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2023-07RESOLUTION NO 2023-07 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GRAND TERRACE, CALIFORNIA, DECLARING ITS INTENTION TO CONDUCT A PUBLIC HEARING ON MAY 9TH, 2023, ON LANDSCAPING AND LIGHTING ASSESSMENT DISTRICT NO 89-1, AND TO LEVY AND COLLECT ANNUAL ASSESSMENTS RELATED THERETO FOR FISCAL YEAR 2023-2024 WHEREAS, the CITY COUNCIL of the CITY OF GRAND TERRACE, CALIFORNIA, (hereafter referred to as the "City Council") desires to levy assessments within LANDSCAPING AND LIGHTING ASSESSMENT DISTRICT NO 89-1 (hereafter referred to as the "District") pursuant to the terms and provisions of the "Landscaping and Street Lighting Act of 1972", being Division 15, Part 2 of the Streets and Highways Code of the State of California (hereafter referred to as the "Act"), and, WHEREAS, at this time, this City Council is desirous to provide for an annual levy of assessments for the territory within the District for the next ensuing fiscal year, to provide for the costs and expenses necessary for continual maintenance of improvements within said District, and, WHEREAS, at this time there has been presented and approved by this City Council, the Engineer's Report (hereafter referred to as the "Report") as required by law, and this City Council is desirous of proceeding with the proceedings for said annual levy NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Grand Terrace does hereby resolve, determine, and order as follows SECTION 1 That the above recitals are all true and correct PUBLIC INTEREST SECTION 2 Pursuant to the Act (specifically, Streets and Highways Code Section 22624), the City Council hereby finds and declares that the public interest and necessity require the maintenance and servicing of landscaping and public lighting facilities in the District, and contingent upon compliance with, as applicable, the requirements of the Act, Article XIIID of the California Constitution (commonly known as "Proposition 218") and the Proposition 218 Omnibus Implementation Act (set forth at Government Code Sections 53750-53758), the City Council hereby declares its intention to levy and collect proposed assessments within the District for the continual maintenance of certain improvements, all to serve and benefit said District that is comprised of zones located throughout the City of Grand Terrace and said area is shown and delineated on a map as previously approved by this City Council and on file in the Office of the City Clerk, open to public inspection, and herein so referenced and made a part hereof, and proposed changes thereto are set forth in the Report of the Engineer, incorporated herein as a part hereof CC Reso No 2023-07 Page 1 of 4 April 25, 2023 REPORT SECTION 3 That the Report of the Engineer regarding the annual levy for said District, which "Report" is for maintenance for the fiscal year 2023-2024 is hereby approved and is directed to be filed in the Office of the City Clerk ASSESSMENT SECTION 4 That the public interest and convenience require, and it is the intention of this City Council to order the annual assessment levy for the District as set forth and described in said Engineer's "Report," and further it is determined to be in the best public interest and convenience to levy and collect the annual assessments to pay the costs and expense of said maintenance and improvement as estimated in said "Report There is an assessment increase for the fiscal year 2023-2024 levy for Zone 4, Zone 5, Zone 6, and Zone 7 SECTION 5 In accordance with Streets and Highways Code Section 22660(a), the City Council has determined that the estimated cost of certain proposed improvements, described in Section 22525, subdivisions (a) through (d), are greater than can conveniently be raised from a single assessment, and, as a result, shall be collected in installments and held in a reserve account, as noted in the Engineer's Report DESCRIPTION OF MAINTENANCE SECTION 6 The assessments levied and collected shall be for the maintenance of certain landscaping and street lighting improvements including but not limited to planting, shrubbery and tree maintenance, light poles, light fixtures, and appurtenant facilities as required to provide lighting in public rights -of -way and easements, as set forth in the Engineer's "Report," referenced and so incorporated herein COUNTY AUDITOR SECTION 7 The County Auditor shall enter on the County Assessment Roll the amount of the assessments and shall collect said assessments at the time and in the same manner as County taxes are collected After collection by the County, the net amount of the assessments, after the deduction of any compensation due to the County for collection, shall be paid to the Treasurer for purposes of paying for the costs and expenses of said District as SPECIAL FUND SECTION 8 That all monies collected shall be deposited in a special fund known "SPECIAL FUND", CITY OF GRAND TERRACE LANDSCAPING AND STREET LIGHTING DISTRICT NO 89-1 CC Reso No 2023-07 Page 2 of 4 April 25, 2023 Payment shall be made out of said fund only for the purpose provided for in this Resolution, and in order to expedite the making of this maintenance and improvement, the City Council may transfer into said funds as it may deem necessary to expedite the proceedings Any funds shall be repaid out of the proceeds of the assessments provided for in this Resolution BOUNDARIES OF DISTRICT SECTION 9 Said contemplated maintenance work is, in the opinion of this City Council, of direct benefit to the properties within the boundaries of the District, and this City Council makes the costs and expenses of said maintenance chargeable upon a district, which district said City Council hereby declares to be the district benefited by said improvement and maintenance and to be further assessed to pay the costs and expenses thereof Said District shall include each and every parcel of land within the boundaries of said District, as said District is shown on a map as approved by this