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File No.: 14.40-111
.cnY OF SAN BERNARDINO - REQUEST FOR COUNCIL ACTION
From: ROGER G. HARDGRAVE
Subject:
Resolution ofIntention --- Mill Street and Dallas
Avenue Area Landscape Maintenance
Assessment District (AD 1020 - Tract No.15652)
Dept: Public Works / Engineering
OR/G/ly;4L
Date: July 22, 1997
Synopsis of Previous Council Action:
06-16-97 The Director of Public Works/City Engineer and the City Clerk were authorized to proceed with the
formation of Landscape Maintenance Assessment District in the Mill Street and Dallas Avenue Area.
Recommended Motion:
Adopt Resolution
cc: Fred Wilson, Acting City Administrator
Barbara Pachon, Director of Finance
Jim Penman, City Attorney
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Signature
Contact Person:
Les FOl!assy
Phone: 5026
Supporting data attached: StaffReoort. Enl!ineers Reoort. Resolution Ward: 3
FUNDING REQUIREMENTS:
Amount: $ 4,000 (Cost of proceedings paid for by petitioner)
Source (Accl. No.) 254-000-2301-6012
(Accl. Description) DEPOSITS
Finance:
Council Notes:
Res 97- ';'5/
Continued to tJ? /;sj? 7
gh'/91
08-18-97
Agenda Item NO.J.8
'CI1;'Y OF SAN BERNARDINO - REQUEST FOR COUNCIL ACTION
. STAFF REPORT
On 11/1/96, this office received a petition from the developer/owner of Tract No. 15652, located on Mill Street at
Dallas Avenue, for the establishment of a Landscape Maintenance Assessment District. This petition is a result of
a requirement of the development for the installation of landscaping along Mill Street. The establishment of an
Assessment District for provide funding for the ongoing maintenance. The developer has deposited the amount of
$4,000 to cover the cost of proceedings.
There are 13 single family lots within proposed district boundaries. The first year's assessment is estimated to be
$240. All potential home buyers within the district will be given a disclosure of the assessment, by the developer.
Part of the formation proceedings includes the preparation of an Engineer's Report, which has details regarding the
improvements, method of determining benefit and assessment amounts. A copy of the Engineer's Report is
attached for reference.
The attached Resolution declaring the intention to form the assessment district also sets a public meeting for
September 15, 1997 and a Public Hearing for October 6,1997. In compliance with Proposition 218, the
proceedings will also require that ballots be mailed to the property owners relative to the proposed assessment. The
ballots returned will be weighted by the assessment amount for each respective parcel. We anticipate that the
petitioner will still own most, if not all, of the properties involved and do not expect a majority protest.
We recommend approval of the Resolution ofIntention.
(g(Q)[?)W
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ENGINEER'S REPORT
for
ASSESSMENT DISTRICT NO. 1020
(Mill Street and Dallas Avenue Area Landscape Maintenance Assessment District)
in the
CITY OF SAN BERNARDINO
COUNTY OF SAN BERNARDINO
STATE OF CALIFORNIA
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File No. 14.40-111
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CITY OF SAN BERNARDINO
DEPARTMENT OF PUBLIC WORKS
Prepared July 22, 1997
FILED in the office of the City Clerk of the City of San Bernardino on the
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day of
CITY CLERK
City of San Bernardino
PRELIMINARY approval by the Mayor and Common Council of the City of San Bernardino, County of San
Bernardino, State of California on the day of , 19 .
- -
CITY CLERK
City of San Bernardino
_NAL approval by the Mayor and Common Council of the City of San Bernardino, County of San Bernardino,
~te of California on the day of ' 19_.
CITY CLERK
City of San Bernardino
I HEREBY CERTIFY that the foregoing assessments, together with the Diagram of Assessment District No.1 023,
were approved and confirmed by the Mayor and Common Council of the City of San Bernardino, County of San
Bernardino, State of California on the _ day of 19
CITY CLERK
City of San Bernardino
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CITY OF SAN BERNARDINO
DEPARTMENT OF PUBLIC WORKS I ENGINEERING
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ENGINEER'S REPORT
ASSESSMENT DISTRICT NO. 1020
(Mill Street and Dallas Avenue Area Landscape Maintenance Assessment District)
PETITION __ On November I, 1996, a petition was received from a developer representing property
within the proposed assessment district for the establishment of an assessment district for the maintenance of
landscaping along portions of Mill Street at Dallas Avenue. The signatures on the petition represent 100% of the
property owners of the parcels within the proposed boundaries of the district. This petition was the result of a
requirement placed upon the developer of Tract No. 15652 by the City to relieve the City from having to maintain
the areas oflandscaping.
