HomeMy WebLinkAbout2024/07/17- Regular City Council Meeting
CITY COUNCIL VISION STATEMENT
“Our Vision is to create an equitable, sustainable, and vibrant city, rich in opportunity for
all to thrive by building on our foundation and success as a world class community.”
Page 1
Mayor
L. Dennis Michael
Mayor Pro Tem
Lynne B. Kennedy
Members of the City
Council:
Ryan A. Hutchison
Kristine D. Scott
Ashley Stickler
CITY OF RANCHO CUCAMONGA
REGULAR MEETING AGENDA
July 17, 2024
10500 Civic Center Drive
Rancho Cucamonga, CA 91730
FIRE PROTECTION DISTRICT BOARD – CITY COUNCIL
HOUSING SUCCESSOR AGENCY- SUCCESSOR AGENCY –
PUBLIC FINANCE AUTHORITY
CLOSED SESSION
REGULAR MEETINGS
TAPIA CONFERENCE ROOM
COUNCIL CHAMBERS
4:30 P.M.
7:00 P.M.
The City Council meets regularly on the first and third Wednesday of the month at 7:00 p.m. in the Council Chambers
located at 10500 Civic Center Drive. It is the intent to conclude the meeting by 10:00 p.m. unless extended by the
concurrence of the City Council. Agendas, minutes, and recordings of meetings can be found
at https://www.cityofrc.us/your-government/city-council-agendas or by contacting the City Clerk Services Department
at 909-774-2023. Live Broadcast available on Channel 3 (RCTV-3). For City Council Rules of Decorum refer to
Resolution No. 2023-086.
Any documents distributed to a majority of the City Council regarding any item on this agenda after distribution of the
agenda packet will be made available in the City Clerk Services Department during normal business hours at City Hall
located at 10500 Civic Center Drive, Rancho Cucamonga, CA 91730. In addition, such documents will be posted on
the City’s website at https://www.cityofrc.us/your-government/city-council-agendas.
CLOSED SESSION – 4:30 P.M.
TAPIA CONFERENCE ROOM
ROLL CALL: Mayor Michael
Mayor Pro Tem Kennedy
Council Members Hutchison, Scott and Stickler
A. ANNOUNCEMENT OF CLOSED SESSION ITEM(S)
B. PUBLIC COMMUNICATIONS ON CLOSED SESSION ITEM(S)
C. CITY MANAGER ANNOUNCEMENTS
CITY COUNCIL VISION STATEMENT
“Our Vision is to create an equitable, sustainable, and vibrant city, rich in opportunity for
all to thrive by building on our foundation and success as a world class community.”
Page 2
D.CONDUCT OF CLOSED SESSION
D1. CONFERENCE WITH LABOR NEGOTIATORS JENIFER PHILLIPS, DIRECTOR OF HUMAN RESOURCES,
MATT BURRIS, DEPUTY CITY MANAGER/ECONOMIC AND COMMUNITY DEVELOPMENT AND JULIE
SOWLES, DEPUTY CITY MANAGER/CIVIC AND CULTURAL SERVICES; PER GOVERNMENT CODE
SECTION 54954.2 REGARDING LABOR NEGOTIATIONS WITH THE RANCHO CUCAMONGA CITY
EMPLOYEES’ ASSOCIATION (RCCEA) AND EXECUTIVE MANAGEMENT GROUP. (CITY)
D2. CONFERENCE WITH LEGAL COUNSEL — EXISTING LITIGATION PURSUANT TO PARAGRAPH (1) OF
SUBDIVISION (D) OF SECTION 54956.9; NAME OF CASE: JOHN FOWLER, ET. AL V. CITY OF RANCHO
CUCAMONGA, ET. AL, SAN BERNARDINO SUPERIOR COURT CASE NO. CIVSB 2205982. (CITY)
D3. CONFERENCE WITH REAL PROPERTY NEGOTIATORS PER GOVERNMENT CODE SECTION 54956.8
FOR A UTILITY EASEMENT GENERALLY LOCATED WITHIN THE PUBLIC RIGHT-OF-WAY OF
ROCHESTER AVENUE BETWEEN 8TH STREET AND JERSEY BOULEVARD, JERSEY BOULEVARD
BETWEEN ROCHESTER AVENUE AND WHITE OAK AVENUE, AND WHITE OAK AVENUE SOUTH OF
JERSEY BOULEVARD; NEGOTIATING PARTIES: JOHN GILLISON, CITY MANAGER, REPRESENTING THE
CITY OF RANCHO CUCAMONGA; SARAH WATERSON, PRESIDENT, REPRESENTING DESERTXPRESS
ENTERPRISES, LLC, DBA BRIGHTLINE WEST; AND JENNIFER FARLEY, SENIOR SPECIALIST, REAL
ESTATE AND FACILITIES, REPRESENTING SOUTHERN CALIFORNIA EDISON; UNDER NEGOTIATION:
PRICE AND TERMS OF PAYMENT. (CITY)
D4. CONFERENCE WITH REAL PROPERTY NEGOTIATORS PER GOVERNMENT CODE SECTION 54956.8
FOR PROPERTY IDENTIFIED AS PARCEL NUMBERS 1089-593-01-0000 COMMONLY KNOWN AS
ADDRESS 7150 ETIWANDA, RANCHO CUCAMONGA, CA 91730; NEGOTIATING PARTIES MATT BURRIS,
DEPUTY CITY MANAGER ECONOMIC AND COMMUNITY DEVELOPMENT, REPRESENTING THE CITY OF
RANCHO CUCAMONGA, AND JIM BANKS REPRESENTING ETIWANDA HISTORIC SOCIETY,
REGARDING PRICE AND TERMS. (CITY)
D5. CONFERENCE WITH REAL PROPERTY NEGOTIATORS PER GOVERNMENT CODE SECTION 54956.8
FOR PROPERTY LOCATED AT 8810 ETIWANDA AVENUE, FURTHER IDENTIFIED AS SAN BERNARDINO
COUNTY TAX ASSESSOR'S PARCEL NUMBER 0229-131-07; NEGOTIATING PARTIES, JOHN GILLISON,
CITY MANAGER, REPRESENTING THE CITY OF RANCHO CUCAMONGA, AND WILLIAM A. JONES,
TRUSTEE OF THE JONES FAMILY TRUST OF 2010, AS TO AN UNDIVIDED 2/3 INTEREST AND ROBERT
BRUCE STANFORD, JR. & WILLIAM R. RUSHING, TRUSTEES OF THE STRACK FAMILY TRUST, DATED
MARCH 13, 2014, AS TO AN UNDIVIDED 1/3 INTEREST, OWNERS; REGARDING PRICE AND TERMS.
(CITY)
D6. CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION PURSUANT TO PARAGRAPH (1) OF
SUBDIVISION (D) OF GOVERNMENT CODE SECTION 54956.9; NAME OF CASE: CITY OF RANCHO
CUCAMONGA V. SOUTHERN CALIFORNIA EDISON COMPANY, SBSC CASE NO. CIVSB2201969. (CITY)
E.RECESS
CITY COUNCIL VISION STATEMENT
“Our Vision is to create an equitable, sustainable, and vibrant city, rich in opportunity for
all to thrive by building on our foundation and success as a world class community.”
Page 3
REGULAR MEETING – 7:00 P.M.
COUNCIL CHAMBERS
PLEDGE OF ALLEGIANCE
ROLL CALL: Mayor Michael
Mayor Pro Tem Kennedy
Council Members Hutchison, Scott and Stickler
A.AMENDMENTS TO THE AGENDA
B.ANNOUNCEMENTS / PRESENTATIONS
B1. Presentation of a Proclamation Declaring the Month of July 2024 as National Park and Recreation Month.
C.PUBLIC COMMUNICATIONS
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 us from addressing any issue not on the
Agenda. Testimony may be received and referred to staff or scheduled for a future meeting.
Comments are to be limited to three (3) minutes per individual. 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, disorderly or boisterous conduct that disturbs,
disrupts, or otherwise impedes the orderly conduct of the meeting. For more information, refer to the City
Council Rules of Decorum and Order (Resolution No. 2023-086) located in the back of the Council
Chambers.
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.
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CITY COUNCIL VISION STATEMENT
“Our Vision is to create an equitable, sustainable, and vibrant city, rich in opportunity for
all to thrive by building on our foundation and success as a world class community.”
Page 4
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.
D.CONSENT CALENDAR
D1. Consideration of Meeting Minutes for Regular Meetings of June 19, 2024 and Special Meetings of June 20,
2024 and June 27, 2024.
D2. Consideration to Approve City and Fire District Bi-Weekly Payroll in the Total Amount of $4,377,421.88 and City
and Fire District Weekly Check Registers (Excluding Checks Issued to Southern California Gas Company) in
the Total Amount of $6,947,398.77 Dated June 10, 2024, Through July 07, 2024, and City and Fire District
Electronic Debit Registers for the Month of May 2024, in the Total Amount of $8,302,907.06. (CITY/FIRE)
D3. Consideration to Approve City and Fire District Weekly Check Registers for Checks Issued to Southern
California Gas Company in the Total Amount of $17,893.75 Dated June 10, 2024, Through July 07, 2024.
(CITY/FIRE)
D4. Consideration to Accept a Donated Van from Arrowhead Credit Union’s ArrowHeart Foundation. (FIRE)
D5. Consideration of a Memorandum of Agreement with the San Bernardino County Fire Protection District for
Participation in the California Regional Task Force 6. (FIRE)
D6. Consideration of a Lease Agreement with Rancho Baseball LLC for the Use of the Minor League Baseball
Stadium Located at the Epicenter Sports Complex. (CITY)
D7. Consideration of a Contract with Gentry Brother’s, Inc., in the Amount of $870,020 Plus 10% Contingency for
the 6th Street Pavement Rehabilitation Project (Project) From Haven Avenue to Cleveland Avenue and 400
Feet West of Fairway View Place to Milliken Avenue. This Project is Exempt From the Requirements of the
California Environmental Quality Act (CEQA) per Government Code Section 15301 – Existing Facilities. (CITY)
D8. Consideration to Approve Amendment No. 01 to Master Agreement CO#2022-128 with Collaborative Solutions,
LLC for Professional Support Services for Workday ERP Platform for a Two-Year Term in the Amount of
$198,500. (CITY)
D9. Consideration to Approve Amendment No. 02 to the Purchase and Sale Agreement (CO20-104) and Joint
Escrow Instructions Between the City of Rancho Cucamonga and Jones Family Trust of 2010, Robert Bruce
Stanford, Jr., William R. Rushing, and Bernell Hydraulics, Inc. for Purchase of the Fee Simple Interest, Business
Goodwill and Relocation Assistance Benefits in the Real Property Located at 8810 Etiwanda Avenue and
Further Identified as APN 0229-131-07 in Connection With the Construction of the Etiwanda Grade Separation
Project and to Waive the Collection of All City Permit Fees for the Demolition of Existing Structures Located on
the Property. (CITY)
D10. Consideration of Amendment No. 3 to the Professional Services Agreement with NEOGOV, Contract No. 17-
199, for Applicant Tracking Software Services Extending Agreement Term to August 8, 2027. (CITY)
D11. Consideration of a Professional Services Agreement with the Rancho Cucamonga Chamber of Commerce for
Economic Development Services in the Amount of $60,000. (CITY)
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CITY COUNCIL VISION STATEMENT
“Our Vision is to create an equitable, sustainable, and vibrant city, rich in opportunity for
all to thrive by building on our foundation and success as a world class community.”
Page 5
D12. Consideration to Authorize the City of Rancho Cucamonga to Enter Into a Settlement Agreement with Kroger
Co. for Opioid-Related Claims and Directing the City Manager to Execute Documents Necessary to Effectuate
the City's Participation in the Settlement. (CITY)
D13. Consideration to Order the Annexation to Landscape Maintenance District No. 1 Related to Case No.
PMT2024-00538, Located at 8951 Orange Street. (RESOLUTION NO. 2024-055) (CITY)
D14. Consideration of Resolution No. FD 2024-016 Approving the Annual Local Responsibility Area Wildland
Protection Agreement with the California Department of Forestry and Fire in the Amount of $215,600 for FY
2024-25. (RESOLUTION NO. FD 2024-016) (FIRE)
D15. Consideration of Resolutions Approving the Special Tax Levy for Various Community Facilities Districts and the
Special Annual Benefit Assessment for Drainage Area No. 91-2 for the Fiscal Year 2024/25. (RESOLUTION
NOS. 2024-062 TO 2024-077) (CITY)
D16. Consideration of Resolutions Approving the Special Tax Levy for Community Facilities Districts Nos. 85-1 and
88-1 for Fiscal Year 2024/25. (RESOLUTION NOS. FD 2024-018 AND FD 2024-019) (FIRE)
E.CONSENT CALENDAR ORDINANCE(S) - SECOND READING/ADOPTION
F.ADMINISTRATIVE HEARING ITEM(S)
F1. Preliminary Review Hearing to Consider a Proposed Master Plan Application for a Commercial Development
that Would Include Site Specific Development Standards at the Northwest Corner of Base Line Road and Day
Creek Marketplace. (CITY)
G.ADVERTISED PUBLIC HEARINGS ITEM(S) - CITY/FIRE DISTRICT
G1. THIS PUBLIC HEARING WILL NOT BE HEARD TONIGHT. THE APPLICANT HAS REQUESTED
A CONTINUANCE OF THE APPEAL HEARING. A NEW PUBLIC HEARING NOTICE WILL BE
DISTRIBUTED IF AND WHEN THE HEARING WILL OCCUR. Consideration of an Appeal of the
Planning Commission's Decision to Approve Design Review DRC2022-00379 – Fore Property,
Applicant. The Project is a Site Plan/Architectural Review for a Mixed-Use Development Comprising
of 308 Residential Units and 14,704 Square Feet of Commercial Space Within the Center 1 (Ce1)
Zone, Located at the Northeast Corner of Foothill Boulevard and Grove Avenue. A CEQA Section
15183 Compliance Memorandum has Been Completed for This Project. APNs: 0207-011-35, 36, 41,
43, 44, and 45. (CITY)
G2. Consideration of a Resolution Adopting the Fire District's General Fund Final Budget for Fiscal Year 2024/25.
(RESOLUTION NO. FD 2024-022) (FIRE)
G3. Public Hearing of the City of Rancho Cucamonga to Consider Resolutions Confirming the Diagrams and
Assessments and Ordering the Levy and Collection of Annual Assessments for Landscape Maintenance
Districts; Street Lighting Maintenance Districts; and Park and Recreation Improvement District No. PD-85 for
Fiscal Year 2024/25. (RESOLUTION NOS. 2024-078, 2024-079 AND 2024-080) (CITY)
G4. Public Hearing to Consider Adoption of Resolutions Making Determinations Regarding the Proposed
Annexation of Territory, Annexation 88-24-1, Adoption of Resolution Calling a Special Election, and Adoption of
Resolution Declaring Results of a Special Election in Community Facilities District No. 88-1. (RESOLUTION
NO. FD 2024-020 AND RESOLUTION NO. FD 2024-021) (FIRE)
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CITY COUNCIL VISION STATEMENT
“Our Vision is to create an equitable, sustainable, and vibrant city, rich in opportunity for
all to thrive by building on our foundation and success as a world class community.”
Page 6
H.CITY MANAGER'S STAFF REPORT(S)
H1. Presentation from Empire Economics Inc. on the City’s Annual Employment and Housing Trends Study and
Analysis of the Economic Impacts of Brightline West High-Speed Rail and Potential for Nearby Development
Opportunities. This Item is Not a Project as Defined by the California Environmental Quality Act (CEQA) and is
Therefore Exempt from CEQA Review. (CITY)
I.COUNCIL BUSINESS
I1. COUNCIL ANNOUNCEMENTS
(Comments to be limited to three minutes per Council Member.)
I2. INTERAGENCY UPDATES
(Update by the City Council to the community on the meetings that were attended.)
J.CITY ATTORNEY ITEMS
K.IDENTIFICATION OF ITEMS FOR NEXT MEETING
L.ADJOURNMENT
CERTIFICATION
I, Linda A. Troyan, MMC, City Clerk Services Director of the City of Rancho Cucamonga, or my designee, hereby certify under penalty
of perjury that a true, accurate copy of the foregoing agenda was posted 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) 774-2023. 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.
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June 19, 2024
CITY OF RANCHO CUCAMONGA
FIRE PROTECTION DISTRICT, HOUSING SUCCESSOR AGENCY, SUCCESSOR AGENCY,
PUBLIC FINANCE AUTHORITY AND CITY COUNCIL REGULAR MEETINGS MINUTES
The City Council of the City of Rancho Cucamonga held a Closed Session on Wednesday, June 19,
2024, in the Tapia Conference Room at the Civic Center, 10500 Civic Center Drive, Rancho
Cucamonga, California. Mayor Michael called the meeting to order at 5:00 PM.
Present were Council Members: Ryan Hutchison, Kristine Scott, Ashley Stickler, Mayor Pro Tem
Lynne Kennedy and Mayor L. Dennis Michael.
Also present were: John Gillison, City Manager; Elisa Cox, Assistant City Manager; Nicholas Ghirelli,
City Attorney; Matt Burris, Deputy City Manager/Economic and Community Development and Julie
Sowles, Deputy City Manager/Civic and Cultural Services.
A. ANNOUNCEMENT OF CLOSED SESSION ITEM(S)
B. PUBLIC COMMUNICATIONS ON CLOSED SESSION ITEM(S)
C. CITY MANAGER ANNOUNCEMENTS
D. CONDUCT OF CLOSED SESSION
D1. CONFERENCE WITH LABOR NEGOTIATORS JENIFER PHILLIPS, DIRECTOR OF
HUMAN RESOURCES, MATT BURRIS, DEPUTY CITY MANAGER/ECONOMIC AND
COMMUNITY DEVELOPMENT AND JULIE SOWLES, DEPUTY CITY MANAGER/CIVIC
AND CULTURAL SERVICES; PER GOVERNMENT CODE SECTION 54954.2
REGARDING LABOR NEGOTIATIONS WITH THE RANCHO CUCAMONGA CITY
EMPLOYEES’ ASSOCIATION (RCCEA). (CITY)
D2. CONFERENCE WITH REAL PROPERTY NEGOTIATORS PER GOVERNMENT CODE
SECTION 54956.8 FOR PROPERTY IDENTIFIED AS PARCEL NUMBERS 1089-593-01-
0000 COMMONLY KNOWN AS ADDRESS 7150 ETIWANDA, RANCHO CUCAMONGA,
CA 91730; NEGOTIATING PARTIES MATT BURRIS, DEPUTY CITY MANAGER
ECONOMIC AND COMMUNITY DEVELOPMENT, REPRESENTING THE CITY OF
RANCHO CUCAMONGA, AND JIM BANKS REPRESENTING ETIWANDA HISTORIC
SOCIETY, REGARDING PRICE AND TERMS. (CITY)
D3. CONFERENCE WITH REAL PROPERTY NEGOTIATORS PER GOVERNMENT CODE
SECTION 54956.8 FOR PROPERTY LOCATED AT 8408 ROCHESTER AVENUE,
RANCHO CUCAMONGA, CA 91730 (RANCHO CUCAMONGA EPICENTER STADIUM);
AGENCY NEGOTIATORS: JOHN GILLISON AND ELISA COX, REPRESENTING THE
CITY OF RANCHO CUCAMONGA; NEGOTIATING PARTY: RANCHO BASEBALL LLC;
REGARDING PRICE AND TERMS OF PAYMENT. (CITY)
E. RECESS
The closed session recessed at 6:30 p.m.
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REGULAR MEETING – 7:00 PM
CALL TO ORDER – COUNCIL CHAMBERS
The Regular meetings of the Rancho Cucamonga Fire Protection District, Housing Successor Agency,
Successor Agency, Public Finance Authority, and the City of Rancho Cucamonga City Council were
held on June 19, 2024, 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 PM.
Present were Council Members: Ryan Hutchison, Kristine Scott, Ashley Stickler, Mayor Pro Tem Lynne
Kennedy and Mayor L. Dennis Michael.
Also present were: John Gillison, City Manager; Nicholas Ghirelli, City Attorney; and Linda A. Troyan,
MMC, City Clerk Services Director.
Council Member Stickler led the Pledge of Allegiance.
A. AMENDMENTS TO THE AGENDA
None.
B. ANNOUNCEMENTS / PRESENTATIONS
B1. City’s Ranking in WalletHub’s 2024 Best Places to Raise a Family Report.
Rancho Cucamonga Chief of Police, Michael Smith and Fire Chief Michael McCliman provided a
PowerPoint presentation of the City of Rancho Cucamonga’s rankings according to WalletHub’s rankings
of the best places to raise a family. According to the 2024 Wallet Hub Report, Rancho Cucamonga
ranked 33rd overall out of 182 cities across the United States, 7th in California, 4th in Southern California,
and 1st in the Inland Empire.
C. PUBLIC COMMUNICATIONS
Scott Harrington spoke about the dangers of speeding in the west side of Rancho Cucamonga near Los
Amigos Elementary School. He suggested placing radar speeding signs, more police presence and
displayed pictures of suggested street improvements along 9th street to bring vehicles away from the
sidewalk to enhance safety in the neighborhood.
City Manager referred Mr. Harrington speak with Justine Garcia, Deputy Director of Engineering, to
address his concerns.
Husam Suleimon, spoke about a recent United Nations report about Israel carrying out an extermination
in Gaza, requested the City divest from companies complicit with international crimes, and his numerous
requests to meet with Mayor Michael and Council Member Hutchison to discuss divestment and recent
protests.
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D. CONSENT CALENDAR
Council Member Scott announced that she will need to abstain on item D3, due to a potential conflict of
interest as her employer is Southern California Gas Company.
D1. Consideration of Meeting Minutes for Regular Meetings of June 5, 2024.
D2. Consideration to Approve City and Fire District Bi-Weekly Payroll in the Total Amount of
$2,748,330.98 and City and Fire District Weekly Check Registers (Excluding Checks
Issued to Southern California Gas Company) in the Total Amount of $6,601,993.25 Dated
May 23, 2024, Through June 09, 2024. (CITY/FIRE)
D3. Consideration to Approve City and Fire District Weekly Check Registers for Checks Issued
to Southern California Gas Company in the Total Amount of $1,795.42 Dated May 23,
2024, Through June 09, 2024. (CITY/FIRE)
D4. Consideration to Receive and File Current Investment Schedules as of May 31, 2024, for
the City of Rancho Cucamonga and the Rancho Cucamonga Fire Protection District.
(CITY/FIRE)
D5. Ratification of a Correction of a Typographical Error in Exhibit “A,” the Rancho Cucamonga
Transient Occupancy Tax Ordinance, of Resolution No. 2024-030, Previously Adopted by
the City Council on May 15, 2024. (CITY)
D6. Consideration to Proceed with the Biennial Review of the Conflict of Interest Code for the
City Council, Fire Protection District and the Rancho Cucamonga EIFD Public Financing
Authority and Authorize the Filing of the 2024 Local Agency Biennial Notice. (CITY)
D7. Consideration of an Appropriation in the Amount of $88,000.00 from Citizens Option for
Public Safety (COPS) Funds and Authorization to Utilize Cellebrite Digital Investigative
Programs as a Single Source Procurement. (CITY)
D8. Consideration to Award a Contract to Gentry General Engineering, Inc. for the Heritage
Park Pedestrian Trail Project Phase 2 in an Amount Not to Exceed $153,450.00. (CITY)
D9. Consideration to Award a Professional Services Agreement to BrightView Landscape
Services, Inc. for Landscape and Irrigation Maintenance for LMD 7 and LMD 8 Parkways,
Paseos, and Medians in an Amount Not to Exceed $511,540 for FY 2024/25. (CITY)
D10. Consideration to Approve a Single-Source Procurement and Execute a Contract with Enko
Systems, Inc. for Fire Alarm Monitoring, Installations, Inspections, and Testing in an
Amount Not to Exceed $150,000 for FY 2024/2025. (CITY/FIRE)
D11. Consideration of Amendment No. 2 to the Professional Services Agreements With Towill,
Inc. (CO19-144) and WestLAND Group, Inc. (CO19-145) for On-Call Design and
Construction Surveying Services, Extending the Term of the Contract to June 30, 2025 and
in an Amount Not to Exceed of $200,000. (CITY)
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D12. Consideration of Amendment No. 2 to the Professional Services Agreements With SCST,
LLC (CO19-100), Ninyo & Moore (CO19-101), and Leighton Consulting, Inc. (CO19-102)
for On-Call Geotechnical Engineering and Material Sampling/Testing Services, Extending
the Term of the Contract to June 30, 2025 and in an Amount Not to Exceed $200,000.
(CITY)
D13. Consideration of Amendment No. 2 to the Professional Services Agreements With
Transtech Engineers, Inc. (CO19-106), and Aufbau Corporation (CO19-107) for On-Call
Development Plan Check Services, Extending the Term of the Contract to June 30, 2025,
and in an Amount Not to Exceed $200,000, and Consideration of Amendment No. 1 to the
Professional Services Agreement with Fehr & Peers (CO22-125) for On-Call Traffic Impact
Analysis Preparation and Review Services, Extending the Contract to June 30, 2025.
(CITY)
D14. Consideration of Amendment No. 2 to the Professional Services Agreements With HR
Green Pacific, Inc. (CO19-103), Kimley-Horn and Associates, Inc. (CO19-104), and Aufbau
Corporation (CO19-105) for On-Call Civil and Traffic Engineering Design Services,
Extending the Term of the Contract to June 30, 2025, and in an Amount Not to Exceed
$1,000,000. (CITY)
D15. Consideration of Amendment No. 2 to the Professional Services Agreements with Aufbau
Corporation (CO19-140), Willdan Engineering (CO19-141), and Onward Engineering
(CO19-142) for On-Call Construction Management and Inspection Services, Extending the
Term of the Contract to June 30, 2025 and in an Amount Not to Exceed $500,000. (CITY)
D16. Consideration of Amendment No. 2 to Contract No. 2022-009 with Hunter Consulting Inc.,
dba HCI Environmental & Engineering for Hazardous Waste Cleanup and Removal in an
Amount Not to Exceed $100,000 for City and Fire District Services in FY 2024/2025.
(CITY/FIRE)
D17. Consideration of Amendment No. 2 to Contract No. 2022-069 with Able Building
Maintenance (ABM) for Window Cleaning Services in an Amount Not to Exceed $130,000
for City and Fire District Facilities for FY 2024/2025. (CITY/FIRE)
D18. Consideration of Amendment No. 3 to Contract No. 2021-043 with Fitness Repair Shop,
Inc., dba Coast Fitness for Fitness Equipment Maintenance in an Amount Not to Exceed
$40,000 for City and Fire District Services in FY 2024/2025. (CITY/FIRE)
D19. Consideration of Amendment No. 04 to the Professional Services Agreement (CO2023-
061) with Abound Food Care for Two-Year Renewal for Services Related to Senate Bill
1383 Compliance. (CITY)
D20. Consideration of Amendment No. 5 to Contract No. 2020-107 with Champion Fire Systems
for Fire Suppression System Maintenance in an Amount Not to Exceed $130,000 for City
and Fire District Facilities for FY 2024/2025. (CITY/FIRE)
D21. Consideration of Amendment No. 7 to Contract No. 18-102 with Absolute Security
International, Inc. for Security Guard Services in an Amount Not to Exceed $400,000 for
City and Fire District Facilities for FY 2024/2025. (CITY/FIRE)
D22. Consideration of Amendment No. 13 to Contract No. 16-114 with EMCOR Services/Mesa
Energy Systems for Citywide HVAC Maintenance and Repair Services in an Amount Not to
Exceed $950,000 for City and Fire District Facilities for FY 2024/2025. (CITY/FIRE)
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D23. Consideration to Accept a Permanent Easement Over the Metropolitan Water District of
Southern California Property on Wilson Avenue (Between Etiwanda Avenue and East
Avenue) Related to Tract Map 16072. (CITY)
D24. Consideration to Accept the LED Sports Lighting Project as Complete, File the Notice of
Completion, and Authorize Release of Retention and Bonds. (CITY)
D25. Consideration to Accept the Kenyon Park Restroom Fire Repair Project as Complete, File
the Notice of Completion, and Authorize Release of Retention and Bonds. (CITY)
D26. 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. 2024-053) (CITY/FIRE)
D27. Consideration of Resolution to Modify the Interfund Loans from the Capital Reserve Fund
(Fund 025) and Street Lighting Maintenance Districts Nos. 1, 2, 4, 5, and 7 (Funds 151,
152, 154, 155, and 157). (RESOLUTION NO. 2024-056) (CITY)
D28. Consideration to Adopt Resolutions Updating the Fiscal Year 2023-24 and Fiscal Year
2024-25 City and Rancho Cucamonga Fire Protection District Salary Schedules.
(RESOLUTION NO. 2024-054 AND RESOLUTION NO. FD 2024-008) (CITY/FIRE)
MOTION: Moved by Council Member Stickler, seconded by Council Member Hutchison, to approve the
Consent Calendar Agenda items D1 through D28, and with Council Member/Board Member Scott
abstaining on item D3. Motion carried 5-0.
E. CONSENT CALENDAR ORDINANCE(S) - SECOND READING/ADOPTION
None.
F. ADMINISTRATIVE HEARING ITEM(S)
F1. Summary of Review of Results of Annual Independent Audit Concerning the Fiscal Year
2022-23 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)
City Manager Gillison introduced the item and Dave Terry, Community Parks and Landscape Citizens'
Oversight Committee Chair, who provided a verbal report for item F1.
Mayor Michael opened the Administrative Hearing.
There were no public communications.
Mayor Michael closed the Administrative Hearing.
Mayor Michael asked Chair Terry if during the audit he confirmed that the revenue received by each
assessment district was expended within the district and not elsewhere.
Chair Terry replied yes, to the extent of what was reviewed by the Community Parks and Landscape
Citizens' Oversight Committee along with auditors and staff.
Mayor Michael thanked Chair Terry and the Community Parks and Landscape Citizens' Oversight
Committee Members for their service to the community. The report was received and filed.
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City of Rancho Cucamonga | Page 6 of 7
G. ADVERTISED PUBLIC HEARINGS ITEM(S) - CITY/FIRE DISTRICT
None.
H. CITY MANAGER'S STAFF REPORT(S)
None.
I. COUNCIL BUSINESS
I1. Consideration of the City Council Library Subcommittee's Recommendation to Appoint
Members to the Library Board of Trustees. (CITY)
Mayor Michael introduced Library Subcommittee Members Mayor Pro Tem Kennedy and Council Member
Scott, who recommended the reappointments.
MOTION: Moved by Mayor Pro Tem Kennedy, seconded by Council Member Stickler, to re-appoint
William Diepenbrock, Eva Miller and Riley Wells to a three-year term ending on June 30, 2027 on the
Library Board of Trustees. Motion carried 5-0.
I2. COUNCIL ANNOUNCEMENTS
Mayor Michael announced he and Members of the City Council attended the Ribbon Cutting Ceremony
earlier that day to celebrate the opening of Fire Station No. 178. He thanked Fire Chief McCliman and
staff for a wonderful community event and program.
I3. INTERAGENCY UPDATES
None.
J. CITY ATTORNEY ITEMS
City Attorney Ghirelli noted that there was no reportable action taken during Closed Session held earlier
that evening.
K. IDENTIFICATION OF ITEMS FOR NEXT MEETING
Mayor Michael announced that the next Regular Meeting will be on July 17, 2024 as the July 3, 2024
Regular Meetings have been cancelled.
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L. ADJOURNMENT
L1. Adjournment in Honor of Ms. Mabel’s 100th Birthday.
Mayor Michael wished a special happy birthday to Ms. Mabel, a resident who just celebrated her 100th
birthday.
Mayor Michael adjourned the Council Meeting in honor of Ms. Mabel’s 100th Birthday at 7:32 p.m.
Approved:
Linda A. Troyan, MMC
City Clerk Services Director
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June 20, 2024 | City Council Special Meeting Minutes
City of Rancho Cucamonga | Page 1 of 2
June 20, 2024
CITY OF RANCHO CUCAMONGA
CITY COUNCIL AND FIRE PROTECTION DISTRICT SPECIAL MEETING MINUTES
The City Council and Rancho Cucamonga Fire Protection District held a Special Workshop Meeting on Thursday,
June 20, 2024 in Council Chambers, 10500 Civic Center Drive, Rancho Cucamonga, California. Mayor L. Dennis
Michael called the meeting to order at 4:30 p.m.
CALL TO ORDER
Present were Council Members/Fire Board Members: Ryan A. Hutchison, Kristine D. Scott, Ashley N. Stickler,
Mayor Pro Tem Lynne Kennedy, and Mayor L. Dennis Michael.
Also present were John Gillison, City Manager; and Linda A. Troyan, MMC, Director of City Clerk Services.
City Manager Gillison led the Pledge of Allegiance.
A.PUBLIC COMMUNICATIONS
None.
Mayor Michael noted that the City Council received correspondence from Dan Titus, American Coalition for
Sustainable Communities (ACSC) on item B1.
B.ITEMS OF DISCUSSION
B1.Discussion and Consideration of Proposed Budgets for Fiscal Year 2024/25. (Verbal Report) (Document
is available for review at City Hall and https://www.cityofrc.us/your-
government/budget) (CITY/FIRE)
John Gillison, City Manager, provided an overview of the budget and outlined the proposed Budget for FY
2024/25 via PowerPoint.
The summation outlined in the FY 2024/25 Preliminary Budget of all City Budgets a r e as follows:
City General Fund $$115,368,260
Fire Protection District*$55,824,110
Fire CFD 85-1 $11,320,380
Fire CFD 88-1 $3,263,510
Library Services $6,041,200
Special Funds (including CIP)$141,919,560
*Includes Fire Protection Capital Fund budget in the amount of $$4,856,190.
City Manager Gillison addressed City Council/Fire Board questions and comments.
Council/Fire Board thanked staff for their work and dedication on the budget document.
The Fiscal Year 2024-25 budget is scheduled for adoption at the June 27, 2024 Special City Council
meeting.
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C.ADJOURNMENT
Mayor Michael adjourned the meeting at 6:05 p.m.
Approved:
Linda A. Troyan, MMC
City Clerk Services Director
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June 27, 2024
CITY OF RANCHO CUCAMONGA
CITY COUNCIL AND FIRE PROTECTION DISTRICT SPECIAL MEETING MINUTES
CALL TO ORDER
The City Council and Rancho Cucamonga Fire Protection District held a Special Meeting on Thursday, June 27,
2024 in Council Chambers, 10500 Civic Center Drive, Rancho Cucamonga, California. Mayor Pro Tem
Kennedy called the meeting to order at 4:00 p.m.
Present were Council Members/Fire Board Members: Ryan A. Hutchison, Kristine D. Scott , Ashley Stickler and
Mayor Pro Tem Lynne Kennedy. Absent: Mayor L. Dennis Michael.
Also present were John Gillison, City Manager; and Linda A. Troyan, MMC, Director of City Clerk Services.
Council Member Scott led the Pledge of Allegiance.
A. PUBLIC COMMUNICATIONS
None.
B. CONSENT CALENDAR
B1. Consideration of Approval of Revisions to Amended Fiscal Year 2023/24 Appropriations. (CITY/FIRE)
B2. Consideration to Approve and Adopt Revised Statements of Investment Policy for the City of Rancho
Cucamonga and the Rancho Cucamonga Fire Protection District. (CITY/FIRE)
B3. Consideration to Approve the Following to be in Compliance with Governmental Accounting Standards
Board (GASB) Statement No. 54: 1) Updated Fund Balance Policy; 2) a Resolution Committing to the
Level of Fiscal Reserves for the City of Rancho Cucamonga; and 3) a Resolution Committing to the Level
of Fiscal Reserves for the Rancho Cucamonga Fire Protection District. (RESOLUTION NO. 2024 -057
AND RESOLUTION NO. FD 2024-009) (CITY/FIRE)
B4. Consideration to Approve Updated City General Fund Reserve Funding Goals Policy. (CITY)
B5. Consideration to Adopt Resolutions Updating the Fiscal Year 2024-2025 City and Rancho Cucamonga
Fire Protection District Salary Schedules. (RESOLUTION NO. 2024-061 AND RESOLUTION FD 2024-
017) (CITY/FIRE)
MOTION: Moved by Council Member/Board Member Stickler, seconded by Council Member/Board Member
Scott, to approve Consent Calendar items B1 through B5. Motion carried 4-0-1. Absent: Mayor Michael.
C. CITY MANAGER'S STAFF REPORT(S)
C1. Consideration of Resolutions Adopting the Budget and Approving the Appropriations Limit for the Fiscal
Year 2024/25 in Community Facilities District No. 85-1. (RESOLUTION NO. FD 2024-012 AND
RESOLUTION NO. FD 2024-013) (FIRE)
C2. Consideration of Resolutions Adopting the Budget and Approving the Appropriation Limit for the Fiscal
Year 2024/25 in Community Facilities District No. 88-1. (RESOLUTION NO. FD 2024-010 AND
RESOLUTION NO. FD 2024-011) (FIRE)
C3. Consideration of a Resolution Adopting the Amended Fire Protection District General Fund Article XIIIB
Appropriations Limit for Fiscal Years 2012/13 through 2023/24. (RESOLUTION NO. FD 2024-014) (FIRE)
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C4. Consideration to Adopt the Fire Protection District General Fund Preliminary Budget; Adopt a Resolution
Approving the Fire Protection District General Fund Appropriations Limit for the Fiscal Year 2024/25; and
Set a Public Hearing for the Approval of a Fire Protection District General Fund Final Budget for the Fire
Board Meeting on July 17, 2024. (RESOLUTION NO. FD 2024-015) (FIRE)
C5. Consideration of a Resolution Adopting the Amended Article XIIIB Appropriations Limit for Fiscal Years
2012/13 through 2023/24. (RESOLUTION NO. 2024-058) (CITY)
C6. Consideration to Adopt Resolutions to Approve the Fiscal Year 2024/25 Budget, the Article XIIIB
Appropriations Limit for the Fiscal Year 2024/25, and the Capital Improvement Program for the Fiscal
Year 2024/25. (RESOLUTION NO. 2024-059 AND RESOLUTION NO. 2024-060) (CITY)
City Manager, John Gillison, provided a verbal Staff Report for items C1 through C6.
MOTION: Moved by Council Member/Board Member Stickler, seconded by Council Member/Board Member Scott,
to approve staff recommendations and adopt resolutions as listed for items C1 through C6. Motion carried 4-0-1.
Absent: Mayor Michael.
D. ADJOURNMENT
Mayor Pro Tem/Vice-President Kennedy adjourned the meeting at 4:07 p.m.
Approved:
__________________________________
Linda A. Troyan, MMC
City Clerk Services Director
Page 17
DATE:July 17, 2024
TO:Mayor and Members of the City Council
President and Members of the Board of Directors
FROM:John R. Gillison, City Manager
INITIATED BY:Noah Daniels, Finance Director
Veronica Lopez, Accounts Payable Supervisor
SUBJECT:Consideration to Approve City and Fire District Bi-Weekly Payroll in the
Total Amount of $4,377,421.88 and City and Fire District Weekly Check
Registers (Excluding Checks Issued to Southern California Gas
Company) in the Total Amount of $6,947,398.77 Dated June 10, 2024,
Through July 07, 2024, and City and Fire District Electronic Debit
Registers for the Month of May 2024, in the Total Amount of
$8,302,907.06. (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 $2,586,825.35 and $1,790,596.53 for the City and
the Fire District, respectively. Weekly check register amounts are $6,546,452.22 and
$400,946.55, for the City and the Fire District, respectively. Electronic Debit Register amounts are
$1,654,259.61 and $6,648,647.45 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 18
Agenda Check Register
RANCHO CUCAMONGA FIRE PROTECTION DISTRICT
Excluding So Calif Gas Company.
AND
CITY OF RANCHO CUCAMONGA
6/10/2024 through 7/7/2024
Check No.Check Date Vendor Name City Fire Amount
AP 00017878 06/12/2024 ABSOLUTE SECURITY INTERNATIONAL INC 38,473.56 0.00 38,473.56
AP 00017879 06/12/2024 AIR EXCHANGE INC 0.00 1,569.17 1,569.17
AP 00017880 06/12/2024 ALLSTAR FIRE EQUIPMENT INC 0.00 3,857.80 3,857.80
AP 00017881 06/12/2024 ASSI SECURITY 150.00 0.00 150.00
AP 00017882 06/12/2024 BAUER COMPRESSORS INC 0.00 621.18 621.18
AP 00017883 06/12/2024 BERNELL HYDRAULICS INC 0.00 147.02 147.02
AP 00017884 06/12/2024 BEST OUTDOOR POWER INLAND LLC 279.80 0.00 279.80
AP 00017885 06/12/2024 BOUND TREE MEDICAL LLC 0.00 11,573.39 11,573.39
AP 00017886 06/12/2024 CALIF GOVERNMENT VEBA / RANCHO CUCAMONGA 29,278.64 0.00 29,278.64
***AP 00017887 06/12/2024 CHAMPION FIRE SYSTEMS INC 7,402.12 1,390.00 8,792.12
AP 00017888 06/12/2024 DELTA DENTAL OF CALIFORNIA 48,144.33 0.00 48,144.33
AP 00017889 06/12/2024 DLR GROUP INC 13,980.00 0.00 13,980.00
AP 00017890 06/12/2024 DUNN-EDWARDS CORPORATION 0.00 63.53 63.53
AP 00017891 06/12/2024 FEHR & PEERS 787.50 0.00 787.50
***AP 00017892 06/12/2024 G/M BUSINESS INTERIORS 387.38 6,038.58 6,425.96
AP 00017893 06/12/2024 GENTRY BROTHERS INC 811,209.64 0.00 811,209.64
AP 00017894 06/12/2024 KVL TIRES INC 1,842.48 0.00 1,842.48
AP 00017895 06/12/2024 MARIPOSA LANDSCAPES INC 1,477.58 0.00 1,477.58
***AP 00017896 06/12/2024 NAPA AUTO PARTS 12.54 870.32 882.86
AP 00017897 06/12/2024 NINYO & MOORE 0.00 6,298.50 6,298.50
AP 00017898 06/12/2024 OCLC INC 17,086.95 0.00 17,086.95
AP 00017899 06/12/2024 PALMS TO PINES PARASPORTS 162.00 0.00 162.00
AP 00017900 06/12/2024 PRO-WEST & ASSOCIATES INC 1,825.01 0.00 1,825.01
AP 00017901 06/12/2024 PROMOTIONS TEES & MORE 3,155.00 0.00 3,155.00
AP 00017902 06/12/2024 RCCEA 1,333.50 0.00 1,333.50
AP 00017903 06/12/2024 RCPFA 14,512.26 0.00 14,512.26
***AP 00017904 06/12/2024 RICHARDS WATSON & GERSHON 80,912.00 1,103.30 82,015.30
AP 00017905 06/12/2024 RINCON CONSULTANTS INC 12,632.75 0.00 12,632.75
AP 00017906 06/12/2024 TRIDEN GROUP CORP 8,325.00 0.00 8,325.00
AP 00017907 06/12/2024 YUNEX LLC 3,303.09 0.00 3,303.09
AP 00017908 06/19/2024 360 DEEP CLEANING LLC 0.00 8,830.00 8,830.00
***AP 00017909 06/19/2024 ABC LOCKSMITHS INC 192.95 502.88 695.83
AP 00017910 06/19/2024 AIR EXCHANGE INC 0.00 511.49 511.49
AP 00017911 06/19/2024 ALL CITY MANAGEMENT SERVICES INC 18,000.98 0.00 18,000.98
AP 00017912 06/19/2024 AMAZON WEB SERVICES INC 8,653.99 0.00 8,653.99
AP 00017913 06/19/2024 ARNOLD FIELDS PAINTING 50,327.00 0.00 50,327.00
AP 00017914 06/19/2024 ASSI SECURITY 300.00 0.00 300.00
AP 00017915 06/19/2024 BEST BEST & KRIEGER LLP 240.24 0.00 240.24
AP 00017916 06/19/2024 BEST OUTDOOR POWER INLAND LLC 1,262.56 0.00 1,262.56
AP 00017917 06/19/2024 BRIGHTVIEW LANDSCAPE SERVICES INC 62,464.54 0.00 62,464.54
AP 00017918 06/19/2024 BRINKS INCORPORATED 3,436.22 0.00 3,436.22
AP 00017919 06/19/2024 CHAFFEY JOINT UNION HIGH SCHOOL DISTRICT 3,141.00 0.00 3,141.00
***AP 00017920 06/19/2024 CHAMPION FIRE SYSTEMS INC 14,974.85 4,170.00 19,144.85
AP 00017921 06/19/2024 CIVIC SOLUTIONS INC 19,717.50 0.00 19,717.50
AP 00017922 06/19/2024 CRIME SCENE STERI-CLEAN LLC 320.00 0.00 320.00
AP 00017923 06/19/2024 DIAMOND ENVIRONMENTAL SERVICES 2,370.64 0.00 2,370.64
AP 00017924 06/19/2024 DLR GROUP INC 97,113.75 0.00 97,113.75
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Agenda Check Register
RANCHO CUCAMONGA FIRE PROTECTION DISTRICT
Excluding So Calif Gas Company.
AND
CITY OF RANCHO CUCAMONGA
6/10/2024 through 7/7/2024
Check No.Check Date Vendor Name City Fire Amount
AP 00017925 06/19/2024 DUNN-EDWARDS CORPORATION 0.00 22.57 22.57
AP 00017926 06/19/2024 ELECNOR BELCO ELECTRIC INC 25,382.80 0.00 25,382.80
AP 00017927 06/19/2024 ENVISIONWARE INC 72,891.12 0.00 72,891.12
AP 00017928 06/19/2024 FEHR & PEERS 5,707.00 0.00 5,707.00
AP 00017929 06/19/2024 GRANICUS LLC 16,390.91 0.00 16,390.91
AP 00017930 06/19/2024 GRAVES & KING LLP 17,328.99 0.00 17,328.99
AP 00017931 06/19/2024 HAAKER EQUIPMENT COMPANY 593.66 0.00 593.66
AP 00017932 06/19/2024 HAMPTON LIVING 738.00 0.00 738.00
AP 00017933 06/19/2024 INTERWEST CONSULTING GROUP INC 6,487.96 0.00 6,487.96
AP 00017934 06/19/2024 JOHNNY ALLEN TENNIS ACADEMY 5,715.60 0.00 5,715.60
AP 00017935 06/19/2024 KEITH, JORRY 1,260.00 0.00 1,260.00
***AP 00017936 06/19/2024 MARIPOSA LANDSCAPES INC 318,433.68 3,275.00 321,708.68
AP 00017937 06/19/2024 MERRIMAC PETROLEUM INC 34,500.50 0.00 34,500.50
AP 00017938 06/19/2024 MIDWEST TAPE LLC 4,124.15 0.00 4,124.15
AP 00017939 06/19/2024 MUSICLAND 500.50 0.00 500.50
***AP 00017940 06/19/2024 NAPA AUTO PARTS 2,823.18 125.30 2,948.48
AP 00017941 06/19/2024 NATIONAL UTILITY LOCATORS LLC 4,125.00 0.00 4,125.00
AP 00017942 06/19/2024 NATIONWIDE PREMIUM HOLDING 857.16 0.00 857.16
AP 00017943 06/19/2024 OTT, SHARON 1,396.20 0.00 1,396.20
AP 00017944 06/19/2024 PACIFIC UTILITY INSTALLATION INC 354,531.45 0.00 354,531.45
AP 00017945 06/19/2024 PALMER CONSULTING 17,115.00 0.00 17,115.00
AP 00017946 06/19/2024 PALMS TO PINES PARASPORTS 108.00 0.00 108.00
AP 00017947 06/19/2024 PLACEWORKS 1,230.75 0.00 1,230.75
AP 00017948 06/19/2024 PRIVATE BRAND MFG 1,799.43 0.00 1,799.43
AP 00017949 06/19/2024 PROCURE AMERICA LLC 22,637.87 0.00 22,637.87
AP 00017950 06/19/2024 PROMOTIONS TEES & MORE 3,860.00 0.00 3,860.00
AP 00017951 06/19/2024 RE ASTORIA 2 LLC 110,328.89 0.00 110,328.89
AP 00017952 06/19/2024 RICHARDS WATSON & GERSHON 80,960.87 0.00 80,960.87
AP 00017953 06/19/2024 RIVERSIDE, CITY OF 6,909.00 0.00 6,909.00
AP 00017954 06/19/2024 SAN BERNARDINO COUNTY 27.00 0.00 27.00
AP 00017955 06/19/2024 SARGENT TOWN PLANNING INC 5,035.00 0.00 5,035.00
AP 00017956 06/19/2024 TINKER GLASS CONTRACTORS INC 501.00 0.00 501.00
AP 00017957 06/19/2024 TRUEPOINT SOLUTIONS 495.00 0.00 495.00
AP 00017958 06/19/2024 US POSTAL SERVICE 25,000.00 0.00 25,000.00
AP 00017959 06/19/2024 VALVERDE SCHOOL OF PERFORMING ARTS 20,803.50 0.00 20,803.50
AP 00017960 06/19/2024 VIGILANT SOLUTIONS LLC 4,684.36 0.00 4,684.36
AP 00017961 06/19/2024 YUNEX LLC 220,980.53 0.00 220,980.53
AP 00017962 06/20/2024 COLLABORATIVE SOLUTIONS LLC 170,646.00 0.00 170,646.00
AP 00017963 06/25/2024 AHUMADA, ALEXANDER R 0.00 739.30 739.30
AP 00017964 06/25/2024 ALMAND, LLOYD 0.00 291.15 291.15
AP 00017965 06/25/2024 BANTAU, VICTORIA 0.00 616.10 616.10
AP 00017966 06/25/2024 BAZAL, SUSAN 0.00 291.15 291.15
AP 00017967 06/25/2024 BELL, MICHAEL L 0.00 2,105.94 2,105.94
AP 00017968 06/25/2024 BERRY, DAVID 0.00 739.30 739.30
AP 00017969 06/25/2024 BROCK, ROBIN 0.00 739.30 739.30
AP 00017970 06/25/2024 CAMPBELL, GERALD 0.00 492.58 492.58
AP 00017971 06/25/2024 CARNES, KENNETH 0.00 167.79 167.79
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Agenda Check Register
RANCHO CUCAMONGA FIRE PROTECTION DISTRICT
Excluding So Calif Gas Company.
AND
CITY OF RANCHO CUCAMONGA
6/10/2024 through 7/7/2024
Check No.Check Date Vendor Name City Fire Amount
AP 00017972 06/25/2024 CLABBY, RICHARD 0.00 654.66 654.66
AP 00017973 06/25/2024 CLOUGHESY, DONALD R 0.00 2,105.94 2,105.94
AP 00017974 06/25/2024 CORCORAN, ROBERT ANTHONY 0.00 974.47 974.47
AP 00017975 06/25/2024 COSTELLO, DENNIS M 0.00 2,824.84 2,824.84
AP 00017976 06/25/2024 COX, KARL 0.00 739.30 739.30
AP 00017977 06/25/2024 CRANE, RALPH 0.00 739.30 739.30
AP 00017978 06/25/2024 CROSSLAND, WILBUR 0.00 492.58 492.58
AP 00017979 06/25/2024 CURATALO, JAMES 0.00 739.30 739.30
AP 00017980 06/25/2024 DAGUE, JAMES 0.00 739.30 739.30
AP 00017981 06/25/2024 DAVENPORT, JAY 0.00 2,824.84 2,824.84
AP 00017982 06/25/2024 DE ANTONIO, SUSAN 0.00 974.47 974.47
AP 00017983 06/25/2024 DEANS, JACKIE 0.00 291.15 291.15
AP 00017984 06/25/2024 EAGLESON, MICHAEL 0.00 2,105.94 2,105.94
AP 00017985 06/25/2024 EGGERS, ROBERT 0.00 739.30 739.30
AP 00017986 06/25/2024 FEJERAN, TIM 0.00 2,093.07 2,093.07
AP 00017987 06/25/2024 FRITCHEY, JOHN D 0.00 616.10 616.10
AP 00017988 06/25/2024 HEYDE, DONALD 0.00 739.30 739.30
AP 00017989 06/25/2024 HOLT, DANNY G 0.00 1,652.90 1,652.90
AP 00017990 06/25/2024 INTERLICCHIA, ROSALYN 0.00 291.15 291.15
AP 00017991 06/25/2024 JERKINS, PATRICK 0.00 1,573.82 1,573.82
AP 00017992 06/25/2024 KILMER, STEPHEN 0.00 1,573.82 1,573.82
AP 00017993 06/25/2024 KIRKPATRICK, WILLIAM M 0.00 855.67 855.67
AP 00017994 06/25/2024 LANE, WILLIAM 0.00 739.30 739.30
AP 00017995 06/25/2024 LARKIN, DAVID W 0.00 708.41 708.41
AP 00017996 06/25/2024 LEE, ALLAN J 0.00 291.15 291.15
AP 00017997 06/25/2024 LENZE, PAUL E 0.00 739.30 739.30
AP 00017998 06/25/2024 LONCAR, PHILIP 0.00 2,136.72 2,136.72
AP 00017999 06/25/2024 LONGO, JOE 0.00 167.79 167.79
AP 00018000 06/25/2024 LUTTRULL, DARRELL 0.00 492.58 492.58
AP 00018001 06/25/2024 MACKALL, BEVERLY 0.00 167.79 167.79
AP 00018002 06/25/2024 MAGNUSON, PETER 0.00 2,146.00 2,146.00
AP 00018003 06/25/2024 MAYFIELD, RON 0.00 739.30 739.30
AP 00018004 06/25/2024 MCKEE, JOHN 0.00 739.30 739.30
AP 00018005 06/25/2024 MCNEIL, KENNETH 0.00 739.30 739.30
AP 00018006 06/25/2024 MICHAEL, L. DENNIS 0.00 739.30 739.30
AP 00018007 06/25/2024 MORGAN, BYRON 0.00 479.86 479.86
AP 00018008 06/25/2024 MYSKOW, DENNIS 0.00 1,573.82 1,573.82
AP 00018009 06/25/2024 NAUMAN, MICHAEL 0.00 492.58 492.58
AP 00018010 06/25/2024 NELSON, MARY JANE 0.00 167.79 167.79
AP 00018011 06/25/2024 NOREEN, ERIC 0.00 2,784.82 2,784.82
AP 00018012 06/25/2024 O'BRIEN, TOM 0.00 2,105.94 2,105.94
AP 00018013 06/25/2024 PLOUNG, MICHAEL J 0.00 739.30 739.30
AP 00018014 06/25/2024 POST, MICHAEL R 0.00 2,136.72 2,136.72
AP 00018015 06/25/2024 PROULX, PATRICK 0.00 1,422.62 1,422.62
AP 00018016 06/25/2024 REDMOND, MICHAEL 0.00 739.30 739.30
AP 00018017 06/25/2024 ROBERTS, BRENT 0.00 989.86 989.86
AP 00018018 06/25/2024 ROBERTS, CHERYL L 0.00 2,824.84 2,824.84
07:47:26
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Agenda Check Register
RANCHO CUCAMONGA FIRE PROTECTION DISTRICT
Excluding So Calif Gas Company.
AND
CITY OF RANCHO CUCAMONGA
6/10/2024 through 7/7/2024
Check No.Check Date Vendor Name City Fire Amount
AP 00018019 06/25/2024 ROEDER, JEFFREY 0.00 1,422.62 1,422.62
AP 00018020 06/25/2024 ROJER, IVAN M 0.00 2,093.07 2,093.07
AP 00018021 06/25/2024 SALISBURY, THOMAS 0.00 739.30 739.30
AP 00018022 06/25/2024 SMITH, RONALD 0.00 492.58 492.58
AP 00018023 06/25/2024 SORENSEN, SCOTT D 0.00 1,438.01 1,438.01
AP 00018024 06/25/2024 SPAIN, WILLIAM 0.00 492.58 492.58
AP 00018025 06/25/2024 SULLIVAN, JAMES 0.00 492.58 492.58
AP 00018026 06/25/2024 TAYLOR, STEVEN 0.00 2,105.94 2,105.94
AP 00018027 06/25/2024 TOLL, RICHARD 0.00 2,784.82 2,784.82
AP 00018028 06/25/2024 TULEY, TERRY 0.00 2,105.94 2,105.94
AP 00018029 06/25/2024 VANDERKALLEN, FRANCIS 0.00 739.30 739.30
AP 00018030 06/25/2024 VARNEY, ANTHONY 0.00 739.30 739.30
AP 00018031 06/25/2024 WALTON, KEVIN 0.00 656.49 656.49
AP 00018032 06/25/2024 YOWELL, TIMOTHY A 0.00 739.30 739.30
AP 00018036 06/26/2024 CALIF GOVERNMENT VEBA / RANCHO CUCAMONGA 29,418.97 0.00 29,418.97
AP 00018037 06/26/2024 CONSTELLATION ENERGY GENERATION LLC 597,760.60 0.00 597,760.60
***AP 00018038 06/26/2024 GOLDEN STATE RISK MANAGEMENT AUTHORITY 152,940.00 1,607.00 154,547.00
AP 00018039 06/26/2024 RCCEA 1,365.25 0.00 1,365.25
AP 00018040 06/26/2024 RCPFA 14,505.72 0.00 14,505.72
AP 00445795 06/12/2024 ABOUND FOOD CARE 1,134.12 0.00 1,134.12
AP 00445796 06/12/2024 ACE ELECTRIC INC 2,960.16 0.00 2,960.16
AP 00445797 06/12/2024 ADVANTAGE SEALING SYSTEMS INC 222.83 0.00 222.83
AP 00445798 06/12/2024 AFLAC 3,878.16 0.00 3,878.16
***AP 00445799 06/12/2024 AIRGAS USA LLC 241.98 487.33 729.31
AP 00445800 06/12/2024 ALLARY, MOHAMMAD 47.68 0.00 47.68
AP 00445801 06/12/2024 AM-TEC TOTAL SECURITY INC 2,052.23 0.00 2,052.23
AP 00445802 06/12/2024 AMERICAN REGISTRY FOR INTERNET NUMBERS LTD 250.00 0.00 250.00
AP 00445803 06/12/2024 AMTECH ELEVATOR SERVICES 6,354.09 0.00 6,354.09
AP 00445804 06/12/2024 APPLIED CONCEPTS INC 2,138.84 0.00 2,138.84
AP 00445805 06/12/2024 ASCENT ENVIRONMENTAL INC 31,385.07 0.00 31,385.07
***AP 00445806 06/12/2024 AUFBAU CORPORATION 11,210.63 11,210.62 22,421.25
AP 00445807 06/12/2024 AVAST ENTERTAINMENT 560.00 0.00 560.00
AP 00445808 06/12/2024 B & H PHOTO-VIDEO 16,152.68 0.00 16,152.68
AP 00445809 06/12/2024 BACKFLOW PARTS USA 1,099.60 0.00 1,099.60
AP 00445810 06/12/2024 BARRIGA, NADINE 7.76 0.00 7.76
AP 00445811 06/12/2024 BEACON ATHLETICS LLC 598.02 0.00 598.02
AP 00445812 06/12/2024 BEDAZZLE MY EVENTS 0.00 1,590.00 1,590.00
AP 00445813 06/12/2024 BERLITZ LANGUAGES INC 600.00 0.00 600.00
AP 00445814 06/12/2024 BMLA INC 5,850.00 0.00 5,850.00
AP 00445815 06/12/2024 BOOT BARN INC 3,212.03 0.00 3,212.03
AP 00445816 06/12/2024 BOYD, PRESTON 650.00 0.00 650.00
AP 00445817 06/12/2024 BRICE, AUSTIN DEE 1.52 0.00 1.52
AP 00445818 06/12/2024 C V W D 0.00 391.08 391.08
AP 00445819 06/12/2024 C V W D 0.00 517.90 517.90
AP 00445821 06/12/2024 C V W D 14,259.08 0.00 14,259.08
AP 00445822 06/12/2024 CAL FIRE 0.00 1,350.00 1,350.00
AP 00445823 06/12/2024 CAL FIRE / OSFM / FIRE ENGINEERING 0.00 175.00 175.00
07:47:26
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Page 22
Agenda Check Register
RANCHO CUCAMONGA FIRE PROTECTION DISTRICT
Excluding So Calif Gas Company.
AND
CITY OF RANCHO CUCAMONGA
6/10/2024 through 7/7/2024
Check No.Check Date Vendor Name City Fire Amount
AP 00445824 06/12/2024 CALIF UNDERGROUND FAC SAFE EXCAVATION BOARD 48.82 0.00 48.82
AP 00445825 06/12/2024 CALIFORNIA PPE RECON INC 0.00 1,933.00 1,933.00
AP 00445826 06/12/2024 CALIFORNIA, STATE OF 100.00 0.00 100.00
AP 00445827 06/12/2024 CalPERS LONG-TERM CARE PROGRAM 221.35 0.00 221.35
AP 00445828 06/12/2024 CASTILLO, RAAMSES 3,150.00 0.00 3,150.00
AP 00445829 06/12/2024 CENTENO, JASON 0.00 320.00 320.00
AP 00445830 06/12/2024 CHIEF ELECTRIC INC 2,080.00 0.00 2,080.00
AP 00445831 06/12/2024 CHOI, ELLEN 44.09 0.00 44.09
***AP 00445832 06/12/2024 CINTAS CORPORATION 2,011.03 798.66 2,809.69
AP 00445833 06/12/2024 CITRUS MOTORS ONTARIO INC 1,835.79 0.00 1,835.79
AP 00445834 06/12/2024 CITY RENTALS 0.00 723.35 723.35
AP 00445835 06/12/2024 COAST FITNESS REPAIR SHOP 300.00 0.00 300.00
AP 00445836 06/12/2024 COLTS LANDSCAPE INC 54,555.55 0.00 54,555.55
AP 00445837 06/12/2024 COMPUTERSHARE TRUST COMPANY NA 1,000.00 0.00 1,000.00
AP 00445838 06/12/2024 CORDOVA, JACOB 82.53 0.00 82.53
AP 00445839 06/12/2024 CSSD/CASH PROCESSING 171.91 0.00 171.91
AP 00445840 06/12/2024 CUMMINS SALES & SERVICE 0.00 2,493.56 2,493.56
AP 00445841 06/12/2024 D & K CONCRETE COMPANY 713.84 0.00 713.84
AP 00445842 06/12/2024 DAISYECO INC 365.10 0.00 365.10
AP 00445843 06/12/2024 DEPARTMENT OF JUSTICE 1,066.00 0.00 1,066.00
AP 00445845 06/12/2024 DIRECTV 85.62 0.00 85.62
AP 00445846 06/12/2024 DRUMHELLER, GEORGE 46.64 0.00 46.64
AP 00445847 06/12/2024 EICKHOLT, PATRICIA 0.00 43.06 43.06
AP 00445848 06/12/2024 EMERGENCY MEDICAL SERVICES AUTHORITY 0.00 300.00 300.00
***AP 00445849 06/12/2024 ENKO SYSTEMS INC 520.70 797.44 1,318.14
AP 00445850 06/12/2024 ENVIRONMENT PLANNING DVMT SOLUTIONS 17,287.06 0.00 17,287.06
AP 00445851 06/12/2024 EPSILON ENGINEERING INC 191,882.90 0.00 191,882.90
AP 00445852 06/12/2024 ESSENTIAL PACKS LLC 1,459.50 0.00 1,459.50
AP 00445853 06/12/2024 ESTEBAN, JULIET 500.00 0.00 500.00
AP 00445854 06/12/2024 EWING IRRIGATION PRODUCTS INC 3,168.04 0.00 3,168.04
AP 00445855 06/12/2024 EXECUTIVE DETAIL SERVICES 0.00 740.00 740.00
AP 00445856 06/12/2024 EXPERIAN 52.00 0.00 52.00
AP 00445857 06/12/2024 FACTORY MOTOR PARTS 0.00 104.15 104.15
AP 00445858 06/12/2024 FERGUSON ENTERPRISES LLC #1350 612.01 0.00 612.01
AP 00445859 06/12/2024 FIALLOS, WILSON 1,875.00 0.00 1,875.00
AP 00445860 06/12/2024 FIREFIGHTERS' SAFETY CENTER INC 0.00 1,447.51 1,447.51
AP 00445861 06/12/2024 FIRST AID 2000 482.83 0.00 482.83
AP 00445862 06/12/2024 FOWLER, JAKE 2,000.00 0.00 2,000.00
AP 00445863 06/12/2024 FOX, JEFFREY A 5,000.00 0.00 5,000.00
AP 00445864 06/12/2024 FULL SPECTRUM EDUCATIONAL SERVICES 1,500.00 0.00 1,500.00
AP 00445865 06/12/2024 GATEWAY PET CEMETERY & CREMATORY 500.00 0.00 500.00
AP 00445866 06/12/2024 GITI TIRES 6.72 0.00 6.72
AP 00445867 06/12/2024 GLOBALSTAR USA 178.09 0.00 178.09
AP 00445868 06/12/2024 GORKA, CRISTINA 95.81 0.00 95.81
AP 00445869 06/12/2024 GRAINGER 3,857.65 0.00 3,857.65
AP 00445870 06/12/2024 GRAYBAR ELECTRIC COMPANY INC 24,256.98 0.00 24,256.98
AP 00445871 06/12/2024 HILL'S PET NUTRITION SALES INC 460.90 0.00 460.90
07:47:26
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Page 23
Agenda Check Register
RANCHO CUCAMONGA FIRE PROTECTION DISTRICT
Excluding So Calif Gas Company.
AND
CITY OF RANCHO CUCAMONGA
6/10/2024 through 7/7/2024
Check No.Check Date Vendor Name City Fire Amount
AP 00445872 06/12/2024 HINDERLITER DE LLAMAS & ASSOCIATES 30,796.32 0.00 30,796.32
AP 00445873 06/12/2024 HOLLIDAY ROCK CO INC 196.11 0.00 196.11
AP 00445874 06/12/2024 HUDSON AUDIO WORKS 4,500.00 0.00 4,500.00
AP 00445875 06/12/2024 IDEXX DISTRIBUTION INC 7.08 0.00 7.08
***AP 00445876 06/12/2024 INDEPENDENT ROOFING CONSULTANTS 8,750.00 2,400.00 11,150.00
AP 00445877 06/12/2024 ITRON INC 11,521.68 0.00 11,521.68
AP 00445878 06/12/2024 JRC HOUSING 1,336.50 0.00 1,336.50
AP 00445879 06/12/2024 JUST SAY SO LLC 3,000.00 0.00 3,000.00
***AP 00445880 06/12/2024 K-K WOODWORKING 279.87 2,399.82 2,679.69
AP 00445881 06/12/2024 KAISER FOUNDATION HEALTH PLAN INC 258,154.12 0.00 258,154.12
AP 00445882 06/12/2024 KENDRICK, JUSTIN 64.60 0.00 64.60
AP 00445883 06/12/2024 KIM, JONG 64.87 0.00 64.87
AP 00445884 06/12/2024 KIM, RICHARD 72.70 0.00 72.70
AP 00445885 06/12/2024 KINGDOM CALIBRATIONS INC 0.00 140.00 140.00
AP 00445886 06/12/2024 LA VERNE POWER EQUIPMENT INC 42.50 0.00 42.50
AP 00445887 06/12/2024 LANCE SOLL & LUNGHARD 4,050.00 0.00 4,050.00
AP 00445888 06/12/2024 LEAD TECH ENVIRONMENTAL 614.00 0.00 614.00
AP 00445889 06/12/2024 LEE, STACY 103.43 0.00 103.43
AP 00445890 06/12/2024 LIEBERT CASSIDY WHITMORE 3,826.50 0.00 3,826.50
AP 00445891 06/12/2024 LILBURN CORPORATION 13,770.00 0.00 13,770.00
AP 00445892 06/12/2024 LITTLE BEAR PRODUCTIONS 6,200.00 0.00 6,200.00
AP 00445893 06/12/2024 LIU, YANCHEN 110.69 0.00 110.69
AP 00445894 06/12/2024 LN CURTIS & SONS 0.00 5,160.07 5,160.07
AP 00445895 06/12/2024 LOZANO SMITH LLP 819.25 0.00 819.25
AP 00445896 06/12/2024 LU, WEIJIAN 79.81 0.00 79.81
***AP 00445897 06/12/2024 MESA ENERGY SYSTEMS INC 42,633.85 5,499.66 48,133.51
AP 00445898 06/12/2024 MONTANO, ELIZABETH 42.55 0.00 42.55
AP 00445899 06/12/2024 MOTOROLA SOLUTIONS INC 0.00 128,976.75 128,976.75
***AP 00445900 06/12/2024 MRC SMART TECHNOLOGY SOLUTIONS 2,080.13 123.37 2,203.50
AP 00445901 06/12/2024 MWI ANIMAL HEALTH 1,206.93 0.00 1,206.93
AP 00445902 06/12/2024 NETOP TECH INC 179.80 0.00 179.80
AP 00445903 06/12/2024 NUNEZ, FLAVIO 61.97 0.00 61.97
***AP 00445904 06/12/2024 OCCUPATIONAL HEALTH CENTERS OF CA 37.00 297.00 334.00
***AP 00445905 06/12/2024 ODP BUSINESS SOLUTIONS LLC 1,018.77 289.21 1,307.98
AP 00445906 06/12/2024 OPENDOOR LABS INC 76.14 0.00 76.14
AP 00445907 06/12/2024 P.A.D TACTICAL 0.00 1,528.50 1,528.50
AP 00445908 06/12/2024 PAPE MATERIAL HANDLING 1,550.42 0.00 1,550.42
AP 00445909 06/12/2024 PARTY ALL THE TIME 713.00 0.00 713.00
AP 00445910 06/12/2024 PEPE'S TOWING SERVICE 1,050.00 0.00 1,050.00
***AP 00445911 06/12/2024 PFM ASSET MANAGEMENT LLC 16,619.42 2,721.54 19,340.96
AP 00445912 06/12/2024 PLUNKETT, AMANDA 200.00 0.00 200.00
AP 00445913 06/12/2024 PORAC 120.00 0.00 120.00
AP 00445914 06/12/2024 PORAC LEGAL DEFENSE FUND 240.00 0.00 240.00
AP 00445915 06/12/2024 POSTAL PERFECT 255.00 0.00 255.00
AP 00445916 06/12/2024 POWELL, RON 66.18 0.00 66.18
AP 00445917 06/12/2024 PRE-PAID LEGAL SERVICES INC 317.68 0.00 317.68
AP 00445918 06/12/2024 PRO SPRAY EQUIPMENT 148.40 0.00 148.40
07:47:26
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Page 24
Agenda Check Register
RANCHO CUCAMONGA FIRE PROTECTION DISTRICT
Excluding So Calif Gas Company.
AND
CITY OF RANCHO CUCAMONGA
6/10/2024 through 7/7/2024
Check No.Check Date Vendor Name City Fire Amount
AP 00445919 06/12/2024 PROPS & MEASURES STRATEGIC COMMUNICATIONS 5,500.00 0.00 5,500.00
AP 00445920 06/12/2024 PUBLIC GROUP OF CA LLC, THE 1,852.60 0.00 1,852.60
AP 00445921 06/12/2024 QIN, VIVIANNA 143.29 0.00 143.29
AP 00445922 06/12/2024 QUADIENT INC 128.60 0.00 128.60
AP 00445923 06/12/2024 R3 CONSULTING GROUP INC 14,965.00 0.00 14,965.00
AP 00445924 06/12/2024 REHABWEST INC 465.50 0.00 465.50
AP 00445925 06/12/2024 REMY CORPORATION, THE 6,693.50 0.00 6,693.50
AP 00445926 06/12/2024 RYDIN 26.04 0.00 26.04
AP 00445927 06/12/2024 SAN BERNARDINO CNTY FIRE PROTECTION DIST 16.75 0.00 16.75
AP 00445928 06/12/2024 SAN BERNARDINO COUNTY 0.00 12,373.41 12,373.41
AP 00445929 06/12/2024 SAN BERNARDINO COUNTY FIRE CHIEF ASSOC 0.00 60.00 60.00
AP 00445930 06/12/2024 SAN BERNARDINO COUNTY 0.00 194.36 194.36
AP 00445931 06/12/2024 SBPEA 2,555.49 0.00 2,555.49
AP 00445932 06/12/2024 SBSD EVOC TRAINING CENTER 0.00 4,940.00 4,940.00
AP 00445933 06/12/2024 SCL 0.00 1,402.86 1,402.86
***AP 00445934 06/12/2024 SCOTT MCLEOD PLUMBING INC 8,759.00 495.00 9,254.00
AP 00445935 06/12/2024 SERAFIN, SOPHIA 124.27 0.00 124.27
AP 00445936 06/12/2024 SERRANO, DESIREE 48.25 0.00 48.25
***AP 00445937 06/12/2024 SHRED PROS 135.00 68.00 203.00
AP 00445938 06/12/2024 SIGN SHOP, THE 107.75 0.00 107.75
AP 00445939 06/12/2024 SITEONE LANDSCAPE SUPPLY LLC 5,673.95 0.00 5,673.95
AP 00445940 06/12/2024 SOCIAL VOCATIONAL SERVICES 4,752.00 0.00 4,752.00
AP 00445941 06/12/2024 SOFTWARE HOUSE INTERNATIONAL INC 50,412.57 0.00 50,412.57
***AP 00445942 06/12/2024 SOUTHERN CALIFORNIA EDISON 41,668.73 4,054.88 45,723.61
***AP 00445943 06/12/2024 SOUTHERN CALIFORNIA EDISON 940.48 2,194.43 3,134.91
AP 00445944 06/12/2024 SOUTHERN CALIFORNIA EDISON 77.14 0.00 77.14
AP 00445945 06/12/2024 SOUTHERN CALIFORNIA EDISON 139.32 0.00 139.32
AP 00445946 06/12/2024 SOUTHERN CALIFORNIA EDISON 812.75 0.00 812.75
AP 00445947 06/12/2024 SOUTHERN CALIFORNIA EDISON 1,753.44 0.00 1,753.44
AP 00445948 06/12/2024 SOUTHERN CALIFORNIA EDISON 1,631.97 0.00 1,631.97
AP 00445949 06/12/2024 SOUTHERN CALIFORNIA EDISON 409.82 0.00 409.82
AP 00445950 06/12/2024 SOUTHERN CALIFORNIA EDISON 5,860.36 0.00 5,860.36
AP 00445951 06/12/2024 SOUTHERN CALIFORNIA EDISON 94,500.00 0.00 94,500.00
AP 00445952 06/12/2024 SOVIC CREATIVE 11,000.00 0.00 11,000.00
AP 00445953 06/12/2024 STANDARD INSURANCE COMPANY 14,632.81 0.00 14,632.81
AP 00445954 06/12/2024 STANDARD INSURANCE COMPANY 2,844.96 0.00 2,844.96
***AP 00445955 06/12/2024 STANLEY PEST CONTROL 2,150.00 810.00 2,960.00
AP 00445956 06/12/2024 STOTZ EQUIPMENT 260.34 0.00 260.34
AP 00445957 06/12/2024 TELEFLEX LLC 0.00 2,386.00 2,386.00
AP 00445958 06/12/2024 THOMPSON PLUMBING SUPPLY INC 1,495.38 0.00 1,495.38
AP 00445959 06/12/2024 THOMSON REUTERS - WEST 387.00 0.00 387.00
AP 00445960 06/12/2024 TORO TOWING 300.00 0.00 300.00
AP 00445961 06/12/2024 TRANSTECH ENGINEERS INC 209.00 0.00 209.00
AP 00445962 06/12/2024 TRYFYTT 1,785.00 0.00 1,785.00
AP 00445963 06/12/2024 TSAI FONG BOOKS INC 574.11 0.00 574.11
AP 00445964 06/12/2024 TUDYK, MICHAEL 0.00 400.00 400.00
AP 00445965 06/12/2024 TYLER, DESTINY 66.66 0.00 66.66
07:47:26
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Page 25
Agenda Check Register
RANCHO CUCAMONGA FIRE PROTECTION DISTRICT
Excluding So Calif Gas Company.
AND
CITY OF RANCHO CUCAMONGA
6/10/2024 through 7/7/2024
Check No.Check Date Vendor Name City Fire Amount
AP 00445966 06/12/2024 U.S. BANK PARS ACCT #6746022500 779.67 0.00 779.67
AP 00445967 06/12/2024 U.S. BANK PARS ACCT #6746022500 17,566.91 0.00 17,566.91
AP 00445968 06/12/2024 U.S. BANK PARS ACCT #6746022500 793.67 0.00 793.67
AP 00445969 06/12/2024 U.S. BANK PARS ACCT #6746022500 11,375.21 0.00 11,375.21
AP 00445970 06/12/2024 U.S. BANK PARS ACCT #6745033700 6,605.00 0.00 6,605.00
AP 00445971 06/12/2024 ULINE 755.14 0.00 755.14
AP 00445972 06/12/2024 UNDERGROUND SERVICE ALERT/SC 139.50 0.00 139.50
AP 00445973 06/12/2024 UNITED SITE SERVICES 305.29 0.00 305.29
AP 00445974 06/12/2024 UNITY COURIER SERVICE INC 1,409.40 0.00 1,409.40
AP 00445975 06/12/2024 UNIVERSAL FLEET SUPPLY 0.00 1,194.71 1,194.71
AP 00445976 06/12/2024 UPS 295.22 0.00 295.22
AP 00445977 06/12/2024 VALLEY POWER SYSTEMS INC 0.00 58.33 58.33
AP 00445978 06/12/2024 VCA CENTRAL ANIMAL HOSPITAL 387.75 0.00 387.75
AP 00445979 06/12/2024 VERIZON WIRELESS - LA 57.46 0.00 57.46
AP 00445980 06/12/2024 VERIZON WIRELESS - LA 5,864.94 0.00 5,864.94
AP 00445981 06/12/2024 VICTOR MEDICAL COMPANY 411.76 0.00 411.76
AP 00445982 06/12/2024 VOLVO CONSTRUCTION EQUIPMENT AND SERVICES 73,459.64 0.00 73,459.64
***AP 00445983 06/12/2024 VORTEX INDUSTRIES LLC 6,019.20 785.00 6,804.20
AP 00445984 06/12/2024 VSA INC 7,056.00 0.00 7,056.00
***AP 00445985 06/12/2024 WAXIE SANITARY SUPPLY 7,139.13 1,555.95 8,695.08
AP 00445986 06/12/2024 WEST COAST ARBORISTS INC 54,207.85 0.00 54,207.85
AP 00445987 06/12/2024 WEST COAST ARBORISTS INC 10,142.50 0.00 10,142.50
AP 00445988 06/12/2024 WEST END MATERIAL SUPPLY 200.62 0.00 200.62
AP 00445989 06/12/2024 WESTBOUND COMMUNICATIONS INC 11,547.21 0.00 11,547.21
AP 00445990 06/12/2024 WESTERN ARTS ALLIANCE 725.00 0.00 725.00
AP 00445991 06/12/2024 WESTERN EXTRICATION SPECIALISTS INC 0.00 810.00 810.00
AP 00445992 06/12/2024 WHITE CAP LP 590.50 0.00 590.50
AP 00445993 06/12/2024 WHITTIER FERTILIZER 1,944.89 0.00 1,944.89
AP 00445994 06/12/2024 WILKINSON, DAVID 0.00 225.00 225.00
AP 00445995 06/12/2024 WINZER CORPORATION 0.00 100.25 100.25
AP 00445996 06/12/2024 WORK BOOT WAREHOUSE 354.53 0.00 354.53
AP 00445997 06/12/2024 YAO, LICHUN 56.75 0.00 56.75
AP 00445998 06/12/2024 YUAN, CHUNYAN 25.90 0.00 25.90
AP 00445999 06/12/2024 ZOLL MEDICAL CORPORATION 0.00 2,727.52 2,727.52
AP 00446006 06/19/2024 ABLE BUILDING MAINTENANCE 12,306.00 0.00 12,306.00
AP 00446007 06/19/2024 AIRGAS USA LLC 70.59 0.00 70.59
AP 00446008 06/19/2024 AIRX UTILITY SURVEYORS INC 2,633.00 0.00 2,633.00
AP 00446009 06/19/2024 ALL STAR ELITE SPORTS 1,529.49 0.00 1,529.49
AP 00446010 06/19/2024 ALLIED UNIVERSAL SECURITY SERVICES 16,110.98 0.00 16,110.98
AP 00446011 06/19/2024 ALTA LAGUNA MOBILE HOME PARK - CA LLC 400.00 0.00 400.00
AP 00446012 06/19/2024 ALTA VISTA MOBILE HOME PARK 288.60 0.00 288.60
AP 00446013 06/19/2024 ALVAREZ, MARIA ELENA 567.00 0.00 567.00
AP 00446014 06/19/2024 AMERICAN RIGHT-OF-WAY INC 5,254.97 0.00 5,254.97
AP 00446015 06/19/2024 AMTECH ELEVATOR SERVICES 13,250.00 0.00 13,250.00
AP 00446016 06/19/2024 ANIMAL HEALTH DIAGNOSTIC CENTER 217.00 0.00 217.00
AP 00446017 06/19/2024 ANTELOPE EXPANSION 3B LLC 25,332.53 0.00 25,332.53
AP 00446018 06/19/2024 APX INC 774.47 0.00 774.47
07:47:26
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Time:CK_AGENDA_REG_PORTRAIT_CONSOLIDATED - CK: Agenda Check Register Portrait Layout
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Page 26
Agenda Check Register
RANCHO CUCAMONGA FIRE PROTECTION DISTRICT
Excluding So Calif Gas Company.
AND
CITY OF RANCHO CUCAMONGA
6/10/2024 through 7/7/2024
Check No.Check Date Vendor Name City Fire Amount
AP 00446019 06/19/2024 AQS MECHANICAL INC 194.74 0.00 194.74
AP 00446020 06/19/2024 AQUABIO ENVIRONMENTAL TECHNOLOGIES INC 1,742.94 0.00 1,742.94
AP 00446021 06/19/2024 ARROW RANCHO LLC 1,547.42 0.00 1,547.42
AP 00446022 06/19/2024 ARTZBERGER, KARI 77.82 0.00 77.82
AP 00446023 06/19/2024 ASCENT ENVIRONMENTAL INC 2,465.80 0.00 2,465.80
AP 00446024 06/19/2024 AVAST ENTERTAINMENT 560.00 0.00 560.00
AP 00446025 06/19/2024 BAKER & TAYLOR LLC 695.00 0.00 695.00
AP 00446026 06/19/2024 BARBARA'S ANSWERING SERVICE 552.00 0.00 552.00
AP 00446027 06/19/2024 BAST, KAROLYN 864.00 0.00 864.00
AP 00446028 06/19/2024 BISEK, DAWN TRICHE 312.00 0.00 312.00
AP 00446029 06/19/2024 BISHOP COMPANY 2,012.90 0.00 2,012.90
AP 00446030 06/19/2024 BLOW ENTERTAIMENT GROUP LLC 2,250.00 0.00 2,250.00
AP 00446031 06/19/2024 BORDIN SEMMER LLP 7,137.37 0.00 7,137.37
AP 00446032 06/19/2024 BOURLAND, CAROL JEAN 1,200.00 0.00 1,200.00
AP 00446033 06/19/2024 BOURLAND, CAROL JEAN 300.00 0.00 300.00
AP 00446034 06/19/2024 BOURLAND, CAROL JEAN 300.00 0.00 300.00
AP 00446035 06/19/2024 BPR CONSULTING GROUP LLC 11,180.74 0.00 11,180.74
AP 00446036 06/19/2024 BURRTEC WASTE INDUSTRIES INC 46,239.88 0.00 46,239.88
AP 00446037 06/19/2024 C V W D 504.98 0.00 504.98
***AP 00446042 06/19/2024 C V W D 66,601.20 656.41 67,257.61
AP 00446043 06/19/2024 CACTUS FEED AND SUPPLY INC 5,339.08 0.00 5,339.08
AP 00446044 06/19/2024 CALIF ASSOCIATION OF PUBLIC INFO OFFICIALS 275.00 0.00 275.00
***AP 00446045 06/19/2024 CALIF DEPT OF TAX & FEE ADMINISTRATION 1,917.56 749.10 2,666.66
AP 00446046 06/19/2024 CalPERS LONG-TERM CARE PROGRAM 221.35 0.00 221.35
AP 00446047 06/19/2024 CART RETRIEVAL INC 2,101.25 0.00 2,101.25
AP 00446048 06/19/2024 CARTAGENA, JULIO 127.11 0.00 127.11
AP 00446049 06/19/2024 CASA VOLANTE ESTATES 500.00 0.00 500.00
AP 00446050 06/19/2024 CCS ORANGE COUNTY JANITORIAL INC 69,135.36 0.00 69,135.36
AP 00446051 06/19/2024 CHAPARRAL HEIGHTS MOBILE HOME PARK 300.00 0.00 300.00
***AP 00446052 06/19/2024 CINTAS CORPORATION 3,203.50 196.59 3,400.09
AP 00446053 06/19/2024 CIRCLEPOINT 1,600.00 0.00 1,600.00
AP 00446054 06/19/2024 CITRUS MOTORS ONTARIO INC 930.13 0.00 930.13
AP 00446055 06/19/2024 CITY RENTALS 0.00 228.85 228.85
AP 00446056 06/19/2024 CLARK, KAREN 816.00 0.00 816.00
AP 00446057 06/19/2024 CLIMATEC LLC 2,922.00 0.00 2,922.00
AP 00446058 06/19/2024 COAST FITNESS REPAIR SHOP 3,137.18 0.00 3,137.18
AP 00446059 06/19/2024 COHEN, DEREK 38.80 0.00 38.80
AP 00446060 06/19/2024 COLLINS & COLLINS LLP 22,323.08 0.00 22,323.08
AP 00446061 06/19/2024 CONCEPT POWDER COATING 780.00 0.00 780.00
AP 00446062 06/19/2024 CONVERGINT TECHNOLOGIES LLC 23,045.00 0.00 23,045.00
AP 00446063 06/19/2024 CORE RANCHO LLC 30,000.00 0.00 30,000.00
AP 00446064 06/19/2024 CORODATA MEDIA STORAGE INC 90.10 0.00 90.10
AP 00446065 06/19/2024 COUNTS UNLIMITED 165.00 0.00 165.00
AP 00446066 06/19/2024 COVETRUS NORTH AMERICA 683.34 0.00 683.34
AP 00446067 06/19/2024 CREATIVE BRAIN LEARNING LLC 1,671.60 0.00 1,671.60
AP 00446068 06/19/2024 D & K CONCRETE COMPANY 591.01 0.00 591.01
AP 00446069 06/19/2024 DANCE TERRIFIC 808.50 0.00 808.50
07:47:26
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Time:CK_AGENDA_REG_PORTRAIT_CONSOLIDATED - CK: Agenda Check Register Portrait Layout
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Page 27
Agenda Check Register
RANCHO CUCAMONGA FIRE PROTECTION DISTRICT
Excluding So Calif Gas Company.
AND
CITY OF RANCHO CUCAMONGA
6/10/2024 through 7/7/2024
Check No.Check Date Vendor Name City Fire Amount
AP 00446070 06/19/2024 DATA ARC LLC 586.01 0.00 586.01
AP 00446071 06/19/2024 DIAZ, MELISSA 214.82 0.00 214.82
AP 00446073 06/19/2024 DIRECTV 107.24 0.00 107.24
AP 00446074 06/19/2024 DOLLARHIDE, GINGER 514.80 0.00 514.80
AP 00446075 06/19/2024 DREAMBOATS, THE 2,000.00 0.00 2,000.00
AP 00446077 06/19/2024 ECOHERO SHOW LLC, THE 6,600.00 0.00 6,600.00
AP 00446078 06/19/2024 EMPLOYMENT DEVELOPMENT DEPT 12,955.00 0.00 12,955.00
AP 00446079 06/19/2024 ENKO SYSTEMS INC 1,246.97 0.00 1,246.97
AP 00446080 06/19/2024 ENRIQUEZ, CAROL Z 4,900.00 0.00 4,900.00
AP 00446081 06/19/2024 EXPERIAN 50.00 0.00 50.00
AP 00446082 06/19/2024 F.R. ROOFING SERVICES 566.37 0.00 566.37
AP 00446083 06/19/2024 FEDERAL EXPRESS CORP 36.95 0.00 36.95
***AP 00446084 06/19/2024 FERGUSON ENTERPRISES LLC #1350 952.96 1,236.06 2,189.02
AP 00446085 06/19/2024 FERRY, DAWN ELLEN 112.50 0.00 112.50
AP 00446086 06/19/2024 FIALLOS, WILSON 2,106.00 0.00 2,106.00
AP 00446087 06/19/2024 FIRE APPARATUS SOLUTIONS 0.00 51.51 51.51
AP 00446088 06/19/2024 FIRSTCARBON SOLUTIONS 407.70 0.00 407.70
AP 00446089 06/19/2024 FREEMAN, DAVID 200.00 0.00 200.00
***AP 00446090 06/19/2024 FRONTIER COMM 1,292.51 354.10 1,646.61
***AP 00446091 06/19/2024 FRONTIER COMM 255.46 596.07 851.53
AP 00446092 06/19/2024 FUEL SERV 0.00 968.36 968.36
AP 00446093 06/19/2024 FULL SPECTRUM EDUCATIONAL SERVICES 350.00 0.00 350.00
AP 00446094 06/19/2024 FULL SPECTRUM EDUCATIONAL SERVICES 350.00 0.00 350.00
AP 00446095 06/19/2024 GEYSER EQUIPMENT LLC 3,803.81 0.00 3,803.81
AP 00446096 06/19/2024 GIFFORD, VERONICA 32.53 0.00 32.53
AP 00446097 06/19/2024 GILKEY, JOHN A 8,000.00 0.00 8,000.00
AP 00446098 06/19/2024 GIMMAL LLC 1,146.65 0.00 1,146.65
AP 00446099 06/19/2024 GIORDANO, MARIANNA 231.00 0.00 231.00
AP 00446100 06/19/2024 GLENN B DORNING INC 47.74 0.00 47.74
AP 00446101 06/19/2024 GONZALEZ, CATHY 600.00 0.00 600.00
AP 00446102 06/19/2024 GRACIANO, TAMMIE 0.00 20.00 20.00
***AP 00446103 06/19/2024 GRAINGER 7,766.69 1,062.44 8,829.13
AP 00446104 06/19/2024 GRAPHICS FACTORY PRINTING INC 96.98 0.00 96.98
AP 00446105 06/19/2024 GRAYBAR ELECTRIC COMPANY INC 84.05 0.00 84.05
AP 00446106 06/19/2024 GRIFFITH, NOAH 6.70 0.00 6.70
AP 00446107 06/19/2024 GROVES ON FOOTHILL, THE 200.00 0.00 200.00
AP 00446108 06/19/2024 HALE, BENJAMIN 400.00 0.00 400.00
AP 00446109 06/19/2024 HAULAWAY STORAGE CONTAINERS INC 119.84 0.00 119.84
AP 00446110 06/19/2024 HCI ENVIRONMENTAL & ENGINEERING SVC 2,930.00 0.00 2,930.00
AP 00446111 06/19/2024 HERITAGE WELLNESS COLLECTIVE 1,172.00 0.00 1,172.00
AP 00446112 06/19/2024 HERNANDEZ GROUP LLC 11,977.80 0.00 11,977.80
AP 00446113 06/19/2024 HILL'S PET NUTRITION SALES INC 6,609.98 0.00 6,609.98
AP 00446114 06/19/2024 HITCHCOCK CONSTRUCTION INC, H L 110,833.51 0.00 110,833.51
AP 00446115 06/19/2024 HOLLIDAY ROCK CO INC 7,011.59 0.00 7,011.59
AP 00446116 06/19/2024 HOMETOWN AMERICA - RAMONA VILLA MHP 300.00 0.00 300.00
AP 00446117 06/19/2024 HOSE-MAN INC 288.70 0.00 288.70
AP 00446118 06/19/2024 HR GREEN PACIFIC INC 3,244.65 0.00 3,244.65
07:47:26
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Time:CK_AGENDA_REG_PORTRAIT_CONSOLIDATED - CK: Agenda Check Register Portrait Layout
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Page 28
Agenda Check Register
RANCHO CUCAMONGA FIRE PROTECTION DISTRICT
Excluding So Calif Gas Company.
AND
CITY OF RANCHO CUCAMONGA
6/10/2024 through 7/7/2024
Check No.Check Date Vendor Name City Fire Amount
AP 00446119 06/19/2024 HUDSON AUDIO WORKS 4,500.00 0.00 4,500.00
AP 00446120 06/19/2024 ICMA 1,200.00 0.00 1,200.00
AP 00446121 06/19/2024 ICMA 1,200.00 0.00 1,200.00
AP 00446122 06/19/2024 IDEXX DISTRIBUTION INC 1,793.13 0.00 1,793.13
AP 00446123 06/19/2024 IDS GROUP INC 2,680.00 0.00 2,680.00
AP 00446124 06/19/2024 IMPERIAL COUNTY OFFICE OF EDUCATION 4,802.52 0.00 4,802.52
***AP 00446125 06/19/2024 INLAND OVERHEAD DOOR COMPANY 961.50 3,495.50 4,457.00
AP 00446126 06/19/2024 INLAND PRESORT & MAILING SERVICES 371.82 0.00 371.82
AP 00446127 06/19/2024 INLAND VALLEY DANCE ACADEMY 456.00 0.00 456.00
AP 00446128 06/19/2024 INTELESYS 0.00 11,350.46 11,350.46
AP 00446129 06/19/2024 INTERSTATE ALL BATTERY CENTER 454.97 0.00 454.97
AP 00446130 06/19/2024 INTERVET INC 2,693.75 0.00 2,693.75
AP 00446131 06/19/2024 IPERMIT 290.61 0.00 290.61
AP 00446132 06/19/2024 IPERMIT 277.55 0.00 277.55
AP 00446133 06/19/2024 K-K WOODWORKING 21.53 0.00 21.53
AP 00446134 06/19/2024 KEALEY, SEAN 47.05 0.00 47.05
AP 00446135 06/19/2024 KINDRED CORPORATION, THE 6,984.36 0.00 6,984.36
AP 00446136 06/19/2024 KLATCH COFFEE 837.59 0.00 837.59
AP 00446137 06/19/2024 LA VERNE POWER EQUIPMENT INC 128.87 0.00 128.87
AP 00446138 06/19/2024 LEIGHTON CONSULTING INC 21,000.00 0.00 21,000.00
AP 00446139 06/19/2024 LEVEL 3 COMMUNICATIONS LLC 4,030.66 0.00 4,030.66
AP 00446140 06/19/2024 LICHTMAN, OFER 0.00 4,251.63 4,251.63
AP 00446141 06/19/2024 LITTLE BEAR PRODUCTIONS 1,000.00 0.00 1,000.00
AP 00446142 06/19/2024 LITTLE, MARC 1,228.80 0.00 1,228.80
AP 00446143 06/19/2024 LOS ANGELES TIMES 1,089.63 0.00 1,089.63
***AP 00446146 06/19/2024 LOWES COMPANIES INC 7,757.37 3,649.79 11,407.16
AP 00446147 06/19/2024 LWDESIGNS LLC 1,595.00 0.00 1,595.00
AP 00446148 06/19/2024 MAIN STREET SIGNS 5,001.20 0.00 5,001.20
AP 00446150 06/19/2024 MAXWELL, ANTHONY 36.00 0.00 36.00
AP 00446151 06/19/2024 MAXWELL, MICHELLE 36.00 0.00 36.00
AP 00446152 06/19/2024 MC WIL SPORTS SURFACES INC 28,280.00 0.00 28,280.00
AP 00446153 06/19/2024 MCFADDEN-DALE HARDWARE 2,991.32 0.00 2,991.32
AP 00446154 06/19/2024 MCMASTER-CARR SUPPLY COMPANY 1,497.01 0.00 1,497.01
***AP 00446155 06/19/2024 MESA ENERGY SYSTEMS INC 65,474.73 1,534.74 67,009.47
AP 00446156 06/19/2024 MINUTEMAN PRESS 0.00 1,077.26 1,077.26
AP 00446157 06/19/2024 MITY LITE INC 6,591.36 0.00 6,591.36
AP 00446158 06/19/2024 MLXPERTS LLC 3,500.00 0.00 3,500.00
AP 00446159 06/19/2024 MMASC 125.00 0.00 125.00
AP 00446160 06/19/2024 MOBILE CITIZEN LLC 378.40 0.00 378.40
AP 00446161 06/19/2024 MONTGOMERY HARDWARE CO 45.47 0.00 45.47
AP 00446162 06/19/2024 MORALES, ROBERT 136.50 0.00 136.50
AP 00446163 06/19/2024 MORENO, DANNY 300.00 0.00 300.00
AP 00446164 06/19/2024 MOTIVE ENERGY LLC 1,275.94 0.00 1,275.94
***AP 00446165 06/19/2024 MRC SMART TECHNOLOGY SOLUTIONS 5,399.17 659.53 6,058.70
AP 00446166 06/19/2024 MUSIC TREE 1,620.00 0.00 1,620.00
AP 00446167 06/19/2024 MWI ANIMAL HEALTH 1,582.91 0.00 1,582.91
AP 00446168 06/19/2024 NBS 4,296.07 0.00 4,296.07
07:47:26
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Report:
Page 29
Agenda Check Register
RANCHO CUCAMONGA FIRE PROTECTION DISTRICT
Excluding So Calif Gas Company.
AND
CITY OF RANCHO CUCAMONGA
6/10/2024 through 7/7/2024
Check No.Check Date Vendor Name City Fire Amount
AP 00446169 06/19/2024 NEIGHBORS, ZACK 273.31 0.00 273.31
AP 00446170 06/19/2024 NEWCO DISTRIBUTORS INC 1,386.53 0.00 1,386.53
AP 00446171 06/19/2024 NEWTON, CRAIG 400.00 0.00 400.00
AP 00446172 06/19/2024 ODP BUSINESS SOLUTIONS LLC 1,140.40 0.00 1,140.40
AP 00446173 06/19/2024 ONLY CREMATIONS FOR PETS INC 1,189.00 0.00 1,189.00
AP 00446174 06/19/2024 ONWARD ENGINEERING 26,727.50 0.00 26,727.50
AP 00446175 06/19/2024 PACIFIC 4 1,705.44 0.00 1,705.44
AP 00446176 06/19/2024 PALACIOS, JENNIFER 131.22 0.00 131.22
AP 00446177 06/19/2024 PATTERSON, SARAH 100.00 0.00 100.00
AP 00446178 06/19/2024 PATTON SALES CORP 541.06 0.00 541.06
AP 00446179 06/19/2024 PAZMINO, EDGAR P 500.00 0.00 500.00
AP 00446180 06/19/2024 PERIMETER SOLUTIONS LP 0.00 11,792.16 11,792.16
AP 00446181 06/19/2024 PIP PRINTING 689.60 0.00 689.60
AP 00446182 06/19/2024 PRICE, LORI 27.00 0.00 27.00
AP 00446183 06/19/2024 PYRO SPECTACULARS INC 20,806.00 0.00 20,806.00
AP 00446184 06/19/2024 RAJKARAN, NOGIVENNAME 109.21 0.00 109.21
AP 00446185 06/19/2024 RANCHO CUCAMONGA CHAMBER OF COMMERCE 2,289.30 0.00 2,289.30
AP 00446186 06/19/2024 RANCHO CUCAMONGA CHAMBER OF COMMERCE 450.00 0.00 450.00
AP 00446187 06/19/2024 RANCHO SMOG CENTER 249.75 0.00 249.75
AP 00446188 06/19/2024 RDO EQUIPMENT COMPANY 3,730.77 0.00 3,730.77
AP 00446189 06/19/2024 REINIS, JUAN 0.00 230.52 230.52
AP 00446190 06/19/2024 REMY CORPORATION, THE 14,687.50 0.00 14,687.50
AP 00446191 06/19/2024 RHA LANDSCAPE ARCHITECTS-PLANNERS INC 7,615.54 0.00 7,615.54
AP 00446192 06/19/2024 SAFEWAY SIGN COMPANY 26,513.12 0.00 26,513.12
AP 00446193 06/19/2024 SAM'S CLUB / SYNCHRONY BANK 65.05 0.00 65.05
AP 00446194 06/19/2024 SAM'S CLUB / SYNCHRONY BANK 47.02 0.00 47.02
AP 00446195 06/19/2024 SAMPLE, NANCY L 259.20 0.00 259.20
AP 00446196 06/19/2024 SAN BERNARDINO CNTY FIRE PROTECTION DIST 0.00 100.00 100.00
AP 00446197 06/19/2024 SAN BERNARDINO CNTY FIRE PROTECTION DIST 10.00 0.00 10.00
AP 00446198 06/19/2024 SAN BERNARDINO CO AUDITOR CONT 8,486.29 0.00 8,486.29
AP 00446199 06/19/2024 SAN BERNARDINO COUNTY 15,216.72 0.00 15,216.72
AP 00446200 06/19/2024 SAN BERNARDINO COUNTY 15,216.72 0.00 15,216.72
AP 00446201 06/19/2024 SC WESTBURY LIMITED PARTNERSHIP 15,000.00 0.00 15,000.00
AP 00446202 06/19/2024 SCOTT MCLEOD PLUMBING INC 9,209.27 0.00 9,209.27
AP 00446203 06/19/2024 SIGURDSON, JADE MICHAEL ANNE 1,260.00 0.00 1,260.00
AP 00446206 06/19/2024 SITEONE LANDSCAPE SUPPLY LLC 34,459.76 0.00 34,459.76
AP 00446207 06/19/2024 SKYDIO INC 3,733.18 0.00 3,733.18
AP 00446208 06/19/2024 SMITH, THERESE 13.03 0.00 13.03
AP 00446209 06/19/2024 SOCA ARTS 1,688.40 0.00 1,688.40
AP 00446212 06/19/2024 SOLORIO, KIMBERLY 62.32 0.00 62.32
AP 00446213 06/19/2024 SOUTH WEST SOLAR INC 159.39 0.00 159.39
AP 00446214 06/19/2024 SOUTH WEST SOLAR INC 101.20 0.00 101.20
AP 00446215 06/19/2024 SOUTHERN CALIFORNIA NEWS GROUP 5,670.41 0.00 5,670.41
AP 00446216 06/19/2024 SPIEGEL, TANYA 118.72 0.00 118.72
***AP 00446217 06/19/2024 STANLEY PEST CONTROL 2,220.00 740.00 2,960.00
AP 00446218 06/19/2024 STOTZ EQUIPMENT 2,724.80 0.00 2,724.80
AP 00446219 06/19/2024 SUCH A VOICE LLC 63.00 0.00 63.00
07:47:26
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Time:CK_AGENDA_REG_PORTRAIT_CONSOLIDATED - CK: Agenda Check Register Portrait Layout
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Page 30
Agenda Check Register
RANCHO CUCAMONGA FIRE PROTECTION DISTRICT
Excluding So Calif Gas Company.
AND
CITY OF RANCHO CUCAMONGA
6/10/2024 through 7/7/2024
Check No.Check Date Vendor Name City Fire Amount
AP 00446220 06/19/2024 SUNBELT FLOORING INC 57,800.00 0.00 57,800.00
AP 00446221 06/19/2024 SUNRUN INSTALLATION SERVICES INC 157.36 0.00 157.36
AP 00446222 06/19/2024 SUPERIOR PAVEMENT MARKINGS INC 40,898.09 0.00 40,898.09
AP 00446223 06/19/2024 SYCAMORE VILLA MOBILE HOME PARK 200.00 0.00 200.00
AP 00446224 06/19/2024 T&B PLANNING INC 3,876.25 0.00 3,876.25
AP 00446225 06/19/2024 TESLA ENERGY 67.86 0.00 67.86
AP 00446226 06/19/2024 THOMPSON PLUMBING SUPPLY INC 6,522.90 0.00 6,522.90
AP 00446227 06/19/2024 TIREHUB LLC 732.35 0.00 732.35
AP 00446228 06/19/2024 TOMCO CNG INC 4,602.54 0.00 4,602.54
AP 00446229 06/19/2024 TORTI GALLAS & PARTNERS INC 2,775.00 0.00 2,775.00
AP 00446230 06/19/2024 TRANSWEST TRUCK CENTER LLC 2,279.12 0.00 2,279.12
AP 00446231 06/19/2024 TRYFYTT 2,552.90 0.00 2,552.90
AP 00446232 06/19/2024 TYUS, IDA 945.00 0.00 945.00
AP 00446233 06/19/2024 ULINE 352.19 0.00 352.19
AP 00446234 06/19/2024 UNITED RENTALS NORTH AMERICA INC 2,150.97 0.00 2,150.97
AP 00446235 06/19/2024 UNITED SITE SERVICES 237.87 0.00 237.87
***AP 00446236 06/19/2024 UPS 49.41 28.54 77.95
AP 00446237 06/19/2024 VCA CENTRAL ANIMAL HOSPITAL 2,544.63 0.00 2,544.63
AP 00446238 06/19/2024 VELOCITY TRUCK CENTERS 261.28 0.00 261.28
AP 00446239 06/19/2024 VERIZON WIRELESS - LA 0.00 9,640.97 9,640.97
AP 00446240 06/19/2024 VETS CHOICE RADIOLOGY 119.00 0.00 119.00
AP 00446241 06/19/2024 VISTA PAINT 321.42 0.00 321.42
AP 00446242 06/19/2024 VULCAN MATERIALS COMPANY 228.46 0.00 228.46
AP 00446243 06/19/2024 W-TRANS 4,202.50 0.00 4,202.50
AP 00446244 06/19/2024 WALTERS WHOLESALE ELECTRIC CO 237.56 0.00 237.56
AP 00446245 06/19/2024 WAXIE SANITARY SUPPLY 11,000.18 0.00 11,000.18
AP 00446246 06/19/2024 WEST COAST ARBORISTS INC 9,803.50 0.00 9,803.50
AP 00446247 06/19/2024 WHITTIER FERTILIZER 678.83 0.00 678.83
AP 00446248 06/19/2024 WILBUR-ELLIS COMPANY 12,652.29 0.00 12,652.29
AP 00446249 06/19/2024 WT CONSTRUCTION SERVICES INC 1,924.56 0.00 1,924.56
AP 00446250 06/19/2024 WT CONSTRUCTION SERVICES INC 25,380.56 0.00 25,380.56
AP 00446251 06/20/2024 CONOR CONSTRUCTION 1,706.25 0.00 1,706.25
AP 00446253 06/20/2024 PHILLIPS, JENIFER 2,000.00 0.00 2,000.00
AP 00446254 06/20/2024 WEST COAST SAND & GRAVEL INC 1,375.40 0.00 1,375.40
AP 00446255 06/20/2024 WESTERN CHAPTER ISA 380.00 0.00 380.00
AP 00446256 06/20/2024 WESTLAND GROUP INC 7,990.00 0.00 7,990.00
AP 00446257 06/20/2024 WT CONSTRUCTION SERVICES INC 648.00 0.00 648.00
AP 00446258 06/25/2024 DOMINICK, CHARLENE 0.00 291.15 291.15
AP 00446259 06/25/2024 RODRIGUEZ, VICTOR 0.00 739.30 739.30
AP 00446260 06/25/2024 SPAGNOLO, VIOLA 0.00 248.83 248.83
AP 00446261 06/25/2024 WALKER, KENNETH 0.00 291.15 291.15
AP 00446271 06/26/2024 C V W D 78.57 0.00 78.57
AP 00446272 06/26/2024 C V W D 86.57 0.00 86.57
***AP 00446277 06/26/2024 C V W D 90,670.33 1,266.36 91,936.69
AP 00446278 06/26/2024 CALIFORNIA, STATE OF 100.00 0.00 100.00
AP 00446279 06/26/2024 CSSD/CASH PROCESSING 171.91 0.00 171.91
AP 00446280 06/26/2024 FEDERAL EXPRESS CORP 57.38 0.00 57.38
07:47:26
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Agenda Check Register
RANCHO CUCAMONGA FIRE PROTECTION DISTRICT
Excluding So Calif Gas Company.
AND
CITY OF RANCHO CUCAMONGA
6/10/2024 through 7/7/2024
Check No.Check Date Vendor Name City Fire Amount
***AP 00446281 06/26/2024 FRONTIER COMM 2,472.12 687.58 3,159.70
AP 00446282 06/26/2024 MAMA SAID ENTERTAINMENT 1,800.00 0.00 1,800.00
AP 00446283 06/26/2024 SBPEA 2,543.77 0.00 2,543.77
***AP 00446285 06/26/2024 SOUTHERN CALIFORNIA EDISON 51,366.64 1,810.93 53,177.57
AP 00446286 06/26/2024 SOUTHERN CALIFORNIA EDISON 1,006.55 0.00 1,006.55
AP 00446287 06/26/2024 SOUTHERN CALIFORNIA EDISON 706.51 0.00 706.51
AP 00446288 06/26/2024 SOUTHERN CALIFORNIA EDISON 68,232.61 0.00 68,232.61
$6,546,452.22
$6,947,398.77
$400,946.55
Note:
Grand Total:
Total Fire:
Total City:
*** Check Number includes both City and Fire District expenditures
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DATE DESCRIPTION CITY FIRE AMOUNT
5/1 U.S. BANK - Purchasing Card Payment 109,428.50 39,031.71 148,460.21
5/1 Workers Comp - Fire Account Transfer 1,562.30 1,562.30
5/2 Bank Fee 118.05 118.05
5/2 STATE DISBURSEMENT UNIT - Child Support Payments 2,781.68 2,781.68
5/2 STATE DISBURSEMENT UNIT - Child Support Payments 1,264.26 1,264.26
5/2 Workers Comp - City Account Transfer 481.37 481.37
5/2 Workers Comp - Fire Account Transfer 992.96 992.96
5/3 CALPERS - City - Retirement Account Deposit 109,457.50 109,457.50
5/3 CALPERS - City - Retirement Account Deposit 100,890.57 100,890.57
5/3 CALPERS - Fire - Retirement Account Deposit 108,208.96 108,208.96
5/3 CALPERS - Fire - Retirement Account Deposit 70,806.15 70,806.15
5/3 CALPERS - Fire - Retirement Account Deposit 12,586.91 12,586.91
5/3 CALPERS - Fire - Retirement Account Deposit 6,118.92 6,118.92
5/3 CALPERS - Fire - Retirement Account Deposit 3,090.14 3,090.14
5/3 CALPERS - Fire - Retirement Account Deposit 2,793.07 2,793.07
5/3 WIRE PAYMENT - RCMU CAISO 12,911.19 12,911.19
5/6 Workers Comp - City Account Transfer 2,990.78 2,990.78
5/6 Workers Comp - Fire Account Transfer 4,193.05 4,193.05
5/7 Workers Comp - Fire Account Transfer 161.24 161.24
5/8 Workers Comp - City Account Transfer 75.00 75.00
5/8 Workers Comp - Fire Account Transfer 2,851.04 2,851.04
5/9 Workers Comp - City Account Transfer 2,925.00 2,925.00
5/9 Workers Comp - Fire Account Transfer 924.46 924.46
5/10 Workers Comp - City Account Transfer 709.90 709.90
5/10 Workers Comp - Fire Account Transfer 1,750.69 1,750.69
5/13 Workers Comp - City Account Transfer 1,790.45 1,790.45
5/13 Workers Comp - Fire Account Transfer 2,261.16 2,261.16
5/14 Workers Comp - City Account Transfer 1,304.85 1,304.85
5/14 Workers Comp - Fire Account Transfer 1,640.45 1,640.45
5/15 Workers Comp - City Account Transfer 1,403.81 1,403.81
5/15 Workers Comp - Fire Account Transfer 4,662.53 4,662.53
5/16 CALPERS - City - Retirement Account Deposit 109,277.30 109,277.30
5/16 CALPERS - City - Retirement Account Deposit 100,795.06 100,795.06
5/16 CALPERS - Fire - Retirement Account Deposit 108,269.97 108,269.97
5/16 CALPERS - Fire - Retirement Account Deposit 70,075.59 70,075.59
5/16 CALPERS - Fire - Retirement Account Deposit 12,586.91 12,586.91
5/16 CALPERS - Fire - Retirement Account Deposit 6,118.92 6,118.92
5/16 CALPERS - Fire - Retirement Account Deposit 3,090.15 3,090.15
5/16 CALPERS - Fire - Retirement Account Deposit 2,793.07 2,793.07
5/16 STATE DISBURSEMENT UNIT - Child Support Payments 2,781.68 2,781.68
5/16 STATE DISBURSEMENT UNIT - Child Support Payments 1,264.26 1,264.26
5/16 Workers Comp - City Account Transfer 187.37 187.37
5/16 Workers Comp - Fire Account Transfer 116.72 116.72
5/17 WIRE PAYMENT - RCMU CAISO 84,977.43 84,977.43
5/17 Workers Comp - City Account Transfer 1,452.11 1,452.11
5/17 Workers Comp - Fire Account Transfer 331.88 331.88
5/20 Workers Comp - City Account Transfer 3,517.66 3,517.66
5/20 WIRE PAYMENT - FIRE SEC 115 CONTRIBUTION 1,900,000.00 1,900,000.00
5/20 WIRE PAYMENT - CITY SEC 115 CONTRIBUTION 750,000.00 750,000.00
5/21 CALPERS - Fire - Retirement Account Deposit 3,820,000.00 3,820,000.00
5/21 Workers Comp - Fire Account Transfer 3,079.42 3,079.42
5/23 Workers Comp - City Account Transfer 313.63 313.63
5/23 Workers Comp - Fire Account Transfer 74.50 74.50
5/24 Workers Comp - City Account Transfer 800.00 800.00
5/24 Workers Comp - Fire Account Transfer 2,440.47 2,440.47
5/28 WIRE PAYMENT - RCMU CAISO 8,470.99 8,470.99
5/28 Workers Comp - City Account Transfer 475.76 475.76
5/28 Workers Comp - Fire Account Transfer 1,623.79 1,623.79
5/28 WIRE PAYMENT -PROPERTY PURCHASE 25,000.00 25,000.00
5/29 CALPERS - Fire - Retirement Account Deposit 234,103.17 234,103.17
5/29 Workers Comp - City Account Transfer 1,477.38 1,477.38
5/29 Workers Comp - Fire Account Transfer 4,524.75 4,524.75
5/30 CALPERS - Fire - Retirement Account Deposit 108,269.97 108,269.97
5/30 CALPERS - Fire - Retirement Account Deposit 72,385.67 72,385.67
5/30 CALPERS - Fire - Retirement Account Deposit 12,586.91 12,586.91
5/30 CALPERS - Fire - Retirement Account Deposit 8,898.15 8,898.15
5/30 CALPERS - Fire - Retirement Account Deposit 2,793.07 2,793.07
5/30 CALPERS - Fire - Retirement Account Deposit 1,399.34 1,399.34
5/30 STATE DISBURSEMENT UNIT - Child Support Payments 2,781.68 2,781.68
5/30 Workers Comp - Fire Account Transfer 622.97 622.97
5/31 CALPERS - City - Retirement Account Deposit 111,120.63 111,120.63
5/31 CALPERS - City - Retirement Account Deposit 100,589.84 100,589.84
5/31 WIRE PAYMENT - RCMU CAISO 7,987.32 7,987.32
5/31 Workers Comp - City Account Transfer 801.64 801.64
5/31 Workers Comp - Fire Account Transfer 481.28 481.28
TOTAL CITY 1,654,259.61
TOTAL FIRE 6,648,647.45
GRAND TOTAL 8,302,907.06
CITY OF RANCHO CUCAMONGA
AND
RANCHO CUCAMONGA FIRE PROTECTION DISTRICT
Electronic Debit Register
MAY 1, 2024 TO MAY 31, 2024
1
Page 33
DATE:July 17, 2024
TO:Mayor and Members of the City Council
President and Members of the Board of Directors
FROM:John R. Gillison, City Manager
INITIATED BY:Noah Daniels, 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 $17,893.75 Dated June 10, 2024, Through July 07, 2024.
(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 $16,889.85 and $1,003.90 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 34
Agenda Check Register
RANCHO CUCAMONGA FIRE PROTECTION DISTRICT
So Calif Gas Company Only.
AND
CITY OF RANCHO CUCAMONGA
6/10/2024 through 7/7/2024
Check No.Check Date Vendor Name City Fire Amount
AP 00446210 06/19/2024 SOCAL GAS 0.00 85.58 85.58
AP 00446211 06/19/2024 SOCAL GAS 943.40 0.00 943.40
***AP 00446284 06/26/2024 SOCAL GAS 15,946.45 918.32 16,864.77
$16,889.85
$17,893.75
$1,003.90
Note:
Grand Total:
Total Fire:
Total City:
*** Check Number includes both City and Fire District expenditures
07:54:04
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Page 35
DATE:July 17, 2024
TO:President and Members of the Board of Directors
FROM:John R. Gillison, City Manager
INITIATED BY:Mike McCliman, Fire Chief
Augie Barreda, Deputy Fire Chief
Michelle Cowles, Management Analyst II
SUBJECT:Consideration to Accept a Donated Van from Arrowhead Credit Union’s
ArrowHeart Foundation. (FIRE)
RECOMMENDATION:
Staff recommends the Fire Board of the Rancho Cucamonga Fire Protection District (District)
accept the donation of a 2021 White Ford Transit Cargo Van valued at $39,705 from Arrowhead
Credit Union’s (ACU) ArrowHeart Foundation.
BACKGROUND:
ACU was founded in 1949 by San Bernardino County employees and provided small loans and
payroll deductions to facilitate savings. It has since evolved into a full-service financial cooperative
offering car loans, home loans, and checking accounts.
Established in 2013 as a 501(c)(3) non-profit foundation, ArrowHeart Foundation gives back to
the community through partnerships with other 501(c)(3) non-profit organizations. The Foundation
believes in the philosophy of “people helping people.” Their work and the funds they raise stay
local, benefiting the people and communities ACU serves. The Foundation hosts over 100 events
annually and fulfills numerous donation requests through volunteerism, food and clothing
donations, distributing essential bags to the unhoused, and awarding academic scholarships.
The donated Ford transit cargo van, a V6 gasoline, rear-wheel drive vehicle with approximately
56,568 miles, will be used for various programs such as public education, fire prevention, and
community outreach.
ANALYSIS:
With the implementation of the Community Outreach and Support Team (COAST), this van will
be essential in providing on-the-street assistance and connecting individuals to vital services and
resources, enhancing the Fire District’s operational capabilities.
Accepting this donation fosters community involvement and support, strengthening the
relationship between the Fire District and community services.
FISCAL IMPACT:
There is no financial burden associated with accepting this donation. Maintenance and
operational costs will be managed within the Fire District’s approved budget.
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1
3
0
6
COUNCIL MISSION / VISION / GOAL(S) ADDRESSED:
This item combines portions of the Council’s vision and core values by significantly enhancing our
community outreach efforts, improving public safety, and promoting a safe and healthy community
for all.
ATTACHMENTS:
Attachment 1 – Arrowhead Credit Union Letter of Donation
Page 37
ATTACHMENT 1
Page 38
DATE:July 17, 2024
TO:President and Members of the Board of Directors
FROM:John R. Gillison, City Manager
INITIATED BY:Mike McCliman, Fire Chief
Augie Barreda, Deputy Fire Chief
Michelle Cowles, Management Analyst II
SUBJECT:Consideration of a Memorandum of Agreement with the San Bernardino
County Fire Protection District for Participation in the California Regional
Task Force 6. (FIRE)
RECOMMENDATION:
Staff recommends the Fire Board of the Rancho Cucamonga Fire Protection District (Fire District)
execute the Memorandum of Agreement (MOA) between the Fire District and the San Bernardino
County Fire Protection District (County) to participate in the California Regional Task Force 6 (CA-
RTF-6).
BACKGROUND:
The California Office of Emergency Services (Cal OES) coordinates various Urban Search and
Rescue (USAR) teams across the state. The County has played a critical role in regional disaster
response, particularly in providing specialized training and equipment for USAR operations.
The CA-RTF-6 involves the location rescue (extrication) and initial medical stabilization of victims
trapped in confined spaces. Structural collapse is most often the cause of victims being trapped,
but victims may also be trapped in mass transportation accidents, mines, and collapsed trenches.
California's emergency response plan relies significantly on twelve strategically positioned USAR
task Forces statewide. Among these, CA-RTF-6, administered by the County, comprises 29
teams of six individuals, including a firefighter, engineer, medical professional, Hazmat specialist,
canine/handler, and emergency manager with highly specialized training in urban search and
rescue environments. These teams serve as a resource for disaster response at local and state
levels. This status also allows the CA-RTF-6 to respond to requests for assistance from other
agencies in California when requested through the Master Mutual Aid System (MMA).
The MMA is a framework that provides a standardized approach for mutual aid requests and
responses. It ensures resources can be efficiently mobilized and deployed across different
jurisdictions during emergencies. The Fire District can request additional resources and support
from other agencies during large-scale incidents by participating in the system. The Fire District
has played a crucial role as a mutual aid provider within California's Fire Service and Rescue
Emergency Mutual Aid System.
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3
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6
ANALYSIS:
The Fire District has a history of collaboration with the County to ensure adequate disaster
response capabilities. By participating in CA-RTF-6, the Fire District will gain access to
specialized resources, equipment, and training, improving its capacity to respond to complex
emergencies, including earthquakes, floods, technological accidents, hazardous materials spills,
and other significant incidents.
Initially exclusive to the County, CA-RTF-6 now welcomes participation from other county
agencies to ensure sufficient staffing, maintain deployable resources, enhance inter-agency
cooperation, and improve service delivery.
The attached MOA outlines the duties, responsibilities, and scope of services, including required
training, operational protocols, and cost-sharing arrangements. The MOA is effective from July 1,
2024, through June 30, 2029, with an option for renewal.
Approval of the MOA will formalize the partnership between the Fire District and SBCFPD,
enhancing the District's ability to respond effectively to regional emergencies. It is recommended
the Fire Board approve the execution of this agreement.
FISCAL IMPACT:
There is no direct fiscal impact associated with the execution of the MOA. Approved participation
in CA-RTF-6 may lead to indirect cost savings due to shared resources and mutual aid during
emergencies.
COUNCIL MISSION / VISION / GOAL(S) ADDRESSED:
This agreement aligns with the Council's vision and core values by enhancing public safety and
preparedness and promoting a safe and healthy community for all.
ATTACHMENTS:
Attachment 1 – Memorandum of Agreement Between San Bernardino County Fire Protection
District and Rancho Cucamonga Fire Protection District
Page 40
46700.00970\41653429.2 Page 1 of 13
THE INFORMATION IN THIS BOX IS NOT A PART OF THE CONTRACT AND IS FOR COUNTY USE ONLY
San Bernardino County Fire
Protection District
Department Contract Representative Dan Munsey
Telephone Number 387-5779
Contractor
Contractor Representative
Telephone Number
Contract Term
Original Contract Amount
Amendment Amount
Total Contract Amount
MEMORANDUM OF AGREEMENT BETWEEN SAN BERNARDINO COUNTY FIRE PROTECTION
DISTRICT AND PARTICIPATING AGENCY REGARDING
THE SAN BERNARDINO COUNTY REGIONAL URBAN SEARCH AND RESCUE
TASK FORCE SIX RESPONSE SYSTEM
This Memorandum of Agreement (Agreement) is entered into by and between the parties designated in Section
A, below, who agree that subject to all of the provisions of this Agreement, San Bernardino County Fire Protection
District (hereafter referred to as “Sponsoring Agency”) will serve as the Sponsoring Agency and
(hereafter referred to as “Participating Agency”) will serve
as a Participating Agency for the Sponsoring Agency’s San Bernardino County Regional Urban Search and
Rescue Task Force Six Response System (RTF-6). RFT-6 is not a legal entity, but rather a program developed
by the Sponsoring Agency for urban search and rescue operations. Each party further agrees that it assumes all
of the duties and responsibilities assigned to that party under this Agreement and it shall comply with all of the
terms and conditions of this Agreement.
A.PARTIES
A.1 Sponsoring Agency:
San Bernardino County Fire Protection District
Address
A.2 Participating Agency:
Name
Address
ATTACHMENT 1
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46700.00970\41653429.2 Page 2 of 13
B.DEFINITIONS
B.1 Activation: Activation is the formal request through established notification procedures, to mobilize
toward and deploy RTF-6 to a designated incident.
B.2 Alert/Standby: An Alert is the first official level of readiness recognized by CalOES. Alert
notification will be transmitted through the pre-established California Master Mutual Aid
Agreement resource request ordering system. The common definition of an Alert is standby.
When placed on Alert/Standby, RTF-6 may anticipate being activated anytime within the next 24
hours. Upon an Alert/Standby, RTF-6 is to initiate those activities that will ensure their availability
to meet the response parameter of 45 minutes.
B.3 CalOES: CalOES means the California Governor’s Office of Emergency Services.
B.4 Mobilization: Mobilization is the acquisition of apparatus, equipment and RTF-6 personnel to an
assembly point, intelligence gathering and transportation of RTF-6 to mission assignment.
B.5 National Urban Search & Rescue Response System: Pursuant to federal law, principally the
Robert T. Stafford Disaster Relief and Emergency Assistance Act, 42 U.S.C. §§ 5121 through
5206 (the “Stafford Act”), the U.S. Department of Homeland Security (“DHS”), acting through
Federal Emergency Management Agency (“FEMA”), operates the National Urban Search &
Rescue Response System in conjunction with State and local governments.
B.6 Participant: Participant is the employee of the Participating Agency.
B.7 Participating Agencies: Other public fire agencies located in San Bernardino County that enter
into an agreement similar to this Agreement with Sponsoring Agency.
B.8 Participating Agency: See Section A.2 of this Agreement.
B.9 San Bernardino County Regional Urban Search and Rescue Task Force Six Response System
or RTF-6: San Bernardino County Fire Protection District is the Sponsoring Agency for San
Bernardino County Regional Urban Search and Rescue Task Force Six Response System (the
“RTF-6”) and is responsible for, among other things, recruiting and organizing Participating
Agencies for RTF-6. In the performance of its responsibilities, the Sponsoring Agency may enter
into an agreement similar to this Agreement with other public fire agencies located in San
Bernardino County to serve as Participating Agencies in RTF-6 setting forth the relationship
between the parties. RTF-6 consists of individuals occupying certain specified positions plus
additional support personnel, all of whom have been properly trained and licensed with the
requisite skills and capabilities required for urban search and rescue operations and/or
deployment of RTF-6. RTF-6 may be deployed as a single unit or it may be reorganized into teams
for purposes of modularized responses for limited or specialized activations.