City Council and on file in the Office of the City Clerk, and so designated by the name of the District NOTICE OF PUBLIC HEARING SECTION 10 NOTICE IS HEREBY GIVEN THAT TUESDAY, MAY 9TH, 2023, AT THE HOUR OF 6 00 O'CLOCK P M , IN THE CITY COUNCIL CHAMBERS LOCATED AT 22795 BARTON ROAD, GRAND TERRACE, CALIFORNIA, 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, AND ANY OTHER MATTERS CONTAINED IN THIS RESOLUTION BY THOSE PROPERTY OWNERS AFFECTED HEREBY ANY PERSONS WHO WISH TO OBJECT TO THE PROCEEDINGS SHOULD FILE A WRITTEN PROTEST WITH THE CITY CLERK PRIOR TO THE TIME SET AND SCHEDULED FOR SAID PUBLIC HEARING SECTION 11 The City Clerk is directed to publish this Resolution of Intention pursuant to Government Code Section 6061, said publication to be completed no later than ten (10) days prior to the date set for the Public Hearing EFFECTIVE DATE SECTION 12 That this Resolution shall take effect immediately upon its adoption PROCEEDINGS INQUIRIES SECTION 13 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 local agency or department so designated CC Reso No 2023-07 Page 3 of 4 April 25, 2023 Shanita Tillman, Senior Management Analyst CITY OF GRAND TERRACE 22795 Barton Road Grand Terrace, California 92313 PASSED, APPROVED and ORDERED by the City Council of the City of Grand Terrace, California at a regular meeting held on the 25th day o pril 2023 c Bill Hussey Mayor AAT�TEST . _ _ ' �I n Debra Thomas,-. - City Clerk 1 - APPROVED AS T RM ,)" Z_ Adrian R Guerra City Attorney CC Reso No 2023-07 Page 4 of 4 April 25, 2023 City of Grand Terrace Landscaping and Lighting Assessment District No. 89-1 2023/2024 ENGINEER'S REPORT rj '= Intent Meeting April 25, 2023 Public Hearing May 9, 2023 T ` 4 ' ` i 5 I vwVVILLDAN " y �� ENGINEER'S REPORT AFFIDAVIT Establishment of Annual Assessments for the Landscaping and Lighting Assessment District No. 89-1 City of Grand Terrace, County of San Bernardino, State of California This Report describes the improvements, budgets, parcels and assessments to be levied for Fiscal Year 2023/2024 Reference is hereby made to the San Bernardino County Assessor's maps for a detailed description of the lines and dimensions of the parcels within the District The undersigned respectfully submits the enclosed Report as directed by the City Council Dated this day of , 2023 Willdan Financial Services Assessment Engineer On Behalf of the City of Grand Terrace By Chonney Gano, Project Manager District Administration Services am Tyrone Peter P E # C 81888 TABLE OF CONTENTS INTRODUCTION Section I PLANS AND SPECIFICATIONS Improvements Authorized by the 1972 Act District Plans and Specifications Section II METHOD OF APPORTIONMENT Proposition 218 Benefit Analysis Benefit Analysis , Assessment Methodology Assessment Range Formula Section III ESTIMATE OF IMPROVEMENT COSTS Section IV ASSESSMENT DIAGRAMS Section V ASSESSMENT ROLL 1 3 3 4 8 9 9 .11 11 13 21 28 W I LLDAN INTRODUCTION The City Council of the City of Grand Terrace (the "City") adopted its General Plan with various elements to provide guidelines for orderly development within the community The City Council further adopted ordinances and regulations governing the development of land providing for the installation and construction of certain landscaping, lighting and appurtenant facilities to enhance the quality of life and to benefit the value of property The requirement for the construction and installation of landscaping, lighting and appurtenant facilities is a condition of approval for development and is a requirement of issuance of a permit for the construction of any residential, commercial, industrial and planned unit development The installation of landscaping and lighting systems and the construction of the necessary appurtenant facilities is the responsibility of the property owner/applicant, as conditions of approval of a development application The City may cause the installation by property owners directly or accept financial arrangements for installation of these facilities The cost of servicing, operation, maintenance, repair and replacement of the landscaping, lighting and appurtenant facilities in turn becomes the responsibility of the benefiting properties The owners/applicants petitioned for formation of the Landscaping Lighting Assessment District and/or annexation These have been completed and will increase the City's obligation for maintenance and servicing The City is administering a lighting system for the benefit of all parcels of land within the City The lighting benefit is directly related to public safety and property protection These benefits have been studied widely, locally, regionally and nationally The City formed Landscaping and Lighting Assessment District 89-1 (the "District") in 1989 and subsequently annexed other parcels as Annexation No 1, Annexation No 2 Annexation No 3, Annexation No 4, and Annexation No 5 to said District to ensure a fair and equitable levying of the necessary costs of servicing and maintenance of the respective facilities, which in turn will enhance the value of each parcel in the District directly and collectively The boundaries of the District, which include Annexations 1, 2, 3, 4, and 5 are the boundaries of Zone 1 - Tract 13364 filed in Map Book 203, Pages 89 through 92, Records of San Bernardino County (the "County") The boundaries of Zone 2 - Tract 14264 and Zone 3 — Tract 14471 filed in Map Book 242, Pages 17 and 18, Zone 4 — Tract 17766 filed in Map Book 237, Pages 41 and 42, and Zone 5 — Tract 18793 filed in Map Book 115, Pages 81-82 The boundaries of Zone 6 — Tract 18071 and Zone 7 —18604 filed in Map Book 1178 Page 18 and Map Book 1167 Page 34, respectively, of the County Servicing and administration of the City's landscape maintenance program shall be according to the provisions of the Landscaping and Lighting Act of 1972, Part 2, Division 15 of the Streets and Highways Code of the State of California (the "1972 Act") Payment for the assessment for each parcel will be made in the same manner and