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2022-40 (2) RESOLUTION NO. 2022-40 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GRAND TERRACE APPROVING THE ENGINEER'S ANNUAL LEVY REPORT FOR,, AND CONFIRMING THE DIAGRAM AND ASSESSMENT AND ORDERING THE LEVY AND COLLECTION OF ASSESSMENTS WITHIN, THE CITY OF GRAND TERRACE LANDSCAPING AND STREET LIGHTING DISTRICT NO. 89-1, FISCAL YEAR 2022-2023 WHEREAS, the City Council of the City of Grand Terrace (hereafter referred to as the "City Council") has previously formed and levied annual assessments for the CITY OF GRAND TERRACE LANDSCAPING AND STREET LIGHTING DISTRICT NO. 89-1 (hereafter referred to as the "District"), pursuant to the provisions of the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the Streets and Highways Code of California, beginning with Section 22500 (hereafter referred to as the "Act"); and WHEREAS, the City Council has by adoption of Resolution No. 2022-27 initiated proceedings to establish the proposed annual assessments for Fiscal Year 2022-2023 and ordered the preparation of an Engineer's Annual Levy Report (hereafter referred to as the "Report") for the District pursuant to Chapter 3, Section 22622 of the Act; and WHEREAS, the Act provides for the levy and collection of assessments to pay for the maintenance, operation and services of the improvements and facilities related to an assessment district; and WHEREAS, the City Council has retained Willdan Financial Services for the purpose of assisting with the establishment of the assessments and to prepare and file the Report with the City Clerk in accordance with Chapter 1, Article 4 (commencing with Section 22565) the Act; and WHEREAS, the City Council has received the Report prepared in connection with the District for Fiscal Year 2022-2023; and WHEREAS, the City Council, after notice duly given as required by law, held a public hearing on July 12, 2022, at 6:00 p.m., in the Grand Terrace City Hall City Council chambers (located at 22795 Barton Rd, Grand terrace, CA 92313) to consider the proposed annual levy of assessments for the District; and WHEREAS, the City Council has carefully examined and reviewed the Report as presented and is satisfied that the assessments have been spread in accordance with the CC Reso No. 2022-40 Page 1 of 4 July 12, 2022 benefits received from the improvements, operation, maintenance and services to be performed within the District; and WHEREAS, the levy and collection of assessments shall be collected by the County of San Bernardino for the City of Grand Terrace to pay the costs and expenses of operating, maintaining and servicing of lighting facilities, landscaping, and the appurtenant facilities and operations related thereto located within public places in the City; and WHEREAS, the Engineer selected by the City Council has prepared and filed with the City Clerk, and the City Clerk has presented to the City Council, a Report, including an assessment diagram for the District ("Diagram"), in connection with the proposed levy and collection of assessments upon eligible parcels of land within the District, and the City Council did by previous Resolution approve such Report; and WHEREAS, the City Council conducted property owner protest ballot proceedings relating to the levy and collection of annual assessments and assessment range formula related thereto as described in the Engineer's Report, in accordance with and in compliance with the provisions of the California