HomeMy WebLinkAbout2021-058 - Resolution RESOLUTION NO. 2021-058
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO
CUCAMONGA, CALIFORNIA, DECLARING ITS INTENTION TO
PROVIDE FOR THE ANNUAL LEVY AND COLLECTION OF
ASSESSMENTS FOR FISCAL YEAR 2021/22 IN STREET LIGHTING
MAINTENANCE DISTRICT NOS. 1, 2, 3, 4, 5, 6, 7 AND 8, INCLUSIVE,
AND SETTING A TIME AND PLACE FOR A PUBLIC HEARING THEREON
WHEREAS, the City Council of the City of Rancho Cucamonga, California, has previously formed
certain maintenance districts and authorized the levy of assessments therein pursuant to the terms and
provisions of the "Landscaping and Lighting Act of 1972," being Division 15, Part 2 of the Streets and
Highways Code of the State of California (commencing with Section 22500) (the "1972 Act") in what are
known and designated as Street Lighting Maintenance District Nos. 1, 2, 3, 4, 5, 6, 7 and 8, inclusive (each
a "District" and collectively, the "Districts"); and
WHEREAS, this City Council has initiated proceedings to provide for the annual levy of
assessments for Fiscal Year 2021/22, to finance the costs and expenses necessary for continued
maintenance and servicing of improvements within each District; and
WHEREAS, at this time, there has been presented and approved by this City Council, a separate
report for each District identified by the distinctive designation of such District and entitled "Fiscal Year
2021/22 Annual Engineer's Report" (each, an "Annual Engineer's Report" and collectively, the "Annual
Engineer's Reports") as required pursuant to Article 4 of Chapter 1 of the 1972 Act, Article XIIID of the
Constitution of the State of California ("Article XIIID") and the Proposition 218 Omnibus Implementation
Act(Government Code Section 53750 and following)(the"Implementation Act")(the 1972 Act, Article XIIID
and the Implementation Act are referred to collectively as the "Assessment Law"), and this City Council
desires to conduct the proceedings to authorize the levy of the annual assessments within each District;
and
WHEREAS, the annual assessments for Fiscal Year 2021/22 proposed to be levied within each
District as set forth in the applicable Annual Levy Report do not exceed the annual assessments as
previously authorized to be levied within such District and, therefore, the proposed levy of assessments
for Fiscal Year 2021/22 within such District are not deemed to be"increased"over the maximum authorized
annual assessments.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, HEREBY
RESOLVES,
SECTION 1. Recitals. The above recitals are all true and correct.
SECTION 2. Improvements and Maintenance and Servicing Thereof. The public interest and
convenience requires the City Council, and it is the intention of this City Council, to undertake proceedings
for the annual levy and collection of assessments within each District for the continual maintenance and
servicing of the improvements authorized to be maintained and serviced within each such District.
The improvements include, but are not limited to, street lights, traffic signals and appurtenant
facilities related thereto. A description of the specific improvements to be acquired, maintained and
serviced within each District is set forth in Appendix A attached hereto and incorporated herein by this
reference.
The maintenance of the improvements includes the furnishing of services and materials for the
ordinary and usual maintenance, operation, and servicing of any improvement. Service includes the
furnishing of electric current or energy, gas, or other illuminating agent for any improvement.
Resolution No. 2021-058 — Page 1 of 4
Reference is made to the applicable Annual Engineer's Report for further information regarding the
improvements to be acquired, maintained and serviced for each District and the scope of such
maintenance and service.
SECTION 3. Annual Engineer's Reports. The Annual Engineer's Reports regarding the annual
levy for each District for Fiscal Year 2021/22 have been preliminarily approved and directed to be filed in
the Office the City Clerk. Reference is made to the applicable such report for each District for a full and
detailed description of the improvements to be maintained and serviced, the boundaries of such District
and any zones therein, and the proposed assessments upon assessable lots and parcels of land within
such District.
SECTION 4. Assessment. The public interest and convenience requires, and it is the intention
of this City Council to order, the annual levy of assessments for each District as set forth and described in
the applicable Annual Engineer's Report, and further it is determined to be in the best public interest and
convenience to levy and collect annual assessments to pay the costs and expenses of such maintenance
and service as estimated in such Annual Engineer's Report.
SECTION 5. Boundaries of Districts. The proposed maintenance and service work as
described in the Annual Engineer's Report for each District is, in the opinion of this City Council, of special
benefit to the properties within the boundaries of such District, and this City Council makes the costs and
expenses of such maintenance and service chargeable upon each such District, which District said City
Council hereby declares to be the District specially benefited by such maintenance and service, and to be
further assessed pursuant to the Assessment Law to pay the costs and expenses thereof. Each such
District shall include each and every parcel of land within the boundaries thereof; as such District is shown
on a map or maps as approved by this City Council and on file in the Office of the City Clerk, and so
designated by the name of such District.
SECTION 6. Public Hearing. Notice is hereby given that a public hearing will be held the 21st
day of July, 2021 at the hour of 7:00 p.m. or as soon thereafter as the matter may be heard, in the regular
meeting of the City Council, being in the Council Chambers located at 10500 Civic Center Drive, Rancho
Cucamonga, California, which is the time and place fixed by this City Council for the hearing of protests or
objections in reference to the annual levy of assessments, to the extent of the maintenance, by any
interested person and any other matters contained in this resolution. Any persons who wish to object to
the proceedings for the annual levy should file a written protest with the City Clerk prior to the time set and
scheduled for said public hearing.
SECTION 7. For Information Regarding Proceedings. For any and all information relating to
the proceedings, protest procedure, any documentation and/or information of a procedural or technical
nature, your attention is directed to the below listed person at the City:
Tamara Oatman
Finance Director
City of Rancho Cucamonga
10500 Civic Center Drive
Rancho Cucamonga, CA 91730
(909) 774-2430
SECTION 8. Notice. The City Clerk is hereby authorized and directed to publish, pursuant to
Government Code Section 6061, a copy of this Resolution in the Inland Valley Daily Bulletin, a newspaper
of general circulation within said City, said publication shall be made one time and not less than ten (10)
days before the date set for the Public Hearing.
Resolution No. 2021-058— Page 2 of 4
PASSED, APPROVED, and ADOPTED this 7th day of July 2021.
/ r .
ennis Michael, Mayor
ATTEST:
Anice C. Reynolds, City Clerk
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO ) ss
CITY OF RANCHO CUCAMONGA )
I, Janice C. Reynolds, City Clerk of the City of Rancho Cucamonga, do hereby certify that the
foregoing Resolution was duly passed, approved, and adopted by the City Council of the City of
Rancho Cucamonga, at a Regular Meeting of said Council held on the 7th day of July 2021.
AYES: Hutchison, Kennedy, Michael, Scott, Spagnolo
NOES: None
ABSENT: None
ABSTAINED: None
Executed this 8th day of July, 2021, at Rancho Cucamonga, California.
Janice C. Reynolds, City Clerk
Resolution No. 2021-058— Page 3 of 4
Appendix A
Descriptions of Improvements
This Appendix A contains general descriptions of the improvements to be maintained and serviced
within each of the Districts. Please refer to the Annual Engineer's Report for a full and complete description
of the maintenance and service to be provided for each District.
Street Lighting Maintenance District No. 1
The installation/maintenance of street lights and traffic signals on arterial streets that are throughout
the City.
Street Lighting Maintenance District No. 2
The installation/maintenance of street lights and traffic signals on local streets that are generally west
of Haven Avenue.
Street Lighting Maintenance District No. 3
The installation/maintenance of street lights and traffic signals located within the Victoria Planned
Community.
Street Lighting Maintenance District No. 4
The installation/maintenance of street lights and traffic signals located within the Terra Vista Planned
Community.
Street Lighting Maintenance District No. 5
The installation/maintenance of street lights and traffic signals located within the Caryn Planned
Community.
Street Liqhtinq Maintenance District No. 6
The installation/maintenance of street lights and traffic signals located on commercial and industrial
streets throughout the City but that are not within an existing local maintenance district. This area is
located generally south of Foothill Boulevard.
Street Lightinq Maintenance District No. 7
The installation/maintenance of street lights and traffic signals on local streets within this area of the City
is known as "North Etiwanda". This area is located generally east of Day Creek Channel and north of
Highland Avenue.
Street Lighting Maintenance District No. 8
The installation/maintenance of street lights and traffic signals on local streets within this area of the City
is known as "South Etiwanda". This area is located generally east of Etiwanda Avenue, north of Foothill
Boulevard and south of Highland Avenue.
Resolution No. 2021-058— Page 4 of 4
Preliminary Annual Engineer's Report
Fiscal Year 2021/22
City of Rancho Cucamonga
Street Lighting Maintenance District No. 1
(Arterials)
I
CITY OF RANCHO CUCAMONGA
STREET LIGHTING MAINTENANCE DISTRICT NO. 1
(ARTERIALS)
10500 Civic Center Drive
Rancho Cucamonga, CA 91730
Phone: 909.477.2700
Fax: 909.477.2849
CITY COUNCIL
L. Dennis Michael, Mayor
Lynne B. Kennedy, Mayor Pro Tern
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Sam Spagnolo, Council Member
CITY STAFF
John R. Gillison, City Manager
Lori E. Sassoon, Deputy City Manager/Administrative Services
Jason C. Welday, Director of Engineering Services/City Engineer
William Wittkopf, Public Works Director
Tamara L. Oatman, Finance Director
TABLE OF CONTENTS
ENGINEER'S LETTER 1
INTRODUCTION 3
Reason for Assessment 3
Process for Annual Assessment 3
PLANS AND SPECIFICATIONS 4
Description of the Boundaries of the District 4
Description of Improvements and Services 4
Map of Improvements 5
ESTIMATE OF COSTS 7
District Budget 7
Definitions of Budget Items g
METHOD OF ASSESSMENT 10
Overview 10
Special Benefit 11
General Benefit 11
Method of Assessment Spread 11
ASSESSMENT ROLL AND ANNEXATIONS 15
Assessment Roll 15
Annexations 15
ENGINEER'S LETTER
WHEREAS, on July 7, 2021, the City Council of Rancho Cucamonga (the "City"), under
the Landscaping and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No.
21-xxx, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Street
Lighting Maintenance District No. 1 (Arterial) (the"District"); and
WHEREAS, the Resolution Initiating Proceedings directed the City Engineer to prepare
and file an Annual Engineer's Report for Fiscal Year 2021/22 pursuant to the requirements of
the 1972 Act. The Annual Engineer's Report presents the plans and specifications describing
the general nature, location and extent of the improvements to be maintained, an estimate of
the costs of the maintenance, operations and servicing of the improvements for the District for
the referenced fiscal year, a diagram for the District, showing the area and properties proposed
to be assessed, and an assessment of the estimated costs of the maintenance, operations and
servicing of the improvements, assessing the net amount upon all assessable lots and/or
parcels within the District in proportion to the special benefit received; and
NOW THEREFORE, the following assessment is proposed to be authorized in order to
pay for the acquisition of street lights, the installation of Light Emitting Diode (LED) street
lighting, and estimated costs of maintenance, operation and servicing of the improvements to be
paid by the assessable real property within the boundaries of the District in proportion to the
special benefit received. The following table summarizes the proposed assessment.
Fiscal Year
2021/22 Budget
Expenditures
Personnel Services $ 23,040
Operations and Maintenance 677,900
Transfer Out 113,200
Total Expenditures Budget 814,140
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 822,180
Anticipated Prior Year Delinquencies Collection 6,890
Subtotal -Taxes 829,070
Other Revenues 7,200
Transfer In - CFD Empire Lakes 7,940
Total Revenues Budget 844,210
Contribution to/(Use of) Fund Balance $ 30,070
Total District EBU Count 46,736.66
Actual Assessment per EBU $ 17.77
Maximum Allowable Assement per EBU $ 17.77
Street Lighting Maintenance District No. 1 —City of Rancho Cucamonga 1
Fiscal Year 2021/22 ATTACHMENT#11
In making the assessments contained herein pursuant to the 1972 Act:
1. I have identified all parcels which will have a special benefit conferred upon them from
the improvement described in the Special Benefit Section of this Annual Engineer's
Report (the "Specially Benefited Parcels"). For particulars as to the identification of said
parcels, reference is made to the Assessment Diagram, a copy of which is included in
this Annual Engineer's Report.
2. 1 have evaluated the costs and expenses of the improvements upon the Specially
Benefited Parcels. In making such evaluation:
a. The proportionate special benefit derived by each Specially Benefited Parcel
from the improvements was determined in relationship to the entirely of the
maintenance costs of the improvements;
b. No assessment has been imposed on any Specially Benefited Parcel which
exceeds the reasonable cost of the proportional special benefit conferred on
such parcel from the improvements; and
c. Any general benefits from the improvements have been separated from the
special benefits and only special benefits have been assessed.
I, the undersigned, respectfully submit the enclosed Annual Engineer's Report and, to the best
of my knowledge, information and belief, I certify that the Annual Engineer's Report and
Assessment Diagram included herein have been prepared and computed in accordance with
the order of the City Council of the City of Rancho Cucamonga and the Assessment Law.
Jason C. Welday, Director of Engineering Services/City Engineer
Street Lighting Maintenance District No. 1 —City of Rancho Cucamonga 2
Fiscal Year 2021/22 ATTACHMENT#11
INTRODUCTION
Reason for Assessment
Approval of the assessment covered by this Engineer's Report will generate the revenue
necessary to:
Provide for the maintenance and servicing of the improvements described in this
Engineer's Report. Maintenance may include but is not limited to, all of the
following: the upkeep, repair, removal or replacement of all or any part of any
improvement. Servicing means the furnishing of electricity, gas or other
illuminating energy for the lighting or appurtenant facilities. This shall also
include material, vehicle, equipment, capital improvements, the installation of
LED street lighting, and administrative costs associated with the annual
administration and operation of the District.
Process for Annual Assessment
The City cannot levy and collect annual assessments within the District without complying with
the procedures specified in the 1972 Act. On an annual basis, an Engineer's Report must be
prepared which contains a full and detailed description of the improvements, the boundaries of
the District and any zones therein, and the proposed assessments upon assessable lots and
parcels of land within the District.
The City Council must also adopt a resolution of intention which:
• Declares the intention of the City Council to levy and collect assessments within the
District for the fiscal year stated therein.
• Generally describes the existing and proposed improvements and any substantial
changes proposed to be made in existing improvements.
• Refers to the District by its distinctive designation and indicate the general location of the
District.
• Refers to the Engineer's Report, on file with the City Clerk, for a full and detailed
description of the improvements, the boundaries of the District and any zones therein,
and the proposed assessments upon assessable lots and parcels of land within the
District.
• Gives notice of the time and place for public hearing by the City Council on the levy of
the proposed assessment.
• States whether the assessment is proposed to increase from the previous year.
If the assessments are to be levied in the same or lesser amounts than the maximum
assessment amount approved, the City Clerk shall give notice by causing the resolution of
intention to be published. Any interested person may, prior to the conclusion of the public
hearing, file a written protest which shall state all grounds of objection. The protest shall contain
a description sufficient to identify the property owned by the property owner filing the protest.
Street Lighting Maintenance District No. 1 —City of Rancho Cucamonga 3
Fiscal Year 2021/22 ATTACHMENT#11
During the course or upon conclusion of the hearing, the City Council may order changes in any
of the matters provided in the report, including the improvements, to the zones within the
District, and the proposed diagram or the proposed assessment.
The City Council, upon conclusion of the public hearing, must then adopt a resolution confirming
the diagram and assessment, either as originally proposed or as changed by it. The adoption of
the resolution shall constitute the levy of an assessment for the fiscal year referred to in the
assessment.
If the assessment to be levied exceeds the maximum assessment amount previously approved,
the City must comply with the procedures specified in Article XIII D and Proposition 218. The
voters in the State of California in November 1996 added Article XIII D to the California
Constitution imposing, among other requirements, the necessity for the City to conduct an
assessment ballot procedure to enable the owners of each property on which assessments are
proposed to be enacted or increased, the opportunity to express their support for, or opposition
to, the proposed assessment or increase in such assessment.
PLANS AND SPECIFICATIONS
The District provides for the administration, maintenance, operations, and servicing of various
improvements located within the public right-of-way and dedicated easements within the
boundaries of the District.
Description of the Boundaries of the District
The District is located in the City of Rancho Cucamonga, State of California. The boundaries of
the District are generally described as the entire City of Rancho Cucamonga.
Reference is also made to the Assessment Diagram included in this Report.
Description of Imorovements and Services
The improvements are the maintenance and servicing of street lights, traffic signals and
appurtenant facilities throughout the District. The maintenance and servicing includes, but is not
limited to, furnishing electric current for public lighting facilities including street lights and traffic
signals, and associated appurtenant facilities. Services include personnel, materials, contracting
services, utilities, and all necessary costs associated with the maintenance, replacement and
repair required to keep the improvements in operational and satisfactory condition. In addition, it
is the City's intention to continue to use cost effective materials, in order to lower expenses of
the District. In Fiscal Year 2017/18, the acquisition by the City of the street lights and installation
of LED street lighting specially benefiting the properties within the District has been added to the
improvements.
Street Lighting Maintenance District No. 1 —City of Rancho Cucamonga 4
Fiscal Year 2021/22 ATTACHMENT#11
Map of Improvements
The following page shows the map of street light and traffic signal improvements to be
maintained using District funds.
Street Lighting Maintenance District No. 1 —City of Rancho Cucamonga 5
Fiscal Year 2021/22 ATTACHMENT#11
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ESTIMATE OF COSTS
The estimated costs of administration, maintenance, operations, and servicing the
improvements as described in the Plans and Specifications are summarized below. Each year,
as part of the District levy calculation process, the costs and expenses are reviewed and the
annual costs are projected for the following fiscal year.
District Budget
Fiscal Year
2021/22 Budget
Expenditures
Personnel Services:
Regular Salaries $ 15,360
Fringe Benefits 7,680
Subtotal - Personnel 23,040
Operations and Maintenance:
Training 180
Membership Dues 50
O & M/General 7,990
Cellular Technology 2,000
Equipment Operations and Maintenance 500
Subtotal - Operations and Maintenance 10,720
Contract Services 47,750
Utilities:
Telephone Utilities 1,500
Electric Utilities 406,000
Subtotal - Utilities 407,500
Assessment Administration 152,990
Admin./General Overhead 58,940
Subtotal - Operations and Maintenance 677,900
Transfer Out - General City Street Lights Fund 113,200
Total Expenditures Budget $ 814,140
Street Lighting Maintenance District No. 1 —City of Rancho Cucamonga 7
Fiscal Year 2021/22 ATTACHMENT#11
Fiscal Year
2021/22 Budqet
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies $ 822,180
Anticipated Prior Year Delinquencies Collection 6,890
Subtotal - Taxes 829,070
Other Revenues:
Interest Earnings 7,200
Transfer In
Transfer In - CFD Empire Lakes 7,940
Total Revenues Budget 844,210
Contribution to/(Use of) Fund Balance $ 30,070
Total Gross Estimated Assessments $ 830,510.45
Total District EBU Count 46,736.66
Actual Assessment per EBU - Fiscal Year 2021/22 $ 17.77
Maximum Allowable Assement per EBU- Fiscal Year 2021/22 $ 17.77
The maximum allowable assessment per Equivalent Benefit Unit (EBU) listed in the District
budget above, is the amount which was approved in Fiscal Year 1996/97 and subsequent
District annexations. Each year, prior to the assessments being placed on the tax roll, the City
will review the budget and determine the amount needed to maintain the improvements for the
upcoming fiscal year. The actual assessment per EBU will be based on the total amount of
funds needed to maintain the improvements in a satisfactory and healthy condition. The actual
assessment amount may be lower than the maximum allowable assessment; however, it may
not exceed the maximum unless the increase is approved by the property owners in accordance
with Proposition 218.
It is the intent of the City to maintain an Operating Reserve which shall not exceed the
estimated costs of maintenance and servicing of the improvements prior to December 10 of the
fiscal year, or when the City expects to receive its apportionment of special assessments and
tax collections from the County, whichever is later. The reserve balance information for the
District is as follows:
Operating Reserve
Estimated Reserve Fund Balance, June 30, 2021 $ 497,911
Contribution to/(Use of) Reserve - Fiscal Year 2021/22 30,070
Estimated Reserve Fund Balance, June 30, 2022 $ 527,981
Street Lighting Maintenance District No. 1 —City of Rancho Cucamonga 8
Fiscal Year 2021/22 ATTACHMENT#11
Definitions of Budget Items
The following definitions describe the costs and expenses included in the District Budget:
Personnel Services: This item includes the costs attributed to the salaries of all full-time and
part-time employees dedicated to maintenance of the District improvements. Additionally, this
includes benefits available to City employees.
Operations and Maintenance: This item includes the costs of City staff to perform
maintenance duties within the boundaries of the District.
Utilities: This item includes the costs to furnish electricity and telephone services, as required,
for the operation and maintenance of the street lights, traffic signals, and appurtenant facilities
throughout the District.
Assessment Administration: This item includes the cost to all particular departments and
staff of the!City, and consultants for providing the administration, coordination and management
of District services, operations, and incidental expenses related to the District. This item also
includes creation of an annual Engineer's Report, resolutions and placing the assessment
amounts onto the County tax roll each year, along with responding to any public inquiries and
future Proposition 218 balloting proceedings.
General Overhead: This item includes the costs of all central services departments of the City
for providing the coordination of District services, inspections, annual bid management,
responding to public concerns, public education, accounting, auditing and procedural matters
associated with the District. This item also includes an allocation for general City staff time for
administrative functions and systems that provide for a functional and operational District within
the City's administrative structure.
Capital Or tlay: This item includes new improvements to further enhance the level and quality
of service provided within the boundaries of the District. This may include installation of safety
lights and other large improvements.
Debt Service: This item includes the repayment of interest and principal to the City Capital
Reserve Fund for the acquisition of street lights and installation of LED street lighting within the
District. In Fiscal Year 2021/22, the debt service has been suspended due to the structural
operating deficit and will be routinely monitored.
Transfer Out - General City Street Lights Fund: This item includes the cost for the
replacement and installation of District owned street lights. These costs are incurred in the
General City Street Lights Fund and reimbursed by the District.
Street Lighting Maintenance District No. 1 —City of Rancho Cucamonga 9
Fiscal Year 2021/22 ATTACHMENT#11
Other Revenues: This includes other revenues that are not levied through the annual
assessments that support the District operations. These other revenues may include: interest
earnings and Developer Energizing Fees.
METHOD OF ASSESSMENT
Overview
Pursuant to the 1972 Act and Article XIII D, all parcels that have a special benefit conferred
upon them as a result of the maintenance and operation of improvements and services shall be
identified, and the proportionate special benefit derived by each identified parcel shall be
determined in relationship to the entire costs of the maintenance and operation of
improvements. The 1972 Act, permits the establishment of assessment districts for the purpose
of providing certain public improvements which include the public lighting facilities, including
traffic signals.
