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2022/06/15 - Regular Meeting
CITY OF RANCHO CUCAMONGA L. Dor ennis Michael REGULAR MEETING AGENDA Mayor Pro Tem June 15, 2022 Lynne B. Kennedy 10500 Civic Center Drive MemberCouncils of the City Rancho Cucamonga, CA 91730 rvo,� Ryan A. Hutchison Kristine D. Scott FIRE PROTECTION DISTRICT BOARD — CITY COUNCIL HOUSING SUCCESSOR AGENCY- SUCCESSOR AGENCY — PUBLIC FINANCE AUTHORITY CLOSED SESSION TRI-COMMUNITIES ROOM 4:30 P.M. REGULAR MEETINGS COUNCIL CHAMBERS 7:00 P.M. Lpf'!p The City Council meets regularly on the first and third Wednesday of the month at 7:00 p.m. in the .5 -'-�, r Council Chambers located at 10500 Civic Center Drive. It Is the Intent to conclude the meeting by 10:00 -4 p.m. unless extended by the concurrence of the City Council. Agendas, minutes, and recordings of 01*`� 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. TRI-COMMUNITIES ROOM ROLL CALL: Mayor Michael Mayor Pro Tern Kennedy Council Members Hutchison and Scott A. ANNOUNCEMENT OF CLOSED SESSION ITEM(S) B. PUBLIC COMMUNICATIONS ON CLOSED SESSION ITEM(S) C. CITY MANAGER ANNOUNCEMENTS 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. " D. CONDUCT OF CLOSED SESSION D1. CONFERENCE WITH LABOR NEGOTIATORS ROBERT NEIUBER, HUMAN RESOURCES DIRECTOR AND JENIFER PHILLIPS, HUMAN RESOURCES DEPUTY DIRECTOR, PER GOVERNMENT CODE SECTION 54957.6 REGARDING LABOR NEGOTIATIONS WITH TEAMSTERS LOCAL 1932. — (CITY) D2. CONFERENCE WITH LEGAL COUNSEL — PENDING LITIGATION PURSUANT TO PARAGRAPH (4) OF SUBDIVISION (D) OF SECTION 54956.9; NAME OF CASE: CITY OF RANCHO CUCAMONGA V. BCORE IE WEST OWNER LLC, SBSC CASE NO.: CIVSB2201966. (CITY) D3. CONFERENCE WITH REAL PROPERTY NEGOTIATORS PER GOVERNMENT CODE SECTION 54956.8 FOR PROPERTY GENERALLY LOCATED AT THE RANCHO CUCAMONGA METROLINK STATION IDENTIFIED AS PARCEL NUMBERS 020927211, 020914321, AND 020927222 AND CERTAIN ADJACENT RIGHTOFWAY INCLUDED WITHIN THE STATION FOOTPRINT; CITY NEGOTIATOR: JOHN GILLISON, CITY MANAGER, REPRESENTING THE CITY OF RANCHO CUCAMONGA; NEGOTIATING PARTIES: SARAH WATERSON, PRESIDENT, REPRESENTING DESERTXPRESS ENTERPRISES, LLC, DBA AS BRIGHTLINE WEST; UNDER NEGOTIATION: PRICE AND TERMS OF PAYMENT. — (CITY) D4. CONFERENCE WITH LEGAL COUNSEL — PENDING LITIGATION PURSUANT TO PARAGRAPH (4) OF SUBDIVISION (D) OF SECTION 54956.9; NAME OF CASE: CITY OF RANCHO CUCAMONGA V. SCG/DP ETIWANDA LLC, SBSC CASE NO.: CIVSB2201956. (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 and Scott A. AMENDMENTS TO THE AGENDA B. ANNOUNCEMENT / PRESENTATIONS B1. Presentation of a Certificate of Sympathy in Memory of Sam Spagnolo, Rancho Cucamonga Community Pillar and Former City Council Member/Fire District Board Member. B2. Presentation of a Proclamation to LifeStream Blood Bank for their Efforts in Providing Lifesaving --- Blood Products and Services and Declaring June 19th as World Sickle Cell Day. 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. 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. " CONSENT CALENDARS: The following Consent Calendar items are expected to be routine and noncontroversial. They will be acted upon without discussion unless an item is removed by Council Member for discussion. Members of the City Council also sit as the Fire Board, Housing Successor Agency, Successor Agency, and Public Finance Authority and may act on the consent calendar for those bodies as part of a single motion with the City Council consent calendar. 1X919106940klKey_1>!40117_1N 10 D1. Consideration of Meeting Minutes for the Regular Meetings of: May 4, 2022. D2. Consideration to Approve City and Fire District Bi-Weekly Payroll in the Total Amount of 17 $1,910,649.84 and City and Fire District Weekly Check Registers (Excluding Checks Issued to Southern California Gas Company) in the Total Amount of $5,441,356.65 Dated May 24, 2022, Through June 05, 2022 and City and Fire District Electronic Debit Registers for the Month of May in the Total Amount of $1,467,440.43. (CITY/FIRE) 27 D3. Consideration to Approve City and Fire District Weekly Check Registers for Checks Issued to Southern California Gas Company in the Total Amount of $20,740.83 Dated May 24, 2022 Through June 5, 2022. (CITY/FIRE) D4. Consideration to Receive and File Current Investment Schedules as of May 31, 2022 for the 29 City of Rancho Cucamonga and the Rancho Cucamonga Fire Protection District. (CITY/FIRE) D5. Consideration to Cancel the Regular Meetings of the Fire Protection District, Housing 89 Successor Agency, Successor Agency, Public Finance Authority and City Council on July 6, 2022. (CITY) 90 D6. AB 361 Findings for Special Brown Act Requirements for Teleconference. (CITY/FIRE) D7. Consideration to Terminate the Existing Local Emergency Due to the Novel Coronavirus 92 (COVID-19) Pandemic. (CITY) D8. Consideration to Proceed with the Biennial Review of the Conflict of Interest Code for the City 94 Council and Fire Protection District and Authorize the Filing of the 2022 Local Agency Biennial Notice. (CITY/FIRE) 95 D9. Consideration of Rancho Cucamonga Municipal Utility's Wildfire Mitigation Plan 2022 Update. (CITY) D10. Consideration to Approve and Award a Contract to Velocity Fire Equipment for the Purchase of 120 One (1) Type 1 Engine in Fiscal Year 2021-22 and One (1) Type 1 Engine in Fiscal Year 2022- 23 in the Amount of $985,971 Per Engine. (FIRE) 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. " 123 D11. Consideration of Amendment No. 01 to the Professional Services Agreement with NV5, Inc. (C019-110) for a Two Year Renewal for Electrical Engineering Design and Support. (CITY) 124 D12. Consideration of Amendment No. 02 to the Professional Services Agreement with Yunex, LLC (C019-111) for a Two -Year Renewal for Streetlight Knockdown Services. (CITY) D13. Consideration of Amendment No. 02 to the Professional Services Agreement with Yunex, LLC 125 (C019-112) for a Two Year Renewal for Annual Streetlight Maintenance Services. (CITY) D14. Consideration of Amendment No. 2 to Contract CO 2020-030 with Mariposa Landscapes, Inc. 127 for LMD 4R Parkway Paseo and Median Island Landscape and Irrigation Maintenance in an Amount Not to Exceed $433,158. (CITY) D15. Consideration of Approval of Amendment No. 2 to Contract 18-089 With Bureau Veritas North 129 America, Inc. and Amendment No 2 to Contract 18-088 With Interwest Consulting Group for Plan Checks and Inspection Services and to Extend the Expiration Date for an Additional 12 Month Period in an Amount Not to Exceed $75,500.00 Each. (CITY) 130 D16. Consideration of Amendment No. 4 to Contract CO 18-030 with Mariposa Landscapes, Inc. for Landscape and Irrigation Maintenance of LMDs 6, 7, 8, 9, and 10 Parkways, Paseos, and Medians in an Amount Not to Exceed $985,350. (CITY) D17. Consideration of Amendment No. 5 to Contract CO 17-140 with Mariposa Landscapes, Inc. for 132 Landscape and Irrigation Maintenance on the Haven Avenue and Foothill Boulevard Medians, in an Amount Not to Exceed $259,070. (CITY) D18. Consideration of Amendment No. 5 to Contract CO 16-262 with BrightView Landscape 134 Services for Landscape, Irrigation, and Parks Maintenance for PD-85 Parks in an Amount Not to Exceed $273,450. (CITY) D19. Consideration of Amendment No. 5 to the Professional Services Agreement with Absolute 136 Security International (CO 18-102) for Security Guard Services in an Amount Not to Exceed $441,010 for City facilities and $5,000 for Fire District facilities. (CITY/FIRE) D20. Consideration of Amendment No. 6 to Contract CO 16-148 with BrightView Landscape 138 Services for Landscape, Irrigation, and Parks Maintenance for Landscape Maintenance District 1 Parks in an Amount Not to Exceed $322,470. (CITY) D21. Consideration of Amendment No. 6 to Contract CO 17-142 with Mariposa Landscapes, Inc. for 140 Landscape and Irrigation Maintenance for General Fund and LMD 3B Parkways and Medians, in an Amount Not to Exceed $683,737. (CITY) D22. Consideration of Amendment No. 06 to the Agreement with Pacific Utility Installation, Inc.142 (C019-085), Amendment No. 02 to the Agreement with International Line Builders, Inc. (C019- 086) and Amendment No. 02 to the Agreement with Henkels & McCoy, Inc. (CO19-148) for a Two Year Renewal for High Voltage Electrical Support and Related Infrastructure. (CITY) 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. " D23. Consideration of Amendment No. 7 to Contract CO 17-143 with Mariposa Landscapes, Inc. for 144 Park Mowing and Facility Landscape Maintenance in an Amount Not to Exceed $765,010 [$693,510 (City) and $71,500 (Fire)]. (FIRE/CITY) D24. Consideration of Amendment No. 10 to the Contract with Yunex LLC (Formerly Siemens 146 Mobility, Inc.) (CO# 15-103) for Citywide Traffic Signal and Safety Lighting Maintenance Services in the Amount of $1,010,658. (CITY) D25. Consideration of Amendment No. 12 to Contract CO 2012-009 with BrightView Landscape 148 Services for Maintenance of Parkway, Paseo, and Median Landscapes within Landscape Maintenance Districts 1 and 5 in an Amount Not to Exceed $238,230. (CITY) D26. Consideration of the Purchase of One (1) Self -Contained Breathing Apparatus Compressor 150 and Fill Station from Compressed Air Specialties, Inc. as a Single Source Vendor in the Amount of $102,225. (FIRE) D27. Consideration of an Agreement with Southern California Edison for Possession and Use of 152 Real Property Rights Located at 8949 and 9333 Etiwanda Avenue (APNs 0229-291-22 and -23) Necessary for the Etiwanda Grade Separation Project. (CITY) D28. Consideration to Adopt a Resolution Approving the Rancho Cucamonga Fire Protection 154 District Salary Schedules for the Fiscal Year 2022-23. (RESOLUTION NO. FD 2022-015) (FIRE) D29. Consideration to Adopt a Resolution, Approving the Salary Schedule for the Fiscal Year 2022- 163 23 for Job Classifications Employed by the City, Including a Part-time Employee Benefits Summary. (RESOLUTION NO. 2022-074) (CITY) D30. Consideration to Adopt a Resolution Approving a Memorandum of Understanding Between the 184 City of Rancho Cucamonga and the Rancho Cucamonga City Employees Association, Including Amending the Salary Schedule for the Fiscal Year 2022-23 and Modifying Paying and Reporting the Value of Employer -Paid Member Contributions to CalPERS. (RESOLUTION NO. 2022-091) (CITY) D31. Consideration of a Resolution Confirming Unpaid Weed and Fire Hazard Abatement Fees and 221 Authorizing a Special Assessment on Affected Parcels on the Next Tax Roll. (RESOLUTION NO. 2022-089) (CITY/FIRE) D32. Consideration to Adopt a Resolution Allocating Road Maintenance and Rehabilitation Account 229 (RMRA) Program Funds for Fiscal Year 2022/23. (RESOLUTION NO. 2022-090) (CITY) 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. " D33. Consideration to Adopt a Resolution Calling and Giving Notice of November 8, 2022, General 234 Municipal Election and Requesting its Consolidation with the General Statewide Election, a Resolution Declaring the City Council's Decision to Fill the Vacancy in City Council District 1 by Special Election and Calling and Giving Notice of Such Special Municipal Election on November 8, 2022, and Requesting its Consolidation with the General Statewide Election and Regular Municipal Election, and a Resolution Adopting Regulations Pertaining to Candidate Statements. (RESOLUTION NOS. 2022-071, 2022-072 AND 2022-073) (CITY) D34. Consideration of Approval of Resolutions for the Landscape Maintenance Districts, Street 244 Lighting Maintenance Districts, and Park and Recreation Improvement District as follows: (1) Resolutions Ordering the Preparation of the Annual Engineer's Reports; (2) Resolutions Approving the Preliminary Annual Engineer's Reports; (3) Resolutions of Intention to Levy Annual Assessments and Sets the Time and Place for a Public Hearing for Each. (RESOLUTION NOS. 2022-079, 2022-080, 2022-081, 2022-082, 2022-083, 2022-084, 2022- 085, 2022-086 AND 2022-087) (CITY) E. CONSENT CALENDAR ORDINANCE(S) - SECOND READING/ADOPTION E1. Consideration of Second Reading and Adoption of the Following: 695 ORDINANCE NO. 1005 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, ACTING AS THE LEGISLATIVE BODY OF COMMUNITY FACILITIES DISTRICT NO.2022-01 (STREET LIGHTING SERVICES) OF THE CITY OF RANCHO CUCAMONGA, AUTHORIZING THE LEVY OF A SPECIAL TAX IN SUCH COMMUNITY FACILITIES DISTRICT ORDINANCE NO. 1006 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, ACTING AS THE LEGISLATIVE BODY OF COMMUNITY FACILITIES DISTRICT NO.2022-02 (INDUSTRIAL AREA SERVICES) OF THE CITY OF RANCHO CUCAMONGA, AUTHORIZING THE LEVY OF A SPECIAL TAX IN SUCH COMMUNITY FACILITIES DISTRICT F. ADMINISTRATIVE HEARING ITEM(S) F1. Consideration to Receive and File a Summary of Review of Results of Annual Independent Audit 717 Concerning the Fiscal Year 2020/21 Expenditures in Landscape Maintenance Districts #1 General City, #2 Victoria, #4R Terra Vista, #6R Caryn Community, and #7 North Etiwanda, Street Lighting District #2 Residential, and Park and Recreation Improvement District #85. (CITY) F2. Consideration to Receive and File an Update for Estacia Street, et al. Residential Permit Parking 736 District and Consider a Resolution Amending the Estacia Street, et al. Residential Permit Parking District to extend the Duration of the Parking District by One Year and Add Stafford Street and Malvern Avenue East of Hermosa Avenue Pursuant to Municipal Code Section 10.50. (RESOLUTION NO. 2022-077) (CITY) G. ADVERTISED PUBLIC HEARINGS ITEM(S) - CITY/FIRE DISTRICT 749 G1. Public Hearing to Consider Adoption of a Resolution Making Determinations Regarding the Proposed Annexation of Territory (Annexation No. 22-2) Located at 8629 Pecan Avenue into an Existing Community Facilities District, Calling a Special Election, and Authorizing Submittal of Levy of Special Taxes to the Qualified Electors. (RESOLUTION NO. FD 2022-014) (FIRE) CITY COUNCIL VISION STATEMENT Page 7 "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. " 764 G2. Public Hearing to Consider a Resolution Amending Electric Rates, Pursuant to the Requirements and Authority of Chapter 3.46 of Title 3 of the Rancho Cucamonga Municipal Code. (RESOLUTION NO. 2022-076) (CITY) Feewl G3. Public Hearing for Consideration of an Appeal of the Planning Commission's Decision to Approve Design Review DRC2021-00120 and Tentative Tract Map 20120 — WDCC Milliken West Residential, LLC, Applicant. The Project is a Site Plan/Architectural Review and Lot Subdivision Related to a Mixed -Use Development Comprising of 671 Apartments and 20,841 Square -Feet of Commercial Space within the Corridor 2 (CO2) Zone on the Northwest Corner of Milliken Avenue and Foothill Boulevard, APNs: 1077-422-51, -55, -98, -99, 1090-121-38, and -39. A CEQA Section 15183(c) Compliance Memorandum was Prepared for this Project. (RESOLUTION NO. 2022-075) (CITY) G4. Public Hearing to Consider and Conduct First Reading of Ordinance No. 1007 to be Read by Title 971 Only and Waive Further Reading, for Specific Plan Amendment DRC2020-00164 to Amend The Resort Specific Plan by Separating the Document into Two Sections to Regulate the North Planning Area and the South Planning Area of The Resort, Modifying the Circulation Network for the North Planning Area of The Resort, Relocation/Shifting of Land Uses, and Miscellaneous Text Edits to Address References, Graphics, or Exhibits that are No Longer Applicable. A CEQA Compliance Memorandum has been Prepared for this Project. APN: 0209-272-20 and All APNs Included in Parcel Map PM14647 and Tract Map TR20240. (ORDINANCE NO. 1007) (CITY) H. CITY MANAGER'S STAFF REPORT(S) H1. Quarterly Community Development Update. (VERBAL REPORT)(CITY) H2. Consideration of a Resolution Adopting the State Water Board Emergency Water Conservation 997 Regulations and Accepting a Cease on Irrigating Certain Non-functional Turf in LMDs 2, 4R, 6, & 7 and City Owned Facilities and Approve the Single Source Procurement of HydroPoint WeatherTrak Smart Irrigation Controllers from SiteOne Landscape Supply. (RESOLUTION NO. 2022-078) (CITY) I. COUNCIL BUSINESS 11. Designation of Voting Delegate and Alternates for the League of California Cities (Cal Cities) Annual 1007 Business Meeting and Consideration to Reschedule the Regular Meetings of the Fire Protection District, Housing Successor Agency, Successor Agency, Public Finance Authority and City Council from September 7, 2022 to September 6, 2022. (CITY) 12. COUNCIL ANNOUNCEMENTS (Comments to be limited to three minutes per Council Member.) 13. 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 CITY COUNCIL VISION STATEMENT Page 8 "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. " L. ADJOURNMENT Adjournment in Memory of Sam Spagnolo, Rancho Cucamonga Community Pillar and Former City Council --- Member/Fire District Board Member. 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 9 "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." May 4, 2022 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, May 4, 2022, in the Tri- Communities Conference Room at City Hall, 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, Mayor Pro Tern Lynne Kennedy and Mayor L. Dennis Michael (via Zoom teleconference). Also present were: John Gillison, City Manager; Nicholas Ghirelli, 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 LABOR NEGOTIATOR ROBERT NEIUBER, HUMAN RESOURCES DIRECTOR PER GOVERNMENT CODE SECTION 54957.6 REGARDING LABOR NEGOTIATIONS WITH THE RANCHO CUCAMONGA CITY EMPLOYEES' ASSOCIATION (RCCEA) AND TEAMSTERS LOCAL 1932. — (CITY) D2. CONFERENCE WITH LEGAL COUNSEL— PENDING LITIGATION PURSUANT TO PARAGRAPH (4) OF SUBDIVISION (D) OF SECTION 54956.9; NAME OF CASE: CITY OF RANCHO CUCAMONGA V. SOUTHERN CALIFORNIA EDISON, SBSC CASE NO.: CIVSB2201969. (CITY) D3. CONFERENCE WITH LEGAL COUNSEL— PENDING LITIGATION PURSUANT TO PARAGRAPH (4) OF SUBDIVISION (D) OF SECTION 54956.9; NAME OF CASE: CITY OF RANCHO CUCAMONGA V. KULAR TRUCK LINE, INC., SBSC CASE NO.: CIVSB2201968. (CITY) D4. CONFERENCE WITH REAL PROPERTY NEGOTIATORS PER GOVERNMENT CODE SECTION 54956.8 FOR PROPERTY LOCATED AT 9333 ETIWANDAAVENUE, FURTHER IDENTIFIED AS SAN BERNARDINO COUNTY TAX ASSESSOR'S PARCEL NUMBER 022916223; NEGOTIATING PARTIES, JOHN GILLISON, CITY MANAGER, AND OVERLAND, PACIFIC AND CUTLER, REPRESENTING THE CITY OF RANCHO CUCAMONGA, AND SOUTHERN CALIFORNIA EDISON, OWNER; REGARDING INSTRUCTIONS TO NEGOTIATORS CONCERNING PRICE. NEGOTIATING PARTIES MAY NEGOTIATE WITH THE PROPERTY OWNERS SET FORTH ABOVE. — (CITY) D5. 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) **DRAFT** May 4, 2022 1 Fire Protection District, Housing Successor Agency, Successor Agency, Public Finance Authority and City Council Regular Meetings Minutes Page 10 City of Rancho Cucamonga I Page 1 of 7 D6. CONFERENCE WITH LEGAL COUNSEL— PENDING LITIGATION PURSUANT TO PARAGRAPH (4) OF SUBDIVISION (D) OF SECTION 54956.9; NAME OF CASE: CITY OF RANCHO CUCAMONGA V. BCORE IE WEST OWNER LLC, SBSC CASE NO.: CIVSB2201966. (CITY) D7. CONFERENCE WITH REAL PROPERTY NEGOTIATORS PER GOVERNMENT CODE SECTION 54956.8 FOR REAL PROPERTY IDENTIFIED AS 8920 8TH STREET, RANCHO CUCAMONGA; CITY NEGOTIATOR: JOHN GILLISON, CITY MANAGER; NEGOTIATING PARTIES: JULIAN F. TORKAN, MADISON CAPITAL GROUP, INC.; UNDER NEGOTIATION: PRICE AND TERMS OF PAYMENT. — CITY D8. CONFERENCE WITH REAL PROPERTY NEGOTIATORS PER GOVERNMENT CODE SECTION 54956.8 FOR PROPERTY LOCATED AT 12467 BASE LINE 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) D9. 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) D10. CONFERENCE WITH REAL PROPERTY NEGOTIATORS PER GOVERNMENT CODE SECTION 54956.8 FOR PROPERTY GENERALLY LOCATED AT THE RANCHO CUCAMONGA METROLINK STATION IDENTIFIED AS PARCEL NUMBERS 020927211, 020914321, AND 020927222 AND CERTAIN ADJACENT RIGHTOFWAY INCLUDED WITHIN THE STATION FOOTPRINT; CITY NEGOTIATOR: JOHN GILLISON, CITY MANAGER, REPRESENTING THE CITY OF RANCHO CUCAMONGA; NEGOTIATING PARTIES: SARAH WATERSON, PRESIDENT, REPRESENTING DESERTXPRESS ENTERPRISES, LLC, DBA AS BRIGHTLINE WEST; UNDER NEGOTIATION: PRICE AND TERMS OF PAYMENT. — (CITY) E. RECESS — The closed session recessed at 6:40 p.m. **DRAFT** May 4, 2022 1 Fire Protection District, Housing Successor Agency, Successor Agency, Public Finance Authority and City Council Regular Meetings Minutes Page 11 City of Rancho Cucamonga I Page 2 of 7 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 May 4, 2022, 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, Mayor Pro Tern Lynne Kennedy, and Mayor L. Dennis Michael (via Zoom teleconference). Mayor Pro Tern Kennedy announced that she will be presiding the meeting as Mayor Michael will be participating via teleconference. Also present were: John Gillison, City Manager; Nicholas Ghirelli, City Attorney; and Linda A. Troyan, MMC, Director of City Clerk Services. Council Member Scott led the Pledge of Allegiance City Manager Gillison announced that in accordance with AB 361, members of the public have the option to participate in the City Council meeting via teleconference. Those wishing to speak during public communication may call at the start of the meeting by dialing (909) 774-2751, if speaking on a public hearing item please dial in when the Public Hearing is being heard at (909) 774-2751. A. AMENDMENTS TO THE AGENDA None. B. ANNOUNCEMENT / PRESENTATIONS B1. Certificate of Recognition to the Fergot Family for their Efforts in Administering the American Flag Retirement Program. Mayor Michael and Members of the City Council presented a Certificate of Recognition to the Fergot Family for their efforts in administering the American Flag Retirement Program. 132. Presentation of a Proclamation to the Rancho Cucamonga Chamber of Commerce Declaring the Month of May 2022 as Business Appreciation Month. Mayor Michael and Members of the City Council presented a Proclamation to the Rancho Cucamonga Chamber of Commerce recipients and representatives: Robert Hufnagel, President of the Chamber of Commerce and Flora Dugbartey, Executive Director of the Chamber of Commerce. B3. Presentation of a Proclamation Declaring the Month of May 2022 as Mental Health Awareness Month. Mayor Michael and Members of the City Council presented a Proclamation to community partners declaring the month of May 2022 as Mental Health Awareness Month. C. PUBLIC COMMUNICATIONS Janet Walton, announced National Day of Prayer on May 5tn and offered a prayer. **DRAFT** May 4, 2022 1 Fire Protection District, Housing Successor Agency, Successor Agency, Public Finance Authority and City Council Regular Meetings Minutes Page 12 City of Rancho Cucamonga I Page 3 of 7 D. CONSENT CALENDAR D1. Consideration of Meeting Minutes for the Regular Meetings of: April 6, 2022 and April 20, 2022. D2. Consideration to Approve City and Fire District Bi-Weekly Payroll in the Total Amount of $1,997,859.97 and City and Fire District Weekly Check Registers (No Checks Issued to Southern California Gas Company) in the Total Amount of $4,113,458.93 Dated April 11, 2022, Through April 24, 2022, and City and Fire District Electronic Debit Registers for the Month of March in the Total Amount of $1,378,054.69. (CITY/FIRE) D3. Consideration to Approve Amended Fiscal Year 2021/22 Appropriations. (CITY/FIRE) D4. AB 361 Findings for Special Brown Act Requirements for Teleconference. (CITY/FIRE) D5. Consideration of Amendment No. 001 to the Professional Services Agreement with Aufbau Corporation for On -Call Construction Management and Inspection Services to add the Rancho Cucamonga Fire Protection District as a Party and Increase Compensation to an Annual Total of $1,200,000. (CITY/FIRE) D6. Consideration of Amendment No. 001 to the Professional Services Agreement with Ninyo and Moore Geotechnical & Environmental Sciences Consultants for On -Call Geotechnical Engineering and Material Sampling/Testing Services to add the Rancho Cucamonga Fire Protection District as a Party and Increase Compensation to an Annual Total of $450,000. (CITY/FIRE) D7. Consideration of a Contract with Hardy and Harper, Inc., in an Amount of $1,315,000 Plus 5% Contingency, and Authorization of an Appropriation in an Amount of $657,200 from the Gas Tax R&T7360 Fund 174 Balance for the FY2021-22 Major Arterials Pavement Rehabilitation Project. (CITY) D8. Consideration to Adopt an Annexation Map Showing Assessor Parcel Number 0229-151-27 Located at 8629 Pecan Avenue, Which is Proposed to be Annexed Into CFD No. 85-1; and Approval to Adopt a Resolution of Intention to Annex Territory Referred to as Annexation No. 22- 2 into Community Facilities District No. 85-1, Specifying Services Proposed to be Financed, to Set and Specify the Special Taxes Proposed to be Levied Within the Annexation Territory and Set a Time and Place for a Public Hearing Related to the Annexation. (RESOLUTION NO. FD 2022-008) (RESOLUTION NO. FD 2022-009) (FIRE) D9. Consideration to Accept Grant Revenue from the Edward Byrne Memorial Justice Assistance Grant Funds to Purchase Equipment for the Rancho Cucamonga Police Department. (CITY) D10. Consideration of Adoption of Statement of Goals and Policies for the Use of Community Facilities Districts and Assessment Districts. (CITY) D11. Consideration of an Appropriation in the Amount of $3,700 from the Underground Utilities Fund (Fund 129) for the Construction of a New Streetlight. (CITY) D12. Consideration of an Agreement Between San Bernardino County and the City of Rancho Cucamonga to Allow the Exercise of Joint Powers for the Purpose of Acquiring Real Property Interests Associated with the Etiwanda Grade Separation Project. (CITY) D13. Consideration to Adopt a Resolution Approving a Memorandum of Understanding Between the City of Rancho Cucamonga and the Executive Management Employee Group. (RESOLUTION NO. 2022-044) (CITY) D14. Consideration to Adopt a Resolution Approving a Memorandum of Understanding Between the City of Rancho Cucamonga and the Rancho Cucamonga Management Association. (RESOLUTION NO. 2022-045) (CITY) **DRAFT** May 4, 2022 1 Fire Protection District, Housing Successor Agency, Successor Agency, Public Finance Authority and City Council Regular Meetings Minutes Page 13 City of Rancho Cucamonga I Page 4 of 7 D15. Consideration to Approve Parcel Map 20164 and Ordering the Annexation into Landscape Maintenance District No. 313 and Street Light Maintenance Districts No's. 1 and 6 Located at the Southwest Corner of Archibald Avenue and 9th Street, 8768 Archibald Avenue, Related to Case No. SUBTPM20164. (RESOLUTION NO. 2022-046, RESOLUTION NO. 2022-047 AND RESOLUTION NO. 2022-048) (CITY) MOTION: Moved by Council Member Scott, seconded by Council Member Hutchison, to approve Consent Calendar Items D1 through D15. Roll Call Vote: Council Member Hutchison: Aye, Mayor Pro Tern Kennedy: Aye, Council Member Scott: Aye, and Mayor Michael: Aye. Motion carried, 4-0. E. CONSENT CALENDAR ORDINANCE(S) - SECOND READING/ADOPTION None. F. ADMINISTRATIVE HEARING ITEM(S) F1. Discussion, Consideration and Possible Action to Introduce, Waive Reading of and Adopt by a Four - fifths Vote, Interim Urgency Ordinance No. 998, to be Read by Title Only and Waive Further Reading, Adopting an Interim Development Code and Official City Of Rancho Cucamonga Zoning Map, and Declaring The Urgency Thereof, and Approving an Addendum to a Certified Final Environmental Impact Report and Adopting Findings Pursuant to the California Environmental Quality Act (CEQA) In Connection Therewith. (INTERIM URGENCY ORDINANCE NO. 998) (CITY) John Gillison, City Manager, introduced Jennifer Nakamura, Deputy Director of Planning, who gave the Staff Report. Mayor Pro Tern Kennedy opened the Administrative Hearing item. There were no public communications received. Mayor Pro Tern Kennedy closed the Administrative Hearing item. MOTION: Moved by Mayor Michael, seconded by Council Member Scott, to adopt Urgency Ordinance No. 998, by title only and waive further reading. Linda A. Troyan, MMC, City Clerk Services Director, read the title of Urgency Ordinance No. 998. VOTES NOW CAST ON MOTION: Moved by Mayor Michael, seconded by Council Member Scott, to adopt Urgency Ordinance No. 998, by title only and waive further reading. Roll Call Vote: Council Member Hutchison: Aye, Mayor Pro Tern Kennedy: Aye, Council Member Scott: Aye, and Mayor Michael: Aye. Motion carried, 4-0. G. ADVERTISED PUBLIC HEARINGS ITEM(S) - CITY/FIRE DISTRICT None. H. CITY MANAGER'S STAFF REPORT(S) None. I. COUNCIL BUSINESS 11. COUNCIL ANNOUNCEMENTS Mayor Michael and Council Members spoke on Council Member Spagnolo's passing, legacy and expressed sympathy to the Spagnolo family. **DRAFT** May 4, 2022 1 Fire Protection District, Housing Successor Agency, Successor Agency, Public Finance Authority and City Council Regular Meetings Minutes Page 14 City of Rancho Cucamonga I Page 5 of 7 12. INTERAGENCY UPDATES None. J. CITY ATTORNEY ITEMS None. K. IDENTIFICATION OF ITEMS FOR NEXT MEETING None. L. ADJOURNMENT Mayor Pro Tern Kennedy recessed the Meeting at 7:50 p.m. to Closed Session in the Tri- Communities Conference Room at City Hall, 10500 Civic Center Drive, Rancho Cucamonga. Present were Council Members: Ryan Hutchison, Kristine Scott, Mayor Pro Tern Lynne Kennedy. Absent: Mayor L. Dennis Michael Also present were: John Gillison, City Manager; Nicholas Ghirelli, 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. D. CONDUCT OF CLOSED SESSION D1. CONFERENCE WITH LABOR NEGOTIATOR ROBERT NEIUBER, HUMAN RESOURCES DIRECTOR PER GOVERNMENT CODE SECTION 54957.6 REGARDING LABOR NEGOTIATIONS WITH THE RANCHO CUCAMONGA CITY EMPLOYEES' ASSOCIATION (RCCEA) AND TEAMSTERS LOCAL 1932. — (CITY) D2. CONFERENCE WITH LEGAL COUNSEL — PENDING LITIGATION PURSUANT TO PARAGRAPH (4) OF SUBDIVISION (D) OF SECTION 54956.9; NAME OF CASE: CITY OF RANCHO CUCAMONGA V. SOUTHERN CALIFORNIA EDISON, SBSC CASE NO.: CIVSB2201969. (CITY) D3. CONFERENCE WITH LEGAL COUNSEL — PENDING LITIGATION PURSUANT TO PARAGRAPH (4) OF SUBDIVISION (D) OF SECTION 54956.9; NAME OF CASE: CITY OF RANCHO CUCAMONGA V. KULAR TRUCK LINE, INC., SBSC CASE NO.: CIVSB2201968. (CITY) D4. CONFERENCE WITH REAL PROPERTY NEGOTIATORS PER GOVERNMENT CODE SECTION 54956.8 FOR PROPERTY LOCATED AT 9333 ETIWANDAAVENUE, FURTHER IDENTIFIED AS SAN BERNARDINO COUNTY TAX ASSESSOR'S PARCEL NUMBER 022916223; NEGOTIATING PARTIES, JOHN GILLISON, CITY MANAGER, AND OVERLAND, PACIFIC AND CUTLER, REPRESENTING THE CITY OF RANCHO CUCAMONGA, AND SOUTHERN CALIFORNIA EDISON, OWNER; REGARDING INSTRUCTIONS TO NEGOTIATORS CONCERNING PRICE. NEGOTIATING PARTIES MAY NEGOTIATE WITH THE PROPERTY OWNERS SET FORTH ABOVE. — (CITY) D5. 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) D6. CONFERENCE WITH LEGAL COUNSEL — PENDING LITIGATION PURSUANT TO PARAGRAPH (4) OF SUBDIVISION (D) OF SECTION 54956.9; NAME OF CASE: CITY OF RANCHO CUCAMONGA V. BCORE IE WEST OWNER LLC, SBSC CASE NO.: CIVSB2201966. (CITY) D7. CONFERENCE WITH REAL PROPERTY NEGOTIATORS PER GOVERNMENT CODE SECTION 54956.8 FOR REAL PROPERTY IDENTIFIED AS 8920 8TH STREET, RANCHO CUCAMONGA; CITY **DRAFT** May 4, 2022 1 Fire Protection District, Housing Successor Agency, Successor Agency, Public Finance Authority and City Council Regular Meetings Minutes Page 15 City of Rancho Cucamonga I Page 6 of 7 NEGOTIATOR: JOHN GILLISON, CITY MANAGER; NEGOTIATING PARTIES: JULIAN F. TORKAN, MADISON CAPITAL GROUP, INC.; UNDER NEGOTIATION: PRICE AND TERMS OF PAYMENT. — CITY D8. CONFERENCE WITH REAL PROPERTY NEGOTIATORS PER GOVERNMENT CODE SECTION 54956.8 FOR PROPERTY LOCATED AT 12467 BASE LINE 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) D9. 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) D10. CONFERENCE WITH REAL PROPERTY NEGOTIATORS PER GOVERNMENT CODE SECTION 54956.8 FOR PROPERTY GENERALLY LOCATED AT THE RANCHO CUCAMONGA METROLINK STATION IDENTIFIED AS PARCEL NUMBERS 020927211, 020914321, AND 020927222 AND CERTAIN ADJACENT RIGHTOFWAY INCLUDED WITHIN THE STATION FOOTPRINT; CITY NEGOTIATOR: JOHN GILLISON, CITY MANAGER, REPRESENTING THE CITY OF RANCHO CUCAMONGA; NEGOTIATING PARTIES: SARAH WATERSON, PRESIDENT, REPRESENTING DESERTXPRESS ENTERPRISES, LLC, DBA AS BRIGHTLINE WEST; UNDER NEGOTIATION: PRICE AND TERMS OF PAYMENT. — (CITY) The Closed Session meeting adjourned at 9:55 p.m.; no reportable action taken. Respectfully submitted, Linda A. Troyan, MMC City Clerk Services Director Approved: ************ **DRAFT** May 4, 2022 1 Fire Protection District, Housing Successor Agency, Successor Agency, Public Finance Authority and City Council Regular Meetings Minutes Page 16 City of Rancho Cucamonga I Page 7 of 7 DATE: June 15, 2022 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 $1,910,649.84 and City and Fire District Weekly Check Registers (Excluding Checks Issued to Southern California Gas Company) in the Total Amount of $5,441,356.65 Dated May 24, 2022, Through June 05, 2022 and City and Fire District Electronic Debit Registers for the Month of May in the Total Amount of $1,467,440.43. (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 $1,118,550.23 and $792,099.61 for the City and the Fire District, respectively. Weekly check register amounts are $5,173,295.50 and $268,061.15 for the City and the Fire District, respectively. Electronic Debit Register amounts are $1,083,429.32 and $384,011.11 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 Debit Register Page 17 CITY OF RANCHO CUCAMONGA AND RANCHO CUCAMONGA FIRE PROTECTION DISTRICT Excluding So Calif Gas Company. Agenda Check Register 5/24/2022 through 6/5/2022 Check No. Check Date Vendor Name Ca Fire Amount AP 00014290 05/25/2022 AHUMADA, ALEXANDER R 0.00 614.88 614.88 AP 00014291 05/25/2022 ALMAND, LLOYD 0.00 232.94 232.94 AP 00014292 05/25/2022 BANTAU, VICTORIA 0.00 456.06 456.06 AP 00014293 05/25/2022 BAZAL, SUSAN 0.00 698.71 698.71 AP 00014294 05/25/2022 BELL, MICHAEL L 0.00 1,577.74 1,577.74 AP 00014295 05/25/2022 BERRY, DAVID 0.00 614.88 614.88 AP 00014296 05/25/2022 BROCK, ROBIN 0.00 1,096.31 1,096.31 AP 00014297 05/25/2022 CAMPBELL, GERALD 0.00 456.06 456.06 AP 00014298 05/25/2022 CAMPBELL, STEVEN 0.00 614.88 614.88 AP 00014299 05/25/2022 CARNES, KENNETH 0.00 456.06 456.06 AP 00014300 05/25/2022 CLABBY, RICHARD 0.00 1,290.56 1,290.56 AP 00014301 05/25/2022 CLOUGHESY, DONALD R 0.00 2,095.76 2,095.76 AP 00014302 05/25/2022 CORCORAN, ROBERT ANTHONY 0.00 714.37 714.37 AP 00014303 05/25/2022 COSTELLO, DENNIS M 0.00 2,055.05 2,055.05 AP 00014304 05/25/2022 COX, KARL 0.00 614.88 614.88 AP 00014305 05/25/2022 CRANE, RALPH 0.00 614.88 614.88 AP 00014306 05/25/2022 CROSSLAND, WILBUR 0.00 456.06 456.06 AP 00014307 05/25/2022 CURATALO, JAMES 0.00 1,096.31 1,096.31 AP 00014308 05/25/2022 DAGUE, JAMES 0.00 1,080.65 1,080.65 AP 00014309 05/25/2022 DAVENPORT, JAY 0.00 2,095.76 2,095.76 AP 00014310 05/25/2022 DE ANTONIO, SUSAN 0.00 714.37 714.37 AP 00014311 05/25/2022 DEANS, JACKIE 0.00 232.94 232.94 AP 00014312 05/25/2022 DOMINICK, SAMUEL A 0.00 614.88 614.88 AP 00014313 05/25/2022 EAGLESON, MICHAEL 0.00 1,577.74 1,577.74 AP 00014314 05/25/2022 EGGERS, BOB 0.00 1,080.65 1,080.65 AP 00014315 05/25/2022 FEJERAN, TIM 0.00 1,722.43 1,722.43 AP 00014316 05/25/2022 FRITCHEY, JOHN D 0.00 456.06 456.06 AP 00014317 05/25/2022 HEYDE, DONALD 0.00 614.88 614.88 AP 00014318 05/25/2022 HOLT, DANNY G 0.00 1,263.04 1,263.04 AP 00014319 05/25/2022 INTERLICCHIA, ROSALYN 0.00 232.94 232.94 AP 00014320 05/25/2022 JERKINS, PATRICK 0.00 1,722.43 1,722.43 AP 00014321 05/25/2022 KILMER, STEPHEN 0.00 1,290.56 1,290.56 AP 00014322 05/25/2022 KIRKPATRICK, WILLIAM M 0.00 698.71 698.71 AP 00014323 05/25/2022 LANE, WILLIAM 0.00 614.88 614.88 AP 00014324 05/25/2022 LARKIN, DAVID W 0.00 1,722.43 1,722.43 AP 00014325 05/25/2022 LEE, ALLAN J 0.00 232.94 232.94 AP 00014326 05/25/2022 LENZE, PAUL E 0.00 614.88 614.88 AP 00014327 05/25/2022 LONCAR, PHILIP 0.00 1,546.42 1,546.42 AP 00014328 05/25/2022 LONGO, JOE 0.00 153.53 153.53 AP 00014329 05/25/2022 LUTTRULL, DARRELL 0.00 456.06 456.06 AP 00014330 05/25/2022 MACKALL, BEVERLY 0.00 153.53 153.53 AP 00014331 05/25/2022 MAYFIELD, RON 0.00 614.88 614.88 AP 00014332 05/25/2022 MCKEE, JOHN 0.00 614.88 614.88 AP 00014333 05/25/2022 MCNEIL, KENNETH 0.00 614.88 614.88 AP 00014334 05/25/2022 MICHAEL, L. DENNIS 0.00 614.88 614.88 AP 00014335 05/25/2022 MORGAN, BYRON 0.00 1,968.84 1,968.84 AP 00014336 05/25/2022 MYSKOW, DENNIS 0.00 1,290.56 1,290.56 User: VLOPEZ - Veronica Lopez Page: 1 Current Date: 06/06/2022 Report: CK_AGENDA REG_PORTRAIT_CONSOLIDATED - CK: Agenda Check Register Portrait Layout Page flne: 10:54:01 CITY OF RANCHO CUCAMONGA AND RANCHO CUCAMONGA FIRE PROTECTION DISTRICT Excluding So Calif Gas Company. Agenda Check Register 5/24/2022 through 6/5/2022 Check No. Check Date Vendor Name Ca Fire Amount AP 00014337 05/25/2022 NAUMAN, MICHAEL 0.00 456.06 456.06 AP 00014338 05/25/2022 NELSON, MARY JANE 0.00 153.53 153.53 AP 00014339 05/25/2022 NOREEN, ERIC 0.00 2,095.76 2,095.76 AP 00014340 05/25/2022 O'BRIEN, TOM 0.00 1,577.74 1,577.74 AP 00014341 05/25/2022 PLOUNG, MICHAEL J 0.00 614.88 614.88 AP 00014342 05/25/2022 POST, MICHAEL R 0.00 1,546.42 1,546.42 AP 00014343 05/25/2022 PROULX, PATRICK 0.00 1,096.31 1,096.31 AP 00014344 05/25/2022 REDMOND, MICHAEL 0.00 614.88 614.88 AP 00014345 05/25/2022 ROBERTS, BRENT 0.00 714.37 714.37 AP 00014346 05/25/2022 ROBERTS, CHERYL L 0.00 2,095.76 2,095.76 AP 00014347 05/25/2022 ROEDER, JEFFREY 0.00 1,577.74 1,577.74 AP 00014348 05/25/2022 ROJER, IVAN M. 0.00 1,722.43 1,722.43 AP 00014349 05/25/2022 SALISBURY, THOMAS 0.00 614.88 614.88 AP 00014350 05/25/2022 SMITH, RONALD 0.00 456.06 456.06 AP 00014351 05/25/2022 SORENSEN, SCOTT D 0.00 698.71 698.71 AP 00014352 05/25/2022 SPAGNOLO, SAM 0.00 456.06 456.06 AP 00014353 05/25/2022 SPAIN, WILLIAM 0.00 873.31 873.31 AP 00014354 05/25/2022 SULLIVAN, JAMES 0.00 456.06 456.06 AP 00014355 05/25/2022 TAYLOR, STEVEN 0.00 1,878.66 1,878.66 AP 00014356 05/25/2022 TOLL, RICHARD 0.00 2,095.76 2,095.76 AP 00014357 05/25/2022 TULEY, TERRY 0.00 1,577.74 1,577.74 AP 00014358 05/25/2022 VANDERKALLEN, FRANCIS 0.00 614.88 614.88 AP 00014359 05/25/2022 VARNEY, ANTHONY 0.00 614.88 614.88 AP 00014360 05/25/2022 WALTON, KEVIN 0.00 1,722.43 1,722.43 AP 00014361 05/25/2022 YOWELL, TIMOTHY A 0.00 614.88 614.88 AP 00014362 05/25/2022 360 DEEP CLEANING LLC 0.00 4,030.00 4,030.00 AP 00014363 05/25/2022 BERNELL HYDRAULICS INC 118.94 0.00 118.94 AP 00014364 05/25/2022 BRIGHTVIEW LANDSCAPE SERVICES INC 43,347.43 0.00 43,347.43 AP 00014365 05/25/2022 CDCE INC 0.00 899.00 899.00 AP 00014366 05/25/2022 EMCOR SERVICES 28,672.68 4,023.53 32,696.21 *** AP 00014367 05/25/2022 HAMPTON YOGA 312.00 0.00 312.00 AP 00014368 05/25/2022 INTERWEST CONSULTING GROUP INC 14,057.96 1,841.39 15,899.35 *** AP 00014369 05/25/2022 YUNEX LLC 7,381.35 0.00 7,381.35 AP 00014370 05/26/2022 MCFADDEN-DALE HARDWARE 243.45 0.00 243.45 AP 00014371 05/26/2022 ODP BUSINESS SOLUTIONS LLC 2,708.96 1,239.41 3,948.37 *** AP 00014372 05/26/2022 SOUTHERN CALIFORNIA NEWS GROUP 1,552.00 0.00 1,552.00 AP 00014373 06/01/2022 BUREAU OF RECLAMATION 873.64 0.00 873.64 AP 00014374 06/01/2022 CALIF GOVERNMENT VEBA / RANCHO CUCAMONGA 29,348.47 0.00 29,348.47 AP 00014375 06/01/2022 DELL MARKETING LP 59,734.16 0.00 59,734.16 AP 00014376 06/01/2022 RCCEA 1,470.50 0.00 1,470.50 AP 00014377 06/01/2022 RCPFA 12,651.83 0.00 12,651.83 AP 00014378 06/01/2022 SAN BERNARDINO CTY SHERIFFS DEPT 3,930,652.58 0.00 3,930,652.58 AP 00424716 05/25/2022 MAGNUSON, PETER 0.00 2,144.67 2,144.67 AP 00424717 05/25/2022 RODRIGUEZ, VICTOR 0.00 614.88 614.88 AP 00424718 05/25/2022 TOWNSEND, JAMES 0.00 2,095.76 2,095.76 AP 00424719 05/25/2022 WALKER, KENNETH 0.00 232.94 232.94 AP 00424720 05/25/2022 ADVANCED CHEMICAL TRANSPORT INC 4,356.00 0.00 4,356.00 User: VLOPEZ - Veronica Lopez Page: 2 Current Date: 06/06/2022 Report: CK_AGENDA REG_PORTRAIT_CONSOLIDATED - CK: Agenda Check Register Portrait Layout Page Wme: 10:54:01 CITY OF RANCHO CUCAMONGA AND RANCHO CUCAMONGA FIRE PROTECTION DISTRICT Excluding So Calif Gas Company. Agenda Check Register 5/24/2022 through 6/5/2022 Check No. Check Date Vendor Name Ca Fire Amount AP 00424721 05/25/2022 ALFARO COMMUNICATIONS CONSTRUCTION INC 11,431.69 0.00 11,431.69 AP 00424722 05/25/2022 ALLSTAR FIRE EQUIPMENT INC 0.00 22,692.89 22,692.89 AP 00424723 05/25/2022 ALPHAGRAPHICS 877.79 0.00 877.79 AP 00424724 05/25/2022 ALVAREZ, MARIA ELENA 405.00 0.00 405.00 AP 00424725 05/25/2022 AMERICAN TRAINING RESOURCES INC 3,490.21 0.00 3,490.21 AP 00424726 05/25/2022 AQUABIO ENVIRONMENTAL TECHNOLOGIES INC 2,600.00 0.00 2,600.00 AP 00424727 05/25/2022 AROCHO, ALMA 705.60 0.00 705.60 AP 00424728 05/25/2022 ARROW TRAILER SUPPLIES INC 258.33 0.00 258.33 AP 00424729 05/25/2022 ATLAS PLANNING SOLUTIONS 0.00 4,388.00 4,388.00 AP 00424730 05/25/2022 AVANT GARDE TRAINING GROUP 400.00 0.00 400.00 AP 00424731 05/25/2022 BAST, KAROLYN 297.00 0.00 297.00 AP 00424732 05/25/2022 BLESSED FARM 300.00 0.00 300.00 AP 00424733 05/25/2022 BOB'S MUFFLER SHOP 1,047.40 0.00 1,047.40 AP 00424734 05/25/2022 BOOT BARN INC 58.69 0.00 58.69 AP 00424735 05/25/2022 BRAUN BLAISING SMITH WYNNE 361.86 0.00 361.86 AP 00424736 05/25/2022 BURRTEC WASTE INDUSTRIES INC 1,299.95 0.00 1,299.95 AP 00424740 05/25/2022 C V W D 76,487.82 1,237.29 77,725.11 *** AP 00424741 05/25/2022 CAGLE'S APPLIANCE CENTER 0.00 59.26 59.26 AP 00424742 05/25/2022 CAL FIRE 0.00 750.00 750.00 AP 00424743 05/25/2022 CALIFORNIA DEPARTMENT OF TECHNOLOGY 214,133.94 57,171.00 271,304.94 *** AP 00424744 05/25/2022 CENTRAL SUPPLY INTERNATIONAL 0.00 400.89 400.89 AP 00424745 05/25/2022 CHINO MOWER & EQUIPMENT 1,228.29 0.00 1,228.29 AP 00424746 05/25/2022 CIRCLEPOINT 2,881.60 0.00 2,881.60 AP 00424747 05/25/2022 CLARK, KAREN 624.00 0.00 624.00 AP 00424748 05/25/2022 CODING MINDS INC 91.00 0.00 91.00 AP 00424749 05/25/2022 COMMUNITY WORKS DESIGN GROUP 1,006.00 0.00 1,006.00 AP 00424750 05/25/2022 CREATIVE BRAIN LEARNING LLC 98.00 0.00 98.00 AP 00424751 05/25/2022 CUMMINS SALES & SERVICE 0.00 2,367.58 2,367.58 AP 00424752 05/25/2022 D & K CONCRETE COMPANY 2,142.08 0.00 2,142.08 AP 00424753 05/25/2022 DANCE TERRIFIC 35.00 0.00 35.00 AP 00424754 05/25/2022 DANIELS TIRE SERVICE 0.00 1,841.34 1,841.34 AP 00424755 05/25/2022 DEPARTMENT OF JUSTICE 0.00 83.00 83.00 AP 00424756 05/25/2022 DOBY, MAISHA 131.00 0.00 131.00 AP 00424757 05/25/2022 EAGLE ROAD SERVICE & TIRE 2,418.20 0.00 2,418.20 AP 00424758 05/25/2022 ECOHERO SHOW LLC, THE 2,525.00 0.00 2,525.00 AP 00424759 05/25/2022 EMS QI PARTNERS LLC 0.00 5,750.00 5,750.00 AP 00424760 05/25/2022 EXECUTIVE DETAIL SERVICES 0.00 280.00 280.00 AP 00424761 05/25/2022 EXPRESS BRAKE SUPPLY INC 863.68 0.00 863.68 AP 00424762 05/25/2022 FACTORY MOTOR PARTS 0.00 421.93 421.93 AP 00424763 05/25/2022 FUEL SERV 1,420.00 2,850.39 4,270.39 *** AP 00424764 05/25/2022 G/M BUSINESS INTERIORS 48.61 0.00 48.61 AP 00424765 05/25/2022 GENTRY BROTHERS INC 88,711.11 0.00 88,711.11 AP 00424766 05/25/2022 GONSALVES & SON, JOE A 3,000.00 0.00 3,000.00 AP 00424767 05/25/2022 GRAINGER 654.20 1,436.30 2,090.50 *** AP 00424768 05/25/2022 GRANGER, DONALD 0.00 219.00 219.00 AP 00424769 05/25/2022 GRAYBAR ELECTRIC COMPANY INC 103.48 0.00 103.48 AP 00424770 05/25/2022 HAMILTON, MONIQUE 729.60 0.00 729.60 User: VLOPEZ - Veronica Lopez Page: 3 Current Date: 06/06/2022 Report: CK_AGENDA REG_PORTRAIT_CONSOLIDATED - CK: Agenda Check Register Portrait Layout Page Wine: 10:54:01 CITY OF RANCHO CUCAMONGA AND RANCHO CUCAMONGA FIRE PROTECTION DISTRICT Excluding So Calif Gas Company. Agenda Check Register 5/24/2022 through 6/5/2022 Check No. Check Date Vendor Name City Fire Amount AP 00424771 05/25/2022 HAN, EUNICE 33.25 0.00 33.25 AP 00424772 05/25/2022 HILL'S PET NUTRITION SALES INC 144.69 0.00 144.69 AP 00424773 05/25/2022 HODNICK, CHRISTOPHER 33.00 0.00 33.00 AP 00424774 05/25/2022 IMAGINE COURT REPORTING 587.85 0.00 587.85 AP 00424775 05/25/2022 IMPETT VETERINARY INC 3,000.00 0.00 3,000.00 AP 00424777 05/25/2022 INLAND EMPIRE PROPERTY SERVICES INC 0.00 15,160.00 15,160.00 AP 00424778 05/25/2022 INLAND OVERHEAD DOOR COMPANY 0.00 19,951.00 19,951.00 AP 00424779 05/25/2022 INLAND VALLEY DANCE ACADEMY 813.60 0.00 813.60 AP 00424780 05/25/2022 INTERSTATE ALL BATTERY CENTER 332.66 0.00 332.66 AP 00424781 05/25/2022 INTERVET INC 484.88 0.00 484.88 AP 00424782 05/25/2022 KAISER FOUNDATION HEALTH PLAN INC 425.00 0.00 425.00 AP 00424783 05/25/2022 KIMLEY HORN & ASSOCIATES INC 9,246.00 0.00 9,246.00 AP 00424784 05/25/2022 LANDSCAPE WEST MANAGEMENT SERVICES INC 10,228.35 0.00 10,228.35 AP 00424785 05/25/2022 LITTLE BEAR PRODUCTIONS 0.00 300.00 300.00 AP 00424786 05/25/2022 LOS TRES PRIMOS 1,500.00 0.00 1,500.00 AP 00424787 05/25/2022 LOZANO SMITH LLP 2,559.50 0.00 2,559.50 AP 00424788 05/25/2022 MALLORY SAFETY & SUPPLY LLC 388.90 0.00 388.90 AP 00424789 05/25/2022 MARIPOSA LANDSCAPES INC 168,827.29 2,503.22 171,330.51 *** AP 00424790 05/25/2022 MARK CHRISTOPHER INC 80.97 0.00 80.97 AP 00424791 05/25/2022 MARLINK INC 0.00 167.12 167.12 AP 00424792 05/25/2022 MARSHALL, SYLVIA 693.60 0.00 693.60 AP 00424793 05/25/2022 MCMASTER-CARR SUPPLY COMPANY 51.57 0.00 51.57 AP 00424794 05/25/2022 MOLINA, GINA 0.00 77.92 77.92 AP 00424795 05/25/2022 NAPA AUTO PARTS 7.47 327.71 335.18 *** AP 00424796 05/25/2022 NATIONAL UTILITY LOCATORS LLC 780.00 0.00 780.00 AP 00424797 05/25/2022 NAUMANN HOBBS MATERIAL HANDLING 2,775.99 0.00 2,775.99 AP 00424798 05/25/2022 NAVARRETTE, DANIEL J 0.00 320.00 320.00 AP 00424799 05/25/2022 NBS 2,938.20 0.00 2,938.20 AP 00424800 05/25/2022 NV5INC 11,569.60 0.00 11,569.60 AP 00424801 05/25/2022 OC TANNER RECOGNITION COMPANY 568.09 0.00 568.09 AP 00424802 05/25/2022 OCCUPATIONAL HEALTH CENTERS OF CA 478.70 0.00 478.70 AP 00424803 05/25/2022 ORNELAS, VICTORIA 28.33 0.00 28.33 AP 00424804 05/25/2022 OTT, SHARON 346.80 0.00 346.80 AP 00424805 05/25/2022 PACIFIC UTILITY INSTALLATION INC 11,519.00 0.00 11,519.00 AP 00424806 05/25/2022 PINNACLE PETROLEUM INC 0.00 8,513.82 8,513.82 AP 00424807 05/25/2022 QUALITY CODE PUBLISHING 1,695.40 0.00 1,695.40 AP 00424808 05/25/2022 QUINN, RHONDA 529.20 0.00 529.20 AP 00424809 05/25/2022 QUINTON, HARRIET 11.28 0.00 11.28 AP 00424810 05/25/2022 R3 CONSULTING GROUP INC 2,208.75 0.00 2,208.75 AP 00424811 05/25/2022 RANCHO CUCAMONGA TOWN SQUARE 15,181.18 0.00 15,181.18 AP 00424812 05/25/2022 RANCHO SMOG CENTER 224.75 0.00 224.75 AP 00424813 05/25/2022 RBM LOCK & KEY SERVICE 17.51 0.00 17.51 AP 00424814 05/25/2022 REDMOND, TERRY 29.95 0.00 29.95 AP 00424815 05/25/2022 REYES, DAVID 440.00 0.00 440.00 AP 00424816 05/25/2022 ROACH, CARMEN 15.88 0.00 15.88 AP 00424817 05/25/2022 RODRIGUEZ, DANIELA 122.18 0.00 122.18 AP 00424818 05/25/2022 ROWAN, LARRY 28.60 0.00 28.60 User: VLOPEZ - Veronica Lopez Page: 4 Current Date: 06/06/2022 Report: CK_AGENDA REG_PORTRAIT_CONSOLIDATED - CK: Agenda Check Register Portrait Layout Page ilme: 10:54:01 CITY OF RANCHO CUCAMONGA AND RANCHO CUCAMONGA FIRE PROTECTION DISTRICT Excluding So Calif Gas Company. Agenda Check Register 5/24/2022 through 6/5/2022 Check No. Check Date Vendor Name Ca Fire Amount AP 00424819 05/25/2022 SAFE -ENTRY TECHNICAL INC 0.00 195.00 195.00 AP 00424820 05/25/2022 SAMOUH, ROMEO 40,319.30 0.00 40,319.30 AP 00424821 05/25/2022 SAN BERNARDINO COUNTY 0.00 12,608.91 12,608.91 AP 00424822 05/25/2022 SAN BERNARDINO CTY FIRE DEPARTMENT 0.00 2,294.19 2,294.19 AP 00424823 05/25/2022 SDI PRESENCE LLC 5,272.50 0.00 5,272.50 AP 00424824 05/25/2022 SHIELDS, JASON 60.84 0.00 60.84 AP 00424825 05/25/2022 SHOETERIA INC 704.17 0.00 704.17 AP 00424826 05/25/2022 SHOKIR, MAGDA 27.88 0.00 27.88 AP 00424827 05/25/2022 SHRED PROS 0.00 63.00 63.00 AP 00424828 05/25/2022 SIDDIQI, SHAW 9.72 0.00 9.72 AP 00424829 05/25/2022 SIDEPATH INC 7,900.00 0.00 7,900.00 AP 00424830 05/25/2022 SITEONE LANDSCAPE SUPPLY LLC 128.22 0.00 128.22 AP 00424832 05/25/2022 SOCIAL VOCATIONAL SERVICES 4,080.50 0.00 4,080.50 AP 00424833 05/25/2022 SOLORIO, KIMBERLY 513.63 0.00 513.63 AP 00424834 05/25/2022 SOUTH COAST AQMD 0.00 575.52 575.52 AP 00424836 05/25/2022 SOUTHERN CALIFORNIA EDISON 14,519.68 1,562.08 16,081.76 *** AP 00424837 05/25/2022 SOUTHERN CALIFORNIA EDISON 3,882.65 0.00 3,882.65 AP 00424838 05/25/2022 SPECIALTY FILM & PACKAGING INC 3,073.03 0.00 3,073.03 AP 00424839 05/25/2022 SPENCER, LUCILLE 25.08 0.00 25.08 AP 00424840 05/25/2022 STERLING COFFEE SERVICE 11469.19 0.00 1,469.19 AP 00424841 05/25/2022 STOTZ EQUIPMENT 458.84 0.00 458.84 AP 00424842 05/25/2022 SUN BADGE CO 0.00 2,176.85 2,176.85 AP 00424843 05/25/2022 THE COUNSELING TEAM INTERNATIONAL 0.00 1,125.00 1,125.00 AP 00424844 05/25/2022 TIREHUB LLC 1,992.18 532.78 2,524.96 *** AP 00424845 05/25/2022 TOOLE DESIGN GROUP LLC 7,806.72 0.00 7,806.72 AP 00424846 05/25/2022 TORO TOWING 400.00 0.00 400.00 AP 00424847 05/25/2022 TRANSTECH ENGINEERS INC 425.00 0.00 425.00 AP 00424848 05/25/2022 TURNOUT MAINTENANCE COMPANY LLC 0.00 129.30 129.30 AP 00424849 05/25/2022 TYUS, IDA 693.60 0.00 693.60 AP 00424850 05/25/2022 U.S. BANK PARS ACCT #6746022500 12,316.14 0.00 12,316.14 AP 00424851 05/25/2022 U.S. BANK PARS ACCT #6746022500 1,014.89 0.00 1,014.89 AP 00424852 05/25/2022 U.S. BANK PARS ACCT #6746022500 6,605.00 0.00 6,605.00 AP 00424853 05/25/2022 UPS 66.36 0.00 66.36 AP 00424854 05/25/2022 VADALIA, JAYANTILAL 20.03 0.00 20.03 AP 00424855 05/25/2022 VALLE, RAMONA 27.97 0.00 27.97 AP 00424856 05/25/2022 VALLEJO, CRISITA 28.51 0.00 28.51 AP 00424857 05/25/2022 VALLEJO, JOSE 28.60 0.00 28.60 AP 00424858 05/25/2022 VAZQUEZ, ELVIRA 31.57 0.00 31.57 AP 00424859 05/25/2022 VCA CENTRAL ANIMAL HOSPITAL 594.10 0.00 594.10 AP 00424860 05/25/2022 VELEZ, JOSE 21.84 0.00 21.84 AP 00424861 05/25/2022 VICTOR MEDICAL COMPANY 349.37 0.00 349.37 AP 00424862 05/25/2022 VICTORIA ANIMAL HOSPITAL 600.00 0.00 600.00 AP 00424863 05/25/2022 VIRGIN PULSE INC 1,332.60 0.00 1,332.60 AP 00424864 05/25/2022 VIRTUAL PROJECT MANAGER LLC 500.00 0.00 500.00 AP 00424865 05/25/2022 WANG, JIA XIU 31.03 0.00 31.03 AP 00424866 05/25/2022 WANG, PEIYU 17.05 0.00 17.05 AP 00424867 05/25/2022 WANG, YAZHOU 27.16 0.00 27.16 User: VLOPEZ - Veronica Lopez Page: 5 Current Date: 06/06/2022 Report: CK_AGENDA REG_PORTRAIT_CONSOLIDATED - CK: Agenda Check Register Portrait Layout Page Wme: 10:54:01 CITY OF RANCHO CUCAMONGA AND RANCHO CUCAMONGA FIRE PROTECTION DISTRICT Excluding So Calif Gas Company. Agenda Check Register 5/24/2022 through 6/5/2022 Check No. Check Date Vendor Name Ca Fire Amount AP 00424868 05/25/2022 WAXIE SANITARY SUPPLY 0.00 1,529.24 1,529.24 AP 00424869 05/25/2022 WEST COAST ARBORISTS INC 362.50 0.00 362.50 AP 00424870 05/25/2022 WILSON, DEBORAH 17.23 0.00 17.23 AP 00424871 05/25/2022 YUE, KEVEN JAY 1,300.00 0.00 1,300.00 AP 00424872 05/25/2022 ZHANG, BINBIN 106.24 0.00 106.24 AP 00424873 05/25/2022 ZHOU, XIURONG 18.86 0.00 18.86 AP 00424874 05/25/2022 ZOETIS US LLC 290.48 0.00 290.48 AP 00424875 05/26/2022 SECRETARY OF STATE 1.50 0.00 1.50 AP 00424876 06/01/2022 4 IMPRINT INC 1,965.06 0.00 1,965.06 AP 00424877 06/01/2022 49ER COMMUNICATIONS INC 0.00 275.68 275.68 AP 00424878 06/01/2022 ABLE CARD LLC 1,919.56 0.00 1,919.56 AP 00424879 06/01/2022 AFLAC GROUP INSURANCE 24.58 0.00 24.58 AP 00424880 06/01/2022 ALTA VISTA MOBILE HOME PARK 297.59 0.00 297.59 AP 00424881 06/01/2022 AM-TEC TOTAL SECURITY INC 11,838.75 0.00 11,838.75 AP 00424882 06/01/2022 AMS PLANNING & RESEARCH CORP 3,500.00 0.00 3,500.00 AP 00424883 06/01/2022 BERLITZ LANGUAGES INC 195.00 0.00 195.00 AP 00424884 06/01/2022 BRAUN BLAISING SMITH WYNNE 848.18 0.00 848.18 AP 00424885 06/01/2022 C V W D 214.22 0.00 214.22 AP 00424886 06/01/2022 C V W D 141.51 330.23 471.74 *** AP 00424892 06/01/2022 C V W D 99,043.80 380.27 99,424.07 *** AP 00424893 06/01/2022 CA LLC - ALTA LAGUNA MHP 400.00 0.00 400.00 AP 00424896 06/01/2022 CASA VOLANTE MOBILE HOME PARK 600.00 0.00 600.00 AP 00424897 06/01/2022 CAST PRODUCTIONS 17,613.00 0.00 17,613.00 AP 00424898 06/01/2022 CENTENO, JASON 0.00 320.00 320.00 AP 00424899 06/01/2022 CHAPARRAL HEIGHTS MOBILE HOME PARK 300.00 0.00 300.00 AP 00424900 06/01/2022 CINTAS CORPORATION #150 0.00 1,282.01 1,282.01 AP 00424901 06/01/2022 CLERK OF THE BOARD OF SUPERVISORS 50.00 0.00 50.00 AP 00424902 06/01/2022 COSTAR REALTY INFORMATION INC 785.51 0.00 785.51 AP 00424903 06/01/2022 CUMMINS SALES & SERVICE 0.00 948.60 948.60 AP 00424904 06/01/2022 DAISYECO INC 993.57 0.00 993.57 AP 00424905 06/01/2022 DIRECTV 100.24 0.00 100.24 AP 00424906 06/01/2022 ECORP CONSULTING INC 2,458.13 0.00 2,458.13 AP 00424907 06/01/2022 FAVELA JR, RICHARD 2,300.00 0.00 2,300.00 AP 00424908 06/01/2022 FEDERAL EXPRESS CORP 815.74 0.00 815.74 AP 00424909 06/01/2022 FEDERAL EXPRESS CORP 166.30 0.00 166.30 AP 00424910 06/01/2022 FEDERAL SIGNAL CORPORATION 0.00 417.30 417.30 AP 00424911 06/01/2022 FLORIN, JOSEPH 35.90 0.00 35.90 AP 00424912 06/01/2022 FRANKLIN TRUCK PARTS INC 0.00 123.26 123.26 AP 00424913 06/01/2022 FRONTIER COMM 2,385.73 665.53 3,051.26 *** AP 00424914 06/01/2022 FRONTIER COMM 4,001.75 0.00 4,001.75 AP 00424915 06/01/2022 GARCIA, PAIGE 2,300.00 0.00 2,300.00 AP 00424916 06/01/2022 GRAPHICS FACTORY PRINTING INC 80.81 0.00 80.81 AP 00424917 06/01/2022 GROVES ON FOOTHILL, THE 200.00 0.00 200.00 AP 00424918 06/01/2022 HD PRODUCTIONS INC 18,750.00 0.00 18,750.00 AP 00424919 06/01/2022 HOMETOWN AMERICA RAMONA VILLA 400.00 0.00 400.00 AP 00424920 06/01/2022 INLAND DESERT SECURITY & COMMUNICATIONS INC 147.65 0.00 147.65 AP 00424921 06/01/2022 INYO NETWORKS 11,119.50 0.00 11,119.50 User: VLOPEZ - Veronica Lopez Page: 6 Current Date: 06/06/2022 Report: CK_AGENDA REG_PORTRAIT_CONSOLIDATED - CK: Agenda Check Register Portrait Layout Page fine: 10:54:01 CITY OF RANCHO CUCAMONGA AND RANCHO CUCAMONGA FIRE PROTECTION DISTRICT Excluding So Calif Gas Company. Agenda Check Register 5/24/2022 through 6/5/2022 Check No. Check Date Vendor Name Ca Fire Amount AP 00424922 06/01/2022 K-K WOODWORKING 43.06 0.00 43.06 AP 00424923 06/01/2022 KLEIN PRODUCTS 108.68 0.00 108.68 AP 00424924 06/01/2022 KOA CORPORATION 561.23 0.00 561.23 AP 00424925 06/01/2022 KORICH, HOI LAN 102.25 0.00 102.25 AP 00424926 06/01/2022 LI, HONGMEI 664.00 0.00 664.00 AP 00424927 06/01/2022 LIFE -ASSIST INC 0.00 4,826.95 4,826.95 AP 00424928 06/01/2022 MARTINEZ, ALEC 78.79 0.00 78.79 AP 00424929 06/01/2022 MC AVOY & MARKHAM 19,176.81 0.00 19,176.81 AP 00424930 06/01/2022 MICHELLE CO 498.76 0.00 498.76 AP 00424931 06/01/2022 MIDWEST TAPE 2,560.38 0.00 2,560.38 AP 00424932 06/01/2022 NAPA AUTO PARTS 10.01 0.00 10.01 AP 00424933 06/01/2022 NUNEZ, CLAUDIA 466.37 0.00 466.37 AP 00424934 06/01/2022 PINES MOBILE HOME PARK, THE 100.00 0.00 100.00 AP 00424935 06/01/2022 PIP PRINTING 1,039.79 0.00 1,039.79 AP 00424936 06/01/2022 PRE -PAID LEGAL SERVICES INC 53.36 0.00 53.36 AP 00424937 06/01/2022 QUADIENT INC 713.03 0.00 713.03 AP 00424938 06/01/2022 READ THE BOOKS LLC 1,070.00 0.00 1,070.00 AP 00424939 06/01/2022 SBPEA 2,421.36 0.00 2,421.36 AP 00424940 06/01/2022 SCRRA 3,000.00 0.00 3,000.00 AP 00424941 06/01/2022 DICUS SHERIFF -CORONER, SHANNON D 24.00 0.00 24.00 AP 00424942 06/01/2022 SHARIF, MOHAMMAD 27.62 0.00 27.62 AP 00424943 06/01/2022 SHI, JIAXUAN 57.02 0.00 57.02 AP 00424944 06/01/2022 SHOETERIA INC 200.00 0.00 200.00 AP 00424945 06/01/2022 SILVER & WRIGHT LLP 8,116.84 0.00 8,116.84 AP 00424949 06/01/2022 SOUTHERN CALIFORNIA EDISON 8,461.13 0.00 8,461.13 AP 00424950 06/01/2022 SYCAMORE VILLA MOBILE HOME PARK 300.00 0.00 300.00 AP 00424951 06/01/2022 TIREHUB LLC 5,802.31 0.00 5,802.31 AP 00424952 06/01/2022 ULINE 235.17 0.00 235.17 AP 00424953 06/01/2022 UNITED WAY 45.00 0.00 45.00 AP 00424954 06/01/2022 UPS 47.00 0.00 47.00 AP 00424955 06/01/2022 VERIZON BUSINESS SERVICES 42.61 0.00 42.61 AP 00424956 06/01/2022 VINYL MAYHEM 134.69 0.00 134.69 AP 00424957 06/01/2022 WEI , YUXUAN 75.96 0.00 75.96 AP 00424958 06/01/2022 XEROX FINANCIAL SERVICES 298.38 0.00 298.38 Total City: $5,173,295.50 Total Fire: $268,061.15 Grand Total: $5,441,35YG5 Note: *** Check Number includes both City and Fire District expenditures User: VLOPEZ - Veronica Lopez Page: 7 Current Date: 06/06/2022 Report: CK_AGENDA REG_PORTRAIT_CONSOLIDATED - CK: Agenda Check Register Portrait Layout Page Wine: 10:54:01 CITY OF RANCHO CUCAMONGA AND RANCHO CUCAMONGA FIRE PROTECTION DISTRICT Electronic Debit Register MAY 1, 2022 TO MAY 31, 2022 DATE DESCRIPTION CITY FIRE AMOUNT 5/2 WIRE PAYMENT - RCMU CAISO 32,219.14 32,219.14 5/2 Workers Comp - City Account Transfer 154.24 154.24 5/2 Workers Comp - Fire Account Transfer 2,642.22 2,642.22 5/3 Bank Fee 110.35 - 110.35 5/3 U.S. BANK - Purchasing Card, Corporate Card and Costco Card Payment 104,857.93 34,257.60 139,115.53 5/3 Workers Comp - City Account Transfer 72.10 72.10 5/3 Workers Comp - Fire Account Transfer 2,710.59 2,710.59 5/4 CALPERS - City - Retirement Account Deposit 184,139.19 184,139.19 5/4 CALPERS - City - Retirement Account Deposit 62,364.14 62,364.14 5/4 CALPERS - City - Retirement Account Deposit 99,533.74 99,533.74 5/4 CALPERS - Fire - Retirement Account Deposit 1,325.24 1,325.24 5/4 Workers Comp - City Account Transfer 2,983.45 2,983.45 5/4 Workers Comp - Fire Account Transfer 3,914.89 3,914.89 5/5 CALPERS - Fire - Retirement Account Deposit 3,496.17 3,496.17 5/5 CALPERS - Fire - Retirement Account Deposit 5,309.40 5,309.40 5/5 CALPERS - Fire - Retirement Account Deposit 10,234.71 10,234.71 5/5 CALPERS - Fire - Retirement Account Deposit 36,199.49 36,199.49 5/5 CALPERS - Fire - Retirement Account Deposit 96,425.72 96,425.72 5/5 STATE DISBURSEMENT UNIT - Child Support Payments 3,534.45 3,534.45 5/5 STATE DISBURSEMENT UNIT - Child Support Payments 1,732.50 1,732.50 5/5 Workers Comp - City Account Transfer 298.00 298.00 5/5 Workers Comp - Fire Account Transfer 3,556.49 3,556.49 5/6 Workers Comp - City Account Transfer 833.19 833.19 5/6 Workers Comp - Fire Account Transfer 1,750.39 1,750.39 5/9 WIRE PAYMENT - RCMU CAISO 25,989.38 25,989.38 5/9 Workers Comp - Fire Account Transfer 1,667.86 1,667.86 5/10 Workers Comp - City Account Transfer 245.16 245.16 5/10 Workers Comp - Fire Account Transfer 486.89 486.89 5/11 Workers Comp - City Account Transfer 2,103.48 2,103.48 5/11 Workers Comp - Fire Account Transfer 3,263.09 3,263.09 5/12 Workers Comp - City Account Transfer 260.00 260.00 5/12 Workers Comp - Fire Account Transfer 2,056.45 2,056.45 5/13 Workers Comp - City Account Transfer 151.71 151.71 5/13 Workers Comp - Fire Account Transfer 2,487.76 2,487.76 5/16 WIRE PAYMENT - RCMU CAISO 29,970.35 29,970.35 5/16 Workers Comp - City Account Transfer 244.10 244.10 5/16 Workers Comp - Fire Account Transfer 581.07 581.07 5/17 Workers Comp - City Account Transfer 1,123.30 1,123.30 5/17 Workers Comp - Fire Account Transfer 2,039.79 2,039.79 5/18 CALPERS - City - Retirement Account Deposit 182,907.21 182,907.21 5/18 CALPERS - City - Retirement Account Deposit 61,441.25 61,441.25 5/18 CALPERS - City - Retirement Account Deposit 100,829.71 100,829.71 5/18 Workers Comp - City Account Transfer 488.86 488.86 5/18 Workers Comp - Fire Account Transfer 2,411.18 2,411.18 5/19 CALPERS - Fire - Retirement Account Deposit 3,496.17 3,496.17 5/19 CALPERS - Fire - Retirement Account Deposit 5,309.40 5,309.40 5/19 CALPERS - Fire - Retirement Account Deposit 10,234.71 10,234.71 5/19 CALPERS - Fire - Retirement Account Deposit 36,315.52 36,315.52 5/19 CALPERS - Fire - Retirement Account Deposit 94,108.90 94,108.90 5/19 STATE DISBURSEMENT UNIT - Child Support Payments 3,534.45 3,534.45 5/19 STATE DISBURSEMENT UNIT - Child Support Payments 1,732.50 1,732.50 5/19 Workers Comp - Fire Account Transfer 782.24 782.24 5/23 WIRE PAYMENT - RCMU CAISO 154,322.56 154,322.56 5/23 Workers Comp - City Account Transfer 582.48 582.48 5/24 Workers Comp - City Account Transfer 529.67 529.67 5/24 Workers Comp - Fire Account Transfer 485.96 485.96 5/25 Workers Comp - City Account Transfer 2,126.08 2,126.08 5/25 Workers Comp - Fire Account Transfer 939.58 939.58 1 Page 25 CITY OF RANCHO CUCAMONGA AND I:LV[41:[SI4111141-11►7iIQ0ICl_191:1:l:j:1019*49 D]►D]"9.1lot I Electronic Debit Register MAY 1, 2022 TO MAY 31, 2022 DATE DESCRIPTION CITY FIRE AMOUNT 5/26 Workers Comp - Fire Account Transfer 1,195.32 1,195.32 5/27 Workers Comp - City Account Transfer 4,199.04 4,199.04 5/27 Workers Comp - Fire Account Transfer 772.97 772.97 5/31 WIRE PAYMENT - RCMU CAISO 21,482.86 21,482.86 5/31 Workers Comp - City Account Transfer 3,401.65 3,401.65 5/31 Workers Comp - Fire Account Transfer 6,484.44 6,484.44 TOTAL CITY 1,083,429.32 TOTAL FIRE 384,011.11 GRAND TOTAL 1,467,440.43 Page 26 DATE: June 15, 2022 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 $20,740.83 Dated May 24, 2022 Through June 5, 2022. (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 $19,119.94 and $1,620.89 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 27 CITY OF RANCHO CUCAMONGA AND RANCHO CUCAMONGA FIRE PROTECTION DISTRICT So Calif Gas Company Only. Agenda Check Register 5/24/2022 through 6/5/2022 Check No. Check Date Vendor Name Ca Fire Amount AP 00424831 05/25/2022 SO CALIF GAS COMPANY 0.00 297.52 297.52 AP 00424946 06/01/2022 SO CALIF GAS COMPANY 19,119.94 1,323.37 20,443.31 *** Total City: $19,119.94 Total Fire: $1,620.89 Grand Total: $20,74U.S3 Note: *** Check Number includes both City and Fire District expenditures User: VLOPEZ - Veronica Lopez Page: 1 Current Date: 06/06/2022 Report: CK_AGENDA REG_PORTRAIT_CONSOLIDATED - CK: Agenda Check Register Portrait Layout Page Wne: 10:58:24 DATE: June 15, 2022 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 Jason A. Shields, Management Analyst II SUBJECT: Consideration to Receive and File Current Investment Schedules as of May 31, 2022 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 May 31, 2022. BACKGROUND: The attached investment schedules as of May 31, 2022 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 29 City of Rancho Cucamonga Portfolio Summary RANCHO May 31, 2022 CUCAMONGA Cash Dividends Closing Portfolio Holdings and Income Market Value PFM Managed Account PFM Cash Balance State Pool Passbook/Checking Accounts Total $ 86,908.01 $ 297,212,073.64 252,403.37 74,183,890.49 9,357,273.98 $ 86,908.01 $ 381,005,641.48 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 6'/7/Z, Date ATTACHMENT Page 30 Pfm asset management Consolidated Summary Statement CITY OF RANCHO CUCAMONGA Cash Dividends Closing Portfolio Holdings and Income Market Value PFMAM Managed Account 86,908.01 297,212,073.64 Local Agency Investment Fund 0.00 74,183,890.49 Passbook/Checking Accounts 0.00 9,357,273.98 Total $86,908.01 $380,753,238.11 Portfolio Holdings Closing Market Value Percent Under 30 days 83,541,164.47 21.94 31 to 60 days 0.00 0.00 61 to 90 days 499,850.00 0.13 91 to 180 days 0.00 0.00 181 days to 1 year 27,678,804.94 7.27 1 to 2 years 80,153,439.45 21.05 2 to 3 years 66,783,488.92 17.54 3 to 4 years 73,142,745.46 19.21 4 to 5 years 48,953,744.87 12.86 Over 5 years 0.00 0.00 Total $380,753,238.11 100.000/0 Weighted Average Days to Maturity 739 PFM Asset Management LLC Account Statement For the Month Ending May 31, 2022 Investment Type Closing Market Value Percent Asset -Backed Security 11,125,535.54 2.92 Federal Agency Bond / Note 36,668,677.08 9.63 Corporate Note 55,558,459.70 14.59 Certificate of Deposit 2,993,660.78 0.79 Certificate of Deposit - FDIC Insured 1,175,826.32 0.31 Municipal Bond / Note 992,185.00 0.26 Supra -National Agency Bond / Note 6,396,865.51 1.68 U.S. Treasury Bond / Note 182,300,863.71 47.88 Local Agency Investment Fund 74,183,890.49 19.48 Passbook/Checking Accounts 9,357,273.98 2.46 Total $380.753.238.11 100.000/0 Passbook/Che< Accounts 2. Local Ager Investment 1 19. US TSY Bond / 47.88% ABS 2.92% Fed Agy Bond / Note 9.63% Corporate Note 14.59% Cert of Deposit 0.79% Cert of Deposit - FDIC 0.31% Muni Bond / Note 0.26% Supra -National Agency Bond / Note 1.68% Summary Page 1 Page 31 Pfm asset management Managed Account Summary Statement CITY OF RANCHO CUCAMONGA - Opening Market Value $277,424,746.65 Maturities/Calls (1,601,850.11) Principal Dispositions (2,075,633.78) Principal Acquisitions 21,877,622.64 Unsettled Trades 0.00 Change in Current Value 1,587,188.24 Closing Market Value $297,212,073.64 Interest/Dividends/Coupons Received Less Purchased Interest Related to Interest/Coupons Plus Net Realized Gains/Losses Total Cash Basis Earninas Ending Amortized Value of Securities Ending Accrued Interest Plus Proceeds from Sales Plus Proceeds of Maturities/Calls/Principal Payments Plus Coupons/Dividends Received Less Cost of New Purchases Less Beginning Amortized Value of Securities Less Beginning Accrued Interest Total Accrual Basis Earnings PFM Asset Management LLC 322,837.39 (52,942.35) (182,987.03) $86,908.01 309,764,531.73 708,409.87 2,076,291.45 1,610,872.33 312,851.79 (21,930,564.99) (291,688,012.88) (699, 542.88) $154,836.42 For the Month Ending May 31, 2022 Maturities/Calls 1,609,022.22 Sale Proceeds 2,521,218.25 Coupon/Interest/Dividend Income 312,851.79 Principal Payments 1,850.11 Security Purchases (22,375,444.84) Net Cash Contribution 18,000,000.00 Reconciling Transactions 0.00 Closing Cash Balance $252,403.37 Account 73340000 Page 1 Page 32 Pfm asset management Portfolio Summary and Statistics CITY OF RANCHO CUCAMONGA - Description Par Value Market Value Percent U.S. Treasury Bond / Note 189,650,000.00 182,300,863.71 61.34 Supra -National Agency Bond / Note 6,665,000.00 6,396,865.51 2.15 Municipal Bond / Note 1,000,000.00 992,185.00 0.33 Federal Agency Bond / Note 38,745,000.00 36,668,677.08 12.34 Corporate Note 57,690,000.00 55,558,459.70 18.69 Certificate of Deposit - FDIC Insured 1,225,000.00 1,175,826.32 0.40 Certificate of Deposit 3,000,000.00 2,993,660.78 1.01 Asset -Backed Security 11,508,149.89 11,125,535.54 3.74 Managed Account Sub -Total 309,483,149.89 297,212,073.64 100.00% Accrued Interest 708,409.87 Total Portfolio 309,483,149.89 297,920,483.51 Unsettled Trades 26.97% 0.00 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 US TSY Bond / Note 61.34% Yield to Maturity at Cost For the Month Ending May 31, 2022 ABS 3.74% Cert of Deposit 1.01% Cert of Deposit - FDIC 0.40% Corporate Note 18.69% Fed Agy Bond / Note 12.34% Muni Bond / Note 0.33% Supra -National Agency Bond / Note 2.15% 0.96% Yield to Maturity at Market 2.63% Weighted Average Days to Maturity 946 Account 73340000 Page 2 Page 33 pfm asset management Managed Account Issuer Summary CITY OF RANCHO CUCAMONGA - Market Value Issuer of Holdings Percent AMAZON.COM INC 1,395,061.28 0.47 AMERICAN EXPRESS CO 1,703,944.65 0.57 AMERICAN HONDA FINANCE 1,826,096.00 0.61 APPLE INC 7,836,172.74 2.64 ASTRAZENECA PLC 1,540,319.95 0.52 BANK OF AMERICA CO 1,972,908.00 0.66 BMW FINANCIAL SERVICES NA LLC 488,849.33 0.16 CAPITAL ONE FINANCIAL CORP 1,775,960.98 0.60 CARMAX AUTO OWNER TRUST 2,380,709.95 0.80 CATERPILLAR INC 1,820,716.00 0.61 CHARLES SCHWAB 2,540,922.64 0.85 CHIPPEWA VALLEY BANK 225,831.45 0.08 CITIGROUP INC 1,412,635.50 0.48 DEERE & COMPANY 1,862,518.00 0.63 ENERBANK USA 232,592.96 0.08 FANNIE MAE 25,424,107.38 8.56 FEDERAL FARM CREDIT BANKS 2,793,909.00 0.94 FREDDIE MAC 8,450,660.70 2.84 GENERAL DYNAMICS CORP 1,610,739.20 0.54 GM FINANCIAL CONSUMER AUTOMOBILE TRUST 916,737.77 0.31 GM FINANCIAL LEASINGTRUST 503,661.86 0.17 GOLDMAN SACHS GROUP INC 1,755,499.30 0.59 HOME DEPOT INC 1,960,910.00 0.66 HONDA AUTO RECEIVABLES 1,235,276.43 0.42 HONEYWELL INTERNATIONAL 1,447,347.20 0.49 HSBC HOLDINGS PLC 2,005,344.00 0.67 HYUNDAI AUTO LEASE SECURITIZATION TRUST 274,450.71 0.09 HYUNDAI AUTO RECEIVABLES 1,996,420.04 0.67 IBM CORP 1,664,951.68 0.56 INTER-AMERICAN DEVELOPMENT BANK 5,031,785.29 1.69 INTL BANK OF RECONSTRUCTION AND DEV 1,365,080.22 0.46 JP MORGAN CHASE & CO 1,551,313.27 0.52 PFM Asset Management LLC 1.: BI 1.( 5.( 1J 76.63% For the Month Ending May 31, 2022 78% 17% .21% -1+ .01% A .46% Account 73340000 Page 3 Page 34 pfm asset management Managed Account Issuer Summary CITY OF RANCHO CUCAMONGA - - Market Value Issuer of Holdings Percent KUBOTA CREDIT OWNER TRUST 874,911.59 0.29 MEDALLION BANK UTAH 226,177.39 0.08 MERCEDES-BENZ AUTO LEASE TRUST 176,583.81 0.06 MORGAN STANLEY 1,218,055.02 0.41 NATIONAL RURAL UTILITIES CO FINANCE CORP 444,644.89 0.15 NORTHERN TRUST 1,634,670.84 0.55 NOVARTIS AG 2,921,496.00 0.98 Roche Holding AG 2,936,839.14 0.99 SAN MATEO-FOSTER CITY SCHOOL DISTRICT 992,185.00 0.33 STATE STREET CORPORATION 2,207,756.66 0.74 TARGET CORP 334,860.50 0.11 THE BANK OF NEW YORK MELLON CORPORATION 1,534,601.96 0.52 TORONTO-DOMINION BANK 2,993,660.78 1.01 TOYOTA MOTOR CORP 1,009,764.47 0.34 TRUIST FIN CORP 1,914,616.20 0.64 UNILEVER PLC 418,125.40 0.14 UNITED STATES TREASURY 182,300,863.71 61.35 UNITEDHEALTH GROUP INC 404,502.40 0.14 US BANCORP 2,427,852.50 0.82 VOLKSWAGEN OF AMERICA 990,822.40 0.33 WELLS FARGO & COMPANY 245,649.50 0.08 Total PFM Asset Management LLC $ 29 7, 212, 073.64 100.000/0 For the Month Ending May 31, 2022 Account 73340000 Page 4 Page 35 pfm asset management Managed Account Detail of Securities Held For the Month Ending May 31, 2022 CITY OF RANCHO CUCAMONGA - Security Type/Description S&P Moody's Trade Settle Original YTM Accrued Amortized Market Dated Date/Coupon/Maturity U.S. Treasury Bond / Note CUSIP Par Rating Rating Date Date Cost at Cost Interest Cost Value US TREASURY NOTES 9128283U2 1,400,000.00 AA+ Aaa 11/17/20 11/20/20 1,467,101.56 0.19 11,113.95 1,420,414.94 1,405,468.68 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 12,007.24 1,842,776.34 1,819,332.72 DTD 02/28/2018 2.625% 02/28/2023 US TREASURY NOTES 912828P79 4,250,000.00 AA+ Aaa 01/25/21 01/26/21 4,371,523.44 0.13 16,110.73 4,293,321.59 4,236,718.75 DTD 02/29/2016 1.500% 02/28/2023 US TREASURY NOTES 912828ZD5 3,450,000.00 AA+ Aaa 10/30/20 11/05/20 3,477,357.42 0.16 3,656.25 3,459,129.74 3,411,187.50 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 11,956.52 5,117,487.67 5,028,125.00 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 0.17 155.40 3,550,668.52 3,481,406.25 DTD 05/31/2016 1.625% 05/31/2023 US TREASURY NOTES 912828ZU7 6,500,000.00 AA+ Aaa 09/24/20 09/28/20 6,518,281.25 0.15 7,500.00 6,506,998.58 6,371,015.30 DTD 06/15/2020 0.250% 06/15/2023 US TREASURY N/B NOTES 91282CCN9 6,000,000.00 AA+ Aaa 08/06/21 08/09/21 5,990,156.25 0.21 2,506.91 5,994,197.51 5,856,562.80 DTD 07/31/2021 0.125% 07/31/2023 US TREASURY NOTES 91282CAF8 5,000,000.00 AA+ Aaa 10/06/20 10/07/20 4,991,796.88 0.18 1,830.11 4,996,536.11 4,875,000.00 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 1,324.73 4,994,704.84 4,864,062.50 DTD 09/15/2020 0.125% 09/15/2023 US TREASURY NOTES 91282CDA6 2,000,000.00 AA+ Aaa 10/04/21 10/06/21 1,999,140.63 0.27 846.99 1,999,423.13 1,947,500.00 DTD 09/30/2021 0.250% 09/30/2023 US TREASURY N/B NOTES 91282CDDO 6,000,000.00 AA+ Aaa 11/01/21 11/03/21 5,983,125.00 0.52 1,956.52 5,987,999.48 5,838,750.00 DTD 10/31/2021 0.375% 10/31/2023 US TREASURY N/B NOTES 91282CDR9 3,500,000.00 AA+ Aaa 01/03/22 01/05/22 3,497,949.22 0.78 11,022.10 3,498,365.03 3,411,406.25 DTD 12/31/2021 0.750% 12/31/2023 US TREASURY N/B NOTES 91282CDR9 5,000,000.00 AA+ Aaa 01/06/22 01/07/22 4,987,304.69 0.88 15.745.86 4,989,850.78 4,873,437.50 DTD 12/31/2021 0.750% 12/31/2023 PFM Asset Management LLC Account 73340000 Page 5 Page 36 Pfm asset management Managed Account Detail of Securities Held For the Month Ending May 31, 2022 CITY OF RANCHO CUCAMONGA - Security Type/Description S&P Moody's Trade Settle Original YTM Accrued Amortized Market Dated Date/Coupon/Maturity U.S. Treasury Bond / Note CUSIP Par Rating Rating Date Date Cost at Cost Interest Cost Value US TREASURY N/B NOTES 91282CDVO 5,000,000.00 AA+ Aaa 04/21/22 04/22/22 4,845,507.81 2.67 14,623.62 4,855,029.67 4,873,437.50 DTD 01/31/2022 0.875% 01/31/2024 US TREASURY NOTES 9128286GO 8,000,000.00 AA+ Aaa 09/24/20 09/28/20 8,600,312.50 0.18 48.016.30 8,306,644.82 7,991,249.60 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 6,286.96 3,736,986.27 3,580,544.71 DTD 05/01/2017 2.000% 04/30/2024 US TREASURY N/B NOTES 91282CCC3 1,900,000.00 AA+ Aaa 11/01/21 11/03/21 1,878,921.88 0.69 219.43 1,883,712.36 1,817,765.72 DTD 05/15/2021 0.250% 05/15/2024 US TREASURY NOTES 9128286Z8 5,150,000.00 AA+ Aaa 05/06/22 05/09/22 5,042,976.56 2.75 37,842.54 5,046,120.29 5,065,508.07 DTD 06/30/2019 1.750% 06/30/2024 US TREASURY N/B NOTES 91282CCL3 5,000,000.00 AA+ Aaa 08/02/21 08/03/21 5,006,640.63 0.33 7,095.99 5,004,778.54 4,774,219.00 DTD 07/15/2021 0.375% 07/15/2024 US TREASURY NOTES 912828Y87 5,670,000.00 AA+ Aaa 10/06/20 10/07/20 5,995,139.06 0.24 33,166.37 5,854,626.70 5,572,546.88 DTD 07/31/2019 1.750% 07/31/2024 US TREASURY N/B NOTES 91282CCT6 4,000,000.00 AA+ Aaa 09/01/21 09/03/21 3,996,250.00 0.41 4,392.27 3,997,193.59 3,810,624.80 DTD 08/15/2021 0.375% 08/15/2024 US TREASURY NOTES 912828YE4 2,245,000.00 AA+ Aaa 01/25/21 01/26/21 2,325,942.78 0.24 7.091.88 2,295,674.00 2,179,053.13 DTD 08/31/2019 1.250% 08/31/2024 US TREASURY N/B NOTES 91282CCX7 1,400,000.00 AA+ Aaa 10/04/21 10/06/21 1,394,914.06 0.50 1,112.77 1,396,040.06 1,330,437.50 DTD 09/15/2021 0.375% 09/15/2024 US TREASURY NOTES 9128282Y5 5,645,000.00 AA+ Aaa 09/24/20 09/28/20 6,075,872.27 0.21 20,320.46 5,895,924.93 5,581,493.75 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 3,260.87 2,571,470.30 2,433,203.00 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 0.30 204.92 5,149,268.81 4,857,812.50 DTD 11/30/2019 1.500% 11/30/2024 US TREASURY NOTES 912828YYO 1,000,000.00 AA+ Aaa 01/03/22 01/05/22 1,021,210.94 1.03 7,348.07 1,018,353.00 976,562.50 DTD 12/31/2019 1.750% 12/31/2024 PFM Asset Management LLC Account 73340000 Page 6 Page 37 Pfm asset management Managed Account Detail of Securities Held For the Month Ending May 31, 2022 CITY OF RANCHO CUCAMONGA - Security Type/Description S&P Moody's Trade Settle Original YTM Accrued Amortized Market Dated Date/Coupon/Maturity U.S. Treasury Bond / Note CUSIP Par Rating Rating Date Date Cost at Cost Interest Cost Value US TREASURY NOTES 9128283Z1 6,000,000.00 AA+ Aaa 09/24/20 09/28/20 6,663,750.00 0.23 41,698.37 6,412,479.09 6,005,625.00 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 2,329.23 2,762,558.64 2,584.140.63 DTD 03/31/2020 0.500% 03/31/2025 US TREASURY NOTES 912828ZL7 2,100,000.00 AA+ Aaa 01/06/22 01/07/22 2,042,003.91 1.23 684.78 2,048,959.60 1,961,531.25 DTD 04/30/2020 0.375% 04/30/2025 US TREASURY NOTES 91282CAB7 3,400,000.00 AA+ Aaa 05/20/22 05/23/22 3,140,085.94 2.77 2,841.16 3,142,093.86 3,141,812.50 DTD 07/31/2020 0.250% 07/31/2025 US TREASURY NOTES 91282CAB7 4,500,000.00 AA+ Aaa 01/25/21 01/26/21 4,478,730.47 0.36 3,760.36 4,485,071.30 4,158,281.25 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 5,849.45 6,969,624.62 6,468,437.50 DTD 07/31/2020 0.250% 07/31/2025 US TREASURY NOTES 91282CAZ4 3,000,000.00 AA+ Aaa 02/16/22 02/17/22 2,833,007.81 1.91 30.74 2,845,574.52 2,759,062.50 DTD 11/30/2020 0.375% 11/30/2025 US TREASURY NOTES 91282CBC4 3,900,000.00 AA+ Aaa 05/06/21 05/07/21 3,837,082.03 0.73 6,140.88 3,851,524.65 3,580,078.32 DTD 12/31/2020 0.375% 12/31/2025 US TREASURY NOTES 91282CBH3 745,000.00 AA+ Aaa 07/06/21 07/07/21 732,748.24 0.74 933.82 735,163.36 682,256.99 DTD 01/31/2021 0.375% 01/31/2026 US TREASURY NOTES 91282CBH3 6,000,000.00 AA+ Aaa 08/06/21 08/09/21 5,912,578.13 0.71 7,520.72 5,928,395.29 5,494,687.20 DTD 01/31/2021 0.375% 01/31/2026 US TREASURY NOTES 91282CB03 2,650,000.00 AA+ Aaa 03/02/21 03/03/21 2,623,810.55 0.70 3,348.51 2,630,347.14 2,433,031.25 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 3,811.48 2,979,732.03 2,776,406.40 DTD 03/31/2021 0.750% 03/31/2026 US TREASURY NOTES 912828R36 3,525,000.00 AA+ Aaa 03/03/22 03/07/22 3,504,758.79 1.77 2,646.14 3,505,896.53 3,368,578.13 DTD 05/16/2016 1.625% 05/15/2026 US TREASURY N/B NOTES 91282CCF6 3,000,000.00 AA+ Aaa 02/16/22 02/17/22 2,854,687.50 1.93 61.48 2,864,350.22 2,765,625.00 DTD 05/31/2021 0.750% 05/31/2026 PFM Asset Management LLC Account 73340000 Page 7 Page 38 Pfm asset management Managed Account Detail of Securities Held CITY OF RANCHO CUCAMONGA - - Security Type/Description S&P Moody's Trade Settle Original YTM Accrued Dated Date/Coupon/Maturity CUSIP Par Rating Rating Date Date Cost at Cost Interest US TREASURY N/B NOTES 91282CCF6 DTD 05/31/2021 0.750% 05/31/2026 US TREASURY N/B NOTES 91282CCP4 DTD 07/31/2021 0.625% 07/31/2026 US TREASURY N/B NOTES 91282CCP4 DTD 07/31/2021 0.625% 07/31/2026 US TREASURY NOTES 9128282A7 DTD 08/15/2016 1.500% 08/15/2026 US TREASURY N/B NOTES 91282CDG3 DTD 10/31/2021 1.125% 10/31/2026 US TREASURY N/B NOTES 91282CDG3 DTD 10/31/2021 1.125% 10/31/2026 US TREASURY N/B NOTES 91282CDK4 DTD 11/30/2021 1.250% 11/30/2026 US TREASURY N/B NOTES 91282CDO1 DTD 12/31/2021 1.250% 12/31/2026 Security Type Sub -Total INTL BK RECON & DEVELOP NOTES DTD 11/24/2020 0.250% 11/24/2023 INTER-AMERICAN DEVEL BK NOTES DTD 09/23/2021 0.500% 09/23/2024 INTER-AMERICAN DEVELOPMENT BANK NOTES DTD 01/16/2020 1.750% 03/14/2025 Security Type Sub -Total For the Month Ending May 31, 2022 Amortized Market Cost Value 6,100,000.00 AA+ Aaa 06/02/21 06/04/21 6,086,656.25 0.79 125.00 6,089,307.42 5,623,437.50 2,000,000.00 AA+ Aaa 08/06/21 08/09/21 1,986,015.63 0.77 4,178.18 1,988,293.77 1,827,812.40 3,000,000.00 AA+ Aaa 08/02/21 08/03/21 2,992,031.25 0.68 6,267.26 2,993,351.36 2,741,718.60 4,525,000.00 AA+ Aaa 04/21/22 04/22/22 4,249,081.05 3.02 19,875.00 4,256,084.07 4,286,023.44 400,000.00 AA+ Aaa 11/17/21 11/18/21 397,578.13 1.25 391.30 397,839.34 371,750.00 3,000,000.00 AA+ Aaa 05/20/22 05/23/22 2,789,648.44 2.82 2,934.79 2,790,815.62 2,788,125.00 2,895,000.00 AA+ Aaa 12/01/21 12/03/21 2,903,255.27 1.19 98.87 2,902,440.16 2,703,206.25 1,625,000.00 AA+ Aaa 01/03/22 01/05/22 1,616,684.57 1.36 8,529.01 1,617,355.83 1,514,804.69 189,650,000.00 191,363,507.85 0.76 412,772.29 189,860,956.02 182,300,863.71 459058JM6 1,410,000.00 AAA Aaa 11/17/20 11/24/20 1,406,968.50 0.32 68.54 1,408,502.25 1,365,080.22 4581XODZ8 3,755,000.00 AAA Aaa 09/15/21 09/23/21 3,752,221.30 0.52 3,546.39 3,752,857.66 3,571,598.29 4581XODK1 1,500,000.00 AAA Aaa 02/19/21 02/23/21 1,576,950.00 0.47 5,614.58 1,552,877.13 1,460,187.00 6,665,000.00 6,736,139.80 0.47 9,229.51 6,714,237.04 6,396,865.51 PFM Asset Management LLC Account 73340000 Page 8 Page 39 Pfm asset management Managed Account Detail of Securities Held For the Month Ending May 31, 2022 CITY OF RANCHO CUCAMONGA - Security Type/Description Dated Date/Coupon/Maturity Municipal Bond / Note SAN MATEO-FOSTER SCH DIST, CA TXBL GO BO DTD 05/19/2020 1.162% 08/01/2022 SAN MATEO-FOSTER SCH DIST, CA TXBL GO BO DTD 05/19/2020 1.266% 08/01/2023 CUSIP 799055OR2 7990550SO Par 500,000.00 500,000.00 S&P Rating AA+ AA+ Moody's Rating Aaa Aaa Trade Date 05/19/20 05/19/20 Settle Date 05/19/20 05/19/20 Original Cost 502,300.00 503.385.00 YTM at Cost 0.95 1.05 Accrued Interest 1,936.67 2,110.00 Amortized Cost 500,174.50 501,233.54 Market Value 499,850.00 492,335.00 Security Type Sub -Total Federal Agency Bond / Note 1,000,000.00 1,005,685.00 1.00 4,046.67 1,001,408.04 992,185.00 FANNIE MAE NOTES 3135G05G4 4,260,000.00 AA+ Aaa 09/24/20 09/28/20 4,261,192.80 0.24 4,171.25 4,260,474.77 4,166,863.62 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 2,766.67 4,801,263.81 4,677,667.20 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 0.28 295.14 1,699,269.90 1,649,635.80 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 0.29 122.22 4,397,512.58 4,262,544.00 DTD 11/25/2020 0.250% 11/27/2023 FANNIE MAE NOTES 3135G04Z3 2,895,000.00 AA+ Aaa 07/21/20 07/21/20 2,901,803.25 0.45 6,594.17 2,899,221.66 2,701,451.88 DTD 06/19/2020 0.500% 06/17/2025 FANNIE MAE NOTES 3135G04Z3 5,000,000.00 AA+ Aaa 09/24/20 09/28/20 5,017,800.00 0.42 11,388.89 5,011,487.87 4,665,720.00 DTD 06/19/2020 0.500% 06/17/2025 FEDERAL FARM CREDIT BANK NOTES 3133ELR71 3,000,000.00 AA+ Aaa 07/21/20 07/21/20 3,007,110.00 0.45 6,208.33 3,004,434.41 2,793,909.00 DTD 07/02/2020 0.500% 07/02/2025 FANNIE MAE NOTES (CALLABLE) 3136G4ZJ5 2,500,000.00 AA+ Aaa 07/21/20 07/21/20 2,499,000.00 0.63 5,642.36 2,499,372.40 2,336,837.50 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 2,000.00 1,992,256.84 1,848,672.00 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 1,629.17 2,295,407.44 2,123,357.70 DTD 09/25/2020 0.375% 09/23/2025 PFM Asset Management LLC Account 73340000 Page 9 Page 40 Pfm asset management Managed Account Detail of Securities Held For the Month Ending May 31, 2022 CITY OF RANCHO CUCAMONGA - Security Type/Description Dated Date/Coupon/Maturity Federal Agency Bond / Note FANNIE MAE NOTES DTD 11/12/2020 0.500% 11/07/2025 FANNIE MAE NOTES DTD 11/12/2020 0.500% 11/07/2025 CUSIP 3135G06G3 3135G06G3 Par 1,390,000.00 4,500,000.00 S&P Rating AA+ AA+ Moody's Rating Aaa Aaa Trade Date 11/12/20 12/02/20 Settle Date 11/13/20 12/04/20 Original Cost 1,387,720.40 4,494,465.00 YTM at Cost 0.53 0.53 Accrued Interest 463.33 1,500.00 Amortized Cost 1,388,428.08 4,496,138.73 Market Value 1,284,279.38 4,157,739.00 Security Type Sub -Total Corporate 38,745,000.00 38,747,050.45 0.39 42,781.53 38,745,268.49 36,668,677.08 APPLE INC GLOBAL NOTES 037833AK6 3,390,000.00 AA+ Aaa 05/06/19 05/06/19 3,348,574.20 2.73 6,328.00 3,380,453.31 3,393,247.62 DTD 05/03/2013 2.400% 05/03/2023 APPLE INC CORPORATE NOTES 037833DV9 1,440,000.00 AA+ Aaa 05/11/20 05/11/20 1,444,737.60 0.64 600.00 1,441,488.34 1,418,433.12 DTD 05/11/2020 0.750% 05/11/2023 APPLE INC (CALLABLE) BONDS 037833CG3 3,000,000.00 AA+ Aaa 02/11/19 02/11/19 3,019,140.00 2.86 28,000.00 3,006,039.64 3,024,492.00 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 1,003.75 659,802.48 637,100.64 (CALLABLE) DTD 03/18/2021 0.750% 03/18/2024 AMAZON.COM INC CORPORATE NOTES 023135BW5 1,455,000.00 AA Al 05/10/21 05/12/21 1,452,875.70 0.50 345.56 1,453,621.92 1,395,061.28 DTD 05/12/2021 0.450% 05/12/2024 HSBC USA INC CORPORATE NOTES 40428HTAO 2,000,000.00 A- Al 05/17/22 05/24/22 1,999,920.00 3.75 1,458.33 1,999,920.88 2,005,344.00 DTD 05/24/2022 3.750% 05/24/2024 AMERICAN EXPRESS CO CORP NOTES 025816CG2 1,725,000.00 BBB+ A2 11/19/21 11/23/21 1,786,755.00 1.14 14,494.79 1,774,404.00 1,703,944.65 (CALLABLE DTD 07/30/2019 2.500% 07/30/2024 UNILEVER CAPITAL CORP (CALLABLE) 904764BN6 440,000.00 A+ Al 08/09/21 08/12/21 440,000.00 0.63 833.97 440,000.00 418,125.40 CORPORA DTD 08/12/2021 0.626% 08/12/2024 BMW US CAPITAL LLC CORPORATE NOTES 05565EBU8 515,000.00 A A2 08/09/21 08/12/21 514.953.65 0.75 1,169.48 514,966.04 488,849.33 DTD 08/12/2021 0.750% 08/12/2024 PFM Asset Management LLC Account 73340000 Page 10 Page 41 Pfm asset management Managed Account Detail of Securities Held CITY OF RANCHO CUCAMONGA - - Security Type/Description S&P Moody's Trade Settle Original YTM Dated Date/Coupon/Maturity Corporate CUSIP Par Rating Rating Date Date Cost at Cost US BANK NA CINCINNATI (CALLABLE) 90331HPL1 2,500,000.00 AA- Al 10/30/20 11/05/20 2,640,450.00 0.69 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 DTD 02/14/2020 1.750% 02/14/2025 ]PMORGAN CHASE & CO CORP NOTES 46647PBY1 610,000.00 A- A2 02/09/21 02/16/21 610,000.00 0.56 For the Month Ending May 31, 2022 Accrued Amortized Market Interest Cost Value 18,506.94 2,587,011.85 2,427,852.50 15.604.17 3,088,381.45 2,921,496.00 1,001.67 610,000.00 580,968.27 (CALLABLE DTD 02/16/2021 0.563% 02/16/2025 ROCHE HOLDINGS INC (CALLABLE) 771196BT8 3,015,000.00 AA Aa3 03/03/22 03/10/22 3,015,000.00 2.13 14,462.96 3,015,000.00 2,936,839.14 CORPORATE DTD 03/10/2022 2.132% 03/10/2025 GENERAL DYNAMICS CORP (CALLABLE) 369550BG2 1,600,000.00 A- A3 03/05/21 03/09/21 1,757,296.00 1.09 CORP NO DTD 05/11/2018 3.500% 05/15/2025 NATIONAL RURAL UTIL COOP CORPORATE 63743HFE7 445,000.00 A- A2 04/27/22 05/04/22 444,879.85 3.46 NOTES DTD 05/04/2022 3.450% 06/15/2025 CITIGROUP INC CORP NOTE (CALLABLE) 172967ND9 1,500,000.00 BBB+ A3 11/01/21 11/03/21 1,501,545.00 1.25 DTD 11/03/2021 1.281% 11/03/2025 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 CORPOR DTD 01/28/2021 0.750% 01/28/2026 STATE STREET CORP (CALLABLE) 857477BR3 305,000.00 A Al 02/02/22 02/07/22 305.000.00 1.75 CORPORATE N DTD 02/07/2022 1.746% 02/06/2026 STATE STREET CORP (CALLABLE) 857477BR3 2,000,000.00 A Al 04/27/22 04/29/22 1,914,860.00 2.95 CORPORATE N DTD 02/07/2022 1.746% 02/06/2026 PFM Asset Management LLC 2,488.89 1,709,152.92 1,610,739.20 1,151.44 444,882.81 444,644.89 1,494.50 1,501,248.97 1,412,635.50 4,317.81 1,684, 270.48 1,534,601.96 1,686.35 305,000.00 292,132.66 11, 058.00 1,916,897.43 1,915, 624.00 Account 73340000 Page 11 Page 42 Pfm asset management Managed Account Detail of Securities Held For the Month Ending May 31, 2022 CITY OF RANCHO CUCAMONGA - Security Type/Description S&P Moody's Trade Settle Original YTM Accrued Amortized Market Dated Date/Coupon/Maturity Corporate CUSIP Par Rating Rating Date Date Cost at Cost Interest Cost Value GOLDMAN SACHS GROUP INC CORPORATE 38141GXS8 1,900,000.00 BBB+ A2 02/12/21 02/17/21 1,903,876.00 0.81 4,918.63 1,902,877.73 1,755,499.30 NOTES DTD 02/12/2021 0.855% 02/12/2026 BANK OF AMERICA CORP NOTES 06051GKMO 2,000,000.00 A- A2 05/06/22 05/10/22 1,958,700.00 3.96 12.972.00 1,959,338.51 1,972,908.00 (CALLABLE) DTD 03/22/2022 3.384% 04/02/2026 IBM CORP 4592003Z5 1,675,000.00 A- A3 09/01/21 09/03/21 1,844,861.75 1.08 2,456.67 1,818,020.62 1,664,951.68 DTD 05/15/2019 3.300% 05/15/2026 ASTRAZENECA FINANCE LLC (CALLABLE) 04636NAAl 1,675,000.00 A- A3 09/01/21 09/03/21 1,684,095.25 1.08 167.50 1,682,643.65 1,540,319.95 CORP DTD 05/28/2021 1.200% 05/28/2026 TOYOTA MOTOR CREDIT CORP CORPORATE 89236TJK2 1,105,000.00 A+ Al 09/08/21 09/13/21 1,102,546.90 1.17 5,628.59 1,102,915.08 1,009,764.47 NOTES DTD 06/18/2021 1.125% 06/18/2026 MORGAN STANLEY CORP NOTES 6176113R8 1,000,000.00 A- Al 11/01/21 11/03/21 1,062,320.00 1.75 10,763.89 1,054,742.00 972,480.00 DTD 07/25/2016 3.125% 07/27/2026 AMERICAN HONDA FINANCE CORPORATE 02665WDZ1 2,000,000.00 A- A3 12/01/21 12/03/21 1,970,740.00 1.62 5,922.22 1,973,765.16 1,826,096.00 NOTES DTD 09/09/2021 1.300% 09/09/2026 CATERPILLAR FINL SERVICE CORPORATE 14913R209 2,000,000.00 A A2 12/01/21 12/03/21 1,967,640.00 1.50 4,919.44 1,970,976.08 1,820,716.00 NOTES DTD 09/14/2021 1.150% 09/14/2026 JPMORGAN CHASE & CO CORP NOTES 46625HRV4 1,000,000.00 A- A2 11/01/21 11/03/21 1,057,540.00 1.72 4,916.67 1,050,436.30 970,345.00 DTD 07/21/2016 2.950% 10/01/2026 JOHN DEERE CAPITAL CORP CORPORATE 24422EWA3 2,000,000.00 A A2 01/11/22 01/13/22 1,988,720.00 1.82 13,316.66 1,989,579.61 1,862,518.00 NOTES DTD 01/10/2022 1.700% 01/11/2027 TARGET CORP CORPORATE NOTES 87612EBM7 355,000.00 A A2 01/19/22 01/24/22 354,396.50 1.99 2,442.10 354,439.01 334,860.50 DTD 01/24/2022 1.950% 01/15/2027 PFM Asset Management LLC Account 73340000 Page 12 Page 43 Pfm asset management Managed Account Detail of Securities Held CITY OF RANCHO CUCAMONGA - - Security Type/Description S&P Moody's Trade Settle Original YTM Dated Date/Coupon/Maturity Corporate CUSIP Par Rating Rating Date Date Cost at Cost HONEYWELL INTERNATIONAL (CALLABLE) 438516CE4 1,600,000.00 A A2 03/03/22 03/07/22 1,511,904.00 2.27 CORP DTD 08/16/2021 1.100% 03/01/2027 TRUIST FINANCIAL CORP NOTES 89788MAD4 2,100.000.00 A- A3 03/24/22 03/28/22 1,949.808.00 2.83 (CALLABLE) DTD 03/02/2021 1.267% 03/02/2027 CHARLES SCHWAB CORP NOTES 808513BYO 2,000,000.00 A A2 04/27/22 04/29/22 1,898,200.00 3.60 (CALLABLE) DTD 03/03/2022 2.450% 03/03/2027 HOME DEPOT INC (CALLABLE) CORPORATE 437076CNO 2,000,000.00 A A2 05/06/22 05/10/22 1,936,100.00 3.59 NOTE DTD 03/28/2022 2.875% 04/15/2027 NORTHERN TRUST CORP NOTE (CALLABLE) 665859AW4 1,595,000.00 A+ A2 05/10/22 05/12/22 1,610,407.70 3.79 DTD 05/10/2022 4.000% 05/10/2027 UNITEDHEALTH GROUP INC CORPORATE 91324PEG3 400,000.00 A+ A3 05/17/22 05/20/22 399,784.00 3.71 NOTES DTD 05/20/2022 3.700% 05/15/2027 Security Type Sub -Total WELLS FARGO BANK NA DTD 01/29/2020 1.900% 01/30/2023 MORGAN STANLEY PVT BANK DTD 01/30/2020 1.850% 01/30/2023 ENERBANK USA DTD 07/24/2020 0.450% 07/24/2024 CHIPPEWA VALLEY BANK DTD 07/29/2020 0.500% 07/29/2025 MEDALLION BANK UTAH DTD 07/30/2020 0.550% 07/30/2025 For the Month Ending May 31, 2022 Accrued Amortized Market Interest Cost Value 4,400.00 1,516,066.78 1,447, 347.20 6,577.84 1,955, 231.60 1,914.616.20 11,977.78 1,900,099.04 1,903, 822.00 10, 062.50 1,936,880.57 1,960, 910.00 3,721.67 1, 610, 23 5.93 1, 634, 670.84 452.22 399,785.42 404.502.40 57,690,000.00 57,886,052.95 1.98 231,622.99 57,710,575.61 55,558,459.70 949763S64 245,000.00 NR NR 01/29/20 01/29/20 245,000.00 1.90 38.26 245,000.00 245,649.50 6176OA607 245,000.00 NR NR 01/30/20 01/30/20 245.000.00 1.85 1,514.97 245,000.00 245,575.02 29278TOD5 245,000.00 NR NR 07/24/20 07/24/20 245,000.00 0.45 24.16 245,000.00 232,592.96 169894AT9 245,000.00 NR NR 07/29/20 07/29/20 245,000.00 0.50 10.07 245,000.00 225,831.45 58404DHO7 245,000.00 NR NR 07/30/20 07/30/20 245.000.00 0.55 7.38 245,000.00 226,177.39 PFM Asset Management LLC Account 73340000 Page 13 Page 44 Pfm asset management Managed Account Detail of Securities Held For the Month Ending May 31, 2022 CITY OF RANCHO CUCAMONGA - Security Type/Description Dated Date/Coupon/Maturity Certificate of Deposit CUSIP Par S&P Rating Moody's Rating Trade Date Settle Date Original Cost YTM at Cost Accrued Interest Amortized Cost Market Value Security Type Sub -Total 1,225,000.00 1,225,000.00 1.07 1,594.84 1,225,000.00 1,175,826.32 Certificate of Deposit TORONTO DOMINION BANK NY CERT 89114WXU4 3,000,000.00 A-1+ P-1 05/20/22 05/23/22 3,000,000.00 2.80 2,100.00 3,000,000.00 2,993,660.78 DEPOS DTD 05/23/2022 2.800% 05/19/2023 Security Type Sub -Total Asset -Backed Security 3,000,000.00 3,000,000.00 2.80 2,100.00 3,000,000.00 2,993,660.78 MBALT 2021 -A A3 58770GAC4 178,149.89 AAA Aaa 01/20/21 01/27/21 178,131.88 0.25 19.79 178,140.02 176,583.81 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 52.27 279,984.82 274,450.71 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 51.93 514,946.90 503,661.86 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 39.75 529,993.25 519,425.60 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 91.20 539,957.35 525,533.99 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 54.69 374,957.45 368,224.09 DTD 01/20/2021 0.350% 10/16/2025 KCOT 2021-2A A3 50117XAE2 925,000.00 NR Aaa 07/20/21 07/28/21 924,965.13 0.56 230.22 924,971.96 874,911.59 DTD 07/28/2021 0.560% 11/17/2025 CARMX 2021-1 A3 14316NAC3 120,000.00 AAA NR 01/20/21 01/27/21 119.976.29 0.34 18.13 119,982.81 117,688.67 DTD 01/27/2021 0.340% 12/15/2025 HAROT 2021-4 A3 43815GAC3 745,000.00 NR Aaa 11/16/21 11/24/21 744,842.95 0.89 182.11 744,862.49 715,850.83 DTD 11/24/2021 0.880% 01/21/2026 CARMX 2021-2 A3 143140ACS 810,000.00 AAA NR 04/13/21 04/21/21 809,825.45 0.52 187.20 809,865.65 780,611.01 DTD 04/21/2021 0.520% 02/17/2026 PFM Asset Management LLC Account 73340000 Page 14 Page 45 Pfm asset management CITY OF RANCHO CUCAMONGA Managed Account Detail of Securities Held For the Month Ending May 31, 2022 Security Type/Description S&P Moody's Trade Settle Original YTM Accrued Amortized Market Dated Date/Coupon/Maturity Asset -Backed Security CUSIP Par Rating Rating Date Date Cost at Cost Interest Cost Value CARMX 2021-3 A3 14317DAC4 1,530,000.00 AAA Aaa 07/21/21 07/28/21 1,529,748.32 0.55 374.00 1,529,791.80 1,482,410.27 DTD 07/28/2021 0.550% 06/15/2026 VALET 2021-1 A3 92868KAC7 1,025,000.00 AAA Aaa 12/07/21 12/13/21 1,024,959.82 1.02 319.46 1,024,963.95 990,822.40 DTD 12/13/2021 1.020% 06/22/2026 HART 2022-A A3 448977ADO 1,500,000.00 AAA NR 03/09/22 03/16/22 1,499,942.25 2.22 1,480.00 1,499,944.91 1,470,886.05 DTD 03/16/2022 2.220% 10/15/2026 GMCAR 2022-1 A3 380146AC4 570,000.00 AAA NR 01/11/22 01/19/22 569,950.47 1.26 299.25 569,954.21 548,513.68 DTD 01/19/2022 1.260% 11/16/2026 COMET 2021-A3 A3 14041NFY2 1,865,000.00 AAA NR 11/18/21 11/30/21 1,864,743.00 1.04 862.04 1,864,768.96 1,775,960.98 DTD 11/30/2021 1.040% 11/16/2026 Security Type Sub -Total 11,508,149.89 11,506,858.29 0.90 4,262.04 11,507,086.53 11,125,535.54 Managed Account Sub -Total 309,483,149.89 311,470,294.34 0.96 708,409.87 309,764,531.73 297,212,073.64 Securities Sub -Total $309,483,149.89 $311,470,294.34 0.96% $708,409.87 $309,764,531.73 $297,212,073.64 Accrued Interest $708,409.87 Total Investments $297,920,483.51 PFM Asset Management LLC Account 73340000 Page 15 Page 46 Pfm asset management CITY OF RANCHO CUCAMONGA Security Type/Description Dated Date/Coupon/Maturity CUSIP Managed Account Fair Market Value & Analytics Next Call Market Market Unreal G/L Par Broker Date Price Value On Cost For the Month Ending May 31, 2022 Unreal G/L Effective YTM Amort Cost Duration at Mkt US TREASURY NOTES 9128283U2 1,400,000.00 CITIGRP 100.39 1,405,468.68 (61,632.88) (14,946.26) 0.66 1.78 DTD 01/31/2018 2.375% 01/31/2023 US TREASURY NOTES 9128284A5 1,810,000.00 CITIGRP 100.52 1,819,332.72 (90,924.31) (23,443.62) 0.74 1.93 DTD 02/28/2018 2.625% 02/28/2023 US TREASURY NOTES 912828P79 4,250,000.00 BNP_PAR 99.69 4,236,718.75 (134,804.69) (56,602.84) 0.75 1.92 DTD 02/29/2016 1.500% 02/28/2023 US TREASURY NOTES 912828ZD5 3,450,000.00 WELLS_F 98.88 3,411,187.50 (66,169.92) (47,942.24) 0.79 1.94 DTD 03/15/2020 0.500% 03/15/2023 US TREASURY NOTES 9128284L1 5,000,000.00 CITIGRP 100.56 5,028,125.00 (301,757.81) (89,362.67) 0.91 2.13 DTD 04/30/2018 2.750% 04/30/2023 US TREASURY NOTES 912828R69 3,500,000.00 NOMURA 99.47 3,481,406.25 (149,023.44) (69,262.27) 1.00 2.16 DTD 05/31/2016 1.625% 05/31/2023 US TREASURY NOTES 912828ZU7 6,500,000.00 WELLS_F 98.02 6,371,015.30 (147,265.95) (135,983.28) 1.04 2.19 DTD 06/15/2020 0.250% 06/15/2023 US TREASURY N/B NOTES 91282CCN9 6,000,000.00 MERRILL 97.61 5,856,562.80 (133,593.45) (137,634.71) 1.17 2.21 DTD 07/31/2021 0.125% 07/31/2023 US TREASURY NOTES 91282CAF8 5,000,000.00 HSBC 97.50 4,875,000.00 (116,796.88) (121,536.11) 1.21 2.23 DTD 08/15/2020 0.125% 08/15/2023 US TREASURY NOTES 91282CAK7 5,000,000.00 NOMURA 97.28 4,864,062.50 (124,414.06) (130,642.34) 1.29 2.27 DTD 09/15/2020 0.125% 09/15/2023 US TREASURY NOTES 91282CDA6 2,000,000.00 NOMURA 97.38 1,947,500.00 (51,640.63) (51,923.13) 1.33 2.26 DTD 09/30/2021 0.250% 09/30/2023 US TREASURY N/B NOTES 91282CDDO 6,000,000.00 CITIGRP 97.31 5,838,750.00 (144,375.00) (149,249.48) 1.41 2.32 DTD 10/31/2021 0.375% 10/31/2023 US TREASURY N/B NOTES 91282CDR9 3,500,000.00 JPM_CHA 97.47 3,411,406.25 (86,542.97) (86,958.78) 1.57 2.39 DTD 12/31/2021 0.750% 12/31/2023 US TREASURY N/B NOTES 91282CDR9 5,000,000.00 CITIGRP 97.47 4,873,437.50 (113,867.19) (116,413.28) 1.57 2.39 DTD 12/31/2021 0.750% 12/31/2023 US TREASURY N/B NOTES 91282CDVO 5,000,000.00 RBS 97.47 4,873,437.50 27,929.69 18,407.83 1.65 2.43 DTD 01/31/2022 0.875% 01/31/2024 US TREASURY NOTES 9128286GO 8,000,000.00 RBS 99.89 7,991,249.60 (609,062.90) (315,395.22) 1.71 2.44 DTD 02/28/2019 2.375% 02/29/2024 US TREASURY NOTES 912828X70 3,615,000.00 MORGAN_ 99.05 3,580,544.71 (256,438.88) (156,441.56) 1.89 2.51 DTD 05/01/2017 2.000% 04/30/2024 PFM Asset Management LLC Account 73340000 Page 16 Page 47 Pfm asset management Managed Account Fair Market Value & Analytics For the Month Ending May 31, 2022 CITY OF RANCHO CUCAMONGA - - 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 US TREASURY N/B NOTES 91282CCC3 1,900,000.00 CITIGRP 95.67 1,817,765.72 (61,156.16) (65,946.64) 1.95 2.53 DTD 05/15/2021 0.250% 05/15/2024 US TREASURY NOTES 9128286ZS 5,150,000.00 NOMURA 98.36 5,065,508.07 22,531.51 19,387.78 2.04 2.56 DTD 06/30/2019 1.750% 06/30/2024 US TREASURY N/B NOTES 91282CCL3 5,000,000.00 NOMURA 95.48 4,774,219.00 (232,421.63) (230,559.54) 2.11 2.57 DTD 07/15/2021 0.375% 07/15/2024 US TREASURY NOTES 912828Y87 5,670,000.00 WELLS_F 98.28 5,572,546.88 (422,592.18) (282,079.82) 2.13 2.57 DTD 07/31/2019 1.750% 07/31/2024 US TREASURY N/B NOTES 91282CCT6 4,000,000.00 NOMURA 95.27 3,810,624.80 (185,625.20) (186,568.79) 2.20 2.59 DTD 08/15/2021 0.375% 08/15/2024 US TREASURY NOTES 912828YE4 2,245,000.00 BNP_PAR 97.06 2,179,053.13 (146,889.65) (116,620.87) 2.22 2.60 DTD 08/31/2019 1.250% 08/31/2024 US TREASURY N/B NOTES 91282CCX7 1,400,000.00 MERRILL 95.03 1,330,437.50 (64,476.56) (65,602.56) 2.28 2.62 DTD 09/15/2021 0.375% 09/15/2024 US TREASURY NOTES 9128282Y5 5,645,000.00 CITIGRP 98.88 5,581,493.75 (494,378.52) (314,431.18) 2.28 2.62 DTD 10/02/2017 2.125% 09/30/2024 US TREASURY NOTES 912828YM6 2,500,000.00 CITIGRP 97.33 2,433,203.00 (183,593.88) (138,267.30) 2.38 2.65 DTD 10/31/2019 1.500% 10/31/2024 US TREASURY NOTES 912828YV6 5,000,000.00 NOMURA 97.16 4,857,812.50 (382,031.25) (291,456.31) 2.46 2.68 DTD 11/30/2019 1.500% 11/30/2024 US TREASURY NOTES 912828YYO 1,000,000.00 MORGAN_ 97.66 976,562.50 (44,648.44) (41,790.50) 2.52 2.70 DTD 12/31/2019 1.750% 12/31/2024 US TREASURY NOTES 9128283Z1 6,000,000.00 MERRILL 100.09 6,005,625.00 (658,125.00) (406,854.09) 2.65 2.71 DTD 02/28/2018 2.750% 02/28/2025 US TREASURY NOTES 912828ZFO 2,750,000.00 MORGAN_ 93.97 2,584,140.63 (185,195.31) (178,418.01) 2.81 2.73 DTD 03/31/2020 0.500% 03/31/2025 US TREASURY NOTES 912828ZL7 2,100,000.00 NOMURA 93.41 1,961,531.25 (80,472.66) (87,428.35) 2.90 2.74 DTD 04/30/2020 0.375% 04/30/2025 US TREASURY NOTES 91282CAB7 3,400,000.00 BMO 92.41 3,141,812.50 1,726.56 (281.36) 3.16 2.77 DTD 07/31/2020 0.250% 07/31/2025 US TREASURY NOTES 91282CAB7 4,500,000.00 BNP_PAR 92.41 4,158,281.25 (320,449.22) (326,790.05) 3.16 2.77 DTD 07/31/2020 0.250% 07/31/2025 US TREASURY NOTES 91282CAB7 7,000,000.00 JPM_CHA 92.41 6,468,437.50 (487,812.50) (501,187.12) 3.16 2.77 DTD 07/31/2020 0.250% 07/31/2025 PFM Asset Management LLC Account 73340000 Page 17 Page 48 Pfm asset management Managed Account Fair Market Value & Analytics For the Month Ending May 31, 2022 CITY OF RANCHO CUCAMONGA - - 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 US TREASURY NOTES 91282CAZ4 3,000,000.00 NOMURA 91.97 2,759,062.50 (73,945.31) (86,512.02) 3.48 2.80 DTD 11/30/2020 0.375% 11/30/2025 US TREASURY NOTES 91282CBC4 3,900,000.00 HSBC 91.80 3,580,078.32 (257,003.71) (271,446.33) 3.56 2.80 DTD 12/31/2020 0.375% 12/31/2025 US TREASURY NOTES 91282CBH3 745,000.00 CITIGRP 91.58 682,256.99 (50,491.25) (52,906.37) 3.64 2.81 DTD 01/31/2021 0.375% 01/31/2026 US TREASURY NOTES 91282CBH3 6,000,000.00 RBS 91.58 5,494,687.20 (417,890.93) (433,708.09) 3.64 2.81 DTD 01/31/2021 0.375% 01/31/2026 US TREASURY NOTES 91282CB03 2,650,000.00 CITIGRP 91.81 2,433,031.25 (190,779.30) (197,315.89) 3.71 2.82 DTD 02/28/2021 0.500% 02/28/2026 US TREASURY N/B NOTES 91282CBT7 3,000,000.00 NOMURA 92.55 2,776,406.40 (197,226.41) (203,325.63) 3.78 2.81 DTD 03/31/2021 0.750% 03/31/2026 US TREASURY NOTES 912828R36 3,525,000.00 CITIGRP 95.56 3,368,578.13 (136,180.66) (137,318.40) 3.84 2.82 DTD 05/16/2016 1.625% 05/15/2026 US TREASURY N/B NOTES 91282CCF6 3,000,000.00 JPM_CHA 92.19 2,765,625.00 (89,062.50) (98,725.22) 3.95 2.83 DTD 05/31/2021 0.750% 05/31/2026 US TREASURY N/B NOTES 91282CCF6 6,100,000.00 RBC 92.19 5,623,437.50 (463,218.75) (465,869.92) 3.95 2.83 DTD 05/31/2021 0.750% 05/31/2026 US TREASURY N/B NOTES 91282CCP4 2,000,000.00 CITIGRP 91.39 1,827,812.40 (158,203.23) (160,481.37) 4.11 2.83 DTD 07/31/2021 0.625% 07/31/2026 US TREASURY N/B NOTES 91282CCP4 3,000,000.00 CITIGRP 91.39 2,741,718.60 (250,312.65) (251,632.76) 4.11 2.83 DTD 07/31/2021 0.625% 07/31/2026 US TREASURY NOTES 9128282A7 4,525,000.00 MERRILL 94.72 4,286,023.44 36,942.39 29,939.37 4.07 2.84 DTD 08/15/2016 1.500% 08/15/2026 US TREASURY N/B NOTES 91282CDG3 400,000.00 CITIGRP 92.94 371,750.00 (25,828.13) (26,089.34) 4.31 2.84 DTD 10/31/2021 1.125% 10/31/2026 US TREASURY N/B NOTES 91282CDG3 3,000,000.00 BMO 92.94 2,788,125.00 (1,523.44) (2,690.62) 4.31 2.84 DTD 10/31/2021 1.125% 10/31/2026 US TREASURY N/B NOTES 91282CDK4 2,895,000.00 NOMURA 93.38 2,703,206.25 (200,049.02) (199,233.91) 4.39 2.83 DTD 11/30/2021 1.250% 11/30/2026 US TREASURY N/B NOTES 91282CDO1 1,625,000.00 JPM_CHA 93.22 1,514,804.69 (101,879.88) (102,551.14) 4.44 2.84 DTD 12/31/2021 1.250% 12/31/2026 Security Type Sub -Total 189,650,000.00 182,300,863.71 (9,062,644.14) (7,560,092.31) 2.36 2.53 PFM Asset Management LLC Account 73340000 Page 18 Page 49 Pfm asset management Managed Account Fair Market Value & Analytics For the Month Ending May 31, 2022 CITY OF RANCHO CUCAMONGA - - 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 INTL BK RECON & DEVELOP NOTES 459058JM6 1,410,000.00 TD 96.81 1,365,080.22 (41,888.28) (43,422.03) 1.48 2.45 DTD 11/24/2020 0.250% 11/24/2023 INTER-AMERICAN DEVEL BK NOTES 4581XODZ8 3,755,000.00 JPM_CHA 95.12 3,571,598.29 (180,623.01) (181,259.37) 2.30 2.69 DTD 09/23/2021 0.500% 09/23/2024 INTER-AMERICAN DEVELOPMENT BANK 4581XODK1 1,500,000.00 MORGAN_ 97.35 1,460,187.00 (116,763.00) (92,690.13) 2.72 2.74 NOTES DTD 01/16/2020 1.750% 03/14/2025 Security Type Sub -Total 6,665,000.00 6,396,865.51 (339,274.29) (317,371.53) 2.22 2.65 SAN MATEO-FOSTER SCH DIST, CA TXBL 799055OR2 500,000.00 NEW ACC 99.97 499,850.00 (2,450.00) (324.50) 0.17 1.33 GO BO DTD 05/19/2020 1.162% 08/01/2022 SAN MATEO-FOSTER SCH DIST, CA TXBL 7990550SO 500,000.00 NEW ACC 98.47 492,335.00 (11,050.00) (8,898.54) 1.16 2.60 GO BO DTD 05/19/2020 1.266% 08/01/2023 Security Type Sub -Total 1,000,000.00 992,185.00 (13,500.00) (9,223.04) 0.66 1.96 FANNIE MAE NOTES 3135GO5G4 4.260.000.00 MORGAN_ 97.81 4,166,863.62 (94,329.18) (93,611.15) 1.11 2.25 DTD 07/10/2020 0.250% 07/10/2023 FREDDIE MAC NOTES 3137EAEW5 4.800.000.00 KEYBANC 97.45 4,677,667.20 (125,260.80) (123,596.61) 1.27 2.29 DTD 09/04/2020 0.250% 09/08/2023 FREDDIE MAC NOTES 3137EAEZ8 1.700.000.00 CITIGRP 97.04 1,649,635.80 (48,834.20) (49,634.10) 1.43 2.36 DTD 11/05/2020 0.250% 11/06/2023 FANNIE MAE NOTES 3135G06H1 4.400.000.00 NOMURA 96.88 4,262,544.00 (132,440.00) (134,968.58) 1.49 2.39 DTD 11/25/2020 0.250% 11/27/2023 FANNIE MAE NOTES 3135GO4Z3 2.895,000.00 NEW ACC 93.31 2,701,451.88 (200,351.37) (197,769.78) 3.02 2.80 DTD 06/19/2020 0.500% 06/17/2025 FANNIE MAE NOTES 3135GO4Z3 5.000.000.00 HSBC 93.31 4,665,720.00 (352,080.00) (345,767.87) 3.02 2.80 DTD 06/19/2020 0.500% 06/17/2025 PFM Asset Management LLC Account 73340000 Page 19 Page 50 Pfm asset management Managed Account Fair Market Value & Analytics For the Month Ending May 31, 2022 CITY OF RANCHO CUCAMONGA - - 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 FARM CREDIT BANK NOTES 3133ELR71 3,000,000.00 NEW ACC 93.13 2,793,909.00 (213,201.00) (210,525.41) 3.06 2.84 DTD 07/02/2020 0.500% 07/02/2025 FANNIE MAE NOTES (CALLABLE) 3136G4ZJ5 2,500,000.00 NEW ACC 07/21/22 93.47 2,336,837.50 (162,162.50) (162,534.90) 0.16 2.81 DTD 07/21/2020 0.625% 07/21/2025 FANNIE MAE NOTES 3135G05X7 2,000,000.00 NOMURA 92.43 1,848,672.00 (139,828.00) (143,584.84) 3.22 2.84 DTD 08/27/2020 0.375% 08/25/2025 FREDDIE MAC NOTES 3137EAEX3 2,300,000.00 CITIGRP 92.32 2,123,357.70 (169,719.30) (172,049.74) 3.29 2.82 DTD 09/25/2020 0.375% 09/23/2025 FANNIE MAE NOTES 3135G06G3 1,390,000.00 BMO 92.39 1,284,279.38 (103,441.02) (104,148.70) 3.41 2.84 DTD 11/12/2020 0.500% 11/07/2025 FANNIE MAE NOTES 3135G06G3 4,500,000.00 JEFFERI 92.39 4,157,739.00 (336,726.00) (338,399.73) 3.41 2.84 DTD 11/12/2020 0.500% 11/07/2025 Security Type Sub -Total 38,745,000.00 36,668,677.08 (2,078,373.37) (2,076,591.41) 2.23 2.62 APPLE INC GLOBAL NOTES 037833AK6 3,390,000.00 NEW ACC 100.10 3,393,247.62 44,673.42 12,794.31 0.92 2.29 DTD 05/03/2013 2.400% 05/03/2023 APPLE INC CORPORATE NOTES 037833DV9 1,440,000.00 NEW ACC 98.50 1,418,433.12 (26,304.48) (23,055.22) 0.95 2.36 DTD 05/11/2020 0.750% 05/11/2023 APPLE INC (CALLABLE) BONDS 037833CG3 3,000,000.00 NEW ACC 12/09/23 100.82 3,024,492.00 5,352.00 18,452.36 1.49 2.50 DTD 02/09/2017 3.000% 02/09/2024 CHARLES SCHWAB CORP NOTES 808513BN4 660,000.00 CSFB 02/18/24 96.53 637,100.64 (22,569.36) (22,701.84) 1.71 2.74 (CALLABLE) DTD 03/18/2021 0.750% 03/18/2024 AMAZON.COM INC CORPORATE NOTES 023135BW5 1,455,000.00 JPM_CHA 95.88 1,395,061.28 (57,814.42) (58,560.64) 1.94 2.63 DTD 05/12/2021 0.450% 05/12/2024 HSBC USA INC CORPORATE NOTES 40428HTAO 2,000,000.00 HSBC 100.27 2,005,344.00 5,424.00 5,423.12 1.93 3.61 DTD 05/24/2022 3.750% 05/24/2024 AMERICAN EXPRESS CO CORP NOTES 025816CG2 1,725,000.00 MORGAN_ 06/30/24 98.78 1,703,944.65 (82,810.35) (70,459.35) 2.03 3.09 (CALLABLE DTD 07/30/2019 2.500% 07/30/2024 PFM Asset Management LLC Account 73340000 Page 20 Page 51 Pfm asset management Managed Account Fair Market Value & Analytics For the Month Ending May 31, 2022 CITY OF RANCHO CUCAMONGA - Security Type/Description Next Call Market Market Unreal G/L Unreal G/L Effective YTM Dated Date/Coupon/Maturity Corporate CUSIP Par Broker Date Price Value On Cost Amort Cost Duration at Mkt UNILEVER CAPITAL CORP (CALLABLE) 904764BN6 440,000.00 DEUTSCH 08/12/22 95.03 418,125.40 (21,874.60) (21,874.60) 0.22 2.98 CORPORA DTD 08/12/2021 0.626% 08/12/2024 BMW US CAPITAL LLC CORPORATE NOTES 05565EBU8 515,000.00 GOLDMAN 94.92 488,849.33 (26,104.32) (26,116.71) 2.18 3.16 DTD 08/12/2021 0.750% 08/12/2024 US BANK NA CINCINNATI (CALLABLE) 90331HPL1 2,500,000.00 US_BANC 12/20/24 97.11 2,427,852.50 (212,597.50) (159,159.35) 2.48 3.20 CORPORA DTD 01/21/2020 2.050% 01/21/2025 NOVARTIS CAPITAL CORP 66989HAP3 3,000,000.00 US_BANC 01/14/25 97.38 2,921,496.00 (223,254.00) (166,885.45) 2.56 2.76 DTD 02/14/2020 1.750% 02/14/2025 ]PMORGAN CHASE & CO CORP NOTES 46647PBY1 610,000.00 JPM_CHA 02/16/24 95.24 580,968.27 (29,031.73) (29,031.73) 1.70 2.39 (CALLABLE DTD 02/16/2021 0.563% 02/16/2025 ROCHE HOLDINGS INC (CALLABLE) 771196BT8 3,015,000.00 DEUTSCH 02/10/25 97.41 2,936,839.14 (78,160.86) (78,160.86) 2.62 3.11 CORPORATE DTD 03/10/2022 2.132% 03/10/2025 GENERAL DYNAMICS CORP (CALLABLE) 369550BG2 1,600,000.00 SUSQ 03/15/25 100.67 1,610,739.20 (146,556.80) (98,413.72) 2.68 3.26 CORP NO DTD 05/11/2018 3.500% 05/15/2025 NATIONAL RURAL UTIL COOP CORPORATE 63743HFE7 445,000.00 RBC 99.92 444,644.89 (234.96) (237.92) 2.91 3.48 NOTES DTD 05/04/2022 3.450% 06/15/2025 CITIGROUP INC CORP NOTE (CALLABLE) 172967ND9 1,500,000.00 MORGAN_ 11/03/24 94.18 1,412,635.50 (88,909.50) (88,613.47) 2.39 3.09 DTD 11/03/2021 1.281% 11/03/2025 BANK OF NY MELLON CORP (CALLABLE) 06406RAOO 1,685,000.00 MITSU 12/28/25 91.07 1,534,601.96 (149,403.89) (149,668.52) 3.52 3.36 CORPOR DTD 01/28/2021 0.750% 01/28/2026 STATE STREET CORP (CALLABLE) 857477BR3 305,000.00 GOLDMAN 02/26/25 95.78 292,132.66 (12,867.34) (12,867.34) 3.09 2.96 CORPORATE N DTD 02/07/2022 1.746% 02/06/2026 STATE STREET CORP (CALLABLE) 857477BR3 2,000,000.00 GOLDMAN 02/26/25 95.78 1,915,624.00 764.00 (1,273.43) 3.09 2.96 CORPORATE N DTD 02/07/2022 1.746% 02/06/2026 PFM Asset Management LLC Account 73340000 Page 21 Page 52 Pfm asset management Managed Account Fair Market Value & Analytics For the Month Ending May 31, 2022 CITY OF RANCHO CUCAMONGA - Security Type/Description Next Call Market Market Unreal G/L Unreal G/L Effective YTM Dated Date/Coupon/Maturity Corporate CUSIP Par Broker Date Price Value On Cost Amort Cost Duration at Mkt GOLDMAN SACHS GROUP INC CORPORATE 38141GXS8 1,900,000.00 MERRILL 92.39 1,755,499.30 (148,376.70) (147,378.43) 3.64 3.04 NOTES DTD 02/12/2021 0.855% 02/12/2026 BANK OF AMERICA CORP NOTES 06051GKMO 2,000,000.00 DEUTSCH 98.65 1,972,908.00 14,208.00 13,569.49 3.61 3.76 (CALLABLE) DTD 03/22/2022 3.384% 04/02/2026 IBM CORP 459200JZ5 1,675,000.00 MORGAN_ 99.40 1,664,951.68 (179,910.07) (153,068.94) 3.74 3.46 DTD 05/15/2019 3.300% 05/15/2026 ASTRAZENECA FINANCE LLC (CALLABLE) 04636NAAl 1,675,000.00 MORGAN_ 04/28/26 91.96 1,540,319.95 (143,775.30) (142,323.70) 3.83 3.37 CORP DTD 05/28/2021 1.200% 05/28/2026 TOYOTA MOTOR CREDIT CORP 89236TJK2 1,105,000.00 JPM_CHA 91.38 1,009,764.47 (92,782.43) (93,150.61) 3.94 3.42 CORPORATE NOTES DTD 06/18/2021 1.125% 06/18/2026 MORGAN STANLEY CORP NOTES 6176133R8 1,000,000.00 SUSQ 97.25 972,480.00 (89,840.00) (82,262.00) 3.89 3.85 DTD 07/25/2016 3.125% 07/27/2026 AMERICAN HONDA FINANCE CORPORATE 02665WDZ1 2,000,000.00 RBC 91.30 1,826,096.00 (144,644.00) (147,669.16) 4.15 3.51 NOTES DTD 09/09/2021 1.300% 09/09/2026 CATERPILLAR FINL SERVICE CORPORATE 14913R209 2,000,000.00 LOOP 91.04 1,820,716.00 (146,924.00) (150,260.08) 4.18 3.41 NOTES DTD 09/14/2021 1.150% 09/14/2026 JPMORGAN CHASE & CO CORP NOTES 46625HRV4 1,000,000.00 SUSQ 07/01/26 97.03 970,345.00 (87,195.00) (80,091.30) 3.86 3.70 DTD 07/21/2016 2.950% 10/01/2026 JOHN DEERE CAPITAL CORP CORPORATE 24422EWA3 2,000,000.00 JPM_CHA 93.13 1,862,518.00 (126,202.00) (127,061.61) 4.42 3.32 NOTES DTD 01/10/2022 1.700% 01/11/2027 TARGET CORP CORPORATE NOTES 87612EBM7 355,000.00 CITIGRP 94.33 334,860.50 (19,536.00) (19,578.51) 4.41 3.28 DTD 01/24/2022 1.950% 01/15/2027 HONEYWELL INTERNATIONAL (CALLABLE) 438516CE4 1,600,000.00 MORGAN_ 02/01/27 90.46 1,447,347.20 (64,556.80) (68,719.58) 4.54 3.28 CORP DTD 08/16/2021 1.100% 03/01/2027 PFM Asset Management LLC Account 73340000 Page 22 Page 53 Pfm asset management Managed Account Fair Market Value & Analytics For the Month Ending May 31, 2022 CITY OF RANCHO CUCAMONGA - - 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 TRUIST FINANCIAL CORP NOTES 89788MAD4 2,100,000.00 GOLDMAN 03/02/26 91.17 1,914,616.20 (35,191.80) (40,615.40) 3.66 3.29 (CALLABLE) DTD 03/02/2021 1.267% 03/02/2027 CHARLES SCHWAB CORP NOTES 808513BYO 2,000,000.00 CSFB 02/03/27 95.19 1,903,822.00 5,622.00 3,722.96 4.41 3.56 (CALLABLE) DTD 03/03/2022 2.450% 03/03/2027 HOME DEPOT INC (CALLABLE) CORPORATE 437076CNO 2,000,000.00 SCOTIA 03/15/27 98.05 1,960,910.00 24,810.00 24,029.43 4.56 3.31 NOTE DTD 03/28/2022 2.875% 04/15/2027 NORTHERN TRUST CORP NOTE (CALLABLE) 665859AW4 1,595,000.00 JPM_CHA 04/10/27 102.49 1,634,670.84 24,263.14 24,434.91 4.46 3.45 DTD 05/10/2022 4.000% 05/10/2027 UNITEDHEALTH GROUP INC CORPORATE 91324PEG3 400,000.00 MERRILL 101.13 404,502.40 4,718.40 4,716.98 4.57 3.45 NOTES DTD 05/20/2022 3.700% 05/15/2027 Security Type Sub -Total 57,690,000.00 55,558,459.70 (2,327,593.25) (2,152,115.91) 3.00 3.14 WELLS FARGO BANK NA 949763S64 245,000.00 NEW ACC 100.27 245,649.50 649.50 649.50 0.66 1.50 DTD 01/29/2020 1.900% 01/30/2023 MORGAN STANLEY PVT BANK 6176OA607 245,000.00 NEW ACC 100.23 245,575.02 575.02 575.02 0.66 1.49 DTD 01/30/2020 1.850% 01/30/2023 ENERBANK USA 29278TOD5 245,000.00 NEW ACC 94.94 232,592.96 (12,407.04) (12,407.04) 2.14 2.88 DTD 07/24/2020 0.450% 07/24/2024 CHIPPEWA VALLEY BANK 169894AT9 245,000.00 NEW ACC 92.18 225,831.45 (19,168.55) (19,168.55) 3.14 3.10 DTD 07/29/2020 0.500% 07/29/2025 MEDALLION BANK UTAH 58404DHO7 245,000.00 NEW ACC 92.32 226,177.39 (18,822.61) (18,822.61) 3.14 3.10 DTD 07/30/2020 0.550% 07/30/2025 Security Type Sub -Total 1,225,000.00 1,175,826.32 (49,173.68) (49,173.68) 1.90 2.39 PFM Asset Management LLC Account 73340000 Page 23 Page 54 Pfm asset management Managed Account Fair Market Value & Analytics For the Month Ending May 31, 2022 CITY OF RANCHO CUCAMONGA - - 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 TORONTO DOMINION BANK NY CERT 89114WXU4 3,000,000.00 TD 99.79 2,993,660.78 (6,339.22) (6,339.22) 0.98 3.02 DEPOS DTD 05/23/2022 2.800% 05/19/2023 Security Type Sub -Total 3,000,000.00 2,993,660.78 (6,339.22) (6,339.22) 0.98 3.02 MBALT 2021-A A3 DTD 01/27/2021 0.250% 01/16/2024 HALST 2021-A A4 DTD 01/20/2021 0.420% 12/16/2024 GMALT 2021-1 A4 DTD 02/24/2021 0.330% 02/20/2025 HAROT 2021-1 A3 DTD 02/24/2021 0.270% 04/21/2025 HART 2021-A A3 DTD 04/28/2021 0.380% 09/15/2025 GMCAR 2021-1 A3 DTD 01/20/2021 0.350% 10/16/2025 KCOT 2021-2A A3 DTD 07/28/2021 0.560% 11/17/2025 CARMX 2021-1 A3 DTD 01/27/2021 0.340% 12/15/2025 HAROT 2021-4 A3 DTD 11/24/2021 0.880% 01/21/2026 CARMX 2021-2 A3 DTD 04/21/2021 0.520% 02/17/2026 CARMX 2021-3 A3 DTD 07/28/2021 0.550% 06/15/2026 VALET 2021-1 A3 DTD 12/13/2021 1.020% 06/22/2026 HART 2022-A A3 DTD 03/16/2022 2.220% 10/15/2026 PFM Asset Management LLC 58770GAC4 178,149.89 MITSU 99.12 176,583.81 (1,548.07) (1,556.21) 0.53 0.79 44891TAD8 280,000.00 SOCGEN 98.02 274,450.71 (5,525.99) (5,534.11) 0.89 1.21 36261RADO 515,000.00 RBC 97.80 503,661.86 (11,260.38) (11,285.04) 0.99 1.15 43813GAC5 530,000.00 JPM_CHA 98.00 519,425.60 (10,564.70) (10,567.65) 0.83 0.97 44933LAC7 540,000.00 BARCLAY 97.32 525,533.99 (14,409.20) (14,423.36) 1.11 1.21 36261LAC5 375,000.00 DEUTSCH 98.19 368,224.09 (6,716.21) (6,733.36) 0.82 0.89 50117XAE2 925,000.00 MITSU 94.59 874,911.59 (50,053.54) (50,060.37) 1.85 2.18 14316NAC3 120,000.00 MITSU 98.07 117,688.67 (2,287.62) (2,294.14) 0.84 0.89 43815GAC3 745,000.00 MERRILL 96.09 715,850.83 (28,992.12) (29,011.66) 1.70 1.99 143140AC8 810,000.00 MERRILL 96.37 780,611.01 (29,214.44) (29,254.64) 1.01 1.53 14317DAC4 1,530,000.00 RBC 96.89 1,482,410.27 (47,338.05) (47,381.53) 1.33 1.34 92868KAC7 1,025,000.00 WELLS_F 96.67 990,822.40 (34,137.42) (34,141.55) 1.81 1.87 448977ADO 1,500,000.00 MERRILL 98.06 1,470,886.05 (29,056.20) (29,058.86) 2.09 2.69 Account 73340000 Page 24 Page 55 Pfm asset management Managed Account Fair Market Value & Analytics For the Month Ending May 31, 2022 CITY OF RANCHO CUCAMONGA - - 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 GMCAR 2022-1 A3 380146AC4 570,000.00 BNP_PAR 96.23 548,513.68 (21,436.79) (21,440.53) 1.95 2.15 DTD 01/19/2022 1.260% 11/16/2026 COMET 2021-A3 A3 14041NFY2 1,865,000.00 BARCLAY 95.23 1,775,960.98 (88,782.02) (88,807.98) 2.40 2.16 DTD 11/30/2021 1.040% 11/16/2026 Security Type Sub -Total 11,508,149.89 11,125,535.54 (381,322.75) (381,550.99) 1.62 1.79 Managed Account Sub -Total 309,483,149.89 297,212,073.64 (14,258,220.70) (12,552,458.09) 2.41 2.63 Securities Sub -Total $309,483,149.89 $297,212,073.64 ($14,258,220.70) ($12,552,458.09) Accrued Interest $708,409.87 Total Investments $297,920,483.51 PFM Asset Management LLC 2.41 2.63% Account 73340000 Page 25 Page 56 Pfm asset management Managed Account Security Transactions & Interest CITY OF RANCHO CUCAMONGA - - Transaction Type Trade Settle Securitv Descri Principal Accrued CUSIP Par Proceeds Interest Total For the Month Ending May 31, 2022 Realized GIL Realized GIL Sale Cost Amort Cost Method 04/27/22 05/04/22 NATIONAL RURAL UTIL COOP 63743HFE7 445,000.00 (444,879.85) 0.00 (444,879.85) CORPORATE NOTES DTD 05/04/2022 3.450% 06/15/2025 05/06/22 05/09/22 US TREASURY NOTES 9128286Z8 5,150,000.00 (5,042,976.56) (32,116.37) (5,075,092.93) DTD 06/30/2019 1.750% 06/30/2024 05/06/22 05/10/22 HOME DEPOT INC (CALLABLE) 437076CNO 2,000,000.00 (1,936,100.00) (6,708.33) (1,942,808.33) CORPORATE NOTE DTD 03/28/2022 2.875% 04/15/2027 05/06/22 05/10/22 BANK OF AMERICA CORP NOTES 06051GKMO 2,000,000.00 (1,958,700.00) (9,024.00) (1,967,724.00) (CALLABLE) DTD 03/22/2022 3.384% 04/02/2026 05/10/22 05/12/22 NORTHERN TRUST CORP NOTE 665859AW4 1,595,000.00 (1,610,407.70) (354.44) (1,610,762.14) (CALLABLE) DTD 05/10/2022 4.000% 05/10/2027 05/17/22 05/20/22 UNITEDHEALTH GROUP INC 91324PEG3 400,000.00 (399,784.00) 0.00 (399,784.00) CORPORATE NOTES DTD 05/20/2022 3.700% 05/15/2027 05/17/22 05/24/22 HSBC USA INC CORPORATE NOTES 40428HTAO 2,000,000.00 (1,999,920.00) 0.00 (1,999,920.00) DTD 05/24/2022 3.750% 05/24/2024 05/20/22 05/23/22 US TREASURY N/B NOTES 91282CDG3 3,000,000.00 (2,789,648.44) (2,109.38) (2,791,757.82) DTD 10/31/2021 1.125% 10/31/2026 05/20/22 05/23/22 US TREASURY NOTES 91282CAB7 3,400,000.00 (3,140,085.94) (2,629.83) (3,142,715.77) DTD 07/31/2020 0.250% 07/31/2025 05/20/22 05/23/22 TORONTO DOMINION BANK NY CERT 89114WXU4 3,000,000.00 (3,000,000.00) 0.00 (3,000,000.00) DEPOS DTD 05/23/2022 2.800% 05/19/2023 Transaction Type Sub -Total 05/02/22 05/02/22 MONEY MARKET FUND MONEY0002 05/03/22 05/03/22 APPLE INC GLOBAL NOTES 037833AK6 DTD 05/03/2013 2.400% 05/03/2023 22,990,000.00 (22,322,502.49) 0.00 0.00 3,390,000.00 0.00 (52,942.35) (22,375,444.84) 6.91 6.91 40,680.00 40,680.00 PFM Asset Management LLC Account 73340000 Page 26 Page 57 Pfm asset management Managed Account Security Transactions & Interest CITY OF RANCHO CUCAMONGA - - Transaction Type Principal Accrued Trade Settle Securitv Description CUSIP Par Proceeds Interest 05/03/22 05/03/22 CITIGROUP INC CORP NOTE (CALLABLE) DTD 11/03/2021 1.281% 11/03/2025 05/06/22 05/06/22 FREDDIE MAC NOTES DTD 11/05/2020 0.250% 11/06/2023 05/07/22 05/07/22 FANNIE MAE NOTES DTD 11/12/2020 0.500% 11/07/2025 05/11/22 05/11/22 APPLE INC CORPORATE NOTES DTD 05/11/2020 0.750% 05/11/2023 05/12/22 05/12/22 AMAZON.COM INC CORPORATE NOTES DTD 05/12/2021 0.450% 05/12/2024 05/15/22 05/15/22 GENERAL DYNAMICS CORP (CALLABLE) CORP NO DTD 05/11/2018 3.500% 05/15/2025 05/15/22 05/15/22 US TREASURY NOTES DTD 05/16/2016 1.625% 05/15/2026 05/15/22 05/15/22 COMET 2021-A3 A3 DTD 11/30/2021 1.040% 11/16/2026 05/15/22 05/15/22 MBALT 2021-A A3 DTD 01/27/2021 0.250% 01/16/2024 05/15/22 05/15/22 HART 2022-A A3 DTD 03/16/2022 2.220% 10/15/2026 05/15/22 05/15/22 KCOT 2021-2A A3 DTD 07/28/2021 0.560% 11/17/2025 05/15/22 05/15/22 US TREASURY N/B NOTES DTD 05/15/2021 0.250% 05/15/2024 05/15/22 05/15/22 CARMX 2021-3 A3 DTD 07/28/2021 0.550% 06/15/2026 05/15/22 05/15/22 CARMX 2021-1 A3 DTD 01/27/2021 0.340% 12/15/2025 05/15/22 05/15/22 CARMX 2021-2 A3 DTD 04/21/2021 0.520% 02/17/2026 05/15/22 05/15/22 HART 2021-A A3 DTD 04/28/2021 0.380% 09/15/2025 For the Month Ending May 31, 2022 Realized GIL Realized GIL Sale Total Cost Amort Cost Method 172967ND9 1,500,000.00 0.00 9,607.50 9,607.50 3137EAEZ8 1,700,000.00 0.00 2,125.00 2,125.00 3135G06G3 5,890,000.00 0.00 14,725.00 14,725.00 037833DV9 1,440,000.00 0.00 5,400.00 5,400.00 023135BW5 1,455,000.00 0.00 3,273.75 3,273.75 369550BG2 1,600,000.00 0.00 28,000.00 28,000.00 912828R36 3,525,000.00 0.00 28,640.63 28,640.63 14041NFY2 1,865,000.00 0.00 1,616.33 1,616.33 58770GAC4 180,000.00 0.00 37.50 37.50 448977ADO 1,500,000.00 0.00 2,775.00 2,775.00 50117XAE2 925,000.00 0.00 431.67 431.67 91282CCC3 1,900,000.00 0.00 2,375.00 2,375.00 14317DAC4 1,530,000.00 0.00 701.25 701.25 14316NAC3 120,000.00 0.00 34.00 34.00 14314OAC8 810,000.00 0.00 351.00 351.00 44933LAC7 540,000.00 0.00 171.00 171.00 PFM Asset Management LLC Account 73340000 Page 27 Page 58 Pfm asset management Managed Account Security Transactions & Interest CITY OF RANCHO CUCAMONGA - - Transaction Type Principal Accrued Trade Settle Securitv Description CUSIP Par Proceeds Interest 05/15/22 05/15/22 HALST 2021-A A4 DTD 01/20/2021 0.420% 12/16/2024 05/15/22 05/15/22 IBM CORP DTD 05/15/2019 3.300% 05/15/2026 05/16/22 05/16/22 GMCAR 2022-1 A3 DTD 01/19/2022 1.260% 11/16/2026 05/16/22 05/16/22 GMCAR 2021-1 A3 DTD 01/20/2021 0.350% 10/16/2025 05/20/22 05/20/22 VALET 2021-1 A3 DTD 12/13/2021 1.020% 06/22/2026 05/20/22 05/20/22 GMALT 2021-1 A4 DTD 02/24/2021 0.330% 02/20/2025 05/21/22 05/21/22 HAROT 2021-1 A3 DTD 02/24/2021 0.270% 04/21/2025 05/21/22 05/21/22 HAROT 2021-4 A3 DTD 11/24/2021 0.880% 01/21/2026 05/24/22 05/24/22 ENERBANK USA DTD 07/24/2020 0.450% 07/24/2024 05/24/22 05/24/22 INTL BK RECON & DEVELOP NOTES DTD 11/24/2020 0.250% 11/24/2023 05/27/22 05/27/22 FANNIE MAE NOTES DTD 11/25/2020 0.250% 11/27/2023 05/28/22 05/28/22 ASTRAZENECA FINANCE LLC (CALLABLE) CORP DTD 05/28/2021 1.200% 05/28/2026 05/29/22 05/29/22 CHIPPEWA VALLEY BANK DTD 07/29/2020 0.500% 07/29/2025 05/29/22 05/29/22 WELLS FARGO BANK NA DTD 01/29/2020 1.900% 01/30/2023 05/30/22 05/30/22 MEDALLION BANK UTAH DTD 07/30/2020 0.550% 07/30/2025 05/31/22 05/31/22 US TREASURY N/B NOTES DTD 11/30/2021 1.250% 11/30/2026 For the Month Ending May 31, 2022 Realized GIL Realized GIL Sale Total Cost Amort Cost Method 44891TAD8 280,000.00 0.00 98.00 98.00 459200JZ5 1,675,000.00 0.00 27,637.50 27,637.50 380146AC4 570,000.00 0.00 598.50 598.50 36261LAC5 375,000.00 0.00 109.38 109.38 92868KAC7 1,025,000.00 0.00 871.25 871.25 36261RADO 515,000.00 0.00 141.63 141.63 43813GAC5 530,000.00 0.00 119.25 119.25 43815GAC3 745,000.00 0.00 546.33 546.33 29278TOD5 245,000.00 0.00 90.62 90.62 459058JM6 1,410,000.00 0.00 1,762.50 1,762.50 3135G06H1 4,400,000.00 0.00 5,500.00 5,500.00 04636NAA1 1,675,000.00 0.00 10,050.00 10,050.00 169894AT9 245,000.00 0.00 100.69 100.69 949763S64 245,000.00 0.00 382.60 382.60 58404DHO7 245,000.00 0.00 110.75 110.75 91282CDK4 2,895,000.00 0.00 18,093.75 18,093.75 PFM Asset Management LLC Account 73340000 Page 28 Page 59 Pfm asset management Managed Account Security Transactions & Interest CITY OF RANCHO CUCAMONGA - - Transaction Type Principal Accrued Trade Settle Securitv Description CUSIP Par Proceeds Interest Total 05/31/22 05/31/22 US TREASURY N/B NOTES 91282CCF6 9,100,000.00 0.00 34,125.00 34,125.00 DTD 05/31/2021 0.750% 05/31/2026 05/31/22 05/31/22 US TREASURY NOTES 912828R69 3,500,000.00 0.00 28,437.50 28,437.50 DTD 05/31/2016 1.625% 05/31/2023 05/31/22 05/31/22 US TREASURY NOTES 912828YV6 5,000,000.00 0.00 37,500.00 37,500.00 DTD 11/30/2019 1.500% 11/30/2024 05/31/22 05/31/22 US TREASURY NOTES 91282CAZ4 3,000,000.00 0.00 5,625.00 5,625.00 DTD 11/30/2020 0.375% 11/30/2025 Transaction Type Sub -Total 67,545,000.00 0.00 312,851.79 312,851.79 For the Month Ending May 31, 2022 Realized GIL Realized GIL Sale Cost Amort Cost Method 05/11/22 05/11/22 LOCKHEED MARTIN CORP NOTES 539830BE8 1,600,000.00 1,600,000.00 9,022.22 1,609,022.22 (114,864.00) 0.00 (CALLED,OMD 3 DTD 02/20/2015 2.900% 05/11/2022 Transaction Type Sub -Total 1,600,000.00 1,600,000.00 9,022.22 1,609,022.22 (114,864.00) 0.00 05/15/22 05/15/22 MBALT 2021-A A3 58770GAC4 1,850.11 1,850.11 0.00 1,850.11 0.19 0.00 DTD 01/27/2021 0.250% 01/16/2024 Transaction Type Sub -Total 1,850.11 1,850.11 0.00 1,850.11 0.19 0.00 04/27/22 05/04/22 US TREASURY NOTES 912828ZD5 450,000.00 444,621.09 305.71 444,926.80 (8,947.27) (6,685.93) FIFO DTD 03/15/2020 0.500% 03/15/2023 05/17/22 05/20/22 US TREASURY NOTES 91282CBH3 400,000.00 364,015.63 451.66 364,467.29 (29,406.25) (30,655.66) FIFO DTD 01/31/2021 0.375% 01/31/2026 05/18/22 05/24/22 INTL BK OF RECON AND DEV NOTE 459058JV6 1,745,000.00 1,711,618.15 206.01 1,711,824.16 (29,769.70) (31,744.01) FIFO DTD 04/20/2021 0.125% 04/20/2023 Transaction Type Sub -Total 2,595,000.00 2,520,254.87 963.38 2,521,218.25 (68,123.22) (69,085.60) Managed Account Sub -Total (18,200,397.51) 269,895.04 (17,930,502.47) (182,987.03) (69,085.60) PFM Asset Management LLC Account 73340000 Page 29 Page 60 pfrn asset management Managed Account Security Transactions & Interest CITY OF RANCHO CUCAMONGA - - Total Security Transactions PFM Asset Management LLC For the Month Ending May 31, 2022 ($18,200,397.51) $269,895.04 ($17,930,502.47) ($182,987.03) ($69,085.60) Account 73340000 Page 30 Page 61 City of Rancho Cucamonga Summary of Cash and Investments with Fiscal Agents For the Month Ended 5/31 12022 Trustee and/or Bond Issue/Description Paving Anent Account Name CFD 2003-01 Improvement Area 1 (2013) Wells Fargo Reserve Fund Agency Project Cultural Center Fund Bond Fund Developer Project Special Tax CFD 2003-01 Improvement Area 2 (2013) Wells Fargo Bond Fund Reserve Fund Special Tax Fund CFD No 2004-01 Rancho Etiwanda Series Wells Fargo Admin Expense Fund Bond Fund Reserve Fund Special Tax Fund Project Fund 2014 Rancho Summit Wells Fargo Cost of Issuance Fund Bond Fund Reserve Fund Sepcial Tax Fund Rebate Fund Redemption Fund Prepayment Fund 2019 Lease Revenue Bonds Wells Fargo Bond Fund Interest Principal Acquisition and Construciton - Series A Acquisition and Construciton - Series B Cost of Issuance CFD No. 2000-01 South Etiwanda Union Bank Rancho Cucamonga 2015 CFD2000-1 AGY Special Tax Fund Bond Fund Prepayment Fund Reserve Fund I:IFINANCEISALINAIFiscal Agent Stmtsl_Fiscal Agent Statements Workbook Template.xlsx Summary Report Page 1 Purchase Maturity Cost Trust Account# Fund Investment Date Date* Yield Value 865 Money Market Fund 9/1/2013 N/A 0.01 % $ 1,417,034.56 614 Money Market Fund 9/1/2013 N/A 0.01 % $ 77,817.59 615 Money Market Fund 9/1/2013 N/A 0.01 % $ 191,858.54 864 Money Market Fund 9/1/2013 N/A 0.01 % $ 71.86 614 Money Market Fund 9/1/2013 N/A 0.01 % $ 98,099.92 864 Money Market Fund 9/1/2013 N/A 0.01 % $ 0.55 $ 1,784,883.02 866 Money Market Fund 12/1/2013 N/A 0.01 % $ 6.77 867 Money Market Fund 12/1/2013 N/A 0.01% $ 132,476.9494 866 Money Market Fund 12/1/2013 N/A 0.01 % $ 0.09 $ 132,483.80 Money Market Fund N/A 0.01 % $ - 820 Money Market Fund N/A 0.01 % 60.73 821 Money Market Fund N/A 0.01 % 1,187,394.96 820 Money Market Fund N/A 1.05 617 Money Market Fund N/A 44,984.30 $ 1,232,441.04 Money Market Fund N/A $ - 858 Money Market Fund N/A 1,289.82 859 Money Market Fund N/A 259,483.32 858 Money Market Fund N/A 0.20 Money Market Fund N/A - Money Market Fund N/A - Money Market Fund N/A $ 260,773.34 711 Money Market Fund 2/28/2019 N/A $ 0.19 711 Money Market Fund 2/28/2019 N/A 0.82 711 Money Market Fund 2/28/2019 N/A 3.16 711 Money Market Fund 2/28/2019 N/A 7,102,121.41 711 Money Market Fund 2/28/2019 N/A 2,294,408.70 711 Money Market Fund 2/28/2019 N/A $ 9,396,534.28 7/30/2015 N/A $ - 852 Money Market Fund 7/30/2015 N/A 0.05 852 Money Market Fund 7/30/2015 N/A 0.06 Money Market Fund 7/30/2015 N/A - 0853 Money Market Fund 7/30/2015 N/A 0.00% 22,750.74 $ 22,750.85 Page 62 City of Rancho Cucamonga Summary of Cash and Investments with Fiscal Agents For the Month Ended 5/31/2022 Trustee and/or Bond Issue/Description Paying Anent Account Name CFD No. 2000-02 Rancho Cucamonga Corporate Park Union Bank Rancho Cucamonga 2015 CFD2000-2 AGY Special Tax Fund Bond Fund Prepayment Fund Reserve Fund CFD No. 2001-01 IA 1&2, Series A Union Bank Rancho Cucamonga 2015 CFD2001-1 AGY Special Tax Fund Bond Fund Prepayment Fund Reserve Fund CFD No. 2001-01 IA3, Series B Union Bank Rancho Cucamonga 2015 CFD2001-1 AGY Special Tax Fund Bond Fund Prepayment Fund Reserve Fund CFD No. 2006-01 Vintner's Grove Union Bank Rancho Cucamonga 2015 CFD2006-1 AGY Special Tax Fund Bond Fund Prepayment Fund Reserve Fund CFD No. 2006-02 Amador on Rt. 66 Union Bank Rancho Cucamonga 2015 CFD2006-2 AGY Special Tax Fund Bond Fund Prepayment Fund Reserve Fund Purchase Maturity Cost Trust Account# Fund Investment Date Date* Yield Value Money Market Fund 7/30/2015 N/A $ - 856 Money Market Fund 7/30/2015 N/A $ 0.51 856 Money Market Fund 7/30/2015 N/A $ 0.46 Money Market Fund 7/30/2015 N/A $ - 857 Money Market Fund 7/30/2015 N/A 0.00 % 208,906.77 $ 208,907.74 Money Market Fund 7/30/2015 N/A $ - TOTAL CASH AND INVESTMENTS WITH FISCAL AGENTS * Note: These investments are money market accounts which have no stated maturity date as they may be liquidated upon demand. I:IFINANCEISALINAIFiscal Agent Stmtsl_Fiscal Agent Statements Workbook Template.xlsx Summary Report Page 2 860 Money Market Fund 7/30/2015 N/A 0.51 860 Money Market Fund 7/30/2015 N/A 0.98 Money Market Fund 7/30/2015 N/A - 861 Money Market Fund 7/30/2015 N/A 0.00% 303,548.09 $ 303,549.58 Money Market Fund 7/30/2015 N/A $ - 862 Money Market Fund 7/30/2015 N/A 0.11 862 Money Market Fund 7/30/2015 N/A 0.03 Money Market Fund 7/30/2015 N/A - 863 Money Market Fund 7/30/2015 N/A 0.00 % 29,471.21 $ 29,471.35 Money Market Fund 7/30/2015 N/A $ - 869 Money Market Fund 7/30/2015 N/A 6.15 869 Money Market Fund 7/30/2015 N/A 0.11 Money Market Fund 7/30/2015 N/A - 870 Money Market Fund 7/30/2015 N/A 0.00 % 130,471.03 $ 130,477.29 Money Market Fund 7/30/2015 N/A $ - 871 Money Market Fund 7/30/2015 N/A 3.70 871 Money Market Fund 7/30/2015 N/A 0.08 Money Market Fund 7/30/2015 N/A - 872 Money Market Fund 7/30/2015 N/A 0.00 % 78,284.14 $ 78,287.92 13,580,560.21 $ 13,580,560.21 Page 63 r_VT Rancho Cucamonga Fire Protection District Portfolio Summary RANCHO May 31, 2022 CUCAMONGA Cash Dividends Closing Portfolio Holdings and Income Market Value PFM Managed Account PFM Cash Balance State Pool Passbook/Checking Accounts Total $ 89,703.44 $ 89,703.44 $ 54,254,841.16 5,164,059.27 33,066,573.31 478,311.75 $ 92,963,785.49 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. Lori E. Sassoon, Treasurer -�-ZQZZ Date ATTA� NT 2 Pfm asset management Consolidated Summary Statement RANCHO CUCAMONGA FIRE PROTECTION DISTRICT Portfolio Summary Investment Allocation Cash Dividends Closing Portfolio Holdings and Income Market Value Investment Type PFMAM Managed Account 89,703.44 54,254,841.16 Asset -Backed Security Local Agency Investment Fund 0.00 33,066,573.31 Corporate Note Passbook/Checking Accounts 0.00 478,311.75 Certificate of Deposit - FDIC Insured Su ra-National A enc Bond / Note Total $89,703.44 $87,799,726.22 Portfolio Holdings Closing Market Value Percent Under 30 days 33,544,885.06 38.21 31 to 60 days 0.00 0.00 61 to 90 days 0.00 0.00 91 to 180 days 0.00 0.00 181 days to 1 year 5,640,245.31 6.42 1 to 2 years 15,378,459.95 17.52 2 to 3 years 12,590,830.69 14.34 3 to 4 years 10,952,849.21 12.47 4 to 5 years 9,692,456.00 11.04 Over 5 years 0.00 0.00 Total $87,799,726.22 100.000/0 Weighted Average Days to Maturity 586 p g Y U.S. Treasury Bond / Note Local Agency Investment Fund Passbook/Checking Accounts Total Passbook/Checking Accounts 0.54% Local Agency Investment Fund 37.66% Account Statement For the Month Ending May 31, 2022 Closing Market Value Percent 549,896.29 6,848,239.35 458,770.35 1,914,115.42 44,483,819.75 33,066,573.31 478,311.75 0.63 7.80 0.52 2.18 50.67 37.66 0.54 $87,799,726.22 100.000/0 0.63% Corporate Note L7.80% Cert of Deposit - FDIC 0.52% Supra -National Agency Bond / Note 2.18% US TSY Bond / Note 50.67% PFM Asset Management LLC Summary Page 1 Page 65 Pfm asset management Managed Account Summary Statement CITY OF RANCHO CUCAMONGA, FIRE PROT DIST - Opening Market Value $44,148,262.85 Maturities/Calls 0.00 Principal Dispositions (489,678.72) Principal Acquisitions 10,329,543.10 Unsettled Trades 0.00 Change in Current Value 266,713.93 Closing Market Value $54,254,841.16 Interest/Dividends/Coupons Received 123,089.38 Less Purchased Interest Related to Interest/Coupons (21,172.67) Plus Net Realized Gains/Losses (12,213.27) Total Cash Basis Earninas $89,703.44 Ending Amortized Value of Securities 55,760,431.87 Ending Accrued Interest 106,134.52 Plus Proceeds from Sales 492,081.42 Plus Proceeds of Maturities/Calls/Principal Payments 0.00 Plus Coupons/Dividends Received 120,499.01 Less Cost of New Purchases (10,350,715.77) Less Beginning Amortized Value of Securities (45,925,674.83) Less Beginning Accrued Interest (155,532.97) Total Accrual Basis Earnings $47,223.25 PFM Asset Management LLC For the Month Ending May 31, 2022 Maturities/Calls 0.00 Sale Proceeds 574,592.92 Coupon/Interest/Dividend Income 120,499.01 Principal Payments 0.00 Security Purchases (10,425,695.52) Net Cash Contribution 14,820,000.00 Reconciling Transactions 0.00 Closing Cash Balance $5,164,059.27 Account 73340100 Page 1 Page 66 Pfm asset management Portfolio Summary and Statistics CITY OF RANCHO CUCAMONGA, FIRE PROT DIST - - Description Par Value Market Value Percent U.S. Treasury Bond / Note 46,160,000.00 44,483,819.75 81.99 Supra -National Agency Bond / Note 2,060,000.00 1,914,115.42 3.53 Corporate Note 7,075,000.00 6,848,239.35 12.62 Certificate of Deposit - FDIC Insured 490,000.00 458,770.35 0.85 Asset -Backed Security 570,000.00 549,896.29 1.01 Managed Account Sub -Total 56,355,000.00 54,254,841.16 100.00% Accrued Interest 106,134.52 Total Portfolio 56,355,000.00 54,360,975.68 Unsettled Trades 28.34% 0.00 0.00 0 - 6 Months 6 - 12 Months 1 - 2 Years 2 - 3 Years 3 - 4 Years 4 - 5 Years Over 5 Years US TSY Bond / 81.99% Yield to Maturity at Cost For the Month Ending May 31, 2022 ABS Deposit - DIC ite Note a -National Bond / Note 1.50% Yield to Maturity at Market 2.64% Weighted Average Days to Maturity 948 PFM Asset Management LLC Account 73340100 Page 2 Page 67 pfm asset management Managed Account Issuer Summary CITY OF RANCHO CUCAMONGA, FIRE PROT DIST Market Value Issuer of Holdings Percent AMAZON.COM INC 345,906.00 0.64 AMERICAN EXPRESS CO 271,643.35 0.50 AMERICAN HONDA FINANCE 182,609.60 0.34 ASTRAZENECA PLC 137,939.10 0.25 BANK OF AMERICA CO 414,498.76 0.76 BERKSHIRE HATHAWAY INC 265,587.30 0.49 CAPITAL ONE FINANCIAL CORP 171,406.42 0.32 CATERPILLAR INC 443,372.16 0.82 CHARLES SCHWAB 285,573.30 0.53 CITIGROUP INC 338,683.80 0.62 DEERE & COMPANY 186,251.80 0.34 ENERBANK USA 232,592.96 0.43 GM FINANCIAL CONSUMER AUTOMOBILE TRUST 57,738.28 0.11 GOLDMAN SACHS GROUP INC 340,454.58 0.63 HONDA AUTO RECEIVABLES 67,261.15 0.12 HONEYWELL INTERNATIONAL 253,285.76 0.47 HSBC HOLDINGS PLC 330,881.76 0.61 HYUNDAI AUTO RECEIVABLES 151,991.56 0.28 IBM CORP 267,375.65 0.49 INTER-AMERICAN DEVELOPMENT BANK 347,172.67 0.64 INTL BANK OF RECONSTRUCTION AND DEV 1,566,942.75 2.89 JP MORGAN CHASE & CO 336,475.56 0.62 MEDALLION BANK UTAH 226,177.39 0.42 MORGAN STANLEY 391,655.85 0.72 NATIONAL RURAL UTILITIES CO FINANCE CORP 74,940.15 0.14 NORTHERN TRUST 409,948.80 0.76 STATE STREET CORPORATION 320,867.02 0.59 TARGET CORP 174,504.77 0.32 THE BANK OF NEW YORK MELLON CORPORATION 430,356.05 0.79 TOYOTA MOTOR CORP 328,973.04 0.61 TRUIST FIN CORP 250,723.55 0.46 UNITED STATES TREASURY 44,483,819.75 81.98 PFM Asset Management LLC 0.! BI 1.; 4., 81.99% For the Month Ending May 31, 2022 A 3.86% A+ 1.48% A- 4.40 AA 1.13% Account 73340100 Page 3 Page 68 pfrn asset management Managed Account Issuer Summary For the Month Ending May 31, 2022 CITY OF RANCHO CUCAMONGA, FIRE PROT DIST - - Market Value Issuer of Holdings Percent UNITEDHEALTH GROUP INC 65,731.64 0.12 VOLKSWAGEN OF AMERICA 101,498.88 0.19 Total $54,254,841.16 100.000/0 PFM Asset Management LLC Account 73340100 Page 4 Page 69 pfm asset management Managed Account Detail of Securities Held For the Month Ending May 31, 2022 CITY OF RANCHO CUCAMONGA, FIRE PROT DIST - - Security Type/Description S&P Moody's Trade Settle Original YTM Accrued Amortized Market Dated Date/Coupon/Maturity U.S. Treasury Bond / Note CUSIP Par Rating Rating Date Date Cost at Cost Interest Cost Value US TREASURY NOTES 91282CAX9 840,000.00 AA+ Aaa 05/25/21 05/26/21 840,164.06 0.11 2.87 840,053.99 833,962.50 DTD 11/30/2020 0.125% 11/30/2022 US TREASURY NOTES 9128284L1 1,000,000.00 AA+ Aaa 05/12/22 05/13/22 1,006,523.44 2.06 2,391.30 1,006,171.32 1,005,625.00 DTD 04/30/2018 2.750% 04/30/2023 US TREASURY NOTES 912828R69 1,500,000.00 AA+ Aaa 01/06/22 01/07/22 1,520,156.25 0.66 66.60 1,514,414.29 1,492,031.25 DTD 05/31/2016 1.625% 05/31/2023 US TREASURY NOTES 9128284S6 2,295.000.00 AA+ Aaa 05/25/21 05/26/21 2,414.591.02 0.16 172.44 2,354,226.03 2,308.626.56 DTD 05/31/2018 2.750% 05/31/2023 US TREASURY NOTES 912828S35 795,000.00 AA+ Aaa 01/24/22 01/25/22 801,521.48 0.80 4,589.92 799,931.79 788,167.93 DTD 06/30/2016 1.375% 06/30/2023 US TREASURY N/B NOTES 91282CCN9 1,000,000.00 AA+ Aaa 08/06/21 08/09/21 998,359.38 0.21 417.82 999,032.92 976,093.80 DTD 07/31/2021 0.125% 07/31/2023 US TREASURY N/B NOTES 91282CCU3 795,000.00 AA+ Aaa 09/02/21 09/03/21 793.695.70 0.21 251.14 794,181.90 774,131.25 DTD 08/31/2021 0.125% 08/31/2023 US TREASURY NOTES 91282CDA6 2,300,000.00 AA+ Aaa 04/21/22 04/22/22 2,228,933.59 2.45 974.04 2,234,337.88 2,239,625.00 DTD 09/30/2021 0.250% 09/30/2023 US TREASURY N/B NOTES 91282CDDO 795,000.00 AA+ Aaa 11/01/21 11/03/21 792,764.06 0.52 259.24 793,409.93 773,634.38 DTD 10/31/2021 0.375% 10/31/2023 US TREASURY N/B NOTES 91282CDDO 1,000,000.00 AA+ Aaa 05/12/22 05/13/22 971,093.75 2.40 326.09 972,118.41 973,125.00 DTD 10/31/2021 0.375% 10/31/2023 US TREASURY NOTES 9128285P1 2,260,000.00 AA+ Aaa 05/25/21 05/26/21 2,410.342.97 0.22 177.53 2,349,583.45 2,277.656.25 DTD 11/30/2018 2.875% 11/30/2023 US TREASURY N/B NOTES 91282CDR9 2,000,000.00 AA+ Aaa 01/06/22 01/07/22 1,994,921.88 0.88 6,298.34 1,995,940.31 1,949,375.00 DTD 12/31/2021 0.750% 12/31/2023 US TREASURY NOTES 91282CBEO 1,000,000.00 AA+ Aaa 11/17/21 11/18/21 989,492.19 0.62 473.07 992,092.47 963,906.20 DTD 01/15/2021 0.125% 01/15/2024 US TREASURY NOTES 91282CBR1 1,500.000.00 AA+ Aaa 01/06/22 01/07/22 1,477.382.81 0.95 794.84 1,481,492.45 1,442.343.75 DTD 03/15/2021 0.250% 03/15/2024 PFM Asset Management LLC Account 73340100 Page 5 Page 70 Pfm asset management Managed Account Detail of Securities Held For the Month Ending May 31, 2022 CITY OF RANCHO CUCAMONGA, FIRE PROT DIST - - Security Type/Description S&P Moody's Trade Settle Original YTM Accrued Amortized Market Dated Date/Coupon/Maturity U.S. Treasury Bond / Note CUSIP Par Rating Rating Date Date Cost at Cost Interest Cost Value US TREASURY N/B NOTES 91282CCC3 1,975,000.00 AA+ Aaa 05/25/21 05/26/21 1,971,219.73 0.31 228.09 1,972,512.34 1,889,519.63 DTD 05/15/2021 0.250% 05/15/2024 US TREASURY N/B NOTES 91282CCG4 340,000.00 AA+ Aaa 07/26/21 07/28/21 338.990.63 0.35 392.31 339,285.87 324,487.50 DTD 06/15/2021 0.250% 06/15/2024 US TREASURY NOTES 9128286Z8 670,000.00 AA+ Aaa 05/12/22 05/13/22 657,882.42 2.63 4,923.20 658,177.97 659,007.85 DTD 06/30/2019 1.750% 06/30/2024 US TREASURY N/B NOTES 91282CCL3 295,000.00 AA+ Aaa 11/17/21 11/18/21 291,992.38 0.76 418.66 292,597.00 281,678.92 DTD 07/15/2021 0.375% 07/15/2024 US TREASURY N/B NOTES 91282CCL3 1,500,000.00 AA+ Aaa 01/06/22 01/07/22 1,475,273.44 1.04 2,128.80 1,479,170.56 1,432,265.70 DTD 07/15/2021 0.375% 07/15/2024 US TREASURY NOTES 912828YE4 1,665,000.00 AA+ Aaa 04/21/22 04/22/22 1,605,033.99 2.84 5,259.68 1,607,816.64 1,616,090.63 DTD 08/31/2019 1.250% 08/31/2024 US TREASURY NOTES 912828YV6 2,000,000.00 AA+ Aaa 05/25/21 05/26/21 2,073,828.13 0.44 81.97 2,052,496.17 1,943,125.00 DTD 11/30/2019 1.500% 11/30/2024 US TREASURY NOTES 912828YYO 500,000.00 AA+ Aaa 01/03/22 01/05/22 510,605.47 1.03 3,674.03 509,176.50 488,281.25 DTD 12/31/2019 1.750% 12/31/2024 US TREASURY N/B NOTES 91282CDS7 2,000.000.00 AA+ Aaa 04/21/22 04/22/22 1,907.265.63 2.90 8,515.19 1,910,978.72 1,921.250.00 DTD 01/15/2022 1.125% 01/15/2025 US TREASURY N/B NOTES 91282CDZ1 1,000,000.00 AA+ Aaa 05/12/22 05/13/22 966,679.69 2.76 4,392.27 967,307.13 968,437.50 DTD 02/15/2022 1.500% 02/15/2025 US TREASURY NOTES 912828ZL7 1,000,000.00 AA+ Aaa 05/12/22 05/13/22 932,304.69 2.77 326.09 933,492.33 934,062.50 DTD 04/30/2020 0.375% 04/30/2025 US TREASURY NOTES 912828ZTO 1,425,000.00 AA+ Aaa 05/25/21 05/26/21 1,406,909.18 0.57 9.73 1,411,487.42 1,323,468.75 DTD 05/31/2020 0.250% 05/31/2025 US TREASURY NOTES 91282CAJO 2,500,000.00 AA+ Aaa 01/06/22 01/07/22 2,406,054.69 1.31 1,579.48 2,416,281.47 2,304,687.50 DTD 08/31/2020 0.250% 08/31/2025 US TREASURY NOTES 91282CAT8 1,000,000.00 AA+ Aaa 05/12/22 05/13/22 916,132.81 2.81 217.39 917,390.49 917,968.80 DTD 10/31/2020 0.250% 10/31/2025 PFM Asset Management LLC Account 73340100 Page 6 Page 71 Pfm asset management Managed Account Detail of Securities Held CITY OF RANCHO CUCAMONGA, FIRE PROT DIST - - Security Type/Description S&P Moody's Trade Settle Original YTM Accrued Dated Date/Coupon/Maturity CUSIP Par Rating Rating Date Date Cost at Cost Interest US TREASURY NOTES DTD 01/31/2021 0.375% 01/31/2026 US TREASURY NOTES DTD 02/28/2019 2.500% 02/28/2026 US TREASURY N/B NOTES DTD 04/30/2021 0.750% 04/30/2026 US TREASURY NOTES DTD 05/16/2016 1.625% 05/15/2026 US TREASURY NOTES DTD 05/31/2019 2.125% 05/31/2026 US TREASURY N/B NOTES DTD 06/30/2021 0.875% 06/30/2026 US TREASURY NOTES DTD 08/15/2016 1.500% 08/15/2026 US TREASURY N/B NOTES DTD 09/30/2021 0.875% 09/30/2026 US TREASURY N/B NOTES DTD 10/31/2021 1.125% 10/31/2026 US TREASURY N/B NOTES DTD 10/31/2021 1.125% 10/31/2026 US TREASURY NOTES DTD 02/15/2017 2.250% 02/15/2027 Security Type Sub -Total INTER-AMERICAN DEVEL BK NOTES DTD 09/23/2021 0.500% 09/23/2024 For the Month Ending May 31, 2022 Amortized Market Cost Value 91282CBH3 500,000.00 AA+ Aaa 09/01/21 09/03/21 492,910.16 0.70 626.73 494,102.80 457,890.60 9128286F2 500,000.00 AA+ Aaa 05/12/22 05/13/22 494.335.94 2.82 3,158.97 494,413.53 494,843.75 91282CBWO 700,000.00 AA+ Aaa 05/25/21 05/27/21 698,660.16 0.79 456.52 698,935.72 646,625.00 912828R36 600,000.00 AA+ Aaa 03/03/22 03/07/22 596,554.69 1.77 450.41 596,748.35 573,375.00 9128286X3 1,000,000.00 AA+ Aaa 07/26/21 07/28/21 1,067,851.56 0.70 58.06 1,056,031.27 974,062.50 91282CC38 600,000.00 AA+ Aaa 01/06/22 01/07/22 585,468.75 1.44 2,204.42 586,757.45 555,187.50 9128282A7 2,000,000.00 AA+ Aaa 04/21/22 04/22/22 1,878,046.88 3.02 8,784.53 1,881,142.14 1,894,375.00 91282CCZ2 1,500,000.00 AA+ Aaa 05/12/22 05/13/22 1,379,472.66 2.84 2,223.36 1,380,903.03 1,380,468.75 91282CDG3 310,000.00 AA+ Aaa 11/01/21 11/03/21 308,595.31 1.22 303.26 308,757.12 288,106.25 91282CDG3 1,000,000.00 AA+ Aaa 11/17/21 11/18/21 993,945.31 1.25 978.26 994,598.33 929,375.00 912828V98 500,000.00 AA+ Aaa 05/12/22 05/13/22 486,816.41 2.85 3,294.20 486,960.45 486,875.00 46,160,000.00 45,682,773.29 1.38 71,880.85 45,574,507.94 44,483,819.75 4581XODZ8 365,000.00 AAA Aaa 09/15/21 09/23/21 364,729.90 0.52 344.72 364,791.76 347,172.67 PFM Asset Management LLC Account 73340100 Page 7 Page 72 Pfm asset management Managed Account Detail of Securities Held CITY OF RANCHO CUCAMONGA, FIRE PROT DIST - - Security Type/Description S&P Moody's Trade Settle Original YTM Dated Date/Coupon/Maturity CUSIP Par Rating Rating Date Date Cost at Cost Supra -National Agency Bond / Note INTL BK RECON & DEVELOP NOTES 459058JS3 1,695,000.00 AAA Aaa 05/25/21 05/26/21 1,679,728.05 0.85 (CALLABLE) DTD 02/10/2021 0.650% 02/10/2026 Security Type Sub -Total Corporate HSBC USA INC CORPORATE NOTES 40428HTAO DTD 05/24/2022 3.750% 05/24/2024 AMERICAN EXPRESS CO CORP NOTES 025816CG2 (CALLABLE DTD 07/30/2019 2.500% 07/30/2024 MORGAN STANLEY CORP NOTES 61747YE04 (CALLABLE) DTD 04/20/2022 3.620% 04/17/2025 BANK OF NY MELLON CORP (CALLABLE) 06406RBCO CORP N DTD 04/26/2022 3.350% 04/25/2025 BANK OF AMERICA CORP NOTES 06051GKS7 (CALLABLE) DTD 04/27/2022 3.841% 04/25/2025 CATERPILLAR FINL SERVICE CORPORATE 14913R2V8 NOTES DTD 05/13/2022 3.400% 05/13/2025 CATERPILLAR FINL SERVICE CORPORATE 14913R2V8 NOTES DTD 05/13/2022 3.400% 05/13/2025 NATIONAL RURAL UTIL COOP CORPORATE 63743HFE7 NOTES DTD 05/04/2022 3.450% 06/15/2025 2,060,000.00 2,044,457.95 0.79 330,000.00 A- Al 05/17/22 05/24/22 329,986.80 3.75 275,000.00 BBB+ A2 11/19/21 11/23/21 284,845.00 1.14 225,000.00 A- Al 05/12/22 05/16/22 224,412.75 3.71 250,000.00 A Al 05/12/22 05/16/22 250,387.50 3.29 250,000.00 A- A2 05/12/22 05/16/22 250,470.00 3.77 190,000.00 A A2 05/10/22 05/13/22 189,758.70 3.44 250,000.00 A A2 05/12/22 05/16/22 250,500.00 3.33 75,000.00 A- A2 04/27/22 05/04/22 74,979.75 3.46 For the Month Ending May 31, 2022 Accrued Amortized Market Interest Cost Value 3,397.06 1,683,020.26 1, 566, 942.75 3,741.78 2,047,812.02 1,914,115.42 240.63 329,986.94 330,881.76 2,310.76 282,876.00 271,643.35 927.63 224,421.56 225,639.45 814.24 250,381.56 250,450.25 906.90 250,463.00 251,273.00 323.00 189,762.88 191,456.16 425.00 250,492.68 251,916.00 194.06 74,980.25 74,940.15 PFM Asset Management LLC Account 73340100 Page 8 Page 73 Pfm asset management Managed Account Detail of Securities Held For the Month Ending May 31, 2022 CITY OF RANCHO CUCAMONGA, FIRE PROT DIST - - Security Type/Description S&P Moody's Trade Settle Original YTM Accrued Amortized Market Dated Date/Coupon/Maturity Corporate CUSIP Par Rating Rating Date Date Cost at Cost Interest Cost Value MORGAN STANLEY CORPORATE NOTES 61746BDZ6 165,000.00 A- Al 05/25/21 05/27/21 185,034.30 1.19 2,202.29 180,689.23 166,016.40 DTD 01/27/2016 3.875% 01/27/2026 STATE STREET CORP (CALLABLE) 857477BR3 35.000.00 A Al 02/02/22 02/07/22 35,000.00 1.75 193.52 35.000.00 33.523.42 CORPORATE N DTD 02/07/2022 1.746% 02/06/2026 STATE STREET CORP (CALLABLE) 857477BR3 300,000.00 A Al 04/27/22 04/29/22 287,229.00 2.95 1,658.70 287,534.61 287,343.60 CORPORATE N DTD 02/07/2022 1.746% 02/06/2026 GOLDMAN SACHS GROUP INC CORP NOTES 38143U8H7 165,000.00 BBB+ A2 05/25/21 05/27/21 183,570.75 1.30 1,650.00 179,388.66 165,220.61 (CALL DTD 02/25/2016 3.750% 02/25/2026 GOLDMAN SACHS GROUP INC CORP NOTES 38143U8H7 175,000.00 BBB+ A2 04/27/22 04/29/22 174,895.00 3.77 1,750.00 174,897.48 175,233.97 (CALL DTD 02/25/2016 3.750% 02/25/2026 CITIGROUP INC CORP NOTES (CALLABLE) 172967NL1 175,000.00 BBB+ A3 04/27/22 04/29/22 171,647.00 3.82 1,183.49 171,725.03 171,911.25 DTD 03/17/2022 3.290% 03/17/2026 JP MORGAN CORP (CALLABLE) NOTES 46625HOW3 340,000.00 A- A2 05/25/21 05/27/21 373,585.20 1.20 1,870.00 366,188.46 336,475.56 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 1.21 673.75 179,197.84 163,225.76 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 1.29 481.67 183,596.04 166,772.55 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 0.98 197.92 375,283.47 345,906.00 DTD 05/12/2021 1.000% 05/12/2026 IBM CORP 459200JZ5 150,000.00 A- A3 09/01/21 09/03/21 165,211.50 1.08 220.00 162,807.82 149,100.15 DTD 05/15/2019 3.300% 05/15/2026 ASTRAZENECA FINANCE LLC (CALLABLE) 04636NAA1 150,000.00 A- A3 09/01/21 09/03/21 150,814.50 1.08 15.00 150,684.51 137,939.10 CORP DTD 05/28/2021 1.200% 05/28/2026 PFM Asset Management LLC Account 73340100 Page 9 Page 74 Pfm asset management Managed Account Detail of Securities Held CITY OF RANCHO CUCAMONGA, FIRE PROT DIST - - For the Month Ending May 31, 2022 Security Type/Description S&P Moody's Trade Settle Original YTM Accrued Amortized Market Dated Date/Coupon/Maturity Corporate CUSIP Par Rating Rating Date Date Cost at Cost Interest Cost Value TOYOTA MOTOR CREDIT CORP CORPORATE 89236TJK2 110,000.00 A+ Al 09/08/21 09/13/21 109,755.80 1.17 560.31 109,792.45 100,519.54 NOTES DTD 06/18/2021 1.125% 06/18/2026 TOYOTA MOTOR CREDIT CORP CORPORATE 89236TJK2 250,000.00 A+ Al 05/12/22 05/16/22 228.305.00 3.42 1,273.44 228,537.34 228,453.50 NOTES DTD 06/18/2021 1.125% 06/18/2026 AMERICAN HONDA FINANCE CORPORATE 02665WDZ1 200,000.00 A- A3 12/01/21 12/03/21 197,074.00 1.62 592.22 197,376.52 182,609.60 NOTES DTD 09/09/2021 1.300% 09/09/2026 BANK OF NY MELLON CORP CORPORATE 06406RAV9 200,000.00 A Al 12/01/21 12/03/21 195,328.00 1.55 268.33 195,801.25 179,905.80 NOTES DTD 07/27/2021 1.050% 10/15/2026 JOHN DEERE CAPITAL CORP CORPORATE 24422EWA3 200,000.00 A A2 01/11/22 01/13/22 198,872.00 1.82 1,331.66 198,957.96 186,251.80 NOTES DTD 01/10/2022 1.700% 01/11/2027 TARGET CORP CORPORATE NOTES 87612EBM7 35,000.00 A A2 01/19/22 01/24/22 34.940.50 1.99 240.77 34,944.69 33,014.42 DTD 01/24/2022 1.950% 01/15/2027 TARGET CORP CORPORATE NOTES 87612EBM7 150,000.00 A A2 03/24/22 03/28/22 145,041.00 2.69 1,031.88 145,224.77 141,490.35 DTD 01/24/2022 1.950% 01/15/2027 IBM CORP CORPORATE NOTES 459200KM2 125,000.00 A- A3 03/24/22 03/28/22 120,833.75 2.94 855.56 120,985.97 118,275.50 DTD 02/09/2022 2.200% 02/09/2027 HONEYWELL INTERNATIONAL (CALLABLE) 438516CE4 280,000.00 A A2 03/03/22 03/07/22 264,583.20 2.27 770.00 265,311.69 253,285.76 CORP DTD 08/16/2021 1.100% 03/01/2027 TRUIST FINANCIAL CORP NOTES 89788MAD4 275,000.00 A- A3 03/24/22 03/28/22 255,332.00 2.83 861.38 256,042.23 250,723.55 (CALLABLE) DTD 03/02/2021 1.267% 03/02/2027 CHARLES SCHWAB CORP NOTES 808513BYO 300,000.00 A A2 04/27/22 04/29/22 284,730.00 3.60 1,796.67 285,014.86 285,573.30 (CALLABLE) DTD 03/03/2022 2.450% 03/03/2027 PFM Asset Management LLC Account 73340100 Page 10 Page 75 Pfm asset management Managed Account Detail of Securities Held CITY OF RANCHO CUCAMONGA, FIRE PROT DIST - - For the Month Ending May 31, 2022 Security Type/Description S&P Moody's Trade Settle Original YTM Accrued Amortized Market Dated Date/Coupon/Maturity Corporate CUSIP Par Rating Rating Date Date Cost at Cost Interest Cost Value BERKSHIRE HATHAWAY CORP NOTES 084664CZ2 275,000.00 AA Aa2 03/24/22 03/28/22 269,205.75 2.76 1,335.28 269,413.49 265,587.30 (CALLABLE) DTD 03/15/2022 2.300% 03/15/2027 NORTHERN TRUST CORP NOTE (CALLABLE) 665859AW4 400,000.00 A+ A2 05/12/22 05/16/22 405.484.00 3.70 933.33 405,434.98 409,948.80 DTD 05/10/2022 4.000% 05/10/2027 UNITEDHEALTH GROUP INC CORPORATE 91324PEG3 65,000.00 A+ A3 05/17/22 05/20/22 64,964.90 3.71 73.49 64,965.13 65,731.64 NOTES DTD 05/20/2022 3.700% 05/15/2027 Security Type Sub -Total 7,075,000.00 7,102,150.30 2.55 30,162.88 7,078,161.35 6,848,239.35 DepositCertificate of ENERBANK USA 29278TOD5 245,000.00 NR NR 07/24/20 07/24/20 245,000.00 0.45 24.16 245,000.00 232,592.96 DTD 07/24/2020 0.450% 07/24/2024 MEDALLION BANK UTAH 58404DHO7 245,000.00 NR NR 07/30/20 07/30/20 245,000.00 0.55 7.38 245,000.00 226,177.39 DTD 07/30/2020 0.550% 07/30/2025 Security Type Sub -Total Asset -Backed Security 490,000.00 490,000.00 0.50 31.54 490,000.00 458,770.35 HAROT 2021-4 A3 43815GAC3 70,000.00 NR Aaa 11/16/21 11/24/21 69,985.24 0.89 17.11 69,987.08 67,261.15 DTD 11/24/2021 0.880% 01/21/2026 VALET 2021-1 A3 92868KAC7 105,000.00 AAA Aaa 12/07/21 12/13/21 104,995.88 1.02 32.73 104,996.30 101.498.88 DTD 12/13/2021 1.020% 06/22/2026 HART 2022-A A3 448977ADO 155,000.00 AAA NR 03/09/22 03/16/22 154,994.03 2.22 152.93 154,994.30 151,991.56 DTD 03/16/2022 2.220% 10/15/2026 GMCAR 2022-1 A3 380146AC4 60,000.00 AAA NR 01/11/22 01/19/22 59,994.79 1.26 31.50 59,995.18 57,738.28 DTD 01/19/2022 1.260% 11/16/2026 COMET 2021-A3 A3 14041NFY2 180,000.00 AAA NR 11/18/21 11/30/21 179,975.20 1.04 83.20 179,977.70 171,406.42 DTD 11/30/2021 1.040% 11/16/2026 PFM Asset Management LLC Account 73340100 Page 11 Page 76 pfrn asset management Managed Account Detail of Securities Held For the Month Ending May 31, 2022 CITY OF RANCHO CUCAMONGA, FIRE PROT DIST - - 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 Security Type Sub -Total 570,000.00 569,945.14 1.37 317.47 569,950.56 549,896.29 Managed Account Sub -Total 56,355,000.00 55,889,326.68 1.50 106,134.52 55,760,431.87 54,254,841.16 Securities Sub -Total $56,355,000.00 $55,889,326.68 1.50% $106,134.52 $55,760,431.87 $54,254,841.16 Accrued Interest $106,134.52 Total Investments $54,360,975.68 PFM Asset Management LLC Account 73340100 Page 12 Page 77 Pfm asset management Managed Account Fair Market Value & Analytics For the Month Ending May 31, 2022 CITY OF RANCHO CUCAMONGA, FIRE PROT DIST - - 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 US TREASURY NOTES 91282CAX9 840,000.00 HSBC 99.28 833,962.50 (6,201.56) (6,091.49) 0.50 1.57 DTD 11/30/2020 0.125% 11/30/2022 US TREASURY NOTES 9128284L1 1,000,000.00 NOMURA 100.56 1,005,625.00 (898.44) (546.32) 0.91 2.13 DTD 04/30/2018 2.750% 04/30/2023 US TREASURY NOTES 912828R69 1,500,000.00 CITIGRP 99.47 1,492,031.25 (28,125.00) (22,383.04) 1.00 2.16 DTD 05/31/2016 1.625% 05/31/2023 US TREASURY NOTES 9128284S6 2,295,000.00 HSBC 100.59 2,308,626.56 (105,964.46) (45,599.47) 0.99 2.15 DTD 05/31/2018 2.750% 05/31/2023 US TREASURY NOTES 912828S35 795,000.00 NOMURA 99.14 788,167.93 (13,353.55) (11,763.86) 1.07 2.18 DTD 06/30/2016 1.375% 06/30/2023 US TREASURY N/B NOTES 91282CCN9 1,000,000.00 MERRILL 97.61 976,093.80 (22,265.58) (22,939.12) 1.17 2.21 DTD 07/31/2021 0.125% 07/31/2023 US TREASURY N/B NOTES 91282CCU3 795,000.00 CITIGRP 97.38 774,131.25 (19,564.45) (20,050.65) 1.25 2.27 DTD 08/31/2021 0.125% 08/31/2023 US TREASURY NOTES 91282CDA6 2,300,000.00 RBS 97.38 2,239,625.00 10,691.41 5,287.12 1.33 2.26 DTD 09/30/2021 0.250% 09/30/2023 US TREASURY N/B NOTES 91282CDDO 795,000.00 CITIGRP 97.31 773,634.38 (19,129.68) (19,775.55) 1.41 2.32 DTD 10/31/2021 0.375% 10/31/2023 US TREASURY N/B NOTES 91282CDDO 1,000,000.00 BMO 97.31 973,125.00 2,031.25 1,006.59 1.41 2.32 DTD 10/31/2021 0.375% 10/31/2023 US TREASURY NOTES 9128285P1 2,260,000.00 CITIGRP 100.78 2,277,656.25 (132,686.72) (71,927.20) 1.48 2.34 DTD 11/30/2018 2.875% 11/30/2023 US TREASURY N/B NOTES 91282CDR9 2,000,000.00 CITIGRP 97.47 1,949,375.00 (45,546.88) (46,565.31) 1.57 2.39 DTD 12/31/2021 0.750% 12/31/2023 US TREASURY NOTES 91282CBEO 1,000,000.00 JPM_CHA 96.39 963,906.20 (25,585.99) (28,186.27) 1.62 2.40 DTD 01/15/2021 0.125% 01/15/2024 US TREASURY NOTES 91282CBR1 1,500,000.00 WELLS_F 96.16 1,442,343.75 (35,039.06) (39,148.70) 1.79 2.46 DTD 03/15/2021 0.250% 03/15/2024 US TREASURY N/B NOTES 91282CCC3 1,975,000.00 BARCLAY 95.67 1,889,519.63 (81,700.10) (82,992.71) 1.95 2.53 DTD 05/15/2021 0.250% 05/15/2024 US TREASURY N/B NOTES 91282CCG4 340,000.00 MERRILL 95.44 324,487.50 (14,503.13) (14,798.37) 2.03 2.56 DTD 06/15/2021 0.250% 06/15/2024 US TREASURY NOTES 9128286ZS 670,000.00 CITIGRP 98.36 659,007.85 1,125.43 829.88 2.04 2.56 DTD 06/30/2019 1.750% 06/30/2024 PFM Asset Management LLC Account 73340100 Page 13 Page 78 Pfm asset management Managed Account Fair Market Value & Analytics For the Month Ending May 31, 2022 CITY OF RANCHO CUCAMONGA, FIRE PROT DIST - - 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 US TREASURY N/B NOTES 91282CCL3 295,000.00 JPM_CHA 95.48 281,678.92 (10,313.46) (10,918.08) 2.11 2.57 DTD 07/15/2021 0.375% 07/15/2024 US TREASURY N/B NOTES 91282CCL3 1,500,000.00 WELLS_F 95.48 1,432,265.70 (43,007.74) (46,904.86) 2.11 2.57 DTD 07/15/2021 0.375% 07/15/2024 US TREASURY NOTES 912828YE4 1,665,000.00 RBS 97.06 1,616,090.63 11,056.64 8,273.99 2.22 2.60 DTD 08/31/2019 1.250% 08/31/2024 US TREASURY NOTES 912828YV6 2,000,000.00 GOLDMAN 97.16 1,943,125.00 (130,703.13) (109,371.17) 2.46 2.68 DTD 11/30/2019 1.500% 11/30/2024 US TREASURY NOTES 912828YYO 500,000.00 MORGAN_ 97.66 488,281.25 (22,324.22) (20,895.25) 2.52 2.70 DTD 12/31/2019 1.750% 12/31/2024 US TREASURY N/B NOTES 91282CDS7 2,000,000.00 MORGAN_ 96.06 1,921,250.00 13,984.37 10,271.28 2.58 2.69 DTD 01/15/2022 1.125% 01/15/2025 US TREASURY N/B NOTES 91282CDZ1 1,000,000.00 TD 96.84 968,437.50 1,757.81 1,130.37 2.65 2.72 DTD 02/15/2022 1.500% 02/15/2025 US TREASURY NOTES 912828ZL7 1,000,000.00 MERRILL 93.41 934,062.50 1,757.81 570.17 2.90 2.74 DTD 04/30/2020 0.375% 04/30/2025 US TREASURY NOTES 912828ZTO 1,425,000.00 WELLS_F 92.88 1,323,468.75 (83,440.43) (88,018.67) 2.99 2.74 DTD 05/31/2020 0.250% 05/31/2025 US TREASURY NOTES 91282CA30 2,500,000.00 MORGAN_ 92.19 2,304,687.50 (101,367.19) (111,593.97) 3.24 2.78 DTD 08/31/2020 0.250% 08/31/2025 US TREASURY NOTES 91282CAT8 1,000,000.00 CITIGRP 91.80 917,968.80 1,835.99 578.31 3.40 2.78 DTD 10/31/2020 0.250% 10/31/2025 US TREASURY NOTES 91282CBH3 500,000.00 NOMURA 91.58 457,890.60 (35,019.56) (36,212.20) 3.64 2.81 DTD 01/31/2021 0.375% 01/31/2026 US TREASURY NOTES 9128286F2 500,000.00 CITIGRP 98.97 494,843.75 507.81 430.22 3.58 2.79 DTD 02/28/2019 2.500% 02/28/2026 US TREASURY N/B NOTES 91282CBWO 700,000.00 BNP_PAR 92.38 646,625.00 (52,035.16) (52,310.72) 3.86 2.82 DTD 04/30/2021 0.750% 04/30/2026 US TREASURY NOTES 912828R36 600,000.00 CITIGRP 95.56 573,375.00 (23,179.69) (23,373.35) 3.84 2.82 DTD 05/16/2016 1.625% 05/15/2026 US TREASURY NOTES 9128286X3 1,000,000.00 CITIGRP 97.41 974,062.50 (93,789.06) (81,968.77) 3.85 2.82 DTD 05/31/2019 2.125% 05/31/2026 US TREASURY N/B NOTES 91282CC38 600,000.00 WELLS_F 92.53 555,187.50 (30,281.25) (31,569.95) 4.00 2.82 DTD 06/30/2021 0.875% 06/30/2026 PFM Asset Management LLC Account 73340100 Page 14 Page 79 Pfm asset management Managed Account Fair Market Value & Analytics For the Month Ending May 31, 2022 CITY OF RANCHO CUCAMONGA, FIRE PROT DIST - - 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 US TREASURY NOTES 9128282A7 2,000,000.00 MERRILL 94.72 1,894,375.00 16,328.12 13,232.86 4.07 2.84 DTD 08/15/2016 1.500% 08/15/2026 US TREASURY N/B NOTES 91282CCZ2 1,500,000.00 NOMURA 92.03 1,380,468.75 996.09 (434.28) 4.25 2.84 DTD 09/30/2021 0.875% 09/30/2026 US TREASURY N/B NOTES 91282CDG3 310,000.00 MORGAN_ 92.94 288,106.25 (20,489.06) (20,650.87) 4.31 2.84 DTD 10/31/2021 1.125% 10/31/2026 US TREASURY N/B NOTES 91282CDG3 1,000,000.00 CITIGRP 92.94 929,375.00 (64,570.31) (65,223.33) 4.31 2.84 DTD 10/31/2021 1.125% 10/31/2026 US TREASURY NOTES 912828V98 500,000.00 MERRILL 97.38 486,875.00 58.59 (85.45) 4.46 2.85 DTD 02/15/2017 2.250% 02/15/2027 Security Type Sub -Total 46,160,000.00 44,483,819.75 (1,198,953.54) (1,090,688.19) 2.31 2.52 INTER-AMERICAN DEVEL BK NOTES 4581XODZ8 365,000.00 JPM_CHA 95.12 347,172.67 (17,557.23) (17,619.09) 2.30 2.69 DTD 09/23/2021 0.500% 09/23/2024 INTL BK RECON & DEVELOP NOTES 4590581S3 1,695,000.00 KEYBANC 08/10/22 92.45 1,566,942.75 (112,785.30) (116,077.51) 0.22 2.82 (CALLABLE) DTD 02/10/2021 0.650% 02/10/2026 Security Type Sub -Total 2,060,000.00 1,914,115.42 (130,342.53) (133,696.60) 0.60 2.80 HSBC USA INC CORPORATE NOTES 40428HTAO 330.000.00 HSBC 100.27 330,881.76 894.96 894.82 1.93 3.61 DTD 05/24/2022 3.750% 05/24/2024 AMERICAN EXPRESS CO CORP NOTES 025816CG2 275.000.00 MORGAN_ 06/30/24 98.78 271,643.35 (13.201.65) (11.232.65) 2.03 3.09 (CALLABLE DTD 07/30/2019 2.500% 07/30/2024 MORGAN STANLEY CORP NOTES 61747YE04 225.000.00 GOLDMAN 04/17/24 100.28 225,639.45 1,226.70 1,217.89 1.83 3.51 (CALLABLE) DTD 04/20/2022 3.620% 04/17/2025 BANK OF NY MELLON CORP (CALLABLE) 06406RBCO 250.000.00 MERRILL 03/25/25 100.18 250,450.25 62.75 68.69 2.78 3.28 CORP N DTD 04/26/2022 3.350% 04/25/2025 PFM Asset Management LLC Account 73340100 Page 15 Page 80 Pfm asset management Managed Account Fair Market Value & Analytics For the Month Ending May 31, 2022 CITY OF RANCHO CUCAMONGA, FIRE PROT DIST - - Security Type/Description Next Call Market Market Unreal G/L Unreal G/L Effective YTM Dated Date/Coupon/Maturity Corporate CUSIP Par Broker Date Price Value On Cost Amort Cost Duration at Mkt BANK OF AMERICA CORP NOTES 06051GKS7 250,000.00 SMBC 100.51 251,273.00 803.00 810.00 2.77 3.65 (CALLABLE) DTD 04/27/2022 3.841% 04/25/2025 CATERPILLAR FINL SERVICE CORPORATE 14913R2V8 190,000.00 MERRILL 100.77 191,456.16 1,697.46 1,693.28 2.83 3.13 NOTES DTD 05/13/2022 3.400% 05/13/2025 CATERPILLAR FINL SERVICE CORPORATE 14913R2V8 250,000.00 MITSU 100.77 251,916.00 1,416.00 1,423.32 2.83 3.13 NOTES DTD 05/13/2022 3.400% 05/13/2025 NATIONAL RURAL UTIL COOP CORPORATE 63743HFE7 75,000.00 RBC 99.92 74,940.15 (39.60) (40.10) 2.91 3.48 NOTES DTD 05/04/2022 3.450% 06/15/2025 MORGAN STANLEY CORPORATE NOTES 61746BDZ6 165,000.00 BNP_PAR 100.62 166,016.40 (19,017.90) (14,672.83) 3.40 3.69 DTD 01/27/2016 3.875% 01/27/2026 STATE STREET CORP (CALLABLE) 857477BR3 35,000.00 GOLDMAN 02/26/25 95.78 33,523.42 (1,476.58) (1,476.58) 3.09 2.96 CORPORATE N DTD 02/07/2022 1.746% 02/06/2026 STATE STREET CORP (CALLABLE) 857477BR3 300,000.00 GOLDMAN 02/26/25 95.78 287,343.60 114.60 (191.01) 3.09 2.96 CORPORATE N DTD 02/07/2022 1.746% 02/06/2026 GOLDMAN SACHS GROUP INC CORP NOTES 38143U8H7 165,000.00 JPM_CHA 11/25/25 100.13 165,220.61 (18,350.14) (14,168.05) 3.27 3.71 (CALL DTD 02/25/2016 3.750% 02/25/2026 GOLDMAN SACHS GROUP INC CORP NOTES 38143U8H7 175,000.00 MKTX 11/25/25 100.13 175,233.97 338.97 336.49 3.27 3.71 (CALL DTD 02/25/2016 3.750% 02/25/2026 CITIGROUP INC CORP NOTES (CALLABLE) 172967NL1 175,000.00 GOLDMAN 03/17/25 98.24 171,911.25 264.25 186.22 2.68 3.79 DTD 03/17/2022 3.290% 03/17/2026 ]P MORGAN CORP (CALLABLE) NOTES 46625HOW3 340,000.00 JSEB 01/01/26 98.96 336,475.56 (37,109.64) (29,712.90) 3.39 3.59 DTD 03/23/2016 3.300% 04/01/2026 BANK OF AMERICA CORP NOTES 06051GFX2 165,000.00 FIFTH_3 98.92 163,225.76 (19,676.74) (15,972.08) 3.65 3.80 DTD 04/19/2016 3.500% 04/19/2026 CITIGROUP CORP NOTES 172967KNO 170,000.00 JPM_CHA 98.10 166,772.55 (20,341.35) (16,823.49) 3.69 3.93 DTD 05/02/2016 3.400% 05/01/2026 PFM Asset Management LLC Account 73340100 Page 16 Page 81 Pfm asset management Managed Account Fair Market Value & Analytics CITY OF RANCHO CUCAMONGA, FIRE PROT DIST - - For the Month Ending May 31, 2022 Security Type/Description Next Call Market Market Unreal G/L Unreal G/L Effective YTM Dated Date/Coupon/Maturity Corporate CUSIP Par Broker Date Price Value On Cost Amort Cost Duration at Mkt AMAZON.COM INC CORPORATE NOTES 023135BX3 375,000.00 UBS 92.24 345,906.00 (29,450.25) (29,377.47) 3.88 3.10 DTD 05/12/2021 1.000% 05/12/2026 IBM CORP 459200JZ5 150,000.00 MORGAN_ 99.40 149,100.15 (16,111.35) (13,707.67) 3.74 3.46 DTD 05/15/2019 3.300% 05/15/2026 ASTRAZENECA FINANCE LLC (CALLABLE) 04636NAAl 150,000.00 MORGAN_ 04/28/26 91.96 137,939.10 (12,875.40) (12,745.41) 3.83 3.37 CORP DTD 05/28/2021 1.200% 05/28/2026 TOYOTA MOTOR CREDIT CORP 89236TJK2 110,000.00 JPM_CHA 91.38 100,519.54 (9,236.26) (9,272.91) 3.94 3.42 CORPORATE NOTES DTD 06/18/2021 1.125% 06/18/2026 TOYOTA MOTOR CREDIT CORP 89236TJK2 250,000.00 JSEB 91.38 228,453.50 148.50 (83.84) 3.94 3.42 CORPORATE NOTES DTD 06/18/2021 1.125% 06/18/2026 AMERICAN HONDA FINANCE CORPORATE 02665WDZ1 200,000.00 RBC 91.30 182,609.60 (14,464.40) (14,766.92) 4.15 3.51 NOTES DTD 09/09/2021 1.300% 09/09/2026 BANK OF NY MELLON CORP CORPORATE 06406RAV9 200,000.00 DEUTSCH 89.95 179,905.80 (15,422.20) (15,895.45) 4.28 3.55 NOTES DTD 07/27/2021 1.050% 10/15/2026 JOHN DEERE CAPITAL CORP CORPORATE 24422EWA3 200,000.00 JPM_CHA 93.13 186,251.80 (12,620.20) (12,706.16) 4.42 3.32 NOTES DTD 01/10/2022 1.700% 01/11/2027 TARGET CORP CORPORATE NOTES 87612EBM7 35,000.00 CITIGRP 94.33 33,014.42 (1,926.08) (1,930.27) 4.41 3.28 DTD 01/24/2022 1.950% 01/15/2027 TARGET CORP CORPORATE NOTES 87612EBM7 150,000.00 STIFEL 94.33 141,490.35 (3,550.65) (3,734.42) 4.41 3.28 DTD 01/24/2022 1.950% 01/15/2027 IBM CORP CORPORATE NOTES 459200KM2 125,000.00 DEUTSCH 94.62 118,275.50 (2,558.25) (2,710.47) 4.44 3.45 DTD 02/09/2022 2.200% 02/09/2027 HONEYWELL INTERNATIONAL (CALLABLE) 438516CE4 280,000.00 MORGAN_ 02/01/27 90.46 253,285.76 (11,297.44) (12,025.93) 4.54 3.28 CORP DTD 08/16/2021 1.100% 03/01/2027 TRUIST FINANCIAL CORP NOTES 89788MAD4 275,000.00 GOLDMAN 03/02/26 91.17 250,723.55 (4,608.45) (5,318.68) 3.66 3.29 (CALLABLE) DTD 03/02/2021 1.267% 03/02/2027 PFM Asset Management LLC Account 73340100 Page 17 Page 82 Pfm asset management Managed Account Fair Market Value & Analytics For the Month Ending May 31, 2022 CITY OF RANCHO CUCAMONGA, FIRE PROT DIST - - 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 CHARLES SCHWAB CORP NOTES 808513BYO 300,000.00 CSFB 02/03/27 95.19 285,573.30 843.30 558.44 4.41 3.56 (CALLABLE) DTD 03/03/2022 2.450% 03/03/2027 BERKSHIRE HATHAWAY CORP NOTES 084664CZ2 275,000.00 CITIGRP 02/15/27 96.58 265,587.30 (3,618.45) (3,826.19) 4.46 3.07 (CALLABLE) DTD 03/15/2022 2.300% 03/15/2027 NORTHERN TRUST CORP NOTE (CALLABLE) 665859AW4 400,000.00 DEUTSCH 04/10/27 102.49 409,948.80 4,464.80 4,513.82 4.46 3.45 DTD 05/10/2022 4.000% 05/10/2027 UNITEDHEALTH GROUP INC CORPORATE 91324PEG3 65,000.00 MERRILL 101.13 65,731.64 766.74 766.51 4.57 3.45 NOTES DTD 05/20/2022 3.700% 05/15/2027 Security Type Sub -Total 7,075,000.00 6,848,239.35 (253,910.95) (229,922.00) 3.50 3.41 ENERBANK USA 29278TOD5 245,000.00 NEW ACC 94.94 232,592.96 (12,407.04) (12,407.04) 2.14 2.88 DTD 07/24/2020 0.450% 07/24/2024 MEDALLION BANK UTAH 58404DHO7 245,000.00 NEW ACC 92.32 226,177.39 (18,822.61) (18,822.61) 3.14 3.10 DTD 07/30/2020 0.550% 07/30/2025 Security Type Sub -Total 490,000.00 458,770.35 (31,229.65) (31,229.65) 2.63 2.99 HAROT 2021-4 A3 43815GAC3 70.000.00 MERRILL 96.09 67,261.15 (2,724.09) (2,725.93) 1.70 1.99 DTD 11/24/2021 0.880% 01/21/2026 VALET 2021-1 A3 92868KAC7 105.000.00 WELLS_F 96.67 101,498.88 (3,497.00) (3,497.42) 1.81 1.87 DTD 12/13/2021 1.020% 06/22/2026 HART 2022-A A3 448977ADO 155.000.00 MERRILL 98.06 151,991.56 (3,002.47) (3,002.74) 2.09 2.69 DTD 03/16/2022 2.220% 10/15/2026 GMCAR 2022-1 A3 380146AC4 60.000.00 BNP_PAR 96.23 57,738.28 (2,256.51) (2,256.90) 1.95 2.15 DTD 01/19/2022 1.260% 11/16/2026 COMET 2021-A3 A3 14041NFY2 180.000.00 BARCLAY 95.23 171,406.42 (8,568.78) (8,571.28) 2.40 2.16 DTD 11/30/2021 1.040% 11/16/2026 Security Type Sub -Total 570,000.00 549,896.29 (20,048.85) (20,054.27) 2.07 2.23 PFM Asset Management LLC Account 73340100 Page 18 Page 83 pfrn asset management Managed Account Fair Market Value & Analytics CITY OF RANCHO CUCAMONGA, FIRE PROT DIST - - Security Type/Description Next Call Market Market Unreal G/L Dated Date/Coupon/Maturity CUSIP Par Broker Date Price Value On Cost For the Month Ending May 31, 2022 Unreal G/L Effective YTM Amort Cost Duration at Mkt Managed Account Sub -Total 56,355,000.00 54,254,841.16 (1,634,485.52) (1,505,590.71) 2.40 2.64 Securities Sub -Total Accrued Interest Total Investments $56,355,000.00 $54,254,841.16 ($1,634,485.52) ($1,505,590.71) 2.40 2.64% $106,134.52 $54,360,975.68 PFM Asset Management LLC Account 73340100 Page 19 Page 84 Pfm asset management Managed Account Security Transactions & Interest CITY OF RANCHO CUCAMONGA, FIRE PROT DIST - - Transaction Type Principal Accrued Trade Settle Securitv Description CUSIP Par Proceeds Interest 04/27/22 05/04/22 NATIONAL RURAL UTIL COOP CORPORATE NOTES DTD 05/04/2022 3.450% 06/15/2025 05/10/22 05/13/22 CATERPILLAR FINL SERVICE CORPORATE NOTES DTD 05/13/2022 3.400% 05/13/2025 05/12/22 05/13/22 US TREASURY NOTES DTD 06/30/2019 1.750% 06/30/2024 05/12/22 05/13/22 US TREASURY NOTES DTD 02/15/2017 2.250% 02/15/2027 05/12/22 05/13/22 US TREASURY N/B NOTES DTD 10/31/2021 0.375% 10/31/2023 05/12/22 05/13/22 US TREASURY N/B NOTES DTD 09/30/2021 0.875% 09/30/2026 05/12/22 05/13/22 US TREASURY NOTES DTD 10/31/2020 0.250% 10/31/2025 05/12/22 05/13/22 US TREASURY N/B NOTES DTD 02/15/2022 1.500% 02/15/2025 05/12/22 05/13/22 US TREASURY NOTES DTD 04/30/2020 0.375% 04/30/2025 05/12/22 05/13/22 US TREASURY NOTES DTD 04/30/2018 2.750% 04/30/2023 05/12/22 05/13/22 US TREASURY NOTES DTD 02/28/2019 2.500% 02/28/2026 05/12/22 05/16/22 TOYOTA MOTOR CREDIT CORP CORPORATE NOTES DTD 06/18/2021 1.125% 06/18/2026 05/12/22 05/16/22 BANK OF NY MELLON CORP (CALLABLE) CORP N DTD 04/26/2022 3.350% 04/25/2025 05/12/22 05/16/22 CATERPILLAR FINL SERVICE CORPORATE NOTES DTD 05/13/2022 3.400% 05/13/2025 For the Month Ending May 31, 2022 Realized GIL Realized GIL Sale Total Cost Amort Cost Method 63743HFE7 75,000.00 (74,979.75) 0.00 (74,979.75) 14913R2V8 190,000.00 (189,758.70) 0.00 (189,758.70) 9128286Z8 1,000,000.00 (981,914.06) (6,429.56) (988,343.62) 912828V98 500,000.00 (486,816.41) (2,703.73) (489,520.14) 91282CDDO 1,000,000.00 (971,093.75) (132.47) (971,226.22) 91282CCZ2 1,500,000.00 (1,379,472.66) (1,542.01) (1,381,014.67) 91282CAT8 1,000,000.00 (916,132.81) (88.32) (916,221.13) 91282CDZ1 1,000,000.00 (966,679.69) (3,604.97) (970,284.66) 912828ZL7 1,000,000.00 (932,304.69) (132.47) (932,437.16) 9128284L1 1,000,000.00 (1,006,523.44) (971.47) (1,007,494.91) 9128286F2 500,000.00 (494,335.94) (2,513.59) (496,849.53) 89236TJK2 250,000.00 (228,305.00) (1,156.25) (229,461.25) 06406RBCO 250,000.00 (250,387.50) (465.28) (250,852.78) 14913R2V8 250,000.00 (250,500.00) (70.83) (250,570.83) PFM Asset Management LLC Account 73340100 Page 20 Page 85 Pfm asset management Managed Account Security Transactions & Interest For the Month Ending May 31, 2022 CITY OF RANCHO CUCAMONGA, FIRE PROT DIST Transaction Type Principal Accrued Realized GIL Realized GIL Sale Trade Settle Securitv Description CUSIP Par Proceeds Interest Total Cost Amort Cost Method 05/12/22 05/16/22 NORTHERN TRUST CORP NOTE 665859AW4 400,000.00 (405,484.00) (266.67) (405,750.67) (CALLABLE) DTD 05/10/2022 4.000% 05/10/2027 05/12/22 05/16/22 BANK OF AMERICA CORP NOTES 06051GKS7 250,000.00 (250,470.00) (506.80) (250,976.80) (CALLABLE) DTD 04/27/2022 3.841% 04/25/2025 05/12/22 05/16/22 MORGAN STANLEY CORP NOTES 61747YE04 225,000.00 (224,412.75) (588.25) (225,001.00) (CALLABLE) DTD 04/20/2022 3.620% 04/17/2025 05/17/22 05/20/22 UNITEDHEALTH GROUP INC 91324PEG3 65,000.00 (64,964.90) 0.00 (64,964.90) CORPORATE NOTES DTD 05/20/2022 3.700% 05/15/2027 05/17/22 05/24/22 HSBC USA INC CORPORATE NOTES 40428HTAO 330,000.00 (329,986.80) 0.00 (329,986.80) DTD 05/24/2022 3.750% 05/24/2024 Transaction Type Sub -Total 10,785,000.00 (10,404,522.85) (21,172.67) (10,425,695.52) 05/01/22 05/01/22 CITIGROUP CORP NOTES 172967KNO 170,000.00 0.00 2,890.00 2,890.00 DTD 05/02/2016 3.400% 05/01/2026 05/02/22 05/02/22 MONEY MARKET FUND MONEY0002 0.00 0.00 5.06 5.06 05/12/22 05/12/22 AMAZON.COM INC CORPORATE NOTES 023135BX3 375,000.00 0.00 1,875.00 1,875.00 DTD 05/12/2021 1.000% 05/12/2026 05/15/22 05/15/22 COMET 2021-A3 A3 14041NFY2 180,000.00 0.00 156.00 156.00 DTD 11/30/2021 1.040% 11/16/2026 05/15/22 05/15/22 US TREASURY NOTES 912828R36 600,000.00 0.00 4,875.00 4,875.00 DTD 05/16/2016 1.625% 05/15/2026 05/15/22 05/15/22 HART 2022-A A3 448977ADO 155,000.00 0.00 286.75 286.75 DTD 03/16/2022 2.220% 10/15/2026 05/15/22 05/15/22 US TREASURY N/B NOTES 91282CCC3 1,975,000.00 0.00 2,468.75 2,468.75 DTD 05/15/2021 0.250% 05/15/2024 05/15/22 05/15/22 IBM CORP 4592001Z5 150,000.00 0.00 2,475.00 2,475.00 DTD 05/15/2019 3.300% 05/15/2026 05/16/22 05/16/22 GMCAR 2022-1 A3 380146AC4 60,000.00 0.00 63.00 63.00 DTD 01/19/2022 1.260% 11/16/2026 PFM Asset Management LLC Account 73340100 Page 21 Page 86 Pfm asset management Managed Account Security Transactions & Interest CITY OF RANCHO CUCAMONGA, FIRE PROT DIST - - Transaction Type Principal Accrued Trade Settle Securitv Description CUSIP Par Proceeds Interest 05/20/22 05/20/22 VALET 2021-1 A3 DTD 12/13/2021 1.020% 06/22/2026 05/21/22 05/21/22 HAROT 2021-4 A3 DTD 11/24/2021 0.880% 01/21/2026 05/24/22 05/24/22 ENERBANK USA DTD 07/24/2020 0.450% 07/24/2024 05/28/22 05/28/22 ASTRAZENECA FINANCE LLC (CALLABLE) CORP DTD 05/28/2021 1.200% 05/28/2026 05/30/22 05/30/22 MEDALLION BANK UTAH DTD 07/30/2020 0.550% 07/30/2025 05/31/22 05/31/22 US TREASURY NOTES DTD 05/31/2020 0.250% 05/31/2025 05/31/22 05/31/22 US TREASURY NOTES DTD 11/30/2020 0.125% 11/30/2022 05/31/22 05/31/22 US TREASURY NOTES DTD 05/31/2016 1.625% 05/31/2023 05/31/22 05/31/22 US TREASURY NOTES DTD 05/31/2018 2.750% 05/31/2023 05/31/22 05/31/22 US TREASURY NOTES DTD 05/31/2019 2.125% 05/31/2026 05/31/22 05/31/22 US TREASURY NOTES DTD 11/30/2018 2.875% 11/30/2023 05/31/22 05/31/22 US TREASURY NOTES DTD 11/30/2019 1.500% 11/30/2024 Transaction Type Sub -Total For the Month Ending May 31, 2022 Realized GIL Realized GIL Sale Total Cost Amort Cost Method 92868KAC7 105,000.00 0.00 89.25 89.25 43815GAC3 70,000.00 0.00 51.33 51.33 29278TOD5 245,000.00 0.00 90.62 90.62 04636NAA1 150,000.00 0.00 900.00 900.00 58404DHO7 245,000.00 0.00 110.75 110.75 912828ZTO 1,425,000.00 0.00 1,781.25 1,781.25 91282CAX9 840,000.00 0.00 525.00 525.00 912828R69 1,500,000.00 0.00 12,187.50 12,187.50 9128284S6 2,295,000.00 0.00 31,556.25 31,556.25 9128286X3 1,000,000.00 0.00 10,625.00 10,625.00 9128285P1 2,260,000.00 0.00 32,487.50 32,487.50 912828YV6 2,000,000.00 0.00 15,000.00 15,000.00 15,800,000.00 0.00 120,499.01 120,499.01 04/27/22 05/04/22 US TREASURY NOTES 912828YE4 85,000.00 82,323.83 187.67 82,511.50 385.16 342.54 FIFO DTD 08/31/2019 1.250% 08/31/2024 05/10/22 05/13/22 US TREASURY NOTES 912828ZTO 115,000.00 106,348.05 129.53 106,477.58 (7,191.99) (7,542.54) FIFO DTD 05/31/2020 0.250% 05/31/2025 05/17/22 05/20/22 US TREASURY N/B NOTES 91282CDG3 65,000.00 60,020.90 39.74 60,060.64 (4,684.57) (4,716.56) FIFO DTD 10/31/2021 1.125% 10/31/2026 PFM Asset Management LLC Account 73340100 Page 22 Page 87 Pfm asset management Managed Account Security Transactions & Interest For the Month Ending May 31, 2022 CITY OF RANCHO CUCAMONGA, FIRE PROT DIST Transaction Type Principal Accrued Realized GIL Realized GIL Sale Trade Settle Security Description CUSIP Par Proceeds Interest Total Cost Amort Cost Method 05/17/22 05/20/22 US TREASURY NOTES 9128286Z8 330,000.00 323,309.77 2,233.43 325,543.20 (721.87) (775.50) FIFO DTD 06/30/2019 1.750% 06/30/2024 Transaction Type Sub -Total 595,000.00 572,002.55 2,590.37 574,592.92 (12,213.27) (12,692.06) Managed Account Sub -Total (9,832,520.30) 101,916.71 (9,730,603.59) (12,213.27) (12,692.06) Total Security Transactions PFM Asset Management LLC ($9,832,520.30) $101,916.71 ($9,730,603.59) ($12,213.27) ($12,692.06) Account 73340100 Page 23 Page 88 DATE: June 15, 2022 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: Linda A. Troyan, MMC, City Clerk Services Director SUBJECT: Consideration to Cancel the Regular Meetings of the Fire Protection District, Housing Successor Agency, Successor Agency, Public Finance Authority and City Council on July 6, 2022. (CITY) RECOMMENDATION: Staff recommends the City Council cancel the July 6, 2022, Regular Meetings of the Fire Protection District, Housing Successor Agency, Successor Agency, Public Finance Authority and City Council. BACKGROUND: The City Council sits as the Fire Board, Housing Successor Agency, Successor Agency, and Public Finance Authority. Regular Meetings of the City Council are held on the first and third Wednesday of the month. ANALYSIS: Due to the July 4th holiday, staff recommends canceling the Regular Meetings set for Wednesday, July 6, 2022. The City Clerk's Office will provide the appropriate legal notification of the change. FISCAL IMPACT: Not Applicable. COUNCIL MISSION / VISION / VALUES ADDRESSED: This item addresses multiple City Council values including: Building and preserving a family - oriented atmosphere as well as working together cooperatively and respectfully with each other, staff, and all stakeholders by providing time for all the City's communities to celebrate an important national holiday with their families. ATTACHMENTS: No attachments. Page 89 DATE: June 15, 2022 TO: Mayor and Members of the City Council President and Members of the Boards of Directors FROM: John R. Gillison, City Manager INITIATED BY: Linda A. Troyan, MMC, City Clerk Services Director SUBJECT: AB 361 Findings for Special Brown Act Requirements for Teleconference. (CITY/FIRE) RECOMMENDATION: Staff recommends that the City Council/Board of Directors of the Fire Protection District make the following findings in order for the City's legislative bodies to continue meeting virtually: (1) the City Council has reconsidered the circumstances of the COVID-19 state of emergency; and (2) the COVID-19 state of emergency continues to directly impact of the ability of the members of the City's legislative bodies to meet safely in person. BACKGROUND: On March 4, 2020, Governor Newsom proclaimed a state of emergency to exist in California due to the spread of COVID-19. This proclamation is still in effect. The Governor subsequently issued numerous executive orders suspending or modifying state laws to facilitate the response to the emergency. Among other things, these executive orders superseded certain Brown Act requirements and established special rules to give local public agencies greater flexibility to conduct teleconference meetings. The special rules included provisions allowing local public agencies to conduct teleconference meetings without having to provide a physical location from which the public may attend or comment; without having to use teleconference locations that are publicly accessible; and without having to identify teleconference locations on the agenda. Those special rules expired on September 30, 2021. On September 16, 2021, in anticipation of then -imminent expiration of his special rules for teleconference meetings, Governor Newsom signed AB 361. In key part, this bill amends the Brown Act to establish special requirements for teleconference meetings if a legislative body of a local public agency makes two findings pursuant to Government Code Section 54953(e)(3). Like the special rules in the Governor's executive orders, the special Brown Act requirements in AB 361 include provisions allowing public agencies to conduct teleconference meetings without having to use teleconference locations that are publicly accessible; and without having to identify teleconference locations on the agenda. The AB 361 special Brown Act requirements are scheduled be repealed on January 1, 2024. In order for a local public agency to be subject to the AB 361 special Brown Act requirements for teleconference meetings, a legislative body of a local public agency first must make a finding that it has "reconsidered" the circumstances of a declared state of emergency. Second, there must be a finding that such emergency continues to directly impact the ability of legislative body Page 90 members to meet safely in person. Alternatively, for the second finding, there must be a finding that state or local officials continue to impose or recommend social distancing measures. These findings must be made within 30 days after the first teleconference under AB 361 and on a monthly basis thereafter. ANALYSIS: Due to the continuing, rapid spread of the Omicron and Delta variants of COVID-19, staff is recommending that the City Council make the necessary findings in order to continue holding teleconference meetings. The findings were first made at the January 5, 2022 City Council meeting. Federal and state officials continue to recommend social distancing measures, including limiting in -door gatherings, in order to limit the spread of the highly transmissible Omicron variant of COVID-19. It is expected that virtual meetings will only be conducted pursuant to AB 361 where a City Council Member or other member of a commission/committee is unable to meet in person due to exposure to COVID-19. Under AB 361, the public must also be given an opportunity to participate in a virtual meeting via a teleconference option, and the amended agenda provides call -in information. However, the public will continue to be permitted to attend the meeting in person. It is unclear if future meetings will require teleconferencing. FISCAL IMPACT: There is no fiscal impact caused by this item. The City already has the necessary equipment to hold a teleconferenced meeting. COUNCIL MISSION / VISION / GOAL(S) ADDRESSED: This item will allow Council Members and other commissions/committees and the public to safely participate in public meetings meeting, if necessary. ATTACHMENTS: None. Page 2 Page 91 DATE: June 15, 2022 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: Mike McCliman, Fire Chief Joseph Ramos, Emergency Management Coordinator SUBJECT: Consideration to Terminate the Existing Local Emergency Due to the Novel Coronavirus (COVID-19) Pandemic. (CITY) RECOMMENDATION: Staff recommends that the City Council terminate the need for the existing local emergency due to the novel coronavirus (COVID-19) pandemic. BACKGROUND: On January 31, 2020, the Department of Health and Human Services declared the COVID-19 outbreak a public health emergency for the United States. The State of California followed this public emergency, and the Governor declared a state of emergency on March 4, 2020, and the President declared a national emergency on March 13, 2020. Subsequently, the San Bernardino County Department of Public Health declared a public health emergency on March 10, 2020. On March 18, 2020, pursuant to the California Emergency Services Act (Government Code Section 8550 et. seq.) the City Council of the City of Rancho Cucamonga proclaimed a local emergency by the way of Resolution 2020-14. On May 6, July 15, September 16, and November 18 of 2020, and March 17, May 5, July 7, September 1, and November 3 of 2021 and February 16 and April 20 of 2022, the City Council of the City of Rancho Cucamonga reviewed the need to continue existence of the local emergency and agreed to extend for an additional 60 days. ANALYSIS: Government Code Section 8630 requires the City Council to review the need for continuing the local emergency every 60 days until the governing body terminates the emergency. On March 1, 2022 the San Bernardino County Board of Supervisors terminated the emergency proclamation originally proclaimed on March 10, 2020 due to the emergency condition no longer existing. However, simultaneously on March 1, 2022 the San Bernardino County Board of Supervisors proclaimed a local emergency within San Bernardino County resulting from the impact of the novel coronavirus pandemic to the Emergency Medical Services system. Currently, the County of San Bernardino, the State of California and the Federal Department of Health and Human Services still have active public health emergencies declared. Page 92 Since the last review, City staff has regularly updated City Council on public health, economic and social issues arising out of the COVID-19 pandemic. Although the COVID-19 pandemic continues to affect the region and the City, support will continue to be provided through County and State for resources to combat the pandemic at the local level. The current concerns regarding the pandemic for public health, economics and social issues have decreased consistently during this calendar year. Due to these factors staff recommends terminating the local emergency in place. FISCAL IMPACT: The budgetary impact is unknown. Emergency operations, response and recovery efforts continue to consume a significant amount of staff time. Various revenue sources, including sales tax and transient occupancy tax (TOT) along with multiple City fees, have been significantly reduced. The City will have to expend funds in the General Fund, and potentially reserves, to combat COVID-19 and continue operations during this crisis. However, maintaining the local emergency does not, in and of itself, result in a fiscal impact of the City. The emergency declaration did allow the City to seek reimbursements for certain emergency protective measures incurred in responding to the pandemic through FEMA. COUNCIL MISSION / VISION / GOAL(S) ADDRESSED: By terminating the need for the local emergency and continuing to support efforts to combat the COVID-19 pandemic, we are ensuring our community continues its efforts to be sustainable and maintain a safe, healthy, and high quality of life for all residents. ATTACHMENTS: None Page 2 Page 93 DATE: June 15, 2022 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: Linda A. Troyan, MMC, City Clerk Services Director Patricia Bravo -Valdez, MMC, Deputy City Clerk Services Director SUBJECT: Consideration to Proceed with the Biennial Review of the Conflict of Interest Code for the City Council and Fire Protection District and Authorize the Filing of the 2022 Local Agency Biennial Notice. (CITY/FIRE) RECOMMENDATION: Staff recommends that the City Council/Fire Board direct staff to proceed with the biennial review of its Conflict of Interest Code and authorize the filing of a Local Agency Biennial Notice by October 3, 2022. BACKGROUND: The Political Reform Act requires every local government agency to review its Coflict of Interest Code every two years to determine if its accurate, or alternatively, to determine if the code must be amended. A Conflict of Interest Code tells public officials, governmental employees, and consultants what financial interests they must disclose on their Statement of Economic Interest (Form 700). By October 3, 2022, a biennial notice must be filed with the agency's code reviewing body. The City Council is the Code reviewing body for the Fire District. ANALYSIS: This biennial review ensures that the Code includes disclosure by those officials who make or participate in making governmental decisions. The disclosure assigned to those positions accurately requires that all investments, business positions, interests in real property, and sources of income that may foreseeably be affected materially by the decisions made by those holding designated positions are reported. Amendments must be submitted to the City Council for approval within 90 days of the biennial review. FISCAL IMPACT: Not applicable. COUNCIL MISSION / VISION / GOAL(S) ADDRESSED: This item helps advance and ensure adherence to state reporting requirements by City officials therefore promoting public trust and ethical behavior. ATTACHMENTS: None. Page 94 DATE: June 15, 2022 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 Fred Lyn, Deputy Director of Engineering Services - Utilities SUBJECT: Consideration of Rancho Cucamonga Municipal Utility's Wildfire Mitigation Plan 2022 Update. (CITY) RECOMMENDATION: Staff recommends that the City Council approve Rancho Cucamonga Municipal Utility's (RCMU's) Wildfire Mitigation Plan — 2022 Update. BACKGROUND: On September 21, 2018, then Governor Jerry Brown signed Senate Bill ("SB") 901 requiring that publicly owned utilities ("POUs") prepare and present a Wildfire Mitigation Plan (WMP) to its Governing Board by January 1, 2020. On July 12, 2019, Governor Gavin Newsom signed Assembly Bill ("AB") 1054 and AB 111 into law, requiring POUs including the Rancho Cucamonga Municipal Utility (RCMU) to submit their WMP to a newly formed California Wildfire Safety Advisory Board ("WSAB"). The WSAB will review the POU's WMP and produce advisory opinions on their content and sufficiency, as well as provide recommendations on mitigating wildfire risk. As specified in Public Utilities Code § 8387(b)(1), each POU is required to update its WMP annually by July 1 and approved by its Governing Board. Additionally, each POU must perform a comprehensive revision to its WMP at least once every three years, which will occur in 2023. On December 18. 