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HomeMy WebLinkAboutAgenda Packet - EVWD Board of Directors - 11/09/2004v *D East Valley :Water District 3654 HIGHLAND AVE., SUITE #18, HIGHLAND, CA REGULAR BOARD MEETING AGENDA November 9, 2004 2:00 P.M. ----------------------------------------------------------------------------- "hi order to comply with legal requirements for posting of agenda, only those items filed with the District Secretary by 10:00 a.m. on Wednesday prior to the following Tuesday meeting not requiring departmental investigation, will be considered by the Board of Directors". ----------------------------------------------------------------------------- CALL TO ORDER PLEDGE OF ALLEGIANCE Approval of Agenda 2. Public Comments CONSENT CALENDAR 3. Approval of Board Meeting Minutes for October 12, 2004. r✓ 4. Resolution 2004.29 — Accept Dedication of Water Distribution System within Tract 14362 (Lots 101, 171-187, 196 and 206-228) in the City of Highland. 5. Resolution 2004.30 - Accept Dedication of Sewers within Tract 14362 (Lots 101, 171-187, 196 and 206-228) in the City of Highland. 6. Resolution 2004.31 — A Resolution of Application by the East Valley Water District Requesting the Local Agency Formation Commission to Initiate Proceedings to Annex its Sphere of Influence as it is Related to Assessor's Parcel Number 297-011-09. 7. Approval of Development Agreement between East Valley Water District and Emmanuel John Damoulakis to Subdivide and Develop Certain Real Property within the Boundaries of the District which is located South of Water Street and West of Aplin Street, in the City of Highland. 8. Approval of Liens for Delinquent Water and Sewer Accounts. 9. Accounts Payable Disbursements: Accounts Payable Checks 9199113 through #199436 were distributed October 12, 2004 through November 3, 2004 in the amount of $2,015,553.17. Payroll Checks for period ended October 1, 2004, October 15, 2004 and October 29, 2004 included checks and direct deposits in the amount of $3,973.07, $95,539.96 and $94,109.28. Grand Total $193,622.31. Total Disbursements for the period were $2,209,176.03. OLD BUSINESS 10. Radon Rule/Perchlorate Rule Update (General Manager). V 11. Headquarters Project Review and Update (General Manager). 0772 12. Discussion and Possible action regarding Financial Contribution for Special District Public Education Program from California Special District Association (CSDA) and Association of California Water Agencies (ACWA). NEW BUSINESS 13. Review and Accept Financial Statements for period ended September 30, 2004. 14. Directors' fees and expenses for October 2004. 15. Discussion and Possible Action regarding Official Ballot for the San Bernardino Area Chamber of Commerce Board of Directors. REPORTS 16. November 4, 2004 — Releases of Lien for Delinquent Water and Sewer Accounts. 17. Water Quality Conference Budget Update (CFO). 18. Investment Report for Quarter ended September 30, 2004. 19. General Manager's Report 20. Oral Comments from Board of Directors 21. Appreciation letter to the District from Charles DuClos regarding the Phillip A. Disch Surface Water Treatment Plant and related Facilities Tour. 22. Association of the San Bernardino County Special District Membership Meeting, Green Tree Inn, 14173 Green Tree Blvd., Victorville, CA 92392, November 15, 2004. 23. California Water Policy Conference "California Dreamin" Time to Wake up, Wilshire Grand Hotel, Los Angeles, Ca., November 18-19, 2004. 24. California Municipal Utilities Association, Capitol Day -Legislative Briefing, Hyatt Regency Sacramento, Ca., January 10, 2005, ADJOURN ----------------------------------------------------------------------------- Pursuant to Government Code Section 54954.2(a), any request for a disability -related modification or accommodation, including auxiliary aids or services, that is sought in order to participate in the above- agendized public meeting should be directed to the District's Administrative Assistant at (909) 885-4900 at *AW least 24 hours prior to said meeting. 7 v U r SUBJECT TO APPROVAL EAST VALLEY WATER DISTRICT OCTOBER 12, 2004 REGULAR BOARD MEETING MINUTES The meeting was called to order at 2:01 p.m. by President Wilson. Director Negrete led the flag salute. PRESENT: Directors Lightfoot, Sturgeon, Wilson, Goodin, Negrete ABSENT: STAFF: Robert Martin, General Manager; Brian Tompkins, Chief Financial Officer; Justine Hendricksen, Administrative Assistant LEGAL COUNSEL: Steve Kennedy GUEST(s): Jo McAndrews, Bob Memory (Rams), Gail Stranske (CTG Energetics), Becky Kasten (EVWD), Joe Walsh (Rams), Matt LeVesque, Charles Roberts (Highland Community News), Gary Miller (GMID), George Marquez (GMID) APPROVAL OF AGENDA M/S/C (Lightfoot -Sturgeon) that the October 12, 2004 Agenda be approved as submitted. PUBLIC PARTICIPATION President Wilson declared the public participation section of the meeting open at 2:03 p.m. There being no written or verbal comments, the public participation section was closed. APPROVAL OF SEPTEMBER 28, 2004 BOARD MEETING MINUTES M/S/C (Sturgeon -Goodin) that the September 28, 2004 Board Meeting Minutes be approved as submitted. DIRECTOR NEGRETE AND LIGHTFOOT ABSTAINED FROM THE VOTE Minutes: 10/12/04 v RESOLUTION 2004.27 — ACCEPT DEDICATION OF WATER DISTRIBUTION SYSTEM WITHIN PARCEL MAP 15886 IN THE CITY OF HIGHLAND was presented to the Board for approval. M/S/C (Sturgeon -Goodin) that Resolution 2004.27 be approved. RESOLUTION 2004.28 — ACCEPT A RESOLUTION OF APPLICATION BY THE BOARD OF DIRECTORS OF THE EAST VALLEY WATER DISTRICT REQUESTING THE LOCAL AGENCY FORMATION COMMISSION TO TAKE PROCEEDINGS FOR THE ANNEXATION OF TERRITORY TO SAID DISTRICT was presented to the Board for approval. M/S/C (Sturgeon -Goodin) that Resolution 2004.28 be approved. APPROVAL OF LIENS FOR DELINQUENT WATER AND SEWER ACCOUNTS The General Manager stated that the charges identified by Account Number 0910786-01, 1050070-04, 1210701-00 had been paid and should be removed from the lien list. W M/S/C (Sturgeon -Goodin) that the liens for delinquent water and sewer accoLmts be approved for processing with the exceptions as noted by the General Manager. DISBURSEMENTS M/S/C (Sturgeon -Goodin) that General Fund Disbursements #198946 through 199112 distributed during the period of September 29, 2004 through October 7, 2004 in the amount of $937,528.24 and Payroll Fund Disbursements for the period ended October 1, 2004 and in the amount of $89,360.87 totaling $1,026,889.11 be approved. RADON RULE/PERCHLORATE RULE UPDATE The General Manager advised that there was nothing new to report on the Radon issue; that the Department of Health Services is currently working on a Drinking Water rule for Perchlorate. Information only. HEADQUARTER PROJECT REVIEW AND UPDATE The General Manager informed the Board that Gary Miller from GMID would provide detailed presentation to the Board regarding the Headquarters Project at Agenda item # 16. Minutes: 10/12/03 DISCUSSION AND POSSIBLE ACTION REGARDING UNDERGROUND V STORAGE TANK REGULATORY ISSUES CM The General Manager updated the Board on the current underground storage tank facilities; that Gary Sturdivan had prepared a report regarding the costs, anticipated fees, responsibilities, and requirements that the District will incur if the existing and/or any future storage tanks are maintained and operated by the District; that staff recommends removing the existing storage tanks, eliminate the plans for storage tanks at the District Headquarters Facility and to purchase fuel from an outside vendor. The Board of Directors commended Gary Sturdivan and Paul Dolter for an excellent report. M/S/C (Sturgeon -Goodin) that the District remove the existing Underground Storage Tanks, eliminate plans for storage tanks at the New District Headquarters Facility and purchase fuel from an outside vendor. DIRECTORS FEES AND EXPENSES FOR SEPTEMBER 2004 were presented to the Board for approval. M/S/C (Sturgeon-Negrete) that the Directors Fees and Expenses for September 2004 be approved. FINANCIAL STATEMENTS FOR PERIOD ENDED AUGUST 2004 were presented to the Board. M/S/C (Negrete-Lightfoot) that the Financial Statements for Period ended August 2004 be accepted. DISCUSSION AND POSSIBLE ACTON REGARDING AUDIT REPORT FOR FISCAL YEAR ENDING NNE 30, 2004 A detailed presentation of the District's Audit Report for Fiscal Year Ended June 30, 2004 was offered by Mr. Bob Memory from Rogers, Anderson, Malody & Scott. M/S/C (Lightfoot -Sturgeon) that the Audit Report for Fiscal Year ended June 30, 2004 be accepted. DISCUSSION AND POSSIBLE ACTION REGARDING SAN MANUEL BAND OF MISSION INDIANS' POTENTIAL FUTURE ACQUISITION OF PRESENT EVWD WATER/SEWER SYSTEMS LOCATED ON THE RESERVATION. THESE SYSTEMS WOULD BE WHOLLY OWNED, OPERATED AND MAINTAINED BY THE TRIBE TO THE DESIGNATED POINTS OF CONNECTION WITH THE EVWD SYSTEMS AT OR NEAR THE BOUNDARY OF THE RESERVATION. 3 Minutes: 10/12/04 The General Manager updated the Board on the request from San Manuel Tribe; that the V tribe would like to relocate water/sewer lines located on Victoria Avenue; that the District is consistently dealing with ongoing issues with the San Manuel Tribe; that the District would like to investigate and research the requirements needed to move forward on this request. M/S/C (Lightfoot-Negrete) that the Board authorize the General Manager and Legal Counsel to research, investigate and pursue the requirements regarding the potential conveyance of existing EV WD water/sewer systems located on the Reservation. DISCUSSION AND POSSIBLE ACTION REGARDING CANCELING OR RESCHEDULING THE OCTOBER 26, 2004 BOARD MEETING M/S/C (Sturgeon -Gooding) that the October 26, 2004 Board Meeting be Cancelled. DIRECTOR LIGHTFOOT LEFT AT 3:53 P.M. PRESENTATION FROM GARY MILLER (GMID) REGARDING THE DESIGN REVIEW ON THE PERMANENT HEADQUARTERS FACILITY AND LEED'S UPDATE A detailed presentation was made by Gary Miller regarding the Headquarters Design, including the Lunch Room Facilities, Museum concepts and initial sketches of the Board Room, and potential materials to be used. Director Sturgeon suggested we include a Mission Statement in the Board Room Design. Gail Stranske provided a detailed presentation to the Board regarding the LEED's update on the Headquarters Project. RELEASES OF LIEN FOR DELINQUENT WATER AND SEWER ACCOUNTS List of liens released on October 6, 2004 was reviewed. Information only. WATER QUALITY CONFERENCE BUDGET No Update at the present time. %0 4 Minutes: 10/12/04 %W GENERAL MANAGER'S REPORT The General Manager reported on the District's operations to date; that elevated levels of nitrate have been detected at well 28; that there was a break-in and theft at the Highland Facility; that the District tour is scheduled for October 13, 2004; that the Recharge Agreement has been signed and is final. Information Only. ORAL COMMENTS FROM BOARD OF DIRECTORS Directors Sturgeon commented that he has received more information regarding the request for Financial Contribution for California Special District Association (CSDA) and the Association of California Water Agencies (ACWA) and would like to add this item to the next agenda. There being no further verbal or written comments from the Directors, this section of the meeting was closed. Information Only. APPRECIATION LETTER TO THE DISTRICT FROM KIMBERLY COX, DIVISION 1 AND LAFCO SPECIAL DISTRICT BOARD MEMBER EXPRESSING GRATITUDE FOR SUPPORT IN THE RECENT SPECIAL DISTRICT ELECTION PROCESS. Information only. �r ASSOCIATION OF THE SAN BERNARDINO COUNTY SPECIAL DISTRICT MEMBERSHIP MEETING, SIERRA LAKES GOLF CLUB, 16600 CLUBHOUSE, FONTANA, CA, OCTOBER 18, 2004. Information only. 25TH ANNIVERSARY OF THE HIGHLAND SENIOR CENTER, 3102 E. HIGHLAND AVE, HIGHLAND, CA OCTOBER 21, 2004. Information only. ADJOURN The meeting was adjourned at 4:30 p.m. until the next regularly scheduled Board Meeting on November 9, 2004. Robert E. Martin, Secretary George E. Wilson, President 5 Minutes: 10/12/04 RESOLUTION 2004.29 A RESOLUTION OF THE BOARD OF DIRECTORS OF THE EAST VALLEY WATER DISTRICT ACCEPTING DEDICATION OF WATER DISTRIBUTION SYSTEM TRACT 14362 (Lots 101, 171-187,196 and 206-228) BE IT HEREBY RESOLVED by the Board of Directors of the East Valley Water District, as follows: WHEREAS, the water pipeline system and appurtenant structures constructed within Tract 16068 as described in Exhibit "A" for public use in the City of Highland, have been dedicated to East Valley Water District by Jonathan M. Jaffe, Western Region President for Lennar Homes. NOW THEREFORE, BE IT HEREBY RESOLVED, that the Irrevocable Officer of Dedication of Water System dated September 16, 2004 and executed by Jonathan M. Jaffe, Western Region President for Lennar Homes on September 23, 2004 be accepted and all rights, title and interest in and to said water system be vested in the East Valley Water District, and that the Secretary of this District be, and is hereby authorized and directed to record this Resolution with said Dedication of Water Distribution system attached hereto, in the office of the County Recorder of the County of San Bernardino, State of California. *********************** The foregoing resolution was duly adopted at a meeting of the Board of Directors of the East Valley Water District, upon motion duly made, seconded and carried on November 9, 2004, AYES: Directors NOES: ABSENT: Attest: �^a sso -rect 14362 10/14/04 jw EAST VALLEY WATER DISTRICT George E. Wilson, President Robert E. Martin Board Secretary u RECORDING REQUESTED BY: East Valley Water District WHEN RECORDED MAIL TO: East Valley Water District Post Office Box 3427 San Bernardino, California 92413 Board of Directors East Valley Water District San Bernardino, California 92413 IRREVOCABLE OFFER OF DEDICATION OF WATER SYSTEM DATE: September 16, 2002 We hereby declare that the water system and appurtenant structures to be constructed in Tract 14362, Homesites 101, 171-187. 196. and 206-228 in accordance with all the requirements of the East Valley Water District are intended for public use and that upon their acceptance by said District, all rights, title and interest of the undersigned in and to said water system shall thereupon vest in the District. The within dedication shall be binding upon heirs, successors, assignees, executors, or administrators of the undersigned, SEE EXHIBIT "A". The undersigned further declares and hereby certifies that there are no liens or debts of any nature presently due or outstanding against or upon said water system and appurtenant structures for labor or materials r/ or for any other cause, and that the undersigned will hold East Valley Water District free and harmless from any and all such claims of liens asserted upon said water system and appurtenant structures should they be claimed or arise provided such claims or liens arose from acts which occurred onjor gefo a the date listed above. (Corporate Seal) 0 STATE OF CALIFORNIA COUNTY OF Orr. ,, - , Western Region President On SP t4iinhW e23 20P, before me, �tealzn� t� Di �r a r i �i in and for the said County and State, personally appeared na %tarn YY1. J T(1afA— personally known to me ( ) to be the persoqN whose name(c) is subscribed to the same in &her;thiek authorized capacity(W, and that by Qs erltheir signature(a) on the instrument the personal, or the entity upon behalf of which the personM acted, executed the instrument. WITNESS my hd and official seal. _ y� DEE MKER Signature C �1�Cy) (Seal) CaMdWon N 1257717 N&COY Pubk — C Mania (Rev: 2/6/02) Drawer No. 3 Orange County '111111110IJy Comm. B#e; Apr 19, 2004 EXHIBIT "A" RESOLUTION 2004.30 A RESOLUTION OF THE BOARD OF DIRECTORS ti✓ OF THE EAST VALLEY WATER DISTRICT ACCEPTING DEDICATION OF SEWERS TRACT 14362 (Lots 101, 171-187, 196 and 206-228) BE IT HEREBY RESOLVED by the Board of Directors of the East Valley Water District, as follows: WHEREAS, the sanitary sewers and appurtenant structures constructed in accordance with specifications of the East Valley Water District at Tract 14362 for public use in the City of Highland, have been dedicated to East Valley Water District by Jonathan M. Jaffe, Western Region President for Lennar Homes. NOW THEREFORE, BE IT HEREBY RESOLVED, that the Dedication of Sewers dated September2, 2004 and executed by Jonathan M. Jaffe, Western Region President for Lennar Homes on September 23, 2004 be accepted and all rights, title and interest in and to said sewers be vested in the East Valley Water District, and that the Secretary of this District be, and is hereby authorized and directed to record this Resolution with said Dedication of Sewers attached ftO hereto, in the office of the County Recorder of the County of San Bernardino, State of California. The foregoing resolution was duly adopted at a meeting of the Board of Directors of the East Valley Water District, upon motion duly made, seconded and carried on November 9, 2004. AYES: Directors NOES: ABSENT: Attest: Trac; 14362 516-0 10/' 4/04 jw EAST VALLEY WATER DISTRICT George E. Wilson, Board President Robert E. Martin Board Secretary LJ RECORDING REQUESTED BY: East Valley Water District WHEN RECORDED MAIL TO: East Valley Water District Post Office Box 3427 San Bernardino, California 92413 Board of Directors East Valley Water District San Bernardino, California 92413 IRREVOCABLE OFFER OF DEDICATION OF SEWER SYSTEM DATE: September 16, 2002 We hereby declare that the sewer system and appurtenant structures to be constructed in Tract 14362, Homesites 101, 171-187. 196. and 206-228 in accordance with all the requirements of the East Valley Water District are intended for public use and that upon their acceptance by said District, all rights, title and interest of the undersigned in and to said sewer system shall thereupon vest in the District. The within dedication shall be binding upon heirs, successors, assignees, executors, or administrators of the undersigned, SEE EXHIBIT "A". The undersigned further declares and hereby certifies that there are no liens or debts of any nature presently due or outstanding against or upon said sewer system and appurtenant structures for labor or materials �r or for any other cause, and that the undersigned will hold East Valley Water District free and harmless from any and all such claims of liens asserted upon said sewer system and appurtenant structures should they be claimed or arise provided such claims or liens arose from acts which occurred on or before the date listed above. (Corporate Seal) Lennar 2 STATE OF CALIFORNIA COUNTY OF QraAq e Western Reaion President On &fAe'M6 Y oZ3 , 20ba_, before me, 4 1a- r 06 fit -A in and for the said County and State, personally appeared iY1..1 �1 personal) known to me (eF pfaved to fne to be the persoo whose name(s)Q0 subscribed to the same in &he#threir authorized capacityW, and that byis erftheir signatureM on the instrument the person(, or the entity upon behalf of which the person(4) acted, executed the instrument. WITNESS my-hafld and official seal. Signature f�Ltyj (Seal)AMR DEE DEE Be t7 hlotory 22tc — Cafttarnlc (Rev: 2/6/02) Drawer No. 3 Orange County r NN Comm. l ph: s Apr 19, 2004 RESOLUTION NO. 2004.31 A RESOLUTION OF APPLICATION BY THE EAST VALLEY WATER DISTRICT REQUESTING THE LOCAL AGENCY FORMATION COMMISSION INITIATE PROCEEDINGS TO ANNEX ITS SPHERE OF INFLUENCE AS IT RELATES TO ASSESSOR'S PARCEL NUMBER 297-011-09 BE IT RESOLVED, by the Board of Directors of the East Valley Water District that: WHEREAS, the East Valley Water District desires to initiate proceedings pursuant to the Cortese -Knox Local Government Reorganization Act, commencing with Section 5600 of the California Government Code, to annex its Sphere of Influence of the East Valley Water District which generally includes territory north of the City of Highland City Boundaries; and, WHEREAS, the territory proposed to be annexed is uninhabited and a description of the boundaries of said territory are set forth in Exhibit "A" attached hereto by reference; and WHEREAS, it is desired that the proposed annexation be subject to the normal terms and conditions imposed by the Local Agency Formation Commission; and WHEREAS, the reason for the proposed annexation is to expand the planning boundaries of the East Valley Water District to include those area which could benefit from district services, facilities, and amenities. NOW THEREFORE, BE IT RESOLVED, that the Resolution of Application is hereby approved and adopted by the Board of Directors of the East Valley Water District, and the Local Agency Formation Commission for San Bernardino County is hereby requested to initiate proceedings for the annexation of the territory as described in Exhibit "A," in the manner provided by the Cortese - Knox Local Government Reorganization Act of 1985, as amended. BE IT FURTHER RESOLVED, that the Secretaryof the Board of Directors ofthe East Valley Water District is hereby authorized.to transmit to the Executive Office of the Local Agency Formation Commission a certified copy of this Resolution. The foregoing Resolution was duly adopted at a meeting of the Board of Directors of the East Valley Water District, upon motion duly made, seconded and carried on this -------- day of -----, 2004. AYES: NOES: ABSENT: ATTEST: 1r' East Valley Water District October 25, 2004 27215 Base Una Robert E. Martin, General Manager Highland, CA 92346 East Valley Water District (sos) 664-6661 FAX (909) 662-3160 3654 Highland Ave.' Suite 18 www.ci.highland.ca.us Highland, CA 92346 City Council Subject: Board of Director's support for Annexation Application from Mayor Inland Communities Corporation (APN:297-011-09) Ross B. Jones Mayor Pro -Tom Dear Mr. Martin: Larry McCellon On behalf of Inland Communities Corporation, the City respectfully requests Penny Ulburn East Valley Water District Board of Director's support for Annexation of the hn P. Timmer scop ) subject parcel into the East Valley Water District's service area. The subject hn fir/ parcel is currently within the East Valley Water District's Sphere of Influence Area as adjusted by LAFCO on August 18, 2004. To assist you with this City Manager Sam J. Racedio request, I have attached a "draft" resolution for your consideration. If you have any corrections, please fax them to me and I will make the changes and provide copies as requested. As you are aware, Inland Communities Corporation is proposing to subdivide 54.3 acres of land into 59 single family residential lots with open space and park land within the City's Sphere of Influence. The site is located on the north side of Oak Creek Channel and east of Plunge Creek. Most of the proposed Tract is within East Valley Water District's service area, however a small portion designated as a neighborhood park and open space, remainswithin East Valley Water District's Sphere of Influence. Also attached are copies of the draft Fiscal Analysis and Plan for Service reports produced by Stanley R. Hoffman and Associates for your review and comments. These reports will be part of the LAFCO Application and any comments you could provide will be helpful. Ln Bob E. Martin letter v October 25, 2004 Page 2 Should you have questions, please contact me at (909) 864-8732, Ext. 215. Sincerely, awrenc . Mainezz,'`�/ City Planner Attachments: 1. Draft Resolution 2. Tract Map 16914 3. Annexation Exhibit 4. Draft Fiscal Analysis and Plan for Services (Stanley R. Hoffman and Associates.) cc: Sam Racadio, City Manager (w/o encl.) Rick Hartmann, Community Development Director (w/o encl.) RESOLUTION NO. *SAO, A RESOLUTION OF APPLICATION BY THE EAST VALLEY WATER DISTRICT REQUESTING THE LOCAL AGENCY FORMATION COMMISSION INITIATE PROCEEDINGS TO ANNEX ITS SPHERE OF INFLUENCE AS IT RELATES TO ASSESSOR'S PARCEL NUMBER 297-011-09 BE IT RESOLVED, by the Board of Directors of the East Valley Water District that: WHEREAS, the East Valley Water District desires to initiate proceedings pursuant to the Cortese -Knox Local Government Reorganization Act, commencing with Section 5600 of the California Government Code, to annex its Sphere of Influence of the East Valley Water District which generally includes territory north of the City of Highland City Boundaries; and, WHEREAS, the territory proposed to be annexed is uninhabited and a description of the boundaries of said territory are set forth in Exhibit "A" attached hereto by reference; and WHEREAS, it is desired that the proposed annexation be subject to the normal terms and conditions imposed by the Local Agency Formation Commission; and WHEREAS, the reason for the proposed annexation is to expand the planning boundaries of the East Valley Water District to include those area which could benefit from district services, facilities, and amenities. NOW THEREFORE, BE IT RESOLVED, that the Resolution of Application is hereby approved and 111110 adopted by the Board of Directors of the East Valley Water District, and the Local Agency Formation Commission for San Bernardino County is hereby requested to initiate proceedings for the annexation of the territory as described in Exhibit "A," in the manner provided by the Cortese - Knox Local Government Reorganization Act of 1985, as amended. BE IT FURTHER RESOLVED, that the Secretary of the Board of Directors of the East Valley Water District is hereby authorized to transmit to the Executive Office of the Local Agency Formation Commission a certified copy of this Resolution. The foregoing Resolution was duly adopted at a meeting of the Board of Directors of the East Valley Water District, upon motion duly made, seconded and carried on this -------- day of ------- 2004. AYES: NOES: ABSENT: East Valley Water District ATTEST: A m a N O 10 w O I�I o ISI 1 W N 0 z z 1,YM N � N Y1 zam za o Vi 0 q 4 z M'�nnnnoY' a z 00 O OW <z >o 0 Fr Z 1 i �j N ] U II aIUWO NmNbmW1� z�F WZa COQ! OM3,'21O 4411 O OO N b Pa 0^ F t: E. y 1Ni m a Q F C Y O 0 I�I o ISI F CoA 1 I 1 1,YM N � 0 1 Y1 O za o Vi 0 q m M'�nnnnoY' N 00 I I I <z >o 0 Fr z ' °1 r 0 O W z i N10�wo Y0-70E-OSZT may Y O 0 I�I o ISI F 1 I 1 1,YM N � �Nt0 Y1 �lIm za o Vi 0 q m M'�nnnnoY' abl`p w I I I <z >o 0 Fr ^ 1 i �j N NmNbmW1� m WZa 4411 M b N b Y m 0^ z y Fla iv 7n NSo HEo z Am OmOmOmO 0 Y =1 ZZZZ c O^NMYm+1- yy 1„ O W z i Q Y0-70E-OSZT may Y O 0 I�I o ISI o 1 I 1 N � a M 1 9 Z I I 1 1 I I za o Vi 0 q m abl`p w I I I <z >o 0 Fr a 1 i �j F m WZa 4411 o � 00 z y ;sz Z', z z 0 Y a � c yy 1„ Q I Y0-70E-OSZT may I�I o ISI o 1 I 1 1 N I� 1 O NmC M 1 9 Z I I 1 1 I I za o Vi 0 q m abl`p w I I I <z >o 0 Fr Z 1 i C3 p�p< C3 N UN � O I Y0-70E-OSZT may i o b m O m � O o � 00 z y z 0 v EXHIBIT "A" LEGAL DESCRIPTION REORGANIZATION TO INCLUDE ANNEXATION NO. TO THE CITY OF HIGHLAND AND CONCURRENT DETACHMENT FROM THE COUNTY OF SAN BERNARDINO LAFCO 2004 - ALL THAT CERTAIN REAL PROPERTY IN THE UNICORPORATED TERRITORY OF THE COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA, BEING ALL OF THE FOLLOWING PARCELS: 1. GOVERNMENT LOT 3, 2. THE NORTHWEST '/4 OF THE SOUTHWEST'/4 OF THE SOUTHEAST %4, 3. THE SOUTHWEST'/4 OF THE SOUTHWEST'/4 OF THE SOUTHEAST 1/4, 4. THE SOUTHEAST'/4 OF THE SOUTHWEST 1/4 OF THE SOUTHEAST '/4, ALL WITHIN THE NORTHWEST '/4 OF SECTION 6, TOWNSHIP 1 SOUTH, RANGE 2 WEST, SAN BERNARDINO BASE AND MERIDIAN, ACCORDING TO OFFICIAL PLAT OF SAID LAND APPROVED BY THE SURVEYOR GENERAL, DATED AUGUST 22, 1882, THE BOUNDARY OF SAID PARCELS, COMBINED, BEING MORE PARTICULARLY DESCRIBED AS FOLLOWS: BEGINNING AT THE SOUTHWEST CORNER OF SAID GOVERNMENT LOT 3, SAID POINT BEING THE NORTHWEST CORNER OF "LAFCO 2542 -CITY OF HIGHLAND ANNEXATION NO. I," AS EVIDENCE BY CERTIFICATE OF COMPLETION, RECORDED DECEMBER 1, 1989 AS INSTRUMENT NO. 89- 454216 OF OFFICIAL RECORDS OF SAID COUNTY, SAID POINT ALSO BEING ON THE EASTERLY BOUNDARY OF "LAFCO 2425- REORGANIZATION TO INCLUDE INCORPORATION OF THE CITY OF HIGHLAND AND DETACHMENT FROM COUNTY SERVICE AREAS SL -1 AND 70" AS EVIDENCED BY CERTIFICATE OF COMPLETION, RECORDED JANUARY 7, 1988 AS INSTRUMENT NO. 88-004990 OF OFFICIAL RECORDS OF SAID COUNTY; 'L' v THENCE ALONG SAID BOUNDARY OF THE COMBINED PARCELS THE FOLLOWING COURSES: 1. ALONG THE NORTHERLY LINE OF SAID LAFCO 2542 SOUTH 880 14' 07" EAST, 2048.14 FEET, 2. LEAVING SAID NORTHERLY LINE NORTH 02015'59" WEST, 315.37 FEET, 3. NORTH 88°17'45" WEST, 325.30 FEET, 4. NORTH 02°24'56" WEST, 315.08 FEET, 5. NORTH 88°21'22" WEST, 326.10 FEET, 6. NORTH 02°33'58" WEST, 629.61 FEET, 7. NORTH 88°28'32" WEST, 1365.24 FEET TO SAID EASTERLY LINE OF LAFCO 2425, 8. ALONG SAID EASTERLY LINE SOUTH 01002'15" EAST, 1251.39 FEET TO THE POINT OF BEGINNING, THE HEREINABOVE DESCRIBED PARCEL CONTAINS 46.79 ACRES OF LAND. IANDs& fig. 463 tP QFC W. J. MCKEEVER, INC_ SAN BERNARDINO COUNTY FLOOD CONTROL N y {! 