Constitution Article XIIID; and WHEREAS, the City Council desires to levy and collect assessments against parcels of land within the District for the Fiscal Year commencing July 1, 2022 and ending June 30, 2023 in an amount not to exceed the maximum rate approved by the voters, to pay the costs and expenses of operating, maintaining and servicing of lighting facilities, landscaping, and the appurtenant facilities and operations related thereto located within public places in the City. NOW, THEREFORE, IT IS HEREBY RESOLVED BY THE CITY COUNCIL OF THE CITY OF GRAND TERRACE, CALIFORNIA AS FOLLOWS: Section 1. The preceding recitals are true and correct and incorporated herein by this reference. Section 2. The Report presented consists of the following: a. A Description of the District and Improvements; b. The territories and properties within the District; C. The Annual Budget (Costs and Expenses of Services, Operation and Maintenance); and d. The method of apportionment for calculating the assessment for each of the assessed parcels and/or a collection roll CC Reso No. 2022-40 Page 2 of 4 July 12, 2022 containing the proposed levy amount for each assessed parcel within the District for Fiscal Year 2022-2023. Section 3. The City Council hereby approves the Report and the assessments contained therein and finds that the assessments so described comply with the provisions of the California Constitution Article XIIID. Section 4. This Report is hereby ordered to be filed in the Office of the City Clerk as a permanent record and to remain available to public inspection. The City Clerk shall certify to the passage and adoption of this Resolution, and the minutes of this meeting shall so reflect the presentation and approval of the Report. Section 5. The City Council determines that, upon the conclusion of the Public Hearing, protests filed and not withdrawn, did not represent property owners being obligated for more than fifty percent (50%) of the total assessments within the District. Section 6. The City Council hereby confirms and adopts the diagram and assessments as set forth and contained in the Engineer's Report and orders the annual levy of the assessment for the fiscal year and in the amounts as set forth in the Engineer's Report and as referred to in the Resolution of Intention as previously adopted relating to said annual assessment levy. Section 7. The City Council hereby affirms that the adoption of this Resolution constitutes the levy of the assessment for fiscal year 2022-2023. Section 8. The City Council hereby finds that the estimates of costs, the assessment diagram, the assessment and all other matters, as set forth in Engineer's "Report", pursuant to said "Landscaping and Street Lighting Act of 1972", as submitted, are hereby approved, adopted by this City Council and hereby confirmed. Section 9. The City Council determines that the Maintenance works of improvements contemplated by the Resolution of Intention shall be performed pursuant to law and the County Auditor shall enter on the County Assessment Roll the amount of the Assessment and said assessment shall then be collected at the same time and in the same manner as the County Taxes are collected. After collection by said County, the net amount of the assessment shall be paid to the City Treasurer of said City. Section 10. The City Council hereby affirms that the City has previously established a special fund known as the SPECIAL FUND CITY OF GRAND TERRACE LANDSCAPING