The URL can be used to link to this page

Home My WebLink About2004/03/17 - Agenda Packet (partial)Annual Engineer's Report Fiscal Year 2004/2005 City of Rancho Cucamonga PARKS AND RECREATION IMPROVEMENT DISTRICT NO. PD-85 /~llia~t J. O Nell, City Engin¢,er TABLE OF CONTENTS Authority for Report ..................................................................... I Findings District Analysis ..................................................................... 2 Estimate of Work Method of Spread. ....................................................................... 3 Projected 2004/05 Assessments .................................................. 5 Appendix ...................................................................................... 6 Appendix Calendar Year 2003 Annexations Parks and Recreation District - PD-85 PROJECT UNITS ANNEX DATE DR 00-60 96 MF 1/15/2003 DRC 2002-00820 3.57 AC 3/19/2003 DRC CUP 00-09 2.85 AC 4/16/2003 PM 15970 2 SFD 4/16/2003 DRC 2002-00218 8.46 AC 5/7/2003 PM 16042 12.87 AC 6/4/2003 TR 16237 8 SF 6/18/2003 TR 16332 22 SF 6/18/2003 PM 15731 2.95 AC 7/2/2003 PM 16057 2 SFD 7/2/2003 PM 16058 2 SFD 7/2/2003 TR 16398 8.2 AC 7/16/2003 TR 16344 18 SF 8/16/2003 TR 16262 15 SF 8/20/2003 DRC 2002-00601 168 MF 11/19/2003 PM 15665 34.78 AC 11/19/2003 TR 16431 15 SF 11/19/2003 DRC 2002-00306 1.75 AC 12/3/2003 City of Rancho Cucamonga Annual Report PD-85 Fiscal Year 2004/2005 AUTHORITY FOR REPORT This report for the 2004/2005 fiscal year is prepared pursuant to the order of the Oity Goun¢il of the Oity of Rancho Oucamonga and in compliance with the requirements of Article 4, Ohapter 1, Landscape and Lighting Act of 1972, being Division 15, Seotion 22500 of the Streets and Highways code. Provisions for this annual assessment are included in Ohapter 3 of the Landsoape and Lighting Act of 1972. The purpose of this report is to set forth findings and the assessment analysis for the annual levy of assessments for the Parks and Recreation Improvement District No. PD-85, thereafter referred to as "the District". This District, using direct benefit assessments, has been created to provide funds to finance the cost of ¢onstruotion, maintenance, operation and debt payment of Heritage Gommunity Park and Red Hill Oommunity Park in the Oity of Rancho Ouoamonga. FINDINGS Section 2257~3, Landscape and Lighting Aot of 1972, requires assessments to be levied according to b'enefit rather than a¢oording 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 whioh fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefits to be received by eaoh 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 (Oivision 7, commencing with Seotion 5000 of the Streets and Highways Oode, State of Oalifornia). 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 basis of benefit, they are ¢onsidared a user's fee, not a tax; and, therefore, are not governed by Article XIIIA. Properties owned by publi¢ agencies, such as a city, county, state, or the federal government are not assessable without the approval of the partioular agenoy and, normally, are not assessed. Oertain 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 aoreage. DISTFIIOT ANALYSIS A. Improvement District Boundary The improvement district inoludes all of the Oity of Flancho Oucamonga with the general exception of land east of Deer Greek Ghannel and the Victoria, Oaryn & Terra Vista Planned Oommunities. AIl 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 Parks and Recreation Improvement District No. PD - 85. C. Facilities The existing works of improvement are generally described as follows: 1. The construction 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. 2. The construction of Red Hill Community Park including, but not limited to, grading, planting, irrigation, onsite roads, sidewalks, parking lots, lighting, waterscape, restrooms, senior citizen facilities, playground equipment, picnic facilities, major lighted athletic facilities, jogging trail, underground storm drain system, and adjacent public street improvements. D. The assessment rate for the 2003/2004 FY is $52.00; this rate will not increase for the 2004/05 Fy. It is estimated that this assessment rate will cover the district's maintenance and operation expenses for the 2004/05 FY. ESTIMATE OF WORK The Landscaping and Lighting Act of 1972 permits carrying forward surpluses or recovering deficits in subsequent fiscal years. Costs for the district will be reviewed