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1977
Lions Park Community Center
9161 Base Line Road
Rancho Cucamonga, California
September 21, 1983.- 7:30 p.m.
All items submitted for the City Council Agenda must be in Writing. The deadline
for submitting these items is 5:00 p.m. on the Wednesday prior to the meeting. The
City Clerk's Office receives all such items.
1. CALL TO ORDER
A. Pledge of Allegiance to Flag.
B. Roll Call: Buquet , Dahl , Frost
Schlosser _, and Mikels _
• C. Approval of Minutes: None submitted.
2. ANNOUNCE
a. Tun sday, October 4, 1983,
COMMISSION DEVELOPMENT CODE
Community Center.
b. Recognition of Service to
Hickcock.
RENTS
6:30 p.m. - PLANNING
WORKSHOP - Lions Park
the community - Robert
3. CONSENT CALENDAR
The following Consent Calendar items are expected to be
routine and non - controversial. They will be acted upon by
the Council at one time without discussion.
A. Approval of 'Warrants, Register No. 83-9 -21, and Payroll i
of 9 -8 -83 in the total amamt or $300,926.11. 1
B. Alcoholic Beverage Application for On -sale Beer A Wine 2
Eating, Piano, Roy D. Lindenblatt, Jr., 8800 -8 Base Line
12 Road.
City Council Agenda -2- September 21, 1983
\J
C.
Forward Claim against the City by David Walter Hough to
3
the city attorney and insurance company for handling.
D.
Forward Claim against the City by William Prichard to
6
the city attorney and insurance company for handling.
E.
Forward Claim against the City by Canissa Wulf to the
13
city attorney and insurance company for handling.
F.
Forward Cla'.m against the City by Signal Maintenance
18
Inc, to the city attorney and insurance companv for
hand Iinv.
G.
Recommend Chet City Council approve the City Engineer's
28
acceptance of the Base Line Road Overlay improvements
(43- 20 -51), authorize the City engineer to file a Notice
of Completion with the County recorder, and to release
the performance surety and retention bonds.
Fait!;fui Performance Bond $54,961.00
RESOLUTION NO. 83-161
31
•
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
CF RANCHO CUCAMONGA, CALIFORNIA. ACCEPTING
THE PUBLIC IMPROVEMENTS FOR BASE LINE ROAD
OVEFLAY IMPROVEMENTS (43- 20 -51) AND
07.'I3i1I7.ING THE FILING OF A NOTICE OF
COMPLETION FOR THE WORK.
H.
Recommend awarding of Sapphire Street Sidewalk
32
Improvements (06- 25 -71) to Tri -City Construction, the
lowent responsible bidder, at $30,902.29 and authorize
funding plus 10% contingency.
I.
Recommend approval of Parcel Map 7972 submitted by
34
Pneudraulics, located at the southeast corner of Arrow
Route and Helms Avenue.
RESOLUTION NO. 83 -162
37
A R,SCLIITION CF THE CITY COUNCIL OF THE CITY
OF RANCHO CUCAMONGA, CALIFORNIA, APPROVING
PARCEL MAP 7972.
J.
Recommend award of Traffic Signal contract at Archibald
38
and 4th Street to Grissom and Johnson, the lowest
responsible bidder, at $68,330 and authorize funding
plus 101 oontingenoy.
City Council Agenda -3- September 21, 1983
CJ
K. Re rommend approval of Parcel Map 7000 submitted by James
43
De Bose located on the south side of 19th Street, east
of Jasper Street.
RESOLUTION 10. 83 -163
46
A REscLurION OF THE CITY COUNCIL OF THE CITY
OF RANCHO CUCAMONGA, CALIFORNIA, APPROVING
PARCEL MAP 7000.
L. Release of Bond for Tract 0435, located south of 19th
47
Street, east of Haven Avenue. Owner: Crisman
Deve'.-pn^ct Coup.
R-Il ase Monumentation Bond $3,250.00
M. Release of Improvement Security for 6123 Amethyst
48
Street.
➢-.provcment Security $3,600.00
N. Recomm,�nd that Base Line Road be designated as a
•
'Thrrouah Street." The designation was omitted from the
list or:?:naliy established by San Bernardino County and
adopted by the City.
RESOLUTION NO. 83 -164
55
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF RANCHO CUCAMONGA, CALIFORNIA, DESIGNATING
BA!!F, LINE ROAD AS A THROUGH STREET.
4. ADVERTISED PUBLIC HEARINGS
A. ENVIRONMENTAL ASSESSMENT AND ZONE CHANGE 83 -03 - LEE. A
change of zone from A -1 (limited agriculture) to R -3
(multi - family residential) for 1,93 acres of land
Isra t•d on the west aide of Vineyard Avenue between
Arrow Rnut� and Foothill Boulevard - APN 207- 211 -24.
StafC report by Michael Vairin, Senior Planner.
CRDI)IINCE NO. %09 (second reading)
56
AN ORDINANCE OF THE CITY OF RANCHO CUCAMONGA,
CALIFORNIA, REZONING ASSESSOR'S PARCEL NUMBER
207- 211 -24, LOCATED ON THE WEST SIDE OF
VINEYARD BETWEEN ARROW ROUTE AND FOOTHILL
BOULEVARD FROM A -1 TO R -3•
Imo,
` "J
City Council Agenda -4- September 21, 1983
B. ORDERING THE WORK IN CONNECTION WITH ANNEXATION NO. 14 57
TO LANDSCAPE MAINTENANCE -DISTRICT NO. 1. It is
recommended that the CiLy Council approve the Resolution
ordering the work in connection with Annexation No. 14
to include Tract Numbers 12090, 11144, 11173, 11173 -1,
12184, 11663, and 12019 through 12025• Staff report by
Lloyd Hubbs, City Engineer.
RESOLUTION NO. 83-165 64
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
0? RANCHO CUCAMONGA, CALIFORNIA, ORDERING THE
WORK IN CONNECTION WITH ANNEXATION NO. 14 TO /011 11
LANDSCAPE MAINTENANCE DISTRICT NO. 1 FOR
TRACT NOS. 12090, 11144, 11173, 11173 -1,
12134, 11663, AND 12019 THROUGH 12025.
5. NON- ADVERTIZED PUBLIC HEARINGS
• A. AMENDMENT TO THE BUSINESS LICENSE ORDINANCE. An
ordinance to clarify the meaning of gross receipts for
real estate brokers.
ORDINANCE NO. 208 (second reading) 73
AN ORDINANCE OF THE CITY OF RANCHO CUCAMONGA,
CALIFORNIA, AMENDING SUBSECTION A5 OF SECTION
5.04.290 OF THE RANCHO CUCAMONGA MUNICIPAL
CODE TO CLARIFY THE MEANING OF GROSS RECEIPTS
OF REAL ESTATE BROKERS FOR THE PURPOSES OF
BUSINESS LICENSE TAXES.
6. CITT MANAGER'S REPORTS
A. DRAFT FOOTHILL COMMUNITY PLAN. The City Council will 74
conaider renommendations on the Draft Foothill Community
Plan for the irea within the City'n sphere of influence
north oC the city's Incorporated boundary.
I
I*
City Council Agenda -5- September 21, 1983
RESOLUTION NO. 83 -166 88
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF RANCHO CUCAMONGA, CALIFORNIA, RECOMMENDING
TO THE BOARD OF SUPERVISORS OF THE COUNTY OF
SA:' BERNARDINO CERTAIN ACTION TO BE TAKEN
UPON ADOPTION OF THE DRAFT FOOTHILL COMMUNITY
PLAN.
B. CABLE TELEVISION. Consideration of utilizing a cable 92
televioion consultant to develop a comprehensive cable
television ordinance for the City of Rancho Cucamonga.
C. CONTRACTS WITH CONSULTANTS ON THE HOUSING MORTGAGE BOND 98
PROGRAM. The approval of contracts for services from
the Financial Advisor, Bond Underwriter, Bond Counsel
and Feasibility Consultant on the Housing Mortgage Bond
Program. Council had approved selection of the three
consultants at a prior meeting.
• 7. CITY ATTORNEY'S REPORTS
Na items submitted.
8. COUNCIL BUSINESS
A. CONSIDERATION OF FILLING VACANCY ON THE PARKS ADVISORY
COMMITTEE.
9. ADJOURNMENT
•
CITY OF RANCHO CUCAMON,
REDEVELOPMENT AGENCY
STAFF REPORT
DATE:
September
21, 1483
T0:
Members of
the
Redevelopment Agency
FROM:
Jack Lam,
AICP,
Assistant Executive Director
SUBJECT:
FINANCIAL
PLAN
FOR PUBLIC FACILITIES AND SERVICES
THE PROJECT
The F ... ancial Plan for Public Facilities and Services is intended to
provide detailed fiscal analysis of resources and costs as well as
develop a strategy for implementation. Also included will be a fiscal
model enabling easy update and analysis on a small computer system.
The Plan will help meet the goals of the General Plan as well as the
Redevelopment Plan as an important economic and housing component.
BACKGROUND
The City Council appointed Mayor Mikels and Councilmember Frost as a
subcommittee to review proposals for the project. After interviewing
three finalists, the Committee has recommended the firm of Land Econo-
mics Group in conjunction with Angus McDonald and Associates to do the
project. The Committee selected the firm for the following reasons:
- The firm's expertise and capabilities in the areas of
municipal finance, fiscal modeling and land economics.
- The quality and completeness of the proposal.
- Experience and degree of direct participation by the firm
principals.
- The firm's resources for completing the project and its
ability to work well with all parties involved.
- Familiarity with Rancho Cucamonga, the region, and its
facilities needs.
The proposal is a direct response to the RFP (request for proposal)
which is attached to the staff report along with the proposal itself.
Financial Plan for Public Facilities and Services
September 21, 1983
Page Two
The proposal as submitted stated a contract price of $72,000. Staff
has negotiated a final contract of $55,000 with a $5,000 time and mate-
rials contingency. Since the UP purposely left out equipment (to allow
the City to control selection and cost) it is recommended that the dif-
ference between the original cost and the final contract cost be util-
ized to purchase digital equipment for the fiscal model, thereby
resulting in a total project cost not to exceed $72,000.
Further, Council will recall that $18,000 was specifically budaeted
to begin purchase of data processing equipment and to start parcel
based data management systems. It would be desirable to combine the
analysis of parcel based systems needs with the fiscal model needs
to eliminate any conflict between programs and provide a more cost -
effective hardware purchase. The consultant has agreed to incorporate
this in the first month of the work program. Therefore, staff recom-
mends that no equipment be purchased now, and to await the consultant
recommendation before deciding on a possible combined purchase of
equipment. The purchase of equipment must be timed for the second
month of the project to enable use of the fiscal model and completion
of the financial plan project.
RECOMMENDATION
1. Approve selection of Land Economics Group /Angus McDonald
and Associates.
2. Approve the consultant contract for $55,000 with a $5,000
contingency and authorize the Mayor to sign the contract.
3. Budget from the Redevelopment Housing setaside fund a total
of $72,000 for the project and establish program account.
4. Postpone selection of equipment until consultant submits
recommendation,
Reipectfu y submitte ,
J LAM, AICP
Assistant Executive Director
JL:jk
Attachments: Consultant Contract
Fiscal Modeling Proposal
Request for Proposal
J*
0
Fiscal mo<3eling system
A Description Prepared For
City of Rancho Cucamonga
by:
Anguo .fc UOndld s Associates /The Land Economics Group
In Association With
Hall S Foreman, Inc.
M
June, 1983
83 -1052
TABLE OF CONTENTS
ppr
PAGE
I.
Overview . . . . . . . . . . . . . . . . .
. . . . . . . 1
A. Purpose . . . . . . . . . . . . . . .
. . . . . . . 1
B. Examples of Output . . . . . . . . .
. . . . 4 - 17
Table I -1 Index to Exhibits . . . .
. . . . . . . 3
II.
Systems Organization . . . . . . . . . . .
. . . . . . .18
Figure II -1 . . . . . . . . . . . . .
. . . . . . .19
A. Format of Reports . . . . . . . . . .
. . . . . . .18
0. System Flow . . . . . . . . . . . . .
. . . . . . .18
1. Project Description . . . . . . .
. . . . . . .18
2. Expenditure Estimates . . . . . .
. . . . . . .20
3. Revenue Estimates . . . . . . . .
. . . . . . .21
4. Assessment Spread . . . . . . . .
. . . . . . .21
C. Using the Models . . . . . . . . . .
. . . . . . .22
III.
Data Requirements . . . . . . . . . . . .
. . . . . . .24
A. The Geographic Base . . . . . . . . .
. . . . . . .24
B. Land Use and Development Plan . . . .
. . . . . . .24
C. Expenditure Estimates . . . . . .
. . . . . . .25
D. Revenue Estimates . . . . . . . . . .
. . . . . . .25
E. Assessment Spreads . . . . . . . . .
. . . . . . .25
IV.
Computer Requirements . . . . . . . . . .
. . . . . . .26
ppr
I. OVERVIEW
The fiscal analysis computer models used by McDonald 6 Associates
have been developed and integrated into a single system through a
continuing process that began in 1980. The modeling system grew
out of the batch processing computer models that were used
previously. The models now take full advantage of:
• the firm's in -house computer
• modern data base concepts that permit truly interactive
computing and efficient testing of "what if" alternatives
The following paragraphs describe the purpose and products of the
fiscal modeling system:
Purvcsp
The fiscal modeling system is based on four related concepts:
Scarcity_ Since the passage of Proposition 13, local governments
in Caii'.ornia have had to take extreme care in assuring that land
use and development decisions are financially sound and mutually
equitable for existing and new residents.
Combl--x itv. Public finance in California has become increasingly
ro :pi-ex aria this complexity has affected the procedures that must
be used to forecast revenues and expenditures. For example, the
taxable market value of real property is now a function of rate
of change in ownership as well as taxable value. The motor fuel
tax responds to a complex relationship between vehicle
registration, relative taxable value and population.
Clarity. The increasing complexity of intergovernmental finance
in the "ace of diminishing resources has created a need for
clarity in presenting alternatives to appointed and eleuted
officials. The fir al impacts of a proposed action must be
related to the well established bupgetary process in a local
govcrnire nt. It is very undesirable to describe fiscal impacts in
terms that are not familiar to local officials. Fiscal impact
r.iporte; must be consistent with existing and well established
budgeting practices (i.e., analysis by fund).
Uncertainty. A number of assumptions must be made in any fiscal
anal'y'sIs. i, number of alternatives are normally available for
distributing financial burdens among landowners and residents.
The ranqu of calculations required to test sensitivity of
assumptions and to test the equity of alternatives is extensive.
The calculation effort required would be uneconomic without the
support of user - friendly computer models.
o A single integrated data base for each project or
.jurisdiction that permits interaction between assumptions
about land use, expenditures, revenues and financing
alternatives.
A modeling structure that was designed to be used by
management consultants and public administrators rather than
by computer specialists.
A set of input forms that absolutely require complete
documentation of assumptions. The analysis can be
reconstructed months or years after the analysis has been
completed.
B. Examples of output
Table I -1 provides an index to exhibits of the types of analysis
and the reports that are produced by the modeling system.
0
2
0
In response to these facts
McDonald &
Associates developed its
computer modeling system.
The system
is characterized by:
o A single integrated data base for each project or
.jurisdiction that permits interaction between assumptions
about land use, expenditures, revenues and financing
alternatives.
A modeling structure that was designed to be used by
management consultants and public administrators rather than
by computer specialists.
A set of input forms that absolutely require complete
documentation of assumptions. The analysis can be
reconstructed months or years after the analysis has been
completed.
B. Examples of output
Table I -1 provides an index to exhibits of the types of analysis
and the reports that are produced by the modeling system.
0
2
TABLE I - 1
INDEX TO EXHIBITS
Exhibit
Page
Description
1
4
REVENUES AFTER ANNEXATION
2
5
FUND BALANCES
3
6
POSITION SCHEDULE /EXPENDITURE ESTIMATE
4
7
FISCAL IMPACT STUDY /ADDED POPULATION
5
8
OUTPUT FROM BUDGETSUM PROGRAM
Lists and totals jurisdiction budget
by fund.
6
9
OUTPUT FROM FUELTAX PROGRAM.
7
10
Fueltax revenues by S s H Code Section
(2104, 2106, 2107, 2107.5).
8
11
OUTPUT FROM DEVELFEE PROGRAM
Development fees based on DU's added.
9
12
OUTPUT FROM PROPTAX PROGRAM
Property tax by TRA and Planning Area.
10
13
OUTPUT FROM TAXAPPOR PROGRAM
Property tax apportioned by Agency.
11
14
OUTPUT FROM PTTAX PROGRAM
Property transfer tax.
12
15
OUTPUT FROM ANNUALS PROGRAM
Spread sheet for general cost and
revenue items.
13
16
SCREEN DOCUMENTATION
All data entered using the Fiscal
screens can be documented in this
manner.
14
17
MENU OF FISCAL SCREENS AND PROGRAMS
List of data entry screens and programs
used in the fiscal model.
3
1
EXHIBIT 1
REVENUES AFTER ANNEXATION
Fi te•otr.e: Aeneutson
A•e.: All East Pile Alto
CITY RE:'ES7E5
! :,.wds of 198218: 8:!l:rsl
19E:184 1921,85 198!!A6 198:787 1987188
Fr,;nt/ tas 1543 1566 1590 1613 1637
S::es A•. 110 160 Ho 160 160
Prr;rts 7:rs4. 11r 8 18 to IB IR
F,;rses, Fruls rd Fees 94 91 94 94 94
iee 1:5 125 135 125 125
F:•.es :-� re•iltlls If II 11 11 11
52 47 44 40 37
cp.::!e !. -t:eu is A2 512 542 512 512
N!vai -ne-.e S`,:•ug 90 I80 180 180 780
Non:'o u. Cw. A:B:n 35 35 35 35 35
::.,t, %stl:e S,%!fl SA.vtw 40 40 40 40 40
Csss c! r:•el . -d Pro;rtY 109 115 116 117 lit
.... .. ........ ...... ................. ... . . . .. .............. _ .... .__.. --------
1 ;11 2769 2933 2955 2915 2997
.................................................. ... ...................... . . . . ..
Fa! Ar 331 309 28: 264 211
Ve'n c!e ( :de Fs nos 91 91 91 91 91
lr tare st F:emngs - Fc10 Fund IE 17 16 15 11
........................ ... --------------- ........ _.__..._.._..------ ...------ ..
L•::I 113 117 393 370 319
.................................................. .................... ...........
F41 :;r;:SE F04(S
Fees L, Serrrces 1578 1578 1578 1578 1578
479D ON 19:6 1923 ON
.................................. ........ --- .............. ........... ....._
Se.•u: rt(ratd 6 Assccutes
4
EXHIBIT 2
FUND BALANCES
A:tr ,t n e: Inccrpor :tmc
A: ;v:•: % ^sa: Entire Are4
I
I
IDcuseo7s
of 19x'.16;
1014rs7
e
199;!91
19EA,E5 195;756
19e6A; 193.'1x9
Sts. ;
.F1. II
0
e:4
110?
1412
1992
A:1! iv
139
90
114
13.
i ^,Y
- ___.__...._-----------------------------
0
,1 262
1192
_--- .- .-
1526
.___.----
19:3
-...__
Ara.,: r,j
v FU,:
Silences
L. . ,. F. -:f
Fe... m
le.'.
2610
2659
2712
2715
E Ge-;::_•..
995
2332
2749
2122
234q
Ne: :'.- :e
e:l
27e
710
390
C;
119
424
709
366
341
&;e- ^.:.•e!
11
772
764
311
3..4
pie - :. •'
Frs +e•s
0
Net C'.r:^
4A
-348
24
22
22
Ente+;rise
F.n!s
Fe.e-.es
14EE
1641
1611
1641
1641
IIE:
1641
1641
1641
161;
Ir!•. :. -!
in ^s +ens
0
...................................................
0
0
..............................
0
0
0
6re•.1 ;s
.
ail
W,
IC:
le:'.
2 2:e
p: +! e, -!
4 :3
90
111
136
Ns
ISe
laW
...............
..................
.------------------
1 :6:
1192
.......
I5:6
.---------
19:3
. _......
22
__._
I
.!:c •.+::.e Inc cpv atl:n EXHIBIT 3
Ee; ;'a; h C
.
..................................
------------- --------------------------------------
TOTAL
POSIT TUN
S;F; cL, Ut IPEN, I TUnE UT I PATE
----------------
35.00
35.00
......
35.00
BQDEET UN:1:
Public 9fety
044 -JAL EIPMULFE
Bur Eep!oyer
Yknc's
AN.NJAL N'JN6EP Or PCS!il[N9
Salaries
s rt un
.......-------------------
Salary Bereft S.
2 :cap! I! I I C' ?I
......................................
196: /Et 199116; 192:16; 1556'0?
199':ee
.....--------------
F_ ^.It: Safety Dve:tcr
41000
,4 14.65
........................
1 1 1
1 1
, ,try +t
31100
.4 14.65
0 1 1
1 1
it•;P n:
307;0
.4 11.65
1 5 5
5
::xte t:a
1157,
,1 11.6.
D 2 2
2 1
to
Em
.4 14.65
1 17 17
17 1%
..r, prewt:: Cf !,:r•
26100
.4 14.65
0 3 3
3 3
:oa t_�a7 Eames Ca!:;r
195oo
.4 Me
0 2 2
2 2
........................... ...............................
Su "•t:l
176"
.4 .44
0 4 4
4 4
..................................
------------- --------------------------------------
TOTAL
3.90
35.00
----------------
35.00
35.00
......
35.00
Percent of
044 -JAL EIPMULFE
l7nouvads
of 198:!53 42!1
:ea
Salaries
190,1,:4
...________________
19BAf99
___________
198,!86
_____________
1996127
19E1'E5
__ ____
Si vies r: Yg4s
104
83:
232
83:
8::
.. •:,are
[e!:'s
0
to
to
10
to
Em
12
333
333
333
..
Y:•1v's Cs a•s4:1n
II
109
100
IOB
109
........................... ...............................
Su "•t:l
160
1282
1192
1262
._...
129.
Clflte E_t; 11 rs V Lrunlutw
.05
0
70
70
70
70
O!!: :r 2mtal
0
71
27
27
27
[:;:t:: C'U "
0
37
37
37
37
C:-t,W sv'n Ces
9,:ul C: >t•:I
10
20
20
20
20
Grnl De!e +se
7
7
7
7
7
.................... ...............
...t:tal
.................------
...._.____......_.
35
__.............................
161
161
161
16:
CCS:3 A4:16:
........................ ...............................
WE: tetail e47 not ad! Our to mCepedeot roun!in8
C
.......... ...............................
0 0 0 0 0
195 144; 1113 1113 1443
80LP.CE3 At D2nald 4nd Atsa ;iates
Wt:
P:
k
eHVI
03
48,
1
i
2.91
t.-W
Ix,bam pep
I.l
tug
:A
10
141
42,
210
I •,2
I
A4?
U."?
EXHIBIT 5
NJ,.. —, ln.s ^F:LGRI -
W2-2/83 13:44:71
FACE 1
944'A Pk :WA COUNTY Rr.W(Y OF 1982/1983 EUDGE7: COSTS
KliGET L711TS COSTS HUV ESTIIATED
CC'IFiAL HID
tngaslative aid AJ.ninistt•ative
1
926,949
CCUFTY-WIDE PER CAPITA
Finaixe (t)
s
5,919,856
CONTY -WIDE PFR CAPITA
Cwnty Cassel
s
816,817
COUGIT-UNT PER CAPITA
Fe, cnoel
f
734,395
COWTY-WIDE PER CAPITA
Pro;erty I'anaq;;,ent
f
4,217,958
CORITY-WIDE F'FR CAPITA
Plant Ac A,iisition (1)
4
121,161
CWY-WIDE PER CAPITA
Prowtion
4
376,794
CUWY-WIDE F'Et CAPITA
Other General (1)
s
419,251
CCYWFY-WIDE PER CAPITA
Judicial (1)
4
12,079,605
CCLMY-WIDE PER CAPITA
Police Protection
f
11,031,311
CASE STUDY
Detention and Correction;
f
11,624,573
COSRY -WIDE FER CAPITA
Fire prow.lien
s
8,007,(.9
CASE STUDY
P1vtettive Irspectnon (1)
4
2,608,983
COSRY-WIDE PER CAPITA
Other Protection (1)
s
2,633,6A9
COS4TT -WIDE F CAPITA
Tr?nzp)r aticn Facilities
4
31,781
C(UrTY-WIDE PER CAPITA
Haalth Caretental health (1)
4
18,532,.534
COti'ARIHLE AREA
Hnpital Care
4
937,573
C(t7AFAPLE AREA
Extal Services A.'etnistration
f
10,670,343
CO2fU KE AREA
Cate WlCal Aids
s
19,674,380
MAWLE AREA
General Relief (1)
f
77,000
C(YLPARAPLE AREA
Care of Jumile Coart Wards (1)
f
6,D00
COMPARABLE AREA
Cunty Veterans' Service Officer
f
151,27,
NO IMPACT
E.,plo7,ent 6 Trainiml Prograns
s
780,158
NO IMPACT
Camty Library Cw.ittee (1)
f
215,983
COSFTY-WIDE PER CAPITA
Cxjeratiw Ertenston
s
150,-,50
COROY-WIDE PER CAPITA
Pnrk Teparvent
4
2,379,567
COUNTY-WIDE PER CAPITA
PoAlic Wri:s•rounry Arts Co:mssion
s
64,a15
UNRCO.fIDWED PER CAPITA
SrrTOTAL P:R GE•E AL FUND 1115,190,359
EXHIBIT 6
01 /2e /83 17:53:05
ESTMATED HICM.'AY USERS' TAX PF.1 TJES
COLWY of 3OLAla
AS?) PTMS
?a:e Fiscal Year : FY 1481/1982
Frcportian of VeAules in hwnty in Reletien to state : 0.010
Fro "rtm of Vninccr5oratad Area Assessed Value to Canty Assessed Value : 0.215
Dollars in nm,ill teems (i.e. not ad,,usted for inflation).
F;KAL
FOFIILATION
2104 REMME
2105 RE'.'FIAIE
TOTAL M-DUE
YEAR
(THYX4* S)
ITwJSANDS)
(MISANDS)
1981)1982
250,000
1
t
2113.8
f
2,281.9
1$82/1513
250,000
f 2,558.7
4
2598
t
2,818.3
1 ?83/1784
250,000
4 2;515.5
f
255.5
4
2,771.9
14111/1985
261,400
f 2,5.87.7
4
251.4
1
2,M.1
!?95/19!.}
261,400
f 2,545.0
f
247.4
4
2,792.4
FIVE f1AS `VPTO"AL 1 12:483.7
TOTAL SE1VJE $ 13,483.7
9
Ol /N /f3 IMMO
EXHIBIT 7
LTIMTED HIOF{JAY Lr-1S' TA% REVU$JES
CITY OF VALLEJO
A rQ1Tlmr,:
First Ye? of Anal•/5is : FY 1962 853
W lays in rvinal !eras Q e, net adjusted for inflation)
FISCAL 1'1,4R FCPL:4T10N 2106 REl ^.UE 2107 REV£4h 2107.5 F:EVDNE TOTAL FLVE`FlE
1:'82/1993
83,000
$346,215
4597,741
4 7,500
t 951,456
1A53/1994
93,000
$3401574
$670,828
4 1,500
1 1,018,902
1994 /1985
v'"
$335,0227
$659,744
1 7,500
1 1,002,270
1995/1986
94,400
1375,627
1731,962
1 7,500
$ 1,141,099
1°95/1997
94 :400
11389,169
11725,769
f 7,500
1 1,122,435
TOTAL R_ °.'faJE $ 5,23!,155 0
10
A
u
EXHIBIT 8
O'1W62 15:2"03
HOUSING DEVELOPMENT FEE REVENUES
CITY OF PIALTO
A °4!af 71 ?!IE:
2ese F9::al Year : FY 1992
Fc;vlat;on Grath Fate : 0.0 ?5
Foll er f:n,c ?re 1n C4rreat RBaarall `,r, es
6 <s.;ned F.x;e of Increase of Fe:eloncent Fee Per Ona • 0,05
A.era;o Fc F'ulataan per Housing L'oit • 2.50
FISCAL
FOFULATION
HOOTL10 Ur11T5
YEAR
57,985
AC'DED
1992
50,000
AN
183
51.1150
510
1984
52
513
7985
5 ?,845
525
1986
55,101
53e
FIVE tEA6' A',TOTAL
1087
56,570
552
1x98
57,985
566
1',89
59,434
580
19en
60.920
62,443
594
609
1A
79,732
780
FIVE
YEAR SUPTOTAL
f 614
1992
64 , 004
A ?e
1993 ,
65,!04
640
1994
67,244
x656
1995
69,1126
e72
1906
70,549
684
FIVE YEAR S!'IPTOTAL
IA'97
72r 415
706
1908
74,225
724
1999
76 MI
742
200.1)
77,x83
761
2001
79,732
780
FIVE TEAR SOFTOTAL
TOTAL PEcENOE
11
ADVITIONAL
TOTAL DE:'ELOF ^,ENT
FEENNIT
• FEE
A;LUONS>
t 500
$
0.200
1 52y
s
0.263
4 554
S
0.284
t 583
t
0.306
f 614
4
0.731
4
1.30.4
t 646
t
0.357
4 680
4
0.3BS
f 716
t
0.415
1 754
t
0.448
F 793
t
0.483
$
2.088
F 835
t
0.521
4 879
t
01563
4 925
t
0.507
S 974
1
0.655
1 1,025
t
0.•07
t
3.053
t I've
$
0.762
t 1,136
1
0.823
{ !,196
4
0. °.88
t 1,259
f
0. ?58
1 I,:dS
4
1.033
4
4.04
t
10.988
5
N
114µ IwKI weS:S
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t'..11f
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Mt:wn Md
IarvRT nwn ru
I� +M TtuS�
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1N..q
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: «an
:w.M
A%•o:
.qna}
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:xro
:.vo
I,}ro
rw
x
q.ao
e
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q
q
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o
0
ao
w
no
no
.:o
sY.
o
.r.
e
1tl
),010
)•tl>
)•.p
},.y
I].d0
I.,Ob
A.Im
A.sl4
,y.f)0
0
,a,tl
1 n.w
vaw
1 � AW
a
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05/23183 01: + ^:25
FISCAL STUD (z
Bu G9ev 1[em Name
STRAWBERRY ANNEXATION
CITY OF TIBCRON
MORE COOOtES
____________________________________
G YEAR
PUPVLATION
_______________________________
MULTIPLIER
OREVENUE
________________________
ONETIME
TOTAL
YEAR
REVENUE
REVENUE
REVENUE
______________________________________________________________________
1982/1983
1. 2YB
a
25.00
f
32.200
_______________________________
4
`00
12,7DO
1933/1984
11295
s
25.00
1
32.400
t
500
6
32,900
198411985
1.305
1
25.00
f
32.600
1
500
s
33.100
198511996
3!6
1
25.00
f
12,900
.1
1.000
1
33.900
1936/1991'
1.326
s
25.00
s
331200
s
1.000
t
34,200
19B / /1998
1,349
t
25.00
s
33,700
♦
1.000
t
34.700
tr 1988/1989
1.312
25.00
t
341300
1
21000
1
361300
1989/1990
1.396
t
25.00
f
341900
♦
2.000
♦
361900
1990/1991
1.419
t
25.OD
1
35.500
♦
21000
1
3 ?.500
199.11992
1.a+2
.