AND STREET LIGHTING DISTRICT NO. 89-1 CC Reso No. 2022-40 Page 3 of 4 July 12, 2022 Into which the City shall place all monies collected by the Tax Collector pursuant to the provision of this Resolution and law and including any surplus amounts in those funds established for the existing Districts and said monies have been made available to said City Treasurer. Section 11. The City Clerk is hereby ordered and directed to file a certified copy of the diagram and assessment roll with the County Auditor, together with a certified copy of this Resolution upon its adoption. Section 12. The certified copy of the assessment and diagram shall be filled in the office of the City Engineer, with a duplicate copy on file in the Office of the City Clerk and open for public inspection. Section 13. The City Clerk shall certify to the passage and adoption of this resolution. Section 14. This Resolution shall take effect immediately. PASSED, APPROVED AND ADOPTED by the City Council of the Grand Terrace at a regular meeting held on the 12"d day of July 2022. arc e Mayor . ATTEST-' " Debra L. Thomas City Clerk APPROVED AS TO FORM Adrian R. Guerra City Attorney CC Reso No. 2022-40 Page 4 of 4 July 12, 2022 C RA E RACE City of Grand Terrace- f Landscaping and Lighting. Assessment District No. 89-1 2022/2023 ENGINEER'S REPORT Intent Meeting,: June 1:4, 2022 Public Hearings July 12, 2022 .'11.. -'S•� .T;1! - - �.-ASP-Y .. I11'rt` - TABLE OF CONTENTS INTRODUCTION................................ ....................................................... ..................1 Section I. PLANS AND SPECIFICATIONS................................................................3 Improvements Authorized by the 1972 Act....................................... ........... . .........3 District Plans and Specifications... .....:.......... _ , . ........... ..................................4 Section II. METHOD OF APPORTIONMENT...::...................:.................:....:......I.........8 Proposition 218 Benefit Analysis ........... . .. _ .. _ _ .............. _ _ ..............9 Benefit.Analysis ..:.................:...........................................:.........................................9 Assessment Methodology.......::.:...... :..........................................:..................... •......11 Assessment Range Formula....:.....:............:.:.....:.....:.....................:....................... 11 Section III: ESTIMATE OF IMPROVEMENT COSTS...........:....................................:... 13 Section IV: ASS ESSMENT.DIAGRAMS .....:.............................:.......................:...........:21 Section V. ASSESSMENT ROLL.........:.....................................................................28 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 2022/2023. 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 20th day of June. , 2022. Willdan Financial Services Assessment-Engineer On-Behalf of the City of Grand Terrace Chonne.y Gano, Project Manager District Administration Services QROF ESS/ON 2 By: No. �. Tyrone Peter 81$$$ P.E. # C 81888 * src���c.Eac�N�-���P gTEOF CA0V �, W I LLDAfV 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 benefitting 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 of Grand Terrace 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 2022/2023 City of Grand Terrace- L&L AD No. 89-1 Page 1 IT,r4 W I LLDAN 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 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 2022/2023. 