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Agenda - Agenda Packets - Regular Meeting 7/5/2007
AGENDA REGULAR MEETING OF THE SAN JACINTO CITY COUNCIL JULY 5, 2007, 7:00 p.m. San Jacinto Unified School District Board Room 2045 South San Jacinto Avenue, San Jacinto, California 1. ORGANIZATION 1.1 Call to Order 1.2 Roll Call 1.3 Invocation 1.4 Pledge of Allegiance 1.5 Special Presentations 1.5.1 Introduction of CalFire Chief Duane Chamlee / Battalion Fire Chief 1.5.2 Presentation to Ben Haskell for observing and reporting illegal dumping, which led to the arrest of two men / Public Works Director 2. PUBLIC COMMENTS: Now is the time for the public to address the Council on any subject within the jurisdiction of the City Council not listed on the agenda. A limitation of three (3) minutes shall be set for each person desiring to address the City Council. 2.1 City Manager's Report on previous month's public comments 3. CONSENT CALENDAR The matters listed under Consent Calendar are considered routine and will be enacted by one motion by City Council Members in the form listed. There will be no separate discussion on these items prior to the motion unless members of the City Council, staff or the public requests a specified item be removed and/or discussed. If an item is pulled, it will be heard at the end of number '5. Staff Reports.' 3.1 Warrants at July 5, 2007 / Approve / Finance Director 3.2 Minutes June 20, 2007 / Regular Meeting / Approve / City Clerk 3.3 Minutes June 20, 2007 / Special Meeting / Approve / City Clerk Cal for motion and Vote- . quipment purchaseand'tax exempt leasefinancing of Public.Work Department equipment /Public Works Director ❑ Callon Public Works Director Mike Emberton for the staff report O ;-Call for public comments . Cali for council discussion 0 Call for lotion, and 'yap,' Contract for Auditing Services FY 2006-07 through FY 2010-11 / Approve and authorize city manager to execute agreement and appropriate $4,260 from General Fund Contingency Reserve to pa auditing costs above amount budgeted in. FY 2007-08 / Finance Director ❑ Call on Finance Director Bernie Simon for the staff report �-Call for public comments O,Call for councildiscussion ❑ Calf for motion and vote At the end of the scheduled City Department items, anyone wishing to discussa consent calendar item should come forward upon invitation of the Mayor; state their name, address, and the consent calendar item number pulled. Speakers should limit comments to three (3) minutes. MAYOR / COUNCIL MEMBER REPORTS / DISCUSSIONS. 'CO ors individual- council members for their reports - Recess Regular Meetingat. p-m. Open Redevelopment Agency meeting at Reconvene the Regular Meeting at p m. N TE: Closed Session as ,been cancelled, . CLOSED SESSION 7.1 CONFERENCE WITH REAL PROPERTY NEGOTIATORS Property. Riverside County Assessor Parcel Nos. 437-076-013 and 437 076-01.4: ayor's Agenda; July 5, 2007. Page 6 of 7 City Council Agenda July 5, 2007 Page 2 of 5 3.4 Treasurer's Report at May 31, 2007 3.5 Bond Reduction Tract 30640 — Lennar Homes of California Inc / City Engineer a) Accept the public improvements for T30640 b) Authorize a 75% bond reduction of labor and performance bonds b) Direct city clerk to notify developer and surety company c) Direct Special Districts and Public Works Departments to assume maintenance responsibility for associated subdivision infrastructure 3.6 Resolution No. / A Resolution of initiation to annex territory (T31886 — Annexation No. 28) into Assessment District No. 2003-1 / Approve and Adopt / Special Tax Consultant and City Attorney 3.7 Resolution No. _ / A Resolution approving the Engineer's Report and setting the public hearing for the annexation of territory (T31886 — Annexation No. 28) into Assessment District No. 2003-1 / Approve and Adopt / Special Tax Consultant and City Attorney 3.8 Resolution No. / A resolution declaring the city's intention to levy and collect assessments within LLPD No.1 for Fiscal Year 2007-2008 and giving notice of and setting the time and place of the hearing on the levy of the proposed assessment / Approve / Finance Director 3.9 Final Parcel Map 35303 a) Approve Final Parcel Map 35303 for recordation and b) Authorize city clerk to release map for recordation 3.10 Final Parcel Map 34643 c) Approve Final Parcel Map 34643 for recordation and d) Authorize city clerk to release map for recordation 3.11 AD 94-1 Soboba Springs Bond Fund / Finance Director and Public Works Director a) Declare balance of funds ($8,800) remaining of AD 94-1 Soboba Springs Project Debt Service Fund and transfer to General Fund b) Appropriate $8,800 of General Fund surplus funds to improve interior slope in Soboba springs development 3.12 Job Description and Salary Range for Senior Accountant / Approve / Finance Director 3.13 Temporary Road Closure at Ramona Boulevard between Lyon Avenue and Sanderson Avenue City Council Agenda July 5, 2007 Page 3 of 5 3.14 Purchase and Sale Agreement between City and Allen Cruz LLC, a California corporation regarding APNs 437-076-011 and 437-076-012 formerly 437-076-004, 437-076-006 437-076-007 and 437-076-008 commonly known as 595 S San Jacinto Avenue / Approve / City Manager 4. PUBLIC HEARING 4.1 Urgency Ordinance No. 07-12 / An ordinance regarding proposed sewer rates in the new sewer collection service area / Approve and adopt Urgency Ordinance No. 07-12 and by further motion read by title only: An Urgency Ordinance of the City Council of the City of San Jacinto, California, Regarding Imposition of Sewer Service Rates Pursuant to the Interagency Sewer Agreement with the Eastern Municipal Water District (EMWD) (4/5th vote required to adopt) / Finance Director 4.2 Resolution No. / A Resolution certifying the results of an election and adding property commonly known as APNs 431-030-041, 431-030-042 and 431-030-043 commonly known aka Shea Homes into CFD No. 2003-1 for police and fire services - Annexation No. 45 / Approve and Adopt / City Attorney and Special Tax Consultant 4.3 Public Hearing - Landscaping, Lighting, and Park District No. 2 (LLPD No. 2) Annexation No. 69 — Calvary Chapel — APNs 431-180-060 & 431-180- 068) / City Attorney a) Resolution No. / A Resolution initiating proceedings for the Annexation of property into LLPD No 2 — Annexation No. 69 / Approve and Adopt b) Resolution No. / A Resolution approving the Engineer's Report for Annexation No. 69 into LLPD No. 2 / Approve and Adopt c) Resolution No. / A Resolution declaring intention to annex property into LLPD No. 2 — Annexation No. 69 / Approve and Adopt d) Public Hearing / At the conclusion of the public hearing if the City determines that a majority protest does not exist, by motion approve the certification of the election results for adding certain property into LLPD No 2 known as Annexation No. 69 / Approve and Adopt Resolution No. / A Resolution ordering annexation of territory into LLPD No. 2 and levying assessments 4.4 Public Hearing - Landscaping, Lighting, and Park District No. 2 (LLPD No. 2) Annexation No. 74 — State Street Property Holdings LLC aka Ramona City Council Agenda July 5, 2007 Page 4 of 5 Crossings Tract 34643 — APN 434-070-038 / / City Attorney a) Resolution No. / A Resolution initiating proceedings for the Annexation of property into LLPD No 2 — Annexation No. 74 Approve and Adopt b) Resolution No. / A Resolution approving the Engineer's Report for Annexation No. 74 into LLPD No. 2 / Approve and Adopt c) Resolution No. / A Resolution declaring intention to annex property into LLPD No. 2 — Annexation No. 74 / Approve and Adopt d) Public Hearing / At the conclusion of the public hearing if the City determines that a majority protest does not exist, by motion approve the certification of the election results for adding certain property into LLPD No 2 known as Annexation No. 74 / Approve and Adopt Resolution No. / A Resolution ordering annexation of territory into LLPD No. 2 and levying assessments 5. STAFF REPORTS 5.1 Contract Award 2007 Downtown Sidewalk Project / Award / City Engineer 5.2 Equipment purchase and tax exempt lease financing of Public Works' Department equipment / Public Works Director 5.3 Contract for Auditing Services FY 2006-07 through FY 2010-11 / Approve and authorize city manager to execute agreement and appropriate $4,260 from General Fund Contingency Reserve to pay for auditing costs above amount budgeted in FY 2007-08 / Finance Director At the end of the scheduled City Department items, anyone wishing to discuss a consent calendar item should come forward upon invitation of the Mayor; state their name, address, and the consent calendar item number pulled. Speakers should limit comments to three (3) minutes. 6. MAYOR / COUNCIL MEMBER REPORTS / DISCUSSIONS 7. CLOSED SESSION 7.1 CONFERENCE WITH REAL PROPERTY NEGOTIATORS Property: Riverside County Assessor Parcel Nos. 437-076-013 and 437- 076-014 Agency negotiator: Barry McClellan, City Manager City Council Agenda July 5, 2007 Page 5 of 5 Negotiating parties: Graciella C. Cruz Under negotiation: Price and Terms" 8. ADJOURNMENT If you challenge any action of the City Council in court, you may be limited to raising only those issues you or someone else raised at the public hearing described in this notice, or in written correspondence delivered to the City Council (c/o the City Clerk) at, or prior to, the public hearing. CHALLENGE TO LAND USE DECISIONS: Any person seeking to challenge a decision regarding land use made by the City Council as a result of a proceeding in which by law a hearing is required to be given, evidence is required to be taken, and the discretion in the determination of facts is vested in the City Council, shall be required to commence that action 90 days following the date on which the decision of the City Council becomes final as provided in Code of Civil Procedure Section 1094.6. Please refer to Code of Civil Procedure Section 1094.6 to determine how to calculate when a decision becomes final. It is the intention of the City of San Jacinto to comply with the Americans with Disabilities Act (ADA) in all respects. If, as an attendee or a participant at this meeting, or in meetings on a regular basis, you will need special assistance beyond what is normally provided, the City will attempt to accommodate you in every reasonable manner. Please contact City Hall at (951) 537-6358, at least 48 hours prior to the meeting to inform us of your particular needs and to determine if accommodation is feasible. I, Dorothy L. Chouinard, City Cferk of the City of San Jacinto, do hereby certify that I caused to be posted the foregoing agenda this 29th day of June, 2007, as required by law. Dorothy L. Chouinard, City Clerk AGENDA ITEM 5. ) July 05, 2007 TO: The Honorable Mayor and Members of the City Council FROM: Bernie Simon — Finance Director SUBJECT: Approve Warrant Register for Warrants, Prepaid Checks, and Payroll Checks — Government Code 37200 RECOMMENDATION: By motion, approve the warrant register for the warrants, prepaid items, and payroll checks issued since the last Council meeting, for the period ending July 05, 2007 BACKGROUND: The Council, acting in its oversight role, formally reviews disbursements made through the A/P warrant registers and payroll checks. DISCUSSION: All warrants, pre -paid checks, and payroll checks require Council approval. The following are the warrant and check numbers for this cycle: Warrant/Prepaid # s Cycle Dates Payroll Checks Cycle Date 80480-80666 July 05, 2007 18351-18365 July 05, 2007 Payroll information is available for Council review in the Finance Department. ALTERNATIVES: 1) Approve Warrant Register 2) Decline to Approve FISCAL IMPACT: Adequate funds have been budgeted to cover the subject expenses. ATTACHMENTS: 1 — Detailed listing of invoices paid and warrant register. Approvals City Manager: Finance Director: Page 1 of 1 City of San Jacinto Warrant Register 07/05/2007 Check Number Check Date VendorName Invoice Number Description Account Number Transaction Amount Check Total 80480 6/7/2007 Riverside, county of REQUEST 060707 Permit/sallee pool slide 010-8400-425.33-10 978.00 978.00 80481 6/8/2007 Courtyard by marriott REQUEST 060707 Econ dev tech training 096-1700-417.31-20 505.76 505.76 80482 6/8/2007 Williams, randy REQUEST 060707 REQUEST 060707 Reimb for city vehi fuel Correction to entry 096-1700-417.31-20 096-1700-417.31-20 17.08 182.92 200.00 80483 6/8/2007 John tate REQUEST 060807 Replaces ck 80281 050-0000-229.08-70 180.00 180.00 80484 6/11/2007 Riverside, county of REQUEST 060807 Purch tax delinq property 199-9999-425.40-01 12,587.97 12,587.97 80487 6/15/2007 Abm janitorial services 3973326 Janitorial srvc june 07 010-1400-414.34-05 571.17 571.17 80488 6/15/2007 AI's kubota tractor 225530 226164 226165 226759 226790 Handheld blower 63pm 50 link,26rmc 81 li B&c oil Proscaper glove, 26rsc3 Br 550 backpack blower 010-7100-410.21-80 010-7100-410.21-80 010-7100-410.21-80 010-7100-410.21-80 010-7100-410.21-80 295.07 75.39 6.73 82.34 430.95 890.48 80489 6/15/2007 Ameripride uniform services L497508 L497508 L503179 L503179 Uniforms Uniforms Uniforms Uniforms 050-9000-450.21-35 055-4170-450.21-35 050-9000-450.21-35 055-4170-450.21-35 39.16 11.14 39.16 11.14 100.60 80490 6/15/2007 B & w pipe & supply 79056 79057 79058 Rancho park -esplanade pkw Rancho park -esplanade pkw Rancho park -esplanade pkw 010-7100-410.33-10 010-7100-410.33-10 010-7100-410.33-10 111.48 223.57 189.54 524.59 80491 6/15/2007 Bank of america business card Correct ck req coding Correct ck req coding 010-1700-417.31-20 010-1700-417.31-20 450.00 -450.00 0.00 80492 6/15/2007 Brenntag pacific, inc. BP1678084 Sodium hypochlorite 050-9000-450.33-30 2,623.43 2,623.43 80493 6/15/2007 Brinks home security 052407 Monitor 5/22/07-6/21/07 010-6100-425.34-05 34.99 34.99 80494 6/15/2007 California municipal revenue & tax REQUEST 061107 Quarterly meeting reg fee 010-1701-417.31-20 20.00 20.00 80495 6/15/2007 Calpers REQUEST 061307 June 7, 07 type 3 085-0000-202.21-28 26,139.75 26,139.75 80496 6/15/2007 Cnh homes REQUEST 060707 Credit balance refund 050-0000-308.09-10 54.15 54.15 80497 6/15/2007 Counts unlimited, inc. 6508 Volume cnt,stop sign warr 010-4100-410.30-98 320.00 320.00 80498 6/15/2007 Department of toxic substances REQUEST 061207 Ca epa id# ca1000244743 010-4150-410.21-14 157.50 157.50 Page 1 City of San Jacinto Warrant Register 07/05/2007 Check Number Check Date VendorName Invoice Number Description Account Number Transaction Amount Check Total 80499 6/15/2007 E.s. babcock & sons, inc. AD72330-0278 AE71612-0278 AE71999-0278 AE72339-0278 AE72533-0278 AF70140-0278 AF70213-0278 Coliforms p/a by mmo/mug Coliforms p/a by mmo/mug Iron by icp, mn_icp_dw Coliforms p/a by mmo/mug Dioxins, carb, glyphosate Coliforms p/a by mmo/mug General physical analysis 050-9000-450.33-30 050-9000-450.33-30 050-9000-450.33-30 050-9000-450.33-30 050-9000-450.33-30 050-9000-450.33-30 050-9000-450.33-30 60.00 60.00 30.00 60.00 1,100.00 48.00 25.00 1,383.00 80500 6/15/2007 E&m royal productions REQUEST 060807 City queen sponsorship 010-2510-425.40-12 500.00 500.00 80501 6/15/2007 Eagle aerial imaging 17140 17140 Photos by airshot Photos by airshot 010-1700-417.30-90 096-1700-417.21-10 999.12 438.00 1,437.12 80503 6/15/2007 Eastern municipal water district 217969-01-0607 217970-01-0607 147986-01-0507 158865-02-0607 178270-02-0607 206905-02-0607 206906-02-0607 207132-02-0607 209083-02-0607 210871-02-0607 210872-02-0607 210873-02-0607 210874-02-0607 211357-02-0607 213374-02-0607 187212-02-0607 Water service Water service Water service Water service Water service Water service Water service Water service Water service Water service Water service Water service Water service Water service Water service Water service 010-3200-431.35-10 010-3200-431.35-10 025-7100-410.35-10 025-7250-410.35-10 310-8831-500.35-10 303-8831-500.35-10 303-8831-500.35-10 317-8831-500.35-10 307-8831-500.35-10 332-8831-500.35-10 332-8831-500.35-10 332-8831-500.35-10 332-8831-500.35-10 332-8831-500.35-10 307-8831-500.35-10 307-8831-500.35-10 109.38 197.71 8.03 29.32 97.61 528.56 25.92 16.05 2,466.17 217.03 9.14 793.44 9.14 50.23 9.14 24.85 4,591.72 80504 6/15/2007 Hartford life insurance companies REQUEST 061207 June 7, 07, grp #109947 085-0000-202.21-29 3,934.53 3,934.53 80505 6/15/2007 Hemet industrial supply 31229 Adaptors, galv bushing 010-4150-410.33-30 33.03 33.03 80506 6/15/2007 Hemet valley pipe & supply 113738 Cable saw, 90 ell street 010-7100-410.33-10 7.62 630.46 Page 2 City of San Jacinto Warrant Register 07/05/2007 Check Number Check Date VendorName Invoice Number Description Account Number Transaction Amount Check Total 80506... 6/15/2007... Hemet valley pipe & supply... 114221 114234 Hunter p/u sprinklers Hunter p/u sprinklers 010-7100-410.33-10 010-7100-410.33-10 315.32 307.52 630.46... 80507 6/15/2007 Hemet valley tool & supply 32835 32973 33180 Tractor, mini skid steer Emglo compressor pump Drill bit, 5/8" s&d 050-9000-450.33-30 050-9000-450.33-30 050-9000-450.33-30 204.00 312.42 23.71 540.13 80508 6/15/2007 Icma retirement trust REQUEST 061207 June 7, 2007 085-0000-202.21-29 1,688.46 1,688.46 80509 6/15/2007 Inland water works supply co. 184870 Ford f1 repair clamps 050-9000-450.33-30 663.76 663.76 80510 6/15/2007 Law office of michael a. kruppe 10253 G.& m. howard vs city 020-2200-419.30-90 936.00 936.00 80511 6/15/2007 Lincoln life REQUEST 061207 June 7, 2007 085-0000-202.21-29 110.00 110.00 80512 6/15/2007 Liquivision technology inc 2339 Inspection bathwell #2 050-9000-450.33-30 2,270.00 2,270.00 80513 6/15/2007 Mccullough, lisa REQUEST 061207 Per diem; meals, phone 096-1700-417.31-20 215.00 215.00 80514 6/15/2007 Multi w systems, inc. 2730327 Emergency field service 055-4170-450.33-30 1,479.48 1,479.48 80516 6/15/2007 Pierce plumbing, inc. 34702 34703 34703 34710 34710 34713 34713 34704 34719 34719 34718 34720 34722 34722 34727 34727 34728 Plumbing supplies Plumbing supplies Plumbing supplies Plumbing supplies Plumbing supplies Plumbing supplies Plumbing supplies Plumbing supplies Plumbing supplies Plumbing supplies Plumbing supplies Plumbing supplies Plumbing supplies Plumbing supplies Plumbing supplies Plumbing supplies Plumbing supplies 010-4150-410.33-50 010-7100-410.33-10 010-7101-410.33-30 010-7100-410.33-10 010-7101-410.33-30 010-7100-410.33-10 010-7101-410.33-30 050-9000-450.33-30 010-7100-410.33-10 010-7101-410.33-30 050-9000-450.33-30 010-4150-410.33-30 010-7100-410.33-10 010-7101-410.33-30 010-7100-410.33-10 010-7101-410.33-30 010-7100-410.33-10 31.16 40.37 100.00 14.10 13.00 50.00 58.99 32.28 20.00 40.63 48.80 41.29 75.61 38.00 99.18 5.99 44.43 790.49 Page 3 City of San Jacinto Warrant Register 07/05/2007 Check Number Check Date VendorName Invoice Number Description Account Number Transaction Amount Check Total 80516... 6/15/2007... Pierce plumbing, inc.... 34728 34725 Plumbing supplies Plumbing supplies 010-7101-410.33-30 050-9000-450.33-30 20.00 16.66 790.49... 80517 6/15/2007 Pip printing 92097 Sewer plans 055-4170-450.33-30 96.35 96.35 80518 6/15/2007 Press enterprise 3539329 Advertising 010-1700-417.36-25 66.15 66.15 80519 6/15/2007 Quality auto parts D912294 D912647 D913131 D919911 D919823 D919805 D921192 D921644 22 pc 1" socket, plier 18" bungee, kms 3571 For 30301 Miniature lamp Brake rotor Brake rotor, oil seals Kleenex, car wash, bucket Filter 010-7100-410.21-70 010-7100-410.21-70 010-7100-410.21-70 050-9000-450.33-30 050-9000-450.33-30 050-9000-450.33-30 050-9000-450.33-30 056-4150-410.33-50 39.41 45.20 4.30 2.68 -59.05 391.38 53.91 58.84 536.67 80520 6/15/2007 Reliable FRG17700 Copy paper 010-4140-410.21-10 42.98 42.98 80521 6/15/2007 Richard haisha REQUEST 060707 Credit balance refund 050-0000-308.09-10 70.00 70.00 80522 6/15/2007 Richard shirek REQUEST 060707 Credit balance refund 050-0000-308.09-10 52.66 52.66 80523 6/15/2007 Rightway 604378 Stringer pole, 24 010-1110-411.40-45 29.25 29.25 80524 6/15/2007 Riverside, county of 033007 Feb 07 record & copy fees 105-3320-431.30-90 24.00 24.00 80525 6/15/2007 Riverside, county of SH0000007070 SH0000007070 Contract law enforcement Contract law enforcement 010-3100-431.34-05 010-3100-431.34-05 102,334.77 -102,334.77 0.00 80526 6/15/2007 Roberto bazan REQUEST 060707 Credit balance refund 050-0000-308.09-10 67.21 67.21 80527 6/15/2007 Shred it 050215406 Shredding 010-2500-425.34-05 75.00 75.00 80528 6/15/2007 South coast a.q.m.d. 1860916 1861356 1862138 Flat fee for emissions Flat fee for emissions Flat fee for emissions 050-9000-450.33-30 050-9000-450.33-30 050-9000-450.33-30 99.09 99.09 266.55 464.73 80531 6/15/2007 Southern California edison REQUEST 061207 REQUEST 061207 REQUEST 061207 REQUEST 061207 REQUEST 061207 Electricity service Electricity service Electricity service Electricity service Electricity service 010-2500-425.35-14 010-1110-411.35-14 010-3200-431.35-14 010-4150-410.35-14 010-6100-425.35-14 12.17 146.83 29.00 14.85 300.85 23,016.51 Page 4 City of San Jacinto Warrant Register 07/05/2007 Check Number Check Date VendorName Invoice Number Description Account Number Transaction Amount Check Total 80531... 6/15/2007... Southern california edison... REQUEST 061207 REQUEST 061207 REQUEST 061207 REQUEST 061207 REQUEST 061207 REQUEST 061207 REQUEST 061207 REQUEST 061207 REQUEST 061207 REQUEST 061207 REQUEST 061207 REQUEST 061207 REQUEST 061207 REQUEST 061207 REQUEST 061207 REQUEST 061207 REQUEST 061207 REQUEST 061207 REQUEST 061207 REQUEST 061207 REQUEST 061207 REQUEST 061207 REQUEST 061207 REQUEST 061207 REQUEST 061207 Electricity service Electricity service Electricity service Electricity service Electricity service Electricity service Electricity service Electricity service Electricity service Electricity service Electricity service Electricity service Electricity service Electricity service Electricity service Electricity service Electricity service Electricity service Electricity service Electricity service Electricity service Electricity service Electricity service Electricity service Electricity service 025-7100-410.35-14 025-7250-410.35-14 025-7260-410.35-14 301-8831-500.35-14 301-8831-500.35-14 302-8831-500.35-14 302-8831-500.35-14 303-8831-500.35-14 303-8831-500.35-14 304-8831-500.35-14 307-8831-500.35-14 307-8831-500.35-14 309-8831-500.35-14 309-8831-500.35-14 309-8831-500.35-14 309-8831-500.35-14 309-8831-500.35-14 310-8831-500.35-14 312-8831-500.35-14 329-8831-500.35-14 332-8831-500.35-14 332-8831-500.35-14 332-8831-500.35-14 333-8831-500.35-14 335-8831-500.35-14 42.35 104.98 17,435.46 673.87 47.32 359.44 14.85 240.91 31.23 105.33 813.48 350.26 156.86 308.60 597.69 36.05 47.72 347.50 43.50 15.36 44.04 48.13 571.31 73.76 2.81 23,016.51... 80532 6/15/2007 Stater bros 1210604 4 cases water 010-1100-411.21-10 19.80 19.80 80533 6/15/2007 Towneplace suites by marriott of REQUEST 061307 Conf #86787936 024-3100-431.31-20 317.40 317.40 80536 6/15/2007 Tri-lake consultants, inc. 5334 5335 Prof srvc 3/31-4/27/2007 Prof srvc 3/31-4/27/2007 010-4100-410.30-90 065-0000-201.08-10 3,989.52 315.00 87,032.37 Page 5 City of San Jacinto Warrant Register 07/05/2007 Check Number Check Date VendorName Invoice Number Description Account Number Transaction Amount Check Total 80536... 6/15/2007... Tri-lake consultants, inc.... 5335 5335 5336 5337 5338 5339 5340 5341 5342 5343 5344 5345 5349 5350 5350 5351 5352 5353 5354 5355 5356 5357 5359 5360 5362 Prof srvc 3/31-4/27/2007 Prof srvc 3/31-4/27/2007 Prof srvc 3/31-4/27/2007 Prof srvc 3/31-4/27/2007 Prof srvc 3/31-4/27/2007 Prof srvc 3/31-4/27/2007 Prof srvc 3/31-4/27/2007 Prof srvc 3/31-4/27/2007 Prof srvc 3/31-4/27/2007 Prof srvc 3/31-4/27/2007 Prof srvc 3/31-4/27/2007 Prof srvc 3/31-4/27/2007 Prof srvc 3/31-4/27/2007 Prof srvc 3/31-4/27/2007 Prof srvc 3/31-4/27/2007 Prof srvc 3/31-4/27/2007 Prof srvc tract 34675 Prof srvc tract 34674 Prof srvc cavl chap ph 2 Prof srvc tract 33106 Prof srvc tract 33053 Prof srvc pm 33340 Prof srvc 221 bissel Prof srvc tract 30598-5 Prof srvc tract 30598-6 010-1700-417.30-90 010-1700-417.30-90 010-1700-417.30-90 010-4100-410.30-90 010-4100-410.30-90 010-4100-410.30-90 010-4100-410.30-90 010-4100-410.30-90 199-9999-425.40-01 199-9999-425.40-01 199-9999-425.40-01 199-9999-425.40-01 199-9999-425.40-01 199-9999-425.40-01 199-9999-425.40-01 199-9999-425.40-01 065-0000-201.06-47 065-0000-201.06-47 065-0000-201.06-47 065-0000-201.06-47 065-0000-201.06-47 065-0000-201.06-47 065-0000-201.06-47 065-0000-201.06-47 065-0000-201.06-47 5,985.00 5,130.00 2,318.80 1,210.00 21, 722.76 40.00 579.20 6,735.00 80.00 2,141.68 4,447.32 1,520.00 320.00 2,417.88 2,417.88 3,730.76 713.72 640.49 506.32 632.92 2,167.65 5,648.23 2,151.99 4,312.50 5,157.75 87,032.37... 80537 6/15/2007 Underground service alert 520070613 520070613 New tickets, updated fax New tickets, updated fax 050-9000-450.33-30 055-4170-450.33-30 146.80 146.80 293.60 80538 6/15/2007 United communities network 4052 4053 VI/ch clean up Main st clean up 010-2500-425.33-10 010-7100-410.34-05 910.00 1,001.00 1,911.00 Page 6 City of San Jacinto Warrant Register 07/05/2007 Check Number Check Date VendorName Invoice Number Description Account Number Transaction Amount Check Total 80539 6/15/2007 Usa blue book 373726 Deep socket, chart pens 050-9000-450.21-80 364.52 364.52 80540 6/15/2007 Valley restart shelter, inc. REQUEST 060807 Bus ride home sponsorship 010-2510-425.40-12 2,000.00 2,000.00 80541 6/15/2007 Verizon california REQUEST 061207 REQUEST 061207 REQUEST 061207 REQUEST 061207 REQUEST 061207 REQUEST 061207 REQUEST 061207 REQUEST 061207 REQUEST 061207 REQUEST 061207 Telephone service Telephone service Telephone service Telephone service Telephone service Telephone service Telephone service Telephone service Telephone service Telephone service 010-1110-411.35-16 010-2500-425.35-16 010-3100-431.35-16 010-3200-431.35-16 010-4150-410.35-16 010-4200-410.35-16 010-7100-410.35-16 010-7400-425.35-16 025-7252-410.35-16 050-9000-450.35-16 34.18 360.72 350.43 60.66 34.87 154.02 39.78 303.50 275.96 140.21 1,754.33 80542 6/15/2007 Welch, wendy REQUEST 060707 Mileage reimbursement 010-1400-414.31-15 31.23 31.23 80543 6/15/2007 Westin san diego REQUEST 061207 Lodging & parking 096-1700-417.31-20 1,031.51 1,031.51 80544 6/15/2007 Wetworks pool care 060107 June 07 service 010-8400-425.33-10 1,383.67 1,383.67 80545 6/15/2007 Williams, randy REQUEST 060707 REQUEST 060707 Per diem; meals Per diem; meals 096-1700-417.31-20 096-1700-417.31-20 200.00 -200.00 0.00 80546 6/15/2007 Xerox corporation 025345489 May 07 lease 010-4200-410.34-05 381.22 381.22 80549 6/22/2007 Abm janitorial services 3973345 3973345 3973345 3973345 3973345 Janitorial srvc june 07 Janitorial srvc june 07 Janitorial srvc June 07 Janitorial srvc June 07 Janitorial srvc June 07 010-1700-417.34-05 010-3300-431.34-05 010-2500-425.34-05 010-2500-425.34-05 010-7400-425.34-05 1,125.79 294.00 72.00 86.00 960.14 2,537.93 80550 6/22/2007 Agnes rogers REQUEST 061407 Water deposit refund 050-0000-229.08-70 87.74 87.74 80551 6/22/2007 Al's kubota tractor 228922 229178 Cover Starter rope, labor 010-4140-410.21-80 010-4140-410.21-80 10.65 32.69 43.34 80552 6/22/2007 Allen tire company 203292 2 goodyear wrnglr its 010-7100-410.21-70 217.97 217.97 80553 6/22/2007 American citi corp. 2007-24 2007-24 May '07 car wash May '07 car wash 010-3300-431.33-50 010-1400-414.33-50 63.90 5.99 75.88 Page 7 City of San Jacinto Warrant Register 07/05/2007 Check Number Check Date VendorName Invoice Number Description Account Number Transaction Amount Check Total 80553... 6/22/2007... American citi corp.... 2007-24 May '07 car wash 010-1200-412.33-50 5.99 75.88... 80554 6/22/2007 American planning associaton 150919-070607PB Apa,chapt/caie membership 010-1700-417.30-16 420.00 420.00 80555 6/22/2007 American rotary broom co., inc. 095636 600 g/b mat kit, recondit 056-4150-410.33-50 83.35 83.35 80557 6/22/2007 Ameripride uniform services L480671 L480671 L497510 L497510 L486289 L486289 L503180 L503180 L503180 L503181 L503181 L503182 L508861 L508861 L508862 L508862 L508862 L508864 L508863 L508863 Uniforms Uniforms Uniforms Uniforms Uniforms Uniforms Uniforms Uniforms Uniforms Uniforms Uniforms Mats Uniforms Uniforms Uniforms Uniforms Uniforms Mats Uniforms Uniforms 055-4170-450.21-35 050-9000-450.21-35 010-7100-410.21-35 010-7101-410.21-35 010-7100-410.21-35 010-7101-410.21-35 010-4140-410.21-35 057-4150-410.21-35 010-4150-410.21-35 010-7100-410.21-35 010-7101-410.21-35 050-9000-450.21-35 050-9000-450.21-35 055-4170-450.21-35 010-4140-410.21-35 057-4150-410.21-35 010-4150-410.21-35 010-4140-410.21-35 010-7100-410.21-35 010-7101-410.21-35 19.14 31.69 30.00 6.27 30.00 6.27 11.13 6.10 41.95 30.00 6.27 24.96 30.86 19.14 11.13 6.10 41.95 24.96 30.00 6.27 414.19 80558 6/22/2007 Anady's trophies, inc. 63677 63951 Engraved clock - grace Trophy, plaque -cif champ 010-1700-417.21-10 010-1100-411.21-11 161.63 474.10 635.73 80559 6/22/2007 Applied earthworks inc. 1598-01 Archacological survey 028-6500-425.40-01 8,287.18 8,287.18 80560 6/22/2007 Artisan communities REQUEST 061307 Credit balance refund 050-0000-308.09-10 36.04 36.04 80561 6/22/2007 Artisan trails, Ilc REQUEST 052507 Overpaid carpool miti fee 074-0000-308.08-65 1,350.00 1,350.00 80562 6/22/2007 At & t 052207 Telephone service 010-6500-425.35-16 1.42 1.42 Page 8 City of San Jacinto Warrant Register 07/05/2007 Check Number Check Date VendorName Invoice Number Description Account Number Transaction Amount Check Total 80563 6/22/2007 B & w pipe & supply 78482 164151 78682 78702 78739 78740 78787 78827 78888 Misc pipe supplies 1 x 3/4 pvc male adpt Union sch 80, hand saw Nozzle, rb sprinkler body Rb 1800 nozzle, spkl body Kbi 1/2" celcon blr valve Hunter 1 stat bat. cntlr Soboba village Skyview tot lot 010-7100-410.33-10 010-7100-410.33-10 010-7100-410.33-10 010-7100-410.33-10 010-7100-410.33-10 010-7100-410.33-10 010-7100-410.33-10 010-7100-410.33-10 010-7100-410.33-10 105.45 12.90 83.11 16.78 66.97 5.19 77.32 116.39 331.01 815.12 80564 6/22/2007 Bank of america business card REQUEST 061807 Ontario parking 096-1700-417.31-20 38.50 38.50 80565 6/22/2007 Bank of america business card REQUEST 061807 REQUEST 061807 Dell marketing Staples 010-2500-425.34-20 010-1400-414.21-10 860.93 29.07 890.00 80566 6/22/2007 Bank of america business card REQUEST 061807 Chevron 096-1700-417.31-20 56.03 56.03 80567 6/22/2007 Bank of america business card REQUEST 061807 REQUEST 061807 REQUEST 061807 REQUEST 061807 REQUEST 061807 REQUEST 061807 REQUEST 061807 REQUEST 061807 REQUEST 061807 REQUEST 061807 Sears Hertz car rental Hertz car rental El jalapeno restaurant Lowe's Valle vista ace hardware WaI-mart Z best pizza Hilton hotel-stubblefield Finance charge 010-3200-431.40-45 096-1700-417.31-20 096-1700-417.31-20 020-2200-419.31-20 199-9999-425.40-01 199-9999-425.40-01 010-1110-411.21-10 010-1100-411.31-20 096-1700-417.31-20 010-2500-414.36-97 861.96 424.94 386.29 28.41 80.38 50.08 22.33 43.64 -501.40 2.26 1,398.89 80568 6/22/2007 Boot barn 140615 Boots - alex garcia 010-4150-410.21-35 145.45 145.45 80569 6/22/2007 Brenntag pacific, inc. BPI676342 BPI680806 Sodium hypochlorite Sodium hypochlorite 050-9000-450.33-30 050-9000-450.33-30 945.49 1,897.61 2,843.10 80570 6/22/2007 Brinks home security 052807 Monitor 5/26 - 6/25/2007 010-1700-417.33-10 34.99 34.99 80571 6/22/2007 C r & r incorporated REQUEST 061807 REQUEST 061807 Contract services may 07 Billing charge may '07 059-8052-450.34-05 059-0000-310.07-99 149,006.70 -9,833.00 139,173.70 Page 9 City of San Jacinto Warrant Register 07/05/2007 Check Number Check Date VendorName Invoice Number Description Account Number Transaction Amount Check Total 80572 6/22/2007 California association for local 051607 Membership renewal 096-1700-417.30-16 465.00 465.00 80573 6/22/2007 California overnight 5637934 5637934 5637934 5657803 5657803 5657803 5657803 5657803 Delivery Delivery Delivery Delivery Delivery Delivery Delivery Delivery 010-1110-411.21-65 010-3300-431.21-65 010-1700-417.21-65 010-3300-431.21-65 010-1700-417.21-65 096-1700-417.21-65 010-4100-410.21-65 010-1110-411.21-65 7.55 57.35 183.46 38.47 25.71 8.34 10.42 8.34 339.64 80574 6/22/2007 Central county united way 201650C 06/07 cdbg grant 029-8660-410.30-10 1,359.96 1,359.96 80575 6/22/2007 Civic stone 061207 Lopez, t&e-600 porterfild 199-9999-425.40-01 10,401.00 10,401.00 80576 6/22/2007 Clientfirst counsulting group SJPM 053107 Prog bill hte navaline 102-1400-500.30-90 8,190.00 8,190.00 80577 6/22/2007 Coldwell banker/armstrong REQUEST 061307 Credit balance refund 050-0000-308.09-10 28.92 28.92 80578 6/22/2007 Cottonwood growers 158 #15 camphor, Iagerstromia 010-7100-410.21-25 161.63 161.63 80579 6/22/2007 Cutting edge staffing, inc. 23452 23628 23668 23705 D. sanchez wk end 4/15/07 D. sanchez wk end 5/13/07 D. sanchez wk end 5/20/07 D. sanchez wk end 5/27/07 010-3300-431.30-90 010-3300-431.30-90 010-1700-417.30-90 010-3300-431.30-90 1,116.00 1,224.50 1,247.76 1,224.50 4,812.76 80580 6/22/2007 D.m.c. tree care 051507 060407 060407A 060407B Reduce italian cypress Remove dead palms, debris Remove dead elm Reduce & shape locusts 010-7100-410.34-05 199-9999-425.40-01 199-9999-425.40-01 199-9999-425.40-01 750.00 1,050.00 375.00 300.00 2,475.00 80581 6/22/2007 D.r. horton REQUEST 061907 Reimb from bldg contract 065-0000-201.20-84 35,141.58 35,141.58 80582 6/22/2007 David leonard associates 6-2-07 6-1-07 6-1-07A Cont plann srvc may 07 Cont plann srvc may 07 Cont plann srvc may 07 010-1700-417.30-90 010-1700-417.30-90 010-1700-417.30-90 1,758.25 782.20 821.70 3,362.15 80583 6/22/2007 Department of housing and comm REQUEST 052907 Mobile home pk state fees 065-0000-201.08-73 4,350.00 4,350.00 80584 6/22/2007 Dewey pest control (dba) 3887680 3887678 June 07 pest control srvc June 07 pest control srvc 010-2500-425.34-05 010-2500-425.34-05 40.00 30.00 155.00 Page 10 City of San Jacinto Warrant Register 07/05/2007 Check Number Check Date VendorName Invoice Number Description Account Number Transaction Amount Check Total 80584... 6/22/2007... Dewey pest control (dba)... 3855939 3855917 June 07 pest control srvc June 07 pest control srvc 010-2500-425.34-05 010-1400-414.33-10 40.00 45.00 155.00... 80585 6/22/2007 E.s. babcock & sons, inc. AF70360-0278 Haloacetic acids,trihalom 050-9000-450.33-30 240.00 240.00 80586 6/22/2007 Eastern municipal water district 17977-09-0607 43796-02-0607 81377-03-0607 85001-01-0607 90795-01-0607 92178-02-0607 91998-01-0607 95399-02-0607 166237-02-0607 Water service Water service Water service Water service Water service Water service Water service Water service Water service 304-8831-500.35-10 025-7250-410.35-10 025-7252-410.35-10 025-7250-410.35-10 025-7250-410.35-10 025-7250-410.35-10 025-7252-410.35-10 025-7250-410.35-10 302-8831-500.35-10 42.39 270.15 2,259.03 32.96 25.07 24.72 42.01 9.58 13.71 2,719.62 80587 6/22/2007 Elena rascon REQUEST 061407 Water deposit refund 050-0000-229.08-70 76.16 76.16 80588 6/22/2007 Esgil corporation 06070855 Building plan fees 010-3300-431.30-90 6,588.46 6,588.46 80589 6/22/2007 Family sport & fitness 100109-0507 Employee gym, may 07 085-0000-202.21-76 630.00 630.00 80590 6/22/2007 Gfb-friedrich & assoc., inc. 0705-19 0705-20 0705-21 0705-22 0705-23 Srvcs rendered may 2007 Srvcs rendered may 2007 Srvcs rendered may 2007 Srvcs rendered may 2007 Srvcs rendered may 2007 026-0000-229.07-00 026-0000-229.07-00 026-0000-229.07-00 026-0000-229.07-00 026-0000-229.07-00 155.00 245.00 155.00 155.00 772.50 1,482.50 80591 6/22/2007 Hemet valley tool & supply 33072 33172 Grinding wheel Wright 17mm socket 010-7100-410.33-10 010-7100-410.33-10 10.78 10.24 21.02 80592 6/22/2007 High tech auto care, inc. 444 466 473 486 Wheel studs, wheel nuts Fuel inj, manifold,labor Diagnosis, r&r brake Ight Fuel pump 010-7100-410.21-70 010-4150-410.33-50 010-7100-410.21-70 010-4150-410.33-50 171.49 726.44 99.03 741.48 1,738.44 80593 6/22/2007 Hogle-ireland, inc. 11212 Prof srvcs april 2007 010-1700-417.30-90 47.50 47.50 80594 6/22/2007 Home depot credit services 17648 72890 16 x 30 filter 5 gal ultra, yellow line 010-3300-431.21-10 024-4150-410.21-36 17.11 73.44 90.55 Page 11 City of San Jacinto Warrant Register 07/05/2007 Check Number Check Date VendorName Invoice Number Description Account Number Transaction Amount Check Total 80595 6/22/2007 Horizon water 043007-9-CC-260 052907-9-CC-260 052907-9-CC-280 052907-9-CC-290 Drinking water Drinking water Drinking water Drinking water 010-7400-425.33-10 010-7400-425.34-05 010-1700-417.34-05 010-3300-431.34-05 17.50 17.50 44.50 37.00 116.50 80596 6/22/2007 I.b. reprographics 76452 76483 76925 77210 7007, 7012 bond 24 x 36 7007, 7012 bond 24 x 36 7007, 7012 bond 24 x 36 7007, 7012 bond 24 x 36 199-9999-425.40-01 199-9999-425.40-01 199-9999-425.40-01 199-9999-425.40-01 11.76 8.08 37.70 112.30 169.84 80597 6/22/2007 leoc inc REQUEST 061407 Water deposit refund 050-0000-229.08-70 119.82 119.82 80598 6/22/2007 J & r concrete prod. inc. 32327 W6b concrete cover 050-9000-450.33-30 84.05 84.05 80599 6/22/2007 Jackson, roger REQUEST 061807 Reimb oper gr t2 license 050-9000-450.31-20 60.00 60.00 80600 6/22/2007 James w. unland & associates 19673 Printing 24 x 36 199-9999-425.40-01 52.50 52.50 80601 6/22/2007 Johnson machinery SW000120138 SW000120138 Seg 90, filter, labor Seg 90, filter, labor 010-4150-410.33-50 010-4140-410.33-50 745.34 200.00 945.34 80602 6/22/2007 Jon's flag & poles, inc. F57946 3' x 5' us flag 010-4150-410.33-30 463.33 463.33 80603 6/22/2007 Kammeyer & associates inc. 6830M 6848G 6849G 6850G 6851 G 6852G 6853G 6855G 6857G 6858G 6859G Landscape srvc march 07 Landscape srvcs april 07 Landscape srvcs april 07 Landscape srvcs april 07 Landscape srvcs april 07 Landscape srvcs april 07 Landscape srvcs april 07 Landscape srvcs april 07 Landscape srvcs april 07 Landscape srvcs april 07 Landscape srvcs april 07 010-3300-431.30-90 065-0000-201.06-20 065-0000-201.06-20 065-0000-201.06-20 065-0000-201.06-20 065-0000-201.06-20 065-0000-201.06-20 065-0000-201.06-20 065-0000-201.06-20 065-0000-201.06-20 065-0000-201.06-20 9,240.00 770.00 660.00 660.00 3,520.00 1,980.00 2,090.00 2,640.00 1,870.00 2,530.00 2,310.00 28,270.00 80604 6/22/2007 Landmark site contractors corp. 05565 05566 05566 Change order Construction 4' sidewalk 10% retention withheld 199-9999-425.40-01 199-9999-425.40-01 199-0000-210.20-25 9,148.00 9,791.58 -979.16 17,960.42 Page 12 City of San Jacinto Warrant Register 07/05/2007 Check Number Check Date VendorName Invoice Number Description Account Number Transaction Amount Check Total 80605 6/22/2007 Lennar homes REQUEST 061307 Credit balance refund 050-0000-308.09-10 39.64 39.64 80606 6/22/2007 Logical designs, inc. 9098 Ibm 1 yr maintenance 010-1400-414.34-05 1,850.00 1,850.00 80607 6/22/2007 Lori matley REQUEST 061407 Water deposit refund 050-0000-229.08-70 65.11 65.11 80608 6/22/2007 Mc call's meter sales & service 14248 1-3/4" sensus meter 050-9000-450.33-30 28.00 28.00 80609 6/22/2007 Mccullough, lisa REQUEST 061107 REQUEST053107 Digital camera/wal-mart 5/17, 18, 21, 22, 23, 31 096-1700-417.40-45 096-1700-417.31-15 283.85 44.28 328.13 80610 6/22/2007 Mission uniform services, inc. 17945303 17946197 17947951 Floor mats Floor mats Floor mats 010-7400-425.33-10 010-7400-425.33-10 010-1400-414.33-10 26.68 26.68 19.59 72.95 80611 6/22/2007 Moss bros.ford 060807 F-550 p/u chassis 010-4150-410.40-45 33,086.97 33,086.97 80612 6/22/2007 Mulcock, barry REQUEST 012407 REQUEST 012407 Tuition, parking reimb. Registration fee reimb. 010-2500-425.31-20 010-2500-425.31-20 90.00 60.00 150.00 80613 6/22/2007 National auto glass 8387 Front window tinting 010-1400-414.33-10 314.00 314.00 80614 6/22/2007 Overnight industrial 35885 35958 Paper towels, liners Brass handle, gloves 010-2500-425.21-10 010-7101-410.21-80 95.95 21.66 117.61 80617 6/22/2007 Pacific coast landscape (dba) 112 112 112 112 112 112 112 112 112 112 112 112 112 112 Landscape 5/21- 6/20/2007 Landscape 5/21- 6/20/2007 Landscape 5/21- 6/20/2007 Landscape 5/21- 6/20/2007 Landscape 5/21- 6/20/2007 Landscape 5/21- 6/20/2007 Landscape 5/21- 6/20/2007 Landscape 5/21- 6/20/2007 Landscape 5/21- 6/20/2007 Landscape 5/21- 6/20/2007 Landscape 5/21- 6/20/2007 Landscape 5/21- 6/20/2007 Landscape 5/21- 6/20/2007 Landscape 5/21- 6/20/2007 010-7100-410.34-05 025-7250-410.34-05 301-8831-500.34-05 304-8831-500.34-05 306-8831-500.34-05 309-8831-500.34-05 315-8831-500.34-05 316-8831-500.34-05 317-8831-500.34-05 352-8831-500.34-05 302-8831-500.34-05 310-8831-500.34-05 333-8831-500.34-05 334-8831-500.34-05 820.62 2,218.67 600.00 205.05 332.51 1,133.57 197.72 95.72 151.14 45.00 458.48 1,049.46 610.70 379.47 26,700.00 Page 13 City of San Jacinto Warrant Register 07/05/2007 Check Number Check Date VendorName Invoice Number Description Account Number Transaction Amount Check Total 80617... 6/22/2007... Pacific coast landscape (dba)... 112 112 112 112 112 112 112 112 112 112 112 112 112 Landscape 5/21- 6/20/2007 Landscape 5/21- 6/20/2007 Landscape 5/21- 6/20/2007 Landscape 5/21- 6/20/2007 Landscape 5/21- 6/20/2007 Landscape 5/21- 6/20/2007 Landscape 5/21- 6/20/2007 Change order #1 Change order #2 Change order #3 Change order #'l Change order #5 Cnh homes "j" irrigation 335-8831-500.34-05 336-8831-500.34-05 337-8831-500.34-05 339-8831-500.34-05 342-8831-500.34-05 025-7252-410.34-05 010-7100-410.34-05 307-8831-500.34-05 303-8831-500.34-05 305-8831-500.34-05 332-8831-500.34-05 329-8831-500.34-05 309-8831-500.34-05 432.83 498.05 278.67 545.48 213.45 6,046.89 2,236.52 2,450.00 1,800.00 1,000.00 1,425.00 1,275.00 200.00 26,700.00... 80618 6/22/2007 Paetec communications, inc. 5120558 Communication services 010-3100-431.35-16 1,171.31 1,171.31 80619 6/22/2007 Patton automotive 020263 Window regulator 010-3300-431.33-50 532.12 532.12 80620 6/22/2007 Perma 060507 060507 W/c 1st qtr deposit Gen. liab. 07/08 deposit 018-0000-103.12-39 020-2200-419.37-05 28,682.50 117,058.00 145,740.50 80621 6/22/2007 Pierce plumbing, inc. 34525 Druding park 010-4150-410.33-30 11.55 11.55 80622 6/22/2007 Pip printing 93071 92977 Tract 28224 24 x 36 Retail opport book -color 010-1700-417.21-10 096-1700-417.21-10 1.16 872.90 874.06 80623 6/22/2007 Pju telecomm, inc. 15112 Change names on 3 mailbox 010-2500-425.33-30 108.15 108.15 80624 6/22/2007 Press enterprise 3528137 3537702 3551086 3553674 3553675 3543290 3543291 3543292 Advertising Advertising Advertising Advertising Advertising Advertising Advertising Advertising 010-1700-417.36-25 010-1210-412.36-25 010-1210-412.36-25 010-1210-412.36-25 010-1210-412.36-25 026-0000-229.07-00 026-0000-229.07-00 102-1400-500.30-90 77.70 637.76 761.79 787.25 761.79 124.45 130.50 156.35 3,437.59 Page 14 City of San Jacinto Warrant Register 07/05/2007 Check Number Check Date VendorName Invoice Number Description Account Number Transaction Amount Check Total 80625 6/22/2007 Prill, tom REQUEST 061507 REQUEST 061507 Mileage, hotel fee Reimb. mileage, copy cafr 010-1400-414.31-20 010-1400-414.31-20 69.52 40.58 110.10 80626 6/22/2007 Property mgmt plus, Iis REQUEST 061307 Credit balance refund 050-0000-308.09-10 64.77 64.77 80627 6/22/2007 Quality auto parts D921548 Upper cyl. 056-4150-410.33-50 8.61 8.61 80628 6/22/2007 Rbf consulting 7040886 Prof srvcs april 2007 010-1700-417.30-90 16,413.72 16,413.72 80629 6/22/2007 Regional conservation authority REQUEST 060407 Mshcp fees may 2007 065-0000-201.08-81 76,231.80 76,231.80 80631 6/22/2007 Reliable TB905400 TB905400 TB905400 ZBX39900 ZBX39900 ZBX39900 ZB728800 ZB728800 ZB728800 ZB729901 ZC517201 ZC517200 ZC517200 ZC517202 Ltr end Iamin fld, paper Ltr end Iamin fld, paper Ltr end lamin fld, paper Inkjet cart, dr400 drum Inkjet cart, dr400 drum Inkjet cart, dr400 drum Hgn fld,index tabs, envel Hgn fld,index tabs, envel Hgn fld,index tabs, envel Paper Completed stamp Shredder, paper, misc. Shredder, paper, misc. Cascade copy paper 010-1700-417.21-10 010-3300-431.21-10 010-3320-431.21-10 010-2500-425.21-10 096-1700-417.21-10 010-1700-417.21-10 010-1700-417.21-10 010-3300-431.21-10 096-1700-417.21-10 010-2500-425.21-10 010-3300-431.21-10 010-2500-425.21-10 010-3320-431.21-10 010-2500-425.21-10 11.87 118.77 7.74 165.36 124.87 123.98 42.61 34.47 158.35 37.01 11.28 348.11 125.69 5.81 1,315.92 80632 6/22/2007 Reliable YZQ02200 TB666100 FQ472500 FQ472800 Liq pap, mic pen,Izr lab Hp 78 ink cart. #45 crt, exp pock, labels Bc x9000 copy paper 010-7400-425.21-10 010-4100-410.21-10 010-4100-410.21-10 010-2500-425.21-10 73.21 53.85 209.27 194.90 531.23 80633 6/22/2007 Rha landscape architects, inc. 307016 Sj design guidelines 010-1700-417.30-90 3,082.50 3,082.50 80634 6/22/2007 Riverside county community health HS0000001902 Animal control, may 2007 010-3320-431.34-05 13,844.83 13,844.83 80635 6/22/2007 Riverside county office of 6601 Assessor maps 010-1700-417.21-10 63.00 63.00 80636 6/22/2007 Riverside county sheriffs SH0000007070 Contract 7/01/06-1/03/07 010-3100-431.34-05 102,334.77 102,334.77 80637 6/22/2007 Riverside, county of 042007 Map recording fee mar 07 033-0000-229.07-00 9.00 63.00 Page 15 City of San Jacinto Warrant Register 07/05/2007 Check Number Check Date VendorName Invoice Number Description Account Number Transaction Amount Check Total 80637... 6/22/2007... Riverside, county of... 042007 042007 042007 042007 042007 042007 Map recording fee mar 07 Map recording fee mar 07 Map recording fee mar 07 Map recording fee mar 07 Map recording fee mar 07 Map recording fee mar 07 700-0000-229.07-00 700-0000-229.07-00 700-0000-229.07-00 700-0000-229.07-00 700-0000-229.07-00 700-0000-229.07-00 9.00 9.00 9.00 9.00 9.00 9.00 63.00... 80638 6/22/2007 Riverside, county of 053107 Jan 1 thru march 31, 2007 010-2500-425.34-05 1,704.53 1,704.53 80639 6/22/2007 Riverside, county of 90088-0705 Tech support 010-2500-425.34-20 23,471.74 23,471.74 80640 6/22/2007 Riverside, county of 07-20601 Excel st intermediate 010-1400-414.31-20 110.00 110.00 80641 6/22/2007 Rk engineering group, inc. 200705019 Prof srvcs may 2007 199-9999-425.40-01 1,105.00 1,105.00 80642 6/22/2007 Rosenow spevacek group inc. 0019715 Prof srvcs may 2007 099-1700-417.34-05 1,917.15 1,917.15 80643 6/22/2007 San jacinto petty cash, city of REQUEST 061507 REQUEST 061507 REQUEST 061507 REQUEST 061507 REQUEST 061507 REQUEST 061507 REQUEST 061507 REQUEST 061507 Park rivside co 4/27/07 Park rivside co 04/30/07 Park rivside co 5/3/07 Lunch training, d, barba Lunch training, d, huster Lunch training, s, ortiz Park rivside co 6/7/07 Levee committee meeting 010-1700-417.31-20 010-1200-412.31-20 010-1700-417.31-20 010-3300-431.31-20 010-3300-431.31-20 010-3300-431.31-20 010-1700-417.31-20 010-4100-410.21-10 2.25 2.25 2.25 9.68 9.68 9.89 4.50 7.98 48.48 80644 6/22/2007 San jacinto petty cash, city of REQUEST 061907 REQUEST 061907 REQUEST 061907 REQUEST 061907 REQUEST 061907 REQUEST 061907 REQUEST 061907 REQUEST 061907 REQUEST 061907 REQUEST 061907 Cham of comm power lunch Amer leg public safe meet Stater bros-office supply Code update meeting Parking meeting Lunch/code enforce train Lunch/police fire expo Public works parts Lunch/street div training Inld emp desert chpt meet 010-1200-412.31-20 010-1200-412.31-20 010-1400-414.21-10 010-1700-417.31-20 010-1700-417.31-20 010-3300-431.31-20 010-3300-431.31-20 010-4150-410.33-30 010-4150-410.31-20 010-4150-410.31-20 20.00 13.00 11.84 9.24 3.75 18.30 14.28 6.36 23.27 20.00 191.87 Page 16 City of San Jacinto Warrant Register 07/05/2007 Check Number Check Date VendorName Invoice Number Description Account Number Transaction Amount Check Total 80644... 6/22/2007... San jacinto petty cash, city of... REQUEST 061907 REQUEST 061907 Lun-rivside safety train Toll road, gas 010-4150-410.31-20 096-1700-417.31-15 33.33 18.50 191.87... 80645 6/22/2007 Selena ellison REQUEST 061407 Water deposit refund 050-0000-229.08-70 32.29 32.29 80646 6/22/2007 Smart & final 6092 Kitchen supplies 010-2500-425.21-10 170.54 170.54 80647 6/22/2007 Southern california edison REQUEST 061907 REQUEST 061907 REQUEST 061907 REQUEST 061907 REQUEST 061907 REQUEST 061907 REQUEST 061907 Electricity service Electricity service Electricity service Electricity service Electricity service Electricity service Electricity service 010-2500-425.35-14 010-3200-431.35-14 010-4150-410.35-14 025-7250-410.35-14 025-7260-410.35-14 050-9000-450.35-14 305-8831-500.35-14 1,854.89 689.86 75.24 53.27 125.41 463.21 168.49 3,430.37 80648 6/22/2007 Staples credit plan - ch 36435 Office supplies 010-1700-417.21-10 225.01 225.01 80649 6/22/2007 Stater bros 1210501 1210503 Groceries Groceries 010-4100-410.21-10 010-4100-410.21-10 13.97 33.85 47.82 80650 6/22/2007 Stetson engineers inc. 16045 Prof srvcs april 2007 050-9000-450.30-90 1,239.31 1,239.31 80651 6/22/2007 Steve quintana REQUEST 061307 Credit balance refund 050-0000-308.09-10 122.02 122.02 80652 6/22/2007 Subbarayan krishnan, m.d. FRADA00 2229 Dmv phys, d. franklin 010-1400-414.30-90 67.00 67.00 80653 6/22/2007 Sunrise air conditioning, inc. 19981 19982 Install new contactor Cleared coil on heat pump 010-1700-417.33-10 010-1700-417.33-10 177.87 79.00 256.87 80654 6/22/2007 Superior ready mix concrete 194393 032707 CREDIT 032707 CREDIT 194757 198186 24.50 tn crushed rock Overpayment ck # 79449 Overpayment ck # 79449 52.02 tn washed concrete Ruber boot w/buckle 010-7100-410.34-05 010-4140-410.33-30 010-4150-410.33-30 010-7100-410.34-05 010-4140-410.21-35 598.19 -32.25 -32.24 1,330.27 26.94 1,890.91 80655 6/22/2007 Tep 667 Report analy, srvcs 5/07 199-9999-425.40-01 10,762.00 10,762.00 80657 6/22/2007 Tri-lake consultants, inc. 5391 5391 5392 5390 Prof srvcs 4/28-6/08/07 Prof srvcs 4/28-6/08/07 Prof srvcs 4/28-6/08/07 Prof srvcs 4/28-6/8/2007 010-1700-417.30-90 065-0000-201.08-10 010-1700-417.30-90 010-4100-410.30-90 14,670.00 1,665.00 2,368.80 9,797.74 97,575.52 Page 17 City of San Jacinto Warrant Register 07/05/2007 Check Number Check Date VendorName Invoice Number Description Account Number Transaction Amount Check Total 80657... 6/22/2007... Tri-lake consultants, inc.... 5393 5395 5396 5397 5398 5399 5400 5401 5402 5403 5404 5405 5406 Prof srvcs 4/28-6/8/2007 Prof srvcs 4/28-6/8/2007 Prof srvcs 4/28-6/8/2007 Prof srvcs 4/28-6/8/2007 Prof srvcs 4/28-6/8/2007 Prof srvcs 4/28-6/8/2007 Prof srvcs 4/28-6/8/2007 Prof srvcs 4/28-6/8/2007 Prof srvcs 4/28-6/8/2007 Prof srvcs 4/28-6/8/2007 Prof srvcs 4/28-6/8/2007 Prof srvcs 4/28-6/8/2007 Prof srvcs 4/28-6/8/2007 199-9999-425.40-01 199-9999-425.40-01 199-9999-425.40-01 199-9999-425.40-01 199-9999-425.40-01 199-9999-425.40-01 199-9999-425.40-01 199-9999-425.40-01 199-9999-425.40-01 199-9999-425.40-01 199-9999-425.40-01 010-4100-410.30-90 199-9999-425.40-01 2,322.50 34,731.18 270.00 1,276.10 8,544.60 522.50 80.00 95.00 701.90 1,827.46 14,287.74 440.00 3,975.00 97,575.52... 80658 6/22/2007 Union bank - corporate trust div. 3 Adm bill june 07-may 08 097-9700-470.30-90 1,908.00 1,908.00 80659 6/22/2007 Valley wide recreation 061107 Oper of sallee park pool 010-8400-425.34-05 4,833.34 4,833.34 80660 6/22/2007 Valley wide recreation REQUEST 061307 P.a.l. pr reimb may 07 029-8660-410.30-12 2,547.54 2,547.54 80661 6/22/2007 Verizon california REQUEST 061907 REQUEST 061907 REQUEST 061907 REQUEST 061907 REQUEST 061907 Telephone service Telephone service Telephone service Telephone service Telephone service 010-3100-431.35-16 010-6100-425.35-16 025-7252-410.35-16 050-9000-450.35-16 068-3100-431.40-45 44.10 43.36 29.39 77.08 180.44 374.37 80662 6/22/2007 Vista paint 52029899 Graffiti remover, sprayer 010-7100-410.33-10 93.22 93.22 80663 6/22/2007 Western riverside council REQUEST 060407 Tumf fees may 2007 065-0000-201.08-80 45,110.26 45,110.26 80664 6/22/2007 Western star termite & pest 0020776 Pest control service 010-7400-425.34-05 88.00 88.00 80665 6/22/2007 Williams, randy REQUEST 051807 REQUEST 060707 REQUEST 062007 Reimb supplies icsc Reimbursement for fuel Reimbursement for fuel 096-1700-417.21-10 096-1700-417.31-20 096-1700-417.31-20 263.17 17.08 142.18 422.43 80666 6/22/2007 Xerox corporation 024765694 025345448 Lease, april 2007 Lease, may 2007 010-7400-425.34-05 010-3300-431.34-05 211.22 390.56 3,152.33 Page 18 City of San Jacinto Warrant Register 07/05/2007 Check Number Check Date VendorName Invoice Number Description Account Number Transaction Amount Check Total 80666... 6/22/2007... Xerox corporation... 025542041 Lease, may 2007 010-2500-425.34-05 2,550.55 3,152.33... Total Checks 1,112,448.83 Page 19 MINUTES REGULAR MEETING OF THE SAN JACINTO CITY COUNCIL JUNE 20, 2007, 7:00 p.m. San Jacinto Unified School District Board Room 2045 South San Jacinto Avenue, San Jacinto, California 1. ORGANIZATION 1.1 Call to Order Mayor Jim Ayres called the regular meeting of the San Jacinto City Council to order at 7:00 p.m. 1.2 Roll Call Present: Jim Ayres, Chris Carlson, John Mansperger, Robert Ritchie, Dale Stubblefield Absent: None Assistant City Manager Tim Hults present for City Manager Barry McClellan. 1.3 Invocation Chaplain Bob Newberry gave the invocation. 1.4 Pledge of Allegiance Girl Scout Troop 917 presented the colors and led the Pledge of Allegiance. 1.5 Special Presentations 1.5.1 Business Spotlight of the Month — House of Portraits / Recipient Greg Adams / Economic Development Specialist Economic Development Specialist Randy Williams highlighted the House of Portraits reporting that the average family spends between $300 to $500 for family pictures. Mr. and Mrs. Greg Adams have been running the business for the past 10 years, which originally was started by his father. Mayor Ayres read the plaque and presented it to them. Greg and Lynn Adams stated that this has been the fourth move in the family, and so far it has been the best one. Mr. and Mrs. Adams thanked the city council. 2. PUBLIC COMMENTS: None City Council Minutes June 20, 2007 Page 2 of 11 3. CONSENT CALENDAR 3.1 Warrants at June 20, 2007 / Approve / Finance Director 3.2 Minutes May 17, 2007 / Regular Meeting / Approve / City Clerk 3.3 June 7, 2007 / Regular Meeting / Approve / City Clerk 3.4 Ordinance No. 07-11 / Approve 2nd reading of Ordinance No. 07-11 / An Ordinance approving General Plan Amendment 01-07 and by further motion read by title only: An Ordinance of the City Council of the City of San Jacinto, California, Approving a Change of Zone from Single -Family Residential (R-1) to Two -Family Residential-PUD (R-2-PUD), on the West Side of Kirby Street Approximately 660 Feet North of Esplanade Avenue 3.5 Release of Bonds — Tract 30770 — Pacific Trades Construction & Development Inc / City Engineer a) Release in full the labor and performance bonds FTM 30770 b) Direct city clerk to notify developer and surety company c) Direct Special Districts and Public Works Departments to assume maintenance responsibility for associated subdivision infrastructure 3.6 Professional Services Agreement withy URS Corporation for Water Quality Management Plan (WQMP) Review / Approve and authorize city manager to execute agreement / Assistant City Manager 3.7 Agreement with the City of Canyon Lake for exchange of STP Grant Funds in the amount of $50,737 / Approve and authorize city manager to execute agreement / City Manager 3.8 Credit / Reimbursement Agreement Tract 33340 for Traffic Signal Upgrade / Approve and authorize city manager to execute agreement / City Engineer 3.9 Resolution No. 3074 / A Resolution establishing a $1,000 reward for the arrest and conviction of defendant responsible for vandalism or graffiti / Approve and Adopt / City Attorney 3.10 Cooperation Agreement for Sallee Pool Maintenance with Valley Wide Recreation District / Approve and authorize city manager to execute / City Manager City Council Minutes June 20, 2007 Page 3 of 11 Vice Mayor Carlson noted she is abstaining from voting on Agenda Items 3.3 and 3.4. Council Member Mansperger pulled Agenda Item 3.2. M/S/C (Stubblefield / Mansperger) moved to approve the balance of the Consent Calendar as presented. Motion carried 5/0. Present: Carlson, Mansperger, Ritchie, Stubblefield, Ayres Nays: None Absent: None Abstain: None 3.2 Minutes May 17, 2007 / Regular Meeting / Approve / City Clerk M/S/C (Stubblefield / Ritchie) moved to approve Agenda Item 3.2 with the correction of adding Council Member Ritchie to the role call. Motion carried 4/0. Present: Carlson, Mansperger, Ritchie, Stubblefield, Ayres Nays: None Absent: None Abstain: None 3.3 June 7, 2007 / Regular Meeting / Approve / City Clerk M/S/C (Stubblefield / Ritchie) moved to approve Agenda Item 3.3. Motion carried 4/0. Present: Mansperger, Ritchie, Stubblefield, Ayres Nays: None Absent: None Abstain: Carlson 3.4 Ordinance No. 07-11 / Approve 2nd reading of Ordinance No. 07-11 / An Ordinance approving General Plan Amendment 01-07 and by further motion read by title only: An Ordinance of the City Council of the City of San Jacinto, California, Approving a Change of Zone from Single -Family Residential (R-1) to Two -Family Residential-PUD (R-2-PUD), on the West Side of Kirby Street Approximately 660 Feet North of Esplanade Avenue M/S/C (Stubblefield / Ritchie) moved to approve Agenda Item 3.4. Motion carried 4/0. Present: Mansperger, Ritchie, Stubblefield, Ayres Nays: None City Council Minutes June 20, 2007 Page 4 of 11 Absent: None Abstain: Carlson Mayor Ayres recessed the regular meeting and opened the special meeting at 7:26 p.m. Mayor Ayres reconvened the regular meeting at 8:27 p.m. 4. PUBLIC HEARING 4.1 Public Hearing - Landscaping, Lighting, and Park District No. 2 (LLPD No. 2) Annexation No. 69 — Calvary Chapel — APNs 431-180-060 & 431- 180-068) / City Attorney a) Resolution No. / A Resolution initiating proceedings for the Annexation of property into LLPD No 2 — Annexation No. 69 / Approve and Adopt b) Resolution No. / A Resolution approving the Engineer's Report for Annexation No. 69 into LLPD No. 2 / Approve and Adopt c) Resolution No. / A Resolution declaring intention to annex property into LLPD No. 2 — Annexation No. 69 / Approve and Adopt d) Public Hearing / At the conclusion of the public hearing if the City determines that a majority protest does not exist, by motion approve the certification of the election results for adding certain property into LLPD No 2 known as Annexation No. 69 / Approve and Adopt Resolution No. / A Resolution ordering annexation of territory into LLPD No. 2 and levying assessments This item was continued to July 5, 2007. 