2019, the Rancho Cucamonga City Council approved RCMU's 2020 WMP and the approved WMP was filed and submitted to the WSAB on March 18, 2020. The City Council also approved RCMU's 2021 WMP update on June 2, 2021 and the approved WMP was filed and submitted to the WSAB on June 17, 2021. ANALYSIS: The WSAB provided RCMU and the other POUs its Guidance Advisory Opinion on February 23, 2022 and identified 10 specific recommendations that POUs were requested to address in their 2022 WMP updates. The attached 2022 WMP update addressed some very minor updates to 2021 metrics and restates each of the WSAB recommendations in Section IX of the document where RCMU provides a narrative response to the WSAB's recommendations. FISCAL IMPACT: There is no fiscal impact in the approval of the RCMU Wildfire Mitigation Plan 2022 update. Page 95 COUNCIL MISSION / VISION / GOAL(S) ADDRESSED: This item supports the City Council's Core Values by promoting and enhancing a safe and healthy community for all by developing and updating a comprehensive Wildfire Mitigation Plan for its Municipal Utility to meet the community's needs. ATTACHMENTS: Attachment 1 - Wildfire Mitigation Plan - 2022 Update Page 2 Page 96 RCMU RANCHO Rancho Cucamonga CUCAMONGA Municipal Utility P Y CITY OF RANCHO CUCAMONGA MUNICIPAL UTILITY'S WILDFIRE MITIGATION PLAN Risk Category: Low VERSION 1.2 - 2022 UPDATE (FINAL) Attachment 1 Page 97 TABLE OF CONTENTS I. Overview.............................................................................................................................................. 1 A. Policy Statement............................................................................................................................. 1 B. Purpose of the Wildfire Mitigation Plan........................................................................................ 1 C. Organization of the Wildfire Mitigation Plan................................................................................ 1 D. Utility Facts and Information.......................................................................................................... 2 E. Cross Reference to Statutory Requirements................................................................................3 II. Objectives of the Wildfire Mitigation Plan........................................................................................6 III. Roles and Responsibilities...............................................................................................................6 A. Utility Governance Structure.........................................................................................................6 B. Wildfire Prevention.......................................................................................................................... 6 C. Wildfire Response and Recovery ..................................................................................................7 D. Standardized Emergency Management System.......................................................................8 IV. Wildfire Risks and Drivers associated with design, construction, operation, and maintenance..............................................................................................................................................9 A. Particular Risks and Risk Drivers Associated With Topographic and Climatological Risk Factors...................................................................................................................................................... 9 B. Enterprisewide Safety Risks...........................................................................................................10 V. Wildfire Preventative Strategies....................................................................................................... l 1 A. High Fire Threat District................................................................................................................. 11 B. Design and Construction Standards..........................................................................................12 C. Vegetation Management........................................................................................................... 14 D. Inspections..................................................................................................................................... 14 E. Reclosing Policy............................................................................................................................ 14 F. Deenergization..............................................................................................................................14 VI. Restoration of Service................................................................................................................... 15 VII. Evaluating of the Plan..................................................................................................................16 A. Metrics and Assumptions for Measuring Plan Performance.................................................... 16 Metric1: Fire Ignitions........................................................................................................................ 16 Metric2: Wires Down......................................................................................................................... 16 B. Impact of Metrics on Plan............................................................................................................ 16 C. Monitoring and Auditing the Plan...............................................................................................17 D. Identifying and correcting deficiencies in the Plan.................................................................17 Page 98 E. Monitoring the effectiveness of inspections..............................................................................17 VIII. Independent Auditor.................................................................................................................... 17 IX. WSAB Guidance Advisory Opinion Recommendations.......................................................... 17 Page 99 A. POLICY STATEMENT The City of Rancho Cucamonga Municipal Utility's (RCMU's) overarching goal is to provide safe, reliable, clean and economic electric service to its local community. In order to meet this goal, RCMU constructs, maintains, and operates its underground electrical lines and equipment in a manner that minimizes the risk of catastrophic wildfire posed by its electrical lines and equipment. B. PURPOSE OF THE WILDFIRE MITIGATION PLAN RCMU's entire electric supply system is located underground in conduit and vaults. Historically, undergrounded electric lines have not been associated with catastrophic wildfires. The undergrounding of electric lines serves as an effective mitigation measure to reduce the potential of power -line ignited wildfires. Based on a review of local conditions and historical fires, RCMU has determined that its electrical lines and equipment do not pose a significant risk of catastrophic wildfire. Despite this low risk, RCMU has taken appropriate actions to help its region prevent and respond to the increasing risk of devastating wildfires. In its role as a public agency, the Rancho Cucamonga Fire Protection District (Fire District) closely coordinates with other local safety and emergency officials to help protect against fires and respond to emergencies. In its role as a utility, RCMU follows all applicable design, construction, operation, and maintenance requirements that reduce safety risks associated with its electric system. This Wildfire Mitigation Plan describes the safety -related measures that RCMU follows to reduce its risk of causing wildfires. C. ORGANIZATION OF THE WILDFIRE MITIGATION PLAN This Wildfire Mitigation Plan included the following elements: • Objectives of the plan • Roles and responsibilities for carrying out the plan • Identification of key wildfire risks and risk drivers • Description of wildfire prevention, mitigation, and response strategies and programs • Metrics for evaluating the performance of the plan and identifying areas for improvement • Review and validation of the plan • Timelines RCMU Wildfire Mitigation Plan Version 1.2 June 15, 2022 Page 101 D. UTILITY FACTS AND INFORMATION Utility Name ity of • Cucamonga 4 square miles Service Territory Size Owned Assets 31 circuit miles of Underground Electric Distribution 42 miles of Underground Fiber Optics Number of Customers 2,500 electric customer accounts Served Population Within Service 6,000 people (est.) Territory Number of Accounts Share of Total Load (MWh) 59% Residential 6% Residential Customer Class Makeup 40% Small/Medium Business 59% Small/Medium Business 1% Commercial/Industrial 35% Commercial/Industrial Service Territory 99% Urban Location/Topography' 1% Shrub Service Territory 0% Wildland Urban Interface Wildland Urban Interface' 0% Wildland Urban Intermix (based on total area) Percent of Service X Includes maps Territory in CPUC High Fire Tier 2: 0% Threat Districts (based on Tier 3: 0% total area) Prevailing Wind Directions The Santa Ana winds typically peaks in October and concludes in the Spring. & Speeds by Season Wind speed varies, but the wind directions are typically aligned in a northeast to southwest direction. Overhead Dist.: 0 miles Overhead Trans.: 0 miles Miles of Owned Lines Underground Dist.: 31 miles Underground and/or Underground Trans.: 0 miles Overhead Explanatory Note 1 - Methodology for measuring miles is based on RCMU's final as -built distribution circuit maps. Overhead Distribution Lines as % of Total Distribution System Percent of Owned Lines in (Inside and Outside Service Territory) CPUC High Fire Threat Districts Tier 2: 0% Tier 3: 0% 1 This data shall be based on the California Department of Forestry and Fire Protection, California Multi -Source Vegetation Layer Map, depicting WHR13 Types (Wildlife Habitat Relationship classes grouped into 13 major land cover types) available at: https://www.arcgis.com/home/item.html?id=b7ec5d68d8ll4blfb2bfbf4665989eb3. z This data shall be based on the definitions and maps maintained by the United States Department of Agriculture, as most recently assembled in The 2010 Wildland-Urban Interface of the Conterminous United States, available at https://www.fs.fed.us/nrs/pubs/rmap/rmap nrs8.pdf. RCMU Wildfire Mitigation Plan Version 1.2 June 15, 2022 Page 10� Explanatory Note 1- RCMU does not own any overhead lines inside or outside its service territory. Customers have ever lost ❑ Yes X No service due to an IOU PSPS event? Customers have ever been ❑ Yes X No notified of a potential loss of service to due to a forecasted IOU PSPS event? Has developed protocols ❑ Yes X No to pre-emptively shut off electricity in response to elevated wildfire risks? ❑ Yes XNo Has previously pre- If yes, then provide the following data for calendar year 2021: emptively shut off electricity in response to Number of shut-off events: 0 elevated wildfire risk? Customer Accounts that lost service for>10 minutes: 0 For prior response, average duration before service restored: N/A E. CROSS REFERENCE TO STATUTORY REQUIREMENTS Table 1: Cross References to Statutory Requirements Requirement .. Location in Persons PUC § 8387(b)(2)(A): An accounting of the responsibilities Section III.A Responsible of persons responsible for executing the plan. Objectives of PUC § 8387(b)(2)(B): The objectives of the wildfire Section II the Plan mitigation plan. PUC § 8387(b)(2)(C): A description of the preventive strategies and programs to be adopted by the local Preventive publicly owned electric utility or electrical cooperative to Section 111.13 Strategies minimize the risk of its electrical lines and equipment causing catastrophic wildfires, including consideration of dynamic climate change risks. PUC § 8387(b)(2)(D): A description of the metrics the local Evaluation publicly owned electric utility or electrical cooperative Section VII Metrics plans to use to evaluate the wildfire mitigation plan s performance and the assumptions that underlie the use of those metrics. PUC § 8387(b)(2)(E): A discussion of how the application of Impact of previously identified metrics to previous wildfire mitigation Section VII Metrics plan performances has informed the wildfire mitigation Ian. Deenergization PUC § 8387(b)(2)(F): Protocols for disabling reclosers and Section V.F Protocols deenergizing portions of the electrical distribution system RCMU Wildfire Mitigation Plan Version 1.2 June 15, 2022 Page 14 that consider the associated impacts on public safety, as well as protocols related to mitigating the public safety impacts of those protocols, including impacts on critical first responders and on health and communication infrastructure. PUC § 8387(b)(2)(G): Appropriate and feasible procedures Customer for notifying a customer who may be impacted by the Notification deenergizing of electrical lines. The procedures shall Section VI Procedures consider the need to notify, as a priority, critical first Section IX.B responders, health care facilities, and operators of telecommunications infrastructure. Vegetation PUC § 8387(b)(2)(H): Plans for vegetation management. Section V.0 Management PUC § 8387(b)(2)(1): Plans for inspections of the local Section V.D Inspections publicly owned electric utility's or electrical cooperative's electrical infrastructure. PUC § 8387(b)(2)(J): A list that identifies, describes, and prioritizes all wildfire risks, and drivers for those risks, throughout the local publicly owned electric utility's or electrical cooperative's service territory. The list shall include, but not be limited to, both of the following: (i) Risks and risk drivers associated with design, Prioritization of construction, operation, and maintenance of the local Section IV.A Wildfire Risks publicly owned electric utility's or electrical cooperative's equipment and facilities. (ii) Particular risks and risk drivers associated with topographic and climatological risk factors throughout the different parts of the local publicly owned electric utility's or electrical cooperative's service territory. PUC § 8387(b)(2)(K): Identification of any geographic area in the local publicly owned electric utility's or electrical CPUC Fire cooperative's service territory that is a higher wildfire threat Section V.A Threat Map than is identified in a commission fire threat map, and Adjustments identification of where the commission should expand a high fire threat district based on new information or changes to the environment. Enterprise wide PUC § 8387(b)(2)(L): A methodology for identifying and Section IV.B Risks presenting enterprise wide safety risk and wildfire -related risk. Restoration of PUC § 8387(b)(2)(M): A statement of how the local publicly Section VI Service owned electric utility or electrical cooperative will restore service after a wildfire. Monitor and PUC § 8387(b)(2)(N): A description of the processes and Section VII.0 Audit procedures the local publicly owned electric utility or electrical cooperative shall use to do all of the following RCMU Wildfire Mitigation Plan Version 1.2 June 15, 2022 Page A (i) Monitor and audit the implementation of the wildfire mitigation plan. (ii) Identify any deficiencies in the wildfire mitigation plan or in its implementation and correct those deficiencies. (iii) Monitor and audit the effectiveness of electrical line and equipment inspections, including inspections performed by contractors, that are carried out under the plan, other applicable statutes, or commission rules. PUC § 8387(c): The local publicly owned electric utility or electrical cooperative shall contract with a qualified independent evaluator with experience in assessing the safe operation of electrical infrastructure to review and Qualified assess the comprehensiveness of its wildfire mitigation plan. Independent The independent evaluator shall issue a report that shall be Section VIII Evaluator made available on the Internet Web site of the local publicly owned electric utility or electrical cooperative, and shall present the report at a public meeting of the local publicly owned electric utility's or electrical cooperative's governing board. RCMU Wildfire Mitigation Plan Version 1.2 June 15, 2022 Page 10& The primary goal of this Wildfire Mitigation Plan is to describe RCMU's existing programs, practices, and measures that effectively reduce the probability that RCMU's electric supply system could be the origin or contributing source for the ignition of a wildfire. To support this goal, RCMU regularly evaluates the prudent and cost-effective improvements to its physical assets, operations, and training that can help reduce the risk of equipment -related fires. The secondary goal of this Wildfire Mitigation Plan is to improve the resiliency of the electric grid. As part of the development of this plan, RCMU assesses new industry practices and technologies that will reduce the likelihood of an interruption (frequency) in service and improve the restoration (duration) of service. A. UTILITY GOVERNANCE STRUCTURE City Manager B. WILDFIRE PREVENTION RCMU's staff and contractor's roles and responsibilities for (1) electric facility design, maintenance, and inspection; and (2) vegetation management. • Operate system in a manner that will minimize potential wildfire risks. • Take all reasonable and practicable actions to minimize the risk of a catastrophic wildfire caused by RCMU's electric facilities. RCMU Wildfire Mitigation Plan Version 1.2 June 15, 2022 Page 104 • Coordinate with federal, state, and local fire management personnel as necessary or appropriate to implement RCMU's Wildfire Mitigation Plan. • Immediately report fires, pursuant to existing RCMU practices and the requirements of this Wildfire Mitigation Plan. • Take corrective action when the staff witnesses or is notified that fire protection measures have not been properly installed or maintained. Comply with relevant federal, state, and industry standard requirements, including the industry standards established by the California Public Utilities Commission. C. WILDFIRE RESPONSE AND RECOVERY For the City and the Fire District, relevant lines of communication during emergencies include landline, cell phone, text messaging and radio. During emergency scenes: same as above, plus radio communication via the 800 and VHF radios. In addition, during emergencies we can activate our Auxiliary Communications Service (ham radio) team to assist with first responders and the EOC during a wildfire incident Regarding the utility's staff roles regarding fire prevention, response and investigation, other than providing an agency representative during an emergency involving RCMU facilities there are no other roles needed since RCMU's service area is outside of the wildfire threat area. RCMU's relationship with its investor -owned utility, Southern California Edison Company (SCE) during its Public Safety Power Shutoff (PSPS) events is only at the Transmission and Sub -Transmission levels. It is important to note that SCE provides electricity to almost 85% of the City. For those residents, the City receives advanced email notifications that SCE will be exploring a possible PSPS event or has begun PSPS events at the Distribution circuit level. Any SCE PSPS outages occurring at the Distribution level will still affect a large majority of City residents and businesses served by SCE, but not RCMU powered customers or businesses. RCMU's customers will only be impacted by the PSPS events ordered by SCE, if the SCE Transmission and Sub -Transmission level lines are ordered to be de -energized. To date, SCE has informed RCMU that it does not intend to de - energize any of its Transmission and Sub -Transmission circuits, therefore, RCMU has not implemented a mitigation strategy for SCE's PSPS, nor have we deenergized our own lines when a wildfire threat is looming. RCMU also does not have a distribution level generator allowing the utility to withstand a SCE Transmission and Sub -Transmission PSPS event should that ever occur. RCMU relies on the City's Communication Team to help disseminate key information including any outage information, wildfire and PSPS information to all City residents and the general public. This is done via the City's social media channels including Facebook, Twitter and Nextdoor. For the communication to the City's most vulnerable customers, this is an area that the City's Communication Team is currently working on improving by creating a Community Engagement Policy that ensures citywide implementation of equitable community engagement practices. This recommendation will be better addressed at RCMU's next comprehensive revision in 2023. RCMU Wildfire Mitigation Plan Version 1.2 June 15, 2022 Page106 In 2021, Rancho Cucamonga did not experience any wildfires, however, there were four (4) Red Flag warning events issued for the San Bernardino County area. In March 2022, the Rancho Cucamonga Fire District and RCMU partnered with a company called Lindsey FireSense to pilot 3 fire monitoring sensor cameras attached to RCMU's street light poles along the City's foothill area which includes the Tier 2 and 3 fire threat zones. If the pilot is successful, RCMU and the Fire District will be able to capture significant data for future performance metrics and improving situational awareness and fire response. D. STANDARDIZED EMERGENCY MANAGEMENT SYSTEM As a local governmental agency, 3 the City of Rancho Cucamonga has planning, communication, and coordination obligations pursuant to the California Office of Emergency Services' Standardized Emergency Management System ("SEMS") Regulations, 4 adopted in accordance with Government Code section 8607. The SEMS Regulations specify roles, responsibilities, and structures of communications at five different levels: field response, local government, operational area, regional, and state.5 Pursuant to this structure, the City of Rancho Cucamonga annually coordinates and communicates with the relevant safety agencies as well as other relevant local and state agencies. During emergencies, RCMU has a key role in ensuring utility operations at the field, local government and operational area levels. Under the SEMS structure, a significant amount of preparation is done through advanced planning at the local level, including the coordination of effort of public, private, and nonprofit organizations. San Bernardino serves as the Operational Area and is guided by the San Bernardino County Operational Area Coordinating Council that is made up of representatives of all 24 Cities and Town's. The Operational Area includes local and regional organizations that bring relevant 3 As defined in Cal. Gov. Code § 8680.2. 4 19 CCR § 2407. 5 Cal. Gov. Code § 2403(b): (1) "Field response level" commands emergency response personnel and resources to carry out tactical decisions and activities in direct response to an incident or threat. (2) "Local government level" manages and coordinates the overall emergency response and recovery activities within their jurisdiction. (3) "Operational area level" manages and/or coordinates information, resources, and priorities among local governments within the operational area and serves as the coordination and communication link between the local government level and the regional level. (4) "Regional level" manages and coordinates information and resources among operational areas within the mutual aid region designated pursuant to Government Code §8600 and between the operational areas and the state level. This level along with the state level coordinates overall state agency support for emergency response activities. (5) "State level" manages state resources in response to the emergency needs of the other levels, manages and coordinates mutual aid among the mutual aid regions and between the regional level and state level, and serves as the coordination and communication link with the federal disaster response system. RCMU Wildfire Mitigation Plan Version 1.2 June 15, 2022 Page 1 S2 expertise to the wildfire prevention and recovery planning process. These participants include local school districts, utilities, first responder agencies, non -profits (such as the United Way and/or the American Red Cross), all regional Hospitals, special districts, communications providers, and other similar organizations. Pursuant to the SEMS structure, the City of Rancho Cucamonga also participates in annual emergency training exercises where the Fire District hosts a table top exercise with all City Department Directors including RCMU on a wildfire drill in our front country area. At a minimum, exercises will be provided on an annual basis by either the Rancho Cucamonga Fire Protection District or by invitation from another supporting agency such as the County Operational Area. RCMU is a member of the California Utility Emergency Association, which is a State agency that plays a key role in ensuring communication and mutual aid between utilities during emergencies. A. PARTICULAR RISKS AND RISK DRIVERS ASSOCIATED WITH TOPOGRAPHIC AND CLIMATOLOGICAL RISK FACTORS Within RCMU's service territory and the surrounding areas, the primary risk drivers for wildfire are the following: • High Temperature • Low Humidity • Hillside Terrain • Fire Weather Conditions • Prolonged Drought • Climate Change • Fire History RCMU does not have any real-time wind direction and weather condition technology equipment installed that is able to track wind and weather conditions by seasons. The lack of funds and budget to sustain staffing and qualified professionals to monitor this data is challenging in that neither the utility or other City Departments have the additional time or resources to track and monitor this information. However, the Emergency Management Division within the Rancho Cucamonga Fire District does receive consistent briefing reports from the National Weather Service (NWS) San Diego Office, which covers our City and County. This briefing provides an overview of significant weather that may impact our area. These reports allow our team to increase our awareness and preparedness for upcoming events. If an event has the potential for severe implications including wind and weather conditions, NWS - San Diego will host conference calls leading up to the event so the affected jurisdictions can gather additional data in order to make critical decisions on how to manage any potential damage and disruption in services. Emergency Management will coordinate this information with our internal city stakeholders such RCMU Wildfire Mitigation Plan Version 1.2 June 15, 2022 Page 108 as RCMU so collectively decisions can be made to preserve safety for our residents, especially during the high Santa Ana wind season. B. ENTERPRISEWIDE SAFETY RISKS Fire risks due to topographical and climatological factors are determined to be "Low" (Tier 1 (i.e. low risk)) within RCMU's service area. The description of tiered fire threat zones is shown in Table 2 below. Table 2 Description of tiered fire threat zones Zone Category Description Wildland areas where exposure to overhead power lines, the Tier 3 Extreme availability of water resources, and emergency responder circulation routes affect response times to combat wildland fires. Tier 2 Elevated Elevated risk due to vegetation, high voltage regional transmission lines crossing the area, and adjacency to Tier 3 fire threat zones. Tier 1 Low Well developed areas, typically with underground high voltage circuitry. On September 19, 2018, the Rancho Cucamonga City Council adopted Resolution No. 18-103 which made a determination that RCMU's current service area is not located in an area that is considered an elevated or extreme risk of electric line wildfires; has 0 percent overhead electric lines and equipment and does not pose a significant risk of causing wildfires. RCMU continues to be actively involved in the California Municipal Utilities Association's (CMUA's) Wildfire Preparedness and Response Working Group to help identify any unidentified risks. Most recently in May 2022, the Working Group focused on risk drivers for powerline caused catastrophic wildfires and innovative mitigation options. CMUA plans to invite a broad range of utility staff, state agency staff (including the WSAB), industry experts, and academics to participate in this discussion. The Working Group will continue to discuss unidentified wildfire risk drivers and mitigation measures that could address these risks. Based on the input provided during this meeting, CMUA will produce a publicly available, post -meeting report that summarizes the group's conclusions and recommendations. RCMU's staff will participate in CMUA's meeting and will discuss any changes that RCMU has made to its operations in response to the conclusions and recommendations of the Working Group in a future WMP. In a continuous effort to review and improve on any wildfire risks in March 2022, the Fire District and RCMU partnered with a company called Lindsey FireSense to pilot 3 fire monitoring sensor cameras attached to RCMU's street light poles along the City's foothill area which includes the Tier 2 and 3 fire threat zones. If the pilot is successful and the Fire District is able to capture significant data, we may add it as a performance metric in future WMPs. RCMU Wildfire Mitigation Plan Version 1.2 June 15, 2022 Page 1010 � It A. HIGH FIRE THREAT DISTRICT RCMU, as a member of the California Municipal Utilities Association participated in the development of the CPUC's Fire -Threat Map,6 which designates a High -Fire Threat District. In the CPUC Fire -Threat map development process, RCMU coordinated with SCE and determined that because RCMU's system is entirely undergrounded, that SCE would serve as territory lead for the region served by RCMU. RCMU has incorporated the High Fire Threat District into its construction, inspection, maintenance, repair, and clearance practices, where applicable. CPUC's Fire Threat Map my � COIk9a S, hOOI upland H11k Cou " CIu6 Ra (A" 11.1 ontclair Ontario - onmrb be l A._rt 6 Adopted by CPUC Decision 17-12-024. RCMU Wildfire Mitigation Plan Version 1.2 June 15, 2022 F,), Page 1111 Additionally, the Rancho Cucamonga City Council, acting as the Board of Directors of the Fire District also adopted a Wildland Urban Interface Fire Area Map for the City (see the map below), referring to the zone where undeveloped, wildland vegetation transitions to developed land such as residential neighborhoods which are at risk of wildfires. Rancho Cucamonga Fire District's Wildland Urban Interface Fire Area Map with RCMU Electrical Circuits P4.11F11"I —1 r_____=I roc � A•S � Lama n Grapeland 1'ri x !` - + T L Ra o Cut. ga 1 North - •l - n I P { C m Esser The Fire District's fire area map matches closely to the CPUC's Fire -Threat Map and the existing RCMU underground electrical circuits (shown in purple) are all located in the low -risk category. There are no RCMU facilities that abut Tier 2 or Tier 3 High Fire Threat Map. B. DESIGN AND CONSTRUCTION STANDARDS RCMU's electric facilities are designed and constructed to meet or exceed the relevant federal, state, or industry standard. RCMU treats CPUC General Orders (GO) 128 as a key industry standard for design and construction standards for underground electrical facilities. Since RCMU has a RCMU Wildfire Mitigation Plan Version 1.2 June 15, 2022 Page 1112 100% underground system, the CPUC's G.O. 95 overhead construction standards do not apply. Additionally, RCMU monitors and follows, as appropriate, the National Electric Safety Code. RCMU's approach to grid hardening is discussed in this subsection and the other subsections below. RCMU's 100% underground design and construction standards and field inspections of critical electrical equipment are some of its key grid hardening programs. Historically, undergrounded electric lines have not been associated with catastrophic wildfires. The undergrounding of electric lines serves as an effective grid hardening measure that reduces the potential of power -line ignited wildfires. The goal of RCMU's program is prevention and mitigation response versus reaction in its system hardening and grid design. The responses below were specific questions included in the WSAB's 2021 Guidance Advisory Opinion under this sub -section: • Does the POU perform a circuit -by -circuit analysis to identify essential facilities (and whether they have backup power) like hospitals, communication centers, and community resource centers? ................................................................................................................................................................................................................................................................................................................ RCMU's Response: Yes, RCMU does have a circuit by circuit analysis which identifies essential facilities within its service area. The analysis does not identify whether those facilities have their own backup power. • Does the POU assess system hardening measures that could be installed to prevent PSPS for those facilities? ................................................................................................................................................................................................................................................................................................................ RCMU's Response: N/A. RCMU's system is already designed to be 100% underground. • In what way does the POU prepare these facilities for a PSPS or another wildfire related de- energization event? ................................................................................................................................................................................................................................................................................... RCMU's Response: N/A. RCMU is not affected by the IOU's PSPS de-energization event and its facilities are not located in a wildfire area. • For POUs that power water utilities or supply water themselves, if that water is used for drinking and firefighting, are certain projects being undertaken to harden the system for water delivery purposes? RCMU's Response: N/A. RCMU does not serve sites that power any water utilities or water conveyance. • Are pump stations self-contained or have some level of fire protection? Is the supply to sewage treatment, plants hardened? ....... ......... ............ ......... ......... ......... ......... ......... ......... RCMU's Response: N/A. RCMU does not serve any pump stations or sewage treatment plants. • Is supplemental generation available such as backup batteries or backup power facilities? RCMU's Response: No, RCMU does not provide supplemental generation. • Are the majority installed by the customers themselves or the utility? ........................................................................................ RCMU's Response: Unknown: If any supplemental generation is installed, it is done by the customers and not installed by the utility. • Can the utility open and close taps? Can the utility back-feed? ................................................................................................................................................................................................................................................................................................................ RCMU's Response: No, RCMU cannot control the taps of the customer's backup / supplemental generation. • Are there wildfire related circumstances wherein either of these tactics would be useful? ................................................................................................................................................................................................................................................................................................................ RCMU Wildfire Mitigation Plan Version 1.2 June 15, 2022 Page 1113 RCMU's Response: N/A • Can the utility sectionalize in a localized fashion? ..... ......... ......... ......... ... ......... RCMU's Response: N/A C. VEGETATION MANAGEMENT RCMU has a 100% underground electric system, so the standard vegetation management practices do not apply to RCMU. D. INSPECTIONS RCMU meets or exceeds the minimum inspection requirements provided in the CPUC's GO 165 (Inspection Requirements for Electric Distribution Facilities) by annually patrolling all pad mounted Transformers, Switches and Capacitors, with a detailed inspection every 5 years. Pursuant to these rules, utilities inspect electric facilities in the High Fire Threat District more frequently than the other areas of its service territory. As described above, RCMU currently does not have any overhead powerlines located within or near the High -Fire Threat District within the CPUC's Fire Threat Map. However, RCMU staff uses their knowledge of the specific environmental and geographical conditions of RCMU's service territory to determine if any particular areas require more frequent inspections if necessary. If RCMU staff discovers a facility in need of repair that is owned by an entity other than RCMU, RCMU will issue a notice to repair to the facility owner and work to ensure that necessary repairs are completed promptly. E. RECLOSING POLICY RCMU does not have any automatic reclosers deployed downstream of RCMU's Arbors substation. All of RCMU's circuit breakers have reclosing functionality which is conducted manually by a lineman in the field. RCMU's system currently does not have this capability to be controlled by SCADA or other remote controls. RCMU has the capability, should it be deemed necessary, to change the relay or reclosing settings during adverse conditions. F. DEENERGIZATION RCMU has the authority to preemptively shut off power due to fire -threat conditions, however, this option will only be used in extraordinary emergency circumstances. Due to the minimal risk of RCMU's electrical supply facilities causing a power -line ignited wildfire, RCMU is not adopting specific protocols for de -energizing any portions of its electric distribution system. RCMU will re- evaluate this determination in future updates to this Wildfire Mitigation Plan. RCMU Wildfire Mitigation Plan Version 1.2 June 15, 2022 Page 1114 In the unlikely event of a wildfire or other emergency event caused by or affecting RCMU's electric system, that would require a public safety power shutoff, the City of Rancho Cucamonga will maintain a proactive plan to communicate with the community during high fire threat periods and disasters. Coordinate with the Fire District and the Rancho Cucamonga Police through the City's EOC during emergencies or large-scale outages. Expand social media for the public to see current outages and estimated restoration times in coordination with the City's Communications Team. Communication plans through the City's EOC will allow RCMU to coordinate with applicable emergency service personnel along with maintaining open lines of communication with customers, media and internal City staff. RCMU will work as quickly as possible to restore power safely, following an event, in cooperation with the City's Fire District, Police, and Public Works Departments. RCMU will also engage its on - call high voltage contractors as -needed. RCMU staff and its contractors will ensure which circuits are to be brought up safely and that any vital loads are restored first followed by non -vital loads. In most cases, the following restoration priorities will be followed depending on the specific incident and available resources: • Public safety in the affected areas • Worker safety in performing the restoration work • Life-support or critical customers • Critical infrastructure (Key City facilities, City Police and Fire Departments, other key utility facilities (e.g., fiber communications) • Major commercial activities/accounts critical to continuity of community services (e.g., gas stations, food stores, home supply stores, repair shops, eateries and lodging facilities, financial institutions, etc.) • To reduce the total number of customers affected • To reduce the length of time customers have been without power. In directing restoration efforts to best achieve the above priorities, RCMU Staff will generally find it most efficient to dedicate restoration resources to the following types of facilities in the following order of priority to optimally restore electric services: • Arbors Substation located on Rochester Ave and Stadium Way • All Distribution circuits (12 kV) • Distribution feeders • Distribution transformers • Service lines RCMU Wildfire Mitigation Plan Version 1.1 June 15, 2022 15 Page114 A. METRICS AND ASSUMPTIONS FOR MEASURING PLAN PERFORMANCE RCMU will track two metrics to measure the performance of this Wildfire Mitigation Plan: (1) number of fire ignitions; and (2) wires down causing fires within the service territory. METRIC 1: FIRE IGNITIONS For purposes of this metric, a fire ignition is defined as follows: • RCMU facility was associated with the fire • The fire was self -propagating and of a material other than electrical and/or communication facilities • The resulting fire traveled greater than one linear meter from the ignition point; and • RCMU has knowledge that the fire occurred RCMU will provide the number of fires that occurred that were less than 10 acres in size. Any fires greater than 10 acres will be individually described. METRIC 2: WIRES DOWN The second metric is the number of distribution and transmission wires downed within RCMU's service territory. For purposes of this metric, a "wires down" event includes any instance where an electric transmission or primary distribution conductor falls to the ground or on to a foreign object. RCMU will divide the wires down metric between wires down inside and outside of the High Fire Threat District. RCMU will not normalize this metric by excluding unusual events, such as severe storms. Instead, RCMU will supplement this metric with a qualitative description of any such unusual events. B. IMPACT OF METRICS ON PLAN RCMU 2021 Performance Metrics: Metric 1: Fire Ignitions CY 2021 # of Fire Ignition in RCMU Service Area 0 # of wildfires in City boundaries NOT in RCMU Service Area <10 acres 0 # of wildfires in City boundaries NOT in RCMU Service Area > 10 acres 0 Metric 2: Wires Down # of "Wires Down" events in RCMU Service Area 0 # of Red Flag warnings issued 4 RCMU Wildfire Mitigation Plan Version 1.1 June 15, 2022 16 Page 115 C. MONITORING AND AUDITING THE PLAN This Wildfire Mitigation Plan will be presented to the Rancho Cucamonga City Council and RCMU staff will present updates to this plan on an annual basis. Additionally, a qualified independent evaluator will review this plan and determine its compliance to the Rancho Cucamonga City Council. The WMP, updates and any associated approvals will be made available for public review on the City Council's agenda located on the City's website, as well as the City's Council agenda posting located for viewing at Rancho Cucamonga City Hall. RCMU's most recent IE Report and existing WMPs and updates are included in RCMU's website located at �ttr)s://www.cityofrc- . No discussion has occurred on whether or not any enhancements to future IE reports will be needed. D. IDENTIFYING AND CORRECTING DEFICIENCIES IN THE PLAN Based on the recommendations of the Rancho Cucamonga City Council, RCMU will correct any identified deficiencies and/or recommendations, as appropriate in the WSAB's Guidance Advisory Opinions. This document also represents the combined effort of the POU industry associations to further the development of a template to respond to the WSAB's Guidance Advisory Opinion in future reporting WMP cycles. E. MONITORING THE EFFECTIVENESS OF INSPECTIONS A key mitigation measure against wildfires is vegetation management. Since RCMU has a 100% underground electric system, the standard vegetation management inspections do not apply to RCMU. Public Utilities Code section 8387(c) requires RCMU to contract with a qualified independent evaluator with experience in assessing the safe operation of electrical infrastructure to review and assess the comprehensiveness of this Wildfire Mitigation Plan. The independent evaluator must issue a report that is posted to the City's website. This report must also be presented to the Rancho Cucamonga City Council at a public meeting. In evaluating and selecting an independent evaluator as required in PUC Section 8387(c), the City determined that the Fire District is the most qualified independent evaluator who understand the local conditions and fire risks for the City of Rancho Cucamonga and is aware that RCMU's service area is located in a low -risk fire threat zone with 100% underground electric wire equipment. The City believes that the Fire District is qualified to review the comprehensiveness of the RCMU Wildfire Mitigation Plan. RCMU Wildfire Mitigation Plan Version 1.1 June 15, 2022 17 Page 116 On February 23, 2022, the Wildfire Safety Advisory Board (WSAB) issued its Guidance Advisory Opinion identifying some specific recommendations that Publicly Owned Utilities (POUs) are requested to address in their 2022 WMPs. This Section IX. restates each of the WSAB recommendations where RCMU provides a response. WSAB Recommendation #1: Customer and community communication is a key strategy for avoiding significant wildfire impacts on human life, structures, and sensitive areas. Impacts can be avoided if customers are quickly informed about wildfire starts and likely spread and are able to safely evacuate if necessary. Finally, rapid and supportive recovery and rebuilding as necessary can minimize long term community impacts. Utilities have a responsibility to go beyond managing their assets to provide information and assistance to their customers in these situations, working with and within the appropriate general emergency communication structures in RCMU's Response: Any communications by the City of Rancho Cucamonga or RCMU during an active emergency, such as a wildfire, will be in accordance with California's Standardized Emergency Management System (SEMS) from Section III-D and will be at the direction of the entity responsible for disseminating information about the emergency. WSAB Recommendation #2: The Board encourages additional attention to backup supplies, and coordination of those, in future WMPs for purposes of resiliency and wildfire recovery efforts, in addition to PSPS mitigation. Most existing backup generation is likely diesel -fired; examination of newer resiliency options like battery storage (as other utilities are doing) is encouraged for environmental and long-term resiliency reasons. While wildfire planning and mitigation efforts will generally affect broader utility resource planning, the Board is not asking POUs to engage in resource planning within WMPs. Rather, the Board wants to better understand the ................broader picture„of resource „availability and„alternatives solely in the „wildfire context. RCMU's Response: RCMU is currently in compliance with all relevant federal, state, and local resource planning standards, including contingencies for generation and transmission losses or outages due to any unplanned event. WSAB Recommendation #3: Even if ignition sources are minimized, remaining ignitions may still spread because there is abundant fuel available due to poorly maintained vegetation, low -moisture content in that vegetation, or both. There may also be more thought about reducing widespread damage even if a fire spreads, through building hardening and other strategies... The Board encourages the POUs, particularly in the upcoming comprehensive WMP revisions, to question whether broader thought and strategies may be appropriate going forward. Once the appropriate source minimization actions are accomplished for a POU ... attention must still be paid to ongoing vegetation management and how that is best accomplished and customer interactions to mitigate the impacts of any wildfire that yet gets triggered (in collaboration with and deference to existing emergency communication protocols). RCMU's Response: Strategies for mitigating general wildfire spread, such as building standards and community -wide vegetation management standards, are developed and enforced by state and local governmental entities with the RCMU Wildfire Mitigation Plan Version 1.1 June 15, 2022 18 Page 117 appropriate authority. RCMU, in its role as an electric utility, does not have authority over these strategies and the WMP is not an appropriate planning document for developing these requirements. Instead, RCMU will follow the requirements and guidance of the appropriate authorities. WSAB Recommendation #4: The Board encourages the POUs, particularly in the upcoming comprehensive WMP revisions, to question whether broader thought and strategies may be appropriate going forward on their WMP objectives. .......................... RCMU's Response: RCMU in its next comprehensive update will try and identify any new initiatives or mitigation programs in the WMPs and any future goals for those programs. WSAB Recommendation #5: In general, the Board supports including performance metrics where appropriate for POUs. The Board also supports rethinking or revising metrics that lack much meaning because they are easily achievable without effort ("wires down" for a 100% underground utility may be an example). Metrics should measure something that is helpful for progress when met as expected, and when not meeting the metric creates tension for improvement. ........... ........ ......... ........ ......... .. ....... .. ......... RCMU's Response: RCMU will consider in its next comprehensive update, additional data metrics which could include inspection data such as planned vs actual. If appropriate, the WMP could also describe the reasons why the prior year's target was missed. WSAB Recommendation #6: In future WMPs, and in particular for the upcoming comprehensive revisions, the Board recommends IEs perform a robust evaluation of the contents and substance of the POU's WMP, in comparison to relevant industry standards, and provides useful recommendations for wildfire mitigation Improvements where applicable. ................................................................................................................................................................................................................................................................................................................ RCMU's Response: RCMU will consider this recommendation and work with other POUs and CMUA on developing a common approach for the POU IE reviews of the 2023 WMPs so that there is more consistency in the scope and nature of the reviews performed by IEs and that the level of detail in the IE reports provides the appropriate level of information to both the WSAB and public. WSAB Recommendation #7: [The Board wants to Understand,] in each service territory, how... weather -related risk drivers will change in future scenarios given the impacts of climate change. The Board is looking for any individual utility or collaborative effort to better understand how these expected changing conditions may change the risks and hence the mitigation responses to wildfire. ....... ......... ......... ........... RCMU's Response: RCMU does not have any specific climate change scenario data, but will do its best to collectively discuss available sources of climate change forecast information with the CMUA group that we could utilize to update our wildfire risk assessments. WSAB Recommendation #8: [T]he Board believes that POUs are planning to follow at a minimum the CPUC's G.O. 95 standards, as often documented in 2020 and 2021 POU WMPs. In some cases, POUs described going beyond these minimum standards due to specific wildfire conditions, in other cases they may not be pertinent (such as with a 100% underground asset utility). For the 2022 WMPs, the Board expects clarity about meeting, exceeding, or substituting for G.O. 95 standards RCMU Wildfire Mitigation Plan Version 1.1 June 15, 2022 19 Page 118 RCMU's Response: G.O. 95 standards are not applicable in RCMU's service territory and there is currently no substitution standard that we are considering. WSAB Recommendation #9: The WSAB's Guidance Advisory Option requests that POUs take the upfront template and the other information that was included in the POU's Informational Response documents that were submitted last year and directly incorporate that information into the actual 2022 WMPs. ................................................................................................................................................................................................................................................................................................................ RCMU's Response: The WSAB's requested response and changes have been incorporated into the 2022 WMPs. WSAB Recommendation #10: The WSAB's Guidance Advisory Option requests that POUs provide more information about the WMP approval process and public comment process. ................................................................................................................................................................................................................................................................................................................ RCMU's Response: Besides the current approval process described in Section VII. C of this WMP, RCMU may consider identifying other alternative processes or best practices for WMP development in the future, if appropriate. REVISION HISTORY VERSION REVISED BY APPROVAL DATE SECTIONS REVISED 1.0 N/A Dec. 18, 2019 NEW 1.1 F. LYN Jun. 2, 2021 I-D, VII-B, IX, X 1.2 F. LYN Jun. 15, 2022 III-C, IV-B, VII-B, IX RCMU Wildfire Mitigation Plan Version 1.1 June 15, 2022 20 Page 119 DATE: June 15, 2022 TO: President and Members of the Board of Directors FROM: John R. Gillison, City Manager INITIATED BY: Mike McCliman, Fire Chief Ty Harris, Deputy Fire Chief Darci Vogel, Fire Business Manager Ruth Cain, Procurement Manager SUBJECT: Consideration to Approve and Award a Contract to Velocity Fire Equipment for the Purchase of One (1) Type 1 Engine in Fiscal Year 2021-22 and One (1) Type 1 Engine in Fiscal Year 2022-23 in the Amount of $985,971 Per Engine. (FIRE) RECOMMENDATION: Staff recommends that the Fire Board approve and award a contract to Velocity Fire Equipment, in accordance with Request for Proposal (RFP) #21/22-012, for the purchase of one (1) Type 1 Engine in Fiscal Year 2021-22 and one (1) Type 1 Engine in Fiscal Year 2022-23 in the amount of $985,971 per engine, for a total contract amount of $1,971,942. BACKGROUND: As part of the annual budget preparation process, the Fire District reviews the current vehicle and apparatus inventory list and identifies those units needing replacement. This evaluation considers the mileage, current age and actual years of operation compared to expected years, mechanical condition, and repair history. For both FY 2021-22 and 2022-23, the Fire District identified and budgeted for the replacement of one Type 1 Engine for each year. Per the 2016 edition of the National Fire Protection Association Standard for Automotive Fire Apparatus (NFPA) 1901 "Standard for Automotive Apparatus" guidelines, to maximize firefighting capabilities and minimize risk of injuries, it is important that fire apparatus be equipped with the latest safety features and operating capabilities. In the last 10 to 15 years much progress has been made in upgrading functional capabilities and improving the safety features of fire apparatus. NFPA 1901 recommends apparatus more than 15 years old be placed in reserve status and removed within 25 years. A fire apparatus is an emergency vehicle that must be relied on to transport firefighters safely to and from an incident and to operate reliably and properly to support the mission of the Fire District. A piece of fire apparatus that breaks down at any time during an emergency operation not only compromises the success of the operation but might jeopardize the safety of the firefighters. The new Type 1 Engines will replace units 78-03 and 79-03, both 2003 KME Excel Pumper engines and the oldest units in the Fire District's fleet. At over 19 years old, 78-03 has approximately 163,000 miles and 79-03 has approximately 136,000 miles. The age and high Page 120 mileage of these units affects reliability, service cost, and out of service time. The units do not meet current State of California emissions standards. Due to age, manufacturers are no longer supplying parts and there is limited availability of custom fabrication work. A significant concern with these units is the Detroit Diesel Electronic Control (DDEC) fire pump module. This is an electronic interface to the Diesel engine computer that allows fire personnel to operate the fire pump. The DDEC module is no longer manufactured and there is no replacement available. When this electronic component fails, the fire pump will no longer be operational and the unit will be out of service indefinitely. The Fire District's current fleet is made up of seven frontline engine companies and six reserve apparatus. Unit 78-03 and 79-03 will be surplused once the new Type 1 Engines are placed into service. ANALYSIS: Fire District staff provided detailed specifications for two (2) Type 1 Fire Engines to the Procurement Division. Formal RFP #21/22-012 was prepared and posted on April 7, 2022, to the City's automated procurement system. Subsequently, two hundred and thirty-seven (237) vendors were notified, thirteen (13) prospective bidders downloaded or reviewed the RFP document, and three (3) viable proposals were received. An evaluation panel comprised of a Battalion Chief, Fire Captain, and Fire Shop Supervisor evaluated each proposal based on the following criteria: • 15% - Vendor expertise • 35% - Quality of proposed services or goods • 35% - Extent to which the vendors services or goods meet the Fire District's needs • 15% - Cost The evaluation process resulted in the selection of Velocity Fire Equipment who bid two (2) 2023 Rosenbauer Commander Custom Pumpers. All applicable documentation for RFP #21/22-012 is on file in PlanetBids and can be located through the City's website. FISCAL IMPACT: The total cost for each Rosenbauer Commander Custom Pumper is $915,054, plus $70,917 in sales tax, for a total cost of $985,971 per unit. All three proposals received for the Type 1 Engines came in over budget due to supply disruptions that have impacted the price of goods and services, as well as production times. The purchase of one Type 1 Engine was approved in the FY 2021-22 budget and the purchase of an additional Type 1 Engine has been included in the FY 2022-23 budget, contingent upon final approval by the Fire Board. A total of $900,000 was allocated for FY 2021-22 and $986,000 for FY 2022-23 in the Fire Protection Capital Fund under account 3288501-5604 (Capital Outlay — Vehicle). For FY 2021-22, sufficient finds are available to cover the increased cost of the engine. For FY 2022-23, the total cost of the engine has been budgeted. Staff anticipates a cost savings to the final unit price. Velocity Fire Equipment has proposed that if the Fire District pays in full, the cost of each cab and chassis ($373,955 per unit) upon arrival at the Rosenbauer South Dakota facility, a discount of $14,928 per unit will be applied to the final Page 2 Page 121 invoice. COUNCIL MISSION / VISION / GOAL(S) ADDRESSED: This item brings together portions of the Council's vision and core values by providing a sustainable City and promoting a safe and healthy community for all. This is accomplished by ensuring our first responders have the resources and tools necessary to respond to emergency incidents ATTACHMENTS: n/a Page 3 Page122 DATE: June 15, 2022 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 Trina Valdez, Utilities Operations Supervisor SUBJECT: Consideration of Amendment No. 01 to the Professional Services Agreement with NV5, Inc. (CO19-110) for a Two Year Renewal for Electrical Engineering Design and Support. (CITY) RECOMMENDATION: Staff recommends that the City Council approve and authorize Amendment No. 01 for a two-year renewal of the Professional Services Agreement (CO19-110) with NV5, Inc. in the amount of $150,000 per Fiscal Year. BACKGROUND: In 2019, the City of Rancho Cucamonga and NV5, Inc. entered into a Professional Services Agreement (CO19-110) to provide electric distribution operations and technical electrical engineering design and support for the Rancho Cucamonga Municipal Utility (RCMU). ANALYSIS: As RCMU continues to expand its electric infrastructure, electrical engineering services and design support is a necessary component to accommodate new development, line extension opportunities, and more complex projects. Over the past three years, NV5, Inc. has been providing electrical engineering support and design services. Given the knowledge and expertise NV5, Inc. has provided, it is recommended that the City continue utilizing their services for electrical engineering and design services. A copy of Amendment No. 01 is available in the City Clerk's Office. FISCAL IMPACT: Funds from the Municipal Utility Fund (Fund 705) in the amount of $150,000 have been included in Account No. 1705303-5309 of the proposed Fiscal Year 2022/23 Budget. 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 that public infrastructure is designed and well -maintained. ATTACHMENTS: None. Page123 DATE: June 15, 2022 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 Trina Valdez, Utilities Operations Supervisor SUBJECT: Consideration of Amendment No. 02 to the Professional Services Agreement with Yunex, LLC (CO19-111) for a Two -Year Renewal for Streetlight Knockdown Services. (CITY) RECOMMENDATION: Staff recommends that the City Council approve and authorize Amendment No. 02 for a two-year renewal of the Professional Services Agreement (CO19-111) with Yunex, LLC in the amount of $200,000 per Fiscal Year. BACKGROUND: In 2019, the City of Rancho Cucamonga and Yunex, LLC entered into a Professional Services Agreement (CO19-111) to provide clean-up services when a streetlight is knocked down and installation of the replacement pole for all City -owned streetlights. ANALYSIS: On average, fifty (50) streetlight knockdowns occur each year in the City and Yunex, LLC has been providing on -call clean-up and pole installation services for the past three years. This includes arriving at the location, assisting with cutting the power to the pole, and hauling away the debris and pole. After the pole is removed, Yunex, LLC schedules the new pole, foundation, wiring, and fixture to be installed in a timely manner. Given Yunex, LLC's knowledge of the City and installation standards, along with their qualifications and expertise in the field, it is recommended that the City continue utilizing its services for clean-up and installation of streetlight poles in the City. A copy of Amendment No. 02 is available in the City Clerk's Office. FISCAL IMPACT: Funds from the General City Streetlight Fund (Fund 150) in the amount of $200,000 is included in Account No. 1150202-5300 of the proposed Fiscal Year 2022/23 Budget. COUNCIL MISSION / VISION / GOAL(S) ADDRESSED: This item addresses the City Council's goal of enhancing public safety by ensuring well - maintained high -quality public infrastructure that promotes a world class community. ATTACHMENTS: None. Page124 DATE: June 15, 2022 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 Trina Valdez, Utilities Operations Supervisor SUBJECT: Consideration of Amendment No. 02 to the Professional Services Agreement with Yunex, LLC (CO19-112) for a Two Year Renewal for Annual Streetlight Maintenance Services. (CITY) RECOMMENDATION: Staff recommends that the City Council approve and authorize Amendment No. 02 for a two-year renewal of the Professional Services Agreement (CO19-112) with Yunex, LLC in the amount of $50,000 per Fiscal Year. BACKGROUND: In 2019, the City of Rancho Cucamonga and Yunex, LLC entered into a Professional Services Agreement (CO19-112) to provide routine maintenance services and quarterly night audits for the City -owned streetlights to ensure reliable street lighting throughout the City. The City owns approximately 15,700 standard concrete streetlight poles, 240 wood poles, and 95 decorative concrete poles. ANALYSIS: Over the past three years, Yunex, LLC has been providing diagnosis and maintenance repairs of streetlight fixtures including but not limited to the replacement of failed lamp fixtures or fuses, repair of loose wires, identification of the cause of streetlight outages which may include incorrect voltage issues and installation of house side shields. Quarterly night audits consist of Yunex staff performing an in -field review of streetlights after dark to identify streetlights that require repair but have not been reported by members of the community. Given Yunex's extensive knowledge and expertise of streetlights and their ability to identify and fix issues in a timely manner, it is recommended that the City continue utilizing their services for routine streetlight maintenance services and quarterly night audits. A copy of Amendment No. 02 is available in the City Clerk's Office. FISCAL IMPACT: Funds from the General City Street Lights Fund (Fund 150) in the amount of $50,000 have been included in Account No.1150202-5300 of the proposed Fiscal Year 2022/23 Budget. 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 that public infrastructure is well -maintained. Page 125 ATTACHMENTS: None. Page 2 Page 126 DATE: June 15, 2022 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: William Wittkopf, Public Works Services Director Jeff Benson, Parks and Landscape Superintendent Paul Fisher, Management Analyst III SUBJECT: Consideration of Amendment No. 2 to Contract CO 2020-030 with Mariposa Landscapes, Inc. for LIVID 4R Parkway Paseo and Median Island Landscape and Irrigation Maintenance in an Amount Not to Exceed $433,158. (CITY) RECOMMENDATION: Staff recommends that the City Council approve Amendment No. 2 to contract CO 2020-030 with Mariposa Landscapes, Inc., extending the term of the contract to June 30, 2023, in an amount not to exceed $433,158, contingent upon approval of the FY 2022/23 budget. BACKGROUND: On April 1, 2020, the City Council accepted the bids received and awarded contract number CO 2020-030 for "LIVID 4R Parkway Paseo and Median Island Landscape and Irrigation Maintenance" to Mariposa Landscapes, Inc. of Irwindale, California, effective July 1, 2020 for a one (1) year term with an option to renew in one (1) year increments up to a total of six (6) additional years through June 30, 2027. Currently all sites are maintained at Service Level A. If approved, Amendment No. 2 to contract CO 2020-030 will extend the term of the contract to June 30, 2023, with an 8% rate increase and no changes to the scope of work, service levels, or other terms and conditions. ANALYSIS: Mariposa Landscapes, Inc. has submitted a Letter of Intent expressing their desire to continue providing service to the City of Rancho Cucamonga during FY 2022/23. Due to substantial increases in labor, material, and fuel costs, Mariposa Landscapes, Inc. is requesting an 8% rate increase for FY 2022/23. The requested increase is 2.0% below the change in the March Riverside -San Bernardino -Ontario Region Consumer Price Index (CPI-U). Mariposa Landscapes, Inc. continues to meet the service needs of the City and staff recommends the City Council approve the renewal of contract CO 2020-030 effective July 1, 2022 and approve the spending limit of $433,158 for FY 2022/23. FISCAL IMPACT: The proposed FY 2022/23 budget includes $393,778 in account 1134303-5300 for parkway, paseo, and median island landscape maintenance in LIVID 4R. The contract spending limit of Page 127 $433,158 includes an additional contingency of $39,380 for unforeseen work resulting from wind events or other emergencies. COUNCIL MISSION / VISION / GOAL(S) ADDRESSED: This item addresses the City Council's Core Values of promoting and enhancing a safe and healthy community for all while providing high quality outdoor spaces. ATTACHMENTS: None. Page 2 Page 128 DATE: June 15, 2022 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: Michael Frasure, Building and Safety Services Director SUBJECT: Consideration of Approval of Amendment No. 2 to Contract 18-089 With Bureau Veritas North America, Inc. and Amendment No 2 to Contract 18- 088 With Interwest Consulting Group for Plan Checks and Inspection Services and to Extend the Expiration Date for an Additional 12 Month Period in an Amount Not to Exceed $75,500.00 Each. (CITY) RECOMMENDATION: Staff recommends that the City Council approve Amendment No. 2 to Contract 18-089 with Bureau Veritas North America, Inc. and Amendment No 2 to contract 18-088 with Interwest Consulting Group for Plan Checks and Inspection Services and to Extend the Expiration Date for an Additional 12 Month Period. Bureau Veritas North America, Inc. and Interwest Consulting Group have been providing contract plan check and inspection services on many large and unique construction projects for Building and Safety Services Department during the last several years. The present contracts were initiated July 1, 2018, with the option for 3, 12-month extensions. Due to the need for this service, Staff is recommending an additional 12-month extension from July 1, 2022-June 30, 2023. BACKGROUND: Bureau Veritas North America, Inc. and Interwest Consulting Group have been providing contract plan check services on many large and unique construction projects for the Building and Safety Services Department during the last four years. Due to a continued robust economy and the need to send plan review to outside consults or to augment the inspection staffing, this firm is required to maintain a high level of customer service and accommodate the needs of the development community to obtain timely approvals for building plan checks and inspections. ANALYSIS: The present contracts were initiated July 1, 2018, with the option for 3, 12-month extensions. Due to the need for this service, we are requesting an additional 12-month extension from July 1, 2022- June 30, 2023. Amendments are on file in the City Clerk's Office. Not to exceed $75,500.00 each. FISCAL IMPACT: The fiscal impact is as follows: Account number 1001302-5300 (Contract Services) for Fiscal Year 2022/2023 funded by additional plan check revenue and authorize the Building and Safety Services Director to execute the amendment accordingly. COUNCIL MISSION / VISION / GOAL(S) ADDRESSED: This item supports the City Council's core values of intentionally embracing and anticipating the future. ATTACHMENTS: None. Page 129 DATE: June 15, 2022 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: William Wittkopf, Public Works Services Director Jeff Benson, Parks and Landscape Superintendent Paul Fisher, Management Analyst III SUBJECT: Consideration of Amendment No. 4 to Contract CO 18-030 with Mariposa Landscapes, Inc. for Landscape and Irrigation Maintenance of LMDs 6, 7, 8, 9, and 10 Parkways, Paseos, and Medians in an Amount Not to Exceed $985,350. (CITY) RECOMMENDATION: Staff recommends that the City Council approve Amendment No. 4 to contract CO 18-030 with Mariposa Landscapes, Inc., extending the term of the contract to June 30, 2023 in an amount not to exceed $985,350 for FY 2022/23. BACKGROUND: On May 16, 2018, the City Council accepted the bids received and awarded contract number CO 18-030 for landscape and irrigation maintenance of LMDs 6, 7, 8, 9, and 10 parkways, paseos, and medians, to Mariposa Landscapes, Inc. The initial term of the contract was one year, with the option to renew in one (1) year increments up to a total of six (6) additional years through June 30, 2025. Included in the contract is tiered pricing for Service Levels A through C as defined in the contract specifications. Routine maintenance is currently performed at Service Level A at LIVID 6, LIVID 7, LIVID 9 and LIVID 10 sites, and at Service Level B at LIVID 8 sites. If approved, Amendment No. 4 to contract CO 18-030 will extend the term of the contract to June 30, 2023 with an 8% rate increase and no changes to the scope of work, service levels, or other terms and conditions. ANALYSIS: Mariposa Landscapes, Inc. has submitted a Letter of Intent expressing their desire to continue providing service to the City of Rancho Cucamonga during FY 2022/23. Due to substantial increases in labor, material, and fuel costs, Mariposa Landscapes, Inc. is requesting an 8% rate increase for FY 2022/23. The requested increase is 2.0% below the change in the March Riverside -San Bernardino -Ontario Region Consumer Price Index (CPI-U). Mariposa Landscapes, Inc. continues to meet the service needs of the City and staff recommends the City Council approve the renewal of contract CO 18-030 effective July 1, 2022 and approve the spending limit of $985,350 for FY 2022/23. Page 130 FISCAL IMPACT: The proposed FY 2022/23 Budget includes $895,770 for parkway, paseo, and median island landscape maintenance in LMDs 6, 7, 8, 9 and 10. The funding breakdown is shown in the following table: Account Funding Source Amount 1136303-5300 LMD 6 $259,720 1137303-5300 LMD 7 $434,420 1138303-5300 LMD 8 $10,430 1139303-5300 LMD 9 $68,000 1140303-5300 LMD 10 $123,200 Total $895,770 The contract spending limit of $985,350 includes an additional contingency of $89,580 for unforeseen work resulting from wind events or other emergencies. COUNCIL MISSION / VISION / GOAL(S) ADDRESSED: This item addresses the City Council's Core Values of promoting and enhancing a safe and healthy community for all while providing high quality outdoor spaces. ATTACHMENTS: None. Page 2 Page 131 DATE: June 15, 2022 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: William Wittkopf, Public Works Services Director Jeff Benson, Parks and Landscape Superintendent Paul Fisher, Management Analyst III SUBJECT: Consideration of Amendment No. 5 to Contract CO 17-140 with Mariposa Landscapes, Inc. for Landscape and Irrigation Maintenance on the Haven Avenue and Foothill Boulevard Medians, in an Amount Not to Exceed $259,070. (CITY) RECOMMENDATION: Staff recommends that the City Council approve Amendment No. 5 to contract CO 17-140 with Mariposa Landscapes, Inc., extending the term of the contract to June 30, 2023, in an amount not to exceed $259,070, contingent upon the approval of the FY 2022/23 budget. BACKGROUND: On June 21, 2017, the City Council accepted the bids received for landscape services and awarded contract CO 17-140 to Mariposa Landscapes, Inc. for landscape and irrigation maintenance on the Haven Avenue and Foothill Boulevard Medians. The initial term of the contract was one year, with the option to renew in one (1) year increments up to a total of six (6) additional years through June 30, 2024. Currently all sites on the Haven and Foothill medians are maintained at Service Level B. If approved, Amendment No. 5 to contract CO 17-140 will extend the term of the contract to June 30, 2023, with an 8% rate increase and no changes to the scope of work, service levels, or other terms and conditions. ANALYSIS: Mariposa Landscapes, Inc. has submitted a Letter of Intent expressing their desire to continue providing service to the City of Rancho Cucamonga during FY 2022/23. Due to substantial increases in labor, material, and fuel costs, Mariposa Landscapes, Inc. is requesting an 8% rate increase for FY 2022/23. The requested increase is 2.0% below the change in the March Riverside -San Bernardino -Ontario Region Consumer Price Index (CPI-U). Mariposa Landscapes, Inc. continues to meet the service needs of the City and staff recommends the City Council approve the renewal of contract CO 17-140 effective July 1, 2022 and approve the spending limit of $259,070 FY 2022/23. Page 132 FISCAL IMPACT: The proposed FY 2022/23 Budget includes $235,515 for landscape and irrigation maintenance on the Haven Avenue and Foothill Boulevard Medians. The funding breakdown is shown in the following table: Account Funding Source Amount 1001319-5300 General Fund $33,959 1130303-5300 LMD 1 $21,300 1133303-5300 LMD 3B $136,444 1134303-5300 LMD 4R $36,552 1139303-5300 LMD 9 $7,260 Total $235,515 The contract spending limit of $259,070 includes an additional contingency of $23,555 for unforeseen work resulting from wind events or other emergencies. COUNCIL MISSION / VISION / GOAL(S) ADDRESSED: This item addresses the City Council's Core Values of promoting and enhancing a safe and healthy community for all while providing high quality outdoor spaces. ATTACHMENTS: None. Page 2 Page133 DATE: June 15, 2022 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: William Wittkopf, Public Works Services Director Jeff Benson, Parks and Landscape Superintendent Paul Fisher, Management Analyst III SUBJECT: Consideration of Amendment No. 5 to Contract CO 16-262 with BrightView Landscape Services for Landscape, Irrigation, and Parks Maintenance for PD-85 Parks in an Amount Not to Exceed $273,450. (CITY) RECOMMENDATION: Staff recommends that the City Council approve Amendment No. 5 to contract CO 16-262 with BrightView Landscape Services, extending the term of the contract to June 30, 2023, in an amount not to exceed $273,450, contingent upon the approval of the FY 2022/23 budget. BACKGROUND: On November 16, 2016, the City Council accepted the bids received for landscape services and awarded contract CO 16-262 to BrightView Landscape Services for Landscape, Irrigation, and Parks Maintenance for PD-85 Parks. The initial term of the contract was eighteen months, with the option to renew in one (1) year increments up to a total of six (6) additional years through June 30, 2023. Currently, all parks in PD-85 are maintained at Service Level C as defined by the contract specifications. If approved, Amendment No. 5 to contract CO 16-262 will extend the term of the contract to June 30, 2023, with an 8% rate increase and no changes to the scope of work, service levels, or other terms and conditions. ANALYSIS: BrightView Landscape Services has submitted a Letter of Intent expressing their desire to continue providing service to the City of Rancho Cucamonga during FY 2022/23. Due to substantial increases in labor, material, and fuel costs, BrightView is requesting an 8% rate increase for FY 2022/23. The requested increase is 2.0% below the change in the March Riverside -San Bernardino -Ontario Region Consumer Price Index (CPI-U). BrightView Landscape Services continues to meet the service needs of the City and staff recommends the City Council approve the renewal of contract CO 16-262 effective July 1, 2022, and approve the spending limit of $273,450 for FY 2022/23. FISCAL IMPACT: The proposed FY 2022/23 Budget includes $248,590 in account 1848303-5300 for Landscape Maintenance for PD 85 Parks. The contract spending limit of $273,450 includes an additional Page 134 contingency of $24,860 for unforeseen work resulting from wind events or other emergencies. COUNCIL MISSION / VISION / GOAL(S) ADDRESSED: This item addresses the City Council's Core Values of promoting and enhancing a safe and healthy community for all while providing high quality outdoor spaces. ATTACHMENTS: None. Page 2 Page135 DATE: June 15, 2022 TO: Mayor and Members of the City Council President and Members of the Boards of Directors FROM: John R. Gillison, City Manager INITIATED BY: William Wittkopf, Public Works Services Director Mike McCliman, Fire Chief Neil Plummer, Facilities Superintendent SUBJECT: Consideration of Amendment No. 5 to the Professional Services Agreement with Absolute Security International (CO 18-102) for Security Guard Services in an Amount Not to Exceed $441,010 for City facilities and $5,000 for Fire District facilities. (CITY/FIRE) RECOMMENDATION: Staff recommends the City Council and Board of Directors: 1. Approve Amendment No. 5 to contract CO 18-102 with Absolute Security International, extending the term of the contract to June 30, 2023 2. Authorize an expenditure in an amount not to exceed $441,010 ($400,920 for routine scheduled service plus 10% contingency) for City facilities, contingent upon the approval of the FY 2022/2023 budget 3. Authorize an expenditure of $5,000 for as needed services at Fire facilities, contingent upon the approval of the FY 2022/2023 budget BACKGROUND: On August 15, 2018, City Council accepted the bids received for security guard services at various City facilities and awarded contract CO 18-102 to Absolute Security International, Inc. The initial term of the contract was one year, with the option to renew in one-year increments for a maximum of seven years through June 30, 2024. The scope of the work for this contract includes, but is not limited to, nightly restroom lockup and gate closures at City parks, standing guard services, patrol route, special event security, fire watch detail, parking lot monitoring, and loss control. Previously, regular guard services were only provided at the Metrolink Station with costs partially offset by parking fees and the nightly park restroom lockup. However, an additional standing guard was added at the Public Works Service Center in Spring 2022 for after-hours coverage due to recent thefts. This additional guard is expected to be in place for one year or until other security measures are implemented. If approved, Amendment 5 to contract CO 18-102 will extend the term of the contract to June 30, 2023, with an average increase of 8.87% to current rates and no changes to the scope of work or other terms and conditions. ANALYSIS: Absolute Security International, Inc. has submitted a Letter of Intent expressing their desire to Page 136 continue providing service to the City of Rancho Cucamonga during FY 2022/2023 with an 8.87% rate increase. This increase is primarily a result of the nationwide labor shortage making it difficult to recruit and retain guards. A copy of the professional services agreement and amendment is available in the City Clerk's office. Absolute Security International, Inc. continues to provide great service to the City. Staff recommends the City Council and Board of Directors approve the renewal of contract CO 18-102 effective July 1, 2022 and approve the spending limit of $441,010 (CITY) and $5,000 (FIRE) for FY 2022/2023. FISCAL IMPACT: The proposed FY 2022/23 Budget includes $388,170 for security guard services, including park restroom lockup, in various general and special funds. The funding breakdown is shown in the following table: Account Funding Source Amount 1001312-5304 General Fund -Facilities Maintenance $168,000 1001319-5300 General Fund - Parks Maintenance $3,010 1130303-5300 Landscape Maintenance District 1 $10,500 1131303-5300 Landscape Maintenance District 2 $9,000 1133320-5304 Landscape Maintenance District 3B $176,610 1134303-5300 Landscape Maintenance District 4 $9,000 1137303-5300 Landscape Maintenance District 7 $1,510 1139303-5300 Landscape Maintenance District 9 $1,510 1140303-5300 Landscape Maintenance District 10 $1,510 1848303-5300 PD-85 $3,010 1868203-5300 CFD 2000-03 Parks Maintenance $4,510 Total $388,170 The routine scheduled service cost exceeds the proposed budget by 3.3% but we will be able to make adjustments within our proposed contract services line items to cover the added cost. The contract spending limit of $441,010 includes an additional contingency of $40,090 for unforeseen work resulting from special events or other emergencies. 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 137 DATE: June 15, 2022 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: William Wittkopf, Public Works Services Director Jeff Benson, Parks and Landscape Superintendent Paul Fisher, Management Analyst III SUBJECT: Consideration of Amendment No. 6 to Contract CO 16-148 with BrightView Landscape Services for Landscape, Irrigation, and Parks Maintenance for Landscape Maintenance District 1 Parks in an Amount Not to Exceed $322,470. (CITY) RECOMMENDATION: Staff recommends that the City Council approve Amendment No. 6 to contract CO 16-148 with BrightView Landscape Services, extending the term of the contract to June 30, 2023, in an amount not to exceed $322,470, contingent upon the approval of the FY 2022/23 budget. BACKGROUND: On June 15, 2016, the City Council accepted the bids received for landscape services and awarded contract CO 16-148 to BrightView Landscape Services for the complete maintenance of parks located in Landscape Maintenance District 1 (LIVID-1). The initial term of the contract was one year, with the option to renew in one (1) year increments up to a total of six (6) additional years through June 30, 2023. Currently, all parks in LIVID 1 are maintained at Service Level C as defined by the contract specifications. If approved, Amendment No. 6 to contract CO 16-148 extends the term of the contract to June 30, 2023, with an 8% rate increase and no changes to the scope of work, service levels, or other terms and conditions. ANALYSIS: BrightView Landscape Services has submitted a Letter of Intent expressing their desire to continue providing service to the City of Rancho Cucamonga during FY 2022/23. Due to substantial increases in labor, material, and fuel costs, BrightView is requesting an 8% rate increase for FY 2022/23. The requested increase is 2.0% below the change in the March Riverside -San Bernardino -Ontario Region Consumer Price Index (CPI-U). BrightView Landscape Services continues to meet the service needs of the City and staff recommends the City Council approve the renewal of contract CO 16-148 effective July 1, 2022, and approve the spending limit of $322,470 for FY 2022/23. J6ief_lgILyiIUT_T"6 The proposed FY 2022/23 Budget includes $293,150 in account 1130303-5300 for Landscape Maintenance in LIVID 1 Parks. The contract spending limit of $322,470 includes an additional contingency of $29,320 for unforeseen work resulting from wind events or other emergencies. Page 138 COUNCIL MISSION / VISION / GOAL(S) ADDRESSED: This item addresses the City Council's Core Values of promoting and enhancing a safe and healthy community for all while providing high quality outdoor spaces. ATTACHMENTS: None. Page 2 Page 139 DATE: June 15, 2022 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: William Wittkopf, Public Works Services Director Jeff Benson, Parks and Landscape Superintendent Paul Fisher, Management Analyst III SUBJECT: Consideration of Amendment No. 6 to Contract CO 17-142 with Mariposa Landscapes, Inc. for Landscape and Irrigation Maintenance for General Fund and LIVID 3B Parkways and Medians, in an Amount Not to Exceed $683,737. (CITY) RECOMMENDATION: Staff recommends that the City Council approve Amendment No. 6 to contract CO 17-142 with Mariposa Landscapes, Inc., extending the term of the contract to June 30, 2023, in an amount not to exceed $683,737, contingent upon the approval of the FY 2022/23 budget. BACKGROUND: On June 21, 2017, the City Council accepted the bids received for landscape services and awarded contract CO 17-140 to Mariposa Landscapes, Inc. for landscape and irrigation maintenance for general fund and LIVID 3B parkways and medians. The initial term of the contract was one year, with the option to renew in one (1) year increments up to a total of six (6) additional years through June 30, 2024. Currently all sites on general fund and LIVID 3B parkways and medians are maintained at Service Level A. If approved, Amendment No. 6 to contract CO 17- 142 will extend the term of the contract to June 30, 2023, with an 8% rate increase and no changes to the scope of work, service levels, or other terms and conditions. ANALYSIS: Mariposa Landscapes, Inc. has submitted a Letter of Intent expressing their desire to continue providing service to the City of Rancho Cucamonga during FY 2022/23. Due to substantial increases in labor, material, and fuel costs, Mariposa Landscapes, Inc. is requesting an 8% rate increase for FY 2022/23. The requested increase is 2.0% below the change in the March Riverside -San Bernardino -Ontario Region Consumer Price Index (CPI-U). Mariposa Landscapes, Inc. continues to meet the service needs of the City and staff recommends the City Council approve the renewal of contract CO 17-142 effective July 1, 2022 and approve the spending limit of $683,737 for FY 2022/23. Page 140 FISCAL IMPACT: The proposed FY 2022/23 Budget includes $621,577 for landscape and irrigation maintenance for general fund and LMD 3B parkways and medians. The funding breakdown is shown in the following table: Account Funding Source Amount 1001319-5300 General Fund $483,001 1133303-5300 LMD 313 $138,576 Total $621,577 The contract spending limit of $683,737 includes an additional contingency of $62,160 for unforeseen work resulting from wind events or other emergencies. COUNCIL MISSION / VISION / GOAL(S) ADDRESSED: This item addresses the City Council's Core Values of promoting and enhancing a safe and healthy community for all while providing high quality outdoor spaces. ATTACHMENTS: None. Page 2 Page 141 DATE: June 15, 2022 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 Trina Valdez, Utilities Operations Supervisor SUBJECT: Consideration of Amendment No. 06 to the Agreement with Pacific Utility Installation, Inc. (CO19-085), Amendment No. 02 to the Agreement with International Line Builders, Inc. (CO19-086) and Amendment No. 02 to the Agreement with Henkels & McCoy, Inc. (CO19-148) for a Two Year Renewal for High Voltage Electrical Support and Related Infrastructure. (CITY) RECOMMENDATION: Staff recommends that the City Council approve and authorize: 1. Amendment No. 06 to the Agreement (CO19-085) with Pacific Utility Installation, Inc. to renew the contract for two years in the amount of $120,000 per year; 2. Amendment No. 02 to the Agreement (CO19-086) with International Line Builders, Inc. to renew the contract for two years in the amount of $120,000 per year; and 3. Amendment No. 02 to the Agreement (CO19-148) with Henkels & McCoy, Inc. to renew the contract for two years in the amount of $120,000 per year. BACKGROUND: The City of Rancho Cucamonga pre -qualified and entered into Agreements for High Voltage Electrical Support and Related Infrastructure to provide on-call/routine operation and maintenance, emergency response support, as well as necessary high voltage electric distribution construction related to the Rancho Cucamonga Municipal Utility (RCMU). This includes having a sufficient number of specialized electrical contractors on hand to assist RCMU when it is required. On June 19, 2019, City Council approved agreements with Pacific Utility Installation, Inc (PUI) (CO19-085), International Line Builders, Inc (ILB) (CO19-086), and Henkels & McCoy, Inc. (H&M) (CO19-148) to provide these services. ANALYSIS: As RCMU continues to maintain its existing infrastructure and add new equipment and extend the service area, the need for specialized operation, maintenance and emergency services are required to continue providing reliable and dependable electric service within the RCMU service area. Given the extensive knowledge and expertise PUI, ILB and H&M have of high voltage construction and RCMU infrastructure, it is recommended that the City continue to utilize their services for on-call/routine service, response support and as needed for high voltage electric distribution construction. A copy of Amendment No. 06 for PUI, Amendment No. 02 for ILB and Amendment No. 02 for H&M is available in the City Clerk's Office. Page 142 FISCAL IMPACT: Funds from the Municipal Utility Fund (Fund 705) for Contract Services in Account No. 1705303- 5309 and Capital Outlay in Account No. 1705303-5603 have been included in the proposed Fiscal Year 2022/23 Budget. 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 that public infrastructure is well -maintained. ATTACHMENTS: None. Page 2 Page 143 DATE: June 15, 2022 TO: Mayor and Members of the City Council President and Members of the Boards of Directors FROM: John R. Gillison, City Manager INITIATED BY: William Wittkopf, Public Works Services Director Mike McCliman, Fire Chief Jeff Benson, Parks and Landscape Superintendent SUBJECT: Consideration of Amendment No. 7 to Contract CO 17-143 with Mariposa Landscapes, Inc. for Park Mowing and Facility Landscape Maintenance in an Amount Not to Exceed $765,010 [$693,510 (City) and $71,500 (Fire)]. (FIRE/CITY) RECOMMENDATION: Staff recommends that the City Council/Board of Directors approve Amendment No. 7 to contract CO 17-143 with Mariposa Landscapes, Inc., extending the term of the contract to June 30, 2023, in an amount not to exceed $765,010 ($693,510 for City Facilities and $71,500 for Fire Facilities), contingent upon the approval of the FY 2022/23 budget. BACKGROUND: On June 21, 2017, the City Council accepted the bids received for park mowing and facility landscape maintenance, and awarded contract CO 17-143 to Mariposa Landscapes, Inc. The initial term of the contract was one year, with the option to renew in one (1) year increments up to a total of six (6) additional years through June 30, 2024. Currently all parks and landscapes are maintained at Service Level A. If approved, Amendment No. 7 to contract CO 17-143 will extend the term of the contract to June 30, 2023, with an 8% rate increase and no changes to the scope of work, service levels, or other terms and conditions. ANALYSIS: Mariposa Landscapes, Inc. has submitted a Letter of Intent expressing their desire to continue providing service to the City of Rancho Cucamonga during FY 2022/23. Due to substantial increases in labor, material, and fuel costs, Mariposa Landscapes, Inc. is requesting an 8% rate increase for FY 2022/23. The requested increase is 2.0% below the change in the March Riverside -San Bernardino -Ontario Region Consumer Price Index (CPI-U). Mariposa Landscapes, Inc. continues to meet the service needs of the City and staff recommends the City Council approve the renewal of contract CO 17-143 effective July 1, 2022 and approve the spending limit of $765,010 ($693,510 for City Facilities and $71,500 for Fire Facilities) for FY 2021 /2022. Page144 FISCAL IMPACT: The proposed FY 2022/23 Budget includes $695,460 for park mowing and facility landscape maintenance in various general and special funds. The funding breakdown is shown in the following table: Account Funding Source Amount 1001319-5300 Parks Maintenance $205,230 1131303-5300 LMD 2 $104,960 1133320-5300 LMD 3B (Metrolink) $48,480 1134303-5300 LMD 4R $84,210 1137303-5300 LMD 7 $19,650 1139303-5300 LMD 9 $29,280 1140303-5300 LMD 10 $10,000 1868203-5300 CFD 2000-03 $68,650 1001318-5300 Streets Maintenance $55,000 3281529-5300 Fire Facilities $65,000 Total $695,460 The contract spending limit of $765,010 ($693,510 for City Facilities and $71,500 for Fire Facilities) includes an additional contingency of $69,550 ($63,050 for City Facilities and $6,500 for Fire Facilities) for unforeseen work resulting from wind events or other emergencies. COUNCIL MISSION / VISION / GOAL(S) ADDRESSED: This item addresses the City Council's Core Values of promoting and enhancing a safe and healthy community for all while providing high quality outdoor spaces. ATTACHMENTS: None. Page 2 Page145 DATE: June 15, 2022 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: William Wittkopf, Public Works Services Director Richard Favela, Public Works Services Superintendent Lindsay A. McElwain, Management Analyst SUBJECT: Consideration of Amendment No. 10 to the Contract with Yunex LLC (Formerly Siemens Mobility, Inc.) (CO# 15-103) for Citywide Traffic Signal and Safety Lighting Maintenance Services in the Amount of $1,010,658. (CITY) RECOMMENDATION: Staff recommends City Council approve Amendment No. 10 to the contract with Yunex LLC (Formerly Siemens Mobility, Inc.) (CO#15-103), extending the term for an additional year through June 30, 2023, contingent upon the approval of the Fiscal Year (FY) 2022/2023 Budget, in an amount not to exceed $1,010,658. BACKGROUND: On June 3, 2015, City Council approved and awarded a competitively bid contract (CO# 15-103) for Citywide Traffic Signal and Safety Lighting Maintenance to Siemens Mobility, Inc. This contract initially had an option to renew in one-year increments for up to five years. Extensions beyond the five years have been approved so as not to overburden staff in the Public Works Services Department (PWSD), which has suffered from several vacancies. PWSD has started the process to fully re -bid these maintenance services in preparation for FY 2023/2024. Amendment No. 10 to Contract CO# 15-103 will extend the term one year, through June 30, 2023, with no rate increase. There are no other changes to the Scope of Work, service level, or other terms and conditions. The annual contract amount listed above includes both routine maintenance and a contingency for extra work. The routine maintenance includes a complete monthly inspection and service at 231 locations including the City's signalized intersections, signalized crosswalks, flashing crosswalks, and flashing school beacons. The contingency for extra work is to complete repairs due to unforeseen failures, traffic accidents, or malfunctions of the traffic signal system, safety lighting, or internally illuminated street name signs. Examples of extra work repairs include, but are not limited to: • Repair or replacement of damaged traffic signal cabinets and controllers; • Repair or replacement of vehicle detection loops and video cameras; • Repair or replacement of emergency vehicle preempt equipment; • Repair or replacement of uninterrupted power supply equipment; Page 146 • Replacement of damaged or downed traffic signal poles; • Replacement of damaged Public Safety Video Network (PSVN) cameras; • Replacement of damaged Automatic License Plate Reader (ALPR) cameras; • Rewiring signalized intersections with new cables and conductors; and • Replacement of damaged or downed streetlight poles. The City of Rancho Cucamonga has 231 locations which are maintained through this contract with some of the equipment reaching their end -of -life expectancy. Consequently, due to the aging traffic signal infrastructure, rain and wind damage, and damage caused by motorist collisions, extra work is necessary. ANALYSIS: On May 16, 2022, Yunex LLC submitted a Letter of Intent expressing their desire to continue providing services to the City of Rancho Cucamonga through June 30, 2023, with no rate increase. Yunex LLC continues to provide expedient service to the city. Staff recommends City Council approve and extend the terms of Contract No. CO 15-103 to an additional year effective July 1, 2023, contingent upon the approval of the FY 2022/2023 Budget in an amount not to exceed $1,010,658. FISCAL IMPACT: The funding for Traffic Signal and Safety Lighting Maintenance Services is included in the proposed FY 2022/2023 Budget in Streets Maintenance (1001318-5300), Measure 1 2010-2040, (1177303-5300), CFD 2018-01 (1876203-5300) and Police Administration (1001701-5217). COUNCIL MISSION / VISION / GOAL(S) ADDRESSED: This item advances the City Council's Core Values by promoting and enhancing a safe and healthy community for all. ATTACHMENTS: None Page 2 Page 147 DATE: June 15, 2022 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: William Wittkopf, Public Works Services Director Jeff Benson, Parks and Landscape Superintendent Paul Fisher, Management Analyst III SUBJECT: Consideration of Amendment No. 12 to Contract CO 2012-009 with BrightView Landscape Services for Maintenance of Parkway, Paseo, and Median Landscapes within Landscape Maintenance Districts 1 and 5 in an Amount Not to Exceed $238,230. (CITY) RECOMMENDATION: Staff recommends that the City Council approve Amendment No. 12 to contract CO 2012-009 with BrightView Landscape Services, extending the term of the contract to June 30, 2023, in an amount not to exceed $238,230, contingent upon the approval of the FY 2022/23 budget. BACKGROUND: On March 21, 2012, the City Council accepted the bids received and awarded contract CO 2012- 009 to BrightView Landscape Services for the maintenance of landscape and irrigation within Landscape Maintenance Districts 1, 2, 4R, and 5. This contract, as amended, had an option to renew in one-year increments. On June 19, 2019, the City Council approved a one-year extension to allow time to re -bid these services. RFP 19/20-011 (LMDs 1 and 5), RFP 19/20-012 (LIVID 2) and RFP 19/20-013 (LIVID 4R) were posted to the City's automated procurement system and proposals were received on September 19, 2019. RFP 19/20-012 and RFP 19/20-013 were successful and new contracts were awarded by Council on April 1, 2020 for landscape maintenance in LMDs 2 and 4R. Unfortunately, following the evaluation of the written proposals and vendor interviews, it was determined the proposals received for LMDs 1 and 5 did not meet the needs of the City. In order to provide continuity of services in LMDs 1 and 5, it is necessary to extend the term of contract CO 2012-009 an additional year. Contract No. CO 2012-009 provides tiered pricing for Service Levels A through C as defined in the contract specifications. Currently, the landscape site in LIVID 5 is maintained at Service Level A and LIVID 1 sites are maintained at Service Level C. If approved, Amendment No. 12 to contract CO 2012-009 will amend the contract to extend the term an additional year to June 30, 2023, with an 8% rate increase and no changes to the scope of work, service levels, or other terms and conditions. Page 148 ANALYSIS: BrightView Landscape Services has submitted a Letter of Intent expressing their desire to continue providing service to the City of Rancho Cucamonga during FY 2022/23. Due to substantial increases in labor, material, and fuel costs, BrightView is requesting an 8% rate increase for FY 2022/23. The requested increase is 2.0% below the change in the March Riverside -San Bernardino -Ontario Region Consumer Price Index (CPI-U). BrightView Landscape Services continues to meet the service needs of the City and staff recommends the City Council approve the renewal of contract CO 2012-009 effective July 1, 2021, and approve the spending limit of $238,230 for FY 2022/23. FISCAL IMPACT: The proposed FY 2022/23 Budget includes $216,570 for parkway, paseo, and median island landscape maintenance in LMDs 1 and 5. The funding breakdown is shown in the following table: Account Funding Source Amount 1130303-5300 LMD 1 $215,650 1135303-5300 LMD 5 $920 Total $216,570 The contract spending limit of $238,230 includes an additional contingency of $21,660 for unforeseen work resulting from wind events or other emergencies. COUNCIL MISSION / VISION / GOAL(S) ADDRESSED: This item addresses the City Council's Core Values of promoting and enhancing a safe and healthy community for all while providing high quality outdoor spaces. ATTACHMENTS: None. Page 2 Page 149 DATE: June 15, 2022 TO: President and Members of the Board of Directors FROM: John R. Gillison, City Manager INITIATED BY: Mike McCliman, Fire Chief Ty Harris, Deputy Fire Chief Darci Vogel, Fire Business Manager Ruth Cain, Procurement Manager SUBJECT: Consideration of the Purchase of One (1) Self -Contained Breathing Apparatus Compressor and Fill Station from Compressed Air Specialties, Inc. as a Single Source Vendor in the Amount of $102,225. (FIRE) RECOMMENDATION: Staff recommends that the Fire Board authorize the purchase of one (1) Self -Contained Breathing Apparatus (SCBA) Compressor and Fill Station from Compressed Air Specialties, Inc. as a Single Source Vendor in the amount of $102,225. BACKGROUND: Self -Contained Breathing Apparatus (SCBA) are one of the most important items of personal protective equipment used by firefighters and rescue personnel. SCBA allow firefighters to enter hazardous environments to perform essential interior operations including offensive fire attack, victim search, rescue and removal, ventilation, and overhaul. They are also used at non -fire incidents involving hazardous materials and confined spaces where there is a threat of toxic fumes or an oxygen -deficient atmosphere. Once the cylinder of the SCBA is below a certain point, it must be refilled from an approved, certified breathing air compressor. This process ensures harmful contaminants, such as carbon monoxide and nitrogen, are removed from the air used to fill the SCBA cylinder. During emergency incidents, this refilling procedure is typically performed by the Fire District's truck - mounted mobile air compressor. Often times, however, these air cylinders are filled at a fire station after incidents, such as car fires and structure fires, or training evolutions. These stationary breathing air compressors in the fire stations have extensive filtering and air monitoring equipment to make sure that the air meets all necessary quality air requirements. The Fire District currently has two stationary SCBA compressor and fill stations, one of which is located at Jersey Station 174 / All -Risk Training Center (ARTC). This unit experiences high usage due to its central location at a dual house fire station and the continuous training that takes place at the ARTC. This compressor is over 15 years old and has been budgeted for replacement due to on -going maintenance issues. These issues include misalignment and wear between the internal components that is resulting in metal flakes in the oil, as well as elevated oil content in the air. Page 150 ANALYSIS: In order to provide continuity of operations and ensure the health and safety of Fire District personnel, staff recommends utilizing a single source purchase with Compressed Air Specialties, Inc. for the purchase of a replacement Bauer brand SCBA compressor and fill station at the ARTC. Compressed Air Specialties, Inc. is the local authorized distributor of Bauer compressor systems and components, as well as the Fire District's current contracted service provider. Utilizing the single source purchase will ensure standardization with the Fire District's other compressor and fill station unit at Fire Station 175, as well as on Truck 174 and Truck 175, all of which are Bauer products. Bauer is an industry leader in breathing air compressor systems and their products have an extensive track record for quality, performance, and safety. FISCAL IMPACT: The total purchase price of the SCBA Compressor and Fill Station will be $102,225. A total of $100,000 was allocated in the FY 2021-22 budget in the Fire Protection Capital Fund under account 3288501-5290 (Specialized Tools & Equipment). There are sufficient funds within the Fire Protection Capital Fund to cover the increased replacement cost. COUNCIL MISSION / VISION / GOAL(S) ADDRESSED: This item brings together portions of the Council's vision and core value by providing a sustainable City and promoting a safe and healthy community for all. This is accomplished by ensuring our first responders have the resources and tools necessary to respond effectively during emergency situations. ATTACHMENTS: n/a Page 2 Page 151 DATE: June 15, 2022 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 SUBJECT: Consideration of an Agreement with Southern California Edison for Possession and Use of Real Property Rights Located at 8949 and 9333 Etiwanda Avenue (APNs 0229-291-22 and -23) Necessary for the Etiwanda Grade Separation Project. (CITY) RECOMMENDATION: Staff recommends that the City Council approve the Agreement with Southern California Edison (SCE) on file with the City Clerk for the possession and use of real property rights located at 8949 and 9333 Etiwanda Avenue (APNs 0229-291-22 and -23) necessary for the Etiwanda Grade Separation Project and authorize the City Manager or his designee to sign the agreement and any documents necessary to implement the terms of the agreement. BACKGROUND: The Etiwanda Grade Separation Project (Project) will construct an overhead crossing, utilizing walls and embankments to support the raised approaching roadway. It will span the railroad right- of-way and provide access to adjacent properties. The Project will widen Etiwanda Avenue to four traffic lanes including a painted median/left turn lane with bike lanes and sidewalks on each side and a northbound right turn lane onto Whittram Avenue. When completed in 2024, the Project will reduce vehicle and truck delays, as well as queuing. It will improve mobility, safety, and level of service at the crossing, and it will provide for the safe transit of pedestrians, bicyclists, vehicles, trucks, and trains. Furthermore, the Project will provide for improved response times in the area for first responders such as police officers, firefighters, paramedics, and emergency medical technicians. The plans for the Project are on file with the Engineering Services Department. The project requires the acquisition of a 52,464 square foot permanent easement and a 1,972 square foot temporary construction easement on portions of 8949 Etiwanda Avenue along with a 45 square foot permanent easement, a 686 square foot temporary construction easement, and an 11 square foot temporary construction easement on portions of 9333 Etiwanda Avenue.The temporary construction easements are for a period of 18 months. On January 19, 2022, the City Council held a hearing to consider adoption of a Resolution of Necessity declaring the property interests across portions 8949 Etiwanda Avenue necessary for the Project. Subsequent to the adoption of the Resolution of Necessity, the City filed an eminent domain law suit seeking to acquire the necessary property rights. The City and SCE have been negotiating to settle the lawsuit and acquire the needed property rights across both 8949 and 9333 Etiwanda Avenue. However, the anticipated timeline to finalize negotiations and the purchase would delay the start of construction along with the opening of the Project improvements to the public and would Page 152 jeopardize the project's funding ANALYSIS: The proposed agreement with SCE would allow the City to acquire possession and use of the property rights across 8949 and 9333 Etiwanda Avenue prior to the conclusion of negotiations allowing the City to proceed with certifying right-of-way for the Project. Certification of right-of-way is a necessary step the City must complete before the Project's grant funds can be allocated by the California Transportation Commission to begin the construction phase. Under the agreement, SCE would grant possession and use to the City for the project by December 31, 2022, at which time the temporary construction easements would also begin. Further, the City and SCE agree to continue negotiating in good faith to resolve the acquisition of the property rights and the City would be responsible for temporary relocation of SCE's materials and equipment on the site to another SCE owned property and a permanent relocation of the same materials, equipment, and site improvements to the replacement site that SCE will be constructing on Etiwanda Avenue south of Napa Street. FISCAL IMPACT: Under the proposed agreement, the City will continue to negotiate the fair market value of the property rights to be acquired along with final costs for relocation of the SCE's improvements from the current site to SCE's proposed relocation site on Etiwanda Avenue south of Napa Street. A separate item will be presented for the City Council's consideration upon completion of those negotiations. Expenses directly related to this agreement include costs in the amount of $254,937.32 for temporary and permanent relocation of existing material and equipment to allow for the use of the property during construction of the Project. Sufficient funds have been included in the proposed budget for Fiscal Year 2022/23 under Account No. 1181305650/1922181-0 to cover these expenses and no addition appropriations are required at this time. COUNCIL MISSION / VISION / GOAL(S) ADDRESSED: The proposed Etiwanda Grade Separation Project will enhance the City's position as the world class community in our region by improvement safety, traffic flow, and access to the southeast industrial area of the City. ATTACHMENTS: None Page 2 Page 153 DATE: June 15, 2022 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 SUBJECT: Consideration to Adopt a Resolution Approving the Rancho Cucamonga Fire Protection District Salary Schedules for the Fiscal Year 2022-23. (RESOLUTION NO. FD 2022-015) (FIRE) RECOMMENDATION: Staff recommends that the Fire Board adopt the attached resolution approving the Fiscal Year 2022-23 salary schedules for job classifications employed by the Rancho Cucamonga Fire Protection District. BACKGROUND: The Fire Board traditionally adopts salary resolutions biannually for classifications employed by the Rancho Cucamonga Fire Protection 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. Updates to the salary schedules include terms negotiated and agreed upon in the current Memorandum of Understanding (MOU). ANALYSIS: The attached resolution adopts changes previously approved in the Fire Management Employees Group (Fire MEG) and Fire Union MOUs. The updated Fire MEG and Fire Union salary schedules include a 2% equity adjustment effective July 9, 2022. All other Fire salary schedules, classification, job titles, and other terms of employment remain the same. Staff recommends that the Fire Board approve the resolution updating the Fire District's salary schedules for the Fiscal Year 2022-23. FISCAL IMPACT: Adjustments to the salary ranges were accounted for in the draft FY 2022-23 budget. COUNCIL MISSION / VISION / GOAL(S) ADDRESSED: This item addresses the City Council's vision to build on our success as a world -class community, and create an equitable, sustainable, and vibrant city, rich in opportunities for all to thrive. Page 154 ATTACHMENTS: Attachment 1 — Resolution No. FD 2022-015 Attachment 2 - Fire Management Employee Group Salary Schedule Attachment 3 - Fire Union Salary Schedule Attachment 4 - Fire Support Services Association Salary Schedule Attachment 5 - Fire District Part -Time Hourly Positions Salary Schedule Page 2 Page 155 RESOLUTION NO. FD 2022-XXX A RESOLUTION OF THE BOARD OF DIRECTORS OF THE RANCHO CUCAMONGA FIRE PROTECTION DISTRICT, RANCHO CUCAMONGA, CALIFORNIA, APPROVING THE RANCHO CUCAMONGA FIRE PROTECTION DISTRICT SALARY SCHEDULES FOR THE FISCAL YEAR 2022-2023. 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 Rancho Cucamonga Fire Protection District Salary Schedules (Attachments 2 - 5) effective July 1, 2022. PASSED, APPROVED, AND ADOPTED this 15th day of June 2022. ATTACHMENT 1 Page 156 Resolution No. FD 2022-XXX FIRE MANAGEMENT EMPLOYEES GROUP SALARY SCHEDULE AS OF JULY 9, 2022 A B C D E F FIRE CHIEF 94.05 98.76 103.69 108.86 114.31 120.03 Hourly 7,524.34 7,900.51 8,295.46 8,709.17 9,144.91 9,602.69 Bi-Weekly 16,302.73 17,117.78 17,973.49 18,869.86 19,813.98 20,805.82 Monthly FIRE DEPUTY CHIEF 77.16 81.02 85.07 89.33 93.79 98.48 Hourly 6,173.04 6,481.49 6,805.44 7,146.53 7,503.12 7,878.48 Bi-Weekly 13,374.92 14,043.22 14,745.12 15,484.14 16,256.76 17,070.04 Monthly FIRE BATTALION CHIEF 48.04 50.44 52.96 55.61 58.39 Hourly (56 Hour Workweek) 5,380.37 5,649.23 5,931.28 6,228.47 6,539.26 Bi-Weekly 11,657.47 12,240.00 12,851.10 13,495.02 14,168.39 Monthly FIRE BATTALION CHIEF 67.25 70.62 74.14 77.86 81.74 Hourly (40 Hour Workweek) 5,380.37 5,649.23 5,931.28 6,228.47 6,539.26 Bi-Weekly 11,657.47 12,240.00 12,851.10 13,495.02 14,168.39 Monthly FIRE MARSHAL 72.13 75.74 79.53 83.51 87.67 Hourly 5,770.75 6,058.80 6,362.35 6,680.59 7,013.52 Bi-Weekly 12,503.30 13,127.40 13,785.10 14,474.62 15,195.96 Monthly BC TRAINING OFFICER STIPEND (7.26% of 40 hr BC Current Step) 40 Hour Workweek 4.88 5.13 5.38 5.65 5.93 Hourly 56 Hour Workweek 3.49 3.66 3.84 4.04 4.24 Hourly 390.61 410.13 430.61 452.19 474.75 Bi-Weekly 846.33 888.62 932.99 979.74 1,028.63 Monthly ATTACHMENT 2 Fire Management Employees Group PJODSchedule Fully 9, 2022 Resolution No. FD 2022-XXX FIRE UNION ASSIGNMENTS OF CLASSIFICATIONS TO PAY RANGES JULY 9, 2022 A B C D E FIRE CAPTAIN 35.22 36.99 38.82 40.76 42.80 Hourly 3,944.71 4,142.34 4,347.97 4,565.03 4,793.51 Bi-Weekly 8,546.87 8,975.08 9,420.61 9,890.90 10,385.94 Monthly FIRE CAPTAIN 35.22 36.99 38.82 40.76 42.80 Hourly SPECIALIST 3,944.71 4,142.34 4,347.97 4,565.03 4,793.51 Bi-Weekly 8,546.87 8,975.08 9,420.61 9,890.90 10,385.94 Monthly FIRE ENGINEER 30.02 31.51 33.10 34.74 36.49 Hourly 3,362.08 3,528.87 3,707.09 3,891.01 4,086.36 Bi-Weekly 7,284.51 7,645.89 8,032.02 8,430.53 8,853.79 Monthly FIREFIGHTER 26.23 27.55 28.93 30.38 31.89 Hourly 2,938.25 3,085.62 3,239.85 3,402.07 3,571.14 Bi-Weekly 6,366.21 6,685.52 7,019.67 7,371.15 7,737.48 Monthly FIELD TRAINING OFFICER 49.30 51.77 54.35 57.07 59.91 Hourly (40 hour Workweek) 3,943.73 4,141.20 4,347.65 4,565.52 4,793.18 Bi-Weekly 8,544.74 8,972.60 9,419.90 9,891.96 10,385.23 Monthly HAZARDOUS MATERIAL STIPEND (5% of Fire Enqr. Step E) (40 Hour Workweek) 2.55 2.55 2.55 2.55 2.55 Hourly (56 Hour Workweek) 1.82 1.82 1.82 1.82 1.82 Hourly 204.32 204.32 204.32 204.32 204.32 Bi-Weekly 442.69 442.69 442.69 442.69 442.69 Monthly PARAMEDIC STIPEND (13.92% of Fire Enqr. Step E) (40 Hour Workweek) 7.11 7.11 7.11 7.11 7.11 Hourly (56 Hour Workweek) 5.08 5.08 5.08 5.08 5.08 Hourly 568.82 568.82 568.82 568.82 568.82 Bi-Weekly 1,232.45 1,232.45 1,232.45 1,232.45 1,232.45 Monthly FIELD TRAINING OFFICER STIPEND (9.3% of Fire Capt. Step E) (40 Hour Workweek) 5.57 5.57 5.57 5.57 5.57 Hourly (56 Hour Workweek) 3.98 3.98 3.98 3.98 3.98 Hourly 445.80 445.80 445.80 445.80 445.80 Bi-Weekly 965.89 965.89 965.89 965.89 965.89 Monthly TECHNICAL RESCUE STIPEND (5% of Fire Enqr. Step E) (40 Hour Workweek) 2.55 2.55 2.55 2.55 2.55 Hourly (56 Hour Workweek) 1.82 1.82 1.82 1.82 1.82 Hourly 204.32 204.32 204.32 204.32 204.32 Bi-Weekly 442.69 442.69 442.69 442.69 442.69 Monthly TERRORISM LIAISON OFFICER STIPEND (2.5% of Fire Enqr. Step E) (40 Hour Workweek) 1.28 1.28 1.28 1.28 1.28 Hourly (56 Hour Workweek) 0.91 0.91 0.91 0.91 0.91 Hourly 102.16 102.16 102.16 102.16 102.16 Bi-Weekly 221.34 221.34 221.34 221.34 221.34 Monthly BA, BS, or Fire Officer Certification (40 Hour Workweek) 1.83 1.83 1.83 1.83 1.83 Hourly (56 Hour Workweek) 1.31 1.31 1.31 1.31 1.31 Hourly 146.31 146.31 146.31 146.31 146.31 Bi-Weekly 317.00 317.00 317.00 317.00 317.00 Monthly MA, MS or Chief Officer Certification (40 Hour Workweek) 2.74 2.74 2.74 2.74 2.74 Hourly (56 Hour Workweek) 1.96 1.96 1.96 1.96 1.96 Hourly 219.23 219.23 219.23 219.23 219.23 Bi-Weekly 475.00 475.00 475.00 475.00 475.00 Monthly ATTACHMENT Fire VnWj & Schedule July 9, 2022 Resolution No. FD 2022-XXX FIRE SUPPORT SERVICES ASSOCIATION SALARY SCHEDULE AS OF JULY 1, 2022 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 ATTACHMENT Fire Support Services Asso iiuB Sit?gy Schedule July 1, 2022 Resolution No. FD 2022-XXX FIRE SUPPORT SERVICES ASSOCIATION SALARY SCHEDULE AS OF JULY 1, 2022 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 ATTACHMENT Fire Support Services Asso iiuB Si� Schedule July 1, 2022 Resolution No. FD 2022-XXX FIRE SUPPORT SERVICES ASSOCIATION SALARY SCHEDULE AS OF JANUARY 1, 2022 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 ATTACHMENT Fire Support Services Asso i B "ry Schedule July 1, 2022 Resolution No. FD 2022-XXX FIRE DISTRICT PART-TIME HOURLY SALARY SCHEDULE AS OF JULY 1, 2022 A B C D E F COMMUNICATIONS TECHNICIAN 24.38 25.60 26.88 28.23 29.64 31.12 Hourly EMERGENCY MEDICAL SERVICES 41.14 43.20 45.36 47.62 50.01 52.51 Hourly QUALITY IMPROVEMENT NURSE FIRE CLERK (one step) 15.00 Hourly FIRE EQUIPMENT MECHANIC 23.22 24.38 25.60 26.88 28.23 29.64 Hourly FIRE INFORMATION SYSTEMS 23.14 24.29 25.51 26.78 28.12 29.53 Hourly TECHNICIAN FIRE PREVENTION ASSISTANT (one step) 15.00 Hourly TEMPORARY/PART-TIME FIRE PREVENTION SPECIALIST 24.49 25.72 27.00 28.35 29.77 31.26 Hourly INSPECTION I MANAGEMENT AIDE 24.01 25.24 26.53 27.88 29.16 30.62 Hourly MANAGEMENT ANALYST 1 27.88 29.31 30.81 32.39 33.87 35.56 Hourly OFFICE SERVICES CLERK 16.85 17.71 18.62 19.57 20.47 21.49 Hourly OFFICE SPECIALIST 1 15.25 16.03 16.85 17.71 18.52 19.45 Hourly OFFICE SPECIALIST II 16.85 17.71 18.62 19.57 20.47 21.49 Hourly PLANS EXAMINER - FIRE 32.08 33.68 35.37 37.13 38.99 40.94 Hourly QUALITY IMPROVEMENT 27.79 29.18 30.64 32.17 33.78 35.47 Hourly SPECIALIST ATTACHMENT 5 Fire District Part -Time HoffVaiwri Schedule my 1, 2022 DATE: June 15, 2022 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: Robert Neiuber, Human Resources Director Lucy Alvarez -Nunez, Management Analyst SUBJECT: Consideration to Adopt a Resolution, Approving the Salary Schedule for the Fiscal Year 2022-23 for Job Classifications Employed by the City, Including a Part-time Employee Benefits Summary. (RESOLUTION NO. 2022-074) (CITY) RECOMMENDATION: Staff recommends that the City Council of the City of Rancho Cucamonga adopt the attached resolution approving the salary schedules for the Fiscal Year 2022-23 for job classifications employed by the City, including a part-time employee benefits summary. BACKGROUND: The City Council traditionally adopts salary resolutions biannually for classifications employed by the City of Rancho Cucamonga. These resolutions are updated to reflect changes in salaries, additions and deletions of classifications, changes in job titles, and other terms of employment. Updates to the salary schedules include terms negotiated and agreed upon in the current Memorandum of Understanding (MOU). ANALYSIS: The attached resolution adopts changes previously approved in the Memorandum of Understanding for the Executive Management Group and the Rancho Cucamonga Management Association (RCMA). The updated Executive Management salary schedule includes a 2% cost of living adjustment effective the first full pay period in July. The updated RCMA salary schedule includes a 3% cost of living adjustment effective the first full pay period in July. In addition, the classifications of Deputy Directors and Senior Executive Assistant will receive a 4% equity adjustment, and the Principal Planner, Senior Planner, and Senior Civil Engineer classifications will receive a 3% equity adjustment effective the second full pay period in July to bring them closer to within 5% of the market average. Changes to the RCMA salary schedule also include the addition of position titles including Deputy Director of Animal Services set equal to the Deputy Director of Information Technology range, Deputy Director of Building and Safety set equal to the Deputy Director of Library Services range, Deputy Director of Economic Development set equal to the Deputy Director of Planning, Page 163 Economic Development Manager set at 5% above the Community Services Superintendent range, and Chief Information Security Officer set at 7% above the Senior IT Analyst range. The addition of these titles is to provide better restructuring within their departments and allow for better service to the community and support to City departments. All other salary schedules, classifications, job titles, and other terms of employment remain the same. Staff recommends that the City Council approve the resolution updating the salary schedules for job classifications employed by the City, including a part-time employee benefits summary for the fiscal year 2022-23. FISCAL IMPACT: Adjustments to the salary schedules and their fiscal impacts were anticipated in the draft FY 2022- 23 budget. COUNCIL MISSION / VISION / GOAL(S) ADDRESSED: This item addresses the City's vision to build on our success as a world -class community, and create an equitable, sustainable, and vibrant city, rich in opportunity for all to thrive. ATTACHMENTS: Attachment 1 — Resolution No. 2022-074 Attachment 2 - Executive Management Employee Group Salary Schedule Attachment 3 - Rancho Cucamonga Management Association Salary Schedule Attachment 4 - Part -Time City Employees' Salary Schedule Attachment 5 - Part -Time Employee Benefit Summary Page 2 Page164 RESOLUTION NO. 2022-XXX A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, APPROVING THE SALARY SCHEDULES FOR THE FISCAL YEAR 2022-23, INCLUDING A PART-TIME EMPLOYEE BENEFITS SUMMARY. WHEREAS, the City Council of the City of Rancho Cucamonga has determined that it is necessary for the efficient operation and management of the City that policies be established prescribing salary ranges, benefits and holidays, and other policies for employees of the City of Rancho Cucamonga; and WHEREAS, the City Council of the City of Rancho Cucamonga has previously adopted salary resolutions establishing salary ranges, benefits, and other terms of employment for employees of the City of Rancho Cucamonga; and WHEREAS the City Council of the City of Rancho Cucamonga recognizes that it is necessary from time to time to amend the salary resolution to accommodate changes in position titles, classifications salary ranges, benefits, and other terms of employment including an outline of State and Federally required benefits afforded to part-time employees; and NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Rancho Cucamonga, California to approve the attached salary schedules for the Executive Management Group, Rancho Cucamonga Management Association, and Part -Time City Positions, including a Part -Time Employee Benefits Summary (Attachments 2-5) effective July 1, 2022. PASSED, APPROVED, AND ADOPTED this 151" day of June 2022. ATTACHMENT 1 Page 165 EXECUTIVE MANAGEMENT GROUP ASSIGNMENTS OF CLASSIFICATIONS TO PAY RANGES Monthly Pay Ranges effective July 4, 2022 Minimum Control Point Maximum Class Title Step Amount Step Amount Step Amount Animal Services Director 1604 $9,667 1644 $11,801 1674 $13,706 Assistant City Manager 1698 $15,449 1738 $18,860 1768 $21,904 Building and Safety Services Director 1609 $9,911 1649 $12,099 1679 $14,052 City Clerk Services Director 1594 $9,196 1632 $11,115 1675 $13,774 City Manager 1756 $20,224 1796 $25,186 1826 $29,252 Community Services Director 1627 $10,842 1667 $13,325 1697 $15,372 Deputy City Manager/Administrative Services 1647 $11,979 1687 $14,624 1717 $16,984 Deputy City Manager/Civic & Cultural Services 1647 $11,979 1687 $14,624 1717 $16,984 Deputy City Manager/ Econ. & Comm. Dev. 1647 $11,979 1687 $14,624 1717 $16,984 Eng Svs Director/City Engineer 1628 �10,896 1668 $13,302 1698 $15,449 Finance Director 1629 $10,950 1669 $13,368 1699 $15,526 Human Resources Director 1621 $10,522 1661 $12,845 1691 $14,919 Innovation and Technology Director 1637 $11,396 1677 1 $13,912 1697 $15,372 Library Director 1615 $10,212 1655 $12,466 1685 $14,479 Planning and Economic Development Director 1625 $10,734 1665 $13,104 1695 $15,219 Public Works Services Director 1609 $9,911 1649 $12,099 1679 $14,052 Fire Chief* A $16,30, F $20,805 * Included for informational purposes only - This is a Fire District Management Employee Group position not a City position ATTACHMENT 2 Page 166 Resolution No. 2022 - RANCHO CUCAMONGA MANAGEMENT ASSOCIATION ASSIGNMENTS OF CLASSIFICATIONS TO PAY RANGES Monthly Pay Ranges Effective July 4, 2022 Minimum Control Point Maximum Class Title Step Amount Step Amount Step Amount Accounting Manager 2525 $6,648 2565 $8,114 2585 $8,966 Animal Center Manager 2506 $6,048 2546 $7,383 2566 $8,156 Assistant to the City Manager 2590 $9,193 2630 $11,222 2650 $12,400 Chief Information Security Officer 2553 $7,645 2592 $9,284 2612 $10,258 City Planner/Planning Manager 2583 $8,878 2623 $10,836 2643 $11,974 Community Affairs Manager 2565 $8,114 2605 $9,908 2625 $10,945 Community Improvement Manager 2533 $6,920 2573 $8,445 2593 $9,332 Community Services Manager 2506 $6,048 2546 $7,383 2566 $8,156 Community Services Superintendent 2536 $7,024 2576 $8,573 2596 $9,472 Cultural Center Manager 2536 $7,024 2576 $8,573 2596 $9,472 Deputy Director of Animal Services 2558 $7,836 2598 $9,566 2618 $10,571 Deputy Director of Building & Safety 2572 $8,403 2612 $10,258 2632 $11,334 Deputy Director of City Clerk Services 2535 $6,989 2575 $8,529 2595 $9,425 Deputy Director of Community Services 2590 $9,193 2630 $11,222 2650 $12,400 Deputy Director of Economic Development 2590 $9,193 2630 $11,222 2650 $12,400 Deputy Dir. Engineering/Deputy City Eng. 2590 $9,193 2630 $11,222 2650 $12,400 Deputy Dir. Engineering/UtiRy Manager 2590 $9,193 2630 $11,222 2650 $12,400 Deputy Director of Engineering 2584 $8,922 2624 $10,891 2644 $12,035 Deputy Director of Finance 2590 $9,193 2630 $11,222 2650 $12,400 Deputy Director of Human Resources 2590 $9,193 2630 $11,222 2650 $12,400 Deputy Dir. of Innovation and Technology 2558 $7,836 2598 $9,566 2618 $10,571 Deputy Director of Library Services 2572 $8,403 2612 $10,258 2632 $11,334 Deputy Director of Planning 2590 $9,193 2630 $11,222 2650 $12,400 Deputy Director of Public Works 2590 $9,193 2630 $11,222 2650 $12,400 Economic Development Manager 2546 1 $7,383 2586 $9,011 2606 $9,956 Environmental Programs Manager 2539 $7,130 2579 $8,702 2599 $9,615 Facilities Superintendent 2536 $7,024 1 2576 $8,573 2596 $9,472 Finance Manager 2559 $7,875 2599 $9,615 2619 $10,624 Library Services Manager 2506 $6,048 2546 $7,383 2566 $8,156 Park/Landscape Maintenance Su t 2536 $7,024 2576 $8,573 2596 $9,472 Plan Check & Inspection Manager 2533 $6,920 2573 $8,445 2595 $9,425 Principal Accountant 2532 $6,885 2572 $8,403 2592 $9,284 Principal Engineer 2582 $8,833 2622 $10,783 2642 $11,914 Principal Librarian 2495 1 $5,725 2535 $6,989 2555 $7,720 Principal Management Analyst 2543 $7,273 2583 $8,878 2603 $9,809 Principal Planner 2537 $7,059 2577 $8,616 2597 $9,518 Procurement Manager 2530 $6,817 2570 $8,320 2590 $9,193 Public Works Maintenance Manager 2566 $8,156 2606 1 $9,956 2626 $10,999 ATTACHMENT 3 Page167 Resolution No. 2022 - RANCHO CUCAMONGA MANAGEMENT ASSOCIATION ASSIGNMENTS OF CLASSIFICATIONS TO PAY RANGES Monthly Pay Ranges Effective July 4, 2022 Minimum Control Point Maximum Revenue Manager 2532 $6,885 2572 $8,403 2592 $9,284 Senior Civil Engineer 2547 $7,419 2587 $9,056 2607 $10,004 Senior Executive Assistant 2460 $4,808 2500 $5,869 2520 $6,485 Senior Planner 2517 $6,389 2557 $7,797 2577 $8,616 Street/Storm Drain Maintenance Su t 2536 $7,024 2576 $8,573 2596 $9,472 Traffic Engineer 2569 $8,279 2609 $10,105 2629 $11.167 Utilities Operations Manager 2524 $6,615 2564 $8,075 2584 $8,922 Veterinarian 2579 $8,702 2619 $10,624 2639 $11,737 ATTACHMENT 3 Page168 Resolution No. 2022 - RANCHO CUCAMONGA MANAGEMENT ASSOCIATION ASSIGNMENTS OF CLASSIFICATIONS TO PAY RANGES Monthly Pay Ranges Effective July 18, 2022 Minimum Control Point Maximum Class Title Step I Amount Step Amount Step Amount Accounting Manager 2525 $6,648 2565 $8;114 2585 $8,966 Animal Center Manager 2506 $6,048 2546 $7,383 2566 $8,156 Assistant to the City Manager 2590 $9,193 2630 $11,222 2650 $12,400 Chief Information Security Officer 2553 $7,645 2592 $9,284 2612 1 $10,258 City Planner/Planning Manager 2583 $8,878 2623 $10,836 2643 $11,974 Community Affairs Manager 2565 $8,114 2605 $9,908 2625 $10,945 Community Improvement Manager 2533 $6,920 2573 $8,445 2593 $9,332 Community Services Manager 2506 $6,048 2546 $7,383 2566 $8,156 Community Services Superintendent 2536 1 $7,024 2576 $8,573 2596 1 $9,472 Cultural Center Manager 2536 $7,024 2576 $8,573 2596 $9,472 Deputy Director of Animal Services 2566 $8,156 2606 $9,956 2626 $10,999 Deputy Director of Building and Safety 2580 $8,744 2620 $10,676 2640 $11,797 De u Director of City Clerk Services 2543 $7,273 2583 $8,878 2603 $9,809 Deputy Director of Community Services 2598 $9,566 2638 $11,679 2658 $12,905 Deputy Director of Economic Development 2598 $9,566 2638 $11,679 2658 $12,905 Deputy Dir. Engineering/Deputy City Eng. 2598 $9,566 2638 $11,679 2658 $12,905 Deputy Dir. Engineering/Utility Manager 2598 $9,566 2638 $11,679 2658 $12,905 Deputy Director of Engineering 2592 $9,284 2632 $11,334 2652 $12,523 Deputy Director of Finance 2598 $9,566 2638 $11,679 2658 $12,905 Deputy Director of Human Resources 2598 $9,566 2638 $11,679 2658 $12,905 Deputy Dir. of Innovation and Technology 2566 $8,156 2606 $9,956 2626 $1.0,999 Deputy Director of Library Services 2580 $8,744 2620 $10,676 2640 $11,797 Deputy Director of Planning 2598 $9,566 2638 $11,679 2658 $12,905 Deputy Director of Public Works 2598 $9,566 2638 $11,679 2658 $12,905 Economic Development Manager 2539 $7,130 2579 $8,702 2599 $9,615 Environmental Programs Manager 2539 $7,130 2579 $8,702 2599 $9,615 Facilities Superintendent 2536 $7,024 1 2576 $8,573 2596 $9,472 Finance Manager 2559 1 $7,875 2599 $9,615 2619 $10,624 Library Services Manager 2506 $6,048 2546 $7,383 2566 $8,156 Park/Landscape Maintenance Su t 2536 $7,024 2576 $8,573 2596 $9,472 Plan Check & Inspection Manager 2533 $6,920 2573 $8,445 2595 $9,425 Principal Accountant 2532 $6,885 2572 $8,403 2592 $9,284 Principal Engineer 2582 $8,833 2622 $10,783 2642 $11,914 Principal Librarian 2495 $5,725 2535 $6,989 2555 $7,720 Principal Management Analyst 2543 $7,273 2583 $8,878 2603 $9,809 Principal Planner 2543 $7,273 1 2583 $8,878 2603 $9,809 Procurement Manager 2530 $6,817 2570 $81320 2590 $9,193 Public Works Maintenance Manager 2566 $8,156 2606 $9,956 2626 $10,999 ATTACHMENT 3 Page169 Resolution No. 2022 - RANCHO CUCAMONGA MANAGEMENT ASSOCIATION ASSIGNMENTS OF CLASSIFICATIONS TO PAY RANGES Monthly Pay Ranges Effective July 18, 2022 Minimum Control Point Maximum Revenue Manager 2532 $6,885 2572 $8,403 2592 $%284 Senior Civil Engineer 2553 $7,645 2593 $9,332 2613 $10,310 Senior Executive Assistant 2468 $5,004 2508 $6,108 2528 $6,748 Senior Planner 2523 $6,582 2563 $8,035 2583 $8,878 Street/Storm Drain Maintenance Su t 2536 $7,024 2576 $8,573 2596 $9,472 Traffic Engineer 2569 $8,279 2609 $10,105 2629 $11,167 Utilities Operations Manager 2524 $6,615 2564 $8,075 2584 $8,922 Veterinarian 2579 $8,702 2619 1 $10,624 2639 $11,737 ATTACHMENT 3 Page170 Resolution No. 2022- PART-TIME CITY POSITIONS ASSIGNMENTS OF CLASSIFICATIONS TO PAY RANGES Hourly Pay Ranges Effective July 1, 2022 Minimum Control Point Maximum Part Time Positions Step Amoun. Step Amount Step Amount Account Clerk 6368 $15.87 6408 $19.37 6449 $23.77 Account Technician 6423 $20.88 6463 $25.49 6497 $30.20 Accountant 6465 $25.74 6505 $31.43 6539 $37.23 Administrative Assistant 6357 1 $15.02 6372 $16.19 6443 1 $23.07 Administrative Intern 6357 $15.02 6360 $15.25 6370 $16.02 Animal Behavior Specialist 6388 $17.54 6428 $21.41 6462 $25.36 Animal Care Attendant 6357 $15.02 6389 $17.62 6422 $20.77 Animal Caretaker 6378 $16.69 6418 $20.36 6452 $24.12 Animal Rescue Specialist 6388 $17.54 6428 $21.41 6462 $25.36 Animal Services Dispatcher 6369 $15.95 6409 $19.47 6443 $23.07 Animal Services Officer 6441 $22.84 6481 $27.88 6495 $29.90 Assistant Engineer 6488 $28.88 6528 $35.25 6562 $41.76 Assistant Planner 6468 $26.13 6508 $31.90 6541 $37.61 Associate Engineer 6518 $33.53 6558 $40.94 6592 $48.50 Associate Planner 6487 $28.73 6527 $35.07 6561 $41.55 Box Office Assistant* 6357 $15.02 Box Office Specialist 6357 $15.02 6361 $15.33 Budget Analyst 6498 $30.35 6538 $37.05 6588 $47.54 Building Inspector 6464 $25.61 6504 $31.27 6523 $34.38 Business License Clerk 6378 $16.69 6418 $20.36 6452 $24.12 Business License Technician 6408 $19.37 6448 $23.65 6482 $28.02 Community Improvement Officer 1 6421 $20.67 6461 $25.23 6495 $29.90 Community Improvement Officer 11 6441 $22.84 6481 $27.88 6515 $33.03 Community Programs Coordinator 6450 $23.89 6490 $29.16 6524 $34.55 Community Programs Specialist 6437 $22.39 6477 $27.33 6511 $32.38 Community Services Coordinator 6450 $23.89 6490 $29.16 6529 $35.42 Community Services Specialist 6357 $15.02 6390 $17.71 6424 $20.98 Community Services Supervisor 6480 $27.75 6520 $33.87 6554 $40.13 Community Services Technician 6437 $22.39 6477 $27.33 6511 $32.38 Customer Care Assistant 6357 $15.02 6372 $16.19 6443 $23.07 Day Custodian 6391 $17.79 Department Director 6562 $41.76 6604 $51.50 6707 $86.07 Department Manager 6525 $34.73 6566 $42.60 6634 $59.81 Deputy City Clerk 6430 $21.62 6470 $26.40 6504 $31.27 Division Supervisor 6416 $20.16 6457 $24.74 6554 $40.13 Electrician 6457 $24.74 6497 $30.20 6535 $36.50 Energy Efficiency Coordinator 6372 $16.19 6412 $19.77 6422 $20.78 Engineering Aide 6421 $20.67 6461 $25.24 6495 $29.90 ATTACHMENT 4 Page 171 Resolution No. 2022- PART-TIME CITY POSITIONS ASSIGNMENTS OF CLASSIFICATIONS TO PAY RANGES Hourly Pay Ranges Effective July 1, 2022 Minimum Control Point Maximum Part Time Positions Step Amoun. Step Amount Step Amount Engineering Intern 6357 $15.02 6360 $15.24 6370 $16.03 Engineering Technician 6441 $22.84 6481 $27.88 6515 $33.03 Environmental Resources Intern* 6357 $15.02 Equipment Operator 6425 $21.09 6465 $25.75 6503 $31.11 Executive Assistant 6394 $18.07 6434 $22.06 6497 $30.20 Fund Development Coordinator 6514 $32.87 6554 $40.13 6574 $44.34 GIS Intern 6357 $15.02 6360 $15.24 6370 $16.03 GIS Programmer/Analyst 6456 $24.61 6496 $30.05 6506 $31.58 GIS Technician 6436 $22.28 6476 $27.20 6510 $32.22 Healthy Cities Coordinator 6372 $16.19 6412 $19.77 6422 $20.78 Human Resources Clerk 6389 $17.62 6429 $21.51 6462 $25.36 Human Resources Technician 6399 $18.52 6439 $22.61 6465 $25.74 Lead Mechanic 6440 $22.73 6480 $27.75 6518 $33.53 Librarian I 6449 $23.77 6489 $29.01 6509 $32.06 Library Assistant 1 6387 $17.44 6427 $21.30 6447 $23.53 Library Assistant II 6428 $21.40 6468 $26.13 6488 $28.87 Library Clerk 6370 $16.02 6410 $19.56 6429 $21.51 Library Director/SIF Trainer 6600 $50.48 6640 $61.63 6650 $64.78 Library Page* 6357 $15.02 Library Technician 6407 $19.L 6447 $23.53 6467 $26.00 Maintenance Technician* 6357 $15.02 Management Aide 6440 $22.73 6480 $27.75 6514 $32.87 Management Analyst 1 6470 $26.40 6510 $32.22 6544 $38.17 Management Analyst II 6498 $30.35 6538 $37.05 6571 $43.68 Management Analyst 111 6529 $35.42 6569 $43.24 6588 $47.54 Mechanic 6430 $21.62 6470 $26.40 6508 $31.90 Meter Technician 6487 $28.73 6527 $35.07 6537 $36.86 Office Services Clerk 6369 $15.95 6409 $19.47 6443 $23.07 Office Specialist 1 6357 $15.02 6372 $16.19 6382 $17.02 Office Specialist II 6357 $15.02 6392 $17.89 6402 $18.80 Outreach Technician 6357 $15.02 6361 $15.33 Park Ranger* 6389 $17.62 Planning Aide 6357 $15.02 6360 $15.24 6370 $16.03 Planning Manager 6583 $46.37 6623 $56.62 6656 $66.74 Plans Examiner 1 6474 $26.92 6514 $32.87 6548 $38.94 PlayschoolInstructor* 6373 $16.27 Principal Management Analyst 6557 $40.73 6597 $49.73 6617 $54.94 Principal Engineer 6567 $42.82 6607 $52.27 6640 $61.62 ATTACHMENT 4 Page 172 Resolution No. 2022- PART-TIME CITY POSITIONS ASSIGNMENTS OF CLASSIFICATIONS TO PAY RANGES Hourly Pay Ranges Effective July 1, 2022 Minimum Control Point Maximum Part Time Positions Step Amoun. Step Amount Step Amount Program Specialist 6357 $15.02 6361 $15.33 Public Services Technician 1 6413 $19.86 6453 $24.25 6487 $28.73 Public Services Technician II 6423 $20.88 6463 $25.49 6497 $30.20 Public Services Technician 111 6443 $23.07 6483 $28.16 6517 $33.36 Public Works Inspector 1 6444 $23.19 6484 $28.31 6518 $33.53 Public Works Inspector 11 6464 $25.62 6504 $31.27 6538 $37.05 Purchasing Clerk 6368 $15.87 6408 $19.37 6418 $20.37 Receptionist 6357 $15.02 6382 $17.02 6392 $17.89 Records Clerk 6357 $15.02 6384 $17.19 6432 $21.83 Records Coordinator 6372 $16.19 6412 $19.77 6459 $24.98 Recreation Leader ll* 6357 $15.02 Secretary 6394 $18.07 6434 $22.06 6444 $23.18 Senior Accountant 6498 $30.35 6538 $37.05 6571 $43.68 Senior Civil Engineer 6543 $37.99 6583 $46.37 6620 $55.77 Signal and Lighting Technician 6452 $24.12 6492 $29.46 6530 $35.60 Theatre Technician 1* 6357 $15.02 Theatre Technician ll* 6407 $19.27 Veterinarian 6579 $45.46 6619 $55.50 6652 $65.42 Veterinary Assistant 6407 $19.27 6447 $23.52 6481 $27.88 Veterinary Technician 6437 $22.40 6477 $27.33 6511 $32.38 * Single Step ATTACHMENT 4 Page173 PART-TIME EMPLOYEE BENEFITS The following benefits are approved via resolution by the City Council of the City of Rancho Cucamonga effective the first full pay period in July 2020. All part-time employees are employed "at -will" and serve at the pleasure of the appointing authority. As such, their services can be discontinued without cause or right of appeal. Each Department determines the number of part-time employees required in order to meet their needs depending on their approved budget for part-time employees and the approval of the City Manager In general, part-time employees are only eligible for mandated State and Federal benefits except for specifically designated Work Life Balance Part-time employees as outlined below under the "Work -life Balance Section." Definition — PART-TIME EMPLOYEE: A person serving in a budgeted position of less than forty (40) hours per week, and typically less than 1,040 hours per year as further defined under City of Rancho Cucamonga Personnel Rules and Regulations Rule XIV (Part -Time, Seasonal and Temporary Employees). Part-time employees are at -will and may be terminated without cause or right of appeal. Retirement Benefits — The City either provides access to retirement benefits through the Accumulation Program for Part -Time Limited -service Employees (APPLE) or the California Public Employees Retirement System (Ca1PERS) as outlined below. APPLE — Part-time employees who work less than 1,000 hours in a fiscal year, are not a current Ca1PERS Member or who otherwise do not qualify for Ca1PERS retirement benefits under State law or Ca1PERS regulations must contribute 7.5% of base pay to APPLE — a required alternative retirement system. Ca1PERS — Part-time employees who work 1,000 hours or more in a fiscal year, are hired to work more than 20 hours per week on average, are current Ca1PERS Members or who otherwise would qualify for Ca1PERS retirement benefits under State law or Ca1PERS regulations must contribute the full employee member contribution towards their Ca1PERS retirement benefits and "New Members" as defined by Ca1PERS must pay half the normal rate. The Ca1PERS retirement benefits available for qualifying part-time employees depend on the date the employee qualified for Ca1PERS benefits. Tier 1 Part-time Employees who qualified for Ca1PERS benefits Before July 3, 2011 § 21354.4 2.5% at 55 Full Formula § 21574 4th Level 1959 Survivor § 20042 1 Year Final Compensation Tier 2 Part-time Employees who qualified for Ca1PERS benefits On or After July 4, 2011 and before January 1, 2013 § 21354 2% @ 55 Full Formula § 21574 4th Level 1959 Survivor § 20037 3 Year Final Compensation F%a"�'&:'t"IMENT 5 Tier 3 Part-time Employees not considered "New Members" by Ca1PERS who qualified for Ca1PERS benefits on or After January 1, 2013 § 21354 2% @ 55 Full Formula § 21574 4th Level 1959 Survivor § 20037 3 Year Final Compensation Tier 4 Part-time Employees meeting the Ca1PERS definition of "New Members" who qualified for Ca1PERS benefits on or After January 1, 2013 § 7522.20 2% @ 62 Full Formula § 7522.32 36 Consecutive Months § 7522.10 Based on Pensionable Compensation Unit members hired on and after January 1, 2013, deemed to be a "new member" as defined in Government Code § 7522.04, shall individually pay an initial Member CALPERS contribution rate of 50% of the normal cost rate for the Defined Benefit Plan in which said "new member" is enrolled, rounded to the nearest quarter of 1 %, or the current contribution rate of similarly situated employees, whichever is greater. This rate can increase based on Ca1PERS regulations. The City does not participate in Social Security except for the mandatory Medicare Program. Medical Insurance Benefits — The City provides access to medical insurance for part-time employees who qualify for the Affordable Care Act (ACA) under the City's policy. In general, employees who work 30 or more hours per week on average per year would qualify, but the City's policy and the federal law determine who specifically qualifies for these benefits. For those part- time employees who qualify for this benefit, the City contributes the cost of the lowest cost self only coverage minus 9.78% of the Federal Poverty Line towards the cost of medical insurance. For example: In 2020, the FPL was $1040.83 per month, and 9.78% of that is $101.79/month. In 2020, the lowest cost self -only coverage cost was Kaiser Dual Coverage costing $439.89.00 per month. Following the policy, the City would pay $338.10 towards any health care plan the ACA eligible part-time employee chooses and the employee would pay the difference, which for the lowest cost self -only coverage would be $101.79. Page175 WORK -LIFE BALANCE PART-TIME EMPLOYEES BENEFITS FOR SPECIFICALLY DESIGNATED POSITION Specifically designated Part-time employees in specific management, supervisory, professional and/or confidential positions, as designated by the City Manager, who are scheduled to work 32 hours per week on a year-round basis, are referred to as work -life balance part-time employees. The City Manager will review and if appropriate amend the list of designated positions at least once per year as part of his/her budget review process. Work -life balance part-time employees participate in the State and Federally required benefits as enumerated above and shall receive the following additional benefits: Medical Insurance: In accordance with the City's ACA policy, work -life balance part-time employees are eligible to participate in the City's medical plan. The City will pay the higher of the ACA policy contribution or 80% of the cost the City would pay for a full-time employee in the same position towards medical insurance premium costs. In 2020, the maximum the City would pay for medical insurance would be $1100 for a full-time employee, so following this policy a work -life balance part-time employee would receive $880 towards the cost of the medical coverage that they choose. Dental Insurance: City paid Vision: City Paid Life Insurance: City Paid $30,000 base coverage Vacation: Work -life balance part-time employees accrue vacation hours at 80% of the rate of full- time employees in the same position. Work -life balance part-time employees can accumulate vacation hours up to two times their annual accrual rate. Once they reach their maximum accrual rate they stop earning vacation hours until they bring their vacation hours below the maximum accrual rate. Work -life balance employees may only cash out vacation hours upon separation from the City. Work -life balance part-time employees transitioning from a full-time position with the City of Rancho Cucamonga may either cash out their vacation per their MOU or carry over their accrued vacation balance to their work -life balance part-time position. Sick Leave: Work -life balance part-time employees accrue 8 hours of sick leave per month. No cash out or buyback of sick leave is provided to work -life balance part-time employees. Work - life balance part-time employees transitioning from a full-time position with the City of Rancho Cucamonga may either cash out their sick leave per their MOU or carry over their accrued sick leave balance to their work -life balance part-time position. Holidays: Work -life balance part-time employees will be compensated for normally scheduled working hours, which fall on official City holidays. The City observes 11 holidays per year: Independence Day, Labor Day, Veteran's Day, Thanksgiving Day and the day following, Christmas Eve, Christmas Day, New Year's Day, Martin Luther King's Birthday, President's Day and Memorial Day. Deferred Compensation Plans: Work -life balance part-time employees are eligible to participate in the City's deferred compensation plans. The City does not contribute. Page 176 ADDITIONAL INFORMATION REGARDING ALL PART-TIME POSITIONS All Part -Time employees are employed "at -will" and serve at the pleasure of the appointing authority. As such, their services can be discontinued without cause or right of appeal. Social Security: The City does not participate in Social Security except for the mandatory Medicare Program. Medicare: Employees hired after 1/1/86, are required to contribute 1.45% of their earnings. All Part -Time employees are subject to specific provisions of the City of Rancho Cucamonga Personnel Rules and Regulations (Rule XIV) and specific provisions of the Policy and Procedures Manual (Policy 200-01) that apply to them. Page 177 CITY OF RANCHO CUCAMONGA PERSONNEL RULES AND REGULATIONS RULE I SECTION 7 DEFINITIONS 33. PART-TIME EMPLOYEE: A person serving in a budgeted position of less than forty (40) hours per week, and typically less than 1,040 hours per year as further defined under Rule XIV (Part -Time, Seasonal and Temporary Employees). Part-time employees are at -will and may be terminated without cause or right of appeal. RULE XIV PART-TIME, SEASONAL AND TEMPORARY EMPLOYEES SECTION 1 Compensation Part-time Employees: Part-time employees hold a budgeted position, and work less than forty (40) hours per week and typically less than 1,040 hours per year. Part time employees shall be paid the hourly rate established by the salary resolution. Seasonal Employees: Seasonal employees shall be paid the hourly rate established by the salary resolution and are employed part-time throughout various seasons. Seasonal employee shall not work more than 1,040 hours per year. Temporary Employees: Temporary employees shall be paid the hourly rate established by the salary resolution and are hired to perform duties for a period of time not to exceed six (6) months of continuous full-time employment. Temporary employees shall not work more than 1,040 hours per year. SECTION 2 Participation in Benefit Programs No part-time, seasonal or temporary employee shall be eligible for participation in any benefit program established by the City, except as required by State and/or Federal law or as may be specifically approved by the City Manager and/or City Council. SECTION 3 Schedules, Position Control, Wage Rates Part-time, seasonal and temporary employees shall work on a prearranged schedule beneficial to both the employee and the City. Part-time, seasonal and temporary positions may be abolished and/or replaced with full-time positions by the City Council. Wage rates for part-time, seasonal and temporary employees shall be established by the City Council. SECTION 4 Merit Increases Part-time, seasonal and temporary employees are eligible for merit increases as provided in Policy Number 200-01 of the Policy and Procedures Manual. SECTION 5 Performance Evaluation No part-time, seasonal or temporary employee shall be eligible for a salary adjustment except as approved by the Personnel Officer upon the recommendation of the department head contained in a Performance Evaluation Report, or such other form as may be required by the Personnel Officer. Said Performance Evaluation Report shall be completed in accordance with the procedures for the completion of Performance Evaluation Reports for full-time employees. Page 178 POLICY NUMBER 200-01 OF THE POLICY AND PROCEDURES MANUAL MERIT INCREASES — PART TIME EMPLOYEES POLICY PURPOSE: This policy is designed to provide general guidance for the provisions of merit increases for part time employees. Consistency and uniformity in its application are the responsibility of the Human Resources Director. Part time employees are defined in the Personnel Rules and Regulations of the City of Rancho Cucamonga, Rule XIV, Part Time, Seasonal and Temporary Employees. This policy pertains to all three designations of part time employees. Pursuant to Section 5, Performance Evaluation the following is enacted. Merit Pay Criteria: Effective January 1, 2016, all newly hired part-time employees will be eligible to receive a performance review and a merit increase of up to five percent in any twelve-month period from the date of hire. Thereafter, they will be eligible for a performance evaluation and merit increase on their anniversary date until they reach the top end of their salary scale. If a part-time employee promotes to a higher classification, his/her promotional date will become the new anniversary date. These employees will be eligible to receive a performance review and a merit increase of up to five percent in a twelve-month period from the date of promotion. Thereafter, they will be eligible for a performance evaluation and merit increase on their anniversary date until they reach the top end of their salary scale. If a current part-time employee has received a performance evaluation and/or merit increase in calendar year 2015, the date of the most recent merit increase shall be used as their anniversary date. They will be eligible for a performance evaluation and merit increase on their anniversary date until they reach the top end of their salary scale. If a current part-time employee did not reach 1,000 hours in any given fiscal year and therefore did not receive a performance review or merit increase in calendar year 2015, then their performance evaluation and merit increase shall be due on their original hire date or date of promotion, whichever is applicable. Thereafter, they will be eligible for a performance evaluation and merit increase on their anniversary date until they reach the top end of their salary scale. All merit adjustments shall be discretionary on the part of the Department Head and could result in no increase. Each adjustment shall be accompanied by an employee evaluation which justifies any increase in pay. Effective July 6, 2020, all part-time merit increases will be reviewed annually in March of each year. Anyone employed and with hours between the first full pay -period of the current fiscal year and the end of March of the same fiscal year would be eligible for a 3% merit increase if they are not at the top step of their hourly salary range. Page 179 This increase would become effective the first full pay period in July of the subsequent fiscal year and would require a part-time employee evaluation. All merit adjustments shall be discretionary on the part of the Department Head and could result in no increase. Any employees hired after March 31 of the current fiscal year would not be eligible for a merit increase until the following fiscal year in conformance with this policy. Employees in positions with one pay range, would not be eligible for merit increases as there is only one hourly pay range for their positions. These positions could be adjusted by the City through the adoption of the budget and hourly salary ranges. When these ranges are adopted these employees would automatically receive the new hourly salary range. If a position with an hourly salary range is changed to a single hourly salary range, those employees with hourly salary ranges below the new hourly rate would move up to the new hourly rate and those employees above the new single hourly rate would be y-rated at their current hourly rate. If a position with a current single hourly salary range has the rate lowered, as a result of an action by the City Council, then all employees in that position would have their hourly rate lowered. RANCHO CUCAMONGA FIRE PROTECTION DISTRICT PERSONNEL RULES AND REGULATIONS SECTION I DEFINITION OF TERMS 11 (c) Part-time — Any employee working a fraction of the normal workday or week whose hours may be regular or irregular. No employee benefits will accrue to part-time employees Page 180 POLICY NUMBER 200-24 OF THE POLICY AND PROCEDURES MANUAL PART TIME, SEASONAL & TEMPORARY EMPLOYEES PAID SICK LEAVE POLICY PURPOSE: To establish a policy for Part -Time, Seasonal and Temporary (PST) City employees regarding accrual of and use of paid sick leave in accordance with the Healthy Workplaces, Healthy Families Act of 2014 that provides up to three (3) days of paid sick leave per year for eligible employees beginning July 1, 2015. I. PAID SICK TIME A. Accrual of Paid Sick Time: Sick time is accrued at the rate of one (1) hour of sick time for every thirty (30) hours worked. 