at the 2023/2024 City of Grand Terrace - L&L AD No 89-1 Page 1 Wtv W I LLDAN same time as payments are made for property taxes for each property The proceedings will be conducted under the 1972 Act Sections 22500 through 22679 This Engineer's Report (the "Report") is presented for the purpose of levy of annual assessment to the above -described properties for the purpose of maintaining the lighting and landscaping during the Fiscal Year 2023/2024 This Report contains the necessary data required to conduct the proceedings and is submitted to the Clerk of the City for filing The word "parcel," for the purposes of this Report, refers to an individual property assigned its own Assessor's Parcel Number ("APN") by the San Bernardino County (the "County") Assessor's Office The County Auditor/Controller uses Assessor's Parcel Numbers and a dedicated fund number established for the District to identify properties to be assessed on the tax roll and the allocation of the funds collected This Report consists of the following sections Section I Plans and Specifications Description of the District's improvements are filed herewith and made a part hereof Said plans and specifications are on file in the Office of the City Clerk Section II Method of Apportionment A discussion of the general and special benefits associated with the overall landscaping street lighting improvements provided within the District (Proposition 218 Benefit Analysis) This section also includes a determination of the proportional costs of the special benefits and a separation of costs considered to be of general benefit (and therefore not assessed) This section of the Report also outlines the method of calculating each property's proportional special benefit Section III Estimate of Improvement Costs An estimate of the cost of the proposed improvements, including incidental costs and expenses in connection therewith, is as set forth on the lists thereof, attached hereto, and are on file in the Office of the City Clerk 2023/2024 City of Grand Terrace - L&L AD No 89-1 Page 2 W4,1 I LLDAN Section IV Assessment Diagrams A diagram showing the boundaries of the District is provided in this Report and includes all parcels that receive special benefits from the improvements Parcel identification, the lines and dimensions of each lot, parcel and subdivision of land within the District, are inclusive of all parcels as shown on the County Assessor's Parcel Maps as they existed at the time this Report was prepared and shall include all subsequent subdivisions, lot -line adjustments or parcel changes therein Reference is hereby made to the County Assessor's maps for a detailed description of the lines and dimensions of each lot and parcel of land within the District Section V Assessment Roll A listing of the proposed assessment amount for each parcel within the District The proposed assessment amount for each parcel is based on the parcel's calculated proportional special benefit as outlined in the method of apportionment and proposed assessment rate established in the District Budget These assessment amounts represent the assessments proposed to be levied and collected on the County Tax Rolls for Fiscal Year 2023/2024 Section I. PLANS AND SPECIFICATIONS Improvements Authorized by the 1972 Act As applicable or may be applicable to this District, the 1972 Act defines improvements to mean one or any combination of the following • The installation or planting of landscaping • The installation or construction of statuary, fountains, and other ornamental structures and facilities • The installation or construction of public lighting facilities • The installation or construction of any facilities which are appurtenant to any of the foregoing, or which are necessary or convenient for the maintenance or servicing thereof, including, but not limited to, grading, clearing, removal of debris, the installation or construction of curbs, gutters, walls, sidewalks, or paving, or water, irrigation, drainage, or electrical facilities • The maintenance or servicing, or both, of any of the foregoing • The acquisition of any existing improvement otherwise authorized pursuant to this section 2023/2024 City of Grand Terrace - L&L AD No 89-1 Page 3 WW I LLDAN Incidental expenses associated with the improvements including, but not limited to • The cost of preparation of the Report, including plans, specifications, estimates, diagram, and assessment, The costs of printing, advertising, and the publishing, posting, and mailing of notices, • Compensation payable to the County for collection of assessments, • Compensation of any engineer or attorney employed to render services, • Any other expenses incidental to the construction, installation, or maintenance and servicing of the improvements, • Any expenses incidental to the issuance of bonds or notes pursuant to Section 22662 5 • Costs associated with any elections held for the approval of a new or increased assessment The 1972 Act defines "maintain" or "maintenance" to mean furnishing of services and materials for the ordinary and usual maintenance, operation, and servicing of any improvement, including • Repair, removal, or replacement of all or any part of any improvement • Providing for the life, growth, health, and beauty of landscaping, including cultivation, irrigation, trimming, spraying, fertilizing, or treating for disease or injury • The removal of trimmings, rubbish, debris, and other solid waste • The cleaning, sandblasting, and painting of walls and other improvements to remove or cover graffiti District Plans and Specifications The District provides the necessary funding source for the annual maintenance, operation and servicing of the improvements that have been constructed and installed for the benefit of properties within the District Landscaping and appurtenant facilities generally include trees, shrubs, plants, turf, irrigation systems, and necessary appurtenances including curbs, hardscape, monumentations, fencing located in public