6 6 pF i !i AA A i IIII1IfIIIlI1I 5 g6��I�l�� 11°1df� 11jA1 !p1• MI � ��113' 115 1I'.11111 � ${!}st A�f g1tt l1r! l I(E� r! r�i A11 1 111,1 3 1? 3 1 9 aQ K L•..N ,Lr Y •n F• M� r• +' u ci •3_ I' J, s •:FI v.m O ~ t t yT f I P. e 1 ; -"on on "TTM 16914" Fiscal Impact Analysis Citv of Hiqhland Prepared for: The City of Highland Community Development Department 27215 E. Base Line Highland, CA 92346 September 30, 2004 SRHA Job #1062 TANLEY P.. 0FFIAAN11661 San Vicenie Blvd. Suite 306 Los Angeles. CA 90049-5111 _ = 310. 820.2680. 310.820-83:1 iar. WWW.sta nlewh ournan.com v %W CONTENTS EXECUTIVE SUMMARY...................................................................... ... CHAPTER 1 - INTRODUCTION..................................................................................................................1 1.1 Background....................................................................................................................1 1.2 Methodology and Assumptions.....................................................................................1 1.3 Report Organization.......................................................................................................2 CHAPTER 2 - DETAIL PROJECT DESCRIPTION.....................................................................................3 2.1 Project Location.............................................................................................................3 2.2 Project Description and Development...........................................................................3 2.3 Project Valuation...........................................................................................................6 2.4 Taxable Sales.................................................................................................................6 CHAPTER 3 - FISCAL ANALYSIS.............................................................................................................7 3.1 Projected Impacts..........................................................................................................7 3.2 Surmnary of Revenues ..................................................................................................7 3.3 Property Tax Revenues.................................................................................................9 3.4 Off-site Sales and Use Tax...........................................................................................9 3.5 Summary of Costs.......................................................................................................10 CHAPTER 4 - GENERAL ASSUMPTIONS AND FISCAL FACTORS......................................................11 4.1 General Assumptions..................................................................................................11 4.2 Revenue Assumptions and Factors.............................................................................12 4.3 Cost Assumptions and Factors....................................................................................13 APPENDIX A - SUPPORTING TABLES........................................................ APPENDIX B - PERSONS AND AGENCIES CONTACTED...................................................... �R ...24 Stanlev R. Hoffinan associates. Glc. ii "TTM 16914" Fiscal Analysis September 30. 2004 Citv of Hienland \r/ EXECUTIVE SUMMARY This report presents the projected annual fiscal impacts of the proposed development by Inland Communities Corp, on the City of Highland at project buildout. The project site, known as "TTM 16914", consists of about 54.0 acres that are currently located both within the City of Highland boundaries and the County of San Bernardino. About 7.2 acres of the site are currently within the City of Highland. A small portion of the annexation area, about 1.6 acres is located outside of the "TTM 16914" boundaries. However, no development is proposed forthis parcel (APN 297-011-18) so there will be no fiscal impacts. The project is proposed for 59 residential units at the northern end of San Benito Street in the eastern part of Highland. A concurrent annexation proposal is currently being processed. Fiscal impacts are presented in constant 2004 dollars for the City's General Fund and Gas Tax Fund. The projected impacts are based on the project description provided by Inland Communities Corp and an analysis of the City's Fiscal Year 2003-2005 Budget. V Discussions with City and project team staff have assisted in developing the fiscal factors used for the analysis. Table 1 summarizes the projected fiscal impacts to the City. As shown in Table 1, after buildout, a recurring surplus of $44,033 is projected for the proposed project. Revenues are estimated at $95,027 and costs are estimated at $50,994. This results in a revenue/cost ratio of 1.86. Key General Fund revenues include property taxes, motor vehicle in lieu fees and off-site sales and use tax. Gas Tax revenues are also generated, and provide a major source of funds for road and street -related maintenance. Major projected costs for this project include contract sheriff services, park maintenance and street -related maintenance. The project will provide a public park, open space slopes and trails, and will be required to annex into the City's existing Consolidated Landscape and Lighting District No. 96-1 to fund the maintenance costs of landscaping and other improvements associated with the new parks and landscaped slopes. The City assumes 40.0 percent of park maintenance and the LLD assumes 60.0 percent of the cost. The project area will also be required to Stapler R. Hofimarz Associates, Inc. in "TTM 16914" Fiscal Anaiysts September 30. 2004 City of Highland W annex into the City's existing Streets and Drainage Maintenance District No. 96-1 to fund the maintenance costs for drainage and an emergency access road. TABLE 1 "TTM 16914" FISCAL ANALYSIS CITY OF HIGHLAND SUMMARY OF FISCAL IMPACTS (In Constant 2004 Dollars) City General Fund Buildout Annual Recurring Revenues $95,027 Annual Recurring Costs $50,994 Annual General Fund Net Impact $44,033 Revenue/Cost Ratio 1.86 Sources: Stanley R. Hoffman Associates, Inc. City of Highland, Fiscal Year 2003-2005 Adopted Budget. Similer R. Hoffman Associates. Inc. n "TTM 16914 Fiscal Analysts September 30. 2004 Crtv of Hi ehland CHAPTER 1 - INTRODUCTION 1.1 Background The proposed "TTM 16914" project is located in both the City of Highland and the County of San Bernardino, with the majority of the development falling within the jurisdiction of the County. This area is proposed for annexation into the City of Highland, and a concurrent annexation proposal is currently being processed. Figure 1-1 shows the project area. The project is proposed as a residential community comprised of 59 single family homes. The City has requested a fiscal analysis of the effects of the proposed residential development on the City's General Fund operating budget. 1.2 Methodology and Assumptions The analyses in this report are based on the following methodology and assumptions from the following sources: 1. Land use descriptions for the proposed residential project are based on information provided by Inland Communities Corp. Existing assessed valuation for the property site is estimated based on information from the San Bernardino �✓ County Auditor -Controller. 2. Residential taxable purchases from the proposed households are projected based on U. S. Bureau of Labor Statistics, Consumer Expenditure Survey, 2001 which indicates that retail taxable purchases represent about 32 percent of total household income. It is assumed that the City could capture an estimated 25.0 percent of these household purchases. Project retail taxable sales are projected based on factors from the Urban Land Institute's Dollars & Cents of Shopping Centers: 2004. Population is estimated based on an average of 3.45 persons per household, according to data provided by California Department of Finance, January 2004 estimates. 4. Cost and revenue factors for the City General Fund were derived through an analysis of the City of Highland Adopted Budget, Fiscal Year 2003-2005 and discussions with City staff. Property tax allocation factors for the Tax Rate Area (TRA) in which the project site is located were obtained from the San Bernardino County Auditor - Controller's Office. 6. All revenue and cost projections are presented in constant 2004 dollars. V SIanler P. Hof nan Associates. Pic. "TTM 1691 J" Fiscal Analysts 5_mmber ;':. nn- Cit of }L }:;anc im W U Figure 1.1 "TTM 16914" Project Area Vicinity Source: www.maps.yahoo.com 1.3 Report Organization In addition to the Executive Summary, the report is organized into the followings sections: ■ Project background and overview are presented in Chapter 1. • Project description and development scenarios are presented in Chapter 2. • Fiscal impacts on the City's General Fund are presented in Chapter 3. • Cost/revenue assumptions and estimated factors are presented in Chapter 4. ■ Supporting detail assumptions and calculations are presented in Appendix A. Sta81e1R. Hofrman Associates. hic. Sco—mbei 3U. ?pn! 1691 '"Fiscal Analysis CIT', ofHighianc'. V i✓ CHAPTER 2 - DETAIL PROJECT DESCRIPTION The following chapter presents the detailed land uses for the proposed development. This includes a summary of the projected population at buildout as well as required infrastructure and other land uses. 2.1 Project Location The proposed project site is located in the area of Highland known generally as East Highlands and lies 3.7 miles east of Freeway 30. Site access is from the 5ch Street exit at Freeway 30 east along Greenspot Road and north on San Benito Street. The project site is bounded by Oak Creek flood channel on the south, land owned by the San Bernardino County Flood Control District (SBCFCD) on the west, and open space on the north and east. The project site and immediate area is shown in Figure 2-1. 2.2 Project Description and Development The project site encompasses about 54.0 acres, of which 7.2 acres are currentlywithin the City of Highland. The remaining 46.8 acres are located within the County of San Bernardino and is proposed for annexation. As shown in Table 2-1, the project is proposed for 59 single-family detached residential units. The population is projected at 204 based on an average 3.45 persons per household, according to estimates for January 1, 2004 provided by the California Department of Finance. Approximately 32.1 acres of land will be used for parks, landscaped slopes and trail and the preservation of open space. About 3.0 acres is designated for a public park and 3.5 acres will consist of landscaped slopes, open space and trails. About 25.6 acres of the site will remain as undeveloped open space. In addition, there will be an estimated 0.78 lineal miles of public roads that will be maintained by the City. No new signalized intersections are required. The 25.6 acres of open space use is a remainder parcel which will be the responsibility of the owner, currently the developer. However, the developer plans to Slander R. Hofiinan Associate_ in;_ se lrnnbt 7 "TTM 16914" Fiscal .4nalvsis $aji Bernardino ?;atenal Forest \ L { y Y 1, . CT tr G. E ��� .}fit-.t�" '�' a""s���K�6��1r' a✓i� s c � iA i i "f'b :t9 �..+- t �, v , L 4Y ° Fal+",' 1 s yr.� �. ��p t,j `� f 'i, ,�'. �r , �.t , Iz�"-F ��,sz £ i ➢f T�� y V 111111110 W TABLE 2-1 "TTM 16914" FISCAL ANALYSIS CITY OF HIGHLAND LAND USE AND DEVELOPMENT SUMMARY (in Constant 2004 Dollars) Sources: Stanley R. Hoffman Associates, Inc. Inland Communities Corp. State of California, Department of Finance, E-5 City/County Population and Housing Estimates, January 1, 2004. Stcnilct' /:. Flntiinan . is:eocirrra. Lt:. ie11t2nib "TTP:) 1691='Fiscal Anal, sis Annexation Area City Area Total Acres 46.8 7.2 54.0 Residential Units 41 18 59 Population (aCa) 3.45 persons per unit) 142 62 204 Valuation Average Weighted Value per Unit $563,220 $563,220 $563,220 Total New Residential Valuation $23,092,034 $10,137,966 $33,230,000 Existing Valuation 1.123.888 265.234 1.389.122 Net Assessed Valuation $21,968,146 $9,872,732 $31,840,878 Estimated Off -Site Taxable Sales $461,841 $202,759 $664,600 Parks and Open Space Acres Public Park 1.8 1.2 3.0 Open Space/Slopes/Trails 3.5 0.0 3.5 Open Space (undeveloped) 25.6 0.0 25.6 Total Parks and Open Space 30.9 1.2 32.1 Public Roads Lineal Miles 0.63 0.15 0.78 Lineal Feet 3,326 792 4,118 Square Feet (Lineal feet x 60' right-of-way) 199,584 47,520 247,104 Signalized Intersections 0 0 0 Sources: Stanley R. Hoffman Associates, Inc. Inland Communities Corp. State of California, Department of Finance, E-5 City/County Population and Housing Estimates, January 1, 2004. Stcnilct' /:. Flntiinan . is:eocirrra. Lt:. ie11t2nib "TTP:) 1691='Fiscal Anal, sis Taw `/" transfer the parcel to the U.S. Forest Service. The 6.5 acres of public parks and open space slopes and trails will be required to annex into the City's existing Consolidated Landscape and Lighting District No. 96-1 for operations and maintenance. 2.3 Project Valuation Total new residential valuation is estimated at $33.2 million based on average unit prices provided by Inland Communities Corp. The weighted average value is estimated at $563,220. The project includes three product types, with a premium of $50,000 applied to 14 units based on upgraded amenities. The estimated net valuation of the project is $31.8 million, which is the new valuation less the existing valuation of $1.4 million, provided from County property tax records. The project site is on Assessor's Parcel Numbers 0297-011- 19, 0297-011-09, 0297-011-14, 0297-011-31, and 1210-381-04. Estimated valuation is included in Table A-1 of Appendix A. 2.4 Taxable Sales The proposed residential project generates only off-site taxable sales, which are taxable sales that accrue to the City as a result of project residents shopping at the City's retail establishments. To estimate the potential retail purchases of project residents, the fiscal analysis assumes that the average household income is about 25.0 percent of housing value, and that annual household retail taxable purchases are approximately 32 percent of annual household income. Further, about 25.0 percent of the project residents' purchasing power is assumed to be captured off-site in the City of Highland. This results in estimated annual taxable sales of $664,600. There are no on-site taxable sales generated from the proposed project since there is no retail development associated with the project. The estimated off-site taxable sales and sales tax are included in Table A-3 of Appendix A. Sunder K. Hnf yncm Associares. Inc. "TTM 16914" Fiscal Anaiysi> Cin of!-!_itiani WW CHAPTER 3 - FISCAL ANALYSIS 3.1 Projected Impacts Table 3-1 summarizes the projected fiscal impacts to the City of Highland's General Fund and Gas Taxes. Projections are presented in constant 2004 dollars. Selected revenues and costs are projected on a combined per capita and per employee basis and are based on the City's Fiscal Year 2003-2005 Adopted Budget. The fiscal factors used to project the annual recurring impacts are presented in Chapter 4. As shown in Table 3-1, the projected revenues of $95,027 for the proposed project less the costs of $50,994 result in a projected annual surplus at buildout of $44,033. This represents a revenue/cost ratio of 1.86. The impacts are also presented separately forthe annexation area and the area that is located within City boundaries. As shown, due to the larger size and greater development intensity of the annexation area, both revenues and costs are higher than for the area of the project that is within City boundaries. As shown, the annexation area has a lower revenue/cost ratio of 1.80 than the City at 1.99. 3.2 Summary of Revenues As shown in Table 3-1, after buildout, the net annual recurring revenues are projected at $95,027 forthe proposed residential development. Forthe proposed project, key revenues include property taxes, off-site sales tax, and motor vehicle in lieu fees. Due to the high estimated home valuations in the proposed project, property taxes are the major contributor to the project's recurring revenues, at 71.3 percent of the total recurring revenues. In addition to General Fund revenues, Gas Tax revenues are generated, which can only be used for street and road -related costs. The annexation area has higher revenues than the City due to the greater intensity of residential development. This results in higher property taxes, offsite taxable sales, motor vehicle in lieu fees, gas taxes and other revenues. About 65.9 percent of the total recurring revenues are attributable to the annexation area. The City's General Fund revenues from the Fiscal Year 2003-2005 budget are Included in Table A-2 of Appendix A. SIcllli l P. Hof nan Associores. hic ,ememne:- 3('. 3Uri- "TTM ]691_..Fiscal .=snaps,:. V4r/ L J TABLE 3.1 "TTM 16914" FISCAL ANALYSIS CITY OF HIGHLAND PROJECTED FISCAL IMPACTS (In Constant 2004 Dollars) Category Annexation Area City of Highland Total Percent at Total Annual Recurring Revenues Property Taxes $43,683 $24,097 $67,780 71.3% Real Property Transfer Tax 1,208 543 1,751 1.8% Offsite Sales Tax: Project households 5,103 2,240 7,344 7.7% Franchise Fees 2,524 1,108 3,632 3.8% Business Licenses 0 0 0 0.0% Animal Licenses 72 32 103 0.1% Fines and Forfeitures 146 64 210 0.2% Motor Vehicle in Lieu Fees 7,183 3,152 10,335 10.9% Miscellaneous Revenues 333 146 479 0.5% Gas Tax 2.359 1,035 3,394 3.6% Total Annual Recurring Revenues $62,610 $32,417 $95,027 100.0% Annual Recurring Costs Sheriff $13,651 $5,991 $19,642 38.5% Animal Control 704 309 1,013 2.0% Streets' 5,002 1,191 6,193 12.1% Engineering' 433 190 624 1.2% Planning 1,598 701 2,299 4.5% Code Enforcement 668 293 961 1.9% Parks4 8,172 5,448 13,620 26.7% Graffiti 165 73 238 0.5% Community Volunteer Services 142 142 283 0.6% General Government 4 165 11,956 6121 12.9% Total Annual Recurring Costs $34,700 $16,293 $50,994 100.0% Annual Surplus or (Deficit) $27,909 $16,124 $44,033 Revenue/Cost Ratio 1.80 1.99 1.86 1. Based on an estimated 126 center line miles of streets in the City at an estimated annual maintenance of $1.0 million, or about $7,940 per lineal mile, according to the Public Works Director. 2. Costs are net costs, and assume that one-time Engineering Fees will offset a portion of Engineering Department costs. 3. Costs are net costs, and assume that one-time Planning Fees will offset a portion of Planning Department costs. 4. Based on an estimated annual maintenance cost of $11,350 per acre, according to the Public Works Manager. The City assumes 40% of park maintenance and the LLD assumes 60% of the cost. resulting in an estimated $4,540 per acre. Source: Stanley R. Hoffman Associates, Inc. City of Highland, Fiscal year 2003-2005 Adoored Budoet. No Stanley R. Hoffman Associates. Inc. "TTM 16914 Fiscal Anal*sis Senternher30.''00- Cit o Hi^Mand W 3.3 Property Tax Revenues Property tax revenues are projected by multiplying 1 percent times the tax allocation percentage for each jurisdiction or special district within a tax rate area (TRA) by the assessed value of the proposed project in constant dollars. The current property tax allocations for the TRAs within the "TTM 16914" project area are included in Table A-7 of Appendix A. TRAs 104079 and 104014 include the portion of the project area that is currently located in the unincorporated County area and TRA 18145 includes the portion of the project area that is currently located in the City. Upon annexation of the project area currently located in the County, property tax revenues will be exchanged between the County and the City of Highland. In addition to a share of the County General Fund, the City of Highland General Fund will receive the total current property tax allocations of the CSA 38 General Fire and the CSA 70 Countywide Fire Administration, because the City will assume the responsibility for the provision of fire services upon annexation of the area currently located in the County. The estimated %W allocation is based on a standard formula used by the San Bernardino County Auditor/Controller. The estimated property tax allocation for the annexation portion of the "TTM 16914" project is included in Table A-8 of Appendix A. The County's standard formula is applied to the historic share that the City would have received had the annexation area been within its boundaries. The transferred districts (CSA 38 and CSA 70) are subtracted from this share, and the remaining balance is split 50/50 between the County and City to share the loss of revenues. This results in a property tax allocation of 19.88 percent of the basic one percent property tax levy transferred to the City upon annexation. 