A UTHORIZA TION -- On June 16, 1997, by action of the Mayor and Common Council of the City of San
Bernardino, the City Engineer and City Clerk were authorized to initiate proceedings for the formation of
Assessment District No. 1020 (Mill Street and Dallas Avenue Area Landscape Maintenance Assessment District)
pursuant to the provisions of San Bernardino City Municipal Code Chapter 12.90 and this Report has been prepared
and is hereby submitted pursuant to said provisions and in accordance with Resolution of Intention No.
adopted by the Mayor and Common Council of the City of San Bernardino on the day of
,19
. ADVANCE OF ESTIMATED COSTS OF PROCEEDINGS -- On March II, 1997, pursuantto Section
2.94.030 of the Municipal Code, the developer deposited $4,000 with the City to cover the estimated cost of
proceedings. At the conclusion of the proceedings and after confirmation of all costs, any amounts remaining will
be returned to the developer. If actual costs are more than the deposit, then the remainder can either be paid in a
lump sum by the developer or assessed against the properties involved.
EASEMENTS - All landscaping to be maintained will be within the dedicated right of way, or within
easements granted to the City for landscape maintenance purposes and no maintenance will be carried out on private
property .
DESCRIPTION OF IMPROVEMENTS -- The improvements to be maintained include landscaping and
all appurtenances along portions of the South side of Mill Street, adjacent to Lots 8, 9 and 10 of Tract No. 15652.
PLANS AND SPECIFICATIONS --Plans and Specifications for the landscaping have been prepared by
the developer according to the standards of the City and have been approved by the City.
DESCRIPTION OF BOUNDARIES -- The boundaries of the proposed district are shown on the
Assessment Boundary Map of Assessment District No. 1020 and are generally described as follows: The centerline
of Mill Street on the North, the Southerly, Easterly and Westerly lines of Tract No. 15652 on the South, East and
West respectively.
_ VICINITY MAP -- A vicinity map showing the general location of the proposed Assessment District is
Wlttached as Exhibit 1.
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DISTRICT BOUNDARY MAP -- A District Boundary Map has been prepared and is on file in the office
.e City Clerk. A reduced copy of the District Boundary Map is attached as Exhibit 2.
DISTRICT DIAGRAM -- A Diagram of the Assessment District will be prepared and filed with the City
Clerk after preliminary approval of this Report and will be filed with County Recorder and recorded'in the office
of the Director of Public Works after fmal approval of this Report, Confirmation of the Assessment Roll and
Resolution Ordering Work.
NOTICE OF EXEMPTION -- a "Notice of Exemption" declaring a Categorical Exemption was prepared
and filed with the Clerk of the Board of Supervisors of San Bernardino County on OS/29/97. No further
environmental proceedings are necessary. A copy of the Notice of Exemption is attached as Exhibit 3.
METHOD OF ASSESSMENT AND DETERMINATION OF BENEFIT --Landscaping and its proper
maintenance enhances the esthetics of any given area and the benefit received by the owners of properties in the
area is determined to be equal to the number of residential units that utilize the landscaped areas either as ingress
and egress or by actual physical use of the land as in the cases oflarge open areas. The boundaries of the proposed
district are drawn with this in mind and the Resolution of Intention delineates the specific areas of maintenance
which will benefit all of the properties within the boundaries. Thus, each residential lot or unit, be it a single family
lot, a condominium or an apartment will be assessed an equal share in the cost of maintenance (I residential lot or
unit = 1 Assessment Unit).
The benefit received by the parcels within the boundaries of the district is determined to be of more than
ordinary public benefit, thus each parcel within the district being assessed receives a special benefit from the
.. provements. If property not within the boundaries of a district also receives some benefit from the improvements,
sideration must then be given to a general benefit given by the improvements, which may not be assessed to
e parcels within the district. Since the installation and maintenance of the landscaping and establishment of an
assessment district for the maintenance of the landscaping is a requirement by the City for this development, it is
further determined that the improvements to be maintained by the assessment district are of special benefit to the
district only and are 100% assessable to the parcels within the boundaries of the assessment district.
Publicly owned lands within the Assessment District, if any, are subject to assessments, unless they receive
no benefit with the exception of public right of way, which is not subject to assessments. Presently, no parcels
within the district are publicly owned.