B.10 Sponsoring Agency: San Bernardino County Fire Protection District is the Sponsoring Agency
and cooperating party under this Agreement.
C.PARTICIPATING AGENCY RESPONSIBILITIES
C.1 Contingent upon availability, as further discussed in this Agreement, Participating Agency agrees
to provide personnel to serve in certain designated positions on RTF-6 as determined by
Sponsoring Agency. A list of the individuals who will occupy those designated positions, and who
are referred to in this Agreement as “Participants,” as well as other pertinent information about
them is contained in Appendix “A”, Participating Agency Participant’s Contact Information.
C.2 The parties both acknowledge and agree that Participating Agency’s response to a request for
assistance from Sponsoring Agency, as well as Participating Agency’s ability to provide the
requested personnel, shall be expressly contingent upon staffing demands, equipment
availability, and existing fire and other emergency conditions within Participating Agenc y’s
ATTACHMENT 1
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46700.00970\41653429.2 Page 3 of 13
jurisdiction, as determined by Participating Agency in its sole and absolute discretion.
Participating Agency’s response to a request for assistance from Sponsoring Agency may not
interfere with Participating Agency’s responsibility or ability to respond to emergencies or other
calls within its own jurisdiction.
C.3 Participating Agency further agrees that Participants will meet the required qualifications for the
positions to be filled, will receive the required training specified in this Agreement, and will satisfy
other conditions of preparedness and response as required by the Sponsoring Agency.
C.4 Participating Agency shall cooperate with Sponsoring Agency and other Participating Agencies
so as to facilitate achievement of the goals and objectives of RTF-6 as fully and completely as
possible.
D.FINANCIAL PROVISIONS
D.1 After an Activation, Participating Agency may complete their own cost reimbursement package to
be submitted to CalOES, FEMA, or other appropriate entity. Sponsoring Agency shall not
complete any cost reimbursement package for Participating Agency.
D.2 Each party is responsible for their own costs and expenses incurred under this Agreement and
there shall be no reimbursement from Sponsoring Agency to Participating Agency under this
Agreement. Participating Agency shall be solely responsible for compensating its
Participants (including, but not limited to, compensation and benefits) while they act as a
Participant under this Agreement, including, but not limited to during RTF-6 trainings,
Alter/Standby, and Activation, in compliance with all applicable laws, regulations, rules,
and agreements.
E.REPORTING AND RECORD KEEPING REQUIREMENTS
E.1 Participating Agency shall provide the Sponsoring Agency with proof of Participant’s qualification
requirements.
E.2 Sponsoring Agency shall issue an RTF-6 Picture Identification Card for all Participants of the RTF-
6.
E.3 Participating Agency shall provide prompt and accurate reporting as specified in this Agreement.
F.MANDATORY MINIMUM REQUIREMENTS
F.1 Each Participant shall be an employee in good standing of the Participating Agency. Entry-level
employees who are probationary or in a similar status are not eligible to serve as a Participant.
F.2 Participants serving in an RTF-6 position that requires the individual to hold a license, registration,
certificate or other similar authorization to lawfully engage in an activity must hold the appropriate
authorization, which must be current and validly issued and maintained with Participant’s
Participating Agency.
F.3 Subject to any applicable standards, including any CalOES, Sponsoring Agency, and Participating
Agency standards, as well as all applicable laws, rules, and regulations, each Participant must
meet the medical/fitness standards mutually agreed upon by Sponsoring Agency and
Participating Agency.
F.4 Each Participant must be available on short notice to mobilize within one (1) hour of request and
be able to respond on a mission for up to twenty-one (21) days.
F.5 Each Participant must be capable of improvising and functioning for long hours under adverse
working conditions.
ATTACHMENT 1
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46700.00970\41653429.2 Page 4 of 13
F.6 Each Participant must be aware of the signs, symptoms and corrective measures of Critical
Incident Stress Syndrome.
F.7 Each Participant must understand and adhere to safe working practices and procedures as
required in the urban disaster environment.
F.8 Each Participant must have a working knowledge of the National Urban Search & Rescue
Response System and RTF-6’s organizational structure, operating procedures, safety practices,
terminology and communication protocols.
F.9 Each Participant must have completed such courses of education and training and other
requirements as the Sponsoring Agency shall specify.
F.10 Sponsoring Agency has authority to immediately suspend or terminate a Participant’s and/or
Participating Agency’s participation on RTF-6 for failure to satisfy any requirement of this
Agreement.
G.CLOTHING AND EQUIPMENT
G.1 Sponsoring Agency will disclose uniform and personal protective equipment specifications and
requirements to Participating Agency and Participating Agency shall be responsible for providing
uniforms and personal protective equipment to Participants of RTF-6.
G.2 All uniforms will display the official patch of the RTF-6, as specified by the Sponsoring Agency.
The Sponsoring Agency shall specify the design of the uniform and any identifying insignia or
markings.
H.COMMAND, CONTROL, AND COORDINATION
H.1 When a Participant has been Activated or has otherwise been placed at the direction and control
of RTF-6, such as, for example, during participation in RTF-6 training, the ultimate authority for
command, control and coordination of the service of the Participant reposes with RTF-6 exercised
through the chain of command.
H.2 Subject to H.1, this section governs the responsibilities of the parties with respect to supervisory,
disciplinary and other specified aspects of the Participant’s employment within the context of
his/her participation on RTF-6.
H.3 Sponsoring Agency shall exercise direct supervisory authority over Participant during Activations,
deployments and other activities of RTF-6 conducted by Sponsoring Agency. In instances where
disciplinary action upon a Participant is deemed necessary by Sponsoring Agency, Sponsoring
Agency shall report the pertinent circumstances to Participating Agency to the extent authorized
by law, which shall, in its sole and absolute discretion, determine whether discipline is necessary,
and administer discipline as appropriate in accordance with the Participating Agency's established
rules and regulations.
H.4 Nothing in this Agreement is intended to, nor does it, affect the employer-employee relationship
between Participating Agency and its employees who are a Participant(s), and Participating
Agency shall at all times continue to be fully responsible for all of its employment obligations to
its employee Participant(s), including, but not limited to, the compensation and benefits that the
Participating Agency provides to its employee Participant(s) while performing services under this
Agreement, as well as Participating Agency’s Workers’ Compensation Insurance for its
employees Participant(s) while performing services under this Agreement.
H.5 While participating in activities conducted by RTF-6, Participant(s) shall be subject to and observe
and comply with all lawful orders and directions of the authorized representatives of Sponsoring
Agency and RTF-6.
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H.6 Sponsoring Agency retains the right to suspend or exclude any Participant and/or Participating
Agency from participation on the RTF-6 for cause including failure to abide by the provisions of
this Agreement.
I.MEDIA AND INFORMATION POLICY
I.1 Subject to all applicable laws and regulations, all photographs and video taken during a
deployment shall be kept under the exclusive control of Sponsoring Agency.
I.2 All applicable federal, state, and local laws, regulations, rules, and policies shall be strictly
enforced and followed by Sponsoring Agency, Participating Agency and Participants.
I.3 Subject to applicable laws, rules, and regulations, Sponsoring Agency shall be the liaison with
media sources and representatives concerning activities of the RTF-6 and Participating Agency
and Participant(s) shall not provide any comments to the media about any services provided
under this Agreement.
I.4 Pursuant to the Health Insurance Portability and Accountability Act of 1996 (HIPAA) and the
Health Information Technology for Economic and Clinical Health (HITECH) Act, regulations have
been promulgated governing the privacy of individually identifiable health information. Sponsoring
Agency and Participating Agency acknowledge that Sponsoring Agency is a covered entity and
subject to the requirements of HIPAA and HITECH, and their implementing regulations. As a
covered entity and subject to the requirements of HIPAA and HITECH, and their implementing
regulations, Sponsoring Agency shall not share any protected health information with Participating
Agency unless authorized by HIPAA/HITECH and state privacy laws, rules, and regulations. To
the extent Participating Agency and/or Participants receive any protected health information from
Sponsoring Agency, Participating Agency shall ensure it and Participants shall comply with all
applicable privacy laws, rules, and regulations related to such protected health information,
including but not limited to HIPAA and HITECH. This provision shall remain in force even after
the termination of this Agreement.
J.RULES OF CONDUCT
J.1 Participating Agency and all Participants shall abide by all applicable federal, state, and local
laws, regulations, policies, and rules.
J.2 The failure of a Participant to abide by the applicable laws, regulations, policies, and rules may
result in suspension or exclusion of Participant and/or Participating Agency from the RTF-6 under
Sections F.10 and/or H.6 above.
K.PREPAREDNESS ACTIVITIES
K.1 Sponsoring Agency shall conduct RTF-6 management, administration, training, equipment and
supplies procurement and other preparedness activities required by CalOES. Participating
Agency and its Participant(s) shall cooperate with Sponsoring Agency and shall participate in the
activities as necessary to achieve RTF-6 preparedness goals and objectives.
K.2 Specific activities to be conducted by Participating Agency, including training, administration and
reporting requirements, are contained in Appendix “B”.
K.3 Subject to the availability of funding, Sponsoring Agency shall procure and maintain required
caches of equipment and supplies. The contents of these caches shall be utilized for deployments
of the RTF-6 and, subject to applicable laws, rules, and regulations, will be made available for
training activities of Sponsoring Agency and Participating Agency. Participant(s) shall use RTF-6
cache equipment and supplies only for authorized purposes and shall exercise reasonable care
to protect and preserve the property against loss or damage. The Participating Agency shall be
financially accountable for any RTF-6 property that is lost or damaged due to negligence or
unauthorized use by the Participating Agency or Participating Agency’s Participant. Sponsoring
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Agency shall retain ownership of all equipment and supplies and Participating Agency shall return
all equipment and supplies upon termination of this Agreement.
L.GENERAL PROVISIONS
L.1 Effective Date. This Agreement shall be effective when it has been duly and regularly authorized
and executed by both parties.
L.2 Authority. As more specifically indicated above and below, this Agreement is made under the
authority of California law, in furtherance of the purposes of the Urban Search and Rescue
Response System.
L.3 Amendments and Termination.
L.3.1 Except as otherwise expressly provided, this Agreement may be modified or amended
only by another written agreement approved and executed by both parties.
L.3.2 Term and Termination. The Agreement shall continue in effect from the Effective Date
through June 10, 2029, unless it is terminated early as provided in this Agreement. The
Agreement may be terminated by either party for any reason upon thirty (30) days’ written
notice, except that Participating Agency may not terminate this Agreement without the
written consent of Sponsoring Agency during any time interval when the RTF-6 has been
placed on Alert status or has been Activated if the Alert or Activation affects Participant(s)
of the Participating Agency.
L.4 Miscellaneous Provisions.
L.4.1 The obligations of the Participating Agency set forth in this Agreement are non-delegable
and may not be assigned to or assumed by any other person without the prior written
consent of Sponsoring Agency.
L.4.2 Except and to the extent federal law controls, this Agreement shall be construed and
enforced, as between the parties, according to the laws of the State of California. The
parties agree that the venue of any action or claim brought by any party to this Agreement
will be the Superior Court of California, San Bernardino County. Each party hereby waives
any law or rule of the court, which would allow them to request or demand a change of
venue. If any action or claim concerning this Agreement is brought by any third-party and
filed in another venue, the parties hereto agree to use their best efforts to obtain a change
of venue to the Superior Court of California, San Bernardino County.
L.4.3 No party, including Participating Agency’s Participant(s), shall engage in any conduct or
activity in the performance of this Agreement that constitutes a conflict of interest under
applicable federal, state or local law, rules and regulations.
L.4.4 Each party, including Participating Agency’s Participant(s), shall at all times observe and
comply with all applicable federal, state and local laws, regulations, rules, and policies,
shall be up to date on all required trainings, and shall possess all applicable and valid
licenses and certifications.
L.4.5 Titles and section headings are for convenience only and are not a part of the parties’
Agreement.
L.4.6 Should any provision of this Agreement be determined to be invalid or unenforceable
under applicable law, the provision shall, to the extent required, be severed from the
remainder of the Agreement which shall continue in full force and effect.
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L.4.7 This Agreement and its provisions are binding upon and inure to the benefit of the parties
and to their respective successors in interest, provided, however, this Agreement does not
and will not bestow any rights or remedies upon persons to whom an unlawful delegation
or assignment has been made by Participating Agency.
L.4.8 This Agreement is made for the sole and exclusive benefit of the named parties and their
lawful successors in interest, and no other person or entity is intended to, nor shall such
other person or entity acquire or be entitled to receive any rights or benefits as a third-
party beneficiary of this Agreement.
L.4.9 Neither the United States of America nor the State of California is a party to this
Agreement.
L.4.10 This is not an exclusive Agreement. Sponsoring Agency reserves the right to enter into
the same or similar agreement with other Participating Agencies for the same or similar
services.
L.4.11 Dispute Resolution: In the event of a dispute, the parties shall use their best efforts to
settle the dispute through negotiation with each other in good faith.
M.INDEMNIFICATION AND INSURANCE REQUIREMENTS
M.1 Indemnification
Pursuant to California Government Code Section 895 et seq., each party agrees to defend,
indemnify, and hold each other, their elected officials, officers, employees, contractors, volunteers,
and agencies mutually free and harmless from any and all claims, demands, causes of action,
costs, expenses, losses, damages, injuries, or liabilities, including reasonable attorneys’ fees,
arising from their own performance under this Agreement, except to the extent that such liability is
caused by the negligence, gross negligence, or willful misconduct of the other parties.
M.2 Additional Insured
All policies, except for Worker’s Compensation, Errors and Omissions and Professional Liability
policies shall contain additional endorsements naming Sponsoring Agency and its officers,
employees, agents and volunteers as additional named insured with respect to liabilities arising
out of the performance of services hereunder. The additional insured endorsements shall not limit
the scope of coverage for the Sponsoring Agency to vicarious liability but shall allow coverage for
the Sponsoring Agency to the full extent provided by the policy. Such additional insured coverage
shall be at least as broad as Additional Insured (Form B) endorsement form ISO, CG 2010.11 85.
M.3 Waiver of Subrogation Rights
Participating Agency shall require the carriers of the above required coverages to waive all rights
of subrogation against the Sponsoring Agency, its officers, employees, agents, volunteers,
contractors, and subcontractors. All general or auto liability insurance coverage provided shall not
prohibit Participating Agency and Participating Agency’s employees or agents from waiving the
right of subrogation prior to a loss or claim. Participating Agency hereby waives all rights of
subrogation against the Sponsoring Agency.
M.4 Policies Primary and Non-Contributory
All policies required above are to be primary and non-contributory with any insurance or self-
insurance programs carried or administered by the Sponsoring Agency.
M.5 Severability of Interests
Participating Agency agrees to ensure that coverage provided to meet these requirements is
applicable separately to each insured and there will be no cross liability exclusions that preclude
coverage for suits between the Participating Agency and the Sponsoring Agency or between the
Sponsoring Agency and any other insured or additional insured under the policy.
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M.6 Proof of Coverage
Participating Agency shall furnish Certificates of Insurance to the Sponsoring Agency to the
address referenced in Section A, evidencing the insurance coverage at the time the Agreement
is executed, additional endorsements, as required shall be provided prior to the commencement
of performance of services hereunder, which certificates shall provide that such insurance shall
not be terminated or expire without thirty (30) days written notice to the Department, and
Participating Agency shall maintain such insurance from the time Participating Agency
commences performance of services hereunder until the completion of such services. Within
fifteen (15) days of the commencement of this contract, the Participating Agency shall furnish a
copy of the Declaration page for all applicable policies and will provide complete certified copies
of the policies and endorsements immediately upon request.
M.7 Acceptability of Insurance Carrier
Unless otherwise approved by Risk Management, insurance shall be written by insurers
authorized to do business in the State of California and with a minimum “Best” Insurance Guide
rating of “A-VII”.
M.8 Deductibles and Self-Insured Retention
Any and all deductibles or self-insured retentions in excess of $10,000 shall be declared to and
approved by Risk Management.
M.9 Failure to Procure Coverage
In the event that any policy of insurance required under this Agreement does not comply with the
requirements, is not procured, or is canceled and not replaced, Sponsoring Agency has the right
but not the obligation or duty to cancel the Agreement or obtain insurance if it deems necessary
and any premiums paid by the Sponsoring Agency will be promptly reimbursed by the
Participating Agency.
M.10 Insurance Review
Insurance requirements are subject to periodic review by Sponsoring Agency. Sponsoring
Agency’s Director of Risk Management or designee is authorized, but not required, to reduce,
waive or suspend any insurance requirements whenever Risk Management determines that any
of the required insurance is not available, is unreasonably priced, or is not needed to protect the
interests of the Sponsoring Agency. In addition, if the Department of Risk Management
determines that heretofore unreasonably priced or unavailable types of insurance coverage or
coverage limits become reasonably priced or available, the Director of Risk Management or
designee is authorized, but not required, to change the above insurance requirements to require
additional types of insurance coverage or higher coverage limits, provided that any such change
is reasonable in light of past claims against Sponsoring Agency, inflation, or any other item
reasonably related to the Sponsoring Agency’s risk.
Any change requiring additional types of insurance coverage or higher coverage limits must be
made by amendment to this Agreement. Participating Agency agrees to execute any such
amendment within thirty (30) days of receipt.
Any failure, actual or alleged, on the part of the Sponsoring Agency to monitor or enforce
compliance with any of the insurance and indemnification requirements will not be deemed as a
waiver of any rights on the part of Sponsoring Agency.
M.11 Participating Agency agrees to provide insurance set forth in accordance with the requirements
herein. If Participating Agency uses existing coverage to comply with these requirements and that
coverage does not meet the specified requirements, Participating Agency agrees to amend,
supplement or endorse the existing coverage to do so.
For Participating Agencies which are considered self-insured public entities: Both Participating
Agency and Sponsoring Agency are authorized self-insured public entities for purposes of
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Professional Liability, General Liability, Automobile Liability, and Workers’ Compensation.
Participating Agency and Sponsoring Agency warrant that through their respective program of
self-insurance, they have adequate coverage or resources to protect against liabilities arising out
of the performance of the terms, conditions or obligations of this agreement.
For Participating Agencies which are not considered self-insured public entities: Without in
anyway affecting the indemnity herein provided and in addition thereto, Participating Agency shall
secure and maintain throughout the Agreement the following types of insurance with limits as
shown:
M.11.1 Workers’ Compensation Liability - A program of Workers’ Compensation insurance or a
state-approved self-insurance program in an amount and form to meet all applicable
requirements of the Labor Code of the State of California, including Employer’s Liability
with $250,000 limits, covering all persons including volunteers providing services on behalf
of Participating Agency and all risks to such persons under this Agreement.
M.11.2 Commercial/General Liability Insurance - Participating Agency shall carry General Liability
Insurance covering all operations performed by or on behalf of the Participating Agency
providing coverage for bodily injury and property damage with a combined single limit of
not less than one million dollars ($1,000,000), per occurrence. The policy coverage shall
include:
a.Premises operations and mobile equipment.
b.Products and completed operations.
c.Broad form property damage (including completed operations).
d.Explosion, collapse and underground hazards.
e.Personal injury.
f.Contractual liability.
g.$2,000,000 general aggregate limit.
M.11.3 Automobile Liability Insurance - Primary insurance coverage shall be written on ISO
Business Auto coverage form for all owned, hired and non-owned automobiles or symbol
1 (any auto). The policy shall have a combined single limit of not less than one million
dollars ($1,000,000) for bodily injury and property damage, per occurrence.
If Participating Agency is transporting one or more non-employee passengers in
performance of contract services, the automobile liability policy shall have a combined
single limit of two million dollars ($2,000,000) for bodily injury and property damage per
occurrence.
If Participating Agency owns no autos, a non-owned auto endorsement to the General
Liability policy described above is acceptable.
M.11.4 Umbrella Liability Insurance - An umbrella (over primary) or excess policy may be used to
comply with limits or other primary coverage requirements. When used, the umbrella
policy shall apply to bodily injury/property damage, personal injury/advertising injury and
shall include a “dropdown” provision providing primary coverage for any liability not
covered by the primary policy. The coverage shall also apply to automobile liability.
M.11.5 Abuse/Molestation Insurance – Participating Agency shall have abuse or molestation
insurance providing coverage for all employees for the actual or threatened abuse or
molestation by anyone of any person in the care, custody, or control of any insured,
including negligent employment, investigation and supervision. The policy shall provide
coverage for both defense and indemnity with liability limits of not less than one million
dollars ($1,000,000) with a two million dollars ($2,000,000) aggregate limit.
N.NOTICES
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All written notices provided for in this Agreement or which either party desires to give to the other shall
be deemed fully given, when made in writing and either served personally, or by facsimile, or deposited
in the United States mail, postage prepaid, and addressed to the other party as provided in Section A of
this Agreement. Notice shall be deemed communicated two (2) Sponsoring Agency working days from
the time of mailing if mailed as provided in this section.
O.AGREEMENT AUTHORIZATION
Participating Agency warrants and represents that the individual signing this Agreement is a properly
authorized representative of Participating Agency and has the full power and authority to enter into this
Agreement on the Participating Agency’s behalf.
P.ENTIRE AGREEMENT
This Agreement, consisting of thirteen (13) pages, including Appendix A and B, represents the final,
complete and exclusive agreement between the parties hereto. Any prior agreement, promises,
negotiations or representations relating to the subject matter of this Agreement not expressly set forth
herein are of no force or effect. This Agreement is executed without reliance upon any promise, warranty
or representation by any party or any representative of any party other than those expressly contained
herein. Each party has carefully read this Agreement and signs the same of its own free will.
This Agreement may be executed in any number of counterparts, each of which so executed shall be
deemed to be an original, and such counterparts shall together constitute one and the same Agreement.
The parties shall be entitled to sign and transmit an electronic signature of this Agreement (whethe r by
facsimile, PDF or other mail transmission), which signature shall be binding on the party whose name is
contained therein. Each party providing an electronic signature agrees to promptly execute and deliver
to the other party an original signed Agreement upon request.
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IN WITNESS WHEREOF, San Bernardino County Fire Protection District and the Participating Agency have
each caused this Contract to be subscribed by its respective duly authorized officers and delivered this
Agreement on the Execution Date on its behalf.
SPONSORING AGENCY: SAN BERNARDINO COUNTY FIRE PROTECTION
DISTRICT
By
(Authorized signature – sign in blue ink)
Name
(Print or type name of person signing contract)
Title
(Print or Type)
Dated:
PARTICIPATING AGENCY
(Print or type name of agency/department)
By
(Authorized signature – sign in blue ink)
Name
(Print or type name of person signing contract)
Title
(Print or Type)
Dated:
Approved as to Legal Form
Scott Runyan, Principal Assistant County
Counsel
Date:
ATTACHMENT 1
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Appendix “A” – Participating Agency Participant’s Contact
Information
Participant’s Name
and Position
Contact Information: Dispatch Phone: Address:
Additional Information:
ATTACHMENT 1
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Appendix “B”
All Participating Agencies shall:
1.Ensure Participating Agency’s Participants maintain compliance with all Agreement terms and
conditions.
2.Ensure and document each Participating Agency’s Participants successful completion of a
quantitative respiratory protection fit test required per 29 CFR 1910.134.
3.Ensure and document Participating Agency’s Participants maintain current inoculations, unless
medically contraindicated or documented refusal.
4.Ensure and document Participating Agency’s Participants have a current Physician Clearance for
deployment.
5.Adhere to FIRESCOPE ICS 162 Position Descriptions and Training Requirements.
6.Ensure and document their Participating Agency’s Participants have complied with all applicable
training requirements.
ATTACHMENT 1
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DATE:July 17, 2024
TO:Mayor and Members of the City Council
FROM:John R. Gillison, City Manager
INITIATED BY:Elisa C. Cox, Assistant City Manager
SUBJECT:Consideration of a Lease Agreement with Rancho Baseball LLC for the
Use of the Minor League Baseball Stadium Located at the Epicenter
Sports Complex. (CITY)
RECOMMENDATION:
Staff recommends the City Council approve the lease agreement with Rancho Baseball LLC for
the use of the minor league baseball stadium located at the Epicenter Sports Complex.
BACKGROUND:
In 1992, Valley Baseball Club, Inc. entered into a Lease Agreement with the City of Rancho
Cucamonga to lease City-owned property at the Adult Sports Complex for the development and
operations of the Quakes minor league baseball team. The original agreement was modified on
thirteen (13) separate occasions over the first seven (7) years and was scheduled to terminate on
September 20, 2002.
On August 18, 1999, the City and Valley Baseball Club, Inc. approved an Amended and Restated
Lease, extending the period of the lease through September 30, 2012. That lease agreement was
modified six (6) times.
On July 15, 2009, the City Council approved an Assignment and Assumption of Lease and
Consent to Lease Agreement between Valley Baseball Club, Inc., Rancho Baseball LLC, and the
City, which transferred the current lease agreement to the team's new owners, Rancho Baseball,
LLC (Quakes).
In 2011, the Lease Agreement was amended a seventh time to cover a period of ten (10) years,
with an option to renew the lease for five (5) more years, commencing on October 1, 2021, with
two (2) amendments, the first in 2018 for the inclusion of additional signage within the stadium,
and the second in 2023 to address parking space and concessions as well as replace the right-
field scoreboard.
ANALYSIS:
In October 2022 Rancho Baseball LLC approached the City with new Major League Baseball
(MBL) requirements for all Player Development League (PDL) stadiums, including LoanMart
Field, home of the Rancho Cucamonga Quakes. As the City and Rancho Baseball began to
negotiate terms for the substantial improvements to the stadium, the parties agreed to create a
new lease, which will supersede the lease last updated in 2023.
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4
4
8
Major terms of the lease for the Stadium and associated parking are as follows:
- Rancho Baseball shall have the nonexclusive use of the Stadium and the exclusive use
of the team store, home clubhouse, and Team Office Space. The Quakes are required to
play home games at the Stadium. If more than 20 home games are played away from the
Stadium due to MLB requirements, then Rancho Baseball must make a financial
contribution to the City in order to offset lost revenue.
- Rancho Baseball shall not operate or own any interest in any other professional baseball
team within one hundred (100) miles from the Stadium that has the word “Quakes” in its
name or otherwise uses the word “Quakes.”
- Term of the lease shall be for fifteen (15) years, ending in 2039, with two options to extend
the initial term for five (5) years each.
- Rancho Baseball shall pay monthly rent in the amount of $27,560, which shall be
increased annually on each May 1 by the percentage increase in the Department of
Labor’s Consumer Price Index for the Riverside-San Bernardino-Ontario Area, up to a
maximum of 5% per year. In no event will the rent decrease.
- Rancho Baseball will also pay, in addition to rent, the City’s admissions tax, currently set
at 10%, on all ticket sales for a minimum of $90,000 per year.
- On each July 4 the City and Rancho Baseball will jointly sponsor a fireworks show at the
Stadium.
- The City may use the Stadium for any use other than Rancho Baseball’s baseball games,
including renting or licensing to third parties on days when the Stadium is not being used
for a baseball game.
- The City and Rancho Baseball will develop and annually deposit funding into a Capital
Improvement Reserve Fund to be invested to the Stadium as mutually agreed upon to
meet future facility standards under MLB’s rules.
- Rancho Baseball may secure naming rights to the Stadium itself.
- The City will receive exclusive use of the luxury box along with 7,000 tickets for the season
to be used at the City’s discretion to recognize achievements by community organizations,
businesses, and/or citizens, to promote interest in the City of Rancho Cucamonga.
- Rancho Baseball will host up to five community events for/through the City.
- Rancho Baseball will provide the use of one or both mascots (Tremor and Aftershock) for
six (6) community events each year.
- The City has or intends to make substantial improvements to the Stadium in order to bring
the Stadium into compliance with standards currently established by MLB.
FISCAL IMPACT:
Revenue from the lease and admissions tax is estimated to generate a minimum of $420,720 per
year into the Sports Complex Enterprise Fund. New with this lease will be the additional
contributions of up to $170,000 (both parties combined) to a new Capital Improvement Reserve
Fund.
Total combined costs to bring the Stadium up to the PDL standards established by MLB are
estimated at $6-8 million and were accounted for the in Major Projects Program as part of the
adopted Fiscal Year 2024-2025 Budget.
COUNCIL MISSION / VISION / VALUE(S) ADDRESSED:
This lease agreement is in alignment with the City Council’s Core Values of building and
preserving a family-oriented atmosphere, intentionally embracing and anticipating our future, and
relentless pursuit of improvement.
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ATTACHMENTS:
Attachment 1 – Lease between the City of Rancho Cucamonga and Rancho Baseball, LLC
Attachment 2 – MLB Lease Agreement No Objection Letter
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11231-0001\2853353v11.doc
LEASE
between the
CITY OF RANCHO CUCAMONGA,
as landlord
and
RANCHO BASEBALL, LLC,
as tenant
ATTACHMENT 1
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TABLE OF CONTENTS
Page
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1. Effective Date of this New Lease......................................................................................2
2. Demise of Stadium; Parking License................................................................................2
3. Use; Home Games Limitation...........................................................................................3
4. Term of Lease....................................................................................................................4
5. Rent...................................................................................................................................4
6. Quality of Operations of Tenant........................................................................................5
7. Nondiscrimination by Tenant............................................................................................5
8. Tenant’s Rights and Status................................................................................................6
9. Assignment Prohibited......................................................................................................6
10. Subleases. Concessions, Licenses. Contracts....................................................................6
11. Advertising; Other Signs...................................................................................................6
12. Access to the Stadium.......................................................................................................6
13. Capital Improvement Reserve Fund..................................................................................9
14. Tenant’s Use of the Stadium...........................................................................................10
15. Parking Lot Rates and Revenues.....................................................................................10
16. Indemnification and Hold Harmless. ..............................................................................11
17. Tenant’s Insurance Coverage..........................................................................................11
18. City’s Insurance Coverage..............................................................................................13
19. Evidence of Coverage.....................................................................................................13
20. City Not A Bailee............................................................................................................14
21. Possessory Interest Tax...................................................................................................14
22. Compliance with Orders, Ordinances and Laws.............................................................14
23. Discharge of Claims, Liens, Taxes..................................................................................14
24. Stadium Name and Naming Rights.................................................................................14
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TABLE OF CONTENTS (cont.)
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25. Staffing and Concessions................................................................................................15
26. Game Day Sheriff Department Security.........................................................................16
27. Maintenance and Repair..................................................................................................16
28. Alterations.......................................................................................................................17
29. Construction Bond Requirements...................................................................................17
30. Destruction......................................................................................................................18
31. Alcoholic Beverages, Smoking and Fireworks...............................................................18
32. Utilities............................................................................................................................19
33. Scoreboards.....................................................................................................................19
34. Name of Team.................................................................................................................19
35. City Luxury Box, Preferred Parking Passes, Seats and Community Events...................20
36. Events of Default by Tenant and City’s Remedies.........................................................20
37. Events of Default by City and Tenant’s Remedies.........................................................23
38. Incorporation of Recitals.................................................................................................23
39. MLB PDL Required Language.......................................................................................23
40. Arbitration of Disputes....................................................................................................23
41. Attorneys’ Fees/Legal Costs...........................................................................................24
42. Severability......................................................................................................................24
43. Captions...........................................................................................................................24
44. Covenant and Conditions................................................................................................25
45. Notices.............................................................................................................................25
46. No Third Party Beneficiaries of Lease............................................................................25
47. Entire Agreement............................................................................................................25
48. City Manager Authority..................................................................................................26
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TABLE OF CONTENTS (cont.)
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49. Surrender Of Possession..................................................................................................26
50. Force Majeure. ................................................................................................................26
51. Recordable Memorandum of Lease................................................................................26
Exhibit A: Description of Land
Exhibit A-1: Description of Staff Parking License Area
Exhibit B: Payment of Remittance Form
Exhibit C: Description of Team Office Space
Exhibit D: Locker Room Cleaning Schedule
Exhibit E: Other Tenant Cleaning Responsibilities
Exhibit F: Alcoholic Beverage Policy/Rules
Exhibit G: MLB PDL Required Language
Exhibit H: Form of Recordable Memorandum of Lease
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LEASE
THIS LEASE (the “Lease”) is dated as of ______________, 2024 and is entered
into by and between the CITY OF RANCHO CUCAMONGA (hereinafter “City”) and
RANCHO BASEBALL, LLC, a Washington limited liability company (hereinafter “Tenant”).
Recitals
A. City constructed a baseball field, stadium, and ancillary parking facilities for use
by a PDL Club (as defined in Exhibit “G”), including a playing field, seating areas, press box,
luxury suites, team offices, concession facilities, ticket box office, restrooms, souvenir store,
locker rooms, picnic pavilions and other areas necessary to play a professional baseball game, on
the land described on Exhibit “A” hereto (such land and facilities being hereinafter collectively
referred to as the “Stadium”).
B. Tenant owns the professional baseball club currently known as the “Rancho
Cucamonga Quakes” (the “Club”), which is, at present, classified as a Single-A club and a
member of the California League.
C. City and Tenant entered into an Amended and Restated Lease dated in 2011 (the
“Earlier Lease”) regarding the use of the Stadium, being a portion of a public recreation area
(sports complex) owned by the City of Rancho Cucamonga for the purpose of conducting and
carrying on a professional baseball club thereon and the operation of concession stand activities
and other related baseball activities.
D. The Earlier Lease is currently scheduled to expire on September 30, 2026.
E. City has or intends to make substantial improvements to the Stadium in order to
bring the Stadium into compliance with standards established by MLB PDL (as defined in
Exhibit “G”) for PDL Clubs in effect as of the effective date of this Lease and maintain the
Stadium to those standards. Such improvements include, but are not limited to, locker room
upgrades, training and fitness facilities, new scoreboards, and upgraded LED lighting.
F. City is making such Stadium improvements in reliance on Tenant continuing to
use the Stadium for a PDL Club beyond the Earlier Lease’s expiration date.
G. City and Tenant desire to enter into a new lease, specifically this Lease, which
will supersede the Earlier Lease as of ______________, 2024 (except for obligations and
liabilities arising under the Earlier Lease prior to such date).
Agreement
NOW, THEREFORE, IT IS MUTUALLY AGREED as follows:
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1. Effective Date of this New Lease.
1.1 This new Lease shall become effective as of ___________, 2024 (the “Effective
Date”) and the Earlier Lease is hereby terminated as of such date (except for obligations and
liabilities arising under the Earlier Lease prior to such Effective Date).
2. Demise of Stadium; Parking License.
2.1 City, for and in consideration of the covenants, conditions, agreements and
stipulations herein set forth, does hereby lease the Stadium to Tenant upon and subject to the
terms and conditions hereinafter set forth.
2.2 The Stadium and any other areas that may be used by Tenant under this Lease
(herein, the “subject premises”) have not been inspected by a Certified Access Specialist
(CASp). A CASp can inspect the subject premises and determine whether they comply with all
of the applicable construction-related accessibility standards under state law. Although state law
does not require a CASp inspection of the subject premises, a commercial property owner or
lessor may not prohibit a lessee or tenant from obtaining a CASp inspection of the subject
premises for the occupancy or potential occupancy of the lessee or tenant, if requested by the
lessee or tenant. The parties must mutually agree on the arrangements for the time and manner of
the CASp inspection, the payment of the fee for the CASp inspection, and the cost of making any
repairs necessary to correct violations of construction-related accessibility standards within the
subject premises.
The City and Tenant hereby agree that the City will not be obligated to obtain or pay for
such an inspection report, and will not make or pay for any necessary repairs addressed by the
inspection report (all of which shall be the responsibility of the Tenant under this Lease).
2.3 The City hereby grants to Tenant an exclusive license to use parking spaces
throughout the term of this Lease in an amount sufficient to park vehicles for team staff,
contractors, and all baseball personnel, not to exceed a total of 100 parking spaces (the “Staff
Parking License”). The location of the parking spaces for the Staff Parking License are depicted
in Exhibit “A-1” attached hereto. The Staff Parking License shall expire or terminate at the same
time as this Lease.
2.4 The City also hereby grants to Tenant an exclusive license to use parking spaces
on Rancho Cucamonga Quakes game days at locations selected by City for use by game
attendees (the “Game Day Parking License”). The number of parking spaces included in the
Game Day Parking License shall be no less than a number equivalent to one-quarter of the total
number of Stadium seats available for sale to game attendees during each baseball season. In
addition to such number, the Game Day Parking License may be increased by two hundred (200)
parking spaces for up to twelve (12) game days per baseball season, as selected by Tenant, in
order to accommodate Tenant’s special events (e.g., fireworks night). The location of the
parking spaces for the Game Day Parking License will be disbursed among the City sports
complex’s parking lots, as depicted in Exhibit “A-1” attached hereto, at the discretion of City
and based on availability given City’s expected future development of the parking lots. At least
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one hundred and twenty (120) days prior to the first game of each baseball season, City will
inform Tenant of the location of the parking spaces subject to the Game Day Parking License for
that season. City will not change the location of the parking spaces during the term of that
season. Tenant shall maintain and operate the licensed parking spaces in accordance with the
remainder of this Lease, including charging for licensed parking spaces in accordance with
Section 15 below. The Game Day Parking License shall expire or terminate at the same time as
this Lease.
2.5 City shall not lease, license, convey, or use the parking spaces subject to the
Game Day Parking License and Staff Parking License, but otherwise has no further duty to
enforce parking restrictions applicable to those parking spaces.
3. Use; Home Games Limitation.
3.1 Tenant shall have the nonexclusive use of the Stadium and the exclusive use of
the team store, home clubhouse, and Team Office Space (as defined in Section 12.6 below);
however, no other professional or semiprofessional sports team shall be permitted to conduct
games at the Stadium during the term of the Lease except with the express written consent of
Tenant, which consent Tenant may withhold in its sole and absolute discretion.
3.2 Tenant’s use of the Stadium shall be for the Club or any other PDL Club owned
and/or operated by Tenant. If the Club is reclassified from Single-A to a higher level, Tenant
and City will work together in good faith to develop an amendment to this Lease detailing the
appropriate revisions to the Lease terms and conditions. Tenant shall not operate or own any
interest in any other professional baseball team within one hundred (100) miles from the Stadium
that has the word “Quakes” in its name or otherwise uses the word “Quakes.”
3.3 Subject to the PDL Rules and Regulations and Section 50, Tenant shall use the
Stadium for all of its Home Games [e.g., as of the Effective Date approximately seventy (70)
championship season games scheduled for the 2024 PDL championship season] plus any home
postseason games at the end of the applicable PDL championship season, commencing
approximately in April of each year and ending approximately in late-September of the same
year, plus the necessary days for practice (each a “Season”) If, as required by PDL Rules and
Regulations, Tenant moves more than 20 Home Games from the Stadium to another location in
any given season for reasons not related to the Stadium being in an unusable condition or Force
Majeure in accordance with Section 50 below, City expects to lose substantial revenue that it had
relied upon to pay for Stadium maintenance and its performance of other obligations under this
Lease. Therefore, City shall be entitled to recover from Tenant $5,000 for each home game
beyond 20 games moved away from the Stadium, unless the cause for any such game being
moved is related to the Stadium being in an unusable condition or Force Majeure in accordance
with Section 50. For the avoidance of doubt, the $5,000 per game payment would begin with the
21st game moved away from the Stadium. Tenant shall pay such sums as additional rent. The
Parties agree that it would be impractical or extremely difficult to fix the amount of damages to
the City if Tenant moves more than 20 Homes Game from the Stadium to another location in any
given season. However, the parties acknowledge that the amount set forth herein is a reasonable
approximation of the City’s lost revenue and does not constitute a penalty. The $5,000 per game
payment shall be increased annually on each May 1 by the percentage increase in the Department
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of Labor’s Consumer Price Index for the Riverside-San Bernardino-Ontario Area (All Urban
Consumers) from March of the previous calendar year to March of the year in which the
adjustment is to occur. Should the Bureau of Labor Statistic discontinue the publication of the
CPI, or publish the same less frequently or alter the same in some other manner, then the most
nearly comparable index or procedure as reasonably selected by City shall be substituted
therefor. City shall use good faith efforts to notify Tenant in advance of each such increase, but
failure to provide such notice shall not constitute a waiver by City of any increase. In no event
shall the per game payment decrease.
3.4 During the term of this Lease, and except as provided in Section 3.3 above,
Tenant will not conduct any Home Games in any facility located in Los Angeles, Orange, San
Bernardino or Riverside Counties, other than the Stadium, except that Tenant may operate a
second baseball team of a different name in a stadium located south of the I-10 Freeway within
the City of Ontario. As used herein, “Home Games” shall include all regularly scheduled games
designated as “home” or similar designation on the Rancho Cucamonga Quakes’ schedule for
each Season.
4. Term of Lease.
4.1 The term hereof commences on the Effective Date and shall expire on
____________________, 2039, unless earlier terminated as hereinafter provided, or extended by
Tenant’s timely exercise of the following extension option.
4.2 Tenant shall have two (2) options to extend the initial term hereof for five (5)
years (each), provided Tenant exercises such options by written notice to City given at least one
(1) calendar year prior to the expiration of the then-existing term.
5. Rent.
5.1 Tenant shall pay monthly rent for Tenant’s use of the Stadium, including the
Team Office Space, in the amount of Twenty-Seven Thousand Five Hundred and Sixty and
No/100 Dollars ($27,560.00), which shall be increased annually on each May 1 by the
percentage increase in the Department of Labor’s Consumer Price Index for the Riverside-San
Bernardino-Ontario Area (All Urban Consumers) from March of the previous calendar year to
March of the year in which the adjustment is to occur, provided that no such annual adjustment
may exceed five percent (5%). Should the Bureau of Labor Statistic discontinue the publication
of the CPI, or publish the same less frequently or alter the same in some other manner, then the
most nearly comparable index or procedure as reasonably selected by City shall be substituted
therefor. City shall use good faith efforts to notify Tenant in advance of each such increase, but
failure to provide such notice shall not constitute a waiver by City of any increase. In no event
shall rent decrease.
Rent payments for each annual period shall be made in five (5) equal monthly
installments on or before April 1, May 1, June 1, July 1 and August 1, without prior demand and
without deduction or offset, to the City at 10500 Civic Center Drive, Rancho Cucamonga,
California.
5.2 Payment of Admission Tax.
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The parties hereto acknowledge that City has enacted and may amend, modify or
repeal an admission tax which is applicable to events which occur at the Stadium, including
Tenant’s baseball operations. Tenant shall also pay to City, as additional rent, a 10% admissions
tax on all ticket sales, without offset. Should City increase the percentage of said admissions tax,
the amount thereof paid by Tenant due to that increased percentage shall be deducted from the
rent payable pursuant to Paragraph 4 hereof. Should Tenant pay less than $90,000 in admissions
taxes in any calendar year, Tenant shall pay additional rent in an amount equal to the difference
between the amount of taxes paid in that calendar year and $90,000. This payment shall be due
by the first day of June, July, August, September, October and November of each calendar year,
based on actual ticket sales from the two (2) months prior. Any balance due from Tenant to City
required to meet the $90,000 annual minimum shall be paid to City by the first day in December
of each calendar year for the Season just concluded.
5.3 Interest on Past Due payments.
Interest shall accrue and be payable on any past due payments owed by Tenant to
City at an interest rate of ten percent (10%) per annum from the date due until the date paid.
5.4 Remittance Report.
All rent and other remittances paid hereunder by Tenant shall be tendered together
with a form substantially similar to that attached to this Lease as Exhibit “B”, thereby identifying
the amounts of rent and other remittances paid by Tenant’s checks.
6. Quality of Operations of Tenant.
6.1 Highest Quality.
In its baseball operations at the Stadium, Tenant shall use its best efforts to
maintain the highest degree and standards of quality of products and courteous, polite and
inoffensive conduct and demeanor on the part of its representatives, agents, servants and
employees.
6.2 Manager and Responsible Representative.
Tenant’s manager is Grant Riddle. If Tenant changes its manager, Tenant shall
promptly inform City in writing thereof. The manager shall be vested with full power and
authority with respect to the conduct of the operations of Tenant at the Stadium. Such manager
shall be generally available at his office in the Stadium or by telephone at (909) 481-5000 (or
such other number provided in writing by Tenant to City) during regular business hours.
6.3 Office Hours.
Tenant shall keep its offices at the Stadium open during normal business hours
throughout the year.
6.4 Conduct and demeanor of employees, guests, patrons, etc.
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Tenant shall use reasonable efforts to control the conduct, demeanor and
appearance of its officers, agents, employees, representatives, customers, guests, invitees,
contractors and others doing business with it upon the Stadium. Tenant shall have employees at
the Stadium capable of communicating instructions to persons occupying the Stadium during
events provided for in this Lease to reasonably provide safety to those occupants, including, but
not limited to, the direction of an evacuation in the event of an emergency.
7. Nondiscrimination by Tenant.
7.1 Tenant shall not discriminate against any person or groups of persons, on account
of any basis listed in subdivision (a) or (d) of California Government Code Section 12955 as
those bases are defined in Sections 12926, 12926.1, subdivision (m) and paragraph (1) of
subdivision (p) of Section 12955 and Section 12955.2 of said Government Code.
8. Tenant’s Rights and Status.
Tenant, its agents, contractors, and employees shall be at all times independent
contractors and shall not be considered agents or employees of City.
9. Assignment Prohibited.
The rights and privileges given to Tenant are not assignable in whole or in part or by
operation of law and any such attempted assignment shall be invalid and of no legal force or
effect. This provision may be waived only with the express written consent of the City Council
of the City of Rancho Cucamonga, which consent shall not be withheld unreasonably.
10. Subleases. Concessions, Licenses. Contracts.
Tenant shall not sublease all or any portion of the Stadium without the prior express
written consent of City; however, the foregoing shall not prohibit Tenant from entering into
concessions, licenses or contracts for any portion of its baseball operations conducted on the
Stadium provided a copy of any concession license or contract is promptly delivered to the City
and expressly provides that it is subject and subordinate to the provisions of this Lease.
11. Advertising; Other Signs.
11.1 Tenant shall have the right to sell, display and maintain advertising on the inside
of the Stadium, including, but not limited to, the inside of the outfield fence of the Stadium,
scoreboard and concession areas. The advertising of alcoholic beverages shall be permitted
under this Lease. If Tenant secures a naming rights sponsor in accordance with the terms of this
Lease, City will permit Tenant to install appropriate signage on the outside of the right field
scoreboard and at the main stadium entry gates, subject to City design approval.
11.2 Tenant may install non-advertising signs at the Stadium with the prior written
consent of the Community Services Director of the City in his or her reasonable discretion.
11.3 Upon the expiration or earlier termination of this Lease, Tenant shall, at City’s
request and Tenant’s cost, remove any signs that City requests be removed and shall promptly
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and diligently restore/repair the sign areas affected by such removal. This Section shall survive
the expiration or earlier termination of this Lease and Tenant shall maintain the insurance
required by this Lease during such removal/repair.”
12. Access to the Stadium.
12.1 Tenant shall have full and unimpaired access to the Stadium, other than third floor
City office areas and other space used solely by City (e.g., janitorial storage areas, electrical
rooms, etc.) at all times between March 1 and September 30 of each calendar year during the
term hereof.
12.2 On each July 4 during the term hereof, City and Tenant shall jointly sponsor a
fireworks show at the Stadium. If a Club Home Game is scheduled by MLB PDL on any July 4,
then the fireworks show will be held as soon as practicable after the conclusion of the Home
Game. A person may attend the fireworks show by: (1) purchasing a ticket to any such July 4
Home Game and remaining in the Stadium after the conclusion of the Home Game; or (2)
purchasing a ticket to the fireworks show and entering the Stadium after the conclusion of the
Home Game. Tenant and City shall work together to plan and promote the upcoming July 4
activity. Tenant shall promote the event through in-game public address announcements, use of
Tenant’s website, email newsletters, etc. For the actual event on July 4 each year, Tenant shall
provide all required seating ushers and all staff necessary to effectively and safely manage the
parking operations. Parking shall be provided to event attendees at no charge. Subject to the
PDL Rules and Regulations, Tenant shall work closely with City to jointly plan and conduct a
series of on-field recreational activities for event attendees prior to the fireworks. Tenant will
provide staff to assist City with the event set-up and clean-up and to operate the video board and
camera systems. At City’s election, Tenant shall either provide City with access to the box
office on July 4 for ticket sales, facilitate ticket sales for the July 4 event on behalf of the City, or
both. Tenant shall operate, or cause its concessionaire to provide, the concession stands during
each July 4 event and shall retain all revenues. City shall pay tenant $.50 for each ticket it sells
to the July 4th event each year. City shall provide Tenant up to 200 tickets to each such July 4
event for Tenant’s employees and management, unless a Home Game is held on July 4.
12.3 Both parties agree to work together in the scheduling of stadium field use for
specific pre-game and/or post-game activities such as batting practice, youth baseball clinics and
other promotional activities. In addition, Tenant shall have the right to schedule team related
non-public promotional and/or administrative activities in the Stadium throughout the year
including, but not limited to, team job fairs, staff training and national anthem singer tryouts
provided that the facilities were not previously scheduled for another use by City. City will
permit these additional events providing that such additional activities do not result in an
increased cost to City.
12.4 Tenant shall have the right to use the Stadium for up to three (3) extra events each
year, in addition to the game schedule described above. Tenant shall reimburse City for all direct
costs incurred by City for these additional events. In addition, Tenant shall have the right to
schedule two (2) days of baseball games each year involving baseball teams from high schools
within the Chaffey Joint Union High School District.
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12.5 City may use the Stadium for any use other than Tenant’s baseball games,
including renting or licensing to third parties (“Third Party”), or otherwise allowing the use of
the Stadium by a Third Party, on days when the Stadium is not being used for a baseball game
(an “Event”), provided that such uses and events shall be scheduled so as to not adversely affect
the condition of the Stadium, including the playing field, or conflict or interfere with the
practices, home games, or postseason games of Tenant. It is the intent of the parties that, to
accommodate the Season, Tenant shall have priority for practice, regular season games, and
postseason games.
12.6 During the term hereof, Tenant shall have the right to the exclusive use, on a year-
round basis, of the team store, home clubhouse, and office space and additional space in the
Stadium as described in Exhibit “C” hereto (the “Team Office Space”). Unless the context
otherwise requires, various provisions herein which apply to the Stadium shall also apply to the
Team Office Space.
12.7 It is understood by both parties that the Stadium, including, but not limited to, the
Team Office Space, and press boxes, are tenantable and in good condition. Tenant may,
however, remodel and improve the Team Office Space and press boxes. Said remodeling and
improvements shall not be deemed to include interior decor and may take place during Tenant’s
occupancy under this Lease subject to the following conditions:
12.7.1 Prior to any remodeling provided for herein, Tenant shall, at its sole cost
and expense, prepare detailed plans and specifications therefore. Such plans and specifications
shall be submitted to City for its approval before Tenant undertakes any such construction or
remodeling or enters into or awards a contract or contracts therefore. Upon obtaining such
approval, Tenant shall forthwith cause the work called for as approved to be commenced and
completed with reasonable dispatch. No substantial change, addition or alteration shall be made
in the scope of the work as so approved by City without first obtaining its approval in writing.
Upon completion of the remodeling, Tenant shall furnish City, without charge, two complete sets
of “as built” drawings covering all work done and showing the location and detail of installation
of all equipment, utility lines, heating, ventilating, air conditioning ducts and related matters.
12.7.2 All improvements, equipment and interior design and décor, constructed
or installed by Tenant in the Stadium, as aforesaid. including the plans and specifications
therefore, shall conform in all respects to the applicable statutes, ordinances, building codes,
rules and regulations of City and any other public authority which has jurisdiction over the same.
The approval above referred to shall not constitute representations or warranties as to such
conformity, but responsibility therefore shall at all times remain in Tenant. Tenant, at its sole
cost and expense, shall procure, in connection with any contract that it awards or lets, all
building, fire, safety and other permits necessary for the construction of the improvements,
installation of the equipment and the interior design and decor. Tenant shall require, by any
contract that it awards, or lets, in connection with the improvement, the installation of any and all
equipment and the interior designing and decor, that the contractor doing, performing or
furnishing the same shall comply with all applicable statutes, ordinances, codes, rules and
regulations. This Subsection 12.7.2 is supplemental to the requirements of Section 13.
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12.7.3 Except as provided in Section 13 below, all work done and equipment
supplied and installed by Tenant pursuant to this Section shall be at its sole cost and expense,
including, without limitation, fees and charges for the services of architects, designers, engineers
and decorators and including, without limitation, the repair of any damages to the Stadium or any
part thereof resulting from such work and installation, and shall be free and clear of liens for
labor and material and Tenant shall indemnify, defend and hold City harmless from any liability
in respect thereof. Tenant shall discharge any and all of such liens as provided in Section 23 of
this Lease.
12.7.4 Upon the completion of remodeling by Tenant provided for herein,
including, but not limited to, interior walls, ceilings, floor covering, finished flooring, electrical
wiring, water pipes, plumbing, air conditioning ducts and equipment of such nature as cannot be
removed without structural damage to the office space, and all interior decoration and finishing
erected or installed by Tenant upon said space, title thereto shall vest in City.
12.7.5 City and its authorized representatives shall have the right to enter the
Stadium and Team Office Space at all reasonable times for any of the following purposes:
12.7.5.1 To determine whether the Stadium, including Team Office
Space, is in good condition and whether Tenant is complying with its obligations under this
Lease, Tenant shall be given twenty-four (24) hours’ written notice of the intent of City to enter
the Stadium for the purposes specified in this paragraph. City further agrees not to enter the
Stadium for the purposes specified in this paragraph at such times and in such manner as to
unreasonably interfere with Tenant’s use of the Stadium, and to otherwise refrain from making
an unreasonable number of such entrances.
12.7.5.2 To do any necessary acts, not inconsistent with the provisions of
this Lease, including maintenance, and any restoration to the facilities that City has the right or
obligation to perform.
13. Capital Improvement Reserve Fund.
13.1 On or before July 1 of each year, Tenant shall deliver to City an additional sum
equal to fifteen percent (15%) of the total annual rent paid by Tenant, but no more than Twenty
Thousand Dollars ($20,000.00) per year. City shall deposit such sums into a “Capital
Improvement Reserve Fund.” City shall add to the Capital Improvement Reserve Fund, from
City’s own funds, amounts equal to thirty percent (30%) of the total annual rent paid by Tenant,
but no more than One Hundred and Fifty Thousand Dollars ($150,000.00) per year. Tenant may
deposit additional funds with City for allocation to the Capital Improvement Reserve Fund.
The Capital Improvement Reserve Fund shall be maintained by City, either as a separate
account of the City or accounted for as part of its General Fund. City shall provide Tenant, upon
written request, with evidence of such Capital Improvement Reserve Fund and the balance
thereof. City is not obligated to pay interest accrued on the Capital Improvement Reserve Fund.
To the extent any interest accrues on the Capital Improvement Reserve Fund, it shall remain in
such fund. Upon the expiration or earlier termination of this Lease, any remaining funds in the
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account shall be returned to the parties in proportion to each party’s respective contribution of
funds to the account.
13.2 The Capital Improvement Reserve Fund may be used for future repairs to the
Stadium and Stadium improvements necessary for compliance with MLB PDL’s facility
standards beyond those standards currently set forth in Exhibit “F” of the Rancho Cucamonga
Quakes PDL License Agreement, as defined in Exhibit “G” herein. Any proposed repair or
improvement requested by either Tenant or City pursuant to this Section 13 shall be mutually
approved by both Tenant and City, and neither party shall unreasonably withhold, delay, or
condition its consent to such repair or improvement. However, it shall be deemed reasonable for
City to withhold approval of a proposed repair or improvement if it determines, in its sole and
absolute discretion, that the Capital Improvement Reserve Fund lacks sufficient funding for the
requested repair or improvement.
Tenant shall design and construct the mutually approved repairs and improvements and
obtain all applicable permits in accordance with any applicable schedule in accordance with
Subsection 12.7.2. City agrees to work with Tenant to complete such repairs and improvements
using funds deposited into the Capital Improvement Reserve Fund and its own funds, if
necessary. Such improvements paid for in whole or in part with City funds, including City funds
deposited into the Capital Improvement Reserve Funds, are works of public improvement, and
Tenant shall pay prevailing wages in connection therewith, and shall otherwise comply with
California Labor Code 1720 et seq. with respect to all improvements. Tenant shall defend,
indemnify and hold City harmless from and against any and all claims, liabilities, damages,
losses, costs and expenses (including attorneys’ fees and costs) arising from or relating to
Tenant’s failure to so comply with the preceding sentence.
Subject to Tenant delivering to City a draw request, with the amount requested and
evidence of the costs and appropriate mechanics lien releases (partial or final; conditional or
unconditional; as applicable), City shall disburse funds from the Capital Improvement Reserve
Fund or other City fund deemed appropriate by the City, not more than once each 30 days to pay
costs incurred by Tenant in constructing the approved repair or improvement. City may condition
such disbursements upon the Tenant not being in default under this Lease, and may impose other
typical construction loan disbursement conditions.
14. Tenant’s Use of the Stadium.
Tenant shall not use the Stadium, or any part thereof, or permit them to be used for any
purpose or purposes other than as specified herein. Tenant shall not do or permit any act or thing
to be done upon the Stadium which constitutes a nuisance or which may unreasonably disturb the
quiet enjoyment of City or any substantial number of residents of City on adjacent or
neighboring property. Tenant further agrees, within seventy-two (72) hours from receiving
written notice by the City that a nuisance exists, to abate or otherwise cause said nuisance to be
cured.
15. Parking Lot Rates and Revenues.
If so desired by Tenant, Tenant may charge patrons of baseball games conducted by
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Tenant at the Stadium a per vehicle charge. Revenues derived from parking area charges shall
be retained by Tenant. Parking fees shall not be charged to participants on the soccer, softball or
little league fields or to guests visiting the Animal Center parking in the assigned lots.
Tenant is responsible for all personnel necessary to administer and supervise the
collection of all parking charges. Regardless whether or not Tenant charges parking fees for its
games, Tenant is responsible for providing the necessary staff and parking passes required to
insure that all users of the sports complex park within the designated parking areas during all
Tenant game days. The cost of printing the parking passes for City league players and league
officials shall be paid for by Tenant.
At least once every five (5) years, City and Tenant shall meet and confer to discuss a City
proposal to increase parking rates and/or impose parking surcharges for Stadium improvements.
Any such increase to the parking rates and/or imposition of parking surcharges shall take effect
upon the mutual agreement of City and Tenant.
16. Indemnification and Hold Harmless.
Except for City’s sole negligence or willful misconduct, Tenant shall defend, indemnify
and hold harmless City from and against any and all claims which actually or allegedly arise out
of or are related to Tenant’s use or occupancy of the Stadium, or which actually or allegedly
arise out of or are related to the conduct of Tenant’s business or which actually or allegedly arise
out of or are related to any activity, work or things done or permitted by Tenant, or its
employees, contractors or agents, in or about the Stadium and parking lots and shall further
indemnify and hold harmless City from all costs, attorney’s fees, expenses and liabilities
incurred in the defense of any such claim or any action or proceeding brought thereon.
City shall not be liable to Tenant for any damage to Tenant’s property from any cause,
and Tenant waives all claims against City for damage to person or property arising for any
reason, except that City shall be liable to Tenant for damage to Tenant’s property resulting from
the acts or omissions of City or its authorized representatives.
17. Tenant’s Insurance Coverage.
17.1 Tenant, at Tenant’s sole cost and expense, shall maintain through the term of this
Lease:
17.1.1 A policy or policies of Commercial General Liability - Insurance Services
Office Form CG 00 01 covering CGL on an “occurrence” basis, including products and
completed operations, property damage, bodily injury and personal and advertising injury with
limits of no less than Three Million Dollars ($3,000,000) per occurrence and shall apply
separately to this location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice
the required occurrence limit (or Six Million Dollars - $6,000,000), including the following
coverages:
(a) Stadium Operations Including Alterations (for sports events and
stadiums). The only exclusion which City shall accept to this coverage is that which excludes
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bodily injury to athletic participants only and which in no way excludes spectators. This
coverage shall also provide coverage for the continual use of the Team Office Space.
(b) Broad Form Contractual Liability.
(c) Broad Form Property Damage.
(d) Products Liability (for the sale of souvenirs, athletic equipment and
for the sale of food and drink).
(e) Personal Injury.
(g) Open Air Parking (for which a charge is made).
(h) Liquor Legal Liability with a minimum limit of Two Million
Dollars ($2,000,000) per occurrence/aggregate.
(i) Fire Legal Liability with a minimum limit of Two Million
Dollars ($2,000,000) per occurrence/aggregate.
17.1.2 A policy or policies of Automobile Liability insurance with a minimum
limit of liability of no less than two Million Dollars ($2,000,000) Combined Single Limit for
bodily injury and property damage per accident and which includes coverage for any owned,
leased, non-owned and/or hired autos and which provides Uninsured Motorist coverage
according to minimum state requirements.
17.1.3 Property Insurance against all risks of loss to any tenant improvements or
betterment, at full replacement cost with no coinsurance penalty provision.
17.1.4 A policy providing workers’ compensation insurance coverage with the
statutory limits of liability as set forth by the laws of the State of California and including not
less than One Million Dollars ($1,000,000) Employer’s Liability, applicable to employees of
Tenant.
17.2 Each policy providing coverage as required by Section 17.1 above must provide:
17.2.1 That City, its officers, officials, agents, employees, volunteers, contractors
and invitees are additional insured in connection with the operations of Tenant.
17.2.2 For any claims related to this Lease, the Tenant’s insurance coverage
shall be primary and non-contributory and at least as broad as ISO CG 20 01 04 13 as respects to
City, its officers, officials, employees, and volunteers in connection with the operations of
Tenant. Any insurance or self-insurance maintained by the City, its officers, officials, employees,
or volunteers shall be excess of the Tenant’s insurance and shall not contribute with it. This
requirement shall also apply to an Excess or Umbrella liability policies.
17.2.3 Cross Liability coverage or its equivalent (Separation of
Insureds/Severability of Interests).
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17.3 Tenant hereby grants to City a waiver of any right to subrogation which any
insurer of said Tenant may acquire against the City by virtue of the payment of any loss under
such insurance. Tenant agrees to obtain any endorsement that may be necessary to affect this
waiver of subrogation, but this provision applies regardless of whether or not the City has
received a waiver of subrogation endorsement from the insurer. However, the Workers’
Compensation policy shall be endorsed with a waiver of subrogation in favor of the City for all
work performed by the Tenant, its employees, agents and subcontractors.
17.4 Tenant shall provide immediate written notice if (1) any of the required insurance
policies are cancelled, (2) the limits of any of the required policies are reduced, or (3) the
deductible or self-insured retention is increased.
17.5 If Tenant engages another party to provide the operation of refreshment, souvenir
and/or other concessions, as permitted hereinabove, such other party or parties so engaged, at
said party’s or parties’ own cost and expense, obtain and keep in force throughout the term of
this Lease, a policy or policies of commercial general liability insurance (including products
liability coverage) separately providing limits and coverage as aforesaid arising out of each such
concessionaire’s operations. Before any person other than Tenant operates any refreshment,
souvenir or other concession, Tenant shall notify City of the name and business addresses of
such concessionaire and a copy of their certificate of insurance confirming the coverages as are
herein specified.
18. City’s Insurance Coverage.
18.1 At its sole cost, the City regularly maintains and shall continue to maintain
property and liability insurance coverage, covering among other things the subject premises
(except tenant improvements and betterments) through a statewide intergovernmental risk
sharing joint powers authority. Through this program the City purchases property insurance
including real and personal property, all-risk, replacement cost and boiler and machinery
coverage, from various insurance carriers, at primary and excess layers as appropriate. The
coverage is and shall be maintained in amounts typically maintained by the City for other City-
owned property including an appropriate deductible.
19. 18.2 City agrees to provide Tenant with evidence of liability and property coverage,
naming Tenant as an additional covered party as necessary, limited to Tenants use of the
subject premises, for designated City events held during the period of March 1 through
September 30.Evidence of Coverage.
19.1 Except as otherwise provided herein, each policy obtained by Tenant to comply
with the provisions of this Lease must have an effective date no later than the commencing date
of this Lease and the named insured on each policy must be identical to Tenant herein. Tenant
agrees to furnish evidence, reasonably acceptable to City, that the insurance requirements of this
Lease have been fulfilled. Such evidence is to be placed on file by the Tenant with the City
Manager.
19.2 No occupancy or use of the Stadium shall be made by Tenant or its agents,
contractors, employees or invitees, under the provisions of this Lease until evidence reasonably
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acceptable to City Manager that the aforesaid insurance requirements have been fulfilled has
been received by the said City Manager. Each policy, binder or certificate of insurance is subject
to the approval of City Manager as to form and issuing company. Should any of the insurance
requirements set forth in this Lease not be fulfilled by Tenant in a manner reasonable acceptable
to said City Manager as provided in this Lease, said City Manager may purchase any or all of
the insurance required to correct such deficiencies and the Tenant agrees that the premium
incurred therefor shall constitute an additional fee to be paid by Tenant to City upon demand.
19.3 During the first thirty (30) days of coverage of any policy obtained by Tenant to
fulfill requirements of this Lease, evidence may be in the form of an insurance binder; provided
that any such binder must include language to fulfill the requirements, including endorsement
requirements, in addition to the normally accepted items in a binder, such as, but not limited to,
coverage, limits of liability, date coverage was effective, expiration date of binder, name of
insuring company and signature of authorized company representative.
19.4 As long as their respective insurers so permit, City and Tenant hereby mutually
waive their respective rights to recovery against each other for any loss insured by fire, extended
coverage, other property insurance policies required under this Lease existing for the benefit of
the respective parties. Each party shall obtain any special endorsements, if required by their
insurer to evidence compliance with the aforementioned waiver.
20. City Not A Bailee.
It is further hereby understood and agreed that City in no way purports to be a bailee
hereunder and is in no way responsible for Tenant’s lost, stolen or damaged property unless City
or any of City’s agents take possession of Tenant’s.
21. Possessory Interest Tax.
Tenant hereby acknowledges that this Lease creates a possessory interest subject to
property taxation pursuant to California Revenue and Taxation Code Section 107 and that Tenant
may be subject to payment of property taxes levied on such interest, and that such tax payment
shall not reduce any monies due to City hereunder and any such tax shall be the liability of and
be paid by Tenant.
22. Compliance with Orders, Ordinances and Laws.
Tenant shall fully comply with all Federal, State and local laws, statutes and ordinances.
23. Discharge of Claims, Liens, Taxes.
Tenant shall discharge or provide for the discharge of all claims which it has authorized
or incurred for labor, materials and supplies furnished for or in connection with the Stadium and
games and other events produced or presented by Tenant therein and pay all taxes, assessments
or other governmental charges lawfully levied or assessed by reason of its use upon or in respect
of the Stadium or any part thereof or upon any of the revenues received by Tenant therefrom.
Tenant agrees to keep and shall keep the Stadium and Team Office Space free and clear of any
mechanic’s or materialmen’s liens or other liens of any kind or nature for any work done, labor
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performed, or material furnished thereon at the instance or occasion of Tenant; and Tenant
further agrees to indemnify and save harmless City and its assignees from and against any and all
claims, liens, demands, costs and expenses of whatsoever nature for any such work done, labor
performed, or materials furnished. Tenant shall pay all taxes (real, personal or whatever other
character) that may be levied or charged upon the rights of Tenant to occupy the Stadium, the
luxury boxes and/or the Team Office Space, or upon Tenant’s improvements, fixtures,
equipment, or the property thereon, or upon Tenant’s operations hereunder. Tenant shall also
obtain and pay for all other licenses or permits necessary or required by law for the conduct of its
operations hereunder.
24. Stadium Name and Naming Rights.
The parties acknowledge that the Stadium has historically been referred to by the parties
and the general public as the Epicenter and the larger area (portions of which are not the subject
of this Lease) is referred to by the parties and the general public as the Rancho Cucamonga
Entertainment and Adult Sports Complex. In that regard, City shall have the right, title and
license to use the phrase “the Epicenter” in reference to the Stadium and the “Rancho
Cucamonga Entertainment and Adult Sports Complex” in any and all ways and contexts
whatsoever without charge or interference by Tenant.
Tenant has the right to secure a naming rights sponsorship for the Stadium itself, which
will include a re-naming of the Stadium. City shall have the right to approve any proposed
naming rights agreement, and will not unreasonably withhold such approval. No naming rights
agreement will be approved with any alcohol or tobacco business. A naming rights agreement
with a casino would be a permitted use by City. Any naming rights conveyed must be in good
taste. In the event that a naming rights agreement is approved for the Stadium, Tenant and City
agree to utilize the approved new Stadium name when referencing the Stadium. City shall have
the same rights to use the phrase “the Epicenter” in reference to the “Rancho Cucamonga
Entertainment and Adult Sports Complex” conferred by the prior paragraph.
If City approves a naming rights agreement for the stadium, Tenant may retain any
revenue from such an agreement, provided that Tenant delivers to City with full and complete
copies of any and all naming rights agreements.
Tenant shall be responsible for all costs and completion of all work associated with
fulfilling the requirements necessary for the naming rights sponsorship, including but not limited
to signage, graphics, marketing and communications relating to the team and within the Stadium.
Any tickets distributed as part of a naming rights package shall be recorded as fully paid
tickets for which City shall receive the 10% admissions tax.
25. Staffing and Concessions.
Tenant shall provide all event personnel, including, without limitation, ticket sellers,
ticket takers, ushers, clubhouse matrons, clubhouse janitors, medical persons, switchboard, sound
and scoreboard persons, and other supervisory personnel, and all other personnel reasonably
necessary for the operation of the Stadium for its baseball games. Tenant shall also provide at
each baseball game medical support staff consisting of a minimum of one person who may be a
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Medical Doctor, a Registered Nurse or a Certified Emergency Medical Technician (EMT).
Further, Tenant shall have the right to staff and operate all concessions during all of its baseball
games within the Stadium.
Tenant agrees that organized sports leagues, organized sports tournaments, or City events
may operate on or in proximity to the fields adjacent to the Stadium. Such events are permitted
to conduct their own concessions outside of the Stadium.
For those occasions when City schedules an Event (as defined in Section 12.5) at the
Stadium, Tenant, at its option, shall either (1) permit City or the Third Party (as defined in
Section 12.5) to arrange for its own concessions at the Event; or (2) contract, upon mutually
agreeable terms, with City or the Third Party to make available its own concessionaire for the
Event on substantially the same terms and prices, and in the same manner, as provided by such
concessionaire at Tenant’s baseball games during the then current baseball season or
immediately preceding baseball season, if the Event is scheduled during the offseason. City may
use any Stadium equipment owned by City as part of its concession operations but may not use
Tenant’s equipment without prior written approval of Tenant. Tenant shall cooperate with City
and take all actions necessary to ensure that alcoholic beverages may be sold at Events held
inside and outside of the Stadium.
26. Game Day Sheriff Department Security
Tenant shall be responsible for providing all necessary game day Sheriff Department
security for the Stadium and each and every baseball game held at the Stadium. It is anticipated
that two (2) Sheriff deputies (one regular deputy and one reserve deputy) shall be required for
every game. These deputies will work inside the Stadium, and will not be assigned to the
parking areas or traffic control. During each year of the term hereof, Tenant shall pay for actual
game day Sheriff costs incurred by the City, in accordance with the terms of this section. Tenant
shall make payment within thirty (30) days of receiving an invoice from the City for Sheriff
security services. Notwithstanding any other term or provision contained in this Section 26,
Sheriff security shall he provided in accordance with the above-referenced criteria, and should
attendance compel the employment of deputies or supervisor in addition to those referred to
above. Tenant shall reimburse City for the cost of providing such additional deputies or
supervisors within thirty (30) days of City providing to Tenant a statement reflecting such
additional costs. City and Tenant shall confer on an annual basis in establishing a security
management plan.
27. Maintenance and Repair.
27.1 Except as specifically provided in Section 27.2 below, City shall, at City’s sole
cost and expense, and at all times keep the Stadium and every part thereof in good order,
condition and repair, structural and nonstructural, whether or not such portion of the Stadium
requiring repair, or the means of repairing the same, are reasonably or readily accessible to City
and whether or not the need for such repairs occurs as a result of Tenant’s use, any prior use, the
elements or the age of such portion of the Stadium. Without limiting the generality of the
foregoing, maintenance and repair shall include all equipment or facilities serving the Stadium,
such as plumbing, heating, air conditioning, ventilating, electrical, lighting facilities, fire
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sprinkler and/or standpipe and hose or other automatic fire extinguishing system, including fire
alarm and/or smoke detection systems and equipment, fire hydrants, fixtures, walls (interior and
exterior), foundations, ceilings, roofs, floors, windows, doors, plate glass, skylights, landscaping,
driveways, parking lots, fences, retaining walls, signs, sidewalks and parkways located in, on,
about, or adjacent to the Stadium.
27.2 Except as specifically provided in Section 27.4 below, City’s routine maintenance
shall include maintenance of lighting, cleaning of the parking lot, grandstand and bleachers,
cleaning public restrooms, landscape maintenance, including playing field maintenance and
repairs required for operation of the Stadium such as repair of asphalt surface, irrigation system
repairs, plumbing repairs, electrical repairs and painting for cosmetic purposes. In addition,
immediately following each game, City shall remove debris from seats, walkways, the playing
field and the parking lots.
27.3 Notwithstanding anything to the contrary stated herein, Tenant shall be
responsible to repair, at Tenant’s sole cost and expense, any damage to the Stadium and/or
equipment contained therein caused by Tenant or its officers, agents, licensees, employees or
visiting teams.
27.4 Tenant shall perform the following maintenance activities:
27.4.1 Immediately following each game, Tenant shall cause to be stored and
secured all equipment, laundry items and any and all other materials to be placed in lockers and
other service areas.
27.4.2 Tenant shall maintain in operable condition and clean all equipment
related to the operation of concessions in the Stadium. This includes the regular cleaning of
equipment such as grease filters, exhaust hoods, etc. which require special maintenance due to
use of the concession areas by Tenant.
27.4.3 Tenant shall maintain, clean and repair the Team Office Space and the
ticket booth.
27.4.4 Tenant shall maintain in operable condition and clean any and all
equipment and items of personal property which Tenant owns and uses pursuant to this Lease.
27.4.5 Tenant shall maintain and clean the home team, visiting team and umpire
locker rooms during the Tenant’s baseball season. Cleaning and maintenance provided by
Tenant shall conform to the specific standards described in Exhibit “D” attached hereto.
27.4.6 Tenant shall be responsible for specific Stadium cleanup responsibilities
during and following all games conducted by Tenant, including exhibition and special games.
These responsibilities include, but are not limited to cleaning food and beverage spills, emptying
trash receptacles and depositing waste bags in designated trash bins, picking up and removing all
refuse from concessions, cleaning of all public restrooms, stocking of restroom supplies, etc.
Cleaning and maintenance provided by Tenant shall conform to the specific standards described
in Exhibit “E” attached hereto.
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27.4.7 With regards to Tenant’s maintenance responsibilities described in
sections 27.4.5 and 27.4.6 above, in the event that Tenant does not perform the work in
accordance with the required City standards, City reserves the right at its sole discretion to
assume responsibility for the work, in which case the annual Base Rent paid to City by Tenant
will increase by $18,000 each year.
28. Alterations.
Except as otherwise specifically provided herein, Tenant shall not make any structural or
nonstructural alterations to the Stadium without first obtaining the City’s written consent.
29. Construction Bond Requirements.
In the event that alterations to the Stadium are made by Tenant in excess of One Hundred
Thousand Dollars ($100,000) gross cost per alteration, in accordance with the provisions of this
Lease, Tenant shall provide such faithful performance bonds, payment bonds and labor and
material bonds as City may reasonably demand and the terms and provisions of the construction
or maintenance contract to accomplish any such alterations, maintenance or repairs to the facility
shall be subject to the reasonable approval of the City Manager or his designee and the City
Attorney.
30. Destruction.
30.1 If, during the term of this Lease, the Stadium is totally or partially destroyed from
any cause, rendering the facility totally or partially inaccessible or unusable and, if under the
existing laws, the restoration can be completed within one hundred eighty (180) working days
after the date of destruction, City shall restore the facility to substantially the same condition as it
was in immediately before destruction, and such destruction shall not terminate this Lease.
30.2 If the restoration cannot be made in the time stated above in Section 30.01, then
within fifteen (15) days after the parties determine that the restoration cannot be made in said
time, Tenant may terminate this Lease immediately by giving notice to City. If Tenant fails to
terminate this Lease, City, at its election, may either terminate this Lease, or restore the facility
within a reasonable time, in which event this Lease shall continue in full force and effect.
30.3 When such destruction occurs within ninety (90) days of the last day of the then
current baseball season or if MLB PDL determines that the Stadium is in such a condition that
the Club is unable to play its Home Games at the Stadium, Tenant may conduct the remainder of
its Home Games during that season within some other facility without impairment of any of its
rights hereunder and the rent for that season due hereunder shall be equitably adjusted.
30.4 Notwithstanding anything to the contrary above, to the extent that the Stadium (or
any portion thereof) is rendered untenantable by such destruction or by City’s restoration work
under this Section, the Annual Rent and the capital improvement payment provided for under
Section 13 of this Lease shall proportionately abate.
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31. Alcoholic Beverages, Smoking and Fireworks.
31.1 Attached hereto as Exhibit “F” is a policy controlling the sale and consumption of
alcoholic beverages in the Stadium adopted by City’s City Council. Said policy shall apply to
events in the Stadium operated hereunder by Tenant. Tenant will comply in all respects with that
policy in operating hereunder.
31.2 Under the provisions of City’s Municipal Code, smoking is prohibited and
unlawful in stadiums except in currently designated smoking areas. Tenant shall maintain and
enforce current smoking regulations at the Stadium which prohibit smoking anywhere in the
Stadium except for the two designated smoking areas at the bottom of the two (2) wheelchair
ramps.
31.3 Tenant may conduct fireworks displays in conjunction with its events provided
for herein so long as Tenant obtains the permits and pays the required costs of doing so as
prescribed by the Rancho Cucamonga Fire Protection District and City. City and Tenant shall
confer on an annual basis to review costs and services to be provided.
32. Utilities.
City shall provide, or cause to be provided, all utilities, including water, gas, refuse and
electricity, necessary for all games at the Stadium, except for telephone and cable service to the
Team Office Space. Tenant shall provide telephone and cable service to the Team Office Space
at its sole cost and expense.
33. Scoreboards.
33.1 City Obligations. City and Tenant shall work together to replace the left field
scoreboard with a new one, and agree on the terms of maintenance and use, but City may require
that the terms of maintenance and use be the same as for the right field scoreboard, described
below. City will coordinate with Tenant regarding the specifications for the scoreboard, but City
shall have sole and absolute discretion on the final specifications included as part of the City’s
procurement process. In 2023, the City procured and installed a new right field scoreboard.
Title to both the left field and right field scoreboards shall vest in City.
33.2 Tenant Obligations. Tenant, at its sole cost and expense, shall control, maintain,
operate and repair (other than paying electrical costs) the right field scoreboard during the term
of this Lease including providing and maintaining adequate software to operate the scoreboard.
Tenant shall be solely responsible for configuring the scoreboard so that it operates with
Tenant’s scorekeeping and video equipment, including procuring any necessary software to
operate the new scoreboard. Tenant shall make the scoreboard available for use by City or third
parties during Events, as defined in Section 12.5, provided that Tenant shall be compensated for
its direct costs, if any, during such periods of use.
Tenant shall cause the right field scoreboard to include up to five (5) public service
messages per game, each ten (10) seconds in duration during each baseball game which occurs at
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the Stadium to be available to the City, when requested at least three (3) days in advance of each
game, in writing, by City’s City Manager or designee.”
Tenant, at its sole cost and expense, shall control, maintain, operate and repair the left
field scoreboard until it is replaced. Such maintenance, operation and repair responsibility shall
include, but not be limited to, repair of damage caused by wind, cleaning, painting, and bulb
replacement. Upon the expiration or earlier termination of this Lease, title to the left and right
field scoreboards shall vest in City.
34. Name of Team.
Any professional baseball club that plays its Home Games at the Stadium pursuant to this
Lease shall be called the “Rancho Cucamonga Quakes.” If future unforeseen circumstances
necessitate a change to the professional baseball club’s name, then City and Tenant shall meet
and confer on an amendment to this Section of the Lease subject to mutual agreement of the City
and Tenant.
35. City Luxury Box, Preferred Parking Passes, Seats and Community Events.
In order to involve the community of Rancho Cucamonga in its operation of a
professional baseball club at the Stadium, Tenant shall provide the following:
35.1 Tenant shall provide to City the exclusive use of the luxury box now being
utilized by City (two combined boxes) and two preferred parking passes for each baseball game
and other event operated by Tenant hereunder;
35.2 Annually, the City will receive 7,000 tickets for the season, to be used at the
City’s discretion to recognize achievements by community organizations, businesses, and/or
citizens, to promote interest in the City of Rancho Cucamonga. The tickets shall be evenly
distributed amongst the games played in each season, but they are not required to include game
dates such as opening day, closing day, or other dates that are traditionally sold out. The tickets
shall be provided to the City at least thirty (30) days prior to the first game of each season.
Tenant agrees that ticket holders/groups will have the opportunity to upgrade tickets at the
holders/groups expense. Handicap seating shall be included in these tickets. The City will
provide Tenant with criteria for distribution of the tickets.
35.3 Tenant’s baseball team will host at the Stadium, at Tenant’s cost, up to a total of
five (5) events for City, school districts located within City, and youth sports groups operating
within City during each calendar year during the term hereof. Such events shall involve themes
such as “say no to drugs” and “stay in school” as well as others mutually agreed to by City
through the City Manager, or his designee, and Tenant.
35.4 Annually, Tenant shall provide to City the use of one or both mascots (Tremor
and Aftershock) for a maximum of six (6) community events at no cost to City.
35.5 For all games conducted by Tenant at the Stadium, if a handicap seat is requested
in a certain section, but none is available, and a seat is available in an adjacent section, the
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handicap seat shall be obtained at the lower of the two prices charged for the two sections.
Tenant shall follow all applicable regulations detailed in the Americans with Disabilities Act
with regards to sale of tickets and seating of patrons.
36. Events of Default by Tenant and City’s Remedies.
36.1 The following events are hereinafter referred to as “events of default by Tenant”:
36.1.1 Tenant shall fail to duly and punctually make any payments to City as
required hereunder, including, but not limited to, any rent payment when due to City within
thirty (30) days after written notice from City for nonpayment thereof.
36.1.2 The happening of any act which results in the suspension or revocation of
the rights, powers, licenses, permits and authorization, including, without limitation, the rights
under the Rancho Cucamonga Quakes PDL License Agreement, necessary for the conduct of
Tenant operations authorized herein which causes an interruption in the playing of games for a
period of thirty (30) days or more.
36.1.3 The interest or estate of Tenant under this Lease shall, by operation of law,
be assigned or transferred to, passed to or devolve upon, any other person, firm or corporation,
except as specifically permitted hereunder.
36.1.4 Tenant shall, without the prior written approval of City, become a
participant corporation in a merger (whether or not surviving), a constituent corporation in a
consolidation, or a corporation in dissolution, except as specifically permitted hereunder.
36.1.5 The levy of any attachment or execution, or the appointment of any
receiver, or the execution of any other process of any court of competent jurisdiction which does
or as a consequence of such process will prevent Tenant’s use and occupancy hereunder or
otherwise interfere with its operations hereunder, and which attachment, execution, receivership,
or other process of such court is not vacated, dismissed, or set aside within a period of sixty (60)
days.
36.1.6 Tenant shall become insolvent, or shall take the benefit of any present or
future insolvency statute, or shall make a general assignment for the benefit of creditors, or file a
voluntary petition in bankruptcy, or a petition or answer seeking an arrangement for its
reorganization, or the readjustment of its indebtedness under the federal bankruptcy laws or
under an) other law or statute of the United States, or of any state law, or consent to the
appointment of a receiver, trustee, or liquidator, and such act presents Tenant from conducting
games at the Stadium for a period of thirty (30) days or more.
36.1.7 By order or decree of a court, Tenant shall be adjudged bankrupt, or an
order shall be made approving a petition filed by any of the creditors seeking its reorganization
or the readjustment of its indebtedness under the federal bankruptcy laws, or under any law or
statute of the United States, or any state thereof and such act prevents Tenant from conducting
games at the Stadium for a period of thirty (30) days or more.
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36.1.8 A petition under any part of the federal bankruptcy laws, or an action
under any present or future solvency law or statute shall be filed against Tenant and shall not be
dismissed within ninety (90) days after the filing thereof and such act prevents Tenant from
conducting games at the Stadium for a period of thirty (30) days or more.
36.1.9 By or pursuant to, or under authority of any legislative act, resolution or
rule or any order or decree of any court, governmental board, agency, or officer having
jurisdiction, a receiver, trustee, or liquidator shall take possession or control of all or
substantially all of the property of Tenant, and such possession or control shall continue in effect
for a period of ninety (90) days and prevents Tenant from conducting games at the Stadium for a
period of thirty (30) days or more.
36.1.10 Any lien (including, without limitation, mechanic’s and materialmen’s
liens) is filed against the Stadium because of any act or omission of Tenant and is not removed
within ninety (90) days.
36.1.11 Tenant shall voluntarily abandon, desert, vacate or discontinue its
operation herein authorized.
36.1.12 Nothing in this Section shall require Tenant to monitor, observe or pay
any tax, lien, claim, charge or demand so long as the validity or enforceability thereof shall be
contested in good faith.
36.2 No acceptance by City of rent or other payments, for any period or periods after a
default of any of the terms, covenants and conditions to be performed, kept or observed by
Tenant shall be deemed a waiver of any right on the part of City to terminate this Lease on
account of such default.
36.3 No waiver by City of any default on the part of Tenant in the performance of any
of the terms, covenants, or conditions hereof to be performed, kept or observed by Tenant shall
he or be construed to be a waiver by City of any other or subsequent default in performance of
any of said terms, covenants and conditions.
36.4 If any of the events of default enumerated in Section 36.1 occur subsequent to
Tenant’s entering into use and occupancy of the Stadium or Team Office Space or any part
thereof, and after due notice as provided herein, Tenant has failed to cure or correct such default,
then, in addition to any and all rights and remedies of City hereunder and/or by law provided, but
subject at all times to Section 50, City shall have the right:
36.4.1 To terminate this Lease by written notice to Tenant and to re-enter such
Stadium and Team office Space and take possession thereof and remove all persons connected
with Tenant therefrom and Tenant shall have no further claim thereon or hereunder; and
36.4.2 To require in writing a written report from Tenant concerning all of its
debts and obligations, financial status and prospective income. If such report is not delivered to
City within one month thereafter, prepared by Tenant’s accountants, it shall be the right of City’s
representatives and accountants to inspect all books of accounts and records of Tenant for the
purpose of obtaining such information. From the date of such request, Tenant shall not make any
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further arrangements for the presentation of any event in the Stadium unless authorized in
writing by City to do so. Tenant shall be permitted to continue to present any event that is at
such time taking place in the Stadium if, in the opinion of City, it will be of advantage to City for
Tenant to so continue. Tenant shall also be permitted to finish out all or part of the remainder of
its Season if. Upon receiving the financial information above specified and examining the same,
it shall be the right, but not the obligation, of City to declare the term hereof ended, to specify the
termination date, and on said termination date to re-enter the Stadium and remove all persons
connected with Tenant therefrom and Tenant shall have no further claim thereon or hereunder.
36.4.3 The remedies given to City in this Section shall be in addition and
supplement to all other rights or remedies which City may have under the laws then in force.
36.4.4 Tenant hereby waives any and all rights of redemption granted by or under
any present or future law, or statute, arising in the event it is evicted or dispossessed for any
cause or in the event City obtains or retains possession of the Stadium or any part thereof in any
lawful manner.
36.4.5 If City claims that a default by Tenant has occurred hereunder which is not
an “event of default” enumerated in Section 36.1 hereof, the provisions of Section 40 hereof
shall apply.
37. Events of Default by City and Tenant’s Remedies
37.1 The following events are hereinafter referred to as “events of default” by City:
37.1.1 City shall fail to keep, perform and observe each and every promise,
covenant, condition and agreement set forth in this Lease on its part to be kept. performed or
observed within thirty (30) days after written notice of default thereunder from Tenant except
where fulfillment of City’s obligation requires activity over a period of time and City shall have
commenced to perform whatever may be required to cure the particular default within ten (10)
days after such notice and continues such performance diligently and without interruption except
for causes beyond its control.
37.1.2 No waiver by Tenant of any default on the part of City in the performance
of any of the terms, covenants, or conditions hereof to be performed, kept or observed by City
shall be or be construed to be a waiver by Tenant of any other or subsequent default in
performance of any of said terms, covenants and conditions.
37.1.3 If any of the events of default enumerated in Section 37.1 of this Lease
occur subsequent to Tenant’s entering into the use and occupancy of the Stadium or Team Office
Space, or any part thereof, and after notice as provided herein, City has failed to cure or correct,
then in addition to any and all rights and remedies of Tenant hereunder and/or by law provided, it
shall be the right of Tenant to terminate this Lease by written notice to City and to surrender the
Stadium and the Team Office Space and City shall have no further claim upon Tenant thereon or
hereunder; provided, however, Tenant shall remove all of its equipment, supplies, furnishings,
inventories, removable fixtures and other personal property at its own expense and without
damage to the Stadium or the Team Office Space.
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37.1.4 The remedies given to Tenant in this Section shall be in addition to and
supplemental to all other rights or remedies which Tenant may have under the laws then in force.
38. Incorporation of Recitals.
The recitals set forth above are true and correct and incorporated herein by reference.
39. MLB PDL Required Language.
This Lease is subject to the language set forth in Exhibit “G” attached hereto and
incorporated herein.
40. Arbitration of Disputes.
Disputes between the parties of this Lease as to matters not defined as an “event of
default” shall be arbitrated as follows:
40.1 If at any time during the continuance of this Lease any dispute, which is subject
to arbitration under the terms of this Lease, arise and the differences cannot be satisfactorily
resolved, it shall be referred to arbitration in the City of Rancho Cucamonga, County of San
Bernardino, State of California, to a Panel determined as follows:
40.1.1 Each party shall, within ten (10) business days after either party’s election
to arbitrate, appoint one disinterested individual and the persons so appointed shall, if they are
unable to arrive at a decision within ten (10) business days, appoint a third arbitrator. If either
party neglects or refuses to appoint an arbitrator, then the single arbitrator shall resolve the
dispute.
40.1.2 The Panel shall then determine the matter in dispute by a determination
arrived at by a majority of the arbitrators or by both arbitrators, as the case may be, and such
determination shall be final and binding upon the parties hereto, their respective successors and
assigns.
40.1.3 The Panel shall fix their own compensation and shall assess the costs and
charges upon either or both parties.
40.1.4 The Panel, in hearing evidence and arriving at their decision, may, if they
so elect, use the rules of evidence in effect at the time of the arbitration in the State of California.
40.1.5 Judgment on any arbitration award may be entered into a court of
competent jurisdiction.
40.1.6 The issues that are subject to arbitration should, if at all possible, be
decided by the arbitration determining a remedy, other than termination of this Lease.
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41. Attorneys’ Fees/Legal Costs.
As between Tenant and City, if any action at law or in equity or any arbitration shall be
brought to enforce or interpret the terms of this Lease, the prevailing party shall be entitled to
recover from the other party as part of the prevailing party’s costs reasonable attorneys’ fees, the
amount of which shall be fixed by the court or arbitrator and shall be made a part of any
decision, judgment or decree rendered.
42. Severability
The invalidity of any provision of this Lease, as determined by a court of competent
jurisdiction, shall in no way affect the validity of any other provision hereof.
43. Captions.
Paragraph headings in this Lease are used solely for convenience and shall be wholly
disregarded in the construction of this Lease.
44. Covenant and Conditions.
Each provision of this Lease performable by Tenant shall he deemed both a covenant and
a condition.
45. Notices.
Except as otherwise provided herein, any notice, statement, demand, request, consent,
approval, authorization, offer, agreement or communication, that either party hereto desires, or is
required to give to the other party, shall be in writing and shall be sufficiently given and served
upon the other party if sent by certified mail, return receipt requested or by reputable overnight
messenger for next business day delivery, and addressed as specified below. Either party hereto
may change its address for purposes of this Lease by giving the other party appropriate written
notice of the change of address. Notice shall be deemed to be communicated forty-eight (48)
hours of the time of mailing or delivery to the applicable messenger service (unless later delivery
is indicated by such service, in which case the date of delivery shall apply):
City Manager
City of Rancho Cucamonga
10500 Civic Center Drive
Rancho Cucamonga, CA 91730
Rancho Baseball, LLC
c/o Robert A. Brett
8408 Rochester Avenue
P.O. Box 4139
Rancho Cucamonga, CA 91730
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46. No Third Party Beneficiaries of Lease.
Any insurance coverage required herein is for the protection of City, its officers, agents,
employees, contractors, and invitees. No third party beneficiaries other than as specifically
named herein are contemplated under any provision of this Lease, nor is it the intent of this
Lease to create any right in same.
47. Entire Agreement.
This Lease contains all covenants and agreements between City and Tenant relating in
any manner to the leasing, use and occupancy of the Stadium, including Tenant’s use and
occupancy of the Team Office Space and other matters set forth in this Lease. No prior
agreements or understanding pertaining to the same shall be valid or of any force or effect and
the covenants and agreements of this Lease shall not be altered, modified or added to (i) except
in writing signed by City and Tenant and (ii) unless all necessary PDL Approvals have been
obtained in advance thereof.
48. City Manager Authority.
The City Manager of the City shall have the authority to issue all consents and approvals
hereunder on behalf of City, and to enter into non-substantial amendments on behalf of City,
provided such consents, approvals and amendments are in writing.
49. Surrender Of Possession.
49.1 Tenant shall yield and deliver peaceably to City the possession of all portions of
the Stadium occupied by it, including the Team Office Space promptly and in good condition
(ordinary wear and tear and loss or damage by fire, other casualty or acts of God excepted) on
the date of the expiration or sooner termination or cancellation of this Lease, whether such
termination is by cancellation, expiration or otherwise.
49.2 Subject to the provisions of the foregoing sections hereof, Tenant shall have the
right during the term hereof to remove its equipment, supplies, furnishings, inventories,
removable fixtures and other personal property from the Stadium and Team Office Space at its
own expense and without damage to the Stadium and Team Office Space. If Tenant fails to
remove such property on or before the termination or expiration of this Lease, City may remove
such property to a public warehouse for deposit or retain the same in its own possession and sell
the same at public auction, the proceeds of which shall be applied first to the expenses of
removal, storage and sale, and second, to any sums owed by Tenant to City, with any balance
remaining to be paid to Tenant. If the expenses of such removal, storage and sale shall exceed
the proceeds of sale, then Tenant shall pay such excess to City upon written demand.
49.3 No agreement of surrender or to accept a surrender of possession of the Team
Office Space and/or Stadium shall he valid unless and until the same shall have been reduced to
writing and signed by the duly authorized representatives of City and of Tenant. Except as
expressly provided in this Section, neither the doing of, nor omission of, any act or thing, by any
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of the officers, agents, or employees of City shall be deemed an acceptance of a surrender of
possession of the Stadium under this Lease.
50. Force Majeure.
Except for Tenant’s obligations to pay rent and other sums under this Lease, the parties
shall be excused from performing their respective obligations hereunder in the event they are
prevented from so performing by reason of floods, earthquakes, epidemic, pandemic, other
natural disasters, war, civil insurrection, riots, acts of any government (including judicial action),
and other similar catastrophic events which are beyond the control of and not the fault of the
party claiming excuse from performance hereunder.
51. Recordable Memorandum of Lease.
Concurrently with its execution and delivery of this Lease (or a counterpart thereof),
Tenant shall execute, cause to be duly acknowledged by a notary, and deliver to City a
counterpart of a Memorandum of Lease in the form attached hereto as Exhibit “H”, for execution
and recording by City (as required by California law applicable to municipal leases).
[SIGNATURE PAGE FOLLOWS]
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IN WITNESS WHEREOF, the parties hereto have executed this Lease.
CITY OF RANCHO CUCAMONGA
By:
L. Dennis Michael, Mayor
ATTEST:
Janice Reynolds, City Clerk
APPROVED AS TO FORM:
________________________________
Nicholas Ghirelli, City Attorney
RANCHO BASEBALL, LLC
By:
Print Name:
Title: _______________________________
[NEED COPY OF LLC-1 FILING, AND IN
ORDER TO VERIFY SIG BLOCK/AUTHORITY,
NEED COPY OF LLC OPERATING
AGREEMENT]
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EXHIBIT “A”
DESCRIPTION OF LAND
(Attached.)
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EXHIBIT “A-1”
DESCRIPTION OF STAFF PARKING LICENSE AREA
(Attached.)
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EXHIBIT “B”
PAYMENT OF REMITTANCE FORM
(Attached)
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CITY OF RANCHO CUCAMONGA
PAYMENT REMITTANCE FORM
ENTITY: RANCHO CUCAMONGA QUAKES
PAYMENT MONTH ____________________ 20__
DESCRIPTION ACCOUNT AMOUNT MONTH/YR
2024 BASE RENT (Lease Section 5.1)$___________/month ____________
ADMISSIONS TAX (Lease Section 5.2)
(Due by 1st of each month - June-
November based on 10% of actual ticket
sales from 2 months prior. Minimum of
$90,000 per year with balance paid in
December)
$ _______________________
CAPITAL IMPROVEMENT PLAN $ _______________________
OTHER (Please specify)$ _______________________
TOTAL PAYMENT
____________________________
Signature
$ ___________
_____________
Date
____________
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EXHIBIT “C”
DESCRIPTION OF TEAM OFFICE SPACE
(Attached.)
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EXHIBIT “D”
LOCKER ROOM CLEANING SCHEDULE
(Attached.)
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LOCKER ROOM CLEANING SCHEDULE
Daily Weekly Bi-weekly Monthly
Bathroom X Clean and sanitize all fixtures
Partitions X Wipe down
Sinks X Clean and sanitize
Showers (Walls and Floors)X Clean and sanitize
Floors X Clean and sanitize
Trash X Remove trash, re-line, clean can
if needed
Carpets (Vacuum)X Vacuum carpets daily, deodorize
weekly
Doors (Wipe down)X Clean or as needed
Supplies (Paper and soap)X Restock daily as needed
Windows X Clean
Window sills X Clean
Lockers X Wipe inside and outside
Furniture X Wipe down
Drains X Enzymes monthly or when team
is away
Carpets (Extract)X Extract monthly (minimum) or as
needed and spot clean as needed
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EXHIBIT “E”
OTHER TENANT CLEANING RESPONSIBILITIES
(Attached.)
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GAME TIME CLEANING
Keep walkways, concourse, restrooms, cafés, bleachers, ledges, countertops free of dust and debris
Trash cans to be emptied and relined as needed on cross aisle, walkways, restrooms,
concourse and outside main entrance
Wipe down all trash receptacles during and after game
Throughout the game check the usage of all trash receptacles and place all full trash bags in city
electric cart for disposal
Patrol and clean up any spills or debris throughout stadium
Report any damage, incidents or graffiti to the city staff
Wipe down and check all drinking fountains for proper operation during the game. Report any
needed repairs to city staff
Keep aisles and stairs clear
Monitor Men's and Women's restrooms every 30 minutes (clean and stock as needed).
Report any needed repairs to city staff
Monitor and remove empty boxes from concession stands and cafés
END OF GAME CLEANING
Empty all trash cans, sweep up any debris on concourse, cafés, bleachers and main
entrance, including Plaza and Pavilion
Sweep any trash inside of Women's and Men's restrooms, empty all feminine disposal
containers, clear and flush all toilets and urinals
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EXHIBIT “F”
ALCOHOLIC BEVERAGE POLICY/RULES
(Attached.)
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ALCOHOL BEVERAGE POLICY
The following policy relates to alcohol beverage (beer and wine only) sales at the stadium concession
and cafe facilities located in the sports complex. The policy is to be adhered to by the stadium tenant
and concessionaire for all stadium related events.
1.Beer is sold in a cup or container. The cup or container is to be of a different color and/or
material so as to be readily distinguishable from all other beverage containers and cups.
Pitchers may be used in the cafe area only and may not be removed from the cafe area.
2.No patron shall be sold more than two cups of an alcoholic beverage at any one time.
3.Age verification will be required for all patrons at the time of sale.
4.No alcoholic beverage will be served from the concession/cafe areas during the two final
innings of any game - after the seventh inning of a regular game or the fifth inning of the
second game of a double header. In the case of a non-baseball event no alcoholic beverage
will be sold 30 minutes or less prior to the scheduled ending of the event.
5.If City identifies specific concerns resulting from alcohol related promotions, Tenant agrees
to work with City towards effective solutions. .
6.No promotional items carrying marks of alcoholic beverage suppliers will be given to
fans under 21 years of age.
7.All staff, particularly ushers, concession/cafe sales personnel and security, will be
knowledgeable of this alcohol beverage policy.
8.If a patron is recognized by security staff as being intoxicated, security staff will
deny further service to the patron.
No alcoholic beverages will be sold from the concession facilities to any person located on the
exterior of the stadium building. Consumption of an alcoholic beverage outside of the stadium
building is not permitted under section 12.04.010 B of the Rancho Cucamonga Municipal Code.
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EXHIBIT “G”
Mandatory MLB PDL Language
a. This Lease and any rights granted to City or Tenant hereunder shall in all respects be
subordinate to the PDL Rules and Regulations, as long as Tenant is party to the Rancho
Cucamonga Quakes PDL License Agreement that is in effect. The issuance, entering into,
amendment or implementation of any of the PDL Rules and Regulations shall be at no cost or
liability to any MLB PDL Entity or to any individual or entity related thereto. The territory
within which City is granted rights under this Lease is limited to, and nothing herein shall be
construed as conferring on City rights in areas outside of, the PDL Club Marketing Territory (as
defined in the Rancho Cucamonga Quakes PDL License Agreement). No rights, exclusivities or
obligations involving the Internet or any interactive or on-line media (as defined in the applicable
PDL Rules and Regulations) are conferred by this Lease, except as are specifically approved in
writing by MLB PDL.
b. City agrees that if the date upon which any termination or suspension of this Lease falls during
the regular season or postseason, the effective date of such termination or suspension shall be the
first day of the month following the final home game of such season, and, in no event, shall City
terminate or suspend Tenant’s rights under this Lease during any regular season or postseason.
c. If, at any time prior to the expiration of the term of this Lease, this Lease is terminated by City
for any reason (and any legal action challenging the right of City to terminate this Lease and
seeking specific performance has either been (i) finally adjudicated by a court of competent
jurisdiction as evidenced by a final nonappealable order or (ii) settled, withdrawn or otherwise
concluded, in either case solely with respect to the request for specific performance) and the
Rancho Cucamonga Quakes PDL License Agreement has been terminated, City agrees to enter
into a lease with substantially similar terms to this Lease with any replacement PDL Club
identified by MLB PDL to the extent that such PDL Club is reasonably acceptable to City. To
the extent that such lease is not entered into, City agrees to meet promptly with MLB PDL to
work together to ascertain whether a replacement PDL Club can be identified, and if such a PDL
Club is so identified, City shall offer to lease the Stadium to such PDL Club. For the avoidance
of doubt, this Exhibit G, Section C, shall survive the termination (but not the expiration) of this
Lease.
d. As long as Tenant is party to the Rancho Cucamonga Quakes License Agreement that is in
effect, MLB PDL is an intended third party beneficiary of the provisions of this Exhibit “G” and
each other provision in this Lease that prohibits action without first obtaining PDL Approval
and, in addition to its right to waive or enforce the provisions of this Exhibit “G”, MLB PDL
shall be entitled and have the right to waive or enforce such other provisions that prohibit action
without first obtaining PDL Approval directly against any party hereto (or their successors and
permitted assigns) to the extent that any such other provision is for the explicit benefit of MLB
PDL or any other MLB PDL Entity.
e. Neither MLB PDL nor any other MLB PDL Entity shall have any liability whatsoever to any
Person for actions taken pursuant to this Exhibit “G” (other than for fraudulent acts or willful
misconduct with respect to this Exhibit “G” by MLB PDL), and City hereby releases MLB PDL
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and each other MLB PDL Entity from any and all claims arising out of or in connection with any
such actions. Nothing contained in this Lease shall create any duty on behalf of MLB PDL or
any other MLB PDL Entity to any other Person.
DEFINED TERMS
As used in this Lease, the following terms shall have the following meanings:
“Club” means the professional baseball club currently known as the Rancho Cucamonga Quakes.
“Commissioner” means the Commissioner of Baseball as elected under the Major League
Constitution or, in the absence of a Commissioner, any Person or body succeeding to the powers
and duties of the Commissioner pursuant to the Major League Constitution.
“Major League Baseball” or “MLB” means, depending on the context, any or all of (a) the Office
of the Commissioner of Baseball, each other MLB PDL Entity and/or all boards and committees
thereof and/or (b) the Major League Clubs acting collectively.
“Major League Baseball Club” or “Major League Club” means any professional baseball club
that is entitled to the benefits, and bound by the terms, of the Major League Constitution.
“Major League Constitution” means the Major League Constitution adopted by the Major
League Clubs as the same may be amended, supplemented or otherwise modified from time to
time in the manner provided therein and all replacement or successor agreements that may in
the future be entered into by the Major League Clubs.
“Rancho Cucamonga Quakes PDL License Agreement” means that certain player development
license agreement entered into between Rancho Baseball, LLC and MLB PDL pursuant to which
the Club has been granted the right to participate in the Professional Development League
System.
“MLB PDL” means, depending on the context, any or all of (i) MLB Professional Development
Leagues, LLC, a Delaware limited liability company, and/or (ii) the boards, committees and
subcommittees related thereto.
“MLB PDL Entity” means each of MLB PDL, the Office of the Commissioner of Baseball,
MLB
Advanced Media, L.P. and/or any of their respective present or future affiliates, assigns or
successors.
“PDL Approval” means, any approval, consent or no-objection letter required to be obtained
from MLB PDL or any other MLB PDL Entity pursuant to the PDL Rules and Regulations.
“PDL Club” means a professional baseball club participating in the Professional Development
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League System pursuant to a player development license agreement between the owner of such
club and MLB PDL pursuant to which such owner has been granted the right to participate in the
Professional Development League System.
“PDL Governance Agreement” means that certain Professional Development Leagues
Governance Agreement, effective as of February 12, 2021 by and between MLB PDL and each
Club, as may be amended, modified, supplemented or restated from time to time.
“PDL Governing Documents” means the following documents as in effect from time to time and
any amendments, supplements or other modifications thereto and all replacement or successor
documents thereto that may in the future be entered into: (i) the Major League Constitution, (ii)
the Major League Rules (and all attachments thereto), (iii) the PDL Operating Guidelines, (iv)
the PDL Governance Agreement and (v) the PDL License Agreements.
“PDL License Agreement” means each player development license agreement entered into
between a PDL Club and MLB PDL pursuant to which such PDL Club has been granted the
right
to participate in the Professional Development League System, including, without limitation, the
Rancho Cucamonga Quakes PDL License Agreement.
“PDL Rules and Regulations” means (i) the PDL Governing Documents, (ii) any present or
future
agreements or arrangements entered into by, or on behalf of, MLB PDL or any other MLB PDL
Entity or the Major League Clubs acting collectively that are specifically related to or generally
applicable to the Professional Development League System or the PDL Clubs, including, without
limitation, agreements or arrangements entered into pursuant to the PDL Governing
Documents, and (iii) the present and future mandates, rules, regulations, policies, practices,
bulletins, by-laws, directives or guidelines issued or adopted by, or on behalf of, the
Commissioner, MLB PDL or any other MLB PDL Entity as in effect from time to time that are
specifically related to or generally applicable to the Professional Development League System or
one or more of the PDL Clubs.
“Professional Development League System” means a system of professional baseball leagues
comprised of professional baseball clubs that compete at different levels and serve to assist with
the development of players for Major League Baseball Clubs.
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EXHIBIT “H”
FORM OF RECORDABLE MEMORANDUM OF LEASE
(Attached.)
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RECORDING REQUESTED BY, AND
WHEN RECORDED RETURN TO:
City of Rancho Cucamonga
10500 Civic Center Drive
Rancho Cucamonga, CA 91730
Attention: City Clerk
[Space Above For Recorder’s Use Only]
The undersigned declare that this Memorandum of Lease is exempt from Recording Fees
pursuant to California Government Code Section 27383 and exempt from Documentary Transfer
Tax pursuant to California Revenue and Taxation Code Section 11922.
MEMORANDUM OF LEASE
THIS MEMORANDUM OF LEASE (this “Memorandum”) is dated as of
_______________, 2024, and is entered into by and between the CITY OF RANCHO
CUCAMONGA, a municipal corporation (“City”), and RANCHO BASEBALL, LLC, a
Washington limited liability company (“Tenant”).
R E C I T A L S
A. Tenant and City have entered into that certain Lease dated , 2024 (the
“Lease”), pursuant to which City has agreed to lease and demise to Tenant, and Tenant has
agreed to lease and accept from City, real property in the City of Rancho Cucamonga, County of
San Bernardino, State of California more particularly described in said Lease (the “Premises”).
B. Tenant and City now desire to enter into and record this Memorandum as required
under applicable California law.
A G R E E M E N T
NOW, THEREFORE, in consideration of the foregoing and other good and valuable
consideration, the receipt and sufficiency of which is hereby acknowledged, Tenant and City
agree as follows:
1. Lease. City hereby leases and demises the Premises to Tenant, and Tenant hereby
leases and accepts the Premises from City, on the terms and conditions in the Lease, for fifteen
(15) years, with two five year extension options in favor of Tenant. The terms of the Lease are
incorporated herein by this reference.
2. Purpose. This Memorandum is prepared for the purposes of recordation only and
in no way modifies the terms and conditions of the Lease. In the event any provision of this
Memorandum is inconsistent with any term or condition of the Lease, the term or condition of
the Lease shall prevail.
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3. Counterparts. This Memorandum may be executed in any number of
counterparts, each of which, when executed and delivered, shall be deemed to be an original, and
all of which, taken together, shall be deemed to be one and the same instrument.
IN WITNESS WHEREOF, the parties hereto have executed this Memorandum of Lease
as of the date first written above.
CITY: TENANT:
RANCHO BASEBALL, LLC
By:
Print Name:
Title: _______________________________
CITY OF RANCHO CUCAMONGA
By:
Print Name:
Mayor
ATTEST:
City Clerk
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State of California )
County of ______________ )
On _________________________, before me, ,
(insert name and title of the officer)
Notary Public, personally appeared ,
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are
subscribed to the within instrument and acknowledged to me that he/she/they executed the same
in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the
person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the
foregoing paragraph is true and correct.
WITNESS my hand and official seal.
Signature (Seal)
A notary public or other officer
completing this certificate verifies only
the identity of the individual who signed
the document to which this certificate is
attached, and not the truthfulness,
accuracy, or validity of that document.
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State of California )
County of ______________ )
On _________________________, before me, ,
(insert name and title of the officer)
Notary Public, personally appeared ,
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are
subscribed to the within instrument and acknowledged to me that he/she/they executed the same
in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the
person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the
foregoing paragraph is true and correct.
WITNESS my hand and official seal.
Signature (Seal)
A notary public or other officer
completing this certificate verifies only
the identity of the individual who signed
the document to which this certificate is
attached, and not the truthfulness,
accuracy, or validity of that document.
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ATTACHMENT 2
Page 113
DATE:July 17, 2024
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
Sarine K. Hazarshahian, Assistant Engineer
SUBJECT:Consideration of a Contract with Gentry Brother’s, Inc., in the Amount of
$870,020 Plus 10% Contingency for the 6th Street Pavement
Rehabilitation Project (Project) From Haven Avenue to Cleveland
Avenue and 400 Feet West of Fairway View Place to Milliken Avenue.
This Project is Exempt From the Requirements of the California
Environmental Quality Act (CEQA) per Government Code Section 15301
– Existing Facilities. (CITY)
RECOMMENDATION:
Staff recommends that the City Council:
1. Approve the plans and specifications on file with the City Engineer for the 6th Street Pavement
Rehabilitation Project (Project) from Haven Avenue to Cleveland Avenue and 400 ft west of
Fairway View Place to Milliken Avenue;
2. Accept the bids received for the Project;
3. Award and authorize the execution of a contract for the 6th Street Pavement Rehabilitation
Project in the amount of $870,020 to the lowest responsive bidder, Gentry Brother’s, Inc.; and
4. Authorize the Director of Engineering Services or his designee to approve the expenditure of a
10% contingency for the 6th Street Pavement Rehabilitation Project in the amount of $87,000.
BACKGROUND:
In 2019, San Bernardino County Transportation Authority (SBCTA) was successful in obtaining
grant funding as a part of the Active Transportation Program (ATP) - Cycle 4 Call for Projects, for
Phase II of the Metrolink Station Accessibility Improvement Project (Phase II) which includes
projects in the cities of Montclair, Upland, Rancho Cucamonga, Fontana, Rialto, and San
Bernardino. In the City of Rancho Cucamonga, Phase II includes constructing a Class IV
protected bikeway (also known as a cycle track) along 6th Street from Haven Avenue to Rochester
Avenue. Construction for Phase II began July 1, 2024.
Sections of 6th Street were scheduled to be paved in the next few years as part of the annual
pavement management program. However, the City has decided to coordinate with SBCTA and
move the 6th Street Pavement Rehabilitation Project to Fiscal Year 2024/25 to be completed
simultaneously with Phase II.
Page 114
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4
3
7
ANALYSIS:
The scope of work to be performed consists of cold milling, weed killing, routing and crack sealing,
asphalt rubber hot mix overlay, grinding and patching asphalt concrete, adjusting existing
manholes and valves to new grade, and upgrading curb ramps to meet ADA standards. SBCTA
will install the Class IV cycle track, upgrade curb ramps, adjust medians, and restripe the street.
The contract documents call for 30 working days to complete this paving Project.
The Notice Inviting Bids was released to the general contracting community and was published
in the Daily Bulletin newspaper on June 11 and June 18, 2024. The City Clerk’s office facilitated
the formal solicitation for bidding the Project on July 2, 2024. The City Clerk’s office received eight
(8) construction bids. The Engineer’s estimate for the Project was $1,050,000. The apparent low
bidder, Gentry Brother’s, Inc., submitted a bid in the amount of $870,020. A full bid summary is
included as Attachment 2.
Engineering staff has reviewed all bids received and found all to be complete and in accordance
with the bid requirements with any irregularities to be inconsequential. Staff has completed the
required background investigation and finds the lowest responsive bidder, Gentry Brother’s, Inc.,
meets the requirements of the bid documents.
Staff has determined that the Project is Categorically Exempt from the requirements of the
California Environmental Quality Act (CEQA) per Section 15301 “Existing Facilities”
subsection (c), Class 1.
FISCAL IMPACT:
Anticipated construction costs are estimated to be as follows:
Expenditure Category Amount
Construction Contract $870,020
Construction Contract Contingency (10%)$87,000
Construction Inspection Services $34,225
Construction Materials Services $17,240
Construction Survey Services $10,490
Bid Noticing Advertisement $1,565
Estimated Construction Costs $1,020,540
A total of $1,220,000 is budgeted, made available, and shown in the approved Fiscal Year 24/25
Budget from the Measure I Fund (Fund 177) for 6th Street Pavement Rehabilitation Project.
Funding for this Project is identified under the account number and in the amount listed below:
Account No.Funding Source Description Amount
11773035650/2005177-0 Measure I Fund
(177)
6th Street Pavement
Rehabilitation Project
$1,020,540
Total Project
Funding
$1,020,540
Page 115
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COUNCIL MISSION / VISION / VALUE(S) ADDRESSED:
The Project meets our City Council core values by promoting and enhancing a safe and healthy
community for all, and by providing continuous improvement through the construction of high-
quality public improvements.
ATTACHMENTS:
Attachment 1 - Vicinity Map
Attachment 2 - Bid Summary
Page 116
ATTACHMENT 1
PROJECT# 800-2023-14
"6TH STREET PAVEMENT REHABILITATION PROJECT”
From Haven Avenue to Cleveland Avenue and
400 FT West of Fairway View Place to Milliken
NOT TO SCALE
Project Site
Project Site
Page 117
ATTACHMENT 2
BID DATE: July 2, 2024 APPARENT LOW BIDDER 2 3 4 5 6 7 8
6TH STREET PAVEMENT REHABILITATION PROJECT - HAVEN AVE TO CLEVELAND AND 400 FT
WEST OF FAIRWAY VIEW PLACE TO MILLIKEN AVE ENGINEER'S ESTIMATE Gentry Brothers Inc.Oynx Paving Company Inc.Matich Corporation Vance Corporation R.J.Noble Company All American Asphalt Hardy & Harper, Inc.Dash Construction Company, Inc.
BASE BID UNIT BID UNIT BID UNIT BID UNIT
COST
BID UNIT BID UNIT BID UNIT BID UNIT
COST
BID UNIT BID
NO QTY UNIT DESCRIPTION COST AMOUNT COST AMOUNT COST AMOUNT AMOUNT COST AMOUNT COST AMOUNT COST AMOUNT AMOUNT COST AMOUNT
1
2
3
4
5
6
1
1
1
LS MOBILIZATION
LS TRAFFIC CONTROL
LS CLEARING AND GRUBBING - INCLUDING ALL REMOVALS AND DISPOSALS
LS CONSTRUCTION STAKING (FOR RAMPS ONLY)
SY COLD PLANE 2"
$
$
$
$
$
$
20,000.00
45,000.00
27,000.00
6,000.00
3.80
$20,000.00
$45,000.00
$27,000.00
$6,000.00
$127,562.20
$509,895.00
$40,000.00
$70,136.43
$10,000.00
$2,200.00
$4.00
$40,000.00
$70,136.43 $123,000.00
$10,000.00
$2,200.00
$134,276.00
$434,355.00
$44,707.84 $44,707.84 $127,600.90 $127,600.90
$51,000.00
$10,000.00
$2,040.00
$87,279.40
$509,895.00
$37,167.86
$53,733.83
$6,256.56
$3,604.42
$3.06
$37,167.86
$53,733.83
$6,256.56
$3,604.42
$102,721.14
$548,495.94
$41,650.00
$15,000.00
$22,000.00
$7,000.00
$5.00
$41,650.00
$15,000.00 $100,000.00
$22,000.00
$7,000.00
$167,845.00
$525,003.00
$54,000.00 $54,000.00 $100,000.00
$100,000.00 $100,000.00
$100,000.00
$100,000.00
$11,750.00
$3,000.00
$117,491.50
$472,125.00
$97,125.00
$76,125.00
$5,250.00
$3,415.00
$3.99
$97,125.00
$76,125.00
$5,250.00
$3,415.00
$133,940.31
$519,526.35
$123,000.00
$17,000.00
$10,000.00
$91,307.68
$479,679.00
$51,000.00
$10,000.00
$2,040.00
$2.60
$17,000.00
$10,000.00
$2.72
$9,000.00
$6,800.00
$3.20
$9,000.00
$6,800.00
$107,420.80
$498,564.00
$11,750.00
$3,000.00
$3.50
1
33569
3777 TN PAVE 2” THICK ASPHALT RUBBER HOT MIX OVERLAY (ARHM) (INCLUDING TEMPORARY
STRIPING TABS)
135.00 $115.00 $127.00 $135.00 $145.22 $139.00 $132.00 $125.00 $137.55
7
8
9
10
11
12
7217
900
8
38
4
SY GRIND HEAVY ALLIGATOR SURFACE FOR A DEPTH OF 2" PER DETAIL 1 AND PLANS
TN PAVE 2" D2-PG6410 ASPHALT PER DETAIL 1 AND PLANS
EA ADJUST WATER VALVE/GAS VALVE COVER TO GRADE WITH FRAME
EA ADJUST WATER VALVE COVER WITH SLIP CAN TO GRADE
EA ADJUST MANHOLE COVER TO GRADE
SF CONSTRUCT P.C.C. ACCESS RAMP INCLUDING SIDEWALK PER PLAN AND SPECIFICATIONS
INCLUDING SAWCUT, REMOVAL & DISPOSAL OF EXISTING P.C.C.
SF CONSTRUCT 6" FULL DEPTH AC PAVEMENT PER PLAN AND SPECIFICATIONS INCLUDING
SAWCUT, REMOVAL, AND DISPOSAL OF EXISTING AC PAVEMENT
SF INSTALL TRUNCATED DETECTABLE WARNING SURFACES
LF CONSTRUCT P.C.C. RETAINING CURB PER PLAN AND SPECIFICATIONS
LF CONSTRUCT P.C.C. CURB & GUTTER PER PLAN AND SPECIFICATIONS INCLUDING SAWCUT,
REMOVAL & DISPOSAL OF EXISTING CURB AND GUTTER
EA REMOVE EXISTING PEDESTRIAN PUSH BUTTON(S) ON EXISTING POLE(S) AND PLATE THE
HOLE(S)
$
$
$
$
$
$
13.00
200.00
650.00
300.00
1,000.00
20.00
$93,821.00
$180,000.00
$5,200.00
$11,400.00
$4,000.00
$4.25
$90.00
$400.00
$200.00
$800.00
$40.00
$30,672.25
$81,000.00
$3,200.00
$7,600.00
$3,200.00
$9,240.00
$4.44
$141.00
$1,111.00
$222.00
$3,000.00
$44.00
$32,043.48
$126,900.00
$8,888.00
$8,436.00
$12,000.00
$10,164.00
$3.10
$122.00
$190.00
$190.00
$6,700.00
$40.00
$22,372.70
$109,800.00
$1,520.00
$7,220.00
$26,800.00
$9,240.00
$4.51
$207.14
$637.71
$98.82
$4,048.04
$26.62
$32,548.67
$186,426.00
$5,101.68
$3,755.16
$16,192.16
$6,149.22
$8.50
$140.00
$1,700.00
$162.00
$1,600.00
$62.00
$61,344.50
$126,000.00
$13,600.00
$6,156.00
$6,400.00
$14,322.00
$5.80
$150.00
$2,000.00
$106.00
$4,000.00
$46.00
$41,858.60
$135,000.00
$16,000.00
$4,028.00
$16,000.00
$10,626.00
$6.50
$130.00
$1,500.00
$425.00
$1,500.00
$25.00
$46,910.50
$117,000.00
$12,000.00
$16,150.00
$6,000.00
$6.09
$137.55
$1,100.00
$1,100.00
$6,560.00
$21.00
$43,951.53
$123,795.00
$8,800.00
$41,800.00
$26,240.00
$4,851.00231$4,620.00 $5,775.00
13 114 $10.00 $1,140.00 $10.00 $1,140.00 $22.00 $2,508.00 $71.00 $8,094.00 $22.02 $2,510.28 $35.00 $3,990.00 $74.00 $8,436.00 $32.00 $3,648.00 $32.00 $3,648.00
14
15
16
40
30
36
$
$
$
25.00
60.00
60.00
$1,000.00
$1,800.00
$2,160.00
$25.00
$60.00
$100.00
$1,000.00
$1,800.00
$3,600.00
$111.00
$111.00
$111.00
$4,440.00
$3,330.00
$3,996.00
$100.00
$45.00
$113.00
$4,000.00
$1,350.00
$4,068.00
$122.00
$53.23
$155.27
$4,880.00
$1,596.90
$5,589.72
$120.00
$120.00
$206.00
$4,800.00
$3,600.00
$7,416.00
$122.00
$140.00
$176.00
$4,880.00
$4,200.00
$6,336.00
$145.00
$135.00
$175.00
$5,800.00
$4,050.00
$6,300.00
$59.00
$70.00
$98.00
$2,360.00
$2,100.00
$3,528.00
17
18
19
2
1
2
$
$
$
500.00
4,000.00
1,500.00
$1,000.00
$4,000.00
$2,500.00
$30,000.00
$800.00
$5,000.00 $1,100.00
$11,000.00
$2,200.00
$2,200.00 $860.00
$20,000.00
$1,900.00
$1,720.00 $887.25
$20,739.30
$1,151.91
$1,774.50 $648.00
$19,450.00
$1,080.00
$1,296.00 $650.00
$19,200.00
$2,800.00
$1,300.00 $1,000.00
$20,000.00
$2,500.00
$2,000.00 $395.00
$20,000.00
$1,050.00
$790.00
EA INSTALL NEW PEDESTRIAN PEDESTAL POLE, 2 PUSH BUTTON ASSEMBLY, CONDUIT AND
WIRING PER CALTRANS STANDARD PLAN ES-5C AND ES-7A.
EA INSTALL CONSTRUCTION NOTIFICATION SIGN
$30,000.00 $11,000.00 $20,000.00 $20,739.30 $19,450.00 $19,200.00 $20,000.00 $20,000.00
$3,000.00 $1,600.00 $4,400.00 $3,800.00 $2,303.82 $2,160.00 $5,600.00 $5,000.00 $2,100.00
TOTAL BASE BID AMOUNT:$1,048,598.20 $870,019.68 $996,000.00 $1,007,800.00 $1,041,547.16 $1,049,032.50 $1,049,249.40 $1,055,000.00 $1,119,345.19
Page 118
DATE:July 17, 2024
TO:Mayor and Members of the City Council
FROM:John R. Gillison, City Manager
INITIATED BY:Shelly Munson, Director of Innovation and Technology
Jenifer Phillips, Director of Human Resources
SUBJECT:Consideration to Approve Amendment No. 01 to Master Agreement
CO#2022-128 with Collaborative Solutions, LLC for Professional
Support Services for Workday ERP Platform for a Two-Year Term in the
Amount of $198,500. (CITY)
RECOMMENDATION:
Staff recommends the City Council approve Amendment No. 01 to the Collaborative Solutions,
LLC Master Agreement CO#2022-128 to provide Workday Lean-On Services for a two-year term
in the amount of $198,500. This will provide extended managed support and advisory services
for two years post go-live of the Workday ERP Enterprise Software Application.