Section 22573 of the 1972 Act requires that maintenance assessments must be levied
according to benefit rather than according to assessed value. This Section states:
The net amount to be assessed upon lands within an assessment district may be
apportioned by any formula or method which fairly distributes the net amount
among all assessable lots or parcels in proportion to the estimated benefit to be
received by each such lot or parcel from the improvements.
The determination of whether or not a lot or parcel will benefit from the
improvements shall be made pursuant to the Improvement Act of 1911 (Division
7 commencing with Section 5000) Hof the Streets and Highways Code, State of
California].
Section 22547 of the 1972 Act also permits the designation of zones of benefit within any
individual assessment district if "by reasons or variations in the nature, location, and extent of
the improvements, the various areas will receive different degrees of benefit from the
improvement".
Article XIII D, Section 4(a) of the California Constitution limits the amount of any assessment to
the proportional special benefit conferred on the property. Article XIII D also provides that
publicly owned properties must be assessed unless there is clear and convincing evidence that
those properties receive no special benefit from the assessment. Exempted from the
assessment would be the areas of public streets, public avenues, public lanes, public roads,
public drives, public courts, public alleys, public easements and rights-of-ways, public
greenbelts and public parkways.
The net amount to be assessed may be apportioned by any formula or method which fairly
distributes the net amount among all assessable lots or parcels. Proposition 218, approved by
Street Lighting Maintenance District No. 1 —City of Rancho Cucamonga 10
Fiscal Year 2021/22 ATTACHMENT#11
the voters in November 1996, requires the City to separate general benefit from special benefit,
where only special benefit is assessed.
Special Benefit
The maintenance and servicing of the improvements within the District (which are described in
the Description of Improvements and Services Section of this report) are for the benefit of the
properties within the District, and as such confer a special and direct benefit to parcels within
the District by:
• improving the livability, safety, appearance, and desirability for properties within the
boundaries of the District, and
• ensuring that improvements do not reach a state of deterioration or disrepair so as to be
materially detrimental to properties within the District, and
• providing for safe vehicular and pedestrian access for properties within the District, and
• providing beautification and overall enhancement to properties within the District.
The above mentioned items affect the assessed property in a way that is particular and distinct
from their effect on other parcels and that real property in general and the public at large do not
share. They contribute to a specific enhancement of the properties within the District. Since
these improvements were installed and are maintained specifically for the properties within the
District; only properties within the District receive a special benefit and are assessed for said
maintenance.
General Benefit
In addition to the special benefits received by parcels within the District, there are derivative
general benefits that are conferred on parcels outside the boundaries of the District which
include:
• thel safety and visual enhancement of the area to persons or vehicles that may travel
through the District
However, it has been determined that these benefits are derivative and do not provide a direct
benefit to parcels outside of the district that are not being assessed.
Method of Assessment Spread
Each of the parcels within the District is deemed to receive special benefit from the
improvements. Each parcel that has a special benefit conferred upon it as a result of the
maintenance and operation of improvements are identified and the proportionate special benefit
derived by each identified parcel is determined in relationship to the entire costs of the
maintenance and operation of the improvements.
Street Lighting Maintenance District No. 1 —City of Rancho Cucamonga 11
Fiscal Year 2021/22 ATTACHMENT#11
When the District was formed, Article XIII D and Proposition 218 had not yet been passed.
Upon the passage of Article XIII D and the subsequent passage of the Proposition Omnibus
Implementation Act, new rules were put into place. Due to the changes in legal requirements, as
property annexed to the District after the passage of the Assessment Law, the description of the
method of assessment became more refined; however, the assessment per parcel has
remained the same since Fiscal Year 1996/97. Further, no parcel included in the District
formation or annexations prior to when the language was refined, are now being levied
differently than they were at the time the District was formed or the parcels were annexed.
To assess special benefit appropriately, it is necessary to relate the different type of parcel
improvements to each other. The Equivalent Benefit Unit ("EBU") method of apportionment
uses the single-family home as the basic unit of assessment.
A single-family home equals one Equivalent Benefit Unit (EBU). Every other land-use is
converted to EBUs based on an assessment formula that equates to the property's specific
development status, type of development (land-use), and size of the property, as compared to a
single-family home. The following table provides the weighting factors applied to various land-
use types, as assigned by County use code, to determine each parcel's EBU assignment.
Land-Use Equivalent Benefit Units
Property Type (County Use Code) EBU Value Multiplier
Single Family Residential 1.00 Parcel
Ivh.dti-FamilyResidential 1.00 Unit
Non-Residential 2.00 Acre
The use of the latest County Assessor's Secured Roll shall be the basis for the Property Type
determination and units/acreage assignments, unless better data is available to the City. In
addition, if any parcel within the District is identified by the County Auditor/Controller to be an
invalid parcel number for the current fiscal year, the Property Type and EBU assignment shall
be based on the correct parcel number and/or new parcel number(s) County use code and
subsequent property information. If a single parcel has changed to multiple parcels, the EBU
assignment and assessment amount applied to each of the new parcels will be recalculated
rather than spread the proportionate share of the original assessment.
The following table summarizes the Fiscal Year 2021/22 maximum allowable assessment rates
for the District:
Street Lighting Maintenance District No. 1 —City of Rancho Cucamonga 12
Fiscal Year 2021/22 ATTACHMENT#11
Maximum
Allowable Actual
Assessment Rate Asessment Total
Property Type(County Use Code) per EBU Rate per EBU Units/Acres Total EBUs
Single Family Residential $17.77 $17.77 28,355.00 28,355.00
Multi-Family Residential 17.77 17.77 11,957.00 11,957.00
Non-Residential 17.77 17.77 3,212.33 6,424.66
The total amount of maintenance and incidental costs for maintaining the street lights and traffic
signals is assessed to the individual parcels of real property within the District in proportion to
the special benefit received by such parcels of real property. The proposed individual
assessments are shown on the assessment roll in this report.
ASSESSMENT DIAGRAM
An Asses ment Diagram for the District is shown on the following page. The lines and
dimension of each lot or parcel within the District are those lines and dimensions shown on the
maps of the County Assessor of the County San Bernardino, at the time this report was
prepared, and are incorporated by reference herein and made part of this Engineer's Report.
Street Lighting Maintenance District No. 1 —City of Rancho Cucamonga 13
Fiscal Year 2021/22 ATTACHMENT#11
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ASSESSMENT ROLL AND ANNEXATIONS
Assessment Roll
The assessment roll is a listing of the assessment for Fiscal Year 2021/22 apportioned to each
lot or parcel, as shown on the last equalized roll of the Assessor of the County of San
Bernardino. The following table summarize the Fiscal Year 2021/22 actual assessments for the
District:
Actual
Assessment Total
Property Type (County Use Code) Rate per EBU Units/Acres Total EBUs Total Assessment
Single Family Residential $17.77 28,355.00 28,355.00 $503,868.35
Multi-Family Residential 17.77 11,957.00 11,957.00 212,475.89
Non-Residential 17.77 3,212.33 6,424.66 114,166.21
Totals 43,524.33 46,736.66 $830,510.45
A copy of the full assessment roll is available for review in the City Clerk's office.
Annexations
The following annexations are effective for Fiscal Year 2021/22:
Annexation Total Units/
Apn Date Project Name Acres Total EBUs Property Type
1061-261-01 04/16/20 SUBTT20042 26.00 26.00 SFD
0209-251-10 03/05/20 DRC2018-00711 4.60 9.20 MIND
0225-122-84 06/04/20 DRC2018-00974 1.00 1.00 SFD
1076-151-35 07/16/20 PMr2020-01021 1.00 1.00 SFD
0226-102-30 08/06t20 SUBTT19917 10.00 10.00 SFD
0209-013-131&14 09/16/20 DRC2018-00430 1.56 3.12 MIND
0207-262-28F35,36,41,42,
45 and 46 11/04/20 DRC2018-00912 11.11 22.22 MIND
0209-211-241 12/02/20 DRC2018-00529 13.45 26.90 MIND
0201-902-16� 12/02/20 SUBTPM20098 1.00 1.00 SFD
0208-931-05 12/16/20 PW2020-01934 1.00 1.00 SFD
Street Lighting Maintenance District No. 1 —City of Rancho Cucamonga 15
Fiscal Year 2021/22 ATTACHMENT#11
Preliminary Annual Engineer's Report
Fiscal Year 2021/22
City of Rancho Cucamonga
Street Lighting Maintenance District No. 2
(Local Streets)
CITY OF RANCHO CUCAMONGA
STREET LIGHTING MAINTENANCE DISTRICT NO. 2
(LOCAL STREETS)
10500 Civic Center Drive
Rancho Cucamonga, CA 91730
Phone: 909.477.2700
Fax: 909.477.2849
CITY COUNCIL
L. Dennis Michael, Mayor
Lynne B. Kennedy, Mayor Pro Tern
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Sam Spagnolo, Council Member
CITY STAFF
John R. Gillison, City Manager
Lori E. Sassoon, Deputy City Manager/Administrative Services
Jason C. Welday, Director of Engineering Services/City Engineer
William Wittkopf, Public Works Director
Tamara L. Oatman, Finance Director
TABLE OF CONTENTS
ENGINEER'S LETTER 1
INTRODUCTION 3
Reason for Assessment 3
Process for Annual Assessment 3
PLANS AND SPECIFICATIONS 4
Description of the Boundaries of the District 4
Description of Improvements and Services 4
Map of Improvements 5
ESTIMATE OF COSTS 7
District Budget 7
Definitions of Budget Items g
METHOD OF ASSESSMENT 10
Overview 10
Special Benefit 11
General Benefit 11
Method of Assessment Spread 11
ASSESSMENT DIAGRAM 13
ASSESSMENT ROLL AND ANNEXATIONS 15
Assessment Roll 15
Annexations 15
ENGINEER'S LETTER
WHEREAS, on July 7, 2021, the City Council of Rancho Cucamonga (the "City"), under
the Landscaping and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No.
21-xxx, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Street Light
Maintenance District No. 2 (Local Streets) (the "District"); and
WHEREAS, the Resolution Initiating Proceedings directed the City Engineer to prepare
and file an Annual Engineer's Report for Fiscal Year 2021/22 pursuant to the requirements of
the 1972 Act. The Annual Engineer's Report presents the plans and specifications describing
the general nature, location and extent of the improvements to be maintained, an estimate of
the costs of the maintenance, operations and servicing of the improvements for the District for
the referenced fiscal year, a diagram for the District, showing the area and properties proposed
to be assessed, and an assessment of the estimated costs of the maintenance, operations and
servicing of the improvements, assessing the net amount upon all assessable lots and/or
parcels within the District in proportion to the special benefit received; and
NOW THEREFORE, the following assessment is proposed to be authorized in order to
pay for the acquisition of street lights, the installation of Light Emitting Diode (LED) street
lighting, and estimated costs of maintenance, operation and servicing of the improvements to be
paid by the assessable real property within the boundaries of the District in proportion to the
special benefit received. The following table summarizes the proposed assessment.
Fiscal Year
2021/22 Budget
Expenditures
Operations and Maintenance $ 348,940
Transfer Out 110,860
Total Expenditures Budget 459,800
Rev' nues
Ta es:
Ettimated Assessments, Net of Estimated Delinquencies 373,680
Anticipated Prior Year Delinquencies Collection 4,000
Subtotal - Taxes 377,680
Transfer In -General Fund 63,610
Transfer In - CFD Empire Lakes 18,510
Total Revenues Budget 459,800
Contribution to/(Use of) Fund Balance $ -
Total District EBU Count 9,443.32
Actual Assessment per EBU $ 39.97
Maximum Allowable Assement per EBU $ 39.97
Street Lighting Maintenance District No. 2—City of Rancho Cucamonga 1
Fiscal Year 2021/22 ATTACHMENT#12
In making the assessments contained herein pursuant to the 1972 Act:
1. I have identified all parcels which will have a special benefit conferred upon them from
the improvement described in the Special Benefit Section of this Annual Engineer's
Report (the "Specially Benefited Parcels"). For particulars as to the identification of said
parcels, reference is made to the Assessment Diagram, a copy of which is included in
this Annual Engineer's Report.
2. 1 have evaluated the costs and expenses of the improvements upon the Specially
Benefited Parcels. In making such evaluation:
a. The proportionate special benefit derived by each Specially Benefited Parcel
from the improvements was determined in relationship to the entirely of the
maintenance costs of the improvements;
b. No assessment has been imposed on any Specially Benefited Parcel which
exceeds the reasonable cost of the proportional special benefit conferred on
such parcel from the improvements; and
c. Any general benefits from the improvements have been separated from the
special benefits and only special benefits have been assessed.
I, the undersigned, respectfully submit the enclosed Annual Engineer's Report and, to the best
of my knowledge, information and belief, I certify that the Annual Engineer's Report and
Assessment Diagram included herein have been prepared and computed in accordance with
the order of the City Council of the City of Rancho Cucamonga and the Assessment Law.
Jason C. Welday, Director of Engineering Services/City Engineer
Street Lighting Maintenance District No. 2—City of Rancho Cucamonga 2
Fiscal Year 2021/22 ATTACHMENT#12
INTRODUCTION
Reason for Assessment
Approval of the assessment covered by this Engineer's Report will generate the revenue
necessary to:
Provide for the maintenance and servicing of the improvements described in this
Engineer's Report. Maintenance may include but is not limited to, all of the
following: the upkeep, repair, removal or replacement of all or any part of any
improvement. Servicing means the furnishing of electricity, gas or other
illuminating energy for the lighting or appurtenant facilities. This shall also
include material, vehicle, equipment, capital improvements, the installation of
LED street lighting, and administrative costs associated with the annual
administration and operation of the District.
Process] for Annual Assessment
The City cannot levy and collect annual assessments within the District without complying with
the procedures specified in the 1972 Act. On an annual basis, an Engineer's Report must be
prepared which contains a full and detailed description of the improvements, the boundaries of
the District and any zones therein, and the proposed assessments upon assessable lots and
parcels of land within the District.
The City Council must also adopt a resolution of intention which:
• Declares the intention of the City Council to levy and collect assessments within the
District for the fiscal year stated therein.
• Generally describes the existing and proposed improvements and any substantial
changes proposed to be made in existing improvements.
• Refers to the District by its distinctive designation and indicate the general location of the
District.
• Refers to the Engineer's Report, on file with the City Clerk, for a full and detailed
description of the improvements, the boundaries of the District and any zones therein,
and the proposed assessments upon assessable lots and parcels of land within the
District.
• Gives notice of the time and place for public hearing by the City Council on the levy of
the proposed assessment.
• States whether the assessment is proposed to increase from the previous year.
If the assessments are to be levied in the same or lesser amounts than the maximum
assessment amount approved, the City Clerk shall give notice by causing the resolution of
intention to be published. Any interested person may, prior to the conclusion of the public
hearing, file a written protest which shall state all grounds of objection. The protest shall contain
a description sufficient to identify the property owned by the property owner filing the protest.
Street Lighting Maintenance District No. 2—City of Rancho Cucamonga 3
Fiscal Year 2021/22 ATTACHMENT#12
During the course or upon conclusion of the hearing, the City Council may order changes in any
of the matters provided in the report, including the improvements, to the zones within the
District, and the proposed diagram or the proposed assessment.
The City Council, upon conclusion of the public hearing must then adopt a resolution confirming
the diagram and assessment, either as originally proposed or as changed by it. The adoption of
the resolution shall constitute the levy of an assessment for the fiscal year referred to in the
assessment.
If the assessment to be levied exceeds the maximum assessment amount previously approved,
the City must comply with the procedures specified in Article XIII D and Proposition 218. The
voters in the State of California in November 1996 added Article XIII D to the California
Constitution imposing, among other requirements, the necessity for the City to conduct an
assessment ballot procedure to enable the owners of each property on which assessments are
proposed to be enacted or increased, the opportunity to express their support for, or opposition
to, the proposed assessment or increase in such assessment.
PLANS AND SPECIFICATIONS
The District provides for the administration, maintenance, operations, and servicing of various
improvements located within the public right-of-way and dedicated easements within the
boundaries of the District.
Description of the Boundaries of the District
The District is located in the City of Rancho Cucamonga, State of California. The boundaries of
the District are generally described as the entire City west of Haven Ave.
Reference is also made to the Assessment Diagram included in this Report.
Description of Improvements and Services
The improvements are the maintenance and servicing of street lights, traffic signals and
appurtenant facilities throughout the District. The maintenance and servicing includes, but is not
limited to, furnishing electric current for public lighting facilities including street lights and traffic
signals, and associated appurtenant facilities. Services include personnel, materials, contracting
services, utilities, and all necessary costs associated with the maintenance, replacement and
repair required to keep the improvements in operational and satisfactory condition. In addition, it
is the City's intention to continue to use cost effective materials, in order to lower expenses of
the District. In Fiscal Year 2017/18, the acquisition by the City of the street lights and
installation of LED street lighting specially benefiting the properties within the District has been
added to the improvements.
Street Lighting Maintenance District No. 2—City of Rancho Cucamonga 4
Fiscal Year 2021/22 ATTACHMENT#12
Map of Improvements
The following page shows the map of street light and traffic signal improvements to be
maintained using District funds.
Street Lighting Maintenance District No. 2—City of Rancho Cucamonga 5
Fiscal Year 2021/22 ATTACHMENT#12
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ESTIMATE OF COSTS
The estimated costs of administration, maintenance, operations, and servicing the
improvements as described in the Plans and Specifications are summarized below. Each year,
as part of the District levy calculation process, the costs and expenses are reviewed and the
annual costs are projected for the following fiscal year.
District Budget
Fiscal Year
2021/22 Budget
Expenditures
Operations and Maintenance:
li Contract Services/General $ 20,940
tilities:
Electric Utilities 288,000
sessment Administration 38,080
Admin./General Overhead 1,920
Subtotal - Operations and Maintenance 348,940
Transfer Out - General Street Lights Fund 110,860
Total Expenditures Budget $ 459,800
Street Lighting Maintenance District No. 2— City of Rancho Cucamonga 7
Fiscal Year 2021/22 ATTACHMENT#12
Fiscal Year
2021/22 Budget
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies $ 373,680
Anticipated Prior Year Delinquencies Collection 4,000
Subtotal -Taxes 377,680
Transfer In
Transfer In- General Fund 63,610
Transfer In- CFD Empire Lakes 18,510
82,120
Total Revenues Budget 459,800
Contribution to/(Use of) Fund Balance $ -
Total Gross Estimated Assessments $ 377,449.49
Total District EBU Count 9,443.32
Actual Assessment per EBU- Fiscal Year 2021/22 $ 39.97
Maximum Allowable Assement per EBU- Fiscal Year 2021/22 $ 39.97
The maximum allowable assessment per Equivalent Benefit Unit (EBU) listed in the District
budget above, is the amount which was approved in Fiscal Year 1996/97 and subsequent
District annexations. Each year, prior to the assessments being placed on the tax roll, the City
will review the budget and determine the amount needed to maintain the improvements for the
upcoming fiscal year. The actual assessment per EBU will be based on the total amount of
funds needed to maintain the improvements in a satisfactory and healthy condition. The actual
assessment amount may be lower than the maximum allowable assessment; however, it may
not exceed the maximum unless the increase is approved by the property owners in accordance
with Proposition 218.
It is the intent of the City of Rancho Cucamonga to maintain an Operating Reserve which shall
not exceed the estimated costs of maintenance and servicing of the improvements prior to
December 10 of the fiscal year, or when the City expects to receive its apportionment of special
assessments and tax collections from the County, whichever is later. The reserve balance
information for the District is as follows:
Operating Reserve
Estimated Reserve Fund Balance, June 30, 2021 $ 1,042,796
Contribution to/(Use of) Reserve - Fiscal Year 2021/22 -
Estimated Reserve Fund Balance, June 30, 2022 $ 1,042,796
Street Lighting Maintenance District No. 2—City of Rancho Cucamonga 8
Fiscal Year 2021/22 ATTACHMENT#12
Definitions of Budget Items
The following definitions describe the costs and expenses included in the District Budget:
Personnel Services: This item includes the costs attributed to the salaries of all full-time and
part-time employees dedicated to maintenance of the District improvements. Additionally, this
includes benefits available to City employees.
Operations and Maintenance: This item includes the costs of City staff to perform
maintenance duties within the boundaries of the District.
Utilities: This item includes the costs to furnish electricity and telephone services, as required,
for the operation and maintenance of the street lights, traffic signals, and appurtenant facilities
throughout the District.
Assessment Administration: This item includes the cost to all particular departments and
staff of the City, and consultants for providing the administration, coordination and management
of District services, operations, and incidental expenses related to the District. This item also
includes creation of an annual Engineer's Report, resolutions and placing the assessment
amounts onto the County tax roll each year, along with responding to any public inquiries and
future Proposition 218 balloting proceedings.
General Overhead: This item includes the costs of all central services departments of the City
for providing the coordination of District services, inspections, annual bid management,
responding to public concerns, public education, accounting, auditing and procedural matters
associated with the District. This item also includes an allocation for general City staff time for
administrative functions and systems that provide for a functional and operational District within
the City's administrative structure.
Capital Outlay: This item includes new improvements to further enhance the level and quality
of service i rovided within the boundaries of the District. This may include installation of safety
lights and 1 ther large improvements.
Debt Service: This item includes the repayment of interest and principal to the City Capital
Reserve Fund for the acquisition of street lights and installation of LED street lighting within the
District. In Fiscal Year 2021/22, the debt service has been suspended due to the structural
operating deficit and will be routinely monitored.
Transfer Out - General City Street Lights Fund: This item includes the cost for the
replacement and installation of District owned street lights. These costs are incurred in the
General City Street Lights Fund and reimbursed by the District.
Street Lighting Maintenance District No. 2—City of Rancho Cucamonga 9
Fiscal Year 2021/22 ATTACHMENT#12
Other Revenues: This includes other revenues that are not levied through the annual
assessments that support the District operations. These other revenues may include: interest
earnings and Developer Energizing Fees.
METHOD OF ASSESSMENT
Overview
Pursuant to the 1972 Act and Article XIII D, all parcels that have a special benefit conferred
upon them as a result of the maintenance and operation of improvements and services shall be
identified, and the proportionate special benefit derived by each identified parcel shall be
determined in relationship to the entire costs of the maintenance and operation of
improvements. The 1972 Act, permits the establishment of assessment districts for the purpose
of providing certain public improvements which include the public lighting facilities, including
traffic signals.
Section 22573 of the 1972 Act requires that maintenance assessments must be levied
according to benefit rather than according to assessed value. This Section states:
The net amount to be assessed upon lands within an assessment district may be
apportioned by any formula or method which fairly distributes the net amount
among all assessable lots or parcels in proportion to the estimated benefit to be
received by each such lot or parcel from the improvements.
The determination of whether or not a lot or parcel will benefit from the
improvements shall be made pursuant to the Improvement Act of 1911 (Division
7 commencing with Section 5000) [of the Streets and Highways Code, State of
California].