1. PST employees become eligible to accrue sick leave on July 1, 2015, or on the first day of employment if hired after July 1, 2015. 2. PST employees qualify for paid sick leave by working at least thirty (30) days within one year on or after January 1, 2015. 3. PST employees may begin to use their accrued sick time after completing 90 days of employment. PST employees who work less than 90 days are not entitled to take any paid sick leave. 4. The PST employee's paystub will display the number of paid sick hours the employee has accrued. 5. The City will not "lend" sick leave to a PST employee before it has been accrued. 6. Paid sick leave will not be considered hours worked for purposes of overtime calculation. 7. Paid sick leave will not be considered hours worked for purposes of earning paid sick leave. B. Annual Sick Time Use and Accrual limits: PST employees may use up to a maximum of 30 hours (3 days) of accrued leave during a fiscal year and may accrue up to a cap of 60 hours (6 days) of sick time during a fiscal year (e.g., July 1, 2015 to June 30, 2016). 1. This Policy shall be amended beginning March 16, 2020, to allow for PST employees to use all of their accrued hours, up to the cap of 60 hours in a fiscal year in order to address any family related COVID-19 issues such as school closures, or to care for an immediate family member (child (includes any age or dependency status, or for whom the employee is a legal ward or stands in loco parentis), parent (includes person who stood in loco parentis of the employee as a child), parent -in-law, spouse, registered domestic partner, grandparent, grandparent -in-law, great-grandparent, great -grandparent -in-law, grandchild, greatgrandchild, or sibling) for any COVID-19 related issues. This temporary amendment will end December 31, 2020. C. Sick Time Rate of Pay: PST employees shall be compensated for sick time at their regular rate of pay. Page 181 D. Accrued Sick Time Carry -Over: Unused sick time may be carried over from fiscal year to fiscal year. The maximum number of hours that may be carried over into the following fiscal year is 30 hours. E. Minimum Sick Time Use: The minimum amount of sick leave time a PST employee may use is at least in one -hour increments. F. Use of Sick Time: Upon the verbal or written request of a PST employee, the City shall permit the employee to utilize up to a maximum of 30 hours of paid sick leave each fiscal year (i.e., July 1 to June 30) for the following purposes: 1. Diagnosis, care, or treatment of an existing health condition of, or preventative care for, an employee or an employee's eligible family member including: o Child (including a biological, adopted, or foster child, stepchild, legal ward, or a child to whom the employee stands in loco parentis) o Spouse or Registered Domestic Partner o Parent (including biological, adoptive, or foster parent, stepparent, or legal guardian of an employee or the employee's spouse or registered domestic partner, or a person who stood in loco parentis when the employee was a minor child.) o Grandparent, Grandparent -in-law, Great -Grandparent, and Great -Grandparent -in- law o Grandchild and great-grandchild o Sibling. 2. For PST employees who are victims of domestic violence, sexual assault, or stalking, for the purposes described in subdivision(c) of Section 230 and subdivision (a) of Section 230.1 including: o A temporary restraining order or restraining order. o Other injunctive relief to help ensure the health, safety or welfare of themselves or their children. o To seek medical attention for injuries caused by domestic violence, sexual assault, or stalking. o To obtain services from a domestic violence shelter, program, or rape crisis center as a result of domestic violence, sexual assault, or stalking. o To obtain psychological counseling related to an experience of domestic violence, sexual assault, or stalking. o To participate in safety planning and take other actions to increase safety from future domestic violence, sexual assault, or stalking, including temporary or permanent relocation. G. PST Employee Responsibility: 1. PST employees are not responsible for finding other employees to cover shifts due to their use of sick time. 2. PST employees are required to contact their immediate supervisor as soon as practicable when they are unexpectedly unable to work for purposes described in this policy. Page 182 3. Whenever feasible, PST employees shall provide 5 days advance notice of pre - scheduled medical examinations for which they will require sick time. 4. PST employees who used or are planning to use paid sick time will complete a leave request form as soon as practicable as required by their Department. H. Inappropriate use of Sick Time: Inability to work due to intemperance is not an authorized reason for the usage of sick leave. I. Unused Sick Time: No PST employee shall be compensated for, or allowed to exhaust any accrued sick leave upon resignation, including retirement, termination, layoff, or death. J. Sick Leave Accrual Upon Termination of Employment: Unused accrued sick leave at termination shall be reinstated upon return to active status occurring within no more than 12 months of termination. K. Sick Leave Accrual Upon Promotion to Regular Benefited Status: Sick leave accrued while in PST status shall remain intact upon promotion to a regular position, and will thereafter be subject to all rules and policies governing sick leave for regular employees L. Rehire within one Year: If an employee separates from Agency employment and is re -hired by the Agency within one year of the date of separation, previously accrued and unused paid sick leave hours shall be reinstated to the extent required by law. However, if a rehired employee had not yet worked the requisite 90 days of employment to use paid sick leave at the time of separation, the employee must still satisfy the 90 days of employment requirement collectively over the periods of employment with the Agency before any paid sick leave can be used. Leave under this policy may run concurrently with leave taken under other applicable policies as well as under local, state or federal law, including leave taken pursuant to the California Family Rights Act (CFRA) or the Family and Medical Leave Act (FMLA) if the employee and the reason for the absence is eligible for these regulations. Page183 DATE: June 15, 2022 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: Robert Neiuber, Human Resources Director Jenifer Phillips, Deputy Director of Human Resources SUBJECT: Consideration to Adopt a Resolution Approving a Memorandum of Understanding Between the City of Rancho Cucamonga and the Rancho Cucamonga City Employees Association, Including Amending the Salary Schedule for the Fiscal Year 2022-23 and Modifying Paying and Reporting the Value of Employer -Paid Member Contributions to CalPERS. (RESOLUTION NO. 2022-091) (CITY) RECOMMENDATION: Staff recommends that the City Council adopt the attached resolution approving a two -and -a -half - year (2.5) memorandum of understanding between the City of Rancho Cucamonga and the Rancho Cucamonga City Employees Association (RCCEA), including amending the salary schedule for the fiscal year 2022-23 and modifying paying and reporting the value of employer - paid member contribution (EPMC) to CalPERS. BACKGROUND: The City Council previously approved a one-year memorandum of understanding (MOU) between the City of Rancho Cucamonga and the Rancho Cucamonga City Employees Association (RCCEA), effective June 7, 2021, to June 30, 2022. The City and RCCEA began negotiations for the successor MOU in January 2022. After meeting and conferring in good faith, the City and RCCEA came to an agreement in June 2022. ANALYSIS: The parties agreed to a two -and -a -half -year memorandum of understanding, expiring December 31, 2024, and agreed to: 3% cost of living adjustment (COLA) effective the first full pay period in July 2022 and 2.5% COLA effective the first full pay period in July 2023. Represented employees pay 2% of the employer -paid member contribution (EMPC) effective the first full period in July 2022. This eliminates EMPC for all tiers within this bargaining unit. This is part of the City's effort to work with our employees to effectively manage our pension costs over time. Equity adjustments for the Animal Services Supervisor and Human Resources Technician positions to get them closer to 5% of the market effective the second full pay period in June 2023. Page 184 • $75 per month increase towards medical insurance effective the last full pay period in December 2022 and December 2023, and a $50 per month medical increase effective the last full period in December 2024. • $300 per month cash -in -lieu payment beginning in January 2023 for employees who opt out of medical insurance and meet ACA requirements. • Move employees' deferred compensation from the 457 plan to the 401A plan. • Replace the annual performance review with a Professional Development Plan. • Addition of Sick Leave buyback and early retirement notification incentive. • Additional 40 hours of Bereavement Leave • Additional 40 hours of Natal and Adoption Leave. • Modification of vacation accrual rate language to include the ability to provide accruals of up to the equivalent of a ten-year employee upon hire for new employees. • Addition of the City's ability to recover certain professional development costs upon separation under certain circumstances. • City provided Team RC shirt at least once per fiscal year. • $1,000 increase to Tuition Reimbursement for approved College and University courses. • Incorporate language from side letter agreements and update old MOU language. RCCEA voted to approve the negotiated terms Changes to the RCCEA salary schedule include the 3% COLA, and the addition of position titles including Customer Specialist 1/11/III set at the same range as the Public Services Technician 1/11/III range, Information Technology Operations Supervisor set at the same range as Senior Information Technology Specialist, Senior Animal Care Supervisor set at the same range as the Senior Animal Services Officer, Senior Human Resources Business Partner set at the same range as Management Analyst 11, and Utility Marker set at the Public Works Inspector 11 salary range. The addition of these titles is to provide better restructuring within their departments and allow for better service to the community and support to City departments. Staff recommends the City Council adopt the attached resolution approving the two -and -a -half - year MOU between the City and the Rancho Cucamonga Management Association, including amending the salary schedule for the fiscal year 2022-23 and modifying paying and reporting the value of EMPC to CalPERS. Although modifications have been incorporated in the MOU, they must also be adopted by Resolution in accordance with CalPERS regulations. Upon approval of this agreement by the City Council, the MOU would be effective from July 1, 2022, to December 31, 2024. FISCAL IMPACT: The negotiated MOU has a year one cost of $486,500, with an additional $1,481,220 in year two, and $767,310 in the final six months. Adjustments to the salary schedules and their fiscal impacts were anticipated in the draft FY 2022-23 budget. COUNCIL MISSION / VISION / GOAL(S) ADDRESSED: This item addresses the Council's core value of working cooperatively and respectfully with one another, and intentionally embracing and anticipating the future by taking actions to further attract and retain an exceptional workforce. Page 2 Page185 ATTACHMENTS: Attachment 1 — Resolution Attachment 2 — Memorandum of Understanding Attachment 3 — Rancho Cucamonga City Employees Salary Schedule Page 3 Page 186 RESOLUTION NO. 2022- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, APPROVING A MEMORANDUM OF UNDERSTANDING BETWEEN THE CITY OF RANCHO CUCAMONGA AND THE RANCHO CUCAMONGA CITY EMPLOYEES ASSOCIATION, INCLUDING AMENDING THE SALARY SCHEDULE FOR THE FISCAL YEAR 2022-23 AND MODIFYING PAYING AND REPORTING THE VALUE OF EMPLOYER -PAID MEMBER CONTRIBUTIONS TO CALPERS. WHEREAS, representatives of the City of Rancho Cucamonga (City) and the Rancho Cucamonga Management Association (RCMA) have met and conferred pursuant to the provisions of the Meyers-Milias-Brown Act (California Government Code §3500, et seq.) with regard to terms and conditions of employment; and WHEREAS, representatives of the City and the Rancho Cucamonga City Employees Association have agreed upon and presented to this City Council a two -and -a -half -year Memorandum of Understanding effective July 1, 2022, to December 31, 2024. WHEREAS, the City Council of the City of Rancho Cucamonga has previously adopted salary resolutions establishing salary ranges, benefits, and other terms of employment for employees of the City of Rancho Cucamonga; and WHEREAS, the City Council of the City of Rancho Cucamonga recognizes that it is necessary from time to time to amend the salary resolution to accommodate changes in position titles, classifications salary ranges, benefits, and other terms of employment; and WHEREAS, the City Council of the City of Rancho Cucamonga has the authority to implement Government Code Section 20691; and WHEREAS, the City has written labor agreements that specifically provide for the normal member contributions to be paid by the employer; and reported as additional compensation; and WHEREAS, one of the steps in the procedure to modify Section 20691 is the adoption by CITY of a resolution modifying paying and reporting the value of Employer -Paid Member Contributions (EPMC) for employees who meet the conditions set forth; and WHEREAS, the City has identified the following conditions for the purpose of its election to pay EPMC: This benefit shall apply to all miscellaneous employees within the Rancho Cucamonga City Employees Association. This benefit shall be reduced to zero, eliminating the percent the City pays towards the normal contributions as EMPC, and reporting the same percent (value) of compensation earnable* (excluding Government Code Section 20636 (c)(4) as additional compensation for employees hired prior to September 1, 2020, employees hired on or after September 1, 2020, and before July 4, 20211, and employees hired on or after July 4, 2011. ATTACHMENT 1 Page 187 The effective date shall be July 4, 2022 NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA HEREBY RESOLVES that said Memorandum of Understanding with the Rancho Cucamonga City Employees Association is hereby approved and the City Manager is hereby authorized to sign said Memorandum of Understanding on behalf of the City of Rancho Cucamonga, and the City Clerk to attest thereto. THEREFORE, BE IT RESOLVED by the City Council of the City of Rancho Cucamonga, California to approve the attached salary schedules for the Rancho Cucamonga City Employees Association, effective July 4, 2022; and THEREFORE, BE IT RESOLVED by the City Council of the City of Rancho Cucamonga, California to approve the resolution modifying paying and reporting the value of Employer -Paid Member Contributions to CALPERS for the Rancho Cucamonga City Employees Association, effective July 4, 2022. PASSED, APPROVED, AND ADOPTED this 15th day of June 2022. Page 188 MEMORANDUM OF UNDERSTANDING CITY OF RANCHO CUCAMONGA AND RANCHO CUCAMONGA CITY EMPLOYEES ASSOCIATION REPRESENTING THE SUPERVISORY PROFESSIONAL AND GENERAL EMPLOYEES BARGAINING UNITS July 1, 2022 — December 31, 2024 ATTACHMENT 2 Page 189 MEMORANDUM OF UNDERSTANDING (MOU) BETWEEN THE CITY OFRANCHO CUCAMONGA, CALIFORNIA AND RANCHO CUCAMONGA CITY EMPLOYEES ASSOCIATION (RCCEA) SECTION 1: EFFECTIVE DATE The provisions of this MOU are effective July 1, 2022 and shall continue for a thirty (30) month period, ending December 31, 2024. A. NEGOTIATIONS FOR SUCCESSOR MOU The City and RCCEA agree that negotiations for the successor MOU will begin during the second full week in July 2023, which begins on Monday, July 17, 2023. The City and RCCEA agree to meet and confer at least twice per month while negotiations are ongoing, unless both parties mutually agree to fewer meetings in a month. RCCEA agrees to take Tentative Agreements reached at the table to their membership for a ratification by their members within 60 days or they expire. SECTION 2: SALARY SURVEY The City shall conduct a salary survey of labor market cities approximately six months before the start of new labor negotiations for the next MOU. SECTION 3: COST OF LIVING ADJUSTMENT Effective the first full pay period of July 2022, all RCCEA covered employees shall receive a three percent (3%) cost of living adjustment. Effective the first full pay period of July 2023, all RCCEA covered employees shall receive a two- and one-half percent (2.5%) cost of living adjustment. SECTION 4: EQUITY ADJUSTMENT Effective the second full pay period in June 2023, the following RCCEA positions shall receive an equity adjustment to bring them closer to 5% of market: • Animal Services Supervisor — 7% • Human Resources Technician — 6% SECTION 5: SALARY STRUCTURE All employees will be assigned to salary ranges which are no less than 20% (40 salary code steps) below the control point and no more than 10% (20 salary code steps) above the control point. Actual salary within the range is determined by performance, achievement of goals and objectives, or for recent appointments, growth within the position. 2 Page 190 SECTION 6: PROFESSIONAL DEVELOPMENT PLAN AND MERIT INCREASE The annual performance review shall be replaced with a professional development plan and at least two (2) coaching check -ins per year. The City will form a committee of all bargaining groups who have agreed to change from an annual performance review to an annual professional development plan effective July 1, 2022. The committee will review the form(s) and processes not defined in this MOU for members and their supervisors to develop the annual professional development plan. Training and sample forms will be provided to employees and supervisors to assist with the professional development plan and coaching check -ins. The City will review the form(s) and process with this committee at least every three (3) years to assure their usefulness for employees and supervisors. RCCEA covered employees on or starting a probationary period will be eligible receive up to five percent (5%) through the term of their probationary period per the City's Personnel Rules and Regulations, and would then be eligible for a merit increase in the next professional development plan cycle as long as the probationary period was completed before the end of November (e.g., an employee whose probationary period ends during the months of March through November would be eligible for the February increase; an employee whose probationary period ends during the months of December through February would not be eligible for an additional increase until the February of the following year). In November of each year, employees and their supervisors will work together to develop the employee's Professional Development Plan. The plan must be completed by the employee and the supervisor by the end of the second week of December each year. Sample Professional Development Plan Timeline: • First and Second week of November — Employee completes "My Action Plan". • Third and Fourth week of November — Employee and supervisor work together on the Plan, and supervisor reviews the plan with their manager (as determined by the department). • Remainder of November through the second week of December — Supervisor finalizes the employee's Professional Development Plan taking into account the input of the departmental review. Supervisor goes over the Professional Development Plan with the employee prior to submittal. Upon submission of the completed Professional Development Plan in December (as outlined in the timeline above), employees who are not at top step will receive a merit increase of five percent (5%), but no greater than top step, which will be reflected in the first full pay period the following February. There shall be no retroactivity for Professional Development Plans where the employee portion is not timely submitted to the supervisor by the end of the second week of November. If, due to unforeseen circumstances, the employee is unable to submit the Professional Development Plan by the end of the second week of November, the City 3 Page 191 agrees to provide additional time and/or resources as necessary. Employees on a Performance Improvement Plan (PIP) as of December will not be eligible for a merit increase. All Performance Improvement Plans will be reviewed in November. The existing performance review system will end on June 30, 2022, any scheduled merit increases following June 30, 2022, will be processed according to the new once a year Performance Development Plan cycle. Employees below top step that have overdue evaluations as of June 30, 2022, will automatically receive a five percent (5%) merit increase for any outstanding evaluation(s) backdated to when the evaluation was due. The City will do its best to distribute any pay resulting from outstanding evaluations by the end of September 2022. The increases for outstanding evaluations shall not exceed top step of the employee's salary range. SECTION 7: SUPERVISORY PROFESSIONAL BENEFITS Employees designated as Supervisory Professional are not eligible for overtime pay, or compensatory time for working hours over and above the normal daily work schedule. Employees so designated shall be entitled to all benefits provided to general employees and thefollowing: A. Administrative Leave - Fifty (50) hours per fiscal year. Days off must be approved by appropriate supervisor. B. Life Insurance -Additional life insurance in the amount of $20,000 (total $50,000 C. Deferred Compensation - Two percent (2%) of base salary. SECTION 8: LIFE INSURANCE The City provides $30,000 base coverage of life insurance for all employees. Employees who want to purchase additional life insurance coverage with personal funds may do so at the City's group rate. SECTION 9: HEALTH INSURANCE A. LEVEL OF BENEFIT The City shall provide employee and family health insurance for all existing full-time continuous salaried employees within the bargaining group subject to limitation that no such monthly funding by the City shall exceed: $1,175 per month $1,250 per month effective the last full pay period in December 2022. $1,325 per month effective the last full pay period in December 2023. $1,375 per month effective the last full pay period in December 2024 4 Page 192 B. USE OF ACCRUED VACATION FOR ABOVE CITY -PAID CONTRIBUTION MAXIMUM HEALTH INSURANCE Employees who elect a health insurance program with a premium above the City - paid contribution maximum may also elect to use the cash value of redeemed accrued vacation to pay for any above maximum premium. Such use will be on a dollar -for dollar and pre-tax basis. Such election must be made in writing, may cover all or a specified part over the maximum premium, and be effective for one calendar year unless the participant terminates employment with the City during the year (see Appendix A for complete information on this optional benefit). If accrued vacation is insufficient to pay for any above maximum premium, the difference will be deducted from the employee's net pay. This periodic payout will not be included in the computation of overtime and will not counts towards Vacation Buyback. The parties agree that this position will not be used when bargaining, contemplating, or calculating the health insurance benefit. C. CASH IN -LIEU PAYMENT Effective the first full pay period in January 2023, employees may opt out of medical insurance and receive a $300 per month cash in lieu payment if they meet the eligibility requirements. To be eligible, an employee must provide the following: (1) proof that the employee and all individuals for whom the employee intends to claim a personal exemption deduction for the taxable year or years that begin or end in or with the City's plan year to which the opt out applies ("tax family"), have or will have minimum essential coverage through another source (other than coverage in the individual market, whether or not obtained through Covered California) for the plan year to which the opt out arrangement applies ("opt out period"); and (2) the employee must sign an attestation that the employee and his/her tax family have or will have such minimum essential coverage for the opt out period. An employee must sign an attestation every plan year during open enrollment or within 30 days after the start of the plan year. The opt -out payment cannot be made and the City will not in fact make payment if the employer knows that the employee or tax family member does not have such alternative coverage, or if conditions in this paragraph are not otherwise satisfied. D. AFFORDABLE CARE ACT REOPENER The Rancho Cucamonga City Employee Association or City may reopen negotiations on the issue of health insurance benefits to address changes to or the elimination of the ACA and in order to avoid penalties or taxes under the ACA or other statutory scheme that may result from an interpretation of the ACA or other statutory scheme by the Internal Revenue Service or other federal agency (including, but not limited to, a revenue ruling, regulation or other guidance) or state agency, or a ruling by a court of competent jurisdiction. These negotiations will not result in a reduction or increase in the amount the City provides for employee health coverage. 5 Page 193 SECTION 10: RETIREE MEDICAL Subject to the conditions stated below, effective upon a service or disability retirement from City service at or beyond age 55 with 10 consecutive years of City service at the time of retirement, retirees shall be eligible to 100% personally fund, without any City contribution, participation in a group health insurance program(s) which is making group health insurance available to the City's retirees. It is agreed and acknowledged by the parties to this MOU that no representation is or can be made by the City, that such group retiree health insurance is available, or if available, will remain available for any specific future period of time. If no such group health insurance is reasonably available, or if the private carrier(s) terminates such coverage as to the retiree group or any individual group member, the City shall have no obligation/duty to self -fund or otherwise provide insurance or replacement insurance. All premiums for the retiree and/or eligible dependents shall be borne by the retiree. The City shall advance and submit the necessary premiums to the carrier(s), subject to the retiree reimbursing the City not later than 30 calendar days after City payment of the premium. Failure to timely reimburse the City shall result in no further premium payments being made by the City, resulting in termination of insurance coverage. The City's duty to advance said premiums shall terminate at age 65 of the retiree, regardless of whether or not the retiree is eligible for Medicare. City shall advise the group carrier of the insured's status as a retiree. Coverage eligibility shall then be solely determined by the group insurance carrier(s). It is likely that premium rates for retirees and/or dependents shall be greater than rates for employees. Regardless, retirees shall pay 100% of said rates. If at any time, it is determined by any group health insurance carrier that the City is prohibited from seeking premium reimbursement from a retiree, City affiliation and retiree enrollment in said group insurance plan shall immediately terminate upon rendering of the insurance carrier's decision. In such case, no retiree shall seek reimbursement from the City for any prior premiums paid by the retiree to the City as and for premium reimbursement. SECTION 11: RETIREMENT BENEFIT Unit members who do not meet the definition of "new member" under the California Public Employees' Pension Reform Act of 2013 (PEPRA) (those unit members shall be referred to as "classic members") are enrolled in either the CalPERS retirement plan commonly referred to as the 2.5% at age 55 retirement plan ("Tier 1" and "Tier 2"), or in the 2% at age 55 retirement plan ("Tier 3") and shall be provided the benefits as described below: A. Tier 1 — Employees Hired Before September 1, 2010 § 21354.4 2.5% at 55 Full Formula 6 Page 194 § 21574 4th Level 1959 Survivor § 20042 1 Yr Final Compensation Effective July 4, 2011, the City pays the normal eight percent (8%) CalPERS member contribution per Resolution 11-063. 2. Effective 7/11/16, employees shall pay five percent (5%) of their PERSable compensation towards the CalPERS employer contribution per Resolution 15-090. 3. Effective the first full pay period beginning in January of 2019, the City will pay five percent (5%) of the CalPERS member contribution and employees shall pay three percent (3%) of their PERSable compensation towards the CalPERS member contribution and two percent (2%) of their PERSable compensation towards the CalPERS employer contribution per Resolution 18-130. 4. Effective the first full pay period beginning in January of 2020, the City will pay three percent (3%) of the CalPERS member contribution and employees shall pay five percent (5%) of their PERSable compensation towards the CalPERS member contribution per Resolution 19-113. 5. Effective March 14, 2022, the City will pay two percent (2%) of the CalPERS member contribution and employees shall pay six percent (6%) of their PERSable compensation towards the CalPERS member contribution per Resolution 22-028. 6. Effective the first full pay period beginning in July of 2022, employees shall pay the full eight percent (8%) of their PERSable compensation towards the CalPERS member contribution. The City will adopt a resolution to reflect this change prior to the effective date. B. Tier 2 — Employees Hired Between September 1, 2010 and July 3, 2011 § 21354.4 2.5% at 55 Full Formula § 21574 4th Level 1959 Survivor § 20042 1 Yr Final Compensation Effective July 4, 2011, the City pays seven percent (7%) of the normal CalPERS member contribution; employee pays one percentage point (1 %) of the CalPERS member contribution per Resolution 11-063. 2. Effective 7/11/16, employees shall pay four percent (4%) of their PERSable compensation towards the CalPERS employer contribution and one percent (1 %) of their PERSable compensation towards the CalPERS member contribution per Resolution 15-090. 3. Effective the first full pay period beginning in January of 2019, the City will pay five percent (5%) of the CalPERS member contribution, and employees shall pay 7 Page195 three percent (3%) of their PERSable compensation towards the CalPERS member contribution and two percent (2%) of their PERSable compensation towards the CalPERS employer contribution per Resolution 18-130. 4. Effective the first full pay period beginning in January of 2020, the City will pay three percent (3%) of the CalPERS member contribution, and employees shall pay five percent (5%) of their PERSable compensation towards the CalPERS member contribution per Resolution 19-113. 5. Effective March 14, 2022, the City will pay two percent (2%) of the CalPERS member contribution and employees shall pay six percent (6%) of their PERSable compensation towards the CalPERS member contribution per Resolution 22-028. 6. Effective the first full pay period beginning in July of 2022, employees shall pay the full eight percent (8%) of their PERSable compensation towards the CalPERS member contribution. The City will adopt a resolution to reflect this change prior to the effective date. C. Tier 3 — Employees Hired on or After July 4, 2011 § 21354 2% @ 55 Full Formula § 21574 4th Level 1959 Survivor § 20037 3 Yr Final Compensation 1. Effective July 4, 2011, the City pays six percent (6%) of the normal CalPERS member contribution; employee pays one percentage point (1 %) of the CalPERS member contribution per Resolution 11-063. 2. Effective 7/11/16, employees shall pay four percent (4%) of their PERSable compensation towards the CalPERS employer contribution for a total of one percent (1 %) of the CalPERS member contribution and four percent (4%) of the employer contribution per Resolution 15-090. 3. Effective the first full pay period beginning in January of 2019, the City will pay four percent (4%) of the CalPERS member contribution and employees shall pay three percent (3%) of their PERSable compensation towards the CalPERS member contribution and two percent (2%) of their PERSable compensation towards the CalPERS employer contribution per Resolution 18-130. 4. Effective the first full pay period beginning in January of 2020, the City will pay two percent (2%) of the CaIPERS member contribution and employees pay five percent (5%) of their PERSable compensation towards the CalPERS member contribution per Resolution 19-113. 8 Page 196 5. Effective March 14, 2022, the City will pay one percent (1 %) of the CalPERS member contribution and employees shall pay six percent (6%) of their PERSable compensation towards the CalPERS member contribution per Resolution 22-028. 6. Effective the first full pay period beginning in July of 2022, employees shall pay the full seven percent (7%) of their PERSable compensation towards the CalPERS member contribution. The City will adopt a resolution to reflect this change prior to the effective date. D. It is understood that all contributions paid by the employee as described in Parts A through C above shall be calculated based upon the full base salary of the employee, plus any additional PERSable compensation, and any Employer Paid Member Contributions (EPMC). E. The City pays EPMC for the various "Tiers" as outlined above and reports the value of EPMC payments as special compensation. The parties agree that to the extent permitted by law, this is special compensation and shall be reported as such pursuant to Title 2 CCR, Section 571(a)(1)(F) as Value of Employer -Paid Member Contributions. The parties also agree that the City has no additional obligation or costs should CalPERS, the State or the IRS determine otherwise. The City adopted a resolution providing that all employee CalPERS contributions shall be deducted on a pre-tax basis to the extent permitted by law or IRS regulation. All employee payments of the employer share are done pursuant to Government Code Section 20516(f). There shall be no sunset date to any provision in Section 30. F. The California Public Employees' Pension Reform Act of 2013 (PEPRA) - As it may from time to time exist, the PEPRA shall in its entirety be given full force and effect. Any provision in this MOU which contradicts any provision of the PEPRA shall be deemed null and void, with the contrary PEPRA provision(s) being given full force and effect. Therefore, no provision of PEPRA shall be deemed to impair any provision of this MOU or any MOU, Agreement, Rule or Regulation predating this MOU. PEPRA includes, but is not limited to, the provisions described below: Unit members hired on and after January 1, 2013, deemed to be a "new member" as defined in Government Code§ 7522.04, shall individually pay an initial Member CALPERS contribution rate of 50% of the normal cost rate for the Defined Benefit Plan in which said "new member" is enrolled, rounded to the nearest quarter of 1 %, orthe current contribution rateofsimilarly situated employees, whichever isgreater. Unit members who are "new members" and miscellaneous employees on and after January 1, 2013, shall be enrolled in the 2%@ 62 retirement formula (Govt. Code§ 7522.20). Unit members who are "new members" on and after January 1, 2013, shall have "final compensation" measured by the highest average annual pensionable 9 Page 197 compensation earned by the member during a period of at least 36 consecutive months (Section 7522.32.), and their retirement benefits shall be calculated based on "pensionable compensation" (Section 7522.10) rather than "compensation earnable" (Section 20636). G. In addition, the City has adopted the PARS Retirement Enhancement Plan generally described as .5% (one-half percent) at 55 or at 60, depending upon the employee's hire date, for all miscellaneous employees hired on or prior to December 31, 2012. To be eligible, employees must be at least age 56, have ten (10) years of full-time continuous service and retire from the City. This benefit will be paid to qualified retirees in addition toany CalPERS benefits to which they are entitled. H. Employer Paid Member Contribution (EPMC) 1. Effective July 4, 2011: This benefit shall consist of paying eight percent (8%) of the normal contributions as EPMC and reporting the same percent (value) of compensation earnable (excluding Government Code Section 20636(c)(4)) as additional compensation for employees hired prior to September 1, 2010. This benefit shall consist of paying seven percent (7%) of the normal contributions as EPMC and reporting the same percent (value) of compensation earnable (excluding Government Code Section 20636(c)(4)) as additional compensation for employees hired on or after September 1, 2010. This benefit shall consist of paying six percent (6%) of the normal contributions as EPMC and reporting the same percent (value) of compensation earnable (excluding Government Code Section 20636(c)(4)) as additional compensation for employees hired on or after July 4, 2011. Payment of EPMC and reporting the value of EPMC on compensation earnable is on pay rate and special compensation except special compensation delineated in Government Code Section 20636(c)(4)) which is the monetary value of EPMC on compensation earnable. 2. Effective the first full pay period in January of 2019: This benefit shall consist of paying five percent (5%) of the normal contributions as EPMC and reporting the same percent (value) of compensation earnable (excluding Government Code Section 20636(c)(4)) as additional compensation for employees hired prior to September 1, 2010. This benefit shall consist of paying five percent (5%) of the normal contributions as EPMC and reporting the same percent (value) of compensation earnable (excluding Government Code Section 20636(c)(4)) as additional compensation for employees hired prior to September 1, 2010, and before July 4, 2011. This benefit shall consist of paying four percent (4%) of the normal contributions as EPMC and reporting the same percent (value) of compensation earnable (excluding 10 Page 198 Government Code Section 20636(c)(4)) as additional compensation for employees hired on or after July 4, 2011. 3. Effective the first full pay period in January of 2020: This benefit shall consist of paying three percent (3%) of the normal contributions as EPMC and reporting the same percent (value) of compensation earnable (excluding Government Code Section 20636(c)(4)) as additional compensation for employees hired prior to September 1, 2010. This benefit shall consist of paying three percent (3%) of the normal contributions as EPMC and reporting the same percent (value) of compensation earnable (excluding Government Code Section 20636(c)(4)) as additional compensation for employees hired prior to September 1, 2010, and before July 4, 2011. This benefit shall consist of paying two percent (2%) of the normal contributions as EPMC and reporting the same percent (value) of compensation earnable (excluding Government Code Section 20636(c)(4)) as additional compensation for employees hired on or after July 4, 2011. Payment of EPMC and reporting the value of EPMC on compensation earnable is on pay rate and special compensation except special compensation delineated in Government Code Section 20636(c)(4)) which is the monetary value of EMPC on compensation earnable. 4. Effective March 14, 2022: This benefit shall consist of paying two percent (2%) of the normal contributions as EPMC and reporting the same percent (value) of compensation earnable (excluding Government Code Section 20636(c)(4)) as additional compensation for employees hired prior to September 1, 2010. This benefit shall consist of paying two percent (2%) of the normal contributions as EPMC and reporting the same percent (value) of compensation earnable (excluding Government Code Section 20636(c)(4)) as additional compensation for employees hired prior to September 1, 2010, and before July 4, 2011. This benefit shall consist of paying one percent (1 %) of the normal contributions as EPMC and reporting the same percent (value) of compensation earnable (excluding Government Code Section 20636(c)(4)) as additional compensation for employees hired on or after July 4, 2011. Payment of EPMC and reporting the value of EPMC on compensation earnable is on pay rate and special compensation except special compensation delineated in Government Code Section 20636(c)(4)) which is the monetary value of EMPC on compensation earnable. 5. Effective the first full pay period beginning in July 2022, this benefit will be reduced to zero percent (0%), eliminating EPMC for all tiers within the bargaining unit. 11 Page 199 SECTION 12: VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION (VEBA) The City has established a Voluntary Employee Benefit Association (VEBA) through the California Government Voluntary Employee Benefit Association to assist employees with planning for future health care expenses. Employees are allowed a onetime election to opt into the plan. Represented employees shall be eligible to participate in the plan according to a schedule negotiated separately from this agreement. Contributions to the Plan shall be made as City contributions through a salary reduction arrangement. All contributions made on behalf of employees through such salary reduction arrangement are made on a pre-tax basis in accordance with IRS provisions. No Employer contributions are to be made to the plan. At the discretion of the applicable bargaining unit, contributions may be amended once per year provided that such amendment is permitted by IRS regulations and in conformity with the Plan Document. SECTION 13: DEFERRED COMPENSATION Effective the first full pay period in July, or as soon as possible thereafter, the City will match dollar for dollar up to $50 per month and 1 % of monthly base salary per month in a 401(a) deferred compensation account for any RCCEA covered employee who pays up to $50 and 1 % of monthly base salary into a 401(a) deferred compensation account through payroll deductions. Effective the first full pay period in July 2021, Deferred Compensation participation for new bargaining unit members shall be automatic with an opt -out provision for new members. The contribution made by the employee through automatic enrollment will be capped at maximum contribution of $50 per month. These provisions are in addition to any other deferred compensation provisions in this MOU. SECTION 14: FLEXIBLE SPENDING ACCOUNT PLAN UNDER SECTION 125 The City has established a flexible spending account plan managed by a third -party administrator that is open to voluntary participation ofinembers inthebargaining unit. The City agrees to pick up all administrative fees associated with maintaining this program for bargaining unit members (including but not limited to debit card fees). SECTION 15: DENTAL INSURANCE The City shall provide a dental insurance plan for all full-time continuous salaried employees within the bargaining unit. SECTION 16: OPTICAL INSURANCE The City shall provide an optical insurance plan for all full-time continuous salaried employees within the bargaining unit and elected officials. SECTION 17: BEREAVEMENT LEAVE When a death occurs in the family of a full-time employee, the employee shall be granted up 12 Page 200 to 80 hours of bereavement leave with pay. A death certificate or other acceptable evidence may be required by the City Manager or designee before leave is allowed. Family members are defined as follows: employee's spouse or domestic partner, employee's parents, employee's grandparents, employee's children, son-in-law, daughter-in-law, employee's siblings, or employee's grandchildren, employee's spouse or domestic partner's parents, employee's spouse or domestic partner's grandparents, grandparents -in-law, brother-in-law, sister-in-law, employee's spouse or domestic partner's children, employee's spouses grandchildren, or a blood relative residing with employee. The City Manager or designee shall approve such bereavement leave. (References to domestic partner refer to registered domestic partners, as defined by California Family Code Section 297.) Employees are eligible for an additional forty (40) hours of bereavement leave, in addition to the currently provided eighty (80) hours, when the bereavement leave is related to the employee's spouse or domestic partner, employee's parents, employee's children, son-in- law, daughter-in-law, or employee's siblings, employee's spouse or domestic partner's parents, employee's spouse or domestic partner's children, or a blood relative residing with the employee. The parties agree to review any usage concerns in January 2023. SECTION 18: PERSONAL LEAVE Employees can use up to 40 hours of accrued sick leave, vacation, administrative leave, or holiday time as personal leave. These 40 hours can be used incrementally (i.e., 1 hour, 1/2 hour) throughout the fiscal year. Use of this time is for situations requiring the employee's attention and needs to be cleared with their supervisor when using this time. SECTION 19: VACATION All full-time employees shall, with continuous service, accrue working hours of vacation monthly according to the following schedule. Length of Service Hours Accrued Annual Hours in Years Per Pay Period Accrued 1 3.077 80 2 3.461 90 3 3.846 100 4 4.230 110 5 4.615 120 6-8 5.000 130 9 5.384 140 10 5.769 150 11-13 6.153 160 14 6.538 170 15+ 6.923 180 SECTION 20: VACATION CAP Any hours accrued over 1040 hours will be cashed out using the options below: ■ Cash ■ Deferred compensation contributions as allowed by law 13 Page 201 The employees make an irrevocable decision before the end of the calendar year and the payment or distribution will occur in April. SECTION 21: VACATION BUYBACK Annually, any employee that wants to have the City buy back vacation hours shall make an irrevocable election to do so. The irrevocable election shall be submitted in writing to the City's Human Resources Department on or before December 15 and shall indicate the number of hours of vacation that the employee expects to earn in the following calendar year that the employee wants the City to buy back, with a minimum buy back of 20 hours up to a maximum of 160 hours. This buyback shall occur twice annually, in June (between the last payday in June and the first payday in July) and November (between the last payday in November and the first payday in December), and the employee must indicate the total amount of hours they want paid out in June and in November. Regardless of the number of hours requested to be cashed out at either time, the most the City can cash out is the number of hours accrued and available in that calendar year to date. Employees must maintain a minimum of 40 hours of accrued vacation subsequent to any payment of vacation buyback time. SECTION 22: VACATION ACCRUAL City Manager may provide an accrual rate for new employees up to the equivalent of a ten- year employee upon hire. This is important as many experienced candidates have a significant time in the public sector and might have to begin at a much lower accrual rate than they receive at their current agency. SECTION 23: SICK LEAVE All full-time employees shall, with continuous service, accrue 120 hours of sick leave annually. Sick leave accrual (10 hours/month), begins on the first day of employment and can be taken after ninety (90) days of service. A. Personal Sick Leave Employees can use sick leave for personal illness, injury, a health -related reason (such as the diagnosis, care or treatment of a health condition), or preventive care. B. Family Sick Leave Employees can use sick leave for the illness or injury of a health -related reason (such as the diagnosis, care or treatment of a health condition), or preventive care of qualified family member. For the purpose of Family Sick Leave, a qualified member means the employee's: child (includes any age or dependency status, or for whom the employee is a legal ward or stands in loco parentis), parent (includes person who stood in loco parentis of the employee as a child), parent -in-law, spouse, registered domestic partner, grandparent, grandparent -in-law, great-grandparent, great -grandparent -in-law, grandchild, great- grandchild, or sibling. 14 Page 202 C. Other Statutory Use Sick leave can be used to cover an absence for an employee who is a victim of domestic violence, sexual assault, or stalking to: (a) Obtain or attempt to obtain a temporary restraining order or other court assistance to help ensure the health, safety, or welfare of the employee or their child(ren). (b) Obtain medical attention or psychological counseling; services from a shelter; program or crisis center; or participate in safety planning or other actions to increase safety. D. Medical Certification In the event sick leave absences due to personal illness or injury, which exceeds three (3) consecutive workdays, the Department Head or Human Resources may require a physician's statement indicating the employee's fitness to return to work. Should the City suspect that there is an abuse of sick leave by an employee, the City may require that the employee submits to Human Resources a physician's certification to support the absence. SECTION 24: SICK LEAVE BUYBACK AND EARLY RETIREMENT NOTIFICATION INCENTIVE Effective the first full pay period in July 2022, if employees within the bargaining unit separate their city employment after five (5) years of continuous service, the City will buyback 130 hours of sick leave so long as the employee provides at least two weeks' written notice of their intent to separate. Effective the first full pay period in July 2022, if employees within the bargaining unit provide early notification of their intent to retire from City service, the City will pay the employee for additional accrued sick leave hours in accordance with the schedule below. Notification must be submitted in writing to the Human Resources Department in the form of an irrevocable letter of resignation with intent to retire. Notification of at least six (6) months (180 calendar days) shall be eligible for seventy- five (75) hours of additional sick leave buyback. Notification of at least four (4) months (120 calendar days) shall be eligible for fifty (50) hours of additional sick leave buyback. Notification of at least two (2) months (60 calendar days) shall be eligible for twenty (20) hours of additional sick leave buyback. *Employees must have leave available in order to be eligible for the additional buyback. Use of vacation and/or management leave during the time between the notification and the employee's retirement date will not be counted toward the required notification periods in the schedule above. 15 Page 203 SECTION 25: HOLIDAYS The City Offices shall observe the following 14 holidays. All full time continuous salaried employees shall be compensated at their regular rate for these days. "' July 4 (2) First Monday of September (3) November 11 (4) Fourth Thursday of November (5) Day following Thanksgiving (') December 24 (7) December 25 (8) January 1 (9) Third Monday of January (10) Third Monday of February al> Last Monday of May Independence Day Labor Day Veteran's Day Thanksgiving Day Floater Day preceding Christmas Christmas Day New Year's Day Martin Luther King's Birthday President's Day Memorial Day (12) Three discretionary days may be taken by an employee at his/her convenience subject to approval of the department head. Days may not be carried over from one fiscal year to the next. Whenever a holiday falls on a Sunday, the following Monday shall be observed as a holiday. Whenever a holiday falls on a Friday or Saturday, the preceding Thursday shall be observed as the holiday. When a holiday combination occurs (Thanksgiving, Christmas, etc.) where two consecutive days are holidays and it would result in the City Hall being open to serve the public only 2 days during the week, only one of the holidays will be observed and the other holiday will become a floating holiday, except as provided during a Holiday Closure pursuant to Section 38. For example, for Thanksgiving, Thursday will be observed as the regular holiday; however, Friday will become a floating holiday to be used at a later date. In the instance of Thanksgiving, Christmas, or New Year's, employees will have until June 30 to use those floating holidays accrued between Thanksgiving and New Years. Also, those days will not accrue as floating holidays until the actual holiday has occurred. Each year the City will designate which days will be observed and which are floating holidays. Employees who are eligible to bank a holiday have until June 30 (end of fiscal year) to use the banked holiday earned from July 1 through April 30. Any holiday banked in May and June; employees have until September 30 to use the banked holiday. SECTION 26: HOLIDAY TIME The City agrees that employees who are assigned to work on a holiday, whether or not their regular shift assignment requires they work that day, are eligible for pay at time and one-half for working that day. This time and one-half may be taken as compensation or put in a compensatory time off bank, (in effect, compensating at double time and one-half). That rate of compensation is tallied as follows: The ten hours compensation for the holiday, plus compensation at time and one-half for the hours actually worked. This payment at time and 16 Page 204 one-half abrogates the employee's right to that holiday. SECTION 27: PREMIUM HOLIDAY COMPENSATION Maintenance employees in the bargaining unit required as part of the regular work assignment to work on Christmas Day, New Year's Day, Independence Day, or Thanksgiving Day, are allowed to observe the holiday on another day. Additionally, these employees who work on the aforementioned designated holidays may select to receive compensation on that holiday at time and one-half for the ten-hour shift or take a second holiday as time off at a later date. SECTION 28: HOLIDAY FACILITY CLOSURE During the term of this MOU, there will be Holiday Facility Closures, certain City facilities may close in conjunction with the Christmas and New Year's holidays. Closure dates for City facilities shall be determined by the City in order to balance the impact on public services. The City will strive to provide a schedule of Holiday Facility closures at least six months or more in advance of the closure. During a holiday closure, affected represented employees may take paid leave from holiday, management leave, compensatory time, vacation accruals, or use unpaid leave. When holiday closures are implemented by the City, section21's provisions regarding consecutive holidays shall not apply. SECTION 29: NATAL AND ADOPTION LEAVE WITHOUT PAY The City shall provide employees within the bargaining unit up to four months natal and adoption leave for the birth or adoption of a child including the paid leave as outlined below; such leave shall be pursuant to the provisions of the California Pregnancy Disability Act ("PDA"; California Government Code Section 12945), if applicable. The City's PDA policy is incorporated herein by reference. Employees on this leave of absence without pay beyond the four -month period will be responsible for the payment of medical, dental, and optical premiums to keep the coverage in force during the leave of absence. SECTION 30: NATAL AND ADOPTION LEAVE WITH PAY Employees within the bargaining unit are granted up to 120 hours of natal and adoption leave with pay for the birth or adoption of a child, however, use of the 120 paid hours does not extend any time charged under FMLA or CFRA or additional state and federal laws. Any paid time required beyond this initial 120 hours must be charged to sick leave, vacation, compensatory or floating holiday time. SECTION 31: WORKERS COMPENSATION LEAVE Any employee covered herein who is receiving disability payments under the "Workers Compensation Act of California" for on-the-job injuries sustained while engaged in the performance of duties of any such City position, shall receive from the City during the first three months of such disability absence, payments in an amount equal to the difference between the disability payments received under Workers Compensation Act and the employee's full salary. Such payments by the City should be made without any deduction 17 Page 205 from accrued sick leave benefits. The City's obligation forsuch payments shall commence on the first (1st) day of such disability absence. In the event the employee's disability absence should exceed three months, an employee shall be allowed to supplement the Workers Compensation benefit received under State law with available accrued sick leave, accrued vacation leave or accrued compensatory time. The total number of leave hours, along with the Workers Compensation benefit, shall not exceed the employee's base pay for each day of the leave. For this purpose, accrued leave hours can only be used in one -hour increments. SECTION 32: MILITARY LEAVE Employees required to serve military leave will be compensated pursuant to the Military and Veterans Code. To qualify for compensation, the military orders must be submitted to the supervisor prior to their tour of duty and must be attached to the timecard for that pay period. SECTION 33: MILITARY SERVICE BUYBACK Employees have the option for military service buy back at the employee's expense. SECTION 34: OVERTIME For the purposes of overtime calculations only hours worked, vacation leave, holiday leave, and comp time shall be considered hours worked. Use of sick leave does not count towards hours worked for the purposes of determining overtime. Overtime is compensated at 1.5 times the employee's Fair Labor Standards Act (FLSA) rate of pay. Only hours worked as defined here shall be considered for the purpose of calculating the FLSA pay. A. Maintenance (Non -Teamsters) The City agrees that employees who are sent home to rest and to be available to work additional hours as a result of a storm or impending emergency situation and are not subsequently recalled to work, will be compensated for the hours not worked in that shift, due to them having been sent home, to bring the total hours to 8 or 10 worked in that shift depending on their regularschedule. Employees who are subsequently recalled to work the storm or an emergency situation will work no more than 12 consecutive hours. Any hours worked in excess of 8 or 10 in that 12-hour shift depending on their regular schedule will be paid at time and one-half, regardless of the total numbers of compensated hours for that workweek. SECTION 35: COMPENSATORY TIME An employee that works overtime may decide to accrue compensatory time off (CTO) at 1.5 times the number of overtime hours worked instead of receiving immediate payment for overtime worked. The maximum CTO that an employee may accrue is 240 hours. Once an employee reaches that accrual cap, all additional overtime worked shall be paid. Employees may use CTO as time off, subject to supervisor approval. Supervisor shall not unreasonably m Page 206 withhold approval for use of accrued CTO, and the need to replace the employee using CTO with another employee on overtime shall not be the basis for denying a requested use of CTO. SECTION 36: CALL BACK PAY (NON-EXEMPT) If an employee is required to be called back to work after completing his or her normal shift or after having left City premises or the employee's work location, the employee shall be compensated at the rate for each hour worked on call back with a minimum of two (2) hours call back compensation at the appropriate rate, regardless of whether the employee actually works less than two (2) hours. The time starts when the call back call is received by the employee. Employees must arrive at the worksite and perform the work required in order to receive callback pay. When an employee is called on his/her day off or after hours for work purposes, the employee shall be compensated at the appropriate rate of pay or in comp time if applicable for the actual time worked, rounded to the nearest quarter hour (.25). SECTION 37: ON CALL PAY Employees required to be on call shall be compensated at the rate of $200.00 per week. SECTION 38: BILINGUAL PAY Bargaining Unit employees who qualify for bilingual pay will be provided such at $75.00 per month, Each Department Head will determine the number of employees needed to perform translation duties per department, subject to review and approval of the Deputy City Manager/ Administrative Services. Employees who receive bilingual pay are expected to perform translation services for their Department and for other City Services should the need arise. An updated list of the employees receiving bilingual pay will be provided every six -months or as changes occur. Bilingual duties will be distributed as equitable as possible. SECTION 39: SAFETY FOOTWEAR AND UNIFORMS A. Safety Footwear The City will provide up to $350.00 annually toward the purchase of safety footwear at a city designated vendor for employees required to wear safety footwear in the performance of their job duties. The current classification of employees who may be required to wear safety footwear are Animal License Canvasser, Animal Services Officer I & 11, Assistant Engineer, Building Inspector, Building Inspector Supervisor, Business License Technician, Community Improvement Officer I & 11, Community Improvement Supervisor, Environmental Programs Coordinator, Environmental Programs Inspector, Fleet Supervisor, Maintenance Supervisor, Public Works Inspector, Public Works Inspector I, Public Works Inspector 11, Safety Coordinator, Senior Animal Services Officer, Senior Building Inspector, Senior Electrician, and Supervising Public Works Inspector. 19 Page 207 Effective the first full pay period in July 2021, this allowance would permit the use of the allowance for the purchase of both shoes and accessories. 1:mv, in .T 1I The City may provide uniforms (including shirts) and/or maintenance of uniforms for the following positions: Animal Care Attendant, Animal Caretaker, Animal Care Supervisor, Animal Handler, Animal License Canvasser, Animal Services Dispatcher, Animal Services Officer I & II, Building Inspector, Business License Technician, Community Improvement Officer I & 11, Fleet Supervisor, Maintenance Supervisor, Administrative Assistant (Animal Care & Services), Senior Building Inspector, Senior Electrician, Theatre Production Supervisor, and Theatre Technician III. The City will provide 4-5 shirts per year for positions required to wear City shirts: Community Improvement Officers (Senior I &II), Business License Technicians, Building Inspectors (I & II) and Technicians, Public Works Inspectors (I & II). The City reports CalPERS on an annual basis the actual value of compensation paid or the monetary value for the purchase, rental and/or maintenance of required clothing for RCCEA covered CaIPERS' Classic Members. The parties analyzed the value and determined it shall not exceed $580.00 per fiscal year. The parties agree that to the extent permitted by law, this is special compensation and shall be reported as such pursuant to Title 2 CCR, Section 571 (a)(5) Statutory Items. The parties also agree that the City has no additional obligation or costs should CalPERS, the State or the IRS determine otherwise. SECTION 40: TEAM RC WORK APPAREL The City will provide bargaining unit members with one Team RC shirt per fiscal year at a cost not to exceed $50. SECTION 41: TUITION REIMBURSEMENT FOR APPROVED COLLEGE AND UNIVERSITY COURSES Reimbursements by the City of the following enumerated college and/or university course expenses shall not exceed three thousand three hundred dollars ($3,300.00) during any fiscal year. Eligibility for said reimbursement in an amount not to exceed $3,300.00 in any one fiscal year shall be contingent upon a determination by the employee's department head or his designee that all the following conditions precedent exists: A. Expenses shall be incurred as regards coursework undertaken at a college or university that is licensed/accredited by one of the six regional accreditors involved in higher education accreditation in the United States. B. The applicant for reimbursement shall represent to the Personnel Department Page 208 documentation prepared by the accredited/licensed college or university which evidences the applicant's receipt of a grade of "C" or "pass" in a pass/fail class. As regards each class for which reimbursement is sought (where an employee is simultaneously enrolled in multiple approved classes and does not receive a "C" or "pass" in any one or more of such classes, the amount of expenses subject to City's reimbursement shall be reduced and/or as appropriate, pro -rated to reflect no reimbursement being made for expenses related to classes where the minimal grade was not received). C. Eligibility for reimbursement for said expenses shall be confined to either: 1) those courses that in and of themselves consist of curriculum which is predominately related to the development of skills reasonably anticipated by the City to enhance the applicant's job performance (by means of a non -inclusive example only, art classes would not qualify for reimbursement); or 2) where the employee has declared a major that is job -related as set forth in this section C, to those classes which must be completed as a condition precedent to successful completion of the course of study in the selected major. D. Eligibility for reimbursement upon completion of coursework shall be predicated upon the employee's department head or his designee, making a written determination prior to the affected employee's enrollment in the course(s) for which reimbursement is later sought, that the coursework is offered by an accredited college or university and that the above -described job nexus does exist. The determination of the Department Head or his designee in such regards shall be final. E. The costs which shall be subject to reimbursement are limited to the following: 1) tuition, 2) books, 3) supplies, 4) parking, and 5) laboratory. In addition to all other conditions precedent to reimbursement set forth in this section, prior to reimbursement being approved, written receipts shall be provided to the Personnel Department and shall evidence each expenditure for which reimbursement is sought. SECTION 42: ENCOURAGING PROFESSIONAL DEVELOPMENT Promotions are movements to a different classification with a higher pay range. Bargaining unit employees are encouraged to seek regular performance feedback from their direct supervisors and other Department leadership for professional development and in order to prepare to compete for future promotional opportunities. If a member applies for a promotion to a bargaining unit position and is not selected for an interview or has an interview but is not selected for the job, the employee is encouraged to request feedback from their supervisor as to reasons why they were not selected. The supervisor will work other Department personnel and/or Human Resources to provide a response to the requesting employee within 30 days of the request. Bargaining unit employees are encouraged to register on the City's employment portal to be informed of promotional opportunities by email, and to check their City email account regularly for information regarding promotional opportunities. 21 Page 209 SECTION 43: REQUIRED CERTIFICATIONS AND RECERTIFICATIONS The City will pay for the cost of any required certifications or recertification required of employees to maintain their positions. Required certifications must be outlined in an employee's classification specification. The Department Director, with the approval of the City Manager, can add to but not eliminate certifications and recertifications that Departments will cover the costs for employees to maintain. Any additions by the Department Head must be applied equally to all employees in that classification. SECTION 44: RECOVERY OF PROFESSIONAL DEVELOPMENT COSTS With the goal of providing additional development opportunities to employees, the City may pay for the cost of training and certificate programs that are not specifically required to maintain the employee's position, up to a maximum of $10,000. Employees may request that the City pay the cost of such trainings and certifications. The Department Director and/or Deputy City Manager with the approval of the City Manager, may approve these requests, subject to budget availability. If an employee requests participation in a training or certificate program with a registration cost of $2,000 or more, the employee will be required to repay the cost of said training or certificate program if they leave City employment within four (4) years of the registration for that program. One -quarter of the amount owed shall be forgiven each fiscal year. Employees participating in this program must sign an agreement indicating that any outstanding amount can be deducted from their final paycheck upon separation. Any outstanding amount is due at separation. This benefit does not pertain to professional conferences related to an employee's ongoing, continuous learning, which are routinely including within the department's budget. SECTION 45: 4/10 WORK WEEK City Hall generally operates on a 4/10 work week, hours 7am to 6pm, Monday through Thursday. However, different work schedules consisting of various work hours and days may be adopted by individual departments based on departmental need. Remote facilities operate on a 40-hour work week of varying days and times. SECTION 46: DIRECT DEPOSIT All new bargaining unit members are required to enroll in direct deposit. Vacation buy back and comp time payouts can be by paper check. SECTION 47: CARPOOL PROGRAM The City has implemented a well-defined, equitable, carpool program that eliminated the previously provided time -off incentive with a financial incentive. The carpool program is open to all full-time regular employees. Participation is voluntary, and employees interested in M Page 210 participating shall file a Rideshare Application Agreement and comply with the requirements of the program. The financial incentive for the program is $2.60 per day for every day that the bargaining unit employee carpools. SECTION 48: CONFIDENTIAL EMPLOYEES The Citywill provide RCCEA with a listof specific Confidential Employees whose positions are covered by the Supervisory/Professional or General Employees' bargaining units. These employees are designated as Confidential Employees due to the work they perform related to employer -employee relations and the access they have to information related to employer -employee relations. The City will update that list when a new confidential employee is hired, or the duties of a current confidential employee changes and they are no longer involved in employer employee relations. Employees designated as confidential employees may not act as representatives of employee organizations which represent other employees of the City, may not represent employees in discipline or grievance procedures and may not provide information or participate in labor negotiation on behalf of RCCEA. Confidential Employees may be employed in some of the following positions (this list is not exhaustive): Account Technician Management Analyst Series Administrative Assistant Payroll Supervisor Administrative Technician Risk Analyst Budget Analyst Risk Management Coordinator Executive Assistant I Senior Account Technician Executive Assistant 11 Senior Accountant Human Resources Technician Senior Risk Management Analyst Human Resources Business Partner SECTION 49: USE OF BULLETIN BOARDS AND CITY EMAIL SYSTEM The City will furnish a portion of existing bulletin board space, located in bargaining unit break areas where such bulletin boards currently exist, for RCCEA notices. Such space will be no less than 18" x 24". If insufficient bulletin board space exists in a Bargaining Unit work or break area, the RCCEA may, after receiving approval in writing from the City, put up a bulletin board not to exceed 18" x 24" depending on available space. RCCEA may also distribute notices to covered employees through the City's email system. Bulletin boards and emails shall only be used for the following notices: • Scheduled RCCEA meetings, agenda and minutes. • Information on RCCEA elections and the results. • Information regarding RCCEA social, recreational, and related news bulletins. • Reports of official business of RCCEA, including negotiations, reports of committees or the Board of Directors. City equipment (including City computers, laptops, and tablets), materials, or supplies shall 23 Page 211 not be used for the preparation, reproduction, or distribution of notices, nor shall such notices be prepared by City employees during their regular work time. Notices that are posted, distributed or placed in an employee's City mailbox shall not be obscene, defamatory, or of a political nature. All notices to be posted must be dated and signed by an authorized representative of RCCEA. RCCEA agrees to follow the City's E-Mail Policy when sending emails to City employees. RCCEA understands that all electronic mail is not confidential, and that the city reserves the right to access and disclose all messages sent over its email system for any purpose in accordance with the City's E-Mail Policy. SECTION 50: ACCESS TO WORK LOCATIONS The parties recognize and agree that in order to maintain good employee relations; it is necessary for Labor Relations Representatives and designated Officers and representatives of RCCEA toconferwith Bargaining Unitemployees during working hours. Therefore, RCCEA Labor Relations Representatives, Officers or representatives will be granted access to work locations during regular working hours to investigate and process grievances or appeals. RCCEA Labor Relations Representatives or Officers shall be granted access upon obtaining advance authorization from the designated management representative prior to entering a work location and after advising the City at least one business day in advance of the requested access, of the general nature of the business. The designated management representative maydeny access orterminate access to work locations if, in their judgment, it is deemed that the visit would interfere with the efficiency, safety, orsecurity of City operations. The designated management representative shall not unreasonably withhold timely access to work locations. The City shall ensure that there is at all times someone designated who shall have full authority to approve access. If a request is denied, the designated management representative shall establish a mutually agreeable time for access to the employee. RCCEA Labor Relations Representatives or Officers granted access to work locations shall limit such visits to a reasonable period of time, taking into consideration the nature of the grievance or appeal. The City shall not unreasonably interfere with RCCEA's access right to work locations and any reasonable denial of access shall not be subject to the grievance procedure. SECTION 51: DUES DEDUCTIONS RCCEA membership dues shall be deducted by the City from the pay warrant of RCCEA employee per the direction of RCCEA. Remittance of the aggregate amount of all membership dues deducted from the pay warrants of employees covered hereby shall be made to an RCCEA account, provided to the City by RCCEA, on a regular basis consistent with the City's regular pay periods. RCCEA dues shall be deducted in an amount per bi- weekly pay period authorized by the RCCEA Board of Directors. A. Separation from Unit The provisions of this Agreement shall not apply during periods that an employee is in out of paid status for more than thirty (30) days. If an employee is paid for a prior out of paid status his/her representational dues shall be deducted and paid to the Association. B. Forfeiture of Deductions QI Page 212 If the balance of the employee's wages, after all other involuntary and insurance premium deductions are made in any one pay period, is not sufficient to pay deductions required by this Agreement, no such deduction shall be made for that period. C. Maintenance of Membership Clause Any employee in this unit who has authorized Association dues deductions on the effective date of this memorandum of understanding or at any time subsequent to the effective date of his memorandum of understanding shall continue to have such deductions made by the City until such time that the Association notifies the City to stop collecting dues; provided however, that any employee in the unit may terminate such association dues during the month of November by notifying any association official in writing of his/her termination of Association from which dues deductions are to be canceled. Such notification shall be delivered in person or by U.S mail and should be in the form of a letter containing the following information: employee name, employee number, job classification, department name and name of the Association (Rancho Cucamonga City Employees Association — RCCEA). The association will provide the City's Human Resources Department with the appropriate documentation to process these dues cancellations within ten (10) business days after the close of the withdrawal period. RCCEA shall hold the City harmless for any and all claims, demands, suits, orders, judgements, or other forms of liability that may arise out of or by reason of action taken by the City under this article. The Association shall defend, indemnify and hold harmless against any and all claims, demands, suits, orders, judgements or other forms of liability that shall arise out of or by reason of, action taken or not taken by the City under this section of the MOU. This includes not only City's reasonable attorney's fees and costs but the reasonable cost of management preparation time as well. The City shall notify the Association of such costs on a case -by - case basis. SECTION 52: NEW EMPLOYEE ORIENTATION — AB119 The City shall provide thirty (30) minutes at a mutually agreeable time during the employee onboarding process for a RCCEA representative to meet with a new RCCEA covered employee and present benefits of being a member of the union. Onboarding of new employees occurs during the first working day at the start of a new pay period up to twenty- six (26) times per year. The City will provide a calendar before the start of a new year. The City will provide RCCEA with at least ten (10) days -notice, or as soon as practical, of onboarding of new RCCEA covered employees. A RCCEA representative will have up to thirty (30) minutes of uninterrupted time to meet with new RCCEA covered employees. Prior to meeting, or in no case later than the meeting time, the City will provide the name and job assignment of the new employee to the RCCEA representative. The City will provide designated RCCEA representatives with all available information about the employee as required under AB119 within thirty (30) days of the employees start date and the City will provide information on all RCCEA covered employees again as required by AB119 at least three (3) times per year. 25 Page 213 SECTION 53- USE OF CITY RESOURCES RCCEA may be granted permission to use any City facilities accessible to the general public for meeting purposes, during the regular hours such space is accessible to the public, provided space for such meetings can be made available without interfering with City needs and is otherwise not reserved by any other groups or individuals. RCCEA may also be permitted to use the City Council Chambers, during regular business hours, for RCCEA meetings, provided the City Council Chambers is not otherwise reserved. Permission to use City facilities must be obtained by RCCEA from the appropriate management representative. RCCEA shall be held fully responsible for any damages to, and the security of, any City facilities that are used by RCCEA. SECTION 54: ASSOCIATION RELEASE TIME When RCCEA is formally meeting and conferring with representatives of the City on matters within the scope of representation during regular City business hours, a reasonable number of Officers or other representatives of the RCCEA shall be allowed reasonable time off without loss of compensation or other benefits. 1. Such Officers and representatives shall not leave their duty or workstation or assignment withoutthe knowledge of the department head ordivision manager. 2. Such meetings are subject to scheduling in a manner consistent with operating needs and workschedules. RCCEA Officers or representatives shall be permitted, if requested by an RCCEA represented employeQ to attend an employee counseling session, which could result in disciplinary action. Such officers or representatives shall also be permitted, if requested by the Association employee, to be present at anemployee disciplinary session. 1. Such Officers or representatives shall not leave their duty or workstation or assignment without the knowledge ofthe department head ordivision manager. 2. No more than one employee at a time shall be granted release time to represent one employee. RCCEA Officers or representatives of the Association shall be given reasonable time during work hours to investigate, and process specified grievances or complaints arising out of the application of MOU or personnel rules, upon prior permission from their respective department head or division manager. During the term of the next MOU, RCCEA Officers and representatives agree to track their Association release time via the payroll system. The City and RCCEA agree to review this usage to determine if limits need to be incorporated into a subsequent MOU. Non Page 214 SECTION 55: RELEASE TIME FOR ALL HANDS MEETING RCCEA shall be allowed four (4) ninety (90) minute periods of release time for all hands meetings per fiscal year, including travel time, during work hours. For the purposes of labor negotiations with the City additional meetings may be requested and may be granted by the Human Resources Director. SECTION 56: LABOR MANAGEMENT COMMITTEE The City and RCCEA agree to implement quarterly labor/management committee (LMC) meetings to discuss employee relations issues. The LMC will not be authorized to change the MOU or to settle any grievance SECTION 57: PRIORITY OF MEMORANDUM OF UNDERSTANDING This memorandum of understanding between the City and the Rancho Cucamonga City Employees Association shall take precedent over the Personnel Rules adopted per Resolution 13-065. SECTION 58: ADOPTION OF MOU This memorandum, between the City and the Rancho Cucamonga City Employees Association (RCCEA) representing the Supervisory Professional and General Employee bargaining units, was adopted on June 15, 2022. OA Page 215 City of Rancho Cucamonga: Date John R. Gillison City Manager Lori Sassoon Deputy City Manager Robert Neiuber Human Resources Director Jenifer Phillips Deputy Director of HR Noah Daniels Finance Director Rancho Cucamonga City Employees Association: Date Mary LaPlante Managing Labor Representative Andy Miller Maintenance Supervisor Rudy Linares Supervising Public Works Inspector Crystal Zuniga Community Services Coordinator Jessica Nuci Administrative Assistant Page 216 Resolution No. 2022- RCCEA COVERED EMPLOYEES IN THE SUPERVISORY/PROFESSIONAL AND GENERAL EMPLOYEES GROUPS ASSIGNMENTS OF CLASSIFICATIONS TO PAY RANGES Monthly Pay Ranges Effective July 4, 2022 Minimum Control Point Maximum Class Title Step %moun Step Amount Step Amount Account Clerk 4375 $3,194 4415 $3,900 4435 $4,308 Account Technician 4423 $4,057 4463 $4,952 4483 $5,473 Accountant# 3465 $5,004 3505 $6,108 3525 $6,748 Accounts Payable Supervisor# 3470 $5,129 3510 $6,261 3530 $6,919 Administrative Assistant 4369 $3,099 4409 $3,783 4429 $4,181 Administrative Technician 4437 $4,352 4477 $5,312 4497 $5,868 Animal Behavior Specialist 4388 $3,407 4428 $4,160 4448 $4,597 Animal Care Attendant 4349 $2,806 4389 $3,425 4409 $3,783 Animal Care Supervisor# 3440 $4,417 3480 $5,390 3500 $5,956 Animal Caretaker 4378 $3,243 4418 $3,957 4438 $4,372 Animal Rescue Specialist 4388 $3,407 4428 $4,160 4448 $4,597 Animal Services Dispatcher 4369 $3,099 4409 $3,783 4429 $4,181 Animal Services Officer 1 4421 $4,018 4461 $4,904 4481 $5,419 Animal Services Officer II 4441 $4,438 4481 $5,419 4501 $5,987 Artistic Producer - Mainstreet Theatre 4450 $4,643 4490 $5,667 4510 $6,261 Assistant Engineer# 3488 $5,609 3528 $6,848 3548 $7,568 Assistant Planner# 3468 $5,079 3508 $6,200 3528 $6,848 Associate Engineer# 3518 $6,516 3558 $7,954 3578 $8,789 Associate Planner# 3487 $5,583 3527 $6,817 3547 $7,530 Box Office Coordinator 4450 $4,643 4490 $5,667 4510 $6,261 Budget Analyst# 3515 $6,419 3555 $7,835 3575 $8,657 Building Inspection Su ervisor#2 3504 $6,076 3544 $7,418 3564 $8,197 Buildinq Inspector 12 4444 $4,504 4484 $5,499 4504 $6,076 Building Inspector 112 4464 $4,977 4504 $6,076 4524 $6,714 Business License Clerk 4378 $3,243 4418 $3,957 4438 $4,372 Business License Inspector 4418 $3,957 4458 $4,831 4478 $5,338 Business License Program Coordinator# 3432 $4,245 3472 $5,179 3492 $5,723 Business License Program Supervisor# 3470 $5,129 3510 $6,261 3530 $6,919 Business License Technician 4408 $3,766 4448 $4,597 4468 $5,079 City Clerk Records Management Analyst# 3470 $5,129 3510 $6,261 3530 $6,919 Community Affairs Coordinator 4450 $4,643 4490 $5,667 4510 $6,261 Community Affairs Officer# 3515 $6,419 3555 $7,835 3575 $8,657 Community Affairs Senior Coordinator# 3480 $5,390 3520 $6,582 3540 $7,272 Community Affairs Specialist 4350 $2,818 4390 $3,441 1 4410 $3,803 Community Affairs Technician 4437 $4,352 4477 $5,312 4497 $5,868 Community Development Technician 1 4413 $3,858 4453 $4,712 4473 $5,207 Community Development Technician 11 4423 $4,057 4463 $4,952 4483 $5,473 g'P�H ENT 3 Resolution No. 2022- RCCEA COVERED EMPLOYEES IN THE SUPERVISORY/PROFESSIONAL AND GENERAL EMPLOYEES GROUPS ASSIGNMENTS OF CLASSIFICATIONS TO PAY RANGES Monthly Pay Ranges Effective July 4, 2022 Minimum Control Point Maximum CommunitV Improvement Su ervisor#2 3504 $6,076 3544 $7,418 3564 $8,197 Community Improvement Officer I 4421 $4,018 4461 $4,904 4481 $5,419 Community Improvement Officer II 4441 $4,438 4481 $5,419 4501 $5,987 Community Programs Coordinator 4450 $4,643 4490 $5,667 4510 $6,261 Community Programs Specialist 4437 $4,352 4477 $5,312 4497 $5,868 Community Services Coordinator 4450 $4,643 4490 $5,667 4510 $6,261 Community Services Project Coordinator# 3500 $5,956 3540 $7,272 3560 $8,033 Community Services Specialist 4350 $2,818 4390 $3,441 4410 $3,803 Community Services Supervisor# 3480 $5,390 3520 $6,582 3540 $7,272 Community Services Technician 4437 $4,352 4477 $5,312 4497 $5,868 Community Theater Producer 4450 $4,643 4490 $5,667 4510 $6,261 Customer Care Assistant 4349 $2,806 4409 $3,783 4429 $4,181 Customer Service Representative 4378 $3,243 4418 $3,957 4438 $4,372 Customer Service Specialist I - Utilities 4413 $3,858 4453 $4,712 4473 $5,207 Customer Service Specialist II - Utilities 4423 $4,057 4463 $4,952 4483 $5,473 Customer Service Specialist III - Utilities 4443 $4,482 4483 $5,473 4503 $6,046 Deputy City Clerk# 3430 $4,201 3470 $5,129 3490 $5,667 Engineering Aide 4421 $4,018 4461 $4,904 4481 $5,419 Engineering Technician 4441 $4,438 4481 $5,419 4501 $5,987 Environmental Programs Coordinator# 3503 $6,046 3543 $7,382 3563 $8,156 Environmental Programs Inspector 2 4464 $4,977 4504 $6,076 4524 $6,714 Event & Rental Services Coordinator 4450 $4,643 4490 $5,667 4510 $6,261 Executive Assistant ll# 3444 $4,504 3484 $5,499 3504 $6,076 Executive Assistant' 4394 $3,511 4464 $4,977 4484 $5,499 Fleet Su ervisor#2 3488 $5,609 3528 $6,848 3548 $7,568 Front of House Coordinator 4450 $4,643 4490 $5,667 4510 $6,261 Fund Development Coordinator# 3470 $5,129 3510 $6,261 3530 $6,919 GIS Analyst# 3505 $6,108 3545 $7,546 3565 $8,236 GIS Specialist 4456 $4,784 4496 $5,839 4516 $6,452 GIS Supervisor# 3535 $7,094 3575 $8,657 3595 $9,566 GIS Technician 4436 $4,328 4476 $5,284 4496 $5,839 Human Resources Business Partner# 3433 $4,264 3473 $5,207 3493 $5,754 Human Resources Clerk 4389 $3,425 4429 $4,181 4449 $4,619 Human Resources Technician 4408 $3,766 4448 $4,597 4468 $5,079 Information Technology Analyst I# 3505 $6,108 3545 $7,456 3565 $8,236 Information Technology Analyst II# 3520 $6,582 3560 $8,033 3580 $8,874 Information Technology Specialist 1 4456 $4,784 4496 $5,839 4516 $6,452 Information Technology Specialist II 4471 $5,155 4511 1 $6.292 4531 $6,953 g'P�H ENT 3 Resolution No. 2022- RCCEA COVERED EMPLOYEES IN THE SUPERVISORY/PROFESSIONAL AND GENERAL EMPLOYEES GROUPS ASSIGNMENTS OF CLASSIFICATIONS TO PAY RANGES Monthly Pay Ranges Effective July 4, 2022 Minimum Control Point Maximum Information Technology Operations Supvr.# 3535 $7,094 3575 $8,657 3595 $9,566 Information Technology Technician 4411 $3,821 4451 $4,664 4471 $5,155 Lead Park Ranger 4421 $4,018 4461 $4,904 4481 $5,419 Librarian I# 3435 $4,308 3475 $5,259 3495 $5,810 Librarian II# 3457 $4,807 3497 $5,868 3517 $6,485 Library Assistant 1 3373 $3,160 3413 $3,858 3433 $4,264 Library Assistant 11# 3414 $3,880 3454 $4,736 3474 $5,232 Library Clerk 4356 $2,905 4396 $3,546 4416 $3,917 Library Technician 4393 $3,493 4433 $4,264 4453 $4,712 Maintenance Su ervisor#2 3488 $5,609 3528 $6,848 3548 $7,568 Management Aide 4440 $4,417 4480 $5,390 4500 $5,956 Management Analyst I# 3470 $5,129 3510 $6,261 3530 $6,919 Management Analyst 11# 3498 $5,898 3538 $7,201 3558 $7,954 Management Analyst III# 3515 $6,419 3555 $7,835 3575 $8,657 Office Services Clerk 4369 $3,099 4409 $3,783 4429 $4,181 Patron & Events Supervisor# 3480 $5,390 3520 $6,582 3540 $7,272 Payroll Supervisor# 3470 $5,129 3510 $6,261 3530 $6,919 Planning Specialist 4443 $4,482 4483 $5,473 4503 $6,046 Planning Technician 4423 $4,057 4463 $4,952 4483 $5,473 Plans Examiner 1 4474 $5,232 4514 $6,388 4534 $7,058 Plans Examiner ll# 3488 $5,609 3528 $6,848 3548 $7,568 Procurement & Contracts Analyst# 3433 $4,264 3473 $5,207 3493 $5,754 Procurement Clerk 4374 $3,179 4414 $3,880 4434 $4,287 Procurement Technician 4411 $3,821 4451 $4,664 4471 $5,155 Public Services Technician 1 4413 $3,858 4453 $4,712 4473 $5,207 Public Services Technician II 4423 $4,057 4463 $4,952 4483 $5,473 Public Services Technician III 4443 $4,482 4483 $5,473 4503 $6,046 Public Works Inspector 12 4444 $4,504 4484 $5,499 4504 $6,076 Public Works Inspector 112 4464 $4,977 4504 $6,076 4524 $6,714 Public Works Safety Coordinator #2 3468 $5,079 3508 $6,200 3528 $6,848 Records Clerk 4358 $2,933 4398 $3,581 4418 $3,957 Records Coordinator 4386 $3,372 4426 $4,119 4446 $4,550 Risk Management Coordinator# 3470 $5,129 3510 $6,261 3530 $6,919 Senior Account Clerk 4395 $3,529 4435 $4,308 4455 $4,759 Senior Account Technician 4446 $4,550 4486 $5,556 4506 $6,139 Senior Accountant# 3498 $5,898 3538 $7,201 3558 $7,954 Senior Animal Care Supervisor# 3461 $4,904 3501 $5,987 3521 $6,615 Senior Animal Services Officer# 3461 $4,904 3501 $5,987 3521 $6,615 g'P�H ENT 3 Resolution No. 2022- RCCEA COVERED EMPLOYEES IN THE SUPERVISORY/PROFESSIONAL AND GENERAL EMPLOYEES GROUPS ASSIGNMENTS OF CLASSIFICATIONS TO PAY RANGES Monthly Pay Ranges Effective July 4, 2022 Minimum Control Point Maximum Senior Building Ins ector#2 3484 $5,499 3524 $6,714 3544 $7,418 Senior Business License Clerk 4398 $3,581 4438 $4,372 4458 $4,831 Senior Community Improvement Officer# 3461 $4,904 3501 $5,987 3521 $6,615 Senior Electrician # 3485 $5,528 3525 $6,748 3545 $7,456 Senior GIS Analyst # 3520 $6,582 3560 $8,033 3580 $8,874 Sr Human Resources Business Partner# 3498 $5,898 3538 $7,201 3558 $7,954 Senior Information Technology Analyst# 3535 $7,094 3575 $8,657 3595 $9,566 Senior Information Technology Specialist# 4493 $5,754 4533 $7,024 4553 $7,759 Senior Librarian# 3468 $5,079 3508 $6,200 3528 $6,848 Senior Park Planner# 3500 $5,956 3540 $7,272 3560 $8,033 Senior Plans Examiner# 3503 $6,046 3543 $7,382 3563 $8,156 Senior Procurement Technician# 3463 $4,952 3503 $6,046 3523 $6,681 Senior Risk Management Analyst# 3515 $6,419 3555 $7,835 3575 $8,657 Senior Veterinary Technician# 3461 $4,904 3501 $5,987 3521 $6,615 Special Districts Analyst# 3498 $5,898 3538 $7,201 3558 $7,954 Supervisinq Public Works Ins ector#2 3494 $5,780 3534 $7,058 3554 $7,797 Supervising Traffic Systems Special iSt#2 3502 $6,016 3542 $7,345 3562 $8,114 Theater Production Coordinator 4460 $4,880 4500 $5,956 4520 $6,582 Theater Production Supervisor# 3480 $5,390 3520 $6,582 3540 $7,272 Theatre Technician III 4423 $4,057 4463 $4,592 4483 $5,473 Utilities Operation Supervisor# 3515 $6,419 3555 $7,835 3575 $8,657 Utility Marker 4464 $4,977 4504 $6,076 4524 $6,714 Veterinary Assistant 4407 $3,746 4447 $4,574 4467 $5,052 Veterinary Technician 4437 $4,352 4477 $5,312 4497 $5,868 When acting as Clerk to Commissions $50 paid per night or weekend day meeting. Compensatory time off 2. Refer to MOU for provision of boot # Denotes Supervisory/Professional Class geSldMENT 3 DATE: June 15, 2022 TO: Mayor and Members of the City Council President and Members of the Board of Directors FROM: John R. Gillison, City Manager INITIATED BY: Mike McCliman, Fire Chief Rob Ball, Fire Marshal Darci Vogel, Fire Business Manager 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. 2022-089) (CITY/FIRE) RECOMMENDATION: Staff recommends that the City Council adopt a resolution confirming unpaid weed and fire hazard abatement fees for calendar year 2021 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 Page 221 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 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 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 are 129 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. Page 2 Page 222 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. 2022-089 Attachment 2 — List of Affected Parcels with Assessment Amount Page 3 Page 223 RESOLUTION NO. 22-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 for calendar year 2021. Exhibit A consists of two sheets — one for the unpaid weed abatement Resolution No. 22-xxx Page 1 of 2 ATTACHMENT 1 Page 224 costs and fees for the spring abatements and one for the unpaid weed abatement costs and fees for the fall abatements. 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 2022. Resolution No. 22-xxx Page 2 of 2 ATTACHMENT 1 Page 225 CITY INV # APN TOTAL OF ALL FEES AR130475 20204162 $ 1,912.50 AR130477 20209132 $ 495.00 AR130479 20215102 $ 495.00 AR130480 20216109 $ 540.00 AR130481 20216143 $ 760.00 AR130482 20246161 $ 715.00 AR130483 20246162 $ 585.00 AR130485 20721142 $ 495.00 AR130486 20724121 $ 495.00 AR130488 20726205 $ 495.00 AR130489 20727125 $ 1,415.00 AR130490 20727127 $ 1,900.00 AR130491 20727189 $ 1,550.00 AR130492 20727196 $ 1,370.00 AR130493 20727197 $ 675.00 AR130494 20764105 $ 870.00 AR130495 20764112 $ 685.00 AR130496 20809144 $ 585.00 AR130497 20833108 $ 453.50 AR130498 20833117 $ 781.00 AR130499 20835318 $ 696.00 AR130500 20835508 $ 850.00 AR130501 20835509 $ 715.00 AR130502 20835524 $ 1,025.00 AR130503 20896105 $ 1,065.00 AR130504 20896106 $ 525.00 AR130505 20896107 $ 570.00 AR130507 20901315 $ 540.00 AR130509 20903235 $ 935.00 AR130510 20903257 $ 540.00 AR130511 20906325 $ 495.00 AR130512 20912110 $ 640.00 AR130513 20912226 $ 540.00 AR130514 20912227 $ 640.00 AR130516 20924106 $ 495.00 AR130520 22511108 $ 1,240.00 AR130521 22511109 $ 1,240.00 AR130522 22512283 $ 540.00 AR130523 22512305 $ 670.00 AR130524 22513120 $ 495.00 AR130525 22515217 $ 1,050.00 AR130527 22519109 $ 1,240.00 AR130528 22519117 $ 1,285.00 AR130531 22519136 $ 1,595.00 AR130533 22610203 $ 495.00 AR130534 22610204 $ 495.00 PA'8 OPIMENT 2 AR130536 22705131 $ 1,285.00 AR130537 22706157 $ 1,330.00 AR130538 22706173 $ 1,285.00 AR130539 22706174 $ 1,285.00 AR130548 22928350 $ 2,110.00 AR130549 22928351 $ 1,385.00 AR130550 22929154 $ 1,985.00 AR130551 22931114 $ 495.00 AR130552 22931115 $ 1,285.00 AR130553 22945128 $ 2,075.00 AR130554 106117220 $ 540.00 AR130555 106121128 $ 495.00 AR130556 106121129 $ 495.00 AR130557 106169122 $ 495.00 AR130558 106169123 $ 495.00 AR130559 106169124 $ 495.00 AR130560 106169125 $ 495.00 AR130561 106169126 $ 495.00 AR130562 106169127 $ 495.00 AR130564 106180128 $ 640.00 AR130566 107412111 $ 540.00 AR130568 107428108 $ 630.00 AR130569 107428110 $ 940.00 AR130570 107431113 $ 1,145.00 AR130571 107431119 $ 500.00 AR130572 107432111 $ 562.50 AR130573 107436110 $ 517.50 AR130574 107449130 $ 540.00 AR130576 107453114 $ 732.50 AR130577 107454102 $ 732.50 AR130580 107455118 $ 732.50 AR130581 107456127 $ 732.50 AR130582 107456128 $ 732.50 AR130583 107762120 $ 495.00 AR130584 107764145 $ 495.00 AR130585 107764146 $ 495.00 AR130586 108958107 $ 540.00 AR130587 109041101 $ 935.00 AR130588 109060107 $ 517.50 AR130589 109060108 $ 495.00 AR130590 109060121 $ 495.00 PMMAMENT 2 CITY INV # APN TOTAL OF ALL FEES AR131189 020213161 495.00 AR131190 020215102 495.00 AR131191 020224124 495.00 AR131192 020727194 692.50 AR131193 020727197 692.50 AR131199 020835318 692.50 AR131200 020835406 692.50 AR131201 020835407 692.50 AR131202 020896105 722.50 AR131203 020896106 547.50 AR131204 020896107 867.50 AR131205 020901313 495.00 AR131206 020901344 495.00 AR131207 020902145 495.00 AR131208 020903257 495.00 AR131209 020912110 640.00 AR131211 020919222 495.00 AR131212 020941132 1,217.50 AR131213 021008141 670.00 AR131214 021008142 495.00 AR131215 022511108 1,217.50 AR131216 022511109 1,217.50 AR131217 022512309 935.00 AR131221 022705103 2,160.00 AR131222 022705131 1,065.00 AR131223 022706157 890.00 AR131224 022706173 1,240.00 AR131225 022706174 1,065.00 AR131227 022917108 960.00 AR131228 022928350 890.00 AR131229 022928351 890.00 AR131230 022931114 495.00 AR131231 022931115 1,240.00 AR131232 022934116 495.00 AR131233 022945128 692.50 AR131237 107405103 2,360.00 AR131239 107423105 495.00 AR131240 107433107 892.50 AR131241 107449130 495.00 AR131243 107707111 495.00 AR131244 108958107 595.00 AR131246 110017110 495.00 Pig@' MAMENT 2 DATE: June 15, 2022 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 Jin Kim, Assistant Engineer SUBJECT: Consideration to Adopt a Resolution Allocating Road Maintenance and Rehabilitation Account (RMRA) Program Funds for Fiscal Year 2022/23. (RESOLUTION NO. 2022-090) (CITY) RECOMMENDATION: Staff recommends that the City Council adopt the resolution to allocate RMRA Program funds for Fiscal Year 2022/23 for the completion of the projects listed in the FY2022/23 Capital Improvement Program. BACKGROUND: On April 28, 2017, the Governor signed Senate Bill SB1, the Road Repair and Accountability Act of 2017 creating the Road Maintenance and Rehabilitation Program in order to address deferred maintenance on the State highway and local street and road systems. Funds made available by the program are required to be utilized for basic road maintenance and rehabilitation projects and on critical safety projects. Prior to receiving an apportionment of funds under the program in a fiscal year, the City must submit a list of proposed projects to the California Transportation Commission (CTC), and the funding must be allocated by resolution. ANALYSIS: The guidelines and regulations for obtaining funds from the program have been previously amended by the CTC requiring local agencies to adopt their project list by resolution; submission of a project list adopted through the city budget is no longer acceptable. The CTC has announced the deadline of July 1, 2022, for local agencies to submit their adopted project list by resolution for the upcoming fiscal year. On that basis, staff recommends the following projects which are planned for consideration in the Fiscal Year 2022/23 Capital Improvement Program for funding from the Road Maintenance and Rehabilitation Account (Fund 179): 1. Banyan Street Pavement Rehabilitation - Haven Avenue to Milliken Avenue 2. Base Line Road Pavement Rehabilitation - Day Creek Avenue to Forester Place FISCAL IMPACT: Revenue for the RMRA is currently estimated to be $4,061,830 in the Fiscal Year 2022/23 Budget. Staff will continue to monitor revenue estimates and receipts to ensure adequate funding will be available to cover budgeted project costs and will adjust the planned improvements listed above accordingly. Page 229 COUNCIL MISSION / VISION / GOAL(S) ADDRESSED: This item addresses the City Council's vision for the City by ensuring the completion of projects that continue to improve our roads which helps us maintain our success as a world class community. ATTACHMENTS: Attachment 1 - Resolution No. 2022-090 Page 2 Page 230 ATTACHMENT 1 RESOLUTION NO.2022-XXX A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, STATE OF CALIFORNIA, ADOPTING THE PROJECTS FOR THE ROAD MAINTENANCE AND REHABILITATION PROGRAM FOR FISCAL YEAR 2022123 FOR THE EXPENDITURE OF ROAD MAINTENANCE AND REHABILITATION ACCOUNT (RMRA) FUNDS WHEREAS, Senate Bill 1 (SB1), the Road Repair and Accountability Act of 2017 (Chapter 5, Statues of 2017) was passed by the Legislature and Signed into law by the Governor in April 2017 to address the significant multi -modal transportation funding shortfalls statewide; WHEREAS, SB1 includes accountability and transparency provisions that will ensure the residents of our City are aware of the projects proposed for funding in our community and which projects have been completed each fiscal year; and WHEREAS, the City must adopt by resolution a list of projects proposed to receive fiscal year funding from the Road Maintenance and Rehabilitation Account (RMRA), created by SB1, which must include a description and the location of each proposed project, a proposed schedule for the project's completion, and the estimated useful life of the improvement; and WHEREAS, the City, will receive an estimated $4,061,830 in RMRA funding in Fiscal Year 2022/23 from SB1; and WHEREAS, this is the sixth year in which the City is receiving SB1 funding and will enable the City to continue essential road maintenance and rehabilitation projects, safety improvements, repairing and replacing aging bridges, and increasing access and mobility options for the traveling public that would not have otherwise been possible without S131; and WHEREAS, the City used a Pavement Management System to develop the SB1 project list to ensure revenues are being used on the most high -priority and cost-effective projects that also meet the community's priorities for transportation investment; and WHEREAS, the funding from SB1 will help the City maintain and rehabilitate two (2) major arterial roadways in the City this year and similar projects into the future; and WHEREAS, the 2018 California Statewide Local Streets and Roads Needs Assessment found that the City's streets and roads are in good condition and this revenue will help us increase the overall quality of our road system and over the next decade will maintain our streets and roads in a good condition; and WHEREAS, the SB1 project list and overall investment in our local streets and roads infrastructure with a focus on basic maintenance and safety, investing in complete streets infrastructure, and using cutting -edge technology, materials and practices, will have significant positive co -benefits statewide. Page 231 NOW, THEREFORE IT IS HEREBY RESOLVED, ORDERED AND FOUND by the City Council of the City of Rancho Cucamonga, State of California, as follows: 1. The foregoing recitals are true and correct. 2. The following list of proposed projects will be funded in -part or solely with Fiscal Year 2022/23 Road Maintenance and Rehabilitation Account revenues: Project 1: Banyan Street Pavement Rehabilitation — Haven Avenue to Milliken Avenue (JL 2033): This project includes cold planing, localized asphalt removal and replacement, crack sealing, asphalt rubber hot mix overlay, ADA ramp upgrades, traffic signal video detection, thermoplastic green bike lane, utility adjustments and pavement striping for approximately 1 mile of roadway. The estimated useful life of this roadway is 20 years and construction is anticipated to start in March 2023. Project 2: Base Line Road Pavement Rehabilitation — Day Creek Avenue to Forester Place (JL 2097): This project includes cold planing, localized asphalt removal and replacement, crack sealing, asphalt rubber hot mix overlay, ADA ramp upgrades, traffic signal video detection, thermoplastic green bike lane, utility adjustments and pavement striping for approximately 1.06 miles of roadway. The estimated useful life of this roadway is 20 years and construction is anticipated to start in October 2022. Resolution No. 2022-XXX - Page 2 of 3 Page 232 PASSED, APPROVED, and ADOPTED this 15th day of June 2022. L. Dennis Michael, Mayor ATTEST: Janice C. Reynolds, City Clerk STATE OF CALIFORNIA COUNTY OF SAN BERNARDINO ) ss CITY OF RANCHO CUCAMONGA ) I, Janice C. Reynolds, City Clerk of the City of Rancho Cucamonga, do hereby certify that the foregoing Resolution was duly passed, approved, and adopted by the City Council of the City of Rancho Cucamonga, at a Regular Meeting of said Council held on the 15th day of June 2022. AYES: NOES: ABSENT: ABSTAINED: Executed this 15th day of June, 2022, at Rancho Cucamonga, California. Janice C. Reynolds, City Clerk Page 233 DATE: June 15, 2022 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: Linda A. Troyan, MMC, City Clerk Services Director SUBJECT: Consideration to Adopt a Resolution Calling and Giving Notice of November 8, 2022, General Municipal Election and Requesting its Consolidation with the General Statewide Election, a Resolution Declaring the City Council's Decision to Fill the Vacancy in City Council District 1 by Special Election and Calling and Giving Notice of Such Special Municipal Election on November 8, 2022, and Requesting its Consolidation with the General Statewide Election and Regular Municipal Election, and a Resolution Adopting Regulations Pertaining to Candidate Statements. (RESOLUTION NOS. 2022-071, 2022-072 AND 2022-073) (CITY) RECOMMENDATION: It is recommended that the City Council adopt the following Resolutions pertaining to the November 8, 2022, election: 1. Resolution No. 2022-071, Calling and Giving Notice of the Holding of a General Municipal Election on Tuesday, November 8, 2022, for the Election of Certain Officers and Requesting the Board of Supervisors of the County of San Bernardino to Consolidate the General Municipal Election with the Statewide General Election to be held Pursuant to Elections Code Section 10403 Relating to General Law Cities; 2. Resolution No. 2022-072, Calling and Giving Notice of the Holding of a Special Municipal Election to Be Held in Said City on Tuesday the 8th day of November 2022, for the Election of a Member of the City Council, District 1, to Fill the Vacancy as Required by the Provisions of the Laws of the State of California Relating to General Law Cities, and Consolidating Said Election with the General Election to be Held on Same Date; 3. Resolution No. 2022-073, Adopting Regulations for Candidates for Elective Office Pertaining to Candidate Statements Submitted to The Voters for the November 8, 2022, Election. BACKGROUND: The City of Rancho Cucamonga is a General Law City and General Municipal Elections are governed by the State of California Government and Election Codes. The City's General Municipal Elections are held on the same date as statewide elections and consolidated with those statewide elections upon request to the County Board of Supervisors. Page 234 In addition, on June 1, 2022, the City Council gave direction to fill the vacancy in Council District 1 by calling for a special election to be held on November 8, 2022. The person elected to fill this vacancy will serve the remainder of an unexpired term through November 2024. The Special Municipal Election is requested to be consolidated with the Regular Municipal Election. ANALYSIS: The City of Rancho Cucamonga is scheduled to conduct a General Municipal Election on November 8, 2022, to elect one (1) Member of the City Council from District 2; one (1) Member of the City Council from District 3; and one (1) Mayor elected at large, each for the full term of four years. The Resolution calling and giving notice of the November 8, 2022, election, requesting consolidation and determining tie -votes by lot is attached for consideration. On June 1, 2022, the City Council determined that a special election would be called to fill the vacancy for District 1 on the City Council. Since the special election to fill the vacancy must be held on the "next regularly established election date" that falls on or after the 114th day from the date the special election is called, the special election will have to take place on the first Tuesday after the first Monday in November, which is November 8, 2022. Attached is the Resolution calling for a Special Election on November 8, 2022, for the eligible voters of District 1 to vote for who they want to fill the unexpired term, which expires in November 2024. Also attached is a Resolution establishing regulations for candidates for elective office pertaining to candidate statements submitted to the voters. Only candidates wishing to submit a candidate statement will be required to pay a deposit to cover the cost of printing the statement in the sample ballots. The nomination period begins on Monday, July 18, 2022, and will close on Friday, August 12, 2022, at 5:00 p.m. If an incumbent does not file, the period is extended to Wednesday, August 17, 2022, for candidates other than the incumbent to file for that office. FISCAL IMPACT: Sufficient funds have been included in the proposed FY 2022-2023 budget. COUNCIL MISSION / VISION / VALUES(S) ADDRESSED: This item addresses the City Council's Mission to ensure and advance the quality of life for the community through inclusive decision making through the municipal election process. ATTACHMENTS: Attachment 1 — Resolution No. 2022-071 Attachment 2 — Resolution No. 2022-072 Attachment 3 — Resolution No. 2022-073 Page 2 Page 235 RESOLUTION NO. 2022-071 A RESOLUTION OF THE CITY COUNCIL OF THE C IT Y OF RANCHO CUCAMONGA, CALIFORNIA, CALLING AND GIVING NOTICE OF THE HOLDING OF A GENERAL MUNICIPAL ELECTION ON TUESDAY, NOVEMBER 8, 2022, FOR THE ELECTION OF CERTAIN OFFICERS AND REQUESTING THE BOARD OF SUPERVISORS OF THE COUNTY OF SAN BERNARDINO TO CONSOLIDATE THE GENERAL MUNICIPAL ELECTION WITH THE STATEWIDE GENERAL ELECTION TO BE HELD PURSUANT TO ELECTIONS CODE SECTION 10403 RELATING TO GENERAL LAW CITIES WHEREAS, under the provisions of the laws relating to general law cities in the State of California, a General Municipal Election shall be held on November 8, 2022, for the election of municipal officers; and WHEREAS, it is desirable that the General Municipal Election be consolidated with the Statewide General Election to be held on the same date and that within the city, the precincts, polling places, and election officers of the two elections be the same, and that the County Election Department of the County of San Bernardino canvass the returns of the General Municipal Election and that the election be held on all respects as if there were only one election; and NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE AND ORDER AS FOLLOWS: SECTION 1. Pursuant to the requirements of the laws of the State of California relating to General Law cities, there is called and ordered to be held in the City of Rancho Cucamonga, California, on Tuesday, November 8, 2022, a General Municipal Election for the purpose of electing one (1) Member of the City Council from District 2; one (1) Member of the City Council from District 3; one (1) Mayor elected at large, each for the full term of four years. SECTION 2. The ballots to be used at the election shall be in the form and content as required by the law. SECTION 3. The City Clerk is authorized, instructed, and directed to procure and furnish any and all official ballots, notices, printed matter, and all supplies, equipment, a n d paraphernalia that may be necessary in order to properly and lawfully conduct the election. SECTION 4. The polls for the election shall be open at seven o'clock a.m. on the day of the election and shall remain open continuously from that time until eight o'clock p.m. of the same day when the polls shall be closed, except as provided in Section 14401 of the elections code. SECTION 5. In all particulars not recited in this Resolution, the election shall be held and conducted as provided by law for holding municipal elections. Resolution No. 2022-071 - Page 1 of 3 Page 236 SECTION 6. That pursuant to the requirements of Section 10403 of the Elections Code, the Board of Supervisors of the County of San Bernardino is hereby requested to consent and agree to the consolidation of a General Municipal Election with the Statewide General Election on Tuesday, November 8, 2022, for the purpose of electing one (1) Member of the City Council from District 2; one (1) Member of the City Council from District 3; one (1) Mayor elected at large, each for the full term of four years. Pursuant to Resolution No. 2022-072, the City Council has also requested the consolidation of this General Municipal Election with a Special Municipal Election called for the purpose of filling a vacancy in the remaining term of office for City Council District 1. SECTION 7. The County Registrar of Voters is authorized to canvass the returns of the Regular Municipal Election. The election shall be held in all steps necessary for the holding of the consolidated election. SECTION 8. The Board of Supervisors is requested to issue instructions to the County Registrar of Voters to take any and all steps necessary for the holding of the consolidated election. SECTION 9. The City of Rancho Cucamonga shall reimburse the County of San Bernardino for services performed when the work is completed and upon presentation to the City of a properly approved bill. SECTION 10. Notice of the time and place of holding the election is given and the City Clerk is authorized, instructed, and directed to give further or additional notice of the election, in time, form and manner as required by law. Notwithstanding the generality of the foregoing, the City Clerk is hereby instructed to act in conformance with California Elections Code Section 10403 and to file this Resolution with the Board of Supervisors of San Bernardino County and to transmit a copy of the same to the San Bernardino County elections official. SECTION 11. That in the event of a tie vote (if any two or more persons receive an equal and the highest number of votes for an office) as certified by the Election Official, the City Council, in accordance with Elections Code §15651 (a) shall set a date and time and place and summon the candidates who have received the tie votes to appear and will determine the tie by lot. SECTION 12. The City Clerk shall certify the adoption of this Resolution and enter it into the Book of original Resolutions. PASSED, APPROVED, AND ADOPTED this 15t" day of June 2022. L. Dennis Michael, Mayor ATTEST: Janice C. Reynolds, City Clerk Resolution No. 2022-071 - Page 2 of 3 Page 237 STATE OF CALIFORNIA ) COUNTY OF SAN BERNARDINO ) ss CITY OF RANCHO CUCAMONGA ) I, Janice C. Reynolds, City Clerk of the City of Rancho Cucamonga, do hereby certify that the foregoing Resolution was duly passed, approved, and adopted by the City Council of the City of Rancho Cucamonga, at a Regular Meeting of said Council held on the 15th day of June 2022. AYES: NOES: ABSENT: ABSTAINED: Executed this 16th day of June, 2022, at Rancho Cucamonga, California. Janice C. Reynolds, City Clerk Resolution No. 2022-071 - Page 3 of 3 Page 238 RESOLUTION NO. 2022-072 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, CALLING AND GIVING NOTICE OF THE HOLDING OF A SPECIAL MUNICIPAL ELECTION ON TUESDAY, NOVEMBER 8, 2022, TO FILL A VACANCY ON THE CITY COUNCIL, DISTRICT 1, AND CONSOLIDATING THE ELECTION WITH THE STATEWIDE GENERAL ELECTION TO BE HELD ON THE SAME DAY WHEREAS, Council Member Sam Spagnolo was elected to a four-year term to represent City Council District 1 on November 3, 2020; and WHEREAS, a vacancy in the office of Member of the City Council, District 1, was created as a result of the passing of the member on May 2, 2022; and WHEREAS, the term of office in which the vacancy occurs ends in November 2024; and WHEREAS, on June 1, 2022, pursuant to Government Code Section 36512, the City Council provided direction to fill the vacancy in City Council District 1 by calling a special election to fill the remaining term of office; and WHEREAS, the special election to fill the vacancy must take place at the next regularly established election date that is not less than 114 days from the call of the special election; and WHEREAS, pursuant to Elections Code Section 1000, the next established election date that is not less than 114 days from the call of the special election made pursuant to this Resolution is November 8, 2022; and WHEREAS, pursuant to Resolution No. 2022-071, the City Council has called and given notice of a General Municipal Election to be held on November 8, 2022, for the purpose of electing two members of the City Council and the office of Mayor. WHEREAS, it is desirable that the special election be consolidated with the statewide general election to be held on November 8, 2022, and that within the City of Rancho Cucamonga, the precincts, polling places, and election officers of the two elections be the same, and that the San Bernardino Registrar of Voters canvass the returns of the special election and that the election be held in all respects as if there were only one election; and NOW THEREFORE, the City Council of the City of Rancho Cucamonga does hereby resolve, declare, determine and order as follows: SECTION 1. After due consideration, and pursuant to applicable law, the City Council hereby determines that the vacancy in City Council District 1 shall be filled by the election of a replacement at a Special Municipal Election. SECTION 2. That pursuant to the requirements of the laws of the state of California relating to General Law Cities, there is hereby called and ordered to be held in the City of Rancho Cucamonga, County of San Bernardino, State of California, on Tuesday, the 8tn day of November 2022, a Special Municipal Election of the qualified electors of District 1 of the City of Resolution No. 2022-072 - Page 1 of 3 Page 239 Rancho Cucamonga for the purpose of electing one Member of the City Council representing District 1 for the unexpired term of Sam Spagnolo, which expires in November 2024. SECTION 3. Candidates seeking election to fill the vacancy at the Special Municipal Election shall be nominated separately from candidates seeking election to full terms on the City Council, and the Special Municipal Election shall appear separately on the ballot. SECTION 4. That the Special Municipal Election hereby called for the date hereinbefore specified shall be and is hereby ordered consolidated with the General Municipal Election to be held on November 8, 2022. The proceedings, polling places, precincts, precinct board members and officers for the Special Municipal Election shall be the same as those provided for said election. The Board of Supervisors of San Bernardino County is hereby requested to order the consolidation of the Special Municipal Election hereby called with said General Municipal Election, and the San Bernardino County Registrar of Voters is hereby authorized to canvass the returns of said Special Municipal Election. Said Registrar of Voters shall supervise the canvass of said returns for said General Municipal Election and Special Municipal Election and transmit said returns to the City Council of said City which shall thereafter declare the results thereof. SECTION 5. The City of Rancho Cucamonga shall reimburse the County of San Bernardino for services performed when the work is completed and upon presentation to the City of a properly approved bill. SECTION 6: The City Clerk of the City of Rancho Cucamonga is directed to forward, without delay, to the San Bernardino County Registrar of Voters, a certified copy of this Resolution. PASSED, APPROVED, AND ADOPTED this 151" day of June 2022. L. Dennis Michael, Mayor ATTEST: Janice C. Reynolds, City Clerk Resolution No. 2022-072 - Page 2 of 3 Page 240 STATE OF CALIFORNIA ) COUNTY OF SAN BERNARDINO ) ss CITY OF RANCHO CUCAMONGA ) I, Janice C. Reynolds, City Clerk of the City of Rancho Cucamonga, do hereby certify that the foregoing Resolution was duly passed, approved, and adopted by the City Council of the City of Rancho Cucamonga, at a Regular Meeting of said Council held on the 15t" day of June 2022. AYES: NOES: ABSENT: ABSTAINED: Executed this 16t" day of June, 2022, at Rancho Cucamonga, California. Janice C. Reynolds, City Clerk Resolution No. 2022-072 - Page 3 of 3 Page 241 RESOLUTION NO. 2022-073 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, ADOPTING REGULATIONS FOR CANDIDATES FOR ELECTIVE OFFICE PERTAINING TO CANDIDATE STATEMENTS SUBMITTED TO THE VOTERS FOR THE NOVEMBER 8, 2022 ELECTION. WHEREAS, Section 13307 of the Elections Code of the State of California provides that the governing body of any city may adopt a charge against candidates pertaining to materials prepared by any candidate for the municipal election, including costs of the candidates' statement. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA DOES HEREBY RESOLVE, DECLARE, DETERMINE AND ORDER AS FOLLOWS: SECTION 1. General Provisions. That pursuant to Section 13307 of the Elections Code of the State of California, each candidate for elective office to be voted for at the General Municipal Election to be held in the City of Rancho Cucamonga on November 8, 2022, may prepare a candidate statement on an appropriate form provided by the City Clerk. Such statement may include the candidate's name, age, and occupation and a brief description of no more than 200 words of the candidate's education and qualifications expressed by the candidate. Such statement shall not include the party affiliation of the candidate nor membership or activity in partisan political organizations. Such statement shall be filed in the Office of the City Clerk at the time the candidate's nomination papers are filed. Such statement may be withdrawn, but not changed, during the period for filing nomination papers and until 5:00 p.m. of the next working day after the close of the nomination period. SECTION 2: Additional Materials. No candidate will be permitted to include additional materials in the voter information guide. SECTION 3. FOREIGN LANGUAGE POLICY. Pursuant to the Federal Voting Rights Act, candidate statements will be translated into all languages required by the County of San Bernardino. The County will mail separate sample ballots and candidate statements in the required languages to only those voters who are on the county voter file as having requested a sample ballot in a particular language. The County will make the sample ballots and candidates' statements in the required languages available at all polling places, on the County's website, and in the Election Official's office. SECTION 4. Payment. The City Clerk shall estimate the total cost of printing, handling, translating, and mailing the candidate's statements filed pursuant to the Elections Code, including costs incurred as a result of complying with the Voting Rights Act of 1965 (as amended), and require each candidate filing a statement to pay in advance their pro-rata share as a condition of having their statement included in the voter's pamphlet. The estimate is just an approximation of the actual cost that varies from one election to another election and may be significantly more or less than the estimate, depending upon the actual number of candidates filing statements. Accordingly, the Clerk is not bound by the estimate and may, on a pro-rata basis, bill the candidate for additional actual expense or refund any excess paid depending on the final cost. In the event of underpayment, the Clerk may require the candidate to pay the Resolution No. 2022-073 — Page 1 of 2 Page 242 balance of the cost incurred. In the event of overpayment, the Clerk shall prorate the excess amount among the candidates and refund the excess amount paid. SECTION 5. That the City Clerk shall provide each candidate or the candidate's representative a copy of this Resolution at the time nominating petitions are issued. SECTION 6. All previous Resolutions establishing Council policy on payment for candidates' statements are repealed. SECTION 7. This Resolution shall apply only to the election to be held on November 8, 2022, and shall then be repealed. PASSED, APPROVED, AND ADOPTED this 15 day of June 2022. L. Dennis Michael, Mayor ATTEST: Janice C. Reynolds, City Clerk STATE OF CALIFORNIA ) COUNTY OF SAN BERNARDINO ) ss CITY OF RANCHO CUCAMONGA ) I, Janice C. Reynolds, City Clerk of the City of Rancho Cucamonga, do hereby certify that the foregoing Resolution was duly passed, approved, and adopted by the City Council of the City of Rancho Cucamonga, at a Regular Meeting of said Council held on the 15t" day of June 2022. AYES: NOES: ABSENT: ABSTAINED: Executed this 16t" day of June, 2022, at Rancho Cucamonga, California. Janice C. Reynolds, City Clerk Resolution No. 2022-073 — Page 2 of 2 Page 243 DATE: June 15, 2022 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: Noah Daniels, Finance Director SUBJECT: Consideration of Approval of Resolutions for the Landscape Maintenance Districts, Street Lighting Maintenance Districts, and Park and Recreation Improvement District as follows: (1) Resolutions Ordering the Preparation of the Annual Engineer's Reports; (2) Resolutions Approving the Preliminary Annual Engineer's Reports; (3) Resolutions of Intention to Levy Annual Assessments and Sets the Time and Place for a Public Hearing for Each. (RESOLUTION NOS. 2022-079, 2022-080, 2022-081, 2022-082, 2022-083, 2022-084, 2022-085, 2022-086 AND 2022-087) (CITY) RECOMMENDATION: It is recommended that the City Council take the following actions for Landscape Maintenance District Nos. 1, 2, 313, 4-R, 5, 6-R, 7, 8, 9 ("LIVID"), and 10; Street Lighting Maintenance District Nos. 1, 2, 3, 4, 5, 6, 7, and 8 ("SLD"); and Park and Recreation Improvement District No. PD-85 (PD-85) (collectively, the "Districts" ): 1. Adopt Resolutions Ordering the Preparation of the Annual Engineer's Reports; 2. Adopt Resolutions Approving the Preliminary Annual Engineer's Reports; 3. Adopt Resolutions of Intention to Levy Annual Assessments and Sets a Public Hearing for July 20, 2022. BACKGROUND: The City of Rancho Cucamonga administers the Districts, including setting the assessment rates paid by property owners. Property owners pay these annual assessments through their property tax bills for the maintenance and operations of parks, landscaping, and street lights within their communities. To set the assessment rates for the upcoming fiscal year, the City Council levies the assessment and reconfirms the Districts by a series of resolutions and a public hearing. The process, which is set by the Landscaping and Lighting Act of 1972 (the "1972 Act"), includes the following steps for the Districts: 1. City Council orders the preparation of the Annual Engineer's Report; 2. City Council accepts the preliminary Annual Engineer's Report; 3. City Council declares their intention to levy annual assessments and sets the time and place for a public hearing; and 4. City Council conducts a public hearing and takes action to confirm the Districts and levy assessments for the upcoming fiscal year. Page 244 The 1972 Act requires the City Council to order and accept the preliminary Annual Engineer's Reports. However, approval of the Annual Engineer's Reports and levy of annual assessments are not final until after the City Council conducts a public hearing on July 20, 2022, at 7:00 p.m. After conducting the public hearing, the City Council may adopt a resolution confirming the levy of assessments as recommended. Upon final adoption, the Districts will be reconfirmed for the upcoming fiscal year. The assessment will be posted to the County of San Bernardino tax rolls before the deadline in August. These assessments will appear as a separate item on the property tax bill for each parcel. The recommended rates were developed during the Fiscal Year 2022/23 budget process and are included in the budgeted revenues for each District. ANALYSIS: Each District has specific and unique improvements based on its boundaries and the community. Additionally, each District's assessment rate cannot exceed its maximum allowable assessment rate to comply with state law. On an annual basis, City staff performs financial analysis for each District to determine the recommended rates to the City Council that meet the current operations and future capital replacement needs for each District. The table below provides the maximum assessment rate, the current Fiscal Year 2021/22 assessment rate, and the recommended the Fiscal Year 2022/23 rate based on the analysis performed during the budget process for the Districts: Fiscal Year Fiscal Year District / Name Maximum 2021/22 2022/23 Notes LMD 1 $92.21 $92.21 $92.21 A rate increase would require (General City) voter approval. LMD 2 $562.85 $503.80 $518.88 3.0% increase to reflect (Victoria planned future capital Neighborhood projects. Parks LMD 313 $352.80 $282.24 $282.24 No change recommended. (Commercial Industrial LMD 4-R $499.32 $397.15 $397.15 No change recommended. (Terra Vista Planned Community) LMD 5 $113.29 $56.65 $56.65 No change recommended. (Andover) LMD 6-R $475.93 $462.07 $475.93 3.0% increase to reflect an (Caryn Planned increase in operational costs. Community) LMD 7 $307.05 $307.05 $307.05 A rate increase would require (North Etiwanda) voter approval. LMD 8 $151.45 $151.45 $151.45 A rate increase would require (South Etiwanda) voter approval. LMD 9 $644.01 $311.92 $311.92 No change recommended. (Lower Etiwanda) Page 2 Page 245 Fiscal Year Fiscal Year District / Name Maximum 2021/22 2022/23 Notes LMD 10 $1,021.79 $781.48 $804.92 3% increase to reflect an (Rancho Etiwanda) increase in operational costs. SLID 1 $17.77 $17.77 $17.77 A rate increase would require (Arterials) voter approval. SLID 2 $39.97 $39.97 $39.97 A rate increase would require (Local Streets) voter approval. SLID 3 $47.15 $47.15 $47.15 A rate increase would require (Victoria Planned voter approval. Community) SLID 4 $28.96 $28.96 $28.96 A rate increase would require (Terra Vista Planned voter approval. Community) SLID 5 $34.60 $34.60 $34.60 A rate increase would require (Caryn Planned voter approval. Community) SLID 6 $51.40 $51.40 $51.40 A rate increase would require (Commercial voter approval. Industrial SLD 7 $33.32 $33.32 $33.32 A rate increase would require (North Etiwanda) voter approval. SLID 8 $193.75 $30.60 $30.60 No change recommended. (South Etiwanda) PD-85 $31.00 $31.00 $31.00 A rate increase would require (Red Hill and voter approval. Heritage Parks Detailed information for the Districts is contained in the specific preliminary Annual Engineer's Reports attached to this staff report. However, a summary of the analysis for the recommended the Fiscal Year 2022/23 rates is as follows: • Due to California law, assessment rates cannot be increased without voter approval. While voters in LMD 2, LMD 4-R, LMD 6-R, LMD 9, and LMD 10 approved annual rate escalations limited by CPI, other Districts are at the maximum allowable rate. Thus, the assessments for LMD 1, LMD 7, LMD 8, SLDs 1 through 7, and PD-85 cannot be increased. In those cases, services are reduced to lower operating costs to be in line with the assessment revenues. • There are no recommended changes to the assessment rates for LMD 3B, LMD 4-R, LMD 5, LMD 9, and SLD 8. For those Districts, City staff has determined that the current assessment rate is sufficient to meet the operational needs of the District for this year. • An increase from $503.80 to $518.88, or 3.0%, but below the maximum allowable rate of $562.85, is recommended for LMD 2. The increase is primarily the result of planned capital improvement projects. The capital expenditures include $1.6 million for installing drought - tolerant landscaping, which will reduce water utility expenditures, and $250,000 for replacement of deteriorating or inoperative paseo lighting. • An increase from $462.07 to $475.93 per single family residence, or 3.0%, which would bring this district to the maximum allowable rate, is recommended for LMD 6-R. During the budget analysis, the budgeted operating and capital expenditures exceeded budgeted revenues, including the General Benefit Equivalent Contribution from the General Fund, Page 3 Page 246 by $73,110, indicating the need for a rate adjustment. Capital expenditures include $50,000 for installing drought -tolerant landscaping, which will decrease water utilities expenditures, which is one of the more significant single expenditures for LMD 6-R. Reducing operating expenditures will help alleviate the use of reserves in future fiscal years. An increase from $781.48 to $804.92 per single family residence, or 3%, but below the maximum allowable rate of $1,021.79, is recommended for LMD 10. A series of incremental increases were planned for LMD 10 to reduce the use of reserves based on budgeted expenditures and revenues. For the Fiscal Year 2022/23, the budgeted expenditures exceed budgeted revenues by $120,010. Lastly, when the Districts were established, they were created in conjunction with new development coming into the City and were intended to bear the costs of the improvements that provide a special benefit to the property owners. However, some Districts have long-term fiscal sustainability issues due to expenditures continuing to increase above the total revenues the Districts can generate over time. Generally, this is caused by either the state law restrictions capping the maximum allowable assessment rate without voter approval or insufficient rate increases. Those Districts might receive "General Benefit Equivalent" contributions from the City's General Fund, which the City Council authorizes to support a District that is operating at a deficit, lacks the resources for necessary maintenance or has insufficient operating reserves. Per City policy, the amount of the General Benefit Equivalent will not exceed 11 % of the adjusted total budget for that district. In Fiscal Year 2022/23, the following Districts are budgeted to receive General Benefit Equivalent contributions: • $64,290 for LMD 1 • $40,120 for LMD 6-R • $85,110 for SLD 2 $25,160 for SLD 5 • $39,240 for SLD 7 • $177,330 for PD-85 ($26,980 for operations of Red Hill and Heritage Parks and $150,350 for the Red Hill Water Feature) Another type of contribution from the General Fund is a "General Benefit Contribution," which is required by law and quantifies the dollar value of a general benefit provided to the community at large by the District. For Fiscal Year 2022/23, LMD 2 is budgeted to receive $318,570 in General Benefit Contribution in accordance with the voter -approved measure. FISCAL IMPACT: 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). These amounts are budgeted and approved by the City Council through the budget approval process.. COUNCIL MISSION / VISION / GOAL(S) ADDRESSED: This item addresses the City Council's core value of intentionally embracing and anticipating the Page 4 Page 247 future by complying with reporting requirements for assessment revenues to provide public services and facilities to the Districts. Additionally, by adopting the resolutions setting a public hearing for July 20, 2022, the City Council is actively seeking and respectfully considering all public input by allowing the public an opportunity to participate in the decision -making process for the financial sustainability of the Districts. ATTACHMENTS: Attachment 1 - Preliminary Engineer's Report LIVID 1 Attachment 2 - Preliminary Engineer's Report LIVID 2 Attachment 3 - Preliminary Engineer's Report LIVID 3B Attachment 4 - Preliminary Engineer's Report LIVID 4-R Attachment 5 - Preliminary Engineer's Report LIVID 5 Attachment 6 - Preliminary Engineer's Report LIVID 6-R Attachment 7 - Preliminary Engineer's Report LIVID 7 Attachment 8 - Preliminary Engineer's Report LIVID 8 Attachment 9 - Preliminary Engineer's Report LIVID 9 Attachment 10 - Preliminary Engineer's Report LIVID 10 Attachment 11 - Preliminary Engineer's Report SLD 1 Attachment 12 - Preliminary Engineer's Report SLD 2 Attachment 13 - Preliminary Engineer's Report SLD 3 Attachment 14 - Preliminary Engineer's Report SLD 4 Attachment 15 - Preliminary Engineer's Report SLD 5 Attachment 16 - Preliminary Engineer's Report SLD 6 Attachment 17 - Preliminary Engineer's Report SLD 7 Attachment 18 - Preliminary Engineer's Report SLD 8 Attachment 19 - Preliminary Engineer's Report PD-85 Attachment 20 - Resolution LIVID Preparation of Engineer's Report Attachment 21 - Resolution LIVID Approving Preliminary Annual Engineer's Report Attachment 22 - Resolution LIVID Declare Intention to Levy Assessment & Set Pub Hearing Attachment 23 - Resolution SLD Preparation of Engineer's Report Attachment 24 - Resolution SLD Approving Preliminary Annual Engineer's Report Attachment 25 - Resolution SLD Declare Intention to Levy Assessment & Set Pub Hearing Attachment 26 - Resolution PD-85 Preparation of Engineer's Report Attachment 27 - Resolution PD-85 Approving Preliminary Annual Engineer's Report Attachment 28 - Resolution PD-85 Declare Intention to Levy Assessment & Set Pub Hearing Page 5 Page 248 Preliminary Annual Engineer's Report Fiscal Year 2022/23 City of Rancho Cucamonga Landscape Maintenance District No. 1 (General City) ATTACHMENT 1 Page 249 CITY OF RANCHO CUCAMONGA LANDSCAPE MAINTENANCE DISTRICT NO (GENERAL CITY) 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Phone: 909.477.2700 Fax: 909.477.2845 CITY COUNCIL L. Dennis Michael, Mayor Lynne B. Kennedy, Mayor Pro Tern Ryan A. Hutchison, Council Member Kristine D. Scott, 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 Noah Daniels, Finance Director Page 250 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 251 ENGINEER'S LETTER WHEREAS, on June 15, 2022, the City Council of Rancho Cucamonga (the "City"), under the Landscape and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 2022-xxx, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Landscape Maintenance District No. 1 (General City) (the "District"); and WHEREAS, the Resolution Initiating Proceedings directed staff to prepare and file an Annual Engineer's Report for Fiscal Year 2022/23 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 2022/23 Budget Expenditures Personnel Services $ 43,550 Operations and Maintenance 1,399,700 Capital Expenditures 398,130 Transfer Out 90,000 Total Expenditures Budget 1,931,380 Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies 1,256,110 Anticipated Prior Year Delinquencies Collection 12,220 Subtotal - Taxes 1,268,330 Other Revenues 57,880 Transfer In 203,330 Total Revenues Budget 1,529,540 Contribution to/(Use of) Fund Balance $ (401,840) Total District EBU Count 13,621.67 Actual Assessment per EBU $ 92.21 Maximum Allowable Assessment per EBU $ 92.21 Landscape Maintenance District No. 1 — City of Rancho Cucamonga 1 Fiscal Year 2022/23 ATTACHMENT 1 Page 252 In making the assessments contained herein pursuant to the 1972 Act: I have identified all parcels which will have a special benefit conferred upon them from the improvement described in the Special Benefit Section of this Annual Engineer's Report (the "Specially Benefited Parcels"). For particulars as to the identification of said parcels, reference is made to the Assessment Diagram, a copy of which is included in this Annual Engineer's Report. 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefited Parcels. In making such evaluation: a. The proportionate special benefit derived by each Specially Benefited Parcel from the improvements was determined in relationship to the entirety of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefited Parcel which exceeds the reasonable cost of the proportional special benefit conferred on such parcel from the improvements; and c. Any general benefits from the improvements have been separated from the special benefits and only special benefits have been assessed. I, the undersigned, respectfully submit the enclosed Annual Engineer's Report and, to the best of my knowledge, information and belief, I certify that the Annual Engineer's Report and Assessment Diagram included herein have been prepared and computed in accordance with the order of the City Council of the City of Rancho Cucamonga and the Assessment Law. Jason C. Welday, Director of Engineering Services/City Engineer Landscape Maintenance District No. 1 — City of Rancho Cucamonga 2 Fiscal Year 2022/23 ATTACHMENT 1 Page 253 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 2022/23 ATTACHMENT 1 Page 254 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 2022/23 ATTACHMENT 1 Page 255 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 2022/23 ATTACHMENT 1 Page 256 A-7 The cutouts and vines on the south side of Wilson Ave from the Alta Loma Channel to 240 feet east of Zapata PI. Ground Cover area: 911 square feet A-8 The east side of Broken Star Ct from 80 feet south of Highland Ave to Highland Ave; the north side of Highland Ave from Amethyst Ave to Broken Star Ct including wood chip area north of sidewalk, the south side of Highland Ave from Broken Star Ct to Amethyst Ave; the west side of Amethyst Ave from 140 feet south of Highland Ave to 265 feet south of Highland Ave. Ground Cover area: 6,545 square feet Hardscape area: 2,554 square feet Mulchscape area: 14,005 square feet A-9 The south side of Highland Ave from Hellman Ave to Broken Star Ct. Ground Cover area: 7,865 square feet A-10 The south side of 19th St from 170 feet west of Pilgrim Ct to 167 feet east of Pilgrim Ct. Ground Cover area: 1,808 square feet Hardscape area: 1,084 square feet A-11 The east side of Amethyst Ave from Lemon Ave to 230 feet north of Apricot Ave. Ground Cover area: 2,115 square feet Hardscape area: 3,438 square feet A-12 The west side of Sapphire St from 710 feet north of Hillside Rd to Hillside Rd. Ground Cover area: 4,500 square feet A-13 The south side of Victoria St from 110 feet west of London Ave to Ramona Ave. Ground Cover area: 2,705 square feet Hardscape area: 3,480 square feet A-14 The west side of Archibald Ave from 273 feet north of La Gloria Dr to Lemon Ave; the La Gloria Dr median from Archibald Ave to Jadeite Ave; the north and south side of La Gloria Dr from Archibald Ave to 53 feet east of Jadeite Ave; the north side of Lemon Ave from Archibald Ave to 55 feet east of Klusman Ave. Ground Cover area: 12,880 square feet Hardscape area: 12,030 square feet Landscape Maintenance District No. 1 — City of Rancho Cucamonga 6 Fiscal Year 2022/23 ATTACHMENT 1 Page 257 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 2022/23 ATTACHMENT 1 Page 258 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 2022/23 ATTACHMENT 1 Page 259 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 2022/23 ATTACHMENT 1 Page 260 A-43 WIM The north side of Base Line Rd from Topaz St to the Cucamonga Creek Channel. Ground Cover area: 4,563 square feet Hardscape area: 1,890 square feet The cutouts on the west side of Sapphire St from Banyan St to Marble Ave. Ground Cover area: 7,300 square feet The mainline for this site was connected to A-46 on September 8, 1999. The south side of Banyan St from Northstar PI to Zircon Ave. Ground Cover area: 7,448 square feet Hardscape area: 7,890 square feet A-47 The cutouts and vines on the north side of Banyan St from 180 feet east of Zircon Ave to 186 feet west of Vineyard Ave. Ground Cover area: 1,300 square feet A-48 The parkway on the west side of Beryl St from 452 feet north of Cielito St; 158 feet south of Cielito St and the easement between 9063 and 9073 Cielito St from Cielito St to 170 feet south of Cielito St. Ground Cover area: 6,916 square feet Hardscape area: 2,440 square feet A-49 The east side of Carnelian St from 662 feet south of Banyan St to Banyan St; the south side of Banyan St from Carnelian St to Northstar PI. Ground Cover area: 5,906 square feet Hardscape area: 6,972 square feet A-50 The north side of Almond St from Sapphire St to Crestview PI; the east and west side of Skyline Rd from Almond St to 595 feet north of Almond St. Ground Cover area: 17,600 square feet Hardscape area: 8,680 square feet A-51 The planter adjacent to the equestrian trail; from Haven Ave to Riverwood PI, north of County flood retention basin, west of Chaffey College. The west side of Haven Ave from 400 feet north of Amber Ln to 270 feet south of Amber Ln, and the north and south side of Amber Ln from Haven Ave to San Felipe Ct. Ground Cover area: 37,977 square feet Hardscape area: 5,458 square feet Landscape Maintenance District No. 1 — City of Rancho Cucamonga 10 Fiscal Year 2022/23 ATTACHMENT 1 Page 261 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 2022/23 ATTACHMENT 1 Page 262 A-60 The south side of Lemon Ave from 290 feet east of Archibald Ave to London Ave. The west side of London Ave from Lemon Ave to Orange St. Ground Cover area: 2,569 square feet Hardscape area: 4,122 square feet A-61 The north side of Carrari St from London Ave to Archibald Ave. Ground Cover area: 25,152 square feet Hardscape area: 1,698 square feet A-62 The east side of Archibald Ave from Carrari St to 505 feet north of Meadowood Dr. Ground Cover area: 8,626 square feet Hardscape area: 1,824 square feet A-63 The south side of Almond St from Carriage Rd to Almond St. Ground Cover area: 3,342 square feet Hardscape area: 3,600 square feet A-64 The east side of Beryl St from Cottonwood Way to Wilson Ave. The south side of Wilson Ave from Beryl St to 437 feet east of Beryl St. The north side of Wilson Ave from Cousins PI to 474 feet east of Cousins PI. Ground Cover area: 11,973 square feet A-65 A-67 Hardscape area: 9,949 square feet The east side of Archibald Ave from La Gloria Dr to 328 feet north of La Gloria Dr. Ground Cover area: 2,279 square feet Hardscape area: 2,411 square feet The east side of Hermosa Ave from Waterford Ln to 500 feet north of Waterford Ln. Ground Cover area: 4,695 square feet Hardscape area: 5,947 square feet The south side of 19th St from 220 feet east of Sapphire St to Via Serena. Ground Cover area: 3,208 square feet Hardscape area: 4,158 square feet The west side of Haven Ave from Hillside Rd to 783 feet south of Hillside Rd. Ground Cover area: 3,492 square feet A-69 The north side of Hillside Rd from 27 feet west of Mayberry Ave to 191 feet west of Mayberry Ave. Ground Cover area: 1,002 square feet Hardscape area: 1,605 square feet Landscape Maintenance District No. 1 — City of Rancho Cucamonga 12 Fiscal Year 2022/23 ATTACHMENT 1 Page 263 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 2022/23 ATTACHMENT 1 Page 264 B-2 The north side of Highland Ave from the Deer Creek Channel to San Benito Ave. The north side of 19th St from San Benito Ave to Palm Dr. The west and east side of Alameda Ave from 19th St to Ring Ave. The east side of Palm Dr from 19th St to Ring Ave. Ground Cover area: 47,397 square feet Hardscape area: 26,285 square feet B-3 The paseo from Sutter Ct to Deer Creek Channel. Ground Cover area: 294 square feet Hardscape area: 400 square feet B-4 The north side of Banyan St from Deer Creek Channel to 355 feet west of Fredericksburg Ave. Ground Cover area: 9,200 square feet Hardscape area: 3,834 square feet B-5 The north side of Lemon Ave from Semillion PI to 188 feet west of Terracina Ave. Ground Cover area: 14,472 square feet Hardscape area: 3,894 square feet B-6 The north side of Lemon Ave from Barsac PI to Semillion PI. Ground Cover area: 15,784 square feet Hardscape area: 3,780 square feet B-7 The south side of Banyan St from Cabernet PI to 414 feet east of Cabernet PI Ground Cover area: 18,814 square feet B-8 The south side of Banyan St from Callaway PI to Muscat PI. Ground Cover area: 10,505 square feet B-9 The east side of Haven Ave from Banyan St to 240 feet north of Banyan St. The north side of Banyan St from Haven Ave to Merlot Ct. Ground Cover area: 24,975 square feet Hardscape area: 1,356 square feet B-10 The east side of Haven Ave from 400 feet south of Banyan St to Banyan St. The south side of Banyan St from Haven Ave to Callaway PI. Ground Cover area: 14,548 square feet Hardscape area: 6,348 square feet B-11 The south side of Banyan St from Muscat PI to Cabernet PI. Ground Cover area: 33,282 square feet Landscape Maintenance District No. 1 — City of Rancho Cucamonga 14 Fiscal Year 2022/23 ATTACHMENT 1 Page 265 B-12 The north side of Lemon Ave from Barsac PI to 135 feet east of Valinda Ave. Ground Cover area: 13,464 square feet Hardscape area: 4,098 square feet B-13 The south side of 19th St from Inyo PI to 585 feet east of San Benito Ave. The parkways on the east and west side of San Benito Ave from 19th St to San Mateo PI. The east side of Inyo PI from 19th St to paseo south of 19th St and the paseo running east from Inyo PI to Sonora Ave. Ground Cover area: 20,950 square feet Hardscape area: 14,192 square feet MW B-15 The paseo from San Benito Ave and Sonora Ave to the Deer Creek Channel. Ground Cover area: 2,000 square feet Hardscape area: 540 square feet The paseo from Stanislaus PI and La Vine St to the Deer Creek Channel. Ground Cover area: 1,040 square feet Hardscape area: 428 square feet B-16 The paseo from Inyo PI to Mendocino PI. Ground Cover area: 225 square feet Hardscape area: 184 square feet B-17 The paseo from Yuba Ct to Deer Creek Channel. Ground Cover area: 918 square feet Hardscape area: 420 square feet B-18 The south side of Wilson Ave from 377 feet west of Canistel Ave to 1032 feet east of Canistel Ave. Ground Cover area: 6,762 square feet Hardscape area: 8,454 square feet B-19 The east side of Haven Ave from the Southern Pacific Railroad to 341 feet south of Victoria St. Ground Cover area: 6,415 square feet Hardscape area: 8,865 square feet B-20 The east side of Haven Ave from 341 feet south of Victoria St to Victoria St; the south side of Victoria St from Haven Ave to 237 feet east of Mango St. Ground Cover area: 16,900 square feet Hardscape area: 8,767 square feet Landscape Maintenance District No. 1 — City of Rancho Cucamonga 15 Fiscal Year 2022/23 ATTACHMENT 1 Page 266 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 2022/23 ATTACHMENT 1 Page 267 C-1 The north side of 26th St from Andover PI to Hermosa Ave. The east side of Hermosa Ave from 26th St to 331 feet north of Concord Dr. Ground Cover area: 22,227 square feet Hardscape area: 5,532 square feet C-2 The entry monument on the northeast and northwest corners of 4th St and Archibald Ave. Ground Cover area: 6,337 square feet Hardscape area: 3,998 square feet C-3 C-4 The south side of Base Line Rd from Ramona Ave to 128 feet east of Cambridge Ave. Ground Cover area: 17,262 square feet Hardscape area: 4,865 square feet The south side of Base Line Rd from 440 feet west of Ramona Ave to Ramona Ave. Ground Cover area: 6,198 square feet Hardscape area: 2,200 square feet C-5 The south side of Base Line Rd from 340 feet west of Center Ave to 103 feet east of Center Ave. Ground Cover area: 8,850 square feet Hardscape area: 2,215 square feet C-6 The south side of Base Line Rd from Ivy Ln to 105 feet west of Marine Ave. Ground Cover area: 8,080 square feet Hardscape area: 2,475 square feet C-7 The parkway on the north side of Church St from 142 feet east of Teak Way to 230 feet west of Teak Way. Ground Cover area: 1,813 square feet Hardscape area: 1,650 square feet C-8 The west side of Hermosa Ave from 524 feet north of Palo Alto St to 142 feet south of Palo Alto St. Ground Cover area: 2,650 square feet Hardscape area: 3,996 square feet C-9 The parkway on the west side of Hermosa Ave from 163 feet north of Ironwood St to 145 feet south of Ironwood St. Ground Cover area: 1,500 square feet Hardscape area: 1,848 square feet Landscape Maintenance District No. 1 — City of Rancho Cucamonga 17 Fiscal Year 2022/23 ATTACHMENT 1 Page 268 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 2022/23 ATTACHMENT 1 Page 269 D-1 D-2 D-3 The east side of Rochester Ave from Church St to Base Line Rd. Ground Cover area: 27,920 square feet Hardscape area: 17,301 square feet The east side of Rochester Ave from 146 feet south of Chervil St to Church St. Ground Cover area: 21,858 square feet Hardscape area: 13,263 square feet The south side of Base Line Rd from Rochester Ave to 600 feet east of Rochester Ave. Ground Cover area: 2,180 square feet Hardscape area: 4,121 square feet D-4 The north and south sides of Church St from Rochester Ave to 150 feet east of Hyssop Dr. Ground Cover area: 6,340 square feet Hardscape area: 8,887 square feet D-5 The landscape along the Edison corridor from Arrow Rt. To Foothill Blvd. Ground Cover area: 23,392 square feet H-9 The Haven Ave median from the 210 freeway to Alta Loma Dr. Ground Cover area: 2,207 square feet H-10 The Haven Ave median from entrance of Haven Village to Amber Ln. Ground Cover area: 6,968 square feet Converted 5,131 square feet of turf to ground cover effective April 1, 2013. Area listed is the 50% maintained by LMD 1. An equal amount is maintained by General Fund as of March 25, 2013 H-11 The Haven Ave median from Amber Ln to Olive Way. Ground Cover area: 5,026 square feet Converted 3,475 square feet of turf to ground cover effective April 1, 2013. Area listed is the 50% maintained by LMD 1. An equal amount is maintained by General Fund as of March 25, 2013 H-12 The Haven Ave median from Olive Way to 712 feet north of Wilson Ave. Ground Cover area: 6,734 square feet Converted 3,933 square feet of turf to ground cover effective April 1, 2013. Area listed is the 50% maintained by LMD 1. An equal amount is maintained by General Fund as of March 25, 2013 H-13 The Haven Ave median from 19th St to the 210 freeway. Ground Cover area: 12,514 square feet Landscape Maintenance District No. 1 — City of Rancho Cucamonga 19 Fiscal Year 2022/23 ATTACHMENT 1 Page 270 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 2022/23 ATTACHMENT 1 Page 271 M 0 z E U _ M . O U L 4J � � IQ V .' of p L U Gr? C a 4' U � CL 0 1n M a r c � 0 }ur�a�i ri�ai r ■ ■ ■ ■ `AV 12PUemI)a ■ r 18 Na auk hep �•�. �Ir � .I�.ir ern ny Ja450gD08 • y,/ 1 I i AV UeAeH ny esauaaaH AV P1eq-lq aJV rw� =� i AV UewllaH i 75 ueilauieD AV Aneq:) i I I � I r T °t 5 a a N + n o t � Op � g IA CL CU � O O v � � � � t J C __j __j --i t � ■ r �i I _ r I --j 0 a ®. .. AV 46e3 cn � t AV epUeMija N 1 1 r ny �a�sayao� i i 1 AV Ua�11J1W o w I Ay uaAUH = 4 ny esovaaaH LJ n p AV Plegg3jV i u ny ueeu11aH r : V, AV p O&WIA � F�4� 'f7 � c AV a OJE) c + Q J L 0�0 8 a a iN�ypyal J3 h Landscape Maintenance District No. 1 — City of Rancho Cucamonga 21 Fiscal Year 2022/23 ATTACHMENT 1 Page 272 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 2022/23 Budget Expenditures Personnel Services: Regular Salaries $ 18,720 Part-time Salaries 11,940 Fringe Benefits 12,890 Subtotal - Personnel 43,550 Operations and Maintenance: Operations and Maintenance: O & M/General 83,750 O & M/Facilities 2,300 Emergency Equipment and Vehicle Rental 5,800 Equipment Operations and Maintenance 3,000 Subtotal - Operations and Maintenance 94,850 Contract Services: Contract Services/General 608,810 Contract Services/Facilities 7,410 Contract Vehicle Maintenance/Repair 2,000 Tree Maintenance 145,780 Subtotal - Contract Services 764,000 Utilities: Telephone Utilities 1,890 Water Utilities 380,530 Electric Utilities 42,100 Subtotal - Utilities 424,520 Assessment Administration 43,290 Admin./General Overhead 72,380 Other Expenses 660 Subtotal - Operations and Maintenance 1,399,700 Capital Expenditures: Captial Outlay- Equipment 7,130 Captial Outlay - Improvements Other Than Building 69,000 Captial Project 322,000 Subtotal - Capital Expenditures 398,130 Transfer Out: Transfer Out - LMD #1 Capital Reserve Fund 90,000 Total Expenditures Budget $ 1,931,380 Landscape Maintenance District No. 1 — City of Rancho Cucamonga 22 Fiscal Year 2022/23 ATTACHMENT 1 Page 273 Fiscal Year 2022/23 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 1,256,110 Anticipated Prior Year Delinquencies Collection 12,220 Subtotal - Taxes 1,268,330 Other Revenues: Interest Earnings Other Rental/Lease Income Park Maintenance Fees Sports Field User Group Rentals Sports Lighting Fees Other Revenue Subtotal - Other Revenues: Transfer In: Transfer In - General Fund Transfer In - LIVID #1 Operating Fund Transfer In - CFD Empire Lakes Subtotal - Transfer In: 16,620 28,270 3,050 110 9,730 100 57,880 64,290 90,000 49,040 203,330 Total Revenues Budget 1,529,540 Contribution to/(Use of) Fund Balance $ (401,840) Total Gross Estimated Assessments $ 1,256,106.10 Total District EBU Count 13,621.67 Actual Assessment per EBU - Fiscal Year 2022/23 $ 92.21 Maximum Allowable Assement per EBU - Fiscal Year 2022/23 $ 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 2022/23 ATTACHMENT 1 Page 274 Operating Capital Total RPCPr%/P RPCPr%ti- RPCPY%/P Estimated Reserve Fund Balance, June 30, 2022 $1,306,447 $415,783 $1,722,230 Contribution to/(Use of) Reserve - Fiscal Year 2022/23 (340,730) (61,110) (401,840) Estimated Reserve Fund Balance, June 30, 2023 $965,717 $354,673 $1,320,390 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 2022/23 ATTACHMENT 1 Page 275 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 2022/23 ATTACHMENT 1 Page 276 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 2022/23 ATTACHMENT 1 Page 277 • 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 2022/23 ATTACHMENT 1 Page 278 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 2022/23 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 8,413.00 8,413.00 Multi -Family Residential 92.21 92.21 10,382.00 5,191.00 Non -Residential 92.21 92.21 1 8.83 17.67 The total amount of maintenance and incidental costs for maintaining the landscaping and community trail improvements is assessed to the individual parcels of real property within the District in proportion to the special benefit received by such parcels of real property. The proposed individual assessments are shown on the assessment roll in this report. ASSESSMENT DIAGRAM An Assessment Diagram for the District is shown on the following page. The lines and dimensions of each lot or parcel within the District are those lines and dimensions shown on the maps of the San Bernardino County Assessor Office, at the time this report was prepared, and are incorporated by reference herein and made part of this Engineer's Report. Landscape Maintenance District No. 1 — City of Rancho Cucamonga 28 Fiscal Year 2022/23 ATTACHMENT 1 Page 279 V) m 0zU E E U ny ivaay �.�.�.�.�.� r-r o U U J roil _ _ : 00 ii 4 �.�i •IG `AV lse3 N Q, AV epuenn!;�' •�•••�•� AV epuennl33 r� U i c A20}lu 19 Magi:) AV aNsa4OOb ■ ny a91saUD0�1 i AV uaj!II!W ...�.�.�.�.� ■ ■ AV UaneH : ■ AV esauaaaH i i nv Pleg!uaav AV uewpaH i i ;S Ue11auae: i ■ 1 =z L # C' u 1; hit .L i_ CR �+;1■1+"11■F■1■L1■ m cif cn L ■ AV Uaj!ll!W i i i i i AV UaAeH AV escuaaaH ■ AV PIeq!yaa'd ~` AV UeuallaH AV PJM�w!A AV aAOAD Landscape Maintenance District No. 1 — City of Rancho Cucamonga 29 Fiscal Year 2022/23 ATTACHMENT 1 Page 280 ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2022/23 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 2022/23 actual assessments for the District: Property Type (County Use Code) Actual Assessment Rate Per EBU Total Units/ Acres Total EBUs Total Assessment Single-family Residential $92.21 8,413.00 8,413.00 $775,762.73 Multi -family Residential 92.21 10,382.00 5,191.00 478,714.02 Non-residential 92.21 8.83 17.67 1,629.35 Total 18,803.83 13,621.67 $1,256,106.10 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 2022/23: APN Annexation Date Project Name Total Units/Acres Total EBUS Property Type 1077-881-13 02/03/21 DRC2016-00593 92.00 46.00 Multi -family Res 0201-182-33 02/03/21 PMT2020-04723 1.00 1.00 Single-family Res 0201-163-05 04/21/21 PMT2020-05213 1.00 1.00 Single-family Res 1061-351-11 04/21/21 PMT2020-03289 1.00 1.00 Single-family Res 1074-451-12 04/21/21 PMT2020-04586 1.00 1.00 Single-family Res 1062-131-28 08/04/21 PMT2021-00438 1.00 1.00 Single-family Res 0209-101-08 11/03/21 PMT2021-01562 1.00 1.00 Single-family Res 0208-091-44 11/03/21 SUBTPM20101 3.00 3.00 Single-family Res Landscape Maintenance District No. 1 — City of Rancho Cucamonga 30 Fiscal Year 2022/23 ATTACHMENT 1 Page 281 Preliminary Annual Engineer's Report Fiscal Year 2022/23 City of Rancho Cucamonga Landscape Maintenance District No. 2 (Victoria Neighborhood Parks) ATTACHMENT 2 Page 282 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: 909.477.2845 CITY COUNCIL L. Dennis Michael, Mayor Lynne B. Kennedy, Mayor Pro Tern Ryan A. Hutchison, Council Member Kristine D. Scott, 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 Noah Daniels, Finance Director Page 283 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 284 Proposed Maximum Assessment Rates Cost of Living Inflator ASSESSMENT DIAGRAM ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll Annexations 50 50 51 53 53 53 Page 285 ENGINEER'S LETTER WHEREAS, on June 15, 2022, the City Council of Rancho Cucamonga (the "City"), under the Landscape and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 2022-xxx, a Resolution Initiating Proceedings for the Levy of Annual Assessments Landscape Maintenance District No. 2 (Victoria Neighborhood Parks) (hereafter, referred to as the "District"); and WHEREAS, the Resolution Initiating Proceedings directed staff to prepare and file an Annual Engineer's Report for Fiscal Year 2022/23 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 2022/23 Budget Expenditures Personnel Services $ 987,310 Operations and Maintenance 3,202,990 Capital Expenditures 2,140,240 Total Expenditures Budget 6,330,540 Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies 3,846,420 Anticipated Prior Year Delinquencies Collection 27,410 Subtotal - Taxes 3,873,830 Other Revenues 30,760 Transfer In 318,570 Total Revenues Budget 4,223,160 Contribution to/(Use of) Fund Balance $ (2,107,380) Total District EBU Count 81,554.33 Actual Assessment per EBU $ 47.18 Maximum Allowable Assessment per EBU $ 51.18 Landscape Maintenance District No. 2 — City of Rancho Cucamonga 1 Fiscal Year 2022/23 ATTACHMENT 2 Page 286 In making the assessments contained herein pursuant to the 1972 Act: 1. I have identified all parcels which will have a special benefit conferred upon them from the improvement described in the Special Benefit Section of this Annual Engineer's Report (the "Specially Benefited Parcels"). For particulars as to the identification of said parcels, reference is made to the Assessment Diagram, a copy of which is included in this Annual Engineer's Report. 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefited Parcels. In making such evaluation: a. The proportionate special benefit derived by each Specially Benefited Parcel from the improvements was determined in relationship to the entirety of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefited Parcel which exceeds the reasonable cost of the proportional special benefit conferred on such parcel from the improvements; and c. Any general benefits from the improvements have been separated from the special benefits and only special benefits have been assessed. I, the undersigned, respectfully submit the enclosed Annual Engineer's Report and, to the best of my knowledge, information and belief, I certify that the Annual Engineer's Report and Assessment Diagram included herein have been prepared and computed in accordance with the order of the City Council of the City of Rancho Cucamonga and the Assessment Law. Jason C. Welday, Director of Engineering Services/City Engineer Landscape Maintenance District No. 2 — City of Rancho Cucamonga 2 Fiscal Year 2022/23 ATTACHMENT 2 Page 287 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 2022/23 ATTACHMENT 2 Page 288 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 2022/23 ATTACHMENT 2 Page 289 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 2022/23 ATTACHMENT 2 Page 290 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 2022/23 ATTACHMENT 2 Page 291 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 Pl. 