3.4 Off-site Sales and Use Tax This analysis estimates off-site retail taxable sales generated by the residents living in the "TTM 16914" project area while shopping at City of Highland retail establishments. The City receives one percent of the taxable sales of most goods occurring within City limits. In W addition to sales tax revenue, the City receives revenues from use tax, which is levied on Sranlei P. Hoffinan ,-Associates. Inc. "TTM 1691;" Fiscal Anaivsi- Seuremb-1 _(-. _(-(I- CIT'. G I iL`I:.19nC NW rI W shipments into the state and on construction materials for new residential and non- residential development not allocated to a site location. Use tax is allocated by the State Board of Equalization to counties and cities based on each jurisdiction's proportion of countywide and statewide direct taxable sales. Use tax revenues to Highland are estimated at an additional 10.5 percent of point-of-sale taxable sales tax. As shown in Table 3-1, off-site sales and use tax for the proposed project is estimated at $7,344 annually at buildout. The estimated taxable sales calculations are included in Table A-3 of Appendix A. 3.5 Summary of Costs As shown in Table 3-1, after buildout, the net recurring costs are projected at $44,033. Major costs associated with this project include general government, Sheriff contract services, and park maintenance. Due to the residential uses of the project, sheriff costs are the major contributor to the project's recurring costs, at 38.5 percent of the total recurring costs. The annexation area has higher costs than the City area due to the greater intensity of residential development. About 68.0 percent of the total recurring costs are attributable to the annexation area. 3Yanler R. Hoffman .- "ociale.. Inc. St membty 3G. pi "TTM 1691 Fiscal Analvsr ] t C'n." 0i HILIlian: v CHAPTER 4 - GENERAL ASSUMPTIONS AND FISCAL FACTORS This chapter presents the general assumptions as well as the revenue and cost factors used to prepare the 'TTM 16914" fiscal analysis. 4.1 General Assumptions Table 4-1 provides the general assumptions for this fiscal analysis, Population. The City's population of 49,250 is based on the California State Department of Finance (DOF) estimates as of January 1, 2004. Average Household Size. The City's average household size of 3.45 persons per household is based on data provided by the developer for the proposed "TTM 16914" Project. Employment. Based on the Southern California Association of Governments' (SCAG) RTP 2004 estimates, the City's employment for the year 2004 is estimated at 7,319. The 2004 estimate was calculated by applying the average annual growth of the SCAG employment projections from 2000 to 2004. Population/Employment. Several fiscal factors are estimated by allocating total budgeted revenues or costs to population and employment. These factors are based on the City's population plus the estimated employment. Total population plus employment is estimated at 56,569, including the City's population of 49,250 plus an estimated 7,319 employees. S'tanlci R. Hof7niat Associate;. 1w. "TTM 1691 4 -Fiscal AnaNsa Sememhel "0. 200- . 1 Cite cv lir iia:x ,v. TABLE 4-1 "TTM 16914" FISCAL ANALYSIS CITY OF HIGHLAND SUMMARY OF GENERAL ASSUMPTIONS, 2004 LJ Notes: 1. Population and housing estimates are from the California Department of Finance (DOF) for January 1, 2004. 2. The 2004 total employment estimate is based on the Southern California Association of Governments (SCAG) RTP 2004 Projections. Source: Stanley R. Hoffman Associates, Inc. State of California, Department of Finance, E-5 City/County Population and Housing Estimates, 2004, Southern California Association of Governments, RTP 2004 Projections, 2004 Estimate. 4.2 Revenue Assumptions and Factors Table 4-2 presents the revenue factors developed from the City's recurring Fiscal Year 2004-2005 revenues. Revenue factors are projected primarily on: 1) a per capita basis, or 2) a per capita and employee basis. Some revenues utilize a combined per capita and per employee factor. The revenue amount is divided by the total population plus employment to determine the factor. One-time and non-recurring revenues, such as grant monies and permit fees, are typically excluded from the recurring General Fund revenue estimates. VAW Sranlei R. Hoff>ncnr AssociareS. Inc. "TTM 16914" Fiscal Aiialvsis sememoer _[;. ?On' '' CiTN oi'HiLh'ZI C. Population and Housing' 49,250 Total Population 244 Group Quarters 49,006 Household Population 15,659 Total Housing Units 14,205 Occupied Housing Units 3.45 Average Size Household 9.29% Vacancy Rate EmploymentZ 7,319 Total Employment Population and Employment 56,569 Total Population plus Employment Notes: 1. Population and housing estimates are from the California Department of Finance (DOF) for January 1, 2004. 2. The 2004 total employment estimate is based on the Southern California Association of Governments (SCAG) RTP 2004 Projections. Source: Stanley R. Hoffman Associates, Inc. State of California, Department of Finance, E-5 City/County Population and Housing Estimates, 2004, Southern California Association of Governments, RTP 2004 Projections, 2004 Estimate. 4.2 Revenue Assumptions and Factors Table 4-2 presents the revenue factors developed from the City's recurring Fiscal Year 2004-2005 revenues. Revenue factors are projected primarily on: 1) a per capita basis, or 2) a per capita and employee basis. Some revenues utilize a combined per capita and per employee factor. The revenue amount is divided by the total population plus employment to determine the factor. One-time and non-recurring revenues, such as grant monies and permit fees, are typically excluded from the recurring General Fund revenue estimates. VAW Sranlei R. Hoff>ncnr AssociareS. Inc. "TTM 16914" Fiscal Aiialvsis sememoer _[;. ?On' '' CiTN oi'HiLh'ZI C. TABLE 4.2 ~'e 'TTM 16914" FISCAL ANALYSIS CITY OF HIGHLAND SUMMARY OF RECURRING REVENUE FACTOR ASSUMPTIONS (In Constant 2004 Dollars) Revenue Source FY 2004-05 Adopted Budget Projection Basis Revenue Factor GENERALFUND Property taxes $2,281,000 Assessed Valuation 24.41% City area - allocation of basic 1% levy 19.88% levy Property Transfer Tax $80,000 Property turnover and 10% residential turnover rate valuation assumptions 5% non-residential turnover rate Sales and Use Tax $1,150,000 Taxable Sales 1.105% Sales Tax is 1% of taxable sales: Use tax is 10.5% of Sales Tax Franchise Fees $1,009,000 Population & Employment $17.84 per capita & employee Business License Fees $70,600 Employment $9.65 per employee Animal Licenses $25,000 Population $0.51 per capita Fines and Forfeitures $58,250 Population & Employment $1.03 per capita & employee Motor Vehicle in Lieu Fees $2,500,000 Total Population $50.76 per capita Miscellaneous Revenue $133,000 Population & Employment $2.35 per capita & employee GAS TAX Gas Tax Revenues $821,000 Total population $16.67 per capita Source: Stanley R. Hoffman Associates, Inc. City of Highland, Fiscal Year 2003-2005 Adopted Budget. State of California, Department of Finance E-5 City/County Population and Housing Estimates 2004. 4.3 Cost Assumptions and Factors Table 4-3 provides a summary of the recurring General Fund cost factors developed from the City's recurring Fiscal Year 2004-2005 expenditures. The General Fund expenditures are included in Table A-4 of Appendix A. As with revenues, cost factors are projected primarily on a per capita basis or a combined per capita and employee basis. Other costs, such as park maintenance, utilize a per acre basis, and street maintenance uses a per lineal mile factor. Engineering and Planning Sranier k. Hofiinan .associate::. Inc. �)enttmi,,=r 16.20(i- "TTNI 169)_` nai si ': CIT,;Lenc:w on W im TABLE 4-3 'TTM 16914" FISCAL ANALYSIS CITY OF HIGHLAND SUMMARY OF COST FACTOR ASSUMPTIONS (In Constant 2004 Dollars) Cost Category I FY 2004-05 Projection Basis Adopted Budget General Government $1,396,234 Percent of direct costs Sheriff $4,751,325 Population Animal Control $245,125 Population Streets' $2,360,826 Case Study Engineering $173,289 Population & Employment Planning' 638,664 Population & Employment Code Enforcement $267,051 Population & Employment Parks' $193,618 Case Study Graffiti $57,590 Population Community Volunteer Services $49,305 Population Cost Factor 13.64% of direct department costs $96.47 per capita $4.98 per capita $7,940 per lineal mile $3.06 per capita & employee $11.29 per capita & employee $4.72 per capita & employee $11,350 per acre $1.17 per capita $1.00 per capita 1. Based on an estimated 126 center line miles of streets in the City at an estimated annual maintenance of $1.0 million, or about $7,940 per lineal mile, according to the Public Works Director. 2. Costs are net costs, and assume that one-time Engineering Fees will offset a portion of the Engineering Department costs. . Costs are net costs, and assume that one-time Planning Fees will offset a portion of the Planning Department costs. 4. Based on an estimated annual maintenance cost of $11,350 per acre, according to the Public Works Manager. The City assumes 40% of park maintenance and the LLD assumes 60% of the cost, resulting in an estimated $4,540 per acre. Source: Stanley R. Hoffman Associates, Inc City of Highland, Adopted Annual Budget, Fiscal Year 2003-2005. costs are shown as net costs, assuming that one-time fee revenues will offset a portion of these costs. These costs are included in Table A-5 and Table A-6 of Appendix A. The project will provide a public park, open space slopes and trails, and will be required to annex into the City's existing Consolidated Landscape and Lighting District No. 96-1 to fund the maintenance costs of landscaping and other improvements associated with the new parks and landscaped slopes. The City assumes 40.0 percent of park maintenance and the LLD assumes 60.0 percent of the cost. Other costs include General Government. These costs are projected as a percent of total direct General Fund government costs. :Sccrnlel R. Flofnnan Associates. Inc. Senlentir r 0. 1p0! "TTM 16914" Fiscal A Cir1 of R: C'J r J NW APPENDIX A - SUPPORTING TABLES Table A-1 Residential Valuation Table A-2 Summary of General Fund Revenues, 2004-2005 Table A-3 Estimated Off-site Taxable Sales and Use Tax Table A-4 General Fund Expenditures Table A-5 General Fund Engineering Costs Table A-6 General Fund Planning Costs Table A-7 Current Tax Rate Area (TRA) Allocations Table A-8 Tax Rate Area (TRA) Property Tax Allocations Priorto and Upon Annexation Sianlc L Holtman Asscxiuiez. inc. Seplc1111)cl 0 _00-' `:TTM 161H-3- Fisca' nairsis hialll TABLE A-1 Vftol "TTM 16914" FISCAL ANALYSIS CITY OF HIGHLAND RESIDENTIAL VALUATION (In Constant 2004 Dollars) '11111110 %r Product Description Number of Units Average Value Total Valuation Plan 1 8 Premium Value @$50,000 per unit' 0 $0 $0 Non -Premium 8 $480,000 $3.840.000 Weighted Average Value $480,000 $3,840,000 Plan 2 19 Premium Value @$50,000 per unit' 0 $0 $0 Non -Premium 19 $550,000 $10.450,000 Weighted Average Value $550,000 $10,450,000 Plan 3 32 Premium Value @$50,000 per unit' 14 $620,000 $8,680,000 Non -Premium 18 $570,000 $10,260,000 Weighted Average Value $591,875 $18,940,000 Total 59 $33,230,000 Weighted Average Value $563,220 Note: 1. A premium is applied to units based on amenities. This premium averages $50,000 per unit and will be applied to approximately 14 single family units of the total 59 units. Source: Stanley R. Hoffman Associates, Inc. Inland Communities Corp. Sicadev R. Hn(rman Associntc.'. lnc. 5epremhe:: 0. 2100 - "TTM 1691=" Fiscal Analvsi.� 1 t. C'it_ c: H i an ianf. %r TABLE A-2 "TTM 16914" FISCAL ANALYSIS CITY OF HIGHLAND SUMMARY OF GENERAL FUND REVENUES, 2004-2005 Revenue Category Total Non-recurring Recurring Revenue Typet Property and Other Taxes Property Taxes $2,281,000 $0 $2,281.000 R Business License Fee 70,600 0 70,600 R Extraction Tax 150,000 0 150,000 R Sales & Use Tax 1,150,000 0 1,150,000 R Transient Occupancy Tax 29,000 0 29,000 R Property Transfer Tax 80,000 0 80,000 R Franchise Fees 1.009.000 0 1.009.000 R Subtotal $4,769,600 $o $4,769,600 Intergovernmental Motor Vehicle in Lieu $2,500,000 $0 $2,500,000 R Off -Highway Motor Vehicle Tax $600 0 $600 R Article 19 WDA $20,000 0 $20,000 R San Bernardino Unified School District $5,000 0 $5.000 R Subtotal $2,525,600 $0 $2,525,600 Fines and Forfeitures Parking Citations $7,000 $0 $7,000 R General Fines 1,000 0 1,000 R Code Enforcement Fines 45,000 0 45,000 R Administrative Citation Program 5,000 0 5,000 R DUI & Booking Reimbursement 250 0 250 R Subtotal $58,250 $0 $58,250 Licenses and Permits Yard Sale Permits $1,000 $1,000 $0 O Animal License 25,000 0 25,000 R Building Permits 802,000 802,000 0 O Miscellaneous Permits 100 100 0 O Subtotal $828,100 $803,100 $25,000 Current Service Charges Planning Fees $95,000 $95,000 $0 O Engineering Fees 600,000 600,000 0 O Operating Transfer In 2,654,345 2,654,345 0 O Other Service Charges 50500 50.50 0 O Subtotal $3,399,845 $3,399,845 $0 Miscellaneous Revenue Interest $100,000 $0 $100,000 R Refuse Penalties & Interest 1,000 0 1,000 R Building Rental 30,000 0 30,000 R Miscellaneous Revenue 1,000 0 1,000 R Volunteer Donations 1 000 0 1 000 P. Subtotal $133,000 $o $133,000 General Fund Total $11,714,395 $4,202,945 $7,511,450 Note: 1. Revenue type = Recurring 'R'or One-time'O' Source: Stanley R. Hoffman Associates, Inc. �r City of Hiehiand. Fiscal Year 2003-2005 Adopted Budget. .Slarllei R. Flof llcnt Associclres. ]nc. "TTN1 16971- Fiscal Anah,!-- SC17tember _ G.2Utl . - Circ i FhLMani TABLE A-3 "TTM 16914" FISCAL ANALYSIS CITY OF HIGHLAND ESTIMATED OFF-SITE TAXABLE SALES AND USE TAX (in 2004 constant dollars) A. Estimated Retail Taxable Purchases Plan 1 8 $480,000 $120,000 Plan 2 19 $550,000 $137,500 Plan 3 32 $591,875 $147,969 Total 59 Estimated Retail Taxable Purchases in City of Highland @ 25% Capture Estimated Retail Taxable Purchases Per Household B. Estimated Sales and Use Tax Estimated Sales Tax to City of Highland (@ 1 %) Usetax @ 10.50% Total Sales and Use Tax Sales and Use Tax Per Household Sources: Stanley R. Hoffman Associates, Inc. Urban Land Institute, Dollars & Cents of Shopping Centers, 2004. $38,400 $307,200 $44,000 $836,000 $47,350 $1.515.200 $2,658,400 $664,600 $11,264 $6,646 698 $7,344 $124 Sianlei R. Nnliman Associcnrs. Inc. "TTbi 16914" Fiscal Anah.sis seutember ;i;. �pnsr 1 • LMian._: Annual Annual HH Total Household (HH) Retail Taxable Retail Average Income @ Purchases @ Taxable Residential Product Housing 25.0% 32% Household Description Units Value of Value of Income Purchases A. Estimated Retail Taxable Purchases Plan 1 8 $480,000 $120,000 Plan 2 19 $550,000 $137,500 Plan 3 32 $591,875 $147,969 Total 59 Estimated Retail Taxable Purchases in City of Highland @ 25% Capture Estimated Retail Taxable Purchases Per Household B. Estimated Sales and Use Tax Estimated Sales Tax to City of Highland (@ 1 %) Usetax @ 10.50% Total Sales and Use Tax Sales and Use Tax Per Household Sources: Stanley R. Hoffman Associates, Inc. Urban Land Institute, Dollars & Cents of Shopping Centers, 2004. $38,400 $307,200 $44,000 $836,000 $47,350 $1.515.200 $2,658,400 $664,600 $11,264 $6,646 698 $7,344 $124 Sianlei R. Nnliman Associcnrs. Inc. "TTbi 16914" Fiscal Anah.sis seutember ;i;. �pnsr 1 • LMian._: v TABLE A-4 "TTM 16914" FISCAL ANALYSIS CITY OF HIGHLAND GENERAL FUND EXPENDITURES (In Constant 2004 Dollars) w General Fund Expenditures Total General Government Non -General Government General Government City Council $59,245 59,245 City Clerk 218,201 218,201 General Government 612,987 612,987 Personnel 92,869 92,869 Finance 412,932 412,932 Non -General Government Sheriff 4,751,325 4,751,325 Animal Control 245,125 245,125 Streets 2,360,826 2,360,826 Engineering 773,289 773,289 Planning 733,664 733,664 Building & Safety 788,552 788,552 Code Enforcement 267,051 267,051 Parks 193,618 193,618 Graffiti 57,590 57,590 Community Volunteer Services 49,305 49,305 Trails 16,368 16,368 TOTAL GENERAL FUND $11,632,947 $1,396,234 $10,236,713 CALCULATION OF GENERAL GOVERNMENT COSTS Total General Fund Expenditures $11,632,947 minus General Government Costs $1.396.234 Direct General Fund Costs equals $10,236,713 General Government as a percent of Direct General Fund 13.64% Source: Stanley R. Hoffman Associates, Inc. City of Highland, Fiscal Year 2003-2005 Adopted Budget. Stanlei R. Hoffinon Associates. In_ "TTM 16911" Fiscal, Analesis Sentenuoer ;lj_ 200- Ic CIT" of1-nghianL L TABLE A-5 "TTM 16914" FISCAL ANALYSIS CITY OF HIGHLAND GENERAL FUND ENGINEERING COSTS (In Constant 2004 Dollars) Vow Total General Fund Engineering Costs' $773,289 minus One -Time Revenues Engineering Fees 600,000 Total One -Time Fees $600,000 equals Recurring General Fund Engineering Costs $173,289 Population plus Employment 56,569 Engineering Cost Factor per Capita and per Employee $3.06 1. Costs are net costs, and assume that construction permits, plan check fees, planning fees and engineering fees will offset a portion of Community Development costs. Source: Stanley R. Hoffman Associates, Inc. City of Highland, Fiscal Year 2003-2005 Adopted Budget. Stapler R. Hoffman .Issocicues, Inc. "TTM 16914" Fiscal Anaivsis Sen.emot: _ ri. ?p(i_ ?r Cir" of hianiand %we TABLE A-6 "TTM 16914" FISCAL ANALYSIS CITY OF HIGHLAND GENERAL FUND PLANNING COSTS (In Constant 2004 Dollars) LJ %W Total General Fund Planning Costs minus One -Time Revenues Planning Fees Total One -Time Fees equals Recurring General Fund Planning Costs Population plus Employment $733,664 95,000 $95,000 $638,664 56,569 Planning Cost Factor per Capita and per Employee $11.29 1. Costs are net costs, and assume that construction permits, plan check fees, planning fees and engineering fees will offset a portion of Community Development costs. Source: Stanley R. Hoffman Associates, Inc. City of Highland, Fiscal Year 2003-2005 Budget. Srcutici P. Flnfrmcur Ascnciaie;. inc. "TTM 1691'=" Fiscal Analvsis Stutemoer=1� 200= _i CR', OI I'uu11:a17C '`/ TABLE A-7 "TTM 16914" FISCAL ANALYSIS CITY OF HIGHLAND COUNTY OF SAN BERNARDINO TAX RATE AREA (TRA) ALLOCATIONS Property Tax Allocation Agency Agency Code County TRA 104079 County TRA 104014 City TRA 18145 AB01 GA01 San Bernardino County General Fund 0.15527531 0.15522633 0.13841564 AB02 GA01 Educational Revenue Augmentation Fund (ERAF) 0.23505653 0.23498277 0.20953388 BF03 GA01 Flood Control Zone 3 0.02720949 0.02721554 0.02424602 BF08 GA01 Flood Control Admin 3-6 0.00094319 0.00094304 0.00084017 BLOC GA01 San Bernardino County Library 0.01503725 0.01504785 0.01340234 BS01 GA01 County Superintendent of Schools, Countywide 0.00532559 0.00532553 0.00474810 BS01 GA03 County Superintendent of Schools, Physically Handicapped 0.00210018 0.00209837 0.00187145 BS01 GA05 County Superintendent of Schools, Development Center 0.00055100 0.00054909 0.00049061 CC15 GA01 City of Highland 0.00000000 O.D000OOOO 0.24407677 SC54 GA01 San Bernardino Valley Community College District 0.05457660 0.05458416 0.04862976 SU48 GA01 Rialto Unified School District 0.32026106 0.32037910 0.28539957 UD15 GA01 CSA 38 General- Fire 0.12576528 0.12579607 0.00000000 UD50 GA01 CSA 70 - Countywide 0.02789245 0.02790547 0.00000000 W R02 GA01 East Valley Resource Conservation District 0.00193402 0.00186567 0.00176719 WT01 GA01 San Bernardino Valley Water Conservation District 0.00000000 0.00000000 0.00155842 W U23 GA01 San Bernardino Valley Municipal Water District 0.02807205 0.02808101 0.02502008 Total 1.00000000 1.00000000 1.00000000 Source: Stanley R. Hoffman Associates, Inc. San Bernardino County Auditor -Controller, Property Tax Division, Stmiiev P. Ho{mam Associates. Inc. "TTM 16914" Fiscal Anahvss Sewembe- ;f. 200-1City of H1 nlanc Too TABLE A•8 "TTM 16914" FISCAL ANALYSIS CITY OF HIGHLAND TAX RATE AREA (TRA) PROPERTY TAX ALLOCATIONS UPON ANNEXATION TO THE CITY OF HIGHLAND CURRENT PROPERTY TAX AGREEMENT' (BASE YEAR 2004-05) Assessed Valuation Property Tax Revenue Q What would have been historic share2 Transferred Districts Tax Revenues' CSA 38General Fire CSA 70 Countywide Total Transferred Districts Historic Share less Transferred Districts General Fund' Flood Control Flood Zone Library Total County Balance split 50/50 between County & Ciri General Fund' Flood Control Flood Zone Library Total County and Transferred Districts' Transfer to City Estimated Property Tax Allocation TRA 104079 I TRA 104014 Combined $908,149 $543,713 $1,451,862 1.00%, $9,081 $5,437 $14,519 24.40163700% $2,216 $1,327 $3,543 $1,142 $684 $1,826 253 152 405 1,395 $836 $656. $821 $491 $1,312 0 0 0 0 0 0 0 0 0 $821 91 $1,312 $410 $246 $656 0 0 0 0 0 0 0 0 0 10 $246 656 $1,806 $1,806 19.883705% $1,081 $2,887 $1,081 $2,887 19.885896% 19.884525% 1. Based on agreement between the City of Highland and the County of San Bernardino as described in adopted adopted Resolution No. 00-57, September 12, 2000. 2. For Fiscal Year 2000.2001 and beyond, the City's tax rate in the major TRA is now calculated by the County Auditor Controller as 24.401637%. 3. The City's historic share of revenues from the major TRA is estimated at 24.4% of the 1% property tax revenue. In addition, the City will receive the current property tax allocations to special districts CSA 38 and CSA 70. The special districts allocation is subtracted from the City's historic share, and the remaining balance is split 50/50 between the County and the City to share the loss of revenues. 4. The sum of the transferred districts and the balance split. Source: Stanley R. Hoffman Associates, Inc. San Bernardino Auditor Controller. City of Highland, City Manager's Office. Sraniei P. 14ofi3ncin Associates. hic "TTM 16914- Fiscal Anawslz Cnn o'Hidtttanc ri./ APPENDIX B - PERSONS AND AGENCIES CONTACTED The Planning Center Brian James, Project Manager (714)966-9220 Inland Communities Corp. Kaleb Nelson, MURP, (310) 277-7351 Local Agency Formation Commission/County of San Bernardino Kathleen Roll ings-McDonaId, Deputy Executive Officer (909) 387-5866 County of San Bernardino Special Districts Carol Montag, Fire Department Special Districts 909-387-5924 San Bernardino County Sheriff, City of Highland Captain Sherree Stewart Sergeant Anthony Onodera (909) 425-9793 �v Fax (909) 425-0693 San Bernardino Auditor/Controller-Recorder Bob Wright (909) 386-8829 RoseAnn Trujillo (909)386-8977 San Bernardino Chief Administrative Office Wayne Thies (909) 387-5409 City of Highland (909) 864-6861 Joe Hughes, Assistant City Manager Extension 203 Charles Dantuono, Finance Director Extension 224 �► Rick Hartman, Community Development Director Extension 213 Stanley R. Hoffinan Associam. Inc. "TTM 1691.1" Fiscal knalvsi seucemhe; 3r..�nn_ Cir, of l-i!ehlinc r v Ernie Wong, Public Works Director and City Engineer Extension 212 Larry Williams, Public Works Manager Extension 216 SIC!/1/el R. Hoffman: Issocinres. ht: �ernember;r, app_ "TTN91f9]'.' Fiscal.knai:si= -. rlt" Ol 'T1���111fl77C. NNW ANNEXATION OF "TTM 16914" PLAN FOR SERVICE CITY OF HIGHLAND Submitted to: The City of Highland Community Development Department 27215 E. Base Line Highland, CA 92346 September 30, 2004 SRHA Job #1062 (: TANLEY R. OFFMAN 11661 San Vicente Blvd. Suite 306 �f. _ � __ H .h __.r Los Angeles, CA 90049-5111 310. 820.2680.310.820.8341 fax www.starileyrhoffman.com 04M CONTENTS Chapter 1 Introduction..............................................................................................1 1.1 Overview....................................................................................................1 1.2 Project Overview........................................................................................1 1.3 Methodology...............................................................................................2 Chapter 2 Plan for Service Summary .......................................................................7 2.1 Summary of Service Providers...................................................................7 2.2 Summary of Capital and O&M Funding Sources........................................7 Chapter 3 Service Requirements............................................................................14 3.1 Transportation..........................................................................................14 3.2 Fire and Paramedic Services...................................................................15 3.3 Police Protection......................................................................................17 3.4 Libraries....................................................................................................18 3.5 Domestic Water........................................................................................19 3.6 Wastewater Services................................................................................20 3.7 Flood Control and Drainage.....................................................................21 3.8 Parks and Open Space............................................................................22 3.9 Public Utilities...........................................................................................25 3.10 Schools....................................................................................................26 3.11 Solid Waste Management........................................................................27 APPENDIX A City of Highland Development Impact Fees........................................................29 APPENDIX B Agencies and Firms Contacted...........................................................................30 Sranier R. Hof7mmi Associares. bic. ii "TTM 16914" Plan For Service September 30. 2004 City o`Highland U CHAPTER 1 INTRODUCTION 1.1 Overview This report presents the Plan for Service for the annexation of Tentative Tract Map 16914 ('TTM 16914") into the City of Highland. The Local Agency Formation Commission (LAFCO) of the County of San Bernardino requires a jurisdiction to submit a Plan For Service when the jurisdiction is affected by a proposed change in boundaries, formations or organization. 