Section 22547 of the 1972 Act also permits the designation of zones of benefit within any
individual assessment district if "by reasons or variations in the nature, location, and extent of
the improvements, the various areas will receive different degrees of benefit from the
improvement".
Article XIII D, Section 4(a) of the California Constitution limits the amount of any assessment to
the proportional special benefit conferred on the property. Article XIII D also provides that
publicly owned properties must be assessed unless there is clear and convincing evidence that
those properties receive no special benefit from the assessment. Exempted from the
assessment would be the areas of public streets, public avenues, public lanes, public roads,
public drives, public courts, public alleys, public easements and rights-of-ways, public
greenbelts and public parkways.
The net amount to be assessed may be apportioned by any formula or method which fairly
distributes the net amount among all assessable lots or parcels. Proposition 218, approved by
Street Lighting Maintenance District No. 2—City of Rancho Cucamonga 10
Fiscal Year 2021/22 ATTACHMENT#12
the voters in November 1996, requires the City to separate general benefit from special benefit,
where only special benefit is assessed.
Special Benefit
The maintenance and servicing of the improvements within the District (which are described in
the Description of Improvements and Services Section of this report) are for the benefit of the
properties within the District, and as such confer a special and direct benefit to parcels within
the District by:
• improving the livability, safety, appearance, and desirability for properties within the
boundaries of the District, and
• ensuring that improvements do not reach a state of deterioration or disrepair so as to be
materially detrimental to properties within the District, and
• providing for safe vehicular and pedestrian access for properties within the District, and
• pr viding beautification and overall enhancement to properties within the District.
The above mentioned items affect the assessed property in a way that is particular and distinct
from their effect on other parcels and that real property in general and the public at large do not
share. They contribute to a specific enhancement of the properties within the District. Since
these improvements were installed and are maintained specifically for the properties within the
District; only properties within the District receive a special benefit and are assessed for said
maintenance.
Generg Benefit
In addition to the special benefits received by parcels within the District, there are derivative
general b nefits that are conferred on parcels outside the boundaries of the District which
include:
• the safety and visual enhancement of the area to persons or vehicles that may travel
through the District
However, it has been determined that these benefits are derivative and do not provide a direct
benefit to parcels outside of the District that are not being assessed.
Method of Assessment Spread
Each of the parcels within the District is deemed to receive special benefit from the
improvements. Each parcel that has a special benefit conferred upon it as a result of the
maintenance and operation of improvements are identified and the proportionate special benefit
derived by each identified parcel is determined in relationship to the entire costs of the
maintenance and operation of the improvements.
Street Lighting Maintenance District No. 2—City of Rancho Cucamonga 11
Fiscal Year 2021/22 ATTACHMENT#12
When the District was formed, Article XIII D and Proposition 218 had not yet been passed.
Upon the passage of Article XIII D and the subsequent passage of the Proposition Omnibus
Implementation Act, new rules were put into place. Due to the changes in legal requirements, as
property annexed to the District after the passage of the Assessment Law, the description of the
method of assessment became more refined; however, the assessment per parcel has
remained the same since Fiscal Year 1996/97. Further, no parcel included in the District
formation or annexations prior to when the language was refined, are now being levied
differently than they were at the time the District was formed or the parcels were annexed.
To assess special benefit appropriately, it is necessary to relate the different type of parcel
improvements to each other. The EBU method of apportionment uses the single-family home as
the basic unit of assessment.
A single-family home equals one EBU. Every other land-use is converted to EBUs based on an
assessment formula that equates to the property's specific development status, type of
development (land-use), and size of the property, as compared to a single-family home. The
following table provides the weighting factors applied to various land-use types, as assigned by
County use code, to determine each parcel's EBU assignment.
Land-Use Equivalent Dwelling Units
Property Type (County Use Code) EBU Value Multiplier
Single Family Residential 1.00 Parcel
Multi-Family Residential 1.00 Unit
Non-Residential 2.00 Acre
The use of the latest County Assessor's Secured Roll shall be the basis for the Property Type
determination and units/acreage assignments, unless better data is available to the City. In
addition, if any parcel within the District is identified by the County Auditor/Controller to be an
invalid parcel number for the current fiscal year, the Property Type and EBU assignment shall
be based on the correct parcel number and/or new parcel number(s) County use code and
subsequent property information. If a single parcel has changed to multiple parcels, the EBU
assignment and assessment amount applied to each of the new parcels will be recalculated
rather than spread the proportionate share of the original assessment.
The following table summarizes the Fiscal Year 2021/22 maximum allowable assessment rates
for the District:
Street Lighting Maintenance District No. 2—City of Rancho Cucamonga 12
Fiscal Year 2021/22 ATTACHMENT#12
Maximum
Allowable Actual
Assessment Asessment Total
Property Type (County Use Code) Rate per EBU Rate per EBU Units/Acres Total EBUs
Single Family Residential $39.97 $39.97 7,320.00 7,320.00
Multi-Family Residential 39.97 39.97 2,053.00 2,053.00
Non-Residential 39.97 39.97 35.16 70.32
The total amount of maintenance and incidental costs for maintaining the street lights and traffic
signals is assessed to the individual parcels of real property within the District in proportion to
the special benefit received by such parcels of real property. The proposed individual
assessments are shown on the assessment roll in this report.
ASSESSMENT DIAGRAM
An Assessment Diagram for the District is shown on the following page. The lines and
dimensions of each lot or parcel within the District are those lines and dimensions shown on the
maps of the Assessor of the County San Bernardino, at the time this report was prepared, and
are incorporated by reference herein and made part of this Engineer's Report.
Street Lighting Maintenance District No. 2—City of Rancho Cucamonga 13
Fiscal Year 2021/22 ATTACHMENT#12
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ASSESSMENT ROLL AND ANNEXATIONS
Assessment Roll
The assessment roll is a listing of the assessment for Fiscal Year 2021/22 apportioned to each
lot or parcel, as shown on the last equalized roll of the Assessor of the County of San
Bernardino. The following table summarizes the Fiscal Year 2021/22 actual assessments for the
District:
Actual
Assessment Total
Property Type (County Use Code) Rate per EBU Units/Acres Total EBUs Total Assessment
Single Family Residential $39.97 7,320.00 7,320.00 $ 292,580.40
Multi-Family Residential 39.97 2,053.00 2,053.00 $ 82,058.41
Non-Residential 39.97 35.16 70.32 $ 2,810.68
Totals 9,408.16 9,443.32 $ 377,449.49
A copy of the full assessment roll is available for review in the City Clerk's office.
Annexations
The following annexations are effective for Fiscal Year 2021/22:
Annexation Total Units/
Apn Date Project Name Acres Total EBUs Property Type
1061-261-01 04/16/20 SUBTT20042 26.00 26.00 SFD
1076-151-35 07/16/20 PMT2020-01021 1.00 1.00 SFD
0201-902-16 12/02/20 SUBTPKC0098 1.00 1.00 SFD
0208-931-05 12/16/20 PMT2020-01934 1.00 1.00 SFD
Street Lighting Maintenance District No. 2—City of Rancho Cucamonga 15
Fiscal Year 2021/22 ATTACHMENT#12
Preliminary Annual Engineer's Report
Fiscal Year 2021/22
City of Rancho Cucamonga
Street Lighting Maintenance District No. 3
(Victoria Planned Community)
CITY OF RANCHO CUCAMONGA
STREET LIGHTING MAINTENANCE DISTRICT NO. 3
(VICTORIA PLANNED COMMUNITY)
10500 Civic Center Drive
Rancho Cucamonga, CA 91730
Phone: 909.477.2700
Fax: 909.477.2849
CITY COUNCIL
L. Dennis Michael, Mayor
Lynne B. Kennedy, Mayor Pro Tern
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Sam Spagnolo, Council Member
CITY STAFF
John R. Gillison City Manager
er
Lori E. Sassoon, Deputy City Manager/Administrative Services
Jason C. Welday, Director of Engineering Services/City Engineer
William Wittkopf, Public Works Director
Tamara L. Oatman, Finance Director
TABLE OF CONTENTS
ENGINEER'S LETTER 1
INTRODUCTION 3
Reason for Assessment 3
Process for Annual Assessment 3
PLANS AND SPECIFICATIONS 4
Description of the Boundaries of the District 4
Description of Improvements and Services 4
Map of Improvements 5
ESTIMATE OF COSTS 7
District Budget 7
Definitions of Budget Items 9
METHOD OF ASSESSMENT 10
Overview 10
Special Benefit 11
General Benefit 11
Method of Assessment Spread 11
ASSESSMENT DIAGRAM 13
ASSESSMENT ROLL AND ANNEXATIONS 15
Assessment Roll 15
Annexations 15
ENGINEER'S LETTER
WHEREAS, on July 7, 2021, the City Council of Rancho Cucamonga (the "City"), under
the Landscaping and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No.
21-xxx, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Street Light
Maintenance District No. 3 (Victoria Planned Community) (the"District"); and
WHEREAS, the Resolution Initiating Proceedings directed the City Engineer to prepare
and file an Annual Engineer's Report for Fiscal Year 2021/22 pursuant to the requirements of
the 1972 Act. The Annual Engineer's Report presents the plans and specifications describing
the general nature, location and extent of the improvements to be maintained, an estimate of
the costs of the maintenance, operations and servicing of the improvements for the District for
the referenced fiscal year, a diagram for the District, showing the area and properties proposed
to be assessed, and an assessment of the estimated costs of the maintenance, operations and
servicing of the improvements, assessing the net amount upon all assessable lots and/or
parcels wi�hin the District in proportion to the special benefit received; and
NQW THEREFORE, the following assessment is proposed to be authorized in order to
pay for the acquisition of street lights, the installation of Light Emitting Diode (LED) street
lighting, and estimated costs of maintenance, operation and servicing of the improvements to be
paid by the assessable real property within the boundaries of the District in proportion to the
special benefit received. The following table summarizes the proposed assessment.
Fiscal Year
2021/22 Budget
Expenditures
Personnel Services $ 32,360
Operations and Maintenance 171,760
Debt Service 1,308,210
Transfer Out 43,960
Total Expenditures Budget 1,556,290
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 377,600
Anticipated Prior Year Delinquencies Collection 2,730
Subtotal -Taxes 380,330
Other Revenues 18,440
Total Revenues Budget 398,770
Contribution to/(Use of) Fund Balance $ (1,157,520)
Total District EBU Count 8,089.24
Actual Assessment per EBU $ 47.15
Maximum Allowable Assement per EBU $ 47.15
Street Lighting Maintenance District No. 3—City of Rancho Cucamonga 1
Fiscal Year 2021/22 ATTACHMENT#13
In making the assessments contained herein pursuant to the 1972 Act:
1. I have identified all parcels which will have a special benefit conferred upon them from
the improvement described in the Special Benefit Section of this Annual Engineer's
Report (the "Specially Benefited Parcels"). For particulars as to the identification of said
parcels, reference is made to the Assessment Diagram, a copy of which is included in
this Annual Engineer's Report.
2. 1 have evaluated the costs and expenses of the improvements upon the Specially
Benefited Parcels. In making such evaluation:
a. The proportionate special benefit derived by each Specially Benefited Parcel
from the improvements was determined in relationship to the entirety of the
maintenance costs of the improvements;
b. No assessment has been imposed on any Specially Benefited Parcel which
exceeds the reasonable cost of the proportional special benefit conferred on
such parcel from the improvements; and
c. Any general benefits from the improvements have been separated from the
special benefits and only special benefits have been assessed.
I, the undersigned, respectfully submit the enclosed Annual Engineer's Report and, to the best
of my knowledge, information and belief, I certify that the Annual Engineer's Report and
Assessment Diagram included herein have been prepared and computed in accordance with
the order of the City Council of the City of Rancho Cucamonga and the Assessment Law.
Jason C. Welday, Director of Engineering Services/City Engineer
Street Lighting Maintenance District No. 3—City of Rancho Cucamonga 2
Fiscal Year 2021/22 ATTACHMENT#13
INTRODUCTION
Reason for Assessment
Approval of the assessment covered by this Engineer's Report will generate the revenue
necessary to:
Provide for the maintenance and servicing of the improvements described in this
Engineer's Report. Maintenance may include but is not limited to, all of the
following: the upkeep, repair, removal or replacement of all or any part of any
improvement. Servicing means the furnishing of electricity, gas or other
illuminating energy for the lighting or appurtenant facilities. This shall also
include material, vehicle, equipment, capital improvements, the installation of
LEI' street lighting, and administrative costs associated with the annual
ad inistration and operation of the District.
Process for Annual Assessment
The City cannot levy and collect annual assessments within the District without complying with
the procedures specified in the 1972 Act. On an annual basis, an Engineer's Report must be
prepared which contains a full and detailed description of the improvements, the boundaries of
the District and any zones therein, and the proposed assessments upon assessable lots and
parcels of iland within the District.
The City Council must also adopt a resolution of intention which:
• Declares the intention of the City Council to levy and collect assessments within the
District for the fiscal year stated therein.
• Generally describes the existing and proposed improvements and any substantial
changes proposed to be made in existing improvements.
• Refers to the District by its distinctive designation and indicate the general location of the
District.
• Refers to the Engineer's Report, on file with the City Clerk, for a full and detailed
de cription of the improvements, the boundaries of the District and any zones therein,
an the proposed assessments upon assessable lots and parcels of land within the
District.
• Gives notice of the time and place for public hearing by the City Council on the levy of
the proposed assessment.
• States whether the assessment is proposed to increase from the previous year.
If the assessments are to be levied in the same or lesser amounts than the maximum
assessment amount approved, the City Clerk shall give notice by causing the resolution of
intention to be published. Any interested person may, prior to the conclusion of the public
hearing, file a written protest which shall state all grounds of objection. The protest shall contain
a description sufficient to identify the property owned by the property owner filing the protest.
Street Lighting Maintenance District No. 3—City of Rancho Cucamonga 3
Fiscal Year 2021/22 ATTACHMENT#13
During the course or upon conclusion of the hearing, the City Council may order changes in any
of the matters provided in the report, including the improvements, to the zones within the
District, and the proposed diagram or the proposed assessment.
The City Council, upon conclusion of the public hearing must then adopt a resolution confirming
the diagram and assessment, either as originally proposed or as changed by it. The adoption of
the resolution shall constitute the levy of an assessment for the fiscal year referred to in the
assessment.
If the assessment to be levied exceeds the maximum assessment amount previously approved,
the City must comply with the procedures specified in Article XIII D and Proposition 218. The
voters in the State of California in November 1996 added Article XIII D to the California
Constitution imposing, among other requirements, the necessity for the City to conduct an
assessment ballot procedure to enable the owners of each property on which assessments are
proposed to be enacted or increased, the opportunity to express their support for, or opposition
to, the proposed assessment or increase in such assessment.
PLANS AND SPECIFICATIONS
The District provides for the administration, maintenance, operations, and servicing of various
improvements located within the public right-of-way and dedicated easements within the
boundaries of the District.
Description of the Boundaries of the District
The District is located in the City of Rancho Cucamonga, State of California. The boundaries of
the District are generally described as that area located south of the 210 Freeway, west of
Etiwanda Ave, southwest of the 1-15 Freeway and east of Haven Ave, also known as the
Victoria Neighborhood Planned Community, and are more particularly in the diagram of the
District included herein.
Reference is also made to the Assessment Diagram included in this Report.
Description of Improvements and Services
The improvements are the maintenance and servicing of street lights, traffic signals and
appurtenant facilities throughout the District. The maintenance and servicing includes, but is not
limited to, furnishing electric current for public lighting facilities including street lights and traffic
signals, and associated appurtenant facilities. Services include personnel, materials, contracting
services, utilities, and all necessary costs associated with the maintenance, replacement and
repair required to keep the improvements in operational and satisfactory condition. In addition, it
is the City's intention to continue to use cost effective materials, in order to lower expenses of
the District. In Fiscal Year 2017/18, the acquisition by the City of the street lights and installation
of LED street lighting specially benefiting the properties within the District has been added to the
improvements.
Street Lighting Maintenance District No. 3—City of Rancho Cucamonga 4
Fiscal Year 2021/22 ATTACHMENT#13
Map of Improvements
The following page shows the map of street light and traffic signal improvements to be
maintained using District funds.
Street Lighting Maintenance District No. 3—City of Rancho Cucamonga 5
Fiscal Year 2021/22 ATTACHMENT#13
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ESTIMATE OF COSTS
The estimated costs of administration, maintenance, operations, and servicing the
improvements as described in the Plans and Specifications are summarized below. Each year,
as part of the District levy calculation process, the costs and expenses are reviewed and the
annual costs are projected for the following fiscal year.
District Budget
Fiscal Year
2021/22 Budget
Expenditures
Personnel Services:
Regular Salaries $ 21,570
Fringe Benefits 10,790
Subtotal - Personnel 32,360
Operations and Maintenance:
Operations and Maintenance:
Training 180
Membership Dues 50
O & M/General 9,940
Contract Services 8,050
Subtotal - Operations and Maintenance 18,220
Utilities:
Electric Utilities 112,000
Assessment Administration 34,240
Admin./General Overhead 7,300
Subtotal - Operations and Maintenance 171,760
Debt Service:
Interest Expense 1,110
Principal Repayments 1,307,100
Subtotal - Debt Service 11308,210
Transfer Out-General Street Lights Fund 43,960
Total Expenditures Budget $ 1,556,290
Street Lighting Maintenance District No. 3—City of Rancho Cucamonga 7
Fiscal Year 2021/22 ATTACHMENT#13
Fiscal Year
2021/22 Budget
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies $ 377,600
Anticipated Prior Year Delinquencies Collection 2,730
Subtotal -Taxes 380,330
Other Revenues:
Interest Earnings 18,440
Total Revenues Budget 398,770
Contribution to/(Use of) Fund Balance $ (1,157,520)
Total Gross Estimated Assessments $ 381,407.67
Total District EBU Count 8,089.24
Actual Assessment per EBU - Fiscal Year 2021/22 $ 47.15
Maximum Allowable Assement per EBU - Fiscal Year 2021/22 $ 47.15
The maximum allowable assessment per Equivalent Benefit Unit (EBU) listed in the District
budget above, is the amount which was approved in Fiscal Year 1996/97 and subsequent
District annexations. Each year, prior to the assessments being placed on the tax roll, the City
will review the budget and determine the amount needed to maintain the improvements for the
upcoming fiscal year. The actual assessment per EBU will be based on the total amount of
funds needed to maintain the improvements in a satisfactory and healthy condition. The actual
assessment amount may be lower than the maximum allowable assessment; however, it may
not exceed the maximum unless the increase is approved by the property owners in accordance
with Proposition 218.
It is the intent of the City to maintain an Operating Reserve which shall not exceed the
estimated costs of maintenance and servicing of the improvements prior to December 10 of the
fiscal year, or when the City expects to receive its apportionment of special assessments and
tax collections from the County, whichever is later. The reserve balance information for the
District is as follows:
Operating Reserve
Estimated Reserve Fund Balance, June 30, 2021 $ 1,669,742
Contribution to/(Use of) Reserve- Fiscal Year 2021/22 (1,157,520)
Estimated Reserve Fund Balance, June 30, 2022 $ 512,222
Street Lighting Maintenance District No. 3—City of Rancho Cucamonga 8
Fiscal Year 2021/22 ATTACHMENT#13
Definitions of Budget Items
The following definitions describe the costs and expenses included in the District Budget:
Personnel Services: This item includes the costs attributed to the salaries of all full-time and
part-time employees dedicated to maintenance of the District improvements. Additionally, this
includes benefits available to City employees.
Operations and Maintenance: This item includes the costs of City staff to perform
maintenance duties within the boundaries of the District.
Utilities: This item includes the costs to furnish electricity and telephone services, as required,
for the operation and maintenance of the street lights, traffic signals, and appurtenant facilities
throughout the District.
Assessment Administration: This item includes the cost to all particular departments and
staff of the City, and consultants for providing the administration, coordination and management
of District services, operations, and incidental expenses related to the District. This item also
includes creation of an annual Engineer's Report, resolutions and placing the assessment
amounts onto the County tax roll each year, along with responding to any public inquiries and
future Proposition 218 balloting proceedings.
General Overhead: This item includes the costs of all central services departments of the City
for providing the coordination of District services, inspections, annual bid management,
responding to public concerns, public education, accounting, auditing and procedural matters
associated with the District. This item also includes an allocation for general City staff time for
administrative functions and systems that provide for a functional and operational District within
the City's administrative structure.
Capital Outlay: This item includes new improvements to further enhance the level and quality
of service provided within the boundaries of the District. This may include installation of safety
lights and other large improvements.
Debt Service: This item includes the repayment of interest and principal to the City General
Fund for the acquisition of street lights and installation of LED street lighting within the District.
In Fiscal Year 2021/22, the outstanding balance of the interfund loan will be paid off.
Transfer Out - General City Street Lights Fund: This item includes the cost for the
replacement and installation of District owned street lights. These costs are incurred in the
General City Street Lights Fund and reimbursed by the District.
Other Revenues: This includes other revenues that are not levied through the annual
assessments that support the District operations. These other revenues may include: interest
earnings and Developer Energizing Fees.
Street Lighting Maintenance District No. 3—City of Rancho Cucamonga 9
Fiscal Year 2021/22 ATTACHMENT#13
METHOD OF ASSESSMENT
Overview
Pursuant to the 1972 Act and Article XIII D, all parcels that have a special benefit conferred
upon them as a result of the maintenance and operation of improvements and services shall be
identified, and the proportionate special benefit derived by each identified parcel shall be
determined in relationship to the entire costs of the maintenance and operation of
improvements. The 1972 Act, permits the establishment of assessment districts for the purpose
of providing certain public improvements which include the public lighting facilities, including
traffic signals.
Section 22573 of the 1972 Act requires that maintenance assessments must be levied
according to benefit rather than according to assessed value. This Section states:
The net amount to be assessed upon lands within an assessment district may be
apportioned by any formula or method which fairly distributes the net amount
among all assessable lots or parcels in proportion to the estimated benefit to be
received by each such lot or parcel from the improvements.
The determination of whether or not a lot or parcel will benefit from the
improvements shall be made pursuant to the Improvement Act of 1911 (Division
7 commencing with Section 5000) Hof the Streets and Highways Code, State of
California].
Section 22547 of the 1972 Act also permits the designation of zones of benefit within any
individual assessment district if "by reasons or variations in the nature, location, and extent of
the improvements, the various areas will receive different degrees of benefit from the
improvement".
Article XIII D, Section 4(a) of the California Constitution limits the amount of any assessment to
the proportional special benefit conferred on the property. Article XIII D also provides that
publicly owned properties must be assessed unless there is clear and convincing evidence that
those properties receive no special benefit from the assessment. Exempted from the
assessment would be the areas of public streets, public avenues, public lanes, public roads,
public drives, public courts, public alleys, public easements and rights-of-ways, public
greenbelts and public parkways.