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. 2022/2023 City of Grand Terrace- L&L AD No. 89-1 Page 2 1nIWI 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 Budge..t. These -assessment amounts represent the assessments proposed to be levied and collected on the-County Tax Rolls for Fiscal'Year 2022/2023. Section I. PLANS AND SPECIFICATIONS Improvements Authorized by the 1072 Act As applicable or maybe 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. 20202023 City of Grand Terrace- L&L AD No. 89-1 Page 8 L, W 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 2022%2023 City of Grand Terrace- L&L AD No. 89-1 Page 4 � k+Y . W1 LLDAN necessary equipment to maintain., operate and replace a lighting system at designated 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 in the nature, location, and extent of the improvements, the various 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 reflects 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. 2022/2023 City of Grand Terrace-L&L AD No. 89-1 Page 5 L2 WI 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 6 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 (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 easement's within the proposed boundaries of the 2022/2023 City of Grand Terrace-L&L AD No. 89-1 -Page 6 W 1 LLDAN District. A total of 1 streetlight is included in the boundaries of this development. 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. 2022/2023 City of Grand Terrace- L&L AD No. 89-1 Page 7' W I L L D A N 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 XIID"). For each Zone within the District, each parcel represents one (1) Equivalent Benefit Unit ("EBU"). 2022/2023 City of Grand Terrace- L&L AD No. 89-1 Page 8 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 2022/2023 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(i) 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. 2022/2023 City of Grand Terrace-L&L AD No. 89-1 Page 9 W�' W I LLDAN • Enhanced adaptation of adequate green space,. trees, and amenities within the urban environment'. • 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 welkmaintained 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 2022/2023 show the general benefit amount-which will be 2022/2023 City of Grand Terrace-L&L AD No. 89-1 Page 10 Lam, W I LLDAN deducted from the cost of maintenance to-arrive at a net special benefit .assessment rate. 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 2022/2023 City of Grand Terrace- L&L AD No. 89-1 Page 11 1IiI WILWAN 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 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 does 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 Bernardino-Ontario CPI index to compute the CPI difference each year. For Fiscal Year 2022/2023, the percentage difference is 5.7610%. Therefore, the Maximum Assessment will increase by 7.7610%. 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. 2022/2023 City of Grand Terrace-L&L AD No. 89-1 Page 12 ` W I LLDAN Section M. 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 2022/2023, resulting in the proportional assessments calculated for each parcel that will' be applied to the County Tax Rolls for Fiscal Year 2022/2023. The cost of maintaining improvements for Fiscal Year 2022/2023 are summarized as follows: 2022/2023 City of Grand Terrace- L&L AD No. 89-1 Page 13 L , W I LLDAN Zone 1 Tract 13364— Canal Budget Item Fiscal Year 2022/23 Current Assessment Energy Costs— Street Lighting $597.60 1 Water Supply 2,716.32 Trimming and Removal* 1,102.00 Contract Maintenance 2,080.00 Legal 600.00 i Engineering 600.00 Administrative Cost 1,000.00 Pruning Cycle Maintenance**. 