METHOD OF FINANCING - The estimated cost of the first year's maintenance shall be assessed against
the properties involved within the current fiscal year or the fiscal year following the establishment of the district.
Depending upon when the costs are assessed and when the actual maintenance is assumed by the City, this assessed
amount can be used as a source of pre-funding the first year's maintenance contract and incidental costs. Once the
City has assumed the responsibility for the maintenance, the properties may be assessed in advance each year
thereafter to establish a source of pre-funding each year's costs, or may be assessed for the actual contract and
incidental costs plus interest. Interest will be included in the assessment costs for any amounts or portions not pre-
funded through previous assessments. If there is a surplus from the estimated assessment in the event costs are pre-
funded through previous assessments, any such surplus shall be applied as a credit to the following year's
assessment or placed in a reserve fund to cover future increases or maintenance until such reserves are depleted.
The assessment, whether pre-funded or not, shall be levied, collected and enforced in the same manner, at the same
time, and with the same penalties and interest as in the case of taxes levied for property taxes. Table I sets forth the
~mated costs ofthe first years maintenance. No Bonds will be sold relative to this Assessment District.
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ASSESSMENT SPREAD -- The amount of each Assessment Unit is determined by dividing the total
maintenance costs, including all incidentals, by the total number of assessment units, as determined by the above
Method of Assessment Each parcel in the district is then assessed based upon the total number of Assessment Units
Mulated for that parcel.
. ASSESSMENT ROLL -- Presently there are 13 single family parcels within Tract No. 15652, with each
parcel representing I assessment unit as described under Method of Assessment, and assessment are spread
accordingly. No further subdivision of the parcels is anticipated. An Assessment Roll representing the estimated
fIrst year's maintenance costs has been prepared for the 13 parcels within Tract No. 15652 and is shown as exhibit
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FUTURE APPORTIONMENTS -- In the event that the assessment units, as determined under Method of
Assessment, change for any parcel(s) during the term of the Assessment District, the assessment amount for that
parcel(s) will change accordingly. Any Increases based solely on change in parcel size, land use or density, which
would result in an increase of assessment units, will not be subject to a public hearing as long as the formula for
determining the assessments as described is applied. Pursuant to Chapter 12.90 of the San Bernardino Municipal
Code, such reapportionments do not require the recording of an amended Diagram Map.
FUTURE INCREASES - Due to the nature oflandscape maintenance, it is anticipated that there will be
future increases in assessments'as contract, labor, water and energy costs are all subject to future increases. Annual
increases may be increased without further notice or public hearing by a percentage equal to the increase in the
Consumer Price Index for all Urban Consumers in the Los Angeles-Orange County-lnIand Empire area, published
by the United States Department of Labor, Bureau of Labor Statistics over the previous year.
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TABLE 1
ESTIMATED FIRST YEAR'S COST SUMMARY
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Assessment District No. 1020
(Mill Street and Dallas Avenue Area Landscape Maintenance Assessment District)
Description of Costs
Quantity
Unit Cost/Unit Annual Cost
Maintenance of Turf I Irrigation - Sq.Ft. 0.25 $ -
Maintenance of Groundcover IShrubslIrrigation 2,640 Sq.Ft. 0.20 $ 528.00
Maintenance of Trees I Irrigation 1 L.S. 100.00 $ 100.00
Water and Energy Costs 2,640 Sq.Ft. 0.10 $ 264.00
Weekly Inspection (labor,overhead) 48 Hours 25.00 $ 1,200.00
Annual Assmt. Engineering (Iabor+overhead) 10 Hours 30.00 $ 300.00
Contract Adminstration (labor+overhead) 15 Hours 22.00 $ 330.00
Incidentals (materials, supplies, other costs) 1 L.S. 100.00 $ 100.00
Outside Department Services (labor+overhead) 13 parcels 10.00 $ 130.00
Subtotal $ 2,952.00
Estimated Interest for non-prefunded amounts. 6 Percent $ 177.12
Adjustment (Rounding for Assessment Roll) $ (0.02)
TOTAL FIRST YEAR'S ESTIMATED COSTS $ 3,129.10
_mate based on full year's interest. Interest charged only on portions that are not pre-funded by the prior years
assessments as stated above. Rate varies based on City's average earnings as stated above.