4.2 Public Hearing - Landscaping, Lighting, and Park District No. 2 (LLPD No. 2) Annexation No. 74 — State Tree Property Holdings LLC aka Ramona Crossings Tract 34643 — APN 434-070-038 // City Attorney a) Resolution No. / A Resolution initiating proceedings for the Annexation of property into LLPD No 2 — Annexation No. 74 Approve and Adopt b) Resolution No. / A Resolution approving the Engineer's Report for Annexation No. 74 into LLPD No. 2 / Approve and Adopt c) Resolution No. / A Resolution declaring intention to annex property into LLPD No. 2 — Annexation No. 74 / Approve and Adopt d) Public Hearing / At the conclusion of the public hearing if the City determines that a majority protest does not exist, by motion approve the certification of the election results for adding certain property into LLPD No 2 known as Annexation No. 74 / Approve and Adopt Resolution No. / A Resolution ordering annexation of territory into LLPD No. 2 and levying assessments Continued to July 5, 2007. City Council Minutes June 20, 2007 Page 5 of 11 Council Member Ritchie left the dais at 8:30 p.m. 5. STAFF REPORTS 5.1 Presentation by Verizon regarding construction scheduling for new subdivisions / Verizon Network Engineering Manager Mike Riley This item was continued to a date undetermined. 5.2 Idyllwild Drive One -Way Study / Receive and file / Direct staff as appropriate / City Engineer Assistant City Engineer Skaugset gave the staff report and introduced Mr. Craig Neustaedter, TEP Consulting and Traffic Engineer. Mr. Neustaedter stated that in late May there was a proposal for traffic flows from Idyllwild Avenue traffic to be one-way. Engineering has alternatives they reviewed and asked for comments from the city council. Upon review, engineering will bring back the recommendations for finalization. Mayor Ayres stated that he wants the improvements to be made before San Jacinto High School resumes classes in the fall. Mr. Neustaedter gave the PowerPoint presentation. (Copy of the PowerPoint presentation is available at the city clerk's office.) Council Member Ritchie returned to the dais at 8:34 p.m. Mayor Ayres questioned the intersection studies for signalization and what was originally thought that Tiger and Ramona needed a signal, but realizes now that Tiger and Idyllwild warrants a signal as well. Mr. Neustaedter replied that the signalization will be warranted by 2010 due mostly because of the high school traffic. Mayor Ayres asked, if the city takes the one way portion of the road east from State Street to Tiger Lane, what will the signal look like? Mr. Neustaedter replied by explaining the displayed geometry graphs of the intersection and adding that those will determine the placement of the intersection. Mr. Neustaedter continued: He noted parents that are picking up and dropping off their children at the high school are making a clockwise pattern during peak hours. The kids are exiting vehicles on the passenger side, this supports a one way street. An EIR was prepared for the high school expansion and revealed there are 3,200 vehicle trips a day with 3,000 students that increases up to over 5,000. He added that the Monte Vista Middle School expansion increases the vehicle trips, also. Mr. Neustaedter reviewed the traffic volume shifts as a result of circulation City Council Minutes June 20, 2007 Page 6 of 11 analysis. He made suggestions for streets and intersections and no parking on the street. Chief of Police Kevin Vest replied in regards to no parking that that would mean the person has to stay with the vehicle and added that this would deal more with flow issues than ticketing and the police department can't do it everyday. Vice Mayor Carlson stated that the high school needs to be working on this matter as well. Council Member Ritchie added that parents drop off their children everywhere on the street and believes the city needs better designs for the traffic. He also questioned what type of tickets would be issued. He suggested city council could raise the fee for parking, if officers issued parking tickets versus impeding traffic tickets. Council Member Mansperger suggested yellow curbing and making a better traffic pattern solution, not just higher tickets. Council Member Ritchie commented that parents don't seem to respond until it hits their pocket book. Council Member Mansperger commented that the high school needs to make a difference and be involved. Mayor Ayres commented that the school district will take recommendations from the city council. He added that the high school's graduating classes have increased from 160+ in the 1960s to over 700 now. He likes the one way but is concerned about the control. Vice Mayor Carlson believes that traffic enforcement needs to be by the city and the high school. Chief Vest replied that they are looking at the parking issue on Idyllwild. The school keeps adding students, but there is not enough parking being added and the school does not have a permit process. If the school had a permit process to include parent's permission and insurance for a vehicle, that would eliminate some of the overcrowding parking issues. Vice Mayor Carlson wants to see if there are other options, such as, the bussing program that Moreno Valley implemented. They worked with RTA to bus the kids to school. Mr. Neustaedter confirmed that he works with Rancho Verde and that is what they have done. Mr. Neustaedter continued with discussion of parking, the Tiger one-way section and the right -turn lane option. He added that there is sufficient width without striping that requires 12 to 14 feet. City Council Minutes June 20, 2007 Page 7 of 11 Council Member Stubblefield said he had dialogue with the school and believes they will be willing to work with the City. He added that the school was hesitant to give a turn lane. The City Council concurred the high school is going to have to give in to get the improvements. Mayor Ayres commented that he likes the one-way idea for Tiger Lane. Assistant Engineer Skaugset reviewed the second suggestion being a right -turn pocket going north and south bound. However, he added that it takes away parking in the pocket area, which is residential. It could be physically improved by pushing it over five to six feet, but it gets pricey. Council Member Ritchie added that the city needs a sidewalk of the same width to support foot traffic during peak hours. He also suggested limiting the parking to one side of the street only. Mayor Ayres noted he doesn't expect any financial assistance from the school district. Vice Mayor Carlson questioned where the foot traffic was. Mr. Neustaedter replied that they did not do any pedestrian counts; however, he did observe it to be higher on Tiger Lane. She asked if the foot traffic is on Idyllwild or Ramona, then does Ramona and State need to be reconfigured? Assistant Engineer Skaugset replied there would be a very short right -turn pocket. He further noted that with the money from Highway 79, engineering will be looking at improving the length and width at the pocket. There needs to be a left turn with a protected arrow, which is an inexpensive fix. Engineering has already begun looking at it. Mayor Ayres said that the city has the money and the design: It is just a matter of ordering the poles. Mr. Neustaedter continued, noting a suggestion by Assistant City Manager Hults, regarding realigning Idyllwild west of Eagle Drive to draw the street further to the south to create a greater separation from State Street and Ramona Expressway. Right now the current alignment is within 500 feet of Ramona Expressway. In the long term, there will be challenges to make the signal work and to maximize flow of traffic because of the tight spacing of the signals. If the intersection could be moved further south, it would be helpful. Vice Mayor Carlson questioned if this was the southeast corner of Ramona that the Predevelopment Subcommittee had talked about. Assistant City Manager Hults said the suggestions would be to "T" Idyllwild into Eagle and take Eagle and curve it into State Street to expand that property for commercial opportunities and make the space larger in that area. Since it is in the RDA project area, there is bond money. City Council Minutes June 20, 2007 Page 8 of 11 Mayor Ayres directed: • Adding sidewalks to north side of Idyllwild Drive. The ponding of water is not healthy there. Assistant Engineer Skaugset replied no right-of-way is required to be purchased there. The city can work in the existing area to resolve that issue. • All signals suggested. City Council concurred. • One-way for Tiger Lane, One way Idyllwild drive and T-bone Eagle. He believes the city cannot wait another year for this because there will be 1,000 additional students this fall. Bond and SR79 money should be able to help pay for this project. • He added that the high school has to participate and directed Chief Vest to explain the project to the school district. • Mayor Ayres directed staff to bring back the amount for parking ticket fee in 30 days. • Mayor Ayres directed staff to bring this item back in 30 days to be placed on the consent calendar. Council Member Ritchie concurred with Mayor Ayres, but added that he would like more thought on Tiger Lane by not allowing cars to park on Tiger during certain hours and is okay with parking on the east side of Tiger Lane. Council Member Mansperger wants to see yellow curbed areas, especially during school hours. 5.3 Sallee Park Restrooms / Discussion and direct staff as appropriate / Public Works Director Public Works Director Mike Emberton gave the staff report, indicating that the restroom at Sallee Park over 40 years old. He believes it has outlived its usefulness and reviewed vandalism and graffiti problems. The clean up for this restroom requires two hours of work and maintenance per week. He noted there are smaller neighborhood parks that have been used positively without restrooms. Mayor Ayres asked how much has been spent on cleaning up the restroom. This past calendar year, $21,840.00 has been spent taking care of the facility. Mayor Ayres asked if the building could be demolished, and if so, what the next step would be? Director Emberton replied that the city would need a permit to demolish, then staff would haul off debris and pay a tipping fee for disposal of the waste. The slab would be capped. It would be an ideal place for a bench. Mayor Ayres concurred. Mayor Ayres concurred and supports demolishing the building as soon as possible. In light of the problems with the Sallee Park restroom, he City Council Minutes June 20, 2007 Page 9 of 11 directed staff to evaluate the restroom building at Mistletoe Park and bring it back to the council as a separate item. Mayor Ayres recessed the regular meeting to consider the agenda of the Redevelopment agency at 9:35 p.m. and reconvened the regular meeting at 9:52 p.m. 6. MAYOR / COUNCIL MEMBER REPORTS / DISCUSSIONS 6.1 Committee and Subcommittee Agendas / Receive and File / City Clerk 6.2 Council Member Reports Council Member Ritchie reported: • Commented he would like to see a higher parking ticket fine. • Asked to have a Tribal Subcommittee meeting scheduled on the mayor's non -work Fridays. Vice Mayor Carlson reported: • There will be a tour of Park Hill that is being coordinated by the developer Council Member Mansperger reported: • Saturday, June 23`d, is a scheduled clean up day. • Beautification Subcommittee is planning on meeting once a month. • Historic Preservation Subcommittee - regarding the Estudillo Mansion Committee - they brought historical items back from the similar Estudillo Mansion, off of Gilman Hot Springs Road, for display at the museum and/or use in the city's Estudillo Mansion. • Attended meeting for the Ramona Bowl noting that concert numbers were up for the Ramona Pageant and suggested bringing in concerts for younger kids. • Historic Preservation Committee met and are discussing naming a park after Elizabeth Haugen's husband, Michael Haugen. Staff will bring this item to council on July 5th • There will be a Special Events Subcommittee Meeting on July 18th at 2:00 p.m. to consider other names for parks. He suggested ordering monumentations at one time, to save money. • Was one of the judges at City Queens' Pageant. • Attended Public Safety Expo. He suggested to have it at the Wal-Mart parking lot next year for more exposure and location convenience. Council Member Stubblefield reported: • Attended the RCA and WRCOG meetings. The City of Riverside is presenting a Bill 724, which empowers local communities to inspect group home facilities. They are asking for support. City Council Minutes June 20, 2007 Page 10 of 11 • The Beautification Subcommittee met and they will continue to meet every 3rd Monday in the morning. They will be targeting small areas around the city to make it beautiful, i.e. Victoria Street. They are considering bringing back the idea of utilizing public interest groups for beautification projects. • Tomorrow night is the WRCOG General Assembly Meeting at Morongo. Mayor Ayres reported: • Council Member Mansperger will cover the RTA meeting • Complimented Police and Fire Chiefs for their successful safety expo • Sent correspondence to San Jacinto Community College and EMWD for joint meetings in September or October. Suggested a meeting with the tribe as well. • Attended the dedication of the Sanderson and Esplanade Plaza. The Bull Pen restaurant opening is in August. • He expects the new Miss San Jacinto, Cinthia Chavez, to do a lot for the city this year. • 4th of July celebration, Council Member Mansperger will be the lead. Council Member Mansperger added that there will be a dunk tank and he has volunteered to sit in it. He challenged the other council members to sit in the dunk tank. Vice Mayor Carlson and Council Member Ritchie volunteered to participate. He also challenged the staff. Mayor Ayres continued his report: • DBN did plaque marking the history of valley on corner of the Sanderson and Esplanade shopping center in honor of the Williamson family that owned the property there. • Attended the neighborhood public meeting at the West San Jacinto Fire Station. There were approximately 200 people attending with lots of questions. At least �/2 were made from D.R. Horton in regards to promises made and not told to the council such as one of the dairies were leaving and told the public they were not. Their concerns consisted of: 1. Speed humps 2. Adding a fence to the soccer area 3. The drainage basin issue, some input from the community that it could be adjusted by monitoring people's runoff from sprinklers 4. A sound wall for Highway 79 5. Questions in regard to the high number of foreclosures, which is something the city can't do anything about. 6. Another meeting with D.R. Horton in attendance. The proposed date is the second Tuesday in August which is the 14tn City Council Minutes June 20, 2007 Page 11 of 11 • Requested City Attorney Ballinger to bring review issue of no smoking in parks and an anti -scavenging ordinance • Two items to be brought back: 1. Noise ordinance 2. Group home ordinance • Special Events Subcommittee discussed a San Jacinto 120 year birthday, which will host a series of events over a period of five days in April of 2008. Mayor Ayres recessed the regular meeting at 10:17 p.m. and reconvened in closed session at 10:20 p.m. 7. CLOSED SESSION 7.1 CONFERENCE WITH REAL PROPERTY NEGOTIATORS Property: Riverside County Assessor Parcel Nos. 437-076-013 and 437- 076-014 Agency negotiator: Barry McClellan, City Manager Negotiating parties: Graciella C. Cruz Under negotiation: Price and Terms" No reportable action. 8. ADJOURNMENT Having no further business before the Council, Mayor Ayres adjourned the meeting at 10:28 p.m. Attest: Dorothy L. Chouinard, City Clerk City of San Jacinto By Jim Ayres, Mayor Approved as read Approved as amended MINUTES SPECIAL MEETING of the SAN JACINTO CITY COUNCIL JUNE 20, 2007, 7:00 p.m. or shortly thereafter San Jacinto Unified School District Board Room 2045 S San Jacinto Avenue, San Jacinto, CA 92583 ORGANIZATION 1.1 Call to Order Mayor Jim Ayres called the special meeting of the San Jacinto City Council to order at 7:26 p.m. 1.2 Roll Call Present: Jim Ayres, Chris Carlson, John Mansperger, Robert Ritchie, Dale Stubblefield Absent: None Assistant City manager Tim Hults present for City Manager Barry McClellan. 2. PUBLIC COMMENTS: None 3. STAFF REPORTS 3.1 Request for Resolution of Support for Liberty Quarry by Granite Construction / staff recommends no action until appropriate environmental document is in place or site is annexed by the City of Temecula / Continued from June 7, 2007 meeting / Assistant City Manager Assistant City Manager Hults gave the staff report, noting Liberty Quarry is requesting support and listed positive potential of the project. He noted that staff did not have the briefing materials that were presented to the city council this evening. He mentioned that the Temecula city staff has expressed some concerns. Staff recommends not supporting this project at this time until further information is available. Gary Johnson, representing Granite Construction Company in Indio, stated that they are not asking for support without the EIR. He is asking for support of the need of aggregate. He gave a PowerPoint presentation about Liberty Quarry and the regional need for aggregate. A copy of the PowerPoint presentation is available at the city clerk's office. City Council Minutes Special Meeting June 20, 2007 Page 2 of 6 During the presentation Mr. Johnson stated that the current capacity of Riverside County's resources are being exported, such as with tonnage agreements. He added that aggregate is used in making concrete and asphalt. It is best have a local source because hauling the aggregate in from other areas increases the cost of construction. He noted that the city's levee and gateway projects will need local sources for aggregate and reviewed the places where it is being transported from. He added that Riverside County will be out of aggregate in 10 years without issuing more mining permits. If this site is approved, it would be the first approved site since 2005 and it would provide 40% of the County's need for more than 75 years. He also stated that approving this site would remove trucks from our roads that are hauling to San Diego though our area from Highway 15 or from the east. Environmentally speaking, the quarry is under stringent dust control guidelines and he showed comparisons to freeways and shopping malls. Mr. Johnson's PowerPoint highlights: • The quarry will ensure protection of wildlife and the habitat in area • There will be 99 on -site high -paying jobs at an average earning of $84,000 annually • Project schedule reviewed • Meets the need in Southern California • There are no negative impacts on surrounding communities • Provides a positive impact for the region • Reduces truck traffic Mr. Johnson thanked the city council and asked if there were any questions. Council Member Ritchie questioned where in Indio the plant is located and what the longevity of the proposed site is. Mr. Johnson replied the facility is on Monroe Street and the length of longevity is 75 years. Public Comments: • Frank Lopez, student at Mount San Jacinto Community College, 41375 Wade Lane, Hemet, supports the Liberty Quarry project because he is a local truck driver. • Marcie Bedoian, Hemet, stated she has been a resident in the valley since 1989. She supports the Liberty Quarry project because the jobs and opportunities that it provides to the community. She believes the impact to the community would not be in anyway negative. • Doug Harwood, 2387 Carlsbad Circle, stated that his family works and lives in this area and the truck traffic reduction will make traffic flow much easier to deal with. He is in support of the quarry. City Council Minutes Special Meeting June 20, 2007 Page 3 of 6 • Tommy Thompson, Building Industry Association (BIA), supports the quarry and stated that aggregate is imperative to building roads and building homes. This local source of aggregate will provide 40 percent of our local need for the next 75 years and believes it is imperative to the County. • Adam Bedoian, student at Mount San Jacinto Community College, 25615 New Chicago Avenue, Apt V, Hemet stated, as a resident he supports anything that would help improves traffic flow. He supports this project. Mayor Ayres asked how long it takes to permit a project like this. Mr. Johnson replied that a facility opening in San Diego County this year first bought rites in 1987, which the process took 20 years. Western Riverside County will be out of aggregate in 16 years. He explained the Environmental Impact Report (EIR) process and the final approval has to go to the Board of Supervisors. Mayor Ayres asked Mr. Johnson to explain to the council as to why Western Riverside County is up in arms about this project. Mr. Johnson indicated there are still the traditional complaints such as traffic and air quality concerns. He stated that there are thousands of trucks a day, as verified by Urban Crossroads, going down Interstate 15 and exiting south of Temecula into San Diego County. This provides adverse consequences to cities in the area. A project that is south of Temecula can go south to Northern San Diego County and thus preventing the trucks from having to go through the county areas they go through now. In regards to complaints of dust plumes, he added, people that live in Indio are within two miles of the facility and do not complain. He described the opposition as uninformed and unwilling to get the facts. He added that the facts and studies are listed on their website. Mr. Johnson recognizes the working relationships that support the project and encourages dialog with the City of San Jacinto, Riverside County, and surrounding areas. He said that the city of Temecula wants to annex the property to stop the project. The County responded that they want to know where the aggregate alternative will come from. Mayor Ayres asked who else has is supporting their project? Mr. Johnson replied: the AGC, the Greater Riverside Chamber of Commerce, The Economic Development Corps and other agencies in San Diego County. He also stated that what they are trying to do is go to other cities and government agencies in the county because it is a regional issue, not a Temecula issue. He added that they are looking for conceptual support of the idea that the region needs more aggregate. Mayor Ayres said he is uncomfortable if San Jacinto is the only city that supports this. He can also vouch that the facility is what Mr. Johnson says it is, because he works near it. City Council Minutes Special Meeting June 20, 2007 Page 4 of 6 Vice Mayor Carlson questioned where the other sites are. Mr. Johnson are looking at other sites in San Diego. Recently an aggregate facility north of Indio expanded their site, with another one going to the County Planning Commission to expand their sites. People are tired of trying to find aggregate facilities within the county and are having a hard time because of closures. Vice Mayor Carlson questioned if he is aware of possible local sites. Mr. Johnson replied to the affirmative. They have a Palm Springs facility that provides local aggregate that ships sand to San Diego. Vice Mayor Carlson questioned for surface mining, are there ongoing operational fees? Mr. Johnson replied only taxes such as property and sales. The county has not taken the position for taxation of aggregate facilities in the county. Vice Mayor Carlson asked why they don't hold off until the draft EIR is done before asking jurisdictions to take a position. Mr. Johnson replied that he believes the cities and government agencies need to know the state of the availability of aggregate and is looking for support for a facility. Vice Mayor Carlson read from proposed draft resolution: The sticking point is No. 2, which is saying the City of San Jacinto supports the Liberty Quarry project. She is not comfortable with that. Mr. Johnson suggested changing the verbiage to say that the City of San Jacinto supports in concept development of a Liberty Quality project. Vice Mayor Carlson reiterated that the statement is still saying that it is being supported without all the information and suggested language change to state the City is supportive based on the EIR completion and decision be based on merits. She believes anything stronger is inappropriate. Mr. Johnson stated why they are coming to the City of San Jacinto is because prior to the project, they addressed the City of Temecula's City Council. Their council is now trying to take control of the project, by annexing the property, which impacts the region. Vice Mayor Carlson stated she does not want San Jacinto to be pulled into Temecula politics. She is okay with her suggested language and emphasized the importance of the project and the support there of to be processed based on merit. Council Member Stubblefield questioned what other projects are pending and when are the hearing dates? Mr. Johnson said there are no hearings but has scheduled briefing dates to get support from almost every city in the County to try to get a resolution for support to get another source of aggregate in the County. Council Member Stubblefield expressed concern about being the lone city supporting this project and would like to know City Council Minutes Special Meeting June 20, 2007 Page 5 of 6 what other cities in the area are hearing about this project. He wants a full EIR to feel more comfortable with the project. Vice Mayor Carlson questioned if they have gone to WRCOG for support. Mr. Johnson replied they are not scheduled to meet with them. Council Member Stubblefield suggested that is a good regional place to start. Mr. Johnson said they will schedule with them after going to the cities. Council Member Ritchie stated he works out in the desert and would like to see the facility. He also questioned what the operational hours were. Mr. Johnson replied the hours are 4:00 a.m. to midnight. Council Member Ritchie noted the City Council has previously passed regulation that trucks can't travel during peak traffic hours, and questioned if alternate hours are something that would help. Mr. Johnson replied they do not truck material, but make the material. They cannot condition when customers come into the facility. Council Member Ritchie asked if they have gone to the Board of Supervisors. Mr. Johnson replied to the affirmative and they stated that they will give it a fair hearing when the item comes before them. Council Member Ritchie inquired if they are able to expand their facility. Mr. Johnson replied geographically they cannot, but can increase the annual production and have asked the county to do that. The facility is 1200 acres. Council Mansperger questioned the scales near the facility if they are on our side. The trucks are weighed on the site and relayed to the CHP. That is how customers are billed. In Indio the scales are on site, but still have to cross the scales because of the long distance. If the materials are taken from Banning or Beaumont, has to go to San Diego, a closer facility would enable the haulers to bypass the scales into the San Jacinto Valley. Mayor Ayres questioned what regulates the trucking. City Attorney Ballinger replied that the city does not have control of what goes through the city. Council Member Mansperger noted a lot of trucks are passing through San Jacinto. He does not have a problem with a quarry, as he believes they do a good job of streamlining. He suggested in addition to the wording to table this item until a later date when more information is available. Council Member Ritchie can see the sincerity and the need: He would like more time to take a look at this item and feels it is wrong to have such a large handout before the Council five minutes before a decision is made. City Council Minutes Special Meeting June 20, 2007 Page 6 of 6 He added that he would like to talk with Temecula about it and to be good neighbors. He is not comfortable with any decision tonight. Council Member Stubblefield thanked Liberty Quarry for bringing this item forward and the effort they have put forth to get it approved. He said he is concerned about being the first on this item, even with language change. Conceptually he is supportive, but needs the EIR information. By that time other communities would have jumped on board and suggested bringing the item back after the EIR is reviewed. Mayor Ayres thanked Liberty Quarry for bringing this forward. He said he is supportive of new homes and new roads and sees the need for the aggregate. He added that a friend of his was killed by a gravel hauler on Winchester Road. There have been two fatalities on Ramona Expressway this year from aggregate haulers. He noted that he does not want it to be interpreted that San Jacinto is being supportive until there are more details. Mayor Ayres added he wants to read the document and directed staff to review the handout. He also, wants to see other entities support this project. M/S/C (Ayres/Stubblefield) moved to table this item to a future date with staff's recommendation and EIR information and/or other support from other cities. Motion carried 5/0. Ayes: Carlson, Mansperger, Ritchie, Stubblefield, Ayres Nays: None Absent: None Abstain: None 4. ADJOURNMENT With full council agreement, Mayor Ayres adjourned the special meeting at 8:27 p.m. ATTEST: Dorothy L. Chouinard, City Clerk City of San Jacinto By Jim Ayres, Mayor Approve as read: Approve as amended: AGENDA ITEM TO: The Honora July 5, 2007 Mayor and Members of the City Council FROM: Bernie Simon, Finance Director SUBJECT: Treasurer's Report at May 31, 2007 RECOMMENDATION: Receive and File Treasurer's Report for May 31, 2007. BACKGROUND: The Treasurer's Report is required to be presented to the governing body at least quarterly in accordance with California Government Code Section 53600 et. seq. DISCUSSION: Total Cash and City Investments increased 6.25% during the month. This includes cash, cash in bank and cash with trustee. At May 31, 2007, $611,857 remains from the original $1.3 million loan from RCTC in 1998. Some of the largest expenditures during the month included items such as: ➢ $262904.77 to AII-American Asphalt for Ramona Expressway Widening, less retention; and ➢ $97,189.85 to Tri-Lake Consultants, Inc. for Engineering, Plan Checks, Construction Observation, Inspection for March 2007; and ➢ $91,442.37 to Regional Conservation Authority for MSHCP Fees — April 2007; and ➢ $51,600.00 to Riverside County Sheriff's Department for FY 06/07 RMS CLETS; and ➢ $206,997.92 to Western Riverside Council for TUMF Fees — April 2007; and ➢ $283,586.60 to AII-American Asphalt for Santa Fe Avenue Rehab, less retention; and ➢ $42,423.82 to Best Best & Krieger for Legal Services — April 2007; and ➢ $353,925.00 to Palm Desert Development for DDA Loan Payment #1 of 4 ➢ $138,012.99 to CR&R for Contract Services — April 2007; and ➢ $358,159.88 to R.J. Noble Company for Esplanade Avenue Rehab, less retention; and ➢ $96,017.15 to Tri-Lake Consultants for Engineering, Plan Checks, Construction Observation, Inspection for March 2007. The attached Treasurer's report is a "snapshot" report of our cash position on the last day of the month in all of our accounts. FISCAL IMPACT: None ATTACHMENTS: Treasurer's Report for the month ending May 31, 2007. Page 1 INVESTMENT TYPE INSTITUTION SERIAL # TREASURER'S REPORT FOR THE MONTH ENDING MAY 31, 2007 4/30/2007 INTEREST PURCHASE MATURITY PREV. MONTH RATE YIELD DATE DATE BALANCE 5/31/2007 CURRENT BALANCE % change from prior month 5/31/2007 COMPUTED MARKET ACCRUED VALUE INTEREST STATE POOL CAMP CAMP - FHLB Global Notes CAMP - FHLB Notes CAMP - FNMA Notes CAMP - FNMA Notes CAMP - FNMA Disc Note CAMP - FHLMC Disc Note CAMP - FNMA Disc Note CAMP - FNMA Disc Note CAMP - FHLMC Disc Note CAMP - FNMA Disc Note MONEY MARKET MONEY MARKET DEMAND Account PAYROLL Account IMPREST Account TOTAL CITY L.A.I. F. Joint Powers Authority 31339YGN6 3133XGWW0 31359M5S8 31398ABQ4 313588FL4 313396JN4 313588JP1 313588RR8 313396TV5 313588VL6 Bank of Hemet Bank of Hemet Bank of Hemet Bank of Hemet Bank of Hemet Cash on Hand INVESTMENTS & FUNDS CFD NO 2 Mutual Fund Mutual Fund Mutual Fund Mutual Fund Corporate Obligations Mutual Fund Mutual Fund Mutual Fund Mutual Fund Mutual Fund Mutual Fund Mutual Fund Mutual Fund Mutual Fund Mutual Fund Mutual Fund Trustee 98-33-794 578-00 578-00 578-00 578-00 578-00 578-00 578-00 578-00 578-00 578-00 578-00 4920600310 100005510 4918934601 4918935401 4918936201 5.220% 5.190% 2.625% 5.480% 5.450% 5.450% 5.366% 5.387% 5.216% 5.235% 5.218% 5.101% 1.930% 4.750% 0.000% 0.000% 0.000% 0.000% 5.347% Various Open 5.315% Various Open 5.107% 2/7/2007 7/15/2008 5.483% 10/18/2006 9/29/2008 5.446% 4/26/2007 3/5/2009 5.454% 5/24/2007 5/14/2009 5.366% 8/2/2006 5/11/2007 5.387% 8/2/2006 7/24/2007 5.216% 2/7/2007 7/25/2007 5.235% 2/7/2007 1/11/2008 5.218% 5/24/2007 3/3/2008 5.101% 4/26/2007 4/11/2008 1.947% Various Open 4.855% Various Open 0.000% Various Open 0.000% Various Open 0.000% Various Open 0.000% Various n/a RESTRICTED CASH WITH FISCAL AGENT {BOND FUNDS Union Bank Blackrock Prov. T-Fund Union Bank Blackrock Prov. T-Fund Union Bank Blackrock Prov. T-Fund Union Bank Blackrock Prov. T-Fund Union Bank Bayerische Lankbk GIC Union Bank Blackrock Prov. T-Fund Union Bank Blackrock Prov. T-Fund Union Bank Blackrock Prov. T-Fund Union Bank Blackrock Prov. T-Fund Union Bank Blackrock Prov. T-Fund Union Bank Blackrock Prov. T-Fund Union Bank Blackrock Prov. T-Fund Union Bank Blackrock Prov. T-Fund Union Bank Blackrock Prov. T-Fund Union Bank Blackrock Prov. T-Fund Union Bank Blackrock Prov. T-Fund TOTAL CFD NO 2 6711695201 6711695202 6711695203 6711695204 6711695204 6711695205 6711695208 6711695301 6711695401 6711695405 6711695406 6711695501 6711695502 6711695503 6711695504 6711695506 4.980% 4.980% 4.980% 4.980% 4.050% 4.980% 4.980% 4.980% 4.980% 0.000% 4.980% 4.980% 4.980% 4.980% 4.980% 4.980% 5.095% Various Open 5.095% Various Open 5.095% Various Open 5.095% Various Open 4.126% 10/10/2002 9/1/2014 5.095% Various Open 5.095% Various Open 5.095% Various Open 5.095% Various Open 0.000% Various Open 5.095% Various Open 5.095% Various Open 5.095% Various Open 5.095% Various Open 5.095% Various Open 5.095% Various Open 2006 RDA SAN JACINTO TAX ALLOCATION BONDS Mutual Fund Union Bank Blackrock Prov. T-Fund 671175750X 5.400% 5.536% Various Open $33,927,482 $3,450,850 $979,081 $334,941 $2,016,956 $0 $499,285 $494,033 $1,975,950 $1,929,308 $0 $1, 908,580 $1,102,264 $9,490,187 $114,292 $17,407 $2,310 $600 $33,927,482 $8,482,912 $983,193 $336,465 $2, 026, 039 $4, 009, 900 $0 $496,235 $1,984,721 $1, 937,902 $480,787 $1,914,950 $817,594 $4,345,756 $7,350 $17,414 $2,310 $600 0.00% 145.82% 0.42% 0.46% 0.45% 100.00% -100.00% 0.45% 0.44% 0.45% 100.00% 0.44% -25.83% -54.21 % -93,57% 0.04% 0,00% 0.00% $34,222,666 $8,482,912 $971,563 $333,125 $1, 998,750 $3,997,500 $0 $496,120 $1,984,194 $1,936,347 $480,530 $1,911,504 $817,594 $4,345,756 $7,350 $17,414 $2,310 $800 295,184.00 n/a $9,917 $3,146 $26,039 $10,294 n/a $0 $0 $0 $0 $0 n/a n/a n/a n/a n/a n/a $58,241,626 $61,771,610 6.06% $62,006,236 $344,580 $1,599 $1 $866 $15,103 $748,800 $43, 917 $254 $213 $17,385 $137,692 $25,541 $42 $269 $263 $270 $89,921 $1,605 $1 $870 $15,163 $748, 800 $44,091 $255 $214 $632,440 $138,237 $22,109 $42 $270 $264 $271 $90,277 0.38% 0.00% 0,46% 0.40% 0.00% 0.40% 0.39% 0.47% 3537.85% 0.40% -13.44% 0.00% 0.37% 0.38% 0,37% 0.40% $1,082,136 $1,694,909 56.63% $5,410,484 $5,379,517 -0.57% $1,605 $1 $870 $15,163 $748, 800 $44,091 $255 $214 $632,440 $138, 237 $22,109 $42 $270 $264 $271 $90,277 $1,694,909 $5,379,517 n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a Prepared By: General Accounting Manager Page 2 TREASURER'S REPORT FOR THE MONTH ENDING MAY 31, 2007 4/30/2007 5/31/2007 % change 5/31/2007 COMPUTED INVESTMENT INSTITUTION INTEREST PURCHASE MATURITY PREV. MONTH CURRENT from prior MARKET ACCRUED TYPE SERIAL # RATE YIELD DATE DATE BALANCE BALANCE month VALUE INTEREST 1997 WATER IMPROVEMENT REVENUE BONDS Mutual Fund Union Bank Blackrock Prov, T-Fund 7-15980 4.980% 5.095% Various Open $224,427 $225,328 0.40% $225,328 n/a 2002 WATER REVENUE BONDS Mutual Fund Union Bank Blackrock Prov. T-Fund 671168290X 4.980% 5.095% Various Open $592 $624 5.41 % $624 n/a 1999 RDA SOBOBA TAX ALLOCATION BONDS Mutual Fund Union Bank Blackrock Prov. T-Fund 7-16274 4.980% 5.095% Various Open $254,382 $255,040 0.26% $255,040 n/a ASSESSMENT DISTRICT 87,1 Cash BNY Bank of New York 411795 0.000% 0,000% Various Open $916 $916 0.00% $916 n/a RCTC LOAN Money Market USB US Bank 95444672 4.590% 4.688% Various Open $609,515 $611,857 0.38% $611,857 n/a TOTAL CASH WITH FISCAL AGENT TOTAL ALL FUNDS I CERTIFY THAT THESE INVESTMENTS COMPLY WITH ALL STATE LAWS PERTAINING TO THE INVESTMENT OF LOCAL AGENCY FUNDS AND THE CITY OF SAN JACINTO'S INVESTMENT POLICIES. CITY OF SAN JACINTO MEETS OR EXCEEDS THE SIX MONTH CASH FLOW REQUIREMENTS AS PER GOVERNMENT CODE 53846(b)(3). MES W. POTTS, TREASURER City of San Jacinto $7,582,452 $8,168,191 7.72% $8,168,191 n/a $65,823,978 $69,939,801 6.25% $70,174,426 $344,580 Prepared By: General Accounting Manager r TO: Dorothy L. Chouinard, City Clerk Enclosure: Staff Report for C-C-- [CC or RDA] Meeting of 7- S-07 . 3ce-to (name — brief description) 1---onsent Calendar Item Public Hearing Item: Notice required yes no Copy attached yes no Published (date(s)) Notices sent (date(s) City Departments Item Attachments include (this needs to match the attachment list in the Staff Report: A. B. C. Vc2 Other: Please provide a fully executed copy of documents to: Please record and return conformed copy Your IMMEDIATE attention is necessary Comments: Name of person that will be presenting item at the meeting DATE: -7 - 5- -c [Name or Initials], [Title] S:\City Clerk\CC RPT 05\AGENDA Transmittal Form.doc AGENDA ITEM 5.6 June 21, 2007 TO: The Honorable Mayor and Members of the City Council FROM: Sandy McKay, Special District Administrator 5 Via Habib Motlagh, City Engineer kkr— SUBJECT: Bond Reduction — Final Tract Map No. 30640 RECOMMENDATION: Staff recommends that the city council, by motion: 1) accept the public improvements installed by Lennar Homes of California, Inc., associated with the development of final tract map No 30640; 2) Authorize a 75% bond reduction of labor and performance bonds; and 3) direct the city clerk to notify developer and surety company of the city's action. A one-year 25% guarantee bond shall remain in effect until June 21, 2008. DISCUSSION: On April 7, 2005, the city council approved the recordation of final tract map 30640, a 15.33 acre subdivision into 73 residential lots, generally located north of Washington Avenue and east of Beringer Drive. This project has been built out and the public improvements completed per approved plans. Lennar Homes of California, Inc. has received all the required approvals for bond reductions (see attached public works improvements approval sign off sheet). Based on the above mentioned facts, staff recommends a 75% bond reduction, leaving a twenty-five percent, one-year warranty/guarantee bond security per subdivision agreement section 3.0. Lennar Homes of California, Inc. will be responsible for the maintenance of the installed improvements during the warranty/guarantee period unless arrangements are made for the tract to participate in the early LLPD No. 2 take over procedure. Page 1 of 2 FISCAL IMPACT: Property owners in this subdivision have annexed to the required special districts. ATTACHMENTS: 1. Bond Release Sign Off Check List Page 2 of 2 Dec 15 06, p.2 PUBLIC WORKS IMPROVEMENTS APPROVAL AND BONO REDUCTION SIGN OFF Please read entire sheet before proceeding Ple sa be pertain that all Improvement aroma aro completed prior to scheduling site meetings for sign offs. Charges will occur if multiple meetings are required for sign oft Durposes. Site meetings wilt need to be scheduled 48 tows In advenem. Please check the appropriate box / boxes and proceed with sign offs In the order noted. 0 LLPI:t Lit EARLY MAINTENANCE TRANSFER (complete 8ecttori ono, bondn vial bu reduced and warranty poriod wilt boa In when both sootione aro oomplotcd) Iii BOND REDUCTION 0 ONE YEAR MAINTENANCE PERIOD START ❑ ONE YEAR WARRANTY PERIOD START 0 FINAL BOND RELEASE ❑ MAINTENANCE PERIOD END ❑ WARRANTY PERIOD END In order for bond reduction and one year maintenance period to occur section one and section ILK) N2 early transfer of maintenance to occur only section Sn'EADDRESS/TRACT NO, DEVELOPER / OWNEn`) All Rants ;hated below must be sighed off In the order lilted with a period of no longer applicabtu is letter may be attached In ilea of a signature. City Staff WILL NOT sign if previous for. SECTION ONE Landscape. Lighting. Puyk, Drainage, Beals', Crunnt,t imµravarnents two must be signed off by City staff. In order for. one must be signed off. E)`) than two weeks for all staff signatures. If required staff signature is not present or accounted DEPARTMENT SIGN OFF STATUS CLEARED !PENDING / ETC. SIGNATURE DATE CAL SENSI't t 1"IFII`AT'ION FOR CONTROLLER INSTALLATION AND FUNCTIONALITY (8ao-572-e809) (Apotiulbto iv ail !rads required to Install a Cal Sense Controller) Letter attached to ihlc rang Boni Cat Soma r.: acceptaWa *LANDSCAPEAIII • on mrneyer 951.537.855510WMII attend )ob walk With Davblopar and othorCity � j nglnoothq o51-Sall-2182) (WIM alto nd Job walk with Devala et and C eta CITY INSPECTCR EP City STREETS FC,Ftf MArd (941-417.73 C) • Develop:raw= provide n contfkailon of cunont basin pump ter. by Insialier (indiule Maarc ivt fying the performance of pumps, Public Worha Inspector and Streets Foreman to De present during test) Alt conun l Irdonnntlon (orating) in6IDAer, and warranty Informadon relating to pump and equipment must ba provided ded aa y Strati.: Foreman atjob walk. (dawns Foranan will &Ilona )ob walk with Developer City f t • r (s ' � � ��qry U PUBLIC WCd2X;. DIRECTOR (051.4&7-738.) (Will attend job walk with Developer and City stet() a cw a,) Recatvatt 3u•buatm at Job walk-bWwonlc aedgeper „"' _ v' , E b.) Rocelvod gafdIng and menumentatlon certification s - letter horn Engineer acceptable c,) FOR ONLY YEAR MAINTENANCE ONLY - Provide maintenance schedule for onallow- For Inndscapysuldolines (Include treatments, herbicide spray schodula atc.) f • e z COMMUNITY Oii:JtLOPMEN•r DIRECTOR (951-o37-ei:xsa) (Wtp sign off when all Cocoons 1:-10d above aro epprowd) P SECTION TWO _ 61r11ut Water and Sewer Improverrw nts FLOW TEST qi, FIRE SUPPRESSION FACILITIES (Ott -Silo Hydrant) (Mager:don with appfr=abto vale, dop&rvncnt or apprpvod ri.Yri actor n kutod on pogo 2) _ ' r� a FLOW TEST OP' FIRE SUPPRESSION FACILITIES (On -Silo Hydrants)) (Inspection with approved contractor only. Soo attached i:t Dr contract ons) ^ ^mac , LETTER APr^IZtS'JING INSTALLA110N AND ACCEPTANCE OF FACILITIES BYWATER AND wgbTEwATER PROVIDER {Et.l?.VD, LNMWD, orSJWO). Attach Ieewato check olt list fair. oven tnep.o ,ct bwania tnc san.;aeinto �+.ake/weaWN6itlr&arlc1. Ii *ail Weigel 6f tacilltei wit MGLir allot ilia etpveki Wyralliv axial a t 4 CITY INSPECTOR (951-83a-2192) Enginnenng - (Stfeet/a Foremen and CI meeting) N !nu Pactor to be piano nt6Caltn 4 s ,®�-7 (*h/ ' • f .67 G ; ® cs ra n c PUBLIC Yl VCnK DIRECTOR (951 a87.738a) (To be pmpent atalta meeting) v CITY EN(y11J1_ER (951-487-7342) jtlnee not need tobeprn reseat site mnatlnfo � `,r THIS SIGN OFF LIST DOES NOT REI Fa9P RESPONSIBILrrY OF MAINTENANCE (EXCEPT LLPD n2 AREAS IF EARLY OPTION HAS BEEN COMPLETED). FIXAL RELEASE WILL OCCUR A Uaaae,a 1,2162004 UPON COMPLETION OP THIS FORM, RETURN TO SPECIAL DISTRICTS (051-537-6355) TO: Dorothy L. Chouinard, City Clerk Enc u e: Staff Report for [CC or RDA] Meeting of —7 ' 5 -CT? NS_) (name — brief description) Consent Calendar Item Public Hearing Item: Notice required yes no Copy attached yes no Published (date(s)) Notices sent (date(s) City Departments Item Attachments include (this needs to match the attachment list in the Staff Report: A. B. C. Other: Please provide a fully executed copy of documents to: Please record and return conformed copy Your IMMEDIATE attention is necessary Comments: Name of person that will be presenting item at the meeting DATE: 7 -07 s [R14.4Doir or Initials], [Title] S:\City Clerk\CC RPT 05\AGENDA Transmittal Forrn.doc AGENDA ITEM July 5, 2007 TO: The Honorable Mayor and Members of the City Council FROM: Special Tax Consultant and City Attorney SUBJECT: Proposed Resolution No. Initiating Annexation of Territory (Commonly known as Shea Homes, L.P. — Tract No. 31886) into AD 2003-1, Annexation No. 28 RECOMMENDATION: Staff recommends that the City Council, by motion, approve and adopt Resolution No. / a resolution of initiation to annex territory into AD 2003-1. BACKGROUND: The City Council and Planning Commission have identified the need for additional funding sources for the maintenance of certain streets, roads and highways due to the creation of new development within the City. On October 6, 2003, in response to the need for additional funding for such services, the City Council formed Assessment District 2003-1 (the "District") and the levy of assessments therein upon those parcels of land which benefit from such maintenance. Shea Homes L.P. (the "Developer") is developing certain real property near the boundaries of the District. The Developer will receive the benefits described above if the Developer annexes into the District. The Developer now desires to receive such benefits and annex such real property into the District. DISCUSSION: The adoption of the resolution is required to begin the annexation process into the District. ALTERNATIVES: 1) Continue item or take no action. Page 1 of 2 FISCAL IMPACT: The annexation of the Developer into the District will have a beneficial impact to the City's budget in that, upon implementation of the proposed annexation to the District, it would assist in the funding of the maintenance of certain roads, streets, and highways that would otherwise come from the City's general fund. ATTACHMENTS: Resolution No.: Page 2 of 2 STATE OF CALIFORNIA ) COUNTY OF RIVERSIDE)ss CITY OF SAN JACINTO ) RESOLUTION NO. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN JACINTO, CALIFORNIA, INITIATING THE ANNEXATION OF CERTAIN REAL PROPERTY TO ASSESSMENT DISTRICT 2003-1 (AD 2003-1) PURSUANT TO THE BENEFIT ASSESSMENT ACT OF 1982 (AD 2003- 1, ANNEXATION NO. 28) WHEREAS, the City Council pursuant to Resolution No. 2485, dated November 6, 2003, formed Assessment District No. 2003-1 (the "District") pursuant to the Benefit Assessment District Act of 1982 (the "Act") for the purpose of annually levying assessments on all land within the District to pay the costs of street, road and highway maintenance within said district; and WHEREAS, the City Council has now determined that certain property that will receive the benefit of such maintenance should be annexed to the District; and WHEREAS, the territory proposed to be annexed to the District (the "Territory") is shown on a map showing thereof entitled "Proposed Boundary Map Annexation No. 28 To Assessment District No. 2003-1, City Of San Jacinto, County Of Riverside, State Of California" (the "Annexation Map"), attached hereto as Exhibit "A". NOW, THEREFORE, BE IT RESOLVED determined and ordered by the City Council of the City of San Jacinto: Section 1. Annexation. The City Council hereby proposes to annex to the District that certain real property more particularly described and shown on the map attached hereto as Exhibit "A" and incorporated by reference herein, for the purpose of annually levying assessments on all such land to pay the costs of street, road and highway maintenance as described in Section 3 hereof. Section 2. Boundaries and Designation. The property to be included within the proposed boundaries of Annexation No. 28 is described and shown on the map attached hereto as Exhibit "A" and incorporated by reference herein (the "Annexation Area"). Section 3. Road Maintenance. The services proposed to be financed through the revenue derived from the assessments is to include maintenance of those streets, roads, or highways within the Annexation Area. Section 4. Report. The City Engineer is ordered to prepare or cause to be prepared and filed with the City Clerk a report regarding the Page 1 of 3 proposed Annexation No. 28 and the assessments to be levied on the land therein to pay the estimated annual costs of the street, road and highway maintenance described in Section 3 hereof in the fiscal year 2007-08 in accordance with Government Code section 54703 et seq., Government Code section 53753, and Article XIIID of the Constitution of the State of California. Said report shall contain all of the following: (a) A description of the service proposed to be financed through the revenue derived from the assessment to the property located within the Annexation Area. (b) A description of each lot or parcel of property with the Annexation Area that is subject to the benefit assessment. The assessor's parcel number shall be a sufficient description of the parcel. (c) The amount of the proposed assessment for each parcel within the Annexation Area. In the case of an assessment to be collected in installments pursuant to paragraph (2) of subdivision (a) of Government Code section 54711, the report shall set forth the number of annual installments and the fiscal years during which they are to be collected, and fix the maximum amount of each annual installment. (d) The basis and schedule of the assessment within the Annexation Area. APPROVED, SIGNED and ADOPTED, this 5th day of July, 2007, by the following vote: Ayes: Nays: Abstain: Absent: City of San Jacinto By Jim Ayres, Mayor Page 2 of 3 ATTEST: Dorothy L. Chouinard, City Clerk APPROVED AS TO FORM: City Attorney, City of San Jacinto Best, Best & Krieger, LLP Page 3 of 3 EXHIBIT A SHEET 1 OF 2 PROPOSED BOUNDARY MAP ANNEXATION NO. 28 TO ASSESSMENT DISTRICT NO. 2003-1 CITY OF SAN JACINTO COUNTY OF RIVERSIDE STATE OF CALIFORNIA Reference is hereby made to that certain map entitled "Assessment Diagram, Assessment District No. 2003-1, City of San Jacinto, County of Riverside, State of California," filed the 23rd day of December, 2003, at the hour of 8 o'clock a.m. in Book 55 at page 64, and as instrument number 2003-998200 in the office of the County Recorder of the County of Riverside, State of California, which this Annexation Diagram affects. RAMONA EXWY. PrePa 0 U EA TON ed by David Taussig & Associa te inc. BERGIN S AMONA EXW (1) Filed in the office of the City Clerk of the City of San Jacinto this day of , 2007. Dorothy L. Chouinard, San Jacinto City Clerk (2) I hereby certify that the within map showing the proposed boundaries of Annexation No. 28 to Assessment District No. 2003-1, City of San Jacinto, Riverside County, State of California, was approved by the City Council at a regular meeting thereof, held on this day of , 2007, by its Resolution No. Dorothy L. Chouinard, San Jacinto City Clerk (3) Filed this day of , 2007, at the hour of o'clock _m, in Book of Maps of Assessment and Community Facilities Districts at page and as Instrument No. in the office of the County Recorder of Riverside County, State of California. Larry W. Ward Assessor -County Clerk -Recorder of Riverside County By Deputy Fee Exempt recording requested, per CA Government Code §6103 SHEET 2 OF 2 RAMONA EXY. PROPOSED BOUNDARY MAP ANNEXATION NO. 28 TO ASSESSMENT DISTRICT NO. 2003-1 CITY OF SAN JACINTO COUNTY OF RIVERSIDE STATE OF CALIFORNIA Reference is hereby made to the Assessor maps of the County of Riverside for a description of the lines and dimensions of each lot and parcel. LEGEND Proposed Boundaries of Annexation No. 28 ® ®®®® ® to Assessment District No. 2003-1 San Jacinto, Riverside County, CA Assessor Parcel Line 431-030-04n Assessor Parcel Number Prepared by David Taussig & Associates, Inc. San Jacinto Annexation No. 28 to Assessment District 2003-1 Map Project Guide Boundary Map (Assessment Diagram) Annexation No. 28 Sheet Number Zone Assessor Parcel Number(s) Tract Number(s) Project Name Land Owner / Developer 2 39 431-030-041 431-030-042 431-030-043 31886 Shea Homes Limited Partnership / Shea Homes L.P. Note: This map project guide is included to help identify properties within the AD, but this guide is not intended for County of Riverside recordation with the Annexation map it refers to. Notices sent City Departments Item Attachments include (this needs to match the attachment list in the Staff Report: TO: Dorothy L. Chouinard, City Clerk Enclosure: Staff Report for [CC or RDA] (name — brief description) Consent Calendar Item Meeting of Public Hearing Item: Notice required yes no Copy attached yes no Published (date(s)) (date(s) A. B. C. Other: Please provide a fully executed copy of documents to: Please record and return conformed copy Your IMMEDIATE attention is necessary Comments: Name of person that will be presenting item at the meeting DATE: 7 [Name Initials], [Title] S:\City Clerk\CC RPT 05 \AGENDA Transmittal Form.doc TO: FROM: SUBJECT: AGENDA ITEM 3, July 5, 2007 The Honorable Mayor and Members of the City Council Special Tax Consultant and City Attorney Proposed Resolution No approving Engineer's Report and Setting Public Hearing for the Annexation of Property (Commonly known as Shea Homes L.P. — Tract No. 31886) into AD 2003-1, Annexation No. 28 RECOMMENDATION: Staff recommends that the City Council, by motion, approve and adopt Resolution No. approving engineer's report and setting public hearing for the annexation of territory into AD 2003-1. BACKGROUND: On July 5, 2007, the City Council initiated proceedings to annex certain territory owned by Shea Homes L.P. into Assessment District 2003-1 (the "District"). In order to further proceed with the annexation, the City Council must approve the engineer's report and set a time, date and place for the public hearing. The engineer's report sets forth the rate of the assessment in accordance with the benefit received by each parcel. DISCUSSION: The adoption of the resolution is required to continue the annexation process. Approval of the resolution at this meeting will expedite the annexation process. ALTERNATIVES: 1) Continue item or take no action. FISCAL IMPACT: The annexation of the territory owned by Shea Homes L.P. into the District will have a beneficial impact to the City's budget in that, upon implementation of the proposed annexation to the District, it would assist in the funding of the maintenance of certain roads, streets, and highways that would otherwise come from the City's general fund. ATTACHMENTS: Resolution No. Page 1 of 1 STATE OF CALIFORNIA ) COUNTY OF RIVERSIDE )ss CITY OF SAN JACINTO ) RESOLUTION NO. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN JACINTO, CALIFORNIA, APPROVING ASSESSMENT ENGINEER'S REPORT AND APPOINTING TIME AND PLACE FOR HEARING PROTEST TO THE PROPOSED ANNEXATION (COMMONLY KNOWN AS SHEA HOMES L.P. — TRACT 31886) TO ASSESSMENT DISTRICT 2003-01 (AD 2003-1) PURSUANT TO THE BENEFIT ASSESSMENT ACT OF 1982 (AD 2003-1, ANNEXATION NO. 28) WHEREAS, the City Council pursuant to Resolution No. 2485, dated November 6, 2003, formed Assessment District No. 2003-1 (the "District") pursuant to the Benefit Assessment District Act of 1982 (the "Act") for the purpose of annually levying assessments on all land within the District to pay the costs of street, road and highway maintenance within said district; and WHEREAS, the City Council has initiated proceedings for the annexation of certain property to the District, pursuant to Resolution No. approved on July 5th, 2007 (the "Resolution of Initiation"); and WHEREAS, as ordered by the City Council, David Taussig and Associates has prepared and filed with the City Clerk a report regarding the assessments to be levied and collected from the owners of such annexed property to pay the costs of streets, roads and highway maintenance. WHEREAS, the City Council desires to pass upon such report and appoint a time and place for hearing protests to the proposed annexation and the levy of assessments therein. NOW, THEREFORE, BE IT RESOLVED determined and ordered by the City Council of the City of San Jacinto: Section 1. Report. The report of David Taussig and Associates (the "Report") contains all matters required by the Act and is, therefore, in proper form and does not require modification. The Report is hereby adopted, passed upon and preliminarily approved. Section 2. Assessments. The assessments which are proposed to be levied on all parcels of assessable land within the territory to be annexed to the District are based on special benefits conferred upon each such parcel from the payment of the cost of the maintenance of streets, roads and highways. Page 1 of 3 Section 3. Proportionate Benefit. The proportionate special benefit derived by each such parcel has been determined in relationship to the entirety of the capital cost of such the maintenance of streets, roads and highways. The amount of the assessment shall not exceed the reasonable cost of the proportional special benefit conferred on that parcel. Section 4. Hearing. The public hearing for protest to the annexation of certain property described in the Resolution of Initiation and the levy of assessments therein in accordance with and for the purposes set forth in the Report is hereby set for 7:00 pm on July 19, 2007 at San Jacinto Unified School District Board Room, located at 2045 South San Jacinto Avenue, San Jacinto, California. Section 5. Notice. The City Clerk is hereby directed to mail notice of the proposed annexation, filing of the Report, and the time and place of the public hearing, as specified in Section 4, to all persons owning real property proposed to be annexed whose names appear on the last equalized assessment roll for taxes of the County of Riverside, or who are known to the City Clerk. The form of such notice shall conform in all respects with the requirements of the Act and shall include an assessment ballot whereon the property owner may indicate his or her support or opposition to the proposed assessment. Upon the completion of the mailing of said notices, the City Clerk shall file with the City Council a declaration setting forth the time and manner of the compliance with the requirements of this resolution for mailing notices. APPROVED, PASSED and ADOPTED, this 5th day of July, 2007, by the following vote: Ayes: Nays: Abstain: Absent: City of San Jacinto By Jim Ayres, Mayor Page 2of3 ATTEST: Dorothy L. Chouinard, City Clerk APPROVED AS TO FORM: City Attorney, City of San Jacinto Best, Best & Krieger Page3of3 ENGINEER'S REPORT ANNEXATION No. 28 TO ASSESSMENT DISTRICT No. 2003-1 OF THE CITY OF SAN JACINTO June 25, 2007 ENGINEER'S REPORT ANNEXATION NO. 28 TO ASSESSMENT DISTRICT NO. 2003-1 CITY OF SAN JACINTO Prepared for CITY OF SAN JACINTO 248 East Main Street San Jacinto, CA 92583 (951) 654-7337 Prepared by DAVID TAUSSIG & ASSOCIATES, INC. 1301 Dove Street, Suite 600 Newport Beach, CA 92660 (949) 955-1500 TABLE OF CONTENTS Part Page Introduction 1 Part I: Description of the Services to be Financed 2 Part II: Description of Assessment District 3 Part III: Amount of the Prepared Assessment and Assessment Roll 4 Part IV: Basis and Schedule of Assessment 6 Exhibits A-1: Assessment Diagram A-2: Tract Map for Zone 39 B: Assessment Roll C: Detailed Cost Estimate: Zone 39 D: Cost of Services Summary E: Cash Flow Model: Zone 39 Page i INTRODUCTION In accordance with the Resolution of the City Council of the City of San Jacinto, California, initiating the annexation of certain real property to Assessment District No. 2003-01 (hereinafter referred to as the "Assessment District or AD No. 2003-1 "), pursuant to the Benefit Assessment Act of 1982 (hereinafter referred to as the "Resolution of Initiation"), adopted by the City Council of the City of San Jacinto (hereinafter referred to as the "Council"), in connection with the proceedings for Annexation No. 28 to Assessment No. 2003-1, David Taussig & Associates, Inc. herewith submits the Engineer' s Report for Annexation No. 28 to AD No. 2003-1 (the "Report"), consisting of four (4) parts as follows: PART I — DESCRIPTION OF THE SERVICES TO BE FINANCED A description of the street maintenance services to be provided by the Assessment District for Annexation No. 28 is discussed in this part. PART II — DESCRIPTION OF ASSESSMENT DISTRICT A description of the property within each zone of benefit within Annexation No. 28 is contained in this part of the Report. PART III — AMOUNT OF THE PROPOSED ASSESSMENT AND ASSESSMENT ROLL This part includes the amount of the proposed assessment. PART IV — BASIS AND SCHEDULE OF ASSESSMENT This part discusses the methodology used to allocate the assessment based on the benefit received by property within Annexation No. 28. Engineer's Report City of San Jacinto Annexation No. 28 to Assessment District No. 2003-1 Page 1 June 25, 2007 PART I. DESCRIPTION OF THE SERVICES TO BE FINANCED The Assessment District is intended to finance the costs associated with the maintenance of interior streets within the boundaries of Annexation No. 28, including street sweeping, slurry seal, grind and overlay of existing pavement, and replacement of damaged curb, sidewalk, and pavement. Each type of service is described below. Street Sweeping This service shall consist of cleaning the streets within Annexation No. 28 by City of San Jacinto ("City") forces or by contract with outside forces. The streets will be cleaned on a monthly basis, consistent with the current level of service for existing streets within the City limits. Slurry Seal This service shall consist of providing a slurry seal, or asphaltic coating over pavement areas within Annexation No. 28 on an average interval of four years. The service shall be performed by City forces or by public works contract, and shall include all required striping and traffic control associated with the work. Slurry seal operations will not occur in interval years where grind and overlay or replacement activities, as described below, are scheduled. Grind and Overlay This service shall consist of grinding out the upper 2 inches (approximately) of asphalt paving and replacing with a new layer of asphalt, on an average interval of twelve years. The service shall be performed by City forces or by public works contract, and shall include all required striping and traffic control associated with the work. Grinding and overlay operations shall not occur within interval years where Remove and Reconstruct operations, as described below, are scheduled. Remove and Reconstruct It is estimated that approximately every 36 years the asphaltic layer of the pavement structural section will need to be removed and replaced. In addition it is assumed that 10% of curb and sidewalk improvements will need to be repaired or replaced, due to normal damage and deterioration. This service shall consist of such removals and replacements and shall be performed by City forces or by public works contract, and shall include all required striping and traffic control associated with the work. Engineer's Report City of San Jacinto Annexation No. 28 to Assessment District No. 2003-1 Page 2 June 25, 2007 PART II. DESCRIPTION OF ASSESSMENT DISTRICT For purposes of determining the benefits associated with the costs of services provided by the Assessment District, Annexation No. 28 has been divided into one zone of benefit ("Zone") based on location as described below and shown on the assessment diagram located in Exhibit A-1. Zone 39 Zone 39 consists of Tract No. 31886 and Assessor Parcel Numbers ("APN") 431-030-041, 431-030- 042 and 431-030-043. Tract No. 31886 encompasses approximately 97.8 acres and includes 321 residential lots, a storm drain facility, and a park. A map of Tract No. 31886 is provided in Exhibit A-2. Engineer's Report City of San Jacinto Annexation No. 28 to Assessment District No. 2003-1 Page 3 June 25, 2007 PART III. AMOUNT OF THE PREPARED ASSESSMENT AND ASSESSMENT ROLL WHEREAS, the City Council pursuant to Resolution No. 2585, dated November 6, 2003, formed AD No. 2003-1 pursuant to the Benefit Assessment District Act of 1982 (the "Act") for the purpose of annually levying assessments on all land within the Assessment District to pay the costs of street, road and highway maintenance within said district; and WHEREAS, the City Council has now determined that certain property that will receive the benefit of such maintenance should be annexed to the Assessment District; and WHEREAS, previously the City Council of the City of San Jacinto, California, did, pursuant to the provisions of the Benefit Assessment Act of 1982, adopt its Resolution of Initiation, for the purpose of annually levying assessments for the maintenance of streets, roads and highways within Annexation No. 28, and, WHEREAS, said Resolution of Initiation, as required by law, did direct the City Engineer to prepare or cause to be prepared and file a Report, regarding the proposed Annexation No. 28 to AD No. 2003-1 and the assessments to be levied on the land therein to pay the estimated annual costs of the street, road and highway maintenance. For particulars, reference is made to the resolution forming AD No. 2003-1 and the Resolution of Initiation as previously adopted, and NOW, THEREFORE, David Taussig and Associates, Inc., at the direction of the City Engineer, pursuant to the Benefit Assessment Act of 1982, does hereby submit the following: 1. Pursuant to the provisions of law and the Resolution of Initiation, the costs and expenses of the street maintenance to be performed in Annexation No. 28 to the Assessment District have been assessed upon the parcels of land in Annexation No. 28 to the Assessment District benefited thereby in direct proportion and relation to the estimated benefits to be received by each of said parcels. 2. A diagram is attached in Exhibit A-1, showing Annexation No. 28 to the Assessment District, as well as the boundaries of the respective parcels and subdivisions of land within said Annexation No. 28 to the Assessment District as the same existed at the time of the passage of said Resolution of Initiation, each of which subdivisions of land or parcels or lots respectively have been identified by Assessor Parcel Number upon said Diagram and in said Assessment Roll. 3. An Assessment Roll is attached in Exhibit B, containing the maximum assessment per lot for fiscal year 2007-2008. Notwithstanding the above, the City will not levy an assessment for services related to road facilities that have not been accepted for maintenance by the City. Engineer's Report City of San Jacinto Annexation No. 28 to Assessment District No. 2003-1 Page 4 June 25, 2007 4. By virtue of the authority contained in said Benefit Assessment Act of 1982 and by further direction and order of the legislative body, the following assessment is hereby made to cover the costs and expenses of the street maintenance for Annexation No. 28 to the Assessment District based on the costs and expenses, as set forth in Part IV: Zone FY 2007-08 Total Annual Assessment No. of Residential Lots [1] FY 2007-08 Assessment per Residential Lot [1] 39 $59,982 321 $186.86 [I] If total number of lots within a Zone changes based on recordation of final maps, the total annual cost will be reallocated to the actual number of residential lots within such Zone. The maximum amount of such annual assessment for the Assessment District shall increase annually beginning July 1, 2008, by an amount equal to the percentage change in the Engineering News -Record Construction Cost Index for Los Angeles, measured as of the month of December in the calendar year which ends in the previous fiscal year, with a maximum annual increase of six percent (6.00%) and a minimum annual increase of zero percent (0.00%) of the amount in effect in the previous fiscal year. Engineer's Report City of San Jacinto Annexation No. 28 to Assessment District No. 2003-1 Page 5 June 25, 2007 PART IV. BASIS AND SCHEDULE OF ASSESSMENT Assessments levied pursuant to the Benefit Assessment Act of 1982 must be based on the benefit to the parcel, which will be derived from the provision of the services. The services to be financed by the assessments levied within each Zone are the maintenance of interior streets within such Zone. Therefore, the services financed by a given Zone provide direct and special benefit to property within such Zone. Typically, identification of the benefits associated with maintenance services is the first step in developing the assessment spread methodology. The Assessment District will provide short term and long term maintenance of the streets within each Zone. The resulting benefits to the residential lots within each Zone consist of, but are not limited to: 1. Safe vehicular and pedestrian access; and 2. Clean and presentable streets and gutters. In order to allocate the assessments in proportion to the direct benefits that each parcel will receive from the services, an in-depth analysis was performed for each Zone since each Zone has its own interior street facilities. The analysis entailed three component tasks: (1) identification of service costs, (2) allocation of costs, and (3) calculation of assessments, as described below. Costs of Services Maintenance costs for each type of service were calculated for each Zone based on the paving area, length of curb, and area of sidewalk within such Zone as determined from available maps and improvement plans, and unit prices as discussed below. The unit price per curb -mile per year was calculated using the City's current annual budget for street sweeping divided by the monthly service (in curb -miles). This unit price is applied to the total curb - miles for the annexed Zone. Weighted average unit prices were applied to construction items such as slurry seal, asphalt paving, concrete curb, and concrete sidewalk based on data from recent projects of similar size within the same geographic area. Other items such as traffic control, striping, and mobilization were added as lump sum items to more closely approximate total bid prices. A summary of the cost estimates for the annexed Zone is provided in Exhibit C. Ten percent was added to the estimated maintenance costs for construction administration. An additional $22.52 per single-family residential lot was added for annual administration of Annexation No. 28 to the Assessment District. The cost of services is summarized in Exhibit D. Engineer's Report City of San Jacinto Annexation No. 28 to Assessment District No. 2003-1 Page 6 June 25, 2007 Allocation of Cost Zone 39 is expected to be developed with single-family residential homes, a stoiui drain facility, and a park. Only the single-family residential lots receive benefit from the maintenance of interior street facilities within such Zone. Therefore, the cost of services for such Zone is allocated equally to each single-family residential lot within the Zone. Annual Assessment In order to deteiuiine the annual assessment for each Zone, a 36-year cash flow was prepared for Zone 39 (see Exhibit E). The cash flow sets forth the expected annual assessment revenue along with the projected annual cost for each type of service based on the costs identified in Part IV above and the service intervals described in Part I, assuming that the revenues and costs escalate by an average rate of 3.1% per year. As not all services are provided each year, the amount of funds required from a particular Zone will vary from year to year. The fiscal year 2007-08 annual assessment was calculated such that the annual assessment revenues in any year plus the expected fund balance remaining from previous annual assessments will provide sufficient revenue to fund the services required in any given year, assuming that revenues and costs escalate by an average rate of 3.1% per year. The following table sets forth the total fiscal year 2007-08 assessment for the annexed Zone as well as the fiscal year 2007-08 maximum assessment per residential lot. Schedule of Assessments Zone FY 2007-08 Total Annual Assessment [1] No. of Residential Lots 121 FY 2007-08 Assessment per Residential Lot 1, 2J 39 $59,982 321 $186.86 [1] Annual Assessments are subject to annual escalations between 0% and 6% per year. [2] if total number of lots within a Zone changes based on recordation of final maps, the total annual cost will be reallocated to the actual number of residential lots within such Zone. Engineer's Report City of San Jacinto Annexation No. 28 to Assessment District No. 2003-1 Page 7 June 25, 2007 In conclusion, it is my opinion that the assessments for the above -referenced Assessment District have been spread in direct accordance with the benefits that each parcel receives from the street maintenance services. Dated: June 25, 2007. David Taussig and Associates, Inc. Assessment 'onsultant City of San Jacinto County of Riverside State of California I, Dorothy L. Chouinard, City Clerk of the City of San Jacinto, California do hereby certify that the foregoing assessment, together with the Diagram attached thereto, was filed in my office on the 26t1i day of June 2007. Dorothy L. Chouinard City Clerk of the City of San Jacinto County of Riverside State of California K. ('1 IISNI S2':Sun .Iacintoyroadmaint.Annex No. 28tengipt annex211 doe Engineer's Report City of San Jacinto Annexation No. 28 to Assessment District No. 2003-1 Page 8 June 25, 2007 EXHIBIT A-1 ENGINEER'S REPORT ASSESSMENT DIAGRAM : ZONE 39 SHEET 1 OF 2 ASSESSMENT DIAGRAM ANNEXATION NO. 28 TO ASSESSMENT DISTRICT NO. 2003-1 CITY OF SAN JACINTO COUNTY OF RIVERSIDE STATE OF CALIFORNIA Reference is hereby made to that certain map entitled "Assessment Diagram, Assessment District No. 2003-1, City of San Jacinto, County of Riverside, State of California," filed the 23rd day of December, 2003, at the hour of 8 o'clock a.m. in Book 55 at page 64, and as instrument number 2003-998200 in the office of the County Recorder of the County of Riverside, State of California, which this Annexation Diagram affects. WARREN RD. RAMONA EXWY. See Sheet 2L.__ NDERSON COTTONWOOD SEVENTH I ST. EATON ( AVE. Prepared by David Taussiq Sc Associates, Inc RECORD RD. NITY MAP BERGIN S7\ AMONA EXW1� ""— PEA MAIN ST. L_ >__. SHAVER Filed in the office of the City Clerk of the City of San Jacinto this day of , 2007. Dorothy L. Chouinard, San Jacinto City Clerk An assessment was levied by the City Council of the City of San Jacinto on the lots, pieces, and parcels of land shown on this assessment diagram. Said assessment was levied on the _th day of , 2007. Said assessment diagram and the assessment roll were recorded in the office of the City Clerk of San Jacinto on the day of 2007. Reference is made to the assessment roll recorded in the office of the San Jacinto City Clerk for the exact amount of each assessment levied against each parcel of land shown on this assessment diagram. Dorothy L. Chouinard, San Jacinto City Clerk (3) Filed this day of , 2007, at the hour of o'clock _m, 0' in Book of Maps of Assessment and Community Facilities Districts at page and as Instrument No. in the office of the County Recorder of Riverside County, State of California. Larry W. Ward Assessor -County Clerk -Recorder of Riverside County EE ANSST COMMON EAL By Deputy Fee Exempt recording requested, per CA Government Code §6103 SHEET 2 OF 2 RAMONA EXY. \\\) ANDERSON AVE. ASSESSMENT DIAGRAM ANNEXATION NO. 28 TO ASSESSMENT DISTRICT NO. 2003-1 CITY OF SAN JACINTO COUNTY OF RIVERSIDE STATE OF CALIFORNIA Reference is hereby made to the Assessor maps of the County of Riverside for a description of the lines and dimensions of each lot and parcel. LLGEND Zone 39 Boundaries of Annexation No. 28 ■ ■ • ■ ■ ■ to Assessment District No. 2003-1 San Jacinto, Riverside County, CA Assessor Parcel Line 431-030-04n Assessor Parcel Number Prepared by David Taussig & Associates, Inc_ EXHIBIT A-2 ENGINEER'S REPORT TRACT MAP : ZONE 39 LOT 122 SAN SO' UNARM SIRCEI AS SNOW OI SO CO a6 6/13P AID AN. CO A-O-M YAP PM IN 1. LOT JAC61r0 LAN) ASSOCIATION SD CO. MB. 6/357 RIMER 40 EOCAED PER 00C - QRERE No z / I / II II II II II BASIS OF BEARINGS IN THE CITY OF SAN JACINTO, COUNTY OF RIVERSIDE, STATE OF CALIFORNIA TRACT NO. 31886 EKING A SiILO'19ON OF PARCELS 5 C ARO 0. A5 9401N ON EA7A&E 9' OF LOE LAVE AO.VSIYENE NO 4-09, IN PIE CITY OF SAN JACNIO COUNTY OF RlItNYL*. 57A7E OF CALFCRMA RECORDED DECE1LTR II, 2005 A5 INSRIANNE NO 2005-103I780 OF O•NON. RECORDS PROJECT DESIGN CONSULTANTS APRIL 2005 PROCEDURE OF SURVEY SAN JACINTO LAtil ASSOCIATION LOT121 // NN33'.NJ1P 041433/e• %IA313]11( LOT 5 SAN JACINTO SE MSS O' REARMS IMP NS RAI IS A PNNN O' PC CENTRRE O' POMRD040 AS SONN MEMO O' SOME,' NIP !AM N 6E [TOE O' PE =WY RECOVER O' MEOW WINIY N SON li O' MOMS O' SLINKY AI PAVE I4-IP. LE, ROAM 4437'46' E45t. EASEMENTS/ENCOMBRAN A L0 ROE EAMSEEN' N PAIN VE 6E SOU5NM ENIGMA MS COIPAM ION PRUNE PUPOSES PO NSON(NI PECOS= SWIMMER IS 1953 N SOCK IAA, PALL JN Or OMDAL ELMS AN [MINI 6 ON10RW 1DM N fAvorl Cr DE MAMMA BLEW POEN COPANr ION NHS' UIV1YRAP095 PER R66NADNE ERAEO RAr IS 1960 A5 OPOMENt M ANSA O' OECML ENDS ALDEER NIGHTS 1: NORM AA0 E0ES9 ELNN9(0 m OW EMMES AAY 199.1 N ONNLNE A0 6A40 Or 01%UL MOMS (9E (000) L LAMS I ASSOCIATION 0 SD CO. MB. fe (357 / LOT 116 / RAMONA / Ex0RESSWA SHEET 2 OF 22 SHEETS GRAPHIC SCALE 300 0 150 300 600 LOT IHS MALONA EIESTMY MAIM A ILE COMTY OF 9 446 PW Otto I EC P/3/P. AS POEM SEAM 6R. cc[-C-c3 ••iti1 v• • ♦'• ye" AS MT. NO. T 2005-1031280, DR RAMONA 4war 4a.04.0 LOTI7 SD CO !MR 6/367 BLVD MM0 UMEN7 N07ES 1❑ MEN 1' NM PPE NM PDX SIAANEM 'OMIT SU EMIr. N Z9: AS 9OM M Rai 5/74-n. =TINED AS PONI M SOO7NESERL4 LAA OF RNDIA LNNESSMr. CURD 1' 11M PPE NM NCO AID NSA SIAOKO 'MAR 9RRIOR; N ar, A5 910NN O ON Ras 11/24-17. AEOPED A5 PONE 04 DE CLREMCR 6 PARMA BOtEVARI 5❑ POAD I. FROM NE NM PDX SWIM TUNNY 9NIER011" N AVL NOWR(NE, AS SNOW EN Rai Et/N-IP. ACCEPTED AS NMI 01 9( NMNNE NENNMION OF PROM LINEMEN AID POOR RO40. USED A 40 OP3EE IRON PONE I AM PONES 10 ET ASUD/ R( SALM ESEMY PROMOI OCMIY. 0 RCM I" NM PPE TACCE0 1RF 12116; ON I0: AS 9DIN M NOS Et/N-I). A0(PRD A5 PONE SWIPE CMENAW NI0t3LRN 6 OE ANLA NMI AM P40ER 6040 3❑ POND Z. MN PR 1A0W IMO ROE I1139: M aI: PO Ras 5/N-IP. ACCLAIM A5 RE NER9C70 O N WO LAWS MO 6E SMMESEEY VANS N III AMOR E0RE101141.. USED 6E PR0040.1 M Cr PONY 1 AID PORT 3 N ES/A LM DE NN6GSEEr NOERR a0A1NRY © LAMME0 COMM' NER9T6M 6 DE RACOON NAESSM7 MO MILLED ORE 01 EAMO/RAE40 NER9CNL ❑P MONO I" RM PR TAMED YRO ICE 2179:MCI: PER ROI R/N-IS ANPIEM AS DE NIOH5RM O' RNa. LAAOS AFC RE MRR(ASRRLr L«6 N MINA SRIEH'D. 0 POND I' MN PR MIMEO 'DPW ME nra: M tr. AN Rai R/74-21, ARPIN AS RE NI09C17NW R/D. 4100S AID RE SOa6PE5(EY 1.«A Cr RAMC A IMMEM1a LIND PONY S NO NNE a 10 E3EA0U9l P( NN1N(E1 PR001Y 9010440 O WIUID SOUIREASIEY PROERA60ROAPY WAG 6( ELLM DISTANCE AS 9DIN M ME SAN )M1 LAM An0A)ON RV. SO CO. Na 6/337.. Ma a 411 SURVEYOR'S NOTES ( 1N FEET ) 1 INCH 300 FEET 1390 W' CA IDELLWLD DRIVE r I— ♦— SAN JACNTO I LAMS ASSOCIATION SD I CO. Ma (1/357 LOr13 I LOT 15 ® MCA1t5 EOM I' NON IRE EA0E0 3IRO ICE I1E39' PER RECORD OF DAMP Ei/N-IP • HOES MAW IMINEN) A5 NM) O ACMES NLL SEE r NON PPE NN PDX SEMMES 15 6151" N CA0A0 N A39NLi. MOO N MO( MO NW SMARM li 61.3.1' N COMMIE NNW SET EA0( OI' SEARED 'LS NOS" IV IN Cr CURD 0P 90r LOT LAWS PROJECTED N 1(UU Or MORE EDE COWERS UNLESS MANSE N M) SEE EAQ APPOSE SAWED 1S N51N nu. O' 0.1970RA5A( LRES POP ECS A RCS N LRLI OF FWD LOT C06AR3 SEE 1' AN PRE NM PDX SEANW 'LS 6193" N 0OM/A0NNr N MO( MO MA! SMARM 'Ls our N WARM AI ALL EAR LOT COMM 04CE SOLADY0 00181610 NM LINER 010A015 R09( MUSS MOROSE NOW ALL NOAA(0IS 910N AS s(r 91N1 E N ACONDINEE INN DE EA6 Cr DE N0MEN1A#0 A6R0pi POP MS RAP, LOESS 01ERNSE AOMO (xxx.xxj NOV O EOM OATS PEN END 0' SUNNY N/I4-27 /xzxxz7 MOUSES END MIA MN EOM Cr SUMP 49/79-0 MCCAES S400,190V EORDAMI /P///// ROCA ES MAIMS MORE ELN06E0 ® ROGMMS NW NAAER (ACES WEE MAY) EXHIBIT B ENGINEER'S REPORT ASSESSMENT ROLL : ZONE 39 David Taussig & Associates, Inc. Zone 39 City of San Jacinto Annexation No. 28 to Assesssment District No. 2003-1 FY 2007-08 Assessment Roll FY 2007-08 APN Tract Lot Assessment 431-030-041 31886 23 $186.86 431-030-041 31886 24 $186.86 431-030-041 31886 25 $186.86 431-030-041 31886 26 $186.86 431-030-041 31886 27 $186.86 431-030-041 31886 28 $186.86 431-030-041 31886 29 $186.86 431-030-041 31886 30 $186.86 431-030-041 31886 31 $186.86 431-030-041 31886 32 $186.86 431-030-041 31886 33 $186.86 431-030-041 31886 34 $186.86 431-030-041 31886 35 $186.86 431-030-041 31886 36 $186.86 431-030-041 31886 37 $186.86 431-030-041 31886 38 $186.86 431-030-041 31886 39 $186.86 431-030-041 31886 40 $186.86 431-030-041 31886 41 $186.86 431-030-041 31886 42 $186.86 431-030-041 31886 43 $186.86 431-030-041 31886 44 $186.86 431-030-041 31886 45 $186.86 431-030-041 31886 46 $186.86 431-030-041 31886 47 $186.86 431-030-041 31886 48 $186.86 431-030-041 31886 49 $186.86 431-030-041 31886 50 $186.86 431-030-041 31886 51 $186.86 431-030-041 31886 52 $186.86 431-030-041 31886 142 $186.86 431-030-041 31886 143 $186.86 431-030-041 31886 144 $186.86 431-030-041 31886 145 $186.86 431-030-041 31886 146 $186.86 431-030-041 31886 147 $186.86 431-030-041 31886 148 $186.86 431-030-041 31886 149 $186.86 431-030-041 31886 150 $186.86 431-030-041 31886 151 $186.86 431-030-041 31886 152 $186.86 431-030-041 31886 153 $186.86 431-030-041 31886 154 $186.86 431-030-041 31886 155 $186.86 431-030-041 31886 156 $186.86 431-030-041 31886 157 $186.86 431-030-041 31886 158 $186.86 431-030-041 31886 159 $186.86 431-030-041 31886 185 $186.86 431-030-041 31886 186 $186.86 431-030-041 31886 187 $186.86 431-030-041 31886 188 $186.86 431-030-041 31886 189 $186.86 431-030-041 31886 190 $186.86 Page 1 of 6 David Taussig & Associates, Inc. City of San Jacinto Annexation No. 28 to Assesssment District No. 2003-1 FY 2007-08 Assessment Roll FY 2007-08 APN Tract Lot Assessment 431-030-041 31886 191 $186.86 431-030-041 31886 192 $186.86 431-030-041 31886 193 $186.86 431-030-041 31886 194 $186.86 431-030-041 31886 195 $186.86 431-030-041 31886 196 $186.86 431-030-041 31886 197 $186.86 431-030-041 31886 198 $186.86 431-030-041 31886 199 $186.86 431-030-041 31886 200 $186.86 431-030-041 31886 201 $186.86 431-030-041 31886 202 $186.86 431-030-041 31886 203 $186.86 431-030-041 31886 204 $186.86 431-030-041 31886 205 $186.86 431-030-041 31886 206 $186.86 431-030-041 31886 207 $186.86 431-030-041 31886 208 $186.86 431-030-041 31886 209 $186.86 431-030-041 31886 210 $186.86 431-030-041 31886 211 $186.86 431-030-041 31886 212 $186.86 431-030-041 31886 213 $186.86 431-030-041 31886 214 $186.86 431-030-041 31886 215 $186.86 431-030-041 31886 216 $186.86 431-030-041 31886 217 $186.86 431-030-041 31886 218 $186.86 431-030-041 31886 219 $186.86 431-030-041 31886 220 $186.86 431-030-041 31886 221 $186.86 431-030-041 31886 222 $186.86 431-030-041 31886 223 $186.86 431-030-041 31886 224 $186.86 431-030-041 31886 225 $186.86 431-030-041 31886 226 $186.86 431-030-041 31886 227 $186.86 431-030-041 31886 228 $186.86 431-030-041 31886 229 $186.86 431-030-041 31886 230 $186.86 431-030-041 31886 231 $186.86 431-030-042 31886 53 $186.86 431-030-042 31886 54 $186.86 431-030-042 31886 55 $186.86 431-030-042 31886 56 $186.86 431-030-042 31886 57 $186.86 431-030-042 31886 58 $186.86 431-030-042 31886 59 $186.86 431-030-042 31886 60 $186.86 431-030-042 31886 61 $186.86 431-030-042 31886 62 $186.86 431-030-042 31886 63 $186.86 431-030-042 31886 64 $186.86 431-030-042 31886 65 $186.86 431-030-042 31886 66 $186.86 Page 2 of 6 David Taussig & Associates, Inc. City of San Jacinto Annexation No. 28 to Assesssment District No. 2003-1 FY 2007-08 Assessment Roll FY 2007-08 APN Tract Lot Assessment 431-030-042 31886 67 $186.86 431-030-042 31886 68 $186.86 431-030-042 31886 69 $186.86 431-030-042 31886 70 $186.86 431-030-042 31886 71 $186.86 431-030-042 31886 72 $186.86 431-030-042 31886 73 $186.86 431-030-042 31886 74 $186.86 431-030-042 31886 75 $186.86 431-030-042 31886 76 $186.86 431-030-042 31886 77 $186.86 431-030-042 31886 78 $186.86 431-030-042 31886 79 $186.86 431-030-042 31886 80 $186.86 431-030-042 31886 81 $186.86 431-030-042 31886 82 $186.86 431-030-042 31886 83 $186.86 431-030-042 31886 84 $186.86 431-030-042 31886 85 $186.86 431-030-042 31886 86 $186.86 431-030-042 31886 87 $186.86 431-030-042 31886 88 $186.86 431-030-042 31886 89 $186.86 431-030-042 31886 90 $186.86 431-030-042 31886 91 $186.86 431-030-042 31886 92 $186.86 431-030-042 31886 93 $186.86 431-030-042 31886 94 $186.86 431-030-042 31886 95 $186.86 431-030-042 31886 96 $186.86 431-030-042 31886 97 $186.86 431-030-042 31886 98 $186.86 431-030-042 31886 99 $186.86 431-030-042 31886 100 $186.86 431-030-042 31886 101 $186.86 431-030-042 31886 102 $186.86 431-030-042 31886 103 $186.86 431-030-042 31886 104 $186.86 431-030-042 31886 105 $186.86 431-030-042 31886 106 $186.86 431-030-042 31886 107 $186.86 431-030-042 31886 108 $186.86 431-030-042 31886 109 $186.86 431-030-042 31886 110 $186.86 431-030-042 31886 111 $186.86 431-030-042 31886 112 $186.86 431-030-042 31886 113 $186.86 431-030-042 31886 114 $186.86 431-030-042 31886 115 $186.86 431-030-042 31886 116 $186.86 431-030-042 31886 117 $186.86 431-030-042 31886 118 $186.86 431-030-042 31886 119 $186.86 431-030-042 31886 120 $186.86 431-030-042 31886 121 $186.86 Page 3 of 6 David Taussig & Associates, Inc. City of San Jacinto Annexation No. 28 to Assesssment District No. 2003-1 FY 2007-08 Assessment Roll FY 2007-08 APN Tract Lot Assessment 431-030-042 31886 122 $186.86 431-030-042 31886 123 $186.86 431-030-042 31886 124 $186.86 431-030-042 31886 125 $186.86 431-030-042 31886 126 $186.86 431-030-042 31886 127 $186.86 431-030-042 31886 128 $186.86 431-030-042 31886 129 $186.86 431-030-042 31886 130 $186.86 431-030-042 31886 131 $186.86 431-030-042 31886 132 $186.86 431-030-042 31886 133 $186.86 431-030-042 31886 134 $186.86 431-030-042 31886 135 $186.86 431-030-042 31886 136 $186.86 431-030-042 31886 137 $186.86 431-030-042 31886 138 $186.86 431-030-042 31886 139 $186.86 431-030-042 31886 140 $186.86 431-030-042 31886 141 $186.86 431-030-042 31886 160 $186.86 431-030-042 31886 161 $186.86 431-030-042 31886 162 $186.86 431-030-042 31886 163 $186.86 431-030-042 31886 164 $186.86 431-030-042 31886 165 $186.86 431-030-042 31886 166 $186.86 431-030-042 31886 167 $186.86 431-030-042 31886 168 $186.86 431-030-042 31886 169 $186.86 431-030-042 31886 170 $186.86 431-030-042 31886 171 $186.86 431-030-042 31886 172 $186.86 431-030-042 31886 173 $186.86 431-030-042 31886 174 $186.86 431-030-042 31886 175 $186.86 431-030-042 31886 176 $186.86 431-030-042 31886 177 $186.86 431-030-042 31886 178 $186.86 431-030-042 31886 179 $186.86 431-030-042 31886 180 $186.86 431-030-042 31886 181 $186.86 431-030-042 31886 182 $186.86 431-030-042 31886 183 $186.86 431-030-042 31886 184 $186.86 431-030-043 31886 1 $186.86 431-030-043 31886 2 $186.86 431-030-043 31886 3 $186.86 431-030-043 31886 4 $186.86 431-030-043 31886 5 $186.86 431-030-043 31886 6 $186.86 431-030-043 31886 7 $186.86 431-030-043 31886 8 $186.86 431-030-043 31886 9 $186.86 431-030-043 31886 10 $186.86 Page 4 of 6 David Taussig & Associates, Inc. City of San Jacinto Annexation No. 28 to Assesssment District No. 2003-1 FY 2007-08 Assessment Roll FY 2007-08 APN Tract Lot Assessment 431-030-043 31886 11 $186.86 431-030-043 31886 12 $186.86 431-030-043 31886 13 $186.86 431-030-043 31886 14 $186.86 431-030-043 31886 15 $186.86 431-030-043 31886 16 $186.86 431-030-043 31886 17 $186.86 431-030-043 31886 18 $186.86 431-030-043 31886 19 $186.86 431-030-043 31886 20 $186.86 431-030-043 31886 21 $186.86 431-030-043 31886 22 $186.86 431-030-043 31886 232 $186.86 431-030-043 31886 233 $186.86 431-030-043 31886 234 $186.86 431-030-043 31886 235 $186.86 431-030-043 31886 236 $186.86 431-030-043 31886 237 $186.86 431-030-043 31886 238 $186.86 431-030-043 31886 239 $186.86 431-030-043 31886 240 $186.86 431-030-043 31886 241 $186.86 431-030-043 31886 242 $186.86 431-030-043 31886 243 $186.86 431-030-043 31886 244 $186.86 431-030-043 31886 245 $186.86 431-030-043 31886 246 $186.86 431-030-043 31886 247 $186.86 431-030-043 31886 248 $186.86 431-030-043 31886 249 $186.86 431-030-043 31886 250 $186.86 431-030-043 31886 251 $186.86 431-030-043 31886 252 $186.86 431-030-043 31886 253 $186.86 431-030-043 31886 254 $186.86 431-030-043 31886 255 $186.86 431-030-043 31886 256 $186.86 431-030-043 31886 257 $186.86 431-030-043 31886 258 $186.86 431-030-043 31886 259 $186.86 431-030-043 31886 260 $186.86 431-030-043 31886 261 $186.86 431-030-043 31886 262 $186.86 431-030-043 31886 263 $186.86 431-030-043 31886 264 $186.86 431-030-043 31886 265 $186.86 431-030-043 31886 266 $186.86 431-030-043 31886 267 $186.86 431-030-043 31886 268 $186.86 431-030-043 31886 269 $186.86 431-030-043 31886 270 $186.86 431-030-043 31886 271 $186.86 431-030-043 31886 272 $186.86 431-030-043 31886 273 $186.86 431-030-043 31886 274 $186.86 Page 5 of 6 David Taussig & Associates, Inc. APN 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 431-030-043 Total Total Tract 31886 31886 31886 31886 31886 31886 31886 31886 31886 31886 31886 31886 31886 31886 31886 31886 31886 31886 31886 31886 31886 31886 31886 31886 31886 31886 31886 31886 31886 31886 31886 31886 31886 31886 31886 31886 31886 31886 31886 31886 31886 31886 31886 31886 31886 31886 31886 Assessment for FY 2007-08 Ass City of San Jacinto Annexation No. 28 to Assesssment District No. 2003-1 FY 2007-08 Assessment Roll FY 2007-08 Lot Assessment 275 $186.86 276 $186.86 277 $186.86 278 $186.86 279 $186.86 280 $186.86 281 $186.86 282 $186.86 283 $186.86 284 $186.86 285 $186.86 286 $186.86 287 $186.86 288 $186.86 289 $186.86 290 $186.86 291 $186.86 292 $186.86 293 $186.86 294 $186.86 295 $186.86 296 $186.86 297 $186.86 298 $186.86 299 $186.86 300 $186.86 301 $186.86 302 $186.86 303 $186.86 304 $186.86 305 $186.86 306 $186.86 307 $186.86 308 $186.86 309 $186.86 310 $186.86 311 $186.86 312 $186.86 313 $186.86 314 $186.86 315 $186.86 316 $186.86 317 $186.86 318 $186.86 319 $186.86 320 $186.86 321 $186.86 Zone 39: $59,982.06 essment: $59,982.06 K:\CLIENTS2\San Jacinto \roadmaint\Annex No. 28\Assessment_Roll.rpt Page 6 of 6 EXHIBIT C ENGINEER'S REPORT DETAILED COST ESTIMATE : ZONE 39 David Taussig and Associates, Inc. Exhibit C Detailed Cost Estimate City of San Jacinto AD No. 2003-1, Annexation No. 28 Zone 39 Tract No. 31886 Curb Length Curb - Miles Cost Per Curb -Mile Annual Cost Street Sweeping 28,884 5.47 $201.14 $1,100.32 Quantity Units Unit Price Cost Slurry Seal: Mobilization 1 I.s. $2,793.60 $2,794 Place slurry seal 519,912 s.f. $0.11 $58,097 Crack Seal @ 20% of slurry seal cost - I.s. $0.00 $11,619 Striping 1 I.s. $2,793.60 $2,794 Traffic Control 1 I.s. $2,793.60 $2,794 Total $78,097 Quantity Units Unit Price Cost Grind and Overlay Mobilization 1 I.s. $4,469.76 $4,470 Grind 519,912 s.f. $0.03 $17,429 0.15' asphaltic concrete paving overlay 5,459 tons $39.11 $213,506 Striping 1 I.s. $2,793.60 $2,794 Traffic Control 1 I.s. $2,793.60 $2,794 Total $240,993 Quantity Units Unit Price Cost Remove and Reconstruct Mobilization 1 I.s. $11,174.39 $11,174 Remove concrete curb @ 10% of total quantity 2,888 I.f. $1.12 $3,228 Remove sidewalk @ 10% of total quantity 15,886 s.f. $0.17 $2,663 Grind 0.33' AC paving 519,912 s.f. $0.07 $38,925 construct 6" curb @10% of total quantity 2,888 I.f. $8.49 $24,530 construct 6' wide sidewalk @ 10% of total quantity 15,886 s.f. $1.96 $31,066 construct 0.25' AC paving 9,098 tons $39.11 $355,844 Striping 1 I.s. $2,793.60 $2,794 Traffic control 1 I.s. $2,793.60 $2,794 Total K:\CLIENTS2\San Jacinto\roadmaint\Annex No. 28\[tract 31886.xls]Exhibit C $473,017 EXHIBIT D ENGINEER'S REPORT COST OF SERVICES SUMMARY : ZONE 39 David Taussig and Associates, Inc. Exhibit D Cost of Services Summary City of San Jacinto AD No. 2003-1, Annexation No. 28 Component Costs per Occurrence 11 Zone No. of Lots Curb -Miles Paving Area (SF) Street Sweeping Slurry Seal Grind and Overlay Remove & Reconstruct Construction Administration (10%) FY 2007-08 District Admin [2] 39 321 5.47 519,912 $1,100 $78,097 $240,993 $473,017 $4,064 $7,229 [1] Refer to Exhibit C for details of the cost calculations. [2] An additional $22.52 per single family residential lot was added for annual administration of Annexation No. 28 to the Assessment District. K:\CLIENTS2\San Jacinto\roadmaint\Annex No. 28 Tract 31886.xls]Exhibit D EXHIBIT E ENGINEER`S REPORT CASH FLOW MODEL : ZONE 39 David Taussig and Associates, Inc. FY Year Begin- ning Exhibit E Street Maintenance Allocation [1] City of San Jacinto AD No. 2003-1, Annexation No. 28 Zone 39 Tract No. 31886 Projected Annual Fund Balance Assessment Street Slurry Grind and Remove & Construction District Total Annual Annual Interest (Revenue Revenue Sweeping Seal Overlay Reconstruct Administration Admin Expenditure Revenue Minus Cost) 1 2007 $59,983 $1,100 2 2008 $61,842 $1,134 3 2009 $63,760 $1,170 4 2010 $65,736 $1,206 $85,588 5 2011 $67,774 $1,243 6 2012 $69,875 $1,282 7 2013 $72,041 $1,322 8 2014 $74,274 $1,362 $96,704 9 2015 $76,577 $1,405 10 2016 $78,951 $1,448 11 2017 $81,398 $1,493 12 2018 $83,922 $1,539 13 2019 $86,523 $1,587 14 2020 $89,205 $1,636 15 2021 $91,971 $1,687 16 2022 $94,822 $1,739 $123,457 17 2023 $97,761 $1,793 18 2024 $100,792 $1,849 19 2025 $103,916 $1,906 20 2026 $107,138 $1,965 $139,492 21 2027 $110,459 $2,026 22 2028 $113,883 $2,089 23 2029 $117,414 $2,154 24 2030 $121,054 $2,221 25 2031 $124,806 $2,289 26 2032 $128,675 $2,360 27 2033 $132,664 $2,434 28 2034 $136,777 $2,509 $178,082 29 2035 $141,017 $2,587 30 2036 $145,388 $2,667 31 2037 $149,895 $2,750 32 2038 $154,542 $2,835 $201,212 33 2039 $159,333 $2,923 34 2040 $164,272 $3,013 35 2041 $169,365 $3,107 36 2042 $174,615 $3,203 $110 $7,229 $8,439 $0 $51,544 $113 $7,453 $8,701 $0 $104,685 $117 $7,684 $8,971 $0 $159,474 $8,679 $7,922 $103,395 $0 $121,815 $124 $8,168 $9,535 $0 $180,054 $128 $8,421 $9,831 $0 $240,098 $132 $8,682 $10,136 $0 $302,003 $9,807 $8,951 $116,825 $0 $259,453 $140 $9,229 $10,774 $0 $325,255 $145 $9,515 $11,108 $0 $393,098 $149 $9,810 $11,452 $0 $463,044 $337,170 $33,871 $10,114 $382,694 $0 $164,271 $159 $10,427 $12,173 $0 $238,621 $164 $10,751 $12,551 $0 $315,276 $169 $11,084 $12,940 $0 $394,307 $12,520 $11,428 $149,144 $0 $339,985 $179 $11,782 $13,754 $0 $423,992 $185 $12,147 $14,181 $0 $510,603 $191 $12,524 $14,620 $0 $599,899 $14,146 $12,912 $168,515 $0 $538,522 $203 $13,312 $15,541 $0 $633,440 $209 $13,725 $16,023 $0 $731,300 $215 $14,150 $16,519 $0 $832,194 $486,354 $48,858 $14,589 $552,021 $0 $401,227 $229 $15,041 $17,560 $0 $508,473 $236 $15,507 $18,104 $0 $619,045 $243 $15,988 $18,665 $0 $733,044 $18,059 $16,484 $215,134 $0 $654,687 $259 $16,995 $19,840 $0 $775,863 $267 $17,522 $20,455 $0 $900,796 $275 $18,065 $21,089 $0 $1,029,602 $20,405 $18,625 $243,077 $0 $941,068 $292 $19,202 $22,417 $0 $1,077,983 $301 $19,797 $23,112 $0 $1,219,143 $311 $20,411 $23,829 $0 $1,364,679 $1,376,987 $138,019 $21,044 $1,539,253 $0 $41 Totals $3,872,420 $71,035 $824,535 $823,524 $1,376,987 $309,608 $466,689 $3,872,379 $0 Number of Single Family Residential Lots 321 Year 1 Cost per Residential Lot $186.86 [11 Assumes costs and annual assessment revenue escalate at an average rate of 3.1%. K\CLIENTS2\San Jacinto\roads nMnnex No. 281[tract 31886.xls]Exhibtt E AGENDA TRANSMITTAL FORM TO: Dorothy L. Chouinard, City Clerk 1 Enclosure: Staff Report for CC Meeting of July 5, 2007 [CC or RDA] [date] Declare Surplus in AD 94-1 Soboba Springs Bond Fund and Use Balance of Funds for Improving Interior Slopes in Soboba Springs Development X Consent Calendar Item Public Hearing Item: Notice required yes no Copy attached yes no Published (date(s)) Notices sent (date(s) City Departments Item Attachments include: A. B. C. Other: Please provide a fully executed copy of documents to: _ Please record and return conformed copy Your IMMEDIATE attention is necessary Comments: DATE: June 25, 2007 Bernard Simon, Finance Director [Name], [Title] \\SanJacl\Users\BSimon\Bemie\Council Reports\07-05-07 AD94-1 Surplus Funds CC.doc AGENDA ITEM 5, f) July 5, 2007 TO: The Honorable Mayor and Members of the City Council FROM: Bernie Simon, Finance Director Mike Emberton, Public Works Director SUBJECT: Declare Surplus in AD 94-1 Soboba Springs Bond Fund and Use Balance of Funds for Improving Interior Slopes in Soboba Springs Development RECOMMENDATION: By motion, and majority vote: 1) Declare balance of funds remaining in AD 94-1 Soboba Springs Project Debt Service Fund (043) $8,800 as surplus and transfer such funds into the General Fund, 2) Appropriate $8,800 of General Fund surplus funds received from closing of AD 94-1 Debt Service Fund for improving the interior Slope in Soboba Springs Development. BACKGROUND: In 1994, the City issued $638,366 in Assessment District 94-1 Bonds for the Soboba Springs Improvement Project Area. The purpose of the bonds was to pay for infrastructure improvements in the Soboba Springs development. Staff was able to pay all remaining outstanding bonds in September 2006 through a combination of low delinquency rates of assessments in AD 94-1, a large infusion of cash from interest and penalties, a large percentage of assessment prepayments by property owners and aggressive debt reduction by staff. This resulted in the retirement of the bonds eight years early and a gross savings to the property owners in the amount of $534,000. This also resulted in a final surplus to the district in the amount of approximately $21,400. In FY 2006-07, Public Works budgeted and used $12,095 of the surplus Page 1 of 2 in AD 94-1 for the rehabilitation of Soboba Road landscaping pending the final surplus number. DISCUSSION: Soboba Road landscaping was originally part of the facilities paid for by the bond funds and therefore was eligible for use of such funds. Another area of concern for staff and the residents is the deteriorated condition of the interior slope adjacent to the walkway in the center of the development. However, Bond Counsel and our District Consultant have both opined that such money could not be used for this purpose. The money may be transferred to the General Fund once a surplus has been declared. Once the funds are transferred to the General Fund they may be used for any use directed by Council. Staff is requesting an action to declare a surplus and then request an action for an appropriation of General Funds to initiate the Soboba Springs interior slope rehabilitation. The funds would be used to rehabilitate two sloped areas within the development (that are approximately 50 X 20 yards each). The scope of the work would include rehabilitating both irrigation systems (timers, vales, heads, etc), preparing soil, planting ground cover and shrubs. ALTERNATIVES: 1) Approve and Appropriate 2) Deny 3) Approve surplus and do not appropriate funds for expenditure FISCAL IMPACT: The General Fund expenditure of $8,800 is offset by revenue from surplus funds in the same amount. ATTACHMENTS: Page 2 of 2 AGE\DA TRANSMITTAL FORM TO: Dorothy L. Chouinard, City Clerk Enclosure: Staff Report for CC Meeting of July 5,2007 [CC or RDA] [date] Approve Job Description and Salary Range for Senior Accountant- XX Consent Calendar Item Public Hearing Item: Notice required yes no Copy attached yes no Published (date(s)) Notices sent (date(s) City Departments Item Attachments include: A. Senior Accountant Position B. Salary Survey C. Other: Please provide a fully executed copy of documents to: _ Please record and return conformed copy Your IMMEDIATE attention is necessary Comments: DATE: June 25,2007 Bernard Simon, Finance Director [Name], [Title] \\SanJac1\Users\BSimon\Bernie\Personnel\New Employee\07-05-07 Senior Acct Agenda - CC Transmittal Form.doc AGENDA ITEM 3. ID - July 5, 2007 TO: The Honorabl Mayor and Members of the City Council FROM: Bernie Simon, inance Director SUBJECT: Approve Job Description and Salary Range for Senior Accountant - RECOMMENDATION: Staff recommends that the City Council, by motion, approve Job Description and Salary Range M-79 for Senior Accountant position. BACKGROUND: Staff has an immediate need for a high professional level accountant that preferably has had experience working with budgets, cost accounting in a fund accounting environment. Council approved funding for the position in the FY 2007-08 Budget. The City's use of maintenance assessment districts for landscaping, lighting, drainage, road maintenance and maintenance CFD's now generate over $7 million in assessments. This has also created a large administrative burden for the Special District Administrator and the Finance staff to maintain. DISCUSSION: A Senior Accountant position is needed to work with all aspects of special districts including tracking special district developer deposits, assist in calculations of fully burdened hourly rates for certain types of work for cost accounting purposes, special district budgeting cost recovery, assist in the work order implementation and allocation of certain indirect costs from the program budgets down to the special benefit zone. The job would involve highly complex issues, numerous problems to be resolved and would require a high degree of independent decision making. A college degree in Accounting or Finance would be the minimal requirement along with appropriate experience. Page 1 of 2 Staff has used an accounting service for the last year and a half with satisfactory results. With the continuing growth in the number of annexations into the assessment districts and CFD's, staff believes that it is time to bring this function in house for more continuity of staff and more efficiency in the function of special district accounting. Using an accounting service for the last year and a half has also allowed staff to confirm that an FTE is needed and what those job functions would be. The cost of going from the contracted cost to a city FTE will be approximately the same. However, the level of service would increase because the budget for the contract service allowed only enough time for a principle accountant to be here for two to three days a week. Staff has used a mix of professionals to increase the hours that would be available during the contract period by using a lower level staff member, or a combination thereof. Attached is a Human Resources survey that resulted in an average monthly salary range of $4,600 to $5,619. Unfortunately, only three of fourteen survey cities had a similar position and the Perris position is more comparable to our Special District Administrator. In addition, most other cities allow a combination of education and experience as minimum requirement, whereas staff recommends requiring a degree for this position. Therefore, staff recommends a management salary range of M-79, $5,105 — $6,206 per month. This is an annual salary cost is $61,264 to $74,472 per year. The annual cost of salary and benefits, (using an approximate 45% benefits %) would be $88,833 to $107,984 per year. The proposed salary range of M-79 is recommended because that position would report to the General Accounting Manager M-105 and is the same salary range and just as complex as that of the Finance Supervisor/Risk Manager M-79, which does not require a college degree. ALTERNATIVES 1) Approve, 2) Do not approve. FISCAL IMPACT: The position is funded in the FY 2007-08 budget. 100% of the cost would be paid for by special districts. ATTACHMENTS: Job Description — Senior Accountant Salary Survey Page 2of2 CITY OF SAN JACINTO JOB DESCRIPTION PROPOSED: 02-08-2007 PERSONNEL DEPARTMENT LEVEL: 1 M 79 Senior Accountant- Special Districts Job Summary Under the direction of the General Accounting Manager, the Senior Accountant performs professional level accounting functions pertaining to Governmental Finance Operations. The Senior Accountant is primarily responsible for the maintenance of general and subsidiary ledgers, and responsible keeping the proper and supporting documentation for all transactions. The Senior Accountant will assist in the preparation of financial analysis, cost accounting and other allocations based on a reasonable and rational basis, providing financial information, assist in periodic audits; perform related duties as required. General Representative Duties Duties may include, but are not limited to: Maintain journals and General Ledgers of financial transactions and prepare analytical reports, and maintain supporting documentation and controls. Perform monthly Expenditure, Revenue and General Ledger Closings and yearly account balance rollovers. Perform highly complex cost accounting calculations to distribute indirect costs to numerous assessment districts. Review, Adjustments as needed, and distribute Budget Variance Reports to Departments. Coordinate activities with Special District Administrator. Maintain Grant Accounting files on grants using external accounting software Maintain developer deposit files. Perform analytical analysis on current data and historical data; prepare detail reports for departments, Finance Director or Council. Supervise, direct, train, review and approve work product, as needed and evaluate subordinate clerical and accounting personnel, as needed. Page 2 - Senior Accountant Job Description (Cont.) Assist in preparation of Annual Budget. Assist auditors in the annual audit of the financial books and records of the City. Maintain, update, and reconcile Financial Accounting Budget to Budget document and budget adjustments. Maintain and prepare cash flow reports. Perform other duties, as assigned, by General Accounting Manager or Finance Director. Prepare written reports on Revenues and Expenditures, as requested. Conduct internal audits and investigations as assigned. Assist in preparation of written accounting procedures and internal control documents. Coordinate audit related activities with other City departments, divisions, sections and outside agencies. Specific Assigned Tasks Specific Assigned Tasks may include, but are not limited to: 1) Must maintain, cost accounting records and documentation of indirect cost allocations. 2) Must coordinate landscape change orders with Special District Administrator and Public Works. 3) Assist in Assessment District Budget Preparation with Special District Administrator and Public Works, 4) Must maintain monthly documentation and analysis of Assessment District Balance Sheet accounts. 5) Must review Revenue accounts, on at least a monthly basis, to review for miscoding, variances and lost revenues. 6) Must review Expenditure accounts, on at least a monthly basis, to determine that actual expenditures are within budgeted line items, exceptions must be documented, investigated and communicated to the department and the General Accounting Manager and Finance Director, and initiate the appropriate action; i.e. correct, reclassify, stop funding, etc. 7) Must be able to prepare monthly adjusting journal entries and enter them into the H.T.E. system. 8) Must be able to properly calculate and prepare allocations to the various budget and program centers. 9) Research Governmental Codes, and make decisions based on a reasonable interpretation. 10) Must have ability to prepare budget reports and investigate variances, make correcting adjustments or make recommendations to the General Accounting Manager ,Finance Director and or Department Head for any needed changes. Page 3 - Senior Accountant Job Description (Cont.) 11) Must be able to do journal entries, budget adjustments in a governmental accounting fund environment. 12) Must be able to assist General Accounting Manager and Finance Director in establishing and publishing procedures, policies and financial guidelines. 13) Assist accounting for infrastructure CFD's, and debt administration of CFD debt, if any. 14) Assist in long-term cash flow analysis. 15) Assist accounting for infrastructure CFD's, and debt administration of CFD debt, if any. 16) Must be able to maintain Work Order System data for Finance and work with Special Districts and Public Works to monitor, correct, adjust the reporting data, make recommendations to improve the hourly reporting data Public Works and Special Districts. 17) Maintains Bank Balances and Forecasts future Cash short term cash requirements and transfers surplus funds to investment accounts, as necessary, to earn interest earnings, draw down funds, as necessary, from investment accounts to fund current operating costs. Prepares cash reports to Finance Director. 18) Must keep current in technology trends and current with the ever changing software. 19) Must be able to review work of Accounting Technician and Accounts Payable Function and approve and review work, as needed. 20) Assist in Annual Tax Roll for Assessment Districts, CFD's and Landscape, Lighting Assessment District and property nuisances. 21) Maintain files on developer deposits. 22) Maintain files on Loans Payable. 23) Maintains updates and reconciles Budget Document to Accounting System. 24) Calculate developer buyout and prepare report. 25) Calculate accruals, deferrals, prepaids and amortization of Expenditures. 26) Track and Annually Report on CFD Revenue and Expenditures. Desired Minimum Qualifications Knowledge of: Principles and procedures of governmental fund accounting, budgeting, auditing, and financial analysis; Principles of governmental accounting (GASB) and generally accepted accounting principles (GAAP); Knowledge and experience in the use of computerized accounting systems; Knowledge of California Governmental Code sections relating to Cities and Special Districts including Assessment Districts and Community Facilities Districts; Knowledge of Construction in progress reporting; Knowledge of California Lien laws; Page 4 - Senior Accountant Job Description (Cont.) Basic understanding of California Land Use and Zoning Laws would be helpful, Knowledge and practical experience in the use of Personal Computer Systems (PC), using at least a Windows 2000 operating system; Knowledge and practical working experience in PC software, primarily Microsoft Excel, Access, Microsoft Word and PowerPoint; Knowledge and practical experience using server networked computer systems and using shared directory and files; Knowledge and practical experience using and doing research on the Internet, utilizing Netscape or Explore and utilizing E Mail systems; downloading, uploading electronic files; Ability to: Read, understand and apply government codes to financial accounting and decision - making; Implement accounting procedures and recommend revised procedures to increase efficiency; Use GASB and GAAP pronouncements to account for financial transactions; Become familiar with and become responsible for computerized accounting system including the ledgers and journal entry system; Provide backup support for AS400 maintenance and H.T.E. System; Backup accounting technician position; Serve as temporary General Accounting Manager, as needed; Keep up with new computer technology in order to become more efficient, Work with Personnel and Departments in order to solve problems; Must be able to work under pressure and complete multiple projects simultaneously. Operate a 10 key adding machine by touch. Education and/or Experience Bachelors' degree in Accounting or Finance from an accredited college or university and a minimum two years work experience as an accountant or auditor, including one year recent governmental fund accounting experience; or An advanced degree in Accounting or Finance, or a CPA Certificate; and a minimum of Twelve (12) units in college accounting and auditing (including governmental fund accounting) with a minimum of one year work experience in accounting or auditing. Licenses, Certificates and Special Requirements CPA License or an advance degree in Accounting, Finance or Business is highly desirable. Must possess and maintain a valid California Driver's License and maintain a clean driving record for insurability through the City of San Jacinto. Failure to maintain license/insurability will result in disciplinary procedures including suspension without pay, demotion, and/or termination without Administrative or Judicial appeal. Page 5 - Senior Accountant Job Description (Cont.) PHYSICAL AND MENTAL REQUIREMENTS Regularly required to use hands and fingers to handle, feel or operate computers, telephones, adding machines, copy machines, etc. Frequently required to stand, talk or hear, walk, sit, stoop and kneel. Regularly required to use written and oral communication skills, rear and interpret data, analyze and solve problems, observe and interpret situations and interact with City staff and citizens. Occasionally, lift boxes of up to 40 Ibs for supplies and storage. PRE -EMPLOYMENT All employment offers are contingent upon successful completion of a pre -employment physical exam, including a drug / alcohol test, and a background investigation which includes finger printing. CONTACTS Senior Accountant / Special Districts SURVEY - SALARY RANGE MONTHLY ANNI. 1. Banning Did not respond ^�� 2. Beaumont Did not respond 3. Coachella $4,533 $5,509 $54,396 $66,108 4. Cathedral City Did not respond 5. Hemet Does not have a Senior Accountant position. The Accounting Tech. III handles the duties. 6. Lake Elsinore Did not respond 7. LaQuinta Does not have a Senior Accountant position. Accounting Mgr. handles the duties. 8. Moreno Valley $4,720 $6,645 $56,640 $79,740 9. Murrieta $4,812 $5,053 $57,744 $60,631 10. Palm Desert Does not have a Senior Accountant position. Accountant II handles the duties. 11. Palm Springs Does not have Senior Accountant position. Senior Accountant & Accounting Supervisor handles duties. 12. Perris $4,335 $5,270 $52,020 $63,240 13. Rancho Mirage Does not have a Senior Accountant position 14. Temecula Position upgraded to an Accounting Manager and duties split through the engineers in Public Works. Average LOW: $18, 400 divided by 4 responses = $4600 mo. HIGH: $22,477 divided by 4 responses = $5619 mo. Survey Results Monthly: $4600 - $5619 Annual: $55,200 - $67,430 Special Districts Coord. LOW: $220,800 divided by 4 responses = $55,200 annually HIGH: $269,719 divided by 4 responses = $67,430 annually AGENDA - TRANSMITTAL FORM TO: Dorothy L. Chouinard, City Clerk Enclosure: Staff Report forCC meeting of [CC or RDA] Consent Calendar Item Public Hearing Item: Notice required yes no Copy attached yes no Published (date(s)) Notices sent (date(s) City Departments Item Attachments include (this needs to match the attachment list in the Staff Report: A. B. C. Other: Please provide a fully executed copy of documents to: Please record and return conformed copy Your IMMEDIATE attention is necessary Comments: (date) Name of person that will be presenting item at the meeting DATE: [Name or Initials]. [Title] S:\City Clerk\CC RPT 06\AGENDA Transmittal Foriu.doc AGENDA ITEM 3• / July 5, 2007 TO: The Honorable Mayor and Members of the City Council FROM: Habib Motlagh, City Engineer SUBJECT: Temporary Road Closure, Ramona Blvd. between Lyon Avenue and Sanderson Avenue RECOMMENDATION: Staff recommends that the City Council, by motion, approve the temporary road closure on Ramona Blvd. between Lyon Avenue and Sanderson Avenue, to occur between July 6, 2007 and August 3, 2007. DISCUSSION: Reference is made to attached letter dated June 26, 2007 from Shea Homes providing detailed explanation for the need to close the road. The temporary road closure, if approved, will be subject to the following: • Approval of detailed detour plans by City including installation of minimum of 2 flashing message signs. • Detour for northbound Lyon will be directed to Chase Street and then to Ramona Expressway. • All Public Safety Agencies shall be notified 72 hours before such closure. • The local weekly and daily papers shall also be advised of the closure. • Access to existing homes and developments (Alexander Communities) as well as access to residents along Ramona Blvd. shall be available at all times. ALTERNATIVES: Approval of Closure: Approve the closure with conditions stated above. Denial of Closure: Deny the proposed closure and direct staff on how to proceed. Page 1 of 2 FISCAL IMPACT: There will be no fiscal impact to the City by permitting the road closure. All costs for construction, traffic control, and overtime inspection will be borne by the developer. ATTACHMENTS: ® Letter from Shea Homes requesting road closure, dated June 26, 2007 Page 2 of 2 Fro„,w,y „or mpAN,E R yEARs S June 26, 2007 4ieaflOmeS Caring silice 1881 Mr, Habib Motlagh„ City Engineer City of San Jacinto 201 East. Main Street San Jacinto, CA 92583 SUBJECT: Tract 31886 Request for City Council Agenda item to consider Traffic Control Plan for Ramona Boulevard Construction Dear Mr. Motlagh: This is a request to place an item on the next City Council Agenda for the discussion of imminent Ramona Boulevard construction activities. A revised Traffic Control Plan has been submitted for review and approval by the City to facilitate closure of Ramona Boulevard for four weeks during construction of sewer improvements. Background Ramona Boulevard has been previously closed for the construction of the trunk sewer by Eastern Municipal Water District. The trunk sewer is over 30 feet deep. As the last part of that project, Ramona Boulevard was repaved to the existing pavement limits in mid-2006, and then was re -opened to public traffic in fall of 2006. Improvement plans for sewer construction required for Tract 31886 in Ramona Boulevard were approved in January, 2007. The lag between the approval of these plans and the trunk sewer construction was, in part due to the following: 1. The deep trunk sewer construction encountered groundwater problems. Originally, tract 31886 was to connect directly to the trunk sewer at four locations. Due to groundwater problems, these planed connections became infeasible. Between January 2006 and August 2006, alternative concepts were developed and evaluated by the design team, the City, and EMWD until the approved design resulted. A second sewer within Ramona Boulevard collecting the tract. sewerage is now proposed. 