right-of-ways, medians, parkways, and/or easements adjacent to public right-of-ways, in and along public thoroughfares and certain designated primary and secondary arterials Lighting and appurtenant facilities includes poles, lighting fixtures, conduits, and the necessary equipment to maintain, operate and replace a lighting system at designated 2023/2024 City of Grand Terrace - L&L AD No 89-1 Page 4 f Vjj�\—J W I LLDAN intersections, in medians, parkways and adjacent to certain public facilities in and along certain streets, right-of-ways and designated lots The installation of planting, landscaping, irrigation systems, lighting and the construction of appurtenant facilities to be operated, serviced and maintained, is more specifically described herein whereas, the landscaping and lighting facilities have been or will be provided by developers as a condition of subdivision of land, on part of the Conditional Use review and approval process A ZONES OF BENEFIT In an effort to ensure an appropriate allocation of the estimated annual cost to provide the District improvements based on proportional special benefits, this District is established with benefit zones ("Zones") as authorized pursuant to Chapter 1 Article 4, Section 22574 of the 1972 Act "The diagram and assessment may classify various areas within an assessment district into different zones where, by reason of variations rn the nature, location, and extent of the improvements, the vanous areas will receive differing degrees of benefit from the improvements A zone shall consist of all territory which will receive substantially the same degree of benefit from the improvements " The parcels, lots, subdivisions and developments within the District are identified and grouped into one of seven (7) Zones Each Zone reflects the landscape improvements associated with the development of properties in that Zone, to fairly and equitably apportion the net cost of providing those improvements to the properties that receive special benefits from the service and activities associated with those improvements All of the parcels in the District are identified as single-family residential properties within three residential developments These residential developments have been grouped into seven different Zones that reflect each specific budget and improvements for that particular Zone By establishing and utilizing a Zone structure, similar properties with similar types of improvements will be assessed a proportional amount for the services and activities provided by the District within each respective Zone The improvements are the operation, maintenance and servicing of landscaping, lighting and appurtenant facilities described as follows Zone 1 - Tract 13364 (a) Landscaping Landscaping, planting, shrubbery, trees, turf, irrigation systems, monuments, hardscapes, walls, fencing and appurtenant facilities in public right-of-ways and easements within the proposed boundary of the District 2023/2024 City of Grand Terrace - L&L AD No 89-1 Page 5 Wilf W I LLDAN (b) Lighting Poles, fixtures, bulbs, conduits, equipment posts and pedestals, metering devices and appurtenant facilities as required to provide lighting in public right-of-ways and easements within the proposed boundaries of the District A total of 5 streetlights are included in the boundaries of this development Zone 2 - Tract 14264 (a) Lighting Poles, fixtures, bulbs, conduits, equipment, posts, pedestals, metering devices and appurtenant facilities as required to provide lighting in public right-of-ways and easements within the proposed boundaries of the District A total of 7 streetlights are included in the boundaries of this development Zone 3 - Tract 14471 (a) Landscaping Landscaping, planting shrubbery, trees, and vines with Lot "A" of said Tract 14471, along with irrigation system for the improvements within Lot "A" (b) Lighting Poles, fixtures, conduits, equipment, posts, pedestals, metering devices and appurtenant facilities as required to provide lighting in public right-of- ways and easements within the boundaries of the District A total of 6 streetlights are maintained within the boundaries of this development Zone 4 — Tract 17766 (a) Landscaping Landscaping, planting, shrubbery, trees, turf, irrigation systems, monuments, hardscapes, walls, fencing and appurtenant facilities in public right-of-ways and easements within the proposed boundary of the District (b) Lighting Poles, fixtures, bulbs, conduits, equipment posts and pedestals, metering devices and appurtenant facilities as required to provide lighting in public right-of-ways and easements within the proposed boundaries of the District A total of 1 streetlight is included in the boundaries of this development 2023/2024 City of Grand Terrace - L&L AD No 89-1 Page 6 W I LLDAN Zone 5 — Tract 18793 (a) Landscaping Landscaping, planting, shrubbery, trees, turf, irrigation systems, monuments, hardscapes, walls, fencing and appurtenant facilities in public right-of-ways and easements within the proposed boundary of the District (b) Lighting Poles, fixtures, bulbs, conduits, equipment posts and pedestals, metering devices and appurtenant facilities as required to provide lighting in public right-of-ways and easements within the proposed boundaries of the District A total of 5 streetlights are included in the boundaries of this development Zone 6 — Tract 18071 (a) Landscaping Landscaping, planting, shrubbery, trees, turf, irrigation systems, monuments, hardscapes, walls, fencing and appurtenant facilities in public right-of-ways and easements within the proposed boundary of the District Additionally„ the District will include the maintenance of a water quality basin, designed for storm water runoff purposes (b) Lighting Poles, fixtures, bulbs, conduits, equipment posts and pedestals, metering devices and appurtenant facilities as required to provide lighting in public right-of-ways and easements within the proposed boundaries of the District A total of 4 streetlights are included in the boundaries