25.00
s
36.100
♦
2,000
1
33.100
Sn,,,.: Mc D., 1.1 6 Azzacla[es
CO
1+
lb
r
EXHIBIT 13
SAMPLE SCREEN DOCUMENTATION
BUDGET SCREEN
BUDGET ENTRY SCREEN 06/21/83
{1. COST OR REVENUE: [C)
?2. FUND CODE: [O11
EJ. CODE: (11001
1. JF BUDGET ITEM: [Legislative and Administrative ]
2. A :IOUtiT FROM BUDGET: [4775,064.00 I
3. DRIVER CODE: (1 )
16
u
0
0
EXHIBIT 14
FISCAL STUDY PROGRAM /SCREEN MENU
SC"ErN5 FOR DATA ENTRY
S1 STDASSUM STANDARD ASSUMPTIONS USED IN STUDY
S2 PROJDESC PROJECT DESCRIPTION
S3 TAXVAL EXOGENOUS A/V ENTRY
S$ POPFILE EXOGENOUS POPULATION ENTRY
S5 DP.I'JO?7,% ESTIMATING PROCEDURES (e.g., PERCAPITA)
S6 FUNDNAME FUNDS BY JURISDICTION
S7 B'_CGET BUDGET ITEM DESCRIPTIONS
S3 GASTAX PROJECT SPECIFIC DATA FOR FUELTAX PROGRAM
S9 GAtZAXn CONSTANTS FOR FUELTAX PROGRAM
SID CIGTAX CONSTANTS FOR CIGARETTE TAX PROGRAM
S1: TAXSALES TAXABLE SALES DATA
S12 TAXF''CTS TAX ALLOCATION FACTORS BY JURISDICTION
S13 BOTLIN—_ EXOGENOUS CASE STUDIES ENTRY
PP.CGRA!IS )i: FISCAL STUDY
PI ANNUALS SPREAD SHEET FOR GENERAL COST /REVENUE ITEMS
DUD;',SUN ECHOES JURISDICTION BUDGET BY FUND
i'3 r5TPA0 SORTS BUDGET ITEMS BY ESTIMATING PROCEDURE.
CI C, R 7V COMPUTES CIGARETTE TAX REVENUES
P5 DLViiT,FF.F, COMPUTES DEVELOPMENT FEES BASED ON DU'S ADDED
Pb FUCLPAX COMPUTES HIGHWAY USER'S TAX REVENUES
P7 INHABIT COMPUTES PROJECT DU'S ADDED
Pd PJPULATE COMPUTES PROJECT POPULATION
P9 PPOPTAX COMPUTES PROPERTY TAX USING JARVIS —GANN FACTORS
PID PT'. "AX COMPUTES PROPERTY TRANSFER TAX
PL1 TRXAPPOR COMPUTES PROPERTY TAX ALLOCATIONS TO JURISDICTIONS
PI2 SALT; S': AX COMPUTES SALES TAX BASED ON POPULATION
17
II. SYSTEM ORGANIZATION
The sequence of steps in the fiscal modeling system is summarized
in F'iyure II -1. The following paragraphs first describe the
overall pnilosophy behind the design and layout of the reports
that the computer models produce. Then there is a description of
the major steps in the process and a bummary of the user's
respons:btlity when using the models.
A. Format of Repo` its
The system is based on a report generator that permits all
reports to be formatted in a manner that is familiar to the
public ert: :ncy or agencies for which each fiscal study is
rele':ant. The accounting f•cnds, the budget categories and the
accountinq conventions are programmed to be exactly comparable to
the budgeting and financial control procedures that are actually
used by the jurisdiction. There is no accounting vocabulary that
is inflexibly incorporated into the models. The accounting
categories used by the jurisdiction are incorporated into the
.me 'cl.
For ezamble, if the jurisdiction uses a revenue category "Uses of
Money an Property" the financial model uses an exactly
equivalent_ category. Since the models have been designed with .
tnis requirement in mind there is no need to reprogram the models
to accomplish this end.
B. Svstem Flow
The major elements of the model are summarized in the following
paragraphs:
1. Project Description
T:oo 'key to all subsequent manual and computer -based analysis is a
clear unambiguous description of the project (or other action)
th,lt is being analyzed. The land uses are described in a
standardized format that includes:
Location of each land use relative to taxing jurisdictions,
Den:;it/ for other indication of land use.
o OrZgical T,arket value per unit (e.g. per dwelling unit, per
squara foot) .
o Demographic characteristics of the occupants or users.
O Number of units in place at the start of each year (or other
ttTe period). .
18
x.
'7.
Figure II-1
0,1 —view of the Fiscal Modeling Systeri
t
project description is the "driver" for all subsequent
estimates whether they are prepared by hand or by computer model.
This project description can be modified to test the sensitivity
of conclusions 'o assumptions about market vaiue, number of units
actually constructed, etc.
2. Exoenditure Estimates
The fiscal modeling system is based on the point of view that
although revenues are normally succeptinle to estimation by
computer mo;lel, public expenditures are not. A public
expenditure represents a decision, rather than the working of a
rule or law. An administrator decides:
o Wnat level of service will be required.
o What staffing pattern or other technique will be necessary
to provide the service.
• whether existing capacity or changes in organization can
reduce or eliminate any incremental costs.
• Whether capacity has now been reached and a small extension
of service requires a major extension of infrastructure or a
major restaffing.
These decisions must be carefully analyzed by the responsible
individual rather than be modeled based on average experience.
The modeling system allows for decision making about expenditures
outside of the model, but provides extensive computer -based
assistance to the decision maker. For example, personnel
requirements ana staffing associated with a project are decided
rather than modeled. Once the number of staff in each position
has been decided the computer model removes the labor of
calculating salaries, fringe benefits and burden.
In some cases the decision is made that a case study is not
warranted because of the size of the budget unit and in that case
a simple algorithm would be included in the model. An example
might be to charge all proposed projects a per capita or per
square foot average charge for services from the agency's finance
department.
The importance of professional judgment is even greater when
capital expenditure estimates are being made and priori�+es are
being established. This process normally requires engineering
judgment that must be applied outside of the model. The results
can then be part of the input to the model.
k' I;k
20
Revenue Estimates
Revenue estimates, in contrast to expenditure estimates, are
quite amenable to mathematical modeling. In some cases the
calculation is so complex that a manual effort is virtually
impractical.
The prime example is the property tax. Since the passage of
Proposition 13, the increase in taxable market value of an
individual parcel is limited to two percent per year (or the rate
of inflation, if it is lower) until a change of ownership takes
place. Also, the share of the one percent rate applied to
taxable value that an individual jurisdiction receives depends
critically on the location of the parcel within the jurisdiction.
The jurisdiction's share of the growth in taxable value (the tax
apportionment factor) can vary widely from place to place within
the jurisdiction. .n
Thus, a valid evaluation of property tax revenues depends on both
a complex algorithm that recognizes the interrelationship between
property turnover rate and taxable value and a capacity to sum.
the results of the calculation for a large number of tax rate
areas.
A revenue - estimating algorithm is incorporated into the fiscal
analysis model for each significant revenue budget unit used by
the jurisdiction. Each algorithm is selected to be appropriate
to the project or action that is being evaluated. For example,
if a project is relatively small, the calculation of motor fuel
tax revenues is fairly straightforward. If the project is large
enough to increase the growth rate of the jurisdiction beyond
whatever baseline assumption about growth that is being used
(e.q., the California Department of Finance's projections) then
much more sophisticated calculation is required.
The estimating procedures can be discussed at the outset with the
appropriate jurisdictions to assure compatibility with local
practice and to assure acceptability of assumptions when the
analysis is completed.
Assessment SFread
It the financing plan for a proposed project or other action "
includes the concept of charging a portion of the expenditures to
benefitted properties, it is important to test alternative
formulae by which benefitted properties would be charged. Within
the established legal principles applying to the allocation of
cost in proportion to some measure of benefit there is a wide
range of discretion. There is no precise definition of equity
that all landowners would accept.
21
There is, however, a general principle that equity will be
perceived when it emerges (or "I'll know it when I see it "). It
is very useful to be able to test alternative "spreads" of
proposed expenditures to benefitted properties to demonstrate to
affected landowners:
o That the proposed financial burden is realistic relative to
the value of the land.
That the financial burden is, in fact, proportional to a
reasonable measure of benefit.
o That the neighbors of a individual benefitted property are
being treated comparably and equitably.
The process of reaching a consensus on an equitable assessment
spread is aided if alternatives can be tested and if the burden
on each benefitted property can be illustrated quickly and
efficiently.
The assessment spread model within the fiscal analysis system
permits the rapid testing of alternative allocations,
Using The Models 0
The whole point of the fiscal modeling system is to permit a
responsible analyst or administrator to interact with the data
bAse, assess fiscal impacts and test realistic alternatives for
financing or for other fiscal mitigation measures. This purpose
would not bin -cr^ed unless the analyst was able to interact
directly with the computer models, to see the results of
intermediate or final calculations very quickly, and to make
adjustments in assumptions or data to test alternatives.
The models were designed to accomplish this consultant /data base
interaction without the intervention of a computer specialist.
The models are used on a day -by -day basis at McDonald s
Associates. All members of the consulting staff are expected to
be familiar with the modeling framework and capable of using the
models without technical assistance. Technical._ input and
assistance is available, of course. Members of the firm who are
specialists in computer modeling are involved in preparing
algorithms for special situations that would not properly be
addressed by an available algorithm. Nonetheless, the intent is
that each consultant be fully capable of interacting with the
models.
This intent has successfully been accomplished. This is
demonstrated by the fact that analysts with educational
backgrounds ranging from operations research to history have been
able to use the modeling system effectively. The required
22
I� training time is limited. An analyst can be productively using
the models within a matter of hours.
Ease of use does not lead to excessive computation and a shortage
of common sense, however. The output of each algorithm is
designed to require documentation of all key assumptions. These
assumptions are available for critical review. The models are
regarded as a way of reducing computational effort and, thus,
providing more time for analysis and recommendations.
23 ;
III. DATA REQUIREMENTS 0
The following paragraphs describe the data requirements of each
of the major submodels.
A. The Geographic Base
The modeling system requires identification of land use
assumptions for each geographic subarea but the definition of
each subarea is variable depending on the purposes of the
project.
At a minimum, the geographic base for a particular project must
be classified by Tax Rate Areas - -the geographic subareas that are
served by a unique combination of government agencies. In some
cases, if the tax apportionment factors for a number of tax rate
areas are approximately equal, it is possible to use "pseudo" tax
rate areas that are virtually identical.
If the fiscal evaluation involves an assignment of costs for
capital facilities in proportion to an estimate of benefit
conferred on different parcels, it is essential that each major
land holding be identified separately. Then, alternative
allocations of cost can be tested. An illustration can be
prepared showing the financial burden that would be placed on
each benefitted property.
Land Use and Development Plan
A separate allocation of land uses to land area must be made for
each significant land use that is a part of the proposed project.
Residential uses are normally distinguished by density and
commercial /industrial uses are usually classified by use. In the
case of a development project, a residual portion of undeveloped
land is calculated.
In most cases it is preferable to phase the development over
time, either year by year or phase by phase. A single "end -
state" analysis, after a development process has been completed,
may be acceptable for a small project. If a major, multi -year
project is being evaluated, a test must be made of whether there
is a fiscal balance of a year -by -year or phase -by -phase basis.
The question of whether the data -base need include data about
existing land uses, in ae.dition to development associated with a
proposed project depends on the purposes of the analysis. If the
impact of a proposed project is the only item being analyzed it
is not necessary to consider baseline land uses. If the purpose
of the analysis is, for example, to prepare a financial forecast ,
for a jurisdiction, then it is necessary to consider land use and
development throughput the jurisdiction.
24
Expenditure Estimates
In. almost every instance department staffs must be asked to
prepare a public services plan and an analysis of costs, at least
for major public services that would be impacted by a proposed
project. The reward to the departments for making this effort is
a public services plan /cost estimate that reflects actual policy
and intentions of the jurisdiction.
As noted previously, the preparation of estimates of capital
improvement costs normally requires the exercise of professional
engineering judgment.
A device that has proved to be very effective in reducing
workload and the potential for misunderstandings is to conduct an
initial information session with affected departmental staffs.
The purposes of the fiscal analysis can be explained, technical
assumptions can be summarized, and data forms that may reduce
workload and effort can be distributed. This technique has
proven itself in practice.
Revenue Estimates
The computer models that produce the revenue estimates also
provide for input and display of such technical assumptions as
baseline population, per capita revenues (where applicable),
inflation rates to be used, etc. These assumptions are often
conveniently available from a previous project and can be
modified to suit the circumstances of a new evaluation.
However, great care must be used by the analyst in selecting the
basic assumptions. They must be exactly relevant to the
circumstances of the project being analyzed, rather than being
used as a convenience because they were easily available.
The parameters that determine the revenue estimates are usually
available from published sources or through the use of an
analyst's judgment. In some circumstances documentation for a
r ^venue estimate may be a major research effort in ana of itself.
If t.hcre is a question, for eeample, about the feasibility of a
sh:ppiny center, the estimate of taxable retail sales per square
toot mrnht involve extensive market research.
AA
E. Asnessment Spreads
The portion of the data base that will be used to test
alternative allocations of cost to benefitted properties depends
strictly on the application that is being considered, If only
very straightforward alternatives are being tested (e.g.
allocation by area, possibly differentiated by land use) then
only these basic data elements need be included, for each parcel.
If a more complex spread formula is being test (e.g. involving
25
peak -hour trip generation) then the data base is more complex. •
The data babe design provides for up to ten fields per parcel
that can be used to test different spread formulae.
IV. COMPUTER REQUIREMENTS
The fiscal analysis model currently runs on an ONYX C8000
computer with four partitions, each with 65,536 bytes of random
access memory. Each of four simultaneous users can address a
hard disk with fourteen megabytes of memory capacity.
The software runs on the Oasis operating system which was
designed and is maintained by Phase One Systems, Inc.
Both a medium -speed printer and a low -speed letter - quality
printer are available on the system.
Pit
i
0
0
\J
REQUEST FOR PROPOSAL
CITY OF RANCHO CUCAMONGA
PLAN FOR FINANCING PUBLIC SERVICES,
PUBLIC FACILITIES ACQUISITION,
MAINTENANCE AND OPERATIONS
City of Rancho Cucamonga
Proposal Due Date: June 10, 1983
INTRODUCTION
Rancho Cucnmon�a is the third most populous community in San Bernardino County with
close to 60,000 residents. The City's rapid development (doubling in popu'.ation within a
short span of time - 1975 to 1979) has had significant demands on the City's public
facilities needs that affects the City's ability to implement the objectives of the General
Plan and Redevelopment Plan and provide affordable housing.
Since incorporation in 1977, a long -term physical planning process has occurred which has
resulted in a General Plan for the entire City, an Industrial Area Specific Plan, a Specific
Plan for the largely undeveloped eastern portion of the City (Etiwanda) and two large
planned communities. The City has created a Redevelopment Agency, an Industrial
Development AuG,ority, end is an Entitlement City under the provisions of the federal
housing and Community Development Act. Additionally, the City has created and is
usin, assessment districts to finance landscape maintenance, street lighting, and streets
and storm drains in portions of the City. Currently, the City is contemplating utilizing
the Mello -Roos Bill for park development and the Day Creek Flood Control facility.
The City of Rancho Cucamonga contracts for police services through the San Bernardino
County Sheriff's Department; fire services are provided by the Foothill Fire District;
water and sewer services are provided by the Cucamonga County Water District. The
district boundaries of the Foothill Fire District and the Cucamonga County Water
District are not coterminous with the boundaries of the City. There we five school
districts; four elementary and one high school, none of which are coterminous with the
City Limits.
The City of Rancho Cucamonga is in need of professional services to help it develop a
public facilities and service plan which generates strategies for acquiring and
maintaining a basic service system and public facilities network capable of allowing
implementation of the policies and strategies called for in its various land use and
redevelopment plans. The financial component must a user friendly model which can be
placed on micro - computer.
SERVICES REQUESTED: (4 COMPONENTS)
I. Identification of Capital Facilities & Services
A. Identify and quantify all public facility and service costs until buildout of the
City based upon current General Plan policies. All costs must include;
- all capital improvement needs and costs
- all maintenance and operation costs (new and existing)
- all public service costs (current level of service as baseline)
- all public facilities costs
so
B. Compile and
identify capital
facilities plans and costs of other special
districts or
agencies which
affect public facilities needs in Rancho
Cucamonga.
so
B. Identification of City Financial Resources (Financial Plan)
A. Identify all City revenue sources for capital, maintenance and operations.
B. - Analyze projected financial revenue with capability of assessing different
growth scenarios by land use categories.
C. Identify shortfalls and /or surpluses by public facility and service category.
D. Establish procedure for determining when a particular facility or program is
needed (timing).
E. Identify revenue leverage opportunities.
F. Identify existing alternatives available to finance facilities and services.
Ill. Fiscal Model
Development of a computer program /model for use on micro - computer that is:
A. capable of making long and short term financial projections using a range of
variables and assumptions;
B. "user friendly" (easily understood and operated by non- technical personnel);
C. designed to be frequently, easily, and inexpensively updated by city staff;
D. software guaranteed and fully documentedi
E. capable of doing tax increment projections.
IV. Implementation Strategy
A. Recommend financing mechanism for optimizing capital.
B. Define strategies for implementing public facilities end levels of service
consistent with growth assumptions.
C. Identify constraints and opportunities for overall acquisition of facilities and
operation including long term financial forecasts beyond five (5) years.
D. Identify what can be reasonably accomplished by the City through the
financial strategy that encompasses 5, 10, 15, and 20 year periods.
E. Relate financial strategies to growth assumption and needed timing of
facilities, operations, and service.
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Answer the following critical questions:
1. How can a relatively new city that has experienced strong growth
pressure and is anticipating a high rate of new growth (industrial,
commercial, residential) that requires various types of public facilities
in order to accommodate current and projected needs, raise the funds
necessary to construct and operate public facilities and provide public
services?
2. ` What actions can be taken by the �ity (and other agencies) that can help
to create a stable and predictable revenue stream for acquisition and
maintenance operations of critical public facilities?
3. To facilitate the development called for in the City's various land use
and redevelopment plans, in what order should public facilities be
constructed and what methodology for prioritizing of facilities should be
used in making this determination for best use of financial resources?
C. Develop a methodology for monitoring changes in City public facilities
financing in general and a methodology for updating the financial plan as
changes occur, in particular.
11. identify needed state legislation within reasonable expectations for addressing
areas of public finance having no available alternative.
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AVAILABLE RESOURCES FOR PROJECT
The following resources are available for use by or to assist in the preparation of the
financial plan.
Plans and Reports
Citv of Rancho Cucamonga General Plan,
(1981)
and supporting documents
Industrial Area Specific Plan,
(1981)
and supporting documents
Rancho Redevelopment Plan,
(1981)
and supporting documents
Etiwanda Specific Plan,
(To be adopted)
and supporting documents
Terra Vista Planned Community Plan,
(1983)
and supporting documents
Victoria Planned Community Plan,
(1981)
and supporting documents
Census of Housing and Population Data
(1980)
Other nack;round Material
• Mortgage Revenue Bond Issue ($36.2 Million) (1983)
• Data Base established for previous (1980 -81)
time share computer model (FISCOM)
(needs updating)
• Industrial Assessment District ($15 Million) (1976)
• City 5 -Year Capital Improvement Program (1982)
0
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PROPOSAL SUBMITTAL REQUIREMENTS
All proposals submitted to the Citv must contala the following minimum information:
1. A description and statement of firm's qualifications for this project, as well as
those of anv sub- consultants.
2. Nnmes, qualifications and resumes of all project team members. Those named must
be those who will directly participle in the project.
7. A detailed statement (in layman's language) regarding each of the following items:
a. .A statement of overall problem /task as viewed by the firm.
b. An explanation of the general planning approach to be employed by the firm.
C. A proposed scope of work or program including a step -by -step breakdown of
the tasks to be carried out with estimates of personnel time and costs for
each task.
d. A time /task schedule indicating the proposed time frame in which specific
tasks will be completed and milestones along the way to project plan
completion.
e. Cost of proposal, including an explanation of the basis for billing and proposed
navment terms for each component of the RFP as well &s total amount
f. Any proposed program components as perceived necessary by the consultant
based upon understanding of the RFP, but not necessarily stated within.
g. Other pertinent information deemed appropriate by the firm.
4. A list of other agencies (past and current) and a contact person with whom the firm
has provided similar services, and a description of projects worked on.
5. Samples of work on projects similar to this project (samples will be returned upon
request).
All proposals must be submitted to the Community Development Department, 8720 Base
Line Road, P.O. Box 807, Rancho Cucamonga, California 81770, by 5:00 p.m. on
June 10, 1987, Attention: Jack Lam, Community Development Director.
The firm selected must be, nvailable to begin work on the project within thirty (30) days
of selection.
S_
EVALUATION OF PROPOSALS
All proposals will be evaluated on the following criteria (not necessarily in the order
listed):
1. Ability and experience in developing publle facilities /finance plans.
2. Knowledge of public finance and capital Programs as well as city operations.
3. Methodology and work program.
4. Ability to relate to local needs and work closely with the City staff, City Council,
and interested private sector organizations.
5. Ability to attend public, committee, and staff level work meetings and general
consultant availability.
6. Capability and ease of operation and reliability of computer software /model.
7. Cost of overall program and length of time for completion.
8. Understanding of community development needs of a growing community, both
maintenance operation computer facilities budgets and public service operations.
9. Creativity and insight of proposal.
All proposals submitted will be evaluated by a consultant selection panel and those
proposals that best meet the needs of the City will be scheduled for an interview before
the panel for final selection. The City will be especially interested in the qualifications
of the firm, its proposed methodology and time line, the firm's current knowledge of
public finance and city operations, as well as the cost of the services proposed in
relationship to the services requested.
If you have any questions about the City, its planning program or the RFP, please don't
hesitate to contact Rick ,Marks, Associate Planner, or the undersigned for additional
information. Thank you for your interest.
�incerel
Jack Lam, A ltP� • i- -. __.__ _
Community Development Director
J L: R.M:jr
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0
IR
PLAN FOR FINANCING PUBLIC SERVICES, PUBLIC FACILITIES
ACQUISITION, MAINTENANCE AND OPERATIONS
AGREEMENT
This Agreement for professional services, dated and effective 1933
is a contract between the Redevelopment Agency of the City o Rancho
Cucamonga, a municipal corporation of the State of California, hereinafter
referred to as "Agency ", and The Land Economics Group in association with
Angus McDonald & Associates, hereinafter referred to as "Consultant ".
1. RECITALS
WHEREAS, the Agency has determined that it is in the best interest of the
Agency to retain the professionai services of a consultant to assist in
the orenaration of a Plan for Financing Public Facilities Acquisition,
Maintenance and operations; and
WHEREAS, the Agency has approved the selection of Consultant to assume
responsibility for performance of the work described in accordance with
the terms and conditions set forth herein and all provisions and
guidelines established in the Request for Proposal leading to execution of
this Agreement.
NOW, THEREFORE, AGENCY AND CONSULTANT AGREE AS FOLLOWS:
2. SCOPE OF WORK
The work tasks to be performed and work products to be produced by the
Consultant are more particularly described in Attachment A: Preliminary
Scope of Work, attached hereto and incorporated herein by reference, the
same as if fully set forth, and hereinafter referred to as "Scope of
Work ".
3. PROJECT SCHEDULE
The project work schedule to be followed by Consultant is set forth in
Attachment B: Project Schedule, attached hereto and incorporated herein by
reference, the same as if fully set forth, and hereinafter referred to as
"Project Schedule ". For purposes of timing and reference, the project and
related tasks will begin on the first work day following the signing of
this Agreement by the Chairman of the Bocrd of the City of Rancho
Cucamonga.
L]
4. COMPENSATION AND SCHEDULE OF PAYMENTS
The Agency agrees to pay the Consultant for services rendered in the
performance of the specified Scope of Work a sum of Fifty -Five Thousand
Dollars (555,000).
The Agency further agrees -to set aside an additional sum of money, not to
exceed Five Thousand Dollars ($5,000) that, upon Agency's prior approval
on an itemized time and materials basis, may be used for contingency
purposes.
It will be the responsibility of Consultant to submit an itemized billing
with Agency invoice number to Agency prior to receiving payment.
S. TIMELY PAYMENT
Once each month during the term of this Agreement, Consultant shall submit
an invoice detailing fees earned and expenses incurred in performance of
this Agree -.ent. Agency may specify that a progress report accompany each
invoice. Within five (5) working days of receipt of each invoice, Agency
shall complete the review of the invoice. Agency shall arrange for
payment at Agency's next scheduled disbursement date and in no case more
than thirty (30) calendar days after receipt of invoice.
In the event that Agency disputes any item on the invoice. Agency shall
notify the Consultant of this disputed item within five (5) working days
of receipt of the invoice. Agency will approve payment of items on any
invoice that are not in dispute and Agency and Consultant will proceed to
negotiate, arbitrate or litigate the disputed items as specified elsewhere
in this Agreement.
6. RESPONSIB'.LITIES OF THE PARTIES
a. The Consultant shall be responsible for the professional quality,
technical accuracy, timely completion, and the coordination of all
reports and other services furnished by the Consultant under this
Agreement, except that the Consultant shall not he responsible for
the accuracy of information supplied by the Agency. The Consultant
shall, without additional compensation, correct or revise any factual
errors in Consultant's reports and other data.
b. The Consultant shall perform such professional services as may be
necessary to accomplish the work required to be performed under this
Agreement, in accordance with this Agreement.
C. The Agency shall be responsible for assisting in all liason,
coordination, and communication with all Agency agencies, staff,
officials, and current or previous consultants to the Agency.
-2-
x
0
d. The Agency staff shall actively and quickly assist the Consultant in
• determining the adequacy of the work products produced.
7. CHANGES
The Agency may, at any time by written order make changes within the
general scope of this Agreement in the services or work to be performed.
If such changes cause an increase or decrease in the Consultant's cost of,
or time required required for, performance of any services under this
Agreement, an equitable adjustment shall be made and this Agreement shall
6e modified in writing accordingly. Any claim of the Consultant for
adjustments under this clause must be received in writing within thirty
(30) days from the date of receipt by the Consultant of the notification
of change. All correspondence concerning contract changes will be through
certified mail.
No services for which any additional compensation will be charged by the
Consultant shall be furnished without the written authorization of the
Agency.
8. SUBCONTRACTORS
Any subcontractors that the Consultant may retain shall be the
responsibility of the Consultant and shall be compensated entirely by the
Consultant.
• 9. KEY PERSONNEL
As an express condition of Agency's entering into this Agreement, Susan
Giles -Levy agrees to serve as the key person and shall be the principal
representative for Consultant and will attend all presentations and
meetings with the Redevelopment Agency, Agency staff, or other meetings
required by Agency. If at any time the services of Ms. Giles -Levy are not
personally available to the Agency pursuant to this Agreement, Agency at
its option may immediately terminate this Agreement.
10. LIABILITY
Consultant agrees to hold Agency harmless from any and all third party
claims, including out not lilmited to wrongful death, bodily injury,
property damage and any other claims of whatever nature arising out of the
acts or omissions of Consultant, its employees or subcontractors, in the
performance of this Agreement.