7 The City and EMWD envisioned the second sewer within Ramona Boulevard conveying tract sewerage would be connected to the trunk sewer using boring methods (similar to the trunk sewer work performed in 2006). Unfortunately, Shca Homes, with F,MWD's assistance, has been unable to find a contractor willing to construct the sewer using these construction methods given the significant "if/ ‘fn-rnt.r Poorti• ( " Or01111dWater issues encountered during the 2006 construction 600 Shra flovaes Li;nicrel Par,71,11.Ztt, :71r .tiftra /1otoet 411:tml'eti:T17.1topm:t, ,trotor, 1:4 .9, 9,700 951 7_18.1758 COncuments Settingsl1itralolLocal S 01'cmporay ntemfiles',01.K I Il%Traffic Control Hearing Request G6262007 doe Mr. Habib Motlagh June 26, 2007 Page 2 3. Shea Homes and the City explored an additional alternative to avoid a road closure. This alternative utilized a drop manhole. Unfortunately, this alternative was ultimately not acceptable to the City. Therefore, Shea Homes is proceeding with construction of the approved sewer design. Proposed Construction The Ramona Boulevard sewer was constructed first just outside the existing .pavement. Traffic control was done during hours of construction by flagging to preserve a construction staging area in one lane while keeping the other lane open. Both lanes were open at night. This construction was begun after the City approved the traffic control. The remaining sewer line construction (approximately 200-feet) will require the closing of Ramona Boulevard to connect the tract sewer line to the trunk sewer. We anticipate closing Ramona Boulevard on July 6, 2007 and reopening the road on August 3, 2007. Other construction in Ramona Boulevard, including the storm drain and street improvements, will proceed using the previously approved traffic control plan. Sincerely, Jim I lolas Community Development Manager Shea Homes Inland Empire Division 1250 Corona Pointe Court, Suite 600 Corona, CA 92879 Ph. (951) 270-3751 Fax (951) 738-1758 e-mail: jim.holas@sheahomes.com DiRixxxxxxxx DOC AGENDA - TRANSMITTAL FORM TO: Dorothy L. Chouinard, City Clerk Enclosure: Staff Report for meeting of [CC or RDA] (name — brief description) Consent Calendar Item Public Hearing Item: Notice required yes no Copy attached yes no Published (date(s)) Notices sent (date(s) City Departments Item Attachments include (this needs to match the attachment list in the Staff Report: A. B. C. (date) Other: Please provide a fully executed copy of documents to: Please record and return conformed copy Your IMMEDIATE attention is necessary Comments: Name of person that will be presenting item at the meeting DATE: (26/ (� [Name or Initials], [Title] S:\City Clerk\CC RPT 06\AGENDA Transmittal Form.doc A July 5, 2007 TO: The Honorable Mayor and Members of the City Council A IT FRO Tim Hults, Assistant City Manager1'0 SUBJECT: Approve the Purchase and Sale Agreement for a 10,619 Square Foot Office Building located at 595 S. San Jacinto Avenue RECO ENDATION: Staff recommends that the City Council, by motion, 1) Approve the purchase and sale agreement for a 10,619 Square Foot Office Building in the amount of $2,700,000; and 2) Authorize City Manager to execute all documents necessary for the acquisition. BACKGROUND: Acquisition of the building has been presented to the City Council on previous occasions during closed session discussions. As indicated above, the building is located at 595 S. San Jacinto Avenue at the northeast corner of San Jacinto Avenue and Sixth Street. The location is ideal for a City Hall and will continue our downtown presence. DISCUSSION: The building is 10,619 square feet in area and occupies a site of approximately 37,000 square feet. The site plan shows a total of 51 parking spaces, consistent with the City's parking requirements. The entire parking area will be fenced and gated for security purposes, especially after hours and for the storage of city vehicles. The purchase and sale agreement provides for escrow to close on July 31, 2007. The agreement also requires the City to put a 3% deposit into escrow and to pay any outstanding fees from proceeds out of escrow and approximately $4,000 for the annual TUMF increase. Page 1 of 2 The price of $254/square foot is approximately 75 percent of similar buildings in the Murrieta area. Staff searched for comps in the Valley, but was unsuccessful as most of the transactions involved smaller and much older buildings. Nevertheless, there are much older and smaller buildings in downtown Hemet that are listed for sale from $146/SF to $386/SF. The lowest priced building is 57 years old and depreciated. Therefore, staffs opinion is that the purchase price of $254/SF is quite reasonable and at or lower that the median of the market. ALTER ATIVES: 1) Approve purchase and sale agreement for 595 S. San Jacinto Street. 2) Do not approve and direct Staff to explore alternatives. FISCAL I PACT: The acquisition will be funded from the Capital Project Budget as provided in the FY 06/07 budget and automatically carried over to the FY 07/08 budget in the amount of $3,093,000. ATTACH E TS: Purchase and Sale Agreement Page 2 of 2 AGREEMENT FOR PURCHASE AND SALE AND ,JOINT ESCROW INSTRUCTIONS This AGREEMENT OF PURCHASE AND SALE AND JOINT ESCROW INSTRUCTIONS ("Agreement") is entered into by and between the CITY OF SAN JACINTO, a municipal corporation and general law city ("Buyer"), and ALLEN CRUZ, LLC, a California corporation ("Seller"). Buyer and Seller are sometimes individually referred to herein as "Party" and collectively as "Parties." The Parties hereto have executed this Agreement on the dates set forth below next to their respective signatures. This Agreement shall be effective as of the date, following all legally required notices and hearings, this Agreement has been approved by Buyer's governing body or its delegated representative and signed by all Parties ("Effective Date"). RECITALS A. Seller is the owner in fee of certain real property commonly described as a portion of Assessor Parcel Numbers 437-076-011 and 437-076-012 (formerly Assessor's Parcel Numbers 437-076-004, 437-076-006, 437-076-007, and 437-076-008) located at 595 S. San Jacinto Avenue, City of San Jacinto, County of Riverside, State of California, legally described in Exhibit A and depicted in Exhibit B attached hereto and incorporated herein by reference ("Property"). Reference herein to "Property" shall include all of Seller's right, title and interest in and to any and all improvements, fixtures, rights -of -way, utility rights, entitlements, claims or other benefits in any way connected with the Property. B. Buyer desires to purchase the Property from Seller and Seller desires to sell the Property to Buyer, upon the terms and provisions set forth herein. NOW, THEREFORE, in consideration of the above facts and for the covenants and agreements contained herein, the Parties hereto agree as follows: I'bRMS 1. PURCHASE AND SALE. 1.1 Property. Seller agrees to sell the Property to Buyer, and Buyer agrees to purchase the Property from Seller, upon the terms and conditions set forth herein. 1.2 Purchase Price. The total purchase price for the Property is Two Million and Seven Hundred Thousand Dollars ($2,700,000) ("Purchase Price"). The Purchase Price shall be reduced by the amount of One Hundred and One Thousand Dollars ($101,000), which amount shall be withheld from Escrow and returned to Buyer at the Close of Escrow, for payment by Buyer of permit fees payable at time of Certificate of Occupancy. Buyer (and not Seller) shall be responsible for paying (outside of Escrow) any increase in the Transportation Uniform Mitigation Fees ("TUMF") occurring between the Effective Date of this Agreement and the Close of Escrow. ORANGE\HKENNY\36967.2 1 1.3 Payment of Purchase Price. At Close of Escrow (defined below), Buyer shall pay to Seller through escrow the Purchase Price, payable in cash, by cashier's or certified check or by wire transfer. 1.4 Payment of Pre -Closing Liquidated Damages Deposit. 1.4.1 Buyer shall pay into Escrow a pre -closing liquidated damages deposit ("Deposit") in the amount of eighty-one thousand dollars ($81,000) in immediately available funds within fifteen (15) days following Opening of Escrow (defined below). Subject to Subsection 1.4.2, the Deposit shall be fully refundable to Buyer if Seller should breach the Agreement or Buyer should exercise its rights pursuant to this Agreement to terminate this Agreement and the Escrow. Otherwise, the Deposit shall be applicable to Purchase Price at Close of Escrow (defined below). 1.4.2 If Buyer willfully breaches this Agreement, the Escrow Holder shall pay the Deposit to the Seller at termination of this Agreement and Escrow. Having made diligent, but unsuccessful, attempts to ascertain the actual damages that Seller would suffer due to a breach by Buyer, Seller and Buyer agree that this Deposit is not intended to be a penalty and is a reasonable estimate of Seller's damages in the event that Buyer willfully breaches this Agreement. This shall be Seller's sole and exclusive remedy arising from Buyer's willful breach of this Agreement. 1.5 Withholding Requirements per R&T 18662. The Parties acknowledge that pursuant to California Revenue and Taxation Code Section 18662, Buyer is required to withhold from funds otherwise payable to Seller at Close of Escrow an amount equal to 3 1/3% of the total sales price/Purchase Price for the Property and submit such amount to the California Franchise Tax Board, unless Buyer is relieved of such withholding requirements under the provisions of said Section 18662. 2. ESCROW. 2.1 Opening of Escrow. Within ten (10) business days following the Effective Date, Seller and Buyer shall open an escrow ("Escrow") for the conveyance of the Property with Chicago Title Company, 6370 Magnolia Avenue, Suite 300, Riverside, CA 92506 ("Escrow Holder"). For purposes of this Agreement, the Escrow shall be deemed open on the date Escrow Holder shall have received a fully executed original or originally executed counterparts of this Agreement from Seller and Buyer ("Opening of Escrow"). Escrow Holder shall notify Buyer and Seller, in writing, of the date Escrow is opened. 2.2 Escrow Instructions. This Agreement constitutes the joint basic escrow instructions of Buyer and Seller for conveyance of the Property. Either an original or a copy, at Escrow Holder's discretion, of this Agreement, fully executed by the Parties, shall be delivered to Escrow Holder upon the Opening of Escrow. Buyer and Seller shall execute, deliver and be bound by any reasonable or customary supplemental or additional escrow instructions ("Additional Instructions") of Escrow Holder or other instruments as may be reasonably required by Escrow Holder in order to consummate the transaction contemplated by this Agreement. Any such Additional Instructions shall not conflict with, amend or supersede any portions of this Agreement unless expressly consented or agreed to in writing by Seller and Buyer. In the event of any conflict or any inconsistency between this Agreement and such ORANGE IKENNY\36967.2 2 Additional Instructions, this Agreement shall govern unless otherwise specifically agreed to in writing by the Parties. 2.3 Close of Escrow. For purposes of this Agreement, "Close of Escrow" or "Closing" means July 31, 2007, but in no event sooner than the issuance of the Final Certificate of Occupancy by the City of San Jacinto pursuant to Title 15 of the San Jacinto Municipal Code. Buyer and Seller may mutually agree to change the Closing Date by joint written notice to Escrow Holder. The Closing shall be conditioned upon satisfaction, or waiver by the Party for whose benefit the condition exists, of all conditions precedent thereto. In the event the Escrow is not in a condition to close by the Closing Date for any reason other than the uncured breach of either Buyer or Seller, then any Party who is not then in default of the terms of this Agreement may terminate this Agreement as provided in Article 6. If no notice of termination as provided in Article 6 is received by Escrow Holder, Escrow Holder is instructed to proceed with Close of Escrow as soon as possible. 2.4 Costs of Escrow. Because of Buyer's status as a public entity, pursuant to California Revenue and Taxation Code Section 11922, no documentary transfer tax will be payable with respect to the conveyance contemplated by this Agreement. Similarly, pursuant to California Government Code Section 27383, no recording fees will be payable with respect to the recording of the Grant Deed. Seller shall pay the costs of the Title Policy (defined below). Buyer shall pay the Escrow fees, recording fees and notary fees attributable to the conveyance of the Property. Buyer shall pay the additional costs, if applicable, associated with an Extended Policy (defined below) and any title endorsements requested by Buyer. All other costs of processing the Escrow, except as specifically instructed in this Agreement, shall be divided between the Parties in accordance with common escrow practices in Riverside County at the discretion of the Escrow Holder. Escrow Holder shall provide an estimated closing costs statement to Buyer and Seller at least three (3) days prior to the Closing Date. 2.5 Property Taxes and Assessments. All property taxes and assessments levied and assessed against the Property shall have been paid by Seller before delinquency and shall be current as of Close of Escrow. There shall be no proration of such taxes and assessments. To the extent that Seller has prepaid any taxes or assessments attributable to the Property, Seller shall be solely responsible for obtaining any refund due thereon from the taxing authority. Upon written request, Buyer shall assist Seller, at Seller's sole cost, in obtaining said refund, if any; however, in no case shall Buyer credit or otherwise pay Seller for said refund, if any, through or outside of Escrow. Seller shall be liable for any property taxes and assessment and any supplemental assessments received following Close of Escrow but assessed based upon matters occurring prior to Close of Escrow. 2.6 Buyer's Conditions Precedent to Close of Escrow. The Close of Escrow and Buyer's obligation to accept title to the Property and pay the Purchase Price are subject to the satisfaction of the following conditions for Buyer's benefit (or Buyer's waiver thereof, it being agreed that Buyer may waive any or all of such conditions) on or prior to the Closing Date: 2.6.1 Seller shall have tendered into Escrow all payments and documents required of it pursuant to this Agreement. ORANGE \HKENNY\36967.2 3 2.6.2 Seller shall have completed in a timely fashion all of its obligations which are to be completed prior to the Close of Escrow as provided in this Agreement. 2.6.3 Escrow Holder shall have received an irrevocable commitment from the Title Company to issue the Title Policy required pursuant to this Agreement, subject only to the Permitted Exceptions, as set forth in more detail in Article 3. 2.6.4 All representations and warranties of the Seller hereunder shall be true as of the Effective Date and as of the Close of Escrow and shall continue thereafter for the full statutory period. 2.6.5 All property taxes and assessments attributable to the Property shall have been paid by Seller before delinquency and shall be current as of Close of Escrow. 2.6.6 Buyer shall have approved Escrow Holder's estimated closing costs statement. 2.6.7 Buyer shall have determined the Property is suitable for Buyer's intended use and development, as set forth in more detail in Article 4, including, without limitation, the issuance of the Final Certificate of Occupancy by the City of San Jacinto pursuant to Title 15 of the San Jacinto Municipal Code. 2.7 Seller's Conditions Precedent to Close of Escrow. The Close of Escrow and Seller's obligation to convey the Property are subject to the satisfaction of the following conditions for Seller's benefit (or Seller's waiver thereof, it being agreed that Seller may waive any or all of such conditions) on or prior to the Closing Date: 2.7.1 Buyer shall have tendered into Escrow all payments and documents required of it pursuant to this Agreement. 2.7.2 Buyer shall have completed in a timely fashion all of its obligations which are to be completed prior to the Close of Escrow as provided in this Agreement. 2.7.3 All representations and warranties of the Buyer hereunder shall be true as of the Effective Date and as of the Close of Escrow and shall continue for the full statutory period. 2.7.4 Seller shall have approved Escrow Holder's estimated closing costs statement. ORANGE\HKENNY\36967.2 4 2.8 Buyer's Payments and Documents. No less than one (1) day prior to Closing, Buyer shall pay or tender (as applicable) to the Escrow Holder the following -described funds and documents (in recordable form, as necessary): 2.8.1 The Purchase Price; 2.8.2 Funds required to pay the Escrow fees, recording fees and notary fees attributable to the conveyance of the Property, and the additional costs, if applicable, associated with an Extended Policy and any title endorsements requested by Buyer payable by Buyer pursuant to Section 2.4 of this Agreement. 2.8.3 Funds required to pay all sales or brokerage commissions and finder's fees payable by Buyer, if any, with respect the transaction which is the subject of this Agreement. 2.8.4 Funds required to pay any additional charges customarily charged to buyers in accordance with common escrow practices in Riverside County, at the discretion of Escrow Holder. 2.8.5 Certificate accepting the Grant Deed and consenting to recording of same. 2.8.6 Preliminary Change of Ownership form. 2.8.7 Such other documents and funds required of Buyer under this Agreement and by Escrow Holder in the performance of its contractual or statutory obligations. 2.9 Seller's Payments and Documents. No less than one (1) day prior to Closing, Seller shall pay or tender (as applicable) to the Escrow Holder the following -described funds and documents (in recordable form, as necessary): 2.9.1 Funds required to pay the prorated amount of ad valorem taxes, if applicable, upon the Property with respect to the period prior to Close of Escrow. 2.9.2 Funds required to pay costs of the Title Policy payable by Buyer pursuant to Section 2.4 of this Agreement. 2.9.3 Funds required to pay all sales or brokerage commissions and finder's fees payable by Seller, if any, with respect the transaction which is the subject of this Agreement. 2.9.4 Any additional charges customarily charged to sellers in accordance with common escrow practices in Riverside County, at the discretion of Escrow Holder. ORANGE\HKENNY\36967.2 5 2.9.5 A fully -executed and acknowledged Grant Deed commonly used by Escrow Holder and in a form acceptable to Buyer in its reasonable discretion. 2.9.6 FIRPTA Certificate and appropriate California Form 593. 2.9.7 Such other documents and funds required of Seller under this Agreement and by Escrow Holder in the performance of its contractual or statutory obligations. 2.10 Escrow Holder Responsibilities. Upon the Closing, Escrow Holder is authorized and instructed to: 2.10.1 Cause the satisfaction and removal of all exceptions to title to the Property representing monetary liens or encumbrances from funds otherwise payable to Seller at Close of Escrow, including, without limitation, all unpaid taxes and assessments respecting the Property which became due and payable prior to Close of Escrow and all penalties and interest, if any, thereon. Before such payments or charges are made, Escrow Holder shall notify Seller of the sums necessary to satisfy and remove such monetary liens or encumbrances. 2.10.2 Pay, and charge Buyer and Seller, respectively, for any fees, charges and costs payable under this Agreement, including, but not limited to, Sections 2.8 and 2.9. Before such payments or charges are made, Escrow Holder shall notify Buyer and Seller of the fees, charges and costs necessary to clear title and close the Escrow. 2.10.3 Pay Buyer One Hundred and One Thousand Dollars ($101,000), or an alternate amount agreed upon in writing by Buyer and Seller, for use in the payment of any remaining building fees associated with the Property. 2.10.4 Credit Buyer and debit Seller for Seller's prorata amount of all unpaid ad valorem taxes, if applicable, upon the Property with respect to the period prior to Close of Escrow. Before such charges and credits are made, Escrow Holder shall notify Buyer and Seller of the sums necessary therefor. 2.10.5 Insert into the Grant Deed the true and correct legal description for the Property. 2.10.6 Record the Grant Deed, and any other instruments as appropriate, delivered through Escrow. 2.10.6 Withhold from funds otherwise payable to Seller at Close of Escrow such amount as Buyer is required to withhold therefrom ORANGE\HKENNY\36967.2 6 pursuant to California Revenue and Taxation Code Section 18662 (i.e., 3 1/3% of the total sales price) and timely submit such sums to the California Franchise Tax Board, unless Buyer is relieved of such withholding requirements under the provisions of said Section 18662. Further, deliver to each Party copies of all such withholding form(s). 2.10.8 Disburse such other funds and deliver such other documents to the Parties entitled thereto. 2.10.9 Cause the Title Policy or Extended Policy, as applicable, to be issued. 2.11 Notices. All communications from Escrow Holder to either Buyer or Seller shall be directed to the addresses and in the manner established in Section 8.1 for notices, demands and communications between the Buyer and Seller. 2.12 Facsimile/Counterpart Documents. In the event Buyer or Seller utilizes "facsimile" transmitted signed documents, the Parties hereby agree to accept and instruct Escrow Holder to rely upon such documents as if they bore original signatures. Buyer and Seller hereby acknowledge and agree to provide to Escrow Holder, within seventy-two (72) hours after transmission, such documents bearing the original signatures. Buyer and Seller further acknowledge and agree that facsimile documents bearing non -original signatures will not be accepted for recording and that the Parties will provide originally executed documents to Escrow Holder for such purpose. Escrow Holder is authorized to utilize documents which have been signed by Buyer and Seller in counterparts. 3. TITLE. 3.1 Condition of Title; Title Policy. It is a condition to the Close of Escrow for Buyer's benefit that fee title to the Property and the right to possession to any portion of the Property conveyed to Buyer pursuant to this Agreement shall be subject only to the Permitted Exceptions (defined below), as evidenced by the receipt by Escrow Holder of an irrevocable commitment from Chicago Title Company ("Title Company") to issue to Buyer upon Close of Escrow its Standard Owner's Form Policy of Title Insurance ("Title Policy") in an amount equal to the Purchase Price showing title to the Property vested in Buyer, subject only to the Permitted Exceptions. Buyer may, at its option, request an Extended Owner's Form Policy of Title Insurance ("Extended Policy") and/or any title endorsements, provided that the issuance of said Extended Policy and/or endorsements does not delay the Close of Escrow. Such Extended Policy, if applicable, shall be in an amount equal to the Purchase Price showing title to the Property vested in Buyer, subject only to the Permitted Exceptions. Seller shall cause Title Company to issue to Buyer such Title Policy or Extended Policy, as applicable, upon Close of Escrow. 3.2 Permitted Exceptions. The term "Permitted Exceptions" as used herein shall mean the following -described conditions and exceptions to title or possession: ORANGE\HKENNY136967.2 7 3.2.1 A lien to secure payment of general and special real property taxes and assessments, not delinquent. 3.2.2 A lien of supplemental taxes assessed pursuant to Chapter 3.5 commencing with Section 75 of the California Revenue and Taxation Code accruing on or after the Close of Escrow. 3.2.3 Matters affecting the condition of title created by or with the consent of Buyer. 3.2.4 Other exceptions to title disclosed by the Title Report (defined below) which have been approved in writing by Buyer prior to the Close of Escrow. Notwithstanding any other provision(s) in this Agreement, any exceptions to title to the Property representing monetary liens or encumbrances are hereby disapproved and deemed a Disapproved Item, and Escrow Holder is hereby authorized and instructed to cause at Close of Escrow the satisfaction and removal of any such monetary exceptions from funds otherwise payable to Seller at Close of Escrow. 3.3 Title Report. Within fifteen (15) calendar days following the Opening of Escrow, Seller shall obtain, and provide a copy to Buyer, a standard preliminary report from the Title Company, together with the underlying documents relating to the Schedule B exceptions set forth in such report (collectively, the "Title Report"). 4. SUITABILITY AND CONDITION OF PROPERTY. 4.1 Determination of Suitability and Approval of Environmental and Other Conditions. It is a condition precedent to the Close of Escrow for Buyer's benefit that Buyer has provided notice in writing as provided in this Section 4.2 that it has determined the Property is suitable for Buyer's intended use and development. It is understood and agreed that the obligation of Buyer to purchase the Property is subject to and conditioned upon the Property being suitable for Buyer's intended use and development, as determined by Buyer in its sole discretion. Prior to the Closing Date, Buyer shall determine whether the Property is so suitable and shall provide to Seller and Escrow Holder its written notice of such determination. In the event Buyer determines that the Property is so suitable, such determination by Buyer shall not alter or diminish Seller's representations and warranties made herein or under law, unless a representation or warranty is specifically waived in whole or in part by Buyer. In the event Buyer determines the Property is not so suitable, then Buyer may terminate this Agreement as provided in Section 6.1 herein. 4.2 Inspections, Testing and Right of Entry. Prior to Close of Escrow, Buyer may conduct, at Buyer's sole expense, such inspections and testing of the Property, including the improvements thereon, as Buyer may desire or deem appropriate, in Buyer's sole discretion, to determine the suitability of the Property for Buyer's intended use and development. Such inspections and testing may include, but shall not be limited to, removing paint samples to test for lead -based paint; removing roofing, ceiling or other portions of the Property including the improvements thereon to test for asbestos; or minor boring samples of the Property, including the ORANGE\HKENNY\36967.2 8 improvements thereon. In conducting such inspections and testing, the Buyer shall endeavor to minimize damage to the Property, and the improvements thereon, and shall, in the event escrow fails to close as the result of a condition outside of Buyer's control, return the Property, including the improvements thereon, to its condition prior to the inspections and testing, reasonable wear and tear excepted. Seller hereby grants to Buyer and its authorized employees, representatives, agents and contractors, permission and a license to enter upon the Property at all reasonable times prior to the Closing Date for the purpose of conducting such inspections and testing. In the event the Property is occupied by any person(s) other than Seller, Seller shall make arrangements with such person(s) to ensure access by Seller its authorized employees, representatives, agents and contractors in order to conduct the inspections and testing pursuant to this section. 5. SELLER'S ACKNOWLEDGMENT AND GENERAL RELEASE. 5.1 Full Satisfaction. Seller acknowledges that, in accordance with applicable provisions of California law, Seller may be entitled to the payment of relocation expenses, payments for loss of goodwill, just compensation, inverse condemnation, unlawful pre -condemnation conduct, and other benefits and reimbursements other than those expressly provided for in the Agreement (collectively, "Benefits") in connection with Buyer's acquisition of the Property. Seller, on behalf of itself and its heirs, executors, administrators, successors and assigns, acknowledges that Buyer's performance under this Agreement constitutes full and complete satisfaction of Buyer's obligations to provide the Benefits to the Seller. 5.2 Waivers and Releases. Seller hereby waives, to the maximum legal extent, any and all claims, remedies and causes of action for damages, liabilities, losses or injuries related to Buyer's acquisition of the Property, whether known or unknown, foreseeable or unforeseeable. The Parties hereto agree that this Agreement is a settlement of claims in order to avoid litigation and shall not, in any manner be construed as an admission of the fair market value of the Property, or of any liability by any party to this Agreement. Seller on behalf of himself and his heirs, executors, administrators, successors and assigns, hereby fully releases Buyer, its successors, agents, representatives and assigns, and all other persons and associations, known and unknown, from all claims and causes of action by reason of any damage which has been sustained, or may be sustained, as a result of Buyer's purchase of the Property or any preliminary steps thereto. 5.3 California Civil Code Section 1542. Seller hereby acknowledges that it has either consulted with legal counsel or had an opportunity to consult with legal counsel regarding, and represents and warrants that it is familiar with, the provisions of California Civil Code Section 1542, which provides: "A general release does not extend to claims which the creditor does not know or suspect to exist in his or her favor at the time of executing the release, which if known by him or her must have materially affected his or her settlement with the debtor." Seller acknowledges that with respect to the sale of the Property to Buyer, Seller may have sustained damage, loss, costs or expenses which are presently unknown and unsuspected, and such damage, loss, costs or expenses which may have been sustained, may give ORANGE\HKENNY\36967.2 9 rise to additional damage, loss, costs or expenses in the future. Nevertheless, Seller hereby acknowledges, represents and warrants that this Agreement has been negotiated and agreed upon in light of that situation, and hereby waives, to the maximum legal extent, any rights accruing to him under Section 1542 or other statute or judicial decision of similar effect. Seller's Initials This acknowledgment and release shall survive the Close of Escrow. ORANGE\HKENNY\36967.2 10 6. 'I ERMINATION, DEFAULTS AND REMED J N,S. 6.1 Exercise of Rights to Terminate. In the event Buyer elects to exercise it rights to terminate this Agreement and the Escrow as provided in Sections 2.3, 4.2 or 8.3, then Buyer may so terminate by giving notice, in writing, of such termination to Seller and Escrow Holder. In the event Seller elects to exercise its rights to terminate this Agreement and the Escrow as provided in Sections 2.3 or 8.3, then Seller may so terminate by giving notice, in writing, of such termination to Buyer and Escrow Holder. In such event, the Party so terminating shall pay all Escrow Holder and Title Company termination fees and charges (collectively, "Termination Costs"). Upon such termination, all obligations and liabilities of the Parties under this Agreement, excepting for the obligation of Party so terminating to pay Termination Costs as provided herein, shall cease and terminate. 6.2 Buyer's Breach. In the event Buyer breaches any obligation hereunder which Buyer is to perform prior to the Close of Escrow, and fails to cure such breach within a reasonable period of time determined at the sole discretion of Seller, then Seller, as its sole and exclusive remedy, may terminate this Agreement and the Escrow by giving notice, in writing, of such termination to Buyer and Escrow Holder. In such event, Buyer shall pay all Termination Costs. Upon such termination, all obligations and liabilities of the Parties under this Agreement, excepting for Buyer's obligation to pay Termination Costs as provided herein, shall cease and terminate. Seller shall also be entitled to payment of the pre -closing liquidated damages, as provided in Section 1.4. 6.3 Seller's Breach. In the event Seller breaches any obligation hereunder which Seller is to perform prior to the Close of Escrow, and fails to cure such breach within a reasonable period of time determined at the sole discretion of Buyer, then, in addition to pursuing any other rights or remedies which Buyer may have at law or in equity, Buyer may, at Buyer's option, (i) terminate this Agreement and the Escrow by giving notice, in writing, of such termination to Seller and Escrow Holder, or (ii) initiate an action for specific performance of this Agreement. Should Buyer elect to terminate this Agreement and the Escrow as provided herein, then Seller shall pay all Termination Costs, and upon such termination, all obligations and liabilities of the Parties under this Agreement, excepting for Seller's obligation to pay Termination Costs as provided herein, shall cease and terminate. 6.4 Return of Funds and Documents; Release of Liability as to Escrow Holder. In the event Escrow Holder terminates this Escrow as a result of having received notice, in writing, from Buyer or Seller of its election to terminate the Escrow as provided in Article 6, then Escrow Holder shall terminate the Escrow and return all funds, less Termination Costs, as appropriate, and documents to the Party depositing the same. Further, the Parties hereby release Escrow Holder, and shall hold Escrow Holder free and harmless, from all liabilities associated with such termination excepting for Escrow Holder's obligations to return funds and documents as provided herein. - 7. REPRESENTATIONS AND WARRANTIES. 7.1 Seller's Representations and Warranties. Seller hereby represents and warrants to Buyer that the following statements are true and correct as of the Effective Date, and ORANGE\HKENNY\36967.2 11 shall be true and correct as of Close of Escrow, and the truth and accuracy of such statements shall constitute a condition precedent to all of Buyer's obligations under this Agreement: 7.1.1 Authority. Seller has full power and authority to own, sell and convey the Property to Buyer and to perform its obligations pursuant to this Agreement. This Agreement and all other documents delivered by Seller to Buyer now or at Close of Escrow have been or will be duly executed and delivered by Seller and are or will be legal, valid and binding obligations of Seller, sufficient to convey to Buyer good and marketable title to the Property and are enforceable in accordance with their respective terms. 7.1.2 No Unrecorded Possessory Interests; No Agreements or Undertakings. To Seller's current actual knowledge, there are no agreements for occupancy in effect for the Property and no unrecorded possessory interests or unrecorded agreements that would adversely affect Buyer's title to or use of the Property. Seller will not enter into any agreements or undertake any obligations prior to Close of Escrow which will in any way burden, encumber or otherwise affect the Property without the prior written consent of Buyer, including, without limitation, any agreements for occupancy for the Property. 7.1.3 Hazardous Materials. Seller is aware of its obligation under California Health and Safety Code Section 25359.7 to disclose information to Buyer regarding the environmental status of the Property. Seller warrants to Buyer that to the best of Seller's knowledge the Property and any contiguous real property owned by Seller is not in violation of any federal, state or local statute, regulation or ordinance relating to industrial hygiene or to environmental conditions on, under or about the Property, including, without limitation, soil and groundwater conditions underlying the Property which could affect the Property or its use or development. Neither Seller nor any other person or predecessor in interest has used, generated, manufactured, stored or disposed of on, under or about the Property or transported to or from the Property any "Hazardous Materials" as defined in any state, federal or local statute, ordinances, rules or regulation applicable to the Property, including without limitation any flammable materials, explosives, radioactive materials, hazardous or contaminated materials or substances, toxic or noxious materials, substances or related materials or substances. 7.1.4 Litigation. There are no claims, actions, suits or proceedings continuing, pending or threatened against or affecting Seller or the Property, or involving the validity or enforceability of this Agreement or of any other documents or instruments to be delivered by Seller at Close of Escrow, at law or in equity, or before or by any federal, state, municipal or other governmental department, board, commission, bureau, Buyer or instrumentality. Seller is not subject to or in default under any notice, order, writ, injunction, decree or demand of any court or any governmental department, board, commission, bureau, Buyer or instrumentality. 7.1.5 No Breach. The execution and delivery of this Agreement and the consummation of the transaction contemplated hereby will not violate or result in any breach of or constitute a default under or conflict with or cause any acceleration of any obligation with respect to any provision or restriction of any lien, lease, agreement, contract, instrument, or, according to Seller's knowledge, any order, judgment, award, decree, statute, regulation or ordinance, or any other restriction of any kind or character to which Seller is a party or by which Seller or the Property are bound. ORANGE\HKENNY\36967.2 12 7.1.6 No Condemnation or Other Proceedings. Seller is unaware of any contemplated condemnation of the Property or any portion thereof by any other public entity. 7.2 Survival of Representations and Warranties. The covenants, representations and warranties of Seller under this Agreement shall be true on and as of the Close of Escrow and shall survive the recordation of the Grant Deed and the Close of Escrow. Seller shall defend, indemnify and hold Buyer harmless from and against any and all claims, liabilities, obligations, losses, damages, costs and expenses, including, without limitation, reasonable attorney's fees, court costs and litigation expenses, which Buyer may reasonably incur or sustain by reason of or in connection with any misrepresentation made by Seller pursuant to this Article 7. 8. OTHER 8.1 Notices and Demands. All notices or other communications required or permitted between the Parties hereunder shall be in writing, and shall be (i) personally delivered, (ii) sent by United States registered or certified mail, postage prepaid, return receipt requested, (iii) sent by facsimile transmission with confirmation of receipt, or (iv) sent by nationally recognized overnight courier service (e.g., Federal Express or United Parcel Service), addressed to the Party to whom the notice is given at the addresses provided below, subject to the right of any Party to designate a different address for itself by notice similarly given. Any notice so given by registered or certified United States mail shall be deemed to have been given on the third business day after the same is deposited in the United States mail. Any notice not so given by registered or certified mail, such as notices delivered by personal delivery, facsimile transmission or courier service, shall be deemed given upon receipt, rejection or refusal of the same by the Party to whom the notice is given. Rejection or other refusal to accept or the inability to deliver because of changed address of which no notice was given shall be deemed to constitute receipt of the notice or other communication sent. To Buyer: With Copy to: City of San Jacinto Attn: Barry McClellan, City Manager 248 East Main Street San Jacinto, CA 925836 Telephone: (951) 654-3728 Facsimile: (951) 654-7337 Best Best & Krieger LLP Attn: Jeffrey S. Ballinger, Esq. 3750 University Avenue Riverside, CA 92501 Telephone: (951) 686-1450 Facsimile: (951) 686-3083 ORANGE\HKENNY\36967.2 13 To Seller: To Escrow Holder: Allen Cruz, LLC Attn: James Handley, Manager Graciela C. Cruz, Member 15041 Las Tunas Drive Hacienda Heights, CA 91745 Telephone: (562) 965-7508 Facsimile: (951) 487-9861 Sandra L. Olson, CSEO, CEI, CBSS Manager Chicago Title Company 6370 Magnolia Avenue, Suite 300 Riverside, CA 92506 Telephone: (951) 782-2730 Facsimile: (951) 782-2733 8.2 Indemnity by Seller. Seller hereby agrees, after the Close of Escrow, at Seller's sole cost and expense, to indemnify, protect, defend (with counsel of Buyer's choice), and hold Buyer, its successors and assigns, officers and/or directors, harmless from and against any and all claims, demands, damages, losses, liabilities, obligations, penalties, fines, actions, causes of action, judgments, suits, proceedings, costs, disbursements and expenses (including, without limitation, attorneys' and experts' reasonable fees and costs) of any kind or nature whatsoever which may at any time be imposed upon, incurred or suffered by, or asserted or awarded against, Buyer, or Buyer's successors and assigns, officers and/or directors relating to or arising from (i) the Property or Seller's ownership or operation thereof on or before the Close of Escrow, (ii) the use on or before the Close of Escrow of the Property by Seller or any third party, including, without limitation, any tenant, invitee or licensee of Seller, (iii) any breach of any covenant, agreement, representation or warranty of Seller contained in this Agreement; (iv) the presence, use, handling, storage, disposal or release on or before the Close of Escrow of Hazardous Materials on, under or about the Property caused by Seller; and (v) the Seller's violation of any federal, state or local law, ordinance or regulation, occurring or allegedly occurring with respect to the Property prior to the Close of Escrow. This indemnity by Seller herein contained shall survive the Close of Escrow, and the recordation of the Grant Deed. 8.3 Possession; Risk of Loss. Buyer shall be entitled to sole possession of the Property immediately upon Close of Escrow. All risk of loss or damage to the Property will pass from the Seller to the Buyer at the Close of Escrow. In the event that material loss or damage occurs to the Property prior to the Close of Escrow, either Party may terminate this Agreement as provided in Article 7. 8.4 Brokers and Sales Commissions. Seller and Buyer shall each deposit with Escrow Holder for distribution upon Close of Escrow such funds as may be required to pay all sales or brokerage commissions and finder's fees, if any, for which that Party has incurred any obligation with respect to the transaction which is the subject of this Agreement. Seller and Buyer shall each indemnify, protect, defend and hold harmless the other Party and its successors hereunder from and against any and all claims, liabilities, obligations, losses, damages, costs and expenses, including, without limitation, reasonable attorney's fees, court costs and litigation expenses, arising from or in connection with any sales or brokerage commissions, finder's fees or ORANGE\HKENNY\36967.2 14 other commissions which are (or are claimed to be) payable in connection with the transaction which is the subject of this Agreement by reason of the actions (or alleged actions) of such indemnifying Party. 9. MISCELLANEOUS 9.1 Survival of Covenants. The covenants, representations and warranties of both Buyer and Seller set forth in this Agreement shall survive the recordation of the Grant Deed and the Close of Escrow. 9.2 Required Actions of Buyer and Seller. Buyer and Seller agree to execute such instruments and documents and to diligently undertake such actions as may be required in order to consummate the purchase and sale herein contemplated and shall use their best efforts to accomplish the Close of Escrow in accordance with the provisions hereof. 9.3 Time of Essence. Time is of the essence of each and every term, condition, obligation and provision hereof. 9.4 Counterparts. This Agreement may be executed in multiple counterparts, each of which shall be deemed an original, but all of which, together, shall constitute one and the same instrument. 9.5 Captions. Any captions to, or headings of, the paragraphs or subparagraphs of this Agreement are solely for the convenience of the Parties, are not a part of this Agreement, and shall not be used for the interpretation or determination of the validity of this Agreement or any provision hereof. 9.6 No Obligations to Third Parties. Except as otherwise expressly provided herein, the execution and delivery of this Agreement shall not be deemed to confer any rights upon, nor obligate any of the Parties to, any person or entity other than the Parties. 9.7 Exhibits. The Exhibits attached hereto are hereby incorporated herein by this reference. 9.8 Waiver. The waiver or failure to enforce any provision of this Agreement shall not operate as a waiver of any future breach of any such provision or any other provision hereof. 9.9 Applicable Law. All questions with respect to this Agreement, and the rights and liabilities of the Parties and venue hereto, shall be governed by the laws of the State of California. Any and all legal actions sought to enforce the terms and provisions of the Agreement shall be brought in the courts of the County of Riverside. 9.10 Assignment. Buyer shall have the right, in it sole discretion, to assign this Agreement, and any right or obligation herein, to any party of its choice without the prior consent or approval of Seller. Seller shall not assign this Agreement, or any right or obligation herein, to any party without the prior written consent of Buyer, which consent may be given or withheld in Buyer's sole discretion. ORANGE\HKENNY\36967.2 15 9.11 Successors and Assigns. This Agreement shall be binding upon and shall inure to the benefit of the successors and assigns of the Parties hereto. 9.12 Ratification. This Agreement is subject to the approval and ratification by the Buyer's governing body or its delegated representative. 9.13 Severability. If any term or provision of this Agreement shall be held invalid or unenforceable, the remainder of this Agreement shall not be affected. 9.14 Construction. This Agreement will be liberally construed to effectuate the intention of the Parties with respect to the transaction described herein. In determining the meaning of, or resolving any ambiguity with respect to, any word, phrase or provision of this Agreement, neither this Agreement nor any uncertainty or ambiguity herein will be construed or resolved against either Party (including the Party primarily responsible for drafting and preparation of this Agreement), under any rule of construction or otherwise, it being expressly understood and agreed that the Parties have participated equally or have had equal opportunity to participate in the drafting thereof. 9.15 Legal Fees. Each Party shall be responsible for payment of its own attorney's fees with respect to negotiation and preparation of this Agreement and processing of the escrow. In the event of the bringing of any action or proceeding to enforce or construe any of the provisions of this Agreement, the prevailing Party in such action or proceeding, whether by final judgment or out of court settlement, shall be entitled to have and recover of and from the other Party all costs and expenses of suit, including actual attorney's fees. 9.16 Fees and Other Expenses. Except as otherwise provided herein, each of the Parties shall pay its own fees and expenses in connection with this Agreement. 9.17 Entire Agreement. This Agreement supersedes any prior agreements, negotiations and communications, oral or written, and contains the entire agreement between Buyer and Seller as to the subject matter hereof. No subsequent agreement, representation, or promise made by either Party hereto, or by or to an employee, officer, agent or representative of either Party, shall be of any effect unless it is in writing and executed by the Party to be bound thereby. 9.18 Amendment to this Agreement. The terms of this Agreement may not be modified or amended except by an instrument in writing executed by each of the Parties hereto. IN WITNESS WHEREOF, the Parties hereto have executed this Agreement as of the date(s) set forth below next to their respective signatures. [Signatures on the following pages] ORANGE\HKENNY\36967.2 16 SIGNATURE PAGE TO AGREEMENT OF PURCHASE AND SALE AND JOINT ESCROW INSTRUCTIONS Date: BUYER: AlIhST: City Clerk APPROVED AS TO FORM: BEST BEST & KRf F GER LLP By: City Attorney CITY OF SAN JACINTO, a municipal corporation and general law city By: Barry McClellan City Manager ORANGE\HKENNY\36967.2 17 SIGNATURE PAGE TO AGREEMENT OF PURCHASE AND SALE AND JOINT ESCROW INSTRUCTIONS Date: —0 7 SELT FR: ALLEN CRUZ, LLC By: ames Handley Its: Manager By: Graciela C. Cruz Its: Member ORANGE\HKENNY\36967.2 18 EXHIBIT A TO AGREEMENT OF PURCHASE AND SALE AND JOINT ESCROW INSTRUCTIONS Legal Description of Property Parcel 2: Those portions of Lots 6 through 8, inclusive, in Block 21 of S.D.C. Map of Town of San Jacinto, in the City of San Jacinto, County of Riverside, State of California, as per map recorded in Book 7, Page 329 of Maps, in the Office of the County Recorder of said County, described as follows: Beginning at the intersection of the East line of San Jacinto Avenue, 60 feet wide, and the North line of 6th Street, 50 feet wide, as they are now established, said point of beginning being the Southwest corner of said Lot 6; Thence Northerly on said East line, 127.50 feet to a line parallel with and 25 feet South of the North line of said Lot 6; Thence Easterly along said parallel line, 140 feet to a line parallel with and 30 feet Westerly of the East line of said Lot 8; Thence Southerly along said parallel line, 127.50 feet to said North line of 6th Street; Thence Westerly along said North line of 6th Street, 140.00 feet to the point of beginning. Assessor's Parcel Number: 437-076-11 Parcel 3: Those portions of Lots 8 through 10, inclusive, in Block 21 of S.D.C. Map of the Town of San Jacinto, in the City of San Jacinto, County of Riverside, State of California, as per map recorded in Book 7, Page 329 of Maps, in the Office of the County Recorder of said County, described as follows: Beginning at the intersection of the West line of Sheriff Avenue, 50 feet wide, and the North line of 6th Street, 50 feet wide, as they are now established, said point of beginning being the Southeast corner of said Lot 10; Thence Westerly on said North line, 150.00 feet to a line parallel with and 30.00 feet West of the East line of said Lot 8; Thence Northerly along said parallel line, 127.50 feet to a line parallel with and 25 feet South of the North line of said Lot 8; Thence Easterly along said parallel line, 150.00 feet to said West line of Sheriff Avenue; Thence Southerly along said West line of Sheriff Avenue, 127.50 feet to the point of beginning. Assessor's Parcel Number: 437-076-12 EXHIBIT A OR.ANGE\HKENNY\36967.2 EXHIBIT B TO AGREEMENT OF PURCHASE AND SALE AND JOINT ESCROW INSTRUCTIONS Depiction of Property EXHIBIT B OR.ANGE\HKENNY\36967.2 437- 07 A' A /=I/00 OATS 4 t+•' TirmitE 2i:® 1211111223 ®� _mason ®®_ WCIMIZEJ ®13Z0 M® 7 76 Milg3=12 5/TT MOM IMI 0CiZZEILIM 2/-2 2/-2-! TRA,O/0-00/ O/0- 032 MAIN 0.074 o,0640. 50 © 5 N0J4,4o 3o ®e o.08y AO. 30 4 0o8 ,40, 34 ®® 3 0J0Ao 14 0-07' AAO. 40 f /8 E 2 0.2/AO / =+0,2i' / 10 j,, h 6 -0,'0 I/ I 0,6014 7 I 9 I 40 I 40 ,- 9 40 e Of/4 2010 9- 0J/AF' /O 40 50 5 40 4 02 3 2 60 / m • 0/ k I® 1 21 '1® h /40 = /fa i • 6 I h 6 • O 6'1 lve I I 9 /0 "1s0 1 .. C TH 23 NI/2 SEI/4 NWI/4 SEC 35, T. 4S, R. I W. (POR. RO. SAN JAC/NTO VIEJOI 04 OCT 2 3 2006 7 as'Imp;SS FORASSE 5 7rR SCHINO(161UN ISASSUle FOR AGCUR CY0F71E&CM ASSESSCRS never 1A1YNDi00AflYWIMIOCALLORE 1rOltBOLDINGSITEQRMAKES. So 6 m 5 O 60 EX 4 0.18800 ® bo' EX 3 4/84.+ 2 49 2 315400 0!2 ai 60 / b A O. 2140.0 1/I ® EX H 6 . • so ® / ( 77 - 40 ® ) 8 ® I I '0 N 9 /0 10 - - 1 bo h 25. 26 m 30 25 i - I i _ • . q I 23 22 2/ 30 /9 /8 /7 /6 /5 /4 /3 /2 /1 /0 9 7 .5 4 .3 2 /ry lO a 9 0QQ 8' 7 is 6 fvf I�8 ® {�6 ® 12 - 60 .40 r _ li I 310 ,y VS '�;t.098 000 0-0 S0 r 6o n 24 ale :A0I a2ex2 I 14NAu� I . 073 ti 25 i 26 27 4 28 29 30 3/ 32 33 34 n I I m I I I m 60 40 I .44• i 6-6 vs' 4g so SO So }s 40 1 60 m SD t 5 6 ara 3 075 7 8 6e 02 60 0 E I O 9 5, /a 6o 14 2s / ✓ 01 55 55 40 60 I,0 60 3,•1„ 57 40 ✓+60 35 5T, '1 I I 2RA0/0-00/ t 8 `0/O 9 8 7 6. 5 4 3 2 / ry • ® i ® ® ® ® ® ® ® ® ®57 28 92 -} 60 I 0J54c1 /2_ /3 2�! II / /6 ® /8 ® 05 // I /2 /3 /4 0 R © I I l5 , / a3oL4C. /7 /8 /9 P 20 d iOTJAc1/ „ 6T 1 56 60 40 28 I 32 I 40 60 60 5T u 65 Y fir /l/T5 75 8/Tl 5/04 10/06 M. B. 2/97 SO. B. J. Blackburn's Sub. " 4/255 S.O. John 7. Meads Sub " 7/329 S.D.C. Mop of Town of San Jacinto AUG, /970 Ooko ME 8/3575E2. Allen Cruz, LLC parcels EXHIBIT B 30 Nov 0 2 2006 ASSESSOR`S MAP BK.437 Pa 07 R/VERS/OE COUNTY, CALM; 1u ORANGE\HKENNY\36967,2 AGENDA TRANSMITTAL FORM TO: Dorothy L. Chouinard, City Clerk Enclosure: Staff Report for CC Meeting of July 5, 2007 [CC or RDA] [date] Urgency Ordinance for Imposition of Sewer Rate Increase in EMWD Water oD7- Service Area Consent Calendar Item XXX Public Hearing Item: Notice required X Copy attached X _ Published Notices sent City Departments Item XXAttachments include: yes no yes no (date(s)) (date(s) A. Sewer Map B.Public Notice — mailed for Prop 218 C. EMWD Sewer Rates — Plant fee D.Urgency Ordinance to Impose Sewer Rate Increase Other: X Please provide a fully executed copy of documents to: BERNIE Simon, Finance Director XXPlease record and return conformed copy Your IMMEDIATE attention is necessary XX Comments: 1) Must be published in newspaper after adoption and a Negative CEQA document needs to be filed. Finance will forward a copy of the executed ordinance as soon as possible to EMWD so they may change their billing in time for the first billing on or after August 1st. DATE: June 26, 2007 Bernard Simon, Finance Director [Name], [Title] S:\Finance\Finance Director\Sewer\CC Cover Sewer Rate Increasedoc.doc AGENDA ITEM July 5, 2007 TO: The Honorable Mayor and Members of the City Council FROM: Bernie Simon, Finance Director SUBJECT: Public Hearing on Proposed Urgency Ordinance for Imposition of Sewer Service Rates in the New Sewer Collection Service Area RECOMMENDATION: Staff recommends that the City Council, by motion and by at least 4/5 majority vote, approve and adopt an Urgency Ordinance No. 07-12 and by further motion read by title only: AN URGENCY ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SAN JACINTO, CALIFORNIA, REGARDING IMPOSITION OF SEWER SERVICE RATES PURSUANT TO THE INTERAGENCY SEWER AGREEMENT WITH THE EASTERN MUNICIPAL WATER DISTRICT SUMMARY: Adopting the proposed ordinance will initiate the imposition of the City of San Jacinto sewer service rate of $4.64, in addition to the EMWD transmission and treatment service fee of $16.26 in the sewer collection area formerly serviced by EMWD. The adoption of the ordinance would coincide with the takeover of the EMWD collection system and make the City of San Jacinto water service area, sewer collection fees, the same as the EMWD water service area — sewer collection fees. BACKGROUND: On August, 17, 1965, Eastern Municipal Water District (EMWD) and the City of San Jacinto (City) entered into an Inter -Agency Agreement to set forth the terms under which the collection, transmission, treatment, disposal, and reclamation of sewage originating within the city was to be handled. The City has been responsible for sewer collection services for those properties located within the City boundary as said boundary was delineated in the 1965 agreement; EMWD Page 1 of 3 Approvals City Manager: i)s Finance Director: has been responsible for sewer collection services for those properties located outside the designated City boundary. The term of the 1965 agreement was to remain in effect for a period of at least 40 years and until the Improvement District No. 17, bonds had been paid. Both requirements have been satisfied. The City and EMWD have entered into an Inter -Agency Agreement replacing the 1965 Agreement. The Inter -Agency Agreement relates to the existing City boundaries and for the transfer by EMWD to the City the ownership of certain sewer collection facilities currently operated by EMWD pursuant to the 1965 Agreement, but now within the current City boundaries and to be henceforth operated and maintained by the City. Per the Inter -Agency Agreement, the City will have the exclusive right to provide sewer collection service within the established service area. Furthermore, the boundary of the City service area may be modified during the term of this agreement, subject to mutual agreement of the parties regarding which party shall provide sewer collection service within each area added to the City service area. DISCUSSION: As part of the Inter -Agency Agreement, all EMWD water users within the City of San Jacinto not already being serviced by the City of San Jacinto for sewer collection lines will be billed the City's normal sewer collection fee of $4.64. This fee was adopted by the City Council in 2006, and is proposed to become applicable by this proposed action, to those EMWD water users who were previously provided sewer collection services by EMWD. In addition, the current EMWD transmission and treatment charge for sewer will be reduced $.91 per month. The result will be a net increase of $3.59 per month. Furthermore, if this imposition is approved, the City of San Jacinto sewer collection fee will automatically increase each July 1st of the years set forth. In accordance with Prop 218, NBS Consulting assisted the City in sending out over 4,000 public notices to the affected property owners on May 9th using the latest available registered owner list from the County "scrubbed" against the EMWD customer list in the City of San Jacinto and who are not already charged the City of San Jacinto sewer collection maintenance fee. ALTERNATIVES: 1. Approve staff recommendation. 