of this development 2023/2024 City of Grand Terrace - L&L AD No 89-1 Page 7 �A W I LLDAN Zone 7 — Tract 18604 (a) Landscaping Landscaping, planting, shrubbery, trees, turf, irrigation systems, monuments, hardscapes, walls, fencing and appurtenant facilities in public right-of-ways and easements within the proposed boundary of the District Additionally„ the District will include graffiti removal on the block wall along the east side of the Gage Canal within the western boundary of the tract, streetlights, and street trees along Tesoro Court and Van Buren Street Lot B" of said tract is designated as a retention basin and will be maintained as a dual-purpose basin, for retaining water and for a small playground (b) Lighting Poles, fixtures, bulbs, conduits, equipment posts and pedestals, metering devices and appurtenant facilities as required to provide lighting in public right-of-ways and easements within the proposed boundaries of the District A total of 3 streetlights are included in the boundaries of this development Section II. METHOD OF APPORTIONMENT The 1972 Act permits the establishment of assessment districts by agencies for the purpose of providing certain public improvements, including the acquisition, construction, installation, and servicing of street lighting improvements and related facilities The 1972 Act requires that the cost of these improvements be levied according to benefit rather than assessed value "The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefits to be received by each such lot or parcel from the improvements " The formulas used for calculating assessments reflect the composition of parcels within the District (which are all residential properties) and the improvements and activities to be provided and have been designed to fairly apportion costs based on a determination of the proportional special benefits to each parcel within each Zone, consistent with the requirements of the 1972 Act and the provisions of Proposition 218 and Article XIII D of the California Constitution ("Article MID") For each Zone within the District, each parcel represents one (1) Equivalent Benefit Unit ("EBU") 2023/2024 City of Grand Terrace - L&L AD No 89-1 Page 8 I W-11 � W I LLDAN The following formula is used to arrive at the levy amount for each parcel within each Zone Total Balance to Levy = Levy per EBU Total EBU Levy per EBU (rate) x Parcel's EBU = Parcel Levy Amount Proposition 218 Benefit Analysis The costs of the proposed improvements for Fiscal Year 2023/2024 have been identified and allocated to properties within the District based on special benefit The improvements provided by this District and for which properties are assessed are public street lighting and landscaping improvements These improvements generally were installed in connection with the development of the properties within the District Article XIIID Section 2(d) defines District as follows "District means an area determined by an agency to contain all parcels which will receive a special benefit from a proposed public improvement or property -related service"; Article XIIID Section 2(1) defines Special benefit as follows "Special benefit" means a particular and distinct benefit over, and above general benefits conferred on real property located in the district or to the public at large General enhancement of property value does not constitute "special benefit " Article XIIID Section 4(a) defines proportional special benefit assessments as follows "An agency which proposes to levy an assessment shall identify all parcels which will have a special benefit conferred upon them and upon which an assessment will be imposed The proportionate special benefit derived by each identified parcel shall be determined In relationship to the entirety of the capital cost of a public improvement, the maintenance and operation expenses of a public improvement, or the cost of the property related service being provided No assessment shall be imposed on any parcel which exceeds the reasonable cost of the proportional special benefit conferred on that parcel " Benefit Analysis Special Benefit The special benefits properties within the District will receive from the proposed improvements include, but are not limited to • Improved aesthetic appeal of nearby properties providing a positive representation of the area and properties • Enhanced adaptation of adequate green space, trees, and amenities within the urban environment 2023/2024 City of Grand Terrace - L&L AD No 89-1 Page 9 W-NA W I LLDAN • Increased sense of pride in ownership of properties within the District resulting from their association with well -maintained improvements • Enhanced quality of life and working environment within the area that is promoted by well -maintained landscaped areas and amenities • Reduced criminal activity and property -related crimes (especially vandalism) against properties in the District through well -maintained surroundings and amenities within public areas • Increased social opportunities and leisure activities for customer's residents and families, provided by a well -maintained neighborhood destination place for relaxation, socializing, and entertainment that is within easy walking distance • Enhanced environmental quality of the parcels by moderating temperatures, providing oxygenation and attenuating noise The preceding special benefits contribute to the overall aesthetic value and desirability of each of the assessed parcels within the District and thereby provide a special enhancement to these properties Furthermore, it has been determined that the lack of funding to properly service and maintain the improvements would ultimately result in the deterioration of the improvements and facilities, which in turn could negatively impact the properties within the District As such, the annual costs of ensuring the ongoing maintenance and operation of these improvements are considered a distinct and special benefit to the properties within the District and are therefore considered