The net amount to be assessed may be apportioned by any formula or method which fairly
distributes the net amount among all assessable lots or parcels. Proposition 218, approved by
the voters in November 1996, requires the City to separate general benefit from special benefit,
where only special benefit is assessed.
Street Lighting Maintenance District No. 3—City of Rancho Cucamonga 10
Fiscal Year 2021/22 ATTACHMENT#13
Special Benefit
The maintenance and servicing of the improvements within the District (which are described in
the Description of Improvements and Services Section of this report) are for the benefit of the
properties within the District, and as such confer a special and direct benefit to parcels within
the District by:
• improving the livability, safety, appearance, and desirability for properties within the
boundaries of the District, and
• ensuring that improvements do not reach a state of deterioration or disrepair so as to be
materially detrimental to properties within the District, and
• providing for safe vehicular and pedestrian access for properties within the District, and
• providing beautification and overall enhancement to properties within the District.
The abovellmentioned items affect the assessed property in a way that is particular and distinct
from their affect on other parcels and that real property in general and the public at large do not
share. They contribute to a specific enhancement of the properties within the District. Since
these improvements were installed and are maintained specifically for the properties within the
District; only properties within the District receive a special benefit and are assessed for said
maintenance.
Generaj,l Benefit
In addition to the special benefits received by parcels within the District, there are derivative
general benefits that are conferred on parcels outside the boundaries of the District which
include:
• the safety and visual enhancement of the area to persons or vehicles that may travel
through the District
However, it has been determined that these benefits are derivative and do not provide a direct
benefit to parcels outside of the district that are not being assessed.
Method of Assessment Spread
Each of the parcels within the District is deemed to receive special benefit from the
improvements. Each parcel that has a special benefit conferred upon it as a result of the
maintenance and operation of improvements are identified and the proportionate special benefit
derived by each identified parcel is determined in relationship to the entire costs of the
maintenance and operation of the improvements.
When the District was formed, Article XI II D and Proposition 218 had not yet been passed. Upon
the passage of Article XIII D and the subsequent passage of the Proposition Omnibus
Implementation Act, new rules were put into place. Due to the changes in legal requirements, as
Street Lighting Maintenance District No. 3—City of Rancho Cucamonga 11
Fiscal Year 2021/22 ATTACHMENT#13
property annexed to the District after the passage of the Assessment Law, the description of the
method of assessment became more refined; however, the assessment per parcel has
remained the same since Fiscal Year 1996/97. Further, no parcel included in the District
formation or annexations prior to when the language was refined, are now being levied
differently than they were at the time the District was formed or the parcels were annexed.
To assess special benefit appropriately, it is necessary to relate the different type of parcel
improvements to each other. The EBU method of apportionment uses the single-family home as
the basic unit of assessment.
A single-family home equals one Equivalent Dwelling Unit (EBU). Every other land-use is
converted to EBUs based on an assessment formula that equates to the property's specific
development status, type of development (land-use), and size of the property, as compared to a
single-family home. The following table provides the weighting factors applied to various land-
use types, as assigned by County use code, to determine each parcel's EBU assignment.
Land-Use Equivalent Dwelling Units
Property Type (County Use Code) EBU Value Multiplier
Single Family Residential 1.00 Parcel
Multi-Family Residential 1.00 Unit
Non-Residential 2.00 Acre
The use of the latest County Assessor's Secured Roll shall be the basis for the Property Type
determination and units/acreage assignments, unless better data is available to the City. In
addition, if any parcel within the District is identified by the County Auditor/Controller to be an
invalid parcel number for the current fiscal year, the Property Type and EBU assignment shall
be based on the correct parcel number and/or new parcel number(s) County use code and
subsequent property information. If a single parcel has changed to multiple parcels, the EBU
assignment and assessment amount applied to each of the new parcels will be recalculated
rather than spread the proportionate share of the original assessment.
The following table summarizes the Fiscal Year 2021/22 maximum allowable assessment rates
for the District:
Maximum
Allowable Actual
Assessment Asessment Rate Total
Property Type(County Use Code) Rate per EBU per EBU Units/Acres Total EBUs
Single Family Residential $47.15 $47.15 6,843.00 6,843.00
Multi-Family Residential 47.15 47.15 729.00 729.00
Non-Residential 4715 47.15 258.62 517.24
Street Lighting Maintenance District No. 3—City of Rancho Cucamonga 12
Fiscal Year 2021/22 ATTACHMENT#13
The total amount of maintenance and incidental costs for maintaining the street lights and traffic
signals is assessed to the individual parcels of real property within the District in proportion to
the special benefit received by such parcels of real property. The proposed individual
assessments are shown on the assessment roll in this report.
ASSESSMENT DIAGRAM
An Assessment Diagram for the District is shown on the following page. The lines and
dimensions of each lot or parcel within the District are those lines and dimensions shown on the
maps of the Assessor of the County San Bernardino, at the time this report was prepared, and
are incorporated by reference herein and made part of this Engineer's Report.
Street Lighting Maintenance District No. 3—City of Rancho Cucamonga 13
Fiscal Year 2021/22 ATTACHMENT#13
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ASSESSMENT ROLL AND ANNEXATIONS
Assessment Roll
The assessment roll is a listing of the assessment for Fiscal Year 2021/22 apportioned to each
lot or parcel, as shown on the last equalized roll of the Assessor of the County of San
Bernardino. The following table summarizes the Fiscal Year 2021/22 actual assessments for the
District:
Actual
Assessment Total
Property Type (County Use Code) Rate per EBU Units/Acres Total EBUs Total Assessment
Single Family Residential $47.15 6,843.00 6,843.00 $322,647.45
Multi-Family Residential 47.15 729.00 729.00 $34,372.35
Non-Reside6 ial 47.15 258.62 517.24 $24,387.87
Totals 7,830.62 8,089.24 $381,407.67
A copy of the full assessment roll is available for review in the City Clerk's office.
Annexa>ions
There were no effective annexations for Fiscal Year 2021/22.
Street Lighting Maintenance District No. 3—City of Rancho Cucamonga 15
Fiscal Year 2021/22 ATTACHMENT#13
Preliminary Annual Engineer's Report
Fiscal Year 2021/22
City of Rancho Cucamonga
Street Lighting Maintenance District No. 4
(Terra Vista Planned Community)
CITY OF RANCHO CUCAMONGA
STREET LIGHTING MAINTENANCE DISTRICT NO. 4
(TERRA VISTA PLANNED COMMUNITY)
10500 Civic Center Drive
Rancho Cucamonga, CA 91730
Phone: 909.477.2700
Fax: 909.477.2849
CITY COUNCIL
L. Dennis Michael, Mayor
Lynne B. Kennedy, Mayor Pro Tern
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Sam Spagnolo, Council Member
CITY STAFF
John R. Gillison, City Manager
Lori E. Sassoon, Deputy City Manager/Administrative Services
Jason C. Welday, Director of Engineering Services/City Engineer
William Wittkopf, Public Works Director
Tamara L. Oatman, Finance Director
TABLE OF CONTENTS
ENGINEER'S LETTER 1
INTRODUCTION 3
Reason for Assessment 3
Process for Annual Assessment 3
PLANS AND SPECIFICATIONS 4
Description of the Boundaries of the District 4
Description of Improvements and Services 4
Map of Improvements 5
ESTIMATE OF COSTS 7
District Budget 7
Definitions of Budget Items g
METHOD OF ASSESSMENT 10
Overview 10
Special Benefit 11
General Benefit 11
Method of Assessment Spread 11
ASSESSMENT DIAGRAM 13
ASSESSMENT ROLL AND ANNEXATIONS 15
Assessment Roll 15
Annexations 15
ENGINEER'S LETTER
WHEREAS, on July 7, 2021, the City Council of Rancho Cucamonga (the "City"), under
the Landscaping and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No.
21-xxx, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Street Light
Maintenance District No. 4(Terra Vista Planned Community) (the "District"); and
WHEREAS, the Resolution Initiating Proceedings directed the City Engineer to prepare
and file an Annual Engineer's Report for Fiscal Year 2021/22 pursuant to the requirements of
the 1972 Act. The Annual Engineer's Report presents the plans and specifications describing
the general nature, location and extent of the improvements to be maintained, an estimate of
the costs of the maintenance, operations and servicing of the improvements for the District for
the referenced fiscal year, a diagram for the District, showing the area and properties proposed
to be assessed, and an assessment of the estimated costs of the maintenance, operations and
servicing of the improvements, assessing the net amount upon all assessable lots and/or
parcels within the District in proportion to the special benefit received; and
NOW THEREFORE, the following assessment is proposed to be authorized in order to
pay for the acquisition of street lights, the installation of Light Emitting Diode (LED) street
lighting, and estimated costs of maintenance, operation and servicing of the improvements to be
paid by the assessable real property within the boundaries of the District in proportion to the
special benefit received. The following table summarizes the proposed assessment.
Fiscal Year
2021/22 Budget
Expenditures
Personnel Services $ 32,360
Operations and Maintenance 88,640
Debt Service 511,990
Transfer Out 20,410
Total Expenditures Budget 653,400
R venues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 164,740
Anticipated Prior Year Delinquencies Collection 730
Subtotal-Taxes 165,470
Other Revenues 6,350
Total Revenues Budget 171,820
Contribution to/(Use of) Fund Balance $ (481,580)
Total District EBU Count 5,745.78
Actual Assessment per EBU $ 28.96
Maximum Allowable Assement per EBU $ 28.96
Street Lighting Maintenance District No. 4—City of Rancho Cucamonga 1
Fiscal Year 2021/22 ATTACHMENT#14
In making the assessments contained herein pursuant to the 1972 Act:
1. I have identified all parcels which will have a special benefit conferred upon them from
the improvement described in the Special Benefit Section of this Annual Engineer's
Report (the "Specially Benefited Parcels"). For particulars as to the identification of said
parcels, reference is made to the Assessment Diagram, a copy of which is included in
this Annual Engineer's Report.
2. 1 have evaluated the costs and expenses of the improvements upon the Specially
Benefited Parcels. In making such evaluation:
a. The proportionate special benefit derived by each Specially Benefited Parcel
from the improvements was determined in relationship to the entirety of the
maintenance costs of the improvements;
b. No assessment has been imposed on any Specially Benefited Parcel which
exceeds the reasonable cost of the proportional special benefit conferred on
such parcel from the improvements; and
c. Any general benefits from the improvements have been separated from the
special benefits and only special benefits have been assessed.
I, the undersigned, respectfully submit the enclosed Annual Engineer's Report and, to the best
of my knowledge, information and belief, I certify that the Annual Engineer's Report and
Assessment Diagram included herein have been prepared and computed in accordance with
the order of the City Council of the City of Rancho Cucamonga and the Assessment Law.
Jason C. Welday, Director of Engineering Services/City Engineer
Street Lighting Maintenance District No. 4—City of Rancho Cucamonga 2
Fiscal Year 2021/22 ATTACHMENT#14
INTRODUCTION
Reason for Assessment
Approval of the assessment covered by this Engineer's Report will generate the revenue
necessary to:
Provide for the maintenance and servicing of the improvements described in this
Engineer's Report. Maintenance may include but is not limited to, all of the
following: the upkeep, repair, removal or replacement of all or any part of any
improvement. Servicing means the furnishing of electricity, gas or other
illuminating energy for the lighting or appurtenant facilities. This shall also
include material, vehicle, equipment, capital improvements, the installation of
LED street lighting, and administrative costs associated with the annual
adn;inistration and operation of the District.
Process) for Annual Assessment
The City cannot levy and collect annual assessments within the District without complying with
the procedures specified in the 1972 Act. On an annual basis, an Engineer's Report must be
prepared which contains a full and detailed description of the improvements, the boundaries of
the District and any zones therein, and the proposed assessments upon assessable lots and
parcels of land within the District.
The City Council must also adopt a resolution of intention which:
• Declares the intention of the City Council to levy and collect assessments within the
District for the fiscal year stated therein.
• Generally describes the existing and proposed improvements and any substantial
changes proposed to be made in existing improvements.
• Refers to the District by its distinctive designation and indicate the general location of the
District.
• Refers to the Engineer's Report, on file with the City Clerk, for a full and detailed
description of the improvements, the boundaries of the District and any zones therein,
and the proposed assessments upon assessable lots and parcels of land within the
District.
• Giyes notice of the time and place for public hearing by the City Council on the levy of
the proposed assessment.
• Stites whether the assessment is proposed to increase from the previous year.
If the assessments are to be levied in the same or lesser amounts than the maximum
assessment amount approved, the City Clerk shall give notice by causing the resolution of
intention to be published. Any interested person may, prior to the conclusion of the public
hearing, file a written protest which shall state all grounds of objection. The protest shall contain
a description sufficient to identify the property owned by the property owner filing the protest.
Street Lighting Maintenance District No. 4—City of Rancho Cucamonga
Fiscal Year 2021/22 ATTACHMENT#14
During the course or upon conclusion of the hearing, the City Council may order changes in any
of the matters provided in the report, including the improvements, to the zones within the
District, and the proposed diagram or the proposed assessment.
The City Council, upon conclusion of the public hearing must then adopt a resolution confirming
the diagram and assessment, either as originally proposed or as changed by it. The adoption of
the resolution shall constitute the levy of an assessment for the fiscal year referred to in the
assessment.
If the assessment to be levied exceeds the maximum assessment amount previously approved,
the City must comply with the procedures specified in Article XIII D and Proposition 218. The
voters in the State of California in November 1996 added Article XIII D to the California
Constitution imposing, among other requirements, the necessity for the City to conduct an
assessment ballot procedure to enable the owners of each property on which assessments are
proposed to be enacted or increased, the opportunity to express their support for, or opposition
to, the proposed assessment or increase in such assessment.
PLANS AND SPECIFICATIONS
The District provides for the administration, maintenance, operations, and servicing of various
improvements located within the public right-of-way and dedicated easements within the
boundaries of the District.
Description of the Boundaries of the District
The District is located in the City of Rancho Cucamonga, State of California. The boundaries of
the District are generally described as that area of the City known as the Terra Vista Planned
Community, which is located north of Foothill Blvd, west of Rochester Ave, east of Haven Ave,
south of Base Line Rd and includes the northeast corner of Base Line Rd and Haven Ave.
Reference is also made to the Assessment Diagram included in this Report.
Description of Improvements and Services
The improvements are the maintenance and servicing of street lights, traffic signals and
appurtenant facilities throughout the District. The maintenance and servicing includes, but is not
limited to, furnishing electric current for public lighting facilities including street lights and traffic
signals, and associated appurtenant facilities. Services include personnel, materials, contracting
services, utilities, and all necessary costs associated with the maintenance, replacement and
repair required to keep the improvements in operational and satisfactory condition. In addition, it
is the City's intention to continue to use cost effective materials, in order to lower expenses of
the District. In Fiscal Year 2017/18, the acquisition by the City of the street lights and installation
of LED street lighting specially benefiting the properties within the District has been added to the
improvements.
Street Lighting Maintenance District No. 4—City of Rancho Cucamonga 4
Fiscal Year 2021/22 ATTACHMENT#14
Map of Improvements
The following page shows the map of street light and traffic signal improvements to be
maintained using District funds.
Street Lighting Maintenance District No. 4—City of Rancho Cucamonga 5
Fiscal Year 2021/22 ATTACHMENT#14
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ESTIMATE OF COSTS
The estimated costs of administration, maintenance, operations, and servicing the
improvements as described in the Plans and Specifications are summarized below. Each year,
as part of the District levy calculation process, the costs and expenses are reviewed and the
annual costs are projected for the following fiscal year.
District Budget
Fiscal Year
2021/22 Budget
Expenditures
Personnel Services:
Regular Salaries $ 21,570
Fringe Benefits 10,790
Subtotal - Personnel 32,360
Ojperations and Maintenance:
Operations and Maintenance:
Training 190
Membership Dues 50
O & M/General 4,940
Equipment Operations and Maintenance 2,290
Contract Services 3,730
Subtotal - Operations and Maintenance 11,200
Utilities:
Electric Utilities 51,000
Assessment Administration 20,950
Admin./General Overhead 5,490
Subtotal - Operations and Maintenance 88,640
Debt Service:
Interest Expense 1,980
Principal Repayments 510,010
Subtotal - Debt Service 511,990
Transfer Out - General City Street Lights Fund 20,410
Total Expenditures Budget $ 653,400
Street Lighting Maintenance District No. 4—City of Rancho Cucamonga 7
Fiscal Year 2021/22 ATTACHMENT#14
Fiscal Year
2021/22 Budget
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies $ 164,740
Anticipated Prior Year Delinquencies Collection 730
Subtotal -Taxes 165,470
Other Revenues:
Interest Earnings 6,350
Total Revenues Budget 171,820
Contribution to/(Use of) Fund Balance $ (481,580)
Total Gross Estimated Assessments $ 166,397.79
Total District EBU Count 5,745.78
Actual Assessment per EBU- Fiscal Year 2021/22 $ 28.96
Maximum Allowable Assement per EBU- Fiscal Year 2021/22 $ 28.96
The maximum allowable assessment per Equivalent Benefit Unit (EBU) listed in the District
budget above, is the amount which was approved in Fiscal Year 1996/97 and subsequent
District annexations. Each year, prior to the assessments being placed on the tax roll, the City
will review the budget and determine the amount needed to maintain the improvements for the
upcoming fiscal year. The actual assessment per EBU will be based on the total amount of
funds needed to maintain the improvements in a satisfactory and healthy condition. The actual
assessment amount may be lower than the maximum allowable assessment; however, it may
not exceed the maximum unless the increase is approved by the property owners in accordance
with Proposition 218.
It is the intent of the City to maintain an Operating Reserve which shall not exceed the
estimated costs of maintenance and servicing of the improvements prior to December 10 of the
fiscal year, or when the City expects to receive its apportionment of special assessments and
tax collections from the County, whichever is later. The reserve balance information for the
District is as follows:
Operating Reserve
Estimated Reserve Fund Balance, June 30, 2021 $ 566,784
Contribution to/(Use of) Reserve- Fiscal Year 2021/22 (481,580)
Estimated Reserve Fund Balance, June 30, 2022 $ 85,204
Street Lighting Maintenance District No. 4—City of Rancho Cucamonga 8
Fiscal Year 2021/22 ATTACHMENT#14
Definitions of Budget Items
The following definitions describe the costs and expenses included in the District Budget:
Personnel Services: This item includes the costs attributed to the salaries of all full-time and
part-time employees dedicated to maintenance of the District improvements. Additionally, this
includes benefits available to City employees.
Operations and Maintenance: This item includes the costs of City staff to perform
maintenance duties within the boundaries of the District.
Utilities: This item includes the costs to furnish electricity and telephone services, as required,
for the operation and maintenance of the street lights, traffic signals, and appurtenant facilities
throughout the District.
Assessment Administration: This item includes the cost to all particular departments and
staff of the City, and consultants for providing the administration, coordination and management
of District services, operations, and incidental expenses related to the District. This item also
includes creation of an annual Engineer's Report, resolutions and placing the assessment
amounts onto the County tax roll each year, along with responding to any public inquiries and
future Proposition 218 balloting proceedings.
General Overhead: This item includes the costs of all central services departments of the City
for providing the coordination of District services, inspections, annual bid management,
responding to public concerns, public education, accounting, auditing and procedural matters
associated with the District. This item also includes an allocation for general City staff time for
administrative functions and systems that provide for a functional and operational District within
the City's administrative structure.
Capital Outlay: This item includes new improvements to further enhance the level and quality
of service provided within the boundaries of the District. This may include installation of safety
lights and other large improvements.
Debt Service: This item includes the repayment of interest and principal to the City Capital
Reserve Fund for the acquisition of street lights and installation of LED street lighting within the
District. In Fiscal Year 2021/22, the outstanding balance of the interfund loan will be partially
paid off.
Transfer Out - General City Street Lights Fund: This item includes the cost for the
replacement and installation of District owned street lights. These costs are incurred in the
General City Street Lights Fund and reimbursed by the District.
Street Lighting Maintenance District No. 4—City of Rancho Cucamonga 9
Fiscal Year 2021/22 ATTACHMENT#14
Other Revenues: This includes other revenues that are not levied through the annual
assessments that support the District operations. These other revenues may include: interest
earnings and Developer Energizing Fees.
METHOD OF ASSESSMENT
Overview
Pursuant to the 1972 Act and Article XIII D, all parcels that have a special benefit conferred
upon them as a result of the maintenance and operation of improvements and services shall be
identified, and the proportionate special benefit derived by each identified parcel shall be
determined in relationship to the entire costs of the maintenance and operation of
improvements. The 1972 Act, permits the establishment of assessment districts for the purpose
of providing certain public improvements which include the public lighting facilities, including
traffic signals.
Section 22573 of the 1972 Act requires that maintenance assessments must be levied
according to benefit rather than according to assessed value. This Section states:
The net amount to be assessed upon lands within an assessment district may be
apportioned by any formula or method which fairly distributes the net amount
among all assessable lots or parcels in proportion to the estimated benefit to be
received by each such lot or parcel from the improvements.
The determination of whether or not a lot or parcel will benefit from the
improvements shall be made pursuant to the Improvement Act of 1911 (Division
7 commencing with Section 5000) [of the Streets and Highways Code, State of
California].
Section 22547 of the 1972 Act also permits the designation of zones of benefit within any
individual assessment district if "by reasons or variations in the nature, location, and extent of
the improvements, the various areas will receive different degrees of benefit from the
improvement".
Article XIII D, Section 4(a) of the California Constitution limits the amount of any assessment to
the proportional special benefit conferred on the property. Article XIII D also provides that
publicly owned properties must be assessed unless there is clear and convincing evidence that
those properties receive no special benefit from the assessment. Exempted from the
assessment would be the areas of public streets, public avenues, public lanes, public roads,
public drives, public courts, public alleys, public easements and rights-of-ways, public
greenbelts and public parkways.
The net amount to be assessed may be apportioned by any formula or method which fairly
distributes the net amount among all assessable lots or parcels. Proposition 218, approved by
Street Lighting Maintenance District No. 4—City of Rancho Cucamonga 10
Fiscal Year 2021/22 ATTACHMENT#14
the voters in November 1996, requires the City to separate general benefit from special benefit,
where only special benefit is assessed.
Special Benefit
The maintenance and servicing of the improvements within the District (which are described in
the Description of Improvements and Services Section of this report) are for the benefit of the
properties within the District, and as such confer a special and direct benefit to parcels within
the District by:
• improving the livability, safety, appearance, and desirability for properties within the
boundaries of the District, and
• ensuring that improvements do not reach a state of deterioration or disrepair so as to be
materially detrimental to properties within the District, and
• providing for safe vehicular and pedestrian access for properties within the District, and
• providing beautification and overall enhancement to properties within the District.
The above)mentioned items affect the assessed property in a way that is particular and distinct
from their ffect on other parcels and that real property in general and the public at large do not
share. They contribute to a specific enhancement of the properties within the District. Since
these improvements were installed and are maintained specifically for the properties within the
District; only properties within the District receive a special benefit and are assessed for said
maintenance.