2. Continue item. 3. Deny rate increases. Page 2 of 3 FISCAL IMPACT: This action addresses the ability of the city to assess the rate to the sewer users in the EMWD water service area not already service by the City. The estimated additional revenue is approximately $13,920 per month. The additional revenue and related expenditures have been included in the FY 2007-08 Budget for the maintenance of the additional sewer collection area. ATTACHMENTS: • Sewer map as of January 26, 2005 • Public Notice of Proposed Imposition of Sewer Service Rates mailed to property owners • EMWD Sewer Rate Changes- Resolution 3352.14 • Sewer Rate Urgency Ordinance # 07-xx Page 3 of 3 t1"=1! I1..1 01: o: POW . 1 Y Hr, _ .....:I IL.,Ifih� .AS OF JAIIARY25; 2005' °r: 8HAVEI $T. ryns1lrNttn7N _ .., CITY OF SAN JACINTO SEWER SYSTEM MAP 16I4 AVE �--, 1,`1,LEGEND: AVE _. FIGURE 2.1 San Jacinto CITY OF SAN JACINTO PUBLIC NOTICE OF PROPOSED IMPOSITION OF SEWER SERVICES RATES NOTICE OF PUBLIC HEARING On August, 17, 1965, Eastern Municipal Water District (EMWD) and the City of San Jacinto (City) entered into an Inter -Agency Agreement to set forth the terms under which the collection, transmission, treatment, disposal, and reclamation of sewage originating within the city was to be handled. The City has been responsible for sewer collection services for those properties located within the City boundary as said boundary was delineated in the 1965 agreement; EMWD has been responsible for sewer collection services for those properties located outside the designated City boundary. The term of the 1965 agreement was to remain in effect for a period of at least 40 years and until the Improvement District No. 17, bonds had been paid. Both requirements have been satisfied. The City and EMWD have entered into an agreement replacing the 1965 Agreement. The new agreement relates to the existing City boundaries and for the transfer by EMWD to the City the ownership of certain sewer collection facilities currently operated by EMWD pursuant to the 1965 Agreement, but now within the current City boundaries and to be henceforth operated and maintained by the City. Per the new agreement, the City will have the exclusive right to provide sewer collection service within the established service area. Furthermore, the boundary of the City service area may be modified during the term of this agreement, subject to mutual agreement of the parties regarding which party shall provide sewer collection service within each area added to the City service area. In agreeing to the terms, the City will have to meet certain obligations as listed below: ❖ The City will be responsible for removing all EMWD identification markings on existing manhole lids located within the City service area to prevent confusion among the public and/or maintenance staff. ❖ The City will be responsible for the ownership, operation, maintenance, repair and replacement of all collector system facilities within the City service area. ❖ The City will need to furnish to EMWD a detailed maintenance plan, to include proper staffing and equipment, for EMWD's approval to preclude impacts to EMWD's treatment facility. Following the approval, the City shall implement and biannually review and update said plan and shall provide EMWD with a written report of said review and update. In agreeing to the terms, EMWD's rights and obligations are listed below: ❖ EMWD shall have the exclusive right to provide sewer collection service outside the City service area. ❖ EMWD shall have the exclusive right to provide transmission and treatment service for sewage originating both inside and outside the City service area. ❖ EMWD shall keep ownership of the sewer system transmission facilities that it currently owns and operates. -1- CITY OF SAN JACINTO PUBLIC NOTICE OF PROPOSED IMPOSITION OF SEWER SERVICES RATES NOTICE OF PUBLIC HEARING ❖ EMWD, at no cost, shall transfer to City all sewer collection accounts and title to sewer collection facilities within the City service area. In conclusion, the agreement updates the 1965 agreement both in terms of service area and individual areas of responsibilities. As part of the agreement, all EMWD water users within the City of San Jacinto not already being serviced by the City of San Jacinto for sewer collection lines will be billed the City's normal sewer collection fee of $4.64. This fee was adopted by the City Council in 2006 in the amount of $4.50 with an automatic escalator. The $4.64 amount is proposed to become applicable, by this proposed action, to those EMWD water users who were previously provided sewer collection services by EMWD. In addition, the current EMWD transmission and treatment charge for sewer will be reduced $.91 per month. The result will be a net increase of $3.73 per month. Furthermore, if this imposition is approved, the City of San Jacinto sewer collection fee will automatically increase each July 1st of the years set forth below. NOTICE IS HEREBY GIVEN pursuant to Article XIIID of the California Constitution that the City of San Jacinto ("City") is proposing to impose its rates for sewer services to the parcel for which you are shown as record owner. In 2007, the City's sewer rates were as follows: Single Family Residential (SFR) - $4.64 per month, Multiple Family Residential (MFR) -- $4.64 per unit per month, Commercial/Industrial (C/I) - $4.64 per month per 1,100 cubic feet of water consumed. The City is considering imposing on your parcel the following monthly sewer connection charge as follows: Year Percentage Change from Amount SFR Amount MFR Amount C/I previous year 2007 3% $4.64 $4.64 $4.64 2008 0% $4.64 $4.64 $4.64 2009 3% $4.78 $4.78 $4.78 2010 0% $4.78 $4.78 $4.78 2011 3% $4.92 $4.92 $4.92 2012 0% $4.92 $4.92 $4.92 2013 3% $5.07 $5.07 $5.07 2014 0% $5.07 $5.07 $5.07 These increases would occur automatically without further action by the City. The basis and reason for these proposed increases is to enable the City to recover increasing operating expenses, and additional capital needs required to operate the City in a financially responsible manner. Further details regarding the basis and reason of the proposed increases are available -2- CITY OF SAN JACINTO PUBLIC NOTICE OF PROPOSED IMPOSITION OF SEWER SERVICES RATES NOTICE OF PUBLIC HEARING at the City Hall Finance Annex located at 322 E. Main Street, San Jacinto, California, 92583 and may be reviewed there by any interested person. NOTICE IS FURTHER GIVEN that on July 5, 2007, at 7:00 p.m., or as soon thereafter as may be heard, at the San Jacinto Unified School District Board Room, located at 2045 South San Jacinto Avenue, the City of San Jacinto City Council will conduct a public hearing on the proposed imposition. At the time of the public hearing, the City Council will hear and consider all protests and objections concerning these matters. Dated: May 1, 2007 Barry McClellan City Manager -3- Board of Directors President David J. Slawson Vice President Ronald W. Sullivan Treasurer Joseph J. Kuebler, CPA Randy A. Record Philip E. Paule Board Secretary Rosemarie V. Howell General Manager Anthony J. Pack Director of the Metropolitan Water District of So. Calif. Randy A. Record Legal Counsel Redwine and Sherrill EASTERN MUNICIPAL WATER DISTRICT SINCE 1950 "r February 23, 2007 Mr. Bernie Simon Director of Finance City of San Jacinto 201 E. Main St San Jacinto, CA 92583 Subject: Sewer Rate Changes per EMWD Resolution No. 3352.14 Mr. Simon: On February 21, 2007, our Board of Directors adopted Resolution No. 3352.14 which increased the Sewer Rate for the transmission, treatment and disposal of sewerage that is billed and collected by your agency. This is effective February 1, 2007 and to be applied to billings effective March 1, 2007. The previous rate of $.516/day/edu ($15.70/mo) has been increased to $.535/day/edu ($16.26/mo). Please see rate schedule S102. A certified copy of the board action and rate schedules is attached for your information If you have any questions or concerns about implementing this change, please contact me immediately at 951-928-6154. Sincerely, Charles E. Rathbone, Jr. Chief Financial Officer CC: Chris Thomsen, Customer Service Manager Mailing Address: Post Office Box 8300 Perris, CA 92572-8300 Telephone: (951) 928-3777 Fax: (951) 928-6177 Location: 2270 Trumble Road Perris, CA 92570 Internet: www.emwd.org RESOLUTION NO. 3352.14 A RESOLUTION OF THE BOARD OF DIRECTORS OF EASTERN MUNICIPAL WATER DISTRICT REVISING CERTAIN SEWER RATE SCHEDULES BE IT RESOLVED by the Board of Directors of the Eastern Municipal Water District in Regular Session assembled this 21st day of February, 2007, that Resolution No. 3352.13, be amended as follows and as provided for in the schedule attached to and hereby made a part of this resolution. RETAIN SEWER RATE SCHEDULES S101, S201, S301, S403, S503, S601 REVISE SEWER RATE SCHEDULES BILLED BY OTHER AGENCIES S102, S401, S403, S502 BE IT ALSO RESOLVED that any rate not specifically mentioned will remain unchanged. BE IT FINALLY RESOLVED that the effective date of the foregoing Rate Schedule amendments is February 1, 2007. DATED: February 21, 2007 /s/David J. Slawson David J. Slawson, President ATTEST: /s/Rosemarie V. Howell Rosemarie V. Howell, Board Secretary (SEAL) EASTERN MUNICIPAL WATER DISTRICT SEWER RATE SCHEDULE EDU CHARGE RATE IMPROVEMENT SERVICE AREA/IMPROVEMENT DISTRICT SCHED DISTRICT INFORMATION SERVICE SERVICE CHARGE CHARGE PER DAY PER MONTH* Hemet -San Jacinto Area - Service Area 31 S101 $0.565 $17.17 17,20,U-7(57),U-12 Applicable for sewage collection, transmission, treatment and (62),U-14(64), U-16 disposal service rendered through facilities of I.D. 17 when no (66),U-18(68),U-19 other improvement district or no other agency/assignee provides (69),U-21(71) sewage collection. Applicable for sewage collection services rendered through facilities of other EMWD I.D.s located within I.D. 17 which provides sewage transmission, disposal and treatment facilities. S102 $0.535 $16.26 17, 20 Applicable for sewage, transmission, treatment and disposal service rendered through facilities of I.D. 17 when another agency or assignee provides sewage collection. In areas where EMWD provides water service and renders billing statements, the other agency sewage collection charge may be billed (by an agency agreement) by EMWD for the involved other agency as a separate item in addition to the I.D. 17 EDU charge. This rate is also applicable to the City of Hemet, San Jacinto and Lake Hemet Municipal Water District, who render billing on behalf of EMWD (by an agency agreement), where its respective agency provides sewer collection. Moreno Valley Area - Service Area 32 S201 $0.584 $17.77 19, U-13(63),U-22 Applicable for sewage collection, transmission, treatment and (72) disposal service rendered through facilities of I.D.'s 19, U-13 (63) or U-22 (72). This schedule also applies to areas served domestic water by Moreno Valley Water District who renders billing (by an agency agreement) on behalf of EMWD. Sun City Area - Service Area 33 S301 $0.590 $17.96 U-1(51),U-2(52),U-4 Applicable for sewage collection, transmission, treatment and (54), U-6(56),U- disposal service rendered through facilities of I.D. U-1 (51) when 15(65),U-35(85),88 no other improvement district or no other agency/ assignee provides sewage collection. Applicable for sewer collection, transmission, treatment and disposal service rendered within the Menifee Valley Sewer Service Area No. 1. Applicable for sewage collection services rendered through facilities of other I.D.s located within I.D. U-1 (51), which provide sewage transmission, treatment, and disposal facilities. Temecula-Murrieta Area - Service Area 34 S401 $0.776 $23.59 C(22),U-8(58), 25, U- Applicable for sewage collection, transmission, treatment and 23 (73, U-25 (75), disposal service rendered through the respective facilities of I.D. RCWD C (22) or U-8 (58). This rate is also applicable to RCWD for accounts billed on behalf of EMWD (by an agency agreement) which lie within the boundaries of I.D. U-8 (58). * Based on DSC x 365 _ 12 Resolution No. 3352.14 Approved: February 21, 2007 Effective: February 1, 2007 Sewer Rate Schedule.final.att EASTERN MUNICIPAL WATER DISTRICT SEWER RATE SCHEDULE RATE SCHED EDU CHARGE IMPROVEMENT DISTRICT SERVICE AREA/IMPROVEMENT DISTRICT INFORMATION SERVICE CHARGE PER DAY SERVICE CHARGE PER MONTH* Temecula-Murrieta Area - Service Area 34 (Cont.) S403 $0.776 $23.59 MCWD (WMWD) Applicable for sewage collection, transmission, treatment and disposal service rendered through Murrieta Sewer Facilities located within the boundaries of Murrieta County Water District pursuant to an agreement dated March 21, 1989 between EMWD and MCWD. Perris Valley Area - Service Area 35 S501 $0.802 $24.39 E (97) Applicable for sewage collection, transmission, treatment and disposal service rendered through facilities of I.D. E (97) when no other improvement district or no other agency/assignee provides sewage collection. S502 $0.656 $19.94 E (97) Applicable for sewage transmission, treatment and disposal service rendered through facilities of I.D. E (97) when another agency or assignee provides sewage collection. In areas where EMWD provides water service and renders billing statements, the other agency sewage collection charge may be billed (by an interagency agreement) by EMWD for the involved other agency as a separate item in addition to the I.D. E (97) EDU charge. This rate is also applicable to the City of Perris which renders billing on behalf of EMWD (by an agency agreement). S503 $0.710 $21.61 U-9(59),U-27(77),U- 29(79),U-31(81),U- 33(83),F(93),G(94) Applicable for sewage collection, transmission, treatment and disposal service rendered through facilities of I.D. U-9 (59) & I.D. U-29(79) (North Perris Area), F (93) (Romoland Assessment District #5), I.D. G (94) (Homeland Assessment District #7), 81 (North Sun City Area), 83 (Mead Valley Area), or U-35 (85) (South Sun City Area). Canyon Lake Area - Lake Elsinore Valley Municipal Water District Rate S601 $1.545 $47.00 U-10(60),(EVMWD Rate) Applicable for single family residential sewer service rendered through facilities of EVMWD per agency agreement dated November 4, 1968. No commercial or other service types within this service area. * Based on DSC x 365 _ 12 Resolution No. 3352.14 Approved: February 21, 2007 Effective: February 1, 2007 Sewer Rate Schedule.final.att 2 EASTERN MUNICIPAL WATER DISTRICT SCHEDULE T WASTEWATER RECLAMATION PLANT SURCHARGES Rate Schedule Constituent Without Surcharge mg/L Maximum Limit mg/L Fee $/Ib/day SAN JACINTO RWRF T101 BOD 250.0 3,150.0 $0.51 T102 Oil & Grease 250.0 500.0 $1.02 T103 Suspended Solids 250.0 3,150.0 $0.26 MORENO VALLEY RWRF T201 BOD 250.0 3,150.0 $0.35 T202 Oil & Grease 250.0 500.0 $0.70 T203 Suspended Solids 250.0 3,150.0 $0.25 TEMECULA VALLEY RWRF T301 BOD 250.0 3,150.0 $0.55 T302 Oil & Grease 250.0 500.0 $1.10 T303 Suspended Solids 250.0 3,150.0 $0.44 PERRIS VALLEY RWRF T401 BOD 250.0 3,150.0 $0.52 T402 Oil & Grease 250.0 500.0 $1.04 T403 Suspended Solids 250.0 3,150.0 $0.27 Resolution No. 3352.14 Approved: February 21, 2007 Effective: February 1, 2007 Sewer Rate Schedule.final.att 3 EASTERN MUNICIPAL WATER DISTRICT SEWER RATE SCHEDULE SPECIAL CONDITIONS Relative to the above Sewer Rate Schedules, the following "Special Conditions" will apply, in addition to EMWD Rules and Regulations governing the provision of Sewer Service Facilities and Service (Resolution No. 1643, as amended): Sewer Equivalent Dwelling Units (Sewer EDU) as established by the District per Resolution No. 1600, as amended will be used to determine the appropriate daily/monthly service charge by multiplying the Sewer EDU by the EDU charge. Resolution No. 3352.14 Approved: February 21, 2007 Effective: February 1, 2007 Sewer Rate Schedule.final.att 4 STATE OF CALIFORNIA) )ss. COUNTY OF RIVERSIDE) I, JULIE HUGHES, Deputy Secretary to the Board of Directors of Eastern Municipal Water District, do hereby certify that the foregoing Resolution was duly adopted by the Board of Directors of said District at the Regular Meeting of said Board held on the 21st day of February, 2007, and that it was so adopted by the following vote: AYES: Directors Record, Kuebler, Slawson and Sullivan NOES: Director Paule ABSTAIN: None ABSENT: None r Julie Hughes; Deputy Secretary of the Eastern Municipal Water District and to the Board of Directors thereof STATE OF CALIFORNIA) )ss. COUNTY OF RIVERSIDE) I, JULIE HUGHES Deputy Secretary to the Board of Directors of Eastern Municipal Water District, do hereby certify that the above and foregoing is a full, true and correct copy of Resolution No. 3352.14 of said Board, and that the same has not been amended or repealed. DATE: February 22, 2007 Jule Hughes , ,Deputy Secretary of the Eastern Municipal Water District and to the Board of Directors thereof (SEAL) STATE OF CALIFORNIA ) COUNTY OF RIVERSIDE) ss CITY OF SAN JACINTO ) ORDINANCE NO. 03"" i 2- AN URGENCY ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SAN JACINTO, CALIFORNIA, REGARDING IMPOSITION OF SEWER SERVICE RATES PURSUANT TO THE INTERAGENCY SEWER AGREEMENT WITH THE EASTERN MUNICIPAL WATER DISTRICT WHEREAS, the City of San Jacinto ("City") delivers all waste and sewage collected through the City's collection system to Eastern Municipal Water District ("EMWD") facilities for treatment and disposal; and WHEREAS, pursuant to Government Code section 54344, the City Council ("City Council") is authorized to prescribe, revise and collect charges for the services or facilities furnished by the City's sewer enterprise; and WHEREAS, the City Council on February 2, 2006, adopted a Sewer Master Plan Update ("Update"), dated December 2005, which analyzed the City's wastewater collection system, identified deficiencies in the system and developed plans for the City to implement to address future conditions, including growth; and WHEREAS, the Update also developed capital costs for construction of improvements to the existing sewer service area and analyzed the capability of the City to provide wastewater collection services economically and efficiently and to properly fund those services; and WHEREAS, the City Council has thoroughly analyzed and considered the Update, which represents the City Council's independent judgment; and WHEREAS, the Update indicates that City's sewer service revenues have failed to keep pace with annual increases in the cost of providing sewer service, thereby necessitating the need for an increase in rates as set forth herein; and WHEREAS, the Update recommended the adoption of increased sewer service rates as set forth in Exhibit "A" to this Urgency Ordinance, which Exhibit is hereby incorporated by reference herein; and WHEREAS, the City Council adopted a sewer collection fee increase Ordinance 06-12, on May 4, 2006 that affected only sewer users in the City water service area and any overlapping City sewer service areas in the EMWD water service area; and WHEREAS, on August 17, 1965, EMWD and the City entered into an Inter - Agency Agreement to set forth the terms under which the collection, transmission, treatment, disposal, and reclamation of sewage originating within the city was to bra handled. The City has been responsible for sewer collection services for thgae Page 1 of 6 ORANGE\HKENNY\36256.1 properties located within the City boundary as said boundary was delineated in the 1965 agreement; EMWD has been responsible for sewer collection services for those properties located outside the designated City boundary. The term of the 1965 agreement was to remain in effect for a period of at least 40 years and until the Improvement District No. 17, bonds had been paid. Both requirements have been satisfied; and WHEREAS, the City and EMWD more recently entered into an agreement replacing the 1965 Agreement (the "Interagency Sewer Agreement"). The Interagency Sewer Agreement relates to the existing City boundaries and for the transfer by EMWD to the City the ownership of certain sewer collection facilities currently operated by EMWD pursuant to the 1965 Agreement, but now within the current City boundaries and to be henceforth owned, operated and maintained by the City; and WHEREAS, as part of the Interagency Sewer Agreement, all EMWD water users within the City not previously being serviced by the City for sewer collection lines, but upon the effectiveness of the Interagency Sewer Agreement will be so serviced, are proposed to be billed the City's previously adopted sewer collection fee. This fee was adopted by the City Council in 2006, and through this Urgency Ordinance will become applicable to those EMWD water users who were previously provided sewer collection services by EMWD. In addition, the current EMWD transmission and treatment charge for sewer will be reduced $.91 per month. The result will be a net increase of $3.73 per month. The City sewer collection fee will automatically increase each July 1st as set forth in Exhibit "A"; and WHEREAS, per the Interagency Sewer Agreement, the City will have the exclusive right to provide sewer collection service within the established City sewer service area. Furthermore, the boundary of the City sewer service area may be modified during the term of this agreement, subject to mutual agreement of the City and EMWD regarding which party shall provide sewer collection service within each area added to the City service area; and WHEREAS, the City proposes to increase its sewer fees in an amount that corresponds to a reasonable approximation of the amount necessary for the conveyance of sewage in the San Jacinto service areas. Therefore, the City Council finds, with respect to the revenue derived from the increased fees and charges, that (1) there is a reasonable relationship between the use of the fees and charges increased herein and the services for which they are imposed; (2) the revenue derived from the increased fees and charges does not exceed the amount necessary to provide the services; (3) the increased fees and charges shall not be used for any purpose other than that for which fees and charges are imposed; (4) the increased fees and charges do not exceed the proportional cost of the services attributable to each customer; and (5) the increased fees and charges are not levied for general governmental purposes; and WHEREAS, pursuant to Proposition 218 (Cal. Const., Arts. XIIIC & XIIID), at least 45 days prior to the hearing on this Urgency Ordinance, the City has mailed, Page 2 of 6 ORANGE \HKENNYX36256.1 postage prepaid, to all affected property owners within the City's new sewer service area resulting from the Interagency Sewer Agreement, as those owners' names and addresses appeared on the last equalized secured property tax assessment roll, a notice of the public hearing on the proposed sewer service charge rate imposition; and WHEREAS, said notice identified: (1) the amount of the charge imposed; (2) the basis upon which the charge was calculated; (3) the reason for the charge; and (4) the date, time, and location for the public hearing on the charge; and WHEREAS, on July 5, 2007, at 7:00 p.m., the City Council conducted a duly noticed public hearing at which time all those wishing to be heard were afforded an opportunity to be heard, and at which time the City Council considered any and all written protests concerning the proposed rate increase; and WHEREAS, the City did not receive written protests from a majority of the sewer customers who were provided notice; and WHEREAS, all other prerequisites to the adoption of this Urgency Ordinance have occurred; and WHEREAS, California Government Code Section 36937(b) empowers cities to adopt, by a four -fifths vote, an urgency ordinance, which is necessary for the immediate preservation of the public peace, health or safety, and contains a declaration of facts constituting the urgency. THE CITY COUNCIL OF THE CITY OF SAN JACINTO DOES HEREBY ORDAIN AS FOLLOWS: SECTION 1. URGENCY FINDINGS The City Council hereby incorporates by reference the recitals of this Urgency Ordinance. The City Council finds this Urgency Ordinance is necessary to promote the immediate preservation of the public peace, health and safety because it permits the City to immediately charge increased sewer and sewage treatment user fees that enable it to: (1) comply with the most recent terms and conditions of the Interagency Sewer Agreement with EMWD; (2) prevent breach of that Interagency Sewer Agreement; and (3) avoid disruptions in the sewer collection and treatment service provided to customers in the City, which might (in the absence of this rate change) cause a disruption in sewer service, thereby causing significant public health problems. SECTION 2. SEWER SERVICE CHARGES Based on the information contained in the Update, any written and verbal evidence presented to the City Council, the amounts of the sewer service charges set forth in Exhibit "A", attached hereto and incorporated by reference herein, are hereby approved and adopted by the City Council of the City of San Jacinto as now applicable to customers of City sewer services as a result of the Interagency Sewer Agreement. Page 3 of 6 ORANGE\HKENNY\36256.1 Such rates shall be automatically increased as set forth in Exhibit "A" without further action on the part of the City Council. In addition, the City Council may amend these rates by ordinance, resolution or minute action, in accordance with applicable law. SECTION 3. CEQA Pursuant to Section 21080, subdivision (b)(8) of the Public Resources Code, and Section 15273, subdivision (a) of the Guidelines for the Implementation of the California Environmental Quality Act ("CEQA"), further review under CEQA is not required because the City Council action increasing sewer service charges within the City's sewer service area is for the purpose of meeting operating expenses, including employee wage rates and benefits, purchasing and leasing supplies, equipment and materials, and for meeting financial reserve needs and requirements. The City Clerk is hereby directed to file a Notice of Exemption with the County Clerk within three (3) days following the date of this Urgency Ordinance. SECTION 4. EFFECTIVE DATE This Urgency Ordinance, as adopted by the necessary four -fifths vote of the members of the City Council, pursuant to Government Code Sections 36934 and 36937 shall take effect immediately upon its adoption, after which time the rates, as set forth in Exhibit "A," shall be deemed effective without further action by the City. SECTION 5. PUBLICATION The City Clerk shall certify to the adoption of this Urgency Ordinance and cause it, or a summary of it, to be published once in a newspaper of general circulation printed and published within the City of San Jacinto. Page 4 of 6 ORANGE \H KENNY136256.1 APPROVED AND ADOPTED at a regular meeting of the City Council on the 5th day of July, 2007, by the following vote: Ayes: Nays: Absent: Abstain: ATTEST: Dorothy L. Chouinard, City Clerk City of San Jacinto By Jim Ayres, Mayor Page 5 of 6 ORANGE\HKENNY\36256.1 EXHIBIT "A" CITY OF SAN JACINTO SEWER SERVICE PROPOSED CHARGES Year Change from Single Family Multi -Family Commercial previous year Residential Residential & Industrial 2007 3% 2008 0% 2009 3% 2010 0% 2011 3% 2012 0% 2013 3% 2014 0% $4.64 $4.64 $4.78 $4.78 $4.92 $4.92 $5.07 $5.07 $4.64 $4.64 $4.78 $4.78 $4.92 $4.92 $5.07 $5.07 $4.64 $4.64 $4.78 $4.78 $4.92 $4.92 $5.07 $5.07 ORANGE HKENNY\36256.1 Page 6 of 6 4 TO: Dorothy L. Chouinard, City Clerk cc_ Enclosure: Staff Report for Meeting of 7- s-c) . [CC or RDA] (name — brief description) Consent Calendar Item ,---- Public Hearing Item: Notice required yes no Copy attached yes no Published (date(s)) Notices sent (date(s) City Departments Item \[ Attachments include (this needs to match the attachment list in the Staff Report: Other: Please provide a fully executed copy of documents to: Please record and return conformed copy Your IMMEDIATE attention is necessary Comments: Name of person that will be presenting item at the meeting DATE: '7 - [Na or Initials], [Title] S:\City Clerk\CC RPT 05\AGENDA Transmittal Fonn.doc AGENDA ITEM July 5, 2007 TO: The Honorable Mayor and Members of the City Council FROM: Special Tax Consultant and City Attorney SUBJECT: Proposed Resolution for CFD 2003-1, Annexation No. 45 RECOMMENDATION: Staff recommends that the City Council, by motion, approve and adopt Resolution No. certifying the results of an election and adding property (known as Shea Homes L.P. APNs 431-030-041, 431-030-042 and 431-030-043) into CFD 2003-1, Annexation 45. BACKGROUND: The City Council and Planning Commission have identified the need for additional funding sources for police protection and fire protection and suppression services, especially those services that are created by new development within the City. In response to the need for additional funding for such services, the City Council formed Community Facilities District 2003-1 (the "District') and the levy of special taxes therein. On November 6, 2003, the City Council called an election of the landowners affected by the formation of the District and the levy of special taxes. The landowners approved the formation of the District and levy of special taxes with over a two-thirds majority vote of the voters voting. On June 3, 2004, the City Council approved the Future Annexation Area and a process to expedite the annexation of territory into the District. DISCUSSION: Several developers are developing certain real property within the boundaries of the Future Annexation Area. As a condition to receiving building permits from the City, most developers must annex their territory into the District. The landowners, Shea Homes Limited Partnership, now desires to annex APNs 431-030-041; 431-030-042; and 431-030- 043 into the District in order to obtain building permits. The adoption of the resolution is required to annex the territory into the District. Page 1 of 2 ALTERNATIVES: 1) Continue item or take no action. FISCAL IMPACT: The annexation of the developer's property into the District will have a beneficial impact to the City's budget in that, upon implementation of the proposed annexation, it would assist in the funding of police and fire services that would otherwise come from the City's general fund. ATTACHMENTS: Resolution No. Page2of2 STATE OF CALIFORNIA ) COUNTY OF RIVERSIDE ) ss CITY OF SAN JACINTO ) RESOLUTION NO. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN JACINTO, CALIFORNIA, CERTIFYING THE RESULTS OF AN ELECTION AND ADDING PROPERTY TO COMMUNITY FACILITIES DISTRICT NO. 2003-1 (CFD 2003-1, ANNEXATION NO. 45) WHEREAS, the City Council of the City of San Jacinto (the "City Council"), has previously formed a Community Facilities District pursuant to the provisions of the "Mello -Roos Community Facilities Act of 1982", being Chapter 2.5, Part 1, Division 2, Title 5 of the Government Code of the State of California, said Article 3.5 thereof. The existing Community Facilities District being designated as COMMUNITY FACILITIES DISTRICT NO. 2003-1 (the "CFD No. 2003-1"); and, WHEREAS, the City Council has also established a procedure to allow and provide for future annexations to CFD No. 2003-1 and the territory proposed to be so annexed in the future was designated as COMMUNITY FACILITIES DISTRICT NO. 2003-1, FUTURE ANNEXATION AREA (the "Future Annexation Area"); and WHEREAS, at this time the unanimous consent to the annexation of certain territory within the Future Annexation Area to CFD No. 2003-1 has been received from the property owner or owners of such territory, and such territory has been designated as ANNEXATION NO. 45 (the "Annexed Area"); and WHEREAS, less than twelve (12) registered voters have resided within the territory of the Annexed Area for each of the ninety (90) days preceding July 5, 2007, therefore, pursuant to the Act the qualified electors of the Annexed Area shall be the "landowners" of such Annexed Area as such term is defined in Government Code Section 53317(f) and each such landowner who is the owner of record as of Dec. 15, 2006, or the authorized representative thereof, shall have one vote for each acre or portion of an acre of land that she or he owns within such Annexed Area; and WHEREAS, the time limit specified by the Act for conducting an election to submit the levy of the special taxes on the property within the Annexed Area to the qualified electors of the Annexed Area and the requirements for impartial analysis and ballot arguments have been waived with the unanimous consent of the qualified electors of the Annexed Area; and WHEREAS, the City Clerk of the City of San Jacinto has caused the ballots to be distributed to the qualified electors of the Annexed Area and has received and canvassed such ballots and made a report to the City Council regarding the results of Page 1 of 3 such canvas, a copy of which is attached as Exhibit A hereto and incorporated herein by this reference; and WHEREAS, at this time the measure voted upon and such measure did receive the favorable 2/3's vote of the qualified electors, and the City Council desires to declare the results of the election; and WHEREAS, a map showing the Annexed Area and designated as Annexation No. 45 (the "Annexation Map"), a copy of which is attached as Exhibit B hereto and incorporated herein by this reference, and a list of Assessor Parcel Numbers and landowners, a copy of which is attached as Exhibit C hereto and incorporated herein by this reference, has been submitted to the City Council. NOW, THEREFORE, BE IT RESOLVED, determined and ordered by the City Council of the City of San Jacinto, that: SECTION 1. Recitals. The above recitals are all true and correct. SECTION 2. Findings. This City Council does hereby determine as follows: A. The unanimous consent to the annexation of the Annexed Area to CFD No. 2003-1 has been given by all of the owners of the Annexed Area and such consent shall be kept on file in the Office of the City Clerk. B. Less than twelve (12) registered voters have resided within the territory of Annexed Area for each of the ninety (90) days preceding July 5, 2007, therefore, pursuant to the Act the qualified electors of the Annexed Area shall be the "landowners" of such Annexed Area as such term is defined in Government Code Section 53317(f). C. The qualified electors of the Annexed Area have unanimously voted in favor of the levy of special taxes within the Annexed Area upon its annexation to CFD No. 2003-1. SECTION 3. Annexed Area. The boundaries and parcels of territory within the Annexed Area and on which special taxes will be levied in order to pay for the costs and expenses of authorized public facilities are shown on the Annexation Map as submitted to and hereby approved by this City Council. SECTION 4. Declaration Of Annexation. The City Council does hereby determine and declare that the Annexed Area is now added to and becomes a part of CFD No. 2003-1. The City Council, acting as the City Council of CFD No. 2003-1, is hereby empowered to levy the authorized special tax within the Annexed Area. SECTION 5. Notice. Immediately upon adoption of this Resolution, notice shall be given as follows: Page 2of3 A. A copy of the annexation map as approved shall be filed in the Office of the County Recorder no later than fifteen (15) days after the date of adoption of this Resolution. B. An Amendment to the Notice of Special Tax Lien (Notice of Annexation) shall be recorded in the Office of the County Recorder no later than fifteen (15) days after the date of adoption of this Resolution. APPROVED, SIGNED and ADOPTED this 5th day of July, 2007, by the following vote: Ayes: Nays: Absent: Abstain: City of San Jacinto By: Jim Ayres, Mayor ATTEST: Dorothy L. Chouinard, City Clerk City of San Jacinto APPROVED AS TO FORM: City Attorney, City of San Jacinto Best, Best & Krieger, LLP. Page 3 of 3 Exhibit A Certificate of Election Official and Statement of Votes Cast STATE OF CALIFORNIA ) COUNTY OF RIVERSIDE ) ss. CITY OF SAN JACINTO ) The undersigned, ELECTION OFFICIAL OF THE CITY OF SAN JACINTO, COUNTY OF RIVERSIDE, STATE OF CALIFORNIA, DOES HEREBY CERTIFY that pursuant to the provisions of Section 53326 of the Government Code and Division 12, commencing with Section 17000 of the Elections Code of the State of California, I did canvass the returns of the votes cast at the CITY OF SAN JACINTO COMMUNITY FACILITIES DISTRICT NO. 2003-1 SPECIAL ELECTION ANNEXATION NO. 45 in the City, held on July 5, 2007. I FURTHER CERTIFY that this Statement of Votes Cast shows the whole number of votes cast in the area proposed to be annexed to Community Facilities District No. 2003-1 of the City of San Jacinto for or against the Measure are full, true and correct. VOTES CAST ON PROPOSITION 1: WITNESS my hand this 5th day of July, 2007 YES NO Dorothy L. Chouinard, City Clerk City of San Jacinto Page A-1 EXHIBIT B SHEET 1 OF 2 ANNEXATION MAP NO. 45 TO CITY OF SAN JACINTO COMMUNITY FACILITIES DISTRICT NO. 2003-1 COUNTY OF RIVERSIDE STATE OF CALIFORNIA Reference is hereby made to that certain map entitled "Amended Boundaries of City of San Jacinto Community Facilities District No. 2003-1, County of Riverside, State of California," filed the 22nd day of December, 2003, at the hour of 8 o'clock a.m. in Book 55 at pages 58-59, and as instrument number 2003-995886 in the office of the County Recorder of the County of Riverside, State of California, which this Annexation Map affects. RAMONA EXWY. w O See Sheet 2____ SANDERSON A COTTONWOOD SEVENTHtST. ui Q UEATON AVE. Prepared by David Taussig & Associates, Inc. RECORD RD. j / VICINITY MAP BERGIN S AMONA EXW ANADE AVE y PEA _ ST. EEANSST. EALTN (1) Filed in the office of the City Clerk of the City of San Jacinto this day of , 2007. Dorothy L. Chouinard, San Jacinto City Clerk (2) I hereby certify that the within map showing the proposed boundaries of Annexation No. 45 to City of San Jacinto Community Facilities District No. 2003-1, Riverside County, State of California, was approved by the City Council at a regular meeting thereof, held on this day of , 2007, by its Resolution No. Dorothy L. Chouinard, San Jacinto City Clerk (3) Filed this day of , 2007, at the hour of o'clock _m, in Book of Maps of Assessment and Community Facilities Districts at page and as Instrument No. in the office of the County Recorder of Riverside County, State of California. Larry W. Ward Assessor -County Clerk -Recorder of Riverside County By Deputy Fee Exempt recording requested, per CA Government Code §6103 SHEET 2 OF 2 RAMONA EXY. NDERSON ANNEXATION MAP NO. 45 TO CITY OF SAN JACINTO COMMUNITY FACILITIES DISTRICT NO. 2003-1 COUNTY OF RIVERSIDE STATE OF CALIFORNIA // Reference is hereby made to the Assessor maps of the County of Riverside for a description of the lines and dimensions of each lot and parcel. LECE.ND Boundaries of Annexation No. 45 111111011. to City of San Jacinto Community Facilities District No. 2003-1 431-030-04n Assessor Parcel Line Assessor Parcel Number Prepared by David Taussiq & Associates, Inc. San Jacinto Annexation No. 45 to CFD 2003-1 Map Project Guide Boundary Map Annexation No. 45 Sheet Number Assessor Parcel Number(s) Tract Number Project Name Land Owner / Developer 2 431-030-041 431-030-042 431-030-043 31886 Shea Homes Limited Partnership / Shea Homes L.P. Note: This map project guide is included to help identify properties within the CFD, but this guide is not intended for County of Riverside recordation with the Annexation map it refers to. APN(S) 431-030-041 431-030-042 431-030-043 Exhibit C List of Properties to be Annexed Landowners SHEA HOMES LIMITED PARTNERSHIP Page C-1 TO: Dorothy L. Chouinard, City Clerk Enclosure: Staff Report for Cc [CC or RDA] 3 Meeting of 7 Consent Calendar Item (name — brief description Hearing Item: Notice required ' yes no Copy attached "-- yes no Published (date(s)) Notices sent (date(s) City Departments Item ------A-ttachments include (this needs to match the attachment list in the Staff Report: Pease provide a fully executed copy of documents to: - Please record and return conformed copy Your IMMEDIATE attention is necessary Comments: Name of person that will be presenting item at the meeting DATE: -7 [Na.- or Initials], [Title] S:\City Clerk\CC RPT 05 \AGENDA Transmittal Form.doc AGENDA ITEM July 5, 2007 TO: The Honorable Mayor and Members of the City Council FROM: City Attorney SUBJECT: Proposed Resolutions for LLPD No. 2, Annexation No. 69 RECOMMENDATION: 1. Staff recommends that the City Council, by motion, approve and adopt the following Resolutions annexing property (known as Calvary Chapel — APNs 431- 180-060 and 431-180-068) into LLPD No. 2, Annexation 69 a. Resolution No. Initiating Proceedings for the Annexation of Property to Landscaping, Lighting and Park District No. 2 ("Annexation No. 69") b. Resolution No. Approving the Engineer's Report for the Annexation of Property to Landscaping, Lighting and Park District No. 2 ("Annexation No. 69"). c. Resolution No. Declaring Intention to Annex Property to Landscaping, Lighting and Park District No. 2 ("Annexation No. 69"). 2. Conduct Public Hearing and at the conclusion of the public hearing if the City Council determines that a majority protest does not exist, by motion, approve and adopt Resolution No. Ordering Annexation of Territory to Landscaping, Lighting and Park District No. 2 and Levying Assessments. Page 1 of 3 BACKGROUND: In connection with the development of property owned by Calvary Chapel, in the City of San Jacinto, County of Riverside (APNs 431-180-060 and 431-180-068), the City has required that the property be annexed to LLPD No. 2 to fund the cost of maintaining and servicing various improvements that will benefit the property within that development. The property proposed to be annexed to the district will receive the special benefit of the improvements and will be assessed to pay the costs of installation, operation, maintenance and/or servicing of street lights, traffic signals, landscaped areas, municipal parks, drainage facilities, graffiti removal and incidental expenses of the assessment district. DISCUSSION: Staff is recommending that the City Council take all actions necessary to annex the property to LLPD No. 2. The owners of the property proposed to be annexed to LLPD No. 2 have waived all notice requirements pertaining to these annexation proceedings and have agreed to conduct the public hearing on any date deemed advisable by the City Council. The first step is to adopt the Resolution Initiating Proceedings, which initiates the annexation process by ordering the Engineer of Record, GFB-Friedrich & Associates, Inc., to prepare the Engineer's Report, describing in detail the improvements to be financed by the assessment district, the estimated cost of such improvements and the special benefits that the property within the assessment district will receive. The next step in the annexation proceedings is to adopt a resolution approving the Engineer's Report and a resolution declaring the City Council's intention to annex the property to LLPD No. 2. The resolution of intention also schedules the public hearing on the annexation and the levy of the assessments upon the property proposed to be annexed to the District. The purpose of the public hearing is to hear testimony from any interested persons and to consider objections or protests, if any, to the proposed assessments. As required by the Act, notices and assessment ballots have been mailed to the record owner of the property proposed to be annexed to the District with instructions to vote and return the ballot to the City before the conclusion of the public hearing on July 5, 2007. At the conclusion of the public hearing, the City Council should direct the City Clerk to tally the assessment ballots submitted and to determine whether a majority protest exists. A majority protest exists if assessment ballots submitted in opposition to the proposed assessments exceed assessment ballots submitted in favor of the proposed assessments. If a majority protest exists, the City may not annex the property to the District or levy the assessments. If a majority protest does not exist, the City Council may proceed with the recommended action described above. If annexed, the District would fund the cost of maintaining and Page 2 of 3 servicing various improvements that will benefit the property proposed to be annexed to the District, including street lights, traffic signals, landscaping, drainage facilities and graffiti removal. ALTERNATIVES: 1) Continue item or take no action. FISCAL IMPACT: No cost is attributed to this action. ATTACHMENTS: Resolution Nos. and Page 3 of 3 STATE OF CALIFORNIA ) COUNTY OF RIVERSIDE )ss CITY OF SAN JACINTO ) RESOLUTION NO. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN JACINTO INITIATING PROCEEDINGS PURSUANT TO THE LANDSCAPING AND LIGHTING ACT OF 1972 FOR THE ANNEXATION OF PROPERTY (COMMONLY KNOWN AS CALVARY CHAPEL, APNS 431-180-060 AND 431-180-068) TO LANDSCAPING, LIGHTING AND PARK DISTRICT NO. 2 (LLPD NO. 2) ANNEXATION NO. 69 AND ORDERING THE PREPARATION OF THE ENGINEER'S REPORT (LLPD NO. 2 ANNEXATION NO. 69) WHEREAS, it has been determined by the City Council ("City Council") of the City of San Jacinto ("City") that the public interest, convenience and necessity require the installation, operation, maintenance and/or servicing of street lights, traffic signals, graffiti removal, landscape, drainage facilities and any improvements appurtenant thereto, as set forth in Section 22535 of the California Streets and Highways Code; and WHEREAS, the City Council has determined that, to finance such facilities and the maintenance and servicing thereof, certain property that will receive benefit from the maintenance and servicing of such facilities should be annexed to existing Landscaping, Lighting and Park District No. 2 of the City of San Jacinto ("District"); and WHEREAS, the proceedings for the annexation of such property to the District are authorized by and will be conducted pursuant to the provisions of the Landscaping and Lighting Act of 1972, Part 2 (commencing with Section 22500) of Division 15 of the California Streets and Highways Code; and WHEREAS, the City Council has also determined that proceedings for the levy of assessments on such property to pay the costs of the maintenance and servicing of such facilities during fiscal year 2007-08 should also be conducted pursuant to Chapter 3 (commencing with Section 22620) of Part 2 of Division 15 of the California Streets and Highways Code. NOW, THEREFORE, BE IT RESOLVED, determined and ordered by the City Council of the City of San Jacinto as follows: SECTION 1. The City Council proposes to annex certain property to the District pursuant to the Landscaping and Lighting Act of 1972, Part 2 (commencing with Section 25000) of Division 15 of the California Streets and Highways Code. Page 1 of 3 SECTION 2. SECTION 3. SECTION 4. SECTION 5. Improvements. The Improvements which shall be provided for the property proposed to be annexed to the District by and through the assessments levied annually thereon shall include the following: (a) the installation or construction of public lighting, facilities, including, but not limited to, street lights; (b) the installation or planting of landscaping, including, but not limited to, street trees, parkways, and median islands; (c) the installation or construction of park or recreational facilities; (d) the installation or construction of any facilities which are appurtenant to any improvements listed in (a) through (d) or which are necessary or convenient for the maintenance or servicing thereof including, but not limited to, irrigation, drainage, and electrical facilities; and (e) the maintenance and servicing of any of the foregoing. The property to be specifically charged for the maintenance and servicing of such improvements shall include all of the land located within APNs 431-180-060 and 431-180-068, in the City of San Jacinto, County of Riverside, and shall be designated "Annexation No. 69 to Landscaping, Lighting and Park District No. 2". The property described in Exhibit "A" which is proposed to be included within the proposed boundaries of Annexation No. 69 to the District may be presently included in Landscaping, Lighting and Park District No. 1 of the City of San Jacinto. Upon the completion of proceedings for the annexation of such property to the District it shall be detached from such other district. GFB-Friedrich and Associates, Inc., the District's engineer ("Engineer"), is ordered to prepare and file a report in accordance with Article 4 (commencing with Section 22565) of Chapter 1 of Part 2 of Division 15 of the California Streets and Highways Code with respect to the annexation of the property described in Section 3 hereof to the District and the levy of assessments on such property to pay the costs of the maintenance and servicing of the improvements described in Section 2 hereof during fiscal year 2007-08. Upon completion, Page 2 of 3 the Engineer shall file said report with the City Clerk of the City Council for submission to the City Council. ADOPTED, SIGNED AND APPROVED this 5th day of July, 2007, by the following vote: Ayes: Nays: Absent: Abstained: ATTEST: Dorothy L. Chouinard, City Clerk, APPROVED AS TO FORM: City Attorney, City of San Jacinto Best, Best & Krieger, LLP City of San Jacinto By, Jim Ayres, Mayor Page 3 of 3 EXHIBIT A Annexation No. 69 to Landscaping, Lighting and Park District No. 2 Legal Description Assessor Parcel Number: 431-180-060 431-180-068 STATE OF CALIFORNIA ) COUNTY OF RIVERSIDE )ss CITY OF SAN JACINTO ) RESOLUTION NO. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN JACINTO APPROVING ENGINEER'S REPORT FOR THE ANNEXATION OF PROPERTY TO LANDSCAPING, LIGHTING AND PARK DISTRICT NO. 2 (LLPD NO. 2) OF THE CITY OF SAN JACINTO (COMMONLY KNOWN AS CALVARY CHAPEL — APNS 431-180-060 AND 431-180-068) (LLPD NO. 2, ANNEXATION NO. 69) WHEREAS, on July 5, 2007, the City Council of the City of San Jacinto ("City Council"), adopted Resolution No. initiating proceedings for the annexation of property to Landscaping, Lighting and Park District No. 2 of the City of San Jacinto ("District") and ordered GFB - Friedrich and Associates Inc., the Engineer of Record, to prepare and file a report in accordance with Section 22565 of the California Streets and Highways Code ("Code"); and WHEREAS, the Engineer of Record has filed with the City Clerk its report ("Engineer's Report") containing the matters specified in Section 22565 through 22574 of the Code; and WHEREAS, the Engineer's Report has been duly presented by the City Clerk to the City Council for consideration and has been fully considered by the City Council, and this City Council finds that each and every part of the Engineer's Report is sufficient, and that no portion of the report requires or should be modified in any respect. NOW, THEREFORE, BE IT RESOLVED determined and ordered by the City Council of the City of San Jacinto, as follows: SECTION 1. SECTION 2. The Engineer's estimate of the itemized costs and expenses of the installation, operation, maintenance and/or servicing of street lights, traffic signals, graffiti removal, landscaping, drainage facilities and any improvements appurtenant thereto and the incidental expenses in connection therewith, contained in the Engineer's Report shall be, and each of them are hereby, preliminarily approved and confirmed. The diagrams showing the property proposed to be annexed to the District referred to and described in the Engineer's Report and the boundaries of the property proposed to be annexed to said District as the same existed at the time of passage of Resolution No. , are hereby preliminarily approved and confirmed. Page 1 of 2 SECTION 3. SECTION 4. SECTION 5. ADOPTED, following vote: Ayes: Nays: Absent: Abstain: ATTEST: The proposed assessments upon the property proposed to be annexed to the District are in proportion to the estimated benefit to be received by said property, respectively, from said improvements and of the incidental expenses thereof, as contained in the Engineer's Report. Said Report shall stand as the Engineer's Report for the purposes of all subsequent proceedings for Annexation No. 69 to the District. The Mayor shall sign this Resolution and the City Clerk shall attest and certify to the passage and adoption thereof. SIGNED AND APPROVED this Dorothy L. Chouinard, City Clerk APPROVED AS TO FORM: City Attorney, City of San Jacinto Best, Best & Krieger, LLP. 5th City of San Jacinto day of July, 2007, by the By, Jim Ayres, Mayor Page 2 of 2 ENGINEER'S REPORT Annexation No. 69: CITY OF SAN JACINTO LANDSCAPING, LIGHTING AND PARK DISTRICT NO. 2 Preliminary Date: June 21, 2007 Confirmed Date: June 21, 2007 INTRODUCTION Pursuant to the order of the City Council of the City of San Jacinto, this report is prepared in compliance with the requirements of Article 4, Chapter 1, Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the Streets and Highways Code of the State of California. This report presents the engineering analysis for Annexation No. 69 to the district known as LANDSCAPING, LIGHTING AND PARK DISTRICT NO. 2 in the CITY OF SAN JACINTO (hereinafter referred to as "District"). This District, by special benefit assessments, provides funding for the installation, operation, maintenance and servicing of street lights and traffic signals; the installation, maintenance and servicing of landscaped areas (parkways, medians, open space, detention/retention basins, etc.); the installation, operation, maintenance and servicing of municipal parks; the installation, operation, maintenance and servicing of drainage facilities; and graffiti removal from horizontal and vertical surfaces which are appurtenant to the above items; all of which are located in public rights -of -way or easements in the District. Reference is hereby made to the: ENGINEER'S REPORT Formation of CITY OF SAN JACINTO LANDSCAPING, LIGHTING AND PARK DISTRICT NO. 2 Fiscal Year 2002-2003, that was confirmed on April 4, 2002, and is hereinafter referred to as the "Master Engineer's Report," which is hereby incorporated herein as though set forth in full. BOUNDARIES OF DISTRICT The proposed boundary of Annexation No. 69 to the District is completely within the City Limits of the City of San Jacinto and is shown on the Boundary Map (attached hereto as Exhibit "A" and incorporated herein by reference and on file in the office of the City Clerk at the San Jacinto City Hall). Exhibit "A" serves as the Assessment Diagram for Zone 69 of the District and a copy of said Exhibit "A" may be found in the Appendix to this Report. The boundary includes the parcels of land that are located in the vicinity of street lighting, landscaping, drainage and/or park improvements that were, or soon will be, installed as a condition of approval of a land development project; the operation and maintenance of which will be funded by this assessment district. All parcels of real property included within the LLPD No. 2 - Engineer's Report 1 Annexation No. 69 development project; the operation and maintenance of which will be funded by this assessment district. All parcels of real property included within the District are described in detail on maps on file in the Riverside County Assessor's office or by a tract and parcel number legal description. Zones The 1972 Act provides for areas within a district to be classified into different zones. Annexation No. 69 to Landscaping, Lighting and Park District No. 2 is comprised of one zone. The costs of the installation, operation, maintenance and servicing of the various improvements and facilities within this zone, will be separately determined, and incidental costs will be prorated and added to determine the total cost. This zone is comprised of Conditional Use Permit (C.U.P.) No. 5-97 (Amended) (Calvary Chapel) and is designated as Zone 69. Future annexations will be assigned Zone designations e.g. Zone 70, Zone 71, Zone 71A, Zone 72, etc., as appropriate. IMPROVEMENTS The authorized facilities and items of servicing and maintenance are described in the "Master Engineer's Report." Said description is included within this report by reference. A copy of said "Master Engineer's Report" is on file in the Office of the City Clerk of the City of San Jacinto and may be reviewed, or a copy obtained, at City Hall during normal business hours. * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * Zone 69 Improvements The improvements included in Zone 69 to be installed, operated, serviced, and maintained are street lighting; traffic signals; and parkway landscaping. Also included is the servicing and maintenance required for graffiti removal. * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * Plans and Specifications The plans and specifications showing and describing the general nature, location and extent of the improvements to be operated and maintained within Annexation No. 69 are on file in the office of the City Clerk and are incorporated herein by reference. FINANCIAL ANALYSIS The estimated annual cost requirements for Zone 69, for the improvements described in the "Improvements" section of this report, are summarized in Exhibit "B," attached hereto and incorporated herein by reference, in the Appendix to this report. Estimated costs are shown for each improvement or facility, and for incidental costs to be funded by the District. LLPD No. 2 - Engineer's Report 2 Annexation No. 69 Notes: 1. Incidental Costs are prorated in proportion to the respective servicing and maintenance costs in each Zone (or sub -zone). Future annexations will be treated in a similar manner. METHOD OF APPORTIONMENT 'The net amount to be assessed upon lands within the District in accordance with this report is apportioned by a formula and method which fairly distributes the total assessments among all assessable lots or parcels in proportion to the estimated special benefit to be received by each lot or parcel from the improvements. Said method is described in the "Master Engineer's Report" and is included within this report by reference. A copy of said "Master Engineer's Report" is on file in the Office of the City Clerk of the City of San Jacinto and may be reviewed, or a copy obtained, at City Hall during normal business hours. ASSESSMENT FORMULA The basic formula used to calculate the amount allocated to each lot or parcel within the District for each type of improvement or facility is described in the "Master Engineer's Report." Said formula, including but not limited to, the table entitled "ASSESSMENT FORMULA USING ASSESSMENT UNIT (AU) METHOD," and subsections entitled Special Benefit Analysis, Street Classification and corresponding General Benefit (%), and Assessment of Public Property is included within this report by reference. LIMITATION ON INCREASE OF ANNUAL ASSESSMENT The City Council intends to increase assessments, on an annual basis when necessary, in accordance with the Consumer Price Index for all Urban Consumers for the Los Angeles - Anaheim -Riverside area, published by the United States Department of Labor, Bureau of Labor Statistics; provided however, that any such annual increase shall not exceed seven and one-half percent (7.5%). The current Southern California telephone number for the Consumer Price Index (CPI) Hotline is (310) 235-6884. ASSESSMENT SPREAD The individual Zone 69 assessments, tabulated by Assessor's Parcel Number or other form of identification, are shown on the Assessment Spread on file in the Office of the City Clerk of the City of San Jacinto and attached hereto as Exhibit "C." The total cost of the improvements described in the "Improvements" section of the report for Annexation No. 69 for fiscal year 2007-2008 is estimated to be $18,807.97. The maximum annual assessment for the two lots/ parcels for the 2007-2008 fiscal year is as follows: C.U.P. No. 5-97 (Amended) (Calvary Chapel): APN 431-180-060 APN 431-180-068 $ 6,899.73 $11,908.23 LLPD No. 2 - Engineer's Report 3 Annexation No. 69 B-FRIE ' CH ASSOC., INC. JOHN A. FRIEDRICH, P.E. Date: ...3"�,�1' -'�7• LLPD No. 2 - Engineer's Report 4 Annexation No. 69 APPENDIX EXHIBITS Exhibit "A" — Boundary Map Exhibit "B" — Cost Estimate Exhibit "C" — Assessment Spread 1— r-- L Nronaarz FORM' 1 hI11,111,111111;IIII11111I, t riilir I11 1 iilill Iii 11 * 4* 1Qi� 1 111 i 1 1111i Ii111 I11 1 Iit iii 111 11 lil 111 11 11 iril� yL LYON 1 AVENUE x oonsos. E 039.11 _ C__J C=_D TRACT NO. 33509 &P.N. 431-180-068 A.P.N. 431-180-060 RETENTION BASIN --a EXHIBIT A" BOUNDARY MAP LANDSCAPING, LIGHTING AND PARK DISTRICT NO. 2 ANNEXATION NO. 69 for fh. CITY OF SAN JACINTO FISCAL YEAR 2006-2007 ZONE 69 VICINITY MAP ors 0r SAn JN:rtirO. CMrlr OF NA'Ex5LL STALE U CLL40ANIA RES.1IAY 00 ]0_. OTT CLERK COUNTY N5O SEE. SiVttE or THE r1 2113 0, iM MORON.AT or S0_ CITY CLERK mF ASEEZAKER Iwuern ran DON LOT ON ARMEL OMEN NNE 01.11107 1 NE ASHSSOKS AMCCL nWOCO mAS ASSCHEL Er E cWIM Or MOORE ASSESSOR'S WILE IRE UIffi W1D 0012000,6 ,OR CALM L01 ON PARCEL Or UM L NAPS O FILE PMonI TILE 0 or 00 ARE slim 00 Tot !MENEMRS COIIN1Y ASSESSOR 1 LEGEND --a COu1RE STREET UCHI Canoe SINCCE u0Nr TES 1NRS0 110 As5EISUENT 051RR00 B0YN041r SCALE E Rr tor, 10aA - 40 IL CITY OF SAN JACINTO LIGHTING, LANDSCAPING AND PARK DISTRICT NO. 2 Annexation No. 69 (Zone 69) COST ESTIMATE Item Quantity ® Unit Cost Street Lights 8 Traffic Signals Park Maintenance Landscape Maintenance Storm Drain Maint. Graffiti Removal TOTALS Cost/Mo. Cost)Yr. Cost/Mo. CostlYr. Cost/Mo. Cost)Yr. Cost/Mo. Cost)Yr. CosUMo. Cost/Yr. Per Month Per Year C.U.P. No. 5-97 (Amended) (Calvary Chapel) (2 Church Parcels) Street Lights and Traffic Signals Street Lights 22,000 lumen (Lyon Ave) Funded by Asmt. Distric 4 Ea. $14.08 /mo $56.32 $675.84 $56.32 $675.84 Less General Benefit: $14 08/Lght x 0.5 Light = ($7.04) y ($84.48) ($7.04) ($84.48) 22,000 lumen (Seventh St) Funded by owner 4 Ea. $14.08 /mo $0. 