11. ARBITRATION AND ATTORNEY'S FEES
In the event that any dispute arises between the parties hereto with
regard to any of the previsions of this Agreement or the performance of
the terms and conditions hereof by either of the parties hereto, such
dispute shall be settled by arbitration to be conducted in the County of
10 -3-
Los Angeles, State of California, under the Construction Industry
Arbitration Rules of the American Arbitration Association, specifically .
incorporating Section 1283.05 of the California Code of Civil Procedure,
and the prevailing party shall recover all of its costs, including
reasonable attorney's fees.
12. EQUAL EMPLOYMENT OPPORTUNITY
The Consultant herein states that it is an Equal Opportunity and
Affirmative Action employer and agrees to comply with applicable Agency
requirements governing equal employment opportunity.
13. TERMINATION
a. The Agreement may be terminated in whole or in part in writing by
either party in the event of substantial failure by the other party
to fulfill its obligations under this Agreement through no fault of
the terminating party.
b. If termination is effected by the Agency, an equitable adjustment in
the price provided for in this Agreement shall be made. The Agency
retains the right to terminate without cause. If the Consultant is
terminated by the Agency without cause, the Consultant will be
compensated for the actual work performed to the date of
termination. If the contract is terminated by the Agency for cause,
any damages sustained by the Agency by reasons of Consultant's breach
will be recoverable. Should the consultant elect to terminate
justifiably, it will be only compensated for services performed to •
the date of termination.
C. Termination will be effective upon the giving of:
1. Not less than ten (10) days written notice (delivered by
certified mail, return receipt requested) or intent to terminate,
and
2. An opportunity for consultation with the terminating party prior
to termination.
d. Upon receipt of a termination action pursuant to paragraph (1) above,
the Consultant shall:
1. Promptly discontinue all services affected (unless the notice
directs otherwise), and
2. Deliver to the Agency all data, drawings, reports, varies, and
such other information and materials as may have been accumulated
by the Consultant in performing this Agreement, whether completed
or in progress.
_4_ •
e. Upon termination pursuant to paragraph (1) above, the Agency may take
. over the work and prosecute the same to completion by Agreement wit'
another party or otherwise.
14. INSPECTION
The Agency, in reference to any request for payment submitted by
Consultant for services under this Agreement, shall have the right to
request and examine additional records from the Consultant to substantiate
such payment.
15. AUTHORITY
Each of the parties to this Agreement represents that the person signing
on behalf of such party has the authority to do so.
16. RELATIONSHIP OF PARTIES
It is understood that the contractural relationship of the Consultant to
the Agency is that of an independent contractor, and all persons working
for or under the Consultant are their agents, servants, and employees, not
agents servants or employees of the Agency.
IN WITNESS WHEREOF, the Agency and Consultant have executed this Agreement as
of the date set forth herein.
. CITY OF RANCHO CUCAMONGA REDEVELOPMENT AGENCY
DATE __
Chairman of the Roaro
Approved as to form and content ATTEST:
Redevelopment Agency ounce Secretary
President, The Land conomics Group
Presi eet, Angus Mc Dona Assoc ates
Is -5-
aitachment "a"
I, preliminary Scope of Work •
A. Technical Aonroaeh
TJ,.e following paragraphs describe some of the key technical
issues that must be dealt with if a useful financing plan is to
be produced and successfully implemented. A description is given
of the way in which the proposed work program would deal with kev
issues.
selecting a Comouter system
The work program assumes that the microcomputer fiscal modeling
system already developed by McDonald 6 Associates will be used
for the present project. This system meets all the criteria
listed in the Request for Proposals. The model would remain
available for continued use, provided that the City agreed not to
make the model or its components available to any other agency.
The work program includes an optional task to help the City staff
define their requirements for a microcomputer that would both be
usable with McDonald 6 Associates fiscal planning model and be
available for other City purposes.
2. A Comprehensive Facilities Plan
The credibility of the financial planning process for Rancho •
Cucamonga depends on a facility plan that is complete,
comprehensive and realistic. It roust deal with the total
requirements for infrastructure in the City. Our staff will work
closely with the City and with the other affected jurisdictions
to assure 'uul.l, completeness and realism when the capital costs
and requirements are defined.
A Comprehensive View of Costs and Revenues
Financial planning studies in other jurisdictions have focused
excessively on capital investments financing only, without regard
to the fact that there are ongoing costs for municipal services.
It is important to consider ongoing costs as well as costs for
capital investments to assure that:
o The City's tax base is adequate to finance all costs (both
initial and ongoing) after development is approved.
o Considoration be given to the extent to which ongoiaq
revenues in excess of ongoing costs may be available to
offset the cost of capital improvement.
0
• Our pronosed technical approach will consider all City costs
( including contract services with the Sheriff) plus ongoing costs
for `_ire protection. We will also assess the implications of
development on the eight school districts. Our analysis of the
equity of proposed financial arrangements will be based on the
comolete financial picture.
The Capital Budget and the Annual Budget
It was notod above that a financing plan should consider ongoing
costs as well as capital costs. A related concept concerns the
fact that the techniques of analysis for the financing plan
should be compatible with and supportive of the City's techniques
for preparing its annual budget. A forecast of revenue and
expenditures is required to extend the financing plan beyond the
City's current capital improvements program. In addition, it is
both efficient and desirable to have the same forecasting process
capable of assisting the City in preparing its annual budget.
The techniques of estimating revenues should be consistent with
and useful for the City's budget process, including defining the
available tax increment on an annual basis.
Eouitv and Acceptability
Two major related issues must be dealt with if a financing plan
• as comprehensive as that proposed for Rancho Cucamonga is
actually to be implemented. These issues concern equity and
acceptability, tempered with political reality.
Equity must be evaluated in terms of relative rights and
responsibilities of landowners, developers and future residents
in the City. The financing plan must bear an observable
rolationship to benefit conferred, and must (within the
constraints of past history) appear to be reasonable.
At the same time, the provisions and terms of the proposed
financing plan must be acceptable to all the participants and be
both economically and politically realistic. As a practical
matter, there are very few financing tools that can be applied in
the face of strong opposition from affected landowners and
residents. There is also a limit beyond which the privat- real
estate mnrKet or the municipal bond market will not accept
proposed financial arrangements.
Our pr,pnsed technical approach includes several tests of equity
and responsibility. First, a definition of an equitable
re latianuni.p butweun benefits conferred and responsibility to pay
can ;nor, e:isily be recognized after the fact rather than in the
abr,tr ac ^. It .s reasonable to set down criteria relating to
![gamy, but, an a practical matter, it is necessary to present an
V]
example that shows the burden to be placed on each benefitted S
property, before a final judgement can be made.
Our proposed technical approach will provide the data processing
capability at the inception of the work program to test
alternative financial burden spreads quickly and economically.
Our close working relationship with City Council members and City
staff will ensure that the ultimate work products are politically
sensitive to community needs. The implications of one or another
financing alternative can be illustrated in very concrete terms.
The work program provides for an evaluation of the manner in
which the real estate market would respond to alternative
financing mechanism, and where applicable, the manner in which
the municipal bond market would respond. This evaluation depends
on interviews and comparison with the practice in other areas of
California and elsewhere. It also depends on the judgement of
the senior members of the consulting team, who have extensive
experience both in private sector feasibility analysis and in
municipal bond finance.
Develooina a Consensur
Our intent is to reach an agreement on a financing strategy with
City Staff, City officials and the development community before
the present project has been concluded. Rather than having the
project end witi, the delivery of a consultant's report, it is •
important that there be sufficient formal and informal
communication between all parties to assure, in so far as
practical, that the recommendations meet the needs of the City
both economically and politically.
The effort to reach a consensus will be developed through a
"Steering Committee" process whereby staff and Council will work
together with the project team to determine the type of
facilitation process to be used.
7. The Time Frame for the Analysis
While there is definitely a place for long -ranye forecasts in
land use planning, the mid -range future is more important for
detailed financial planning and implementation. It is suggested
that the 20-year planning horizon be dealt with in the following
manner:
A year -by -year cost /revenue analysis and financing plan will
be pren.ired for the first five years. A financing plan will
be prepared for years 10, 15 and 20.
11
o Trio financial strategy will be tied to the calendar for the
first five years but will be tied to population and
employment thresholds for future years. Thus, a particular
extension of a roadway that is anticipated in the long-term
future will be related to levels of land use and trip
generation without being overly concerned whether the actual
event occurs in year 11 or year 13.
Appropriate recommendations will be made to ensure that facility
requirements and financial resources remain in step, without
regard to the precise timing of sufficient demand to justify the
additional capacity and the additional investment.
S. The Geographic Uata ease
T'ne proposed data base for the present project will be restricted
t.o undeveloped and underutilized/blighted parcels since the
financing plan and any potential assessment procedures will be
related primarily to these types of parcels. Nonetheless, the
data base will be designed to be compatible with a geographic
data 'base that might be implemented in the future that is more
comprehensive in scope. For example, after the City has invested
in a microcomputer, it may decide to implement a City -wide
geographic data base and use this data base for such ongoing
functions as planning and zoning administration, building permit
• controls, etc. The data base for the present project will be
designed to be compatible with or easily converted to a more
comprehensive data base.
Similarly, consideration will be given to available data and data
base designs that may have been created for other purposes (e.g.,
the Route 30 Financing and Implementation Study).
Task bescrintion
The project will be completed in a total of eight tasks. The
relationship between the proposed tasks and the working elements
that were included in the Request for Proposals is summarized in
Table I -1.
Tas'r. 1 - Technical Assistance /Computer systems Selection
�x"cut ion. A technical session will be held with
approprnato C:t staff members at the beginning of the work
pro ?ram to ,li.scuss microcomputer applications including the
fiscal models. 'Chic discussion will.'be converted into an initial
sps�cirication of the application:; to which an in -house
mtcrocomputor might be suited.
n
U
Table I -1 0
COMPARISON OF WORK PROGRAM AND REQUEST FOR PROPOSALS
5
'ASK
RFF REQUIREMENT
1.
Technical Assistance/
III (plus implementation
Computer System Selection
in Tasks 8 and 9)
2.
Prepare Land Use and
Imnlied Task
Development Scenarios
3.
Define Capital Investment
IA, IB, IIC (part)
Requirements
4.
Prepare Cost and Revenue
IIA, IIB, IIC (part)
Estimates
5.
Prepare Benefits /Burden
Optional Task
Data Base
6.
Analyze and Prepare
IIE (part), IIF (part)
Financing Alternatives
7.
Simulate Alternatives/
IIE (part), IIF (part)
Prepare Financial Plan
8.
Final Financial Plan
IV
5
• Advice and consulting will be offered on the alternative
hardware /software configurations that are mailable both to run
the fiscal and financial planning models and to compete other
City applications.
An evaluation of probable cost and a suggested procedure for
procurement will be prepared.
The fisc.! model will be compatible with, and supportive of, the
City's accounting and budgeting system. Compatibility will be
assured in two ways=
o First, the structure of the model will be tailored to the
Rancho Cucamonga budget and chart of accounts. Each line
item in the City budget will be estimated separately. The
"accounting vocabulary" of the model will be exactly
comparable to existing practice in the City.
o Second, the existing pattern of land use in Rancho Cucamonga
and the existing tax base will be incorporated into the
model as a baseline "description of existing conditions ".
The model will be calibrated to replicate Rancho Cucamonga's
1963/84 budget. It can then be used to prepare city -wide
budget estimates for future years.
. Task Products The effort will provide technical assistance to
City start as they make a decision about which microcomputer to
implement. We will provide on -site staff training so that staff
can work with the fiscal model as we develop the data base and
assumptions for the financial strategy.
The consultants will work closely with the City staff from the
day the project starts to assure that the staff is completely
familiar with the use of the fiscal models. City staff members
will be asked to prepare baseline budget estimates and fiscal
evaluations of selected projects. The consulting team will be
available for assistance. If difficulties are encountered, the
documentation of the model (or the model itself) will be revised.
The process will continue until staff usability has been
demonstrated.
A well - documented procedure will be established to update the
fiscal model at the start of each fiscal year. The annual update
will be accomplished by City Staff, and will incorporate any
change:; in City public facility financing policy that has been
adopted durinq the year.
11
Task 2 - Prepare Land Use and Development Scenario
'rack Execution. Existing and available land use forecasts will be .
assemoled for each analysis zone within Rancho Cucamonga. These land
uses will be allocated to undeveloped and underutilized parcels for
p'ur po5c; of financial planning only, after consideration of
accessibility, site characteristics, announced development plans,
etc. Emphasis will be on the first five years of the planning
period, but longer range forecasts will be assembled for years 10,
15, and 20, as well.
Task Products. The effort will produce a baseline set of assumptions
about Land use and development in computer - readable form. These
assumptions will be used both to define the capital investment
requirements and as the basis for the financing plan. Our
assumptions will be fully documented in a memorandum to City staff.
Task 3 - Define Capital Investment Reauirements
Task Execution The City's adopted Capital Improvements Program plus
other existing and available engineering studies and applicable
portions of Environmental Impact Reports will be summarized to
document conclusions that may have been prepared previously regarding
capital facility requirements. These summaries will deal with all
capital requirements by all governmental agencies that will be
affected by development in Rancho Cucamonga.
Our project team will work closely with City staff to estimate the •
baseline costs of facility requirements. The documentation of
facility requirements will be sufficiently detailed to permit order
of magnitude cost estimates. The cost estimates at this point will
be in constant July 1, 1983 dollars. (Any assumptions about cost
inflation that become necessary because a project is phased in some
future year and is a candidate for debt financing will be prepared in
Task 7.
Task Products. The task will produce a memorandum including base
maps and exhibits that illustrate the size and location of the
required facilities and engineering cost estimates completed to a
level of detail suitable for financial planning.
Task 4 - Prepare Cost and Revenue Estimates
Tank Ex.�cution• Estimates will be prepared for ongoing City costs
anu revenues and for the costs to the Fire District that can be
attributed to Rancho Cucamonga. Separate estimates will be prepared
for each major budget unit for the City so that the estimates will be
compatible with and useful for the City's budqet process.
Cost estimates will be based on the baseline development
assumptions (from Task 2) and on interviews with City Department
•
• Heads. Thus the estimates will reflect the actual intentions of
the City.
Standardized data gathering forms will be prepared and an initial
workshop will be held with Departirantal officials to explain the
purpose of the estimates and the assumptions that should be used.
This procedure has proved to be very effective in involving
Department Heads, in limiting the amount of effort they must
devote to the process and in assuring that the estimates actually
reflect City intentions and City policies.
The revenue estimates will be based on the computer model which
simulates the development process, timing of development, tax
increment and the workings of each significant local government
revenue in California. For example, the algorithm that
calculates property tax revenue considers the limitations imposed
by proposition 13 (i,e., 2% nominal growth in taxable value and
until a change in ownership occurs) and considers the existence
of tax rate areas and tax apportionment factors for each affected
agency.
The property tax estimating submodel will be used to estimate the re
evepment this3nubmodel is suchCtiats the base amountAOfa tax? revenuest and of crcme�t in the
the increment can easily be allocated separately. The base
.• amount is allocated to existing agencies and the increment is
alloca [ed to the Redevelopment Agency.
The algorithm used to calculate motor fuel reflects the fact that
a city's allocation depends on vehicle registration (for which
population is normally a useful surrogate), the relative portion
of taxable value in cities compared to the value in the
unincorporated area, and the population of each city in San
Bernardino Coun'_y.
_ The models are directly driven by the assumptions about
development (Task 2) and can produce rigorous and defensible
estimates quickly and economically. The data base developed in
Task 5 will also be incorporated into the analysis to permit
• estimates of development-related benefit assessments, fees and
special taxes.
• Tas' +_Products. The task will produce a documented memorandum
ou•,Lining a five -year revenue /expense /fund balance estimate for
the City of Rancho Cucamonga.
Task 5 - Preoare Fenefits /Burdett Data Base
Task Execution. As a practical matter, it is very difficult to •
assess the equity or practicality of a financing plan in the
abstract. It is much easier to make a composite judgement after
the financial burden has been assigned to each affected landowner
or financial participant. Task 5 will produce the data base that
can be used, in conjunction with existing computer programs
developed for other projects, to illustrate the consequences of
financing plans at the parcel level.
Data about the individual parcels, and about the two alternative
land use plans, will be incorporated into a data base, so that
alternative benefit assessment procedures can be tested.
Alternative approaches to assignment of benefit and financial
burden to different benefitted properties will be discussed with
City staff. Procedures for allocating benefit and burden, such
as acreage, will not be neglected, but other indicators of
benefit, such as land use or trip generation, will also be
considered. Insofar as practical, existing administrative
records (e.g., from the Assessor) will be used directly in the
data base.
When alternative financing plans are considered in Task 7, the
data base will be used to generate the assessment schedules,
development fee or tax that would be applicable to each major
parcel, considering both the terms of the preferred financing •
plan and its alternatives.
Task Products. The task will produce the capacity to simulate
the workings of alternative financing plans and illustrate the
financial responsibility of each major land holding in the City.
Task 6 - Analyze and Preoare Financing Alternatives
Task Execution. An outline will be prepared that describes
combinations of classes of facilities and the prioritizing of
construction, related to types and timing of financing sources.
We will use such financing alternatives that identify certain
enterprise -type facilities as candidates for financing from
revenue bonds and /or user fees; other facilities might be
classified as candidates for 1415 Act special assessment
financing: other types of infrastructure may be financed from
development fees or from special taxes whose feasibility has
recently increased because of the enactment of the Mello -Roos
Co,mnunity Fncilities Act. Since the use of Mello-Roos taxes has
not been vaLidat ^d, recommendations for such taxes will be made
cautiously.
• The initial consideration of financing alternatives will be based
on a clear statement as to who actually will be bearing the brunt
of the financing plan. A discussion paper will be prepared on
the subject of the final incidence of the various financing
mechanisms that will be considered during the project. For
example, a summary statement will he prepared regarding what is
known about who actually suffers a reduction in income from a fee
that is collected from a developer. The intent is to state
clearly that many types of fees may be passed back in the form of
reduced land prices or passed forward in the form of higher
prices for the product. This initial analysis is useful in
avoiding financing plans that create an unjustified inference
that public services are being financed with "other people's
monay.•
The task will define realistic alternatives for financing,
including revenue leverage opportunities and existing
alternatives available to finance facilities and services.
Consideration will be given to the requirements of agencies other
than the City, particularly the school districts, although
detailed financing plans will not be prepared for these agencies.
In this phase of the work program, we will provide an extensive
discussion of existing and recommended State legislation required
to address Rancho Cucamonga's public facilities needs.
• Ultimately, the recommended Finance Plan will be based on
applicable statutes and court cases, as of the date of the final
report. It will not be dependent on new legislation which might
or might not be forthcoming. However, recommendations for new
legislation will be presented as appropriate, if existina and
available financing techniques are not fully satisfactory in
meeting Rancho Cucamonga's requirements.
Is
The intention is not to be premature in focusing on a single set
of financing techniques, but, instead, to permit early use or
elimination of techniques or governmental mechanisms as they are
evaluated to be appropriate or according to their usefulness to
Rancho Cucamonga. We recommend close coordination with City
staff and Council to develop an overall set of financing
principles that are workable for Rancho Cucamonga.
T ❑,k Prn_iuct.s. A working paper will be produced documenting
realistic financing alternatives and recommending new State
legislation, where appropriate.
Task 7 - Simulate Alternatives /Prenre Financial Plan IN
Task Execution, The Financial Plan 'sill describe financing
policies for each class of facilities (sewers, public buildinqs.
etc.) The comrloaA.c effect of these financing policies will be
10
considered to assure an optimal plan that can be implemented and
that will protect and enhance the City's credit rating. •
The data base will include a baseline set of growth assumptions
for each area of the City. The estimating procedures will
include explicit assumptions about public facility requirements,
public Service delivery procedures and level of public service.
The annual forecasts for the first five years and the forecasts
for years 10, 15 and 20 will all incorporate a consideration of
financial constraints and surpluses. Insofar as ongoing revenues
exceed costs, consideration will be given to General Fund
fir.an -ing for infrastructure. If there is a revenue shortfall,
appropriate mitigation measures will be recommended.
The net revenues estimated in Task 4 will be compared to the
initial capital costs that were estimated in Tasks 3. An
assessment of the need for additional financing will be made. An
init'_al identification will be made of the type of financing
mechanisms that should be used for each type of facility for each
class of ongoing costs.
As a hypothetical example, revenue bonds might be used for water
and :sanitation improvements, with ongoing costs financed from
user charges. Certain types of roadway improvements might be
financed from benefit assessments and others from development
fees or dedications. •
After tentative recommendations have been made for all of the
facilities, a composite statement will be prepared showing the
relationships between available financing mechanisms (e.g., 1915
Act assessments, Mello -Roos Community Facilities District) and
the facility type that would be financed by each technique. The
summary can be visualized as a statement of sources and uses of
available financing.
This composite analysis is more than a summary, however. It will
reflect the judgement of the consulting team regarding the
practicality of using individual financing mechanisms, when the
composite impact of the financial burden of all the facilities is
considered at one time. For example a decision about the
feasibility of using revenu: bonds for one particular service may
be affected by the total magnitude of required investment over
time for all of the candidates for revenue bond financing.
At this point, the technical materials available from earlier
tasks will be used to assign the total financial burden, staged
over time, to the various payer classes. This step of
"spreading" the total financial burden will involve analysis of
the alternative ways that may be used to allocate financial
11 •
• burden. For a specific but hypothetical example, assume that the
evaluation of drainage facilities in Task 3 led to the conclusion
that different levels of benefit will accrue to the different
sub -areas within the City. Assume further that a benefit
assessment procedure is identified as the appropriate financing
mechanism for drainage facilities. The total cost would be
assigned differentially to the various sub- areas, based on the
estimate of benefit conferred. This type of simulation would be
repeated for all of the other charges and levies, and the total
burden on each major property would be identified. This total
would be converted to burden per capita or burden per equivalent
dwelling unit.
The results of our analysis in this section will be used in the
following section to estimate the actual final incidence of the
burden. For example, development fees are normally passed
backward in the form of lowered land values or forward in the
form of higher prices. As another example, benefit assessments
or special taxes authorized under the Mello -Roos Act "go with the
land" and are paid by the current owner. The classification of
burden incidence group will be used to specify further the actual
payer of the financing charges.
Alternative classifications of financing mechanisms / facility type
and alternative ways to spread the financial burden among users
-� will be tested against criteria related to financial adequacy and
equity. A test will be made of the extent to which apparently
adequate, financing plans will affect the profitability and
feasibility of development in the City area. The intent is to
ensure a financing plan that will produce the required
infrastructure but that is realistic, given competing Land supply
in San Bernar-,lino County.. This evaluation would be based
primarily on comparison with costs of development in other
competing areas, but would also reflect the judgement of the
consulting team.
A comparable analysis would be made of the extent to which any
proposed financing plan would affect the City's and the other
agencies' credit rating in the municipal bond market. This
evaluation would constitute a judgement by the team, augmented by
in -depth discussions with key participants in the underwriting
and bond ratinq communities.
A separate effort •eill test the extent to which the tentative
financial recommendnt ions would withstand uncertain future
events. F,xa :nnles of uncertainty include: ,
o A rate of growth and development that differs markedly from
that assumed in Task 2.
i,
12
• Final cost estimates that differ from those prepared •
in Task 3.
• A response in the bond market that differs from that assumed
higher interest rates, shorter terms or even
rejection of a hand issue).
• A major change in California's intergovernmental financial
structure (e.g., a complete take -over by the State of the
motor vehicle in -lieu tax).
• A major change in the City's attitude (e.g., a "slow growth"
mandate that emerges halfway through the City's development
period).
The intent is to study, in a disciplined way, the extent to which
the financing plan could withstand unforeseen future events. The
analysis is partly technical in nature (e.g., calculating
shortfalls in bond coverage requirements, if the rate of
development slows), but it is also judgemental. We will evaluate
the extent to which facilities could be rephased, for example, if
there are revenue shortfalls. Emphasis will be placed on
identifying possible future events that could create a situation
where the City's General Fund would be under severe pressure to
begin financing infrastructure or operations.
Tas7. Products. The task will produce a memorandum outlining a •
tentative financing plan and an estimate of the vulnerability of
the tentative financing recommendations to unpredictably future
events.
Tack d - Final Financial Plan
Task Exee.ition. The tentative recommendations from Task 7 will
be modiEi ad, as appropriate, based on comments from city staff.
The modifications might be financial in nature or might involve
adjustments to the timing of developments. For example, a change
in phasing of the drainage system might require a modest cost
premium, but might produce a situation where unforeseen events
would have less of a chance to create major problems. Careful
liaison would be maintained with the Steering Committee to assure
a final product that contains "no surprises ".
Tof;'v, Prad. wan. The product of the task will be recommendations
on finnnci.nrj and implementation of the financial plan. This
composite plan would-be designed to state succinctly and
convincingly:
o What. is being financed or provided, where and when?
li
• o How will it be financed?
o Who is actually enjoying the benefit anu bearing
the financial burden?
•
o How does the City implement the financial plan?
The results of -Tasks 1 -8 will be presented to the City in a well
documented draft report for review by staff. A final report will
be prepared after review and comments by City staff and Council.
ill
Task
1
2
3
4
5
6
7
8
Draft Report
Final Report
attachment "b"
PROJECT SCHEDULE
Starting
Ending
Week
Week
1
4
1
2
5
7
8
11
12
14
15
19
20
23
24
26
27
29
32
34
The Project team will be available for staff meetings on an
as- needed basis. Additional meetings are suggested, as follows:
Meetings 1, 2, 4, 7, 8, 11,
14, 18, 23, 25, 26.
Workshop 12, 23
Draft Report
' Final Report
27, 29
34
0
•
•
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AM
a
718j91g1ll1�1112131415 6
1
5
AtWnny for Claimants, DAVID WALTER
!
HOUGH, NORMAN W. HOUGH and FAY H.
HOUGH
7
�
C.
8
CLAIM AGAINST A GOVERNMENTAL ENTITY
q
�
10
1.1
in the matter of the claim of
)
,.?
DA' .':D 'WALTER HOUGH, a minor,
1 CLAI❑ NO.
ar.J his parents, NORMAN W.
)
I!L`UGII and FAY H. HOUGH,
)
l•i
Claimants,
) CLAIM FOR PERSONAL
•
INJURIES (Section 910
if
Vs.
) of the Government Code)
)
7•i
CJTY JF RANCHO CUCAMONGA,
;
CALIFO11NIr1, ALTA LOMA SCHOOL
)
I '.
DISTRICT and THE COUNTY OF
)
SAN BERNARDINO,
)
19'
)
Defendants.
)
1,�
1
^0
TO THE CITY CLERK OF THE
CITY OF RANCHO CUCA:MONGA,
J.
CALL fO H;It A: AhTA i.ONA SCHOOL, DISTRICT
and THE G)L'NTY OF SAN
liERNARDINO:
...
YOU ARE' HEREBY NOTIFIIiD
that DAVID WALTER HOUGH, a minor I
•.?
and his oaronts, NORMAN W. HOUGH
and FAY H. HOUGH, whose address
2.,
is 7011 Opal, Alta Loma, California
i
91701, claims damages from the
EG
CITY OF' RANCHO CUCAMONGA, CALIFORNIA,
ALTA LOMA SCHOOL DISTRICT'
S%I•f
and ;TIE COUNTY OF SAN BERNARDINO,
in the amount, completed as of
``1
t!n? date of presentation of this
claim, S1,625,000.00.
I
1 This claim is based on personal injuries sustained by
2 claimant, DAVID WALTER HOUGH, on or about June 19, 1983, on •
i
d Hermosa Avenue near its intersection with !Nilson Avenue, in the
4 City of Rancho Cucamonga, County of San Bernardino, State of
5 California, under the following circumstances.
5 Claimant, DAVID WALTER BOUGH, was the operator of a motor)
7 vehicle, traveling southbound on Hermosa Avenue, at or near the
0 intersection of Wilson Avenue, in the City of Rancho Cucamonga,
9 County of San Bernardino, State of California. The automobile
10 when traveling southbound hit a portion of the roadway surface
11 which was covered with dirt and debris on the west side of the
12 street causing the vehicle to go out of control. Further, that
13 the east edge of Hermosa Avenue was also bordered by mounds of
14 dirt and exposed concrete curb, making it impossible to bri ring s
15 vehicle back into control. There wore no barricades no warning
10 up at that time warning drivers of this dargarous condition.
i
17 The names of the public employees causing claimant's I
13 injuries under the described circumstances are unknown to
19 applicant.
20 The injuries sustained by claimant, as far as known as
2
n.` the date of the presentation of this claim, consist of
2'
multiple external and internal injuries and fractures with �
23 , possible residual brain damage and severe permanent physical
2'1 limitations.
25 The amount claimed as of the date of presentation of
26 this claim is computed as follows:
.xoc..oM. TAY'2
. Iltry[I1
•AMM.Y1114„ �
iN Nllt. NI Y
N Y,.IWiM1Y pYb i'
.VIi. 1 2 _
1111 IMI.
I Damages incurred to date:
• 2 Expenses for med0ical and hospital
3 care (approximately) $ 125,000.00
Loss of earnings and earnings Presently
4 capacity Unascertained
5 General damages 1,500,000.00
6 Total damages incurred to date $1,625,000.00
7 Estimated prospective damages as
known
6
Future expenses for medical and
hospital care $ Unknown
10 Future loss of earnings and
11 earnings capacity Unknown
Other prospective special damages Unknown
Prospective general damages Unknown
to
Total amount claimed as of date
• 14 of presentation of claim $1,625,000.00
15
16 All notices or other communications with regard to this
17 claim should be sent to claimant in care of ANDERSON, TAVES AND
lU REEVER, Post Office Box 1357, 1365 West Foothill Boulevard, Suite
19 1, Upland, California 91786.