302.00 Annual Costs Total $8,997.92 General Benefit - . 0i General Fund - Collectionl(Contribution) 0. i Balance to Levy . - . .0 Fiscal Year 2022/23 Assessment,per Parcel 00 Fiscal Year 2022/23 Max Assessment per Parcel 00 Fiscal Year i Assessment per Parcel $282.3300 Number of Parcels (EBU) 20 *Trimming and removal were a onetime service,_and the cost will be spread over the next five years. **Pruning services are performed every five years;the total cost of these services is spread over five years. 2022/2023 City of Grand Terrace- L&L AD No. 89-1 Page 14 WILLDAN t WO Zone 2 Tract 14264 • Budget Item Fiscal Year 2022/23 Energy Costs Street Lighting $69 001 Current Assessment Legal 600.001 Engineering 611 11 Administrative Cost • .241 Annual Costs Total $2,073.24 *Parcels under zone 2 receive General Benefit - Collection/(Contribution) 0.00 General Fund - Collection/(Contribution) (657.60) Balance to Levy $1,415.64 fiscal Year 2022/23 Assessment per Parcel $1,4156400 Fiscal Year 2022/23 Max Assessment per Parcel $1,415.6400 Fiscal Year 2021/22 Max Assessment per Parcel $1,415.6400 Number of Parcels (EBU) 1 general benefit,because there is no landscaping. WILLDAN Oriole Budget Item Fiscal Year 2022/23 Energy Costs— Current Assessment Street . . ' •: 11 SupplyWater 488.41 Capital ' -• - - • Contract - 1,040.00 Legal •11 11 Engineering 600.00 Administrative Cost1,296.03 Pruning CycleMaintenance* o• 11 Annual Costs Total $5,359.60 General Benefit - Collection/(Contribution) (90.45) General Fund - Collection/(Contribution) 0.00 Balance to Levy $5,269.15 Fiscal Year 2022/23 Assessment per Parcel $309.9500 Pruning services are performed every five years;the total cost of these services will be Fiscal Year 2022123 Max Assessment per Parcel $309.9500 Fiscal Year. 2021/22 Max Assessment per Parcel $309.9500 Number of Parcels (EBU) 17 spread over five years. 2022/2023 City of Grand Terrace - L&L AD No. :• I1 ` Zone 4 Tract 17766Green'briar Budget Item Fiscal Year 2022/23 lEn' ergy Costs—Street Lighting Current Assessment 1 // Elebtrical Use for Irrigation1 11 SupplyWater :1 11 Trimming-and Removal 640.00 Capital Reserve/Replacement Parts 5,839.25 Contract Maintenance. 1,388.00 Legal 600.00 Engineering 611 11 Auditor Controller Charges .20.00 Administrative Cost 611 11 Annual Costs Total $10,407.25 General Benefit - Collection/(Contribution) (38.56) HOA- Collection/(Contribution) (3,839.44) General Fund - Collection/(Contribution) $0.00 Balance to Levy $6,529.25 Fiscal Year 2022/23 Assessment per Parcel $186.5500 Fiscal Year 2022/23 Max Assessment per Parcel $186.5575 Fiscal Year 2021/22 Max Assessment per Parcel $173.1215 Number of Parcels (EBU) 35 • - . _. 17 - WILLDAN Zone 5 Tract 18793 -Palomino Budget Item Fiscal Year 2022/23 Energy Costs' Street Lighting $360.00 Perimeter Wall Current Assessment 850.00 ContractTrimming and Removal .1,300.00 Capital Reserve/Replacement Parts, -1,618.36 - 1,120.00 Legal600.001 Engineering 600.004 Auditor C• • - • - 20.06 Administrative Cost 611 11 Annual Costs Total $7,068.36 General Benefit - Collection/(Contribution) (46.68) General Fund - Collectionl(Contribution) 0.00 Balance to Levy $7,021.68 Fiscal Year 2022/23 Assessment per Parcel $585.1400 Fiscal Year 2022J23 Max Assessment per Parcel $585.1437 Fiscal Year 2021/22 Max Assessment per Parcel $543.0013 Number of Parcels (EBU) 12 • A. No. :• WILLDAN Zone • Tract 18071 Fiscal Year 2022/23 Street Lighting Budget Item Current Assessment 00 Water 00 Bryce Court Pavement Sealing 786.001 Trimming : Pruning 390.001 Capital Reserve I Replacement Parts 10,488.46 Contract Maintenance 00 Legal 1,000.00 Engineering00 Auditor - 0.00 06 00 Annual Costs Total $29,226.46 General Benefit - Collection/(Contribution) (617.50) General Fund - Col ectionl(Contribution) 0.00 Balance to Levy $28,608.96 Fiscal Year 2022/23 Assessment per Parcel $1,682.8800 Fiscal Year 2022/23 Max Assessment per Parcel $1,682.8828 Fiscal Year 2021/22 Max Assessment per Parcel $1,561.6806 Number of Parcels EBU 17 IWILLDAN Zone 7 Tract18604Tesoro/Van Buren Budget Item Fiscal Year 2022/23 Current Assessment Street . . 61 11 Water 0.00 Perimeter Wall 600.00 Trimming & Pruning 111 Capital - - Replacement 1 Contract - 11 Legal111 11 Engineering 1 11 Auditor Controller Charges 20.00, • • • • Misc. 200.00 Annual Costs Total $6,357.24 General Benefit - Collection/(Contribution) (32,39) General Fund - Collection/(Contribution) 0.00 Balance to Levy $6,324.85 Fiscal Year 2022123 Assessment per Parcel $372.0500 Fiscal Year 2022/23 Max Assessment per Parcel $372.0533 Fiscal Year 2021/22 ..Max Assessment.per Parcel $345.2578 Number of Parcels EBU 17.00 Note:Total may not oot due to . The total approved assessment forYear 1 1 $61 . IO W I LLDAI,I 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. 2022/2023 City of Grand Terrace- L&L AD No. 89-1 Page 21 IW. W I LLDAN CITY OF GRAND TERRACE LANDSCAPING .AND LIGHTING ASSESSMENT DISTRICT NO, 89.1 ZONES 1 A 2 N CS P �22 .-�alSL�s'!P'�L7S2 .in ry AEifiEt�"s �� �. t SARiBi—Fill AU.1=44E-- ,�J U I 15r L� CSC - k t 5 L&L $9_1 0 Zone 1 ® Zone 2 2022/2023 City of Grand Terrace- L&L AD No. 89-1 Page 22 W/ W I LLDAN CITY OF GRAND .TERRACE LANDSCAPING.AND LIGHTING ASSESSMENT DISTRICT-NO. 09-1 ZONE 3 N o ], i LARK ST M "rt a „. FRANKLIN.ST LL 9. Pk,. PICO ST L8;L 89-1 0 Zone 3 2022/2023 City of Grand Terrace- L&L AD No. 89-1 Page 23 �WY- WILLDA ,� N CITY OF GRAND TERRACE LANDSCAPE AND LIGHTING ASSESIVIENT DISTRICT ZONE 4 ASSESSMENT DIAGRAM ' Toc ovy*r cu%*nk*Am owir*r s-t.43RIMso.eYA%or"- owA 13 14 LEGEND, 12 11 t 5 16 9i 117 18 7 20 32 31 33 30 34 22 to i 23 24 2 �j 25 PIT,VUFlNVNA'.W4UF. TRACT MAP NO.1776B (-;T w ENlY —il t--,v VPC M, rhCATE ------------- -A5 PM�t�-x- ---Pas CITY MON.M'S S v r'c 2022/2023 City of Grand Terrace- L&L AD No. 89-1 Page 24 �j W I LLDAN CITY OF GRAND TERRACE LANDSCAPE AND LIGHTING ASSESMENT DISTRICT ZONE 5 ASSESSMENT DIAGRAM Olio;or i OR! LIGHTING AND.LANDSCAPE DISTRICT NO.89-1 ANNEXATION NO•.3., I JN THE CITY or GRmu TERR m co,myorsm mmARmo,swc or r-AiTFORMIA _Pico STREET ------ I10T ft' I wit LOTH iGTa LOT2 LOT It � uI a m I fors SaTt7 aI , 50 1w m i078 r LOT a S:AlS:7`r-50' I f�. TRACT MAP 18793 mW.AV or Atvew" coca uw tftt=AM OF WOSCa re W,70*ct O O DOC=Dawm MR Tm 4 Loy), J 1 C fYF.CUN _R R STATEIIFNT pl SKI iL:TF UY THE OF71CC[F Tif QfT OiCh1FA Of 1HC C1Y 6 iJVJKI.7IXYtE ov zis - oo Cr :rota 1 .}I 7W4—tom--tom rsTL - d f// tW tF tk ID"A:t I .