00 $0. 00 Seventh St. street lights will be attached to Church meter Traffic Signals - Lyon Ave © Seventh St and Lyon Ave © Esplanade Ave '.. Maintenance Cost / Signal 2 L.S. $278.67 /mo $557.33 $6,688.00 '. $557.33 $6,688.00 Energy Cost ($55/Signal/Month) 2 L.S. $55.00 /mo $110.00 $1,320.00 '. $110.00 $1,320.00 Less General Benefit (50%.for "Pass -through" Traffic and 30% for the non -project segments surrounding the signal = 80%) - two signals ($533,87) ($8,408.40) ($533.87) ($8 408.40) Note: Assessments for future traffic signals and street lights shall not be collected until said signals are installed. '.. Landscape Maintenance Lyon Ave Parkway 4,706 S.F $0.150 /yr $58.83 $705.90 $58.83 $705.90 Seventh St Parkway 9,296 S.F. $0.150 /yr ', $1/6.20 $1,394.40 $116.20 $1,394.40 Irrigation Water 14,002 S.F $0.129 /yr $150. 52 $1,806. 26 $150. 52 $1,806.26 (See Note below) Sub otal, Owner $3,906.56 Contingency (10%) $390.66 City Inspection Costs $200.00 This total is included in the without Owner total only* $4,497.21 Storm Drain Maintenance Lyon Ave Storm Drain 3 Man-hr. $80 /mo $240.00 $2,880.00 $240.00 $2,880.00 Note: Assessments for storm drain maintenance shall not be collected until said storm drains are contructed. Graffiti Removal 1 L.S. $250 /mo $250.00 $3,000.00 $250.00 $3,000.00 Subtotal, Maintenance and Servicing $162.75 $2,192.96 $0.00 $0,00 $325.55 $3,90656 $240.00 $2,880.00 $250.00 $3000.00 $672.75 $8,072.96 Contingency (10%) $18.27 $219.30 $0.00 $0.00 $32.55 $390. 66 $24.00 $288.00 $25.00 $300.00 $67.27 $807.30 TOTAL, Maintenance and Servicing $201.02 $2,412.26 $0.00 $0.00 $358.10 $4,297.2/ $264.00 $3,168.00 $275.00 $3,300.00 $740.02 $8,880.26 Incidental Costs Assessment Engineer 1 L.S. $775 /yr $17.54 $210.52 $0.00 $0.00 $31.25 $375. 03 $23.04 $276.48 $24.00 $288.00 $64.58 $775.00 Legal Counsel 1 L.S. $0 /yr $0.00 $0.00 $0.00 $0.00 $0. 00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0,00 City Administration 1 L.S. $725 /yr $16.41 $196.94 $0,00 $0.00 $29. 24 $350. 83 $21.55 $256.64 $22.45 $269.42 $60.42 $725.00 City Inspection Costs 1 L.S. $380 /yr $8.60 $103.22 $0.00 $0.00 $15.32 $183. 88 $11.30 $135.56 $11.77 $141.21 $31.67 $380.00 NPDES Costs 1 L.S. $1,250 /yr $28.30 $339.55 $0.00 $0.00 $50,41 $604. 88 $37.16 $445.93 $38.71 $464.51 $104.17 $1.250.00 County Collection Fees 1 L.S. $180 /yr $4.07 $48.90 $0.00 $0.00 $7.26 $87. 10 $5.35 $64.21 $5.57 $66.89 $15.00 $180.00 Miscellaneous 1 L.S. $220 /yr $4.98 $59.76 $0.00 $0.00 $8.87 $106.46 $6.54 $78.48 $6.81 $81.75 $18.33 $220.00 Reserve Fund 1 L.S. $470 /yr $10.64 $127.68 $0.00 $0.00 $18. 95 $227 44 $13.97 $167.64 $14.55 $174.60 $39.17 $470.00 TOTAL. Incidental Costs $4,000 /yr $90.55 $1,086.58 $0.00 $0.00 $161,30 $1,935.63 $118.91 $1,426.95 $123.87 $333.33 $4,000.00 Contributions to the District Developer $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 SO. DO $0.00 $0.00 $0.00 TOTAL AMOUNT TO ASSESSMENT $291.57 $3,498.83 $0.00 $0.00 $519.40 $6,232,84 $382.91 $4,594.95 $398.87 $4786.39 $1.073.35 $12,880.26 Notes: 1. The landscaping will be maintained and irrigated by the Owner (Calvary Chapel) unless the Owne fails to properly maintain said landscaping and irrigation facilities. At such time, the authorized assessments will be collected to fund any such landscaping and irrigation facilities that must be maintained by the City. 2. The term "with Owner" implies Owner participation to hold down assessments; the term "wto Owner" implies full City assessments without Owner participation. April 24, 2007 B-1 Assessment for Parcel 431-180-060 (with Owner) = $4,725.14 Assessment for Parcel 431-180-068 (with Owner) _ $8,155.11 Assessment for Parcel 431-180-060 (w/o Owner) = $6.374.95 Assessment for Parcel 431-180-068 (w/o Owner) = $11,002.52 Exhibit "B" CITY OF SAN JACINTO LANDSCAPING, LIGHTING AND PARK DISTRICT NO. 2 Annexation No. 69 (Zone 69) ASSESSMENT SPREAD Parcel Identification (APN) Property Owner Name Proposed Land Use Code Parcel Size (square feet) Asmt. Units (AU) Street Lights Park Maint. Landscape Maint. Storm Drain Maint. Graffiti Removal Dollars per AU ($) Assessment per Parcel ($) C.U.P. No. 5-97 (Amended) (Calvary Chapel - 2 Church Parcels) 431-180-060 Calvary Chapel San Jacinto C1 230,432 15.87 $1,283.55 $0.00 $0.00 $1,685.67 $1,755.89 $297.74 $4,725.14 431-180-068 Calvary Chapel San Jacinto C1 397,702 27.39 $2,215.28 $0.00 $0.00 $2,909.29 $3,030.49 $297.74 $8,155.11 C.U.P. No. 5-97 Totals 628,134 43.26 $3,498.83 $0.00 $0.00 $4,594.95 $4,786.39 $12,880.26 The above Assessment Spread does not include the authorization for landscape and irrigation maintenance that is shown on Exhibit "B," Cost Estimate. Assessments utilizing said authorization shall not be used unless Owner fails to adequately maintain landscaping and irrigation facilities in public rights -of -way adjacent to Calvary Chapel property. Current Ownership: Calvary Chapel San Jacinto, a California non-profit corporation Applicant: Same Address: 1450 W. 7th Street San Jacinto, CA 92582 Address: Same C-1 Exhibit "C" STATE OF CALIFORNIA ) COUNTY OF RIVERSIDE) ss CITY OF SAN JACINTO ) RESOLUTION NO. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN JACINTO DECLARING INTENTION TO ANNEX PROPERTY TO LANDSCAPING, LIGHTING AND PARK DISTRICT NO. 2 (LLPD NO. 2), TO LEVY AND COLLECT ASSESSMENTS ON SUCH PROPERTY FOR FISCAL YEAR 2007-08 AND PROVIDING NOTICE OF TIME AND PLACE OF A HEARING ON THE PROPOSED ANNEXATION AND THE PROPOSED ASSESSMENTS, DETERMINING DURATION OF SUCH ASSESSMENTS AND ANNUAL INCREASES IN AMOUNTS THEREOF AND PROVIDING FOR ELECTION THEREON FOR THE PROPERTY (COMMONLY KNOWN AS CALVARY CHAPEL, APNS 431-180-060 AND 431-180-068) (LLPD NO. 2, ANNEXATION NO. 69) WHEREAS, the City Council ("City Council") of the City of San Jacinto ("City") has initiated proceedings for the annexation of certain property to Landscaping, Lighting and Park District No. 2 of the City of San Jacinto ("District"), pursuant to the Landscaping and Lighting Act of 1972, Part 2 (commencing with Section 22500) of Division 15 of the Streets and Highways Code ("Act"), for the installation, operation, maintenance and/or servicing of street lights, traffic signals, graffiti removal, landscaping, drainage facilities and any improvements appurtenant thereto as provided in Section 22525 of the California Streets and Highways Code; and WHEREAS, as ordered by the City Council, GFB - Friedrich and Associates, Inc. has filed with the City Clerk a report regarding the assessments which are proposed to be levied and collected from the owners of assessable property within the District to pay the costs of the installation, operation, maintenance and servicing of street lighting, traffic signals, graffiti removal and improvements appurtenant thereto, and that report has been presented to and considered by the City Council; and WHEREAS, upon the annexation of such property to the District, and to the extent such property is included within Landscaping, Lighting and Park District No. 1 and the assessments levied thereby finance the such improvements provided by the District, it should be detached from Landscaping, Lighting and Park District No. 1. WHEREAS, it is necessary that the City Council adopt a resolution of intention pursuant to Section 22587 of the Streets and Highways Code to, among other things, fix and give notice of the time and place of a public hearing on said report, the proposed annexation of such property to the District and the proposed assessments. NOW, THEREFORE, BE IT RESOLVED, determined and ordered by the City Council of the City of San Jacinto as follows: Page 1 of 6 SECTION 1. Findings. The City Council of the City of San Jacinto finds that: SECTION 2. (a) The foregoing recitals are true and correct; (b) The report of GFB - Friedrich and Associates, Inc. (the "Report") contains all matters required by Sections 22565 through 22574 of the Streets and Highways Code and may, therefore, be approved by the City Council; (c) The assessments, which are proposed to be levied for fiscal year 2007-08 on all parcels of assessable property that are proposed to be annexed to Landscaping, Lighting and Park District No. 2, are based on special benefit conferred upon each such parcel from the payment of the cost of the installation, operation, maintenance and/or servicing of street lighting, traffic signals, graffiti removal, landscaping, drainage facilities and appurtenant improvements; (d) The proportionate special benefit derived by each such parcel has been determined in relationship to the entirety of the capital cost of the installation, operation, maintenance and servicing of street lighting, traffic signals, graffiti removal, landscaping, drainage facilities and appurtenant improvements; and (e) The amount of the assessment which is proposed to be assessed on each such parcel is based upon and will not exceed the reasonable cost of the proportional special benefit conferred on that parcel. Intention. The City Council declares that it intends to annex the property described in Section 4 to the District, to detach such property from Landscaping, Lighting and Park District No. 1, and to levy assessments on all lots and parcels of assessable property which are proposed to be annexed to Landscaping, Lighting and Park District No. 2 of the City of San Jacinto for fiscal year 2007-08 in the amount set forth in the Report. Such assessments will be collected at the same time and in the same manner as county taxes are collected, and all laws providing for the collection and enforcement of county taxes shall apply to the collection and enforcement of the assessments. Page 2 of 6 SECTION 3. Improvements. The Improvements which shall be provided for the property proposed to be annexed to the District by and through the assessments levied annually thereon shall include the following: (a) the installation or construction of public lighting, facilities, including, but not limited to, street lights; (b) the installation or planting of landscaping, including, but not limited to, street trees, parkways, and median islands; (c) the installation or construction of park or recreational facilities; (d) the installation or construction of any facilities which are appurtenant to any improvements listed in (a) through (d) or which are necessary or convenient for the maintenance or servicing thereof including, but not limited to, irrigation, drainage, and electrical facilities; and (e) the maintenance and servicing of any of the foregoing. SECTION 4. Annexation to Assessment District. The distinctive designation of the annexation is "Annexation No. 69 to Landscaping, Lighting and Park District No. 2 of the City of San Jacinto." The property which is proposed to be annexed to the District and which comprises Annexation No. 69 is all the property which is identified by Assessor Parcel Numbers 431-180-060 and 431-180-068. Upon the completion of the annexation proceedings, the property which comprises Annexation No. 69 will be designated as Zone 69 of the District ("Zone 69"). The boundaries of Annexation No. 69 or Zone 69 are further described and shown in the Report. The territory included within Zone 69 is generally located in the City of San Jacinto, County of Riverside. Upon completion of the annexation proceedings, such territory shall be detached from existing Landscaping, Lighting and Park District No. 1. SECTION 5. Report and Assessments. The Report, which is on file with the City Clerk of the City Council, and which has been presented to the City Council at the meeting at which this resolution is adopted, is approved. Reference is made to the Report for a full and detailed description of the Improvements, the boundaries of Annexation No. 69 and the Page 3 of 6 SECTION 6. SECTION 7. SECTION 8. assessments which are proposed to be levied on the assessable lots and parcels of property within Zone 69 for fiscal year 2007-08. Duration of Assessments and Inflation Increases and Election Thereon. The assessments shall be levied on all parcels of assessable property within Annexation No. 69 or Zone 69 of the District, as identified in the Report, so long as the assessments are necessary to finance the Improvements specified in Section 3 and the maintenance and servicing thereof. The assessment amounts contained in the Report shall be subject to an annual adjustment or increase in an amount equal to the percentage increase in the Consumer Price Index — All Urban Consumers for the Los Angeles — Anaheim — Riverside Area; provided however that the amount of the assessment to be levied on any assessable parcel in any fiscal year shall not be increased by more than seven and one—half percent (7.5%), and the amount of the assessment to be levied on any parcel in any fiscal year shall not in any event exceed the actual total cost of the proportional special benefit conferred on that parcel. The assessment ballots, which are to be mailed to the owners of assessable parcels of property in Annexation No. 69 or Zone 69, as provided in Section 8 hereof, shall clearly indicate that the property owners are voting on the duration of and annual increases in the amount of the assessments as specified above. Hearing. The time and place of the hearing required by Section 22587 through 22594 of the Streets and Highways Code concerning the proposed annexation of the property described in Section 4 hereof to the District, the proposed detachment from Landscaping, Lighting and Park District No. 1, and the assessments which are proposed to be levied for fiscal year 2007-08 is set for 7:00 p.m. on July 5, 2007, at the San Jacinto Unified School District Board Room, located at 2045 S. San Jacinto Avenue, San Jacinto, California. Notice of Hearing and Ballots. The City Clerk of the City Council shall mail notice of the proposed annexation and the proposed assessments and of the time and place of the public hearing, as specified in Section 7 hereof, to the record owner of each assessable parcel of property identified in the Report. Such notice shall specify the total amount of the assessment chargeable to all the property within Annexation No. 69 or Zone 69 to Landscaping, Lighting and Park District No. 2, the amount chargeable to each owner's particular Page 4 of 6 parcel, the duration of the assessments, the reason for the assessments and the basis upon which the amount of the proposed assessments was calculated, together with the date, time and location of the public hearing on the proposed assessments as specified in Section 7 hereof. The notice shall include, in a conspicuous place, thereon, a summary of the procedures applicable to the completion, return and tabulation of the assessment ballots, which will accompany the notice and shall include a statement that the existence of a majority protest will result in the assessments not being levied, and that a majority protest will exist if, upon the conclusion of the hearing, ballots submitted in opposition to the assessments exceed the ballots submitted in favor of the assessments. Each such notice mailed to owners of identified parcels within Annexation No. 69 or Zone 69 to Landscaping, Lighting and Park District No. 2 shall contain a ballot which includes the City's address for receipt of any ballot when completed by any owner receiving such notice whereby each such owner may indicate his or her name, reasonable identification of the parcel and support or opposition to the proposed assessments. SECTION 9. That the Mayor shall sign this Resolution and the City Clerk shall attest and certify to the passage and adoption thereof. Page 5 of 6 ADOPTED, SIGNED AND APPROVED this 5th day of July, 2007, by the following vote: Ayes: Nays: Absent: Abstain: ATTEST: Dorothy L. Chouinard, City Clerk APPROVED AS TO FORM: City Attorney, City of San Jacinto Best, Best & Krieger, LLP. City of San Jacinto By: Jim Ayres, Mayor Page 6of6 STATE OF CALIFORNIA ) COUNTY OF RIVERSIDE) ss CITY OF SAN JACINTO ) RESOLUTION NO. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN JACINTO ORDERING THE ANNEXATION OF TERRITORY (COMMONLY KNOWN AS CALVARY CHAPEL, APNS 431-180-060 AND 431-180-068) TO LANDSCAPING, LIGHTING AND PARK DISTRICT NO. 2 (LLPD NO. 2) AND LEVYING ASSESSMENTS FOR FISCAL YEAR 2007-08 (LLPD NO. 2, ANNEXATION NO. 69) WHEREAS, on July 5, 2007, the City Council ("City Council") of the City of San Jacinto ("City") adopted Resolution No. declaring its intention to annex certain territory to Landscaping, Lighting and Park District No. 2 ("Assessment District"), which was designated for purposes of such proceedings as "Annexation No. 69" and "Zone 69," and scheduling a public hearing thereon; and WHEREAS, by Resolution No. , the City Council approved the report of GFB-Friedrich and Associates, Inc., the Engineer of Record ("Report") which contained, among other matters, the proposed assessments to be levied for fiscal year 2007-08 upon assessable lots and parcels of land within the territory which comprises Annexation No. 69 to and Zone 69 of the Assessment District; and WHEREAS, pursuant to Section 53753 of the Government Code, notice of the proposed annexation and the proposed assessments and of the time and place of the public hearing thereon was mailed to the record owner of each parcel of property identified in the Report and further directed that each such mailed notice contain an assessment ballot upon which the property owner could indicate his or her support or opposition to the proposed assessments; and WHEREAS, the City Council has conducted the public hearing with respect to the annexation of the territory proposed to be annexed to the Assessment District and has received a report from the City Clerk regarding the tabulation of the assessment ballots submitted, and not withdrawn, in support of or opposition to the proposed assessments advising that the ballots which were received were voted in favor of the proposed assessments and that a majority protest does not therefore exist; and WHEREAS, by Resolution No. , the City Council determined that upon the annexation of such property to the Assessment District it should be detached from Landscaping, Lighting and Park District No. 1 to the extent the assessments levied thereby finance the same improvements provided for by the Assessment District. NOW, THEREFORE, BE IT RESOLVED, determined and ordered by the City Council of the City of San Jacinto as follows: Page 1 of 5 SECTION 1. Findings. The findings recited in the preceding paragraphs are true and correct. SECTION 2. Assessment District. The Assessment District is Landscaping, Lighting and Park District No. 2 of the City of San Jacinto. The territory which is proposed to be annexed to the Assessment District and which comprises Annexation No. 69 is described in the Report and includes all of the property located within Assessor Parcel Numbers 431-180- 060 and 431-180-068 in the City of San Jacinto, County of Riverside. SECTION 3. SECTION 4. Improvements. The Improvements which shall be provided for the property proposed to be annexed to the District by and through the assessments levied annually thereon shall include the following: (a) the installation or construction of public lighting, facilities, including, but not limited to, street lights; (b) the installation or planting of landscaping, including, but not limited to, street trees, parkways, and median islands; (c) the installation or construction of park or recreational facilities; (d) the installation or construction of any facilities which are appurtenant to any improvements listed in (a) through (d) or which are necessary or convenient for the maintenance or servicing thereof including, but not limited to, irrigation, drainage, and electrical facilities; and (e) the maintenance and servicing of any of the foregoing. Annexation; Designation of Zone; Detachment. The territory comprising Annexation No. 69, as described in Section 2 hereof, is annexed to Landscaping, Lighting and Park District No. 2 of the City of San Jacinto. The diagram of the Assessment District, as modified to include Annexation No. 69 and as contained in the Report, is confirmed. Such annexed territory is designated as Zone 69 of the Assessment District. The territory comprising Annexation No. 69 and Zone 69 of the Assessment District shall be and is detached from Landscaping, Lighting and Park District No. 1 of the City of San Jacinto. Page 2 of 5 SECTION 5. Levy of Assessments; Annual Increases; Duration. The assessments proposed to be levied on the lots and parcels within Zone 69 of the Assessment District for fiscal year 2007-08 in the amounts set forth in the Report and in the assessment ballot mailed to and returned by the owners of the property comprising Annexation No. 69 shall be and are confirmed and levied. Pursuant to Section 6 of Resolution No. , and as specified in such ballot, the annual amount of the assessment to be levied on each parcel of property in Zone 69 of the Assessment District shall be subject to an annual adjustment or increase in an amount equal to the percentage increase in the Consumer Price Index -All Urban Consumers for Los Angeles - Anaheim - Riverside Area; provided, however, that the amount of the assessment to be levied on any parcel in any fiscal year shall not be increased by more than seven and one-half percent (7.5%) and the amount of the assessment to be levied on any parcel in any fiscal year shall not, in any event, exceed the actual total cost of the proportional special benefit conferred on that parcel. The assessments shall be levied annually on assessable lots and parcels of property in Zone 69 so long as the assessments are necessary to finance the cost of the operation, maintenance and servicing of the improvements specified in Section 3 within and for Zone 69. SECTION 6. Filing With the County Auditor. The City Clerk shall cause the diagram and assessment as confirmed and levied hereby to be filed with the County Auditor of the County of Riverside as required by Section 22641 of the Streets and Highways Code. SECTION 7. That the Mayor shall sign this Resolution and the City Clerk shall attest and certify to the passage and adoption thereof. Page 3 of 5 ADOPTED, SIGNED AND APPROVED this 5th day of July, 2007, by the following vote: Ayes: Nays: Absent: Abstain: ATTEST: Dorothy L. Chouinard, City Clerk APPROVED AS TO FORM: City Attorney, City of San Jacinto Best, Best & Krieger, LLP. City of San Jacinto By: Jim Ayres, Mayor Page 4 of 5 Certificate of Election Official and Statement of Votes Cast STATE OF CALIFORNIA ) COUNTY OF RIVERSIDE ) ss. CITY OF SAN JACINTO ) The undersigned, ELECTION OFFICIAL OF THE CITY OF SAN JACINTO, COUNTY OF RIVERSIDE, STATE OF CALIFORNIA, DOES HEREBY CERTIFY that pursuant to the provisions of Section 53326 of the Government Code and Division 12, commencing with Section 17000 of the Elections Code of the State of California, I did canvass the returns of the votes cast at the CITY OF SAN JACINTO LANDSCAPING, LIGHTING AND PARK DISTRICT NO. 2 SPECIAL ELECTION ANNEXATION NO. 69 in the City, held on July 5, 2007. I FURTHER CERTIFY that this Statement of Votes Cast shows the whole number of votes cast in the area proposed to be annexed to Landscaping, Lighting and Park District No. 2 of the City of San Jacinto for or against the Measure are full, true and correct. VOTES CAST ON PROPOSITION 1: WITNESS my hand this day of July, 2007 YES NO Dorothy L. Chouinard, City Clerk City of San Jacinto Page 5 of 5 HE I PRESS- ENTERPRISE CLASSIFIED ADVERTISING Printed by: Lombera, Alma at: 3:56 pm on: Friday, Jun 22, 2007 Account Information Phone #: (951) 487-7330 Name SAN JACINTO, CITY OF Address:[ P 0 BOX 488 SAN JACINTO CA Acct # ` 103537 Client:'. Placed by: SANDY McKAY Fax #: (951) 487-6779 Classification:Legals Publications:: Hemet -San Jacinto Zone Internet 92583 Ad Information ' ` maxshaae J. ' "%a'2 Start date: 06-23-07 Stop date: 06-23-07 Insertions:, 2 Rate code:: LE -City Ad type! Ad Liner Taken by:;: Lombera, Alma Size:; 2x104.470 Bill size: 209.00x 5.14 agate lines Amount due; s... Ad #: 8618966 Ad Copy: ("lel 474 W. Esplanade Ave. �✓ San Jacinto, CA 92583 951-763-3413 951-763-3410 Fax NOTICE OF HEARING ON ANNEXATION OF PROPERTY TO LANDSCAPING, LIGHTING AND PARK DISTRICT NO, 2 OF THE CITY OF SAN JACINTO (ANNEXATION NO. 69) AND ASSESSMENTS PROPOSED TO BE LEVIED ON THAT PROPERTY FOR FISCAL YEAR 2007.08 NOTICE IS HEREBY GIVEN thotthe public hearing sched- uled for at7;00 o'clock p,m. on Julys, 2007 regarding a public hearing for the annexation of certain property, generally located on the South of 7th Street between Lyon Avenue and Palm Av- enue in the City of San Jacinto, County of Riverside, to Land- scaping, Lighting and Park District No. 2 ("District') as Annex- ation No. 69 which, if annexed, will become Zone 69 of the District, and the assessments which are proposed to be levied on parcels of properly in Zone 69 for fiscal year 2007.08 has been continued to 7;00 o'clock p.m, on July 5, 2007 in the San Jacinto Unified School District Board Room at 2046 South San Jacinto Avenue, San Jacinto, California, the City Council of the City of San Jacinto Mite). According to the Ci s records you are the record owner of a parcel or parcels of property within Zone 69 which is or are subject to the levy of the proposed as- sessments. The total amount of the assessments which are proposed 9 s $17,3be 47 The d for amounntt of the2annuni assessment which is proposed to be levied on each parcel In Zone 69 Is as follows: Tract Number Annual Assessment Amount Per Parcel 431.180.060 $ 6,374.95 431-180-068 $ 11,00232 The ossessments are proposed to be levied to pay the annual cost of the installation, operation, mainlenonce and servicing of street lighting; traffic signals; parkway and park/open space landscaping; padr facilities; and drainage facilities (pipe, catch basins, Iundion strudures, and connections to flood control channel). Also included is graffiti removal, and any other ap- purtenant improvements ('improvements') in the District. The total amount of the assessments which are proposed to be levied on parcels of property in Zone 69 is equal to the amount of the estimated annual cost of the installation, opera- tion, maintenance and servicing of the Improvements within Zone 69 for the 2007.08 fiscal year. The amount of the assess- ment which is proposed to be levied on each parcel in Zone 69 was calculated on the basis of the proportionate special benefit derived by the parcel in relationship to the entirety of the costs that are related to the installation, operation, maintenance and servicing of the Improvements for said fiscal year and was de- termined by dividing the estimated onnuol cost by the number of units of benefit within Zone 69. The assessments will be lev- ied on all parcels within Zone 69 so long as such assessments are necessary to pay the ennui' cast of the installation, opera- tion, maintenance end servicing of the Improvements in Zone 69. The City Council has determined that the amount of the as- sessment which will be levied per parcel for each parcel in Zone 69 in future fiscal years may be increased by the percentage increase in the Consumer Price Index - All Urban Consumers far the Los Angeles -Anaheim -Riverside Area provided that the amount of the assessment is nat increased by more fhan seven and one-half percent (7''A%) in any fiscal year and provided 'hot the amount of the assessment to be levied on any parcel in any fiscal year shall not in any event exceed the reasonable costs of the proportional special benefit conferred on the par- cel, Property owners who vote Assessment Ballots in support of the levy of the proposed assessment wilt also be voting in assess- ments the such rin f�e fiscal yeansual amount of assess - Al the conclusion of the public hearing, the City Clerk will tabulate the assessment ballots submitted, and not withdrawn, in support of or apposition to the levy of the proposed assess- ments. A molority protest will exist if the assessment ballots submitted, and not withdrawn, in opposition to the levy of the proposed assessments exceed the assessment ballots submit- ted and not withdrawn, in favor of the levy of the proposed as- sessments, weighting those assessment ballots by the amount of the proposed assessment to be imposed upon the identified parcel for which each assessment hello! is submitted. If there is o majority protest against the levy of the proposed assess- ments, the property will not be annexed to the District and the City Council will not levy the proposed assessments on parcels of property within the District, DATED: June 25, 2007 /s/ Dorothy Chouinard City Clerk City of Son Jacinto 6/23 Z00/T00II --- Page 1 ••- CI$IJISSFr'I3 3d S3h13H 0Tb££9LTS6 XFr3 00 ;61 I33 L_007./77/9(I June 19, 2007 June 20, 2007 Historic Preservation Subcommittee Meeting 6:00 pm June 20, 2007 Regular Meeting Staff Comments Meeting moved from 21st to 20` Business Spotlight x 2? House of Portraits Recipient: Greg Adams Roll to 8/2/07 7.0 AD 87-1 Tender Agreements Bernie RDA two applications for the Downtown Facade Program. Steven Ck with Jeff & continue to roll Vesting Tract Map 28224 Determination of Interface with EMWD Easement Jeff Cont'd from 1-4 / applicant's request Line E and/or Drainage Master Plan - Osborne Property Habib Not ready will be rolled to unknown date T Traffic Study on Idyllwild - report per traffic engineer Habib S Slope work - Soboba Spgs Mike & Bernie July 5, 2007 Regular Meeting Staff Comments /City Manager's Report Intro Robert's new boss - CalFire Chief Duane Chamlee Robert -"Appointment of new auditor Bernie ,. VSpI Dist Acc't - approval job description Bernie rated(( 1 Park naming - Haugen Tim 3. Acquire property @ 6th & SJ Ave Jeff - -Equipment purchase & lease financing Bernie & Mike . Sewer rate increase Bernie Rolled to 19th Estudillo Mansion Water Conservation Garden Contract - Bid Steven „,?') , G 19th Scavenger Ord Jeff & Kevin -- Declare surplus RDA bond money & fix slopes at Soboba Mike / Bernie \,, Bid award - sidewalks Habib Bid opening 7-2 2:00 pm ( Bath well - approve bid & specs & authorize to advertise Mike S Sheriffs contract amendment to approve new positions Kevin Pro July 7th 75th Anniversary of Russian Landing Event planned for 21st - PW is the lead WorkCentre 7132 Transrnissjon Report G3 I Di Local Logo Name Document has been sent. Document Size S. 5X11"SEE TRE PRESS -ENTERPRISE • HEMET - SAN JACINTO PUBLIC NOTICE/ CLASSIFIED ADVERTISING 474 w. Esplanade, San Jacinto, CA 92583 • (951)763-34110 FAX (951) 763.3410 TO! DOROTHY CHOUINARD COMPANY: ORYOFSANJACM0 FAX NUMBER: 654-8021 DATE 6/21/07 FROM: Alma Lamborn DEPARTMENT: Public Notices / ObituarY VOICE PHONE: (951) 763-3411 FAX 1951) 7E3-3410 RE: ANNEXATIONS da 7.1 TOTAL PAGES INCLUDING COVER: DURGENT N FDR REVIEW 0 PLEASE COMMENT DPI PagE REPLY II you do not receive all pages, or If any are unclear, please call the number above and ask for re -transmission. PUBLIC NOTICE DEADLINES: 10:30 a.m., 2 business days prior to publication date. NOTES/COMMENTS: pioiaka f?) teirOVI 14,00; co /to P81 Date/Time:06/22/2007;07:17AM PageLast Page) agrandaTD ad aasna tanEddIdd mfd 5001 flax LODE/Id/50 Total Pages Scanned: 3 Total Pages Sent No. Doc. Remote Station Start Time 3 Duration Pages MaO z Contents Status 1 13.6 5376285 16AM 2 SG3 CP Note: RE: Resend MB: Send to Mailbox PG: Polling RB: Relay Broadcast SA: Send Again EH: Engaged BC: Broadcast RS: Relay Send AS: Auto Send MP: Multi Polling BF: Box Fax Forward TM: Terminated RV: Remote Service CP: Completed THE PRESS -ENTERPRISE • HEMET - SAN JACINTO PUBLIC NOTICE / CLASSIFIED ADVERTISING 474 w. Esplanade, San Jacinto, CA 92583 • (951) 763-34110 FAX (951) 763-3410 TO: DOROTHY CHOUINARD COMPANY: CITY OF SAN JACINTO FAX NUMBER: 654-8021 DATE: 6/21/07 FROM: Alma Lombera DEPARTMENT: Public Notices / Obituary VOICE PHONE: (951) 763-3411 FAX: (951) 763-3410 RE: ANNEXATIONS 69 & 74 TOTAL PAGES INCLUDING COVER: 3 IDURGENT 111 FOR REVIEW D PLEASE COMMENT El PLEASE REPLY If you do not receive all pages, or if any are unclear, please call the number above and ask for re -transmission. PUBLIC NOTICE DEADLINES: 10:30 a.m., 2 business days prior to publication date. NOTES/COMMENTS: E 0 0 / 0 021 GEIdISSW13 Ed IHNEH OTVEE9LTS6 XV3 TV;ST nHI Looz/Tz/90 u HE ADVERTISING '=PRESS—�Pnnted by: Lornbera, Alma ! ENTERPRISE 1 at: 12:35 pm on: Thursday, Jun 21, 2007 CLASSIFIED Account Information Phone #:' (951) 487-7330 Name:; SAN JACINTO, CITY OF Address:. P 0 BOX 488 SAN JACINTO CA Acct #:, 103537 Client:' Placed by'; SANDY McKAY Fax #:: (951) 487-6779 Ad Information li+ Classification:, Legals Publications:' Hemet -San Jacinto Zone Internet Start date 06-23-07 Stop date: 06-23.07 Insertions: 2 Rate code: ` LE -City Ad type:, Ad Liner Taken by, Lombera, Alma Size: 2x104.470 Bill size: 209.00x 5,14 agate lines Amount due,' $118.95 .11 92583 rsJJr Ad #: 8618966 Ad Copy: NOTICE OF HEARING ON ANNEXATION OF PROPERTY TO LANDSCAPING, LIGHTING AND PARK DISTRICT NO.2 OF THE CITY OF SAN JACINTO (ANNEXATION NO. 69) AND ASSESSMENTS PROPOSED TO BE LEVIED ON THAT PROPERTY FOR FISCAL YEAR 2007-08 NOTICE IS HEREBY GIVEN that thepublic hearing sched- 1. uled for at 7:00 o'clock p.m. on June 21, 2007 regarding a public hearing for the annexation of certain property, generofy located on the South of 7th Street between Lyon Avenue and Palm Av- r enue in the City of San Jacinto, County of Riverside, to Land- scaping, Lighting and Pork District No. 2 ("District-) as Annex- ation No. 69 which, if annexed, will became Zone 69 of the District, and the ossessments which are proposed to be levied an parcels of property in Zone 69 for fiscal year 2007-08 has been continued to 7:00 o'clock p.m. on July 5, 2007 in the San Jacinto Unified School District Board Room a12046 South San Jacinto Avenue San Jacinto, California, the C'dy Council of the City of San Jacinto ("City"), According to the City's records you are the record owner of a parcel or parcels of property within K Zone 69 which Is or are subject to the levy of the proposed as- sessments, The total amount of the assessments which ore proposed to be levied far fiscal year 2007.08 an parcels in Zone 69 is $ 17,377,47. The omount of the annual assessment which is proposed to be levied an each parcel in Zone 69 is as follows: Trail Number Annual Assessment Amount Per Parcel 431.180.060 3 6,374.95 431-180.068 $11,002.52 The assessments are proposed to be levied to pay the annual cost of the instellaI an, operation, maintenance and servicing of street lighting; traffic. signals; parkway and park/open space land soling;park facilities; and drainage facilities (pipe, catch basins,unction structures, and connections la flood control chann, Also included is graffiti removal, and any other ap- purtenant improvements ("Improvements") in the District. The total amount of the assessments which are proposed to be levied an parcels of property in Zone 69 is equal to the amount of the estimated annual cost of the Installahon, opera- tion, maintenance and servicing of the Improvements within Zone 69 for the 2007.08 fiscal year. The amount of the assess- ment which is proposed la be levied on each parcel in Zone 69 was calculated on the basis of the proportionate special benefit derived by the parcel in relationship to the entirety af the casts that are related to the installation, operation, maintenance and servicing of the Improvements for said fiscol year and was de- termined by dividing the estimated annual cost by the number of units of benefit wdntn Zane 69. The assessments will be lev- ied on all parcels within Zone 69 so long as such assessments are necessary to pay the annual cost af the installation, opera. Lion, maintenance and servicing of the Improvements in Zone 69, The City Council has determined that the amount of the as- sessment which will be levied pe r parcel far each parcel in Zone 69 In future fiscal years may be increased by the percentage increase In the Consumer Pnce Index • Al Urban Consumers for the Los Angeles -Anaheim -Riverside Area provided that the amount of the assessment is not increased by more than seven and ane-hoR percent (71h%) in any fiscal year and provided Thal the amount of the assessment to be levied an any parcel in any fiscal year shall not in any event exceed the reasonable cosh of the proportional special benefit conferred an the par- cel. Property owners who vote Assessment Ballots in support of the levy of the proposed assessment will also be voting in support of such an increose in the annual amount of assess- ments to be levied in future fiscal years, At the conclusion af the public hearing, the City Clerk will tabulate the assessment ballots submitted, and not withdrawn, in support of or opposition to the levy of the proposed assess- ments. A malanty protest will exist if the assessment ballots submitted, and not withdrawn, in opposition to the levy of the praposed assessments exceed the assessment ballots submit- ted, and not withdrawn, in favor of the levy of the proposed as- sessments, weighting those assessment ballots by the amount of the proposedassessmentto be imposed upon the identified parcel for which each assessment ballot is submitted, If there is a ma onty protest against the levy of the proposed assess- ments, the property will not be annexed to the District and the City Cauncil will not levy the proposed assessments an parcels of property within the District. DATED: June 25, 2007 /s/ Dorothy Chouinard City Clerk City of San Jacinto 6/23 474 W, Esplanade Ave, San Jacinto, CA 92583 951-763-3413 951-763-3410 Fax E00/Z000 --- Page 1 --- aaI3155K'i3 as I N2H OTt7EE9LTS6 XV3 TD:ST nu' LOOZ/TZ/90 • 1 HE PRESS - ENTERPRISE CLASSIFIED ADVERTISING Printed by: Lombera, Alma at: 12:29 pm on: Thursday, Jun 21, 2007 Account Information .x s Phone #:i (951) 487-7330 Name:SAN JACINTO, CITY OF Address: P 0 BOX 488 SAN JACINTO CA Acct #:'' 103537 Client? Placed by: SANDY McKAY Fax #: (951) 487-6779 Ad Information Classification: Legais Publications: Hemet -San Jacinto Zone Internet Start date: 06-23-07 Stop date:: 06-23-07 Insertions:, 2 Rate code LE -City Ad type:? Ad Liner Taken by Lombera, Alma Size ` 2x101.950 Bill size: 204,00x 5.14 agate lines Amount due: $116'.20- 92583 ttA24 �'S'Ai'. Ad #: 8618965 Ad Copy: G ON ANNEXATION OOF F PROPERTY TO LANDSCAPING, LIGHTING AND PARK DISTRICT NO, 2 OF THE CITY OF SAN JACINTO (ANNEXATION NO. 74) AND ASSESSMENTS PROPOSED TO BE LEVIED ON THAT PROPERTY FOR FISCAL YEAR 2007.08 NOTICE IS HEREBY GIVEN that al 7:00 o'clock p.m. on June 21, 2007 in the San Jacinto Unified School District Board Room at 2046 South San Jacinto Avenue, San Jacinto, Califor- nia, the City Council of the City of San Jacinto ("Gty) will con- duct a public yyhearing regarding the annexation of certain prop- ' Ramona Boulevard located dthe the of San Jacintof ,County of River- side, to Landscaping, Lighting and Park District No. 2 ("District") as Annexation No. 74 which, if annexed, will become Zone 74 of the District and the ossessments which are pro- posed to be levied an parcels of properly In Zone 74 for fiscal year2007.08, According to the City's records you are the record owner of a parcel ar parcels of property within Zone 74 which is orate sub'edto the levy of the proposed assessments. The total amount of the assessments which are proposedta be levied for fiscal year 2007.08 on porcels in Zane 74 is $ 6,742.16. The amount of the annual assessment which is proposed to he lev- ied on each parcel in Zone 74 is as follows: Tract Number/APN Annual Assessment Amount Per Parcel 34643 (434-070.038) $ 6,742.16 The assessments are proposed to be levied to pay the annual cast af the installation, operation, maintenance and serving of street lighting; traffic signals; parkway and park/open space landscaping; park facilities; and drainage facilities (pipe, catch r: basins, (!unction structures, and connections to flood control channel), Also included is graffiti removal and any other ap- purtenant improvements ("Improvements') in the District. The total amount of the assessments which are proposed to be levied on parcels of property in Zone 74 Is equal to the amount of the estimated annual cost of the Installation, opera lion, maintenance and servicing of the Improvements within Zone 74 for the 2007-08 fiscal year. The amount of the assess- ment which Is proposed to be levied on each parcel in Zone 74 was calculated on the basis of the proportionate special benefit derived by the parcel in relationship to the entirety of the costs that are related to the Installation, operation, maintenance and servicing of the Improvements for sad fiscal year and was de- termined by dividing the estimated annual cost by the number of units af benefit within Zane 74. The assessments will be lev- ied on all parcels within Zone 74 so Iona as such assessments are necessary to pay the annual cost of the Installat on, apera- s. Lion, maintenance and servicing of the Improvements in Zone 74. The City Council has determined that the amount of the as- sessment which will be levied per parcel for each parcel in Zone 74 in future fiscal years moy he increased by the percentage i increase In the Consumer Price Index • All Urban Consumers for the Los Angeles-Anaheim-RIverside Area provided that the amount of the assessment is not Increased by more than seven and one-half percent (7'/%) in any fiscal year and provided that the amount of the assessment to be levied on any parcel in any fiscal year shall not in any event exceed the reasonable costs of the proportional special benefit conferred on the par- cel, Property owners who vote Assessment Ballots in support of the levy of the proposed assessment will also be voting in support of such an increase in the annual amount of assess- ments to be levied in future fiscal years, Al the conclusion of the public heating, the City Clerk will tabulate the assessment ballats submitted, and not withdrawn, in support of or apposition to the levy of the proposed assess- ments. A majority protest wilt exist if the assessment ballots submitted, and not withdrawn, in opposition to the levy of the proposed assessments exceed the assessment ballots submit- ted, and not withdrawn, in favor af the levy of the proposed as- sessments, weighting those assessment ballots by the amount of the proposedassessmentto be imposed upon the identified parcel for which each assessment ballot Is submitted. If there is a majority protest against the levy of the proposed assess- ments, the property will not be annexed to the District and the City Council will not levy the proposed ossessments on parcels of property within the District, DATED: June 5, 2007 /s/ Dorothy Chauinord City Clerk City of San Jacinto 6/23 474 W. Esplanade Ave. San Jacinto, CA 92583 951-763-3413 951-763-3410 Fax E00/EO0Z --• Page 1 -•- C(HIdI55FPID Ed SENSE OT'EE9LTS6 XV3 TV;ST [)HI LOOZ/TZ/90 2007 Downtown San Jacinto Sidewalk Project Summary of Bid Results Bids opened on July 2, 2007. Seven bids received. Low bid from Landmark Site Contractors. Landmark previously worked in San Jacinto on construction of the Soboba Road Mud Interceptor last fall. Fiscal Impact Available funding: • CDBG funds, $488,000 • SB 821 funds, $65,000 Total funding = $553,000 Project allocation • Low Bid: $470,000 • 17% contingency & soft costs: $80,000 Total budget allocation = $550,000 Schedule Mandatory Start of Construction: August 1, 2007* Contract Duration: 90 days Mandatory Completion: October 30, 2007 *Work may begin sooner, depending on contractor availability 2007 DOWNTOWN SIDEWALK BID RESULTS JULY 2, 2007 - 3PM Bidder Name Bid Amount Bond Southland Construction $661,200.00 Yes Portsmouth Construction, Inc. $584,755.50 Yes S. Parker Engineering, Inc. $563,158.00 Yes Grand Pacific Contractors, Inc. $619,800.00 Yes EBS Inc $569,569.00 Yes Landmark Site Contractors $470,074.00 Yes Low Bidder C.S. Legacy Construction, Inc. $506,105.00 Yes TO: FROM: SUBJECT: DATE: REQUEST FOR PROPOSAL ALL INTERESTED PARTIES Bernie Simon, Finance Director City of San Jacinto REQUEST FOR PROPOSAL — Auditing Services May 1, 2007 The City of San Jacinto, California, is accepting proposals from accounting firms for Auditing Services. Interested parties should submit three (3) unbound copies of their proposal and bids no later than 5:00 p.m., Friday May 25, 2007 to: City of San Jacinto Finance Depai liuent 322 E. Main Street San Jacinto, CA 92583 Attn: Bernie Simon, Finance Director Questions about this Request for Proposal should be directed to Bernie Simon, Finance Director, at (951) 487-7340, Fax (951) 537-6384 or bsimon@sanjacintoca.us 1 INTRODUCTION The City of San Jacinto, in Riverside County, is a general law city organized in accordance with the Council -City Manager form of government. The City has a population of 35,000. The city has approximately 70 employees and primarily contracts out for most city services. The city has a general fund budget operating and capital budget of approximately $18 Million and an overall budget of about $60 Million. The City is organized into the departments of City Manager, City Clerk, Community Development, Finance, Public Works, City Attorney, City Engineer, Police, and Fire. The city is changing from a semi -rural area to a suburban community to the Riverside -San Bernardino, San Diego and Palm Springs area. Due to the lack of sales tax revenue, the city has used assessment districts and community facilities districts to pay for additional services caused by the growth in population. The city has two 1972 Act landscaping maintenance districts which are divided into zones. Lighting, Landscaping Park District #1 (LLPD#1) and Lighting, Landscaping Park District #2 (LLPD#2). LLPD#1 is a pre -proposition 218 district which has no cost escalator and has approximately five special benefit zones. The assessment is approximately $650,000. The cost to maintain services exceeds the assessment revenue at this time. LLPD#2 is a post -proposition 218 district which has a CPI cost escalator. Generally all new development after October 2002 is conditioned to join LLPD#2 to obtain a final map or in the case of commercial development, a certificate of occupancy. There are currently seventy zones in LLPD#2 with additional zones being constantly annexed into the district. The assessment is approximately $4.4 million. Approximately twenty-five zones have been accepted at this time but many zones are about to be accepted shortly. The City created Assessment District 2003-1 — Road Maintenance District under the Benefit Assessment Act of 1982. Generally, all new development tracts are conditioned to join AD 2003- 1 since approximately October 2003. There are currently thirty zones in AD 2003-1 with additional zones being constantly annexed into the district. The assessment is currently $30,000 because only one zone has been accepted at this time but many zones are about to be accepted shortly. LLPD#1, LLPD#2, and AD 2003-1 are maintained by the Public Works Departments using contracted services and force labor. Public Works does not have an electronic work order system, but does keep manual tracking and maintenance schedules. Public Works is comprised of the divisions of Water and Sewer, Parks, Streets and Public Works Administration. 2 LLPD#1, LLPD#2, and AD 2003-1 are accounted for by Finance and Special Districts. The city uses an outside contractor for the annual tax roll levy and residential inquiry. Each separate zone of benefit is accounted for as a separate fund. The city accounting system software is Sungard-H.T.E. of Lake Mary, Florida. Current modules include general ledger and payroll. The work order and windows version of the accounting software have been purchases but have not yet been installed. The software operates on an IBM AS400 model 9406. The city expects to convert to the "Windows" version of H.T.E. as soon as the work order system is installed and usable but not yet live. The City's computer systems are not integrated. Building/Planning and Code Enforcement use a different software application. City of San Jacinto / Redevelopment Agency of San Jacinto Request for Proposal for Audit Services PART 1. Service Requirements: Financial Audit City Comprehensive Financial Statements RDA Financial Statements RDA Compliance Audit Single Audit, if required State Controllers' Report of Financial Transactions TASIN Audit Management letter Submit by closing date: 1. List of Governmental clients, scope of services rendered and the dates of service. (Please list redevelopment agencies separate, if any) 2. List of references; client names; naive and phone number of person to contact. 3. Finn resume including: a) Biographies of Partners, managers and key staff members who would be assigned to the audit; focus should be on experience in municipal government and governmental entities. b) Knowledge of Federal and State Grants. c) Knowledge in automated data processing auditing. d) Knowledge in redevelopment agency compliance auditing. e) Knowledge in bond financing. f) Knowledge in cost allocation programs. g) Knowledge and expertise in governmental fund accounting. 3 4. A proposed "Not to Exceed" Fees for all services requested and proposed, with a detailed itemization of the number of hours to be spent and an anticipated distribution of those hours among all levels of staff. The calculation must support the fee proposed. A separate Fee proposal should be submitted for the City and RDA. The proposed fee should include at least ten hours of non -billable consulting time that may be used by the City in any year, if needed. The fee should be for itemized for five years beginning with fiscal year 2006-2007. The contract is renewable annually at the option of the City of San Jacinto. 5. A schedule of hourly rates for all staff levels. 6. An entire copy of latest Peer Review evaluation (not just the opinion page). 7. Proposals must be submitted in triplicate, (one must be unbounded). Firm Requirements: 1. Finn must be at member of the American Institute of Public Accountants and should be a member of the California Society of Public Accountants and hold a current license to practice public accounting in the State of California. 2. Finn must be enrolled in the Peer Review Program. Finn must indicate if it is a PCPS member. 3. Finn must make all Peer Review files and any accompanying recommendation letters available for inspection. 4. All owner(s), Partners, Principals must not be under any sanctions or limitations of public accounting practice by the California Society of Public Accountants, American Institute of Public Accountants, SEC, and the California Board of Accountancy. Finn must disclose any current pending complaints, pending sanctions or investigations currently in progress against the film or any partners, principals or owners. 5. Assist City of San Jacinto and the Redevelopment Agency of San Jacinto to insure compliance with the Single Audit Act of 1999, OMB Circular A-128 and OMB Circular A-133. 6. Provide City and RDA with thirty-five copies of all reports and a digital PDF copy of all reports produced. Auditor understands and acknowledges that the PDF copy of the City and RDA Annual Financial Statements will be posted on the DAC website. 7. Audit must be conducted and documented in accordance with Generally Accepted Auditing Standards (GAAS) to support an unqualified opinion. 4 8. All financial statements must be presented, in a form that meets all statements, standards, interpretations of the Governmental Accounting Standards Board (GASB), the Financial Accounting Standards Board (FASB) and any other authoritative statements, standards, interpretations, and in conformity with Generally Accepted Accounting Principles (GAAP). 9. Required time restrictions for annual completion of audit and required reports: a. Preaudit examination, internal control, and test of transactions April - June 30. b. Preliminary audit reports due October 1 - October 31. c. Final reports due December 1 - 15. II. TERMS OF ENGAGEMENT An itemized cost analysis shall be submitted for the amount of time anticipated for the Principal and his/her staff. The contractor should submit on a "not to exceed" basis. However, a quote of hourly fees based on an estimated plan of work is required. The cost estimate shall be inclusive of labor, travel, report preparation, printing, and all other expense incurred. Fees for services may be billed as the work progresses, but not more often than once a month. An hourly distribution of work is required for payment. City will execute a standard engagement agreement as is customary. PART 2. I. PROPOSAL EVALUATION CRITERIA The following evaluation criteria will be used to qualify all proposals submitted as being eligible for consideration: A. Experience. The firm and the contractor's recent experience (within the last five years). B. Plan of Work. The firru must submit a proposed implementation plan of work that covers all aspects of the scope of work. C. Education. The qualifications of personnel (including resumes) who will be actually working on and coordinating the project. D. References. The firru's general experience and reputation in the local government auditing/accounting field, computer hardware/software systems and other experience. E. Price. Provide a price breakdown for each of the functions and reports the contractor proposes to perfonn. The cost should be enclosed in a separate sealed envelope, which will be opened only after the proposals have been ranked in order of merit. F. Indemnification. Contractor has the professional skills necessary to perform the work agreed to be perfonned. The Contractor shall indemnify the City of San Jacinto and its agents from any personal injury, property damage, violation of any law or ordinance or other cause in connection with the activities of Contractor and/or its agents. 