2G
21 DATED: Soptember 13, 1983 AN7,PTN,,3AVES AND 7r(
VER
22 '
�. By > l � LT ti�Z
OI D. TAVES
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y'. *HMMNK. t.vn
• eswcn
M OIYK. W. Otl J
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CITY OF RANCHO CUCAMONGA
1 CLAIM OF WILLIAM PRI'1TI Nt6TRi%TPN APPLICATION FOR LEAVE TO
• PRESENT LATE CLAIM BY
2i vs. SEP 14 43 ERIC K. MORGAN [PARKER & DALLY]
3 CITY OF RANCHO CU�j������j "h121112101415163 1 PNDN BEHALF OF CLAIMANT
a Municipal Corporation, [SECTION 911.4 OF THE
4 '! 1 GOVERNMENT CODE]
5 1
6 To The City Counsel of Rancho Cucamonga, a Municipal
7 Corporation:
B 1. Application is hereby made, pursuant to Government
9 Code §911.4, for Leave to present a late claim founded on a cause
10i of action for personal injuries and injury to personal property,
111 which accrued on April 27, 1982, for which a claim was not presente
A 12 within the 100 -day period provided by §911.2 of the Government Code
>:
aY 13 For additional circumstances relating to the cause of action,
i
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`-'ems �, reference is made to the proposed claim attached to this applicatio
x„ 151 2. The failure to present this claim within the 100 -day
16i period specified by §911.2 of the Government Code was through
17' inadvertence and excusable neglect, and the City of Rancho Cucamonp
18I was not prejudiced by this failure, all as more particularly shown
19 by the attached Declaration of Eric K. Morgan.
20 3. This Application is being presented within a
21I reasonable time after the accrual of this cause of action, as
nni
i
more particularly shown by the attached Declaration of Eric K.
23
Morgan.
2.t
WHEREFORE, it is respectfully requested that this
2:i
iapplication be granted and that the attached proposed claim be
26 received and acted on in accordance with Sections 912.4 -913 of
S 27
211
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1 the Government Code.
2 DATED: September 14, 1983
ERIC K. MORGAN /
Attorney for Claimant
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1 DECLARATION OF ERIC K. MORGAN
. I, ERIC K. MORGAN, certify and declare as follows:
j 1. I am an attorney at law, duly licensed to practice
q before all courts of the State of California. I am an attorney
associated with the Law Firm of Parker 6 Dally, attorneys of
61 record for claimant WILLIAM PRITCHARD.
7 2. That on February 25, 1983 Complaint for Damages was
gl :ilod, naming claimant, City of Rancho Cucamonga, and others,
g� as Defendants.
l0 it 3. That on April 18, 1983, claimant was served with
I
11 the above- mentioned action, number 30092, in the Ontario Superior
lg' Court, County of San Bernardino, State of California.
u�a
33j 4. That claimant and his insurance company entered into
�a9 14l1aood .faith settlement negotiations, resulting in numerous
i
15l� extensions of time within which claimant was required to file
J<0 16.: I.as Answer and /or other pleadings.
].7 III 5. That on or about September 6, 1983, the above -
30 mentioned negotiations terminated with no settlement, wherefore
19 claimant, through his insurance company referred this file to myself
80 on behalf of Parker s Dally, to take whatever legal action was
21 ,] in the best interests of our client.
6. That shortly after this file was received, a
23j determination wau made that the City of Rancho Cucamonga and
::•1 ', ether d,,lendants should be named as Cross - Defendants in the
2b above- mentioned case.
2611 7. That this Appl ica ti an for Leave to Present Late
27 Claim is a reasonable time after the accrual of this cause of
2E3 action because this attorney is giving notice immediately after
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1 receipt of the file wherein it became necessary to name the City
2 of Ranch. Cucamonga as a Cross - Defendant. .
3 S. That the City of Rancho Cucamonga was not prejudiced
4 by claimants failure to present a timely claim, since it has
5 already received notice of the above- mentioned action as a named
6 defendant, and was properly noticed by a timely claim by the
7 original and present Plaintiff in this action.
8 I declare under penalty of perjury that the foregoing
9 is true and correct.
10 Exec,ited on the 14th day of September, 1983 at
11 Pomona, California.
'ERIC K. MORGAN
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CLAIM OF WILLIAM PRITCHARD )
VS. )
CITY OF RANCHO CUCAMONGA, )
a Municipal Corporation, )
_1
CLAIM FOR INDEMNITY /CONTRIBUTION
[GOVERNMENT CODE § 911.21
TO THE CITY OF RANCHO CUCAMONGA:
YOU ARE HEREBY NOTIFIED that WILLIAM PRITCHARD claims
Indemnity /Contribution from the CITY OF RANCHO CUCAMONGA as
follows:
(a) The name and post office address of the claimant:
WILLIAM PRITCHARD, 6852 Ramona, Rancho Cucamonga, California 91730.
(b) The post office address to which the person
presenting the claim desires notices to be sent: c/o PARKER 6 DALI
A Professional Corporation, 100 Pomona Mall West, Suite 300,
Pomona, California 91766.
(c) The date, place and other circumstances of the
occurrence or transaction which gave rise to the claim asserted:
On or about April 27, 1982, YVONNE JEAN ALLEN was tra-,eling
southbound on Ramona Avenue, approximately 250 feet north of
Victoria Street, in the City of Rancho Cucamonga, when in front of
6837 Ramona, a collision ensued between the car she was driving
and a vehicle operated by Doris Jean Daniels, proximately caused
,ind /or contributed to by a dangerous condition of Ramona Avenue
within the meaning of Government Code §835, Subsections (a) and (b)
as follows:
Ramona Avenue is an improved street in the City of
Rancho Cucamonga. When it reaches they place described above where
the collision occurred, the east side of the curbing juts out into
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1 Ramona Avenue significantly narrowing the traveling portion of said
2 roadway. The unimproved portion of the public highway contains .
3 bushes, trees and foliage obstructing the view of a private
4 driveway from which exited the vehicle with which Yvonne Jean
5i Allen's vehicle collided. Said narrowed roadway and the trees,
6 bushes and other foliage blocking the view constituted a dangerous
7 condition of public highway.
8 Said dangerous condition created a reasonably forseeable
9 risk of the kind of injury which occurred. The dangerous
10 condition had existed for several years.
11 said public entity had constructive and /or actual notice
12, of the dangerous condition for the reason the same had existed
13 long enough prior to Yvonne Jean Allen's injury, and was of such
14 an obvious nature that said public entity, in the exercise of
1511 due care should have discovered the condition and its dangerous •
I
16 character, and taken measures to correct same.
17 (d) A general description of the indebtedness,
18 obligation, injury, damage or loss incurred so far as it may be
19 known at the time of presentation of the claim: Damage to
20 Yvonne Jean Allen's back with particular injury to her lower back
21 causing nerve root irritation. Claimant is informed and believes
'22 said injuries may be permanent.
23 (e) The name or names of the public employee or
24 employees causing the injury, damage or loss, if known: Unknown.
25 (f) The amount requested by claimant for indemnification
26 as of the date or presentation of the claim, including the
27 estimated maount of any prospective injury, damage, or loss,
28 insofar as it may be known at the time of the presentation of the-0
2-
II
I claim are those alleged and claimed by Plaintiff YVONNE JEAN ALLEN
• 2 in her claim for personal injuries against the City of Rancho
3 Cucamonga filed with the City on or about July 29, 1982 as follows:
4i Expense for medical and hospital care $ 856.00
5 Loss of earnings $ 1,428.00
6 Medical travel $ 39.00
7 Housekeeper $ 85.00
B Miscellaneous $ 225.00
911 General damages $ 250,000.00
l0 11 TOTAL $ 252,633.00
11 Potential cost for surgery for correction of the injury
12 to lower back of Yvonne Jean Allen the cost of which has been
o�'• 13 it estimated as follows:
ua� 14I Surgeons and assistants $ 6,000.00
Ci I
z: 15 Hospital expenses $ 18,000.00
a"
Jn 16 Future loss of earnings, approximately $ 12,000.00
17 $ 36,000.00
18
19 DATED: September 15, 1983
20 WILLIAM PRITCHARD
21 BY: PARKER &,DALLY
+ 'ERIC K. MORGAN
23 Attorneys for Claimant
%:4 i Received copy of the above document on
1983.
26 CITY OF RANCHO CUCAMONGA
27 r
28 BY1__. ..j • _
: CLAIM FOR DAMAGE OR INJURY a E 0 E I V E ID
CITY OF RANCHO CUCAMONGA
I, Claims tar death , injury to person, or to personal propert; must be filed notAPAINI64RATION
100 days after the occurrence (Gov. Code, Sec. 911 .2). SEP 13 1%3
�. Claims for damages to real property must be filed not later than 1 year�hal�ySttrfZtrt<te4 PY
(Gov. Code, Sec. 911.2).
CArr. Ccc.,.Q LQx.c.
TO: CI YOFQdtNdv. C.� (-ar- ncYS
C,Gc.., c "
Age
h ;r CI9- yl"13a _
Address to which Claimant wishes notices sent.
WHEN did damage or injury occur? 8151 C63
WHERE did damage or injury occur? j i- G_ A
HOW and under what circumstances did damage or Injury occur? 0-1 13Sa- l_V -'t 'irr
s s s .vim ^,yr'
1-r r s-, s1 S `1 �� ° - �U o �,— l(--7) i r. n I _off r-, c-) -j'—
WHAT particular action by the City, or its employees, caused the alleged damage or injury?
(Include names of employees, if known)
iL -�' a \s _ 2�n
Y- sv..oa_rvrsr:� tCYI� pC.A-- l�
WHAT sum do you claim? Include the estimated amount of any prospective loss, insofar as it may be known
at the time of the presentation of this claim, together with the basis of computation of the amount claimed
(Attach estimates or bills, if possible)
C]r1 \'� t= r't'��-'OY1s Cs \ L)Ih Yh1 ��.``��. 1\2•¢L]1�xs_) $ 1 CrV
Total Amount Claimed: $ ,5 .ry a Q D
NAMES and addresses of witnesses, Doctors and Hospitals:
i
,
C 1
� \11�-QM�. Nor�..�y_i -� ;lU\ .)Pr AAY'A.nt1
91-7 eL3 CAPISSw A•Wkd� r{;g
,' P 4 �
'q TF �� °• nr C ci A )
City of Rancho Cucamonga
Community Services Department
Accident Revert
(Report must be submitted to Director of community Services within 24 ho�
Date of Report
Date of Iil)ury �> _C 2-
d .
Name of Injured
Address
Parent's Ilamc (if minor)
LOCATION where accident occurred
N:\TU °,E of injury r r _
l iilll was d' -os it ion o. unjured erson and at whose direction?
;lame of Physician or Ilospital administering treatment (if applicable)
Witnesses: Name Address Phone
Al
14a:: activity being supervised at time of injury? Yes_ No
If no, where was supervisor?
Signed I /�� "� /��` _ / rilA y
•''f `,r _
Classification T
Dare
X1) 3 SAN ANTONIO COMMUNITY HOSPITAL
999 SAM ENtRMARDINO ROAD. UPLAND. CALIFORNIA 91709
I
+IY 4N
August 25, 1983 •
TO: CITY OF RANCHO CUCAMONGA
SURJ: Carissa Wulf
Injury at Swim Lessons held at Alta Loma High School.
To Whom It May Concern
My daughter, Cerissa Wulf was enrolled in the swimming
lessons from July 25, 1983 to August S, 1983, at the
Alta Loma High School.
She is seven years of age, and was placed in the
beginners class.
On Friday, August 5, 1983, the last day of the lessons,
She jumped in the pool and hit her chin on the edge.
It was a deep enough cut that resulted in an emergency
situation.
She was taken to the San Antonio Hospital in Upland, .
where she was treated with stitches. Then five days
later the stitches were removed and a tetnus shot given.
I want the city to know that I was very disappointed in
the way the situation at the high school was not handled.
The instructor acted like she did not know whni to do.
It), babysittor brought my daughter home to me, Then I
rushed her to the school and spoke with the instructor.
She didn't know how to treat the problem, and I was very
upset. I then rushed her to the emergency room at the
hospital where she was treated.
I am enclosing the hospital and doctor's bills for you
to pay. Please give this prompt attention.
Regards,
0,4 , LIU
Alva Wit tf 0 ��
9280 lurch
Cucamonga, CA 91730
714 /989 -7018
•
(TAT(N(MT
V PRESTON R. MERRELL, ..0 l.
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LAW OFFICES OF
Imo Mobl, MAIN sTn[n. EWT[ coo
eANrA ANA, cAU1oIINIA 10.1.1 T[IEFNON[ " Al as['Eaa�
Attorneys for Claimant,
SIGNAL MAINTENANCE INC.
CLAIM OF SIGNAL MAINTENANCE INC., )
1
Claimant, )
V5. )
CITS' OF RANCHO CUCAMONGA, 1
1
Respondent. )
---- -- -._. ------ -- - -- - -)
(PACE [[lOV MR m.OIC ETAW ONLTI
Cm of RANCHO CUCAMONGA
ADMINISTRATION
SEP14
18191�Id1�111'16
CLAIM OF INDEMNITY
]Government Code
Section 910]
Tn Tlii. CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA:
YOU ARE HEREBY NOTIFIED that claimant, SIGNAL MAINTEN�,:XE
INC., the address of which is 2720 East Regal Park Drive, Anaheim
California 92806, claims damages from the CITY OF RANCHO CL'CA11ONG
in thc, amount of any settlement or judgment awarded to or entered
in favor of plaintiffs, Joan M. Meson, William F. Von Huben,
and Carol Jean Von Huben, in Action No. OCV 30621, entitled
Joan M. Mason, et al., vs. Frederick Docks, et al„ now pending
in the Ontario Branch of the San Bernardino County Superior Court .
thu exact amount of which claim is not and cannot 'Iota be
stated with any exactitude ,r greater precision.
Claimant is informed and believes and thereon alleges,
on July 11, 1982, a 1972 Chevrolet operated by Beatrice Von Huben
with the result that Beatrice Von Huben anal William Von Huben
were decn „sed, wbilo traveling near the intersection of Fourth
I'�
e
IJ Street at its intersection with Etiwanda Avenue, County of San
'I
2 Bernardino, collided with a certain 1978 Ford tractor and 1982 .
'
3 Freultauf trailer owned by Shaeffer Trucking Con,�any and operated
4,', by Frederick Karl Docks. Following the accident, the heirs of
51 decedents, Joan M. Mason, William F. 'von Huben and Carol Jean
61 Von iluben, filed a complaint for damages for wrongful death,
71 on Npril 19, 1983, against Frederick Docks, Shaeffer Trucking
8 Company, Inc., Southern California Edison Company, Kaiser Steel
9 Company, City of Fontana, City of Ontario, County of San Bernardino,
10 County of San Bernardino Environment Public Works Agency, County
11' r >f San Bernardino Depart -.eit of Transnortati.on and Flood Control,
i
12 San Bernardino County Flood Control District, City of Rancho
13 I Cucamonga, Econolite Corporation, Signal Maintenance In,,. as
14'! Action No. OCV 30621, in the Ontario Branch of the San Bernardin
15 County Suporicr Court. A cop; of the complaint of Joan M. Maso,i
li
161 William F. Von fluben and Carol .lean -eon Huben is attached and
176 i.ncornorated by reference as Exhibit "A ". j
18' The names of the public employees causing the claimed
19 damages to person and property of Beatrice Von Ruben and William
20,' Von Ifubon which give rise to claimant'= subject claim under the
21
22
23
circumstances set forth above are unknown to claimant at this time.;
i
Claimant's claim for indemnity accrued, as against the
City of Rancho Cucamunrya on June 13, 1983 when cl.aim.v t was served
24 with summons and complaint in Action No. OCV 30621, entitled
I
25 Mason v.,. Frederick 17ocks, et al., now pending in the Ontario
26 '' Branch of the San Bernardino County Superior Court.
27� The amount of money claimed by claimants, by way of •
28 indemnity, from the City of Rancho Cucamonga, is equal to that
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amount ultimately awarded or entered in favor of plaintiffs
Joaa M. Mason, et al., by way of settlement or judgment, in
Action No, OCV 30621, now pending in the Ontario Branch of
i
the San Bernardino "County Superior Court, and that amount cannot
now be stated with any exactitude or certainty.
All notices or other communications with regard to this
claim should be sent to R. J. Mosher, Esc., Law Offices of
i
Alvin M. Cassidy, 1010 North Main Street, Suite 300, Santa Ana,
California 92701, (714) 835 -9431.
DATED: September 12, 1963
LAW OFFICES OF ALVIN M. CASSIDY
By__ fll.,t
OSBER
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LAW OFFICo
LA FOLLIT=, JOHNSON, SCHROCTER 6 DENAAS
F F4YONAL . —RAIUM
.SO NORTH V{RMUNT AVENUE
LOS ANGELES. CAUFCRNIA 60006
TSU... W.) 4N -3600
Atmme7E for Plaintiffs,
JOAN M. MASON, WILLIAM F. VON HUBEN,
CAROL JEAN VON HUBEN
(¢PdCL nLIAW FTI¢ mLiNC SIAM O \LYI
pRt61NH� Ft1E�
pPR 191993
W est Dlstlerk
County f
SUPERIOR COURT OF THE STATE OF CALIFORNIA
FOR THE COUNTY OF SAN BERNARDINO
JOAN M. MASON, WILLIAM F.- )
VON HUBEN, AND CAROL JEAN )
VON HUBEN, )
Plaintiffs, )
v l )
FREDERICK DOCKS, SHAEFFER
TRUCKING COMPANY, INC., E )
SOUTHERN CALIFORNIA EDISON )
COMPANY, KAISER STEEL COMPANY, )
CITY OF F'ONTANA, CITY OF ONTARIO, )
COUNTY OF SAN BERNARDINO, )
COUNTY OF SAN BERNARDINO )
ENVIRONMENT PUBLIC WORTS AGENCY, )
COUNTY OF SAN BERNARDINO I
DEPARTMENT OF TRANSPORTATION AND )
FLOOD CONTROL, SAN BERNARDINO )
COUNTY FLOOD CONTROL DISTRICT, )
CITY OF RANCHO CUCAMONGA, )
ECONOLITE CORPORATION, SIGNAL )
MAINTAINANCE, INC., and DOES 1- )
100, INC•'•USIVE. , )
Defendants. )
NO: OU 3GS21
s is
COMPLAINT FOR DAMAGES FOR
WRONGFUL DEATH
COMES NOW, the plaintiffs herein, and for their causes of
action against the defendants, and each of them, allege as
follows: _ •
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1. The true names and capacities, whether individual,
corporate, associate or otherwise, of defendants DOES 1 -100,
inclusive, are unknown to plaintiffs who therefore sue said
defendants by such fictitious names, and will seek leave of
court to amend this complaint when the same shall have been
ascertained. Each and every defendant designated herein as
a DOE defendant was responsible or liable for the events or
happenings referred to herein which proximately caused injury and
damages to the plaintiffs as hereinafter alleged.
2. Plaintiffs herein are the surviving heirs and children
of =he decedents, WILLIAM VON HUBEN and BEATRICE VON HUBEN.
3. That at all times herein mentioned, FREDERICK DOCKS,
SHAEFFER TRUCKING COMPANY, INC., SOUTHERN CALIFORNIA EDISON
COMPANY, KAISER STEEL COMPANY, ECONOLITE CORPORATION and SIGNAL
MAINTENANCE, INC., were persons and entities validly existing
and doing business by virtue of the laws of the State of
California.
4. That at all times herein mentioned, CITY OF FONTANA,
CITY OF ONTARIO, COUNTY OF SAN BERNARDINO, COUNTY OF SAN BERNARDINO
M;VIi.O: ?McNTAh PUBLIC WORKS AGENCY, COUNTY OF SAN 13ERNARDINO
DCFART': i;GT OF TRANSPORTATION AND FLOOD CONTROL, CITY OF RANCHO
CUCNdO:;GA, and SAN BERNARDINO COUNTY FLOOD CONTROL DISTRICT, were
and are public entities validly existing pursuant to the laws of
the State of California.
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.5. That at all times herein mentioned, the defendants,
and each of them, were the agents, servants, and employees of •
their co- defendants and were as such acting within the scope,
course and authority of said agency and employment. Each and
every defendant, when acting as a principle, was negligent in
the selection, training and hiring of each other defendant as
agent, servant and employee.
6. .....t at all times herein mentioned, Fourth Street at its
intersection with Etiwanda Avenue was located in the County of
San Bernardino, and owned, controlled and maintained by public
entities, including, without limitation, the CITY OF FONTANA,
CI ^.Y OF ONTP.RIO, COUNTY OF SAN BERNARDINO, COUNTY OF SAN
EERNARDINO ENVIRONMENTAL PUBLIC WORKS AGENCY, COUNTY OF SAN
DEPARTMENT OF TRANSPORTATION AND FLOOD CONTROL, CITY*
OF R,NCHiD CUCAMONGA and SAN BERNARDINO COUNTY FLOOD CONTROL
Di=iCT.
/. That at all times herein mentioned, defendants, SOUTHERN
;LIFOR:dIA EDISON COMPANY and RAISER STEEL COMPANY as well as the
Imo.
Hove al;eged public entities, and DOES 1 -10, owned, controlled
and maintained property located adjacent to the above described
intersection, which property consisted, in part, of large mounds
of dirt and debris which obstructed the view of drivers
approaching the above described intersection.
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81 That at all times herein mentioned, ECONOLITE
- OR ?OR >,TION and SIGNAL MAINTENANCE C014PANY and DOES 21 -40, had
responzibility, in whole or in part, for the design, manufacture,
supply, installation:, distribution, assembly and maintenance of
.affic signals, signs and other traffic devices at the subject
intersection, which signals, signs and traffic devices
eere negligently and improperly designed, manufactured, supplied,
34str_buted, assembled and maintained so as to be in a dangerous
and dcfccti:•e condition.
9. That at all times herein mentioned, FREDERICK KARL DOCKS,
;d GOES 41 -45 were employed by SHAEFPER TRUCKING CO: {?ANY, INC.
and DOES 11 -20 as truck drivers and were operating a certain 1978
Ford tractor and 1982 Freuhauf trailer with the knowledge, consent,
:ermiss :on and agreement of their employers and principles.
10. That at all times herein mentioned, SHAEFFER TRUCKING
- OMPANY, INC. and DOES 11 -20, negligently hired, trained and
.nstructed their employees as to proper driving procedures,
including the drinking of alcholic beverages while on duty; that
]the acts and omissions of the employers and employees,
res.octively have been ratified, each by the other.
11. That on July 11, 1982, the above described intorselction
:as in a dangerous condition, which condition was known to and /or
created by the acts of the defendants, and each of them. Without
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limitation, the intersection was in a dangerous condition for
the reason that its traffic signals, signs and devices, were •
non- operational, a condition that had occurred prior to the
subject accident and of which the defendants, and each of them,
had actual or constructive notice, but had failed to take
protoctive measures.
12. That, furthermore, the subject intersection was in a
condition by reason of visual obstructions and sight
dcst_nce limitations created by reason of the condition of
adjacent properties, including large mou::ds of dirt and debris
d next to and adjacent to the involved intersection.
13. That at all times herein mentioned, the defendants,
•
and each of them, negligently and carelessly drove, oper 10
rated
...nod, maintained, equipped, serviced, repaired, controlled and
ncpf;cted the above described tractor and trailer so that it
_Llicod with a 1972 Chevrolet operated by BEATRICE VON ACHE\,
with the result that BEATRICE VON RUBES and WILLIAI•: VON HUBEN
worc dec -ased on July 11, 1982; that said accident was further
caused by the dangerous condition of tile suolect intersection, and
negligence of each other defendant in that, without limitation,
the. in t:r,oction was in a dangerous condition and negligently
uwno, , controlled and maintained by each defendant and as a.',leged
herelr,,:i, -,ve; that the traffic signs, signals, controls and devices
at. the subject intersection were negligently and improperly
•
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1 1,
2
3
4
5
6
7
8i
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
2V
C
designed, manufactured, supplied, installed, distributed,
assembled, maintained with the result that thev were in a
defective condition, subjecting the responsible defendants to
liab.i:ity under the laws of negligent and strict liability in tort
.,r defective products.
14. That plaintiffs, and each of them, have timely
comp Led with all applicable claim statute requirements and timely
`fled suit after the involved accident of July 11, 1952.
15. That as a direct and pro :cimate result of the
aforen..tiDned dangerous condition and negligence and carelessness
of the defendants and each of them, plaintiffs, and each of them,
have beer, deprived of the care, comfort, society, protection,
pport and financial benefit of their decedents, BEATRICE VON
.it'BE:: a..' WILLIAM VON HUBEN, all to their general damage
accc_ding to proof.
4: ii =REDO RE, plaintiffs, and each of them, pray for judgment
agniast defendants, and each of them, as follows:
R „
1I}
i. For mon ^_y damages for tLe wrunyiui death of
BEATH;.CE VON HUBLN and WILLInN VON' HUBEN;
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
c �
2. For costs of suit; and
•
3. For such other and further relief as the Court may
deer just and proper.
.,TED: April 11, 1983 LA FOLLETTE, JOHNSON, SC: ?ROE ^_E2 6 D HAAS
RRR
RJR
By: l..l
DOD: FESLER, Attorneys
JOAN M. :li,5O::, I117IIAM F. VON HCEEN,
and CAROL JEAN VON H U9EN
0
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STAFF REPORT
4li T
DATE: September 21, 1983
TO: City Council and City Manager
FROM: Lloyd B. Hubbs, City Engineer
BY: Richard Cota, Assistant Civil Engineer
SUBJECT: Notice of Completion of Base Line Road Overlay Improvements
(43- 20 -51)
19%%
The Base Line Road Overlay Improvements Project has been completed to the
satisfaction of the City Engineer.' These improvements included asphaltic
concrete (A.C.) overlaying and /or reconstruction of Base Line Road between
Carnelian Street and just east of Vineyard Avenue.
Considering that the bid advertisement preceeded the actual overlay design by
L. D. King, Inc., due to advertisement and construction time constraints (Alta
Loma High School schedule and Traffic Signal at Vineyard Avenue schedule), the
Engineering Staff requested authorization on the August 17 City Council
meeting to increase the bid quantities and corresponding costs to reflect the
overlay design. Subsequently, the Engineering Staff hereby requests
authorization to increase the following bid quantities and corresponding costs
to reflect actual construction costs:
1) 92 tons A.C. @ $23.00 /ton = $2,116.00
2) Miscellaneous additional work = 900.00
I ,=
Overall costs for the subject overlay will be:
Original bid proposal - $54,961.00
August 17 requested increase = 7,004.00
Current increase = 3 016.00
SUBTOTAL 35981 -0-6
10% contingency 6 498,10
TOTAL 371',47920
The Engineering Staff recommends that the Council approve the acceptance of
the project, authorize the bid quantity increases, costs and final payment and
direct the City Engineer to file a Notice of Completion with the County
Recorder and release performance surety and retention.
d?
CITY CNNCIl STAFF REPORT
Acceptance of Base Line Overlay Improvements
Septe:uber 21, 1993
Page 2
•
RECOMMENDATION
it is recornended that Council accept as complete the Base Line Overlay Road
lmprovements and approve the attached resolution authorizing the City Engineer
to file the "ietice of Completion and release performance bonds and retention
ana authorize final payment.
RP, P91 fjlly submt ted,
LSH:BZ:Jaa
Attach ^ents
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RECORDING REDUESTED BY:
CITY OF RANCHO CUCAMONGA
Post Office Box 801
Rancho Cucamonga, California 91730
WHEN RECORDED MAIL TO:
CITY CLERK
CITY OF RANCHO CUCAMONGA
Post Office Sox 807
Rancho Cac amonga, California 91730
NOTICE OF COMPLETION
NOTICE IS HEREBY GIVEN THAT:
1. The undersigned is an owner of an interest or estate in the
hereinafter described real property, the nature of which interest or estate
is:
BASE LINE ROAD OVERLAY IMPROVEMENTS (43- 20 -51)
2. The full nerve and address of the undersigned owner is: CITY OF
RANCHO CUCAMONGA, 9320 -C Base Line Road, Post Office Box 807, Rancho
• Cucamonga, California 91730.
3. Do the 2nd day of September, 1983, there was completed on the
hereinafter described real property the work of improvement set forth in the
contract documents for:
BASE LINE ROAD OVERLAY IMPROVEMENTS (43.20 -51)
4. The name of the original contractor for the work of improvement
as a whole was:
FONTANA 'A'.1 ,14G, INC.
5, The real property referred to herein Is situated in the City of
Rancho Cucamonga, County of San Bernardino, California, and is described as
follows:
BASE LINE ROAD BETWEEN CARNELIAN STREET AND EAST OF VINEYARD AVENUE
CITY OF RANCHO CUCAMONGA, a
municipal corporation, Owner
Date: September 21, 1983
Jon Mikp s, ayor
0
• RESOLUTION NO. 83- p�
A RESOLUIION OF THE CITY COUNCIL OF THE CITY OF RANCHO
CUCAMONGA, CALIFORNIA, ACCEPTING THE PUBLIC IMPROVEMENTS
FOR BASE LINE ROAD OVERLAY IMPROVEMENTS (43- 20 -51) AND
AUTHORIZING THE FILING OF A NOTICE OF COMPLETION FOR THE
WORK
WH;2EAS, the construction of public improvements for Base Line Road
between Carnelian Street and east of Vineyard Avenue have been completed to
the satisfaction of the City Engineer; and
WHEREAS, a Notice of Completion is required to be filed, Certitying
the work complete.