General Benefit
In addition to the special benefits received by parcels within the District, there are derivative
general benefits that are conferred on parcels outside the boundaries of the District which
include:
• then safety and visual enhancement of the area to persons or vehicles that may travel
through the District
However, it has been determined that these benefits are derivative and do not provide a direct
benefit to parcels outside of the district that are not being assessed.
Method of Assessment Spread
Each of the parcels within the District is deemed to receive special benefit from the
improvements. Each parcel that has a special benefit conferred upon it as a result of the
maintenance and operation of improvements are identified and the proportionate special benefit
derived by each identified parcel is determined in relationship to the entire costs of the
maintenance and operation of the improvements.
Street Lighting Maintenance District No. 4—City of Rancho Cucamonga 11
Fiscal Year 2021/22 ATTACHMENT#14
When the District was formed, Article XIII D and Proposition 218 had not yet been passed.
Upon the passage of Article XIII D and the subsequent passage of the Proposition Omnibus
Implementation Act, new rules were put into place. Due to the changes in legal requirements, as
property annexed to the District after the passage of the Assessment Law, the description of the
method of assessment became more refined; however, the assessment per parcel has
remained the same since Fiscal Year 1996/97. Further, no parcel included in the District
formation or annexations prior to when the language was refined, are now being levied
differently than they were at the time the District was formed or the parcels were annexed.
To assess special benefit appropriately, it is necessary to relate the different type of parcel
improvements to each other. The EBU method of apportionment uses the single-family home as
the basic unit of assessment.
A single-family home equals one Equivalent Dwelling Unit (EBU). Every other land-use is
converted to EBUs based on an assessment formula that equates to the property's specific
development status, type of development (land-use), and size of the property, as compared to a
single-family home. The following table provides the weighting factors applied to various land-
use types, as assigned by County use code, to determine each parcel's EBU assignment.
Land-Use Equivalent Dwelling Units
Property Type (County Use Code) EBU Value Multiplier
Single Family Residential 1.00 Parcel
Multi-Family Residential 0.50 Unit
Non-Residential 2.00 Acre
The use of the latest County Assessor's Secured Roll shall be the basis for the Property Type
determination and units/acreage assignments, unless better data is available to the City. In
addition, if any parcel within the District is identified by the County Auditor/Controller to be an
invalid parcel number for the current fiscal year, the Property Type and EBU assignment shall
be based on the correct parcel number and/or new parcel number(s) County use code and
subsequent property information. If a single parcel has changed to multiple parcels, the EBU
assignment and assessment amount applied to each of the new parcels will be recalculated
rather than spread the proportionate share of the original assessment.
The following table summarizes the Fiscal Year 2021/22 maximum allowable assessment rates
for the District:
Street Lighting Maintenance District No. 4—City of Rancho Cucamonga 12
Fiscal Year 2021/22 ATTACHMENT#14
Maximum
Allowable Actual
Assessment Asessment Rate Total
Property Type (County Use Code) Rate per EBU per EBU Units/Acres Total EBUs
Single Family Residential $28.96 $28.96 2,652.00 2,652.00
Multi-Family Residential 28.96 28.96 5,250.00 2,625.00
Non-Residential 28.96 28.96 234.39 468.78
The total amount of maintenance and incidental costs for maintaining the street lights and traffic
signals is assessed to the individual parcels of real property within the District in proportion to
the special benefit received by such parcels of real property. The proposed individual
assessments are shown on the assessment roll in this report.
ASSES,�J MENT DIAGRAM
An Assessment Diagram for the District is shown on the following page. The lines and
dimensions of each lot or parcel within the District are those lines and dimensions shown on the
maps of the Assessor of the County San Bernardino, at the time this report was prepared, and
are incorporated by reference herein and made part of this Engineer's Report.
Street Lighting Maintenance District No. 4—City of Rancho Cucamonga 13
Fiscal Year 2021/22 ATTACHMENT#14
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ASSESSMENT ROLL AND ANNEXATIONS
Assessment Roll
The assessment roll is a listing of the assessment for Fiscal Year 2021/22 apportioned to each
lot or parcel, as shown on the last equalized roll of the Assessor of the County of San
Bernardino. The following table summarizes the Fiscal Year 2021/22 actual assessments for the
District:
Actual
Assessment Total
Property Type (County Use Code) Rate per EBU Units/Acres Total EBUs Total Assessment
Single Family Residential $28.96 2,652.00 2,652.00 $76,801.92
Multi-Family Residential 28.96 5,250.00 2,625.00 76,020.00
Non-Residential 28.96 234.39 468.78 13,575.87
Totals 8,136.39 5,745.78 $166,397.79
A copy of the full assessment roll is available for review in the City Clerk's office.
Annexa ions
There wer� no effective annexations for Fiscal Year 2021/22.
Street Lighting Maintenance District No. 4—City of Rancho Cucamonga 15
Fiscal Year 2021/22 ATTACHMENT#14
Preliminary Annual Engineer's Report
Fiscal Year 2021/22
City of Rancho Cucamonga
Street Lighting Maintenance District No. 5
(Caryn Planned Community)
CITY OF RANCHO CUCAMONGA
STREET LIGHTING MAINTENANCE DISTRICT NO. 5
(CARYN PLANNED COMMUNITY)
10500 Civic Center Drive
Rancho Cucamonga, CA 91730
Phone: 909.477.2700
Fax: 909.477.2849
CITY COUNCIL
L. Dennis Michael, Mayor
Lynne B. Kennedy, Mayor Pro Tem
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Sam Spagnolo, Council Member
CITY STAFF
John R. Gillison, City Manager
Lori E. Sassoon, Deputy City Manager/Administrative Services
Jason C. Welday, Director of Engineering Services/City Engineer
William Wittkopf, Public Works Director
Tamara L. Oatman, Finance Director
TABLE OF CONTENTS
ENGINEER'S LETTER 1
INTRODUCTION 3
Reason for Assessment 3
Process for Annual Assessment 3
PLANS AND SPECIFICATIONS 4
Description of the Boundaries of the District 4
Description of Improvements and Services 4
Map of Improvements 5
ESTIMATE OF COSTS 7
District Budget 7
Definitions of Budget Items g
METHOD OF ASSESSMENT 10
Overview 10
Special Benefit 11
General Benefit 11
Method of Assessment Spread 11
ASSESSMENT DIAGRAM 13
ASSESSMENT ROLL AND ANNEXATIONS 15
Assessment Roll 15
Annexations 15
ENGINEER'S LETTER
WHEREAS, on July 7, 2021, the City Council of Rancho Cucamonga (the "City"), under
the Landscaping and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No.
21-xxx, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Street Light
Maintenance District No. 5 (Caryn Planned Community) (the"District"); and
WHEREAS, the Resolution Initiating Proceedings directed the City Engineer to prepare
and file an Annual Engineer's Report for Fiscal Year 2021/22 pursuant to the requirements of
the 1972 Act. The Annual Engineer's Report presents the plans and specifications describing
the general nature, location and extent of the improvements to be maintained, an estimate of
the costs of the maintenance, operations and servicing of the improvements for the District for
the referenced fiscal year, a diagram for the District, showing the area and properties proposed
to be assessed, and an assessment of the estimated costs of the maintenance, operations and
servicing of the improvements, assessing the net amount upon all assessable lots and/or
parcels within the District in proportion to the special benefit received; and
NOW THEREFORE, the following assessment is proposed to be authorized in order to
pay for the acquisition of street lights, the installation of Light Emitting Diode (LED) street
lighting, ar d estimated costs of maintenance, operation and servicing of the improvements to be
paid by thD assessable real property within the boundaries of the District in proportion to the
special bei iefit received. The following table summarizes the proposed assessment.
Fiscal Year
2021/22 Budget
Expenditures
Personnel Services $ 7,260
Operations and Maintenance 43,170
Transfer Out 9,690
Total Expenditures Budget 60,120
revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 43,710
Anticipated Prior Year Delinquencies Collection 490
Subtotal-Taxes 44,200
Transfer In- General Fund 28,920
Total Revenues Budget 73,120
Contribution to/(Use of) Fund Balance $ 13,000
Total District EBU Count 1,276.00
Actual Assessment per EBU $ 34.60
Maximum Allowable Assement per EBU $ 34.60
Street Lighting Maintenance District No. 5— City of Rancho Cucamonga 1
Fiscal Year 2021/22 ATTACHMENT#15
In making the assessments contained herein pursuant to the 1972 Act:
1. I have identified all parcels which will have a special benefit conferred upon them from
the improvement described in the Special Benefit Section of this Annual Engineer's
Report (the "Specially Benefited Parcels"). For particulars as to the identification of said
parcels, reference is made to the Assessment Diagram, a copy of which is included in
this Annual Engineer's Report.
2. 1 have evaluated the costs and expenses of the improvements upon the Specially
Benefitted Parcels. In making such evaluation:
a. The proportionate special benefit derived by each Specially Benefited Parcel
from the improvements was determined in relationship to the entirety of the
maintenance costs of the improvements;
b. No assessment has been imposed on any Specially Benefited Parcel which
exceeds the reasonable cost of the proportional special benefit conferred on
such parcel from the improvements; and
c. Any general benefits from the improvements have been separated from the
special benefits and only special benefits have been assessed.
I, the undersigned, respectfully submit the enclosed Annual Engineer's Report and, to the best
of my knowledge, information and belief, I certify that the Annual Engineer's Report, and
Assessment Diagram included herein have been prepared and computed in accordance with
the order of the City Council of the City of Rancho Cucamonga and the Assessment Law.
Jason C. Welday, Director of Engineering Services/City Engineer
Street Lighting Maintenance District No. 5—City of Rancho Cucamonga 2
Fiscal Year 2021/22 ATTACHMENT#15
INTRODUCTION
Reason for Assessment
Approval of the assessment covered by this Engineer's Report will generate the revenue
necessary to:
Provide for the maintenance and servicing of the improvements described in this
Engineer's Report. Maintenance may include but is not limited to, all of the
following: the upkeep, repair, removal or replacement of all or any part of any
improvement. Servicing means the furnishing of electricity, gas or other
illuminating energy for the lighting or appurtenant facilities. This shall also
include material, vehicle, equipment, capital improvements, the installation of
LED street lighting, and administrative costs associated with the annual
administration and operation of the District.
Process for Annual Assessment
The City c�nnot levy and collect annual assessments within the District without complying with
the procedures specified in the 1972 Act. On an annual basis, an Engineer's Report must be
prepared which contains a full and detailed description of the improvements, the boundaries of
the District and any zones therein, and the proposed assessments upon assessable lots and
parcels of land within the District.
The City Council must also adopt a resolution of intention which:
• Declares the intention of the City Council to levy and collect assessments within the
District for the fiscal year stated therein.
• Generally describes the existing and proposed improvements and any substantial
changes proposed to be made in existing improvements.
• Refers to the District by its distinctive designation and indicate the general location of the
District.
• Refers to the Engineer's Report, on file with the City Clerk, for a full and detailed
description of the improvements, the boundaries of the District and any zones therein,
and the proposed assessments upon assessable lots and parcels of land within the
District.
• Gives notice of the time and place for public hearing by the City Council on the levy of
the proposed assessment.
• Stapes whether the assessment is proposed to increase from the previous year.
If the assessments are to be levied in the same or lesser amounts than the maximum
assessment amount approved, the City Clerk shall give notice by causing the resolution of
intention to be published. Any interested person may, prior to the conclusion of the public
hearing, file a written protest which shall state all grounds of objection. The protest shall contain
a description sufficient to identify the property owned by the property owner filing the protest.
Street Lighting Maintenance District No. 5—City of Rancho Cucamonga 3
Fiscal Year 2021/22 ATTACHMENT#15
During the course or upon conclusion of the hearing, the City Council may order changes in any
of the matters provided in the report, including the improvements, to the zones within the
District, and the proposed diagram or the proposed assessment.
The City Council, upon conclusion of the public hearing must then adopt a resolution confirming
the diagram and assessment, either as originally proposed or as changed by it. The adoption of
the resolution shall constitute the levy of an assessment for the fiscal year referred to in the
assessment.
If the assessment to be levied exceeds the maximum assessment amount previously approved,
the City must comply with the procedures specified in Article XIII D and Proposition 218. The
voters in the State of California in November 1996 added Article XIII D to the California
Constitution imposing, among other requirements, the necessity for the City to conduct an
assessment ballot procedure to enable the owners of each property on which assessments are
proposed to be enacted or increased, the opportunity to express their support for, or opposition
to, the proposed assessment or increase in such assessment.
PLANS AND SPECIFICATIONS
The District provides for the administration, maintenance, operations, and servicing of various
improvements located within the public right-of-way and dedicated easements within the
boundaries of the District.
Description of the Boundaries of the District
The District is located in the City of Rancho Cucamonga. The boundaries of the District are
generally described as that area located north of the 210 Freeway, south of Banyan St, west of
Rochester Ave and east of Milliken Ave, also known as the Caryn Planned Community. The
boundaries also include Tract No. 13835 east of Rochester Ave and Tracts No. 13748, 13857
and 13858 west of Milliken Ave.
Reference is also made to the Assessment Diagram included in this Report.
Description of Improvements and Services
The improvements are the maintenance and servicing of street lights, traffic signals and
appurtenant facilities throughout the District. The maintenance and servicing includes, but is not
limited to, furnishing electric current for public lighting facilities including street lights and traffic
signals, and associated appurtenant facilities. Services include personnel, materials, contracting
services, utilities, and all necessary costs associated with the maintenance, replacement and
repair required to keep the improvements in operational and satisfactory condition. In addition, it
is the City's intention to continue to use cost effective materials, in order to lower expenses of
the District. In Fiscal Year 2017/18, the acquisition by the City of the street lights and installation
of LED street lighting specially benefiting the properties within the District has been added to the
improvements.
Street Lighting Maintenance District No. 5—City of Rancho Cucamonga 4
Fiscal Year 2021/22 ATTACHMENT#15
Map of Improvements
The following page shows the map of street light and traffic signal improvements to be
maintained using District funds.
Street Lighting Maintenance District No. 5—City of Rancho Cucamonga 5
Fiscal Year 2021/22 ATTACHMENT#15
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ESTIMATE OF COSTS
The estimated costs of administration, maintenance, operations, and servicing the
improvements as described in the Plans and Specifications are summarized below. Each year,
as part of the District levy calculation process, the costs and expenses are reviewed and the
annual costs are projected for the following fiscal year.
District Budget
Fiscal Year
2021/22 Budqet
Expenditures
Personnel Services:
Regular Salaries $ 4,840
Fringe Benefits 2,420
Subtotal - Personnel 7,260
Operations and Maintenance:
Operations and Maintenance:
Training 180
Membership Dues 50
Contract Services 1,770
O & M/General 8,990
Subtotal - Operations and Maintenance 10,990
Utilities:
Electric Utilities 24,000
Assessment Administration 6,670
Admin./General Overhead 1,510
Subtotal - Operations and Maintenance 43,170
Transfer Out - General Street Lights Fund 9,690
Total Expenditures Budget $ 60,120
Street Lighting Maintenance District No. 5—City of Rancho Cucamonga 7
Fiscal Year 2021/22 ATTACHMENT#15
Fiscal Year
2021/22 Budget
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies $ 43,710
Anticipated Prior Year Delinquencies Collection 490
Subtotal -Taxes 44,200
Transfer In
Transfer In - General Fund 28,920
Total Revenues Budget 73,120
Contribution to/(Use of) Fund Balance $ 13,000
Total Gross Estimated Assessments $ 44,149.60
Total District EBU Count 1,276.00
Actual Assessment per EBU- Fiscal Year 2021/22 $ 34.60
Maximum Allowable Assement per EBU- Fiscal Year 2021/22 $ 34.60
The maximum allowable assessment per Equivalent Benefit Unit (EBU) listed in the District
budget above, is the amount which was approved in Fiscal Year 1996/97 and subsequent
District annexations. Each year, prior to the assessments being placed on the tax roll, the City
will review the budget and determine the amount needed to maintain the improvements for the
upcoming fiscal year. The actual assessment per EBU will be based on the total amount of
funds needed to maintain the improvements in a satisfactory and healthy condition. The actual
assessment amount may be lower than the maximum allowable assessment; however, it may
not exceed the maximum unless the increase is approved by the property owners in accordance
with Proposition 218.
It is the intent of the City to maintain an Operating Reserve which shall not exceed the
estimated costs of maintenance and servicing of the improvements prior to December 10 of the
fiscal year, or when the City expects to receive its apportionment of special assessments and
tax collections from the County, whichever is later. The reserve balance information for the
District is as follows:
Operating Reserve
Estimated Reserve Fund Balance, June 30, 2021 $ (118,217)
Contribution to/(Use of) Reserve - Fiscal Year 2021/22 13,000
Estimated Reserve Fund Balance, June 30, 2022 $ (105,217)
Street Lighting Maintenance District No. 5—City of Rancho Cucamonga 8
Fiscal Year 2021/22 ATTACHMENT#15
Definitions of Budget Items
The following definitions describe the costs and expenses included in the District Budget:
Personnel Services: This item includes the costs attributed to the salaries of all full-time and
part-time employees dedicated to maintenance of the District improvements. Additionally, this
includes benefits available to City employees.
Operations and Maintenance: This item includes the costs of City staff to perform
maintenance duties within the boundaries of the District.
Utilities: This item includes the costs to furnish electricity and telephone services, as required,
for the operation and maintenance of the street lights, traffic signals, and appurtenant facilities
throughout',the District.
AssessmO nt Administration: This item includes the cost to all particular departments and
staff of the City, and consultants for providing the administration, coordination and management
of District services, operations, and incidental expenses related to the District. This item also
includes creation of an annual Engineer's Report, resolutions and placing the assessment
amounts onto the County tax roll each year, along with responding to any public inquiries and
future Proposition 218 balloting proceedings.
General Overhead: This item includes the costs of all central services departments of the City
for providing the coordination of District services, inspections, annual bid management,
responding to public concerns, public education, accounting, auditing and procedural matters
associated with the District. This item also includes an allocation for general City staff time for
administrative functions and systems that provide for a functional and operational District within
the City's administrative structure.
Capital Outlay: This item includes new improvements to further enhance the level and quality
of service provided within the boundaries of the District. This may include installation of safety
lights and other large improvements.
Debt Service: This item includes the repayment of interest and principal to the City Capital
Reserve Fund for the acquisition of street lights and installation of LED street lighting within the
District. In Fiscal Year 2021/22, the debt service has been suspended due to the structural
operating deficit and will be routinely monitored.
Transfer Out - General City Street Lights Fund: This item includes the cost for the
replacement and installation of District owned street lights. These costs are incurred in the
General City Street Lights Fund and reimbursed by the District.
Street Lighting Maintenance District No. 5—City of Rancho Cucamonga 9
Fiscal Year 2021/22 ATTACHMENT#15
Other Revenues: This includes other revenues that are not levied through the annual
assessments that support the District operations. These other revenues may include: interest
earnings and Developer Energizing Fees.
METHOD OF ASSESSMENT
Overview
Pursuant to the 1972 Act and Article XIII D, all parcels that have a special benefit conferred
upon them as a result of the maintenance and operation of improvements and services shall be
identified, and the proportionate special benefit derived by each identified parcel shall be
determined in relationship to the entire costs of the maintenance and operation of
improvements. The 1972 Act, permits the establishment of assessment districts for the purpose
of providing certain public improvements which include the public lighting facilities, including
traffic signals.
Section 22573 of the 1972 Act requires that maintenance assessments must be levied
according to benefit rather than according to assessed value. This Section states:
The net amount to be assessed upon lands within an assessment district may be
apportioned by any formula or method which fairly distributes the net amount
among all assessable lots or parcels in proportion to the estimated benefit to be
received by each such lot or parcel from the improvements.
The determination of whether or not a lot or parcel will benefit from the
improvements shall be made pursuant to the Improvement Act of 1911 (Division
7 commencing with Section 5000) [of the Streets and Highways Code, State of
California].
Section 22547 of the 1972 Act also permits the designation of zones of benefit within any
individual assessment district if "by reasons or variations in the nature, location, and extent of
the improvements, the various areas will receive different degrees of benefit from the
improvement'.
Article XIII D, Section 4(a) of the California Constitution limits the amount of any assessment to
the proportional special benefit conferred on the property. Article XIII D also provides that
publicly owned properties must be assessed unless there is clear and convincing evidence that
those properties receive no special benefit from the assessment. Exempted from the
assessment would be the areas of public streets, public avenues, public lanes, public roads,
public drives, public courts, public alleys, public easements and rights-of-ways, public
greenbelts and public parkways.
The net amount to be assessed may be apportioned by any formula or method which fairly
distributes the net amount among all assessable lots or parcels. Proposition 218, approved by
Street Lighting Maintenance District No. 5—City of Rancho Cucamonga 10
Fiscal Year 2021/22 ATTACHMENT#15
the voters in November 1996, requires the City to separate general benefit from special benefit,
where only special benefit is assessed.
Special Benefit
The maintenance and servicing of the improvements within the District (which are described in
the Description of Improvements and Services Section of this report) are for the benefit of the
properties within the District, and as such confer a special and direct benefit to parcels within
the District by:
• improving the livability, safety, appearance, and desirability for properties within the
boundaries of the District, and
• ensuring that improvements do not reach a state of deterioration or disrepair so as to be
materially detrimental to properties within the District, and
• providing for safe vehicular and pedestrian access for properties within the District, and
• providing beautification and overall enhancement to properties within the District.
The above,mentioned items affect the assessed property in a way that is particular and distinct
from their ffect on other parcels and that real property in general and the public at large do not
share. Th y contribute to a specific enhancement of the properties within the District. Since
these improvements were installed and are maintained specifically for the properties within the
District; only properties within the District receive a special benefit and are assessed for said
maintenance.
General Benefit
In addition to the special benefits received by parcels within the District, there are derivative
general benefits that are conferred on parcels outside the boundaries of the District which
include:
• the safety and visual enhancement of the area to persons or vehicles that may travel
through the District
However, it has been determined that these benefits are derivative and do not provide a direct
benefit to parcels outside of the district that are not being assessed.
Method of Assessment Spread
Each of the parcels within the District is deemed to receive special benefit from the
improvements. Each parcel that has a special benefit conferred upon it as a result of the
maintenance and operation of improvements are identified and the proportionate special benefit
Street Lighting Maintenance District No. 5—City of Rancho Cucamonga 11
Fiscal Year 2021/22 ATTACHMENT#15
derived by each identified parcel is determined in relationship to the entire costs of the
maintenance and operation of the improvements.
When the District was formed, Article XIII D and Proposition 218 had not yet been passed.
Upon the passage of Article XIII D and the subsequent passage of the Proposition Omnibus
Implementation Act, new rules were put into place. Due to the changes in legal requirements, as
property annexed to the District after the passage of the Assessment Law, the description of the
method of assessment became more refined, however, the assessment per parcel has
remained the same since Fiscal Year 1996/97. Further, no parcel included in the District
formation or annexations prior to when the language was refined, are now being levied
differently than they were at the time the District was formed or the parcels were annexed.