'TTM 16914" is proposed for annexation into the City of Highland, and therefore the City must demonstrate that the appropriate infrastructure improvements and services can be provided. The LAFCO policy states the following: " The plan for service shall be prepared and submitted by each local agency affected by a proposed change of organization, regardless whetherthat proposal is initiated by resolution or petition. In the case of a proposed annexation, the plan for service must demonstrate that the range and level of services currently available within the study area will, at least, be maintained by the annexing agency...." The Plan for Service identifies the proposed public facility improvements and services related to roads, fire and emergency medical services, police, libraries, water, wastewater, storm drainage, parks and open space, public utilities, schools and solid waste management. The Plan for Service shows how public facilities and infrastructure improvements will be implemented, and presents the related capital costs of these improvements where available. A separate fiscal analysis has been prepared for the project area to show the impacts of development on public revenues and costs which are used for ongoing operations and maintenance. 1.2 Project Overview The property is located primarily in unincorporated San Bernardino County, and is proposed for annexation to the City of Highland by Inland Communities Corp. The project will also require a General Plan Amendment and a Zone Change of approximately 54 acres. Of the total 54 acres, about 46.8 acres will be annexed into the City and about 7.2 fto acres are currently located within City boundaries. A small portion of the annexation area, Slander R. Hoffman Associares. Inc. 1 "TT\4 16914" Plan For Service September 30. 2004 Citv of Hi4hland about 1.6 acres is located outside of the "TTM 16914" boundaries. However, no V development is proposed for this parcel (APN 297-011-18). The proposed project site is LJ located in the area of Highland known generally as East Highlands and lies 3.7 miles east of Freeway 30. Site access is from the 5`h Street exit at Freeway 30 east along Greenspot Road and north on San Benito Street. The project site is bounded by Oak Creek flood channel on the south, land owned by the San Bernardino County Flood Control District (SBCFCD) on the west), and the San Bernardino National Forest on the north and east. Figure 1-1 shows the regional location map and Figure 1-2 shows the project area map. As shown in Table 1-1, the project area encompasses a total of 54.0 acres proposed for residential development with 59 single family units. A buildout population of about 204 is projected based on Highland's average household size of 3.45 persons per household, according to January 2004 estimates from the California Department of Finance. Other land uses include about 3.0 of parks, 3.5 acres of landscaped slopes and about 25.6 acres of undeveloped open space. The project will require 0.78 lineal miles of public roads. 1.3 Methodology and Resources Each of the public facilities or services required by the project area was analyzed as to the respective levels of service requirements and existing facilities serving the area after buildout. The preparation of the Plan for Services involves the analysis of public infrastructure and service requirements of the respective jurisdictions and agencies that have lead responsibility. The Plan for Service demonstrates that the necessary public infrastructure will be provided in a timely manner commensurate with the development of the "TTM 16914" project area and will not create financial burdens on the City of Highland. For each service or improvement area, the following is included: ■ A description of the service provider; ■ A description of the level of each service to be provided to the area; ■ An identification of any improvement or upgrading of structures, roads, water or sewer facilities, other infrastructure, or other conditions the affected agency would impose upon the area; and A description of how the service or required improvements will be financed. S'ianler R. HOffinalt Associates. hu. "TTM 1691," Plan For Service Seuiember 30. 200! Ciry of HiLhland %go %W Figure 1-1 City of Highland Regional Location Map t f{thSTANA i3iALF8 2i5 SAP4 HERNAR€tlfitt} m COLTON (so tATERHR1 "X R filjti S "% A t{Pd30.7r. LiiMA tINBA fiiUE883gE f" MORENO VA! iz`I Source: City of Highland. Stmzler R. Hofm ae Associates. Inc. Senrember 30. 200 "TTM 16914" Plan For Service City of Hi2111211c'. ro LJ TABLE 1-1 "TTM 16914" PLAN FOR SERVICE CITY OF HIGHLAND LAND USE AND DEVELOPMENT SUMMARY (in Constant 2004 Dollars) Sources: Stanley R. Hoffman Associates, Inc. Inland Communities Corp. State of California. Department of Finance, E-5 City/County Population and Housing Estimates, January 1, 2004. Sianler R. Ho/iinan Associates. Inc. September 30. 200—' "TTM 16914" Plan For Service City of Hiu-hland Annexation Area City of Highland Total Acres 46,8 7.2 54.0 Residential Residential Units 41 18 59 Population (Q 3.45 persons per unit) 142 62 204 Other Land Uses: Acreage Public Park 1.8 1.2 3.0 Open Space/Slopes/Trails 3.5 0.0 3.5 Open Space (undeveloped) 25.6 0.0 25.6 Sub -total 30.9 1.2 32.1 Public Roads Lineal Miles 0.63 0.15 0.78 Lineal Feet 3,326 792 4,118 Square Feet (Lineal feet x 60' right-of-way) 199,584 47,520 247,104 Signalized Intersections 0 0 0 Sources: Stanley R. Hoffman Associates, Inc. Inland Communities Corp. State of California. Department of Finance, E-5 City/County Population and Housing Estimates, January 1, 2004. Sianler R. Ho/iinan Associates. Inc. September 30. 200—' "TTM 16914" Plan For Service City of Hiu-hland J %0' The necessary facility improvements have been identified through discussions with the agencies that provide the services and through review of environmental documents. In cases where engineering and other facility planning studies have been prepared for the annexation area, this data is also presented. Appendix A presents a listing of the City's current Development Impact Fees, which represent a source of funding for capital facilities in the City. A list of agencies contacted as part of the preparation of the Plan for Service is shown in Appendix B. Operations and Maintenance costs for services are projected in the Annexation of `TTM 16914" Fiscal Analysis, City of Highland (September 29, 2004) prepared by Stanley R. Hoffman Associates, Inc. for the projected land uses. This fiscal analysis indicated that General Fund recurring revenues generally cover projected General Fund recurring operating and maintenance cost estimates after buildout. This fiscal analysis was based on cost and revenue factors derived from the Cityof Highland, 2003-2005 Adopted Budget. Resources used in the preparation of the Plan for Service include the following: • Land Uses provided by the project developer, Inland Communities Corp.; ■ The City of Highland, 2003-2005 Adopted Budget; ■ City of Highland Development Impact Fees, Adopted by Resolution 98-26 in June, 1999; ■ Resolution No. 00-57, for LAFCO 2865 Jurisdictional Change, September 12, 2000; ■ Initial Study and Mitigated Negative Declaration for Tentative Tract Map 16914, The Planning Center, September 2004; ■ City of Highland, California Analysis of Fire and Emergency Medical Services, Matrix Consulting Group, September 2003; ■ Water and Wastewater Services Questionnaire, East Valley Water District, September 3, 2004. Stanley R. Hoffman Associates. Inc. September ;Q. 200! 6 "TTM 16914" Plan For Sen ice Ci!y of Highland CHAPTER N"'O PLAN FOR SERVICE SUMMARY 2.1 Summary of Service Providers Table 2-1 shows the current service providers in the City of Highland. These providers will be responsible forthe provision of services to the project area. These services include the basic level of public services that are required to support the projected development in the proposed project area and the associated population growth. As shown, these services range from public safety to schools. Upon annexation, the City of Highland will assume responsibility for several services that were previously provided by the County of San Bernardino or other agencies. 2.2 Summary of Capital and O&M Funding Sources Table 2-2 presents a summary of the funding requirements for the facilities and services identified in the Plan for Service. The funding requirements are shown by capital costs and operations & maintenance (O & M) costs. Inmost cases, the developer is required to fund r the capital costs of construction for additional local facilities or improvements required as a result of development; regional facilities usually require a fair -share approach. This includes water and wastewater improvements as well as transportation infrastructure and flood control facilities. Capital costs to provide additional facilities and improvements to serve the project area would be funded bythe City's development impact fees, which were approved by Resolution 98-26 in June, 1999. A list of these current City fees is shown in Appendix A. The City of Highland and other service providers are generally responsible for the O & M costs associated with additional services and facilities, and fund these costs through various sources of revenues that might include: property taxes, sales taxes and other General Fund revenues, user charges and landscape & lighting district assessments. The City of Highland would receive a portion of the County's share of the basic 1 percent property tax levy at buildout of "TTM 16914." This estimate is based upon Resolution `I Number 00-57, an agreement between the County of San Bernardino and LAFCO, Stanley P. Hoffman Associates. Inc. "TTM 1691=1" Plan For Service September =0. 2004 Citv of Highland adopted in September 2000. This resolution determines the property tax base that the City v will receive upon annexation of the property, since some service areas and responsibilities 4W will be different with the proposed jurisdictional change. S'ranler R. Hof hian ssociaics. Inc Sentember ",C. noO 1 `TTM 16914" Plan For�ervice City of Highland icer TABLE 2-1 "TTM 16914" PLAN FOR SERVICE CITY OF HIGHLAND ULTIMATE SERVICE PROVIDERS L-72 111111111110 of Service Provider Transportation Arterials and collectors City Of Highland Local roads City Of Highland Fire and Paramedic Contract with California Department of Forestry Police San Bernardino County Sheriffs Department Libraries I San Bernardino County Public Library Domestic Wate I East Valley Water District Wastewater IEast Valley Water District Flood Control and Drainage Local facilities I City of Highland Parks and Open Space Local facilities City of Highland & Landscape Maintenance District Regional facilities San Bernardino County Public Works Parks Division Utilities Cable Television Adelphia Cable Power Southern California Edison Telephone Pacific Bell Telephone Company Gas Southern California Gas Waste Disposal Cal Disposal, Jack's Disposal Schools(Redlands Unified School District San Bernardino City Unified School District 1. The City of Highland is served by the Redlands Unified School District and the San Bernardino City Unified School District. However, only the Redlands Unified School District will serve the project area. Source: Stanley R. Hoffman Associates, Inc. Szanlev R. Hoffman Associazes. Inc. 9 "TTM 16914" Plan For Service Semember 30. 200 1City of Highland provided by project area developers with appropriate pipeline sizes that will be installed %We concurrent with development. Operations and Maintenance costs will be funded through TWO enterprise fund revenues. About 15 acres of the proposed project are currently not within EVW D service boundaries. This 15 -acre area will be annexed to EVW D to meet LAFCO's requirement for a contiguous boundary. Drainage. Existing storm drainage systems onsite include the Oak Creek Channel. The project proposes construction of inlet structures, a rock -lined channel and onsite storm drainage facilities. These facilities for flood control will be constructed to City and County standards concurrent with development. Capital costs to provide additional facilities and improvements to serve the project area would be funded by the City's storm drain facilities development impact fees. The City of Highland is responsible for maintenance costs related to local public drainage facilities, while the San Bernardino County Flood Control District is responsible for regional facilities. The project area will be required to annex into the City's existing Streets and Drainage Maintenance District No. 96-1. Parks and Open Space. Approximately 32.1 acres of land will be used for parks, landscaped slopes and trail and the preservation of open space. This includes 6.5 acres of public parks, open space slopes and trails, and 25.6 acres of undeveloped open space in the northern mountainous half of the project site. The 25.6 acres of open space use is a remainder parcel which will be the responsibility of the owner, currently the developer. However, the developer plans to transfer the parcel to the U.S. Forest Service. The developer is responsible for the construction of park and trail facilities. Capital costs to provide additional parks to serve the project area would be funded by the City's parks and recreation facilities development impact fees. The 6.5 acres of public parks and open space slopes and trails will be required to annex into the City's existing Consolidated Landscape and Lighting District No. 96-1 for operations and maintenance. Public Utilities. The development area will be served by the appropriate local utility companies who have indicated that they will have the ability to service the area. Service ✓/ providers to the area include the following: Stapler R. Hof acv? .-Associates. Inc. L "TTM 16914" Plan For Service Seutember:0 'OU= City of Highland Utili Service Provider r Cable Adelphia Cable Power Southern California Edison Company Telephone Pacific Bell Telephone Company Gas Southern California Gas Waste Collection Cal Disposal & Jack's Disposal J U Schools. The Redlands Unified School District student generation factor of 0.59 students from each new housing unit results in an estimated total of 35 students from the additional 59 housing units. The developer is responsible for paying one-time impact fees to the Redlands Unified School District. The Redlands Unified School District has indicated that developer fees are not enough to fully mitigate the impacts on schools from new students generated from residential growth within the project area. Operations and maintenance costs are funded through a combination of local property taxes to the School District and State of California school equalization funding. SYanler R. Hofnnan Associares. Inc. 13 "TTM 16914" Plan For Service September 3 U. 2004' City of Highland .i r CHAPTER 3 SERVICE REQUIREMENTS 3.1 TRANSPORTATION Service Provider. The City of Highland is responsible for the planning and provision of streets in the City of Highland. Caltrans is responsible forfreeways (e.g., State Route 71 and State Route 60) and freeway interchanges; and Euclid Avenue, which is State Route 83. Regional access to the site is provided by the CA -30 Freeway, SR -60 Freeway, SR -71 Freeway and SR -91 Freeway. Level of Service. Local site access is from the 5G' Street exit at Freeway 30 east along Greenspot Road and north on San Benito Street. The only entry to the project site is located on San Benito Street. San Benito Street is a local road while Greenspot road is considered a major highway, An informal traffic analysis indicates that the proposed development would not substantially increase the existing traffic load for San Benito Street. The size of this project and the traffic it generates do not exceed any CMP (Congestion Management Plan) or City level of service standards (LOS) and therefore, no improvements to offsite roads are required. Offsite roads are considered to be those streets and roads outside of the project area. Improvements. On-site improvements include the construction of 0.78 new internal public roads. The developer is responsible for the cost of constructing local roads within the project area. These roads will be constructed concurrently with development of the project. The City of Highland will be responsible for maintenance of the 0.78 lineal miles of new internal public roads. Snarler R. Nofnnan Associates. Inc. SentemUer 'A. 2001 1! "TTM 1691=" Plan For Senue City of Higliland W %W 3.2 FIRE AND PARAMEDIC FACILITIES Service Provider. The City took over the responsibility of providing Fire and Paramedic services on July 1, 1999, when it detached from the County Service Area (CSA) 38 and entered into a contract with the California Department of Forestry and Fire Services (CDFFS). The Fire Department provides a full range of fire protection services including pre -fire planning and engineering; fire suppression, rescue and extrication; fire cause investigation; and emergency medical services. In addition, the City of Highland participates in the Statewide Mutual Aid agreement with the San Bernardino County Forest and Fire Warden Department (CSA 38). The City has full automatic aid agreement with the City of Redlands and limited automatic aid agreement with the City of San Bernardino. Additional ambulance services are provided by American Medical Response (AMR), a private ambulance service based out of the City of Redlands. Level of Service. The annexation area will be served through ajoint cooperation agreement between City of Highland and the CDFFS. Currently, the City operates 2 fire stations that serve 18 square miles in the City of Highland. These stations include the following: FS# 541 at 26974 Baseline Road and FS#542 at 29507 Baseline Road. FS#542 is located 2.3 miles from the project site and would be the main station serving the project site, while FS#541 is located 5.2 miles away. The City of Highland owns both fire stations, but contracts firefighter personnel through the CDF. The CDF also employs paid call volunteers, which have similar capacities and roles as full-time firefighters. Depending on different seasons and demand, the CDF may employ up to 40 paid call volunteers to assist the fire stations in the City of Highland. An Analysis of Fire and Emergency Medical Services (Matrix Consulting) was completed in September 2003 to assess the delivery of Fire Services within the City of Highland. This study has been incorporated into the City's land use plan. This study recommended several options, including the building of a new fire station in the southwest section of the City, in the 25700 block of East Ninth Street. SYanlev R. Hofmuat Associates. Iec. Sentember 30, 2004 1: "TTM 16914" Plan For Service City of Highland 6-u 072 %0 According to the City's General Plan, the City would maintain a service ratio of 1 firefighter per 1,000 residents with an average response time of 4 minutes to 90.0 percent of calls. With a population of 49,250 (January 2004 Department of Finance estimate) the current ratio of firefighters/paramedics to residents is approximately 1.32 personnel for every 1,000 residents. Based on the projected population of 204 for the "TTM 16914" project, the proposed project would generate a need for 0.2 firefighters, which does not exceed the required service ratio. Therefore, there is no requirement for additional firefighter/paramedic personnel. Improvements. No additional capital funding requirements for fire facilities have been identified as a result of the proposed project. If additional facilities were required, the proposed project would be required to pay fire facilities and equipment development impact fees for new developments and comply with all recommendations of the San Bernardino County fire ordinance for residential developments. The City will be responsible for the operations and maintenance costs through the General Fund to provide fire and emergency services to the annexation area. Services are provided through a contract with the California Department of Forestry. Scanle R. Hnffincm Associates, ]nc. Septemha' 30. 3001 16 "TTM 16914" Plan For Service Ctty of Hi2hlam: V 3.3 POLICE PROTECTION - Service Provider. The City of Highland contracts its law enforcement services through the San Bernardino County Sheriffs Department. Currently, there are 22 deputy. sheriffs assigned to the City of Highland. The Sheriffs Department has one patrol station in the City of Highland located adjacent to City Hall at 26985 East Base Line Road. In addition, as a contract station operating under a mutual aid agreement, the City has access to a variety of resources offered by the Sheriffs Department. The contract may be adjusted annually to meet staffing needs, based on Department of Justice statistics. Level of Service. The City's Highland Station is one of the busiest stations in terms of the ratio of safety personnel to population, calls for services, and arrests per deputy. Based on the January 2004 Department of Finance population estimate of 49,250, the current ratio of officers to residents is approximately 0.45 officers for every 1,000 residents. Police service calls will incrementally increase as a result of the proposed project. The population of the %W proposed project is projected to be 204, which does not result in a need for additional fto officers using the current officer/resident ratio. Improvements. According to County Sheriff Department staff at the City of Highland station, the proposed project does not result in a need for additional officers as a result of annexation and subsequent residential development. No additional capital funding requirements for police facilities have been identified as a result of the proposed project. If additional facilities were required, the proposed project would be required to pay law enforcement facilities and equipment impact fees for new development. The City will provide the operations and maintenance costs to provide service to the annexation area through its General Fund. Although no newfacilities are required at this time, there maybe a need for additional facilities and staffing over time to meet the needs of additional development in the City. Stader R. Hoffinan Associates. Inc. 17 "TTM 16914" Plan For Service SeocemUer 30. 200-1 City of Highland w 3.4 LIBRARIES Service Provider. The City of Highland is currently serviced by the Highland Branch Library facility located at 27167 Baseline Road. This facility is owned by the City of Highland with 'W/' TW library service provided by the San Bernardino County Library. The San Bernardino County Public Library provides library service to all unincorporated areas ofthe County and 19 cities, including Highland. Level of Service. The Division of Library Development Services of the State of California uses the current state average of 0.35 square feet of library facility per capita and 1.5 volumes per capita as the standard. The existing library comprises about 10,000 square feet. This can serve an estimated population of 28,571 when using the library standard of 0.35 square feet per capita. Similarly, for books, there are an existing 65,000 volumes in the library. Based on the standard of 1.5 volumes per capita, there is enough existing capacity to serve a population of about 43,333, which is less than the City's existing population. Based on the January 1, 2004 City of Highland population of 49,250, the current library resources of the Highland facility do not adequately serve the current City population, and could not therefore adequately serve the additional population of the proposed annexation development area. Additional capacity would be required to serve the population resulting from growth in other parts of the City as well as the proposed project. Improvements. The existing Highland library facility does not adequately serve the current City population. However, the City of Highland has plans to relocate the current library to a new facility near Cypress Street and Hibiscus (adjacent to the Cypress School). The new library, estimated to be completed in 2005, will be 30,000 square feet, which is enough capacity to serve an estimated population of 85,714. This capacity can more than adequately serve the existing City population plus the population of the proposed project. Based on the projected population of 204 for the project area, the additional space and volume requirements are estimated as follows: Stanley R. Hof fan Associates. hu. 1 S "TTM 1691" Pian For Service September 3(1. 