� LRYC1fRKS STATEI[iJ.T no M rst ERkT er TIC pry W jl V M OM1 Cro*�q f[ma H M 7M3�_'J4/fU 101E ®T V"w T)E 07 Cr Ct[00 7 awr t>17[ Q / 07Y06(fNfi4i ASSE5S6`FMNDLCE a ♦v Ait[SStl I at7 39 th DI[OM[APdTi CA TC 4 tE.,Ni[I.7., MO S'AE[i15 W WO'JYrtV M 71E ATSLG7T7 N4aW TIL FFF&1NS L679. "", " ELvr tpeh ins AVF�xsrO?.:.ii�C+E w[av-4 .TOE roft=.t IS'li�'E M TIE MASS®SPf PlU v H SSE 41FY£ET MIE 770" OEH>DI fyi Tlt[[+il!1 1l.M Of EtCN nSiCCrmM trim►Caam IFlCM fNiFl OF UW Sw-PI MG"AnEww"T ULP W. I C Gi1fC+tW f tltt t/ 2022/2023 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 �i�t3`_�l>�RR_cy��;'G�U9_�A1�.35���sr.Ltrr11 e9-7. A*,krYATAnV AO. d TRACT NO.18071 A' Fhf CITY OF 6W0 JEfjA0& 6WNFY OF Sara BEAVARD.W, STATI OF 04UF h7lM �,,y[rty CyY srnflPl.Y� ,� trr a!fYY mTFrn rdF➢M frti G�F._e C,V,;tl'r f•Qh:Y.D li ow irC.W.V fNFO H7 7+st.07.-E Gr 7h 6—or"ar 7.4:P7Y 0 GEJA rSms"ix libs Alt a- 7L-R�.'Y Gr PAY Ill or AVN TFLV9! AIIC lk75i:Mau ACT Fvxr.Nm,s aoS-fa'I try an a5x. ACT IVO,1r305Q-S iRX, 22&,7 22 /r 1b 79 i 2O 2 r ` I I \meac Ic.o-..,cru,nc�eo.x., fSRI[iM fA YJ 16�>MM w t I I---_.------- � cx�a,ewz J I 3 �y. ifST O"IIlY 1-x O'4Y,n!ffi1 ——•—— I �4 "V.i2T r(7 � ` OttAiJ P W H.OJO'64D1 dCWS>I`JVMD k� I 1 if I { 21 11 LOT TRACT Ma TQAES 7 PIC6- $710ET .! �- I t { 'PARCEL r ' i { PARr-ry, MAP NO. 3.973 4 I P.M. 49176-77 PARCEL 7 PARM RrAP NO. 39S P.r1. -0V;6-77 O ,�• j it�sae RNr rn 071, 4.O ur a air O.c U rc E LP �uf'AVP?A Au'rt?uirl,V"J,�,W Tr,Y CirY A''-M r7Ufl?, mrr.ca.n .assysnm ree MY t-'AW UM>`G�'t A5rrt1'T 1q C7-r;A A'GWA>rt r: -- aJFWw'2com'I[trf_ :A4 G-V'Jlr V A Ith C11YA5NR'IJ.9'CA%7 FV! XW f O 4'3£SSW1/T DiM£4l{Nh4/S A fA4f CW A%7 F'FTAThYt➢IN DE R¢T tPMR 9lCd.:tYY.AD-aW 4r SO M'%-Ar6Y A-1 1 aY nE N AE OR&ar m FOr fN-XUR LY W Wr Or G AV M;..CiCr.Pr AX&M E W79 A4ti'TC.d Or Vx r a�rL LA&WOVEAV VM7M X7 OF 7S7Y J W.J.' �il.L .t: xn' INC. F",fIL 1�1:.....1... 01ASJIWRNS/Y1l1.5116btlbi„1t.iJL Ml w.eTrem (UW ar or f%V;,rLRACC 2022/2023 City of Grand Terrace- L&L AD No. 89-1 Page 26 WILLPAN CITY OF GRAND TERRACE LANDSCAPE AND LIGHTING ASSESIVIENT DISTRICT ZONE 7 ASSESSMENT DIAGRAM L.IGHTI.NGAND.LANDSCAPE DISTRICT N0.89-1 ANNEXATION N6.5 IN THE CrTY OF GRAND TERRACE.COUNTY OF SAN BERMWINO,STATE OF CAL[FaRNIA FOR TRACT NO. 18604 I FiC F F15.1 sr-mr van(z rA) o I.Wr�Vll*J- V roc In-:1 WT q PLYA.*lL r.;ffiFM WOOL COE LF.Cf 9-IM 001W LOTTO LOT 9 TRACT 1,10, 11240 z 155/4$-47 CL LOT I 5 W M E LOr7 to IC, !2 LOT 12 LOT(I • LOT 5 LOT 13 iPT4 LOT 14 1 0 LOT: Ldriff LOTIB LOT 2 • LOT I LOT 17 a 9 P.M.B- -15- 5 4--5)-5 m 2 PFA li, rAP zz Cry Lssmiumu&wam FhEb I,THE MEE If T"-My DC;k[EC W DF fily ff,CAA I, I 10m T W CXh3L CF 7,EF QTr a Ch allo E-4�-OuLr Tir C WISMT0,L'a 4 CVT.E Cill CT W1,11 IERFAM 11CHN40 mp UIME'AFE -,1.my or CT,o mm,!4—ur-W Mlw CoIr,rr.V--, m in AMATIE-nit;?bZRASWINT 01-1-vk%flull 15,VAAT Cr-v FEFIFEWED mmlt rx.ML� --W%L Wr 4 dN FIX W Mt CRC[or C4 E- 93� It or"Cr o-�TE-WE CO L GMEERLOF NE Vile OF C ;A=UaVrE ATrei ARICLE 4 QF I or IIC4WE AND IT of Im. ME)l Ti-E U", CAW 6'VCLFAX'&sTATFArFmr arc p•rm"D nxa.arc cma w mv,ew mm or mr m or 0-p'a r"of 2�- 40t 0, 40 cm umrr ruK)-.mmm 202212023 City of Grand Terrace- L&L AD No. 89-1 Page 27 WILLDAN 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 _202212023 apportioned to each lot or parcel is shown below. 2022/2023 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. 2022-40 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 12th day of July 2022, and that the same was passed and adopted by the following vote: AYES: Council Members Allen, Wilson, Robles; Mayor Pro Tern Hussey; Mayor McNaboe NOES: None. ABSENT: None. ABSTAIN: None. Executed this 27th day of July 2022, at Grand Terrace, California. Debra L. ThoMa' s City Clerk