5 G. Insurance. The Contractor shall provide the City of San Jacinto with proof of Worker's Compensation Insurance and Employer's Casualty and Liability Insurance with limits not less than one million dollars. Contractor must also possess Auto Insurance with acceptable levels to the City. Low-cost insurance may be obtainable through the city's risk management pool (PERMA) to cover only this project to achieve the $1 Million limits. NON-DISCRIMINATION CLAUSE During the performance of this agreement, the recipient, Contractor, and it's subcontractors shall not deny the agreement's benefits to any person on the basis of religion, color, ethnic group identification, sex, age, sexual orientation, physical or mental disability, nor shall they discriminate unlawfully against any employee or applicant for employment because of race, religion, color, national origin, ancestry, sexual orientation, physical or mental disability, medical condition, martial status, age or sex. Contractor shall insure that evaluation and treatment of employees and applicants for employment are free of such discrimination. II. ADDITIONAL PROVISIONS The Contractor agrees that they are an independent contractor and that its officers and employees do not become employees of the City nor are they entitled to any employee benefits as a result of the execution of this agreement. The Contractor shall indemnify the City, its officers and employees against liability for injury or damage caused by any negligent act or omission of any of its employees or volunteers or agents in the performance of this agreement and shall hold the City harmless for any loss occasioned as a result of the performance of this contract by Contractor. The Contractor may not assign or transfer this agreement, any interest therein or claim thereunder without the prior written approval of the City. The City may terminate this agreement at any time by giving the Contractor not less than thirty (30) days prior written notice of such termination. The City reserves the right to reject any and all proposals submitted. Award of the contract will based on evaluation of all responses and criteria, which is determined to be the best qualified. III. PROPOSAL FORMAT All firms shall submit three (3) unbound copies of their proposal in the following order: A. Title Page. Show the proposal subject, the naive of the firm, local address, telephone number, name of the contact person, and date of the proposal. B. Introduction. Introduce your firm. Provide a short profile of the firm and staffing levels. Indicate the persons who will be authorized to make representations for and to bind the firm 6 including their titles, mailing addresses, e-mail addresses and telephone numbers. Indicate your firm's representative clients and any other pertinent information. C. Proposal Evaluation Criteria. Explain fully your firm's ability to perfoiiii the work stated in Part 1, Section I in the fonnti of an itemized Work Plan. Do not indicate costs on the Work Plan or any cover letter. The related costs should be itemized on the Bid Sheet. D. Employee Profiles. Provide a profile of all principals and supervisors to be involved in the project. E. Bid Sheet. To be placed in a separately sealed envelope that shall be opened after ranking has occurred. The cost of each engagement component should be listed separately. Also included should be the hourly rate for all services. F. Proposal Deadlines. Submitted by 5:00 p.m., Friday, May 25th 2007, to the City of San Jacinto, Finance Department, 322 East Main Street, San Jacinto, CA 92583. G. Any other items mentioned above in Film and Service Requirements. 7 Vavrinek. Trine, Day & Co., LLP Partner Contact — Kevin T. Pulliam (909) 466-4410 Fax (909) 466-4431 Email: kpulliam@vtdcpa.com 8270 Aspen Street Rancho Cucamonga, CA 91730 May 25, 2007 Table of Contents 1 Table of Contents A: Letter of Transmittal B: Firm Qualifications and Experience C: Summary of Qualifications D: Similar Engagements with Other Government Entities E: Specific Audit Approach Appendices Peer Review Information Resumes 3 6 16 21 25 38 2 Section A Letter of Transmittal 3 Letter of Transmittal May 25, 2007 Mr. Bernie Simon, Finance Director City of San Jacinto 322 E. Main Street San Jacinto, CA 92583 Dear Mr. Simon: We are pleased to respond to the Request for Proposal to provide audit services for the City of San Jacinto. We have addressed each of the specifications, as included in your Request for Proposal. We feel that Vavrinek, Trine, Day & Co., LLP is the best selection for the City of San Jacinto. This proposal demonstrates our capability and commitment to serve. Vavrinek, Trine, Day & Co., LLP provides governmental auditing services to over 300 governmental agencies. We currently provide auditing services to cities and counties throughout California, including, but not limited to the City of Palmdale, the City of Glendale, the County of San Bernardino and the County of Riverside. We understand the requirements, as described in the Request for Proposal, and understand that the City desires a timely audit conducted in a professional manner. Vavrinek, Trine, Day & Co., LLP has devoted a substantial amount of time and resources developing our governmental practice. Our governmental clients are provided with efficient and timely audits. Our expertise in this industry has positioned us to be one of the leading firms in governmental auditing throughout California. Vavrinek, Trine, Day & Co., LLP places within the top three California based CPA firms. We employ over 200 individuals and currently have five offices located throughout California. Our offices are located in Rancho Cucamonga (company headquarters), Pleasanton, Palo Alto, Fresno, and Laguna Niguel. Our staff in the Rancho Cucamonga Office will have the responsibility in servicing the City of San Jacinto. 4 Letter of Transmittal Our staff, who will be assigned to the City's audit, are experienced governmental professionals that have managed City audits similar to the City of San Jacinto. Each of our staff bring experience that allows for a new outlook to the audit with innovative suggestions to improve quality and efficiency. We believe that our references will show that we are the best selection for the City. The choice of an audit firm should be primarily based upon staff. We have an extremely low percentage of employee turnover and we are confident that we will provide the City with consistent staff over the contract period. Vavrinek, Trine, Day & Co, LLP is an Equal Opportunity Employer. We understand that the City of San Jacinto requires a timely audit. We understand the requirements of the RFP and commit to the timely issuance of the financial statements. Partner and Manager involvement is the key to the audits success. Your partner and manager in charge of the engagement will spend time at the City to ensure communication lines remain open, to ensure that there is an ongoing consistency of staff, and to ensure that the City's needs are met. We hope that as you read through this proposal, you recognize the philosophy of our firm which is to provide each of our clients with exceptional service, experienced staff, and an audit approach that will fit your needs. Our dedication to quality, professional standards and service are unmatched in the industry. Thank you for providing us the opportunity to present our proposal. Should you have any questions, please feel free to call Kevin T. Pulliam, Partner at (909) 466-4410, email at s_xE li ,rk( } r {� mi, rt r,, and our mailing address as specified on the cover page. Very truly yours, Vavrinek, Trine, Day & Co., LLP Kevin T. Pulliam Partner 5 Section B Firm Qualifications and Experience 6 Meets the requirements for the SEC Private Companies Practice Section Firm Qualifications and Experience License to Practice in the State of California Vavrinek, Trine, Day & Co, LLP is licensed to practice public accounting in the State of California and has complied with all applicable California State Board of Accountancy requirements. In addition, all of the key professional staff that will be assigned to the City audit are also licensed to practice in the State of California and have complied with all applicable State Board of Accountancy standards. Independence Vavrinek, Trine, Day & Co, LLP is independent of the City of San Jacinto and all of the City of San Jacinto's component units as defined by auditing standards generally accepted in the United States of America and the U.S. General Accounting Offices' Governmental Auditing Standards. We have not had any professional relationships with the City of San Jacinto or San Jacinto's component units within the past five years. Staff Consistency - Technical Knowledge VTD has a low percentage turnover of professional staff. Thus, our staff has a unique blend of experience, technical knowledge, and management expertise which can only be found in a firm that has maintained consistency of staffing. We feel this is an important aspect of our practice that enables us to provide our clients with the highest quality service available. We specialize in governmental auditing including, federal grant programs, state grant programs, and unique areas specific to government. 7 solid 50 + years of growth regional firm Firm Qualifications and Experience History and founding date of our firm: Vavrinek, Trine, Day & Co., LLP was established in 1948. Our firm now offers a full range of services for several different lines of businesses throughout California. Proudly, our governmental practice is a key to our firm's success. VTD has experienced a solid 59 years of growth and commitment to client service. Firm Size and Client Base: Vavrinek, Trine, Day & Co., LLP is a leader in several different areas including but not limited to governmental auditing and consulting, banking, commercial, and tax. Vavrinek, Trine, Day & Co., LLP is a large regional firm with our headquarters located in Rancho Cucamonga. We currently have a total staff of approximately 200, of which, approximately 75% are devoted to the firm's governmental audit and consulting practice. As governmental accounting is one of our primary practice areas, we do not use governmental clients to fill our down time. Our governmental audit and consulting practices provide a year-round client base for VTD. The Rancho Cucamonga Office: The Rancho Cucamonga office has 13 partners and approximately 60 professional staff. The firms Municipal Practice Group is also located within the Rancho Cucamonga office. The Municipal Practice Group in the Rancho Cucamonga Office has 19 professional staff that are fully devoted to municipal audits. 8 Firm Qualifications and Experience The firm, comprised of 32 partners is directed by a managing partner and separate managing partners for each office. Firm Managing Partner: Office Managing Partners: Rancho Cucamonga : Mr. James Balsano Pleasanton: Mrs. Linda Todd Palo Alto: Mr. Richard Blake Fresno: Mr. Ray Cowles Laguna Niguel: Mr. Ken Johnson Serving the City of San Jacinto Mr. Ron White (Rancho Cucamonga Office) Our Rancho Cucamonga Office will have the responsibility of serving the City of San Jacinto. This will enable us to meet all of the service requirements of the City within a timely and professional manner. All staff will be assigned to serve the City of San Jacinto will be full time VTD employees from our company headquarters. We will not use part-time employees or subcontractors for your audit. The proposal is not a joint venture nor a consortium. 9 multifaceted team of professionals Firm Qualifications and Experience Serving the City of San Jacinto Other practice groups that provide services from our Rancho Cucamonga office include: Governmental auditing and consulting VTD currently provides services to more than 300 governmental agencies throughout California, including the Cities of Palmdale, Glendale, Paramount, San Bernardino County and Riverside County. Some of our services include: investment pool/portfolio attestation services, debt financing analysis, and performance audits. Banking VTD currently provides auditing services to more than 70 independent banks throughout California. Our banking clients have assets ranging from $50 million to in excess of $3 billion dollars. Commercial VTD is a leader in all areas including that of providing auditing and consulting services to commercial companies. Companies chose VTD for professional services from inception to maturity. Tax VTD has a commitment to serve all clients. Our commitment to our clients includes offering professional tax preparation and planning services. Each of our offices have tax partners with a complete tax practice to meet the needs of our clients. 10 Firm Qualifications and Experience Professional Associations We are members of the American Institute of Certified Public Accountants, the California Society of Certified Public Accountants and we have registered with the Public Companies Accounting Oversight Board. In addition, our firm is a member of the AICPA's Governmental Audit Quality Center. We are active members in the Governmental Finance Officers Association (GFOA) and attend training seminars provided by the GFOA, California Society of Municipal Finance Officers (CSMFO), and the League of California Cities. We provide our clients with updates of new state and national issues affecting municipal finance standards and trends, including changes in federal/state grant program accounting and reporting requirements. CAFR Award Programs Vavrinek, Trine, Day & Co., LLP has advised and assisted many clients with disclosure and financial reporting requirements pursuant to the GFOA and CSMFO certificate programs. Many of our staff are volunteer reviewers for the CSMFO certificate program. Many of our clients have reports prepared in compliance with the requirements of these programs. We will gladly advise the City on financial reporting disclosures pertinent to these award programs. 11 Firm Qualifications and Experience Professional Services Vavrinek, Trine, Day & Co., LLP provides several additional services to our clients including but not limited to: Investment Pool/Portfolio Attestation Services Debt Financing Analysis Internal Auditing Fee and User Studies Indirect Cost Auditing Performance Audits Budget Reviews Revenue Enhancement Services Litigation Support Services Arbitrage and Tax Consulting Interim Finance Director Services 12 VTD Committed to Quality Partner involvement and consistency: of staff play key roles in delivering a quality service Firm Qualifications and Experience Our Commitment to Quality Vavrinek, Trine, Day & Co., LLP continues to met the SEC Private Companies Practice Section requirements by having its accounting and auditing practice be subject to the scrutiny of a peer review program. The peer review program is very important to us because we feel that our aim is to provide our partners and professional staff with the knowledge and talent which is necessary to provide exceptional services to our clients. We also require that the peer review performed be in accordance with the American Institute of Certified Public Accountants (AICPA) standards to allow us to be a member of the Private Companies Practice Section of the AICPA. Vavrinek, Trine, Day & Co., LLP is licensed to practice public accounting in the State of California and has complied with all applicable California Board of Accountancy requirements. In addition, we have had no regulatory or legal actions which have been taken against our firm. To assist us in our quality assurance program Vavrinek, Trine, Day & Co., LLP participates in a peer review program. As a member of this program, our audit procedures, working papers, and overall firm quality is examined on a regular basis by another CPA firm. As part of the quality control review, ail aspects of the Firm are examined, including our commitment to extensive governmental training for all professional staff. All professional staff receive at least 40 hours per year of continuing professional education (CPE) relating to governmental auditing and accounting. 13 VTD has a Commitment to Quality evidenced by the dedication of a full time Quality Control Director Firm Qualifications and Experience Our Commitment to Quality Vavrinek, Trine, Day & Co., LLP has a full time Director solely dedicated to the quality control function. Our Quality Control director is responsible for the completion of our annual internal peer review process. In addition to our external peer review program, VTD requires that each office is annually reviewed by a separate office. We also require that on each engagement that all detailed working papers must be reviewed by someone at a higher position than the auditor. Our quality control program monitors all aspects of our practice. The City can be confident that VTD has the highest quality control standards. As required by law, we will retain all working papers and other documents for seven years. As evidenced by our commitment to excellence, Vavrinek, Trine, Day & Co., LLP will provide the City of San Jacinto with a quality audit. You will also know that our commitment to quality is reviewed by another CPA firm in accordance with strict AICPA standards. This provides you with the assurance that only well trained professional staff will conduct the audit for the City of San Jacinto. We are proud that Vavrinek, Trine, Day & Co., LLP has received an unqualified opinion on the quality of its accounting and auditing practices. A copy of our most recent peer review has been included in the Appendix section. Training Programs Vavrinek, Trine Day & Co., LLP is committed to providing ongoing training specifically in the area of governmental auditing. This ensures our clients that our staff will have the highest technical knowledge in the industry. Training is provided by VTD instructors, use of California CPA Education Foundation courses, and by industry experts. Each of these types of training courses are designed to provide current technical expertise for our staff. We have recently presented a training program covering all new GASB pronouncements for our staff and clients. Each member of our team assigned to the City's audit engagement has complied with the firm's continuing education requirements. 14 Firm Qualifications and Experience Computer and Special Equipment Capabilities VTD has provided each of our accountants (firm wide) with a laptop computer. Each computer has wireless capability, which is used while in the field. All of our offices are networked, and all staff have the ability to access the firms network via the internet. Electronic auditing software is used, both for the preparation of the City's audit reports, as well as for the storage of the audit working papers and trial balances. Microsoft products are used throughout the firm. We believe that an investment in technology makes our firm efficient, and the best selection for City governments. Insurance Vavrinek, Trine, Day & Co, LLP will provide proof of insurance to the City of San Jacinto Risk Manager. Equal Opportunity Employer Vavrinek, Trine, Day & Co., LLP is an equal opportunity employer. 15 Section C Summary of Qualifications 16 Our staff sets us apart from our competition Partner, Supervisory and Staff Qualifications and Experience Staff Continuity, Retention, and Training Vavrinek, Trine, Day & Co.'s engagement team is comprised of key personnel who have first-hand knowledge and experience working with City financial audits. As a result, we are aware of the City's unique reporting procedures, issues, operating structure and needs. The full-time staff for the proposed audit services will include: Kevin T. Pulliam, CPA Partner Roger Alfaro, CPA Partner Diana Acosta, CPA Supervisor To be assigned Staff No part-time staff will be assigned to the audit The Municipal Practice Group within our Rancho Cucamonga Office has experienced very little turnover within the past five years. All of the managing staff that have been selected for your engagement team have at least 6 years of experience. We strive to maintain a workplace that encourages our auditors to stay with Vavrinek, Trine, Day & Co. We do not anticipate changes in the staff for this engagement over the term of the contract. 17 Partner, Supervisory and Staff Qualifications and Experience Staff Continuity, Retention, and Training, continued The Municipal Practice Group's staff turnover has been minimal for the past 5 + years. We have strived to provide a work environment that encourages our staff to remain on our team. Due to this success we are very confident that we will provide consistency of staffing over the contract period. The Vavrinek, Trine, Day & Co., LLP audit team has been selected to meet all of your expectations. The team has worked together on numerous governmental audits and will provide the level of service, which is deserved by the City. We feel the technical qualifications of the personnel selected for this audit and the qualifications of the Firm allow us to provide the City with a comprehensive audit of the highest quality. Engagement Partner: Mr. Kevin T. Pulliam, CPA has been with Vavrinek, Trine, Day & Co., LLP for 20 years and serves on both the Executive Committee and the Quality Control Committees for Vavrinek, Trine, Day & Co., LLP. He is also the primary partner for the City and Municipal Practice Group within the firm. Mr. Pulliam is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. He will ensure that the communication line remains open between the City and VTD. Mr. Pulliam will have the overall responsibility of the audit team and will be assigned to the audit and will be periodically on -site during the fieldwork to supervise the audit and to ensure that the City's requirements are fulfilled. Consulting Services Partner: Mr. Joe Aguilar has been with Vavrinek, Trine, & Day & Co., LLP for the past 12 years. Mr. Aguilar oversees supplemental services that complement our auditing services in the governmental arena. Mr. Aguilar spent 14 years working for public agencies in financial administration including tenure as a finance director for two cities. During his career he obtained his securities licenses and worked as a vice-president for an investment banking firm packaging municipal bonds. Mr. Aguilar currently directs one of our consulting divisions specializing in internal audit, performance audits, accounting services and financial consulting. Mr. Aguilar has a considerable amount of expertise in the areas of investments, bonded debt, investment portfolio management, redevelopment, Mello -Roos Districts and arbitrage rebate. 18 Partner, Supervisory and Staff Qualifications and Experience Engagement Partner: Mr. Roger Alfaro, CPA, has been with Vavrinek, Trine, Day & Co., LLP for five years. Mr. Alfaro has served as the in -charge and audit manager for several governmental audits, including the County of San Bernardino, the County of Riverside, Riverside Regional Medical Center, City of Riverside, City of Burbank, City of Huntington Park and City of Paramount. He has over nine years of governmental auditing experience and is proficient in delivering performance audits, fee studies and other consulting services. Mr. Alfaro will have the primary responsibility of the audit team. Mr. Alfaro will be on site during fieldwork to ensure that the needs of the City are fulfilled. Engagement Supervisor: Ms. Diana Acosta, CPA, has been with Vavrinek, Trine, Day & Co., LLP for eight years. Ms. Acosta has served as the in -charge and audit supervisor for several governmental audits, including the County of San Bernardino, the City of Paramount and the City of Palmdale. She has a vast knowledge base relating to governmental auditing and is proficient in completing projects in a timely manner. Ms. Acosta will have a shared responsibility of the audit team. Ms. Acosta will be on site during fieldwork to ensure that the needs of the City are fulfilled. Subcontracting: Vavrinek, Trine, Day & Co., LLP will not subcontract any portion of the City contract. Resumes: Resumes for each team member can be found in the Appendix section. 19 Our staff participate in 40 hours of CPE specific to municipal audits annually Partner, Supervisory and Staff Qualifications and Experience Continuing Professional Education Our Municipal Practice Group staff for the City of San Jacinto engagement have attended the following CPE sessions within the past year: •Training on Industry Specific Topics AICPA National Update, Governmental Accounting and Auditing Conference AICPA National Update, Healthcare Conference Cal Society Governmental Accounting and Auditing Conference GASB 43 and 45 The new Statements on Auditing Standards 103, 112, and 104-111 Year end closing SAS 99 Yellow Book Standards Auditing Debt Single Audits Internal control documentation and testing Fraud training Accounting and Auditing Updates Audits of HUD assisted projects 20 Section D Similar Engagements with Other Government Entities 21 Auditing Experience Municipalities participating in GFOA and/or CSMFO Several of our clients participate in both the GFOA and CSMFO award programs. These include but are not limited to the Cities of Glendale, Rancho Palos Verdes, Paramount, Palmdale, and Lake Forest as well as the Counties of San Bernardino and Riverside. Governmental Agencies with Single Audits Most of our clients require single audits, including but not limited to the, the Counties of San Bernardino, Riverside, and Ventura, the City of Glendale, City of Palmdale and City of Rancho Palos Verdes. All of our staff assigned to the City of San Jacinto will have detailed expertise in regards to single audits. Each of our professional staff participate in an annual Single Audit training program. Redevelopment Agencies The majority of our city clients have active redevelopment agencies including but not limited to the City of Glendale, City of Paramount, City of Palmdale, the City of Moorpark, the City of Rancho Palos Verdes and the City of Huntington Park. Federal and State Grant Programs At VTD we specialize in auditing federal and state grants provided by the Department of Housing and Urban Development, Department of Homeland Security, Department of Justice, Department of Health and Human Services, and Department of Transportation and are experienced with several other programs. 22 Experience Our Governmental Clients As noted earlier Vavrinek, Trine, Day & Co., LLP has over 300 governmental agency audits and is proud to serve various types of government. We have a commitment to each of our governmental clients and have included a partial list of our current and past clients within the municipal, transportation and county practice group. Any of our clients may be contacted for references. Some of the local governmental agencies, which we have audited in the past few years, include the following: Audit and Consulting Services City of Arroyo Grande ° City of Brentwood * o City of Desert Hot Springs o City of Dublin * o City of Glendale * o City of Greenfield ° City of Gonzales o City of Huntington Park o City of Laguna Niguel * ° City of Lake Forest * ° City of Lawndale ° City of Malibu o City of Manhattan Beach * o City of Moorpark ° City of Palmdale * o City of Paramount * o City of Piedmont ° City of Santa Clara * o City of San Leandro ° City of Twentynine Palms ° City of Yucaipa o Town of Hillsborough Town of Los Altos Hills Town of Ross o Town of Truckee °* (CSMFO and GFOA award winning CAFRs) Special Districts/Transportation o Alameda County Transportation Authority o Alameda County Transportation Improvement Authority ° Alameda County Waste Management Authority o Chino Valley Fire o CONFIRE o Central Marin Sanitation Agency o Cupertino Sanitation District o Monterey Salinas Transit o Water Facilities Authority ° San Mateo County Transit District o San Mateo County Transportation Authority o Santa Clara Valley Transportation Authority ° Stege Sanitary District o California Sanitation Risk Management Association o Bayshore Sanitary District o Novato Sanitation District o Alameda County Transportation - Improvement Authority County/Hospital Clients o County of San Bernardino " ° County of Shasta o County of Riverside * o County of Ventura * o County of Yolo * o County of Lassen o County of Kings o Arrowhead Regional Medical Center o Riverside Regional Medical Center o Ventura County Medical Center 23 References We encourage you to contact our clients. VTD is proud of our high percentage of retained clients. We encourage you to contact our clients and get their feedback regarding our service, staff, partner involvement, and our ability to meet strict timelines. (Additional references can be provided upon request.) City of Huntington Park Mr. Donald Pruyn Finance Director 6550 Miles Ave. Huntington Park, CA 90255 (323) 582-6161 City of Palmdale Ms. Betsy St. John Director of Finance 38300 Sierra Highway Palmdale, CA 93550 (661) 267-5411 City of Glendale Mr. William Fox Internal Auditor 615 E. Broadway Glendale, CA 91206 (818) 548-3355 Scope of work: Hours: Most recent audit: Engagement Partner: Scope of work: Hours: Most recent audit: Length of contract: Engagement Partner: Scope of work: Hours: Most recent audit: Length of contract: Engagement Partner: Full scope audit of the City's CAFR, RDA and Single Audit Approximately 700 June 30, 2006 Kevin T. Pulliam Full scope audit of the City's CAFR, RDA and Single Audit Approximately 1,000 June 30, 2006 June 30, 1994 to Present Kevin T. Pulliam Full scope audit of the City, Redevelopment Agency, and Single Audit Approximately 1000 June 30, 2006 June 30, 2004 to Present Kevin T. Pulliam 24 Section E Specific Audit Approach Specific Audit Approach We understand the scope of services requested by the City of San Jacinto. The City of San Jacinto has requested that we provide a professional and timely audit for the following: City of San Jacinto Annual Financial Report San Jacinto Redevelopment Agency Single Audit TASIN Audit State Controllers Report of Financial Transactions — City and Agency The audits will be made in accordance with generally accepted auditing standards published by the American Institute of Certified Public Accountants, Governmental Auditing Standards (when applicable) issued by the Comptroller General of the United States, the Single Audit Act of 1984, the Single Audit Act Amendments of 1996 and the revised provisions of OMB Circular A-133. In addition, we will prepare a memorandum on internal controls (management letter), if necessary, and make all other communications required by professional standards. 26 Specific Audit Approach Audit Approach Our audit will be comprised of the following major phases in order to best respond to and address the City's request for proposal. We understand government and the related risk areas. Our audit will be planned in the phases listed below: Pre -audit and planning phase Interim fieldwork Final fieldwork Audit Hours Segmentation Our proposed audit hours for the City of San Jacinto have been segmented as follows: Breakdown of Audit Hours by Area Pre -Audit Interim Final Planning Audit Audit Total 1. City of San Jacinto 16 90 98 204 2. City of San Jacinto Rede\elopment Agency 6 55 51 112! 3. Single Audit (assuming 1 major program) 4 25 27 56 4. State Controllers Report - City 23 23 5. State Controllers Report - Agency 14 14 6. TASIN Audit 4 12 12 28 7. Management Letter 4 4 8. Preparation of the City's Financial Statements 32 28 60 30 214 257 501 27 Specific Audit Approach Audit Approach Audit Hours Segmentation Continued: Breakdown of Audit Hours by Staff Partner Manager Supervisor Senior Staff Paraprofessional Pre -Audit Interim Final Planning Audit Audit Total 8; 12 15 35 3 3 14 40 40 94 8 70 90 168 60 64 124 32 45 77 Total 30 214 257 501 Level of staff and number of hours assigned to each segment Partner Manager Supervisor Senior Staff Paraprofessional Total 1. City of San Jacinto 12 0 40 60 60 32' 204 2. City of San Jacinto Redevelopment Agency 8 0 24 32 32 16 112 3. Single Audit (assuming 1 major program) 4 0 8 12! 24 8 56 4. State Controllers Report - City 1 2 0 20 0 0! 23 5. State Controllers Report - Agency 1 1 0 12 0 0 14 6. TASIN Audit 4 0 4 8 8 4 28 7. Management Letter 1 0 2 0 0 1 4 8. Preparation of the City's Financial Statements 4 0 16 24 0; 16 60 Totals 35 3 94 168 124 77 501 28 Specific Audit Approach Sample sizes and use of statistical sampling techniques Sample sizes will differ depending upon the area under audit. For the City of San Jacinto sample sizes of 40 will be used for areas where we plan on placing reliance on the internal control structure. This will allow us to reduce substantive testing for specific areas. Smaller sample sizes typically (15-25) would be appropriate when only a walk through is performed to document the internal control system. Sample sizes will also differ for the single audit. Internal Control testing for each of the direct and material compliance requirements of major programs will typically require sample sizes ranging from 15-40 depending upon the specifics of the major program. In addition sample sizes will differ for the compliance testing for the single audit programs with samples ranging from 15-60. Statistical sampling methods may be used as well as auditor judgment for selecting our samples. Extent of use of EDP in engagement EDP software will be used in the preparation of the City's financial statements. We use audit software that will enable us to download the City's trial balance to prepare the financial statements. This will enable us to provide the City with mapping of how specific accounts combined into the summary line items in the financial statements, provide the City with detailed journal entries for any audit adjustments, and provide a final trial balance with all applicable adjusting entries. This will also enable us to provide the City with the detailed conversion entries for the government wide statements. In addition, EDP software may be used for analysis of disbursements, payroll, utility billings, inventory, capital asset depreciation, etc. 29 Specific Audit Approach Type and extent of analytical procedures to be used in engagement Analytical procedures are an important part of the audit process. Analytical procedures will be used in several areas including but not limited to audit planning, testing of year end balances such as depreciation expense, revenue analysis, expense/expenditure analysis, service fund charges, etc. Approach to be taken in determining laws and regulations that will be subject to test work We will review the laws and regulations covering the City's grants and major programs as part of the Single Audit testing. Based upon our inquiry with City staff, review of the City's municipal code, review of administrative policies, etc. we will determine the relevant laws and regulations that will be subject to additional test work. Approach to be taken to gain and document an understanding of the City's internal control Our approach to gain an understanding of the City's internal control structure will be obtained by reviewing the City's policy and procedures handbooks, review of the City's municipal code, review of administrative polices and procedures, and based upon our inquiry with City staff. In addition we will use governmental internal control questionnaires to assist in our documentation of the internal control structure. Further we will conduct a walk-through and observe the work flow as it relates to key business processes including but not limited to: payroll, budgeting, financial management and investments, revenue management and cash receipts, procurement and disbursements, information technology, risk management and capital asset management. Approach to be taken in drawing audit samples for purposes of tests of compliance Auditor judgment will be used in selecting our audit samples for test of compliance work. The majority of the testing of compliance will be centered around the single audit testing of the direct and material elements for the major programs. 30 Specific Audit Approach Technology Services Assistance We will need assistance from the City in downloading the City's general ledger into an excel (or similar) based format. Pre -audit and planning phase - Audit Approach Vavrinek, Trine, Day & Co., LLP will meet with the City's key staff to plan out the audit services for the year. These meetings will discuss any prior audit issues and the proposed interim work plan. During this phase, we will accomplish: Identifying the key personnel and contacts at the City Identifying the City's responsibility for the audit process Understanding the City's flow of transactions Proposing major areas of testing for interim fieldwork Developing an understanding of unusual transactions or events that have occurred during the fiscal year Formalizing logistics Finalizing the timeframes for interim fieldwork 31 Specific Audit Approach Interim Fieldwork - Audit Approach We expect to commence our interim fieldwork between April through June (or at a mutually agreeable time) to best meet the City's needs. Our focus will involve: Understanding the City's financial reporting process. Documenting information systems and related computerized data processing controls. Identifying the flow of information and internal control involved in key processes such as investment management, disbursements, payroll, treasury operations, and debt/capital management. To accomplish these tasks we will use client accounting manuals, inquiry, observation, firm checklists and internal control questionnaires. We will also commence transaction testing over each of the key process. Planning of the Single Audit, if required, including the distribution of questionnaires, conducting inquiries, reviewing documentation and determining major programs. Identifying laws and regulations that are applicable to the City of San Jacinto and its component units. To accomplish these tasks we will use client documents, inquiry, observation, firm checklists and internal control questionnaires. Providing the City parameters required to commence analyzing financial fluctuations in the operating results of City Departments. Formulating audit procedures and related audit programs. We will use primarily auditor judgment in drawing audit samples for the purposes of tests of compliance. 32 VTD Communication is an important aspect of our audits. Specific Audit Approach Final Fieldwork - Audit Approach We will commence our final fieldwork as soon as the City has sufficiently closed their accounting records. We expect final fieldwork to take place during August through October. During this phase, we will perform substantive audit procedures on the year-end balance sheets, revenue and expenditure/expense accounts. We will use a variety of audit procedures including outside confirmations, statistical sampling, detailed testing of City schedules, analytical review, inquiry, and observation. In addition, during this period we will prepare drafts of the City's reports and submit them for your review. Finally, we would expect presenting the various audit reports to the City. Exit Phase At the end of the audit process we will meet with City staff to cover the following: Discuss workable solutions for potential findings Discuss improvements for subsequent years audit plan, and other areas Meet with the City's Audit Committee, if applicable, and City Council to present the results of the audit We do not believe in surprises. Although the exit phase involves a recap of the audit process we will be in constant communication regarding the status of the audit. You will not have any surprises at the end of the audit. 33 Communication is an important aspect of our audits. Specific Audit Approach Single Audit We will conduct the audit of major programs in accordance with OMB CircularA-133. These requirements include the annual risk assessment of Type A and B programs and specific internal control assessments related to major programs. For internal controls over major programs, we are required to plan the audit to support a low assessed level of control risk over compliance for each program. Therefore, for each major program, we must obtain an understanding of internal controls in relation to specific compliance requirements. To support a low control risk objective, we are required to test the internal controls over compliance for each major program. As a result of the varying complexities, number of compliance requirements and variety of tests performed for specific major programs, our cost/fee quotation, assumes the testing of two major programs. Communication We anticipate communication with key City personnel to be constant during the engagement. We anticipate establishing weekly meetings or correspondence with appropriate City management to ensure that findings, issues, discrepancies or timing difficulties are clearly communicated and resolved. We feel these meetings are very important because they allow us to properly plan the audit and allow City management to become comfortable with the audit approach. These progress meetings provide for communication on an on -going basis to ensure all aspects of the audit are appropriately addressed. 34 Specific Audit Approach Partner Involvement Our audit approach differs from that of other CPA firms. We believe that partner involvement is an extremely important aspect of the audit process. To provide you with the assurance that we will provide an outstanding product, the partner in charge of the engagement will spend time in the field working on the City's audit. Thus, he will be available to answer client and staff questions in a timely manner. This will also ensure that the audit will be conducted in an efficient and effective manner with the least amount of interruptions for City staff. Meaningful partner involvement is important to allow the city to have the ability to discuss potential findings and recommendations and/or problem areas. Problems that may be encountered in the field As discussed above, the partner will spend time in the field during the audit. This will assist with any issues that may be encountered. If we become aware of irregularities and/or illegal acts, these instances would be reported to the appropriate City official. We do not anticipate these types of issues to arise, but we are capable of addressing these situations in a professional manner. If necessary, our firm employs certified fraud examiners, internal auditors and has an on -staff crime investigator (retired sheriff detective) to assist our audit teams with potential problems. 35 Specific Audit Approach Our communication with the City will also include: Communicating the auditor's responsibility under generally accepted auditing standards. Significant accounting policies Management judgments and accounting estimates Significant audit adjustments Other information in documents containing audited financial statements Disagreements with management Management consultation with other accountants Major issues discussed with management prior to retention Difficulties encountered during the audit 36 Timing VTD is committed to completing the required scope of work within the City's timelines. Although we are flexible in responding to issues which may arise, our ability to execute our scope of work in accordance within requested timelines is dependent on the City's ability to ensure timely completion of audit reports and closing of the City's accounting records. As discussed earlier in the proposal we anticipate running the audit in three different phases: Pre -audit and planning phase: we anticipate scheduling the pre -audit and planning phase during the months of April Interim Fieldwork: we anticipate scheduling the interim audits during the months of April -June Final Fieldwork: we anticipate scheduling the final audits to run during the month of August - October A key element to timing is service. As with any timeline unexpected circumstances may occur. VTD has always been flexible in working with our clients. We understand that as we work through the audit process circumstances may occur that will require timelines, fieldwork, meetings, etc. to be rescheduled. We will work with the City of San Jacinto to provide timely and flexible services to the best of our abilities. 37 Appendices A: Peer Review Opinion B: Resumes 38 Appendix A: Peer Review Information YANARI[ WATSON MCGAUGHEY P0Co DALE M. YANARI (1947-2004) ♦ RANDY S. WATSON ♦ G. LANCE MCGAUGHEY FINANCIAL CONSULTANTS/CERTIFIED PUBLIC ACCOUNTANTS June 9, 2006 To the Pai lifers of Vavrinek, Trine, Day & Co., LLP and the Center for Public Company Audit Firers Peer Review Committee We have reviewed the system of quality control for the accounting and auditing practice of Vavrinek, Trine, Day & Co., LLP (the firm) applicable to non -SEC issuers in effect forthe year ended December 31, 2005. The firm's accounting and auditing practice applicable to SEC issuers was not reviewed by us since the Public Company Accounting Oversight Board (PCAOB) is responsible for inspecting that portion of the firm's accounting and auditing practice in accordance with PCAOB requirements. A system of quality control encompasses the firni's organizational structure, the policies adopted and procedures established to provide it with reasonable assurance of complying with professional standards. The elements of quality control are described in the Statements on Quality Control Standards issued by the American Institute of Certified Public Accountants (the AICPA). The design of the system, and compliance with it, are the responsibilities of the firm. Our responsibility is to express an opinion on the design of the system, and the firm's compliance with that system based on our review. Our review was conducted in accordance with standards established by the Peer Review Committee of the Center for Public Company Audit Firms and included procedures to plan and perform the review that are summarized in the attached description of the peer review process. Our review would not necessarily disclose all weaknesses in the system of quality control or all instances of lack of compliance with it since it was based on selective tests. Because there are inherent limitations in the effectiveness of any system of quality control, departures from the system may occur and not be detected. Also, projection of any evaluation of a system of quality control to future periods is subject to the risk that the system of quality control may become inadequate because of changes in conditions, or that the degree of compliance with the policies or procedures may deteriorate. In our opinion, the system of quality control for the accounting and auditing practice applicable to the non -SEC issuers of Vavrinek, Trine, Day & Co., LT ,P in effect for the year ended December 31, 2005, has been designed to meet the requirements of the quality control standards for an accounting and auditing practice established by the AICPA, and was complied with during the year then ended to provide the firm with reasonable assurance of complying with applicable professional standards. t112Z/4., (34' )1L/Cn'G Yanari Watson McGaughey P.C. 9250 EAST COSTILLA AVENUE, SUITE 450 GREENWOOD VILLAGE, COLORADO 80112-3647 (303) 792-3020 FAX (303) 792-5153 web site: www.ywmcpa.com email: info@ywmepa.com cp N P4 N al, al, Vavrinek, Trine, Day & Co., LLP * * *Audit Team KEVIN PULLIAM, CPA Audit Partner Firm Position Audit Partner for Government, Education and Non -Profit Entities Vavrinek, Trine, Day & Co., LLP Certified Public Accountants Length of Service August 1986 to Present Experience Audit partner responsible for the firms Municipal Practice Group. Serves on the Firms Executive Committee and Quality Control Committee. Audit partner for three of the largest Counties in California. Audit partner for several California cities, school districts, and non- profit entities. Responsible for Training and Development of the Municipal Practice governmental audit programs. Also responsible for several engagements conducting management services, special audits, and single audits. Professional American Institute of Certified Public Accountants (AICPA) Affiliations California State Society of CPA's (CSCPA) California Society of Municipal Finance Officers (CSMFO) California School Business Officials (CASBO) Education Bachelor of Science - Accounting - 1986 California State Polytechnic University, San Luis Obispo Continuing Professional Education Teaching Opportunities Has attended numerous governmental (minimum 40 hours) and other professional continuing education courses throughout each year. Including: The AICPA National Healthcare Industry Conference The AICPA National Governmental Accounting and Auditing update Trainer - Annual GASB updates, Single Audit Compliance issues, and Governmental Auditing. Presenter — At the California Debt and Investment Advisory Commission Bond Buyer Conference — GASB 45 Presenter — At the State Association of County Auditor's Conference — GASB 45 "The CPA Firm you can trust for Personalized Service" Vavrinek, Trine, Day & Co., LLP * * *Audit Team ROGER ALFARO, CPA Partner Firm Position Length of Service Professional Experience Professional Affiliations Education Audit Partner for Government Vavrinek, Trine, Day & Co., LLP Certified Public Accountants With VTD & Co., LLP since 2002, over 9 years of experience in public accounting Worked as a municipal accountant for a local city in Southern California performing routine journal entries and schedules for CAFR preparation. Worked approximately 3.5 years in a "Big 5 Accounting Firm" providing professional services to cities, counties, and state agencies. In addition, experience included service to commercial clients in manufacturing industries. Experience includes financial statement audits, management audits, fee studies, cost allocation plans, accounting assistance, internal audit support, attestation, and other special projects for municipalities in California and Arizona and commercial clients. In addition, service delivery to commercial clients included attestation for Securities and Exchange Commission (SEC) reporting such as for the "10-Q" and "10-K." Also, provided due diligence analysis and attestation related to business acquisitions. Responsibilities included planning engagement approaches, executing the daily activities of a work plan, preparing all deliverables, supervising staff accountants and providing professional development. Served as in charge auditor for the San Mateo County Transit District, the San Mateo County Transportation Authority, the Peninsula Corridor Joint Powers Board, and the Santa Clara Valley Transportation Authority. American Institute of Certified Public Accountants (AICPA) Bachelor of Science - Business Administration California State University, San Bernardino, CA "The CPA Firm you can trust for Personalized Service" Vavrinek, Trine, Day & Co., LLP * * *Audit Team DIANA ACOSTA, CPA Audit Supervisor Firm Position Audit Supervisor Vavrinek, Trine, Day & Co., LLP Certified Public Accountants Length of Service October 1998 to Present Experience Participates in audits of municipalities, other governmental agencies, nonprofit organizations, and commercial entities. Education Additional Experience Provide assistance with: Specializes in auditing small to medium sized cities. Specializes in the audits of proprietary/enterprise funds such as water, sewer, and solid waste. Also specializes in redevelopment compliance and single audits. Supervises approximately 6 -10 city audits annually. Training Courses complete recently: GASB Updates SAS Updates Yellow Book Standards Single Audits Redevelopment Compliance internal Controls Accounting and Auditing Updates Bachelor of Science — Business Administration - Concentration in Accounting, May 1997 California State University, San Bernardino * Accounts Payable * Payroll * Account Reconciliation * Year -End Closing * Month -End Closing * Bilingual/Spanish "The CPA Firm you can trust for Personalized Service" Vavrinek, Trines Day & Co�, LLP It Vavrinek, Trine, Day & Co., LLP 8270 Aspen Street Rancho Cucamonga, CA 91729-2900 itin • ervices Partner Contact — Kevin T. Pulliam, (909) 466-4410 Fax (909) 466-4431 May 25, 2007 Comprehensive Cost Bid City of San Jacinto Comprehens he Cost Bid Description of Services 1. City of San Jacinto Cost for Cost for Cost for Cost for Cost for Fiscal Fiscal Fiscal Fiscal Fiscal Estimated Year Year Year Year Year Hours 2006-2007 2007-2008 2008-2009 2009-2010 2010-2011 204 $ 18,180 $ 19,089 $ 20,043 $ 21,045 $ 22,097 2. City of San Jacinto Redevelopment Agency 112 $ 10,280 $ 10,794 $ 11,334 $ 11,901 $ 12,496 3. Single Audit (assuming 1 major program) 56 $ 4,760 $ 4,998 $ 5,248 $ 5,510 $ 5,786 4. State Controllers Report - City 23 $ 2,385 $ 2,504 $ 2,629 $ 2,760 $ 2,898 5. State Controllers Report - Agency 14 $ 1,470 $ 1,544 $ 1,621 $ 1,702 $ 1,787 6. TASIN Audit 28 $ 2,660 $ 2,793 $ 2,933 $ 3,080 $ 3,234 7. Management Letter 4 $ 475 $ 499 $ 524 $ 550 $ 578 8. Preparation of the City's Financial Statements 60 $ 5,700 $ 5,985 $ 6,284 $ 6,598 $ 6,928 Total for Fiscal Year (not -to -exceed) 501 $ 45,910 $ 48,206 $ 50,616 $ 53,146 $ 55,804 HOURLY RATES OF THE FIRM'S EMPLOYEES: 2006-2007 2007-2008 2008-2009 2009-2010 2010-2011 Partner $ 210 $ 215 $ 220 $ 225 $ 230 Manager 185 190 195 200 205 Supervisor 165 170 175 180 185 Senior 140 145 150 155 160 Staff 95 100 105 110 115 Paraprofessional 75 80 85 90 95 Comprehensive Cost Bid 9. City of San Jacinto Staff Level Partner Manager Supervisor Senior Staff Para Professional Subtotal Travel Costs Not to Exceed Maximum Fees Estimated Standard Discounted Proposed Hours Hourly Hourly Rates Fees 12 $ 210 $ 175 $ 2,100 185 155 - 40 165 130 5,200 60 140 95 5,700 60 95 65 3,900 32 75 40 1,280 204 18,180 $ 18,180 2. City of San Jacinto Redevelopment Agency Estimated Standard Discounted Proposed Staff Level Hours Hourly Hourly Rates Fees Partner 8 $ 210 $ 175 $ 1,400 Manager 185 155 Supervisor 24 165 130 3,120 Senior 32 140 95 3,040 Staff 32 95 65 2,080 Para Professional 16 75 40 640 Subtotal 112 10,280 Travel Costs Not to Exceed Maximum Fees $ 10,280 2 Comprehensive Cost Bid 3. Single Audit (assuming 9;major program) Estimated Hours Staff Level Partner Manager Supervisor Senior Staff Para Professional Subtotal Travel Costs Not to Exceed Maximum Fees 4. State Controllers Report - City Staff Level Standard Discounted Hourly Hourly Rates Proposed Fees 4 $ 210 $ 175 $ 700 185 155 8 165 130 1,040 12 140 95 1,140 24 95 65 1,560 8 75 40 320 56 Estimated Standard Discounted Hours Hourly Hourly Rates 4,760 $ 4,760 Proposed Fees Partner 1 $ 210 $ 175 $ 175 Manager 2 185 155 310 Supervisor 165 130 Senior 20 140 95 1,900 Staff 95 65 Para Professional 75 40 Subtotal Travel Costs Not to Exceed Maximum Fees 23 2,385 $ 2,385 3 Staff Level Partner Manager Supervisor Senior Staff Para Professional Subtotal Travel Costs Not to Exceed Maximum Fees 6. TASINAudit Staff Level Comprehensive Cost Bid 5. State Controllers Report- Agency Estimated Hours Standard Discounted Hourly Hourly Rates Proposed Fees 1 $ 210 $ 175 $ 175 1 185 155 155 165 130 12 140 95 1,140 95 65 75 40 14 1,470 $ 1,470 Estimated Standard Discounted Proposed Hours Hourly Hourly Rates Fees Partner 4 $ 210 $ 175 $ 700 Manager 185 155 Supervisor 4 165 130 520 Senior 8 140 95 760 Staff 8 95 65 520 Para Professional 4 75 40 160 Subtotal Travel Costs Not to Exceed Maximum Fees 28 2,660 $ 2,660 4 Comprehensive Cost Bid 7. Management Letter Staff Level Partner Manager Supervisor Senior Staff Para Professional Estimated Hours 2 1 Standard Hourly $ 210 185 165 140 95 75 Quoted Hourly Rates Proposed Fees $ 175 $ 175 155 130 260 95 - 65 - 40 40 Subtotal 4 475 Not to Exceed Maximum Fees 8. Preparation of the City's Financial Statements Staff Level Estimated Standard Hours Hourly Quoted Hourly Rates $ 475 Proposed Fees Partner 4 $ 210 $ 175 $ 700 Manager 185 155 Supervisor 16 165 130 2,080 Senior 24 140 95 2,280 Staff 95 65 Para Professional 16 75 40 640 Subtotal 60 Out -of -Pocket Expense Not to Exceed Maximum Fees 5,700 $ 5,700 5 Cost of Services We are firmly committed to providing the City with the superior level of professional services that the City has come to expect from its auditors. We strive to provide exceptional staff, quality, and value at the lowest possible fees consistent with the expectations of the City. Our rates are competitive, even with our depth of experience and commitment to quality. Our pricing is based upon the anticipated assistance from the City in the form of completing PBC schedules, providing a complete closed set of books, providing adequate staff time to answer questions and/or pull applicable documents, and an availability to address questions/concerns relating to the audit. However, we do not want fees alone to be an obstacle in the City's selection of Vavrinek, Trine, Day & Co., LLP. We would be happy to discuss and negotiate such fee issues and City responsibilities with you. We have prepared the most economical proposal possible. As auditing standards change the time required to provide the City of San Jacinto with a quality audit that meets professional standards also increases. New standards increase the time that is required to conduct a professional audit. VTD does not cut corners. 6 AGREEMENT FOR PROFESSIONAL AUDIT SERVICES VAVRINEK, TRINE, DAY & CO., LLP THIS AGREEMENT FOR PROFESSIONAL AUDIT SERVICES (hereinafter, the "Agreement"), entered into as of , by and between the CITY OF SAN JACINTO, a municipal corporation (hereinafter, the "City"), and VAVRINEK, TRINE, DAY & CO., LLP, a limited liability partnership (hereinafter, the "Auditor"). The Auditor and the City are hereafter together referred to as the "Parties" and each individually as a "Party." RECITALS A. The City requires the services of, and desires to retain, a Auditor to perfoiiii the services set forth and described in the Scope of Work attached hereto as Exhibit "A" and incorporated herein by this reference (hereinafter, the "Auditor Services"). B. By virtue of the Auditor's expertise, experience and background, the Auditor is qualified to perform the Auditor Services for and on behalf of the City. C. The City and the Auditor mutually desire to enter into this Agreement for the provision of the Auditor Services by the Auditor for and on behalf of the City, in accordance with the terms and conditions set forth herein. EXECUTORY AGREEMENTS NOW, THEREFORE, in consideration of the facts recited above and the covenants, conditions and promises contained herein, the City and the Auditor mutually agree as follows: SECTION ONE: RETENTION AND DUTIES OF AUDITOR 1.1 The City hereby retains the Auditor, and the Auditor accepts this retention from the City, to perfoiiii the Auditor Services as set forth in the Scope of Work attached hereto as Exhibit 1.2 The Auditor shall perfoiiii all services set forth in the Scope of Work in a competent and professional manner, and shall complete all such work, and each component thereof, within the time periods set forth in the Scope of Work. 1.3 In the performance of the Auditor Services, the Auditor shall report to and receive instructions from the Director of Finance of the City. Tasks or services other than those specifically described in the Scope of Work shall not be perfoimed without the prior written approval of the Director of Finance. If the City changes the scope of the Auditor Services to be perfoiiued by the Auditor, or if the Auditor is requested to perfoiiii services not specifically described in the Scope of Work, the Auditor shall perfoiiii such services as are necessary to complete the work, and compensation for the work perfoiiued shall be paid by the City in accordance with the Budget and Fee Schedule attached hereto as Exhibit "B" and incorporated herein by this reference, or as otherwise may be agreed in writing by the City and the Auditor. -1- 1.4 The Auditor shall not subcontract the performance of any of the Auditor Services without the prior written approval of the City. 1.5 Audit documentation is the property of the auditor. The auditor may make available to the City at the auditor's discretion copies of the audit documentation, provided such disclosure does not undermine the independence or the validity of the audit process. 