BACKGROUND:
In August 2022, City Council approved staff’s recommendation to acquire a new Financial
Enterprise Resource Platform (ERP), Workday, and utilize implementation and project
management partners to assist with this multi-year project. The City entered into an agreement
with Collaborative Solutions, LLC, who is one of Workday’s consulting partners and was the City’s
partner in the deployment of Workday. They have nearly two decades of experience in full-service
Finance and Human Resources transformation consultancy. Collaborative assisted the City by
leveraging their government experience, templates, cost reduction and efficiency techniques with
Workday’s technology, and ensured proper execution of Workday for the immediate requirements
and long-term growth and flexibility for the City. As the City’s partner, Collaborative guided the
project from start to finish, reported on progress, resolved issues, and worked collaboratively with
the City staff to maximize the implementation of the system. We successfully went live on June
17, 2024, with our core Human Resource and Time Keeping business processes, and July 1,
2024 for our core Financial business processes.
With the transition to Workday for our core business processes complete, we would like to
optimize Workday to leverage its ability to increase operational effectiveness by implementing
more advanced functionality including dashboards, reports, and additional automation. To
accomplish this, we would like to extend our support services with our current partner,
Collaborative Solutions who is familiar with our configuration and proved their ability to deliver
with a successful launch of Workday. This will support staff with additional expertise to take
advantage of the new capabilities in this modern platform.
Page 119
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4
4
9
ANALYSIS:
In this amended agreement, Collaborative Solutions, LLC will provide support and/or advisory
services for both planned and unplanned tasks. They will provide Workday support and
troubleshooting to assist the Administrative Services team in issues that are beyond the City’s
expertise in the system. In an effort, to continue building out services available in the Workday
system, Collaborative Solutions will provide support in the review of new functionality that can be
of value to City Staff which can lead to implementation of new functionality. As new transactions
are completed in Workday, reporting and building dashboards become more useful for data-driven
decision making. Collaborative Solutions will assist in building custom reporting, business form
layouts, along with Workday integrations with other applications. The Administrative Services
team would also like to keep up with the efforts already achieved in organizational change,
training, and knowledge transfer for our City’s subject matter experts.
FISCAL IMPACT:
Sufficient funds for Workday Post Go-Live support are budgeted for Fiscal Year 2024/25 under
the General Fund (F001) in Contract Services – Professional Services (F001-CC001-6000-
SC2106) to cover the necessary extended support services.
COUNCIL MISSION / VISION / VALUE(S) ADDRESSED:
The ERP software consulting supports the City Council's vision to build on our success as a world-
class community by intentionally embracing and anticipating the future and relentless pursuit of
improvement.
ATTACHMENTS:
Attachment 1 – Master Agreement
Attachment 2 – Amendment No. 01
Attachment 3 – Extended Services Contract
Page 120
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Last Revised: 11/27/2018 Page 1 of 1
AMENDMENT NO. 01
to
Professional Services Agreement (CO #2022-128)
between
Collaborative Solutions, LLC (hereinafter “Contractor”)
and
City of Rancho Cucamonga (hereinafter the “City”)
This Amendment No. 01 will serve to amend the Professional Services Agreement (hereinafter
“Agreement”), CO# 2022-128, to incorporate the following:
Amendment to original term, changed to a 2 year term for Lean-On Services with the option to
renew in 1 year increments to a total of 2 years.
All other Terms and Conditions of the original Agreement CO#2022-128, will remain in full effect.
IN WITNESS WHEREOF, the parties, through their respective authorized representatives,
have executed this Amendment by way of signature by both parties and on the date indicated below. Please
return two (2) original signed copies to the City no later than 7/16/2024. The City will process both copies
for signature and provide contractor with one (1) fully executed copy of the Amendment.
Collaborative Solutions, LLC
By: ______________________________
Name Date
______________________________
Title
City of Rancho Cucamonga
By: _________________________________
Name Date
_________________________________
Title
By: ______________________________
Name Date
______________________________
Title
By: _________________________________
Name Date
_________________________________
Title
(two signatures required if corporation)
Page 201
This SOW is proprietary and confidential to Collaborative Solutions, LLC. 1 Preparation Date: June 5, 2024
Statement of Work
Workday Lean-On Services Support
Prepared For:
City of Rancho Cucamonga
Page 202
City of Rancho Cucamonga and Collaborative Solutions, LLC Statement of Work July 18, 2024
This SOW is proprietary and confidential to Collaborative Solutions, LLC. 2
STATEMENT OF WORK
FOR
WORKDAY LEAN-ON SERVICES SUPPORT
This Statement of Work (“SOW”) is made effective on the 18th day of July 2024 (the “SOW Effective
Date”) by and between City of Rancho Cucamonga (“Client”), having its principal place of business at
10500 Civic Center Drive, Rancho Cucamonga, CA 91730 and Collaborative Solutions, LLC, a
limited liability company (“CSLLC”), an Affiliate of Cognizant Worldwide Limited (“Cognizant”), having its
principal place of business at 300 Frank W Burr Boulevard, Suite 36, 6th Floor, Teaneck, NJ 07666 for
Services scheduled to begin on July 18, 2024 (“Start Date”) and expected to end on July 31, 2026.
This SOW, together with the Agreement, sets out the terms pursuant to which CSLLC will pro vide
certain Services, as further described below. This SOW is being entered into in connection with and
subject to the terms and conditions contained in the Master Services Agreement by and between
Cognizant and Client dated as of August 31, 2022 (the “Agreement”). All capitalized terms used herein
that are not otherwise defined shall have the same meaning as ascribed to such terms in the
Agreement.
1.0 Scope of Work (“Scope”) for Consulting Services
1.1 Functionality Scope: Workday On-Demand Services Support
CSLLC will provide support or advisory Services for both planned and unplanned tasks,
such as the representative activities listed in the table below, on behalf of Client and
covering the generally available Workday functionality license.
Activity Functionality Scope/Support Activity Detail
Workday Support and
Troubleshooting
Assistance with support activities may include, but is not
limited to, troubleshooting issues, guidance and other day -to-
day activities including assisting the team with support
requests.
New Functionality Review CSLLC reviews new features and functions not yet
implemented. CSLLC assists with new functionality reviews,
which may include, but are not limited to, support and
guidance for making decisions regarding the implementation
of new functionality, such as employee/manager self-service,
benefits, performance, and absence management.
CSLLC can also provide sample testing scenarios, if available,
or can help support Client in creating new sample test
scenarios on an as-requested basis.
Reporting and Integrations Based on Client requirements, CSLLC may provide technical
support including integrations, custom reporting, and business
form layouts via the Business Intelligence Reporting Tools
(BIRT) framework. Integration assistance may include the
configuration and supports the testing of Workday packaged
integrations and the development of Client integrations.
Workday Solution Optimization CSLLC is able to help improve the utilization of Client’s
Workday solution, as well as Client’s experience. Such
optimization may include, but is not limited to, updating
business processes, revising organization structures, or
modifying rules for Workday security, business process, and
organization for the full Workday platform.
Page 203
City of Rancho Cucamonga and Collaborative Solutions, LLC Statement of Work July 18, 2024
This SOW is proprietary and confidential to Collaborative Solutions, LLC. 3
Activity Functionality Scope/Support Activity Detail
Knowledge Transfer (“KT”) As agreed to by Client and CSLLC, CSLLC on-demand
support may include KT pertaining to the resolution of an issue
and providing insight on how Client may troubleshoot similar
issues in the future and advisory support including guidance
on new feature sets, impact considerations, and solution
guidance.
Organizational Change & Training
Post-Production Services
CSLLC offers in-Production Workday customers services
related to organizational change management,
communications, and training. If requested, this can be a part
of the Lean-On Service.
1.2 Enhanced Managed Services
Managed Services are included for all CSLLC Continuous Value Services (“CVS”) clients.
Enhanced Managed Services will be provided to Client and is supported by a Workday
certified Engagement Manager.
Managed Services (All CVS clients) Enhanced Managed Services
• Service delivery project management
• Access to full platform squad consulting team
• Access and use of cloud-based ticketing
system
• Proactive periodic Workday communications
• Periodic “one-to-many” webinars
• Metric reporting
• Ticket and escalation management
• Change Orders
• New/existing project scoping needs
• Monthly status call
• Workday certified Engagement Manager
• High touch personalized engagement
mutually defined with Client
• Biweekly status meetings
• Quarterly initiative check-ins
• Semi-annual account reviews
• Collaboration on projects
• Ongoing leadership oversight
• Partnership for future initiatives and road -
mapping
• Biweekly financial reporting
2.0 Support Process
2.1 Ticketing System
Client’s primary contacts will submit a ll service requests via CSLLC’s ticketing system, which
will enable involvement by CSLLC support. CSLLC shall respond with proposed resources to
complete discovery, level of effort estimate, and estimated dates to commence and complete
the requested Services. If Client approves such proposed Services, CSLLC will commence
delivering the Services.
Requests will be managed depending upon the type as outlined below.
2.2 Issue Resolution Support for Existing Configuration: As issue requests are
received, CSLLC will:
a. Acknowledge the request within twenty -four (24) hours of Client’s normal business
hours. Definition of normal business hours will be mutually agreed upon between
Client and the CSLLC Engagement Manager (“CSLLC EM”). If emergency
Page 204
City of Rancho Cucamonga and Collaborative Solutions, LLC Statement of Work July 18, 2024
This SOW is proprietary and confidential to Collaborative Solutions, LLC. 4
assistance is needed, Client will log a case with Workday. Examples of emergency
assistance include a system down issue or business critical function such as payroll
not processing correctly. In non -emergency cases where urgent assistance is
required, Client will submit a request via the ticketing system indicating the nature of
the urgent request and contact the CSLLC EM. The CSLLC EM will work with Client
to outline a plan of action to address the urgent issue in a timely manner. This may
involve after hours support if mutually agreed upon between both Parties. Support
ticket requests initiated outside of standard hours of operation (i.e., Saturday and
Sunday) will receive an initial response when the window of standard hours of
operation becomes available.
b. Request details on the configuration impacted, if not already provided.
c. Determine a plan of action for all standard requests to support resolution of the issue
which will be provided within forty-eight (48) hours of issue alert.
d. Review configuration changes required with Client and request Client’s approval to
apply fix.
e. If Client submits a request for assistance outside of the CSLLC ticketing system via
any communication mechanism such as email, voice mail, text, or instant message,
CSLLC is not subject to standard response times.
2.3 New Configuration Enhancement Requests: As new modification requests are
received, CSLLC will:
a. Receive the modification request in the ticketing system.
b. Gather information on the requirements and systems involved.
c. Estimate the Scope of effort.
d. Request approval from Client, through ticketing system, to begin work via the ticket.
• If level of effort is expected to exhaust available hours or is estimated to take
more than forty (40) hours, a separate Change Order or SOW may be
prepared.
• The CSLLC EM will request resource(s) upon signature of the Change Order
and can take up to ten (10) business days from date of signature. Schedule
the work with Client as determined between Client’s project manager and the
CSLLC EM.
e. Complete configuration and Unit Testing.
f. Provide the change for User Acceptance Testing in Client’s Sandbox or
Implementation tenant. CSLLC can assist with providing testing guidance, if
requested.
3.0 Services and Responsibilities
This section identifies the Services to be performed by CSLLC and the responsibilities of Client.
Stage CSLLC Services Client Responsibilities
Transition | Plan –
(Occurs prior to
Support Services)
• The CSLLC EM will participate and
support the project kickoff meeting
for the engagement
• Create the work plan for identified
support requests based upon
current roadmap
• Participate in project kickoff meeting
• Request tenant access for CSLLC
consultants identified for planned work
• Identify and provide project team and
project Subject Matter Experts (“SMEs”)
• Provide input into the work plan based
upon roadmap
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Stage CSLLC Services Client Responsibilities
• Assemble the CSLLC project team
based on planned work efforts
• Jointly schedule workstream
meetings
• Schedule recurring project
meetings and status reporting
• Work with Client to set up CSLLC’s
secure transfer site for sharing
confidential/private employee data
• Complete any Client required
onboarding documents
• Gather and review preliminary
documentation
• Configuration of ticketing system
for CSLLC and Client
• Provide overview of ticketing
system
• Approve and sign off on work plan
• Provide Client’s tenant management
strategy
• Work with CSLLC to set up CSLLC’s
secure transfer site for sharing
confidential/private employee data
• Sign off on stage
Support Services • Manage the work plan for support
requests as identified in Section
1.1
• Update the Client roadmap for
planned support needs
• Participate in project status
meeting in a time agreed upon by
the CSLLC EM and Client
• Conduct weekly workstream
meetings between CSLLC
functional/technical consultants
and Client SMEs, on an as-needed
basis
• Provide KT documents, on an as-
requested basis
• Prepare, reconcile, and provide
financial summaries to Client
• Support Client’s project manager
with issue resolution, and
additional resourcing requests for
unplanned needs
• Provide engagement artifacts
• Providing guidance in developing
high level deployment plan(s), as
requested
• Provide sign-off documents, as
required for support requests
• Manage the tenant management strategy
• Inform CSLLC of changes to the tenant
management strategy
• Inform CSLLC of tenant refreshes two (2)
weeks prior to scheduled date
• Provide input to the work plan
• Provide input into the Client roadmap
• Participate in weekly project and
workstream meetings
• Provide SMEs for support requests
• Provide requirements for any support
request
• Review and sign off on initial functional or
technical design changes
• Define and document test plan and test
scenarios (End-to-End, User Acceptance
and Regression)
• Create/maintain defect tracking log
• Execution of all test scenarios (End-to-
End, User Acceptance and Regression)
• Manage and sign off on all test results
(End-to-End, User Acceptance and
Regression)
• Conduct Sandbox and Production
migrations of configuration, unless
requested in writing in advance per
Section 2.2
• Conduct change management
• Sign off on any support request
4.0 Project Schedule
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This SOW is proprietary and confidential to Collaborative Solutions, LLC. 6
5.0 Assumptions & Dependencies
The Services, labor estimates, and Pricing presented in this SOW are dependent on the following
assumptions being true:
a. Client timely completes each item listed as a Client responsibility in Section 3.0.
b. Client will provide applicable SMEs in Client’s business processes, functional leads, and
technical lead resources with whom to collaborate during the engagement.
c. Client will have the necessary project and executive management support to review and
make timely decisions as well as coordinate the activities of this project with other Client
projects which may be occurring simultaneously.
d. Services will be provided during the normal business hours agreed upon between Client and
the CSLLC EM and will be as closely aligned to Client’s time zone as possible. Off-hours
support can be provided and pre-scheduled in advance.
e. CSLLC resources will provide their own laptops.
f. Unless otherwise agreed by CSLLC’s internal security organization, the Client shall use
CSLLC’s secure transfer site for the secure exchange of sensitive employee data with the
CSLLC support personnel. Client will agree to limit use for data conversion or production
support purposes only for the duration of the activities required. CSLLC will inactivate the
secure transfer site within thirty (30) days after the support activities are completed. Client
will not use CSLLC’s site for the transmission of any in tegration files for third-party
vendors. CSLLC is not responsible for back up, archiving, or maintenance of files stored on
the secure transfer site. In the event CSLLC utilizes its internal “Daytona” tool for data
conversion (“Daytona”), Daytona and all o f its components must be installed on the CSLLC
secure cloud server and utilized solely within CSLLC’s secure transfer site. Further, Daytona
IP addresses must be added to the tenant whitelist. Daytona uses its own implementer
account that must be excluded from multi-factor authentication.
g. If needed, CSLLC can provide Client access to its SharePoint site to maintain non -sensitive
project artifact data for project or engagement support activities only. The CSLLC EM will
provide access to assigned project team members employed by CSLLC.
h. If a data migration requires iLoad support by CSLLC, Client agrees that a tenant lockout will
be performed.
i. Client will provide CSLLC consultants with implementer access in Production, Sandbox, and
Implementation tenants in a timely manner. Any Client delays will impact issue resolution
times as identified in Section 2.2.
j. Client will be solely responsible for testing and any Move-to-Production activities, which shall
include configuration, business processes, data, reports and integrations. Client will provide
written acceptance of test results to CSLLC prior to any Move-to-Production.
k. In the event CSLLC is required to assist Client with Move-to-Production activities, Client will
provide written approval if CSLLC’s assistance is required during Client’s Move-to-
Production activities. Upon completion of Move-to-Production activities, Client will verify
Production results and shall be solely responsible for Production accuracy. Client shall
provide written acceptance to CSLLC after such Move-to-Production activities have been
completed.
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City of Rancho Cucamonga and Collaborative Solutions, LLC Statement of Work July 18, 2024
This SOW is proprietary and confidential to Collaborative Solutions, LLC. 7
l. Client is responsible for providing timely responses to case(s) which have the status
“Waiting on Client” and/or “Waiting on Third -Party.” If there is no response from Client on
“Waiting on Client” and/or “Waiting on Third -Party” case(s) within the ticketing system for
more than thirty (30) calendar days, such case(s) will be closed .
6.0 Term and Termination
a. This SOW shall commence on the Start Date identified above and shall continue through
July 31, 2026 (the “Term”), unless terminated sooner pursuant to the Agreement.
7.0 Pricing
a. CSLLC will invoice and Client shall compensate CSLLC on a Time and Materials Basis
(“T&M Basis”) based upon the hourly rates set forth in the table s below for Services
rendered and expenses incurred on a monthly basis, with the exception of the Enhanced
Managed Services costs, which will be invoiced in eight (8) installments during the Term of
this SOW. Each installment of the Enhanced Managed Services costs for Year One (1) will
be invoiced for six thousand thirty United States Dollars (“USD”) ($6,030 USD), for a final
total of twenty-four thousand one hundred twenty USD ($24 ,120 USD). Each installment of
the Enhanced Managed Services costs for Year Two (2) will be invoiced for three thousand
six hundred eighteen USD ($3,618 USD), for a final total of fourteen thousand four hundred
seventy-two USD ($14,472 USD). The first installment will be invoiced upon execution of this
SOW, and each additional installment will be billed every ninety (90) days thereafter.
Invoices will be paid subject to the terms and conditions of the Agreement. Total estimated
cost of the engagement is listed in the tables below:
Year One (1): July 18, 2024 through July 31, 2025
Note: The CSLLC Investment for Year One (1) will be applied in four (4) installments to
invoices created in connection with the performance of Services described in this SOW.
Each installment will be applied for one thousand USD (-$1,000 USD), excluding expenses
or mutually agreed upon Change Orders, up to a maximum total CSLLC Investment of four
thousand USD (-$4,000 USD), or project end, whichever occurs first. The first installment
will be invoiced upon execution of this SOW, and each subsequent installment will be billed
every ninety (90) days thereafter.
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City of Rancho Cucamonga and Collaborative Solutions, LLC Statement of Work July 18, 2024
This SOW is proprietary and confidential to Collaborative Solutions, LLC. 8
Year Two (2): August 1, 2025 through July 31, 2026
Note: The CSLLC Investment for Year Two (2) will be applied in four (4) installments to
invoices created in connection with the performance of Services described in this SOW.
Each installment will be applied for three hundred seventy-five USD (-$375 USD), excluding
expenses or mutually agreed upon Change Orders, up to a maximum total CSLLC
Investment of one thousand five hundred USD (-$1,500 USD), or project end, whichever
occurs first. The first installment will be invoiced August 1, 2025, and each subsequent
installment will be billed every ninety (90) days thereafter.
Grand Total
Note: In the event the total CVS consultant hours exceed the estimated effort in Year One
(1), the Parties will mutually agree upon a modified Enhanced Managed Services installment
invoicing schedule pursuant to a mutually agreed upon Change Order. Additionally, the
Client may use Year Two (2) CVS consultant hours in the event Year One (1) hours have
been exhausted.
b. The Enhanced Managed Services are applied in conjunction with the Consulting Services of
this SOW. If additional Consulting Services are requested pursuant to the Change Order
process, Enhanced Managed Services will also be included.
c. CSLLC will assign Client to a team support model comprised of CSLLC cross-functional and
technical consultants with a built-in redundancy/backup. The team will support the areas
outlined in this SOW. The CSLLC EM will communicate to the Client project manager who
the CSLLC team members are as a part of the onboarding process.
d. Any Services provided beyond the Scope of this SOW must be approved by Client pursuant
to a Change Order.
e. Any and all fees associated with Client’s e-invoicing, portal, or payment solution will be the
responsibility of Client without dispute. CSLLC will provide all necessary documents or
invoices to confirm the fees, if such fees are incurred.
f. Invoices will be emailed to the following address : rcp.admin@cityofrc.us
Any other mailed correspondence will be delivered as follows:
City of Rancho Cucamonga
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City of Rancho Cucamonga and Collaborative Solutions, LLC Statement of Work July 18, 2024
This SOW is proprietary and confidential to Collaborative Solutions, LLC. 9
Department of Innovation & Technology
10500 Civic Center Drive
Rancho Cucamonga, CA 91730
g. Client will provide to CSLLC the Purchase Order Number (“PO#”) created in connection with
this SOW promptly following signature by the Parties and a copy of the PO# will be sent to
accounts-receivable@collaborativesolutions.com .
8.0 Expenses
It is expected Services will be provided primarily on a remote basis. If travel is required, all reasonable
travel expenses incurred by CSLLC related to the performance of the Services defined herein, shall be
invoiced to Client. All such travel will comply with CSLLC’s Travel and Expense Policy, which shall be
made available to Client upon request. All fees or penalties incurred due to cancellations or changes of
travel at Client’s request shall be invoiced to Client.
9.0 Signatures
IN WITNESS WHEREOF, the Parties have duly executed this SOW by their respective authorized
representatives as of the SOW Effective Date.
Collaborative Solutions, LLC City of Rancho Cucamonga
Authorized Signature Authorized Signature
Name Name
Job Title Job Title
Date Date
Chief Legal Officer
Antonia Plazibat
Jun 24, 2024
Page 210
City of Rancho Cucamonga_Lean-On TM
EMS P1 to CVS 2-Year (Q-10748)_July 18
2024_HKrev0 61224 FINAL
Final Audit Report 2024-06-24
Created:2024-06-24
By:Cari Delgado (cdelgado@collaborativesolutions.com)
Status:Signed
Transaction ID:CBJCHBCAABAAl_9LKRx4cs1kfastQgbV6zyMHZVQDcyz
"City of Rancho Cucamonga_Lean-On TM EMS P1 to CVS 2-Ye
ar (Q-10748)_July 18 2024_HKrev0 61224 FINAL" History
Document created by Cari Delgado (cdelgado@collaborativesolutions.com)
2024-06-24 - 7:16:17 PM GMT- IP address: 163.116.146.120
Document emailed to Antonia Plazibat (aplazibat@collaborativesolutions.com) for signature
2024-06-24 - 7:16:46 PM GMT
Email viewed by Antonia Plazibat (aplazibat@collaborativesolutions.com)
2024-06-24 - 7:26:19 PM GMT- IP address: 104.47.57.254
Document e-signed by Antonia Plazibat (aplazibat@collaborativesolutions.com)
Signature Date: 2024-06-24 - 7:28:03 PM GMT - Time Source: server- IP address: 163.116.146.118
Agreement completed.
2024-06-24 - 7:28:03 PM GMT
Page 211
DATE:July 17, 2024
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
Marlena Perez, Principal Engineer
Chi Wai Chan, Assistant Engineer
SUBJECT:Consideration to Approve Amendment No. 02 to the Purchase and Sale
Agreement (CO20-104) and Joint Escrow Instructions Between the City
of Rancho Cucamonga and Jones Family Trust of 2010, Robert Bruce
Stanford, Jr., William R. Rushing, and Bernell Hydraulics, Inc. for
Purchase of the Fee Simple Interest, Business Goodwill and Relocation
Assistance Benefits in the Real Property Located at 8810 Etiwanda
Avenue and Further Identified as APN 0229-131-07 in Connection With
the Construction of the Etiwanda Grade Separation Project and to Waive
the Collection of All City Permit Fees for the Demolition of Existing
Structures Located on the Property. (CITY)
RECOMMENDATION:
Staff recommends the City Council:
1. Approve the attached Amendment No. 02 to incorporate demolition of manmade
improvements on the property by the Seller into the Purchase and Sale Agreement (CO20-
104) and Joint Escrow Instructions between the City of Rancho Cucamonga and Jones
Family Trust of 2010, Robert Bruce Stanford, Jr., William R. Rushing, and Bernell
Hydraulics, Inc. (Seller) for purchase of the Fee Simple Interest, Business Goodwill and
Relocation Assistance Benefits in the Real Property located at 8810 Etiwanda Avenue
and further identified as accessor parcel number (APN) 0229-131-07 in connection with
the construction of the Etiwanda Grade Separation Project;
2. Authorize the City Manager to execute the amendment and to approve minor modifications
to the amendment prior to execution; and
3. Waive the collection of all City Permit Fees from the Seller in relation to the demolition of
manmade improvements included in Amendment No. 2 subject to withholding of final
payment under the amendment in the amount of $15,000 pending submission of
documentation that construction and demolition requirements under the municipal code
have been met to the satisfaction of the City Engineer.
BACKGROUND:
In September 2020, the City and the Seller entered into a Purchase and Sale Agreement (CO20-
104) for the purchase of the Real Property located at 8810 Etiwanda Avenue, also identified as
Bernell Hydraulics, in connection with the Etiwanda Grade Separation Project. Subsequently,
in April 2021, the City and the Seller identified potential environmental liabilities due to soil
contamination and executed Amendment No. 01 to the Purchase and Sale Agreement that
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2
4
5
1
incorporated additional terms whereby the City would be responsible for demolition of manmade
improvements, and the Seller would be responsible for remediation of the soil contamination by
means of a Standard Voluntary Agreement (Agreement) with the Department of Toxic Substances
Control (DTSC) prior to closing escrow.
Following vacation of the site by the Seller in September 2023, the City began communication
with DTSC and Southern California Air Quality Management District to determine how the
demolition by the City and subsequent site remediation by the Seller should best be coordinated.
Further, staff prepared a bid package to obtain bids for the required demolition. The approach
included in the terms of Amendment No. 1 requires close coordination between the Seller, City,
the City’s contractor, and permitting agencies to ensure that access is provided and lines of
responsibility remain intact. Prior to staff advertising for the demolition bids, the Seller’s
representative contacted staff with a proposal to streamline the process by taking on the
responsibility for demolition at the City’s expense. Further, the Seller obtained quotes from
demolition contractors to perform the necessary work and supplied those for consideration.
ANALYSIS:
The Seller’s estimated cost for demolition, abatement, monitoring, clearance, DTSC oversight,
and related costs associated with the demolition of $405,160 including contingencies (see Exhibit
A of the attached amendment). Prior to receiving this estimate, staff had worked with our
environmental consultant to prepare an estimated cost for the City to perform the demolition work.
Given the complexity of the work along with the potential for unknown conditions due to the age
of the existing buildings, an engineer’s estimate of $950,000 was prepared for the work. This
estimate is significantly higher than the quotes received by the Seller. The approval of
Amendment No. 2 by the parties would allow the Seller to proceed with demolishing the existing
manmade improvements utilizing their contractors at a lower cost than previously estimated. In
addition to saving on the costs to the City, the amendment would also streamline the process of
securing the site in a more timely fashion.
The terms of the attached Amendment No. 2 include assigning the responsibility for demolition to
the Seller and the City funding the escrow account in the amount $405,160, the estimated
demolition cost supplied by the Seller. The Seller would be eligible to withdraw funds from escrow
to make payments to contractors related to the demolition. Any funds from this deposit remaining
at the completion and payment of the demolition work would be returned to the City.
In addition approval of the attached amendment, staff has recommended that the City Council
waive City permit fees that would normally be collected from the Seller and their contractors
related to the demolition as these fees would simply be passed onto the City by the Seller as a
demolition cost. However, given the requirements of State law and the Rancho Cucamonga
Municipal Code to meet certain disposal diversion thresholds for construction and demolition, this
waiver should be subject to withholding of $15,000 from final payment under Amendment No. 2
from the escrow account pending submission of the documentation to the satisfaction of the City
Engineer that the diversion requirements have met.
The attached amendment has been provided to the Seller’s representative for review and
execution. While the City and Seller’s representative have agreed to the approach outlined in the
amendment, the property is owned by several entities who must review and individually authorize
the amendment. Given the desire of both the Seller and City to move forward with securing the
site as soon as possible, staff is recommending that the City Council approve the amendment
and authorize the City Manager to approve minor modifications requested by the Seller that
maintain the proposed intent discussed here.
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2
4
5
1
FISCAL IMPACT:
Under Amendment No. 02, the City will fund the escrow about for this transaction in the amount
of $405,160 to reimburse the Seller for performing the demolition of manmade improvements on
the subject property. Sufficient funds from Infrastructure Fund (Fund 198) under Account No.
1198303-5650/1922198-0 have been included in the approved Fiscal Year 2024/25 Budget to
cover this deposit.
COUNCIL MISSION / VISION / VALUE(S) ADDRESSED:
The Etiwanda Grade Separation Project was identified by the City Council in 2022 as a goal and
priority project in order to improve safety and traffic circulation, reduce vehicle miles traveled, and
reduce greenhouse gasses.
ATTACHMENTS:
Attachment 1 – Amendment No. 02 to Purchase and Sale Agreement
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11231-0247\2985104v1.doc
SECOND AMENDMENT TO AGREEMENT FOR PURCHASE AND SALE
AND ESCROW INSTRUCTIONS
This SECOND AMENDMENT TO AGREEMENT FOR PURCHASE AND SALE
AND ESCROW INSTRUCTIONS (this “Amendment”) is dated as of _______________, 2024
and is entered into by and between the CITY OF RANCHO CUCAMONGA, a California
municipal corporation (“Buyer”), and JONES FAMILY TRUST OF 2010, AS TO AN
UNDIVIDED 2/3 INTEREST, AND ROBERT BRUCE STANFORD, JR., AND WILLIAM
R. RUSHING AS SUCCESSOR TRUSTEE OF THE STRACK FAMILY TRUST, DATED
MARCH 13, 2014, AS TO AN UNDIVIDED 1/3 INTEREST, (collectively referred to herein
as “JONES”) (“Seller”), and BERNELL HYDRAULICS, INC. (“Bernell”), and amends that
certain Agreement for Purchase and Sale and Escrow Instructions dated September 16, 2020 (as
previously amended, the “Agreement”). All capitalized terms not otherwise defined herein shall
have the meaning ascribed thereto in the Agreement.
RECITALS
A. The Agreement provides for Seller and Bernell to sell to Buyer the fee simple
interest in the real property located at 8810 Etiwanda Avenue in the City of Rancho Cucamonga
(the “Property”).
B. After determining that the Property requires remediation of existing environmental
contaminations, Buyer, Seller, and Bernell (collectively, “Parties”) previously amended the
Agreement to include the manner in which the Remediation will be accomplished as set forth in
that certain First Amendment to Agreement for Purchase and Sale and Escrow Instructions dated
April 7, 2021.
C. Parties desire by this Amendment to set forth additional obligations of Seller to
demolish improvements on the Property and the costs associated with those obligations.
THEREFORE, in consideration of the foregoing recitals, the mutual terms set forth below,
and other consideration, the sufficiency of which is hereby acknowledged, Parties agree as follows:
1. Demolition and Abatement Costs. The Agreement is hereby amended to add
Section 3(d) which shall read as follows:
Demolition and Abatement Costs. Notwithstanding anything to the contrary
contained in the Agreement, the Parties hereto agree: (a) that Buyer shall deposit into a
separate escrow account the amount of Four Hundred Five Thousand One Hundred Fifty-
Eight Dollars ($405,158.00) (“Demolition Amount”); (b) the Demolition Amount shall be
used to cover the costs of Seller’s removal of all remaining manmade improvements on the
Property and the completion of all associated demolition and abatement obligations
(“Demolition and Abatement”); (c) the Demolition Amount is based on the Estimated
Demolition Costs provided to Buyer by Seller and attached hereto as Exhibit “A”; (d) the
Demolition Amount represents the maximum amount to be paid to Seller by Buyer for any
and all costs associated with Seller’s Demolition and Abatement obligations as specified
in Section 40 herein; and (e) once Seller has completed the Demolition and Abatement,
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11231-0247\2985104v1.doc
any remailing Demolition Amount funds shall be disbursed to Buyer.
2. Demolition and Abatement. The Agreement is hereby amended to add Section 40
which shall read as follows:
40. Demolition and Abatement. The Parties hereto expressly agree that Seller
will be responsible for the removal of all remaining manmade improvements on the
Property and will be responsible for any and all demolition, abatement, and other activities
necessary to complete the Demolition and Abatement. The Parties further agree that Seller
will be financially responsible for any costs related to the Demolition and Abatement that
exceed the Demolition Amount.
IN WITNESS WHEREOF, this Amendment has been executed by the undersigned as
of the date first written above.
“Seller”
JONES FAMILY TRUST OF 2010
By: _______________________________
William A. Jones, Trustee
ROBERT BRUCE STANFORD, JR.
Robert Bruce Stanford, Jr.
WILLIAM R. RUSHING, TRUSTEE
THE STRACK FAMILY TRUST, DATED
MARCH 13, 2014
William R. Rushing, Trustee
[Signatures Continued on Following Page]
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11231-0247\2985104v1.doc
BERNELL HYDRAULICS, INC.
By:__________________________________
Name:_______________________________
Title:_______________________________
“Buyer”
CITY OF RANCHO CUCAMONGA, A
MUNICIPAL CORPORATION
By: ___________________________
Name: John Gillison
Title: City Manager
ATTEST:
Janice C. Reynolds, City Clerk
APPROVED AS TO FORM:
Richards, Watson & Gershon,
A Professional Corporation
By:______________________________
Reg ina N. Danner,
Deputy City Attorney
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EXHIBIT “A”
ESTIMATED DEMOLITION COSTS
Page 218
Item Description Cost Mark-up Final Cost
1 Demolition & Abatement 263,964.00$ 15%303,558.00$
2 Asbestos Monitoring & Clearance 12,000.00$ 15%13,800.00$
3 Proponent On-Site Observation 15,000.00$ NA 15,000.00$
4 DTSC Oversight Fees 10,000.00$ NA 10,000.00$
5 Project Management 26,000.00$ NA 26,000.00$
6 City Permit Fees - TBD or Waived NA
368,358.00$
36,800.00$
405,158.00$ Total Estimated Cost:
Rancho Cucamonga, California
Subtotal Estimated Cost:
Bernell Hydraulics
8810 Etiwanda Avenue
Estimated Demolition Costs
10% Contingency
Page 219
Page 1 of 1
REVISION:
Attached is a revised Staff Report for item D9 on the Consent Calendar highlighting a change in
the recommendation and proposed Amendment No. 02 included in the item as Attachment 1 to
reflect revisions in terms of the amendment related to an increase in cost to $443,694 and escrow
instructions primarily related to the process of releasing funds from escrow under the amendment.
RECOMMENDATION:
Staff recommends the City Council:
1. Approve the attached Amendment No. 02 to incorporate demolition of manmade
improvements on the property by the Seller into the Purchase and Sale Agreement (CO20-
104) and Joint Escrow Instructions between the City of Rancho Cucamonga and Jones
Family Trust of 2010, Robert Bruce Stanford, Jr., William R. Rushing, and Bernell
Hydraulics, Inc. (Seller) for purchase of the Fee Simple Interest, Business Goodwill and
Relocation Assistance Benefits in the Real Property located at 8810 Etiwanda Avenue
and further identified as accessor parcel number (APN) 0229-131-07 in connection with
the construction of the Etiwanda Grade Separation Project; and
2. Authorize the City Manager to execute the amendment and to approve minor modifications
to the amendment prior to execution.
ATTACHMENTS:
Attachment 1 – Revised Staff Report
DATE: July 17, 2024
TO: John R. Gillison, City Manager
FROM: Jason C. Welday, Engineering Services Director/City Engineer
BY: Jason C. Welday, Engineering Services Director/City Engineer
SUBJECT: Consideration to Approve Amendment No. 02 to the Purchase and Sale
Agreement (CO20-104) and Joint Escrow Instructions Between the City of
Rancho Cucamonga and Jones Family Trust of 2010, Robert Bruce Stanford,
Jr., William R. Rushing, and Bernell Hydraulics, Inc. for Purchase of the Fee
Simple Interest, Business Goodwill and Relocation Assistance Benefits in the
Real Property Located at 8810 Etiwanda Avenue and Further Identified as APN
0229-131-07 in Connection With the Construction of the Etiwanda Grade
Separation Project and to Waive the Collection of All City Permit Fees for the
Demolition of Existing Structures Located on the Property. (CITY)
MEMORANDUM
Engineering Services Department
Corrected Staff Report Memo: 7/17/2024 Item D9 Consent Calendar
DATE:
March 20, 2024
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
Marlena Perez, Principal Engineer
Chi Wai Chan, Assistant Engineer
SUBJECT: Consideration to Approve Amendment No. 02 to the Purchase and Sale
Agreement (CO20-104) and Joint Escrow Instructions Between the City
of Rancho Cucamonga and Jones Family Trust of 2010, Robert Bruce
Stanford, Jr., William R. Rushing, and Bernell Hydraulics, Inc. for
Purchase of the Fee Simple Interest, Business Goodwill and Relocation
Assistance Benefits in the Real Property Located at 8810 Etiwanda
Avenue and Further Identified as APN 0229-131-07 in Connection With
the Construction of the Etiwanda Grade Separation Project and to Waive
the Collection of All City Permit Fees for the Demolition of Existing
Structures Located on the Property. (CITY)
RECOMMENDATION:
Staff recommends the City Council:
1. Approve the attached Amendment No. 02 to incorporate demolition of manmade
improvements on the property by the Seller into the Purchase and Sale Agreement (CO20-
104) and Joint Escrow Instructions between the City of Rancho Cucamonga and Jones
Family Trust of 2010, Robert Bruce Stanford, Jr., William R. Rushing, and Bernell
Hydraulics, Inc. (Seller) for purchase of the Fee Simple Interest, Business Goodwill and
Relocation Assistance Benefits in the Real Property located at 8810 Etiwanda Avenue
and further identified as accessor parcel number (APN) 0229-131-07 in connection with
the construction of the Etiwanda Grade Separation Project; and
2. Authorize the City Manager to execute the amendment and to approve minor modifications
to the amendment prior to execution.
BACKGROUND:
In September 2020, the City and the Seller entered into a Purchase and Sale Agreement (CO20-
104) for the purchase of the Real Property located at 8810 Etiwanda Avenue, also identified as
Bernell Hydraulics, in connection with the Etiwanda Grade Separation Project. Subsequently, in
April 2021, the City and the Seller identified potential environmental liabilities due to soil
contamination and executed Amendment No. 01 to the Purchase and Sale Agreement that
incorporated additional terms whereby the City would be responsible for demolition of manmade
improvements, and the Seller would be responsible for remediation of the soil contamination by
means of a Standard Voluntary Agreement (Agreement) with the Department of Toxic Substances
Control (DTSC) prior to closing escrow.
ATTACHMENT 1
Page 2
Following vacation of the site by the Seller in September 2023, the City began communication
with DTSC and Southern California Air Quality Management District to determine how the
demolition by the City and subsequent site remediation by the Seller should best be coordinated.
Further, staff prepared a bid package to obtain bids for the required demolition. The approach
included in the terms of Amendment No. 01 requires close coordination between the Seller, City,
the City’s contractor, and permitting agencies to ensure that access is provided and lines of
responsibility remain intact. Prior to staff advertising for the demolition bids, the Seller’s
representative contacted staff with a proposal to streamline the process by taking on the
responsibility for demolition at the City’s expense. Further, the Seller obtained quotes from
demolition contractors to perform the necessary work and supplied those for consideration.
ANALYSIS:
The Seller’s estimated cost for demolition, abatement, monitoring, clearance, DTSC oversight,
and related costs associated with the demolition of $443,694 including contingencies (see Exhibit
A of the attached amendment). Prior to receiving this estimate, staff had worked with our
environmental consultant to prepare an estimated cost for the City to perform the demolition work.
Given the complexity of the work along with the potential for unknown conditions due to the age
of the existing buildings, an engineer’s estimate of $950,000 was prepared for the work. This
estimate is significantly higher than the quotes received by the Seller. The approval of
Amendment No. 2 by the parties would allow the Seller to proceed with demolishing the existing
manmade improvements utilizing their contractors at a lower cost than previously estimated. In
addition to saving on the costs to the City, the amendment would also streamline the process of
securing the site in a more timely fashion.
The terms of the attached Amendment No. 2 include assigning the responsibility for demolition to
the Seller and the City funding the escrow account in the amount $443,694, the estimated
demolition cost supplied by the Seller. The Seller would be eligible to withdraw funds from escrow
to make payments to contractors related to the demolition. Any funds from this deposit remaining
at the completion and payment of the demolition work would be returned to the City.
In addition, the attached amendment includes a waiver of City permit fees that would normally be
collected from the Seller and their contractors related to the demolition as these fees would simply
be passed onto the City by the Seller as a demolition cost. However, given the requirements of
State law and the Rancho Cucamonga Municipal Code to meet certain disposal diversion
thresholds for construction and demolition, this waiver would be subject to withholding of $15,000
from final payment under Amendment No. 02 from the escrow account pending submission of the
documentation to the satisfaction of the City Engineer that the diversion requirements have met.
The attached amendment has been provided to the Seller’s representative for review and
execution. While the City and Seller’s representative have agreed to the approach outlined in the
amendment, the property is owned by several entities who must review and individually authorize
the amendment. Given the desire of both the Seller and City to move forward with securing the
site as soon as possible, staff is recommending that the City Council approve the amendment
and authorize the City Manager to approve minor modifications requested by the Seller that
maintain the proposed intent discussed here.
FISCAL IMPACT:
Under Amendment No. 02, the City will fund the escrow about for this transaction in the amount
of $443,694 to reimburse the Seller for performing the demolition of manmade improvements on
the subject property. Sufficient funds from Infrastructure Fund (Fund 198) under Account No.
1198303-5650/1922198-0 have been included in the approved Fiscal Year 2024/25 Budget to
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cover this deposit.
COUNCIL MISSION / VISION / VALUE(S) ADDRESSED:
The Etiwanda Grade Separation Project was identified by the City Council in 2022 as a goal and
priority project in order to improve safety and traffic circulation, reduce vehicle miles traveled, and
reduce greenhouse gasses.
ATTACHMENTS:
Attachment 1 – Amendment No. 2 to Purchase and Sale Agreement
BN 83493026v2
SECOND AMENDMENT TO AGREEMENT FOR PURCHASE AND SALE AND
ESCROW INSTRUCTIONS
This SECOND AMENDMENT TO AGREEMENT FOR PURCHASE AND SALE
AND ESCROW INSTRUCTIONS (this “Amendment”) is dated as of ____________________,
2024 and is entered into by and between the CITY OF RANCHO CUCAMONGA, a California
municipal corporation (“Buyer”), and JONES FAMILY TRUST OF 2010, AS TO AN
UNDIVIDED 2/3 INTEREST, AND ROBERT BRUCE STANFORD, JR., AND WILLIAM
R. RUSHING AS SUCCESSOR TRUSTEE OF THE STRACK FAMILY TRUST, DATED
MARCH 13, 2014, AS TO AN UNDIVIDED 1/3 INTEREST, (collectively referred to herein
as “JONES”) (“Seller”), and BERNELL HYDRAULICS, INC. (“Bernell”), and amends that
certain Agreement for Purchase and Sale and Escrow Instructions dated September 16, 2020 (as
previously amended, the “Agreement”). All capitalized terms not otherwise defined herein shall
have the meaning ascribed thereto in the Agreement.
RECITALS
A. The Agreement provides for Seller and Bernell to sell to Buyer the fee simple
interest in the real property located at 8810 Etiwanda Avenue in the City of Rancho Cucamonga
(the “Property”).
B. After determining that the Property requires remediation of existing environmental
contaminations, Buyer, Seller, and Bernell (collectively, “Parties”) previously amended the
Agreement to include the manner in which the Remediation will be accomplished as set forth in
that certain First Amendment to Agreement for Purchase and Sale and Escrow Instructions dated
DATE.
C. Parties desire by this Amendment to set forth additional obligations of Seller to
demolish improvements on the Property and the costs associated with those obligations.
THEREFORE, in consideration of the foregoing recitals, the mutual terms set forth below,
and other consideration, the sufficiency of which is hereby acknowledged, Parties agree as follows:
1. Demolition and Abatement Costs. The Agreement is hereby amended to add
Section 3(d) which shall read as follows:
“(d) Demolition and Abatement Costs. Notwithstanding anything to the
contrary contained in the Agreement, the Parties hereto agree: (a) that Buyer shall deposit into a
separate escrow account the amount of Four Hundred Forty-Three Thousand Six Hundred Ninety-
Four Dollars ($443,694.00) (“Demolition Amount”); (b) the Demolition Amount shall be used to
cover the costs of Seller’s completion of Demolition, including removal of all remaining above-
ground manmade improvements on the Property, removal of any below-ground improvements and
utilities necessary to complete the Remediation, as defined in section 3(c) herein, and the
completion of all associated demolition and abatement obligations, including but not limited to
asbestos monitoring and clearance, on-site observation, oversight fees and project management
fees (“Demolition and Abatement”); completion of Demolition and Abatement shall be confirmed
by Seller’s contractor upon completion of the Demolition Scope of Work attached hereto as
Exhibit “B”. (c) the Demolition Amount is based on the Estimated Demolition Costs provided to
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BN 83493026v2
Buyer by Seller and attached hereto as Exhibit “A”; (d) the Demolition Amount represents the
maximum amount to be paid to Seller by Buyer for any and all costs associated with Seller’s
Demolition and Abatement obligations as specified in Section 40 herein; provided, however, that
Buyer shall be responsible for the actual cost of DTSC oversight not to exceed the amount set forth
on Exhibit “A”; and (e) once Seller has completed the Demolition and Abatement, any remaining
Demolition Amount funds shall be disbursed to Buyer.
(i) Seller shall submit written requests to Buyer for disbursement of
Demolition Funds for Demolition expenses paid by Seller and shall include documentation of
amounts requested. Disbursement request shall be submitted by Seller no more frequently than
once every 30 calendar days and shall be reviewed by Buyer and approval submitted to the Escrow
Officer within 7 (seven) calendar days unless rejected by Buyer. Buyer shall reject a disbursement
request in writing to Seller within 7 (seven) calendar days if insufficient documentation is provided
to support the request or the amount requested exceeds the amounts listed in Exhibit “A”. Seller
or Seller’s contractor shall obtain all required permits prior to performing Demolition under this
agreement. Buyer shall waive or be solely responsible for all permit fees required to complete the
Demolition and Abatement.
(ii) Seller shall have the option to request a release of Demolition
Amount funds in advance of submitting documentation of payment to Buyer (“Early Withdrawal
Funds”) to allow Seller to pay the cost of Demolition and Abatement tasks, as set forth on Exhibit
“B”. If any Early Withdrawal Funds are released to Seller, Seller must submit to Buyer
documentation of all amounts paid using Early Withdrawal Funds. All documentation of payment
amounts using Early Withdrawal Funds shall be submitted to Buyer within 7 (seven) calendar days
of completion of the Demolition Scope of Work, as set forth on Exhibit “B”. In the event the Early
Withdrawal Funds amount exceeds the actual amount paid by Seller, Seller shall deposit the excess
amount into the Demolition Account prior to disbursement of the Diversion Holdback to Seller, as
defined in Section 3(e) herein.”
2. Disposal Diversion Holdback Amount. The Agreement is hereby amended to add
Section 3(e) which shall read as follows:
“(e) Disposal Diversion Holdback Amount. Parties agree that the sum of Fifteen
Thousand Dollars ($15,000.00) (“Diversion Holdback”) will be withheld from final payment to
Seller from the Demolition Amount, as defined in section 3(d) herein, until Seller submits
documentation to Buyer, to the satisfaction of the City Engineer, that the disposal diversion
threshold requirements pursuant to California Law and the Rancho Cucamonga Municipal Code
have been met. Once said documentation has been submitted and approved by the City Engineer,
the Diversion Holdback shall be disbursed to Seller.”
3. Demolition and Abatement. The Agreement is hereby amended to add Section 40
which shall read as follows:
“40. Demolition and Abatement. The Parties hereto expressly agree that Seller
will be responsible for the removal of all remaining above-ground manmade improvements on the
Property, the removal of any below-ground improvements and utilities necessary to complete the
Remediation, and any and all demolition, abatement, and other activities necessary to complete
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BN 83493026v2
the Demolition and Abatement. For purposes of clarification, Seller shall have no responsibility or
obligation for the removal of any underground improvements or utilities unless the removal of said
underground improvements or utilities is necessary to comply with Seller’s Remediation
obligations. The Parties further agree that Seller will be financially responsible for any costs related
to the Demolition and Abatement that exceed the Demolition Amount.”
IN WITNESS WHEREOF, this Amendment has been executed by the undersigned as of
the date first written above.
“Seller”
JONES FAMILY TRUST OF 2010
By:
William A. Jones, Trustee
ROBERT BRUCE STANFORD, JR.
Robert Bruce Stanford, Jr.
WILLIAM R. RUSHING, TRUSTEE THE
STRACK FAMILY TRUST, DATED MARCH
13, 2014
William R. Rushing, Trustee
[Signatures Continued on Following Page]
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BN 83493026v2
BERNELL HYDRAULICS, INC.
By:
Name:
Title:
“Buyer”
CITY OF RANCHO CUCAMONGA, A
MUNICIPAL CORPORATION
By:
Name: John Gillison
Title: City Manager
ATTEST:
Janice C. Reynolds, City Clerk
APPROVED AS TO FORM:
Richards, Watson & Gershon,
A Professional Corporation
By:
Regina N. Danner,
Deputy City Attorney
BN 83493026v2
EXHIBIT “A”
ESTIMATED DEMOLITION COSTS
Item Description Cost Mark-up Final Cost
1 Demolition & Abatement $ 263,964.00 15% $ 303,558.00
2 Asbestos Monitoring & Clearance $ 12,000.00 15% $ 13,800.00
3 Proponent On-Site Observation $ 15,000.00 NA $ 15,000.00
4 DTSC Oversight Fees $ 25,000.00 NA $ 25,000.00
5 Project Management $ 26,000.00 NA $ 26,000.00
6 City Permit Fees Waived by City NA NA
7 Non-City Permit Fees $10,000.00 NA $10,000.00
8 Underground Utility Removal $ 10,000.00 NA $ 10,000.00
Subtotal Estimated Cost: $ 403,358.00
10% Contingency $ 40,336.00
Total Estimated Cost:$ 443,694.00
Page 1 of 5
The Brownfield Redevelopment Group Co.
LIABILITY AND ASSET MANAGEMENT SOLUTIONS
26741 Portola Parkway, Ste. 1E #691
Foothill Ranch, California 92610
949.474.1929
July 17, 2024 sent via e-mail:
rhonda@bernell-usa.com
Jones Family Trust of 2010
William A. Jones, Trustee
Robert Bruce Stanford, Jr, Trustee
2014 Strack Family Trust
William R. Rushing, Successor Trustee
c/o Ms. Rhonda Garness
Bernell Hydraulics
8810 Etiwanda Ave.
Rancho Cucamonga, CA 91739
Subject: Professional Consulting Services
Demolition of Bernell Hydraulics Facility
DTSC Interfacing
8810 Etiwanda Avenue
Rancho Cucamonga, CA 91739
Dear Rhonda:
At your request, this Consulting Agreement was prepared for the Jones Family Trust of
2010 and the 2014 Strack Family Trust (collectively termed herein as Client) to confirm
the retention of The Brownfield Redevelopment Group Co. (TBRG) and its principal
consultant, Anthony Silva, P.G., as a technical advisor/consultant to assist Client with the
demolition of the Bernell Hydraulics Facility located at 8810 Etiwanda Avenue, Rancho
Cucamonga, California 91739 (Site). This demolition was requested by the City of Rancho
Cucamonga (City) while conducting and completing their Site acquisition due diligence.
Page 2 of 5
Scope of Work
TBRG is providing this Scope of Work based on discussions with Client’s representative, Ms.
Rhonda Garness of Bernell Hydraulics, on Monday, July 15, 2024, and previous experiences at
similar Sites with similar environmental conditions. The Scope of Work provided below
represents TBRG’s understanding of the items to be completed for the Site to complete the
demolition of the Bernell Hydraulics Facility and conduct interfacing with the Department of
Toxic Substances Control (DTSC) to implement the DTSC Remedial Process.
The proposed Scope of Work tasks are listed below, and these tasks (and associated costs) may
change owing to Client requests. Additional Scope of Work tasks will be billed to Client on a
time and materials basis as discussed in paragraphs 1 and 2 of the Terms and Conditions below.
Scope of Work Tasks:
Specifically, TBRG will perform the following scope of work tasks on a time and material
basis.
Task 1: Demolition and Asbestos Abatement: Cost Estimate: $263,964.00.
Subcontractor: Strongarm Environmental Field Services, Inc.
Time: 21 days
Task 2: Asbestos Monitoring and Clearance: Cost Estimate: $12,000.00.
Subcontractor: National Econ Corporation.
Time: 2 days
Task 3: Proponent (Bernell Hydraulics) On-Site Observation: Cost Estimate:
$15,000.00.
Time: 21 days concurrent with Task 1.
Task 4: DTSC Oversight Fees. Not To Exceed (NTE) Cost Estimate:
$25,000.00.
Time: 60 Days
Task 5: Project Management. Cost Estimate: $300,000.00
Time: 30 Days (21 days concurrent with Task 1)
Page 3 of 5
Task 6: City Permit Fees.
Cost Estimate: Fees Waived by the City.
Time: 60 days
Total Time Duration Estimate: 2 Months (Includes DTSC Oversight)
Critical Assumption: Assumes 30-day completion of project.
Estimated Costs: $383,358.00
10% Contingency: $38,335.00
Total Estimated Costs: $421,693.00
TERMS AND CONDITIONS
TBRG will be compensated on a time and materials basis, as agreed to by Client, for its work on
the project as follows:
1. Client agrees to the hourly consulting fee, for Anthony Silva, principal consultant,
of $225.00 per hour for time actually spent on the Scope of Work Tasks described
above, including but not limited to consultation (project document review, project
management, technical and strategy-level consultation with legal counsel and
client), research, telephone calls, and travel time. TBRG will notify Client if an
additional level of effort is necessary to complete any remaining Scope of Work.
2. Client agrees to the hourly consulting fee, for Environmental Technicians, of
$125.00 to 150.00 per hour for time actually spent on Quarterly Monitoring
Services.
3. TBRG requires Client to provide an initial $48,000.00 (20%) retainer to be held
without interest against final billings. TBRG reserves the right to require Client to
deposit additional retainer amounts in the future. Prior to application of the retainer
against final billings, Client must continue to timely pay TBRG’s reasonable fees
and costs. Any unused deposit at the conclusion of TBRG’s work services will be
refunded.
3. Client shall likewise be responsible for the payment of any and all actual costs
incurred by TBRG relative to the Site as incurred. Such costs include, but are not
limited to, travel expenses, telephone calls, postage, document delivery, messenger
services, computerized engineering, research and computerized data research, and
any and all other costs and expenses reasonably incurred as a result of TBRG’s
retention.
Page 4 of 5
4. TBRG will submit to Client an invoice that itemizes any and all fees incurred in
connection with the project. Hourly fees and actual costs will be deducted from
the retainer and the remaining retainer balance will be shown on each such invoice.
Invoices are due upon receipt and shall be paid in the ordinary course of business.
In the event invoices are not paid in full within 30 days of invoice date, a stop work
notice may be given and interest may begin to accrue at the rate of 15% per annum.
5. Client from time-to-time may request TBRG to perform tasks beyond those
specified in the scope of work described above. TBRG shall provide a separate
quote for any such additional work on a fixed price or fixed unit rate basis and
submit the quote for prior written approval to Client.
6. In the event any dispute arises under the terms of this agreement, the parties agree
to submit any and all such disputes to binding arbitration before the Judicial
Arbitration and Mediation Services (JAMS) in Orange County, California. In
the event of any dispute, the prevailing party, in addition to any and all other
relief, shall be entitled to recover reasonable attorney's fees.
If this agreement accurately reflects the Client’s understanding of the terms and conditions of
TBRG’s engagement, please so indicate by executing this Agreement in the space provided and
return same to this office.
We look forward to working with Client and Bernell Hydraulics on this project. Should you have
any questions or comments at any time, please do not hesitate to contact me at 949.510.6474
(mobile), at 949.474.1929 (office) or via e-mail: asilva@tbrgco.com.
Best Regards,
Anthony Silva, P.G.
Principal Consultant
Page 5 of 5
ACKNOWLEDGED AND AGREED
Dated: July______, 2024
Jones Family Trust of 2010
By:
Title:__________________________________
2014 Strack Family Trust
By:
Title:__________________________________
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4
5
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DATE:July 17, 2024
TO:Mayor and Members of the City Council
FROM:John R. Gillison, City Manager
INITIATED BY:Robert Neiuber, Senior Human Resources Director
SUBJECT:Consideration of Amendment No. 3 to the Professional Services
Agreement with NEOGOV, Contract# 17-199, for Applicant Tracking
Software Services Extending Agreement Term to August 8, 2027. (CITY)
RECOMMENDATION:
Staff recommends the City Council approve Amendment No. 3 to the Professional Services
Agreement with NEOGOV, contract# 17-199, for applicant tracking software services extending
the agreement term up to August 8, 2027, including the addition of Attract subscription, new
candidate relationship manager tool, not to exceed $208,000 for Fiscal Year 2024-25, 2025-26,
and 2026-27.
BACKGROUND:
In July 2017, the City Council approved a 5-year Professional Services Agreement (PSA) with
NEOGOV, a leading public sector applicant tracking software. NEOGOV services provide the City
with a comprehensive applicant tracking, and learning management system that has a
significant impact on the day-to-day efficiency of many Human Resources functions. This
professional services agreement ended in August 2022, but allowed for an additional 5-year
renewal.
In August 2022, the City Council approved Amendment No. 1 to the Professional Services
Agreement extending the contract for one year, from August 9, 2022, through August 8, 2023. In
August 2023, the City Council approved Amendment No. 2 to the Professional Services
Agreement extending the contract for one year, from August 9, 2022, through August 8, 2023.
ANALYSIS:
NEOGOV continues to meet the needs of the Human Resources Department allowing the efficient
management of its various HR functions. Staff would like to extend the contract for up to an
additional three one-year successive terms as allowed under the initial contract from August 9,
2024, through August 8, 2027. The City would contract for the following modules: Attract (paid
for through August 2025), New Hire – IN to HRIS, Candidate Text Messaging. Learn, Insight,
and Governmentjobs.com.
The cost for FY 2024-2025 year is $51,732.60. The estimate cost for FY 2025-2026 is $74,000
and for FY 2026-2027 is 82,000.
Staff recommends that the City Council approve the attached Amendment No. 3 to the
Professional Services Agreement with NEOGOV extending the term of the contract for three
one-year successive terms.
Page 220
2
4
5
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FISCAL IMPACT:
The total cost of the amendment over the next three fiscal years would not exceed $208,000.
Funding to cover FY 2024-2025 costs has been included in the Fiscal Year 2024/25 annual
budget.
Account Number Amount
1001209-5300 $51732.60
COUNCIL MISSION / VISION / VALUE(S) ADDRESSED:
This item addresses the City Council’s core values of relentless pursuit of improvement and
intentionally embracing and anticipating our future.
ATTACHMENTS:
Attachment 1 - Amendment No. 3
Page 2
Page 221
Last Revised: 8/16/2023 Page 1 of 1
Attachment 1
AMENDMENT NO. 3
to
Professional Services Agreement (CO #17-199)
between
GovernmentJobs.com (hereinafter “NEOGOV”)
and
City of Rancho Cucamonga (hereinafter the “City”)
This Amendment No. 3 will serve to amend the Professional Services Agreement (hereinafter
“Agreement”), CO# 17-199, to incorporate the following:
Renewal Term- allow renewal of contract #17-199 for successive one-year terms beginning
8/9/2024 through 8/8/2027.
Updated Items contracted for after August 9, 2024: Attract (paid for through 2024-25 fiscal
year), New Hire – IN to HRIS, Candidate Text Messaging. Learn, Insight, and
Governmentjobs.com.
All other Terms and Conditions of the original Agreement CO#17-199, will remain in full effect.
IN WITNESS WHEREOF, the parties, through their respective authorized
representatives, have executed this Amendment by way of signature by both parties and on the date
indicated below. Please return two (2) original signed copies to the City no later than August 2024. The
City will process both copies for signature and provide NEOGOV with one (1) fully executed copy of
the Amendment.
GovernmentJobs.com, Inc.
By:
Name Date
City of Rancho Cucamonga
By:
Name Date
Title Title
By:
Name Date
By:
Name Date
Title
(two signatures required if corporation)
Title
Page 222
DATE:July 17, 2024
TO:Mayor and Members of the City Council
FROM:John R. Gillison, City Manager
INITIATED BY:Matt Marquez, Director of Planning and Economic Development
Tanya Spiegel, Economic Development Manager
SUBJECT:Consideration of a Professional Services Agreement with the Rancho
Cucamonga Chamber of Commerce for Economic Development
Services in the Amount of $60,000. (CITY)
RECOMMENDATION:
Staff recommends the City Council approve a Professional Services Agreement with the Rancho
Cucamonga Chamber of Commerce for economic development services in the amount of
$60,000.
BACKGROUND:
Since June 1999, the City of Rancho Cucamonga (“City”) has contracted with the Rancho
Cucamonga Chamber of Commerce (“Chamber”) to provide a variety of services and programs
in furtherance of the economic development goals of the community. This has included hosting
programs and events to encourage business and economic development in the community,
furthering the City’s business-friendly goals, and disseminating business-related materials and
information. Over the years, the scope of services has changed from time-to-time as new
opportunities have come up and existing programs and services were re-evaluated.
Over the last year, the City has worked with the Chamber to update the scope of services to better
align resources with current and emergent economic development needs and trends. While key
services and programs provided by the Chamber will remain the same, the Chamber is proposing
new services and programs to enhance support for the City’s ongoing economic development
efforts.
ANALYSIS:
As previously noted, the City of Rancho Cucamonga has historically contracted with the Rancho
Cucamonga Chamber of Commerce to provide services related to promoting businesses and
enhancing economic development.
Staff is recommending that a single-source award be made to the Rancho Cucamonga Chamber
of Commerce for the City’s economic development efforts detailed in Exhibit A (scope of service)
in the attached Agreement and as summarized below.
Chamber of Commerce’s scope of services will include:
•The Chamber will provide General Economic Development Services including but not
limited to Membership within the Chamber; cooperatively working with the City on
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marketing the region and providing relocation information to prospective businesses
interested in locating their business in Rancho Cucamonga; and continue to respond to
business inquiries and offer support in terms of education and representation to the
business community.
•The Chamber will continue to visit local Rancho Cucamonga businesses through business
visits. Chamber Board Members, Ambassadors and Staff will walk and visit service
providers, manufacturers, and other businesses located in various shopping or business
centers. Business resource information will be provided to the businesses including
resources and information from the Rancho Cucamonga Chamber of Commerce, City of
Rancho Cucamonga, City Departments and Resource Partners.
•The Chamber will continue to provide meeting, and workspace for the City's Small
Business Development Center’s Representative for meetings, workshops and phone
conversations.
•The Chamber will host events and programs throughout the year including the Annual
ShopRC Awards and Installation Dinner; Annual Vintners Celebration; Business
Connection Network Meetings; Monthly Innovation Forums; Public Safety Recognition;
Annual Spring Swing Golf Tournament; Business Activities (Grand Opening/ Ribbon
Cutting Ceremonies, Business Mixers, New Member Receptions and Chamber Board
Meetings); and the ShopRC Program.
•The Chamber will assist with the Rancho Cucamonga State of the City as the event is
hosted by the City of Rancho Cucamonga.
•The Chamber will continue to partner with the City and the Inland Empire Small Business
Development Center for focused business educational workshops on entrepreneurship,
leadership, and other topics of interest to the business community.
The term of this Agreement is valid for one (1) year, from, July 1, 2024, through June 30, 2025,
and will renew on an annual basis automatically unless terminated by either party upon a thirty
(30) day written notice by June 1st. Notice is to be received no later than May 1st.
The City recognizes that the Rancho Cucamonga Chamber of Commerce continues to provide
valuable services which support the business community and encourage economic development
across the city. The City/Chamber partnership is essential in our efforts to address the needs and
interests of our local businesses.
FISCAL IMPACT:
The City’s fiscal year 2024/25 budget allocates funding for the Chamber of Commerce’s scope of
services in 10011001-5300 (General Fund, Contract Services). Economic Development services
will be provided on an annual basis for $60,000 each year for this Professional Services
Agreement.
COUNCIL MISSION / VISION / VALUE(S) ADDRESSED:
This item addresses the City Council’s Core Values of “Providing and nurturing a high quality of
life for all”, “Intentionally embracing and anticipating the future”, and “Equitable prosperity for all”
by ensuring that Rancho Cucamonga’s vibrant economy ensures prosperity and opportunities
now and in the future. It also addresses the Vision and Goals of the General Plan by establishing
Rancho Cucamonga as the cultural and economic hub of the Inland Empire.
ATTACHMENTS:
Attachment 1 - Exhibit A: Rancho Cucamonga Chamber of Commerce PSA
Page 224
Vendor Initials
PSA with Professional Liability Insurance (non-design)
Last Revised: 10/02/13
Page 1
AGREEMENT FOR
PROFESSIONAL SERVICES
THIS AGREEMENT is made and entered into this 10th day of July,
2024, by and between the City of Rancho Cucamonga, a municipal corporation
("City") and Rancho Cucamonga Chamber of Commerce, a California corporation
("Contractor").
RECITALS
A.Contractor has submitted a proposal to perform the professional services
described in Recital "A", above, necessary to complete the Project.
B.City desires to engage Contractor to complete the Project in the manner set
forth and more fully described herein.
C.Contractor represents that it is fully qualified and licensed under the laws
of the State of California to perform the services contemplated by this Agreement in a
good and professional manner.
AGREEMENT
NOW, THEREFORE, in consideration of performance by the parties of the
mutual promises, covenants, and conditions herein contained, the parties hereto agree as
follows:
1.Contractor's Services.
1.1 Scope and Level of Services. Subject to the terms and conditions
set forth in this Agreement, City hereby engages Contractor to perform all technical and
professional services described in Recitals "A" and "B" above, including, but not limited
to Economic Development Services, all as more fully set forth in the Contractor's
proposal, dated July 10, 2024 and entitled "Scope of Work", attached hereto as Exhibit
"A", and incorporated by reference herein. The nature, scope, and level of the services
required to be performed by Contractor are set forth in the Scope of Work and are
referred to herein as "the Services." In the event of any inconsistencies between the Scope
of Work and this Agreement, the terms and provisions of this Agreement shall control.
1.2 Revisions to Scope of Work. Upon request of the City, the
Contractor will promptly meet with City staff to discuss any revisions to the Project
desired by the City. Contractor agrees that the Scope of Work may be amended based
upon said meetings, and, by amendment to this Agreement, the parties may agree on a
revision or revisions to Contractor's compensation based thereon. A revision pursuant to
this Section that does not increase the total cost payable to Contractor by more than ten
percent (10%) of the total compensation specified in Section 3, may be approved in
writing by City's City Manager without amendment.
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1.3 Time for Performance. Contractor shall perform all services under
this Agreement in a timely, regular basis consistent with industry standards for
professional skill and care, and in accordance with any schedule of performance set forth
in the Scope of Work, or as set forth in a "Schedule of Performance", if such Schedule is
attached hereto as Exhibit "A".
1.4 Standard of Care. As a material inducement to City to enter into
this Agreement, Contractor hereby represents that it has the experience necessary to
undertake the services to be provided. In light of such status and experience, Contractor
hereby covenants that it shall follow the customary professional standards in performing
the Services.
1.5 Familiarity with Services. By executing this Agreement,
Contractor represents that, to the extent required by the standard of practice, Contractor
(a) has investigated and considered the scope of services to be performed, (b) has
carefully considered how the services should be performed, and (c) understands the
facilities, difficulties and restrictions attending performance of the services under this
Agreement. Contractor represents that Contractor, to the extent required by the standard
of practice, has investigated any areas of work, as applicable, and is reasonably
acquainted with the conditions therein. Should Contractor discover any latent or
unknown conditions, which will materially affect the performance of services, Contractor
shall immediately inform City of such fact and shall not proceed except at Contractor's
risk until written instructions are received from the City Representative.
2. Term of Agreement. The term of this Agreement is valid for one (1) year,
from, July 1, 2024 through June 30, 2025 and will renew on an annual basis automatically
unless terminated by either party upon a thirty (30) day written notice by June 1st. Notice
is to be received no later than May 1st.
3. Compensation.
3.1 Compensation. City shall compensate Contractor as set forth in
Exhibit A, provided, however, that full, total and complete amount payable to Contractor
shall not exceed $60,000.00 (sixty thousand dollars), including all out of pocket expenses,
unless additional compensation is approved by the City Manager or City Council. City
shall not withhold any federal, state or other taxes, or other deductions. However, City
shall withhold not more than ten percent (10%) of any invoice amount pending receipt of
any deliverables reflected in such invoice. Under no circumstance shall Contractor be
entitled to compensation for services not yet satisfactorily performed.
The parties further agree that compensation may be adjusted in accordance
with Section 1.2 to reflect subsequent changes to the Scope of Services. City shall
compensate Contractor for any authorized extra services as set forth in Exhibit A.
4. Method of Payment.
4.1 Invoices. Contractor shall submit to City monthly invoices for the
Services performed pursuant to this Agreement. The invoices shall describe in detail the
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Services rendered during the period and shall separately describe any authorized extra
services. Any invoice claiming compensation for extra services shall include appropriate
documentation of prior authorization of such services. All invoices shall be remitted to
the City of Rancho Cucamonga, California.
4.2 City shall review such invoices and notify Contractor in writing
within ten (10) business days of any disputed amounts.
4.3 City shall pay all undisputed portions of the invoice within thirty
(30) calendar days after receipt of the invoice up to the not-to-exceed amounts set forth in
Section 3.
4.4 All records, invoices, time cards, cost control sheets and other
records maintained by Contractor relating to services hereunder shall be available for
review and audit by the City.
5. Representatives.
5.1 City Representative. For the purposes of this Agreement, the
contract administrator and City's representative shall be the Assistant City Manager, or
such other person as designated in writing by the City ("City Representative"). It shall be
Contractor’s responsibility to assure that the City Representative is kept informed of the
progress of the performance of the services, and Contractor shall refer any decisions that
must be made by City to the City Representative. Unless otherwise specified herein, any
approval of City required hereunder shall mean the approval of the City Representative.
5.2 Contractor Representative. For the purposes of this Agreement,
Executive Director is hereby designated as the principal and representative of Contractor
authorized to act in its behalf with respect to the services specified herein and make all
decisions in connection therewith ("Contractor’s Representative"). It is expressly
understood that the experience, knowledge, capability and reputation of the Contractor's
Representative were a substantial inducement for City to enter into this Agreement.
Therefore, the Contractor's Representative shall be responsible during the term of this
Agreement for directing all activities of Contractor and devoting sufficient time to
personally supervise the services hereunder. Contractor may not change the Responsible
Principal without the prior written approval of City.
6. Contractor's Personnel.
6.1 All Services shall be performed by Contractor or under
Contractor's direct supervision, and all personnel shall possess the qualifications,
permits, and licenses required by State and local law to perform such Services, including,
without limitation, a City business license as required by the City's Municipal Code.
6.2 Contractor shall be solely responsible for the satisfactory work
performance of all personnel engaged in performing the Services and compliance with
the standard of care set forth in Section 1.4.
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6.3 Contractor shall be responsible for payment of all employees' and
subcontractors' wages and benefits, and shall comply with all requirements pertaining to
employer's liability, workers' compensation, unemployment insurance, and Social
Security. By its execution of this Agreement, Contractor certifies that it is aware of the
provisions of Section 3700 of the California Labor Code that require every employer to
be insured against liability for Worker's Compensation or to undertake self-insurance in
accordance with the provisions of that Code, and agrees to comply with such provisions
before commencing the performance of the Services.
6.4 Contractor shall indemnify, defend and hold harmless City and its
elected officials, officers and employees, servants, designated volunteers, and agents
serving as independent contractors in the role of City officials, from any and all liability,
damages, claims, costs and expenses of any nature to the extent arising from Contractor's
violations of personnel practices and/or any violation of the California Labor Code. City
shall have the right to offset against the amount of any fees due to Contractor under this
Agreement any amount due to City from Contractor as a result of Contractor's failure to
promptly pay to City any reimbursement or indemnification arising under this Section 6.
7. Ownership of Work Product.
7.1 Ownership. All documents, ideas, concepts, electronic files,
drawings, photographs and any and all other writings, including drafts thereof, prepared,
created or provided by Contractor in the course of performing the Services, including any
and all intellectual and proprietary rights arising from the creation of the same
(collectively, "Work Product"), are considered to be "works made for hire" for the
benefit of the City. Upon payment being made, and provided Contractor is not in breach
of this Agreement, all Work Product shall be and remain the property of City without
restriction or limitation upon its use or dissemination by City. Basic survey notes,
sketches, charts, computations and similar data prepared or obtained by Contractor under
this Agreement shall, upon request, be made available to City. None of the Work Product
shall be the subject of any common law or statutory copyright or copyright application by
Contractor. In the event of the return of any of the Work Product to Contractor or its
representative, Contractor shall be responsible for its safe return to City. Under no
circumstances shall Contractor fail to deliver any draft or final designs, plans, drawings,
reports or specifications to City upon written demand by City for their delivery,
notwithstanding any disputes between Contractor and City concerning payment,
performance of the contract, or otherwise. This covenant shall survive the termination of
this Agreement. City's reuse of the Work Product for any purpose other than the Project,
shall be at City's sole risk.
7.2. Assignment of Intellectual Property Interests: Upon execution of
this Agreement and to the extent not otherwise conveyed to City by Section 7.1, above,
the Contractor shall be deemed to grant and assign to City, and shall require all of its
subcontractors to assign to City, all ownership rights, and all common law and statutory
copyrights, trademarks, and other intellectual and proprietary property rights relating to
the Work Product and the Project itself, and Contractor shall disclaim and retain no rights
whatsoever as to any of the Work Product, to the maximum extent permitted by law.
City shall be entitled to utilize the Work Product for any and all purposes, including but
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not limited to constructing, using, maintaining, altering, adding to, restoring, rebuilding
and publicizing the Project or any aspect of the Project.
7.3 Title to Intellectual Property. Contractor warrants and represents
that it has secured all necessary licenses, consents or approvals to use any
instrumentality, thing or component as to which any intellectual property right exists,
including computer software, used in the rendering of the Services and the production of
the Work Product and/or materials produced under this Agreement, and that City has full
legal title to and the right to reproduce any of the Work Product. Contractor shall defend,
indemnify and hold City, and its elected officials, officers, employees, servants,
attorneys, designated volunteers, and agents serving as independent contractors in the
role of City officials, harmless from any loss, claim or liability in any way related to a
claim that City's use is violating federal, state or local laws, or any contractual
provisions, relating to trade names, licenses, franchises, patents or other means of
protecting intellectual property rights and/or interests in products or inventions.
Contractor shall bear all costs arising from the use of patented, copyrighted, trade secret
or trademarked documents, materials, software, equipment, devices or processes used or
incorporated in the Services and materials produced under this Agreement. In the event
City's use of any of the Work Product is held to constitute an infringement and any use
thereof is enjoined, Contractor, at its expense, shall: (a) secure for City the right to
continue using the Work Product by suspension of any injunction or by procuring a
license or licenses for City; or (b) modify the Work Product so that it becomes non-
infringing. This covenant shall survive the termination of this Agreement.
8. Status as Independent Contractor. Contractor is, and shall at all times
remain as to City, a wholly independent contractor. Contractor shall have no power to
incur any debt, obligation, or liability on behalf of City or otherwise act as an agent of
City. Neither City nor any of its agents shall have control over the conduct of Contractor
or any of Contractor 's employees, except as set forth in this Agreement. Contractor shall
not, at any time, or in any manner, represent that it or any of its officers, agents or
employees are in any manner employees of City. Contractor shall pay all required taxes
on amounts paid to Contractor under this Agreement, and to defend, indemnify and hold
City harmless from any and all taxes, assessments, penalties, and interest asserted against
City by reason of the independent contractor relationship created by this Agreement.
Contractor shall fully comply with the workers' compensation law regarding Contractor
and Contractor's employees.
9. Confidentiality. Contractor may have access to financial, accounting,
statistical, and personnel data of individuals and City employees. Contractor covenants
that all data, documents, discussion, or other information developed or received by
Contractor or provided for performance of this Agreement are confidential and shall not
be disclosed by Contractor without prior written authorization by City. City shall grant
such authorization if applicable law requires disclosure. All City data shall be returned to
City upon the termination of this Agreement. Contractor's covenant under this Section
shall survive the termination of this Agreement. This provision shall not apply to
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information in whatever form that is in the public domain, nor shall it restrict the
Contractor from giving notices required by law or complying with an order to provide
information or data when such an order is issued by a court, administrative agency or
other legitimate authority, or if disclosure is otherwise permitted by law and reasonably
necessary for the Contractor to defend itself from any legal action or claim.
10. Conflict of Interest.
10.1 Contractor covenants that it presently has no interest and shall not
acquire any interest, direct or indirect, which may be affected by the Services, or which
would conflict in any manner with the performance of the Services. Contractor further
covenants that, in performance of this Agreement, no person having any such interest
shall be employed by it. Furthermore, Contractor shall avoid the appearance of having
any interest, which would conflict in any manner with the performance of the Services.
Contractor shall not accept any employment or representation during the term of this
Agreement which is or may likely make Contractor "financially interested" (as provided
in California Government Code §§1090 and 87100) in any decision made by City on any
matter in connection with which Contractor has been retained.
10.2 Contractor further represents that it has not employed or retained
any person or entity, other than a bona fide employee working exclusively for Contractor,
to solicit or obtain this Agreement. Contractor has not paid or agreed to pay any person
or entity, other than a bona fide employee working exclusively for Contractor, any fee,
commission, gift, percentage, or any other consideration contingent upon the execution of
this Agreement. Upon any breach or violation of this warranty, City shall have the right,
at its sole and absolute discretion, to terminate this Agreement without further liability, or
to deduct from any sums payable to Contractor hereunder the full amount or value of any
such fee, commission, percentage or gift.
10.3 Contractor has no knowledge that any officer or employee of City
has any interest, whether contractual, noncontractual, financial, proprietary, or otherwise,
in this transaction or in the business of Contractor, and that if any such interest comes to
the knowledge of Contractor at any time during the term of this Agreement, Contractor
shall immediately make a complete, written disclosure of such interest to City, even if
such interest would not be deemed a prohibited "conflict of interest" under applicable
laws as described in subsection 10.1.
11. Indemnification.
11.1 Professional Services. In the connection with its professional
services, the Contractor shall defend, indemnify, and hold the City, and its elected
officials, officers, employees, servants, volunteers, and agents serving as independent
contractors in the role of City officials, (collectively, "Indemnitees"), free and harmless
with respect to any and all damages, liabilities, losses, reasonable defense costs or
expenses (collectively, "Claims"), including but not limited to liability for death or injury
to any person and injury to any property, to the extent the same arise out of, pertain to, or
relate to the negligence, recklessness, or willful misconduct of the Contractor or any of
its officers, employees, subcontractors, consultants, or agents in the performance of its
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professional services under this Agreement. Contractor shall pay all reasonable defense
costs and expenses, including actual attorney's fees and experts' costs incurred in
connection with such defense.
11.2 Other Indemnities. In connection with all Claims not covered by
Section 11.1, and to the maximum extent permitted by law, the Contractor shall defend,
hold harmless and indemnify the Indemnitees with respect to any and all Claims
including but not limited to Claims relating to death or injury to any person and injury to
any property, which arise out of, pertain to, or relate to the acts, omissions, activities or
operations of Contractor or any of its officers, employees, subcontractors, subconsultants,
or agents in the performance of this Agreement. Contractor shall defend Indemnitees in
any action or actions filed in connection with any such Claims with counsel of City's
choice, and shall pay all costs and expenses, including actual attorney's fees and experts'
costs incurred in connection with such defense. The indemnification obligation herein
shall not in any way be limited by the insurance obligations contained in this Agreement
provided, however, that the Contractor shall have no obligation to indemnify for Claims
arising out of the sole negligence or willful misconduct of any of the Indemnitees.
11.3 Nonwaiver of Rights. Indemnitees do not, and shall not, waive any
rights that they may possess against Contractor because of the acceptance by City, or the
deposit with City, of any insurance policy or certificate required pursuant to this
Agreement.
11.4 Waiver of Right of Subrogation. Except as otherwise expressly
provided in this Agreement, Contractor, on behalf of itself and all parties claiming under
or through it, hereby waives all rights of subrogation against the Indemnitees, while
acting within the scope of their duties, from all claims, losses and liabilities arising out of
or incident to activities or operations performed by or on behalf of the Contractor.
11.5 Survival. The provisions of this Section 11 shall survive the
termination of the Agreement and are in addition to any other rights or remedies which
Indemnitees may have under the law. Payment is not required as a condition precedent to
an Indemnitee's right to recover under this indemnity provision, and an entry of judgment
against Contractor shall be conclusive in favor of the Indemnitee's right to recover under
this indemnity provision.
12. Insurance.
12.1 Liability Insurance. Contractor shall procure and maintain in full
force and effect for the duration of this Agreement, insurance against claims for injuries
to persons or damages to property which may arise from or in connection with the
performance of the services hereunder by Contractor, and/or its agents, representatives,
employees and subcontractors.
12.2 Minimum Scope of Insurance. Unless otherwise approved by City,
coverage shall be at least as broad as:
(1) Insurance Services Office Commercial General Liability
coverage (occurrence form CG 0001).
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(2) Insurance Services Office form number CA 0001 (Ed.
1/87) covering Automobile Liability, code 1 (any auto).
(3) Worker's Compensation insurance as required by the State
of California, and Employer's Liability Insurance.
(4) Professional Liability insurance in a form approved by the
City, having, at City's option, an extended reporting period
of not less than three (3) years; or professional liability
insurance shall be maintained for a period of three (3) years
after completion of the Services which shall, during the
entire three (3) year period, provide protection against
claims of professional negligence arising out of
Contractor's performance of the Services and otherwise
complying with all applicable provisions of this Section 12.
The policy shall be endorsed to include contractual liability
to the extent insurable.
12.3 Minimum Limits of Insurance. Contractor shall maintain limits no
less than:
(1) Commercial General Liability: $2,000,000 per occurrence
for bodily injury, personal injury and property damage.
Commercial General Liability Insurance with a general
aggregate limit shall apply separately to this Agreement or
the general limit shall be twice the required occurrence
limit.
(2) Automobile Liability: $2,000,000 per accident for bodily
injury and property damage.
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(3) Employer's Liability: $1,000,000 per accident and in the
aggregate for bodily injury or disease and Workers'
Compensation Insurance in the amount required by law.
(4) Professional Liability: $1,000,000 per claim/aggregate.
(5) The Insurance obligations under this agreement shall be the
greater of (i) the Insurance coverages and limits carried by
the Contractor; or (ii) the minimum insurance requirements
shown in this Agreement. Any insurance proceeds in
excess of the specified limits and coverage required which
are applicable to a given loss, shall be available to the City.
No representation is made that the minimum insurance
requirements of this Agreement are sufficient to cover the
obligations of the Contractor under this Agreement.
12.4 Deductibles and Self-Insured Retentions. Any deductibles or self-
insured retentions must be declared to and approved by the City and shall
not reduce the limits of coverage. City reserves the right to obtain a full
certified copy of any required insurance policy and endorsements.
12.5 Other Insurance Provisions.
(1) The commercial general liability and automobile liability
policies are to contain the following provisions on a
separate additionally insured endorsement naming the City,
its officers, officials, employees, designated volunteers and
agents serving as independent contractors in the role of
City officials as additional insureds as respects: liability
arising out of activities performed by or on behalf of
Contractor; products and completed operations of
Contractor; premises owned, occupied or used by
Contractor; and/or automobiles owned, leased, hired or
borrowed by Contractor. The coverage shall contain no
limitations on the scope of protection afforded to City, its
officers, officials, employees, designated volunteers or
agents serving as independent contractors in the role of
City officials which are not also limitations applicable to
the named insured.
(2) For any claims related to this Agreement, Contractor's
insurance coverage shall be primary insurance as respects
City, its officers, officials, employees, designated
volunteers and agents serving as independent contractors in
the role of City or officials. Any insurance or self-
insurance maintained by City, its officers, officials,
employees, designated volunteers or agents serving as
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independent contractors in the role of City officials shall be
excess of Contractor's insurance and shall not contribute
with it.
(3) Contractor's insurance shall apply separately to each
insured against whom claim is made or suit is brought,
except with respect to the limits of the insurer's liability.
(4) Contractor shall provide immediate written notice if (1) any
of the required insurance policies is terminated; (2) the
limits of any of the required polices are reduced; (3) or the
deductible or self insured retention is increased. In the
event of any cancellation or reduction in coverage or limits
of any insurance, Contractor shall forthwith obtain and
submit proof of substitute insurance. Should Contractor
fail to immediately procure other insurance, as specified, to
substitute for any canceled policy, the City may procure
such insurance at Contractor's sole cost and expense.
(5) Each insurance policy, required by this clause shall
expressly waive the insurer's right of subrogation against
City and its elected officials, officers, employees, servants,
attorneys, designated volunteers, and agents serving as
independent contractors in the role of City officials.
(6) Each policy shall be issued by an insurance company
approved in writing by City, which is admitted and licensed
to do business in the State of California and which is rated
A:VII or better according to the most recent A.M. Best Co.
Rating Guide.
(7) Each policy shall specify that any failure to comply with
reporting or other provisions of the required policy, including
breaches of warranty, shall not affect the coverage required
to be provided.
(8) Each policy shall specify that any and all costs of adjusting
and/or defending any claim against any insured, including
court costs and attorneys' fees, shall be paid in addition to
and shall not deplete any policy limits.
(9) Contractor shall provide any and all other required insurance,
endorsements, or exclusions as required by the City in any
request for proposals applicable to this Agreement.
12.6 Evidence of coverage. Prior to commencing performance under this
Agreement, the Contractor shall furnish the City with certificates and original
endorsements, or copies of each required policy, effecting and evidencing the insurance
coverage required by this Agreement including (1) Additional Insured Endorsement(s),
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(2) Worker's Compensation waiver of subrogation endorsement, and (3) General liability
declarations or endorsement page listing all policy endorsements. The endorsements
shall be signed by a person authorized by the insurer(s) to bind coverage on its behalf.
All endorsements or policies shall be received and approved by the City before
Contractor commences performance. If performance of this Agreement shall extend
beyond one year, Contractor shall provide City with the required policies or
endorsements evidencing renewal of the required policies of insurance prior to the
expiration of any required policies of insurance.
12.7 Contractor agrees to include in all contracts with all subcontractors
performing work pursuant to this Agreement, the same requirements and provisions of
this Agreement including the indemnity and insurance requirements to the extent they
apply to the scope of any such subcontractor's work. Contractor shall require its
subcontractors to be bound to Contractor and City in the same manner and to the same
extent as Contractor is bound to City pursuant to this Agreement, and to require each of
its subcontractors to include these same provisions in its contract with any sub-
subcontractor.
13. Cooperation. In the event any claim or action is brought against City
relating to Contractor 's performance or services rendered under this Agreement,
Contractor shall render any reasonable assistance and cooperation that City might
require. City shall compensate Contractor for any litigation support services in an
amount to be agreed upon by the parties.
14. Termination. City shall have the right to terminate this Agreement at any
time for any or no reason on not less than ten (10) days prior written notice to
Contractor. In the event City exercises its right to terminate this Agreement, City shall
pay Contractor for any services satisfactorily rendered prior to the effective date of the
termination, provided Contractor is not then in breach of this Agreement. Contractor
shall have no other claim against City by reason of such termination, including any claim
for compensation. City may terminate for cause following a default remaining uncured
more than five (5) business days after service of a notice to cure on the breaching party.
Contractor may terminate this Agreement for cause upon giving the City ten (10)
business days prior written notice for any of the following: (1) uncured breach by the
City of any material term of this Agreement, including but not limited to Payment
Terms; (2) material changes in the conditions under which this Agreement was entered
into, coupled with the failure of the parties to reach accord on the fees and charges for
any Additional Services required because of such changes.
15. Notices. Any notices, bills, invoices, or reports authorized or required by
this Agreement shall be in writing and shall be deemed received on (a) the day of
delivery if delivered by hand or overnight courier service during Contractor's and City's
regular business hours; or (b) on the third business day following deposit in the United
States mail, postage prepaid, to the addresses set forth in this Section, or to such other
addresses as the parties may, from time to time, designate in writing pursuant to the
provisions of this Section.
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All notices shall be addressed as follows:
If to City: Elisa Cox, Assistant City Manager
City of Rancho Cucamonga
10500 Civic Center Drive
Rancho Cucamonga, CA 9 1730
If to Contractor: Heather Rawlings-Polk, Executive Director
Rancho Cucamonga Chamber of Commerce 9500
Cleveland Ave, Suite 110
Rancho Cucamonga, CA 91730
16. Non-Discrimination and Equal Employment Opportunity. In the
performance of this Agreement, Contractor shall not discriminate against any employee,
subcontractor, or applicant for employment because of race, color, creed, religion, sex,
marital status, national origin, ancestry, age, physical or mental handicap, medical
condition, or sexual orientation. Contractor will take affirmative action to ensure that
subcontractors and applicants are employed, and that employees are treated during
employment, without regard to their race, color, creed, religion, sex, marital status,
national origin, ancestry, age, physical or mental handicap, medical condition, or sexual
orientation.
17. Assignment and Subcontracting. Contractor shall not assign or transfer
any interest in this Agreement or subcontract the performance of any of Contractor's
obligations hereunder without City's prior written consent. Except as provided herein,
any attempt by Contractor to so assign, transfer, or subcontract any rights, duties, or
obligations arising hereunder shall be null, void and of no effect.
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18. Compliance with Laws. Contractor shall comply with all applicable
federal, state and local laws, ordinances, codes and regulations in force at the time
Contractor performs the Services. CONTRACTOR is aware of the requirements of
California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code
of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), which require
the payment of prevailing wage rates and the performance of other requirements on
"public works" and "maintenance" projects. If the Services are being performed as part
of an applicable "public works" or "maintenance" project, as defined by the Prevailing
Wage Laws, and if the total compensation is $1,000 or more, CONTRACTOR agrees to
fully comply with such Prevailing Wage Laws. The applicable prevailing wage rate
determinations can be found at http://www.dir.ca.gov/dlsr/DPreWageDetermination.htm
CONTRACTOR shall make copies of the prevailing rates of per diem wages for each
craft, classification or type of worker needed to execute the Services available to
interested parties upon request, and shall post copies at the Contractor 's principal place of
business and at the Project site. CONTRACTOR shall defend, indemnify and hold the
City, its elected officials, officers, employees and agents free and harmless from any
claim or liability arising out of any failure or alleged failure to comply with the
Prevailing Wage Laws.
19. Non-Waiver of Terms, Rights and Remedies. Waiver by either party of
any one or more of the conditions of performance under this Agreement shall not be a
waiver of any other condition of performance under this Agreement. In no event shall the
making by City of any payment to Contractor constitute or be construed as a waiver by
City of any breach of covenant, or any default which may then exist on the part of
Contractor, and the making of any such payment by City shall in no way impair or
prejudice any right or remedy available to City with regard to such breach or default.
20. Attorney's Fees. In the event that either party to this Agreement shall
commence any legal action or proceeding to enforce or interpret the provisions of this
Agreement, the prevailing party in such action or proceeding shall be entitled to recover
its costs of suit, including reasonable attorney's fees and costs of experts.
21. Exhibits; Precedence. All documents referenced as exhibits in this
Agreement are hereby incorporated in this Agreement. In the event of any material
discrepancy between the express provisions of this Agreement and the provisions of any
document incorporated herein by reference, the provisions of this Agreement shall
prevail.
22. Applicable Law and Venue. The validity, interpretation, and
performance of this Agreement shall be controlled by and construed under the laws of the
State of California. Venue for any action relating to this Agreement shall be in the San
Bernardino County Superior Court.
23. Construction. In the event of any asserted ambiguity in, or dispute
regarding the interpretation of any matter herein, the interpretation of this Agreement
shall not be resolved by any rules of interpretation providing for interpretation against the
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party who causes the uncertainty to exist or against the party who drafted the Agreement
or who drafted that portion of the Agreement.
24. Entire Agreement. This Agreement consists of this document, and any
other documents, attachments and/or exhibits referenced herein and attached hereto, each
of which is incorporated herein by such reference, and the same represents the entire and
integrated agreement between Contractor and City. This Agreement supersedes all prior
oral or written negotiations, representations or agreements. This Agreement may not be
amended, nor any provision or breach hereof waived, except in a writing signed by the
parties which expressly refers to this Agreement.
IN WITNESS WHEREOF, the parties, through their respective authorized
representatives, have executed this Agreement as of the date first written above.
Contractor Name: Rancho Cucamonga City of Rancho Cucamonga
Chamber of Commerce
By:
By: Name Date
Name Date
Title
Title
City of Rancho Cucamonga
By: By:
Name Date Name Date
Title
(two signatures required if corporation)
Title
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EXHIBIT “A”
SCOPE OF SERVICES
ATTACHED
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GENERAL ECONOMIC DEVELOPMENT SERVICES
1. The Chamber will provide the following services to the City in furtherance of the overall intent of
this Agreement:
1. Provide a Business Resource Team to support the City when called upon to meet with
prospective companies and answer questions about business opportunities in Rancho
Cucamonga from a business standpoint;
2. Provide the City with information on contacts made with the Chamber by prospective
businesses interested in Rancho Cucamonga;
3. Provide relocation information to prospective businesses interested in locating their
business in Rancho Cucamonga;
4. Work cooperatively with the City on marketing the region;
5. Provide City with reproducible copies of Chamber's marketing and promotional materials;
6. The City may submit articles to the Chamber for incorporation into appropriate printed,
electronic, or online materials or other information prepared by the Chamber. The
Chamber shall retain the authority to edit, condense or defer such materials as it deems
necessary to insure the appropriateness of the material for a Chamber publication; and
7. Provide meeting and workspace for the City's Inland Empire Small Business Development
Center’s Representative, to include use of Chamber's support equipment and assistance
as may be necessary to facilitate operations i.e., telephone, fax, copy machine, desk,
chairs, etc.). Space provided will allow for a confidential environment for meetings and
phone conversations.
2. Membership within the Chamber
The City will be recognized as a President's Circle Member of the Chamber. In addition, the City
Council and the City Manager are recognized as Members of the Chamber. The City shall designate
one of its Chamber Members as its representative in terms of exercising all privileges outlined in
the Chamber Bylaws as a Chamber Member. Additionally, Department Heads or other key City
staff member who frequently interact with the Chamber will be recognized as representatives of
the city.
3. Site Visits, Phone Calls, Texts and Printed Resource Materials
Chamber Board Members, Ambassadors and Staff will walk and visit service providers,
manufacturers, and other businesses located in various shopping or business centers. Business
resource information will be provided to the businesses including resources and information from
the Rancho Cucamonga Chamber of Commerce, City of Rancho Cucamonga, City Departments
and Resource Partners.
• Partnering with the city’s Economic Development Division, our membership and staff
will conduct at least 20 visits per month.
• Monthly reports will be created for and presented at quarterly meetings on
businesses visited and where we distribute printed and/or digital materials.
EVENTS AND PROGRAMS
1. Annual ShopRC Awards and Installation Dinner
The Rancho Cucamonga Chamber of Commerce will extend the City of Rancho Cucamonga one of
the Title Sponsor levels to the Rancho Cucamonga Chamber of Commerce Installation Gala. The
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City of Rancho Cucamonga will receive a table to provide seats for the Mayor, City Council and
special guests. This event recognizes outstanding ShopRC businesses in different categories and
provides the opportunity to introduce the new Chamber Board of Directors, and any other special
recognitions to the business community.
2. Annual Vintners Celebration
The Rancho Cucamonga Chamber of Commerce will host the annual Vintners Celebration Gala
recognizing the City of Rancho Cucamonga as a major partner/ sponsor. One table Seating tables
will be provided to seat the Mayor, City Council and guests of the City of Rancho Cucamonga. The
City of Rancho Cucamonga will receive all the benefits and incentives of this event.
3. Business Connection Network Meetings
The Business Connection Network (BCN) provides members an opportunity to network and
promote business opportunities. The Rancho Cucamonga Chamber of Commerce regularly offers
the City of Rancho Cucamonga an opportunity share a City Minute as a way to promote the City
of Rancho Cucamonga’s services to the community and to stay connected with local influential
business. The City will receive one seat for each of the BCN events (Breakfast, Lunch and Mixers).
If more seats are needed, up to two tickets will be available for each event.
4. Monthly Innovation Forums
This industry-specific forum fosters collaboration among business owners, addressing trends, pain
points, and facilitating referrals. These business roundtable events will help connect business
owners in the same industry to one another.
5. Rancho Cucamonga State of the City
An annual event in partnership with the City of Rancho Cucamonga by agreement. Business
leaders and the local community will be invited to attend and will have an opportunity to network
and connect with others in a social environment.
a. The Chamber will assist with the marketing of the event in the weekly e-Newsletter, on
the Chamber website, and signage at Chamber events.
b. The Chamber will provide five (5) volunteers to assist with the set-up, registration and
clean-up of the event.
c. The Chamber will receive $10 per ticket when the code “CHAMBER” is used.
6. Educational Opportunities
Growing partnership with the Inland Empire Small Business Development Center (IESBDC) and the
City of Rancho Cucamonga for focused business educational workshops on entrepreneurship,
leadership, and other topics of interest to the business community. The Chamber commits to
promoting events and facilitating guest lists and registration each month.
7. Public Safety Recognition
In partnership with the City of Rancho Cucamonga, the Chamber will honor and present awards
to the Public Safety Departments of Rancho Cucamonga for their service to the community. The
City will receive one (1) table.
8. Business Activities in Partnership with the City
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The Chamber will host and coordinate business activities with the City of Rancho Cucamonga
including Grand Opening/ Ribbon Cutting Ceremonies, Business Mixers, New Member Receptions
and Chamber Board Meetings.
9. Golf Tournament (Spring Swing)
The Rancho Cucamonga Chamber of Commerce will design, promote and host the annual Spring
Swing recognizing the City of Rancho Cucamonga as a Platinum Sponsor with all benefits afforded
as per the sponsorship tier.
10. ShopRC
ShopRC is a collaboration with the Rancho Cucamonga Chamber of Commerce, the City of Rancho
Cucamonga, businesses, and the residents working together to keep our businesses thriving and
our money in Rancho Cucamonga. This is FREE for all who participate, and will provide businesses
with increased exposure, fostering community engagement and support.
• Partnership with the City of Rancho Cucamonga: ShopRC information is hand
delivered and distributed to households each month. ShopRC information will also be
included on the City’s Economic Development webpage, Chamber weekly Newsleter
and highlighted on the Chamber’s social media platforms.
• Business and Community Mixer: Featuring ShopRC benefits for businesses and the
community. The community will be invited to attend the mixer to find out more about
ShopRC and pick up information about how to be involved. Promotional materials will
be handed out and resource partners (ie. SBA, SBDC, City and County Economic
Development) may have tables at the event.
• Social Media Integration: Campaigns on Instagram, Facebook, and LinkedIn, and
collaboration with local influencers. Social media posts will tag the city and other
sponsors for easy sharing and reposting.
• Event Participation - Pop Ups, Non-profit Events, and Farmers Markets: ShopRC
events in collaboration with non-profits, city and other local Farmers Markets.
• ShopRC Business Spotlight: Weekly features on the Chamber website, social media,
and newsletters highlighting a specific ShopRC Participating Business.
• Community Engagement: Encourage customer reviews, utilize interactive map, and
share #ShopRC posts on Chamber social sites like Yelp, Google and Facebook.
• ShopRC Website Directory: All Rancho Cucamonga businesses can be added to the
Chamber Business Directory by filling out an interest form. Chamber Members are
automatically added as Chamber Member/ShopRC Members with a designated
ribbon.
• ShopRC Awards: Annual Event: Recognize outstanding ShopRC businesses in different
categories through an annual awards event.
• Shop RC participant swag, stickers and buttons.
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EXHIBIT B
SCHEDULE OF PERFORMANCE
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DATE:July 17, 2024
TO:Mayor and Members of the City Council
FROM:John R. Gillison, City Manager
INITIATED BY:Elisa C. Cox, Assistant City Manager
Erika Lewis-Huntley, Management Analyst
SUBJECT:Consideration to Authorize the City of Rancho Cucamonga to Enter Into
a Settlement Agreement with Kroger Co. for Opioid-Related Claims and
Directing the City Manager to Execute Documents Necessary to
Effectuate the City's Participation in the Settlement. (CITY)
RECOMMENDATION:
Staff recommends the City Council authorize the City Manager to execute, on behalf of the City
of Rancho Cucamonga, the (1) Participation Form and (2) State Subdivision Agreement through
DocuSign in connection with the nationwide settlement with Kroger Co. involving its participation
in the opioid epidemic; and ratify the City Manager’s actions if the City Manager has already
executed either or both such agreements.
BACKGROUND:
In 2021, nationwide settlements (“2021 National Settlements”) were reached to resolve all opioids
litigation brought by states and local political subdivisions against the three largest pharmaceutical
distributors - McKesson, Cardinal Health, and AmerisourceBergen (collectively, the “Distributors”)
- and against manufacturer Janssen Pharmaceuticals, Inc. and its parent company Johnson &
Johnson (collectively, “J&J”). In all, the Distributors will pay up to $21 billion over 18 years, and
J&J will pay up to an additional $5 billion over 9 years. The City Council approved the Distributors
and J&J Settlements by Resolution 2021-135 adopted on December 15, 2021, and elected direct
payment of approximately $1.3 million in settlement funds over the term of the settlements for the
specified uses related to opioid response, treatment, and prevention. The City has received
abatement proceeds for the 2021 National Settlements in the amount of $241,731.34 to date, and
will continue to receive annual payments through the term of the settlements.
In late 2022, additional agreements (“2022 National Settlements”) were announced with three
pharmacy chains—CVS, Walgreens, and Walmart—and two additional manufacturers—Allergan
and Teva. In all, Teva will pay up to $3.34 billion over 13 years, Allergan will pay up to $2.02
billion over 7 years, CVS will pay up to $4.9 billion over 10 years, Walgreens will pay up to $5.52
billion over 15 years, and Walmart will pay up to $2.74 billion within 6 years. The City Council
approved the 2022 National Settlements by Resolution 2023-035 adopted on April 5, 2023, and
elected direct payment of approximately $1.05 million in settlement funds over the term of the
settlements for specified opioid-related uses. The City has not received any payments for the
2022 National Settlements to date.
In March 2024, a new proposed national opioids settlement (“New National Opioids Settlement”)
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was reached with supermarket chain pharmacy Kroger Co. The proposed settlement is expected
to provide substantial funds for the abatement of the opioid epidemic, and will require changes to
the way that the pharmacy conducts its business. This settlement will build on the existing
framework that states and subdivisions have created through the other opioid settlements.
ANALYSIS:
As with the previous settlements, states and local governments that want to participate in the New
National Opioids Settlement are required to affirmatively opt-in to the settlement. The greater the
level of subdivision participation, the more funds will ultimately be paid out for abatement.
Assuming maximum participation, the New National Opioids Settlement requires Kroger Co. to
pay approximately $1.2 billion over 11 years to participating states and subdivisions, with roughly
$122 million allocated to California and its participating subdivisions. Based on the allocation
formula for cities, it is anticipated that the City of Rancho Cucamonga will receive an estimated
$100,000 over the term of the settlement. Participating states and subdivisions will receive
abatement proceeds through annual payments continuing over a period of eleven years.
In addition to the financial terms of the settlement, injunctive relief is included governing opioid
dispensing practices and requires Kroger Co. to implement safeguards to prevent diversion of
prescription opioids. Specifically, Kroger is required to implement additional programs to prohibit
filling fraudulent prescriptions, flagging suspicious prescriptions, and reporting patient,
prescription, and prescriber red flags. Additionally, Kroger is prohibited from using compensation
structures incentivizing the sale of controlled substances.
California Allocation Terms
Similar to the other National Settlements, the State of California will allocate the Kroger Co.
abatement proceeds among three funds: 1) State Fund 15%; 2) CA Subdivision Fund 15%; and
3) CA Abatement Accounts Fund 70%. Participating cities and counties will receive 85% of the
total allocated to the State per the breakdown. The National Settlements allow for a broad range
of approved uses by state and local governments for future opioid remediation activities focused
on prevention, intervention, harm reduction, treatment, and recovery services. A list of approved
uses is found at Exhibit E of the Settlement Agreement (Attachment 2). California State officials,
in partnership with counsel representing cities and counties, further agreed on a list of opioid
remediation activities to prioritize within the State of California. These priorities are referred to as
High Abatement Activities (HIAA). No less than 50% of the funds received by a Participating
Subdivision from the Abatement Accounts Fund in each calendar year must be used for one or
more of the following HIAA listed below:
•Provision of matching funds or operating costs for substance use disorder facilities
within the Behavioral Health Continuum Infrastructure Program;
•Creating new or expanded Substance Use Disorder (SUD) treatment infrastructure;
•Addressing the needs of communities of color and vulnerable populations (including
sheltered and unsheltered homeless populations) that are disproportionately impacted
by SUD;
•Diversion of people with SUD from the justice system into treatment, including by
providing training and resources to first and early responders (sworn and non-sworn)
and implementing best practices for outreach, diversion and deflection, employability,
restorative justice, and harm reduction;
•Interventions to prevent drug addiction in vulnerable youth, including but not limited
to, youth in foster care, juvenile justice-impacted youth, youth experiencing
adversities related to socioeconomic status, and unhoused youth; and/or
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•The purchase of naloxone for distribution and efforts to expand access to naloxone for
opioid overdose reversals.
The City has prioritized the settlement funds received to date for Naloxone distribution, a high
abatement activity, to combat opioid overdoses, particularly among vulnerable populations. Staff
have collaborated with the Rancho Cucamonga Fire District, San Bernardino County Sheriff’s
Department, local healthcare providers, and community organizations to ensure Naloxone is
readily available where it's most needed. Additionally, staff will engage the business community
to foster a supportive environment for these initiatives. In tandem with this distribution effort, an
educational campaign has been developed to raise awareness about opioid misuse and the life-
saving potential of Naloxone. This campaign includes training sessions on how to administer
Naloxone, informational workshops on opioid addiction and prevention, and targeted outreach to
at-risk groups. Recognizing the critical importance of educating young people, the Healthy RC
Youth Leaders have partnered with local schools to provide targeted educational programs for
teens, equipping them with knowledge about the dangers of opioids and the resources available
for help. Additionally, our community educational efforts will expand to include multimedia
outreach through social media and community events to disseminate crucial information on opioid
risks and resources for treatment and prevention. The City’s efforts will also extend to supporting
the Community Outreach and Support Team (COAST), using funds to bolster their initiatives with
a behavioral health professional. The COAST Team will play a pivotal role in connecting
individuals with the necessary mental health and substance abuse resources, offering crisis
intervention, and providing ongoing support for recovery.
Cities and counties that wish to become participating subdivisions must sign and submit the
Participation Documents by August 12, 2024. Cities can then request direct payment of their
settlement funds, or let the local allocation be paid to the County. Staff recommends that the City
elect direct payment of the settlement funds, as it did for the previous settlements. Cities that elect
for direct payment must follow the use and reporting requirements of the Settlement Agreements.
Due to the prospect of continued litigation, it is likely that additional opioid related settlements will
arise and prompt City participation.
FISCAL IMPACT:
By this action, the City would receive an estimated $100,000 in settlement funds over the next
11 years for the specified uses related to opioid response, treatment, and prevention.
COUNCIL MISSION / VISION / VALUE(S) ADDRESSED:
This action promotes the Council’s core value of promoting and enhancing a safe and healthy
community for all.
ATTACHMENTS:
Attachment 1 – Exhibit E to the Kroger Settlement Agreement describing the allowable uses for
the Settlement Funds
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EXHIBIT E
List of Opioid Remediation Uses
Schedule A
Core Strategies
States and Qualifying Block Grantees shall choose from among the abatement strategies listed in
Schedule B. However, priority shall be given to the following core abatement strategies (“Core
Strategies”).14
A.NALOXONE OR OTHER FDA-APPROVED DRUG TO
REVERSE OPIOID OVERDOSES
1.Expand training for first responders, schools, community
support groups and families; and
2.Increase distribution to individuals who are uninsured or
whose insurance does not cover the needed service.
B.MEDICATION-ASSISTED TREATMENT (“MAT”)
DISTRIBUTION AND OTHER OPIOID-RELATED
TREATMENT
1.Increase distribution of MAT to individuals who are
uninsured or whose insurance does not cover the needed
service;
2.Provide education to school-based and youth-focused
programs that discourage or prevent misuse;
3.Provide MAT education and awareness training to
healthcare providers, EMTs, law enforcement, and other
first responders; and
4.Provide treatment and recovery support services such as
residential and inpatient treatment, intensive outpatient
treatment, outpatient therapy or counseling, and recovery
housing that allow or integrate medication and with other
support services.
14 As used in this Schedule A, words like “expand,” “fund,” “provide” or the like shall not
indicate a preference for new or existing programs.
ATTACHMENT 1
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C.PREGNANT & POSTPARTUM WOMEN
1.Expand Screening, Brief Intervention, and Referral to
Treatment (“SBIRT”) services to non-Medicaid eligible or
uninsured pregnant women;
2.Expand comprehensive evidence-based treatment and
recovery services, including MAT, for women with co-
occurring Opioid Use Disorder (“OUD”) and other
Substance Use Disorder (“SUD”)/Mental Health disorders
for uninsured individuals for up to 12 months postpartum;
and
3.Provide comprehensive wrap-around services to individuals
with OUD, including housing, transportation, job
placement/training, and childcare.
D.EXPANDING TREATMENT FOR NEONATAL
ABSTINENCE SYNDROME (“NAS”)
1.Expand comprehensive evidence-based and recovery
support for NAS babies;
2.Expand services for better continuum of care with infant-
need dyad; and
3.Expand long-term treatment and services for medical
monitoring of NAS babies and their families.
E.EXPANSION OF WARM HAND-OFF PROGRAMS AND
RECOVERY SERVICES
1.Expand services such as navigators and on-call teams to
begin MAT in hospital emergency departments;
2.Expand warm hand-off services to transition to recovery
services;
3.Broaden scope of recovery services to include co-occurring
SUD or mental health conditions;
4.Provide comprehensive wrap-around services to individuals
in recovery, including housing, transportation, job
placement/training, and childcare; and
5.Hire additional social workers or other behavioral health
workers to facilitate expansions above.
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F.TREATMENT FOR INCARCERATED POPULATION
1.Provide evidence-based treatment and recovery support,
including MAT for persons with OUD and co-occurring
SUD/MH disorders within and transitioning out of the
criminal justice system; and
2.Increase funding for jails to provide treatment to inmates
with OUD.
G.PREVENTION PROGRAMS
1.Funding for media campaigns to prevent opioid use (similar
to the FDA’s “Real Cost” campaign to prevent youth from
misusing tobacco);
2.Funding for evidence-based prevention programs in
schools;
3.Funding for medical provider education and outreach
regarding best prescribing practices for opioids consistent
with the 2016 CDC guidelines, including providers at
hospitals (academic detailing);
4.Funding for community drug disposal programs; and
5.Funding and training for first responders to participate in
pre-arrest diversion programs, post-overdose response
teams, or similar strategies that connect at-risk individuals
to behavioral health services and supports.
H.EXPANDING SYRINGE SERVICE PROGRAMS
1.Provide comprehensive syringe services programs with
more wrap-around services, including linkage to OUD
treatment, access to sterile syringes and linkage to care and
treatment of infectious diseases.
I.EVIDENCE-BASED DATA COLLECTION AND
RESEARCH ANALYZING THE EFFECTIVENESS OF THE
ABATEMENT STRATEGIES WITHIN THE STATE
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Schedule B
Approved Uses
Support treatment of Opioid Use Disorder (OUD) and any co-occurring Substance Use Disorder
or Mental Health (SUD/MH) conditions through evidence-based or evidence-informed programs
or strategies that may include, but are not limited to, the following:
PART ONE: TREATMENT
A.TREAT OPIOID USE DISORDER (OUD)
Support treatment of Opioid Use Disorder (“OUD”) and any co-occurring Substance Use
Disorder or Mental Health (“SUD/MH”) conditions through evidence-based or evidence-
informed programs or strategies that may include, but are not limited to, those that:15
1.Expand availability of treatment for OUD and any co-occurring SUD/MH
conditions, including all forms of Medication-Assisted Treatment (“MAT”)
approved by the U.S. Food and Drug Administration.
2.Support and reimburse evidence-based services that adhere to the American
Society of Addiction Medicine (“ASAM”) continuum of care for OUD and any co-
occurring SUD/MH conditions.
3.Expand telehealth to increase access to treatment for OUD and any co-occurring
SUD/MH conditions, including MAT, as well as counseling, psychiatric support,
and other treatment and recovery support services.
4.Improve oversight of Opioid Treatment Programs (“OTPs”) to assure evidence-
based or evidence-informed practices such as adequate methadone dosing and low
threshold approaches to treatment.
5.Support mobile intervention, treatment, and recovery services, offered by
qualified professionals and service providers, such as peer recovery coaches, for
persons with OUD and any co-occurring SUD/MH conditions and for persons
who have experienced an opioid overdose.
6.Provide treatment of trauma for individuals with OUD (e.g., violence, sexual
assault, human trafficking, or adverse childhood experiences) and family
members (e.g., surviving family members after an overdose or overdose fatality),
and training of health care personnel to identify and address such trauma.
7.Support evidence-based withdrawal management services for people with OUD
and any co-occurring mental health conditions.
15 As used in this Schedule B, words like “expand,” “fund,” “provide” or the like shall not
indicate a preference for new or existing programs.
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8.Provide training on MAT for health care providers, first responders, students, or
other supporting professionals, such as peer recovery coaches or recovery
outreach specialists, including telementoring to assist community-based providers
in rural or underserved areas.
9.Support workforce development for addiction professionals who work with
persons with OUD and any co-occurring SUD/MH conditions.
10.Offer fellowships for addiction medicine specialists for direct patient care,
instructors, and clinical research for treatments.
11.Offer scholarships and supports for behavioral health practitioners or workers
involved in addressing OUD and any co-occurring SUD/MH or mental health
conditions, including, but not limited to, training, scholarships, fellowships, loan
repayment programs, or other incentives for providers to work in rural or
underserved areas.
12.Provide funding and training for clinicians to obtain a waiver under the federal
Drug Addiction Treatment Act of 2000 (“DATA 2000”) to prescribe MAT for
OUD, and provide technical assistance and professional support to clinicians who
have obtained a DATA 2000 waiver.
13.Disseminate of web-based training curricula, such as the American Academy of
Addiction Psychiatry’s Provider Clinical Support Service–Opioids web-based
training curriculum and motivational interviewing.
14.Develop and disseminate new curricula, such as the American Academy of
Addiction Psychiatry’s Provider Clinical Support Service for Medication–
Assisted Treatment.
B.SUPPORT PEOPLE IN TREATMENT AND RECOVERY
Support people in recovery from OUD and any co-occurring SUD/MH conditions
through evidence-based or evidence-informed programs or strategies that may include,
but are not limited to, the programs or strategies that:
1.Provide comprehensive wrap-around services to individuals with OUD and any
co-occurring SUD/MH conditions, including housing, transportation, education,
job placement, job training, or childcare.
2.Provide the full continuum of care of treatment and recovery services for OUD
and any co-occurring SUD/MH conditions, including supportive housing, peer
support services and counseling, community navigators, case management, and
connections to community-based services.
3.Provide counseling, peer-support, recovery case management and residential
treatment with access to medications for those who need it to persons with OUD
and any co-occurring SUD/MH conditions.
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4.Provide access to housing for people with OUD and any co-occurring SUD/MH
conditions, including supportive housing, recovery housing, housing assistance
programs, training for housing providers, or recovery housing programs that allow
or integrate FDA-approved mediation with other support services.
5.Provide community support services, including social and legal services, to assist
in deinstitutionalizing persons with OUD and any co-occurring SUD/MH
conditions.
6.Support or expand peer-recovery centers, which may include support groups,
social events, computer access, or other services for persons with OUD and any
co-occurring SUD/MH conditions.
7.Provide or support transportation to treatment or recovery programs or services
for persons with OUD and any co-occurring SUD/MH conditions.
8.Provide employment training or educational services for persons in treatment for
or recovery from OUD and any co-occurring SUD/MH conditions.
9.Identify successful recovery programs such as physician, pilot, and college
recovery programs, and provide support and technical assistance to increase the
number and capacity of high-quality programs to help those in recovery.
10.Engage non-profits, faith-based communities, and community coalitions to
support people in treatment and recovery and to support family members in their
efforts to support the person with OUD in the family.
11.Provide training and development of procedures for government staff to
appropriately interact and provide social and other services to individuals with or
in recovery from OUD, including reducing stigma.
12.Support stigma reduction efforts regarding treatment and support for persons with
OUD, including reducing the stigma on effective treatment.
13.Create or support culturally appropriate services and programs for persons with
OUD and any co-occurring SUD/MH conditions, including new Americans.
14.Create and/or support recovery high schools.
15.Hire or train behavioral health workers to provide or expand any of the services or
supports listed above.
C.CONNECT PEOPLE WHO NEED HELP TO THE HELP THEY NEED
(CONNECTIONS TO CARE)
Provide connections to care for people who have—or are at risk of developing—OUD
and any co-occurring SUD/MH conditions through evidence-based or evidence-informed
programs or strategies that may include, but are not limited to, those that:
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1.Ensure that health care providers are screening for OUD and other risk factors and
know how to appropriately counsel and treat (or refer if necessary) a patient for
OUD treatment.
2.Fund SBIRT programs to reduce the transition from use to disorders, including
SBIRT services to pregnant women who are uninsured or not eligible for
Medicaid.
3.Provide training and long-term implementation of SBIRT in key systems (health,
schools, colleges, criminal justice, and probation), with a focus on youth and
young adults when transition from misuse to opioid disorder is common.
4.Purchase automated versions of SBIRT and support ongoing costs of the
technology.
5.Expand services such as navigators and on-call teams to begin MAT in hospital
emergency departments.
6.Provide training for emergency room personnel treating opioid overdose patients
on post-discharge planning, including community referrals for MAT, recovery
case management or support services.
7.Support hospital programs that transition persons with OUD and any co-occurring
SUD/MH conditions, or persons who have experienced an opioid overdose, into
clinically appropriate follow-up care through a bridge clinic or similar approach.
8.Support crisis stabilization centers that serve as an alternative to hospital
emergency departments for persons with OUD and any co-occurring SUD/MH
conditions or persons that have experienced an opioid overdose.
9.Support the work of Emergency Medical Systems, including peer support
specialists, to connect individuals to treatment or other appropriate services
following an opioid overdose or other opioid-related adverse event.
10.Provide funding for peer support specialists or recovery coaches in emergency
departments, detox facilities, recovery centers, recovery housing, or similar
settings; offer services, supports, or connections to care to persons with OUD and
any co-occurring SUD/MH conditions or to persons who have experienced an
opioid overdose.
11.Expand warm hand-off services to transition to recovery services.
12.Create or support school-based contacts that parents can engage with to seek
immediate treatment services for their child; and support prevention, intervention,
treatment, and recovery programs focused on young people.
13.Develop and support best practices on addressing OUD in the workplace.
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14.Support assistance programs for health care providers with OUD.
15.Engage non-profits and the faith community as a system to support outreach for
treatment.
16.Support centralized call centers that provide information and connections to
appropriate services and supports for persons with OUD and any co-occurring
SUD/MH conditions.
D.ADDRESS THE NEEDS OF CRIMINAL JUSTICE-INVOLVED PERSONS
Address the needs of persons with OUD and any co-occurring SUD/MH conditions who
are involved in, are at risk of becoming involved in, or are transitioning out of the
criminal justice system through evidence-based or evidence-informed programs or
strategies that may include, but are not limited to, those that:
1.Support pre-arrest or pre-arraignment diversion and deflection strategies for
persons with OUD and any co-occurring SUD/MH conditions, including
established strategies such as:
1.Self-referral strategies such as the Angel Programs or the Police Assisted
Addiction Recovery Initiative (“PAARI”);
2.Active outreach strategies such as the Drug Abuse Response Team
(“DART”) model;
3.“Naloxone Plus” strategies, which work to ensure that individuals who
have received naloxone to reverse the effects of an overdose are then
linked to treatment programs or other appropriate services;
4.Officer prevention strategies, such as the Law Enforcement Assisted
Diversion (“LEAD”) model;
5.Officer intervention strategies such as the Leon County, Florida Adult
Civil Citation Network or the Chicago Westside Narcotics Diversion to
Treatment Initiative; or
6.Co-responder and/or alternative responder models to address OUD-related
911 calls with greater SUD expertise.
2.Support pre-trial services that connect individuals with OUD and any co-
occurring SUD/MH conditions to evidence-informed treatment, including MAT,
and related services.
3.Support treatment and recovery courts that provide evidence-based options for
persons with OUD and any co-occurring SUD/MH conditions.
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4.Provide evidence-informed treatment, including MAT, recovery support, harm
reduction, or other appropriate services to individuals with OUD and any co-
occurring SUD/MH conditions who are incarcerated in jail or prison.
5.Provide evidence-informed treatment, including MAT, recovery support, harm
reduction, or other appropriate services to individuals with OUD and any co-
occurring SUD/MH conditions who are leaving jail or prison or have recently left
jail or prison, are on probation or parole, are under community corrections
supervision, or are in re-entry programs or facilities.
6.Support critical time interventions (“CTI”), particularly for individuals living with
dual-diagnosis OUD/serious mental illness, and services for individuals who face
immediate risks and service needs and risks upon release from correctional
settings.
7.Provide training on best practices for addressing the needs of criminal justice-
involved persons with OUD and any co-occurring SUD/MH conditions to law
enforcement, correctional, or judicial personnel or to providers of treatment,
recovery, harm reduction, case management, or other services offered in
connection with any of the strategies described in this section.
E.ADDRESS THE NEEDS OF PREGNANT OR PARENTING WOMEN AND
THEIR FAMILIES, INCLUDING BABIES WITH NEONATAL ABSTINENCE
SYNDROME
Address the needs of pregnant or parenting women with OUD and any co-occurring
SUD/MH conditions, and the needs of their families, including babies with neonatal
abstinence syndrome (“NAS”), through evidence-based or evidence-informed programs
or strategies that may include, but are not limited to, those that:
1.Support evidence-based or evidence-informed treatment, including MAT,
recovery services and supports, and prevention services for pregnant women—or
women who could become pregnant—who have OUD and any co-occurring
SUD/MH conditions, and other measures to educate and provide support to
families affected by Neonatal Abstinence Syndrome.
2.Expand comprehensive evidence-based treatment and recovery services, including
MAT, for uninsured women with OUD and any co-occurring SUD/MH
conditions for up to 12 months postpartum.
3.Provide training for obstetricians or other healthcare personnel who work with
pregnant women and their families regarding treatment of OUD and any co-
occurring SUD/MH conditions.
4.Expand comprehensive evidence-based treatment and recovery support for NAS
babies; expand services for better continuum of care with infant-need dyad; and
expand long-term treatment and services for medical monitoring of NAS babies
and their families.
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5.Provide training to health care providers who work with pregnant or parenting
women on best practices for compliance with federal requirements that children
born with NAS get referred to appropriate services and receive a plan of safe care.
6.Provide child and family supports for parenting women with OUD and any co-
occurring SUD/MH conditions.
7.Provide enhanced family support and child care services for parents with OUD
and any co-occurring SUD/MH conditions.
8.Provide enhanced support for children and family members suffering trauma as a
result of addiction in the family; and offer trauma-informed behavioral health
treatment for adverse childhood events.
9.Offer home-based wrap-around services to persons with OUD and any co-
occurring SUD/MH conditions, including, but not limited to, parent skills
training.
10.Provide support for Children’s Services—Fund additional positions and services,
including supportive housing and other residential services, relating to children
being removed from the home and/or placed in foster care due to custodial opioid
use.
PART TWO: PREVENTION
F.PREVENT OVER-PRESCRIBING AND ENSURE APPROPRIATE
PRESCRIBING AND DISPENSING OF OPIOIDS
Support efforts to prevent over-prescribing and ensure appropriate prescribing and
dispensing of opioids through evidence-based or evidence-informed programs or
strategies that may include, but are not limited to, the following:
1.Funding medical provider education and outreach regarding best prescribing
practices for opioids consistent with the Guidelines for Prescribing Opioids for
Chronic Pain from the U.S. Centers for Disease Control and Prevention, including
providers at hospitals (academic detailing).
2.Training for health care providers regarding safe and responsible opioid
prescribing, dosing, and tapering patients off opioids.
3.Continuing Medical Education (CME) on appropriate prescribing of opioids.
4.Providing Support for non-opioid pain treatment alternatives, including training
providers to offer or refer to multi-modal, evidence-informed treatment of pain.
5.Supporting enhancements or improvements to Prescription Drug Monitoring
Programs (“PDMPs”), including, but not limited to, improvements that:
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1.Increase the number of prescribers using PDMPs;
2.Improve point-of-care decision-making by increasing the quantity, quality,
or format of data available to prescribers using PDMPs, by improving the
interface that prescribers use to access PDMP data, or both; or
3.Enable states to use PDMP data in support of surveillance or intervention
strategies, including MAT referrals and follow-up for individuals
identified within PDMP data as likely to experience OUD in a manner that
complies with all relevant privacy and security laws and rules.
6.Ensuring PDMPs incorporate available overdose/naloxone deployment data,
including the United States Department of Transportation’s Emergency Medical
Technician overdose database in a manner that complies with all relevant privacy
and security laws and rules.