NOW, THEREFORE, be it resolved, that the work is hereby accepted and
the City Engineer is authorized to sign and -file a Notice of Completion with
the County Recorder of San Bernardino County.
PASSED, APPROVED, and ADOPTED this 21st day of September, 1983.
AYES:
NOES:
• ABSENT:
ATTEST:
Lauren M. Wasserman, City Clerk
Jon D. Mikels, Mayor
J
E
r Piv ns DAMrUI rlTr nMnXTrA
STAFF REPORT
J F
DATE: September 21, 1983 '>
-197
TO: City Council and City Manager
FROM: Lloyd B. Hobbs, City Engineer
BY: Richard Cota, Assistant Civil Engineer
SUBJECT: Award of Sapphire Street Sidewalk Improvements (06- 25 -71)
Sealed bids were received September 9, 1983 in the office of the City Clerk
and were publicly opened and read at 10:00 am. Attached is a summary
tabulation of bid proposals received. The Engineering Staff has analyzed the
bids and finds them correct and acceptable.
These improvements include sidewalk and handicap ramp improvements on the east
side of Sapphire Street between Banyan Street and just north of vinmar Avenue.
RECOMMENDATION
It is recommended that City Council award the contract to Tri -City
Construction and authorize execution of the contract at the subject contract
amount plus 10% for contingencies.
Respectfully submitted,
ajv j/
LBH:R as
Attachment
�1
e
A • •
CITY OF RANCHO CUCANOAiA
SUNAIARY OF PROPOSALS OPENED
PROJECT:
Sapphire Street
Sidewalk
Improvements
DATE:
September 9, 1983
LOCATION:
Sapphire Street
trot Banyan to Vi-er
CONTRACT NO. 06 -25 -71
Gabi Const. Co.
Tri -City
Const.
Riverside
Const.
J. N.
Concrete
ITEMS
QUANTITIES
910
AMOUNT
BID
AMOUNT
BID
AMOUNT
BID
AMOUNT BID
1 Clearing)Grobbing
Lamp Sum
2,000.CO
1,850,00
5,300.00
1,890.97
2 Traffic CODLtDI
L� Sum
2,000.00
100.00
1,650.00
515.50
3 F.C.C. Sidewalk /Ramm 13,006 S.F.
1.85
24,875.10
1.43
19,217.00
1.32
17,748.72
1.73
23,352.15
•19,227.78
•23,261.58
4 6- FCC curb
1,863 L.F.
10.00
1B,63D.00
4.50
8,383.00
5.40
10,060.20
5.75
10,718.27
-8,383.50
•10,712.25
5 "j, wtr mtr /baz
2 Each
50.00
100.00
100.00
200.00
57. DO
134.00
5.15
10.30
6 Remove PCC C 6 G
113 L.F.
10.00
1130.00
5.77
652.00
10.00
1,130.00
10.31
1,165.03
- 652.01
7 P.C.C. deflector
21 L.F.
30.00
210.00
9.00
189.D0
8.00
168.00
10.31
216.51
TDTAL
48,945.10
30,891.00
36,190.92
37,872.13
- 30,902.29
- 37,775.14
•Carrecled PYn.Un is
0
MOUNT 810 AMOUNT
`fMM?
1 I
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CITY OF RANCHO CUCAMONGA
STAFF REPORT
DATE: September 21, 1983 t: Q,
TO: City Council and City Manager 19
FROM: Lloyd B. Hubbs, City Engineer
BY: Barbara krall, Engineering Technician
SUBJECT: Approval of Parcel Map 7972 submitted by Pneudraulics and located
at the southeast corner of Arrow Route and Helms Avenue
Parcel Map 7972 was approved by the Planning Conenission for the division of
8.5 acres into 2 lots within Subarea 3 of the Industrial Area Specific Plan
located at the southeast corner of Arrow Route and Helms Avenue on June 8,
1983.
Street improvements with the exception of sidewalk and landscaping on Parcel 1
are existing. These improvements will be constructed at the time of
development of the parcel.
RECOMMENDATION
It is reconnended that City Council adopt the attached resolution approving
Parcel Map 7972 and authorizing the City Clerk and City Engineer to sign said
Map.
spe fully submitt/ed�
L BH:BKias
Att,chments
v
• TENTATIVE slaEr �l
PARCEL MAP N0. 7972
IN ➢¢ CITY DF RANCHO CLCAm)NGA
BEING A pVISION Df A POFTION OF THE SOUTHEAST I14 OF SECTION
10 A14RFE5 EDSrS AS 5H0w'N ON MW OF CUCAMONSA LANDS. kECORDED
N BOO" 4 OF NAPS. PAGE 9. RFCG DS OI° SAN BERNARDINO CWNTY.
STATE OF CALIFGi.NIA
LINVILLE - SPND[NSON 8 ASSOCIATES
FRAF,'8 HlL. u.n 1,%, s B L`nd s..eros ug gg
i4 -1 °" ""` "P "pro if £510ENFIA:
._
�9• ex
� SI' \�_ _ _— � \`. as � a �.s. i -w`.�
� stns
9F Rl'• ^.'i 1:'H i "•41J "fT ,• r_S -S.' � 7
s -. El R1.0! :A KWi
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not u�i,•:
CITY OF ttnNCt Icy cU'cANIONcn
PAR[ n M4P
af'"i�: -•:�; '� 7972
�; .•.' I :NC;IN[71:RING DIVISION Iw T
VICINITY NIAP 1 \III a
P Ke
• RESOLUTION NO. 6,
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO
CUCAMONGA, CALIFORNIA, APPROVING PARCEL MAP NUMBER 7972
(TENTATIVE PARCEL MAP NO. 7972)
WHEREAS, Tentative Parcel Map Number 7972, submitted by Pneudraulics,
Inc. and consisting of 2 parcels, located at the southeast corner of Arrow
Route and Helms Avenue, being a division of a portion of the southeast 1/4 of
Section 10 marked "Eddis ", as shown on map of Cucamonga Lands, Recorded in
Book 4 of Maps, page 9, records of San Bernardino County, California was
approved by the Planning Commission of the City of Rancho Cucamonga; and
WHEREAS, Parcel Map Number 7972 is the final map of the division of
land approved as shown on Said Tentative Parcel Map; and
WHEREAS, all of the requirements established as prerequisite to
approval of the final map by the City Council of said City have now been met.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of
Rancho Cucamonga, California, that said Parcel Map Number 7972 be and the same
is hereby approved and the City Engineer is authorized to present same to the
County Recorder to be filed for record.
• PASSED, APPROVED, and ADOPTED this 21st day of September, 1983.
AYES:
NOES:
ABSENT:
ATTEST:
Lauren M. Wasserman, icy -MTT
kep
49
Jon D. Mike s, Mayor
7�
CITY OF RANCHO CUCAMONGA
STAFF REPORT
DATE: September 21, 1983
TO: City Council and City Manager
FROM: Lloyd B. Hubbs, City Engineer
bi: Michael D. Long, Public Works Inspector
r GItCA.ti(pT^
�C` 9
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C t
19:;
SUBJECT: Award of Traffic Signal at Archibald and 4th Street FAU MG- 3041(159)
Bids for said project were opened on August 19, 1963 at 2:00 pm. The apparent
low bidder is Grissom & Johnson, Inc. Staff feels this bidder is reputable
and reliable, additionally, Grissom & Johnson, Inc. has constructed traffic
signals for the City on past projects. Also, the State of California (CalTrans)
has given its approval for the contract to be awarded.
RECOMMENDATION
•
Whereas Grissom & Johnson, Inc. is the apparent low bidder and because they
have been found to be reliable and reputable and because the State has given
their approval for the award of the contract, Staff recommends that City Council
award this contract to Grissom and Johnson, Inc, for the sum of $68,330.00 plus
$6,670.00 contingencies.
_Respgc tfully submi ted,
�'r/�LBH: jaa
Attachment
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STATE b CA�WMNIA— WSiNESS AND TRANSRORTATDN AGENCY GeOME DEURMEIIAN. Ge.Rns
DEPARTMENT Of TRANSPORTATION
TA e, PO SOX SAN N SE EERNARdNO. CAUD II[GRNIA %Id! 1IE
August 26, 1983 08- SBd- O -RCuc
Archibald Ave
--, At Fourth St
.,.'t ... '...7 c. ..
?Ir. Lloyd B. Hubbs
City Engineer
City of Rancho Cucamonga
P. 0. Box 807
Rancho Cucamonga, CA 91730
Dear `!r. !!ubbs: '
We have reviewed the bid summary for the above - referenced project
and concur in the award of the project to Grissom and Johnson,
Inc. of Santa .Ana, California. We note the low bid was 568,330,
6: under the Engineer's Estimate.
.A cony of the Detail Estimate and Expenditure Authorization
Financing Sheet is attached for your information. After award, •
please send us a copy of the final contract documents and the
previously requested non - collusion affidavit.
If you have any questions, please contact Mr. Carl Radsick, (714)
383 -4579.
Very truly yours,
D. C. WEAVER
Chief, Local Assistance
Att
n
•
OLl'AIt'1 i.L V: UY '1ILIJSeUa.'ni'UN
PF.NDITURE AUTHORIZAT:CON FINANCING FOR .TRACTS AWARDED BY LOCAL AGENCIES •
TO: FIr. Robert 0. Watldns Date 3 -26 -83
ATTN: Mr. C. G. Da ^-.cr File S!H- O -RCuc
E. A. No. 26740-S/4/7
SUBJECT: Expenditure Authorization Amounts Project No. :cam ;rdnft 5�1
Based on the bid submitted by Grissom $ Johnson, inc. the Federal Funds t0 be used in
this project are ind =cased bzIcv
Contractor Paid By Citv of Rancho Cucamonga
Phase No
of EA
TOT:.L TOTAT,
COST OF FART IC. FEDERAL OTHER
WORX FUNDS FUNDS
1
PE
-0-
2
R/W Engr.
_0_
s Admin
0-
9
R/W
0-
9
Reloc. Ass't(SJ3AO55)
0-
`-"
STCI 68,330
Util.
Trainee
Sup. 1':k
Ag. Fur.
V,atls
Conting. 6 670
,
4
Contr. Total
- 75,000
"10,600
75 000
"'T
75,000 -0-
—u-
3
Const. Encr.
1hT
10,000
6
Striping By Agcy.
-0-
11180
-0-
1,uu0
-0- -0- _
7
Source Insp.
TOTAL
86,180
86,000
86,000 180'
Federal
Participation 100 8
Reimbursement Ratio 100 _8
*Adm. Off.
REMARKS:
Form DF1 -OLA-
0
Signature d. • t+�.rC ' _
Title Asst. Local Assistance I.ngr.
SRd- 0 -R(:uC
l(7 -3041 (1 s9)
DETAIL ESTIMATL
To be, usud as a basis of agreement for Federal-Aid Urban Project •
No. HC- 30-110GI) in San Bernardino County in the Cities of Rancho
Cucamonga and Ontario at the intersection of Archibald Avenue and
Fourth Street.
Construction Authorization Date: April 8, 1983
Type: Traffic Signals and Lighting
Cede: Y031 Item Estimate Length 0.1 Mile
Item Unit
No. Item Description Unit Quantity ' Price
vmount
1 Traffic Signal F Lighting LS - -- - - - --
$59,580
2 Asphalt Concrete Paving T014 125 70.00
8750
Subtotal Contract Items
68,330
Contingencies
6,670
Contract Total
75,000
Const. Engineering
11,000
•
Total Cost
$86,000
Summary
Construction: Total Participating Federal Other
Cost Cost Funds Funds
Code Y030
$86,000 $86,000 $86,000 -0-
ROD:eo
8 -26-83
Contract Items Participating: $68,330 = 100%
Reimbursement Ratio: 100%
Appropriation Code: W37
ii f
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CITY OF RANCHO CUCAMONGA
SUMMARY Of PROPOSALS OPENED
0
PROJECT: TnHic Signal and Safety Lighting
GATE: A,9ost 19, 1983
LDCATIOn: 4[M1 Scree[ and arch ie aid Avenue CONTRACT N0. 06-25 -65 ,
6r isso, t ,101l5on ile0b E1Kt1Cal Const Stelnl a1N Co- Smith E1K. Paul Gardner CorP. Paige Electric Co.
_ ITEMS OUANTIT:ES BID MOUNT BID AMOUNT BID AMOUNT 8I0 AMOUNT 810 AMOUNT 810 AMOUNT
' 1. Install Tra /f is Signal Lump Smn 59,580.00
66,180.00 70,200.00 68,860.00 66,052.00 79,635.00
2. A.C. P" nq
325 Tans 70.00 8,750.00 68.80 8,600.00 70.40 8,800.00 70.00 8,750.00 62.25 7,781.25 93.00 11,625.00
TOTALS
68.330.00 74,780.00 79.000.00 77,610.00 73,833.25 91,260.00
Intersection "gat. Morel E1Ktric a. Culpepper Baiter - Griffin
ITEMS QUANTITY BID AMOUNT BID AMOUNT BID AMOUNT BID AMOUNT
1. Install Tra / /ic Signal Lump Sua
64,055.00 69.D15.00 68,079.00 75,500.00
2. A.C. Paving
125 Tois 60.00 7,500.00 68.00 8,500.00 62.25 7,781.00 95.00 11, 875. DO
INITIALS 71.555 -00 77.515.00 75.850.00 87,375.00
9
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DATE:
TO:
FROM:
BY:
SUBJECT
CITY OF RANCHO CUCAMONGA
STAFF REPORT
14-
Gf 7
Z
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September 21, 1983 . �'` Is '>
i'
City Council and City Manager
Lloyd B. Hubbs, City Engineer
Barbara Krall, Engineering Technician
Approval of Parcel Map 1000 submitted by James De Bose and located
on the south side of 19th Street, east of Jasper Street
Parcel Map 7000 was approved by Planning Commission for the division of .54
acres into 2 parcels within the R -1 zone located on the south side of 19th
Street, east of Jasper Street on September 14, 1983.
Street improvements adjacent to the Map have been constructed.
RECOMMENDATION
It is recommeded that City Council adopt the attached resolution approving
Parcel Map 7000 and authorizing the City Clerk and City Engineer to sign same
Man.
RespRctfully submitted,
LBHW, tjaa
Attachments
r. 1 J
.... AT .... ssmrn— TENTATIVE MAP
PARCEL MAP 7 wo
o ✓�•�^ IN THE CITYOF
`an"¢uAR RANCHO CUCAMONGA
owx
l Po
....... . �'."p..cxac xmnox
✓. ..�.. e. my rrr, wn.m.. abvl n. MoD 5922. _
" 2 MB 62 /]5
rni
fO IT
I,ioo
i�, .. ....w.
+ _ Ma�£TEENTH STREET
a
F .0 �....n. W ¢
w • I.ml l 11YrtN 1 •ury rr. Yiuru.M �. uu u..
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SITE PLAN _.
iir
• RESOLUTION NO. ` ,`,
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO
CUCAMONGA, CALIFORNIA, APPROVING PARCEL MAP NUMBER 7000
(TENTATIVE PARCEL MAP NO. 7000)
WHEREAS, Tentative Parcel Map Number 7000, submitted by James D@Bose
and consisting of 2 parcels, located on the south side of 19th Street, east of
Jasper Street, being a division of Parcel 1 of Parcel Map 5922 as recorded in
Parcel Map Book 62, page 35, County of San Bernardino, California was approved
by the Planning Commission of the City of Rancho Cucamonga; and
WHEREAS, Parcel Map Number 7000 is the final map of the division of
land approved as shown on said Tentative Parcel Map; and
WHEREAS, all of the requirements established as prerequisite to
approval of the final map by the City Council of said City have now been met.
NOW, THtREFORE, BE IT RESOLVED by the City Council of the City of
Rancho Cucamonga, California, that said Parcel Map Number 7000 be and the same
is hereby approved and the City Engineer is authorized to present same to the
County Recorder to be filed for record.
. PASSED, APPROVED, and ADOPTED this 21st day of September, 1983.
AYES:
NOES:
ABSENT:
ATTEST:
Lauren M. 'Wasserman, City Clerk
kep
Jon D. Mi a s, Mayor
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OTMv nc n n XTPUn PT TP n U"W tl e
STAFF REPORT t vR
F' z
x
DATE: September 21, 1983
TO: City Council and City Manager
FROM: Lloyd B. Hubbs, City Engin
SUVE.CT: Consent Calendar, Bond Release
Tract No. 9435 - located South of 19th Street and East of Haven Ave.
OWNER: Crismar Development Corp.
2120 Wilshire Blvd., Suite 200
Santa Monica, California 90403
Monumentation Bond
$3,250.00
Certification from the project engineer, Madole and Assoc., Inc.,
indicates that all final monuments have been set and that he has been
paid in full.
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CITY OF RANCHO CUCAMONGA
STAFF REPORT
DATE: September 21, 1983
TO: City Council and City Manager
FROM: Lloyd B. Hubbs, City Engineer
BY: Paul A. Rougeau, Senior Civil Engineer
SUBJECT: Release of Improvement Security for 6123 Amethyst Street
The sum of $3,600.00 was posted in August 1981 and an agreement executed by
Mr. Harley Lovitt for improvements to Amethyst Street at the location of a new
house. Since that time, an arrangement has been made among the Cucamonga
County Water District, Mr. Lovitt and the City for the completion of street
improvements along 400 feet of Amethyst Street as one project under contract
to the Cucamonga County Water District. This arrangement is covered by the
attached agreement and by money already deposited with Cucamonga County Water
District by Mr. Lovitt for his share of the work.
A contract for the work has been awarded to Laird Construction Co. with
construction to begin shortly. For this reason, Mr. Lovitt is requesting
release of the cash security previously posted. Mr. Lovitt's portion of the
contract exceeds the amount of the existing security.
RECOMMENDATION
It is recommended that the E3,600.00 security held by the City in lieu of
street improvements at 6123 Amethyst Street be released to the developer.
Rpejtfully submi ted,
LBH;I� jaa
Attachments
CITY of RANCHO CUCXM0W;d •
IMPROVEMENT AORENENT
fo r
1127 Amethyst Avenue
(AM 1062- 401 -12)
KWOOU ALL MLA BY TRESP. PRESENTS, That this agreement Ls made and entered
into, In conformance with the provtsions of the Municipal Code and Regula-
tions of the City of Rancho Cucamm,ga, Stair of California, a municipal c
po;aU on, hetc,c -ftor referred to ad the City, by and between said City and
yael¢y_Y —add Imah .1 lovi . M1,shand and wif ae i.inp tenants
here,m.,fl [ referred to as the Developer.
HITNESSETi:
TPT, PMERE)S, pursodot to said Code, Developer has [squealed approval by
the City of, -U2.L in acecrdance
with the pro of the �retpoo report of the rw,mmuntty Development Director
[h et eon,
and v any amendments thereto;
and.
WHEREAS, the City has established certain requirements to be met by amid
developer prior to granting the final approval of the development; and
WHEREAS, the execution of this agreement and posting of improvement security
as Irereinafter cited, and app, --yd by tha City Attorney, are deemed to be
equivalent to print completion of said requirement, for the purpose of securidg
said approval;
NOW, TOEP.ErCR ?, it is hereby agreed by and between the Clty and the Developo
a, fol laws:
1. The developer hereby agrees to construct at developer', expense all
improvements described oa page J hereof within nine moths
If the date hereof.
2. The tern of this agreement shall be ine_rtnn[Iq, tormenting o n
e
the date of a cution hereof by the City. This agreement shall be in
default on the day following the last day of the team stipulated, unless
s Ald term has been extended as hereinafter provided.
J. The Developer may requnat additional time in which m complete the provi-
sions of this agreement, In writing rot less than four weeks prior to
the default date, And including a statement of circumstances of necessity
for additional time. In consideration of such request, the City reserves
the right to reyfaw the prnvie,mu. hereof, including construction stamldrda,
net estimate, and sufficiency of the improvement security, and to ,,Ire
adl,ret men is thereto when warranted by snbdtantial changes therein.
4. If the Devr lope[ falls o I noglects to cm,1y with the provisions of this
aV.rrrmrnt, the City shall have the right at any time to cause said provf-
cim s to be completed by any Incful m and thrreuvon to r from
,id N vrinprr and/or his surety the fuli1 anpt and expense Incurred in an
do „
6. RncmaJ,nent Manila shall he oht,.iucd by tAm Drvrloeer from the uffic
of ,he Cite roginrer prior to srnrt of any ork within the prrhlie right
of puny. and the dovrloper ,hall [redact such work to full coollinnee with
um vgul.itinns ro nt ai mead thrrrtn. Non- compliance may r e mule in stopping
of the work 6, ot,y. and a.s, ssmr nt of the prnAltirsprovided.
6. public ri hl of way improvement cork rrryrin•d shall be c ullructed in
with npprovpd Im prom stmt pi ens, Stand.,[d SlIclflcatlons
and St, H,r, Dt aw Inge and .,my sP ^c bad .men d m.mts lhlecto. Cnnatrnetie�
sha in
ll clude Any transitlons ami!or other inoldrnt.,l work deemed nee
for dralnag r. nr pubit, safrmv.
RCE12A
^ ENGINEERING COPY
•
IMPROVRIENT ACRIIY.MNT
•
•
21 work .Inn, altbin cnixtlu at rdeta shall hr
dll itr ntiy Puraa'd to connle-
}Inn; tha City .h,it hard the rl ebt tr ,nnpiate • •nd oil dark in
vent of o,lluxtafie.l lb L1y in nn +p letl••n.
and to r• all ,mu .,a,$ M1e
Mean.¢ incur reJ (mm eLe
me n9. Dev¢lorer and /nr hia rmntractar by any lau(ul
S. The Do ll I , she: 11 bu resPPro ib le fm' real:¢¢manl. re locatlnn, o
val Of any <empnnent of :no irrigation voter system in c, lia at
the req aired work to the seti.faction of the City Engineer and the owner
of the dater rystem.
9. Tha 0. volpi•er shnll ba rexrnaliblo for romwll of all laanc rock end other
chit" from the Public 'We of uay dup
r ting from e d a lurk don oa the
eat praPerty Pr within saki right ofuay. a 1
10, tin• too, Ic,,r ub., 11 pin at and mat a t a to parkway trees as dtrerted by the
Comnunity Dovelmpeont Director.
11. T,.• imp rnveswnt I nrtity to be furninhed by the 0,alnper to Bun dotes
enmplrtinn of tile¢tarms of this agreemrnt 91,111 b¢ snhiect to the anrroval
Of the City Attorney. The principal amount of said improvement security
shall be at leas than the .meant .noun below:
IIWROVV %NT SECURITY SUB`IITTED; Faithful Performance Boo,; $2,d00.00
TYPE SURETT /AGENT PRINCIPAL MOUNT
WII.li.l and Labor Bond $1,200,00
1:1 UITNCSS IM.oy, the Portia. hard to halo ranged [bear Present to be duly
e9eni4vl and Acknowledged with all formalities required by Lou an the date•
see fotth npp0aitd their aigO.td...:
DEVE OPER p• p
BT: e" DATE: a ' J / —O I
BY ;1 DATE: c1- 1/- F/
WITNESS: /
-- DATE:
CITY OFeWCNO WCRIONDA, CALfFORAIA
( mw,ictret anrpnratlon
t BY: _ \
Iuvnn
, CITY CLDRR
DAI Lt' b.y .(,o A
CTr: of 0..¢f.:!0 GG::O6'G\ •
CO:STAUCTM:.\TD SOHO CSTL•:\TC
E::CRU. \C`CIENT PEr111T FEE SCNEDCL -c
(Attach to ^IDnpeetor'v C r ")
DATE: 8/6/81 PC@flT ND, ccr.mTCD DY J. Stufs. Jr.
File Ref[rentt file] Aceth"t Ave. City Dravin5 tN.a RFN 1062. 401 -12
NOTE: Dom not include current fee (or yr ltfnG pemit or pavenent replace -
nent deposit..
CO.NSTR ldf COST MD ATE.
^Y
.1
r •
t •m "••
n• r r 9c
I.E.
v f i• only M1°
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9.F.
6" DHVO A n nch
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S.F.
S. F.
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tuN
A.C. nn to 1100 o
TON
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A.C. Patin ftrrornl
le
an NO
480
S.F.
TOICk A.0
.Yi ust Sever C.O. to Grade
.\ 1'a r \'q 1
E.1.
i'A.
Street
CONSTRUCTIDS CAST g Ins
CO. <TIW,, :Y COSTS S 375
TOTAI CONSTRITTTON COSTS S2t400
FAITIDTIL P(T.FORNANCF. POM (100:) $2.400
IABOR AND MATERIAL RUSD (W.) $1,200
ENCINET.RINO TNSPTCTtOt FEE S 120
(FEE SCHEDULE)
NO:UMN'TATION BOND (C\511) S -0-
•
V
• AGREEMENT
FOR
AMETHYSI AVENUE STREET IMPROVEMENTS
This Agreement is made and entered into this 28th day
of June . 19 83 by and between Harley Lovitt ( LOVITT), the
CITY OF RANCHO CUCAMONGA, a municipal corporation (CITY), and the
CUCAMONGA COUNTY WATER DISTRICT, a public agency (DISTRICT).
RECITALS
WHEREAS, the CITY, the DISTRICT and LOVITT desire to
mutually participate in the construction of street improvements
on Amethyst Avenue; and
WHEREAS, the DISTRICT has expressed its willingness to
act as lead agency for said construction.
NOW, THEREFORE, IT IS AGREED AS FOLLOWS:
• COVENANTS
1, The DISTRICT shall act as lead agent in contracting
and administration of a construction contract for the AMETHYST
AVENUE STREET IMPROVEMENTS from 539.98 feet north of Lemon Avenue
to 395.98 feet south of Banyan Avenue, said improvement as
further described in City of Rancho Cucamonga Drawing No. 820 .
2. The DISTRICT, CITY and LOVITT agree to share in the
cost of improvement in proportion to actual bid amount for said
quantities as described in the attached Exhibit "A ".
3. The CITY and LOVITT agree to post funds with the
DISTRICT in the amount of said share plus ten percent contingency
within thirty (30) days of award of the contract.
4. The Contractor shall be required to obtain a
Construction Permit from the CITY prior to commencement of
construction and shall perform all work in conformance with the
provision of said permit and to the satisfaction of the City
Engineer.
10 -1-
5, Each party shall indemnify the other parties and its
officers, agents and employees against and hold them free and
harmless of and from all claims and liabilities of any kind
arisicg out of, in connection with, or resulting from, acts of
omissions on its part or on the part of its officers, agents,
contractors, and employees in connection with the construction.
6. This Agreement may only be chanced with the mutual
consent of the parties in the form of written contract
amendments.
7. This Agreement and the terms and conditions contained
herein are all subject to a successful award of a construction
contract.
IN 'WITNESS WHEREOF,
Agreement as the date first
the parties have executed this
above written.
CITY OF RANCHO CUCAMONGA
BY:
AT TESTS
CUCAMMONGA COUNTY WATER DISTRICT
By : � A l, CKk.<l'i..� -t Ian
ATTEST:
1
r
By.
iv Ha r ey�Covitt
-2-
v J
J
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0
• EXHIBIT "A"
CITY OF RA:'1CHO CUCAMONGA
1. 1/3 Lump Sum Clearing, Grubbing, Removals and Subgrade
preparation.
2. 115 Linear Feet B" Curb and Gutter
3. 2530 Square Feet 3" A.C. Pavement over 4" Aggregate Base,
Including feather to join.
4. 600 Square Feet 4" P.C.C. Sidewalk.
5. 1 - 12" wide residential drive approach.
6. Subtract items 9 and 10 from LOVITT portion.
CUCA'd0'IGA COUNTY WATER DISTRICT
1. 1/3 Lump Sum Clearing, Grubbing, Removals and Subgrade
preparation.
2. 110 Linear Feet 8" Curb and Gutter.
3. 2420 Square Feet 3" F.C. Pavement over 4" Aggregate Base
inccuding feather to join.
4. 770 Square Feet 4" P.C.C. Sidewalk.
5. 1 - 12' wide residential drive approach.
6. 1 - Parkway culvert Std. Drawing No. 305.
• 7. 1 - Drain Channel.
B. Relocate sprinkler system and vault.
9. Adjust valves and manholes to grade.
10. Relocated sprinkling system.
H`RLEY LOVITT
1. 1/3 Lump Sum Clearing, Grubbing, Removals and Subgrade
preparation.
2. 90 Linear Feet 8" Curb and Gutter,
3. 2645 Square Feet 3" A.C. Pavement over 4" Aggregate Base
including feather to join.
4. 450 Square Feet 4" P.C.C. Sidewalk.
S. 1 - 12' wide residential drive approach.
6. 3 - Type L Markers
7. 35 Linear Feet of A.C. Dike,
8, l: Oth: �Sguaz�e cxfe etxxRfx:A:xFcxxd�ench<xpa;bclt.