ASSESSMENT CALCULATION -- Applying the Method of Assessment and Assessment Spread described above, the
following formula is used to determine the assessment amount per Assessment Unit:
Total Costs + Total Assessment Units=Cost per Assessment Unit
thus
3,129.10+13=$240.70 per Assessment Unit
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ENGINEER'S STATEMENT
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This Report, together with the Assessment District Boundary Map and Proposed Assessment RoUs has been
prepared and is being filed pursuant to and in compliance with Chapter 12.90 of the San Bernardino Municipal Code
and also in compliance with the reqUirements set forth in Article XIIID of the California Constitution for the
establishment of Assessment District No. 1020.
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Date
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ROGER G. HARDGRAVE
Director of Public Works/City Engineer
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List of Exhibits
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1. Vicinity Map..................................................... Exhibit "1"
2. Reduced copy of Boundary Map....................... Exhibit "2"
3. Copy of "Notice of Exemption"......................... Exhibit "3"
4. Proposed Assessment Roll (FY 1998/99)........... Exhibit "4"
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PROPOSED
ASSESSMENT DISTRICT
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CITY OF SAN BERNARDINO
PROPOSED ASSESSMENT DISTRICT NO. 1020
(Mill Street and Dallas Avenue Area Landscape Maintenance Assessment District)
EXHIBIT" 1"
ASSESSMENT BOUNDARY
ASSESSMENT DISTRICf NO. 1020
MIlL & DAlLAS AREA-
LANDSCAPE MAINTENANCE ASSESSMENT DISTRIcr
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EXHIBIT "2"
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CITY OF SAN BERNARDINO PLANNING AND BUILDING SERVICES DEPARTMENT
NOTICE OF EXEMPTION
FROM: CITY OF SAN BERNARDINO, PLANNING
AND BUILDING SERVICES DEPARTMENT
300 N. '0' STREET
SAN BERNARDINO, CA 92418
TO:
_OFFICE OF PLANNING AND RESEARCH
1400 TENTH STREET, ROOM 121
SACRAMENTO, CA 95814
X COUNTY CLERK
-COUNTY OF SAN BERNARDINO
385 NORTH ARROWHEAD AVENUE
SAN BERNARDINO, CA 92415
Project Title: ASSESSMENT DISTRICT NO.1 020
Project Locatlon-Speclllc: TRACT NO. 15652 - DALLAS AVENUE SOUTH OF MILL STREET
Project Locatlon-Clty: SAN BERNARDINO Project location - County: SAN BERNARDINO
Description of project: SBMC 12.90 PROCEEDINGS FOR THE ESTABLISHMENT OF A LANDSCAPE
MAINTENANCE ASSESSMENT DISTRICT
Name of Public Agency Approving Project:
CllY OF SAN BERNARDINO
CllY OF SAN BERNARDINO
Name of Person or Agency Canylng out Project:
Exem~t Status: (check one)
o Ministerial (Sec. 21080(b)(1); 15268);
o Declared Emergency (Sec. 21080(b)(3); 15269(a));
o Emergency Project (Sec.21080(b)(4); 15289(b)(c));
ex Categorical exemption. State type and eactlon number: Class 115301lc) Res.9D-217.Sec. B2c
o Statutory exemptions. State code number:
Reason why project is exempt: ESTABLISHMENT PROCEEDINGS FOR ASSESSMENT DISTRICT TO
PROVIDE FUNDING SOURCE FOR MAINTENANCE OF LANDSCAPING
Lead Agency
Contact Person,
LASZLO FOGASSY
Area CodefTelephonelExtenslon: (909) 384-5026
If filed by applicant:
1. Attach certllled document of exemption IIndlng.
2. Ha~ a n~ce of exe~tlon been IIled by the public agency approving the project? 0 Yes 0 No
SIgnature: )J!J (' I ,~ Date: <:?1:?-'l7 Title: Real Procertv Official
V~ .
[i Signed by Lead Agency 0 Signed by Applicant Date received for filing at OPR:
EXHIBIT "3"
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CITY OF SAN BERNARDINO
PROPOSED
1998 I 1999 ASSESSMENT ROLL - AD 1020
MILL & DALLAS AREA LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT
Assessment No. Parcel No. Assessment' Amt.
1 0142-661-79 $240,70
2 0142-661-80 $240,70
3 0142-661-81 $240.70
4 0142-661-82 $240.70
5 0142-661-83 $240.70
6 0142-661-84 $240.70
7 0142-791-01 $240.70
8 0142-791-02 $240.70
9 0142-791-03 $240.70
10 0142-791-04 $240.70
11 0142-791-05 $240.70
12 0142-791-06 $240.70
13 0142-791-07 $240.70
TOTALS:
13 Parcels
53,129.10
1020 /1998
EXlllBIT "4"
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