7.Increasing electronic prescribing to prevent diversion or forgery.
8.Educating dispensers on appropriate opioid dispensing.
G.PREVENT MISUSE OF OPIOIDS
Support efforts to discourage or prevent misuse of opioids through evidence-based or
evidence-informed programs or strategies that may include, but are not limited to, the
following:
1.Funding media campaigns to prevent opioid misuse.
2.Corrective advertising or affirmative public education campaigns based on
evidence.
3.Public education relating to drug disposal.
4.Drug take-back disposal or destruction programs.
5.Funding community anti-drug coalitions that engage in drug prevention efforts.
6.Supporting community coalitions in implementing evidence-informed prevention,
such as reduced social access and physical access, stigma reduction—including
staffing, educational campaigns, support for people in treatment or recovery, or
training of coalitions in evidence-informed implementation, including the
Strategic Prevention Framework developed by the U.S. Substance Abuse and
Mental Health Services Administration (“SAMHSA”).
7.Engaging non-profits and faith-based communities as systems to support
prevention.
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8.Funding evidence-based prevention programs in schools or evidence-informed
school and community education programs and campaigns for students, families,
school employees, school athletic programs, parent-teacher and student
associations, and others.
9.School-based or youth-focused programs or strategies that have demonstrated
effectiveness in preventing drug misuse and seem likely to be effective in
preventing the uptake and use of opioids.
10.Create or support community-based education or intervention services for
families, youth, and adolescents at risk for OUD and any co-occurring SUD/MH
conditions.
11.Support evidence-informed programs or curricula to address mental health needs
of young people who may be at risk of misusing opioids or other drugs, including
emotional modulation and resilience skills.
12.Support greater access to mental health services and supports for young people,
including services and supports provided by school nurses, behavioral health
workers or other school staff, to address mental health needs in young people that
(when not properly addressed) increase the risk of opioid or another drug misuse.
H.PREVENT OVERDOSE DEATHS AND OTHER HARMS (HARM REDUCTION)
Support efforts to prevent or reduce overdose deaths or other opioid-related harms
through evidence-based or evidence-informed programs or strategies that may include,
but are not limited to, the following:
1.Increased availability and distribution of naloxone and other drugs that treat
overdoses for first responders, overdose patients, individuals with OUD and their
friends and family members, schools, community navigators and outreach
workers, persons being released from jail or prison, or other members of the
general public.
2.Public health entities providing free naloxone to anyone in the community.
3.Training and education regarding naloxone and other drugs that treat overdoses
for first responders, overdose patients, patients taking opioids, families, schools,
community support groups, and other members of the general public.
4.Enabling school nurses and other school staff to respond to opioid overdoses, and
provide them with naloxone, training, and support.
5.Expanding, improving, or developing data tracking software and applications for
overdoses/naloxone revivals.
6.Public education relating to emergency responses to overdoses.
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7.Public education relating to immunity and Good Samaritan laws.
8.Educating first responders regarding the existence and operation of immunity and
Good Samaritan laws.
9.Syringe service programs and other evidence-informed programs to reduce harms
associated with intravenous drug use, including supplies, staffing, space, peer
support services, referrals to treatment, fentanyl checking, connections to care,
and the full range of harm reduction and treatment services provided by these
programs.
10.Expanding access to testing and treatment for infectious diseases such as HIV and
Hepatitis C resulting from intravenous opioid use.
11.Supporting mobile units that offer or provide referrals to harm reduction services,
treatment, recovery supports, health care, or other appropriate services to persons
that use opioids or persons with OUD and any co-occurring SUD/MH conditions.
12.Providing training in harm reduction strategies to health care providers, students,
peer recovery coaches, recovery outreach specialists, or other professionals that
provide care to persons who use opioids or persons with OUD and any co-
occurring SUD/MH conditions.
13.Supporting screening for fentanyl in routine clinical toxicology testing.
PART THREE: OTHER STRATEGIES
I.FIRST RESPONDERS
In addition to items in section C, D and H relating to first responders, support the
following:
1.Education of law enforcement or other first responders regarding appropriate
practices and precautions when dealing with fentanyl or other drugs.
2.Provision of wellness and support services for first responders and others who
experience secondary trauma associated with opioid-related emergency events.
J.LEADERSHIP, PLANNING AND COORDINATION
Support efforts to provide leadership, planning, coordination, facilitations, training and
technical assistance to abate the opioid epidemic through activities, programs, or
strategies that may include, but are not limited to, the following:
1.Statewide, regional, local or community regional planning to identify root causes
of addiction and overdose, goals for reducing harms related to the opioid
epidemic, and areas and populations with the greatest needs for treatment
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intervention services, and to support training and technical assistance and other
strategies to abate the opioid epidemic described in this opioid abatement strategy
list.
2.A dashboard to (a) share reports, recommendations, or plans to spend opioid
settlement funds; (b) to show how opioid settlement funds have been spent; (c) to
report program or strategy outcomes; or (d) to track, share or visualize key opioid-
or health-related indicators and supports as identified through collaborative
statewide, regional, local or community processes.
3.Invest in infrastructure or staffing at government or not-for-profit agencies to
support collaborative, cross-system coordination with the purpose of preventing
overprescribing, opioid misuse, or opioid overdoses, treating those with OUD and
any co-occurring SUD/MH conditions, supporting them in treatment or recovery,
connecting them to care, or implementing other strategies to abate the opioid
epidemic described in this opioid abatement strategy list.
4.Provide resources to staff government oversight and management of opioid
abatement programs.
K.TRAINING
In addition to the training referred to throughout this document, support training to abate
the opioid epidemic through activities, programs, or strategies that may include, but are
not limited to, those that:
1.Provide funding for staff training or networking programs and services to improve
the capability of government, community, and not-for-profit entities to abate the
opioid crisis.
2.Support infrastructure and staffing for collaborative cross-system coordination to
prevent opioid misuse, prevent overdoses, and treat those with OUD and any co-
occurring SUD/MH conditions, or implement other strategies to abate the opioid
epidemic described in this opioid abatement strategy list (e.g., health care,
primary care, pharmacies, PDMPs, etc.).
L.RESEARCH
Support opioid abatement research that may include, but is not limited to, the following:
1.Monitoring, surveillance, data collection and evaluation of programs and
strategies described in this opioid abatement strategy list.
2.Research non-opioid treatment of chronic pain.
3.Research on improved service delivery for modalities such as SBIRT that
demonstrate promising but mixed results in populations vulnerable to
opioid use disorders.
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4.Research on novel harm reduction and prevention efforts such as the
provision of fentanyl test strips.
5.Research on innovative supply-side enforcement efforts such as improved
detection of mail-based delivery of synthetic opioids.
6.Expanded research on swift/certain/fair models to reduce and deter opioid
misuse within criminal justice populations that build upon promising
approaches used to address other substances (e.g., Hawaii HOPE and
Dakota 24/7).
7.Epidemiological surveillance of OUD-related behaviors in critical
populations, including individuals entering the criminal justice system,
including, but not limited to approaches modeled on the Arrestee Drug
Abuse Monitoring (“ADAM”) system.
8.Qualitative and quantitative research regarding public health risks and
harm reduction opportunities within illicit drug markets, including surveys
of market participants who sell or distribute illicit opioids.
9.Geospatial analysis of access barriers to MAT and their association with
treatment engagement and treatment outcomes.
Page 262
DATE:July 17, 2024
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
Jasmine Lopez, Assistant Engineer
SUBJECT:Consideration to Order the Annexation to Landscape Maintenance
District No. 1 Related to Case No. PMT2024-00538, Located at
8951 Orange Street. (RESOLUTION NO. 2024-055) (CITY)
RECOMMENDATION:
Staff recommends the City Council adopt the attached resolution ordering the annexation of the
land at 8951 Orange Street into Landscape Maintenance District No. 1.
BACKGROUND:
On February 14, 2024, Case No. PMT2024-00538 (Project) was submitted to the Building and
Safety Services Department for the proposed construction of three (3) additions totaling 810
square feet, for the property located at 8951 Orange Street (Property). On May 21, 2024, the
plans were ultimately finalized and approved for construction of two (2) additions, totaling 745
square feet. As per the City’s Municipal Code it is required that the applicant sign the Consent
and Waiver Form to annex the subject property into the appropriate Landscape and Street Light
Maintenance Districts.
The Project was conditioned for the Property to be annexed into the appropriate
Landscape Maintenance District
ANALYSIS:
The owners, Benjamin and Susan Fudge, have submitted the required Consent and Waiver to
Annexation form to be annexed into Landscape Maintenance District No. 1. A copy of the form is
on file with the City Clerk’s office.
FISCAL IMPACT:
The proposed annexations would supply additional annual revenue into Landscape Maintenance
District in the following amount:
Landscape Maintenance District No. 1: $92.21
Further, the development will install no new street trees that will need to be maintained by the
City.
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COUNCIL MISSION / VISION / VALUE(S) ADDRESSED:
This item addresses the City Council’s vision for the City by ensuring the maintenance of high-
quality public improvements that promote a world class community.
ATTACHMENTS:
Attachment 1 - Vicinity Map
Attachment 2 - Resolution Ordering Annexation LMD No. 1
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ATTACHMENT 1
Case No. PMT2024-00538
Vicinity Map
NOT TO SCALE
8951 Orange Street
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Resolution No. 2024-XXX – Page 1 of 5
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ATTACHMENT 2
RESOLUTION NO. 2024 - XXX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
RANCHO CUCAMONGA, CALIFORNIA, ORDERING THE
ANNEXATION OF CERTAIN TERRITORY TO LANDSCAPE
MAINTENANCE DISTRICT NO. 1 (GENERAL CITY) FOR
PROJECT CASE NO. PMT2024-00538
WHEREAS, the City Council of the City of Rancho Cucamonga, California, has
previously formed a special maintenance district pursuant to the terms of the “Landscape and
Lighting Act of 1972”, being Division 15, Part 2 of the Streets and Highways Code of the State of
California (the “Act”, said special maintenance district known and designated as Landscape
Maintenance District No. 1 (General City) (the “District”); and
WHEREAS, the provisions of Article 2 of Chapter 2 of the Act authorize the annexation
of additional territory to the District; and
WHEREAS, such provisions also provide that the requirement for the preparation of
resolutions, and assessment engineer’s report, notices of public hearing and the right of majority
protest may be waived in writing with the written consent of all of the owners of property within
the territory to be annexed; and
WHEREAS, notwithstanding that such provisions of the Act related to the annexation of
territory to the District, Article XIII D of the Constitution of the State of California (“Article XIII D”)
establishes certain procedural requirements for the authorization to levy assessments which
apply to the levy of annual assessments for the District on the territory proposed to be annexed
to such District; and
WHEREAS, the owners of certain property described in Exhibit A attached hereto, and
incorporated herein by this reference, have requested that such property (collectively, the
“Territory”) be annexed to the District in order to provide for the levy of annual assessments to
finance the maintenance of certain improvements described in Exhibit B hereto (the
“Improvements”); and
WHEREAS, all of the owners of the Territory have filed with the City Clerk duly executed
forms entitled “Consent And Waiver To Annexation Of Certain Real Property To A Maintenance
District And Approval Of The Levy Of Assessments On Such Real Property” (the “Consent and
Waiver”); and
WHEREAS, by such Consent and Waiver, all of the owners of the Territory have
expressly waived any and all of the procedural requirements as prescribed in the Act to the
annexation of the Territory to the District and have expressly consented to the annexation of the
Territory to the District; and
WHEREAS, by such Consent and Waiver, all of the owners of the Territory have also
expressly waived any and all of the procedural requirements as prescribed in the Act and/or
Article XIII D applicable to the authorization to levy the proposed annual assessment against the
Territory set forth in Exhibit B attached hereto and incorporated herein by this reference and
have declared support for, consent to and approval of the authorization to levy such proposed
annual assessment set forth in Exhibit C attached hereto; and
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Resolution No. 2024-XXX – Page 2 of 5
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WHEREAS, by such Consent and Waiver, all of the owners of the Territory have also
expressly agreed for themselves, their heirs, successors and assigns that:
(1) The proportionate special benefit derived by each parcel in the Territory
from the District Improvements has been determined in relationship to the entirety of the
maintenance and operation expenses of the Improvements;
(2) The proposed annual assessment does not exceed the reasonable cost
of the proportional special benefit from the Improvements conferred on each parcel in the
Territory.
(3) Only the special benefits derived or to be derived by each parcel in the
Territory from the Improvements have been included in the proposed annual assessment.
WHEREAS, at this time the City Council desires to order the annexation of the Territory
to the District and to authorize the levy of annual assessments against the Territory in amounts
not to exceed the amounts set forth in Exhibit C hereto.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA
HEREBY RESOLVES AS FOLLOWS:
SECTION 1: That the above recitals are true and correct.
SECTION 2: The City Council hereby finds and determines that:
a. The annual assessments proposed to be levied on each parcel in
the Territory do not exceed the reasonable cost of the proportional
special benefit conferred on each such parcel from the
Improvements.
b. The proportional special benefit derived by each parcel in the
Territory from the Improvements has been determined in
relationship to the entirety of the cost of the maintenance of the
Improvement.
c. Only special benefits will be assessed on the Territory by the levy of
the proposed annual assessments.
SECTION 3: This legislative body hereby orders the annexation the Territory to
the District, approves the financing of the maintenance of the Improvements from the proceeds
of annual assessments to be levied against the Territory and approves and orders the levy of
annual assessments against the Territory in amounts not to exceed the amounts set forth in
Exhibit C.
SECTION 4: All future proceedings of the District, including the levy of all
assessments, shall be applicable to the Territory.
PASSED, APPROVED, AND ADOPTED this 17 day of July 2024.
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Resolution No. 2024-XXX – Page 3 of 5
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Exhibit A
Identification of the Owner and Description of the Property to be Annexed
The Owner of the Property is:
Fudge Family Trust 2/16/2007
The legal description of the Property is:
TRACT 7827 LOT 4
Assessor’s Parcels Numbers of the Property:
106-253-104-0000
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Resolution No. 2024-XXX – Page 4 of 5
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Exhibit B
Description of the District Improvements
Fiscal Year 2023/24
Landscape Maintenance District No. 1 (General City):
Landscape Maintenance District No. 1 (General City) (the “Maintenance District”) represents
various landscaped areas, parks and community trails located at various sites throughout the
City. These sites consist of several non-contiguous areas throughout the City. As such, the
parcels within this District do not represent a distinct district area as do the other LMD’s within
the City. Typically, new parcels within this District have been annexed upon development.
The various sites maintained by the District consist of parkways, median islands, paseos, street
trees, entry monuments, community trails and parks. The parks consist of 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.
Proposed additions to the Improvements for Project Case No. PMT2024-00538:
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Exhibit C
Proposed Annual Assessment
Fiscal Year 2023/24
Landscape Maintenance District No.1 (General City):
The rate per Equivalent Benefit Unit (EBU) is $92.21 for the fiscal year 2023/24. The following
table summarizes the assessment rate for Landscape Maintenance District No. 1 (General City)
for PMT2024-00538:
Land Use Basis
EBU*
Factor
Rate per
EBU*
Single Family Residential Parcel 1.00 $92.21
Multi-Family Residential Unit 0.50 92.21
Non-Residential Acre 2.00 92.21
The proposed annual assessment for the property described in Exhibit A is as follows:
1 Parcel x 1 EBU Factor x $92.21 Rate per EBU = $92.21 Annual Assessment
Page 270
DATE:July 17, 2024
TO:President and Members of the Board of Directors
FROM:John R. Gillison, City Manager
INITIATED BY:Mike McCliman, Fire Chief
Augie Barreda, Deputy Fire Chief
Michelle Cowles, Management Analyst II
SUBJECT:Consideration of Resolution No. FD 2024-016 Approving the Annual Local
Responsibility Area Wildland Protection Agreement with the California
Department of Forestry and Fire in the Amount of $215,600 for FY 2024-
25. (RESOLUTION NO. FD 2024-016) (FIRE)
RECOMMENDATION:
Staff recommends the Fire Board of the Rancho Cucamonga Fire Protection District (District)
adopt a Resolution approving the annual renewal of Local Responsibility Area (LRA) Wildland
Protection Agreement No. 3CA06936 with the California Department of Forestry and Fire
Protection (Cal FIRE) for $215,600.
BACKGROUND:
On October 1, 2015, Rancho Cucamonga Fire Protection District contracted with Cal FIRE to
provide supplemental wildland fire protection of 1,206.60 acres of wildland within the District. The
Fire Board approves the renewal of the Cal FIRE agreement annually.
The City of Rancho Cucamonga also annexed 4,104 acres of State Responsibility Area (SRA),
known as the Etiwanda Heights Plan, into the city limits. Approving the annexation required
additional supplemental wildland fire protection from Cal FIRE. The total acreage of the wildland
contract for FY 2024-25 is 5,271 acres.
The wildland/urban interface area of Rancho Cucamonga is prone to wildfire. As witnessed in the
October 2003 Grand Prix Fire and the April 2014 Etiwanda Fire, the magnitude of these wildfires,
in terms of suppression efforts and response, far exceeds the capabilities of the District’s on-duty
fire crews. Local city fire departments and districts routinely rely on mutual aid to assist each other
in large-scale incidents. Mutual aid is a like-for-like provision of resources without cost to the
receiving agency. The suppression of massive wildfires is enhanced by utilizing water and
retardant-dropping aircraft, hand crews, dozers, and various overhead management positions.
These specialized resources are critical for the initial suppression of a wildland fire. The District
does not have these dedicated resources or enough overhead to fill all the needed positions on
a complex local mutual threat zone wildfire. The State of California realizes that fires in the Rancho
Cucamonga wildland/urban interface are a mutual threat to the SRA and formulates available
agreements with local agencies on a per-acre fee.
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ANALYSIS:
Through this Agreement, Cal FIRE would assume the primary financial responsibility for
suppressing wildland fires in the contract area. Our LRA, City incorporated land, would be
supported with resources and a level of service provided on the adjacent SRA land without the
significant unfunded liability burden.
In the event of a significant wildfire in the contract area, fire suppression costs would likely exceed
the proposed contract amount. If the Fire Board chooses not to renew the LRA Wildland Protection
Agreement, the actual cost of retardant-dropping aircraft, hand crews, dozers, and various
overhead management positions utilized to suppress wildland fires in our LRA will be the
responsibility of the Fire District.
Annual amendments to the Agreement are required to reflect any changes in Cal FIRE’s costs for
providing this service.
FISCAL IMPACT:
The FY 2024-25 LRA Wildland Protection Agreement per acre rate is $42.58. The total cost of
the Agreement is $215,600, which includes a 12.10% administrative fee. In anticipation of this
Agreement, the District budgeted funds in account 3283508-5300 (CFD 88-1/ Fire Suppression/
Contract Services).
COUNCIL MISSION / VISION / GOAL(S) ADDRESSED:
This item combines 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 specialized resources to contain and suppress wildland fires effectively.
ATTACHMENTS:
Attachment 1 – Cal FIRE Local Responsibility Area Wildland Protection Agreement No.
3CA06936
Attachment 2 – Cal FIRE Local Responsibility Area Wildland Protection Agreement Resolution
No. FD 2024-016
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ATTACHMENT 1
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Resolution No. FD 2024-016 - Page 1 of 2
ATTACHMENT 2
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RESOLUTION NO. FD 2024-016
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE RANCHO
CUCAMONGA FIRE PROTECTION DISTRICT, COUNTY OF SAN
BERNARDINO, CALIFORNIA, APPROVING THE LOCAL RESPONSIBILITY
AREA WILDLAND PROTECTION AGREEMENT WITH THE CALIFORNIA
DEPARTMENT OF FORESTRY AND FIRE PROTECTION (CAL FIRE) FOR
SERVICES FROM JULY 1, 2024, THROUGH JUNE 30, 2025
WHEREAS, the Rancho Cucamonga Fire Protection District (RCFPD) is a public agency and California
fire protection district located in the County of San Bernardino, State of California; and
WHEREAS, the wildland/urban interface area of the RCFPD and the City of Rancho Cucamonga is prone
to wildfire, and the magnitude of these wildfires, in terms of suppression efforts and response, far exceeds the
capabilities of RCFPD on-duty crews; and
WHEREAS, the suppression of large-scale wildfires is enhanced by utilizing water and retardant-
dropping aircraft, hand crews, dozers, and various overhead management positions; and
WHEREAS, RCFPD does not have the capacity to provide firefighting aircraft, hand crews, dozers, and
enough overhead management to respond to large wildland fires on a mutual aid basis; therefore, RCFPD must
contract for these services; and
WHEREAS, pursuant to Public Resources Code Section 4142, et seq., the California Department of
Forestry and Fire Protection (CAL FIRE) may, with the approval of the Department of General Services, enter
into a cooperative agreement upon such terms and under such conditions, it deems wise, for preventing and
suppressing forest fires or other fires in any lands within any county, city, or district which makes an appropriation
for such purpose; and
WHEREAS, an operating plan aims to increase and enhance the fire ground operations within the CAL
FIRE San Bernardino -- Rancho Cucamonga Fire Protection District Wildland Contract Area, including mutual
threat zones. This plan would allow responding agencies to pre-designate the Unified Ordering point, VHF Radio
Frequencies, the establishment of a Unified Command structure for wildland fires in the contract area; and
WHEREAS, the Fiscal Year 2024/2025 cost for 5,271 acres is $42.58 per acre for a total cost of
$215,596.32, which includes a 12.10% administrative fee.
NOW, THEREFORE, THE PRESIDENT OF THE RANCHO CUCAMONGA FIRE PROTECTION
DISTRICT HEREBY RESOLVES as follows:
1. The facts set forth in the Recitals above are true and correct.
2. The Board of Directors of the Rancho Cucamonga Fire Protection District hereby approves the Local
Responsibility Area Wildland Protection Agreement with the California Department of Forestry and Fire
Protection (CAL FIRE) dated July 1, 2024, in the total amount of $215,596.32 This agreement provides
Wildland services during the State fiscal year 2024/2025.
3. The Secretary of the Rancho Cucamonga Fire Protection District shall certify the adoption of this Resolution.
Page 274
Resolution No. FD 24-XXX - Page 2 of 2
BE IT FURTHER RESOLVED, the President of said Board is hereby authorized to sign and execute the
said agreement on behalf of the Rancho Cucamonga Fire Protection District.
PASSED, APPROVED, AND ADOPTED this 17th day of July 2024.
Page 275
Page 1
DATE:July 17, 2024
TO:Mayor and Members of the City Council
FROM:John R. Gillison, City Manager
INITIATED BY:Noah Daniels, Finance Director
Rick Flinchum, Finance Manager
Kelly Guerra, Special Districts Analyst
SUBJECT:Consideration of Resolutions Approving the Special Tax Levy for Various
Community Facilities Districts and the Special Annual Benefit
Assessment for Drainage Area No. 91-2 for the Fiscal Year 2024/25.
(RESOLUTION NOS. 2024-062 TO 2024-077) (CITY)
RECOMMENDATION:
It is recommended that the City Council adopt the Resolutions approving the special tax levy and
special annual benefit assessment, as applicable, for the following Community Facilities and
Benefit Assessment Districts (each a “District” and collectively the “Districts”) for the Fiscal Year
2024/25:
1. Community Facilities Districts No. 2000-01 (South Etiwanda),
2. Community Facilities Districts No. 2000-02 (Rancho Cucamonga Corporate Park),
3. Community Facilities Districts No. 2000-03 (Rancho Summit),
4. Community Facilities Districts No. 2000-03 Special Tax “B” (Rancho Summit),
5. Community Facilities Districts No. 2001-01 (Improvement Area Nos. 1 and 2),
6. Community Facilities Districts No. 2001-01 (Improvement Area No. 3),
7. Community Facilities Districts No. 2003-01 (Improvement Area No. 1),
8. Community Facilities Districts No. 2003-01 (Improvement Area No. 2),
9. Community Facilities Districts No. 2004-01 (Rancho Etiwanda Estates),
10. Community Facilities Districts No. 2006-01 (Vintner’s Grove),
11. Community Facilities Districts No. 2006-02 (Amador on Route 66),
12. Community Facilities Districts No. 2017-01 (North Etiwanda),
13. Community Facilities Districts No. 2018-01 (The Resort at Empire Lakes),
14. Community Facilities Districts No. 2022-01 (Street Lighting Services),
15. Community Facilities Districts No. 2022-02 (Industrial Area Services), and
16. Drainage Area No. 91-2 (Day Canyon Drainage Basin)
BACKGROUND:
Annually, before the County’s direct assessment enrollment in August, the City Council must
adopt a Resolution approving the special tax levy and special benefit assessment for each District.
If approved, staff will file the certified list of all parcels subject to the levy for each District with the
County of San Bernardino to be included in the property owner’s property tax billings.
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Although the City Council has previously authorized the formation of the Districts, including the
services provided or the bonded indebtedness secured by the Districts, the annual special tax to
be levied must be approved annually.
ANALYSIS:
Community Facilities Districts
Pursuant to the Mello-Roos Community Facilities Act of 1982 (the “1982 Act”), the City Council
previously approved the formation of the Districts either by the issuance of bonds to finance
infrastructure improvements or for maintenance services within certain geographical boundaries,
which formed the Community Facilities Districts.
Districts established through bond issuance cover the repayment of principal, interest, and
administrative costs associated with their respective debt service. Generally, these Districts
mature around 30 years after issuance when the bonds are fully repaid. All the costs related to
the Districts are costs of the Districts, not the City or its General Fund. Thus, all expenses
associated with administering the Districts and paying debt service on the bonds are the
responsibility of the property owners within the Districts. Additionally, the outstanding
indebtedness of the Districts is not an obligation of the City.
Changes in rate increases are only recommended when necessary to ensure that sufficient funds
are available to sustain current and future debt service payments.
The following is a summary of the financial considerations used in setting the rate assessments
for Fiscal Year 2024/25
•A 2.0% increase is recommended for CFD 2003-01 (Improvement Area No. 1) and CFD
2003-01 (Improvement Area No. 2). This increase is necessary to adequately cover their
respective debt service payments due in September 2024 and March 2025.
•A 55.0% rate reduction is recommended for CFD 2000-01 compared to the previous year,
as sufficient funds cover the three remaining debt services payments. The District debt
service will mature in September 2025.
The other Districts’ current rates are sufficient to cover their debt service payments.
The table below provides a summary of each Districts’ total special tax levy for Fiscal Year
2024/25 and maturity date:
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District / Name
Bond
Maturity
Fiscal
Year
2024/25 Notes
CFD No. 2000-01
(South Etiwanda)
September
2025 $33,265 A 55.0% rate reduction from the
prior year
CFD No. 2000-02
(Rancho Cucamonga
Corporate Park)
September
2025 $528,162 No change from the prior year
CFD No. 2000-03
(Rancho Summit)
September
2035 $566,112 No change from the prior year.
CFD No. 2001-01
(Improvement Areas Nos. 1
and 2)
September
2031 $670,447 No change from the prior year.
CFD No. 2001-01
(Improvement Area No. 3)
September
2031 $61,467 No change from the prior year.
CFD No. 2003-01
(Improvement Area No. 1)
September
2033 $1,274,848 A 2% increase is recommended
to cover debt service.
CFD No. 2003-01
(Improvement Area No. 2)
September
2033 $217,615 A 2% increase is recommended
to cover debt service.
CFD No. 2004-01
(Rancho Etiwanda Estates)
September
2036 $2,350,660 No change from the prior year.
CFD No. 2006-01
(Vintner’s Grove)
September
2037 $288,959 No change from the prior year.
CFD No. 2006-02
(Amador on Route 66)
September
2037 $183,158 No change from the prior year.
The remaining CFDs were established to provide maintenance and services for public facilities in
perpetuity. Changes in special taxes for these Districts are driven by various factors, including
inflation, the rising costs associated with providing services, and the need to secure funding for
necessary capital replacement projects.
The following is a summary of the financial considerations used in setting the recommended
assessment rates for Fiscal Year 2024/25:
•No changes in the actual rate are recommended for CFD 2000-03B and CFD 2017-01.
Staff determined that both Districts have adequate funds to sustain their respective
operational expenditures.
•A 6% increase is recommended for CFD 2018-01 (Residential Property), from $387.45 to
$410.70, the maximum allowable increase. The increase is necessary to offset estimated
increases in operational costs and to ensure funding for essential future capital
replacement projects.
•CFD 2018-01 (Undeveloped Property) actual rate will remain at $347.42 per acre due to
the development of new residential properties within the District. In March 2024, the north
side of Empire Lakes was annexed into the District.
•A 6% increase is recommended for CFD 2022-01. The increase is necessary to sustain
the continuously rising costs, including inflation, relating to the operational and
maintenance of streetlights.
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•A 6% increase is recommended for CFD 2022-02 to secure funding for future industrial
capital replacement projects.
The table below provides a summary of each Districts’ total special tax levy for Fiscal Year
2024/25:
District / Name Maximum
Fiscal
Year
2023/24
Fiscal
Year
2024/25 Notes
CFD No. 2000-03
Special Tax “B”
(Rancho Summit)
$1,720.37 $1,560.43 $1,560.43
No change is
recommended from the
prior year.
CFD No. 2017-01
(North Etiwanda)
Residential Property
$1,123.55 $0 $0
No residential parcels
have been developed;
the rate is on hold
pending development.
CFD No. 2017-01
(North Etiwanda)
Undeveloped Property
$2,729.40 $0 $20
No change is
recommended from the
prior year. The current
rate of $20 per acre is for
administrative expenses.
CFD No. 2018-01
(The Resort at
Empire Lakes)
Residential Property
$410.70 $387.45 $410.70
A 6% increase is
recommended due to
increased costs for
operations and future
capital replacement
plans.
CFD No. 2018-01
(The Resort at
Empire Lakes)
Undeveloped Property
$6,742.09 $347.42 $347.42
No change is
recommended from the
prior year.
CFD No. 2022-01
(Street Lighting Services)
Tax Zone No. 1
Tax Zone No. 2
Tax Zone No. 3
Tax Zone No. 4
Tax Zone No. 5
Tax Zone No. 6
Tax Zone No. 7
Tax Zone No. 8
$25.23
$83.66
$52.48
$32.23
$71.00
$57.21
$65.27
$42.06
$22.67
$75.17
$47.15
$28.96
$63.79
$51.40
$58.64
$37.79
$24.03
$79.68
$49.98
$30.70
$67.62
$54.48
$62.16
$40.06
A 6% increase is
recommended to sustain
the rising cost of
operations, utilities, and
streetlight maintenance.
CFD No. 2022-02
(Industrial Area Services)
Industrial Property
$6,513.28 $5,852.00 $6,203.13
A 6% increase is
recommended to secure
funding for future
industrial capital
replacement projects.
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Benefit Assessments for Drainage Area No. 91-2
The Benefit Assessments for Drainage Area No. 91-2 (Day Canyon Drainage Basin) District
consist of 363 residential parcels, which are generally located north of Wilson Ave between Day
Creek Boulevard and Etiwanda Avenue.
For Fiscal Year 2024/25, staff determined that the current assessment of $72.17 per residential
parcel is sufficient to meet all of the district’s financial obligations. The District's annual
assessment pays for maintenance and servicing a 27-acre-foot desilting basin and a 1,460-linear-
foot concrete drainage channel.
FISCAL IMPACT:
Special tax and special annual benefit assessment revenues collected for each District are used
only for the related public facilities and services, debt service payments, and administration costs
of that district.
The budgets for each District, as shown in the Annual Reports, agree to the City’s Adopted Budget
for Fiscal Year 2024/25, which the City Council approved on June 27, 2024.
COUNCIL MISSION / VISION / GOAL(S) ADDRESSED:
This item addresses the City Council’s core value of intentionally embracing and anticipating the
future by complying with reporting requirements for special taxes and special annual benefit
assessment revenues to provide public facilities and services, debt service payments, and
administrative costs for the Districts.
ATTACHMENTS:
Attachment 1 – Resolution CFD 2000-01
Attachment 2 – Annual Status Report – CFD 2000-01
Attachment 3 – Resolution CFD 2000-02
Attachment 4 – Annual Status Report - CFD 2000-02
Attachment 5 – Resolution CFD 2000-03
Attachment 6 – Annual Status Report - CFD 2000-03
Attachment 7 – Resolution CFD 2000-03 Special Tax “B”
Attachment 8 – Annual Status Report - CFD 2000-03 Special Tax “B”
Attachment 9 – Resolution CFD 2001-01 (Improvement Area No. 1 and 2)
Attachment 10 – Annual Status Report – CFD 2001-01 (Improvement Area Nos. 1 and 2)
Attachment 11 – Resolution CFD 2001-01 (Improvement Area No. 3)
Attachment 12 – Annual Status Report – CFD 2001-01 (Improvement Area No. 3)
Attachment 13 – Resolution CFD 2003-01 (Improvement Area No. 1)
Attachment 14 – Annual Status Report – CFD 2003-01 (Improvement Area No. 1)
Attachment 15 – Resolution CFD 2003-01 (Improvement Area No. 2)
Attachment 16 – Annual Status Report – CFD 2003-01 (Improvement Area No. 2)
Attachment 17 – Resolution CFD 2004-01
Attachment 18 – Annual Status Report - CFD 2004-01
Attachment 19 – Resolution CFD 2006-01
Attachment 20 – Annual Status Report - CFD 2006-01
Attachment 21 – Resolution CFD 2006-02
Attachment 22 – Annual Status Report – CFD 2006-02
Attachment 23 – Resolution CFD 2017-01
Attachment 24 – Annual Status Report – CFD 2017-01
Attachment 25 – Resolution CFD 2018-01
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Attachment 26 – Annual Status Report – CFD 2018-01
Attachment 27 – Resolution CFD 2022-01
Attachment 28 – Annual Status Report – CFD 2022-01
Attachment 29 – Resolution CFD 2022-02
Attachment 30 – Annual Status Report – CFD 2022-02
Attachment 31 – Resolution BAD 91-2
Attachment 32 – Annual Status Report – BAD 91-2
Page 281
Resolution No. 2024-XXX – Page 1 of 2
ATTACHMENT 1
RESOLUTION NO. 2024-XXX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO
CUCAMONGA, CALIFORNIA, RE-ESTABLISHING ANNUAL SPECIAL
TAX FOR COMMUNITY FACILITIES DISTRICT 2000-01 (SOUTH
ETIWANDA) FOR FISCAL YEAR 2024/25
WHEREAS, the City Council of the City of Rancho Cucamonga, California, (hereinafter referred
to as the "legislative body of the local Agency"), has initiated proceedings, held a public hearing,
conducted an election and received a favorable vote from the qualified electors relating to the levy of a
special tax in a Community Facilities District, all as authorized pursuant to the terms and provisions of
the "Mello-Roos Community Facilities Act of 1982", being Chapter 2.5, Part 1, Division 2, Title 5 of the
Government Code for the State of California. This Community Facilities District shall hereinafter be
referred to as Community Facilities District No. 2000-01 (South Etiwanda) (hereinafter referred to as the
"District"); and
WHEREAS, at this time, bonds were previously issued for purposes of financing the project
facilities for said District (the “Prior Special Tax Bonds”); and
WHEREAS, this legislative body, by Ordinance as authorized by Section 53340 of the
Government Code of the State of California, has authorized the levy of a special tax to pay for costs and
expenses related to said District, and this legislative body, by the adoption of Resolution No. 15-147 on
August 5, 2015, previously established the specific rate of the special tax to be collected for the fiscal
year based, in part, upon the debt service payable on the Prior Special Tax Bonds; and
WHEREAS, on July 30, 2015, special tax refunding bonds were issued by the District to refund
the Prior Special Tax Bonds resulting in a reduction in the debt service payable from the special taxes
levied within the District.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA HEREBY
RESOLVES:
SECTION 1: That the above recitals are all true and correct.
SECTION 2: That the specific rate and amount of the special tax to be collected to pay for the
costs and expenses for Fiscal Year 2024/25 for the District are hereby determined and established as set
forth in the attached, referenced and incorporated in the Annual Status Report.
SECTION 3: That the rates as set forth in such Annual Status Report do not exceed the amount
as previously authorized by Ordinance of this legislative body, and are not in excess of that as previously
approved by the qualified electors of the District.
SECTION 4: That the proceeds of the special tax are used to pay, in whole or in part, the costs
of the following, in the following order of priority:
A. Payment of principal of and interest on any outstanding authorized bonded indebtedness;
B. Necessary replenishment of bond reserve funds or other reserve funds;
C. Payment of costs and expenses of administering the District and any bonds of the District;
and
D. Repayment of advances and loans, if appropriate.
Page 282
Resolution No. 2024-XXX – Page 2 of 2
The proceeds of the special taxes shall be used as set forth above, and shall not be used for any
other purpose.
SECTION 5: The special tax shall be collected in the same manner as ordinary ad valorem
property taxes are collected, and shall be subject to the same penalties and same procedure and sale in
cases of any delinquency for ad valorem taxes, and the Tax Collector is hereby authorized to deduct
reasonable administrative costs incurred in collecting any said special tax.
SECTION 6: All monies above collected shall be paid into the District funds, including but not
limited to, any special tax fund, bond fund, and reserve fund.
SECTION 7: The County Auditor is hereby directed to enter in the next county assessment roll
on which taxes will become due, opposite each lot or parcel of land effected in a space marked "public
improvements, special tax", or by any other suitable designation, the installment of the special tax, and
for the exact rate and amount of said tax, reference is made to the attached Annual Status Report.
SECTION 8: The County Auditor shall then, at the close of the tax collection period, promptly
render to this Agency a detailed report showing the amount and/or amounts of such special tax
installments, interest, penalties, and percentages so collected and from what property collected, and also
provide a statement of any percentages retained for the expense of making any such collection.
PASSED, APPROVED, AND ADOPTED this ________ day of ___________ 2024.
Page 283
ATTACHMENT 2
CITY OF RANCHO CUCAMONGA
MELLO-ROOS COMMUNITY
FACILITIES DISTRICT NO. 2000-01
SOUTH ETIWANDA
ANNUAL STATUS REPORT
JULY 2024
Page 284
Community Facilities District No. 2000-01 1
Fiscal Year 2024/25
BACKGROUND
On November 7, 2000, an election was held and the property owners within the boundary of
Community Facilities District No. 2000-01 (South Etiwanda) (the “District”) authorized the
District to incur bonded indebtedness in the principal amount of $1,365,000. On
November 15, 2000, the City Council adopted Ordinance No. 645 authorizing the levy of a
Special Tax in the District. Bonds were issued on December 21, 2000, for the purpose of
financing the acquisition of certain public facilities that included street, sewer, water, storm
drain, landscaping and park improvements that were required for and would permit the
development of the properties within the District. The District is located east of Interstate 15 and
is bordered by Foothill to the south, East to the east, Base Line to the north, Etiwanda to the
west and is intersected by Miller.
On December 7, 2011, the City Council adopted Resolution No. 11-179 authorizing the
issuance of special tax refunding bonds for this District. The Special Tax Refunding Bonds,
Series 2012, in the principal amount of $658,000 were issued on December 21, 2011. This
amount represented the outstanding principal balance of the original bonds as of this date.
On July 1, 2015, the City Council adopted Resolution No. 15-115 authorizing the issuance of
special tax refunding bonds for this District in conjunction with various other community facilities
districts. The Special Tax Refunding Bonds, Series 2015, were refunded with a total principal
amount of $18,546,000 and were issued on July 30, 2015.
By authorizing this refunding, the City Council provided savings to the property owners for the
remaining life of the bond issue, which translated to a 4.85% overall reduction in the annual debt
service payment paid by property owners.
The annual special tax is based on the square footage of the home for residential properties.
This special tax shall be levied only so long as required for each parcel of taxable property to
discharge bond obligations. The bond is scheduled to mature in September 2025.
Page 285
Community Facilities District No. 2000-01 2
Fiscal Year 2024/25
COMMUNITY FACILITIES DISTRICT NO. 2000-01
ANNUAL SPECIAL TAX
FISCAL YEAR 2024/25
Description Building Size Assigned Special Tax
1.Residential Property > 2,301 Sq Ft $283.66
2.Residential Property 1,801 - 2,300 Sq Ft $269.48
3.Residential Property < 1,800 Sq Ft $241.11
COMMUNITY FACILITIES DISTRICT NO. 2000-01
PROPOSED SOURCES AND USES OF FUNDS
Fiscal Year
2024/25 Budget
Sources
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 33,270$
Interest Revenue 10
Total Proposed Sources 33,280
Uses
Debt Service
Principal Repayments 49,000
Interest Expense 2,280
Subtotal - Debt Service 51,280
Contract Services 2,000
Assessment Administration 16,250
Admin./General Overhead 470
Total Proposed Uses 70,000
Contribution to/(Use of) Fund Balance (36,720)$
Page 286
Community Facilities District No. 2000-01 3
Fiscal Year 2024/25
Page 287
Resolution No. 2024-XXX – Page 1 of 2
ATTACHMENT 3
RESOLUTION NO. 2024-XXX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO
CUCAMONGA, CALIFORNIA, RE-ESTABLISHING ANNUAL SPECIAL
TAX FOR COMMUNITY FACILITIES DISTRICT 2000-02 (RANCHO
CUCAMONGA CORPORATE PARK) FOR FISCAL YEAR 2024/25
WHEREAS, the City Council of the City of Rancho Cucamonga, California, (hereinafter referred
to as the "legislative body of the local Agency"), has initiated proceedings, held a public hearing,
conducted an election and received a favorable vote from the qualified electors relating to the levy of a
special tax in a Community Facilities District, all as authorized pursuant to the terms and provisions of
the "Mello-Roos Community Facilities Act of 1982", being Chapter 2.5, Part 1, Division 2, Title 5 of the
Government Code for the State of California. This Community Facilities District shall hereinafter be
referred to as Community Facilities District No. 2000-02 (Rancho Cucamonga Corporate Park)
(hereinafter referred to as the "District"); and
WHEREAS, at this time, bonds were previously issued for purposes of financing the project
facilities for said District (the “Prior Special Tax Bonds”); and
WHEREAS, this legislative body, by Ordinance as authorized by Section 53340 of the
Government Code of the State of California, has authorized the levy of a special tax to pay for costs and
expenses related to said District, and this legislative body, by the adoption of Resolution No. 15-148 on
August 5, 2015, previously established the specific rate of the special tax to be collected for the fiscal
year based, in part, upon the debt service payable on the Prior Special Tax Bonds; and
WHEREAS, on July 30, 2015, special tax refunding bonds were issued by the District to refund
the Prior Special Tax Bonds resulting in a reduction in the debt service payable from the special taxes
levied within the District.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA HEREBY
RESOLVES:
SECTION 1: That the above recitals are all true and correct.
SECTION 2: That the specific rate and amount of the special tax to be collected to pay for the
costs and expenses for Fiscal Year 2024/25 for the District are hereby determined and established as set
forth in the attached, referenced and incorporated in the Annual Status Report.
SECTION 3: That the rates as set forth in such Annual Status Report do not exceed the amount
as previously authorized by Ordinance of this legislative body, and are not in excess of that as previously
approved by the qualified electors of the District.
SECTION 4: That the proceeds of the special tax are used to pay, in whole or in part, the costs
of the following, in the following order of priority:
A. Payment of principal of and interest on any outstanding authorized bonded indebtedness;
B. Necessary replenishment of bond reserve funds or other reserve funds;
C. Payment of costs and expenses of administering the District and any bonds of the District;
and
D. Repayment of advances and loans, if appropriate.
Page 288
Resolution No. 2024-XXX – Page 2 of 2
The proceeds of the special taxes shall be used as set forth above, and shall not be used for any
other purpose.
SECTION 5: The special tax shall be collected in the same manner as ordinary ad valorem
property taxes are collected, and shall be subject to the same penalties and same procedure and sale in
cases of any delinquency for ad valorem taxes, and the Tax Collector is hereby authorized to deduct
reasonable administrative costs incurred in collecting any said special tax.
SECTION 6: All monies above collected shall be paid into the District funds, including but not
limited to, any special tax fund, bond fund, and reserve fund.
SECTION 7: The County Auditor is hereby directed to enter in the next county assessment roll
on which taxes will become due, opposite each lot or parcel of land effected in a space marked "public
improvements, special tax", or by any other suitable designation, the installment of the special tax, and
for the exact rate and amount of said tax, reference is made to the attached Annual Status Report.
SECTION 8: The County Auditor shall then, at the close of the tax collection period, promptly
render to this Agency a detailed report showing the amount and/or amounts of such special tax
installments, interest, penalties, and percentages so collected and from what property collected, and also
provide a statement of any percentages retained for the expense of making any such collection.
PASSED, APPROVED, AND ADOPTED this _________ day of ___________ 2024.
Page 289
ATTACHMENT 4
CITY OF RANCHO CUCAMONGA
MELLO-ROOS COMMUNITY
FACILITIES DISTRICT NO. 2000-02
RANCHO CUCAMONGA CORPORATE PARK
ANNUAL STATUS REPORT
JULY 2024
Page 290
Community Facilities District No. 2000-02 1
Fiscal Year 2024/25
BACKGROUND
On November 7, 2000, the electors within the boundary of Community Facilities District No.
2000-02 (Rancho Cucamonga Corporate Park) (the “District”) authorized the District to incur
bonded indebtedness in the principal amount of $6,835,000 for the purpose of financing the
acquisition of street improvements on public street improvements required as a condition of
approval of development of the property within the proposed district including Milliken, Arrow
and Foothill; such street improvements to include, but not to be limited to: demolition and
grading, curb, gutter and sidewalks, traffic signals; entry feature and signs; fire hydrants; storm
drains; water and sewer improvements; paving; striping; landscaping and irrigation
improvements; public utilities and appurtenances.
On December 7, 2011, the City Council adopted Resolution No. 11-179 authorizing the
issuance of special tax refunding bonds for this District. The Special Tax Refunding Bonds,
Series 2011, in the principal amount of $5,407,000 were issued on
December 21, 2011. This amount represented the outstanding principal balance of the original
bonds as of this date.
On July 1, 2015, the City Council adopted Resolution No. 15-115 authorizing the issuance of
special tax refunding bonds for this District in conjunction with various other Community
Facilities Districts. The Special Tax Refunding Bonds, Series 2015 were refunded with a total
principal amount of $18,546,000 and were issued on July 30, 2015.
By authorizing this refunding, the City Council provided savings to the property owners for the
remaining life of the bond issue, that translated to a 4.72% overall reduction in the annual debt
service payment paid by property owners.
Each July 1, commencing July 1, 2012, the maximum annual special tax will be increased by
two percent (2%) of the amount in effect for the previous fiscal year. The special taxes will be
levied as follows: (1) The special tax will be levied on each taxable parcel in an amount equal to
100% of the applicable maximum annual special tax; or (2) If the special tax requirement will be
satisfied by an amount less than the maximum annual special tax the special tax will be levied
proportionately on each taxable parcel at less than 100% of the maximum annual special tax.
For Fiscal Year 2024/25, the current rate is sufficient to meet fiscal obligations and there is no
need for an increase of the special tax by 2.0%. This special tax shall be levied only so long as
required for each parcel of taxable property to discharge bond obligations. The bond is
scheduled to mature in September 2025.
Page 291
Community Facilities District No. 2000-02 2
Fiscal Year 2024/25
COMMUNITY FACILITIES DISTRICT NO. 2000-02
ANNUAL SPECIAL TAX
FISCAL YEAR 2024/25
There will be no increase to the special tax for the District. The annual tax rate for Fiscal
Year 2024/25 will be $3,867.90 per acre.
COMMUNITY FACILITIES DISTRICT NO. 2000-02
PROPOSED SOURCES AND USES OF FUNDS
Fiscal Year
2024/25 Budget
Sources
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 528,170$
Total Proposed Sources 528,170
Uses
Debt Service
Principal Repayments 492,000
Interest Expense 23,220
Subtotal - Debt Service 515,220
Contract Services 2,000
Assessment Administration 46,800
Admin./General Overhead 900
Total Proposed Uses 564,920
Contribution to/(Use of) Fund Balance (36,750)$
Page 292
Community Facilities District No. 2000-02 3
Fiscal Year 2024/25
Page 293
Resolution No. 2024-XXX – Page 1 of 2
ATTACHMENT 5
RESOLUTION NO. 2024-XXX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO
CUCAMONGA, CALIFORNIA, PROVIDING FOR THE LEVY OF SPECIAL
TAX FOR COMMUNITY FACILITIES DISTRICT NO. 2000-03A (RANCHO
SUMMIT) FOR FISCAL YEAR 2024/25
WHEREAS, the City Council of the City of Rancho Cucamonga, California, (hereinafter referred to as
the "legislative body of the local Agency"), has initiated proceedings, held a public hearing, conducted an
election and received a favorable vote from the qualified electors relating to the levy of a special tax in a
Community Facilities District, all as authorized pursuant to the terms and provisions of the "Mello-Roos
Community Facilities Act of 1982", being Chapter 2.5, Part 1, Division 2, Title 5 of the Government Code for
the State of California. This Community Facilities District shall hereinafter be referred to as Community
Facilities District No. 2000-03A (Rancho Summit) (hereinafter referred to as the "District"); and
WHEREAS, at this time, bonds have been authorized for purposes of financing the project facilities
for said District; and
WHEREAS, this legislative body, by Ordinance as authorized by Section 53340 of the Government
Code of the State of California, has authorized the levy of a special tax to pay for costs and expenses related
to said District, and this legislative body is desirous to establish the specific rate of the special tax to be
collected for the fiscal year.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA HEREBY
RESOLVES:
SECTION 1: That the above recitals are all true and correct.
SECTION 2: That the specific rate and amount of the special tax to be collected to pay for the costs
and expenses for Fiscal Year 2024/25 for the referenced District are hereby determined and established as
set forth in the attached, referenced and incorporated in the Annual Status Report.
SECTION 3: That the rate as set forth above does not exceed the amount as previously authorized
by Ordinance of this legislative body, and is not in excess of that as previously approved by the qualified
electors of the District.
SECTION 4: That the proceeds of the special tax are used to pay, in whole or in part, the costs of
the following, in the following order of priority:
A. Payment of principal of and interest on any outstanding authorized bonded indebtedness;
B. Necessary replenishment of bond reserve funds or other reserve funds;
C. Payment of costs and expenses of authorized public facilities and public services; and
D. Repayment of advances and loans, if appropriate.
The proceeds of the special taxes shall be used as set forth above, and shall not be used for any
other purpose.
SECTION 5: The special tax shall be collected in the same manner as ordinary ad valorem property
taxes are collected, and shall be subject to the same penalties and same procedure and sale in cases of any
delinquency for ad valorem taxes, and the Tax Collector is hereby authorized to deduct reasonable
Page 294
Resolution No. 2024-XXX – Page 2 of 2
administrative costs incurred in collecting any said special tax.
SECTION 6: All monies above collected shall be paid into the District funds, including but not limited
to, any special tax fund, bond fund, and reserve fund.
SECTION 7: The County Auditor is hereby directed to enter in the next county assessment roll on
which taxes will become due, opposite each lot or parcel of land effected in a space marked "public
improvements, special tax", or by any other suitable designation, the installment of the special tax, and for
the exact rate and amount of said tax, reference is made to the attached Annual Status Report.
SECTION 8: The County Auditor shall then, at the close of the tax collection period, promptly render
to this Agency a detailed report showing the amount and/or amounts of such special tax installments,
interest, penalties, and percentages so collected and from what property collected, and also provide a
statement of any percentages retained for the expense of making any such collection.
PASSED, APPROVED, AND ADOPTED this _______ day of ___________ 2024.
Page 295
ATTACHMENT 6
CITY OF RANCHO CUCAMONGA
MELLO-ROOS COMMUNITY
FACILITIES DISTRICT NO. 2000-03A
(RANCHO SUMMIT)
ANNUAL STATUS REPORT
JULY 2024
Page 296
Community Facilities District No. 2000-03A (Rancho Summit) . 1
Fiscal Year 2024/25
BACKGROUND
On October 11, 2000, an election was held and the property owners within the boundary
of Community Facilities District No. 2000-03A (Rancho Summit) (the “District”)
authorized the District to incur bonded indebtedness in the principal amount of
$9,835,000. On July 6, 2005, the City Council adopted Ordinance No. 744 approving
the levy of the special tax and on September 21, 2005, approved Resolution No. 05-278
authorizing the issuance of bonds.
The District was authorized to finance park improvements including clearing and
grading of park sites, park hardscape and restrooms, street improvements and parkway
hardscape landscaping of parks and parkways and park equipment with a useful life of
five (5) years or more. The District is bounded by the San Bernardino National Forest to
the north, the 210 Freeway to the south, Interstate 15 Freeway to the east and East to
the west.
On July 16, 2014, the City Council adopted Resolution No. 14-127 authorizing the
issuance of special tax refunding bonds for this District. The Special Tax Refunding
Bonds, Series 2014 in the principal amount of $8,500,000 were issued on July 31, 2014.
By authorizing this refunding, the City Council provided annual savings to the property
owners of approximately $120,000 for the remaining life of the bond issue.
Each Fiscal Year, all Taxable Property within the District shall be assigned to a Zone
and further classified as Developed Property, Taxable Public Property, Taxable
Property Owner Association Property, or Undeveloped Property and shall be subject to
Special Taxes in accordance with this Amended and Restated Rate and Method of
Apportionment. Residential Property shall be assigned to Land Use Classes 1 through
10 and Non-Residential Property shall be assigned to Land Use Class 11.
Page 297
Community Facilities District No. 2000-03A (Rancho Summit) . 2
Fiscal Year 2024/25
COMMUNITY FACILITIES DISTRICT NO. 2000-03A
ANNUAL SPECIAL TAX
FISCAL YEAR 2024/25
1 Residential Property < 1,850 Sq. Ft $1,286.21
2 Residential Property 1,850 – 2,049 Sq. Ft $1,430.88
3 Residential Property 2,050 – 2,249 Sq. Ft $1,527.32
4 Residential Property 2,250 – 2,449 Sq. Ft $1,541.65
5 Residential Property 2,450 – 2,649 Sq. Ft $1,552.94
6 Residential Property 2,650 – 2,849 Sq. Ft $1,684.05
7 Residential Property 2,850 – 3,049 Sq. Ft $1,855.09
8 Residential Property 3,050 – 3,049 Sq. Ft $1,904.07
9 Residential Property 3,250 – 3,249 Sq. Ft $2,017.09
10 Residential Property => 3,450 Sq. Ft $2,031.41
11 Non-Residential
Property N/A $9,493.97 per Acre
Land Use Class Residential Floor Area Assigned Special TaxDescription
Page 298
Community Facilities District No. 2000-03A (Rancho Summit) . 3
Fiscal Year 2024/25
COMMUNITY FACILITIES DISTRICT NO. 2000-03A
PROPOSED USES AND SOURCES OF FUNDS
Fiscal Year
2024/25 Budget
Sources
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 566,120$
Total Proposed Sources 566,120
Uses
Debt Service
Principal Repayments 329,000
Interest Expense 181,370
Subtotal - Debt Service 510,370
Contract Services 2,000
Assessment Administration 19,260
Admin./General Overhead 600
Total Proposed Uses 532,230
Contribution to/(Use of) Fund Balance 33,890$
Page 299
Community Facilities District No. 2000-03A (Rancho Summit) . 4
Fiscal Year 2024/25
Page 300
Resolution No. 2024-XXX – Page 1 of 2
ATTACHMENT 7
RESOLUTION NO. 2024-XXX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO
CUCAMONGA, CALIFORNIA, PROVIDING FOR THE LEVY OF MAXIMUM
SPECIAL TAX “B” FOR COMMUNITY FACILITIES DISTRICT
NO. 2000-03 (RANCHO SUMMIT) FOR FISCAL YEAR 2024/25
WHEREAS, the City Council of the City of Rancho Cucamonga, California, (hereinafter referred to as
the "legislative body of the local Agency"), has initiated proceedings, held a public hearing, conducted an
election and received a favorable vote from the qualified electors relating to the levy of a special tax in a
Community Facilities District, all as authorized pursuant to the terms and provisions of the "Mello-Roos
Community Facilities Act of 1982", being Chapter 2.5, Part 1, Division 2, Title 5 of the Government Code for
the State of California. This Community Facilities District shall hereinafter be referred to as Community
Facilities District No. 2000-03B (Rancho Summit) (hereinafter referred to as the "District"); and
WHEREAS, at this time, bonds have been authorized for purposes of financing the project facilities
for said District; and
WHEREAS, this legislative body, by Ordinance as authorized by Section 53340 of the Government
Code of the State of California, has authorized the levy of a special tax to pay for costs and expenses related
to said District, and this legislative body is desirous to establish the specific rate of the special tax to be
collected for the fiscal year.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA HEREBY
RESOLVES:
SECTION 1: That the above recitals are all true and correct.
SECTION 2: That the specific rate and amount of the Special Tax “B” to be collected for Fiscal Year
2024/25 for the District are hereby determined and established as set forth Annual Status Report to this
Resolution, which is attached hereto and incorporated herein by reference.
SECTION 3: That the rate as set forth above does not exceed the amount as previously authorized
by the Ordinance, and is not in excess of that as previously approved by the qualified electors of the District.
SECTION 4: That the proceeds of Special Tax “B” shall be used, in whole or in part, for the
following:
A. Payment of costs and expenses of the operation and maintenance of authorized parks and
parkways and incidental expenses pursuant to the Act;
B. Payment of an amount necessary to fund or replenish an operating reserve for the costs of
the operation of authorized parks and parkways; and
C. Payment of a proportionate share of Administrative Expenses as such term is defined in the
Modified Rate and Method.
The proceeds of Special Tax “B” shall be used as set forth above, and shall not be used for any other
purpose.
SECTION 5: Special Tax “B” shall be collected in the same manner as ordinary ad valorem property
taxes are collected, and shall be subject to the same penalties and same procedure and sale in cases of any
delinquency for ad valorem taxes, and the Tax Collector is hereby authorized to deduct reasonable
Page 301
Resolution No. 2024-XXX – Page 2 of 2
administrative costs incurred in collecting any said special tax.
SECTION 6: All monies above collected shall be paid into the District funds, including but not limited
to, any special tax fund, bond fund, and reserve fund.
SECTION 7: The County Auditor is hereby directed to enter in the next county assessment roll on
which taxes will become due, opposite each lot or parcel of land effected in a space marked "public
improvements, special tax", or by any other suitable designation, the installment of Special Tax “B,” and for
the exact rate and amount of said tax, reference is made to the attached Annual Status Report.
SECTION 8: The County Auditor shall then, at the close of the tax collection period, promptly render
to this Agency a detailed report showing the amount and/or amounts of such special tax installments,
interest, penalties, and percentages so collected and from what property collected, and also provide a
statement of any percentages retained for the expense of making any such collection.
PASSED, APPROVED, AND ADOPTED this _______ day of ___________ 2024.
Page 302
ATTACHMENT 8
CITY OF RANCHO CUCAMONGA
MELLO-ROOS COMMUNITY
FACILITIES DISTRICT NO. 2000-03B
(RANCHO SUMMIT)
ANNUAL STATUS REPORT
JULY 2024
Page 303
Community Facilities District No. 2000-03B 1
Fiscal Year 2024/25
BACKGROUND
On August 16, 2000, the City Council approved Resolution No. 00-149 and established
Community Facilities District No. 2000-03B, (the “District”). On October 11, 2000, the
qualified electors of the District, being the owners of the land within the District, voted to
approve the levy of a special tax to pay for certain public services and the administering
of such District. On July 6, 2005, the City Council adopted Ordinance No. 744 approving
the levy of the special tax and on September 21, 2005, approved Resolution No. 05-278
authorizing the issuance of bonds.
The District was authorized to finance park improvements, including, clearing and
grading of park sites, park hardscape and restrooms, street improvements and parkway
hardscape landscaping of parks and parkways and park equipment with a useful life of
five (5) years or more. The District is bounded by the San Bernardino National Forest to
the north, the 210 Freeway to the south, Interstate 15 Freeway to the east and East to
the west.
Each fiscal year, all Taxable Property within the District shall be assigned to a Zone and
further classified as Developed Property, Taxable Public Property, Taxable Property
Owner Association Property, or Undeveloped Property and shall be subject to Special
Taxes in accordance with this Amended and Restated Rate and Method of
Apportionment. Residential Property shall be assigned to Land Use Classes 1 through
10 and Non-Residential Property shall be assigned to Land Use Class 11.
Annually on July 1, the Maximum Special Tax “B” shall be increased based on the
percentage change in the Consumer Price Index, with a minimum annual increase of
two percent (2.0%) and a maximum annual increase of six percent (6.0%) per Fiscal
Year.
For FY 2024/25, the current rate provides sufficient revenues to meet the District’s
expenses and there is no need for an increase. The Maximum Special Tax “B”
increased by 5.0% compared to FY 2023/24.
Fiscal Year CPI Rate
Maximum
Assessment per
EBU
Actual
Assessment per
EBU
2020/21 6.00%$1,470.99 $1,470.99
2021/22 4.00%$1,529.83 $1,529.83
2022/23 2.00%$1,560.43 $1,560.43
2023/24 5.00%$1,638.45 $1,560.43
2024/25 5.00%$1,720.38 $1,560.43
Page 304
Community Facilities District No. 2000-03B 2
Fiscal Year 2024/25
COMMUNITY FACILITIES DISTRICT NO. 2000-03B
ANNUAL SPECIAL TAX
FISCAL YEAR 2024/25
Land Use
Class Description Residential Floor Area
Maximum
Special Tax B
1 - 10 Residential Property <1850 Sq. Ft to => 3,450 Sq. Ft 1,720.38$
COMMUNITY FACILITIES DISTRICT NO. 2000-03B
PROPOSED SOURCES AND USES OF FUNDS
Fiscal Year
2024/25 Budget
Sources
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 561,760$
Anticipated Prior Year Delinquencies Collection 4,940
Total Proposed Sources 566,700
Uses
Personnel Services 249,650
Operations and Maintenance 27,500
Contract Services 110,960
Utilities 117,530
Assessment Administration 1,290
Admin./General Overhead 115,270
Total Proposed Uses 622,200
Contribution to/(Use of) Fund Balance (55,500)$
Page 305
Community Facilities District No. 2000-03B 3
Fiscal Year 2024/25
Page 306
Resolution No. 2024-XXX – Page 1 of 2
ATTACHMENT 9
RESOLUTION NO. 2024-XXX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO
CUCAMONGA, CALIFORNIA, RE-ESTABLISHING ANNUAL SPECIAL
TAX FOR COMMUNITY FACILITIES DISTRICT 2001-01
(IMPROVEMENT AREA NOS. 1 AND 2) FOR FISCAL YEAR 2024/25
WHEREAS, the City Council of the City of Rancho Cucamonga, California, (hereinafter referred
to as the "legislative body of the local Agency"), has initiated proceedings, held a public hearing,
conducted an election and received a favorable vote from the qualified electors relating to the levy of a
special tax in a Community Facilities District, all as authorized pursuant to the terms and provisions of
the "Mello-Roos Community Facilities Act of 1982", being Chapter 2.5, Part 1, Division 2, Title 5 of the
Government Code for the State of California. This Community Facilities District shall hereinafter be
referred to as Community Facilities District No. 2001-01 (Improvement Area Nos. 1 and Improvement
Area No. 2) (hereinafter referred to as the "District"); and
WHEREAS, at this time, bonds were previously issued for purposes of financing the project
facilities for said District (the “Prior Special Tax Bonds”); and
WHEREAS, this legislative body, by Ordinance as authorized by Section 53340 of the
Government Code of the State of California, has authorized the levy of a special tax to pay for costs and
expenses related to said District, and this legislative body, by the adoption of Resolution No. 15-149 on
August 5, 2015, previously established the specific rate of the special tax to be collected for the fiscal
year based, in part, upon the debt service payable on the Prior Special Tax Bonds; and
WHEREAS, on July 30, 2015, special tax refunding bonds were issued by the District to refund
the Prior Special Tax Bonds resulting in a reduction in the debt service payable from the special taxes
levied within the District.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA HEREBY
RESOLVES:
SECTION 1: That the above recitals are all true and correct.
SECTION 2: That the specific rate and amount of the special tax to be collected to pay for the
costs and expenses for Fiscal Year 2024/25 for the District are hereby determined and established as set
forth in the attached, referenced and incorporated in the Annual Status Report.
SECTION 3: That the rates as set forth in such Annual Status Report do not exceed the amount
as previously authorized by Ordinance of this legislative body, and are not in excess of that as previously
approved by the qualified electors of the District.
SECTION 4: That the proceeds of the special tax are used to pay, in whole or in part, the costs
of the following, in the following order of priority:
A. Payment of principal of and interest on any outstanding authorized bonded indebtedness;
B. Necessary replenishment of bond reserve funds or other reserve funds;
C. Payment of costs and expenses of administering the District and any bonds of the District;
and
D. Repayment of advances and loans, if appropriate.
Page 307
Resolution No. 2024-XXX – Page 2 of 2
The proceeds of the special taxes shall be used as set forth above, and shall not be used for any
other purpose.
SECTION 5: The special tax shall be collected in the same manner as ordinary ad valorem
property taxes are collected, and shall be subject to the same penalties and same procedure and sale in
cases of any delinquency for ad valorem taxes, and the Tax Collector is hereby authorized to deduct
reasonable administrative costs incurred in collecting any said special tax.
SECTION 6: All monies above collected shall be paid into the District funds, including but not
limited to, any special tax fund, bond fund, and reserve fund.
SECTION 7: The County Auditor is hereby directed to enter in the next county assessment roll
on which taxes will become due, opposite each lot or parcel of land effected in a space marked "public
improvements, special tax", or by any other suitable designation, the installment of the special tax, and
for the exact rate and amount of said tax, reference is made to the attached Annual Status Report.
SECTION 8: The County Auditor shall then, at the close of the tax collection period, promptly
render to this Agency a detailed report showing the amount and/or amounts of such special tax
installments, interest, penalties, and percentages so collected and from what property collected, and also
provide a statement of any percentages retained for the expense of making any such collection.
PASSED, APPROVED, AND ADOPTED this ________ day of ___________ 2024.
Page 308
ATTACHMENT 10
CITY OF RANCHO CUCAMONGA
MELLO-ROOS COMMUNITY
FACILITIES DISTRICT NO. 2001-01
(IMPROVEMENT AREA NO. 1 AND 2)
ANNUAL STATUS REPORT
JULY 2024
Page 309
Community Facilities District No. 2001-01 (Improvement Area No. 1 and 2) 1
Fiscal Year 2024/25
BACKGROUND
On June 20, 2001, an election was held and the property owners within the boundary of
Community Facilities District No. 2001-01 (Improvement Area Nos. 1 and 2) (the
“District”) authorized the District to incur bonded indebtedness in the principal amount of
$14,240,000. On August 15, 2001, the City Council adopted Ordinance No. 01-019
authorizing the issuance of bonds.
Bonds were issued on August 29, 2001, to share in the financing of public street
improvements required for the development of the property within the District; including,
improvements to Day Creek, Victoria Park, Church, Foothill, Base Line and Arbor;
landscaping improvements within public right-of-way; and storm drain and flood control
improvements.
On December 7, 2011, the City Council adopted Resolution No. 11-179 authorizing the
issuance of special tax refunding bonds for this District. The Special Tax Refunding
Bonds, Series 2012, in the principal amount of $9,093,000 were issued on
December 21, 2011. This amount represented the outstanding principal balance of the
original bonds as of this date.
On July 1, 2015, the City Council adopted Resolution No. 15-115 authorizing the
issuance of special tax refunding bonds for this District in conjunction with various other
Community Facilities Districts. The Special Tax Refunding Bonds, Series 2015, were
refunded with a total principal amount of $18,546,000 and were issued on
July 30, 2015.
By authorizing this refunding, the City Council provided savings to the property owners
for the remaining life of the bond issue, which translated to a 12.09% overall reduction
in the annual debt service payment paid by property owners.
The special tax shall be levied only so long as required for each parcel of taxable
property to discharge bond obligations.
Each fiscal year, all Taxable Property within Improvement Area No. 1 and Improvement
Area No. 2 shall be classified as Developed Property, Final Mapped Property, Taxable
Property Owner Association Property, Taxable Public Property, or Undeveloped Property
and all such Taxable Property shall be subject to the levy of Special Taxes in
accordance with the rate and method of apportionment pursuant to the sections below.
The property in Improvement Area No. 1 is residential in use. The property in
Improvement Area No. 2 is primarily commercial and contains Victoria Gardens.
Page 310
Community Facilities District No. 2001-01 (Improvement Area No. 1 and 2) 2
Fiscal Year 2024/25
COMMUNITY FACILITIES DISTRICT NO. 2001-01
ANNUAL SPECIAL TAX
FISCAL YEAR 2024/25
LAND USE
CLASS DESCRIPTION RESIDENTIAL FLOOR AREA ASSIGNED SPECIAL TAX
1 Single Family Property => 3,250 Sq Ft $1,115.90 per Dwelling Unit
2 Single Family Property 2,950 to 3,249 Sq Ft $894.84 per Dwelling Unit
3 Single Family Property 2,650 to 2,949 Sq Ft $805.04 per Dwelling Unit
4 Single Family Property 2,350 to 2,649 Sq Ft $691.32 per Dwelling Unit
5 Single Family Property 2,150 to 2,349 Sq Ft $646.69 per Dwelling Unit
6 Single Family Property 1,950 to 2,149 Sq Ft $594.61 per Dwelling Unit
7 Single Family Property < 1,950 Sq Ft $498.43 per Dwelling Unit
8 Apartment Property Not Applicable $125.94 per Dwelling Unit
9 Non-Residential Property Not Applicable $4,462.52 per Acre
IMPROVEMENT AREA NO. 1
LAND USE
CLASS DESCRIPTION ASSIGNED SPECIAL TAX
1 Apartment Property $125.94 Per Dwelling Unit
2 Other Residential Property $5,721.95 per Acre
3 Non-Residential Property $0.33 Per Sq Ft. of Non-Residential Floor Area
IMPROVEMENT AREA NO. 2
Page 311
Community Facilities District No. 2001-01 (Improvement Area No. 1 and 2) 3
Fiscal Year 2024/25
COMMUNITY FACILITIES DISTRICT NO. 2001-01
PROPOSED SOURCES AND USES OF FUNDS
Fiscal Year
2024/25 Budget
Sources
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 670,450$
Total Proposed Sources 670,450
Uses
Debt Service
Principal Repayments 460,000
Interest Expense 138,920
Subtotal - Debt Service 598,920
Contract Services 2,000
Assessment Administration 55,900
Admin./General Overhead 1,090
Total Proposed Uses 657,910
Contribution to/(Use of) Fund Balance 12,540$
Page 312
Community Facilities District No. 2001-01 (Improvement Area No. 1 and 2) 4
Fiscal Year 2024/25
Page 313
Resolution No. 2024-XXX – Page 1 of 2
ATTACHMENT 11
RESOLUTION NO. 2024-XXX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO
CUCAMONGA, CALIFORNIA, RE-ESTABLISHING ANNUAL SPECIAL
TAX FOR COMMUNITY FACILITIES DISTRICT 2001-01
(IMPROVEMENT AREA NO. 3) FOR FISCAL YEAR 2024/25
WHEREAS, the City Council of the City of Rancho Cucamonga, California, (hereinafter referred
to as the "legislative body of the local Agency"), has initiated proceedings, held a public hearing,
conducted an election and received a favorable vote from the qualified electors relating to the levy of a
special tax in a Community Facilities District, all as authorized pursuant to the terms and provisions of
the "Mello-Roos Community Facilities Act of 1982", being Chapter 2.5, Part 1, Division 2, Title 5 of the
Government Code for the State of California. This Community Facilities District shall hereinafter be
referred to as Community Facilities District No. 2001-01 (Improvement Area No. 3) (hereinafter referred
to as the "District"); and
WHEREAS, at this time, bonds were previously issued for purposes of financing the project
facilities for said District (the “Prior Special Tax Bonds”); and
WHEREAS, this legislative body, by Ordinance as authorized by Section 53340 of the
Government Code of the State of California, has authorized the levy of a special tax to pay for costs and
expenses related to said District, and this legislative body, by the adoption of Resolution No. 15-150 on
August 5, 2015, previously established the specific rate of the special tax to be collected for the fiscal
year based, in part, upon the debt service payable on the Prior Special Tax Bonds; and
WHEREAS, on July 30, 2015, special tax refunding bonds were issued by the District to refund
the Prior Special Tax Bonds resulting in a reduction in the debt service payable from the special taxes
levied within the District.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA HEREBY
RESOLVES:
SECTION 1: That the above recitals are all true and correct.
SECTION 2: That the specific rate and amount of the special tax to be collected to pay for the
costs and expenses for Fiscal Year 2024/25 for the District are hereby determined and established as set
forth in the attached, referenced and incorporated in the Annual Status Report.
SECTION 3: That the rates as set forth in such Annual Status Report do not exceed the amount
as previously authorized by Ordinance of this legislative body, and are not in excess of that as previously
approved by the qualified electors of the District.
SECTION 4: That the proceeds of the special tax are used to pay, in whole or in part, the costs
of the following, in the following order of priority:
A. Payment of principal of and interest on any outstanding authorized bonded indebtedness;
B. Necessary replenishment of bond reserve funds or other reserve funds;
C. Payment of costs and expenses of administering the District and any bonds of the District;
and
D. Repayment of advances and loans, if appropriate.
Page 314
Resolution No. 2024-XXX – Page 2 of 2
The proceeds of the special taxes shall be used as set forth above, and shall not be used for any
other purpose.
SECTION 5: The special tax shall be collected in the same manner as ordinary ad valorem
property taxes are collected, and shall be subject to the same penalties and same procedure and sale in
cases of any delinquency for ad valorem taxes, and the Tax Collector is hereby authorized to deduct
reasonable administrative costs incurred in collecting any said special tax.
SECTION 6: All monies above collected shall be paid into the District funds, including but not
limited to, any special tax fund, bond fund, and reserve fund.
SECTION 7: The County Auditor is hereby directed to enter in the next county assessment roll
on which taxes will become due, opposite each lot or parcel of land effected in a space marked "public
improvements, special tax", or by any other suitable designation, the installment of the special tax, and
for the exact rate and amount of said tax, reference is made to the attached Annual Status Report.
SECTION 8: The County Auditor shall then, at the close of the tax collection period, promptly
render to this Agency a detailed report showing the amount and/or amounts of such special tax
installments, interest, penalties, and percentages so collected and from what property collected, and also
provide a statement of any percentages retained for the expense of making any such collection.
PASSED, APPROVED, AND ADOPTED this _______ day of ___________ 2024.
Page 315
ATTACHMENT 12
CITY OF RANCHO CUCAMONGA
MELLO-ROOS COMMUNITY
FACILITIES DISTRICT NO. 2001-01
(IMPROVEMENT AREA NO. 3)
ANNUAL STATUS REPORT
JULY 2024
Page 316
Community Facilities District No. 2001-01 (Improvement Area 3)
Fiscal Year 2024/25
1
BACKGROUND
On June 20, 2001, an election was held and the property owners within the boundary of
Community Facilities District No. 2001-01 (Improvement Area Nos. 3) (the “District”)
authorized the District to incur bonded indebtedness in the principal amount of
$935,000. On August 15, 2001, the City Council adopted Ordinance No. 01-019
authorizing the issuance of bonds.
Bonds were issued on August 29, 2001, to share in the financing of public street
improvements required for the development of the property within the District; including,
improvements to Day Creek, Victoria Park, Church, Foothill, Base Line and Arbor;
landscaping improvements within public right-of-way; and storm drain and flood control
improvements.
On December 7, 2011, the City Council adopted Resolution No. 11-179 authorizing the
issuance of special tax refunding bonds for this District. The Special Tax Refunding
Bonds, Series 2012, in the principal amount of $9,093,000 were issued on December
21, 2011. This amount represented the outstanding principal balance of the original
bonds as of this date.
On July 1, 2015, the City Council adopted Resolution No. 15-115 authorizing the
issuance of special tax refunding bonds for this District in conjunction with various other
Community Facilities Districts. The Special Tax Refunding Bonds, Series 2015 were
refunded with a total principal amount of $18,546,000 and were issued on July 30,
2015.
By authorizing this refunding, the City Council provided savings to the property owners
for the remaining life of the bond issue, which translated to a 6.29% overall reduction in
the annual debt service payment paid by property owners.
The special tax shall be levied only so long as required for each parcel of taxable
property to discharge bond obligations.
Each fiscal year, all Taxable Property within each Zone of Improvement Area No. 3 shall
be classified as Taxable or Non-Taxable Property and all such Taxable Property shall
be subject to the levy of Special Taxes in accordance with the rate and method of
apportionment pursuant to the section below.
Page 317
Community Facilities District No. 2001-01 (Improvement Area 3)
Fiscal Year 2024/25
2
COMMUNITY FACILITIES DISTRICT NO. 2001-01
ANNUAL SPECIAL TAX
FISCAL YEAR 2024/25
TAXABLE
ACREAGE BOND SHARE ASSIGNED TAX
PER ACRE
ZONE 7-LEGGIO 37.48 8.30% $1,640.00
COMMUNITY FACILITIES DISTRICT NO. 2001-01
PROPOSED SOURCES AND USES OF FUNDS
Fiscal Year
2024/25 Budget
Sources
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 61,470$
Total Proposed Sources 61,470
Uses
Debt Service
Principal Repayments 44,000
Interest Expense 13,460
Subtotal - Debt Service 57,460
Admin./General Overhead 100
Total Proposed Uses 59,560
Contribution to/(Use of) Fund Balance 1,910$
Page 318
Community Facilities District No. 2001-01 (Improvement Area 3)
Fiscal Year 2024/25
3
Page 319
Resolution No. 2024-XXX – Page 1 of 2
ATTACHMENT 13
RESOLUTION NO. 2024-XXX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO
CUCAMONGA, CALIFORNIA, RE-ESTABLISHING ANNUAL SPECIAL
TAX RATE FOR COMMUNITY FACILITIES DISTRICT 2003-01
(IMPROVEMENT AREA NO. 1) FOR FISCAL YEAR 2024/25
WHEREAS, the City Council of the City of Rancho Cucamonga, California, (hereinafter referred to
as the "legislative body of the local Agency"), has initiated proceedings, held a public hearing, conducted an
election and received a favorable vote from the qualified electors relating to the levy of a special tax in a
Community Facilities District, all as authorized pursuant to the terms and provisions of the "Mello-Roos
Community Facilities Act of 1982", being Chapter 2.5, Part 1, Division 2, Title 5 of the Government Code for
the State of California. This Community Facilities District shall hereinafter be referred to as Community
Facilities District No. 2003-01 (Improvement Area No. 1) (hereinafter referred to as the "District"); and
WHEREAS, at this time, bonds have been authorized for purposes of financing the project facilities
for said District; and
WHEREAS, this legislative body, by Ordinance as authorized by Section 53340 of the Government
Code of the State of California, has authorized the levy of a special tax to pay for costs and expenses
related to said District, and this legislative body is desirous to establish the specific rate of the special tax to
be collected for the fiscal year.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA HEREBY
RESOLVES:
SECTION 1: That the above recitals are all true and correct.
SECTION 2: That the specific rate and amount of the special tax to be collected to pay for the
costs and expenses for Fiscal Year 2024/25 for the referenced District are hereby determined and
established as set forth in the attached, referenced and incorporated in the Annual Status Report.
SECTION 3: That the rate as set forth above does not exceed the amount as previously authorized
by Ordinance of this legislative body, and is not in excess of that as previously approved by the qualified
electors of the District.
SECTION 4: That the proceeds of the special tax are used to pay, in whole or in part, the costs of
the following, in the following order of priority:
A. Payment of principal of and interest on any outstanding authorized bonded indebtedness;
B. Necessary replenishment of bond reserve funds or other reserve funds;
C. Payment of costs and expenses of authorized public facilities and public services; and
D. Repayment of advances and loans, if appropriate.
The proceeds of the special taxes shall be used as set forth above, and shall not be used for any
other purpose.
SECTION 5: The special tax shall be collected in the same manner as ordinary ad valorem
property taxes are collected, and shall be subject to the same penalties and same procedure and sale in
Page 320
Resolution No. 2024-XXX – Page 2 of 2
cases of any delinquency for ad valorem taxes, and the Tax Collector is hereby authorized to deduct
reasonable administrative costs incurred in collecting any said special tax.
SECTION 6: All monies above collected shall be paid into the District funds, including but not
limited to, any special tax fund, bond fund, and reserve fund.
SECTION 7: The County Auditor is hereby directed to enter in the next county assessment roll on
which taxes will become due, opposite each lot or parcel of land effected in a space marked "public
improvements, special tax", or by any other suitable designation, the installment of the special tax, and for
the exact rate and amount of said tax, reference is made to the attached Annual Status Report.
SECTION 8: The County Auditor shall then, at the close of the tax collection period, promptly
render to this Agency a detailed report showing the amount and/or amounts of such special tax installments,
interest, penalties, and percentages so collected and from what property collected, and also provide a
statement of any percentages retained for the expense of making any such collection.
PASSED, APPROVED, AND ADOPTED this _______ day of _____________ 2024.
Page 321
ATTACHMENT 14
CITY OF RANCHO CUCAMONGA
MELLO-ROOS COMMUNITY
FACILITIES DISTRICT NO. 2003-01
(IMPROVEMENT AREA NO. 1)
ANNUAL STATUS REPORT
JULY 2024
Page 322
Community Facilities District No. 2003-01 (Improvement Area No. 1)
Fiscal Year 2024/25
1
BACKGROUND
On February 19, 2003, an election was held and the property owners within the
boundary of Community Facilities District No. 2003-01 (Improvement Area No. 1)
authorized the District to incur bonded indebtedness in the principal amount of
$14,645,000. On March 5, 2003, the City Council adopted Ordinance No. 699 approving
the levy of the special tax and on May 21, 2003 approved Resolution No. 03-125
authorizing the issuance of bonds.
The District consists of approximately 229 gross acres, of which 147 acres are
designated as Improvement Area No. 1. The District boundary is located in the eastern
part of the City generally west of Interstate 15, south of Church, north of Arrow and east
of the Southern California Edison easement corridor from Arrow north, to Foothill and
Day Creek from Foothill north, to Church. The District is located within the Victoria
Planned Community.
Bonds were issued on August 20, 2003, to share in the provision of funds for the
purpose of financing the acquisition and construction of the facilities which consist of
Day Creek, Victoria Park, Church, Foothill, Base Line and Arbor; storm drain and flood
control facilities and water and sewer improvements to be owned and operated by
Cucamonga Valley Water District; and a cultural center owned by the City, that includes
a performing arts center, public library and banquet hall/meeting room.
On July 3, 2013, the City Council adopted Resolution No. 13-110 authorizing the
issuance of special tax refunding bonds for this District. The Special Tax Refunding
Bonds, Series 2013, in the principal amount of $14,170,000 were issued on
July 30, 2013. This amount represented the outstanding principal balance of the original
bonds as of this date.
The rates for the District will increase by 2.0 % in Fiscal Year 2024/25 to meet fiscal
obligations for the District. The special tax shall be levied only so long as required for
each parcel of taxable property to discharge bond obligations.
Each fiscal year, all Taxable Property within Zone 1, Zone 2 and Zone 3 of the District
shall be classified as Developed Property or Undeveloped Property and shall be subject
to the levy of Special Taxes in accordance with the rate and method of apportionment
pursuant to the sections below.
Page 323
Community Facilities District No. 2003-01 (Improvement Area No. 1)
Fiscal Year 2024/25
2
COMMUNITY FACILITIES DISTRICT NO. 2003-01
(IMPROVEMENT AREA NO. 1)
Annual Special Tax Fiscal Year 2024/25
ASSIGNED
SPECIAL TAX
(per acre)
BACKUP
SPECIAL TAX
(per acre)NOTE
ZONE 1
DEVELOPED
PROPERTY $6,593.02 $7,272.17
Both Assigned and Backup
can increase 2% every year
ZONE 1
UNDEVELOPED
PROPERTY $0.00 $7,272.17
Backup can increase 2%
every year
ZONE 2
DEVELOPED
PROPERTY $11,926.99 $61,122.28
Both Assigned and Backup
can increase 2% every year
ZONE 2
UNDEVELOPED
PROPERTY $0.00 $19,426.30
Backup can increase 2%
every year
ZONE 3
DEVELOPED
PROPERTY $11,145.24 $17,298.31
Both Assigned and Backup
can increase 2% every year
ZONE 3
UNDEVELOPED
PROPERTY $0.00 $17,298.31
Backup can increase 2%
every year
Proposed Sources and Uses of Funds
Fiscal Year
2024/25 Budget
Sources
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 1,274,850$
Total Proposed Sources 1,274,850
U ses
Debt Service
Principal Repayments 670,000
Interest Expense 504,190
Subtotal - Debt Service 1,174,190
Contract Services 2,000
Assessment Administration 23,910
Admin./General Overhead 910
Total Proposed Uses 1,201,010
Contribution to/(Use of) Fund Balance 73,840$
Page 324
Community Facilities District No. 2003-01 (Improvement Area No. 1)
Fiscal Year 2024/25
3
Page 325
Resolution No. 2024-XXX – Page 1 of 2
ATTACHMENT 15
RESOLUTION NO. 2024-XXX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO
CUCAMONGA, CALIFORNIA, RE-ESTABLISHING ANNUAL SPECIAL
TAX FOR COMMUNITY FACILITIES DISTRICT 2003-01
(IMPROVEMENT AREA NO. 2) FOR FISCAL YEAR 2024/25
WHEREAS, the City Council of the City of Rancho Cucamonga, California, (hereinafter referred
to as the "legislative body of the local Agency"), has initiated proceedings, held a public hearing,
conducted an election and received a favorable vote from the qualified electors relating to the levy of a
special tax in a Community Facilities District, all as authorized pursuant to the terms and provisions of
the "Mello-Roos Community Facilities Act of 1982", being Chapter 2.5, Part 1, Division 2, Title 5 of the
Government Code for the State of California. This Community Facilities District shall hereinafter be
referred to as Community Facilities District No. 2003-01 (Improvement Area No. 2) (hereinafter referred
to as the "District"); and
WHEREAS, at this time, bonds have been authorized for purposes of financing the project
facilities for said District; and
WHEREAS, this legislative body, by Ordinance as authorized by Section 53340 of the
Government Code of the State of California, has authorized the levy of a special tax to pay for costs and
expenses related to said District, and this legislative body is desirous to establish the specific rate of the
special tax to be collected for the fiscal year.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA HEREBY
RESOLVES:
SECTION 1: That the above recitals are all true and correct.
SECTION 2: That the specific rate and amount of the special tax to be collected to pay for the
costs and expenses for Fiscal Year 2024/25 for the referenced District are hereby determined and
established as set forth in the attached, referenced and incorporated in the Annual Status Report.
SECTION 3: That the rate as set forth above does not exceed the amount as previously
authorized by Ordinance of this legislative body, and is not in excess of that as previously approved by
the qualified electors of the District.
SECTION 4: That the proceeds of the special tax are used to pay, in whole or in part, the costs
of the following, in the following order of priority:
A. Payment of principal of and interest on any outstanding authorized bonded indebtedness;
B. Necessary replenishment of bond reserve funds or other reserve funds;
C. Payment of costs and expenses of authorized public facilities and public services; and
D. Repayment of advances and loans, if appropriate.
The proceeds of the special taxes shall be used as set forth above, and shall not be used for any
other purpose.
SECTION 5: The special tax shall be collected in the same manner as ordinary ad valorem
property taxes are collected, and shall be subject to the same penalties and same procedure and sale in
Page 326
Resolution No. 2024-XXX – Page 2 of 2
cases of any delinquency for ad valorem taxes, and the Tax Collector is hereby authorized to deduct
reasonable administrative costs incurred in collecting any said special tax.
SECTION 6: All monies above collected shall be paid into the District funds, including but not
limited to, any special tax fund, bond fund, and reserve fund.
SECTION 7: The County Auditor is hereby directed to enter in the next county assessment roll
on which taxes will become due, opposite each lot or parcel of land effected in a space marked "public
improvements, special tax", or by any other suitable designation, the installment of the special tax, and
for the exact rate and amount of said tax, reference is made to the attached Annual Status Report.
SECTION 8: The County Auditor shall then, at the close of the tax collection period, promptly
render to this Agency a detailed report showing the amount and/or amounts of such special tax
installments, interest, penalties, and percentages so collected and from what property collected, and also
provide a statement of any percentages retained for the expense of making any such collection.
PASSED, APPROVED, AND ADOPTED this _______ day of _________2024.
Page 327
ATTACHMENT 16
CITY OF RANCHO CUCAMONGA
MELLO-ROOS COMMUNITY
FACILITIES DISTRICT NO. 2003-01
(IMPROVEMENT AREA NO. 2)
ANNUAL STATUS REPORT
JULY 2024
Page 328
Community Facilities District No. 2003-01 (Improvement Area 2)
Fiscal Year 2024/25
1
BACKGROUND
On February 19, 2003, an election was held and the property owners within the
boundary of Community Facilities District No. 2003-01 (Improvement Area No. 2) (the
“District”) authorized the District to incur bonded indebtedness in the principal amount of
$2,855,000. On March 5, 2003, the City Council adopted Ordinance No. 699 approving
the levy of the special tax and on May 21, 2003, approved Resolution No. 03-125
authorizing the issuance of bonds.
The District consists of approximately 229 gross acres, of which 82 acres are
designated as Improvement Area No. 2 (Zones 1 and 2). The District boundary is
located in the eastern part of the City generally west of Interstate 15, south of Church,
north of Arrow and east of Southern California Edison easement corridor from Arrow
north, to Foothill and Day Creek from Foothill north, to Church. The District is located
within the Victoria Planned Community.
Bonds were issued on August 20, 2003, to share in the provision of funds for the
purpose of financing the acquisition and construction of the facilities which consist of
Day Creek, Victoria Park, Church, Foothill, Base Line and Arbor; storm drain and flood
control facilities and water and sewer improvements to be owned and operated by
Cucamonga Valley Water District; and a cultural center owned by the City, that includes
a performing arts center, public library and banquet hall/meeting room.
On September 17, 2013, the City Council adopted Resolution No. 13-162 authorizing
the issuance of special tax refunding bonds for this District. The Special Tax Refunding
Bonds, Series 2013, in the principal amount of $2,784,000 were issued on September
30, 2013. This amount represented the outstanding principal balance of the original
bonds as of this date.
The rates for the District will increase by 2.0 % in Fiscal Year 2024/25 to meet fiscal
obligations for the District. The special tax shall be levied only so long as required for
each parcel of taxable property to discharge bond obligations.
Each fiscal year, all Taxable Property within Zone 1 and Zone 2 of the District shall be
classified as Developed Property or Undeveloped Property and shall be subject to the
levy of Special Taxes in accordance with the rate and method of apportionment
determined pursuant to the sections below.
Page 329
Community Facilities District No. 2003-01 (Improvement Area 2)
Fiscal Year 2024/25
2
COMMUNITY FACILITIES DISTRICT NO. 2003-01
(IMPROVEMENT AREA NO. 2)
Annual Special Tax Fiscal Year 2024/25
ASSIGNED
SPECIAL TAX
(per acre)
BACKUP
SPECIAL TAX
(per acre)NOTE
ZONE 1
DEVELOPED
PROPERTY $2,649.35 $4,713.73
Both Assigned and
Backup can
increase 2% every
year
ZONE 1
UNDEVELOPED
PROPERTY $0.00 $4,713.73
Backup can
increase 2% every
year
ZONE 2
DEVELOPED
PROPERTY $8,051.93 $14,282.13
g
Backup can
increase 2% every
year
ZONE 2
UNDEVELOPED
PROPERTY $0.00 $14,282.13
Backup can
increase 2% every
year
Proposed Sources and Uses of Funds
Fiscal Year
2024/25 Budget
Sources
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 217,620$
Total Proposed Sources 217,620
Uses
Debt Service:
Principal Repayments 137,000
Interest Expense 79,550
Subtotal - Debt Service 216,550
Contract Services 2,500
Assessment Administration 5,960
Admin./General Overhead 280
Total Proposed Uses 225,290
Contribution to/(Use of) Fund Balance (7,670)$
Page 330
Community Facilities District No. 2003-01 (Improvement Area 2)
Fiscal Year 2024/25
3
Page 331
Resolution No. 2024-XXX – Page 1 of 2
ATTACHMENT 17
RESOLUTION NO. 2024-XXX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO
CUCAMONGA, CALIFORNIA, RE-ESTABLISHING ANNUAL SPECIAL
TAX FOR COMMUNITY FACILITIES DISTRICT 2004-01 (RANCHO
ETIWANDA ESTATES) FOR FISCAL YEAR 2024/25
WHEREAS, the City Council of the City of Rancho Cucamonga, California, (hereinafter referred to as
the "legislative body of the local Agency"), has initiated proceedings, held a public hearing, conducted an
election and received a favorable vote from the qualified electors relating to the levy of a special tax in a
Community Facilities District, all as authorized pursuant to the terms and provisions of the "Mello-Roos
Community Facilities Act of 1982", being Chapter 2.5, Part 1, Division 2, Title 5 of the Government Code for
the State of California. This Community Facilities District shall hereinafter be referred to as Community
Facilities District No. 2004-01 (Rancho Etiwanda Estates) (hereinafter referred to as the "District"); and
WHEREAS, at this time, bonds have been authorized for purposes of financing the project facilities
for said District; and
WHEREAS, this legislative body, by Ordinance as authorized by Section 53340 of the Government
Code of the State of California, has authorized the levy of a special tax to pay for costs and expenses related
to said District, and this legislative body is desirous to establish the specific rate of the special tax to be
collected for the fiscal year.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA HEREBY
RESOLVES:
SECTION 1: That the above recitals are all true and correct.
SECTION 2: That the specific rate and amount of the special tax to be collected to pay for the costs
and expenses for Fiscal Year 2024/25 for the referenced District is hereby determined and established as set
forth in the attached, referenced and incorporated in the Annual Status Report.
SECTION 3: That the rate as set forth above does not exceed the amount as previously authorized
by Ordinance of this legislative body, and is not in excess of that as previously approved by the qualified
electors of the District.
SECTION 4: That the proceeds of the special tax are used to pay, in whole or in part, the costs of
the following, in the following order of priority:
A. Payment of principal of and interest on any outstanding authorized bonded indebtedness;
B. Necessary replenishment of bond reserve funds or other reserve funds;
C. Payment of costs and expenses of authorized public facilities and public services; and
D. Repayment of advances and loans, if appropriate.
The proceeds of the special taxes shall be used as set forth above, and shall not be used for any
other purpose.
SECTION 5: The special tax shall be collected in the same manner as ordinary ad valorem property
taxes are collected, and shall be subject to the same penalties and same procedure and sale in cases of any
delinquency for ad valorem taxes, and the Tax Collector is hereby authorized to deduct reasonable
Page 332
Resolution No. 2024-XXX – Page 2 of 2
administrative costs incurred in collecting any said special tax.
SECTION 6: All monies above collected shall be paid into the District funds, including but not limited
to, any special tax fund, bond fund, and reserve fund.
SECTION 7: The County Auditor is hereby directed to enter in the next county assessment roll on
which taxes will become due, opposite each lot or parcel of land effected in a space marked "public
improvements, special tax", or by any other suitable designation, the installment of the special tax, and for
the exact rate and amount of said tax, reference is made to the attached Annual Status Report.
SECTION 8: The County Auditor shall then, at the close of the tax collection period, promptly render
to this Agency a detailed report showing the amount and/or amounts of such special tax installments,
interest, penalties, and percentages so collected and from what property collected, and also provide a
statement of any percentages retained for the expense of making any such collection.
PASSED, APPROVED, AND ADOPTED this _______ day of ___________ 2024.
Page 333
ATTACHMENT 18
CITY OF RANCHO CUCAMONGA
MELLO-ROOS COMMUNITY
FACILITIES DISTRICT NO. 2004-01
(RANCHO ETIWANDA ESTATES)
ANNUAL STATUS REPORT
JULY 2024
Page 334
Community Facilities District No. 2004-01 (Rancho Etiwanda Estates)
Fiscal Year 2024/25
1
BACKGROUND
On September 15, 2004, an election was held and the property owners within the
boundary of Community Facilities District No. 2004-01 (the “District”) authorized the
District to incur bonded indebtedness in the maximum principal amount of $45,000,000.
On October 6, 2004, the City Council adopted Ordinance No. 735 approving the levy of
the special tax and on June 7, 2006, approved Resolution No. 06-185 authorizing the
issuance of bonds. Bonds were issued on July 13, 2006, to share in the provision of
funds for the acquisition and construction of certain public facilities, to serve property
located within the District.
The District was authorized to finance the following improvements:
• Day Creek Boulevard - grading, storm drain, sewer, water, dry utilities, streets
and landscaping,
• Etiwanda Avenue - grading, sewer, water, dry utilities, streets, and landscaping;
• Cucamonga Valley Water District ("CVWD") reservoir transmission main,
• Storm drain facilities including the northern property line storm drain and the
Etiwanda Avenue storm drain,
• Park facilities,
• Equestrian facilities,
• School facilities now owned by the Etiwanda School District and by the Chaffey
Joint Union High School District,
• Water and sewer facilities now owned by CVWD which were authorized and
financed from the proceeds of capacity charges levied by CVWD,
• Flood control facilities now owned by the San Bernardino County Flood Control
District and
• Open space owned by the County of San Bernardino.
On January 15, 2014, the City Council adopted Resolution No. 14-005 authorizing the
issuance of special tax refunding bonds for this District. The Special Tax Refunding
Bonds, Series 2014 in the principal amount of $34,384,000 were issued on
February 07, 2014. This amount represented the outstanding principal of the original
bonds as of this date.
The annual special tax is based on the square footage of the home for residential
properties. This special tax shall be levied only so long as required for each parcel of
taxable property to discharge bond obligations.
Page 335
Community Facilities District No. 2004-01 (Rancho Etiwanda Estates)
Fiscal Year 2024/25
2
COMMUNITY FACILITIES DISTRICT NO. 2004-01
(RANCHO ETIWANDA ESTATES)
Term of Special Tax
The Special Tax shall be levied for a period not to exceed fifty years commencing with
Fiscal Year 2005/06 provided, however, that special taxes will cease to be levied in an
earlier fiscal year if the Community Facilities District Administrator has determined (i)
that all required interest and principal payments on the District’s bonds have been paid;
and (ii) all authorized facilities have been constructed.
Annual Special Tax for FY 2024/25
Land Use Category Developed Floor Area
Maximum
Special Tax
Actual
Special Tax
1-Residential Property Greater than 4,000 sq ft $5,555 per unit $4,280 per unit
2-Residential Property 3,801 - 4,000 sq ft $5,325 per unit $4,103 per unit
3-Residential Property 3,601 - 3,800 sq ft $5,151 per unit $3,969 per unit
4-Residential Property 3,401 - 3,600 sq ft $4,896 per unit $3,772 per unit
5-Residential Property Less than 3,400 sq ft $4,410 per unit $3,398 per unit
6-Non-Residential Property NA $14,800 per acre $0.00 per acre
Page 336
Community Facilities District No. 2004-01 (Rancho Etiwanda Estates)
Fiscal Year 2024/25
3
COMMUNITY FACILITIES DISTRICT NO. 2004-01
(RANCHO ETIWANDA ESTATES)
Proposed Sources and Uses of Funds
Fiscal Year
2024/25 Budget
Sources
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 2,350,660$
Interest Revenue 20
Total Proposed Sources 2,350,680
Uses
Debt Service
Principal Repayments 1,387,000
Interest Expense 950,740
Subtotal - Debt Service 2,337,740
Contract Services 2,000
Assessment Administration 18,770
Admin./General Overhead 1,820
Total Proposed Uses 2,360,330
Contribution to/(Use of) Fund Balance (9,650)$
Page 337
Community Facilities District No. 2004-01 (Rancho Etiwanda Estates)
Fiscal Year 2024/25
4
Page 338
Resolution No. 2024-XXX – Page 1 of 2
ATTACHMENT 19
RESOLUTION NO. 2024-XXX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO
CUCAMONGA, CALIFORNIA, RE-ESTABLISHING ANNUAL SPECIAL
TAX FOR COMMUNITY FACILITIES DISTRICT NO. 2006-01
(VINTNER’S GROVE) FOR FISCAL YEAR 2024/25
WHEREAS, the City Council of the City of Rancho Cucamonga, California, (hereinafter referred
to as the "legislative body of the local Agency"), has initiated proceedings, held a public hearing,
conducted an election and received a favorable vote from the qualified electors relating to the levy of a
special tax in a Community Facilities District, all as authorized pursuant to the terms and provisions of
the "Mello-Roos Community Facilities Act of 1982", being Chapter 2.5, Part 1, Division 2, Title 5 of the
Government Code for the State of California. This Community Facilities District shall hereinafter be
referred to as Community Facilities District No. 2006-01 (Vintner’s Grove) (hereinafter referred to as the
"District"); and
WHEREAS, at this time, bonds were previously issued for purposes of financing the project
facilities for said District (the “Prior Special Tax Bonds”); and
WHEREAS, this legislative body, by Ordinance as authorized by Section 53340 of the
Government Code of the State of California, has authorized the levy of a special tax to pay for costs and
expenses related to said District, and this legislative body, by the adoption of Resolution No. 15-151 on
August 5, 2015, established the specific rate of the special tax to be collected for the fiscal year based, in
part, upon the debt service payable on the Prior Special Tax Bonds; and
WHEREAS, on July 30, 2015, special tax refunding bonds were issued by the District to refund
the Prior Special Tax Bonds resulting in a reduction in the debt service payable from the special taxes
levied within the District; and
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA HEREBY
RESOLVES:
SECTION 1: That the above recitals are all true and correct.
SECTION 2: That the specific rate and amount of the special tax to be collected to pay for the
costs and expenses for Fiscal Year 2024/25 for the District are hereby determined and established as set
forth in the attached, referenced and incorporated in the Annual Status Report.
SECTION 3: That the rates as set forth in such Annual Status Report do not exceed the amount
as previously authorized by Ordinance of this legislative body, and are not in excess of that as previously
approved by the qualified electors of the District.
SECTION 4: That the proceeds of the special tax are used to pay, in whole or in part, the costs
of the following, in the following order of priority:
A. Payment of principal of and interest on any outstanding authorized bonded indebtedness;
B. Necessary replenishment of bond reserve funds or other reserve funds;
C. Payment of costs and expenses of administering the District and any bonds of the District;
and
D. Repayment of advances and loans, if appropriate.
Page 339
Resolution No. 2024-XXX – Page 2 of 2
The proceeds of the special taxes shall be used as set forth above, and shall not be used for any
other purpose.
SECTION 5: The special tax shall be collected in the same manner as ordinary ad valorem
property taxes are collected, and shall be subject to the same penalties and same procedure and sale in
cases of any delinquency for ad valorem taxes, and the Tax Collector is hereby authorized to deduct
reasonable administrative costs incurred in collecting any said special tax.
SECTION 6: All monies above collected shall be paid into the District funds, including but not
limited to, any special tax fund, bond fund, and reserve fund.
SECTION 7: The County Auditor is hereby directed to enter in the next county assessment roll
on which taxes will become due, opposite each lot or parcel of land effected in a space marked "public
improvements, special tax", or by any other suitable designation, the installment of the special tax, and
for the exact rate and amount of said tax, reference is made to the attached Annual Status Report.
SECTION 8: The County Auditor shall then, at the close of the tax collection period, promptly
render to this Agency a detailed report showing the amount and/or amounts of such special tax
installments, interest, penalties, and percentages so collected and from what property collected, and also
provide a statement of any percentages retained for the expense of making any such collection.
PASSED, APPROVED, AND ADOPTED this _______ day of ____________ 2024.
Page 340
ATTACHMENT 20
CITY OF RANCHO CUCAMONGA
MELLO-ROOS COMMUNITY
FACILITIES DISTRICT NO. 2006-01
VINTNER’S GROVE
ANNUAL STATUS REPORT
JULY 2024
Page 341
Community Facilities District No. 2006-01 (Vintner’s Grove)
Fiscal Year 2024/25
1
BACKGROUND
On October 18, 2006, an election was held and the property owners within the boundary
of Community Facilities District No. 2006-01 (Vintner’s Grove) (the “District”) authorized
the District to incur bonded indebtedness in the principal amount of $5,800,000. On
November 1, 2006, the City Council adopted Ordinance No. 769 approving the levy of
the special tax and on December 20, 2006 approved Resolution No. 06-401 authorizing
the issuance of bonds. The District boundary is located on the south side of Arrow, east
of Center, north of 26th and west of Haven.
Bonds were issued on January 25, 2007, to share in the provision of funds for the
acquisition of street improvements, landscape improvements within the public right-of-
way and water and sewer improvements.
On July 1, 2015, the City Council adopted Resolution No. 15-115 authorizing the
issuance of special tax refunding bonds for this District in conjunction with various other
Community Facilities Districts. The Special Tax Refunding Bonds, Series 2015 were
refunded with a total principal amount of $18,546,000 and were issued on
July 30, 2015.
By authorizing this refunding, the City Council provided savings to the property owners
for the remaining life of the bond issue, that translated to a 37.85% overall reduction in
the annual debt service payment paid by property owners.
This special tax shall be levied only so long as required for each parcel of taxable
property to discharge bond obligations.
Each fiscal year, all Taxable Property within the District shall be classified as Developed
Property or Undeveloped Property and shall be subject to the levy of Special Taxes in
accordance with the rate and method of apportionment determined pursuant to the
section below.
Page 342
Community Facilities District No. 2006-01 (Vintner’s Grove)
Fiscal Year 2024/25
2
COMMUNITY FACILITIES DISTRICT NO. 2006-01
(VINTNER’S GROVE)
Annual Special Tax for Fiscal Year 2024/25
Floor Plan Home Size (Sq. Ft.)Number of Units Special Tax
Tri-Plex Plan 1 1,335 26 $1,444.32
Tri-Plex Plan 2 1,803 26 $1,664.32
Tri-Plex Plan 3 1,920 26 $1,723.98
SFD Plan 4 2,188 28 $1,932.18
SFD Plan 5 2,627 28 $2,099.98
SFD Plan 6 3,173 22 $2,291.39
Proposed Sources and Uses of Funds
Fiscal Year
2024/25 Budget
Sources
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 288,960$
Anticipated Prior Year Delinquencies Collection 10
Total Proposed Sources 288,970
Uses
Debt Service
Principal Repayments 152,000
Interest Expense 102,630
Subtotal - Debt Service 254,630
Contract Services 2,000
Assessment Administration 12,100
Admin./General Overhead 570
Total Proposed Uses 269,300
Contribution to/(Use of) Fund Balance 19,670$
Page 343
Community Facilities District No. 2006-01 (Vintner’s Grove)
Fiscal Year 2024/25
3
Page 344
Resolution No. 2024-XXX – Page 1 of 2
ATTACHMENT 21
RESOLUTION NO. 2024-XXX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO
CUCAMONGA, CALIFORNIA, RE-ESTABLISHING ANNUAL SPECIAL
TAX FOR COMMUNITY FACILITIES DISTRICT 2006-02 (AMADOR ON
ROUTE 66) FOR FISCAL YEAR 2024/25
WHEREAS, the City Council of the City of Rancho Cucamonga, California, (hereinafter referred
to as the "legislative body of the local Agency"), has initiated proceedings, held a public hearing,
conducted an election and received a favorable vote from the qualified electors relating to the levy of a
special tax in a Community Facilities District, all as authorized pursuant to the terms and provisions of
the "Mello-Roos Community Facilities Act of 1982", being Chapter 2.5, Part 1, Division 2, Title 5 of the
Government Code for the State of California. This Community Facilities District shall hereinafter be
referred to as Community Facilities District No. 2006-02 (Amador on Route 66) (hereinafter referred to as
the "District"); and
WHEREAS, at this time, bonds were previously issued for purposes of financing the project
facilities for said District (the “Prior Special Tax Bonds”); and
WHEREAS, this legislative body, by Ordinance as authorized by Section 53340 of the
Government Code of the State of California, has authorized the levy of a special tax to pay for costs and
expenses related to said District, and this legislative body, by the adoption of Resolution No. 15-152 on
August 5, 2015, established the specific rate of the special tax to be collected for the fiscal year based, in
part, upon the debt service payable on the Prior Special Tax Bonds; and
WHEREAS, on July 30, 2015, special tax refunding bonds were issued by the District to refund
the Prior Special Tax Bonds resulting a reduction in the debt service payable from the special taxes
levied within the District.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA HEREBY
RESOLVES:
SECTION 1: That the above recitals are all true and correct.
SECTION 2: That the specific rate and amount of the special tax to be collected to pay for the
costs and expenses for Fiscal Year 2024/25 for the District is hereby determined and established as set
forth in the attached, referenced and incorporated in the Annual Status Report.
SECTION 3: That the rates as set forth in such Annual Status Report do not exceed the amount
as previously authorized by Ordinance of this legislative body, and are not in excess of that as previously
approved by the qualified electors of the District.
SECTION 4: That the proceeds of the special tax are used to pay, in whole or in part, the costs
of the following, in the following order of priority:
A. Payment of principal of and interest on any outstanding authorized bonded indebtedness;
B. Necessary replenishment of bond reserve funds or other reserve funds;
C. Payment of costs and expenses of administering the District and any bonds of the District;
and
D. Repayment of advances and loans, if appropriate.
Page 345
Resolution No. 2024-XXX – Page 2 of 2
The proceeds of the special taxes shall be used as set forth above, and shall not be used for any
other purpose.
SECTION 5: The special tax shall be collected in the same manner as ordinary ad valorem
property taxes are collected, and shall be subject to the same penalties and same procedure and sale in
cases of any delinquency for ad valorem taxes, and the Tax Collector is hereby authorized to deduct
reasonable administrative costs incurred in collecting any said special tax.
SECTION 6: All monies above collected shall be paid into the District funds, including but not
limited to, any special tax fund, bond fund, and reserve fund.
SECTION 7: The County Auditor is hereby directed to enter in the next county assessment roll
on which taxes will become due, opposite each lot or parcel of land effected in a space marked "public
improvements, special tax", or by any other suitable designation, the installment of the special tax, and
for the exact rate and amount of said tax, reference is made to the attached Annual Status Report.
SECTION 8: The County Auditor shall then, at the close of the tax collection period, promptly
render to this Agency a detailed report showing the amount and/or amounts of such special tax
installments, interest, penalties, and percentages so collected and from what property collected, and also
provide a statement of any percentages retained for the expense of making any such collection.
PASSED, APPROVED, AND ADOPTED this ________ day of _________ 2024.
Page 346
ATTACHMENT 22
CITY OF RANCHO CUCAMONGA
MELLO-ROOS COMMUNITY
FACILITIES DISTRICT NO. 2006-02
(AMADOR ON ROUTE 66)
ANNUAL STATUS REPORT
JULY 2024
Page 347
Community Facilities District No. 2006-02 (Amador on Route 66)
Fiscal Year 2024/25
1
BACKGROUND
On October 18, 2006, an election was held and the property owners within the boundary
of Community Facilities District No. 2006-02 (Amador on Route 66) (the “District”)
authorized the District to incur bonded indebtedness in the principal amount of
$2,980,000. On November 1, 2006, the City Council adopted Ordinance No. 770
approving the levy of the special tax and on December 20, 2006, approved
Resolution No. 06-402 authorizing the issuance of bonds. The District boundary is
located south of Garcia, east of Etiwanda, north of Foothill and west of East.
Bonds were issued on January 25, 2007, to share in the provision of funds for the
acquisition of street improvements, landscape improvements within the public right-of-
way and water and sewer improvements.
On July 1, 2015, the City Council adopted Resolution No. 15-115 authorizing the
issuance of special tax refunding bonds for this District in conjunction with various other
Community Facilities Districts. The Special Tax Refunding Bonds, Series 2015, were
refunded with a total principal amount of $18,546,000 and were issued on
July 30, 2015.
By authorizing this refunding, the City Council provided savings to the property owners
for the remaining life of the bond issue, which translated to a 28.42% overall reduction
in the annual debt service payment paid by property owners.
This special tax shall be levied only so long as required for each parcel of taxable
property to discharge bond obligations.
Each fiscal year, all Taxable Property within the District shall be classified as Developed
Property, Taxable Public Property, Taxable Property Owner Association Property or
Undeveloped Property and shall be subject to the levy of Special Taxes in accordance
with the rate and method of apportionment determined pursuant to the section below.
Page 348
Community Facilities District No. 2006-02 (Amador on Route 66)
Fiscal Year 2024/25
2
COMMUNITY FACILITIES DISTRICT NO. 2006-02 (AMADOR ON ROUTE 66)
Annual Special Tax Fiscal Year 2024/25
Land Use
Class Description Residential Floor Area Residential Floor Area
1 Single Family Detached Property >1,850 Sq. Ft.$ 2,015.67/DU
2 Single Family Detached Property 1,601 - 1,850 Sq. Ft.$ 1,930.49/DU
3 Single Family Detached Property 1,351 - 1,600 Sq. Ft.$ 1,767.29/DU
4 Single Family Detached Property <1,351 $ 1,604.09/DU
5 Non-Residential Property N/A $ 46,345.26/ACRE
Proposed Sources and Uses of Funds
Fiscal Year
2024/25 Budget
Sources
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 183,160$
Total Proposed Sources 183,160
Uses
Debt Service
Principal Repayments 94,000
Interest Expense 60,730
Subtotal - Debt Service 154,730
Contract Services 2,000
Assessment Administration 12,110
Admin./General Overhead 520
Total Proposed Uses 169,360
Contribution to/(Use of) Fund Balance 13,800$
Page 349
Community Facilities District No. 2006-02 (Amador on Route 66)
Fiscal Year 2024/25
3
Page 350
Resolution No. 2024-XXX – Page 1 of 2
ATTACHMENT 23
RESOLUTION NO. 2024-XXX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO
CUCAMONGA, CALIFORNIA, PROVIDING FOR THE LEVY OF SPECIAL
TAX FOR NORTH ETIWANDA COMMUNITY FACILITIES DISTRICT NO.
2017-01 OF THE CITY OF RANCHO CUCAMONGA FOR FISCAL YEAR
2024/25
WHEREAS, the City Council of the City of Rancho Cucamonga, California, (hereinafter referred to as
the "legislative body of the local Agency"), has initiated proceedings, held a public hearing, conducted an
election and received a favorable vote from the qualified electors relating to the levy of a special tax in a
Community Facilities District, all as authorized pursuant to the terms and provisions of the "Mello-Roos
Community Facilities Act of 1982", being Chapter 2.5, Part 1, Division 2, Title 5 of the Government Code for
the State of California. This Community Facilities District shall hereinafter be referred to as North Etiwanda
Community Facilities District No. 2017-01 of the City of Rancho Cucamonga (hereinafter referred to as the
"District"); and
WHEREAS, this legislative body, by Ordinance as authorized by Section 53340 of the Government
Code of the State of California, has authorized the levy of a special tax to pay for costs and expenses related
to the maintenance of certain improvements by the District, and this legislative body is desirous to establish
the specific rate of the special tax to be collected for the fiscal year; and
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA HEREBY
RESOLVES:
SECTION 1: That the above recitals are all true and correct.
SECTION 2: That the specific rate and amount of the special tax to be collected for Fiscal Year
2024/25 for the District are hereby determined and established as set forth Annual Status Report to this
Resolution, which is attached hereto and incorporated herein by reference.
SECTION 3: That the rate as set forth above does not exceed the amount as previously authorized
by the Ordinance, and is not in excess of that as previously approved by the qualified electors of the District.
SECTION 4: That the proceeds of the special tax shall be used, in whole or in part, for the following:
A. Payment of costs and expenses of the operation, maintenance, and servicing of authorized
services pursuant to the Act;
B. Payment of an amount necessary to fund or replenish an operating or capital reserve for the
District; and
C. Payment of a proportionate share of Administrative Expenses as such term is defined in the
Amended Rate and Method.
The proceeds of the special tax shall be used as set forth above, and shall not be used for any other
purpose.
SECTION 5: Special tax shall be collected in the same manner as ordinary ad valorem property
taxes are collected, and shall be subject to the same penalties and same procedure and sale in cases of any
delinquency for ad valorem taxes, and the Tax Collector is hereby authorized to deduct reasonable
administrative costs incurred in collecting any said special tax.
Page 351
Resolution No. 2024-XXX – Page 2 of 2
SECTION 6: All monies above collected shall be paid into the District funds, including but not limited
to, any special tax fund and reserve fund.
SECTION 7: The County Auditor is hereby directed to enter in the next county assessment roll on
which taxes will become due, opposite each lot or parcel of land effected in a space marked "public
improvements, special tax", or by any other suitable designation, the installment of special tax and for the
exact rate and amount of said tax, reference is made to the attached Annual Status Report.
SECTION 8: The County Auditor shall then, at the close of the tax collection period, promptly render
to the District a detailed report showing the amount and/or amounts of such special tax installments, interest,
penalties, and percentages so collected and from what property collected, and also provide a statement of
any percentages retained for the expense of making any such collection.
PASSED, APPROVED, AND ADOPTED this _______ day of _____________ 2024.
Page 352
ATTACHMENT 24
CITY OF RANCHO CUCAMONGA
MELLO-ROOS COMMUNITY
FACILITIES DISTRICT NO. 2017-01
(NORTH ETIWANDA)
ANNUAL STATUS REPORT
JULY 2024
Page 353
Community Facilities District No. 2017-01 (North Etiwanda) 1
Fiscal Year 2024/25
BACKGROUND
On May 2, 2018, the City Council approved Resolution No. 18-029, and established
North Etiwanda Community Facilities District No. 2017-01, (the “District”). On May 2,
2018, the qualified electors of the District, being the owners of the land within the
District, voted to approve the levy of a special tax to pay for certain public services and
the administering of such District. On May 16, 2018, the City Council adopted
Ordinance No. 928 approving the levy of the special tax.
The District was authorized to finance the maintenance of public trails and trailhead
improvements, landscaped areas, parkways, medians and parks and recreation
improvements throughout the District and public right-of-ways, including, but not limited
to, street trees, fencing, irrigation systems, sidewalks, drainage systems, signs,
monuments, graffiti removal, replacement, repair or rehabilitation of playground
equipment, sports fields, parking lots, restrooms, sport field lighting, street lighting and
other improvements placed in parks, trails, medians, landscaped areas, or public right-
of-ways, furnishing of water, electric current or energy, gas, or other illuminating agent
for the operation of any improvement within the District. The maintenance and servicing
of streetlights, traffic signals and appurtenant facilities, including but not limited to
furnishing of electric current, materials, contracted services, and the necessary
maintenance, replacement, and repair required to keep the improvements in operational
and satisfactory condition.
On, July 1 of each Fiscal Year, commencing on July 1, 2019, the Maximum Annual
Special Tax set forth in the table below shall be increased by a minimum of two percent
(2%) to a maximum annual increase of six percent (6%), determined on an annual basis
as needed to satisfy the Special Tax Requirement.
Page 354
Community Facilities District No. 2017-01 (North Etiwanda) 2
Fiscal Year 2024/25
COMMUNITY FACILITIES DISTRICT NO. 2017-01
(NORTH ETIWANDA)
Maximum Special Tax
Fiscal Year
Percentage
Rate Property Description
Maximum Annual
Special Tax
Residential Property 979.52
Undeveloped Property 2,379.52
Residential Property 999.11
Undeveloped Property 2,427.11
Residential Property 1,019.09
Undeveloped Property 2,475.65
Residential Property 1,070.05
Undeveloped Property 2,599.43
Residential Property 1,123.55
Undeveloped Property 2,729.40
6.00%
2.00%
2020/21
2021/22
2024/25 5.00%
2023/24 5.00%
2022/23 2.00%
Annual Special Tax
Property Land Use
Residential Property $0.00 Per Single Family Residence
Non-Residential Property 0.00 Per Acre
Undeveloped Property 20.00 Per Acre
Actual Annual Special Tax
Fiscal Year 2024/25
Proposed Sources and Uses of Funds
Fiscal Year
2024/25 Budget
Sources
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 3,020$
Total Proposed Sources 3,020
Uses
Assessment Administration 1,200
Admin./General Overhead 50
Total Proposed Uses 1,250
Contribution to/(Use of) Fund Balance 1,770$
Page 355
Community Facilities District No. 2017-01 (North Etiwanda) 3
Fiscal Year 2024/25
Page 356
Resolution No. 2024-XXX – Page 1 of 2
ATTACHMENT 25
RESOLUTION NO. 2024-XXX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO
CUCAMONGA, CALIFORNIA, PROVIDING FOR THE LEVY OF SPECIAL
TAX FOR THE RESORT AT EMPIRE LAKES COMMUNITY FACILITIES
DISTRICT NO. 2018-01 OF THE CITY OF RANCHO CUCAMONGA FOR
FISCAL YEAR 2024/25
WHEREAS, the City Council of the City of Rancho Cucamonga, California, (hereinafter referred to as
the "legislative body of the local Agency"), has initiated proceedings, held a public hearing, conducted an
election and received a favorable vote from the qualified electors relating to the levy of a special tax in a
Community Facilities District, all as authorized pursuant to the terms and provisions of the "Mello-Roos
Community Facilities Act of 1982", being Chapter 2.5, Part 1, Division 2, Title 5 of the Government Code for
the State of California. This Community Facilities District shall hereinafter be referred to as The Resort at
Empire Lakes Community Facilities District No. 2018-01 of the City of Rancho Cucamonga (hereinafter
referred to as the "District"); and
WHEREAS, this legislative body, by Ordinance as authorized by Section 53340 of the Government
Code of the State of California, has authorized the levy of a special tax to pay for costs and expenses related
to the maintenance of certain improvements by the City, and this legislative body is desirous to establish the
specific rate of the special tax to be collected for the fiscal year; and
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA HEREBY
RESOLVES:
SECTION 1: That the above recitals are all true and correct.
SECTION 2: That the specific rate and amount of special tax to be collected for Fiscal Year 2024/25
for the District are hereby determined and established as set forth Annual Status Report to this Resolution,
which is attached hereto and incorporated herein by reference.
SECTION 3: That the rate as set forth above does not exceed the amount as previously authorized
by the Ordinance, and is not in excess of that as previously approved by the qualified electors of the District.
SECTION 4: That the proceeds of the special tax shall be used, in whole or in part, for the following:
A. Payment of costs and expenses of the operation, maintenance, and servicing of authorized
services pursuant to the Act;
B. Payment of an amount necessary to fund or replenish an operating or capital reserve for the
District; and
C. Payment of a proportionate share of Administrative Expenses as such term is defined in the
Rate and Method.
The proceeds of the special tax shall be used as set forth above, and shall not be used for any other
purpose.
SECTION 5: Special tax shall be collected in the same manner as ordinary ad valorem property
taxes are collected, and shall be subject to the same penalties and same procedure and sale in cases of any
delinquency for ad valorem taxes, and the Tax Collector is hereby authorized to deduct reasonable
administrative costs incurred in collecting any said special tax.
Page 357
Resolution No. 2024-XXX – Page 2 of 2
SECTION 6: All monies above collected shall be paid into the District funds, including but not limited
to, any special tax fund and reserve fund.
SECTION 7: The County Auditor is hereby directed to enter in the next county assessment roll on
which taxes will become due, opposite each lot or parcel of land effected in a space marked "public
improvements, special tax", or by any other suitable designation, the installment of special tax and for the
exact rate and amount of said tax, reference is made to the attached Annual Status Report.
SECTION 8: The County Auditor shall then, at the close of the tax collection period, promptly render
to the District a detailed report showing the amount and/or amounts of such special tax installments, interest,
penalties, and percentages so collected and from what property collected, and also provide a statement of
any percentages retained for the expense of making any such collection.
PASSED, APPROVED, AND ADOPTED this _______ day of __________ 2024.
Page 358
ATTACHMENT 26
CITY OF RANCHO CUCAMONGA
MELLO-ROOS COMMUNITY
FACILITIES DISTRICT NO. 2018-01
(THE RESORT AT EMPIRE LAKES)
ANNUAL STATUS REPORT
JULY 2024
Page 359
Community Facilities District No. 2018-01 (The Resort at Empire Lakes) 1
Fiscal Year 2024/25
BACKGROUND
On December 19, 2018, the City Council approved Resolution No. 18-136, and established The
Resort at Empire Lakes Community Facilities District No. 2018-01, (the “District”). On December
19, 2018, the qualified electors of the District, being the owners of the land within the District,
voted to approve the levy of a special tax to pay for certain public services and the administering
of such District.
On March 20, 2024, the City Council approved Resolution No. 2024-014, and authorized the
annexation and the annual levy of the territory identified as Annexation No. 1 into the existing
CFD 2018-01.
The District was authorized to finance:
(a) (i) the maintenance of streets, public trails and trailhead improvements, landscaped
areas, parkways, medians, and parks and recreation improvements and public right-of-ways,
including, but not limited to, street trees, fencing, irrigation systems, sidewalks, drainage
systems, signs, monuments, graffiti removal, replacement, repair or rehabilitation of
playground equipment, sports fields, parking lots, restrooms, sport field lighting, street
lighting, traffic signals and appurtenant facilities and other improvements placed in parks,
trails medians, landscaped areas, or public right-of-ways, furnishing of water, electric current
or energy, gas, or other illuminating agent for the operation of any improvement within the
City, (ii) the equipping, furnishing and maintenance of public safety improvements; (iii) the
furnishing of any service authorized under the Act, as may be amended from time to time,
(iv) the furnishing of electric current, materials, contracted services, and the necessary
maintenance, replacement, and repair required to keep such improvements in operational
and satisfactory condition; and (v) the establishment of a reserve fund for the replacement of
any such improvements; and
(b) the incidental expenses which will be incurred, including but not limited to: (i) all costs
associated with the formation of the District, the determination of the amount of and
collection of special taxes, the payment of special taxes, and costs otherwise incurred in
order to carry out the authorized purposes of the District, and (ii) any other expenses
incidental to the provision of the Services.
On July 1 of each Fiscal Year, commencing on July 1, 2020, the dollar amount per EBU for
Developed Property and the dollar amount per acre of Undeveloped Property shall be increased
by a minimum of two percent (2%) to a maximum of six percent (6%), determined on an annual
basis as needed to satisfy the Special Tax Requirement.