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 2022/23 ATTACHMENT 2 Page 292 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 2022/23 ATTACHMENT 2 Page 293 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 2022/23 ATTACHMENT 2 Page 294 VW-19 The north side of North Victoria Windrows Loop from Rosemary Ct to Rockrose Ave. The east side of Rockrose Ave from North Victoria Windrows Loop to Highland Ave. The south side of Highland Ave from Rockrose Ave to Etiwanda Ave. The horse trail from Highland Ave and Etiwanda Ave to the Fire Station. Ground Cover area: 21,027 square feet Turf area: 32,266 square feet Hardscape area: 11,298 square feet VW-20 The parkway on the south side of North Victoria Windrows Loop from Victoria Park Ln to Plum Way. The parkway on the west side of North Victoria Windrows Loop from Plum Way to Rosemary Ct. The paseo from Tipu PI east to the open field. Note: The area in front of Windrows Park is watered by the VW-20 water meter, but it is maintained by City crews. Ground Cover area: 2,110 square feet Turf area: 16,411 square feet Hardscape area: 9,132 square feet VW-21 The east side of North Victoria Windrows Loop from Rosemary Ct to the trail south of Kalmia St. The trail and paseo from North Victoria Windrows Loop south of Kalmia St to Etiwanda Ave and north to the Fire Station. The south side of Basil St from North Victoria Windrows Loop to Santolina PI. Ground Cover area: 49,187 square feet Turf area: 36,461 square feet Hardscape area: 19,600 square feet Mulchscape: 21,071 square feet VW-22 The paseo from North Victoria Windrows Loop at Rockrose Ave to the northeast corner of Windrows Park and from that corner to Plum Way. Ground Cover area: 13,689 square feet Turf area: 19,953 square feet Hardscape area: 9,489 square feet VW-23 The west side of Rockrose Ave from Highland Ave to North Victoria Windrows Loop. The parkway on the north side of North Victoria Windrows Loop from Rockrose Ave to Twinspur PI. The parkway on the south side of North Victoria Windrows Loop from Bougainvillea Way to Rosemary Ct. Ground Cover area: 18,299 square feet Turf area: 3,452 square feet Hardscape area: 10,352 square feet Landscape Maintenance District No. 2 — City of Rancho Cucamonga 10 Fiscal Year 2022/23 ATTACHMENT 2 Page 295 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 2022/23 ATTACHMENT 2 Page 296 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 2022/23 ATTACHMENT 2 Page 297 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 2022/23 ATTACHMENT 2 Page 298 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 2022/23 ATTACHMENT 2 Page 299 VG-14 The Base Line Rd median from Milliken Ave to Ellena East. The turf and ground cover on the north side of Base Line Rd from Ellena East to Ellena West. The turf and ground cover on the east side of Ellena West from Base Line Rd and following the curb line to Kenyon Way. The north side of Ellena West from Kenyon Way to Casoli PI. The turf and ground cover on both sides of Casoli PI from Ellena West to Candela Dr. The turf and ground cover on both sides of Crema PI from Ellena West to Candela Dr. Ground Cover area: 89,456 square feet Turf area: 62,999 square feet Hardscape area: 44,826 square feet VG-15 The turf and ground cover on the west side of Rochester Ave from the Southern Pacific Railroad to Base Line Rd. The turf and ground cover on the north side of Base Line Rd from Rochester Ave to Ellena East. The Base Line Rd Median from Rochester Ave to Ellena East. The turf and ground cover on the east side of Ellena East from Base Line Rd and continuing along that curb line to 275 feet north of Berra Rd. The turf and ground cover on both sides of Berra Rd from Ellena East to Comiso Way. Ground Cover area: 58,588 square feet Turf area: 57,306 square feet Hardscape area: 36,014 square feet VG-16 The paseo from Base Line Rd to Ellena West with entrances to Amelia Dr and Pavola Dr. Ground Cover area Turf area: Hardscape area: 9,661 square feet 11,529 square feet 5,804 square feet VG-17 The paseo from Fairmont Way to the Southern Pacific Railroad. The paseo from Fabriano PI to Martano PI. Ground Cover area: 35,351 square feet Turf area: 40,291 square feet Hardscape area: 16,394 square feet VG-18 The paseo from Rapallo Dr to Gandino Dr and south to the Southern Pacific Railroad. Ground Cover area: 4,281 square feet Hardscape area: 1,308 square feet VG-19 The paseo from Tolentino Dr to Pizolli PI and to Tolentino Dr. Ground Cover area: 12,555 square feet Turf area: 17,856 square feet Hardscape area: 7,380 square feet Landscape Maintenance District No. 2 — City of Rancho Cucamonga 15 Fiscal Year 2022/23 ATTACHMENT 2 Page 300 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 2022/23 ATTACHMENT 2 Page 301 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 2022/23 ATTACHMENT 2 Page 302 VG-29 The north side of Kenyon Way from Milliken Ave to Fairmont Way. The groundcover on the east side of Fairmont Way, east of the sidewalk, from Kenyon Way to the 210 freeway. Ground Cover area: 20,178 square feet Turf area: 16,877 square feet Hardscape area: 5,736 square feet VG-30 The south side of Tresenda Dr from Santo PI to Sappada PI. The paseo from Sappada PI to Carano PI. The south side of Montella Dr from Carano PI to Trivento PI. Ground Cover area: 6,797 square feet Turf area: 2,462 square feet Hardscape area: 4,860 square feet VG-31 The east side of Brienza PI from Larino Dr to Letini Dr. The west side of Tindari PI from Letini Dr to Larino Dr. The greenbelt on the south side of Marconi PI from Trivento PI to Comiso Way. The east side of Comiso Way from Scalea PI to Santo PI. Ground Cover area: 23,419 square feet Turf area: 18,351 square feet Hardscape area: 13,764 square feet VG-32 The north side of Candela Dr from Terni PI to Bettola PI Ground Cover area Turf area: Hardscape area: 20,172 square feet 8,190 square feet 8,292 square feet VG-33 The paseo at the north end of Sapri PI to the Southern Pacific Railroad. Ground Cover area: 894 square feet Hardscape area: 318 square feet VG-34 The paseo at the north end of Bronte PI to the Southern Pacific Railroad. Ground Cover area: 894 square feet Hardscape area: 318 square feet VG-35 The east side of Rochester Ave from 555 feet south of Palmi Dr to Victoria Park Ln. The south side of Victoria Park Ln and median from Rochester Ave to east side of Deer Creek Channel. Ground Cover area: 53,646 square feet Turf area: 11,150 square feet Hardscape area: 17,555 square feet Landscape Maintenance District No. 2 — City of Rancho Cucamonga 18 Fiscal Year 2022/23 ATTACHMENT 2 Page 303 VG-36 The north side of Victoria Park Ln from the east side of Deer Creek Channel to Rochester Ave. Ground Cover area Turf area: Hardscape area: 55,780 square feet 10,500 square feet 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 PI. Ground Cover area: 40,346 square feet Hardscape area: 15,445 square feet Landscape Maintenance District No. 2 — City of Rancho Cucamonga 19 Fiscal Year 2022/23 ATTACHMENT 2 Page 304 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 2022/23 ATTACHMENT 2 Page 305 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 2022/23 ATTACHMENT 2 Page 306 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 2022/23 ATTACHMENT 2 Page 307 AV ] ` ~ / e G IL E » 2 r r� 2 AV JAseL,011 ■/| UPS mn3 Landscape Maintenance District No 2 — City of Rancho Cucamonga 23 Fiscal Year 2022/23 ATTACHMENT 2 Page 308 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 2022/23 Budget Expenditures Personnel Services: Regular Salaries $ 603,190 Overtime Salaries 1,090 Part-time Salaries 62,900 Fringe Benefits 320,130 Subtotal - Personnel 987,310 Operations and Maintenance: Operations and Maintenance: O & M/General 90,300 Emergency Equipment and Vehicle Rental 200 Subtotal - Operations and Maintenance 90,500 Contract Services: Contract Services/General 1,368,240 Tree Maintenance 263,320 Contract Vehicle Maintenance and Repair 5,000 Subtotal - Contract Services 1,636,560 Utilities: Water Utilities 952,430 Electric Utilities 51,160 Subtotal - Utilities 1,003,590 Assessment Administration 24,760 Admin./General Overhead 364,420 Interfund Allocation 83,160 Subtotal - Operations and Maintenance 3,202,990 Capital Expenditures: Captial Outlay - Equipment 28,790 Captial Outlay - Improvements Other Than Building 25,000 Captial Projects 2,086,450 Subtotal - Capital Expenditures 2,140,240 Total Expenditures Budget $ 6,330,540 Landscape Maintenance District No. 2 — City of Rancho Cucamonga 24 Fiscal Year 2022/23 ATTACHMENT 2 Page 309 Fiscal Year 2022/23 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 3,846,420 Anticipated Prior Year Delinquencies Collection 27,410 Subtotal - Taxes 3,873,830 Other Revenues: Interest Earnings 29,800 Park Maintenance Fees 960 Subtotal - Other Revenues: 30,760 Transfer In: Transfer In - General Fund 318,570 Total Revenues Budget 4,223,160 Contribution to/(Use of) Fund Balance $ (2,107,380) Total Gross Estimated Assessments $ 3,847,733.29 Total District EBU Count 81,554.33 Actual Assessment per EBU - Fiscal Year 2022/23 $ 47.18 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, 2022 $ 4,043,122 Contribution to/(Use of) Reserve - Fiscal Year 2022/23 (2,107,380) Estimated Reserve Fund Balance, June 30, 2023 $ 1,935,742 Landscape Maintenance District No. 2 — City of Rancho Cucamonga 25 Fiscal Year 2022/23 ATTACHMENT 2 Page 310 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 2022/23 ATTACHMENT 2 Page 311 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 2022/23 ATTACHMENT 2 Page 312 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 2022/23 ATTACHMENT 2 Page 313 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 2022/23 ATTACHMENT 2 Page 314 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: School District Population Estimated Number of Residential Units Estimated Number of Persons Within District Boundaries 6,957 20,732 Outside District Boundaries 12,000 35,760 Total Population 18,957 56,492 In order to determine the estimated total number of persons who are within close proximity to the sidewalk and trail improvements, and would utilize walking as their mode of transportation, we applied the 11.70% of person trips reported from the NHTS Pacific Division study, to the total number of persons within District and school district boundaries (56,492). There are Landscape Maintenance District No. 2 — City of Rancho Cucamonga 30 Fiscal Year 2022/23 ATTACHMENT 2 Page 315 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: Trip Purpose Number of Walking Trips (in millions) School/Daycare/Religious Activity 872 Shopping/Errands 5,820 Social/Recreational 2,268 Don't know/Other 139 Total 9,099 Of the total number of walking trips reported, 9,099 (in millions) or 42.81 % are for purposes that persons outside of the District would utilize the sidewalk and trail improvements within the District. Applying this percentage (42.81 %) 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 2022/23 ATTACHMENT 2 Page 316 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 2022/23 ATTACHMENT 2 Page 317 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 2022/23 ATTACHMENT 2 Page 318 School District Population Estimated Number of Residential Units Estimated Number of Drivers Within District Boundaries 6,957 12,175 Outside District Boundaries 12,000 21,000 Total 18,957 33,175 Applying the percentage of vehicle trips (84.11 %) reported from the NHTS Pacific Division study to the District and school district boundaries area outside of the District population sets (33,175), approximately 27,903 people are within proximity of the District that utilize a private vehicle as their primary mode of transportation. Applying the 2009 NHTS vehicle trip percentage to the estimated number of drivers within the District (12,175) approximately 10,240 people within the District boundaries use a personal vehicle as their primary mode of transportation. Therefore, the total surrounding neighborhood area population, located outside of the District boundaries, that uses a vehicle as their mode of transportation is estimated to be 17,663 people. 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: Trip Purpose Number of Vehicle Trips (in millions) School/Daycare/Religious Activity 6,470 Shopping/Errands 30,998 Social/Recreational 16,185 Don't know/Other 688 Total 54,341 Of the total number of vehicle trips reported, 54,341 (in millions) or 35.56% are for purposes that persons outside of the District would most likely utilize the collector streets within the District. Applying this percentage to the number of people using vehicles as their primary mode of Landscape Maintenance District No. 2 — City of Rancho Cucamonga 34 Fiscal Year 2022/23 ATTACHMENT 2 Page 319 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 2022/23 ATTACHMENT 2 Page 320 Street Name Average Number of Vehicles per Dayl Milliken Ave 30,400 Base Line Rd 19,140 Day Creek Blvd 25,000 Rochester Ave 12,500 (1) Average Number of Vehicles per Day is from the City's Traffic Study for Milliken Ave and Base Line Rd, (average based on City's Traffic Study at points of street within the District), and from the City's General Plan for Day Creek Blvd and Rochester Ave. Based on the estimated number of 9,884 trips for special benefit purposes, we then reduce the average number of vehicles for each arterial street, to calculate our estimated pass -through trips. The pass -through trips are vehicles driving along the maintained streets within the District for a portion of their trips, but not residing in the District or benefiting from the landscaping improvements in place. Street Name Average Number of Vehicles per Day Less: Estimated Special Benefit Trips Estimated Number of Pass Through Trips Estimated % General Benefit Milliken Ave 30,400 9,884 20,516 67.49% Base Line Rd 19,140 9,884 9,256 48.36% Day Creek Blvd 25,000 9,884 15,116 60.47% Rochester Ave 12,500 9,884 2,616 20.93% Although Rochester Ave is listed as an arterial, the City's General Plan (2010) Roadway Hierarchy includes this street as a Tertiary Travel Corridor, which categorizes the street as more locally oriented and locally travelled. In addition, the Roadway Hierarchy says that the typical number of vehicles per day is between 10,000 and 15,000 (average 12,500). Etiwanda Avenue and Church St are also included in the category, and as such, the general benefit trip percentage is close to the same as for the collector streets. As previously mentioned, the estimated minimum special benefit of Milliken Ave, Base Line Rd, Day Creek Blvd and Rochester Ave have already been reduced by 2% to account for that portion of traffic using local streets representing general benefit. Street Landscaping General Benefit Percentage The general benefit percentages determined in the previous sections were then applied to each type of road in the District. The area in square feet of landscaping being maintained in the District was determined by the City's Public Works Department. The general benefit percentage for each road and street type was multiplied by the total square footage being maintained for such street. The general benefit square footage was summed for all street segments and divided into the total square footage of all landscaping maintenance. The result is the overall general benefit percentage. The following table details this calculation. Landscape Maintenance District No. 2 — City of Rancho Cucamonga 36 Fiscal Year 2022/23 ATTACHMENT 2 Page 321 Street Name Street Type (1) Total Square Footage General Benefit Percentage General Benefit Square Footage Milliken Ave Arterial 265,926 67.49% 179,473 Base Line Rd Arterial 367,018 48.36% 177,490 Day Creek Blvd Arterial 263,062 60.47% 159,074 Rochester Ave Arterial 175,573 20.93% 36,747 Church St Collector 181,344 20.93% 37,955 Etiwanda Ave Collector 10,358 20.93% 2,168 Highland Ave Collector 290,275 20.93% 60,755 Victoria Park Ln Collector 1,348,966 20.93% 282,339 Local/Minor Streets Local/Minor Streets 2,912,709 2.00% 58,254 Totals: 994,255 Street Landscaping General Benefit 117.10% 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 2022/23 ATTACHMENT 2 Page 322 One -Half Mile Park Population Estimated Number of Residential Units Percentage Within District Boundaries 6,957 79.14% Outside District Boundaries 1,834 20.86% Total Population 8,791 100.00% To allocate the average of park trips generated and people using the parks within the District, we allocate the 314 estimated people using the parks daily by the percentages shown above. Based on the one-half mile radius population, approximately 66 people may use the parks within the District, but living outside of the boundaries of the District. 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 2022/23 ATTACHMENT 2 Page 323 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 2022/23 ATTACHMENT 2 Page 324 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 2022/23 ATTACHMENT 2 Page 325 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 2022/23 ATTACHMENT 2 Page 326 from the trail and park improvements in relationship to residential land uses. Commercial properties are assigned 16.00 benefit points. A handful of parcels within the District are used to provide public services (such as fire stations, schools, churches and other similar uses) to the surrounding community, and are located based upon their proximity to the parcels they serve. These parcels benefit from the collective improvements in place, but at a reduced level compared to a Single Family Residential parcel, due to the nature of the improvements and their land use. In addition, these public service parcels are in place for the surrounding community, and the existence of well -maintained parks, street landscaping and community trails is not a significant factor in the decision to locate those facilities. Given the nature of their property use types, these public service parcels are assigned a 1.00 benefit points in recognition of the limited benefit they receive from the improvements maintained by the District. Undeveloped parcels within the District receive an aesthetic benefit from the maintenance of the collective improvements, but given the very limited activity and pedestrian access that these properties provide, properties within this land use category receive a reduced level of benefit. To account for this reduced benefit, all undeveloped properties are assigned 0.40 benefit points. Common area, roads and easements are deemed to receive no benefit from the District maintenance activities because they serve as connectors for other properties and do not receive benefit from the increased aesthetics. Utility parcels are located based on their proximity to the parcels they serve, and based upon their property usage (wireless towers, flood control basins and fire trail/access roads) do not benefit from the increased aesthetics. The following shows the aesthetic benefit points assigned to the parcel land use categories within the District: Parcel Land Use Category Aesthetic Benefit Points Single Family Residential 4.00 Condominium Residential 2.80 Multi -Family Residential 2.80 Commercial/Industrial 16.00 Public Service Parcels — Church/Fire Station/School 1.00 Undeveloped 0.40 Common Area/Roads/Easements/Utility 0.00 Landscape Maintenance District No. 2 — City of Rancho Cucamonga 42 Fiscal Year 2022/23 ATTACHMENT 2 Page 327 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 2022/23 ATTACHMENT 2 Page 328 Parcel Land Use Category Safety Benefit Points Single Family Residential 3.00 Condominium Residential 2.10 Multi -Family Residential 2.10 Commercial/Industrial 18.00 Public Service Parcels — Church/Fire Station/School 2.00 Undeveloped 0.30 Common Area/Roads/Easements/Utility 0.00 Economic Benefit Points Accounting for the existing economic activity throughout the District, as well as the potential for properties to develop, redevelop and invest in their economic presence, properties within the District are assigned benefit points for the economic activity benefits received from the uniform and maintained improvements. Economic activity benefit points are assigned based upon the property's location to the District activities, as well as the property's existing land use. The District's improvements will allow properties to maximize their development, land use and occupancy rates. Residential land uses are assigned benefit points in proportion to the number of trips generated and average number of occupants per dwelling unit in comparison to the typical single-family parcel. Single Family Residential parcels are assigned 4.00 benefit points, one for each of the improvement types. Studies have consistently shown that the average multi -family residential unit impacts infrastructure approximately 80% as much as a single-family residence. Condominium parcels are assigned 3.20 benefit points since the number of trips generated per condominium unit is approximately 80% of the typical single-family residential units (Trip Generation, 2003). Multi -family residential parcels are assigned 2.40 benefit points per dwelling unit since the number of trips generated per multi -family residential unit, per the City's Traffic Study (2009), are 60% of the typical single-family residential unit. To recognize the increase in economic activity and additional pedestrian traffic that non- residential properties generate compared to residential property, non-residential Commercial properties are assigned benefit points based on the average trip generations of non-residential property compared to a Single Family Residential property. Based on the City's Traffic Study (2009), and given that the non-residential parcels within the District are of mixed uses, the trip generation rate for non-residential parcels averages just under 320 trips per acre, which is approximately 5.6 times per acre that of a single family residential development. The trip generation rate is reduced to account for pass -through trips which are estimated to be 20%. Therefore, the economic benefit points assigned Commercial parcels is 4.50 per one residential benefit point. Commercial properties are assigned a total of 18.00 economic benefit points. The public services parcels and utility parcels within the District are used to provide services to the surrounding community, and are located based upon their proximity to the parcels they serve. These parcels receive no economic benefit from the collective improvements in place. Therefore, they are not assigned benefit points for economic activities. Landscape Maintenance District No. 2 — City of Rancho Cucamonga 44 Fiscal Year 2022/23 ATTACHMENT 2 Page 329 The availability of well -maintained sidewalk, landscaping and park improvements within the local community enhances the ability of owners of undeveloped parcels of land to develop those parcels, as studies have shown that there is an increase in demand for residents and businesses to locate within communities with well -maintained sidewalk, landscaping and park improvements. However, since undeveloped parcels generate fewer trips and given the limited activity these properties provide, they receive a reduced economic benefit from the maintenance of the collective improvements. To account for this reduced benefit, but still recognize development potential, all undeveloped properties are assigned 1.50 benefit points. Common areas and roads are deemed to receive no benefit from the District maintenance activities because they serve as connectors for other properties and do not receive an economic benefit. The following shows the economic benefit points assigned to the parcel land use categories within the District: Parcel Land Use Category Economic Benefit Points Single Family Residential 4.00 Condominium Residential 3.20 Multi -Family Residential 2.80 Commercial/Industrial 18.00 Public Service Parcels — Church/Fire Station/School 0.00 Undeveloped 1.50 Common Area/Roads/Utility 0.00 Total Special Benefit Points Calculation The formula below shows the total special benefit points calculation for each parcel within the District: Parcel's Total Parcel's Parcel's Parcel's Special Benefit = Aesthetic + Safety + Economic Points Benefit Points Benefit Points Benefit Points Parcel Factors The method of apportioning the benefit to the parcels within the District reflects the proportional special benefit assigned to each property within the District based upon various property characteristics of parcels as compared to other properties within the District. By adjusting the assigned special benefit points set forth above by parcel factors, a more complete picture of the proportional special benefits received by each parcel within the District is presented. Given that the special benefits provided by the District focus on aesthetic benefit, safety benefit, and economic activity benefits, it was determined that lot size (acreage) for non-residential parcels and units for residential parcels were the most appropriate parcel factors. The number of units for non-residential parcels would not accurately reflect the amount of development and Landscape Maintenance District No. 2 — City of Rancho Cucamonga 45 Fiscal Year 2022/23 ATTACHMENT 2 Page 330 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 2022/23 ATTACHMENT 2 Page 331 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 2022/23 ATTACHMENT 2 Page 332 Step 2: Step 3: Step 4: Determine each parcel's appropriate aesthetic benefit points based on land use. The aesthetic benefit points are shown in the following table: Parcel Land Use Category Aesthetic Benefit Points Single Family Residential 4.00 Condominium Residential 2.80 Multi -Family Residential 2.80 Commercial/Industrial 16.00 Public Service Parcels — Church/Fire Station/School 1.00 Undeveloped 0.40 Common Area/Roads/Easements/Utility 0.00 Determine each parcel's appropriate safety benefit points based on land use. The safety benefit points are shown in the following table: Parcel Land Use Category Safety Benefit Points Single Family Residential 3.00 Condominium Residential 2.10 Multi -Family Residential 2.10 Commercial/Industrial 18.00 Public Service Parcels — Church/Fire Station/School 2.00 Undeveloped 0.30 Common Area/Roads/Easements/Utility 0.00 Determine each parcel's appropriate economic benefit points based on land use. The economic benefit points are shown in the following table: Parcel Land Use Category Economic Benefit Points Single Family Residential 4.00 Condominium Residential 3.20 Multi -Family Residential 2.80 Commercial/Industrial 18.00 Public Service Parcels — Church/Fire Station/School 0.00 Undeveloped 1.50 Common Area/Roads/Utility 0.00 Landscape Maintenance District No. 2 — City of Rancho Cucamonga 48 Fiscal Year 2022/23 ATTACHMENT 2 Page 333 Step 5: Sum the aesthetic benefit points, safety benefit points and economic benefit points for each parcel. The total benefit points are shown in the following table: Parcel Land Use Category Aesthetic Benefit Points Safety Benefit Points Economic Benefit Points Total Benefit Points Single Family Residential 4.00 3.00 4.00 11.00 Condominium Residential 2.80 2.10 3.20 8.10 Multi -Family Residential 2.80 2.10 2.80 7.70 Commercial/Industrial 16.00 18.00 18.00 52.00 Public Service Parcels - Church/ Fire Station/ School 1.00 2.00 0.00 3.00 Undeveloped 0.40 0.30 1.50 2.20 Common Area/ Roads/ Easements/ Utility 0.00 0.00 0.00 0.00 Step 6: Determine the appropriate parcel factor based on the parcel's land use. The unit of measurement for each parcel factor, by land use, is shown in the following table: Residential Parcel Factor = Units Non -Residential Parcel - Acreage Factor Step 7: Multiply the total benefit points by parcel factor to compute each parcel's total special benefit units. Step 8: Sum the result of Step 7 for all parcels in the District. Step 9: Separate the general benefit from the special benefit, and divide the portion of the budget representing special benefit by the result of Step 8 to compute the rate per benefit unit. Step 10: Multiply each parcel's total benefit units by the result of Step 9 to compute each parcel's assessment. Step 11: In future years the rate per benefit unit may be adjusted by inflation. Landscape Maintenance District No. 2 - City of Rancho Cucamonga 49 Fiscal Year 2022/23 ATTACHMENT 2 Page 334 Proposed Maximum Assessment Rates The Fiscal Year 2022/23 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 2022/23, the calculation is as follows: Maximum Assessment _ Special Benefit / District's Total per Benefit Unit to be Assessed Benefit Units $51.18 = $ 4,172,359.78 / 81,554.33 Parcel Land Use Category Total Benefit Points Parcel Factor Maximum Allowable Assessment for 2022/23 Single Family Residential 11.00 Parcel $ 562.85 Condominium Residential 8.10 Unit 414.21 Multi -Family Residential 7.70 Unit 393.50 Commercial/Industrial 52.00 Acre 2,660.74 Public Service Parcels - Church/ Fire Station/ School 3.00 Acre 153.50 Undeveloped 2.20 Acre 112.08 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 2022/23 will increase from $503.80 to $518.88 per single-family residence, a CPI increase of 3.0% as compared to Fiscal Year 2021/22. Landscape Maintenance District No. 2 — City of Rancho Cucamonga 50 Fiscal Year 2022/23 ATTACHMENT 2 Page 335 ASSESSMENT DIAGRAM An Assessment Diagram for the District is shown on the following page. The lines and dimensions of each lot or parcel within the District are those lines and dimensions shown on the maps of the San Bernardino County Assessor Office, at the time this report was prepared, and are incorporated by reference herein and made part of this Engineer's Report. Landscape Maintenance District No. 2 — City of Rancho Cucamonga 51 Fiscal Year 2022/23 ATTACHMENT 2 Page 336 M N IM 0 Z M E j.+ ICL V M } U •L 0 < Z 0 inL *AVA-Uaq:) U U o+ CC >C • 0 � J m � 4 Z i 3 b C o 0 ++ 0 Id t!AV epueM43 u M c i AV JalsagDG-d d.I in Ay URI!11!W +- i i AV UaAEH - i i AV eSOIWaH AV pleli4}JV AV UEWIIOH ii i i IS uellaWeD i ♦rim � �� i L J n m OS J � ai AV I$ e�j n i AV epueM43 AV JaIS;)4DO"d AV U;31!II!W A1{ uaAel-1 Ay esQWJO-! AV pleg!4ajV *F �■" Ay uewl!aH Ay pJeAau!A 41 x E 6� AV DAME) � yy s d gP4EE rim iE Landscape Maintenance District No. 2 — City of Rancho Cucamonga 52 Fiscal Year 2022/23 ATTACHMENT 2 Page 337 ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2022/23 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 2022/23 actual assessments for the District: Property Type (County Use Code) Actual Assessment Rate Per EBU Total Units/ Acres Total EBUs Total Assessment Single Family Residential $ 47.18 5,890.00 64,790.00 $ 3,056,792.20 Condominium Residential 47.18 972.00 7,873.20 371,457.58 Multi -Family Residential 47.18 729.00 5,613.30 264,835.49 Commercial/ Industrial 47.18 57.97 3,014.44 142,221.28 Public Service Parcels — Church/Fire Station/ School 47.18 75.28 226.06 10,665.51 Undeveloped 47.18 16.97 37.33 1,761.23 Total 1 7,741.22 81,554.33 $ 3,847,733.29 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 2022/23. Landscape Maintenance District No. 2 — City of Rancho Cucamonga 53 Fiscal Year 2022/23 ATTACHMENT 2 Page 338 Preliminary Annual Engineer's Report Fiscal Year 2022/23 City of Rancho Cucamonga Landscape Maintenance District No. 3B (Commercial Industrial) ATTACHMENT 3 Page 339 CITY OF RANCHO CUCAMONGA LANDSCAPE MAINTENANCE DISTRICT NO. 3B (COMMERCIAL INDUSTRIAL) 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Phone: 909.477.2700 Fax: 909.477.2845 CITY COUNCIL L. Dennis Michael, Mayor Lynne B. Kennedy, Mayor Pro Tern Ryan A. Hutchison, Council Member Kristine D. Scott, 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 Noah Daniels, Finance Director Page 340 TABLE OF CONTENTS ENGINEER'S LETTER INTRODUCTION Reason for Assessment Process for Annual Assessment PLANS AND SPECIFICATIONS Description of the Boundaries of the District Description of Improvements and Services Map of Improvements ESTIMATE OF COSTS District Budget Definitions of Budget Items METHOD OF ASSESSMENT Overview General Benefit Special Benefit Method of Assessment Spread ASSESSMENT DIAGRAM ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll Annexations 1 3 3 3 4 4 4 8 10 10 12 13 13 14 14 15 16 18 18 18 Page 341 ENGINEER'S LETTER WHEREAS, on June 15, 2022, the City Council of Rancho Cucamonga (the "City"), under the Landscape and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 2022-xxx, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Landscape Maintenance District No. 313 (Commercial Industrial) (the "District"); and WHEREAS, the Resolution Initiating Proceedings directed staff to prepare and file an Annual Engineer's Report for Fiscal Year 2022/23 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 2022/23 Budget Expenditures Personnel Services $ 149,150 Operations and Maintenance 899,310 Capital Project 105,000 Total Expenditures Budget 1,153,460 Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies 825,220 Anticipated Prior Year Delinquencies Collection 9,610 Subtotal - Taxes 834,830 Other Revenues 82,630 Total Revenues Budget 917,460 Contribution to/(Use of) Fund Balance $ (236,000) Total District EBU Count 2,923.80 Actual Assessment per EBU $ 282.24 Maximum Allowable Assessment per EBU $ 352.80 Landscape Maintenance District No. 313 — City of Rancho Cucamonga 1 Fiscal Year 2022/23 ATTACHMENT 3 Page 342 In making the assessments contained herein pursuant to the 1972 Act: I have identified all parcels which will have a special benefit conferred upon them from the improvement described in the Special Benefit Section of this Annual Engineer's Report (the "Specially Benefited Parcels"). For particulars as to the identification of said parcels, reference is made to the Assessment Diagram, a copy of which is included in this Annual Engineer's Report. 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefited Parcels. In making such evaluation: a. The proportionate special benefit derived by each Specially Benefited Parcel from the improvements was determined in relationship to the entirety of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefited Parcel which exceeds the reasonable cost of the proportional special benefit conferred on such parcel from the improvements; and c. Any general benefits from the improvements have been separated from the special benefits and only special benefits have been assessed. I, the undersigned, respectfully submit the enclosed Annual Engineer's Report and, to the best of my knowledge, information and belief, I certify that the Annual Engineer's Report and Assessment Diagram included herein have been prepared and computed in accordance with the order of the City Council of the City of Rancho Cucamonga and the Assessment Law. Jason C. Welday, Director of Engineering Services/City Engineer Landscape Maintenance District No. 3B — City of Rancho Cucamonga 2 Fiscal Year 2022/23 ATTACHMENT 3 Page 343 INTRODUCTION Reason for Assessment Approval of the assessment covered by this Engineer's Report will generate the revenue necessary to: Provide for the maintenance and servicing of the improvements described in this Engineer's Report. Maintenance may include but is not limited to, all of the following: the upkeep, repair, removal or replacement of all or any part of any improvement 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 2022/23 ATTACHMENT 3 Page 344 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 2022/23 ATTACHMENT 3 Page 345 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 2022/23 ATTACHMENT 3 Page 346 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 2022/23 ATTACHMENT 3 Page 347 FH-2 FH-3 FH-4 FH-5 The Foothill Blvd median from Spruce Ave to Milliken Ave. Ground Cover area: 7,940 square feet The total square footage for the improvement is 15,879; however, due to the location of the improvement the other half is maintained by landscape maintenance district 4-R. The Foothill Blvd median from 790 feet west of Market PI to Market PI. Ground Cover area: 4,434 square feet The Foothill Blvd median from Market PI to Etiwanda Ave. Ground Cover area: 10,392 square feet The Foothill Blvd median from 360 feet west of Masi Dr to 516 feet west of Masi Dr. Ground Cover area: 800 square feet The total square footage for the improvement is 1,600; however, due to the location of the improvement the other half is maintained by landscape maintenance district 4-R. FH-6 The Foothill Blvd median from Masi Dr Plaza to Rochester Ave. Ground Cover area: 800 square feet The total square footage for the improvement is 1,600; however, due to the location of the improvement the other half is maintained by landscape maintenance district 4-R. FH-7 The Foothill Blvd median from Vineyard Ave to Orchard Plaza. Ground Cover area: 2,605 square feet FH-8 The Foothill Blvd median from Orchard Plaza to Lion St. Ground Cover area: 344 square feet FH-9 The Foothill Blvd median from Hellman Ave to Malachite Ave and from Malachite Ave to Archibald Ave. Ground Cover area: 21,474 square feet FH-10 The Foothill Blvd median from Archibald Ave to Ramona Ave. Ground Cover area: 4,770 square feet FH-11 The Foothill Blvd median from Ramona Ave to Hermosa Ave. Ground Cover area: 5,210 square feet FH-12 The Foothill Blvd median from Hermosa Ave to Center Ave. Ground Cover area: 6,329 square feet FH-13 The Foothill Blvd median from Center Ave to Haven Ave. Ground Cover area: 6,286 square feet Landscape Maintenance District No. 3B — City of Rancho Cucamonga 7 Fiscal Year 2022/23 ATTACHMENT 3 Page 348 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 2022/23 ATTACHMENT 3 Page 349 am [A [� C 112 O Ow C (F� {Z y 2 Ch i C v ■ = a � ■ q) !AV epuEhuI3 C M ■ M C la ADD-0 dea J ny aaIsay:)0�1 n ii ■■ AV Uaj!II!W jM1M1M1M1=1m1w:- nV UaneH AV es4UUaH ^V Ple4!4a"o' AV U0WIlaH IS Ue!IaU.IRD tf7 � a = f = Z q C E (� J a� Q M Q M J Cn = L.1 UJ +s G .1%—.—._._._ D D �. AV I3, AV epuenn!J3 x r m r' � •E oti y AV JOasa yDad N ti� _�,ps � nV U311II1W 7 N — ■ �I AV U ane H AV esDWJDH SI.1 91 m CO IE AV pleq!q:)jv x„, AV uewIIaH hVPJ'OeAau!A Ali{ ah6JD ap�4 e� Landscape Maintenance District No. 3B - City of Rancho Cucamonga 9 Fiscal Year 2022/23 ATTACHMENT 3 Page 350 Landscape Maintenance District No. 3B — City of Rancho Cucamonga 10 Fiscal Year 2022/23 ATTACHMENT 3 Page 351 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 2022/23 Budget Expenditures Personnel Services: Regular Salaries $ 98,810 Part-time Salaries 880 Fringe Benefits 49,460 Subtotal - Personnel 149,150 Operations and Maintenance: Operations and Maintenance: Computer Software 500 O & M/General 20,050 O & M/Facilities 11,500 Subtotal - Operations and Maintenance 32,050 Contract Services: Contract Services/General 415,440 Contract Services/Facilities 189,730 Tree Maintenance 32,430 Subtotal - Contract Services 637,600 Utilities: Water Utilities 134,440 Electric Utilities 38,030 Subtotal - Utilities 172,470 Assessment Administration 4,460 Admin./General Overhead 52,730 Subtotal - Operations and Maintenance 899,310 Capital Outlay: Capital Outlay - Equipment 105,000 Total Expenditures Budget $ 1,153,460 Landscape Maintenance District No. 3B — City of Rancho Cucamonga 11 Fiscal Year 2022/23 ATTACHMENT 3 Page 352 Fiscal Year 2022/23 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 825,220 Anticipated Prior Year Delinquencies Collection 9,610 Subtotal - Taxes 834,830 Other Revenues: Interest Earnings Parking Permits Other Revenue Subtotal - Other Revenues: 22,530 60,000 100 82,630 Total Revenues Budget 917,460 Contribution to/(Use of) Fund Balance $ (236,000) Total Gross Estimated Assessments $ 825,213.31 Total District EBU Count 2,923.80 Actual Assessment per EBU - Fiscal Year 2022/23 $ 282.24 Maximum Allowable Assessment per EBU - Fiscal Year 2022/23 $ 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, 2022 $ 2,428,249 Contribution to/(Use of) Reserve - Fiscal Year 2022/23 (236,000) Estimated Reserve Fund Balance, June 30, 2023 $ 2,192,249 Landscape Maintenance District No. 3B — City of Rancho Cucamonga 12 Fiscal Year 2022/23 ATTACHMENT 3 Page 353 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 2022/23 ATTACHMENT 3 Page 354 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 2022/23 ATTACHMENT 3 Page 355 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 2022/23 ATTACHMENT 3 Page 356 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 1.00F 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 2022/23 ATTACHMENT 3 Page 357 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 2022/23 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 2,923.80 2,923.80 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 2022/23 ATTACHMENT 3 Page 358 M Gp ^ 4 O— E Z U V < }, i—Qi o S' V .......... V L I + 4— r 4 ■ i ate+ 41 i N � C. !AV epueM.Q] u � Ih i e i19pw d AV JaIia430'd � AV UaI!II!W i i i Ay UaneH i Ay 2SOWJaH ■ AV PlegIq�)JV i i i Ay UewllaH i 1 IS ue!laweD i — ru.li �..... INI 0 L� Z` AV 4S e3 ' i AV PPUPMIIA AV Ja:Sa4Do�l ny uaj!II!W ny UaAeH Ay eSQWJ@H AV Rleq!4aJ'd AV UeuipaH *# w, '! iIEL Ay pJe�UTA 2 rl & � � E � v ;°a fag AV RAOJE)Qd ae g p � }ter _ y Ln CO LL a�eMSHit � a Landscape Maintenance District No. 3B — City of Rancho Cucamonga 18 Fiscal Year 2022/23 ATTACHMENT 3 Page 359 ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2022/23 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 2022/23 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 2,923.80 2,923.80 $825,213.31 Totals 2,923.801 2,923.801 $825,213.31 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 2022/23: Apn Annexation Date Project Name Total Units/ Acres Total EBUs Property Type 0229-284-03 09/15/21 DRC2020-00026 1.49 1.49 Commercial/Industrial 0208-291-05 11/03/21 DRC2015-00681 0.70 0.70 Commercial/Industrial 0207-112-03, and 20 11/03/21 DRC2019-00381 0.56 0.56 Commercial/Industrial Landscape Maintenance District No. 3B — City of Rancho Cucamonga 19 Fiscal Year 2022/23 ATTACHMENT 3 Page 360 Preliminary Annual Engineer's Report Fiscal Year 2022/23 City of Rancho Cucamonga Landscape Maintenance District No. 4-R (Terra Vista Planned Community) ATTACHMENT 4 Page 361 CITY OF RANCHO CUCAMONGA LANDSCAPE MAINTENANCE DISTRICT NO. 4-R (TERRA VISTA PLANNED COMMUNITY) 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Phone: 909.477.2700 Fax: 909.477.2845 CITY COUNCIL L. Dennis Michael, Mayor Lynne B. Kennedy, Mayor Pro Tern Ryan A. Hutchison, Council Member Kristine D. Scott, 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 Noah Daniels, 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 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 363 ENGINEER'S LETTER WHEREAS, on June 15, 2022, the City Council of Rancho Cucamonga (the "City"), under the Landscape and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 2022-xxx, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Landscape Maintenance District No. 4-R (Terra Vista Planned Community) (the "District"); and WHEREAS, the Resolution Initiating Proceedings directed staff to prepare and file an Annual Engineer's Report for Fiscal Year 2022/23 pursuant to the requirements of the 1972 Act. The Annual Engineer's Report presents the plans and specifications describing the general nature, location and extent of the improvements to be maintained, an estimate of the costs of the maintenance, operations and servicing of the improvements for the District for the referenced fiscal year, a diagram for the District showing the area and properties proposed to be assessed, and an assessment of the estimated costs of the maintenance, operations and servicing of the improvements, assessing the net amount upon all assessable lots and/or parcels within the District in proportion to the special benefit received; and NOW THEREFORE, the following assessment is proposed to be authorized in order to pay the estimated costs of maintenance, operation and servicing of the improvements to be paid by the assessable real property within the boundaries of the District in proportion to the special benefit received. The following table summarizes the proposed assessment. Expenditures Personnel Services Operations and Maintenance Capital Expenditures Total Expenditures Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies Anticipated Prior Year Delinquencies Collection Subtotal - Taxes Other Revenues Total Revenues Budget Contribution to/(Use of) Fund Balance Total District EBU Count Actual Assessment per EBU Maximum Allowable Assessment per EBU Fiscal Year 2022/23 Budget $ 1,090,340 1,660,330 727,000 3,477,670 2,800,040 10,750 2,810,790 67,250 2,878,040 $ (599,630) 7,049.32 $ 397.15 $ 499.32 Landscape Maintenance District No. 4-R — City of Rancho Cucamonga 1 Fiscal Year 2022/23 ATTACHMENT 4 Page 364 In making the assessments contained herein pursuant to the 1972 Act: I have identified all parcels which will have a special benefit conferred upon them from the improvement described in the Special Benefit Section of this Annual Engineer's Report (the "Specially Benefited Parcels"). For particulars as to the identification of said parcels, reference is made to the Assessment Diagram, a copy of which is included in this Annual Engineer's Report. 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefited Parcels. In making such evaluation: a. The proportionate special benefit derived by each Specially Benefited Parcel from the improvements was determined in relationship to the entirety of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefited Parcel which exceeds the reasonable cost of the proportional special benefit conferred on such parcel from the improvements; and c. Any general benefits from the improvements have been separated from the special benefits and only special benefits have been assessed. I, the undersigned, respectfully submit the enclosed Annual Engineer's Report and, to the best of my knowledge, information and belief, I certify that the Annual Engineer's Report and Assessment Diagram included herein have been prepared and computed in accordance with the order of the City Council of the City of Rancho Cucamonga and the Assessment Law. Jason C. Welday, Director of Engineering Services/City Engineer Landscape Maintenance District No. 4-R — City of Rancho Cucamonga 2 Fiscal Year 2022/23 ATTACHMENT 4 Page 365 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 2022/23 ATTACHMENT 4 Page 366 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 2022/23 ATTACHMENT 4 Page 367 and repair required to keep the improvements in a healthy, vigorous and satisfactory condition. In addition, it is the City's intention to continue to use cost effective materials, including the future ability to replace landscaping with drought resistant or low water use plants, in order to lower expenses of the District. The breakdown of maintained areas is as follows: Parks: Spruce Park, Mountain View Park, Ralph M. Lewis Park, Coyote Canyon Park, Milliken Park and West Greenway Park The street trees within the residential parkways and tree maintenance easements to be maintained by the District are on the following streets, located within the boundaries of the District: Amiata Dr Bastia Ct Blackhorse Ct Brandywine PI Bunker Hill Dr Cedarbrook PI Chesterton Dr Clarisa PI Corsica Ct (Country View Dr to Milliken Ave) Country View Dr (Mountain View Dr to Palacio Ct) Covington PI Danbury Dr Danner Ct De Anza Dr Derby PI Downing Ct Ellena East & West (s/o Terra Vista Pkwy to Fitzpatrick Dr) Emery PI Fitzpatrick Dr Fulbourn Ct Hinton Ct Linaro Rd The breakdown of maintained areas is as follows: Meyers Dr Potomac Ct Radcliff PI Regent Dr Rockingham Ct Saranza PI Southhampton Ct Terra Vista Pkwy (Church St to Brandywine PI) Wellington PI Yorktown Ct Site # Descriptive Location TV-1 The monument on the southeast corner of Haven Ave and Base Line Rd. The Base Line Rd median from Haven Ave to the Deer Creek Channel. The south side of Base Line from Haven to Deer Creek Channel less from the frontage of the condominium complex. Ground Cover area: 22,054 square feet Hardscape area: 10,630 square feet TV-2 The Base Line Rd median from Spruce Ave to the Deer Creek Channel. The south side of Base Line Rd from Deer Creek Channel to Spruce Ave. The west side of Spruce Ave from Base Line Rd to Terra Vista Pkwy. The north side of Spyglass Dr from Spruce Ave to Roxbury PI. Ground Cover area: 18,863 square feet Turf area: 15,067 square feet Hardscape area: 12,575 square feet Landscape Maintenance District No. 4-R — City of Rancho Cucamonga 5 Fiscal Year 2022/23 ATTACHMENT 4 Page 368 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 2022/23 ATTACHMENT 4 Page 369 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 2022/23 ATTACHMENT 4 Page 370 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 2022/23 ATTACHMENT 4 Page 371 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 2022/23 ATTACHMENT 4 Page 372 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 2022/23 ATTACHMENT 4 Page 373 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 2022/23 ATTACHMENT 4 Page 374 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 2022/23 ATTACHMENT 4 Page 375 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 2022/23 ATTACHMENT 4 Page 376 Landscape Maintenance District Na 4 R - City of Rancho Cucamonga 14 Fiscal Year 2022/23 ATTACHMENT 4 Page 377 Landscape Maintenance District No. 4-R — City of Rancho Cucamonga 15 Fiscal Year 2022/23 ATTACHMENT 4 Page 378 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 2022/23 Budget Expenditures Personnel Services: Regular Salaries $ 700,970 Overtime Salaries 1,050 Part-time Salaries 29,420 Fringe Benefits 358,900 Subtotal - Personnel 1,090,340 Operations and Maintenance: Operations and Maintenance: O & M/General 87,620 Emergency Equipment and Vehicle Rental 1,700 Equipment Operations & Maintenance 5,750 Subtotal - Operations and Maintenance 95,070 Contract Services: Contract Services/General 661,440 Tree Maintenance 87,900 Contract Vehicle Maintenance/Repair 6,000 Subtotal - Contract Services 755,340 Utilities: Water Utilities 477,240 Electric Utilities 22,990 Subtotal - Utilities 500,230 Assessment Administration 14,440 Admin./General Overhead 295,250 Subtotal - Operations and Maintenance 1,660,330 Capital Expenditures: Captial Outlay - Equipment 27,000 Captial Project 700,000 Subtotal - Capital Expenditures 727,000 Total Expenditures Budget $ 3,477,670 Landscape Maintenance District No. 4-R — City of Rancho Cucamonga 16 Fiscal Year 2022/23 ATTACHMENT 4 Page 379 Fiscal Year 2022/23 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 2,800,040 Anticipated Prior Year Delinquencies Collection 10,750 Subtotal - Taxes 2,810,790 Other Revenues: Interest Earnings Park Maintenance Fees Sports Field User Group Rentals Subtotal - Other Revenues: 66,650 490 110 67,250 Total Revenues Budget 2,878,040 Contribution to/(Use of) Fund Balance $ (599,630) Total Gross Estimated Assessments $ 2,799,659.11 Total District EBU Count 7,049.32 Actual Assessment per EBU - Fiscal Year 2022/23 $ 397.15 Maximum Allowable Assessment per EBU - Fiscal Year 2022/23 $ 499.32 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, 2022 $ 7,340,585 Contribution to/(Use of) Reserve - Fiscal Year 2022/23 (599,630) Estimated Reserve Fund Balance, June 30, 2023 $ 6,740,955 Landscape Maintenance District No. 4-R — City of Rancho Cucamonga 17 Fiscal Year 2022/23 ATTACHMENT 4 Page 380 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 2022/23 ATTACHMENT 4 Page 381 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 2022/23 ATTACHMENT 4 Page 382 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 2022/23 ATTACHMENT 4 Page 383 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 2022/23 ATTACHMENT 4 Page 384 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 2022/23 ATTACHMENT 4 Page 385 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 2022/23 maximum allowable assessment rates for the District: Property Type (County Use Code) Maximum Allowable Assessment Rate per EBU Actual Asessment Rate per EBU Total Units/Acres Total EBUs Single Family Residential $499.32 $397.15 2,652.00 2,652.00 Condominium $499.32 397.15 1,249.00 999.20 Multi -Family Residential $499.32 397.15 4,001.00 2,800.70 Commercial/Industrial $499.32 397.15 176.40 573.30 Vacant (incl. all undevelped property) $499.32 397.15 61.08 15.27 Schools $499.32 397.15 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 2022/23 will remain at $397.15 per single family residence. Landscape Maintenance District No. 4-R — City of Rancho Cucamonga 23 Fiscal Year 2022/23 ATTACHMENT 4 Page 386 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 2022/23 ATTACHMENT 4 Page 387 i1a W r—% 0 .Q M z r= > r 2 0 _ L a C a IAu Alf A-UB4:) v JU Mimi i U ■ ■ iQ LJ f � a ■ ■ iI} 4— d ■ L Q ■ O r * �+ �"� ■ 00 LL �sImIml�+_ ■ " Aye+ V5 a) my epUEM43 Ay epuemq � u i I J AV Ay JaJsa4�0�1 i AV uaIgl!W ny ua1!II!W i Ay UaAEH i ny UaAEH i i_ AV MS)W-aH _ ny esauaaaH i AV Pleq!4)JV � AV Plefl!q:)JV i Alf ueWIPH j � � Ay ueWllaH LA �' L y 58 �eatl �6e ■ � � � e2e @ F 4 €g = ■ AV PaehaUlA 1 43 UellaWeDOp I Lj Ip 'jggg ■ y�° � ;� e� 9" Cn CV .�.■ � U'S � U7 a k E � S e� Oe Landscape Maintenance District No. 4-R — City of Rancho Cucamonga 25 Fiscal Year 2022/23 ATTACHMENT 4 Page 388 ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2022/23 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 2022/23 actual assessments for the District: Property Type (County Use Code) Actual Assessment Rate per EBU Total Units/Acres Total EBUs Total Assessment Single Family Residential $397.15 2,652.00 2,652.00 $1,053,241.80 Condominium 397.15 1,249.00 999.20 396,832.28 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 1 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 2022/23. Landscape Maintenance District No. 4-R — City of Rancho Cucamonga 26 Fiscal Year 2022/23 ATTACHMENT 4 Page 389 Preliminary Annual Engineer's Report Fiscal Year 2022/23 City of Rancho Cucamonga Landscape Maintenance District No. 5 (Andover) ATTACHMENT 5 Page 390 CITY OF RANCHO CUCAMONGA LANDSCAPE MAINTENANCE DISTRICT NO. 5 (ANDOVER) 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Phone: 909.477.2700 Fax: 909.477.2845 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 Noah Daniels, Finance Director Page 391 TABLE OF CONTENTS ENGINEER'S LETTER INTRODUCTION Reason for Assessment Process for Annual Assessment PLANS AND SPECIFICATIONS Description of the Boundaries of the District Description of Improvements and Services Map of Improvements ESTIMATE OF COSTS District Budget Definitions of Budget Items METHOD OF ASSESSMENT Overview General Benefit Special Benefit Method of Assessment Spread ASSESSMENT DIAGRAM ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll Annexations 1 3 3 3 4 4 4 5 7 7 9 10 10 11 11 12 13 15 15 15 Page 392 ENGINEER'S LETTER WHEREAS, on June 15, 2022, the City Council of Rancho Cucamonga (the "City"), under the Landscape and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 2022-xxx, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Landscape Maintenance District No. 5 (Andover) (the "District"); and WHEREAS, the Resolution Initiating Proceedings directed staff to prepare and file an Annual Engineer's Report for Fiscal Year 2022/23 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 2022/23 Budget Expenditures Personnel Services $ 2,990 Operations and Maintenance 6,430 Total Expenditures Budget 9,420 RPvPniit-- Taxes: Estimated Assessments, Net of Estimated Delinquencies Other Revenues Total Revenues Budget Contribution to/(Use of) Fund Balance Total District EBU Count Actual Assessment per EBU Maximum Allowable Assessment per EBU 2,500 250 2,750 $ (6,670) 44.00 $ 56.65 $ 113.29 Landscape Maintenance District No. 5 — City of Rancho Cucamonga 1 Fiscal Year 2022/23 ATTACHMENT 5 Page 393 In making the assessments contained herein pursuant to the 1972 Act: I have identified all parcels which will have a special benefit conferred upon them from the improvement described in the Special Benefit Section of this Annual Engineer's Report (the "Specially Benefited Parcels"). For particulars as to the identification of said parcels, reference is made to the Assessment Diagram, a copy of which is included in this Annual Engineer's Report. 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefited Parcels. In making such evaluation: a. The proportionate special benefit derived by each Specially Benefited Parcel from the improvements was determined in relationship to the entirety of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefited Parcel which exceeds the reasonable cost of the proportional special benefit conferred on such parcel from the improvements; and c. Any general benefits from the improvements have been separated from the special benefits and only special benefits have been assessed. I, the undersigned, respectfully submit the enclosed Annual Engineer's Report and, to the best of my knowledge, information and belief, I certify that the Annual Engineer's Report and Assessment Diagram included herein have been prepared and computed in accordance with the order of the City Council of the City of Rancho Cucamonga and the Assessment Law. Jason C. Welday, Director of Engineering Services/City Engineer Landscape Maintenance District No. 5 — City of Rancho Cucamonga 2 Fiscal Year 2022/23 ATTACHMENT 5 Page 394 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 2022/23 ATTACHMENT 5 Page 395 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 2022/23 ATTACHMENT 5 Page 396 ability to replace landscaping with drought resistant or low water use plants, in order to lower expenses of the District. The breakdown of maintained areas is as follows: Parks: Andover Tot Lot. Site # Descriptive Location 1-1-5 The Andover PI playground on the southwest corner of Andover PI and Bedford Dr. Ground Cover area Turf area: Hardscape area: 1,506 square feet 1,070 square feet 640 square feet Andover and landscaping are maintained by the City's Park Maintenance Crews. Map of Improvements The following page shows the map of landscaping improvements, including irrigation sites and community trails, to be maintained using District funds. Landscape Maintenance District No. 5 — City of Rancho Cucamonga 5 Fiscal Year 2022/23 ATTACHMENT 5 Page 397 M Ln Im y C 0 L C OzW 4' :D 12 0 ° U G vLn U •2 G1 C i U J p � C - = I a — M v OA V _0 N _ CD Cn CD i , I a , Id , I CD CD i I , 9b e a z tE e9t Landscape Maintenance District No. 5 — City of Rancho Cucamonga 6 Fiscal Year 2022/23 ATTACHMENT 5 Page 398 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 2022/23 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 Subtotal - Operations and Maintenance 1,300 Contract Services: Contract Services/General 1,490 Subtotal - Contract Services 1,490 Utilities: Water Utilities 930 Electric Utilities 200 Subtotal - Utilities 1,130 Assessment Administration 170 Admin./General Overhead 2,340 Subtotal - Operations and Maintenance 6,430 Total Expenditures Budget $ 9,420 Landscape Maintenance District No. 5 — City of Rancho Cucamonga 7 Fiscal Year 2022/23 ATTACHMENT 5 Page 399 RPvPnupc Taxes: Estimated Assessments, Net of Estimated Delinquencies Other Revenues: Interest Earnings Total Revenues Budget Contribution to/(Use of) Fund Balance Total Gross Estimated Assessments Total District EBU Count Actual Assessment per EBU - Fiscal Year 2022/23 Maximum Allowable Assessment per EBU - Fiscal Year 2022/23 Fiscal Year 2022/23 Budget $ 2,500 250 2,750 $ (6,670) $ 2,492.60 44.00 $ 56.65 $ 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: Estimated Reserve Fund Balance, June 30, 2022 Contribution to/(Use of) Reserve - Fiscal Year 2022/23 Estimated Reserve Fund Balance, June 30, 2023 Operating Reserve $ 25,036 (6,670) $ 18,366 Landscape Maintenance District No. 5 — City of Rancho Cucamonga 8 Fiscal Year 2022/23 ATTACHMENT 5 Page 400 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 2022/23 ATTACHMENT 5 Page 401 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 2022/23 ATTACHMENT 5 Page 402 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 2022/23 ATTACHMENT 5 Page 403 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 2022/23 ATTACHMENT 5 Page 404 The following table summarizes the Fiscal Year 2022/23 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 2022/23 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 2022/23 ATTACHMENT 5 Page 405 M LA ^ Ch ID Qz - v E -a M .V C > U i < 7 = o U . U) Q O r y u■�.�■1■�■� i = A — w 4 ■ ■ 4J 1 1 1 a ' my epuenmp3 U � M AV aa4S;4gD0�1 � ny uaJ!ll!W +-■�-....�■1 R i ■ ■ ■ ny uaneH r ny MW-J2H t 1# r,i' V7 N to Ln J--' N � O m Li c ro CO ny epuenn43 ny AMSD4Do�j ny uaN!II!W ny uaneH ny esouaaaH ny pleq!q:)JV ny ueWllaH }* F, ■ }, 5 �eeea �St # E 1 ny pae�taUTA 4 s 1 P �q ■ g y d � $ E� y V iS ...�i nyanaa oqp§ €Gahh9 p 5 g g eu � s°�g�$�eeli Landscape Maintenance District No. 5 — City of Rancho Cucamonga 14 Fiscal Year 2022/23 ATTACHMENT 5 Page 406 ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2022/23 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 2022/23 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 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 2022/23. Landscape Maintenance District No. 5 — City of Rancho Cucamonga 15 Fiscal Year 2022/23 ATTACHMENT 5 Page 407 Preliminary Annual Engineer's Report Fiscal Year 2022/23 City of Rancho Cucamonga Landscape Maintenance District No. 6-R (Caryn Planned Community) ATTACHMENT 6 Page 408 CITY OF RANCHO CUCAMONGA LANDSCAPE MAINTENANCE DISTRICT NO. 6-R (CARYN PLANNED COMMUNITY) 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Phone: 909.477.2700 Fax: 909.477.2845 CITY COUNCIL L. Dennis Michael, Mayor Lynne B. Kennedy, Mayor Pro Tern Ryan A. Hutchison, Council Member Kristine D. Scott, 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 Noah Daniels, Finance Director Page 409 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 410 ENGINEER'S LETTER WHEREAS, on June 15, 2022, the City Council of Rancho Cucamonga (the "City"), under the Landscape and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 2022-xxx, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Landscape Maintenance District No. 6-R (Caryn Planned Community) (the "District"); and WHEREAS, the Resolution Initiating Proceedings directed staff to prepare and file an Annual Engineer's Report for Fiscal Year 2022/23 pursuant to the requirements of the 1972 Act. The Annual Engineer's Report presents the plans and specifications describing the general nature, location and extent of the improvements to be maintained, an estimate of the costs of the maintenance, operations and servicing of the improvements for the District for the referenced fiscal year, a diagram for the District showing the area and properties proposed to be assessed, and an assessment of the estimated costs of the maintenance, operations and servicing of the improvements, assessing the net amount upon all assessable lots and/or parcels within the District in proportion to the special benefit received; and NOW THEREFORE, the following assessment is proposed to be authorized in order to pay the estimated costs of maintenance, operation and servicing of the improvements to be paid by the assessable real property within the boundaries of the District in proportion to the special benefit received. The following table summarizes the proposed assessment. Expenditures Personnel Services Operations and Maintenance Capital Expenditures Total Expenditures Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies Anticipated Prior Year Delinquencies Collection Subtotal - Taxes Other Revenues Transfer In Total Revenues Budget Fiscal Year 2022/23 Budget $ 21,100 607,620 50,900 679,620 554,410 5,310 559,720 6,670 40,120 606,510 Contribution to/(Use of) Fund Balance $ (73,110) Total District EBU Count 1,199.84 Actual Assessment per EBU $ 475.93 Maximum Allowable Assessment per EBU $ 475.93 Landscape Maintenance District No. 6-R — City of Rancho Cucamonga 1 Fiscal Year 2022/23 ATTACHMENT 6 Page 411 In making the assessments contained herein pursuant to the 1972 Act: I have identified all parcels which will have a special benefit conferred upon them from the improvement described in the Special Benefit Section of this Annual Engineer's Report (the "Specially Benefited Parcels"). For particulars as to the identification of said parcels, reference is made to the Assessment Diagram, a copy of which is included in this Annual Engineer's Report. 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefited Parcels. In making such evaluation: a. The proportionate special benefit derived by each Specially Benefited Parcel from the improvements was determined in relationship to the entirety of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefited Parcel which exceeds the reasonable cost of the proportional special benefit conferred on such parcel from the improvements; and c. Any general benefits from the improvements have been separated from the special benefits and only special benefits have been assessed. I, the undersigned, respectfully submit the enclosed Annual Engineer's Report and, to the best of my knowledge, information and belief, I certify that the Annual Engineer's Report and Assessment Diagram included herein have been prepared and computed in accordance with the order of the City Council of the City of Rancho Cucamonga and the Assessment Law. Jason C. Welday, Director of Engineering Services/City Engineer Landscape Maintenance District No. 6-R — City of Rancho Cucamonga 2 Fiscal Year 2022/23 ATTACHMENT 6 Page 412 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 2022/23 ATTACHMENT 6 Page 413 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 2022/23 ATTACHMENT 6 Page 414 and all necessary costs associated with the maintenance, replacement and repair required to keep the improvements in a healthy, vigorous and satisfactory condition. In addition, it is the City's intention to continue to use cost effective materials, including the future ability to replace landscaping with drought resistant or low water use plants, in order to lower expenses of the District. The breakdown of maintained areas is as follows: Site # Descriptive Location CC-1 The southside of Banyan St from 1290 feet west of Milliken Ave to Milliken Ave. The west side of Milliken Ave median from Banyan St to 292 south of Vintage Dr. Ground Cover area: 96,892 square feet Turf area: 17,945 square feet Hardscape area: 13,944 square feet CC-3 The paseo on the west side of Morning PI from Morning PI to Deer Creek Channel. Ground Cover area: 2,801 square feet Turf area: 124 square feet Hardscape area: 4,609 square feet CC-4 The west side of Morning PI, from Banyan St to Starview PI. The north side of Starview PI, from Morning PI to Starview PI. Ground Cover area: 14,273 square feet Turf Cover area: 5,513 square feet Hardscape area: 5,000 square feet CC-5 Silver Sun Ln paseo from the end of Silver Sun Ln cul-de-sac to Deer Creek Channel. Ground Cover area: Turf area: Hardscape area: 25,890 square feet 12,084 square feet 1,350 square feet CC-6 The east and west side of Netherlands View Loop from Vintage Dr to Vintage Dr. The Netherlands View Loop paseo from Netherlands View Loop to Mt Sterling Ct. Ground Cover area: 88,902 square feet Turf area: 676 square feet Hardscape area: 23,650 square feet CC-7 The east and west side of Hillview Loop from Mt Rainier Ct to Kettle Peak PI Ground Cover area: 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 2022/23 ATTACHMENT 6 Page 415 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 2022/23 ATTACHMENT 6 Page 416 CC-14 The east side of Sierra Crest View Loop from Mt Waverly Ct to Vintage Dr. The north side of Vintage Dr from Sierra Crest View Loop to Sierra Crest View Loop. The east and west side of Sierra Crest View Loop from Vintage Dr to Mt Wilson Ct. The south side of Vintage Dr from Netherlands View Loop to 330 feet west of Netherlands View Loop. Ground Cover area: 73,250 square feet Turf area: 16,525 square feet Hardscape area: 9,885 square feet CC-15 The south side of Sierra Crest View Loop from Mt Waverly Ct to Mt Cambridge Ct. The north side of Sierra Crest View Loop from Mt Cambridge Ct to Woodland Ct. The north side of Sierra Crest View Loop from Hilltop Ct to Caryn School. The Sierra Crest View Loop paseo from Sierra Crest View Loop to Mt Sherman Ct. Ground Cover area: 70,990 square feet Turf area: 7,699 square feet Hardscape area: 20,055 square feet CC-16 The south side of Vintage Dr from Netherlands View Loop to Rochester Ave. The north side of Vintage Dr from Rochester Ave to Sierra Crest View Loop. The east and west side of Sierra Crest View Loop from Mt Wilson Ct to Mt Cambridge Ct. The Netherlands View Loop Paseo from Vintage Dr to Mt Sterling Ct. Ground Cover area: 77,202 square feet Turf area: 3,954 square feet Hardscape area: 18,195 square feet CC-17 The east side of Milliken Ave from Vintage Dr to Banyan St. Ground Cover area Turf area: Hardscape area: 13,740 square feet 9,088 square feet 6,460 square feet CC-18 The north side of Vintage Dr from Milliken Ave to Hillview Loop. The south side of Vintage Dr from 104 feet west of Hillview Loop to Milliken Ave. Ground Cover area: 32,287 square feet Turf area: 3,889 square feet Hardscape area: 11,188 square feet CC-19 The Terrace View Loop paseo from Vintage Dr to Terrace View Loop. Ground Cover area: 17,469 square feet Turf area: 15,617 square feet Hardscape area: 2,736 square feet Landscape Maintenance District No. 6-R — City of Rancho Cucamonga 7 Fiscal Year 2022/23 ATTACHMENT 6 Page 417 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 PI. The west side of Butler Peak PI from Banyan St to Terrace View Loop. The north side of Terrace View Loop from Butler Peak PI to Rainbow Falls Ct. Ground Cover area: 12,132 square feet Hardscape area: 528 square feet CC-24 The north side of Terrace View Loop from 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 2022/23 ATTACHMENT 6 Page 418 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 2022/23 ATTACHMENT 6 Page 419 M O� cn O W G M 0 u J '+J L) O + i AV ADDS y]o11 i u a '� ---- _ 41 M V I0 � C O C I v .� U J I J Ln 1 ry CVO CO� �• � \\ n � i V ` [V y V LU lP • U �y • i U AV ua)l!II!W J as ° Q� = J J t J Landscape Maintenance District No. 6-R — City of Rancho Cucamonga 10 Fiscal Year 2022/23 ATTACHMENT 6 Page 420 Landscape Maintenance District No. 6-R — City of Rancho Cucamonga 11 Fiscal Year 2022/23 ATTACHMENT 6 Page 421 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 2022/23 Budget Expenditures Personnel Services: Regular Salaries $ 12,800 Part Time Salaries 1,460 Fringe Benefits 6,840 Subtotal - Personnel 21,100 Operations and Maintenance: Operations and Maintenance: O & M/General 9,400 Emergency Equipment and Vehicle Rental 200 Subtotal - Operations and Maintenance 9,600 Contract Services: Contract Services/General 305,220 Tree Maintenance 66,900 Subtotal - Contract Services 372,120 Utilities: Water Utilities 165,600 Electric Utilities 4,700 Subtotal - Utilities 170,300 Assessment Administration 4,570 Admin./General Overhead 51,030 Subtotal - Operations and Maintenance 607,620 Capital Expenditures: Captial Outlay - Equipment 900 Captial Project 50,000 Subtotal - Capital Expenditures 50,900 Total Expenditures Budget $ 679,620 Landscape Maintenance District No. 6-R — City of Rancho Cucamonga 12 Fiscal Year 2022/23 ATTACHMENT 6 Page 422 Fiscal Year 2022/23 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 554,410 Anticipated Prior Year Delinquencies Collection 5,310 Subtotal - Taxes 559,720 Other Revenues: Interest Earnings 6,670 Transfer In: Transfer In - General Fund 40,120 Total Revenues Budget 606,510 Contribution to/(Use of) Fund Balance $ (73,110) Total Gross Estimated Assessments $ 571,039.44 Total District EBU Count 1,199.84 Actual Assessment per EBU - Fiscal Year 2022/23 $ 475.93 Maximum Allowable Assement per EBU - Fiscal Year 2022/23 $ 475.93 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, 2022 $ 668,130 Contribution to/(Use of) Reserve - Fiscal Year 2022/23 (73,110) Estimated Reserve Fund Balance, June 30, 2023 $ 595,020 Landscape Maintenance District No. 6-R — City of Rancho Cucamonga 13 Fiscal Year 2022/23 ATTACHMENT 6 Page 423 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 2022/23 ATTACHMENT 6 Page 424 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 2022/23 ATTACHMENT 6 Page 425 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 2022/23 ATTACHMENT 6 Page 426 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 2022/23 ATTACHMENT 6 Page 427 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 2022/23 maximum allowable assessment rates for the District: Property Type (County Use Code) Maximum Allowable Assessment Rate per EBU Actual Asessment Rate per EBU Total Units/Acres Total EBUs Single Family Residential - Zone 1 $475.93 $475.93 966.00 966.00 Single Family Residential - Zone 2 $475.93 $475.93 310.00 232.50 School $475.93 $475.93 5.35 1.34 Undeveloped $475.93 $475.93 0.001 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 2022/23 ATTACHMENT 6 Page 428 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 2022/23 will increase from $462.07 to $475.93 per single-family residence zone 1 and from $346.55 to $356.95 per single family residence zone 2, a CPI increase of 3.0% as compared to Fiscal Year 2021/22. 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 2022/23 ATTACHMENT 6 Page 429 1 — 0 M z E > U &P ¢ e .V U ate+ V 1. C C M V C } ■ 4 C G ■ ■ c 41 ■ q� my epueTe(n]— OjaaJ J ny JaISNOO'd ■ ny PwgI q:)Jv i i ny LIeWIPH i i 1 1 IS uegaweD i - ■ 0�§ _ � U� y iyQ AV J =_ L � O O LL i uy ■AVISe3 t� AV epuennp3 ny J04504Xj ny uasl!II!W ny uaneH ny esOWJaH ,1" vasILIURA ny uewllaH + is ny paeAaui Arlo Y IEL pF L ■ #� � L Eyrr6aa3ii �, AV BAGJ!) *yam~ V) L 72 Landscape Maintenance District No. 6-R — City of Rancho Cucamonga 20 Fiscal Year 2022/23 ATTACHMENT 6 Page 430 ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2022/23 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 2022/23 actual assessments for the District: Property Type (County Use Code) Actual Assessment Rate per EBU Total Units/Acres Total EBUs Total Assessment Single Family Residential - Zone 1 $475.93 966.00 966.00 $459,748.38 Single Family Residential - Zone 2 $475.93 310.00 232.50 110,654.50 School $475.93 5.35 1.34 636.56 Undeveloped $475.93 0.00 0.00 0.00 Totals 1 1,281.35 1,199.84 $571,039.44 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 2022/23. Landscape Maintenance District No. 6-R — City of Rancho Cucamonga 21 Fiscal Year 2022/23 ATTACHMENT 6 Page 431 Preliminary Annual Engineer's Report Fiscal Year 2022/23 City of Rancho Cucamonga Landscape Maintenance District No. 7 (North Etiwanda) ATTACHMENT 7 Page 432 CITY OF RANCHO CUCAMONGA LANDSCAPE MAINTENANCE DISTRICT NO. 7 (NORTH ETIWANDA) 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Phone: 909.477.2700 Fax: 909.477.2845 CITY COUNCIL L. Dennis Michael, Mayor Lynne B. Kennedy, Mayor Pro Tern Ryan A. Hutchison, Council Member Kristine D. Scott, 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 Noah Daniels, Finance Director Page 433 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 434 ENGINEER'S LETTER WHEREAS, on June 15, 2022, the City Council of Rancho Cucamonga (the "City"), under the Landscape and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 2022-xxx, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Landscape Maintenance District No. 7 (North Etiwanda) (the "District"); and WHEREAS, the Resolution Initiating Proceedings directed staff to prepare and file an Annual Engineer's Report for Fiscal Year 2022/23 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 2022/23 Budget Expenditures Personnel Services $ 235,860 Operations and Maintenance 1,102,440 Capital Expenditures 7,200 Total Expenditures Budget 1,345,500 Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies 950,630 Anticipated Prior Year Delinquencies Collection 11,540 Subtotal - Taxes 962,170 Other Revenues 57,080 Total Revenues Budget 1,019,250 Contribution to/(Use of) Fund Balance $ (326,250) Total District EBU Count 3,096.00 Actual Assessment per EBU $ 307.05 Maximum Allowable Assessment per EBU $ 307.05 Landscape Maintenance District No. 7 — City of Rancho Cucamonga 1 Fiscal Year 2022/23 ATTACHMENT 7 Page 435 In making the assessments contained herein pursuant to the 1972 Act: 1. I have identified all parcels which will have a special benefit conferred upon them from the improvement described in the Special Benefit Section of this Annual Engineer's Report (the "Specially Benefited Parcels"). For particulars as to the identification of said parcels, reference is made to the Assessment Diagram, a copy of which is included in this Annual Engineer's Report. 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefited Parcels. In making such evaluation: a. The proportionate special benefit derived by each Specially Benefited Parcel from the improvements was determined in relationship to the entirety of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefited Parcel which exceeds the reasonable cost of the proportional special benefit conferred on such parcel from the improvements; and c. Any general benefits from the improvements have been separated from the special benefits and only special benefits have been assessed. I, the undersigned, respectfully submit the enclosed Annual Engineer's Report and, to the best of my knowledge, information and belief, I certify that the Annual Engineer's Report and Assessment Diagram included herein have been prepared and computed in accordance with the order of the City Council of the City of Rancho Cucamonga and the Assessment Law. Jason C. Welday, Director of Engineering Services/City Engineer Landscape Maintenance District No. 7 — City of Rancho Cucamonga 2 Fiscal Year 2022/23 ATTACHMENT 7 Page 436 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 2022/23 ATTACHMENT 7 Page 437 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 2022/23 ATTACHMENT 7 Page 438 replacement, steel fence painting, repair and replacement, and irrigation systems control, adjustment, trouble -shooting, repair and replacement. Services include personnel, materials, contracting services, utilities, capital projects and all necessary costs associated with the maintenance, replacement and repair required to keep the improvements in a healthy, vigorous and satisfactory condition. In addition, it is the City's intention to continue to use cost effective materials, including the future ability to replace landscaping with drought resistant or low water use plants, in order to lower expenses of the District. The breakdown of maintained areas is as follows: Parks: Etiwanda Creek Park. Site # Descriptive Location EN-1 The north side of Wilson Ave from San Sevaine Rd to Ridgeline PI. The east side of Ridgeline PI from Wilson Ave to Arcadia Way. Ground Cover area: 27,325 square feet Turf area: 19,334 square feet Hardscape area: 840 square feet EN-2 The Metropolitan Water District easement on the south side of Crescenta Way from San Marino Way to Ridgeline PI. Ground Cover area: 38,104 square feet Turf area: 41,250 square feet Hardscape area: 9,000 square feet EN-3 The Wilson Ave median from Wardman Bullock Rd to San Sevaine Rd. Ground Cover area: 9,016 square feet Hardscape area: 11,088 square feet EN-4 The Planters on the north side of the drainage easement that is between and parallel to Highland Ave and Arapaho Rd from Etiwanda Ave east to the end. Ground Cover area: 63,972 square feet EN-5 The south side of Wilson Ave from 1,115 feet west of San Sevaine Rd to 205 feet east of San Sevaine Rd. The east side of San Sevaine Rd from Wilson Ave to Young's Canyon Rd. Ground Cover area: 45,584 square feet Turf area: 3,527 square feet EN-6 The north side of Wilson Ave from Wardman Bullock Rd to Ridgeline PI. The west side of Ridgeline PI from Wilson Ave to 120 feet north of Arcadia Way. Ground Cover area: 29,226 square feet Turf area: 15,136 square feet Hardscape area: 1,300 square feet Landscape Maintenance District No. 7 — City of Rancho Cucamonga 5 Fiscal Year 2022/23 ATTACHMENT 7 Page 439 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 Turf area: Hardscape area: 1,870 square feet 700 square feet 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 2022/23 ATTACHMENT 7 Page 440 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 2022/23 ATTACHMENT 7 Page 441 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 2022/23 ATTACHMENT 7 Page 442 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 2022/23 ATTACHMENT 7 Page 443 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 2022/23 ATTACHMENT 7 Page 444 EN-43 The east side of East Av from 230 feet south of Copley Dr to 655 feet north of Copley Dr. The Landscape on the south side of the trail 655 feet north of Copley Dr from East Av to Gypsum Dr. The planters on the north and south side of the trail on Gypsum Dr from Golden Lock PI to Raindrop PI. Ground Cover area: 14,954 square feet Hardscape area: 18, 007 square feet 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 2022/23 ATTACHMENT 7 Page 445 0Z 2 b O M . 0 DJ J � v O 'L vs I rI �.: N J ` • L C C IQ iG C AV{ I A;D Ll :) aLU z� mow` }!CL w W w VI = W C ?\ `n W I n if W z J wl = W w Lll W U7 4�r =o Wi LU n i x W M Z w Z_ Lug_ wi } A;p3 Q o c = o /�i//4�� Uwj r- r R U Z N N W Z W L—� z AV epueMI43 LU LUO, Lz" Z. w I i MON LU � W 1'W Z i wW z LLI W W Z D Landscape Maintenance District No. 7 — City of Rancho Cucamonga 12 Fiscal Year 2022/23 ATTACHMENT 7 Page 446 ESTIMATE OF COSTS The estimated costs of administration, maintenance, operations, and servicing the improvements as described in the Plans and Specifications are summarized below. Each year, as part of the District levy calculation process, the costs and expenses are reviewed and the annual costs are projected for the following fiscal year. District Budget Expenditures Personnel Services: Regular Salaries Part-time Salaries Fringe Benefits Subtotal - Personnel Operations and Maintenance: Operations and Maintenance: O & M/General O & M/Facilities Emergency Equipment and Vehicle Rental Subtotal - Operations and Maintenance Contract Services: Contract Services/General Contract Services/Facilities Tree Maintenance Subtotal - Contract Services Utilities: Water Utilities Electric Utilities Subtotal - Utilities Assessment Administration Admin./General Overhead Other Expenses Subtotal - Operations and Maintenance Capital Expenditures: Capital Outlay - Equipment Subtotal - Capital Expenditures Total Expenditures Budget Fiscal Year 2022/23 Budget $ 136,510 24,170 75,180 235,860 49,470 5,000 6,200 60.670 474,290 2,750 67,920 544,960 343,150 16,770 359,920 11,070 125,140 680 1,102,440 7,200 7,200 $ 1,345,500 Landscape Maintenance District No. 7 — City of Rancho Cucamonga 13 Fiscal Year 2022/23 ATTACHMENT 7 Page 447 Fiscal Year 2022/23 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 950,630 Anticipated Prior Year Delinquencies Collection 11,540 Subtotal - Taxes 962,170 Other Revenues: Interest Earnings Other Rental/Lease Income Park Maintenance Fees Sports Lighting Fees Subtotal - Other Revenues: 9,790 42,860 1,250 3,180 57,080 Total Revenues Budget 1,019,250 Contribution to/(Use of) Fund Balance $ (326,250) Total Gross Estimated Assessments $ 950,626.80 Total District EBU Count 3,096.00 Actual Assessment per EBU - Fiscal Year 2022/23 $ 307.05 Maximum Allowable Assessment per EBU - Fiscal Year 2022/23 $ 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, 2022 $ 1,098,010 Contribution to/(Use of) Reserve - Fiscal Year 2022/23 (326,250) Estimated Reserve Fund Balance, June 30, 2023 $ 771,760 Landscape Maintenance District No. 7 — City of Rancho Cucamonga 14 Fiscal Year 2022/23 ATTACHMENT 7 Page 448 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 2022/23 ATTACHMENT 7 Page 449 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 2022/23 ATTACHMENT 7 Page 450 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 2022/23 ATTACHMENT 7 Page 451 share. They contribute to a specific enhancement of the properties within the District. Since these improvements, including the community trails, were installed and are maintained specifically for the properties within the District, only properties within the District receive a special benefit and are assessed for said maintenance. Method of Assessment Spread Each of the parcels within the District is deemed to receive special benefit from the improvements. Each parcel that has a special benefit conferred upon it as a result of the maintenance and operation of improvements is identified and the proportionate special benefit derived by each identified parcel is determined in relationship to the entire costs of the maintenance and operation of the improvements. When the District was formed, Article XIID and Proposition 218 had not yet been passed. Upon the passage of Article XIID and the subsequent passage of the Proposition Omnibus Implementation Act, new rules were put into place. Due to the changes in legal requirements, as property annexed to the District after the passage of the Assessment Law, the description of the method of assessment became more refined, however, the assessment per parcel has remained the same since 1996/97 Fiscal Year. Further, no parcel included in the District formation or annexations prior to when the language was refined are now being levied differently than they were at the time the District was formed or the parcels were annexed. To assess special benefit appropriately, it is necessary to relate the different type of parcel improvements to each other. The EBU method of apportionment uses the single-family home as the basic unit of assessment. A single-family home equals one EBU. The following table provides the weighting factors to determine each parcel's EBU assignment. Land -Use Equivalent Dwelling Units Property Type (County Use Code) EBU Value Multiplier Single Family Residential 1.00 Parcel The use of the latest County Assessor's Secured Roll shall be the basis for the Property Type determination and units/acreage assignments, unless better data is available to the City. In addition, if any parcel within the District is identified by the County Auditor/Controller to be an 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 2022/23 ATTACHMENT 7 Page 452 The following table summarizes the Fiscal Year 2022/23 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 3,096.00 3,096.00 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 2022/23 ATTACHMENT 7 Page 453 Mr% O Z o W "' s a ; u ca 2 +..r A M C ■ 4 A !AV epueM!13 C i i ny Aa}saAao�I i • i AV pleq!q:)jV V) as Ay JGJay:) Ln E C Ia) roils 47 57 J °� - o V+ 0 O m L� d ny1se3 I ny UPU12MI13 ny Ja}sa4a0�1 ny uaIIIIIN ny uaneH ny PSOWAaH i ■ AV p1eq!4:)jV i ny ueW11OH AV pJeA;UTA MIN'z NA f �i■�wT-'i n)+OnOJDgx ¢ O cO LL �x�s�3Pa�i� Landscape Maintenance District No. 7 — City of Rancho Cucamonga 20 Fiscal Year 2022/23 ATTACHMENT 7 Page 454 ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2022/23 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 2022/23 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 3,096.00 3,096.00 $950,626.80 Totals 3,096.001 3,096.001 $950,626.80 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 2022/23. Landscape Maintenance District No. 7 — City of Rancho Cucamonga 21 Fiscal Year 2022/23 ATTACHMENT 7 Page 455 Preliminary Annual Engineering Report Fiscal Year 2022/23 City of Rancho Cucamonga Landscape Maintenance District No. 8 (South Etiwanda) ATTACHMENT 8 Page 456 CITY OF RANCHO CUCAMONGA LANDSCAPE MAINTENANCE DISTRICT NO. 8 (SOUTH ETIWANDA) 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Phone: 909.774.2700 Fax: 909.774.2845 CITY COUNCIL L. Dennis Michael, Mayor Lynne B. Kennedy, Mayor Pro Tern Ryan A. Hutchison, Council Member Kristine D. Scott, 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 Noah Daniels, Finance Director Page 457 TABLE OF CONTENTS ENGINEER'S LETTER INTRODUCTION Reason for Assessment Process for Annual Assessment PLANS AND SPECIFICATIONS Description of the Boundaries of the District Description of Improvements and Services Map of Improvements ESTIMATE OF COSTS District Budget Definitions of Budget Items METHOD OF ASSESSMENT Overview General Benefit Special Benefit Method of Assessment Spread ASSESSMENT DIAGRAM ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll Annexations 1 3 3 3 4 4 4 5 7 7 9 10 10 11 11 12 13 15 15 15 Page 458 ENGINEER'S LETTER WHEREAS, on June 15, 2022, the City Council of Rancho Cucamonga (the "City"), under the Landscape and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 2022-xxx, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Landscape Maintenance District No. 8 (South Etiwanda) (the "District"); and WHEREAS, the Resolution Initiating Proceedings directed staff to prepare and file an Annual Engineer's Report for Fiscal Year 2022/23 pursuant to the requirements of the 1972 Act. The Annual Engineer's Report presents the plans and specifications describing the general nature, location and extent of the improvements to be maintained, an estimate of the costs of the maintenance, operations and servicing of the improvements for the District for the referenced fiscal year, a diagram for the District showing the area and properties proposed to be assessed, and an assessment of the estimated costs of the maintenance, operations and servicing of the improvements, assessing the net amount upon all assessable lots and/or parcels within the District in proportion to the special benefit received; and NOW THEREFORE, the following assessment is proposed to be authorized in order to pay the estimated costs of maintenance, operation and servicing of the improvements to be paid by the assessable real property within the boundaries of the District in proportion to the special benefit received. The following table summarizes the proposed assessment. Expenditures Personnel Services Operations and Maintenance Total Expenditures Budget RPvPnuPs Taxes: Estimated Assessments, Net of Estimated Delinquencies Anticipated Prior Year Delinquencies Collection Subtotal - Taxes Other Revenues Total Revenues Budget Contribution to/(Use of) Fund Balance Total District EBU Count Actual Assessment per EBU Maximum Allowable Assessment per EBU Fiscal Year 2022/23 Budget $ 5,660 42,060 47,720 34,270 370 34,640 570 35,210 $ (12,510) 226.22 $ 151.45 $ 151.45 Landscape Maintenance District No. 8 — City of Rancho Cucamonga 1 Fiscal Year 2022/23 ATTACHMENT 8 Page 459 In making the assessments contained herein pursuant to the 1972 Act: I have identified all parcels which will have a special benefit conferred upon them from the improvement described in the Special Benefit Section of this Annual Engineer's Report (the "Specially Benefited Parcels"). For particulars as to the identification of said parcels, reference is made to the Assessment Diagram, a copy of which is included in this Annual Engineer's Report. 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefited Parcels. In making such evaluation: a. The proportionate special benefit derived by each Specially Benefited Parcel from the improvements was determined in relationship to the entirety of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefited Parcel which exceeds the reasonable cost of the proportional special benefit conferred on such parcel from the improvements; and c. Any general benefits from the improvements have been separated from the special benefits and only special benefits have been assessed. I, the undersigned, respectfully submit the enclosed Annual Engineer's Report and, to the best of my knowledge, information and belief, I certify that the Annual Engineer's Report and Assessment Diagram included herein have been prepared and computed in accordance with the order of the City Council of the City of Rancho Cucamonga and the Assessment Law. Jason C. Welday, Director of Engineering Services/City Engineer Landscape Maintenance District No. 8 — City of Rancho Cucamonga 2 Fiscal Year 2022/23 ATTACHMENT 8 Page 460 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 2022/23 ATTACHMENT 8 Page 461 conclusion of the hearing, the City Council may order changes in any of the matters provided in the report, including the improvements, to the zones within the District, and the proposed diagram or the proposed assessment. The City Council, upon conclusion of the public hearing must then adopt a resolution confirming the diagram and assessment, either as originally proposed or as changed by it. The adoption of the resolution shall constitute the levy of an assessment for the fiscal year referred to in the assessment. If the assessment to be levied exceeds the maximum assessment amount previously approved, the City must comply with the procedures specified in Article XIII D and Proposition 218. The voters in the State of California in November 1996 added Article XIII D to the California Constitution imposing, among other requirements, the necessity for the City to conduct an assessment ballot procedure to enable the owners of each property on which assessments are proposed to be enacted or increased, the opportunity to express their support for, or opposition to, the proposed assessment or increase in such assessment. PLANS AND SPECIFICATIONS The District provides for the administration, maintenance, operations, and servicing of various improvements located within the public right-of-way and dedicated easements within the boundaries of the District. Description of the Boundaries of the District The District is located in the City of Rancho Cucamonga, State of California. The boundaries of the District are generally described as that area known as South Etiwanda, which is south of the 1-210 Freeway along Fisher Dr, east of East Ave, including the south side of Highstone Manor Ct, the south side of Smokestone St, and to the San Bernardino County Flood Control drainage basin on east side. Typically, parcels have been annexed to the District as they have been developed. Reference is also made to the Assessment Diagram included in this Report. Description of Improvements and Services The improvements maintained by the District include the paseos, community trails, trees, landscaped sites and appurtenant facilities that are throughout the District. These improvements are located within the street right-of-ways and dedicated public easements which are within the boundaries of the District. The landscaping maintenance includes, but is not limited to, the pruning, fertilizing, mowing, weeding, pest control, removal of trash/debris, and irrigation of the trees, shrubs, vines, ground cover, and turf. Maintenance of associated improvements and facilities, such as community trails, fencing and irrigation systems, includes but is not limited to, grading and replacement of trail surfacing, trail fence repair and replacement, steel fence painting, repair and replacement, and irrigation systems control, adjustment, trouble -shooting, repair and replacement. Services include personnel, materials, contracting services, utilities, capital projects Landscape Maintenance District No. 8 — City of Rancho Cucamonga 4 Fiscal Year 2022/23 ATTACHMENT 8 Page 462 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 2022/23 ATTACHMENT 8 Page 463 Landscape Maintenance District Na 8 — City of Rancho Cucamonga 8 Fiscal Year 202223 ATTACHMENT Page 464 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 2022/23 Budget Expenditures Personnel Services: Regular Salaries $ 3,770 Fringe Benefits 1,890 Subtotal - Personnel 5,660 Operations and Maintenance: Operations and Maintenance: O & M/General Subtotal - Operations and Maintenance Contract Services: Contract Services/General Tree Maintenance Subtotal - Contract Services Utilities: Water Utilities Electric Utilities Subtotal - Utilities Assessment Administration Admin./General Overhead Subtotal - Operations and Maintenance Total Expenditures Budget 1,500 1,500 10,620 5,730 16,350 9,950 630 10,580 730 12,900 42,060 $ 47,720 Landscape Maintenance District No. 8 — City of Rancho Cucamonga 7 Fiscal Year 2022/23 ATTACHMENT 8 Page 465 Fiscal Year 2022/23 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 34,270 Anticipated Prior Year Delinquencies Collection 370 Subtotal - Taxes 34,640 Other Revenues: Interest Earnings 570 Total Revenues Budget 35,210 Contribution to/(Use of) Fund Balance $ (12,510) Total Gross Estimated Assessments $ 34,261.02 Total District EBU Count 226.22 Actual Assessment per EBU - Fiscal Year 2022/23 $ 151.45 Maximum Allowable Assessment per EBU - Fiscal Year 2022/23 $ 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, 2022 $ 55,637 Contribution to/(Use of) Reserve - Fiscal Year 2022/23 (12,510) Estimated Reserve Fund Balance, June 30, 2023 $ 43,127 Landscape Maintenance District No. 8 — City of Rancho Cucamonga 8 Fiscal Year 2022/23 ATTACHMENT 8 Page 466 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 2022/23 ATTACHMENT 8 Page 467 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 2022/23 ATTACHMENT 8 Page 468 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 2022/23 ATTACHMENT 8 Page 469 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 2022/23 ATTACHMENT 8 Page 470 The following table summarizes the Fiscal Year 2022/23 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 2022/23 ATTACHMENT 8 Page 471 i1a 0 r- 0 ƒ _ 0 2 � 2 2 U .� > « / u L 4- U� LU . 00 AV AM 2 U @ r --- o r o | c i i \ Ln o 4j: : 0 / 4 mNtl)2 # ; ---|A JSm 2 CL e ■ AV ePUem 2 AV pu m_q3 (A | ' ,a � �22°°2 -. } .. _ . ... ,._� AV AjSAmm AV 2JSmDm �. i AV ugpwi-----' AV m+lw ; ; ; ; AV ua @H k AV ua m ! ■ AV Em_GH.AV ]� @ma | AV meq�av� 0 AV mqN:+ AV mm§a _& ffi u@m@H AV pJemua 3 2llameD | 7!f --' -- A ma D \ = R E L2 |E }�|�� $ b Z 3 • q{� ! §§12 •i !|q/�{|. � Landscape Maintenance District No. 8 - City of Rancho Cucamonga 14 Fiscal Year 2022/23 ATTACHMENT 8 Page 472 ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2022/23 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 2022/23 actual assessments for the District: Property Type (County Use Code) Actual Assessment Rate per EBU Total Units/Acres Total EBUs Total Assessment Single Family Residential $151.45 199.00 199.00 $30,138.55 Non -Residential 151.451 13.61 27.221 4,122.47 Totals 1 212.611 226.22 $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 2022/23. Landscape Maintenance District No. 8 — City of Rancho Cucamonga 15 Fiscal Year 2022/23 ATTACHMENT 8 Page 473 Preliminary Annual Engineer's Report Fiscal Year 2022/23 City of Rancho Cucamonga Landscape Maintenance District No. 9 (Lower Etiwanda) ATTACHMENT 9 Page 474 CITY OF RANCHO CUCAMONGA LANDSCAPE MAINTENANCE DISTRICT NO. 9 (LOWER ETIWANDA) 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Phone: 909.477.2700 Fax: 909.477.2845 CITY COUNCIL L. Dennis Michael, Mayor Lynne B. Kennedy, Mayor Pro Tern Ryan A. Hutchison, Council Member Kristine D. Scott, 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 Noah Daniels, Finance Director Page 475 TABLE OF CONTENTS ENGINEER'S LETTER INTRODUCTION Reason for Assessment Process for Annual Assessment PLANS AND SPECIFICATIONS Description of the Boundaries of the District Description of Improvements and Services Map of Improvements ESTIMATE OF COSTS District Budget Definitions of Budget Items METHOD OF ASSESSMENT Overview General Benefit Special Benefit Method of Assessment Spread Cost of Living Inflator ASSESSMENT DIAGRAM ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll Annexations 1 3 3 3 4 4 4 7 9 9 11 12 12 13 13 14 15 16 18 18 18 Page 476 ENGINEER'S LETTER WHEREAS, on June 15,2022, the City Council of Rancho Cucamonga (the "City"), under the Landscape and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 2022-xxx, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Landscape Maintenance District No. 9 (Lower Etiwanda) (the "District"); and WHEREAS, the Resolution Initiating Proceedings directed staff to prepare and file an Annual Engineer's Report for Fiscal Year 2022/23 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 2022/23 Budget Expenditures Personnel Services $ 350,670 Operations and Maintenance 340,560 Capital Expenditures 370 Total Expenditures Budget 691,600 Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies 677,980 Anticipated Prior Year Delinquencies Collection 1,380 Subtotal - Taxes 679,360 Other Revenues 18,630 Total Revenues Budget 697,990 Contribution to/(Use of) Fund Balance $ 6,390 Total District EBU Count 2,173.56 Actual Assessment per EBU $ 311.92 Maximum Allowable Assessment per EBU $ 664.01 Landscape Maintenance District No. 9 — City of Rancho Cucamonga 1 Fiscal Year 2022/23 ATTACHMENT 9 Page 477 In making the assessments contained herein pursuant to the 1972 Act: 1. I have identified all parcels which will have a special benefit conferred upon them from the improvement described in the Special Benefit Section of this Annual Engineer's Report (the "Specially Benefited Parcels"). For particulars as to the identification of said parcels, reference is made to the Assessment Diagram, a copy of which is included in this Annual Engineer's Report. 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefited Parcels. In making such evaluation: a. The proportionate special benefit derived by each Specially Benefited Parcel from the improvements was determined in relationship to the entirety of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefited Parcel which exceeds the reasonable cost of the proportional special benefit conferred on such parcel from the improvements; and c. Any general benefits from the improvements have been separated from the special benefits and only special benefits have been assessed. I, the undersigned, respectfully submit the enclosed Annual Engineer's Report and, to the best of my knowledge, information and belief, I certify that the Annual Engineer's Report and Assessment Diagram included herein have been prepared and computed in accordance with the order of the City Council of the City of Rancho Cucamonga and the Assessment Law. Jason C. Welday, Director of Engineering Services/City Engineer Landscape Maintenance District No. 9 — City of Rancho Cucamonga 2 Fiscal Year 2022/23 ATTACHMENT 9 Page 478 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 2022/23 ATTACHMENT 9 Page 479 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 2022/23 ATTACHMENT 9 Page 480 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 # Descriotive Location 9-1 The west side of East Ave from 380 feet north of Chateau Dr to 290 feet south of Chateau Dr. Ground Cover area: 7,244 square feet Hardscape area: 7,525 square feet 9-2 The west side of East Ave from 339 feet north of Brookfield Dr to 157 north of Brookfield Dr. Brookfield Dr from East Ave to Oakcrest Ct. The east side of Oakcrest Ct to 137 feet north of Brookfield Dr. Ground Cover area: 2,390 square feet Hardscape area: 6,874 square feet 9-3 The west side of East Ave from 790 feet north of Highfield Dr to 256 feet south of Highfield Dr. Ground Cover area: 8,769 square feet Hardscape area: 10,669 square feet 9-4 The west side of East Ave from 295 feet north of Via Veneto Dr To Via Veneto Dr. The north side of Via Veneto Dr From East Ave to Dolcetto PI. The east side of Dolcetto PI from Via Veneto Dr to Miller Ave. The south side of Miller Ave from 372 feet west of Dolcetto PI to 240 feet east of Dolcetto PI. The west side of Dolcetto PI from Miller Ave to Garcia Dr. The north side of Garcia Dr from Dolcetto PI to Etiwanda Ave. Ground Cover area: 48,612 square feet Hardscape area: 28,746 square feet 9-5 The north side of Miller Ave from 429 feet west of Dolcetto PI to 1029 feet west of Dolcetto PI. Ground Cover area: 6,519 square feet Hardscape area: 3,325 square feet Landscape Maintenance District No. 9 — City of Rancho Cucamonga 5 Fiscal Year 2022/23 ATTACHMENT 9 Page 481 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 Hardscape area: 4,089 square feet 2,854 square feet 9-8 The south side of Base Line Rd from Etiwanda Ave to Shelby PI. The Base Line Rd median from Etiwanda Ave to 473 feet east of Shelby PI. Ground Cover area: 16,395 square feet Hardscape area: 14,558 square feet 9-9 The north side of Candlewood St from Exbury PI to Etiwanda Ave. Ground Cover area: 3,362 square feet Hardscape area: 786 square feet 9-10 The north side of Base Line Rd from 522 feet east of Forester PI to 180 feet west of Forester PI. The Base Line Rd median from 503 feet east of Forester PI to 200 feet west of Forester PI. Ground Cover area: 16,930 square feet Hardscape area: 13,600 square feet 9-11 The north side of Mueller Ct from 40 feet past the east end of Mueller Ct to 20 feet east of Dicarlo PI. Ground Cover area: 9,420 square feet Hardscape area: 742 square feet 9-12 The north and south sides of Highland Ave from 217 feet west of Norcia Dr to 210 feet east of Dicarlo PI. Ground Cover area: 12,471 square feet Hardscape area: 14,445 square feet 9-13 The south side of Carnesi Dr from Etiwanda Ave to 395 feet east of Murietta Ct. Ground Cover area: 8,919 square feet Hardscape area: 6,203 square feet 9-14 The west side of East Ave from 665 feet north of Miller Ave to Miller Ave. The north side of Miller Ave from East Ave to 667 feet west of East Ave. Ground Cover area: 9,150 square feet Hardscape area: 16,226 square feet 9-15 The north side of Base Line Rd from Shelby PI to 343 feet east of Shelby PI Ground Cover area: 3,480 square feet Hardscape area: 4,638 square feet Landscape Maintenance District No. 9 — City of Rancho Cucamonga 6 Fiscal Year 2022/23 ATTACHMENT 9 Page 482 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 2022/23 ATTACHMENT 9 Page 483 Landscape Maintenance District No. 9 — City of Rancho Cucamonga 8 Fiscal Year 2022/23 ATTACHMENT 9 Page 484 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 2022/23 Budget Expenditures Personnel Services: Regular Salaries $ 214,420 Part-time Salaries 22,430 Fringe Benefits 113,820 Subtotal - Personnel 350,670 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 126,510 Tree Maintenance 39,770 Subtotal - Contract Services 166,280 Utilities: Water Utilities 75,190 Electric Utilities 4,240 Subtotal - Utilities 79,430 Assessment Administration 5,240 Admin./General Overhead 70,610 Subtotal - Operations and Maintenance 340,560 Capital Expenditures: Captial Outlay - Equipment 370 Subtotal - Capital Expenditures 370 Total Expenditures Budget $ 691,600 Landscape Maintenance District No. 9 — City of Rancho Cucamonga 9 Fiscal Year 2022/23 ATTACHMENT 9 Page 485 Fiscal Year 2022/23 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 677,980 Anticipated Prior Year Delinquencies Collection 1,380 Subtotal - Taxes 679,360 Other Revenues: Interest Earnings Park Maintenance Fees Sports Field User Group Rentals Subtotal - Other Revenues: Total Revenues Budget 15,570 2,950 110 18,630 697,990 Contribution to/(Use of) Fund Balance $ 6,390 Total Gross Estimated Assessments $ 677,976.84 Total District EBU Count 2,173.56 Actual Assessment per EBU - Fiscal Year 2022/23 $ 311.92 Maximum Allowable Assessment per EBU - Fiscal Year 2022/23 $ 664.01 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, 2022 $ 1,769,099 Contribution to/(Use of) Reserve - Fiscal Year 2022/23 6,390 Estimated Reserve Fund Balance, June 30, 2023 $ 1,775,489 Landscape Maintenance District No. 9 — City of Rancho Cucamonga 10 Fiscal Year 2022/23 ATTACHMENT 9 Page 486 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 2022/23 ATTACHMENT 9 Page 487 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 2022/23 ATTACHMENT 9 Page 488 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 2022/23 ATTACHMENT 9 Page 489 • 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 2022/23 ATTACHMENT 9 Page 490 The following summarizes the Fiscal Year 2022/23 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 $664.01 $311.92 1,080.00 1,080.00 Multi -Family Residential 664.01 311.92 1,057.00 1,057.00 Non -Residential 664.01 311.92 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. The actual assessment rate for Fiscal Year 2022/23 will remain at $311.92 per single family residence. Landscape Maintenance District No. 9 — City of Rancho Cucamonga 15 Fiscal Year 2022/23 ATTACHMENT 9 Page 491 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 2022/23 ATTACHMENT 9 Page 492 MM i1 W jf} L s= O 0 a ny A-ua4� G = J A A Q W ■ J ate+ i 1 my epuenn143 V � V = i ny Jaj.Say3a�j i AV LJaj!ll!W i i i ny uaneH i i AV eSOW-JaH 1- AV plL'q!4}-JV � ny UeWIP-H i i ■ ■ ■ IS ue!laweD i ■ ■ ■ "0 L LA cc� Con N �6 Q � m 77 _ t]4 �a C J � � 4 00 LL ¢ AV Xse3 I ■ AV epuea!13 ny -aj5a4]0N 1 - -.� hb' uaj!II!W ny UDA2H ny esOWJDH AV pleq!pjV ny uewllaH AVPeAaUTA �...���.� AVaAGA!) C LO r e"R�a goa��� H Ej �eel Landscape Maintenance District No. 9 — City of Rancho Cucamonga 17 Fiscal Year 2022/23 ATTACHMENT 9 Page 493 ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2022/23 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 2022/23 actual assessments for the District: Property Type (County Use Code) Actual Assessment Rate per EBU Total Units/Acres Total EBUs Total Assessment Single Family Residential $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 311.92 18.28 36.56 11,403.80 Totals 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 2022/23. Landscape Maintenance District No. 9 — City of Rancho Cucamonga 18 Fiscal Year 2022/23 ATTACHMENT 9 Page 494 Preliminary Annual Engineer's Report Fiscal Year 2022/23 City of Rancho Cucamonga Landscape Maintenance District No. 10 (Rancho Etiwanda) ATTACHMENT 10 Page 495 CITY OF RANCHO CUCAMONGA LANDSCAPE MAINTENANCE DISTRICT NO. 10 (RANCHO ETIWANDA) 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Phone: 909.477.2700 Fax: 909.477.2845 CITY COUNCIL L. Dennis Michael, Mayor Lynne B. Kennedy, Mayor Pro Tern Ryan A. Hutchison, Council Member Kristine D. Scott, 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 Noah Daniels, Finance Director Page 496 TABLE OF CONTENTS ENGINEER'S LETTER INTRODUCTION Reason for Assessment Process for Annual Assessment PLANS AND SPECIFICATIONS Description of the Boundaries of the District Description of Improvements and Services Map of Improvements ESTIMATE OF COSTS District Budget Definitions of Budget Items METHOD OF ASSESSMENT Overview General Benefit Special Benefit Method of Assessment Spread Cost of Living Inflator ASSESSMENT DIAGRAM ASSESSMENT ROLL and ANNEXATIONS Assessment Roll Annexations 1 3 3 3 4 4 4 7 9 9 11 12 12 13 13 14 15 15 17 17 17 Page 497 ENGINEER'S LETTER WHEREAS, on June 15, 2022, the City Council of Rancho Cucamonga (the "City"), under the Landscape and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 2022-xxx, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Landscape Maintenance District No. 10 (Rancho Etiwanda) (the "District"); and WHEREAS, the Resolution Initiating Proceedings directed staff to prepare and file an Annual Engineer's Report for Fiscal Year 2022/23 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 2022/23 Budget Expenditures Personnel Services $ 284,780 Operations and Maintenance 497,930 Capital Expenditures 1,430 Total Expenditures Budget 784,140 Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies Anticipated Prior Year Delinquencies Collection Subtotal - Taxes Other Revenues Total Revenues Budget Contribution to/(Use of) Fund Balance Total District EBU Count Actual Assessment per EBU Maximum Allowable Assessment per EBU Landscape Maintenance District No. 10 — City of Rancho Cucamonga Fiscal Year 2022/23 614,250 5,550 619,800 44,330 664,130 $ (120,010) 786.00 $ 804.92 $ 1,021.79 1 ATTACHMENT 10 Page 498 In making the assessments contained herein pursuant to the 1972 Act: 1. I have identified all parcels which will have a special benefit conferred upon them from the improvement described in the Special Benefit Section of this Annual Engineer's Report (the "Specially Benefited Parcels"). For particulars as to the identification of said parcels, reference is made to the Assessment Diagram, a copy of which is included in this Annual Engineer's Report. 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefited Parcels. In making such evaluation: a. The proportionate special benefit derived by each Specially Benefited Parcel from the improvements was determined in relationship to the entirety of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefited Parcel which exceeds the reasonable cost of the proportional special benefit conferred on such parcel from the improvements; and c. Any general benefits from the improvements have been separated from the special benefits and only special benefits have been assessed. I, the undersigned, respectfully submit the enclosed Annual Engineer's Report and, to the best of my knowledge, information and belief, I certify that the Annual Engineer's Report and Assessment Diagram included herein have been prepared and computed in accordance with the order of the City Council of the City of Rancho Cucamonga and the Assessment Law. Jason C. Welday, Director of Engineering Services/City Engineer Landscape Maintenance District No. 10 — City of Rancho Cucamonga 2 Fiscal Year 2022/23 ATTACHMENT 10 Page 499 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 2022/23 ATTACHMENT 10 Page 500 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 2022/23 ATTACHMENT 10 Page 501 repair and replacement. Services include personnel, materials, contracting services, utilities, capital projects and all necessary costs associated with the maintenance, replacement and repair required to keep the improvements in a healthy, vigorous and satisfactory condition. In addition, it is the City's intention to continue to use cost effective materials, including the future ability to replace landscaping with drought resistant or low water use plants, in order to lower expenses of the District. The breakdown of maintained areas is as follows: Parks: Day Creek Park. Site # Descriptive Location 10-1 The west side of Day Creek Blvd from 790 feet north of Richfield Dr to Wilson Ave. The north side of Wilson Ave from Day Creek Blvd to 227 feet west of Day Creek Blvd. This site overlaps 10-2. Ground Cover area: 16,941 square feet Hardscape area: 3,589 square feet 10-2 The north and south side of Wilson Ave from 497 feet west of Alvarado PI to Day Creek Blvd. The south side of Wilson Ave from Day Creek Blvd to Bluegrass Ave. The Wilson Ave median from Day Creek Blvd to Bluegrass Ave. Ground Cover area: 47,275 square feet Hardscape area: 6,444 square feet 10-3 The west side of Day Creek Blvd from Wilson Ave to 144 feet south of Clydesdale Dr. The Day Creek Blvd median from Wilson Ave to Banyan St. Ground Cover area: 32,619 square feet Hardscape area: 10,983 square feet 10-4 10-5 The east side of Day Creek Blvd from 648 feet south of Keenland Dr to Wilson Ave. Ground Cover area: 15,952 square feet Hardscape area: 4,365 square feet The west side of Bluegrass Ave from Wilson Ave to 705 feet south of Challendon Dr. Ground Cover area: 26,882 square feet Hardscape area: 12,220 square feet 10-6 The south side of Banyan St from Rochester Ave to Day Creek Blvd. The north side of Banyan St from 427 feet west of Rocking Horse PI to Rocking Horse PI. The west side of Day Creek Blvd from Banyan St to Vintage Dr. The north side of Vintage Dr from Day Creek Blvd to the paseo ending 153 feet west of Sandhill PI. Ground Cover area: 44,000 square feet Hardscape area: 16,197 square feet Landscape Maintenance District No. 10 — City of Rancho Cucamonga 5 Fiscal Year 2022/23 ATTACHMENT 10 Page 502 10-7 The north side of Vintage Dr from 180 feet east of Taylor Canon PI to Day Creek Blvd. The east side of Day Creek Blvd from Vintage Dr to Banyan St. The south side of Banyan St from Day Creek Blvd to Bluegrass Ave. Ground Cover area: 22,164 square feet Hardscape area: 11,724 square feet 10-8 The landscape against the south side facing wall north of the 210 freeway from the top of the slope on the east side of Day Creek Blvd to 300 feet eastward. The Day Creek Blvd median from the 210 freeway to Vintage Dr. The east side of Day Creek Blvd from Caltrans ROW to Vintage Dr. The south side of Vintage Dr from Day Creek Blvd to 180 feet east of Taylor Canyon PI. Ground Cover area: 16,841 square feet Hardscape area: 7,025 square feet 10-9 The north side of Coyote Dr from Brookstone PI to Day Creek Blvd. The east side of Day Creek Blvd from Coyote Dr to 358 feet north of Coyote Dr. The west side of Day Creek Blvd from 118 feet north of Coyote Dr to 380 feet north of Coyote Dr. Ground Cover area: 9,403 square feet Hardscape area: 6,052 square feet 10-10 The north side of Wilson Ave from 395 feet east of Day Creek Blvd to Day Creek Blvd. The east side of Day Creek Blvd from Wilson Ave to Blackstone Dr. The south side of Blackstone Dr from Day Creek Blvd to Stoneview Rd. The north side of Blackstone Dr from Day Creek Blvd to 165 feet west of Stoneview Rd. Ground Cover area: 26,304 square feet Hardscape area: 19,117 square feet 10-11 The west side of Day Creek Blvd from 340 feet north of Banyan St to Banyan St. The north side of Banyan St from Day Creek Blvd to Rocking Horse PI. Ground Cover area: 20,378 square feet Hardscape area: 11,212 square feet 10-12 The paseo on the east side of Stoneview Rd across from Duncaster PI. Ground Cover area: 3,326 square feet Hardscape area: 2,374 square feet 10-13 The west side of Day Creek Blvd from 340 feet south of Vintage Dr to 915 feet south of Vintage Dr. Ground Cover area: 27,416 square feet Hardscape area: 16,167 square feet Landscape Maintenance District No. 10 — City of Rancho Cucamonga 6 Fiscal Year 2022/23 ATTACHMENT 10 Page 503 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 2022/23 ATTACHMENT 10 Page 504 I�LO AV Is eg O 00 E Z _ m *+ p u u 4-P a 0 a Fl ��� N i i■ ■ a = Av epuemiI3 a V � CL fa U { AV ssea Is I ee _ i � I _i_i_�_�.�■�--------- ----- -----J---- -------- ---------J 5 �eatl ��e i AVaaxsaW3n2i 6 E a= 10 E jig = f l P G14 Z � C�U ■ F�C�2 Landscape Maintenance District No. 10 — City of Rancho Cucamonga 8 Fiscal Year 2022/23 ATTACHMENT 10 Page 505 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 2022/23 Budget Expenditures Personnel Services: Regular Salaries $ 157,960 Overtime Salaries 1,050 Part-time Salaries 36,110 Fringe Benefits 89,660 Subtotal - Personnel 284,780 Operations and Maintenance: Operations and Maintenance: O & M/General 20,270 O & M/Facilities 26,500 Emergency Equipment and Vehicle Rental 3,300 Equip Operations & Maint 1,000 Subtotal - Operations and Maintenance 51,070 Contract Services: Contract Services/General 171,810 Contract Serv/Facilities 3,770 Tree Maintenance 23,410 Subtotal - Contract Services 198,990 Utilities: Water Utilities 136,660 Electric Utilities 14,560 Subtotal - Utilities 151,220 Assessment Administration 2,820 Admin./General Overhead 93,180 Misc Contributions to City 650 Subtotal - Operations and Maintenance 497,930 Capital Expenditures: Captial Outlay- Equipment 1,430 Subtotal - Capital Expenditures 1,430 Total Expenditures Budget $ 784,140 Landscape Maintenance District No. 10 — City of Rancho Cucamonga 9 Fiscal Year 2022/23 ATTACHMENT 10 Page 506 Fiscal Year 2022/23 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 614,250 Anticipated Prior Year Delinquencies Collection 5,550 Subtotal - Taxes 619,800 Other Revenues: Interest Earnings Other Rental/Lease Income Park Maintenance Fees Sports Field User Group Rentals Sports Lighting Fees Other Revenue Subtotal - Other Revenues: 12,820 27,220 180 40 3,970 100 44,330 Total Revenues Budget 664,130 Contribution to/(Use of) Fund Balance $ (120,010) Total Gross Estimated Assessments $ 632,667.12 Total District EBU Count 786.00 Actual Assessment per EBU - Fiscal Year 2022/23 $ 804.92 Maximum Allowable Assessment per EBU - Fiscal Year 2022/23 $ 1,021.79 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, 2022 $ 1,279,348 Contribution to/(Use of) Reserve - Fiscal Year 2022/23 (120,010) Estimated Reserve Fund Balance, June 30, 2023 $ 1,159,338 Landscape Maintenance District No. 10 — City of Rancho Cucamonga 10 Fiscal Year 2022/23 ATTACHMENT 10 Page 507 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 2022/23 ATTACHMENT 10 Page 508 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 2022/23 ATTACHMENT 10 Page 509 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 2022/23 ATTACHMENT 10 Page 510 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 2022/23 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 $1,021.79 $804.92 786.00 786.00 Landscape Maintenance District No. 10 — City of Rancho Cucamonga 14 Fiscal Year 2022/23 ATTACHMENT 10 Page 511 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 2022/23 will increase from $781.48 to $804.92 per single-family residence, a CPI increase of 3.0% as compared to Fiscal Year 2021/22. 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 2022/23 ATTACHMENT 10 Page 512 r-ti C M 2 MU 4d 5 < �L LV o U p Cn s C U + 4— C ■ 0 ■_ 461-CJ ■ iv i M !AV epuenaQ3 U i vl M i C i IH laws Alf aalsa4Ma Alf URI!ll!W +M....... i i AV UmeH G i Ay egDwJDH _ AV pleQgDAV a Alf UeWIIaH i i i i ]5 URIJOUaeD ; ■ ■uu� y I.l Ay A.ua4:) C J LL 4� I � cn 7 m AVISeA v 1 +� Ay epue 43 Ay J2:52400}1 Ay UPA!II!W Ay UDAeH Ay es()WJDH AV pleq!4uab' .w7,O Ay uewilaH 9 ny OeAau'A q h s y� 9� S�Ee NO Landscape Maintenance District No. 10 — City of Rancho Cucamonga 16 Fiscal Year 2022/23 ATTACHMENT 10 Page 513 ASSESSMENT ROLL and ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2022/23 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 2022/23 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 $804.92 786.00 786.00 $632,667.12 Totals 786.001 786.001 $632,667.12 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 2022/23. Landscape Maintenance District No. 10 — City of Rancho Cucamonga 17 Fiscal Year 2022/23 ATTACHMENT 10 Page 514 Preliminary Annual Engineer's Report Fiscal Year 2022/23 City of Rancho Cucamonga Street Lighting Maintenance District No. 1 (Arterials) ATTACHMENT 11 Page 515 CITY OF RANCHO CUCAMONGA STREET LIGHTING MAINTENANCE DISTRICT NO. 1 (ARTERIALS) 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Phone: 909.477.2700 Fax: 909.477.2845 CITY COUNCIL L. Dennis Michael, Mayor Lynne B. Kennedy, Mayor Pro Tern Ryan A. Hutchison, Council Member Kristine D. Scott, 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 Noah Daniels, Finance Director Page 516 TABLE OF CONTENTS ENGINEER'S LETTER INTRODUCTION Reason for Assessment Process for Annual Assessment PLANS AND SPECIFICATIONS Description of the Boundaries of the District Description of Improvements and Services Map of Improvements ESTIMATE OF COSTS District Budget Definitions of Budget Items METHOD OF ASSESSMENT Overview Special Benefit General Benefit Method of Assessment Spread ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll Annexations 1 3 3 3 4 El I 7 7 9 10 10 11 11 15 15 Page 517 ENGINEER'S LETTER WHEREAS, on June 15, 2022, the City Council of Rancho Cucamonga (the "City"), under the Landscaping and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 2022-xxx, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Street Lighting Maintenance District No. 1 (Arterial) (the "District"); and WHEREAS, the Resolution Initiating Proceedings directed the City Engineer to prepare and file an Annual Engineer's Report for Fiscal Year 2022/23 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 2022/23 Budget Expenditures Personnel Services $ 23,990 Operations and Maintenance 774,820 Transfer Out 113,200 Total Expenditures Budget 912,010 Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies 832,650 Anticipated Prior Year Delinquencies Collection 6,890 Subtotal - Taxes 839,540 Other Revenues 5,430 Transfer In - CFD Empire Lakes 11,320 Total Revenues Budget 856,290 Contribution to/(Use of) Fund Balance $ (55,720) Total District EBU Count 46,856.84 Actual Assessment per EBU $ 17.77 Maximum Allowable Assessment per EBU $ 17.77 Street Lighting Maintenance District No. 1 — City of Rancho Cucamonga 1 Fiscal Year 2022/23 ATTACHMENT 11 Page 518 In making the assessments contained herein pursuant to the 1972 Act: 1. I have identified all parcels which will have a special benefit conferred upon them from the improvement described in the Special Benefit Section of this Annual Engineer's Report (the "Specially Benefited Parcels"). For particulars as to the identification of said parcels, reference is made to the Assessment Diagram, a copy of which is included in this Annual Engineer's Report. 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefited Parcels. In making such evaluation: a. The proportionate special benefit derived by each Specially Benefited Parcel from the improvements was determined in relationship to the entirely of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefited Parcel which exceeds the reasonable cost of the proportional special benefit conferred on such parcel from the improvements; and c. Any general benefits from the improvements have been separated from the special benefits and only special benefits have been assessed. I, the undersigned, respectfully submit the enclosed Annual Engineer's Report and, to the best of my knowledge, information and belief, I certify that the Annual Engineer's Report and Assessment Diagram included herein have been prepared and computed in accordance with the order of the City Council of the City of Rancho Cucamonga and the Assessment Law. Jason C. Welday, Director of Engineering Services/City Engineer Street Lighting Maintenance District No. 1 — City of Rancho Cucamonga 2 Fiscal Year 2022/23 ATTACHMENT 11 Page 519 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 2022/23 ATTACHMENT 11 Page 520 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 2022/23 ATTACHMENT 11 Page 521 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 2022/23 ATTACHMENT 11 Page 522 M C G M 0 z ,= E *+ du .2 /� 4J +� V O G = Q 4 4J 03 1 U i = I r E J 18 �aaA L Alf aa;sayDob 4J hk{ UZ)1IIIIW--`-rM1101 AV uaAeH AV esauraOH J I Ay P112gl43-[V * • • AV uew11aH •• AV AJJaD J OJ — LA O ?a i � Q L J E LS r J ❑ } W � Ay xse3 + i I IT r •.. I Av epuemr43 IP O 1q 4 AV JRISa4:)aa I AV UaIIIIIL4 AV UaMeH OAir e50uuaH ny PIe414)JV +i ,Y Alf UOWIIDH • LAV P CAau� E� E --- C J P LL J iq -A4 ��'sn��€_,t2j fi- d u- A h� Street Lighting Maintenance District No. 1 — City of Rancho Cucamonga 6 Fiscal Year 2022/23 ATTACHMENT 11 Page 523 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 2022/23 Budget Expenditures Personnel Services: Regular Salaries $ 15,990 Fringe Benefits 8,000 Subtotal - Personnel 23,990 Operations and Maintenance: Training 220 Membership Dues 80 O & M/General 45,520 Cellular Technology 2,000 Equipment Operations and Maintenance 500 Subtotal - Operations and Maintenance 48,320 Contract Services: Contract Services 47,750 Contract Equipment Maintenance/Repair 4,280 Subtotal - Contract Services 52,030 Utilities: Telephone Utilities 1,500 Electric Utilities 497,600 Subtotal - Utilities 499,100 Assessment Administration 106,710 Admin./General Overhead 68,660 Subtotal - Operations and Maintenance 774,820 Transfer Out - General City Street Lights Fund 113,200 Total Expenditures Budget $ 912,010 Street Lighting Maintenance District No. 1 — City of Rancho Cucamonga 7 Fiscal Year 2022/23 ATTACHMENT 11 Page 524 Fiscal Year 2022/23 Budget Rauanups Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 832,650 Anticipated Prior Year Delinquencies Collection 6,890 Subtotal - Taxes 839,540 Other Revenues: Interest Earnings 5,430 Transfer In Transfer In - CFD Empire Lakes 11,320 Total Revenues Budget 856,290 Contribution to/(Use of) Fund Balance $ (55,720) Total Gross Estimated Assessments $ 832,646.05 Total District EBU Count 46,856.84 Actual Assessment per EBU - Fiscal Year 2022/23 $ 17.77 Maximum Allowable Assessment per EBU - Fiscal Year 2022/23 $ 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, 2022 $ 520,857 Contribution to/(Use of) Reserve - Fiscal Year 2022/23 (55,720) Estimated Reserve Fund Balance, June 30, 2023 $ 465,137 Street Lighting Maintenance District No. 1 — City of Rancho Cucamonga 8 Fiscal Year 2022/23 ATTACHMENT 11 Page 525 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 2022/23, 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 2022/23 ATTACHMENT 11 Page 526 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 2022/23 ATTACHMENT 11 Page 527 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 2022/23 ATTACHMENT 11 Page 528 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 2022/23 maximum allowable assessment rates for the District: Street Lighting Maintenance District No. 1 — City of Rancho Cucamonga 12 Fiscal Year 2022/23 ATTACHMENT 11 Page 529 Maximum Allowable Actual Assessment Rate Asessment Total Property Type (County Use Code) per EBU Rate per EBU Units/Acres Total EBUs Single Family Residential $17.77 $17.77 28,374.00 28,374.00 Multi -Family Residential 17.77 17.77 12,052.00 12,052.00 Non -Residential 1 17.77 17.77 3,215.42 6,430.84 The total amount of maintenance and incidental costs for maintaining the street lights and traffic signals is assessed to the individual parcels of real property within the District in proportion to the special benefit received by such parcels of real property. The proposed individual assessments are shown on the assessment roll in this report. ASSESSMENT DIAGRAM An Assessment Diagram for the District is shown on the following page. The lines and dimensions of each lot or parcel within the District are those lines and dimensions shown on the maps of the County Assessor of the County San Bernardino, at the time this report was prepared, and are incorporated by reference herein and made part of this Engineer's Report. Street Lighting Maintenance District No. 1 — City of Rancho Cucamonga 13 Fiscal Year 2022/23 ATTACHMENT 11 Page 530 MW4^ G o to d) Q 2 E +r r U L 7 4J `I r � J Q U *AVISJJBu:) u U v) o d) LF'-y G C i O1 ■ i l� M -M ao i i "' b J ■ G ■ � o 4 LL _ r U �......; AV I5e3 ZX G '�'• ihy EPUEM.Lo by ePuenA.}3 r � m i J i 4J i 18 A32J Q Oi - 4J AV J94.SayDa�H AV J24$ay:'0-d ■ AV Ua4!II!W h'd ua�!II!W ■ w ■ 1 ■ AV uaheH - h'S{ uaheH i i AV esnuJJaH 11 _ by 12SOLUJOH i J AV Plel!4?JV i AV Rlel!4:)jV 1 AV ueWIIVH i AV uew1laH ■ 6 ie �6t i hN PAbAD UIA 4� �P IS 11211a111LD ■�� e� AV ahaJ 9 ` 71.E J-� rl 0 0-) � Of r Lf1 CO 0UO Ll <= :2 m 10 0 �a Street Lighting Maintenance District No. 1 — City of Rancho Cucamonga 14 Fiscal Year 2022/23 ATTACHMENT 11 Page 531 ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2022/23 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 2022/23 actual assessments for the District: Property Type (County Use Code) Actual Assessment Rate per EBU Total Units/Acres Total EBUs Total Assessment Single Family Residential $17.77 28,374.00 28,374.00 $504,205.98 Multi -Family Residential 17.77 12,052.00 12,052.00 214,164.04 Non -Residential 17.77 1 3,215.42 6,430.84 114,276.03 Totals 43,641.42 46,856.84 $832,646.05 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 2022/23: Apn Annexation Date Project Name Total Units/ Acres Total EBUs Property Type 1077-881-13 02/03/21 DRC2016-00593 92.00 46.00 Multi -family Res 0201-182-33 02/03/21 PW2020-04723 1.00 1.00 Single-family Res 0201-163-05 04/21/21 PMT2020-05213 1.00 1.00 Single-family Res 1061-351-11 04/21/21 PMT2020-03289 1.00 1.00 Single-family Res 1074-451-12 04/21/21 PMT2020-04586 1.00 1.00 Single-family Res 1062-131-28 08/04/21 PMT2021-00438 1.00 1.00 Single-family Res 0229-284-03 09/15/21 DRC2020-00026 1.49 1.49 Commercial/Industrial 0208-291-05 11/03/21 DRC2015-00681 0.70 0.70 Commercial/Industrial 0207-112-03, and 20 11/03/21 DRC2019-00381 0.56 0.56 Commercial/Industrial 0209-101-08 11/03/21 PMT2021-01562 1.00 1.00 Single-family Res 0208-091-44 11/03/21 SUBTPM20101 3.00 3.00 Single-family Res Street Lighting Maintenance District No. 1 — City of Rancho Cucamonga 15 Fiscal Year 2022/23 ATTACHMENT 11 Page 532 Preliminary Annual Engineer's Report Fiscal Year 2022/23 City of Rancho Cucamonga Street Lighting Maintenance District No. 2 (Local Streets) ATTACHMENT 12 Page 533 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: 909.477.2845 CITY COUNCIL L. Dennis Michael, Mayor Lynne B. Kennedy, Mayor Pro Tern Ryan A. Hutchison, Council Member Kristine D. Scott, 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 Noah Daniels, Finance Director Page 534 TABLE OF CONTENTS ENGINEER'S LETTER INTRODUCTION Reason for Assessment Process for Annual Assessment PLANS AND SPECIFICATIONS Description of the Boundaries of the District Description of Improvements and Services Map of Improvements ESTIMATE OF COSTS District Budget Definitions of Budget Items METHOD OF ASSESSMENT Overview Special Benefit General Benefit Method of Assessment Spread ASSESSMENT DIAGRAM ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll Annexations 1 3 3 3 4 El I 7 7 9 10 10 11 11 15 15 15 Page 535 ENGINEER'S LETTER WHEREAS, on June 15, 2022, the City Council of Rancho Cucamonga (the "City"), under the Landscaping and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 2022-xxx, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Street Light Maintenance District No. 2 (Local Streets) (the "District"); and WHEREAS, the Resolution Initiating Proceedings directed the City Engineer to prepare and file an Annual Engineer's Report for Fiscal Year 2022/23 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 2022/23 Budget Expenditures Operations and Maintenance $ 386,500 Transfer Out 110,860 Total Expenditures Budget 497,360 Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies 381,850 Anticipated Prior Year Delinquencies Collection 4,000 Subtotal - Taxes 385,850 Transfer In -General Fund 85,110 Transfer In - CFD Empire Lakes 26,400 Total Revenues Budget 497,360 Contribution to/(Use of) Fund Balance $ - Total District EBU Count 9,553.32 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 2022/23 ATTACHMENT 12 Page 536 In making the assessments contained herein pursuant to the 1972 Act: 1. I have identified all parcels which will have a special benefit conferred upon them from the improvement described in the Special Benefit Section of this Annual Engineer's Report (the "Specially Benefited Parcels"). For particulars as to the identification of said parcels, reference is made to the Assessment Diagram, a copy of which is included in this Annual Engineer's Report. 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefited Parcels. In making such evaluation: a. The proportionate special benefit derived by each Specially Benefited Parcel from the improvements was determined in relationship to the entirely of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefited Parcel which exceeds the reasonable cost of the proportional special benefit conferred on such parcel from the improvements; and c. Any general benefits from the improvements have been separated from the special benefits and only special benefits have been assessed. I, the undersigned, respectfully submit the enclosed Annual Engineer's Report and, to the best of my knowledge, information and belief, I certify that the Annual Engineer's Report and Assessment Diagram included herein have been prepared and computed in accordance with the order of the City Council of the City of Rancho Cucamonga and the Assessment Law. Jason C. Welday, Director of Engineering Services/City Engineer Street Lighting Maintenance District No. 2 — City of Rancho Cucamonga 2 Fiscal Year 2022/23 ATTACHMENT 12 Page 537 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 2022/23 ATTACHMENT 12 Page 538 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 2022/23 ATTACHMENT 12 Page 539 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 2022/23 ATTACHMENT 12 Page 540 M N w a 4} K E ra A u�� V d: .T u in G o u u c = � rY c ' o 4 1 � � 1 = I I AV epueNU42 4 J I w I I 19 jaeJ� ems_ _ AV J2}S2g7O'd i r• I AV uaj!II!W � —•�. _ AV UDAeH AV RSOWJaH p AV Pleq!4aJV • AV uewllaH _ Abf IdJa4:) m QA -i 6 00 � 1 _ rnn n 5 a ' 0 �� i yjU !- AV Ise3 [-(') AV epuenn14] a AV INISN)O'i AV ua41II1W 1 Alf uaAeH M Alf eSOwJaH AV PIeI143JV AV ueuglDH � g AV pJeX;a;J1 j i AV DAME) I III LL E E e e l }y}y}y Y Street Lighting Maintenance District No. 2 - City of Rancho Cucamonga 6 Fiscal Year 2022/23 ATTACHMENT 12 Page 541 ESTIMATE OF COSTS The estimated costs of administration, maintenance, operations, and servicing the improvements as described in the Plans and Specifications are summarized below. Each year, as part of the District levy calculation process, the costs and expenses are reviewed and the annual costs are projected for the following fiscal year. District Budget Expenditures Operations and Maintenance: Training Membership Dues Operations and Maintenance Subtotal - Operations and Maintenance Contract Services: Contract Services/General Contract Equipment Maintenace/Repair Subtotal - Contract Services Utilities: Electric Utilities Assessment Administration Admin./General Overhead Subtotal - Operations and Maintenance Transfer Out - General Street Lights Fund Total Expenditures Budget Fiscal Year 2022/23 Budget $ 220 80 410 710 20,950 50 21,000 336,000 26,350 2,440 386,500 110,860 $ 497,360 Street Lighting Maintenance District No. 2 — City of Rancho Cucamonga 7 Fiscal Year 2022/23 ATTACHMENT 12 Page 542 Fiscal Year 2022/23 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 381,850 Anticipated Prior Year Delinquencies Collection 4,000 Subtotal - Taxes 385,850 Transfer In Transfer In - General Fund Transfer In - CFD Empire Lakes Total Revenues Budget Contribution to/(Use of) Fund Balance Total Gross Estimated Assessments Total District EBU Count Actual Assessment per EBU - Fiscal Year 2022/23 Maximum Allowable Assement per EBU - Fiscal Year 2022/23 85,110 26,400 111,510 497,360 $ 381, 846.19 9,553.32 $ 39.97 $ 39.97 The maximum allowable assessment per Equivalent Benefit Unit (EBU) listed in the District budget above, is the amount which was approved in Fiscal Year 1996/97 and subsequent District annexations. Each year, prior to the assessments being placed on the tax roll, the City will review the budget and determine the amount needed to maintain the improvements for the upcoming fiscal year. The actual assessment per EBU will be based on the total amount of funds needed to maintain the improvements in a satisfactory and healthy condition. The actual assessment amount may be lower than the maximum allowable assessment; however, it may not exceed the maximum unless the increase is approved by the property owners in accordance with Proposition 218. It is the intent of the City of Rancho Cucamonga to maintain an Operating Reserve which shall not exceed the estimated costs of maintenance and servicing of the improvements prior to December 10 of the fiscal year, or when the City expects to receive its apportionment of special assessments and tax collections from the County, whichever is later. The reserve balance information for the District is as follows: Estimated Reserve Fund Balance, June 30, 2022 Contribution to/(Use of) Reserve - Fiscal Year 2022/23 Estimated Reserve Fund Balance, June 30, 2023 Operating Reserve $ 1,018,033 $ 1,018,033 Street Lighting Maintenance District No. 2 — City of Rancho Cucamonga 8 Fiscal Year 2022/23 ATTACHMENT 12 Page 543 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 2022/23, 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 2022/23 ATTACHMENT 12 Page 544 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 2022/23 ATTACHMENT 12 Page 545 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 2022/23 ATTACHMENT 12 Page 546 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 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. Street Lighting Maintenance District No. 2 — City of Rancho Cucamonga 12 Fiscal Year 2022/23 ATTACHMENT 12 Page 547 The following table summarizes the Fiscal Year 2022/23 maximum allowable assessment rates for the District: Maximum Allowable Actual Assessment Asessment Total Property Type (County Use Code) Rate per EBU Rate per EBU Units/Acres Total EBUs Single Family Residential $39.97 $39.97 7,339.00 7,339.00 Multi -Family Residential 39.97 39.97 2,144.00 2,144.00 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 2022/23 ATTACHMENT 12 Page 548 MN� � � m � 7 / z w e ._ 0 > . � \ \ § » O n o - m O c @� _ _. _. /_ . � qo � � � ��] � 2 2 ■ o e a ® \ \ p a � _ Nul . _ . . G \ 4-S AV IRp2q4] ®' AV 2tm q� Z � I Imp ] ALIU . . ._._._- A 2fA3]' AV , ADO'd — •� | (� AV uDNmwj—'—'—'— ugmw 1 .. I � AV uDAeHAV u@m H | AV mowBH| esDwAaH � AV mm!4 ¥,AV mg1q3Jv | AV uemPH u� � \ ■ 401� _ « ■AV PJe4au'A 91 ' I | _.� . A ■AMA lfe o < \��� § §� 7 \ � |.11� � �} ! \ Street Lighting Maintenance District No. 2 — City of Rancho Cucamonga 14 Fiscal Year 2022/23 ATTACHMENT12 Page 549 ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2022/23 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 2022/23 actual assessments for the District: Property Type (County Use Code) Actual Assessment Rate per EBU Total Units/Acres Total EBUs Total Assessment Single Family Residential $39.97 7,339.00 7,339.00 $ 293,339.83 Multi -Family Residential 39.97 2,144.00 2,144.00 $ 85,695.68 Non -Residential 39.97 35.16 1 70.32 $ 2,8101.68 Totals 9,518.16 9,553.32 $ 381,846.19 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 2022/23: Apn Annexation Date Project Name Total Units/ Acres Total EBUs Property Type 1077-881-13 02/03/21 DRC2016-00593 92.00 46.00 Multi -family Res 0201-182-33 02/03/21 PMT2020-04723 1.00 1.00 Single-family Res 0201-163-05 04/21/21 PMT2020-05213 1.00 1.00 Single-family Res 1061-351-11 04/21/21 PMT2020-03289 1.00 1.00 Single-family Res 1074-451-12 04/21/21 PMT2020-04586 1.00 1.00 Single-family Res 1062-131-28 08/04/21 PMT2021-00438 1.00 1.00 Single-family Res 0209-101-08 11/03/21 PMT2021-01562 1.00 1.00 Single-family Res 0208-091-44 11/03/21 1 SUBTPM20101 3.00 3.00 1 Single-family Res Street Lighting Maintenance District No. 2 — City of Rancho Cucamonga 15 Fiscal Year 2022/23 ATTACHMENT 12 Page 550 Preliminary Annual Engineer's Report Fiscal Year 2022/23 City of Rancho Cucamonga Street Lighting Maintenance District No. 3 (Victoria Planned Community) ATTACHMENT 13 Page 551 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: 909.477.2845 CITY COUNCIL L. Dennis Michael, Mayor Lynne B. Kennedy, Mayor Pro Tern Ryan A. Hutchison, Council Member Kristine D. Scott, 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 Noah Daniels, Finance Director Page 552 TABLE OF CONTENTS ENGINEER'S LETTER INTRODUCTION Reason for Assessment Process for Annual Assessment PLANS AND SPECIFICATIONS Description of the Boundaries of the District Description of Improvements and Services Map of Improvements ESTIMATE OF COSTS District Budget Definitions of Budget Items METHOD OF ASSESSMENT Overview Special Benefit General Benefit Method of Assessment Spread ASSESSMENT DIAGRAM ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll Annexations 1 3 3 3 4 El I 7 7 9 10 10 11 11 15 15 15 Page 553 ENGINEER'S LETTER WHEREAS, on June 15, 2022, the City Council of Rancho Cucamonga (the "City"), under the Landscaping and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 2022-xxx, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Street Light Maintenance District No. 3 (Victoria Planned Community) (the "District"); and WHEREAS, the Resolution Initiating Proceedings directed the City Engineer to prepare and file an Annual Engineer's Report for Fiscal Year 2022/23 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 2022/23 Budget Expenditures Personnel Services $ 33,990 Operations and Maintenance 177,680 Transfer Out 43,960 Total Expenditures Budget 255,630 Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies 381,410 Anticipated Prior Year Delinquencies Collection 2,730 Subtotal - Taxes 384,140 Other Revenues 6,240 Total Revenues Budget 390,380 Contribution to/(Use of) Fund Balance $ 134,750 Total District EBU Count 8,089.24 Actual Assessment per EBU $ 47.15 Maximum Allowable Assessment per EBU $ 47.15 Street Lighting Maintenance District No. 3 — City of Rancho Cucamonga 1 Fiscal Year 2022/23 ATTACHMENT 13 Page 554 In making the assessments contained herein pursuant to the 1972 Act: 1. I have identified all parcels which will have a special benefit conferred upon them from the improvement described in the Special Benefit Section of this Annual Engineer's Report (the "Specially Benefited Parcels"). For particulars as to the identification of said parcels, reference is made to the Assessment Diagram, a copy of which is included in this Annual Engineer's Report. 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefited Parcels. In making such evaluation: a. The proportionate special benefit derived by each Specially Benefited Parcel from the improvements was determined in relationship to the entirety of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefited Parcel which exceeds the reasonable cost of the proportional special benefit conferred on such parcel from the improvements; and c. Any general benefits from the improvements have been separated from the special benefits and only special benefits have been assessed. I, the undersigned, respectfully submit the enclosed Annual Engineer's Report and, to the best of my knowledge, information and belief, I certify that the Annual Engineer's Report and Assessment Diagram included herein have been prepared and computed in accordance with the order of the City Council of the City of Rancho Cucamonga and the Assessment Law. Jason C. Welday, Director of Engineering Services/City Engineer Street Lighting Maintenance District No. 3 — City of Rancho Cucamonga 2 Fiscal Year 2022/23 ATTACHMENT 13 Page 555 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 2022/23 ATTACHMENT 13 Page 556 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 2022/23 ATTACHMENT 13 Page 557 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 2022/23 ATTACHMENT 13 Page 558 Q g .0 V' E V L E J 0 im U ( — 0 0 0 c = L-� Q a.._,.,-,.,-,.....�.��.�_,.,-........._._..----- 4 03 _ 7 `-' - -- - - - + Av epueM143 a Li % • + d a ■ s + + I wr AV JBIS IRON i a I • �J ea @�2 •iF i� AV ua)1g1!W e k- INN a -A4 CO 66. �U��� V s c e Street Lighting Maintenance District No. 3 — City of Rancho Cucamonga 6 Fiscal Year 2022/23 ATTACHMENT 13 Page 559 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 2022/23 Budget Expenditures Personnel Services: Regular Salaries $ 22,660 Fringe Benefits 11,330 Subtotal - Personnel 33,990 Operations and Maintenance: Operations and Maintenance: Training Membership Dues O & M/General Contract Services Contract Equipment Maintenance/Repair Subtotal - Operations and Maintenance Electric Utilities Assessment Administration Admin./General Overhead Subtotal - Operations and Maintenance Transfer Out - General Street Lights Fund Total Expenditures Budget 220 80 200 8,050 30 8,580 133,100 24,820 11,180 177,680 43,960 $ 255,630 Street Lighting Maintenance District No. 3 — City of Rancho Cucamonga 7 Fiscal Year 2022/23 ATTACHMENT 13 Page 560 Fiscal Year 2022/23 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 381,410 Anticipated Prior Year Delinquencies Collection 2,730 Subtotal - Taxes 384,140 Other Revenues: Interest Earnings 6,240 Total Revenues Budget 390,380 Contribution to/(Use of) Fund Balance $ 134,750 Total Gross Estimated Assessments $ 381,407.67 Total District EBU Count 8,089.24 Actual Assessment per EBU - Fiscal Year 2022/23 $ 47.15 Maximum Allowable Assessment per EBU - Fiscal Year 2022/23 $ 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, 2022 $ 510,625 Contribution to/(Use of) Reserve - Fiscal Year 2022/23 134,750 Estimated Reserve Fund Balance, June 30, 2023 $ 645,375 Street Lighting Maintenance District No. 3 — City of Rancho Cucamonga 8 Fiscal Year 2022/23 ATTACHMENT 13 Page 561 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 2022/23, 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 2022/23 ATTACHMENT 13 Page 562 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 2022/23 ATTACHMENT 13 Page 563 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 2022/23 ATTACHMENT 13 Page 564 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 2022/23 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 2022/23 ATTACHMENT 13 Page 565 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 2022/23 ATTACHMENT 13 Page 566 M M ^ c d - E U ISQ 40 o U .V) O Cn J M rq AV huaW C c j s..-. u U ■'-y c c r C a m qi i _ 4—a i o } +0+\Z ; Ay =3 t� .. my epuenng3 Alf RpUP M43 t ' i J � W 4J Ay aaJ.sa400�1 _ AV X)IS24:10}d i i AV URI!II!W AV Uaj!II!W i i i AV uaAeH A'p` uaAeH i i_ AV eSOWJGN j1 AV LSOLUJaH ny pjLqiq3.jV i AV PIeq!4Uab' AV ueuap2H i 'EX ny UewIIRH -F 4� fill ! AV PfeA;)u! � I IS U12112111UD i ay� 5 ' 10L fi► AV ..� •may#ti to = m CIL, �yEad .22 cc 0O LL g yplgr pEgr 9 5 ¢. 9 d� Street Lighting Maintenance District No. 3 — City of Rancho Cucamonga 14 Fiscal Year 2022/23 ATTACHMENT 13 Page 567 ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2022/23 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 2022/23 actual assessments for the District: Property Type (County Use Code) Actual Assessment Rate per EBU Total Units/Acres Total EBUs Total Assessment Single Family Residential $47.15 6,843.00 6,843.00 $322,647.45 Multi -Family Residential 47.15 729.00 729.001 $34,372.35 Non -Residential 47.15 258.62 517.24 $24,387.87 Totals 7,830.62 8,089.24 $381,407.67 A copy of the full assessment roll is available for review in the City Clerk's office. Annexations There were no effective annexations for Fiscal Year 2022/23. Street Lighting Maintenance District No. 3 — City of Rancho Cucamonga 15 Fiscal Year 2022/23 ATTACHMENT 13 Page 568 Preliminary Annual Engineer's Report Fiscal Year 2022/23 City of Rancho Cucamonga Street Lighting Maintenance District No. 4 (Terra Vista Planned Community) ATTACHMENT 14 Page 569 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: 909.477.2845 CITY COUNCIL L. Dennis Michael, Mayor Lynne B. Kennedy, Mayor Pro Tern Ryan A. Hutchison, Council Member Kristine D. Scott, 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 Noah Daniels, Finance Director Page 570 TABLE OF CONTENTS ENGINEER'S LETTER INTRODUCTION Reason for Assessment Process for Annual Assessment PLANS AND SPECIFICATIONS Description of the Boundaries of the District Description of Improvements and Services Map of Improvements ESTIMATE OF COSTS District Budget Definitions of Budget Items METHOD OF ASSESSMENT Overview Special Benefit General Benefit Method of Assessment Spread ASSESSMENT DIAGRAM ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll Annexations 1 3 3 3 4 El I 7 7 9 10 10 11 11 15 15 15 Page 571 ENGINEER'S LETTER WHEREAS, on June 15, 2022, the City Council of Rancho Cucamonga (the "City"), under the Landscaping and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 2022-xxx, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Street Light Maintenance District No. 4 (Terra Vista Planned Community) (the "District"); and WHEREAS, the Resolution Initiating Proceedings directed the City Engineer to prepare and file an Annual Engineer's Report for Fiscal Year 2022/23 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 2022/23 Budget Expenditures Personnel Services $ 33,990 Operations and Maintenance 91,200 Debt Service 11,320 Transfer Out 20,410 Total Expenditures Budget 156,920 Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies 166,400 Anticipated Prior Year Delinquencies Collection 730 Subtotal - Taxes 167,130 Other Revenues 1,350 Total Revenues Budget 168,480 Contribution to/(Use of) Fund Balance $ 11,560 Total District EBU Count 5,745.78 Actual Assessment per EBU $ 28.96 Maximum Allowable Assessment per EBU $ 28.96 Street Lighting Maintenance District No. 4 — City of Rancho Cucamonga 1 Fiscal Year 2022/23 ATTACHMENT 14 Page 572 In making the assessments contained herein pursuant to the 1972 Act: 1. I have identified all parcels which will have a special benefit conferred upon them from the improvement described in the Special Benefit Section of this Annual Engineer's Report (the "Specially Benefited Parcels"). For particulars as to the identification of said parcels, reference is made to the Assessment Diagram, a copy of which is included in this Annual Engineer's Report. 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefited Parcels. In making such evaluation: a. The proportionate special benefit derived by each Specially Benefited Parcel from the improvements was determined in relationship to the entirety of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefited Parcel which exceeds the reasonable cost of the proportional special benefit conferred on such parcel from the improvements; and c. Any general benefits from the improvements have been separated from the special benefits and only special benefits have been assessed. I, the undersigned, respectfully submit the enclosed Annual Engineer's Report and, to the best of my knowledge, information and belief, I certify that the Annual Engineer's Report and Assessment Diagram included herein have been prepared and computed in accordance with the order of the City Council of the City of Rancho Cucamonga and the Assessment Law. Jason C. Welday, Director of Engineering Services/City Engineer Street Lighting Maintenance District No. 4 — City of Rancho Cucamonga 2 Fiscal Year 2022/23 ATTACHMENT 14 Page 573 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 2022/23 ATTACHMENT 14 Page 574 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 2022/23 ATTACHMENT 14 Page 575 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 2022/23 ATTACHMENT 14 Page 576 .-, G O 0 2 .v p U r s y V AV aaasay3oa ( El _ = C a a•+•a •a+•* aar aa• • •■•aar■ • J o Ig l� ia`+• �■si9 *a i• ii i • i •a •=a d ■rraaio;■, ••0;e�*e0 •r 0 *ice n, }. •_ � • +•: • a:: i + aria• r+a • + a• `•* + + l� IA •1r r** •• a a• r +aa 04 60 t.i a•a:a� :7 r L ■ • Of •r L ■ as ■ a+•� ua *aa i+4ai i *ILS### a �• is a*�; • J ■ • • • 4 ■ ••a ii j • • i • • �"*a w 41 � * a a•* * a• a IleAV UUMIM V • •r of *`+• •aa i fee as•r • • ir•a+� dr 0 `a•�0ir*• ra• •ease lot* 7 • r �• % as r•a •••i • •• •a . as■a ■ •aa a ••• •a ai• a••a �+ • a • .A+ •• a a r a a as •• a • J • J. •� + i• is r•of ; • i • •� • i •a• go Of a� • + • % j■r raso ■+ ■ • • a� r • ■ O a 5 g so 0 see goo go +i)r •• a f•+ •• • a E aaw • a 4 • `•a AV uaneH ----- e e i4vf11 i zn Street Lighting Maintenance District No. 4 — City of Rancho Cucamonga 6 Fiscal Year 2022/23 ATTACHMENT 14 Page 577 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 2022/23 Budget Expenditures Personnel Services: Regular Salaries $ 22,660 Fringe Benefits 11,330 Subtotal - Personnel 33,990 Operations and Maintenance: Operations and Maintenance: Training 220 Membership Dues 80 O & M/General 1,070 Contract Services 3,730 Contract Equipment Maintenace/Repair 110 Subtotal - Operations and Maintenance 5,210 Utilities: Electric Utilities 63,000 Assessment Administration 14,420 Admin./General Overhead 8,570 Subtotal - Operations and Maintenance 91,200 Debt Service: Interest Expense 1,460 Principal Repayments 9,860 Subtotal - Debt Service 11,320 Transfer Out - General City Street Lights Fund 20,410 Total Expenditures Budget $ 156,920 Street Lighting Maintenance District No. 4 — City of Rancho Cucamonga 7 Fiscal Year 2022/23 ATTACHMENT 14 Page 578 Fiscal Year 2022/23 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 166,400 Anticipated Prior Year Delinquencies Collection 730 Subtotal - Taxes 167,130 Other Revenues: Interest Earnings 1,350 Total Revenues Budget 168,480 Contribution to/(Use of) Fund Balance $ 11,560 Total Gross Estimated Assessments $ 166,397.79 Total District EBU Count 5,745.78 Actual Assessment per EBU - Fiscal Year 2022/23 $ 28.96 Maximum Allowable Assessment per EBU - Fiscal Year 2022/23 $ 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: Estimated Reserve Fund Balance, June 30, 2022 Contribution to/(Use of) Reserve - Fiscal Year 2022/23 Estimated Reserve Fund Balance, June 30, 2023 Operating Reserve $ 83,861 11,560 $ 95,421 Street Lighting Maintenance District No. 4 — City of Rancho Cucamonga 8 Fiscal Year 2022/23 ATTACHMENT 14 Page 579 Definitions of Budget Items The following definitions describe the costs and expenses included in the District Budget: Personnel Services: This item includes the costs attributed to the salaries of all full-time and part-time employees dedicated to maintenance of the District improvements. Additionally, this includes benefits available to City employees. Operations and Maintenance: This item includes the costs of City staff to perform maintenance duties within the boundaries of the District. Utilities: This item includes the costs to furnish electricity and telephone services, as required, for the operation and maintenance of the street lights, traffic signals, and appurtenant facilities throughout the District. Assessment Administration: This item includes the cost to all particular departments and staff of the City, and consultants for providing the administration, coordination and management of District services, operations, and incidental expenses related to the District. This item also includes creation of an annual Engineer's Report, resolutions and placing the assessment amounts onto the County tax roll each year, along with responding to any public inquiries and future Proposition 218 balloting proceedings. General Overhead: This item includes the costs of all central services departments of the City for providing the coordination of District services, inspections, annual bid management, responding to public concerns, public education, accounting, auditing and procedural matters associated with the District. This item also includes an allocation for general City staff time for administrative functions and systems that provide for a functional and operational District within the City's administrative structure. Capital Outlay: This item includes new improvements to further enhance the level and quality of service provided within the boundaries of the District. This may include installation of safety lights and other large improvements. Debt Service: This item includes the repayment of interest and principal to the City Capital Reserve Fund for the acquisition of street lights and installation of LED street lighting within the District. Transfer Out - General City Street Lights Fund: This item includes the cost for the replacement and installation of District owned street lights. These costs are incurred in the General City Street Lights Fund and reimbursed by the District. Other Revenues: This includes other revenues that are not levied through the annual assessments that support the District operations. These other revenues may include: interest earnings and Developer Energizing Fees. Street Lighting Maintenance District No. 4 — City of Rancho Cucamonga 9 Fiscal Year 2022/23 ATTACHMENT 14 Page 580 METHOD OF ASSESSMENT Overview Pursuant to the 1972 Act and Article XIII D, all parcels that have a special benefit conferred upon them as a result of the maintenance and operation of improvements and services shall be identified, and the proportionate special benefit derived by each identified parcel shall be determined in relationship to the entire costs of the maintenance and operation of improvements. The 1972 Act, permits the establishment of assessment districts for the purpose of providing certain public improvements which include the public lighting facilities, including traffic signals. Section 22573 of the 1972 Act requires that maintenance assessments must be levied according to benefit rather than according to assessed value. This Section states: The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefit to be received by each such lot or parcel from the improvements. The determination of whether or not a lot or parcel will benefit from the improvements shall be made pursuant to the Improvement Act of 1911 (Division 7 commencing with Section 5000) [of the Streets and Highways Code, State of California]. Section 22547 of the 1972 Act also permits the designation of zones of benefit within any individual assessment district if "by reasons or variations in the nature, location, and extent of the improvements, the various areas will receive different degrees of benefit from the improvement". Article XIII D, Section 4(a) of the California Constitution limits the amount of any assessment to the proportional special benefit conferred on the property. Article XIII D also provides that publicly owned properties must be assessed unless there is clear and convincing evidence that those properties receive no special benefit from the assessment. Exempted from the assessment would be the areas of public streets, public avenues, public lanes, public roads, public drives, public courts, public alleys, public easements and rights -of -ways, public greenbelts and public parkways. The net amount to be assessed may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels. Proposition 218, approved by the voters in November 1996, requires the City to separate general benefit from special benefit, where only special benefit is assessed. Street Lighting Maintenance District No. 4 — City of Rancho Cucamonga 10 Fiscal Year 2022/23 ATTACHMENT 14 Page 581 Special Benefit The maintenance and servicing of the improvements within the District (which are described in the Description of Improvements and Services Section of this report) are for the benefit of the properties within the District, and as such confer a special and direct benefit to parcels within the District by: • improving the livability, safety, appearance, and desirability for properties within the boundaries of the District, and • ensuring that improvements do not reach a state of deterioration or disrepair so as to be materially detrimental to properties within the District, and • providing for safe vehicular and pedestrian access for properties within the District, and • providing beautification and overall enhancement to properties within the District. The above mentioned items affect the assessed property in a way that is particular and distinct from their effect on other parcels and that real property in general and the public at large do not share. They contribute to a specific enhancement of the properties within the District. Since these improvements were installed and are maintained specifically for the properties within the District; only properties within the District receive a special benefit and are assessed for said maintenance. General Benefit In addition to the special benefits received by parcels within the District, there are derivative general benefits that are conferred on parcels outside the boundaries of the District which include: • the safety and visual enhancement of the area to persons or vehicles that may travel through the District However, it has been determined that these benefits are derivative and do not provide a direct benefit to parcels outside of the district that are not being assessed. Method of Assessment Spread Each of the parcels within the District is deemed to receive special benefit from the improvements. Each parcel that has a special benefit conferred upon it as a result of the maintenance and operation of improvements are identified and the proportionate special benefit derived by each identified parcel is determined in relationship to the entire costs of the maintenance and operation of the improvements. When the District was formed, Article XIII D and Proposition 218 had not yet been passed. Upon the passage of Article XIII D and the subsequent passage of the Proposition Omnibus Implementation Act, new rules were put into place. Due to the changes in legal requirements, as Street Lighting Maintenance District No. 4 — City of Rancho Cucamonga 11 Fiscal Year 2022/23 ATTACHMENT 14 Page 582 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 2022/23 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 $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 1 28.96 28.96 234.39 468.78 Street Lighting Maintenance District No. 4 — City of Rancho Cucamonga 12 Fiscal Year 2022/23 ATTACHMENT 14 Page 583 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 2022/23 ATTACHMENT 14 Page 584 +a yr = a 0 Z E to ,u E u L < 0 a *AV{00 -0 S w a u u 0 = o 0 , , m LL iJ _ V X 7 f 41 a 1AV epueAa113 i la JaWD ell a 46J Ay 191.SayOod � i Ay uaj!II!W +—l.l—l.l.l.l i i 1 ■ �4 AV UaAeH � i AywJaH - ■ Ay Pleq!A�JV ■ i Ay uewpaH i i i i IS ue!laweD i ru�.d ♦ ...In l+ .i.* `0. al CO y J 0 OC C m L.L cc y 04 mix uuuy �, AV IS e3 �n i N 22 Air epuenn!I3 Ay JajSagDob At' uaJ!II!W Ay UaAeH AV eECWJBH ■ Ay Pleq!gajV I AV U2wllaH Ln ter. AV pJedaulA it pI 00 AV BADJ 9- �~ gig: H� ."21 1g� ad Street Lighting Maintenance District No. 4 — City of Rancho Cucamonga 14 Fiscal Year 2022/23 ATTACHMENT 14 Page 585 ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2022/23 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 2022/23 actual assessments for the District: Property Type (County Use Code) Actual Assessment Rate per EBU Total Units/Acres Total EBUs Total Assessment Single Family Residential $28.96 2,652.00 2,652.00 $76,801.92 Multi -Family Residential 28.96 5,250.001 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 2022/23. Street Lighting Maintenance District No. 4 — City of Rancho Cucamonga 15 Fiscal Year 2022/23 ATTACHMENT 14 Page 586 Preliminary Annual Engineer's Report Fiscal Year 2022/23 City of Rancho Cucamonga Street Lighting Maintenance District No. 5 (Caryn Planned Community) ATTACHMENT 15 Page 587 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: 909.477.2845 CITY COUNCIL L. Dennis Michael, Mayor Lynne B. Kennedy, Mayor Pro Tern Ryan A. Hutchison, Council Member Kristine D. Scott, 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 Noah Daniels, Finance Director Page 588 TABLE OF CONTENTS ENGINEER'S LETTER INTRODUCTION Reason for Assessment Process for Annual Assessment PLANS AND SPECIFICATIONS Description of the Boundaries of the District Description of Improvements and Services Map of Improvements ESTIMATE OF COSTS District Budget Definitions of Budget Items METHOD OF ASSESSMENT Overview Special Benefit General Benefit Method of Assessment Spread ASSESSMENT DIAGRAM ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll Annexations 1 3 3 3 4 4 4 5 7 7 9 10 10 11 11 11 13 15 15 15 Page 589 ENGINEER'S LETTER WHEREAS, on June 15, 2022, the City Council of Rancho Cucamonga (the "City"), under the Landscaping and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 2022-xxx, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Street Light Maintenance District No. 5 (Caryn Planned Community) (the "District"); and WHEREAS, the Resolution Initiating Proceedings directed the City Engineer to prepare and file an Annual Engineer's Report for Fiscal Year 2022/23 pursuant to the requirements of the 1972 Act. The Annual Engineer's Report presents the plans and specifications describing the general nature, location and extent of the improvements to be maintained, an estimate of the costs of the maintenance, operations and servicing of the improvements for the District for the referenced fiscal year, a diagram for the District, showing the area and properties proposed to be assessed, and an assessment of the estimated costs of the maintenance, operations and servicing of the improvements, assessing the net amount upon all assessable lots and/or parcels within the District in proportion to the special benefit received; and NOW THEREFORE, the following assessment is proposed to be authorized in order to pay for the acquisition of street lights, the installation of Light Emitting Diode (LED) street lighting, and estimated costs of maintenance, operation and servicing of the improvements to be paid by the assessable real property within the boundaries of the District in proportion to the special benefit received. The following table summarizes the proposed assessment. Expenditures Personnel Services Operations and Maintenance Transfer Out Total Expenditures Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies Anticipated Prior Year Delinquencies Collection Subtotal - Taxes Transfer In - General Fund Total Revenues Budget Contribution to/(Use of) Fund Balance Total District EBU Count Actual Assessment per EBU Maximum Allowable Assessment per EBU Fiscal Year 2022/23 Budget $ 7,550 39,560 9,690 56,800 44,150 490 44,640 25,160 69,800 $ 13,000 1,276.00 34.60 34.60 Street Lighting Maintenance District No. 5 — City of Rancho Cucamonga 1 Fiscal Year 2022/23 ATTACHMENT #15 Page 590 In making the assessments contained herein pursuant to the 1972 Act: 1. I have identified all parcels which will have a special benefit conferred upon them from the improvement described in the Special Benefit Section of this Annual Engineer's Report (the "Specially Benefited Parcels"). For particulars as to the identification of said parcels, reference is made to the Assessment Diagram, a copy of which is included in this Annual Engineer's Report. 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefitted Parcels. In making such evaluation: a. The proportionate special benefit derived by each Specially Benefited Parcel from the improvements was determined in relationship to the entirety of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefited Parcel which exceeds the reasonable cost of the proportional special benefit conferred on such parcel from the improvements; and c. Any general benefits from the improvements have been separated from the special benefits and only special benefits have been assessed. I, the undersigned, respectfully submit the enclosed Annual Engineer's Report and, to the best of my knowledge, information and belief, I certify that the Annual Engineer's Report, and Assessment Diagram included herein have been prepared and computed in accordance with the order of the City Council of the City of Rancho Cucamonga and the Assessment Law. Jason C. Welday, Director of Engineering Services/City Engineer Street Lighting Maintenance District No. 5 — City of Rancho Cucamonga 2 Fiscal Year 2022/23 ATTACHMENT 15 Page 591 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 2022/23 ATTACHMENT 15 Page 592 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 2022/23 ATTACHMENT 15 Page 593 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 2022/23 ATTACHMENT 15 Page 594 M LA r--4 Im QZ'= V i d- V1 o u�u 0 a _ 0 4-1 g +v s J a.