20()-1 Cir\' of His -,h nd \/ 1111111110 • Additional space @ 0.35 square feet per capita = 71 square feet • Additional volumes @ 1.5 volumes per capita = 306 volumes Capital costs to provide additional facilities and improvements to serve the project area would be funded by the City's library facilities impact fees. Ongoing operations and maintenance costs for existing or new libraries are covered through the County's library fund through the use of property taxes and fines and user fees. 3.5 DOMESTIC WATER Service Provider. Service for domestic water for the project area would be provided by the East Valley Water District (EVWD), which provides water to an approximately 28 square mile (17,978 acres) area in San Bernardino County. The District has a service population of approximately 65,000. The District utilizes water from several sources including the Santa Ana River, the Bunker Hill Groundwater Basin and the City of San Bernardino domestic water system. During dry years, the District can obtain water from Northern California through the state Water Project. Currently, a quarter of the District's water supply is obtained from surface water sources from the Santa Ana River. Level of Service. The EVWD system has a total daily average usage of 19 million gallons per day (GPD) and a maximum daily capacity of 31 million GPD. The project would require 49,719 gallons per day based upon buildout of 59 dwelling units. Although the proposed project would increase demand for water within this pressure zone, EVWD has indicated that there is adequate supply for the proposed development. Consequently, existing water supplies are available for the proposed project of 59 residential units. However, if drought conditions persist in the Southern California region, this may change. The project site lies within the Canal Pressure Zone. Water flows from the development would connect to an existing 12 -inch water main located on the north side of the Oak Creek Flood Control Channel, in line with San Benito Street and to an existing 16 -inch water main located in Vista Clara Street. Stanle R. Hoffnttm Associates. Inc. Sencember 30. 200! 19 "TTM 16914' Plan For Service Cite of HiLlllan6 %W Water treatment service to the proposed development would be supplied from the Philip A. Disch Surface Water Treatment Plant. The proposed development would represent approximately 1.0 percent of the Plant capacity. Improvements. To accommodate flows to the project site, the project will be required to construct a looped 8 -inch water system to and from this development. In addition, the project would be required to provide a 20 -foot wide, single main (water) or a 30 -foot wide double main (water or sewer) pipeline easement for all lines that are not within a public right-of-way. The historic North Fork Canal, which runs through this area, is also a source of water for the proposed development. EVWD will require the developer to replace it with 36 -inch reinforced concrete piping along the current alignment. While the specific timing of these improvements is not known, it is assumed that phasing of facilities will be concurrent with the development of the project, Fifteen acres of the proposed project boundary do not lie within the jurisdiction of the %W EVWD. This 15 -acre area will be annexed to EVWD to meet LAFCO's requirement for contiguous boundary. EVWD will provide forthe necessary operations and maintenance of the water systems needed to serve the project area. The District collects no property tax revenues. Operations and maintenance costs are covered primarily through monthly service charges that will be paid by future users within the project area. 3.6 WASTEWATER SERVICES Service Provider. The EVWD is the wastewater service provider for the project site. The San Bernardino Wastewater Treatment Plant, which is located southwest of the project site within the City of San Bernardino, would serve the project site. W astewaterflows from the project would be connected to an existing sewer main located on the north side of the Oak Creek Flood Control Channel, in line with San Benito Street and an existing sewer main Calle De Rio Street. Level of Service. According to the EVWD, the sewerage system has adequate capacity to serve the development. While the EVWD maintains its own sewer lines within the City, it Swn/er R. Hnffnzan Associuzes. Inc. 20 "TTM 16914" Plan For Senate Seoiemher 30. 200= Ciiv of HiLhianc contracts out sewer treatment to the San Bernardino Municipal Water District. The site would be connected to the municipal sewer and wastewater system treated at the San Bernardino Wastewater Treatment Plant. The Facility will have the capacity to treat 33 million gallons of effluent per day. The proposed projectwould generate 16,579 gallons per day of wastewater with a residential buildout of 59 dwelling units. According to the district, the existing wastewater treatment facilities have adequate treatment capacity to serve the proposed project. Improvements. To accommodate the sewage flows from the development, the proposed project would be required to construct a sewer system that would adequately serve the development and provide a 20 -foot wide, single main (water or sewer) or a 30 -foot wide double main (sewer) pipeline easement for all lines that are not within a public right-of-way. While the specific timing of these improvements is not known, it is assumed that phasing of facilities will be concurrent with the development of the project. %W Fifteen acres of the proposed project boundary do not lie within the jurisdiction of the W EVWD. This 15 -acre area will be annexed to EVWD to meet LAFCO's requirement for contiguous boundary. EVWD will provide forthe necessary operations and maintenance of the sewer systems needed to serve the project area. The District collects no tax money. Operations and maintenance costs are covered primarily through monthly service charges that will be paid by future users within the project area. 3.7 FLOOD CONTROL AND DRAINAGE Service Provider. Local drainage facilities are maintained by the City of Highland through the City's Streets and Drainage Maintenance District. All facilities are routinely inspected and necessary actions are taken to maintain the facilities in compliance with established standards. The San Bernardino County Flood Control District (SBCFCD) is responsiblefor the design, construction, operation and maintenance of regional flood control facilities for all of the incorporated and unincorporated areas in San Bernardino County. Sranlev K. HofJn:a r Associates. Inc. 21 TTM 16914" Plan For Service September = 0. 200 Ciw of HiLhi and v4so Level of Service. Since the project is proposed for annexation into the City of Highland, it 072 %0 is subject to the storm water discharge requirements of the General Construction Permit (GCP). The GCP requires the development and implementation of a Storm Water Pollution Prevention Plan (SWPPP). The SWPPP contains site maps that show the construction site perimeter, existing and proposed buildings, lots, roadways, storm water collection and discharge points, general topography both before and after construction, and drainage patterns across the site. Improvements. The proposed development would require construction of new storm drainage facilities onsite. Implementation of the proposed project would result in 4 new inlet structures within the offsite areas north of the development site that would convey storm water into the Oak Creek Channel. This will be done through a pipe conveyance system or through the onsite storm drainage facilities. Construction of the concrete lined canals would also convey stormwater directly into the Oak Creek Channel. The proposed offsite drainage facilities would be located adjacent to the historic North Fork Canal. Capital costs to provide additional facilities and improvements to serve the project area would be funded by the City's storm drain facilities development impact fees. The City of Highland Streets and Drainage Maintenance District provides funding to maintain emergency access roadways, alleys, and/or drainage systems for newly constructed developments. The project area will be required to annex into the City's existing Streets and Drainage Maintenance District No. 96-1. 3.8 PARKS AND OPEN SPACE Service Provider. The City of Highland Community Development department serves the City's parks and recreation facilities. The City of Highland Park Maintenance District currently includes Aurantia Park (10 acres), the Community Center Complex (24 acres), and a new 12 -acre park at Greenspot Road which opened in July 2004. A second 17 -acre park at Central Avenue and Hibiscus Street will open in November 2004. The City also has a Trail Maintenance District, which includes two series of trails. S1a71IB1' R. Hgfinum Associates, Inc. '^ "TTM 16914" Plan For Service September 30. 200-1 City of HiehlanC. %W W Cn Level of Service. According to the City of Highland General Plan, the City has established an open space ratio of 2.5 acres per 1,000 residents, which includes a ratio of 2.0 acres of developed park acreage per 1,000 residents and a ratio of 0.5 acres of undeveloped natural parkland per 1,000 residents. The City's existing neighborhood and regional parks and recreational facilities would be available to the residents of the proposed project, as would the San Bernardino National Forest at the project's northern border. Improvements. The proposed project would generate a need for approximately 0.5 developed park acres and undeveloped natural parkland acres. The proposed project involves the dedication of 25.6 acres of open space within the northern portion of the property. In addition, the development would create an additional 3.0 acres of park space and 3.5 acres of landscaped slopes, open space and trails. As a result, the project would create more parkland than demand from the project for parkland. The plan for parks and trails is shown in Figure 3-1. The 3.0 acres of public parks represent about 9.3 percent of the total parks and open space in the project. The proposed project is required to pay City parks and recreation facilities development impact fees for new development in order to fund the capital costs of park construction. The 6.5 acres of public parks and open space slopes and trails will be required to annex into the City's existing Consolidated Landscape and Lighting District No. 96-1 to fund the maintenance costs of landscaping and other improvements associated with the new parks and landscaped slopes. The developer is responsible for the maintenance of the undeveloped open space and has proposed that it be transferred to the U.S. Forest Service. Sraniei R. Hoffman Associates Inc. Sentembe; _ 0. 2004 ?= "TTM 16914" Plan For Service City of HiLyhland 015 V of F��VII Figure 3.1 Conceptual Park Layout 1�� inn h t Y^ Source: STB Landscape Architects. SranleiR. Hoffman Associates. bte. SeMcmoe- H. 200- "TTMI 16914" Plan For Sewice City o= H i eh ianc y+c� zr CONCEPTUAL TENTATIVE TRACT NO. 16914 CALIFORNIA 1�� inn h t Y^ Source: STB Landscape Architects. SranleiR. Hoffman Associates. bte. SeMcmoe- H. 200- "TTMI 16914" Plan For Sewice City o= H i eh ianc 3,9 PUBLIC UTILITIES `/ Service Provider. The project area will be served by the appropriate local utility companies who have indicated that they will have the ability to service the area. Service providers to the area include the following: Cable and Internet Provider.' Adelphia Cable provides cable television service and internet services to the project area. These services are all delivered via a single broadband network of coaxial and fiber-optic cable. Electricity: Power service to the proposed annexation development area project will be provided by Southern California Edison Company (SCE). The costs and rate structure to the property owners for these services are controlled by the Public Utilities Commission. Assuming buildout of the 59 lots, electrical consumption for the site, based on SCE designated criteria, is estimated as follows: 59 dwellings x 7 kw/unit = 413 kw per month; or 4,956 kw annually. Telephone Service: Telephone service to the proposed annexation development area will be provided by Pacific Bell Telephone Company. The area would require the installation of cable wiring from a backbone facility out to the site. Natural Gas: Natural gas would be provided by the Southern California Gas Company. The developer is responsible for local connection to existing mains in the area and the installation of any new meters if required. All other utility facilities including sewer and water must be installed prior to gas line installation. The utility has indicated that it has existing facilities in the project area. Improvements. The project developer would coordinate with the applicable agency regarding the location of existing utility lines and hookups in order to finalize improvement plans. Funding of the regional utility facilities is provided to the project by the individual %W utility company. The developer is responsible for the costs of extending utilities from the Sumler R. Hoffintn Associates. Inc. 2: "TTN/1 1691=:" Plan For Semce September 30. 300,1 City of Hi --I `/ %W 7/ backbone facilities to the project site. Funding of the operations and maintenance for specific utilities is the responsibility of the individual utilitythrough user charges. There are no financial cost impacts on the City's General Fund for these utility services. 3.10 SCHOOLS Service Provider. The City of Highland is served by two school districts, the San Bernardino Unified School District and the Redlands Unified School District. The annexation area is within the jurisdiction boundaries of the Redlands Unified School District. Cram Elementary would serve the annexation for grades K-5, Beattie Middle School will serve those students in grades 6th through 8ffi, and Redlands East Valley High School in Redlands will serve students in grades 9`h through 12th. As shown in Table 3-1, based on the generation factors used by Redlands Unified School District, the proposed project will generate approximately 35 students from the 59 new units. Of these, 17 would be elementary level, 8 would be middle school, and 10 students would be at the high school level. Recent changes in school financing laws indicate that payment of state -mandated developer impact fees represent full and complete mitigation under CEQA, regardless of the enrollment to capacity conditions of the affected schools. For residential units, Redlands School District assesses a $2.24 per square foot impact fee. Based on the average unit sizes of three residential product types, there is a total square footage of 220,400 square feet. At $2.24 per square foot, this results in an estimated $493,696 of impact fees to the school district. The Redlands Unified School District has indicated that developer fees are not enough to fully mitigate the impacts on schools from new students generated from residential growth within the project area. Stanley R. Hofhlall Associate;. Inc:. September ;f . 200 26 "TTM 16914' Plan For Service City ofHighlanc' v 111111111110 TABLE 3-1 "TTM 16914" PLAN FOR SERVICE CITY OF HIGHLAND ESTIMATED NEW STUDENTS FOR "TTM 16914" New Estimated Grade Levels SGF' Units Student Count Elementary (K-5) CRAM Elementary 0.28 59 17 Middle School (6-8) Beattie Middle School 0.14 59 8 High School (9-12) Redlands East Valley HS 0.17 59 10 Total 0.59 59 35 1. Student Generation Factors (SGF) estimate the number of new students that residential developments will create. Source: Stanley R. Hoffman Associates, Inc. Redlands Unified School District. 3.11 SOLID WASTE MANAGEMENT Service Provider. The California Integrated Waste Management Board oversees waste disposal for the City of Highland. The California Integrated Waste Management Board oversees waste disposal for the City of Highland. The following landfill sites were utilized by the City of Highland in 2000: • San Bernardino County: Colton Refuse Disposal, EI Sobrante Sanitary Landfill, Fontana Refuse Disposal (Mid -Valley) and San Timoteo Solid Waste Disposal; ■ Kern County: Arvin Sanitary Landfill • Orange County: Olinda Alpha Sanitary Landfill Level of Service. The Colton Refuse Disposal Site, the Fontana Refuse Disposal Site (Mid -Valley), and the San Timoteo Solid Waste Disposal site are managed by the San Szonle. P. Hoffman Associates. Inc. _? "TTM 16914" Plan For Sen -ice September 'K. 2001 Ciry of Highland Bernardino County Solid Waste Management Department and would likely be the waste rr✓ facilities receiving waste generated from the proposed project. The San Tinmoteo Solid Waste Disposal site, located in Redlands approximately 12 miles from the project site, is able to accept 3,000 tons per day (TPD) with a remaining capacity of approximately 694 million cubic yards. The San Timoteo Solid Waste Disposal is scheduled to close on May 1, 2016. The Colton Refuse Disposal Site, located in Colton, is able to accept 3,100 TPD with an estimated closure date of January 1, 2006. The Fontana Refuse Disposal Site (Mid -Valley), located in Rialto, is able to accept 7,500 TPD and is expected to close on April 1, 2033. Improvements. The proposed project would not generate significant amounts of solid waste. The total household waste disposal for the City of Highland in 2000 was 21,555 tons per year, or approximately 3 pounds per resident per day. Implementation of the proposed project would not affect generation of solid waste as the 204 occupants would generate less than 120 tons per year of solid waste. Therefore, additional landfill space 'int/ would not be needed. W Cal Disposal Company contracts with the City of Highland to provide scheduled solid waste pick-up. Cal Disposal charges a monthly fee of $20.55 per unit for waste service. Stanle.rR. Hoffman Associates. Inc. 2F. "TTM 1691 !"Plan For Service Seotembe; Y'. 200-. CinVofliiUhland APPENDIX A `„p CITY OF HIGHLAND DEVELOPMENT IMPACT FEES "TTM 16914" PLAN FOR SERVICE CITY OF HIGHLAND DEVELOPMENT IMPACT FEES' (Effective June 15, 1998) Facility Estate (20,000 sq. ft.) Single Family Multiple Family (3 or more) Commercial Per Sq. Ft. Industrial Per Sq. Ft. Facilities & Equipment $34.21 $34.21 $34.21 $0.030 Law Enforcement Facilities & Equipment $34.21 $34.21 $34.21 $0.030 $0.030 Fire Facilities & Equipment $165.23 $165.23 $173.23 $0.099 $0.024 Traffic Facilities $2,833.58 $2,833.58 $1,863.55 $4.430 $1.176 Storm Drain Facilities $822.26 $731.99 $261.03 $0.322 $0.322 General Facilities & Equipment $182.70 $182.70 $182.70 $0.073 $0.073 v Library Facilities $106.76 $106.76 $98.92 No Fee No Fee Parks & Recreation Facilities $1,176.05 $1,176.05 $1,089.63 No Fee No Fee TOTAL CHARGES' $5,320.79 $5,230.52 $3,703.27 $4.9541sq. ft. $1.625/sq. ft. 1. Impact Fees listed below are applicable citywide except for East Highlands Ranch and certain properties fronting Greenspot Road. 2. Per dwelling unit for residential; Per gross square foot for commercial or industrial. Source: Stanley R. Hoffman Associates, Inc. City of Highland. Sranler R. RofP11C111 Assuciares. 1nC. 39 "TTM 16914" Plan For Sen ice Semember 30. Soft, Cite of HiLhlanc v %W APPENDIX B AGENCIES AND FIRMS CONTACTED The Planning Center Brian James, Project Manager (714) 966-9220 Inland Communities Corp. Kaleb Nelson, MURP, (310) 277-7351 Local Agency Formation Commission/County of San Bernardino Kathleen Rollings-McDonald, Deputy Executive Officer (909)387-5866 County of San Bernardino Special Districts Carol Montag, Fire Department Special Districts 909-387-5924 San Bernardino County Sheriff, City of Highland Captain Sherree Stewart Sergeant Anthony Onodera (909)425-9793 Fax (909) 425-0693 San Bernardino Auditor Controller Bob Wright (909)386-8829 San Bernardino Chief Administrative Office Wayne Thies (909)387-5409 East Valley Water District Robert Martin, General Manager (909)889-9501 City of Highland (909)864-6861 Joe Hughes, Assistant City Manager Extension 203 Charles Dantuono, Finance Director r1/ Extension 224 Stunler R. Ho/linan Associares, Inc. September 30. 300-' 30 "TTM 16914 -Plan ForSenice City of His*hland %We w Rick Hartman, Community Development Director Extension 213 Ernie Wong, Public Works Director and City Engineer Extension 212 Larry Williams, Public Works Manager Extension 216 California Department of Forestry, City of Highland Scott Herrick, Fire Captain (909)862-3031 County of San Bernardino Public Library, Highland Branch Harriet Foucher, Head Librarian (909) 862-8549 Redlands Unified School District Terry Shira (909) 307-5300 Smnler R. ROffhlan Associares. Inc. September 30. 30()4 31 "TTM 16914" Plan For Service Citi of Ai^_hland N.d DEVELOPMENT AGREEMENT THIS AGREEMENT is made this I day of P,�, by and between EAST VALLEY WATER DISTRICT, a public agency (hereinafter "the DISTRICT"), and EMMANUEL JOHN DAMOULAKIS, (hereinafter "the DEVELOPER"). RECITALS A. The DISTRICT is a County Water District organized and operating pursuant to California Water Code Section 30000 et seq. B. The DEVELOPER proposes to subdivide and develop certain real property within the boundaries of the DISTRICT which is located south of Water Street and West of Aplin Street, in the City of Highland, County of San Bernardino, State of California, and is generally identified as Tract 16745 (hereinafter "the PROPERTY). A copy of the Tentative Tract Map for the PROPERTY is attached hereto as Exhibit "A" and is incorporated herein by this reference. C. The development of the PROPERTY will consist of 11 dwelling units, and the \y/ DEVELOPER desires that the DISTRICT provide domestic water and sewer service to the %W PROPERTY. The DEVELOPER intends to design and construct the facilities necessary for water and sewer service to be furnished to the PROPERTY. D. The DISTRICT supplies domestic water and sewer service within the area to be served and is the public agency empowered by law to provide such services to the PROPERTY. E. The purpose of this AGREEMENT is to provide the terms and conditions under which the DEVELOPER will design and construct the facilities necessary for the DISTRICT to supply water and sewer service to the PROPERTY (hereinafter "the PROJECT'). COVENANTS NOW THEREFORE, in consideration of the preceding Recitals and the mutual Covenants contained herein, the parties hereto agree as follows: 1 Section 1. DESIGN OF FACILITIES. The DEVELOPER agrees to design the water and sewer facilities for the PROPERTY in the following manner and according to the Rules and Regulations of the DISTRICT: a. The DISTRICT agrees to provide to the DEVELOPER tentative water and sewer plans which conform to the requirements of the DISTRICT. b. The DEVELOPER agrees to design the water and sewer facilities for the PROPERTY in accordance with the DISTRICT's Standards for Design and Processing of Water and Sewer Plans and the tentative plans provided by the DISTRICT. The designs shall be submitted to the DISTRICT in a complete form which shall provide sufficient information for review and approval by the DISTRICT in the exercise of its sole discretion. C. The DISTRICT may request certain changes in the plans to provide for oversizing of facilities, which DEVELOPER agrees to incorporate into the plans and specifications for the PROPERTY. d. The DEVELOPER shall furnish the DISTRICT with any and all easements necessary for the construction, operation, maintenance, and repair of any and all water and/or sewer facilities to be installed and/or used for the PROJECT. All easements shall be submitted to the DISTRICT for review and approval by the DISTRICT in the exercise of its sole discretion prior to the DISTRICT's acceptance of any dedication of the PROJECT facilities under Section 6 of this AGREEMENT. e. The DEVELOPER shall submit all plans, drawings, specifications, and contract documents, for all work to be performed pursuant to this AGREEMENT, to the DISTRICT for review and approval, if acceptable to the DISTRICT. The DISTRICT agrees to review all such documents in a timely %W manner and, upon inclusion of all changes thereto requested by the DISTRICT in a manner satisfactory to the DISTRICT, the DISTRICT will provide the 9 %W DEVELOPER with authorization to proceed. The DEVELOPER shall not proceed with the construction of the PROJECT and any other water or sewer facilities for use on the PROPERTY until the DISTRICT so authorizes. Section 2. CONSTRUCTION OF FACILITIES. The DEVELOPER agrees to construct the PROJECT and all other water and sewer facilities necessary for the PROPERTY in the following manner subject to the DISTRICT's approval: a. The DEVELOPER shall obtain all necessary permits from the City of Highland and all other public or private agencies required for the construction thereof. The PROJECT and the facilities appurtenant thereto shall be constructed at a location determined by the DISTRICT, and shall be relocated by the DISTRICT at the DEVELOPER's sole expense if such relocation is deemed necessary by the DISTRICT in its sole discretion. The DEVELOPER hereby grants the DISTRICT full access to the PROPERTY and all other locations where vftw the work contemplated herein is to be performed. b. All facilities constructed pursuant to this AGREEMENT shall be in accordance with accepted standards and practices in the industry and in compliance with all local, state, and federal laws, rules, and regulations. The DEVELOPER shall be responsible for providing all labor, materials, and equipment necessary to perform