9. 2.5'6 Plan Check Fee (City of Rancho Cucnmanga Fee)
10. 5e Inspection Fee (City of Rancho Cucamonga Fee)
11. 1/3 Lump Sum Engineering and Contract Administration (CCWD Fee)
• RESOLUTION NO. 83- !, /; Y-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO
CUCAMONGA, CALIFORNIA, CALIFORNIA DESIGNATING BASE LINE
ROAD AS A THROUGH STREET
WHEREAS, Title 10 of the Rancho Cucamonga Municipal Code refers to
Through Streets when establishing rights -of -way at intersections and when
restricting pedestrian crossings; and
WHEREAS, Title 10 authorizes the establishment of Through Streets by
resolution; and
WHEREAS, Base Line Road is a major arterial carrying high volumes of
traffic across the City.
NOW, THEREFORE, BE IT RESOLVED that Base Line Road be designated a
Through Street from the West City Limit to Interstate 15 except at Turner
Avenue and Etiwanda Avenue.
PASSED, APPROVED, and ADOPTED this 21st day of September, 1983.
AYES:
• NOES:
ABSENT:
ATTEST:
Lauren M. Wasserman, City Clerk
40
Jon D. Mike s, Mayor
• ORDINANCE NO.
AN ORDINANCE OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA,
REZONING ASSESSOR'S PARCEL NUMBER 207- 211 -24 LOCATED ON
THE WEST SIDE OF VINEYARD AVENUE BETWEEN ARROW ROUTE AND
FOOTHILL BOULEVARD FROM A -1 TO R -3.
The City Council of the City of Rancho Cucamonga, California, does
ordain as follows:
SECTION 1: The City Council hereby finds and determines the
following:
A. That the Planning Commission of the City of Rancho
Cucamonga, following a public hearing held in the
time and manner prescribed by law, recommends the
rezoning of the property hereinafter described, and
this City Council has held a public hearing in the
time and manner prescribed by law and duly heard and
considered said recommendation.
B. That this rezoning is consistent with the General
Plan of the City of Rancho Cucamonga.
• C. This rezoning will have no significant environmental
impact as provided in the Negative Declaration filed
herein.
9
SECTION 2: The following described real property is hereby rezoned
in the manner stated, and the zoning map is hereby amended accordingly.
Assessor's Parcel Number 207 - 211 -24 approximately 1.93
acres in size and located on the west side of Vineyard
Avenue, between Arrow Route and Foothill Boulevard, is
hereby changed from A -1 (Limited Agriculture) to R -3
(Multi- Family Residential).
The Mayor shall sign this Ordinance and the City Clerk shall cause the same to
he published within fifteen (15) days after its passage at least once in The
gaily RReport, a newspaper of general circulation published in the City oT
Ontario, California, and circulated in the city of Rancho Cucamonga,
California.
•
•
'AV
-
- - -- CITY OF RANCHO CUCAMONGA
Gt1CA l9�C
STAFF REPORT
9r
���° t
DATE:
September 21, 1983
_� z
TO:
City Council and City Manager
1977
FROM:
Lloyd B. Hubbs, City Engineer
BY:
Barbara Krall, Engineering Technician
SUBJECT:
ORDERING THE WORK IN CONNECTION WITH ANNEXATION NO. 14
TO LANDSCAPE
MAINTENANCE DISTRICT NO. 1
Attached for City Council approval is a resolution ordering the work in
connection with Annexation No. 14 to Landscape Maintenance District No. 1 for
Tract Nos. 12090, 11144, 11T,3, 11173 -1, 12184, 11663 and 12019 through 12025.
The developers of the tracts have been notified of the hearing by mail and
notices have been posted at each site.
The attached resolution also approves the Engineer's Report which was
tentatively approved by Resolution No. 83 -145 on August 17, 1983.
RECOMMENDATION
It is recommended that City Council approve the attached resolution ordering
the subject annexation to Landscape Maintenance District No. 1 and approving
the Engineer's Report.
lly subrpitted,
LBWK:jaa
Attachments
��
/'��
USA Properties Find •
April 21, 1923
City of Rancho Cucamonga
9328 C Baseline Road
Rancho Cucamonga, CA 91730
RE: TRACT 12090
Discovery Village Townhomes
To Whom It May Concern:
USA Properties Fund, Ltd., as owner and developer of the above referenced
tract, agrees to join, when established, the city-wide landscaping and lighting
district.
Sincerely,
USA PROPERTIES FUND, LTD.
By: USA PROPERTIES FUND, INC.
General Partner
Surinder S. Kahlon
Vice President
SSK /amlh
1801 W,Istnre Boulevafo, Swfe A. P 0 Box 2165. Santa Manna. Caf�foma 90406, (213j 4533311
5�v
A
0
r 1
♦J
( t
� ORP
May 24, 1983
Mr. Llovd Hobbs
City Engineer
City of Rancho Cucamonga
P.O. Box 2807
Rancho Cucar•,onga, Ca.,91730
Ref; Tentative Tract #11144
Dear i.r. Hobbs
•
We are the developers of Tentative Tract #11144, consisting of
16 buildings totaling 62 units on approx. 5,0 acres located on
Vineyard Ave. south of Foothill Blvd. in the City of Rancho
Cucaronga, Calif.
We agree to have the tract included in the "Special Assessment
District" for landscape and the "Special Assessment District"
for lightinq, as provided by the City of Rancho Cucamonga, Cal.
Sincerely,
Tac Dcvelopnent Corp.
Mr.• T. A. Christenson
President.
19 hm;
•7:333IIIiLLMANMTT• • RANCHO CIY'AMONCA, CALIFORNIA 917Rn • (714)989 -:725.
M. J. Brock & Duna, irrc.
Cr,••. �, r,•� .¢innr,a
IF ?° . ar tai ^, Swre?N 9• ^n Ca 871i; I
July 15, 1983
Lloyd Hubbs
Engineering Department
City of Rancho Cucamonga
P.O. Box 907
Rancho Cucamonga, CA 91730
Re: Tract Nos. 11173 6 11173-1
Dear Lloyd:
Please consider this letter our request for inclusion in the City of
Rancho Cucamonga's Landscape Maintenance District No. 1 within whose
boundaries the above two referenced tracts lie. Additionally, we
request that your office send to us a letter with an estimated annual
cost per individual lot owner within our project in order that our
sales personnel will have a somewhat accurate number to relay to our
prospective home buyers. 1 believe that our lot owners will be paying
a somewhat reduced assessment because there is a homeowners association
for the project which will be maintaining perimeter landscaping which
falls within the realm of Landscape Maintenance District No. 1.
Should you have any questions, please do not hesitate to contact me.
Thank you for your attention to this matter.
Sincerely,
Les Thomas
Project Manager
Rai
� C �
• TOWN &COUNTRYOEVELORMENTS
March 8, 1983
.:a
tnF}J), : L i]S 3
MR, JOE STOFFA CITY OF N:jt ',HO C6C� LiOk:
City of Rancho Cucamonga ,,,,)�r(w^ C.•!:`- -: ^ -'�
9320 C Baseline Road
Rancho Cucamonga, California 91730
ne: Tract 12184 - Letter of Intent
Dear Mr. Stoffa:
Please use this letter as Town & Country Developments,
"Notice of Intention to join the Landscape and Light-
ing District."
9
• Very t ly your
JFZ+ idf
,4z.... r
RCJ:hs
•
61
TOO 133 Norm w.iay O'enpe. C.10. —e 90669 X71 a) 997 -3970
MARLBOROUGH DEVELOPMENT CORPORATION •
August 20, 1982
City of Rancho Cucamonga
9340 Baseline Road
Rancho Cucamonga, CA 91701
Attention: Lloyd Hubbs
Re: Tracts 12019, 12020, 11663
Gentlemen:
We agree to the inclusion of Tracts 12019, 12020 and 11663
in the city -wide Lighting and Landscape districts.
Very truly yours, •
MARLBOROUGH DEVELOPMENT CORPORATION
�
Paul II. Byrne
Vice President - Engineering
PNB /sl
)
•
c� 3
pY PI. AZA PPZp nF'4TI;RY P1 PN Fn9T Al IITF 1450 InC A04rl FS CAI IFORNIA 9W67 a211Ldi 61Ji
• MARLBOROUGH DEVELOPMENT CORPORATION
July 14, 1983
City of Rancho Cucamonga
9340 Baseline Avenue
Rancho Cucamonga, CA 91701
Attention: Lloyd hubbs
Re: Tracts 12021 through 12031
Gentlemen:
We agree to the inclusion of Tracts 12021 through 12031
in the city -wide Lighting and Landscape Maintenance District.
• Very truly yours,
0
MARLBOROQ4 DEVEL CORPORATION
Paul N, Byrnes
Vice President - Engineering
PN6 /sl
i�
ONE CENTURY PLAZA 2029 CENTURY PARK E A5T SUITF 1 v5^ ICS ^4!;H FS CAI IFORNIA M067 1213) 553 5131
• RESOLUTION 40. 83- '(•�j
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO
CUCAMONGA ORDERING THE WORK IN CONNECTION WITH ANNEXATION
NO. 14 TO LANDSCAPE MAINTENANCE DISTRICT NO. 1 FOR TRACT
NOS. 12090, 11144, 11173, 11173 -1, 12184, 11663 and 12019
THROUGH 12025
WHEREAS, the City Council of the City of rancho Cucamonga did on the
17th day of August, 1983, adopt its Resolution of Intention No. 83 -146 to
order the therein described work in connection with Annexation No. 14 to
Landscape Maintenance District No. 1, which Resolution of Intention No. 83 -146
was duly and legally published in the time, form and manner as required by
law, sho4n by the Affidavit of Publication of said Resolution of Intention on
file in the office of the City Clerk; and
WHEREAS, after the adoption thereof, notice of the passage of said
Resolution of Intention, headed "Notice of Improvement ", was duly and legally
posted in the time, form, manner, location, and number as required by law, as
appears from the Affidavit of Posting said notices, on file in the office of
the City Clerk; and
WHEREAS, after the adoption thereof, notices of the adoption of the
• Resolution of Intention were duly mailed to all persons owning real property
proposed to be assessed for the improvements described in said Resolution of
Intention No. 83 -146 according to the names and addresses of such owners as
the same appears on the last mailing or as known to the City Clerk of the City
of Rancho Cucamonga, which said copies were duly mailed in the time, form, and
manner as required by law, as appears from the Affidavit of Mailing on file in
the office of the City Clerk; and
•
WHEREAS, said City Council having duly received 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.
SECTION 1: It is hereby resolved by the City Council of the City of
Rancho Cucamonga that the public interest and convenience requires the
annexation to the District and the ordering of the work, and said City Council
hereby orders that the work, as set forth and described in said Resolution of
Intention No. 83 -146 be done and made; and
SECTION 2: Be it further resolved that the report filed by the
Engineer is hereby finally approved; and
SECTION 3: Be it further resolved that the assessments and method of
assessmentin 5e Engineer's Report are hereby approved.
Resolution No.
Page Z
SECTION 4; Be it finally resolved that said assessments shall not .
begin until after 60 percent of said tracts have been occupied.
PASSED, APPROVED, and ADOPTED this 21st day of September, 1983.
AYES:
NOES:
ABSENT:
ATTEST:
Lauren M. Wasserman, City Clerk
Jon D. Mike s, Mayor
r %
is
0
1•.i'. r/ r. 1 �C a
• CITY OF RANCHO CUCAMONGA
Engineer's Report for
ANNEXATION NO. 14
to the
Landscape Maintenance District No. 1
Tracts 12184, 11163, 12019 through 12025, 11173, 11173 -1, 11144 and 12090
SECTION 1. Authority for Report
This report is in compliance with the requirements of Article 4, Cnapter
1, Division 15 of the Streets and Highways Code, State of California
(Landscaping and Lighting Act of 1972).
SECTION 2. General Description
This City Council has elected to annex all new tracts into Landscape
Maintenance District No. 1. The City Council hr.s determined that the areas to
be maintained will have an effect upon all lots within Tracts 12184, 11163,
12019 through 12025, 11173, 11173 -1, 11144 and 12090 as wolf as on the lots
directly abutting the landscaped areas. All landscaped areas to be ma;..tained
in the annexed tracts are shown on the Tract Map as roadway right -of -way or
casements to be granted to the City of Rancho Cucamonga.
• SECTION 3. Plans and Specifications
The plans and specifications for the landscaping have been prepared by the
developer and have been approved as part of the improvement plans for Tracts
12184, 111.63, 12019 through 12025, 11173, 11173 -1, 11144 and 12090. The plans
and specifications for the landscaping are in conformance with the Planning
Commission.
Reference is hereby made to the subject Tract Map and the assessment
diagrams for the exact location of the landscaped areas. The plans and
specifications by reference are hereby made a part of this report to the same
extent as if said plans and specifications were attached hereto.
E
SECTION 4. Estimated Costs
No costs will be incurred for parkway improvement construction. All
improvements will be constructed by developers. Based on historical data,
contract analysis and developed work standards, it is estimated that
footmaintenance per
yeaosts These assessment
arepuestimated will
only, a actual as sessmenterwill square
based on actual cost data.
The estimated total cost for Landscape Maintenance District No. 1
(including Annexation No. 14 comprised of 79,754 square feet of landscaped •
area) is shown below:
Total Annual Maintenance Cost
S.30 X 364,520 square feet = S109,356
Per Lot Annual Assessment
$109 356 = 43.45
2517 lot
Per Lot Monthly Assessment
$43.45 = 3.62
2 months
Assessment shall apply to each lot as enumerated in Section 6 and the
attached Assessment Diagram. Where the development covered by this annexation
involves frontage along arterial or collector streets, which are designated
for inclusion in the maintenance district but will be maintained by an active
homeowners association, these assessments shall be reduced by the amount saved
by the District due to said homeowner maintenance.
SECTION 5. Assessment Diagram
•
A copy of the proposed assessment diagram is attached to this report and
labeled "Exhibit A ", by this reference the diagram is hereby incorporated
within the text of this report.
SECTION 6. Assessment
Improvement for Annexation No. 14 is found to be of general benefit to all
lots within the District and that assessment shall be equal for each parcel.
The City Council will hold a public hearing in June, 1984, to determine
the actual assessments based upon the actual costs incurred by the City during
the 1983/84 fiscal year which are to be recovered through assessments as
required by the Landscape and Lighting Act of 1972.
SECTION 7. Order of Events
1. City Council adopts resolution instituting proceedings.
2. City Council adopts Resolution of Preliminary Approval of City Engineer's
Report.
3. City Council adopts Resolution of Intention to Annex to District and sets
public hearing date.
4. City Council conducts public hearing, considers all testimony and
determines to Annex to the District or abandon the proceedings.
•
/,-7
9
lJ
5. Every year in May, the City Engineer files a report with the City Council,
6. Every year in June, the City Council conducts a public hearing and
approves, or modifies and approves the individual assessments.
3
ASSESSMENT DIAGRAM
LANDSCAPE MAINTENANCE DISTRICT NO. 1
ANNEXATION NO. 14
TR 12090
0
0
CITY OP RANCI IO CUCA, \TONGA
�•�..\ A EXHIBIT A •
'- ENGINEC•.RtYC DIVISION
VICINITY M.Al'
�' i page
ASSESSMENT DIAGRAM
• LANDSCAPE MAINTENANCE DISTRICT NO. 1
ANNEXATION NO. 14
TR 11144
`J
9
A--/
CIT1' OF RANCI 10 CUC MONTC,A n ExHtstT a
ENGINEERING DIVISION �T
VICINITY SLAP ,7�j l�l page
;ASSESSMENT DIAGRAM
LANDSCAPE MAINTENANCE DISTRICT NO. 1
ANNEXATION NO. 14
11173 S 11173 -1
`e
J. I
i
J'
Al
>`-o %...^ CITY OF RANCI IO CUC.I,%IONGA S EXHIBIT A •
ENGINEERING DIVISION
p
m -a' VICINITY MAP N
ASSESSMENT DIAGRAM
• LANDSCAPE MAINTENANCE DISTRICT NO
ANNEXATION NO. 14
TT, 12184 -. .
L'
A 11
I � I1.: � •j
I
CITY OF RANCI IO CUCAMONGA
ENGINEERING DIVISION
VICINITY MAP 7
0
A
N
L
EXHIBIT A
P08e
ASSESSMENT DIAGRAM
LANDSCAPE MAINTENANCE DISTRICT NO. 1 •
ANNEXATION NO. 14
TR 11163 and 12019 thnl 17625
•
r�4n
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CITY 01: RANCI 10 CUCAi \IOVGA w EXHIBIT A•
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VICINITY MAP
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ORDINANCE NO. 208
AN ORDINANCE OF THE CITY OF RANCHO CUCAMONGA,
CALIFORNIA AMENDING SUBSECTION A5 OF SECTION
5.04.290 OF THE RANCHO CUCAMONGA MUNICIPAL CODE TO
CLARIFY THE MEANING OF GROSS RECEIPTS OF REAL ESTATE
BROKERS FOR THE PURPOSES OF BUSINESS LICENSE TAKES
The City Council of the City of Rancho Cucamonga, California, does
ordain as follows:
SECTION 1: Subsection A5 of Sentian 5,04,P90 of the Rancho Cucamonga
Municipal Code is hereby amended to read as follows:
5. In the cave of real estate brokers
maintaining an office within the city, all real
estate commissions will be included when reporting
the gross receipts of the business except such
portion of gross receipts reflecting sales made of
real property out of the city where the outside
sales are required to be reported and business
• license paid thereon to another community. In the
case of real estate brokers maintaining an office
within the city, gross receipts shall not be reduced
because of any compensation paid, directly or
indirectly, to a real estate sales person licensed
under such broker. In the case of real estate
brokers not maintaining an office within the city
only real estate salesmen's commissions from sales
of real property within the city shall be reported
as gross receipts.
and in all other respects, Section 5.04.290 of the Rancho Cucamonga Municipal
Code shall remain the same.
SECTION 2: Section 1 of this Ordinance shall become effective on the
thirtieth day following the adoption of this Ordinance, or on January 1, 1984,
whichever is later.
SFCTION 3: The Mayor shall sign this Ordinance and the City Clerk
shall attest, to the same, and the City Clerk shall cause the same to bb
published within fifteen (15) days after its passage, at least once in The
Daily Report, a newspaper of general circulation, published in the City of
Ontario, California, and circulated in the City of Rancho Cucamonga.
PASSED, APPROVED, and ADOPTED this 21st day of September, 1983.
Is AYES:
NOES:
ABSENT:
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STAFF REPORT ��?P 'r
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DATE: September 21, 1983 o0977 i
TO: Members of the City Council and City Manager
FROM: Rick Gomez, City Planner
BY: Tim J. Beedle, Senior Planner
SUBJECT: RECOMMENDATIONS ON DRAFT FOOTHILL COMMUNITY PLAN
3AC°GROUID: This report briefly reviews previous reports which have
been considered by the Planning Commission on the Foothill Community
Plan and their subsequent decisions. On August 30, 1983, the Planning
Commission held a public meeting to consider recommendations to the City
Council. These recommendations are included within the analysis and
recommendation section of this staff report. In addition to the draft
Foothill Community Plan which the Council previously received, the
County staff recently completed the draft Environmental Impact Report
which now accompanies this report. This Environmental Impact Report
should be used to provide further background information on the
recmmendations of the Planning Commission.
The County staff will be present in order to briefly overview the plan
and answer questions from the Council. Once complete, the Council
recommendations will be forwarded to the County Board of Supervisors.
The County Planning Commission will hold their first meeting on this
plan on October 6, 1983 at Lions Park Community Center.
ANALYSIS AND RECOMMENDATION: The City's Planning Commission recommends
approval of the draft Foothill Community Plan subject to the following
recommendations:
LAND USE AND DEVELOPMENT STANDARDS
1. ISSUE: The majority of the Community Plan follows the land use
FiTierns of the City's General Plan. Differences exist within areas
where topographic slopes exceed 30 percent. Because of
environmental and safety hazards in these areas, the
"Slope /Development Guidelines" of the City's General Plan limit
development on areas with slopes greater than 30 percent. The draft
Foothill Community Plan provides for one dwelling unit per 10 acres
gross density, which exceeds the "Slope /Development Guidelines ".
RECOMMENDATION: In areas with slopes which exceed 30 percent,
de4e p-ment should not exceed one (1) dwelling unit per 40 acres.
CITY COUNCIL STAFF REPORT
Draft Foothill Community Plan
September 21, 1983
Page 2
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2. ISSUE: The use of density transfers provides a means of locating
development away from sensitive areas to areas 'pore suitable for
development. Without limitations on use of this development
technique, impacts on surrounding areas and services due to
accumulation and concentration of development well above the
underlying land use density could be significant.
RECOMMENDATION: Density transfer should be used only to avoid
eve pment in environmentally sensitive areas, provided that any
density transfer will not adversely impact the surrounding area's
service capacity, land use characteristics, and is consistent and
compatible with the surrounding residential areas. In no case shall
the permitted use or permitted building type be other than single
family detached residential in the area north of Alta Loma.
3. ISSUE: The City's Master Plan of Trails indicates a system of
equestrian trails linking to a regional trail system within the
planning area. The Draft Foothills Community Plan incorporates the
standards and trail locations as shown on the Master Plan; however,
Section 'AF 3.0215 of the Plan does not provide implementation of the
trail system until an "Acquisition and Maintenance Program" is
intact. •
RECODPIENDATION: A public facilities and finance plan should be
developed —the entire planning area which speciflcrlly examines
the implementation of a trail system. This recommendation is
discussed further in item 8 of the report. Language should be
incorporated into the Plan which will provide for necessary trail
dedication within residential development which is consistent with
the Master Plan of Trails and annexation into any necessary service
districts.
ISSUE: The Community Design Element of the City's General Plan
stresses use of landscaping to enhance the public and on -site spaces
(principally along ad3oining streets). One of the most evident
characteristics of community design is landscaping along park strips
and around public areas. Examples of the contrast between areas
with and without adequate landscaping can be seen within this
community. The Draft Foothills Community Plan deals with some
community design issues, however, there are no specific standards
for landscaping in public areas other than for slope stability
reasons.
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CITY COUNCIL STAFF REPORT
Draft Foothill Community Plan
September 21, 1983
Page 3
RECOMMENDATION: Provide language within the Plan which requires the
fo oowing an scaping standards for new development:
A. Along park strips or unimproved public street rights -of -way
abutting development within interior streets, landscaping shall
be provided to a minimum standard of one 15- gallon tree per 30
linear feet of frontage. Along collector streets the minimum
standard shall be one 15- gallon tree per 20 linear feet of
frontage, with suitable vegetative ground cover and an
irrigation system.
3. Within commercial development, landscaped areas shall be no
less than 10 percent of parking and driveway areas and
landscaped with a minimum of one 15- gallon tree per 3 parking
spaces.
5. ISSUE: The City's General Plan Land Use Development Standards
stresses the need for development of parks within existing
residential areas and as part of developing areas. The City's
General Plan provides standards for require park land dedication
• within npw residential development. The Draft Foothills Community
Plan does not include a park land dedication requirement. The area
north of Etiwanda holds the majority of the population within the
planning area and will affect most of what happens with our own
pa,'<s program. It will be necessary for a service district to be
established for the maintenance of future parks. This matter is
further discussed in item 8. San Bernardino County's Ordinance 2126
provides the means to enact park land dedication requirements on new
developments.
RECOMMENDATION: The Plan should set forth appropriate language
requiring par land dedication or a lien fee for all new residential
developments using a minimum standard of 3 acres of improved park
land per 1,000 population. Future development should be required to
be annexed into a service district for park maintenance.
6. ISSUE: Although the Foothill Plan does not specifically address
affordable housing, it incorporates the use of the San Bernardino
County -wide policy which provides up to 100 percent density bonus
for affordable housing. This policy does not consider the
environmental constraints or potential service constraints which area
inherent within the planning area. Moreover, it is quite infeasible
that affordable housing could be provided in the hillside areas.
Any affordable housing policy should designate suitable areas for
affordable housing and set ultimate housing capacities for future
dwellings in areas which will receive the density bonus.
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CITY COUNCIL STAFF REPORT
Draft Foothill Community Plan
September 21, 1983
Page 4
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RECOMMENDATION: Develop, in consultation with the City, an
affordable housing policy for the Foothill Community Plan which
takes into consideration location and physical features which may
I- f'uence housing costs. Such a policy would require the definition
of holding capacity at a subarea based on planned service capacity,
environmental constraints, and surrounding land use
characteristics. This should be done through the development of a
specific plan or other similar document, such as a plaTMed urban
development plan.
7. ISSUE: As development occurs, future coordination between the City
and County jurisdictions will be necessary. The San Bernardino
County General Plan policy supports coordination with local agencies
through the application of a Community Plan. Language should be
incorporated into the Foothill Community Plan to assure for this
coordination.
RECOMMENDATION: The Plan should contain language which assures that
the City wifibe consulted during the review of any development
plans. The County shall forward material on development plans,
EIR's, subdivision, or other types of development proposed, at the
earliest possible date in order to provide sufficient time for city •
comment and consideration by the San Bernardino County staff,
Planning Commission and Board of Supervisors.
COMMUNITY SERVICES:
ISSUE: The Draft Foothill Plan does not delineate standards or
policies for implementation of community service activities such as
parks, schools, major infrastructure, fire and law enforcement
activities, trails, and community buildings. Because of the
magnitude of the size of the planning area (16,000 acres) and
population (12,000 - 15,000), the issues involving financing and
operating community services is not unlike Rancho Cucamonga's own
problems in Alta Loma and Cucamonga prior to incorporation. Without
• ^_c^•^'^ provisions for community services it is possible that the
planning area will experience similar problems as those in the Alta
Loma or Cucamonga area prior to 1977.
RECOMMENDATION: A public facility and finance plan should be
prepar�i� identifies service needs, financing and construction'
and maintenance of public facilities such as fire and law
enforcement facilities, schools, parks and trails, libraries,
community buildings, sewer and water, and other infrastructure needs
not necessarily provided and maintained by private development.
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CITY COUNCIL STAFF REPORT
Draft Foothill Community Plan
September 21, 1983
Page 5
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9. ISSUE: At this time'no means has been established which can assure
Tor—operation and maintenance of the community facilities discussed
above. However, as development occurs the need for participating in
these activities will become more pressing and if approved without
adequate consideration of service demand would represent a lost
opportunity.
RECOMMENDATION: Prior to approval of any major development, a
governmental service district and /or development fee shall have been
established which can assure for the development, maintenance, and
operation of certain community services such as parks and trails,
maintenance of street landscaping, and community buildings.
Annexation into the service district shall be required of any future
development within the planning area.
10. ISSUE: The nature and level of detail of the Community Plan does
not adequately address certain types of development issues which
could cause conflict in the future, such as determining the ultimate
holding capacity at a subarea level, defining detail community
characteristics, establishing the circulation system design, and
• establishing the relationship between developable areas and open
space. These issues need to be addressed particularly in the
residential areas extending north from Etiwanda to the hillside
•.ahem the majority of development will occur.
RECOMMENDATION: Prior to development in the following residential
areas, a specific plan or other similar document such as a planned
urban development plan should be completed:
1. North of Highland Avenue between Milliken and Day Creek;
2. East of the Day Creek recharge basin and north of the Etiwanda
area extending into Day Creek Canyon;
3. North of Etiwanda extending between the mouth of East Etiwanda
Canyon and San Sevaine Canyon;
4. East of Area 3, extending to Devore Freeway.
Res;gtfully lubmitted,
Rir. Goi
City Planner
19 RG:T3:jr
(Attachments: Draft Environmental Impact Report
Planning Commission Minutes - August 30, 1983
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CITY OF RANCHO CUCAMONGA °J
PLANNING COMMISSION MINUTES U� JrJ yL A,_1F
Regular Meeting
August 30, 1983
CALL TO ORDER
Chairman Dennis Stout called the adjourned regular meeting of the Rancho
Cucamonga Planning Commission to order at 6:30 p.m. The meeting was held at
the Lion Park Community Center, 9161 Base Line Road, Rancho Cucamonga,
California. Chairman Stout then led in tte pledge of allegiance.
ROLL CALL
PRESENT: COMMISSIONERS: David Barker, Addie Juarez (arrived
6:50 p.m.), Larry Mc Niel,
Dennis Stout
ABSENT: COMMISSIONERS: Herman Hempel (Excused)
STAFF PRESNT: Tim J. Beedle, Senior Planner; Joan Kruse,
Administrative Secretary; Jack Lam, Community
Development Director; Paul Rougeau, Senior Civil
Engineer
• COUNTY STAFF PRESENT: Chuck Coe, Senior Planner; Doug Payne; John Perevuzik;
Tommy Stevens
Tim aaedle, Senior Planner, reviewed the staff report stating that it would be
presented in two segments: the County presentation, followed by City staff
review of the major issues on the questions that were raised at previous
meetings. He indicated that following the presentation there would be time
for torments.
Mr. Beedle explained the process in the review of the draft plan indicating
that the County Planning Commission would begin their hearings within the next
four to six weeks. He indicated that following review of the plan by the
Planning, Commission, a recommendation would be made to the City Council.
Further, a copy of the Draft EIR will be furnished to the Planning Commission.
Mr. (:hack rre, Senior Planner, made a presentation of the Community Plan on
behalf of th -t County of San Bernardino. He indicated that this is the public
hoar In pha:;e fn llowing the presentation last April of goals, policies and the
land une mrp.
Mr. rpm, indicated that the Draft Plan will be forwarded to the Planning
Commisaion in October and to the Board of Supervisors by November.