+ L SIS �4j ti m nv uar!!!!!W • i i ; i;i i .4 • • i + • + . i + a igo i . . go r a * ; . . 0% . • + i • Op + i+ ` i • * • • . • . ; • • • +• + • +a a` i • i . • go 0 I ■ .• * i a i a + i s i i • i * � . + + . r AV aa4say3oa O Street Lighting Maintenance District No. 5 — City of Rancho Cucamonga 6 Fiscal Year 2022/23 ATTACHMENT 15 Page 595 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 2022/23 Budget Expenditures Personnel Services: Regular Salaries $ 5,030 Fringe Benefits 2,520 Subtotal - Personnel 7,550 Operations and Maintenance: Contract Services 1,770 Utilities: Electric Utilities 30,100 Assessment Administration 4,570 Admin./General Overhead 3,120 Subtotal - Operations and Maintenance 39,560 Transfer Out - General Street Lights Fund 9,690 Total Expenditures Budget $ 56,800 Street Lighting Maintenance District No. 5 — City of Rancho Cucamonga 7 Fiscal Year 2022/23 ATTACHMENT 15 Page 596 Fiscal Year 2022/23 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 44,150 Anticipated Prior Year Delinquencies Collection 490 Subtotal - Taxes 44,640 Transfer In Transfer In - General Fund 25,160 Total Revenues Budget 69,800 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 2022/23 $ 34.60 Maximum Allowable Assessment per EBU - Fiscal Year 2022/23 $ 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, 2022 $ (107,551) Contribution to/(Use of) Reserve - Fiscal Year 2022/23 13,000 Estimated Reserve Fund Balance, June 30, 2023 $ (94,551) Street Lighting Maintenance District No. 5 — City of Rancho Cucamonga 8 Fiscal Year 2022/23 ATTACHMENT 15 Page 597 Definitions of Budget Items The following definitions describe the costs and expenses included in the District Budget: Personnel Services: This item includes the costs attributed to the salaries of all full-time and part-time employees dedicated to maintenance of the District improvements. Additionally, this includes benefits available to City employees. Operations and Maintenance: This item includes the costs of City staff to perform maintenance duties within the boundaries of the District. Utilities: This item includes the costs to furnish electricity and telephone services, as required, for the operation and maintenance of the street lights, traffic signals, and appurtenant facilities throughout the District. Assessment Administration: This item includes the cost to all particular departments and staff of the City, and consultants for providing the administration, coordination and management of District services, operations, and incidental expenses related to the District. This item also includes creation of an annual Engineer's Report, resolutions and placing the assessment amounts onto the County tax roll each year, along with responding to any public inquiries and future Proposition 218 balloting proceedings. General Overhead: This item includes the costs of all central services departments of the City for providing the coordination of District services, inspections, annual bid management, responding to public concerns, public education, accounting, auditing and procedural matters associated with the District. This item also includes an allocation for general City staff time for administrative functions and systems that provide for a functional and operational District within the City's administrative structure. Capital Outlay: This item includes new improvements to further enhance the level and quality of service provided within the boundaries of the District. This may include installation of safety lights and other large improvements. Debt Service: This item includes the repayment of interest and principal to the City Capital Reserve Fund for the acquisition of street lights and installation of LED street lighting within the District. Transfer Out - General City Street Lights Fund: This item includes the cost for the replacement and installation of District owned street lights. These costs are incurred in the General City Street Lights Fund and reimbursed by the District. Other Revenues: This includes other revenues that are not levied through the annual assessments that support the District operations. These other revenues may include: interest earnings and Developer Energizing Fees. Street Lighting Maintenance District No. 5 — City of Rancho Cucamonga 9 Fiscal Year 2022/23 ATTACHMENT 15 Page 598 METHOD OF ASSESSMENT Overview Pursuant to the 1972 Act and Article XIII D, all parcels that have a special benefit conferred upon them as a result of the maintenance and operation of improvements and services shall be identified, and the proportionate special benefit derived by each identified parcel shall be determined in relationship to the entire costs of the maintenance and operation of improvements. The 1972 Act, permits the establishment of assessment districts for the purpose of providing certain public improvements which include the public lighting facilities, including traffic signals. Section 22573 of the 1972 Act requires that maintenance assessments must be levied according to benefit rather than according to assessed value. This Section states: The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefit to be received by each such lot or parcel from the improvements. The determination of whether or not a lot or parcel will benefit from the improvements shall be made pursuant to the Improvement Act of 1911 (Division 7 commencing with Section 5000) [of the Streets and Highways Code, State of California]. Section 22547 of the 1972 Act also permits the designation of zones of benefit within any individual assessment district if "by reasons or variations in the nature, location, and extent of the improvements, the various areas will receive different degrees of benefit from the improvement". Article XIII D, Section 4(a) of the California Constitution limits the amount of any assessment to the proportional special benefit conferred on the property. Article XIII D also provides that publicly owned properties must be assessed unless there is clear and convincing evidence that those properties receive no special benefit from the assessment. Exempted from the assessment would be the areas of public streets, public avenues, public lanes, public roads, public drives, public courts, public alleys, public easements and rights -of -ways, public greenbelts and public parkways. The net amount to be assessed may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels. Proposition 218, approved by the voters in November 1996, requires the City to separate general benefit from special benefit, where only special benefit is assessed. Street Lighting Maintenance District No. 5 — City of Rancho Cucamonga 10 Fiscal Year 2022/23 ATTACHMENT 15 Page 599 Special Benefit The maintenance and servicing of the improvements within the District (which are described in the Description of Improvements and Services Section of this report) are for the benefit of the properties within the District, and as such confer a special and direct benefit to parcels within the District by: • improving the livability, safety, appearance, and desirability for properties within the boundaries of the District, and • ensuring that improvements do not reach a state of deterioration or disrepair so as to be materially detrimental to properties within the District, and • providing for safe vehicular and pedestrian access for properties within the District, and • providing beautification and overall enhancement to properties within the District. The above mentioned items affect the assessed property in a way that is particular and distinct from their effect on other parcels and that real property in general and the public at large do not share. They contribute to a specific enhancement of the properties within the District. Since these improvements were installed and are maintained specifically for the properties within the District; only properties within the District receive a special benefit and are assessed for said maintenance. General Benefit In addition to the special benefits received by parcels within the District, there are derivative general benefits that are conferred on parcels outside the boundaries of the District which include: • the safety and visual enhancement of the area to persons or vehicles that may travel through the District However, it has been determined that these benefits are derivative and do not provide a direct benefit to parcels outside of the district that are not being assessed. Method of Assessment Spread Each of the parcels within the District is deemed to receive special benefit from the improvements. Each parcel that has a special benefit conferred upon it as a result of the maintenance and operation of improvements are identified and the proportionate special benefit derived by each identified parcel is determined in relationship to the entire costs of the maintenance and operation of the improvements. When the District was formed, Article XIII D and Proposition 218 had not yet been passed. Upon the passage of Article XIII D and the subsequent passage of the Proposition Omnibus Street Lighting Maintenance District No. 5 — City of Rancho Cucamonga 11 Fiscal Year 2022/23 ATTACHMENT 15 Page 600 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 2022/23 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 $34.60 1,276.00 1,276.00 The total amount of maintenance and incidental costs for maintaining the street lights and traffic signals is assessed to the individual parcels of real property within the District in proportion to the special benefit received by such parcels of real property. The proposed individual assessments are shown on the assessment roll in this report. Street Lighting Maintenance District No. 5 — City of Rancho Cucamonga 12 Fiscal Year 2022/23 ATTACHMENT 15 Page 601 ASSESSMENT DIAGRAM An Assessment Diagram for the District is shown on the following page. The lines and dimensions of each lot or parcel within the District are those lines and dimensions shown on the maps of the Assessor of the County San Bernardino, at the time this report was prepared, and are incorporated by reference herein and made part of this Engineer's Report. Street Lighting Maintenance District No. 5 — City of Rancho Cucamonga 13 Fiscal Year 2022/23 ATTACHMENT 15 Page 602 M Ln c O •— _ EZ E U L in Q o '`4— J Ln 0 .a AV 1� D4D � � J U� cn 4 {� U C p1� c C Ri ■ j !.■i a : Q �+ J o a 46J '� m r C !Ay epuena4:1 *+ Ay epuenng3 i t � i J i }' I la *2-j:) eq a _ 4-1 Ay Ja4.saq:)od ny �2}52y30� Ay ual!ll!W AV uaj!II!W R ■ ■ Ay uaAeH - Ay uaAeH i i AV esowJ@H ' � _ AV E54LLI.IaH AV Pleq!gI)JV � 'Ab RIl2q!4:)ad i N AV uEu'IIaH i " A �, b' uew a II H p� p ny pJ RAOu!A 4I , s �Id 1rt5PL5ii it ■.���i .�.�'�. Ay aAw!) ae �e p F�pEpE 1.1.1 ttt��i 3333 -II A Q y y$ E� :2 EZ u5 6 2 Street Lighting Maintenance District No. 5 — City of Rancho Cucamonga 14 Fiscal Year 2022/23 ATTACHMENT 15 Page 603 ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2022/23 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 2022/23 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 1,276.001 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 2022/23. Street Lighting Maintenance District No. 5 — City of Rancho Cucamonga 15 Fiscal Year 2022/23 ATTACHMENT 15 Page 604 Preliminary Annual Engineer's Report Fiscal Year 2022/23 City of Rancho Cucamonga Street Lighting Maintenance District No. 6 (Commercial Industrial) ATTACHMENT 16 Page 605 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: 909.477.2845 CITY COUNCIL L. Dennis Michael, Mayor Lynne B. Kennedy, Mayor Pro Tern Ryan A. Hutchison, Council Member Kristine D. Scott, 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 Noah Daniels, Finance Director Page 606 TABLE OF CONTENTS ENGINEER'S LETTER INTRODUCTION Reason for Assessment Process for Annual Assessment PLANS AND SPECIFICATIONS Description of the Boundaries of the District Description of Improvements and Services Map of Improvements ESTIMATE OF COSTS District Budget Definitions of Budget Items METHOD OF ASSESSMENT Overview Special Benefit General Benefit Method of Assessment Spread ASSESSMENT DIAGRAM ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll Annexations 1 3 3 3 4 El I 7 7 9 10 10 11 11 15 15 15 Page 607 ENGINEER'S LETTER WHEREAS, on June 15, 2022, the City Council of Rancho Cucamonga (the "City"), under the Landscaping and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 2022-xxx, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Street Light Maintenance District No. 6 (Commercial Industrial) (the "District"); and WHEREAS, the Resolution Initiating Proceedings directed the City Engineer to prepare and file an Annual Engineer's Report for Fiscal Year 2022/23 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 2022/23 Budget Expenditures Personnel Services $ 33,990 Operations and Maintenance 69,650 Transfer Out 15,170 Total Expenditures Budget 118,810 Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies 136,150 Anticipated Prior Year Delinquencies Collection 1,610 Subtotal - Taxes 137,760 Other Revenues 870 Total Revenues Budget 138,630 Contribution to/(Use of) Fund Balance $ 19,820 Total District EBU Count 2,648.75 Actual Assessment per EBU $ 51.40 Maximum Allowable Assessment per EBU $ 51.40 Street Lighting Maintenance District No. 6 — City of Rancho Cucamonga 1 Fiscal Year 2022/23 ATTACHMENT 16 Page 608 In making the assessments contained herein pursuant to the 1972 Act: 1. I have identified all parcels which will have a special benefit conferred upon them from the improvement described in the Special Benefit Section of this Annual Engineer's Report (the "Specially Benefited Parcels"). For particulars as to the identification of said parcels, reference is made to the Assessment Diagram, a copy of which is included in this Annual Engineer's Report. 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefited Parcels. In making such evaluation: a. The proportionate special benefit derived by each Specially Benefited Parcel from the improvements was determined in relationship to the entirety of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefited Parcel which exceeds the reasonable cost of the proportional special benefit conferred on such parcel from the improvements; and c. Any general benefits from the improvements have been separated from the special benefits and only special benefits have been assessed. I, the undersigned, respectfully submit the enclosed Annual Engineer's Report and, to the best of my knowledge, information and belief, I certify that the Annual Engineer's Report and Assessment Diagram included herein have been prepared and computed in accordance with the order of the City Council of the City of Rancho Cucamonga and the Assessment Law. Jason C. Welday, Director of Engineering Services/City Engineer Street Lighting Maintenance District No. 6 — City of Rancho Cucamonga 2 Fiscal Year 2022/23 ATTACHMENT 16 Page 609 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 2022/23 ATTACHMENT 16 Page 610 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 2022/23 ATTACHMENT 16 Page 611 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 2022/23 ATTACHMENT 16 Page 612 a 0 ^ C O G z it M �>L V C LA Gl4 'i� ......... � s ai f c r a ' E C D *' O C C my epUeMij3 t � J � ' 19 �aaa� deb L Ay Ja45a4UU�j 4 ff} ■ A�/ UGyy1111V4 I.1 � 1� '1 ny UaAeH I = i ny esouaaaH ! I�I ny Pleg!4:),fv f f AV uewlIPH I ;S uellauae: AV E N � J = V1 Ln 0 C� �_ CO �1■ O J LQL Q AV 4Se3 •• II � I � Ay epueMI43 + M AV Ja1SayJaa �M .�. ny U;)JI111W Ob r� --�—' — r L ny UaneH • ny eSOLUJaH r e ny pleq!4�JV AV UMIPH AV pJeAaUvM O s; P E Il c A � i 9�48 � AV aAOJ!) J O '74 MyAgpg �R n iLL fih$8q Ell W g a � -9 uu H �e �a lia Street Lighting Maintenance District No. 6 — City of Rancho Cucamonga 6 Fiscal Year 2022/23 ATTACHMENT 16 Page 613 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 2022/23 Budget Expenditures Personnel Services: Regular Salaries $ 22,660 Fringe Benefits 11,330 Subtotal - Personnel 33,990 Operations and Maintenance: Operations and Maintenance: Contract Services 2,780 Utilities: Electric Utilities 53,600 Assessment Administration 4,030 Admin./General Overhead 9,240 Subtotal - Operations and Maintenance 69,650 Transfer Out - General Street Lights Fund 15,170 Total Expenditures Budget $ 118,810 Street Lighting Maintenance District No. 6 — City of Rancho Cucamonga 7 Fiscal Year 2022/23 ATTACHMENT 16 Page 614 Fiscal Year 2022/23 Budget RPVPn11PC Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 136,150 Anticipated Prior Year Delinquencies Collection 1,610 Subtotal - Taxes 137,760 Other Revenues: Interest Earnings 870 Total Revenues Budget 138,630 Contribution to/(Use of) Fund Balance $ 19,820 Total Gross Estimated Assessments $ 136,145.75 Total District EBU Count 2,648.75 Actual Assessment per EBU - Fiscal Year 2022/23 $ 51.40 Maximum Allowable Assessment per EBU - Fiscal Year 2022/23 $ 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, 2022 $ 51,779 Contribution to/(Use of) Reserve - Fiscal Year 2022/23 19,820 Estimated Reserve Fund Balance, June 30, 2023 $ 71,599 Street Lighting Maintenance District No. 6 — City of Rancho Cucamonga 8 Fiscal Year 2022/23 ATTACHMENT 16 Page 615 Definitions of Budget Items The following definitions describe the costs and expenses included in the District Budget: Personnel Services: This item includes the costs attributed to the salaries of all full-time and part-time employees dedicated to maintenance of the District improvements. Additionally, this includes benefits available to City employees. Operations and Maintenance: This item includes the costs of City staff to perform maintenance duties within the boundaries of the District. Utilities: This item includes the costs to furnish electricity and telephone services, as required, for the operation and maintenance of the street lights, traffic signals, and appurtenant facilities throughout the District. Assessment Administration: This item includes the cost to all particular departments and staff of the City, and consultants for providing the administration, coordination and management of District services, operations, and incidental expenses related to the District. This item also includes creation of an annual Engineer's Report, resolutions and placing the assessment amounts onto the County tax roll each year, along with responding to any public inquiries and future Proposition 218 balloting proceedings. General Overhead: This item includes the costs of all central services departments of the City for providing the coordination of District services, inspections, annual bid management, responding to public concerns, public education, accounting, auditing and procedural matters associated with the District. This item also includes an allocation for general City staff time for administrative functions and systems that provide for a functional and operational District within the City's administrative structure. Capital Outlay: This item includes new improvements to further enhance the level and quality of service provided within the boundaries of the District. This may include installation of safety lights and other large improvements. Debt Service: This item includes the repayment of interest and principal to the City Capital Reserve Fund for the acquisition of street lights and installation of LED street lighting within the District. Transfer Out - General City Street Lights Fund: This item includes the cost for the replacement and installation of District owned street lights. These costs are incurred in the General City Street Lights Fund and reimbursed by the District. Other Revenues: This includes other revenues that are not levied through the annual assessments that support the District operations. These other revenues may include: interest earnings and Developer Energizing Fees. Street Lighting Maintenance District No. 6 — City of Rancho Cucamonga 9 Fiscal Year 2022/23 ATTACHMENT 16 Page 616 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 2022/23 ATTACHMENT 16 Page 617 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 2022/23 ATTACHMENT 16 Page 618 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 1 Non -Residential 1.00 Acre The use of the latest County Assessor's Secured Roll shall be the basis for the Property Type determination and units/acreage assignments, unless better data is available to the City. In addition, if any parcel within the District is identified by the County Auditor/Controller to be an invalid parcel number for the current fiscal year, the Property Type and EBU assignment shall be based on the correct parcel number and/or new parcel number(s) County use code and subsequent property information. If a single parcel has changed to multiple parcels, the EBU assignment and assessment amount applied to each of the new parcels will be recalculated rather than spread the proportionate share of the original assessment. The following table summarizes the Fiscal Year 2022/23 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 2,648.75 2,648.75 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 2022/23 ATTACHMENT 16 Page 619 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 2022/23 ATTACHMENT 16 Page 620 — D Z F �+ li > L W r4 o T�i O �u S L 4 +, D i 41 1 = !AV OPUCA11.13 J j i 19 jaaU AE?Cl N AV JB}Say:)0�1 AV Ua�11114 +- i � i Ay UaAeH Ay esow-JaH AV PIe9!4»t! 1 1 AV U2WI10H j ■ i i i ]5 Ue!laweD i i 72 z4 a Alf ILU;)40 � � D u� ppp m `O < J — s L AV is e3 V7 ■ uQ 0 Ay 12PU12MI13 Ay �a�sauo� Ay Ua4!11!W AV UaAeH Ay esawaaH AV R1eq!4Ua'd ='L Alp' UewlIaH AV PAeAaUTA o � yy P6M �9, e�� a Street Lighting Maintenance District No. 6 — City of Rancho Cucamonga 14 Fiscal Year 2022/23 ATTACHMENT 16 Page 621 ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2022/23 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 2022/23 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 2,648.75 2,648.75 $136,145.75 Totals 1 1 2,648.751 2,648.751 $136,145.75 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 2022/23 Alan Annexation Date Project Name Total Units/ Acres Total EBUs Prope rtyType 0229-284-03 09/15/21 DRC2020-00026 1.49 1.49 Commercial/Industrial 0208-291-05 11/03/21 DRC2015-00681 0.70 0.70 Commercial/Industrial 0207-112-03, and 20 11/03/21 DRC2019-00381 0.56 0.56 Commercial/Industrial Street Lighting Maintenance District No. 6 — City of Rancho Cucamonga 15 Fiscal Year 2022/23 ATTACHMENT 16 Page 622 Preliminary Annual Engineer's Report Fiscal Year 2022/23 City of Rancho Cucamonga Street Lighting Maintenance District No. 7 (North Etiwanda) ATTACHMENT 17 Page 623 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: 909.477.2845 CITY COUNCIL L. Dennis Michael, Mayor Lynne B. Kennedy, Mayor Pro Tern Ryan A. Hutchison, Council Member Kristine D. Scott, 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 Noah Daniels, Finance Director Page 624 TABLE OF CONTENTS ENGINEER'S LETTER INTRODUCTION Reason for Assessment Process for Annual Assessment PLANS AND SPECIFICATIONS Description of the Boundaries of the District Description of Improvements and Services Map of Improvements ESTIMATE OF COSTS District Budget Definitions of Budget Items METHOD OF ASSESSMENT Overview Special Benefit General Benefit Method of Assessment Spread ASSESSMENT DIAGRAM ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll Annexations 1 3 3 3 4 El I 7 7 9 10 10 11 11 15 15 15 Page 625 ENGINEER'S LETTER WHEREAS, on June 15, 2022, the City Council of Rancho Cucamonga (the "City"), under the Landscaping and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 2022-xxx, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Street Light Maintenance District No. 7 (North Etiwanda) (the "District"); and WHEREAS, the Resolution Initiating Proceedings directed the City Engineer to prepare and file an Annual Engineer's Report for Fiscal Year 2022/23 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 2022/23 Budget Expenditures Personnel Services $ 23,990 Operations and Maintenance 117,980 Transfer Out 30,720 Total Expenditures Budget 172,690 Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies 130,250 Anticipated Prior Year Delinquencies Collection 1,610 Subtotal - Taxes 131,860 Other Revenues 1,590 Transfers In 39,240 Total Revenues Budget 172,690 Contribution to/(Use of) Fund Balance $ - Total District EBU Count 3,909.00 Actual Assessment per EBU $ 33.32 Maximum Allowable Assessment per EBU $ 33.32 Street Lighting Maintenance District No. 7 — City of Rancho Cucamonga 1 Fiscal Year 2022/23 ATTACHMENT 17 Page 626 In making the assessments contained herein pursuant to the 1972 Act: 1. I have identified all parcels which will have a special benefit conferred upon them from the improvement described in the Special Benefit Section of this Annual Engineer's Report (the "Specially Benefited Parcels"). For particulars as to the identification of said parcels, reference is made to the Assessment Diagram, a copy of which is included in this Annual Engineer's Report. 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefitted Parcels. In making such evaluation: a. The proportionate special benefit derived by each Specially Benefited Parcel from the improvements was determined in relationship to the entirety of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefited Parcel which exceeds the reasonable cost of the proportional special benefit conferred on such parcel from the improvements; and c. Any general benefits from the improvements have been separated from the special benefits and only special benefits have been assessed. I, the undersigned, respectfully submit the enclosed Annual Engineer's Report and, to the best of my knowledge, information and belief, I certify that the Annual Engineer's Report and Assessment Diagram included herein have been prepared and computed in accordance with the order of the City Council of the City of Rancho Cucamonga and the Assessment Law. Jason C. Welday, Director of Engineering Services/City Engineer Street Lighting Maintenance District No. 7 — City of Rancho Cucamonga 2 Fiscal Year 2022/23 ATTACHMENT 17 Page 627 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 2022/23 ATTACHMENT 17 Page 628 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 2022/23 ATTACHMENT 17 Page 629 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 2022/23 ATTACHMENT 17 Page 630 O Z C �' v U E n 3+jW 41 0 t: -T t p I U 1 = C 2 IS� oe: c a = !■+!! J 4 * •� z u� ■ ; i • I WO O'A -F *a 1 010 6 i i AV 4SPR ct*• _ ` I Lq C M - r m AV epUeAU13 r r= . • _* ••r. "f•"" ! a l$$b l- Got Z-4 a g •! # ! + i•#!•+.¢egg ITSaxe-dq , fi Pn -,_� gagP� a =dx �`g� �sg Street Lighting Maintenance District No. 7 — City of Rancho Cucamonga 6 Fiscal Year 2022/23 ATTACHMENT 17 Page 631 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 2022/23 Budget Expenditures Personnel Services: Regular Salaries $ 15,990 Fringe Benefits 8,000 Subtotal - Personnel 23,990 Operations and Maintenance: Operations and Maintenance: Contract Services 5,630 Utilities: Electric Utilities 92,000 Assessment Administration 13,980 Admin./General Overhead 6,370 Subtotal - Operations and Maintenance 117,980 Transfer Out - General Street Lights Fund 30,720 Total Expenditures Budget $ 172,690 Street Lighting Maintenance District No. 7 — City of Rancho Cucamonga 7 Fiscal Year 2022/23 ATTACHMENT 17 Page 632 Fiscal Year 2022/23 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 130,250 Anticipated Prior Year Delinquencies Collection 1,610 Subtotal - Taxes 131,860 Other Revenues: Interest Earnings 1,590 Transfer In: Transfer In - General Fund 39,240 Total Revenues Budget 172,690 Contribution to/(Use of) Fund Balance $ - Total Gross Estimated Assessments $ 130,247.88 Total District EBU Count 3,909.00 Actual Assessment per EBU - Fiscal Year 2022/23 $ 33.32 Maximum Allowable Assessment per EBU - Fiscal Year 2022/23 $ 33.32 The maximum allowable assessment per Equivalent Benefit Unit (EBU) listed in the District budget above, is the amount which was approved in Fiscal Year 1996/97 and subsequent District annexations. Each year, prior to the assessments being placed on the tax roll, the City will review the budget and determine the amount needed to maintain the improvements for the upcoming fiscal year. The actual assessment per EDU will be based on the total amount of funds needed to maintain the improvements in a satisfactory and healthy condition. The actual assessment amount may be lower than the maximum allowable assessment; however, it may not exceed the maximum unless the increase is approved by the property owners in accordance with Proposition 218. It is the intent of the City to maintain an Operating Reserve which shall not exceed the estimated costs of maintenance and servicing of the improvements prior to December 10 of the fiscal year, or when the City expects to receive its apportionment of special assessments and tax collections from the County, whichever is later. The reserve balance information for the District is as follows: Estimated Reserve Fund Balance, June 30, 2022 Contribution to/(Use of) Reserve - Fiscal Year 2022/23 Estimated Reserve Fund Balance, June 30, 2023 Operating Reserve $ 171,380 $ 171,380 Street Lighting Maintenance District No. 7 — City of Rancho Cucamonga 8 Fiscal Year 2022/23 ATTACHMENT 17 Page 633 Definitions of Budget Items The following definitions describe the costs and expenses included in the District Budget: Personnel Services: This item includes the costs attributed to the salaries of all full-time and part-time employees dedicated to maintenance of the District improvements. Additionally, this includes benefits available to City employees. Operations and Maintenance: This item includes the costs of City staff to perform maintenance duties within the boundaries of the District. Utilities: This item includes the costs to furnish electricity and telephone services, as required, for the operation and maintenance of the street lights, traffic signals, and appurtenant facilities throughout the District. Assessment Administration: This item includes the cost to all particular departments and staff of the City, and consultants for providing the administration, coordination and management of District services, operations, and incidental expenses related to the District. This item also includes creation of an annual Engineer's Report, resolutions and placing the assessment amounts onto the County tax roll each year, along with responding to any public inquiries and future Proposition 218 balloting proceedings. General Overhead: This item includes the costs of all central services departments of the City for providing the coordination of District services, inspections, annual bid management, responding to public concerns, public education, accounting, auditing and procedural matters associated with the District. This item also includes an allocation for general City staff time for administrative functions and systems that provide for a functional and operational District within the City's administrative structure. Capital Outlay: This item includes new improvements to further enhance the level and quality of service provided within the boundaries of the District. This may include installation of safety lights and other large improvements. Debt Service: This item includes the repayment of interest and principal to the City Capital Reserve Fund for the acquisition of street lights and installation of LED street lighting within the District. Transfer Out - General City Street Lights Fund: This item includes the cost for the replacement and installation of District owned street lights. These costs are incurred in the General City Street Lights Fund and reimbursed by the District. Other Revenues: This includes other revenues that are not levied through the annual assessments that support the District operations. These other revenues may include: interest earnings and Developer Energizing Fees. Street Lighting Maintenance District No. 7 — City of Rancho Cucamonga 9 Fiscal Year 2022/23 ATTACHMENT 17 Page 634 METHOD OF ASSESSMENT Overview Pursuant to the 1972 Act and Article XIII D, all parcels that have a special benefit conferred upon them as a result of the maintenance and operation of improvements and services shall be identified, and the proportionate special benefit derived by each identified parcel shall be determined in relationship to the entire costs of the maintenance and operation of improvements. The 1972 Act, permits the establishment of assessment districts for the purpose of providing certain public improvements which include the public lighting facilities, including traffic signals. Section 22573 of the 1972 Act requires that maintenance assessments must be levied according to benefit rather than according to assessed value. This Section states: The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefit to be received by each such lot or parcel from the improvements. The determination of whether or not a lot or parcel will benefit from the improvements shall be made pursuant to the Improvement Act of 1911 (Division 7 commencing with Section 5000) [of the Streets and Highways Code, State of California]. Section 22547 of the 1972 Act also permits the designation of zones of benefit within any individual assessment district if "by reasons or variations in the nature, location, and extent of the improvements, the various areas will receive different degrees of benefit from the improvement". Article XIII D, Section 4(a) of the California Constitution limits the amount of any assessment to the proportional special benefit conferred on the property. Article XIII D also provides that publicly owned properties must be assessed unless there is clear and convincing evidence that those properties receive no special benefit from the assessment. Exempted from the assessment would be the areas of public streets, public avenues, public lanes, public roads, public drives, public courts, public alleys, public easements and rights -of -ways, public greenbelts and public parkways. The net amount to be assessed may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels. Proposition 218, approved by the voters in November 1996, requires the City to separate general benefit from special benefit, where only special benefit is assessed. Street Lighting Maintenance District No. 7 — City of Rancho Cucamonga 10 Fiscal Year 2022/23 ATTACHMENT 17 Page 635 Special Benefit The maintenance and servicing of the improvements within the District (which are described in the Description of Improvements and Services Section of this report) are for the benefit of the properties within the District, and as such confer a special and direct benefit to parcels within the District by: • improving the livability, safety, appearance, and desirability for properties within the boundaries of the District, and • ensuring that improvements do not reach a state of deterioration or disrepair so as to be materially detrimental to properties within the District, and • providing for safe vehicular and pedestrian access for properties within the District, and • providing beautification and overall enhancement to properties within the District. The above mentioned items affect the assessed property in a way that is particular and distinct from their effect on other parcels and that real property in general and the public at large do not share. They contribute to a specific enhancement of the properties within the District. Since these improvements were installed and are maintained specifically for the properties within the District; only properties within the District receive a special benefit and are assessed for said maintenance. General Benefit In addition to the special benefits received by parcels within the District, there are derivative general benefits that are conferred on parcels outside the boundaries of the District which include: • the safety and visual enhancement of the area to persons or vehicles that may travel through the District However, it has been determined that these benefits are derivative and do not provide a direct benefit to parcels outside of the district that are not being assessed. Method of Assessment Spread Each of the parcels within the District is deemed to receive special benefit from the improvements. Each parcel that has a special benefit conferred upon it as a result of the maintenance and operation of improvements are identified and the proportionate special benefit derived by each identified parcel is determined in relationship to the entire costs of the maintenance and operation of the improvements. When the District was formed, Article XIII D and Proposition 218 had not yet been passed. Upon the passage of Article XIII D and the subsequent passage of the Proposition Omnibus Implementation Act, new rules were put into place. Due to the changes in legal requirements, as Street Lighting Maintenance District No. 7 — City of Rancho Cucamonga 11 Fiscal Year 2022/23 ATTACHMENT 17 Page 636 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. Street Lighting Maintenance District No. 7 — City of Rancho Cucamonga 12 Fiscal Year 2022/23 ATTACHMENT 17 Page 637 The following table summarizes the Fiscal Year 2022/23 maximum allowable assessment rates for the District: 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 3,909.00 3,909.00 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 2022/23 ATTACHMENT 17 Page 638 1./ G Z f3 U U Z 1 D 4T B. = i s I AV J I } Q C O AV Aaaa4D LL d w 119 s @OJD AU(] ny .�a�sauaa� AV uaj!II!W AV 4Se3 v� ny epuem!a AV XaISNy O-d AV uaj!II!W AV UBA2H ny uane H I AV e50UUAOH 1 � AV e5ol.uaaH AV pll!paV AV piel!UD[aV i AV ue1U1PH 1 - "� AV ueWllaH i ell AV paedau! � I5 ue!!auaeO I Ra A AV ;AOJO Hip un ° d�a �a m `— C $� Street Lighting Maintenance District No. 7 — City of Rancho Cucamonga 14 Fiscal Year 2022/23 ATTACHMENT 17 Page 639 ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2022/23 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 2022/23 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 3,909.00 3,909.00 $130,247.88 Totals 3,909.001 3,909.001 $130,247.88 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 2022/23. Street Lighting Maintenance District No. 7 — City of Rancho Cucamonga 15 Fiscal Year 2022/23 ATTACHMENT 17 Page 640 Preliminary Annual Engineer's Report Fiscal Year 2022/23 City of Rancho Cucamonga Street Lighting Maintenance District No. 8 (South Etiwanda) ATTACHMENT 18 Page 641 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: 909.477.2845 CITY COUNCIL L. Dennis Michael, Mayor Lynne B. Kennedy, Mayor Pro Tern Ryan A. Hutchison, Council Member Kristine D. Scott, 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 Noah Daniels, Finance Director Page 642 TABLE OF CONTENTS ENGINEER'S LETTER INTRODUCTION Reason for Assessment Process for Annual Assessment PLANS AND SPECIFICATIONS Description of the Boundaries of the District Description of Improvements and Services Map of Improvements ESTIMATE OF COSTS District Budget Definitions of Budget Items METHOD OF ASSESSMENT Overview Special Benefit General Benefit Method of Assessment Spread ASSESSMENT DIAGRAM ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll Annexations 1 3 3 3 4 El I 7 7 9 10 10 11 11 15 15 15 Page 643 ENGINEER'S LETTER WHEREAS, on June 15, 2022, the City Council of Rancho Cucamonga (the "City"), under the Landscaping and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 2022-xxx, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Street Light Maintenance District No. 8 (South Etiwanda) (the "District"); and WHEREAS, the Resolution Initiating Proceedings directed the City Engineer to prepare and file an Annual Engineer's Report for Fiscal Year 2022/23 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 2022/23 Budget Expenditures Personnel Services $ 31,490 Operations and Maintenance 47,760 Transfer Out 10,820 Total Expenditures Budget 90,070 Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies 71,200 Anticipated Prior Year Delinquencies Collection 610 Subtotal - Taxes 71,810 Other Revenues 18,560 Total Revenues Budget 90,370 Contribution to/(Use of) Fund Balance Total District EBU Count Actual Assessment per EBU Maximum Allowable Assessment per EBU $ 300 2,326.78 30.60 193.75 Street Lighting Maintenance District No. 8 — City of Rancho Cucamonga 1 Fiscal Year 2022/23 ATTACHMENT 18 Page 644 In making the assessments contained herein pursuant to the 1972 Act: 1. I have identified all parcels which will have a special benefit conferred upon them from the improvement described in the Special Benefit Section of this Annual Engineer's Report (the "Specially Benefited Parcels"). For particulars as to the identification of said parcels, reference is made to the Assessment Diagram, a copy of which is included in this Annual Engineer's Report. 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefitted Parcels. In making such evaluation: a. The proportionate special benefit derived by each Specially Benefited Parcel from the improvements was determined in relationship to the entirety of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefited Parcel which exceeds the reasonable cost of the proportional special benefit conferred on such parcel from the improvements; and c. Any general benefits from the improvements have been separated from the special benefits and only special benefits have been assessed. I, the undersigned, respectfully submit the enclosed Annual Engineer's Report and, to the best of my knowledge, information and belief, I certify that the Annual Engineer's Report and Assessment Diagram included herein have been prepared and computed in accordance with the order of the City Council of the City of Rancho Cucamonga and the Assessment Law. Jason C. Welday, Director of Engineering Services/City Engineer Street Lighting Maintenance District No. 8 — City of Rancho Cucamonga 2 Fiscal Year 2022/23 ATTACHMENT 18 Page 645 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 2022/23 ATTACHMENT 18 Page 646 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 2022/23 ATTACHMENT 18 Page 647 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 2022/23 ATTACHMENT 18 Page 648 C� yr Q Z C E3 u 3 U �L ++LU N m J V Z _ Q) U o G i 0 o • �_ ; rr+rr ate+ •� 00,60 `\ Im • . ■■ `� = r a a• '� * *# \ i� J ■ .f • • • • • AV IS eg to one AV epUM133 a i ea �6e p5 Lk a 6 a �gpg�pog��O�e� L L ` N N ~ a E V_ � rip �d� P m Wap 111 � a dd P n ha � a ZaH Street Lighting Maintenance District No. 8 — City of Rancho Cucamonga 6 Fiscal Year 2022/23 ATTACHMENT 18 Page 649 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 2022/23 Budget Expenditures Personnel Services: Regular Salaries $ 20,990 Fringe Benefits 10,500 Subtotal - Personnel 31,490 Operations and Maintenance: Operations and Maintenance: Training 220 Membership Dues 80 O & M/General 410 Contract Services 1,980 Contract Equipment Maintenance/Repair 50 Subtotal - Operations and Maintenance 2,740 Utilities: Electric Utilities 31,800 Assessment Administration 5,700 Admin./General Overhead 7,520 Subtotal - Operations and Maintenance 47,760 Transfer Out - General City Street Lights Fund 10,820 Total Expenditures Budget $ 90,070 Street Lighting Maintenance District No. 8 — City of Rancho Cucamonga 7 Fiscal Year 2022/23 ATTACHMENT 18 Page 650 Fiscal Year 2022/23 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 71,200 Anticipated Prior Year Delinquencies Collection 610 Subtotal - Taxes 71,810 Other Revenues: Interest Earnings 18,560 Total Revenues Budget 90,370 Contribution to/(Use of) Fund Balance $ 300 Total Gross Estimated Assessments $ 71,199.46 Total District EBU Count 2,326.78 Actual Assessment per EBU - Fiscal Year 2022/23 $ 30.60 Maximum Allowable Assessment per EBU - Fiscal Year 2022/23 $ 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, 2022 $ 1,867,291 Contribution to/(Use of) Reserve - Fiscal Year 2022/23 300 Estimated Reserve Fund Balance, June 30, 2023 $ 1,867,591 Street Lighting Maintenance District No. 8 — City of Rancho Cucamonga 8 Fiscal Year 2022/23 ATTACHMENT 18 Page 651 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 2022/23 ATTACHMENT 18 Page 652 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 2022/23 ATTACHMENT 18 Page 653 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 2022/23 ATTACHMENT 18 Page 654 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 2022/23 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 2022/23 ATTACHMENT 18 Page 655 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 2022/23 ATTACHMENT 18 Page 656 M 00 ^ 02 < +' d+ W o u T Ln s J _ Q AV A-Ua4D V � C} s qj V V Q C � ED l4 l� _ Elf Qi ■ ■ Sr, i = i °' o o i m Li < 41 i U i �.�.�..; Ali 3W3 t� 16 *+ iAV epueM14] Ay epUCAA i s � J i +'' ■ 19 �22.1� eq fli Ay la4sa430a Ay 124S243a�j !w� Ay uajgl!W AV uaj!II!W l ■ ■ ■ AV uaAeH " AV uaAeH i_ Ay esaw-aH _ i •� Ay esDwJaH i Ay ple4!43JV i Ay ple{l!43ab' i AV ueuapaH i Ay ueuipaH �eteatl Lk62 AV PWAZu!A 4� � �� �! �p �j IS uellawe °6 a im f�_�-1■ +ay�� ~'•'•'' A BAOj a pF �, � _ � 1xt pE N[ af Con CO l r 9 i E I (A a<ataetl�2 Street Lighting Maintenance District No. 8 — City of Rancho Cucamonga 14 Fiscal Year 2022/23 ATTACHMENT 18 Page 657 ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2022/23 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 2022/23 actual assessments for the District: Property Type (County Use Code) Actual Assessment Rate per EBU Total Units/Acres Total EBUs Total Assessment Single Family Residential $30.60 1,206.00 1,206.00 $36,903.60 Multi -Family Residential 30.60 1,057.001 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 2022/23. Street Lighting Maintenance District No. 8 — City of Rancho Cucamonga 15 Fiscal Year 2022/23 ATTACHMENT 18 Page 658 Preliminary Annual Engineer's Report Fiscal Year 2022/23 City of Rancho Cucamonga Parks and Recreation Improvement District No. PD-85 Jason C. Welday, Director of Engineering Services/City Engineer ATTACHMENT 19 Page 659 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: 909.477.2845 CITY COUNCIL L. Dennis Michael, Mayor Lynne B. Kennedy, Mayor Pro Tern Ryan A. Hutchison, Council Member Kristine D. Scott, 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 Noah Daniels, Finance Director Page 660 TABLE OF CONTENTS AUTHORITY FOR REPORT FINDINGS DISTRICT ANALYSIS ESTIMATE OF WORK District Budget Definitions of Budget Items METHOD OF SPREAD Annexations Boundary Map 2 3 3 5 6 8 8 Page 661 AUTHORITY FOR REPORT This report for the Fiscal Year 2022/23 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 XI II 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 2022/23 ATTACHMENT 19 Page 662 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 2022/23 ATTACHMENT 19 Page 663 ES TI MA TE 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 2022/23 Budget Expenditures Personnel Services: Regular Salaries $ 156,730 Overtime Salaries 3,680 Fringe Benefits 78,430 Subtotal - Personnel 238,840 Operations and Maintenance: Operations and Maintenance: O & M/General 72,120 O & M/Facilities 3,000 Emergency Equipment and Vehicle Rental 8,500 Equipment Operations and Maintenance 3,000 Subtotal - Operations and Maintenance 86,620 Contract Services: Contract Services/General 391,470 Contract Services/Facilities 14,260 Tree Maintenance 24,240 Subtotal - Contract Services 429,970 Utilities: Telephone Utilities 3,940 Water Utilities 193,210 Electric Utilities 136,860 Subtotal - Utilities 334,010 Assessment Administration 99,190 Admin./General Overhead 64,190 Other Expenses 2,960 Subtotal - Operations and Maintenance 1,016,940 Capital Expenditures: Captial Outlay - Improvements Other Than Building 200,000 Captial Project 459,870 Subtotal - Capital Expenditures 659,870 Transfers Out: Transfers Out - PD-85 Capital Reserve Fund 116,800 Total Expenditures Budget $ 2,032,450 Park and Recreation Improvement District No. PD-85 — City of Rancho Cucamonga 3 Fiscal Year 2022/23 ATTACHMENT 19 Page 664 Fiscal Year 2022/23 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 1,163,280 Anticipated Prior Year Delinquencies Collection 13,560 Subtotal - Taxes 1,176,840 Other Revenues: Interest Earnings 2,330 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: 148,030 Transfer In: Transfer In - General Fund 177,330 Transfer In - PD-85 Operating Fund 116,800 Transfer In - CFD Empire Lakes 30,180 Subtotal - Transfer In: 324,310 Total Revenues Budget 1,649,180 Contribution to/(Use of) Fund Balance $ (383,270) Total Gross Estimated Assessments $ 1,163,275.00 Total District EBU Count 37,525.00 Actual Assessment per EBU - Fiscal Year 2022/23 $ 31.00 Maximum Allowable Assessment per EBU - Fiscal Year 2022/23 $ 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 2022/23 ATTACHMENT 19 Page 665 The reserve balance information for the District is as follows: Estimated Reserve Fund Balance, June 30, 2022 Contribution to/(Use of) Reserve - Fiscal Year 2022/23 Estimated Reserve Fund Balance, June 30, 2023 Definitions of Budget Items Operating Capital Total Reserve Reserve Reserve $ 2,362,466 $ 557,908 $ 2,920,373 183,430 (566,700) (383,270) $ 2,545,896 $ (8,792) $ 2,537,103 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 2022/23 ATTACHMENT 19 Page 666 Other Revenues: This includes other revenues that are not levied through the annual assessments that support the District operations. These other revenues may include: interest earnings, other rental/lease income (cell site tower leases), Park Maintenance Fees, Sports Field User Group Rentals, and parking permits (Metrolink Station paid parking). METHOD OF SPREAD The 1972 Act indicates that assessments may be apportioned by any formula or method which fairly distributes costs among all lots or parcels within the District in proportion to the estimated benefit received. A. Definitions The District is divided into three categories for the purpose of determining the assessments as follows: CATEGORY A — includes parcels based on the number of existing residential units within certain ranges of parcel size. CATEGORY B — includes all parcels not defined in Category A or Category C CATEGORY C — includes exempt parcels. Exempt parcels are those parcels listed by the County Assessor's as exempt and/or which have an assessed value of less than $500. B. Formula The assessment formula is based on actual land use information contained in the current San Bernardino Assessor's computer files and Assessor's parcel maps. Category A: All parcels containing existing residential dwelling units and meeting the following conditions. Parcel Size/Range Less than 1.5 Acres and 1.51 to 3.5 Acres and 3.51 to 7.0 Acres and 7.01 to 14.0 Acres and 14.01 to 25 Acres and 25.01 Acres and larger Dwelling Units/Parcel 1 or more dwelling units 2 or more dwelling units 4 or more dwelling units 8 or more dwelling units 15 or more dwelling units 26 or more dwelling units Category A is based on the number of existing residential units. Park and Recreation Improvement District No. PD-85 — City of Rancho Cucamonga 6 Fiscal Year 2022/23 ATTACHMENT 19 Page 667 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 2022/23, 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 2022/23, 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 2022/23 ATTACHMENT 19 Page 668 Annexations There were no effective annexations for Fiscal Year 2022/23. Boundary Map An Assessment Diagram for the District is shown on the following page. The lines and dimensions of each lot or parcel within the District are those lines and dimensions shown on the maps of the County Assessor of the County of San Bernardino, at the time this report was prepared, and are incorporated by reference herein and made part of this Engineer's Report. Park and Recreation Improvement District No. PD-85 — City of Rancho Cucamonga 8 Fiscal Year 2022/23 ATTACHMENT 19 Page 669 .-, OGO x r- a a ZE M 3 Z V t 3 0 _ 0 'i E Ln n E Ln J 00 Ga *AV/t.uay� o jG y2N- o 7 G iJ 11aI.J 0 o a = ......., 14 ri �Lj my epuenmU3 �AV 2PUeMua3 i L 18 laW pfl c r� n}{ aa�sayDoa ny Ja:sayDob L � Q6 ■ ny uaj!II!W ntf uaj!II!W i i i ny uaneH ny uaneH i i - ny e$Ou.uaH i pp �Cf ny esauaaaH i ny PlE?q!4)JV AV Pleq!y:)j' i ny U2LUJIqJH ny ueuipaH �qEl r1 V P-J-J A;aulA ` IS U211GW12D i 'f� pqq � L ru.d _ •...�'� ny RAW!) o e 0 UO W l 00 � Zq �� gyE 8 4� g u� eegggg of Park and Recreation Improvement District No. PD-85 — City of Rancho Cucamonga 9 Fiscal Year 2022/23 ATTACHMENT 19 Page 670 RESOLUTION NO. 2022-XXX RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, ORDERING THE PREPARATION OF ANNUAL ENGINEER'S REPORTS PURSUANT TO THE PROVISIONS OF THE ASSESSMENT LAW FOR PROCEEDINGS FOR THE ANNUAL ASSESSMENT LEVY WITHIN LANDSCAPE MAINTENANCE DISTRICT NOS. 1, 2, 3113, 4-R, 5, 6-R, 7, 8, 9 AND 10, INCLUSIVE, FOR FISCAL YEAR 2022/23 WHEREAS, the City Council of the City of Rancho Cucamonga, California, has previously undertaken proceedings to form and has formed certain maintenance districts pursuant to the terms and provisions of the "Landscaping and Lighting Act of 1972", being Division 15, Part 2 of the Streets and Highways Code of the State of California (commencing with Section 22500) (the "1972 Act"), known and designated as Landscape Maintenance District Nos. 1, 2, 3B, 4-R, 5, 6-R, 7, 8, 9 and 10, inclusive (each, a "District" and collectively, the "Districts"); and WHEREAS, at this time the City Council desires to initiate proceedings pursuant to Chapter 3 of the 1972 Act to provide for the annual levy of assessments for the next ensuing fiscal year to provide for the annual costs for maintenance and servicing of improvements within the Districts; and WHEREAS, the proceedings for the annual levy of assessments shall relate to the fiscal year commencing July 1, 2022 and ending June 30, 2023 ("Fiscal Year 2022/23"). NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, HEREBY RESOLVES, SECTION 1. Recitals. The above recitals are all true and correct. SECTION 2. New Improvements or Substantial Changes in Existing Improvements. No new improvements are proposed to be added to the improvements to be maintained or serviced and no substantial changes in the existing improvements are proposed to be made for Fiscal Year 2022/23. SECTION 3. Annual Engineer's Reports. The City Engineer is hereby ordered to prepare and file with this City Council an Annual Engineer's Report for each District relating to such annual assessment and levy in such District in accordance with the provisions of 1972 Act, Article XIIID of the Constitution of the State of California ("Article XIIID") and the Proposition 218 Omnibus Implementation Act (Government Code Section 53750 and following) (the "Implementation Act") (the 1972 Act, Article XIIID and the Implementation Act are referred to collectively as the "Assessment Law"). SECTION 4. Filing of the Annual Engineer's Reports. Upon completion, the Annual Engineer's Report for each District shall be filed with the City Clerk, who shall then submit the same to this City Council for its consideration pursuant to the Assessment Law. Resolution No. 2022-XXX — Page 1 of 2 ATTNT 20 PASSED, APPROVED, AND ADOPTED this _ day of _ 2022. Resolution No. 2022-XXX — Page 2 of 2 ATTNT 20 RESOLUTION NO. 2022-XXX RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, APPROVING THE PRELIMINARY ANNUAL ENGINEER'S REPORTS FOR THE ANNUAL LEVY OF ASSESSMENTS WITHIN LANDSCAPE MAINTENANCE DISTRICT NOS. 1, 2, 313, 4-R, 5, 6-R, 7, 8, 9 AND 10, INCLUSIVE, FOR FISCAL YEAR 2022/23 WHEREAS, the City Council of the City of Rancho Cucamonga, California, pursuant to the provisions of Division 15, Part 2 of the Streets and Highways Code of the State of California (the "1972 Act"), Article XIIID of the Constitution of the State of California ("Article XIIID") and the Proposition 218 Omnibus Implementation Act (Government Code Section 53750 and following) (the "Implementation Act") (the 1972 Act, Article XIIID and the Implementation Act are referred to collectively as the "Assessment Law"), did, by previous Resolution, order the preparation of a separate report for the annual levy of assessments for Fiscal Year 2022/23 (each, an "Annual Engineer's Report") in certain maintenance assessment districts known and designated as Landscape Maintenance District Nos. 1, 2, 3B, 4-R, 5, 6-R, 7, 8, 9 and 10, inclusive (each, a "District" and collectively, the "Districts"); and WHEREAS, there has now been presented to this City Council a separate Annual Engineer's Report for each District as required by the Assessment Law and as previously directed by Resolution; and WHEREAS, this City Council has now examined and reviewed each Annual Engineer's Report as presented, and is satisfied with each and all of the items and documents as set forth in each such report, and is satisfied that the assessments, on a preliminary basis, have been allocated within each District in accordance with the special benefits received from the improvements to be maintained and serviced, as set forth in the applicable Annual Engineer's Report. WHEREAS, the annual assessments for Fiscal Year 2022/23 proposed to be levied within each District as set forth in the applicable report do not exceed the annual assessments as previously authorized to be levied within such District and, therefore, the proposed levy of assessments for Fiscal Year 2022/23 within such District are not deemed to be "increased" over the maximum authorized annual assessments. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, HEREBY RESOLVES, SECTION 1. Recitals. The above recitals are all true and correct. SECTION 2. Annual Engineer's Reports. The Annual Engineer's Report for each District as presented, consisting of the following: A. Plans and specifications describing the general nature, location, and extent of the improvements to be maintained and serviced and the extent of such maintenance; B. An estimate of the cost of the maintenance of the improvements for the District for Fiscal Year 2022/23; C. A diagram for such District, showing the area and properties proposed to be assessed; Resolution No. 2022-XXX — Page 1 of 2 ATTrpeja NT 21 D. An annual assessment for Fiscal Year 2022/23 of the estimated costs of the maintenance and servicing of those improvements to be maintained and serviced during such Fiscal Year, assessing the net amount upon all assessable lots and/or parcels within such District in proportion to the special benefits received is hereby approved on a preliminary basis and is ordered to be filed in the Office of the City Clerk as a permanent record and to remain open for public inspection; SECTION 3. The City Clerk shall certify to the passage and adoption of this Resolution, and the minutes of this meeting shall so reflect the presentation of the Annual Engineer's Reports. PASSED, APPROVED, AND ADOPTED this _day of 2022. Resolution No. 2022-XXX — Page 2 of 2 ATTNT 21 RESOLUTION NO. 2022-XXX RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, DECLARING ITS INTENTION TO PROVIDE FOR THE ANNUAL LEVY AND COLLECTION OF ASSESSMENTS FOR FISCAL YEAR 2022/23 IN LANDSCAPE MAINTENANCE DISTRICT NOS. 1, 2, 313, 4-R, 5, 6-R, 7, 8, 9 AND 10, INCLUSIVE, AND SETTING A TIME AND PLACE FOR A PUBLIC HEARING THEREON WHEREAS, the City Council of the City of Rancho Cucamonga, California, has previously formed certain maintenance districts and authorized the levy of assessments therein pursuant to the terms and provisions of the "Landscaping and Lighting Act of 1972," being Division 15, Part 2 of the Streets and Highways Code of the State of California (commencing with Section 22500) (the "1972 Act") in what are known and designated as Landscape Maintenance District Nos. 1, 2, 3B, 4-R, 5, 6-R, 7, 8, 9 and 10, inclusive (each a "District" and collectively, the "Districts"); and WHEREAS, this City Council has initiated proceedings to provide for the annual levy of assessments for Fiscal Year 2022/23, to finance the costs and expenses necessary for continued maintenance and servicing of improvements within each District; and WHEREAS, at this time, there has been presented and approved by this City Council, a separate report for each District identified by the distinctive designation of such District and entitled "Fiscal Year 2022/23 Annual Engineer's Report" (each, an "Annual Engineer's Report" and collectively, the "Annual Engineer's Reports") as required pursuant to Article 4 of Chapter 1 of the 1972 Act, Article XIIID of the Constitution of the State of California ("Article XIIID") and the Proposition 218 Omnibus Implementation Act (Government Code Section 53750 and following) (the "Implementation Act") (the 1972 Act, Article XIIID and the Implementation Act are referred to collectively as the "Assessment Law"), and this City Council desires to conduct the proceedings to authorize the levy of the annual assessments within each District; and WHEREAS, the annual assessments for Fiscal Year 2022/23 proposed to be levied within each District as set forth in the applicable report do not exceed the annual assessments as previously authorized to be levied within such District and, therefore, the proposed levy of assessments for Fiscal Year 2022/23 within such District are not deemed to be "increased" over the maximum authorized annual assessments. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, HEREBY RESOLVES, SECTION 1. Recitals. The above recitals are all true and correct. SECTION 2. Improvements and Maintenance and Servicing Thereof. The public interest and convenience requires the City Council, and it is the intention of this City Council, to undertake proceedings for the annual levy and collection of assessments within each District for the continual maintenance and servicing of the improvements authorized to be maintained and serviced within each such District. The improvements include, but are not limited to, turf, ground cover, planter beds, shrubs, plants and trees, landscape lighting, irrigation systems, electrical energy for irrigation controllers, hardscapes, entry signs, sound walls, and all associated appurtenant facilities. A description of the specific improvements to be maintained and serviced within each District is set forth in Appendix A attached hereto and incorporated herein by this reference. Resolution No. 2022-XXX — Page 1 of 5 ATTrpeja NT 22 "Maintenance" may include the furnishing of services and materials for the ordinary and usual maintenance, operation, and servicing of any improvement, including: (a) repair, removal, or replacement of all or any part of any improvement; (b) providing for the life, growth, health, and beauty of landscaping, including cultivation, irrigation, trimming, spraying, fertilizing, or treating for disease or injury; (c) the removal of trimmings, rubbish, debris, and other solid waste; and (d) the cleaning, sandblasting, and painting of walls and other improvements to remove or cover graffiti. "Service" may include the furnishing of: (a) electric current or energy, gas, or other illuminating agent for the lighting or operation of any improvements; and (b) water for the irrigation of any landscaping, the operation of any fountains, or the maintenance of any other improvements. Reference is made to the applicable Annual Engineer's Report for further information regarding the improvements to be maintained and serviced for each District and the scope of such maintenance and service. SECTION 3. Annual Engineer's Reports. The Annual Engineer's Reports regarding the annual levy for each District for Fiscal Year 2022/23 have been preliminarily approved and directed to be filed in the Office of the City Clerk. Reference is made to the applicable such report for each District for a full and detailed description of the improvements to be maintained and serviced, the boundaries of such District and any zones therein, and the proposed assessments upon assessable lots and parcels of land within such District. SECTION 4. Assessment. The public interest and convenience requires, and it is the intention of this City Council to order, the annual levy of assessments for each District as set forth and described in the applicable Annual Engineer's Report, and further it is determined to be in the best public interest and convenience to levy and collect annual assessments to pay the costs and expenses of such maintenance and service as estimated in such Annual Engineer's Report. SECTION 5. Boundaries of Districts. The proposed maintenance and service work as described in the Annual Engineer's Report for each District is, in the opinion of this City Council, of special benefit to the properties within the boundaries of such District, and this City Council makes the costs and expenses of such maintenance and service chargeable upon each such District, which District said City Council hereby declares to be the District specially benefited by such maintenance and service, and to be further assessed pursuant to the Assessment Law to pay the costs and expenses thereof. Each such District shall include each and every parcel of land within the boundaries thereof; as such District is shown on a map or maps as approved by this City Council and on file in the Office of the City Clerk, and so designated by the name of such District. SECTION 6. Public Hearing. Notice is hereby given that a public hearing will be held the 20tn day of July, 2022 at the hour of 7:00 p.m. or as soon thereafter as the matter may be heard, in the regular meeting of the City Council, being in the Council Chambers located at 10500 Civic Center Drive, Rancho Cucamonga, California, which is the time and place fixed by this City Council for the hearing of protests or objections in reference to the annual levy of assessments, to the extent of the maintenance, by any interested person and any other matters contained in this resolution. Any persons who wish to object to the proceedings for the annual levy should file a written protest with the City Clerk prior to the time set and scheduled for said public hearing. SECTION 7. For Information Regarding Proceedings. For any and all information relating to the proceedings, protest procedure, any documentation and/or information of a procedural or technical nature, your attention is directed to the below listed person at the City: Resolution No. 2022-XXX — Page 2 of 5 ATTrpep NT 22 Noah Daniels Finance Director City of Rancho Cucamonga 10500 Civic Center Drive Rancho Cucamonga, CA 91730 (909) 774-2403 SECTION 8. Notice. The City Clerk is hereby authorized and directed to publish, pursuant to Government Code Section 6061, a copy of this Resolution in the Inland Valley Daily Bulletin, a newspaper of general circulation within said City, said publication shall be made one time and not less than ten (10) days before the date set for the Public Hearing. PASSED, APPROVED, AND ADOPTED this _ day of 2022. Resolution No. 2022-XXX — Page 3 of 5 ATTNT 22 Appendix A Descriptions of Improvements This Appendix A contains general descriptions of the improvements to be maintained and serviced within each of the Districts. Please refer to the Annual Engineer's Report for a full and complete description of the maintenance and service to be provided for each District. Landscape Maintenance District No. 1 Landscaping: Parkways (includes turf and ground cover) Median Islands (includes turf and ground cover) Paseos Street Trees Entry Monuments Community Trails Parks: Bear Gulch Park, East and West Beryl Parks, Old Town Park, Church Street Park, Golden Oaks Park, Hermosa Park, and Don Tiburcio Tapia Park (undeveloped) Landscape Maintenance District No. 2 Landscaping: Parkways (includes turf and ground cover) Median Islands (includes turf and ground cover) Paseos Street Trees Entry Monuments Parks: Ellena Park, Kenyon Park, Victoria Arbors Park, Victoria Groves Park, Vintage Park and Windrows Park Landscaae Maintenance District No. 313 Landscaping: Parkways (includes turf and ground cover) Median Islands (includes turf and ground cover) Street Trees Entry Monuments Metrolink Landscaae Maintenance District No. 4-R Landscaping Parkways (includes turf and ground cover) Median Islands (includes turf and ground cover) Paseos Street Trees Parks: Spruce Park, Mountain View Park, Ralph M. Lewis Park, Coyote Canyon Park, Milliken Park and West Greenway Park Resolution No. 2022-XXX — Page 4 of 5 ATTNT 22 Landscape Maintenance District No. 5 Landscaping: Andover Park at Andover and Bedford (includes ground cover only) Landscaae Maintenance District No. 6-R Landscaping: Parkways (includes turf and ground cover) Median Islands (includes turf and ground cover) Paseos Street Trees Community Trails Landscape Maintenance District No. 7 Landscaping: Parkways (includes turf and ground cover) Median Islands (includes turf and ground cover) Paseos Street Trees Community Trails Parks: Etiwanda Creek Community Park Landscape Maintenance District No. 8 Landscaping: Parkways (includes turf and ground cover) Median Islands (includes turf and ground cover) Paseos Street Trees Community Trails Landscape Maintenance District No. 9 Landscaping: Parkways (includes turf and ground cover) Median Islands (includes turf and ground cover) Street Trees Parks: Garcia Park Landscaae Maintenance District No. 10 Landscaping: Parkways (includes turf and ground cover) Median Islands (includes turf and ground cover) Street Trees Community Trails Parks: Day Creek Park Resolution No. 2022-XXX — Page 5 of 5 ATTNT 22 RESOLUTION NO. 2022-XXX RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, ORDERING THE PREPARATION OF ANNUAL ENGINEER'S REPORTS PURSUANT TO THE PROVISIONS OF THE ASSESSMENT LAW FOR PROCEEDINGS FOR THE ANNUAL ASSESSMENT LEVY WITHIN STREET LIGHTING MAINTENANCE DISTRICT NOS. 1, 2, 3, 4, 5, 6, 7 AND 8, INCLUSIVE, FOR FISCAL YEAR 2022/23 WHEREAS, the City Council of the City of Rancho Cucamonga, California, has previously undertaken proceedings to form and has formed certain maintenance districts pursuant to the terms and provisions of the "Landscaping and Lighting Act of 1972", being Division 15, Part 2 of the Streets and Highways Code of the State of California (commencing with Section 22500) (the "1972 Act"), known and designated as Street Lighting Maintenance District Nos. 1, 2, 3, 4, 5, 6, 7 and 8, inclusive (each, a "District" and collectively, the "Districts"); and WHEREAS, at this time, the City Council desires to initiate proceedings pursuant to Chapter 3 of the 1972 Act to authorize the proposed new improvements and provide for the annual levy of assessments for the next ensuing fiscal year to provide for the annual costs for maintenance and servicing of improvements within the Districts; and WHEREAS, the proceedings for the annual levy of assessments shall relate to the fiscal year commencing July 1, 2022 and ending June 30, 2023 ("Fiscal Year 2022/23"). NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, HEREBY RESOLVES, SECTION 1. Recitals. The above recitals are all true and correct. SECTION 2. New Improvements or Substantial Changes in Existing Improvements. No new improvements are proposed to be added to the improvements to be maintained and serviced and no substantial changes in the existing improvements are proposed to be made for Fiscal Year 2022/23. SECTION 3. Annual Engineer's Reports. The City Engineer is hereby ordered to prepare and file with this City Council an Annual Engineer's Report for each District relating to such annual assessment and levy in such District in accordance with the provisions of Article 3 of Chapter 1 of the 1972 Act, Article XIIID of the Constitution of the State of California ("Article XIIID") and the Proposition 218 Omnibus Implementation Act (Government Code Section 53750 and following) (the "Implementation Act") (the 1972 Act, Article XIIID and the Implementation Act are referred to collectively as the "Assessment Law"). SECTION 4. Filing of the Annual Engineer's Reports. Upon completion, the Annual Engineer's Report for each District shall be filed with the City Clerk, who shall then submit the same to this City Council for its consideration pursuant to the Assessment Law. Resolution No. 2022-XXX — Page 1 of 2 ATTNT 23 PASSED, APPROVED, AND ADOPTED this day of 2022. Resolution No. 2022-XXX — Page 2 of 2 ATTNT 23 RESOLUTION NO. 2022-XXX RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, APPROVING THE PRELIMINARY ANNUAL ENGINEER'S REPORTS FOR THE ANNUAL LEVY OF ASSESSMENTS WITHIN STREET LIGHTING MAINTENANCE DISTRICT NOS. 1, 2, 3, 4, 5, 6, 7 AND 8, INCLUSIVE, FOR FISCAL YEAR 2022/23 WHEREAS, the City Council of the City of Rancho Cucamonga, California, pursuant to the provisions of Division 15, Part 2 of the Streets and Highways Code of the State of California (the "1972 Act"), Article XIIID of the Constitution of the State of California ("Article XIIID") and the Proposition 218 Omnibus Implementation Act (Government Code Section 53750 and following) (the "Implementation Act") (the 1972 Act, Article XIIID and the Implementation Act are referred to collectively as the "Assessment Law"), did, by previous Resolution, order the preparation of a separate report for the annual levy of assessments for Fiscal Year 2022/23 (each, an "Annual Engineer's Report") in certain maintenance assessment districts known and designated as Street Lighting Maintenance District Nos. 1, 2, 3, 4, 5, 6, 7 and 8, inclusive (each, a "District" and collectively, the "Districts"); and WHEREAS, there has now been presented to this City Council a separate Annual Engineer's Report for each District as required by the Assessment Law and as previously directed by Resolution; and WHEREAS, this City Council has now examined and reviewed each Annual Engineer's Report as presented, and is satisfied with each and all of the items and documents as set forth in each report, and is satisfied that the assessments, on a preliminary basis, have been spread within each District in accordance with the special benefits received from the improvements to be maintained and serviced, as set forth in the applicable Annual Engineer's Report. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, HEREBY RESOLVES, SECTION 1. Recitals. The above recitals are all true and correct. SECTION 2. Annual Engineer's Reports. The Annual Engineer's Report for each District as presented, consisting of the following: A. Plans and specifications describing the general nature, location and extent of the improvements to be maintained and serviced and the extent of such maintenance; B. An estimate of the cost of the maintenance of the improvements for the District for Fiscal Year 2022/23; C. A diagram for such District, showing the area and properties proposed to be assessed;and D. An annual assessment for Fiscal Year 2022/23 of the estimated costs of the maintenance and servicing of those improvements to be maintained and serviced during such Fiscal Year, assessing the net amount upon all assessable lots and/or parcels within such District in proportion to the special benefits received is hereby approved on a preliminary basis and is ordered to be filed in the Office of the City Clerk as a permanent record and to remain open to public inspection. Resolution No. 2022-XXX — Page 1 of 2 ATTrpeja NT 24 SECTION 3. The City Clerk shall certify to the passage and adoption of this Resolution, and the minutes of this meeting shall so reflect the presentation of the Annual Engineer's Reports. PASSED, APPROVED, AND ADOPTED this day of 2022. Resolution No. 2022-XXX — Page 2 of 2 ATTNT 24 RESOLUTION NO. 2022-XXX RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, DECLARING ITS INTENTION TO PROVIDE FOR THE ANNUAL LEVY AND COLLECTION OF ASSESSMENTS FOR FISCAL YEAR 2022/23 IN STREET LIGHTING MAINTENANCE DISTRICT NOS. 1, 2, 3, 4, 5, 6, 7 AND 8, INCLUSIVE, AND SETTING A TIME AND PLACE FOR A PUBLIC HEARING THEREON WHEREAS, the City Council of the City of Rancho Cucamonga, California, has previously formed certain maintenance districts and authorized the levy of assessments therein pursuant to the terms and provisions of the "Landscaping and Lighting Act of 1972," being Division 15, Part 2 of the Streets and Highways Code of the State of California (commencing with Section 22500) (the "1972 Act") in what are known and designated as Street Lighting Maintenance District Nos. 1, 2, 3, 4, 5, 6, 7 and 8, inclusive (each a "District" and collectively, the "Districts"); and WHEREAS, this City Council has initiated proceedings to provide for the annual levy of assessments for Fiscal Year 2022/23, to finance the costs and expenses necessary for continued maintenance and servicing of improvements within each District; and WHEREAS, at this time, there has been presented and approved by this City Council, a separate report for each District identified by the distinctive designation of such District and entitled "Fiscal Year 2022/23 Annual Engineer's Report" (each, an "Annual Engineer's Report" and collectively, the "Annual Engineer's Reports") as required pursuant to Article 4 of Chapter 1 of the 1972 Act, Article XIIID of the Constitution of the State of California ("Article XIIID") and the Proposition 218 Omnibus Implementation Act (Government Code Section 53750 and following) (the "Implementation Act") (the 1972 Act, Article XIIID and the Implementation Act are referred to collectively as the "Assessment Law"), and this City Council desires to conduct the proceedings to authorize the levy of the annual assessments within each District; and WHEREAS, the annual assessments for Fiscal Year 2022/23 proposed to be levied within each District as set forth in the applicable Annual Levy Report do not exceed the annual assessments as previously authorized to be levied within such District and, therefore, the proposed levy of assessments for Fiscal Year 2022/23 within such District are not deemed to be "increased" over the maximum authorized annual assessments. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, HEREBY RESOLVES, SECTION 1. Recitals. The above recitals are all true and correct. SECTION 2. Improvements and Maintenance and Servicing Thereof. The public interest and convenience requires the City Council, and it is the intention of this City Council, to undertake proceedings for the annual levy and collection of assessments within each District for the continual maintenance and servicing of the improvements authorized to be maintained and serviced within each such District. The improvements include, but are not limited to, street lights, traffic signals and appurtenant facilities related thereto. A description of the specific improvements to be acquired, maintained and serviced within each District is set forth in Appendix A attached hereto and incorporated herein by this reference. Resolution No. 2022-XXX — Page 1 of 4 ATTrpeja NT 25 The maintenance of the improvements includes the furnishing of services and materials for the ordinary and usual maintenance, operation, and servicing of any improvement. Service includes the furnishing of electric current or energy, gas, or other illuminating agent for any improvement. Reference is made to the applicable Annual Engineer's Report for further information regarding the improvements to be acquired, maintained and serviced for each District and the scope of such maintenance and service. SECTION 3. Annual Engineer's Reports. The Annual Engineer's Reports regarding the annual levy for each District for Fiscal Year 2022/23 have been preliminarily approved and directed to be filed in the Office the City Clerk. Reference is made to the applicable such report for each District for a full and detailed description of the improvements to be maintained and serviced, the boundaries of such District and any zones therein, and the proposed assessments upon assessable lots and parcels of land within such District. SECTION 4. Assessment. The public interest and convenience requires, and it is the intention of this City Council to order, the annual levy of assessments for each District as set forth and described in the applicable Annual Engineer's Report, and further it is determined to be in the best public interest and convenience to levy and collect annual assessments to pay the costs and expenses of such maintenance and service as estimated in such Annual Engineer's Report. SECTION 5. Boundaries of Districts. The proposed maintenance and service work as described in the Annual Engineer's Report for each District is, in the opinion of this City Council, of special benefit to the properties within the boundaries of such District, and this City Council makes the costs and expenses of such maintenance and service chargeable upon each such District, which District said City Council hereby declares to be the District specially benefited by such maintenance and service, and to be further assessed pursuant to the Assessment Law to pay the costs and expenses thereof. Each such District shall include each and every parcel of land within the boundaries thereof; as such District is shown on a map or maps as approved by this City Council and on file in the Office of the City Clerk, and so designated by the name of such District. SECTION 6. Public Hearing. Notice is hereby given that a public hearing will be held the 20tn day of July, 2022 at the hour of 7:00 p.m. or as soon thereafter as the matter may be heard, in the regular meeting of the City Council, being in the Council Chambers located at 10500 Civic Center Drive, Rancho Cucamonga, California, which is the time and place fixed by this City Council for the hearing of protests or objections in reference to the annual levy of assessments, to the extent of the maintenance, by any interested person and any other matters contained in this resolution. Any persons who wish to object to the proceedings for the annual levy should file a written protest with the City Clerk prior to the time set and scheduled for said public hearing. SECTION 7. For Information Regarding Proceedings. For any and all information relating to the proceedings, protest procedure, any documentation and/or information of a procedural or technical nature, your attention is directed to the below listed person at the City: Noah Daniels Finance Director City of Rancho Cucamonga 10500 Civic Center Drive Rancho Cucamonga, CA 91730 (909) 774-2403 Resolution No. 2022-XXX — Page 2 of 4 ATTrpey NT 25 SECTION 8. Notice. The City Clerk is hereby authorized and directed to publish, pursuant to Government Code Section 6061, a copy of this Resolution in the Inland Valley Daily Bulletin, a newspaper of general circulation within said City, said publication shall be made one time and not less than ten (10) days before the date set for the Public Hearing. PASSED, APPROVED, AND ADOPTED this day of 2022. Resolution No. 2022-XXX — Page 3 of 4 ATTrpeja NT 25 Appendix A Descriptions of Improvements This Appendix A contains general descriptions of the improvements to be maintained and serviced within each of the Districts. Please refer to the Annual Engineer's Report for a full and complete description of the maintenance and service to be provided for each District. Street Lighting Maintenance District No. 1 The installation/maintenance of street lights and traffic signals on arterial streets that are throughout the City. Street Lighting Maintenance District No. 2 The installation/maintenance of street lights and traffic signals on local streets that are generally west of Haven Avenue. Street Lighting Maintenance District No. 3 The installation/maintenance of street lights and traffic signals located within the Victoria Planned Community. Street Lighting Maintenance District No. 4 The installation/maintenance of street lights and traffic signals located within the Terra Vista Planned Community. Street Lighting Maintenance District No. 5 The installation/maintenance of street lights and traffic signals located within the Caryn Planned Community. Street Lighting Maintenance District No. 6 The installation/maintenance of street lights and traffic signals located on commercial and industrial streets throughout the City but that are not within an existing local maintenance district. This area is located generally south of Foothill Boulevard. Street Lighting Maintenance District No. 7 The installation/maintenance of street lights and traffic signals on local streets within this area of the City is known as "North Etiwanda". This area is located generally east of Day Creek Channel and north of Highland Avenue. Street Lighting Maintenance District No. 8 The installation/maintenance of street lights and traffic signals on local streets within this area of the City is known as "South Etiwanda". This area is located generally east of Etiwanda Avenue, north of Foothill Boulevard and south of Highland Avenue. Resolution No. 2022-XXX — Page 4 of 4 ATTrpeja NT 25 RESOLUTION NO. 2022-XXX RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, ORDERING THE PREPARATION OF THE ANNUAL ENGINEER'S REPORT PURSUANT TO THE PROVISIONS OF THE ASSESSMENT LAW FOR PROCEEDINGS FOR THE ANNUAL ASSESSMENT LEVY WITHIN PARK AND RECREATION IMPROVEMENT DISTRICT NO. PD-85 FOR FISCAL YEAR 2022/23 WHEREAS, the City Council of the City of Rancho Cucamonga, California, has previously undertaken proceedings to form and has formed that certain maintenance district pursuant to pursuant to the terms and provisions of the "Landscaping and Lighting Act of 1972", being Division 15, Part 2 of the Streets and Highways Code of the State of California (commencing with Section 22500) (the "1972 Act"), known and designated as Park and Recreation Improvement District No. PD-85 (the "District"); and WHEREAS, at this time the City Council desires to initiate proceedings pursuant to Chapter 3 of the 1972 Act to provide for the annual levy of assessments for the next ensuing fiscal year to provide for the annual costs for maintenance and servicing of improvements within the District; and WHEREAS, the proceedings for the annual levy of assessments shall relate to the fiscal year commencing July 1, 2022 and ending June 30, 2023 ("Fiscal Year 2022/23"). NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, HEREBY RESOLVES, SECTION 1. Recitals. The above recitals are all true and correct. SECTION 2. New Improvements or Substantial Changes in Existing Improvements. No new improvements are proposed to be added to the improvements to be maintained or serviced and no substantial changes in the existing improvements are proposed to be made for Fiscal Year 2022/23. SECTION 3. Annual Engineer's Report. The City Engineer is hereby ordered to prepare and file with this City Council an Annual Engineer's Report for the District relating to such annual assessment and levy in such District in accordance with the provisions of 1972 Act, Article XIIID of the Constitution of the State of California ("Article XIIID") and the Proposition 218 Omnibus Implementation Act (Government Code Section 53750 and following) (the "Implementation Act") (the 1972 Act, Article XIIID and the Implementation Act are referred to collectively as the "Assessment Law"). SECTION 4. Filing of the Annual Engineer's Report. Upon completion, the Annual Engineer's Report for the District shall be filed with the City Clerk, who shall then submit the same to this City Council for its consideration pursuant to the Assessment Law. Resolution No. 2022-XXX — Page 1 of 2 ATTNT 26 PASSED, APPROVED, AND ADOPTED this day of 2022. Resolution No. 2022-XXX — Page 2 of 2 ATTMgNT 26 RESOLUTION NO. 2022-XXX RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, APPROVING THE PRELIMINARY ANNUAL ENGINEER'S REPORT FOR THE ANNUAL LEVY OF ASSESSMENTS WITHIN PARK AND RECREATION IMPROVEMENT DISTRICT NO. PD-85 FOR FISCAL YEAR 2022/23 WHEREAS, the City Council of the City of Rancho Cucamonga, California, pursuant to the provisions of Division 15, Part 2 of the Streets and Highways Code of the State of California (the "1972 Act"), Article XIIID of the Constitution of the State of California ("Article XIIID") and the Proposition 218 Omnibus Implementation Act (Government Code Section 53750 and following) (the "Implementation Act") (the 1972 Act, Article XIIID and the Implementation Act are referred to collectively as the "Assessment Law"), did, by previous Resolution, order the preparation of a report for the annual levy of assessments for Fiscal Year 2022/23 (the "Annual Engineer's Report") in a certain maintenance assessment district known and designated as Park and Recreation Improvement District No. PD-85 (the "District"); and WHEREAS, there has now been presented to this City Council the Annual Engineer's Report for the District as required by the Assessment Law and as previously directed by Resolution; and WHEREAS, this City Council has now examined and reviewed the Annual Engineer's Report as presented, and is satisfied with each and all of the items and documents as set forth in such report, and is satisfied that the assessments, on a preliminary basis, have been allocated within the District in accordance with the special benefits received from the improvements to be maintained and serviced, as set forth in the Annual Engineer's Report. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, HEREBY RESOLVES, SECTION 1. Recitals. The above recitals are all true and correct. SECTION 2. Annual Engineer's Reports. The Annual Engineer's Report for the District as presented, consisting of the following: A. Plans and specifications describing the general nature, location and extent of the improvements to be maintained and serviced and the extent of such maintenance; B. An estimate of the cost of the maintenance of the improvements for the District for Fiscal Year 2022/23; C. A diagram for the District, showing the area and properties proposed to be assessed; and D. An annual assessment for Fiscal Year 2022/23 of the estimated costs of the maintenance and servicing of those improvements to be maintained and serviced during such Fiscal Year, assessing the net amount upon all assessable lots and/or parcels within such District in proportion to the special benefits received is hereby approved on a preliminary basis and is ordered to be filed in the Office of the City Clerk as a permanent record and to remain open for public inspection. Resolution No. 2021-XXX — Page 1 of 2 ATTNT 27 SECTION 3. The City Clerk shall certify to the passage and adoption of this Resolution, and the minutes of this meeting shall so reflect the presentation of the Annual Engineer's Report. PASSED, APPROVED, AND ADOPTED this day of 2022. Resolution No. 2021-XXX — Page 2 of 2 ATTNT 27 RESOLUTION NO. 2022-XXX RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, DECLARING ITS INTENTION TO PROVIDE FOR THE ANNUAL LEVY AND COLLECTION OF ASSESSMENTS FOR FISCAL YEAR 2022/23 WITHIN PARK AND RECREATION IMPROVEMENT DISTRICT NO. PD-85 AND SETTING A TIME AND PLACE FOR A PUBLIC HEARING THEREON WHEREAS, the City Council of the City of Rancho Cucamonga, California, has previously formed that certain maintenance district and authorized the levy of assessments therein pursuant to the terms and provisions of the "Landscaping and Lighting Act of 1972," being Division 15, Part 2 of the Streets and Highways Code of the State of California (commencing with Section 22500) (the "1972 Act") in what is known and designated as Park and Recreation Improvement District No. PD-85 (the "District"); and WHEREAS, this City Council has initiated proceedings to provide for the annual levy of assessments for Fiscal Year 2022/23, to finance the costs and expenses necessary for continued maintenance and servicing of improvements within the District; and WHEREAS, at this time, there has been presented and approved by this City Council, a separate report for the District identified by the distinctive designation of such District and entitled "Fiscal Year 2022/23 Annual Engineer's Report" (the "Annual Engineer's Report") as required pursuant to Article 4 of Chapter 1 of the 1972 Act, Article XIIID of the Constitution of the State of California ("Article XIIID") and the Proposition 218 Omnibus Implementation Act (Government Code Section 53750 and following) (the "Implementation Act") (the 1972 Act, Article XIIID and the Implementation Act are referred to collectively as the "Assessment Law"), and this City Council desires to conduct the proceedings to authorize the levy of the annual assessments within the District; and WHEREAS, the annual assessments for Fiscal Year 2022/23 proposed to be levied within the District as set forth in the report do not exceed the annual assessments as previously authorized to be levied within such District and, therefore, the proposed levy of assessments for Fiscal Year 2022/23 within such District are not deemed to be "increased" over the maximum authorized annual assessments. NOW, THEREFORE, by the City Council of the City of Rancho Cucamonga, as follows: SECTION 1. Recitals. The above recitals are all true and correct. SECTION 2. Improvements and Maintenance and Servicing Thereof. The public interest and convenience requires the City Council, and it is the intention of this City Council, to undertake proceedings for the annual levy and collection of assessments within the District for the continued maintenance and servicing of the improvements authorized to be maintained and serviced within such District. "Maintenance" may include the furnishing of services and materials for the ordinary and usual maintenance, operation, and servicing of any improvement, including: (a) repair, removal, or replacement of all or any part of any improvement; (b) providing for the life, growth, health, and beauty of landscaping, including cultivation, irrigation, trimming, spraying, fertilizing, or treating for disease or injury; (c) the removal of trimmings, rubbish, debris, and other solid waste; and, (d) the cleaning, sandblasting, and painting of walls and other improvements to remove or cover graffiti. "Service" may include the furnishing of: (a) electric current or energy, gas, or other illuminating agent for the lighting or operation of any improvements; and, (b) water for the irrigation of any landscaping, the operation of any fountains, or the maintenance of any other improvements. Resolution No. 2022-XXX — Page 1 of 3 ATTNT 28 A description of the improvements to be maintained and the maintenance and services to be provided is set forth in Appendix A attached hereto and incorporated herein by this reference. SECTION 3. Annual Engineer's Report. The Annual Engineer's Report regarding the annual levy for the District for Fiscal Year 2022/23, has been preliminarily approved and directed to be filed in the office the City Clerk. Reference is made to such Report for the District for a full and detailed description of the improvements to be maintained and serviced, the boundaries of such District and any zones therein, and the proposed assessments upon assessable lots and parcels of land within such District. SECTION 4. Assessment. The public interest and convenience requires, and it is the intention of this City Council to order, the annual levy of assessments for the District as set forth and described in the Annual Engineer's Report, and further it is determined to be in the best public interest and convenience to levy and collect annual assessments to pay the costs and expenses of such maintenance and service as estimated in such Annual Engineer's Report. SECTION 5. Boundaries of District. The proposed maintenance and service work as described in the Annual Engineer's Report for the District is, in the opinion of this City Council, of special benefit to the properties within the boundaries of such District, and this City Council makes the costs and expenses of such maintenance and service chargeable upon such District, which District said City Council hereby declares to be the District specially benefited by such maintenance and service, and to be further assessed pursuant to the Assessment Law to pay the costs and expenses thereof. The District shall include each and every parcel of land within the boundaries thereof; as such District is shown on a map or maps as approved by this City Council and on file in the Office of the City Clerk, and so designated by the name of such District. SECTION 6. Public Hearing. Notice is hereby given that a public hearing will be held the 20t" day of July, 2022, at the hour of 7:00 p.m. or as soon thereafter as the matter may be heard, in the regular meeting of the City Council, being in the Council Chambers located at 10500 Civic Center Drive, Rancho Cucamonga, California, which is the time and place fixed by this City Council for the hearing of protests or objections in reference to the annual levy of assessments, to the extent of the maintenance, by any interested person and any other matters contained in this resolution. Any persons who wish to object to the proceedings for the annual levy should file a written protest with the City Clerk prior to the time set and scheduled for said public hearing. SECTION 7. For Information Regarding Proceedings. For any and all information relating to the proceedings, protest procedure, any documentation and/or information of a procedural or technical nature, your attention is directed to the below listed person at the City: Noah Daniels Finance Director City of Rancho Cucamonga 10500 Civic Center Drive Rancho Cucamonga, CA 91730 (909) 774-2403 SECTION 8. Notice. The City Clerk is hereby authorized and directed to publish, pursuant to Government Code Section 6061, a copy of this Resolution in the Inland Valley Daily Bulletin, a newspaper of general circulation within said City, said publication shall be made one time and not less than ten (10) days before the date set for the Public Hearing. PASSED, APPROVED, AND ADOPTED this day of 2022. Resolution No. 2022-XXX — Page 2 of 3 ATTrpey NT 28 Appendix A Descriptions of Improvements and Maintenance and Services This Appendix A contains a general description of the improvements to be maintained and serviced and a description of such maintenance and services. 1. The maintenance and operation of Heritage Community Park including, but not limited to, grading, planting, irrigation, onsite roads, sidewalks, parking lots, lighting, restrooms, equestrian facilities, playground equipment, picnic facilities, athletic facilities, and walking, jogging and equestrian trails and sanitary sewer connections. 2. The maintenance and operation of Red Hill Community Park including, but not limited to, grading, planting, irrigation, onsite roads, sidewalks, parking lots, lighting, waterscape, restrooms, senior citizen facilities, playground equipment, picnic facilities, major lighted athletic facilities, jogging trail, sanitary sewer connections and onsite drainage inlets. Resolution No. 2022-XXX — Page 3 of 3 ATTrpey NT 28 DATE: June 15, 2022 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: Noah Daniels, Finance Director SUBJECT: Consideration of Second Reading and Adoption of the Following: ORDINANCE NO. 1005 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, ACTING AS THE LEGISLATIVE BODY OF COMMUNITY FACILITIES DISTRICT NO. 2022-01 (STREET LIGHTING SERVICES) OF THE CITY OF RANCHO CUCAMONGA, AUTHORIZING THE LEVY OF A SPECIAL TAX IN SUCH COMMUNITY FACILITIES DISTRICT ORDINANCE NO. 1006 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, ACTING AS THE LEGISLATIVE BODY OF COMMUNITY FACILITIES DISTRICT NO. 2022-02 (INDUSTRIAL AREA SERVICES) OF THE CITY OF RANCHO CUCAMONGA, AUTHORIZING THE LEVY OF A SPECIAL TAX IN SUCH COMMUNITY FACILITIES DISTRICT RECOMMENDATION: It is recommended the City Council conduct a second reading by title only and adopt Ordinances Nos. 1005 and 1006. BACKGROUND: The introduction and first reading of the above -entitled Ordinances was conducted at the Regular Council meeting of June 1, 2022. Votes at first reading: AYES: Kennedy, Hutchison, Scott, Michael. ANALYSIS: Please refer to the June 1, 2022, City Council staff report. FISCAL IMPACT: Please refer to the June 1, 2022, City Council staff report. COUNCIL MISSION / VISION / GOAL(S) ADDRESSED: This item supports the City Council's core values of intentionally embracing and anticipating the future. ATTACHMENTS: Attachment 1 - Ordinance No. 1005 Attachment 2 - Ordinance No. 1006 Page 695 ORDINANCE NO. ORDINANCE OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, ACTING AS THE LEGISLATIVE BODY OF COMMUNITY FACILITIES DISTRICT NO. 2022-01 (STREET LIGHTING SERVICES) OF THE CITY OF RANCHO CUCAMONGA, AUTHORIZING THE LEVY OF A SPECIAL TAX IN SUCH COMMUNITY FACILITIES 111h1111:11"1 WHEREAS, the City Council (the "City Council") of the City of Rancho Cucamonga (the "City"), has undertaken proceedings to establish and has established a community facilities district and conducted an election therein and received a favorable vote from the qualified electors authorizing the levy of special taxes in such 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 (the "Act"). This community facilities district is designated as Community Facilities District No. 2022-01 (Street Lighting Services) of the City of Rancho Cucamonga ("CFD No. 2022-01 "); and NOW, THEREFORE, this City Council of the City of Rancho Cucamonga, California, acting as the legislative body of CFD No. 2022-01 does hereby ordain as follows: Section 1. This City Council does, by the passage of this ordinance, authorize the levy of special taxes on taxable properties located in CFD No. 2022-01 pursuant to the Rates and Method of Apportionment of Special Tax as set forth in Exhibit "A" attached hereto and incorporated herein by this reference (the "Rates and Method"). Section 2. This City Council, acting as the legislative body of CFD No. 2022-01, is hereby further authorized, by resolution, to annually determine the special tax to be levied within CFD No. 2022-01 for the then current tax year or future tax years; provided, however, the special tax to be levied shall not exceed the maximum special tax authorized to be levied pursuant to the Rates and Method. Section 3. The special taxes herein authorized to be levied, to the extent possible, shall be collected in the same manner as ad valorem property taxes and shall be subject to the same penalties, procedure, sale and lien priority in any case of delinquency as applicable for ad valorem taxes; provided, however, that the City may utilize a direct billing procedure for any special taxes that cannot be collected on the County tax roll or may, by resolution, elect to collect the special taxes at a different time or in a different manner if necessary to meet its financial obligations. Section 4. The special taxes authorized to be levied shall be secured by the lien imposed pursuant to Section 3114.5 and 3115.5 of the Streets and Highways Code of the State of California, which lien shall be a continuing lien and shall secure each levy of the special tax. The lien of the special tax shall continue in force and effect until the special ATTACHMENT 1 Page 696 tax obligation is canceled in accordance with Section 53344 of the Government Code of the State of California or until the special tax ceases to be levied by the City Council in the manner provided in Section 5330.5 of said Government Code. Section 5. This Ordinance shall be effective thirty (30) days after its adoption. Within fifteen (15) days after its adoption, the City Clerk shall cause this Ordinance to be published in a newspaper of general circulation pursuant to the provisions of California Government Code Section 36933. Introduced and the first reading was waived at a regular meeting of the City Council of the City of Rancho Cucamonga, California, on June 1, 2022. ENACTED by the City Council of the City of Rancho Cucamonga, California, at a Regular Meeting thereof held this 15th day of June, 2022, by the following roll call vote to wit: AYES: NOES: ABSENT: ATTEST JANICE C. REYNOLDS, CITY CLERK Attachments: Exhibit A L. DENNIS MICHAEL, MAYOR 2 ATTACHMENT 1 Page 697 EXHIBIT A RATE AND METHOD OF APPORTIONMENT FOR COMMUNITY FACILITIES DISTRICT NO. 2022-01 (STREET LIGHTING SERVICES) OF THE CITY OF RANCHO CUCAMONGA A Special Tax, as hereinafter defined, shall be levied and collected for Community Facilities District No. 2022-01 (Street Lighting Services) of the City of Rancho Cucamonga ("CFD No. 2022-01 ") each Fiscal Year commencing in Fiscal Year 2022/23, in an amount determined by the application of the procedures below. All Taxable Property, as hereinafter defined, unless exempted by law or by the provisions hereof, shall be taxed for the purposes, to the extent and in the manner herein provided. A. DEFINITIONS The terms hereinafter set forth have the following meaning: "Accessory Dwelling Unit" or "ADU" means a secondary residential unit of limited size, as defined in California Government Code Section 65852.2, as may be amended from time to time, that is accessory to a single -unit dwelling. The ADU may be on the same Assessor's Parcel as the single -unit dwelling or on a separate Assessor's Parcel. For purposes of clarification, where an ADU and primary Unit are on the same Assessor's Parcel, the ADU located on such Assessor's Parcel is considered a separate Unit from the primary Unit on such Assessor's Parcel for purposes of the Special Tax. Should an Assessor's Parcel contain only an ADU, such Assessor's Parcel will be taxed as an ADU only. "Acre or Acreage" means the land area of an Assessor's Parcel as shown on an Assessor's Parcel Map or in the Assessor's Data for each Assessor's Parcel. In the event that the Assessor's Parcel Map or Assessor's Data shows no acreage, the Acreage for any Assessor's Parcel may be determined by the CFD Administrator based upon the applicable condominium plan, final map, parcel map or calculated using available spatial data and GIS. "Act" means the Mello -Roos Community Facilities Act of 1982, as amended, being Chapter 2.5 of Part 1, Division 2 of Title 5 of the Government Code of the State. "Administrative Expenses" means the actual or reasonably estimated costs directly related to the administration of CFD No. 2022-01 including, but not limited to, the following: the costs of computing the Annual Special Tax Requirement and the annual Special Tax and of preparing the annual Special Tax collection schedules; the costs of collecting the Special Tax, including any charges levied by the County Auditor's Office, Tax Collector's Office or Treasurer's Office; the costs of the City or designee in complying with the disclosure requirements of the California A-1 ATTACHMENT 1 Page 698 Government Code (including the Act), including public inquiries regarding the Special Tax; the costs of the City or designee related to an appeal of the Special Tax; and the costs of commencing and pursuing to completion any action arising from any delinquent Special Tax in CFD No. 2022-01. Administrative Expenses shall also include amounts estimated or advanced by the City or CFD No. 2022-01 for any other administrative purposes, including, but not limited to, attorney's fees. "Annual Services Costs" means the amounts required to fund services authorized to be funded by CFD No. 2022-01. "Annual Special Tax Requirement" means that amount with respect to CFD No. 2022-01 determined by the City Council or designee as required in any Fiscal Year to pay: (1) the Administrative Expenses, (2) the Annual Services Costs, (3) any amount required to establish or replenish any reserve or replacement fund established in connection with CFD No. 2022-01, and (4) any reasonably anticipated delinquent Special Tax based on the delinquency rate for any Special Tax levied in the previous Fiscal Year. "Assessor's Data" means Units, Acreage, or other information contained in the records of the County Assessor for each Assessor's Parcel. "Assessor's Parcel" or "Parcel" means a lot or parcel shown in an Assessor's Parcel Map with an assigned Assessor's Parcel Number. "Assessor's Parcel Map" means an official map of the Assessor of the County designating parcels by Assessor's Parcel Number. "Assessor's Parcel Number" means, with respect to an Assessor's Parcel, that number assigned to such Assessment's Parcel by the County Assessor for purposes of identification. "Boundary Map" means that map recorded with the County recorder's office on May 4, 2022 in Book 90 at Page 22 as Document Number 2022-0167399. "CFD Administrator" means an official of the City, or designee thereof, responsible for determining the Annual Special Tax Requirement and providing for the levy and collection of the Special Taxes. "CFD No. 2022-01" means Community Facilities District No. 2022-01 (Street Lighting Services) of the City of Rancho Cucamonga. "City" means the City of Rancho Cucamonga. "City Council" means the City Council of the City, acting as the legislative body of CFD No. 2022-01. "County" means the County of San Bernardino, California. "County Assessor" means the County Assessor of the County. A-2 ATTACHMENT 1 Page 699 "Developed Property" means, in any Fiscal Year, all Taxable Property in CFD No. 2022-01 for which a building permit for new construction was issued by the City prior to April 1 of the preceding Fiscal Year. "Exempt Property" means all Assessors' Parcels within the boundary of CFD No. 2022-01 which are exempt from the Special Tax pursuant to Section E. "Fiscal Year" means the period starting July 1 and ending on the following June 30. "GIS" means a geographic information system. "Maximum Special Tax" means the maximum Special Tax authorized for levy in any Fiscal Year that may apply to Taxable Property as described in Section C. "Mixed Use Property" means all Assessor's Parcels that have been classified by the City to allow multiple uses on each such Assessor's Parcel. For an Assessor's Parcel of Mixed Use Property, each property use thereon is subject to taxation pursuant to section C below. The Acreage used to calculate the Special Tax for a portion of an Assessor's Parcel that is Non -Residential Property shall include only the share of such Assessor's Parcel that will be used as Non -Residential Property, to include structures, parking and other Parcel area. "Multi -Family Residential Property" means, in any Fiscal Year, all Assessor's Parcels of Developed Property with two or more Units that share a single Assessor's Parcel Number, are offered for rent to the general public, and cannot be purchased by individual homebuyers, according to Assessor's Data or as otherwise known by the CFD Administrator. Multi -Family Property also means, in any Fiscal Year, all Assessor's Parcels of Developed Property with one Unit with a single Assessor's Parcel Number that is a condominium pursuant the definition in Civil Code Section 4125 or a townhome. "Non -Residential Property" means all Assessor's Parcels of Developed Property within the boundaries of CFD 2022-01 for which a building permit(s) has been issued for a non-residential structure(s). "Open Space Property" means property within the boundaries of CFD No. 2022-01 which (i) has been designated with specific boundaries and Acreage on a final subdivision map as open space, (ii) is classified by the County Assessor as open space, (iii) has been irrevocably offered for dedication as open space to the federal government, the State, the County, the City, or any other public agency, or (iv) is encumbered by an easement or other restriction required by the City limiting the use of such property to open space. "Property Owner's Association" means any property owner's association. As used in this definition, a Property Owner's Association includes any home -owner's A-3 ATTACHMENT 1 Page 700 association, condominium owner's association, master or sub -association or non- residential owner's association. "Property Owner's Association Property" means any property within the boundaries of CFD No. 2022-01 which is (a) owned by a Property Owner's Association or (b) designated with specific boundaries and acreage on a final subdivision map as property owner association property. "Proportionately" means for Developed Property and Undeveloped Property, that the ratio of the Special Tax levy to the Maximum Annual Special Tax is equal within each respective Tax Zone. "Public Property" means any property within the boundaries of CFD No. 2022-01 which (i) is owned by a public agency, (ii) has been irrevocably offered for dedication to a public agency, or (iii) is designated with specific boundaries and Acreage on a final subdivision map as property which will be owned by a public agency. For purposes of this definition, a public agency includes the federal government, the State, the County, the City, school districts, or any other public agency. "Rate and Method of Apportionment" means this Rate and Method of Apportionment of Special Tax for CFD No. 2022-01. "Single Family Residential Property" means all Assessor's Parcels of Developed Property with a residential structure intended as a single primary Unit. "Special Tax" means the annual special tax to be levied in each Fiscal Year on each Assessor's Parcel of Taxable Property to fund the Annual Special Tax Requirement. "State" means the State of California. "Tax Escalation Factor" means on July 1 of each Fiscal Year, commencing on July 1, 2023, the Maximum Special Tax as shown in Section C 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. "Tax Zone" means an area within which the Special Tax may be levied pursuant to this Rate and Method of Apportionment. All the Taxable Property within CFD No. 2022-01 at the time of its formation is within Tax Zone Nos. 1 and 6. Additional Tax Zones may be created when property is annexed to CFD No. 2022-01, and a separate Maximum Special Tax shall be identified for property within each new Tax Zone at the time of such annexation. The Assessor's Parcels included within a new Tax Zone when such Parcels are annexed to CFD No. 2022-01 shall be identified by Assessor's Parcel number in the annexation documents at the time of annexation. "Taxable Property" means all the Assessor's Parcels within the boundaries of CFD No. 2022-01 that are not exempt from the Special Tax pursuant to law or Section E below. A-4 ATTACHMENT 1 Page 701 "Undeveloped Property" means all the Assessor's Parcels of Taxable Property within the boundaries of CFD No. 2022-01 that are not Developed Property. "Unit" means an individual residential living space. The number of Units assigned to each Assessor's Parcel may be determined by (i) referencing Assessor's Data, (ii) site surveys and physical unit counts, and/or (iii) other research by the CFD Administrator. "Welfare Exempt Property" means, in any Fiscal Year, all Parcels within the boundaries of CFD No. 2022-01 that have been granted a welfare exemption by the County under subdivision (g) of Section 214 of the Revenue and Taxation Code. B. DETERMINATION OF TAXABLE PARCELS On, or about, July 1 of each Fiscal Year, the CFD Administrator shall determine the valid Assessor's Parcel Numbers for all Taxable Property within CFD No. 2022-01. If any Assessor's Parcel Numbers are no longer valid, the CFD Administrator shall determine the new Assessor's Parcel Number or Numbers in effect for the then - current Fiscal Year. To the extent a Parcel or Parcels of Taxable Property are subdivided, consolidated, or otherwise reconfigured, the Maximum Special Tax shall be assigned to the new Assessor's Parcels Numbers pursuant to Section C. The CFD Administrator shall also determine: (i) the Tax Zone within which each Parcel is located; (ii) which Parcels are Developed Property and Undeveloped Property; (iii) the number of Units or Acreage each Parcel contains; (iv) the property type, i.e., Single Family Residential Property, Non -Residential Property, etc.; and (v) the Annual Special Tax Requirement for the Fiscal Year. C. MAXIMUM ANNUAL SPECIAL TAX RATE The Maximum Special Tax for each Assessor's Parcel of Taxable Property within Tax Zone Nos. 1-8 shall be assigned according to the tables on the following pages. In some instances, an Assessor's Parcel of Developed Property may contain more than one property land use. The Maximum Special Tax assigned to an Assessor's Parcel of Mixed Use Property shall be the sum of the Maximum Special Tax for all property uses located on that Assessor's Parcel. Additionally, Accessory Dwelling Units will be levied at 50% of the applicable Maximum Special Tax Rate for the property type of the primary Unit. A-5 ATTACHMENT 1 Page 702 Tax Zone No. 1 2022/23 Maximum Special Tax Property Land Use Rate Single Family Residential $22.67 per Unit Property Multi -Family Residential $22.67 per Unit Property Non -Residential Property $45.34 per Acre Undeveloped Property $200.00 per Parcel * On each July 1, commencing on July 1, 2023, the Maximum Special Tax Rate shall be Increased by the Tax Escalation Factor. Tax Zone No. 2 2022/23 Maximum Special Tax Property Land Use Rate Single Family Residential $75.17 per Unit Property Multi -Family Residential $75.17 per Unit Property Undeveloped Property $200.00 per Parcel * On each July 1, commencing on July 1, 2023, the Maximum Special Tax Rate shall be Increased by the Tax Escalation Factor. Tax Zone No. 3 2022/23 Maximum Special Tax Property Land Use Rate Single Family Residential $47.15 per Unit Property Multi -Family Residential $47.15 per Unit Property Non -Residential Property $94.30 per Are Undeveloped Property $200.00 per Parcel * On each July 1, commencing on July 1, 2023, the Maximum Special Tax Rate shall be Increased by the Tax Escalation Factor. A-6 ATTACHMENT 1 Page 703 Tax Zone No. 4 2022/23 Maximum Special Tax Property Land Use Rate Single Family Residential $28.96 per Unit Property Multi -Family Residential $28.96 per Unit Property Non -Residential Property $57.92 per Acre Undeveloped Property $200.00 per Parcel * On each July 1, commencing on July 1, 2023, the Maximum Special Tax Rate shall be Increased by the Tax Escalation Factor. Tax Zone No. 5 2022/23 Maximum Special Tax Property Land Use Rate Single Family Residential $63.79 per Unit Property Undeveloped Property $200.00 per Parcel * On each July 1, commencing on July 1, 2023, the Maximum Special Tax Rate shall be Increased by the Tax Escalation Factor. Tax Zone No. 6 Property Land Use 2022/23 Maximum Special Tax Rate Non -Residential Property $51.40 per Acre Undeveloped Property $200.00 per Parcel * On each July 1, commencing on July 1, 2023, the Maximum Special Tax Rate shall be Increased by the Tax Escalation Factor. A-7 ATTACHMENT 1 Page 704 Tax Zone No. 7 2022/23 Maximum Special Tax Property Land Use Rate Single Family Residential $58.64 per Unit Property Multi -Family Residential $58.64 per Unit Property Non -Residential Property $117.28 per Acre Undeveloped Property $200.00 per Parcel * On each July 1, commencing on July 1, 2023, the Maximum Special Tax Rate shall be Increased by the Tax Escalation Factor. Tax Zone No. 8 2022/23 Maximum Special Tax Property Land Use Rate Single Family Residential $37.79 per Unit Property Multi -Family Residential $37.79 per Unit Property Non -Residential Property $75.58 per Acre Undeveloped Property $200.00 per Parcel * On each July 1, commencing on July 1, 2023, the Maximum Special Tax Rate shall be Increased by the Tax Escalation Factor. On July 1 of each Fiscal Year, commencing on July 1, 2023, the Maximum Special Tax for Tax Zone Nos. 1-8 shall be increased by an amount equal to the Tax Escalation Factor. A different Maximum Special Tax rate and Tax Escalation Factor may be identified in Tax Zones added to CFD No. 2022-01 as a result of future annexations. D. METHOD OF APPORTIONMENT OF THE SPECIAL TAX All Taxable Property shall be subject to a Special Tax defined as follows. The Special Tax shall be levied each Fiscal Year by the CFD Administrator. The Annual Special Tax Requirement shall be apportioned to each Parcel within CFD No. 2022-01 by the method shown below. First: Determine the Annual Special Tax Requirement. A-8 ATTACHMENT 1 Page 705 Second: Levy the Special Tax on each Parcel of Developed Property and Undeveloped Property, Proportionately, up to the applicable Maximum Special Tax. Under no circumstances will the Special Tax on any Assessor's Parcel used for private residential purposes be increased by more than 10% as a consequence of delinquency or default by the owner of any other Assessor's Parcel within CFD No. 2022-01. E. EXEMPTIONS Notwithstanding any other provision of this Rate and Method of Apportionment of Special Tax, no Special Tax shall be levied on Property Owner's Association Property, Assessor's Parcels with public or utility easements making impractical their utilization for any use other than the purposes set forth in the easement, or Public Property, except as otherwise provided in Sections 53317.3, 53317.5, and 533401 of the Act. Welfare Exempt Property shall thereafter be exempt from the Special Tax for as long as the property qualifies as Welfare Exempt Property. F. APPEAL OF SPECIAL TAX LEVY Any property owner may file a written appeal of the Special Tax with the CFD Administrator claiming that the amount or application of the Special Tax is not correct. The appeal must be filed not later than one calendar year after having paid the Special Tax that is disputed, and the appellant must be current in all payments of the Special Tax. In addition, during the term of the appeal process, all Special Tax levied must be paid on or before the payment date established when the levy was made. The appeal must specify the reasons why the appellant claims the Special Tax is in error. The CFD Administrator shall review the appeal, meet with the appellant if the CFD Administrator deems necessary, and advise the appellant of its determination. If the property owner disagrees with the CFD Administrator's decision relative to the appeal, the owner may then file a written appeal with the City Council whose subsequent decision shall be final and binding on all interested parties. If the decision of the CFD Administrator or subsequent decision by the City Council requires the Special Tax to be modified or changed in favor of the property owner, the CFD Administrator shall determine if sufficient Special Tax revenue is available to make a cash refund. If a cash refund cannot be made, then an adjustment shall be made to credit future Special Taxes. This procedure shall be exclusive and its exhaustion by any property owner shall be a condition precedent to filing any legal action by such owner. A-9 ATTACHMENT 1 Page 706 G. INTERPRETATION OF RATE AND METHOD OF APPORTIONMENT The City Council may, by resolution or ordinance, interpret, clarify and/or revise this Rate and Method of Apportionment to correct any inconsistency, vagueness, or ambiguity as it relates to the Special Taxes, method of apportionment, classification of Assessor's Parcels, or any definition used herein, as long as such correction does not materially affect the levy and collection of Special Taxes. In addition, the interpretation and application of any section of this document shall be at the City's discretion. H. MANNER AND DURATION OF SPECIAL TAX The Special Tax shall be collected in the same manner and at the same time as ordinary ad valorem property taxes, provided that the City may directly bill the Special Tax, may collect the Special Tax at a different time or in a different manner if needed to meet the financial obligations of CFD No. 2022-01, and may collect delinquent Special Taxes through available methods. A Special Tax shall be levied commencing in Fiscal Year 2022/23 to the extent necessary to satisfy the Annual Special Tax Requirement and shall be levied for as long as required to satisfy the Annual Special Tax Requirement. PREPAYMENT OF SPECIAL TAX The Special Tax may not be prepaid. A-10 ATTACHMENT 1 Page 707 ORDINANCE NO. _ ORDINANCE OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, ACTING AS THE LEGISLATIVE BODY OF COMMUNITY FACILITIES DISTRICT NO. 2022-02 (INDUSTRIAL AREA SERVICES) OF THE CITY OF RANCHO CUCAMONGA, AUTHORIZING THE LEVY OF A SPECIAL TAX IN SUCH COMMUNITY FACILITIES DISTRICT WHEREAS, the City Council (the "City Council") of the City of Rancho Cucamonga (the "City"), has undertaken proceedings to establish and has established a community facilities district and conducted an election therein and received a favorable vote from the qualified electors authorizing the levy of special taxes in such 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 (the "Act"). This community facilities district is designated as Community Facilities District No. 2022-02 (Industrial Area Services) of the City of Rancho Cucamonga ("CFD No. 2022-02"); and NOW, THEREFORE, this City Council of the City of Rancho Cucamonga, California, acting as the legislative body of CFD No. 2022-02 does hereby ordain as follows: Section 1. This City Council does, by the passage of this ordinance, authorize the levy of special taxes on taxable properties located in CFD No. 2022-02 pursuant to the Rates and Method of Apportionment of Special Tax as set forth in Exhibit "A" attached hereto and incorporated herein by this reference (the "Rates and Method"). Section 2. This City Council, acting as the legislative body of CFD No. 2022-02, is hereby further authorized, by resolution, to annually determine the special tax to be levied within CFD No. 2022-02 for the then current tax year or future tax years; provided, however, the special tax to be levied shall not exceed the maximum special tax authorized to be levied pursuant to the Rates and Method. Section 3. The special taxes herein authorized to be levied, to the extent possible, shall be collected in the same manner as ad valorem property taxes and shall be subject to the same penalties, procedure, sale and lien priority in any case of delinquency as applicable for ad valorem taxes; provided, however, that the City may utilize a direct billing procedure for any special taxes that cannot be collected on the County tax roll or may, by resolution, elect to collect the special taxes at a different time or in a different manner if necessary to meet its financial obligations. Section 4. The special taxes authorized to be levied shall be secured by the lien imposed pursuant to Section 3114.5 and 3115.5 of the Streets and Highways Code of the State of California, which lien shall be a continuing lien and shall secure each levy of the special tax. The lien of the special tax shall continue in force and effect until the special tax obligation is canceled in accordance with Section 53344 of the Government Code of ATTACHMENT 2 Page 708 the State of California or until the special tax ceases to be levied by the City Council in the manner provided in Section 5330.5 of said Government Code. Section 5. This Ordinance shall be effective thirty (30) days after its adoption. Within fifteen (15) days after its adoption, the City Clerk shall cause this Ordinance to be published in a newspaper of general circulation pursuant to the provisions of California Government Code Section 36933. Introduced and the first reading was waived at a regular meeting of the City Council of the City of Rancho Cucamonga, California, on June 1, 2022. ENACTED by the City Council of the City of Rancho Cucamonga, California, at a Regular Meeting thereof held this 15th day of June, 2022, by the following roll call vote to wit: /_\'143 NOES: ABSENT: ATTEST JANICE C. REYNOLDS, CITY CLERK Attachments: Exhibit A APPROVED L. DENNIS MICHAEL, MAYOR 2 ATTACHMENT 2 Page 709 EXHIBIT A RATE AND METHOD OF APPORTIONMENT FOR COMMUNITY FACILITIES DISTRICT NO. 2022-02 (INDUSTRIAL AREA SERVICES) OF THE CITY OF RANCHO CUCAMONGA A Special Tax, as hereinafter defined, shall be levied and collected Community Facilities District No. 2022-02 (Industrial Area Services) of the City of Rancho Cucamonga ("CFD No. 2022-02") each Fiscal Year commencing in Fiscal Year 2022/23, in an amount determined by the application of the procedures below. All Taxable Property, as hereinafter defined, unless exempted by law or by the provisions hereof, shall be taxed for the purposes, to the extent and in the manner herein provided. A. DEFINITIONS The terms hereinafter set forth have the following meaning: "Accessory Dwelling Unit" or "ADU" means a secondary residential unit of limited size, as defined in California Government Code Section 65852.2, as may be amended from time to time, that is accessory to a single -unit dwelling. The ADU may be on the same Assessor's Parcel as the single -unit dwelling or on a separate Assessor's Parcel. For purposes of clarification, where an ADU and primary Unit are on the same Assessor's Parcel, the ADU located on such Assessor's Parcel is considered a separate Unit from the primary Unit on such Assessor's Parcel for purposes of the Special Tax. Should an Assessor's Parcel contain only an ADU, such Assessor's Parcel will be taxed as an ADU only. "Acre or Acreage" means the land area of an Assessor's Parcel as shown on an Assessor's Parcel Map or in the Assessor's Data for each Assessor's Parcel. In the event that the Assessor's Parcel Map or Assessor's Data shows no acreage, the Acreage for any Assessor's Parcel may be determined by the CFD Administrator based upon the applicable condominium plan, final map, parcel map or calculated using available spatial data and GIS. "Act" means the Mello -Roos Community Facilities Act of 1982, as amended, being Chapter 2.5 of Part 1, Division 2 of Title 5 of the Government Code of the State. "Administrative Expenses" means the actual or reasonably estimated costs directly related to the administration of CFD No. 2022-02 including, but not limited to, the following: the costs of computing the Annual Special Tax Requirement and the annual Special Tax and of preparing the annual Special Tax collection schedules; the costs of collecting the Special Tax, including any charges levied by the County Auditor's Office, Tax Collector's Office or Treasurer's Office; the costs of the City or designee in complying with the disclosure requirements of the California Government Code (including the Act), including public inquiries regarding the A-1 ATTACHMENT 2 Page 710 Special Tax; the costs of the City or designee related to an appeal of the Special Tax; and the costs of commencing and pursuing to completion any action arising from any delinquent Special Tax in CFD No. 2022-02. Administrative Expenses shall also include amounts estimated or advanced by the City or CFD No. 2022-02 for any other administrative purposes, including, but not limited to, attorney's fees. "Annual Services Costs" means the amounts required to fund services authorized to be funded by CFD No. 2022-02. "Annual Special Tax Requirement" means that amount with respect to CFD No. 2022-02 determined by the City Council or designee as required in any Fiscal Year to pay: (1) the Administrative Expenses, (2) the Annual Services Costs, (3) any amount required to establish or replenish any reserve or replacement fund established in connection with CFD No. 2022-02, and (4) any reasonably anticipated delinquent Special Tax based on the delinquency rate for any Special Tax levied in the previous Fiscal Year. "Assessor's Data" means Units, Acreage, or other information contained in the records of the County Assessor for each Assessor's Parcel. "Assessor's Parcel" or "Parcel" means a lot or parcel shown in an Assessor's Parcel Map with an assigned Assessor's Parcel Number. "Assessor's Parcel Map" means an official map of the Assessor of the County designating parcels by Assessor's Parcel Number. "Assessor's Parcel Number" means, with respect to an Assessor's Parcel, that number assigned to such Assessment's Parcel by the County Assessor for purposes of identification. "Boundary Map" means that map recorded with the County recorder's office on May 4, 2022 in Book 90 at Page 21 as Document Number 2022-0167398. "CFD Administrator" means an official of the City, or designee thereof, responsible for determining the Annual Special Tax Requirement and providing for the levy and collection of the Special Taxes. "CFD No. 2022-02" means Community Facilities District No. 2022-02 (Industrial Area Services) of the City of Rancho Cucamonga. "City" means the City of Rancho Cucamonga. "City Council" means the City Council of the City, acting as the legislative body of CFD No. 2022-02. "County" means the County of San Bernardino, California. "County Assessor" means the County Assessor of the County. A-2 ATTACHMENT 2 Page 711 "Developed Property" means, in any Fiscal Year, all Taxable Property in CFD No. 2022-02 for which a building permit for new construction was issued by the City prior to April 1 of the preceding Fiscal Year. "Exempt Property" means all Assessors' Parcels within the boundary of CFD No. 2022-02 which are exempt from the Special Tax pursuant to Section E. "Fiscal Year" means the period starting July 1 and ending on the following June 30. "GIS" means a geographic information system. "Industrial Property" means all Assessor's Parcels of Developed Property for which a building permit has been issued for an industrial use. "Maximum Special Tax" means the maximum Special Tax authorized for levy in any Fiscal Year that may apply to Taxable Property as described in Section C. "Mixed Use Property" means all Assessor's Parcels that have been classified by the City to allow multiple uses on each such Assessor's Parcel. "Open Space Property" means property within the boundaries of CFD No. 2022-02 which (i) has been designated with specific boundaries and Acreage on a final subdivision map as open space, (ii) is classified by the County Assessor as open space, (iii) has been irrevocably offered for dedication as open space to the federal government, the State, the County, the City, or any other public agency, or (iv) is encumbered by an easement or other restriction required by the City limiting the use of such property to open space. "Property Owner's Association" means any property owner's association. As used in this definition, a Property Owner's Association includes any home -owner's association, condominium owner's association, master or sub -association or non- residential owner's association. "Property Owner's Association Property" means any property within the boundaries of CFD No. 2022-02 which is (a) owned by a Property Owner's Association or (b) designated with specific boundaries and acreage on a final subdivision map as property owner association property. "Proportionately" means for Developed Property and Undeveloped Property, that the ratio of the Special Tax levy to the Maximum Annual Special Tax is equal within each respective Tax Zone. "Public Property" means any property within the boundaries of CFD No. 2022-02 which (i) is owned by a public agency, (ii) has been irrevocably offered for dedication to a public agency, or (iii) is designated with specific boundaries and Acreage on a final subdivision map as property which will be owned by a public agency. For A-3 ATTACHMENT 2 Page 712 purposes of this definition, a public agency includes the federal government, the State, the County, the City, school districts, or any other public agency. "Rate and Method of Apportionment" means this Rate and Method of Apportionment of Special Tax for CFD No. 2022-02. "Special Tax" means the annual special tax to be levied in each Fiscal Year on each Assessor's Parcel of Taxable Property to fund the Annual Special Tax Requirement. "State" means the State of California. "Tax Escalation Factor" means on July 1 of each Fiscal Year, commencing on July 1, 2023, the Maximum Special Tax as shown in Section C 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. "Tax Zone" means a mutually exclusive geographic area within which the Special Tax may be levied pursuant to this Rate and Method of Apportionment. All the Taxable Property within CFD No. 2022-02 at the time of its formation is within Tax Zone No. 1. Additional Tax Zones may be created when property is annexed to CFD No. 2022-02, and a separate Maximum Special Tax shall be identified for property within each new Tax Zone at the time of such annexation. The Assessor's Parcels included within a new Tax Zone when such Parcels are annexed to CFD No. 2022- 02 shall be identified by Assessor's Parcel number in the annexation documents at the time of annexation. "Taxable Property" means all the Assessor's Parcels within the boundaries of CFD No. 2022-02 that are not exempt from the Special Tax pursuant to law or Section E below. "Undeveloped Property" means all the Assessor's Parcels of Taxable Property within the boundaries of CFD No. 2022-02 that are not Developed Property. "Welfare Exempt Property" means, in any Fiscal Year, all Parcels within the boundaries of CFD No. 2022-02 that have been granted a welfare exemption by the County under subdivision (g) of Section 214 of the Revenue and Taxation Code. B. DETERMINATION OF TAXABLE PARCELS Article I. On, or about, July 1 of each Fiscal Year, the CFD Administrator shall determine the valid Assessor's Parcel Numbers for all Taxable Property within CFD No. 2022-02. If any Assessor's Parcel Numbers are no longer valid, the CFD Administrator shall determine the new Assessor's Parcel Number or Numbers in effect for the then -current Fiscal Year. To the extent a Parcel or Parcels of Taxable Property are subdivided, consolidated, or otherwise reconfigured, the Maximum Special Tax shall be assigned to the new Assessor's Parcels Numbers pursuant to Section C. The CFD Administrator shall also determine: (i) the Tax Zone within which A-4 ATTACHMENT 2 Page 713 each Parcel is located; (ii) which Parcels are Developed Property and Undeveloped Property; (iii) the number of Units or Acreage each Parcel contains; (iv) the property type, i.e., Industrial Property, Mixed -Use Property, etc.; and (v) the Annual Special Tax Requirement for the Fiscal Year. C. MAXIMUM ANNUAL SPECIAL TAX RATE The Maximum Special Tax for each Assessor's Parcel of Taxable Property within Tax Zone No. 1 shall be assigned according to the table on the following page. Tax Zone No. 1 Property Land Use 2022/23 Maximum Special Tax Rate Industrial Property $5,852.00 per Acre Mixed Use Property $12,030.00 per Acre Accessory Dwelling Units $731.50 per ADU Undeveloped Property $200.00 per Parcel * On each July 1, commencing on July 1, 2023, the Maximum Special Tax Rate shall be increased by the Tax Escalation Factor. On July 1 of each Fiscal Year, commencing on July 1, 2023, the Maximum Special Tax for Tax Zone No. 1 shall be increased by an amount equal to the Tax Escalation Factor. A different Maximum Special Tax rate and Tax Escalation Factor may be identified in Tax Zones added to CFD No. 2022-02 as a result of future annexations. D. METHOD OF APPORTIONMENT OF THE SPECIAL TAX All Taxable Property shall be subject to a Special Tax defined as follows. The Special Tax shall be levied each Fiscal Year by the CFD Administrator. The Annual Special Tax Requirement shall be apportioned to each Parcel within CFD No. 2022-02 by the method shown below. First: Determine the Annual Special Tax Requirement. Second: Levy the Special Tax on each Parcel of Developed Property and Undeveloped Property, Proportionately, up to the applicable Maximum Special Tax. Under no circumstances will the Special Tax on any Assessor's Parcel used for private residential purposes be increased by more than 10% as a consequence of delinquency or default by the owner of any other Assessor's Parcel within CFD No. 2022-02. A-5 ATTACHMENT 2 Page 714 E. EXEMPTIONS Notwithstanding any other provision of this Rate and Method of Apportionment of Special Tax, no Special Tax shall be levied on Property Owner's Association Property, Assessor's Parcels with public or utility easements making impractical their utilization for any use other than the purposes set forth in the easement, or Public Property, except as otherwise provided in Sections 53317.3, 53317.5, and 53340.1 of the Act. Welfare Exempt Property shall be exempt from the Special Tax in each Fiscal Year the property qualifies as Welfare Exempt Property. F. APPEAL OF SPECIAL TAX LEVY Any property owner may file a written appeal of the Special Tax with the CFD Administrator claiming that the amount or application of the Special Tax is not correct. The appeal must be filed not later than one calendar year after having paid the Special Tax that is disputed, and the appellant must be current in all payments of the Special Tax. In addition, during the term of the appeal process, all Special Tax levied must be paid on or before the payment date established when the levy was made. The appeal must specify the reasons why the appellant claims the Special Tax is in error. The CFD Administrator shall review the appeal, meet with the appellant if the CFD Administrator deems necessary, and advise the appellant of its determination. If the property owner disagrees with the CFD Administrator's decision relative to the appeal, the owner may then file a written appeal with the City Council whose subsequent decision shall be final and binding on all interested parties. If the decision of the CFD Administrator or subsequent decision by the City Council requires the Special Tax to be modified or changed in favor of the property owner, the CFD Administrator shall determine if sufficient Special Tax revenue is available to make a cash refund. If a cash refund cannot be made, then an adjustment shall be made to credit future Special Taxes. This procedure shall be exclusive and its exhaustion by any property owner shall be a condition precedent to filing any legal action by such owner. G. INTERPRETATION OF RATE AND METHOD OF APPORTIONMENT The City Council may, by resolution or ordinance, interpret, clarify and/or revise this Rate and Method of Apportionment to correct any inconsistency, vagueness, or ambiguity as it relates to the Special Taxes, method of apportionment, classification of Assessor's Parcels, or any definition used herein, as long as such correction does not materially affect the levy and collection of Special Taxes. In addition, the A-6 ATTACHMENT 2 Page 715 interpretation and application of any section of this document shall be at the City's discretion. H. MANNER AND DURATION OF SPECIAL TAX The Special Tax shall be collected in the same manner and at the same time as ordinary ad valorem property taxes, provided that the City may directly bill the Special Tax, may collect the Special Tax at a different time or in a different manner if needed to meet the financial obligations of CFD No. 2022-02, and may collect delinquent Special Taxes through available methods. A Special Tax shall be levied commencing in Fiscal Year 2022/23 to the extent necessary to satisfy the Annual Special Tax Requirement and shall be levied for as long as required to satisfy the Annual Special Tax Requirement. PREPAYMENT OF SPECIAL TAX The Special Tax may not be prepaid. A-7 ATTACHMENT 2 Page 716 DATE: June 15, 2022 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: Community Parks and Landscape Citizens' Oversight Committee SUBJECT: Consideration to Receive and File a Summary of Review of Results of Annual Independent Audit Concerning the Fiscal Year 2020/21 Expenditures in Landscape Maintenance Districts #1 General City, #2 Victoria, #4R Terra Vista, #6R Caryn Community, and #7 North Etiwanda, Street Lighting District #2 Residential, and Park and Recreation Improvement District #85. (CITY) RECOMMENDATION: It is recommended that the City Council receive and file this report. BACKGROUND: Established by Resolution 19-075, the Community Parks and Landscape Citizens' Oversight Committee is made up of members of the public that reside and own property within Landscape Maintenance Districts #1 General City, #2 Victoria, #4R Terra Vista, #6R Caryn Community, and #7 North Etiwanda, Street Lighting District #2 Residential, and Park and Recreation Improvement District #85 (collectively "the Districts"), and do not serve on any other standing City Commission or Committee. A primary purpose of the Committee is to review the annual audit after it is prepared and report the results of its review to the City Council and the community on an annual basis. The Committee does not have budgetary, operational decision -making authority, nor the authority to allocate financial resources or direct staff. ANALYSIS: At our meeting of April 27, 2022, Noah Daniels, Finance Director, and Kirk Hamblin, Audit Manager of Lance, Soll & Lunghard, LLP, provided an overview of the audit for the Districts for the Fiscal Year 2020/21. The reports generated by the audit include: Audit Communication Letter Independent Auditors' Report on Statement of Revenues, Expenditures, and Changes in Fund Balances Independent Auditors' Report on Internal Control Over Financial Reporting By the law, each District accounts for its revenue and expenditures in its funds. The auditor reviewed their work, and a discussion was held regarding the audit process and how the City ensures that funds collected for maintenance and operations are spent to benefit each District. The auditors and City Finance staff confirmed that the revenues received have been expended Page 717 appropriately on maintenance, operations, and capital improvements in each District We appreciate the opportunity to serve our community on this Committee. If you have any questions regarding our annual meeting, members of the Committee will be present at the City Council meeting to present this report and discuss those questions with you. FISCAL IMPACT: There is no fiscal impact. COUNCIL MISSION / VISION / GOAL(S) ADDRESSED: This item addresses the City Council's core value of actively seeking and respectfully considering all public input. ATTACHMENTS: Attachment 1 —Audit Communication Letter Attachment 2 — Statement of Revenues, Expenditures and Changes in Fund Balances for the Districts for the year ended June 30, 2021 Attachment 3 — Independent Auditors' Report on Internal Control Over Financial Reporting and on Compliance and Other Matters Page 2 Page 718 LSU19 !o• 10*• 99 December 10, 2021 To the Community Parks and Landscape Citizens' Oversight Committee City of Rancho Cucamonga, California We have audited the statement of revenues, expenditures and changes in fund balances of Landscape Maintenance Districts #1 General City, #2 Victoria, #4R Terra Vista, #6R Caryn Community, and #7 North Etiwanda, Street Lighting Maintenance District #2 Residential, and Park and Recreation Improvement District #85 (collectively, the Districts) of the City of Rancho Cucamonga, California (the City), for the year ended June 30, 2021. Professional standards require that we provide you with information about our responsibilities under generally accepted auditing standards, Government Auditing Standards and the Uniform Guidance, as well as certain information related to the planned scope and timing of our audit. We have communicated such information in our letter to the City Council of the City of Rancho Cucamonga dated July 15, 2021. Professional standards also require that we communicate to you the following information related to our audit. Significant Audit Findings and Other Issues Qualitative Aspects of Significant Accounting Practices Management is responsible for the selection and use of appropriate accounting policies. The significant accounting policies used by the Districts are described in the notes to statement of revenues, expenditures and changes in fund balances. No new accounting policies were adopted and the application of existing policies was not changed during Fiscal Year 2020/21. We noted no transactions entered into by the Districts during the year for which there is a lack of authoritative guidance or consensus. All significant transactions have been recognized in the financial statements in the proper period. The statement of revenues, expenditures and changes in fund balances disclosures are neutral, consistent, and clear. Significant Unusual Transactions Management is responsible for the policies and practices used to account for significant unusual transactions. No significant unusual transactions have occurred during Fiscal Year 2020/21. Difficulties Encountered in Performing the Audit We encountered no significant difficulties in dealing with management in performing and completing our audit. Corrected and Uncorrected Misstatements Professional standards require us to accumulate all known and likely misstatements identified during the audit, other than those that are trivial, and communicate them to the appropriate level of management. No misstatements were found. ATTACHMENT 1 PrimeGlobal n` adrpd»u«�a�.�«�,su ro-nr Page 719 LS L"" .0 .. :: To the Community Parks and Landscape Citizens' Oversight Committee City of Rancho Cucamonga, California Disagreements with Management For purposes of this letter, a disagreement with management is a financial accounting, reporting, or auditing matter, whether or not resolved to our satisfaction, that could be significant to the statement of revenues, expenditures and changes in fund balances or the auditor's report. We are pleased to report that no such disagreements arose during the course of our audit. Circumstances that Affect the Form and Content of the Auditor's Report New auditing standards were implemented in Fiscal Year 2020/21 related to Statement of Auditing Standards 134, Auditor Reporting and Amendments, Including Amendments Addressing Disclosures in the Audit of Financial Statements, through Statement of Auditing Standards 140, Supplementary Information in Relation to the Financial Statements as a Whole. These standards updated the form and content of the statement of revenues, expenditures and changes in fund balances auditor's report. The purpose of the change was to present an easier format for users to understand the results of the audit and management's responsibilities. Management Representations We have requested certain representations from management that are included in the management representation letter dated December 10, 2021. Management Consultations with Other Independent Accountants In some cases, management may decide to consult with other accountants about auditing and accounting matters, similar to obtaining a "second opinion" on certain situations. If a consultation involves application of an accounting principle to the Districts' statement of revenues, expenditures and changes in fund balances or a determination of the type of auditor's opinion that may be expressed on those statements, our professional standards require the consulting accountant to check with us to determine that the consultant has all the relevant facts. To our knowledge, there were no such consultations with other accountants. Other Audit Findings or Issues Discussed with Management We generally discuss a variety of matters, including the significant events or transactions that occurred during the year, business conditions affecting the Districts and business plans and strategies that may affect the risks of material misstatements, the application of accounting principles and auditing standards, with management each year prior to retention as the City's auditors. However, these discussions occurred in the normal course of our professional relationship and our responses were not a condition to our retention. Other Matters The following new Governmental Accounting Standards Board (GASB) pronouncements were effective for Fiscal Year 2020/21 audit: GASB Statement No. 84, Fiduciary Activities. GASB Statement No. 90, Majority Equity Interests - an Amendment of GASB Statement Nos. 14 and 61. Page 720 LS L"" .0 •• To the Community Parks and Landscape Citizens' Oversight Committee City of Rancho Cucamonga, California The following GASB pronouncements are effective in the following fiscal years' audits and should be reviewed for proper implementation by management: Fiscal Year 2021/22 GASB Statement No. 87, Leases. GASB Statement No. 89, Accounting for Interest Cost Incurred before the End of a Construction Period. GASB Statement No. 97, Certain Component Unit Criteria, and Accounting and Financial Reporting for Internal Revenue Code Section 457 Deferred Compensation Plans. Fiscal Year 2022/23 GASB Statement No. 91, Conduit Debt Obligations. GASB Statement No. 94, Public -Private and Public -Public Partnerships and Availability Payment Arrangement. GASB Statement No. 96, Subscription -Based Information Technology Arrangements. Restriction on Use This information is intended solely for the use of Community Parks and Landscape Citizens' Oversight Committee and management of the Districts and is not intended to be, and should not be, used by anyone other than these specified parties. Very truly yours, Brea, California Page 721 LANDSCAPE MAINTENANCE DISTRICTS #1 GENERAL CITY, #2 VICTORIA, #4R TERRA VISTA, #6R CARYN COMMUNITY, AND #7 NORTH ETIWANDA STREET LIGHTING MAINTENANCE DISTRICT #2 RESIDENTIAL, AND PARK AND RECREATION IMPROVEMENT DISTRICT #85 CITY OF RANCHO CUCAMONGA, CALIFORNIA STATEMENT OF REVENUES, EXPENDITURES YEAR ENDED JUNE 30, 2021 AND CHANGES IN FUND BALANCES Focused on YOU ATTACHMENT 2 LANDSCAPE MAINTENANCE DISTRICTS #1 GENERAL CITY, #2 VICTORIA, #4R TERRA VISTA, #6R CARYN COMMUNITY, AND #7 NORTH ETIWANDA, STREET LIGHTING MAINTENANCE DISTRICT #2 RESIDENTIAL, AND PARK AND RECREATION IMPROVEMENT DISTRICT #85 CITY OF RANCHO CUCAMONGA, CALIFORNIA STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES YEAR ENDED J U N E 30, 2021 Page 723 LANDSCAPE MAINTENANCE DISTRICTS #1 GENERAL CITY, #2 VICTORIA, #4R TERRA VISTA, #6R CARYN COMMUNITY, AND #7 NORTH ETIWANDA, STREET LIGHTING MAINTENANCE DISTRICT #2 RESIDENTIAL, AND PARK AND RECREATION IMPROVEMENT DISTRICT #85 CITY OF RANCHO CUCAMONGA, CALIFORNIA STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES YEAR ENDED J U N E 30, 2021 TABLE OF CONTENTS Page Number INDEPENDENT AUDITORS' REPORT STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES................................................................ NOTES TO STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES.................................................................................................................... 5 Page 724 LSUI@ iii ii• ii INDEPENDENT AUDITORS' REPORT To the Community Parks and Landscape Citizens' Oversight Committee City of Rancho Cucamonga, California Report on the statement of revenues, expenditures and changes in fund balances Opinions We have audited the accompanying statement of revenues, expenditures and changes in fund balances of the Landscape Maintenance Districts #1 General City, #2 Victoria, #4R Terra Vista, #6R Caryn Community, and #7 North Etiwanda, Street Lighting Maintenance District #2 Residential, and Park and Recreation Improvement District #85 (collectively, the Districts) of the City of Rancho Cucamonga (the City) as of and for the year ended June 30, 2021, and the related notes to statement of revenues, expenditures and changes in fund balances, as listed in the table of contents. In our opinion, the statement of revenues, expenditures and changes in fund balances referred to above present fairly, in all material respects, the respective financial position of the revenues, expenditures and changes in fund balances of the Districts of the City, as of June 30, 2021, in accordance with accounting principles generally accepted in the United States of America. Basis for Opinions We conducted our audit in accordance with auditing standards generally accepted in the United States of America (GAAS) and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States; and the State Controller's Minimum Audit Requirements for California Special Districts. Our responsibilities under those standards are further described in the Auditor's Responsibilities for the Audit of the Statement of Revenues, Expenditures and Changes in Fund Balances section of our report. We are required to be independent of the Districts and to meet our other ethical responsibilities, in accordance with the relevant ethical requirements relating to our audit. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinion. Management's Responsibility for the Statement of Revenues, Expenditures and Changes in Fund Balances Management is responsible for the preparation and fair presentation of the statement of revenues, expenditures and changes in fund balances in accordance with accounting principles generally accepted in the United States of America; and for the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of the statement of revenues, expenditures and changes in fund balances that are free from material misstatement, whether due to fraud or error. In preparing the statement of revenues, expenditures and changes in fund balances, management is required to evaluate whether there are conditions or events, considered in the aggregate, that raise substantial doubt about the Districts' ability to continue as a going concern for twelve months beyond the date of the statement of revenues, expenditures and changes in fund balances. PrimeGlobal 3rrrJenen�lerr[dcwrrreGrSY Pb� Page 725 L L•••• 0 .. To the Community Parks and Landscape Citizens' Oversight Committee City of Rancho Cucamonga, California Auditor's Responsibilities for the Audit of the Statement of Revenues, Expenditures and Changes in Fund Balances Our objectives are to obtain reasonable assurance about whether the statement of revenues, expenditures and changes in fund balances as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor's report that includes our opinion. Reasonable assurance is a high level of assurance but is not absolute assurance and therefore is not a guarantee that an audit conducted in accordance with the GAAS and Government Auditing Standards will always detect a material misstatement when it exists. The risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. Misstatements are considered material if, there is a substantial likelihood that, individually or in the aggregate, they would influence the judgment made by a reasonable user based on the statement of revenues, expenditures and changes in fund balances. In performing an audit in accordance with GAAS and Government Auditing Standards, we: • Exercise professional judgment and maintain professional skepticism throughout the audit. • Identify and assess the risks of material misstatement of the statement of revenues, expenditures and changes in fund balances, whether due to fraud or error, and design and perform audit procedures responsive to those risks. Such procedures include examining, on a test basis, evidence regarding the amounts and disclosures in the statement of revenues, expenditures and changes in fund balances. • Obtain an understanding of internal control relevant to the audit in order to design audit procedures that are appropriate to the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the City's internal control. Accordingly, no such opinion is expressed. • Evaluate the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluate the overall presentation of the statement of revenues, expenditures and changes in fund balances. • Conclude whether, in our judgment, there are conditions or events, considered in the aggregate, that raise substantial doubt about the District's ability to continue as a going concern for a reasonable period of time. We are required to communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit, significant audit findings, and certain internal control -related matters that we identified during the audit. Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated December 10, 2021, on our consideration of the City's internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements and other matters. The purpose of that report is solely to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the City's internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the City's internal control over financial reporting and compliance. Brea, California December 10, 2021 2 Page 726 LANDSCAPE MAINTENANCE DISTRICTS #1 GENERAL CITY, #2 VICTORIA, #4R TERRA VISTA, #6R CARYN COMMUNITY, AND #7 NORTH ETIWANDA, STREET LIGHTING MAINTENANCE DISTRICT #2 RESIDENTIAL, AND PARK AND RECREATION IMPROVEMENT DISTRICT #85 CITY OF RANCHO CUCAMONGA STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES YEAR ENDED JUNE 30, 2021 Revenues: Taxes Charges for services Use of money and property Contributions from General Fund: General benefit contribution General benefit equivalent Contributions from other funds Miscellaneous Total Revenues Expenditures: Personnel services Operating costs: Operations and maintenance Contract services Tree maintenance Utilities Assessment administration Interfund allocation General overhead allocation Capital outlay Debt service: Principal retirement Interest and fiscal charges Total Expenditures Net Change in Fund Balances Fund Balances, Beginning of Year, as originally reported Fund Balances, End of Year Landscape Landscape Maintenance Maintenance District #1 District #2 General City Victoria Landscape Maintenance District #4R Terra Vista Landscape Maintenance District #6R Caryn Community $ 1,251,109 $ 3,738,622 $ 2,797,950 $ 539,014 10,326 191 61 - 26,907 (6,799) (7,835) (915) - 288,082 - 33,917 - - 40,532 3,548 8,744 - - 10, 000 - 5,132 - 1,335,807 4,028,840 2,795,308 578,631 26,954 872,442 946,670 18,886 57,647 67,607 76,358 5,135 499,640 1,316,545 552,170 331,852 166,770 261,028 74,320 67,980 380,228 865,041 473,423 155,179 62,850 35,080 20,980 6,680 - 86,230 - - 57,340 324,160 257,850 40,790 91,806 99,450 176,143 - 3,927,583 2,577,914 626,502 1,343,235 (7,428) 101,257 217,394 (47,871) 1,822,334 4,549,583 7,325,300 771,169 $ 1,814,906 $ 4,650,840 $ 7,542,694 $ 723,298 See Notes to Statement of Revenues, Expenditures and Changes in Fund Balances 3 Page 727 LANDSCAPE MAINTENANCE DISTRICTS #1 GENERAL CITY, #2 VICTORIA, #4R TERRA VISTA, #6R CARYN COMMUNITY, AND #7 NORTH ETIWANDA, STREET LIGHTING MAINTENANCE DISTRICT #2 RESIDENTIAL, AND PARK AND RECREATION IMPROVEMENT DISTRICT #85 CITY OF RANCHO CUCAMONGA STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES YEAR ENDED JUNE 30, 2021 Landscape Street Lighting Park and Maintenance Maintenance Recreation District #7 District #2 Improvement North Etiwanda Residential District #85 Revenues: Taxes $ 950,482 $ 376,337 $ 1,163,371 Charges for services 790 - 14,947 Use of money and property 56,167 (14,367) 128,455 Contributions from General Fund: General benefit contribution - - - General benefit equivalent - 251,284 49,147 Contributions from other funds 376 1,900 9,234 Miscellaneous - - - Total Revenues 1,007,815 615,154 1,365,154 Expenditures: Personnel services 207,008 - 144,979 Operating costs: Operations and maintenance 24,333 62,476 29,762 Contract services 400,822 610 262,036 Tree maintenance 52,851 - 26,102 Utilities 308,700 284,656 258,661 Assessment administration 16,130 38,080 144,590 Interfund allocation - - - General overhead allocation 104,930 1,920 54,780 Capital outlay - - 113,204 Debt service: Principal retirement - 216,188 - Interest and fiscal charges - 35,988 - Total Expenditures 1,114,774 639,918 1,034,114 Net Change in Fund Balances (106,959) (24,764) 331,040 Fund Balances, Beginning of Year, as originally reported 1,420,388 1,042,796 2,860,348 Fund Balances, End of Year $ 1,313,429 $ 1,018,032 $ 3,191,388 See Notes to Statement of Revenues, Expenditures and Changes in Fund Balances 4 Page 728 LANDSCAPE MAINTENANCE DISTRICTS #1 GENERAL CITY, #2 VICTORIA, #4R TERRA VISTA, #6R CARYN COMMUNITY, AND #7 NORTH ETIWANDA, STREET LIGHTING MAINTENANCE DISTRICT #2 RESIDENTIAL, AND PARK AND RECREATION IMPROVEMENT DISTRICT #85 CITY OF RANCHO CUCAMONGA, CALIFORNIA NOTES TO STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES FOR THE YEAR ENDED JUNE 30, 2021 Note 1: Description of the Reporting Entity The City of Rancho Cucamonga was incorporated on November 30, 1977, under the laws of the State of California and enjoys all the rights and privileges applicable to a General Law City. It is governed by an elected five -member board. The City of Rancho Cucamonga, California, has formed certain maintenance districts and authorized the levy of assessments pursuant to the terms and provisions of the "Landscaping and Lighting Act of 1972," being Division 15, Part 2 of the Streets and Highways Code of the State of California (commencing with Section 22500). The City levies annual assessments to finance the costs and expenses necessary for maintenance and improvements in each assessment district. The City cannot levy and collect annual assessments within an assessment district without complying with the procedures specified in the Landscaping and Lighting Act of 1972. On an annual basis, an Engineer's Report must be prepared for each assessment district which contains a full and detailed description of the improvements and the proposed assessments upon assessable lots and parcels of land within the district. The City Council must also adopt a resolution of intention which: Declares the intention of the City Council to levy and collect assessments within the assessment district for the fiscal year stated therein. Generally, describes the existing and proposed improvements and any substantial changes proposed to be made in existing improvements. Refers to the assessment district by its distinctive designation and indicates the general location of the district. Refers to the Engineer's Report for a full and detailed description of the improvements, the boundaries of the assessment district and any zones therein, and the proposed assessments upon assessable lots and parcels of land within the district. Gives notice of the time and place for public hearing by the City Council on the levy of the proposed assessment. • States whether the assessment is proposed to increase from the previous year. The improvements forthe districts include, but are not limited to turf, ground cover, planter beds, shrubs, plants and trees, landscape lighting, irrigation systems, electrical energy for irrigation controllers, hardscapes, entry signs, sound walls, and all associated appurtenant facilities. A description of the specific improvements to be maintained and serviced within each assessment district is set forth in the Annual Engineer's Report. Maintenance may include the furnishing of services and materials for the ordinary and usual maintenance, operation, and servicing of any improvement, including repair, removal, or replacement of all or any part of any improvement; providing for the life, growth, health, and beauty of landscaping, including cultivation, irrigation, trimming, spraying, fertilizing, or treating for disease or injury; the removal of trimmings, rubbish, debris, and other solid waste; the cleaning, sandblasting, and painting of walls and other 5 Page 729 LANDSCAPE MAINTENANCE DISTRICTS #1 GENERAL CITY, #2 VICTORIA, #4R TERRA VISTA, #6R CARYN COMMUNITY, AND #7 NORTH ETIWANDA, STREET LIGHTING MAINTENANCE DISTRICT #2 RESIDENTIAL, AND PARK AND RECREATION IMPROVEMENT DISTRICT #85 CITY OF RANCHO CUCAMONGA, CALIFORNIA NOTES TO STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES FOR THE YEAR ENDED JUNE 30, 2021 Note 1: Description of the Reporting Entity (Continued) improvements to remove or cover graffiti. Service may include the furnishing of electric current or energy, gas, or other illuminating agent for the lighting or operation of any improvements, and water for the irrigation of any landscaping, the operation of any fountains, or the maintenance of any other improvements. The accompanying statement of revenues, expenditures and changes in fund balances contains information relative only to the Landscape Maintenance Districts #1 General City, #2 Victoria, #4R Terra Vista, #6R Caryn Community, and #7 North Etiwanda, Street Lighting Maintenance District #2 Residential, and Park and Recreation Improvement District #85 of the City of Rancho Cucamonga, which are an integral part of the City of Rancho Cucamonga. Landscape Maintenance District No.1 General City (LMD 1) was formed in 1979 and consists of 8,395 single family homes, 10,282 multi -family units, and 8.83 acres of vacant land, seven parks, and trails. Landscape improvements provided in LMD 1 may include, but are not limited to: turf, ground cover, shrubs and trees, sprinkler and irrigation systems, ornamental lighting, drainage systems, masonry walls, entryway monuments, and associated appurtenances. These improvements include all necessary services; operations; administration; and maintenance required to keep the abovementioned improvements in healthy, vigorous, and satisfactory working condition. The assessment rates are as follows: Fiscal Year Fiscal Year Percentage 2020/21 2021/22 Change Single family home $ 92.21 $ 92.21 0.00% Condominium unit 46.11 46.11 0.00% Multi -family unit 46.11 46.11 0.00% Commercial/industrial parcel per acre 184.42 184.42 0.00% Victoria Neighborhood Parks and Landscape Maintenance District (LMD 2) was formed in 1982 and consists of 5,890 single family homes, 972 condominiums, 729 multi -family units, 57.97 acres of commercial/industrial, 75.28 acres of public service parcels, and 16.97 acres of vacant land, six parks, and trails. On June 5, 2013, a Proposition 218 ballot proceeding was held, and residents approved a rate increase. The assessment rates are as follows: Fiscal Year Fiscal Year Percentage 2020/21 2021/22 Change Single family home $ 503.80 $ 503.80 0.00% Condominium unit 370.98 370.98 0.00% Multi -family unit 352.66 352.66 0.00% Commercial/industrial parcel per acre 2,381.60 2,381.60 0.00% Public service parcel per acre 137.40 137.40 0.00% Undeveloped parcel per acre 100.76 100.76 0.00% 6 Page 730 LANDSCAPE MAINTENANCE DISTRICTS #1 GENERAL CITY, #2 VICTORIA, #4R TERRA VISTA, #6R CARYN COMMUNITY, AND #7 NORTH ETIWANDA, STREET LIGHTING MAINTENANCE DISTRICT #2 RESIDENTIAL, AND PARK AND RECREATION IMPROVEMENT DISTRICT #85 CITY OF RANCHO CUCAMONGA, CALIFORNIA NOTES TO STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES FOR THE YEAR ENDED JUNE 30, 2021 Note 1: Description of the Reporting Entity (Continued) Landscape Maintenance District No. 4R Terra Vista (LMD 4R) was formed in 1984 and consists of 2,652 single family homes, 1,249 condominiums, 4,001 multi -family, 35.41 acres of schools, 176.41 acres of commercial/industrial, and 61.08 acres of vacant land. On December 2, 2009, a Proposition 218 ballot proceeding was held, and residents approved a rate increase. The assessment rates are as follows: Fiscal Year 2020/21 Single family home $ 397.15 Condominium unit 317.72 Multi -family unit 278.01 Commercial/industrial parcel per acre 1,290.74 Undeveloped parcel per acre 99.29 School parcel per acre 99.29 Fiscal Year Percentage 2021/22 Change 397.15 0.00% 317.72 0.00% 278.01 0.00% 1,290.74 0.00% 99.29 0.00% 99.29 0.00% Landscape Maintenance District No. 6R Caryn Community (LMD 6R) was formed in 1986 and consists of 966 single family homes in Zone 1, 310 single family homes in Zone 2, 1.34 acres of schools, and 0.00 acres of vacant land. On September 1, 2010, a Proposition 218 ballot proceeding was held, and residents approved a rate increase. The assessment rates are as follows: Fiscal Year 2020/21 Single family home - Zone 1 $ 451.92 Single family home - Zone 2 338.94 School parcel per acre 112.98 Undeveloped parcel per acre 112.98 Fiscal Year Percentage 2021/22 Change 462.07 2.25% 346.55 2.25% 115.52 2.25% 115.52 2.25% Landscape Maintenance District No. 7 North Etiwanda (LMD 7) was formed in 1989 and currently consists of 3,092 single family homes. The assessment rates are as follows: Fiscal Year Fiscal Year Percentage 2020/21 2021/22 Change Single family home $ 307.05 $ 307.55 0.00% Street Lighting Maintenance District No. 2 Residential (SLD 2) was formed in August 1983 and consists of 7,320 single family homes, 2,053 multi -family units, and 35.16 acres of non-residential land. The SLD 2 assessments pay for energy and maintenance for streetlights within the public right-of-way and dedicated easements within the boundaries of SLD 2. 