the work for the PROJECT, and such work shall be performed in a timely and workmanlike manner by a party or entity acceptable to the DISTRICT. All such facilities shall conform to the DISTRICT's Standard Specifications for the Furnishing of Materials and the Construction of Water and Sewer Pipelines. All costs and liabilities in connection with the design and construction of the PROJECT shall be borne solely by the DEVELOPER. C. The DISTRICT shall inspect and approve all work to be performed %W under this AGREEMENT. However, any approval by the DISTRICT of such work, or of the designs, specifications, reports, and/or materials furnished 3 V hereunder, is understood to be conceptual approval only and will not operate to relieve the DEVELOPER or its contractors, consultants, or subcontractors of responsibility for complying with all laws, codes, industry standards, and liability for damages caused by negligent acts, errors, omissions, noncompliance with industry standards, or their own willful misconduct. Further, neither the DISTRICT's review, approval, or acceptance of any of the work or services performed in connection with this AGREEMENT shall be construed as a waiver of any rights hereunder or of any defense or cause of action which the DISTRICT may have arising out of the performance of this AGREEMENT or any previous or subsequent agreements. The DEVELOPER shall cause the facilities constructed under this AGREEMENT to be inspected as required by any and all other public or private agencies. Section 3. DEVELOPER'S COSTS. In addition to all other obligations imposed upon the r1r► DEVELOPER under this AGREEMENT, the DEVELOPER shall be responsible for the payment of all of the following: a. The DEVELOPER shall pay to the DISTRICT all, or any portion, of the connection fees for the PROPERTY at the time of application for water and sewer service therefor. The DISTRICT will provide water and sewer service only to those specific subdivision lots within the PROPERTY for which payment in full has been made to the DISTRICT. b. The DEVELOPER shall be solely responsible for the payment of all costs, fees, and expenses associated with the construction, inspection, operation, maintenance, repair, and relocation of the PROJECT, including all costs, fees, and expenses incurred for the environmental analysis, engineering, and design of the PROJECT. WOO' C. The DEVELOPER shall comply with all rules, regulations, resolutions, and ordinances of the DISTRICT that are currently in place or may 4 hereafter be adopted, and shall pay when due any and all fees, deposits, charges, rates, fines, penalties, taxes, and/or assessments that may be levied by the DISTRICT. d. The DEVELOPER hereby consents, and waives any objection, to the exercise of any and all collection remedies that are available to the DISTRICT under the law upon the PROPERTY and/or the person and/or property of DEVELOPER and its shareholders and partners. Section 4. SECURITY. a. The DEVELOPER shall provide performance, completion, and/or payment bonds for the PROJECT in the minimum amount of not less than 100 percent of the estimated construction costs containing covenants which are acceptable to the DISTRICT and the City of Highland. b. The DEVELOPER shall provide a maintenance bond for the err/ PROJECT in the amount of 100 percent of the construction cost, which shall contain covenants which are satisfactory to the DISTRICT. Such bond shall remain in force for at least twelve (12) months from the date of acceptance by the DISTRICT of the dedication of said facilities. C. The DEVELOPER shall also procure and maintain during the performance of this AGREEMENT such policies of insurance, bonds from an acceptable surety, cash deposits, escrow accounts, letters of credit, and other forms of security, in amounts and upon terms deemed sufficient by the DISTRICT in its sole discretion to protect the DISTRICT from any and all exposure to loss and/or liability. Section 5. COSTS FOR OVERSIZING. Pursuant to Section l.c. of this AGREEMENT, the DISTRICT agrees to pay to the DEVELOPER the incremental cost of oversizing any PROJECT facilities greater than twelve inches (12") in diameter for water distribution pipelines and ten v inches (10") in diameter for sewage collection pipes. The DISTRICT shall determine the amount 5 of the incremental cost of oversizing and the method of payment in the exercise of its sole discretion prior to its acceptance of the PROJECT facilities. Section 6. DEDICATION OF FACILITIES. a. The DEVELOPER shall, upon completion of the construction of all facilities to be installed hereunder to the satisfaction of the DISTRICT, dedicate said facilities to the DISTRICT by a deed of dedication or such other instrument as the DISTRICT may prescribe, and the DISTRICT agrees to accept the dedication thereof by formal action of its Board of Directors. Thereafter, such dedicated facilities shall become and be operated and maintained by the DISTRICT as part of the DISTRICT's water and sewer system. The DISTRICT shall not accept dedication of said water or sewer facilities until all connection fees have been paid unless otherwise allowed under Section 3.a. herein. b. The DEVELOPER hereby grants the DISTRICT full access to the `/ PROPERTY for the purpose of installing, operating, inspecting, maintaining, and u repairing all meters, valves, and other appurtenances necessary for the DISTRICT to record, regulate, and control the amount of water pumped therefrom. Section 7. Any obligation on the part of the DISTRICT to supply water to the PROPERTY pursuant to the terms of this AGREEMENT shall be excused in the event that the performance thereof is interrupted for any of the following reasons: riots, wars, sabotage, civil disturbances, insurrection, explosion, court order, natural disasters such as floods, earthquakes, landslides, and fires, and other labor disturbances and other catastrophic events which are beyond the reasonable control of the DISTRICT. Notwithstanding any other provision to the contrary, the DISTRICT may suspend or refuse water service to the PROPERTY if the DEVELOPER is in breach, default, or violation of this AGREEMENT or any rule, regulation, resolution, and/or ordinance of the DISTRICT that is currently in place or may hereafter be adopted, or if such service would adversely affect the health, safety, or welfare of 2 v the DISTRICT's customers, or for any other reason deemed paramount by the DISTRICT in its sole discretion. Section 8. NO REPRESENTATIONS. WARRANTIES, OR CLAIM OF WATER RIGHTS, The DISTRICT makes no express or implied representations or warranties concerning the quality, pressure, or temperature of any water delivered pursuant to the terms of this AGREEMENT, or the manner in which the water is provided, or its fitness for any particular purpose, and the DISTRICT shall not be held liable for any losses incurred or damages sustained as a direct or indirect result thereof, nor shall the DISTRICT be held liable for any losses incurred or damages sustained after the water furnished hereunder is transferred to the PROJECT facilities. Any water conveyed by the DISTRICT under this AGREEMENT shall not serve as the basis of, or otherwise support, any water rights claim that may be asserted by the DEVELOPER. Section 9. LIABILITY FOR DAMAGES. The DISTRICT shall not be held liable or :r/ responsible for any debts or claims that may arise from the operation of this AGREEMENT, or for any damage claims for injury to persons, including the DEVELOPER and/or its officers, directors, shareholders, guests, invitees, trespassers, agents, contractors, consultants, and employees, or for property damage, from any cause arising out of or in any way related to the PROPERTY, the PROJECT, and/or the DEVELOPER's obligations hereunder. Section 10. RELEASE. The DEVELOPER hereby expressly waives and releases the DISTRICT and its agents, officers, directors, and employees from any and all liability for the claims, actions, and/or losses set forth in Section 9 above and for any costs and expenses incurred in connection therewith. The DEVELOPER, notwithstanding the provisions of California Civil Code § 1542, which provides as follows: "A general release does not extend to claims which the creditor did not know or suspect to exist in his or her favor at the time of the executed release which if known by him or her must have vow materially affected his or her settlement with the debtor." Yl expressly waives and relinquishes all rights and benefits afforded to the DEVELOPER thereunder and under any and all similar laws of any state or territory of the United States with respect to the claims, actions, and/or losses referenced above. This AGREEMENT shall act as a release of any claims that may arise from the aforementioned whether such claims are currently known or unknown. The DEVELOPER understands and acknowledges the significance and consequences such specific waiver of Civil Code § 1542 and hereby assumes full responsibility for any injuries, damages, losses, or liability that may result from the claims identified above. This AGREEMENT shall also act as a release of any claims, actions, and/or losses set forth in Section 9 above, that may arise in the future whether such claims are currently foreseen or unforeseen. Section 11. HOLD HARMLESS. Excepting the sole or active negligence or willful misconduct of the DISTRICT, the DEVELOPER shall indemnify and hold the DISTRICT and its officers, directors, agents, and employees harmless from and against all claims and liabilities VOW of any kind arising out of, in connection with, or resulting from, any and all acts or omissions on the part of the DEVELOPER and/or its officers, directors, shareholders, partners, assignees, guests, invitees, trespassers, agents, contractors, consultants, and employees in connection with the PROPERTY, the PROJECT, and the performance of their obligations under this AGREEMENT, including design defects, even if occurring after the completion of the PROJECT, and defend the DISTRICT and its officers, directors, agents, and employees from any suits or actions at law or in equity for damages, and pay all court costs and counsel fees in connection therewith. In addition, the DEVELOPER agrees to defend, indemnify, and hold the DISTRICT harmless from and against all claims, losses, liabilities, damages, demands, actions, judgments, causes of action, assessments, penalties, costs, expenses (including, without limitation, the reasonable fees and disbursements of legal counsel, expert witnesses, and accountants), and all foreseeable and unforeseeable consequential damages which might arise or be asserted against the DISTRICT and/or the DEVELOPER with regard to the PROPERTY and/or the PROJECT which are alleged and/or determined to be tortious, and/or in violation of 'V M U present and future federal, state, and local laws (whether under common law, statute, rule, regulation, or otherwise), including, but not limited to, the California Environmental Quality Act, Public Resources Code Section 21000 et seq., and the Guidelines adopted thereunder, California Code of Regulations Section 15000 et seq., all as the same may be amended from time to time. Section 12. NOTICES. Any notice, tender, or delivery to be given hereunder by either party to the other shall be effected by personal delivery in writing or by registered or certified mail, postage prepaid, return receipt requested, and shall be deemed communicated as of mailing or in the case of personal delivery, as of actual receipt. Mailed notices shall be addressed as set forth below, but each party may change its address by written notice in accordance with this section. If to the DISTRICT: If to the DEVELOPER: East Valley Water District P.O. Box 3427 1155 Del Rosa Avenue San Bernardino, CA 92413 Attn: General Manager Emmanuel John Damoulakis 11720 Adenmoor Avenue Downey, CA 90241 Section 13. DISPUTES. Any dispute or controversy arising out of, under, or in connection with, or in relation to this AGREEMENT, and any amendments thereto, or the breach thereof, which is not resolved informally by prior mutual agreement of the parties hereto, shall be submitted to arbitration in accordance with the California Arbitration Act, Sections 1280 through 1294.2 of the Code of Civil Procedure. The cost of such arbitration shall be paid by the parties equally; however, the prevailing party in the arbitration shall be entitled to reimbursement of its attorneys fees and other costs incurred in connection therewith. Section 14. ATTORNEYS FEES. If a dispute arises which cannot be resolved by arbitration, regarding the breach or enforcement of the provisions of this AGREEMENT, the prevailing party therein shall be entitled to recover all attorneys fees and other costs actually 0 v Section 20. SEVERABILITY. If any portion of this AGREEMENT is declared by a court of competent jurisdiction to be illegal, invalid, or unenforceable, the remaining provisions of this AGREEMENT shall continue in full force and effect. Section 21. TIME OF THE ESSENCE. Time is of the essence in this AGREEMENT, and the parties hereto agree to proceed in good faith, with due diligence, to complete all covenants and conditions set forth herein and to perform such further acts as is reasonably necessary to effectuate the purpose of this AGREEMENT. Section 22. AUTHORITY. Each individual executing this AGREEMENT on behalf of a party hereto represents and warrants that he or she is fully and duly authorized and empowered to so execute on behalf of such party, and that this AGREEMENT is binding in the manner set forth in Section 15 hereof. IN WITNESS WHEREOF, the parties hereto have caused this AGREEMENT to be executed by their respective officers as of the date first above written. DISTRICT: qW By: East Valley Water District President, Board of Directors ATTEST: Secretary By: DEVELOPER FAMIWIS, W Notary Public 0 CH"" AN* tp g NOTARY PUB UC- 0R1Uq� LOS ANGELES COUNTY (} COMM. EXP. JAN. 20, 2W8► 11 \./ on r EXHIBIT "A" [Tentative Tract Map for the PROPERTY] 12 Vft , DEVELOPMENT AGREEMENT THIS AGREEMENT is made this _ day of by and between EAST VALLEY WATER DISTRICT, a public agency (hereinafter "the DISTRICT"), and EMMANUEL JOHN DAMOULAKIS, (hereinafter "the DEVELOPER"). RECITALS A. The DISTRICT is a County Water District organized and operating pursuant to California Water Code Section 30000 et seq. B. The DEVELOPER proposes to subdivide and develop certain real property within the boundaries of the DISTRICT which is located south of Water Street and West of Aplin Street, in the City of Highland, County of San Bernardino, State of California, and is generally identified as Tract 16745 (hereinafter "the PROPERTY). A copy of the Tentative Tract Map for the PROPERTY is attached hereto as Exhibit "A" and is incorporated herein by this reference. C. The development of the PROPERTY will consist of 11 dwelling units, and the 'tly/ DEVELOPER desires that the DISTRICT provide domestic water and sewer service to the fto PROPERTY. The DEVELOPER intends to design and construct the facilities necessary for water and sewer service to be furnished to the PROPERTY. D. The DISTRICT supplies domestic water and sewer service within the area to be served and is the public agency empowered by law to provide such services to the PROPERTY. E. The purpose of this AGREEMENT is to provide the terms and conditions under which the DEVELOPER will design and construct the facilities necessary for the DISTRICT to supply water and sewer service to the PROPERTY (hereinafter "the PROJECT"). COVENANTS NOW THEREFORE, in consideration of the preceding Recitals and the mutual Covenants contained herein, the parties hereto agree as follows: 1 ,w Section 1. DESIGN OF FACILITIES. The DEVELOPER agrees to design the water and sewer facilities for the PROPERTY in the following manner and according to the Rules and Regulations of the DISTRICT: a. The DISTRICT agrees to provide to the DEVELOPER tentative water and sewer plans which conform to the requirements of the DISTRICT. b. The DEVELOPER agrees to design the water and sewer facilities for the PROPERTY in accordance with the DISTRICT's Standards for Design and Processing of Water and Sewer Plans and the tentative plans provided by the DISTRICT. The designs shall be submitted to the DISTRICT in a complete form which shall provide sufficient information for review and approval by the DISTRICT in the exercise of its sole discretion. C. The DISTRICT may request certain changes in the plans to provide for oversizing of facilities, which DEVELOPER agrees to incorporate into `%w the plans and specifications for the PROPERTY. d. The DEVELOPER shall furnish the DISTRICT with any and all easements necessary for the construction, operation, maintenance, and repair of any and all water and/or sewer facilities to be installed and/or used for the PROJECT. %W All easements shall be submitted to the DISTRICT for review and approval by the DISTRICT in the exercise of its sole discretion prior to the DISTRICT's acceptance of any dedication of the PROJECT facilities under Section 6 of this AGREEMENT. e. The DEVELOPER shall submit all plans, drawings, specifications, and contract documents, for all work to be performed pursuant to this AGREEMENT, to the DISTRICT for review and approval, if acceptable to the DISTRICT. The DISTRICT agrees to review all such documents in a timely manner and, upon inclusion of all changes thereto requested by the DISTRICT in a manner satisfactory to the DISTRICT, the DISTRICT will provide the 2 v DEVELOPER with authorization to proceed. The DEVELOPER shall not proceed with the construction of the PROJECT and any other water or sewer facilities for use on the PROPERTY until the DISTRICT so authorizes. Section 2. CONSTRUCTION OF FACILITIES. The DEVELOPER agrees to construct the PROJECT and all other water and sewer facilities necessary for the PROPERTY in the following manner subject to the DISTRICT's approval: a. The DEVELOPER shall obtain all necessary permits from the City of Highland and all other public or private agencies required for the construction thereof. The PROJECT and the facilities appurtenant thereto shall be constructed at a location determined by the DISTRICT, and shall be relocated by the DISTRICT at the DEVELOPER's sole expense if such relocation is deemed necessary by the DISTRICT in its sole discretion. The DEVELOPER hereby grants the DISTRICT full access to the PROPERTY and all other locations where *00 the work contemplated herein is to be performed. b. All facilities constructed pursuant to this AGREEMENT shall be in accordance with accepted standards and practices in the industry and in compliance with all local, state, and federal laws, rules, and regulations. The DEVELOPER shall be responsible for providing all labor, materials, and equipment necessary to perform the work for the PROJECT, and such work shall be performed in a timely and workmanlike manner by a party or entity acceptable to the DISTRICT. All such facilities shall conform to the DISTRICT's Standard Specifications for the Furnishing of Materials and the Construction of Water and Sewer Pipelines. All costs and liabilities in connection with the design and construction of the PROJECT shall be bome solely by the DEVELOPER. C. The DISTRICT shall inspect and approve all work to be performed under this AGREEMENT. However, any approval by the DISTRICT of such work, or of the designs, specifications, reports, and/or materials furnished 3 `r./ hereunder, is understood to be conceptual approval only and will not operate to relieve the DEVELOPER or its contractors, consultants, or subcontractors of responsibility for complying with all laws, codes, industry standards, and liability for damages caused by negligent acts, errors, omissions, noncompliance with industry standards, or their own willful misconduct. Further, neither the DISTRICT's review, approval, or acceptance of any of the work or services performed in connection with this AGREEMENT shall be construed as a waiver of any rights hereunder or of any defense or cause of action which the DISTRICT may have arising out of the performance of this AGREEMENT or any previous or subsequent agreements. The DEVELOPER shall cause the facilities constructed under this AGREEMENT to be inspected as required by any and all other public or private agencies. Section 3. DEVELOPER'S COSTS. In addition to all other obligations imposed upon the id DEVELOPER under this AGREEMENT, the DEVELOPER shall be responsible for the payment of all of the following: a. The DEVELOPER shall pay to the DISTRICT all, or any portion, of the connection fees for the PROPERTY at the time of application for water and sewer service therefor. The DISTRICT will provide water and sewer service only to those specific subdivision lots within the PROPERTY for which payment in full has been made to the DISTRICT. b. The DEVELOPER shall be solely responsible for the payment of all costs, fees, and expenses associated with the construction, inspection, operation, maintenance, repair, and relocation of the PROJECT, including all costs, fees, and expenses incurred for the environmental analysis, engineering, and design of the PROJECT. C. The DEVELOPER shall comply with all rules, regulations, resolutions, and ordinances of the DISTRICT that are currently in place or may n %Of hereafter be adopted, and shall pay when due any and all fees, deposits, charges, rates, fines, penalties, taxes, and/or assessments that may be levied by the DISTRICT. d. The DEVELOPER hereby consents, and waives any objection, to the exercise of any and all collection remedies that are available to the DISTRICT under the law upon the PROPERTY and/or the person and/or property of DEVELOPER and its shareholders and partners. Section 4. SECURITY. a. The DEVELOPER shall provide performance, completion, and/or payment bonds for the PROJECT in the minimum amount of not less than 100 percent of the estimated construction costs containing covenants which are acceptable to the DISTRICT and the City of Highland. b. The DEVELOPER shall provide a maintenance bond for the *4✓ PROJECT in the amount of 100 percent of the construction cost, which shall contain covenants which are satisfactory to the DISTRICT. Such bond shall remain in force for at least twelve (12) months from the date of acceptance by the DISTRICT of the dedication of said facilities. C. The DEVELOPER shall also procure and maintain during the performance of this AGREEMENT such policies of insurance, bonds from an acceptable surety, cash deposits, escrow accounts, letters of credit, and other forms of security, in amounts and upon terms deemed sufficient by the DISTRICT in its sole discretion to protect the DISTRICT from any and all exposure to loss and/or liability. Section 5. COSTS FOR OVERSIZING. Pursuant to Section 1.c. of this AGREEMENT, the DISTRICT agrees to pay to the DEVELOPER the incremental cost of oversizing any PROJECT facilities greater than twelve inches (12") in diameter for water distribution pipelines and ten inches (10") in diameter for sewage collection pipes. The DISTRICT shall determine the amount 5 V TOW %W of the incremental cost of oversizing and the method of payment in the exercise of its sole discretion prior to its acceptance of the PROJECT facilities. Section 6. DEDICATION OF FACILITIES. a. The DEVELOPER shall, upon completion of the construction of all facilities to be installed hereunder to the satisfaction of the DISTRICT, dedicate said facilities to the DISTRICT by a deed of dedication or such other instrument as the DISTRICT may prescribe, and the DISTRICT agrees to accept the dedication thereof by formal action of its Board of Directors. Thereafter, such dedicated facilities shall become and be operated and maintained by the DISTRICT as part of the DISTRICT's water and sewer system. The DISTRICT shall not accept dedication of said water or sewer facilities until all connection fees have been paid unless otherwise allowed under Section 3.a. herein. b. The DEVELOPER hereby grants the DISTRICT full access to the PROPERTY for the purpose of installing, operating, inspecting, maintaining, and repairing all meters, valves, and other appurtenances necessary for the DISTRICT to record, regulate, and control the amount of water pumped therefrom. Section 7. SERVICE RESTRICTIONS. Any obligation on the part of the DISTRICT to supply water to the PROPERTY pursuant to the terms of this AGREEMENT shall be excused in the event that the performance thereof is interrupted for any of the following reasons: riots, wars, sabotage, civil disturbances, insurrection, explosion, court order, natural disasters such as floods, earthquakes, landslides, and fires, and other labor disturbances and other catastrophic events which are beyond the reasonable control of the DISTRICT. Notwithstanding any other provision to the contrary, the DISTRICT may suspend or refuse water service to the PROPERTY if the DEVELOPER is in breach, default, or violation of this AGREEMENT or any rule, regulation, resolution, and/or ordinance of