Mr. Coe stated that the propose of this meeting is threefold:
1. To bring the City Planning Commission up to date on the Community Plan as
it developed since last April;
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2. to speak to the issue raised in the City's staff report relative to
densities, land use districts, transfer of land use densities, service,
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and equestrian trails; and
3. it is hoped that a finding could be made with a recommendation to the City
Council to support the Community Plan that the Commission will feel is
appropriate.
Mr. Coe stated that while the EIR is not yet complete, no new concerns have
been rnis ^_d. He added that the impact on services, such as water, sewer,
roads, drainage, schools and fire services have been addressed, and he stated
that the County has been working with the various agencies relative to
services and would have a better idea when official comments on the Draft EIR
have been received.
Mr. Payne described the Community Plan stating that it is divided into seven
section;, including land use categories and building types, along with their
requirements.
Mr. Payne stated that the general plan map and the circulation map re adopted
by policy and the land use district map is adopted by ordinance.
Mr. Payne discussed three major issues: Compatibility with the City's General
Plan and Specif.c Plans stating that the areas most directly affected are
Etiwanda and Alta Loma. He stated that the goal of the community Plan is to
be complt ible with the west end of the community.
Mr. Payne stated it is a goal of the Plan to discourage development on steep
,
nillsidcs by allowing a 100 percent density transfer to more buildable
sires. He indicated special studies will be required where slope conditions
arr: such that they would benefit by the study with preliminary grading
proposals and on planned residential developments.
Mr. Payne stated that future building must conform to existing slope
conditions.
Mr. Payne advised that the County does not have the ability to provide a
finanoing planning program for public facilities. Further, that the Plan
identifies specific land use categories that recognizes public services for
the area. The water district, he stated, is proposing an on site water
management district as set up by the state and he spoke of the infrastructure
needed to support development. He indicated interim school fees are proposed
for thoue schools which would be impacted in the Alta Loma and Chaffey school
ui.^.trictn, and that this could be implemented once the districts approach the
Board of 9uperviaors. Equestrian trails and hiking trails are identified in
the plan and the standards for them could be readily available to developers
in that they could be a part of the conditions of approval and could be made a
part of the equestrian area.
Mr. Tim Beadle reviewed the staff report.
Chairman Stout asked about the issues contained in the report and asked for
co=^ ents from the Commission, There were none.
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Planning Commission Minutes -2- August 30, 1983
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7:30 p.m. The Planning Commission recessed.
7:45 p.m. The Planning Commission reconvened.
Cnair:.an Scut asked if any Commissioner had any issue that was not in the
Plan that could or should be in it.
Chair,--in Stout stated that the issues contained in the Plan should be broken
into two different categories: those which are related to the Plan itself and
those that relate to financing.
Commissioner tdc Niel asked if what M• Payne had stated is that a review
committee is used to determine the need for services.
.+'r. Pey ne replied that any submittals like a subdivision would go before an
environmental review board through the review process. Further, that services
are an issue and would have to be examined, Mr. Payne explained that they
also 'nave a subdivision review committee which includes water agencies, school
districts, fire and police departments.
Ccuc,issioner ;M Niel asked what effect a project will have five years from now
if there is nothing that actually pinpoints what services will be required
five years from now.
• Mr. Payne replied that in general, the services that will be impacted are
thou. ,erv:oes available to the community. If the number of homes are
multipli-d out they can see by the factors what services will be needed.
Commissioner XlcNiel stated that these are not incorporated into the Plan at
this time.
Mr. Payne replied that the County can do this by factoring for each specific
purpose.
Conmissioner Barker stated that if the County has something like this that
worka for schools, he would like to see it because his has not worked for
years.
Mr. Coe replied that they did not mean to imply in their presentation that
service needs would not be addressed but they don't know what they would need
to Piily implement this Plan. Further, because of the scope of the Community
Plan, financing can't be predicted and they did not know how, facilities would
be proviicd.
Commissioner Barker asked about parks, which have always been a problem to
provide for. He asked specifically about the Rancho Cucamonga area and what
provisions there would be for parks there.
mr. Coe replied that those topics would be addressed individually as projects
are Ciled. Further, that when formulating housing plans parks would have to
be addressed by the developer who would have to provide public parks or to
reserve land for parks.
Planning Commission Minutes -3- August 30, 1983
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Chairman Stout stated that he is not familiar with the County process of •
providing these services and was not sure where the Plan should stop and where
the City's planning would begin.
Mr. Stevens replied that when they any they cannot provide services beyond a
certain level does not mean that these services will not be provided.
'rlL rther, that amen the Plan is adopted, they can come back and provide
planning in much more detail that what they are doing today. Mr. Stevens
indicated that their charge at this time is to do this level of planning and
with the City's recommendation, it will tell the County that they need to go a
step further in services. He further indicated that they have done this In
the past any they can do it again but they need direction and authority from
the Board of Supervisors in order to do it.
Chairman Stet stated that through this Plan they are looking at a possible
additional 10- 15,000 people in the area which is almost as much as a new
city. P.e further stated that the Planning Commission does not want to wait
until the foothills are developed the way that the Alta Loma area was before
they begin planninZ for this development. He indicated that he could see the
same thing, happening in the foothills that caused the incorporation of the
City of Rancho Cucamonga to occur.
Chairman Stout felt it critical to have some kind of financial plan for the
area ani furtiier felt that possibly a moratorium on development of the area is
needed. Chairman Stout stated that this is not a criticism of the plan
because County planning staff has done exactly what they were sewed to do. •
Mr. Stev�na replied that they will receive the Commission's comments on all
the areas and be able instead of stopping all projects, to keep certain areas
open for development. In turn, they would like to at least have the ability
to move ahead if tney meet the City's concurrence or standards.
Chairman Stout replied that it is not necessarily the standards- -that his
concern In that an opportunity exists to design a financing plan to carry
through 20 years from now with infrastructure that will be there.
Mr. Coe stated that the County's plan acts as a catalyst for input on
infraatructure and schools.
Chairman Stout stated along with the several issues being discussed he noticed
there did not seem tr be any difficulty with having equestrian trail
standarda; however, he saw the issue or dedication as a possible "catch 220.
Mr. Stm•ens replied that when a project comes through and if a trail is needed
in rert3in areas, it will be provided.
Cnmminaioner Harker asked how this would be accomplished.
Mr. Steven5 replied that if it is needed they will reserve the land to protect
the continuity to link up with the equestrian trails from project to
project. Development of the trail system will come once a form of maintenance
can be established. Parks would be taken care of in much the same manner and .
he did not feel that providing for this would be insurmountable.
Planning Commission Minutes -4- August 30, 1983
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• Chairman Stout asked what the yuliey of the County has been in the past for
❑eintenance of parks and trails.
Mr. Stevens replied that in certain areas they have districts that provide for
parks, roads and drainage systems. He indicated that the parks are a high
r :aintanance type service and is the one that needs the closest attention
because a, the amount of money needed from the maintenance aspect.
Mr. Stevens stated that when a developer has placed the improvements, it is
also determined who will maintain.
Co.a:.issioner Barker stated that a standard in the Plan states nothing will be
don, on trails until the Board of Supervisors take action on a maintenance
plan.
Mr. Stevens stated they will make a change in the wording so that whatever is
nec,ssery for the trails will be reserved.
Chairman Stout stated that there are actually three different things going
on: the reservation of the land itself; the trail standards of the City; and
the maintenance. Of these three areas, Commissioner Stout asked just how far
the Plan goes.
'M. Payne replied that in current County policy they cannot maintain the
trails. 'what Mr. Stevens said is when the project comes through they will
• hold the right -of -way and will pick up by designing structures and the offer
of dedication in enough detail so that the trail system is clear.
Therii was :;eneral discussion on how landscaping vill be ensured along with the
trails standards.
Ctair;an Stout stated that what the Commission should transmit to the County
Pluming Commisaion and the Board of Supervisors is that they have strong
conc,rn3 shout the lack of a financing plan for the services in the Community
Plan. He felt that this should be done before any development occurs.
Mr. Coe replied that it is important for this Planning Commission and the City
Council to make their points known because there are many others who feel the
some way ari that this would be competing for limited county Ponds. He
indicated that the County is not designed to handle service areas and
everyU me a new district comes up, they have a problem. He indicated that in
Chino Hallo service was established as a part of the project and it is not
:;oaethinn that they have an answer for. He indicated P.:rther that the City
na +is to p.•r;onilly become involved in the revenue process.
Chairman .`;Lout stated that if the City Council decides to ratify the Planning
Commission's concerns there will be some sort of formal policy statement which
goes to the County Planning Commission and the Board of Supervisors expressing
their concerns.
Mr. foe stated with regard to schools, the school disricts have a V ^hicle with
the County to establish fees for impaction and when this is done the County
Collects the fees.
Planning Commission Minutes -5- August 30, 1983
The consensus of the Commission was that the Board of Supervisors be made
aware of the need for a financing plan for services to be established. .
Commissioner Barker stated that in the proposal two things are talked about:
density bonuses and density transfers and going from 4 units to the acre to 8
units to the acre and his ni;htmare is that now you will have higher density
ir..pacti.g low density areas.
There was discossien relative to density bonuses, transfers and the population
that could be supported in much of the area which is environmentally
sensitive.
Nr. Coe stated that County staff feels the Plan adequately addresses services,
capacity and the environment and it is a subjective issue of what is
compatible wit'n the surrounding area. He indicated that there is no doubt in
his mind that there will be some issues that they know the City will support
am: they thin.: the Plan can be made more compatible. He indicated that if
whit the Commission wants is single family detached homes, it should say so.
Commissioner Ma Ylel expressed concern that as the Plan is presented with the
icr,sity transfers, it may be too close to giving the farm away.
Cnairras Stoit stated that they would hate to see someone who had moved his
density transfer to a lower area orf the slope put in a high density
project. He further stated that the concern would be alleviated if there was
me max :ru •a capacity for density transfer because it appears to be wide open
with tno way the Plan is now written. •
.... Pay :r.; explainei the subareas and their designation.
a,m ssicnnr Mc Niel stated that he was concerned with the area north of
r.tiwandn as it develops.
Mr. Be -,dle explained what the General Plan guidelines are for development in
the var!oo-, :: a,lope areas. Further, that the overall issue is density; and
farther explained the recommendation of 1 unit per 40 acres instead of t unit
par 10 ;;row. ^s acres as shown in the County Plan.
Chairman .Stouc asked for consensus on this issue.
C mmissioner 3arker asked if they could address the issue or density transfers
from one area to another; and limiting a holding rapacity on a particular
piece: of pr-,party.
r:n irvc,n :h out stated that tnio should be addressed by some finite rule, tie
tnd:'cat,�d :u felt it unfair that they de not have something more specific in
that it will not say what the Plan means.
Mr. Barker stated that the recommendation from staff was iDU per 40AC and that
there was no compromise with 1 DU /AC.
Chair :,n Ctout stated that he would rather say iDU per 40AC to be consistent
with the General Plan.
Planning Commission Minutes -5- August 30, 1983
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• Nr. Beedle stated that the other issue is affordable housing and the question
on the table is the City's concern of applications on a countywide policy in
that area. He indicated that there is no reason that the City cannot
reroaaond to the County that this policy be examined tc meet the character of
this Planning area.
Cornissioner Barker asked if the Commission has already met consensus on item
six relative to Chairman Stout's service district or financial plan.
Chairman Stout replied that there should be some type of language because of
the terrain and its sensitivity which also affects affordable housing.
Commissioner Barker asked what effect the transfer of residential density will
have in special easements.
Mr. Payne stated the Plan says that densities can be transferred when they are
combined with an open space program and it is not automatically made, it is
only made when there are findings.
Chairman Stout stated that there was consensus from the Commission that on the
issue of affordable housing, it should be limited based upon the terrain.
Mr. Lowell Comes, landowner and a committee participant, stated that if the
Cc�::z iss ion was to say it was excluding the hillside area from affordable
housing, they would not be offending any property owner in that area because
• they do not feel that this type of housing is marketable in the area.
Coa:ac:aioner Barker asked if it would be appropriate to address trails on
ei %h,ar oidn of the road and other small concerns such as that.
Mr. ceoala replied that staff would be glad to take comments from the
Cocai:3. ion back to the County and it would be helptW to go through the issues
and give stiff guidance in this area.
Cor..aissioner ht Niel stated that most of the densities in the Plan are relative
to the City's range but are at the top end, for example, where the City shows
2 -4 the Plan shows 4. He asked in light of the bonus and density transfer
would it not be wise that the range be reduced to the bottom of the range
since the possibility exists that what they will be doing is giving away
density.
:t r. Joe DiIorio, land owner, spoke of the issue of affordable housing and
ind:cat +:J '.hat t'nere are specific design standards for the subarea in the
Ht iwmldi .7p ,icific Plan that must be applied and focused in that area.
Pirther, Viet it appears the difference between the County's Community Plan
and the F.t iwanAa Specific Plan is the design standards and type of housing.
He indicated that the landowners would support doing a specific plan. He also
spoke of the special mechanism for review to meet questions that have been
railed.
Cowminsiener Mc Niel asked if t'r.ds Plan goes through and subareas are created
19 for future specific plan, how would this fit with the Community Plan?
Planning Commission. Minutes C -7- August 30, 1983
C' 16
Mr. Beedle replied that certain topics can be addressed by specific plans un a
subarea basis. However, there are some other areas that are general, such as
public facilities or a financing plan which should be handled through a
areawide plan.
Commissioner Mc Niel asked how this will affect density.
t
1 ^r. Beedle stated that the Commission can state whether it is not satisfied
with the density bonus proposal and affordable housing policy because of the
potential icpaction of services. He indicated that a specific plan can set
more closely the holding capacities of subareas within the planning area.
Chairman Stout stated that one thing they did in the general Plan is require a
master plan for certain areas. He asked if a master plan would be consistent
with a specific plan's subareas.
Mr. Beedle explained that a master plan is a generic name of a plan for
certain topics before any development occurs.
Chair;,= Stoat asked if the County can require certain areas to have a master
plan for some subareas.
M+'. Stevens replied that it can.
tdr. Coe stated what typically occurs is that a PUD is required by the County
prior to any development plan. .
.1r. Beedlq . asked if what W. Coe said is that you can use a PUD where there is
multiplo ownership.
hm. Coe replied affirmatively.
Mr. Deed:: s'.ated that you could use the PUD process like a master plan.
There waa further discussion of whether a master plan, specific plan or the
Community Plan would be the best vehicle to address this area and the use of
density bonuses within it.
Commissioner Barker stated that perhaps a specific plan would best address
this for the area above Etiwanda. He indicated it would give clarification
for the whole density issue and he would feel more comfortable knowing what
the numuera are.
Mr. ;tev ^art replied that a specific plan can address the issue of density and
bonunes.
Mr. Beadle nuggested that there be a tenth recommendation which would state
that overall planning be done that examines development issues and holding
capacity for the area which is shown as residential in the Plan.
There was consensus among the Commission that this be done.
F-
6-1
Planning Commission Minutes -8- August 30, 1983
• Motion: Moved by Barker, seconded by Mc Niel, carried unanimously, to
recommend to the City Council approval of the Draft Community Plan, subject to
the 10 recommendations as modified by the Planning Commission.
L
•
Mr. Beedle stated that this will now be moved to the City Council with the
recommendations of the Planning Commission.
Mr. Beed:e thanked the County staff for the work they have done in the
development of the Foothill Community Plan.
Motion: Moved by Juarez, seconded by McNiel, carried unanimously, to adjourn.
a 0 a 0
0 -c, p.m. The Planning Commission adjourned.
Respectfully submitted,
JACK LAM, S:cretary
Planning Commission Minutes -9- August 30, 1983
C
. RESOLUTION N0.99-2dz65LR
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO
CUCAMONGA, CALIFORNIA RECOMMENDING TO THE BOARD OF
SUPERVISORS OF THE" COUNTY OF SAN BERNARDINO CERTAIN
ACTION TO BE TAKEN UPON THE ADOPTION OF THE DRAFT
FOOTHILL COMMUNITY PLAN
WHEREAS, the County Planning Staff has prepared in concert with the
Foothill Community Plan Advisory Committee the Draft Foothill Community Plan
for the area north of Rancho Cucamonga including its sphere of influence area;
and
'WHEREAS, that future development in this area will have a lasting and
significant direct effect on the City of Rancho Cucamonga; and
WHEREAS, the area, once fully developed will add 15,000 to 21,000
persons creating significant demands for public facilities and public
services; and
WHEREAS, the City has determined that there are areas of sensitive
environmental characteristics and through the policies of the General Plan
have designated such areas as either hillside residential or open space in
• keeping with sound land use planning practices.
'6HE?EAS, the City has studied the Draft Foothill Community Plan and
has held several public meetings before both the Planning Commission and the
City Council in order to discuss issues of i,iterest and to receive public
input; and '
WHEREAS, the City recognizes the need to create greater consistency
between and City and County planning policy for the area and that the Draft
Foothill Community Plan is a first step towards this result.
NOW, THEREFORE, the City Council of the City of Rancho Cucamonga,
California, resolved that the approval of the Draft Foothill Community Plan be
subject to the following conditions:
1. In areas with slopes exceeding 30 percent, e ✓
development should not exceed one (1) dwelling unit c,�....i
per 40 acres. v .l'c_.a 1, " u
d t
C( LL
2. Density transfer should be utsed onlly to avo' -
development in environmentally sensitive area and
should not impact surrounding areas, provided that
ony density transfer will not adversely impact the
f surrounding area's service capacity, land use
characteristics, consistent and compatible with the �
surrounding residential areas. In no case shall the
® permitted use or permitted building type be other Q,c
than single family detached residential in the ar i \y4� Imo, �a
north of Alta Loma. i, k
•Q�1,�4 _ -x�.f G. Gt+l.. Ac ,,,i y�•t. Ct. .. ai L.l r1<u l�tn, ���
r/
Resolution No.
Page 2
\` 3. Language should be incorporated into the Plan which
:+ill provide for necessary trail dedication within
residential development which is consistent with the
Master Plan of Trails, and new development in
equestrian areas should be required to annex into
any necessary service district.
4. Provide language within the Plan which requires the
following landscaping standards for new development:
a. Along park strips or unimproved public street
rights -of -way abutting development within
interior streets, landscaping shall be provided
to a minimum standard of one 15- gallon tree per
30 linear feet of frontage and along collector
r l streets one 15- gallon tree per 20 linear feet of
frontage, with suitable vegetative ground cover
and an irrigation system.
b. Within commercial development, landscaped areas
shall be no less than 10 percent of parking and
driveway areas and landscaped with a minimum of
one 15- gallon tree per 3 parking spaces.
5. The Plan should set forth appropriate language
requiring park land dedic Lion or a fee for all new
mum standard of
3 acres .,. -improvea _.of_ .- park.. ..land per 1,000
il`tii 44
CC- G
•
•
residential developments m #rti
',„u. ✓"
pQVu U.on -.- Future development should be required
to be annexed into a service district for park
1'I
maintenance.
6. Develop in consultation with the City an affordable
housing policy for the Foothill Plan which takes
into consideration location and physical features
which may affect housing costs. Such policy would
require the definition of holding capacity based on
subarea planned ,ervice capacity, environmental
constraints, and surrounding land use
characteristics. This should be done through the
development of a specific plan or other similar
document, such as a planned urban development plan.
il`tii 44
CC- G
•
•
Resolution No.
Page 3
•
7. The Plan should contain language which assures that
the City will be consulted during the review of any�,,i,,,.:.'
_ development plans. The County shall orw�rd ,h
l material on development plans, subdivision, or r o ar `
r'4 types of development proposed, at the earliest
' possible date in order to provide sufficient time
for city comment and consideration of those comments
by the San Bernardino County staff. Planning
Commission and Board of Supervisors..,,
d. Prior to approval of any A4W developmenv.'a public
facility and finance plan should be prepared which
identifies service needs, financing, construction
and maintenance of public facilities such as fire
and law enforcement facilities, schools, parks and
trails, libraries, community buildings, sewer and
water, and other infrastructure needs not
necessarily provided by private development.
9. Prior to approval of any ma-ju developmen'b
governmental service district and /or development fee
• shall have been established which can assure 9or the ,-
development, maintenance, and operation, of certain
community services such as parks and trails,
maintenance of street landscaping, and community
buildings. Annexation into the service district
shall be required of any future development within
the planning area.
10. Prior to development in the following residential
areas, a specific plan or other similar document
such as a planned urban development plan should be
completed:
a. North of Highland Avenue between Milliken Avenue
and Day Creek Boulevard;
b. East of the Day Creek recharge basin and north
of the Etiwanda area extending into Day Creek
Canyon;
c. North of Etiwanda extending between the mouth of
East Etiwanda Canyon and San Sevaine Canyon;
d. East of Area 3, extending to Devore Freeway, p
'Afi'i�: Q'•.o_.N
xC:� v1U•LI` , � �k{tt'LEy . K G �! rr�t U_ /
Resolution No.
Page 4
PASSED, APPROVED, and ADOPTED this 21st day of September, 1983.
AYES:
NOES
ABSENT:
ATTEST:
Lauren M. Wasserman, City Clerk
kep
IF/
Jon D. Mi a s, Mayor
E
•
•
CITY OF RANCHO CUCAMONGA
STAFF REPORT
DATE: September 21, 1983 1977
TO: City Manager and City Council
FROM: Robert A. Rizzo
Administrative Analyst
SUBJECT: Cable Television
As you are aware, a moratorium has been placed on granting Cable Television
(CATV) licenses /franchises within the City of Rancho Cucamonga. The purpose
of t:is was to allow the City an opportunity to develop a plan of action in
establishing a CATV ordinance, which would provide the framework for meeting
the CATV needs of the entire community.
In developing a strategy for a CAN ordinance and subsequent granting of a
license /franchise to operate a CATV system in Rancho Cucamonga, the following
• four steps would be suggested:
1. Community CATV needs assessment establishing the current and future
CATV needs throughout the City (i.e., governmental, educational,
health -care, etc.).
2. Drafting and adopting a comprehensive CATV ordinance addressing the
present and future needs of the entire community.
3. Preparing a "Request for Proposal" (RFP) to provide CATV service in
all of the non - cabled areas, including future developed areas as
well; and issuing the RFP to interested CAN companies.
4. Evaluation of proposals and eventual granting of non- exclusive
license /franchise to successful CATV company /ies.
This entire process generally requires approximately nine to twelve months,
with installation of the system taking one to two years. The
licnnsn /Cranchise is usually valid for a period of fifteen years to allow for
amortization of the CATV Company's capital investment. In most cases, CATV
agreements have provisions for terminating a license /franchise early for non -
performance; however, the practical experience of mnniclpalities is that early
termination is virtually impossible; also, even the reawarding a CATV
lioense /franchise after the fifteen year period is extremely difficult in
light of recent court cases (i.e., Boulder Decision, pending Senate Bill 66).
With this sort of circumstances racing us, we need to take the necessary steps
to proceed with the process dillberately and avoid the problems other
y�.
City Manager A City Council
Re: Cable Television
September 21, 1983 •
Page 2
municipalities have encountered in granting CAN licenaea /franchises.
Additionally, this is especially true for Rancho Cucamonga in that we already
have some CATV companies operating in the City. In order to avoid the
numerous potential pitfalls, it would be staff's suggestion to utilize a
consultant at no cost to the City. It is a CATV Industry practice for a City
to hire a CATV consultant and recover the cost from a fee that is submitted
with the bid (RFP) by each CATV Company submitting a proposal (generally, a
$5,000 to $7,500 is required from each bidder, and the difference in
consultant fees is covered by the successful CATV company /les). In the event
no CAN company wishes to bid, then the City has the option to negotiate with
an interested company who would cover the cost of the consultant.
A Request, for Proposal (RFP) has been developed for consulting services and is
attached for the City Council's consideration.
Lastly, the City Council may wish to consider appointing a one or two member
Council Subcommittee to work with staff on recommending the selection or a
CATV consultant, providing leadership during the community needs assessment
period, and providing a recommendation on the CATV Company /ies who will be
awarded a license /franchise.
RECOMMENDATION:
1. City Council approve the concept of utilizing the technical expertise of a •
CATV consultant.
2. City Council approve the Request for Proposal (RFP) for a CATV consultant
and authorize staff to advertise for proposals.
3. City Council consider the appointment of a CATV Subcommittee.
RAR:baa
attach.
C
11
r,
L
REQUEST FOR PROPOSAL
for
CATV COMMUNICATIONS CONSULTING SERVICES
for the
• CITY OF RANCHO CUCAMONGA
0
-2-
•
The City. of Rancho Cucamonga is, requesting proposals from CATV consultants for
services needed to plan and implement a comprehensive CATV system in Rancho
Cucamonga.
Rancho Cucamonga is a newly incorporated City (November 1977) of approximately
thirty -three square miles in the County of San Bernardino, California. Currently,
intermittent (various service areas) CATV service is being provided by four CATV
companies operating under a County Code adopted by reference in March 1978. The City
is interested in developing its own CATV ordinance which would provide the framework
for CATV service to be available to the non - cabled portions of the existing
approximately 17,000 residential units (about 24% of which are cabled). Moreover, the
City is anticipating tremendous growth in the next five to fifteen years with
approximately 35,300 additional residential units being constructed. Included in this is
approximately 16,000 units in two approved planned communities, Terra Vista and
Victoria. The City Council wishes to ensure a "State of the Art" CATV system will be
available for the present and future residents of Rancho Cucamonga.
Proposals must address the following areas in addition to any other areas deemed
appropriate by the consultant.
1. Planning and Organizing
•
A. Needs Assessment
The consultant will be responsible for identifying the needs of the
community using Input from city staff, schools, and other appropriate public
institutions and community groups.
The needs assessment is not intended to be a lengthy process, but rather an
overview survey of basic community requirements. The consultant will be
expected to attend various community meetings and any City Council
ieetings where CATV is on the agenda.
B. Public Policy Issues for Approval by City Council
A list is to he developed for presentation to the Council outlining major
policy issues that should be considered by the City Council prior to
developing the standards for a franchise. These may include:
- Municipal uses, present and future
- Services to schools and other institutions
- Emergency alert capabilities
- Appropriate technical standards
•
- Subscription rates
05
Ll
-3-
- Impacts of government deregulation
- Use of satellites and their impact on cable marketing
- Two way capability applications within Chino (shopping,
banking, security, medical alert, etc.)
- Other relevant issues
C. Plan for Providing CATV Service to Rancho Cucamonga
A Plan must be developed and analyzed, showing how cable service can best
be provided to the community. The Plan must address the potential for
interaction among the various CATV systems in the City.
2. Selection of a Franchise
A. Evaluation and Recommendation
The consultant shall evaluate all proposals nod submit to the City of Rancho
40 Cucamonga an analysis with a recommendation for award of the
franchise /license, and assist in the final selection and any negotiations
pertaining to the selection.
13. Agreement
The consultant shall prepare an agreement between the City of Rancho
Cucamonga and the franchise /license and any related documents.
3. Implementation
The consultant shall, on behalf of the City of Rancho Cucamonga, coordinate the
implementation of the CATV system until it is substantially completed and
problem -free. The purpose of this is to provide continuity throughout the entire
process and to assure the effective implementation of cable service to the
community.
Instructions for Submitting Proposals
Props,,!, must be received by 3:00 p.m. on October 28, 1983 for consideration and
are to be submitted to:
Robert A. Rizzo
Administrative Analyst
9320-C Base Line Road
P. O. Box 807
Rancho Cucamonga, California 91730
All questions should also be directed to 5[r. Rizzo at (713) 989 -1851, ext. 205.
-4-
•
Proposals-will be evaluated and interviews may be held at the option of the City.
Proposals shall be valid for a period of at least 90 days. Five copies of the proposal must
be submitted. The City reserves the right to reject any or all proposals, to waive minor
defects or technicalities, or to advertise for new proposals on the same project or on a
modified project as deemed to be in the best interest of the City.
5. Minimum Qualifications of Consultants
- The consultant must have successfully developed a CATV Communications
Ordinance for a California Municipality.
- The consultant most have successfully prepared a Request for Proposal for
implementation of a CATV Communications System currently operating in a
California Municipality.
- The consultant and his employees must have no financial or other interest in any
CATV Companv, or which would in any manner conflict with the work to be
provided for the City.
The contract will be awarded to the most responsive consultant whose proposal is most •
advantageous to the City of Rancho Cucamonga, all factors considered.
RAR;baa (9 -88)
•
F;7
I
\J
BACKGROUND: The City Council, at its meeting of September 1, 1983,
approved selection of the consultant firms for the Housing Mortgage Bond
team, subject to execution of agreements with each firm. The firms
include Stone and Youngberg, Bond Underwriter; Jones, Hall, Hill, and
White, Bond Counsel; Empire Economics, Feasibility Consultant; and,
Fieldman, Rolapp, 6 Associates, Financial Advisor. These firms served
as staff on the preparation of the previous Housing Mortgage Bond
issue. Their selection has been based upon their proven experience,
expertise, fee structure and job performance on our previous issue.
Work under this particular bond issue will involve considerably more
effort because of both the size of the issue and the number of
developers involved. Our experience last year has shown that the
consultant team worked well with the City staff, the Redevelopment
Agency, and the developers to successfully complete a S36 Million
Housing Mortgage Bond issue and is very capable in handling this issue.
The agreements which are enclosed with this staff report are identical
to the previous agreements. Briefly, they are recapped as follows:
Stone and Youngberg (Bond Underwriter) - The agreement is for the firm
and Stone and Youngberg to serve as managing underwriter for the City to
handle the structuring of the financing and marketing of the bonds and
other provisions which may relate to an underwriter. The final fee is
subject to negotiation and entering into agreement with the City prior
to the sale of Mortgage Revenue bonds.