7 Page 731 LANDSCAPE MAINTENANCE DISTRICTS #1 GENERAL CITY, #2 VICTORIA, #4R TERRA VISTA, #6R CARYN COMMUNITY, AND #7 NORTH ETIWANDA, STREET LIGHTING MAINTENANCE DISTRICT #2 RESIDENTIAL, AND PARK AND RECREATION IMPROVEMENT DISTRICT #85 CITY OF RANCHO CUCAMONGA, CALIFORNIA NOTES TO STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES FOR THE YEAR ENDED JUNE 30, 2021 Note 1: Description of the Reporting Entity (Continued) The assessment rates are as follows: Fiscal Year Fiscal Year Percentage 2020/21 2021 /22 Change Single family home $ 39.97 $ 39.97 0.00% Multi -family unit 39.97 39.97 0.00% Commercial/industrial parcel per acre 79.94 79.94 0.00% Park and Recreation Improvement District No. 85 Red Hill and Heritage Park District (PD 85) was formed in April 1985. PD 85 is a combination Improvement and Maintenance District. This special tax was issued to pay for bonds that were sold in 1985 and refinanced in 1993. The bonds that were sold for the construction of the parks have been paid off as of 2005. However, all parcels in PD 85 will continue to be assessed for the on -going maintenance of both parks. The boundary of PD 85 is citywide except properties within the planned communities. The assessment rates are as follows: Fiscal Year Fiscal Year Percentage 2020/21 2021/22 Change Single family home $ 31.00 $ 31.00 0.00% Condominium unit 31.00 31.00 0.00% Multi -family unit 31.00 31.00 0.00% Commercial/industrial parcel <1.50 acres 15.50/Lot 15.50/Lot 0.00% 1.51 - 3.50 acres 46.50/Lot 46.50/Lot 0.00% 3.51 - 7.00 acres 108.50/Lot 108.50/Lot 0.00% 7.01 - 14.00 acres 217.00/Lot 217.00/Lot 0.00% 14.01 - 25.00 acres 434.00/Lot 434.00/Lot 0.00% >25.01 acres 775.00/Lot 775.00/Lot 0.00% Note 2: Measurement Focus, Basis of Accounting and Financial Statement Presentation The statement of revenues, expenditures and changes in fund balances is reported using the current financial resources measurement focus and the modified accrual basis of accounting. Revenues are recognized as soon as they are both measurable and available. Revenues are considered to be available when they are collectible within the current period or soon enough thereafter to pay liabilities of the current period. For this purpose, the government considers revenues to be available if they are collected within 60 days of the end of the current fiscal period. Expenditures are generally recorded when a liability is incurred, as under accrual accounting except for sales tax and grant revenue where the government considers revenue to be available if collected within 180 days of the end of the current fiscal year period. However, debt service expenditures, as well as expenditures related to compensated absences and claims and judgments, are recorded only when payment is due. 8 Page 732 LANDSCAPE MAINTENANCE DISTRICTS #1 GENERAL CITY, #2 VICTORIA, #4R TERRA VISTA, #6R CARYN COMMUNITY, AND #7 NORTH ETIWANDA, STREET LIGHTING MAINTENANCE DISTRICT #2 RESIDENTIAL, AND PARK AND RECREATION IMPROVEMENT DISTRICT #85 CITY OF RANCHO CUCAMONGA, CALIFORNIA NOTES TO STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES FOR THE YEAR ENDED JUNE 30, 2021 Note 2: Measurement Focus, Basis of Accounting and Financial Statement Presentation (Continued) Assessment Revenue Assessment revenue is recognized on the modified accrual basis, that is, in the fiscal year for which the assessments have been levied providing they become available. Available means then due, or past due and receivable within the current period and collected within the current period or expected to be collected soon enough thereafter to be used to pay liabilities of the current period. The County of San Bernardino collects the assessments for the Districts. Assessment liens attach annually as of 12:01 A.M. on the first day in January proceeding the fiscal year for which the assessments are levied. Assessments are levied on real property as it exists on that date. The assessment levy covers the fiscal period July 1 to June 30.One-half of the assessment is due November 1; the second half of the assessment is due February 1. All assessments are delinquent if unpaid on December 10 and April 10, respectively. Fund Type The Landscape Maintenance District #1 General City, #2 Victoria, #4R Terra Vista, #6 Caryn Community, and #7 North Etiwanda, Street Lighting Maintenance District #2, and Park and Recreation Improvement District #85 funds included in this report are accounted for in the City's financial records as special revenue funds. Special revenue funds account for and report the proceeds of specific revenue sources that are restricted or committed to expenditures for specified purposes. Special revenue funds are designed to help determine and demonstrate resources that must be used for a specified purpose are, in fact, used for that purpose. Note 3: Contributions from General Fund A General Benefit Contribution quantifies the dollar value of a general benefit to parcels within a district which is required by law to be funded from sources other than special assessments. This general benefit is contributed from general revenues by the City's General Fund. In the event a district is operating at a deficit, lacks the resources for necessary maintenance or maintains insufficient operating reserves, a General Benefit Equivalent may be authorized by the City Council through the annual budget process. Per City policy, the amount of the General Benefit Equivalent will not exceed 11 % of the adjusted total budget of the district under consideration for the subsidy. Note 4: Advances from City On August 16, 2017, the City Council authorized an advance of $4,286,054 from the General Fund to the Street Lighting Maintenance District #2 Fund to provide funding for the purchase and acquisition of Southern California Edison owned streetlights, the installation of LED lighting to streetlights, and other one-time costs necessary to inventory the streetlights. The advance was completed in phases and bears interest at 1.0% on the outstanding balance. The advance is payable in monthly installments and the final payment will occur in August 2037. At June 30, 2021, the outstanding balance amounted to $3,481,246. 9 Page 733 LSUe !!! !.0! !! INDEPENDENT AUDITORS' REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING AND ON COMPLIANCE AND OTHER MATTERS BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS To the Community Parks and Landscape Citizens' Oversight Committee City of Rancho Cucamonga, California We have audited, in accordance with the auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards issued by the Comptroller General of the United States, the statement of revenues, expenditures and changes in fund balances of Landscape Maintenance Districts #1 General City, #2 Victoria, #4R Terra Vista, #6R Caryn Community, and #7 North Etiwanda, Street Lighting Maintenance District #2 Residential, and Park and Recreation Improvement District #85 (collectively, the Districts), of the City of Rancho Cucamonga, California (the City), for the year ended June 30, 2021, and the related notes to statement of revenues, expenditures and changes in fund balances, and have issued our report thereon December 10, 2021. Internal Control over Financial Reporting In planning and performing our audit of the statement of revenues, expenditures and changes in fund balances, we considered the City's internal control over financial reporting (internal control) as a basis for designing audit procedures that are appropriate in the circumstances for the purpose of expressing our opinions on the statement of revenues, expenditures and changes in fund balances, but not for the purpose of expressing an opinion on the effectiveness of the City's internal control. Accordingly, we do not express an opinion on the effectiveness of the City's internal control. A deficiency in internal control exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, misstatements on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control, such that there is a reasonable possibility that a material misstatement of the Districts' statement of revenues, expenditures and changes in fund balances will not be prevented, or detected and corrected on a timely basis. A significant deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a material weakness, yet important enough to merit attention by those charged with governance. Our consideration of internal control was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control that might be material weaknesses or, significant deficiencies. Given these limitations, during our audit we did not identify any deficiencies in internal control that we consider to be material weaknesses. However, material weaknesses may exist that have not been identified. ATTACHMENT 3 PrimeGlobal n` Page 734 LS U0:"" To the Community Parks and Landscape Citizens' Oversight Committee City of Rancho Cucamonga, California Compliance and Other Matters As part of obtaining reasonable assurance about whether the Districts' statement of revenues, expenditures and changes in fund balances are free from material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements, noncompliance with which could have a direct and material effect on the statement of revenues, expenditures and changes in fund balances. However, providing an opinion on compliance with those provisions was not an objective of our audit, and accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance or other matters that are required to be reported under Government Auditing Standards. Purpose of this Report The purpose of this report is solely to describe the scope of our testing of internal control and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the City's internal control or on compliance. This report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the City's internal control and compliance. Accordingly, this communication is not suitable for any other purpose. Brea, California December 10, 2021 Page 735 DATE: June 15, 2022 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 Chris Ellis, Assistant Engineer SUBJECT: Consideration to Receive and File an Update for Estacia Street, et al. Residential Permit Parking District and Consider a Resolution Amending the Estacia Street, et al. Residential Permit Parking District to extend the Duration of the Parking District by One Year and Add Stafford Street and Malvern Avenue East of Hermosa Avenue Pursuant to Municipal Code Section 10.50. (RESOLUTION NO. 2022-077) (CITY) RECOMMENDATION: Staff recommends that the City Council: 1. Adopt the attached resolution to amend the Estacia Street, et al. Residential Permit Parking District to add Stafford Street and Malvern Avenue east of Hermosa Avenue; 2. Waive fees for the first issuance of permits for the proposed amendment to the residential permit parking district; and 3. Extend the parking restrictions for the entirety of the Estacia Steet, et al. residential permit parking district for one year. BACKGROUND: In May of 2021, staff was contacted by multiple residents of the neighborhoods generally located north of Foothill Boulevard and east and west of Hermosa Avenue (Tract 5591 and 9153) comprised of Estacia Street, Elmhurst Avenue, Stafford Street, Effen Street, Dorset Court, Malvern Avenue and Cambridge Avenue (see Attachment 1). Residents expressed concerns with overflow on -street parking in their neighborhood from the nearby Arte apartment complex and the neighborhood impacts that had accompanied this overflow parking, including occupation of limited on -street parking, littering and animal waste, and illegal activity including altercations involving those parking in the neighborhood. Following a neighborhood meeting in June 2021 and additional conversations with staff, the City received a petition requesting the creation of a Residential Permit Parking District consisting of the area west of Arte pursuant to Rancho Cucamonga Municipal Code Section 10.50 that would restrict legal access to on -street parking in the neighborhood to residents and their guests displaying City -issued permits. A petition from the neighborhood east of Hermosa Avenue was not received at the time. The City Council held a public hearing on September 15, 2021, to consider the petition. A second public hearing was held on October 20, 2021. During these hearings, the City Council received testimony from residents of both the affected neighborhood and Arte along with members of the property management team for Arte on the impacts of the overflow parking issue. Page 736 At the conclusion of the hearing on October 20, 2021, the City Council adopted Resolution No. 2021-119 creating the Estacia Street, et al. Residential Permit Parking District, which included Estacia Street, Elmhurst Avenue, Stafford Street, Effen Street, and Cambridge Avenue, and later amended the resolution to include Dorset Court west of Hermosa Avenue. In April of this year, staff was contacted by a resident who lives on Stafford Street, in the neighborhood north of the Arte apartment complex and east of Hermosa Avenue, requesting that the district be expanded to include Stafford Street between Hermosa Avenue and Center Avenue along with the four residences on Malvern Avenue. The resident expressed concerns that were similar to the concerns raised by residents of the neighborhood west of Hermosa Avenue prior to the establishment of the parking district. ANALYSIS: While the resident living on Stafford Street had provided an initial petition to staff, a wider area of signatures along with additional information was needed to evaluate the request. Given the prior concerns raised by those in this neighborhood, staff sought to contact each residence facing Stafford Street and the short block of Malvern Avenue between Stafford Street and Dorset Street. On June 6, 2021, staff had obtained a petition signed by 26 of 33 residents (78%) on Stafford Street and Malvern Avenue indicating their desire to be added to the previously created Estacia Street, et al. Residential Permit Parking District. Staff has verified the signatures on the petition and finds that it is supportive of the required findings for the creation of a residential permit parking district. It should be noted that the residences on the northwest and southwest corners of Center Avenue and Stafford Street did not sign the petition. However, since these houses face Center Avenue which allows for on -street parking, staff has not included them in the count to determine the percentage of residences requesting the district. Chapter 10.50.020 of the Municipal Code requires that the City Council make the following findings prior to the adoption of a resolution creating a residential permit parking district: A. Vehicles, operated by persons whose destinations are outside the proposed parking district, do or may substantially and regularly interfere with the use of the majority of available parking spaces for use of residents within the proposed permit parking district; Based on prior statements along with residents requesting the addition to the permit parking district, vehicles are regularly parked on Stafford Street and Malvern Avenue by those visiting or living at the Arte apartment complex. This is consistent with staffs observations and statements made during the prior hearings related to the district. B. The interference by such vehicles occurs at regular and significant daily or weekly intervals; The interference of on -street parking is occurring significantly and daily. C. That such vehicles being driven or parked in the area of the proposed permit parking district cause or are the source of unreasonable noise, traffic hazards, environmental pollution, parking availability for residents, or devaluation of real property in such proposed district; Vehicles from outside the community have created impacts including a reduction of parking available for residents, litter, and concerns for public safety leading to potential Page 2 Page 737 devaluation of real property. D. That 75% of the residents within the proposed district desire, agree, or request permit parking privileges (unless established by City Council action in absence of a petition); The petition requesting the creation of the residential permit parking district is supported by 26 out of 33 residences on Stafford Street and Malvern Avenue seeking to be added into the existing Estacia Street, et al. Residential Permit Parking District (see Attachment 2), which is 78% of the residents within the proposed district addition. E. That no unreasonable displacement of vehicles will result in surrounding residential areas; With the inclusion of Stafford Street and Malvern Avenue, the proposed residential permit parking district consists of streets east and west of Hermosa Avenue. There are commercial uses and apartments south of the proposed parking district along Foothill Boulevard whose customers and residents would not be eligible to obtain permits since they would not be part of the district. There is also a single-family neighborhood to the north of the proposed district addition. However, staff has not received a petition requesting a permit parking district from this neighborhood. Should the implementation of the proposed district result in displaced parking that is of concern to residents north of Stafford Street, staff will assist them with processing a request for a similar parking district. F. That no alternative solution, other than the establishment of the permit parking district, is practical. Staff worked with members of the community to explore other options for parking restrictions, such as time -specific restrictions of parking, complete restrictions of parking, and different boundaries for the proposed permit parking district among others but these options did not satisfy the needs of the neighborhood. Continued enforcement of the violations occurring on the streets within the proposed permit parking district has also proved to be costly and ineffective in discouraging further violations. It was determined the requested residential permit parking district is the most appropriate and practical solution to address these impacts. The installation of "permit parking only" signs would allow patrolling officers to cite or tow violators at their discretion depending on circumstances including the extent of violations, persistence of violations, and availability of resources. Residential permit parking districts have been created and proven to be effective in several areas of the City. The expanded permit parking district is anticipated to alleviate the impacts to the neighborhood and protect its quality of life. District Status Update and Extension Request At the creation of the Estacia Street, et al. Residential Permit Parking District, the City Council set a 6-month timeline for staff to work with the management and ownership of the Arte apartment complex in an effort to resolve the on -street parking issues through updates to the complex's parking management plan and to re-evaluate the continued need for the district's restrictions. Following the establishment of the district and pursuant to Special Planning Condition of Approval #3 of the Planning Commission's Resolution No.'s 16-49 and 16-51 approving the Arte's development, the Planning Director prepared and imposed a revised Parking Management Plan (Revised PMP) for Arte on February 24, 2022. This plan incorporated a number of efforts required Page 3 Page 738 to document and increase the on -site or remote off-street parking capacity to mitigate the impacts in the surrounding neighborhood. An administrative hearing on the Revised PMP was requested by the property owner and held on March 30, 2022. Based on the information received during the administrative hearing on May 9, 2022, the Planning Director issued a determination upholding his prior decision to issue the Revised PMP. The determination letter did acknowledge Arte's commitment to preparing an updated parking study and to widen Hermosa Avenue to close any parking gap identified in the updated study. Staff received the updated parking study on May 15, 2022 from Arte and has performed an initial review. The study indicates that there is a surplus of on -site parking spaces after accounting for on -street parking observed during the study period, however it notes that the assignment of parking spaces through tenant leases on a uniform basis is likely leading to an underutilization of the supply of on -site parking. In order to address this noted underutilization, the study recommends that Arte realign its parking management policies and leases to make assigned but unused parking spaces available for use by other tenants. The study's findings of a surplus initially seem counterintuitive when compared with observations by staff and residents of the surrounding neighborhood. To verify these findings and determine whether the recommendations provided by the parking consultant will be effective in resolving the off -site parking issue, staff will need to further review the updated study and explore the recommendations with Arte's ownership alongside the current requirements of the Revised PMP. In addition to the continued efforts to seek resolution of the off -site parking issues with Arte over the past several months, staff surveyed the neighborhood currently covered by the permit parking district in January 2022, approximately 2 months after the district's establishment. Based on the survey, staff has found that since the establishment of the district, concerns related to impacts from on -street parking by vehicles outside of the neighborhood have been reduced. Further, it was found that residents within the district were predominantly satisfied with the outcomes. Approximately, 75% of survey participants stated that they felt the number of cars parked in the neighborhood had decreased and 76% stated they noticed fewer neighborhood impacts (trash, crime, etc.) since the permit parking district has been in effect. Due to the success of the Estacia Street, et al. Residential Permit Parking District, staff is recommending the district not only be amended to include the additional area outlined in Attachment 2 but also that the City Council extend the district permit parking restrictions for one year. This extension will allow for staff to continue the dialog with Arte's ownership and to allow additional time for implementation of the Revised PMP to occur and their effectiveness to be evaluated. Outreach In order to ensure that status updates and changes related to parking in and around the neighborhoods surrounding the Arte apartment complex are well communicated with those that they affect, staff has distributed a door hanger with a link to the City Council agenda and this staff report to the residences of both the existing and proposed expanded permit parking district. Further, staff has provided the same information to the representative for Arte's ownership via email. FISCAL IMPACT: The fiscal impact of this action would be minor, consisting of the cost of parking passes, installation of signs, and the associated administration of the permit parking program for an additional 33 residences. The City already has several permit parking districts and this district would adopt the same policies and procedures. Page 4 Page 739 COUNCIL MISSION / VISION / GOAL(S) ADDRESSED: The creation of the proposed permit parking district addresses the City Council's vision for the City by establishing programs that maintain the high quality of life in local neighborhoods that promote a world class community. ATTACHMENTS: Attachment 1 - Vicinity Map Attachment 2 — Petition Map Attachment 3 — Resolution Page 5 Page 740 VICINITY MAP _ •suer St y ti °f c N C `° Q Sunburst[ _ Pal- Alt- 5t Y j } r paloq } Fo 6 W � St a Cr�Pk¢ c � � r�d9E Balsa =. z � Sr > gals. SL Oakv ,K Q Elemer.ntary djtOOfi 5i;hQQI st 0 - W w Churth Street - N Park CHURCH STREET Cdnnnrt EXISTING PARKING a' DISTRICT BOUNDARY W b o z , W PROPOSED PARKING > li—ley Or Q DISTRICT BOUNDARY Culamvnga z Valley Water W> District _i -; St Q '4irmck St r3Yy —_ c Effeil 5t Effen St 7-Eleven w .{ x n Five Guys w "— ❑ors et St Burgers and 3 6 _ 3 3 C y C Fries lira FFn �d S1 a 51 St b m ReglS CL E5[atla St Plate Kitchen Chill's FOOTHILL BOULEVARD &Floor E 0 E v m a m actlWe s L } rn o<d Hampshire St S trafi ATTACHMENT 1 Page 741 KEY: 0 YES - (26/33) - 78 / DID NOT SIGN - (9/33) 1 NO - (0/33) - 0% HOUSE FACING CENTER AVENUE (DID NOT SIGN) , -- _ " PETITION MAP PROPOSED ADDITION OF STAFFORD STREET AND MALVERN AVENUE TO THE ESTACIA STREET, ET AL PERMIT PARKING DISTRICT aim n skIN . �•„ 1 irk > - y z� ass PROPOSED ADDITION TO PARKING DISTRICT BOUNDARY ATTACHMENT 2 Page 742 RESOLUTION NO. 2022-077 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, ADDING STAFFORD STREET BETWEEN HERMOSA AVENUE AND CENTER AVENUE AND MALVERN AVENUE BETWEEN STAFFORD STREET AND DORSET COURT TO THE EXISTING " ESTACIA STREET, ET AL." PERMIT PARKING DISTRICT AND EXTENDING THE DURATION OF THE DISTRICT BY ONE YEAR IN ACCORDANCE WITH THE PROVISIONS OF CHAPTER 10.50 OF THE RANCHO CUCAMONGA MUNICIPAL CODE A. Recitals California Vehicle Code Section 22507 allows a general law city to establish by resolution a preferential parking program by which there is a designation of certain streets upon which preferential parking privileges are given to residents adjacent to the streets for their use and the use of their guests. 2. Chapter 10.50 of the Rancho Cucamonga Municipal Code permits the establishment of a Permit Parking District in an area in which vehicles operated by persons whose destinations are outside of the proposed Permit Parking District substantially and regularly interfere with the use of the majority of available parking spaces for use by residents. 3. Attached hereto as Exhibit A is a map of an area herein referred to as "Estacia Street, et al." and also hereinafter referred to as the "Parking District" in which vehicles operated by persons whose destination is outside of the boundaries of the proposed district, substantially and regularly interfering with the use and availability of parking spaces in the Parking District. 4. Substantial evidence has been presented to this Council demonstrating that the persons referred to in Recital 3 above, not only occupy a majority of the parking spaces in the Parking District, but also block access to the Parking District's residences, disrupt delivery of mail and packages, and deposit trash and litter within the Parking District, and that these activities occur at regular and significant intervals. 5. It is the purpose of this Resolution to amend the Parking District to add Stafford Street between Hermosa Avenue and Center Avenue and Malvern Avenue between Stafford Street and Dorset Court to the existing Estacia Street, et al. Residential Permit Parking District. 6. The Parking District is an area within which parking shall be limited at all times to parking by residents of that Parking District, their guests, and those persons exempt from that limitation pursuant to Rancho Cucamonga Municipal Code Section 10.50.100. 7. Pursuant to Rancho Cucamonga Municipal Code Section 10.50.040, the residents of the proposed Permit Parking District's petition shall be submitted before the City Resolution No. 2020-119 -Page 1 of 6 ATTACHMENT 3 Page 743 Council with the City Engineer's Recommendation and Report which is attached hereto as Exhibit B and made a part hereof. 8. All legal prerequisites to the adoption of this Resolution have been satisfied. B. Resolution NOW, THEREFORE, it is hereby found, determined, and resolved by the City Council of the City of Rancho Cucamonga as follows: 1. This Council hereby finds that all the facts stated in Part A of this Resolution are true and correct. 2. Based on substantial evidence presented to this City Council including the evidence contained in the staff report, the City Council further finds and determines as follows: A. Vehicles operated by persons whose destinations are outside of the Parking District as defined in Subsection 10.50.020(A) of the Rancho Cucamonga Municipal Code substantially and regularly interfere with the use of the majority of parking spaces for use of residents within the Parking District; B. The interference by the vehicles referred to in Paragraph 2(A) above occurs at regular and significant intervals; C. The vehicles referred to in Paragraph 2(A) above cause and are the source of unreasonable noise, traffic hazards, and environmental pollution within the Parking District; D. A petition of the Residents of the proposed Permit Parking District has been received by the City Engineer and said petition was confirmed to have more than 75% of the Residents agree to the establishment of the Permit Parking District. E. No unreasonable displacement of vehicles operated by persons whose destination is outside of the Parking District will result into surrounding residential areas; and F. No alternative solution, other than the establishment of the Permit Parking District is feasible or practical. 3. Based on the findings set forth in Paragraph 2 above, the duration of the Parking District is hereby extended by one year to and including June 15, 2023 pursuant to the provisions of Chapter 10.50 of the Rancho Cucamonga Municipal Code and parking therein will continue to be restricted to those residents and their guests possessing permits issued by the City Engineer or his designee and those exempt pursuant to Rancho Cucamonga Municipal Code Section 10.50.100. Notwithstanding the foregoing, the Parking District shall remain in effect until the City Council takes action to formally rescind the Parking District, which may result in the Parking District remaining in effect after June 15, 2023. 4. Based on the findings set forth in Paragraph 2 above, the geographic boundaries of the Parking District are hereby amended to incorporate Stafford Street between Resolution No. 2022-077 - Page 2 of 6 Page 744 Hermosa Avenue and Center Avenue and Malvern Avenue between Stafford Street and Dorset Court. 5. The City Engineer's Recommendation and Report has been submitted and the City Council accepts and approves said Recommendation and Report inclusive of Cost of Parking Permits. 6. The City Engineer is hereby instructed to immediately cause appropriate signs to be placed and posted within the Parking District indicating the parking limitations extended and established by this Resolution and to implement and administer the permit process specified in Rancho Cucamonga Municipal Code Sections 10.50.070 and 10.50.080. 7. The City Clerk shall certify to the adoption of this Resolution. Resolution No. 2022-077 - Page 3 of 6 Page 745 EXHIBIT A "Estacia Street et al." Permit Parking District The proposed district includes the houses fronting Estacia Street, Elmhurst Avenue, Stafford Street, Effen Street, Dorset Court and Cambridge Avenue between Hermosa Avenue and Ramona Avenue as well as Stafford Street between Hermosa Avenue and Center Avenue and Malvern Avenue between Stafford Street and Dorset Street and shall restrict parking on both sides of these streets to vehicles with valid permits or exemptions as defined by the Rancho Cucamonga Municipal Code. ■ ■ ■ ■ ■ ■ I i •�lkelA�w■■AAbS!■■■■■■iql.ds„!■■■■■slll,dqsF1■■■■■■■'WdAF■■■■■■■1",r■■■■54�16,d4 9- 9 • Estacia Street, et al. Residential Permit Parking District per Resolution 2021-119 ■ ■ ■ ■ ■ ■ ■ ■ ■ Proposed addition to the Estacia Street, et al Residential Permit Parking District Resolution No. 2022-077 - Page 4 of 6 � IAaBie Page 746 10500 Civic Center Drive I Rancho Cucamonga, CA 91 730 1 909.477,2700 1 www.CityofRC.us EXHIBIT B Engineer's Recommendations PERMIT PARKING DISTRICTS PERMIT PARKING DISTRICT PROGRAM The Parking Permit District Program is governed by Section 10.50, "Permit Parking Districts" of the City of Rancho Cucamonga Municipal Code and allows residents of a Permit Parking District special permits that exempt them and their guests from certain on -street parking restrictions. REQUESTING A PERMIT PARKING DISTRICT Requests for creation of a Permit Parking District may be made by submitting a petition signed by at least seventy-five percent (75%) of the residents (one vote per address) within the boundaries of the proposed district (as designated in the petition) to the Engineering Services Department. All requests will be reviewed for conformance with program requirements defined in Section 10.50, "Permit Parking Districts" of the City of Rancho Cucamonga Municipal Code including the following required findings: • Vehicles, operated by persons whose destinations are outside the proposed parking district, do or may substantially and regularly interfere with the use of the majority of available parking spaces for use of residents within the proposed permit parking district; • The interference by commuter vehicles occurs at regular and significant daily or weekly intervals; • That such vehicles being driven or parked in the area of the proposed permit parking district cause or are the source of unreasonable noise, traffic hazards, environmental pollution, parking availability for residents, or devaluation of real property in such proposed district; • That 75 percent of the residents within the proposed district desire, agree or request permit parking privileges (unless established by city council action in absence of a petition); • That no unreasonable displacement of commuter vehicles will result into surrounding residential areas; • That no alternative solution, other than the establishment of the permit parking district, is feasible or practical. Upon completion of this review, City staff will inform applicants of their findings. Requests that meet program requirements will be forwarded to the City Council for consideration. The City Council may establish the requested Permit Parking District by adoption of a resolution. LIMITATIONS A parking permit does not exempt a vehicle from Section 10.44.130, "Storage of Vehicles upon Streets", of the City of Rancho Cucamonga Municipal Code. According to Section 10.44.130, a vehicle may not park in the same parking space on a public street for more than seventy-two (72) consecutive hours. As well, parking permits do not exempt a vehicle from Section 10.64.030 "Parking Restriction", of the City of Rancho Cucamonga Municipal Code. According to Section 10.64.030, it is unlawful for any person to park or store any house car, trailer, camp trailer, trailer coach, camper, or boat upon any public street or highway or alley within the City for longer than one hour between the hours of 2:00 AM and 6:00 AM on any day. Residential Parking Permit Program Updated: 7/26/2021 Resolution No. 2020-119 -Page 5 of 6 Page 1 Page 747 TYPES OF PERMITS AND PROPER DISPLAY The City currently issues a mirror -hanger style permit which shall be hung from the inside rear view mirror, visible from the front of the vehicle. Temporary guest parking permits are to be placed on the dashboard with the printed side visible from the front of the vehicle. OBTAINING PARKING PERMITS Residents living within the boundaries of an established Permit Parking District may apply for parking permits. Proof of residency less than 30 days old is required upon application for permits. A maximum of five (5) parking permits may be issued to residents of a single dwelling unit. Requests for more than five (5) parking permits per address are subject to review by the City Engineer. Parking permits may be obtained in person Monday through Thursday, 7:00 AM to 6:00 PM at City Hall, located at 10500 Civic Center Drive, Rancho Cucamonga, CA 91730 or by mailing a copy of your information to the Engineering Services Department at the address listed below. Residents must provide proof of residency less than 30 days old in one of the following forms (originals will be reviewed for proof of residency and returned to the requestor): Current utility bill, bank statement, credit card bill, or other bill statement that was sent through the mail on a monthly billing cycle Rental/lease agreement signed within the last 30 days Proof of property ownership, tax bill or new escrow papers EXPIRATION Parking permits are valid for a period of up to five (5) years. Parking permits currently being issued will expire on July 31, 2025. COSTS • Parking Permit • Replacement of lost, stolen, or damaged permits • Temporary Guest Parking Permit $10 for the first vehicle plus $2 for each additional vehicle (maximum of 5) when registered all at the same time. $10 each Free The cost listed for parking permits is based on the cost of materials and staff time to manage the program and for keeping records. Costs are subject to change. TEMPORARY GUEST PARKING PERMITS Residents living within the boundaries of an established Permit Parking District may apply for Temporary Guest Parking Permits which are valid for one day. If a resident desire more than fifty (50) Temporary Guest Parking Permits for a special event, the resident may apply for a special event permit that will temporarily suspend the need for visitors to display a parking permit. Staff may require that the resident fulfill special conditions, such as notifying neighbors of the special event, and covering the permit parking district regulation signs. FINE FOR PARKING VIOLATIONS Fine per violation PROGRAM CONTACT INFORMATION $50 (Fines are subject to change) City of Rancho Cucamonga / Engineering Services Department P. O. Box 807 Rancho Cucamonga, CA 91730 (909) 477-2700 Residential Parking Permit Program Updated: 7/26/2021 Page 2 Resolution No. 2020-119 -Page 6 of 6 Page 748 Estacia Street, et al. Residential Permit Parking District , I I I chatrer College School ' �t 9anpXt C Lemon Ave V n4-Q, GrI Or la Victoria sz Grapeland� a Y V p Rancho ♦ Cucamonga .� ♦ ♦ N Norwick St M' m � cr cl eD Y Effen St m 9 3 C N Estacia St QI�*� 1[if�hsn LM Ashford St o, b m Norwick St n Effen St > f� Dorset St wa mm� — 5taiW -X St Rq History - . - • • May 2021 Neighborhood Contacts City Staff June 2021 Neighborhood Meeting September 2021 Public Hearing October 2021 Public Hearing Creation of Permit Parking District November 2021 Amendment to Include Dorset Activities Since October Action Items_am I Parking Management Plan Updated by City Planner V Revised Plan Upheld Following Admin. Appeal *N Parking Study Updated by Arte (Under Review) *V, Survey of Permit Parking District Residents KEY: ® YES - (26/33) — 789/. ♦ DID NOT SIGN - (9/33) NO - (0/33) — 0% HOUSE FACING CENTER AVENUE (DID NOT SIGN) LL a WE PETITION MAP PROPOSED ADDITION OF STAFFORD STREET AND MALVERN AVENUE TO THE ESTACIA STREET, ET AL PERMIT PARKING DISTRICT pr • = lase, k. 'k, + x a —r e�. PROPOSED ADDITION TO PARKING DISTRICT BOUNDARY w w IL I� Municipal Code Section 10.50.020 Designation of permit parking districts A. Drivers who don't live in the neighborhood are regularly occupying on -street parking in the neighborhood. B. Traffic hazards, environmental pollution, or devaluation of real property. C. Support from 75% of the residents within the proposed district (a signed petition) D. That no unreasonable displacement of vehicles will result into surrounding residential areas E. No practical alternative solutions Proposed Permit Parking District la I I chaffey College School �t 9anpXt C Lemon Ave V n4.JA GrI Or I .e- I ; Victoria St Grapelandl I a liV � ys r Rancho Cucamonga A AN' Norwick St M' cr a eD r ro Effen St m 9 3 C N �a Estacia St Qla*� 1[if�hsn LM Ashford St o, b m Norwick St n Effen St < f� Dorset St A — 5taiW -X St Rq Permit Parking District 1p, PARKIN BY PERMI ONLY VIOLATORS WILL BE TOWED wCmC,oso.,sa Obtaining Parking Permits • City will cover the initial cost for five (5) resident parking permits (exp. July 31, 2025) • These five (5) permits will be directly mailed to all addresses within the newly formed district. • Permits can be replaced if lost • Costs $10—First permit $2 — Each additional permit • Permits are available for guests Recommendation Staff recommends the City Council: 1. Adopt Resolution No. 2022-077 to amend the "Estacia Street, et al." residential permit parking district to add Stafford St. and Malvern Ave. east of Hermosa; 2. Waive fees for the first issuance of permits for the proposed amendment to the residential permit parking district; and 3. Extend the parking restrictions for the entirety of the Estacia Street, et al. Residential Permit Parking District for one year. DATE: June 15, 2022 TO: President and Members of the Board of Directors FROM: John R. Gillison, City Manager INITIATED BY: Mike McCliman, Fire Chief Noah Daniels, Finance Director Darci Vogel, Fire Business Manager Kelly Guerra, Special Districts Analyst SUBJECT: Public Hearing to Consider Adoption of a Resolution Making Determinations Regarding the Proposed Annexation of Territory (Annexation No. 22-2) Located at 8629 Pecan Avenue into an Existing Community Facilities District, Calling a Special Election, and Authorizing Submittal of Levy of Special Taxes to the Qualified Electors. (RESOLUTION NO. FD 2022-014) (FIRE) RECOMMENDATION: Staff recommends that the Fire Protection District Board adopt a resolution making determinations and authorizing the submittal of the levy of special taxes to the qualified electors of territory proposed to be annexed (APN: 0229-151-27, Annexation No. 22-2) to existing Community Facilities District No. 85-1 ("CFD No. 85-1 ") and calling a special election for such purpose. BACKGROUND: Gaytan Land Development LLC, property owner, has submitted a proposal to develop property located at 8629 Pecan Avenue (APN 0229-151-27, the "Annexation Area") and is conditioned by the City and Fire Protection District to annex such property into the existing Community Facilities District (CFD) No. 85-1 to satisfy fire protection service mitigation impacts. On May 4, 2022, the Board initiated formal annexation proceedings pursuant to the provisions of the Mello -Roos Community Facilities Act of 1982 (the "Mello -Roos Act") by adopting Resolution No. FD 2022-008 approving an Annexation Map (Exhibit "A") of the territory proposed to be annexed and Resolution No. FD 2022-009 approving the Intention to Annex APN 0229-151-27 in the existing CFD 85-1. This Resolution, among other things, declared the intention of the Board of Directors to levy a special tax within the Annexation Area to finance fire protection and suppression services and setting a public hearing regarding the proposed annexation to be held on June 15, 2022. Through adoption of this resolution before the Board this evening, the Board will accomplish the following: • Make certain determinations as set forth in the Resolution; • Call for a special election to be conducted on June 15, 2022; • Authorize submittal of the levy of the special tax to qualified electors of the Annexation Area at such Special election. Page 749 ANALYSIS: The annexation of the Annexation Area into CFD No. 85-1 will satisfy the conditions of development relating to mitigating impacts upon fire protection services. Gaytan Land Development LLC, property owner, is in full support of the annexation of the property being annexed. Pursuant to the Mello -Roos Act, whenever there have been less than 12 persons registered to vote within the Annexation Area for each of the 90 days preceding the public hearing pertaining to such annexation, the vote shall be by the landowners within the Annexation Area. Therefore, in the current circumstances, the election will be a landowner's vote, the landowner having one vote per acre or portion thereof of land within the Annexation Area. Gaytan Land Development LLC , owner of the property within the Annexation Area, has executed a "Consent and Waiver" of time frames relating to the election. Exhibit "A" of the Resolution sets forth the rate and method of apportionment of the special tax proposed to be levied within the Annexation Area which is consistent with the special tax levied upon all territory currently within CFD No. 85-1. At the special election to be held on June 15, 2022, the landowner(s) will be entitled to cast its ballot. The Board Secretary will then canvas the ballot, if received. At the next Fire Board meeting, the Board will consider adopting the resolution declaring the election results and the annexation of the Annexation Area to CFD 85-1. If 2/3 of the votes are cast in favor of the levy of the special tax, the Board may declare the property to be annexed. The Public Notice regarding the Public Hearing has been advertised in the Inland Valley Daily Bulletin. FISCAL IMPACT: The special tax revenues that are collected of the CFD No. 85-1 are used to pay for public facilities and services in the District area. Costs related to the administering of the District are the responsibility of the property owners within the District. Annexation of the property located at 8629 Pecan Avenue will ensure the property owner covers the cost of increased demand for fire services resulting from new development within the Territory. COUNCIL MISSION / VISION / GOAL(S) ADDRESSED: This item brings together portions of the Council's vision and core value by providing a sustainable City and promoting a safe and healthy community for all. Annexation of the property into CFD 85-1 ensures the delivery of vital fire and life safety services to all residents while satisfying fire protection service mitigation impacts. ATTACHMENTS: Attachment 1 - Resolution No. FD 2022-014, Call for Special Election Annexation 22-2 Attachment 2 - Annexation No. 22-2 Recorded Map Attachment 3 - CFD No. 85-1 Boundary Map Page 2 Page 750 RESOLUTION NO. FD 2022-XXX A RESOLUTION OF THE BOARD OF DIRECTORS OF THE RANCHO CUCAMONGA FIRE PROTECTION DISTRICT, RANCHO CUCAMONGA, CALIFORNIA, MAKING CERTAIN DETERMINATIONS REGARDING THE PROPOSED ANNEXATION OF TERRITORY (ANNEXATION NO. 22-2) TO AN EXISTING COMMUNITY FACILITIES DISTRICT (CFD 85-1) AND CALLING A SPECIAL ELECTION AND AUTHORIZING THE SUBMITTAL OF THE LEVY OF SPECIAL TAXES TO THE QUALIFIED ELECTORS OF SUCH TERRITORY WHEREAS, the Board Of Directors (the "Board of Directors") of the Rancho Cucamonga Fire Protection District (the "Fire Protection District'), Rancho Cucamonga, California, has previously declared its intention and held and conducted proceedings relating to the annexation of territory to an existing community facilities district 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, and specifically Article 3.5 thereof (the "Act'). The existing Community Facilities District has been designated as Community Facilities District No. 85-1 (the "District'); and, WHEREAS, notice of a public hearing relating to the annexation of territory to the District, the extent of the territory to be annexed (the "Annexation Area"), the furnishing of certain public services and all other related matters has been given; and, WHEREAS, it has now been determined that written protests have not been received by 50% or more of the registered voters residing either within the Annexation Area or the District and/or property owners representing more than one-half (1/2) or more of the area of land within the Annexed Area or within District; and, WHEREAS, inasmuch as there have been less than twelve (12) persons registered to vote within the Annexation Area for each of the 90 preceding days, this legislative body desires to submit the levy of the required special tax to the landowners of the Annexation Area, said landowners being the qualified electors as authorized by law. NOW, THEREFORE, the Board of Directors of the Rancho Cucamonga Fire Protection District does hereby resolve as follows: Recitals. The above recitals are all true and correct. 2. Determinations. It is determined by this Board of Directors that: A. all proceedings prior hereto were valid and taken in conformity with the requirements of law, and specifically the provisions of the Act; B. less than twelve (12) registered voters have resided within the Annexation Area for each of the ninety (90) days preceding the close of the public hearing and, consequently, the qualified electors shall be the landowners of the Annexation Area and each landowner who is the owner of record as of the close of the public hearing, or the authorized representative thereof, shall have one vote for each acre or portion of an acre of land that she or he owns within the Annexation Area; C. the time limit specified by the Act for conducting an election to submit the levy of the special taxes to the qualified electors of the Annexation Area and the requirements for impartial Resolution No. FD 2022-XXX - Page 1 of 11 ATTACHMENT 1 Page 751 analysis and ballot arguments have been waived with the unanimous consent of the qualified electors of the Annexation Area; D. the Secretary, acting as the election official, has consented to conducting any required election on a date which is less than 125 days following the adoption of this resolution; and E. the public services proposed to be financed from the proceeds of special taxes to be levied within the Annexation Area are necessary to meet increased demands placed upon the Fire Protection District as a result of development and/or rehabilitation occurring in the Annexation Area. 3. Boundaries of Annexed Area. The boundaries and parcels of land in the Annexation Area and on which special taxes are proposed to be levied in order to pay the costs and expenses for the public services described in Section 4 below are generally described as follows: All that property and territory proposed to be annexed to the District, as said property is shown on a map as previously approved by this legislative body, said map entitled "Annexation Map No. 22-2 of Community Facilities District No. 85-1 of the Rancho Cucamonga Fire Protection District, County Of San Bernardino, State Of California" reference is made to the attached and incorporated Exhibit "A" (the "Annexation Map"), and a copy of which is on file in the Office of the Secretary and shall remain open for public inspection. 4. Services and Facilities Authorized to be Financed by the District. The services that are authorized to be financed by the District from the proceeds of special taxes levied within the existing District are generally described in Exhibit "B" (the "Services and Facilities") attached hereto and incorporated herein by this reference and all costs associated the District, administration of the District, the determination of the amount of special taxes to be levied, the costs of collection any special taxes, and costs otherwise incurred in order to carry out the authorized purposes of the District. If and to the extent feasible the Services and Facilities shall be provided in common within the existing District and the Territory. 5. Special Tax. Except where funds are otherwise available and subject to the approval of the qualified electors of the Annexation Area, a special tax sufficient to pay for the services described in Section 4 that are required for the Annexation Area, secured by recordation of a continuing lien against all non-exempt real property in the Annexation Area will be levied annually within the boundaries of the Annexation Area. For particulars as to the rate and method of apportionment of the proposed special tax, reference is made to the attached and incorporated Exhibit "C" which sets forth in sufficient detail the method of apportionment to allow each landowner or resident within the Annexation Area to clearly estimate the maximum amount of the special tax that such person will have to pay. The special taxes shall be collected in the same manner as ad valorem property taxes and shall be subject to the same penalties, procedure, sale and lien priority in any case of delinquency, as applicable for ad valorem taxes; however, as applicable, this Board of Directors may, by resolution, establish and adopt an alternate or supplemental procedure as necessary. Any special taxes that may not be collected on the County tax roll shall be collected through a direct billing procedure by the Treasurer of the Rancho Cucamonga Fire Protection District, acting for and on behalf of the District. 6. Special Tax Accountability Measures. Pursuant to and in compliance with the provisions of Government Code Section 50075.1, this Board of Directors hereby establishes the following accountability measures pertaining to the levy by the District of the special taxes within the Annexation Area as described in Section 5 above: Resolution No. FD 2022-XXX - Page 2 of 11 ATTACHMENT 1 Page 752 A. Each such special tax shall be levied for the specific purposes section in Section 5. above. B. The proceeds of the levy of each such special tax shall be applied only to the specific applicable purposes set forth in Section 5. above. C. The District shall establish a separate account into which the proceeds of the special taxes levied within the District shall be deposited. D. The Fire Chief or his or her designee, acting for and on behalf of the District, shall annually file a report with the Board of Directors as required pursuant to Government Code Section 50075.3. 7. Election. The proposition related to the levy of the special tax shall be submitted to the qualified electors of the Annexation Area, said electors being the landowners, with each landowner having one (1) vote for each acre or portion thereof of land which he or she owns within said annexed territory. The special election shall be held on the 151" of June 2022, and said election shall be a special election to be conducted by the Secretary (hereinafter "Election Official"). If the proposition for the levy of the special tax receives the approval of more than two-thirds (2/3) of the votes cast on the proposition, the special tax may be levied as provided for in this Resolution and the Board of Directors may determine that the Annexation Area is added to and part of the District. 8. Ballot. The ballot proposal to be submitted to the qualified voters at the election shall generally be as follows: PROPOSITION A RANCHO CUCAMONGA FIRE PROTECTION DISTRICT COMMUNITY FACILITIES DISTRICT NO. 85-1, AUTHORIZATION FOR SPECIAL TAX LEVY Shall Community Facilities District No. 85-1 of the Rancho Cucamonga Fire Protection District be authorized to levy special taxes within the territory shown on "Annexation Map No. 22-2 of Community Facilities District No. 85-1 of the Rancho Cucamonga Fire Protection District, County Of San Bernardino, State Of California" (the "Annexation Map") pursuant to the rate and method of apportionment of special taxes (the "Special Tax Formula") set forth in Resolution No. FD 2021-023 to finance fire suppression and protection services and administrative expenses? 9. Vote. The appropriate mark placed in the voting square after the word "YES" shall be counted in favor of the adoption of the proposition, and the appropriate mark placed in the voting square after the word "NO" in the manner as authorized, shall be counted against the adoption of said proposition. 10. Election Procedure. The Election Official is hereby authorized to take any and all steps necessary for the holding of said election. Said Election Official shall perform and render all services and proceedings incidental to and connected with the conduct of said election, and said services shall include, but not be limited to the following: A. Prepare and furnish to the election officers necessary election supplies for the conduct of the election. B. Cause to be printed the requisite number of official ballots, tally sheets and other necessary forms. Resolution No. FD 2022-XXX - Page 3 of 11 ATTACHMENT 1 Page 753 C. Furnish and address official ballots for the qualified electors of the Annexation Area. D. Cause the official ballots to be mailed and/or delivered, as required by law. E. Receive the returns of the election. F. Sort and assemble the election material and supplies in preparation for the canvassing of the returns. G. Canvass the returns of the election. H. Furnish a tabulation of the number of votes given in the election. I. Make all arrangements and take the necessary steps to pay all costs of the election incurred as a result of services performed for the District and pay costs and expenses of all election officials. J. Conduct and handle all other matters relating to the proceedings and conduct of the election in the manner and form as required by law. PASSED, APPROVED and ADOPTED this day of 12022. Resolution No. FD 2022-XXX - Page 4 of 11 ATTACHMENT 1 Page 754 EXHIBIT "A" COMMUNITY FACILITIES DISTRICT NO. 85-1 ANNEXATION MAP Dr�x� Ca�fi SHEET 1 OF 1 ANNEXATION MAP 22-2 OF COMMUNITY FACILITIES DISTRICT NO. 85-1 OF THE RANCHO CUCAMONGA FIRE PROTECTION DISTRICT COUNTY OF SAN BERNARDINO. STATE OF CALIFORNIA ARROW RTE I i I I j W a o a z 3 a U w a ASSESSOR PARCEL NUMBER 0229-151-27 i �OFeet opµ0CC:1! tiAP�.P aN Wr1p9�Fi, NOTE: THIS ANNEXATION MAP SHALL GOVERN FOR ALL DETAILS AS TO THE SIGNATURE:/—'�X * EXTENTOF THE TERRITORYANNEXED TO THE ABOVE REFERENCED COMMUNITY FACILITIES DISTRICT JASON WELDAY Nc. 67514 CITY ENGINEER RANCHO CUCAMONGA FIRE PROTECTION DISTRICT CERTIFICATION q'\'I� \' FILED IN THE OFFICE OF THE SECRETARY OF THE RANCHO CUCAMONGA LEGAL DESCRIPTION: FIRE PROTECTION DISTRICT, CALIFORNIA, DAY_-2ZD&y-2022. ASSESSOR PARCEL NUMBER n� 0229-151-27 Stu E f ka4�21eI�d. BEING THE EAST 311 FEET OF THE SOUTH 140 FEET OF LOT 429, FONTANA JANICD E C. REYNOLDS, SECRETARY ARROW ROUTE TRACT, TRACT NO. 2102, IN THE CITY OF RANCHO RANCHO CUCAMONGA FIRE PROTECTION DISTRICT STATE OF CALIFORNIA CUCAMONGA, COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA, AS PER PLAT RECORDED IN BOOK 31 OF MAPS, PAGES 11 TO 15 INCLUSIVE I HEREBY CERTIFY THAT THE WITHIN MAP SHOWING BOUNDARIES OF RECORDS OF SAID COUNTY. EXCEPTING THEREFROM THE EAST 185 FEET TERRITORY PROPOSED TO BE ANNEXED TO COMMUNITY FACILITIES OF THE SOUTH 75 FEET THEREFROM TOGETHER WITH AN EASEMENT FOR DISTRICT NO. 85-1 OF THE RANCHO CUCAMONGA FIRE PROTECTION ROAD PURPOSES OVER THE NORTH 50 FEET OF THE SOUTH 190 FEET OF DISTRICT, COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA, WAS SAID LOT 429. I APPROVED BY THE BOARD OF DIRECTORS OF SUCH FIRE PROTECTION DISTRICT AT A REGULAR MEETING THEREOF, HELD ON THE DAY OF 202E2 BY ITS RESOLUTION NO. FDM9.)- 000 . THIS SAN BERNARDINO COUNTY RECORDER'S CERTIFICATE ANNEXATIO MAP AMENDS THE BOUNDARY MAP FOR COMMUNITY THIS MAP HAS BEEN FILED UNDER DOCUMENT NUMBER;O'l Z DI 5� FACILITIES DISTRICT NO. 85-1 OF THE RANCHO CUCAMONGA FIRE THIS ;/ `0t DAY OF W" 2022, AT 0 �1 M. IN BOOK AROTECTION DISTRICT, COUNTY OF SAN BERNARDINO, STATE OF I '! LL CALIFORNIA, PRIOR RECORDED ON MARCH 17, 1987 AT BOOK 41 OF OF MAPS OF ASSESSMENT AND COJAyII �IjITY FACILITI S DISTRICTS AT MAPS OF ASSESSMENT AND COMMUNITY FACILITIES DISTRICTS, AT PAGE 3 AT THE REQUEST OFV&w':a l�eew+yt 11 11 IN THE AMOUNT PAGE 86-88 , IN THE OFFICE OF THE COUNTY RECORDER FOR THE OF bAJO 17i cf" COUNTY OF SAN BERNARDINO, CALIFORNIA. BOB DUTTON ASSESSOR -RECORDER -CLERK Y aT COUNTY_OF SAN BERNARDINO JANICE C. REYNOLDS, SECRETARY BY �'>, RANCHO CUCAMONGA FIRE PROTECTION DISTRICT STATE OF CALIFORNIA DEPUT RECOR R Resolution No. FD 2022-XXX - Page 5 of 11 ATTACHMENT 1 Page 755 +-4N11% 6; A N toNW-� a a z z a.I Yi 1�l1 (a fl] >r �d L- B, 7 E E G U COMMUNITY FACILITIES DISTRICT NO. 85-1 BOUNDARY MAP AV A-i-jaqz) AV ISIVii ■ nq epuenng3 ■Ywuuu,■nr A N 1 ry I I o � 19 jaw!) Aep AV UaA1111W and} upLUIPH AV ny uaneH ny esouaaaH AV PIEgl4'JaV ny PJeRaU1A i IS Uvilawez j •FY�� + �If'r ��Y■Y� �l c0■ `� ram.■, ■1�1��■, ■,w �w Yam. n.wud C. i•pp 111q.1 nt pt� YP� e= qye as 8.�ISMS Resolution No. FD 2022-XXX - Page 6 of 11 ATTACHMENT 1 Page 756 EXHIBIT "B" COMMUNITY FACILITIES DISTRICT NO. 85-1 DESCRIPTION OF THE SERVICES AND FACILITIES The Services. It is the intention of the Board of Directors to finance certain types of fire services (the "Services") that are in addition to those currently provided in or required for the Territory and are necessary to meet the increased demand for such fire services resulting from new development within the Territory and will not be replacing services already available to the Territory. A general description of the Services to be financed is as follows: The performance of functions, operations, maintenance, and repair activities in order to provide fire protection and suppression services to the Territory. The Facilities. It is the intention of this Board of Directors to finance the purchase, construction, expansion, improvement, or rehabilitation of certain types of fire facilities (the "Facilities") that are in addition to those currently provided to serve the Territory and are necessary to meet the increased demand for such fire services resulting from new development within the Territory and will not be replacing facilities already available to serve the Territory. A general description of the types of the Facilities to be financed is as follows: Fire protection and suppression facilities and equipment, rescue equipment, with a useful life of five (5) years or more, including collection and accumulation of funds to pay for anticipated facilities cost shortfalls and reserves for repair and replacement to the extent that such facilities are necessary to meet the increased demand for such facilities resulting from new development within the Territory. Resolution No. FD 2022-XXX - Page 7 of 11 ATTACHMENT 1 Page 757 EXHIBIT "C" FOOTHILL FIRE PROTECTION DISTRICT COMMUNITY FACILITIES DISTRICT NO. 85-1 RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAXES The rate and method of apportionment, limitations on and adjustments to the Special Tax authorized to be levied within Community Facilities District No. 85-1 (the "CFD No. 85-1 Rate and Method") as originally established for and as applied to the taxable properties within such community facilities district is as follows: SPECIAL TAX COMMUNITY FACILITIES DISTRICT To pay for fire suppression services and to finance fire suppression facilities, the maximum Special Tax in the Community Facilities District shall be: Structures Maximum Annual Special Tax Residential 1 DU $75.00 Multi -Family 2 DU: 1.75 ($75.00) 3 DU: 2.25 ($75.00) 4 DU: 2.65 ($75.00) 5-14 DU: 2.65 ($75.00) + [0.35 (TU-4) ($75.00)] 15-30 DU: 6.15 ($75.00) + [0.30 (TU-14) ($75.00)] 31-80 DU: 10.65 ($75.00) + [0.25 (TU-30) ($75.00)] 81 — up DU: 23.15 ($75.00) + [0.20 (TU-80) ($75.00)] Commercial Industrial Note: DU = Dwelling Units TU = Total Units SF = Square Foot ($75.00) per acre + $0.04 per SF ($75.00) per acre + $0.05 per SF Resolution No. FD 2022-XXX - Page 8 of 11 ATTACHMENT 1 Page 758 ANNUAL ADJUSTMENT SPECIAL TAX The maximum Special Tax shall be annually adjusted for (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, as amended, whichever is lesser. REDUCTION IN SPECIAL TAX Commercial and industrial structures shall be granted a reduction in the Special Tax for the installation of complete sprinkler systems. In addition, multi -floor commercial and industrial structures shall be granted a reduction in Special Tax for each separate floor above or below the main ground floor of the structure. LIMITATIONS ON TAX LEVY The Special Tax shall only be levied on developed property; provided that the Special Tax shall not be levied until a "Certification of Occupancy" or "Utility Release" has been issued by the appropriate governmental agencies. Developed property is defined to be property: • Which is not owned by a public or governmental agency • Which is not vacant • Where a certificate of occupancy or utility release from the City of Rancho Cucamonga or the County of San Bernardino has been issued • Which has an existing building or structure onsite • Which does not have as its sole use power transmission towers, railroad tracks, and flood control facilities — these properties are exempt. Areas granted as easements to power transmission towers, railroad tracks, and flood control facilities shall be subtracted from the total acreage of the underlying lot and shall be exempt. The annual levy of the Special Tax shall be based upon an annual determination by the Board of Directors of the Rancho Cucamonga Fire Protection District of the amount of other revenues available to meet budget requirements. As used in this formula, "available revenue" shall include ad valorem taxes, State of California augmentation, tax increment revenues received from the Redevelopment Agency of the City of Rancho Cucamonga and any other source of revenue except the Special Tax. The Board of Directors shall take all responsible steps to retain maximum Redevelopment Agency funding to which, by agreement, they may lawfully receive. To the extent available revenues are insufficient to meet budget requirements, the Board of Directors may levy the Special Tax. Resolution No. FD 2022-XXX - Page 9 of 11 ATTACHMENT 1 Page 759 Application of the CFD No. 85-1 Rate and Method to Annexation No. 22-2 To pay for fire suppression services and to finance fire suppression facilities, the Maximum Special Tax in Community Facilities District No. 85-1, Annexation No. 22-2 for Fiscal Year 2021-22 shall be: .qtri irti irac Residential Multi -Family Commercial Industrial Maximum Annual Special Tax 1 DU $185.21 2 DU 3 DU 4 DU 5-14 DU 15-30 DU 1.75 ($185.21) 2.25 ($185.21) 2.65 ($185.21) 2.65 ($185.21) + [0.35 (TU-4) ($185.21)] 6.15 ($185.21) + [0.30 (TU-14) ($185.21)] 31-80 DU: 10.65 ($185.21) + [0.25 (TU-30) ($185.21)] 81 — up DU: 23.15 ($185.21) + [0.20 (TU-80) ($185.21)] Note: DU = Dwelling Units TU = Total Units SF = Square Foot ($185.21) per acre + $0.096 per SF ($185.21) per acre + $0.119 per SF ANNUAL ADJUSTMENT The maximum Special Tax shall be annually adjusted commencing on July 1, 2021, and each July 1 st thereafter for (a) changes in the cost of living or (b) changes in cost of living and changes in population as defined in Section 7901 of the Government Code, as amended, whichever is lesser. REDUCTION IN SPECIAL TAX Commercial and industrial structures shall be granted a .01 cent 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 .01 cent reduction (not cumulative) in Special Tax for each separate floor above or below the main ground floor of the structure. Resolution No. FD 2022-XXX - Page 10 of 11 ATTACHMENT 1 Page 760 LIMITATION ON SPECIAL TAX LEVY The Special Tax shall only be levied on developed property; provided that the Special Tax shall not be levied until a "Certification of Occupancy" or "Utility Release" has been issued by the appropriate governmental agencies. Developed property is defined to be property: • Which is not owned by a public or governmental agency • Which is not vacant • Where a certificate of occupancy or utility release from the City of Rancho Cucamonga or the County of San Bernardino has been issued • Which has an existing building or structure onsite • Which does not have as its sole use power transmission towers, railroad tracks, and flood control facilities — these properties are exempt. Areas granted as easements to power transmission towers, railroad tracks, and flood control facilities shall be subtracted from the total acreage of the underlying lot and shall be exempt. The annual levy of the Special Tax shall be based upon an annual determination by the Board of Directors of the Rancho Cucamonga Fire Protection District of the amount of other revenues available to meet budget requirements. As used in this formula, "available revenue" shall include ad valorem taxes, State of California augmentation, tax increment revenues received from the Redevelopment Agency of the City of Rancho Cucamonga and any other source of revenue except the Special Tax. The Board of Directors shall take all responsible steps to retain maximum Redevelopment Agency funding to which, by agreement, they may lawfully receive. To the extent available revenues are insufficient to meet budget requirements, the Board of Directors may levy the Special Tax. For further particulars regarding the rate and method of apportionment of the Special Tax, reference is made to the Final Report Mello -Roos Community Facilities District No. 85-1 for Fire Suppression Facilities/Services — Foothill Fire Protection District, a copy of which is on file in the office of the Fire Chief of the Rancho Cucamonga Fire Protection District. Resolution No. FD 2022-XXX - Page 11 of 11 ATTACHMENT 1 Page 761 17 l-0r6-fz' SHEET 1 OF 1 ANNEXATION MAP 22-2 OF COMMUNITY FACILITIES DISTRICT NO. 85-1 OF THE RANCHO CUCAMONGA FIRE PROTECTION DISTRICT COUNTY OF SAN BERNARDINO. STATE OF CALIFORNIA ARROW RTE w a 0 z W Feel 80 40 0 80 NOTE: THIS ANNEXATION MAP SHALL GOVERN FOR ALL DETAILS AS TO THE EXTENT OF THE TERRITORY ANNEXED TO THE ABOVE REFERENCED COMMUNITY FACILITIES DISTRICT RANCHO CUCAMONGA FIRE PROTECTION DISTRICT CERTIFICATION FILED IN THE OFFICE OF THE SECRETARY OF THE RANCHO CUCAMONGA FIRE PROTECTION DISTRICT, CALIFORNIA, THIS--�,VA DAY--22342022.. �2nutc. t' QcynaP.�c: JANICE C. REYNOLDS, SECRETARY RANCHO CUCAMONGA FIRE PROTECTION DISTRICT STATE OF CALIFORNIA I HEREBY CERTIFY THAT THE WITHIN MAP SHOWING BOUNDARIES OF TERRITORY PROPOSED TO BE ANNEXED TO COMMUNITY FACILITIES DISTRICT NO. 65-1 OF THE RANCHO CUCAMONGA FIRE PROTECTION DISTRICT, COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA, WAS APPROVED BY THE BOARD OF DIRECTORS OF SUCH FIRE PROTECTION DISTRICT ATA REGULAR MEETING THEREOF, HELD ON THE _*-ff- DAY OF 2022, BY ITS RESOLUTION NO. F-0,0=- "$ . THIS ANNEXATIO MAP AMENDS THE BOUNDARY MAP FOR COMMUNITY FACILITIES DISTRICT NO. 86-1 OF THE RANCHQ GUGAMONGA FIRE PROTECTION DISTRICT, COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA, PRIOR RECORDED ON MARCH 17, 1997 AT BOOK 41 OF MAPS OF ASSESSMENT AND COMMUNITY FACILITIES DISTRICTS, AT PAGE 86-88 IN THE OFFICE OF THE COUNTY RECORDER FOR THE COUNTY OF SANK/ BERNARDINO, CALIFORNIA. 1ClAf�/t Y�LLOAxaNSL JANICE C. REYNOLDS, SECRETARY RANCHO CUCAMONGA FIRE PROTECTION DISTRICT STATE OF CALIFORNIA W a z a U W IL ASSESSOR PARCEL NUMBER 0229-161-27 JASON WELOAY CITY ENGINEER No 67`19� vT CIPi�%g'" \oLLAL` o.� LEGAL DESCRIPTION: ASSESSOR PARCEL NUMBER 0229-161-27 BEING THE EAST 311 FEET OF THE SOUTH 140 FEET OF LOT 429, FONTANA ARROW ROUTE TRACT, TRACT NO. 2102, IN THE CITY OF RANCHO CUCAMONGA, COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA, AS PER PLAT RECORDED IN BOOK 31 OF MAPS, PAGES 11 TO 15 INCLUSIVE RECORDS OF SAID COUNTY. EXCEPTING THEREFROM THE EAST 185 FEET OF THE SOUTH 75 FEET THEREFROM TOGETHER WITH AN EASEMENT FOR ROAD PURPOSES OVER THE NORTH 60 FEET OF THE SOUTH 190 FEET OF SAID LOT 429. SAN BERNARDINO COUNTY RECORDER'S CERTIFICATE THIS MAP HAS BEEN FILED UNDER DOCUMENT NUMBERv OUQ-61* THIS 1�UDAYOF BOOK , . . 5� _ OF MAPS OF ASSESSMEN AND,�I U�NITY FACILETI S DISTRICTS AT PAGE 3Z AT THE REQUEST OF �7nd+0 f�Arxnt k iile kek wt INTHEAMOUNT OF $ -J _ 141c{-- BOB DUTTON ASSESSOR -RECORDER -CLERK COUNTY OF SAN BERNARDINO BY:_ i�I lYt �4kG(A, DEPUTY RECORbtR ATTACHMENT 2 Page 762 Y -i nl N 1 1 Lf PV 1 00 e%! v4 Ll7 0} O 74 Zz4:h iJ r- i-: y ++ fl IA M xz � = Q rrg LL 3 E E r0 V i �uuuuulr i I I 1 i = 0 i v1 i i i i _I ��1■1 _1.1■i■1■1_1■1■1■ I I e G . 11! i i _ 1■1_IUI.Iu1■1■INE ■ i i M ■ ■ i i All All-BLIO AIy ePUenni;3 18 jawo Aep E L� J co LL _ LL _ U U (U ■I� 1 ■ J �Ij L1■1■1■1.1�■1■1.1 ■�.1� _ � _ �Z Ab'�sp31 i i :1.1.1.1■1.1■ i N ; p � ■ ■ i Any LJON!II!A G - � I s j cn j ■ {} AV UaAl2H ■ = I A y ■ _ J AV esDmA,9H a � m ro to AV Pl�p!40JY 0 LL AV UELU116H •�� s l AV PJB'AaUTAI �.1■ 41 ll Doi 1SP 3 i e� p Ay OAOJD i C. ATTACHMENT 3 Page 763 DATE: June 15, 2022 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 Fred Lyn, Deputy Director of Engineering Services / Utilities SUBJECT: Public Hearing to Consider a Resolution Amending Electric Rates, Pursuant to the Requirements and Authority of Chapter 3.46 of Title 3 of the Rancho Cucamonga Municipal Code. (RESOLUTION NO. 2022-076) (CITY) RECOMMENDATION: Staff recommends that the City Council adopt the attached resolution amending the existing electric rates, pursuant to the requirements and authority of Chapter 3.46 of Title 3 of the Rancho Cucamonga Municipal Code. BACKGROUND: The City Council established a Municipal Utility on August 31, 2001 and adopted Chapter 3.46 of Title 3 of the Rancho Cucamonga Municipal Code establishing Electricity Service Rules and Regulations and authorizing that the rates, fees, and charges, may be amended from time to time by resolution. In the electric utility industry, it is best practice to review the cost of providing electric service at least every three to five years. Rancho Cucamonga Municipal Utility's (RCMU's) last Cost of Service Study and Rate Design was conducted in December 2018. RCMU's electric rate structure is complex and includes 15 different classification tariffs ranging from residential, commercial, industrial and lighting. In February 2022, RCMU hired Utility Financial Solutions (UFS) as its Rate Consultant to begin the Cost of Service and Rate Design Study to ensure that each rate classification provides their share of revenue to support the appropriate costs with providing the maintenance and operations of RCMU's electric service. ANALYSIS: The Cost of Service Study and Rate Design has been completed by UFS. The specific purposes of this study are to: • Align electric rates with cost of service; • Determine RCMU's revenue requirement; • Identify cross -subsidies that may exist between rate classes; • Review cost of existing power contracts and future load forecast; • Review cost of operations, maintenance, and replacement of electric infrastructure; • Recommend rate adjustments needed to meet targeted revenue requirements and capital reserve requirements; Page 764 • Identify the appropriate fixed monthly customer charge for each class; and • Provide recommendations on rate design. Based on the results of the study, UFS is recommending a 3% increase in overall electric revenues in order for RCMU to meet its targeted revenue requirements. Historically, RCMU has been successful in keeping electric rates low and competitive throughout the last decade. In fact, the last time RCMU had a rate increase was in February 2013. Additionally, in January 2019, RCMU actually lowered its electric rates 3.25% the last time it conducted its Cost of Service study. A key reason why RCMU must increase its rates is because of the increased costs from its wholesale power contracts. From Calendar Year 2021 to 2022, RCMU's wholesale power costs increased 45%. The Utility's fund balance was able to absorb this increase for the first six months of 2022 without having to pass this on to the ratepayers immediately. However, without this rate increase, RCMU would not be able to generate the funds required to operate and maintain the electric utility, invest in capital improvements and increasing its renewable energy procurement. The following tables outlines the rate adjustments being proposed beginning on July 1, 2022. Further, a second table has been provided that identifies the anticipated differences in average monthly bills for each RCMU customer rate class based on the proposed rate structure. Table 1 Existing Rate Classes Customer Charge ($/month) % Diff Energy Charge (kWh) % Diff Facility Demand (kW) % Diff Time Related Demand (kW) % Diff Residential (Single Family) +18% +6% (only Tier 3) N/A N/A Residential (Multi Family) +19% +6% (only Tier 3 N/A N/A Small Commercial +7% +2% N/A N/A Medium Commercial N/C +5% N/C N/C Medium TOU N/C +4% N/C N/C Large Commercial N/C +5% N/C N/C Large Industrial +22% +8% N/C N/C Electric Vehicle +5-6% +3% N/C N/A Street Lighting N/C +12% N/A N/A Irrigation System +3% N/C N/A N/A Wireless Technology N/C +1 % N/A N/A Traffic Control N/C +6% N/A N/A Outdoor Lighting N/C +6% N/A N/A Page 2 Page 765 Table 2 Rate Class Average Monthly Bill ($) Average Monthly RCMU vs Difference SCE Rate Current Proposed $ % % Residential (SF) $82.31 $84.21 $1.90 2.3% -50% (550 kWh) Residential (MF) $67.88 $69.15 $1.27 1.8% -51 % (475 kWh) Small Commercial $364.02 $380.06 $16.04 4.2% -34% (2,170 kWh) Medium Commercial $2,990.55 $3,069.48 $78.93 2.6% -40% (60kW; 21,075 kWh) Medium TOU $14,283.12 $14,590.33 $307.21 2.1% -39% (315 kW; 38,500 kWh) Large Commercial $32,375.40 $33,223.40 $848.00 3.0% -35% (605 kW; 273,600 kWh) Large Industrial $65,541.13 $68,515.20 $2,974.07 4.3% -33% (1,390 kW; 503,460 kWh) Miscellaneous Rate Language Update: The following rate tariff update is also being recommended: • Medium Commercial: Removal of an outdated RTEM Metering option If approved by the City Council, this amendment in RCMU's electric service rates will become effective July 1, 2022, and customers will see changes on their August 2022 bills. The amended rates reflect the City's reasonable and prudent costs for operating an electric utility enterprise and does not establish unfair, unreasonable or excessive rates that exceed the City's reasonable costs of doing business. In conclusion, it is important to note that as a municipal utility, RCMU rates are based on the cost to provide the service; there is no profit built in nor are their shareholder dividends to pay as is necessary with Investor -Owned Utilities. The City has provided the required notification to the public by publishing notice of this hearing on June 2, 2022, and June 7, 2022, in the Inland Valley Daily Bulletin, a local newspaper of general circulation, posting notice in at least two separate locations within the City, as well as a separate mailing to each RCMU customer's address in May 2022. The proposed revised rates have been available for public review in the City Clerk's Office since the advertisements and resolution were first published on May 31, 2022. FISCAL IMPACT: If approved by the City Council, this amendment in RCMU electric rates, fees and charges is expected to increase the Utility Fund revenues by 3% or about $361,000. COUNCIL MISSION I VISION / GOAL(S) ADDRESSED: This item addresses the City Council's vision to build on our success as a world class community by ensuring that the appropriate cost and rate structure for its Municipal Utility is followed to meet the community's needs. Page 3 Page 766 ATTACHMENTS: Attachment 1 — Updated Tariff and Rates Attachment 2 — Resolution No. 2022-076 Page 4 Page 767 ATTACHMENT 1 Table of Contents Electric Rates and Tariffs RESIDENTIAL 1 SMALL COMMERCIAL 4 MEDIUM COMMERCIAL 6 MEDIUM COMMERCIAL (TIME -OF -USE) 9 LARGE COMMERCIAL 12 LARGE INDUSTRIAL 15 STREET LIGHTING 18 TRAFFIC CONTROL 21 OUTDOOR AREA LIGHTING 22 IRRIGATION SYSTEMS 24 WIRELESS TECHNOLOGY 25 NET ENERGY METERING 27 ECONOMIC DEVELOPMENT 30 STANDBY DEMAND CHARGE 33 ELECTRIC VEHICLE CHARGING 36 SERVICE ESTABLISHMENT CHARGE 39 Page 768 CITY OF RANCHO CUCAMONGA MUNICIPAL UTILITY ELECTRIC RATES & TARIFFS RESIDENTIAL A. Applicability Applicable to individual accommodations devoted primarily to domestic purposes where service includes lighting, appliances, heating, cooking and power consuming appliances or combination thereof in a residential accommodation. B. Territory Within the entire territory served. C. Rates Energy Charge $/kWh/Meter Summer and Winter Tier 1 — Baseline Quantities 0.11910 Tier 2 — 101 % to 130% of Baseline 0.14000 Tier 3 — Over 131% of Baseline 8.240000.25686 Customer Charge - $/Meter/Day Single -Family Residence 9-30.28 Multi -Family Residence 9.240.26 D. Special Conditions 1. Summer and Winter Seasons are defined as follows: The Summer Season shall commence at 12:00 a.m. on June 1 st and continue until 12:00 a.m. on October 1st of each year. The Winter Season shall commence at 12:00 a.m. on October 1st of each year and continue until 12:00 a.m. on June 1st of the following year. A pro rata computation will be made for seasonal billing purposes. 2. Customer Charge: For purposes of applying the Customer Charge, the following definitions shall be used: Single -Family Residence: A building of single occupancy, which does not share common walls, floors, or ceiling with other residential dwelling units. Multi -Family Residence: Apartments, mobile homes, condominiums, townhouses or a building of multiple occupancy which shares common walls and/or floors and ceilings with other residential dwelling units. 3. Voltage. Service will be supplied at one (1) standard voltage. 4. Baseline Quantities: The residential allocation shall be 16.1 kWhs per day in Summer Season and 10.6 kWhs per day in the Winter Season. 1 Proposed Effective Date: July 1, 2022 Page 769 CITY OF RANCHO CUCAMONGA MUNICIPAL UTILITY ELECTRIC RATES & TARIFFS 5. Customer -Owned Electrical Generating Facilities. Upon written approval by the Utility, momentary parallel operation may be permitted to allow the Customer to test the auxiliary/emergency generating facilities. 6. Medical Support Assistance Eligible customers under this schedule upon application and certification from a medical doctor shall receive a monthly discount to assist customers with doctor - prescribed life support equipment. To qualify, a customer must submit an application and satisfactory proof that a full-time occupant of the customer's residence requires a life support device. A qualifying life support device may be any one of the following or such other equipment as the Utility may deem eligible: aerosol tents, apnea monitors, compressors or concentrators, electrostatic or ultrasonic nebulizers, electric nerve stimulators, hemodialysis machines, kidney dialysis machines, intermittent positive pressure breathing machines, iron lungs, pressure pads, pressure pumps, respirators, or suction machines. Customers must reapply annually to demonstrate eligibility for the discount. The monthly discount applies to energy charges only. All other charges and taxes are calculated at the standard rates. Program qualifications and rules are subject to change and are based on funding availability. In the event the Utility becomes aware of any false or fraudulent statements or information submitted in writing or verbally by the Customer, the Utility reserves the right to back bill the Customer for services rendered under this program. 7. Low Income Assistance A low-income assistance program is available under this schedule for income qualified customers. To be considered for this discount, an application must be filled out with supporting documentation of proof of income. Total combined gross annual household income, both taxable and nontaxable, must meet the current income levels of the San Bernardino County (Very Low) Income Limits Documentation System. Customers must reapply annually to demonstrate eligibility for the discount. The monthly discount applies to energy charges only. All other charges and taxes are calculated at the standard rates. Program qualifications and rules are subject to change and are based on funding availability. In the event the Utility becomes aware of any false or fraudulent statements or information submitted in writing or verbally by the Customer, the Utility reserves the right to back bill the Customer for services rendered under this program. 8. Billing Calculation A Customer's bill is calculated according to the rates and conditions above. The charges are calculated by applying the Rate Charges when applicable to the actual billing determinants (kilowatt hours [kWh]). 9. Power Cost Adjustment Factor (PCAF) The rates above are subject to an adjustment as provided in Rule 12, Section E. 10. Change of Law Adjustment Factor (CLAF) 2 Proposed Effective Date: Jul 1, 2022 Page 7� CITY OF RANCHO CUCAMONGA MUNICIPAL UTILITY ELECTRIC RATES & TARIFFS The rates above are subject to an adjustment as provided in Rule 12, Section F. 11. State Mandated Public Purpose Programs Charge State law requires all California electric utilities to establish a public purpose program charge of 2.85% of electric retail revenues to fund qualifying energy efficiency programs, renewable energy resources, research and demonstration projects, and services for low-income electricity customers. 3 Proposed Effective Date: July 1, 2022 Page 771 CITY OF RANCHO CUCAMONGA MUNICIPAL UTILITY ELECTRIC RATES & TARIFFS SMALL COMMERCIAL A. Applicability Applicable to single and three-phase general service including lighting and power Customers, except for the Customer whose monthly Maximum Demand, in the opinion of the Utility, is expected to exceed 20 kW or has exceeded 20 kW in any three (3) months during the preceding twelve (12) months is ineligible for service under this Schedule. Effective with the date of ineligibility of any Customer served under this Schedule, the Customer's account shall be transferred to another applicable Rate Schedule. B. Territory Within the entire territory served. C. Rates Energy Charge $/kWh/Meter/Month Summer n. io 4220.18768 Winter 0416680.12976 Customer Charge- $/Meter/Da 0-.9-26 Single Phase 1.00 Three Phase 1.15 D. Special Conditions 1. Summer and Winter Seasons are defined as follows: The Summer Season shall commence at 12:00 a.m. on June 1st and continue until 12:00 a.m. on October 1st of each year. The Winter Season shall commence at 12:00 a.m. on October 1 st of each year and continue until 12:00 a.m. on June 1st of the following year. A pro rata computation will be made for seasonal billing purposes. 2. Voltage. Service will be supplied at one (1) standard voltage 3. Temporary Discontinuance of Service Where the use of energy is seasonal or intermittent, no adjustments will be made for a temporary discontinuance of service. Any Customer, prior to resuming service within twelve (12) months after such service was discontinued, will be required to pay all charges which would have been billed if service had not been discontinued. 4. Customer -Owned Electrical Generating Facilities Upon written approval by the Utility, momentary parallel operation may be permitted to allow the Customer to test the auxiliary/emergency generating facilities. 4 Proposed Effective Date: Jul 1 2022 Page 7�17 CITY OF RANCHO CUCAMONGA MUNICIPAL UTILITY ELECTRIC RATES & TARIFFS 5. Installation of Demand Meters Where a Customer's usage exceeds an average of 4,500 kWh per month in the preceding 12-month period, the Utility may, at its sole option, install a demand Meter on the account at the Utility's expense. 6. Billing Calculation A Customer's bill is calculated according to the rates and conditions above. The charges are calculated by applying the Rate Charges when applicable to the actual billing determinants (kilowatt hours [kWh], demand [M], etc.). 7. Power Cost Adjustment Factor (PCAF) The rates above are subject to an adjustment as provided in Rule 12, Section E. 8. Change of Law Adjustment Factor (CLAF) The rates above are subject to an adjustment as provided in Rule 12, Section F. 9. State Mandated Public Purpose Programs Charge State law requires all California electric utilities to establish a public purpose program charge of 2.85% of electric retail revenues to fund qualifying energy efficiency programs, renewable energy resources, research and demonstration projects, and services for low-income electricity customers. 5 Proposed Effective Date: July 1, 2022 Page 773 CITY OF RANCHO CUCAMONGA MUNICIPAL UTILITY ELECTRIC RATES & TARIFFS MEDIUM COMMERCIAL A. Applicability Applicable to single and three-phase service including lighting and power Customers whose monthly Maximum Demand registers, or in the opinion of the Utility is expected to register, above 20 kW and below 200 kW. The Customer whose monthly Maximum Demand, in the opinion of the Utility, is expected to reach 200 kW or has reached 200 kW for any three (3) months during the preceding twelve (12) months is ineligible for service under this Schedule. Effective with the date of ineligibility, such Customer's account shall be transferred to another applicable Rate Schedule. Further, any Customer served under this Schedule whose monthly Maximum Demand has registered 20 kW or less for twelve (12) consecutive months is eligible for service under another applicable Rate Schedule. B. Territory Within the entire territory served. C. Rates Energy Charge - $/kWh/Meter/Month Summer Season 8-079440.08359 Winter Season 0.063940.06725 Customer Charge - $/Meter/Month 1 145.00 Demand Charge - $/kW of Billing Demand/Meter/Month Facilities Related 14.00 Time Related (Summer) 16.50 D. Special Conditions 1. Summer and Winter Seasons are defined as follows: The Summer Season shall commence at 12:00 a.m. on June 1st and continue until 12:00 a.m. on October lst of each year. The Winter Season shall commence at 12:00 a.m. on October 1 st of each year and continue until 12:00 a.m. on June 1st of the following year. A pro rata computation will be made for seasonal billing purposes. • 3. Voltage Service will be supplied at one (1) standard voltage. 6 Proposed Effective Date: Jul 1, 2022 Page 7�14 CITY OF RANCHO CUCAMONGA MUNICIPAL UTILITY ELECTRIC RATES & TARIFFS 4. Billing Demand The Billing Demand shall be the kilowatts of Maximum Demand, determined to the nearest kW. The Demand Charge shall include the following billing components. The Time Related Component shall be for the kilowatts of Maximum Demand recorded during (or established for) the monthly billing period. The Facilities Related Component shall be for the kilowatts of Maximum Demand recorded during (or established for) the monthly billing period. However, when the Utility determines the Customer's Meter will record little or no energy use for extended periods of time or when the Customer's Meter has not recorded a Maximum Demand in the preceding eleven (11) months, the Facilities Related Component of the Demand Charge may be established at fifty percent (50%) of the Customer's Connected Load. 5. Maximum Demand The Maximum Demand in any month shall be the measured maximum average kilowatt input, indicated or recorded by instruments, during any 15-minute metered interval in the month, but, where applicable, shall not be less than the diversified resistance welder load computed in accordance with the section designated Welder Service in Rule 2. Where the demand is intermittent or subject to violent fluctuations, a 5-minute interval may be used. 6. Temporary Discontinuance of Service Where the use of energy is seasonal or intermittent, no adjustments will be made for a temporary discontinuance of service. Any Customer resuming service within twelve (12) months after such service was discontinued will be required to pay all charges which would have been billed if service had not been discontinued. 7. Customer -Owned Electrical Generating Facilities Upon written approval by the Utility, momentary parallel operation may be permitted to allow the Customer to test the auxiliary/emergency generating facilities. 8. Billing Calculation A Customer's bill is calculated according to the rates and conditions above. The charges are calculated by applying the Rate Charges when applicable to the actual billing determinants (kilowatt hours [kWh], demand [kW], etc.). 9. Power Cost Adjustment Factor (PCAF) The rates above are subject to an adjustment as provided in Rule 12, Section E. 10. Change of Law Adjustment Factor (CLAF) The rates above are subject to an adjustment as provided in Rule 12, Section F. 11. State Mandated Public Purpose Programs Charge State law requires all California electric utilities to establish a public purpose program charge of 2.85% of electric retail revenues to fund qualifying energy efficiency programs, renewable energy resources, research and demonstration 7 Proposed Effective Date: July 1 2022 Page 776 CITY OF RANCHO CUCAMONGA MUNICIPAL UTILITY ELECTRIC RATES & TARIFFS projects, and services for low-income electricity customers. Proposed Effective Date: Jul 1 2022 Page 7� 6 CITY OF RANCHO CUCAMONGA MUNICIPAL UTILITY ELECTRIC RATES & TARIFFS MEDIUM COMMERCIAL (TIME -OF -USE) A. Applicability Applicable to single and three-phase service including lighting and power Customers whose monthly Maximum Demand registers, or in the opinion of the Utility is expected to register 200 kW through 500 kW. The customer whose monthly Maximum Demand, in the opinion of the Utility, is expected to exceed 500 kW or has exceeded 500 kW for any three (3) months during the preceding twelve (12) months is ineligible for service under this Schedule and effective with the date of ineligibility, such Customer's account shall be transferred to Large Commercial. Further, any Customer served under this Schedule whose monthly Maximum Demand has registered below 200 kW for twelve (12) consecutive months is ineligible for service under this Rate Schedule and shall be transferred to another applicable Rate Schedule. B. Territory Within the entire territory served. C. Rates Energy Charge - $/kWh/Meter/Month Summer Season — On -Peak n. io 640.11668 Mid -Peak 0.080640.08368 Off -Peak 0453440.05618 Winter Season — Mid -Peak 0457440.06018 Off -Peak 0.040640.04368 Customer Charge - $/Meter/Month 400.00 Demand Charge - $/kW of Billing Demand/Meter/Month Facilities Related 14.25 Time Related Summer — On -Peak 13.50 Summer — Mid -Peak 3.50 Power Factor Adjustment - $/KVA 0.27 D. Special Conditions 1. Time periods are defined as follows: On -Peak: Noon to 6:00 p.m. summer weekdays except holidays. Mid -Peak: 8:00 a.m. to noon and 6:00 p.m. to 11:00 p.m. summer weekdays except holidays. 8:00 a.m. to 9:00 p.m. winter weekdays except holidays. Off -Peak: All other hours. 9 Proposed Effective Date: JuI 12022 Page 7�17 CITY OF RANCHO CUCAMONGA MUNICIPAL UTILITY ELECTRIC RATES & TARIFFS Holidays are New Year's Day (January 1), Washington's Birthday (third Monday in February), Memorial Day (last Monday in May), Independence Day (July 4), Labor Day (first Monday in September), Veteran's Day (November 11), Thanksgiving Day (fourth Thursday in November), and Christmas (December 25). When any holiday listed above falls on Sunday, the following Monday will be recognized as an off-peak period. No change will be made for holidays falling on Saturday. The Summer Season shall commence at 12:00 a.m. on June 1st and continue until 12:00 a.m. on October 1st of each year. The Winter Season shall commence at 12:00 a.m. on October 1 st of each year and continue until 12:00 a.m. on June 1st of the following year. A pro rata computation will be made for seasonal billing purposes. 2. Voltage Service will be supplied at one (1) standard voltage. 3. Billing Demand The Billing Demand shall be the kilowatts of Maximum Demand, determined to the nearest kW. The Demand Charge shall include the following billing components. The Time Related Component shall be for the kilowatts of Maximum Demand recorded during (or established for) the monthly billing period. The Facilities Related Component shall be for the kilowatts of Maximum Demand recorded during (or established for) the monthly billing period. However, when the Utility determines the Customer's Meter will record little or no energy use for extended periods of time or when the Customer's Meter has not recorded a Maximum Demand in the preceding eleven (11) months, the Facilities Related Component of the Demand Charge may be established at fifty percent (50%) of the Customer's Connected Load. 4. Maximum Demand Maximum Demand shall be established for the On -Peak, Mid -Peak, and Off -Peak periods. The Maximum Demand in any month shall be the measured maximum average kilowatt input, indicated or recorded by instruments, during any 15- minute metered interval in the month, but, where applicable, shall not be less than the diversified resistance welder load computed in accordance with the section designated Welder Service in Rule 2. Where the demand is intermittent or subject to violent fluctuations, a 5-minute interval may be used. 5. Power Factor Adjustment The Customer's bill will be increased each month for power factor by the amount shown in the Rates section above for service metered and delivered at the applicable voltage level, based on the per kilovar of maximum reactive demand imposed by the Utility. The maximum reactive demand shall be the highest measured maximum average kilovar demand indicated or recorded by metering during any 15-minute interval 10 Proposed Effective Date: July 1, 2022 Page 778 CITY OF RANCHO CUCAMONGA MUNICIPAL UTILITY ELECTRIC RATES & TARIFFS in the month. The kilovars shall be determined to the nearest unit. A device will be installed on each kilovar meter to prevent reverse operation of the meter. 6. Temporary Discontinuance of Service Where the use of energy is seasonal or intermittent, no adjustments will be made for a temporary discontinuance of service. Any Customer resuming service within twelve (12) months after such service was discontinued will be required to pay all charges which would have been billed if service had not been discontinued. 7. Customer -Owned Electrical Generating Facilities Upon written approval by the Utility, momentary parallel operation may be permitted to allow the Customer to test the auxiliary/emergency generating facilities. 8. Billing Calculation A Customer's bill is calculated according to the rates and conditions above. The charges are calculated by applying the Rate Charges when applicable to the actual billing determinants (kilowatt hours [kWh], demand [kW], kilovar [kVa], etc.). 9. Power Cost Adjustment Factor (PCAF) The rates above are subject to an adjustment as provided in Rule 12, Section E. 10. Change of Law Adjustment Factor (CLAF) The rates above are subject to an adjustment as provided in Rule 12, Section F. 11. State Mandated Public Purpose Programs Charge State law requires all California electric utilities to establish a public purpose program charge of 2.85% of electric retail revenues to fund qualifying energy efficiency programs, renewable energy resources, research and demonstration projects, and services for low-income electricity customers. 1 1 Proposed Effective Date: Jul 1, 2022 Page 7�! CITY OF RANCHO CUCAMONGA MUNICIPAL UTILITY ELECTRIC RATES & TARIFFS LARGE COMMERCIAL A. Applicability Applicable to general services including lighting and power Customers. This Schedule is applicable to and mandatory for all Customers whose monthly Maximum Demand, in the opinion of the Utility, is expected to exceed 500 kW or has exceeded 500 kW in any three (3) months during the preceding twelve (12) months. Any existing Customer on this Schedule whose monthly Maximum Demand has registered 500 kW or less for twelve (12) consecutive months is ineligible for service under this Schedule and shall be transferred to another applicable Rate Schedule. Service under this Schedule is subject to Meter availability. B. Territory Within the entire territory served. C. Rates Energy Charge - $/kWh/Meter/Month Summer Season - On -Peak 04 09-50.12736 Mid -Peak 0.0762-60.08030 Off -Peak 0.4)443-50.05095 Winter Season - -Mid-Peak 8-067440.07081 Off -Peak 0-.04-5--80.04749 Customer Charge - $/Meter/Month 515.00 Demand Charge - $/kW of Billing Demand/Meter/Month Facilities Related 15.00 Time Related Summer - On -Peak 17.00 Summer - Mid -Peak 5.00 Power Factor Adjustment - $/KVA 0.27 D. Special Conditions 1. Time periods are defined as follows: On -Peak: Noon to 6:00 p.m. summer weekdays except holidays. Mid -Peak: 8:00 a.m. to noon and 6:00 p.m. to 11:00 p.m. summer weekdays except holidays. 8:00 a.m. to 9:00 p.m. winter weekdays except holidays. Off -Peak: All other hours. Holidays are New Year's Day (January 1), Washington's Birthday (third Monday in February), Memorial Day (last Monday in May), Independence Day (July 4), Labor Day (first Monday in September), Veteran's Day (November 11), 12 Proposed Effective Date: July 1, 2022 Page 780 CITY OF RANCHO CUCAMONGA MUNICIPAL UTILITY ELECTRIC RATES & TARIFFS Thanksgiving Day (fourth Thursday in November), and Christmas (December 25). When any holiday listed above falls on Sunday, the following Monday will be recognized as an off-peak period. No change will be made for holidays falling on Saturday. The Summer Season shall commence at 12:00 a.m. on June lst and continue until 12:00 a.m. on October 1st of each year. The Winter Season shall commence at 12:00 a.m. on October 1st of each year and continue until 12:00 a.m. on June 1st of the following year. A pro rata computation will be made for seasonal billing purposes. 2. Voltage Service will be supplied at one standard voltage. 3. Maximum Demand Maximum Demands shall be established for the On -Peak, Mid -Peak, and Off - Peak periods. The Maximum Demand for each period shall be the measured maximum average kilowatt input indicated or recorded by instruments, during any 15-minute metered interval, but, where applicable, not less than the diversified resistance welder load computed in accordance with the section designated Welder Service in Rule 2. Where the demand is intermittent or subject to violent fluctuations, a 5-minute interval may be used. 4. Billing Demand The Billing Demand shall be the kilowatts of Maximum Demand, determined to the nearest kW. The Demand Charge shall include the following billing components. The Time Related Component shall be for the kilowatts of Maximum Demand recorded during (or established for) the monthly billing period for each of the On -Peak, Mid -Peak, and Off -Peak Time Periods. The Facilities Related Component shall be for the kilowatts of Maximum Demand recorded during (or established for) the monthly billing period. However, when the Utility determines the Customer's Meter will record little or no energy use for extended periods of time or when the Customer's Meter has not recorded a Maximum Demand in the preceding eleven (11) months, the Facilities Related Component of the Demand Charge may be established at fifty percent (50%) of the Customer's Connected Load. Separate Demand Charge(s) for the On -Peak, Mid -Peak, and Off -Peak Time Periods shall be established for each monthly billing period. The Demand Charge for each time period shall be based on the Maximum Demand for that time period occurring during the respective monthly billing period. 5. Power Factor Adjustment The Customer's bill will be increased each month for power factor by the amount shown in the Rates section above for service metered and delivered at the applicable voltage level, based on the per kilovar of maximum reactive demand imposed by the Utility. The maximum reactive demand shall be the highest measured maximum average kilovar demand indicated or recorded by metering during any 15-minute metered 13 Proposed Effective Date: July 1, 2022 Page 781 CITY OF RANCHO CUCAMONGA MUNICIPAL UTILITY ELECTRIC RATES & TARIFFS interval in the month. The kilovars shall be determined to the nearest unit. A device will be installed on each kilovar Meter to prevent reverse operation of the Meter. 6. Temporary Discontinuance of Service Where the use of energy is seasonal or intermittent, no adjustments will be made for a temporary discontinuance of service. Any Customer, prior to resuming service within twelve (12) months after such service was discontinued, will be required to pay all charges which would have been billed if service had not been discontinued. 7. Customer -Owned Electrical Generating Facilities Upon written approval by the Utility, momentary parallel operation may be permitted to allow the Customer to test the auxiliary/emergency generating facilities. 8. Contracts An initial three-year facilities contract may be required where Applicant requires new or added serving capacity exceeding 2,000 kVA. 9. Billing Calculation A Customer's bill is calculated according to the rates and conditions above. The charges are calculated by applying the Rate Charges when applicable to the actual billing determinants (kilowatt hours [kWh], demand [kW], kilovar [kVa], etc.). 10. Power Cost Adjustment Factor (PCAF) The rates above are subject to an adjustment as provided in Rule 12, Section E. 11. Change of Law Adjustment Factor (CLAF) The rates above are subject to an adjustment as provided in Rule 12, Section F. 12. State Mandated Public Purpose Programs Charge State law requires all California electric utilities to establish a public purpose program charge of 2.85% of electric retail revenues to fund qualifying energy efficiency programs, renewable energy resources, research and demonstration projects, and services for low-income electricity customers. 14 Proposed Effective Date: July 1 2022 Page 767 CITY OF RANCHO CUCAMONGA MUNICIPAL UTILITY ELECTRIC RATES & TARIFFS LARGE INDUSTRIAL A. Applicability Applicable to general services including lighting and power Customers delivered at the utility's primary distribution voltage level of 12 kV. This Schedule is applicable to and mandatory for all Customers whose monthly Maximum Demand, in the opinion of the Utility, is expected to exceed 500 kW or has exceeded 500 kW in any three (3) months during the preceding twelve (12) months. Any existing Customer on this Schedule whose monthly Maximum Demand has registered 500 kW or less for twelve (12) consecutive months is ineligible for service under this Schedule and shall be transferred to another applicable Rate Schedule. Service under this Schedule is subject to Meter availability. B. Territory Within the entire territory served. C. Rates Energy Charge - $/kWh/Meter/Month Summer Season - On -Peak 0:094-5-80.10370 Mid -Peak B-074MO.08099 Off -Peak n.n�0.05418 Winter Season - Mid -Peak 0-.0687-50.07542 Off -Peak 0-.045490.04987 Customer Charge - $/Meter/Month 400.W515.00 Demand Charge - $/kW of Billing Demand/Meter/Month Facilities Related 13.50 Time Related Summer - On -Peak 20.00 Summer - Mid -Peak 5.00 Power Factor Adjustment - $/KVA 0.27 D. Special Conditions 1. Time periods are defined as follows: On -Peak: Noon to 6:00 p.m. summer weekdays except holidays. Mid -Peak: 8:00 a.m. to noon and 6:00 p.m. to 11:00 p.m. summer weekdays except holidays. 8:00 a.m. to 9:00 p.m. winter weekdays except holidays. Off -Peak: All other hours. Holidays are New Year's Day (January 1), Washington's Birthday (third Monday in February), Memorial Day (last Monday in May), Independence Day (July 4), Labor Day (first Monday in September), Veteran's Day (November 11), Thanksgiving Day (fourth Thursday in November), and Christmas (December 25). 15 Proposed Effective Date: July 1, 2022 Page 783 CITY OF RANCHO CUCAMONGA MUNICIPAL UTILITY ELECTRIC RATES & TARIFFS When any holiday listed above falls on Sunday, the following Monday will be recognized as an off-peak period. No change will be made for holidays falling on Saturday. The Summer Season shall commence at 12:00 a.m. on June 1st and continue until 12:00 a.m. on October 1st of each year. The Winter Season shall commence at 12:00 a.m. on October 1st of each year and continue until 12:00 a.m. on June 1st of the following year. A pro rata computation will be made for seasonal billing purposes. 2. Voltage Service will be supplied at one standard voltage. 3. Maximum Demand Maximum Demands shall be established for the On -Peak, Mid -Peak, and Off - Peak periods. The Maximum Demand for each period shall be the measured maximum average kilowatt input indicated or recorded by instruments, during any 15-minute metered interval, but, where applicable, not less than the diversified resistance welder load computed in accordance with the section designated Welder Service in Rule 2. Where the demand is intermittent or subject to violent fluctuations, a 5-minute interval may be used. 4. Billing Demand The Billing Demand shall be the kilowatts of Maximum Demand, determined to the nearest kW. The Demand Charge shall include the following billing components. The Time Related Component shall be for the kilowatts of Maximum Demand recorded during (or established for) the monthly billing period for each of the On -Peak, Mid -Peak, and Off -Peak Time Periods. The Facilities Related Component shall be for the kilowatts of Maximum Demand recorded during (or established for) the monthly billing period. However, when the Utility determines the Customer's Meter will record little or no energy use for extended periods of time or when the Customer's Meter has not recorded a Maximum Demand in the preceding eleven (11) months, the Facilities Related Component of the Demand Charge may be established at fifty percent (50%) of the Customer's Connected Load. Separate Demand Charge(s) for the On -Peak, Mid -Peak, and Off -Peak Time Periods shall be established for each monthly billing period. The Demand Charge for each time period shall be based on the Maximum Demand for that time period occurring during the respective monthly billing period. 5. Power Factor Adjustment The Customer's bill will be increased each month for power factor by the amount shown in the Rates section above for service metered and delivered at the applicable voltage level, based on the per kilovar of maximum reactive demand imposed by the Utility. The maximum reactive demand shall be the highest measured maximum average kilovar demand indicated or recorded by metering during any 15-minute metered interval in the month. The kilovars shall be determined to the nearest unit. A 16 Proposed Effective Date: July 1, 2022 Page 764 CITY OF RANCHO CUCAMONGA MUNICIPAL UTILITY ELECTRIC RATES & TARIFFS device will be installed on each kilovar Meter to prevent reverse operation of the Meter. 6. Temporary Discontinuance of Service Where the use of energy is seasonal or intermittent, no adjustments will be made for a temporary discontinuance of service. Any Customer, prior to resuming service within twelve (12) months after such service was discontinued, will be required to pay all charges which would have been billed if service had not been discontinued. 7. Customer -Owned Electrical Generating Facilities Upon written approval by the Utility, momentary parallel operation may be permitted to allow the Customer to test the auxiliary/emergency generating facilities. 8. Customer Responsibilities The customer will be responsible for all costs associated with the primary point - of -delivery installation, including the metering and primary voltage physical disconnect necessary to isolate the customer's facilities from the utility's facilities. The customer will be responsible to own, operate and maintain all electrical distribution facilities on the customer side of the primary point -of -delivery (typically established at the primary meter). 9. Contracts An initial three-year facilities contract may be required where Applicant requires new or added serving capacity exceeding 2,000 kVA. 10. Billing Calculation A Customer's bill is calculated according to the rates and conditions above. The charges are calculated by applying the Rate Charges when applicable to the actual billing determinants (kilowatt hours [kWh], demand [kW], kilovar [kVa], etc.). 11. Power Cost Adjustment Factor (PCAF) The rates above are subject to an adjustment as provided in Rule 12, Section E. 12. Change of Law Adjustment Factor (CLAF) The rates above are subject to an adjustment as provided in Rule 12, Section F. 13. State Mandated Public Purpose Programs Charge State law requires all California electric utilities to establish a public purpose program charge of 2.85% of electric retail revenues to fund qualifying energy efficiency programs, renewable energy resources, research and demonstration projects, and services for low-income electricity customers 17 Proposed Effective Date: July 1 2022 Page 786 CITY OF RANCHO CUCAMONGA MUNICIPAL UTILITY ELECTRIC RATES & TARIFFS STREET LIGHTING A. Applicability Applicable to meter for the lighting of streets, and publicly -owned and publicly -operated automobile parking lots which are opened to the general public where the City owns and maintains the street lighting equipment and associated facilities included under this Schedule. B. Territory Within the entire territory served. C. Rates Light Emitting Diode (LED) Lamps — All Night Service Street Lighting Energy Charge - $/kWh/Lam 0. 594-50.06699 Lamp Charge - $/Lam /Month 2.50 D. Special Conditions 1. The Applicant shall install streetlights that will be served by the Utility. These streetlights must be installed in accordance with the Utility's specifications and the developer will deed such facilities to the City. 2. Requirements and Restrictions a. The Applicant for street light service shall specify the type of service, lamp size, and location of street lights. b. Service shall not be furnished under this Schedule where location, mounting height, and/or other considerations are unacceptable to the Utility. C. The installation of street lighting equipment and facilities hereunder is contingent upon the utility obtaining easements, and rights of way, as may be required, satisfactory to the Utility for the required poles, lines, equipment, and facilities. d. Should the Applicant not commence using the street lighting in a bona fide manner within ninety (90) days after date of completion and installation of a street light or street lighting system requested by the Applicant, the Utility will bill, and the Applicant shall pay, the applicable lamp charges(s). 3. Hours of Service 18 Proposed Effective Date: July 1 2022 Page 786 CITY OF RANCHO CUCAMONGA MUNICIPAL UTILITY ELECTRIC RATES & TARIFFS Under the Utility's standard all night operating schedule, approximately 4,140 hours of service per year will be furnished. Kilowatt hours for Lamp Type and Size: The kilowatt hours for lamp types and sizes served under this Schedule used to determine the Energy Charge are shown below: Lamp Watts Including Lamp Watts Driver Loss kWh per Lamp per Light Emitting Diode Including Mid -Point Month (LED) Lamps Driver Loss Range All Night Service 0-5 2.50 0.9 5.01-10 7.50 2.6 10.01-15 12.50 4.3 15.01-20 17.50 6.0 20.01-25 22.50 7.8 25.01-30 27.50 9.5 30.01-35 32.50 11.2 35.01-40 37.50 12.9 40.01-45 42.50 14.7 45.01-50 47.50 16.4 50.01-55 52.50 18.1 55.01-60 57.50 19.8 60.01-65 62.50 21.6 65.01-70 67.50 23.3 70.01-75 72.50 25.0 75.01-80 77.50 26.7 80.01-85 82.50 28.5 85.01-90 87.50 30.2 90.01-95 92.50 31.9 95.01-100 97.50 33.6 100.01-105 102.50 35.4 105.01-110 107.50 37.1 110.01-115 112.50 38.8 115.01-120 117.50 40.5 120.01-125 122.50 42.3 125.01-130 127.50 44.0 130.01-135 132.50 45.7 135.01-140 137.50 47.4 140.01-145 142.50 49.2 145.01-150 147.50 50.9 150.01-155 152.50 52.6 155.01-160 157.50 54.3 160.01-165 162.50 56.1 165.01-170 167.50 57.8 170.01-175 172.50 59.5 19 Proposed Effective Date: July 1 2022 Page 767 CITY OF RANCHO CUCAMONGA MUNICIPAL UTILITY ELECTRIC RATES & TARIFFS 4. Maintenance The Utility shall exercise reasonable care and diligence in maintaining its street light facilities or Utility -owned attachments thereto. Where the Utility experiences, or expects to experience, maintenance costs exceeding its normal maintenance expense resulting from, but not limited to, vandalism, the Utility may require the customer to pay the excess maintenance expense. 5. Liability of the Utility The Utility shall not, by taking action pursuant to its tariffs, be liable for any loss, damage, or injury, established or alleged, which may result, or be claimed to result, therefrom. 6. Removal, Relocation or Modification of Facilities Where street lighting service and facilities are ordered removed by a customer, the customer shall pay to the Utility a nonrefundable amount equal to the total estimated cost installed less any Customer contribution, plus the estimated cost of removal less the estimated net salvage value of the facilities. Where street lighting service and facilities were ordered removed by a Customer and such service and facilities, or their equivalent are ordered reinstalled within thirty-six (36) months from the date of the order to remove, the Customer shall pay to the Utility in advance of reinstallation a nonrefundable amount equal to the cost of removal of the prior facilities and the estimated cost of such reinstallation. Where street lighting facilities are ordered modified and /or relocated by a Customer, the Customer shall pay to the Utility, in advance of such modification and/or relocation, a nonrefundable amount equal to the estimated cost of such modification and/or relocation. This includes facilities that now serve street light load only, but that may have been installed originally to serve other than street light load. Utility -owned facilities removed or installed remain the sole property of the Utility. 7. Billing Calculation A Customer's bill is calculated according to the rates and conditions above. 8. Power Cost Adjustment Factor (PCAF) The rates above are subject to an adjustment as provided in Rule 12, Section E. 9. Change of Law Adjustment Factor (CLAF) The rates above are subject to an adjustment as provided in Rule 12, Section F. 10. State Mandated Public Purpose Programs Charge State law requires all California electric utilities to establish a public purpose program charge of 2.85% of electric retail revenues to fund qualifying energy efficiency programs, renewable energy resources, research and demonstration projects, and services for low-income electricity customers. 20 Proposed Effective Date: July 1, 2022 Page 788 CITY OF RANCHO CUCAMONGA MUNICIPAL UTILITY ELECTRIC RATES & TARIFFS TRAFFIC CONTROL A. Applicability Applicable to single and three-phase service for traffic directional signs or traffic signal systems located on streets, highways and other public thoroughfares and to railway crossing and track signals; for public thoroughfare lighting that is utilized twenty-four (24) hours per day or is not controlled by switching equipment, such as tunnel or underpass lighting; and, to public authorities for the illumination of bus stop shelters located in the dedicated road right-of-way where such service is combined with other traffic control service as defined above. B. Territory Within the entire territory served. C. Rates Energy Charge - $/kWh n I 50.11298 Customer Charge - $/Day 0.60 D. Special Conditions 1. Voltage Service will be supplied at one (1) standard voltage not in excess of 240 volts or, at the option of the Utility, at 240/480 volts, three wire, single-phase. 2. Billing Calculation A Customer's bill is calculated according to the rate and conditions above. 3. Power Cost Adjustment Factor (PCAF) The rate above is subject to an adjustment as provided in Rule 12, Section E. 4. Change of Law Adjustment Factor (CLAF) The rate above is subject to an adjustment as provided in Rule 12, Section F. 5. State Mandated Public Purpose Programs Charge State law requires all California electric utilities to establish a public purpose program charge of 2.85% of electric retail revenues to fund qualifying energy efficiency programs, renewable energy resources, research and demonstration projects, and services for low-income electricity customers. 21 Proposed Effective Date: July 1, 2022 Page 769 CITY OF RANCHO CUCAMONGA MUNICIPAL UTILITY ELECTRIC RATES & TARIFFS OUTDOOR AREA LIGHTING A. Applicability Applicable to single-phase service for metered outdoor area lighting load, controlled for dusk to dawn operation and used for purposes other than street and highway lighting such as, but not limited to parking lots, pedestrian walkways, billboards, building exteriors, security, sports and recreation areas, monuments, decorative areas, and bus shelters. B. Territory Within the entire territory served. C. Rates Ener Charge - MWh/Meter/Month 4.4 04M06429 Customer Charge- $/Meter/Month 15.25 D. Special Conditions 1. Voltage Service will be provided at one (1) standard voltage. 2. Three -Phase Service Where, in the sole opinion of the Utility, it is impractical to provide single-phase service under this Schedule, three-phase service will be provided. 3. Separate Point of Delivery When requested by the Applicant or Customer, and agreed upon by the Utility, an additional Point of Delivery may be provided, separate from any other Point of Delivery provided under any other applicable Rate Schedule. Customers so served shall not be permitted to have an electrical interconnection beyond the Utility's Point of Delivery between the separately metered loads except upon written approval of the Utility. A change from this Schedule to any other Rate Schedule will be permitted if the additional Point of Delivery is removed. Any such removal shall be at the Customer's expense. Any rearrangement of facilities required to provide the additional Point of Delivery shall be at the expense of the requesting Applicant or Customer. 4. Controlled Operation Service under this Schedule requires the control of lamps in a manner acceptable to the Utility so that lamps will not be lighted daily from dawn to dusk. Customer shall install, own, operate, and maintain the control device. The Utility shall have 22 Proposed Effective Date: July 1, 2022 Page 790 CITY OF RANCHO CUCAMONGA MUNICIPAL UTILITY ELECTRIC RATES & TARIFFS the right to periodically inspect the control device to ensure its correct operation and maintenance. 5. Distribution Line Extension Distribution Line Extensions to reach an outdoor area light or area lighting system shall be in accordance with Rule 15. 6. Services Services shall be installed and maintained as provided in Rule 16. 7. Incidental Loads Incidental, non -lighting loads may be served under this Schedule only where such Connected Loads do not exceed fifteen percent (15) of the Customer's total Connected Load. Incidental Loads must also be controlled for dusk to dawn operation exclusively. 8. Billing Calculation A Customer's bill is calculated according to the rates and conditions above. The charges are calculated by applying the Rate Charges when applicable to the actual billing determinants (kilowatt hours [kWh], demand [kW], etc.). 9. Power Cost Adjustment Factor (PCAF) The rates above are subject to an adjustment as provided in Rule 12, Section E. 10. Change of Law Adjustment Factor (CLAF) The rates above are subject to an adjustment as provided in Rule 12, Section F. 11. State Mandated Public Purpose Programs Charge State law requires all California electric utilities to establish a public purpose program charge of 2.85% of electric retail revenues to fund qualifying energy efficiency programs, renewable energy resources, research and demonstration projects, and services for low-income electricity customers. 23 Proposed Effective Date: July 1, 2022 Page 791 CITY OF RANCHO CUCAMONGA MUNICIPAL UTILITY ELECTRIC RATES & TARIFFS IRRIGATION SYSTEMS A. Applicability Applicable where the Utility determines that 100% of the customer's electrical usage is for limited irrigation service except for the Customer whose monthly Maximum Demand, in the opinion of the Utility, is expected to exceed 20 kW or has exceeded 20 kW in any three (3) months during the preceding twelve (12) months is ineligible for service under this Schedule. Effective with the date of ineligibility of any Customer served under this Schedule, the Customer's account shall be transferred to another applicable Rate Schedule. B. Territory Within the entire territory served. C. Rates Ener Charge - $/kWh 0.18459 Customer Charge - $/Day W. 33NO.75700 D. Special Condition 1. Voltage Service will be supplied at one (1) standard voltage not in excess of 240 volts or, at the option of the Utility, at 240/480 volts, three wire, single-phase. 2. Billing Calculation A Customer's bill is calculated according to the rate and conditions above. 3. Power Cost Adjustment Factor (PCAF) The rate above is subject to an adjustment as provided in Rule 12, Section E. 4. Change of Law Adjustment Factor (CLAF) The rate above is subject to an adjustment as provided in Rule 12, Section F. 5. State Mandated Public Purpose Programs Charge State law requires all California electric utilities to establish a public purpose program charge of 2.85% of electric retail revenues to fund qualifying energy efficiency programs, renewable energy resources, research and demonstration projects, and services for low-income electricity customers. 24 Proposed Effective Date: July 1 2022 Page 797 CITY OF RANCHO CUCAMONGA MUNICIPAL UTILITY ELECTRIC RATES & TARIFFS WIRELESS TECHNOLOGY A. Applicability Applicable to single-phase service for wireless technology industries that require electric service to operate radio repeaters or similar devices (wireless communication devices) that are mounted on existing City facilities, or other facilities approved by the Utility and are unmetered. This Schedule excludes Wi-Fi devices on "looped" (served by 120/240 volts) streetlight facilities. Customers must execute an application/contract with the Utility for service under this Schedule and must execute an applicable agreement when devices are attached to City facilities. The monthly kilowatt-hour (kWh) usage of each device shall not exceed 500 kWh. Effective with the date of ineligibility of any Customer served under this Schedule, the Customer's account shall be transferred to another applicable Rate Schedule. If the Customer's account cannot be transferred to another applicable Rate Schedule, the account will be closed, the Utility's service will be removed, and the Customer must remove its device and equipment form the applicable City facility. B. Territory Within the entire territory served C. Rates Fixed Energy Charge - $/Device/Month 64.4061.20 Customer Charge - $/Month 17.29 Inspection Charge - $/Device/Month 12.60 Three -Phase Service - $/Day 0.03 Initialization of Service Charge 6.79 D. Special Conditions 1. Contract An approved City contract is required for service under this Rate Schedule. 2. Voltage Service will be supplied at one (1) standard voltage not in excess of 240 volts. 3. Three -Phase Service Where the Utility provides three-phase service, the billing will be increased by the amount shown in the Rates section above. 4. Maximum Wattage The maximum watts/connected load/name plate is 746 watts. 5. Installation The device(s) shall be installed on City facilities or other facilities approved by the Utility. When the devices are installed on City facilities, the installation and 25 Proposed Effective Date: July 1, 2022 Page 793 CITY OF RANCHO CUCAMONGA MUNICIPAL UTILITY ELECTRIC RATES & TARIFFS removal of such device(s) will be performed by the Customer, and at the Customer's expense. Device installation shall not be performed under this Rate Schedule, where location, mounting height, and/or other considerations are not acceptable to the Utility. Unless approved by the Utility, all wireless communication devices must be visible to the Utility. 7. Modification of Facilities No modifications can be made to the Customer -owned wireless communications devices unless approved by the Utility. Where the Customer requests a modification of City facilities, and such modifications are acceptable to the City, the City will perform the requested modifications at the Customer's expense. 8. Maintenance The Utility shall exercise reasonable care and diligence in maintaining its facilities. Upon installation of the device(s), where the Utility experiences, or expects to experience, maintenance costs exceeding its normal maintenance expense resulting from, but not limited to, vandalism, the Utility may require the Customer to pay the excess maintenance expense. 9. Liability of the Utility The Utility shall not, by taking action pursuant to its tariffs, be liable for any loss, damage, or injury, established or alleged, which may result, or be claimed to result, there from. 10. Initialization of Service Charge A one-time charge, as shown in the Rates section of this Rate Schedule, is applied to each service account provided service under this Rate Schedule to recover the costs of a lock and spare fuse which are required with the initialization of service. 11. Power Cost Adjustment Factor (PCAF) The rates above are subject to an adjustment as provided in Rule 12, Section E. 12. Change of Law Adjustment Factor (CLAF) The rates above are subject to an adjustment as provided in Rule 12, Section F. 13. State Mandated Public Purpose Programs Charge State law requires all California electric utilities to establish a public purpose program charge of 2.85% of electric retail revenues to fund qualifying energy efficiency programs, renewable energy resources, research and demonstration projects, and services for low-income electricity customers. 26 Proposed Effective Date: July 1, 2022 Page 794 CITY OF RANCHO CUCAMONGA MUNICIPAL UTILITY ELECTRIC RATES & TARIFFS NET ENERGY METERING A. Applicability Applicable to a customer who operates a renewable electrical generation facility that is located on the customer's premises with a capacity of not more than 1 MW that is interconnected and operates in parallel with the City's electric system, intended primarily to offset part or all of the customer's own electrical requirements, and meets all the applicable safety and performance standards. B. Territory Within the entire territory served. C. Net Surplus Compensation Rate For customer accounts established on or after December 1, 2018: The net surplus compensation rate shall be $0.0500 per kWh applied to any net surplus energy remaining at the end of the customer's twelve (12) monthly billing period ("relevant period"). Grandfathered Provision: For customer accounts established before December 1, 2018: The net surplus compensation rate shall be equivalent to the highest hourly rate that was charged for consumption in their OAT during the year prior to the Customer's Annual Billing Date. This provision will remain in effect for fifteen (15) years from the Customer's original year in which the generating facility was interconnected to RCMU's grid. After that period expires, the Customer will receive the current net surplus compensation that is being offered at that time. D. Rates 1. All rates charged under this schedule will be in accordance with the Eligible Customer -Generator's otherwise applicable tariff (OAT) or rate schedule. An Eligible Customer -Generator served under this schedule is responsible for all charges in its OAT including the monthly or annual minimum charges (including service, customer, reliability and demand charges, when applicable) regardless of the Customer's monthly or annual net generation. Eligible Customers under this schedule are subject to any new or additional charge(s) that may be imposed by the Utility on the other customer in the rate class to which Customer would otherwise be assigned. 2. As determined in each billing period, when a customer consumes more energy than generated at the premises (net consumer), the net consumed energy will be used in the calculation of all applicable energy charges, calculated by multiplying the net amount consumed by the applicable energy rate components of the customer's OAT. 27 Proposed Effective Date: July 1 2022 Page 796 CITY OF RANCHO CUCAMONGA MUNICIPAL UTILITY ELECTRIC RATES & TARIFFS 3. As determined in each billing period, when a customer generates more energy than is consumed by the customer (net generator), the resulting net produced energy will be calculated by multiplying the net produced kWh by the applicable energy rate component of the Customer's OAT (including TOU periods) and be a credit on the bill. Any net kilowatt-hours of production credit that exceeds the net consumed energy, will be carried forward into the next billing period. If the Customer's OAT includes "time of use" (TOU) rates, any net energy consumed monthly shall be calculated according to the terms of the OAT. When the customer is a net generator during any TOU period, the net kilowatt-hours generated shall be valued at the same price per kilowatt-hour as the Utility would charge during that same TOU period. 4. Customers who are Net Surplus Electricity producers at the Customer's Annual True -Up Date, may elect to either carry over annual Net Surplus Energy production (in kilowatt hours) as a credit that will be applied to kilowatt hours consumed by the Customer or Customer may elect to receive payment to cash out the remaining Net Surplus Energy. D. Special Condition 1. An executed Net Energy Metering and Generating Facility Interconnection Agreement is required prior to receiving service under this Schedule. 2. Metering Requirements: If the customer's existing meter is not capable of measuring the flow of energy in two directions, an appropriate meter shall be provided at the expense of the customer. The City may elect to install an additional meter or meters, at the City's expense to provide the information necessary to accurately bill or credit the customer. 3. To be eligible for service under this Schedule, the customer's generating facilities must be sized to offset part or all of the customer's own electrical requirements and cannot be oversized. This means that the estimated output of the generating facility, using the CEC-AC nameplate rating for inverter -based generating facilities must not exceed the customer's previous annual usage in kWh. 4. A new customer of record who owns, leases, or rents a premise that includes an existing generating facility with a capacity under 30 kW that was approved by RCMU for operation prior to the new customer moving in and/or taking electric service with RCMU will take service under this Tariff as long as the requirements of this Tariff are met and will not have to sign a new Interconnection Agreement. This provision also applies to premises where the developer/contractor establishes the interconnection. A new customer of record who owns, leases, or rents a premise that includes an existing generating facility with a capacity over 30 kW that was approved by RCMU for operation prior to the new customer moving in and/or taking electric service with RCMU will take service under this Tariff and will need to sign a new Interconnection Agreement. 28 Proposed Effective Date: July 1 2022 Page 796 CITY OF RANCHO CUCAMONGA MUNICIPAL UTILITY ELECTRIC RATES & TARIFFS 5. RCMU shall retain any net surplus energy generated by the NEM Customer including any associated environmental attributes or renewable energy credits (RECs). 6. Net Metering Aggregation (NMA): Customers served under this Tariff with a Generating Facility on a property owned by the Customer, may elect to aggregate electric services to additional properties that are solely owned by the Customer and are located on parcels adjacent or contiguous to the Generating Facility. Generation not used where the Generating Facility is located, is transferred to adjacent properties and equally distributed to the other properties by a percentage determined upon entering into the Interconnection Agreement. NMA does not allow for Net Surplus Compensation for excess generation. E. Billing 1. City shall provide all customers served under this Schedule with net energy consumption information and/or net energy export information with each monthly bill. 2. Customers served under this Schedule shall pay both energy and non -energy charges on a monthly basis, in accordance with the customer's OAT except as otherwise allowed by State law. The value of net energy production will be used to offset only energy related charges in subsequent billing periods. F. Definitions 1. Net energy metering measures the difference between the electricity supplied through the electric grid and the electricity generated on the customer's premises and fed back to the electric grid over a Twelve -Month Period. 2. Otherwise Applicable Tariff (OAT) is the customer's regularly filed rate schedule under which service is rendered. 3. Net Surplus Electricity is the electricity generated by an eligible customer - generator measured in kilowatt hours over a 12-month period that exceeds the amount of electricity consumed by that eligible customer -generator. 29 Proposed Effective Date: July 1 2022 Page 797 CITY OF RANCHO CUCAMONGA MUNICIPAL UTILITY ELECTRIC RATES & TARIFFS ECONOMIC DEVELOPMENT A. Applicability Commercial or industrial end -use Customers that would otherwise receive service under the Large Commercial or Large Industrial Electric Rate Schedule and meet certain criteria as established and adopted by resolution of the City Council of the City of Rancho Cucamonga may take advantage of the Economic Development (ED) rate as a New Customer or Expanded Load Customer. This ED rate is applicable to all or part of the services provided to New Customers and Expanded Load Customers, as such terms are defined herein. 1. A New Customer shall be a Customer seeking to locate a new business or relocate an existing business (not currently located within the territory served by the Rancho Cucamonga Municipal Utility (RCMU)) within RCMU's service territory. a. A New Customer shall meet both of the following criteria in order to qualify for Schedule ED: i. Projected minimum monthly electric demand of at least 200 kW. ii. Job Creation 1. Tier 1 Discount Rate 100 — 249 jobs 2. Tier 2 Discount Rate 250 — 500 jobs 3. Tier 3 Discount Rate greater than 500 jobs 2. An Expanded Load Customer shall be an existing RCMU Large Commercial or Large Industrial customer that is adding new load to RCMU by a minimum monthly electric demand of 200 kW based upon the Customer's past electrical demand as determined by RCMU. The expanded load can be at the customer's current site, or at a new site within the RCMU service territory. The Tier 1 ED rate will only be applied to the expanded load as determined in Section 6 below. B. Territory Within the entire territory served. C. Character of Service The service provided hereunder shall be alternating current with regulated frequency of 60 hertz, three-phase, or a combination single and three-phase served through one meter, at a standard voltage specified by RCMU. To be eligible to participate all customers must have a demand meter. D. Rates Except as provided herein, or in the Economic Development Rate Agreement, all charges and provisions of the Customer's otherwise applicable rate schedule shall apply. The applicable Energy Charge and Demand Charge under the Customer's otherwise applicable rate schedule will be reduced as follows: 30 Proposed Effective Date: July 1, 2022 Page 798 CITY OF RANCHO CUCAMONGA MUNICIPAL UTILITY ELECTRIC RATES & TARIFFS Tier 1 Tier 2 Tier 3 Years 1 - 2 20% 20% 20% Years 3 - 4 15% 17% 20% Year 5 10% 12% 15% E. Special Conditions 1. Term: Economic Development Rate Agreements entered into under this Schedule shall be for a single five-year term. 2. Approval: Application of this Rate Schedule shall be subject to the approval of the City Manager or his/her designee, based on meeting the eligibility criteria outlined herein. 3. Agreement: The Customer must sign a standard Rancho Cucamonga Economic Development Rate Agreement in order for the rates under this Schedule to be applicable. In addition to the other terms of this Schedule, the Economic Development Rate Agreement shall require the Customer to reimburse Rancho Cucamonga for all rate reductions received under this Schedule, if the Customer fails to maintain the required minimum load during the five-year term of the Agreement. 4. Minimum Load: Customers qualifying under this Schedule as a New Customer with a projected minimum monthly electric demand of at least 200 kW or as an Expanded Load Customer under Applicability Sections 1 and 2 above, respectively, must agree to maintain a minimum level of load for five years from the date service is first rendered under this Schedule and to document compliance with all applicable requirements, as set forth in the Economic Development Rate Agreement. 5. Job Creation / Retention: Customers qualifying under this Schedule as a New Customer with a projected minimum monthly electric demand of at least 200 kW under Applicability Section la (ii), respectively, must agree to create and retain a minimum level of full-time equivalent jobs for five years from the date service is first rendered under this Schedule and to document compliance with all applicable requirements, as set forth in the Economic Development Rate Agreement. 6. Base Period Usage: Base Period Usage shall be established and agreed to in the Economic Development Rate Agreement for Expanded Load Customers. Base Period Usage shall be the average monthly energy use and demand for the Customer during the last three years of service to the Customer, from the date ending the last payment period before the date of the Agreement. Expanded Load qualifying for the rate under this Schedule shall be measured as the difference between the new monthly, metered documented energy use and demand, and the Base Period Usage. 7. State Mandated Public Purpose Program Charge: All bills rendered under this Schedule shall be subject to the Public Purpose Program Charge as established by the City Council. 31 Proposed Effective Date: July 1, 2022 Page 799 CITY OF RANCHO CUCAMONGA MUNICIPAL UTILITY ELECTRIC RATES & TARIFFS 8. Miscellaneous Fees and Charges: Rates charged pursuant to this Schedule shall be subject to any Energy Users Taxes, Utility Users Taxes, and any other governmental taxes, duties, or fees which are applicable to Electric Service provided to Customer by the City of Rancho Cucamonga. Rates are also subject to adjustment, as established by the City of Rancho Cucamonga's City Council, in its sole discretion, in response to federal or state climate change laws, renewable portfolio standard or other mandated legislation. These adjustments may include but are not limited to charges to mitigate the impacts of greenhouse gas emissions or "green power" premiums. 9. Expanded Load: Expanded Load customers applying for this rate must demonstrate to the satisfaction of the Utility that the expanded load is new to the Rancho Cucamonga Municipal Utility. 10. Effective Date: The effective date of the Economic Development Rate Agreement shall commence within 12 months from the date of the City's approval, or the Agreement becomes null and void. The Agreement becomes effective upon execution by the parties, and the Economic Development Rate commences upon written notice by Customer and coincides with the Customer's normal billing cycle. 11. Reapplication: Customers who have received service under the Economic Development Rate are eligible to reapply for the rate as an Expanded Load Customer, if they meet the criteria therefore. 12. Restrictions: Residential customers and federal, state or local government agencies are not eligible to apply for service under this Schedule. 32 Proposed Effective Date: July 1, 2022 Page 800 CITY OF RANCHO CUCAMONGA MUNICIPAL UTILITY ELECTRIC RATES & TARIFFS STANDBY DEMAND CAPACITY RESERVATION CHARGE (SELF GENERATION) A. Applicability Applicable to Large Commercial and Large Industrial customers who operates a non -net metered, non -utility generating facility rated at 1000 kW or less, interconnected on the Customer's premises and operates in parallel with the City's electric system. The generating facility is intended primarily to offset part or all of the customer's own electrical requirements and meets all the applicable safety and performance standards. Standby service customers have unique electric demands, due to their on -site generation assets, that are often quite different from those of full requirement customers. These customers pay standby rates so that they may, in the event of a planned or unplanned outage of their non -utility generating system, take service from the City electric system. The City bears an "obligation to serve" and must configure their system to allow every customer reliable access to the grid. The standby charge is designed to recover the costs of transmission and distribution facilities, as well as substation and transformers dedicated to the customer's use that do not vary with usage in maintaining sufficient capacity (through operating reserves) in order to serve an unplanned outage, even if such an outage never occurs. The standby charge also includes appropriate service voltage level distinctions: secondary and primary. B. Territory The entire territory served. C. Rates 1. Rates for this service shall be the same as for the schedule under which the customer's otherwise applicable rate schedule shall apply. 2. Standby Demand Capacity Reservation Charge (CRC): A CRC shall be a flat $/kW amount applied to the Standby Demand in kW, which represents the entire reserved capacity needed for the City to serve the self -generation customer's load, which would have been regularly served by the customer's generating facility when such facility experiences a partial or complete outage. The level of Standby Demand shall be provided by the customer and shall not exceed the nameplate capacity of the customer's generating facility. Standby Charge — Secondary ($/kW) Standby Charge — Primary ($/kW) $8.61 $7.61 3. Demand Charge: As determined in each billing period, a Standby Service customer's billing demand shall be the kilowatts of Maximum Demand indicated or recorded by instruments, determined to the nearest kW of the absolute net power that the customer received from the City's electric system. The Demand 33 Proposed Effective Date: July 1, 2022 Page 801 CITY OF RANCHO CUCAMONGA MUNICIPAL UTILITY ELECTRIC RATES & TARIFFS Charge for each time period shall be based on the Maximum Demand for that time period occurring during the respective monthly billing period. 4. Energy Charge: As determined in each billing period, when a Standby Service customer consumes more energy than generated at the premises, the net consumed energy will be used in the calculation of all applicable energy charges. All Energy shall be billed in accordance with the customer's Otherwise Applicable Tariff rate schedule which would otherwise apply if the customer had no generating equipment. 5. Other charges: All other specific rate components, including the Power Factor Adjustment Charge, Customer Charge and the State Electric SurTax will not vary based on registered usage or demand of the customer's generating facility. D. Special Conditions 1. Contract Required - Customer shall sign an Interconnection Agreement contract for this service, which shall state the number of kW of standby capacity required. "Standby capacity" shall not exceed the nameplate rating of the customer's generating equipment. 2. Metering Requirements - If the customer's existing meter is not capable of measuring the flow of energy in two directions, an appropriate meter shall be provided at the expense of the customer. The City may elect to install an additional meter or meters, at the customer's expense to provide the information necessary to accurately bill or credit the customer. 3. The CRC tariff is only applicable to Standby Service customers who require electric capacity and energy supplied by the City on a regular basis to supplement the Customer's power requirement in addition to that ordinarily supplied by the on -site non -utility generation facilities. If a customer has a planned generator outage with prior notification given to RCMU for an entire billing period the standby charge will not be applicable. 4. Customers exempted from the CRC tariff: (a) Customers with backup on -site generation that is used exclusively when service from the utility is not available in the event of an interruption in utility service and which are not used to offset Customer electricity purchases. (b) The applicability of these exemptions shall be determined at the discretion of the Utilities Manager. 5. Standby Demand in kW represents the entire reserved capacity needed for the City to serve the customer's load, regularly served by the customer's generating facility when such facility experiences a partial or complete outage. The level of Standby Demand, which shall not exceed the nameplate capacity of the customer's generating facility, is initially designated by the customer and is set forth in the generation interconnection agreement. Once a customer's designated 34 Proposed Effective Date: July 1 2022 Page 807 CITY OF RANCHO CUCAMONGA MUNICIPAL UTILITY ELECTRIC RATES & TARIFFS Standby Demand has been set, it shall remain at such level for a minimum of 12 months unless, in the City's determination, the Standby Demand needs to be adjusted to more accurately represent the customer's actual reserve capacity needs. Upon the City's determination that the customer's designated Standby Demand does not reflect the actual level of needed reserve capacity, over any 15- minute period or through on -site verification, the City shall adjust the Standby Demand to reflect the actual needed reserve capacity. When the Standby Demand is adjusted by the City as provided above, a qualified change in the Standby Demand shall not be made for 12 months from the last adjustment. The customer is responsible for notifying the City of permanent or material changes in their generation facilities (size, type and operations) for future adjustments to the Standby Demand. 6. Diversity Factor - a statistical assumption that a certain percentage of standby load will be utilizing substation and distribution service between each class' peak demand and the system peak demand. This factor was determined using the diversity factors calculated in the utility's most recent cost of service study and is embedded in the current CRC tariff. A percentage difference was identified as the diversity factor and the distribution and substation portion of the standby rates were reduced accordingly reflecting a reduction in those infrastructure requirements. E. Billing Calculation A Customer's bill is calculated according to the rates and conditions above. The charges are calculated by applying the Rate Charges on the customer's applicable nameplate generation capacity for the generating unit at the customer's facility. All other usage provided by RCMU will be based on the applicable rate tariff, including any riders or additional charges. Customers served under this Schedule shall pay both energy and non -energy charges on a monthly basis, in accordance with the customer's Otherwise Applicable Tariff except as otherwise allowed by State law. 35 Proposed Effective Date: July 1, 2022 Page 803 CITY OF RANCHO CUCAMONGA MUNICIPAL UTILITY ELECTRIC RATES & TARIFFS ELECTRIC VEHICLE CHARGING A. Applicability Applicable solely for the charging of electric vehicles, on a premises or public right of way where a separate RCMU meter to serve electric vehicle (EV) charging facilities is requested. B. Territory Within the entire territory served. C. Rates Energy Charge - $/kWh/Meter/Month Summer Season - On -Peak 0-.229070.23654 Mid -Peak 04006-70.10395 Off -Peak 0.044�80.04273 Winter Season - On -Peak 0.085090.08786 Mid -Peak 00.07932 Off -Peak 0.048-260.04983 Customer Charge - $/Meter/Month Under 20 kW 2S4630.00 Over 20 kW 474.-10185.00 Demand Charge - $/kW of Billing Demand/Meter/Month Facilities Related 12.00 Power Factor Adjustment - $/KVA 0.30 D. Special Conditions 1. Time periods are defined as follows: On -Peak: Noon to 6:00 p.m. weekdays except holidays Mid -Peak: 8:00 a.m. to noon and 6:00 p.m. to 11:00 p.m. weekdays except holidays. Off -Peak: All other hours. Holidays are New Year's Day (January 1), Washington's Birthday (third Monday in February), Memorial Day (last Monday in May), Independence Day (July 4), Labor Day (first Monday in September), Veteran's Day (November 11), Thanksgiving Day (fourth Thursday in November), and Christmas (December 25). When any holiday listed above falls on Sunday, the following Monday will be recognized as an off-peak period. No change will be made for holidays falling on Saturday. The Summer Season shall commence at 12:00 a.m. on June 1st and continue until 12:00 a.m. on October 1st of each year. The Winter Season shall commence at 36 Proposed Effective Date: July 1, 2022 Page 804 CITY OF RANCHO CUCAMONGA MUNICIPAL UTILITY ELECTRIC RATES & TARIFFS 12:00 a.m. on October 1" of each year and continue until 12:00 a.m. on June 1" of the following year. A pro rata computation will be made for seasonal billing purposes. 2. Voltage Service will be supplied at one (1) standard voltage. 3. Metering Only EV charging facilities and related equipment shall be separately metered and served under this Schedule. Where RCMU determines that the operation of the EV charging facilities may interfere with service to that customer or other customers, RCMU will install a load management device at customer's expense to control when EV charging will occur. For purposes of monitoring customer load, RCMU may install at its expense, load research metering. The customer shall provide, at no expense to RCMU, a suitable location for meters and associated equipment. 4. Billing Demand The Billing Demand shall be the kilowatts (kW) of Maximum Demand, determined to the nearest kW. The Demand Charge may include the following billing components. The Time Related Component shall be for the kilowatts of Maximum Demand recorded during (or established for) the monthly billing period. The Facilities Related Component shall be for the kilowatts of Maximum Demand recorded during (or established for) the monthly billing period. However, when the Utility determines the Customer's Meter will record little or no energy use for extended periods of time or when the Customer's Meter has not recorded a Maximum Demand in the preceding eleven (11) months, the Facilities Related Component of the Demand Charge may be established at fifty percent (50%) of the Customer's Connected Load. 5. Maximum Demand The Maximum Demand in any month shall be the measured maximum kilowatt input, indicated or recorded by instruments, during any 15-minute metered interval in the month. 6. Power Factor Adjustment The Customer's bill will be increased each month for power factor by the amount shown in the Rates section above for service metered and delivered at the applicable voltage level, based on the per kilovar of maximum reactive demand imposed by the Utility. The maximum reactive demand shall be the highest measured maximum average kilovar demand indicated or recorded by metering during any 15-minute interval in the month. The kilovars shall be determined to the nearest unit. A device will be installed on each kilovar meter to prevent reverse operation of the meter. 7. Interconnection Customers taking service under this Schedule shall have no electrical interconnection beyond the RCMU's Point of Delivery between electrical loads eligible for service under this Schedule and any other electrical loads. 8. Temporary Discontinuance of Service. 37 Proposed Effective Date: July 1 2022 Page 806 CITY OF RANCHO CUCAMONGA MUNICIPAL UTILITY ELECTRIC RATES & TARIFFS Where the use of energy is seasonal or intermittent, no adjustments will be made for a temporary discontinuance of service. Any Customer resuming service within twelve (12) months after such service was discontinued will be required to pay all charges which would have been billed if service had not been discontinued. 9. Customer -Owned Electrical Generating Facilities. Upon written approval by the Utility, momentary parallel operation may be permitted to allow the Customer to test the auxiliary/emergency generating facilities. 10. Billing Calculation. A Customer's bill is calculated according to the rates and conditions above. The charges are calculated by applying the Rate Charges when applicable to the actual billing determinants (kilowatt hours [kWh], demand [kW], kilovar [kVa], etc.). 11. Power Cost Adjustment Factor (PCAF) The rates above are subject to an adjustment as provided in Rule 12, Section E. 12. Change of Law Adjustment Factor (CLAF) The rates above are subject to an adjustment as provided in Rule 12, Section F. 12. State Mandated Public Purpose Programs Charge. State law requires all California electric utilities to establish a public purpose program charge of 2.85% of electric retail revenues to fund qualifying energy efficiency programs, renewable energy resources, research and demonstration projects, and services for low-income electricity customers. 38 Proposed Effective Date: July 1 2022 Page 806 CITY OF RANCHO CUCAMONGA MUNICIPAL UTILITY ELECTRIC RATES & TARIFFS SERVICE ESTABLISHMENT CHARGE A. Applicability Applicable to General Service and Domestic Service customers. B. Territory Within the entire territory served. C. Rates For each establishment of electric service ............... $15.00 D. Special Conditions 1. The service establishment charge provided for herein is in addition to the charges calculated in accordance with the applicable schedule and may be made each time an account is established. As used herein, establishment means each time an account is opened, including a turn on of electric service or a change of name which requires a meter reading. 2. In case the customer requests that electric service be established on the day of his request or outside of regular hours, an additional charge of $11.00 may be made. 39 Proposed Effective Date: July 1 2022 Page 807 ATTACHMENT 2 RESOLUTION NO. 22- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, AMENDING ELECTRIC RATES AND CHARGES, PURSUANT TO THE REQUIREMENTS AND AUTHORITY OF CHAPTER 3.46 OF TITLE 3 OF THE RANCHO CUCAMONGA MUNICIPAL CODE. A. Recitals The City Council of the City of Rancho Cucamonga has previously adopted Chapter 3.46 of Title 3 of the Rancho Cucamonga Municipal Code establishing Electricity Service Rules and Regulations and authorizing that the rates, fees and charges arising, directly or indirectly, under said legislation be adopted pursuant to resolution, and thereafter, be amended from time to time by resolution. 2. City staff has prepared a comprehensive schedule of the rates, fees and charges that reflect the reasonable and prudent costs relating to the acquisition and distribution of electric power to retail customers and are recommending that the City Council adopt the recommended rates and fees. These rates do not present the City an opportunity to achieve profits or to impose charges in excess of the costs reasonably related to the development, maintenance and expansion of a municipal electric distribution system. The City Council has directed City staff to regularly review the operations of the City's electric utility to ensure that the rates are sufficient to cover all prudent business costs, reserves and capital equipment acquisition but not exceeding the amount necessary for the same. The rates, fees and charges reflect the reasonable costs to the City system only and do not reflect any excess rates, fees, or charges that are in excess of the reasonable costs of providing the electrical services as set forth hereinafter. 3. The City Council has reviewed the adoption of this Resolution pursuant to the requirements of the California Environmental Quality Act of 1970, as amended, and has determined that the adoption of the Electric Rules and Regulations has no foreseeable potential to a result in a significant impact upon the environment and is exempt from CEQA review pursuant to State CEQA Guidelines Section 15061(b)(3). Further, the City Council has determined that the adoption of the fees is exempt from substantive environmental review under Section 15273 of the State CEQA Guidelines as no capital projects for system expansion are included in the proposed action. 