the financial obligation of those properties The cost of any improvement or portion thereof that is considered to be of general benefit shall not be included as part of the special benefit assessments allocated to properties within the District General Benefit In the absence of a special funding District, the City would typically provide only weed abatement and erosion control services for landscaped areas The cost to provide this baseline level of service is approximately $0 01 per square foot for landscape areas that require maintenance Zone 1 — Tract 13364 has approximately 29,100 square feet of landscape space, Zone 2 — Tract 14264 has no landscaping area that the City maintains and Zone 3 — Tract 14471 has approximately 9,045 square feet of landscape space, Zone 4 — Tract 17766 has approximately 3,856 square feet of landscaped space, Zone 5 — Tract 18793 has approximately 4,668 square feet of landscaped space, Zone 6 — Tract 18071 has approximately 61,750 square feet of landscaped space, Zone 7 — Tract 18604 has approximately 3,239 square feet of landscaped space The proposed budgets for Fiscal Year 2023/2024 show the general benefit amount which will be deducted from the cost of maintenance to arrive at a net special benefit assessment rate 2023/2024 City of Grand Terrace - L&L AD No 89-1 Page 10 W-Jil W I LLDAN Assessment Methodology This District was formed to establish and provide for the improvements that enhance the presentation of the surrounding properties and developments These improvements will directly benefit the parcels to be assessed within the District The assessments and method of apportionment is based on the premise that the assessments will be used to construct and install landscape and lighting improvements within the existing District as well as provide for the annual maintenance of those improvements, and the assessment revenues generated by District will be used solely for such purposes The costs of the proposed improvements have been identified and allocated to properties within the District based on special benefit The improvements to be provided by this District and for which properties will be assessed have been identified as an essential component and local amenity that provides a direct reflection and extension of the properties within the District which the property owners and residents have expressed a high level of support The method of apportionment (method of assessment) set forth in the Report is based on the premise that each assessed property receives special benefits from the landscape and lighting improvements within the District, and the assessment obligation for each parcel reflects that parcel's proportional special benefits as compared to other properties that receive special benefits To identify and determine the proportional special benefit to each parcel within the District, it is necessary to consider the entire scope of the improvements provided as well as the properties that benefit from those improvements The improvements and the associated costs described in this Report, have been carefully reviewed and have been identified and allocated based on a benefit rationale and calculations that proportionally allocate the net cost of only those improvements determined to be of special benefit to properties within the District Assessment Range Formula Any new or increased assessment requires certain noticing and meeting requirements by law Prior to the passage of Proposition 218 (California Constitution Articles XIIIC and XIIID), legislative changes in the Brown Act defined a "new or increased assessment" to exclude certain conditions These conditions included "any assessment that does not exceed an assessment formula or range of assessments previously adopted by the agency or approved by the voters in the area where the assessment is imposed " This definition and conditions were later confirmed through Senate Bill 919 (the Proposition 218 implementing legislation) The purpose of establishing an assessment range formula is to provide for reasonable increases and inflationary adjustment to annual assessments without requiring costly noticing and mailing procedures, which could add to the District costs and assessments As part of the District formation, balloting of property owners is required pursuant to the Article XIIID Section 4 The property owner ballots include an Assessment to be 2023/2024 City of Grand Terrace - L&L AD No 89-1 Page 11 VV, W I LLDAN approved, as well as the approval of an assessment range formula The assessment range formula for District assessments may be applied to future assessments within the District commencing with Fiscal Year 2018/2019 for Zone 4 — Tract 17766 and Zone 5 — Tract 18793, Fiscal Year 2019/2020 for Zone 6 — Tract 18071 and Fiscal Year 2020/2021 for Zone 7 Zone 1 — Tract 13364, Zone 2 — Tract 14264 and Zone 3 14471 do not have an increase in assessments The following describes the assessment range formula The Maximum Assessment is equal to the initial Assessment approved by property owners adjusted annually by the percentage increase of the Local Consumer Price Index ("CPI") plus two percent (2%) As of January 2018, the Bureau of Labor Statistics (the "BLS") split the Los Angeles -Riverside -Orange County Area for all Urban Consumers to Los Angeles -Long Beach -Anaheim area and Riverside -San Bernardino -Ontario Area Each fiscal year, the Maximum Assessment will be recalculated, and a new Maximum Assessment established Currently, the District uses the Annual Riverside -San Bernard ino-Ontano CPI index to compute the CPI difference each year For Fiscal Year 2023/2024, the percentage difference is 8 7016% Therefore, the Maximum Assessment will increase by 10 7016% The Maximum Assessment is adjusted annually and is calculated independent of the annual budgets and proposed assessments established for each Zone of the District Any proposed annual assessment (rate per EBU) less than or equal to this Maximum Assessment (for each Zone) is not considered