To assess special benefit appropriately, it is necessary to relate the different type of parcel
improvements to each other. The EBU method of apportionment uses the single-family home as
the basic unit of assessment.
A single-family home equals one EBU. The following table provides the weighting factors
applied by land-use types, as assigned by County use code, to determine each parcel's EBU
assignment.
Land-Use Equivalent Dwelling Units
Property Type (County Use Code) EBU Value Multiplier
Single Family Residential 1.00 Parcel
The use of the latest County Assessor's Secured Roll shall be the basis for the Property Type
determination and units/acreage assignments, unless better data is available to the City. In
addition, if any parcel within the District is identified by the County Auditor/Controller to be an
invalid parcel number for the current fiscal year, the Property Type and EBU assignment shall
be based on the correct parcel number and/or new parcel number(s) County use code and
subsequent property information. If a single parcel has changed to multiple parcels, the EBU
assignment and assessment amount applied to each of the new parcels will be recalculated
rather than spread the proportionate share of the original assessment.
The following table summarizes the Fiscal Year 2021/22 maximum allowable assessment rates
for the District:
Maximum
Allowable Actual
Assessment Asessment Rate Total
Property Type(County Use Code) Rate er EBU per EBU Units/Acres Total EBUs
Single Family Residential $34.60 $34.60 1,276.00 1,276.00
The total amount of maintenance and incidental costs for maintaining the street lights and traffic
signals is assessed to the individual parcels of real property within the District in proportion to
Street Lighting Maintenance District No. 5— City of Rancho Cucamonga 12
Fiscal Year 2021/22 ATTACHMENT#15
the special benefit received by such parcels of real property. The proposed individual
assessments are shown on the assessment roll in this report.
ASSESSMENT DIAGRAM
An Assessment Diagram for the District is shown on the following page. The lines and
dimensions of each lot or parcel within the District are those lines and dimensions shown on the
maps of the Assessor of the County San Bernardino, at the time this report was prepared, and
are incorporated by reference herein and made part of this Engineer's Report.
Street Lighting Maintenance District No. 5—City of Rancho Cucamonga 13
Fiscal Year 2021/22 ATTACHMENT#15
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ASSESSMENT ROLL AND ANNEXATIONS
Assessment RoH
The assessment roll is a listing of the assessment for Fiscal Year 2021/22 apportioned to each
lot or parcel, as shown on the last equalized roll of the Assessor of the County of San
Bernardino. The following table summarizes the Fiscal Year 2021/22 actual assessment for the
District:
Actual
Assessment Total
Property Type (County Use Code) Rate per EBU Units/Acres Total EBUs Total Assessment
Single Family Residential $34.60 1,276.00 1,276.00 $44,149.60
Totals 1,276.00 1,276.00 $44,149.60
A copy of the full assessment roll is available for review in the City Clerk's office.
Annexations
There were no effective annexations for Fiscal Year 2021/22.
Street Lighting Maintenance District No. 5— City of Rancho Cucamonga 15
Fiscal Year 2021/22 ATTACHMENT#15
Preliminary Annual Engineer's Report
Fiscal Year 2021/22
City of Rancho Cucamonga
Street Lighting Maintenance District No. 6
(Commercial Industrial)
CITY OF RANCHO CUCAMONGA
STREET LIGHTING MAINTENANCE DISTRICT NO. 6
(COMMERCIAL INDUSTRIAL)
10500 Civic Center Drive
Rancho Cucamonga, CA 91730
Phone: 909.477.2700
Fax: 909.477.2849
CITY COUNCIL
L. Dennis Michael, Mayor
Lynne B. Kennedy, Mayor Pro Tern
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Sam Spagnolo, Council Member
CITY STAFF
John R. Gillison, City Manager
Lori E. Sassoon, Deputy City Manager/Administrative Services
Jason C. Welday, Director of Engineering Services/City Engineer
William Wittkopf, Public Works Director
Tamara L. Oatman, Finance Director
TABLE OF CONTENTS
ENGINEER'S LETTER 1
INTRODUCTION 3
Reason for Assessment 3
Process for Annual Assessment 3
PLANS AND SPECIFICATIONS 4
Description of the Boundaries of the District 4
Description of Improvements and Services 4
Map of Improvements 5
ESTIMATE OF COSTS 7
District Budget 7
Definitions of Budget Items g
METHOD OF ASSESSMENT 10
Overview 10
Special Benefit 11
General Benefit 11
Method of Assessment Spread 11
ASSESSMENT DIAGRAM 13
ASSESSMENT ROLL AND ANNEXATIONS 15
Assessment Roll 15
Annexations 15
ENGINEER'S LETTER
WHEREAS, on July 7, 2021, the City Council of Rancho Cucamonga (the "City"), under
the Landscaping and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No.
21-xxx, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Street Light
Maintenance District No. 6 (Commercial Industrial) (the "District"); and
WHEREAS, the Resolution Initiating Proceedings directed the City Engineer to prepare
and file an Annual Engineer's Report for Fiscal Year 2021/22 pursuant to the requirements of
the 1972 Act. The Annual Engineer's Report presents the plans and specifications describing
the general nature, location and extent of the improvements to be maintained, an estimate of
the costs of the maintenance, operations and servicing of the improvements for the District for
the referenced fiscal year, a diagram for the District, showing the area and properties proposed
to be assessed, and an assessment of the estimated costs of the maintenance, operations and
servicing Of the improvements, assessing the net amount upon all assessable lots and/or
parcels wit iin the District in proportion to the special benefit received; and
NOW THEREFORE, the following assessment is proposed to be authorized in order to
pay for th a acquisition of street lights, the installation of Light Emitting Diode (LED) street
lighting, and estimated costs of maintenance, operation and servicing of the improvements to be
paid by the assessable real property within the boundaries of the District in proportion to the
special benefit received. The following table summarizes the proposed assessment.
Fiscal Year
2021/22 Budget
Expenditures
Personnel Services $ 32,360
Operations and Maintenance 68,360
Debt Service 480,860
Transfer Out 15,170
Total Expenditures Budget 596,750
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 134,580
Anticipated Prior Year Delinquencies Collection 1,610
Subtotal-Taxes 136,190
Other Revenues 5,500
Total Revenues Budget 141,690
Contribution to/(Use of) Fund Balance $ (455,060)
Total District EBU Count 2,644.67
Actual Assessment per EBU $ 51.40
Maximum Allowable Assement per EBU $ 51.40
Street Lighting Maintenance District No. 6—City of Rancho Cucamonga 1
Fiscal Year 2021/22 ATTACHMENT#16
In making the assessments contained herein pursuant to the 1972 Act:
1. I have identified all parcels which will have a special benefit conferred upon them from
the improvement described in the Special Benefit Section of this Annual Engineer's
Report (the "Specially Benefited Parcels"). For particulars as to the identification of said
parcels, reference is made to the Assessment Diagram, a copy of which is included in
this Annual Engineer's Report.
2. 1 have evaluated the costs and expenses of the improvements upon the Specially
Benefited Parcels. In making such evaluation:
a. The proportionate special benefit derived by each Specially Benefited Parcel
from the improvements was determined in relationship to the entirety of the
maintenance costs of the improvements;
b. No assessment has been imposed on any Specially Benefited Parcel which
exceeds the reasonable cost of the proportional special benefit conferred on
such parcel from the improvements; and
c. Any general benefits from the improvements have been separated from the
special benefits and only special benefits have been assessed.
I, the undersigned, respectfully submit the enclosed Annual Engineer's Report and, to the best
of my knowledge, information and belief, I certify that the Annual Engineer's Report and
Assessment Diagram included herein have been prepared and computed in accordance with
the order of the City Council of the City of Rancho Cucamonga and the Assessment Law.
Jason C. Welday, Director of Engineering Services/City Engineer
Street Lighting Maintenance District No. 6—City of Rancho.Cucamonga 2
Fiscal Year 2021/22 ATTACHMENT#16
INTRODUCTION
Reason for Assessment
Approval of the assessment covered by this Engineer's Report will generate the revenue
necessary to:
Provide for the maintenance and servicing of the improvements described in this
Engineer's Report. Maintenance may include but is not limited to, all of the
following: the upkeep, repair, removal or replacement of all or any part of any
improvement. Servicing means the furnishing of electricity, gas or other
illuminating energy for the lighting or appurtenant facilities. This shall also
include material, vehicle, equipment, capital improvements, the installation of
LED street lighting, and administrative costs associated with the annual
administration and operation of the District.
Process for Annual Assessment
The City cannot levy and collect annual assessments within the District without complying with
the procedures specified in the 1972 Act. On an annual basis, an Engineer's Report must be
prepared which contains a full and detailed description of the improvements, the boundaries of
the District and any zones therein, and the proposed assessments upon assessable lots and
parcels of'@nd within the District.
The City Council must also adopt a resolution of intention which:
• Declares the intention of the City Council to levy and collect assessments within the
District for the fiscal year stated therein.
• Generally describes the existing and proposed improvements and any substantial
changes proposed to be made in existing improvements.
• Refers to the District by its distinctive designation and indicate the general location of the
District.
• Refers to the Engineer's Report, on file with the City Clerk, for a full and detailed
description of the improvements, the boundaries of the District and any zones therein,
and the proposed assessments upon assessable lots and parcels of land within the
District.
• Gives notice of the time and place for public hearing by the City Council on the levy of
the proposed assessment.
• States whether the assessment is proposed to increase from the previous year.
If the assessments are to be levied in the same or lesser amounts than the maximum
assessment amount approved, the City Clerk shall give notice by causing the resolution of
intention to be published. Any interested person may, prior to the conclusion of the public
hearing, file a written protest which shall state all grounds of objection. The protest shall contain
a description sufficient to identify the property owned by the property owner filing the protest.
Street Lighting Maintenance District No. 6—City of Rancho Cucamonga 3
Fiscal Year 2021/22 ATTACHMENT#16
During the course or upon conclusion of the hearing, the City Council may order changes in any
of the matters provided in the report, including the improvements, to the zones within the
District, and the proposed diagram or the proposed assessment.
The City Council, upon conclusion of the public hearing must then adopt a resolution confirming
the diagram and assessment, either as originally proposed or as changed by it. The adoption of
the resolution shall constitute the levy of an assessment for the fiscal year referred to in the
assessment.
If the assessment to be levied exceeds the maximum assessment amount previously approved,
the City must comply with the procedures specified in Article XIII D and Proposition 218. The
voters in the State of California in November 1996 added Article XIII D to the California
Constitution imposing, among other requirements, the necessity for the City to conduct an
assessment ballot procedure to enable the owners of each property on which assessments are
proposed to be enacted or increased, the opportunity to, express their support for, or opposition
to the proposed assessment or increase in such assessment.
PLANS AND SPECIFICATIONS
The District provides for the administration, maintenance, operations, and servicing of various
improvements located within the public right-of-way and dedicated easements within the
boundaries of the District.
Description of the Boundaries of the District
The District is located in the City of Rancho Cucamonga, State of California. The boundaries of
the District are generally described as the commercial and industrial area of the City which is
generally bounded by Foothill Blvd on the north, 4th St on the south, East Ave on the east and
Grove Ave on the west.
Reference is also made to the Assessment Diagram included in this Report.
Description of Improvements and Services
The improvements are the maintenance and servicing of street lights, traffic signals and
appurtenant facilities throughout the District. The maintenance and servicing includes, but is not
limited to, furnishing electric current for public lighting facilities including street lights and traffic
signals, and associated appurtenant facilities. Services include personnel, materials, contracting
services, utilities, and all necessary costs associated with the maintenance, replacement and
repair required to keep the improvements in operational and satisfactory condition. In addition, it
is the City's intention to continue to use cost effective materials, in order to lower expenses of
the District. In Fiscal Year 2017/18, the acquisition by the City of the street lights and installation
of LED street lighting specially benefiting the properties within the District has been added to the
improvements.
Street Lighting Maintenance District No. 6—City of Rancho Cucamonga 4
Fiscal Year 2021/22 ATTACHMENT#16
Map of Improvements
The following page shows the map of street light and traffic signal improvements to be
maintained using District funds.
Street Lighting Maintenance District No. 6—City of Rancho Cucamonga 5
Fiscal Year 2021/22 ATTACHMENT#16
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ESTIMATE OF COSTS
The estimated costs of administration, maintenance, operations, and servicing the
improvements as described in the Plans and Specifications are summarized below. Each year,
as part of the District levy calculation process, the costs and expenses are reviewed and the
annual costs are projected for the following fiscal year.
District Budget
Fiscal Year
2021/22 Budget
x enditures
Personnel Services:
Regular Salaries $ 21,570
Fringe Benefits 10,790
Subtotal - Personnel 32,360
Operations and Maintenance:
Operations and Maintenance:
Training 180
Membership Dues 50
O & M/General 6,940
Equipment Operations and Maintenance 2,290
Contract Services 2,780
Subtotal - Operations and Maintenance 12,240
Utilities:
Electric Utilities 45,000
Assessment Administration 5,610
Admin./General Overhead 5,510
Subtotal -Operations and Maintenance 68,360
Debt Service:
Interest Expense 390
Principal Repayments 480,470
Subtotal - Debt Service 480,860
Transfer Out- General Street Lights Fund 15,170
Total Expenditures Budget $ 596,750
Street Lighting Maintenance District No. 6—City of Rancho Cucamonga 7
Fiscal Year 2021/22 ATTACHMENT#16
Fiscal Year
2021/22 Budget
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies $ 134,580
Anticipated Prior Year Delinquencies Collection 1,610
Subtotal -Taxes 136,190
Other Revenues:
Interest Earnings 5,500
Total Revenues Budget 141,690
Contribution to/(Use of) Fund Balance $ (455,060)
Total Gross Estimated Assessments $ 135,936.04
Total District EBU Count 2,644.67
Actual Assessment per EBU- Fiscal Year 2021/22 $ 51.40
Maximum Allowable Assement per EBU- Fiscal Year 2021/22 $ 51.40
The maximum allowable assessment per Equivalent Benefit Unit (EBU) listed in the District
budget above, is the amount which was approved in Fiscal Year 1996/97 and subsequent
District annexations. Each year, prior to the assessments being placed on the tax roll, the City
will review the budget and determine the amount needed to maintain the improvements for the
upcoming fiscal year. The actual assessment per EBU will be based on the total amount of
funds needed to maintain the improvements in a satisfactory and healthy condition. The actual
assessment amount may be lower than the maximum allowable assessment; however, it may
not exceed the maximum unless the increase is approved by the property owners in accordance
with Proposition 218.
It is the intent of the City to maintain an Operating Reserve which shall not exceed the
estimated costs of maintenance and servicing of the improvements prior to December 10 of the
fiscal year, or when the City expects to receive its apportionment of special assessments and
tax collections from the County, whichever is later. The reserve balance information for the
District is as follows:
Operating
Operating Reserve
Estimated Reserve Fund Balance, June 30, 2021 $ 497,835
Contribution to/(Use of) Reserve- Fiscal Year 2021/22 (455,060)
Estimated Reserve Fund Balance, June 30, 2022 $ 42,775
Street Lighting Maintenance District No. 6—City of Rancho Cucamonga 8
Fiscal Year 2021/22 ATTACHMENT#16
Definitions of Budget Items
The following definitions describe the costs and expenses included in the District Budget:
Personnel Services: This item includes the costs attributed to the salaries of all full-time and
part-time employees dedicated to maintenance of the District improvements. Additionally, this
includes benefits available to City employees.
Operations and Maintenance: This item includes the costs of City staff to perform
maintenance duties within the boundaries of the District.
Utilities: This item includes the costs to furnish electricity and telephone services, as required,
for the operation and maintenance of the street lights, traffic signals, and appurtenant facilities
throughout the District.
Assessment Administration: This item includes the cost to all particular departments and
staff of the'City, and consultants for providing the administration, coordination and management
of District services, operations, and incidental expenses related to the District. This item also
includes creation of an annual Engineer's Report, resolutions and placing the assessment
amounts onto the County tax roll each year, along with responding to any public inquiries and
future Proposition 218 balloting proceedings.
General Overhead: This item includes the costs of all central services departments of the City
for providing the coordination of District services, inspections, annual bid management,
responding to public concerns, public education, accounting, auditing and procedural matters
associated with the District. This item also includes an allocation for general City staff time for
administrative functions and systems that provide for a functional and operational District within
the City's administrative structure.
Capital Outlay: This item includes new improvements to further enhance the level and quality
of service provided within the boundaries of the District. This may include installation of safety
lights and other large improvements.
Debt Service: This item includes the repayment of interest and principal to the City Capital
Reserve Fund for the acquisition of street lights and installation of LED street lighting within the
District. In Fiscal Year 2021/22, the outstanding balance of the interfund loan will be paid off.
Transfer Out - General City Street Lights Fund: This item includes the cost for the
replacement and installation of District owned street lights. These costs are incurred in the
General City Street Lights Fund and reimbursed by the District.
Other Revenues: This includes other revenues that are not levied through the annual
assessments that support the District operations. These other revenues may include: interest
earnings and Developer Energizing Fees.
Street Lighting Maintenance District No. 6—City of Rancho Cucamonga 9
Fiscal Year 2021/22 ATTACHMENT#16
METHOD OF ASSESSMENT
Overview
Pursuant to the 1972 Act and Article XIII D, all parcels that have a special benefit conferred
upon them as a result of the maintenance and operation of improvements and services shall be
identified, and the proportionate special benefit derived by each identified parcel shall be
determined in relationship to the entire costs of the maintenance and operation of
improvements. The 1972 Act, permits the establishment of assessment districts for the purpose
of providing certain public improvements which include the public lighting facilities, including
traffic signals.
Section 22573 of the 1972 Act requires that maintenance assessments must be levied
according to benefit rather than according to assessed value. This Section states:
The net amount to be assessed upon lands within an assessment district may be
apportioned by any formula or method which fairly distributes the net amount
among all assessable lots or parcels in proportion to the estimated benefit to be
received by each such lot or parcel from the improvements.
The determination of whether or not a lot or parcel will benefit from the
improvements shall be made pursuant to the Improvement Act of 1911 (Division
7 commencing with Section 5000) [of the Streets and Highways Code, State of
California].
Section 22547 of the 1972 Act also permits the designation of zones of benefit within any
individual assessment district if "by reasons or variations in the nature, location, and extent of
the improvements, the various areas will receive different degrees of benefit from the
improvement".
Article XIII D, Section 4(a) of the California Constitution limits the amount of any assessment to
the proportional special benefit conferred on the property. Article XIII D also provides that
publicly owned properties must be assessed unless there is clear and convincing evidence that
those properties receive no special benefit from the assessment. Exempted from the
assessment would be the areas of public streets, public avenues, public lanes, public roads,
public drives, public courts, public alleys, public easements and rights-of-ways, public
greenbelts and public parkways.
The net amount to be assessed may be apportioned by any formula or method which fairly
distributes the net amount among all assessable lots or parcels. Proposition 218, approved by
the voters in November 1996, requires the City to separate general benefit from special benefit,
where only special benefit is assessed.
Street Lighting Maintenance District No. 6—City of Rancho Cucamonga 10
Fiscal Year 2021/22 ATTACHMENT#16
Special Benefit
The maintenance and servicing of the improvements within the District (which are described in
the Description of Improvements and Services Section of this report) are for the benefit of the
properties within the District, and as such confer a special and direct benefit to parcels within
the District by:
• improving the livability, safety, appearance, and desirability for properties within the
boundaries of the District, and
• ensuring that improvements do not reach a state of deterioration or disrepair so as to be
materially detrimental to properties within the District, and
• providing for safe vehicular and pedestrian access for properties within the District, and
• providing beautification and overall enhancement to properties within the District.
The above mentioned items affect the assessed property in a way that is particular and distinct
from their effect on other parcels and that real property in general and the public at large do not
share. They contribute to a specific enhancement of the properties within the District. Since
these improvements were installed and are maintained specifically for the properties within the
District; only properties within the District receive a special benefit and are assessed for said
maintenance.
General Benefit
In addition to the special benefits received by parcels within the District, there are derivative
general benefits that are conferred on parcels outside the boundaries of the District which
include:
• the safety and visual enhancement of the area to persons or vehicles that may travel
through the District
However, t has been determined that these benefits are derivative and do not provide a direct
benefit to arcels outside of the district that are not being assessed.
Method of Assessment Spread
Each of the parcels within the District is deemed to receive special benefit from the
improvements. Each parcel that has a special benefit conferred upon it as a result of the
maintenance and operation of improvements are identified and the proportionate special benefit
derived by each identified parcel is determined in relationship to the entire costs of the
maintenance and operation of the improvements.
When the District was formed, Article XIII D and Proposition 218 had not yet been passed.
Upon the passage of Article XIII D and the subsequent passage of the Proposition Omnibus
Implementation Act, new rules were put into place. Due to the changes in legal requirements, as
Street Lighting Maintenance District No. 6—City of Rancho Cucamonga 11
Fiscal Year 2021/22 ATTACHMENT#16
property annexed to the District after the passage of the Assessment Law, the description of the
method of assessment became more refined, however, the assessment per parcel has
remained the same since Fiscal Year 1996/97. Further, no parcel included in the District
formation or annexations prior to when the language was refined, are now being levied
differently than they were at the time the District was formed or the parcels were annexed.
To assess special benefit appropriately, it is necessary to relate the different type of parcel
improvements to each other. The EBU method of apportionment uses the single-family home as
the basic unit of assessment.
A single-family home equals one EBU. Every other land-use is converted to EBUs based on an
assessment formula that equates to the property's specific development status, type of
development (land-use), and size of the property, as compared to a single-family home. The
following table provides the weighting factors applied to various land-use types, as assigned by
County use code, to determine each parcel's EBU assignment.
Land-Use Equivalent Dwelling Units
Property Type (County Use Code) EBU Value Multiplier
Non-Residential 1.00 Acre
The use of the latest County Assessor's Secured Roll shall be the basis for the Property Type
determination and units/acreage assignments, unless better data is available to the City. In
addition, if any parcel within the District is identified by the County Auditor/Controller to be an
invalid parcel number for the current fiscal year, the Property Type and EBU assignment shall
be based on the correct parcel number and/or new parcel number(s) County use code and
subsequent property information. If a single parcel has changed to multiple parcels, the EBU
assignment and assessment amount applied to each of the new parcels will be recalculated
rather than spread the proportionate share of the original assessment.
The following table summarizes the Fiscal Year 2021/22 maximum allowable assessment rate
for the District:
Maximum
Allowable Actual
Assessment Asessment Rate Total
Property Type(County Use Code) Rate per EBU per EBU Units/Acres Total EBUs
Non-Residential $51.40 $51.40 2,644.67 2,644.67
The total amount of maintenance and incidental costs for maintaining the streetlights and traffic
signals is assessed to the individual parcels of real property within the District in proportion to
the special benefit received by such parcels of real property. The proposed individual
assessments are shown on the assessment roll in this report.