4. All legal prerequisites to the adoption of this Resolution have occurred. B. Resolution NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, HEREBY RESOLVES, Section 1.: The facts set forth in the Recitals, Part A of this Resolution, are true and correct. Section 2.: The rates, fees and charges assessed under Chapter 3.46 of Title 3 shall be as set forth on Attachment 1 hereto and incorporated by reference as if fully set forth herein on July 1, 2022. Section 3.: The City Clerk shall certify to the adoption of this Resolution. Page 808 PASSED, APPROVED, AND ADOPTED this 15th day of June 2022. Page 809 Resolution Amending RCIVIU Electric Rates girl v RCMU Rancho Cucamonga Municipal Utility City Council — Public Hearing June 15, 2022 RCMU Rate History • For the past 19 years, RCMU has taken pride in extending the most reliable and affordable electric service rates to our customers; • As a locally owned public utility, RCMU is a not -for - profit utility; • Rates are based on the actual cost to provide the electric service; • Rates are set locally and approved by the City Council; • Provide cost effective electric rates as a City enterprise and economic development tool RCMU Cost of Service Study • RCMU's last rate study was conducted in December 2018. (DECREASE of 3.25%) • February 2022: Engaged in a contract with Utility Financial Solutions (UFS) to conduct aCost-of-Service Study and Rate Design • Total cost of providing electric service (O&M, power contracts, capital improvements and replacement) • Determine revenue requirements • Optimal operating income targets • Identify any cross subsidies between rate classes • Recommend rate adjustments and final rate design RCMU Rate Analysis • Wholesale power costs have increased! • Costs for power generation fuel • Natural gas index (So Cal Border) • Jun 2021 = $3.03/MMBtu to Jun 2022 = $8.82/MMBtu • Avg Peak Price: CAISO SP-15 • Jun 2021 = $45/MWh to Jun 2022 = $60/MWh • RCMU's wholesale energy costs increased 45% from 2021 to 2022! RCMU Rate Recommendation • 4 major rate components within a RCMU electric bill: • Customer Charge (Monthly Fixed and Admin) • Energy Charge (kWh) • Facility Demand (kW) • Time Demand (kW) • Various increases in most of the Customer Charge components for most classes to better align with cost of service and reduce cross subsidy • Various increases on the Energy Charge due to the increase in wholesale energy costs RCMU Rate Recommendation • No changes to Facility Demand and Time Demand charges • UFS recommended an overall rate increase of 3% to meet RCMU's revenue requirements • Important to note that the last time RCMU had a rate increase was in February 2013: Over 9 years ago! Average Monthly Bill Difference �F Existing Rate Class Average Monthly Bill Proposed Average Monthly Difference $ % Mw Current Residential (SF) $82.31 84.21 +$1.90 +2.3% 500 kWh Residential (MF) $67.88 $69.15 +$1.27 +1.8% 475 kWh Small Commercial $364.02 $380.06 +$16.04 +4.2% 2,170 kWh Medium Commercial $2,990.55 $3,069.48 +$78.93 +2.6% (60 kW; 21,075 kWh) Medium TOU $14,283.12 $14,590.33 +$307.21 +2.1% (315 kW; 38,500 kWh) Large Commercial $32,375.40 $33,223.40 +848.00 +3.0% (605 kW; 273,600 kWh) Large Industrial $65,541.13 $68,515.20 +$2,974.07 +4.3% (1,390 kW; 503,460 kWh) Average Monthly Bill Difference Average _ . Existing - Average . Rates Current Proposed $ Residential (SF) $82.31 84.21 +$1.90 +2.3% -50% (500 kWh) Residential (MF) $67.88 $69.15 +$1.27 +1.8% -51% (475 kWh) Small Commercial $364.02 $380.06 +$16.04 +4.2% -34% (2,170 kWh) Medium Commercial $2,990.55 $3,069.48 +$78.93 +2.6% -40% (60 kW; 21,075 kWh) Medium TOU $14,283.12 $14,590.33 +$307.21 +2.1 % -39% (315 kW; 38,500 kWh) Large Commercial $32,375.40 $33,223.40 +848.00 +3.0% -35% (605 kW; 273,600 kWh) Large Industrial $65,541.13 $68,515.20 +$2,974.07 +4.3% -33% (1,390 kW; 503,460 kWh) Recommendation • Staff recommends that the City Council open the public hearing and adopt the attached resolution amending RCMU's electric rates, fees and charges. • If approved, the new rates will become effective July 1, 2022. DATE: June 15, 2022 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: Matthew R. Burris, AICP, LEED AP, Deputy City Manager — Community Development/Interim Planning Director Vincent Acuna, Associate Planner SUBJECT: Public Hearing for Consideration of an Appeal of the Planning Commission's Decision to Approve Design Review DRC2021-00120 and Tentative Tract Map 20120 — WDCC Milliken West Residential, LLC, Applicant. The Project is a Site Plan/Architectural Review and Lot Subdivision Related to a Mixed -Use Development Comprising of 671 Apartments and 20,841 Square -Feet of Commercial Space within the Corridor 2 (CO2) Zone on the Northwest Corner of Milliken Avenue and Foothill Boulevard, APNs: 1077-422-51, -55, -98, -99, 1090-121-38, and -39. A CEQA Section 15183(c) Compliance Memorandum was Prepared for this Project. (RESOLUTION NO. 2022-075) (CITY) RECOMMENDATION: Staff recommends that the City Council deny the appeal and uphold the Planning Commission decision to approve Design Review DRC2021-00120 and Tentative Tract Map 202120. BACKGROUND: On April 27, 2022, Design Review DRC2021-00120 and Tentative Tract Map 20120, which is a site plan/architectural review and lot subdivision related to the construction of a mixed -use development comprising of 671 apartments and 20,841 square -feet of commercial space went before the Planning Commission for consideration (Attachment 1). On the date of the meeting, correspondence was received from Lozeau Drury, LLP on behalf of the Supporters Alliance for Environmental Responsibility ("SAFER") raising concerns related to the adequacy of the CEQA Section 15183 compliance memorandum prepared for the project. The Planning Commission reviewed the correspondence from Lozeau Drury, LLP, and determined that the project falls within CEQA Section 15183, and that the compliance memorandum was adequate. The Planning Commission approved Design Review DRC2021-00120 and Tentative Tract Map 20120 and recommended that the City Council approve the associated Master Plan application, DRC2022- 00074 (Attachment 2). Subsequently, Master Plan DRC2022-00074 was approved by the City Council on May 18, 2022. On May 6, 2022, an appeal of the Planning Commission approval was received from Lozeau Drury, LLP, within the 10-day appeal period. The appeal letter contains the same information as the comment letter received from Lozeau Drury, LLP on the date of the Planning Commission meeting on April 27, 2022. Page 810 The project is located on a vacant 17.2-acre site on the northwest corner of Foothill Boulevard and Milliken Avenue. The project has a density of 39 dwelling units per acre, meeting the density range of 36 to 60 dwelling units per acre required by underlying City Corridor High General Plan Designation. The project is split into four blocks. The northwest and northeast blocks comprise of 3-story walk- up apartments, while the southwest block contains a clubhouse and pool area. The southeast block contains a four-story "wrap" building, where residential and commercial units wrap around an above -ground parking structure. All commercial and restaurant space proposed for the project is contained within the Foothill Boulevard ground frontage of the wrap building. The wrap building "anchors" the project site with a significant architectural presence along Foothill Boulevard and Milliken Avenue. All buildings within the project site are designed in the modern interpretation of the classic American farmhouse. All front facades and building entrances are oriented towards streets/sidewalks, helping create a safe and active streetscape. The building placement, appropriate landscape features, and the overall site design creates the feel of an urban, walkable environment as envisioned in the General Plan. ANALYSIS: The City of Rancho Cucamonga adopted a comprehensive update to the City's General Plan (GPU) and certified a Program Environmental Impact Report (EIR) (SCH No. 2021050261) on December 15, 2021. As part of the GPU, the project site was designated for "City Corridor— High" land uses, which allows for residential development at densities ranging from 36 to 60 dwelling units per acre (du/ac) and non-residential development at a Floor Area Ratio (FAR) ranging from 0.6 to 1.5. According to Section 15168 of the CEQA Guidelines, a Program EIR may be prepared on a series of actions that can be characterized as one large project. Use of a Program EIR gives the Lead Agency an opportunity to consider broad policy alternatives and program -wide mitigation measures, as well as greater flexibility to address project -specific and cumulative environmental impacts on a comprehensive scale. Pursuant to Section 15183(c) of the State CEQA Guidelines, "if an impact is not peculiar to the parcel or to the project and has been addressed as a significant effect in the prior EIR or can be substantially mitigated by the imposition of uniformly applied development policies or standards... then an additional EIR need not be prepared for the project solely on the basis of that impact." The 17.2-acre property is designated by the City's General Plan for "City Corridor — High" land uses. The GPU EIR assumed the project site would be developed with 722 multi -family residential dwelling units and 337,154 square feet of commercial retail land uses. The proposed project is fully consistent with the site's GPU land use designation of "City Corridor — High" and would be consistent with all applicable GPU policies. Therefore, no subsequent or supplemental EIR was required for the proposed project. To demonstrate that no subsequent EIR or environmental review is required, a CEQA Section 15183 Compliance Memorandum dated March 22, 2022, was prepared by T & B Planning (Exhibit M on Attachment 1). Staff evaluated this memorandum and concluded that the project is within the scope of the EIR adopted and certified as part of the City's GPU on December 15, 2021. The appellant's appeal letter (Attachment 3) asserts that the project does not meet the requirements of CEQA Section 15183. The appellant claims that the project has potential impacts to air quality, biological resources, energy, and greenhouse gas emissions that necessitate further environmental review. The applicant has provided a response letter (Attachment 4) to address Page 2 Page 811 the comments discussed in the appeal. The appellant's comments and the applicant's responses are summarized below. A. The City Incorrectly Applied CEQA's Section 15183 Categorical Exemption to the Project and Thus a Full CEQA Analysis is Required. Response: The purpose of CEQA Guidelines Section 15183 is to reduce the need to prepare repetitive environmental studies. For projects that meet the requirements of Section 15183, the Lead Agency is required to limit its examination of environmental effects to those effects which the Lead Agency determines, in an initial study or other analysis. The proposed project is within the residential density range and commercial square footage contemplated by the General Plan EIR for the site. The compliance memorandum submitted by the applicant and peer reviewed by the City offered no substantial evidence that the project will have any project -specific impacts that will require further CEQA analysis. B. The City Must Prepare a CEQA Document or Adopt a Statement of Overriding Considerations With Regard to This Project. Response: The letter claims that second tier EIR is required for the project because the General Plan EIR found some impacts to be significant and unavoidable, and also contemplated that some projects would require further review. The applicant cited two cases, but neither of those cases addressed CEQA Guidelines Section 15183 in any way. The fact that the GPU EIR found some impacts to be significant and unavoidable and said some additional CEQA review would occur for some individual projects does not necessitate this project to be reviewed in a second tier EIR. C. The Project Will Have Project -Specific Significant Effects Which Were Not Addressed in the GPU EIR (Air Quality, Biological Resources, Energy, and Greenhouse Gas Emissions). Response: Air Quality Since the project will have a density of 39 dwelling units per acre which is less than the 60 dwelling units per acre maximum contemplated by the GPU EIR, the project would result in a net reduction of 8,390 vehicular trips per day as compared to what was evaluated for the project site in the GPU EIR. This directly lowers the air quality impact of the project from what was evaluated in the GPU EIR as a majority of the project's air quality emissions would result from vehicular traffic. Construction activities associated with the project would adhere to emissions control strategies established by the South Coast Air Quality Management District and assumed in the Air Quality Management Plan, as well as the emission control strategies included in the GPU and the City's Climate Action Plan. The project would not involve any construction activities peculiar to the project site nor require additional project -specific analysis. Further, the GPU EIR addressed construction near sensitive receptors and determined that the temporary exposure to diesel Particulate Matter would be less than significant. Page 3 Page 812 Biological Resources The potential for the project site to support sensitive plant species was addressed in the February 2018 Habitat Assessment, and again in the February 2022 Habitat Assessment. Each of the Habitat Assessments determined that the project site does not provide suitable habitat for any of the special -status plant species known to occur in the area. The project site has been subject to a variety of disturbances including on -going disking/weed abatement activities, stockpiling of soils, and activities associated with the surrounding developments. The southeast corner of the project site is used as a seasonal pumpkin patch and Christmas tree farm that has covered portions of this area in loose gravel. The determination that the project site does not have the potential to support special -status plant species is a valid conclusion. Energy Consistent with the GPU EIR conclusions, project construction and operations would not result in the inefficient, wasteful, or unnecessary consumption of energy. Further, the energy demands of the project can be accommodated within the context of available resources and energy delivery systems. The project would therefore not cause or result in the need for additional energy producing or transmission facilities. The project would not engage in wasteful or inefficient uses of energy and aims to achieve energy conservation goals within the State of California. The project would be less intense than the land uses assumed by the GPU EIR for the project site, indicating the project's overall energy demand would be less than what was evaluated and disclosed by the GPU EIR. Further, the project has been designed to exceed Title 24 energy efficiency standards. The project applicant has committed to Zero Net electricity through the purchase of electricity that is generated from 100% renewable energy from RCMU, as available. There are also no unusual project characteristics or construction processes that would require the use of equipment that would be more energy intensive than what is used for comparable activities, or equipment that would not conform to current emissions standards. Therefore, construction - related energy demand would not exceed what was anticipated in the GPU EIR. There are no impacts that are peculiar to the project site; there are no direct or cumulatively considerable impacts of the proposed project that were not already evaluated by the GPU EIR; and there are no new or more severe impacts to the environment beyond what was previously evaluated and disclosed by the GPU EIR. Greenhouse Gas (GHG) Emissions The City's Climate Action Plan (CAP) was prepared consistent with the standards of CEQA Guidelines Section 15183.5 and is a qualified GHG emissions reduction plan. Projects that comply with the CAP, as determined through completion of the CAP Consistent Review Checklist, may rely on the CAP for the analysis of cumulative GHG emissions impacts as part of the CEQA process. The project has been reviewed for consistency with CAP through completion of the CAP Consistency Review Checklist. Therefore, the project's GHG emissions would not be cumulatively considerable. In addition, the Compliance Memo prepared for the project analyzes the project's consistency with the 2017 Scoping Plan Update, which reflects the State 2030 reduction target. The project would not conflict with any of the provisions of the Scoping Plan Update and would be subject to any regulations adopted. The project would be consistent with the CARB 2017 Scoping Plan Update, and therefore also would be considered consistent with the GHG reduction mandates specified by SB 32. Page 4 Page 813 The failure of the GPU to meet the State's long-term GHG emissions reduction goals in 2050 is the basis for the significant and unavoidable impact conclusion presented in the GPU EIR and associated statement of overriding considerations. With respect to the project, no further analysis is necessary or required by CEQA as it pertains to future year GHG reduction targets because the project's horizon (buildout) year is anticipated to occur in 2024. Because the project's opening year would be 2024, the project's GHG emissions are instead evaluated against the 2030 reduction requirements set forth by Executive Order S-3-05 and SB 32, which the City's General Plan and CAP achieves. Staff has reviewed the appellant's comments and the applicant's responses and determined that the CEQA Section Compliance Memorandum dated March 22, 2022, adequately addresses all CEQA requirements. No further environmental review for the project is necessary. Staff recommends that the City Council deny the appeal and uphold the Planning Commission decision to approve Design Review DRC2021-00120 and Tentative Tract Map 20120. FISCAL IMPACT: The applicant has submitted a Fiscal Impact Analysis prepared by the Development Planning & Financing Group (DPFG), dated March 29, 2022. The Fiscal Impact Analysis concluded that the project would produce an annual recurring surplus to the General Fund in the amount of $246,000. COUNCIL MISSION / VISION / GOAL(S) ADDRESSED: The proposed mixed -use development will help achieve the City Council Core Values of providing and nurturing a high -quality life for all, promoting and enhancing a safe and healthy community for all, and a continuous pursuit of improvement. It is the City Council's vision to make Foothill Boulevard the City's mixed -use corridor, featuring a variety of urban developments that will enable a vibrant, walkable neighborhood that residents, workers, and visitors can enjoy. The proposed mixed -use project fits in this vision. /_Aif_TS]:ILTA IMI►11&3 Attachment 1 — Planning Commission Staff Report with Exhibits Attachment 2 — Planning Commission Resolutions 22-10, 22-11 and 22-12 Attachment 3 — Lozeau Drury, LLP Appeal Letter dated May 6, 2022 Attachment 4 — Applicant Response Letter dated April 27, 2022 Attachment 5 — City Council Resolution 2022-075 Page 5 Page 814 DATE: April 27, 2022 TO: Chairman and Members of the Planning Commission FROM: Matthew R. Burris, AICP, Deputy City Manager — Community and Economic Development/Interim Planning Director INITIATED BY: Vincent Acuna, Associate Planner SUBJECT: LOCATED AT THE NORTHWEST CORNER OF FOOTHILL BOULEVARD AND MILLIKEN AVENUE - WDCC MILLIKEN WEST RESIDENTIAL, LLC - A request to establish a Master Plan and construct a mixed -use development comprising of 671 apartments and 20,841 square feet of commercial space within the Mixed -Use Urban Corridor (MU-UCR) District, APNs: 1077-422-51, -55, -98, -99, 1090-121- 38, and -39. (Design Review DRC2021-00120, Tentative Tract Map 20120 (SUBTT00024), and Master Plan DRC2022-00074) RECOMMENDATION: Staff recommends the Planning Commission take the following action: Approve Design Review DRC2021-00120 and Tentative Tract Map 20120 (SUBTT00024) through the adoption of the attached Resolution of Approval with Conditions. Recommend to City Council the approval of Master Plan DRC2022-00074 through the adoption of the attached Resolution of Approval with Conditions. EXECUTIVE SUMMARY: A request to establish a Master Plan and construct a mixed -use development with 671 apartment units and 20,841 square feet of commercial space on a 17.2-acre site. BACKGROUND: The 17.2-acre project site is located at the northwest corner of Foothill Boulevard and Milliken Avenue and is zoned Mixed -Use Urban Corridor (MU-UCR) District. The project site covers approximately three -fourths of the city block bordered by Elm Avenue to the west, Milliken Avenue to the east, Church Street to the north, and Foothill Boulevard to the south (Exhibit A - Aerial). The project site is "L" shaped with frontages along Elm Avenue, Church Street, Milliken Avenue, and Foothill Boulevard, interrupted only by an existing shopping center located at the northeast corner of Elm Avenue and Foothill Boulevard. The site slopes from north to south and is covered by low vegetation. The existing Land Use, General Plan and Zoning Designations for the project site and adjacent properties are as follows: Land Use General Plan Zoning Site Vacant City Corridor High Mixed Use - Urban Corridor (MU-UCR) District North Multifamily Residential Suburban Medium High (MH) Residential District' Neighborhood Moderate South Commercial/Retail Pad City Corridor High Financial, Restaurants, Residential (MFC) Buildings/Uses District 1,1 Attac�ibnt 1 Shopping Center Industrial Park IP District3 East Hospital art City Corridor High Hospital and Related Facilities, Office (MHO) District Vacant part West Shopping Center City Corridor High Community Commercial CC District' 1 — Terra Vista Planned Community; 2 — north of Foothill Boulevard; 3 — south of Foothill Boulevard PROJECT ANALYSIS: A. Overview and Site Layout: The project has a proposed density of 39 dwelling units per acre, meeting the density range of 36 to 60 dwelling units per acre required by the City Corridor High General Plan Designation. Two interior streets running north to south and east to west split the project into four areas, creating a block network within the site (Exhibit B — Detailed Site and Landscape Plan). A description of what is proposed for each block/quadrant as well as the project's interior streets are outlined below: i.) Interior Streets Two interior streets running north to south and east to west are proposed within the project site. The north -south interior street runs from Church Street and connects to an existing driveway leading to Foothill Boulevard. The east -west interior street runs from Milliken Avenue and connects to an existing driveway leading to Elm Avenue. These interior streets are designed with the look, feel, and function of neighborhood streets to help create an urban environment that is envisioned by the General Plan. The urban environment is enhanced further with proper building placement along the streets, "on -street" angled parking, and appropriate landscape features. The interior streets intersect toward the center of the project, creating a balanced circulation pattern throughout the site. ii.) Northwest and Northeast These two blocks are primarily comprised of 3-story walk-up apartments with entrances oriented either toward the project boundaries abutting public streets or the interior streets within the site. Stand-alone garages, surface parking areas, and trash enclosures are plotted within the interior of these two blocks, screening these facilities from public view. iii.) Southwest A clubhouse, pool, and dog park occupy this block. The clubhouse contains the leasing office, fitness center, and multi -purpose room. The clubhouse building is oriented towards the project's two interior streets. The southern portion of block abuts a parking area for an existing shopping center. iv.) Southeast This block contains a four-story "wrap" building, where residential and commercial units wrap around an above -ground parking structure. All 20,841 square feet of commercial and restaurant space proposed for the project is contained within the Foothill Boulevard ground frontage of the wrap building. As such, a small surface parking lot is proposed west of the wrap building, primarily servicing the commercial spaces. Building entrances are proposed along all four sides of the building for pedestrians, while vehicle entrances to the parking structure are available along the west and north elevation. The wrap building "anchors" the project site with great building placement along Foothill Boulevard and Milliken Avenue. The wrap building's setback ranges from 0 feet to 20 feet from the property line along Foothill Boulevard, creating a significant architectural presence at a primary intersection in the city. The setback range also allows opportunity for enhanced sidewalk widths and outdoor dining/gathering space to support the ground -floor commercial and encourage a walkable environment. B. Architecture: All buildings within the project site are designed in the modern interpretation of the classic American farmhouse. Design elements that reinforce the farmhouse architecture include batten board siding, corrugated metal awnings, wood railings, sloped roofs, and a primarily white and gray color scheme. Page 2 of 7 Page 816 Contemporary architectural elements such as horizontal wood siding, stucco, flat roofs, large windows, and horizontal metal beams are also incorporated into the buildings, giving the farmhouse design a modern appearance. All building materials are carried to all elevations. Horizontal articulation along the building planes as well as vertical articulation on rooflines breaks down the building massing and creates architectural interest (Exhibit C — Elevations, Unit Plans, and Renderings). The ground floor commercial frontages on the south side of the wrap building (facing Foothill Boulevard) are treated with a variety of architectural elements that blend the farmhouse and modern styles together (Exhibit D — Partial Foothill Elevation). Elements such as corrugated metal awnings and eyebrow canopies placed at different heights and distances from the curb, further enhance the overall architecture by creating visual interest and variation at the storefronts. Additionally, the commercial space is designed with a ceiling height of roughly 16 feet to accommodate a range of commercial uses, as required by the General Plan. C. Unit Composition and Floor Plans: All residential units will be housed in either 3-story walk-ups on the northeast and northwest portions of the site, or within the 4-story wrap building at the site's southeast corner. A total of 323 and 348 units will be located within the 3-story walk-ups and the 4-story wrap building, respectively, with the project providing a grand total of 671 apartments. Studios range in size from 488 to 659 square feet, while 1-bedroom units range from 634 to 1,004 square feet. 2-bedroom units range from 933 to 1,261 square feet. Additionally, 20,841 square feet of ground floor commercial space is located along the 4-story wrap building's Foothill Boulevard frontage. The table below summarizes the unit composition for both the 3-story walk-ups and the 4-story wrap building. UNIT SUMMARY Residential Unit Type 3-Story Walk -Up 4-Story Wrap Total -Studio 84 units 33 units 117 units -1 Bedroom 153 units 194 units 347 units -2 Bedroom 86 units 121 units 207 units TOTAL 323 units 348 units 671 units Commercial -Commercial SF N/A 1 20,841 20,841 D. Recreation Amenities: The project provides 10 active residential amenities. Resident amenities include two pool/spa areas, an indoor gym, a community multi -purpose room with kitchen, an enclosed dog park with separate areas for small and large dogs, an observation deck, outdoor exercise area, outdoor gaming area, eight BBQ grill areas, and an enclosed children's play area (Exhibit E — Overall Landscape Plan and Amenity Details). E. Fencing and Access: Most of the project site is ungated and is therefore publicly accessible by foot or by car. Vehicular entrances and sidewalks to the project's two interior streets from Church Street, Foothill Boulevard, Elm Avenue, and Milliken Avenue are ungated. There are three pedestrian gates/fences that control access to the two clubhouse/pool areas and the fitness courtyard within the wrap building. The only vehicular gate on the property is utilized to separate the upper levels of the wrap building parking structure that is designated for residents from the first story of the parking structure that is primarily dedicated to commercial uses (Exhibit F — Wall and Fence Plan). F. Master Plan and Proposed Development Standards: One of the objectives of a Master Plan is to allow for the coordinated comprehensive planning of a subarea of the city in order to 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. The project includes a Master Plan application (Master Plan 2022-00074) Page 3 of 7 Page 817 which proposes a site -specific set of development standards (Exhibit G — Harvest at Terra Vista Master Plan). These standards are meant to accommodate a well-balanced, functional, and highly walkable public realm within and around the project. The master plan is also intended to enable the development of two primary building types (3-story walk-ups and the 4-story wrap building). The table below lists the development standards proposed with Master Plan Master Plan 2022-00074. PROPOSED SITE -SPECIFIC DEVELOPMENT STANDARDS Development Standard Proposed Density (dwelling units/acre 36 DU/AC Front Setback' - Foothill Boulevard 0' to 23' Front Setback' — Milliken Avenue 12' to 20' Front Setback' — Church Street 15' to 23' Front Setback' — Elm Avenue 10' to 15' Front Setback' - Interior Streets (Applicable to all building frontages facing interior streets 5' to 7' Interior Setback (West property line facing adjacent shopping center) 124' Interior Setback (South property line facing adjacent shopping center) 56' Distance Between Buildings Per Building Code Building Height — Walk -Ups 3 Stories Building Height — Wrap Building 4 Stories Landscape Area Overall net area Min. 10% Open Space Min. 150 SF/unit 100,650 SF Parking RCMC Chapter 17.64 (see below) 1 — Measured from Property Line. For interior streets, property line is generally at the inside edge of the adjacent sidewalk (public right-of-way) G. Walkability: The project provides a complete pedestrian network, with sidewalks provided on both sides of all interior streets and along the project perimeter. Sidewalks along the interior streets are proposed to be 5 feet in width, while sidewalks along the project perimeter adjacent to public streets are 8 to 10 feet wide, allowing adequate space for pedestrian activity (Exhibit H — Walkway Circulation Plan). The proposed pedestrian routes are dotted with linear parks, seating areas, and landscaping, and uninterrupted by blank expanses or parking lots, resulting in an attractive walking environment. All front facades and building entrances are oriented towards streets/sidewalks, helping create a safe and active streetscape. H. Parking: The project's master plan is designed to mirror the City's current parking requirements as described in Section 17.64 of the Development Code. Based on all proposed uses on site, the project is required to provide 1,468 parking stalls, 671 of which are required to be in a garage or carport. Required parking includes tenant and visitor parking for the residential portion of the project, as well as parking for all commercial spaces. The project provides 1,468 parking stalls, 942 of which are covered, meeting the parking requirement (Exhibit I — Parking Plan). In order to ensure that on -site parking is properly managed, the applicant has provided a Parking Management Plan (Exhibit J — Parking Management Plan). This Parking Management Plan outlines how residential, guest, and commercial parking spaces are assigned, and details enforcement actions that apartment management can take in response to any potential parking violations. The following parking analysis table provides a breakdown of the required and provided parking spaces on -site. PARKING ANALYSIS Number Square Parking Ratio Required of Units Footage Parking Page 4 of 7 Page 818 Multi -Family unit 117 N/A 1.3 per unit 152 studio 1 in garage or carport Multi -family unit 347 N/A 1.5 per unit 521 One bedroom) 1 in garage or carport) Multi -family unit 207 N/A 2 per unit 414 Two bedrooms 1 in garage or carport Visitor parking 671 N/A 1 per 3 units 224 Commercial (Retail) N/A 8,590 4 per 1000 square feet 34 Commercial N/A 12,251 10 per 1000 square feet 123 Restaurant Total Parkin Spaces Required 1,468 Total Parking Spaces Provided 1,468 Total Covered Parking Spaces Required/Provided 671/942 I. Tentative Map: The project includes the subdivision of the project site into four (4) numbered lots for condominium purposes, for the development of 671 apartments and 20,841 square feet of commercial space (Exhibit K — Tentative Map 20120). Each lot will help facilitate construction, circulation, and other components of the project. J. Public Art: This project is required to provide public art as outlined in Chapter 17.124 of the Development Code. Based on the number of residential units and commercial square footage for this project, the total art value required per Section 17.124.020.C. is $524,091. A condition has been included pursuant to the Development Code that requires the public art requirement to be met prior to occupancy. K. Design Review Committee: The project was reviewed by the Design Review Committee (Williams, Morales) on March 15, 2022. The Committee recommended approval of the project to the full Planning Commission. This is reflected in the in the Design Review Committee Comments (Exhibit L — DRC Minutes dated March 15, 2022). L. General Plan Consistency: The General Plan designations are centered around four primary components: Land Use and Development Intensity, Built Form and Character, Access and Connectivity, and Parks and Open Space. The project is located in the Corridor High designation of the General Plan, which is intended to provide for medium to high intensity developments along Foothill Boulevard that include a range of amenities, conveniences, housing options, and more at the edges of many existing and future neighborhoods. The project has been well -designed to align with the Corridor High designation. The project proposes a density of 39 units per acre, which falls within the expected range of the Corridor High designation of 36-60 units per acre. The proposed site plan includes proper building placement near the sidewalks with proper orientation to exterior or interior streets to accommodate active frontages and ground floor uses. The strategic placement of the buildings forms strong circulation patterns and streetscapes, helping create the desired urban character of the Corridor. The project site also has the benefit of street frontage on four sides and has taken advantage of those frontages to provide easy access and strong connectivity. The site is divided into quadrants, using privately owned streets to create walkable blocks in and throughout the project site. While the streets are privately owned, they will be public accessible and designed to look, feel, and function like public streets, as envisioned by the General Plan. CEQA DETERMINATION: The City of Rancho Cucamonga adopted a comprehensive update to the City's General Plan (GPU) and certified a Program Environmental Impact Report (EIR) (SCH No. 2021050261) on December 15, 2021. As part of the Page 5of7 Page 819 GPU, the Project site was designated for "City Corridor — High" land uses, which allows for residential development at densities ranging from 36 to 60 dwelling units per acre (du/ac) and non-residential development at a Floor Area Ratio (FAR) ranging from 0.6 to 1.5. According to Section 15168 of the CEQA Guidelines, a Program EIR may be prepared on a series of actions that can be characterized as one large project. Use of a Program EIR gives the Lead Agency an opportunity to consider broad policy alternatives and program -wide mitigation measures, as well as greater flexibility to address project -specific and cumulative environmental impacts on a comprehensive scale. Pursuant to Section 15183(c) of the State CEQA Guidelines, "if an impact is not peculiar to the parcel or to the project, has been addressed as a significant effect in the prior EIR, or can be substantially mitigated by the imposition of uniformly applied development policies or standards... then an additional EIR need not be prepared for the project solely on the basis of that impact." The 17.2-acre property is designated by the City's General Plan for "City Corridor — High" land uses. The GPU EIR assumed the Project site would be developed with 722 multi -family residential dwelling units and 337,154 square feet of commercial retail land uses. The proposed Project is fully consistent with the site's GPU land use designation of "City Corridor — High" and would be consistent with all applicable GPU policies. Therefore, no subsequent or supplemental EIR is required for the proposed project. To demonstrate that no subsequent EIR or environmental review is required, a CEQA Section 15183 Compliance Memorandum dated March 22, 2022, was prepared by T & B Planning (Exhibit M — CEQA Section 15183 Compliance Memorandum). Staff evaluated this memorandum and concluded that the project is within the scope of the EIR adopted and certified as part of the City's GPU on December 15, 2021. The project will not have one or more significant effects not discussed in the GPU EIR, nor have more severe effects than previously analyzed, and that additional or different mitigation measures are not required to reduce the impacts of the project to a level of less than significant. CORRESPONDENCE: This item was advertised as a public hearing with a regular legal advertisement in the Inland Valley Daily Bulletin newspaper, the property was posted, and notices were mailed to all property owners within a 660-foot radius of the project site. To date, no written correspondence, phone calls, or in person inquiries have been received regarding the project notifications. COUNCIL MISSION / VISION / GOAL(S) ADDRESSED: It is the City Council's vision to make Foothill Boulevard the City's mixed -use corridor, featuring a variety of urban developments that will enable a vibrant, walkable neighborhood that residents, workers, and visitors can enjoy. The proposed mixed -use development fits in this vision by developing a block of this mixed -use corridor. EXHIBITS: Exhibit A - Aerial Exhibit B - Detailed Site and Landscape Plan Exhibit C - Elevations, Unit Plans, and Renderings Exhibit D - Partial Foothill Elevation Exhibit E - Overall Landscape Plan and Amenity Details Exhibit F - Wall and Fence Plan Exhibit G - Harvest at Terra Vista Master Plan Exhibit H - Walkway Circulation Plan Exhibit I - Parking Plan Exhibit J - Parking Management Plan Exhibit K - Tentative Map 20120 Exhibit L - Draft DRC Minutes dated March 15, 2022 Exhibit M - CEQA Section 15183 Compliance Memorandum Page 6of7 Page 820 Exhibit N - Draft Resolutions of Approval 22-12 TTM Harvest Exhibit O - Draft Resolutions of Approval 22-11 DR Harvest Exhibit P - Draft Resolutions of Approval 22-10 MP Harvest Exhibit Q - Conditions of Approval Exhibit R - Statement of Agreement Page 7of7 Page 821 � W OJ ® W q cZ� oWH'O o R c 'o'HI > z O w�O l iu:�_w a�<_=�8`a KS<zi-$$fly0m f s8 �F w a ----- . . . . . . . . .... w � i 0 0 z s a �d°o 0 as-H o.p 2 o I � 4CLI-y' w� � � 0 8 Via= g W ° 0 H � zoo aF H zit V ¢¢ map$ 1 1 1 -1 1 s I I I I I I I d i II / / / / x / / . • '� �. i�------�--_ x�, } ::►.. 4v o 00i U Hal 0- QN cc �N Z Qz O zZ p H a N Q J C H w F— U) Q ry LU LU LL 2 vODP 7- <<co De w 00� NQ� � O =w Q� 0 2 0 Z v U J J J Q F— Z W op oP LNLI U F— Ci >W Q > d Z W Q � Z J Q J_ F CZ^ 00 Uza O-a �o �^a Pag 22 W 31tl1d'0'1 — z 0 o W w W U) Q W z 0 h > w w x r 0 V) 6 O H w w x x O z z 0 w N wo Joao w a0Qz0.z F Fz�3:z_O w�oo�c�ao0. �aarca� z»���¢�� o00 00 ?i 0 0,I Q id o Iil z NN 0 0 (DNP LU J OZ W V W O OU � sD U0 _0 Lu D = W C Uz Q0 0 Z v U X Page 823 U J J J Q F— Z W 0 a W ¢ D!fU F—o V) z LUCL ¢ J 5 � Zw wQ �Z J Q Z �zn 00 UL6 Uza ova 20 �^a Cl) w w Z w 0 U U U W z tz LL v Of w z Of O U O Z_ U W J 10.0 1" I � z Z w V r Y Q w w W O U 4� p� W ui .. z o z Of O Ll I co O m D U Page 824 vOD NP P Q¢lo UfU w� �U� NQ� Uo w: W UZ QO 0 z v v U J J J Q Z W 0 ro OP Lu ¢ �U �o Ln Z LU¢ CL 5 :D ZW LU Q Z J Q �z^ Z 00 UL6 Uza Ora 20 �^a N 0,I Q �a& z w-00 N g ON 00 ®_ w.. 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A}A' y �".,•° x'.Fh� ' •'. NNNNNNNNNNANN IINN 11,41MMNM _ , � �' NNMNMNMNNMM MMMMN �MMMMN � �� �_- j4- is:�* s*ME "I rk lb � pp =r . 4 L I L FEHRtPEERS MEMORANDUM Date: March 29, 2022 To: Brian Jacobson, Lewis Management Corp From: Spencer Reed, PE and Jason Pack, PE Subject: Harvest at Terra Vista Parking Management Plan OC22-0877 This memorandum presents the parking management plan for the Harvest at Terra Vista (Project) development in the City of Rancho Cucamonga, California. This parking management plan was prepared based the requirements of the City of Rancho Cucamonga Municipal Code Section 17.64.070. Project Description The Project is bounded by Elm Avenue to the west, Milliken Avenue to the east, Foothill Boulevard to the south, and Church Street to the north. The southwest corner of this block contains existing retail uses, including a fast-food restaurant, which are not part of the Project, but will be utilized to meet the commercial parking requirements. The Project comprises of the following land uses: • 323 three-story walk-up dwelling units • 348 wrap product dwelling units • 20,841 sq. ft. of commercial space o 8,590 sq. ft. of retail space 0 12,251 sq. ft. of restaurant space The Project proposes to provide 1,310 residential parking spaces. The residential parking includes spaces for residents and guests with the use of angled and perpendicular parking on internal drive aisles, parking in private garages, and driveway spaces behind some of the garages. The Project Exhibit J Page 881 Brian Jacobson March 29, 2022 Page 2 of 9 provides the required number of residential parking spaces per the City of Rancho Cucamonga Municipal Code Section 17.64.050. The Project proposes to provide 85 commercial parking spaces in the lower level of the wrap residential parking structure and 35 parking spaces in the surface lot adjacent to the wrap building, with the remaining requirement of 37 spaces to be fulfilled by sharing surface parking with the existing commercial development. The Project also proposes to implement a parking management plan. Table 1 summarizes the proposed commercial parking supply for the Project. The existing Terra Vista Commons commercial development, which is directly adjacent to the Project site, consists of the following uses: • 7,100 sq. ft. of retail space • 2,790 sq. ft. of restaurant space • 3,500 sq. ft. of fast-food space It should be noted that all parcels of the existing commercial development have one owner. That owner also owns the multi -tenant commercial building. The fast food restaurant has a separate owner and a ground lease from the owner of the commercial center. The existing surface parking lot operates as one large shared parking pool, the existing uses and the total parking supply are considered as one development for the purposes of this analysis. However, it should be noted that our observations indicate that the bulk of the non -utilized parking on the site consists of the exiting spaces between the McDonalds's building and the AT&T store, north of those buildings. The existing surface parking lot contains 160 parking spaces. Since the commercial use of the Project will have designated parking, and will be parked separately from the residential uses, the remainder of this memorandum addresses the proposed shared parking between the existing and proposed retail on the site. Parking Required Per City Code Table 2 summarizes parking requirements of the commercial portion of the Project and the existing commercial development per the Rancho Cucamonga Municipal Code Section 17.64.050. As shown in the table, a total of 157 parking spaces are expected to be required for the proposed Project's commercial use per the City's municipal code. Additionally, a total of 91 parking spaces are required of the existing commercial development. Page 882 Brian Jacobson March 29, 2022 Page 3 of 9 Project Shared Parking Analysis A shared parking analysis was conducted using methodologies and assumptions provided in Shared Parking, 31 Edition (Urban Land Institute [ULI], 2020). The ULI sponsored a national study that established a basic methodology for analyzing parking demand in mixed -use developments and developed averages for parking rates by land use. The analysis presented in this memorandum utilizes the data from the Shared Parking, 3rd Edition report. The shared parking methodology establishes the base parking rate, parking demand reductions, and hourly/monthly demand patterns for each land use. The overall parking demand is calculated by considering the parking demand patterns and parking demand reductions (potential for non - auto modes and internal capture) for each component of the project being analyzed. Information regarding the parking rates, parking demand reductions, and parking demand patterns for the Project and the existing commercial development is provided below. Parking Rates The shared parking analysis for the Project's commercial use utilized the City of Rancho Cucamonga parking requirements that were adjusted to match the proportions base parking rates for customers and employees as determined by ULI. Table 3 identifies the parking allocation of customers and employees and demonstrates that the parking requirement for the commercial portion of the Project meets the City of Rancho Cucamonga parking requirement of 157 parking spaces. Table 3 also identities the parking rates developed for the existing commercial development which reflects the 91 parking space requirement. Separate rates were used for weekday and weekend and for customers and employees. The derived rates use the daily/hourly/seasonal patterns for calculating the parking demand based on the unique travel characteristics of the project being analyzed. Adjustments were made for two travel factors to match the ULI shared parking methodology: the potential for non -auto modes and the estimated non -captive (otherwise known as internal capture) of parking between the land uses in the area (e.g. people from the on -site residential uses accessing the retail). Parking Demand Reductions The shared parking analysis allows for adjustment in the base parking rate due to factors such as mode split/walk-in and non -captive ratio. These factors are based on the mix of uses in the project, Page 883 Brian Jacobson March 29, 2022 Page 4 of 9 size of the uses, and location of the project. Additional information regarding these factors is provided below. • Mode Adjustment — One factor that affects the overall parking demand at a particular development is the number of visitors and employees that arrive by automobile. The alternatives considered in the analysis account for the effects of pedestrian, bicycle, drop- off, and transit access to the site. • Noncaptive Ratio —Also known as trip internalization. Based on data from empirical studies through sources such as ULI, it is known that a certain percentage of trips in mixed -use developments (depending on the mix of land uses in the project) are trips moving between the land uses on -site, i.e., they were internally captured on the site. Adjustments were made to the analysis to account for trip internalization. Table 4 documents the adjustment percentages applied to customers and employees to each of the land uses for different periods of the day. Although Foothill Boulevard provides frequent transit opportunities to access the commercial development and increased residential development along the corridor will allow for additional pedestrian/bicycle activity to the site, we assumed no mode split adjustment to reflect a conservative condition of all customers and employees driving to the site. The non -captive ratio was applied based on the mix and size of the uses in the Project and existing commercial development. These ratios were based on standards provided in Shared Parking, 31 Edition. It is assumed that some patrons will only park a vehicle once but visit multiple components of the Project and existing commercial development. Parking Demand Patterns The shared parking analysis uses monthly adjustment factors and time -of -day adjustment factors to account for the variation in parking demand for different land uses. Based on the anticipated land uses and parking demand reductions applied, monthly adjustment factors are applied based on the month that will result in the greatest parking demand (peak month). The time -of -day factors are applied to the peak month demand to determine the estimated parking demand throughout the day. Table 5 documents the weekday peak month adjustment and time -of -day adjustment for customers and employees. Table 6 documents the weekend peak month adjustment and time -of - day adjustment for customers and employees. Page 884 Brian Jacobson March 29, 2022 Page 5 of 9 Shared Parking Demand Table 7 summarizes the shared parking analysis of the existing commercial development using the methodology and assumptions described above. As shown in the table, an estimated peak parking demand of 89 spaces (74 for customers and 15 for employees) will occur on a weekend at 12:00 PM in December. With inclusion of the Project an estimated peak parking demand of 240 spaces (203 for customers and 37 for employees) will occur on a weekend at 12:00 PM in December as documented in Table 8. Table 9 and Table 10 present the estimated total parking demand distribution by each land use category for weekday and weekend day, respectively. Figure 1 and Figure 2 show weekday and weekend shared parking demand estimates for each month of the year. Demand for the month of December is divided into "December" and "Late December'. Existing Parking Demand A parking survey of the existing commercial development was conducted during the evening of March 10, 2022. Peak parking demand was found to be approximately 27 vehicles at 6:00 PM. According to the shared parking analysis conducted for the existing commercial development, a parking demand of 69 vehicles would be expected at 6:00 PM in March. The existing site parking observations indicate half of the demand compared to what was estimated using the shared parking methodology that was adjusted to reflect City parking code requirements. Therefore, it can be assumed that the actual peak parking demand at 12:00 PM as determined in Table 7 could be lower than the 88 spaces identified and provides a conservative assessment. Parking Supply and Demand Conclusions The shared parking analysis of the existing commercial development and the commercial portion of the Project, utilizing City parking requirements, ULI parking demand reductions, and time -based demand patterns resulted in a weekday parking space demand of 235 spaces and a weekend parking space demand of 240 spaces. According to the Rancho Cucamonga Municipal Code Section 17.64.050, the Project would require 248 parking spaces (91 for the existing commercial development and 157 for the Project). While the Project will provide less spaces than required per the Rancho Cucamonga Municipal Code (120 proposed compared to 157 required), the site commercial parking supply of 280 spaces (160 existing and 120 proposed) and use of shared parking will satisfy the estimated parking demand. Page 885 Brian Jacobson March 29, 2022 Page 6 of 9 Although the shared parking assessment within the commercial portion of the Project indicates that there will be sufficient parking provided, there is the potential for parking from the residential to "spill out" into the commercial parking if parking for the entire site is not properly managed. As such, we have provided the following parking management recommendations in the following section that should be considered. Parking Management Recommendations The following recommendations are aimed to provide an organized and systematic parking management plan for the Harvest at Terra Vista while mitigating parking congestion in the site's surrounding neighborhoods. These recommendations should be continually reviewed/updated as needed to maximize the efficiency of the parking facilities if necessary. Commercial Parking Recommendations Commercial Parking Locations All commercial parking will be required to park on -site in designated spots identified for commercial parking. These non -reserved parking spaces will be utilized on a first come first serve basis. Commercial users are not allowed to park in residential or guest parking spaces and shall not park in nearby neighborhoods. Even if residential and guest parking spaces are unassigned, commercial users are neither allowed to utilize the unassigned resident parking spaces nor will have access to any gated resident parking area. Static Signage Static signage should be installed within the Project site to guide vehicles to the associated parking facilities. Signage should also be installed within the parking facilities identifying specific parking spaces or identifying the facility as commercial parking for the Project or provides time restrictions that prevents over -night parking within the commercial parking area. The installation of static signage can inform visitors of their parking options and direct them to locations them may not associate with the commercial component of the Project. Assigning Parking Locations Assigning parking locations to commercial employees could reduce demand on desired parking spaces. Employees could be assigned to harder to find or further away commercial parking spaces to free up closer parking spaces for guests. Additionally, assigned employee spaces could be Page 886 Brian Jacobson March 29, 2022 Page 7 of 9 strategically located closest to the residential uses to better management potential parking spill over from the residential uses on the site. Accommodating Transportation Network Companies Providing dedicated pick-up and drop-off locations to Transportation Network Companies (TNC's) such as Uber and Lyft could reduce the parking demand. While the parking demand calculations do not consider parking demand reductions due to alternative modes of transportation, encouragement of TNCs through dedicated pick-up and drop-off locations could result in customers choosing not to drive and park a vehicle. Promoting Other Modes of Transportation Encouraging the use of other modes of transportation such as transit, bicycles, and walking could reduce parking demand. While the parking demand calculations do not consider parking demand reductions due to alternative modes of transportation, encouragement of these types of transportation options through improving transit stops, bicycle parking, or sidewalk improvements could result in customers choosing not to drive and park a vehicle. Residential Parking Recommendations Resident Parking Location All residents and their guests will be required to park on site in designated residential parking spaces. Only residents and their guests with be granted access to the residential parking areas. Guest Parking Location Guest parking will be available on a first -come, first -served basis within the residential community. With appropriate registration, guests will be allowed to park in any unmarked, unassigned residential parking space. Guests are not allowed to park in commercial parking spaces and shall not park in nearby neighborhoods. Register Vehicles with Management All resident vehicles will be required to be registered with building management as part of their lease agreement. Only those registered vehicles will be allowed to park within the community. Management staff will monitor the amount of resident parking spaces that are available. Units will not be leased to tenants if a potential tenant has more vehicles than spaces allotted for their unit. Page 887 Brian Jacobson March 29, 2022 Page 8 of 9 Assigned Vehicle Parking All resident vehicles will be assigned a specific parking spot that is numbered and reserved for the specific vehicles use only. Parking spaces are assigned to one (1) specific resident vehicle only and are not able to be shared with other resident or guest vehicles. If a tenant's vehicle information should change, it is the responsibility of the tenant to notify management in accordance with the lease agreement. Security / Monitoring Management staff and security personnel will be on -site daily from 8am-2:30am to monitor and enforce compliance with the requirements of the Parking Management Plan and the requirements set for in the tenants' lease agreements. Cameras will be also be utilized to monitor the parking areas. Any violation of the parking requirements set forth in the tenants' lease agreements will be subject to towing, revoked parking privileges, and/or eviction. Management staff will employ parking enforcement software to enforce parking rules. Management staff will also review potential parking spill -over into adjacent areas through review of security footage and/or site observations. Maximum Number of Vehicles & Monitoring A maximum total number of vehicles will be allowed per apartment, with the below requirements: • Maximum of 1 parking space for a studio or 1-bedroom apartment • Maximum of 2 parking spaces for a 2-bedroom apartment The number of remaining parking spaces available at the property will be monitored during lease up and stabilization. If there are not a sufficient number of available spaces for a potential resident's vehicles, a lease will not be executed for that prospective tenant. Additional Parking Language The parking rules will include the below requirements: • All resident vehicles must be registered with management • No unregistered vehicles shall be parked on site • Open parking shall be on a first -come, first -serve basis • Residents with an assigned parking space shall only park in that space, and shall not share the parking space with any other vehicle Page 888 Brian Jacobson March 29, 2022 Page 9 of 9 • Resident guests shall park on site, on a first come first serve basis in the open spaces • Residents and guests may have their vehicle towed at their own expense if they do not have the appropriate parking permit displayed • Residents may be non -renewed if parking rules and regulations are repeatedly violated. • If a resident's vehicle information changes, it is his/her responsibility to notify management in writing in accordance with the lease agreement. Failure to do so could result in the vehicle being towed at the owner's expense. Page 889 TABLE 1 PARKING SUPPLY FOR HAVEST AT TERRA VISTA COMMERICAL USES Location Supply Parking Structure Lower Level 85 spaces Surface Parking 35 spaces Shared Surface Parking 37 spaces Total 157 spaces Page 890 TABLE 2 CITY OF RANCHO CUCAMONGA PARKING RATES FOR PROJECT AND EXISTING COMMERCIAL DEVELOPMENT Use Parking Rate [a] Total Size Unit Parking Spaces Required Per Code Number of Spaces Per Unit Project Retail [b] 4 1,000 sqft 8,590 sqft 34.36 Restaurant [c] 10 1,000 sqft 12,251 sqft 122.51 Total 157 Existing Commercial Development Retail [b] 4 1,000 sqft 7,100 sqft 28.4 Restaurant [c] 10 1,000 sqft 2,790 sqft 27.9 Fast Food Restaurant [c] 10 1,000 sqft 3,500 sqft 35 Total 91 Notes a: Source - Rancho Cucamonga Municipal Code Section 17.60.050 b: As retail space is less than 25,000 sf, the space has been identified as offices, financial institutions, retail stores in Rancho Cucamonga Municipal Code c: Identified as restaurants and lounges in Rancho Cucamonga Municipal Code Page 891 TABLE 3 CITY OF RANCHO CUCAMONGA PARKING RATES FOR PROJECT WITH URBAN LAND INSTITUTE CUSTOMER AND EMPLOYEE RATIOS Use Customers Employee Total Size Unit Parking Spaces Required Per Code Project Weekday Ratios Retail 3.22 0.78 8,590 sqft 34.36 Restaurant 8.76 1.24 12,251 sqft 122.51 Total 157 Project Weekend Ratios Retail 3.20 0.80 8,590 sqft 34.36 Restaurant 8.77 1.23 12,251 sqft 122.51 Total 157 Existing Commercial Development Weekday Ratios Retail 3.22 0.78 7,100 sqft 28.4 Restaurant 8.76 1.24 2,790 sqft 27.9 Fast Food Restaurant 8.61 1.39 3,500 sqft 35 Total 91 Existing Commercial Development Weekend Ratios Retail 3.20 0.80 7,100 sqft 28.4 Restaurant 8.77 1.23 2,790 sqft 27.9 Fast Food Restaurant 8.64 1.36 3,500 sqft 35 Total 91 Page 892 TABLE 4 SHARED PARKING MODEL REDUCTION ASSUMPTIONS Mode Adjustment Noncaptive Ratio Weekday Weekend Weekday Weekend Use ULI Land Use Daytime Evening I Daytime Evening Daytime Evening I Daytime I Evening Retail Shopping Center - Customer 0% 0% 0% 0% 3% 5% 3% 5% - Employee 0% 0% 0% 0% 0% 0% 0% 0% Restaurant Family Restaurant - Customer 0% 0% 0% 0% 0% 0% 0% 0% - Employee 0% 0% 0% 0% 0% 0% 0% 0% Fast Food Fast Food Restaurant - Customer 0% 0% 0% 0% 18% 19% 19% 18% - Employee 0% 0% 0% 0% 0% 0% 0% 0% Page 893 Q oa° o0 a o 0 0 0 0 0 N Vl 1p N a o 0 0 0 0 0 o 0 0 0 0 0 a m ID .0 o v o 0 0 0 0 0 a 0 n O co m 0- oo m 0 0 a o ao 0 0 0 0 0 r o m o 0- oo m 0 0 oo m a o 0 0 0 0 0 0 o m o 0 oo m o oo m ao a o co O ma r o 0 o r O� v A a o 0 m o r y r o o a oo p m a, m � F y r o 0 o r w 0 H N O O O w m o 0 0 0 0 0 a o 0 0 0 0 o 0 0 0 0 0 a N o 0 m 0 0 0 O O 0 0 O O o 0 o a o a Q Vl Vt O r m m 0 � O oo Q in in O 00 in in o in r eo r o 0 _o 0 0 0 ¢ m o n rn o o� < o0 00 00 ¢ W N 1O0 OOi N Om r L i C N 0-0 o 0 0 0 0 0 Y V O O O O O t0 N d p U � � N V C � Y C (6 J y f � C K O N d N v N v E E E T O O C O O O O 0-m V w Q J w p fl O J w y m 7 K K ii Page 894 ! /E OR /§ 4§ ol Z /E E/ 4¥ 00 7 /4 4m 4§ Z /r // // 7 /J 4/ \/ {[ \( (( %( \\ \\ (( ([ ( \( (\ %( \ \\ 30 \\ 7 £/ /£ 4/ & ®® ® 0 z co = \ - -IT 01 w \ \\ \\ \\ (\ 2± E t(2 (2 \)\ Page 895 Ot C N d 0 N N N I� W ip W Q � T O � Q � J w 'va Q N o0 0 0 000o O O O O v y O C m y o N d Q H O 1 O N y 6 O 6 O S N 3 N v Q �� v m � m ¢a w a oo �000 v�i Q LL o Q Q c � Z 2 2 m 0 aD h J Q d Z 0 0 w W > O o o c o J W y O w 0 0 a N C o 0 0 0 O w > Q O O O O O O l7 Q O Z a W O Q a Q a < o LL o Q Q o iD oe W Q9 V � 2 W a F � Z T Y Y Z O O O T O O O cc Q lmnJ >> Q a a > o � o0 000a ¢ o 0 0 0 0 0 = o N I5 r N M m� Ili O Q W � Q OD � .6 Q c � l7 l7 l7 m O w a v a c � c c � a v ai O v - O T o -211 Page 896 Q � v Z OC y SIN �II� M NII �, SIN NIIF M NII 0 0 m O M O O 10 _O w ~ N v 0 0 000 I'M -IR ml I� �In III 0 0 0 0 O O O O r NEM I- 1I"1II 0 0 to 0 O o o O O O O O N tp M eD � OD � Page 897 § 2 § k k k § 93 93 LA B 2 ) 2=■gym f�rr! |@a®) !a§=) Em§;§ �e§Q§ �rEe§ |Grey :pat �GG;E fGb@§ 2eEa3 |GORE 7%Bm[ 2;3°5 !=m°E !0 )\(;;® !f m $ ; \ � a o / � z � ! ! ! / q / f § f � 7 , \ \ } � J ! ; , Q ® ! \ � ( � ! � � ® � , ! ! ; ! R 7 g ! J 7 SOMM-122 Page 899 it O Ln N v � Z E J U 41 L E U N L N �C C N O z L N O �-+ U 0 L E Gi Q Qj V) N 7 tw 7 Q WE G l6 7 41 11 i cu 7 C l6 OO O 00 O O N ci ci PueWaa 2ulVed lead IL OR Page 900 O N O Ln N P� N C1 O N N O N O O O O O O Ln O Ln N —4 r-I Puew@(] SUINJed Nead v E N O Z N O U 0 Ln M UA 7 Q v C 7 L Q Q U L c� C L L L.L N L LL IL OR Q�lw Page 901 pro ��-....�. Wk & V a zwoi v Z 85o�mm W wkuw 2 ups$ p '� m qq s F U a oa_ �mao$ «aa` lz gHs a€€83wo' ' I i MU. T of r� � pg� d'6& x o Q W LU I — Page go W w(ho N a Q ZQ° W U ° W V O0 N Q LU N = w UZ 0:fQ Qo 0 z U J J J Q Z wCID W U LU Q 3� Zw wQ J Q J � CZ^ GG � 00 UJi.6 UzP �Na 0 8 0 Design Review Committee Meeting Rains Conference Room AGENDA March 15, 2022 MINUTES Rancho Cucamonga, CA 91730 7:00 p.m. A. Call to Order The meeting of the Design Review Committee was held on March 15, 2022. The meeting was called to order by Mike Smith, Staff Coordinator, at 7:00 p.m. Design Review Committee members present: Diane Williams, Tony Morales Staff Present: Vincent Acuna, Associate Planner B. Public Communications Staff Coordinator opened the public communication and, after noting there were no public comments, closed public communications. C. Consent Calendar C1. Consideration to adopt Regular Meeting Minutes of February 15, 2022. Motion carried 2-0 vote to adopt the minutes as presented. D. Project Review Items D1. LOCATED AT THE NORTHWEST CORNER OF FOOTHILL BOULEVARD AND MILLIKEN AVENUE - WDCC MILLIKEN WEST RESIDENTIAL, LLC - A request to establish a Master Plan and construct a mixed -use development comprising of 671 apartments and 20,841 square feet of commercial space within the Mixed -Use Urban Corridor (MU-UCR) District, APNs: 1077-422-51, -55, -98, -99, 1090-121-38, and -39. (Design Review DRC2021-00120, Tentative Tract Map 20120 (SUBTT00024), and Master Plan DRC2022-00074). The Committee took the following action: )(I Recommend approval to PC/PD. 2-0 Vote Staff made a presentation to the Design Review Committee, followed by a brief presentation by the applicant highlighting project amenities and operations. Both Design Review Committee members were very pleased with the project design, the number of amenities, provided, and the project layout. Committee Member Morales asked about the visibility of the parking structure over the residential wrap building, and if this is a concern for staff. Staff noted that the parking structure protruding beyond the roofline of the residential "wrap" portion of the building is a known issue. Staff requested that the applicant provide a 3D view depicting the parking structure. Based on these renderings, the parking structure visibility will be very minimal. Staff noted that light standards will not be installed on the top level of the parking structure in order to reduce its visibility. Additionally, a Condition of Approval will be added to screen a portion of the Page 903 Exhibit L parking structure in the event that the Planning Director determines that screening is required while the wrap building is under construction. Both Committee members remarked that the proposed project architecture is refreshing and unique for this area. They both liked that the project was broken down into smaller blocks for easy pedestrian access, and the fact that the project is publicly accessible. The Design Review Committee moved to recommend that project as proposed to the full Planning Commission for consideration. E. Adjournment Meeting was adjourned at 8:05 p.m. Approved: Respectfully submitted, Elizabeth Thornhill Executive Assistant, Planning Department Design Review Committee Regular Meeting Minutes — March 15, 2022 Page 2 of 2 Draft Page 904 Exhibit M — CEQA Section 15183 Compliance Memorandum Due to file size, this attachment can be accessed through the following link: https://www.d ropbox.com/sh/py8i3sb3fkd 1uty/AABXm-kCUfZV- FIJGAW8xk27a/WDCC%20Milliken%20West%20Residential%20LLC%20- 20Section%2015183%2OComaliance%20Memo?d1=0&subfolder nav tracki Exhibit M Page 905 RESOLUTION NO. 22-12 A RESOLUTION OF THE PLANNING COMMISSION OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, APPROVING TENTATIVE TRACT MAP 20120, A REQUEST TO SUBDIVIDE A VACANT SITE OF APPROXIMATELY 17.2 ACRES INTO 4 NUMBERED LOTS FOR CONDOMINIMUM WITHIN THE MIXED -USE URBAN CORRIDOR (MU-UCR) DISTRICT, LOCATED AT THE NORTHWEST CORNER OF FOOTHILL BOULEVARD AND MILLIKEN AVENUE AND MAKING FINDINGS IN SUPPORT THEREOF - APNS: 1077-422-51, -55, -98, -99, 1090-121-38, AND -39. A. Recitals. 1. WDCC Milliken West Residential, LLC. filed an application for the issuance of Tentative Tract Map 20120 (SUBTT00024), as described in the title of this Resolution. Hereinafter in this Resolution, the subject Tentative Tract Map request is referred to as "the application." 2. On the 27th day of April 2022, the Planning Commission of the City of Rancho Cucamonga conducted a duly noticed public hearing on said application and concluded said hearing on that date. 3. All legal prerequisites prior to the adoption of this Resolution have occurred. B. Resolution. NOW, THEREFORE, it is hereby found, determined, and resolved by the Planning Commission of the City of Rancho Cucamonga as follows: 1. This Commission hereby specifically finds that all of the facts set forth in the Recitals, Part A, of this Resolution are true and correct. 2. Based upon the substantial evidence presented to this Commission during the above - referenced public hearing on April 27, 2022, including written and oral staff reports, together with public testimony, this Commission hereby specifically finds as follows: a. The application applies to applies to a vacant site located at the northwest corner of Foothill Boulevard and Milliken Avenue; and b. The project site has an area of approximately 17.2 acres. The project site covers approximately three -fourths of the city block bordered by Elm Avenue to the west, Milliken Avenue to the east, Church Street to the north, and Foothill Boulevard to the south; and C. The existing land uses on, and General Plan land use and zoning designations for, the project site and the surrounding properties (relative to the above -noted) are as follows: Land Use General Plan Zoning Site Vacant City Corridor High Mixed Use - Urban Corridor (MU-UCR) District Exhibit N Page906 PLANNING COMMISSION RESOLUTION NO. 22-12 TENTATIVE TRACT MAP 20120 (SUBTT00024) — WDCC MILLIKEN WEST RESIDENTIAL, LLC April 27, 2022 Page 2 Multifamily Suburban North Residential Neighborhood Medium High (MH) Residential Moderate Shopping Center Financial, Restaurants, Residential (MFC)' South (north and south City Corridor High north of Foothill and Industrial Park (IP) of Foothill) south of Foothill East Hospital/ City Corridor High Hospital and Related Facilities, Office Partially Vacant (MHO) West Shopping Center City Corridor High Community Commercial (CC) District' 1 — Terra Vista Planned Community d. The proposal is to subdivide a site of approximately 17-2 acres into 4 numbered lots for condominium purposes, in relation to the construction of a mixed -use development comprising of 671 apartment units and 20,841 square feet of commercial space; and e. The project site will have four points of vehicular access from driveways coming from Church Street, Milliken Avenue, Foothill Boulevard, and Elm Avenue. The Engineering Department has included conditions that require the construction of right -of way improvements; and f. This application is in conjunction with Design Review 2021-00120 to construct a mixed -use development comprising of 671 apartment units and 20,841 square feet of commercial space and Master Plan DRC2022-00074 to establish a Master Plan on the project site; and g. The project was reviewed by the Design Review Committee on March 15, 2022. The committee was very supportive of the project architecture, layout, and amenities. The committee voted to move the project forward as presented to the Design Review Committee to the full Planning Commission for consideration; and 3. Based upon the substantial evidence presented to this Commission during the above - referenced public hearing and upon the specific findings of facts set forth in paragraphs 1 and 2 above, this Commission hereby finds and concludes as follows: a. The design and layout of the subject Tentative Tract Map will be consistent with the General Plan and the Development Code. The project site is being subdivided to facilitate the development of a mixed -use project which will be consistent with the Mixed -Use zoning of the project site; and b. The site is physically suitable for the subdivision which will create four (4) numbered lots for condominium purposes; and C. The design of the subdivision is not likely to cause substantial environmental damage and avoidable injury to humans and wildlife or their habitat. A CEQA Section 15183 Compliance Memorandum dated March 22, 2022, was prepared by T & B Planning that demonstrates that the subject project is fully consistent with the site's General Plan land use Page 907 PLANNING COMMISSION RESOLUTION NO. 22-12 TENTATIVE TRACT MAP 20120 (SUBTT00024) — WDCC MILLIKEN WEST RESIDENTIAL, LLC April 27, 2022 Page 3 designation of "City Corridor — High", consistent with all applicable General Plan policies, and is within the scope of the EIR certified as part of the City's General Plan update on December 15, 2021. d. The tentative tract map is not likely to cause serious public health problems. The tentative map is proposed in conjunction with a mixed -use development comprising of 671 apartment units and 20,841 square feet of commercial space. A CEQA Section 15183 Compliance Memorandum dated March 22, 2022, was prepared by T & B Planning that demonstrates that the subject project is fully consistent with the site's General Plan land use designation of "City Corridor — High", consistent with all applicable General Plan policies, and is within the scope of the EIR certified as part of the City's General Plan update on December 15, 2021. e. The design of the tentative tract will not conflict with any easement acquired by the public at large, now of record, for access through or use of the property within the proposed subdivision. Access to the property will be from existing public streets surrounding the project site and access to the individual future development will be from private streets to be constructed on the subject property. 4. Based upon the facts and information contained in the CEQA Guidelines Section 15183 Compliance Memorandum, together with all written and oral reports included for the environmental assessment for the application, the Planning Commission finds that there is no substantial evidence that the project will have a significant effect upon the environment based upon the findings as follows: a. The City of Rancho Cucamonga adopted a comprehensive update to the City's General Plan (GPU) and certified a Program Environmental Impact Report (EIR) (SCH No. 2021050261) on December 15, 2021. As part of the GPU, the Project site was designated for "City Corridor — High" land uses, which allows for residential development at densities ranging from 36 to 60 dwelling units per acre (du/ac) and non-residential development at a Floor Area Ratio (FAR) ranging from 0.6 to 1.5. According to Section 15168 of the CEQA Guidelines, a Program EIR may be prepared on a series of actions that can be characterized as one large project. Use of a Program EIR gives the Lead Agency an opportunity to consider broad policy alternatives and program -wide mitigation measures, as well as greater flexibility to address project -specific and cumulative environmental impacts on a comprehensive scale. b. Pursuant to Section 15183(c) of the State CEQA Guidelines, "if an impact is not peculiar to the parcel or to the project, has been addressed as a significant effect in the prior EIR, or can be substantially mitigated by the imposition of uniformly applied development policies or standards... then an additional EIR need not be prepared for the project solely on the basis of that impact." The 17.2-acre property is designated by the City's General Plan for "City Corridor — High" land uses. The GPU EIR assumed the Project site would be developed with 722 multi -family residential dwelling units and 337,154 square feet of commercial retail land uses. The proposed Project is fully consistent with the site's GPU land use designation of "City Corridor — High" and would be consistent with all applicable GPU policies. Therefore, no subsequent or supplemental EIR is required for the proposed project. To demonstrate that no subsequent EIR or environmental review is required, a CEQA Section 15183 Compliance Memorandum dated March 22, 2022, was prepared by T & B Planning. Staff evaluated this memorandum and concluded that the project is within the scope of the EIR certified as part of the City's GPU on December 15, 2021. The project Page 908 PLANNING COMMISSION RESOLUTION NO. 22-12 TENTATIVE TRACT MAP 20120 (SUBTT00024) — WDCC MILLIKEN WEST RESIDENTIAL, LLC April 27, 2022 Page 4 will not have one or more significant effects not discussed in the GPU EIR, nor have more severe effects than previously analyzed, and that additional or different mitigation measures are not required to reduce the impacts of the project to a level of less than significant. 5. Based upon the findings and conclusions set forth in paragraphs 1, 2, 3, and 4 above, this Commission hereby approves the application subject to each and every condition set forth in the attached Conditions of Approval. 6. The Secretary to this Commission shall certify to the adoption of this Resolution. APPROVED AND ADOPTED THIS 27TH DAY OF APRIL 2022 PLANNING COMMISSION OF THE CITY OF RANCHO CUCAMONGA ATTEST: Bryan Dopp, Chairman Matthew R. Burris, Secretary, AICP, LEED AP I, Matthew R. Burris, Secretary, AICP, LEED AP, of the Planning Commission of the City of Rancho Cucamonga, do hereby certify that the foregoing Resolution was duly and regularly introduced, passed, and adopted by the Planning Commission of the City of Rancho Cucamonga, at a regular meeting of the Planning Commission held on the 27th day of April 2022, by the following vote -to -wit: AYES: COMMISSIONERS: NOES: COMMISSIONERS: ABSENT: COMMISSIONERS: ABSTAIN: COMMISSIONERS: Page 909 RESOLUTION NO. 22-11 A RESOLUTION OF THE PLANNING COMMISSION OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, APPROVING DESIGN REVIEW DRC2021-00120, A REQUEST TO CONSTRUCT A MIXED -USE DEVELOPMENT COMPRISING OF 671 APARTMENTS AND 20,841 SQUARE FEET OF COMMERCIAL SPACE WITHIN THE MIXED -USE URBAN CORRIDOR (MU-UCR) DISTRICT, LOCATED AT THE NORTHWEST CORNER OF FOOTHILL BOULEVARD AND MILLIKEN AVENUE AND MAKING FINDINGS IN SUPPORT THEREOF - APNs: 1077-422-51, -55, -98, -99, 1090-121-38, and -39. A. Recitals. 1. WDCC Milliken West Residential, LLC filed an application for the issuance of Design Review DRC2021-00120, as described in the title of this Resolution. Hereinafter in this Resolution, the subject Design Review request is referred to as "the application." 2. On the 27th day of April 2022, the Planning Commission of the City of Rancho Cucamonga conducted a duly noticed public hearing on said application and concluded said hearing on that date. 3. All legal prerequisites prior to the adoption of this Resolution have occurred. A. Resolution. NOW, THEREFORE, it is hereby found, determined, and resolved by the Planning Commission of the City of Rancho Cucamonga as follows: 1. This Commission hereby specifically finds that all of the facts set forth in the Recitals, Part A, of this Resolution are true and correct. 2. Based upon the substantial evidence presented to this Commission during the above -referenced public hearing on April 27, 2022, including written and oral staff reports, this Commission hereby specifically finds as follows: a. The application applies to a vacant site located at the northwest corner of Foothill Boulevard and Milliken Avenue; and b. The project site has an area of approximately 17.2 acres. The project site covers approximately three -fourths of the city block bordered by Elm Avenue to the west, Milliken Avenue to the east, Church Street to the north, and Foothill Boulevard to the south; and c. The existing land uses on, and General Plan land use and zoning designations for the project site and the surrounding properties (relative to the above -noted site) are as follows: Land Use General Plan Zoning Site Vacant City Corridor High Mixed Use - Urban Corridor (MU-UCR) District North Multifamily Suburban Medium High (MH) Residential' Residential Neighborhood Exhibit 0 Page910 PLANNING COMMISSION RESOLUTION NO. 22-11 DESIGN REVIEW DRC2021-00120 — WDCC MILLIKEN WEST RESIDENTIAL, LLC April 27, 2022 Page 2 Moderate Shopping Center Financial, Restaurants, Residential (MFC)' South (north and south City Corridor High north of Foothill and Industrial Park (IP) of Foothill) south of Foothill East Hospital/ City Corridor High Hospital and Related Facilities, Office Partially Vacant (MHO) West Shopping Center City Corridor High Community Commercial (CC) District' 1 — Terra Vista Planned Community d. The proposed project consists of the construction a mixed -use development comprising of 671 apartments and 20,841 square feet of commercial space; and e. This application is in conjunction with Tentative Tract Map 20120 (SUBTT00024) to subdivide the property into 4 numbered lots for condominium purposes and Master Plan DRC2022-00074 to establish a Master Plan on the project site; and f. The project was reviewed by the Design Review Committee on March 15, 2022. The committee was very supportive of the project architecture, layout, and amenities. The committee voted to move the project forward as presented to the Design Review Committee to the full Planning Commission for consideration; and 3. Based upon the substantial evidence presented to this Commission during the above -referenced public hearing and upon the specific findings of facts set forth in Paragraphs 1 and 2 above, this Commission hereby specifically finds and concludes as follows: a. The proposed development is consistent with the General Plan. The General Plan Designation for the project site is City Corridor High, which envisions high development intensities along Foothill Boulevard, particularly adjacent to city centers. The project proposes a total of 671 apartments and 20,841 square feet of commercial space with a density of 36 dwelling units per acre, which is consistent with the General Plan's vision; and b. The proposed development is in accord with the objectives of the Development Code, and the purposes of the district in which the site is located. The project site is within the Mixed -Use Urban Corridor (MU-UCR) District, which is an area for a mix of residential and nonresidential uses of medium to high intensity, and where a vibrant pedestrian environment and transition in scale to surrounding neighborhoods are achieved. The project provides for a proper mix of residential and commercial uses, concentrating pedestrian activity and intensity along Foothill Boulevard while transitioning building scale appropriately to the surrounding area; and c. The proposed development complies with each of the applicable provisions of the Development Code. As allowed in the Development Code, the project is being proposed in conjunction with a Master Plan, which allows for a coordinated, comprehensive planning of a subarea of the city, in order to develop an exceptional project design that cannot be built due to constraints in existing development standards. The master plan will provide flexibility in two areas: setbacks and minimum building height, that is primarily applicable to the walk-up residential units Page 911 PLANNING COMMISSION RESOLUTION NO. 22-11 DESIGN REVIEW DRC2021-00120 — WDCC MILLIKEN WEST RESIDENTIAL, LLC April 27, 2022 Page 3 along Church Street and a portion of Milliken Avenue. Aside from these minor deviations that the master plan can accommodate, the project complies with the remaining applicable provisions of the development code; and d. The proposed development, together with the conditions applicable thereto, will not be detrimental to the public health, safety or welfare, or materially injurious to properties or improvements in the vicinity. The project site is vacant; the proposed land use is consistent with the General Plan's vision for Foothill Boulevard and the expectations of the community. 4. Based upon the facts and information contained in the CEQA Guidelines Section 15183 Compliance Memorandum, together with all written and oral reports included for the environmental assessment for the application, the Planning Commission finds that there is no substantial evidence that the project will have a significant effect upon the environment based upon the findings as follows: a. The City of Rancho Cucamonga adopted a comprehensive update to the City's General Plan (GPU) and certified a Program Environmental Impact Report (EIR) (SCH No. 2021050261) on December 15, 2021. As part of the GPU, the Project site was designated for "City Corridor — High" land uses, which allows for residential development at densities ranging from 36 to 60 dwelling units per acre (du/ac) and non-residential development at a Floor Area Ratio (FAR) ranging from 0.6 to 1.5. According to Section 15168 of the CEQA Guidelines, a Program EIR may be prepared on a series of actions that can be characterized as one large project. Use of a Program EIR gives the Lead Agency an opportunity to consider broad policy alternatives and program -wide mitigation measures, as well as greater flexibility to address project -specific and cumulative environmental impacts on a comprehensive scale. b. Pursuant to Section 15183(c) of the State CEQA Guidelines, "if an impact is not peculiar to the parcel or to the project, has been addressed as a significant effect in the prior EIR, or can be substantially mitigated by the imposition of uniformly applied development policies or standards... then an additional EIR need not be prepared for the project solely on the basis of that impact." The 17.2-acre property is designated by the City's General Plan for "City Corridor— High" land uses. The GPU EIR assumed the Project site would be developed with 722 multi -family residential dwelling units and 337,154 square feet of commercial retail land uses. The proposed Project is fully consistent with the site's GPU land use designation of "City Corridor — High" and would be consistent with all applicable GPU policies. Therefore, no subsequent or supplemental EIR is required for the proposed project. To demonstrate that no subsequent EIR or environmental review is required, a CEQA Section 15183 Compliance Memorandum dated March 22, 2022, was prepared by T & B Planning. Staff evaluated this memorandum and concluded that the project is within the scope of the EIR certified as part of the City's GPU on December 15, 2021. The project will not have one or more significant effects not discussed in the GPU EIR, nor have more severe effects than previously analyzed, and that additional or different mitigation measures are not required to reduce the impacts of the project to a level of less than significant. 5. Based upon the findings and conclusions set forth in paragraphs 1, 2, 3, and 4 above, this Commission hereby approves the application subject to each and every condition set forth in the attached Conditions of Approval. 6. The Secretary to this Commission shall certify to the adoption of this Resolution. Page 912 PLANNING COMMISSION RESOLUTION NO. 22-11 DESIGN REVIEW DRC2021-00120 — WDCC MILLIKEN WEST RESIDENTIAL, LLC April 27, 2022 Page 4 APPROVED AND ADOPTED THIS 27TH DAY OF APRIL 2022. PLANNING COMMISSION OF THE CITY OF RANCHO CUCAMONGA tiv ATTEST: Bryan Dopp, Chairman Matthew R. Burris, Secretary, AICP, LEED AP I, Matthew R. Burris, Secretary, AICP, LEED AP, of the Planning Commission of the City of Rancho Cucamonga, do hereby certify that the foregoing Resolution was duly and regularly introduced, passed, and adopted by the Planning Commission of the City of Rancho Cucamonga, at a regular meeting of the Planning Commission held on the 27th day of April 2022, by the following vote -to -wit: AYES: COMMISSIONERS: NOES: COMMISSIONERS: ABSENT: COMMISSIONERS: ABSTAIN: COMMISSIONERS: Page 913 RESOLUTION NO. 22-10 A RESOLUTION OF THE PLANNING COMMISSION OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, RECOMMENDING APPROVAL OF MASTER PLAN DRC2022-00074, A REQUEST TO ESTABLISH A MASTER PLAN FOR A VACANT SITE OF APPROXIMATELY 17.2 ACRES LOCATED AT THE NORTHWEST CORNER OF FOOTHILL BOULEVARD AND MILLIKEN AVENUE AND MAKING FINDINGS IN SUPPORT THEREOF - APNS: 1077-422-51, -55, -98, -99, 1090-121-38, AND -39. A. Recitals. 1. WDCC Milliken West Residential, LLC filed an application for the issuance of Master Plan DRC2022-00074, as described in the title of this Resolution. Hereinafter in this Resolution, the subject Master Plan application request is referred to as "the application." 2. On the 27th day of April 2022, the Planning Commission of the City of Rancho Cucamonga conducted a duly noticed public hearing on said application and concluded said hearing on that date. 3. All legal prerequisites prior to the adoption of this Resolution have occurred. B. Resolution. NOW, THEREFORE, it is hereby found, determined, and resolved by the Planning Commission of the City of Rancho Cucamonga as follows: 1. This Commission hereby specifically finds that all of the facts set forth in the Recitals, Part A, of this Resolution are true and correct. 2. Based upon the substantial evidence presented to this Commission during the above - referenced public hearing on April 27, 2022, including written and oral staff reports, together with public testimony, this Commission hereby specifically finds as follows: a. The application applies to a vacant site located at the northwest corner of Foothill Boulevard and Milliken Avenue; and b. The project site for the application has an area of approximately 17.2 acres. The project site covers approximately three -fourths of the city block bordered by Elm Avenue to the west, Milliken Avenue to the east, Church Street to the north, and Foothill Boulevard to the south; and c. The existing land uses on, and General Plan land use and zoning designations for the project site and the surrounding properties (relative to the above -noted) are as follows: Land Use General Plan Zoning Site Vacant City Corridor High Mixed Use - Urban Corridor (MU-UCR) District North Multifamily Suburban Medium High (MH) Residential' Residential Neighborhood Exhibit P Page914 PLANNING COMMISSION RESOLUTION NO. 22-10 MASTER PLAN DRC2022-00074 — WDCC MILLIKEN WEST RESIDENTIAL, LLC April 27, 2022 Page 2 Moderate Shopping Center Financial, Restaurants, Residential (MFC)' South (north and south City Corridor High north of Foothill and Industrial Park (IP) of Foothill) south of Foothill East Hospital/ City Corridor High Hospital and Related Facilities, Office Partially Vacant (MHO) West Shopping Center City Corridor High Community Commercial (CC) District' 1 — Terra Vista Planned Community d. The proposal is to establish a Master Plan creating unique development standards for the project site in order to enable a mixed -use development of 671 apartment units and 20,841 square feet of commercial space; and e. This application is in conjunction with Tentative Tract Map 20120 (SUBTT00024) to subdivide the property into 4 numbered lots for condominium purposes and Design Review DRC2021-00120 to construct a mixed -use development comprising of 671 apartment units and 20,841 square feet of commercial space; and f. The project was reviewed by the Design Review Committee on March 15, 2022. The committee was very supportive of the project architecture, layout, and amenities. The committee voted to move the project forward as presented to the Design Review Committee to the full Planning Commission for consideration; and 3. Based upon the substantial evidence presented to this Commission during the above - referenced public hearing and upon the specific findings of facts set forth in paragraphs 1 and 2 above, this Commission hereby finds and concludes as follows: a. The proposed Master Plan is consistent with the goals, policies, and objectives of the General Plan. The site has a General Plan designation of City Corridor High, which envisions high development intensities along Foothill Boulevard, particularly adjacent to city centers. The proposed Master Plan enables the development of Design Review DRC2021-00120, which is a mixed -use project comprising of 671 apartment units and 20,841 square feet of commercial space. The design and layout of this development is consistent with the General Plan goals, policies, and objectives for the project site. However, the development cannot be built under the existing development standards due to unique project characteristics, which themselves effectively implement the vision of the General Plan. The Master Plan application allows for the flexibility to allow the development project as proposed beyond what would be allowed under the conventional zoning district; and b. The proposed Master plan meets the applicable requirements set forth in Chapter 17.22.020 of the Rancho Cucamonga Municipal Code. The proposed Master Plan application meets the purpose and intent of a Master Plan as discussed in the development code. Furthermore, the Master plan document contains all required sections as outlined in Chapter 17.22.020 of the Rancho Cucamonga Municipal Code. Page 915 PLANNING COMMISSION RESOLUTION NO. 22-10 MASTER PLAN DRC2022-00074 — WDCC MILLIKEN WEST RESIDENTIAL, LLC April 27, 2022 Page 3 4. Based upon the facts and information contained in the CEQA Guidelines Section 15183 Compliance Memorandum, together with all written and oral reports included for the environmental assessment for the application, the Planning Commission finds that there is no substantial evidence that the project will have a significant effect upon the environment based upon the findings as follows: a. The City of Rancho Cucamonga adopted a comprehensive update to the City's General Plan (GPU) and certified a Program Environmental Impact Report (EIR) (SCH No. 2021050261) on December 15, 2021. As part of the GPU, the Project site was designated for "City Corridor — High" land uses, which allows for residential development at densities ranging from 36 to 60 dwelling units per acre (du/ac) and non-residential development at a Floor Area Ratio (FAR) ranging from 0.6 to 1.5. According to Section 15168 of the CEQA Guidelines, a Program EIR may be prepared on a series of actions that can be characterized as one large project. Use of a Program EIR gives the Lead Agency an opportunity to consider broad policy alternatives and program -wide mitigation measures, as well as greater flexibility to address project -specific and cumulative environmental impacts on a comprehensive scale. b. Pursuant to Section 15183(c) of the State CEQA Guidelines, "if an impact is not peculiar to the parcel or to the project, has been addressed as a significant effect in the prior EIR, or can be substantially mitigated by the imposition of uniformly applied development policies or standards... then an additional EIR need not be prepared for the project solely on the basis of that impact." The 17.2-acre property is designated by the City's General Plan for "City Corridor— High" land uses. The GPU EIR assumed the Project site would be developed with 722 multi -family residential dwelling units and 337,154 square feet of commercial retail land uses. The proposed Project is fully consistent with the site's GPU land use designation of "City Corridor — High" and would be consistent with all applicable GPU policies. Therefore, no subsequent or supplemental EIR is required for the proposed project. To demonstrate that no subsequent EIR or environmental review is required, a CEQA Section 15183 Compliance Memorandum dated March 22, 2022, was prepared by T & B Planning. Staff evaluated this memorandum and concluded that the project is within the scope of the EIR certified as part of the City's GPU on December 15, 2021. The project will not have one or more significant effects not discussed in the GPU EIR, nor have more severe effects than previously analyzed, and that additional or different mitigation measures are not required to reduce the impacts of the project to a level of less than significant. 5. Based upon the findings and conclusions set forth in paragraphs 1, 2, 3, and 4 above, this Commission hereby recommends approval of Master Plan DRC2022-00074 as depicted on Exhibit B, attached hereto. 6. The Secretary to this Commission shall certify to the adoption of this Resolution. APPROVED AND ADOPTED THIS 27TH DAY OF APRIL 2022. PLANNING COMMISSION OF THE CITY OF RANCHO CUCAMONGA �I Bryan Dopp, Chairman Page 916 PLANNING COMMISSION RESOLUTION NO. 22-10 MASTER PLAN DRC2022-00074 — WDCC MILLIKEN WEST RESIDENTIAL, LLC April 27, 2022 Page 4 ATTEST: Matthew R. Burris, Secretary, AICP, LEED AP I, Matthew R. Burris, Secretary, AICP, LEED AP, of the Planning Commission of the City of Rancho Cucamonga, do hereby certify that the foregoing Resolution was duly and regularly introduced, passed, and adopted by the Planning Commission of the City of Rancho Cucamonga, at a regular meeting of the Planning Commission held on the 27th day of April 2022, by the following vote -to -wit: AYES: COMMISSIONERS: NOES: COMMISSIONERS: ABSENT: COMMISSIONERS: ABSTAIN: COMMISSIONERS: Page 917 Conditions of Approval RANCHO CUCAMONGA Community p p Development Department Project #: DRC2021-00120 DRC2022-00074, SUBTT00024 Project Name: EDR - Harvest at Terra Vista (Design Review) Location: 11220 FOOTHILL BLVD - 109012139-0000 Project Type: Design Review Master Plan, Tentative Tract Map ALL OF THE FOLLOWING CONDITIONS APPLY TO YOUR PROJECT: Planning Department Please be advised of the following Special Conditions 1. All off -site advertisement for the project is prohibited Citywide unless approval is granted by the Planning Director. 2. Occupancy for the walk-up product shall be limited to 65% (212 units) until a building permit is obtained by the developer and construction has commenced on the wrap building. Subsequently, occupancy for the walk-up product shall be limited to 80% (294 units) until at least 50% of the non-residential portion of the wrap building has been built and tenanted. The developer shall provide the City with copies of commercial leases to demonstrate compliance with this requirement. Finally, no occupancy shall be granted on any residential units on the wrap building until all non-residential spaces on the wrap building has been built and tenanted. The developer shall provide the City with copies of commercial leases to demonstrate compliance with this requirement. 3. The project shall remain in compliance with the parking management plan at all times. In the event of any observed parking violations to the parking management plan, the City reserves the right to require the preparation of off -site, on -street parking restrictions such as, but not limited to, no parking signage, time -limit parking signage, red curb, any necessary street repairs/improvements, or the establishment of the parking district at the cost of the property owner/developer. 4. Developer shall include photometric plans on the building plan check set, for Planning Department review and approval. Please be aware that pedestrian level lighting along the project perimeter may be required by the Planning Department during this time. 5. The developer/contractor shall schedule a Planning Inspection when construction of the 4-story residential wrap building reaches the roof sheathing stage to allow the Planning Department to verify adequate screening of the parking structure has been achieved. The developer/contractor. shall also conduct a height survey to verify the height of the parking structure and four-story wrap building is consistent with the approved plans. As a result of the inspection and/or height survey, the Planning Department may require additional screening and/or enhancements to minimize or reduce the visibility of the parking structure from the public view, including, but not limited to structural additions, painting, and/or installation of veneers along the edge of the parking structure, among others, in a manner that is acceptable to the Planning Director or designee. 6. Prior to the issuance of the building permit for the four-story wrap building, the developer shall provide the Planning Department a recorded document that memorializes a shared parking agreement between the project and the Terra Vista Commons shopping center located at the Northeast corner of Foothill Boulevard and Elm Avenue. The shared parking agreement shall specifically note the number of stalls shared between the Terra Vista Commons shopping center and the project, per the project's parking management plan, and the parking plan sheet included in the approved plans. Printed: 4/21 /2022 g www.cityofRC.us Page 918 Project #: DRC2021-00120 DRC2022-00074, SUBTT00024 Project Name: EDR - Harvest at Terra Vista (Design Review) Location: 11220 FOOTHILL BLVD - 109012139-0000 Project Type: Design Review Master Plan, Tentative Tract Map ALL OF THE FOLLOWING CONDITIONS APPLY TO YOUR PROJECT: Planning Department Standard Conditions of Approval 7. All roof appurtenances, including air conditioners and other roof mounted equipment and/or projections shall be screened from all sides and the sound shall be buffered from adjacent properties and streets as required by the Planning Department. Such screening shall be architecturally integrated with the building design and constructed to the satisfaction of the Planning Director. Any roof -mounted mechanical equipment and/or ductwork, that projects vertically more than 18 inches above the roof or roof parapet, shall be screened by an architecturally designed enclosure which exhibits a permanent nature with the building design and is detailed consistent with the building. Any roof -mounted mechanical equipment and/or ductwork, that projects vertically less than 18 inches above the roof or roof parapet shall be painted consistent with the color scheme of the building. Details shall be included in building plans. 8. The applicant shall sign the Statement of Agreement and Acceptance of Conditions of Approval provided by the Planning Department. The signed Statement of Agreement and Acceptance of Conditions of Approval shall be returned to the Planning Department prior to the submittal of grading/construction plans for plan check, request for a business license, and/or commencement of the approved activity. 9. Copies of the signed Planning Commission Resolution of Approval or Approval Letter, Conditions of Approval, and all environmental mitigations shall be included on the plans (full size). The sheet(s) are for information only to all parties involved in the construction/grading activities and are not required to be wet sealed/stamped by a licensed Engineer/Architect. 10. Crime Free Multi -Family Housing Program - The owner shall cause the manager and any resident manager to complete the training for and enroll the project in the San Bernardino County Crime Free Multi -Family Housing Program. 11. The applicant shall agree to defend at his sole expense any action brought against the City, its agents, officers, or employees, because of the issuance of such approval, or in the alternative, to relinquish such approval. The applicant shall reimburse the City, its agents, officers, or employees, for any Court costs and attorney's fees which the City, its agents, officers, or employees may be required by a court to pay as a result of such action. The City may, at its sole discretion, participate in the defense of any such action but such participation shall not relieve applicant of his obligations under this condition. In the event such a legal action is filed, the City shall estimate its expenses for litigation. The applicant shall deposit such amount with the City or enter into an agreement with the City to pay such expenses as they become due. 12. Any approval shall expire if Building Permits are not issued or approved use has not commenced within 2 years from the date of approval or a time extension has been granted. Page www.cityofRc.us Pa 919 Printed: 4/21/2022 g Page 2 of 20 Project #: DRC2021-00120 DRC2022-00074, SUBTT00024 Project Name: EDR - Harvest at Terra Vista (Design Review) Location: 11220 FOOTHILL BLVD - 109012139-0000 Project Type: Design Review Master Plan, Tentative Tract Map ALL OF THE FOLLOWING CONDITIONS APPLY TO YOUR PROJECT: Planning Department Standard Conditions of Approval 13. This project is subject to public art requirement outlined in Chapter 17.124 of the Development Code. Prior to the issuance of building permits (for grading or construction), the applicant shall inform the Planning Department of their choice to install public art, donate art or select the in -lieu option as outlined in 17.124.020.D. If the project developer chooses to pay the in -lieu fee, the in -lieu art fee will be invoiced on the building permit by the City and shall be paid by the applicant prior to building permit issuance. If the project developer chooses to install art, they shall submit, during the plan check process, an application for the art work that will be installed on the project site that contains information applicable to the art work in addition to any other information as may be required by the City to adequately evaluate the proposed the art work in accordance with the requirements of Chapter 17.124. If the project developer chooses to donate art, applications for art work donated to the City shall be subject to review by the Public Art Committee which shall make a recommendation whether the proposed donation is consistent with Chapter 17.124 and final acceptance by the City Council. No final approval, such as a final inspection or the a issuance of a Certificate of Occupancy, for any development project (or if a multi -phased project, the final phase of a development project) that is subject to this requirement shall occur unless the public art requirement has been fulfilled to the satisfaction of the Planning Department. 14. This tentative tract map or tentative parcel map shall expire, unless extended by the Planning Commission, unless a complete final map is filed with the Engineering Services Department within 3 years from the date of the approval. 15. For multi -family residential and non-residential development, property owners are responsible for the continual maintenance of all landscaped areas on -site, as well as contiguous planted areas within the public right-of-way. All landscaped areas shall be kept free from weeds and debris and maintained in healthy and thriving condition, and shall receive regular pruning, fertilizing, mowing, and trimming. Any damaged, dead, diseased, or decaying plant material shall be replaced within 30 days from the date of damage. 16. The final design of the perimeter parkways, walls, landscaping, and sidewalks shall be included in the required landscape plans and shall be subject to Planning Director review and approval and coordinated for consistency with any parkway landscaping plan which may be required by the Engineering Services Department. 17. Tree maintenance criteria shall be developed and submitted for Planning Director review and approval prior to issuance of Building Permits. These criteria shall encourage the natural growth characteristics of the selected tree species. 18. Trees shall be planted in areas of public view adjacent to and along structures at a rate of one tree per 30 linear feet of building. e www.CityofRc.us Pa 920 Printed: 4/21/2022 g Page 3 of 20 Project #: DRC2021-00120 DRC2022-00074, SUBTT00024 Project Name: EDR - Harvest at Terra Vista (Design Review) Location: 11220 FOOTHILL BLVD - 109012139-0000 Project Type: Design Review Master Plan, Tentative Tract Map ALL OF THE FOLLOWING CONDITIONS APPLY TO YOUR PROJECT: Planning Department Standard Conditions of Approval 19. All walls shall be provided with decorative treatment. If located in public maintenance areas, the design shall be coordinated with the Engineering Services Department. 20. Landscaping and irrigation shall be designed to conserve water through the principles of water efficient landscaping per Development Code Chapter 17.82. 21. All parking lot landscape islands shall have a minimum outside dimension of 6 feet. 22. All parking spaces shall be double striped per City standards and all driveway aisles, entrances, and exits shall be striped per City standards. 23. The signs indicated on the submitted plans are conceptual only and not a part of this approval. Any signs proposed for this development shall comply with the Sign Ordinance and shall require separate application and approval by the Planning Department prior to installation of any signs. 24. Unless exempt, directory monument sign(s) shall be provided for apartment, condominium, or town homes prior to occupancy and shall require separate application and approval by the Planning Department and the RCFPD prior to issuance of Building Permits for the signs in question. (Chapter 17.74.040 B-4) 25. Approval of this request shall not waive compliance with all sections of the Development Code, all other applicable City Ordinances, and applicable Community, Specific Plans and/or Master Plans in effect at the time of Building Permit issuance. 26. All building numbers and individual units shall be identified in a clear and concise manner, including proper illumination and in conformance with Building and Safety Services Department standards, the Municipal Code and the Rancho Cucamonga Fire Department (RCFD) Standards. 27. The developer shall submit a construction access plan and schedule for the development of all lots for Planning Director and Engineering Services Department approval; including, but not limited to, public notice requirements, special street posting, phone listing for community concerns, hours of construction activity, dust control measures, and security fencing. 28. The site shall be developed and maintained in accordance with the approved plans which include Site Plans, architectural elevations, exterior materials and colors, landscaping, sign program, and grading on file in the Planning Department, the conditions contained herein, the Development Code regulations, and the Harvest at Terra Vista Master Plan. 29. All Double Detector Checks (DDC) and Fire Department Connections (FDC) required and/or proposed shall be installed at locations that are not within direct view or line -of -sight of the main entrance. The specific locations of each DDC and FDC shall require the review and approval of the Planning Department and Fire Construction Services/Fire Department. All Double Detector Checks (DDC) and Fire Department Connections (FDC) shall be screened behind a 4-foot high block wall. These walls shall be constructed of similar material used on -site to match the building. 30. For multiple -family development, provide exterior lockable storage space as required by the California Green Building Code. Page www.CityofRc.us Pa 921 Printed: 4/21/2022 g Page 4 of 20 Project #: DRC2021-00120 DRC2022-00074, SUBTT00024 Project Name: EDR - Harvest at Terra Vista (Design Review) Location: 11220 FOOTHILL BLVD - 109012139-0000 Project Type: Design Review Master Plan, Tentative Tract Map ALL OF THE FOLLOWING CONDITIONS APPLY TO YOUR PROJECT: Planning Department Standard Conditions of Approval 31. All ground -mounted utility appurtenances such as transformers, AC condensers, etc., shall be located out of public view and adequately screened through the use of a combination of concrete or masonry walls, berming, and/or landscaping to the satisfaction of the Planning Director. For single-family residential developments, transformers shall be placed in underground vaults. 32. A uniform hardscape and street furniture design including seating benches, trash receptacles, free-standing potted plants, bike racks, light bollards, etc., shall be utilized and be compatible with the architectural style. Detailed designs shall be submitted for Planning Department review and approval prior to the issuance of Building Permits. 33. All parkways, open areas, and landscaping shall be permanently maintained by the property owner, homeowners' association, or other means acceptable to the City. Proof of this landscape maintenance shall be submitted for Planning Director and Engineering Services Department review and approved prior to the issuance of Building Permits. 34. For multiple -family development, laundry facilities shall be provided as required by the Development Code. 35. A detailed on -site lighting plan, including a photometric diagram, shall be reviewed and approved by the Planning Director and Police Department (909-477-2800) prior to the issuance of Building Permits. Such plan shall indicate style, illumination, location, height, and method of shielding so as not to adversely affect adjacent properties. 36. Occupancy of the facilities shall not commence until such time as all California Building Code and State Fire Marshal regulations have been complied with. Prior to occupancy, plans shall be submitted to the Rancho Cucamonga Fire Protection District and the Building and Safety Services Department to show compliance. The buildings shall be inspected for compliance and final acceptance granted prior to occupancy. 37. All site, grading, landscape, irrigation, and street improvement plans shall be coordinated for consistency prior to issuance of any permits (such as grading, tree removal, encroachment, building, etc.) or prior to final map approval in the case of a custom lot subdivision, or approved use has commenced, whichever comes first. 38. Prior to any use of the project site or business activity being commenced thereon, all Conditions of Approval shall be completed to the satisfaction of the Planning Director. Engineering Services Department Please be advised of the following Special Conditions 1. The existing ramps located at the street intersections shall t ADA regulations. If the ramp does not meet ADA regulations for providing design and reconstruction of the ramp for comp improvements secured for prior to issuance of Building pern whichever occurs first. The reconstruction along with all publi to occupancy. evaluated for conformance to current then the developer shall be responsible ance. Design shall be completed and t or approval of final subdivision map improvements shall be completed prior Printed: 4/21/2022 www•CityofRC.us Page 922 Page 5 of 20 Project #: DRC2021-00120 DRC2022-00074, SUBTT00024 Project Name: EDR - Harvest at Terra Vista (Design Review) Location: 11220 FOOTHILL BLVD - 109012139-0000 Project Type: Design Review Master Plan, Tentative Tract Map ALL OF THE FOLLOWING CONDITIONS APPLY TO YOUR PROJECT: Engineering Services Department Please be advised of the following Special Conditions 2. The street lights shall be owned by the City. Developer shall be responsible to coordinate and pay all costs of street lights and to provide power to City owned street lights. 3. (DIF Fees): Development impact fees are due prior to issuance of a building permit or certificate of occupancy per the Engineering Fee schedule, Government Code Section 66000, et seq. and local ordinance. Pursuant to Government Code Section 66020(d), the 90-day approval period in which the applicant may protest these fees will begin at the date the fees are invoiced. Protests must be made in writing and be delivered to the City Clerk prior to the close of business on the 90th day of the 90-day approval period. *Note that fees are subject to change annually. 4. RCMU Electric: The Rancho Cucamonga Municipal Utility (RCMU) shall be the electrical service provider for all project related development. The Developer shall execute a Line Extension Agreement for electric service and shall construct electrical distribution facilities in accordance with such agreement and RCMU requirements and dedicate such facilities to the Rancho Cucamonga Municipal Utility. RCMU's underground electric system is located off of the NEC of Milliken Ave and Foothill Blvd of the proposed development. 5. RCMU Fiber: Fiber Optics - Place 14" conduit structure (Mainline) with high -density polyethylene (HDPE) at 18" depth from demarcation location in the public right of way or utility easement dedicated specifically to the Rancho Fiber project. This conduit system will be required to follow the joint trench distribution system within the project where the conduit bank can be installed alongside the Telco and CATV conduits at the proper communication depth. - Place 1-2" conduit structure (Service) with high -density polyethylene (HDPE) directly from mainline pullbox to an 8" round plastic "flower pot" type telecom access box flush mounted to finish grade to serve as a drop access point to city network directly at each individual residence. This drop conduit shall be dedicated for City fiber drop installation only. - An Optical network demarcation enclosure/panel shall be mounted on the side of the home, garage or utility closet for the placement of a Fiber Optic Network Interface Device. Place a #6 solid ground wire placed from network demarcation enclosure to power ground. If no power ground exists a 5/8" x 8" copper clad ground rod is to be installed for ground wire to be connected. RCMU's underground fiber optic system is located off of the NEC of Milliken Ave and Foothill Blvd of the proposed development. The size, placement and location of the conduit and vaults shall be shown on the Street Improvement and/or Public Improvement Plans and subject to the Engineering Services Department's review and approval prior to the issuance of building permits or final map approval, whichever comes first. e www.CityofRc.us Pa 923 Printed: 4/21/2022 g Page 6 of 20 Project #: DRC2021-00120 DRC2022-00074, SUBTT00024 Project Name Location: Project Type: EDR - Harvest at Terra Vista (Design Review) 11220 FOOTHILL BLVD - 109012139-0000 Design Review Master Plan, Tentative Tract Map ALL OF THE FOLLOWING CONDITIONS APPLY TO YOUR PROJECT: Engineering Services Department Please be advised of the following Special Conditions 6. (In -Lieu Fees for Required Ultimate Improvements): An in -lieu fee as contribution, along the project frontage of Foothill Blvd, shall be required for ultimate public improvements per General Plan that are not constructed at this time. The fee shall be the construction cost of the ultimate improvement items that are not built and subject to the review and approval of the City Engineer. 7. (Traffic Signal Modifications): Traffic signal equipment shall be relocated in accordance to City and Caltrans standard plans and latest ADA requirements. Location of proposed equipment shall be determined during the plan check process. A traffic signal modification plan and signing and striping plan shall be submitted for review and approval. 8. (Proposed Interim Vs. Ultimate Improvements): The developer shall provide a Site Plan showing the proposed interim public improvements and a Site Plan showing the ultimate public improvements. The developer shall also provide design plans for the constructions of the ultimate street improvements along Foothill Blvd, from the centerline of Milliken Blvd to the centerline of Elm Avenue. All public improvement plans shall be provided for review and approval to the Engineering Services Department prior to building permitting or final map approval, whichever comes first. 9. The project Final Map shall meet the Subdivision Map Act, City Development Codes, and Conditions of Approval requirements. The Final Map shall be approved prior to issuance of Building Permits. Standard Conditions of Approval 10. Private drainage easements for cross -lot drainage shall be provided and shall be delineated or noted on the final map. 11. Corner property line cutoffs shall be dedicated per City Standards. e www.cityofRc.us Pa 924 Printed: 4/21/2022 g Page 7 of 20 Project #: DRC2021-00120 DRC2022-00074, SUBTT00024 Project Name Location: Project Type: EDR - Harvest at Terra Vista (Design Review) 11220 FOOTHILL BLVD - 109012139-0000 Design Review Master Plan, Tentative Tract Map ALL OF THE FOLLOWING CONDITIONS APPLY TO YOUR PROJECT: Engineering Services Department Standard Conditions of Approval 12. Dedications, street designs, and roadway typologies shall be made per new General Plan as follows and on the following perimeter streets. Foothill Blvd as a Boulevard, Milliken Ave as an Arterial Roadway, Elm Ave as a Collector Street, and Church Street as a Bicycle (Class IV) Corridor. Dedication shall be made of the following rights -of -way on the perimeter streets (measured from street centerline): 87.5 total feet on Foothill Blvd, Varying total feet on Milliken Blvd, 44 total feet on Elm Ave, and 56 total feet on Church Street. 13. All existing easements lying within future rights -of -way shall be quit -claimed or delineated on the final map. 14. Easements for public sidewalks placed outside the public right-of-way shall be dedicated to the City. 15. Reciprocal access easements shall be provided ensuring access to all parcels by CC&Rs or by deeds and shall be recorded concurrently with the map or prior to the issuance of Building Permits, where no map is involved. 16. Reciprocal parking agreements for all parcels and maintenance agreements ensuring joint maintenance of all common roads, drives, or parking areas shall be provided by CC & R's or deeds and shall be recorded prior to, or concurrent with, the final parcel map. 17. A final drainage study shall be submitted to and approved by the City Engineer prior to final map approval or the issuance of Building Permits, whichever occurs first. All drainage facilities shall be installed as required by the City Engineer. 18. Trees are prohibited within 5 feet of the outside diameter of any public storm drain pipe measured from the outer edge of a mature tree trunk. e www.CityofRC.us Pa 925 Printed: 4/21/2022 g Page 8 of 20 Project #: DRC2021-00120 DRC2022-00074, SUBTT00024 Project Name: EDR - Harvest at Terra Vista (Design Review) Location: 11220 FOOTHILL BLVD - 109012139-0000 Project Type: Design Review Master Plan, Tentative Tract Map ALL OF THE FOLLOWING CONDITIONS APPLY TO YOUR PROJECT: Engineering Services Department Standard Conditions of Approval 19. ** CD Information Required Prior to Sign -Off for Building Permit Prior to the issuance of building permits, if valuation is greater or equal to $100,000, a Diversion Deposit and a related administrative fee shall be paid for the Construction and Demolition Diversion Program. The deposit is fully refundable if at least 65% of all wastes generated during construction and demolition are diverted from landfills, and appropriate documentation is provided to the City. Applicant must identify if they are self -hauling or utilizing Burrtec prior to issuance of a building permit. Proof of diversion must be submitted to the Environmental Engineering Division within 60 days following the completion of the construction and / or demolition project. Contact Marissa Ostos, Environmental Engineering, at (909) 774-4062 for more information. Instructions and forms are available at the City's website, www.cityofrc.us, under City Hall / Engineering / Environmental Programs / Construction & Demolition Diversion Program. 20. Prior to finalization of any development phase, sufficient improvement plans shall be completed beyond the phase boundaries to assure secondary access and drainage protection to the satisfaction of the City Engineer. Phase boundaries shall correspond to lot lines shown on the approved tentative map. 21. A signed consent and waiver form to join and/or form the appropriate Landscape and Lighting Districts shall be filed with the Engineering Services Department prior to final map approval or issuance of Building Permits whichever occurs first. Formation costs shall be borne by the developer. 22. Add the following note to any private landscape plans that show street trees: "All improvements within the public right-of-way, including street trees, shall be installed per the public improvement plans." If there is a discrepancy between the public and private plans, the street improvement plans will govern. 23. Construct the following perimeter street improvements including, but not limited to: Street Name: Foothill Blvd, Milliken Ave, Church St, Elm Streets Curb & Gutter A.C. Pvmt Side -walk Drive Appr. Street Lights Street Trees Median Island Bike Lanes Cycle Track (Class IV) Etc. Notes: (a) Pavement reconstruction and overlays will be determined during plan check. e www.cityofRC.us Pa 926 Printed: 4/21/2022 g Page 9 of 20 Project #: DRC2021-00120 DRC2022-00074, SUBTT00024 Project Name: EDR - Harvest at Terra Vista (Design Review) Location: 11220 FOOTHILL BLVD - 109012139-0000 Project Type: Design Review Master Plan, Tentative Tract Map ALL OF THE FOLLOWING CONDITIONS APPLY TO YOUR PROJECT: Engineering Services Department Standard Conditions of Approval 24. Pursuant to Municipal Code Section 16.37.010, no person shall make connections from a source of energy, fuel or power to any building or structure which is regulated by technical codes and for which a permit is required unless, in addition to any and all other codes, regulations and ordinances, all improvements required by these conditions of development approval have been completed and accepted by the City Council, except: that in developments containing more than one building, structure or unit, the development may have energy connections made in equal proportion to the percentage of completion of all improvements required by these conditions of development approval, as determined by the City Engineer, provided that reasonable, safe and maintainable access to the property exists. In no case shall more than 95 percent of the buildings, structures or units be connected to energy sources prior to completion and acceptance of all improvements required by these conditions of development approval. 25. Improvement Plans and Construction: a. Street improvement plans, including street trees, street lights, and intersection safety lights on future signal poles, and traffic signal plans shall be prepared by a registered Civil Engineer and shall be submitted to and approved by the City Engineer. Security shall be posted and an agreement executed to the satisfaction of the City Engineer and the City Attorney guaranteeing completion of the public and/or private street improvements, prior to final map approval or the issuance of Building Permits, whichever occurs first. b. Prior to any work being performed in public right-of-way, fees shall be paid and a construction permit shall be obtained from the Engineering Services Department in addition to any other permits required. c. Pavement striping, marking, traffic signing, street name signing, traffic signal conduit, and interconnect conduit shall be installed to the satisfaction of the City Engineer. d. Signal conduit with pull boxes shall be installed with any new construction or reconstruction project along major or secondary streets and at intersections for future traffic signals and interconnect wiring. Pull boxes shall be placed on both sides of the street at 3 feet outside of BCR, ECR, or any other locations approved by the City Engineer. Notes: 1) Pull boxes shall be No. 6 at intersections and No. 5 along streets, a maximum of 200 feet apart, unless otherwise specified by the City Engineer. 2) Conduit shall be 3-inch pvc with pull rope or as specified. e. Access ramps for the disabled shall be installed on all corners of intersections per latest ADA standards or as directed by the City Engineer. f. Existing City roads requiring construction shall remain open to traffic at all times with adequate detours during construction. Street or lane closure permits are required. A cash deposit shall be provided to cover the cost of grading and paving, which shall be refunded upon completion of the construction to the satisfaction of the City Engineer. g. Concentrated drainage flows shall not cross sidewalks. Under sidewalk drains shall be installed to City Standards, except for single-family residential lots. e www.CityofRc.us Pa 927 Printed: 4/21/2022 g Page 10 of 20 Project #: DRC2021-00120 DRC2022-00074, SUBTT00024 Project Name: EDR - Harvest at Terra Vista (Design Review) Location: 11220 FOOTHILL BLVD - 109012139-0000 Project Type: Design Review Master Plan, Tentative Tract Map ALL OF THE FOLLOWING CONDITIONS APPLY TO YOUR PROJECT: Engineering Services Department Standard Conditions of Approval 26.Install street trees per City street tree design guidelines and standards as follows. The completed legend (box below) and construction notes shall appear on the title page of the street improvement plans. Street improvement plans shall include a line item within the construction legend stating: "Street trees shall be installed per the notes and legend on (typically Sheet 1)." Where public landscape plans are required, tree installation in those areas shall be per the public landscape improvement plans. Street Name: Foothill, Milliken, Church, and Elm Botanical Name: To Be Determined during Plan Check Common Name: To Be Determined during Plan Check Min. Grow Space: To Be Determined during Plan Check Spacing: To Be Determined during Plan Check Size: To Be Determined during Plan Check Qty.: To Be Determined during Plan Check Construction Notes for Street Trees: 1) All street trees are to be planted in accordance with City standard plans. 2) Prior to the commencement of any planting, an agronomic soils report shall be furnished to the City inspector. Any unusual toxicities or nutrient deficiencies may require backfill soil amendments, as determined by the City inspector. 3) All street trees are subject to inspection and acceptance by the Engineering Services Department. Street trees are to be planted per public improvement plans only. 27. Intersection line of sight designs shall be reviewed by the City Engineer for conformance with adopted policy. On collector or larger streets, lines of sight shall be plotted for all project intersections, including driveways. Local residential street intersections and commercial or industrial driveways may have lines of sight plotted as required. 28. All public improvements on the following streets shall be operationally complete prior to the issuance of Building Permits: Foothill Blvd; Milliken Ave; Church St; Elm Street. 29. All public improvements (streets, drainage facilities, interior streets, landscaped areas, etc.) shown on the plans and/or tentative map shall be constructed to City Standards. Interior street improvements shall include, but are not limited to, curb and gutter, AC pavement, drive approaches, sidewalks, street lights, and street trees. 30. Street trees, a minimum of 15-gallon size or larger, shall be installed per City Standards in accordance with the City's street tree program. 31. The developer shall be responsible for the relocation of existing utilities as necessary. Page www.CityofRc.us Pa 928 Printed: 4/21/2022 g Page 11 of 20 Project #: DRC2021-00120 DRC2022-00074, SUBTT00024 Project Name: EDR - Harvest at Terra Vista (Design Review) Location: 11220 FOOTHILL BLVD - 109012139-0000 Project Type: Design Review Master Plan, Tentative Tract Map ALL OF THE FOLLOWING CONDITIONS APPLY TO YOUR PROJECT: Engineering Services Department Standard Conditions of Approval 32. Water and sewer plans shall be designed and constructed to meet the requirements of the Cucamonga Valley Water District (CVWD), Rancho Cucamonga Fire Protection District, and the Environmental Health Department of the County of San Bernardino. A letter of compliance from the CVWD is required prior to final map approval or issuance of permits, whichever occurs first. Such letter must have been issued by the water district within 90 days prior to final map approval in the case of subdivision or prior to the issuance of permits in the case of all other residential projects. 33. An easement for a joint use driveway shall be provided prior to final map approval or issuance of Building Permits, whichever occurs first, for: 34. Developer shall execute a Line Extension Agreement for electric service and shall construct electrical distribution facilities in accordance with such agreement and shall construct electrical distribution facilities in accordance with such agreement and Rancho Cucamonga Municipal Utility requirements and dedicate such facilities to the Rancho Cucamonga Municipal Utility. The Rancho Cucamonga Municipal Utility shall be the electrical service provider for all project related development. Fire Prevention / New Construction Unit Standard Conditions of Approval 1. Required alarm systems and supervision systems are required to be in accordance with Fire District Standard 9-3. The Standard has been uploaded to the Documents section. 2. Plans for the alarm and/or supervision (monitoring) system are required to be submitted separately and issued a separate permit. Submit all plans to the Building & Safety Department for routing to the Fire District. 3. Plans for the private, onsite fire underground water infrastructure are required to be submitted separately and issued a separate permit. Submit all plans to the Building & Safety Department for routing to the Fire District. 4. Plans for the public, offsite fire underground water infrastructure are required to be submitted separately and issued a separate permit. Plans are required to be submitted prior to or concurrently with the submittal of the Water District mylars. Submit all plans to the Building & Safety Department for routing to the Fire District. 5. Plans for the automatic fire sprinkler system are required to be submitted separately and issued a separate permit. Submit all plans to the Building & Safety Department for routing to the Fire District. e www.cityofRC.us Pa 929 Printed: 4/21/2022 g Page 12 of 20 Project #: DRC2021-00120 DRC2022-00074, SUBTT00024 Project Name: EDR - Harvest at Terra Vista (Design Review) Location: 11220 FOOTHILL BLVD - 109012139-0000 Project Type: Design Review Master Plan, Tentative Tract Map ALL OF THE FOLLOWING CONDITIONS APPLY TO YOUR PROJECT: Fire Prevention / New Construction Unit Standard Conditions of Approval 6. Emergency responder radio coverage is required for the building (s) included in this project. San Bernardino County Information Services Department (ISD) conducts radio signal strength assessments for the entire county. It is highly recommended that a radio signal strength assessment is completed for this project. Where emergency responder radio coverage is determined to meet the requirements of the California Fire Code, an emergency responder radio system and/or associated equipment will not be required. Please contact Tim Trager with County ISD at 909-388-5563 or ttrager@isd.sbcounty.gov to schedule an assessment and/or obtain any available information about the project site. Where the existing emergency responder radio coverage is found to be below acceptable standards, an emergency responder radio system and associated equipment will be required to be provided in compliance and accordance with the California Fire Code. 7. Designated and conforming aerial apparatus access is required in accordance with Fire District Standard 5-1. Show aerial apparatus access on the fire access plan. The Standard has been uploaded to the Documents section. 8. Fire apparatus access (fire lane) design, construction, and identification are required to be in accordance with Fire District Standard 5-1. The Standard has been uploaded to the Documents section. 9. Fire extinguishers are required in accordance with Section 906 of the California Fire Code. Consult with the Fire Inspector for the correct type, size, and exact installation locations. 10. Fire flow information for this project is obtained from the Cucamonga Valley Water District (CVWD). CVWD can be reached at 909-944-6000 or custserv@cvwdwater.com. 11. Fire flow is required to be in accordance with Appendix B of the California Fire Code. The Fire District has adopted the appendix without local amendments except that the minimum fire flow for commercial buildings shall not be less than 1500 gpm. Proof of the availability of the required fire flow must be provided to the Fire District in the form of a letter or written report dated within the past 12 months. 12. Fire sprinklers are required to be installed in accordance with Fire District Standard 9-5. The Standard has been uploaded to the Documents section. 13. A Knox Box key box is required in accordance with Fire District Standard 5-9. Additional boxes may be required depending on the size of the building, the location of fire protection and life safety system controls, and the operational needs of the Fire District. The Standard has been uploaded to the Documents section. If an installed Knox Box is available to this project or business, keys for the building/suite/unit are required to be provided to the Fire Inspector at the final inspection. 14. Coordinate landscaping with the roof access ladder points and address signage. Landscaping cannot obstruct roof access or clear visibility of address signage from time of installation to maturity of the shrubs and trees. 15. One or more of the systems, operations, processes, or pieces of equipment associated with this project or the proposed business requires a Fire Code Construction Permit to be issued in accordance with the Fire Code and Fire District Standard 1-2. The Standard has been uploaded to the Documents section. e www.CityofRC.us Pa 930 Printed: 4/21/2022 g Page 13 of 20 Project #: DRC2021-00120 DRC2022-00074, SUBTT00024 Project Name Location: Project Type: EDR - Harvest at Terra Vista (Design Review) 11220 FOOTHILL BLVD - 109012139-0000 Design Review Master Plan, Tentative Tract Map ALL OF THE FOLLOWING CONDITIONS APPLY TO YOUR PROJECT: Fire Prevention / New Construction Unit Standard Conditions of Approval 16. A fire service site plan is required in accordance with Fire District Standard 5-11. The Standard has been uploaded to the Documents section. 17. All of the Fire District Standards applicable are required to be reproduced on the plans. The project is required to meet all of the applicable codes, regulations, and standards in effect and adopted at the time of plan check submittal. Fire District Standards associated with construction and plan submittals can be found on the City of Rancho Cucamonga's website and accessed via https://www.dropbox.com/sh/4k4gdxhs4tp13c7/AAAdscMKMdW9WIQe725xWyU-a?dl=0 18. Due to the type of construction, construction materials, the floor area of the project, and known risks associated with projects of this nature, a Fire Protection and Site Safety plan is required to be implemented when combustible construction materials are delivered to the site, with the exception of foundation form materials. The Fire Prevention and Site Safety plan is required to be in compliance with Fire District Standard 33-3. The Standard has been uploaded to the Documents section. Review and approval of the fire prevention and site safety plan is a condition of construction permit approval. The fire prevention and site safety plan is required to be approved by the Fire District prior to construction permits being approved and issued. 19. Roof access is required to be in accordance with Fire District Standard 5-6. The Standard has been uploaded to the Documents section. 20. Street address and unit/suite signage for commercial and industrial buildings are required to be in accordance with Fire District Standard 5-8. The Standard has been uploaded to the Documents section. 21.Identification of fire protection systems and components, fire alarm systems and components, and equipment and devices associated with fire and life safety systems is required to be in accordance with Fire District Standards 5-5 and 5-10. The Standards have been uploaded to the Documents section. 22. A standpipe system is required to be installed in accordance with Section 905 of the Fire Code and Fire District Standard 5-10. The Standard has been uploaded to the Documents section. In addition to the standpipe installations required by Section 905.3, standpipes are required to be installed in the courtyards such that the entire ground floor of all buildings can be reached by a 150-foot hose pull from the standpipes. 23. Street address and unit/suite signage for commercial and industrial buildings are required to be in accordance with Fire District Standard 5-8. The Standard has been uploaded to the Documents section. 24. Fire apparatus access roads and emergency vehicle access is required to be identified with signs and/or other approved makings in accordance with Fire District Standard 5-1. A copy of the Standard has been uploaded to the Documents section. 25. Street address and building identification signage for multi -family residential buildings are required to be in accordance with Fire District Standard 5-7. The Standard has been uploaded to the Documents section. e www.CityofRc.us Pa 931 Printed: 4/21/2022 g Page 14 of 20 Project #: DRC2021-00120 DRC2022-00074, SUBTT00024 Project Name: EDR - Harvest at Terra Vista (Design Review) Location: 11220 FOOTHILL BLVD - 109012139-0000 Project Type: Design Review Master Plan, Tentative Tract Map ALL OF THE FOLLOWING CONDITIONS APPLY TO YOUR PROJECT: Fire Prevention / New Construction Unit Standard Conditions of Approval 26.Identification of fire protection systems and components, fire alarm systems and components, and equipment and devices associated with fire and life safety systems is required to be in accordance with Fire District Standards 5-5 and 5-10. The Standards have been uploaded to the Documents section. 27. Fire apparatus access roads (fire lanes) can be included in an engineered onsite storm water retention plan. The ponding of storm water shall not exceed a designed depth of four (4) inches in the designated fire apparatus access road(s) and the area between the fire apparatus access road(s) and the exterior walls of all normally occupied buildings. 28. Fire apparatus access roads (fire lanes) can be included in an engineered onsite storm water retention plan. The ponding of storm water shall not exceed a designed depth of four (4) inches in the designated fire apparatus access road(s) and the area between the fire apparatus access road(s) and the exterior walls of all normally occupied buildings. 29. A new public hydrant is required to be installed within 15-50 feet of the Fire Department Connection (FDC) and in accordance with Fire District Standard 5-10. 30. The new connection to the public water main requires the submittal of public, off -site fire underground plans that conform to the standards of the water purveyor and Fire District Standard 5-10. 31. Public and private fire service water mains, public and private hydrants, water control valves, fire sprinkler risers, fire department connections (FDCs), and other fire protection water related devices and equipment are required to be provided, designed, and installed in accordance with Fire District Standard 5-10. The Standard has been uploaded to the Documents section. Building and Safety Services Department Please be advised of the following Special Conditions When the Entitlement Review is approved submit complete construction drawings including structural calculations, energy calculations and soils report to Building and Safety for plan review in accordance with the current edition of the California Building and Fire Codes including all local ordinances and standards which are effective at the time of Plan Check Submittal. The proposed structures are required to be equipped with automatic fire sprinklers per the CBC/CRC NFPA 13, 13D, 13R and the Current RCFPD Ordinance. Disabled access for the site and buildings must be in accordance to the State of California and ADA regulations. A two hour fire rated tunnel is required where the enclosed courtyard exits through the building at the wrap building. Baby changing tables are required in the Clubhouse restrooms as compliant with California State Assembly Bill AB-1127 and the California Building Code. e www.CityofRC.us Pa 932 Printed: 4/21/2022 g Page 15 of 20 Project #: DRC2021-00120 DRC2022-00074, SUBTT00024 Project Name: EDR - Harvest at Terra Vista (Design Review) Location: 11220 FOOTHILL BLVD - 109012139-0000 Project Type: Design Review Master Plan, Tentative Tract Map ALL OF THE FOLLOWING CONDITIONS APPLY TO YOUR PROJECT: Grading Section Standard Conditions of Approval 1. Prior to issuance of a grading permit for residential projects the applicant shall show on the electrical plans and the permitted grading plan set the location for a future installation of an Electric Vehicle (EV) charging station/parking area per the current adopted California Green Building Standards Code, section 4.106.4. 2. Grading of the subject property shall be in accordance with current adopted California Building Code and/or the California Residential Code, City Grading Standards, and accepted grading practices. The Grading and Drainage Plan(s) shall be in substantial conformance with the approved conceptual Grading and Drainage Plan. 3. A soils report shall be prepared by a qualified Engineer licensed by the State of California to perform such work. Two copies will be provided at grading and drainage plan submittal for review. Plans shall implement design recommendations per said report. 4. The final Grading and Drainage Plan, appropriate certifications and compaction reports shall be completed, submitted, and approved by the Engineering Services Department prior to the issuance of building permits. 5. A separate Grading and Drainage Plan check submittal is required for all new construction projects and for existing buildings where improvements being proposed will generate 50 cubic yards or more of combined cut and fill. The Grading and Drainage Plan shall be prepared, stamped, and wet signed by a California licensed Civil Engineer prior to the issuance of a grading or building permit. 6. The applicant shall comply with the City of Rancho Cucamonga Dust Control Measures and place a dust control sign on the project site prior to the issuance of a grading permit. All dust control sign (s) shall be located outside of the public right of way. 7. If a Rough Grading and Drainage Plan/Permit are submitted to the Engineering Services Department for review, the rough grading plan shall be a separate plan submittal and permit from Precise Grading and Drainage Plan/Permit. 8. Prior to issuance of a grading permit the Final Grading and Drainage Plan shall show the accessibility path from the public right of way and the accessibility parking stalls to the building doors in conformance with the current adopted California Building Code. All accessibility ramps shall show sufficient detail including gradients, elevations, and dimensions and comply with the current adopted California Building Code. 9. The Grading and Drainage Plan shall implement City Standards for on -site construction where possible, and shall provide details for all work not covered by City Standard Drawings. 10. Prior to issuance of a grading permit, the grading and drainage plan shall show the maximum parking stall gradient at 5 percent. Accessibility parking stall grades shall be constructed per the, current adopted California Building Code. 11. The applicant shall provide a grading agreement and grading bond for all cut and fill combined exceeding 5,000 cubic yards prior to issuance of a grading permit. The grading agreement and bond shall be approved by the Engineering Services Department. 12. The final grading and drainage plan shall show existing topography a minimum of 100-feet beyond project boundary. Printed: 4/21/2022 www.CityofRC.us Page 933 Page 16 of 20 Project #: DRC2021-00120 DRC2022-00074, SUBTT00024 Project Name: EDR - Harvest at Terra Vista (Design Review) Location: 11220 FOOTHILL BLVD - 109012139-0000 Project Type: Design Review Master Plan, Tentative Tract Map ALL OF THE FOLLOWING CONDITIONS APPLY TO YOUR PROJECT: Grading Section Standard Conditions of Approval 13. This project shall comply with the accessibility requirements of the current adopted California Building Code. 14. Grading Inspections: a) Prior to the start of grading operations, the owner and grading contractor shall request a pre -grading meeting. The meeting shall be attended by the project owner/representative, the grading contractor and the Building Inspector to discuss about grading requirements and preventive measures, etc. If a pre -grading meeting is not held within 24 hours from the start of grading operations, the grading permit may be subject to suspension by the Building Inspector; b) The grading contractor shall call into the City of Rancho Cucamonga Building and Safety Department at least 1 working day in advance to request the following grading inspections prior to continuing grading operations: i) The bottom of the over -excavation; ii) Completion of Rough Grading, prior to issuance of the building permit; iii) At the completion of Rough Grading, the grading contractor or owner shall submit to the Permit Technicians (Engineering Services Department Front Counter) an original and a copy of the Pad Certifications to be prepared by and properly wet signed and sealed by the Civil Engineer and Soils Engineer of Record; iv) The rough grading certificates and the compaction reports will be reviewed by the Associate Engineer or a designated person and approved prior to the issuance of a building permit. 15. Prior to issuance of a grading or building permit, the permitted grading plan (or architectural site plan) set shall show in each of the typical sections and the plan view show how the separations between the building exterior and exterior ground surface meet the requirements of Sections CBC 1804.3/CRC R401.3, CBC2304.11.2.2/CRC R317.1(2) and CBC2512.1.2/CRC R703.6.2.1 of the current adopted California Building Code/Residential Code. 16. Prior to approval of the project -specific storm water quality management plan, the applicant shall submit to the City Engineer, or his designee, a precise grading plan showing the location and elevations of existing topographical features and showing the location and proposed elevations of proposed structures and drainage of the site. 17. A drainage study showing a 100-year, AMC 3 design storm event for on -site drainage shall be prepared and submitted to the Engineering Services Department for review and approval for on -site storm water drainage prior to issuance of a grading permit. The plan and report shall contain water surface profile gradient calculations for all storm drain pipes 12-inches and larger in diameter. All reports shall be wet signed and sealed by the Engineer of Record. In addition, the project specific drainage study shall provide inlet calculations showing the proper sizing of the water quality management plan storm water flows into the proposed structural storm water treatment devices. 18. Roof water is not permitted to flow over the public parkway and shall be directed to an under parkway culvert per City of Rancho Cucamonga requirements prior to issuance of a grading permit. 19. Private sewer, water, and storm drain improvements will be designed per the latest adopted California Plumbing Code. Private storm drain improvements shall be shown on the grading and drainage plan. e www.CityofRC.us Pa 934 Printed: 4/21/2022 g Page 17 of 20 Project #: DRC2021-00120 DRC2022-00074, SUBTT00024 Project Name: EDR - Harvest at Terra Vista (Design Review) Location: 11220 FOOTHILL BLVD - 109012139-0000 Project Type: Design Review Master Plan, Tentative Tract Map ALL OF THE FOLLOWING CONDITIONS APPLY TO YOUR PROJECT: Grading Section Standard Conditions of Approval 20. Prior to the issuance of the Certificate of Occupancy or final sign off by the Building Inspector the engineer of record shall certify the functionality of the storm water quality management plan (WQMP) storm water treatment devices and best management practices (BMP). 21. Prior to approval of the Water Quality Management Plan (WQMP), the WQMP shall include a copy of the project Conditions of Approval. 22. Prior to issuance of a grading permit the precise grading and drainage plan shall follow the format provided in the City of Rancho Cucamonga handout "Information for Grading Plans and Permit". 23. Prior to the issuance of a Grading Permit the City of Rancho Cucamonga's "Memorandum of Agreement of Storm Water Quality Management Plan" shall be submitted for review and approval by the Engineering Services Department and recorded with the County Recorder's Office. 24. Prior to issuance of a Grading Permit the applicant shall obtain a Waste Discharge Identification Number (WDID). The WDID number shall also be shown on the WQMP Site and Drainage Plan document. 25. The applicant shall provide a copy of a completed EPA Form 7520-16 (Inventory of Injection Wells) for each underground infiltration device, with the Facility ID Number assigned, to the Engineering Services Department Official prior to issuance of the Grading Permit and/or approval of the project -specific Water Quality Management Plan. A copy of EPA Form 7520-16 shall be scanned and pasted onto the permitted grading plan set, and a copy of said form shall be included in the project -specific Water Quality Management Plan. 26. The land owner shall provide an inspection report by a qualified person/company on a biennial basis for the Class V Injection Wells/underground infiltration chambers to the City of Rancho Cucamonga Environmental Program Manager. The land owner shall maintain on a regular basis all best management practices (BMP"s) as described in the Storm Water Quality Management Plan (WQMP) prepared for the subject project. All costs associated with the underground infiltration chamber are the responsibility of the land owner. 27. The land owner shall provide an inspection report on a biennial basis for the structural storm water treatment devices, commonly referred to as BMPs, to the City of Rancho Cucamonga Environmental Program Manager. The land owner shall maintain on a regular basis as described in the Storm Water Quality Management Plan prepared for the subject project. All costs associated with the underground infiltration chamber are the responsibility of the land owner. 28. The land/property owner shall follow the inspection and maintenance requirements of the approved project specific Water Quality Management Plan and shall provide a copy of the inspection reports on a biennial basis to the City of Rancho Cucamonga Environmental Program Manager. 29. A final project -specific Storm Water Quality Management Plan (WQMP) shall be approved by the Building and Safety Director, or his designee, and the City of Rancho Cucamonga's "Memorandum of Storm Water Quality Management Plan" shall be recorded prior to the issuance of a grading permit or any building permit. e www.CityofRC.us Pa 935 Printed: 4/21/2022 g Page 18 of 20 Project #: DRC2021-00120 DRC2022-00074, SUBTT00024 Project Name: EDR - Harvest at Terra Vista (Design Review) Location: 11220 FOOTHILL BLVD - 109012139-0000 Project Type: Design Review Master Plan, Tentative Tract Map ALL OF THE FOLLOWING CONDITIONS APPLY TO YOUR PROJECT: Grading Section Standard Conditions of Approval 30. The Site and Drainage Plan in the final project -specific Water Quality Management Plan shall show the locations of all roof downspout drains. if required for storm water quality purposes, the downspouts shall include filters. 31. The final project -specific water quality management plan (WQMP) shall include executed maintenance agreements along with the maintenance guidelines for all proprietary structural storm water treatment devices (BMP's). In the event the applicant cannot get the proprietary device maintenance agreements executed prior to issuance of a grading permit, the applicant is required to submit a letter to be included within the WQMP document, and scanned and pasted onto the Site and Drainage Plan which states that prior to issuance of a certificate of occupancy with applicant shall enter into a contract for the maintenance of the proprietary storm water treatment device. If the proprietary storm water treatment device is part of a residential subdivision, prior to the sale of the residential lot, the developer shall include maintenance agreement(s) as part of the sale of the residential lot to the buyer. A copy of the maintenance agreements to be included in the sale of the property shall be included within the WQMP document. 32. Prior to issuance of a grading permit and approval of the project specific water quality management plan all private storm water catch basin inlets shall include insert filters to capture those pollutants of concern as addressed in the in the final project -specific water quality management plan (WQMP). At a minimum catch basin insert filters to capture trash and other floating debris. All catch basin insert filters shall be maintained on a regular basis as described in the "Inspection and Maintenance Responsibility for Post Construction BMP" section of the final project -specific water quality management plan. 33. Prior to issuance of a grading permit the Final Project -Specific Water Quality Management Plan shall include a completed copy of "Worksheet H: Factor of Safety and Design Infiltration Worksheet" located in Appendix D "Section VII — Infiltration Rate Evaluation Protocol and Factor of Safety Recommendations, ..." of the San Bernardino County Technical Guidance Document for Water Quality Management Plans. The infiltration study shall include the Soil Engineer's recommendations for Appendix D, Table VII.3: Suitability Assessment Related Considerations for Infiltration Facility Safety Factors". 34. Prior to approval of the final project -specific water quality management plan the applicant shall have a soils engineer prepare a project -specific infiltration study for the project for the purposes of storm water quality treatment. The infiltration study and recommendations shall follow the guidelines in the current adopted "San Bernardino County Technical Guidance Document for Water Quality Management Plans". 35. Prior to the issuance of a certificate of occupancy by the Building Official, or his designee, the civil engineer of record shall file a Water Quality Management Plan (WQMP) Post Construction Storm Water Treatment Devices As -Built Certificate with the Environmental Programs Coordinator, City of Rancho Cucamonga Engineering Services Department. Printed: 4/21/2022 www.CityofRC.us Page 936 Page 19 of 20 Project #: DRC2021-00120 DRC2022-00074, SUBTT00024 Project Name: EDR - Harvest at Terra Vista (Design Review) Location: 11220 FOOTHILL BLVD - 109012139-0000 Project Type: Design Review Master Plan, Tentative Tract Map ALL OF THE FOLLOWING CONDITIONS APPLY TO YOUR PROJECT: Grading Section Standard Conditions of Approval 36. As the use of drywells are proposed for the structural storm water treatment device, to meet the infiltration requirements of the current Municipal Separate Storm Sewers Systems (MS4) Permit, adequate source control and pollution prevention control BMPs shall be implemented to protect groundwater quality. The need for pre-treatment BMPs such as sedimentation or filtration shall be evaluated prior to infiltration and discussed in the final project -specific Water Quality Management Plan document. 37. Prior to issuance of a grading permit for non-residential projects the applicant shall show on the electrical plans and the permitted grading plan set the location for a future installation of an Electric Vehicle (EV) charging station/parking area per the current adopted California Green Building Standards Code, section 5.106.5.3. 38. Prior to issuance of a grading permit the applicant shall show on the site plan and the permitted grading plan set for non-residential projects the designated parking for clean air vehicles per the current adopted California Green Building Standards Code, section 5.106.5.2. 39. Prior to the issuance of a grading plan for multi -family projects, the private streets and drive aisles within multi -family developments shall include street plans as part of the Grading and Drainage Plan set. The private street plan view shall show typical street sections. The private street profile view shall show the private street/drive aisle centerline. 40. Reciprocal access easements for all parcels and maintenance agreements ensuring joint maintenance of all storm water quality structural/treatment devices and best management practices (BMP) as provided for in the project's Storm Water Quality Management Plan, shall be provided for by CC&R's or deeds and shall be recorded prior to the approval of the Water Quality Management Plan. Said CC&R's and/or deeds shall be included in the project site specific Storm Water Quality Management Plan (WQMP) document prior to approval of the WQMP document and recording of the Memorandum of Agreement of Storm Water Quality Management Plan. Printed: 4/21/2022 www.CityofRC.us Page 937 Page 20 of 20 Planning Department Statement of Agreement and Acceptance of Conditions of Approval for Design Review DRC2021-00120, Tentative Tract Map 20120 (SUBTT00024), and Master Plan DRC2022- 00074 I, Brian Jacobson, as applicant for Design Review DRC2021-00120, Tentative Tract Map 20120 (SUBTT00024), and Master Plan DRC2022-00074 hereby state that I am in agreement with and accept the conditions of approval for Design Review DRC2021-00120, Tentative Tract Map 20120 (SUBTT00024), and Master Plan DRC2022-00074, for property located at the northwest corner of Foothill Boulevard and Milliken Avenue, APNs: 1077-422-51, -55, -98, -99, 1090-121-38, and - 39, Rancho Cucamonga, California, as adopted by the Planning Commission of the City of Rancho Cucamonga on April 27, 2022 and as listed below and attached. Applicant Signature Date Conditions of Approval The applicant shall sign the Statement of Agreement and Acceptance of Conditions of Approval provided by the Planning Department. The signed Statement of Agreement and Acceptance of Conditions of Approval shall be returned to the Planning Department prior to the submittal of grading/construction plans for plan check, request for a business license, and/or commencement of the approved activity. 2. All conditions of approval attached to Resolution of Approval No. 22-10 for Master Plan DRC2022-00074, 22-11 for Design Review DRC2021-00120, and 22-12 for Tentative Tract Map 20120 (SUBTT00024) Exhibit R Page 938 RESOLUTION NO. 22-10 A RESOLUTION OF THE PLANNING COMMISSION OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, RECOMMENDING APPROVAL OF MASTER PLAN DRC2022-00074, A REQUEST TO ESTABLISH A MASTER PLAN FOR A VACANT SITE OF APPROXIMATELY 17.2 ACRES LOCATED AT THE NORTHWEST CORNER OF FOOTHILL BOULEVARD AND MILLIKEN AVENUE AND MAKING FINDINGS IN SUPPORT THEREOF - APNS: 1077-422-51, -55, -98, -99, 1090-121-38, AND -39. A. Recitals. 1. WDCC Milliken West Residential, LLC filed an application for the issuance of Master Plan DRC2022-00074, as described in the title of this Resolution. Hereinafter in this Resolution, the subject Master Plan application request is referred to as "the application." 2. On the 27th day of April 2022, the Planning Commission of the City of Rancho Cucamonga conducted a duly noticed public hearing on said application and concluded said hearing on that date. 3. All legal prerequisites prior to the adoption of this Resolution have occurred. B. Resolution. NOW, THEREFORE, it is hereby found, determined, and resolved by the Planning Commission of the City of Rancho Cucamonga as follows: 1. This Commission hereby specifically finds that all of the facts set forth in the Recitals, Part A, of this Resolution are true and correct. 2. Based upon the substantial evidence presented to this Commission during the above - referenced public hearing on April 27, 2022, including written and oral staff reports, together with public testimony, this Commission hereby specifically finds as follows: a. The application applies to a vacant site located at the northwest corner of Foothill Boulevard and Milliken Avenue; and b. The project site for the application has an area of approximately 17.2 acres. The project site covers approximately three -fourths of the city block bordered by Elm Avenue to the west, Milliken Avenue to the east, Church Street to the north, and Foothill Boulevard to the south; and c. The existing land uses on, and General Plan land use and zoning designations for the project site and the surrounding properties (relative to the above -noted) are as follows: Land Use General Plan Zoning Site Vacant City Corridor High Mixed Use - Urban Corridor (MU-UCR) District North Multifamily Residential Suburban Neighborhood Medium High (MH) Residential' Attachment 2 PLANNING COMMISSION RESOLUTION NO. 22-10 MASTER PLAN DRC2022-00074 — WDCC MILLIKEN WEST RESIDENTIAL, LLC April 27, 2022 Page 2 Moderate Shopping Center Financial, Restaurants, Residential (MFC)l South (north and south City Corridor High north of Foothill and Industrial Park (IP) of Foothill) south of Foothill East Hospital/ City Corridor High Hospital and Related Facilities, Office Partially Vacant (MHO) West Shopping Center City Corridor High Community Commercial (CC) District' 1 —Terra Vista Planned Community d. The proposal is to establish a Master Plan creating unique development standards for the project site in order to enable a mixed -use development of 671 apartment units and 20,841 square feet of commercial space; and e. This application is in conjunction with Tentative Tract Map 20120 (SUBTT00024) to subdivide the property into 4 numbered lots for condominium purposes and Design Review DRC2021-00120 to construct a mixed -use development comprising of 671 apartment units and 20,841 square feet of commercial space; and f. The project was reviewed by the Design Review Committee on March 15, 2022. The committee was very supportive of the project architecture, layout, and amenities. The committee voted to move the project forward as presented to the Design Review Committee to the full Planning Commission for consideration; and 3. Based upon the substantial evidence presented to this Commission during the above - referenced public hearing and upon the specific findings of facts set forth in paragraphs 1 and 2 above, this Commission hereby finds and concludes as follows: a. The proposed Master Plan is consistent with the goals, policies, and objectives of the General Plan. The site has a General Plan designation of City Corridor High, which envisions high development intensities along Foothill Boulevard, particularly adjacent to city centers. The proposed Master Plan enables the development of Design Review DRC2021-00120, which is a mixed -use project comprising of 671 apartment units and 20,841 square feet of commercial space. The design and layout of this development is consistent with the General Plan goals, policies, and objectives for the project site. However, the development cannot be built under the existing development standards due to unique project characteristics, which themselves effectively implement the vision of the General Plan. The Master Plan application allows for the flexibility to allow the development project as proposed beyond what would be allowed under the conventional zoning district; and b. The proposed Master plan meets the applicable requirements set forth in Chapter 17.22.020 of the Rancho Cucamonga Municipal Code. The proposed Master Plan application meets the purpose and intent of a Master Plan as discussed in the development code. Furthermore, the Master plan document contains all required sections as outlined in Chapter 17.22.020 of the Rancho Cucamonga Municipal Code. Page 940 PLANNING COMMISSION RESOLUTION NO. 22-10 MASTER PLAN DRC2022-00074 — WDCC MILLIKEN WEST RESIDENTIAL, LLC April 27, 2022 Page 3 4. Based upon the facts and information contained in the CEQA Guidelines Section 15183 Compliance Memorandum, together with all written and oral reports included for the environmental assessment for the application, the Planning Commission finds that there is no substantial evidence that the project will have a significant effect upon the environment based upon the findings as follows: a. The City of Rancho Cucamonga adopted a comprehensive update to the City's General Plan (GPU) and certified a Program Environmental Impact Report (EIR) (SCH No. 2021050261) on December 15, 2021. As part of the GPU, the Project site was designated for "City Corridor — High" land uses, which allows for residential development at densities ranging from 36 to 60 dwelling units per acre (dulac) and non-residential development at a Floor Area Ratio (FAR) ranging from 0.6 to 1.5. According to Section 15168 of the CEQA Guidelines, a Program EIR may be prepared on a series of actions that can be characterized as one large project. Use of a Program EIR gives the Lead Agency an opportunity to consider broad policy alternatives and program -wide mitigation measures, as well as greater flexibility to address project -specific and cumulative environmental impacts on a comprehensive scale. b. Pursuant to Section 15183(c) of the State CEQA Guidelines, "if an impact is not peculiar to the parcel or to the project, has been addressed as a significant effect in the prior EIR, or can be substantially mitigated by the imposition of uniformly applied development policies or standards... then an additional EIR need not be prepared for the project solely on the basis of that impact." The 17.2-acre property is designated by the City's General Plan for "City Corridor — High" land uses. The GPU EIR assumed the Project site would be developed with 722 multi -family residential dwelling units and 337,154 square feet of commercial retail land uses. The proposed Project is fully consistent with the site's GPU land use designation of "City Corridor — High" and would be consistent with all applicable GPU policies. Therefore, no subsequent or supplemental EIR is required for the proposed project. To demonstrate that no subsequent EIR or environmental review is required, a CEQA Section 15183 Compliance Memorandum dated March 22, 2022, was prepared by T & B Planning. Staff evaluated this memorandum and concluded that the project is within the scope of the EIR certified as part of the City's GPU on December 15, 2021. The project will not have one or more significant effects not discussed in the GPU EIR, nor have more severe effects than previously analyzed, and that additional or different mitigation measures are not required to reduce the impacts of the project to a level of less than significant. 5. Based upon the findings and conclusions set forth in paragraphs 1, 2, 3, and 4 above, this Commission hereby recommends approval of Master Plan DRC2022-00074 as depicted on Exhibit B, attached hereto. 6. The Secretary to this Commission shall certify to the adoption of this Resolution. APPROVED AND ADOPTED THIS 27TH DAY OF APRIL 2022. PLANNING COMMISSION OF THE CITY OF RANCHO CUCAMONGA l v!w: w V1916• Page 941 PLANNING COMMISSION RESOLUTION NO. 22-10 MASTER PLAN DRC2022-00074 — WDCC MILLIKEN WEST RESIDENTIAL, LLC April 27, 2022 Page 4 .. I / "Y ATTEST: Matth . Burris, Secretary, AICP, LEED AP I, Matthew R. Burris, Secretary, AICP, LEED AP, of the Planning Commission of the City of Rancho Cucamonga, do hereby certify that the foregoing Resolution was duly and regularly introduced, passed, and adopted by the Planning Commission of the City of Rancho Cucamonga, at a regular meeting of the Planning Commission held on the 27th day of April 2022, by the following vote -to -wit: AYES: COMMISSIONERS: DOPP, WILLIAMS, MORALES, BOLING, DANIELS NOES: COMMISSIONERS: ABSENT: COMMISSIONERS: ABSTAIN: COMMISSIONERS: Page 942 RESOLUTION NO. 22-11 A RESOLUTION OF THE PLANNING COMMISSION OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, APPROVING DESIGN REVIEW DRC2021-00120, A REQUEST TO CONSTRUCT A MIXED -USE DEVELOPMENT COMPRISING OF 671 APARTMENTS AND 20,841 SQUARE FEET OF COMMERCIAL SPACE WITHIN THE- MIXED -USE URBAN CORRIDOR (MU-UCR) DISTRICT, LOCATED AT THE NORTHWEST CORNER OF FOOTHILL BOULEVARD AND MILLIKEN AVENUE AND MAKING FINDINGS IN SUPPORT THEREOF - APNs: 1077-422-51, -55, -98, -99, 1090-121-38, and -39. A. Recitals. 1. WDCC Milliken West Residential, LLC filed an application for the issuance of Design Review DRC2021-00120, as described in the title of this Resolution. Hereinafter in this Resolution, the subject Design Review request is referred to as "the application." 2. On the 27th day of April 2022, the Planning Commission of the City of Rancho Cucamonga conducted a duly noticed public hearing on said application and concluded said hearing on that date. 3. All legal prerequisites prior to the adoption of this Resolution- have occurred. A. Resolution. NOW, THEREFORE, it is hereby found, determined, and resolved by the Planning Commission of the City of Rancho Cucamonga as follows: 1. This Commission hereby specifically finds that all of the facts set forth in the Recitals, Part A, of this Resolution are true and correct. 