an increased assessment, even if the proposed assessment is much greater than the assessment applied in the prior fiscal year 2023/2024 City of Grand Terrace - L&L AD No 89-1 Page 12 vNim WILLDAN Section 111. ESTIMATE OF IMPROVEMENT COSTS In accordance with Streets and Highways Code Section 22660(a), the City Council has determined that the estimated cost of certain proposed improvements, described in Section 22525, subdivisions (a) through (d), are greater than can conveniently be raised from a single assessment, and, as a result, shall be collected in installments and held in a reserve account In particular, Zone 1, Zone 3, Zone 4, Zone 5, Zone 6, and Zone 7 requires trimming and pruning landscaping services that are proposed to be performed every five years The proposed assessment includes a budgeted amount for trimming and pruning to collect for these services The following outlines the budget to fund the District improvements based on the improvements to be maintained and the associated incidental expenses for Fiscal Year 2023/2024, resulting in the proportional assessments calculated for each parcel that will be applied to the County Tax Rolls for Fiscal Year 2023/2024 The cost of maintaining improvements for Fiscal Year 2023/2024 are summarized as follows 2023/2024 City of Grand Terrace - L&L AD No 89-1 Page 13 Budget Item Annual Costs Total General Benefit - Collection/(Contribution) General Fund - Collection/(Contribution) Balance to Levy Fiscal Year 2023/24 Assessment per Parcel Fiscal Year 2023/24 Max Assessment per Parcel Fiscal Year 2022/23 Max Assessment per Parcel Number of Parcels (EBU Fiscal Year 2023/24 Current Assessment $10,565.00 ($291.00) ($4,627.40) $5,646.60 $282.3300 $282.3300 $282.3300 20 VI LLDAN `Parcels under zone 2 receive no General Benefit 'because there is no landscaping I 2023/2024 City of Grand Terrace - L&L AD No 89-1 Page 15 Budget Item Annual Costs Total General Benefit - Collection/(Contribution)* General Fund - Collectionl(Contribution) Balance to Levy Fiscal Year 2023/24 Assessment per Parcel Fiscal Year 2023/24 Max Assessment per Parcel Fiscal Year 2022123 Max Assessment per Parcel Number of Parcels (EBU) Fiscal Year 2023/24 Current Assessment $9,075.00 ($90.45) (3,715.40) $5,269.15 $309.9500 $309.9500 $309.9500 17 Budget Item Annual Costs Total General Benefit - Collection/(Contribution) HOA - Collection/(Contribution) Reserve Fund - Collection/(Contribution) General Fund - Collection/(Contribution) Balance to Levy Fiscal Year 2023/24 Assessment per Parcel Fiscal Year 2023/24 Max Assessment per Parcel Fiscal Year 2022/23 Max Assessment per Parcel Number of Parcels (EBU) Fiscal Year 2023/24 Current Assessment $3,190.00 ($3a.56) (3,839.44) $7,916.20 $0.00 $7,228.20 $206.5200 $206.5222 $186.5575 35 Budget Item Annual Costs Total General Benefit - Collection/(Contribution) Reserve Fund - Collection/(Contribution) General Fund - Collection/(Contribution) Balance to Levy Fiscal Year 2023/24 Assessment per Parcel Fiscal Year 2023/24 Max Assessment per Parcel Fiscal Year 2022/23 Max Assessment per Parcel Number of Parcels (EBU Fiscal Year 2023/24 Current Assessment $5,300.00 ($46.6E) $2,519.80 $0.00 $7,773.12 $647.7600 $647.7637 $585.1437 12 Budget Item Annual Costs Total General Benefit - Collection/(Contribution) Reserve Fund - Collection/(Contribution) General Fund - Collection/(Contribution) Balance to Levy Fiscal Year 2023124 Assessment per Parcel Fiscal Year 2023124 Max Assessment per Parcel Fiscal Year 2022123 Max Assessment per Parcel Number of Parcels (EBU) Fiscal Year 2023/24 Current Assessment $24,950.00 ($617.50) $7,337.99 $0.00 $31,670.49 $1,862.97 $1,862.98 $1,682.88 17 Budget Item Annual Costs Total General Benefit - Collection/(Contribution) Reserve Fund - Collection/(Contribution) General Fund - Collection/(Contribution) Balance to Levy Fiscal Year 2023/24 Assessment per Parcel Fiscal Year 2023/24 Max Assessment per Parcel Fiscal Year 2022/23 Max Assessment per Parcel Number of Parcels (EBU Fiscal Year 2023/24 Current Assessment $3,450.00 ($32.39) $3,584.01 $0.00 $7,001.62 $411.8600 $411.8692 $372.0533 17 , WIF WILLDAN Section IV. ASSESSMENT DIAGRAMS An Assessment Diagram for the District has been submitted to the Clerk of the City in the format required under the provision of the Act 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 of San Bernardino, for the year when this Report was prepared, and are incorporated by reference herein and made part of this Report The following pages show the boundaries of each of the Zones in the District 2023/2024 City of Grand Terrace - L&L AD No 89-1 Page 21 WW I LLDAN CITY OF GRAND TERRACE LANDSCAPING AND LIGHTING ASSESSMENT DISTRICT NO.89-'1 ZONES 1 & 2 'r N q{q fp w z i &� AU -AVC-- J S U 5 L&L 894 = Zone 1 ® Zone 2 2023/2024 City of Grand Terrace - L&L AD No 89-1 Page 22 vah W I LLDAN CITY OF GRAND TERRACE LANDSCAPING AND LIGHTING ASSESSMENT DISTRICT NO. 89-1 ZONE 3 N LARK ST W( LU F- � a 0a FRANKLIN ST w z Y PICA ST L&L 89-1 0 zone 3 2023/2024 City of Grand Terrace - L&L AD No 89-1 Page 23 W I L L D A N CITY OF GRAND TERRACE LANDSCAPE AND LIGHTING ASSESMENT DISTRICT ZONE 4 ASSESSMENT DIAGRAM $�UT f Or T PCM IaNTNG " IJ.Sb5CM2 aSiIUGI B'd.._-..___ .v�atxA W 1.- w n4 04Y OF CR&%j U"ACC <CWiY M S01 TA.ratAaav0. STAIC Of CAaWV.hA 13 14 � ial¢ aun°.r, 12 e» cam tni 11 J5 tf �+ 17 dl:' 9 �y 18 7 I 32 2a 6 I 21 31 33 t 5 4 �a , 30 34 1 22 s E_ 23 3 !� 29 35 I i i 24 1I26 27 2s 25 f I i _srrriri rrriiirrrrrrr,:riirririrrrirx>r,,�iiirif f T rcw.�ONAVFNUE TRACT MAP NO 17760 Cttt CWY[k a ASS aSu NT ho la. nry TRN� is A�S..[q�r is aP a M n nvax, °a "tors, aa4, — — w — — v n¢ ctlssf � rwr Prr Mg5 (� to 9KRY A� R A .91t1(i MVA/1t R4 --T W} b CfAM 1LAVc'C 1MS ..,,�.w .�P4 b tI tiD M r�6 �+Y p 'ti d M �.(.TS>rrat $0^G c=.wuv da .:x-..agvr aP,[ Avr aysnrD w ra was w sc nrr �a�s�,rcH"`f tr;u"dra wP -T ." 11 of tP—n iw o'a 10 Tv..r �.va>yr rF sAa .lvgGxr tT+i4 .s.St T o aai w t+i4 a r to oe�n rzraws Tw>th +J[ TAP AS$9GYf PXdUL. iNYtC- f1T�1"5: V� G"�v21� wi .G :LsAKS S1M aERNA4trY0 OCINtt R[OJR.,fA S CLRTICIMT[ n TN¢ LlV all mTH neiD 4[aTR CV-Wi.'