the DISTRICT that is currently in place or may hereafter be adopted, or if such service would adversely affect the health, safety, or welfare of 0 %moo the DISTRICT's customers, or for any other reason deemed paramount by the DISTRICT in its sole discretion. Section 8. NO REPRESENTATIONS, WARRANTIES, OR CLAIM OF WATER RIGHTS. The DISTRICT makes no express or implied representations or warranties concerning the quality, pressure, or temperature of any water delivered pursuant to the terms of this AGREEMENT, or the manner in which the water is provided, or its fitness for any particular purpose, and the DISTRICT shall not be held liable for any losses incurred or damages sustained as a direct or indirect result thereof, nor shall the DISTRICT be held liable for any losses incurred or damages sustained after the water furnished hereunder is transferred to the PROJECT facilities. Any water conveyed by the DISTRICT under this AGREEMENT shall not serve as the basis of, or otherwise support, any water rights claim that may be asserted by the DEVELOPER. Section 9. LIABILITY FOR DAMAGES. The DISTRICT shall not be held liable or v/ responsible for any debts or claims that may arise from the operation of this AGREEMENT, or for any damage claims for injury to persons, including the DEVELOPER and/or its officers, directors, shareholders, guests, invitees, trespassers, agents, contractors, consultants, and employees, or for property damage, from any cause arising out of or in any way related to the PROPERTY, the PROJECT, and/or the DEVELOPER's obligations hereunder. Section 10. RELEASE. The DEVELOPER hereby expressly waives and releases the DISTRICT and its agents, officers, directors, and employees from any and all liability for the claims, actions, and/or losses set forth in Section 9 above and for any costs and expenses incurred in connection therewith. The DEVELOPER, notwithstanding the provisions of California Civil Code § 1542, which provides as follows: "A general release does not extend to claims which the creditor did not know or suspect to exist in his or her favor at the time of the executed release which if known by him or her must have materially affected his or her settlement with the debtor." v expressly waives and relinquishes all rights and benefits afforded to the DEVELOPER thereunder and under any and all similar laws of any state or territory of the United States with respect to the claims, actions, and/or losses referenced above. This AGREEMENT shall act as a release of any claims that may arise from the aforementioned whether such claims are currently known or unknown. The DEVELOPER understands and acknowledges the significance and consequences such specific waiver of Civil Code § 1542 and hereby assumes full responsibility for any injuries, damages, losses, or liability that may result from the claims identified above. This AGREEMENT shall also act as a release of any claims, actions, and/or losses set forth in Section 9 above, that may arise in the future whether such claims are currently foreseen or unforeseen. Section 11. HOLD HARMLESS. Excepting the sole or active negligence or willful misconduct of the DISTRICT, the DEVELOPER shall indemnify and hold the DISTRICT and its officers, directors, agents, and employees harmless from and against all claims and liabilities W of any kind arising out of, in connection with, or resulting from, any and all acts or omissions on the part of the DEVELOPER and/or its officers, directors, shareholders, partners, assignees, guests, invitees, trespassers, agents, contractors, consultants, and employees in connection with the PROPERTY, the PROJECT, and the performance of their obligations under this AGREEMENT, including design defects, even if occurring after the completion of the PROJECT, and defend the DISTRICT and its officers, directors, agents, and employees from any suits or actions at law or in equity for damages, and pay all court costs and counsel fees in connection therewith. In addition, the DEVELOPER agrees to defend, indemnify, and hold the DISTRICT harmless from and against all claims, losses, liabilities, damages, demands, actions, judgments, causes of action, assessments, penalties, costs, expenses (including, without limitation, the reasonable fees and disbursements of legal counsel, expert witnesses, and accountants), and all foreseeable and unforeseeable consequential damages which might arise or be asserted against the DISTRICT and/or the DEVELOPER with regard to the PROPERTY and/or the PROJECT which are alleged and/or determined to be tortious, and/or in violation of El W +r✓ present and future federal, state, and local laws (whether under common law, statute, rule, regulation, or otherwise), including, but not limited to, the California Environmental Quality Act, Public Resources Code Section 21000 et seq., and the Guidelines adopted thereunder, California Code of Regulations Section 15000 et seq., all as the same may be amended from time to time. Section 12. NOTICES. Any notice, tender, or delivery to be given hereunder by either party to the other shall be effected by personal delivery in writing or by registered or certified mail, postage prepaid, return receipt requested, and shall be deemed communicated as of mailing or in the case of personal delivery, as of actual receipt. Mailed notices shall be addressed as set forth below, but each party may change its address by written notice in accordance with this section. If to the DISTRICT: East Valley Water District P.O. Box 3427 1155 Del Rosa Avenue San Bernardino, CA 92413 Attn: General Manager Emmanuel John Damoulakis 11720 Adenmoor Avenue Downey, CA 90241 Section 13. DISPUTES. Any dispute or controversy arising out of, under, or in connection with, or in relation to this AGREEMENT, and any amendments thereto, or the breach thereof, which is not resolved informally by prior mutual agreement of the parties hereto, shall be submitted to arbitration in accordance with the California Arbitration Act, Sections 1280 through 1294.2 of the Code of Civil Procedure. The cost of such arbitration shall be paid by the parties equally; however, the prevailing party in the arbitration shall be entitled to reimbursement of its attorneys fees and other costs incurred in connection therewith. Section 14. ATTORNEYS FEES. If a dispute arises which cannot be resolved by arbitration, regarding the breach or enforcement of the provisions of this AGREEMENT, the prevailing party therein shall be entitled to recover all attorneys fees and other costs actually %we incurred in connection with reaching a resolution of the dispute whether or not an action, claim, or lawsuit is filed. In any action brought, the entitlement to recover attorneys fees and costs will be considered an element of costs and not of damages. Section 15. INUREMENT. This AGREEMENT and all provisions hereof shall be jointly and severally binding upon, and inure to the benefit of, the parties hereto, their respective heirs, successors, legal representatives, and assigns, and each of the shareholders and partners of the DEVELOPER in their individual, separate, and/or other capacities. Section 16. ASSIGNMENT. This AGREEMENT may not be assigned to any individual or entity without the written consent of the parties hereto. Section 17. INTEGRATION AND AMENDMENT. This AGREEMENT constitutes the entire understanding of the parties hereto with respect to the subject matter hereof and supersedes any and all prior agreements, whether oral or written, between the parties in connection therewith. This AGREEMENT may not be amended unless in writing and signed by the parties ii hereto. Section 18. CAPTIONS. The captions of sections and subsections of this AGREEMENT are for reference only and are not to be construed in any way as a part of this AGREEMENT. Section 19. INTERPRETATION AND ENFORCEMENT. This AGREEMENT shall not be construed against the party preparing it, but shall be construed as if both parties jointly prepared this AGREEMENT and any uncertainty or ambiguity contained herein shall not be interpreted against any one party. Failure by either party to enforce any provision of this AGREEMENT, or any waiver thereof by such party, shall not constitute a waiver of said party's right to enforce subsequent violations of the same or any other terms or conditions herein. This AGREEMENT shall be enforced and governed by and under the laws of the State of California, and venue for any action brought to interpret and/or enforce any provision of this AGREEMENT shall be in a state or federal court located in the State of California that would generally have in rem jurisdiction over the PROPERTY. 10 U Can CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT State of California County of��� On per I ss. 0 CHCOOn¶M s 1463WS NOTARY COUNTY COMM. EXP. JAN. 20, 2008 ❑ personally known to me ❑ proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument. WITNESS my hand and official seal. 9ynalun .1 f maty Pubfu: OPTIONAL Though the information below is not required bylaw, it may prove valuable to persons relying on the document and could prevent fraudulent removal and reattachment of this form to another document. Description of Attached Document Title or Type of Document: Document Date: Signer(s) Other Than Named Above: Capacity(ies) Claimed by Signer Signer's Name: Individual Corporate Officer — Title(s): _ Partner — ❑Limited 01 General Attorney -in -Fact Trustee Guardian or Conservator Other: Signer Is Number of Pages: Top of mumb here 'i, 31 41939 Nay onal Noury A,.00 ux, 5330 De Boo Ave_ PA Box 24N - Cnalsw M CA 91313-2402 m w naaonalnoot org V Pmd Na 5907 aeordar Call Toll Frae 1 600-67666]] Section 20. SEVERABILITY. If any portion of this AGREEMENT is declared by a court v of competent jurisdiction to be illegal, invalid, or unenforceable, the remaining provisions of this AGREEMENT shall continue in full force and effect. Section 21. TIME OF THE ESSENCE. Time is of the essence in this AGREEMENT, and the parties hereto agree to proceed in good faith, with due diligence, to complete all covenants and conditions set forth herein and to perform such further acts as is reasonably necessary to effectuate the purpose of this AGREEMENT. Section 22. AUTHORITY. Each individual executing this AGREEMENT on behalf of a party hereto represents and warrants that he or she is fully and duly authorized and empowered to so execute on behalf of such party, and that this AGREEMENT is binding in the manner set forth in Section 15 hereof. IN WITNESS WHEREOF, the parties hereto have caused this AGREEMENT to be executed by their respective officers as of the date first above written. DISTRICT: By. East Valley Water District President, Board of Directors ATTEST: Secretary By: DEVELOPER ATTEST: L Notary Public � C=NADAILAS;Q NRNIA• LNTY OC2W8-+ 11 '1✓ VNW w EXHIBIT "A" [Tentative Tract Map for the PROPERTY] 12 CERTIFICATE OF LIEN NOVEMBER 9, 2004 V v 23. 1231171-08 $132.65 24. 1320223-00 $38.16 Page 1 of 2 ACCOUNT OWNERS PROPERTY AMOUNT NUMBER NAME ADDRESS OWED 1. 0010036-04* $22.49 2. 0010062-09* $73.40 3. 0040081-02* $17.06A 4. 0082653-01* $124.85 5. 0240036-00* $18.08 6. 0250459-02* pp $55.94/1 7. 0310172-02* $87.560 8. 0330112-02 $264.51 9. 0360050-08* $192.58 10. 041073404+ $30.83 11. 0411483-02 $61.12 %Af 12. 0510114-02 $28.61 13. 0520149-01* $102.79 14. 0720002-04 $76.66 15. 0720002-04* $82.26 16. 0720004-00 $36.28 17. 0730162-02* $86.06 18. 0742370-01 $29.46 19. 0820234-01 $38.36 20. 0930055-01 $63.62 21. 1010080-00 $112.09 22. 1110145-03 $70.41 v 23. 1231171-08 $132.65 24. 1320223-00 $38.16 Page 1 of 2 u 25. 1520084-02 $69.41 26. 1550644-10* $60.80 TOTAL „/, $1,976.04 * STILL OWNS PROPERTY + MULTIPLE UNITS Page 2 of 2 East Valley VLO D Water District Board Memorandum From: Brian W. Tompkins / Chief Financial Of5cer Subject: Disbursements. Recommendation: Approve the attached list of accounts payable checks and payroll issued during the period October 12, 2004 through November 3, 2004. Background: Date: NOV. 9, 2004 Accounts payable checks are shown on the attached listing and include numbers 199113 to 199436 for A total of $2,015,553.17. The source of funds for this amount is as follows: Construction Fund —Loan Unrestricted Funds $2,015,553.72 Payroll disbursed was for the period ended October 15, 2004 and October 29, 2004 included checks and direct deposits, Totaling $95,539.96 and $94,109.28. Grand Total $189,649.24. Director payroll disbursed was for the period ended October 1, 2004 included checks and direct deposits, Totaling $3,973.07. Total disbursements- $2,209,176.03. '11111111/ ' E E cZ 0 0 0 0 0 0 0 o O O G O O O O O c0i � a mo 0 M >On! V N d3 0 0 0 G O O L Q O q a F O O m m o a�U G ' E E cZ 0 0 0 0 0 0 0 o O O G O O O O O M m M >On! 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aa. z z apa U a a p A Y Ye,-�¢Y'� Y ,:�-�f}YY ,�`j�YY U Q Q Z W p N S Z F- ~ Go 02 OL 02 OQ m m Ow �" y N � � d- off' 00 ar oom o ow a e e e v a e e a < a v e e e e e e a Y O O O O O O O O O O O O O O O O O O O m M m n n M Y � ro Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Vi- U U U U U U U U U U U U U U U U U U U s N N N N N N N N N N N N N m M m m te�1 M m m m m m m m m m N m m m m N e e e e e v U z y O O T — O O O) O> A N o m o rn p�IO It E m o 0 0 0 0 0 O O G C O O N~ C O 4 R n m 0 N 0 N ig O O o u QQ O O e e fD fD N mM g N M N N N O N sa r n n r o0 QyO, c o f av a v z z 2 o z o Q < o H �2 >> W 7 U y y y 0 O O O O O O O O O O O O O O O O O O O > > > > > > > > > > > > > > > > > > > r W M o r W W m m n m N m y W n W `u c` rn m m o C 2 o rn m W m W n r r n n r n N c'f GD � � W W W 0 oG a 0 A o pap o 0' 0 0 6 Lh qaq g �A g uS uo5 J� �A L6 6 F 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Z � to K Q O a Q Q D W y Z Z W } y>-7 w w w w w w 0 0 = 3 p a x Ca O O O O O O O K U O p x f ¢ Y S 2 S S x 2 w U w U U U U U U d U U CD y ~ O U p < - - - - LL IL y LL LL O y J � W Z m a m U U U U U U O O O w p p w co E a a a a a aa. z z apa U a a p A Y Ye,-�¢Y'� Y ,:�-�f}YY ,�`j�YY U Q Q Z W p N S Z F- ~ Go 02 OL 02 OQ m m Ow �" y N � � d- off' 00 ar oom o ow a e e e v a e e a < a v e e e e e e a Y O O O O O O O O O O O O O O O O O O O m M m n n M Y � ro Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Vi- U U U U U U U U U U U U U U U U U U U s N N N N N N N N N N N N N m M m m te�1 M m m m m m m m m m N m m m m N e e e e e v U z y O O T — O O O) O> A N 0 m O N E E O Z f 9 N O O O O O q 100000 a ric0000 c ul Q O N � �c000mo O m U S a m 3 W m 0 C 2> m N i ®�— Association of California Water Agencies Le clef-shi.P Advocacy Iny"Oniiation Since 1910 September 13, 2004 Mr. Robert E. Martin RECEgM �(� East Valley WD PO Box 3427 SEP 17 ZU04 San Bernardino, CA 92413 East Valley Water District Dear Mr. Martin: Subject: Financial Contribution for Special District Public Education Program On August 20, 2004, your agency received a letter signed by the Association of California Water Agencies (ACWA) and the California Special Districts Association (CSDA) regarding Special District Public Education Program being jointly sponsored by both ACWA and the CSDA. This follow up letter is in direct response to members who wanted more specific information about the program and how they can support it. The Boards of Directors of ACWA and the CSDA believe that the Special District Public Education Program must move forward to educate and inform policy makers, legislators, the - media and the public about the role of special districts and the work they do to improve the quality of life for Californians. However, the program cannot be implemented unless we receive %W adequate financial assistance from your agency and other special districts in California. Among the most important features of the Special District Public Education Program is the plan to conduct a statewide public opinion poll to better access public attitudes towards special districts. The funding we are requesting will allow us to develop more effective messages to better reach legislators, opinion leaders and the media. All materials and follow up programs will be derived from this research No statewide poll has ever been conducted on the topic of special districts. Other components of the program include media, community and legislative outreach and member training. Many members have requested a specific invoice to help them better process our request for contributions. If you have not already processed your contribution for this program, please use the enclosed contribution invoice. The total budget for the program is $150,000. Now is the time for your agency to take a proactive role in helping ACWA and the CSDA to shape the image of special districts. We appreciate your support. For more information contact Jennifer Persike, Director of Strategic Coordination and Public Affairs or Brad Sherwood, Communications Specialist at 916.441.4545. Sincerely, Steve Hall ACWA Executive Director Association of California Water Agencies 910 K Street, Suite 100, Sacramento, California 95814-3577 916/441.4545 FAX 916/325-4249 Hall of the States 400 N. Capitol St., N.W., Suite 357 South, Washington, D.C. 20001-1512 202/434.4760 ...s 202/43-1-4763 www,acwanet.com 'J CJ %W Association of California _Water Agencies Leadership Sia 1910 Advocacy Information September 13, 2004 Mr. Robert E. Martin East Valley WD PO Box 3427 San Bernardino, CA 92413 STATEMENT MAKE CHECKS PAYABLE TO: 2004 Special District Public Education Program Contribution 910 K Street, Suite 100 Sacramento, CA 95814 2004 Special District Public Education Program Suggested Support Payment $1,000.00 With your financial support, the Special District Public Education Program can move forward in an effort to educate and inform policy makers, legislators, the media and the public about the role of special districts and the work they do to improve the quality of life for California families. Capitol Improvements: Elevating the Status of Special Districts The California Association of Special Districts and Association of California Water Agencies are sponsoring an unprecedented education effort designed to elevate the understanding and political standing of special districts throughout California. It's clear from the recent budget debate and recent legislation that special districts are the least -understood form of local government, and that many members of the Legislature are unaware of the scope and quality of essential services provided by special districts. The Capitol Improvements program includes: • A comprehensive polling and research effort by leading pollster Charlton Research to determine public awareness and attitudes surrounding local government services to enable us to best define and explain special districts to generate the greatest amount of public support. • A media outreach program, at the statewide and local levels, to raise the familiarity of special district services (that community members may not realize are provide by districts) in a way that produces constituent support and affects the creation of public policy. • Informational training presentations at local meetings and events that offer district directors and staff advice on how to communicate essential messages with the maximum effect to legislators, the media and the public. • A team of top consultants who will create a series of new messages, develop extensive background materials, place news and feature articles about special districts, arrange meetings with editorial boards to increase awareness of special district concerns, and produce opinion articles for placement throughout the state. • The creation of collateral materials, including talking points and fact sheets, which will be available through CSDA and ACWA for use by local agencies. ACWA and CSDA are using the communications team of Kevin Eckery, a former communications director for Gov. Pete Wilson who is now a private consultant, and Ken Smith of KDS Communications, who has provided top-flight public relations services to associations and corporations in Sacramento for a dozen years. The Capitol Improvements program is a direct result of requests from both CSDA and ACWA members for several years. It has been enthusiastically endorsed by the boards of both organizations and is funded by member contributions. ACWA and CSDA have set an initial fund raising target of S 150,000 to support the program well into the 2005 legislative session. VAO NW ASSETS East Valley Water District Balance Sheet - Unaudited September 30, 2004 UTILITY PLANT - at cost.- Utility ost:Utility plant in service - water department $84,543,088 Utility plant in service - sewer department 22,276,277 106,819,365 Less: Accumulated depreciation (32,697,566) 74,121,799 Construction in progress 3,962,661 Land held for resale 12, aa+b 1,904,686 79,989,146 RESTRICTED ASSETS: Water department - bond funds - cash in bank 6,475 Unspent proceeds / Installment Pmts - cash in bank 11,295,538 Board designations - cash in bank 2,186,450 LM 11,475,977 OTHER ASSETS AND DEFERRED COSTS (Net of Amortization): Bond discount and incidental bond expenses 20,438 Deferred financing charges 356,907 377,345 TOTAL ASSETS $105,330,932 111111111110 13,488,463 CURRENT ASSETS: Cash and Investments 21,948,344 Less: Restricted Cash and Investments 13,488,463 8,459,881 Accounts receivable (net of allowance) 1,481,281 Other receivables (net of allowance) 56,701 Inventory 833,155 Prepaid expenses _ _ 644,960 11,475,977 OTHER ASSETS AND DEFERRED COSTS (Net of Amortization): Bond discount and incidental bond expenses 20,438 Deferred financing charges 356,907 377,345 TOTAL ASSETS $105,330,932 111111111110 %W LJ East Valley Water District Balance Sheet - Unaudited September 30, 2004 LIABILITIES AND EQUITY Certificates of Participation due after one year $11,292,808 Installment Purchase Agreement 10,000,000 Less: Deferred amount on refunding of COPs (618,954) 20,673,854 CURRENT LIABILITIES: Accounts Payable 1,607,065 Accrued payroll and benefits 438,560 Customer service deposits 1,291,543 Deferred Rental Income 2,500 Accrued interest payable 6,475 Deposits - refundable 286,150 Certificates of Participation due within one year 2,666,118 6,298,411 TOTAL LIABILITIES 26,972,265 EQUITY: Contributed capital: Invested in utility plant 29,028,411 Other contributed capital 3,695,064 Retained earnings: Reserved for water bond funds 6,475 Reserved for emergencies 2,170,000 Reserved for unemployment insurance 16,450 Unreserved 41,519,146 Net Income for current year 1,923,121 TOTAL EQUITY 78,358,667 TOTAL LIABILITIES AND EQUITY $105,330,932 1,;j KY,� n Am N m N n m M µ S m N m O m A M Nm�m�N NIpON� MAOm MO nO�Ammmm VO) Mp1d0) d n m O r a° M Nw d O d m m N p1 mapmmm mmma0f t`]N-m �im %+, N w 0 d N O d m OiOM��`n--'�1+1�N e'.r...d..�dN 9 LO i9 Ali u ,; HN w O to N ac�`r 00 O O pp 0 0 0 0 0 00 mm00 Opp 00000 O O O O O ss.. 00 O O O O m N 0 m 0 O m N mm NNOm oss.0om m� m.-M0a Ad NMOd10 O (� O mN dm'tmpmthnmMONN O0 N T r M Val OA N N �p m N m rm M N�pM mM nN Nim nAONnO AMOm n N r O10 a (p [,''i' m m m m m d N n A 0 na N f+l NV �d0�md00� d0l ipmm mpyl011e M M tp r� �mp V W O m m mp ml rmn�NM mM Nom A pp fG ci j Od O 0— Nr— M N m A eq M '- 1n at C � �C� M r {� O NM NO O m N � A m m m O A n O M n mm ap�tpN OONOV mf�O�m�-O m On mNmWOO mM Nmpppp OM mm ml�fDMTmthm�A mOp � N n O 1(f O T I� OI Qi � xlrvi N 1[I N N N m r .d..r � n N O N xOI yd,1W C !? 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MO J V W oO oo)r oo Q T P7 NfV .-N C6Ul) twu V'r fp M� � N a Z_ O J M_ N co co O It N N co W 00 U Z co Ul W o K LU LU LL LL Z O U 9 C7 Z v�vv�r v� WF do�000dao� H w o v o rn o o o rn Q W'o'o 0 LL n LL r- i- r o 0 0 co 0 N ti m 0 Z O�� LL W ZOO Z 2 j °--T EAST VALLEY WATER DISTRICT DIRECTOR'S FEES AND EXPENSE REPORT DIRECTOR: Don Goodin MONTH OF: October, 2004 T%ward Meetings: Conferences and Other Meetinas Date: 5 Organization PA 611 Description Education Date: 6 Organization WRI Description Quarterly Breakfast Meeting Date: 12 Organization PA 611 Description Education Date: 13 Organization EVWD Description District Tour Date: 18 Organization Special Districts Description Monthly Meeting Date: 19 Organization PA 611 Description Education Date: -26-29 Organization EVWD Description Perchlorate Conference Date: Organization Description Date: Organization Description Date: Organization Description V Date: Organization Description Date: Organization Description Date: Organization Description Date: Organization Description Date: Organization Description Personal Auto: TOTAL # OF MEETINGS 10 @125.00 each_ $ 1250.00 Miles x .375 per mile_ Parking Fees $ Total Lodgings, Meals & Other: (Details on Back) $ 48.00 Date of Board Approval November 9, 2004 Total Director's Expenses Total Director's Meetings & Expenses $ 1298.00 Less any Advance Payments $ TOTAL DUE DIRECTOR _odginps: (Receipts attached) Date: 5 Function Attended WRI Breakfast $ 15.00 Date: 18 Function Attended Special Districts $ 33.00 Date: Function Attended $ Date: Function Attended $ Date: Function Attended $ Date: Function Attended $ Date: Function Attended $ Date: Function Attended $ Date: Function Attended $ Date: Function Attended $ SUB TOTAL $ 48.00 Meals: (Receipts attached) Date: Function Attended $ Date: Function Attended $ Date: Function Attended $ Date: Function Attended $ Date: Function Attended $ Date: Function Attended $ Date: Function Attended $ Date: Function Attended $ Date: Function Attended $ Date: Function Attended $ Other: (Receipts attached) Date: Function Attended Date: Function Attended SUB TOTAL $ Date: Function Attended $ SUBTOTAL $ ri TOTAL LODGINGS, MEALS AND OTHER (Enter this total on the front of form) EAST VALLEY WATER DISTRICT DIRECTOR'S FEES AND EXPENSE REPORT DIRECTOR: _�n� MONTH OF: & ward Meetings: 10.1-12- Conferences n 12 Conferences and Other Meetings Date: � -organization S B 1/.,%1 VJ t> Description d4 CLt*2, Date: Organization ,,C41wb _ _ Description -Z)Atl ,' '100mmce Date: Organization Description Date: Organization Description Date: Organization Description Date: Organization Description Date: Organization Description Date: Organization Description Date: Organization Description Date: Organization Description Date: Organization Description Date: Organization Description Date: Organization Description Date: Organization Description Date: Organization Description TOTAL # OF MEETINGS �_ @125.00 each_ ab Personal Auto: Miles x .365 per mile_ $ 7-2,27 Parking Fees $ 310106 Total Lodgings, Meals & Other: (Details on Back) $ Z_ signed Date of Board Approval Total Director's Expenses $­.2LI— Total Director's Meetings & Expenses $ r3 %.21 Less any Advance Payments $ TOTAL DUE DIRECTOR $.