Street Lighting Maintenance District No. 6—City of Rancho Cucamonga 12
Fiscal Year 2021/22 ATTACHMENT#16
ASSESSMENT DIAGRAM
An Assessment Diagram for the District is shown on the following page. The lines and
dimensions of each lot or parcel within the District are those lines and dimensions shown on the
maps of the Assessor of the County San Bernardino, at the time this report was prepared, and
are incorporated by reference herein and made part of this Engineer's Report.
Street Lighting Maintenance District No. 6—City of Rancho Cucamonga 13
Fiscal Year 2021/22 ATTACHMENT#16
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ASSESSMENT ROLL AND ANNEXATIONS
Assessment Roll
The assessment roll is a listing of the assessment for Fiscal Year 2021/22 apportioned to each
lot or parcel, as shown on the last equalized roll of the Assessor of the County of San
Bernardino. The following table summarizes the Fiscal Year 2021/22 actual assessment for the
District:
Actual
Assessment Total
Property Type (County Use Code) Rate per EBU Units/Acres Total EBUs Total Assessment
Non-Residential $51.40 2,644.67 2,644.67 $135,936.04
Totals 2,644.671 2,644.671 $135,936.04
A copy of the full assessment roll is available for review in the City Clerk's office.
Annexations
The following annexations are effective for Fiscal Year 2021/22:
Annexation Total Units/
Apn Date Project Name Acres Total EBUs Property Type
0209-251-10 -- 03/05/20 DRC2018-00711 4.60 4.60 CO/IND
0209-013-13 14 09/16/20 DRC2018-00430 1.56 1.56 CO/IND
0207-262-2835,36,41,
42,45 and 46 11/04/20 DRC2018-00912 11.11 11.11 CO/IND
0209-211-24 12/02/20 DRC2018-00529 13.45 13.45 CO/IND
Street Lighting Maintenance District No. 6—City of Rancho Cucamonga 15
Fiscal Year 2021/22 ATTACHMENT#16
Preliminary Annual Engineer's Report
Fiscal Year 2021/22
City of Rancho Cucamonga
Street Lighting Maintenance District No. 7
(North Etiwanda)
CITY OF RANCHO CUCAMONGA
STREET LIGHTING MAINTENANCE DISTRICT NO. 7
(NORTH ETIWANDA)
10500 Civic Center Drive
Rancho Cucamonga, CA 91730
Phone: 909.477.2700
Fax: 909.477.2849
CITY COUNCIL
L. Dennis Michael, Mayor
Lynne B. Kennedy, Mayor Pro Tern
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Sam Spagnolo, Council Member
CITY STAFF
John R. Gillison, City Manager
Lori E. Sassoon, Deputy City Manager/Administrative Services
Jason C. Welday, Director of Engineering Services/City Engineer
William Wittkopf, Public Works Director
Tamara L. Oatman, Finance Director
TABLE OF CONTENTS
ENGINEER'S LETTER 1
INTRODUCTION 3
Reason for Assessment 3
Process for Annual Assessment 3
PLANS AND SPECIFICATIONS 4
Description of the Boundaries of the District 4
Description of Improvements and Services 4
Map of Improvements 5
ESTIMATE OF COSTS 7
District Budget 7
Definitions of Budget Items g
METHOD OF ASSESSMENT 10
Overview 10
Special Benefit 11
General Benefit 11
Method of Assessment Spread 11
ASSESSMENT DIAGRAM 13
ASSESSMENT ROLL AND ANNEXATIONS 15
Assessment Roll 15
Annexations 15
ENGINEER'S LETTER
WHEREAS, on July 7
., 2021, the City Council of Rancho Cucamonga (the "City"), under the Landscaping and
Lighting Act of 1972 (the "1972 Act") adopted its Resolution No.
21-xxx, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Street Light
Maintenance District No. 7 (North Etiwanda) (the"District"); and
WHEREAS, the Resolution Initiating Proceedings directed the City Engineer to prepare
and file an Annual Engineer's Report for Fiscal Year 2021/22 pursuant to the requirements of
the 1972 Act. The Annual Engineer's Report presents the plans and specifications describing
the general nature, location and extent of the improvements to be maintained, an estimate of
the costs of the maintenance, operations and servicing of the improvements for the District for
the referenced fiscal year, a diagram for the District, showing the area and properties proposed
to be assessed, and an assessment of the estimated costs of the maintenance, operations and
servicing of the improvements, assessing the net amount upon all assessable lots and/or
parcels within the District in proportion to the special benefit received; and
NOW THEREFORE, the following assessment is proposed to be authorized in order to
pay for the acquisition of street lights, the installation of Light Emitting Diode (LED) street
lighting, and estimated costs of maintenance, operation and servicing of the improvements to be
paid by the assessable real property within the boundaries of the District in proportion to the
special benefit received. The following table summarizes the proposed assessment.
Fiscal Year
2021/22 Budget
Expenditures
Personnel Services $ 23,040
Operations and Maintenance 106,990
Transfer Out 30,720
Total Expenditures Budget 160,750
�levenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies 128,820
Anticipated Prior Year Delinquencies Collection 1,610
Subtotal-Taxes 130,430
Other Revenues 2,070
Transfers In 29,400
Total Revenues Budget 161,900
Contribution to/(Use of) Fund Balance $ 1,150
Total District EBU Count 3,905.00
Actual Assessment per EBU $ 33.32
Maximum Allowable Assement per EBU $ 33.32
Street Lighting Maintenance District No. 7—City of Rancho Cucamonga 1
Fiscal Year 2021/22 ATTACHMENT#17
In making the assessments contained herein pursuant to the 1972 Act:
1. I have identified all parcels which will have a special benefit conferred upon them from
the improvement described in the Special Benefit Section of this Annual Engineer's
Report (the "Specially Benefited Parcels"). For particulars as to the identification of said
parcels, reference is made to the Assessment Diagram, a copy of which is included in
this Annual Engineer's Report.
2. 1 have evaluated the costs and expenses of the improvements upon the Specially
Benefitted Parcels. In making such evaluation:
a. The proportionate special benefit derived by each Specially Benefited Parcel
from the improvements was determined in relationship to the entirety of the
maintenance costs of the improvements;
b. No assessment has been imposed on any Specially Benefited Parcel which
exceeds the reasonable cost of the proportional special benefit conferred on
such parcel from the improvements; and
c. Any general benefits from the improvements have been separated from the
special benefits and only special benefits have been assessed.
I, the undersigned, respectfully submit the enclosed Annual Engineer's Report and, to the best
of my knowledge, information and belief, I certify that the Annual Engineer's Report and
Assessment Diagram included herein have been prepared and computed in accordance with
the order of the City Council of the City of Rancho Cucamonga and the Assessment Law.
Jason C. Welday, Director of Engineering Services/City Engineer
Street Lighting Maintenance District No. 7— City of Rancho Cucamonga 2
Fiscal Year 2021/22 ATTACHMENT#17
INTRODUCTION
Reason for Assessment
Approval of the assessment covered by this Engineer's Report will generate the revenue
necessary to:
Provide for the maintenance and servicing of the improvements described in this
Engineer's Report. Maintenance may include but is not limited to, all of the
following: the upkeep, repair, removal or replacement of all or any part of any
improvement. Servicing means the furnishing of electricity, gas or other
illuminating energy for the lighting or appurtenant facilities. This shall also
include material, vehicle, equipment, capital improvements, the installation of
LED street lighting, and administrative costs associated with the annual
administration and operation of the District.
Process' for Annual Assessment
The City cannot levy and collect annual assessments within the District without complying with
the procedures specified in the 1972 Act. On an annual basis, an Engineer's Report must be
prepared which contains a full and detailed description of the improvements, the boundaries of
the District and any zones therein, and the proposed assessments upon assessable lots and
parcels of Iand within the District.
The City Council must also adopt a resolution of intention which:
• Declares the intention of the City Council to levy and collect assessments within the
District for the fiscal year stated therein.
• Generally describes the existing and proposed improvements and any substantial
changes proposed to be made in existing improvements.
• Refers to the District by its distinctive designation and indicate the general location of the
District.
• Refers to the Engineer's Report, on file with the City Clerk, for a full and detailed
description of the improvements, the boundaries of the District and any zones therein,
and the proposed assessments upon assessable lots and parcels of land within the
District.
• Gives notice of the time and place for public hearing by the City Council on the levy of
the proposed assessment.
• States whether the assessment is proposed to increase from the previous year.
If the assessments are to be levied in the same or lesser amounts than the maximum
assessment amount approved, the City Clerk shall give notice by causing the resolution of
intention to be published. Any interested person may, prior to the conclusion of the public
hearing, file a written protest which shall state all grounds of objection. The protest shall contain
a description sufficient to identify the property owned by the property owner filing the protest.
Street Lighting Maintenance District No. 7—City of Rancho Cucamonga 3
Fiscal Year 2021/22 ATTACHMENT#17
During the course or upon conclusion of the hearing, the City Council may order changes in any
of the matters provided in the report, including the improvements, to the zones within the
District, and the proposed diagram or the proposed assessment.
The City Council, upon conclusion of the public hearing must then adopt a resolution confirming
the diagram and assessment, either as originally proposed or as changed by it. The adoption of
the resolution shall constitute the levy of an assessment for the fiscal year referred to in the
assessment.
If the assessment to be levied exceeds the maximum assessment amount previously approved,
the City must comply with the procedures specified in Article XIII D and Proposition 218. The
voters in the State of California in November 1996 added Article XIII D to the California
Constitution imposing, among other requirements, the necessity for the City to conduct an
assessment ballot procedure to enable the owners of each property on which assessments are
proposed to be enacted or increased, the opportunity to express their support for, or opposition
to, the proposed assessment or increase in such assessment.
PLANS AND SPECIFICATIONS
The District provides for the administration, maintenance, operations, and servicing of various
improvements located within the public right-of-way and dedicated easements within the
boundaries of the District.
Description of the Boundaries of the District
The District is located in the City of Rancho Cucamonga, State of California. The boundaries of
the District are generally described as that area of the City known as North Etiwanda, which is
generally bounded by Highland Ave on the south, Day Creek Channel on the west and City
limits on the east and north.
Reference is also made to the Assessment Diagram included in this Report.
Description of Improvements and Services
The improvements are the maintenance and servicing of street lights, traffic signals and
appurtenant facilities throughout the District. The maintenance and servicing includes, but is not
limited to, furnishing electric current for public lighting facilities including street lights and traffic
signals, and associated appurtenant facilities. Services include personnel, materials, contracting
services, utilities, and all necessary costs associated with the maintenance, replacement and
repair required to keep the improvements in operational and satisfactory condition. In addition, it
is the City's intention to continue to use cost effective materials, in order to lower expenses of
the District. In Fiscal Year 2017/18, the acquisition by the City of the street lights and installation
of LED street lighting specially benefiting the properties within the District has been added to the
improvements.
Street Lighting Maintenance District No. 7—City of Rancho Cucamonga 4
Fiscal Year 2021/22 ATTACHMENT#17
May of Improvements
The following page shows the map of street light and traffic signal improvements to be
maintained using District funds.
Street Lighting Maintenance District No. 7—City of Rancho Cucamonga 5
Fiscal Year 2021/22 ATTACHMENT#17
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Street Lighting Maintenance District No. 7— City of Rancho Cucamonga 6
Fiscal Year 2021/22 ATTACHMENT#17
ESTIMATE OF COSTS
The estimated costs of administration, maintenance, operations, and servicing the
improvements as described in the Plans and Specifications are summarized below. Each year,
as part of the District levy calculation process, the costs and expenses are reviewed and the
annual costs are projected for the following fiscal year.
District Budget
Fiscal Year
2021/22 Budget
Expenditures
Personnel Services:
Regular Salaries $ 15,360
Fringe Benefits 7,680
Subtotal - Personnel 23,040
Operations and Maintenance:
Operations and Maintenance:
Training 180
Membership Dues 50
O & M/General 4,940
Contract Services 5,630
Subtotal - Operations and Maintenance 10,800
Utilities:
Electric Utilities 72,000
Assessment Administration 20,370
Admin./General Overhead 3,820
Subtotal - Operations and Maintenance 106,990
Transfer Out-General Street Lights Fund 30,720
Total Expenditures Budget $ 160,750
Street Lighting Maintenance District No. 7—City of Rancho Cucamonga 7
Fiscal Year 2021/22 ATTACHMENT#17
Fiscal Year
2021/22 Budget
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies $ 128,820
Anticipated Prior Year Delinquencies Collection 1,610
Subtotal -Taxes 130,430
Other Revenues:
Interest Earnings 2,070
Transfer In:
Transfer In - General Fund 29,400
Total Revenues Budget 161,900
Contribution to/(Use of) Fund Balance $ 1,150
Total Gross Estimated Assessments $ 130,114.60
Total District EBU Count 3,905.00
Actual Assessment per EBU - Fiscal Year 2021/22 $ 33.32
Maximum Allowable Assement per EBU - Fiscal Year 2021/22 $ 33.32
The maximum allowable assessment per Equivalent Benefit Unit (EBU) listed in the District
budget above, is the amount which was approved in Fiscal Year 1996/97 and subsequent
District annexations. Each year, prior to the assessments being placed on the tax roll, the City
will review the budget and determine the amount needed to maintain the improvements for the
upcoming fiscal year. The actual assessment per EDU will be based on the total amount of
funds needed to maintain the improvements in a satisfactory and healthy condition. The actual
assessment amount may be lower than the maximum allowable assessment; however, it may
not exceed the maximum unless the increase is approved by the property owners in accordance
with Proposition 218.
It is the intent of the City to maintain an Operating Reserve which shall not exceed the
estimated costs of maintenance and servicing of the improvements prior to December 10 of the
fiscal year, or when the City expects to receive its apportionment of special assessments and
tax collections from the County, whichever is later. The reserve balance information for the
District is as follows:
Operating Reserve
Estimated Reserve Fund Balance, June 30, 2021 $ 179,702
Contribution to/(Use of) Reserve - Fiscal Year 2021/22 1,150
Estimated Reserve Fund Balance, June 30, 2022 $ 180,852
Street Lighting Maintenance District No. 7—City of Rancho Cucamonga 8
Fiscal Year 2021/22 ATTACHMENT#17
Definitions of Budget Items
The following definitions describe the costs and expenses included in the District Budget:
Personnel Services: This item includes the costs attributed to the salaries of all full-time and
part-time employees dedicated to maintenance of the District improvements. Additionally, this
includes benefits available to City employees.
Operations and Maintenance: This item includes the costs of City staff to perform
maintenance duties within the boundaries of the District.
Utilities: This item includes the costs to furnish electricity and telephone services, as required,
for the operation and maintenance of the street lights, traffic signals, and appurtenant facilities
throughout,the District.
Assessment Administration: This item includes the cost to all particular departments and
staff of the City, and consultants for providing the administration, coordination and management
of District services, operations, and incidental expenses related to the District. This item also
includes creation of an annual Engineer's Report, resolutions and placing the assessment
amounts onto the County tax roll each year, along with responding to any public inquiries and
future Proposition 218 balloting proceedings.
General Overhead: This item includes the costs of all central services departments of the City
for providing the coordination of District services, inspections, annual bid management,
responding to public concerns, public education, accounting, auditing and procedural matters
associated with the District. This item also includes an allocation for general City staff time for
administrative functions and systems that provide for a functional and operational District within
the City's administrative structure.
Capital Outlay: This item includes new improvements to further enhance the level and quality
of service provided within the boundaries of the District. This may include installation of safety
lights and other large improvements.
Debt Service: This item includes the repayment of interest and principal to the City Capital
Reserve Fund for the acquisition of street lights and installation of LED street lighting within the
District. In Fiscal Year 2021/22, the debt service has been suspended due to the structural
operating deficit and will be routinely monitored.
Transfer Out - General City Street Lights Fund: This item includes the cost for the
replacement and installation of District owned street lights. These costs are incurred in the
General City Street Lights Fund and reimbursed by the District.
Street Lighting Maintenance District No. 7—City of Rancho Cucamonga 9
Fiscal Year 2021/22 ATTACHMENT#17
Other Revenues: This includes other revenues that are not levied through the annual
assessments that support the District operations. These other revenues may include: interest
earnings and Developer Energizing Fees.
METHOD OF ASSESSMENT
Overview
Pursuant to the 1972 Act and Article XIII D, all parcels that have a special benefit conferred
upon them as a result of the maintenance and operation of improvements and services shall be
identified, and the proportionate special benefit derived by each identified parcel shall be
determined in relationship to the entire costs of the maintenance and operation of
improvements. The 1972 Act, permits the establishment of assessment districts for the purpose
of providing certain public improvements which include the public lighting facilities, including
traffic signals.
Section 22573 of the 1972 Act requires that maintenance assessments must be levied
according to benefit rather than according to assessed value. This Section states:
The net amount to be assessed upon lands within an assessment district may be
apportioned by any formula or method which fairly distributes the net amount
among all assessable lots or parcels in proportion to the estimated benefit to be
received by each such lot or parcel from the improvements.
The determination of whether or not a lot or parcel will benefit from the
improvements shall be made pursuant to the Improvement Act of 1911 (Division
7 commencing with Section 5000) [of the Streets and Highways Code, State of
California].
Section 22547 of the 1972 Act also permits the designation of zones of benefit within any
individual assessment district if "by reasons or variations in the nature, location, and extent of
the improvements, the various areas will receive different degrees of benefit from the
improvement".
Article XIII D, Section 4(a) of the California Constitution limits the amount of any assessment to
the proportional special benefit conferred on the property. Article XIII D also provides that
publicly owned properties must be assessed unless there is clear and convincing evidence that
those properties receive no special benefit from the assessment. Exempted from the
assessment would be the areas of public streets, public avenues, public lanes, public roads,
public drives, public courts, public alleys, public easements and rights-of-ways, public
greenbelts and public parkways.
The net amount to be assessed may be apportioned by any formula or method which fairly
distributes the net amount among all assessable lots or parcels. Proposition 218, approved by
Street Lighting Maintenance District No. 7—City of Rancho Cucamonga 10
Fiscal Year 2021/22 ATTACHMENT#17
the voters in November 1996, requires the City to separate general benefit from special benefit,
where only special benefit is assessed.
Special Benefit
The maintenance and servicing of the improvements within the District (which are described in
the Description of Improvements and Services Section of this report) are for the benefit of the
properties within the District, and as such confer a special and direct benefit to parcels within
the District by:
• improving the livability, safety, appearance, and desirability for properties within the
boundaries of the District, and
• ensuring that improvements do not reach a state of deterioration or disrepair so as to be
materially detrimental to properties within the District, and
• providing for safe vehicular and pedestrian access for properties within the District, and
• providing beautification and overall enhancement to properties within the District.
The above mentioned items affect the assessed property in a way that is particular and distinct
from their effect on other parcels and that real property in general and the public at large do not
share. They contribute to a specific enhancement of the properties within the District. Since
these improvements were installed and are maintained specifically for the properties within the
District; only properties within the District receive a special benefit and are assessed for said
maintenance.
General Benefit
In addition to the special benefits received by parcels within the District, there are derivative
general benefits that are conferred on parcels outside the boundaries of the District which
include:
• they safety and visual enhancement of the area to persons or vehicles that may travel
through the District
However, it has been determined that these benefits are derivative and do not provide a direct
benefit to parcels outside of the district that are not being assessed.
Method of Assessment Spread
Each of the parcels within the District is deemed to receive special benefit from the
improvements. Each parcel that has a special benefit conferred upon it as a result of the
maintenance and operation of improvements are identified and the proportionate special benefit
derived by each identified parcel is determined in relationship to the entire costs of the
maintenance and operation of the improvements.
Street Lighting Maintenance District No. 7—City of Rancho Cucamonga 11
Fiscal Year 2021/22 ATTACHMENT#17
When the District was formed, Article XIII D and Proposition 218 had not yet been passed.
Upon the passage of Article XIII D and the subsequent passage of the Proposition Omnibus
Implementation Act, new rules were put into place. Due to the changes in legal requirements, as
property annexed to the District after the passage of the Assessment Law, the description of the
method of assessment became more refined; however, the assessment per parcel has
remained the same since Fiscal Year 1996/97. Further, no parcel included in the District
formation or annexations prior to when the language was refined, are now being levied
differently than they were at the time the District was formed or the parcels were annexed.
To assess special benefit appropriately, it is necessary to relate the different type of parcel
improvements to each other. The Equivalent Dwelling Unit ("EDU") method of apportionment
uses the single-family home as the basic unit of assessment.
A single-family home equals one Equivalent Dwelling Unit (EDU). Every other land-use is
converted to EDUs based on an assessment formula that equates to the property's specific
development status, type of development (land-use), and size of the property, as compared to a
single-family home. The following table provides the weighting factors applied to various land-
use types, as assigned by County use code, to determine each parcel's EDU assignment.
Land-Use Equivalent Dwelling Units
Property Type (County Use Code) EBU Value Multiplier
Single Family Residential 1.00 Parcel
Multi-Family Residential 0.50 Unit
Non-Residential 1 2.00 Acre
The use of the latest County Assessor's Secured Roll shall be the basis for the Property Type
determination and units/acreage assignments, unless better data is available to the City. In
addition, if any parcel within the District is identified by the County Auditor/Controller to be an
invalid parcel number for the current fiscal year, the Property Type and EDU assignment shall
be based on the correct parcel number and/or new parcel number(s) County use code and
subsequent property information. If a single parcel has changed to multiple parcels, the EDU
assignment and assessment amount applied to each of the new parcels will be recalculated
rather than spread the proportionate share of the original assessment.
The following table summarizes the Fiscal Year 2021/22 maximum allowable assessment rates
for the District:
Street Lighting Maintenance District No. 7—City of Rancho Cucamonga 12
Fiscal Year 2021/22 ATTACHMENT#17
Maximum
Allowable Actual
Assessment Rate Asessment Total
Property Type (County Use Code) per EBU Rate per EBU Units/Acres Total EBUs
Single Family Residential $33.32 $33.32 3,905.00 3,905.00
The total amount of maintenance and incidental costs for maintaining the street lights and traffic
signals is assessed to the individual parcels of real property within the District in proportion to
the special benefit received by such parcels of real property. The proposed individual
assessments are shown on the assessment roll in this report.
ASSESSMENT DIAGRAM
An Assessment Diagram for the District is shown on the following page. The lines and
dimensions of each lot or parcel within the District are those lines and dimensions shown on the
maps of the Assessor of the County San Bernardino, at the time this report was prepared, and
are incorporated by reference herein and made part of this Engineer's Report.