�t kA:N-R � aF x1�, FNCVFFR S STAlFr✓'NT• aCiaSi b �.�„�„ eves w m¢ Aay.'r rr f .......,.- [ratJ w MC MtCi ?M bn m t V[rtY a4..i§ Wtt+Yt{wfrR'Lpr IT3zCA ypr^�!Y w M tQAV.oDitD HE— ° m cD�'wouWsmc'.z '°"'°^"CGQrYY:ZB�it nzA1.Ps ITT �aMt 1f.rt+rY» ta�rvu.v.ex � acNy MewM to I [tleW{ •m w sw [eeae 2023/2024 City of Grand Terrace - L&L AD No 89-1 Page 24 W I LLDAN CITY OF GRAND TERRACE LANDSCAPE AND LIGHTING ASSESMENT DISTRICT ZONE 5 ASSESSMENT DIAGRAM LIGHTING AND LANDSCAPE DISTRICT NO 89-1 ANNEXATION NO 3 IN7WCnYOrGPANO, nRRACGcOu*4TYOFSANDERNARDINO S MEOFCAtIFORNA PICOSTREET ______ _ r I 1 `I LOT 12 LOT �! LOU COTS lOT2 �1 toril UI � Q m LOTS tot 1D C I 0 60 ICO fSC COPe 'C4 c 11-W r LOT® ' TRACT MAP 18793 4OTe �. 1 F"No. Ili 10I.M&W or Amcu w F q mttT Wn C==== taem uIu /r wCXAPC WkAlok c f o M= omsT art acts ! d LOT / a C7fYFYGl4'Fk7it.. 9WFLF47 nTn w TNr mxroF nE my Daunt or no: tm or PAWS news ON TNs-wcr 70fa vAgw cam pm [Aii f� are tf am,4 WOSP.Y ey ertrataiesstuM2nR m rimININacmcormONLao orImoworC04matt[ H ovINS mor ama O � tac aim cr Tw C" tr;;; Wvxr VOL K / p ! crrrtmcxv�SaSSEKstI�wrLvice tl ♦v •syss�+ue aus ux>a n IN cm.Taivnc ar ae wrb nttc, rr� rMt7lt a vao aNtev as nE isstrraa a+�v+, z!a / /utaT�oR Ewa u+m o+ n+c — as cT sm.. me Ali L� �6t pCR�tL ! Or t# 6�N� Ply M7R� Is Y1[E aD 7Nt 134.7.JIM POLL / K THE OfF1tE Cr IINC IWM / BGI�4 PJ M WR1.T OT Lltli It3stsS�T lAtm K+�NT7 FXN ►AMU r Or UJ'O SKIN PI 7NG ASSC$Ya�i W3lW I.W r/Lrc" vo TT 2023/2024 City of Grand Terrace - L&L AD No 89-1 Page 25 W I LLDAN CITY OF GRAND TERRACE LANDSCAPE AND LIGHTING ASSESMENT DISTRICT Zone 6 ASSESSMENT DIAGRAM A&WUM"W AD G>�� r4�, '�'�A4".�D rarro°eaaF cusro ao_r TRACT NO 18071 ur 7} f Crrr aF 6som lrmv,f Cauxfr a- xv,1 orrwww, STATE OF CALtFMA0 ClrY F7J:'Lf�A$ SPi7Q7 7 k! R!T ffi GETNS 574 F}!EM fd1D M rat rili'iC Q- T7s� 07r V=YZ7 2r R, 0-r W aWD A3FG�n.4 a: 77$ GYr aW Cr 71r; Wr a c.? R ;sw w r,4 fair 0- g,RA;C Pt RNaw r— AM =ZY�b�e�� 8RC nur w a Avamn't" Mao? or CIF m%9 nmL" f TACT NC 173050-6 �A41 298Y1-5 JS 19 I 20 ( 21 22 -j I I �mr�ra,x.��ww� axf.m+nmox , 8 I I--- ----- --- o I ( s ----, I RA C 77 I I a �N 12 73 a + Msm ?awes WE car wx t 0 t illl 1 x¢e I xur _ M Ira '.. INE'm�09�MXAC 4L'f (� ©tr Azm wirer 8 � ( V if�tTSt�ID [fYl[ilAi if i� �,rra znmar arK�uo Fav�a c�or oassmnx„>;.r 1 i fl wwa'�.ur+ ac+>r� MN r—a CPl re R V 67F avr rorx.�ar+nr xf mr uo ar�prtm a�->.eyya. ra.n era 0M�]5�R6.YdH� LOT i TRACT W 0078-1 dxB 28811-2 y *A+78AaXWr \i 1 FIW STfRFT T� PARCEL J o I PARCEL MAP Np 397J P1t 4, 6-77 PARCEL 1 I PAPRQL JAA767 0 J983 I � Mj7�Qt MYr NnCYCS/+?LkTR 10q pT rmr 7h: cay =xx p v%, arr 0r m w pmer AerAr044P rhwfX+AA7 %4 A 4T X-KFCTR'4rVfAV 7DF,"X [nxun-rr ��aae auna rra LWl4 AN0 iASt:$P.4Y 45tn1.1 AN, a -I CRY 6 4QM9 xFR'aCu • .ns'c+1`r moasnwlr •V LCY'K�flT'K &%IWM MA"A"M AV ao AM A"Mir hl ASi64 dffl AY..W WWi 6 A F47 Cr AA7 6 EMW A !tom IVfT I'xtDRf r7Ad1YL951yi-ur & 5w AhNwrnV fAk 4 G%Y IV iY rk Ate' 4' �yg�q 4r M T 17CILL7 OF 1FE r-r OF a AID 'rFl4 W =2MOCF M-a Aq= 4 CP 441^1Fa 1 Qr Lk WMSOL A%O Wr%P = G 197E W.>_rwq �an a 61P' tv m — We 4-1 49A90 MWE 2023/2024 City of Grand Terrace - L&L AD No 89-1 Page 26 —A Vk7d WILLDAN CITY OF GRAND TERRACE LANDSCAPE AND LIGHTING ASSESMENT DISTRICT ZONE 7 ASSESSMENT DIAGRAM LIGHTING AND LANDSCAPE DISTRICT NO 89 1 ANNEXATION NO 5 IN 714E CITY OF GRAND TERRACE. COUNTY OF SAN BER WIND STATE Or CALIFORNIA FOR TRACT NO 18604 rAn.LvC lr pi I% w.a w :m IFCFN r----� riy^T p�plAt f �;1T♦!Ra Or GyVO'drOw Jf -mr LKM I7 EA) 14Ap�ir/F[ MM (717.5p SF) • T!!Q II2 0.) LOT f/l/ RMM MLL WNFIR YvBWM (456 LF Cr ELM NNW 4 LO7 to LOT TFcL11rT WO 1124-0 a m B 155/45- o LOT 1 o C LOr7 M Lor]r w 111 V1 C • 107]2 Lore of • LIDT3 LOT 13 I� • d Ia.l 2 I 11I C LOTA LOT id B Y I— ♦ • b I � • LDT9 � LOT 1� n I� i • �) • LOT LOTiG • I�LOT r to LOT 17 . It J Tivive FETas-I��-r L� P )1 B 186 f 73-74 10 ME ?/� ,4 i i PAR I FDfl 2 I PAR ID PAR 33 CRY CVGIhCCRS SP/7L7rM r. w In ItK.�'� li?'CA I*Yf ^•TATc'+I�Nt RIED n 714E OFRCC aF OE Cm Ffw..[Elt uF nr OR tr Mu. I W OM SGIE 7W Ili CRT =NOL OF 7FC CM CF Wit T.WLE DCIY 2rwa cn m6 w �— .pFROKp N/IDNTRS 41 1 CP TiE Cm Cr ObVb TEAFAM WIND MD V)AVFE CminCl to 7-11 C17 Q Cf.l 1v *—, m K7e. mlw7 cmx" cm-u. L *1 gil A" A) ALSO IrmulE 7115 WESEwir G1k'> ^ %11CII IS PART CF MD RFERIXED w� `+�� Tf � m M MAM.CS wMl. a sml NJJ7t/, 6m N 4 ow r= N mC Cm- ar 1 LIgE.`4LY % Cm 063Nf f CHI Cr CIA'C7 TEAWVE 7hE gIT E'IBKLrw Ct` DiE Cm OF C2M TESNCE IN A0.YYCNY'E NRe1 IFICL 4 Cf ac[ CSTf CHPIER I OF TIE V%XiWdE AND U3HTVr w'T OF ion ?'Fa ararw TlTYfS Wlc CRYCI F4RK'8 £TATF4FJIT CRY CLERK ilrr CF PNYD 7 rf—. a n¢o N Inc cmar w oc cm aolr. ar Twc cm ar s7 TEF7tAX On 71iG Do Cf OV_ ocrA ruaw- �— ww '� G Cq OD U0 'lrc cm cr rAVm uE 5CRE. 1 -42 2023/2024 City of Grand Terrace - L&L AD No 89-1 Page 27 nW 1 LLDAN Section V. ASSESSMENT ROLL The description of each lot or parcel is part of the records of the Assessor of the County of San Bernardino and these records are, by reference, made part of this Report The proposed assessment and the amount of assessment for Fiscal Year 2023/2024 apportioned to each lot or parcel is shown below 2023/2024 City of Grand Terrace - L&L AD No 89-1 Page 28 STATE OF CALIFORNIA COUNTY OF SAN BERNARDINO CITY OF GRAND TERRACE I Debra L Thomas, City Clerk of the CITY OF GRAND TERRACE, CALIFORNIA, DO HEREBY CERTIFY that the foregoing Resolution, being Resolution No 2023-07 was duly passed, approved and adopted by the City Council, approved and signed by the Mayor, and attested by the City Clerk, at the regular meeting of said City Council held on the 25th day of April 2023, and that the same was passed and adopted by the following vote AYES Council Members Jeff Allen, Ken Henderson, Sylvia Rodriguez - Robles, and Mayor Bill Hussey NOES None ABSENT Mayor Pro Tern Doug Wilson ABSTAIN None Executed this 26th day of April 2023, at Grand Terrace, California Debra L Thomas T City Clerk f � �