�! - 2/ j,,,�ECTOR: Sturgeon Board Meetings: 12 & 27 EAST VALLEY WATER DISTRICT DIRECTOR'S FEES AND EXPENSE REPORT Conferences and Other Meetings MONTH OF: October 2004 Date: --6 Organization WEF Description Groundwater. Tour date: 6 Organization SBVMWD Description Board Meeting Date: 7 Organization SBVC Description speech Class Date: 13 Organization EVWD Description District Tour 14 Organization= SBVC Description Speech Class 20 -t D Check Si nin Date: _ ;'.Organization Description 4 4/Conf. Prep. Date: -21 wDlpiFldr; satr;ti "s^' __ Description Speech Class ". _ Date: s' �)r _� :. _. _...._ ,ganira!ior?. "' es _riptibh' �o�i ereAce Preparation • Date:_ i)rga:;;![r nor' _ Description Coneence Preparation nates. EVWD r nacenntkin Conference Date: 27 Organization EVWD Description conference Date: 27 Organization IEFE Description Facilities Show Date: 28 Organization IEFE Description Facilities Show Date: 28Organization EvwD Description Conference Date: 29 Organization EVWD Description Conference TOTAL # OF MEETINGS 10 @125.00 each_ $ 1,250.00 Personal Auto: Miles x .375 per mile_ Parking Fees $ Fuel for 09/29 38.69 Total Lodgings. Meals & Other: (Details on Back) Fuel for 10/28 $ 54.84 SBVC Class Fee 24.00 Total Director's Expenses $====1l 7 .5 3 %0 Signed Date of Board Approval 11/09/2004 Total Directors Meetings & Expenses $ 1, 367.53 Less any Advance Payments $ TOTAL_ DUE DIRECTOR $_1, 167.53 EAST VALLEY WATER DISTRICT DIRECTOR'S FEES AND EXPENSE REPORT DIRECTOR: r) j/_ e),K I MONTH OF: *4,,,,ard Meetings: JoIAZ Conferences and Other Meetings Date: o L _Organization Description 09.TD 14 4 , Date: LG, 7S Organization H ew n Description 7-e, iz Date: /v %j' Organization os A w P A Description LJ Date: i%_Organization Description Date: Description Gy"c— Description Description Date: Organization Description Date: Organization Description_ Date: Organization Description Date: Organization Description Date: Organization Description Personal Auto: TOTAL # OF MEETINGS _ !2_ _ @125.00 each` $ ii2s' Miles x .36 per mile,_ $ Parking Fees Total Lodgings, Meals & Other: (Details on Back) $ T - Signed Date of Board Approval Owec1.15 Fees a,d Ex091st Recon 2001 Total Director's Expenses $ Total Director's Meetings & Expenses $ I /2 S Less any Advance Payments $ TOTAL DUE DIRECTOR S NOV-07-2004 04:10 PM NEGRETE. GENERRL. CONTRPCT 909 883 7684 P.01 EAST VALLEY WATER DISTRICT DIRECT R'S FEES AND EXPENSE REPORT DIRECTO- G ��( r {�. {� MONTH OF: G C) Board Mac 'law Conferenc: I Other Meetings t n /,. Date:_ ,`Organization. i�. 0, Description_ /�''cn Date:_ 7 -Organization -j! 1) � W. n Description_ Date:._ Organization Description_ Date: // Or anization 1 ._ 1� 9 r.�� �, Description_ Date:__—Organization&l) Description_ ,_C /VlI�KG2 Date:_ _____Organization__ _^ Description Date:_ __Organization Description_ Date:_ Organization__ _-- Description Date:_ OrganizationDescription Date: -.,Organization Description Date:__. ,Organization _ Description %W Date:_ _Organization Description_ Date:_ Organization_ Description_ Date:_ _Organization__ Description_ Date:_ __OrganizationDescription_ -Tm TOTAL # OF MEETINGS _(� @ 125.00 each $ :7 So Personal Ai.. Miles x .365 _ per mile— $ Parking Fees_ $ Total Lodgir .reals & Other: (Details on Back) $ Total Director's Expenses $ 6,6 C irector's Meetings & Expenses $--750 Signed % j Less any Advance Payments$� :,c Date of Bor. )roval TOTAL DUE DIRECTOR _ $ r SAN BERNARDINO AREA CHAMBER OF 7�/ 546 W. 6TH ST. • P.O. BOX 658 • SAN BERNARDINO, CA 92402 • (909) 885-7515 • I *kwo' sba.chamber®verizon.net www.sbachamber.org OFFICIAL BALLOT SAN BERNARDINO AREA CHAMBER OF COMMERCE BOARD OF DIRECTORS The By-laws of the San Bernardino Area Chamber of Commerce require the election of seven persons to the Board of Directors each year. A nomination committee was appointed, met and prepared a slate of seven proposed directors. The following persons, in alphabetical order, were recommended by the nomination committee for election to be members of the 2005 Board of Directors: Jack Avakian Sharon Blechinger Jim Deskus Drew Gagner Duke Hill Ed Ridder Evlyn Wilcox BALLOTS MUST BE RETURNED TO THE SAN BERNARDINO AREA CHAMBER OF COMMERCE BY NOVEMBER 15, 2004, OTHERWISE THEY BECOME VOID. Please return to the Chamber in the enclosed envelope. v %W C7� SAN BERNARDINO AREA CHAMBER OF COMMERCE 546 W. 6TH ST. • P.O. BOX 658 • SAN BERNARDINO, CA 92402 • (909) 885-7515 • FAX (909684-9979 sba.chamber@verizon.net www.sbachamber.org OCT 2004 L, ,Na rsr VA0 ,7, 2005 CHAMBER BOARD CANDIDATES The nominating committee has selected seven candidates to serve three-year terms replacing those board members whose terms expire in December 2004. Each candidate must be an active chamber member in good standing and agree to accept the responsibilities of directorship. The nominees for election by the general membership are: Jack Avakian, Retired Sharon Blechinger, Mexico Cafe Jim Deskus, Radisson Drew Gagner, St. Bernardine Medical Foundation Duke Hill, Arrowhead Executive Suites Ed Ridder, Northrop Grumman Evlyn Wilcox, Manpower Staffing Services The above names will appear on the ballot along with additional candidate's names who may be nominated by petitions bearing t«e genuine signatures of at least 20 qualified chamber members. The petitions must be filed with the nominating committee within fifteen (15) days after the notice of those nominated has been given. The ballots will be mailed to the general membership during the fourth week of October. All newly elected and appointed directors will be installed at the Annual Installation Dinner in January. RELEASES OF LIEN N10 NOVEMBER 4, 2004 TOTAL +PAID THROUGH TAX ROLLS Page 1 of 1 ('^7f $1,557.32 ACCOUNT OWNERS PROPERTY AMOUNT NUMBER NAME ADDRESS OWED 1. 0210158-02 $176.69 2. 0350043-01 $ 59.93 3. 0730173-02 $ 55.05 4. 0810002-01 $ 208.10 5. 0820141-01 $ 36.30 6. 0820237-00 $ 406.04 7. 0920196-03 $119.29 8. 0920205.02 $ 231.33 9. 0940078-00 $ 74.30 10. 1040150-01 $ 86.12 11. 1120154-00 $ 31.48 1. No 1140070-02 $ 72.69 TOTAL +PAID THROUGH TAX ROLLS Page 1 of 1 ('^7f $1,557.32 \r/ EAST VALLEY WATER DISTRICT Water Quality Conference Update Actual Budget to Date Variance Revenues Co -Host - AWWARF 25,000 25,000 Registration Fees (250 paid) 93,750 39,875 (53,875) Booth Rental 3,500 2,800 (700) Sponsorships - Cash 92,500 74,350 (18,150) Expenditures 214,750 142,025 (72,725) Conference Coordinator 90,000 47,396 42,604 Printing and Publications 14,000 5,000 9,000 Printing and Pub - Conf Coord - Postage and mailing 3,500 644 2,856 Promotional Items 7,000 5,096 1,904 Legal 1,000 319 681 Doubletree Morning 10,500 10,500 Lunches 17,500 17,500 Breaks 8,400 8,400 Reception 4,250 4,250 Photographer 1,000 1,000 Audio visual 6,000 6,000 Hotel rooms - Board & Staff 2,000 2,000 Hotel room - Conf Coord 650 650 Planning and Marketing Meals 1,500 1,713 (213) Lodging 5,000 3,450 1,550 Staff Dinners 4,000 765 3,235 Speaker travel and lodging 20,000 946 19,054 Supplies 450 94 356 Consultant - Conf Database 500 630 (130) Credit Card Processing 1,500 135 1,365 EVWD Payroll 16,000 8,342 7,658 214,750 74,530 140,220 Balance - 67,495 a Qa � da aaa � zz� •nx m �,> � � o 0 00 O O O N � O h d u r p m O .. 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O O O O O O O O S S O N a O O O C n O ^ O O O O O O O O O O O O O O O O O O O O O O O O O O D\ V O O O O O O O O 01 0\ Vl N h V1 b N Vl b b b b vt b v1 Vl V1 Vl b h N v1 v1 C y O O O O O O O O O O O O O O O O O O O O C$ g$ g S S S $ o C C C 0 o S o G O O O O O O C C C C G G O C a C G O vj e a e e e e a e e e a e o a e a e e e 9 0 O 0 b 0 N 0 0 b 0 O �n N o Vl 0 v1 0 N 0 v1 r N vl r 0 N 0 h 0 v1 0 O 0 h vl N o O b r b r r r b - - Y v F FFFF FFF 'N° x x x x ii x x x N N x x x F Y Y 1 Y Y Y Y Y Y Y Y 1 Y Y Y Y Y `- 0 0 0 0 o o o O O v u o D o u p°O :? V O N v v O U U V x+ z �` E o o ^ W L• L L' L L L- L' W W a a L- W W WL .7 W u q' ! ,.! § a / / R § m § * & § ) / ; f / - / k � § a B R § m § * & § ) ; f Page 1 of 1 Bob Martin From: "Charles DuClos" <chdul927@msn.com> %Mw To: <RMar in@EastValley.Org> Sent: Wednesday, October 13, 2004 2:43 PM Subject: Thanks for the tour Dear Robert Martin: Thank you for today's wonderful tour you conducted. You made the difficult and detailed subject of our WATER supply interesting, and not just worth -our -while for going, but our realizing that we just do not simply turn on our water faucet and presto we have water. It was truly an education. From us at Mountain Shadows Mobile Home Community who look out our back door and can see the construction, and it's worth at this time, was marvelous to know the facts behind the lengthy construction. I appreciated very much your continental breakfast and the gourmet buffet at noon. Thank -you. Thanks again, U W Chuck DuClos 10/13/2004 4I 1 t t t (I, t l� t t t t t ll� tt� Association of the San Bernardino County Special Districts L09 ,l, November 15, 2004 OCT 2 5 404 i++: I_ Membership Meeting East Valley water AistricfTl Mojave Water Agency is hosting the November membership meeting at the � Gi-reea Tree Iazz in Victorville. 11 The social hour will begin at 6 p.m. with a call to order at 6:45 p.m. A buffet will I1, 4a L be served. 41,11 � tt@es: na,.8aked j' eAlckea i6canyd, dteen salad, pasta salad, I� fiesA fuclt and jeai:Pc bteadeticks $25.00 CTetved wltk i2o ffee, tea. oa milk �e6mtt: p�fpple Ifohhlet V 8peakett: otestet Snow, ODltectoat of me Depaicttneat of WVatet o gpoutces dA& oFutute of tAe Wl�atet Sapp& in alt frvcala •• A RSVP to Gloria Golike by November 5, 2004 Telephone: 760 240-9201 FAX 760 240-2642 Victorville, P.O. Bog 1089, CA 92307 District/Associate Attendees: Entree: Aft IG N Alk 4ft IIr REMINDER: There is a $2 surcharge per person for reservations made after the deadline date and coming to the dinner meeting without having made reservations. You will also be billed for the dinner if cancellation is not received PRIOR toAft l the deadline date. �- All L I� II, �, i.. IL, L iL L II L L r L L II, h I! Ian ��(�'i�,�';rj �.r GREEN TREE INN �^ 14173 Green Tree Blvd Victorville, CA 92392 �L Take I-15 N. toward Barstow/Las Vegas, Take exit W Palmdale Rd. (CA -18) , Turn Left onto Mariposa, Turn right onto 7th St., Turn right onto Green Tree 4ft L Blvd, End at 14173 Green Tree Blvd, L Aft All .' ,Iw►, ��gft i L Lorena tit enaca Rd-, A� S ,ner,•:3 Rd W Sand St M16yay St m ' ' 0 W Sage St g Hughes R LS1 > p~� to r -� PalMda{e Rtl. •_ ,,. blr g ae9t fir,:.: ,,� Q ari€ Ave € Q V% ca or C2 L J 3 N ccifC1391 •• A&ttiltaPa Aft � q All,h 6- manta DI Alk Rd hajamr Rd 1r _„ �, hAft 00krrjantirnf `.,�, f. VAOWe 2004 htapQ�aest .-am Vic,; 1� 204 NA1f1 ECS � AftAft Al t � Ak Aft Aft• A" L L II !y h LL L ILS, L 11, on w California Water Policy Conference { Z ake'Up! Wilshire Grand Hotel Los Angeles, California November 18-19, 2004 W of `V Without water development p-rojects, would there have been the California Dream? Why have so many come to the golden state? Was it to live in the desert of Southern California with its incredible weather? Was it to own a farm that wouldn't be subject to the dust storms and droughts of the mid -West? Was it to find told in the streams and hillsides? Was it to buy a cheap ouse with a green lawn? Was it the allure of surfing in the Pacific Ocean, salmon fishing on the Sacramento, or rafting down our whitewater rivers on a hot sum- mer day? Perhaps just sunning on the shore of Lake Tahoe or viewing the waterfalls of Yosemite? So many people followed these dreams that today we have 35 millionpeople living in a state with a water infrastructure designed for - - million. It's time to Wake Up! The California Dream worked for some but not for all. What is the future of the Dream and how can the best parts of the Dream be advanced in a way that meets the basic interests of all? These and other questions will guide the 14th annual California Water Policy Confer- ence. In its tradition, some of the very best and bnrest from all perspectives in the state will come toge ter to argue, clarify distinguish and advance the potenrial solutions to the problems facing the future of water, and the Dream, in California. Please join us. Who Should Attend? ♦ Decision makers at all levels of government ♦ Land use planners ♦ Representatives from water agencies ♦ Business, Agricultural and environmental leaders ♦ Technical experts ♦ Academics Location The conference will be held at the beautiful Wilshire Grand Hotel in Los Angeles. The four -diamond Wilshire Grand Hotel at 930 Wilshire Blvd is centrally located in the heart of downtown Los Angeles. The hotel is ideally situated just 15 miles from Los Angeles International Airport and 18 miles from Burbank Airport. The reduced group rates for conference attendees are $109 for a Standard Room; $129 for a Deluxe Room and $149 for the Executive Level. All rates are single or double occu- pancy. For reservations call 888-773-288&.and mention that you are attcnding the California Water Policy Con- ference. Or go to www.wilshircrrand.com. Go to the Reserve a Room page and click on the words Group Block. The Group code is CWP1117. The cut-off date for the conference rate is October 27. However, space is limited and attendees are encouraged to make their reservations as soon as possible. special offer: All attendees booking a room at the group rate at the Wilshire Grand during the conference will be entered into a contest to win a free night's lodging at the hotel. The winner will be selected on the final day of the conference and one night's lodging will be credited to the attendee. Plenary Speakers As always, the goal of the conference is to present speakers with a variety of opinions and diverse back- grounds. A perfect example of this goal is the list of our plenary speakers. Steve Macaulay, Executive Director of California Urban Water Agencies (CUWA) will open the conference with California Water: The Dream that Was. Prior to his position with CUWA, Mr, Macaulay served as Chief Deputy Director with the Dept. of Water Resources and as General Manager of the State Water Contractors. He also worked for the State Water Resources Control Board and the Central Valley Regional Water Quality Control Board. We believe Mr. Macaula s diverse background uni uely qualifies him to provide an historic overview of California water and the underlying assumptions of past decisions. Dr. Stephen P. Mumme, Professor of Political Science at Colorado State University, will be our lunch speaker on Thursday. He specializes in comparative environ- mental politics and policy. His published work centers on the U.S.-Mexico border region where he has earned a reputation as a leading scholar on binational water management. He has authored or coauthored various books and monographs. His recent article (with Dr. Ismael Aguilar) entitled: Managing Border Water to the Year 2020: The Challenge of Sustainable Development appears in Binational WaterManagement Planning (2003) and a new article, Advancing Binational Aquifer Management, will soon appear in the Colorado Journal of Environmental Law and Policy. Our dinner speaker on Thursday evening will be environmental historian, geographer and author Dr. Gray Breehln, The subject of Dr. Brechin's presenta- tion will be his 1999 publication, Farewell Promised Land: Waking from the California Drea= a collabo- rative effort with photographer Robert Dawson. Dr. Brechin has offered to sign copies of his book, copies of which will be availablc at the conference. Finally, our closing lunch onTriday, California's Water Future: Keeping the Dream Alive, will feature Dr. Ellen Hanak. Dr. Hanak is a research fellow with the Public Policy Institute of California with a background in agriculture and natural resource management. At the Public Policy Institute of California, she has been analyzing water policy options for the state, and recently ublished a study on the water market entitled: Wh ho ld Be Allowed to Sell Water in California? Her current research focuses on the links between water suppl an 1 or�.he is also a principal investigator for the f nia2025 project, which looks at California's public investment challenges over the coming decades. Thu 9:06 am Welcome and Opening Remarks, Dorothy Green 9:15'am California Water: The Dream that Was Steve Macaulay, Executive Director, " California Urban Water Agencies 10:30 am Response Panel Leslie Friedman Johnson, California Strategies Group Ron Gastelum, President and CEO, MWD of Southern California Martha Guzman, Legislative Advocate, California Rural Legal Assistance Foundation David Richardson, Director, East Bay MUD Steve Robbins, General Manager, Coachella Valley Water District* Noon Improving Institutional Manaaementof Boundary Waters on the U5. -Mexico Border Steve Mumme, Professor, Colorado State University 1:30 pm am Aciricultural Water: Measure Once, Cut Twice? Moderator: Kevin Wolf, Wolf & Associates Ronnie Cohen, NRDC Tom Gohring, California Bay -Delta Authority David Guy, Nonhem California WaterAssociation Chris Kapheim, Alta Irrigation District Steve Robbins, Coachella Valley Water District _ Water Transfers: Who are These Third r -qd"Bill Steele, Bureau of Reclamation, Colorado - okd-Gibler, Public Citizen .-F1P;afHanak, Public Polity Institute of California JeilgICight[ingerlvlWD of Southern California ` Depats 01, Corit}4i. California Senate Ag & Water _.. _ �_�-orrftmttee..-_�- ---- 7. :.�,- - I:Qweralorado - _"_ f_. -. Dt<Luts-,iitidetwOod;Iv� >'Gerald Timmerman, Col( = of C�lffornia _ . I of ern CA Board 9:30.am'.: r s = Urban Water Conservation The Promise and thetimits Moderator: Mary Ann Dickinson, . CA Urban Water Conservation Council Peter Gleick, Pacific Institute* . Bill Jacoby, San Diego County Water Authority Steve Macaulay, California Urban Water Agencies David Mitchell, M Cubed Fran Spivy-Weber, Mono Lake Committee Desalination: Privatizing the Ocean? Moderator. Kevin Wartier, Long Beach Water Department* Joliette Beck, Public Citizen Marc del Piero, Pajaro-Sunny Mesa Water District ` Peter MacLaggan, Poseidon Resources Corporation__ Kent Turner, American Water — Western RegiorC The Environmental Report Card: _ No Eco -System Left Behind Moderator. Kevin Wolf, Wolf & Associates Serge Birk,, Central ValleyWater Project Association Antra Pawley, The Bay Institute Rick Sitts, MWD of Southern California.. -' Kim Taylor, California Bay -Delta Authority j Moderator: Martha GaryWtil$ Pacific _ - �1!f.1ff'i�i�il9i� Slfntrtina Holes in the Bu + t?: _ aflon vSfWater Reuse' Water - x water,ontractors..�-11 _ luralDClfa Water .0_ ct e....Vnir�..te6.�.i....�. -_ 10.:30ain, �uh1: Nater eaul _ Moderator: Lar ` =County of 0;; : - kark Beuhlei-' UP ControktZoarc RecyePedUate Margif i!�lleir: '�- Moderator:Dei Ag & Waters • .- , :.Gary B'oblfer, T _ _j*hn`Cain, NH _`r=TerryErliwine, ;= Dante-Nomellir f^ Water - x water,ontractors..�-11 _ luralDClfa Water .0_ ct e....Vnir�..te6.�.i....�. -_ District Inhnd�oieSISH „ev District X04t Cuk-r P 10 in Of AtIml-len dJL- Qrllikhiy Weiler: T, y and Plug Committee for a Better Al re County of Health, L cut -Health Services* of r nking Water, Services taff, Santa Ana Watershed jcct Authority .. .... Dad Guy, Northern Califotnik,,4-- V stet Association David Nesmith, Environmeintak'Wi - ier Caucus '.Pa*j Parekh, Water Quality Compliance, -A' Dept of Water and Peo "P W 0 Mt W EchO�Ggep 2.. 09r 561D=Wlde Onportunitles Moderator: Tun Worley, MWD of Southern California Tom Cart, Colorado River Section Manager, Arizona Dept of Water Resources Michad Cohen, Pacific Institute rF James Lochhead, Brownstein Hyatt & Flrb&,,-'�. Clayton Palmer, Western Area Power .x Administration TBA 5:00 pm Environmental Adjustment Hour 6:00 pm Dinner and Awards Presentation Farewell, Promised Land For; WAKIna from the California Dream 1 - G4y Brechin,-Historical Geographer and Authorz- 4—� W California tfel-foe Water Bondi? lj, Pracer.Couuty C;lysOgl'reseutattori ;a11fQlcp(a-WatefFattire:keeDlna'-th6 Fellow Nblic P;Iicy- rnh 4'ourn --W" I t am's fn and detailed descriptions about Akshceps, visit our website at: v.�.mwaterpoUeyxrg Nme w' w @ f[� § k \ @ f[� § `W California Municipal Utilities Association 915 L Street Suite 1460 — Sacramento CA 95814 — 916-441-1733 — fax 916-441-4053 November, 2004 TO: Legislative Committee, Heads of Utilities & Elected Officials FROM: Larry Gardner, CMUA President & Lauren Hamlin, Legislative Committee Chairperson SUBJECT: CMUA's Capitol Day — Monday, January 10, 2005 Legislative Briefing, Legislative Visits & President's Reception Legislative Briefing CMUA's Legislative Briefing provides an opportunity for every member utility manager, staff and local elected official to learn from key legislative staff what water and energy issues will be considered in the first year of the two year session (2005/2006 Legislative Session). The briefing will be held at the Hyatt Regency Sacramento (1209 L Street) beginning at 10:30 a.m. through lunch, Monday, January 10, 2005. Legislative Visits & Reception Please schedule appointments to meet with your legislators and their staffs the afternoon `r/ of January 10' and invite them to the President's Reception planned for that evening at the Sheraton Grand Sacramento (1230 J Street) 5:00-6:30 p.m. Because of FPPC regulations, these personal invitations cannot come from CMUA staff. Formal invitations will be mailed in December from the President of the Association to the Legislature. Please keep CMUA informed of who you invite to the reception Monday evening. Agenda Legislative Briefing, Visits and President's Reception Monday —January 10`" 10:30 -Noon Briefing with Legislative Staff on Water & Energy Issues (Hyatt) Noon Lunch (Hyatt) 130-5:00 Capitol Visits 5:00-6:30 Legislative Reception (Sheraton) Register To register for the 2005 Legislative Briefing, Visits & President's Reception please return the following form to CMUA with your registration fee of $90 per person (for briefing, lunch and/or reception). You may also access this information on our web site: www.cmua.oi 1w %00' California Municipal Utilities Association 915 L Street Suite 1460 — Sacramento CA 95814 — 916-441-1733 — fax 916-441-4053 CMUA'S CAPITOL DAY— MONDAY, JANUARY 10, 2005 LEGISLATIVE BRIEFING, LEGISLATIVE VISITS & PRESIDENT'S RECEPTION HYATT REGENCY SACRAMENTO & SHERATON GRAND SACRAMENTO Registration Agenda Legislative Briefing, Visits and President's Reception Monday — January 10th 10:30 -Noon Briefing with Legislative Staff on Water & Energy Issues (Hyatt) Noon Lunch (Hyatt) 1:30-5:00 Capitol Visits 5:00-6:30 Legislative Reception (Sheraton) Please return this form with your registration fee of $90 per person (for briefing, lunch and/or reception) to: California Municipal Utilities Association 915 L Street Suite 1460 Sacramento CA 95814-3705 vrs Questions: Contact Ann Linnekens or Monique Zavalza at CMUA. (Please complete one form per individual) Name (for badge) Title Utility Telephone Fax Email Please keep CMUA informed of who you invite to the Legislative Reception, 5:00-6:30 p.m. at the Sheraton Grand Sacramento (1230 J Street). Please let us know which events you plan to attend (The registration fee is $90 for one or all events): Morning Briefing Lunch Reception CMUA has NOT made arrangements for sleeping rooms. If you require a sleeping room please contact one of the hotels directly: Hyatt Regency Sacramento 916-443-1234 (1209 L Street, 95814) or Sheraton Grand Sacramento 916-447-1700 (1230 J Street, 95814). Transportation to and from the airport can be arranged by contacting Super Shuttle (800-258-3826). Registration information may also be accessed on our web site www.cnma.ors