annually. Any surplus credited against assessment or any deficits shall be included in the assessment for the following fiscal year. Proposed Maintenance Budget: Regular Payroll $335,500.00 Overtime Payroll $2,500.00 Part Time Salaries $10,800.00 Fringe Benefits $124,360.00 Subtotal: $473,160.00 Vehicle Maintenance & Operations $11,390.00 Maintenance & Operations - Landscaping $105,400.00 Maintenance & Operations - Facilities $15,000.00 Equipment Maintenance $32,380.00 Capital Expenditures Capital Outlay/Equipment $3,050.00 Emergency & Routine Vehicle & Equip. Rental $4,000.00 Contract Services - Landscaping $17,800.00 Contract Services - Trees $12,000.00 Contract Services - Facilities $12,000.00 Water Utilities $108,150.00 Electric Utilities $128,810.00 Telephone Utilities $4,200.00 Subtotal: $454,180.00 Assessment Admin. and General Overhead $273,220.00 Debt Service $670,000.00 Subtotal: $943,220.00 Gross Revenue Required $1,870,560.00 Less: 03/034 Carryover $48,506.00 Assessment Revenue Required: $1,822,054.00 METHOD OF SPREAD The Landscaping and Lighting Act of 1972 indicates that assessments may be apportioned by any formula or method which fairly distributes costs among all lots or parcels within the District in proportion to the estimated benefit received. A. Definitions The District is divided into three categories for the purpose of determining the assessments as follows: CATEGORY A - includes parcels based on the number of existing residential units within certain ranges of parcel size. CATEGORY B - includes all parcels not defined in Category A or Category C. CATEGORY C - includes exempt parcels. Exempt parcels were discovered by searching the County Assessor's computer tapes for those parcels that are listed as exempt by the Assessor or which have an assessed value of less than $500. In conducting the search, several parcels were included as exempt that show parcel sizes in excess of 1.5 acres and type codes of, for example, residential or agriculture. These parcels were added back into the rolls and assessed. B. Formula The assessment formula is based on actual land use information contained in the current San Bernardino Assessor's computer flies and Assessor's parcel maps. Category A: All pamels containing existing residential dwelling units and meeting the following conditions. Parcel Size Range Dwelling Units/Pamel 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 25.0 acres and 15 or more dwelling units 25.01 acres & larger 26 or more dwelling units Category A is based on the number of existing residential units. The actual assessment for Bond Debt Service per existing residential dwelling unit may decrease each year as more residential units are built within the improvement district. Maintenance costs, however, am expected to increase annually and will somewhat offset the anticipated decrease in assessments due to new development. 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 rights-of-way 4. Major utility transmission rights-of-way; 5. Mineral rights; 6. Parcels so small they currently cannot be built upon; 7. All normally assessable parcels within an assessed valuation of less than $500 and 1.5 acres or less; and, C. Summary of Preliminary Assessment Amounts Category A: The preliminary estimated assessment rate, which will be levied during fiscal year 2004/05, is $52.00 per 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 $52.00 times the number of dwelling units. Category B: The assessment, which may be levied for parcels within Category B during fiscal year 2003/04, shall be according to the following schedule: Definition Assessment per Parcel less than 1.50 acres $26.00 1.51 acres to 3/50 acres $78.00 3.51 acres to 7.0 acres $182.00 7.01 acres to 14.0 acres $364.00 14.01 acres to 25.0 acres $728.00 25.01acres & larger $1,300.00 Category C: The assessment shall be $0.00 for Category C parcels. PROJECTED 2004/2005 ASSESSMENTS: Number of Assessment Units Rate Assessment Single Family Parcels 23,582 $52.00 $1,226,264.00 Multi-Family Parcels 7,759 $52.00 $403,468.00 Less than 1.50 Acres (1084 Parcels) 1,084 $26.00 $28,184.00 1.5 Acres to 3.50 Acres (381 Parcels) 381 $78.00 $29,718.00 3.51 Acres to 7.0 Acres (194 Parcels) 194 $182.00 $35,308.00 7.01 Acres to 14.0 Acres (108 Parcels) 108 $364.00 $39,312.00 14.01 Acres to 25.0 Acres (50 Parcels) 50 $728.00 $36,400.00 25.01 Acres or larger (18 Parcels) 18 $1,300.00 $23,400.00 33,176 $1,822,054.00 Assessment District 85-PD-R