For FY 2024/25, the rate will increase from $387.45 to $410.70, or 6.0% per residential unit. The
increase is necessary to sustain the District’s operational costs and future capital replacement.
Page 360
Community Facilities District No. 2018-01 (The Resort at Empire Lakes) 2
Fiscal Year 2024/25
COMMUNITY FACILITIES DISTRICT NO. 2018-01
(THE RESORT AT EMPIRE LAKES)
Land Use Equivalent to EBUs
Property Land Use
Residential Property 1 EBU Per Residential Dwelling Unit
Non-Residential Property
Less than 1 Acre 2 EBUs Per Parcel
Non-Residential Property
More than 1 Acre 2 EBUs Per Acre or portion of thereof
Mixed Use Property
Equivalent Benefit Unit Assigment
The EBU assigment of each Assessor's Parcel
of Mixed Use Property is equal the total of (i) the
Assigned Special Tax that would be Applicable to
Such Assessor's Parcel if it was classified only
as Residential Property and (ii) the Assigned
Special Tax that would be applicable to such
Assessor's Parcel if it was classified as Non-
Residential Property.
Maximum Special Tax
Fiscal Year
Percentage
Rate Property Description
Maximum Annual
Special Tax
Residential Property 337.97
Undeveloped Property 5,548.25
Residential Property 358.25
Undeveloped Property 5,881.15
Residential Property 369.00
Undeveloped Property 6,057.58
Residential Property 387.45
Undeveloped Property 6,360.46
Residential Property 410.70
Undeveloped Property 6,742.092024/25 6.00%
2023/24 5.00%
2020/21 6.00%
2021/22 6.00%
2022/23 3.00%
Actual Annual Special Tax for Fiscal Year 2024/25
Property Land Use
Developed Property $410.70 Per EBU
Undeveloped Property $347.42 Per Acre
Actual Annual Special Tax
Page 361
Community Facilities District No. 2018-01 (The Resort at Empire Lakes) 3
Fiscal Year 2024/25
COMMUNITY FACILITIES DISTRICT NO. 2018-01
(THE RESORT AT EMPIRE LAKES)
Proposed Sources and Uses of Funds
Fiscal Year
2024/25 Budget
Sources
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 570,510$
Transfers In 188,000
Total Proposed Sources 758,510
Uses
Operation & Maintenance 16,480
Contract Services 20,580
Utilities 6,500
Assessment Administration 2,780
Transfer to Special Districts for Services and Facilites 332,060
Capital Reserves 188,000
Total Proposed Uses 566,400
Contribution to/(Use of) Fund Balance 192,110$
Reserved Funds
Operating Capital Total
Reserve Reserve Reserve
Estimated Reserve Fund Balance, June 30, 2024 $39,263 $372,323 $411,586
Contribution to/(Use of) Reserve - Fiscal Year 2024/25 4,110 188,000 192,110
Estimated Reserve Fund Balance, June 30, 2025 $43,373 $560,323 $603,696
FY 2024/25 Annexations
Annexation No.APN Annexation Date Total Units/Acres Property Type
Annexation No. 1 0209-272-20-0000 3/20/2024 83.28 Undeveloped
Page 362
Community Facilities District No. 2018-01 (The Resort at Empire Lakes) 4
Fiscal Year 2024/25
Page 363
Resolution No. 2024-XXX – Page 1 of 2
ATTACHMENT 27
RESOLUTION NO. 2024-XXX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO
CUCAMONGA, CALIFORNIA, PROVIDING FOR THE LEVY OF SPECIAL
TAX FOR THE COMMUNITY FACILITIES DISTRICT NO. 2022-01
(STREET LIGHING SERVICES) OF THE CITY OF RANCHO
CUCAMONGA FOR FISCAL YEAR 2024/25
WHEREAS, the City Council of the City of Rancho Cucamonga, California, (hereinafter referred to as
the "legislative body of the local Agency"), has initiated proceedings, held a public hearing, conducted an
election and received a favorable vote from the qualified electors relating to the levy of a special tax in a
Community Facilities District, all as authorized pursuant to the terms and provisions of the "Mello-Roos
Community Facilities Act of 1982", being Chapter 2.5, Part 1, Division 2, Title 5 of the Government Code for
the State of California. This Community Facilities District shall hereinafter be referred to as Community
Facilities District No. 2022-01 (Street Lighting Services) of the City of Rancho Cucamonga (hereinafter
referred to as the "District"); and
WHEREAS, this legislative body, by Ordinance as authorized by Section 53340 of the Government
Code of the State of California, has authorized the levy of a special tax to pay for costs and expenses related
to the maintenance of certain improvements by the City, and this legislative body is desirous to establish the
specific rate of the special tax to be collected for the fiscal year; and
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA HEREBY
RESOLVES:
SECTION 1: That the above recitals are all true and correct.
SECTION 2: That the specific rate and amount of special tax to be collected for Fiscal Year 2024/25
for the District are hereby determined and established as set forth Annual Status Report to this Resolution,
which is attached hereto and incorporated herein by reference.
SECTION 3: That the rate as set forth above does not exceed the amount as previously authorized
by the Ordinance, and is not in excess of that as previously approved by the qualified electors of the District.
SECTION 4: That the proceeds of the special tax shall be used, in whole or in part, for the following:
A. Payment of costs and expenses of the operation, maintenance, and servicing of authorized
services pursuant to the Act;
B. Payment of an amount necessary to fund or replenish an operating or capital reserve for the
District; and
C. Payment of a proportionate share of Administrative Expenses as such term is defined in the
Rate and Method.
The proceeds of the special tax shall be used as set forth above, and shall not be used for any other
purpose.
SECTION 5: Special tax shall be collected in the same manner as ordinary ad valorem property
taxes are collected, and shall be subject to the same penalties and same procedure and sale in cases of any
delinquency for ad valorem taxes, and the Tax Collector is hereby authorized to deduct reasonable
administrative costs incurred in collecting any said special tax.
Page 364
Resolution No. 2024-XXX – Page 2 of 2
SECTION 6: All monies above collected shall be paid into the District funds, including but not limited
to, any special tax fund and reserve fund.
SECTION 7: The County Auditor is hereby directed to enter in the next county assessment roll on
which taxes will become due, opposite each lot or parcel of land effected in a space marked "public
improvements, special tax", or by any other suitable designation, the installment of special tax and for the
exact rate and amount of said tax, reference is made to the attached Annual Status Report.
SECTION 8: The County Auditor shall then, at the close of the tax collection period, promptly render
to the District a detailed report showing the amount and/or amounts of such special tax installments, interest,
penalties, and percentages so collected and from what property collected, and also provide a statement of
any percentages retained for the expense of making any such collection.
PASSED, APPROVED, AND ADOPTED this ________ day of ___________ 2024.
Page 365
ATTACHMENT 28
CITY OF RANCHO CUCAMONGA
MELLO-ROOS COMMUNITY
FACILITIES DISTRICT NO. 2022-01
(STREET LIGHTING SERVICES)
ANNUAL STATUS REPORT
JULY 2024
Page 366
Community Facilities District No. 2022-01 (Street Lighting Services) 1
Fiscal Year 2024/25
BACKGROUND
On June 1, 2022, the City Council approved Resolution No. 2022-061, and established
Community Facilities District No. 2022-01 (Street Lighting Services) of Rancho
Cucamonga, (the “District”). On June 1, 2022, the qualified electors of the District, being
the owners of the land within the District, voted to approve the levy of a special tax to
pay for certain public services and the administering of such District. On June 15, 2022,
the City Council adopted Ordinance No. 1005 approving the levy of the special tax.
The District was authorized to finance any services which may be funded with proceeds
of the special tax of CFD No. 2022-01, authorized pursuant to Section 53313 of the Act,
including but not limited to all costs attributable to maintaining and servicing street
lights, traffic signals and appurtenant facilities throughout CFD No. 2022-01. 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 to payment of the cost and expense of the forgoing services, proceeds of the
special tax may be expended to pay "Administrative Expenses," as said term is defined
in the Rate and Method. of a reserve fund for the replacement of any such
improvements.
On July 1 of each Fiscal Year, commencing on July 1, 2022, the Maximum Annual
Special Tax set forth in the tables below shall be increased by a minimum of two
percent (2%) to a maximum annual increase of six percent (6%), determined on the
annual basis as needed to satisfy the Special Tax requirement.
For FY 2024/25, all Tax Zones rates will increase by 6.0% per residential unit. The
increase is necessary to sustain the annual operational costs and maintenance of
streetlights.
Page 367
Community Facilities District No. 2022-01 (Street Lighting Services) 2
Fiscal Year 2024/25
COMMUNITY FACILITIES DISTRICT NO. 2022-01
(STREET LIGHTING SERVICES)
Maximum and Actual Special Tax for Fiscal Year 2024/25
Property Land Use Maximum
Special Tax Rate
Actual Special
Tax Rate
Per
Unit/Acre/Parcel
Single Family Residential Property $25.23 $24.03 Unit
Multi-Family Residential Property $25.23 $24.03 Unit
Non-Residential Property $50.46 $48.06 Acre
Undeveloped Property $222.60 $212.00 Parcel
Property Land Use Maximum
Special Tax Rate
Actual Special
Tax Rate
Per
Unit/Acre/Parcel
Single Family Residential Property $83.66 $79.68 Unit
Multi-Family Residential Property $83.66 $79.68 Unit
Undeveloped Property $222.60 $212.00 Parcel
Property Land Use Maximum
Special Tax Rate
Actual Special
Tax Rate
Per
Unit/Acre/Parcel
Single Family Residential Property $52.48 $49.98 Unit
Multi-Family Residential Property $52.48 $49.98 Unit
Non-Residential Property $104.96 $99.96 Acre
Undeveloped Property $222.60 $212.00 Parcel
Property Land Use Maximum
Special Tax Rate
Actual Special
Tax Rate
Per
Unit/Acre/Parcel
Single Family Residential Property $32.23 $30.70 Unit
Multi-Family Residential Property $32.23 $30.70 Unit
Non-Residential Property $64.46 $61.40 Acre
Undeveloped Property $222.60 $212.00 Parcel
Tax Zone No. 1 - Arterials
Tax Zone No. 2 - Residential Local Streets
Tax Zone No. 3 - Victoria Planned Community
Tax Zone No. 4 - Terra Vista Planned Community
Page 368
Community Facilities District No. 2022-01 (Street Lighting Services) 3
Fiscal Year 2024/25
COMMUNITY FACILITIES DISTRICT NO. 2022-01
(STREET LIGHTING SERVICES)
Maximum and Actual Special Tax for Fiscal Year 2024/25 (Continue)
Property Land Use Maximum
Special Tax Rate
Actual Special
Tax Rate
Per
Unit/Acre/Parcel
Single Family Residential Property $71.00 $67.62 Unit
Undeveloped Property $222.60 $212.00 P arcel
Property Land Use Maximum
Special Tax Rate
Actual Special
Tax Rate
Per
Unit/Acre/Parcel
Non-Residential Property $57.21 $54.48 A cre
Undeveloped Property $222.60 $212.00 P arcel
Property Land Use Maximum
Special Tax Rate
Actual Special
Tax Rate
Per
Unit/Acre/Parcel
Single Family Residential Property $65.27 $62.16 Unit
Multi-Family Residential Property $65.27 $62.16 Unit
Non-Residential Property $130.53 $124.32 A cre
Undeveloped Property $222.60 $212.00 P arcel
Property Land Use Maximum
Special Tax Rate
Actual Special
Tax Rate
Per
Unit/Acre/Parcel
Single Family Residential Property $42.06 $40.06 Unit
Multi-Family Residential Property $42.06 $40.06 Unit
Non-Residential Property $84.12 $80.11 A cre
Undeveloped Property $222.60 $212.00 P arcel
Tax Zone No. 7 - North Etiwanda
Tax Zone No. 8 - South Etiwanda
Tax Zone No. 5 - Caryn Planned Community
Tax Zone No. 6 - Commerical Industrial
Page 369
Community Facilities District No. 2022-01 (Street Lighting Services) 4
Fiscal Year 2024/25
COMMUNITY FACILITIES DISTRICT NO. 2022-01
(STREET LIGHTING SERVICES)
Proposed Sources and Uses of Funds
Fiscal Year
2024/25 Budget
Sources
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 41,030$
Total Proposed Sources 41,030
Uses
Assessment Administration 30
Transfers Out
SLD 1 12,990
SLD 2 20,360
SLD 6 7,680
Subtotal - Transfer Out 41,030
Total Proposed Uses 41,060
Contribution to/(Use of) Fund Balance (30)$
FY 2024/25 Annexations
Annexation No.APN Annexation Date Total Units/Acres Property Type
Annexation 2023-3 1061-231-06 6/7/2023 1.00 Single-Family Residence
Annexation 2023-4 1061-711-11 6/7/2023 1.00 Single-Family Residence
Annexation 2023-5 1074-491-24 6/7/2023 1.00 Single-Family Residence
Annexation 2023-6 1061-721-28 6/7/2023 1.00 Single-Family Residence
Annexation 2023-7 1062-121-02 10/4/2023 1.00 Single-Family Residence
Annexation 2023-8 0209-092-09 & 13 10/4/2023 248.00 Multi-Family Residence
Page 370
Community Facilities District No. 2022-01 (Street Lighting Services) 5
Fiscal Year 2024/25
Page 371
Resolution No. 2024-XXX – Page 1 of 2
ATTACHMENT 29
RESOLUTION NO. 2024-XXX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO
CUCAMONGA, CALIFORNIA, PROVIDING FOR THE LEVY OF SPECIAL
TAX FOR THE COMMUNITY FACILITIES DISTRICT NO. 2022-02
(INDUSTRIAL AREA SERVICES) OF THE CITY OF RANCHO
CUCAMONGA FOR FISCAL YEAR 2024/25
WHEREAS, the City Council of the City of Rancho Cucamonga, California, (hereinafter referred to as
the "legislative body of the local Agency"), has initiated proceedings, held a public hearing, conducted an
election and received a favorable vote from the qualified electors relating to the levy of a special tax in a
Community Facilities District, all as authorized pursuant to the terms and provisions of the "Mello-Roos
Community Facilities Act of 1982", being Chapter 2.5, Part 1, Division 2, Title 5 of the Government Code for
the State of California. This Community Facilities District shall hereinafter be referred to as Community
Facilities District No. 2022-02 (Industrial Area Services) of the City of Rancho Cucamonga (hereinafter
referred to as the "District"); and
WHEREAS, this legislative body, by Ordinance as authorized by Section 53340 of the Government
Code of the State of California, has authorized the levy of a special tax to pay for costs and expenses related
to the maintenance of certain improvements by the City, and this legislative body is desirous to establish the
specific rate of the special tax to be collected for the fiscal year; and
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA HEREBY
RESOLVES:
SECTION 1: That the above recitals are all true and correct.
SECTION 2: That the specific rate and amount of special tax to be collected for Fiscal Year 2024/25
for the District are hereby determined and established as set forth Annual Status Report to this Resolution,
which is attached hereto and incorporated herein by reference.
SECTION 3: That the rate as set forth above does not exceed the amount as previously authorized
by the Ordinance, and is not in excess of that as previously approved by the qualified electors of the District.
SECTION 4: That the proceeds of the special tax shall be used, in whole or in part, for the following:
A. Payment of costs and expenses of the operation, maintenance, and servicing of authorized
services pursuant to the Act;
B. Payment of an amount necessary to fund or replenish an operating or capital reserve for the
District; and
C. Payment of a proportionate share of Administrative Expenses as such term is defined in the
Rate and Method.
The proceeds of the special tax shall be used as set forth above, and shall not be used for any other
purpose.
SECTION 5: Special tax shall be collected in the same manner as ordinary ad valorem property
taxes are collected, and shall be subject to the same penalties and same procedure and sale in cases of any
delinquency for ad valorem taxes, and the Tax Collector is hereby authorized to deduct reasonable
administrative costs incurred in collecting any said special tax.
Page 372
Resolution No. 2024-XXX – Page 2 of 2
SECTION 6: All monies above collected shall be paid into the District funds, including but not limited
to, any special tax fund and reserve fund.
SECTION 7: The County Auditor is hereby directed to enter in the next county assessment roll on
which taxes will become due, opposite each lot or parcel of land effected in a space marked "public
improvements, special tax", or by any other suitable designation, the installment of special tax and for the
exact rate and amount of said tax, reference is made to the attached Annual Status Report.
SECTION 8: The County Auditor shall then, at the close of the tax collection period, promptly render
to the District a detailed report showing the amount and/or amounts of such special tax installments, interest,
penalties, and percentages so collected and from what property collected, and also provide a statement of
any percentages retained for the expense of making any such collection.
PASSED, APPROVED, AND ADOPTED this ________ day of __________ 2024.
Page 373
ATTACHMENT 30
CITY OF RANCHO CUCAMONGA
MELLO-ROOS COMMUNITY
FACILITIES DISTRICT NO. 2022-02
(INDUSTRIAL AREA SERVICES)
ANNUAL STATUS REPORT
JULY 2024
Page 374
Community Facilities District No. 2022-02 (Industrial Area Services) 1
Fiscal Year 2024/25
BACKGROUND
On June 1, 2022, the City Council approved Resolution No. 2022-062, and established
Community Facilities District No. 2022-02 (Industrial Area Services) of the City of
Rancho Cucamonga, (the “District”). On June 1, 2022, the qualified electors of the
District, being the owners of the land within the District, voted to approve the levy of a
special tax to pay for certain public services and the administering of such District. On
June 15, 2022, the City Council adopted Ordinance No. 1006 approving the levy of the
special tax.
The District was authorized to finance any services which may be funded with proceeds
of the special tax of CFD No. 2022-02, authorized pursuant to Section 53313 of the Act,
including but not limited to all costs attributed to maintaining and servicing landscape
and tree maintenance, storm drain repair and maintenance, streets and roadway
services, police safety calls and service, and creating a capital reserve account for any
future industrial repairs and maintenance.
In addition to payment of the cost and expense of the forgoing services, proceeds of the
special tax may be expended to pay "Administrative Expenses" as said term is defined
in the Rate and Method.
On July 1 of each Fiscal Year, commencing on July 1, 2022, the Maximum Annual
Special Tax set forth in the tables below shall be increased by a minimum of two
percent (2%) to a maximum annual increase of six percent (6%), determined on the
annual basis as needed to satisfy the Special Tax requirement.
For FY 2024/25, the Actual and Maximum Special Tax rates will increase by 6.0%. The
rate increase is necessary to sustain the services and maintenance within the District.
Page 375
Community Facilities District No. 2022-02 (Industrial Area Services) 2
Fiscal Year 2024/25
COMMUNITY FACILITIES DISTRICT NO. 2022-02
INDUSTRIAL AREA SERVICES
Maximum Special Tax and Actual Special Tax for Fiscal Year 2024/25
Property Land Use
Maximum
Special Tax Rate
Actual Special
Tax Rate
Per
Acre/ADU/Parcel
Industrial Property $ 6,513.28 $ 6,203.12 Acre
Mixed Use Property 13,389.39 12,751.80 Acre
Accessory Dwelling Units 814.16 775.39 ADU
Undeveloped Property 222.60 212.00 Parcel
Tax Zone No. 1
Proposed Sources and Uses of Funds
Fiscal Year
2024/25 Budget
Sources
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 743,590$
Total Proposed Sources 743,590
Uses
Assessment Administration 20
Total Proposed Uses 20
Contribution to/(Use of) Fund Balance 743,570$
FY 2024/25 Annexations
There are no effective annexations for this fiscal year.
Page 376
Community Facilities District No. 2022-02 (Industrial Area Services) 3
Fiscal Year 2024/25
Page 377
Resolution No. 2024-XXX – Page 1 of 2
ATTACHMENT 31
RESOLUTION NO. 2024-XXX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO
CUCAMONGA, CALIFORNIA, DETERMINING THE COST OF SERVICE
TO BE FINANCED BY BENEFIT ASSESSMENTS TO BE LEVIED IN
DRAINAGE AREA NO. 91-2 FOR FISCAL YEAR 2024/25 AND
DETERMINING AND IMPOSING SUCH BENEFIT ASSESSMENTS
WHEREAS, the City Council of the City of Rancho Cucamonga, California, previously undertook
proceedings to authorize the levy and imposition of benefit assessments to pay for the annual drainage
maintenance, including the removal of sediment and debris from the Day Canyon Channel improvements
and basin, pursuant to the terms and provisions of the “Benefit Assessment Act of 1982”, being Chapter
6.4, Division 2, Title 5 of the Government Code of the State of California (commencing with Section
54703), said area of benefit being known and designated as Drainage Area No. 91-2 (the “Drainage
Area”); and
WHEREAS, at this time there has been presented to this City Council an annual Supplemental
Report (the “Supplemental Report”) to the Final Engineer’s Report for the Drainage Area setting forth a
description of the proposed service, cost estimate and assessment schedule for Fiscal Year 2024/25;
and
WHEREAS, at this time this City Council desires to determine the cost of providing authorized
services to be financed by the levy of a benefit assessment for Fiscal Year 2024/25 and to determine and
impose such benefit assessment.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA HEREBY
RESOLVES:
SECTION 1: That the above recitals are all true and correct.
SECTION 2: That the Supplemental Report is hereby approved and ordered to be kept on file in
the Office of the City Clerk as a permanent record and to remain open for public inspection. Said
Supplemental Report generally consists of the following:
A. A description of the service proposed to be financed through revenue derived through the
levy and collection of the benefit assessment;
B. A description of each lot or parcel of property proposed to be subject to the benefit
assessment; and
C. The amount of the proposed assessment for each parcel.
SECTION 3: That the rate and method of apportionment of the benefit assessment as set forth
in the Final Engineer’s Report is hereby adopted and has been utilized as the rate and method of
apportionment of the benefit assessment to be levied in Fiscal Year 2024/25.
SECTION 4: That this City Council hereby determines and orders that the benefit assessments
described in the Supplemental Report within the Drainage Area are hereby confirmed and levied for
Fiscal Year 2024/25.
SECTION 5: That the above confirmed and levied benefit assessment for Fiscal Year 2024/25
shall be collected at the same time and in the same manner as general County property taxes are
Page 378
Resolution No. 2024-XXX – Page 2 of 2
collected and all laws providing for the collection and enforcement of such County taxes shall be
applicable to the collection and enforcement of these benefit assessments.
PASSED, APPROVED, AND ADOPTED this _______ day of ___________ 2024.
Page 379
ATTACHMENT 32
Annual Supplement to the
Final Engineer’s Report
Fiscal Year 2024/25
City of Rancho Cucamonga
Benefit Assessment District No. 91-2
(Drainage Area)
Page 380
Benefit Assessment District No. 91-2 1
Fiscal Year 2024/25
CITY OF RANCHO CUCAMONGA
BENEFIT ASSESSMENT DISTRICT NO. 91-2
(DRAINAGE AREA)
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 Tem
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Ashley N. Stickler, Council Member
CITY STAFF
John R. Gillison, City Manager
Elisa Cox, Assistant City Manager
Jason C. Welday, Director of Engineering Services/City Engineer
Micah Martin, Public Works Director
Noah Daniels, Finance Director
Page 381
Benefit Assessment District No. 91-2 2
Fiscal Year 2024/25
ANNUAL SUPPLEMENT TO
FINAL ENGINEER’S REPORT
BENEFIT ASSESSMENT DISTRICT NO. 91-2
(DRAINAGE AREA)
CITY OF RANCHO CUCAMONGA
TABLE OF CONTENTS
Engineer’s Report
Exhibit A - Description of Service
Exhibit B - Cost Estimate
Exhibit C - Assessment Schedule
Map
Page 382
Benefit Assessment District No. 91-2 3
Fiscal Year 2024/25
AGENCY: CITY OF RANCHO CUCAMONGA
PROJECT: DRAINAGE AREA NO. 91-2
TO: CITY COUNCIL
CITY OF RANCHO CUCAMONGA
STATE OF CALIFORNIA
ANNUAL SUPPLEMENT TO FINAL ENGINEER’S REPORT
PURSUANT TO BENEFIT ASSESSMENT ACT OF 1982
This Annual Supplement to the Final Engineer’s Report (the “Annual Supplement”) for
City of Rancho Cucamonga Drainage Area No. 91-2 is hereby submitted consisting of
the following documents, pursuant to the provisions of the Benefit Assessment Act of
1982, being Chapter 6.4, Division 2, Title 5 of the Government Code of the State of
California, commencing with Section 54703. This Annual Supplement is applicable for
the ensuing 12-month period, being the fiscal year commencing July 1, 2024, to
June 30, 2025.
1. DESCRIPTION OF SERVICE (Exhibit “A”): A description of the service proposed
to be financed through revenue derived from the levy and collection of the annual
benefit assessment.
2. COST ESTIMATE (Exhibit “B”): A listing of all costs and expenses for the next
fiscal year, including incidental expenses.
3. BENEFIT ASSESSMENT SCHEDULE (Exhibit “C”): The annual assessment
schedule, setting forth the following:
A. Annual Benefit Assessment: The amount of the proposed benefit
assessment for each parcel.
B. Description of Parcel: A description of each lot or parcel of property
proposed to be subject to the benefit assessment, said parcel being
described by the County Assessor’s parcel number.
No benefit assessments shall be imposed or levied upon land owned by a Federal or
State governmental agency and/or any other local agency. Any utility property and
Page 383
Benefit Assessment District No. 91-2 4
Fiscal Year 2024/25
right-of-way shall be subject to assessment only to the extent that it is specifically
benefited from the proposed services.
Reference is made to the Final Engineer’s Report as incorporated in Resolution No.
91-331 for a description of the boundaries of the Drainage Area and each parcel therein
and for the method of spreading the benefit assessment.
Executed this _______ day of __________ 2024, at Rancho Cucamonga, California.
DIRECTOR OF ENGINEERING SERVICES/CITY ENGINEER
CITY OF RANCHO CUCAMONGA
STATE OF CALIFORNIA
By: ______________________________
Final approval, confirmation and levy of the annual benefit assessment and all matters
in the Annual Supplement were made on the ________ day of ___________2024, by
the adoption of Resolution No. ____________ by the City Council.
_________________________________
CITY CLERK
CITY OF RANCHO CUCAMONGA
STATE OF CALIFORNIA
A copy of said Assessment Roll and Annual Supplement was filed in the Office of the
City Engineer and the City Clerk on the ________ day of _____________ 2024.
_____________________________________________
CITY CLERK
CITY OF RANCHO CUCAMONGA
STATE OF CALIFORNIA
______________________________________________
DIRECTOR OF ENGINEERING SERVICES/CITY ENGINEER
CITY OF RANCHO CUCAMONGA
STATE OF CALIFORNIA
Page 384
Benefit Assessment District No. 91-2 5
Fiscal Year 2024/25
EXHIBIT A
DESCRIPTION OF SERVICE
The properties within Drainage Area No. 91-2 (“Drainage Area”) are located within the
boundaries of the Day Canyon Drainage Basin area. Protection of the properties within
the Drainage Area from overland flows requires the construction of a 27+ acre-foot
desilting basin and a 1,460+ linear foot concrete drainage channel. The channel
improvements will intercept the overland flows prior to reaching the properties and carry
the storm water runoff, sediment, trash, organic material and related debris to a desilting
basin.
Each year the sediment, trash, organic material and other related debris that
accumulates in the desilting basin and channel must be removed and transported to an
approved spoils site. The services proposed to be financed from the revenue derived
from the levy and collections of the annual benefit assessment are as follows:
A. Monthly on-site inspections of the desilting basin and channel.
B. Bi-monthly weed abatement program for the desilting basin and channel.
C. Removal of accumulated sediment, trash, organic material and other
related debris from the desilting basin and channel to an approved spoils site. This
service is expected to be provided annually. During times of excessive rainfall, this
service may be required more frequently.
Page 385
Benefit Assessment District No. 91-2 6
Fiscal Year 2024/25
EXHIBIT B
COST ESTIMATE
FISCAL YEAR 2024/25
A. Cost of Annual Maintenance
Regular Salaries $15,820
Fringe Benefits 7,910
Subtotal 23,730
B. Incidental Expenses
City Administration 1,300
Administration/General Overhead 3,840
Subtotal 5,140
C. Total Annual Costs 28,870
D. Contribution to/(Use of) Fund Balance -2,230
E. Balance to Assessment
Property Taxes, net of estimated delinquencies 26,200
Delinquencies 440
$26,640
Page 386
Benefit Assessment District No. 91-2 7
Fiscal Year 2024/25
EXHIBIT C
ASSESSMENT SCHEDULE
WHEREAS, this City Council has previously, pursuant to the terms and provisions of the
“Benefit Assessment Act of 1982”, being Chapter 6.4, Division 2, Title 5 of the
Government Code of the State of California, commencing with Section 54703, formed
Drainage Area No. 91-2 all in accordance with the provisions of said Act; and,
WHEREAS, the Annual Supplement for Fiscal Year 2024/25 consisting of certain
documentation (including the amount of the proposed assessment for each parcel, a
description of the parcel and a description of the service proposed to be provided) has
now been prepared.
NOW, THEREFORE, the Director of Engineering Services/City Engineer by virtue of the
power vested pursuant to said Act and by order of the legislative body, hereby makes
and recommends the following benefit assessment to cover the costs and expenses of
the service proposed to be financed through the levy of assessments and revenue
derived for the Fiscal Year 2024/25. Said costs and expenses are generally as follows:
Personnel Salaries $23,730
Incidental Expenses 5,140
Total Costs 28,870
Contribution to/(Use of) Fund Balance -2,230
Balance to Assesment $26,640
I do hereby assess and apportion the total amount of the costs and expenses upon the
several parcels of land within the area of benefit in proportion to the estimated benefits
received and hereby further state as follows:
A. The amount of benefit assessment imposed is specifically related to the
benefit of the parcel, which will be derived from the provision of the service to be
provided.
B. The annual aggregate amount of the total benefit assessment does not
exceed the estimated annual cost of providing the service.
C. The revenue derived from the benefit assessment shall not be used to pay
for the cost of any service other than the service for which the benefit assessment was
levied.
Page 387
Benefit Assessment District No. 91-2 8
Fiscal Year 2024/25
The assessment parcels herein refer to the County Assessment Roll for a description of
the lots or parcels and said assessment roll shall govern for all details concerning the
description of the lots or parcels.
The net amount to be assessed upon the lands has been spread and apportioned by
formula as set forth in the Final Engineer’s Report in accordance with the benefits
received from each parcel and in my opinion, said costs and expenses have been
apportioned in direct relationship to the benefits received from the maintenance works
of improvement.
In the opinion of the undersigned, the benefit assessments have been spread and
apportioned in accordance with the benefits to be received from the proposed work and
services.
Dated: ______________________
_____________________________________________
DIRECTOR OF ENGINEERING SERVICES/CITY ENGINEER
CITY OF RANCHO CUCAMONGA
STATE OF CALIFORNIA
ASSESSMENT PARCEL
NUMBER
PROPERTY
DESCRIPTION
AMOUNT OF
ASSESSMENT
1087-261-01 to 11
1087-271-01 to 42
1087-281-01 to 58
1087-291-01 to 20
1087-301-01 to 35
1087-311-01 to 38
1087-321-01 to 34
1087-331-01 to 61
1087-341-01 to 58
363 Residential Parcels $26,198
Total $26,198
Page 388
Benefit Assessment District No. 91-2 9
Fiscal Year 2024/25
Page 389
The
DATE:July 17, 2024
TO:Mayor and Members of the City Council
FROM:John R. Gillison, City Manager
INITIATED BY:Noah Daniels, Finance Director
Rick Flinchum, Finance Manager
Kelly Guerra, Special Districts Analyst
SUBJECT:Consideration of Resolutions Approving the Special Tax Levy for
Community Facilities Districts Nos. 85-1 and 88-1 for Fiscal Year 2024/25.
(RESOLUTION NOS. FD 2024-018 AND FD 2024-019) (FIRE)
RECOMMENDATION:
Staff recommends that the Fire Board adopt the Resolutions approving the special tax levy for
Community Facilities Districts Nos. 85-1 and 88-1 (each a "District" and collectively the "Districts")
for the Fiscal Year 2024/25.
BACKGROUND:
Annually, before the County's direct assessment enrollment deadline in August, the Fire Board
must adopt a Resolution approving the special tax levy as reflected in each District's respective
Annual Status Report. If approved, staff will file the certified list of all parcels subject to the special
tax levy for each District with the County of San Bernardino to be included in the property owners’
property tax billings.
ANALYSIS:
Each District has specific facilities based on its boundaries and the community it serves. Annually,
staff performs a financial analysis of the revenues and expenditures to ensure the financial
stability of each District, which takes into account the current operational requirements as well as
the expected needs for future capital improvements in the Districts.
The recommended rates are intended to meet the Districts' operational and capital improvement
needs for the upcoming Fiscal Year 2024/25. Numerous external factors, such as inflation,
increased calls for service, and current and future capital improvement, impact the recommended
rates.
A summary of the analysis for each District for Fiscal Year 2024/25:
•An increase from $154.21 to $165.00, or 7.0% but below the maximum allowable rate of
$217.04, is recommended for CFD 85-1. This increase is necessary to sustain the
operating costs for the District and capital improvement expenditures. The District has a
deficit of $954,560, which is covered by the District reserves. This deficit includes the
budgeted capital improvement spending of $647,920 for the ADA improvements at the
Jersey Fire Station 174. The increased personnel costs associated with staffing Fire
Station 178 are offset by the contribution of $2,795,620 from the Fire District General Fund
and do not contribute to the District's operating deficit.
Page 390
Page 2
2
4
4
2
•An increase from $154.21 to $165.00, or 7.0% but below the maximum allowable rate of
$1,835.92, is recommended for CFD 88-1. This increase is necessary as operating costs
have risen similarly to CFD 85-1. Several years ago, the Fire Board approved a rate
reduction for CFD 88-1 to establish tax uniformity with CFD 85-1 for the property owners
in both Districts. Consequently, during each budget process, the Fire District General Fund
approves a fixed amount to support the District's operations and maintenance. For Fiscal
Year 2024/25, the General Fund will contribute $2,780,650 to CFD 88-1 to support
operations.
The table below summarizes the special tax levy (for a single-family residence) for each District
for Fiscal Year 2024/25. The recommended rates comply with and are below the maximum rate
allowed by the District.
District Current
Levy
Recommended
Levy Maximum Levy Notes
CFD 85-1 $154.21 $165.00 $217.04
7.0% increase to reflect
operating costs and capital
improvement project.
CFD 88-1 $59.31 to
$154.21
$63.46 to
$165.00
$702.81 to
$1,835.92
7.0% increase to reflect
operating costs.
FISCAL IMPACT:
The special tax revenues collected for each District are solely used for the services and
administration costs related to that specific District. The District's Annual Status Report details the
estimated expenses for administration, personnel services, and maintenance and operations
within the Districts. As mentioned earlier, the Fire District General Fund's contribution to CFD 88-1
was approved and budgeted by the Fire Board during 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
future by complying with reporting requirements for special taxes to provide public services and
administrative costs for the Districts.
ATTACHMENTS:
Attachment 1 – Resolution CFD 85-1
Attachment 2 – Annual Status Report - CFD 85-1
Attachment 3 – Resolution CFD 88-1
Attachment 4 – Annual Status Report - CFD 88-1
Page 391
Resolution No. FD 2024-XXX – Page 1 of 5
ATTACHMENT 1
RESOLUTION NO. FD 2024-XXX
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE
RANCHO CUCAMONGA FIRE PROTECTION DISTRICT, SAN
BERNARDINO COUNTY, CALIFORNIA, ESTABLISHING THE
ANNUAL SPECIAL TAX FOR COMMUNITY FACILITIES DISTRICT
NO. 85-1 FOR FISCAL YEAR 2024/25
WHEREAS,the Board of Directors of the Rancho Cucamonga Fire Protection District,
California, (formerly Foothill Fire Protection District, hereinafter referred to as the "legislative body"), (a)
initiated proceedings in 1985 to (i) form the Foothill Fire Protection District Community Facilities District
No. 85-1 (“CFD No. 85-1”) and (ii) authorize the levy of special taxes within CFD No. 85-1; (b) held a
public hearing regarding the foregoing and formed CFD No. 85-1; and (c) conducted an election on
December 10, 1985, and more than two-thirds (2/3) of the qualified electors voted in favor of a
proposition authorizing the levy of special taxes in CFD No. 85-1, all as authorized pursuant to the terms
and provisions of the "Mello-Roos Community Facilities Act of 1982," being Chapter 2.5, Part 1, Division
2, Title 5 of the Government Code of the State of California (the “Act”); and
WHEREAS,this legislative body, by ordinance, as authorized by Section 53340 of the
Government Code of the State of California, has authorized the annual levy of a special tax to pay for
costs and expenses related to said CFD No. 85-1 at the rate and apportion the special tax in the
manner specified in the resolution adopted pursuant to Article 2 (commencing with Section 53318 of the
Government Code), except that this Board of Directors may levy the special tax at a lower rate; and
WHEREAS,this Board of Directors desires to levy a special tax in the CFD No. 85-1 for the
Fiscal Year 2024/25
NOW, THEREFORE, THE BOARD OF DIRECTORS OF THE RANCHO CUCAMONGA FIRE
PROTECTION DISTRICT, HEREBY RESOLVES:
SECTION 1: Levy of Special Tax. That the specific rate and amount of the special tax to be
collected to pay for the costs and expenses for the Fiscal Year 2024/25 for the CFD No. 85-1 is hereby
determined and established as set forth in the attached, referenced and incorporated Exhibit "A".
SECTION 2: Exempt Properties. That properties or entities of the State, Federal or other local
governments shall be exempt from such special tax.
SECTION 3: Use of Special Tax. That the proceeds of the special tax shall be used to pay, in
whole or in part, the costs of the following, in the following order of priority:
A. The construction, acquisition, expansion and/or rehabilitation of public facilities, within or for
the benefit of the CFD No. 85-1 generally described as follows:
Fire protection and suppression facilities and appurtenances, including equipment, real property
and other tangible property with an estimated useful life of five years or longer.
B. The services to be provided within the CFD No. 85-1 are generally described as follows:
The performance by employees of functions, operations and maintenance and repair activities in
order to provide fire protection within the CFD No. 85-1.
C. The repayment of advances and loans. The special tax shall be used solely for the purposes
specified above and for no other purpose.
Page 392
Resolution No. FD 2024-XXX - Page 2 of 5
SECTION 4: Annual Adjustment in Maximum Special Tax. Pursuant to authorization of the
qualified electorate, this Board of Directors hereby declares that it shall annually adjust the maximum
special tax based upon the lesser of:
A. changes in cost of living; or
B. changes in cost of living and changes in population as defined in Section 7901 of the
Government Code occurring within the CFD No. 85-1 in the immediately preceding fiscal year.
C. The maximum authorized special tax rates are set forth in the attached referenced and
incorporated Exhibit “B”
SECTION 5: Collection of Special Tax. The special tax shall be collected in the same manner
as ordinary ad valorem property taxes are collected and shall be subject to the same penalties and
same procedure and sale in cases of any delinquency for ad valorem taxes.
PASSED, APPROVED, AND ADOPTED this ______ day of ___________ 2024.
Page 393
Resolution No. FD 2024-XXX - Page 3 of 5
EXHIBIT "A"
ACTUAL SPECIAL TAX FOR FISCAL YEAR 2024/25 IN
MELLO-ROOS COMMUNITY FACILITIES DISTRICT NO. 85-1
RANCHO CUCAMONGA FIRE PROTECTION DISTRICT
Struc tures Actual Annual Spec ial Tax
Residential $165.00 per DU
Multi-Fam ily Res idential 2 DU 1.75 ($165.00)
3 DU 2.25 ($165.00)
4 DU 2.65 ($165.00)
5 - 14 DU 2.65 ($165.00) + {0.35 (TU-4) ($165.00)}
15 - 30 DU 6.15 ($165.00) + {0.30(TU - 14) ($165.00)}
31 - 80 DU 10.65 ($165.00) + {0.25(TU - 30) ($165.00)}
80 - up DU 23.15 ($165.00) + {0.20(TU - 80) ($165.00)}
Comm eric al
Indus trial
Note:DU = Dwelling Unit
TU = Total Units
SF = Building Square Foot
$165.00 per ac re + 0.089 per SF
$165.00 per ac re + 1.09 per SF
Reduction
Commercial and industrial structures shall be granted a $0.01 reduction in the special tax for the
installation of complete sprinkler systems. In addition, multi-floor commercial and industrial structures
shall also be granted a $0.01 reduction (not cumulative) in special tax for each separate floor above or
below the main ground floor of the structure.
Page 394
Resolution No. FD 2024-XXX - Page 4 of 5
EXHIBIT "B"
MAXIMUM SPECIAL TAX FOR FISCAL YEAR 2024/25 IN
MELLO-ROOS COMMUNITY FACILITIES DISTRICT NO. 85-1
RANCHO CUCAMONGA FIRE PROTECTION DISTRICT
Per Capita Cost of Fis cal Year M aximum Spec ial Tax
Living Change 2023/24 Base Fiscal Year 2024/25
1.0420%$208.29 DU $217.04 DU
M ax im um Annual Special Tax
Struc tures Fis c al Year 2024/25
Res idential $217.04 per DU
Multi-Family Residential 2 DU 1.75 ($217.04)
3 DU 2.25 ($217.04)
4 DU 2.65 ($217.04)
5 - 14 DU 2.65 ($217.04) + {0.35 (TU-4) ($217.04)}
15 - 30 DU 6.15 ($217.04) + {0.30(TU - 14) ($217.04)}
31 - 80 DU 10.65 ($217.04) + {0.25(TU - 30) ($217.04)}
80 - Up DU 23.15 ($217.04) + {0.20(TU - 80) ($217.04)}
Com merical
Indus trial
Note:DU = Dwelling Unit
TU = Total Units
SF = Building Square Footage
($217.04) per acre + (0.113) per SF
($217.04) per acre + (0.140) per SF
ANNUAL ADJUSTMENT
The maximum Special Tax shall be annually adjusted commencing on July 1, 2024, and each July 1st
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.
Page 395
Resolution No. FD 2024-XXX - Page 5 of 5
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.
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 on site
•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.
Page 396
ATTACHMENT 2
RANCHO CUCAMONGA
FIRE PROTECTION DISTRICT
MELLO-ROOS COMMUNITY
FACILITIES DISTRICT NO. 85-1
(FOOTHILL FIRE PROTECTION DISTRICT)
ANNUAL STATUS REPORT
JULY 2024
Page 397
Community Facilities District No. 85-1 1
Fiscal Year 2024/25
BACKGROUND
On December 10, 1985, the electors within the boundary of Community Facilities
District No. 85-1 (CFD No. 85-1) the Rancho Cucamonga Fire Protection District
(formerly Foothill Fire Protection District, the “District”) voted in favor of a proposition to
authorize the levy of a special tax for fire suppression services and facilities, to establish
an appropriations limit and to annually adjust the special tax and appropriations limit
based upon changes in the cost of living and changes in population. CFD No. 85-1 is
bounded generally on the north by the 210 Freeway, on the east by Etiwanda, on the
south by 4th and on the west by Archibald.
The maximum special tax shall be annually adjusted for the lesser of (a) changes in
cost of living; or (b) changes in the cost of living and changes in population as defined in
Section 7901 of the Government Code, as amended.
Fiscal Year 2024/25, the maximum tax rate which could be levied is adjusted per (b)
changes in the cost of living and changes in population. The maximum tax rate will
increase from $208.29 to $217.04, or 4.20%. The actual assessment rate will increase
from $154.21 to $165.00 per single-family residence, an increase of 7.0% as compared
to Fiscal Year 2023/24.
Page 398
Community Facilities District No. 85-1 2
Fiscal Year 2024/25
COMMUNITY FACILITIES DISTRICT NO. 85-1
(FOOTHILL FIRE PROTECTION DISTRICT)
ANNUAL SPECIAL TAX FOR FISCAL YEAR 2024/25
Structures Actual Annual Special Tax
Residential $165.00 per DU
Multi-Family Residential 2 DU 1.75 ($165.00)
3 DU 2.25 ($165.00)
4 DU 2.65 ($165.00)
5 - 14 DU 2.65 ($165.00) + {0.35 (TU-4) ($165.00)}
15 - 30 DU 6.15 ($165.00) + {0.30(TU - 14) ($165.00)}
31 - 80 DU 10.65 ($165.00) + {0.25(TU - 30) ($165.00)}
80 - up DU 23.15 ($165.00) + {0.20(TU - 80) ($165.00)}
Commerical
Industrial
Note:DU = Dwelling Unit
TU = Total Units
SF = Building Square Foot
$165.00 per acre + 0.089 per SF
$165.00 per acre + 1.09 per SF
Reduction
Commercial and industrial structures shall be granted a $0.01 reduction in the special
tax for the installation of complete sprinkler systems. In addition, multi-floor commercial
and industrial structures shall also be granted a $0.01 reduction (not cumulative) in
special tax for each separate floor above or below the main ground floor of the
structure.
Page 399
Community Facilities District No. 85-1 3
Fiscal Year 2024/25
COMMUNITY FACILITIES DISTRICT NO. 85-1
(FOOTHILL FIRE PROTECTION DISTRICT)
PROPOSED SOURCES AND USES OF FUNDS
Fiscal Year
2024/25 Budget
Sources
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 7,533,940$
Anticipated Prior Year Delinquencies Collection 35,760
Subtotal - Taxes 7,569,700
CFD Annexations 500
Transfers In 2,795,620
Total Proposed Sources 10,365,820
Uses
Communications 514,700
Fire Suppression 9,629,300
Fire Station Operations and Maintenance 160,540
Vehicle and Equipment Maintenance 38,850
Capital Expenditures 647,920
Admin./General Overhead 329,070
Total Proposed Uses 11,320,380
Contribution to/(Use of) Fund Balance (954,560)$
Page 400
Community Facilities District No. 85-1 4
Fiscal Year 2024/25
Page 401
Resolution No. FD 2024-XXX – Page 1 of 4
ATTACHMENT 3
RESOLUTION NO. FD 2024-XXX
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE RANCHO
CUCAMONGA FIRE PROTECTION DISTRICT, SAN BERNARDINO
COUNTY, CALIFORNIA, ESTABLISHING THE ANNUAL SPECIAL
TAX FOR COMMUNITY FACILITIES DISTRICT NO. 88-1 FOR FISCAL
YEAR 2024/25
WHEREAS, the Board of Directors of the Rancho Cucamonga Fire Protection District, California,
(formerly Foothill Fire Protection District, hereinafter referred to as the "legislative body"), has initiated
proceedings, held a public hearing, conducted an election and received a favorable vote from the qualified
electors relating to the levy of a special tax in a community facilities district, all as authorized pursuant to the
terms and provisions of the "Mello-Roos Community Facilities Act of 1982," being Chapter 2.5, Part 1,
Division 2, Title 5 of the Government Code of the State of California. This community facilities district shall
hereinafter be referred to as Community Facilities District No. 88-1 (hereinafter referred to as the "CFD No.
88-1"); and
WHEREAS, this legislative body, by Ordinance, as authorized by Section 53340 of the
Government Code of the State of California, has authorized the levy of a special tax to pay for costs and
expenses related to said CFD No. 88-1, and this legislative body is desirous to establish the specific rate of
the special tax to be collected for the next fiscal year and to adjust the maximum special tax authorization to
be levied.
NOW, THEREFORE, THE BOARD OF DIRECTORS OF THE RANCHO CUCAMONGA FIRE
PROTECTION DISTRICT, HEREBY RESOLVES:
SECTION 1: That the above recitals are all true and correct.
SECTION 2: That the specific rate and amount of the special tax to be collected to pay for the
costs and expenses for Fiscal Year 2024/25 for the referenced CFD No. 88-1 is hereby determined and
established as set forth in the attached, referenced, and incorporated Exhibit "A".
SECTION 3: That the rate as set forth above does not exceed the amount as previously authorized
by ordinance of this legislative body, and is not in excess of that as previously approved by the qualified
electors of the CFD No. 88-1.
SECTION 4: That the proceeds of the special tax shall be used to pay, in whole or in part, the costs
of the following, in the following order of priority:
A. Payment of principal and interest on any outstanding authorized bonded indebtedness, if any;
B. Necessary replenishment of bond reserve funds or other reserve funds, including sinking funds;
C. Payment of costs and expenses of authorized public facilities and public services, including the
administration of the special tax levy; and
D. Repayment of advances and loans, if appropriate. The proceeds of the special taxes shall be
used as set forth above, and shall not be used for any other purpose.
SECTION 5: That the maximum authorized special tax rates for all developed properties are
hereby adjusted pursuant to Ordinance No. 17. The maximum authorized special tax rates are set forth in
the attached, referenced, and incorporated Exhibit "B".
Page 402
Resolution No. FD 2024-XXX – Page 2 of 4
SECTION 6: The special tax shall be collected in the same manner as ordinary ad valorem
property taxes are collected, and shall be subject to the same penalties and same procedure and sale in
cases of any delinquency for ad valorem taxes, and the Tax Collector is hereby authorized to deduct
reasonable administrative costs incurred in collecting any said special tax.
SECTION 7: All monies above collected shall be paid into the CFD No. 88-1 funds, including any
bond fund and reserve fund.
SECTION 8: The County Auditor is hereby directed to enter in the next County assessment roll on
which taxes will become due, opposite each lot or parcel of land affected in a space marked "public
improvements," "special tax" or by any other suitable designation, the installment of the special tax, and for
the exact rate and amount of said tax reference is made to the attached Exhibit "A".
SECTION 9: The County Auditor shall then, at the close of the tax collection period, promptly
render to the Agency a detailed report showing the amount and/or amounts of such special tax installments,
interest, penalties, and percentages so collected and from what property collected, and also provide a
statement of any percentages retained for the expense of making any such collection.
PASSED, APPROVED, AND ADOPTED this ________ day of ______________ 2024.
Page 403
Resolution No. FD 2024-XXX – Page 3 of 4
EXHIBIT "A"
SPECIAL TAX FOR FISCAL YEAR 2024/25 IN
COMMUNITY FACILITIES DISTRICT NO. 88-1
RANCHO CUCAMONGA FIRE PROTECTION DISTRICT
SPECIAL TAX LEVY SPECIAL TAX LEVY
T AXING CLASSIFICATION FISCAL YEAR 2023/24 FISCAL YEAR 2024/25
1. DEVELOPED PROPERTY
A. Residential Class I $154.21 $165.00
(more than 3,590 SF)
B. Residential Class II 118.62 126.92
(3,077 to 3,589 SF)
C. Residential Class III 94.90 101.54
(2,564 to 3,076 SF)
D. Residential Class IV 83.03 88.84
(2,308 to 2,563 SF)
E. Residential Class V 71.17 76.15
(2,051 to 2,307 SF)
F. Residential Class VI 65.24 69.81
(1,795 to 2,050 SF)
G. Residential Class VII 59.31 63.46
(less than 1,795 SF)
Commercial/Industrial $237.24 per acre or $0.065 $253.85 per acre or $0.070
Property per sq.ft of building area, per sq.ft of building area,
whichever is greater whichever is greater
2. APPROVED PROPERTY $106.75 per lot or parcel $114.22 per lot or parcel
3. VACANT PROPERTY $5.93 per acre $6.35 per acre
SF = Square Feet
Page 404
Resolution No. FD 2024-XXX – Page 4 of 4
EXHIBIT "B"
SPECIAL TAX FOR FISCAL YEAR 2024/25 IN
COMMUNITY FACILITIES DISTRICT NO. 88-1
RANCHO CUCAMONGA FIRE PROTECTION DISTRICT
MAXIMUM SPECIAL TAX RATE
TAXING CLASSIFICATION FISCAL YEAR 2023/24 FISCAL YEAR 2024/25
1. DEVELOPED PROPERTY
A. Residential Class I $1,761.92 $1,835.92
(more than 3,590 SF)
B. Residential Class II 1,351.03 $1,407.77
(3,077 to 3,589 SF)
C. Residential Class III 1,078.14 $1,123.42
(2,564 to 3,076 SF)
D. Residential Class IV 944.98 $984.66
(2,308 to 2,563 SF)
E. Residential Class V 808.67 $842.63
(2,051 to 2,307 SF)
F. Residential Class VI 746.92 $778.29
(1,795 to 2,050 SF)
G. Residential Class VII 674.49 $702.81
(less than 1,795 SF)
Commercial/Industrial $2,711.83 per acre or $0.21922 $2,825.72 per acre or $0.22843
Property per sq.ft of building area,per sq.ft of building area,
whichever is greater whichever is greater
2. APPROVED PROPERTY $200 per lot or parcel $200 per lot or parcel
3. VACANT PROPERTY $10.00 per acre $10.00 per acre
SF = Square Feet
NOTE: Escalation of the maximum special rate. Calculation formula Fiscal Year 2024/25.
Population CPI*
Change Change Factor
1 X 1.0420 =1.0420
*CPI - California Per Capita Personal Income
Page 405
ATTACHMENT 4
RANCHO CUCAMONGA
FIRE PROTECTION DISTRICT
MELLO-ROOS COMMUNITY
FACILITIES DISTRICT NO. 88-1
(FIRE PROTECTION DISTRICT)
ANNUAL STATUS REPORT
JULY 2024
Page 406
Community Facilities District No. 88-1 1
Fiscal Year 2024/25
BACKGROUND
On April 4, 1989, the qualified voters approved the formation of Mello-Roos Community
Facilities District No. 88-1 (“CFD No. 88-1”) and authorized CFD No. 88-1 to annually
levy a special tax to provide for fire protection services within northeast Etiwanda. On
May 19, 1989, the Board of Directors of the Rancho Cucamonga Fire Protection District
(formerly Foothill Fire Protection District) adopted an Ordinance authorizing the
CFD No. 88-1, by Resolution, to annually levy a special tax in CFD No. 88-1 for
purposes of land acquisition, fire station construction, purchase of equipment and
operations and maintenance costs for fire protection services. CFD No. 88-1 is located
within the boundaries of Highland, Cherry, Day Creek Channel and the San Bernardino
National Forest.
The maximum special tax shall be annually adjusted for the lesser of (a) changes in
cost of living; or (b) changes in the cost of living and changes in population as defined in
Section 7901 of the Government Code, as amended, whichever is lesser.
Fiscal Year 2024/25, the maximum tax rate which could be levied is adjusted per (b)
changes in the cost of living and changes in population. The maximum tax rate will
increase from $1,761.92 to $1,835.92, or 4.20%. The actual assessment rate will
increase from $154.21 to $165.00, an increase of 7.0% as compared to Fiscal Year
2023/24.
Page 407
Community Facilities District No. 88-1 2
Fiscal Year 2024/25
COMMUNITY FACILITIES DISTRICT NO. 88-1
(FIRE PROTECTION DISTRICT)
ANNUAL SPECIAL TAX FISCAL YEAR 2024/25
SPECIAL TAX LEVY SPECIAL TAX LEVY
TAXING CLASSIFICATION FISCAL YEAR 2023/24 FISCAL YEAR 2024/25
1. DEVELOPED PROPERTY
A. Residential Class I $154.21 $165.00
(more than 3,590 SF)
B. Residential Class II 118.62 126.92
(3,077 to 3,589 SF)
C. Residential Class III 94.90 101.54
(2,564 to 3,076 SF)
D. Residential Class IV 83.03 88.84
(2,308 to 2,563 SF)
E. Residential Class V 71.17 76.15
(2,051 to 2,307 SF)
F. Residential Class VI 65.24 69.81
(1,795 to 2,050 SF)
G. Residential Class VII 59.31 63.46
(less than 1,795 SF)
Commercial/Industrial $237.24 per acre or $0.065 $253.85 per acre or $0.070
Property per sq.ft of building area, per sq.ft of building area,
whichever is greater whichever is greater
2. APPROVED PROPERTY $106.75 per lot or parcel $114.22 per lot or parcel
3. VACANT PROPERTY $5.93 per acre $6.35 per acre
SF = Square Feet
Page 408
Community Facilities District No. 88-1 3
Fiscal Year 2024/25
COMMUNITY FACILITIES DISTRICT NO. 88-1
(FIRE PROTECTION DISTRICT)
PROPOSED SOURCES AND USES OF FUNDS
Fiscal Year
2024/25 Budget
Sources
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 480,620$
Anticipated Prior Year Delinquencies Collection 6,220
Subtotal - Taxes 486,840
Transfers In 2,780,650
Total Proposed Sources 3,267,990
Uses
Fire Administration 25,000
Communications 128,690
Fire Suppression 2,926,510
Fire Station Operations and Maintenance 53,200
Admin./General Overhead 130,110
Total Proposed Uses 3,263,510$
Page 409
Community Facilities District No. 88-1 4
Fiscal Year 2024/25
Page 410
DATE:July 17, 2024
TO:Mayor and Members of the City Council
FROM:John R. Gillison, City Manager
INITIATED BY:Matthew Burris, Deputy City Manager, Community and Economic
Development
Matt Marquez, Director of Planning and Economic Development
Jennifer Nakamura, CNU-A, Deputy Director of Planning
Bond Mendez, CPD, Associate Planner
SUBJECT:Preliminary Review Hearing to Consider a Proposed Master Plan
Application for a Commercial Development that Would Include Site
Specific Development Standards at the Northwest Corner of Base Line
Road and Day Creek Marketplace. (CITY)
RECOMMENDATION:
Staff is recommending the following:
1. That the City Council consider policy implications of a proposed master plan to include
building frontage, ground floor transparency, and reduced floor area ratio for commercial
requirements within a specific project site located on Base Line Road, between Day
Creek Boulevard and Rochester Avenue.
2. That the Council provide comments so that the applicant can consider whether to
proceed with the applications, recognizing that the Council’s direction is not an approval,
nor a guarantee of future approval, nor a guarantee of future recommendation of
approval from staff.
BACKGROUND:
In August 2021, the City Council adopted a policy on providing early Council feedback on
applicant-initiated General Plan amendments, Specific Plans, Master Plans, or Development
Code amendments, which are considered legislative actions that vest considerable discretion in the
City Council. The request is for a master plan. This early feedback from Council is to be provided
via an administrative hearing. This policy is attached to this staff report for reference as
Attachment 1.
In summary, the intent of this policy is that, after receiving early Council feedback, the applicant
can decide whether to pursue the legislative amendment, and the other entitlements for their
project prior to investing significant cost and resources into a project, with the Council’s
preliminary policy considerations in mind.
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In December 2021, the City Council adopted the current General Plan that lays out the vision of
the City for the next 20 years. The City’s 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”
through the community’s core values of health, equity and stewardship. The vision and core
values are upheld in the “big ideas” of the General Plan. The General Plan outlines goals and
policies for design and development that speak directly to those core values and ideas which
stem directly from the public feedback received during the General Plan update process.
Following the adoption of the current General Plan on December 15, 2021, the City Council
adopted a comprehensive update to the Development Code intended to effectuate the General
Plan’s vision. Central to the updated Development Code was the creation of the Form- Based Code
(FBC). The FBC establishes place-based standards for certain areas of the City and represents an
alternative to conventional zoning, which focuses more on the separation of land uses.
Furthermore, the FBC contains objective, measurable development standards as required by recent
updates to state law.
The purpose of a master plan is to allow for the coordinated comprehensive planning of a subarea
of the city to accomplish any of the following objectives:
•Protect a unique environmental, historical, architectural, or other significant area feature(s)
that cannot be adequately protected by adoption of another land use zone.
•Allow the development of an exceptional project design for a larger area that cannot be
built under an existing zone or due to constraints of existing development standards.
•Further the implementation of specific goals and policies of the city as provided in the
general plan.
•"Plan ahead" and look beyond the limits of a particular property to solve circulation,
drainage, and neighborhood compatibility problems.
•Provide flexibility for developments beyond conventional zoning regulations to address
special or unique needs or characteristics.
A master plan should cover a broader area and multiple projects, operating more at the conceptual
level, primarily for visioning and policy purposes. The City has adopted various master plans for
large-scale projects that have met these objectives and are consistent with and in conformance
with the General Plan policies and goals in place at the time of adoption. In contrast, site plans
operate at more of a single site level, are more precise and technical, and are used for regulatory
and construction purposes.
The applicant, Lewis Group, is considering future development of their parcel at the northwest
corner of Base Line Road and Day Creek Marketplace, which is within the Neighborhood Center
General Plan land use designation with a corresponding implementing zone of Neighborhood
General 3 - Limited. The site is approximately 0.92 acres with approximately 130 linear feet of
frontage along Base Line Road (Figure 1). The applicant is considering developing a project for
a single drive-thru tenant where the project is not in compliance with multiple development
standards under the form-based code. To mold the site to the proposed use, the Lewis Group has
requested consideration of a master plan for this single site, modifying specific standards, based
on their research and analysis of development requirements within the Development Code.
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Figure 1 - Project Site
ANALYSIS:
Some of the policy considerations that the Council might consider as part of their initial feedback
on the subject project may include neighborhood impacts, economic development, and whether
the use is appropriate for the site. Below is a summary of the proposed legislative changes with
an analysis by staff.
Summary of Proposed Legislative Changes
1. Modification to required ground floor transparency. The intent of transparent street facing
facades is to build and maintain the relationship between building facades and the public
realm, and to eliminate stark building facades along the streetscape. This requirement
provides for better interaction with the frontage along Base Line Road, allowing for increased
connectivity from the private business to the public way. The code requires a minimum of 50
percent of commercial ground floor street facing facades between two and seven feet in height
shall be transparent window surface and a minimum of 70 percent of shopfront entrance and
facade shall be transparent windows and doors, transom windows, and a solid shopfront base.
The applicant is concerned that this may result in an undesired view of the interior of a building
should there be a layout where there are back-of-house operations or non-operational floor
areas visible from the public way as the applicant is considering a development design with
the storefront transparency, but the floor plan layout would lead to visibility of back of house
operations.
Pros: Staff has not identified any pros of a design with reduced transparency along the street
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facing façade.
Cons: The applicant is proposing a building where the floor area layout has back-of-house
operations close to the street frontages and the transparency requirement would lead to
visibility of areas with kitchen operations, utilities, trash receptacles, restrooms, etc. The
proposed tenant is a drive-through only restaurant with the drive aisle at the rear of the building
to avoid the street facing drive-through lane however, the remaining portion of the building
layout is not conducive to the shopfront façade at the street. There is no interaction between
the drive-through use and the public realm other than an ancillary walk-up order window which
provides only minimum transparency. The applicant has offered to provide outdoor seating
but that would still be limited to on-site pedestrian activity of potential patrons of the restaurant.
Should the hours of operation offer limited hours during the day and/or non-operating days,
this would result in a site that is not open to the public and is not utilized in the most
economically efficient manner, nor does it promote or contribute to a walkable destination.
The applicant is moving away from the modern mixed use design standards and moving more
toward a prior suburban auto oriented standard for this site. The proposed design would result
in a development that is in direct conflict with designing for people first in achieving the vision
of the General Plan.
2. Modifications to building placement within private frontage areas (secondary). The code
requires building placement within at least 30% of the secondary street frontage width. This
design standard provides opportunity for interaction and connectivity between the building(s)
secondary street fronts to the public way and encourages building footprints with storefronts
to carry through the building. It allows for multitenant buildings to have visibility from the public
way. This also allows for landscaping designs to compliment storefront streetscape design
with large shade canopies and combats the urban heat island effect. The applicant has
inquired about using projections such as an accessory attached canopy to help meet this
requirement as the speculative building footprint does not meet the frontage width
requirements.
Pros: Staff has not identified any pros of a design that does not meet the building placement
regulations.
Cons: The single tenant user and building design provides only the minimum frontage and
limits opportunity for economic growth and fails to provide the opportunity for multiple services
and goods to adjacent and nearby residents. The property owner does not have an interest in
establishing a multitenant non-residential building nor a mixed-use building where the
proposed use could serve an immediately adjacent residence. The design also includes a
potential canopy projection over the drive-through lane as part of the building to fit within the
30% frontage requirement, but this does not meet the intent of the requirement. A goal of the
general plan is to have human-scale design with all new projects. Two policies, LC-2.1
Building Orientation and LC-2.2 Active Frontages, require that buildings are placed near street
frontages and have active functions such as entries, lobbies, bike parking, etc., and that the
buildings have attractive facades to encourage walking, biking, and public transit as a primary
mobility mode. The applicant is essentially requesting to deviate from the mixed-use design
standards and go back to a prior suburban design model for this one site. Furthermore, the
site is less than 200 feet from a nearby boutique hotel opening in a few months as well as
residential uses. Relegating this site to an auto oriented use is inconsistent with the “big idea”
of designing for people first. This is a key site that could provide a neighborhood scale “third
space” within walking distance of residents and visitors.
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3. Reduction in Floor Area Ratio (FAR). The required FAR range for the site is 0.2 - 0.4 in the
NG3-L zone. This standard would require between approximately 8,000 - 16,000 square feet
of non-residential floor area for this specific site. The applicant is considering a development
that is exclusively non-residential and does not intend to provide a development that meets
the minimum FAR requirements. The General Plan designation for this area envisions a center
suburban in character with mixed-use and commercial uses and providing ground floor activity
including shopfronts and outdoor seating along the corridor.
Pros: Each property has a specific FAR range according to the General Plan designation.
Staff has not identified any pros to providing a development that does not meet the minimum
FAR requirement.
Cons: The applicant is considering a project that would result in an FAR with less than the
minimum requirement. This will limit economic development and job growth within a site that
is designated for at least 8,000 square feet FAR. Again, the applicant is proposing to develop
the site for a single tenant and does not intend to provide a larger structure which would
conform to the minimum FAR and may allow for additional tenant spaces. Understanding the
business model of the proposed tenant does not necessitate a larger footprint, however, the
design is self-limiting and is not an exceptional design that would provide for the intended use
of the site. The functionality and concept of a vehicle-oriented business with the drive-through
restaurant as the only use on this property is not consistent with the vision of the General
Plan. The City understands that a development project for a specific unique tenant may not
be able to meet the maximum FAR requirement but there is still an opportunity for a right-
sized development to occur on this site. In this case, the proposed development is an under-
utilization of the land and locks in a lower performing revenue per acre model (an old suburban
model) for the next 40-50 years rather than utilizing a higher performing revenue per acre
model (newer urban vertical model).
A Master Plan is fundamentally a tool for use in larger area where multiple projects would be built
to establish a defining vision and policy for those projects. An example is the Epicenter Master
Plan recently adopted by the City Council. Development based Master Plans include the previous
Town Center Master Plan at Haven and Foothill and the Victoria Gardens Master Plan. These
plans contemplated a large mix of uses considering circulation, compatibility and parking needs
to create vibrant places for people to live, work and play. These plans were early iterations of
mixed-use developments that could not be designed with conventional zoning and were an
extension of the General Plan’s vision for better synergy between commercial, office, retail and
civic uses. This Master Plan proposal does not include multiple projects, does not operate at the
vision or policy level, does not protect unique environmental, historical, architectural, or other
significant area feature(s) and does not look beyond the limits of a particular property to solve
circulation, drainage, and neighborhood compatibility problems. It is in essence a site plan
designed to address incompatibilities between the special or unique needs or characteristics of a
single user whose business model does not fit with the design parameters of the larger zoning
and development standards for this zone, citywide. As such, the Master Plan is fundamentally the
wrong tool and using the Master Plan in this way will open its use citywide by applicants seeking
deviations from the City’s design and development parameters.
In conclusion, after the administrative hearing, the applicant can determine if they would like to
continue through the standard development review process. If the City Council’s input is not
positive, staff shall use this feedback to problem solve with the applicant and make
recommendations to the developer for project revisions to address input provided or work on a
redesigned or different project.
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FISCAL IMPACT:
There is no fiscal impact at this time as this recommendation only involves policy discussions
related to certain standards generally and to a potential development application.
COUNCIL MISSION / VISION / VALUE(S) ADDRESSED:
Considering the potential application prior to the applicant formally submitting an application as
part of the master plan process achieves the Council Core Value of “Working together
cooperatively and respectfully with each other, staff, and all stakeholders.” As the applicants are
still early in the development process, this discussion with the City Council represents a good faith
effort to vet major project concerns and questions prior to the developer investing significant cost
and resources into formally proposing development at these sites.
ATTACHMENTS:
Attachment 1 - Council Policy on Legislative Planning Applications
Page 416
DATE:August 18, 2021
TO:Mayor and Members of the City Council
FROM:John R. Gillison, City Manager
INITIATED BY:Matt Burris, Deputy City Manager of Community Development
SUBJECT:City Policy Pertaining to Early Feedback on General Plan Amendments,
Planned Community, Master Plan and Specific Plan Amendments, and
Development Code Amendments. (CITY)
RECOMMENDATION:
Staff recommends that the City Council receive, file and adopt the attached policy on providing
early Council feedback on General Plan amendments, Specific Plan, Planned Community or
Master Plan Amendments, or Development Code Amendments.
BACKGROUND:
The General Plan and Development Code are the primary documents that regulate the physical
development of the city. Additionally, in many areas of the city, Specific Plans, Planned
Communities, and master plans serve to regulate land use in place of the Development Code or
as a bridge between the General Plan and the Development Code. These documents regulate
land uses, infrastructure, and the mitigation of impacts. Under the Development Code, only the
City Council, Planning Commission, Planning Director, or a property owner may initiate
applications for these legislative amendments. In many cases, property owners (or their agents)
who apply for projects that may require multiple entitlements spend several years and thousands
of dollars designing a proposed project before ever knowing whether the City Council has any
interest in considering the necessary legislative change for the project.
ANALYSIS:
While the City typically receives limited applications for legislative changes such as General Plan
amendments, there are currently several such applications undergoing review by the Planning
Department. These types of legislative approvals can only be granted by the City Council and
have separate and distinct policy implications apart from the merits of a project. In order, however,
for an application to be considered by the City Council (under present policy and process), that
application must first undergo review and analysis by City staff, potential consideration by the
Design Review Committee, environmental analysis under CEQA, and consideration by the
Planning Commission. This process can easily take up to 18+ months and require an applicant
to spend thousands of dollars for design and studies, all before they have any understanding
whether the City Council has an interest in approving such a legislative change, which may be
necessary before any other entitlements needed for a project may be approved. In practice, staff
is finding that this approach causes a greater degree of uncertainty for the applicant and further
complicates the development review process for city staff, particularly in situations with competing
interests.
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ATTACHMENT 1
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There is another alternative; some cities allow for an applicant to seek preliminary feedback from
the city council in connection with the merits of a General Plan amendment or other legislative
changes. After the Council provides its feedback on the proposed legislative amendment, the
applicant can decide whether to pursue the legislative amendment, and the other entitlements for
the applicant’s proposed project, with the Council’s preliminary policy considerations in mind. This
opportunity provides the applicant with more information about whether the proposed project is
likely to be successful after the application has been processed by staff. Rancho Cucamonga’s
past practice, dating back to the 1980’s, was to request initial authorization by the City Council
prior to beginning any amendments to the development code or any Specific Plan, Planned
Community or Master Plan that included more than one parcel or project (i.e., Town Square
Master Plan). The City abandoned this policy in 2012 intending to streamline the development
review process. While it may streamline the process, the new practice also causes a greater
degree of uncertainty and further complicates development review, in some cases actually
complicating the process.
Under the new process, a detailed description of the applicant’s project shall not be required.
Staff will work with the City Attorney to analyze the provided information, provide a list of pros
and cons, and a staff recommendation to the City Council on only the legislative change for their
consideration. The staff report shall include specific language indicating the pre-application
review is not an approval nor a guarantee of approval, that staff and the Planning Commission
may recommend against, and the City Council may ultimately vote against or not support the
project at the project hearings once additional details and analysis become available in the
future.
While the City Council would not vote on the project at the time of this administrative hearing,
each Councilmember may provide comments addressing positive or negative aspects of the
amendment, potential issues that should be evaluated by staff, and suggested changes that
could make the amendment more acceptable, if any. The City Council’s comments should focus
on the policy implications of the General Plan amendment rather than the project itself. The
City Council will not vote on any aspect of the amendment or project, as the intent of the
preliminary review process is informational only.
Staff will take the feedback provided by the City Council into consideration to help inform further
staff analysis, possible conditions or modifications to the project, the recommendation to the
Planning Commission, and ultimately the recommendation to the City Council. Staff shall provide
a letter to the applicant following the administrative hearing memorializing the input and results
of the hearing. The Applicant may then take that information into account in deciding whether to
move forward in the process. After the administrative hearing, the application will move through
the standard development review process for review by the Design Review Committee, the
Planning Commission, and the City Council per our current process.
This policy shall only apply to private property owners and shall not apply to any City initiated
legislative changes. Staff reports on legislative changes shall be prepared and presented only
by the Planning Director, the Deputy City Manager of Community and Economic Development,
the City Attorney, and the City Manager. The staff report may discuss the proposed project in
general terms, but the staff recommendation will only address the General Plan amendment.
It is important to note that an initial City Council direction on a legislative change is not an approval
and does not guarantee an approval. It would not involve any consideration of a particular project.
Put more simply, it would only give the Council an opportunity to consider the policy implications
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of changing the General Plan, Specific Plan, Master Plan, Community Plan, or Development
Code, as the case may be. Some of the policy considerations that the Council might consider as
part of this initial feedback may include neighborhood impacts, economic development, and
whether the use is appropriate for the site. This change creates an opportunity to provide staff
and applicants with such feedback before thousands of hours, dollars, and years are spent
processing an application. As such, staff recommends re-establishing the City’s prior policy to
bring requests for all General Plan amendments, Specific Plan amendments, and Development
Code changes requested by owners of real property or their authorized representatives to the
City Council for an initial round of feedback. An applicant would still be required to conduct the
same CEQA analysis and go through the same development and environmental review if it
decides to pursue its applications further. This policy will not apply to any current applications
that have been deemed complete.
FISCAL IMPACT:
No fiscal impact.
COUNCIL MISSION / VISION / GOAL(S) ADDRESSED:
This policy helps realize the City Council’s vision for creating a world class community and the
City Council value of “Equitable prosperity for all” by helping to identify and remove barriers within
the City’s Development Review process.
ATTACHMENTS:
Attachment 1 - Legislative Changes Review Policy
Page 332
Page 419
ATTACHMENT 1
DATE:August 18, 2021
TO:Anne McIntosh, Planning Director
FROM:Matthew Burris, Deputy City Manager of Community Development
SUBJECT:Legislative Changes and Amendments Policy
PURPOSE: To re-establish a policy for initiating General Plan amendments, Specific Plan
amendments, and Development Code amendments requested by builders and developers.
BACKGROUND: The General Plan and Development Code are the primary documents that
regulate the physical development of the city. Additionally, in many areas of the city, Specific
Plans serve to regulate land use in place of the Development Code. These documents
regulate land uses, infrastructure, and the mitigation of impacts. The City’s past practice,
dating back to the 1980s, was to request authorization by the City Council to initiate any
amendments to the development code or any Specific Plan, Planned Community, or Master
Plan that includes more than one parcel or project (i.e., Town Square Master Plan). This
policy allowed for discussion of the pros and cons of such requests and consideration for
larger policy implications. The City abandoned this practice in 2012 with the intent of
streamlining the development review process. However, currently, staff is finding that this
approach causes a greater degree of uncertainty and further complicates development
review. It results in applicants spending many years and thousands of dollars designing a
proposed project before ever knowing whether the City Council may even desire considering
such legislative changes.
POLICY: An application for a legislative change, such as a General Plan amendment, that is
initiated by a private property owner shall be recommended for an administrative hearing
before the City Council as the first step in the Development Review process. The Planning
Director shall schedule a preliminary review hearing before the City Council once the
applicant has provided enough information about the proposed amendment and related
project to permit the Planning Director to prepare a staff report for the hearing. This
information shall include, but is not limited to, a statement explaining the applicant’s reason
for requesting the General Plan amendment, the proposed change in land use designations
on the parcel(s), the project’s proposed uses and density, and any other project parameters
associated with the amendment that are deemed necessary by the Planning Director. A
detailed description of the applicant’s project shall not be required. Staff will work with the
City Attorney to analyze the provided information, provide a list of pros and cons, and a staff
recommendation to the City Council on only the legislative change for their consideration.
The staff report shall include specific language indicating the pre-application review is not an
approval nor a guarantee of approval, that staff and the Planning Commission may
recommend against, and the City Council may ultimately vote against or not support the
project at the project hearings once additional details and analysis become available in the
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future.
While the City Council would not vote on the project at the time of this administrative hearing,
each Councilmember may provide comments addressing positive or negative aspects of the
amendment, potential issues that should be evaluated by staff, and suggested changes that
could make the amendment more acceptable, if any. The City Council’s comments should
focus on the policy implications of the General Plan amendment rather than the project
itself. The City Council will not vote on any aspect of the amendment or project, as the
intent of the preliminary review process is informational only.
Staff will take the feedback provided by the City Council into consideration to help inform
further staff analysis, possible conditions or modifications to the project, the recommendation
to the Planning Commission, and ultimately the recommendation to the City Council. Staff
shall provide a letter to the applicant following the administrative hearing memorializing the
input and results of the hearing. The Applicant may then take that information into account in
deciding whether to move forward in the process.
If an applicant does not want to go to City Council for the preliminary review and insists on a
full hearing on the project merits, they shall sign an At Risk Waiver acknowledging they had
the opportunity to go to the City Council on the legislative change but chose to decline. That
document will become part of the entitlement package and administrative record.
After the administrative hearing, alternatively, after signing an At Risk Waiver, the application
will move through the standard development review process for review by the Design Review
Committee, the Planning Commission, and the City Council per our current process. If the
City Council’s input is not positive, staff shall use the City Council’s feedback to problem
solve with the applicant and work on a redesigned or different project. In such case, the
Applicant shall be welcome to an additional review with the City Council to determine if a
revised or alternative proposal might be a better solution.
This policy shall only apply to private property owners and shall not apply to any City initiated
legislative changes.
Staff reports on legislative changes shall be prepared and presented only by the Planning
Director, the Deputy City Manager of Community and Economic Development, the City
Attorney, and the City Manager. The staff report may discuss the proposed project in
general terms, but the staff recommendation will only address the General Plan amendment.
The City shall not charge a fee for the administrative hearing and will expedite scheduling a
hearing date. The Planning Department shall provide the applicant at least ten (10) days
written notice of the hearing date and time.
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City Council
July 17, 2024
Preliminary Review Hearing
Recommendation
Pursuant to adopted policy on Master Plan applications, staff is recommending
the following:
•Consider policy implications of a proposed master plan including building frontage,
ground floor transparency, and reducing a non-residential floor area standard for a
specific site at Base Line Road ;
•Provide comments for the applicant to consider whether to proceed with applications
and understanding that this is not an approval or guarantee of an approval, nor a
guarantee of future recommendation of approval from staff.
Background
•August 2021 - Council adopts
policy related to certain
applicant-initiated applications
(i.e. Master Plans, etc.)
•December 2021 – Council
adopts current General Plan
followed by comprehensive
Development Code Update in
May 2022 including the Form-
Based Code (FBC) development
regulations.
•March 2024 – Prospective
developer seeks to develop
subject parcel and requests a
master plan application
In short, this is a tool which allows a developer to establish site specific
development standards for a project area.
What is a Master Plan?
•Town Center Square
Master Plan Examples:
•Victoria Gardens, Epicenter
Master Plan Examples:
Policy Analysis
Facts :
•The applicant proposes a singular non-residential drive-thru development
located on a 0.92-acre parcel located within the NG3-L form-based zone;
•The NG3-L zone allows 0-24 dwelling units/acre and requires non-residential
floor area ratio (FAR) standard of 0.2-0.4 which would mean up to 24 dwelling
units and between 8,000-16,000 sf of non-residential area on a 0.92-acre parcel;
•Rather, applicant proposes a development without a specific FAR but does not
intend to meet the minimum FAR, building placement, ground floor
transparency.
•Thus, the applicant has requested a master plan in order to establish a
development plan for the site, including a reduction in non-residential FAR and
building development modifications.
Reduction in Floor Area Ratio (FAR)
Yellow represents 0.2 FAR MINIMUM
Red represents developer proposal
Building Placement within Private Frontage Areas (Secondary)
Developed with min. frontage dimensions Results approx.
7,700 sq. ft. or 0.19 FAR
Underutilized land, limits economic development,
job growth. Not an exceptional design.
Modification to Required Ground Floor Transparency
Con: Automobile oriented design
Required Ground Floor Transparency
Pro: Pedestrian oriented design, activated frontages and streetscapes.
Conclusion/Next Steps
Following the Preliminary Review Hearing:
•Council to provide comments
•Developer to determine how they wish to move forward
THIS IS NOT AN APPROVAL, NOR A GUARANTEE OF FUTURE APPROVAL,
NOR GUARANTEE OF A FUTURE RECOMMENDATION OF APPROVAL FROM
STAFF. RATHER, THIS IS SIMPLY A PRELIMINARY REVIEW TO DISCUSS
POTENTIAL POLICY IMPLICATIONS
Questions?
DATE:July 17, 2024
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
Rick Flinchum, Finance Manager
Michelle Cowles, Management Analyst II
SUBJECT:Consideration of a Resolution Adopting the Fire District's General Fund
Final Budget for Fiscal Year 2024/25. (RESOLUTION NO. FD 2024-022)
(FIRE)
RECOMMENDATION:
Staff recommends the Fire Board of the Rancho Cucamonga Fire Protection District (District)
approve a Resolution adopting the General Fund Final Budget for FY 2024/25 in the amount of
$55,824,110, which is a combination of $50,967,920 General Fund operational expenditures and
$4,856,190 Fire Protection Capital Fund expenditures.
BACKGROUND:
The Health and Safety Code, commencing with Section 13890 et seq, requires the Fire Protection
District:
1. Adopt a preliminary budget;
2. Publish a notice regarding a public hearing for final budget adoption; and
3. Adopt its final budget on or before October 1 of each year.
ANALYSIS:
In compliance with the above requirements, the Fire Board of Directors has:
1. Conducted a public budget workshop on June 20, 2024, and adopted the preliminary budget
on June 27, 2024;
2. Published on two (2) occasions in the Inland Valley Daily Bulletin notices regarding the public
hearing for consideration of final budget adoption; and
3. Submitted a proposed resolution adopting the General Fund Final Budget during the Board
meeting scheduled for July 17, 2024.
The preliminary budget has been available for public inspection in accordance with the Health
and Safety Code.
FISCAL IMPACT:
The actions taken by the Fire Board will establish the Rancho Cucamonga Fire Protection
District's final spending plan for Fiscal Year 2024/25.
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COUNCIL MISSION / VISION / GOAL(S) ADDRESSED:
This item brings together portions of the Council's vision and core values. Delivering vital fire and
life safety services to residents, visitors, and businesses through an innovative combination of
risk reduction and emergency response programs promotes and enhances a safe and healthy
community for all.
ATTACHMENTS:
Attachment 1 - Resolution No. FD 2024-022, General Fund Final Budget FY 2024-25
Page 425
Resolution No. FD 24-xxx – Page 1 of 1
ATTACHMENT 1
RESOLUTION NO. FD 2024-XXX
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE RANCHO
CUCAMONGA FIRE PROTECTION DISTRICT, COUNTY OF SAN
BERNARDINO, STATE OF CALIFORNIA, ADOPTING A FINAL
BUDGET FOR THE FISCAL YEAR JULY 1, 2024 THROUGH JUNE 30,
2025
WHEREAS, the Board of Directors of the Rancho Cucamonga Fire Protection District adopted its
General Fund Preliminary Budget on June 27, 2024, and made said preliminary budget available for
inspection by interested taxpayers; and
WHEREAS, the Board of Directors noticed a time and place for a public hearing regarding the
preliminary budget; and
WHEREAS, the Board of Directors of the Rancho Cucamonga Fire Protection District conducted
said hearing in accordance with requirements set forth in the Health and Safety Code of the State of
California.
NOW, THEREFORE, the BOARD OF DIRECTORS OF THE RANCHO CUCAMONGA FIRE
PROTECTION DISTRICT HEREBY RESOLVES to adopt the General Fund Final Budget for the District
for Fiscal Year 2024/25 in the amount of $55,824,110, which is a combination of $50,967,920 General
Fund operational expenditures and $4,856,190 Fire Protection Capital Fund expenditures. The General
Fund's Final Budget is on file in the office of the Finance Director.
PASSED, APPROVED, and ADOPTED this 17th day of July 2024.
Page 426
DATE:July 17, 2024
TO:Mayor and Members of the City Council
FROM:John R. Gillison, City Manager
INITIATED BY:Noah Daniels, Finance Director
Rick Flinchum, Finance Manager
Kelly Guerra, Special Districts Analyst
SUBJECT:Public Hearing of the City of Rancho Cucamonga to Consider Resolutions
Confirming the Diagrams and Assessments and Ordering the Levy and
Collection of Annual Assessments for Landscape Maintenance Districts;
Street Lighting Maintenance Districts; and Park and Recreation
Improvement District No. PD-85 for Fiscal Year 2024/25. (RESOLUTION
NOS. 2024-078, 2024-079 AND 2024-080) (CITY)
RECOMMENDATION:
Staff recommends the City Council conduct a public hearing to consider Resolutions to confirm
the assessment take the following actions for Landscape Maintenance District Nos. 1, 2, 3B,
4-R, 6-R, 7, 8, 9, and 10 (“LMD”); 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”). The Resolutions should be considered after conducting a public hearing to receive
public comment.
BACKGROUND:
The City of Rancho Cucamonga oversees the management of the Districts, which involves
determining the annual assessment rates that property owners must pay for the maintenance and
operations of the parks and landscaping within each District, such as maintaining turf, ground
cover, landscape lighting, irrigation systems, graffiti removal, hardscapes, playground, and
related facilities, and providing street lighting coverage, operation of street lights, traffic signals,
and associated facilities, throughout the City. Each District maintains specific improvements per
its boundaries, while PD-85 was established to provide for the City’s two largest parks, Heritage
Community Park and Red Hill Community Park.
Property owners pay these assessments based on the Districts where they live or own property.
Without the assessments, funding wouldn’t exist to provide maintenance or services to the
community, and the financial burden would be directed to the City’s General Fund resources,
which would take away resources from other services offered to the community. Property owners
pay the annual assessment through their property tax bills, but it is separate from the general levy
of property tax.
Each year, the City Council is recommended to adopt three resolutions for the LMDs, SLDs, and
PD-85, each that together perform the following steps as set by the Landscape and Lighting Act
of 1972:
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2
4
4
3
1. The City Council initiates the creation of the Annual Engineer’s Report.
2. The City Council reviews and accepts the preliminary Annual Engineer’s Report.
3. The City Council Conducts a public hearing and takes action to confirm the Districts and
determine the assessments for the upcoming fiscal year.
On June 5, 2024, The City Council adopted resolutions ordering and approving the preparation
of the preliminary Annual Engineer’s Reports for the levy of annual assessments for each District.
On that date, the City Council also adopted resolutions setting a public hearing for July 17, 2024.
Once these resolutions are officially adopted, the Districts will be reaffirmed for the upcoming
fiscal year, and the assessments will be added to the San Bernardino County tax rolls before the
August deadline. These assessments will appear as a separate item on each parcel’s property
tax bill.
The recommended rates were developed as part of the Fiscal Year 2024/25 budget process and
are included in each District's projected revenues.
ANALYSIS:
Each District within the City has its distinct improvements based on its boundaries and the
community it serves. It is important to note that each District’s assessment rate must adhere to
the maximum allowable rate as mandated by state law. To ensure the financial viability of each
District, the City’s staff conducts an annual financial analysis. This analysis considers the current
operational requirements as well as the anticipated needs for future capital replacements within
each District.
During the budget process, the City staff evaluates each District’s financial situation recommends
assessment rates to the City Council. The recommended rates are designed to align with the
operational and capital needs of each District for the upcoming Fiscal Year 2024/25. As such,
the recommended assessment rates are based on various factors, including inflation, the rising
costs associated with providing services, and the need to secure funding for necessary capital
expenditures.
City staff recommends increases to some districts to ensure that sufficient funds are available to
cover the increasing costs of maintaining and operating them. Specifically, costs associated with
providing services such as park maintenance, landscaping, and street lighting have increased
due to labor costs, materials, and rising utility rates. Moreover, staff recommends increasing rates
when necessary to ensure funding is set aside for future capital expenditures, which is essential
for the long-term sustainability of the Districts.
In addition to the revenue from the assessments, another revenue source from certain districts is
transfers of funds from the City’s General Fund. Those transfers come in two forms: mandated
contributions per the engineer’s report for the portion that is considered a general benefit to the
community or per the City’s General Fund Subsidy to Special District Policy. The former is legally
required and is determined per Proposition 218 provisions. For the City, the only District that has
a mandated contribution from the City’s General Fund is LMD 2, of which the general benefit
portion is 8.62% of the operational expenditures. For the Fiscal Year 2024/25, LMD 2 is budgeted
to receive $370,940 from the General Fund.
LMD 2 was initially formed when the Victoria area was developed in the 1990s. At that time, the
law did not require a specific general benefit calculation and apportionment. Subsequently, when
the City took LMDs 2, 4, and 6 to a vote in the early 2000s to include an inflator to allow
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2
4
4
3
assessments to keep pace with rising costs, the law still did not require a specific general benefit
calculation and apportionment. During those respective elections, the residents voted down LMD
2, and LMD 4 and 6 were approved. The two measures that passed were renamed LMD 4R and
6R. Following the election, services were reduced in LMD 2. At the same time, the California
Courts began reviewing a series of cases between 2009 and 2013 that pertained to the general
benefit requirement. Ultimately, the Courts determined new LMD measures had to include a
specific general benefit calculation by land use category. When LMD 2 was put back in front of
the voters, following those court cases, it was approved and thus contained a legally mandated
general benefit subsidy from the General Fund.
In 2016, the City took Measure A for LMD 1 and PD 85 to create new districts with an inflator for
the voters. That measure also contained a minimum legally required general fund subsidy in the
amount of 11%, but it was voted down overwhelmingly by the voters. Subsequently, the City
determined that to subsidize only one district, even if legally required, but not provide a similar
equitable amount of funding to other districts would be impractical and illogical. Thus, the General
Fund Subsidty to Special Districts Policy was developed. This policy provides for contributions
from the General Fund where required by law or where no other practical solution exists. It has
been utilized to provide a funding subsidy to the existing street light districts (SLDs) as new SLDs
are practically impossible to create and get voter approval for on existing street lights. It also
helps provide an equitable General Fund subsidy to all landscape districts, if needed, because
the District is at the maximum allowable assessment, provided the general benefit equivalent
does not exceed 11% of the adjusted total budget. That 11% factor is meant to provide equity
with the east side planned communities; however, the actual subsidy factor is determined through
the annual budget process and might be less than 11% based on the financial needs of the District
or more than 11% when the necessary financial resources exceed that threshold.
As a note, other districts that have had ballot measures, including LMD 4-R and 6-R, since
Proposition 218 was established, do not have mandated contributions from the City’s General
Fund because when they went to election, the case law was under review by the courts and a
final decision including direction and a formula to calculate general benefit was not yet in place.
The following LMDs and PD-85 are recommended to receive subsidies in Fiscal Year 2024/25 as
part of the budget approval process:
•LMD 1: A contribution of $68,190, or 5% of the operating expenditures. LMD 1 will also
receive $115,510 for operational expenditures and $36,650 for capital replacement from
Community Facilities District No. 2018-01, The Resort at Empire Lakes.
•LMD 6-R: A contribution of $39,540, or 7% of the operating expenditures. The voters of
LMD 6-R have approved an annual assessment rate escalator tied to the consumer price
index, which slightly reduces the financial burden from the General Fund.
•PD-85: A contribution of $117,420, allocated as $33,130 for the operations of Red Hill and
Heritage Parks, or 3% of operating expenditures, or and $84,290 for the Red Hill Water
Feature, or 100% of the operating expenditures for that community-wide improvement.
PD-85 will also receive $42,970 for operational expenditures and $43,920 for capital
replacement from Community Facilities District No. 2018-01, The Resort at Empire Lakes.
The following SLDs will receive subsidies in Fiscal Year 2024/25. For SLDs, the subsidy may
exceed 11%, as previously stated, because service levels cannot be reduced as they can for
LMDs. As such, transfers from the City’s General Fund are budgeted only to the extent needed
to eliminate any funding deficit or insufficient reserves. However, with the formation of Community
Facilities District No. 2022-01, Street Lighting Services, the new development will provide
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4
4
3
additional funding to SLDs, which, over an extended period, should reduce the financial burden
on the City’s General Fund.
•SLD 2: A contribution of $70,200, or 13% of the operating expenditures. SLD 2 will also
receive $66,180 from Community Facilities District No. 2018-01, the Resort at Empire
Lakes, and $20,360 from Community Facilities District No. 2022-01, Street Lighting
Services.
•SLD 5: A contribution of $22,040, or 41% of the operating expenditures, due to the
negative fund balance.
•SLD 7: A contribution of $30,490, or 19% of the operating expenditures.
Incorporating the above analysis of transfers from the City’s General Fund, the following is an
additional analysis for consideration about the recommended assessment rates for the Fiscal
Year 2024/25:
•Due to changes in State law with Proposition 218, the City cannot increase assessment
rates without voter approval for certain Districts. These Districts include LMD 1, LMD 7,
LMD 8, SLDs 1 to 7, and PD-85. In these cases, services are reduced where feasible to
lower operating costs, or capital projects are deferred in order to keep the District from
being in a deficit. As indicated above, some of these Districts receive funding from the
City’s General Fund in the form of General Benefit Equivalent to support operations. As
previously mentioned, that funding is approved by the City Council per City policy.
•No changes are recommended for the assessment rates in LMD 3B, LMD 9, and SLD 8,
as staff has determined that the current rates are sufficient to meet the operational needs
of these Districts.
•A 5% increase is recommended for LMD 2, from $544.82 to $572.06, which is below the
maximum allowable rate of $596.32. This increase is necessary to cover rising
operational costs and fund planned capital improvement projects, including sidewalk
repairs at Victoria Park Lane, trail renovations, lighting repairs and upgrades at Victoria
Arbors Park, and the continuation of drought-tolerant landscaping installation.
•A 5% increase is recommended for LMD 4-R, from $417.01 to $437.86 per single-family
residence, also below the maximum allowable rate of $531.67. This increase is required
to address increased operational costs and support capital improvement projects,
including sidewalk repairs, playground replacement at Mountain View Park, and the
continuation of drought-tolerant landscaping installation.
•A 2.88% increase is recommended for LMD 6-R, from $490.21 to $504.32 per single-
family residence, which is the maximum increase allowable. As such, LMD 6-R receives
a General Benefit Equivalent of $39,540 from the City’s General Fund.
•A 5% increase is recommended for LMD 10, from $845.17 to $887.43 per single-family
residence, remaining below the maximum allowable rate of $1,100.54. This increase is
necessary to cover increased operational costs and fund planned capital improvement
projects, including the renovation of the tennis court at Day Creek Park and smart irrigation
controllers for more efficient water management.
The table below displays the maximum assessment rate, the current assessment rate, and the
recommended assessment rate for Fiscal Year 2024/25.
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4
4
3
District
Maximum
Assessment
Rate
Current
Assessment
Rate
Recommended
Assessment Rate
(FY 2024/25)Notes
LMD 1
(General City)$92.21 $92.21 $92.21 A rate increase would require
voter approval.
LMD 2
(Victoria
Neighborhoods
Parks)
$596.42 $544.82 $572.06
Recommend a 5.0% increase
to reflect inflation costs and
planned capital improvement
projects.
LMD 3B
(Commercial
Industrial)
$352.80 $282.24 $282.24 No change is recommended.
LMD 4-R
(Terra Vista
Planned
Community)
$531.67 $417.01 $437.86
Recommend a 5.0%
increase to reflect inflation
costs and planned capital
improvement projects.
LMD 6-R
(Caryn Planned
Community)
$504.32 $490.21 $504.32
Recommend a 2.88%
increase for the operating
financial gap. Note that LMD
6-R receives a subsidy from
the General Fund.
LMD 7
(North Etiwanda)$307.05 $307.05 $307.05 A rate increase would
require voter approval.
LMD 8
(South Etiwanda)$151.45 $151.45 $151.45 A rate increase would
require voter approval.
LMD 9
(Lower Etiwanda)$723.93 $311.92 $311.92 No change is recommended.
LMD 10
(Rancho
Etiwanda)
$1,114.00 $845.17 $887.43
Recommend a 5.0%
increase to reflect inflation
costs and planned capital
projects.
SLD 1
(Arterials)$17.77 $17.77 $17.77 A rate increase would
require voter approval.
SLD 2
(Local Streets)$39.97 $39.97 $39.97 A rate increase would
require voter approval.
SLD 3
(Victoria Planned
Community)
$47.15 $47.15 $47.15 A rate increase would
require voter approval.
SLD 4
(Terra Vista
Planned
Community)
$28.96 $28.96 $28.96 A rate increase would
require voter approval.
SLD 5
(Caryn Planned
Community)
$34.60 $34.60 $34.60 A rate increase would
require voter approval.
SLD 6
(Commercial
Industrial)
$51.40 $51.40 $51.40 A rate increase would
require voter approval.
SLD 7
(North Etiwanda)$33.32 $33.32 $33.32 A rate increase would
require voter approval.
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4
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3
District
Maximum
Assessment
Rate
Current
Assessment
Rate
Recommended
Assessment Rate
(FY 2024/25)Notes
SLD 8
(South Etiwanda)$193.75 $30.60 $30.60 No change is recommended.
PD-85
(Red Hill and
Heritage Parks)
$31.00 $31.00 $31.00 A rate increase would require
voter approval.
FISCAL IMPACT:
Assessment revenues collected for each District are dedicated to its maintenance, operations,
and capital improvements. As previously stated, each District covers the costs of maintenance
that benefit the community's property owners. Without these Districts’ assessments, without the
assessment funding that the District provides, the financial burden of maintaining those specific
improvements would be the responsibility of the City's general tax dollars, and the City's General
Fund would not be able to provide as vigorous and well-rounded services as it does.
COUNCIL MISSION / VISION / VALUE(S) ADDRESSED:
This item addresses the City Council’s core value of providing and nurturing a high quality of life
for all by ensuring the City can provide parks and landscaping services, beautify the City and
provide a means of recreation and leisure. It also emphasizes the City Council actively seeks and
considers public input by ensuring the financial sustainability of the Districts.
ATTACHMENTS:
Attachment 1 – Annual Engineer’s Report LMD 1
Attachment 2 – Annual Engineer’s Report LMD 2
Attachment 3 – Annual Engineer’s Report LMD 3B
Attachment 4 – Annual Engineer’s Report LMD 4-R
Attachment 5 – Annual Engineer’s Report LMD 6-R
Attachment 6 – Annual Engineer’s Report LMD 7
Attachment 7 – Annual Engineer’s Report LMD 8
Attachment 8 – Annual Engineer’s Report LMD 9
Attachment 9 – Annual Engineer’s Report LMD 10
Attachment 10 – Annual Engineer’s Report SLD 1
Attachment 11 – Annual Engineer’s Report SLD 2
Attachment 12 – Annual Engineer’s Report SLD 3
Attachment 13 – Annual Engineer’s Report SLD 4
Attachment 14 – Annual Engineer’s Report SLD 5
Attachment 15 – Annual Engineer’s Report SLD 6
Attachment 16 – Annual Engineer’s Report SLD 7
Attachment 17 – Annual Engineer’s Report SLD 8
Attachment 18 – Annual Engineer’s Report PD-85
Attachment 19 – Resolution LMDs Ordering the Levy and Collection of Special Assessment
Attachment 20 – Resolution SLDs Ordering the Levy and Collection of Special Assessment
Attachment 21 – Resolution PD 85 Ordering the Levy and Collection of Special Assessment
Page 432
ATTACHMENT 1
Annual Engineer’s Report
Fiscal Year 2024/25
City of Rancho Cucamonga
Landscape Maintenance District No. 1
(General City)
Page 433
CITY OF RANCHO CUCAMONGA
LANDSCAPE MAINTENANCE DISTRICT NO. 1
(GENERAL CITY)
10500 Civic Center Drive
Rancho Cucamonga, CA 91730
Phone: 909.477.2700
Fax: 909.477.2845
CITY COUNCIL
L. Dennis Michael, Mayor
Lynne B. Kennedy, Mayor Pro Tem
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Ashley N. Stickler, Council Member
CITY STAFF
John R. Gillison, City Manager
Elisa Cox, Assistant City Manager
Jason C. Welday, Director of Engineering Services/City Engineer
Micah Martin, Public Works Director
Noah Daniels, Finance Director
Page 434
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 435
____________________________________________________________________________
Landscape Maintenance District No. 1 – City of Rancho Cucamonga 1
Fiscal Year 2024/25
ENGINEER’S LETTER
WHEREAS, on June 5, 2024, the City Council of Rancho Cucamonga (the “City”), under
the Landscape and Lighting Act of 1972 (the “1972 Act”) adopted its Resolution No.
2024-046, 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 2024/25 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
2024/25 Budget
Expenditures
Personnel Services 80,600$
Operations and Maintenance 1,456,040
Capital Expenditures 205,200
Transfer Out 90,000
Total Expenditures Budget 1,831,840
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 1,269,210
Anticipated Prior Year Delinquencies Collection 12,220
Subtotal - Taxes 1,281,430
Other Revenues 53,820
Transfer In 310,350
Total Revenues Budget 1,645,600
Contribution to/(Use of) Fund Balance (186,240)$
Total District EBU Count 13,763.67
Actual Assessment per EBU 92.21$
Maximum Allowable Assement per EBU 92.21$
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____________________________________________________________________________
Landscape Maintenance District No. 1 – City of Rancho Cucamonga 2
Fiscal Year 2024/25
In making the assessments contained herein pursuant to the 1972 Act:
1. I have identified all parcels which will have a special benefit conferred upon them from the
improvement described in the Special Benefit Section of this Annual Engineer’s Report
(the “Specially Benefited Parcels”). For particulars as to the identification of said parcels,
reference is made to the Assessment Diagram, a copy of which is included in this Annual
Engineer’s Report.
2. I have evaluated the costs and expenses of the improvements upon the Specially
Benefited Parcels. In making such evaluation:
a. The proportionate special benefit derived by each Specially Benefited Parcel from
the improvements was determined in relationship to the entirety of the
maintenance costs of the improvements;
b. No assessment has been imposed on any Specially Benefited Parcel which
exceeds the reasonable cost of the proportional special benefit conferred on such
parcel from the improvements; and
c. Any general benefits from the improvements have been separated from the special
benefits and only special benefits have been assessed.
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.
07/17/2024
Jason C. Welday
Director of Engineering Services/City Engineer
Date
Page 437
____________________________________________________________________________
Landscape Maintenance District No. 1 – City of Rancho Cucamonga 3
Fiscal Year 2024/25
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
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 4
Fiscal Year 2024/25
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
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 5
Fiscal Year 2024/25
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 Pl. Ground Cover area: 5,700 square feet Hardscape area: 4,760 square feet
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 6
Fiscal Year 2024/25
A-7 The cutouts and vines on the south side of Wilson Ave from the Alta Loma Channel to
240 feet east of Zapata Pl. Ground Cover area: 911 square feet
A-8 The east side of Broken Star Ct from 80 feet south of Highland Ave to Highland Ave;
the north side of Highland Ave from Amethyst Ave to Broken Star Ct including wood
chip area north of sidewalk, the south side of Highland Ave from Broken Star Ct to
Amethyst Ave; the west side of Amethyst Ave from 140 feet south of Highland Ave to
265 feet south of Highland Ave. Ground Cover area: 6,545 square feet Hardscape area: 2,554 square feet Mulchscape area: 14,005 square feet
A-9 The south side of Highland Ave from Hellman Ave to Broken Star Ct. Ground Cover area: 7,865 square feet
A-10 The south side of 19th St from 170 feet west of Pilgrim Ct to 167 feet east of Pilgrim Ct. Ground Cover area: 1,808 square feet Hardscape area: 1,084 square feet
A-11 The east side of Amethyst Ave from Lemon Ave to 230 feet north of Apricot Ave. Ground Cover area: 2,115 square feet Hardscape area: 3,438 square feet
A-12 The west side of Sapphire St from 710 feet north of Hillside Rd to Hillside Rd. Ground Cover area: 4,500 square feet
A-13 The south side of Victoria St from 110 feet west of London Ave to Ramona Ave. Ground Cover area: 2,705 square feet Hardscape area: 3,480 square feet
A-14 The west side of Archibald Ave from 273 feet north of La Gloria Dr to Lemon Ave; the
La Gloria Dr median from Archibald Ave to Jadeite Ave; the north and south side of
La Gloria Dr from Archibald Ave to 53 feet east of Jadeite Ave; the north side of Lemon
Ave from Archibald Ave to 55 feet east of Klusman Ave. Ground Cover area: 12,880 square feet Hardscape area: 12,030 square feet
Page 441
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 7
Fiscal Year 2024/25
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 Pl to Raspberry Pl 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
Page 442
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 8
Fiscal Year 2024/25
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 Pl. 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 Pl. 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 Pl 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
Page 443
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 9
Fiscal Year 2024/25
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
Page 444
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 10
Fiscal Year 2024/25
A-43 The north side of Base Line Rd from Topaz St to the Cucamonga Creek Channel. Ground Cover area: 4,563 square feet Hardscape area: 1,890 square feet
A-44 The cutouts on the west side of Sapphire St from Banyan St to Marble Ave. Ground Cover area: 7,300 square feet
A-45 The mainline for this site was connected to A-46 on September 8, 1999.
A-46 The south side of Banyan St from Northstar Pl to Zircon Ave. Ground Cover area: 7,448 square feet Hardscape area: 7,890 square feet
A-47 The cutouts and vines on the north side of Banyan St from 180 feet east of Zircon Ave
to 186 feet west of Vineyard Ave. Ground Cover area: 1,300 square feet
A-48 The parkway on the west side of Beryl St from 452 feet north of Cielito St; 158 feet
south of Cielito St and the easement between 9063 and 9073 Cielito St from Cielito St
to 170 feet south of Cielito St. Ground Cover area: 6,916 square feet Hardscape area: 2,440 square feet
A-49 The east side of Carnelian St from 662 feet south of Banyan St to Banyan St; the south
side of Banyan St from Carnelian St to Northstar Pl. Ground Cover area: 5,906 square feet Hardscape area: 6,972 square feet
A-50 The north side of Almond St from Sapphire St to Crestview Pl; 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 Pl, 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
Page 445
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 11
Fiscal Year 2024/25
A-52 The east side of Riverwood Pl, 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
Page 446
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 12
Fiscal Year 2024/25
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 Pl to 474 feet east of Cousins Pl. Ground Cover area: 11,973 square feet Hardscape area: 9,949 square feet
A-65 The east side of Archibald Ave from La Gloria Dr to 328 feet north of La Gloria Dr. Ground Cover area: 2,279 square feet Hardscape area: 2,411 square feet
A-66 The east side of Hermosa Ave from Waterford Ln to 500 feet north of Waterford Ln. Ground Cover area: 4,695 square feet Hardscape area: 5,947 square feet
A-67 The south side of 19th St from 220 feet east of Sapphire St to Via Serena. Ground Cover area: 3,208 square feet Hardscape area: 4,158 square feet
A-68 The west side of Haven Ave from Hillside Rd to 783 feet south of Hillside Rd. Ground Cover area: 3,492 square feet
A-69 The north side of Hillside Rd from 27 feet west of Mayberry Ave to 191 feet west of
Mayberry Ave. Ground Cover area: 1,002 square feet Hardscape area: 1,605 square feet
Page 447
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 13
Fiscal Year 2024/25
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
Page 448
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 14
Fiscal Year 2024/25
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 Pl 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 Pl to Semillion Pl. Ground Cover area: 15,784 square feet Hardscape area: 3,780 square feet
B-7 The south side of Banyan St from Cabernet Pl to 414 feet east of Cabernet Pl. Ground Cover area: 18,814 square feet
B-8 The south side of Banyan St from Callaway Pl to Muscat Pl. Ground Cover area: 10,505 square feet
B-9 The east side of Haven Ave from Banyan St to 240 feet north of Banyan St. The north
side of Banyan St from Haven Ave to Merlot Ct. Ground Cover area: 24,975 square feet Hardscape area: 1,356 square feet
B-10 The east side of Haven Ave from 400 feet south of Banyan St to Banyan St. The south
side of Banyan St from Haven Ave to Callaway Pl. Ground Cover area: 14,548 square feet Hardscape area: 6,348 square feet
B-11 The south side of Banyan St from Muscat Pl to Cabernet Pl. Ground Cover area: 33,282 square feet
Page 449
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 15
Fiscal Year 2024/25
B-12 The north side of Lemon Ave from Barsac Pl 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 Pl 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 Pl. The east
side of Inyo Pl from 19th St to paseo south of 19th St and the paseo running east from
Inyo Pl to Sonora Ave. Ground Cover area: 20,950 square feet Hardscape area: 14,192 square feet
B-14 The paseo from San Benito Ave and Sonora Ave to the Deer Creek Channel. Ground Cover area: 2,000 square feet Hardscape area: 540 square feet
B-15 The paseo from Stanislaus Pl 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 Pl to Mendocino Pl. Ground Cover area: 225 square feet Hardscape area: 184 square feet
B-17 The paseo from Yuba Ct to Deer Creek Channel. Ground Cover area: 918 square feet Hardscape area: 420 square feet
B-18 The south side of Wilson Ave from 377 feet west of Canistel Ave to 1032 feet east of
Canistel Ave. Ground Cover area: 6,762 square feet Hardscape area: 8,454 square feet
B-19 The east side of Haven Ave from the Southern Pacific Railroad to 341 feet south of
Victoria St. Ground Cover area: 6,415 square feet Hardscape area: 8,865 square feet
B-20 The east side of Haven Ave from 341 feet south of Victoria St to Victoria St; the south
side of Victoria St from Haven Ave to 237 feet east of Mango St. Ground Cover area: 16,900 square feet Hardscape area: 8,767 square feet
Page 450
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 16
Fiscal Year 2024/25
B-21 The south side of 19th St from Valinda Ave to Inyo Pl. 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 Pl. 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 Pl to 187 feet east of
High Meadow Pl. 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
Page 451
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 17
Fiscal Year 2024/25
C-1 The north side of 26th St from Andover Pl to Hermosa Ave. The east side of Hermosa
Ave from 26th St to 331 feet north of Concord Dr. Ground Cover area: 22,227 square feet Hardscape area: 5,532 square feet
C-2 The entry monument on the northeast and northwest corners of 4th St and Archibald
Ave. Ground Cover area: 6,337 square feet Hardscape area: 3,998 square feet
C-3 The south side of Base Line Rd from Ramona Ave to 128 feet east of Cambridge Ave. Ground Cover area: 17,262 square feet Hardscape area: 4,865 square feet
C-4 The south side of Base Line Rd from 440 feet west of Ramona Ave to Ramona Ave. Ground Cover area: 6,198 square feet Hardscape area: 2,200 square feet
C-5 The south side of Base Line Rd from 340 feet west of Center Ave to 103 feet east of
Center Ave. Ground Cover area: 8,850 square feet Hardscape area: 2,215 square feet
C-6 The south side of Base Line Rd from Ivy Ln to 105 feet west of Marine Ave. Ground Cover area: 8,080 square feet Hardscape area: 2,475 square feet
C-7 The parkway on the north side of Church St from 142 feet east of Teak Way to 230 feet
west of Teak Way. Ground Cover area: 1,813 square feet Hardscape area: 1,650 square feet
C-8 The west side of Hermosa Ave from 524 feet north of Palo Alto St to 142 feet south of
Palo Alto St. Ground Cover area: 2,650 square feet Hardscape area: 3,996 square feet
C-9 The parkway on the west side of Hermosa Ave from 163 feet north of Ironwood St to
145 feet south of Ironwood St. Ground Cover area: 1,500 square feet Hardscape area: 1,848 square feet
Page 452
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 18
Fiscal Year 2024/25
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 Pl to 225 feet west of
Summerlin Pl. 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
Page 453
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 19
Fiscal Year 2024/25
D-1 The east side of Rochester Ave from Church St to Base Line Rd. Ground Cover area: 27,920 square feet Hardscape area: 17,301 square feet
D-2 The east side of Rochester Ave from 146 feet south of Chervil St to Church St. Ground Cover area: 21,858 square feet Hardscape area: 13,263 square feet
D-3 The south side of Base Line Rd from Rochester Ave to 600 feet east of Rochester Ave. Ground Cover area: 2,180 square feet Hardscape area: 4,121 square feet
D-4 The north and south sides of Church St from Rochester Ave to 150 feet east of
Hyssop Dr. Ground Cover area: 6,340 square feet Hardscape area: 8,887 square feet
D-5 The landscape along the Edison corridor from Arrow Rt. To Foothill Blvd. Ground Cover area: 23,392 square feet
H-9 The Haven Ave median from the 210 freeway to Alta Loma Dr. Ground Cover area: 2,207 square feet
H-10 The Haven Ave median from entrance of Haven Village to Amber Ln.
Ground Cover area: 6,968 square feet
Converted 5,131 square feet of turf to ground cover effective April 1, 2013. Area listed
is the 50% maintained by LMD 1. An equal amount is maintained by General Fund as
of March 25, 2013
H-11 The Haven Ave median from Amber Ln to Olive Way.
Ground Cover area: 5,026 square feet
Converted 3,475 square feet of turf to ground cover effective April 1, 2013. Area listed
is the 50% maintained by LMD 1. An equal amount is maintained by General Fund as
of March 25, 2013
H-12 The Haven Ave median from Olive Way to 712 feet north of Wilson Ave.
Ground Cover area: 6,734 square feet
Converted 3,933 square feet of turf to ground cover effective April 1, 2013. Area listed
is the 50% maintained by LMD 1. An equal amount is maintained by General Fund as
of March 25, 2013
H-13 The Haven Ave median from 19th St to the 210 freeway. Ground Cover area: 12,514 square feet
Page 454
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 20
Fiscal Year 2024/25
FH-18 The Foothill Blvd median from East Ave to 453 feet east of Cornwall Ct. Ground Cover area: 5,450 square feet
I-1-5 The Andover Pl playground on the southwest corner of Andover Pl and Bedford Dr.
Ground Cover area: 1,506 square feet
Turf area: 1,070 square feet
Hardscape area: 640 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.
Page 455
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 21
Fiscal Year 2024/25
Page 456
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 22
Fiscal Year 2024/25
ESTIMATE OF COSTS
The estimated costs of administration, maintenance, operations, and servicing the improvements
as described in the Plans and Specifications are summarized below. Each year, as part of the
District levy calculation process, the costs and expenses are reviewed and the annual costs are
projected for the following fiscal year.
District Budget
Fiscal Year
2024/25 Budget
Expenditures
Personnel Services:
Regular Salaries 38,760$
Overtime Salaries 5,000
Part-time Salaries 13,350
Fringe Benefits 23,490
Subtotal - Personnel 80,600
Operations and Maintenance:
Operations and Maintenance:
O & M/General 75,050
O & M/Facilities 2,530
Emergency Equipment and Vehicle Rental 6,300
Equipment Operations and Maintenance 3,000
Subtotal - Operations and Maintenance 86,880
Contract Services:
Contract Services/General 693,630
Contract Services/Facilities 8,180
Contract Vehicle Maintenance/Repair 2,000
Tree Maintenance 145,940
Subtotal - Contract Services 849,750
Utilities:
Telephone Utilities 2,190
Water Utilities 346,650
Electric Utilities 37,740
Subtotal - Utilities 386,580
Assessment Administration 43,290
Admin./General Overhead 88,880
Other Expenses 660
Subtotal - Operations and Maintenance 1,456,040
Capital Expenditures:
Captial Outlay - Equipment 100,000
Captial Project 105,200
Subtotal - Capital Expenditures 205,200
Transfer Out:
Transfer Out - LMD #1 Capital Reserve Fund 90,000
Total Expenditures Budget 1,831,840$
Page 457
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 23
Fiscal Year 2024/25
Fiscal Year
2024/25 Budget
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 1,269,210$
Anticipated Prior Year Delinquencies Collection 12,220
Subtotal - Taxes 1,281,430
Other Revenues:
Other Rental/Lease Income 31,560
Park Maintenance Fees 2,050
Sports Field User Group Rentals 110
Sports Lighting Fees 20,000
Other Revenue 100
Subtotal - Other Revenues:53,820
Transfer In:
Transfer In - General Fund 68,190
Transfer In - LMD #1 Operating Fund 90,000
Transfer In - CFD Empire Lakes 152,160
Subtotal - Transfer In:310,350
Total Revenues Budget 1,645,600
Contribution to/(Use of) Fund Balance (186,240)$
Total Gross Estimated Assessments 1,269,201.22$
Total District EBU Count 13,763.67
Actual Assessment per EBU - Fiscal Year 2024/25 92.21$
Maximum Allowable Assement per EBU - Fiscal Year 2024/25 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:
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 24
Fiscal Year 2024/25
Operating Capital Total
Reserve Reserve Reserve
Estimated Reserve Fund Balance, June 30, 2024 $1,447,938 $328,291 1,776,230$
Contribution to/(Use of) Reserve - Fiscal Year 2024/25 (67,070) (119,170)(186,240)
Estimated Reserve Fund Balance, June 30, 2025 $1,380,868 $209,121 1,589,990$
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.
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 25
Fiscal Year 2024/25
Other Revenues: This includes other revenues that are not levied through the annual
assessments that support the District operations. These other revenues may include: interest
earnings, other rental/lease income (cell site tower leases), Park Maintenance Fees, Sports Field
User Group Rentals, and parking permits (Metrolink Station paid parking).
METHOD OF ASSESSMENT
Overview
Pursuant to the 1972 Act and Article XIII D, all parcels that have a special benefit conferred upon
them as a result of the maintenance and operation of improvements and services shall be
identified, and the proportionate special benefit derived by each identified parcel shall be
determined in relationship to the entire costs of the maintenance and operation of improvements.
The 1972 Act, permits the establishment of assessment districts for the purpose of providing
certain public improvements which include the operation, maintenance and servicing of
landscaping improvements.
Section 22573 of the 1972 Act requires that maintenance assessments must be levied according
to benefit rather than according to assessed value. This Section states:
The net amount to be assessed upon lands within an assessment district may be
apportioned by any formula or method which fairly distributes the net amount
among all assessable lots or parcels in proportion to the estimated benefit to be
received by each such lot or parcel from the improvements.
The determination of whether or not a lot or parcel will benefit from the
improvements shall be made pursuant to the Improvement Act of 1911 (Division 7
commencing with Section 5000) [of the Streets and Highways Code, State of
California].
Section 22547 of the 1972 Act also permits the designation of zones of benefit within any
individual assessment district if "by reasons or variations in the nature, location, and extent of the
improvements, the various areas will receive different degrees of benefit from the improvement."
Article XIII D, Section 4(a) of the California Constitution limits the amount of any assessment to
the proportional special benefit conferred on the property. Article XIII D also provides that publicly
owned properties must be assessed unless there is clear and convincing evidence that those
properties receive no special benefit from the assessment. Exempted from the assessment would
be the areas of public streets, public avenues, public lanes, public roads, public drives, public
courts, public alleys, public easements and rights-of-ways, public greenbelts and public parkways.
The net amount to be assessed may be apportioned by any formula or method which fairly
distributes the net amount among all assessable lots or parcels. Proposition 218, approved by
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 26
Fiscal Year 2024/25
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
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 27
Fiscal Year 2024/25
• 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.
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 28
Fiscal Year 2024/25
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 2024/25 maximum allowable assessment rates
for the District:
Maximum
Allowable
Assessment
Rate per EBU
Actual
Assessment
Rate per EBU
Total
Units/Acres Total EBUs
Single Family Residential $92.21 $92.21 8,425.00 8,425.00
Multi-Family Residential 92.21 92.21 10,642.00 5,321.00
Non-Residential 92.21 92.21 8.83 17.67
The total amount of maintenance and incidental costs for maintaining the landscaping and
community trail improvements is assessed to the individual parcels of real property within the
District in proportion to the special benefit received by such parcels of real property. The proposed
individual assessments are shown on the assessment roll in this report.
ASSESSMENT DIAGRAM
An Assessment Diagram for the District is shown on the following page. The lines and dimensions
of each lot or parcel within the District are those lines and dimensions shown on the maps of the
San Bernardino County Assessor Office, at the time this report was prepared, and are
incorporated by reference herein and made part of this Engineer's Report.
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 29
Fiscal Year 2024/25
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 30
Fiscal Year 2024/25
ASSESSMENT ROLL AND ANNEXATIONS
Assessment Roll
The assessment roll is a listing of the assessment for Fiscal Year 2024/25 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 2024/25 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 8,425.00 8,425.00 $776,869.25
Multi-family Residential 92.21 10,642.00 5,321.00 490,702.62
Non-Residential 92.21 8.83 17.67 1,629.35
Total 19,075.83 13,763.67 $1,269,201.22
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 2024/25:
APN
Annexation
Date Project
Total Units /
Acres Total EBUs Type
1076-041-34 01/18/23 DRC2021-00026 1.00 1.00 Single-Family Res
0229-311-14 & 15 03/15/23 DRC2020-00440 260.00 260.00 Multi-Family Res
0201-182-34 04/05/23 DRC2022-00065 1.00 1.00 Single-Family Res
1061-711-11 04/05/23 DRC2020-00082 1.00 1.00 Single-Family Res
1061-211-07 10/18/23 PMT2022-04884 1.00 1.00 Single-Family Res
1061-231-06 10/18/23 PMT2021-05470 1.00 1.00 Single-Family Res
1061-721-28 10/18/23 PMT2022-06658 1.00 1.00 Single-Family Res
Page 465
ATTACHMENT 2
Annual Engineer’s Report
Fiscal Year 2024/25
City of Rancho Cucamonga
Landscape Maintenance District No. 2
(Victoria Neighborhood Parks)
Page 466
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 Tem
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Ashley N. Stickler, Council Member
CITY STAFF
John R. Gillison, City Manager
Elisa Cox, Assistant City Manager
Jason C. Welday, Director of Engineering Services/City Engineer
Micah Martin, Public Works Director
Noah Daniels, Finance Director
Page 467
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 468
Proposed Maximum Assessment Rates 50
Cost of Living Inflator 50
ASSESSMENT DIAGRAM 51
ASSESSMENT ROLL AND ANNEXATIONS 53
Assessment Roll 53
Annexations 53
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Landscape Maintenance District No. 2 – City of Rancho Cucamonga 1
Fiscal Year 2024/25
ENGINEER’S LETTER
WHEREAS, on June 5, 2024, the City Council of Rancho Cucamonga (the “City”), under
the Landscape and Lighting Act of 1972 (the “1972 Act”) adopted its Resolution No.
2024-046, 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 2024/25 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
2024/25 Budget
Expenditures
Personnel Services 1,096,810$
Operations and Maintenance 3,749,780
Capital Expenditures 1,313,460
Total Expenditures Budget 6,160,050
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 4,240,500
Anticipated Prior Year Delinquencies Collection 27,410
Subtotal - Taxes 4,267,910
Other Revenues 960
Transfer In 370,940
Total Revenues Budget 4,639,810
Contribution to/(Use of) Fund Balance (1,520,240)$
Total District EBU Count 81,554.11
Actual Assessment per EBU 52.00$
Maximum Allowable Assement per EBU 54.23$
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Landscape Maintenance District No. 2 – City of Rancho Cucamonga 2
Fiscal Year 2024/25
In making the assessments contained herein pursuant to the 1972 Act:
1. I have identified all parcels which will have a special benefit conferred upon them from
the improvement described in the Special Benefit Section of this Annual Engineer’s
Report (the “Specially Benefited Parcels”). For particulars as to the identification of said
parcels, reference is made to the Assessment Diagram, a copy of which is included in
this Annual Engineer’s Report.
2. I have evaluated the costs and expenses of the improvements upon the Specially
Benefited Parcels. In making such evaluation:
a. The proportionate special benefit derived by each Specially Benefited Parcel
from the improvements was determined in relationship to the entirety of the
maintenance costs of the improvements;
b. No assessment has been imposed on any Specially Benefited Parcel which
exceeds the reasonable cost of the proportional special benefit conferred on
such parcel from the improvements; and
c. Any general benefits from the improvements have been separated from the
special benefits and only special benefits have been assessed.
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.
07/17/2024
Jason C. Welday
Director of Engineering Services/City Engineer
Date
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Landscape Maintenance District No. 2 – City of Rancho Cucamonga 3
Fiscal Year 2024/25
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
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Landscape Maintenance District No. 2 – City of Rancho Cucamonga 4
Fiscal Year 2024/25
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 I-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
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Landscape Maintenance District No. 2 – City of Rancho Cucamonga 5
Fiscal Year 2024/25
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 Pl. 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 Pl. 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 Pl. The paseo from the north side of
Church St to Dry Creek Dr. The paseo from the north side of Church St to
Pineridge Pl. The west side of Hess Pl 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 Pl. The Day Creek Blvd
median from Church St to Base Line Rd. The south side of Madrigal Pl from Day
Creek Blvd to Round Hill Pl. Ground Cover area: 35,420 square feet Hardscape area: 42,671 square feet
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Landscape Maintenance District No. 2 – City of Rancho Cucamonga 6
Fiscal Year 2024/25
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 Pl from
Church St to Wild Horse Pl. The paseo from the north side of Church St to
Cloudy Bay Ct. The medians from Iron Horse Pl 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
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Landscape Maintenance District No. 2 – City of Rancho Cucamonga 7
Fiscal Year 2024/25
VW-2 The north side of Base Line Rd 300 feet east and 200 feet west of Swanson Pl. The
east and west sides of Swanson Pl from Base Line Rd to Province St. The paseo from
the intersection of Swanson Pl and Province St to Atwood St with outlet to
Dunmore Pl. The paseo from Atwood St to the Southern Pacific Railroad. The north
side of Saratoga St from Powell Pl to Dunmore Pl. The paseo from Saratoga St to
Etiwanda Ave. The south side of Atwood St from Victoria Park Ln to Travis Pl. The
north side of Atwood St from Walcott Pl 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
Page 476
____________________________________________________________________________
Landscape Maintenance District No. 2 – City of Rancho Cucamonga 8
Fiscal Year 2024/25
VW-9 The Victoria Park Ln east side parkway from Barberry St to North Victoria Windrows
Loop at Windrows Park. Ground Cover area:
Turf area:
40,004 square feet
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
Page 477
____________________________________________________________________________
Landscape Maintenance District No. 2 – City of Rancho Cucamonga 9
Fiscal Year 2024/25
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 Pl 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 Pl to North Victoria
Windrows Loop. The parkway on the east side of North Victoria Windrows Loop from
Bougainvillea Way to Citrus Pl. 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 Pl east to Bougainvillea Way. The parkway on the north side of
North Victoria Windrows Loop from Twinspur Pl 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
Page 478
____________________________________________________________________________
Landscape Maintenance District No. 2 – City of Rancho Cucamonga 10
Fiscal Year 2024/25
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 Pl east to the open field.