2. Based upon the substantial evidence presented to this Commission during the above -referenced public hearing on April 27, 2022, including written and oral staff reports, this Commission hereby specifically finds as follows: a. The application applies to a vacant site located at the northwest corner of Foothill Boulevard and Milliken Avenue; and b. The project site has an area of approximately 17.2 acres. The project site covers approximately three -fourths of the city block bordered by Elm Avenue to the west, Milliken Avenue to the east, Church Street to the north, and Foothill Boulevard to the south; and c. The existing land uses on, and General Plan land use and zoning designations for the project site and the surrounding properties (relative to the above -noted site) are as follows: Land Use General Plan Zoning Site Vacant City Corridor High Mixed Use - Urban Corridor (MU-UCR) District North Multifamily Suburban Medium High (MH) Residential' Residential Neighborhood Page 943 PLANNING COMMISSION RESOLUTION NO.22-11 DESIGN REVIEW DRC2021-00120 — WDCC MILLIKEN WEST RESIDENTIAL, LLC April 27, 2022 Page 2 Moderate South Shopping Center (north and south of Foothill) City Corridor High Financial, Restaurants, Residential (MFC)1 north of Foothill and Industrial Park (IP) south of Foothill East Hospital/ Partially Vacant City Corridor High Hospital and Related Facilities, Office (MHO) West Shopping Center City Corridor High Community Commercial (CC) District' 1 — Terra Vista Planned Community d. The proposed project consists of the construction a mixed -use development comprising of 671 apartments and 20,841 square feet of commercial space; and e. This application is in conjunction with Tentative Tract Map 20120 (SUBTT00024) to subdivide the property into 4 numbered lots for condominium purposes and Master Plan DRC2022-00074 to establish a Master Plan on the project site; and f. The project was reviewed by the Design Review Committee on March 15, 2022. The committee was very supportive of the project architecture, layout, and amenities. The committee voted to move the project forward as presented to the Design Review Committee to the full Planning Commission for consideration; and 3. Based upon the substantial evidence presented to this Commission during the above -referenced public hearing and upon the specific findings of facts set forth in Paragraphs 1 and 2 above, this Commission hereby specifically finds and concludes as follows. a. The proposed development is consistent with the General Plan. The General Plan Designation for the project site is City Corridor High, which envisions high development intensities along Foothill Boulevard, particularly adjacent to city centers. The project proposes a total of 671 apartments and 20,841 square feet of commercial space with a density of 36 dwelling units per acre, which is consistent with the General Plan's vision; and b. The proposed development is in accord with the objectives of the Development Code, and the purposes of the district in which the site is located. The project site is within the Mixed -Use Urban Corridor (MU-UCR) District, which is an area for a mix of residential and nonresidential uses of medium to high intensity, and where a vibrant pedestrian environment and transition in scale to surrounding neighborhoods are achieved. The project provides for a proper mix of residential and commercial uses, concentrating pedestrian activity and intensity along Foothill Boulevard while transitioning building scale appropriately to the surrounding area; and c. The proposed development complies with each of the applicable provisions of the Development Code. As allowed in the Development Code, the project is being proposed in conjunction with a Master Plan, which allows for a coordinated, comprehensive planning of a subarea of the city, in order to develop an exceptional project design that cannot be built due to constraints in existing development standards. The master plan will provide flexibility in two areas: setbacks and minimum building height, that is primarily applicable to the walk-up residential units Page 944 PLANNING COMMISSION RESOLUTION NO.22-11 DESIGN REVIEW DRC2021-00120 — WDCC MILLIKEN WEST RESIDENTIAL, LLC April 27, 2022 Page 3 along Church Street and a portion of Milliken Avenue. Aside from these minor deviations that the master plan can accommodate, the project complies with the remaining applicable provisions of the development code; and d. The proposed development, together with the conditions applicable thereto, will not be detrimental to the public health, safety or welfare, or materially injurious to properties or improvements in the vicinity. The project site is vacant; the proposed land use is consistent with the General Plan's vision for Foothill Boulevard and the expectations of the community. 4, Based upon the facts and information contained in the CEQA Guidelines Section 15183 Compliance Memorandum, together with all written and oral reports included for the environmental assessment for the application, the Planning Commission finds that there is no substantial evidence that the project will have a significant effect upon the environment based upon the findings as follows: a. The City of Rancho Cucamonga adopted a comprehensive update to the City's General Plan (GPU) and certified a Program Environmental Impact Report (EIR) (SCH No. 2021050261) on December 15, 2021. As part of the GPU, the Project site was designated for "City Corridor — High" land uses, which allows for residential development at densities ranging from 36 to 60 dwelling units per acre (dulac) and non-residential development at a Floor Area Ratio (FAR) ranging from 0.6 to 1.5. According to Section 15168 of the CEQA Guidelines, a Program EIR may be prepared on a series of actions that can be characterized as one large project. Use of a Program EIR gives the Lead Agency an opportunity to consider broad policy alternatives and program -wide mitigation measures, as well as greater flexibility to address project -specific and cumulative environmental impacts on a comprehensive scale. b. Pursuant to Section 15183(c) of the State CEQA Guidelines, "if an impact is not peculiar to the parcel or to the project, has been addressed as a significant effect in the prior EIR, or can be substantially mitigated by the imposition of uniformly applied development policies or standards... then an additional EIR need. not be prepared for the project solely on the basis of that impact." The 17.2-acre property is designated by the City's General Plan for "City Corridor— High" land uses. The GPU EIR assumed the Project site would be developed with 722 multi -family residential dwelling units and 337,154 square feet of commercial retail land uses. The proposed Project is fully consistent with the site's GPU land use designation of "City Corridor — High" and would be consistent with all applicable GPU policies. Therefore, no subsequent or supplemental EIR is required for the proposed project. To demonstrate that no subsequent EIR or environmental review is required, a CEQA Section 15183 Compliance Memorandum dated March 22, 2022, was prepared by T & B Planning. Staff evaluated this memorandum and concluded that the project is within the scope of the EIR certified as part of the City's GPU on December 15, 2021. The project will not have one or more significant effects not discussed in the GPU EIR, nor have more severe effects than previously analyzed, and that additional or different mitigation measures are not required to reduce the impacts of the project to a level of less than significant. 5. Based upon the findings and conclusions set forth in paragraphs 1, 2, 3, and 4 above, this Commission hereby approves the application subject to each and every condition set forth in the attached Conditions of Approval. 6. The Secretary to this Commission shall certify to the adoption of this Resolution. Page 945 PLANNING COMMISSION RESOLUTION NO. 22-11 DESIGN REVIEW DRC2021-00120 — WDCC MILLIKEN WEST RESIDENTIAL, LLC April 27, 2022 Page 4 APPROVED AND ADOPTED THIS 27TH DAY OF APRIL 2022. PLANNING COMMISSION OF THE CITY OF RANCHO CUCAMONGA BY: Bryan Dopp, Chairman ATTEST: Matthety R. Bur4arSecretary, A1CP, LEED AP I, Matthew R. Burris, Secretary, AICP, LEED AP, of the Planning Commission of the City of Rancho Cucamonga, do hereby certify that the foregoing Resolution was duly and regularly introduced, passed, and adopted by the Planning Commission of the City of Rancho Cucamonga, at a regular meeting of the Planning Commission held on the 27th day of April 2022, by the following vote -to -wit: AYES: COMMISSIONERS: DOPP, WILLIAMS, MORALES, BOLING, DANIELS NOES: COMMISSIONERS: ABSENT: COMMISSIONERS: ABSTAIN: COMMISSIONERS: Page 946 RESOLUTION NO. 22-12 A RESOLUTION OF THE PLANNING COMMISSION OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, APPROVING TENTATIVE TRACT MAP 20120, A REQUEST TO SUBDIVIDE A VACANT SITE OF APPROXIMATELY 17.2 ACRES INTO 4 NUMBERED LOTS FOR CONDOMINIMUM WITHIN THE MIXED -USE URBAN CORRIDOR (MU-UCR) DISTRICT, LOCATED AT THE NORTHWEST CORNER OF FOOTHILL BOULEVARD AND MILLIKEN AVENUE AND MAKING FINDINGS IN SUPPORT THEREOF - APNS: 1077-422-51, -55, -98, -99, 1090-121-38, AND -39. A. Recitals. 1. WDCC Milliken West Residential, LLC. filed an application for the issuance of Tentative Tract Map 20120 (SUBTT00024), as described in the title of this Resolution. Hereinafter in this Resolution, the subject Tentative Tract Map request is referred to as "the application." 2. On the 27th day of April 2022, the Planning Commission of the City of Rancho. Cucamonga conducted a duly noticed public hearing on said application and concluded said hearing on that date. 3. All legal prerequisites prior to the adoption of this Resolution have occurred. B. Resolution. NOW, THEREFORE, it is hereby found, determined, and resolved by the Planning Commission of the City of Rancho Cucamonga as follows: 1. This Commission hereby specifically finds that all of the facts set forth in the Recitals, Part A, of this Resolution are true and correct. 2. Based upon the substantial evidence presented to this Commission during the above - referenced public hearing on April 27, 2022, including written and oral staff reports, together with public testimony, this Commission hereby specifically finds as follows: a. The application applies to applies to a vacant site located at the a northwest corner of Foothill Boulevard and Milliken Avenue; and b. The project site has an area of approximately 17.2 acres. The project site covers approximately three -fourths of the city block bordered by Elm Avenue to the west, Milliken Avenue to the east, Church Street to the north, and Foothill Boulevard to the south; and C. The existing land uses on, and General Plan land use and zoning designations for, the project site and the surrounding properties (relative to the above -noted) are as follows: Land Use General Plan Zoning Site Vacant City Corridor High Mixed Use - Urban Corridor (MU-UCR) District Page 947 PLANNING COMMISSION RESOLUTION NO.22-12 TENTATIVE TRACT MAP 20120 (SUBTT00024) -- WDCC MILLIKEN WEST RESIDENTIAL, LLC April 27, 2022 Page 2 Multifamily Suburban North Residential Neighborhood Medium High (MH) Residential Moderate Shopping Center Financial, Restaurants, Residential (MFC)' South (north and south City Corridor High north of Foothill and Industrial Park (IP) of Foothill) south of Foothill East Hospital/ City Corridor High Hospital and Related Facilities, Office Partially Vacant (MHO) West Shopping Center City Corridor High Community Commercial (CC) District' t —Terra Vista Planned Community d. The proposal is to subdivide a site of approximately 17-2 acres into 4 numbered lots for condominium purposes, in relation to the construction of a mixed -use development comprising of 671 apartment units and 20,841 square feet of commercial space; and e. The project site will have four points of vehicular access from driveways coming from Church Street, Milliken Avenue, Foothill Boulevard, and Elm Avenue. The Engineering Department has included conditions that require the construction of right -of way improvements; and f. This application is in conjunction with Design Review 2021-00120 to construct a mixed -use development comprising of 671 apartment units and 20,841 square feet of commercial space and Master Plan DRC2022-00074 to establish a Master Plan on the project site; and g. The project was reviewed by the Design Review Committee on March 15, 2022. The committee was very supportive of the project architecture, layout, and amenities. The committee voted to move the project forward as presented to the Design Review Committee to the full Planning Commission for consideration; and 3. Based upon the substantial evidence presented to this Commission during the above - referenced public hearing and upon the specific findings of facts set forth in paragraphs 1 and 2 above, this Commission hereby finds and concludes as follows: a. The design and layout of the subject Tentative Tract Map will be consistent with the General Plan and the Development Code. The project site is being subdivided to facilitate the development of a mixed -use project which will be consistent with the Mixed -Use zoning of the project site; and b. The site is physically suitable for the subdivision which will create four (4) numbered lots for condominium purposes; and C. The design of the subdivision is not likely to cause substantial environmental damage and avoidable injury to humans and wildlife or their habitat. A CEQA Section 15183 Compliance Memorandum dated March 22, 2022, was prepared by T & B Planning that demonstrates that the subject project is fully consistent with the site's General Plan land use Page 948 PLANNING COMMISSION RESOLUTION NO.22-12 TENTATIVE TRACT MAP 20120 (SUBTT00024) — WDCC MILLIKEN WEST RESIDENTIAL, LLC April 27, 2022 Page 3 designation of "City Corridor — High", consistent with all applicable General Plan policies, and is within the scope of the EIR certified as part of the City's General Plan update on December 15, 2021. d. The tentative tract map is not likely to cause serious public health problems. The tentative map is proposed in conjunction with a mixed -use development comprising of 671 apartment units and 20,841 square feet of commercial space. A CEQA Section 15183 Compliance Memorandum dated March 22, 2022, was prepared by T & B Planning that demonstrates that the subject project is fully consistent with the site's General Plan land use designation of "City Corridor — High", consistent with all applicable General Plan policies, and is within the scope of the EIR certified as part of the City's General Plan update on December 15, 2021. e. The design of the tentative tract will not conflict with any easement acquired by the public at large, now of record, for access through or use of the property within the proposed subdivision. Access to the property will be from existing public streets surrounding the project site and access to the individual future development will be from private streets to be constructed on the subject property. 4. Based upon the facts and information contained in the CEQA Guidelines Section 15183 Compliance Memorandum, together with all written and oral reports included for the environmental assessment for the application, the Planning Commission finds that there is no substantial evidence that the project will have a significant effect upon the environment based upon the findings as follows: a. The City of Rancho Cucamonga adopted a comprehensive update to the City's General Plan (GPU) and certified a Program Environmental Impact Report (EIR) (SCH No. 2021050261) on December 15, 2021. As part of the GPU, the Project site was designated for "City Corridor — High" land uses, which allows for residential development at densities ranging from 36 to 60 dwelling units per acre (dulac) and non-residential development at a Floor Area Ratio (FAR) ranging from 0.6 to 1.5. According to Section 15168 of the CEQA Guidelines, a Program EIR may be prepared on a series of actions that can be characterized as one large project. Use of a Program EIR gives the Lead Agency an opportunity to consider broad policy alternatives and program -wide mitigation measures, as well as greater flexibility to address project -specific and cumulative environmental impacts on a comprehensive scale. b. Pursuant to Section 15183(c) of the State CEQA Guidelines, "if an impact is not peculiar to the parcel or to the project, has been addressed as a significant effect in the prior EIR, or can be substantially mitigated by the imposition of uniformly applied development policies or standards... then an additional EIR need not be prepared for the project solely on the basis of that impact." The 17.2-acre property is designated by the City's General Plan for "City Corridor — High" land uses. The GPU EIR assumed the Project site would be developed with 722 multi -family residential dwelling units and 337,154 square feet of commercial retail land uses. The proposed Project is fully consistent with the site's GPU land use designation of "City Corridor — High" and would be consistent with all applicable GPU policies. Therefore, no subsequent or supplemental EIR is required for the proposed project. To demonstrate that no subsequent EIR or environmental review is required, a CEQA Section 15183 Compliance Memorandum dated March 22, 2022, was prepared by T & B Planning. Staff evaluated this memorandum and concluded that the project is within the scope of the EIR certified as part of the City's GPU on December 15, 2021. The project Page 949 PLANNING COMMISSION RESOLUTION NO. 22-12 TENTATIVE TRACT MAP 20120 (SUBTT00024) — WDCC MILLIKEN WEST RESIDENTIAL, LLC April 27, 2022 Page 4 will not have one or more significant effects not discussed in the GPU EIR, nor have more severe effects than previously analyzed, and that additional or different mitigation measures are not required to reduce the impacts of the project to a level of less than significant. 5. Based upon the findings and conclusions set forth in paragraphs 1, 2, 3, and 4 above, this Commission hereby approves the application subject to each and every condition set forth in the attached Conditions of Approval. The Secretary to this Commission shall certify to the adoption of this Resolution. APPROVED AND ADOPTED THIS 27TH DAY OF APRIL 2022 PLANNING COMMISSION OF THE CITY OF RANCHO CUCAMONGA BY: Bryan Dopp, Chairman ATTEST: Matthew/R, Burry, Secretary, AICP, LEED AP 1, Matthew R. Burrig, Secretary, AICP, LEED AP, of the Planning Commission of the City of Rancho Cucamonga, do hereby certify that the foregoing Resolution was duly and regularly introduced, passed, and adopted by the Planning Commission of the City of Rancho Cucamonga, at a regular meeting of the Planning Commission held on the 27th day of April 2022, by the following vote -to -wit: AYES COMMISSIONERS: DOPP, WILLIAMS, MORALES, BOLING, DANIELS NOES: COMMISSIONERS - ABSENT: COMMISSIONERS: ABSTAIN COMMISSIONERS: Page 950 T 510.836,4200 F 510.836A205 Via Email and Overnight Mail May 6, 2022 Chair Oaxaca Vice Chair Dopp Commissioner Guglielmo Commissioner Morales Commissioner Williams Planning Commission Attn: Elizabeth Thornhill, Executive Assistant City of Rancho Cucamonga 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Elizabeth. Thornhill ncitvofrc.us 1939 Harrison Street, Ste. 150 www.lozeaudrury.com Oakland, CA 94612 Amalia@lozeaudrury.com Janice Reynolds, City Clerk City of Rancho Cucamonga 10500 Civic Center Drive Rancho Cucamonga, CA 91730 City.clerkkcityofrc.us Re: Appeal of Decision of the Planning Commission to Approve the Harvest at Terra Vista Project (DRC2021-00120; SUBTT00024; DRC2022-00074) Dear Chair Oaxaca, Vice Chair Dopp, Honorable Commissioners, Ms. Reynolds, and Ms. Thornhill: I am writing on behalf of the Supporters Alliance for Environmental Responsibility ("SAFER") and its members living and/or working in or around the City of Rancho Cucamonga ("City") regarding the Planning Commission's decisions of April 27, 2022 to approve Design Review DRC2021-00120 and Tentative Tract Map 20120 (SUBTT00024) for the Harvest at Terra Vista Project, a proposed mixed -use development with 671 apartment units and 20,841 square feet of commerce space located at the northwest corner of Foothill Boulevard and Milliken Avenue ("Project"). This appeal is filed pursuant to Municipal Code section 17.14.070, is timely filed within 10 days of the Planning Commission's decision, and is accompanied by the required filing fee of $3,279. The reasons for the appeal are set forth in the attached letter, which was submitted to the Planning Commission prior to its decision. Sincerely, P#I � Amalia Bowley Fuentes LOZEAU DRURY LLP Attachment 3 Page 951 DRURYLLP T 510.836,4200 F 510.836,4205 BY E-MAIL April 27, 2022 Planning Commission City of Rancho Cucamonga Attn: Elizabeth Thornhill 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Elizabeth.Thornhill@cityofrc.us 1939 Harrison Street, Ste. 150 www.lozeaudrury.com Oakland, CA 94612 Amalia@lozeaudrury.com David F. Eoff, Senior Planner City of Rancho Cucamonga 10500 Civic Center Drive Rancho Cucamonga, CA 91730 David.eoff@cityofrc. us Re: Comment on Design Review, Tentative Tract Map, and Master Plan for Harvest at Terra Vista Project (DRC2021-00120; SUBTT00024; DRC2022-00074) Dear Honorable Members of the Planning Commission and Mr. Eoff: I am writing on behalf of Supporters Alliance for Environmental Responsibility ("SAFER"), a California nonprofit benefit corporation, regarding the proposed mixed -use development at the Northwest Corner of Foothill Boulevard and Milliken Avenue, located in the City of Rancho Cucamonga, also known as the Harvest at Terra Vista Project ("Project"). The Planning Commission staff have determined that the project is categorically exempt from the requirement for preparation of environmental documents pursuant to Section 15183 of the California Environmental Quality Act ("CEQA"). However, after reviewing the Section 15183 Compliance Memo prepared for the Project, and the General Plan Update EIR that the Project relies upon, we conclude that the Project does not meet the requirements for an exemption under CEQA Section 15183. SAFER respectfully requests that the Planning Commission deny the applications for Design Review, a Tentative Tract Map, and a Master Plan, and instead prepares necessary environmental documents under CEQA. PROJECT DESCRIPTION The proposed project is a mixed -use development with 671 apartment units and 20,841 square feet of commercial space. It is bordered by multifamily residential uses to the north, commercial uses to the south, a hospital and vacant land to the east, and a shopping center to the west. Page 952 Comment re: Harvest at Terra Vista Project City of Rancho Cucamonga April 27, 2022 Planning Commission Hearing II. LEGAL STANDARD The EIR is the very heart of CEQA. Bakersfield Citizens for Local Control v. City of Bakersfield (2004) 124 Cal.AppAth 1184, 1214 (Bakersfield Citizens); Pocket Protectors v. City of Sacramento (2004) 124 Cal.AppAth 903, 927 (Pocket Protectors). The EIR is an "environmental `alarm bell' whose purpose is to alert the public and its responsible officials to environmental changes before they have reached the ecological points of no return." Bakersfield Citizens, 124 Cal.App.4th at 1220. The EIR also functions as a "document of accountability," intended to "demonstrate to an apprehensive citizenry that the agency has, in fact, analyzed and considered the ecological implications of its action." Laurel Heights Improvements Assn. v. Regents of Univ. of Cal. (1988) 47 Cal.3d 376, 392. The EIR process "protects not only the environment but also informed self-government." Pocket Protectors, 124 Cal.AppAth at 927. An EIR is required if "there is substantial evidence, in light of the whole record before the lead agency, that the project may have a significant effect on the environment." PRC § 21080(d); see also Pocket Protectors, 124 Cal.AppAth at 927. In very limited circumstances, an agency may avoid preparing an EIR by issuing a negative declaration, a written statement briefly indicating that a project will have no significant impact thus requiring no EIR (14 CCR § 15371), only if there is not even a "fair argument" that the project will have a significant environmental effect. PRC §§ 21100, 21064. Since "[t]he adoption of a negative declaration ... has a terminal effect on the environmental review process," by allowing the agency "to dispense with the duty [to prepare an EIR]," negative declarations are allowed only in cases where "the proposed project will not affect the environment at all." Citizens of Lake Murray v. San Diego (1989) 129 Cal.App.3d 436, 440. To achieve its objectives of environmental protection, CEQA has a three -tiered structure. 14 CCR § 15002(k); Committee to Save the Hollywoodland Specific Plan v. City of Los Angeles (2008) 161 Cal.AppAth 1168, 1185-86 ("Hollywoodland'). First, if a project falls into an exempt category, or it can be seen with certainty that the activity in question will not have a significant effect on the environment, no further agency evaluation is required. Id. Second, if there is a possibility the project will have a significant effect on the environment, the agency must perform an initial threshold study. Id.; 14 CCR § 15063(a). If the study indicates that there is no substantial evidence that the project or any of its aspects may cause a significant effect on the environment the agency may issue a negative declaration. Id.; 14 CCR §§ 15063(b)(2), 15070. Finally, if the project will have a significant effect on the environment, an environmental impact report ("EIR") is required. Id. Here, since the City exempted the Project from CEQA entirely, the first step of the CEQA process applies. Page 953 Comment re: Harvest at Terra Vista Project City of Rancho Cucamonga April 27, 2022 Planning Commission Hearing CEQA identifies certain classes of projects which are exempt from the provisions of CEQA. These are called categorical exemptions. 14 CCR §§ 15300, 15354. "Exemptions to CEQA are narrowly construed and `[e]xemption categories are not to be expanded beyond the reasonable scope of their statutory language." Mountain Lion Foundation v. Fish & Game Com. (1997) 16 CalAth 105, 125. The determination as to the appropriate scope of a categorical exemption is a question of law subject to independent, or de novo, review. San Lorenzo Valley Community Advocates for Responsible Education v. San Lorenzo Valley Unified School Dist., (2006) 139 Cal. App. 4th 1356, 1375 ("[Q]uestions of interpretation or application of the requirements of CEQA are matters of law. Thus, for example, interpreting the scope of a CEQA exemption presents `a question of law, subject to de novo review by this court."') Here, the City has issued a notice of exemption alleging that the proposed Project is exempt from CEQA review under Section 15183. However, as discussed below, this exemption is improper, and instead, a full CEQA analysis, such as an EIR, must be prepared for this Project. III. DISCUSSION a. The City Incorrectly Applied CEQA's Section 15183 Categorical Exemption to the Project and Thus a Full CEQA Analysis is Required. Section 15183 of the California Environmental Quality Act allows a project to avoid environmental review if it is "consistent with the development density established by existing zoning, community plan, or general plan policies for which an EIR was certified ... except as might be necessary to examine whether there are project - specific significant effects which are peculiar to the project or its site." 14 CCR 15183 (emphasis added). The intention of this section is to "streamline[]" CEQA review for projects and avoid the preparation of repetitive documents. While this section is considered an exemption from CEQA, environmental review is still required for various types of impacts, including those "peculiar to the project or parcel on which the project would be located," those which "were not analyzed as significant effects in a prior EIR," "are potentially significant off -site impacts and cumulative impacts which were not discussed in the prior EIR," or "[a]re previously identified significant effects which, as a result of substantial new information which was not known at the time the EIR was certified, are determined to have a more severe adverse impact than discussed in the prior EIR." Section (f) of the exemption states that a Project's environmental effects are not peculiar to a project if "uniformly applied development policies or standards have been previously adopted" which serve to mitigate environmental impacts, "unless substantial new information shows that the policies or standards will not substantially mitigate the environmental effect." (Emphasis added). The standard set forth by the statute for this analysis is substantial evidence. Page 954 Comment re: Harvest at Terra Vista Project City of Rancho Cucamonga April 27, 2022 Planning Commission Hearing Here, there is substantial evidence demonstrating that the Project will have significant impacts which were not addressed in EIR prepared for the Rancho Cucamonga General Plan Update ("GPU EIR"). The Section 15183 Exemption therefore does not apply, and the City must prepare appropriate CEQA documents for this Project. b. The City Must Prepare a CEQA Document or Adopt a Statement of Overriding Considerations With Regard to This Project. The GPU EIR concluded that several of the impacts identified as a result of the General Plan Update project were significant and unavoidable. These impacts included air quality, biological resources, greenhouse gas, and noise impacts. In the Section 15183 Compliance Memo prepared for the Project ("Compliance Memo"), the City acknowledges these significant and unavoidable impacts, but states that "because the proposed Project would not result in any new or more severe impacts to the environment beyond what was previously evaluated and disclosed as part of the GPU EIR, no additional environmental review is required for the proposed Project beyond the analysis and conclusions provided in Subsection 4.2 [of the Compliance Memo]." Compliance Memo, p. 17. This conclusion is incorrect. In the case of Communities for a Better Environment v. Cal. Resources Agency (2002) 103 Cal.AppAth 98, 122-125, the court of appeal held that when a "first tier" EIR admits a significant, unavoidable environmental impact, then the agency must prepare second tier EIRs for later projects to ensure that those unmitigated impacts are "mitigated or avoided." Id. citing CEQA Guidelines §15152(f)). The court reasoned that the unmitigated impacts were not "adequately addressed" in the first tier EIR since they were not "mitigated or avoided." Id. Thus, significant effects disclosed in first tier EIRs will trigger second tier EIRs unless such effects have been "adequately addressed," in a way that ensures the effects will be "mitigated or avoided." Id. Such a second tier EIR is required, even if the impact still cannot be fully mitigated and a statement of overriding considerations will be required. The court explained, "The requirement of a statement of overriding considerations is central to CEQA's role as a public accountability statute; it requires public officials, in approving environmentally detrimental projects, to justify their decisions based on counterbalancing social, economic or other benefits, and to point to substantial evidence in support." Id. at 124-125. Thus, since the GPU EIR admitted numerous significant, unmitigated impacts, a second tier EIR is now required to determine if mitigation measures can now be imposed to reduce or eliminate those impacts. If the impacts still remain significant and unavoidable, a statement of overriding considerations will be required. Page 955 Comment re: Harvest at Terra Vista Project City of Rancho Cucamonga April 27, 2022 Planning Commission Hearing c. The Project Will Have Project -Specific Significant Effects Which Were Not Addressed in the GPU EIR. The City prepared a Program EIR for the General Plan Update, which is allowed under CEQA Guidelines § 15168(a). However, "[t]hat CEQA contains provisions for subsequent and supplemental EIRs reflects the Legislature's recognition that the need for environmental review may arise after the certification of a final EIR and the adoption of the [] plan to which it relates." Eller Media Co. v. Community Redevelopment Agency (2003) 108 Cal.AppAth 25, 43. This possibility of further review is made more certain if "the final EIR for the Project explicitly state[s] that future review would be required." Id. The GPU EIR states on numerous occasions that further review is warranted or necessary to evaluate impacts specific to individual projects. The City may not now avoid the consideration of the current Project's impacts by claiming they were adequately assessed in the GPU EIR. The City must prepare an EIR to assess those project -specific impacts which were not evaluated in the GPU EIR. i. Air Quality The GPU EIR's Air Quality section states that "[i]ndividual projects may require project -specific mitigation measures to ensure compliance with regulations governing air quality" and that "the extent of construction activities is unknown at this time." GPU EIR, p. 5.3-1. Later on in that section, the GPU EIR states that "[a]s discussed previously, specific construction phasing and intensity are unknown. The levels of emissions generated through these activities would depend on the characteristics of individual future development projects under the General Plan Update, including the size and type of land uses being developed, which would determine the length and intensity of construction activity." Id. at 5.3-52. The GPU EIR ultimately concludes that certain air quality impacts will be significant and unavoidable. Id. at 5.3-65-66. For the currently proposed Project, the Compliance Memo states that because the Project will result in a net reduction of 8,390 vehicle trips per day compared to what was evaluated for the site in the GPU EIR, the Project will have reduced air quality emissions. Compliance Memo, p. 25-26. Additionally, the Compliance Memo states that construction activities will adhere to SCAQMD strategies and emissions control strategies in the GPU EIR and the City's Climate Action Plan, and will therefore also be less than significant. Id. at 26. The City has avoided full evaluation of Project air quality impacts at both stages. Emissions for the proposed Project must be modeled using a program such as CaIEEMod, and project -specific input parameters must be measured against applicable thresholds. Further, a screening -level HRA must be prepared to determine the risk posed to nearby residential receptors, as well as propose mitigation as necessary. If the Project's criteria air pollutant and/or toxic air contaminant emissions exceed the relevant Page 956 Comment re: Harvest at Terra Vista Project City of Rancho Cucamonga April 27, 2022 Planning Commission Hearing SCAQMD thresholds, the Project's greenhouse gas emissions must also be modeled using a program such as CalEEMod and mitigation must be implemented if necessary. These considerations all represent potential project -specific significant effects that were not addressed in a GPU EIR, therefore the City must prepare an EIR for the Project. ii. Biological Resources With regard to biological resources, the GPU EIR states that "... future development projects could require more detailed evaluations of biological resources and formulation of mitigation measures by a qualified biologist." GPU EIR, p. 5.4-61. It ultimately concludes that biological resource impacts are significant and unavoidable, and are considered cumulatively considerable. Id. at 5.4-65-66. As part of its Compliance Memo, the City commissioned a Habitat Assessment ("HA"), which was conducted in January 2022. Compliance Memo, Attachment A, Habitat Assessment Update. The HA concludes that the findings from a previous Habitat Assessment of the site remain the same and that no changes to onsite habitats have occurred. HA, p. 4. However, the Compliance Memo states that "the field investigation was not conducted during the blooming season for the majority of the special -status plant species known to occur in the general vicinity of the Project site." Compliance Memo, p. 30. Although the Compliance Memo states that the species are "presumed to be absent from the Project site" based on habitat requirements for species, the timing of the HA field survey is inappropriate. Id. The Compliance Memo's conclusion that impacts to biological resources are less than significant is therefore unfounded, and an EIR must be prepared in which these impacts are adequately analyzed. iii. Energy The GPU EIR's analysis of Energy impacts states that "compliance with the Building Energy Efficiency Standards and CALGreen and implementation of proposed energy -related policies to guide development of land uses accommodated under the General Plan Update would help minimize nonrenewable energy demands by increasing energy efficiency and renewable energy use." GPU EIR, p. 5.6-10. The GPU EIR therefore concludes that energy impacts would be less than significant. Id. at 5.6- 12. The Compliance Memo relies on these same standards to conclude that the Project's energy impacts would be less than significant. Compliance Memo, p. 44. The standard under CEQA is whether the Project would result in wasteful, inefficient, or unnecessary consumption of energy resources. Failing to undertake "an investigation into renewable energy options that might be available or appropriate for a project" violates CEQA. California Clean Energy Committee v. City of Woodland (2014) 225 Cal.AppAth 173, 213. Energy conservation under CEQA is defined as the "wise and efficient use of energy." CEQA Guidelines, app. F, § I. The "wise and efficient use Page 957 Comment re: Harvest at Terra Vista Project City of Rancho Cucamonga April 27, 2022 Planning Commission Hearing of energy" is achieved by "(1) decreasing overall per capita energy consumption, (2) decreasing reliance on fossil fuels such as coal, natural gas and oil, and (3) increasing reliance on renewable energy resources." Id. Noting compliance with the California Building Energy Efficiency Standards (Cal.Code Regs., tit. 24, part 6 (Title 24) does not constitute an adequate analysis of energy. Ukiah Citizens for Safety First v. City of Ukiah (2016) 248 Cal.AppAth 256, 264- 65. Similarly, the court in City of Woodland held unlawful an energy analysis that relied on compliance with Title 24, that failed to assess transportation energy impacts, and that failed to address renewable energy impacts. California Clean Energy Committee v. City of Woodland, 225 Cal.AppAth 173, 209-13. As such, the Compliance Memo's reliance on Title 24 compliance does not satisfy the requirements for an adequate discussion of the Project's energy impacts. As for the "energy -related policies" referred to by the GPU EIR, they consist of vague statements which do not commit the specific Project to implement anything. Indeed, at the beginning of the Compliance Memo's section on energy, it states that "[t]he GPU EIR did not identify any standard COAs to reduce energy consumption." Compliance Memo, p. 42. This further demonstrates that the City has not proposed anything beyond Title 24 adherence to render energy impacts less than significant. The Compliance Memo states that the Project's energy demands would be less than those assumed in the GPU EIR, and would therefore be less than significant. Compliance Memo, p.42-44. However, there is no discussion of the project's cost effectiveness in terms of energy requirements. There is no discussion of energy consuming equipment and processes that will be used during the construction or operation of the project. The project's energy use efficiencies by amount and fuel type for each stage of the project including construction and operation were not identified. The effect of the project on peak and base period demands for electricity has not been addressed. As such, the Compliance Memo's conclusions are unsupported by the necessary discussions of the Project's energy impacts under CEQA. An EIR must be prepared to assess these impacts. iv. Greenhouse Gases The GPU EIR states that the GPU project would not meet the City's and State's long-term GHG reduction goals. GPU EIR, p. 5.8-42. Specifically, it states that "... the strategies in the CAP, if fully implemented, would achieve a total reduction of 199,709 MTCO2e by 2040. These reductions place the City's post-2030 communitywide emissions on a downward trajectory that makes substantial progress toward the City's and the State's long-term GHG reduction goals, but they are not sufficient to achieve the 339,478 MTCO2e of reductions needed to achieve the City's 2040 emissions reduction target." Id. Greenhouse gas impacts are therefore considered significant and unavoidable, and the GPU EIR says there are no feasible mitigation measures. Page 958 Comment re: Harvest at Terra Vista Project City of Rancho Cucamonga April 27, 2022 Planning Commission Hearing The Compliance Memo fails to address this failure of the GPU EIR to meet the State's long-term GHG emission reduction goals beyond listing it as a GPU EIR finding. Compliance Memo, p. 52. As part of its assessment, the City completes a Climate Action Plan Consistency Review Checklist, but the GPU EIR itself stated that even compliance with this was insufficient to meet City and State GHG reduction goals. Compliance Memo, Attachment E, CAP Consistency Checklist. There are numerous measures beyond those included in the CAP which would help reduce greenhouse gas emissions, and the City must consider all feasible measures before simply concluding that impacts are significant and unavoidable. The City must prepare an EIR which adequately assesses greenhouse gas impacts and mitigation measures. IV. CONCLUSION In light of the above comments, the City must prepare an EIR for the Project and the draft EIR should be circulated for public review and comment in accordance with CEQA. Thank you for considering these comments. Sincerely, 6X6 Amalia Bowley Fuentes LOZEAU DRURY LLP Page 959 MM ONCHAMP ELDRUMLLP April 27, 2022 Via email Planning Commission City of Rancho Cucamonga 10500 Civic Center Drive Rancho Cucamonga, CA 91730 David Eoff Senior Planner City of Rancho Cucamonga 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Dear Honorable Members of the Planning Commission and Mr. Eoff: We represent WDCC Milliken West Residential LLC, the applicant of the Harvest at Terra Vista project (Project). We are in receipt of Lozeau Drury's letter, dated today, challenging the City's determination that the Project complies with the California Environmental Quality Act ("CEQA") Guidelines Section 15183. Section 15183 applies to projects that are consistent with existing zoning, community plan, or general plan policies for which an EIR was previously certified. The materials for tonight's meeting include the Harvest at Terra Vista — CEQA Guidelines Section 15183 Compliance memo ("Compliance Memo"), prepared by T&B Planning, including several reports, that analyzes the project's impacts and compliance with CEQA Guidelines Section 15183. A second memo is in the materials from the City's consultant Placeworks, Harvest at Terra Vista Section 15183 Compliance Review memo which peer reviewed the Compliance Memo. Placeworks' peer review concluded: The Compliance document, and supporting materials, provide a thorough review of the General Plan EIR (SCH#2021050261) and accurately depict the assumptions made in the General Plan EIR for this area of the City. The Compliance analysis also demonstrates that the proposed project complies with the provisions of Section 15183 of the CEQA Guidelines that direct when the City should require additional environmental analysis. Nothing in the provided materials or the supporting technical studies, suggests that additional analysis is warranted, and supports the contention that there is nothing peculiar to the project or the site that would preclude the City from considering the project consistent with the General Plan EIR. 100 Pine Street, Suite 1250 #11 San Francisco CA 94111 415.704.8915 960 Atta6ahment 4 Page 2 Planning Commission City of Rancho Cucamonga April 27, 2022 This letter responds to the allegations made in Lozeau Drury's letter, which are inaccurate and inconsistent with the analysis in the peer -reviewed Compliance Memo. Notably, CEQA Guidelines Section 15183 is not a categorical exemption thus Lozeau Drury's citations (at page 3) to case law regarding categorical exemptions being narrowly construed are inapplicable. Moreover, the statement the City has issued a Notice of Exemption is incorrect. Lozeau Drury's letter is correct that CEQA Guidelines Section 15183 streamlines the environmental review of projects that are "zoned to accommodate a particular density of development or has been designated in a community plan to accommodate a particular density of development and an environmental impact report was certified for that zoning or planning action." The purpose of CEQA Guidelines Section 15183 is to reduce the need to prepare repetitive environmental studies. For projects that meet the requirements of Section 15183, the Lead Agency is required to limit its examination of environmental effects to those effects which the Lead Agency determines, in an initial study or other analysis: (1) Are peculiar to the project or the parcel on which the project would be located; (2) Were not analyzed as significant effects in a prior EIR on the zoning action, general plan, or community plan with which the project is consistent; (3) Are potentially significant off -site impacts and cumulative impacts which were not discussed in the prior EIR prepared for the general plan, community plan or zoning action; or (4) Are previously identified significant effects which, as a result of substantial new information which was not known at the time the EIR was certified, are determined to have a more severe adverse impact than discussed in the prior EIR. CEQA Guidelines section 15183 was promulgated on the authority of Public Resources Code section 21083.3, which provides that "[i]f a parcel has been zoned to accommodate a particular density of development or has been designated in a community plan to accommodate a particular density of development and an environmental impact report was certified for that zoning or planning action, the application of this division to the approval of any subdivision map or other project that is consistent with the zoning or community plan shall be limited to effects upon the environment which are peculiar to the parcel or to the project and which were not addressed as significant effects in the prior environmental impact report, or which substantial new information shows will be more significant than described in the prior environmental impact report." (Pub. Resources Code, § 21083.3(a); see Muzzy Ranch Co. v. Solano County Airport Land Use Com. (2007) 41 CalAth 372, 389. Under CEQA Guidelines Section 15183, if an impact is not peculiar to the parcel or to the project, has been addressed as a significant effect in the prior EIR, or can be substantially mitigated by the imposition of uniformly applied development policies or standards, as contemplated by CEQA Guidelines Section 15183(c), then an additional EIR need not be prepared for the project solely on the basis of that impact. Pursuant to CEQA Guidelines Section Page 961 Page 3 Planning Commission City of Rancho Cucamonga April 27, 2022 15183(h), an environmental effect shall not be considered peculiar to the project or parcel solely because no uniformly applied development policy or standard is applicable to it. Section 15183(e) allows for the analysis to be limited for those significant environmental effects which were previously identified in the prior EIR, and for which all applicable mitigation measures identified by the prior EIR are found to be feasible. For such effects, the Lead Agency is required to make a finding at a public hearing as to whether the feasible mitigation measures will be undertaken. Pursuant to CEQA Guidelines Section 15183(f), an effect of a project on the environment shall not be considered peculiar to the project or the parcel if uniformly applied development policies or standards have been previously adopted by the city or county with a finding that the development policies or standards will substantially mitigate that environmental effect when applied to future projects, unless substantial new information shows that the policies or standards will not substantially mitigate the environmental effect. The finding shall be based on substantial evidence which need not include an EIR. The Lozeau Drury letter cites to Communities for a Better Environment v. Cal. Resources Agency (2002) 103 Cal.App.4198, 122-125, which invalidated certain CEQA Guidelines, notably not CEQA Guidelines 15183. The letter also cites Eller Media Co. v. Community Redevelopment Agency (2003) 108 Cal.App.4th 25, 43, quoting that the need for environmental review may arise after certification of an EIR. The letter claims because the GP EIR found some impacts to be significant and unavoidable and that because the GP EIR contemplated that some projects would require further review that a second tier EIR is required for this Project. However, neither of those cases addressed CEQA Guidelines Section 15183 in any way. The fact that the GP EIR found some impacts to be significant and unavoidable and said some additional CEQA review would occur for some individual projects does not necessitate this Project to be reviewed in a second tier EIR. Air Quality As described in the Compliance Memo, the Project is located within the South Coast Air Basin (SCAB) and will comply with all Air Quality Management Plans (AQMPs) adopted by the South Coast Air Quality Management District (SCAQMD). The General Plan EIR estimated potential construction -related impacts using the CAIEEMod based on an assumed constant rate of construction activities during implementation of the General Plan. Contrary to commenter's claims, there is no specific method of analysis required for air quality under Guidelines Section 15183. Nonetheless, further contrary to commenter's claims, the GPU EIR did utilize CalEEMod to model emissions for the GPU. As noted in the GPU EIR Air Quality analysis, "[m]aximum daily emissions were generated using CalEEMod default outputs for the first possible year of construction, which would be 2022." GPU EIR, p. 5.3-46. "Operational emissions of criteria air pollutants and precursors were also estimated using CalEEMod." GPU EIR, p. 5.3-47. The Project was anticipated in the General Plan and is well within the daily construction assumptions anticipated in the General Plan EIR analysis for typical construction activities. Page 962 Page 4 Planning Commission City of Rancho Cucamonga April 27, 2022 As indicated in Table 3 of the Compliance Memo, Trip Generation Comparison, the Project would result in a reduction in the amount of traffic generated by development of the site as compared to what was evaluated by the GPU EIR. Specifically, the Project would result in a net reduction of 8,390 vehicular trips per day as compared to what was evaluated for the Project site in the GPU EIR. A majority of the Project's air quality emissions would result from vehicular traffic. Thus, because the Project would result in a reduction in the amount of traffic generated by the development of the Project site as comprised to what was assumed by the GPU EIR, it can be concluded that the proposed Project would result in a reduction in air quality emissions as compared to what was evaluated and disclosed by the GPU EIR for the Project site. In addition, construction activities associated with the Project would adhere to emissions control strategies established by the SCAQMD and assumed in the AQMP, as well as the emission control strategies included in the GPU and the City's Climate Action Plan. Further, the General Plan EIR addressed construction near sensitive receptors and determined that the temporary exposure to diesel PM would be less than significant. The Project would implement the required mitigation measures and would comply with applicable regulations addressing reduction of pollutants during construction. The Project would not involve any construction activities peculiar to the project site or the Project that would require additional Project -specific analysis. As for operations, the GPU EIR addresses health risk impacts by specifying that "[t]he City would avoid locating new development with sensitive receptors within 500 feet of a freeway or roadway with over 100,000 AADT. If avoidance is not feasible, development with sensitive receptors may be located within 500 feet of a major roadway only if the applicant first prepares a project -specific HRA addressing potential health risks to sensitive receptors from exposure to TAC emissions." Here, the largest roadway within 500 feet is Foothill Boulevard, which only has 30,000-40,000 ADT. GP EIR, Table 5.17-2. Therefore, the GP EIR evaluated this impact and the Project is sited such that an HRA is not required. Biological Resources The potential for the Project site to support sensitive plant species was addressed in the February 2018 Habitat Assessment, and again in the February 2022 Habitat Assessment. Each of the Habitat Assessments determined that the project site does not provide suitable habitat for any of the special -status plant species known to occur in the area. As noted in the 2018 Habitat Assessment and 2022 Habitat Assessment Update, the project site has been subject to a variety of anthropogenic disturbances including on -going disking/weed abatement activities, stockpiling of soils, and activities associated with the surrounding developments. A stockpile of undocumented fill is present on the western and central portion of the site that was derived during grading of nearby residential properties, and the southeast corner of the project site is used as a seasonal pumpkin patch and Christmas tree farm that has covered portions of this area in loose gravel. Historic agricultural activities (dating back to the 1930s) and the aforementioned dirt stockpiling activities have eliminated the natural seed base from the project site. Further, surrounding development has eliminated the potential for seed dispersal from upwind "native Page 963 Page 5 Planning Commission City of Rancho Cucamonga April 27, 2022 plant communities" onto the project site. Due to the lack of suitable habitat, focused surveys during the blooming period are not required. The determination that the project site does not have the potential to support special -status plant species is a valid conclusion. Energy Consistent with the General Plan EIR conclusions, Project construction and operations would not result in the inefficient, wasteful, or unnecessary consumption of energy. Further, the energy demands of the Project can be accommodated within the context of available resources and energy delivery systems. The Project would therefore not cause or result in the need for additional energy producing or transmission facilities. The Project would not engage in wasteful or inefficient uses of energy and aims to achieve energy conservations goals within the State of California. The Project would be less intense than the land uses assumed by the GPU EIR for the Project site, indicating the Project's overall energy demand would be less than was evaluated and disclosed by the GPU EIR. Further, the Project has been designed to exceed Title 24 energy efficiency standards. Notably, as identified in the required Climate Action Plan (CAP) Consistency Checklist in Attachment E of the Compliance Memo, the Project Applicant has committed to Zero Net electricity through the purchase of electricity that is generated from 100% renewable energy from RCMU, as available. There are also no unusual Project characteristics or construction processes that would require the use of equipment that would be more energy intensive than is used for comparable activities, or equipment that would not conform to current emissions standards (and related fuel efficiencies). Therefore, construction -related energy demand would not exceed that anticipated in the General Plan EIR. Therefore, there are no impacts that are peculiar to the Project site; there are no direct or cumulatively -considerable impacts of the proposed Project that were not already evaluated by the GPU EIR; and there are no new or more severe impacts to the environment beyond what was previously evaluated and disclosed by the GPU EIR. GHG Emissions The City's CAP was prepared consistent with the standards of CEQA Guidelines Section 15183.5 and is a qualified GHG emissions reduction plan. Pursuant to CEQA Guidelines Sections 15064(h)(3), 15130(d), and 15183(b), a project's incremental contribution to a cumulative GHG emissions effect may be determined not to be cumulatively considerable if it complies with the requirements of a "qualified" CAP. Projects that comply with the CAP, as determined through completion of the CAP Consistent Review Checklist, may rely on the CAP for the analysis of cumulative GHG emissions impacts as part of the CEQA process. The CAP Consistency Checklist contains measures that are required to be implemented on a project -by - project basis to achieve the City's 2030 reduction target, established to align with the State legislative 2030 reduction target of a 40% reduction below 1990 levels, set by Executive Order B-30-15 and codified by Senate Bill (SB) 32. The Project has been reviewed for consistency with CAP through completion of the CAP Consistency Review Checklist, which is included in Page 964 Page 6 Planning Commission City of Rancho Cucamonga April 27, 2022 Attachment E of the Compliance Memo. Therefore, the Project's GHG emissions would not be cumulatively considerable. In addition, the Compliance Memo analyzes the Project's consistency with the 2017 Scoping Plan Update, which reflects the State 2030 reduction target. As summarized therein, the Project would not conflict with any of the provisions of the Scoping Plan Update and would be subject to any regulations adopted. Further, as noted in the Compliance Memo recent studies show that the State's existing and proposed regulatory framework will allow the State to reduce its GHG emissions level to 40% below 1990 levels by 2030. As such, the Project would be consistent with the CARB 2017 Scoping Plan Update, and therefore also would be considered consistent with the GHG reduction mandates specified by SB 32. The failure of the General Plan to meet the State's long-term GHG emissions reduction goals in 2050 is the basis for the significant and unavoidable impact conclusion presented in the GPU EIR and associated statement of overriding considerations. With respect to the Project, no further analysis is necessary or required by CEQA as it pertains to future year GHG reduction targets because the Project's horizon (buildout) year is anticipated to occur in 2024. Pursuant to guidance from the Association of Environmental Professionals (AEP), GHG emissions "...should be identified for the project horizon year and lead agencies should consider the project horizon year when applying a threshold of significance" (AEP, 2016, p. 32)1. Because the Project's opening year would be 2024, the Project's GHG emissions are instead evaluated against the 2030 reduction requirements set forth by Executive Order S-3-05 and SB 32, which the City's General Plan and CAP achieves. Conclusion As explained above, the allegations raised in the Lozeau Drury letter are inaccurate and without merit. If you have any questions, please reach out to discuss. Sincerely, Amanda Monchamp 1 https:Hcalifaep.org/docs/AEP-2016—Final White_Paper.pdf Page 965 RESOLUTION NO. 2022-0 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, DENYING THE APPEAL OF AND UPHOLDING THE PLANNING COMMISSION'S APPROVAL OF DESIGN REVIEW DRC2021-00120 AND TENTATIVE TRACT MAP 20120, WHICH IS A SITE PLAN/ARCHITECTURAL REVIEW AND LOT SUBDIVISION RELATED TO THE CONSTRUCTION OF A MIXED -USE DEVELOPMENT COMPRISING OF 671 APARTMENTS AND 20,841 SQUARE -FEET OF COMMERCIAL SPACE WITHIN THE CORRIDOR 2 (CO2) ZONE ON THE NORTHWEST CORNER OF MILLIKEN AVENUE AND FOOTHILL BOULEVARD; AND MAKING FINDINGS IN SUPPORT THEREOF — APNS: 1077-422-51, - 55, -98, -99, 1090-121-38, AND -39. A. Recitals. 1. The applicant, WDCC Milliken West Residential, filed an application for the approval of Design Review DRC2021-00120 and Tentative Map 20120, as described in the title of this Resolution. The applicant also filed an application to establish a master plan for the project site, Master Plan DRC2022-00074. 2. On April 27, 2022, the Planning Commission of the City of Rancho Cucamonga adopted Resolution No. 22-11 and 22-12 approving Design Review DRC2021-00120 and Tentative Tract Map 20120 and making findings in support of its decision. On the same date, the Planning Commission of the City of Rancho Cucamonga also adopted Resolution No 22-10 recommending that the City Council approve Master Plan DRC2022-00074, which is a request to establish a master plan on the project site. 3. On May 6, 2022, Lozeau Drury, LLP ("Appellant"), filed a timely appeal of the Planning Commission's decision approving Design Review DRC2021-00120 and Tentative Map 20120. 4. On May 18, 2022, the City Council of the City of Rancho Cucamonga adopted Resolution No. 2022-049 approving Master Plan DRC2022-00074. 5. On June 15, 2022 the City Council of the City of Rancho Cucamonga opened a duly noticed public hearing on the appeal, conducted the public hearing, concluded the hearing on that date, and adopted this Resolution denying the appeal and upholding the Planning Commission's approval of Design Review DRC2021-00120 and Tentative Map 20120 and making findings in support thereof. 6. All legal prerequisites prior to the adoption of this Resolution have occurred. B. Resolution. RESOLUTION NO. 2022-0- Page 1 of 5 AttgO,p6ent 5 NOW, THEREFORE, it is hereby found, determined, and resolved by the City Council of the City of Rancho Cucamonga as follows: 1. This City Council hereby specifically finds that all of the facts set forth in the Recitals, Part A, of this Resolution are true and correct. 2. Based upon all available evidence in the record and presented to the City Council during the above -referenced public hearing on June 15, 2022, including written and oral staff reports, together with public testimony, the City Council hereby specifically finds as follows: a. Design Review DRC2021-00120 and Tentative Map 20120 applies to property located within the City; and b. Design Review DRC2021-00120 and Tentative Map 20120 applies to an approximately 17.2-acre site within the Corridor 2 (CO2) zone, located at the northwest corner of Milliken Avenue and Foothill Boulevard; and C. The land use, General Plan land use designation, and Zoning classification for the subject property are as follows: Land Use General Plan Zoning Site Vacant City Corridor High Corridor 2 (CO2) North Multifamily Suburban Neighborhood Medium High Residential — Terra Vista Residential Moderate (MH-TV) Shopping South Center (north and south of City Corridor High Corridor 2 (CO2) Foothill East Hospital/ Partially Vacant City Corridor High Corridor 2 (CO2) West Shopping Center City Corridor High Corridor 2 (CO2) d. The project consists of the construction of a mixed -use development comprising of 671 apartments and 20,841 square -feet of commercial space and ancillary on -site improvements; and e. The project complies with all pertinent development standards related to building height, site coverage, front/rear setbacks and parking as prescribed in Master Plan DRC2022-00074; and f. The project complies with the landscaping requirements as prescribed in Master Plan DRC2022-00074. RESOLUTION NO. 2022-0_- Page 2 of 5 Page 967 3. Based upon all available evidence in the record and presented to the City Council during the above referenced public hearing and upon the specific findings of facts set forth in Paragraphs 1 and 2 above, the City Council hereby finds and concludes as follows: a. The proposed development is consistent with the General Plan. The General Plan Designation for the project site is City Corridor High, which envisions high development intensities along Foothill Boulevard, particularly adjacent to city centers. The project proposes a total of 671 apartments and 20,841 square feet of commercial space with a density of 36 dwelling units per acre, which is consistent with the General Plan's vision; and b. The proposed development is in accord with the objectives of the Development Code, and the purposes of the district in which the site is located. The project site is within the Corridor 2 (CO2) zone, which is an area for a mix of residential and nonresidential uses of medium to high intensity, and where a vibrant pedestrian environment and transition in scale to surrounding neighborhoods are achieved. The project provides for a proper mix of residential and commercial uses, concentrating pedestrian activity and intensity along Foothill Boulevard while transitioning building scale appropriately to the surrounding area; and C. The proposed development complies with each of the applicable provisions of the Development Code. As allowed in the Development Code, a Master Plan has been approved in conjunction with the project. A Master Plan allows for a coordinated, comprehensive planning of a subarea of the city, in order to develop an exceptional project design that cannot be built due to constraints in existing development standards; and d. The proposed development, together with the conditions applicable thereto, will not be detrimental to the public health, safety or welfare, or materially injurious to properties or improvements in the vicinity. The project site is vacant; the proposed land use is consistent with the General Plan's vision for Foothill Boulevard and the expectations of the community. 4. Based upon the facts and information contained in the CEQA Guidelines Section 15183 Compliance Memorandum, together with all written and oral reports included for the environmental assessment for the application, the City Council finds that there is no substantial evidence that the project will have a significant effect upon the environment based upon the findings as follows: a. The City of Rancho Cucamonga adopted a comprehensive update to the City's General Plan (GPU) and certified a Program Environmental Impact Report (EIR) (SCH No. 2021050261) on December 15, 2021. As part of the GPU, the Project site was designated for "City Corridor — High" land uses, which allows for residential development at densities ranging from 36 to 60 dwelling units per acre (du/ac) and non-residential development at a Floor Area Ratio (FAR) ranging from 0.6 to 1.5. According to Section 15168 of the CEQA Guidelines, a Program EIR may be prepared on a series of actions RESOLUTION NO. 2022-0_- Page 3 of 5 Page 968 that can be characterized as one large project. Use of a Program EIR gives the Lead Agency an opportunity to consider broad policy alternatives and program -wide mitigation measures, as well as greater flexibility to address project -specific and cumulative environmental impacts on a comprehensive scale. b. Pursuant to Section 15183(c) of the State CEQA Guidelines, "if an impact is not peculiar to the parcel or to the project, has been addressed as a significant effect in the prior EIR, or can be substantially mitigated by the imposition of uniformly applied development policies or standards... then an additional EIR need not be prepared for the project solely on the basis of that impact." The 17.2-acre property is designated by the City's General Plan for "City Corridor — High" land uses. The GPU EIR assumed the Project site would be developed with 722 multi -family residential dwelling units and 337,154 square feet of commercial retail land uses. The proposed Project is fully consistent with the site's GPU land use designation of "City Corridor — High" and would be consistent with all applicable GPU policies. Therefore, no subsequent or supplemental EIR is required for the proposed project. To demonstrate that no subsequent EIR or environmental review is required, a CEQA Section 15183 Compliance Memorandum dated March 22, 2022, was prepared by T & B Planning. Staff evaluated this memorandum and concluded that the project is within the scope of the EIR certified as part of the City's GPU on December 15, 2021. The project will not have one or more significant effects not discussed in the GPU EIR, nor have more severe effects than previously analyzed, and that additional or different mitigation measures are not required to reduce the impacts of the project to a level of less than significant. 5. Based upon the findings, evidence, and conclusions set forth in Paragraphs 1, 2, 3, and 4 above, the City Council hereby denies the appeal of Planning Commission Decision DRC2022-00184 and upholds the Planning Commission's decision to approve Design Review DRC2021-00120 and Tentative Map 20120 subject to each and every condition set forth in the Conditions of Approval attached to Planning Commission Resolution No. 22-xxx. 6. The City Clerk shall certify to the adoption of this Resolution. PASSED, APPROVED and ADOPTED this 15th day of June, 2022. ATTEST: L. Dennis Michael, Mayor RESOLUTION NO. 2022-0_- Page 4 of 5 Page 969 Janice C. Reynolds, City Clerk STATE OF CALIFORNIA COUNTY OF SAN BERNARDINO ) ss CITY OF RANCHO CUCAMONGA ) I, Janice C. Reynolds, City Clerk of the City of Rancho Cucamonga, California, do hereby certify that the foregoing Resolution was duly passed, approved, and adopted by the City Council of the City of Rancho Cucamonga, California, at a Regular Meeting of said City Council held on the 15th day of June, 2022. AYES: NOES: ABSENT: ABSTAINED: Executed this 15t" day of June, 2022, at Rancho Cucamonga, California. Janice C. Reynolds, City Clerk APPROVED AS TO FORM: Nicholas R. Ghirelli, City Attorney Richards, Watson & Gershon RESOLUTION NO. 2022-0_- Page 5 of 5 Page 970 June 15, 2022 - CITY COUNCIL MEETING ITEM G3 - WIDRAWAL LETTER T 510.836,4200 1 1939 Harrison Street, Ste. 150 www.lozeaudrury.com F 510.836A205 I Oakland, CA 94612 Amalia@lozeaudrury,com Via Email June 10, 2022 Janice Reynolds, City Clerk City of Rancho Cucamonga 10500 Civic Center Drive Rancho Cucamonga, CA 91730 City. clerk(a,cityofrc.us Re: Notice of Withdrawal of Appeal Harvest at Terra Vista Project (Design Review DRC2021-00120; Tentative Tract Map 20120) Dear Ms. Reynolds: On May 6, 2022, Supporters Alliance for Environmental Responsibility ("SAFER") filed an appeal of the Planning Commission's decision to approve Design Review DRC2021-00120 and Tentative Tract Map 20120 for the Harvest at Terra Vista Project, located at the northwest corner of Foothill Boulevard and Milliken Avenue ("Project"). SAFER hereby withdraws its appeal of the Project. Thank you for your attention to this matter. Please call our office if you have any questions. Sincerely, rob Amalia Bowley Fuentes LOZEAU DRURY LLP DATE: June 15, 2022 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: Matthew R. Burris, AICP, LEED AP, Deputy City Manager — Community Development/Interim Planning Director David F. Eoff IV, Senior Planner SUBJECT: Public Hearing to Consider and Conduct First Reading of Ordinance No. 1007 to be Read by Title Only and Waive Further Reading, for Specific Plan Amendment DRC2020-00164 to Amend The Resort Specific Plan by Separating the Document into Two Sections to Regulate the North Planning Area and the South Planning Area of The Resort, Modifying the Circulation Network for the North Planning Area of The Resort, Relocation/Shifting of Land Uses, and Miscellaneous Text Edits to Address References, Graphics, or Exhibits that are No Longer Applicable. A CEQA Compliance Memorandum has been Prepared for this Project. APN: 0209-272-20 and All APNs Included in Parcel Map PM14647 and Tract Map TR20240. (ORDINANCE NO. 1007) (CITY) RECOMMENDATION: Planning Commission and staff recommends the City Council adopt Ordinance No. 1007 approving Specific Plan Amendment DRC2020-00164, amending The Resort Specific Plan. BACKGROUND: The Resort Specific Plan (formerly the Empire Lakes Specific Plan), originally adopted in 1994, covers the area bounded on the south by 4" street, on the east by Milliken Avenue, on the north by the BNSF/Metrolink rail line, and on the west by Cleveland Avenue and Utica Avenue. The 394-acre specific plan was divided into 11 planning areas intended for a variety of uses ranging from commercial office and light industrial to multifamily residential. The specific plan also included the development of a 160- acre golf course. The golf course was located in the center of the specific plan area, bisected into a north half and a south half by 6t" Street. Since November of 2000, the specific plan has been amended numerous times, most of which contributed to the development of the various planning areas. The most recent major amendment occurred in 2016 after the purchase of the golf course property in 2015 by the applicant, Lewis Operating Corp. (dba SC Rancho Development Corporation). Following the purchase of the property SC Rancho Development Corp. submitted applications for amendments to the City's General Plan, the City's Development Code, and the Empire Lakes Specific Plan proposing to develop a new mixed -use, transit -oriented development on the golf course property. The City Council approved the proposed amendments in June of 2016. Page 971 The golf course was originally developed across 4 of the 11 planning areas - Planning Area IA, Planning Area IB, a portion of Planning Area 111, and a portion of Planning Area VI (Exhibit A). The 2016 amendment consolidated these four planning areas and established Planning Area 1 (PA1) as the new mixed -use infill area within the specific plan. The 2016 amendment also created a new chapter (Section 7) of the specific plan, which provides the land use and development criteria, development standards, and regulations for PA1. Additionally, to help distinguish the bisected specific plan area, the amendment separated PA1 further into PA1A to identify the property south of 61" Street (south) and PA1 B to identify the property north of 6t" Street (north). PA1A has been underway with development following the 2016 amendment. Three residential developments consisting of attached and detached for -sale condominiums and townhomes are complete, and one for -rent apartment development is currently under construction. PA1A also includes several amenities that are complete, including two club houses, swimming pool areas, and a variety of parks and open space. Completion of the apartment project will result in PA1A being nearly built out with only a commercial pad and a mixed -use planning area remaining. PA1 B is currently vacant and is the subject area for the proposed amendment. In addition to those amendments/entitlements mentioned above, the City Council also adopted a Development Agreement (DA). The DA included several major terms related to the duration of the agreement, requirements to dedicate land for a joint use public facility, among other obligations, and served as an accompanying regulatory document for the development of the future mixed -use community. The DA was adopted in September of 2018 and became effective in October of 2018. Shortly after its adoption, an amendment to the DA was presented to the City Council for consideration. The proposed DA amendment included revisions to the construction schedule for the joint use public facility, revisions to requirements to construct an interim access road in the north planning area, and the integration of a new street framework that would be processed through a separate specific plan amendment. The DA amendment was approved by the City Council in September of 2020. The current proposed specific plan amendment is intended to implement the new terms and agreements approved through the September 2020 DA amendment, specifically with the integration of the new street framework for PA1 B (north). In late 2019 and early 2020, the City in collaboration with the SC Rancho Corp., began developing a comprehensive conceptual street framework for the PA1 B area of the specific plan. Through this effort, an updated street framework was established, and the initiation of the specific plan amendment commenced as agreed upon through the DA. The proposed amendment seeks to incorporate the updated street framework, while also ensuring the specific plan remains consistent with the DA and continues to implement the changes that were adopted by the City Council. While the last major amendment was in 2016, the most recent amendment occurred on May 18, 2022 with the adoption of Ordinance 1002. This amendment included reducing the boundaries of the Specific Plan to that of PA1 only and renaming the plan to The Resort Specific Plan. The Specific Plan encompasses a large area of roughly 394 acres, most of which has been built out except for PA1. In circumstances such as these there becomes less of a need for specialized zoning or development standards through the Specific Plan once the area is fully developed. As a result, the Specific Plan was amended as part of the City's comprehensive Development Code Update that included repeals to other older, built out specific plans and planned communities in the City. The repeal/modification to the Specific Plan through Ordinance 1002 does not impact the subject proposed specific plan amendment. Page 2 Page 972 On May 25, 2022, the Planning Commission held a public hearing to consider the proposed Specific Plan Amendment for the Specific Plan. During this meeting, Staff presented the details of the amendment and recommended the Planning Commission approve the amendment with one minor change related to a footnote on an exhibit. The new circulation plan proposed to be incorporated into the Specific Plan included a footnote identifying the construction of particular future streets to be completed "by others". At this time there is no certainty on who will be responsible for the construction of future streets without the benefit of a development proposal to review. As such, Staff recommended the text "by others" be deleted from all exhibits. The Planning Commission was generally supportive of the Specific Plan Amendment, including Staff's recommendation to remove the text, and recommended approval to the City Council for consideration. ANALYSIS: SC Rancho Development Corp. is requesting approval of a specific plan amendment to PA1 of the Resort Specific Plan. The proposed amendment includes modifications to the circulation network, modifications to the updated street -types, relocation of land uses, and the separation of the specific plan document into two sections regulating PA1A and PA1 B for the south and north, respectively. The proposed Specific Plan Amendment will also include miscellaneous text edits to address any references, graphics, or exhibits that may no longer be applicable or require minor revisions to remain consistent with other amendments throughout the document. The remainder of specific plan contents will not change. This includes the minimum and maximum buildout for residential and non-residential uses, as well as the placetypes and the allowable land uses throughout PA1A and PA1 B. The revisions are summarized as follows: Circulation. The current street network for PA1 consists of a combination of public and private streets in a grid pattern layout. The grid pattern circulation provides efficient movement throughout the community for vehicles and pedestrians, creating opportunity for a strong, walkable environment with appropriate block sizes while still maintaining adequate vehicle movement. The grid pattern also improves connectivity between developments within the PA, creating greater opportunities for access and greater potential for reducing vehicle trips. These concepts apply to true streets and drive aisles throughout planning areas. Although the drive aisles are not formal streets, they serve the same purpose of providing and extending the circulation network throughout the neighborhoods. The proposed amendment to the circulation will occur in PA1 B. The current vehicle circulation diagram in the Specific Plan identifies one primary access point from 6th Street that essentially functions as a continuation of the primary "spine road" from PA1A. This spine road, now known as Resort Parkway, is expected to continue through PA1 B as a primary north/south connector, provide a connection to 7th Street to create a secondary access in the community, and ultimately provide a connection point to the Metrolink Station at the northern area of PA1 B. The modified circulation network builds on this concept and advances the expectation of a grid pattern with the addition of several north south streets and east west streets throughout PA1 B. The circulation pattern occurs in more of a linear form, establishing straight line travel routes and direct access points for vehicles and pedestrians throughout the community. Two additional connections are proposed at 6th Street that extend north into the community, while the additional east/west streets build connections to the adjacent properties and help form the grid pattern. The proposed amendment also identifies potential future connections that could result from new development or redevelopment on adjacent properties. These future connections are identified on the circulation plan to ensure adequate vehicle and pedestrian connections are maintained with future adjacent development. Page 3 Page 973 Street Types. To correspond with the revised circulation pattern, the specific plan amendment will also include minor changes to the street types. These proposed street types build from the existing street types provided for PA1A with adjustments to the overall street width and including design features that will be applicable to the development types and intensities they'll serve. PA1 B will include 6 main street types that provide a right-of-way width ranging from 90 feet for primary streets serving mixed use areas with active ground floors to 42 feet for neighborhood streets serving primarily residential uses. The new street types will also include a new concept known as "woonerf". The woonerf concept is a curbless street, similar to an alleyway, that is designed with decorative paving and other features that encourage and prioritize pedestrian activity while still allowing vehicle access at low speeds. The woonerf concept in PA1 B will provide additional connections between developments and continue to advance the improved circulation throughout the neighborhood. Relocation of Land Uses/Placetypes. Implementing a true grid system helps create adequate block networks, more opportunities for street frontage, and improves access to a variety uses from nearly any starting point. This presented an opportunity to shift around land uses to take advantage of a revised street pattern that is suitable for a wider range of development types due to improved access, increase frontage areas, and more. The notable shift occurs with the Mixed Use (MU) placetype. The existing land use plan for PA1 B included roughly 6 acres of mixed -use designation at the northern area of PA1 B adjacent to the Metrolink property. A portion of the MU areas have been relocated along 6th Street on the east and west sides of the Resort Parkway. Placing the MU areas in this location provides strong presence along 6th Street and Resort Parkway, creates a focal point along the street, and activates the entry to the PA1 B. Furthermore, with the additional north/south streets at 6th Street, the MU placetype has the benefit of at least three street frontage opportunities. This can allow for greater activation along the ground floor, incorporation of on -street parking to serve the commercial uses and encourage pedestrian activity at the entrance of the community. A third MU placetype was relocated at the east side PA1 B along 71h street. The new location is adjacent to an office complex and in proximity to the Metrolink Station. The relocation of this MU placetype is expected to benefit from the current office development or potential redevelopment of the adjacent property, which will include future street connections and improved access to provide another MU anchor area with the community. Relocation of the MU uses subsequently required their replacement with residential placetypes. However, these land use shifts do not result in an increase or decrease to the required minimum and maximum number of residential units (2,650 — 3,450 units) or the minimum and maximum amount of non- residential area (220,000 square feet maximum). PA1 B is still subject to these build -out requirements, which can still be accommodated with the relocated land uses. Document Reformat. PA1 covers the entire specific plan area, which includes PA1A in the south and PA1 B in the north. As noted earlier, PA1A is nearly built out and has been developed under the current specific plan requirements. PA1 B is vacant, and with the amendments to the specific plan will implement a more robust development pattern than the south. To ensure clarity between the PAs and proper implementation of the development requirements, the specific plan document is proposed to be reformatted into two sections that will provide regulations and requirements for the south and the north independently. With the exception of the proposed amendments discussed above, the contents of the current document will remain the same. Page 4 Page 974 Where details or standards are applicable to the north and south, such as parking, design standards, architectural guidelines, etc., such details will be provided in both sections. Any differences in details or standards between the north and the south, such as the amendments listed above, will be provided in their applicable sections only. The proposed reformat of the document will allow easier application of development standards, easier implementation, and easier monitoring of development activity in the future. Both sections are formatted in way that mirrors one another, with the table of contents, sections, and more are generally in the same order. Miscellaneous Text Edits. The main amendments noted above will subsequently require minor text edits to delete references that may not apply, adjustments to planning area numbering/labeling resulting from relocation, and changes or deletion of exhibits that also may not apply. The text edits are inconsequential and only occur where necessary to further clarify or ensure consistency with the amendments noted above. As noted previously, the amendments are limited to those noted above and do not include any changes to the development intensity. The 6 placetypes will remain the same and noted in their appropriate sections of the document plan. The intent and purpose of each placetype, along with their density ranges will also remain the same. The descriptions and expectations of each placetype will be provided in their appropriate sections and will remain applicable through all future development. The parking requirements will remain the same, continuing to require a parking study for high density development and mixed -use development to ensure proper parking demands are met. A range of parking options through garage, parking structures, on street parking, etc., will continue to be available and will be determined based on the development of the placetype. The specific plan also provides criteria for architectural guidelines, urban design standards, and more that will also remain as is and applicable to both sections. CEQA DETERMINATION: Pursuant to the California Environmental Quality Act (CEQA), the City certified an Environmental Impact Report (EIR) (SCH No. 2015041083) on May 18, 2016, in connection with the City's approval of General Plan Amendment DRC2015-00114, Specific Plan Amendment DRC2015-00040, and Development Code Amendment DRC2015-00115 associated with the approval and establishment of Section 7 of the Empire Lakes Specific Plan, which has now become The Resort Specific Plan. Pursuant to CEQA Guidelines Section 15162, no subsequent or supplemental EIR is required in connection with subsequent discretionary approvals of the same project. To demonstrate that no subsequent EIR or environmental review is required, an Environmental Compliance Memorandum dated May 17, 2022, was prepared by T & B Planning. Staff evaluated this memorandum and concluded that the project is within the scope of the approved overall project and the analysis included in the Final EIR identified above and therefore no additional environmental review is required in connection with the City's consideration of Specific Plan Amendment DRC2020-00164. The proposed Specific Plan Amendment does not propose substantial changes which will require major revisions to the Final EIR due to the involvement of new significant environmental effects or a substantial increase in the severity of previously identified significant effects. No new information of substantial importance was found that would create new significant effects, increase the severity of previously examined effects, determine that mitigation measures or alternatives previously found not to be feasible would in fact be feasible, or introduce mitigation measures or alternatives that are considerably different from those analyzed in the Final EIR. Page 5 Page 975 In accordance with CEQA Section 21166, and Sections 15162 and 15168 of the State CEQA Guidelines, and based on the information provided above, Staff has concluded that the proposed Specific Plan Amendment, which would modify the circulation and development pattern for PA1 B, but will not result in an increase to the amount or type of development allowed within the specific plan, will not result in environmental effects that were not previously analyzed under the certified EIR for the Specific Plan Amendment. FISCAL IMPACT: A fiscal impact analysis was prepared as part of the 2016 Specific Plan Amendment. The annual revenues and expenses determined through the analysis were based on the project at full build out, which originally was anticipated to occur over an 8-year time frame. The analysis indicated the proposed project will have a net economic benefit to the City, exceeding the net benefit of the golf course at the time. This net benefit was determined based on revenue generated from property tax, sales tax, fees, and assessments, and expenses generated from police services, animal care services, and other government functions. Assuming the non-residential requirements are met throughout the entire specific plan area, then the City can expect to see a net benefit is expected to remain. However, in the event the non- residential development is not constructed and operational, or continues to be delayed/deferred, then there is a possibility of less of a net benefit, and potentially no net benefit, resulting from primarily residential uses throughout the specific plan. The proposed amendment to the specific plan does not affect the analysis of the previous fiscal impact for the project. COUNCIL MISSION / VISION / GOAL(S) ADDRESSED: The Resort Specific Plan, along with the proposed amendments, will continue to meet the City Council core values of providing and nurturing a high quality of life for all, promoting and enhancing a safe and healthy community for all, building and preserving a family -oriented atmosphere, and relentless pursuit of improvement. The Specific Plan provides opportunities for the development of a mixed -use community that offers a variety of housing options within close access to goods and services, and public transportation. The Specific Plan prioritizes the pedestrian environment with a focus on creating a walkable community and provides a variety of amenities and services that can serve the immediate community and surrounding communities of Rancho Cucamonga. ATTACHMENTS: Attachment 1 - 2016 Empire Lakes Specific Plan (prior to the name change) Attachment 2 - Link_ 2022 The Resort Specific Plan PA1A Section Attachment 3 - Link_ 2022 The Resort Specific Plan PA1 B Section Attachment 4 - 2016 Land Use -Circulation Plan Resort Attachment 5 - 2021 Land Use Plan Attachment 6 - City Council Ordinance No. 1007 Attachment 7 - Conditions of Approval Attachment 8 - Environmental Memorandum Page 6 Page 976 Rancho Cucamonga IASP Sub -Area 18 Specific Plan Amendment A-2 I � a 1. wr N.vwl+h M.ur j NRJ +raM I t ' ARM +l` _ 6 ,r 11f It F-, t - IRAREA XI G YAIZVA W 4 1i.1 ASM .mow. rt.�+f�;Na�I � T1.ANH3MG Ally:4 !ti y J�kk1 l..il � S AREA vnl h k A�r 1�r YLAHFIiMG NNli'tL'. r� .ti' h* ARIA v! AIIEIL VU I].t ri.r.. ,t1AA— s: Noss: This figure represents the current proposed Land Use Ptan for Sub. Area 18 and may be subject to future refinements anWor modificatiarts. Soler to Section 4.2 Land Use Plan, Table 5-1 Summary Land Use by Ptanntitq Area and Yabla 5-2 Land Use Type Opfinrtlons for tykes of land i uses perrrOtad In planning .areas. Boundary of New PAI lgure 4— 3 Conceptual Deveioprnent ni_an June 2016 Development Framework 4-7 AttachTnent 1 Attachment 2 — The Resort Specific Plan Section 8 Due to file size, this attachment can be accessed through the following link: The Resort Specific Plan Section 8 Page 978 Attachment 2 Page 979 Attachment 3 — The Resort Specific Plan Section 9 Due to file size, this attachment can be accessed through the following link: The Resort Specific Plan Section 9 Attachment 3 Page 980 Metrolink San Bernardino Line Pocket Park ilti T3 I22AC Metrolink Rancho - �Ff.(lNflc AY ENTRY Cucamonga N-1 N_2 N-12 Station UN UN MU 4.75 AC 24-B0 ❑V1AC AC 24-8-D -e° ol]IAC -515 AC $5aUTAC woeas= 1MwD —E—T EW ..�rca•c l N-11 I �. MU ! CL N-5 144Q oU1AC 2. s2 AC 1&35 aurAC 7.71UN 24-80 UU1AC 7th Sbree 4,^t N-13 REC N-5 2.45AC CL 21.68 AC �. 1&35f)IJ7AC Park North 5-14 CL 9 55 AC t 8 35 DU+AC 5-15 VN 6.71 AC 16-28 0 WAC -10 3 BS AC 18-35 oU.'AC N-9 CL Al 15 DUlAC N-7 VN 2ao N-8 6.VNC t &26 DVAC N-15 1 REC. 4 1e 1.43 AC 5-24 REC t-yOAC REC. 5-22 2 H° AC CL 4.54 Ac 4&35 D111AC VN &0 ty 16-28 ❑ _ 1 VN 12. 49 AC \ 1 &29 DLYAC VN \ 1 °.58 AC J 1a28 UUl �q ,' 5-20 VN � laze awnc 5-19 Figure 7.6: Conceptual' Mu 2A7 AC 11 Development Plan by Placetype 11M Empire Lakes I 7th Street - .i — Urban Plaza 6th Street South III (D 7 D a m Placetype Legend _ Transit (T) _Mixed Use (MU) _ Urban Neighborhood (UN) _ Core Living (CL) Village Neighborhood (VN) _ Recreation (REC) ® MU Overlay 4th Street Note: Figure not to scale. Att6dif e n t 4 N-4 N-3 __ .._� _ '��,,, ,[_v�wrs-seFvierr-vrrto-«rre I I-�-�-�-I 1 Metrolink N-2 N-1 Rancho ¢uc *ation - N-5 N-7 I -8 N-18 [ ;�- I I �I N 116 N 117 N -9r I ` \` N 1 W2LL-ij l I 'N-14 IN-9 N 1 [�11 2 N-' N-10 111 III N-13 N-19 t d j047AI ' Approximate Locatiol Final location to be determined by owner during Final mapping. L 6t;h Street Figure 9.6: Conceptual Development Plan by Placetype N NTS Legend - UN Urban Neighborhood - CL Core Living VN Village Neighborhood - MU Mixed Use MU Overlay - REC Recreation Transit Focus Area 3: Hart District - General Plan Recommendation Streets by Others Tunnel Connection Note: Figure not to scale. IDS, The Resorr, Attachment 5 r ORDINANCE NO. A ORDINANCE OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, APPROVING SPECIFIC PLAN AMENDMENT DRC2020-00164 FOR THE RESORT SPECIFIC PLAN CONSISTING OF MODIFICATIONS TO THE CIRCULATION NETWORK FOR PLANNING AREA 113, INCLUSION OF NEW STREET TYPES FOR PLANNING AREA 113, RELOCATION OF LAND USES WITHIN PLANNING AREA 113, REFORMATING THE SPECIFIC PLAN DOCUMENT INTO TWO SECTIONS REGULATING PLANNING AREA 1AAND PLANNING AREA 1 B RESPECTIVELY, AND MISCELLANEOUS TEXT EDITS FOR THE DELETION OF INAPPLICABLE REFERENCES, DELETION OF INAPPLICABLE EXHIBITS, AND INCLUSION OF NEW EXHIBITS REFLECTIVE OF THE AMENDMENTS LISTED ABOVE; AND MAKING FINDINGS IN SUPPORT THEREOF — APNS: 0209-272-20; AND ALL APNS INCLUDED IN PARCEL MAP PM 14647, TRACT MAP TR20240, A. Recitals. 1. SC Rancho Development Corp., an entity of Lewis Operating Corp., filed an application for Specific Plan Amendment DRC2020-00164 as described in the title of this Ordinance. 2. On May 25, 2022, the Planning Commission conducted a duly noticed public hearing on the application and adopted Resolution No. 22-17 recommending the City Council approve Specific Plan Amendment DRC2020-00164, an amendment to the Resort Specific Plan as described in the title of this Ordinance. 3. On June 15, 2022, the City Council of the City of Rancho Cucamonga opened a duly noticed public hearing for Specific Plan Amendment DRC2020-00164, conducted the public hearing, and concluded the hearing on that date, and initiated the first reading of Ordinance No. _, approving the Specific Plan Amendment and making the findings in support thereof. 4. All legal prerequisites prior to the adoption of this Resolution have occurred. B. Ordinance. The City Council of the City of Rancho Cucamonga does ordain as follows: SECTION 1: The City Council hereby specifically finds that all of the facts set forth in the Recitals, Part A, of this Ordinance are true and correct. SECTION 2: Based upon the substantial evidence presented to this City Council during the above -referenced public hearing on June 15, 2022, including written and oral staff reports, together with public testimony, this Commission hereby specifically finds as follows: a. The application applies to the property that is currently regulated by The Resort Specific Plan, which is identified as Planning Area 1 and further noted as Planning Area 1A and Planning Area 1 B in the Resort Specific Plan, which allows for an infill mixed - use development on the former 160-acre golf course. b. The applicant has applied for a Specific Plan Amendment DRC2020- 00164, requesting an amendment to The Resort Specific Plan to allow modifications to the Att'achrnent 6 ORDINANCE NO. SPECIFIC PLAN AMENDMENT DRC2020-00164 June 15, 2022 Page 2 circulation network, inclusion of the modified street types, shifting location of current land uses/placetypes to accommodate the new circulation network, the separation of the document into two sections regulating Planning Area 1A and Planning Area 1 B, respectively, and miscellaneous text and graphic edits involving revision and/or removal of text, graphics, and other exhibits that are no longer applicable with the proposed amendments SECTION 3: Based upon the substantial evidence presented to the City Council during the above -referenced public hearing and upon the specific findings of facts set forth in Paragraphs 1 and 2 above, this City Council hereby finds and concludes as follows: a. The proposed Specific Plan Amendment is consistent with the General Plan goals, policies, and implementation programs. The Resort Specific Plan is within the City Center land use designation of the General Plan. The City Center designation is intended to provide for intense concentrations of retail and civic activity, multifamily housing, and employment in a pedestrian -oriented, transit -ready environment. The Resort Specific Plan was amended in 2016 to create Planning Area 1 for the development of a high density walkable mixed -use transit -oriented community. The Specific Plan provides standards and guidelines that regulate various placetypes, offering a variety of housing options at densities that range from 17 units per acre up to 80 units per acre. The proposed amendment includes changes to the circulation network that will improve access into and throughout the subject area using well -deigned streetscapes that provide safe and comfortable environments for bicyclist and pedestrians. The current specific plan coupled with the proposed amendments demonstrates consistency with General Plan policy LC-4.2, which strives to ensure that all new neighborhoods and infill development within or adjacent to existing neighborhoods are complete and well -structured such that the physical layout and land use mix promote walking, biking, and transit uses; LC-4.3, which requires each new increment of residential development to make all possible street and pedestrian connections to adjoining developments; and LC- 4.4, requiring a density ranges and housing types that promote range of housing and price levels within each neighborhood. The current Resort Specific Plan is consistent with these General Plan policies. The proposed amendment will not alter the intent or purpose of The Resort Specific Plan, nor will it change the densities, placetypes, or development program. The amendment will create a stronger consistency to the General Plan with the modified street network and continued use of design standards and guidelines. b. The land use and development regulations of The Resort Specific Plan are comparable to similar zoning regulations within the Development Code. The Resort Specific Plan provides development opportunities through 6 placetypes that offer mixed -use development and residential development in a range of densities and intensities, and a variety of non-residential uses distributed throughout the specific plan area. The placetypes function in the same manner as zones, offering a purpose and intent and development standards to meet the purpose and intent. The General Plan land use designation for the subject site is City Center. Absent the specific plan, the current zoning for the site would likely be Center 2 based on adjacent zoning under the same land use designation. Center 2 encourages mixed -use urban development and infill development that promotes walkability, pedestrian -friendly commercial and residential areas, and adequate scale and Page 984 ORDINANCE NO. SPECIFIC PLAN AMENDMENT DRC2020-00164 June 15, 2022 Page 3 intensity of buildings in context of its surroundings. Based on this information the similarities are comparable between the The Resort Specific Plan and the Center 2 zone. The proposed specific plan amendment will not alter the placetypes or modify the purpose and intent of the specific plan. c. The administration and permit processes within The Resort Specific Plan are consistent with the administration and permit processes of the zoning code. All development within the specific plan is required to complete design review process in the same manner as described in the Development Code. All projects must demonstrate compliance with the regulations and standards outlined in the specific plan, all projects must demonstrate compliance with the California Environmental Quality Act, and all projects must receive approval from the appropriate review authority identified in the development code. The Specific Plan includes various references back to the Development code for procedural requirements and administration processes. The proposed specific plan amendment will not alter these procedures or introduce new administration and permit processes. SECTION 4: California Environmental Quality Act a. Pursuant to the California Environmental Quality Act (CEQA), the City certified an Environmental Impact Report (EIR) (SCH No. 2015041083) on May 18, 2016, in connection with the City's approval of General Plan Amendment DRC2015-00114, Specific Plan Amendment DRC2015-00040, and Development Code Amendment DRC2015-00115 associated with the approval and establishment of Section 7 of the Empire Lakes Specific Plan, which has now become The Resort Specific Plan. b. Pursuant to CEQA Guidelines Section 15162, no subsequent or supplemental EIR is required in connection with subsequent discretionary approvals of the same project. To demonstrate that no subsequent EIR or environmental review is required, an Environmental Compliance Memorandum dated May 17, 2022 was prepared by T & B Planning. Staff evaluated this memorandum and concluded that the project is within the scope of the approved overall project and the analysis included in the Final EIR identified above, and therefore no additional environmental review is required in connection with the City Council's consideration of Specific Plan Amendment DRC2020-00164. c. The proposed Specific Plan Amendment does not propose substantial changes which will require major revisions to the 2016 specific plan amendment's Final EIR due to the involvement of new significant environmental effects or a substantial increase in the severity of previously identified significant effects. No new information of substantial importance was found that would create new significant effects, increase the severity of previously examined effects, determine that mitigation measures or alternatives previously found not to be feasible would in fact be feasible, or introduce mitigation measures or alternatives that are considerably different from those analyzed in the Final EIR. d. In accordance with CEQA Section 21166, and Sections 15162 and 15168 of the State CEQA Guidelines, and based on the information provided above, Staff has concluded that the proposed Specific Plan Amendment, which would modify the Page 985 ORDINANCE NO. SPECIFIC PLAN AMENDMENT DRC2020-00164 June 15, 2022 Page 4 circulation and development pattern for PAIB but will not result in an increase to the amount or type of development allowed within the specific plan, will not result in environmental effects that were not previously analyzed under the certified EIR for the Specific Plan Amendment. e. The City Council has independently reviewed City staff's determination, and based upon the whole record before it, and its independent review and judgement, finds that the Specific Plan amendment is not subject to further environmental review. SECTION 5: Based upon the findings and conclusions set forth in Paragraphs 1, 2, 3, and 4 above, the City Council hereby approves DRC2020-00164, a request to amend The Resort Specific Plan as described above and in the City Council staff report dated June 15, 2022. SECTION 6: The City Clerk shall certify to the adoption of this Ordinance and shall cause its publication in accordance with applicable law. PASSED, APPROVED AND ADOPTED THIS 15th DAY OF JUNE 2022. PLANNING COMMISSION OF THE CITY OF RANCHO CUCAMONGA ATTEST: Janice C. Reynolds, City Clerk L. Dennis Michael, Mayor I, Janice C. Reynolds, City Clerk of the City of Rancho Cucamonga, do hereby certify that the foregoing Ordinance was introduced at regular meeting of the City Council of the City of Rancho Cucamonga held on the 15th day of June 2022, and was passed at a regular meeting of the City Council of the City of Rancho Cucamonga held on , 2022 by the following vote -to -wit: AYES: COUNCILMEMBERS: NOES: COUNCILMEMBERS: Page 986 Conditions of Approval RANCHO CUCAMONGA Community Development Department Project #: DRC2020-00164 Project Name: EDR - EMPIRE LAKES PROJECT /// SPECIFIC PLAN AMENDMENT Location: - Project Type: Specific Plan Amendment ALL OF THE FOLLOWING CONDITIONS APPLY TO YOUR PROJECT: Planning Department Please be advised of the following Special Conditions 1. All conditions of approval associated with the approval of General Plan Amendment DRC2015-00114, Specific Plan Amendment DRC2015-00040, Development Code Amendment DRC2015-00115, and Tentative Tract Map SUBTT20073, including all environmental requirements and Mitigation Monitoring and Reporting requirements associated with the Final certified EIR (SCH No. 2015041083), allowing the 2016 amendment to the Empire Lakes Specific Plan shall remain in effect and complied with where applicable as part of the approval of Specific Plan Amendment DRC2020-000164. 2. All final technical, graphical, and text edits to the specific plan document for Section 8 and Section 9 shall be completed prior to scheduling the application on a City Council agenda 3. Upon final approval of Specific Plan Amendment DRC2020-00164, the applicant shall provide: two (2) bound print versions of the final specific plan, a PDF version of the final specific plan, and all electronic source files of the final specific plan within 30 days of adoption by the City Council. The final versions shall include any and all final edits, revisions, etc., as required by the Planning Commission and/or City Council. Standard Conditions of Approval 4. The applicant shall sign the Statement of Agreement and Acceptance of Conditions of Approval provided by the Planning Department. The signed Statement of Agreement and Acceptance of Conditions of Approval shall be returned to the Planning Department prior to the submittal of grading/construction plans for plan check, request for a business license, and/or commencement of the approved activity. 5. The applicant shall agree to defend at his sole expense any action brought against the City, its agents, officers, or employees, because of the issuance of such approval, or in the alternative, to relinquish such approval. The applicant shall reimburse the City, its agents, officers, or employees, for any Court costs and attorney's fees which the City, its agents, officers, or employees may be required by a court to pay as a result of such action. The City may, at its sole discretion, participate in the defense of any such action but such participation shall not relieve applicant of his obligations under this condition. In the event such a legal action is filed, the City shall estimate its expenses for litigation. The applicant shall deposit such amount with the City or enter into an agreement with the City to pay such expenses as they become due. Attachment 7 Printed: 5/19/2022 www.CityofRC.us Page 987 .I �I P L A N N I N G May 17, 2022 Irvilie, CA I San Diego, CA I Murrysville, PA 3200 El Camino Real, Suite 100 1 Irvine, CA 92602 1 p 714.505.6360 Mr. David F. Eoff, Senior Planner City of Rancho Cucamonga, Planning Department 10500 Civic Center Drive Rancho Cucamonga, CA 91730 RE: IASP SUBAREA 18 — PAIB SPECIFIC PLAN AMENDMENT — ENVIRONMENTAL REVIEW 1.0 Introduction and Background 1 N 1076-002 Empire Lakes Holding Company, LLC is requesting an amendment to the approved Rancho Cucamonga Industrial Area Specific Plan (IASP) Sub -Area 18 Specific Plan Amendment Project (herein "Approved Specific Plan") (DRC2020-00164). The proposed IASP Sub -Area 18 Specific Plan Planning Area IB Amendment — Mixed Use Infill Area (herein Specific Plan Amendment") would modify the circulation and development pattern for Planning Area (PA) IB (herein "Project site"), which represents the northern portion of the Specific Plan area (approximately 82 acres). The Approved Specific Plan and associated Final Program Environmental Impact Report (EIR) (herein "Empire Lakes Specific Plan Amendment Final EIR" or "Final EIR"), State Clearinghouse [SCH] No. 2015041083) were approved by the Rancho Cucamonga City Council in May 2016. The Empire Lakes Specific Plan Amendment Final EIR addressed the construction -related and operational environmental impacts that would result from redevelopment of the 160-acre Empire Lakes Golf Course with a proposed mixed -use, high -density residential/commercial development. A maximum of 3,450 residential units and 220,000 square feet (sf) of non- residential uses is allowed by the Approved Specific Plan in PAI (includes PAIA and PAIB), with a maximum of 2,000 residential units and 100,000 sf of non-residential uses in PAIB. The Empire Lakes Specific Plan Final EIR was prepared in accordance with the California Environmental Quality Act (CEQA, California Public Resources Code, Sections 21000, et seq.) and the State CEQA Guidelines (California Code of Regulations, Title 14, Sections 15000, et seq.). The Empire Lakes Specific Plan Amendment Final EIR is intended to serve as the primary environmental document for all entitlements associated with implementation of the Approved Specific Plan. Pursuant to CEQA Section 21166 and Section 15162 of the CEQA Guidelines, no subsequent EIR may be required for a project unless the City determines, on the basis of substantial evidence, that one or more of the following conditions are met: A. When an EIR has been certified or a negative declaration adopted for a project, no subsequent EIR shall be prepared for that project unless the lead agency determines, on the basis of substantial evidence in the light of the whole record, one or more of the following: (1) Substantial changes are proposed in the project which will require major revisions of the previous EIR or negative declaration due to the involvement of new significant environmental effects or a substantial increase in the severity of previously identified significant effects; www.tbplanning.com certified PLANNING • DESIGN • ENVIRONMENTAL • GRAPHICS WBENC «,a =,.E„« E.Ps:. Attam e n t 8 IIASP Subarea 18 — PAIB Specific Plan Amendment — Environmental Review I May 17, 2022 Page 2 of 5 J P L A N N I N G (2) Substantial changes occur with respect to the circumstances under which the project is undertaken which will require major revisions of the previous EIR or negative declaration due to the involvement of new significant environmental effects or a substantial increase in the severity of previously identified significant effects; or (3) New information of substantial importance, which was not known and could not have been known with the exercise of reasonable diligence at the time the previous EIR was certified as complete or the negative declaration was adopted, shows any of the following: (a) The project will have one or more significant effects not discussed in the previous EIR or negative declaration; (b) Significant effects previously examined will be substantially more severe than shown in the previous EIR; (c) Mitigation measures or alternatives previously found not to be feasible would in fact be feasible, and would substantially reduce one or more significant effects of the project, but the project proponents decline to adopt the mitigation measure or alternative; or (d) Mitigation measures or alternatives which are considerably different from those analyzed in the previous EIR would substantially reduce one or more significant effects on the environment, but the project proponents decline to adopt the mitigation measure or alternative. Consistent with this requirement, future actions related to implementation of the Approved Specific Plan, including the proposed Specific Plan Amendment, will be reviewed to determine if they are within the scope of the development anticipated and evaluated in the Final EIR. If the implementing project is within the scope of the development and analysis included in the Final EIR, no additional environmental review is required. Pursuant to CEQA Section 21166 and Section 15162 of the CEQA Guidelines, the analysis presented in this document evaluates the proposed Specific Plan Amendment in comparison to the Approved Specific Plan and the analysis in the Empire Lakes Specific Plan Amendment Final EIR to determine if the previous analysis adequately addresses the potential impacts of the proposed Project. 2.0 Project Description 2.1 Project Location and Setting As shown on Figure 1, Aerial Photograph, the 82.0-acre Project site is located north of 6th Street, east of Cleveland Avenue), south of the Metrolink rail line, and west of Milliken Avenue, in the City of Rancho Cucamonga, in San Bernardino County. The Project site is currently undeveloped and a portion of the site was previously mass graded. An approximately 500-foot segment of The Resort Parkway has been installed north of 6th Street, but is not open to the public. The area east of the Project site is developed with the Rancho Cucamonga Metrolink Station, residential uses, office and commercial uses. Existing industrial and office uses, Cucamonga Valley Water District (CVWD) water reservoir tanks, and a Southern California Edison (SCE) substation are located west of the Project site. Approved Specific Plan PAIA is located south of 61h Street and includes existing residential and recreational uses east of The Resort Parkway; the area west of The Resort Parkway is under construction. www.tbplanning.com certified PLANNING • DESIGN • ENVIRONMENTAL • GRAPHICS W B E N C Page 989 IIASP Subarea 18 — PAIB Specific Plan Amendment — Environmental Review I May 17, 2022 Page 3 of 5 J P L A N N I N G The Project site is zoned Specific Plan (Empire Lakes Specific Plan). The City of Rancho Cucamonga City Council adopted a comprehensive update to the City's General Plan (herein, "GPU") and certified a Program Environmental Impact Report (herein, "GPU EIR"; SCH No. 2021050261) on December 15, 2021. As part of the GPU, the Project site was designated "City Center", which allows for residential development at densities ranging from 40 to 100 dwelling units per acre (du/ac), and non-residential development at a Floor Area Ratio (FAR) ranging from 1.0 to 2.0. The Project site is also within the GPU-designated Focus Area 3: Hart District, which is intended to become an intense, mixed -use transit hub of regional significance, well-connected by various modes of travel (refer to Figure 2). 3.0 Project Description The proposed Specific Plan Amendment (DRC2020-00164) involves the introduction of a new Section 8.0 to the IASP Sub -Area 18 Specific Plan, which consolidates all land use and development plan details for PAIB, and includes all modified maps, development standards, and guidelines related to PAIB. The proposed Specific Plan Amendment evaluated herein would modify the circulation and development pattern for PAIB. The existing and proposed conceptual land use plans for PAIB are shown on Figure 2. Future projects implementing allowed development in PAIB would be required to adhere to the development standards and guidelines identified in the proposed Specific Plan Amendment. The proposed Specific Plan Amendment is fully consistent with and implements the Project site's GPU land use designation and circulation and development patterns anticipated for the HART District. As shown, the proposed conceptual land use plan would introduce a grid network of residential roadways and private drive aisles consistent with the grid system anticipated by the GPU for the Hart District. The proposed circulation system would allow for connectivity with existing and planned land uses surrounding the Project site as envisioned by the GPU, with emphasis on pedestrian, bicycle, and vehicular connectivity emanating from the Metrolink station and major circulation corridors. Off -site roadways and associated connections to roadways within the Specific Plan area would be implemented by others in conjunction with future development in the area consistent with that anticipated by the GPU. While the land use plan configuration has been modified to accommodate the revised roadway network, the proposed Specific Plan Amendment maintains the Mixed Use (MU), Urban Neighborhood (UN), Core Living (CL), Village Neighborhood (VN), and Recreation (REC) Placetypes' established in the Approved Specific Plan for PAIB, and the Mixed Use Overlay designation. These uses are distributed throughout PAIB under the Approved Specific plan and proposed Specific Plan Amendment. The relocated MU Placetypes are within areas previously identified within the designated Mixed Use Overlay areas. Consistent with the Approved Specific Plan, the proposed Specific Plan Amendment would allow a maximum of 2,000 residential units, with a minimum requirement of 1,594 units, in PAIB. There would be a maximum of 75,000 sf of non-residential development in the MU Placetype, with an additional 25,000 sf of non-residential development for public access allowed in the REC Placetype. 4.0 Environmental Assessment The Empire Lakes Specific Plan Final EIR concluded that implementation of the Approved Specific Plan would result in no impacts, less than significant impacts, or less than significant impacts with implementation of identified Project Design Features (PDFs), Regulatory Requirements (RRs), and Mitigation Measures (MMs) for the following Placetypes integrated eve lopment principles, built form guidelines, and design criteria to create holistic people -centric places instead of using traditional land use -centric regulations. www.tbpIannitig.com certified PLANNING • DESIGN • ENVIRONMENTAL • GRAPHICS W B E N C Page 990 IIASP Subarea 18 — PAIB Specific Plan Amendment — Environmental Review I May 17, 2022 Page 4 of S J P L A N N I N G environmental topics issues: Aesthetics, Air Quality (construction -related), Agricultural and Forestry Resources, Biological Resources, Cultural Resources, Geology and Soils, Greenhouse Gas Emissions, Hazards and Hazardous Materials, Hydrology and Water Quality, Land Use and Planning, Mineral Resources, Noise (operational), Population and Housing, Public Services, Recreation, and Utilities and Services Systems. Impacts related to the following environmental topics were determined to be significant and unavoidable: Air Quality (project and cumulative operations and consistency with the Air Quality Management Plan), Noise (construction -related), Population and Housing Growth, and Traffic (project and cumulative). The proposed Specific Plan Amendment described above does not include any actions that would involve implementation of development projects in PAIB. In addition to adherence with the development standards and guidelines identified in the proposed Specific Plan Amendment, future development projects within PAIB would be required to incorporate applicable PDFs, RRs, and MMs from the Empire Lakes Specific Plan Amendment Final EIR, and would be subject to the implementation process outlined in the Approved Specific Plan Section 7.7. A portion of the Project site was previously mass graded and all uses associated with the previous golf course use have been removed. Potential impacts associated with initial mass grading activities (e.g., potential impacts to biological, cultural/tribal cultural, and paleontological resources) have occurred. Further, the proposed Specific Plan Amendment does not involve any construction activities, and future development in PAIB implementing the proposed Specific Plan Amendment would result in the same post -mass grading construction impacts as evaluated in the Empire Lakes Specific Plan Amendment Final EIR for the northern portion of the Specific Plan area. This includes potential impacts related to air quality emissions, geology and soils, hazards and hazardous materials, hydrology and water quality, and noise. With respect to operations, the proposed Specific Plan Amendment would not involve any changes to the type of land uses, the maximum number of dwelling units, or the maximum amount of non-residential development allowed in PAIB. Therefore, the estimated population and employment generation, trip generation, etc. also would remain the same and would not exceed that evaluated in the Empire Lakes Specific Plan Amendment Final EIR, or what is currently anticipated in local and regional planning programs, including population and employment projections. While the internal roadway network would be modified to provide a grid system consistent with that anticipated in the GPU, and to improve and facilitate multi -modal transportation, the primary roadway connections between the Project site and existing roadways (i.e., at 6t" Street, 7t" Street, and at the Metrolink Station) would remain the same as that identified in the Approved Specific Plan. Development standards and guidelines for PAIB would ensure that the proposed Specific Plan Amendment does not result in conflicts with existing and planned land uses, and is consistent with goals and policies outlined in the GPU. Further, the Empire Lakes Specific Plan Amendment evaluated potential impacts from onsite operations within PAIB, including operations within the residential, REC, and MU Placetypes and Mixed Use Overlay areas to offsite adjacent land uses, including residential uses to the east. Future development in PAIB implementing the proposed Specific Plan Amendment, including the modified Placetype configuration and relocation of MU Placetypes to other areas within the designated Mixed Use Overlay areas, would result in the same operational impacts as evaluated in the Empire Lakes Specific Plan Amendment Final EIR for the northern portion of the Specific Plan area (PAIB). This includes operational impacts related to aesthetics and visual character, air quality, GHG Emissions, hazards and hazardous materials, hydrology and water quality, land use and planning, noise, population and housing, public services, recreation, transportation/traffic, and utilities and service systems. www.tbplanning.com certified PLANNING • DESIGN • ENVIRONMENTAL • GRAPHICS WBENC Page 991 IIASP Subarea 18 — PAIB Specific Plan Amendment — Environmental Review I May 17, 2022 Page 5 of 5 J P L A N N I N G Project -specific construction -related and operational impacts resulting from future development implementing the proposed Specific Plan Amendment would be addressed as part of the subsequent environmental review pursuant to CEQA that will be completed when individual development applications are submitted to the City. 5.0 Environmental Review Conclusion Pursuant to Section 15168(c)(2) of the California Environmental Quality Act (CEQA) Guidelines, "If the agency finds that pursuant to Section 15162, no new effects could occur or no new mitigation measures would be required, the agency can approve the activity as being within the scope of the project covered by the program EIR, and no new environmental document would be required." With regard to CEQA Section 21166, and Section 15162 of the CEQA Guidelines: The proposed Specific Plan Amendment does not propose substantial changes which will require major revisions to the Empire Lakes Specific Plan Amendment Final EIR due to the involvement of new significant environmental effects or a substantial increase in the severity of previously identified significant effects; No substantial changes have occurred with respect to the circumstances under which development is undertaken in PAIB based on the proposed Specific Plan Amendment will require major revisions to the Empire Lakes Specific Plan Amendment Final EIR due to the involvement of new significant environmental effects or a substantial increase in the severity of previously identified significant effects; and No new information of substantial importance was found that would: (a) create new significant effects; (b) increase the severity of previously examined effects; (c) determine that mitigation measures or alternatives previously found not to be feasible would in fact be feasible; or (d) introduce mitigation measures or alternatives that are considerably different from those analyzed in the Empire Lakes Specific Plan Amendment Final EIR that would reduce significant impacts. In accordance with CEQA Section 21166, and Sections 15162 and 15168 of the State CEQA Guidelines, and based on the preceding information, it is concluded that the proposed Specific Plan Amendment, which would modify the circulation and development pattern for PAIB, but would not change the amount or type of development allowed by the Approved Specific Plan, and will not result in environmental effects that were not examined in the Empire Lakes Specific Plan Amendment Final EIR. The proposed development anticipated by the proposed Specific Plan Amendment is consistent with that evaluated in the Empire Lakes Specific Plan Amendment Final EIR, and was adequately covered by the evaluation and mitigation measures in the Final EIR. There have been no changes with respect to the circumstances under which development in PAIB will be undertaken that will result in new significant environmental effects or a substantial increase in the severity of previously identified significant effects. Further, no new information of substantial importance shows that the proposed Specific Plan Amendment will result in new significant environmental effects or a substantial increase in the severity of previously identified significant effects; that mitigation measures previously found not to be feasible will now be feasible; or that there are mitigation measures or alternatives that are considerably different from those analyzed in the Final EIR that will reduce significant impacts. No additional CEQA documentation is required. www.tbplanning.com certified PLANNING • DESIGN • ENVIRONMENTAL • GRAPHICS W B E N C Page 992 Attachment A: Supporting Graphics Page 993 7 1� �1 kt Pi i i lV� * `ter f _ ~ '�l;�ta 'i - / r _ , °1_ Ott•, - c - �a �,�. — _ - _ ✓ / ;yy."��l"11�� k 9 If FL MAW Jj t inr•9KI�,14 w ' �lit'4' 7TH ST 4 r a14�1 e Am If LLI LU dd ✓ 0 ��' #` Q G }�yr rs✓ may"+ar.�.,r- .. . • �— 6TH'S r • • � 1 _� ""1 !1 p W �.I r I ✓ b 1;, W f F. f BEN- r Souree(s): Esri, Nearmap (2022), SB County (2022) Figure 1 RE0 125 250 50r 17 Aerial Photograph JN: 1076-002 Page 994 Metrolink San Bernardino Line Pocket Park N- ,�Aa Metrolink Rancho --- SECONDARY Eviry Cucamonga N•1 N-2 N 12 Station UN UN MU l N-5 1.13 ACDWAC 2/769 AC 2.99AC 1 , 21-BO40DDIAC 35.55 DU1AC I _.---- "N.11 `. MU N-4 �'�� 21oAC N-4 N-6 N-7 -8 CL N-6 +4W DwAC '� 1 N-18 I�---� 7.32AC ,9.38MAC n w. `V -10 21A8 DUlAC \ 385 AC - N 19 7Gh Street r r.� . - �, iNs DUTAC _- N-16 N-17 �bT""street `•, R.1EC SecoeonRr_. urRr 7th Street - N 6 245AC CL -- aMAC 1a35 ourAc � N-9 CL 35 urnc ,: h N 9 FN1-12 Approximate Location \41! m N- 1 12 T_ N-7 \ N-9 N-1 vN 6.46A \ I AC 's26D ANorth N-10 N-13N-15Urban REC. III l ` 6th Street Figure 9.6: Conceptual Development Plan by Placetype Ns I. -u 3M I S Legend Placetype Legend Figure 7.6: Conceptual Development Plan by Placetype UN Urban Neighborhood II . Transit (T) - CL Core Living Mixed Use (MU) VN Village Neighborhood Urban Neighborhood (UN) MU Mixed Use N � MU Overlay \\\ _ Core Living (CL) _ REC Recreation Village Neighborhood (VN) Transit Recreation (REC) Focus Area 3: Hart District - General Plan Recommendation Streets by Others ® MU Overlay Tunnel Connection Soume(s/: Rancho Cucamonga LISPSuh-Area 18Spef Plan (May 2022) Figure 2 ME ®� Existing and Proposed Conceptual Land Use Plans Page 995 A 1076-002 A 1 r� 6th St I OImprove Haven Avenue, Milliken Avenue, and 41h Street to prioritize active transportation —walking, biking and transit use. © Improve Rochester Avenue and 61h Street with buffered bike lane. © Extend Azusa Court to connect with Acacia Street. QExtend 71h Street to connect Milliken Avenue to Haven Avenue. Source(s): City ofRancbo Cucamonga General Plan (December 2021) * Diagram is shown for illustrative purposes only. © Create new 81h Street multipurpose trail connection. 0 Create new trailhead with parking. 0 Develop planned HSR Station with large public plaza. IQ Implement the HSR Master Plan for City Center mixed -use development. 0 Continue implementation of the Resort as an Urban Neighborhood. Figure 3 Focus Area 3 - HART District JN: 1076-002 Page 996 SC Rancho Development Corporation The Resort Specific Plan Amendment DUNE 221 2022 Specific Plan History 2016 Amendment • Repurpose of Golf Course • Consolidation of Planning Areas • Establishment of Section 7 for The Resort Specific — Mixed Use Neighborhood • Planning Area 1 • Planning Area 1 A - South • Planning Area 1 B - North Recently Amended as Part of City Development Code Update — Adjust Boundary to Reflect Resort Specific Plan Areas Only (2022 boundary modification) Proposed Amendment... Includes 0 W ; • Enhanced Circulation Network -' • Improved Street Types • Relocation of Land Uses/Placetypes • Document Reformatting • Miscellaneous Text/Graphic Edits Does Not Include • Changes to development types • Changes to development intensity • Changes to development standards r �r e � d i� a .,u: Proposed Amendment... Circulation Network Existing Land Use & Circulation Network Metr„ohnk S 3n Bernardino Line Pocket Park iN rT3 ,=4C Metr-plink Rancho S& *Rum. t—p Cucamonga N•1 N-2 N_12 Station IN UN Mu � I T-So AG a9o,bc Z446 DTAC 84 LWCU.'AC T6M 6k1UC Mu MU N-4 s 7on4 CL N-5 ,a m orrmC; 7nAG UN 7�LOOkUHC 7th Sti a G"'.c�tp+wo[ -. N-13 REC _ 245 F!C CL e c9 AL ti N.7 N-S vM ,fi 24 �6-7d6N'1 North i -14 ' 989 AG IMS b mn N-$ C c S [HI'Af. i 7th SUFeeG+l — Urban P Proposed Land Use & Circulation Network fl L9- 7th Street k i Appraxj-- Eocotio Final location co 6e ,k determined 4 owner during P—I mapping. LL �L. Proposed Amendment... Street Types • Improved Design to Foster Walkable Environment • Pedestrian Priority • Reflective of Adjacent Development —.- Op,r'SPdLe - I l:. e. , 170 132 192 80' II} rQ 1 a.0 1Q�10.a' 5L1Ner lairosi. niaerrtr Pakine 5had¢lan Vtlat�¢E,re�arfNPafdrgl lai¢oePe 5o0�'ek m�.9h Fn'R9e! (Yarle3} Amenr, ;ie_ 61�' 1 rmml¢aea Fpnaq Salbxr cun.m_cw ?-IQp 8.Q 1 7p Pri.w Frpnlage Skxwaik Lanrkc Fmrrtage Seba,, Ammhy 17v 1 In J 130 da9-1 Parlurg VNari1 Vap VBMcb Vane 60 V Aem -C"b No Might-Cl-Way *$tvt 17p 7.01 i 8.a Q-1g.Q nwr.1 Paridng ` Lentlecap Sk6waI M1pa1B Frnntaghl A—fty dreg Foigage selba t 15.Q Y-10 1y a.a ���.Q A.Q lag iaw Qu i,,Q & la-1u.0 Privaea Fmmagal Sidewelk Langacape Paalkl F'arldnq Yehichr Lana Vehicle Lane akel Parkkrq Langscape SlAewnik Pn uare Fmmape/ Frontage Sethach Amenity Area 42 g� Amerity Araa FromaAe Serhazk FgA - aY Proposed Amendment... Relocation of Land Uses/Placetypes Existing Land Use & Circulation Network Metr,ohn k Son Bernardino Line, ................... Pocket Park Metr-plink �q T Rancho sa)-*Um. t—p Cucamonga rj,.i N-2 .-1 I 5tation UN UN Mu MA+ ?.Go AC 2% �� 2W DTAC 2, LW DWAC &"609z 5LE�M- III - A, U N-4 2 7DAr r,L N 1 4 -0 DLrmC: 7 nAG U N-1 3 REC 245 ac 6 CILYAC N-7 N-S N vM North 989 AC IMS bnm� N-91 CL} 7rh SUFaer Urban P Proposed Land Use & Circulation Network Proposed Amendment... Reformat of Section 7; Miscellaneous Text/Graphic Edits • Maintain 1 Document • Separated Sections for North and South • PA 1 A • PA 1 B • Regulations, Requirements Applicable to Both Chapters; Applicable Independently • Improve Use, Application of Specific Plan; Clarity with Future Development • Edit text to Remove/Clarify References • Remove/Replace Graphics, Exhibits Reflecting Modifications Environmental Assessment • EIR Certified in 2016 • Project remains consistent with original specific plan amendment • A compliance memorandum was prepared demonstrating that the project is in compliance with CEQA Guidelines Section 15162. Public Correspondence • Notices were mailed to all property owners within 660 feet (203 property owners), posted at the property, and published in the Inland Valley Daily Bulletin on the same day. • No Correspondence has been received to date Planning Commission Hearing • Public hearing held May 25, 2022 • Recommended approval to City Council, with minor edit to exhibit Recommendation Staff recommends that the City Council: • Introduce Ordinance No. 1007 for first reading — Specific Plan Amendment DRC2020-00164 RANCHO CUCAMONGA Community Development Quarterly Report June IS. 2022 '{RANCHO f CUCAMONGA Planning Entitlement Summary -(s RANCH CUCAMON( f]ustrial —(s i? RANCH CUCAMONGA -V,v v u A - - m -4a III dustrial -- ` RANCHO Mixed Use —Residential/ CUCAMONGA L ;- 14 rt _ {,, Commercial i �- '{RANCHO f CUCAMONGA w- r , -m 9'41 i I Mixed Use —Residential/Commercial Vf 01r ! II 4 in 10,47 E7 sib ■U 1ONI VA! W Hist a .. Nl�W�Rt_e {RANCHO f CUCAMONGA Permits and Certificates of Occupancy Year to Date • 3074 New Plan Submittals • 2281Building Permits Issued • 48 Certificates of Occupancy '{RANCHO f CUCAMONGA Building Activity —New Construction • La Mirage on Route 66 Apartments -Mixed Use • Westbury Apartments by Stratham -Mixed Use • Homecoming at The Resort. Apartment Living by Lewis Homes • Weaver Lane/Ranch Single Family Homes byNew Bridge Homes • Etiwanda Classics by Manning Homes, Single Family • Bridge Point Development/ Warehouse ��'f RANCHO f CUCAMONGA r Building Activity —Occupancy • The Montessori School • The Clubhouse at • Animal Hospital • Nong Shim Expan •Comar • T-Hasegawa • New World Medic Homecoming sion Enow-- GUES1 SERVICES '{RANCHO f CUCAMONGA Building Activity Residential Proj*ect •Haven &Church (Van Daele) • Baseline &Day Creek (DR Horton) • The Bungalows The Resort (Van Daele) • Stacked Flats The Resort (Tri Pointe) Completion RANCHO CUCAMONGA Questions DATE: June 15, 2022 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: William Wittkopf, Public Works Services Director Albert Espinoza, Public Works Deputy Director SUBJECT: Consideration of a Resolution Adopting the State Water Board Emergency Water Conservation Regulations and Accepting a Cease on Irrigating Certain Non-functional Turf in LMDs 2, 4R, 6, & 7 and City Owned Facilities and Approve the Single Source Procurement of HydroPoint WeatherTrak Smart Irrigation Controllers from SiteOne Landscape Supply. (RESOLUTION NO. 2022-078) (CITY) RECOMMENDATION: Staff recommends that City Council adopt Resolution 2022-078 to approve the state water mandates that adopt emergency water conservation regulations and implement a ban on irrigating certain non-functional turf in Landscape Maintenance Districts (LMDs) 2, 4R, 6, & 7 and City owned facilities and approve the single source procurement of HydroPoint WeatherTrak smart irrigation controllers from SiteOne Landscape Supply. BACKGROUND: The State of California is enduring a severe multi -year drought. To protect the limited water supply, the State and water agencies have enacted several water conservation policies. On October 19, 2021, Governor Newsom proclaimed a drought emergency due to worsening drought conditions. This was preceded by drought proclamations on April 12, 2021, May 10, 2021, and on July 8, 2021. On March 28, 2022, the governor signed Executive Order N-7-22 directing the State Water Resources Control Board (SWRCB) to consider adopting drought emergency water conservation regulations to prepare for and mitigate the effects of the drought conditions in the state. The Metropolitan Water District of Southern California (MWD) Board of Directors followed with a declaration on April 26, 2022, declaring a water shortage emergency condition and implemented an emergency water conservation program for water users in portions of Los Angeles, Ventura, and San Bernardino Counties. On May 24, 2022, the SWRCB Board adopted an emergency water conservation regulation and implemented a water shortage contingency plan to ensure more aggressive conservation for local water agencies across the state. Also on May 24, 2022, the Cucamonga Valley Water District (CVWD) Board of Directors adopted Resolution No. 2022-5-7 declaring a stage 3 water shortage per its Water Shortage Contingency Plan. This plan implements a 20% reduction in potable water consumption and established specific water days and time frame for outdoor watering. As part of the Governor's Executive Order and the SWRCB regulation the irrigation of "non-functional" turf is banned. Non-functional turf is defined as turf that is ornamental and not otherwise used for human recreation purposes such as school fields, sports fields, and parks. There are specific exclusions to ensure the health of trees and other perennial non -turf plantings. Page 997 ANALYSIS: As one of the largest water customers for CVWD, the City will take the appropriate measures and commit to making water conservation a priority to reach the 20% reduction in potable water consumption. Public Works staff has determined 98% of the City's water usage is from outdoor irrigation for landscaping and parks. Staff has identified solutions which can be implemented to achieve the goals set by CVWD to conserve water which include: • Ensuring the central command communication system is operational and effectively communicating with the irrigation sites throughout the City. • Adjusting water schedules at parks and LMDs and reduce water application by 20% percent. • Identifying locations with high water pressure and installing pressure regulating valves to protect the irrigation system from pressure breaks. • Replacing older irrigation controllers with new WeatherTrak irrigation controllers. The new system allows staff to remotely connect to the irrigation controllers, adjust water use, and receive notifications if systems are malfunctioning. Automatic notifications of issues in the field, mean staff can act quickly and mitigate any excess water runoff. One of the projects Public Works recently implemented to manage the amount of water use in the City are the new irrigation controllers installed throughout LMD-9. In 2021, a capital project removed and installed 16 new irrigation controllers in this district. With these new controllers, the City has been able to reduce water consumption by 18% and saved approximately 800,000 gallons of water within a 9-month period when comparing water consumption between the previous irrigation controllers and the new WeatherTrak controllers. Due to the success of these irrigation controllers, staff is seeking approval from the Council to single source and procure the HydroPoint WeatherTrak Smart Irrigation Controllers from SiteOne Landscape Supply. These new controllers will be initially purchased by the City for LMDs 2 and 4R to secure the product while it is still available. Once these irrigation controllers are in the City's possession, the Water Management Team will identify locations which staff can switch out and groupings of sites that make more sense to have a contractor perform the installation. The team will be strategic and incrementally make the changes throughout these two LMDs. The City will abide by SWRCB regulations and the Governor's executive order and cease irrigating non-functional turf to meet state water conservation efforts. To meet the requirements set by the State and CVWD, Public Works staff has identified certain non-functional turf in Landscape Maintenance Districts 2, 4R, 6, & 7 and City owned facilities to stop irrigating. The following table is provided for reference and details the square footage of curb adjacent turf, identified as non-functional turf per district. Please note, not all the turf listed below will be impacted by the non -irrigation requirements. Staff will be using a deliberate and measured approach when selecting sites that will no longer be irrigated. Identified "Non-functional" Curb Adjacent Parkway Turf by District Landscape Maintenance District(LIVID) Square Footage SF of Parkway Turf LMD-2 533,050 SF LMD-4R 109,020 SF LMD-6 35,303 SF LMD-7 83,570 SF Page 2 Page 998 A key factor in the reduction of irrigation for non-functional turf will be the preservation of the urban forest in parkway areas with trees. From a water savings perspective, mature trees in the parkway do not require as much watering which will assist with the water reduction efforts. City owned facilities which have been identified having non-functional turf include the Civic Center Campus and the Adult Sports Complex. Staff will shut off the water to these non-functional turf locations and initiate drought tolerant conversion projects seeking turf rebates through MWD. Taking all these measures will position the City to reach the 20% reduction as outlined by CVWD. Staff will continue to monitor future mandates and regulations by the State and water districts as requirements to conserve water fluctuate. FISCAL IMPACT: The cost to purchase the irrigation controllers in LMDs 2 and 4R will be approximately $900,000. While initially costly, over time savings in water utility costs will result in overall cost reductions. The targeted 20% reduction in water consumption will conserve approximately 163 million gallons of water per year and reduce the City's overall water utility costs by $500,000. COUNCIL MISSION / VISION / GOAL(S) ADDRESSED: This resolution will meet the Council's Core Values of intentionally embracing and anticipating the future need for water conservation. ATTACHMENTS: Attachment 1 — Resolution No. 2022-078 Attachment 2 - Single Source Agreement Page 3 Page 999 RESOLUTION NO. 2022-XXX A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, IMPLEMENTING THE STATE WATER MANDATES ADOPTING EMERGENCY WATER CONSERVATION REGULATIONS AND ACCEPTING A CEASE ON IRRIGATING CERTAIN NON-FUNCTIONAL TURF IN LMD 2, 4R, 6, & 7 AND CITY OWNED FACILITIES. A. Recitals. 1. WHEREAS, On October 19, 2021, Governor Gavin Newsom proclaimed a drought emergency impacting all of California due to worsening drought conditions which was preceded by drought proclamations on April, 12, 2021, on May 10, 2021, and on July 8, 2021. 2. WHEREAS, On March 28, 2022, Governor Gavin Newsom signed Executive Order N-7-22, directing the State Water Resources Control Board (SWRCB) to consider adopting drought emergency water conservation regulations to prepare for and mitigate the effects of the drought conditions. 3. WHEREAS, On April 26, 2022, The Metropolitan Water District of Southern California (MWD) Board of Directors declared a water shortage emergency condition and implemented an emergency water conservation program for water users in portions of Los Angeles, Ventura, and San Bernardino Counties. 4. WHEREAS, On May 24, 2022, The SWRCB adopted an emergency water conservation regulation and implemented a water shortage contingency plan that will ensure more aggressive conservation by local water agencies across the state. 5. WHEREAS, On May 24, 2022, The Cucamonga Valley Water District (CVWD) Board of Directors adopted Resolution No. 2022-5-7 declaring a Stage 3 water shortage per its Water Shortage Contingency Plan. This plan implements a 20% reduction in potable water consumption to meet the requirements set by MWD and SWRCB. 6. WHEREAS, The Governor's Executive Order bans irrigating "non-functional" turf. Non-functional turf is defined as turf that is ornamental and not otherwise used for human recreation purposes such as school fields, sports fields, and parks. The ban is specific of non- functional turf in the commercial, industrial, and institutional sectors except as it may be required to ensure the health of trees and other perennial non -turf plantings. B. Resolution. NOW, THEREFORE, it is hereby found, determined, and resolved by the City Council of the City of Rancho Cucamonga as follows: 1. This City Council hereby specifically finds that all the facts set forth in the Recitals, Part A, of this Resolution are true and correct. 2. Based upon these mandates, the City will take the appropriate measures to conserve water and achieve the 20% reduction in potable water use by accepting a cease on irrigating certain non-functional turf in Landscape Maintenance Districts (LMDs) 2, 4R, 6, 7 and City owned facilities. Resolution No. 2022-XXX - Page 1 of 3 Page 1000 a. The City has determined a feasible way to achieve the 20% reduction is to eliminate the watering use of certain non-functional turf. b. Staff will identify certain parkway landscaping which is non-functional in these identified districts as well as City owned facilities and stop irrigating these areas. c. Staff will identify parkway areas with trees and preserve them to the best of their ability. 3. Based upon the findings and conclusions set forth in paragraph 1 and 2 above, the City Council hereby approves the cease of irrigating non-functional turf in LMDs 2, 4R, 6, 7 and City owned facilities while balancing the preservation of the urban forest in these areas. 4. The City Clerk shall certify to the adoption of this Resolution. Resolution No. 2022-XXX - Page 2 of 3 Page 1001 PASSED, APPROVED and ADOPTED this 15th day of June, 2022. L. Dennis Michael, Mayor ATTEST: Janice C. Reynolds, City Clerk STATE OF CALIFORNIA ) COUNTY OF SAN BERNARDINO 1 ss CITY OF RANCHO CUCAMONGA I, Janice C. Reynolds, City Clerk of the City of Rancho Cucamonga, California, do hereby certify that the foregoing Resolution was duly passed, approved, and adopted by the City Council of the City of Rancho Cucamonga, California, at a Regular Meeting of said City Council held on the 15th day of June, 2022. AYES: NOES: ABSENT: ABSTAINED: Executed this 18th day of May, 2022, at Rancho Cucamonga, California. Janice C. Reynolds, City Clerk APPROVED AS TO FORM: Nicholas R. Ghirelli, City Attorney Richards, Watson & Gershon Resolution No. 2022-XXX - Page 3 of 3 Page 1002 ATTACHMENT 2 CITY OF RANCHO CUCAMONGA SINGLE/SOLE SOURCE JUSTIFICATION FOR PURCHASES $5,000 AND ABOVE R�Nullo The below information is provided in support of my Department requesting approval for a single/sole source. Outside of a duly declared emergency, the time to develop a statement of work or specifications is not in itself justification for single or sole source. Vendor: SiteOne Landscape Supply Date: Jun 2, 2022 Commodity/Service: HydroPoint WeatherTrak Irrigation Controllers Estimated expenditure: $1,000,000.00 Your Name: Jeff Benson Extent of market search conducted: SiteOne is the exclusive irrigation distributer of WeatherTrak products and services in California. Price Reasonableness: very Does moving forward on this product/service further obligate the City to future similar contract actual arrangements? No 0 DEFINITIONS: SINGLE SOURCE — a transaction with a business entity that is chosen, without competition, from among two or more business entities capable of supplying or providing the goods or services that meet the specified need. SOLE SOURCE - A transaction with the only business entity capable of supplying or providing the goods or services that meet the specified need. Initial all entries below that apply to the proposed purchase (more than one entry will apply to most single/sole source products/services requested). If needed, attach a memorandum containing complete justification and support documentation as directed in initial entry. THIS IS A SINGLE SOURCE ✓❑ THIS IS A SOLE SOURCE PURCHASE (check one). 1. SINGLE/SOLE SOURCE REQUEST IS FOR THE ORIGINAL MANUFACTURER, THERE ARE NO REGIONAL DISTRIBUTORS. (Item no. 3 also must also be completed). THE PARTS/EQUIPMENT ARE NOT INTERCHANGEABLE WITH SIMILAR PARTS OF ANOTHER MANUFACTURER. (Explain in separate memorandum). DATempFiles\Temporary Internet Files\OLK21C\Sole Source Justification Form (3).doc Page 1003 Single/Sole Source Justification Form Page 2 3. THIS IS THE ONLY KNOWN ITEM OR SERVICE THAT WILL MEET THE SPECIALIZED NEEDS OF THIS DEPARTMENT OR PERFORM THE INTENDED FUNCTION. (Attach memorandum with details of specialized function or application). 4. UNIQUE FEATURES OF THE SUPPLY/SERVICE BEING REQUESTED. THERE IS NO ALTERNATIVE SUPPLIER. (Attach memorandum with reasons why these unique features are and what benefit the City will accrue.) 5. THE PARTS/EQUIPMENT ARE REQUIRED FROM THIS SOURCE TO PERMIT STANDARDIZATION (Attach memorandum describing basis for standardization request). 6. NONE OF THE ABOVE APPLY. A DETAILED EXPLANATION AND JUSTIFICATION FOR THIS SINGLE/SOLE SOURCE REQUEST IS CONTAINED IN ATTACHED MEMORANDUM. The undersigned requests that competitive procurement be waived and that the vendor identified as the supplier of the servi r ra4terial d scribed in this single/sole source justification be authorized as a single/sole so rce for se aterial. Department Head: Department: Public Works • • • • • • • • • • Purchasing Department • • • • • • • • • • APPROVED F7 APPROVED WITH CONDITION/S n DISAPPROVE Comments: $5,000 - $50,000 APPROVED BY PURCHASING MANAGER: $50,000—100,000 APPROVED BY CITY MANAGER: $100,000 AND OVER See comments above by Purchasing Division, attach to Council Request CITY COUNCIL ACTION: DATempFiles\Temporary Internet Files\OLK21C\Sole Source Justification Form (3).doc Date: Date: Date: 1/ 18/07 Page 1004 DATE: June 2, 2022 Public Works Services Department TO: Ruth Cain, Purchasing Manager FROM: Jeff Benson, Public Works Parks & Landscape Superintendent SUBJECT: SiteOne Single Source for WeatherTRAK Controllers The City's Water Management Team upgraded 16 sites in LMD-9 and has compiled over 9 months of WeatherTRAK data showing a savings of 850,000 gallons of water to date. The new controllers use soil moisture data to calculate and adjust run times in the field. The controller learns over time and creates the schedule based on the Water Management Team's feedback. The WeatherTRAK system is completely web based and can be quickly and easily accessed via computer or mobile devise. This system is very fast, multiple changes and large amounts of data can be accessed and modified either onsite or remotely, historical data can be downloaded almost instantly. Collecting accurate field data on a 24-station controller can take around 5 hours with Calsense and closer to 1 hour with the WeatherTRAK system. Most of the City's Calsense controllers are older models that can only be operated from the controller itself while the WeatherTRAK system can be quickly and easily operated remotely from a computer or mobile device. The operating systems and how staff communicate with the controllers also greatly differs. Updating data and numbers in Calsense is very time consuming; every command must be sent individually and often they do not go through. The WeatherTRAK system is very fast, staff can send multiple changes and large amounts of data all at once, and if staff need to gather past data on the system the download is near instant. For all these reasons WeatherTRAK is by far the superior system. Due to the information presented above and the current water crisis in California, the Public Works Department requests authorization to replace the current Calsense irrigation controllers with WeatherTRAK controllers via a single source procurement from SiteOne Landscape Supply. Attached is a letter from HydroPoint, the manufacturer of the WeatherTRAK controllers recognizing SiteOne as the exclusive irrigation distribution partner for WeatherTRAK Irrigation Solutions for Southern California. Page 1 of 1 Page 1005 'd �. HydroPoint '1 r To: City of Rancho Cucamonga Date: May 18, 2021 RE: SiteOne — WeatherTRAK Exclusive Distributor for Southern CA Hydro Point is pleased to recognize that since Jan 1, 2017 SiteOne has been the exclusive irrigation distribution partner for WeatherTRAK Irrigation Solutions for Southern CA. As such SiteOne is the only authorized reseller of WeatherTRAK products and services in the state. This also provides SiteOne with preferred pricing and exclusive access to manufacturer training and support and related resources not available to other irrigation distributors. As the exclusive irrigation distributor SiteOne has committed to maintain top levels of pre and post sales training and technical support to its WeatherTRAK customers. SiteOne has also committed to maintain a complete inventory and timely access to WeatherTRAK finished goods and parts. SiteOne employs the only factory trained staff for WeatherTRAK products in Southern CA. If there are any questions regarding SiteOne and its partnership with HydroPoint- WeatherTRAK please feel free to reach out to me directly. Regards CL 441ww Chris Manchuck Sr. Vice President of Sales Hydropoint Data Systems Inc. 1720 Corporate Circle, Petaluma, CA 94954 p 800 362 8774 f 707 7699695 hvdropoint.com the makers of *WeatherTRAK' Page1006 Water 0-`"! Conservation t 2022 RANCHO CUCAMONGA All-Amerim City NATI(-7NAI . C JVIC : I FA(IJI: 1 I 1 1 F 20ItV 20 • • • • • • • • • • • • • • • • • • • • Background • March 28, 2022: The Governor Signs an Executive Order • ApF�il 96Y 202?: The Metropolitan Water District of Southern California (MWD) Declared a Water Shortage Emergency • May 24,. 2022-: The State Water Board Adopts an Emergency Water Conservation Regulation • May 24, 2022: The Cucamonga Valley Water District (CVWD) Board of Directors Adopted a Drought Ordinance • June in 2022: The Office of Administrative Law (OAL) Approved the Emergency U.S. Drougfrt Monitor California June 7,;!022 (Released Thursday, .lure. 9. 2022) Valid 8a.m. EDT Droeighl CQr?dj!;0r?s (PercRnt A r) N c.qe DO-D4 I) 1-D4 D2-D4 ■ Curr*nl 000 100.00 W.7q 9 7 -i P art. H 1 11 {+1 Last Week 0 00 1M00 99.813 97 56 59 8 I 11 59 a5..3 r-?an 3 Monl h a Ago t}_00 100.00 1 W.00 E 6 g9 12. 0.00 O-W-202 Sian at Gale rrdw Year 0.00 100.00 09 30 97 62 16 60 0 Oi 4�W-=2 Start of Walar Ymar 1),00 100.00 100 00 93 93 $R 45 61� Ong Year Ago 1).00 100.00 104 00 94 75 s5.20 *.3322 Intensity None D2 S-evere Dro ughl DO Abnormally Dry - B3 Extreme Draught D 1 M ad crate Drought - D4 Exceptional Drought Thee Dr ht "Ceitor facyses of; broad -scale corrdobom. L-oca� cwn+dfioons may Crary- Fof nwre m&vmadon oi; ttre DioiugW Adwitat. go Jb un?. odulAboEd.aspm Author: Brad Pugh CPC (NOAA USDA droughtmon 1tor. u n I.edu Regulatory Action Cuca ate r conga Valley district Service Beyond Expectation • Reduce Water Use by 20% Limit Hours of Outdoor Watering to 4:00 PM through 9:00 AM Limit outdoor watering to 3 days per week based on the following Schedule: o Addresses ending in an odd number may water Tuesdays, Thursdays, and Saturdays o Addresses ending in an ever number may water Wednesdays, Fridays, and Sundays o Outdoor watering is not permitted on Mondays • httDS://www.cvwdwater.com 71 1p".1 ap. .1 2XIfS �Inonties to deduce Wate 40010M to stall iNe\& stall Prey ease I rria n Btions are Operation er Schedules to Red Irrigation Controller sure Reaulatina Val, 60016 Am Aft_ m ff MXAM 164 Pr, I Reduced Water Consumption by 18% e RA 1Mporlt r 4 t o u - v Am a c - m n S n i — CO COMvi al c Librr c 0 4 VI[t[ +a V V Gard la O 4 800,000 Gallons Saved r Curb Adjacent Turf Changes LMD - 2 LMD - 4R LMD - 6 LMD - 7 RANCHO CUCAMONGA All -America City NATK)NAI. C IVICy I FAIX. 1 I I 1 10 F 20ItV20 5331050 SF 1091020 SF 353303 SF 83,570 SF q • DXA1 LIMM !II -America Cif • 9 do y - ., ,, • . Fog IL f r • Y � � t 'F + 3 71 Lo krL Z. West side of Kenyon Way, south of the PE Trail CITY OF RANCHO CUCAMONGA Non functional Turf ■ LMD�4RL. West side of Spruce Avenue, north of Spyglass Drive NW71* 17-1 RANCHO CUCAMONGA AII-America City NATY)NAL OVICA FA(1JF-' 2020 'A T% J6 'JAI -Omni, Amor, ell, At NJ West side of Milliken Avenue, north of the Mountain View Drive pp .... 1p A SoCal TA, —Iisu 7 AA00 I I i —% d -% i A r-.% d -111, e-2 RE 9AT! gl_z -u ? - " i MY K Olr� Al 4 A 16 Nall courtyard Area r r ' r t41 1 6 c t i fy r h. 5� 1 y t' . f 'N sy Ric i �� r: Y' y} i 15 s` +a, J Kenyon Way, north of Victoria Park Lane (1/2019) � 1 { t _ . r -- r - A RANQA9U �U�AMUNUA .--- �mw a _ w Y S XJI'l YY i to is ParkF�an;e ( /2Q 2) I rr ol, dl '4t Awl. low IN 114.6 =06 Staff Recommendations: • Adopt Resolution 2022-078 Approve Single Source Procurement RANCHO CUCAMONGA All-Amerin City NAT )NAI . C JVIC : I FA(IJI: 1 I 1 1 IF 20ItV 20 DATE: June 15, 2022 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: Linda A. Troyan, MMC, City Clerk Services Director SUBJECT: Designation of Voting Delegate and Alternates for the League of California Cities (Cal Cities) Annual Business Meeting and Consideration to Reschedule the Regular Meetings of the Fire Protection District, Housing Successor Agency, Successor Agency, Public Finance Authority and City Council from September 7, 2022 to September 6, 2022. (CITY) RECOMMENDATION: Staff recommends the City Council designate a voting Delegate and an Alternate(s) for the Annual Business Meeting of the 2022 League of California Cities (Cal Cities) Annual Conference and reschedule the Regular Meetings from September 7, 2022 to September 6, 2022. BACKGROUND: Cal Cities 2022 Annual Conference is scheduled for September 7-9, 2022, in Long Beach. An essential part of the Annual Conference is the Annual Business Meeting during the General Assembly on Friday, September 9. At this meeting, the Cal Cities membership considers and takes action on various resolutions that establish Cal Cities policy on municipal issues of statewide importance. In order to vote at the Annual Business Meeting, the City Council must designate one (1) voting delegate and appoint up to two (2) alternate voting delegates, one of whom may vote in the event the designated voting delegate is unable to serve in that capacity. According to the League bylaws, the voting delegate and the two alternate delegates must be designated by an official vote of the City Council. ANALYSIS: The designated voting delegate and alternates must be registered to attend the conference. Only one (1) voting card will be provided for use by either the voting delegate or the alternates. The task of voting at the Annual Business Meeting cannot be transferred to any other city official beyond the designated voting delegate and alternates. The voting delegate and alternates can be Council Members or City Staff scheduled to participate in the conference. Since this important conference conflicts with the September 7, 2022, City Council meetings, it is recommended the City Council reschedule the September 7, 2022 meetings to Tuesday, September 6, 2022. The City Clerk's Office will provide the appropriate legal notification of the change Page 1007 FISCAL IMPACT: No fiscal impact. COUNCIL MISSION / VISION / GOAL(S) ADDRESSED: Actively participating in the policy -making process during the General Assembly supports the City Council's Core Values of intentionally embracing and anticipating the future and continuous improvement. ATTACHMENTS: Attachment 1 - Voting Delegate Letter and Form Page 2 Page1008 ATTACHMENT 1 LEAGUE OF CALIFORNIA CITI ES Council Action Advised by August 31, 2022 DATE: June 1, 2022 TO: City Managers and City Clerks RE: DESIGNATION OF VOTING DELEGATES AND ALTERNATES League of California Cities Annual Conference & Expo - September 7-9, 2022 Cal Cities 2022 Annual Conference & Expo is scheduled for September 7-9, 2022 in Long Beach. An important part of the Annual Conference is the Annual Business Meeting (during General Assembly) on Friday, September 9. At this meeting, Cal Cities membership considers and acts on resolutions that establish Cal Cities policy. In order to vote at the Annual Business Meeting, your city council must designate a voting delegate. Your city may also appoint up to two alternate voting delegates, one of whom may vote if the designated voting delegate is unable to serve in that capacity. Please complete the attached Voting Delegate form and return it to Cal Cities office no later than Friday, September 2. This will allow us time to establish voting delegate/alternate records prior to the conference. Please view Cal Cities' event and meeting policy in advance of the conference. Action by Council Required. Consistent with Cal Cities bylaws, a city's voting delegate and up to two alternates must be designated by the city council. When completing the attached Voting Delegate form, please attach either a copy of the council resolution that reflects the council action taken, or have y city clerk or mayor sign the form affirming that the names provided are those selected by the city council. Please note that designating the voting delegate and alternates must be done by city council action and cannot be accomplished by individual action of the mavor or city manaaer alone. Conference Registration Required. The voting delegate and alternates must be registered to attend the conference. They need not register for the entire conference; they may register for Friday only. Conference registration will open by June 1 on the Cal Cities website. In order to cast a vote, at least one voter must be present at the Business Meeting and in possession of the voting delegate card. Voting delegates and alternates need to pick up their conference badges before signing in and picking up the voting delegate card at the Voting Delegate Desk. This will enable them to receive the special sticker on their name badges that will admit them into the voting area during the Business Meeting. LEAGUE OF CALIFORNIA CITI ES • Transferring Voting Card to Non -Designated Individuals Not Allowed. The voting delegate card may be transferred freely between the voting delegate and alternates, but only between the voting delegate and alternates. If the voting delegate and alternates find themselves unable to attend the Business Meeting, they may not transfer the voting card to another city official. Seating Protocol during General Assembly. At the Business Meeting, individuals with the voting card will sit in a separate area. Admission to this area will be limited to those individuals with a special sticker on their name badge identifying them as a voting delegate or alternate. If the voting delegate and alternates wish to sit together, they must sign in at the Voting Delegate Desk and obtain the special sticker on their badges. The Voting Delegate Desk, located in the conference registration area of the Long Beach Convention Center, will be open at the following times: Wednesday, September 7, 8:00 a.m. - 6:00 p.m.; Thursday, September 8, 7:00 a.m. - 4:00 p.m.; and Friday, September 9, 7:30 a.m.-12:30 p.m. The Voting Delegate Desk will also be open at the Business Meeting on Friday, but will be closed during roll calls and voting. The voting procedures that will be used at the conference are attached to this memo. Please share these procedures and this memo with your council and especially with the individuals that your council designates as your city's voting delegate and alternates. Once again, thank you for completing the voting delegate and alternate form and returning it to Cal Cities office by Friday, September 2. If you have questions, please call Darla Yacub at (916) 658-8254. Attachments: Annual Conference Voting Procedures Voting Delegate/Alternate Form LEAGUE OF CALIFORNIA CITI ES Annual Conference Voting Procedures One City One Vote. Each member city has a right to cast one vote on matters pertaining to Cal Cities policy. 2. Designating a City Voting Representative. Prior to the Annual Conference, each city council may designate a voting delegate and up to two alternates; these individuals are identified on the Voting Delegate Form provided to the Cal Cities Credentials Committee. 3. Registering with the Credentials Committee. The voting delegate, or alternates, may pick up the city's voting card at the Voting Delegate Desk in the conference registration area. Voting delegates and alternates must sign in at the Voting Delegate Desk. Here they will receive a special sticker on their name badge and thus be admitted to the voting area at the Business Meeting. 4. Signing Initiated Resolution Petitions. Only those individuals who are voting delegates (or alternates), and who have picked up their city's voting card by providing a signature to the Credentials Committee at the Voting Delegate Desk, may sign petitions to initiate a resolution. 5. Voting. To cast the city's vote, a city official must have in their possession the city's voting card and be registered with the Credentials Committee. The voting card may be transferred freely between the voting delegate and alternates, but may not be transferred to another city official who is neither a voting delegate or alternate. 6. Voting Area at Business Meeting. At the Business Meeting, individuals with a voting card will sit in a designated area. Admission will be limited to those individuals with a special sticker on their name badge identifying them as a voting delegate or alternate. 7. Resolving Disputes. In case of dispute, the Credentials Committee will determine the validity of signatures on petitioned resolutions and the right of a city official to vote at the Business Meeting. A, LEAGUE OF CALIFORNIA CITI ES CITY: 2022 ANNUAL CONFERENCE VOTING DELEGATE/ALTERNATE FORM Please complete this form and return it to Cal Cities office by Friday, September 2, 2022. Forms not sent by this deadline may be submitted to the Voting Delegate Desk located in the Annual Conference Registration Area. Your city council may designate one voting delegate and up to two alternates. To vote at the Annual Business Meeting (General Assembly), voting delegates and alternates must be designated by your city council. Please attach the council resolution as proof of designation. As an alternative, the Mayor or City Clerk may sign this form, affirming that the designation reflects the action taken by the council. Please note: Voting delegates and alternates will be seated in a separate area at the Annual Business Meeting. Admission to this designated area will be limited to individuals (voting delegates and alternates) who are identified with a special sticker on their conference badge. This sticker can be obtained only at the Voting Delegate Desk. 1. VOTING DELEGATE Name: Title: 2. VOTING DELEGATE - ALTERNATE Name: 3. VOTING DELEGATE - ALTERNATE e iATO Title: Title: ATTACH COUNCIL RESOLUTION DESIGNATING VOTING DELEGATE AND ALTERNATES OR ATTEST: I affirm that the information provided reflects action by the city council to designate the voting delegate and alternate(s). Name: Mayor or City Clerk (circle one) (signature) Email Date Please complete and return by Friday, September 2, 2022 to: Darla Yacub, Assistant to the Administrative Services Director E-mail: dyacub@calcities.ora; Phone: (916) 658-8254 Phone Page 1012