Jones Hall, Hill and White (Bond Counsel - The bond counsel will
preparo the specializes -e oocumentsassoci ate with the Bond issue. The
Bond Counsel will attend meetings, participate in selection of financing
methods, review the Official Statement and provide consultation over the
lending period. Compensation is based upon same level of fees for legal
services rendered with respect to the previous program.
CITY OF RANCHO CUCAMONGA
STAFF REPORT
Q�r_,ggM0'V r
�
I
�I Vro, RX
~ `
>
DATE:
September 21, 1983
�- 1977
TO:
Members of the City Council and City Manager
FROM:
Jack Lam, Community Development Director
BY:
Tim J. Beedle, Senior Planner
SUBJECT:
APPROVAL OF AGREEMENTS FOR CONSULTANTS ON HOUSING
REVENUE
MORTGAG
BOND
BACKGROUND: The City Council, at its meeting of September 1, 1983,
approved selection of the consultant firms for the Housing Mortgage Bond
team, subject to execution of agreements with each firm. The firms
include Stone and Youngberg, Bond Underwriter; Jones, Hall, Hill, and
White, Bond Counsel; Empire Economics, Feasibility Consultant; and,
Fieldman, Rolapp, 6 Associates, Financial Advisor. These firms served
as staff on the preparation of the previous Housing Mortgage Bond
issue. Their selection has been based upon their proven experience,
expertise, fee structure and job performance on our previous issue.
Work under this particular bond issue will involve considerably more
effort because of both the size of the issue and the number of
developers involved. Our experience last year has shown that the
consultant team worked well with the City staff, the Redevelopment
Agency, and the developers to successfully complete a S36 Million
Housing Mortgage Bond issue and is very capable in handling this issue.
The agreements which are enclosed with this staff report are identical
to the previous agreements. Briefly, they are recapped as follows:
Stone and Youngberg (Bond Underwriter) - The agreement is for the firm
and Stone and Youngberg to serve as managing underwriter for the City to
handle the structuring of the financing and marketing of the bonds and
other provisions which may relate to an underwriter. The final fee is
subject to negotiation and entering into agreement with the City prior
to the sale of Mortgage Revenue bonds.
Jones Hall, Hill and White (Bond Counsel - The bond counsel will
preparo the specializes -e oocumentsassoci ate with the Bond issue. The
Bond Counsel will attend meetings, participate in selection of financing
methods, review the Official Statement and provide consultation over the
lending period. Compensation is based upon same level of fees for legal
services rendered with respect to the previous program.
Consultant Agreements
Housing Mortgage Revenue Bond
September 21, 1983
Page 2
NEmpire Economics (Feasibility Consultant) - Its task will be to perform
Market Demand Study. Neither the income study nor the home purchase
price will be necessary unless timing of this issue is significantly
different than the annual update performed on the previous issue at the
first of the year. Total fee will be paid from reservation deposits
already received.
fieldman, Rolapp & Associates (Financial Advisor) - The consultant
services will be advise the City and the staff including the underwriter
and bond counsel on the bond financing, timing and terms of the bond
structure. As in the past, the expertise of the consultant is useful in
assuring that the City is able to achieve the test possible deal in
completing the bond issue. The fee structure is identical to the
previous issue of the ceiling fee. Costs will be paid from the program
deposit agreement already received.
RECOMMENDATION: It is recommended that the City Council approve the
Agreements and authorize execution by the Mayor.
Revectf711 submitted,
Jack Lam, AICP '
Community Development Director
JL:TJ3:jr
Attachment: Agreements
11
•
•
STONE &, YOUNGBERG
• MEMBERS PACIFIC STOCK EMCHANGE
September 9, 1983
City of Rancho Cucamonga
9320 (Suite C)
P. 0. Box 307
Rancho Cucamonga, CA 91730
Attention: Hr. Tin Beedle, Senior Planner:
Honorable Council Herlbers:
This letter will serve as an agreement between the City of Rancho Cucamonga
and Stone & Youngberg to serve as 11anaging Underwriter to the City until the
parties enter into an actual Purchase Contract regarding the negotiated sale
of single family Mortgage Revenue Bonds to be issued by the City (the "Bonds "),
You have inforned us that the City intends to issue the Bonds and provide
funds for mortgages on residences and projects to be built by various
developers and for this purpose requires the services of a Managing
Underwriter to structure the financing and to enter into a Purchase Contract
• with the City to purchase the Bonds through a negotiated price that is
agreeable to both parties. It is understood that the Managing Underwriter
will take primary responsibility for structuring and marketing the financing
but at all tires will maintain a close relationship and dialogue with the City
staff and the City's finmuial advisor, Fieldman, Rolapp & Associates.
As Itanaging Underwriter, we will use our utmost efforts to raise funds at the
most reasonable rates attainable in the 'market under then existing
conditions. In amplification of the understanding between the City and the
Managing Underwriter, Stone & Youngberg agrees to undertake the below listed
services and functions.
A. Structuring the Financings:
1. As 1lanaging Underwriter to the City, Stone & Youngberg will work with
your staff in designing the scope of an economic feasibility study
addressing the marketability of the projects and their projected cash
flow. Stone & Youngberg will also assist the City in the review and
application of the study's results.
2. Stone & Youngberg will work with the City's bond counsel in
recommending specific terr.is and conditions affecting the basic
security of the Bonds.
3. Stone & Youngberg will assist the City in selecting a major banking
firm to serve as trustee for the mortgage lending programs. We will
assist bond counsel in preparing a list of services required of the
trustee,
ONE CALIFORNIA STREET SUITE 2800 - SAN FRANCISCO CALIFORNIA 94111 , 14151 gal 1314
City of Rancho Cucamonga
Septenber 9, 1983 •
Page 2
4, stone 2 Youngberg will assist the City and developers in selecting
qualified mortgage lenders to originate and service the mortgage
loans. Stone & Youngberg will assist the City define the rules and
regulations to be adopted by the City that prescribe standards by
which mortgages are purchased and serviced.
5. Stone & Youngberg will prepare detailed mortgage originating and
servicing guides that define specific procedures for selecting
eligibile mortgages and mortgagors and sets forth reporting
requirements for the servicing of such loans.
S. Stone & Youngberg will direct a cash flow analysis that evaluates the
revenue derived from the mortgage loans, including prepayments and
penalties, and determines the optimum maturity structure h -aeti on
market conditions and security provisions and recommends an
investment program to maximize yield on investable funds.
7. Stone & Youngberg will prepare the text of a bond prospectus for sale
of the securities. Such prospectus will include a description of the
bonds and their security, the parties to the agreements, the project,
the iortgage lending program, and pertinent financial and economic
data. In preparation of such prospectus we will exercise due •
diligences in the ascertainment of all material facts and
circuastances regarding the project and in their disclosure in the
prospectus.
B. Store & Youngberg will contact one or more rating agencies and
provide them with sufficient information to obtain a rating on the
bonds prior to their sale.
9. Stone & Youngberg will represent the City at any necessary
information meeting or nectings. (Depending upon the results of the
feasibility study and /or the status of the municipal bond market,
su(.'n meetings may or nay not be necessary.)
1larketinq the Bonds:
1. The Uanaging Underwriter will use its best efforts to accomplish the
formal marketing of the Bonds which should be accomplished at the
earliest dates possible consistent with sound investment banking and
underwriting principles. It is intended that, once purchased by
Stone & Youngberg, the Bonds will be re- offered to the public on the
'iasis of an immediate "bona fide public offering Stone & Youngberg
nay forn a group of investment banking firms for the purpose of
underwriting and selling the Bonds.
2. At the designated tine for re -sates of the Bonds, Stone & Youngberg
will submit an offer to the City to purchase the Bonds, subject to •
pertinent resolutions, the Official Statenent, a minimum rating of
City of Rancho Cucamonga
• September 9, 1983
Page 3
investment grade (Bea or BBB) by either Moody's Investors Service
and /or Standard & Poor's Corporation, and all other necessary
documents, approvals, and proceedings governing such Bonds having
been determined by bond counsel, the City, and the Managing
Underwriter to be satisfactory in all respects for financing purposes.
Ft least one day prior to the submission of any such formal offer to
tile City for the purchase of the Bonds, Stone & Youngberg will
indicate to the City the interest rate or rates, the purchase price
from the City, and public offering price of the Bonds which we then
estimate will be included in such offer. If after negotiations in
goad faith, the City and Stone & Youngberg fail to agree upon
specific terns for the sale of the bonds, the City may then proceed
to sell the bonds to others.
C. General Provisions Relating to the City and the Managing Underwriter:
1. TCe City agrees to make available to Stone & Youngberg without cost
sufficient copies of the economic and other reports, agreements,
contracts, resolutions, Preliminary and Final Official Statements,
and other relevant documents pertaining to the projects, the City, or
• the bonds as reasonably may be required from tine to tine for the
prcmpt and efficient performance by Stone & Youngberg of their
obligations hereunder.
2. Stone ; Youngberg shall pay its own out -of- pocket and other expenses,
the cost of Blue Sky and Investment Memoranda used by the
Undnruriters and all advertising expenses in connection with the
public offering of the Bonds.
3, The City shall pay from the proceeds of the Bonds or other funds of
the City all costs and expenses customarily paid therefrom, including
the cost of printing the bonds, Official Statements and other
documents, the fees and expenses of its legal counsel, special tax
counsel, financial consultants, accountants, rating services, and of
any other experts retained by the City in connection with the
4larcing.
4, t is expressly understood and agreed, and the City hereby recognizes
that in performing its activities pursuant to this negotiated sale
that Store & Youngberg is acting solely on its own behalf as the
prospective manager of an underwriting group which plans to submit to
the City a proposal to purchase the Bonds for resale, However,
nothing herein shall prevent the Managing Underwriter to be
considered as a financial advisor to the City, or to the City's
Redevelopment Agency on other financing plans mutually agreeable to
both parties.
5. This agreement shall extend to the date of sale of the Bonds as
contemplated herein, when the formal bond Purchase Contract is
entered into by the parties.
City of Rancho Cucamonga
September 9, 1983
Page 4
The City nay terminate this agreement at any tine on or after the
last day of December, 1984, following receipt by the Managing
Underwriter of written notification from the City.
Upon termination of this agreement, the City shall be under no
further obligation to the Managing Underwriter hereunder, except that
the City is obligated to pay to the Managing Underwriter any expenses
incurred on behalf of the City pursuant to Paragraph C(3) of this
agreement should the City not sell the bonds to the Managing
Underwriter ors behalf of the Underwriters pursuant to Section B of
this agreement.
D. Scheduling
It is mutually understood and agreed that all parties will take
whatever action is deemed reasonable to consurnnate the financing in
the shortest period of tire consistent with the State's Mortgage Bond
Allocation Committee sched,-le and sound investment banking principles.
E. Key Person Designation
•
It is understood and agreed that the principal individual on behalf of •
Stone L Youngberg with primary responsibility for the City's financing will be
Scott C. Sellers, partner. Principal support will be provided by Marren E.
hiller.
Upon your acceptance set forth below, this letter will constitute an
agreement between the City and the undersigned. �s
STONC & YOUNGBERG
by
Accepted this day of , 1983
CITY OF RA:;C1iD77— A11ONGA
By
J
•
September 12, 1933
Mr. Lauren 'Wasserman
City Manager
City o[ Ranc.'.o ICucam�
9320 Baseline Road
Rancho Cucamonga, CA
Re: Market Demand
196a Mortgage
719 :AUS , 9,i4-
%d —A. 410io 92373
;).P.?t —: (714) 793 -8245
>nga
91730
and Income Studies for Rancho Cucamonga's
Revenue Bond Issue
Dear Mr. 'Wasserman:
• T'r.is letter will serve as a proposal, and upon execution, an
.Agreement for the Market Demand and Income Studies for Rancho
:camcnga's 1984 Mortgage Revenue Bond Issue. Accordingly,
Agreement will provide you with a description of the research
that will be conducted, along with the performance schedule and
financial considerations for the studies.
Background
Empire Economics specializes in performing market demand studies
for residential, commercial and industrial projects located
throughout the Southern California region, in general, and San
Bernardino- Riverside counties, in particular. Recently, we
conducted market demand studies for mortgage revenue bond issues
for ;..n Bernardino County, Riverside County, Ontario and
Montclair, as well as market demand studies for improvement bonds
for the eiti.s of Ontario and Corona.
Description of Economic Research
The primary objective of the Market Demand and Income Studies is
to determine the optimal portfolio of projects for the Rancho
Cucamonga Mortgage Revenue Bond Program, to ensure its success.
This will be accomplished through a professional and
comprehensive analysis of all of the relevant factors, including:
)� y
Mr. Lauren 'Wasserman
September 12, 1983
Page Two
* Recent demograpbie, economic and housing market trends
in the Rancho Cucamonga market area.
•
The amount of housing demand in the Rancho Cucamonga
market area over the 1963 -86 period will be forecasted
through a consideration of the expected growth of the
economic bases in the market area, including industry
and governmental establishments, as well as spillover
from Los Angeles County,
Projects that are presently on the market as well as
those that are expected to enter the market in the near
future will be surveyed, in order to determine their
ccmpeti tiveness, especially in terms of the financing
that they offer. Special consideration will be ig ver.
to those projects that were in San Bernardino County's.
Coca r;.o's and MOntClair'a 198? mortgage revenue bond
issues.
•
• Based upon the market demand and supply conditions in •
the Rancho Cucamonga market area, along with the
characteristics of the candidate projects, the optimal
portfolio of projects for the Rancho Cucamonga mortgage
revenue bond program will be determined.
* The maximum income limits of purchasers in the program
will be determined through a consideration of the
income levels of California and San Bernardi,::
Riverside households, based upon 1980 Census Data.
These will be updated to 1983, and then forecasted for
the 1984 -85 period.
Therefore, the Market Demand and Income Studies will perform a
comprebensive analysis of all of the related economic and housing
market conditions that will affect the success of the Rancho
Cucamonga's 1984 Mortgage Revenue Bond Issue.
Performance Schedule and Financial Considerations
The r- <earch for the Market Demand and Income Studies is expected
to ^_ommence io mid - October 1983 and be completed within six weeks
thereafter, in late November, 1983. Progress reports will be
provided upon request, if so desired.
L
,, S
. Mr. Lauren 'Wasserman
September 12, 1983
Page Three
The payment of the fee will be as follows: 500 upon commencement
of the study and the balance within 15 days after the delivery of
the study. Any additional consulting services will be billed
separately.
Time Financial
Study Requirements Considerations
Market Demand °_tcdy 4 -6 weeks $7,000
TOTAL 4 -6 weeks $7,000
In closing, we would like to mention that our recent experience
• in conducting the Market Demand, Income and Price Studies for
Rancho Cucamonga, San Bernardino County, Ontario and Montclair
has provided us with a strong background on the housing market
conditions in the west Valley region of the county, in general,
and Rancho Cucamonga, in particular. Accordingly, we feel that
'pis knowledge could be beneficial in assisting you in
determining the optimal project portfolio for the Rancho
Cucamonga's 1984 Mortgage Revenue Bond Issue.
Sincerely
.y ,e ph T:janczyk, Ph.D.
Eclo ^
nomic . onzul: ant
JTJ:re
APPROVED: APPROVED:
v � 1
City of Rancho Cucamonga Date oseph Janczyk Date
Mr. '-.ren Wasserman
• Fieldman, Rolapp & Associates
MUNICIPAL FINANCIAL CONSULTANTS
September 9, 1983 _
7F-
Honorable ?tiyor and City Council V1 `'_
City of Rancho Cucamonga 71� i�lil)li)1 dp %I%= I�IY1�I(i
Cc;x ity Development Departent ,
Rost Office W.x 807
Rancho Cucamonga, California 91730
Re; Financial Consultant Services
City of Rancho Cucamonga
mortgage Revenue Bond Financing
Genticasn:
• '1:7is 1 ^tter proposal is submitted in accordance with a request from
:r',ir C -= nity Developmant Department. The proposal is Concerned with
`.urn ishinq financial consultant services to be performed in conjunction
with tho contemplated mortgage revenue financing (Project) as contrnplated
by the City of Rancho Cucamonga pursuant to the provisions of A.D. 1355.
t'w understand that our responsibilities under this proposal will be
as follows:
"Consultation with the underwriter, bond counsel and others as
necessary, concerning bond financing, timing, terms, and their
structure including the review and comment. on:
- structure of the plan of financing;
- Developer agrcc nts and commitment fee schedule;
- Nortgaging sale and servicina agree uts;
- Draft of prolimirarj official statement;
- Feasibility study; and
- Other financing docmrnts necessary to establish terms of
the bond issue."
2081 Business Center Drive, Suite 209 • Irvine, California 92715 • (714) 752.2781
/: 7
0
Honorable Mayor and City Council
City of Rancho Cucamonga
Con;anmity Development Department
September 9, 1983
Paye Two
Toe fo-lowing are the services we will provide:
Scope of Abrk
A. General
Assist in providing financial consultant services in con-
nection with any and all financing requirements as they
pertain to the proposed Project. In this connection, we will
make available to you the research, statistical and consultant
staff of the Fieldman, Rolapp and Associates organization to
such extent as may be necessary and helpful. Mr. William L.
Fieldman, President of Fieldman, Rolapp and Associates, will
be in overall charge of our effort.
B. s�eci£ic Services
1) Selection of Participants in Project. At City's •
request, we will assist Ln the selection of rums who will be
required to perform other professional services in conjunction
with the Project. 'these firms include, but are not limited
to: a qualified band underwriter whose reputation, financial
strength, and experiexxe will best serve the interest of the
City and the Project, bond counsel, lenders, trustees, and
feasibility consultants.
2) Review of Documents. Review of the financial
aspects of all doc5mnts pertaining to the Project. This
includes review and anent on developer agreements, cart -
mibmnt fee schedules, mortgaging sale and servicing agree-
ments, and marketing feasibility studies.
3) Munici 1 Bond Market. Furnish the City with infor-
mation concer'i gg the then current municipal bond market
conditions arid make recanmardations as to the technical.
details of the financing, including maturity schedules, funds,
covenants, prior redemption schedules, and other detail. which
will, in our opinion, make the proposed financing most accept-
able to the designated underwriter; and, therefore, marketable
at the lowest possible interest rate.
•
/dL
Municipal Financial Consultants
E
Honorable Mayor and City Council
City of Pancho Cucamonga
Cor, v 'ty Development Departne t
Septerber 9, 1983
Page Three
4) Ntiated Sale. Assist the City in negotiating the
sale of the contenplated bonds to the underwriter selected
pursuant to 1.B.1), above. In this connection, we will review
and cement and advise the City on coupon rates, the Cord
discount, and the underwriter's gross profit in an effort to
assure a satisfactory net effective interest rate.
5) Official Statement. Assist the City in the review
of the Official Statement prepared by the underwriter. If a
due diligence meeting is held, we will participate in such due
diligence meeting and assist you in the exan nation of per-
tinent financial data.
6) Consultation/Advice. Attend any meetings concerning
the Project when deened necessary, and, in addition, will be
available for consultation and advice untii such tine as the
• bonds issued to finance the Project have been sold. These
metings include, but are not limited to, work sessions and
sorunars and conferences with other professional consultants
associated with the Project, prospective developers, and
lenders.
7) Negotiations with State of California. Assist in
negotiations with appropriate State of California agencies and
officials concerning the certification of the Project.
8) Project Negotiations. Assist in negotiations with
developers, lenders, and others concerned with the Project.
9) Project Criteria. Assist in developing Project
criteria in accordance with the City's housing elenent plan.
10) Critical Path. Assist in the development of the
critical path of events.
11) Attendance at Bond Closin . We will eorpute closing
figures, including accrued interest and assist in coordinating
the events of the closing,
2. Fees
Fees for services rendered hereunder shall be at our current dourly
rates as shown on the attached schedule; provided, however, that fees
based on this rate schedule shall not exceed $45,000.
11
Mnn)cipal Finns, ial Cnnc�;1[hnls
Honorable Mayor and City Council
City of Poncho Cucamnga
Comwnity Developnent Department
September 9, 1983
Page Four
It is understood and agreed that no services will be
3. Emenses
Sue will pay our own out-of- pocket expenses; Provided, however, that
if travel outside of Southern Califonui= is necessary in the furtherance
of the Project and such travel is authorized by the City, the City will
reimburse us for all costs of such travel and expenses incident thereto,
including lodging and subsistence.
4. Pa}'ment
Fees and reimbursement of expenses shall be due and payable ronthly.
5. Tern. •
The City may terminate this agreement by giving written notice
thereof to Consultant, provided that the City shall be obliged to Pay us
for all work perforned and all direct costs incurred prior to receipt of
notice of to . tion by us.
It is expressly understood that this agreement does not intend to
and is not under any circwnstances to be construed as requiring us to
perform any services which constitute the practice of law; we are
employed in an expert financial advisory capacity only.
If the foregoing proposal is satisfactory to You, please take
appropriate action to authorize its acceptance by signing and returning
the duplicate copy hereof.
W[F: rs
Attach mnt
Respectfully submitted,
FIIILMS4, 17JIAPP // P .
110
Municipal Financiol Consullonls
0
•
Honorable Mayor and City Council
City of Ranc,ro Cucmmga
Co,,nity Developmnt Departnent
September 9, 1983
Pave Five
Executed on behalf of the CITY OF RANCHO CLCAMCNGA this
day of , 1983.
PAN r,eye y—WwCam
BY
Jon D. Mikels, Mayor
ATTEST:
Lauren M. Wasserman, City Manager
ll/
M�:nir:��c,l Fln�ic_:,al c'n•, -.,iil �nl;
Fieldman, R -.lapp & Associates •
MUNICIPAL FINANCIAL CONSULTANTS
SCHOXIIE OF RATM
EFF9=TVE JANUARY 1, 1983
Prircinal Consultants of Fim $85.00 per hour
Technical Assistants
$40.00 per hour
E
n
8081 Business Center Drive, Suite 203 • Irvine, California 92715 • (714) 752.2781
A-G R E E M E N T
FOR SPECIAL LEGAL SERVICES
HOME MORTGAGE FINANCING PROGRAM
SINGLE FAMILY HOME MORTGAGES
(AB 1355)
THIS AGREEMENT, entered into this 21st day of September, 1983, by and
between the CITY GF RANCHO CUCAMONGA, a muncipal corporation (the "City ") and ,ZONES
HALL H:LL & WHITE, A Professional Law Corporation, San Francisco, California
( "Attorneys ").
W I T N E S 5 E T H:
WHEREAS, the City is undertaking a home mortgage financing program (the
"Program ") within the City and proposes to finance the costs thereof by a Single
Family Home Mortgage Revenue Bond proceeding under Chapters 1 -5 (commencing with
• Section 52000) of Part 5 of Division 31 of the Health and Safety Code of the State
of California (herein called "AB 1355 ");
WHEREAS, Attorneys are experienced in municipal and municipal bond law and
in the conduct of proceedings for accomplishing such a Program and conducting
financing proceedings therefor under AB 1355; and
WHEREAS, the public interest, economy and general welfare will be served by
this Agreement;
NOW, THEREFORE, IT IS AGREED, as follows:
1. Description of Legal Services. The legal services that the Attorneys
shall provide are as follows:
(a) Confer and consult with the administrative staff of the City and
with its consultants and underwriters as to any matters relating to the financing.
(b) Participate in the selection of financing methods through
discussion and consultation with the City and its consultants and underwriters.
(c) Attend such meetings of the City and any administrative meetings
or committee meetings at which any financing proceedings are to be discussed for
the proper planning of the proceedings.
113
(d) Prepare all ordinances, resolutions, indentures, notices, leases
and legal documents necessary for the proper conduct of proceedings for the puroose
of financing the Program or parts thereof. •
(e) Review any o"icial statement prepared by the City's underwriters.
(f) Prepare and provide a receipt for the sale of the securities, a
receipt for a e proceeds thereof, a s'gnature ane no- iitigav on certificate and any
and all other closing doc.r.ents required to accompany the delivery of the
securities.
(g) Assemble an, provide a complete transcript -,f conduct o` the
financial proceedings necessary to accompany the delivery of the securities.
(h) Subject to completion of proceedings to Attorneys satisfaction,
provide the legal opinion of Jones Hall Hill & White. A Professional Law
Corporation, approving in all regards the legality of all proceedings for the
authorization, issuance, sale and delivery of the securities, or other transactions
relating to the financing, and the exemption of interest from Federal and State
personal income taxation in accordance with applicable regulations.
(i) Confer and consult with the City officials with regard to problems
which may arise during the period of servicing and payment of the securities.
(j) Apply for and obtain any rulings from the Internal Revenue Service
regarding the tax-exempt status of the interest on the securities, if necessary.
(k) Provide any other services commonly expected of bond counsel and •
not set forth above.
2. Responsibility for the Program. The direct responsibility for the
Program will be undertaken by Andrew C. Hall with tax assistance from Sharon
Stanton White.
3. Comoe.n.sation. Fees for legal services rendered with respect to the
Program shall be as follows:
1/20 of the fir >, 55,000,000 of securities sold, plus 1/4% of the next
515,000,000 of securities sold, plus VIM of any amount of securities sold over
$20,000,000, but in no event to exceed an aggregate amount of $120,000.
Said fees would be payable from the proceeds of the financing and not
otherwise.
In addition to the above, Attorneys shall be reimoursea (solely from the
proceeds of the financing) for costs advanced on behalf of the City, expenses for
travel outside of California, costs of special messenger and delivery services and
closing costs.
4. Excintions, The following services are excepted from the services to
be rendered for such percentage fees:
2 •
II u
a. Any computer services for verification of cash flow schedules
• relating to the Program.
b. Any services required in obtaining Federal, State or other
subventions or loans other than a sale and delivery of municipal securities to any
Federal or State agency.
For any such services wnich A,t :crneys are directed_ to render for anc on
behal` of the City, compensation shall be on a reasonable fee basis to be agreed
coon.
S. Scoo_e o! Eroloy-ant. IL is intended that this Agreement anoly only to
the first series of securities issued for the Program. The City is not ool igatea to
but neither is it precluded from employment of Attorneys to handle subsequent
series of securities,
It is understood that this Agreement may be terminated by either party on
reasonable notice to the other without liability to the City,
IN WITNESS WHEREOF, the parties hereto have caused these presents to be
executed by their respective officers and representatives thereunto duly
authorized, the day and year first above written.
CITY OF RANCHO CUCAMONGA
ATTEST:
•City Clerk By Mayor,
(S E A L)
JONES HALL HILL d WHITE,
A Professional Law Corporation
By �.�1�
Andrew C. Hall Jr.
n
U
7
CITY OF RANCHO CUCAMONGA
Charles J. Ragael 11 Javm C. Feral
. -. Richard M. Dahl Phillip D. So 1..r
N-7
CITIZEN'S APPLICATION TO SERVE ON ;$.CK iC- :1% /'!�' / / / /J= F
NAME I)9 - /:/ // e)rr'IV .1 C'
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CITIZEN -s APPLICATION To SIR DN Park Commission.
NAME ,a l • 3auers
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•
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MEMORANDUM ,
Date: September 15, 1983
�I
O
To: City Council and City Manager t
From: Bill Holley, Director, Community Services DBpartment 1 1977
;object: Red Hill Basin: purchase Options
W14
First Option: Accept $986,890 as the best price that can be negotiated
without political interplay.
How is that figure arrived at? It is the appraised value of the site, less
fhe value of the developed park.
The numbers look like this:
'In the Beginning...'
Total Appraised value: $1,693,000
Average appraisal value per acre: $35,785
Developed Park acreage: 7.95
Park value per appraisal: $706,000
After staff negotiation...'
Total negotiated value: $986,890
tingotiated value per acre: $20,860
Dollar reduction: $706,000
Percentage reduction from appraised to negotiated: 42%
if Council accepts the results of negotiation .., step one, that is,
establishinq a price ... we move to step two, ... establishing terms.
The best method would be to pay cash and avoid interest charges. That
however, would require deferring some budgeted projects to a latter time, such
as the Cucamonga Creek project, Arrow park, etc. it should be considered as a
possihility.
The next hest cash method is 10% interest on the financed principal paid over
ten years.
$ 986,890
- 200,000
786,890
f 78,689
865,579
10
$ 86,557
Total
Down
Financed Balance
101 Interest
Principal plus Interest
Yearn payoff
Per Year
page 2
9/15 / memo
to: CC 6 CM
from: B. Holley
re: Bed Hill Basin
This was the principal used and accepted in the Hermosa Groves project.
However, if the County would accept these terns, it would come as a surprise.
The standard financing method of annual interest or the unpaid balance look
like this:
$ 986,890 Total
-200,000 Down
786,890 Financed Balance
+432,367 10% Annual Interest over 10 years
1,219,257 Principal plus.Interest
10 years
$ 121,925 Per Year
Two other points
First, was have spoken above of 'cash ", but that can be thought of as "units of
value ". For instance, the County said they would accept currency other than
money to meet the agreed upon value ... later, property, service, etc. While
this is great in terms of flexibility, we don't really have a lot with which
to barter.
Second, the County staff said we would have to pay interest.
Second option: Political negotiations to further reduce price. Possible
items to seek:
1. value the entire piece as flood plan and pay cash new . $340,600; or
2. Accept the best staff position as outlined above, but have interest
charges waived.
The hest argument you have in the political arena is the County Surplus Land
Policy.
What is your direction?
BH /mw