Note: The area in front of Windrows Park is watered by the VW-20 water meter, but it
is maintained by City crews. Ground Cover area: 2,110 square feet
Turf area: 16,411 square feet Hardscape area: 9,132 square feet
VW-21 The east side of North Victoria Windrows Loop from Rosemary Ct to the trail south of
Kalmia St. The trail and paseo from North Victoria Windrows Loop south of Kalmia St
to Etiwanda Ave and north to the Fire Station. The south side of Basil St from North
Victoria Windrows Loop to Santolina Pl. Ground Cover area: 49,187 square feet
Turf area: 36,461 square feet
Hardscape area: 19,600 square feet
Mulchscape: 21,071 square feet
VW-22 The paseo from North Victoria Windrows Loop at Rockrose Ave to the northeast
corner of Windrows Park and from that corner to Plum Way. Ground Cover area: 13,689 square feet
Turf area: 19,953 square feet
Hardscape area: 9,489 square feet
VW-23 The west side of Rockrose Ave from Highland Ave to North Victoria Windrows Loop.
The parkway on the north side of North Victoria Windrows Loop from Rockrose Ave to
Twinspur Pl. The parkway on the south side of North Victoria Windrows Loop from
Bougainvillea Way to Rosemary Ct. Ground Cover area: 18,299 square feet
Turf area: 3,452 square feet Hardscape area: 10,352 square feet
Page 479
____________________________________________________________________________
Landscape Maintenance District No. 2 – City of Rancho Cucamonga 11
Fiscal Year 2024/25
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 Pl to Etiwanda Ave.
The west side of Etiwanda Ave from Base Line Rd to Craig Dr. The Base Line Rd
median from Swanson Pl 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 Pl to 630 feet west of Grape Pl. 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 Pl to Etiwanda Ave.
The Base Line Rd median from Victoria Park Ln to Swanson Pl. 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
Page 480
____________________________________________________________________________
Landscape Maintenance District No. 2 – City of Rancho Cucamonga 12
Fiscal Year 2024/25
VG-2 The turf on the east side of York Pl from Delaware St to Fairmont Way. The ground
cover on the south side of Fairmont Way from York Pl 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 Pl and the turf south of the sidewalk
on the north side of Fairmont Way from Armstrong Pl continuing on that curb line to
York Pl. The ground cover on the west side of York Pl from Fairmont Way to
Delaware St and the ground cover on the east side of York Pl. The turf and ground
cover on the west side of Fairmont Way from Emerson St continuing along that curb
line to Armstrong Pl. The turf and ground cover on the east and west sides of Biola Pl. 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 Pl 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 Pl. 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 Pl to Amarillo St to Delaware St at York Pl. Ground Cover area: 12,448 square feet
Turf area: 44,896 square feet Hardscape area: 7,992 square feet
Page 481
____________________________________________________________________________
Landscape Maintenance District No. 2 – City of Rancho Cucamonga 13
Fiscal Year 2024/25
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 Pl 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 Pl. The turf and ground cover on the east side of Vanderbilt Pl from
Baltimore Dr to Brown Dr. The paseo from Vanderbilt Pl 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
Page 482
____________________________________________________________________________
Landscape Maintenance District No. 2 – City of Rancho Cucamonga 14
Fiscal Year 2024/25
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 Pl from Brown Dr to Bethany Dr. The paseo
from Capitol Pl 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
Page 483
____________________________________________________________________________
Landscape Maintenance District No. 2 – City of Rancho Cucamonga 15
Fiscal Year 2024/25
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 Pl. The turf and ground cover on both sides of Casoli Pl from Ellena West to
Candela Dr. The turf and ground cover on both sides of Crema Pl from Ellena West to
Candela Dr. Ground Cover area: 89,456 square feet
Turf area: 62,999 square feet Hardscape area: 44,826 square feet
VG-15 The turf and ground cover on the west side of Rochester Ave from the Southern
Pacific Railroad to Base Line Rd. The turf and ground cover on the north side of
Base Line Rd from Rochester Ave to Ellena East. The Base Line Rd Median from
Rochester Ave to Ellena East. The turf and ground cover on the east side of
Ellena East from Base Line Rd and continuing along that curb line to 275 feet north of
Berra Rd. The turf and ground cover on both sides of Berra Rd from Ellena East to
Comiso Way. Ground Cover area: 58,588 square feet
Turf area: 57,306 square feet Hardscape area: 36,014 square feet
VG-16 The paseo from Base Line Rd to Ellena West with entrances to Amelia Dr and
Pavola Dr. Ground Cover area: 9,661 square feet
Turf area: 11,529 square feet Hardscape area: 5,804 square feet
VG-17 The paseo from Fairmont Way to the Southern Pacific Railroad. The paseo from
Fabriano Pl to Martano Pl. 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 Pl and to Tolentino Dr. Ground Cover area: 12,555 square feet
Turf area: 17,856 square feet Hardscape area: 7,380 square feet
Page 484
____________________________________________________________________________
Landscape Maintenance District No. 2 – City of Rancho Cucamonga 16
Fiscal Year 2024/25
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 Pl to the northeast corner of Milliken Ave and Victoria Park Ln. The ground
cover on the west side of Parma Pl 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 Pl from Victoria Park Ln to Lomello Way.
The ground cover on the north side of Victoria Park Ln from Parma Pl to 653 feet east
of Kenyon Way. The turf on the north side of Victoria Park Ln from Parma Pl 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
Page 485
____________________________________________________________________________
Landscape Maintenance District No. 2 – City of Rancho Cucamonga 17
Fiscal Year 2024/25
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 Pl. 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 Pl 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 Pl. 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 Pl. The east side of
Woodruff Pl 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 Pl. 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 Pl 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
Page 486
____________________________________________________________________________
Landscape Maintenance District No. 2 – City of Rancho Cucamonga 18
Fiscal Year 2024/25
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 Pl to Sappada Pl. The paseo from
Sappada Pl to Carano Pl. The south side of Montella Dr from Carano Pl to Trivento Pl. 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 Pl from Larino Dr to Letini Dr. The west side of Tindari Pl
from Letini Dr to Larino Dr. The greenbelt on the south side of Marconi Pl from
Trivento Pl to Comiso Way. The east side of Comiso Way from Scalea Pl to Santo Pl. 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 Pl to Bettola Pl. Ground Cover area: 20,172 square feet
Turf area: 8,190 square feet Hardscape area: 8,292 square feet
VG-33 The paseo at the north end of Sapri Pl 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 Pl 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
Page 487
____________________________________________________________________________
Landscape Maintenance District No. 2 – City of Rancho Cucamonga 19
Fiscal Year 2024/25
VG-36 The north side of Victoria Park Ln from the east side of Deer Creek Channel to
Rochester Ave. Ground Cover area: 55,780 square feet
Turf area: 10,500 square feet Hardscape area: 8,004 square feet
VG-37 The paseo at the end of Ardmoor Ct to the Southern Pacific Railroad. Ground Cover area: 1,350 square feet Hardscape area: 950 square feet
VG-38 The east side of Milliken Ave from 106 feet north of Victoria Park Ln to Kenyon Way.
The north and south side of Spring Mist Dr from Milliken Ave to Summerstone Ct. The
south side of Kenyon Way from Milliken Ave to Kenyon Park. Ground Cover area: 28,051 square feet
Turf area: 4,533 square feet Hardscape area: 12,879 square feet
VG-39 The north side of Victoria Park Ln from Kenyon Way paseo to 132 feet east of Milliken
Ave. The Kenyon Way paseo from Victoria Park Ln to Fairwinds Ct. The paseo from
Victoria Park Ln to the south west corner of Kenyon Park. Ground Cover area: 55,089 square feet
Turf area: 13,120 square feet
Hardscape area: 7,676 square feet
VG-40 The south side of Highland Ave from 413 feet west of Highland Ave paseo to Highland
Ave paseo. The east side of Highland Ave paseo from Highland Ave to Kenyon Way.
The north side of Kenyon Way from Highland Ave paseo to Autumn Glen Ct. Ground Cover area: 56,553 square feet Hardscape area: 12,314 square feet
VG-41 The west side of Rochester Ave from 294 feet south of Highland Ave to Lark Dr. The
north side of Lark Dr from Rochester Ave to 1230 feet west of Rochester Ave. Ground Cover area: 31,413 square feet Hardscape area: 13,338 square feet
VG-42 The south side of Highland Ave from 1,314 feet west of Rochester Ave to
Rochester Ave. The west side of Rochester Ave from Highland Ave to 294 feet south
of Highland Ave. The north side of Highland Ave from Rochester Ave to Woodruff Pl. Ground Cover area: 40,346 square feet Hardscape area: 15,445 square feet
Page 488
____________________________________________________________________________
Landscape Maintenance District No. 2 – City of Rancho Cucamonga 20
Fiscal Year 2024/25
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 Pl 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 Pl 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 Pl to Rochester Ave. The
north side of Base Line Rd from 278 feet east of Virginia Pl 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
Page 489
____________________________________________________________________________
Landscape Maintenance District No. 2 – City of Rancho Cucamonga 21
Fiscal Year 2024/25
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 Pl. 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 Pl. The south side of
Sugar Gum St from Milliken Ave to 111 feet east of Suffolk Pl. 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 Pl 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 Pl to the Southern Pacific Railroad. Ground Cover area: 1,775 square feet Hardscape area: 2,575 square feet
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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.
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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
2024/25 Budget
Expenditures
Personnel Services:
Regular Salaries 667,190$
Overtime Salaries 4,000
Part-time Salaries 70,330
Fringe Benefits 355,290
Subtotal - Personnel 1,096,810
Operations and Maintenance:
Operations and Maintenance:
O & M/General 89,300
Contract Services:
Contract Services/General 1,847,720
Tree Maintenance 392,330
Contract Vehicle Maintenance and Repair 5,000
Subtotal - Contract Services 2,245,050
Utilities:
Water Utilities 738,980
Electric Utilities 51,630
Subtotal - Utilities 790,610
Assessment Administration 24,760
Admin./General Overhead 513,220
Interfund Allocation 86,840
Subtotal - Operations and Maintenance 3,749,780
Capital Expenditures:
Captial Outlay - Improvements Other Than Building 222,000
Captial Projects 1,091,460
Subtotal - Capital Expenditures 1,313,460
Total Expenditures Budget 6,160,050$
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Fiscal Year 2024/25
Fiscal Year
2024/25 Budget
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 4,240,500$
Anticipated Prior Year Delinquencies Collection 27,410
Subtotal - Taxes 4,267,910
Other Revenues:
Park Maintenance Fees 960
Transfer In:
Transfer In - General Fund 370,940
Total Revenues Budget 4,639,810
Contribution to/(Use of) Fund Balance (1,520,240)$
Total Gross Estimated Assessments 4,240,500.57$
Total District EBU Count 81,554.11
Actual Assessment per EBU - Fiscal Year 2024/25 52.00$
Maximum Allowable Assessment per EBU - Fiscal Year 2024/25 54.23$
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, 2024 3,288,098$
Contribution to/(Use of) Reserve - Fiscal Year 2024/25 (1,520,240)
Estimated Reserve Fund Balance, June 30, 2025 1,767,858$
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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).
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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
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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,
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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 5,843 single family residences, 525 condominium units, 589
multi-family (apartment) units, 51.88 acres of commercial property, 4 schools, 1 Church, 1 fire
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station, and 56.54 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
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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.
School District Population
Estimated Number
of Persons
Within District Boundaries 2,426
Outside District Boundaries 4,184
Total Population – uses walking as
primary mode of transportation 6,610
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.
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School District Boundary General
Benefit 3.17%
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.
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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.
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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.
School District Population
Estimated Number
of Persons
Within District Boundaries 10,240
Outside District Boundaries 17,663
Total Population – uses personal vehicle
as primary mode of transportation 27,903
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
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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%1 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.
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Street Name
Average Number of
Vehicles per Day1
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.
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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 17.10%
Based on the above calculations, the general benefit portion of the improved aesthetics,
increased safety, and economic activity benefits resulting from the street landscaping
improvements is estimated to be 17.10% and the special benefit is estimated to be 82.90%.
Neighborhood Parks
The six parks within the District were installed specifically for the residents of the District. Each
of the parks is considered to be a neighborhood park, intended to serve those parcels within a
one-half mile radius from the park. All parcels within the District are within a one-half mile from
one of the six neighborhood parks, and most parcels outside of the District have their own
neighborhood parks within close proximity. Even though the park facilities were installed for the
benefit of the residents and those working within the District, there will be some general benefit
to those people who do not live or conduct business inside the District.
There are 43.10 acres of park land within the District. According to the Trip Generation (2003)
report, a City park generates an average of 1.59 trips per acre, with a range of rates between
1.04 – 8.00 (arithmetic mean is 4.52). Considering the mean rate per acre (4.52 trips), there are
approximately 195 daily trips generated for parks within the District. According to the 2009
NHTS database, the average number of persons per vehicle is estimated to be 1.61 persons.
Therefore, based on the 195 daily park trips generated, 314 people are using the parks within
the District.
There is a standard of one-half mile as a reasonable distance to walk to a park (California DOT,
1979). There are 6,957 households within the District, and an additional 1,834 households that
are within a one-half mile and have direct access to the parks, but whose properties are not
within the boundaries of the District.
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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.
One-Half Mile
Park Population
Estimated
Number of
People Using
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%
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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:
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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.
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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
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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
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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:
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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.
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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
Special Benefit
Points
=
Parcel’s
Aesthetic
Benefit Points
+
Parcel’s
Safety
Benefit Points
+
Parcel’s
Economic
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
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Landscape Maintenance District No. 2 – City of Rancho Cucamonga 46
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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
Benefit Units =
Parcel’s Total
Special Benefit
Points
X Parcel
Factor
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
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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
Benefit Unit = Total Costs to
be Assessed / District’s Total
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)
Parcel’s Total
Benefit Units
=
(B)
Parcel’s Total
Special Benefit
Points
X
(C)
Parcel
Factor
(B)
Parcel’s Total
Special Benefit
Points
=
Parcel’s
Aesthetic
Benefit Points
+
Parcel’s
Safety
Benefit Points
+
Parcel’s
Economic
Benefit Points
(C)
Parcel Factor
Residential Parcel Factor = Units
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.
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Step 2: Determine each parcel’s appropriate aesthetic benefit points based on land use. The
aesthetic benefit points are shown in the following table:
Parcel Land Use Category
Aesthetic
Benefit Points
Single Family Residential 4.00
Condominium Residential 2.80
Multi-Family Residential 2.80
Commercial/Industrial 16.00
Public Service Parcels – Church/Fire Station/School 1.00
Undeveloped 0.40
Common Area/Roads/Easements/Utility 0.00
Step 3: Determine each parcel’s appropriate safety benefit points based on land use. The
safety benefit points are shown in the following table:
Parcel Land Use Category
Safety Benefit
Points
Single Family Residential 3.00
Condominium Residential 2.10
Multi-Family Residential 2.10
Commercial/Industrial 18.00
Public Service Parcels – Church/Fire Station/School 2.00
Undeveloped 0.30
Common Area/Roads/Easements/Utility 0.00
Step 4: Determine each parcel’s appropriate economic benefit points based on land use.
The economic benefit points are shown in the following table:
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
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Landscape Maintenance District No. 2 – City of Rancho Cucamonga 49
Fiscal Year 2024/25
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
Factor = Acreage
Step 7: Multiply the total benefit points by parcel factor to compute each parcel’s total special
benefit units.
Step 8: Sum the result of Step 7 for all parcels in the District.
Step 9: Separate the general benefit from the special benefit, and divide the portion of the
budget representing special benefit by the result of Step 8 to compute the rate per
benefit unit.
Step 10: Multiply each parcel’s total benefit units by the result of Step 9 to compute each
parcel’s assessment.
Step 11: In future years the rate per benefit unit may be adjusted by inflation.
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Landscape Maintenance District No. 2 – City of Rancho Cucamonga 50
Fiscal Year 2024/25
Proposed Maximum Assessment Rates
The Fiscal Year 2024/25 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 2024/25, the calculation is as follows:
Maximum Assessment
per Benefit Unit =Special Benefit
to be Assessed /District’s Total
Benefit Units
$54.23 = $ 4,421,068.32 /81,554.11
Parcel Land Use Category
Total Benefit
Points Parcel Factor
Maximum Allowable
Assessment for
2024/25
Single Family Residential 11.00 Parcel 596.42$
Condominium Residential 8.10 Unit 438.92
Multi-Family Residential 7.70 Unit 416.97
Commercial/Industrial 52.00 Acre 2,819.44
Public Service Parcels - Church/ Fire
Station/ School 3.00 Acre 162.66
Undeveloped 2.20 Ac re 118.76
Common Area/ Roads / Easements/
Utility 0.00 Parcel -
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 2024/25 will increase from $544.82 to $572.06 per
single-family residence, a CPI increase of 5.0% as compared to Fiscal Year 2024/25.
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Landscape Maintenance District No. 2 – City of Rancho Cucamonga 51
Fiscal Year 2024/25
ASSESSMENT DIAGRAM
An Assessment Diagram for the District is shown on the following page. The lines and
dimensions of each lot or parcel within the District are those lines and dimensions shown on the
maps of the San Bernardino County Assessor Office, at the time this report was prepared, and
are incorporated by reference herein and made part of this Engineer's Report.
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Landscape Maintenance District No. 2 – City of Rancho Cucamonga 52
Fiscal Year 2024/25
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Landscape Maintenance District No. 2 – City of Rancho Cucamonga 53
Fiscal Year 2024/25
ASSESSMENT ROLL AND ANNEXATIONS
Assessment Roll
The assessment roll is a listing of the assessment for Fiscal Year 2024/25 apportioned to each
lot or parcel, as shown on the last equalized roll of the Assessor of the County of San
Bernardino. The following table summarizes the Fiscal Year 2024/25 actual assessments for the
District:
Property Type (County Use Code)
Actual
Assessment
Rate Per EBU
Total Units/
Acres Total EBUs Total Assessment
Single Family Residential 52.00$ 5,890.00 64,790.00 3,369,433.40
Condominium Residential 52.00 972.00 7,873.20 409,202.28
Multi-Family Residential 52.00 729.00 5,613.30 291,567.56
Commercial/ Industrial 52.00 57.97 3,014.44 156,687.52
Public Service Parcels – Church/Fire
Station/ School 52.00 75.28 225.84 11,675.54
Undeveloped 52.00 16.97 37.33 1,934.27
Total 7,741.22 81,554.11 4,240,500.57
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 2024/25.
Page 522
ATTACHMENT 3
Annual Engineer’s Report
Fiscal Year 2024/25
City of Rancho Cucamonga
Landscape Maintenance District No. 3B
(Commercial Industrial)
Page 523
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 Tem
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Ashley N. Stickler, Council Member
CITY STAFF
John R. Gillison, City Manager
Elisa Cox, Assistant City Manager
Jason C. Welday, Director of Engineering Services/City Engineer
Micah Martin, Public Works Director
Noah Daniels, Finance Director
Page 524
TABLE OF CONTENTS
ENGINEER’S LETTER 1
INTRODUCTION 3
Reason for Assessment 3
Process for Annual Assessment 3
PLANS AND SPECIFICATIONS 4
Description of the Boundaries of the District 4
Description of Improvements and Services 4
Map of Improvements 8
ESTIMATE OF COSTS 10
District Budget 10
Definitions of Budget Items 12
METHOD OF ASSESSMENT 13
Overview 13
General Benefit 14
Special Benefit 14
Method of Assessment Spread 15
ASSESSMENT DIAGRAM 16
ASSESSMENT ROLL AND ANNEXATIONS 18
Assessment Roll 18
Annexations 18
Page 525
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Landscape Maintenance District No. 3B – City of Rancho Cucamonga 1
Fiscal Year 2024/25
ENGINEER’S LETTER
WHEREAS, on June 5, 2024, the City Council of Rancho Cucamonga (the “City”), under
the Landscape and Lighting Act of 1972 (the “1972 Act”) adopted its Resolution No.
2024-046, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Landscape
Maintenance District No. 3B (Commercial Industrial) (the “District”); and
WHEREAS, the Resolution Initiating Proceedings directed staff to prepare and file an
Annual Engineer’s Report for Fiscal Year 2024/25 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
2024/25 Budget
Expenditures
Personnel Services 174,050$
Operations and Maintenance 980,280
Total Expenditures Budget 1,154,330
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 843,610
Anticipated Prior Year Delinquencies Collection 9,610
Subtotal - Taxes 853,220
Other Revenues 80,100
Transfer In 1,950
Total Revenues Budget 935,270
Contribution to/(Use of) Fund Balance (219,060)$
Total District EBU Count 2,988.97
Actual Assessment per EBU 282.24$
Maximum Allowable Assement per EBU 352.80$
Page 526
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Landscape Maintenance District No. 3B – City of Rancho Cucamonga 2
Fiscal Year 2024/25
In making the assessments contained herein pursuant to the 1972 Act:
1. I have identified all parcels which will have a special benefit conferred upon them from the
improvement described in the Special Benefit Section of this Annual Engineer’s Report
(the “Specially Benefited Parcels”). For particulars as to the identification of said parcels,
reference is made to the Assessment Diagram, a copy of which is included in this Annual
Engineer’s Report.
2. I have evaluated the costs and expenses of the improvements upon the Specially
Benefited Parcels. In making such evaluation:
a. The proportionate special benefit derived by each Specially Benefited Parcel from
the improvements was determined in relationship to the entirety of the
maintenance costs of the improvements;
b. No assessment has been imposed on any Specially Benefited Parcel which
exceeds the reasonable cost of the proportional special benefit conferred on such
parcel from the improvements; and
c. Any general benefits from the improvements have been separated from the special
benefits and only special benefits have been assessed.
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.
07/17/2024
Jason C. Welday
Director of Engineering Services/City Engineer
Date
Page 527
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Landscape Maintenance District No. 3B – City of Rancho Cucamonga 3
Fiscal Year 2024/25
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
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Landscape Maintenance District No. 3B – City of Rancho Cucamonga 4
Fiscal Year 2024/25
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
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Landscape Maintenance District No. 3B – City of Rancho Cucamonga 5
Fiscal Year 2024/25
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 Pl. Ground Cover area: 5,114 square feet
J-8 The 6th St from Richmond Pl 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
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Landscape Maintenance District No. 3B – City of Rancho Cucamonga 6
Fiscal Year 2024/25
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.
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Landscape Maintenance District No. 3B – City of Rancho Cucamonga 7
Fiscal Year 2024/25
FH-2 The Foothill Blvd median from Spruce Ave to Milliken Ave. Ground Cover area: 7,940 square feet The total square footage for the improvement is 15,879; however, due to the location
of the improvement the other half is maintained by landscape maintenance district 4-R.
FH-3 The Foothill Blvd median from 790 feet west of Market Pl to Market Pl. Ground Cover area: 4,434 square feet
FH-4 The Foothill Blvd median from Market Pl to Etiwanda Ave. Ground Cover area: 10,392 square feet
FH-5 The Foothill Blvd median from 360 feet west of Masi Dr to 516 feet west of Masi Dr. Ground Cover area: 800 square feet
The total square footage for the improvement is 1,600; however, due to the location of
the improvement the other half is maintained by landscape maintenance district 4-R.
FH-6 The Foothill Blvd median from Masi Dr Plaza to Rochester Ave. Ground Cover area: 800 square feet The total square footage for the improvement is 1,600; however, due to the location of
the improvement the other half is maintained by landscape maintenance district 4-R.
FH-7 The Foothill Blvd median from Vineyard Ave to Orchard Plaza. Ground Cover area: 2,605 square feet
FH-8 The Foothill Blvd median from Orchard Plaza to Lion St. Ground Cover area: 344 square feet
FH-9 The Foothill Blvd median from Hellman Ave to Malachite Ave and from Malachite Ave
to Archibald Ave. Ground Cover area: 21,474 square feet
FH-10 The Foothill Blvd median from Archibald Ave to Ramona Ave. Ground Cover area: 4,770 square feet
FH-11 The Foothill Blvd median from Ramona Ave to Hermosa Ave. Ground Cover area: 5,210 square feet
FH-12 The Foothill Blvd median from Hermosa Ave to Center Ave. Ground Cover area: 6,329 square feet
FH-13 The Foothill Blvd median from Center Ave to Haven Ave. Ground Cover area: 6,286 square feet
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Landscape Maintenance District No. 3B – City of Rancho Cucamonga 8
Fiscal Year 2024/25
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.
Page 533
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Landscape Maintenance District No. 3B – City of Rancho Cucamonga 9
Fiscal Year 2024/25
Page 534
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Landscape Maintenance District No. 3B – City of Rancho Cucamonga 10
Fiscal Year 2024/25
ESTIMATE OF COSTS
The estimated costs of administration, maintenance, operations, and servicing the improvements
as described in the Plans and Specifications are summarized below. Each year, as part of the
District levy calculation process, the costs and expenses are reviewed and the annual costs are
projected for the following fiscal year.
District Budget
Fiscal Year
2024/25 Budget
Expenditures
Personnel Services:
Regular Salaries 115,200$
Part-time Salaries 980
Fringe Benefits 57,870
Subtotal - Personnel 174,050
Operations and Maintenance:
Operations and Maintenance:
Computer Software 500
O & M/General 19,300
O & M/Facilities 12,080
Subtotal - Operations and Maintenance 31,880
Contract Services:
Contract Services/General 442,350
Contract Services/Facilities 219,060
Tree Maintenance 52,220
Subtotal - Contract Services 713,630
Utilities:
Water Utilities 121,620
Electric Utilities 40,880
Subtotal - Utilities 162,500
Assessment Administration 4,460
Admin./General Overhead 67,810
Subtotal - Operations and Maintenance 980,280
Total Expenditures Budget 1,154,330$
Page 535
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Landscape Maintenance District No. 3B – City of Rancho Cucamonga 11
Fiscal Year 2024/25
Fiscal Year
2024/25 Budget
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 843,610$
Anticipated Prior Year Delinquencies Collection 9,610
Subtotal - Taxes 853,220
Other Revenues:
Parking Permits 80,000
Other Revenue 100
Subtotal - Other Revenues:80,100
Transfer In:
Transfer In - CFD Empire Lakes 1,950
Total Revenues Budget 935,270
Contribution to/(Use of) Fund Balance (219,060)$
Total Gross Estimated Assessments 843,606.77$
Total District EBU Count 2,988.97
Actual Assessment per EBU - Fiscal Year 2024/25 282.24$
Maximum Allowable Assessment per EBU - Fiscal Year 2024/25 352.80$
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, 2024 2,272,627$
Contribution to/(Use of) Reserve - Fiscal Year 2024/25 (219,060)
Estimated Reserve Fund Balance, June 30, 2025 2,053,567$
Page 536
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Landscape Maintenance District No. 3B – City of Rancho Cucamonga 12
Fiscal Year 2024/25
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).
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Landscape Maintenance District No. 3B – City of Rancho Cucamonga 13
Fiscal Year 2024/25
METHOD OF ASSESSMENT
Overview
Pursuant to the 1972 Act and Article XIII D, all parcels that have a special benefit conferred upon
them as a result of the maintenance and operation of improvements and services shall be
identified, and the proportionate special benefit derived by each identified parcel shall be
determined in relationship to the entire costs of the maintenance and operation of improvements.
The 1972 Act, permits the establishment of assessment districts for the purpose of providing
certain public improvements which include the operation, maintenance and servicing of
landscaping improvements.
Section 22573 of the 1972 Act requires that maintenance assessments must be levied according
to benefit rather than according to assessed value. This Section states:
The net amount to be assessed upon lands within an assessment district may be
apportioned by any formula or method which fairly distributes the net amount
among all assessable lots or parcels in proportion to the estimated benefit to be
received by each such lot or parcel from the improvements.
The determination of whether or not a lot or parcel will benefit from the
improvements shall be made pursuant to the Improvement Act of 1911 (Division 7
commencing with Section 5000) [of the Streets and Highways Code, State of
California].
Section 22547 of the 1972 Act also permits the designation of zones of benefit within any
individual assessment district if "by reasons or variations in the nature, location, and extent of the
improvements, the various areas will receive different degrees of benefit from the improvement".
Article XIII D, Section 4(a) of the California Constitution limits the amount of any assessment to
the proportional special benefit conferred on the property. Article XIIID also provides that publicly
owned properties must be assessed unless there is clear and convincing evidence that those
properties receive no special benefit from the assessment. Exempted from the assessment would
be the areas of public streets, public avenues, public lanes, public roads, public drives, public
courts, public alleys, public easements and rights-of-ways, public greenbelts and public parkways.
The net amount to be assessed may be apportioned by any formula or method which fairly
distributes the net amount among all assessable lots or parcels. Proposition 218, approved by
the voters in November 1996, requires the City to separate general benefit from special benefit,
where only special benefit is assessed.
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Landscape Maintenance District No. 3B – City of Rancho Cucamonga 14
Fiscal Year 2024/25
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
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Landscape Maintenance District No. 3B – City of Rancho Cucamonga 15
Fiscal Year 2024/25
share. They contribute to a specific enhancement of the properties within the District. Since these
improvements, including the community trails, were installed and are maintained specifically for
the properties within the District, only properties within the District receive a special benefit and
are assessed for said maintenance.
Method of Assessment Spread
Each of the parcels within the District is deemed to receive special benefit from the improvements.
Each parcel that has a special benefit conferred upon it as a result of the maintenance and
operation of improvements is identified and the proportionate special benefit derived by each
identified parcel is determined in relationship to the entire costs of the maintenance and operation
of the improvements.
When the District was formed, Article XIII D and Proposition 218 had not yet been passed. Upon
the passage of Article XIII D and the subsequent passage of the Proposition Omnibus
Implementation Act, new rules were put into place. Due to the changes in legal requirements, as
property annexed to the District after the passage of the Assessment Law, the description of the
method of assessment became more refined, however, the assessment per parcel has remained
the same since Fiscal Year 1996/97. Further, no parcel included in the District formation or
annexations prior to when the language was refined are now being levied differently than they
were at the time the District was formed or the parcels were annexed.
To assess special benefit appropriately, it is necessary to relate the different type of parcel
improvements to each other. The EBU method of apportionment uses the single-family home as
the basic unit of assessment.
A single-family home equals one EBU. Every other land-use is converted to EBUs based on an
assessment formula that equates to the property's specific development status, type of
development (land-use), and size of the property, as compared to a single-family home. The
following table provides the weighting factors applied to various land-use types, as assigned by
County use code, to determine each parcel's EBU assignment.
Land-Use Equivalent Dwelling Units
Property Type (County Use Code)EBU Value Multiplier
Non-Residential 1.00 Acre
The use of the latest County Assessor's Secured Roll shall be the basis for the Property Type
determination and units/acreage assignments, unless better data is available to the City. In
addition, if any parcel within the District is identified by the County Auditor/Controller to be an
invalid parcel number for the current fiscal year, the Property Type and EBU assignment shall be
based on the correct parcel number and/or new parcel number(s) County use code and
subsequent property information. If a single parcel has changed to multiple parcels, the EBU
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Landscape Maintenance District No. 3B – City of Rancho Cucamonga 16
Fiscal Year 2024/25
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 2024/25 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
Non-Residential $352.80 $282.24 2,988.97 2,988.97
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.
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Landscape Maintenance District No. 3B – City of Rancho Cucamonga 17
Fiscal Year 2024/25
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Landscape Maintenance District No. 3B – City of Rancho Cucamonga 18
Fiscal Year 2024/25
ASSESSMENT ROLL AND ANNEXATIONS
Assessment Roll
The assessment roll is a listing of the assessment for Fiscal Year 2024/25 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 2024/25 actual assessment for the District:
Property Type (County Use Code)
Actual
Assessment
Rate per EBU
Total
Units/Acres Total EBUs Total Assessment
Non-Residential $282.24 2,988.97 2,988.97 $843,606.77
Totals 2,988.97 2,988.97 $843,606.77
A copy of the full assessment roll is available for review in the City Clerk's office.
Annexations
The following annexations are effective for Fiscal Year 2024/25:
APN
Annexation
Date Project Name
Total Units/
Acres Total EBUs Property Type
0229-291-54 02/15/23 SUBTPM20251 32.83 32.83 Commercial/Industrial
0229-021-97 02/15/23 DRC2021-00320 2.37 2.37 Commercial/Industrial
Page 543
ATTACHMENT 4
Annual Engineer’s Report
Fiscal Year 2024/25
City of Rancho Cucamonga
Landscape Maintenance District No. 4-R
(Terra Vista Planned Community)
Page 544
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 Tem
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Ashley N. Stickler, Council Member
CITY STAFF
John R. Gillison, City Manager
Elisa Cox, Assistant City Manager
Jason C. Welday, Director of Engineering Services/City Engineer
Micah Martin, Public Works Director
Noah Daniels, Finance Director
Page 545
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 546
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 1
Fiscal Year 2024/25
ENGINEER’S LETTER
WHEREAS, on June 5, 2024, the City Council of Rancho Cucamonga (the “City”), under
the Landscape and Lighting Act of 1972 (the “1972 Act”) adopted its Resolution No.
2024-046, 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 2024/25 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
2024/25 Budget
Expenditures
Personnel Services 1,198,530$
Operations and Maintenance 1,904,620
Capital Expenditures 1,473,750
Total Expenditures Budget 4,576,900
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 3,082,780
Anticipated Prior Year Delinquencies Collection 10,750
Subtotal - Taxes 3,093,530
Other Revenues 810
Total Revenues Budget 3,094,340
Contribution to/(Use of) Fund Balance (1,482,560)$
Total District EBU Count 7,050.26
Actual Assessment per EBU 437.86$
Maximum Allowable Assement per EBU 531.67$
Page 547
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 2
Fiscal Year 2024/25
In making the assessments contained herein pursuant to the 1972 Act:
1. I have identified all parcels which will have a special benefit conferred upon them from the
improvement described in the Special Benefit Section of this Annual Engineer’s Report
(the “Specially Benefited Parcels”). For particulars as to the identification of said parcels,
reference is made to the Assessment Diagram, a copy of which is included in this Annual
Engineer’s Report.
2. I have evaluated the costs and expenses of the improvements upon the Specially
Benefited Parcels. In making such evaluation:
a. The proportionate special benefit derived by each Specially Benefited Parcel from
the improvements was determined in relationship to the entirety of the
maintenance costs of the improvements;
b. No assessment has been imposed on any Specially Benefited Parcel which
exceeds the reasonable cost of the proportional special benefit conferred on such
parcel from the improvements; and
c. Any general benefits from the improvements have been separated from the special
benefits and only special benefits have been assessed.
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.
07/17/2024
Jason C. Welday
Director of Engineering Services/City Engineer
Date
Page 548
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 3
Fiscal Year 2024/25
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
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 4
Fiscal Year 2024/25
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
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 5
Fiscal Year 2024/25
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 Pl
Bunker Hill Dr
Cedarbrook Pl
Chesterton Dr
Clarisa Pl
Corsica Ct
(Country View Dr to
Milliken Ave)
Country View Dr
(Mountain View Dr to
Palacio Ct)
Covington Pl
Danbury Dr
Danner Ct
De Anza Dr
Derby Pl
Downing Ct
Ellena East & West
(s/o Terra Vista Pkwy to
Fitzpatrick Dr)
Emery Pl
Fitzpatrick Dr
Fulbourn Ct
Hinton Ct
Linaro Rd
Meyers Dr
Potomac Ct
Radcliff Pl
Regent Dr
Rockingham Ct
Saranza Pl
Southhampton Ct
Terra Vista Pkwy
(Church St to Brandywine
Pl)
Wellington Pl
Yorktown Ct
The breakdown of maintained areas is as follows:
Site # Descriptive Location
TV-1 The monument on the southeast corner of Haven Ave and Base Line Rd. The Base
Line Rd median from Haven Ave to the Deer Creek Channel. The south side of Base
Line from Haven to Deer Creek Channel less from the frontage of the condominium
complex. Ground Cover area: 22,054 square feet Hardscape area: 10,630 square feet
TV-2 The Base Line Rd median from Spruce Ave to the Deer Creek Channel. The south side
of Base Line Rd from Deer Creek Channel to Spruce Ave. The west side of Spruce Ave
from Base Line Rd to Terra Vista Pkwy. The north side of Spyglass Dr from Spruce Ave
to Roxbury Pl. Ground Cover area: 18,863 square feet
Turf area: 15,067 square feet Hardscape area: 12,575 square feet
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 6
Fiscal Year 2024/25
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 Pl to 112 feet west of Butterfield Pl;
Terra Vista Pkwy median from Spruce Ave to Milliken Ave and the south side of
Terra Vista Pkwy from 164 feet west of Belpine Pl to Belpine Pl. 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
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 7
Fiscal Year 2024/25
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 Pl and the west side of Summerfield Pl
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 Pl and Clover Ct from Parkside Pl 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 Pl; the south side of Mountain View Dr
from Spruce Ave to 290 feet east of Belvedere Pl 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 Pl to 590 feet east
of Fairhaven Pl; the paseo south of Mountain View Dr between Belvedere Pl and
Fairhaven Pl 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 Pl 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.
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 8
Fiscal Year 2024/25
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 Pl 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
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 9
Fiscal Year 2024/25
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 Pl 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 Pl and from Windsong Pl 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
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 10
Fiscal Year 2024/25
TV-32 The Greenwich Pl paseo from Greenwich Pl 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 Pl to Belpine Pl. 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 Pl 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
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 11
Fiscal Year 2024/25
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 Pl. The paseo from
Brandywine Pl to Bunker Hill Dr. The east side of Radcliff Pl 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.
Page 557
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 12
Fiscal Year 2024/25
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 LMD 4-R with the remainder maintained by LMD 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 LMD 4-R with the remainder maintained by LMD 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 LMD 4-R with the remainder maintained by LMD 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 LMD 4-R with the remainder maintained by LMD 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 LMD 4-R with the remainder maintained by LMD 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 LMD 4-R with the remainder maintained by LMD 2.
Page 558
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 13
Fiscal Year 2024/25
Map of Improvements
The following page shows the map of landscaping improvements, including irrigation sites and
community trails, to be maintained using District funds.
Page 559
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 14
Fiscal Year 2024/25
Page 560
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 15
Fiscal Year 2024/25
ESTIMATE OF COSTS
The estimated costs of administration, maintenance, operations, and servicing the improvements
as described in the Plans and Specifications are summarized below. Each year, as part of the
District levy calculation process, the costs and expenses are reviewed and the annual costs are
projected for the following fiscal year.
District Budget
Fiscal Year
2024/25 Budget
Expenditures
Personnel Services:
Regular Salaries 769,660$
Overtime Salaries 1,050
Part-time Salaries 32,890
Fringe Benefits 394,930
Subtotal - Personnel 1,198,530
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 798,870
Tree Maintenance 121,470
Contract Vehicle Maintenance/Repair 6,000
Subtotal - Contract Services 926,340
Utilities:
Water Utilities 433,730
Electric Utilities 21,790
Subtotal - Utilities 455,520
Assessment Administration 14,440
Admin./General Overhead 413,250
Subtotal - Operations and Maintenance 1,904,620
Capital Expenditures:
Captial Outlay - Improvements Other Than Building 943,750
Captial Project 530,000
Subtotal - Capital Expenditures 1,473,750
Total Expenditures Budget 4,576,900$
Page 561
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 16
Fiscal Year 2024/25
Fiscal Year
2024/25 Budget
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 3,082,780$
Anticipated Prior Year Delinquencies Collection 10,750
Subtotal - Taxes 3,093,530
Other Revenues:
Park Maintenance Fees 700
Sports Field User Group Rentals 110
Subtotal - Other Revenues:810
Total Revenues Budget 3,094,340
Contribution to/(Use of) Fund Balance (1,482,560)$
Total Gross Estimated Assessments 3,087,024.91$
Total District EBU Count 7,050.26
Actual Assessment per EBU - Fiscal Year 2024/25 437.86$
Maximum Allowable Assessment per EBU - Fiscal Year 2024/25 531.67$
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, 2024 7,454,542$
Contribution to/(Use of) Reserve - Fiscal Year 2024/25 (1,482,560)
Estimated Reserve Fund Balance, June 30, 2025 5,971,982$
Page 562
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 17
Fiscal Year 2024/25
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).
Page 563
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 18
Fiscal Year 2024/25
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.
Page 564
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 19
Fiscal Year 2024/25
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.
Page 565
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 20
Fiscal Year 2024/25
Method of Assessment Spread
Each of the parcels within the District is deemed to receive special benefit from the improvements.
Each parcel that has a special benefit conferred upon it as a result of the maintenance and
operation of improvements is identified and the proportionate special benefit derived by each
identified parcel is determined in relationship to the entire costs of the maintenance and operation
of the improvements.
When the District was formed, Article XIII D and Proposition 218 had not yet been passed. Upon
the passage of Article XIII D and the subsequent passage of the Proposition Omnibus
Implementation Act, new rules were put into place. Due to the changes in legal requirements, as
property annexed to the District after the passage of the Assessment Law, the description of the
method of assessment became more refined. On December 2, 2009, Proposition 218 assessment
ballot increase was approved by the property owners in this District. Therefore, all parcels
included in the District boundary, are being levied in accordance with Article XIII D and Proposition
218.
To assess special benefit appropriately, it is necessary to relate the different type of parcel
improvements to each other. The EBU method of apportionment uses the single-family home as
the basic unit of assessment since there is a total of 2,651 single family parcels within the District
which represents 69.1 percent of the total assessable parcels within the District.
A method has been developed to convert other land uses to EBUs based on an assessment
formula that equates to the property’s specific development status, type of development (land-
use), and size of the property, as compared to a single family residential parcel. Other residential
land uses are assigned Equivalent Dwelling Units (EDU) in proportion to the number of trips
generated and average number of occupants per dwelling unit in comparison to the typical single-
family parcel. Based upon the trip generation data from the ITE Trip Generation Report, San
Diego Association of Governments’ Guide to Vehicular Traffic Generation Rates which have been
adopted by San Bernardino County Transpiration Authority (formerly known as San Bernardino
Associated Governments) and the most recent census data for the City of Rancho Cucamonga,
condominiums are assigned 0.80 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
Page 566
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 21
Fiscal Year 2024/25
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
Page 567
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 22
Fiscal Year 2024/25
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 2024/25 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 $531.67 $437.86 2,652.00 2,652.00
Condominium $531.67 $437.86 1,249.00 999.20
Multi-Family Residential $531.67 $437.86 4,001.00 2,800.70
Commercial/Industrial $531.67 $437.86 176.40 573.30
Vacant (incl. all undevelped property)$531.67 $437.86 64.85 16.21
Schools $531.67 $437.86 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 2024/25 will increase from $417.01 to $437.86 per
single-family residence, a CPI increase of 5.0% as compared to Fiscal Year 2023/24.
Page 568
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 23
Fiscal Year 2024/25
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.
Page 569
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 24
Fiscal Year 2024/25
Page 570
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 25
Fiscal Year 2024/25
ASSESSMENT ROLL AND ANNEXATIONS
Assessment Roll
The assessment roll is a listing of the assessment for Fiscal Year 2024/25 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 2024/25 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 $437.86 2,652.00 2,652.00 $1,161,204.72
Condominium $437.86 1,249.00 999.20 437,512.21
Multi-Family Residential $437.86 4,001.00 2,800.70 1,226,306.50
Commercial/Industrial $437.86 176.40 573.30 251,026.02
Vacant (incl. all undevelped property)$437.86 64.85 16.21 7,099.13
Schools $437.86 35.41 8.85 3,876.33
Totals 8,178.66 7,050.26 $3,087,024.91
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 2024/25.
Page 571
ATTACHMENT 5
Annual Engineer’s Report
Fiscal Year 2024/25
City of Rancho Cucamonga
Landscape Maintenance District No. 6-R
(Caryn Planned Community)
Page 572
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 Tem
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Ashley N. Stickler, Council Member
CITY STAFF
John R. Gillison, City Manager
Elisa Cox, Assistant City Manager
Jason C. Welday, Director of Engineering Services/City Engineer
Micah Martin, Public Works Director
Noah Daniels, Finance Director
Page 573
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 574
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Landscape Maintenance District No. 6-R – City of Rancho Cucamonga 1
Fiscal Year 2024/25
ENGINEER’S LETTER
WHEREAS, on June 5, 2024, the City Council of Rancho Cucamonga (the “City”), under
the Landscape and Lighting Act of 1972 (the “1972 Act”) adopted its Resolution No.
2024-046, 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 2024/25 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
2024/25 Budget
Expenditures
Personnel Services 31,510$
Operations and Maintenance 571,770
Capital Expenditures 176,500
Total Expenditures Budget 779,780
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 604,430
Anticipated Prior Year Delinquencies Collection 5,310
Subtotal - Taxes 609,740
Transfer In 39,540
Total Revenues Budget 649,280
Contribution to/(Use of) Fund Balance (130,500)$
Total District EBU Count 1,199.84
Actual Assessment per EBU 504.32$
Maximum Allowable Assement per EBU 504.32$
Page 575
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Landscape Maintenance District No. 6-R – City of Rancho Cucamonga 2
Fiscal Year 2024/25
In making the assessments contained herein pursuant to the 1972 Act:
1. I have identified all parcels which will have a special benefit conferred upon them from the
improvement described in the Special Benefit Section of this Annual Engineer’s Report
(the “Specially Benefited Parcels”). For particulars as to the identification of said parcels,
reference is made to the Assessment Diagram, a copy of which is included in this Annual
Engineer’s Report.
2. I have evaluated the costs and expenses of the improvements upon the Specially
Benefited Parcels. In making such evaluation:
a. The proportionate special benefit derived by each Specially Benefited Parcel from
the improvements was determined in relationship to the entirety of the
maintenance costs of the improvements;
b. No assessment has been imposed on any Specially Benefited Parcel which
exceeds the reasonable cost of the proportional special benefit conferred on such
parcel from the improvements; and
c. Any general benefits from the improvements have been separated from the special
benefits and only special benefits have been assessed.
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.
07/17/2024
Jason C. Welday
Director of Engineering Services/City Engineer
Date
Page 576
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Landscape Maintenance District No. 6-R – City of Rancho Cucamonga 3
Fiscal Year 2024/25
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
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Landscape Maintenance District No. 6-R – City of Rancho Cucamonga 4
Fiscal Year 2024/25
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
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Landscape Maintenance District No. 6-R – City of Rancho Cucamonga 5
Fiscal Year 2024/25
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 Pl from Morning Pl 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 Pl, from Banyan St to Starview Pl. The north side of
Starview Pl, from Morning Pl to Starview Pl.
Ground Cover area: 14,273 square feet Turf Cover area: 5,513 square feet
Hardscape area: 5,000 square feet
CC-5 Silver Sun Ln paseo from the end of Silver Sun Ln cul-de-sac to Deer Creek Channel. Ground Cover area: 25,890 square feet
Turf area: 12,084 square feet Hardscape area: 1,350 square feet
CC-6 The east and west side of Netherlands View Loop from Vintage Dr to Vintage Dr. The
Netherlands View Loop paseo from Netherlands View Loop to Mt Sterling Ct. Ground Cover area: 88,902 square feet Turf area: 676 square feet
Hardscape area: 23,650 square feet
CC-7 The east and west side of Hillview Loop from Mt Rainier Ct to Kettle Peak Pl. Ground Cover area: 14,930 square feet
Turf area: 6,318 square feet
Hardscape area: 12,236 square feet
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Landscape Maintenance District No. 6-R – City of Rancho Cucamonga 6
Fiscal Year 2024/25
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 Pl. The west side of
Kettle Peak Pl from Hillview Loop to Donner Pass Ct. The east side of Hillview Loop
from Kettle Peak Pl 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 Pl. 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 Pl 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
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Landscape Maintenance District No. 6-R – City of Rancho Cucamonga 7
Fiscal Year 2024/25
CC-14 The east side of Sierra Crest View Loop from Mt Waverly Ct to Vintage Dr. The north
side of Vintage Dr from Sierra Crest View Loop to Sierra Crest View Loop. The east
and west side of Sierra Crest View Loop from Vintage Dr to Mt Wilson Ct. The south
side of Vintage Dr from Netherlands View Loop to 330 feet west of Netherlands
View Loop. Ground Cover area: 73,250 square feet
Turf area: 16,525 square feet Hardscape area: 9,885 square feet
CC-15 The south side of Sierra Crest View Loop from Mt Waverly Ct to Mt Cambridge Ct. The
north side of Sierra Crest View Loop from Mt Cambridge Ct to Woodland Ct. The north
side of Sierra Crest View Loop from Hilltop Ct to Caryn School. The Sierra Crest
View Loop paseo from Sierra Crest View Loop to Mt Sherman Ct. Ground Cover area: 70,990 square feet
Turf area: 7,699 square feet
Hardscape area: 20,055 square feet
CC-16 The south side of Vintage Dr from Netherlands View Loop to Rochester Ave. The north
side of Vintage Dr from Rochester Ave to Sierra Crest View Loop. The east and west
side of Sierra Crest View Loop from Mt Wilson Ct to Mt Cambridge Ct. The Netherlands
View Loop Paseo from Vintage Dr to Mt Sterling Ct. Ground Cover area: 77,202 square feet
Turf area: 3,954 square feet
Hardscape area: 18,195 square feet
CC-17 The east side of Milliken Ave from Vintage Dr to Banyan St. Ground Cover area: 13,740 square feet
Turf area: 9,088 square feet
Hardscape area: 6,460 square feet
CC-18 The north side of Vintage Dr from Milliken Ave to Hillview Loop. The south side of
Vintage Dr from 104 feet west of Hillview Loop to Milliken Ave. Ground Cover area: 32,287 square feet
Turf area: 3,889 square feet
Hardscape area: 11,188 square feet
CC-19 The Terrace View Loop paseo from Vintage Dr to Terrace View Loop. Ground Cover area: 17,469 square feet
Turf area: 15,617 square feet
Hardscape area: 2,736 square feet
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Landscape Maintenance District No. 6-R – City of Rancho Cucamonga 8
Fiscal Year 2024/25
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 Pl to Mt San Antonio Ct. Ground Cover area: 20,627 square feet
Hardscape area: 20,017 square feet
Hardscape area: 7,888 square feet
CC-21 The west side of Rochester Ave from Banyan St to 317 feet south of Vintage Dr. Ground Cover area: 31,292 square feet
CC-22 The south side of Vintage Dr from Terrace View Loop to Sierra Crest View Loop. The
east and west side of Hillview Loop from Vintage Dr to Mt Rainier Ct. Ground Cover area: 11,609 square feet
Turf area: 3,763 square feet
Hardscape area: 6,524 square feet
CC-23 The south side of Banyan St from Milliken Ave to Butler Peak Pl. The west side of
Butler Peak Pl from Banyan St to Terrace View Loop. The north side of Terrace View
Loop from Butler Peak Pl to Rainbow Falls Ct. Ground Cover area: 12,132 square feet Hardscape area: 528 square feet
CC-24 The north side of Terrace View Loop from El Capitan Ct to Butler Peak Pl. The east
side of Butler Peak Pl from Terrace View Loop to Banyan St. The south side of
Banyan St from Butler Peak Pl to 990 feet east of Butler Peak Pl. 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
Page 582
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Landscape Maintenance District No. 6-R – City of Rancho Cucamonga 9
Fiscal Year 2024/25
Map of Improvements
The following page shows the map of landscaping improvements, including irrigation sites and
community trails, to be maintained using District funds.
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Landscape Maintenance District No. 6-R – City of Rancho Cucamonga 10
Fiscal Year 2024/25
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Landscape Maintenance District No. 6-R – City of Rancho Cucamonga 11
Fiscal Year 2024/25
ESTIMATE OF COSTS
The estimated costs of administration, maintenance, operations, and servicing the improvements
as described in the Plans and Specifications are summarized below. Each year, as part of the
District levy calculation process, the costs and expenses are reviewed and the annual costs are
projected for the following fiscal year.
District Budget
Fiscal Year
2024/25 Budget
Expenditures
Personnel Services:
Regular Salaries 15,980$
Overtime Salaries 5,500
Part Time Salaries 1,630
Fringe Benefits 8,400
Subtotal - Personnel 31,510
Operations and Maintenance:
Operations and Maintenance:
O & M/General 10,550
Contract Services:
Contract Services/General 304,110
Tree Maintenance 71,850
Subtotal - Contract Services 375,960
Utilities:
Water Utilities 144,180
Electric Utilities 2,580
Subtotal - Utilities 146,760
Assessment Administration 4,570
Admin./General Overhead 33,930
Subtotal - Operations and Maintenance 571,770
Capital Expenditures:
Captial Outlay - Equipment 126,500
Captial Project 50,000
Subtotal - Capital Expenditures 176,500
Total Expenditures Budget 779,780$
Page 585
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Landscape Maintenance District No. 6-R – City of Rancho Cucamonga 12
Fiscal Year 2024/25
Fiscal Year
2024/25 Budget
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 604,430$
Anticipated Prior Year Delinquencies Collection 5,310
Subtotal - Taxes 609,740
Transfer In:
Transfer In - General Fund 39,540
Total Revenues Budget 649,280
Contribution to/(Use of) Fund Balance (130,500)$
Total Gross Estimated Assessments 605,102.05$
Total District EBU Count 1,199.84
Actual Assessment per EBU - Fiscal Year 2024/25 504.32$
Maximum Allowable Assement per EBU - Fiscal Year 2024/25 504.32$
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
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, 2024 805,546$
Contribution to/(Use of) Reserve - Fiscal Year 2024/25 (130,500)
Estimated Reserve Fund Balance, June 30, 2025 675,046$
Page 586
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Landscape Maintenance District No. 6-R – City of Rancho Cucamonga 13
Fiscal Year 2024/25
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).
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Landscape Maintenance District No. 6-R – City of Rancho Cucamonga 14
Fiscal Year 2024/25
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.
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Landscape Maintenance District No. 6-R – City of Rancho Cucamonga 15
Fiscal Year 2024/25
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.
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Landscape Maintenance District No. 6-R – City of Rancho Cucamonga 16
Fiscal Year 2024/25
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.
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Landscape Maintenance District No. 6-R – City of Rancho Cucamonga 17
Fiscal Year 2024/25
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 2024/25 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 $504.32 $504.32 966.00 966.00
Single Family Residential - Zone 2 $504.32 $504.32 310.00 232.50
School $504.32 $504.32 5.35 1.34
Undeveloped $504.32 $504.32 0.00 0.00
The total amount of maintenance and incidental costs for maintaining the landscaping and
community trail improvements is assessed to the individual parcels of real property within the
District in proportion to the special benefit received by such parcels of real property. The proposed
individual assessments are shown on the assessment roll in this report.
Cost of Living Inflator
Each fiscal year beginning Fiscal Year 2011/12, the maximum allowable assessment amount may
be increased by the lesser of 3.0% or the percentage change in the year ending February
preceding the start of the Fiscal Year of the Consumer Price Index for all Urban Consumers
(CPI-U), for the Riverside – San Bernardino – Ontario Consumer Price Index area. If for any
reason the percentage change is negative the maximum allowable assessment would not be
decreased by reason of such negative percentage change and would remain at the amount as
computed on the previous fiscal year regardless of any CPI adjustment. The annual assessment
cannot exceed the actual costs to operate the District in any given year. If operating costs are
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Landscape Maintenance District No. 6-R – City of Rancho Cucamonga 18
Fiscal Year 2024/25
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 2024/25 will increase from $490.21 to $504.32 per
single-family residence zone 1 and from $367.66 to $378.24 per single-family residence zone 2,
a CPI increase of 2.88% as compared to Fiscal Year 2023/24.
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.
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Landscape Maintenance District No. 6-R – City of Rancho Cucamonga 19
Fiscal Year 2024/25
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Landscape Maintenance District No. 6-R – City of Rancho Cucamonga 20
Fiscal Year 2024/25
ASSESSMENT ROLL AND ANNEXATIONS
Assessment Roll
The assessment roll is a listing of the assessment for Fiscal Year 2024/25 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 2024/25 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 $504.32 966.00 966.00 $487,173.12
Single Family Residential - Zone 2 $504.32 310.00 232.50 117,254.40
School $504.32 5.35 1.34 674.53
Undeveloped $504.32 0.00 0.00 0.00
Totals 1,281.35 1,199.84 $605,102.05
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 2024/25.
Page 594
ATTACHMENT 6
Annual Engineer’s Report
Fiscal Year 2024/25
City of Rancho Cucamonga
Landscape Maintenance District No. 7
(North Etiwanda)
Page 595
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 Tem
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Ashley N. Stickler, Council Member
CITY STAFF
John R. Gillison, City Manager
Elisa Cox, Assistant City Manager
Jason C. Welday, Director of Engineering Services/City Engineer
Micah Martin, Public Works Director
Noah Daniels, Finance Director
Page 596
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 597
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Landscape Maintenance District No. 7 – City of Rancho Cucamonga 1
Fiscal Year 2024/25
ENGINEER’S LETTER
WHEREAS, on June 5, 2024, the City Council of Rancho Cucamonga (the “City”), under
the Landscape and Lighting Act of 1972 (the “1972 Act”) adopted its Resolution No.
2024-046, 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 2024/25 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
2024/25 Budget
Expenditures
Personnel Services 114,350$
Operations and Maintenance 997,540
Total Expenditures Budget 1,111,890
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 958,920
Anticipated Prior Year Delinquencies Collection 11,540
Subtotal - Taxes 970,460
Other Revenues 47,290
Total Revenues Budget 1,017,750
Contribution to/(Use of) Fund Balance (94,140)$
Total District EBU Count 3,123.00
Actual Assessment per EBU 307.05$
Maximum Allowable Assement per EBU 307.05$
Page 598
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Landscape Maintenance District No. 7 – City of Rancho Cucamonga 2
Fiscal Year 2024/25
In making the assessments contained herein pursuant to the 1972 Act:
1. I have identified all parcels which will have a special benefit conferred upon them from
the improvement described in the Special Benefit Section of this Annual Engineer’s
Report (the “Specially Benefited Parcels”). For particulars as to the identification of said
parcels, reference is made to the Assessment Diagram, a copy of which is included in
this Annual Engineer’s Report.
2. I have evaluated the costs and expenses of the improvements upon the Specially
Benefited Parcels. In making such evaluation:
a. The proportionate special benefit derived by each Specially Benefited Parcel
from the improvements was determined in relationship to the entirety of the
maintenance costs of the improvements;
b. No assessment has been imposed on any Specially Benefited Parcel which
exceeds the reasonable cost of the proportional special benefit conferred on
such parcel from the improvements; and
c. Any general benefits from the improvements have been separated from the
special benefits and only special benefits have been assessed.
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.
07/17/2024
Jason C. Welday
Director of Engineering Services/City Engineer
Date
Page 599
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Landscape Maintenance District No. 7 – City of Rancho Cucamonga 3
Fiscal Year 2024/25
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
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Landscape Maintenance District No. 7 – City of Rancho Cucamonga 4
Fiscal Year 2024/25
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, I-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
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Landscape Maintenance District No. 7 – City of Rancho Cucamonga 5
Fiscal Year 2024/25
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 Pl. The east side of
Ridgeline Pl from Wilson Ave to Arcadia Way. Ground Cover area: 27,325 square feet
Turf area: 19,334 square feet Hardscape area: 840 square feet
EN-2 The Metropolitan Water District easement on the south side of Crescenta Way from
San Marino Way to Ridgeline Pl. Ground Cover area: 38,104 square feet
Turf area: 41,250 square feet Hardscape area: 9,000 square feet
EN-3 The Wilson Ave median from Wardman Bullock Rd to San Sevaine Rd. Ground Cover area: 9,016 square feet Hardscape area: 11,088 square feet
EN-4 The Planters on the north side of the drainage easement that is between and parallel
to Highland Ave and Arapaho Rd from Etiwanda Ave east to the end.
Ground Cover area: 63,972 square feet
EN-5 The south side of Wilson Ave from 1,115 feet west of San Sevaine Rd to 205 feet east
of San Sevaine Rd. The east side of San Sevaine Rd from Wilson Ave to Young’s
Canyon Rd. Ground Cover area: 45,584 square feet
Turf area: 3,527 square feet
EN-6 The north side of Wilson Ave from Wardman Bullock Rd to Ridgeline Pl. The west
side of Ridgeline Pl 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
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Landscape Maintenance District No. 7 – City of Rancho Cucamonga 6
Fiscal Year 2024/25
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 Pl to Crestline Pl. 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 Pl. The west side of Etiwanda Ave
from 175 feet north of N Rim Way to 171 feet south of Golden Prairie Dr. Ground Cover area: 49,020 square feet
Turf area: 4,445 square feet Hardscape area: 13,026 square feet
EN-11 The paseo south of Ridgecrest Dr to southern boundary of Tract 14139. This site is
temporarily maintained by another contractor and was deleted from the contract as of
July 16, 2001; however, this site is still the City's property. Ground Cover area: 3,548 square feet
Turf area: 800 square feet Hardscape area: 4,280 square feet
EN-12 The cul-de-sac on the north side of Ridgecrest Dr at Etiwanda Creek Channel. Ground Cover area: 1,870 square feet
Turf area: 700 square feet
Hardscape area: 450 square feet
EN-13 The north side of Wilson Ave from 574 feet west of Cherry Ave to the channel east of
San Sevaine Rd. The Wilson Ave median from Cherry Ave to San Sevaine Rd. The
east side of San Sevaine Rd from Wilson Ave to 136 feet north of Crescenta Way. Ground Cover area: 46,611 square feet
Turf area: 5,037 square feet
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Landscape Maintenance District No. 7 – City of Rancho Cucamonga 7
Fiscal Year 2024/25
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 Pl to 692 feet west
of Koch Pl. The south side of Young’s Canyon Rd from 349 feet east of Koch Pl to
692 feet west of Koch Pl. The east and west side of Koch Pl place from
Young’s Canyon Rd to 132 feet north of Young’s Canyon Rd. The west side of
Koch Pl from Young’s Canyon Rd to 132 feet south of Young’s Canyon Rd. The east
side of Koch Pl 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
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Landscape Maintenance District No. 7 – City of Rancho Cucamonga 8
Fiscal Year 2024/25
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 Pl. The Wilson Ave
median from Etiwanda Ave to Cervantes Pl. The westside of Etiwanda Ave from
Wilson Ave to Del Norte Pl. 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 Pl to 338
feet west of Countrywood Pl. 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 Pl to 230 feet east of
Countrywood Pl. The south side of Vintage Dr from Ascot Pl to 500 feet east of
Countrywood Pl. 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 Pl. Ground Cover area: 6,240 square feet Hardscape area: 3,200 square feet
EN-27 The south side of Banyan St from Laurel Blossom Pl to Etiwanda Ave. Ground Cover area: 1,703 square feet Hardscape area: 8,417 square feet
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Landscape Maintenance District No. 7 – City of Rancho Cucamonga 9
Fiscal Year 2024/25
EN-28 The north side of Wilson Ave from Cervantes Pl to 1715 feet west of Cervantes Pl.
The west side of Cervantes Pl from Carmel Knolls Dr to Wilson Ave. The paseo from
Wilson Ave to Tejas Ct. The median on Wilson Ave from Cervantes Pl 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 Pl 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 Pl to
1,170 feet east of Grovewood Pl. 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 Pl. Ground Cover area: 66,601 square feet Hardscape area: 46,332 square feet
EN-34 The west side of Wardman Bullock Rd from Wilson Ave to Banyan 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 Pl. Ground Cover area: 160,737 square feet Hardscape area: 128,254 square feet
Page 606
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Landscape Maintenance District No. 7 – City of Rancho Cucamonga 10
Fiscal Year 2024/25
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 Pl. 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 Pl to Raindrop Pl.
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 Pl. The
south side of Colonbero Rd from 150 feet east of Wardman Bullock Rd to
Ambleside Pl. The east side of Ambleside Pl 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 Pl. The east and west sides of Compass Pl. from Wilson Ave to the
entrance monuments.
Ground Cover area: 31,809 square feet
Hardscape area: 34,321 square feet
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Landscape Maintenance District No. 7 – City of Rancho Cucamonga 11
Fiscal Year 2024/25
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 Pl to Raindrop Pl.
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.
Page 608
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Landscape Maintenance District No. 7 – City of Rancho Cucamonga 12
Fiscal Year 2024/25
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Landscape Maintenance District No. 7 – City of Rancho Cucamonga 13
Fiscal Year 2024/25
ESTIMATE OF COSTS
The estimated costs of administration, maintenance, operations, and servicing the
improvements as described in the Plans and Specifications are summarized below. Each year,
as part of the District levy calculation process, the costs and expenses are reviewed and the
annual costs are projected for the following fiscal year.
District Budget
Fiscal Year
2024/25 Budget
Expenditures
Personnel Services:
Regular Salaries 52,640$
Part-time Salaries 27,030
Fringe Benefits 34,680
Subtotal - Personnel 114,350
Operations and Maintenance:
Operations and Maintenance:
O & M/General 46,470
O & M/Facilities 2,500
Emergency Equipment and Vehicle Rental 5,000
Subtotal - Operations and Maintenance 53,970
Contract Services:
Contract Services/General 465,200
Contract Services/Facilities 3,030
Tree Maintenance 73,650
Subtotal - Contract Services 541,880
Utilities:
Water Utilities 296,820
Electric Utilities 17,410
Subtotal - Utilities 314,230
Admin./General Overhead 86,780
Other Expenses 680
Subtotal - Operations and Maintenance 997,540
Total Expenditures Budget 1,111,890$
Page 610
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Landscape Maintenance District No. 7 – City of Rancho Cucamonga 14
Fiscal Year 2024/25
Fiscal Year
2024/25 Budget
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 958,920$
Anticipated Prior Year Delinquencies Collection 11,540
Subtotal - Taxes 970,460
Other Revenues:
Other Rental/Lease Income 42,860
Park Maintenance Fees 1,250
Sports Lighting Fees 3,180
Subtotal - Other Revenues:47,290
Total Revenues Budget 1,017,750
Contribution to/(Use of) Fund Balance (94,140)$
Total Gross Estimated Assessments 958,917.15$
Total District EBU Count 3,123.00
Actual Assessment per EBU - Fiscal Year 2024/25 307.05$
Maximum Allowable Assessment per EBU - Fiscal Year 2024/25 307.05$
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, 2024 797,883$
Contribution to/(Use of) Reserve - Fiscal Year 2024/25 (94,140)
Estimated Reserve Fund Balance, June 30, 2025 703,743$
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Landscape Maintenance District No. 7 – City of Rancho Cucamonga 15
Fiscal Year 2024/25
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).
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Landscape Maintenance District No. 7 – City of Rancho Cucamonga 16
Fiscal Year 2024/25
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.
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Landscape Maintenance District No. 7 – City of Rancho Cucamonga 17
Fiscal Year 2024/25
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.
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Landscape Maintenance District No. 7 – City of Rancho Cucamonga 18
Fiscal Year 2024/25
The above mentioned items affect the assessed property in a way that is particular and distinct
from their effect on other parcels and that real property in general and the public at large do not
share. They contribute to a specific enhancement of the properties within the District. Since
these improvements, including the community trails, were installed and are maintained
specifically for the properties within the District, only properties within the District receive a
special benefit and are assessed for said maintenance.
Method of Assessment Spread
Each of the parcels within the District is deemed to receive special benefit from the
improvements. Each parcel that has a special benefit conferred upon it as a result of the
maintenance and operation of improvements is identified and the proportionate special benefit
derived by each identified parcel is determined in relationship to the entire costs of the
maintenance and operation of the improvements.
When the District was formed, Article XIID and Proposition 218 had not yet been passed. Upon
the passage of Article XIID and the subsequent passage of the Proposition Omnibus
Implementation Act, new rules were put into place. Due to the changes in legal requirements, as
property annexed to the District after the passage of the Assessment Law, the description of the
method of assessment became more refined, however, the assessment per parcel has
remained the same since 1996/97 Fiscal Year. Further, no parcel included in the District
formation or annexations prior to when the language was refined are now being levied
differently than they were at the time the District was formed or the parcels were annexed.
To assess special benefit appropriately, it is necessary to relate the different type of parcel
improvements to each other. The EBU method of apportionment uses the single-family home as
the basic unit of assessment.
A single-family home equals one EBU. The following table provides the weighting factors to
determine each parcel's EBU assignment.
Land-Use Equivalent Dwelling Units
Property Type (County Use Code)EBU Value Multiplier
Single Family Residential 1.00 Parcel
The use of the latest County Assessor's Secured Roll shall be the basis for the Property Type
determination and units/acreage assignments, unless better data is available to the City. In
addition, if any parcel within the District is identified by the County Auditor/Controller to be an
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
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Landscape Maintenance District No. 7 – City of Rancho Cucamonga 19
Fiscal Year 2024/25
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 2024/25 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 $307.05 $307.05 3,123.00 3,123.00
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.
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Landscape Maintenance District No. 7 – City of Rancho Cucamonga 20
Fiscal Year 2024/25
Page 617
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Landscape Maintenance District No. 7 – City of Rancho Cucamonga 21
Fiscal Year 2024/25
ASSESSMENT ROLL AND ANNEXATIONS
Assessment Roll
The assessment roll is a listing of the assessment for Fiscal Year 2024/25 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 2024/25 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 $307.05 3,123.00 3,123.00 $958,917.15
Totals 3,123.00 3,123.00 $958,917.15
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 2024/25:
APN
Annexation
Date Project
Total Units
/ Acres Total EBUs Type
0226-231-54 02/15/23 DRC2020-00022 1.00 1.00 Single-Family Res
0225-171-04 03/15/23 SUBTT20337 9.00 9.00 Single-Family Res
0225-123-09 10/18/23 SUBTPM20655 3.89 3.89 Vacant
Page 618
ATTACHMENT 7
Annual Engineering Report
Fiscal Year 2024/25
City of Rancho Cucamonga
Landscape Maintenance District No. 8
(South Etiwanda)
Page 619
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 Tem
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Ashley N. Stickler, Council Member
CITY STAFF
John R. Gillison, City Manager
Elisa Cox, Assistant City Manager
Jason C. Welday, Director of Engineering Services/City Engineer
Micah Martin, Public Works Director
Noah Daniels, Finance Director
Page 620
TABLE OF CONTENTS
ENGINEER’S LETTER 1
INTRODUCTION 3
Reason for Assessment 3
Process for Annual Assessment 3
PLANS AND SPECIFICATIONS 4
Description of the Boundaries of the District 4
Description of Improvements and Services 4
Map of Improvements 5
ESTIMATE OF COSTS 7
District Budget 7
Definitions of Budget Items 9
METHOD OF ASSESSMENT 10
Overview 10
General Benefit 11
Special Benefit 11
Method of Assessment Spread 12
ASSESSMENT DIAGRAM 13
ASSESSMENT ROLL AND ANNEXATIONS 15
Assessment Roll 15
Annexations 15
Page 621
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Landscape Maintenance District No. 8 – City of Rancho Cucamonga 1
Fiscal Year 2024/25
ENGINEER’S LETTER
WHEREAS, on June 5, 2024, the City Council of Rancho Cucamonga (the “City”), under
the Landscape and Lighting Act of 1972 (the “1972 Act”) adopted its Resolution No.
2024-046, 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 2024/25 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
2024/25 Budget
Expenditures
Personnel Services 12,720$
Operations and Maintenance 34,260
Total Expenditures Budget 46,980
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 34,270
Anticipated Prior Year Delinquencies Collection 370
Total Revenues Budget 34,640
Contribution to/(Use of) Fund Balance (12,340)$
Total District EBU Count 226.22
Actual Assessment per EBU 151.45$
Maximum Allowable Assement per EBU 151.45$
Page 622
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Landscape Maintenance District No. 8 – City of Rancho Cucamonga 2
Fiscal Year 2024/25
In making the assessments contained herein pursuant to the 1972 Act:
1. I have identified all parcels which will have a special benefit conferred upon them from the
improvement described in the Special Benefit Section of this Annual Engineer’s Report
(the “Specially Benefited Parcels”). For particulars as to the identification of said parcels,
reference is made to the Assessment Diagram, a copy of which is included in this Annual
Engineer’s Report.
2. I have evaluated the costs and expenses of the improvements upon the Specially
Benefited Parcels. In making such evaluation:
a. The proportionate special benefit derived by each Specially Benefited Parcel from
the improvements was determined in relationship to the entirety of the
maintenance costs of the improvements;
b. No assessment has been imposed on any Specially Benefited Parcel which
exceeds the reasonable cost of the proportional special benefit conferred on such
parcel from the improvements; and
c. Any general benefits from the improvements have been separated from the special
benefits and only special benefits have been assessed.
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.
07/17/2024
Jason C. Welday
Director of Engineering Services/City Engineer
Date
Page 623
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Landscape Maintenance District No. 8 – City of Rancho Cucamonga 3
Fiscal Year 2024/25
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
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Landscape Maintenance District No. 8 – City of Rancho Cucamonga 4
Fiscal Year 2024/25
conclusion of the hearing, the City Council may order changes in any of the matters provided in
the report, including the improvements, to the zones within the District, and the proposed diagram
or the proposed assessment.
The City Council, upon conclusion of the public hearing must then adopt a resolution confirming
the diagram and assessment, either as originally proposed or as changed by it. The adoption of
the resolution shall constitute the levy of an assessment for the fiscal year referred to in the
assessment.
If the assessment to be levied exceeds the maximum assessment amount previously approved,
the City must comply with the procedures specified in Article XIII D and Proposition 218. The
voters in the State of California in November 1996 added Article XIII D to the California
Constitution imposing, among other requirements, the necessity for the City to conduct an
assessment ballot procedure to enable the owners of each property on which assessments are
proposed to be enacted or increased, the opportunity to express their support for, or opposition
to, the proposed assessment or increase in such assessment.
PLANS AND SPECIFICATIONS
The District provides for the administration, maintenance, operations, and servicing of various
improvements located within the public right-of-way and dedicated easements within the
boundaries of the District.
Description of the Boundaries of the District
The District is located in the City of Rancho Cucamonga, State of California. The boundaries of
the District are generally described as that area known as South Etiwanda, which is south of the
I-210 Freeway along Fisher Dr, east of East Ave, including the south side of Highstone Manor Ct,
the south side of Smokestone St, and to the San Bernardino County Flood Control drainage basin
on east side. Typically, parcels have been annexed to the District as they have been developed.
Reference is also made to the Assessment Diagram included in this Report.
Description of Improvements and Services
The improvements maintained by the District include the paseos, community trails, trees,
landscaped sites and appurtenant facilities that are throughout the District. These improvements
are located within the street right-of-ways and dedicated public easements which are within the
boundaries of the District. The landscaping maintenance includes, but is not limited to, the
pruning, fertilizing, mowing, weeding, pest control, removal of trash/debris, and irrigation of the
trees, shrubs, vines, ground cover, and turf. Maintenance of associated improvements and
facilities, such as community trails, fencing and irrigation systems, includes but is not limited to,
grading and replacement of trail surfacing, trail fence repair and replacement, steel fence painting,
repair and replacement, and irrigation systems control, adjustment, trouble-shooting, repair and
replacement. Services include personnel, materials, contracting services, utilities, capital projects
Page 625
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Landscape Maintenance District No. 8 – City of Rancho Cucamonga 5
Fiscal Year 2024/25
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 Pl.
The west side of Brownstone Pl from Catalpa St to 150 feet south of Catalpa St. Not
including the frontage parkway at 6649 East Ave. Ground Cover area: 10,355 square feet
Turf area: 6,258 square feet Hardscape area: 4,050 square feet
SE-2 The south side of Fisher Dr from 361 feet east of East Ave to 210 feet east of
Starstone Pl.
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.
Page 626
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Landscape Maintenance District No. 8 – City of Rancho Cucamonga 6
Fiscal Year 2024/25
Page 627
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Landscape Maintenance District No. 8 – City of Rancho Cucamonga 7
Fiscal Year 2024/25
ESTIMATE OF COSTS
The estimated costs of administration, maintenance, operations, and servicing the improvements
as described in the Plans and Specifications are summarized below. Each year, as part of the
District levy calculation process, the costs and expenses are reviewed and the annual costs are
projected for the following fiscal year.
District Budget
Fiscal Year
2024/25 Budget
Expenditures
Personnel Services:
Regular Salaries 8,690$
Fringe Benefits 4,030
Subtotal - Personnel 12,720
Operations and Maintenance:
Operations and Maintenance:
O & M/General 1,500
Contract Services:
Contract Services/General 14,300
Tree Maintenance 9,900
Subtotal - Contract Services 24,200
Utilities:
Water Utilities 7,870
Electric Utilities 380
Subtotal - Utilities 8,250
Admin./General Overhead 310
Subtotal - Operations and Maintenance 34,260
Total Expenditures Budget 46,980$
Page 628
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Landscape Maintenance District No. 8 – City of Rancho Cucamonga 8
Fiscal Year 2024/25
Fiscal Year
2024/25 Budget
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 34,270$
Anticipated Prior Year Delinquencies Collection 370
Subtotal - Taxes 34,640
Total Revenues Budget 34,640
Contribution to/(Use of) Fund Balance (12,340)$
Total Gross Estimated Assessments 34,261.02$
Total District EBU Count 226.22
Actual Assessment per EBU - Fiscal Year 2024/25 151.45$
Maximum Allowable Assessment per EBU - Fiscal Year 2024/25 151.45$
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, 2024 45,444$
Contribution to/(Use of) Reserve - Fiscal Year 2024/25 (12,340)
Estimated Reserve Fund Balance, June 30, 2025 33,104$
Page 629
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Landscape Maintenance District No. 8 – City of Rancho Cucamonga 9
Fiscal Year 2024/25
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).
Page 630
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Landscape Maintenance District No. 8 – City of Rancho Cucamonga 10
Fiscal Year 2024/25
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.
Page 631
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Landscape Maintenance District No. 8 – City of Rancho Cucamonga 11
Fiscal Year 2024/25
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.
Page 632
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Landscape Maintenance District No. 8 – City of Rancho Cucamonga 12
Fiscal Year 2024/25
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.
Page 633
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Landscape Maintenance District No. 8 – City of Rancho Cucamonga 13
Fiscal Year 2024/25
The following table summarizes the Fiscal Year 2024/25 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 $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.
Page 634
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Landscape Maintenance District No. 8 – City of Rancho Cucamonga 14
Fiscal Year 2024/25
Page 635
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Landscape Maintenance District No. 8 – City of Rancho Cucamonga 15
Fiscal Year 2024/25
ASSESSMENT ROLL AND ANNEXATIONS
Assessment Roll
The assessment roll is a listing of the assessment for Fiscal Year 2024/25 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 2024/25 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 151.45 13.61 27.22 4,122.47
Totals 212.61 226.22 $34,261.02
A copy of the full assessment roll is available for review in the City Clerk's office.
Annexations
There were no effective annexations for Fiscal Year 2024/25.
Page 636
ATTACHMENT 8
Annual Engineer’s Report
Fiscal Year 2024/25
City of Rancho Cucamonga
Landscape Maintenance District No. 9
(Lower Etiwanda)
Page 637
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 Tem
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Ashley N. Stickler, Council Member
CITY STAFF
John R. Gillison, City Manager
Elisa Cox, Assistant City Manager
Jason C. Welday, Director of Engineering Services/City Engineer
Micah Martin, Public Works Director
Noah Daniels, Finance Director
Page 638
TABLE OF CONTENTS
ENGINEER’S LETTER 1
INTRODUCTION 3
Reason for Assessment 3
Process for Annual Assessment 3
PLANS AND SPECIFICATIONS 4
Description of the Boundaries of the District 4
Description of Improvements and Services 4
Map of Improvements 7
ESTIMATE OF COSTS 9
District Budget 9
Definitions of Budget Items 11
METHOD OF ASSESSMENT 12
Overview 12
General Benefit 13
Special Benefit 13
Method of Assessment Spread 14
Cost of Living Inflator 15
ASSESSMENT DIAGRAM 16
ASSESSMENT ROLL AND ANNEXATIONS 18
Assessment Roll 18
Annexations 18
Page 639
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Landscape Maintenance District No. 9 – City of Rancho Cucamonga 1
Fiscal Year 2024/25
ENGINEER’S LETTER
WHEREAS, on June 5, 2024, the City Council of Rancho Cucamonga (the “City”), under
the Landscape and Lighting Act of 1972 (the “1972 Act”) adopted its Resolution No.
2024-046, 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 2024/25 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
2024/25 Budget
Expenditures
Personnel Services 504,510$
Operations and Maintenance 391,240
Capital Expenditures 450,000
Total Expenditures Budget 1,345,750
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 779,040
Anticipated Prior Year Delinquencies Collection 1,380
Subtotal - Taxes 780,420
Other Revenues 3,060
Total Revenues Budget 783,480
Contribution to/(Use of) Fund Balance (562,270)$
Total District EBU Count 2,497.56
Actual Assessment per EBU 311.92$
Maximum Allowable Assement per EBU 723.93$
Page 640
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Landscape Maintenance District No. 9 – City of Rancho Cucamonga 2
Fiscal Year 2024/25
In making the assessments contained herein pursuant to the 1972 Act:
1. I have identified all parcels which will have a special benefit conferred upon them from
the improvement described in the Special Benefit Section of this Annual Engineer’s
Report (the “Specially Benefited Parcels”). For particulars as to the identification of said
parcels, reference is made to the Assessment Diagram, a copy of which is included in
this Annual Engineer’s Report.
2. I have evaluated the costs and expenses of the improvements upon the Specially
Benefited Parcels. In making such evaluation:
a. The proportionate special benefit derived by each Specially Benefited Parcel
from the improvements was determined in relationship to the entirety of the
maintenance costs of the improvements;
b. No assessment has been imposed on any Specially Benefited Parcel which
exceeds the reasonable cost of the proportional special benefit conferred on
such parcel from the improvements; and
c. Any general benefits from the improvements have been separated from the
special benefits and only special benefits have been assessed.
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.
07/17/2024
Jason C. Welday
Director of Engineering Services/City Engineer
Date
Page 641
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Landscape Maintenance District No. 9 – City of Rancho Cucamonga 3
Fiscal Year 2024/25
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
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Landscape Maintenance District No. 9 – City of Rancho Cucamonga 4
Fiscal Year 2024/25
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 I-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,
Page 643
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Landscape Maintenance District No. 9 – City of Rancho Cucamonga 5
Fiscal Year 2024/25
repair and replacement. Services include personnel, materials, contracting services, utilities,
capital projects and all necessary costs associated with the maintenance, replacement and
repair required to keep the improvements in a healthy, vigorous and satisfactory condition. In
addition, it is the City's intention to continue to use cost effective materials, including the future
ability to replace landscaping with drought resistant or low water use plants, in order to lower
expenses of the District. The breakdown of maintained areas is as follows:
Parks: Garcia Park (formerly known as South Etiwanda Park).
Site # Descriptive Location
9-1 The west side of East Ave from 380 feet north of Chateau Dr to 290 feet south of
Chateau Dr. Ground Cover area: 7,244 square feet Hardscape area: 7,525 square feet
9-2 The west side of East Ave from 339 feet north of Brookfield Dr to 157 north of
Brookfield Dr. Brookfield Dr from East Ave to Oakcrest Ct. The east side of
Oakcrest Ct to 137 feet north of Brookfield Dr. Ground Cover area: 2,390 square feet Hardscape area: 6,874 square feet
9-3 The west side of East Ave from 790 feet north of Highfield Dr to 256 feet south of
Highfield Dr. Ground Cover area: 8,769 square feet Hardscape area: 10,669 square feet
9-4 The west side of East Ave from 295 feet north of Via Veneto Dr To Via Veneto Dr.
The north side of Via Veneto Dr From East Ave to Dolcetto Pl. The east side of
Dolcetto Pl from Via Veneto Dr to Miller Ave. The south side of Miller Ave from 372
feet west of Dolcetto Pl to 240 feet east of Dolcetto Pl. The west side of Dolcetto Pl
from Miller Ave to Garcia Dr. The north side of Garcia Dr from Dolcetto Pl 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 Pl to 1029 feet west of
Dolcetto Pl. Ground Cover area: 6,519 square feet Hardscape area: 3,325 square feet
Page 644
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Landscape Maintenance District No. 9 – City of Rancho Cucamonga 6
Fiscal Year 2024/25
9-6 The north side of Miller Ave from 254 feet east of Dolcetto Pl to 167 feet west of
Dolcetto Pl. Ground Cover area: 4,089 square feet Hardscape area: 2,854 square feet
9-8 The south side of Base Line Rd from Etiwanda Ave to Shelby Pl. The Base Line Rd
median from Etiwanda Ave to 473 feet east of Shelby Pl. Ground Cover area: 16,395 square feet Hardscape area: 14,558 square feet
9-9 The north side of Candlewood St from Exbury Pl 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 Pl to 180 feet west of
Forester Pl. The Base Line Rd median from 503 feet east of Forester Pl to 200 feet
west of Forester Pl. 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 Pl. 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 Pl. 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 Pl to 343 feet east of Shelby Pl. Ground Cover area: 3,480 square feet Hardscape area: 4,638 square feet
Page 645
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Landscape Maintenance District No. 9 – City of Rancho Cucamonga 7
Fiscal Year 2024/25
9-16 The east side of Dolcetto Pl from Garcia Dr to Via Veneto Dr. The south side of Via
Veneto Dr from Dolcetto Pl 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.
Page 646
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Landscape Maintenance District No. 9 – City of Rancho Cucamonga 8
Fiscal Year 2024/25
Page 647
____________________________________________________________________________
Landscape Maintenance District No. 9 – City of Rancho Cucamonga 9
Fiscal Year 2024/25
ESTIMATE OF COSTS
The estimated costs of administration, maintenance, operations, and servicing the
improvements as described in the Plans and Specifications are summarized below. Each year,
as part of the District levy calculation process, the costs and expenses are reviewed and the
annual costs are projected for the following fiscal year.
District Budget
Fiscal Year
2024/25 Budget
Expenditures
Personnel Services:
Regular Salaries 314,590$
Part-time Salaries 25,080
Fringe Benefits 164,840
Subtotal - Personnel 504,510
Operations and Maintenance:
Operations and Maintenance:
O & M/General 17,800
Emergency Equipment and Vehicle Rental 1,000
Subtotal - Operations and Maintenance 18,800
Contract Services:
Contract Services/General 129,340
Tree Maintenance 62,330
Subtotal - Contract Services 191,670
Utilities:
Water Utilities 76,510
Electric Utilities 3,840
Subtotal - Utilities 80,350
Assessment Administration 5,240
Admin./General Overhead 95,180
Subtotal - Operations and Maintenance 391,240
Capital Expenditures:
Captial Outlay - Equipment 450,000
Subtotal - Capital Expenditures 450,000
Total Expenditures Budget 1,345,750$
Page 648
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Landscape Maintenance District No. 9 – City of Rancho Cucamonga 10
Fiscal Year 2024/25
Fiscal Year
2024/25 Budget
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 779,040$
Anticipated Prior Year Delinquencies Collection 1,380
Subtotal - Taxes 780,420
Other Revenues:
Park Maintenance Fees 2,950
Sports Field User Group Rentals 110
Subtotal - Other Revenues:3,060
Total Revenues Budget 783,480
Contribution to/(Use of) Fund Balance (562,270)$
Total Gross Estimated Assessments 779,038.89$
Total District EBU Count 2,497.56
Actual Assessment per EBU - Fiscal Year 2024/25 311.92$
Maximum Allowable Assessment per EBU - Fiscal Year 2024/25 723.93$
Each year, prior to the assessments being placed on the tax roll, the City will review the budget
and determine the amount needed to maintain the improvements for the upcoming fiscal year.
The actual assessment per Equivalent Benefit Unit (EBU) will be based on the estimated costs
of maintenance, available fund balance and maximum allowable assessment with the goal of
maintaining the improvements in a satisfactory and healthy condition. The actual assessment
amount may be lower than the maximum allowable assessment; however, it may not exceed the
maximum unless the increase is approved by the property owners in accordance with
Proposition 218.
It is the intent of the City to maintain an Operating Reserve which shall not exceed the
estimated costs of maintenance and servicing of the improvements prior to December 10 of the
fiscal year, or when the City expects to receive its apportionment of special assessments and
tax collections from the County, whichever is later. The reserve balance information for the
District is as follows:
Operating Reserve
Estimated Reserve Fund Balance, June 30, 2024 1,823,185$
Contribution to/(Use of) Reserve - Fiscal Year 2024/25 (562,270)
Estimated Reserve Fund Balance, June 30, 2025 1,260,915$
Page 649
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Landscape Maintenance District No. 9 – City of Rancho Cucamonga 11
Fiscal Year 2024/25
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.
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Landscape Maintenance District No. 9 – City of Rancho Cucamonga 12
Fiscal Year 2024/25
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.
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Landscape Maintenance District No. 9 – City of Rancho Cucamonga 13
Fiscal Year 2024/25
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
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Landscape Maintenance District No. 9 – City of Rancho Cucamonga 14
Fiscal Year 2024/25
• 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.
Page 653
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Landscape Maintenance District No. 9 – City of Rancho Cucamonga 15
Fiscal Year 2024/25
The following summarizes the Fiscal Year 2024/25 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 $723.93 $311.92 1,080.00 1,080.00
Multi-Family Residential 723.93 311.92 1,381.00 1,381.00
Non-Residential 723.93 311.92 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 2024/25 will remain at $311.92 per single-family
residence.
Page 654
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Landscape Maintenance District No. 9 – City of Rancho Cucamonga 16
Fiscal Year 2024/25
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.
Page 655
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Landscape Maintenance District No. 9 – City of Rancho Cucamonga 17
Fiscal Year 2024/25
Page 656
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Landscape Maintenance District No. 9 – City of Rancho Cucamonga 18
Fiscal Year 2024/25
ASSESSMENT ROLL AND ANNEXATIONS
Assessment Roll
The assessment roll is a listing of the assessment for Fiscal Year 2024/25 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 2024/25 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 1,381.00 1,381.00 430,761.52
Non-Residential 311.92 18.28 36.56 11,403.77
Totals 2,479.28 2,497.56 $779,038.89
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 2024/25.
Page 657
ATTACHMENT 9
Annual Engineer’s Report
Fiscal Year 2024/25
City of Rancho Cucamonga
Landscape Maintenance District No. 10
(Rancho Etiwanda)
Page 658
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 Tem
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Ashley N. Stickler, Council Member
CITY STAFF
John R. Gillison, City Manager
Elisa Cox, Assistant City Manager
Jason C. Welday, Director of Engineering Services/City Engineer
Micah Martin, Public Works Director
Noah Daniels, Finance Director
Page 659
TABLE OF CONTENTS
ENGINEER’S LETTER 1
INTRODUCTION 3
Reason for Assessment 3
Process for Annual Assessment 3
PLANS AND SPECIFICATIONS 4
Description of the Boundaries of the District 4
Description of Improvements and Services 4
Map of Improvements 7
ESTIMATE OF COSTS 9
District Budget 9
Definitions of Budget Items 11
METHOD OF ASSESSMENT 12
Overview 12
General Benefit 13
Special Benefit 13
Method of Assessment Spread 14
Cost of Living Inflator 15
ASSESSMENT DIAGRAM 15
ASSESSMENT ROLL and ANNEXATIONS 17
Assessment Roll 17
Annexations 17
Page 660
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Landscape Maintenance District No. 10 – City of Rancho Cucamonga 1
Fiscal Year 2024/25
ENGINEER’S LETTER
WHEREAS, on June 5, 2024, the City Council of Rancho Cucamonga (the “City”), under
the Landscape and Lighting Act of 1972 (the “1972 Act”) adopted its Resolution No.
2024-046, 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 2024/25 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
2024/25 Budget
Expenditures
Personnel Services 338,900$
Operations and Maintenance 563,670
Capital Expenditures 184,250
Total Expenditures Budget 1,086,820
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 697,520
Anticipated Prior Year Delinquencies Collection 5,550
Subtotal - Taxes 703,070
Other Revenues 31,510
Total Revenues Budget 734,580
Contribution to/(Use of) Fund Balance (352,240)$
Total District EBU Count 786.00
Actual Assessment per EBU 887.43$
Maximum Allowable Assessment per EBU 1,114.00$
Page 661
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Landscape Maintenance District No. 10 – City of Rancho Cucamonga 2
Fiscal Year 2024/25
In making the assessments contained herein pursuant to the 1972 Act:
1. I have identified all parcels which will have a special benefit conferred upon them from
the improvement described in the Special Benefit Section of this Annual Engineer’s
Report (the “Specially Benefited Parcels”). For particulars as to the identification of said
parcels, reference is made to the Assessment Diagram, a copy of which is included in
this Annual Engineer’s Report.
2. I have evaluated the costs and expenses of the improvements upon the Specially
Benefited Parcels. In making such evaluation:
a. The proportionate special benefit derived by each Specially Benefited Parcel
from the improvements was determined in relationship to the entirety of the
maintenance costs of the improvements;
b. No assessment has been imposed on any Specially Benefited Parcel which
exceeds the reasonable cost of the proportional special benefit conferred on
such parcel from the improvements; and
c. Any general benefits from the improvements have been separated from the
special benefits and only special benefits have been assessed.
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.
07/17/2024
Jason C. Welday
Director of Engineering Services/City Engineer
Date
Page 662
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Landscape Maintenance District No. 10 – City of Rancho Cucamonga 3
Fiscal Year 2024/25
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
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Landscape Maintenance District No. 10 – City of Rancho Cucamonga 4
Fiscal Year 2024/25
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,
Page 664
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Landscape Maintenance District No. 10 – City of Rancho Cucamonga 5
Fiscal Year 2024/25
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 Pl to Day
Creek Blvd. The south side of Wilson Ave from Day Creek Blvd to Bluegrass Ave.
The Wilson Ave median from Day Creek Blvd to Bluegrass Ave. Ground Cover area: 47,275 square feet Hardscape area: 6,444 square feet
10-3 The west side of Day Creek Blvd from Wilson Ave to 144 feet south of Clydesdale Dr.
The Day Creek Blvd median from Wilson Ave to Banyan St. Ground Cover area: 32,619 square feet Hardscape area: 10,983 square feet
10-4 The east side of Day Creek Blvd from 648 feet south of Keenland Dr to Wilson Ave. Ground Cover area: 15,952 square feet Hardscape area: 4,365 square feet
10-5 The west side of Bluegrass Ave from Wilson Ave to 705 feet south of Challendon Dr. Ground Cover area: 26,882 square feet Hardscape area: 12,220 square feet
10-6 The south side of Banyan St from Rochester Ave to Day Creek Blvd. The north side of
Banyan St from 427 feet west of Rocking Horse Pl to Rocking Horse Pl. The west side
of Day Creek Blvd from Banyan St to Vintage Dr. The north side of Vintage Dr from
Day Creek Blvd to the paseo ending 153 feet west of Sandhill Pl. Ground Cover area: 44,000 square feet Hardscape area: 16,197 square feet
Page 665
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Landscape Maintenance District No. 10 – City of Rancho Cucamonga 6
Fiscal Year 2024/25
10-7 The north side of Vintage Dr from 180 feet east of Taylor Canon Pl 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 Pl. Ground Cover area: 16,841 square feet Hardscape area: 7,025 square feet
10-9 The north side of Coyote Dr from Brookstone Pl to Day Creek Blvd. The east side of
Day Creek Blvd from Coyote Dr to 358 feet north of Coyote Dr. The west side of Day
Creek Blvd from 118 feet north of Coyote Dr to 380 feet north of Coyote Dr. Ground Cover area: 9,403 square feet Hardscape area: 6,052 square feet
10-10 The north side of Wilson Ave from 395 feet east of Day Creek Blvd to Day Creek Blvd.
The east side of Day Creek Blvd from Wilson Ave to Blackstone Dr. The south side of
Blackstone Dr from Day Creek Blvd to Stoneview Rd. The north side of Blackstone Dr
from Day Creek Blvd to 165 feet west of Stoneview Rd. Ground Cover area: 26,304 square feet Hardscape area: 19,117 square feet
10-11 The west side of Day Creek Blvd from 340 feet north of Banyan St to Banyan St. The
north side of Banyan St from Day Creek Blvd to Rocking Horse Pl. Ground Cover area: 20,378 square feet Hardscape area: 11,212 square feet
10-12 The paseo on the east side of Stoneview Rd across from Duncaster Pl. 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
Page 666
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Landscape Maintenance District No. 10 – City of Rancho Cucamonga 7
Fiscal Year 2024/25
10-14 The south side of Vintage Dr from Saddle Tree Pl 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.
Page 667
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Landscape Maintenance District No. 10 – City of Rancho Cucamonga 8
Fiscal Year 2024/25
Page 668
____________________________________________________________________________
Landscape Maintenance District No. 10 – City of Rancho Cucamonga 9
Fiscal Year 2024/25
ESTIMATE OF COSTS
The estimated costs of administration, maintenance, operations, and servicing the
improvements as described in the Plans and Specifications are summarized below. Each year,
as part of the District levy calculation process, the costs and expenses are reviewed and the
annual costs are projected for the following fiscal year.
District Budget
Fiscal Year
2024/25 Budget
Expenditures
Personnel Services:
Regular Salaries 190,070$
Overtime Salaries 1,050
Part-time Salaries 40,380
Fringe Benefits 107,400
Subtotal - Personnel 338,900
Operations and Maintenance:
Operations and Maintenance:
O & M/General 18,270
O & M/Facilities 26,650
Emergency Equipment and Vehicle Rental 3,300
Equip Operations & Maint 1,000
Subtotal - Operations and Maintenance 49,220
Contract Services:
Contract Services/General 192,350
Contract Serv/Facilities 4,190
Tree Maintenance 43,270
Subtotal - Contract Services 239,810
Utilities:
Water Utilities 120,710
Electric Utilities 18,790
Subtotal - Utilities 139,500
Assessment Administration 2,820
Admin./General Overhead 131,670
Misc Contributions to City 650
Subtotal - Operations and Maintenance 563,670
Capital Expenditures:
Captial Outlay - Equipment 109,250
Captial Project 75,000
Subtotal - Capital Expenditures 184,250
Total Expenditures Budget 1,086,820$
Page 669
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Landscape Maintenance District No. 10 – City of Rancho Cucamonga 10
Fiscal Year 2024/25
Fiscal Year
2024/25 Budget
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 697,520$
Anticipated Prior Year Delinquencies Collection 5,550
Subtotal - Taxes 703,070
Other Revenues:
Other Rental/Lease Income 27,220
Park Maintenance Fees 180
Sports Field User Group Rentals 40
Sports Lighting Fees 3,970
Other Revenue 100
Subtotal - Other Revenues:31,510
Total Revenues Budget 734,580
Contribution to/(Use of) Fund Balance (352,240)$
Total Gross Estimated Assessments 697,519.98$
Total District EBU Count 786.00
Actual Assessment per EBU - Fiscal Year 2024/25 887.43$
Maximum Allowable Assessment per EBU - Fiscal Year 2024/25 1,114.00$
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 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, 2024 1,155,675$
Contribution to/(Use of) Reserve - Fiscal Year 2024/25 (352,240)
Estimated Reserve Fund Balance, June 30, 2025 803,435$
Page 670
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Landscape Maintenance District No. 10 – City of Rancho Cucamonga 11
Fiscal Year 2024/25
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).
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Landscape Maintenance District No. 10 – City of Rancho Cucamonga 12
Fiscal Year 2024/25
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.
Page 672
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Landscape Maintenance District No. 10 – City of Rancho Cucamonga 13
Fiscal Year 2024/25
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.
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Landscape Maintenance District No. 10 – City of Rancho Cucamonga 14
Fiscal Year 2024/25
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 2024/25 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 $1,114.00 $887.43 786.00 786.00
Page 674
____________________________________________________________________________
Landscape Maintenance District No. 10 – City of Rancho Cucamonga 15
Fiscal Year 2024/25
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 2024/25 will increase from $845.17 to $887.43 per
single-family residence, a CPI increase of 5.0% as compared to Fiscal Year 2023/24.
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.
Page 675
____________________________________________________________________________
Landscape Maintenance District No. 10 – City of Rancho Cucamonga 16
Fiscal Year 2024/25
Page 676
____________________________________________________________________________
Landscape Maintenance District No. 10 – City of Rancho Cucamonga 17
Fiscal Year 2024/25
ASSESSMENT ROLL and ANNEXATIONS
Assessment Roll
The assessment roll is a listing of the assessment for Fiscal Year 2024/25 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 2024/25 actual assessment for the
District:
Property Type (County Use Code)
Actual
Assessment
Rate per EBU
Total
Units/Acres Total EBUs Total Assessment
Single Family Residential $887.43 786.00 786.00 $697,519.98
Totals 786.00 786.00 $697,519.98
A copy of the full assessment roll is available for review in the City Clerk's office.
Annexations
There are no effective annexations for Fiscal Year 2024/25.
Page 677
ATTACHMENT 10
Annual Engineer’s Report
Fiscal Year 2024/25
City of Rancho Cucamonga
Street Lighting Maintenance District No. 1
(Arterials)
Page 678
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 Tem
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Ashley N. Stickler, Council Member
CITY STAFF
John R. Gillison, City Manager
Elisa Cox, Assistant City Manager
Jason C. Welday, Director of Engineering Services/City Engineer
Micah Martin, Public Works Director
Noah Daniels, Finance Director
Page 679
TABLE OF CONTENTS
ENGINEER’S LETTER 1
INTRODUCTION 3
Reason for Assessment 3
Process for Annual Assessment 3
PLANS AND SPECIFICATIONS 4
Description of the Boundaries of the District 4
Description of Improvements and Services 4
Map of Improvements 5
ESTIMATE OF COSTS 7
District Budget 7
Definitions of Budget Items 9
METHOD OF ASSESSMENT 10
Overview 10
Special Benefit 11
General Benefit 11
Method of Assessment Spread 11
ASSESSMENT ROLL AND ANNEXATIONS 15
Assessment Roll 15
Annexations 15
Page 680
____________________________________________________________________________
Street Lighting Maintenance District No. 1 – City of Rancho Cucamonga 1
Fiscal Year 2024/25
ENGINEER’S LETTER
WHEREAS, on June 5, 2024, the City Council of Rancho Cucamonga (the “City”), under
the Landscaping and Lighting Act of 1972 (the “1972 Act”) adopted its Resolution No.
2024-049, 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 2024/25 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
2024/25 Budget
Expenditures
Personnel Services 42,060$
Operations and Maintenance 910,690
Transfer Out 111,640
Total Expenditures Budget 1,064,390
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 841,110
Anticipated Prior Year Delinquencies Collection 6,890
Subtotal - Taxes 848,000
Other Revenues 3,170
Transfer In - CFD Empire Lakes 24,630
Transfer In - CFD Street Lighting Services 12,990
Total Revenues Budget 888,790
Contribution to/(Use of) Fund Balance (175,600)$
Total District EBU Count 47,332.66
Actual Assessment per EBU 17.77$
Maximum Allowable Assessment per EBU 17.77$
Page 681
____________________________________________________________________________
Street Lighting Maintenance District No. 1 – City of Rancho Cucamonga 2
Fiscal Year 2024/25
In making the assessments contained herein pursuant to the 1972 Act:
1. I have identified all parcels which will have a special benefit conferred upon them from
the improvement described in the Special Benefit Section of this Annual Engineer’s
Report (the “Specially Benefited Parcels”). For particulars as to the identification of said
parcels, reference is made to the Assessment Diagram, a copy of which is included in
this Annual Engineer’s Report.
2. I have evaluated the costs and expenses of the improvements upon the Specially
Benefited Parcels. In making such evaluation:
a. The proportionate special benefit derived by each Specially Benefited Parcel
from the improvements was determined in relationship to the 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.
07/17/2024
Jason C. Welday
Director of Engineering Services/City Engineer
Date
Page 682
____________________________________________________________________________
Street Lighting Maintenance District No. 1 – City of Rancho Cucamonga 3
Fiscal Year 2024/25
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.
Page 683
____________________________________________________________________________
Street Lighting Maintenance District No. 1 – City of Rancho Cucamonga 4
Fiscal Year 2024/25
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.
Page 684
____________________________________________________________________________
Street Lighting Maintenance District No. 1 – City of Rancho Cucamonga 5
Fiscal Year 2024/25
Map of Improvements
The following page shows the map of street light and traffic signal improvements to be
maintained using District funds.
Page 685
____________________________________________________________________________
Street Lighting Maintenance District No. 1 – City of Rancho Cucamonga 6
Fiscal Year 2024/25
Page 686
____________________________________________________________________________
Street Lighting Maintenance District No. 1 – City of Rancho Cucamonga 7
Fiscal Year 2024/25
ESTIMATE OF COSTS
The estimated costs of administration, maintenance, operations, and servicing the
improvements as described in the Plans and Specifications are summarized below. Each year,
as part of the District levy calculation process, the costs and expenses are reviewed and the
annual costs are projected for the following fiscal year.
District Budget
Fiscal Year
2024/25 Budget
Expenditures
Personnel Services:
Regular Salaries 28,040$
Fringe Benefits 14,020
Subtotal - Personnel 42,060
Operations and Maintenance:
Training 220
Membership Dues 80
O & M/General 50,550
Cellular Technology 2,000
Equipment Operations and Maintenance 500
Subtotal - Operations and Maintenance 53,350
Contract Services:
Contract Services 47,750
Contract Equipment Maintenance/Repair 4,280
Subtotal - Contract Services 52,030
Utilities:
Telephone Utilities 1,500
Electric Utilities 647,300
Subtotal - Utilities 648,800
Assessment Administration 106,710
Admin./General Overhead 49,800
Subtotal - Operations and Maintenance 910,690
Transfer Out - General City Street Lights Fund 111,640
Total Expenditures Budget 1,064,390$
Page 687
____________________________________________________________________________
Street Lighting Maintenance District No. 1 – City of Rancho Cucamonga 8
Fiscal Year 2024/25
Fiscal Year
2024/25 Budget
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 841,110$
Anticipated Prior Year Delinquencies Collection 6,890
Subtotal - Taxes 848,000
Other Revenues:
Other Revenue - Day Creek Traffic Signal 3,170
Subtotal - Other Revenues:3,170
Transfer In
Transfer In - CFD Empire Lakes 24,630
Transfer In - CFD Street Lighting Services 12,990
Subtotal - Transfer In:37,620
Total Revenues Budget 888,790
Contribution to/(Use of) Fund Balance (175,600)$
Total Gross Estimated Assessments 841,101.37$
Total District EBU Count 47,332.66
Actual Assessment per EBU - Fiscal Year 2024/25 17.77$
Maximum Allowable Assessment per EBU - Fiscal Year 2024/25 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, 2024 341,735$
Contribution to/(Use of) Reserve - Fiscal Year 2024/25 (175,600)
Estimated Reserve Fund Balance, June 30, 2025 166,135$
Page 688
____________________________________________________________________________
Street Lighting Maintenance District No. 1 – City of Rancho Cucamonga 9
Fiscal Year 2024/25
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 2023/24, 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.
Page 689
____________________________________________________________________________
Street Lighting Maintenance District No. 1 – City of Rancho Cucamonga 10
Fiscal Year 2024/25
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
Page 690
____________________________________________________________________________
Street Lighting Maintenance District No. 1 – City of Rancho Cucamonga 11
Fiscal Year 2024/25
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.
Page 691
____________________________________________________________________________
Street Lighting Maintenance District No. 1 – City of Rancho Cucamonga 12
Fiscal Year 2024/25
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 2024/25 maximum allowable assessment rates
for the District:
Page 692
____________________________________________________________________________
Street Lighting Maintenance District No. 1 – City of Rancho Cucamonga 13
Fiscal Year 2024/25
Property Type (County Use Code)
Maximum
Allowable
Assessment Rate
per EBU
Actual
Asessment
Rate per EBU
Total
Units/Acres Total EBUs
Single Family Residential $17.77 $17.77 28,412.00 28,412.00
Multi-Family Residential 17.77 17.77 12,633.00 12,633.00
Non-Residential 17.77 17.77 3,143.83 6,287.66
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.
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.
Page 693
____________________________________________________________________________
Street Lighting Maintenance District No. 1 – City of Rancho Cucamonga 14
Fiscal Year 2024/25
Page 694
____________________________________________________________________________
Street Lighting Maintenance District No. 1 – City of Rancho Cucamonga 15
Fiscal Year 2024/25
ASSESSMENT ROLL AND ANNEXATIONS
Assessment Roll
The assessment roll is a listing of the assessment for Fiscal Year 2024/25 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 2024/25 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 28,412.00 28,412.00 $504,881.24
Multi-Family Residential 17.77 12,633.00 12,633.00 224,488.41
Non-Residential 17.77 3,143.83 6,287.66 111,731.72
Totals 44,188.83 47,332.66 $841,101.37
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 2024/25:
Apn
Annexation
Date Project Name
Total Units/
Acres Total EBUs Property Type
1076-041-34 01/18/23 DRC2021-00026 1.00 1.00 Single-Family Res
0226-231-54 02/15/23 DRC2020-00022 1.00 1.00 Single-Family Res
0229-021-97 02/15/23 DRC2021-00320 2.37 2.37 Commercial/Industrial
0229-311-14 & 15 03/15/23 DRC2020-00440 260.00 260.00 Multi-Family Res
0225-171-04 03/15/23 SUBTT20337 9.00 9.00 Single-Family Res
Page 695
ATTACHMENT 11
Annual Engineer’s Report
Fiscal Year 2024/25
City of Rancho Cucamonga
Street Lighting Maintenance District No. 2
(Local Streets)
Page 696
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 Tem
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Ashley N. Stickler, Council Member
CITY STAFF
John R. Gillison, City Manager
Elisa Cox, Assistant City Manager
Jason C. Welday, Director of Engineering Services/City Engineer
Micah Martin, Public Works Director
Noah Daniels, Finance Director
Page 697
TABLE OF CONTENTS
ENGINEER’S LETTER 1
INTRODUCTION 3
Reason for Assessment 3
Process for Annual Assessment 3
PLANS AND SPECIFICATIONS 4
Description of the Boundaries of the District 4
Description of Improvements and Services 4
Map of Improvements 5
ESTIMATE OF COSTS 7
District Budget 7
Definitions of Budget Items 9
METHOD OF ASSESSMENT 10
Overview 10
Special Benefit 11
General Benefit 11
Method of Assessment Spread 11
ASSESSMENT DIAGRAM 13
ASSESSMENT ROLL AND ANNEXATIONS 15
Assessment Roll 15
Annexations 15
Page 698
____________________________________________________________________________
Street Lighting Maintenance District No. 2 – City of Rancho Cucamonga 1
Fiscal Year 2024/25
ENGINEER’S LETTER
WHEREAS, on June 5, 2024, the City Council of Rancho Cucamonga (the “City”), under
the Landscaping and Lighting Act of 1972 (the “1972 Act”) adopted its Resolution No.
2024-049, 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 2024/25 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
2024/25 Budget
Expenditures
Operations and Maintenance 439,350$
Transfer Out 113,950
Total Expenditures Budget 553,300
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 392,560
Anticipated Prior Year Delinquencies Collection 4,000
Subtotal - Taxes 396,560
Transfer In -General Fund 70,200
Transfer In - CFD Empire Lakes 66,180
Transfer In - CFD Street Lighting Services 20,360
Total Revenues Budget 553,300
Contribution to/(Use of) Fund Balance -$
Total District EBU Count 9,821.32
Actual Assessment per EBU 39.97$
Maximum Allowable Assement per EBU 39.97$
Page 699
____________________________________________________________________________
Street Lighting Maintenance District No. 2 – City of Rancho Cucamonga 2
Fiscal Year 2024/25
In making the assessments contained herein pursuant to the 1972 Act:
1. I have identified all parcels which will have a special benefit conferred upon them from
the improvement described in the Special Benefit Section of this Annual Engineer’s
Report (the “Specially Benefited Parcels”). For particulars as to the identification of said
parcels, reference is made to the Assessment Diagram, a copy of which is included in
this Annual Engineer’s Report.
2. I have evaluated the costs and expenses of the improvements upon the Specially
Benefited Parcels. In making such evaluation:
a. The proportionate special benefit derived by each Specially Benefited Parcel
from the improvements was determined in relationship to the 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.
07/17/2024
Jason C. Welday
Director of Engineering Services/City Engineer
Date
Page 700
____________________________________________________________________________
Street Lighting Maintenance District No. 2 – City of Rancho Cucamonga 3
Fiscal Year 2024/25
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.
Page 701
____________________________________________________________________________
Street Lighting Maintenance District No. 2 – City of Rancho Cucamonga 4
Fiscal Year 2024/25
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.
Page 702
____________________________________________________________________________
Street Lighting Maintenance District No. 2 – City of Rancho Cucamonga 5
Fiscal Year 2024/25
Map of Improvements
The following page shows the map of street light and traffic signal improvements to be
maintained using District funds.
Page 703
____________________________________________________________________________
Street Lighting Maintenance District No. 2 – City of Rancho Cucamonga 6
Fiscal Year 2024/25
Page 704
____________________________________________________________________________
Street Lighting Maintenance District No. 2 – City of Rancho Cucamonga 7
Fiscal Year 2024/25
ESTIMATE OF COSTS
The estimated costs of administration, maintenance, operations, and servicing the
improvements as described in the Plans and Specifications are summarized below. Each year,
as part of the District levy calculation process, the costs and expenses are reviewed and the
annual costs are projected for the following fiscal year.
District Budget
Fiscal Year
2024/25 Budget
Expenditures
Operations and Maintenance:
Training 220$
Membership Dues 80
Operations and Maintenance 430
Subtotal - Operations and Maintenance 730
Contract Services:
Contract Services/General 20,990
Contract Equipment Maintenace/Repair 50
Subtotal - Contract Services 21,040
Utilities:
Electric Utilities 390,200
Assessment Administration 26,350
Admin./General Overhead 1,030
Subtotal - Operations and Maintenance 439,350
Transfer Out - General Street Lights Fund 113,950
Total Expenditures Budget 553,300$
Page 705
____________________________________________________________________________
Street Lighting Maintenance District No. 2 – City of Rancho Cucamonga 8
Fiscal Year 2024/25
Fiscal Year
2024/25 Budget
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 392,560$
Anticipated Prior Year Delinquencies Collection 4,000
Subtotal - Taxes 396,560
Transfer In
Transfer In - General Fund 70,200
Transfer In - CFD Empire Lakes 66,180
Transfer In - CFD Street Lighting Services 20,360
156,740
Total Revenues Budget 553,300
Contribution to/(Use of) Fund Balance -$
Total Gross Estimated Assessments 392,558.15$
Total District EBU Count 9,821.32
Actual Assessment per EBU - Fiscal Year 2024/25 39.97$
Maximum Allowable Assessment per EBU - Fiscal Year 2024/25 39.97$
The maximum allowable assessment per Equivalent Benefit Unit (EBU) listed in the District
budget above, is the amount which was approved in Fiscal Year 1996/97 and subsequent
District annexations. Each year, prior to the assessments being placed on the tax roll, the City
will review the budget and determine the amount needed to maintain the improvements for the
upcoming fiscal year. The actual assessment per EBU will be based on the total amount of
funds needed to maintain the improvements in a satisfactory and healthy condition. The actual
assessment amount may be lower than the maximum allowable assessment; however, it may
not exceed the maximum unless the increase is approved by the property owners in accordance
with Proposition 218.
It is the intent of the City of Rancho Cucamonga to maintain an Operating Reserve which shall
not exceed the estimated costs of maintenance and servicing of the improvements prior to
December 10 of the fiscal year, or when the City expects to receive its apportionment of special
assessments and tax collections from the County, whichever is later. The reserve balance
information for the District is as follows:
Operating Reserve
Estimated Reserve Fund Balance, June 30, 2024 982,058$
Contribution to/(Use of) Reserve - Fiscal Year 2024/25 -
Estimated Reserve Fund Balance, June 30, 2025 982,058$
Page 706
____________________________________________________________________________
Street Lighting Maintenance District No. 2 – City of Rancho Cucamonga 9
Fiscal Year 2024/25
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 2023/24, 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.
Page 707
____________________________________________________________________________
Street Lighting Maintenance District No. 2 – City of Rancho Cucamonga 10
Fiscal Year 2024/25
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
Page 708
____________________________________________________________________________
Street Lighting Maintenance District No. 2 – City of Rancho Cucamonga 11
Fiscal Year 2024/25
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.
Page 709
____________________________________________________________________________
Street Lighting Maintenance District No. 2 – City of Rancho Cucamonga 12
Fiscal Year 2024/25
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.
Page 710
____________________________________________________________________________
Street Lighting Maintenance District No. 2 – City of Rancho Cucamonga 13
Fiscal Year 2024/25
The following table summarizes the Fiscal Year 2024/25 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 $39.97 $39.97 7,346.00 7,346.00
Multi-Family Residential 39.97 39.97 2,405.00 2,405.00
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.
Page 711
____________________________________________________________________________
Street Lighting Maintenance District No. 2 – City of Rancho Cucamonga 14
Fiscal Year 2024/25
Page 712
____________________________________________________________________________
Street Lighting Maintenance District No. 2 – City of Rancho Cucamonga 15
Fiscal Year 2024/25
ASSESSMENT ROLL AND ANNEXATIONS
Assessment Roll
The assessment roll is a listing of the assessment for Fiscal Year 2024/25 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 2024/25 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 $39.97 7,346.00 7,346.00 293,619.62$
Multi-Family Residential 39.97 2,405.00 2,405.00 96,127.85$
Non-Residential 39.97 35.16 70.32 2,810.68$
Totals 9,786.16 9,821.32 392,558.15$
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 2024/25:
APN
Annexation
Date Project
Total Units
/ Acres Total EBUs Type
1076-041-34 01/18/23 DRC2021-00026 1.00 1.00 Single-Family Res
0229-311-14 & 15 03/15/23 DRC2020-00440 260.00 260.00 Multi-Family Res
Page 713
ATTACHMENT 12
Annual Engineer’s Report
Fiscal Year 2024/25
City of Rancho Cucamonga
Street Lighting Maintenance District No. 3
(Victoria Planned Community)
Page 714
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 Tem
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Ashley N. Stickler, Council Member
CITY STAFF
John R. Gillison, City Manager
Elisa Cox, Assistant City Manager
Jason C. Welday, Director of Engineering Services/City Engineer
Micah Martin, Public Works Director
Noah Daniels, Finance Director
Page 715
TABLE OF CONTENTS
ENGINEER’S LETTER 1
INTRODUCTION 3
Reason for Assessment 3
Process for Annual Assessment 3
PLANS AND SPECIFICATIONS 4
Description of the Boundaries of the District 4
Description of Improvements and Services 4
Map of Improvements 5
ESTIMATE OF COSTS 7
District Budget 7
Definitions of Budget Items 9
METHOD OF ASSESSMENT 10
Overview 10
Special Benefit 11
General Benefit 11
Method of Assessment Spread 11
ASSESSMENT DIAGRAM 13
ASSESSMENT ROLL AND ANNEXATIONS 15
Assessment Roll 15
Annexations 15
Page 716
____________________________________________________________________________
Street Lighting Maintenance District No. 3 – City of Rancho Cucamonga 1
Fiscal Year 2024/25
ENGINEER’S LETTER
WHEREAS, on June 5, 2024, the City Council of Rancho Cucamonga (the “City”), under
the Landscaping and Lighting Act of 1972 (the “1972 Act”) adopted its Resolution No.
2024-049, 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 2024/25 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
2024/25 Budget
Expenditures
Personnel Services 54,260$
Operations and Maintenance 202,100
Transfer Out 43,370
Total Expenditures Budget 299,730
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 381,410
Anticipated Prior Year Delinquencies Collection 2,730
Total Revenues Budget 384,140
Contribution to/(Use of) Fund Balance 84,410$
Total District EBU Count 8,089.24
Actual Assessment per EBU 47.15$
Maximum Allowable Assessment per EBU 47.15$
Page 717
____________________________________________________________________________
Street Lighting Maintenance District No. 3 – City of Rancho Cucamonga 2
Fiscal Year 2024/25
In making the assessments contained herein pursuant to the 1972 Act:
1. I have identified all parcels which will have a special benefit conferred upon them from
the improvement described in the Special Benefit Section of this Annual Engineer’s
Report (the “Specially Benefited Parcels”). For particulars as to the identification of said
parcels, reference is made to the Assessment Diagram, a copy of which is included in
this Annual Engineer’s Report.
2. I have evaluated the costs and expenses of the improvements upon the Specially
Benefited Parcels. In making such evaluation:
a. The proportionate special benefit derived by each Specially Benefited Parcel
from the improvements was determined in relationship to the entirety of the
maintenance costs of the improvements;
b. No assessment has been imposed on any Specially Benefited Parcel which
exceeds the reasonable cost of the proportional special benefit conferred on
such parcel from the improvements; and
c. Any general benefits from the improvements have been separated from the
special benefits and only special benefits have been assessed.
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.
07/17/2024
Jason C. Welday
Director of Engineering Services/City Engineer
Date
Page 718
____________________________________________________________________________
Street Lighting Maintenance District No. 3 – City of Rancho Cucamonga 3
Fiscal Year 2024/25
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.
Page 719
____________________________________________________________________________
Street Lighting Maintenance District No. 3 – City of Rancho Cucamonga 4
Fiscal Year 2024/25
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 I-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.
Page 720
____________________________________________________________________________
Street Lighting Maintenance District No. 3 – City of Rancho Cucamonga 5
Fiscal Year 2024/25
Map of Improvements
The following page shows the map of street light and traffic signal improvements to be
maintained using District funds.
Page 721
____________________________________________________________________________
Street Lighting Maintenance District No. 3 – City of Rancho Cucamonga 6
Fiscal Year 2024/25
Page 722
____________________________________________________________________________
Street Lighting Maintenance District No. 3 – City of Rancho Cucamonga 7
Fiscal Year 2024/25
ESTIMATE OF COSTS
The estimated costs of administration, maintenance, operations, and servicing the
improvements as described in the Plans and Specifications are summarized below. Each year,
as part of the District levy calculation process, the costs and expenses are reviewed and the
annual costs are projected for the following fiscal year.
District Budget
Fiscal Year
2024/25 Budget
Expenditures
Personnel Services:
Regular Salaries 36,170$
Fringe Benefits 18,090
Subtotal - Personnel 54,260
Operations and Maintenance:
Operations and Maintenance:
Training 220
Membership Dues 80
O & M/General 210
Contract Services 8,050
Contract Equipment Maintenance/Repair 30
Subtotal - Operations and Maintenance 8,590
Electric Utilities 154,120
Assessment Administration 24,820
Admin./General Overhead 14,570
Subtotal - Operations and Maintenance 202,100
Transfer Out - General Street Lights Fund 43,370
Total Expenditures Budget 299,730$
Page 723
____________________________________________________________________________
Street Lighting Maintenance District No. 3 – City of Rancho Cucamonga 8
Fiscal Year 2024/25
Fiscal Year
2024/25 Budget
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 381,410$
Anticipated Prior Year Delinquencies Collection 2,730
Total Revenues Budget 384,140
Contribution to/(Use of) Fund Balance 84,410$
Total Gross Estimated Assessments 381,407.64$
Total District EBU Count 8,089.24
Actual Assessment per EBU - Fiscal Year 2024/25 47.15$
Maximum Allowable Assessment per EBU - Fiscal Year 2024/25 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, 2024 739,877$
Contribution to/(Use of) Reserve - Fiscal Year 2024/25 84,410
Estimated Reserve Fund Balance, June 30, 2025 824,287$
Page 724
____________________________________________________________________________
Street Lighting Maintenance District No. 3 – City of Rancho Cucamonga 9
Fiscal Year 2024/25
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 FY 2021/22, the outstanding balance of the interfund was fully repaid.
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.
Page 725
____________________________________________________________________________
Street Lighting Maintenance District No. 3 – City of Rancho Cucamonga 10
Fiscal Year 2024/25
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.
Page 726
____________________________________________________________________________
Street Lighting Maintenance District No. 3 – City of Rancho Cucamonga 11
Fiscal Year 2024/25
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
Page 727
____________________________________________________________________________
Street Lighting Maintenance District No. 3 – City of Rancho Cucamonga 12
Fiscal Year 2024/25
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 2024/25 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 $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
Page 728
____________________________________________________________________________
Street Lighting Maintenance District No. 3 – City of Rancho Cucamonga 13
Fiscal Year 2024/25
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.
Page 729
____________________________________________________________________________
Street Lighting Maintenance District No. 3 – City of Rancho Cucamonga 14
Fiscal Year 2024/25
Page 730
____________________________________________________________________________
Street Lighting Maintenance District No. 3 – City of Rancho Cucamonga 15
Fiscal Year 2024/25
ASSESSMENT ROLL AND ANNEXATIONS
Assessment Roll
The assessment roll is a listing of the assessment for Fiscal Year 2024/25 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 2024/25 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 47.15 729.00 729.00 34,372.35
Non-Residential 47.15 258.62 517.24 24,387.84
Totals 7,830.62 8,089.24 $381,407.64
A copy of the full assessment roll is available for review in the City Clerk's office.
Annexations
There are no effective annexations for Fiscal Year 2024/25.