Street Lighting Maintenance District No. 7—City of Rancho Cucamonga 13
Fiscal Year 2021/22 ATTACHMENT#17
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ASSESSMENT ROLL AND ANNEXATIONS
Assessment Roll
The assessment roll is a listing of the assessment for Fiscal Year 2021/22 apportioned to each
lot or parcel, as shown on the last equalized roll of the Assessor of the County of San
Bernardino. The following table summarizes the Fiscal Year 2021/22 actual assessments for the
District:
Actual
Assessment Total Total
Property Type (County Use Code) Rate per EBU Units/Acres Total EBUs Assessment
Single Family Residential $33.32 3,905.00 3,905.00 $130,114.60
Totals 1 3,905.001 3,905.001 $130,114.60
A copy of the full assessment roll is available for review in the City Clerk's office.
Annexations
The following annexations are effective for Fiscal Year 2021/22:
Annexation Total Units/
Apn Date Project Name Acres Total EBUs Property Type
0225-122-84 06/04/20 DRC2018-00974 1.00 1.00 SFD
0226-102-30 08/06/20 SUBTT19917 10.00 10.00 SFD
Street Lighting Maintenance District No. 7—City of Rancho Cucamonga 15
Fiscal Year 2021/22 ATTACHMENT#17
Resolution No. 2021-061
Preliminary Annual Engineer's Report
Fiscal Year 2021/22
City of Rancho Cucamonga
Street Lighting Maintenance District No. 8
(South Etiwanda)
CITY OF RANCHO CUCAMONGA
STREET LIGHTING MAINTENANCE DISTRICT NO. 8
(SOUTH ETIWANDA)
10500 Civic Center Drive
Rancho Cucamonga, CA 91730
Phone: 909.477.2700
Fax: 909.477.2849
CITY COUNCIL
L. Dennis Michael, Mayor
Lynne B. Kennedy, Mayor Pro Tern
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Sam Spagnolo, Council Member
CITY STAFF
John R. Gillison, City Manager
Lori E. Sassoon, Deputy City Manager/Administrative Services
Jason C. Welday, Director of Engineering Services/City Engineer
William Wittkopf, Public Works Director
Tamara L. Oatman, Finance Director
TABLE OF CONTENTS
ENGINEER'S LETTER 1
INTRODUCTION 3
Reason for Assessment 3
Process for Annual Assessment 3
PLANS AND SPECIFICATIONS 4
Description of the Boundaries of the District 4
Description of Improvements and Services 4
Map of Improvements 5
ESTIMATE OF COSTS 7
District Budget 7
Definitions of Budget Items g
METHOD OF ASSESSMENT 10
Overview 10
Special Benefit 11
General Benefit 11
Method of Assessment Spread 11
ASSESSMENT DIAGRAM 13
ASSESSMENT ROLL AND ANNEXATIONS 15
Assessment Roll 15
Annexations 15
ENGINEER'S LETTER
WHEREAS, on July 7, 2021, the City Council of Rancho Cucamonga (the "City"), under
the Landscaping and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No.
21-xxx, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Street Light
Maintenance District No. 8 (South Etiwanda) (the"District"); and
WHEREAS, the Resolution Initiating Proceedings directed the City Engineer to prepare
and file an Annual Engineer's Report for Fiscal Year 2021/22 pursuant to the requirements of
the 1972 Act. The Annual Engineer's Report presents the plans and specifications describing
the general nature, location and extent of the improvements to be maintained, an estimate of
the costs of the maintenance, operations and servicing of the improvements for the District for
the referenced fiscal year, a diagram for the District, showing the area and properties proposed
to be assessed, and an assessment of the estimated costs of the maintenance, operations and
servicing of the improvements, assessing the net amount upon all assessable lots and/or
parcels within the District in proportion to the special benefit received; and
NOW THEREFORE, the following assessment is proposed to be authorized in order to
pay for the acquisition of street lights, the installation of Light Emitting Diode (LED) street
lighting, and estimated costs of maintenance, operation and servicing of the improvements to be
paid by the assessable real property within the boundaries of the District in proportion to the
special benefit received. The following table summarizes the proposed assessment.
Fiscal Year
2021/22 Budget
Expenditures
Personnel Services $ 29,940
Operations and Maintenance 47,160
Debt Service 248,220
Transfer Out 10,820
Total Expenditures Budget 336,140
Revenues
axes:
Estimated Assessments, Net of Estimated Delinquencies 70,490
Anticipated Prior Year Delinquencies Collection 610
Subtotal -Taxes 71,100
Other Revenues 24,320
Total Revenues Budget 95,420
Contribution to/(Use of) Fund Balance $ (240,720)
Total District EBU Count 2,326.78
Actual Assessment per EBU $ 30.60
Maximum Allowable Assement per EBU $ 193.75
Street Lighting Maintenance District No. 8—City of Rancho Cucamonga 1
Fiscal Year 2021/22 ATTACHMENT#18
In making the assessments contained herein pursuant to the 1972 Act:
1. I have identified all parcels which will have a special benefit conferred upon them from
the improvement described in the Special Benefit Section of this Annual Engineer's
Report (the "Specially Benefited Parcels"). For particulars as to the identification of said
parcels, reference is made to the Assessment Diagram, a copy of which is included in
this Annual Engineer's Report.
2. 1 have evaluated the costs and expenses of the improvements upon the Specially
Benefitted Parcels. In making such evaluation:
a. The proportionate special benefit derived by each Specially Benefited Parcel
from the improvements was determined in relationship to the entirety of the
maintenance costs of the improvements;
b. No assessment has been imposed on any Specially Benefited Parcel which
exceeds the reasonable cost of the proportional special benefit conferred on
such parcel from the improvements; and
c. Any general benefits from the improvements have been separated from the
special benefits and only special benefits have been assessed.
I, the undersigned, respectfully submit the enclosed Annual Engineer's Report and, to the best
of my knowledge, information and belief, I certify that the Annual Engineer's Report and
Assessment Diagram included herein have been prepared and computed in accordance with
the order of the City Council of the City of Rancho Cucamonga and the Assessment Law.
Jason C. Welday, Director of Engineering Services/City Engineer
Street Lighting Maintenance District No. 8—City of Rancho Cucamonga 2
Fiscal Year 2021/22 ATTACHMENT#18
INTRODUCTION
Reason for Assessment
Approval of the assessment covered by this Engineer's Report will generate the revenue
necessary to:
Provide for the maintenance and servicing of the improvements described in this
Engineer's Report. Maintenance may include but is not limited to, all of the
following: the upkeep, repair, removal or replacement of all or any part of any
improvement. Servicing means the furnishing of electricity, gas or other
illuminating energy for the lighting or appurtenant facilities. This shall also
include material, vehicle, equipment, capital improvements, the installation of
LED street lighting, and administrative costs associated with the annual
administration and operation of the District.
Process for Annual Assessment
The City cannot levy and collect annual assessments within the District without complying with
the procedures specified in the 1972 Act. On an annual basis, an Engineer's Report must be
prepared which contains a full and detailed description of the improvements, the boundaries of
the District and any zones therein, and the proposed assessments upon assessable lots and
parcels of land within the District.
The City Council must also adopt a resolution of intention which:
• Declares the intention of the City Council to levy and collect assessments within the
District for the fiscal year stated therein.
• Generally describes the existing and proposed improvements and any substantial
changes proposed to be made in existing improvements.
• Refers to the District by its distinctive designation and indicate the general location of the
District.
• Refers to the Engineer's Report, on file with the City Clerk, for a full and detailed
description of the improvements, the boundaries of the District and any zones therein,
and the proposed assessments upon assessable lots and parcels of land within the
District.
• Gives notice of the time and place for public hearing by the City Council on the levy of
the proposed assessment.
• States whether the assessment is proposed to increase from the previous year.
If the assessments are to be levied in the same or lesser amounts than the maximum
assessment amount approved, the City Clerk shall give notice by causing the resolution of
intention to be published. Any interested person may, prior to the conclusion of the public
hearing, file a written protest which shall state all grounds of objection. The protest shall contain
a description sufficient to identify the property owned by the property owner filing the protest.
Street Lighting Maintenance District No. 8—City of Rancho Cucamonga 3
Fiscal Year 2021/22 ATTACHMENT#18
During the course or upon conclusion of the hearing, the City Council may order changes in any
of the matters provided in the report, including the improvements, to the zones within the
District, and the proposed diagram or the proposed assessment.
The City Council, upon conclusion of the public hearing must then adopt a resolution confirming
the diagram and assessment, either as originally proposed or as changed by it. The adoption of
the resolution shall constitute the levy of an assessment for the fiscal year referred to in the
assessment.
If the assessment to be levied exceeds the maximum assessment amount previously approved,
the City must comply with the procedures specified in Article XIII D and Proposition 218. The
voters in the State of California in November 1996 added Article XIII D to the California
Constitution imposing, among other requirements, the necessity for the City to conduct an
assessment ballot procedure to enable the owners of each property on which assessments are
proposed to be enacted or increased, the opportunity to express their support for, or opposition
to, the proposed assessment or increase in such assessment.
PLANS AND SPECIFICATIONS
The District provides for the administration, maintenance, operations, and servicing of various
improvements located within the public right-of-way and dedicated easements within the
boundaries of the District.
Description of the Boundaries of the District
The District is located in the City of Rancho Cucamonga, State of California. The boundaries of
the District are generally described as that area of the City known as South Etiwanda, which is
generally bounded by Etiwanda Ave on the west, Highland Ave on the north and Foothill Blvd on
the south. The southern portion of the District is bounded by East Ave on the east and the
northern portion of the District is bounded by the 1-15 Freeway on the east.
Reference is also made to the Assessment Diagram included in this Report.
Description of Improvements and Services
The improvements are the maintenance and servicing of street lights, traffic signals and
appurtenant facilities throughout the District. The maintenance and servicing includes, but is not
limited to, furnishing electric current for public lighting facilities including street lights and traffic
signals, and associated appurtenant facilities. Services include personnel, materials, contracting
services, utilities, and all necessary costs associated with the maintenance, replacement and
repair required to keep the improvements in operational and satisfactory condition. In addition, it
is the City's intention to continue to use cost effective materials, in order to lower expenses of
the District. In Fiscal Year 2017/18, the acquisition by the City of the street lights and installation
of LED street lighting specially benefiting the properties within the District has been added to the
improvements.
Street Lighting Maintenance District No. 8— City of Rancho Cucamonga 4
Fiscal Year 2021/22 ATTACHMENT#18
Map of Improvements
The following page shows the map of street light and traffic signal improvements to be
maintained using District funds.
Street Lighting Maintenance District No. 8—City of Rancho Cucamonga 5
Fiscal Year 2021/22 ATTACHMENT#18
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ESTIMATE OF COSTS
The estimated costs of administration, maintenance, operations, and servicing the
improvements as described in the Plans and Specifications are summarized below. Each year,
as part of the District levy calculation process, the costs and expenses are reviewed and the
annual costs are projected for the following fiscal year.
District Budget
Fiscal Year
2021/22 Budget
Expenditures
Personnel Services:
Regular Salaries $ 19,960
Fringe Benefits 9,980
Subtotal - Personnel 29,940
Operations and Maintenance:
Operations and Maintenance:
Training 180
Membership Dues 40
O & M/General 4,940
Contract Services 1,980
Subtotal - Operations and Maintenance 7,140
Utilities:
Electric Utilities 26,000
Assessment Administration 8,290
Admin./General Overhead 5,730
Subtotal -Operations and Maintenance 47,160
Debt Service:
Interest Expense 210
Principal Repayments 248,010
Subtotal - Debt Service 248,220
Transfer Out - General City Street Lights Fund 10,820
Total Expenditures Budget $ 336,140
Street Lighting Maintenance District No. 8— City of Rancho Cucamonga 7
Fiscal Year 2021/22 ATTACHMENT#18
Fiscal Year
2021/22 Budget
Revenues
Taxes:
Estimated Assessments, Net of Estimated Delinquencies $ 70,490
Anticipated Prior Year Delinquencies Collection 610
Subtotal -Taxes 71,100
Other Revenues:
Interest Earnings 24,320
Total Revenues Budget 95,420
Contribution to/(Use of) Fund Balance $ (240,720)
Total Gross Estimated Assessments $ 71,199.46
Total District EBU Count 2,326.78
Actual Assessment per EBU- Fiscal Year 2021/22 $ 30.60
Maximum Allowable Assement per EBU- Fiscal Year 2021/22 $ 193.75
The maximum allowable assessment per Equivalent Benefit Unit (EBU) listed in the District
budget above, is the amount which was approved in Fiscal Year 1996/97 and subsequent
District annexations. Each year, prior to the assessments being placed on the tax roll, the City
will review the budget and determine the amount needed to maintain the improvements for the
upcoming fiscal year. The actual assessment per EBU will be based on the total amount of
funds needed to maintain the improvements in a satisfactory and healthy condition. The actual
assessment amount may be lower than the maximum allowable assessment; however, it may
not exceed the maximum unless the increase is approved by the property owners in accordance
with Proposition 218.
It is the intent of the City to maintain an Operating Reserve which shall not exceed the
estimated costs of maintenance and servicing of the improvements prior to December 10 of the
fiscal year, or when the City expects to receive its apportionment of special assessments and
tax collections from the County, whichever is later. The reserve balance information for the
District is as follows:
Operating Reserve
Estimated Reserve Fund Balance, June 30, 2021 $ 2,130,564
Contribution to/(Use of) Reserve- Fiscal Year 2021/22 (240,720)
Estimated Reserve Fund Balance, June 30, 2022 $ 1,889,844
Street Lighting Maintenance District No. 8— City of Rancho Cucamonga 8
Fiscal Year 2021/22 ATTACHMENT#18
Definitions of Budget Items
The following definitions describe the costs and expenses included in the District Budget:
Personnel Services: This item includes the costs attributed to the salaries of all full-time and
part-time employees dedicated to maintenance of the District improvements. Additionally, this
includes benefits available to City employees.
Operations and Maintenance: This item includes the costs of City staff to perform
maintenance duties within the boundaries of the District.
Utilities: This item includes the costs to furnish electricity and telephone services, as required,
for the operation and maintenance of the street lights, traffic signals, and appurtenant facilities
throughout the District.
Assessment Administration: This item includes the cost to all particular departments and
staff of the, City, and consultants for providing the administration, coordination and management
of District 'services, operations, and incidental expenses related to the District. This item also
includes creation of an annual Engineer's Report, resolutions and placing the assessment
amounts onto the County tax roll each year, along with responding to any public inquiries and
future Proposition 218 balloting proceedings.
General Overhead: This item includes the costs of all central services departments of the City
for providing the coordination of District services, inspections, annual bid management,
responding to public concerns, public education, accounting, auditing and procedural matters
associated with the District. This item also includes an allocation for general City staff time for
administrative functions and systems that provide for a functional and operational District within
the City's administrative structure.
Capital Outlay: This item includes new improvements to further enhance the level and quality
of service provided within the boundaries of the District. This may include installation of safety
lights and other large improvements.
Debt Service: This item includes the repayment of interest and principal to the City Capital
Reserve Fund for the acquisition of street lights and installation of LED street lighting within the
District. In Fiscal Year 2021/22, the outstanding balance of the interfund loan will be paid off.
Transfer Out - General City Street Lights Fund: This item includes the cost for the
replacement and installation of District owned street lights. These costs are incurred in the
General City Street Lights Fund and reimbursed by the District.
Other Revenues: This includes other revenues that are not levied through the annual
assessments that support the District operations. These other revenues may include: interest
earnings and Developer Energizing Fees.
Street Lighting Maintenance District No. 8— City of Rancho Cucamonga 9
Fiscal Year 2021/22 ATTACHMENT#18
__
METHOD OF ASSESSMENT
Overview
Pursuant to the 1972 Act and Article XIII D, all parcels that have a special benefit conferred
upon them as a result of the maintenance and operation of improvements and services shall be
identified, and the proportionate special benefit derived by each identified parcel shall be
determined in relationship to the entire costs of the maintenance and operation of
improvements. The 1972 Act, permits the establishment of assessment districts for the purpose
of providing certain public improvements which include the public lighting facilities, including
traffic signals.
Section 22573 of the 1972 Act requires that maintenance assessments must be levied
according to benefit rather than according to assessed value. This Section states:
The net amount to be assessed upon lands within an assessment district may be
apportioned by any formula or method which fairly distributes the net amount
among all assessable lots or parcels in proportion to the estimated benefit to be
received by each such lot or parcel from the improvements.
The determination of whether or not a lot or parcel will benefit from the
improvements shall be made pursuant to the Improvement Act of 1911 (Division
7 commencing with Section 5000) (of the Streets and Highways Code, State of
California].
Section 22547 of the 1972 Act also permits the designation of zones of benefit within any
individual assessment district if "by reasons or variations in the nature, location, and extent of
the improvements, the various areas will receive different degrees of benefit from the
improvement".
Article XIII D, Section 4(a) of the California Constitution limits the amount of any assessment to
the proportional special benefit conferred on the property. Article XIII D also provides that
publicly owned properties must be assessed unless there is clear and convincing evidence that
those properties receive no special benefit from the assessment. Exempted from the
assessment would be the areas of public streets, public avenues, public lanes, public roads,
public drives, public courts, public alleys, public easements and rights-of-ways, public
greenbelts and public parkways.
The net amount to be assessed may be apportioned by any formula or method which fairly
distributes the net amount among all assessable lots or parcels. Proposition 218, approved by
the voters in November 1996, requires the City to separate general benefit from special benefit,
where only special benefit is assessed.
Street Lighting Maintenance District No. 8—City of Rancho Cucamonga 10
Fiscal Year 2021/22 ATTACHMENT#18
i
Special Benefit
The maintenance and servicing of the improvements within the District (which are described in
the Description of Improvements and Services Section of this report) are for the benefit of the
properties within the District, and as such confer a special and direct benefit to parcels within
the District by:
• improving the livability, safety, appearance, and desirability for properties within the
boundaries of the District, and
• ensuring that improvements do not reach a state of deterioration or disrepair so as to be
materially detrimental to properties within the District, and
• prodding for safe vehicular and pedestrian access for properties within the District, and
• prgiuiding beautification and overall enhancement to properties within the District.
The above mentioned items affect the assessed property in a way that is particular and distinct
from their effect on other parcels and that real property in general and the public at large do not
share. They contribute to a specific enhancement of the properties within the District. Since
these improvements, including the community trails, were installed and are maintained
specifically for the properties within the District; only properties within the District receive a
special benefit and are assessed for said maintenance.
General Benefit
In addition to the special benefits received by parcels within the District, there are derivative
general benefits that are conferred on parcels outside the boundaries of the District which
include:
• the safety and visual enhancement of the area to persons or vehicles that may travel
through the District
However, ;it has been determined that these benefits are derivative and do not provide a direct
benefit to parcels outside of the district that are not being assessed.
Method of Assessment Spread
Each of the parcels within the District is deemed to receive special benefit from the
improvements. Each parcel that has a special benefit conferred upon it as a result of the
maintenance and operation of improvements are identified and the proportionate special benefit
derived by each identified parcel is determined in relationship to the entire costs of the
maintenance and operation of the improvements.
When the District was formed, Article XIII D and Proposition 218 had not yet been passed.
Upon the passage of Article XIII D and the subsequent passage of the Proposition Omnibus
Implementation Act, new rules were put into place. Due to the changes in legal requirements, as
Street Lighting Maintenance District No. 8—City of Rancho Cucamonga 11
Fiscal Year 2021/22 ATTACHMENT#18
property annexed to the District after the passage of the Assessment Law, the description of the
method of assessment became more refined; however, the assessment per parcel has
remained the same since Fiscal Year 1996/97. Further, no parcel included in the District
formation or annexations prior to when the language was refined, are now being levied
differently than they were at the time the District was formed or the parcels were annexed.
To assess special benefit appropriately, it is necessary to relate the different type of parcel
improvements to each other. The EBU method of apportionment uses the single-family home as
the basic unit of assessment.
A single-family home equals one EBU. Every other land-use is converted to EBUs based on an
assessment formula that equates to the property's specific development status, type of
development (land-use), and size of the property, as compared to a single-family home. The
following table provides the weighting factors applied to various land-use types, as assigned by
County use code, to determine each parcel's EBU assignment.
Land-Use Equivalent Dwelling Units
Property Type (County Use Code) EBU Value Multiplier
Single Family Residential 1.00 Parcel
Multi-Family Residential 1.00 Unit
Non-Residential 2.00 Acre
The use of the latest County Assessor's Secured Roll shall be the basis for the Property Type
determination and units/acreage assignments, unless better data is available to the City. In
addition, if any parcel within the District is identified by the County Auditor/Controller to be an
invalid parcel number for the current fiscal year, the Property Type and EBU assignment shall
be based on the correct parcel number and/or new parcel number(s) County use code and
subsequent property information. If a single parcel has changed to multiple parcels, the EBU
assignment and assessment amount applied to each of the new parcels will be recalculated
rather than spread the proportionate share of the original assessment.
The following table summarizes the Fiscal Year 2021/22 maximum allowable assessment rates
for the District:
Maximum
Allowable Actual
Assessment Asessment Rate Total
Property Type (County Use Code) Rate per EBU per EBU Units/Acres Total EBUs
Single Family Residential $193.75 $30.60 1,206.00 1,206.00
Multi-Family Residential 193.75 30.60 1,057.00 1,057.00
Non-Residential 193.75 30.60 31.89 63.78
Street Lighting Maintenance District No. 8—City of Rancho Cucamonga 12
Fiscal Year 2021/22 ATTACHMENT#18
it
The total amount of maintenance and incidental costs for maintaining the street lights and traffic
signals is assessed to the individual parcels of real property within the District in proportion to
the special benefit received by such parcels of real property. The proposed individual
assessments are shown on the assessment roll in this report.
ASSESSMENT DIAGRAM
An Assessment Diagram for the District is shown on the following page. The lines and
dimensions of each lot or parcel within the District are those lines and dimensions shown on the
maps of the Assessor of the County San Bernardino, at the time this report was prepared, and
are incorporated by reference herein and made part of this Engineer's Report.
Street Lighting Maintenance District No. 8—City of Rancho Cucamonga 13
Fiscal Year 2021/22 ATTACHMENT#18
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ASSESSMENT ROLL AND ANNEXATIONS
Assessment Roll
The assessment roll is a listing of the assessment for Fiscal Year 2021/22 apportioned to each
lot or parcel, as shown on the last equalized roll of the Assessor of the County of San
Bernardino. The following table summarizes the Fiscal Year 2021/22 actual assessments for the
District:
Actual
Assessment Total
Property Type (County Use Code) Rate per EBU Units/Acres Total EBUs Total Assessment
Single Family Residential $30.60 1,206.00 1,206.00 $36,903.60
Multi-Family Residential 30.60 1,057.00 1,057.00 32,344.20
Non-Residential 30.60 31.89 63.78 1,951.66
Totals 2,294.89 2,326.78 $71,199.46
A copy of the full assessment roll is available for review in the City Clerk's office.
Annexations
There were no effective annexations for Fiscal Year 2021/22.
Street Lighting Maintenance District No. 8—City of Rancho Cucamonga 15
Fiscal Year 2021/22 ATTACHMENT#18