Page 731
ATTACHMENT 13
Annual Engineer’s Report
Fiscal Year 2024/25
City of Rancho Cucamonga
Street Lighting Maintenance District No. 4
(Terra Vista Planned Community)
Page 732
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 Tem
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Ashley N. Stickler, Council Member
CITY STAFF
John R. Gillison, City Manager
Elisa Cox, Assistant City Manager
Jason C. Welday, Director of Engineering Services/City Engineer
Micah Martin, Public Works Director
Noah Daniels, Finance Director
Page 733
TABLE OF CONTENTS
ENGINEER’S LETTER 1
INTRODUCTION 3
Reason for Assessment 3
Process for Annual Assessment 3
PLANS AND SPECIFICATIONS 4
Description of the Boundaries of the District 4
Description of Improvements and Services 4
Map of Improvements 5
ESTIMATE OF COSTS 7
District Budget 7
Definitions of Budget Items 9
METHOD OF ASSESSMENT 10
Overview 10
Special Benefit 11
General Benefit 11
Method of Assessment Spread 11
ASSESSMENT DIAGRAM 13
ASSESSMENT ROLL AND ANNEXATIONS 15
Assessment Roll 15
Annexations 15
Page 734
____________________________________________________________________________
Street Lighting Maintenance District No. 4 – City of Rancho Cucamonga 1
Fiscal Year 2024/25
ENGINEER’S LETTER
WHEREAS, on June 5, 2024, the City Council of Rancho Cucamonga (the “City”), under
the Landscaping and Lighting Act of 1972 (the “1972 Act”) adopted its Resolution No.
2024-049, 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 2024/25 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
2024/25 Budget
Expenditures
Personnel Services 55,470$
Operations and Maintenance 105,110
Debt Service 11,220
Transfer Out 20,130
Total Expenditures Budget 191,930
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 166,400
Anticipated Prior Year Delinquencies Collection 730
Total Revenues Budget 167,130
Contribution to/(Use of) Fund Balance (24,800)$
Total District EBU Count 5,745.78
Actual Assessment per EBU 28.96$
Maximum Allowable Assessment per EBU 28.96$
Page 735
____________________________________________________________________________
Street Lighting Maintenance District No. 4 – City of Rancho Cucamonga 2
Fiscal Year 2024/25
In making the assessments contained herein pursuant to the 1972 Act:
1. I have identified all parcels which will have a special benefit conferred upon them from
the improvement described in the Special Benefit Section of this Annual Engineer’s
Report (the “Specially Benefited Parcels”). For particulars as to the identification of said
parcels, reference is made to the Assessment Diagram, a copy of which is included in
this Annual Engineer’s Report.
2. I have evaluated the costs and expenses of the improvements upon the Specially
Benefited Parcels. In making such evaluation:
a. The proportionate special benefit derived by each Specially Benefited Parcel
from the improvements was determined in relationship to the entirety of the
maintenance costs of the improvements;
b. No assessment has been imposed on any Specially Benefited Parcel which
exceeds the reasonable cost of the proportional special benefit conferred on
such parcel from the improvements; and
c. Any general benefits from the improvements have been separated from the
special benefits and only special benefits have been assessed.
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.
07/17/2024
Jason C. Welday
Director of Engineering Services/City Engineer
Date
Page 736
____________________________________________________________________________
Street Lighting Maintenance District No. 4 – City of Rancho Cucamonga 3
Fiscal Year 2024/25
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.
Page 737
____________________________________________________________________________
Street Lighting Maintenance District No. 4 – City of Rancho Cucamonga 4
Fiscal Year 2024/25
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.
Page 738
____________________________________________________________________________
Street Lighting Maintenance District No. 4 – City of Rancho Cucamonga 5
Fiscal Year 2024/25
Map of Improvements
The following page shows the map of street light and traffic signal improvements to be
maintained using District funds.
Page 739
____________________________________________________________________________
Street Lighting Maintenance District No. 4 – City of Rancho Cucamonga 6
Fiscal Year 2024/25
Page 740
____________________________________________________________________________
Street Lighting Maintenance District No. 4 – City of Rancho Cucamonga 7
Fiscal Year 2024/25
ESTIMATE OF COSTS
The estimated costs of administration, maintenance, operations, and servicing the
improvements as described in the Plans and Specifications are summarized below. Each year,
as part of the District levy calculation process, the costs and expenses are reviewed and the
annual costs are projected for the following fiscal year.
District Budget
Fiscal Year
2024/25 Budget
Expenditures
Personnel Services:
Regular Salaries 36,980$
Fringe Benefits 18,490
Subtotal - Personnel 55,470
Operations and Maintenance:
Operations and Maintenance:
Training 220
Membership Dues 80
O & M/General 1,120
Contract Services 3,730
Contract Equipment Maintenace/Repair 110
Subtotal - Operations and Maintenance 5,260
Utilities:
Electric Utilities 72,770
Assessment Administration 14,420
Admin./General Overhead 12,660
Subtotal - Operations and Maintenance 105,110
Debt Service:
Interest Expense 1,360
Principal Repayments 9,860
Subtotal - Debt Service 11,220
Transfer Out - General City Street Lights Fund 20,130
Total Expenditures Budget 191,930$
Page 741
____________________________________________________________________________
Street Lighting Maintenance District No. 4 – City of Rancho Cucamonga 8
Fiscal Year 2024/25
Fiscal Year
2024/25 Budget
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 166,400$
Anticipated Prior Year Delinquencies Collection 730
Total Revenues Budget 167,130
Contribution to/(Use of) Fund Balance (24,800)$
Total Gross Estimated Assessments 166,397.79$
Total District EBU Count 5,745.78
Actual Assessment per EBU - Fiscal Year 2024/25 28.96$
Maximum Allowable Assessment per EBU - Fiscal Year 2024/25 28.96$
The maximum allowable assessment per Equivalent Benefit Unit (EBU) listed in the District
budget above, is the amount which was approved in Fiscal Year 1996/97 and subsequent
District annexations. Each year, prior to the assessments being placed on the tax roll, the City
will review the budget and determine the amount needed to maintain the improvements for the
upcoming fiscal year. The actual assessment per EBU will be based on the total amount of
funds needed to maintain the improvements in a satisfactory and healthy condition. The actual
assessment amount may be lower than the maximum allowable assessment; however, it may
not exceed the maximum unless the increase is approved by the property owners in accordance
with Proposition 218.
It is the intent of the City to maintain an Operating Reserve which shall not exceed the
estimated costs of maintenance and servicing of the improvements prior to December 10 of the
fiscal year, or when the City expects to receive its apportionment of special assessments and
tax collections from the County, whichever is later. The reserve balance information for the
District is as follows:
Operating Reserve
Estimated Reserve Fund Balance, June 30, 2024 92,984$
Contribution to/(Use of) Reserve - Fiscal Year 2024/25 (24,800)
Estimated Reserve Fund Balance, June 30, 2025 68,184$
Page 742
____________________________________________________________________________
Street Lighting Maintenance District No. 4 – City of Rancho Cucamonga 9
Fiscal Year 2024/25
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.
Page 743
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Street Lighting Maintenance District No. 4 – City of Rancho Cucamonga 10
Fiscal Year 2024/25
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.
Page 744
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Street Lighting Maintenance District No. 4 – City of Rancho Cucamonga 11
Fiscal Year 2024/25
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
Page 745
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Street Lighting Maintenance District No. 4 – City of Rancho Cucamonga 12
Fiscal Year 2024/25
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 2024/25 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 $28.96 $28.96 2,652.00 2,652.00
Multi-Family Residential 28.96 28.96 5,250.00 2,625.00
Non-Residential 28.96 28.96 234.39 468.78
Page 746
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Street Lighting Maintenance District No. 4 – City of Rancho Cucamonga 13
Fiscal Year 2024/25
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.
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.
Page 747
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Street Lighting Maintenance District No. 4 – City of Rancho Cucamonga 14
Fiscal Year 2024/25
Page 748
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Street Lighting Maintenance District No. 4 – City of Rancho Cucamonga 15
Fiscal Year 2024/25
ASSESSMENT ROLL AND ANNEXATIONS
Assessment Roll
The assessment roll is a listing of the assessment for Fiscal Year 2024/25 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 2024/25 actual assessments for the
District:
Property Type (County Use Code)
Actual
Assessment
Rate per EBU
Total
Units/Acres Total EBUs Total Assessment
Single Family Residential $28.96 2,652.00 2,652.00 $76,801.92
Multi-Family Residential 28.96 5,250.00 2,625.00 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 are no effective annexations for Fiscal Year 2024/25.
Page 749
ATTACHMENT 14
Annual Engineer’s Report
Fiscal Year 2024/25
City of Rancho Cucamonga
Street Lighting Maintenance District No. 5
(Caryn Planned Community)
Page 750
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 Tem
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Ashley N. Stickler, Council Member
CITY STAFF
John R. Gillison, City Manager
Elisa Cox, Assistant City Manager
Jason C. Welday, Director of Engineering Services/City Engineer
Micah Martin, Public Works Director
Noah Daniels, Finance Director
Page 751
TABLE OF CONTENTS
ENGINEER’S LETTER 1
INTRODUCTION 3
Reason for Assessment 3
Process for Annual Assessment 3
PLANS AND SPECIFICATIONS 4
Description of the Boundaries of the District 4
Description of Improvements and Services 4
Map of Improvements 5
ESTIMATE OF COSTS 7
District Budget 7
Definitions of Budget Items 9
METHOD OF ASSESSMENT 10
Overview 10
Special Benefit 11
General Benefit 11
Method of Assessment Spread 11
ASSESSMENT DIAGRAM 13
ASSESSMENT ROLL AND ANNEXATIONS 15
Assessment Roll 15
Annexations 15
Page 752
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Street Lighting Maintenance District No. 5 – City of Rancho Cucamonga 1
Fiscal Year 2024/25
ENGINEER’S LETTER
WHEREAS, on June 5, 2024, the City Council of Rancho Cucamonga (the “City”), under
the Landscaping and Lighting Act of 1972 (the “1972 Act”) adopted its Resolution No.
2024-049, 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 2024/25 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
2024/25 Budget
Expenditures
Operations and Maintenance 43,570
Transfer Out 9,560
Total Expenditures Budget 53,130
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 44,150
Anticipated Prior Year Delinquencies Collection 490
Subtotal - Taxes 44,640
Transfer In - General Fund 22,040
Total Revenues Budget 66,680
Contribution to/(Use of) Fund Balance 13,550$
Total District EBU Count 1,276.00
Actual Assessment per EBU 34.60$
Maximum Allowable Assessment per EBU 34.60$
Page 753
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Street Lighting Maintenance District No. 5 – City of Rancho Cucamonga 2
Fiscal Year 2024/25
In making the assessments contained herein pursuant to the 1972 Act:
1. I have identified all parcels which will have a special benefit conferred upon them from
the improvement described in the Special Benefit Section of this Annual Engineer’s
Report (the “Specially Benefited Parcels”). For particulars as to the identification of said
parcels, reference is made to the Assessment Diagram, a copy of which is included in
this Annual Engineer’s Report.
2. I have evaluated the costs and expenses of the improvements upon the Specially
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.
07/17/2024
Jason C. Welday
Director of Engineering Services/City Engineer
Date
Page 754
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Street Lighting Maintenance District No. 5 – City of Rancho Cucamonga 3
Fiscal Year 2024/25
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.
Page 755
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Street Lighting Maintenance District No. 5 – City of Rancho Cucamonga 4
Fiscal Year 2024/25
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.
Page 756
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Street Lighting Maintenance District No. 5 – City of Rancho Cucamonga 5
Fiscal Year 2024/25
Map of Improvements
The following page shows the map of street light and traffic signal improvements to be
maintained using District funds.
Page 757
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Street Lighting Maintenance District No. 5 – City of Rancho Cucamonga 6
Fiscal Year 2024/25
Page 758
____________________________________________________________________________
Street Lighting Maintenance District No. 5 – City of Rancho Cucamonga 7
Fiscal Year 2024/25
ESTIMATE OF COSTS
The estimated costs of administration, maintenance, operations, and servicing the
improvements as described in the Plans and Specifications are summarized below. Each year,
as part of the District levy calculation process, the costs and expenses are reviewed and the
annual costs are projected for the following fiscal year.
District Budget
Fiscal Year
2024/25 Budget
Expenditures
Operations and Maintenance:
Contract Services 1,770
Utilities:
Electric Utilities 34,580
Assessment Administration 4,570
Admin./General Overhead 2,650
Subtotal - Operations and Maintenance 43,570
Transfer Out - General Street Lights Fund 9,560
Total Expenditures Budget 53,130$
Fiscal Year
2024/25 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 22,040
Total Revenues Budget 66,680
Contribution to/(Use of) Fund Balance 13,550$
Total Gross Estimated Assessments 44,149.60$
Total District EBU Count 1,276.00
Actual Assessment per EBU - Fiscal Year 2024/25 34.60$
Maximum Allowable Assessment per EBU - Fiscal Year 2024/25 34.60$
Page 759
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Street Lighting Maintenance District No. 5 – City of Rancho Cucamonga 8
Fiscal Year 2024/25
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, 2024 (81,551)$
Contribution to/(Use of) Reserve - Fiscal Year 2024/25 13,550
Estimated Reserve Fund Balance, June 30, 2025 (68,001)$
Page 760
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Street Lighting Maintenance District No. 5 – City of Rancho Cucamonga 9
Fiscal Year 2024/25
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 2023/24, 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.
Page 761
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Street Lighting Maintenance District No. 5 – City of Rancho Cucamonga 10
Fiscal Year 2024/25
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
Page 762
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Street Lighting Maintenance District No. 5 – City of Rancho Cucamonga 11
Fiscal Year 2024/25
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
Page 763
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Street Lighting Maintenance District No. 5 – City of Rancho Cucamonga 12
Fiscal Year 2024/25
derived by each identified parcel is determined in relationship to the entire costs of the
maintenance and operation of the improvements.
When the District was formed, Article XIII D and Proposition 218 had not yet been passed.
Upon the passage of Article XIII D and the subsequent passage of the Proposition Omnibus
Implementation Act, new rules were put into place. Due to the changes in legal requirements, as
property annexed to the District after the passage of the Assessment Law, the description of the
method of assessment became more refined, however, the assessment per parcel has
remained the same since Fiscal Year 1996/97. Further, no parcel included in the District
formation or annexations prior to when the language was refined, are now being levied
differently than they were at the time the District was formed or the parcels were annexed.
To assess special benefit appropriately, it is necessary to relate the different type of parcel
improvements to each other. The EBU method of apportionment uses the single-family home as
the basic unit of assessment.
A single-family home equals one EBU. The following table provides the weighting factors
applied by land-use types, as assigned by County use code, to determine each parcel's EBU
assignment.
Land-Use Equivalent Dwelling Units
Property Type (County Use Code)EBU Value Multiplier
Single Family Residential 1.00 Parcel
The use of the latest County Assessor's Secured Roll shall be the basis for the Property Type
determination and units/acreage assignments, unless better data is available to the City. In
addition, if any parcel within the District is identified by the County Auditor/Controller to be an
invalid parcel number for the current fiscal year, the Property Type and EBU assignment shall
be based on the correct parcel number and/or new parcel number(s) County use code and
subsequent property information. If a single parcel has changed to multiple parcels, the EBU
assignment and assessment amount applied to each of the new parcels will be recalculated
rather than spread the proportionate share of the original assessment.
The following table summarizes the Fiscal Year 2024/25 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 $34.60 $34.60 1,276.00 1,276.00
Page 764
____________________________________________________________________________
Street Lighting Maintenance District No. 5 – City of Rancho Cucamonga 13
Fiscal Year 2024/25
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.
Page 765
____________________________________________________________________________
Street Lighting Maintenance District No. 5 – City of Rancho Cucamonga 14
Fiscal Year 2024/25
Page 766
____________________________________________________________________________
Street Lighting Maintenance District No. 5 – City of Rancho Cucamonga 15
Fiscal Year 2024/25
ASSESSMENT ROLL AND ANNEXATIONS
Assessment Roll
The assessment roll is a listing of the assessment for Fiscal Year 2024/25 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 2024/25 actual assessment for the
District:
Property Type (County Use Code)
Actual
Assessment
Rate per EBU
Total
Units/Acres Total EBUs Total Assessment
Single Family Residential $34.60 1,276.00 1,276.00 $44,149.60
Totals 1,276.00 1,276.00 $44,149.60
A copy of the full assessment roll is available for review in the City Clerk's office.
Annexations
There are no effective annexations for Fiscal Year 2024/25.
Page 767
ATTACHMENT 15
Annual Engineer’s Report
Fiscal Year 2024/25
City of Rancho Cucamonga
Street Lighting Maintenance District No. 6
(Commercial Industrial)
Page 768
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 Tem
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Ashley N. Stickler, Council Member
CITY STAFF
John R. Gillison, City Manager
Elisa Cox, Assistant City Manager
Jason C. Welday, Director of Engineering Services/City Engineer
Micah Martin, Public Works Director
Noah Daniels, Finance Director
Page 769
TABLE OF CONTENTS
ENGINEER’S LETTER 1
INTRODUCTION 3
Reason for Assessment 3
Process for Annual Assessment 3
PLANS AND SPECIFICATIONS 4
Description of the Boundaries of the District 4
Description of Improvements and Services 4
Map of Improvements 5
ESTIMATE OF COSTS 7
District Budget 7
Definitions of Budget Items 9
METHOD OF ASSESSMENT 10
Overview 10
Special Benefit 11
General Benefit 11
Method of Assessment Spread 11
ASSESSMENT DIAGRAM 13
ASSESSMENT ROLL AND ANNEXATIONS 15
Assessment Roll 15
Annexations 15
Page 770
____________________________________________________________________________
Street Lighting Maintenance District No. 6 – City of Rancho Cucamonga 1
Fiscal Year 2024/25
ENGINEER’S LETTER
WHEREAS, on June 5, 2024, the City Council of Rancho Cucamonga (the “City”), under
the Landscaping and Lighting Act of 1972 (the “1972 Act”) adopted its Resolution No.
2024-049, 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 2024/25 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
2024/25 Budget
Expenditures
Operations and Maintenance 72,370$
Transfer Out 14,980
Total Expenditures Budget 87,350
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 132,470
Anticipated Prior Year Delinquencies Collection 1,610
Subtotal - Taxes 134,080
Transfer In - CFD Empire Lakes 250
Transfer In - CFD Street Lighting Services 7,680
Total Revenues Budget 142,010
Contribution to/(Use of) Fund Balance 54,660$
Total District EBU Count 2,577.17
Actual Assessment per EBU 51.40$
Maximum Allowable Assessment per EBU 51.40$
Page 771
____________________________________________________________________________
Street Lighting Maintenance District No. 6 – City of Rancho Cucamonga 2
Fiscal Year 2024/25
In making the assessments contained herein pursuant to the 1972 Act:
1. I have identified all parcels which will have a special benefit conferred upon them from
the improvement described in the Special Benefit Section of this Annual Engineer’s
Report (the “Specially Benefited Parcels”). For particulars as to the identification of said
parcels, reference is made to the Assessment Diagram, a copy of which is included in
this Annual Engineer’s Report.
2. I have evaluated the costs and expenses of the improvements upon the Specially
Benefited Parcels. In making such evaluation:
a. The proportionate special benefit derived by each Specially Benefited Parcel
from the improvements was determined in relationship to the entirety of the
maintenance costs of the improvements;
b. No assessment has been imposed on any Specially Benefited Parcel which
exceeds the reasonable cost of the proportional special benefit conferred on
such parcel from the improvements; and
c. Any general benefits from the improvements have been separated from the
special benefits and only special benefits have been assessed.
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.
07/17/2024
Jason C. Welday
Director of Engineering Services/City Engineer
Date
Page 772
____________________________________________________________________________
Street Lighting Maintenance District No. 6 – City of Rancho Cucamonga 3
Fiscal Year 2024/25
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.
Page 773
____________________________________________________________________________
Street Lighting Maintenance District No. 6 – City of Rancho Cucamonga 4
Fiscal Year 2024/25
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.
Page 774
____________________________________________________________________________
Street Lighting Maintenance District No. 6 – City of Rancho Cucamonga 5
Fiscal Year 2024/25
Map of Improvements
The following page shows the map of street light and traffic signal improvements to be
maintained using District funds.
Page 775
____________________________________________________________________________
Street Lighting Maintenance District No. 6 – City of Rancho Cucamonga 6
Fiscal Year 2024/25
Page 776
____________________________________________________________________________
Street Lighting Maintenance District No. 6 – City of Rancho Cucamonga 7
Fiscal Year 2024/25
ESTIMATE OF COSTS
The estimated costs of administration, maintenance, operations, and servicing the
improvements as described in the Plans and Specifications are summarized below. Each year,
as part of the District levy calculation process, the costs and expenses are reviewed and the
annual costs are projected for the following fiscal year.
District Budget
Fiscal Year
2024/25 Budget
Expenditures
Operations and Maintenance:
Operations and Maintenance:
Contract Services 2,780$
Utilities:
Electric Utilities 59,900
Assessment Administration 4,030
Admin./General Overhead 5,660
Subtotal - Operations and Maintenance 72,370
Transfer Out - General Street Lights Fund 14,980
Total Expenditures Budget 87,350$
Page 777
____________________________________________________________________________
Street Lighting Maintenance District No. 6 – City of Rancho Cucamonga 8
Fiscal Year 2024/25
Fiscal Year
2024/25 Budget
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 132,470$
Anticipated Prior Year Delinquencies Collection 1,610
Subtotal - Taxes 134,080
Transfer In:
Transfer In - CFD Empire Lakes 250
Transfer In - CFD Street Lighting Services 7,680
Subtotal - Transfer In:7,930
Total Revenues Budget 142,010
Contribution to/(Use of) Fund Balance 54,660$
Total Gross Estimated Assessments 132,466.52$
Total District EBU Count 2,577.17
Actual Assessment per EBU - Fiscal Year 2024/25 51.40$
Maximum Allowable Assessment per EBU - Fiscal Year 2024/25 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, 2024 139,065$
Contribution to/(Use of) Reserve - Fiscal Year 2024/25 54,660
Estimated Reserve Fund Balance, June 30, 2025 193,725$
Page 778
____________________________________________________________________________
Street Lighting Maintenance District No. 6 – City of Rancho Cucamonga 9
Fiscal Year 2024/25
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 FY 2021/22, the outstanding balance of the interfund was fully repaid.
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.
Page 779
____________________________________________________________________________
Street Lighting Maintenance District No. 6 – City of Rancho Cucamonga 10
Fiscal Year 2024/25
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.
Page 780
____________________________________________________________________________
Street Lighting Maintenance District No. 6 – City of Rancho Cucamonga 11
Fiscal Year 2024/25
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
Page 781
____________________________________________________________________________
Street Lighting Maintenance District No. 6 – City of Rancho Cucamonga 12
Fiscal Year 2024/25
property annexed to the District after the passage of the Assessment Law, the description of the
method of assessment became more refined, however, the assessment per parcel has
remained the same since Fiscal Year 1996/97. Further, no parcel included in the District
formation or annexations prior to when the language was refined, are now being levied
differently than they were at the time the District was formed or the parcels were annexed.
To assess special benefit appropriately, it is necessary to relate the different type of parcel
improvements to each other. The EBU method of apportionment uses the single-family home as
the basic unit of assessment.
A single-family home equals one EBU. Every other land-use is converted to EBUs based on an
assessment formula that equates to the property's specific development status, type of
development (land-use), and size of the property, as compared to a single-family home. The
following table provides the weighting factors applied to various land-use types, as assigned by
County use code, to determine each parcel's EBU assignment.
Land-Use Equivalent Dwelling Units
Property Type (County Use Code)EBU Value Multiplier
Non-Residential 1.00 Acre
The use of the latest County Assessor's Secured Roll shall be the basis for the Property Type
determination and units/acreage assignments, unless better data is available to the City. In
addition, if any parcel within the District is identified by the County Auditor/Controller to be an
invalid parcel number for the current fiscal year, the Property Type and EBU assignment shall
be based on the correct parcel number and/or new parcel number(s) County use code and
subsequent property information. If a single parcel has changed to multiple parcels, the EBU
assignment and assessment amount applied to each of the new parcels will be recalculated
rather than spread the proportionate share of the original assessment.
The following table summarizes the Fiscal Year 2024/25 maximum allowable assessment rate
for the District:
Property Type (County Use Code)
Maximum
Allowable
Assessment
Rate per EBU
Actual
Asessment Rate
per EBU
Total
Units/Acres Total EBUs
Non-Residential $51.40 $51.40 2,577.17 2,577.17
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.
Page 782
____________________________________________________________________________
Street Lighting Maintenance District No. 6 – City of Rancho Cucamonga 13
Fiscal Year 2024/25
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.
Page 783
____________________________________________________________________________
Street Lighting Maintenance District No. 6 – City of Rancho Cucamonga 14
Fiscal Year 2024/25
Page 784
____________________________________________________________________________
Street Lighting Maintenance District No. 6 – City of Rancho Cucamonga 15
Fiscal Year 2024/25
ASSESSMENT ROLL AND ANNEXATIONS
Assessment Roll
The assessment roll is a listing of the assessment for Fiscal Year 2024/25 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 2024/25 actual assessment for the
District:
Property Type (County Use Code)
Actual
Assessment
Rate per EBU
Total
Units/Acres Total EBUs Total Assessment
Non-Residential $51.40 2,577.17 2,577.17 $132,466.52
Totals 2,577.17 2,577.17 $132,466.52
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 2024/25:
Apn
Annexation
Date Project Name
Total Units/
Acres Total EBUs Property Type
0229-021-97 02/15/23 DRC2021-00320 2.37 2.37 Commercial/Industrial
Page 785
ATTACHMENT 16
Annual Engineer’s Report
Fiscal Year 2024/25
City of Rancho Cucamonga
Street Lighting Maintenance District No. 7
(North Etiwanda)
Page 786
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 Tem
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Ashley N. Stickler, Council Member
CITY STAFF
John R. Gillison, City Manager
Elisa Cox, Assistant City Manager
Jason C. Welday, Director of Engineering Services/City Engineer
Micah Martin, Public Works Director
Noah Daniels, Finance Director
Page 787
TABLE OF CONTENTS
ENGINEER’S LETTER 1
INTRODUCTION 3
Reason for Assessment 3
Process for Annual Assessment 3
PLANS AND SPECIFICATIONS 4
Description of the Boundaries of the District 4
Description of Improvements and Services 4
Map of Improvements 5
ESTIMATE OF COSTS 7
District Budget 7
Definitions of Budget Items 9
METHOD OF ASSESSMENT 10
Overview 10
Special Benefit 11
General Benefit 11
Method of Assessment Spread 11
ASSESSMENT DIAGRAM 13
ASSESSMENT ROLL AND ANNEXATIONS 15
Assessment Roll 15
Annexations 15
Page 788
____________________________________________________________________________
Street Lighting Maintenance District No. 7 – City of Rancho Cucamonga 1
Fiscal Year 2024/25
ENGINEER’S LETTER
WHEREAS, on June 5, 2024, the City Council of Rancho Cucamonga (the “City”), under
the Landscaping and Lighting Act of 1972 (the “1972 Act”) adopted its Resolution No.
2024-049, 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 2024/25 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
2024/25 Budget
Expenditures
Operations and Maintenance 130,480
Transfer Out 30,310
Total Expenditures Budget 160,790
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 131,150
Anticipated Prior Year Delinquencies Collection 1,610
Subtotal - Taxes 132,760
Transfers In 30,490
Total Revenues Budget 163,250
Contribution to/(Use of) Fund Balance 2,460$
Total District EBU Count 3,936.00
Actual Assessment per EBU 33.32$
Maximum Allowable Assessment per EBU 33.32$
Page 789
____________________________________________________________________________
Street Lighting Maintenance District No. 7 – City of Rancho Cucamonga 2
Fiscal Year 2024/25
In making the assessments contained herein pursuant to the 1972 Act:
1. I have identified all parcels which will have a special benefit conferred upon them from
the improvement described in the Special Benefit Section of this Annual Engineer’s
Report (the “Specially Benefited Parcels”). For particulars as to the identification of said
parcels, reference is made to the Assessment Diagram, a copy of which is included in
this Annual Engineer’s Report.
2. I have evaluated the costs and expenses of the improvements upon the Specially
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.
07/17/2024
Jason C. Welday
Director of Engineering Services/City Engineer
Date
Page 790
____________________________________________________________________________
Street Lighting Maintenance District No. 7 – City of Rancho Cucamonga 3
Fiscal Year 2024/25
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.
Page 791
____________________________________________________________________________
Street Lighting Maintenance District No. 7 – City of Rancho Cucamonga 4
Fiscal Year 2024/25
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.
Page 792
____________________________________________________________________________
Street Lighting Maintenance District No. 7 – City of Rancho Cucamonga 5
Fiscal Year 2024/25
Map of Improvements
The following page shows the map of street light and traffic signal improvements to be
maintained using District funds.
Page 793
____________________________________________________________________________
Street Lighting Maintenance District No. 7 – City of Rancho Cucamonga 6
Fiscal Year 2024/25
Page 794
____________________________________________________________________________
Street Lighting Maintenance District No. 7 – City of Rancho Cucamonga 7
Fiscal Year 2024/25
ESTIMATE OF COSTS
The estimated costs of administration, maintenance, operations, and servicing the
improvements as described in the Plans and Specifications are summarized below. Each year,
as part of the District levy calculation process, the costs and expenses are reviewed and the
annual costs are projected for the following fiscal year.
District Budget
Fiscal Year
2024/25 Budget
Expenditures
Operations and Maintenance:
Operations and Maintenance:
Contract Services 5,630
Utilities:
Electric Utilities 106,810
Assessment Administration 13,980
Admin./General Overhead 4,060
Subtotal - Operations and Maintenance 130,480
Transfer Out - General Street Lights Fund 30,310
Total Expenditures Budget 160,790$
Page 795
____________________________________________________________________________
Street Lighting Maintenance District No. 7 – City of Rancho Cucamonga 8
Fiscal Year 2024/25
Fiscal Year
2024/25 Budget
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 131,150$
Anticipated Prior Year Delinquencies Collection 1,610
Subtotal - Taxes 132,760
Transfer In:
Transfer In - General Fund 30,490
Total Revenues Budget 163,250
Contribution to/(Use of) Fund Balance 2,460$
Total Gross Estimated Assessments 131,147.52$
Total District EBU Count 3,936.00
Actual Assessment per EBU - Fiscal Year 2024/25 33.32$
Maximum Allowable Assessment per EBU - Fiscal Year 2024/25 33.32$
The maximum allowable assessment per Equivalent Benefit Unit (EBU) listed in the District
budget above, is the amount which was approved in Fiscal Year 1996/97 and subsequent
District annexations. Each year, prior to the assessments being placed on the tax roll, the City
will review the budget and determine the amount needed to maintain the improvements for the
upcoming fiscal year. The actual assessment per EDU will be based on the total amount of
funds needed to maintain the improvements in a satisfactory and healthy condition. The actual
assessment amount may be lower than the maximum allowable assessment; however, it may
not exceed the maximum unless the increase is approved by the property owners in accordance
with Proposition 218.
It is the intent of the City to maintain an Operating Reserve which shall not exceed the
estimated costs of maintenance and servicing of the improvements prior to December 10 of the
fiscal year, or when the City expects to receive its apportionment of special assessments and
tax collections from the County, whichever is later. The reserve balance information for the
District is as follows:
Operating Reserve
Estimated Reserve Fund Balance, June 30, 2024 165,388$
Contribution to/(Use of) Reserve - Fiscal Year 2024/25 2,460
Estimated Reserve Fund Balance, June 30, 2025 167,848$
Page 796
____________________________________________________________________________
Street Lighting Maintenance District No. 7 – City of Rancho Cucamonga 9
Fiscal Year 2024/25
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 2023/24, 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.
Page 797
____________________________________________________________________________
Street Lighting Maintenance District No. 7 – City of Rancho Cucamonga 10
Fiscal Year 2024/25
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
Page 798
____________________________________________________________________________
Street Lighting Maintenance District No. 7 – City of Rancho Cucamonga 11
Fiscal Year 2024/25
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.
Page 799
____________________________________________________________________________
Street Lighting Maintenance District No. 7 – City of Rancho Cucamonga 12
Fiscal Year 2024/25
When the District was formed, Article XIII D and Proposition 218 had not yet been passed.
Upon the passage of Article XIII D and the subsequent passage of the Proposition Omnibus
Implementation Act, new rules were put into place. Due to the changes in legal requirements, as
property annexed to the District after the passage of the Assessment Law, the description of the
method of assessment became more refined; however, the assessment per parcel has
remained the same since Fiscal Year 1996/97. Further, no parcel included in the District
formation or annexations prior to when the language was refined, are now being levied
differently than they were at the time the District was formed or the parcels were annexed.
To assess special benefit appropriately, it is necessary to relate the different type of parcel
improvements to each other. The Equivalent Dwelling Unit ("EDU") method of apportionment
uses the single-family home as the basic unit of assessment.
A single-family home equals one Equivalent Dwelling Unit (EDU). Every other land-use is
converted to EDUs based on an assessment formula that equates to the property's specific
development status, type of development (land-use), and size of the property, as compared to a
single-family home. The following table provides the weighting factors applied to various land-
use types, as assigned by County use code, to determine each parcel's EDU assignment.
Land-Use Equivalent Dwelling Units
Property Type (County Use Code)EBU Value Multiplier
Single Family Residential 1.00 Parcel
Multi-Family Residential 0.50 Unit
Non-Residential 2.00 Acre
The use of the latest County Assessor's Secured Roll shall be the basis for the Property Type
determination and units/acreage assignments unless better data is available to the City. In
addition, if any parcel within the District is identified by the County Auditor/Controller to be an
invalid parcel number for the current fiscal year, the Property Type and EDU assignment shall
be based on the correct parcel number and/or new parcel number(s) County use code and
subsequent property information. If a single parcel has changed to multiple parcels, the EDU
assignment and assessment amount applied to each of the new parcels will be recalculated
rather than spread the proportionate share of the original assessment.
Page 800
____________________________________________________________________________
Street Lighting Maintenance District No. 7 – City of Rancho Cucamonga 13
Fiscal Year 2024/25
The following table summarizes the Fiscal Year 2024/25 maximum allowable assessment rates
for the District:
Property Type (County Use Code)
Actual
Assessment
Rate per EBU
Total
Units/Acres Total EBUs
Total
Assessment
Single Family Residential $33.32 3,936.00 3,936.00 $131,147.52
Totals 3,936.00 3,936.00 $131,147.52
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.
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.
Page 801
____________________________________________________________________________
Street Lighting Maintenance District No. 7 – City of Rancho Cucamonga 14
Fiscal Year 2024/25
Page 802
____________________________________________________________________________
Street Lighting Maintenance District No. 7 – City of Rancho Cucamonga 15
Fiscal Year 2024/25
ASSESSMENT ROLL AND ANNEXATIONS
Assessment Roll
The assessment roll is a listing of the assessment for Fiscal Year 2024/25 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 2024/25 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 $33.32 3,936.00 3,936.00 $131,147.52
Totals 3,936.00 3,936.00 $131,147.52
A copy of the full assessment roll is available for review in the City Clerk's office.
Annexations
The following annexation is effective for Fiscal Year 2024/25:
APN
Annexation
Date Project
Total Units
/ Acres Total EBUs Type
0226-231-54 02/15/23 DRC2020-00022 1.00 1.00 Single-Family Res
0225-171-04 03/15/23 SUBTT20337 9.00 9.00 Single-Family Res
Page 803
ATTACHMENT 17
Annual Engineer’s Report
Fiscal Year 2024/25
City of Rancho Cucamonga
Street Lighting Maintenance District No. 8
(South Etiwanda)
Page 804
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 Tem
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Ashley N. Stickler, Council Member
CITY STAFF
John R. Gillison, City Manager
Elisa Cox, Assistant City Manager
Jason C. Welday, Director of Engineering Services/City Engineer
Micah Martin, Public Works Director
Noah Daniels, Finance Director
Page 805
TABLE OF CONTENTS
ENGINEER’S LETTER 1
INTRODUCTION 3
Reason for Assessment 3
Process for Annual Assessment 3
PLANS AND SPECIFICATIONS 4
Description of the Boundaries of the District 4
Description of Improvements and Services 4
Map of Improvements 5
ESTIMATE OF COSTS 7
District Budget 7
Definitions of Budget Items 9
METHOD OF ASSESSMENT 10
Overview 10
Special Benefit 11
General Benefit 11
Method of Assessment Spread 11
ASSESSMENT DIAGRAM 13
ASSESSMENT ROLL AND ANNEXATIONS 15
Assessment Roll 15
Annexations 15
Page 806
____________________________________________________________________________
Street Lighting Maintenance District No. 8 – City of Rancho Cucamonga 1
Fiscal Year 2024/25
ENGINEER’S LETTER
WHEREAS, on June 5, 2024, the City Council of Rancho Cucamonga (the “City”), under
the Landscaping and Lighting Act of 1972 (the “1972 Act”) adopted its Resolution No.
2024-049, 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 2024/25 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
2024/25 Budget
Expenditures
Personnel Services 52,500$
Operations and Maintenance 60,300
Transfer Out 10,680
Total Expenditures Budget 123,480
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 81,120
Anticipated Prior Year Delinquencies Collection 610
Total Revenues Budget 81,730
Contribution to/(Use of) Fund Balance (41,750)$
Total District EBU Count 2,650.78
Actual Assessment per EBU 30.60$
Maximum Allowable Assessment per EBU 193.75$
Page 807
____________________________________________________________________________
Street Lighting Maintenance District No. 8 – City of Rancho Cucamonga 2
Fiscal Year 2024/25
In making the assessments contained herein pursuant to the 1972 Act:
1. I have identified all parcels which will have a special benefit conferred upon them from
the improvement described in the Special Benefit Section of this Annual Engineer’s
Report (the “Specially Benefited Parcels”). For particulars as to the identification of said
parcels, reference is made to the Assessment Diagram, a copy of which is included in
this Annual Engineer’s Report.
2. I have evaluated the costs and expenses of the improvements upon the Specially
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.
07/17/2024
Jason C. Welday
Director of Engineering Services/City Engineer
Date
Page 808
____________________________________________________________________________
Street Lighting Maintenance District No. 8 – City of Rancho Cucamonga 3
Fiscal Year 2024/25
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.
Page 809
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Street Lighting Maintenance District No. 8 – City of Rancho Cucamonga 4
Fiscal Year 2024/25
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 I-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.
Page 810
____________________________________________________________________________
Street Lighting Maintenance District No. 8 – City of Rancho Cucamonga 5
Fiscal Year 2024/25
Map of Improvements
The following page shows the map of street light and traffic signal improvements to be
maintained using District funds.
Page 811
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Street Lighting Maintenance District No. 8 – City of Rancho Cucamonga 6
Fiscal Year 2024/25
Page 812
____________________________________________________________________________
Street Lighting Maintenance District No. 8 – City of Rancho Cucamonga 7
Fiscal Year 2024/25
ESTIMATE OF COSTS
The estimated costs of administration, maintenance, operations, and servicing the
improvements as described in the Plans and Specifications are summarized below. Each year,
as part of the District levy calculation process, the costs and expenses are reviewed and the
annual costs are projected for the following fiscal year.
District Budget
Fiscal Year
2024/25 Budget
Expenditures
Personnel Services:
Regular Salaries 35,000$
Fringe Benefits 17,500
Subtotal - Personnel 52,500
Operations and Maintenance:
Operations and Maintenance:
Training 220
Membership Dues 80
O & M/General 430
Contract Services 1,980
Contract Equipment Maintenance/Repair 50
Subtotal - Operations and Maintenance 2,760
Utilities:
Electric Utilities 40,400
Assessment Administration 5,700
Admin./General Overhead 11,440
Subtotal - Operations and Maintenance 60,300
Transfer Out - General City Street Lights Fund 10,680
Total Expenditures Budget 123,480$
Page 813
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Street Lighting Maintenance District No. 8 – City of Rancho Cucamonga 8
Fiscal Year 2024/25
Fiscal Year
2024/25 Budget
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 81,120$
Anticipated Prior Year Delinquencies Collection 610
Total Revenues Budget 81,730
Contribution to/(Use of) Fund Balance (41,750)$
Total Gross Estimated Assessments 81,113.86$
Total District EBU Count 2,650.78
Actual Assessment per EBU - Fiscal Year 2024/25 30.60$
Maximum Allowable Assessment per EBU - Fiscal Year 2024/25 193.75$
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, 2024 1,777,281$
Contribution to/(Use of) Reserve - Fiscal Year 2024/25 (41,750)
Estimated Reserve Fund Balance, June 30, 2025 1,735,531$
Page 814
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Street Lighting Maintenance District No. 8 – City of Rancho Cucamonga 9
Fiscal Year 2024/25
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 FY 2021/22, the outstanding balance of the interfund was fully repaid.
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.
Page 815
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Street Lighting Maintenance District No. 8 – City of Rancho Cucamonga 10
Fiscal Year 2024/25
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.
Page 816
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Street Lighting Maintenance District No. 8 – City of Rancho Cucamonga 11
Fiscal Year 2024/25
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
Page 817
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Street Lighting Maintenance District No. 8 – City of Rancho Cucamonga 12
Fiscal Year 2024/25
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 2024/25 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 $193.75 $30.60 1,206.00 1,206.00
Multi-Family Residential 193.75 30.60 1,381.00 1,381.00
Non-Residential 193.75 30.60 31.89 63.78
Page 818
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Street Lighting Maintenance District No. 8 – City of Rancho Cucamonga 13
Fiscal Year 2024/25
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.
Page 819
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Street Lighting Maintenance District No. 8 – City of Rancho Cucamonga 14
Fiscal Year 2024/25
Page 820
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Street Lighting Maintenance District No. 8 – City of Rancho Cucamonga 15
Fiscal Year 2024/25
ASSESSMENT ROLL AND ANNEXATIONS
Assessment Roll
The assessment roll is a listing of the assessment for Fiscal Year 2024/25 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 2024/25 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 1,381.00 1,381.00 42,258.60
Non-Residential 30.60 31.89 63.78 1,951.66
Totals 2,618.89 2,650.78 $81,113.86
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 2024/25.
Page 821
ATTACHMENT 18
Annual Engineer’s Report
Fiscal Year 2024/25
City of Rancho Cucamonga
Parks and Recreation Improvement
District No. PD-85
07/17/2024
Jason C. Welday
Director of Engineering Services/City Engineer
Date
Page 822
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 Tem
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Ashley N. Stickler, Council Member
CITY STAFF
John R. Gillison, City Manager
Elisa Cox, Assistant City Manager
Jason C. Welday, Director of Engineering Services/City Engineer
Micah Martin, Public Works Director
Noah Daniels, Finance Director
Page 823
TABLE OF CONTENTS
AUTHORITY FOR REPORT 1
FINDINGS 1
DISTRICT ANALYSIS 2
ESTIMATE OF WORK 3
District Budget 3
Definitions of Budget Items 5
METHOD OF SPREAD 6
Annexations 8
Boundary Map 8
Page 824
____________________________________________________________________________
Park and Recreation Improvement District No. PD-85 – City of Rancho Cucamonga 1
Fiscal Year 2024/25
AUTHORITY FOR REPORT
This report for the Fiscal Year 2024/25 is prepared pursuant to the order of the City Council of the
City of Rancho Cucamonga (the “City”) and in compliance with the requirements of Article 4,
Chapter 1, Landscape and Lighting Act of 1972 (the “1972 Act”), being Division 15, Section 22500
of the Streets and Highways code. Provisions for this annual assessment are included in
Chapter 3 of the 1972 Act.
The purpose of this report is to set forth findings and the assessment analysis for the annual levy
of assessments for the Park and Recreation Improvement District No. PD-85 (the “District”). This
District, using direct benefit assessments, was originally created to provide funds to finance the
cost of construction, maintenance, operation and debt payment of Heritage Community Park and
Red Hill Community Park in the City of Rancho Cucamonga. Subsequently, the debt has been
repaid with only the ongoing maintenance and operation with periodic capital improvement
expenditures of the parks remaining.
FINDINGS
Section 22573 of the 1972 Act, requires assessments to be levied according to benefit rather than
according to assessed value. The section states:
The net amount to be assessed upon lands within an assessment district may be
apportioned by any formula or method which fairly distributes the net amount
among all assessable lots or parcels in proportion to the estimated benefits to be
received by each such lot or parcel from the improvements.
The means of determining whether or not a parcel will benefit from the improvements is contained
in the Improvement Act of 1911 (Division 7, commencing with Section 5000 of the Streets and
Highways Code, State of California).
The 1972 Act also provides for the classification of various areas within an assessment district
into benefit areas where, by reason of variations in the nature, location, and extent of the
improvements, the various areas will receive differing degrees of all territory receiving
substantially the same degree of benefit from the improvements and may consist of contiguous
or noncontiguous areas.
As the assessments are levied on the bases of benefit, they are considered a user’s fee, not a
tax; and, therefore, are not governed by Article XIII A. Properties owned by public agencies, such
as a city, county, state, or the Federal government, are not assessable without the approval of
the particular agency and, normally, are not assessed. Certain other parcels used for railroad
mainline right-of-way, public utility transmission right-of-way, and common areas are also exempt
from assessment.
The assessment for mobile home parks will be based upon underlying lot acreage.
Page 825
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Park and Recreation Improvement District No. PD-85 – City of Rancho Cucamonga 2
Fiscal Year 2024/25
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.
Page 826
____________________________________________________________________________
Park and Recreation Improvement District No. PD-85 – City of Rancho Cucamonga 3
Fiscal Year 2024/25
ESTIMATE OF WORK
The 1972 Act permits carrying forward surpluses or recovering deficits in subsequent fiscal years.
Costs for the district will be reviewed annually. Any surplus credited against assessment or any
deficits shall be included in the assessment for the following fiscal year.
District Budget
Fiscal Year
2024/25 Budget
Expenditures
Personnel Services:
Regular Salaries 177,640$
Overtime Salaries 4,600
Fringe Benefits 88,890
Subtotal - Personnel 271,130
Operations and Maintenance:
Operations and Maintenance:
O & M/General 72,270
O & M/Facilities 3,300
Emergency Equipment and Vehicle Rental 8,500
Equipment Operations and Maintenance 3,300
Subtotal - Operations and Maintenance 87,370
Contract Services:
Contract Services/General 374,660
Contract Services/Facilities 15,280
Tree Maintenance 26,820
Subtotal - Contract Services 416,760
Utilities:
Telephone Utilities 1,920
Water Utilities 190,230
Electric Utilities 176,710
Subtotal - Utilities 368,860
Assessment Administration 99,190
Admin./General Overhead 94,070
Other Expenses 2,960
Subtotal - Operations and Maintenance 1,069,210
Capital Expenditures:
Captial Outlay - Improvements Other Than Building 252,740
Captial Project 700,000
Subtotal - Capital Expenditures 952,740
Transfers Out:
Transfers Out - PD-85 Capital Reserve Fund 116,800
Total Expenditures Budget 2,409,880$
Page 827
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Park and Recreation Improvement District No. PD-85 – City of Rancho Cucamonga 4
Fiscal Year 2024/25
Fiscal Year
2024/25 Budget
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 1,164,150$
Anticipated Prior Year Delinquencies Collection 13,560
Subtotal - Taxes 1,177,710
Other Revenues:
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:145,700
Transfer In:
Transfer In - General Fund 117,420
Transfer In - PD-85 Operating Fund 116,800
Transfer In - CFD Empire Lakes 86,890
Subtotal - Transfer In:321,110
Total Revenues Budget 1,644,520
Contribution to/(Use of) Fund Balance (765,360)$
Total Gross Estimated Assessments 1,164,143.00$
Total District EBU Count 37,546.00
Actual Assessment per EBU - Fiscal Year 2024/25 31.00$
Maximum Allowable Assessment per EBU - Fiscal Year 2024/25 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.
Page 828
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Park and Recreation Improvement District No. PD-85 – City of Rancho Cucamonga 5
Fiscal Year 2024/25
The reserve balance information for the District is as follows:
Operating Capital Total
Reserve Reserve Reserve
Estimated Reserve Fund Balance, June 30, 2024 2,379,818$ 426,124$ 2,805,942$
Contribution to/(Use of) Reserve - Fiscal Year 2024/25 (785,410) 20,050 (765,360)
Estimated Reserve Fund Balance, June 30, 2025 1,594,408$ 446,174$ 2,040,582$
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.
Page 829
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Park and Recreation Improvement District No. PD-85 – City of Rancho Cucamonga 6
Fiscal Year 2024/25
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 Dwelling Units/Parcel
Less than 1.5 Acres and 1 or more dwelling units
1.51 to 3.5 Acres and 2 or more dwelling units
3.51 to 7.0 Acres and 4 or more dwelling units
7.01 to 14.0 Acres and 8 or more dwelling units
14.01 to 25 Acres and 15 or more dwelling units
25.01 Acres and larger 26 or more dwelling units
Category A is based on the number of existing residential units.
Page 830
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Park and Recreation Improvement District No. PD-85 – City of Rancho Cucamonga 7
Fiscal Year 2024/25
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
2024/25, 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
2024/25, 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.
Page 831
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Park and Recreation Improvement District No. PD-85 – City of Rancho Cucamonga 8
Fiscal Year 2024/25
Annexations
There are no effective annexations for Fiscal Year 2024/25.
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.
Page 832
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Park and Recreation Improvement District No. PD-85 – City of Rancho Cucamonga 9
Fiscal Year 2024/25
Page 833
Resolution No. 2024-XXX – Page 1 of 2
ATTACHMENT 19
RESOLUTION NO. 2024-XXX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO
CUCAMONGA, CALIFORNIA, CONFIRMING THE DIAGRAMS AND
ASSESSMENTS; APPROVING THE ANNUAL ENGINEER’S
REPORTS; AND ORDERING THE LEVY AND COLLECTION OF THE
ANNUAL ASSESSMENTS WITHIN LANDSCAPE MAINTENANCE
DISTRICTS NOS. 1, 2, 3B, 4-R, 6-R, 7, 8, 9 AND 10 FOR FISCAL YEAR
2024/25
WHEREAS, the City Council of the City of Rancho Cucamonga did on the 5th day of June 2024,
adopt its Resolution of Intention No. 2024-046 (the "Resolution of Intention") pursuant to the
Landscaping and Lighting Act of 1972, as amended (the "1972 Act"), declaring its intention to levy and
collect assessments within Landscape Maintenance Districts Nos. 1, 2, 3B, 4-R, 6-R, 7, 8, 9, and 10
(each a "District" and collectively the "Districts") for Fiscal Year 2024/25 and giving notice of the time and
place for a public hearing by the City Council on the levy of the proposed assessments within the
Districts; and
WHEREAS, the City Council previously received and preliminarily approved a report of the
Assessment Engineer (each an "Annual Engineer's Report" and collectively the "Annual Engineer's
Reports") for each District as required pursuant to Article 4 of Chapter 1 of the 1972 Act, Article XIIID of
the Constitution of the State of California (“Article XIIID”) and the Proposition 218 Omnibus
Implementation Act (Government Code Section 53750 and following) (the “Implementation Act”) (the
1972 Act, Article XIIID and the Implementation Act are referred to collectively as the “Assessment Law”);
and
WHEREAS, notice of such public hearing was duly and legally published in the time, form and
manner as required by the Assessment Law, shown by the affidavit of Publication of said Resolution of
Intention on file in the Office of the City Clerk; and
WHEREAS, said City Council having duly received and considered evidence, oral and
documentary, concerning the jurisdiction facts in this proceeding and concerning the necessity for the
contemplated work and the benefits to be derived therefrom, and said City Council having now acquired
jurisdiction to order the proposed work.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA,
HEREBY RESOLVES, as follows:
SECTION 1. This City Council hereby finds and determines that:
A. Notice of the public hearing has been given and the proceedings for the consideration of the
levy of the annual assessments within each District have been undertaken in accordance with the 1972
Act; and
B. The annual assessments for Fiscal Year 2024/25 proposed to be levied within each District as
set forth in the applicable Annual Engineer's Report do not exceed the annual assessments as
previously authorized to be levied within such District, and therefore, the proposed levy of assessments
for Fiscal Year 2024/25 within such District are not deemed to be “increased” over the maximum
authorized annual assessments.
SECTION 2. The final assessments and diagrams for the proceedings, as contained in the
Annual Engineer’s Report for each of the Districts, is hereby approved and confirmed. The assessments
for the Districts contained in the Annual Engineer’s Reports for Fiscal Year 2024/25 are hereby levied
Page 834
Resolution No. 2024-XXX – Page 2 of 2
upon the respective lots or parcels in the Districts in the amounts as set forth in the applicable Annual
Engineer’s Report.
SECTION 3. This City Council hereby orders that the work, as set forth and described in the
Resolution of Intention, be done and made.
SECTION 4. The above-referenced diagram and assessment shall be filed in the Office of the
City Clerk. Said diagram and assessment, and the certified copy thereof, shall be open for public
inspection.
SECTION 5. The City Clerk is hereby ordered and directed to immediately file a certified copy of
the diagram and assessment with the County Auditor. Such filing shall be made no later than the 3rd
Monday in August 2024.
SECTION 6. After the filing of the diagram and assessment, the County Auditor shall enter on
the County assessment roll opposite each lot or parcel of land the amount assessed thereupon, as
shown in the assessment.
SECTION 7. The assessments shall be collected at the same time and in the same manner as
County taxes are collected, and all laws providing for the collection and enforcement of County taxes
shall apply to the collection and enforcement of the assessments.
SECTION 8. The assessments as above confirmed and levied for these proceedings will
provide revenue and relate to the fiscal year commencing July 1, 2024, and ending June 30, 2025.
PASSED, APPROVED, AND ADOPTED this ________ day of ______________ 2024.
Page 835
Resolution No. 2024-XXX – Page 1 of 2
ATTACHMENT 20
RESOLUTION NO. 2024-XXX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO
CUCAMONGA, CALIFORNIA, CONFIRMING THE DIAGRAMS AND
THE ASSESSMENTS; APPROVING THE ANNUAL ENGINEER’S
REPORTS; AND ORDERING THE LEVY AND COLLECTION OF THE
ANNUAL ASSESSMENTS WITHIN STREET LIGHTING
MAINTENANCE DISTRICTS NOS. 1, 2, 3, 4, 5, 6, 7 AND 8, FOR
FISCAL YEAR 2024/25
WHEREAS, the City Council of the City of Rancho Cucamonga did on the 5th day of June 2024,
adopt its Resolution of Intention No. 2024-049 (the "Resolution of Intention") pursuant to the
Landscaping and Lighting Act of 1972, as amended (the "1972 Act"), declaring its intention to levy and
collect assessments within Street Lighting Maintenance Districts Nos. 1, 2, 3, 4, 5, 6, 7 and 8 (each a
"District" and collectively the "Districts") for Fiscal Year 2024/25 and giving notice of the time and place
for a public hearing by the City Council on the levy of the proposed assessments within the Districts; and
WHEREAS, the City Council previously received and preliminarily approved a report of the
Assessment Engineer (each an "Annual Engineer’s Report" and collectively the "Annual Engineer’s
Reports") for each District as required pursuant to Article 4 of Chapter 1 of the 1972 Act, Article XIIID of
the Constitution of the State of California (“Article XIIID”) and the Proposition 218 Omnibus
Implementation Act (Government Code Section 53750 and following) (the “Implementation Act”) (the
1972 Act, Article XIIID and the Implementation Act are referred to collectively as the “Assessment Law”);
and
WHEREAS, notice of such public hearing was duly and legally published in the time, form and
manner as required by the Assessment Law, shown by the affidavit of Publication of said Resolution of
Intention on file in the Office of the City Clerk; and
WHEREAS, said City Council having duly received and considered evidence, oral and
documentary, concerning the jurisdiction facts in this proceeding and concerning the necessity for the
contemplated work and the benefits to be derived therefrom and said City Council having now acquired
jurisdiction to order the proposed work.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA,
HEREBY RESOLVES, as follows:
SECTION 1. This City Council hereby finds and determines that:
A. Notice of the public hearing has been given and the proceedings for the consideration of the
levy of the annual assessments within each District have been undertaken in accordance with the 1972
Act; and
B. The annual assessments for Fiscal Year 2024/25 proposed to be levied within each District as
set forth in the applicable Annual Engineer's Report do not exceed the annual assessments as
previously authorized to be levied within such District, and therefore, the proposed levy of assessments
for Fiscal Year 2024/25 within such District are not deemed to be “increased” over the maximum
authorized annual assessments.
SECTION 2. The final assessments and diagrams for the proceedings, as contained in the
Annual Engineer’s Report for each of the Districts, is hereby approved and confirmed. The assessments
for the Districts contained in the Annual Engineer’s Reports for Fiscal Year 2024/25 are hereby levied
upon the respective lots or parcels in the Districts in the amounts as set forth in the applicable Annual
Page 836
Resolution No. 2024-XXX – Page 2 of 2
Engineer’s Report.
SECTION 3. This City Council hereby orders that the work, as set forth and described in the
Resolution of Intention, be done and made.
SECTION 4. The above-referenced diagram and assessment shall be filed in the Office of the
City Clerk. Said diagram and assessment, and the certified copy thereof, shall be open for public
inspection.
SECTION 5. The City Clerk is hereby ordered and directed to immediately file a certified copy of
the diagram and assessment with the County Auditor. Such filing shall be made no later than the 3rd
Monday in August 2024.
SECTION 6. After the filing of the diagram and assessment, the County Auditor shall enter on
the County assessment roll opposite each lot or parcel of land the amount assessed thereupon, as
shown in the assessment.
SECTION 7. The assessments shall be collected at the same time and in the same manner as
County taxes are collected, and all laws providing for the collection and enforcement of County taxes
shall apply to the collection and enforcement of the assessments.
SECTION 8. The assessments as above confirmed and levied for these proceedings will
provide revenue and relate to the fiscal year commencing July 1, 2024, and ending June 30, 2025.
PASSED, APPROVED, AND ADOPTED this ________ day of ____________ 2024.
Page 837
Resolution No. 2024-XXX – Page 1 of 2
ATTACHMENT 21
RESOLUTION NO. 2024-XXX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO
CUCAMONGA, CALIFORNIA, CONFIRMING THE DIAGRAM AND
ASSESSMENT; APPROVING THE ANNUAL ENGINEER’S REPORT;
AND ORDERING THE LEVY AND COLLECTION OF ASSESSMENTS
WITHIN PARK AND RECREATION IMPROVEMENT DISTRICT NO.
PD-85 FOR FISCAL YEAR 2024/25
WHEREAS, the City Council of the City of Rancho Cucamonga did on the 5th day of June 2024,
adopt its Resolution of Intention No. 2024-052 (the "Resolution of Intention") pursuant to the
Landscaping and Lighting Act of 1972, as amended (the "1972 Act"), declaring its intention to levy and
collect assessments within Park and Recreation Improvement District No. PD-85 (the “District”) for Fiscal
Year 2024/25 and giving notice of the time and place for a public hearing by the City Council on the levy
of the proposed assessments within the Districts; and
WHEREAS, the City Council previously received and preliminarily approved a report of the
Assessment Engineer as required by the 1972 Act; and
WHEREAS, notice of such public hearing was duly and legally published in the time, form and
manner as required by law, shown by the affidavit of Publication of said Resolution of Intention on file in
the Office of the City Clerk; and
WHEREAS, said City Council having duly received and considered evidence, oral and
documentary, concerning the jurisdiction facts in this proceeding and concerning the necessity for the
contemplated work and the benefits to be derived therefrom, and said City Council having now acquired
jurisdiction to order the proposed work.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA,
HEREBY RESOLVES, as follows:
SECTION 1: This City Council hereby finds and determines that notice of the public hearing has
been given and the proceedings for the consideration of the levy of the annual assessments within the
District have been undertaken in accordance with the 1972 Act.
SECTION 2: The final assessments and diagram for the proceedings, as contained in the final
Annual Engineer’s Report for the District, are hereby approved and confirmed. The assessments for the
District contained in the Annual Engineer’s Report for Fiscal Year 2024/25 are hereby confirmed and
levied upon the respective lots or parcels in the District in the amounts as set forth in applicable Annual
Engineer’s Report.
SECTION 3: This City Council finds and determines that the public interest and convenience
requires the levy and collection of assessments within the District for Fiscal Year 2024/25, and said City
Council hereby orders that the work, as set forth and described in said Resolution of Intention be done
and made.
SECTION 4: The above-referenced diagram and assessment shall be filed in the Office of the
City Clerk. Said diagram and assessment, and the certified copy thereof, shall be open for public
inspection.
SECTION 5: The City Clerk is hereby ordered and directed to immediately file a certified copy of
the diagram and assessment with the County Auditor. Said filing is to be made no later than the 3rd
Monday in August 2024.
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Resolution No. 2024-XXX – Page 2 of 2
SECTION 6: After the filing of the diagram and assessment, the County Auditor shall enter on
the County assessment roll opposite each lot or parcel of land the amount assessed thereupon, as
shown in the assessment.
SECTION 7: The assessments shall be collected at the same time and in the same manner as
County taxes are collected, and all laws providing for the collection and enforcement of County taxes
shall apply to the collection and enforcement of the assessments.
SECTION 8: The assessments as above confirmed and levied for these proceedings will
provide revenue and relate to the fiscal year commencing July 1, 2024, and ending June 30, 2025.
PASSED, APPROVED, AND ADOPTED this ________ day of _____________ 2024.
Page 839
DATE:July 17, 2024
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 Resolutions Making
Determinations Regarding the Proposed Annexation of Territory,
Annexation 88-24-1, Adoption of Resolution Calling a Special Election,
and Adoption of Resolution Declaring Results of a Special Election in
Community Facilities District No. 88-1. (RESOLUTION NO. FD 2024-020
AND RESOLUTION NO. FD 2024-021) (FIRE)
RECOMMENDATION:
Staff recommends that the Fire Board of the Rancho Cucamonga Fire Protection District:
1. Conduct a public hearing to receive protests, comments, and questions from the public on
Annexation 88-24-1.
2. Adopt Resolution No. FD 2024-020, a resolution calling a special election and authorizing
the submittal of levy of special taxes to the qualified electors.
3. Adopt Resolution No. FD 2024-021, a resolution declaring the results of the election in
Community Facilities District 88-1, Annexation 88-24-1 and ordering the annexation of
such property into the CFD 88-1.
BACKGROUND:
The City and Fire Protection District conditions property owners to annex such properties into the
existing Community Facilities District No. 88-1 to satisfy fire protection service mitigation impacts.
In May 2024, the Property Owners signed an Acknowledgement of Community Facilities District
Annexation and an Annexation Application Form to initiate the annexation of territory identified as
Annexation 88-24-1 (the “Territory”).
On June 5, 2024, 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
FD 2024-005 approving the annexation map proposed to be annexed in CFD 88-1 and Resolution
No. FD 2024-006 approving the intention to annex the Territory in the existing CFD 88-1. These
Resolutions, among other things, declared the intention of the Board of Directors to levy a special
tax within the Territory to finance fire protection and suppression services and set a public hearing
regarding the proposed annexation to be held on July 17, 2024.
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ANALYSIS:
In order to finalize the formal annexation proceedings, the Fire Board is being asked to adopt the
following resolutions.
Resolution No. FD 2024-020 (Attachment 1) will adopt the calling of a special election and
authorize the submittal of the levy of special taxes to the qualified electors of such territory. Exhibit
“A” of the Resolution illustrates the Territory proposed to be annexed. Exhibit “B” of the Resolution
provides a description of the services and facilities which will, in part, be financed through the levy
of the special tax on the Territory if annexed.
The annexation of the Territory into CFD 88-1 will satisfy the conditions of development relating
to mitigating impacts upon fire protection services. The Property Owner fully supports 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 Territory for each of the 90 days preceding
the public hearing pertaining to such annexation, the vote shall be by the landowners within the
Territory. Therefore, in the current circumstances, the election will be the Landowner’s vote, the
Landowner having one vote per acre or portion thereof of land within the Territory.
The Property Owner within the Territory has executed a “Consent and Waiver” of time frames
relating to the election. Exhibit “C” of the Resolution sets forth the rate and method of
apportionment of the special tax proposed to be levied within the Territory, which is consistent
with the special tax levied upon all territories currently within CFD 88-1.
At the special election to be held on July 17, 2024, the Landowner (s) will be entitled to cast their
ballot. The Board Secretary will then canvas the ballot if received. Following this resolution, the
Board will consider adopting the resolution declaring the election results and the annexation of
the Territory into CFD 88-1. If 2/3 of the votes are cast in favor of the special tax levy, 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 on July 2, 2024.
Resolution No. FD 2024-021 (Attachment 2) will adopt the resolution declaring the results of a
special election in Community Facilities District No. 88-1, Annexation 88-24-1, and ordering the
annexation of such property.
On July 17, 2024, the landowner(s) submitted their ballot to the Board Secretary. The Board
Secretary canvassed the ballot and completed the statement of votes. A copy of the Certificate of
Election Official and Statement of Votes Cast is shown in Exhibit “A”.
The Landowner(s) cast their vote unanimously in favor of the special tax levy in the Territory.
Adoption of this resolution constitutes the formal action of the Board declaring the results of the
election and the annexation of the Territory to Community Facilities District No. 88-1 and directs
the recordation of an amendment to the existing Notice of Special Tax Lien. By recordation of this
amendment, prospective purchasers of the property within the Territory will have notice of the
FISCAL IMPACT:
The special tax revenues that are collected from CFD No. 88-1 are used to pay for public facilities
and services in the District area. Costs related to administering the District are the responsibility
of the property owners within the District. Annexation of the Territory will ensure the Property
Owner covers the cost of increased demand for fire services resulting from new development
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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 Territory into CFD
88-1 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 2024-020, Calling for Special Election
Attachment 2 - Resolution No. FD 2024-021, Declaring the Results of Special Election
Page 842
Resolution No. FD 2024-XXX - Page 1 of 13
ATTACHMENT 1
RESOLUTION NO. FD 2024-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. 88-24-1)
TO AN EXISTING COMMUNITY FACILITIES DISTRICT (CFD 88-1) 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. 88-1 (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:
1. 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
Page 843
Resolution No. FD 2024-XXX - Page 2 of 13
impartial 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. 88-24-1 of Community Facilities District No. 88-1 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
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Resolution No. FD 2024-XXX - Page 3 of 13
accountability measures pertaining to the levy by the District of the special taxes within the Annexation
Area as described in Section 5 above:
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 17th of July 2024, 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. 88-1,
AUTHORIZATION FOR SPECIAL TAX LEVY
Shall Community Facilities District No. 88-1 of the Rancho Cucamonga Fire Protection
District be authorized to levy special taxes within the territory shown on “Annexation Map
No. 88-24-1 of Community Facilities District No. 88-1 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 2023-031 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.
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Resolution No. FD 2024-XXX - Page 4 of 13
B. Cause to be printed the requisite number of official ballots, tally sheets and other
necessary forms.
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 , 2024.
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Resolution No. FD 2024-XXX - Page 5 of 13
EXHIBIT “A”
COMMUNITY FACILITIES DISTRICT NO. 88-1
ANNEXATION MAP
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Resolution No. FD 2024-XXX - Page 6 of 13
COMMUNITY FACILITIES DISTRICT NO. 88-1
BOUNDARY MAP
Page 848
Resolution No. FD 2024-XXX - Page 7 of 13
EXHIBIT “B”
COMMUNITY FACILITIES DISTRICT NO. 88-1
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.
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Resolution No. FD 2024-XXX - Page 8 of 13
EXHIBIT “C”
FOOTHILL FIRE PROTECTION DISTRICT
COMMUNITY FACILITIES DISTRICT NO. 88-1
RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX
The rate and method of apportionment of the special tax authorized to be levied within Community
Facilities District No. 88-1 (the “CFD No. 88-1 Rate and Method”) as originally established for and as
applied to the taxable properties within such community facilities district is as follows:
“The Resolution of Intention refers to this Exhibit for an explanation of the rate and method of
apportionment of the Special Tax so as to allow each landowner or resident within the proposed
Community Facilities District to estimate the maximum annual amount that would be required for
payment for such landowner’s or resident’s property.
PROPERTY CATEGORIES
There are three categories of property subject to special taxation, which are identified as follows:
1. DEVELOPED PROPERTY All property identified as a single Tax Assessor’s parcel for which
property a building permit has been issued as of May 31 of any
year.
2. APPROVED PROPERTY All property which of as May 31 of any year is subject to an
approved Development Agreement with either the City of Rancho
Cucamonga or the County of San Bernardino, an approved
Annexation Agreement with the City of Rancho Cucamonga, or a
recorded Final Subdivision Map or Final Parcel Map, but for which
no building permit has been issued.
3. VACANT PROPERTY All other property, excluding property which, as of the date of the
election to authorize the levy of the Special Tax, is: (i) owned by
public entity; (ii) owned by a regulated public utility and being
utilized for transmission or distribution purposes; or (iii) zoned as
open space.
Page 850
Resolution No. FD 2024-XXX - Page 9 of 13
TAXING CLASSIFICATIONS AND
MAXIMUM SPECIAL TAX RATES
The taxing classifications for the above Property Categories and the maximum authorized Special Tax
rates for fiscal year 1988-1989 are as follows:
TAXING CLASSIFICATION MAXIMUM TAX RATE
1. DEVELOPED PROPERTY
A. Residential Class I
(More than 3,590 square feet of
dwelling unit living area) *
$292 per year
B. Residential Class II
(3,077 – 3,589 square feet of
dwelling unit living area) *
$225 per year
C. Residential Class III
(2,564 – 3,076 square feet of
dwelling unit living area) *
$180 per year
D. Residential Class IV
(2,308 – 2,563 square feet of
dwelling unit living area) *
$157 per year
E. Residential Class V
(2,051 – 2,307 square feet of
dwelling unit living area) *
$135 per year
F. Residential Class VI
(1,795 – 2,050 square feet of
dwelling unit living area) *
$124 per year
G. Residential Class VII
(less – 1,795 square feet of
dwelling unit living area) *
$112 per year
H. Commercial or Industrial Property
$449 per acre per year or $0.04
per SF or building area,
whichever is greater **
2. APPROVED PROPERTY $200 per lot or parcel
3. VACANT PROPERTY $10 per acre ***
Page 851
Resolution No. FD 2024-XXX - Page 10 of 13
* The square footage of dwelling unit living area shall mean the square footage of internal living space,
exclusive of garages and other structures not used as living space, as shown on the building permit(s)
issued for the dwelling unit.
** The square footage of a commercial or industrial building area shall mean the gross square
footage for the building as reflected in the building plans upon which any building permits for the
building were issued.
*** The acreage of a Vacant Property shall be the gross acreage exclusive of any acreage dedicated
or offered for dedication to a public agency.
ESCALATION OF MAXIMUM SPECIAL TAX RATES
The maximum annual Special Tax rates applicable to all Developed Property shall be subject to
escalation each July 1 commencing July 1, 1989, by the change factor calculated annually by the State
of California Department of Finance for the purpose of increasing appropriations limits of State and local
governments. In the event that the Department of Finance or its successor ceases to calculate the
annual change factor, such Special Tax rates shall be subject to annual escalation not to exceed the
increase in the Consumer Price Index as published by the Bureau of Labor Statistics for the Los Angeles
Primary Metropolitan Statistical Area for the preceding twelve (12) month reporting period.
The maximum Special Tax rates applicable to all Approved Property and Vacant Property shall not be
subject to escalation.
METHOD OF APPROTIONMENT OF SPECIAL TAX
The Special Tax shall be levied annually on all taxable property within one of the above identified
Property Categories so long as Special Tax revenues are necessary to pay authorized expenses of the
Community Facilities District, which may include, without limitation, payment of debt service on any
bonded indebtedness of the Community Facilities District; replenishment of any required reserve fund for
any such future public improvements, services or debt service; direct payment for public improvements;
or payment of the operational and maintenance expenses of providing fire suppression and protection
services to properties within the Community Facilities District.
The annual levy of the Special Taxes shall be apportioned as follows:
STEP 1: Fifty percent (50%) of the estimated ad valorem property tax revenue to be collected from
properties within the Community Facilities District in the subject fiscal year which are allocable
to the Foothill Fire Protection District shall be allocated to pay the estimated expenses of the
Community Facilities District for the subject fiscal year. The remainder of the estimated
expenses shall be referred to as the Net CFD Expenses.
STEP 2: That equal percentage of the maximum authorized Special Tax rate applicable to all
Developed Property Taxing Classifications necessary to generate Special Tax revenues
equal to the Net CFD Expenses shall be levied on all Developed Property.
STEP 3: If additional Special Tax revenues are still necessary to generate the Net CFD Expenses, that
percentage of the maximum authorized Special Tax rate applicable to all Approved Property
necessary to generate the additional Special Tax revenues to equal Net CFD Expenses shall
be levied on Approved Property.
Page 852
Resolution No. FD 2024-XXX - Page 11 of 13
STEP 4: If additional Special Tax revenues are still necessary to generate the Net CFD Expenses, that
percentage of all the maximum authorized Special Tax rate applicable to all Vacant Property
necessary to generate the additional Special Tax revenues to equal Net CFD Expenses shall
be levied on all Vacant Property.
STEP 5: If additional Special Tax revenues are still necessary to generate the Net CFD Expenses, the
Community Facilities District shall:
A. Compare (i) the Special Tax rate which would be levied on each Developed Property
pursuant to STEP 2 above with (ii) the product resulting from multiplying the square
footage of the Developed Property times the Base Maximum Special Tax. The Base
Maximum Special Tax means an amount equal to $0.0025 per square foot subject to
escalation at the same rate and at the same time applicable to the maximum Special
Tax rates for Developer Property.
B. If the product described in (ii) above exceeds the Special Tax rate described in (i) above
for any Developed Property, the Community Facilities District shall increase the Special
Tax rate levied on each such Developed Property in equal percentages up to the rate
not to exceed the product described in (ii) above necessary to generate the additional
Special Tax revenues to equal Net CFD Expenses.
Notwithstanding the foregoing, the minimum Special Tax which shall be levied on all taxable properties
within the Community Facilities District each Fiscal Year shall be:
DEVELOPED PROPERTY: $1.00 per dwelling unit for residential uses
$1.00 per acre for commercial/industrial uses
APPROVED PROPERTY: $1.00 per lot or parcel
VACANT PROPERTY: $1.00 per acre
The ad valorem property tax contribution identified in Step 1 shall be reduced in any Fiscal Year by the
amount by which the sum of such contribution and the minimum Special Taxes would exceed the
estimated expenses of the Community Facilities District for such Fiscal Year
* * *
The “Report” of the Special Tax Consultant, to be approved as a part of the record upon the conclusion
of the public hearing pertaining to the formation of the Community Facilities District, shall set forth
supplementary details pertaining to the Rate and Method of Apportionment of the Special Tax and shall
provide controlling guidance in the interpretation and implementation of this Rate and Method of
Apportionment.”
Page 853
Resolution No. FD 2024-XXX - Page 12 of 13
* * *
Application of the CFD No. 88-1 Rate and Method to Annexation No. 88-24-1
The maximum special tax authorized to be levied for Fiscal Year 2023/24 within that area
annexed to Community Facilities District No. 88-1, known and designated as Annexation No. 88-24-1 is
as follows:
MAXIMUM SPECIAL TAX RATES
FISCAL YEAR 2023/24
TAXING CLASSIFICATION MAXIMUM TAX RATE
1. DEVELOPED PROPERTY
A. Residential Class I
(More than 3,590 square feet of
dwelling unit living area)
$1,761.92 per year
B. Residential Class II
(3,077 – 3,589 square feet of
dwelling unit living area)
$1,351.03 per year
C. Residential Class III
(2,564 – 3,076 square feet of
dwelling unit living area)
$1,078.14 per year
D. Residential Class IV
(2,308 – 2,563 square feet of
dwelling unit living area)
$944.98 per year
E. Residential Class V
(2,051 – 2,307 square feet of
dwelling unit living area)
$808.67 per year
F. Residential Class VI
(1,795 – 2,050 square feet of
dwelling unit living area)
$746.92 per year
G. Residential Class VII
(less – 1,795 square feet of
dwelling unit living area)
$674.49 per year
H. Commercial or Industrial Property
$2,711.83 per acre per year or
$0.21922 per square foot or
building, whichever is greater
2. APPROVED PROPERTY $200 per lot or parcel
3. VACANT PROPERTY $10 per acre
The maximum special tax rates set forth above are subject to escalation pursuant to CFD No. 88-1
Rate and Method commencing July 1, 1989.
Page 854
Resolution No. FD 2024-XXX - Page 13 of 13
Page 855
Resolution No. FD 2024-XXX Page 1 of 3
ATTACHMENT 2
RESOLUTION NO. FD 2024-XXX
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE RANCHO
CUCAMONGA FIRE PROTECTION DISTRICT, RANCHO CUCAMONGA,
CALIFORNIA, ACTING AS THE LEGISLATIVE BODY OF COMMUNITY
FACILTIES DISTRICT NO. 88-1, DECLARING THE RESULTS OF A
SPECIAL ELECTION IN COMMUNITY FACILITIES DISTRICT NO. 88-1,
ANNEXATION NO. 88-24-1 AND ORDERING THE ANNEXATION OF
SUCH PROPERTY TO COMMUNITY FACILITIES DISTRICT NO. 88-1
WHEREAS, the Board of Directors (the "Board of Directors") of the Rancho Cucamonga Fire
Protection District, 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
existing Community Facilities District has been designated as Community Facilities District No. 88-1 (the
“District”); and,
WHEREAS, the area proposed to be annexed is known and designated as Community Facilities
District No. 88-1, Annexation No. 88-24-1 ("Annexation Territory”), and,
WHEREAS, the Board of Directors called for and ordered an election to be held to submit to the
qualified voters of the Annexation Territory a proposition to levy a special tax in the Annexation Territory;
and,
WHEREAS, at this time said election has been held and the measure voted upon did receive the
favorable two-thirds (2/3) vote of the qualified voters, and the Board desires to declare the favorable
results of the election and to order the annexation of the Annexation Territory to the District.
NOW, THEREFORE, the Board of Directors of the Rancho Cucamonga Fire Protection District
does hereby resolve as follows:
1. The above recitals are all true and correct.
2. The Board of Directors hereby receives and approves the CERTIFICATE OF ELECTION
OFFICIAL AND STATEMENT OF VOTES CAST, as submitted by the Election Official, said Statement
setting forth the number of votes cast in the election, the measure voted upon, and the number of votes
given for and/or against the measure voted upon. A copy of said Certificate and Statement is attached
hereto marked Exhibit "A", referenced and so incorporated.
3. The Secretary is hereby directed to enter in the minutes of this meeting the results of the election
and the STATEMENT OF VOTES CAST.
4. The Board of Directors hereby orders the annexation of the Annexation Territory to the District
and further determines that the Board is now authorized to levy the special taxes within the Annexation
Territory as approved and authorized by the qualified electors of the Annexation Territory.
5. Immediately upon adoption of this Resolution, the AMENDMENT TO THE NOTICE OF SPECIAL
TAX LIEN (NOTICE OF ANNEXATION) shall be recorded in the Office of the County Recorder.
Page 856
Resolution No. FD 2024-xxx - Page 2 of 3
PASSED, APPROVED AND ADOPTED this ______ day of _____________, 2024.
Page 857
Resolution No. FD 2024-xxx - Page 3 of 3
EXHIBIT “A”
CERTIFICATE OF ELECTION OFFICIAL
AND STATEMENT OF VOTES CAST
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO )SS
RANCHO CUCAMONGA FIRE PROTECTION DISTRICT )
THE UNDERSIGNED, AS ELECTION OFFICIAL OF THE RANCHO CUCAMONGA FIRE
PROTECTION DISTRICT, COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA, DO
HEREBY CERTIFY that pursuant to the provisions of Section 53326 of the Government Code
and the Elections Code of the State of California, I did canvass the returns of the votes cast at
the:
RANCHO CUCAMONGA FIRE PROTECTION DISTRICT
COMMUNITY FACILITIES DISTRICT NO. 88-1
ANNEXATION NO. 88-24-1
SPECIAL ELECTION
In said Fire Protection District held on July 17, 2024.
I FURTHER CERTIFY that this Statement of Votes Cast shows the whole number of votes cast
in said District, and the whole number of votes cast for the Measure in said District, and the
totals of the respective columns and the totals as shown for the Measure are full, true and
correct.
I. TOTAL NUMBER OF VOTES CAST:
II. TOTAL NUMBER OF VOTES FOR FOR
AND AGAINST PROPOSITION A
AGAINST
WITNESS my hand and official Seal this _____ day of ______________, 2024.
Election Official
Rancho Cucamonga Fire Protection District
State of California
Page 858
DATE:July 17, 2024
TO:Mayor and Members of the City Council
FROM:John R. Gillison, City Manager
INITIATED BY:Matt Burris, AICP, LEED AP, Deputy City Manager – Community &
Economic Development
Matt Marquez, Planning & Economic Development Director
SUBJECT:Presentation from Empire Economics Inc. on the City’s Annual
Employment and Housing Trends Study and Analysis of the Economic
Impacts of Brightline West High-Speed Rail and Potential for Nearby
Development Opportunities. This Item is Not a Project as Defined by the
California Environmental Quality Act (CEQA) and is Therefore Exempt
from CEQA Review. (CITY)
RECOMMENDATION:
Staff recommends that the City Council receive a presentation from Dr. Joe Janczyk of Empire
Economics Inc. on the City’s Annual Employment and Housing Trends Study and Analysis of the
Economic Impacts of Brightline West High-Speed Rail and Potential for Nearby Development
Opportunities.
BACKGROUND:
Over the years the City has worked with Empire Economics to develop an annual forecast of
Rancho Cucamonga’s economic and housing growth and conditions. Additionally, different
supplemental analyses are prepared on an as needed basis. Factors impacting the City’s
economy and housing market change regularly, and there is a need to understand the reasons
behind these changes and the impacts they have on the community.
On February 15, 2023, the City Council approved a professional services agreement with Empire
Economics for the main purpose of continuing to prepare these annual studies. The agreement
approved by Council covers a three-year period. This year, Empire was tasked with not only
producing an Employment and Housing Trends Study, but also an analysis of Economic
Impacts of Brightline West High-Speed Rail and Potential for Nearby Development
Opportunities. The Empire team has completed their work and will now be presenting their
findings to the City Council.
ANALYSIS:
As the City continues to grow and evolve, understanding changes to its economy and housing
market remain key for future planning efforts. Listed below are the information categories covered
in this year’s Employment and Housing Trends Study, along with key information or findings
for each category:
Page 859
1. Overview of the Federal Reserve Board’s (FRB) Inflation Policy: The study’s
forecasting is based on the impacts of the FRB goal for inflation of 2%. Near term
restrictive policies will/have resulted in significantly higher mortgage rates as well as
slightly higher unemployment rates. Additionally, stabilization policies once desired
inflation rate is attained will result in lower financial interest rates. Therefore, although the
short-term impacts of federal policies will adversely impact employment as well as the
housing market, the eventual result will generally be lower interest rates that will allow for
the economy and housing market to recover.
2. Expected Impacts on the Economy/Employment: The City’s economy has recovered
from the impacts of the Covid 19 pandemic. Certain sectors performed better than others
as the economy has evolved and reshaped itself. Among the relatively strong sectors,
administrative and support services is performing at a much higher rate than pre-Covid 19
conditions. The Administrative and Support services category now makes up
approximately 38% of the jobs in the City. Alternatively, the manufacturing sector has
been weaker than pre-Covid 19 levels. Policies at the federal level will continue to impact
the City’s economy over the next several years and cause even more restructuring. It is
anticipated that the real estate and finance sectors will be impacted due higher mortgage
and interest rates overall. Additionally, employment growth was roughly 4,100 in 2021
and 5,200 in 2022, which was a new peak level. In 2023, employment was estimated to
have increased by 500 jobs, a more moderate growth rate. It is anticipated that future
employment growth between 2024 and 2030 will rise gradually by 1,800 jobs a year on
average.
3. Expected Impacts on the Housing Market: Near term policies at the Federal level have
significantly increased mortgage rates and this recent surge has significantly increased
mortgage payments. For example, with a 30-year fixed rate for a mortgage loan of
$800,000:
•For a 2.9% mortgage rate, the mortgage interest on the loan would be about
$400,000.
•For a mortgage rate of 7.7% (recent peak level), mortgage interest on the loan
exceeds $1,200,000.
While homeowners have recently purchased or refinanced their mortgage loans at
historically low rates, they have become reluctant to purchase another home with a much
higher new mortgage rate. Many who are trying to purchase new homes will likely have
a much higher mortgage rate than their existing homes and will also need to find a buyer
for their current home who will be able to afford a higher mortgage rate. Eventually, when
inflation lowers, mortgage rates will decline, and a more normal housing market should
return.
4. Market Conditions for Apartment Units: The housing stock in Rancho Cucamonga has
recently undergone a significant shift from primarily for-sale homes to multi-family
apartment rentals. Apartment rents surged in 2021 by 20%, but have since moderated to
a rate of about 4%. Average rents in the City are now around $2,700/month which is
approximately $300 more than San Bernardino County. The new active and forthcoming
apartments have a sufficient supply to support absorption of about 500 units annually
during the foreseeable future.
Page 860
5. Current State of Warehouse/Distribution Market in Rancho Cucamonga: The current
vacancy rate is roughly 3.5% for the City and 4.87% for the Inland Empire. A year ago,
the City’s vacancy rate was at 1.6%. The current lease rate amounts to $1.75 per square
foot in the City, which is approximately $0.30 higher than the rest of the Inland Empire.
As discussed earlier in this report, in previous years the City has asked Empire Economics to
conduct additional or supplemental analysis of other items impacting the local economy. This
year, staff requested they prepare an analysis of the Brightline West High Speed Rail
Economic Impacts and Potential Nearby Development Opportunities.
Based on extensive international research, it was determined that High Speed Rail (HSR) can
and will likely promote extensive two-way tourism. It is estimated that annually 560,000 riders
from Las Vegas will utilize Brightline West (BLW) to visit Southern California. Of these, 60,000
may decide to use accommodations near Cucamonga Station as a launching point for tourism
activities in Southern California. Service and offerings at Cucamonga Station need to be carefully
orchestrated to capture the benefits of the Brightline West service, as being a node or gateway to
Southern California will be crucial to attracting Las Vegas residents.
Brightline is gaining valuable experience from the service they provide in Florida. There are
opportunities in Rancho Cucamonga to entice passengers to ride the train while providing some
essential amenities like restaurants, micro-stores, art exhibits, live music, coffee shops and more.
Tourism facilities could also be developed, along with an enhanced transit accessibility, while the
demand for new hotel accommodations is expected to increase with the roughly 6 million
passengers that are expected to travel on Brightline West annually.
BLW is expected to have several direct impacts on employment. Approximately 1,900
construction jobs will be created starting in Mid/Late-2024 and continuing through the latter part
of 2028. For operations purposes, 275 jobs would be created, mostly in administrative and
support services. Following a decline in 2020, employment in the City increased by 4,100 jobs in
2021 and by 6,800 in 2022 to exceed pre-Covid levels. In 2023, employment is estimated to have
increased by roughly 500 jobs, representing a moderate growth rate. With the BLW project,
employment in the City is expected to rise by 13,000 from 2023 to 2028.
Empire Economics identified eleven international high speed rail projects that are recreation
oriented. Of these, six were regarded as being the most comparable to BLW. These include
stations along the TGV line in France with Disneyland Paris being a major destination, the
Shinkansen line in Japan where the Mount Fuji area is a major destination, as well as others in
London, Madrid, Rome, and China. There are roughly 10 million tourists traveling annually
between the TGV Paris Station and the station for Disneyland Paris. Disneyland Paris funded
one-third of the $126.5 million euros needed to build the station and they acknowledge that at
least 60% of their guests use high speed rail. Additionally, when comparing the estimated
ridership of 6 million for BLW to other major domestic rail stations, Cucamonga Station would rank
third in total ridership behind New York’s Penn Station (8 million) and Washington Union Station
(3.3 million).
An algorithm was formulated to estimate the number of visitors that would utilize BLW and stay
overnight in the City. As stated earlier in this report, over 60,000 people are estimated to travel
from Las Vegas and stay overnight in Rancho Cucamonga. Based on this number the City
envisions the demand for two to three new hotels as well as these visitors supporting local
restaurants and retail locations in the vicinity of Cucamonga Station and throughout the City.
Findings from a study on how property values were impacted by Brightline service in Florida were
Page 861
published in July of 2023. For each of the stations in Florida, changes in property values were
analyzed before, as well as after public announcement of future train service, beginning of
construction on rail lines, and opening of the stations. The overall results reflected an approximate
9% premium for property values that were located closest to each of the stations.
In conclusion, BLW is expected to begin operations with as many as 6 million passengers between
Cucamonga Station and Las Vegas annually. Roughly 60,000 visitors from Las Vegas are
expected to utilize BLW for access to tourism activities in Southern California. The City has a
sizeable opportunity to capitalize on this increase in visitors and develop new hospitality uses and
amenities. Property values around Cucamonga Station are expected to increase with the
implementation of the BLW project and new jobs will also be created as a result of the project.
Cucamonga Station will service more riders than many other major rail stations in the Country
making it a major draw for the City and the region.
FISCAL IMPACT:
There is no fiscal impact associated with this presentation to the City Council. The cost for the
annual forecast and supplemental analysis was budgeted for in Fiscal Year 2023-2024.
COUNCIL MISSION / VISION / GOAL(S) ADDRESSED:
This item addresses the City Council’s Core Values of “Intentionally embracing and anticipating
the future”, and “Equitable prosperity for all” by ensuring that Rancho Cucamonga’s vibrant
economy ensures prosperity and opportunities now and in the future.
ATTACHMENTS (2):
Attachment 1 – Employment and Housing Trends Study
Attachment 2 – Employment and Housing Trends Study - Addendum
Attachment 3 – Brightline West Hight Speed Rail Economic Impacts and Potential Nearby
Development Opportunities
Page 862
CITY OF RANCHO CUCAMONGA
ANNUAL ECONOMIC AND HOUSING STUDY
*** DRAFT ***
UNIQUE ABERRATIONS FROM
FEDERAL RESERVE’S GOAL OF 2% INFLATION
STRONG EMPLOYMENT GROWTH BUT LOWER INFLATION
HIGHER MORTGAGE RATES BUT HOUSING APPRECIATION
NEW FOR-SALE HOMES MINIMAL BUT NEW APARTMENTS ROBUST
WAREHOUSE/DISTRIBUTION SOFTENING BUT STRONG IN CITY
PREPARED BY
EMPIRE ECONOMICS, INC.
JOSEPH T. JANCZYK, PH.D.
FEBRUARY 20, 2024
(REVISED: JUNE 20, 2024; NEW RESIDENTIAL AND APARTMENT PROJECTS)
1
Attachment 1
Page 863
EXECUTIVE SUMMARY - PAGE 1
OVERVIEW
EMPIRE ECONOMICS (EMPIRE) ANNUAL STUDY PROVIDES A FORECAST OF RANCHO CUCAMONGA’S (RC) EMPLOYMENT AND HOUSING CONDITIONS, WHICH
INCORPORATES THE IMPACTS OF THE FEDERAL RESERVE BOARD (FRB/FED) GOAL OF ATTAINING A 2.0% INFLATION RATE.
EMPIRE COMPILED PRIMARY DATA SPECIFICALLY FOR RANCHO CUCAMONGA WHICH INCLUDES EMPLOYMENT BY FIRMS IN THE CITY, NEW APARTMENT
PROJECTS AND NEW WAREHOUSE/DISTRIBUTION FACILITIES.
FEDERAL RESERVE BOARD POLICIES
THE FRB TARGET OF 2.0% INFLATION UTILIZES THE CORE PERSONAL CONSUMPTION EXPENDITURE PRICE INDEX (PCE-PI)
THIS REACHED A PEAK LEVEL OF 7.1% IN JUNE 2022, AND HAS DECLINED TO 2.6% IN DECEMBER 2023.
ALTHOUGH FINANCIAL MARKETS ARE EXPECTING THE FED TO CUT RATES, THE FED PERSPECTIVE AS OF JANUARY 31, 2024 IS CAUTIONARY:
“THE COMMITTEE DOES NOT EXPECT IT WILL BE APPROPRIATE TO REDUCE THE TARGET RANGE
UNTIL IT HAS GAINED GREATER CONFIDENCE THAT INFLATION IS MOVING SUSTAINABLY TOWARD 2 PERCENT”
EMPLOYMENT: RECENT TRENDS AND FORECASTS
THE CITY’S AGGREGATE LEVEL OF EMPLOYMENT IS ALMOST +10% ABOVE ITS PRE-COVID LEVELS AND ITS UNEMPLOYMENT RATE IS ONLY 3.7%.
ABOUT 38% OF JOBS ARE IN ADMINISTRATIVE/SUPPORT SERVICE , GOVERNMENT AND RESTAURANT/HOTELS.
COMPARING 2023-EST. TO. 2019: THE STRONGEST SECTOR WAS ADMINISTRATIVE/SUPPORT +1,443 WHILE THE WEAKEST WAS MANUFACTURING -1,320.
AVERAGE SALARY LEVELS OVER THE PAST YEAR ROSE MOST FOR TRANSPORTATION/WAREHOUSE (+13%) AND MANAGEMENT SERVICES (+12%) .
EMPLOYMENT IS FORECASTED TO RISE MODERATELY DURING 2024-2030 BY ~1,830 JOBS/ YR./AVG. FROM 79,413 IN 2023 TO ABOUT 92,216 IN 2030.
THE PRIMARY DRIVERS ARE THE ADMINISTRATIVE AND SUPPORT SERVICES AS WELL AS TRANSPORTATION AND WAREHOUSING (2,800 NEW JOBS)
COMPARING EMPLOYMENT DATA FROM FIRMS AND HOUSEHOLDS, ABOUT A NET OF 18.5% OF THE CITY’S RESIDENTS COMMUTE TO JOBS ELSEWHERE
2
Page 864
EXECUTIVE SUMMARY – PAGE 2
FED POLICIES CAUSED SIGNIFICANT FLUCTUATION IN MORTGAGE RATES
FED POLICIES TO STIMULATE THE COVID-19 ECONOMY REDUCED MORTGAGE RATES TO 2.8% IN DEC. 2020 AND REMAINED AT/BELOW 3.2% TO DEC. 2021.
THEN, DUE TO FED POLICIES TO REDUCE INFLATION, MORTGAGE RATES ROSE TO A PEAK LEVEL OF 7.7% IN OCTOBER 2023, BUT RECENTLY FELL TO 6.7%.
THE MAJORITY OF HOMEOWNERS PURCHASED/REFINANCED THEIR MORTGAGE LOANS AT HISTORICALLY LOW RATES DURING MID-2020 TO LATTER 2021.
MORTGAGE RATE FLUCTUATIONS CREATED SUBSTANTIAL IMPACTS ON THE HOUSING MARKET
CHANGES IN ANNUAL HOUSING PAYMENTS (MORTGAGE PRINCIPAL, INTEREST RATES AND PROPERTY TAXES) DEMONSTRATE THESE IMPACTS.
2019-2021: LOWER RATES OFFSET HOUSING APPRECIATION, PAYMENTS OF $40,000/YR.
2022-23: HIGHER PRICES AND HIGHER MORTGAGE RATES DROVE PAYMENTS HIGHER WITH PEAK PAYMENTS OF $60,000/YR.
MOST HOMEOWNERS PURCHASED/REFINANCED MORTGAGE LOANS AT HISTORICALLY LOW RATES ARE STAYING IN THEIR HOMES
THEY ARE RELUCTANT TO MOVE SINCE THEIR NEW MORTGAGES WOULD HAVE A SIGNIFICANTLY HIGHER INTEREST RATE.
AN ESTIMATED 68% OF HOMEOWNERS HAVE RATES AT/BELOW 4.0%, SIGNIFICANTLY LESS THAN THE CURRENT RATE OF 6.7%.
THE MARKET FOR EXISTING HOMES IS EXPERIENCING EXCESS DEMAND THAT IS DRIVING HOME PRICES HIGHER.
THE LEVEL OF DEMAND HAS BEEN REDUCED SOMEWHAT DUE TO HIGH MORTGAGE RATES BUT THE LEVEL OF SUPPLY HAS BEEN REDUCED EVEN MORESO.
FOR RC, DURING JANUARY 2015 TO DECEMBER 2021, SALES OF DETACHED HOMES AMOUNTED TO ABOUT 120-140 PER MONTH,
BUT SINCE JANUARY 2022 SALES DECLINED TO 75/MO., A DECLINE OF ALMOST 50%.
AS THE FED CUTS RATE AND MORTGAGE RATES WILL DECLINE, HOMEOWNERS WILL START TO SELL THEIR HOMES AND PURCHASE OTHER HOMES.
FOR ANNUAL PAYMENTS TO RETURN TO 2019-2021 LEVELS BY DECEMBER 2025, PRICES NEED TO DECLINE BY -11% AND MORTGAGES RATES DECLINE TO 4.5%.
NEW HOME SALES PEAKED IN 2021 AND PROJECTS CLOSED OUT IN EARLY 2022; THERE ARE CURRENTLY NO NEW HOME PROJECTS ON THE MARKET.
3
Page 865
EXECUTIVE SUMMARY – PAGE 3
MARKET CONDITIONS FOR APARTMENTS AND NEW APARTMENT PROJECTS
RC’S EXISTING APARTMENT MARKET RENTS INCREASED FROM $1,727 IN 2015 TO $2,707 RECENTLY, + 57%; SOME 5.1% ANNUALLY.
SINCE APRIL 2023, EXISTING APARTMENTS RENTS INCREASED ONLY SOME 2 TO 3% ANNUALIZED.
FOR A PROJECT OFFERING NEW APARTMENTS, RENTS DECLINED BY SOME -8.8% DURING THE PAST YEAR.
THE CHARACTERISTICS OF RC’S TEN APARTMENT PROJECTS WITH 3,580 PLANNED UNITS ARE AS FOLLOWS:
CURRENTLY ACTIVE: 3 PROJECTS WITH 1,191 PLANNED UNITS OF WHICH 528 HAVE BEEN LEASED
UNDER CONSTRUCTION: 4 PROJECTS WITH 1,186 UNITS
FUTURE - STILL IN THE PLANNING PROCESS: 3 PROJECTS WITH 1,203 UNITS
THE LIVING AREAS RANGE FROM 938 SQ.FT/AVG. FOR WESTBURY TO A HIGH OF 1,082 SQ.FT../AVG. FOR THE HOMECOMING.
RENTS RANGE FROM $2,819/AVG. PER MONTH FOR WESTBURY TO $3,161/AVG. PER MONTH FOR HOMECOMING.
FOR ALL OF THE NEW APARTMENT PROJECTS, RENTS INCREASE AS THE SIZE OF LIVING AREA INCREASES.
FURTHERMORE, FOR UNITS WITH SIMILAR SIZES OF LIVING AREA, THE RENTS AMONG THE VARIOUS PROJECTS TEND TO BE GENERALLY SIMILAR.
THE REMAINING 3,052 UNITS ARE EXPECTED TO BE LEASED DURING 2024 TO 2029+, BASED UPON A SUSTAINABLE TARGETED LEASE-UP OF 500/YR./AVG.
SHOULD EXCESS UNITS ENTER THE MARKETPLACE, RENTS WOULD NEED TO BE LOWERED TO MAINTAIN ABSORPTION.
MARKET CONDITIONS FOR WAREHOUSE/DISTRIBUTION FACILITIES
FOR RC, THE CURRENT VACANCY RATE AMOUNTS TO 3.5%, SOMEWHAT HIGHER THAN THE YEAR AGO RATE OF 1.6%.
THE CURRENT ASKING LEASE RATE AMOUNTS TO $1.75/SQ.FT WHILE A YEAR AGO RC WAS $1.50/SQ.FT.
THIS CAN BE ATTRIBUTED TO THE NEW BUILDINGS THAT HAVE SOME 2.6 MILLION SQ.FT.
12434- 4TH STREET BUILDINGS WITH 2,000,000 SQ.FT. RECENTLY LEASED!
THE NAPA/ETIWANDA WITH 651,000 SQ.FT. HAS BEEN BUILT AND IS BEING LEASED.
4
Page 866
TABLE OF CONTENTS
PREVIEW: KEY QUESTIONS FOR RANCHO CUCAMONGA……….………..............................................6
EMPIRICAL FOUNDATION: DATA COMPILED SPECIFICALLY FOR RANCHO CUCAMONGA.......7
I. OVERVIEW OF THE FEDERAL RESERVE BOARD (FRB) GOAL OF 2% INFLATION…………........8
II. EXPECTED IMPACTS ON THE ECONOMY/EMPLOYMENT………………………………………….12
III. EXPECTED IMPACTS ON THE HOUSING MARKET……………………………………………….….21
IV. MARKET CONDITIONS FOR APARTMENT UNITS……………………………………………….......33
V. CURRENT STATE OF WAREHOUSE/DISTRIBUTION MARKET IN RANCHO CUCAMONGA…...44
CREDENTIAL/QUALIFICATIONS OF EMPIRE ECONOMICS…………….……………….……….……..46
5
Page 867
PREVIEW: KEY QUESTIONS FOR RANCHO CUCAMONGA
FEDERAL RESERVE GOALS AND STRONG ECONOMIC GROWTH:
•HOW MUCH LONGER WILL IT TAKE THE FEDERAL RESERVE BOARD TO ATTAIN ITS GOAL OF 2% INFLATION?
•WILL RECENT STRONG EMPLOYMENT GROWTH KEEP INFLATION HIGHER THAN THE 2% GOAL?
•WHEN WILL THE FEDERAL RESERVE BOARD START TO REDUCE INTEREST RATES?
HOUSING PAYMENT, INVENTORY AND PRICE OUTLOOK:
•HOW HAVE ANNUAL HOUSING PAYMENTS FOR NEW HOMEOWNERS CHANGED SINCE 2018?
•HOW IS HOUSING INVENTORY IMPACTED BY EXISTING HOMEOWNERS NOT MOVING DUE TO HIGHER INTEREST RATES?
•HOW MUCH MIGHT PRICES / MORTGAGE RATES NEED TO DECLINE FOR THE MARKET TO RETURN TO NORMAL BY END OF 2025?
LOCAL HOUSING TYPE SHIFT AND ABSORPTION:
•THE HOUSING MARKET HAS SHIFTED FROM NEW FOR-SALE PROJECTS TO NEW MULTIFAMILY APARTMENT RENTALS
• HOW LONG WILL IT TAKE THE FORTHCOMING NEW APARTMENT UNITS TO BE ABSORBED IN THE MARKETPLACE?
WAREHOUSE/DISTRIBUTION FACILITIES: RECENT MARKET CONDITIONS AND NEW ABSORPTION:
WHY IS RANCHO CUCAMONGA EXPERIENCING STRONG ABSORPTION, DESPITE THE OVERALL MARKET MODERATING?
6
Page 868
EMPIRICAL FOUNDATION: SPECIFIC DATA FOR RANCHO CUCAMONGA
*PRIMARY DATA COMPILED BY EMPIRE ECONOMICS SPECIFICALLY FOR THE CITY*
EMPLOYMENT AND PAYROLL DATA SPECIFICALLY FOR THE CITY
EMPLOYMENT BY FIRMS LOCATED IN THE CITY – INCLUDES CITY HOUSEHOLDS AND THOSE COMMUTING INTO THE CITY
EMPLOYMENT FOR HOUSEHOLDS RESIDING IN THE CITY – EITHER FOR FIRMS IN THE CITY OR ELSEWHERE
TOTAL EMPLOYMENT, RECENT TRENDS AND PATTERNS
FOR EACH ECONOMIC SECTOR, PAYROLL LEVELS AND RECENT EMPLOYMENT CHANGES
MARKET SURVEYS OF APARTMENT PROJECTS IN THE CITY
ACTIVE-LEASING, UNDER CONSTRUCTION, GRADING AND PLANNING DEPARTMENT – APPROVAL STATUS
FOR ACTIVE-LEASING, RENT LEVELS AND LEASING STATUS
SITE VISITS FOR WAREHOUSE/DISTRIBUTION PROJECTS
CURRENT DEVELOPMENT CONDITION OF THE PROPERTIES
STATUS OF DEVELOPMENT APPROVALS – CITY PLANNING DEPARTMENT
7
Page 869
I. OVERVIEW OF THE FEDERAL RESERVE BOARD (FRB) GOAL OF 2% INFLATION
EMPIRE ECONOMICS (EMPIRE) ANNUAL ECONOMIC AND HOUSING MARKET STUDY FOR FORECASTING RANCHO CUCAMONGA’S
EMPLOYMENT AND HOUSING IS BASED UPON THE IMPACTS OF THE FEDERAL RESERVE BOARD (FRB/FED) GOAL OF 2% INFLATION.
TO IDENTIFY AND QUANTIFY THE IMPACTS OF THE FED’S POLICIES, EMPIRE COMPILED PRIMARY DATA SPECIFICALLY FOR RANCHO
CUCAMONGA (RC) WHICH INCLUDES EMPLOYMENT BY SECTOR AS WELL AS THE MARKETS FOR NEW APARTMENTS AND NEW
WAREHOUSE/DISTRIBUTION FACILITIES.
EMPIRE FORMULATED A MACROECONOMIC MODEL SPECIFICALLY FOR RANCHO CUCAMONGA TO FORECAST THE EMPLOYMENT-
HOUSING IMPACTS FROM THE FED’S POLICY OF ATTAINING/APPROACHING A 2% INFLATION RATE
NEAR-TERM FED RESTRICTIVE POLICIES HAVE/WILL RESULT IN SIGNIFICANTLY HIGHER MORTGAGE/FINANCIAL RATES
AS WELL AS A SLIGHTLY HIGHER UNEMPLOYMENT RATE.
INTERMEDIATE-TERM FED STABILIZATION POLICIES ONCE THE 2% INFLATION RATE IS ATTAINED/APPROACHED
WILL RESULT IN LOWER FINANCIAL INTEREST RATES.
JANUARY 31, 2024 THE FED’S OPEN MARKET COMMITTEE STATEMENT:
“THE COMMITTEE DOES NOT EXPECT IT WILL BE APPROPRIATE TO REDUCE THE TARGET RANGE
UNTIL IT HAS GAINED GREATER CONFIDENCE THAT INFLATION IS MOVING SUSTAINABLY TOWARD 2 PERCENT”
THEREFORE, ALTHOUGH THE SHORT RUN IMPACTS OF THE FED POLICY HAVE SOME ADVERSE EMPLOYMENT IMPACTS AS WELL AS
SIGNIFICANT IMPACTS ON THE HOUSING MARKET, THE EVENTUAL RETURN TO AN INFLATION RATE OF 2% WILL RESULT IN
GENERALLY LOWER INTEREST RATES THAT WILL ENABLE THE ECONOMY AND HOUSING MARKET TO RECOVER.
8
Page 870
•CONSUMER PRICE INDEX (CPI) MEASURES THE CHANGE IN THE PRICE OF A FIXED BASKET OF GOODS AND SERVICES
DECLINED FROM A PEAK OF 9.1% IN JUNE 2022 TO 3.4% IN DECEMBER 2023.
•THE FRB TARGET OF 2.0% INFLATION UTILIZES THE CORE PERSONAL CONSUMPTION EXPENDITURE PRICE INDEX (PCE-PI)
WHICH CAPTURES A CHANGING BASKET OF GOODS AND SERVICES, REFLECTING CONSUMER BEHAVIOR TO PRICE CHANGES.
DECLINED FROM A PEAK OF 7.1% IN JUNE 2022 TO 2.6% IN DECEMBER 2023.
RECENT TRENDS/PATTERNS FOR INFLATION RATES
1.9%
5.3%
7.5%
8.5%
9.1%
8.2%
7.1%
6.4%
5.0%
4.0%
3.0%
3.7%3.2%3.4%
2.1%
4.7%
6.1%
6.8%7.1%
6.6%
5.9%5.5%
4.4%
4.0%3.2%
3.4%2.9%2.6%
0%
1%
2%
3%
4%
5%
6%
7%
8%
9%
10%
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COMPARISON OF INFLATION RATES
INFLATION IS LOWER THAN ITS JUNE PEAK
AND IS NEARING IT'S 2% TARGET
CPI - INFLATION RATE (MOST FAMILIAR)PCE-PI INFLATION RATE (FED)9
Page 871
CURRENT FRB MONETARY POLICIES EXPECTED TO REDUCE
CORE INFLATION TO THE 2% GOAL BY 2026
SOURCE: FEDERAL OPEN MARKET COMMITTEE,
ECONOMIC PROJECTIONS, DECEMBER 13, 2023
TABLE 1 MEDIAN
2.1%
4.1%
4.7%
5.9%
6.8%
7.1%
6.6%
5.5%
4.0%
3.2%3.4%
2.6%2.4%2.2%2.0%
0%
1%
2%
3%
4%
5%
6%
7%
8%
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INFLATION -PERSONAL CONSUMPTION EXPENDITURE PRICE INDEX
AND CORE PCE FED FORECAST
DECLINED BUT STILL HIGHER THAN THE FED'S TARGET OF 2.0%
PCE-PI INFLATION RATE (FED)FED FORECAST PROBABLE - CORE PCE INFLATION
RECENT
TRENDS
MAY
POSSIBLY
RESULT
IN 2.0%
SOONER
10
Page 872
FEDERAL FUNDS RATE IS CURRENTLY ABOUT 5.3%
UNEMPLOYMENT RATE EXPECTED TO PEAK AT ABOUT 4.1% DURING 2024– 2026
SOURCE: FEDERAL OPEN MARKET COMMITTEE,
ECONOMIC PROJECTIONS, DECEMBER 13, 2023
TABLE 1 MEDIAN
RATE CUTS EXPECTED BUT SPECIFIC TIMING DEPENDS ON MORE EVIDENCE OF INFLATION APPROACHING 2%
4.4%
5.4%
4.6%
3.6%
2.9%
2.5%
0%
1%
2%
3%
4%
5%
6%
FEDERAL FUNDS RATE FORECAST SCENARIOS
HIGHER FED FUND RATE INCREASES MORTGAGE RATES
PROBABLE - FED RATE
3.6%3.8%
4.1%4.1%4.1%4.1%
0%
1%
2%
3%
4%
5%
6%
FEDERAL FUNDS RATES AND UNEMPLOYMENT FORECAST SCENARIOS
HIGHER UNEMPLOYMENT RATE REDUCES HOUSING DEMAND
PROBABLE UNEMPLOY %
IN JAN 2023 AND
APRIL 2023,
UNEMPLOYMENT
RATE REACHED A
LOW OF 3.4%
JANUARY 31, 2024 THE FED’S OPEN MARKET COMMITTEE STATEMENT:
“THE COMMITTEE DOES NOT EXPECT IT WILL BE APPROPRIATE TO REDUCE THE TARGET RANGE
UNTIL IT HAS GAINED GREATER CONFIDENCE THAT INFLATION IS MOVING SUSTAINABLY TOWARD 2 PERCENT”
11
Page 873
II. EXPECTED IMPACTS ON THE ECONOMY/EMPLOYMENT
THE CITY’S ECONOMY HAS RECENTLY RECOVERED FROM THE IMPACTS OF COVID, AND THIS HAS RESULTED IN A
RESTRUCTURING OF THE ECONOMIC SECTORS:
AMONG THE RELATIVELY STRONG SECTORS, ADMINISTRATIVE/SUPPORT IS MUCH HIGHER THAN PRE-COVID
AMONG THE RELATIVELY WEAK SECTORS, MANUFACTURING IS MUCH LOWER THAN PRE-COVID
THE FED’S POLICIES WILL HAVE ANOTHER RESTRUCTURING IMPACT DURING THE NEXT SEVERAL YEARS, WITH THE SECTORS THAT WERE THE MOST IMPACTED, SUCH AS:
REAL ESTATE DUE TO SIGNIFICANTLY HIGHER MORTGAGE RATES, BUT MORTGAGES RATES WILL DECLINE
FINANCE DUE TO HIGHER INTEREST RATES OVERALL, BUT OVERALL RATES ARE EXPECTED TO DECREASE
ACCORDINGLY, BASED UPON THE COMPOSITION OF THE CITY’S ECONOMIC BASE, EMPIRE IDENTIFIES THE DEGREE TO
WHICH SPECIFIC SECTORS WILL BE IMPACTED AS WELL AS THE AGGREGATE LEVELS OF EMPLOYMENT:
POTENTIAL CHANGES IN THE LEVELS OF EMPLOYMENT BY SECTORS
FORECASTS OF AGGREGATE EMPLOYMENT CHANGES, ANNUALLY
12
Page 874
RECENT EMPLOYMENT TRENDS BY VARIOUS GEOGRAPHIC AREAS
•SINCE MARCH 2020, COVID-19 HAS DRAMATICALLY IMPACTED THE ECONOMY/EMPLOYMENT IN UNIQUE WAYS
•APRIL 2020: EMPLOYMENT DECLINED SIGNIFICANTLY, BY -18% FOR THE CITY
•STARTING IN MAY OF 2020, EMPLOYMENT HAD A RECOVERY, SURPASSING ITS PRE-COVID LEVELS IN NOVEMBER 2021
•AS OF DECEMBER 2023, THE CITY IS ALMOST +10% ABOVE ITS PRE-COVID LEVELS
•THE CITY'S EMPLOYMENT RECOVERY HAS BEEN SIMILAR TO RIV-SB BUT STRONGER THAN CALIFORNIA
80%
82%
84%
86%
88%
90%
92%
94%
96%
98%
100%
102%
104%
106%
108%
110%
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NONFARM EMPLOYMENT % BY MONTH VS. PRE-COVID (JAN.-FEB
2020) BASELINE: RANCHO CUCAMONGA, CALIFORNIA, AND RIV-SB
Rancho Cucamonga Riverside-San Bernardino MSA California
Empire Economics
PRECIPITOUS
DECLINE
RECOVERING
NEW HIGHS
13
Page 875
UNEMPLOYMENT RATES: HISTORICALLY AND RECENTLY
UNEMPLOYMENT RATES BY GEOGRAPHIES
(DEC. 2023)
•RANCHO CUCAMONGA HAD AN UNEMPLOYMENT RATE (3.7%)
BELOW THAT OF SAN BERNARDINO COUNTY (5.0%)
BUT SLIGHTLY ABOVE THAT OF THE UNITED STATES (3.5%)
•THE CITY’S RELATIVELY LOW UNEMPLOYMENT RATE
REDUCES THE SUPPLY OF ITS AVAILABLE WORKERS
RANCHO CUCAMONGA MONTHLY UNEMPLOYMENT RATES
(JANUARY 2010 – DECEMBER 2023)
•CITY’S RATE DECLINED FROM 10% IN 2010 TO 2.6% IN DEC. 2019
•COVID-19 CAUSED THE RATE TO RISE TO 12.9% IN MAY 2020
•AS THE ECONOMY RECOVERED, THE RATE WAS 2.6% IN MAY 2022
•MOST RECENTLY, THE RATE WAS 3.7% IN DEC. 2023
3.7%
5.0%
3.5%
0.0%
1.0%
2.0%
3.0%
4.0%
5.0%
6.0%
Rancho Cucamonga San Bernardino County United States
RECENT UNEMPLOYMENT RATES -RANCHO CUCAMONGA,
SAN BERNARDINO COUNTY AND UNITED STATES
(DEC. 2023 -PRELIMINARY)
10.1%
2.6%
12.9%
2.6%
3.7%
0.0%
1.0%
2.0%
3.0%
4.0%
5.0%
6.0%
7.0%
8.0%
9.0%
10.0%
11.0%
12.0%
13.0%
14.0%
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CITY OF RANCHO CUCAMONGA: MONTHLY UNEMPLOYMENT RATE
(JANUARY 2010 -DECEMBER 2023)
Dec.
2019
May
2020
May
2010
Dec.
2023
May
2022
14
Page 876
COMPOSITION OF RANCHO CUCAMONGA EMPLOYMENT BY SECTOR (2023-EST.)
•ABOUT 38% OF JOBS ARE IN ADMINISTRATIVE SUPPORT SERVICES, GOVERNMENT AND RESTAURANT/HOTELS
•ABOUT 20% OF JOBS ARE IN RETAIL TRADE AND MANUFACTURING
Administrative-Support
Services, 13.1%
Restaurants/Hotels,
12.2%
Government, 12.4%
Retail Trade, 9.9%Manufacturing, 9.9%
Health Care, 8.7%
Construction, 7.2%
Wholesale Trade, 6.4%
Professional Services, 5.0%
Transportation/Warehouse, 4.1%
Finance & Insurance, 3.6%
Real Estate, 2.4%
Other Services, 2.6%
Educational Services, 1.1%Arts, Entertainment, 0.7%
Management Services, 0.4%
Information, 0.4%
RANCHO CUCAMONGA: SHARES OF EMPLOYMENT BY ECONOMIC
SECTORS IN 2023-EST. (SECTOR EMPLOYMENT / TOTAL EMPLOYMENT)
15
Page 877
RANCHO CUCAMONGA EMPLOYMENT BY SECTORS: COVID RESTRUCTURING IMPACTS
(2023-EST. VS. 2019 PRE-COVID)
•SECTOR WITH BIGGEST JOB ADDITIONS FOR 2023-EST. VS. 2019: ADMINISTRATIVE SUPPORT +1,443
•SECTOR WITH BIGGEST JOB LOSES FOR 2023-EST. VS. 2019: MANUFACTURING -1,320
1,443
837
645
638
90
-203
-245
-254
-1,320
990
640
354
198
9
-89
-392
-416
-2,000 -1,500 -1,000 -500 0 500 1,000 1,500 2,000
CORE SECTORS (+1,631)
Administrative-Support Services
Wholesale Trade
Restaurants/Hotels
Professional Services
Information
Transportation/Warehouse
Construction
Management Services
Manufacturing
SUPPORT SECTORS (+1,294)
Government
Health Care
Real Estate
Educational Services
Arts, Entertainment
Other Services
Finance & Insurance
Retail Trade
RANCHO CUCAMONGA: CHANGE IN LEVELS OF EMPLOYMENT
FROM 2019 TO 2023-EST. BY ECONOMIC SECTOR
16
Page 878
RANCHO CUCAMONGA EMPLOYMENT BY SECTORS (2023-EST. VS. 2022 SALARIES)
•OVERALL AVERAGE SALARY FOR 2023: 0.4% INCREASE FROM 2023-EST. VS. 2022
•SECTORS WITH HIGHEST GROWTH IN WAGE : TRANSPORTATION/WAREHOUSE, MANAGEMENT SERVICES, AND RESTAURANTS/HOTELS
•SECTORS WITH HIGHEST DECLINES IN WAGE: ART AND ENTERTAINMENT, CONSTRUCTION, AND INFORMATION
0.4%
12.7%
12.3%
6.8%
4.8%
2.1%
-0.9%
-2.2%
-7.2%
-8.7%
6.3%
5.2%
4.8%
4.7%
1.8%
0.2%
-1.9%-31.9%
-35%-30%-25%-20%-15%-10%-5%0%5%10%15%
Overall - Avg.
CORE SECTORS
Transportation/Warehouse
Management Services
Restaurants/Hotels
Administrative-Support Services
Wholesale Trade
Manufacturing
Professional Services
Information
Construction
SUPPORT SECTORS
Educational Services
Retail Trade
Government
Finance & Insurance
Real Estate
Other Services
Health Care
Arts, Entertainment
RANCHO CUCAMONGA: AVERAGE PAYROLL CHANGE PER EMPLOYEE BY
ECONOMIC SECTOR IN 2023-EST. VS. 2022
% PAYROLL CHANGE: 2023-EST. VS. 2022
17
Page 879
RANCHO CUCAMONGA VS. CALIFORNIA: EMPLOYMENT RECOVERY BY SECTORS
OVERALL, RANCHO CUCAMONGA AGGREGATE TOTAL NONFARM EMPLOYMENT IS ABOVE PRE-COVID-19 LEVELS
DEC. 2023
RANCHO
CUCAMONGA
SECTORS
AHEAD
OF CALIFORNIA
•INFORMATION
•EDUCATION
•PROFESSIONAL
•ADMINISTRATIVE
•GOVERNMENT
•ACCOMMODATION
AND FOOD SERVICE
•WHOLESALE TRADE
•REAL ESTATE
•RETAIL TRADE
DEC. 2023
RANCHO
CUCAMONGA
SECTORS
BEHIND
CALIFORNIA
•HEALTHCARE
•TRANSPORTATION AND
WAREHOUSING
•CONSTRUCTION
•ARTS, ENTERTAINMENT,
RECREATION
•OTHER SERVICES
•MANUFACTURING
•FINANCE / INSURANCE
•MANAGEMENT
WAREHOUSE/DISTRIBUTION
EMPLOYMENT WILL INCREASE
SIGNIFICANTLY IN 2024 DUE TO
NEW FACILITIES
25%22%19%15%13%11%10%9%8%8%7%5%4%3%
-4%-5%
-22%
-34%-40%
-30%
-20%
-10%
0%
10%
20%
30%
40%
CALIFORNIA AND ORANGE COUNTY EMPLOYMENT RECOVERY -SECTORS
DEC 2023 EMPLOYMENT LEVEL VS. PRE-COVID (JAN.-FEB. 2020)
RANCHO CUCAMONGA (DEC. 2023 vs. JAN.-FEB. 2020)
CALIFORNIA (DEC. 2023 vs. JAN.-FEB. 2020)RED- RANCHO CUCAMONGA GREEN – CALIFORNIA 18
Page 880
RANCHO CUCAMONGA - RECENT AND FORECASTED AGGREGATE LEVELS OF EMPLOYMENT
(2000-2023-EST. RECENT & 2024-2030 FORECAST) *WITHOUT HIGH SPEED RAIL*
•FOLLOWING THE DECLINE IN 2020, EMPLOYMENT INCREASED BY ~4,100 IN 2021 AND BY ~6,800 IN 2022 TO EXCEED ITS PRE-COVID LEVEL
•IN 2023-EST., EMPLOYMENT IS ESTIMATED TO HAVE INCREASED BY ~500 JOBS, A MORE MODERATE GROWTH RATE.
•FOR 2024-2030, BASELINE FORECAST IS FOR EMPLOYMENT TO RISE GRADUALLY BY ~1,830 JOBS / YR./AVG. TO ~92,200 IN 2030.
•THE PRIMARY DRIVERS ARE THE ADMINISTRATIVE SUPPORT SERVICES AS WELL AS TRANSPORTATION/WAREHOUSING (2,800 NEW JOBS)
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CITY OF RANCHO CUCAMONGA: RECENT/EXPECTED LEVELS OF
EMPLOYMENT BY FIRMS LOCATED IN THE CITY
*BASELINE -WITHOUT HIGH SPEED RAIL*
19
Page 881
LOCATION OF EMPLOYMENT VS. AFFORDABILITY OF HOUSING
*WITHOUT HIGH SPEED RAIL*
•RANCHO CUCAMONGA’S HOUSEHOLDS WITH JOBS (BLUE LINE) EXCEED THE NUMBER OF JOBS BY FIRMS IN THE CITY (GREEN LINE)
•ABOUT 18,000 (NET) CITY RESIDENTS COMMUTE TO JOBS OUTSIDE THE CITY, TYPICALLY AT HIGHER SALARIES
THAT ENABLE THEM TO AFFORD HOUSING IN THE CITY.
•THE GAP IS EXPECTED TO DECREASE TO ~13,000 BY 2030 (THIS EXCLUDES THE HIGH SPEED RAIL EMPLOYMENT) .
73,575
85,816
77,411
93,100
87,900
97,000 102,220 105,460
36,830
65,139 58,210
74,445
68,040
79,413
87,322 92,216
0
20,000
40,000
60,000
80,000
100,000
120,000
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CITY OF RANCHO CUCAMONGA:
EMPLOYMENT BY FIRMS AND HOUSEHOLDS
*BASELINE -WITHOUT HIGH SPEED RAIL*
Working Households Residing in Rancho Cucamonga
Firms - Employees Located in Rancho Cucamonga
20
Page 882
III. EXPECTED IMPACTS ON THE HOUSING MARKET
NEAR-TERM: RESTRICTIVE FED POLICIES HAVE SIGNIFICANTLY INCREASED MORTGAGE RATES.
RECENT SURGES IN MORTGAGE RATES HAVE SUBSTANTIALLY INCREASED MORTGAGE PAYMENTS FOR HOME PURCHASERS.
FOR EXAMPLE, WITH A 30 YEAR FIXED RATE FOR A MORTGAGE LOAN AMOUNT OF $800,000:
FOR A 2.9% MORTGAGE RATE, THE MORTGAGE INTEREST ON THE LOAN WOULD BE ABOUT $400,000.
FOR A MORTGAGE RATE OF 7.7% (RECENT PEAK LEVEL), MORTGAGE INTEREST ON THE LOAN EXCEEDS $1,200,000.
THE MAJORITY OF HOMEOWNERS THAT HAVE PURCHASED/REFINANCED THEIR MORTGAGE LOANS AT HISTORICALLY LOW RATES ARE NOW RELUCTANT TO PURCHASE ANOTHER HOME WITH A MUCH HIGHER NEW MORTGAGE RATE.
PURCHASERS OF HOMES WILL LIKELY HAVE A MUCH HIGHER MORTGAGE RATE.
FURTHERMORE, MOVE-UP PURCHASERS WILL ALSO NEED TO FIND A BUYER FOR THEIR CURRENT HOME
THAT CAN AFFORD A HIGHER MORTGAGE RATE.
EVENTUALLY AS INFLATION RETURNS TO 2% AND MORTGAGE RATES DECLINE, THE MARKET FOR HOME SALES WILL RECOVER.
FINANCIAL MARKETS WILL REACT POSITIVELY TO THE FED BEING ON A SUSTAINED PATH TO SUCCESSFULLY ACCOMPLISH
THE 2% INFLATION TARGET.
SUCH LOWER INFLATION RATES, IN TURN, SHOULD RESULT IN LOWER MORTGAGE RATES.
THE HOUSING MARKET WILL RECOVER AND EVENTUALLY RETURN TO A NORMAL LEVEL OF SALES.
21
Page 883
CONSUMER SENTIMENT (JAN. 2013 – JAN. 2024)
•CONSUMER SENTIMENT WAS BETWEEN ~75 AND 100 FROM 2013 THROUGH 2019
•SENTIMENT FELL FROM JANUARY 2020 AT 101 TO A RECENT MINIMUM OF 50 IN JUNE 2022
•SINCE THEN SENTIMENT HAS RISEN TO 79 AS OF JAN. 2024 (PRELIMINARY)
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UNITED STATES CONSUMER SENTIMENT INDEX (JAN. 2020 = 100)
22
Page 884
TRENDS/PATTERNS FOR U.S. MORTGAGE RATES SINCE 2018
•MORTGAGE RATES ARE A SECONDARY DRIVER OF HOUSING DEMAND; EMPLOYMENT GROWTH IS TYPICALLY THE PRIMARY DRIVER.
•MORTGAGE RATES IN NOVEMBER 2018 HAD A PRIOR PEAK OF 4.9%.
•RATES THEN DECLINED TO THEIR LOWEST LEVEL OF 2.8% IN DECEMBER 2020, DUE TO FED POLICIES TO STIMULATE THE ECONOMY.
•RATES REMAINED AT HISTORICALLY LOW LEVELS, BELOW 3.2%, THROUGH DECEMBER 2021.
•DUE TO FED POLICIES TO REDUCE INFLATION, MORTGAGE RATES ROSE TO 7.7% IN OCTOBER 2023, BUT RECENTLY FELL TO 6.7%.
4.9%
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UNITED STATES: 30-YEAR FIXED MORTGAGE RATES
(JAN. 2018 -JAN 2024 BY MONTH)
23
Page 885
3.00%
3.25%
3.50%
3.75%
4.00%
4.25%
4.50%
4.75%
5.00%
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5.50%
0%
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CALIFORNIA CURRENT CONTRACT INTEREST RATE FOR ALL
MORTAGES BY PERCENT GROUP BY QUARTER (2013Q1 -2023Q3)
Below 3%3-4%4-5%5-6%Above 6%Average Interest Rate
OUTSTANDING RESIDENTIAL MORTGAGE STATISTICS (2013Q1 – 2023Q3)
FROM 2013Q1 TO 2023 Q3, FOR CALIFORNIA HOMEOWNERS CHANGES IN MORTGAGE RATE SHARES
MORTGAGE RATES OF 6.0% OR LESS, ROSE TO 73% TO 92%
MORTGAGE RATES OF 5.0% OR LESS, ROSE FROM 49% TO 85%
MORTGAGE RATES OF 4.0% OR LESS, ROSE FROM 23% TO 68%
MORTGAGE RATE OF 3.0% OR LESS, ROSE FROM 3% TO 30%
85%
68%
30%
92%
73%
49%
23%
3%
24
Page 886
RANCHO CUCAMONGA – ANNUAL HOUSING PAYMENTS BY MONTH (JAN. 2018 – DEC. 2025 FORECAST)
ANNUAL HOUSING PAYMENTS REPRESENT THE SUM OF MORTGAGE PRINCIPAL, MORTGAGE INTEREST RATES AND PROPERTY TAXES
2019-2021:
LOWER RATES OFFSET
HOUSING APPRECIATION,
PAYMENTS OF $40,000/YR.
2022-23:
HIGHER PRICES AND
HIGHER MORTGAGE
RATES DROVE PAYMENTS
HIGHER WITH
PEAK PAYMENTS OF
$60,000/YR.
ANNUAL HOUSING
PAYMENT LEVELS
2024-2025:
FOR PAYMENTS TO
RETURN TO THEIR
2019-2022 LEVELS
OF $40,000/YR.,
HOUSING PRICES
WOULD NEED TO
DECLINE BY -11%
** AND **
MORTGAGE RATES
WOULD NEED TO
DECLINE TO 4.5%
$0
$10,000
$20,000
$30,000
$40,000
$50,000
$60,000
$70,000
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0
2
5
A
N
N
U
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L
H
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S
I
N
G
P
A
Y
M
E
N
T
A
M
O
U
N
T
S
(
I
N
2
0
2
4
$
)
RANCHO CUCAMONGA (JAN. '18 -DEC. '25-F) -ESTIMATED ANNUAL HOUSING
PAYMENT COMPONENTS (MORTGAGE INTEREST + MORTGAGE PRINCIPAL +
PROPERTY TAXES)
PROPERTY TAX MORTG-PRINCIPAL MORTG-INTEREST
MORTGAGE INTEREST RATES
MORTGAGE PRINCIPAL (HOUSING PRICE APPRECIATION)
PROPERTY TAXES (HOUSING PRICE APPRECIATION)EMPIRE ECONOMICS
~$40K
+ ~50%
DEC.
2021
DEC.
2023 DEC.
2025
~$60K
~$40K
DEC 2023 TO DEC. 2025 PRICES -11%
WITH MORTGAGE RATES TO 4.5%
25
Page 887
RANCHO CUCAMONGA – SHARE OF ANNUAL HOUSING PAYMENTS BY MONTH (JAN. 2018 – DEC. 2025F)
ANNUAL HOUSING PAYMENTS = MORTGAGE PRINCIPAL + MORTGAGE INTEREST + PROPERTY TAXES FOR THE FIRST YEAR
•JAN. 2018: MORTGAGE INTEREST PAYMENT SHARE MADE UP ABOUT 34% OF THE TOTAL ANNUAL HOUSING PAYMENT
•JAN. 2018 TO DEC. 2020: MORTGAGE INTEREST PAYMENT SHARE DECLINED TO 28%: RATES FELL AND PRINCIPAL SHARE ROSE WITH PRICES
•DEC. 2020 TO DEC. 2023: MORTGAGE INTEREST RATE SHARE ROSE TO 49% AS MORTGAGE RATES ROSE
•PURCHASERS OF HOMES AT CURRENT RATES HAVE ALMOST TWICE AS MUCH MORTGAGE INTEREST THAN AT THE LOW RATES
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
1
/
1
/
2
0
1
8
5
/
1
/
2
0
1
8
9
/
1
/
2
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8
1
/
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9
5
/
1
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9
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5
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/
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1
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5
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1
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A
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S
H
A
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E
S
(
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N
2
0
2
3
$
)
RANCHO CUCAMONGA (JAN. '18 -DEC. '25-F) -ESTIMATED ANNUAL HOUSING
PAYMENT COMPONENTS (MORTGAGE INTEREST + MORTGAGE PRINCIPAL +
PROPERTY TAXES)
PROPERTY TAX MORTG-PRINCIPAL MORTG-INTEREST
MORTGAGE PRINCIPAL (HOUSING PRICE APPRECIATION)
PROPERTY TAXES (HOUSING PRICE APPRECIATION)EMPIRE ECONOMICS
JAN.
2018
DEC
2023
DEC.
2025
MORTGAGE INTEREST RATES
34%
DEC
2021
45%
20%
28%
50%
22%
49%
35%
16%
37%
44%
20%
DEC 2023 TO DEC. 2025 PRICES -11%
WITH MORTGAGE RATES TO 4.5%
26
Page 888
RANCHO CUCAMONGA – MORTGAGE INTEREST PAYMENTS (JAN. 2020– DEC. 2025F)
FOR A ~$800,000 HOUSE PURCHASE, HOUSEHOLDS THAT USED A 3% MORTGAGE RATE IN 2021
HAVE MORTGAGE INTEREST RATE PAYMENTS OF ABOUT $11,500 A YEAR
IF SUCH A HOUSEHOLD WERE TO PURCHASE A SIMILAR PRICE HOME IN JANUARY 2024, WITH A 6.7% MORTGAGE RATE.
THIS PAYMENT WOULD BE +$29,500 A YEAR
SO THE HOUSEHOLD HAS A STRONG INCENTIVE TO STAY IN THEIR CURRENT HOME
HOWEVER, AS MORTGAGE RATES DECLINE TO 4.5%, THE PAYMENT IN DEC. 2025 WOULD BE ~$17,800 A YEAR (ADJUSTED FOR INFLATION)
THEREFORE, AS MORTGAGE RATES DECLINE, THE INCENTIVES FOR HOMEOWNERS TO STAY IN THEIR CURRENT HOMES WITH HISTORICALLY
LOW RATES DIMINISHES, AND SO THE SUPPLY OF HOMES FOR-SALE INCREASES.
27
$0
$5,000
$10,000
$15,000
$20,000
$25,000
$30,000
$35,000
$40,000
1
/
1
/
2
0
2
0
4
/
1
/
2
0
2
0
7
/
1
/
2
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1
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1
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1
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4
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1
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S
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P
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M
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N
T
-
A
N
N
U
A
L
L
Y
RANCHO CUCAMONGA (JAN. '20 -DEC. '25-F) -MORTGAGE INTEREST MORTGAGE
HOMEOWNERS WITH HISTORICALLY LOW RATES
(~$800K PRICED HOME OVER TIME)
MORTG-INTEREST MORTG-INTEREST - ABOVE HISTORICAL LOW
MORTGAGE INTEREST
PAYMENTS -
HISTORICALLY LOW
($11,500)
EMPIRE ECONOMICS
MORTGAGE
INTEREST
PAYMENTS -ABOVE
HISTORICALLY LOW $11,500/YR.
$17,800/YR.
$29,500/YR.
Page 889
RANCHO CUCAMONGA HOUSING SUPPLY, DEMAND,
AND PRICE APPRECIATION (JAN. 2018 – DEC. 2023)
A. IN 2018 TO EARLY 2020, THE CITY HOUSING INVENTORY (SUPPLY/RED) WAS HIGHER THAN PENDING SALES (DEMAND/GREEN), NORMAL
B. HOWEVER, BEGINNING IN 2ND QUARTER OF 2020, HOUSING DEMAND AND SUPPLY STARTED TO CONVERGE AND MET IN 2021
C. ONCE SUPPLY AND DEMAND CURVES STARTED TO CONVERGE, THIS RESULTED IN A SIGNIFICANT INCREASE IN PRICE APPRECIATION
D. DURING 2022, INVENTORY EXCEEDED PENDING SALES, CLOSER TO NORMAL PATTERNS, BUT INVENTORY IS STILL LOW DUE TO HIGH RATES
E. DURING 2023, WITH HIGH MORTGAGE RATES, INVENTORY DECLINED TO LEVELS ONLY SLIGHTLY ABOVE SALES
28
3%
30%
41%46%
-70%
-60%
-50%
-40%
-30%
-20%
-10%
0%
10%
20%
30%
40%
50%
60%
70%
0
100
200
300
400
500
600
700
800
900
1,000
1,100
1,200
1,300
1,400
1,500
1,600
1,700
1,800
1,900
2,000
2
0
1
8
-
0
3
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0
1
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Y
RANCHO CUCAMONGA PENDING LISTINGS AND HOUSING INVENTORY,
AND CUMULATIVE LAGGED 12 MONTH HOUSING PRICE CHANGE SINCE JAN. 2018
(JANUARY 2018 -DECEMBER 2023)
Rancho Cucamonga Housing Price Change Rancho Cucamonga Housing Inventory
Rancho Cucamonga Pending Sales
AFTER FIRST YEAR OF
COVID,INVENTORY
FELL CLOSER TO AND
EVEN BELOW
PENDING SALES
2020 Q2:
First Qtr. of
Significant
COVID
EBCDA
Page 890
RANCHO CUCAMONGA – HOUSING INVENTORY (SUPPLY) AND PENDING LISTINGS (DEMAND) (2018 –2023)
•FOR 2018-2020 (GREEN LINES) FOR-SALE HOMES/INVENTORY WAS HIGHER THAN DEMAND/SALES, NORMAL CONDITIONS
•FOR 2022 (BLUE LINES) HIGHER MORTGAGE RATES > DECLINE IN DEMAND (AFFORDABILITY) AND SUPPLY (LOW INVENTORY)
•FOR 2023 (RED LINES), WITH EVEN HIGHER MORTGAGE RATES, SUPPLY AND DEMAND FELL TO NEW RECENT LOW
•FOR 2023, ALTHOUGH SUPPLY IS HIGHER THAN DEMAND, IT IS ONLY SLIGHTLY HIGHER, SO THE MARKET STILL HAS EXCESS DEMAND.
0
50
100
150
200
250
300
350
400
450
500
R
A
N
C
H
O
C
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C
A
M
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G
A
P
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D
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G
L
I
S
T
I
N
G
S
A
N
D
I
N
V
E
N
T
O
R
Y
RANCHO CUCAMONGA PENDING LISTINGS (DEMAND) AND INVENTORY (SUPPLY)
BY ANNUAL AVERAGE, NOT SEASONALLY ADJUSTED (2018-2020, 2022, AND 2023)
2018-2020 DEMAND/AVG 2022 DEMAND/AVG 2023 DEMAND/AVG
2018-2020 SUPPLY/AVG 2022 SUPPLY/AVG 2023 SUPPLY/AVG
FOR 2023, BOTH DEMAND AND SUPPLY WERE
SUBSTANTIALLY LOWER THAN NORMAL
SUPPLY:2023 AVERAGE
DEMAND:2023 AVERAGE
29
Page 891
RANCHO CUCAMONGA: EXISTING/NEW FOR-SALE HOMES RECENT SALES TRENDS
•DURING JANUARY 2015 TO DECEMBER 2021, SALES OF DETACHED HOMES AMOUNTED TO ABOUT 120-140 PER MONTH,
AND SALES OF ATTACHED HOMES AMOUNTED TO ABOUT 30-40 PER MONTH.
•SINCE JANUARY 2022 SALES OF DETACHED HOMES DECLINED FROM 140/MO. TO 75/MO. IN DECEMBER 2023
WHILE THE SALES OF ATTACHED HOMES DECLINED FROM 40/MO. TO 20/MO. DURING THIS TIME PERIOD.
•SPECIFICALLY, THE DECLINES CAN BE ATTRIBUTED TO EXISTING HOMEOWNERS NOT PUTTING THEIR HOMES
ON THE MARKET SINCE THEY HAVE HISTORICALLY LOW MORTGAGE RATES, AND SO THE INVENTORY OF
EXISTING HOMES FOR-SALE WAS CONSTRAINED.
0
20
40
60
80
100
120
140
160
180
200
J
a
n
-
1
5
J
u
l
-
1
5
J
a
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-
1
6
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-
1
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J
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-
1
7
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-
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-
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2
3
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-
2
3
RANCHO CUCAMONGA -EXISTING/NEW HOME SALES TRENDS
MONTHLY AND MOVING AVERAGES
DETACHED ATTACHED 30
Page 892
RANCHO CUCAMONGA: EXISTING/NEW FOR-SALE HOMES RECENT PRICE CHANGES
•DURING JANUARY 2015 TO DECEMBER 2023, PRICES INCREASED AS FOLLOWS:
•DETACHED HOME PRICES INCREASED FROM ABOUT $425,000 TO ABOUT $868,000; FOR A RATE OF 11 .6%/YR./AVG . OVER THE
SEVEN YEARS
•ATTACHED HOMES PRICES ROSE FROM ABOUT $290,000 TO $530,000; A TOTAL CHANGE OF 73%. FOR A RATE OF 9.3%/YR./AVG .
$0
$100,000
$200,000
$300,000
$400,000
$500,000
$600,000
$700,000
$800,000
$900,000
$1,000,000
J
a
n
-
1
5
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-
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5
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6
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-
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3
RANCHO CUCAMONGA -EXISTING/NEW HOME PRICE PATTERNS
MONTHLY AND MOVING AVERAGES
DETACHED ATTACHED 31
Page 893
RECENT SALES AND PRICES FOR NEW HOME PROJECTS
•THE MARKET FOR NEW FOR-SALE HOMES PEAKED IN 2021:
•SALES AMOUNTED TO 578 HOMES.
•THE VALUE RATIO (PRICE/LIVING AREA) SURGED TO $428.
•THE REMAINING PROJECT CLOSED OUT IN EARLY 2022.
•FOR 2023 AND ALSO CURRENTLY, THERE ARE NO NEW HOME
• FOR-SALE PROJECTS ON THE MARKETPLACE.
214
104 112
189 197
305
272
316
63 67
295 308
578
17
$173
$142
$179
$174 $206 $217 $236 $241 $253
$287 $290
$300
$428
0
100
200
300
400
500
600
700
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
CITY OF RANCHO CUCAMONGA
NEW RESIDENTIAL PROJECTS: SALES TRENDS AND PRICE PATTERNS
Sale Rate - Annually Value Ratio-Avg.
32
RANCHO CUCAMONGA: NEW FOR-SALE HOMES
RECENT PRICE PATTERNS AND SALES TRENDS
RICHLAND TRACT: FORTHCOMING NEW HOME PROJECT
SOURCE: RANCHO CUCAMONGA PLANNING DEPARTMENT
“Originally approved in 2004, a development project consisting of 151 acres
of land located north of Wilson Ave . between Etiwanda Ave . and East Ave .
recently received approval of grading plans.
The plans allow the developer to begin the grading of pads for 358 single-
family homes and 22 new streets/roadways.
The grading work will include the excavation of the site and the exporting and
importing of soils to build the pads for the single-family homes. The grading
work is expected to begin early in the first quarter of 2024 and will take some
months to complete.
Lot sizes will vary, with an average lot size of 11 ,000 square feet. Home
designs have not yet been submitted to the City or approved by the City.
Designs will be subject to review and a public hearing held by the City’s
Planning Commission.
Signage will be posted at the site after the application for home designs is
submitted.”
Page 894
IV.MARKET CONDITIONS FOR APARTMENT RENTALS
THE COMPOSITION OF THE RANCHO CUCAMONGA HOUSING MARKET HAS RECENTLY UNDERGONE
A SIGNIFICANT SHIFT FROM NEW FOR-SALE HOMES TO NEW APARTMENT RENTALS.
RANCHO CUCAMONGA APARTMENT MARKET HAS EXPERIENCED ROBUST ACTIVITY, WITH THREE PROJECTS ON THE MARKET
AND ANOTHER FOUR UNDER CONSTRUCTION/GRADING; FURTHERMORE, THREE MORE PROJECTS ARE IN THE PLANNING
PROCESS.
APARTMENT RENTS SURGED IN 2021 BY +20%, BUT HAVE SINCE MODERATED TO A RATE OF ABOUT 4%.
WITH REGARDS TO THE HOMECOMING PROJECT, ITS RENTS DECLINED BY SOME -8.8% DURING THE PAST YEAR.
THE NEW ACTIVE AND FORTHCOMING APARTMENTS HAVE A SUFFICIENT SUPPLY TO SUPPORT ABSORPTION OF ABOUT 500 UNITS
ANNUALLY DURING THE FORESEEABLE FUTURE.
33
Page 895
OVERVIEW OF APARTMENT RENTAL RATE TRENDS
RANCHO CUCAMONGA AND SAN BERNARDINO COUNTY
•RANCHO CUCAMONGA RENTS INCREASED FROM $1,727 IN EARLY 2015 TO $2,707 RECENTLY, + 57%.
•WHILE SAN BERNARDINO COUNTY (SBC) RENTS INCREASED FROM AROUND $1,308 IN EARLY 2015 TO $2,402 RECENTLY, +84%.
•SO RANCHO CUCAMONGA RENT LEVELS ARE HIGHER THAN SBC BUT THEIR PERCENTAGE CHANGE DURING 2015-2023 WAS
LOWER.
$0
$250
$500
$750
$1,000
$1,250
$1,500
$1,750
$2,000
$2,250
$2,500
$2,750
$3,000
1
/
1
/
2
0
1
5
7
/
1
/
2
0
1
5
1
/
1
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1
6
7
/
1
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1
6
1
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1
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7
7
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7
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1
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7
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2
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1
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1
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2
2
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0
2
2
1
/
1
/
2
0
2
3
7
/
1
/
2
0
2
3
RECENT APARTMENT RENTAL TRENDS -EXISTING APARTMENTS
RANCHO CUCAMONGA AND SAN BERNARDINO COUNTY
Rancho Cucamonga San Bernardino County
34
Page 896
OVERVIEW OF APARTMENT RENTAL APPRECIATION RATES
RANCHO CUCAMONGA AND SAN BERNARDINO COUNTY
•SAN BERNARDINO COUNTY (SBC) APARTMENTS EXPERIENCED APPRECIATION OF 7.6%/AVG. ANNUALLY FROM 2016 TO 2023.
•BUT FOR RANCHO CUCAMONGA (RC), APPRECIATION AMOUNTED TO 5.1%/AVG. ANNUALLY, SOMEWHAT LOWER.
•IN SUMMER 2021 SBC AND RC BOTH EXPERIENCED PEAK APPRECIATION RATES OF ABOUT ~20%/yr.
•HOWEVER, SINCE JANUARY 2023, BOTH SBC AND RC EXPERIENCED LOWER APPRECIATION, LESS THAN 4%/YR.
•SINCE APRIL 2023, RC’S APPRECIATION RATE HAS BEEN 2-3%/YR.
0%
5%
10%
15%
20%
25%
1
/
1
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2
0
1
6
7
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0
1
9
7
/
1
/
2
0
1
9
1
/
1
/
2
0
2
0
7
/
1
/
2
0
2
0
1
/
1
/
2
0
2
1
7
/
1
/
2
0
2
1
1
/
1
/
2
0
2
2
7
/
1
/
2
0
2
2
1
/
1
/
2
0
2
3
7
/
1
/
2
0
2
3
RECENT APARTMENT RENTAL APPRECIATION -EXISTING APARTMENTS
RANCHO CUCAMONGA AND SAN BERNARDINO COUNTY
Rancho Cucamonga San Bernardino County 35
Page 897
RANCHO CUCAMONGA – NEW APARTMENT PROJECTS
APPROXIMATE LOCATIONS
A
B CEFD
G
I
H
J<
36
Page 898
CHARACTERISTICS OF THE NEW APARTMENT PROJECTS
CURRENTLY ACTIVE-LEASING, UNDER CONSTRUCTION & FUTURE
(SOURCES: CITY OF RANCHO CUCAMONGA & EMPIRE ECONOMICS)
37
PROJECT MAP CODE LOCATION PLANNED
UNITS
COMMERCIAL
SQ.FT.DESCRIPTION UNITS LEASED/
OCCUPIED
DEVELOPMENT -
PLANNING STATUS
CURRENTLY ACTIVE
Homecoming at the Resort A The Resort 867 5,000 867 Apartments with
commercial component 492 Actively Leasing
La Mirage/The Core B NWC of Foothill and East 193 3,246
193 Unit Mixed Use
Development with 3,246
square feet of
Commercial
25 Started Leasing
November 2023
Westbury C West Side of East Avenue
North of Foothill 131 1,500 133 Unit Mixed Use
Project 11 Started Leasing
October 2023
1,191
UNDER CONSTRUCTION
Alta Curvee D SEC of Foothill Blvd and
Etiwanda Ave 260 2,253 260-Unit Mixed-Use
Apartments.0 Expected Opening
Fall 2024
Haven and Arrow G SWC Haven and Arrow 248 23750
Mixed-use project with
248 units, 23,750 sf
ground floor
commercial
0 Expected Opening
2025
508
FUTURE
Alexan at Victoria Gardens H Vicinity of Victoria Gardens 385 No Commercial 0 Plan Check
Not Yet Grading
Harvest at Terra Vista E NWC of Foothill Blvd and
Milliken Ave 660 20,841
660-Unit Mixed Use
Apartments with 20,841
SF of commercial
0 Entitled;
Not Yet Grading
Foothill Landing J NE of Foothill & Etiwanda 367 7300
Mixed-use project with
367 units, 7,300 sf.
commercial
0 Entitled;
Not Yet Grading
33 North F SEC of Foothill and Haven
Avenue 311 16,000 311 Unit Mixed Use
Development 0 Entitled;
Not Yet Grading
Leap Development I SW Corner Carnelian &
Foothill 158 No Commercial 0 Entitled;
Not Yet Grading
1,881
TOTALS 3,580 79,890 528
Page 899
RANCHO CUCAMONGA NEW APARTMENT PROJECTS
CURRENTLY ACTIVE/LEASING, UNDER CONSTRUCTION AND FUTURE
THERE ARE A TOTAL OF TEN ACTIVE/LEASING, UNDER CONSTRUCTION AND FUTURE APARTMENT PROJECTS
THAT HAVE ENTITLEMENTS FOR 3,580 UNITS; OF THESE, 528 HAVE BEEN LEASED/OCCUPIED
CURRENTLY ACTIVE 3 PROJECTS WITH 1,191 PLANNED UNITS OF WHICH 528 HAVE BEEN LEASED
UNDER CONSTRUCTION; 2 PROJECTS WITH 508 UNITS
FUTURE: STILL IN THE PLANNING PROCESS; 5 PROJECTS WITH 1,881 UNITS
38
867
193 131
260 248
385
660
367 311
158
0
100
200
300
400
500
600
700
800
900
1000
RANCHO CUCAMONGA NEW APARTMENT PROJECTS
CURRENT PROJECT STATUS
TOTAL UNITS LEASED
Page 900
OVERVIEW OF RENTS FOR CURRENTLY ACTIVE NEW COMPARABLE APARTMENT PROJECTS
• RANCHO CUCAMONGA APARTMENTS
• THE TYPICAL/AVERAGE LIVING AREAS RANGE FROM 938 SQ.FT. FOR WESTBURY TO 1,082 SQ.F.T. FOR THE HOMECOMING
•THE TYPICAL/AVERAGE RENTS RANGE FROM $2,803 PER MONTH FOR VASARI TO $3,161 PER MONTH FOR HOMECOMING
•THE TYPICAL/AVERAGE RENTS/SQ.FT. RANGE FROM $2.75 FOR THE CORE TO $3.01 FOR WESTBURY
FONTANA, VASARI VENTANA IS A NEW APARTMENT PROJECT LOCATED IN NORTH FONTANA, BY ROUTE 14 AND DUNCAN
1,082 1,057 938 1,025 967
$3,161 $2,958 $2,819 $2,979 $2,803
$2.92 $2.75 $3.01 $2.89 $2.90
-$5.00
-$4.00
-$3.00
-$2.00
-$1.00
$0.00
$1.00
$2.00
$3.00
$4.00
0
1,000
2,000
3,000
4,000
5,000
6,000
7,000
8,000
HOMECOMING THE CORE WESTBURY RANCHO
CUCAMONGA
VASARI
VENTANA
RANCHO CUCAMONGA & FONATNA NEW APARTMENT PROJECTS
OVERVIEW OF RENTS AND SQUARE FOOTAGES
LIVING AREA RENT RENT/SQ.FT.39
Page 901
$1,500
$2,000
$2,500
$3,000
$3,500
$4,000
$4,500
$5,000
400 600 800 1,000 1,200 1,400 1,600 1,800 2,000
RANCHO CUCAMONGA NEW ACTIVE APARTMENT PROJECTS
APARTMENT UNIT SIZES AND RENTAL LEVELS
EXCLUDING LIVE-WOK UNITS
(ALSO INCLUDED VASARI IN FONTANA BUT NEARBY)
HOMECOMING CORE WESTBURY VASARI-FONTANA
RENTS FOR CURRENTLY ACTIVE NEW COMPARABLE APARTMENT PROJECTS
RELATIONSHIP OF MONTHLY RENTS AND SIZES OF LIVING AREAS
•FOR ALL OF THE NEW APARTMENT PROJECTS, RENTS INCREASE AS THE SIZE OF LIVING AREA INCREASES.
•FURTHERMORE, FOR UNITS WITH SIMILAR SIZES OF LIVING AREA, THE RENTS AMONG THE VARIOUS PROJECTS TEND TO BE GENERALLY SIMILAR.
40
Page 902
RANCHO CUCAMONGA – NEW APARTMENT PROJECTS
PRODUCT MIX AND RENTS
NAME BEDROOMS
LIVING AREA
JANUARY 2024
RENTS
JANUARY 2024
HOMECOMING PLANNED 867
RANCHO CUCAMONGA LEASED 492
1 825 $2,644
1 827 $2,824
1 777 $2,679
1 819 $2,744
1 821 $2,724
1 817 $2,832
1 912 $2,879
2 1,045 $3,231
2 1,046 $3,227
2 1,092 $3,252
2 1,142 $2,999
2 1,097 $3,284
2 1,112 $3,119
2 1,336 $3,539
2 1,680 $3,874
3 1,438 $3,524
3 1,602 $4,359
OVERALL/AVG.1,082 $3,161
$2.92
NAME BEDROOMS
LIVING AREA
JANUARY 2024
RENTS
JANUARY 2024
THE CORE PLANNED 193
RANCHO CUCAMONGA LEASED 25
1 734 $2,500
1 763 $2,350
2 1,043 $2,875
2 1,127 $2,875
2 1,280 $3,270
3 1,396 $3,559
LIVE-WORK 1,968 $4,515
LIVE-WORK 2,631 $4,200
LIVE-WORK 3,185 $5,750
OVERALL/AVG.1,057 $2,905
EXCLUDING
LIVE-WORK
$2.75
WESTBURY PLANNED 131
RANCHO CUCAMONGA LEASED 11
1 694 $2,310
1 745 $2,340
1 765 $2,390
2 1,098 $3,070
2 1,035 $3,090
2 1,060 $3,130
2 1,167 $3,405
2 1,098 $3,485
OVERALL/AVG.938 $2,819
$3.01
41
Page 903
•MARKET DEMAND IS ESTIMATED BASED UPON THE CITY’S OVERALL EMPLOYMENT GROWTH WITH SPECIAL CONSIDERATION FOR
NEWLY DEVELOPING WAREHOUSE/DISTRIBUTION FACILITIES WITH ~2,800 NEW JOBS.
• ABSORPTION AMONG THE PROJECTS IS PRIORITIZED ACCORDING TO THEIR CURRENT DEVELOPMENT APPROVAL STATUS.
•THE PACE OF NEW DEVELOPMENT IS EXPECTED TO OCCUR IN A SYNCHRONIZED MANNER TO MAINTAIN STABLE RENTS.
•SHOULD EXCESS UNITS ENTER THE MARKETPLACE, RENTS WOULD NEED TO BE LOWERED TO MAINTAIN ABSORPTION.
ESTIMATED ABSORPTION FOR NEW APARTMENT PROJECTS
UNDER CONSTRUCTION
ALTA CURVEE-260
HAVEN/ARROW-248
FUTURE PROJECTS:
ALEXAN- VICTORIA GARDENS: 385
HARVEST TERRA VISTA: 660
FOOTHILL LANDING: 367
33 NORTH-311
LEAP DEVELOPMENT 158
42
208
284 250
125
0 0 0
0
25
68
0 0 0
0
11
90
30
0 0 0 0
0
0
50 0 0 0
0
0
127
121
0 0 0
0
0 329
500 552
0
100
200
300
400
500
600
2022 2023 2024 2025 2026 2027 2028 2029+
N
U
M
B
E
R
O
F
A
P
A
R
T
M
E
N
T
R
E
N
T
A
L
'
S
-
A
N
N
U
A
L
L
Y
RANCHO CUCAMONGA NEW APARTMENT PROJECTS
ACTIVE/LEASING, CONSTRUCTION AND FUTURE
HOMECOMING THE CORE WESTBURY
ALTA CURVEE-260 HAVEN/ARROW:248 FUTURE PROJECTS
Page 904
ESTIMATED ABSORPTION SCHEDULES FOR NEW APARTMENT PROJECTS
THE PACE OF NEW DEVELOPMENT IS EXPECTED TO OCCUR IN A SYNCHRONIZED MANNER TO MAINTAIN STABLE RENTS.
SHOULD EXCESS UNITS ENTER THE MARKETPLACE, RENTS WOULD NEED TO BE LOWERED TO MAINTAIN ABSORPTION.
43
HOMECOMING THE CORE WESTBURY ALTA CURVEE-260 HAVEN/ARROW:248 FUTURE PROJECTS TOTAL
PLANNED UNITS 867 193 131 260 248 1,881 3,580
2022 208 N/A N/A N/A N/A N/A 208
2023 284 25 11 N/A N/A N/A 320
2024 250 100 90 60 0 0 500
2025 125 68 30 150 127 0 500
2026 0 0 0 50 121 329 500
2027 0 0 0 0 0 500 500
2028 0 0 0 0 0 500 500
2029+0 0 0 0 0 552 552
TOTAL 867 193 131 260 248 1,881 3,580
Page 905
V. CURRENT STATE OF WAREHOUSE/DISTRIBUTION MARKET IN RANCHO CUCAMONGA
THE CHARACTERISTICS OF THE RANCHO CUCAMONGA (RC) INDUSTRIAL MARKET ARE NOW DISCUSSED, AND COMPARED TO THOSE OF THE INLAND
EMPIRE (IE) AS A WHOLE.
WHILE WAREHOUSE/DISTRIBUTION (W/D) REPRESENTS THE MAJOR COMPONENT OF THE INDUSTRIAL PROPERTY DESCRIPTION, IT ALSO INCLUDES
SOME MANUFACTURING AND RESEARCH DEVELOPMENT AS WELL.
HOWEVER, SINCE THE SAME INDUSTRIAL METRICS ARE UTILIZED FOR BOTH THE INLAND EMPIRE (IE) AND RANCHO CUCAMONGA (RC) GEOGRAPHIC
AREAS, THEN COMPARISONS BETWEEN THEM ARE MEANINGFUL.
THE CURRENT VACANCY RATE AMOUNTS TO 3.5% FOR RC AND 4.87% FOR IE; A YEAR AGO FOR RC WAS 1.6%
THE CURRENT ASKING LEASE RATE AMOUNTS TO $1.75/SQ.FT. FOR RC AND $1.41/SQ.FT. FOR IE; ABOUT A YEAR AGO RC WAS $1.50/SQ.FT
THE HIGHER LEASE RATE REFLECTS THE LEASE UP ON NEWLY CONSTRUCTED BUILDINGS
44
1.6%
3.5%
0%
1%
1%
2%
2%
3%
3%
4%
4%
2022 Q4 2023 Q4
I
V
A
C
A
N
C
Y
R
A
T
E
RECENT VACANCY RATE TRENDS FOR WAREHOUSE/DISTRIBUTION
SPACE IN RANCHO CUCAMONGA
$1.50
$1.75
$1.35
$1.40
$1.45
$1.50
$1.55
$1.60
$1.65
$1.70
$1.75
$1.80
2023 Q1 2023 Q4
L
E
A
S
E
R
A
T
E
/
S
Q
.
F
T
.
RECENT LEASE RATE TRENDS FOR WAREHOUSE/DISTRIBUTION
SPACE IN RANCHO CUCAMONGA
Page 906
THE TOTAL NUMBER OF BUILDINGS AMOUNTS TO 749 FOR RC AND 8,851 FOR THE IE.; RC HAS A SHARE OF 8.5%
THE AMOUNT OF SPACE AMOUNTS TO 43,128,230 SQ.FT. FOR RC AND 660,295,978 SQ.FT. FOR IE; RC HAS A SHARE OF 6.5%
THE AMOUNT OF SPACE UNDER CONSTRUCTION AMOUNTS TO 761,687 FOR RC AND 27,449,208 FOR I.E: RC HAS A SHARE OF 2.7%
THE RECENT GROSS ABSORPTION AMOUNTS TO 2,978,129 FOR RC AND 12,391,000 FOR I.E: RC HAS A SHARE OF 24%
12434- 4TH STREET WAREHOUSE/DISTRIBUTION WITH TWO BUILDINGS HAS 2,000,000 SQ.FT. THAT HAVE BEEN LEASED!
THE NAPA/ETIWANDA WAREHOUSE/DISTRIBUTION WITH 651,000 SQ.FT. HAS BEEN BUILT AND IS BEING LEASED
2,000,000
651,000
0
500,000
1,000,000
1,500,000
2,000,000
2,500,000
NEWLY LEASED BUILT-LEASING
B
U
I
L
D
I
N
G
S
Q
.
F
T
.
RECENT OCCUPANCY AND COMPLETION OF WAREHOUSE/DISTRIBUTION
SPACE IN RANCHO CUCAMONGA
45
Page 907
Resume: Joseph T. Janczyk, Ph.D.
President of Empire Economics
Education: University of California, Riverside, Ph.D. in Economics, Completed in 1976
Specializations in Urban Economics, Mathematical Modeling and Econometric Analysis
State University of New York at Buffalo, Bachelors, Completed in 1970
Dual Majors: Economics and Psychology
Prior Employment: California State University, Tenured Economics Professor: 1976-1985
Courses Taught: Microeconomics, Macroeconomics, Urban Economics, Regional,
Computer Modeling, Econometrics, among others
Empire Economics: Chairman and President: 1986-Present
•Perform Independent Real Estate Consulting Services Primarily for Land Secured Financings
•Work for Public Entities including Counties, Cities, School Districts and Water Districts
•Long-term Relationships with Many Clients, 25+ years
•Well Established Relationships with Numerous Professionals in the Municipal Finance Industry
•Performed 500+ Studies on behalf of Public Entities for $15B+ in municipal financing
oLand Secured Financings for Planned Communities, Business Parks and Retail Centers
for 400+ CFDs/ADs for $7.5B bonds
Price Point Study – Establish Special Taxes that conform to public entities’ policies
Market Absorption Studies - Provide timelines for phasing infrastructure
Homeowner Equity Studies and Forecasts of Assessed Values
Economic Forecasting Studies: Forecast Employment and Housing Demand
•Socioeconomic Studies Orange County Transportation Corridors: 2 studies $2.75B bonds
oDesignated as Municipal Bond Issue of the Year for 1999
oRating Agency and Bond Insurer Presentations – Trips to New York City
•Mortgage Revenue Bond Issues: Lower Mortgage Rates 50+ studies for $1.7B bonds
•Other Municipal Bond Issues: 35+ studies $2B+ bonds; Certificates of Participation, others
•Forthcoming Bond Issues: 25+ studies for $400M+ future bond sales
Industry Contributions – Regular Speaker/Panelist at Following Events:
•State Treasurer, Mr. John Chiang: Council of Economic Advisors: January 2015 – December 2018
oBi-annual meetings and published articles in the Treasurer’s Newsletter, Intersections
•UCLA Municipal Bond Financing Seminars (10+ times, as Featured Speaker)
•Bond Buyer Conference
•League of Cities
•Municipal Bond Industry Association
•Best Practices for Continuing Disclosure
•Appraisal Standards for Land Secured Financing by CDIAC
•Meetings with Municipal Bond Funds
Dedicated to Public Sector: Certifications Provided in each Study:
Empire has not performed any consulting services for the CFD/AD property owners nor the developers/builders, during the past thirty years.
•Empire will not perform any consulting services for the CFD/AD property owners nor the developers/builders, during the next five years. 46
Page 908
CITY OF RANCHO CUCAMONGA
ANNUAL ECONOMIC AND HOUSING STUDY
ADDENDUM I
ADDITIONAL BACKGROUND ON RANCHO CUCAMONGA
FORECASTED EMPLOYMENT GROWTH BY SECTOR
PREPARED BY
EMPIRE ECONOMICS, INC.
JOSEPH T. JANCZYK, PH.D.
MAY 28, 2024
1
Attachment 2
Page 909
Methodology
•Overall, for 2024-F to 2030-F, the total nonfarm Rancho Cucamonga employment is calculated as the sum of the 14 sectors (plus a small residual employment not captured in these). The forecast is without the high speed rail and reflects total nonfarm employees by firms located in the city
•From 2018-2023-est., total nonfarm employment grew about 1.5% per year and it is expected to range per year starting from 3.2% per year and declining 1.7%-1.9% per year for 2024 / 2023-Est.to 2030-F / 2029-F.
•Most of the 14 sectors are expected to grow from 2023-Est. to 2030-F at the 2018-2023-Est. average change per year with 5 exceptions as follows:
•For the three sectors (real estate, education, and admin)with the three highest positive gross 2018-2023-Est. average annual rate change, these were slightly moderated ---(real estate 7%/yr. down to 4%/yr.), (education 7%/yr. down to 5%/yr.), and (admin 8%/yr. down to 6%/yr.) respectively ---to account for unusually high growth over this time period.For forecasting, this regresses the biggest outliers closer to the mean via a more conservative approach.
•For management, given its lower base amount,as it gets closer to minimum base level, it’s forecast to decline much more slowly (from -13% to -3%). This regresses the highest negative outlier closer to the mean via a more conservative approach.
•For transportation and warehousing, the additional expected warehousing growth gross numbers were added in (an additional 2,800 jobs in total), and this was given a base rate closer to flat (-5%/yr. up to 10%/yr.).
Page 910
Total Employment and Growth by Year
•Collectively, total employment is expected to rise ~12,800 from 2023-Est. to 2030-F
•Forecasted total employment is the sum of the forecasted growth of the 14 primary sectors plus a small residual of the others
•Overall, growth per year is expected to moderate from 3.2% in 2024-F / 2023-Est. down to a range of 1.7-1.9% for 2027-F-2030-F
•Note: all forecasts are without the high speed rail and reflect total nonfarm employees by firms located in the city
7
4
,
5
5
0
7
5
,
3
6
9
6
8
,
0
4
0
7
2
,
1
2
2
7
8
,
3
8
8
7
9
,
4
1
3
8
1
,
9
4
3
8
4
,
0
1
1
8
5
,
8
9
8
8
7
,
3
2
2
8
8
,
8
4
7
9
0
,
4
7
7
9
2
,
2
1
6
0
20,000
40,000
60,000
80,000
100,000
120,000
2
0
1
8
2
0
1
9
2
0
2
0
2
0
2
1
2
0
2
2
2
0
2
3
-
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s
t
.
2
0
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2
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2
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6
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2
0
2
7
-
F
2
0
2
8
-
F
2
0
2
9
-
F
2
0
3
0
-
F
CITY OF RANCHO CUCAMONGA: RECENT/EXPECTED
LEVELS OF EMPLOYMENT BY FIRMS LOCATED IN THE CITY
FOR 2018-2030-F
WITHOUT HIGH SPEED RAIL
1
.
1
%
-
9
.
7
%
6
.
0
%
8
.
7
%
1
.
3
%
3
.
2
%
2
.
5
%
2
.
2
%
1
.
7
%
1
.
7
%
1
.
8
%
1
.
9
%
-15%
-10%
-5%
0%
5%
10%
2
0
1
9
/
2
0
1
8
2
0
2
0
/
2
0
1
9
2
0
2
1
/
2
0
2
0
2
0
2
2
/
2
0
2
1
2
0
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3
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s
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.
/
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-
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/
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3
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t
.
2
0
2
5
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F
/
2
0
2
4
-
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2
0
2
6
-
F
/
2
0
2
5
-
F
2
0
2
7
-
F
/
2
0
2
6
-
F
2
0
2
8
-
F
/
2
0
2
7
-
F
2
0
2
9
-
F
/
2
0
2
8
-
F
2
0
3
0
-
F
/
2
0
2
9
-
F
CITY OF RANCHO CUCAMONGA: TOTAL EMPLOYMENT
CHANGE PER YEAR OVER PRIOR YEAR THROUGH 2030 FORECASTED
WITHOUT HIGH SPEED RAIL
Page 911
Forecasted Change for the Historically Most Stable Sectors
•Least volatile: From 2018-2023, nine sectors changed between -4% and +5% per year (four sectors declining and five sectors rising)
•Continuance of trend expected: The growth rates for 2018-2023-Est. are expected to continue for 2023-Est.-2030-F
•Collectively, these are expected to add over 3,000 jobs through 2030-F
-3.7%
-3.1%
-1.7%-1.5%
1.2%
2.7%2.8%
3.8%
4.5%
-3.7%
-3.1%
-1.7%-1.5%
1.2%
2.7%2.8%
3.8%
4.5%
-4%
-3%
-2%
-1%
0%
1%
2%
3%
4%
5%
Manufacturing Finance &
Insurance
Retail Trade Construction Accommod. &
Food
Health Care &
Social Assist.
Government Prof., Scientific
& Tech.
Wholesale
Trade
CITY OF RANCHO CUCAMONGA: SECTOR EMPLOYMENT CHANGE/YEAR
FOR 2018 TO 2023-Est. AND 2023-Est. TO 2030-F FOR THE HISTORICALLY
MORE STABLE SECTORS W/2018-23-Est. CHANGE/YR. FROM -4% TO +5%
WITHOUT HIGH SPEED RAIL
2018-2023 Est.
Avg. Change/Yr.
2023 Est.-2030-F
Avg. Change/Yr.
0
10,000
20,000
30,000
40,000
50,000
60,000
70,000
2
0
1
8
2
0
1
9
2
0
2
0
2
0
2
1
2
0
2
2
2
0
2
3
-
E
s
t
.
2
0
2
4
-
F
2
0
2
5
-
F
2
0
2
6
-
F
2
0
2
7
-
F
2
0
2
8
-
F
2
0
2
9
-
F
2
0
3
0
-
F
CITY OF RANCHO CUCAMONGA: RECENT/EXPECTED
LEVELS OF EMPLOYMENT BY HISTORICALLY MORE STABLE SECTORS
WITHOUT HIGH SPEED RAIL
Finance & Insurance
Professional, Scientific, Tech.
Construction
Manufacturing
Wholesale Trade
Retail Trade
Health Care & Social Assist.
Accommodation & Food
Government
Page 912
Forecasted Change for Sectors for the Historically Larger Changing Sectors
The five sectors with the historically largest annual changes (-13% to -5% or +7-8% from 2018-2023-Est.) had customized forecasts:
•Management: Expected to have more moderate declines as reaches closer to a "floor“ minimum (just ~300 in 2023-Est.)
•Transportation and Warehouse: Additional growth of +2,800 jobs forecasted on top of a structurally positive shift in base growth
•Real estate, education, and administrative: highest growth sectors expected to conservatively regress closer to the mean
•Collectively, these five sectors are expected to add over 9,000 jobs through 2030-F
-13%
-5%
7%7%8%
-3%
10%
4%5%6%
-15%
-10%
-5%
0%
5%
10%
15%
Management of
Companies
Transportation &
Warehousing
Real Estate,
Rental, Leasing
Educational
Services
Administrative &
Support
CITY OF RANCHO CUCAMONGA: RECENT/EXPECTED LEVELS OF EMPLOYMENT BY
FIRMS LOCATED IN THE CITY FOR THE HISTORICALLY LARGEST CHANGING
SECTORS W/2018-23-Est. CHANGE/YR. OF -5% OR MORE OR INCREASES OF 5%+
WITHOUT HIGH SPEED RAIL
2018-2023 Est.
Avg. Change/Yr.
2023 Est.-2030-F
Avg. Change/Yr.
0
5,000
10,000
15,000
20,000
25,000
30,000
2
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CITY OF RANCHO CUCAMONGA: RECENT/EXPECTED
LEVELS OF EMPLOYMENT BY HISTORICALLY LARGEST CHANGING SECTORS
WITHOUT HIGH SPEED RAIL
Management of
Companies
Educational Services
Real Estate, Rental,
Leasing
Transportation &
Warehousing
Administrative &
Support
Page 913
Prior and Forecast Sector Growth Composition Change
2018 to 2030-F:
(+) Highest share gains:
-Administrative and
support services (+8%)
-Transportation and
warehousing (+2%)
-Wholesale (+2%)
(-) Greatest share losses:
-Manufacturing (-6%)
-Retail trade (-4%)
-Construction (-3%)
-Finance and Insurance (-2%)
Note: Changes rounded to nearest %
13%10%7%
13%13%
12%
12%13%
13%
12%10%
8%
10%14%
18%
8%7%6%
8%9%
9%
6%4%7%
6%7%8%
5%4%3%
4%5%6%
2%2%3%1%<1%<1%1%1%1%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2
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F
CITY OF RANCHO CUCAMONGA: RECENT/EXPECTED
LEVELS OF EMPLOYMENT BY FIRMS LOCATED IN THE CITY
SECTOR NONFARM SHARE FOR 2018, 2023-Est., AND 2030-F
WITHOUT HIGH SPEED RAIL
Educational Services
Management of Companies
Real Estate, Rental, Leasing
Professional, Scientific, Tech.
Finance & Insurance
Wholesale Trade
Transportation & Warehousing
Health Care & Social Assist.
Construction
Administrative & Support
Retail Trade
Government
Accommodation & Food
Manufacturing
Page 914
1
PREPARED
BY
EMPIRE ECONOMICS, INC.
JOSEPH T. JANCZYK, PH.D.
FEBRUARY 26, 2024
(REVISED RIDERSHIP NUMBERS: MAY 28, 2024)
BRIGHTLINE WEST HIGH SPEED RAIL
ECONOMIC IMPACTS
AND
POTENTIAL NEARBY DEVELOPMENT OPPORTUNITIES
Attachment 3
Page 915
TABLE OF CONTENTS
INTRODUCTION……………………………………………………………………………………………………………………….........................................3
KEY CONCEPT #1 OVERVIEW OF POTENTIAL OPPORTUNITIES FOR RANCHO CUCAMONGA FROM BW-HSR
KEY CONCEPT #2 CRITICAL COMPONENTS: ESSENTIALS, ENTICEMENT, AND EXPANSION
KEY CONCEPT #3 CRITICAL QUESTIONS TO BE RESEARCHED/ANSWERED
PART I
ECONOMIC-EMPLOYMENT IMPACTS OF BRIGHTLINE WEST HIGH SPEED RAIL…………………….………….................................................8
CONSTRUCTION PHASE 2024-2028
OPERATION OF THE STATION 2028+
PART II
POTENTIAL DEVELOPMENT OPPORTUNITIES AT THE RANCHO CUCAMONGA STATION FROM LAS VEGAS VISITORS
COMING TO SOUTHERN CALIFORNIA FOR TOURISM ACTIVITIES………………………………………………………………………….……..14
A.OVERVIEW OF INTERNATIONAL HIGH-SPEED RAIL AND THEIR RECREATIONAL DESTINATIONS..
B.CHARACTERISTICS OF BRIGHTLINE HIGH SPEED RAIL – FLORIDA
C. OVERVIEW OF DOMESTIC RAIL WITH RECREATIONAL DESTINATIONS
D.EXAMPLE OF AN AIRPORT TERMINAL OFFERING EXTENSIVE AMENITIES: PORTLAND AIRPORT
E. SUMMARY OF KEY POTENTIAL COMPONENTS OF THE RC-STATION
F.RC STATION AREA – CURRENTLY LACK OF AMENITIES REQUIRES NEW DEVELOPMENT AND/OR SHUTTLE SERVICE
G. RANCHO CUCAMONGA AS A GATEWAY TO SOUTHERN CALIFORNIA ATTRACTIONS
H. POTENTIAL NUMBER OF VISITORS FROM LAS VEGAS COMING TO THE BW-HSR STATION FOR TOURISM
I. ECONOMIC BENEFITS OF RAIL – POTENTIAL REAL ESTATE PREMIUMS
PART III
CONCLUSIONS AND RECOMMENDATIONS……………………………………………………………………………………………………...............…33
SUPPLEMENTAL REMARKS POTENTIAL OTHER SOURCES OF DEMAND FOR BW-HSR RC-STATION………………………………......…..34
APPENDIX A: INTERNATIONAL HIGH SPEED RAIL EXAMPLES…………………………………………………………………………………….....35
APPENDIX B: DOMESTIC RAIL STATION EXAMPLES.……………………………………………………………………………………………….......45
2
Page 916
INTRODUCTION
KEY CONCEPT #1 OVERVIEW OF POTENTIAL OPPORTUNITIES FOR RANCHO CUCAMONGA
FROM BRIGHTLINE WEST HIGH SPEED RAIL
3
There are significant short-term employment/economic benefits for Rancho Cucamonga (RC) from construction of the Brightline West High Speed Rail (BW-HSR).
However, the long-term benefit for RC is the potential for being not only a launching point for Southern California (SC) visitors going to Las Vegas (LV)
but furthermore a receiving point for LV visitors coming to SC for tourism activities which will ramp over time.
Based on extensive international research, High Speed Rail (HSR) can and will likely promote two-way tourism.
•Empire Economics (Empire) estimates that there may be some 560,000 annually that use BW-HSR from LV to the RC-Station to visit Southern California.
•Of these, an estimated 60,500 annually may decide to use accommodations near the RC-Station as the launching point base for their SC tourism activities.
The RC-Station and its tourism aspects need to be carefully orchestrated to capture the benefits of the BW-HSR.
•Given that tourists from Las Vegas will also be flowing to SC through the RC-Station, the City can now start to formulate a strategic plan to identify relevant
types of developments in the vicinity of the station.
•The RC-Station is not in a traditional urban area or in close proximity to RC’s existing restaurants, lodging, retail, etc.
•So, the relevant types of development need to be constructed and/or connected with the existing RC’s amenities. It may take time for demand to ramp-up.
•Current land uses in the area may have to be rethought/rezoned to best capture this new asset for RC.
•Typical amenities such as a hotel, parking, lounge and some retail are key to success as well as connecting to other retail in the area, perhaps by a shuttle.
•Being seen as a “node” or gateway to the Southern California area will be crucial to attracting residents from LV coming to SC for tourism, using the HSR.
•Many cities in the Inland Empire, Orange County and Los Angeles areas should have a vested interest in using RC as a hub for tourists/visitors from LV.
The success of such a strategic plan is based upon some critical fundamental conditions:
•Brightline West HSR starting at a projected level of some 6M passenger trips annually.
(Each trip means a person traveling from a departure station to their destination station.)
•HSR prices being competitive with alternative modes of transportation such as air, car and bus.
•Furthermore, travelers in addition to the direct travel costs, are also likely to consider BW-HSR offering an exciting mode of transit!
•Relevant products/services being promoted and providing positive consumer experiences.
Page 917
4
PASSENGER TOURISM OCCURS IN BOTH DIRECTIONS
SOUTHERN CALIFORNIA VISITORS TO LAS VEGAS- MAJORITY
ALSO LAS VEGAS VISITORS TO SOUTHERN CALIFORNIA
Page 918
5
ESSENTIALS: BRIGHTLINE HAS EXPERTISE FROM BRIGHTLINE FLORIDA HIGH SPEED RAIL (BF-HSR)
•Basic operations: staff, ticketing kiosks, ticketing office, seats, arrival time with/without baggage, restrooms, elevator and vending
machines. Technology/Financial: ATM, Wi-Fi, QSR
•Amenities: metropolitan lounge, convenience store, coffee shops, bar, and cultural events.
•Connections: Transportation hub - connections to other rail as well as car rental, Uber and shuttles.
•BW-HSR coach design is expected to include white and blue interiors, roomy seating and WiFi.
•Although BW-HSR will compete with alternative modes of transportation, the BW-HSR module has appeal as an exciting adventure.
ENTICEMENT: PASSENGERS ENJOY SPENDING TIME AT STATION AND EXCITED ABOUT TRIP TO LV
Collaboration Between Brightline and Rancho Cucamonga via amenities at Station and accessible via Shuttle
•Restaurants: local eateries, wine tasting, fast food, coffee shops, brew pubs, and sit down restaurants
•Potential amenities: shopping at micro-store, kiosks, art exhibits, fitness area quiet spaces, and spa services.
•Cultural Options: such as short movies, craft fairs, art exhibits, thematic events, live music, etc.
EXPANSION: RANCHO CUCAMONGA: VISITORS FROM LAS VEGAS – DEVELOP TOURISM FACILITIES
•Enhanced Transit Hub: Accessibility to Amtrack, Uber, bus, and car rentals. Visitor Information Center.
•Initially - During the BW-HSR ramp-up process: Shuttle access to nearby hotels, restaurants and shopping
•Passengers 6M-Threshold Future Nearby Development: Hotel accommodations Sit-down restaurants Shopping
BW-HSR expects to start with 6,000,000 passengers - estimate about 60,500 visitors to SC from LV to start and then ramp-up.
KEY CONCEPT #2
CRITICAL COMPONENTS: ESSENTIALS, ENTICEMENT, AND RIDERSHIP EXPANSION
Page 919
6
KEY CONCEPT #2
CRITICAL COMPONENTS: RIDERSHIP EXPANSION DETAILS
PLEASE NOTE THAT THE CITY OF RC PROVIDED WITH ANNUAL RIDESHIP NUMBERS (MILLON) FROM BRIGHTLINE.
•IN YR. 1, TRAFFIC IS EXPECTED TO START AT 6M IN TERMS OF RIDERSHIP WITH 1/3 OF THE TRAINS RUNNING.
•IN YR. 4, TRAFFIC IS EXPECTED TO BE 8M IN TERMS OF RIDERSHIP WITH 2/3 OF THE TRAINS RUNNING.
•IN YR. 8, TRAFFIC IS EXPECTED TO BE 8.9M IN TERMS OF RIDERSHIP WITH MOST OF THE TRAINS ANTICIPATED NEEDED.
•STARTING IN YR. 11, CAPACITY WILL INCREASED.
PLEASE NOTE THESE ESTIMATED TRAFFIC FIGURES ARE RELATIVELY HIGH ANNUAL RIDERSHIP COUNTS FOR US BASED RAIL SERVICE.
Page 920
KEY CONCEPTS #3:
CRITICAL QUESTIONS TO BE RESEARCHED/ANSWERED
7
Below are some of they key questions that Empire addressed in relation to BW-HSR and the City of RC:
How will the BW-HSR construction and operation phases impact the City’s employment growth?
What insights does international HSR, domestic rail, Brightline Florida, and other transportation hubs provide for BW-HSR?
What types of RC-Station amenities can be supported by LV tourism visitors, including hotels, restaurants, and retail among others?
How can the RC-Station serve as a launching point for LV visitors going to various tourist destinations in Southern California?
How many LV visitors that come to the RC-Station are likely utilize RC as their embarkation point for SC tourism?
How would such ancillary developments impact property values in the vicinity of the RC-Station?
Finally, what is a hypothetical timeline for the development of nearby amenities, based upon BW-HSR passenger ramp -up?
Initially: During the BW-HSR ramp-up process, shuttles.
Future: When passengers 6M-threshold attained, then nearby development.
Caveats and Limiting Conditions
Empire Economics (Empire), in the process of performing this research has made best efforts to collaborate with the City to compile
information on the BW-HSR economic/employment impacts as well as the specific features of the RC-Station.
However, since such information is limited at this time, Empire utilized plausible but conservative assumptions; these are subject to
revision as more information becomes available and will change over time as HSR usage becomes more commonplace.
Page 921
8
PART I
ECONOMIC-EMPLOYMENT IMPACTS OF BRIGHTLINE WEST HIGH SPEED RAIL
CONSTRUCTION AND OPERATION
LOOKING FORWARD, THE HIGH SPEED RAIL IS EXPECTED TO HAVE SEVERAL DIRECT IMPACTS ON EMPLOYMENT:
#1) CONSTRUCTION WORKERS
- APPROXIMATELY 1,900 JOBS
- UNION LABOR: HIGHER PAYING JOBS IN CONSTRUCTION SECTOR
- TIMING: “TEMPORARY” POSITIONS STARTING IN MID-2024 AND CONTINUING THROUGH LATTER 2028
#2) OPERATIONS WORKERS
- APPROXIMATELY 275 JOBS
- LOWER COST LABOR: ADMINISTRATIVE AND SUPPORT SERVICES
- TIMING: PERMANENT POSITIONS STARTING IN 2029 AND CONTINUING THEREAFTER
FURTHERMORE, THE HIGH SPEED RAIL IS EXPECTED TO HAVE INDIRECT IMPACTS ON EMPLOYMENT:
#3) SUPPORT SERVICE JOBS WILL BE GENERATED
- THESE ARE SECTORS IN WHICH JOBS ARE ADDED TO SUPPORT CORE SECTORS ABOVE
- THESE ARE A MULTIPLIER EFFECT – FOR EVERY 1 CORE JOB ADDED, ABOUT AN ADDITIONAL 0.7 SUPPORT JOBS
- MULTIPLE EFFECT of 0.7 IS BASED ON 2023 RATIO OF SUPPORT (~32K) TO CORE (~47K) SECTOR JOBS
- THESE POSITIONS WILL BE SPREAD ACROSS VARIOUS SUPPORT SECTORS, EDUCATION AND HEALTHCARE
CRITICAL LONG-TERM INSIGHT:
THE NEAR TERM BW-HSR CONSTRUCTION/SUPPORT SECTOR JOBS DURING 2024-LATTER 2028 ARE TEMPORARY
THE OPERATIONAL/SUPPORT JOBS ARE EXPECTED TO START IN 2029 AND CONTINUE THEREAFTER
THE RC-STATION AMENITY RELATED JOBS WHEN THE 6M PASSENGER THRESHOLD IS ATTAINED, CONTINUES THEREAFTER
Page 922
RANCHO CUCAMONGA - RECENT AND FORECASTED AGGREGATE LEVELS OF EMPLOYMENT
(2000-2023-EST. RECENT & 2024-2030 FORECAST) *WITH HIGH SPEED RAIL*
•FOLLOWING THE DECLINE IN 2020, EMPLOYMENT INCREASED BY ~4,100 IN 2021 AND BY ~6,800 IN 2022 TO EXCEED ITS PRE-COVID LEVEL
•IN 2023, EMPLOYMENT IS ESTIMATED TO HAVE INCREASED BY ~500 JOBS, A MORE MODERATE GROWTH RATE
•WITH HSR, EMPLOYMENT IN THE CITY OF RC IS EXPECTED TO RISE BY ~13,000 FROM 2023-EST. TO 2028 TO REACH ~92,000 IN 2028 AND
~92,700 IN 2030
9
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CITY OF RANCHO CUCAMONGA: RECENT/EXPECTED
LEVELS OF EMPLOYMENT BY FIRMS LOCATED IN THE CITY
*WITH HIGH SPEED RAIL*
Page 923
10
RANCHO CUCAMONGA - RECENT AND FORECASTED LEVELS OF EMPLOYMENT
CHANGE BY YEAR (2000 – 2030 FORECASTED)
•HISTORICALLY, EMPLOYMENT HAS GONE THROUGH MAJOR CYCLES BASED ON MACROECONOMIC CONDITIONS
•MAJORITY OF YEARS HAVE HAD GROWTH ACROSS THREE MAJOR TIME PERIODS: 2001-2006, 2011-2016, AND 2021-2023
•SEVERAL TIME PERIODS WITH SLOW DOWNS HAVE OCCURRED AS WELL: 2007-2010 AND 2019-2020
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CITY OF RANCHO CUCAMONGA:
ANNUAL CHANGE IN EMPLOYMENT BY FIRMS LOCATED IN THE CITY
*WITH HIGH SPEED RAIL*
Page 924
11
RANCHO CUCAMONGA - RECENT AND FORECASTED LEVELS OF EMPLOYMENT BY TYPE
(2023-EST. RECENT TO 2030 FORECAST)
•HIGH SPEED RAIL PROVIDES DIRECT AND INDIRECT GROWTH:
•TEMPORARY FOR CONSTRUCTION POSITIONS – 1,900 TOTAL (STARTING IN 2024 AND ENDING IN 2028)
•SUSTAINING LONG TERM OPERATIONS HIGH SPEED RAIL ADMIN/SUPPORT SERVICES – 275 TOTAL STARTING IN 2029
•FURTHER GROWTH: HIGH SPEED GENERATES OTHER SUPPORT SECTOR JOBS AT A MULTIPLER OF AN ADDITIONAL 0.7 PER RAIL JOB
•ACCELERATING EMPLOYMENT GROWTH INITIALLY BASED ON HISTORICAL RATIO OF SUPPORT/CORE SECTORS
•BUT THEN LOSS OF TEMPORARY JOBS MODERATES EMPLOYMENT IN LATER 2029, THEN BASELINE GROWTH BASED CONTINUES
75,000
79,000
83,000
87,000
91,000
95,000
2023-Est.2024-F 2025-F 2026-F 2027-F 2028-F 2029-F 2030-F
CITY OF RANCHO CUCAMONGA: ANNUAL CHANGE IN EMPLOYMENT BY
FIRMS LOCATED IN THE CITY BY TYPE
(2023-EST TO 2030-FORECAST) -*WITH HIGH SPEED RAIL*
TOTAL NONFARM - BASELINE GROWTH BASED HIGH SPEED RAIL - CONSTRUCTION
HIGH SPEED RAIL - OPERATIONS (ADMIN AND SUPPORT)HIGH SPEED RAIL - ALL SUPPORT SECTORS
THIS GRAPH DOES NOT
CURRENTLY INCLUDE
ADDITIONAL EMPLOYMENT
THAT WOULD BE
GENERATED BY THE
DEVELOPMENT OF
RESTAURANTS, HOTELS AND
OTHER FACILITIES IN THE
VICINITY OF THE RC STATION
Page 925
12
RANCHO CUCAMONGA - RECENT AND FORECASTED LEVELS OF EMPLOYMENT BY SECTOR
(2023-EST. RECENT TO 2030 FORECAST)
MOST OF RANCHO CUCAMONGA SECTORS ARE FORECASTED TO FOLLOW HISTORICAL GROWTH TRENDS.
•TRANSPORTATION & WAREHOUSING IS EXPECTED TO GROW AT A FAST RATE, POTENTIALLY DOUBLING IN SIZE.
•CORE SECTORS EXPECTED TO GROW ARE ADMINISTRATIVE & SUPPORT SERVICES AND ACCOMMODATION & FOOD SERVICES.
•HOWEVER, MANUFACTURING AND RETAIL TRADE ARE EXPECTED TO DECLINE.
-2,000
0
2,000
4,000
6,000
8,000
10,000
12,000
14,000
16,000
CITY OF RANCHO CUCAMONGA: CHANGE IN EMPLOYMENT BY FIRMS
LOCATED IN THE CITY BY SECTOR (2023-EST. TO 2030-FORECAST)
*WITH HIGH SPEED RAIL*
YEAR 2023 - EST.YEAR 2030 - FORECAST 2023 TO 2030 CHANGE
Page 926
13
RANCHO CUCAMONGA - RECENT AND FORECASTED LEVELS OF EMPLOYMENT BY SECTOR
(2030 FORECAST VS. 2023-EST. RECENT)
•TOTAL NONFARM BASELINE GROWTH EXPECTED TO RISE / FALL BY SECTOR, INCLUDING WAREHOUSING, THAT MAKE UP AGGREGATE
•SECTOR WITH BIGGEST JOB ADDITIONS 2030 VS. 2023-EST.: ADMINISTRATIVE & SUPPORT SERVICES GAINING +5,457 JOBS
•SECTOR WITH BIGGEST JOB LOSES 2030 VS. 2023-EST.: MANUFACTURING LOSING -1,814 JOBS
PLEASE NOTE THAT THIS INCLUDES THE IMPACT OF AUTOMATION
•CONSTRUCTION SECTOR BENEFITS FROM BW-HSR FROM 2024-2028, BUT TEMPORARY; OPERATIONS SECTOR 2029+ JOBS CONTINUE
5,457
3,183
2,101
1,821
1,415
1,167
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110
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-538
-572
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-3,000 -1,000 1,000 3,000 5,000 7,000
Administrative & Support Services
Transportation & Warehousing
Government
Wholesale Trade
Health Care & Social Assistance
Professional, Scientific & Technical Services
Real Estate & Rental & Leasing
Accommodation & Food Services
Educational Services
Information
Arts, Entertainment & Recreation
Other Services
Management of Companies & Enterprises
Finance & Insurance
Construction
Retail Trade
Manufacturing
RANCHO CUCAMONGA: CHANGE IN LEVELS OF EMPLOYMENT
FROM 2023-EST. TO 2030 FORECAST BY ECONOMIC SECTOR
*WITH HIGH SPEED RAIL*
Page 927
PART II
POTENTIAL DEVELOPMENT OPPORTUNITIES AT THE RANCHO CUCAMONGA STATION
FROM LAS VEGAS VISITORS COMING TO SOUTHERN CALIFORNIA FOR TOURISM ACTIVITIES
14
A.OVERVIEW OF INTERNATIONAL HIGH-SPEED RAIL AND THEIR RECREATIONAL DESTINATIONS
B.CHARACTERISTICS OF BRIGHTLINE HIGH SPEED RAIL – FLORIDA
C. OVERVIEW OF DOMESTIC RAIL WITH RECREATIONAL DESTINATIONS
D. EXAMPLE OF AN AIRPORT TERMINAL OFFERING EXTENSIVE AMENITIES: PORTLAND AIRPORT
E. SUMMARY OF KEY POTENTIAL COMPONENTS OF THE RC-STATION
F.RC STATION AREA – CURRENTLY LACK OF AMENITIES REQUIRES NEW DEVELOPMENT AND/OR SHUTTLE SERVICE
G. RANCHO CUCAMONGA AS A GATEWAY TO SOUTHERN CALIFORNIA ATTRACTIONS
H. POTENTIAL NUMBER OF VISITORS FROM LAS VEGAS COMING TO THE BW-HSR STATION FOR TOURISM
I. ECONOMIC BENEFITS OF RAIL – POTENTIAL REAL ESTATE PREMIUMS
Page 928
A. OVERVIEW OF INTERNATIONAL HIGH-SPEED RAIL
AND THEIR RECREATIONAL DESTINATIONS
15
EMPIRE IDENTIFIED ELEVEN INTERNATIONAL HIGH SPEED RAIL PROJECTS THAT ARE RECREATION ORIENTED.
OF THESE , SIX THAT ARE REGARDED AS BEING THE MOST COMPARABLE; THEIR CHARACTERISTICS ARE AS FOLLOWS:
(NOTE: PASSENGER FIGURES REFLECT POST-COVID LEVELS WHICH ARE 40%-60% OF PRE-COVID LEVELS AND GROWING)
THE BW-HSR;S DESTINATION IS LAS VEGAS WHICH HAS A SIGNIFICANTLY MORE RECREATIONAL AMENITIES
THAN OTHER HSR DESTINATIONS.
ABOUT 4.2 MILLION VISITORS FROM CALIFORNIA ANNUALLY WITH ANNUAL CASINO REVENUES OF $8 BILLION
-ALONG WITH 150,000+ HOTEL ROOMS, AND 2,700+ RESTAURANTS.
High-speed
Rail Line Country Departure
City
Destination/
Recreation Center
Estimated
Annual
Ridership
(Millions)
Distance
(miles)
Departure Station
Amenities
Promotes
Tourism:
Departure&
Destination
Key Learning #1 Key Learning #2
1. TGV France Paris Disneyland Paris 10 28
Restaurants hotels,
historical sites, office,
space
Yes HSR boosts tourism
to Disneyland
HSR can be a node to
surrounding areas
2. Eurostar UK London Disneyland Paris 11 307
Luxury, shopping
dinning, hotels,
residential apartments
Yes Decreased air travel More consistency
in retail
3. Alta Spain Madrid Seville (historic area)3.2 329
Restaurants, hotels,
shopping centers,
botanical garden
Yes Promotes tourism Cultural/other nearby
destinations help drive
4. Frecciarossa Italy Rome Florence (art/history)10 171 Restaurants, shops,
hotels, apartments Yes Used as a node Ticket prices have
caused low adoption
5. Shinkansen Japan Tokyo Mount Fuji area 13 78 Restaurants, shopping
areas, hotels, offices Yes Increased tourism
with impact in Yr. 1
Travel mix shifts over
Time
6. CHR/CR China Beijing Great Wall at Badaling 10 50
Restaurants, hotels,
retailers, residential
towers
Yes
Important that
destination be a
node/or gateway
Local tourism important
to ongoing success
Page 929
16
MAP OF INTERNATIONAL HSR RAIL SYSTEMS – RECREATIONALLY ORIENTED
1.
2.
3.
4.
5.
6.
High Speed Rail Maps Europe High Speed Rail Asia
BELOW ARE THE MAPS OF THE SIX MAJOR INTERNATIONAL HSR NETWORKS THAT EMPIRE IDENTIFIED AS BEING
RECREATIONALLY ORIENTED, LIKE BW-HSR.
THE STRONGEST COMPARABLES ARE #1 TGV BETWEEN PARIS TO DISNEYLAND PARIS AND #2 EUROSTAR BETWEEN
LONDON AND DISNEYLAND PARIS.
NUMBERS CORRESPOND TO TABLE ON PREVIOUS PAGE
Page 930
17
TGV TO DISNEYLAND PARIS
•THERE ARE POTENTIALLY 10M TOURISTS
TRAVELING BETWEEN THE TGV PARIS STATION AND
THE STATION FOR DISNEYLAND PARIS (MARNE-LA-
VALLÉE – CHESSY)
•DISNEYLAND PARIS FUNDED ONE THIRD OF $126.5
MILLION OF EUROS NEEDED TO BUILD THE STATION.
•DISNEY ACKNOWLEDGES THAT HSR IS A POPULAR
MEANS TO REACH THE PARK AND AT LEAST 60% OF
THE GUESTS USE HSR.
CHARACTERISTICS OF MOST COMPARABLE HSR EXAMPLES
EUROSTAR LONDON TO PARIS
•THERE ARE OVER 11M PASSENGERS BETWEEN
LONDON PARIS
•IT TOOK TIME FOR THE TRAIN TRAVEL TO
REPLACE THE AIR TRAVEL, AS EXHIBITED BY
THE CHARTS BELOW:
Page 931
18
B. CHARACTERISTICS OF BRIGHTLINE HIGH SPEED RAIL - FLORIDA
SIMILARITIES: WITH REGARDS TO DOMESTIC HSR SYSTEMS ASSOCIATED WITH RECREATIONAL AREA DESTINATIONS,
BRIGHTLINE-FLORIDA (BF-HSR) IS REGARDED AS BEING A STRONG COMPARABLE TO BW-HSR WITH REGARDS TO THE
FOLLOWING CHARACTERISTICS:
DEVELOPER/OPERATOR: BOTH BF-HSR AND BW-HSR HAVE THE SAME DEVELOPER/OPERATOR, THE ONLY PRIVATELY
OWNED/OPERATED HSR IN THE UNITED STATES.
STATIONS: BF-HSR HAS A DEPARTURE STATION IN MIAMI, WITH INTERIM STATIONS IN FORT LAUDERDALE, WEST
PALM BEACH, AVENTURA AND BOCA RATON, AND THEN IN SEPTEMBER 2023 EXTENDED ITS SERVICE TO ORLANDO,
DISNEY WORLD WHICH IS COMPARABLE TO SOUTHERN CA.
DIRECT SERVICE FROM MIAMI TO ORLANDO IS AVAILABLE ON SOME OF THE TRAINS; OTHER TRAINS MAKE
INTERIM STOPS.
RAMP-UP TIMING: BF-HSR COMMENCED SERVICE IN JANUARY 2018 FROM MIAMI, FL TO PALM BEACH, FL SO IT HAS
EXPERIENCE WITH RAMP-UP AND OTHER OPERATIONAL FACTORS THAT MAY PROVIDE INSIGHT INTO BW-HSR IN
TERMS OF RAMP-UP.
DIFFERENCES: HOWEVER, THERE ARE EXPECTED TO BE SOME DIFFERENCES BETWEEN BF-HSR AND BW-HSR:
DISTANCE AND TIME: BF-HSR COVERS 235 MILES IN 3H-25M COMPARED TO BW-HSR 180 MILES IN AN ESTIMATED 2
HRS 10 MIN (BW-HSR).
SPEED: BF-HSR HAS A SPEED OF 69 MPH WHILE BW-HSR WILL HAVE A MUCH HIGHER SPEED OF UP TO 200MPH
(BW-HSR).
.
Page 932
19
SOME OTHER CHARACTERISTICS OF BF-HSR THAT MAY PROVIDE SOME INSIGHT INTO BW-HSR ARE AS FOLLOWS:
STATION
CONSTRUCTION OF BF-HSR BEGAN IN MIAMI STATION IN MID-2014.
THE BF-HSR MIAMI STATION SPANS 9 ACRES WITH 3 MILLION SQ.FT. OF MIXED-USE DEVELOPMENT:
RESIDENTIAL, OFFICE, COMMERCIAL AND A RETAIL CONCOURSE WHICH IS UNIQUE
THE STATION SERVES AS A HUB WITH METRORAIL, METROMOVER, METROBUS AND THE CITY TROLLEY.
RURAL/URBAN: BF-HSR TRAIN TRACKS TRAVERSE URBANIZED AREAS; BY COMPARISON, BW-HSR WILL HAVE
TRACK PREDOMINANTLY IN RURAL/DESERT AREAS.
AIRPORT ACCESS: BF-HSR TERMINATES AT THE ORLANDO INTERNATIONAL AIRPORT INTERMODAL TERMINAL.
FLY VS. DRIVE: ESTIMATED TRAVEL TIMES BETWEEN MIAMI AND ORLANDO ARE AS FOLLOWS: BF-HSR TRAIN
3.5H, DRIVING W/O TRAFFIC ALSO 3.5H FLYING 3H, WITH A TWO HOUR AIRPORT ARRIVAL AND 1 HOUR FLIGHT
TIME.
RIDERSHIP: RIDERSHIP HAS INCREASED FROM 579,000 IN 2018 TO 1,230,494 IN 2021, AND THEN 2,053,893 IN 2023
(SOURCE: WIKIPEDIA) - THIS INCLUDES TRIPS BETWEEN THE SIX DIFFERENT STATIONS.
AIRPORT ACCESS: SINCE THE MIAMI TO ORLANDO ROUTE JUST OPENED RECENTLY, ANNUAL STATISTICS ARE
NOT YET AVAILABLE ON DIRECT TRAINS. BF-HSR SUSPENDED OPERATION DUE TO COVID-19 FROM MARCH 2020
TO NOVEMBER 2021.
CHARACTERISTICS OF BRIGHTLINE HIGH SPEED RAIL - FLORIDA
Page 933
Station Characteristics Recommended for
Rancho Cucamonga
Los Angeles
Union Station NY Penn Station Washington
Union Station
30TH Street
Philadelphia, PA
Chicago Union
Station
South Street
Boston
Projected/2022 Passenger Traffic 6,000,000 928,000 8,008,000 3,631,000 3,058,000 2,359,000 1,216,000
BASIC OPERATIONS
Staff Yes Yes Yes Yes Yes Yes Yes
Ticketing Kiosks Yes Yes Yes Yes Yes Yes
Ticketing Office Yes Yes Yes Yes Yes Yes
Arrival suggestion baggage -Minutes TBD 60 45 45 45 60 45
Arrival suggestion non-baggage-Minutes TBD 30 30 30 30 30 30
Restrooms Yes Yes Yes Yes Yes Yes
Elevator Yes Yes Yes Yes Yes
Vending Machine Yes Yes Yes Yes Yes Yes Yes
TECH/FINANCIAL
ATM Yes Yes Yes Yes Yes Yes Yes
Wifi Yes No Yes No Yes Yes Yes
QSR Yes Yes Yes Yes Yes Yes Yes
AMENITIES
Metropolitan Lounge Yes Yes Yes Yes Yes Yes Yes
Convince stores Yes Yes Yes Yes Yes Yes Yes
Coffee Shops Yes Yes Yes Yes Yes Yes Yes
Bar Yes Yes Yes Yes Yes Yes Yes
Cultural Events TBD No No No No No No
CONNECTIONS
Transit Hub TBD Yes Yes Yes Yes Yes Yes
20
C. OVERVIEW OF BUSY DOMESTIC RAIL STATIONS
THE 6M POTENTIAL PASSENGERS A YEAR WOULD PUT THE RC-STATION IN THE TOP 5 BUSIEST COMMUTER
PASSENGER STATIONS IN THE US.
EMPIRE ANALYZED THE TOP 6 BUSIEST PASSENGER RAIL STATIONS TO UNDERSTAND AMENITIES.
SINCE INFORMATION ON THE BW-HSR ARE NOT YET AVAILABLE, EMPIRE PROVIDES SOME PRELIMINARY
FEATURES, WITH THE UNDERSTANDING THAT THESE ARE SUBJECT TO REFINEMENT/REVISION.
Page 934
21
CURRENT RC TRAIN STATION POTENTIAL FUTURE
MIXED-USE DEVELOPMENT AREA
OVERVIEW OF THE CURRENT/FUTURE RC STATION RELATIVE TO A BUSY
SOUTHERN CALIFORNIA TRAIN STATION
LA’S UNION STATION
PLEASE NOTE THAT MOST BUSY TRAIN STATIONS ARE LOCATED IN DENSE URBAN AREAS:
THE CURRENT RC-STATION IS LOCATED IN AN INDUSTRIAL AREA SIMILAR TO LA’S UNION STATION.
POTENTIAL FUTURE DEVELOPMENT AT “THE RESORT” AS WELL AS THE CURRENT COMMERCIAL
BUILDINGS COULD BE USED TO SERVICE THE AREA.
Page 935
Amme
22
D. EXAMPLE OF AN AIRPORT TERMINAL OFFERING EXTENSIVE AMENITIES
PORTLAND AIRPORT
SPECIFIC AMENITIES
•SEATING – COMFORTABLE SEATS WITH CHARGERS
•COMFORTABLE LOUNGE (S) – OPTION FOR TRAVELERS
WITH A LONGER LAYOVER
•NATURAL LIGHT – MODERN, OPEN AND FULL OF LIGHT
•QUALITY AND DIVERSE FOOD OPTIONS - HIGHLIGHT
LOCAL VENDORS
•PRICES CAP – PRICES ARE PERCEIVED AS REASONABLE
•CULTURAL OPTIONS SUCH AS MOVIES, LIVE MUSIC, ETC.
•EASE OF ENTRY/EXIST TO OTHER TRANSIT USESSUCH AS
METRO ESPECIALLY PUBLIC TRANSIT
PORTLAND (PDX) AIRPORT
EXAMPLES
Page 936
23
E. SUMMARY OF KEY POTENTIAL COMPONENTS OF THE RC-STATION
ESSENTIALS: BRIGHTLINE HAS EXPERTISE FROM BF-HSR
BASIC OPERATIONS: STAFF, TICKETING KIOSKS, TICKETING OFFICE, ARRIVAL TIME
WITH/WITHOUT BAGGAGE, RESTROOMS, ELEVATOR AND VENDING MACHINE.
TECHNOLOGY/FINANCIAL: ATM, WI -FI, QSR
AMENITIES: METROPOLITAN LOUNGE, CONVENIENCE STORE, COFFEE SHOPS, BAR,
AND CULTURAL EVENTS
CONNECTIONS: TRANSPORTATION HUB - CONNECTIONS TO OTHER RAIL AS WELL AS
CAR RENTAL, UBER AND SHUTTLES.
BW-HSR COACH DESIGN IS EXPECTED TO INCLUDE WHITE AND BLUE INTERIORS,
ROOMY SEATING AND WIFI.
ALTHOUGH BW-HSR WILL COMPETE WITH ALTERNATIVE MODES OF
TRANSPORTATION, THE HSR MODULE HAS APPEAL AS AN EXCITING ADVENTURE.
ENTICEMENT: PASSENGERS ENJOY SPENDING TIME AT STATION
AND EXCITED ABOUT TRIP TO LV
COLLABORATION BETWEEN BRIGHTLINE AND RANCHO CUCAMONGA
RESTAURANTS: LOCAL EATERIES, WINE TASTING, FAST FOOD, COFFEE SHOPS,
BREW PUBS, AND SIT DOWN RESTAURANTS
POTENTIAL AMENITIES: SHOPPING AT MICRO-STORE, KIOSKS, ART EXHIBITS,
FITNESS AREA AND QUIET SPACES.
CULTURAL OPTIONS SUCH AS SHORT MOVIES, CRAFT FAIRS, ART EXHIBITS,
THEMATIC EVENTS, LIVE MUSIC, ETC.
Page 937
F. RC STATION AREA – CURRENTLY LACK OF AMENITIES
REQUIRES NEW DEVELOPMENT AND/OR SHUTTLE SERVICE
RETAILRESTAURANTS HOTELS
24
CURRENTLY RANCHO CUCAMONGA’S RESTAURANTS, RETAIL AND HOTELS ARE NOT IN THE VICINITY OF THE BW-HSR RC
STATION.
• SHUTTLE OPTION: EXISTING RESTAURANTS, RETAIL AND HOTELS COULD BE LEVERAGED.
• DEVELOPMENT OPTION: FORMULATE A STRATEGY TO ACCOMMODATE NEW RESTAURANTS, RETAIL AND HOTELS
AROUND THE BW-HSR STATION
STAR – APPROXIMATE LOCATION OF RC TRAIN STATION TROLLEY STOPS
Page 938
F. RC STATION AREA – FUTURE VISION FOR THE STATION PER THE CITY OF RC
25
THE CITY OF RC WEBSITE HAS OUTLINED THE CHANGES THEY WILL MAKE TO HAVE THE CURRENT RC STATION BECOME A LARGE TRANSIT
HUB FOR THE INLAND EMPIRE AND GREATER SOUTHERN CALIFORNIA, INCLUDING THE FOLLOWING:
•BECOME A MUTLIMODAL HUB FOR TRANSPORTATION WHICH WILL CONNECT AIR, BUS, LOCAL PASSENGER AND HIGH SPEED RAIL IN A
SEAMLESS EXPERIENCE THAT WILL ALLOW EACH USE TO INTERACT WITH EACH OTHER.
•EFFORT TO BECOME A GREEN TRANSPORTATION HUB INCLUDING A ZERO EMISSIONS TUNNEL BETWEEN THE HSR
AND THE AIRPORT WHICH OPENS UP THE ONTARIO AIRPORT AS A GATEWAY TO SOUTHERN CALIFORNIA.
•A FULL REMODEL OF THE STATION INCLUDING HIGH DENSITY PARKING AND INTERMODAL ACCESS.
•CONNECTION TO THE “HART DISTRICT” WHICH WILL BE A MULTI-USE DEVELOPMENT.
HART DISTRICT
Located within the new HART District, Cucamonga Station will be a true multi-modal
transit center, home to:
Metrolink San Bernardino Line – East/west passenger rail travel between Los Angeles,
San Bernardino and now Redlands through the new Arrow Line service
Omnitrans commuter bus transit services
*Omnitrans West Valley Connector Bus Rapid Transit (BRT) and Bus Service – A 19 -
mile, 21 station BRT system will connect major employment and activity centers between
Pomona and Rancho Cucamonga, complementing existing bus services
Omnitrans currently offering ONT Connect Shuttle service to Ontario International
Airport (ONT) – ONT between Cucamonga Station, 7 days per week, future
SBCTA/ONT plans in development to build *4-mile underground tunnel for vehicle
transit direct to terminals
Taxis and Ride-share Services – Will continue to be offered at Cucamonga Station
Bicycle Accessibility – The City’s 6th Street bicycle track will connect to Cucamonga
Station
*Brightline West – High-speed rail between Rancho Cucamonga, the High Desert, Las
Vegas, a 2-hour trip with speeds up to 200 miles per hour
*Future Cucamonga Station connectivity
Page 939
EXAMPLES OF CITIES WITH FREE TROLLEY SERVICES
26
THERE ARE QUITE A FEW CITIES IN THE US WITH FREE “TROLLEY”/SHUTTLE SERVICE FOR TOURISM:
•BIG BEAR, CA
•AVILA BEACH TO PISMO BEACH, CA
•MONTEREY BAY, CA
•LAGUNA BEACH, CA
•MIAMI, FL
•CHARLESTON, SC
•SAN CLEMENTE, CA
Page 940
Theme Park
Beaches
Cultural
Mountains
Desert
550K
523K
350K
18K
487K
RC IS CENTRALLY LOCATED WITHIN THE INLAND EMPIRE AND IN CLOSE PROXIMITY TO LA, OC AND LESS
SO THE DESERTS/SAN DIEGO.
BEING LOCATED BY THE I-15 IS CRUCIAL AS THE MAIN ARTERY/ROAD FROM LAS VEGAS.
BELOW ARE THE CURRENT DISTRIBUTIONS OF TOURISTS FROM LAS VEGAS TO VARIOUS DESTINATIONS.
27
G. RANCHO CUCAMONGA AS A GATEWAY TO SOUTHERN CALIFORNIA ATTRACTIONS
STAR – APPROXIMATE LOCATION OF RC TRAIN STATION
Page 941
RANCHO CUCAMONGA AS A GATEWAY TO SOUTHERN CALIFORNIA ATTRACTIONS
28
39 MILES TO DOWNTOWN LA
THE BW-HSR RC STATION HAS A FAVORABLE LOCATION FOR LAS VEGAS VISITORS COMING TO SOUTHERN CALIFORNIA
FOR TOURISM.
TOURISTS COULD UTILIZE AMTRACK, BUSSES AND RENTAL CARS TO PRIMARY ACCESS DOWNTOWN LA AND
ANAHEIM – DISNEYLAND.
Page 942
6.0M
1.9M
560K 302K
4.1M
1.4M
258K
0
1,000,000
2,000,000
3,000,000
4,000,000
5,000,000
6,000,000
7,000,000
1. Total
Domestic
vistors --> So
Cal
Remove
Visitors not
from LV
(67.8%)
2. LV Visitors -
-> So CA
(32.2%)
Remove sc
vistors not to
IE (90.7%)
3. Estimated
number of LV
vistors to IE
Remove IE
vistors not
Using Rail
4. Visitors
from LV to IE
Using BW-
HSR
ESTIMATED NUMBER OF VISITORS FROM LAS VEGAS
TRAVELING TO THE INLAND EMPIRE
(BASED UPON PLAUSIBLE BUT CONSERVATIVE ASSUMPTIONS)
H. ESTIMATE OF POTENTIAL NUMBER OF VISITORS FROM LAS VEGAS
COMING TO THE BW-HSR STATION FOR TOURISM HYPOTHETICAL SCENARIO
THERE IS NOT CURRENTLY AVAILABLE DATA THAT PROVIDES AN ESTIMATE OF THE NUMBER OF VISITORS FROM
LAS VEGAS (LV) THAT WILL LIKELY COME TO THE INLAND EMPIRE AND THEN UTILIZE THE RC-HSR STATION AS
AN EMBARKATION POINT FOR THEIR TOURISM ACTIVITIES.
ACCORDINGLY, EMPIRE FORMULATED AN ALGORITHM TO ESTIMATE THE NUMBER OF SUCH LV VISITORS TO
THE RC-STATION, SOME 302,263 ANNUALLY.
29
ORIGINS OF VISITORS COMING TO THE INLAND EMPIRE
Page 943
ESTIMATE OF POTENTIAL NUMBER OF VISITORS FROM LAS VEGAS THAT WOULD SPEND THE NIGHT IN THE CITY OF RC
EMPIRE FORMULATED AN ALGORITHM TO ESTIMATE THE NUMBER VISITORS THAT WOULD SPEND THE NIGHT IN RC.
30
NUMBER OF LV VISITORS TO THE RC-STATION: 302,263
SHARE OF LV VISITORS STAYING IN RC IS ESTIMATED
AT 20%
ANNUALLY……………………………….. 60,453
DAILY NEW VISITORS ………………….…...166
DAILY WITH OVERLAPS………………….....497
(BASED UPON PEOPLE BEING IN RC FOR 3
NIGHTS)
NUMBER OF HOTEL ROOMS ………………..199
(BASED UPON 2.5 PEOPLE PER HOTEL ROOM)
*THESE ARE AVERAGES – DAILY AMOUNT WILL
VARY DEPENDING UPON SEASONALITY AND WEEKENDS
VS WEEKDAYS
USING AN ESTIMATE STAY OF 3 NIGHTS, THE NUMBER
OF VISITORS WOULD BE 497/DAY THAT WOULD USE
RANCHO CUCAMONGA AS THEIR BASE FOR THEIR SC
TOURIST ACTIVITIES.
THESE PEOPLE WOULD OCCUPY 199 HOTEL
ROOMS/AVG. PER DAY AND ALSO SUPPORT
RESTAURANTS AND RETAIL IN THE VICINITY OF THE
RC-STATION.
199
497
166
60,453
302,263
241,811
0%20%40%60%80%100%
0 50,000 100,000 150,000 200,000 250,000 300,000 350,000
Hotel Room Equivalents 2.5 per room
Total Number - With Overlaps
Visitors from LV Staying in RC: 3 Night Trip
Visitors from LV Staying in RC: New Daily
Visitors from LV Staying in RC: Annually
Visitors from LV Not Staying in RC: Annually
Visitors from LV to IE Using BW-HSR
% Southern California Visitors Captured
Annual Vistors
ESTIMATED NUMBER OF HOUSEHOLDS FROM LAS VEGAS
USING RC AS THEIR BASE FOR SC TOURISM ACTIVITIES
(BASED UPON PLAUSIBLE BUT CONSERVATIVE ASSUMPTIONS
Would capture 1%of the 6M
visitors to Southern California
Page 944
I. ECONOMIC BENEFITS OF RAIL – POTENTIAL REAL ESTATE PREMIUMS
31
THE UNIVERSITY OF FLORIDA COLLEGE OF BUSINESS BERGSTROM REAL ESTATE
CENTER PERFORMED AN ANALYSIS OF HOW PROPERTY VALUES WERE
IMPACTED BY THE BF-HSR AND THEIR RESULTS WERE PUBLISHED IN JULY
2023.
FOR EACH OF THE BF-HSR STATIONS, CHANGES IN PROPERTY VALUES WERE
ANALYZED BEFORE AS WELL AS AFTER EACH OF THE FOLLOWING EVENTS
1-PUBLIC ANNOUNCEMENT
2-BEGINNING OF CONSTRUCTION
3-OPENING OF THE STATION
FURTHERMORE, THESE PROPERTY VALUE CHANGES WERE THEN COMPARED:
PROPERTIES CLOSEST TO THE STATION
PROPERTIES FURTHEST FROM THE STATION
THEN THE DIFFERENCES IN THE CHANGES IN THE PROPERTY VALUES FOR
EACH OF THE THREE EVENTS WERE COMPARED FOR PROPERTIES THAT WERE
CLOSEST RELATIVE TO THOSE THAT WERE FURTHEST FROM THE
BRIGHTLINE STATIONS.
ALTHOUGH THE PRICE CHANGES BETWEEN THE CLOSEST VERSUS THE FURTHEST
PROPERTIES WERE DIFFERENT FOR EACH OF THE THREE EVENTS, THE OVERALL
RESULTS REFLECTED ABOUT A 9% PREMIUM FOR THE RESIDENTIAL PROPERTY
VALUES THAT WERE LOCATED CLOSEST TO EACH OF THE BRIGHTLINE STATIONS,
AS COMPARED TO THOSE PROPERTIES THAT WERE FURTHEST.
.
Page 945
RECOMMENDED AMENITY LIST FOR INCOMING PASSENGERS FROM LAS VEGAS
RC-STATION IS LIKELY TO CAPTURE A PORTION OF THE LV VISITORS WHO USE THE CITY AS THEIR BASE
FOR LAUNCHING DAILY TRIPS.
AMENITIES NEED TO BE DESIGNED OR LV TOURISTS HAVING A PLACE TO STAY FOR A FEW NIGHTS
WHILE THEY ARE IN THE SC AREA.
EMPIRE RECOMMENDS CERTAIN AMENITIES AT THE RC-STATION AND OTHER AMENITIES BE
LEVERAGED NEARBY VIA SHUTTLE.
32
J. CONCLUSIONS ON TOURISM POTENTIAL FOR THE RC HSR STATION
STATION AND NEARBY AMENITIES
PROMOTE TOURISM
THE CITY OF RC NEEDS TO WORK WITH THE BOARDS OF TOURISM
FOR NEARBY CITIES AND ATTRACTIONS IN ADVANCE OF THE BW-
HSR OPENING.
CROSS PROMOTING TOURISM AND RC AS A PLACE TO STAY FOR SC,
IF USING BW-HSR SHOULD BE A PRIORITY TO CAPTURE ANY
TOURISM TRAFFIC.
AMMENITY
RC STATION
INTERIOR
RC SHUTTLE
ELSEWHERE
RC STATION
NEARBY
DEVELOPMENT
AREA
PARKING YES NO YES
LUGGAGE STORAGE YES NO YES
UBER DROP OFF YES YES YES
TRANSIT CONNECTION YES NO NO
INFO CENTER YES NO NO
LOUNGE YES NO YES
BAR YES YES YES
CONVENIENCE STORE YES YES YES
HOTEL No YES YES
RESTAURANT YES YES YES
Page 946
PART IVCONCLUSIONS AND RECOMMENDATIONS
33
1- KEY CONCLUSIONS
THE BW-HSR IS EXPECTED TO START WITH 6,000,000 PASSENGER TRIPS BETWEEN THE RC-HSR STATION AND LAS VEGAS ANNUALLY.
FURTHERMORE, SOME HOUSEHOLDS THAT RESIDE IN LV ARE EXPECTED TO USE THE BW-HSR FOR THEIR TOURISM ACTIVITIES IN SC.
EMPIRE UTILIZED PLAUSIBLE BUT CONSERVATIVE ASSUMPTIONS TO ESTIMATE THE NUMBER OF SOME 60,500 ANNUALLY WOULD STAY IN RC.
ACCORDING RC MAY WANT TO ESTABLISH/PROMOTE ITSELF AS A GATEWAY FOR TOURISM FOR VISITORS COMING FROM LV BY PLANNING FOR
DEVELOPMENT THAT WOULD PROVIDE SUCH VISITORS WITH RELATED AMENITIES SUCH AS HOTELS, RESTAURANTS, RETAIL, AMONG OTHERS.
2- HYPOTHETICAL TIMELINE – SUBJECT TO REVISIONS DEPENDING UPON CONDITIONS BEING FULFILLED
2024: DEVELOP A CONCEPTUAL STRATEGIC PLAN FOR ACCOMMODATING VISITORS FROM LAS VEGAS FOR SC TOURISM ACTIVITIES.
PART A: PLAN THE CHARACTERISTICS OF THE BW-HSR RC-STATION
PART B: PLAN FOR NEARBY DEVELOPMENT: HOTEL, RESTAURANTS, AND RETAIL INCLUDING A LOCAL SHUTTLE AS TRAFFIC RAMPS UP
PART C: WORK ON FORMING AN ALLIANCE TO USE THE BW- HSR COMING TO RC AS A DESTINATION STATION
2028: BW-HSR PASSENGER SERVICE COMMENCES BUT NEED TIME TO RAMP-UP TIME TO 6M PASSENGER TRIPS ANNUALLY
PHASE 1: OFFER SHUTTLE SERVICE TO NEARBY HOTELS AS WELL AS RESTAURANTS AND RETAIL
2030? ONCE BENCHMARK OF 6M PASSENGER TRIPS IS ATTAINED, THEN PROCEED WITH A STRATEGIC DEVELOPMENT PLAN.
PHASE 2: RC-STATION NEARBY DEVELOPMENTS: RESTAURANTS, HOTEL AND RETAIL
THE SUCCESS OF SUCH A STRATEGIC PLAN IS BASED UPON SOME CRITICAL FUNDAMENTAL CONDITIONS:
BRIGHTLINE WEST HSR ATTAINING ITS PROJECTED LEVEL OF SOME 6M PASSENGER TRIPS ANNUALLY.
HSR PRICES BEING COMPETITIVE WITH ALTERNATIVE MODES OF TRANSPORTATION SUCH AS AIR, CAR AND BUS.
RELEVANT PRODUCTS/SERVICES BEING PROMOTED AND PROVIDING POSITIVE CONSUMER EXPERIENCES.
Page 947
SUPPLEMENTAL REMARKS
POTENTIAL OTHER SOURCES OF DEMAND FOR BW-HSR RC-STATION
34
PRIMARY DEMAND FOR BW-HSR AND RC-STATION AMENITIES: RESIDENTS FROM LV COMING TO SC FOR TOURISM
THE PRIMARY PURPOSE OF THE TRIP IS TO COME FROM LV TO SC FOR TOURISM.
THESE PASSENGERS WILL UTILIZE THE BW-HSR FOR A ROUND TRIP.
* THE ANALYSIS OF THE PRIMARY DEMAND CAN BE PERFORMED USING PLAUSIBLE/CONSERVATIVE ASSUMPTIONS,
SINCE THERE IS A SUFFICIENT AMOUNT OF DATA AVAILABLE.
SECONDARY DEMAND FOR BW-HSR AND RC-STATION AMENITIES: LV VISITORS THEN COMING TO SC FOR TOURISM
THE PRIMARY PURPOSE OF THE TRIP IS TO COME TO LV – BUT SOME MAY ALSO WANT TO VISIT SC FOR TOURISM.
THESE PASSENGERS WILL MOST LIKELY USE BW-HSR FROM LV TO RC-STAT ION BUT THEN PERHAPS FLY BACK FROM SC.
EMPIRE CATEGORIZED THE LV VISITORS INTO THREE CATEGORIES, AS FOLLOWS:
#1 VISITORS TO LV FROM THE THROUGHOUT THE UNITED STATES EXCLUDING SC:
ESTIMATED FOR 2023: 37,500,000.
#2 VISITORS THAT COME FOR CONVENTIONS: ESTIMATED FOR 2023: 6,000,000
THE BW-HSR MAY INDUCE SOME OF THESE TO ENJOY SOME OF THE SC TOURIST ACTIVITIES.
#3 INTERNATIONAL VISITORS: ESTIMATED FOR 2023: 4,700,000
VISITORS FROM EUROPE AND ASIA WILL BE COMFORTABLE WITH THE BW-HSR, DUE TO THE PRESENCE
OF HSR IN THEIR COUNTRIES.
FOR THE SECONDARY DEMAND, THE AVAILABILITY OF DATA ARE COMPLEX SINCE IT INVOLVES TRACKING WHAT SHARE OF
VISITORS COMING TO LV AS THEIR MAIN DESTINATION WOULD THEN MAKE A SECOND TRIP ON BW-HSR TO SC.
THIS MAY BE A SUBSTANTIAL POTENTIAL OPPORTUNITY FOR RC THAT COULD BE RESEARCHED AT THE APPROPRIATE TIME.
Page 948
CITY OF RANCHO CUCAMONGA
ANNUAL ECONOMIC AND HOUSING STUDY
&
BRIGHTLINE WEST HSR STUDY
***PRESENTATION TO CITY COUNCIL***
PREPARED BY
EMPIRE ECONOMICS, INC.
JOSEPH T. JANCZYK, PH.D.
JULY 17, 2024
1
2
ANNUAL ECONOMIC AND HOUSING STUDY
CITY OF RANCHO CUCAMONGA: EMPLOYMENT FORECAST TO 2030
•Collectively, total employment is expected to rise ~12,800 from 2023-Est. to 2030-F
•Forecasted total employment is the sum of the forecasted growth of the 14 primary sectors
•Overall, growth per year is expected to moderate from 3.2% in 2024-F / 2023-Est. down to a range of 1.7-1.9% for 2027-F-2030-F
•Note: all forecasts are without the high speed rail and reflect total nonfarm employees by firms located in the City
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40,000
60,000
80,000
100,000
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CITY OF RANCHO CUCAMONGA: RECENT/EXPECTED
LEVELS OF EMPLOYMENT BY FIRMS LOCATED IN THE CITY
FOR 2018-2030-F
WITHOUT HIGH SPEED RAIL
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CITY OF RANCHO CUCAMONGA: TOTAL EMPLOYMENT
CHANGE PER YEAR OVER PRIOR YEAR THROUGH 2030 FORECASTED
WITHOUT HIGH SPEED RAIL
RANCHO CUCAMONGA – EMPLOYMENT GROWTH BY SECTORS: 2018 – 2030
2018 to 2030-F:
(+) Highest share gains:
-Administrative and
support services (+8%)
-Transportation and
warehousing (+2%)
-Wholesale (+3%)
(-) Greatest share losses:
-Manufacturing (-6%)
-Retail trade (-4%)
-Construction (-2%)
-Finance and Insurance (-2%)
Note: Changes rounded to nearest %
13%10%7%
13%13%
12%
12%13%
13%
12%10%
8%
10%14%
18%
8%7%6%
8%9%
9%
6%4%7%
6%7%8%
5%4%3%
4%5%6%
2%2%3%1%<1%<1%1%1%1%
0%
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70%
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100%
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F
CITY OF RANCHO CUCAMONGA: RECENT/EXPECTED
LEVELS OF EMPLOYMENT BY FIRMS LOCATED IN THE CITY
SECTOR NONFARM SHARE FOR 2018, 2023-Est., AND 2030-F
WITHOUT HIGH SPEED RAIL
Educational Services
Management of Companies
Real Estate, Rental, Leasing
Professional, Scientific, Tech.
Finance & Insurance
Wholesale Trade
Transportation & Warehousing
Health Care & Social Assist.
Construction
Administrative & Support
Retail Trade
Government
Accommodation & Food
Manufacturing
LOCATION OF EMPLOYMENT VS. AFFORDABILITY OF HOUSING
*WITHOUT HIGH SPEED RAIL*
•RANCHO CUCAMONGA’S HOUSEHOLDS WITH JOBS (BLUE LINE) EXCEED THE NUMBER OF JOBS BY FIRMS IN THE CITY (GREEN LINE)
•FOR 2000, ABOUT 36,745 (NET) CITY RESIDENTS COMMUTE TO JOBS OUTSIDE THE CITY, TYPICALLY AT HIGHER SALARIES
THAT ENABLE THEM TO AFFORD HOUSING IN THE CITY.
•THE GAP IS EXPECTED TO DECREASE TO ~13,000 BY 2030 (THIS EXCLUDES THE HIGH SPEED RAIL EMPLOYMENT) .
73,575
85,816
77,411
93,100
87,900
97,000 102,220 105,460
36,830
65,139 58,210
74,445
68,040
79,413
87,322 92,216
0
20,000
40,000
60,000
80,000
100,000
120,000
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CITY OF RANCHO CUCAMONGA:
EMPLOYMENT BY FIRMS AND HOUSEHOLDS
*BASELINE -WITHOUT HIGH SPEED RAIL*
Working Households Residing in Rancho Cucamonga
Firms - Employees Located in Rancho Cucamonga
5ANNUAL STUDY: PAGE 20
RANCHO CUCAMONGA HOUSING SUPPLY, DEMAND,
AND PRICE APPRECIATION (JAN. 2018 – DEC. 2023)
A. IN 2018 TO EARLY 2020, THE CITY HOUSING INVENTORY (SUPPLY/RED) WAS HIGHER THAN PENDING SALES (DEMAND/GREEN), NORMAL
B. HOWEVER, BEGINNING IN 2ND QUARTER OF 2020, HOUSING DEMAND AND SUPPLY STARTED TO CONVERGE AND MET IN 2021
C. ONCE SUPPLY AND DEMAND CURVES STARTED TO CONVERGE, THIS RESULTED IN A SIGNIFICANT INCREASE IN PRICE APPRECIATION
D. DURING 2022, INVENTORY EXCEEDED PENDING SALES, CLOSER TO NORMAL PATTERNS, BUT INVENTORY IS STILL LOW DUE TO HIGH RATES
E. DURING 2023, WITH HIGH MORTGAGE RATES, INVENTORY DECLINED TO LEVELS ONLY SLIGHTLY ABOVE SALES
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50%
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200
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1,100
1,200
1,300
1,400
1,500
1,600
1,700
1,800
1,900
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RANCHO CUCAMONGA PENDING LISTINGS AND HOUSING INVENTORY,
AND CUMULATIVE LAGGED 12 MONTH HOUSING PRICE CHANGE SINCE JAN. 2018
(JANUARY 2018 -DECEMBER 2023)
Rancho Cucamonga Housing Price Change Rancho Cucamonga Housing Inventory
Rancho Cucamonga Pending Sales
AFTER FIRST YEAR OF
COVID,INVENTORY
FELL CLOSER TO AND
EVEN BELOW
PENDING SALES
2020 Q2:
First Qtr. of
Significant
COVID
EBCDA
ANNUAL STUDY: PAGE 28
RANCHO CUCAMONGA – ANNUAL HOUSING PAYMENTS BY MONTH (JAN. 2018 – DEC. 2025 FORECAST)
ANNUAL HOUSING PAYMENTS REPRESENT THE SUM OF MORTGAGE PRINCIPAL, MORTGAGE INTEREST RATES AND PROPERTY TAXES
2019-2021:
LOWER RATES OFFSET
HOUSING APPRECIATION,
PAYMENTS OF $40,000/YR.
2022-23:
HIGHER PRICES AND
HIGHER MORTGAGE
RATES DROVE PAYMENTS
HIGHER WITH
PEAK PAYMENTS OF
$60,000/YR.
ANNUAL HOUSING
PAYMENT LEVELS
2024-2025:
FOR PAYMENTS TO
RETURN TO THEIR
2019-2022 LEVELS
OF $40,000/YR.,
HOUSING PRICES
WOULD NEED TO
DECLINE BY -11%
** AND **
MORTGAGE RATES
WOULD NEED TO
DECLINE TO 4.5%
$0
$10,000
$20,000
$30,000
$40,000
$50,000
$60,000
$70,000
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RANCHO CUCAMONGA (JAN. '18 -DEC. '25-F) -ESTIMATED ANNUAL HOUSING
PAYMENT COMPONENTS (MORTGAGE INTEREST + MORTGAGE PRINCIPAL +
PROPERTY TAXES)
PROPERTY TAX MORTG-PRINCIPAL MORTG-INTEREST
MORTGAGE INTEREST RATES
MORTGAGE PRINCIPAL (HOUSING PRICE APPRECIATION)
PROPERTY TAXES (HOUSING PRICE APPRECIATION)EMPIRE ECONOMICS
~$40K
+ ~50%
DEC.
2021
DEC.
2023 DEC.
2025
~$60K
~$40K
DEC 2023 TO DEC. 2025 PRICES -11%
WITH MORTGAGE RATES TO 4.5%
7ANNUAL STUDY: PAGE 25
**SAVINGS WITH LOW
MORTGAGE RATE**
4%
43%
81%
91%
100%
30%
68%
85%
92%
100%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
110%
120%
130%
140%
150%
Below 3% Below 4%Below 5%Below 6%Below 7%
EXISTING HOMEOWNERS -MORTGAGE RATES CUMULATIVELY
RECENT APRIL 2024 MORTGAGES RATES WERE ABOVE 7.0%
SUBSTANTIAL DECLINES IN MORTGAGES RATES ARE REQUIRED
TO SIGNIFICANTLY INCREASE THE INVENTORY OF EXISTING HOME SALES
2019Q4 2023Q3
MORTGAGE
RATES MAY
NOT DECLINE
BELOW 3.0%
*UNLESS*
THERE IS A
MAJOR
ECONOMIC OR
GEO -
POLITICAL
CRISIS
MORTGAGE
RATES MAY
NOT DECLINE
BELOW 4.0%
SINCE THE
EMPLOYMENT
IS STRONG
AND THE FED
WILL BE
NEUTRAL
8
EXISTING HOMEOWNER MORTGAGE RATES
BY CUMULATIVE COHORTS 2019Q4 AND 2023Q3
RECENTLY
7.0%+
9
RECAP POETIC VERSION – AI
With each uptick in rates, demand took flight,
Yet those with low rates clung tight.
Nestled in dwellings with rates of yore,
Content in the homes they adore.
They watched the market with speculative eyes,
As excess demand pushed prices to the skies.
The Fed with its target, firm at two percent,
Aims for stability, that's their intent.
As rates recede, like a low tide's retreat,
Hope for buyers begins to replete.
With the promise of rates that gently decline,
Dreams of ownership once more align.
Yet, as housing demand starts to renew,
The supply constricted, still options too few.
ANNUAL STUDY: ADDED
IV.MARKET CONDITIONS FOR APARTMENT RENTALS
THE COMPOSITION OF THE RANCHO CUCAMONGA HOUSING MARKET HAS RECENTLY UNDERGONE
A SIGNIFICANT SHIFT FROM NEW FOR-SALE HOMES TO NEW APARTMENT RENTALS.
RANCHO CUCAMONGA APARTMENT MARKET HAS EXPERIENCED ROBUST ACTIVITY:
THREE PROJECTS ON THE MARKET
ANOTHER TWO UNDER CONSTRUCTION
FIVE MORE PROJECTS ARE IN THE PLANNING PROCESS.
APARTMENT RENTS SURGED IN 2021 BY +20%, BUT HAVE SINCE MODERATED TO A RATE OF ABOUT 4%.
THE SURGE IN RENT STIMULATED THE PLANNING/DEVELOPMENT FOR SOME 3,580 RENTAL UNITS
THE TYPICAL/AVERAGE LIVING AREAS RANGE FROM 938 SQ.FT. FOR WESTBURY TO 1,082 SQ.FT. FOR THE HOMECOMING
THE TYPICAL/AVERAGE RENTS RANGE FROM $2,819 PER MONTH FOR WESTBURY TO $3,161 PER MONTH FOR HOMECOMING
THE NEW ACTIVE AND FORTHCOMING APARTMENTS HAVE A SUFFICIENT SUPPLY TO SUPPORT ABSORPTION OF ABOUT 500 UNITS
ANNUALLY DURING THE FORESEEABLE FUTURE.
10ANNUAL STUDY: PAGE 33
•MARKET DEMAND IS ESTIMATED BASED UPON THE CITY’S OVERALL EMPLOYMENT GROWTH WITH SPECIAL CONSIDERATION FOR
NEWLY DEVELOPING WAREHOUSE/DISTRIBUTION FACILITIES WITH ~2,800 NEW JOBS.
• ABSORPTION AMONG THE PROJECTS IS PRIORITIZED ACCORDING TO THEIR CURRENT DEVELOPMENT APPROVAL STATUS.
•THE PACE OF NEW DEVELOPMENT IS EXPECTED TO OCCUR IN A SYNCHRONIZED MANNER TO MAINTAIN STABLE RENTS.
•SHOULD EXCESS UNITS ENTER THE MARKETPLACE, RENTS WOULD NEED TO BE LOWERED TO MAINTAIN ABSORPTION.
ESTIMATED ABSORPTION FOR NEW APARTMENT PROJECTS
CURRENTLY ACTIVE
HOMECOMING-867
THE CORE-193
WESTBURY-131
UNDER CONSTRUCTION
ALTA CURVEE-260
HAVEN/ARROW-248
FUTURE PROJECTS
ALEXAN- VICTORIA GARDENS: 385
HARVEST TERRA VISTA: 660
FOOTHILL LANDING: 367
33 NORTH-311
LEAP DEVELOPMENT 158
11
208
284 250
125
0 0 0
0
25
68
0 0 0
0
11
90
30
0 0 0 0
0
0
50 0 0 0
0
0
127
121
0 0 0
0
0 329
500 552
0
100
200
300
400
500
600
2022 2023 2024 2025 2026 2027 2028 2029+
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RANCHO CUCAMONGA NEW APARTMENT PROJECTS
ACTIVE/LEASING, CONSTRUCTION AND FUTURE
HOMECOMING THE CORE WESTBURY
ALTA CURVEE-260 HAVEN/ARROW:248 FUTURE PROJECTSANNUAL STUDY: PAGE 39
12
.
BRIGHTLINE WEST HIGH SPEED RAIL
ECONOMIC IMPACTS
AND
POTENTIAL NEARBY DEVELOPMENT
OPPORTUNITIES
13
CRITICAL COMPONENTS: RIDERSHIP EXPANSION DETAILS
PLEASE NOTE THAT THE CITY OF RANCHO CUCAMONGA (RC) PROVIDED WITH ANNUAL RIDESHIP NUMBERS (MILLON) FROM BRIGHTLINE.
•IN YR. 1, TRAFFIC IS EXPECTED TO START AT 6M IN TERMS OF RIDERSHIP WITH ONE-THIRD OF THE TRAINS RUNNING.
•IN YR. 4, TRAFFIC IS EXPECTED TO BE 8M IN TERMS OF RIDERSHIP WITH TWO-THIRDS OF THE TRAINS RUNNING.
•IN YR. 8, TRAFFIC IS EXPECTED TO BE 8.9M IN TERMS OF RIDERSHIP WITH MOST OF THE TRAINS ANTICIPATED NEEDED.
•STARTING IN YR. 11, CAPACITY WILL BE INCREASED.
PLEASE NOTE THESE ESTIMATED TRAFFIC FIGURES ARE RELATIVELY HIGH ANNUAL RIDERSHIP COUNTS FOR U.S. BASED RAIL SERVICE.
HSR STUDY: PAGE 6
A. OVERVIEW OF INTERNATIONAL HIGH-SPEED RAILAND THEIR RECREATIONAL DESTINATIONS
14
EMPIRE IDENTIFIED ELEVEN INTERNATIONAL HIGH SPEED RAIL (HSR) PROJECTS THAT ARE RECREATION ORIENTED.
OF THESE, SIX ARE REGARDED AS BEING THE MOST COMPARABLE; THEIR CHARACTERISTICS ARE AS FOLLOWS:
(NOTE: PASSENGER FIGURES REFLECT POST-COVID LEVELS WHICH ARE 40%-60% OF PRE-COVID LEVELS AND GROWING)
THE BW-HSR DESTINATION IS LAS VEGAS (LV) WHICH HAS A SIGNIFICANTLY MORE RECREATIONAL AMENITIES
THAN OTHER HSR DESTINATIONS.
LV HAS CASINO REVENUES OF $8 BILLION/YR., ALONG WITH 150,000+ HOTEL ROOMS, AND 2,700+ RESTAURANTS.
High-speed
Rail Line Country Departure
City
Destination/
Recreation Center
Estimated
Annual
Ridership
(Millions)
Distance
(miles)
Departure Station
Amenities
Promotes
Tourism:
Departure&
Destination
Key Learning #1 Key Learning #2
1. TGV France Paris Disneyland Paris 10 28
Restaurants hotels,
historical sites, office,
space
Yes HSR boosts tourism
to Disneyland
HSR can be a node to
surrounding areas
2. Eurostar UK London Disneyland Paris 11 307
Luxury, shopping
dinning, hotels,
residential apartments
Yes Decreased air travel More consistency
in retail
3. Alta Spain Madrid Seville (historic area)3.2 329
Restaurants, hotels,
shopping centers,
botanical garden
Yes Promotes tourism Cultural/other nearby
destinations help drive
4. Frecciarossa Italy Rome Florence (art/history)10 171 Restaurants, shops,
hotels, apartments Yes Used as a node Ticket prices have
caused low adoption
5. Shinkansen Japan Tokyo Mount Fuji area 13 78 Restaurants, shopping
areas, hotels, offices Yes Increased tourism
with impact in Yr. 1
Travel mix shifts over
Time
6. CHR/CR China Beijing Great Wall at Badaling 10 50
Restaurants, hotels,
retailers, residential
towers
Yes
Important that
destination be a
node/or gateway
Local tourism important
to ongoing success
HSR STUDY: PAGE 15
15
TGV TO DISNEYLAND PARIS
•THERE ARE POTENTIALLY 10M TOURISTS
TRAVELING BETWEEN THE TGV PARIS STATION AND
THE STATION FOR DISNEYLAND PARIS (MARNE-LA-
VALLÉE – CHESSY)
•DISNEYLAND PARIS FUNDED ONE THIRD OF $126.5
MILLION OF EUROS NEEDED TO BUILD THE STATION.
•DISNEY ACKNOWLEDGES THAT HSR IS A POPULAR
MEANS TO REACH THE PARK AND AT LEAST 60% OF
THE GUESTS USE HSR.
CHARACTERISTICS OF MOST COMPARABLE HSR EXAMPLES
EUROSTAR LONDON TO PARIS
•THERE ARE OVER 11M PASSENGERS BETWEEN
LONDON PARIS
•IT TOOK TIME FOR THE TRAIN TRAVEL TO
REPLACE THE AIR TRAVEL, AS EXHIBITED BY
THE CHARTS BELOW:
HSR STUDY: PAGE 17
Station Characteristics Recommended for
Rancho Cucamonga
Los Angeles
Union Station NY Penn Station Washington
Union Station
30TH Street
Philadelphia, PA
Chicago Union
Station
South Street
Boston
Projected/2022 Passenger Traffic 6,000,000 928,000 8,008,000 3,631,000 3,058,000 2,359,000 1,216,000
BASIC OPERATIONS
Staff Yes Yes Yes Yes Yes Yes Yes
Ticketing Kiosks Yes Yes Yes Yes Yes Yes
Ticketing Office Yes Yes Yes Yes Yes Yes
Arrival suggestion baggage -Minutes TBD 60 45 45 45 60 45
Arrival suggestion non-baggage-Minutes TBD 30 30 30 30 30 30
Restrooms Yes Yes Yes Yes Yes Yes
Elevator Yes Yes Yes Yes Yes
Vending Machine Yes Yes Yes Yes Yes Yes Yes
TECH/FINANCIAL
ATM Yes Yes Yes Yes Yes Yes Yes
Wifi Yes No Yes No Yes Yes Yes
QSR Yes Yes Yes Yes Yes Yes Yes
AMENITIES
Metropolitan Lounge Yes Yes Yes Yes Yes Yes Yes
Convince stores Yes Yes Yes Yes Yes Yes Yes
Coffee Shops Yes Yes Yes Yes Yes Yes Yes
Bar Yes Yes Yes Yes Yes Yes Yes
Cultural Events TBD No No No No No No
CONNECTIONS
Transit Hub TBD Yes Yes Yes Yes Yes Yes
16
C. OVERVIEW OF BUSY DOMESTIC RAIL STATIONS
THE 6M POTENTIAL PASSENGERS A YEAR WOULD PUT THE RC-STATION IN THE TOP 5 BUSIEST COMMUTER
PASSENGER STATIONS IN THE U.S.
EMPIRE ANALYZED THE TOP 6 BUSIEST PASSENGER RAIL STATIONS TO UNDERSTAND AMENITIES.
SINCE INFORMATION ON THE BW-HSR ARE NOT YET AVAILABLE, EMPIRE PROVIDES SOME PRELIMINARY
FEATURES, WITH THE UNDERSTANDING THAT THESE ARE SUBJECT TO REFINEMENT/REVISIONS.
HSR STUDY: PAGE 20
17
RANCHO CUCAMONGA - RECENT AND FORECASTED LEVELS OF EMPLOYMENT BY TYPE
(2023-EST. RECENT TO 2030 FORECAST)
•HIGH SPEED RAIL PROVIDES DIRECT AND INDIRECT GROWTH:
•TEMPORARY FOR CONSTRUCTION POSITIONS – 1,900 TOTAL (STARTING IN 2024 AND ENDING IN 2028)
•SUSTAINING LONG TERM OPERATIONS HIGH SPEED RAIL ADMIN/SUPPORT SERVICES – 275 TOTAL STARTING IN 2029
•FURTHER GROWTH: HIGH SPEED GENERATES OTHER SUPPORT SECTOR JOBS AT A MULTIPLER OF AN ADDITIONAL 0.7 PER RAIL JOB
•ACCELERATING EMPLOYMENT GROWTH INITIALLY BASED ON HISTORICAL RATIO OF SUPPORT/CORE SECTORS
•BUT THEN LOSS OF TEMPORARY JOBS MODERATES EMPLOYMENT IN LATER 2029, THEN ONLY OPERATION EMPLOYMENT CONTINUES
75,000
79,000
83,000
87,000
91,000
95,000
2023-Est.2024-F 2025-F 2026-F 2027-F 2028-F 2029-F 2030-F
CITY OF RANCHO CUCAMONGA: ANNUAL CHANGE IN EMPLOYMENT BY
FIRMS LOCATED IN THE CITY BY TYPE
(2023-EST TO 2030-FORECAST) -*WITH HIGH SPEED RAIL*
TOTAL NONFARM - BASELINE GROWTH BASED HIGH SPEED RAIL - CONSTRUCTION
HIGH SPEED RAIL - OPERATIONS (ADMIN AND SUPPORT)HIGH SPEED RAIL - ALL SUPPORT SECTORS
THIS GRAPH DOES NOT
CURRENTLY INCLUDE
ADDITIONAL EMPLOYMENT
THAT WOULD BE
GENERATED BY THE
DEVELOPMENT OF
RESTAURANTS, HOTELS AND
OTHER FACILITIES IN THE
VICINITY OF THE RC STATION
HSR STUDY: PAGE 11
18
PASSENGER TOURISM OCCURS IN BOTH DIRECTIONS
SOUTHERN CALIFORNIA VISITORS TO LAS VEGAS- MAJORITY
ALSO LAS VEGAS VISITORS TO SOUTHERN CALIFORNIA
HSR STUDY: PAGE 4
6.0M
1.9M
560K 302K
4.1M
1.4M
258K
0
1,000,000
2,000,000
3,000,000
4,000,000
5,000,000
6,000,000
7,000,000
1. Total
Domestic
vistors --> So
Cal
Remove
Visitors not
from LV
(67.8%)
2. LV Visitors -
-> So CA
(32.2%)
Remove sc
vistors not to
IE (90.7%)
3. Estimated
number of LV
vistors to IE
Remove IE
vistors not
Using Rail
4. Visitors
from LV to IE
Using BW-
HSR
ESTIMATED NUMBER OF VISITORS FROM LAS VEGAS
TRAVELING TO THE INLAND EMPIRE
(BASED UPON PLAUSIBLE BUT CONSERVATIVE ASSUMPTIONS)
H. ESTIMATE OF POTENTIAL NUMBER OF VISITORS FROM LAS VEGAS
COMING TO THE BW-HSR STATION FOR TOURISM HYPOTHETICAL SCENARIO
THERE IS NOT CURRENTLY AVAILABLE DATA THAT PROVIDES AN ESTIMATE OF THE NUMBER OF VISITORS FROM
LAS VEGAS (LV) THAT WILL LIKELY COME TO THE INLAND EMPIRE (IE) AND THEN UTILIZE THE RC-HSR STATION
AS AN EMBARKATION POINT FOR THEIR TOURISM ACTIVITIES.
ACCORDINGLY, EMPIRE FORMULATED AN ALGORITHM TO ESTIMATE THE NUMBER OF SUCH LV VISITORS TO
THE RC-STATION, SOME 302,263 ANNUALLY.
19
ORIGINS OF VISITORS COMING TO THE INLAND EMPIRE
HSR STUDY: PAGE 29
I. ECONOMIC BENEFITS OF RAIL – POTENTIAL REAL ESTATE PREMIUMS
20
THE UNIVERSITY OF FLORIDA COLLEGE OF BUSINESS BERGSTROM REAL
ESTATE CENTER PERFORMED AN ANALYSIS OF HOW PROPERTY VALUES WERE
IMPACTED BY THE BF-HSR
FOR EACH OF THE BF-HSR STATIONS, CHANGES IN PROPERTY VALUES WERE
ANALYZED BEFORE AS WELL AS AFTER EACH OF THE FOLLOWING EVENTS
1-PUBLIC ANNOUNCEMENT
2-BEGINNING OF CONSTRUCTION
3-OPENING OF THE STATION
FURTHERMORE, THESE PROPERTY VALUE CHANGES WERE THEN COMPARED:
PROPERTIES CLOSEST TO THE STATION
PROPERTIES FURTHEST FROM THE STATION
THE OVERALL RESULTS REFLECTED ABOUT A 9% PREMIUM FOR THE
RESIDENTIAL PROPERTY VALUES THAT WERE LOCATED CLOSEST TO EACH OF
THE BRIGHTLINE STATIONS, AS COMPARED TO THOSE PROPERTIES THAT
WERE FURTHEST.
.
HSR STUDY: PAGE 31