1.6 The Auditor agrees that Kevin Pulliam shall be the Engagement Partner, David Showalter shall be the Engagement Manger, and Diana Acosta shall be the Engagement Supervisor. Notwithstanding the foregoing, the parties acknowledge that persons other than the above - designated personnel of the Auditor may perform tasks or services under this Agreement if the performance of such tasks or services is under the supervision and control of the above -designated personnel. The Auditor shall not alter the assignment of the above -designated personnel without the prior written approval of the Director of Finance. 1.7 The City reserves and has the right and privileges, at its sole discretion and with or without cause at any time during the term of this Agreement, of suspending, canceling or terminating this Agreement or any work in connection with this Agreement. In the event of termination, the City shall pay the Auditor for all authorized services performed and for all authorized and invoiced expenses incurred up to the date of tennination of this Agreement, on a time and materials basis in accordance with the Budget and Fee Schedule attached hereto as Exhibit "B". The Auditor may cancel this agreement with our without cause with 30 days written notice. SECTION TWO: COMPENSATION TO AUDITOR 2.1 The City shall pay to the Auditor for the performance of the Auditor Services compensation in accordance with the Budget and Fee Schedule attached hereto as Exhibit "B". 2.2 The Auditor shall invoice the City on a monthly basis for all work performed by the Auditor under this Agreement. Invoices shall include billings for all charges, including authorized direct costs incurred by the Auditor during the month covered by the invoice. All charges for labor or professional services shall describe with specificity the services rendered and shall set forth the number of hours worked and hourly rates in accordance with the Budget and Fee Schedule. Within thirty (45) days of receipt of an invoice, and upon determination by the City that the invoice is in order and that the Auditor has performed all requested or required services in a timely and competent manner, the City shall pay such invoice. 2.3 The Auditor shall maintain records on all services for and charges to the City under this Agreement for a period of not less than twenty four (24) months after the completion or termination of this Agreement, and make such records available for review and audit if requested by the City at any time during the term, or within twenty four (24) months of the completion or termination, of this Agreement. SECTION THREE: LEGAL RESPONSIBILITIES -2- 3.1 The Auditor shall keep fully informed of all Federal and State laws and regional, county and municipal ordinances and regulations which may in any manner affect those employed by the Auditor or the performance by the Auditor of any tasks or services for or on behalf of the City. The Auditor shall at all times observe and comply with all such laws, ordinances and regulations, and shall be responsible for the compliance therewith of all work and services performed by the Auditor by or on behalf of the City. 3.2 The Auditor is retained as an independent contractor only, for the sole purpose of rendering those professional services set forth in Exhibit "A" hereto or otherwise requested by the City, and is not an employee of the City. The City shall have the right to control the Auditor only as to results of the Auditor's services rendered pursuant to this Agreement, and the City shall not have the right to control the means by which the Auditor accomplishes the services performed under this Agreement. 3.3 The Auditor shall not discriminate against any employee or applicant for employment because of race, religion, sex, age, marital status or national origin. 3.4 The Auditor agrees to perform all work to the reasonable satisfaction of the City. If the services performed under this Agreement are not satisfactory, the City has the right to take appropriate action, including but not limited to: (1) meeting with the Auditor, its agents or subcontractors to review the quality of the work and resolve matters of concern; (2) withholding payment of City's compensation to the Auditor for any unsatisfactory work performed; (3) terminating this Agreement. 3.5 Any time period specified in this Agreement for performance of services shall be extended because of any delays due to unforeseeable causes beyond the control and without the fault or negligence of the City or the Auditor, including, but not restricted to, acts of God or of the public enemy, unusually severe weather, fires, earthquakes, floods, epidemics, quarantine restrictions, riots, strikes, freight embargoes, wars, litigation, and/or acts of any governmental agency, including the City, if the delaying Party shall within ten (10) days of the commencement of such delay notify the other Party in writing of the causes of the delay. If the Auditor is the delaying Party, the City shall ascertain the facts and the extent of delay, and extend the time for performing the services for the period of the enforced delay when and if in the judgment of the City such delay is justified. The City's determination shall be final and conclusive upon the parties to this Agreement. In no event shall the Auditor be entitled to recover damages against the City for any delay in the performance of this Agreement, however caused. The Auditor's sole remedy shall be extension of this Agreement pursuant to this section. 3.6 Auditor shall defend, indemnify and hold the City, its officials, officers, employees and agents free and harmless from any and all liability from loss, damage, or injury to property or persons, including wrongful death, in any manner arising out of or incident to any negligent acts, omissions or willful misconduct of Auditor arising out of or in connection with Auditor's performance of this Agreement, including without limitation the payment of attorney's fees. Further, Auditor shall defend at its own expense, including attorney's fees, the City, its officials, officers, employees, and agents in any legal action based upon such negligent acts, omissions or willful misconduct. -3- The City hereby agrees to indemnify and hold harmless contractor from any and all claims, including defense costs, whether resulting from court action or otherwise, arising out of the sole intentional or negligent acts or omissions of the City and its officers, agents or employees in the performance of this agreement. 3.7 The Auditor shall not commence the performance of any work or services under this Agreement until the Auditor has obtained all insurance required hereunder, nor shall the Auditor allow any subcontractor to commence services under its subcontract until all such insurance has been obtained by the subcontractor. The Auditor shall take out and maintain at all times during the performance of this Agreement the following policies of insurance: 3.7.1 Workers Compensation Insurance to cover its employees as required by law; and the Auditor shall require all subcontractors to provide such compensation insurance for all of the latter's employees. Each such policy of worker compensation insurance shall carry the following endorsements: (a) "The insurer waives all rights of subrogation against THE CITY OF SAN JACINTO, its officers, officials, agents, employees and representatives." (b) "This insurance policy shall not be canceled, limited or nonrenewed by the insurer until thirty (30) days after receipt by THE CITY OF SAN JACINTO of a written notice of such cancellation, limitation or reduction of coverage." 3.7.2 Comprehensive General Liability Insurance for bodily injury, death and property damage which may arise from the negligent perfoimance of the Auditor, its employees, agents representatives, successors and assigns while performing work or services under this Agreement, in a minimum Combined Single Limit of $1,000,000. 3.7.3 Comprehensive Automobile Liability Insurance, including owned, non -owned and hired automobiles, in a minimum Combined Single Limit of $1,000,000 per occurrence for bodily injury, death and property damage. Each such policy of insurance provided for in Paragraph 3.7.2 and 3.7.3 shall be in a form satisfactory to the City and shall contain the following endorsements: (a) "THE CITY OF SAN JACINTO, its officers, officials, employees and representatives, are hereby declared to be additional insureds under the terms of this policy with respect to the operations and activities of the named insured at or from the premises of THE CITY OF SAN JACINTO described above." (b) "This insurance policy shall not be canceled, limited or not renewed until thirty (30) days after receipt by THE CITY OF SAN JACINTO of a written notice of such cancellation, limitation or reduction of coverage." (c) "This insurance policy is primary insurance and no insurance held or owned by the designated additional insureds shall be called upon or looked to cover a loss under said policy; THE -4- CITY OF SAN JACINTO shall not be liable for the payment of premiums or assessments on this policy." 3.7.4 Professional Liability Insurance to protect the City from the Auditor's negligent acts, errors and omissions of a professional nature, with coverage in a minimum amount of $1,000,000. At least thirty (30) days prior to the expiration of any policy of insurance required under Paragraph 3.7.1, 3.7.2 or 3.7.3, a signed complete certificate of insurance, with all endorsements provided herein, showing that such insurance coverage has been renewed or extended, shall be filed with the City. 3.8 The Auditor shall not assign or otherwise transfer any of its rights or obligations under this Agreement without the prior written consent of the City; and any such assignment or other transfer without such consent shall be void. 3.9 Except as the City may specify in writing, the Auditor shall have no authority, express or implied, to act on behalf of the City in any capacity whatsoever as an agent. This Agreement does not grant to the Auditor any authority, express or implied, to bind the City to any obligation whatsoever. 3.10 In the event any action is commenced by one Party to this Agreement against the other to enforce any of the rights or obligations arising from this Agreement, the prevailing Party in such action, in addition to any other relief and recovery ordered by the court, shall be entitled to recover all statutory costs, together with reasonable attorney's fees. SECTION FOUR: MISCELLANEOUS 4.1 Notices: All notices, invoices or other instruments required or peimitted to be given under this Agreement shall be served by personal delivery or deposited in a United States mail depository, postage prepaid, and addressed as follows: If to the City: CITY OF SAN JACINTO If to the Auditor: San Jacinto, California Attn: Bernie Simon, Director of Finance VAVRINEK, TRINE, DAY & CO., LLP 8270 Aspen Street Rancho Cucamonga, CA 91730 Attn: Kevin Pulliam or such other address or person as either Party may indicate to the other in writing. Service of any instrument by mail shall be deemed effective forty-eight (48) hours after deposit in a United States mail depository, postage prepaid, and addressed as set forth above. 4.2 Integration: This Agreement represents the entire understanding of the City and the Auditor as to those matters contained herein, and no prior oral or written understanding shall be -5- of any force or effect with regard to those matters covered by this Agreement. This Agreement may not be modified, altered or amended except in writing signed by both the City and the Auditor. 4.3 Construction: This Agreement shall be construed in accordance with the laws of the State of California and as if drafted by both parties hereto. 4.4 Successors and Assigns: Subject to the provisions of Paragraphs 1.4 and 3.10 hereinabove, this Agreement, and all of the covenants, teens and conditions hereof, shall be binding upon, and inure to the benefit of, the City, the Auditor, and their respective successors and assigns. 4.5 Authority of Signatories: The persons executing this Agreement on behalf of the Parties hereto warrant that they are duly authorized to execute this Agreement on behalf of said Parties and that by so executing this Agreement the Parties are formally bound to the provisions of this Agreement. 4.6 Annual Engagement Letter. An annual engagement letter as required by Governmental Auditing Standards will be required to be signed by Auditor and by City on an annual basis. The terms of the Engagement Letter are incorporated by reference into this agreement. IN WITNESS WHEREOF, this Agreement has been executed as of the date first written above. City Clerk APPROVED AS TO FORM: By CITY OF SAN JACINTO By VAVRINEK, TRINE, DAY & CO., LLP By -6- [Title] City Attorney, City of San Jacinto -7- Exhibit A Scope of Work The scope of the audit shall include all funds and accounts of the City of San Jacinto (City) the San Jacinto Redevelopment Agency (Agency) and the City of San Jacinto Gaming Impact Grant Fund (TASIN) as follows: . The fiscal periods to be covered by the audit are July 1, 2006 through June 30, 2011. 2. The auditors shall accept the responsibility of expressing an opinion on the financial statements of the governmental activities, the business -type activities, each major fund and the aggregate remaining fund infoi mation of the City, Agency and TASIN. If a Single Audit is required, the auditors shall provide opinions as to the compliance with the Federal Single Audit Act in accordance with the Office of Management and Budget (OMB) Circular A-133, Audits of States, Local Governments and Non -Profit Organizations. 3. The audit film will assist with the preparation of the City's Annual Financial Report in accordance with the requirements of Governmental Accounting Standards Board (GASB). If prepared the transmittal letter, management's discussion and analysis, and statistical sections will be prepared by the City. 4. It is expected that the selected firm will keep the City and Agency informed of new guidance and developments that may affect municipal accounting and finance. 5. Separate basic financial statements shall be prepared for the Agency and TASIN, a legally separate entity and a fund of the City of San Jacinto, respectively. For the Agency audit, the scope shall be expanded to include a compliance examination in accordance with the Guidelines for Compliance Audits for California Redevelopment Agencies as published by the State Controller. 6. In addition to the audit reports and the management letter, the auditor shall complete the State Controllers Reports for the City and Agency. A compilation report will be issued for these reports. 7. The auditing firm shall type and have printed the final financial statements and reports on or before the listed due dates in the number of copies specified. Auditor will also submit an electronic copy of each report in PDF format. a. City Financial Statements b. Agency Basic Financial Statements c. Single Audit Report (if required) d. Management Letter 25 30 10 25 e. TAS1N Report 10 8. Management is not aware of any unusual circumstances warranting an extended scope, however, if in due course of the examination evidence of such circumstances occurs, the auditors shall agree to provide the City with all ascertainable facts relative to such circumstances together with an estimate of additional services required and the additional cost thereof in order that proper contract modifications may be completed before commencing with such extended examination. 9. The City acknowledges that it is management's responsibility for the reliability, accuracy and completeness of financial presentations. 10. All work will be coordinated with the Director of Finance to facilitate staff scheduling and year-end closing. 11. The auditor shall provide the Director of Finance with periodic progress reports while performing the audit fieldwork. These reports shall identify problems encountered or foreseen, deficiencies in work being performed by City staff, disagreements over the application of accounting principles and other items that could result in delay of the audit work or additional work. Exhibit B Budget and Fee Schedule Services shall be billed monthly for services performed in and amount not -to -exceed the following per fiscal year, unless agreed to in writing before the start of additional services. City of San Jacinto Comprehensive Cost Bid Cost for Cost for Cost for Cost for Cost for Fiscal Fiscal Fiscal Fiscal Fiscal Estimated Year Year Year Year Year Description of Services Hours 2007-2008 2008-2009 2009-2010 2009-2010 2010-2011 1. City of San Jacinto 204 $ 18,180 $ 19,089 $ 20,043 $ 21,045 $ 22,097 2. City of San Jacinto Redevelopment Agency 112 $ 10,280 $ 10,794 $ 11,334 $ 11,901 $ 12,496 3. Single Audit (assuming 1 major program)* 56 $ 4,760 $ 4,998 $ 5,248 $ 5,510 $ 5,786 4. State Controllers Report - City 23 $ 2,385 $ 2,504 $ 2,629 $ 2,760 $ 2,898 5. State Controllers Report - Agency 14 $ 1,470 $ 1,544 $ 1,621 $ 1,702 1,787 6. TASIN Audit 28 $ 2,660 $ 2,793 $ 2,933 $ 3,080 $ 3,234 7. Management Letter 4 $ 475 $ 499 $ 524 $ 550 578 8. Preparation of the City's Financial Statements 60 $ 5,700 $ 5,985 $ 6,284 $ 6,598 $ 6,928 Total for Fiscal Year (not -to -exceed) 501 $ 45,910 $ 48,206 $ 50,616 $ 53,146 $ 55,804 HOURLY RATES OF THE FIRM'S EMPLOYEES: 2007- 2008- 2009- 2009- 2010- 2008 2009 2010 2010 2011 $ $ $ $ $ Partner 210 215 220 225 230 Manager 185 190 195 200 205 Supervisor 165 170 175 180 185 Senior 140 145 150 155 160 Staff 95 100 105 110 115 Paraprofessional 75 80 85 90 95 *Assuming one major program. Additional work, if required, shall be billed at the following hourly rates: DRAFT — FOR DISCUSSION PURPOSES ONLY City of San Jacinto, City Council San Jacinto, CA Dear City Council Members: , 2007 We are pleased to confirm our understanding of the services we are to provide the City of San Jacinto (the City) for the year ended June 30, 2007. We will audit the financial statements of the governmental activities, the business -type activities, each major fund, and the aggregate remaining fund information, which collectively comprise the basic financial statements, the City as of and for the year ended June 30, 2007. Accounting standards generally accepted in the United States provide for certain required supplementary information (RSI), such as management's discussion and analysis (MD&A), to accompany the City's basic financial statements. As part of our engagement, we will apply certain limited procedures to the City's RSI. These limited procedures will consist principally of inquiries of management regarding the methods of measurement and presentation, which management is responsible for affirming to us in its representation letter. Unless we encounter problems with the presentation of the RSI or with.procedures relating to it, we will disclaim an opinion on it. The following RSI is required by generally accepted accounting principles and will be subjected to certain limited procedures, but will not be audited: 1. Management's discussion and analysis, 2. Budgetary comparison schedules 3. GASB-required supplementary pension information Supplementary information other than RSI, such as combining and individual fund financial statements, also accompanies the City's basic financial statements. We will subject the following supplementary information to the auditing procedures applied in our audit of the basic financial statements and will provide an opinion on it in relation to the basic financial statements: 1. Combining individual fund financial statements and schedules 2. Schedule of expenditures of federal awards, if applicable The document may also include references to the following additional information that will not be subject to the auditing procedures applied in our audit of the financial statements, and for which our auditor's report will disclaim an opinion, if applicable. 1. Transmittal letter 2. Statistical section Page 2 Audit Objectives The objective of our audit is the expression of opinions as to whether your basic financial statements are fairly presented, in all material respects, in conformity with U.S. accounting principles generally accepted in the United States of America and to report on the fairness of the additional information referred to in the first paragraph when considered in relation to the basic financial statements taken as a whole. The objective also includes reporting on: • Internal control related to the financial statements and compliance with laws, regulations, and the provisions of contracts or grant agreements, noncompliance with which could have a material effect on the financial statements in accordance with Government Auditing Standards. • Internal control related to major programs and an opinion (or disclaimer of opinion) on compliance with laws, regulations, and the provisions of contracts or grant agreements that could have a direct and material effect on each major program in accordance with the Single Audit Act Amendments of 1996 and OMB Circular A-133, Audits of States, Local Governments, and Non -Profit Organizations. The reports on internal control and compliance will each include a statement that the report is intended for the information and use of the audit committee, management, specific legislative or regulatory bodies, federal awarding agencies, and if applicable, pass -through entities and is not intended to be and should not be used by anyone other than these specified parties. Our audit will be conducted in accordance with U.S. generally accepted auditing standards; the standards for financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States; the Single Audit Act Amendments of 1996; and the provisions of OMB Circular A-133, and will include tests of accounting records, a determination of major program(s) in accordance with Circular A-133, and other procedures we consider necessary to enable us to express such an opinion and to render the required reports. If our opinion on the financial statements or the Single Audit compliance opinion is other than unqualified, we will fully discuss the reasons with you in advance. If, for any reason, we are unable to complete the audit or are unable to form or have not formed an opinion, we may decline to express an opinion or to issue a report as a result of this engagement. Management Responsibilities Management is responsible for establishing and maintaining internal controls, including monitoring ongoing activities; for the selection and application of accounting principles; for the fair presentation in the financial statements of the respective fmancial position of the governmental activities, the business type activities, each major fund, and the aggregate remaining fund information of the City and the respective changes in financial position and , where applicable, cash flows in conformity with U.S. generally accepted accounting principles; and for federal award program compliance with applicable laws and regulations and the provisions of contracts and grant agreements. Management is responsible for the basic financial statements and all accompanying information as well as representations contained therein. You are responsible for management decisions and functions. As part of the audit, we will prepare a schedule of expenditures of federal awards, and related notes. In accordance with Governmental Auditing Standards, you will be required to review and approve those fmancial statements prior to their issuance and have a responsibility to be in a position in fact and appearance to make an informed judgment on those financial statements. Further, you are required to designate a qualified management -level individual to be responsible and accountable for overseeing our services. Page 3 Management is responsible for making all financial records and related information available to us, including any significant vendor relationships in which the vendor has the responsibility for program compliance and for the accuracy and completeness of that information. Management's responsibilities include adjusting the financial statements to correct material misstatements and for confuuiing to us in the representation letter that the effects of any uncorrected misstatements aggregated by us during the current engagement and pertaining to the latest period presented are immaterial, both individually and in the aggregate, to the financial statements taken as a whole. You are responsible for the design and implementation of programs and controls to prevent and detect fraud, and for informing us about all known or suspected fraud or illegal acts affecting the government involving (1) management, (2) employees who have significant roles in internal control, and (3) others where the fraud or illegal acts could have a material effect on the financial statements. Your responsibilities include informing us of your knowledge of any allegations of fraud or suspected fraud affecting the government received in communications from employees, former employees, grantors, regulators, or others. In addition, you are responsible for identifying and ensuring that the entity complies with applicable laws, regulations, contracts, agreements, and grants. Additionally, as required by OMB Circular A-133, it is management's responsibility to follow up and take corrective action on reported audit findings and to prepare a summary schedule of prior audit findings and a corrective action plan. The summary schedule of prior audit findings should be available for our review at the commencement of the audit. Management is responsible for establishment and maintenance of a process for tracking the status of audit findings and recommendations. Management is also responsible for identifying for us previous audits or other engagements or studies related to the objectives discussed in the Audit Objectives section of this letter. This responsibility includes relaying to us corrective actions taken to address significant findings and recommendations resulting from those audits or other engagements or studies. You are also responsible for providing management's views on our current findings, conclusions, and recommendations, as well as your planned corrective actions, and the timing and format thereto. Audit Procedures —General An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements; therefore, our audit will involve judgment about the number of transactions to be examined and the areas to be tested. We will plan and perform the audit to obtain reasonable rather than absolute assurance about whether the financial statements are free of material misstatement, whether from (1) errors, (2) fraudulent financial reporting, (3) misappropriation of assets, or (4) violations of laws or governmental regulations that are attributable to the entity or to acts by management or employees acting on behalf of the entity. Because the determination of abuse is subjective, Government Auditing Standards do not expect auditors to provide reasonable assurance of detecting abuse. Because an audit is designed to provide reasonable, but not absolute assurance and because we will not perform a detailed examination of all transactions, there is a risk that material misstatements or noncompliance may exist and not be detected by us. In addition, an audit is not designed to detect immaterial misstatements or violations of laws or governmental regulations that do not have a direct and material effect on the basic financial statements or major programs. However, we will inform you of any material errors and any fraudulent financial reporting or misappropriation of assets that come to our attention. We will also inform you of any violations of laws or governmental regulations that come to our attention, unless clearly inconsequential. We will include such matters in the reports required for a Single Audit. Our responsibility as auditors is limited to the period covered by our audit and does not extend to matters that might arise during any later periods for which we are not engaged as auditors. Page 4 Our procedures will include tests of documentary evidence supporting the transactions recorded in the accounts, and may include tests of the physical existence of inventories, and direct confirmation of receivables and certain other assets and liabilities by correspondence with selected individuals, creditors, and financial institutions. We will request written representations from your attorneys as part of the engagement, and they may bill you for responding to this inquiry. At the conclusion of our audit, we will also require certain written representations from you about the financial statements and related matters. Audit Procedures —Internal Controls Our audit will include obtaining an understanding of the entity and its environment, including internal control, sufficient to assess the risks of material misstatement of the financial statements and to design the nature, timing, and extent of further audit procedures. Tests of controls may be performed to test the effectiveness of certain controls that we consider relevant to preventing and detecting errors and fraud that are material to the financial statements and to preventing and detecting misstatements resulting from illegal acts and other noncompliance matters that have a direct and material effect on the financial statements. Our tests, if performed, will be less in scope than would be necessary to render an opinion on internal control and, accordingly, no opinion will be expressed in our report on internal control issued pursuant to Government Auditing Standards. As required by OMB Circular A-133, we will perform tests of controls to evaluate the effectiveness of the design and operation of controls that we consider relevant to preventing or detecting material noncompliance with compliance requirements applicable to each major federal award program. However, our tests will be less in scope than would be necessary to render an opinion on those controls and, accordingly, no opinion will be expressed in our report on internal control issued pursuant to OMB Circular A-133. An audit is not designed to provide assurance on internal control or to identify significant deficiencies. However, we will communicate to management and those charged with governance internal control related matters that are required to be communicated under professional standards, Government Auditing Standards, and OMB Circular A-133. Audit Procedures —Compliance As part of obtaining reasonable assurance about whether the financial statements are free of material misstatement, we will perform tests of the City's compliance with applicable laws and regulations and the provisions of contracts and agreements, including grant agreements. However, the objective of those procedures will not be to provide an opinion on overall compliance and we will not express such an opinion in our report on compliance issued pursuant to Government Auditing Standards. OMB Circular A-133 requires that we also plan and perform the audit to obtain reasonable assurance about whether the auditee has complied with applicable laws and regulations and the provisions of contracts and grant agreements applicable to major programs. Our procedures will consist of the applicable procedures described in the OMB Circular A-133 Compliance Supplement for the types of compliance requirements that could have a direct and material effect on each of the major programs. The purpose of those procedures will be to express an opinion on the compliance with requirements applicable to major programs in our report on compliance issued pursuant to OMB Circular A-133. Audit Administration, Fees, and Other We understand that your employees will prepare all cash, accounts receivable, or other confirmations we request and will locate any invoices selected by us for testing. At the conclusion of the engagement we will complete the appropriate sections of and sign the Data Collection Form that summarizes our audit findings. We will provide copies of our reports; however, it is management's Page 5 responsibility to submit the reporting package (including financial statements, schedule of expenditures of federal awards, summary schedule of prior audit findings, auditors' reports, and a corrective action plan) along with the Data Collection Form to the designated federal clearinghouse and, if appropriate, to pass -through entities. The Data Collection Form and the reporting package must be submitted within the earlier of 30 days after receipt of the auditors' reports or nine months after the end of the audit period, unless a longer period is agreed to in advance by the cognizant or oversight agency for audits. At the conclusion of the engagement, we will provide information to management as to where the reporting packages should be submitted and the number to submit. The audit documentation for this engagement is the property of Vavrinek, Trine, Day & Co., LLP, and constitutes confidential information. However, pursuant to authority given by law or regulation, we may be requested to make certain audit documentation available to the City's Federal Oversight Agency for Audit or its designee, a federal agency providing direct or indirect funding, or the U.S. Government Accountability Office for purposes of a quality review of the audit, to resolve audit findings, or to carry out oversight responsibilities. We will notify you of any such request. If requested, access to such audit documentation will be provided under the supervision of Vavrinek, Trine, Day & Co., LLP personnel. Furthermore, upon request, we may provide copies of selected audit documentation to the aforementioned parties. These parties may intend, or decide, to distribute the copies or information contained therein to others, including other governmental agencies. The audit documentation for this engagement will be retained for a minimum of seven years after the report release or for any additional period requested by the Oversight Agency for Audit. If we are aware that a federal awarding agency, pass -through entity, or auditee is contesting an audit finding, we will contact the party/(ies) contesting the audit finding for guidance prior to destroying the audit documentation. Our fee for these services will be at our standard hourly rates and within the terms as specified in the Agreement For Professional Audit Services dated . Our standard hourly rates vary according to the degree of responsibility involved and the experience level of the personnel assigned to your audit. Our invoices for these fees will be rendered each month as work progresses and are payable on presentation. In accordance with our firm policies, work may be suspended if your account becomes 90 days or more overdue and may not be resumed until your account is paid in full. If we elect to terminate our services for nonpayment, our engagement will be deemed to have been completed upon written notification of termination, even if we have not completed our report. You will be obligated to compensate us for all time expended and to reimburse us for all out-of-pocket costs through the date of termination. The above fee is based on anticipated cooperation from your personnel and the assumption that unexpected circumstances will not be encountered during the audit. If significant additional time is necessary, we will discuss it with you and arrive at a new fee estimate before we incur the additional costs. Hold Harmless Clause Any costs incurred by Auditor for legal and/or court actions related to the engagement for those services required pursuant to this Agreement, such as subpoenas, testimony or consultation involving private litigation, arbitration or government regulatory inquiries and resulting from written request or lawful subpoena, will be paid at the rates agreed to by the City as defined by the rates for additional services in the Agreement For Professional Audit Services dated Legal Costs Clause The City shall hold harmless and indemnify the Auditor from any liability, damages and legal costs sustained by Auditor for the limited event that any written representation from the City provided to Auditor shall be found to be false. Page 6 Jury Waiver Clause In the unlikely event that differences concerning our services or fees should arise that are not resolved by mutual agreement, we both recognize that the matter will probably involve complex business or accounting issues that would be decided most equitably to us both by a judge hearing the evidence without a jury. Accordingly, you and we agree to waive any right to a trial by jury in any action, proceeding, or counterclaim arising out of our services and fees for this engagement. Government Auditing Standards require that we provide you with a copy of our most recent external peer review report and any letter of comment, and any subsequent peer review reports and letters of comment received during the period of the contract. Our 2005 peer review report accompanies this letter. We appreciate the opportunity to be of service to the City and believe this letter accurately summarizes the significant terms of our engagement. If you have any questions, please let us know. If you agree with the terms of our engagement as described in this letter, please sign the enclosed copy and return it to us. Very truly yours, Kevin T. Pulliam of Vavrinek, Trine, Day & Co., LLP KTP:mcr 070073 RESPONSE: This letter correctly sets forth the understanding of the City of San Jacinto. By: Title: AGENDA REGULAR MEETING of the SAN JACINTO REDEVELOPMENT AGENCY of the CITY OF SAN JACINTO JULY 5, 2007 Immediately Following the Regular City Council Meeting San Jacinto Unified School District Board Room 2045 South San Jacinto Avenue, San Jacinto, California ORGANIZATION 1.1 Call to Order 1.2 Roll Call 2. PUBLIC COMMENTS Now is the time for the public to address the Agency on any subject not listed on the agenda. Any person may address the Agency on any subject pertaining to Redevelopment Agency business not listed on the Agenda during this portion of the Meeting. A limitation of three (3) minutes shall be set for each person desiring to address the Agency Directors. 3. CONSENT CALENDAR The matters listed under Consent Calendar are considered routine and will be enacted by one motion by Agency Members in the form listed. There will be no separate discussion on these items prior to the motion unless members of the Redevelopment Agency, staff or the public requests a specified item be removed and/or discussed. If an item is pulled, it will be heard at the end of number '5. Staff Reports.' 3.1 June 20, 2007, RDA Minutes (regular) / Approve / Agency Secretary 4. PUBLIC HEARING 5. STAFF REPORTS At the end of the scheduled City Department items, anyone wishing to discuss a consent calendar item should come forward upon invitation of the Chairman; state their name, address, and the consent calendar item number pulled. Speakers should limit comments to three (3) minutes. 6. CHAIRPERSON / MEMBER REPORTS / DISCUSSIONS Redevelopment Agency Agenda July 5, 2007 Page 2 of 2 7. OPEN SESSION ANNOUNCEMENTS CLOSED SESSION 8. ADJOURNMENT It is the intention of the City of San Jacinto to comply with the Americans with Disabilities Act (ADA) in all respects. If, as an attendee or a participant at this meeting, or in meetings on a regular basis, you will need special assistance beyond what is normally provided, the City will attempt to accommodate you in every reasonable manner. Please contact City Hall at (951) 537-6358, at least 48-hours prior to the meeting to inform us of your particular needs and to determine if accommodation is feasible. If you challenge any action of the Redevelopment Agency Board in court, you may be limited to raising only those issues you or someone raised at the public hearing described in this notice, or in written correspondence delivered to the Redevelopment Agency (c/o Redevelopment Secretary) at, or prior to, the public hearing. I, Dorothy L. Chouinard, Secretary of the San Jacinto Redevefopment Agency, do hereby cert that I caused to 6e posted the foregoing agenda the 29th day of June, 2007, as required 6y raw. Dorothy L. Chouinard, Agency Secretary MINUTES REGULAR MEETING of the SAN JACINTO REDEVELOPMENT AGENCY of the CITY OF SAN JACINTO JUNE 20, 2007, 9:35 P.M. San Jacinto Unified School District Board Room 2045 South San Jacinto Avenue, San Jacinto, California 1. ORGANIZATION 1.1 Call to Order Chairman Jim Ayres called the meeting of the San Jacinto Redevelopment Agency to order at 9:35 p.m. 1.2 Roll Call Present: Jim Ayres, Chris Carlson, John Mansperger, Robert Ritchie, Dale Stubblefield Absent: None 2. PUBLIC COMMENTS None 3. CONSENT CALENDAR 3.1 June 7, 2007, RDA Minutes (regular) / Approve / Agency Secretary M/S/C (Mansperger / Ritchie) moved to approve the Consent Calendar with the correction of adding Council Member Ritchie to the role call. Motion carried 4/0. Ayes: Mansperger, Ritchie Stubblefield, Ayres Nays: None Absent: None Abstain: Carlson 4. PUBLIC HEARING None 5. STAFF REPORTS Redevelopment Agency Agenda June 20, 2007 Page 2of2 5.1 Two applications for Facade Enhancement Program — 165 and 175 Wet Fifth Street and 318 and 326 South Pico Avenue / Approve $150,000 to pay Agency's share and authorize executive director to execute program documents / Redevelopment Operations Manager Redevelopment director Pasarow gave the staff report. M/S/C (Carlson / Stubblefield) moved to approve Agenda Item 5.1 with direction to have staff add window treatments and landscaping and bring back for review. Motion carried 4/0. Ayes: Carlson, Mansperger, Ritchie Stubblefield, Ayres Nays: None Absent: None Abstain: None 6. CHAIRPERSON / MEMBER REPORTS / DISCUSSIONS 7. OPEN SESSION ANNOUNCEMENTS CLOSED SESSION 8. ADJOURNMENT With no further business before the board, chairman Ayres adjourned the meeting at 9:35 p.m. San Jacinto Redevelopment Agency ATTEST: Dorothy L. Chouinard, Agency Secretary By Jim Ayres, Chairman Approved as read: Approved as amended: 6 0 ri 4 a SAN JACINTO AVE JORDAN AVE 1 H PICO AVE H H MISTLETOE AVE ilf \A11/"/ H H ATHOL ST cn H H OPf,i01V.4,:g*A4TPA, . I, HEWITT ST gmm,r,oprigivuo,.. *RR minvnwaRtfatRemmomarg,,,, .... .. • ,,, ALESSANDRO AVE ITAITglar VERNON AVE ANDREWS AVE SOBOBA AVE ROSARIO AVE lurammth-maged XTE CAMINO LDS- BANOS . _ T I ... I ... XTVM3CIIS ONIISIX3 NiVM3CIIS AA3N r— m rn • 4. TO: Dorothy L. Chouinard, City Clerk Enclosure: Staff Report for C-C__ Meeting of 7 3 -C,-) [CC or RDA] L L. (name — brief description) Consent Calendar Item Public Hearing Item: Notice required yes no Copy attached yes no Published (date(s)) Notices sent (date(s) City Departments Item Attachments include (this needs to match the attachment list in the Staff Report: A. B. C. Other: Please provide a fully executed copy of documents to: Please record and return conformed copy Your IMMEDIATE attention is necessary Comments: Name of person that will be presenting item at the meeting S-SN?X-- DATE: O.? SS [Nam---br Initials], [Title] S:\City Clerk\CC RPT 05\AGENDA Transmittal Form.cloc AGENDA ITEM July 5, 2007 TO: The Honorable Mayor and Members of the City Council FROM: Bernie Simon, Finance Director SUBJECT: Proposed Resolution No. for LLPD #1 Fiscal Year 2007-2008 Annual Levy of Assessments RECOMMENDATION: Staff recommends that the City Council, by motion, approve and adopt Resolution No. Declaring the City's Intention to Levy and Collect Assessments within LLPD #1 for Fiscal Year 2007-2008 and Giving Notice of and Setting the Time and Place of the Hearing on the Levy of the Proposed Assessment. DISCUSSION: The Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the Streets and Highways Code, requires that the City annually adopt an engineering report substantiating the need for the levy and assessment, set a public hearing date to accept any public testimony and set the assessments for next fiscal year. The amount of the levy on each parcel will remain the same as it was for fiscal year 2006-2007. Articles XIIIC and XIID of the California Constitution require a vote of the residents of the district in order to increase the assessments. It is anticipated that the cost of the district will exceed the costs recovered from the levy of assessments. The estimated fiscal year 2007-2008 cost includes a subsidy of approximately $275,953 from the General Fund in order to continue the current level of service to the district. Funding of any subsidy would be subject to availability of funds. The adoption of this resolution is required in the annual legal procedure to continue the assessment of properties in LLPD #1. Page 1 of 2 FISCAL IMPACT: There is no impact by this action. This action accepts the Engineer's report and sets the City Council meeting of July 19, 2007, as the date of the public hearing to set the assessments. ATTACHMENTS: Resolution No. Engineer's Report for Fiscal Year 2007-2008 Page 2 of 2 STATE OF CALIFORNIA ) COUNTY OF RIVERSIDE)ss CITY OF SAN JACINTO ) RESOLUTION NO. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN JACINTO, CALIFORNIA, DECLARING ITS INTENTION TO LEVY AND COLLECT ASSESSMENTS WITHIN LANDSCAPING, LIGHTING AND PARK DISTRICT NO. 1 (LLPD #1) FOR FISCAL YEAR 2007-2008 AND GIVING NOTICE OF AND SETTING THE TIME AND PLACE OF THE HEARING ON THE LEVY OF THE PROPOSED ASSESSMENT (FY 2007-2008 LLPD #1 ANNUAL LEVY) WHEREAS, on June 16, 1992 the City Council of the City of San Jacinto, ("City") authorized the formation of Landscaping, Lighting and Park District No. 1 (the "District") pursuant to the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the Streets and Highways Code (the "Act"), for the maintenance and servicing of street lights, landscaping, parkways and median islands; and WHEREAS, in November 1996 the voters of the State of California passed Proposition 218 which added Articles XIIIC and XIIID to the California Constitution requiring, among other things, new procedures for the approval of the levying of assessments against real property; and WHEREAS, Article XIIID of the California Constitution requires that assessments comply with stated procedural and approval provision by July 1, 1997, unless an assessment district meets certain exemptions as set forth in Section 5 of the Article which exemptions include the following: "(a) any assessment imposed exclusively to finance the capital costs or maintenance and operation expenses for sidewalks, streets, sewers, water, flood control, drainage system or vector control." "(b) any assessment imposed pursuant to a petition signed by the persons owning all of the parcels subject to the assessment at the time the assessment is initially imposed;" and WHEREAS, the District assessments proposed for the 2007-2008 Fiscal Year are exempt from Proposition 218 because the assessments either general revenue for the operation and maintenance of street and highways, all expenditures there under qualifying as street maintenance as defined by the State of California or they were approved by petition of the property owners when the assessments were originally imposed; and Page 1 of 3 WHEREAS, the Act also requires that the City comply with certain procedural and approval procedures before levying its annual assessments under an existing assessment district; and WHEREAS, the adoption of this Resolution, among other things, is required in order to levy the proposed assessments for Fiscal Year 2007-2008 for the District; and WHEREAS, by said Resolution the City Council ordered John Friedrich, RCE, the person designated by this Council as the Engineer of Work for the District to file a report with the City Clerk in accordance with the Act; and WHEREAS, Mr. Friedrich has filed such report with the City Clerk, and such report has been presented to and was considered by the City Council. NOW THEREFORE, BE IT RESOLVED, determined and ordered by the City Council of the City of San Jacinto, California as follows: Section 1. The City Council hereby declares that it is its intention to levy and collect assessments for the District during the Fiscal Year 2007- 2008 pursuant to the Act. The area to be assessed is located in the City of San Jacinto, Riverside County, California. The boundaries of the District are described in Exhibit A attached hereto. Section 2. Section 3. Section 4. Section 5. The purpose of the District is for maintenance and servicing of landscaping, irrigation, parkways, medians and street lighting. The report filed by Mr. Friedrich which is on file with the City Clerk and which has been considered by the City Council at the meeting at which this Resolution has been adopted, is hereby accepted. All interested persons are referred to that report for a full and detailed description of the work, the boundaries of the proposed assessment district, and the proposed assessments upon assessable lots and parcels of land with the District. The Fiscal Year 2007-2008 assessments in each benefit zone within Landscaping, Lighting and Park District No. 1 are the same as the Fiscal Year 2006-2007 assessments. On Thursday, July 19, 2007, at the hour of 7:00 p.m. or as soon thereafter, during the course of its regularly scheduled meeting, the City Council will conduct a public hearing on the question of the levy of the proposed annual assessment. The hearing will be held at the San Jacinto Unified School District Board Room as 2045 South San Jacinto Avenue, San Jacinto, California. Page 2 of 3 Section 6 The City Clerk shall give notice of the time and place of said hearing by publishing a copy of this Resolution once in the Hemet News not less than 10 days before the date of the hearing. Section 7. This Resolution is adopted pursuant to Section 22622 of the Streets and Highways Code. APPROVED AND ADOPTED this 5th day of July, 2007, by the following vote: Ayes: Nays: Absent: Abstain: Attest: Dorothy L. Chouinard, City Clerk APPROVED AS TO FORM: Best, Best, and Krieger, LLP City Attorney, City of San Jacinto City of San Jacinto by Dale Stubblefield, Mayor Page 3 of 3 ENGINEER'S REPORT Annual Update LANDSCAPING, LIGHTING AND PARK DISTRICT NO. 1 Fiscal Year 2007-08 CITY OF SAN JACINTO July 5, 2007 TABLE OF CONTENTS INTRODUCTION BOUNDARIES OF DISTRICT IMPROVEMENTS 3 4 Landscaping, Parks and Street Trees 4 Street Lights and Traffic Signals 5 MAINTENANCE ESTIMATE 6 METHOD OF APPORTIONMENT 7 Zones 9 Landscape Zone - Zone A 9 Street Lighting Zone - Zone B 9 Park Zone - Zone D 10 Citywide Street Tree Zone - Zone E 10 ASSESSMENT FORMULA 11 Table - Assessment Formula Using Assessment Unit (AU) Method 13 Examples 18 ASSESSMENT ROLL APPENDIX - EXHIBITS EXHIBIT "A" - Boundary Map with Landscaping, Street Light and Park Zones EXHIBIT "B" - List of Parcels That Will Receive Park Assessments Due to One Hundred Percent (100%) Petition at the Time They Were Developed EXHIBIT "C" - Assessment Roll (Under Separate Cover) Engineer's Report — LLPD No. 1 — FY 2007-08 TOC 21 INTRODUCTION Pursuant to the order of the City Council of the City of San Jacinto, this report is prepared in compliance with the requirements of Article 4, Chapter 1, Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the Streets and Highways Code of the State of California. This report presents the engineering analysis for the 2007-08 Fiscal Year for the district known as: LANDSCAPING, LIGHTING, AND PARK DISTRICT NO. 1 CITY OF SAN JACINTO (Hereinafter referred to as "District"). This District, by special benefit assessments, provides funding for the installation, operation, maintenance and servicing of street lights and traffic signals (including the maintenance of appurtenant horizontal and vertical surfaces); the installation, maintenance and servicing of landscaped areas (parkways, medians, etc.); the installation, operation, maintenance and servicing of municipal parks; and the installation and maintenance of street trees on a citywide basis; all of which are located on public land, in public rights -of -way, or in landscaping easement in the City of San Jacinto. In November of 1996, the voters of California passed Proposition 218 which added Articles XIIIC and XIIID to the California Constitution. These new Constitutional provisions affect the procedural and approval requirements for the levy of assessments. Among other things, the new requirements provide that assessed parcels of real property must receive a special benefit from assessments. Assessments are also subject to new majority protest requirements. These new requirements apply, unless an assessment district meets certain exemptions set forth in Proposition 218. The following assessments are exempt from the procedures and approval process of Article XIIID of the California Constitution; A. Any assessment imposed exclusively to finance the capital costs or maintenance and/or operation expenses for sidewalks, streets, sewers, water, flood control, drainage systems or vector control; or B. Any assessment imposed pursuant to a petition signed by the persons owning all of the parcels subject to the assessment at the time the assessment is initially imposed. Zone A (A-1, A-2 and A-3), Zone B and Zone E of the City of San Jacinto Landscaping, Lighting and Park District No. 1 qualify as an existing assessment exempt under exemption "A" described above. This conclusion has been reached using the definitions provided by the Office of the Controller for the State of California and the Guidelines Relating Gas Tax Expenditures published by the division of local government affairs. Under this definition, street improvements include, but are not limited to, such things as street lighting and parkway and median landscaping. Engineer's Report — LLPD No. 1 — FY 2007-08 Zone D park maintenance assessments within City of San Jacinto Landscaping, Lighting and Park District No. 1 also qualify as an existing assessment exempt under exemption "B" described above in that the assessment district was originally formed and the assessment imposed pursuant to the district was consented to by all of the persons owning all of the parcels subject to the assessment at the time the assessment was initially imposed. The language of Articles XIIIC and XIIID will undoubtedly be subject to future legislation and court decisions in order to clarify the specific intent of these new Constitutional provisions. At the time that this report was prepared no such legislation or judicial guidance existed with regard to determining how the property owner consent exemption would apply. However, the drafter of these provisions, the Howard Jarvis Taxpayers Association, has stated that it intended to exempt from the procedural and approval requirements those assessments being re -levied on an annual basis under an existing assessment district so long as the assessments are not increased. The proposed assessments for the 2007-08 Fiscal Year for Landscaping, Lighting and Park District No. 1 fall within this exemption because they are merely the annual levy for assessments previously consented to by property owners. Section 22573, Landscaping and Lighting Act of 1972, requires assessments to be levied according to benefit rather than according to assessed value. The section states: "The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated special benefits to be received by each such lot or parcel from the improvements. The determination of whether or not a lot or parcel will benefit from the improvements shall be made pursuant to the Improvement Act of 1911 (Division 7 commencing with Section 5000) [of the Streets and Highways Code, State of California]." The 1972 Act also provides for the classification of various areas within an assessment district into different zones where, "by reason of variations in the nature, location and extent of the improvements, the various areas will receive differing degrees of benefit from the improvements. A zone shall consist of all territory which will receive substantially the same degree of benefit from the improvements." An assessment district may consist of contiguous or noncontiguous areas. Although Proposition 218 mandates that parcels owned by public agencies be assessed if they receive special benefit from the improvements being serviced and maintained by the assessments; under the exemptions stated above, properties owned by public agencies, such as city, county, state, federal government, or board -governed special districts, are not assessed. Engineer's Report — LLPD No. 1 — FY 2007-08 2 BOUNDARIES OF DISTRICT The boundary of the District is completely within the City limits of the City of San Jacinto and is shown on the Boundary Map (on file in the office of the City Clerk at the City Hall of San Jacinto as Exhibit "A"). Exhibit "A" serves as the assessment diagram for the District and is hereby made a part of this report by reference. All parcels of real property included within the District are described in detail on maps on file in the Riverside County Assessor's office. A copy of Exhibit "A" is included in the Appendix to this report. Lots and parcels within Landscaping, Lighting and Park District No. 2, a Proposition 218 assessment district formed in April, 2002 and subsequent annexations thereto, that are within the boundary of Landscaping , Lighting and Park District No. 1 are excluded from Landscaping, Lighting and Park District No. 1. Engineer's Report — LLPD No. 1 — FY 2007-08 3 IMPROVEMENTS The facilities and items of servicing and maintenance included within the District are as follows: LANDSCAPING, PARKS AND STREET TREES A map showing the location of all landscaping sub -zones and park maintenance areas within the District, is on file at City Hall with the City Clerk of the City of San Jacinto and is made a part of this report by reference (on file in the office of the City Clerk at the City Hall of San Jacinto as Exhibit Servicing means the furnishing of: 1. Water for the irrigation of any landscape, park improvement or street trees, the operation of any fountains, or the maintenance of any other appurtenant improvements. 2. Electric current or energy, gas, or other illuminating agent for any public lighting facilities or for the lighting or operation of any other improvement. Maintenance means the furnishing of services and materials for the ordinary and usual maintenance, operation and servicing of any improvement, including: 1. Installation, repair, removal or replacement of all or any part of any landscape, park improvement or street trees, including turf, shrub and tree plantings, statuary, fountains, other ornamental structures, lights, electrical systems, playground equipment, playcourts, paving, curbs, gutters, sidewalks, and public restrooms. 2. Removal of graffiti by washing, painting, grinding, sanding or other usual means. 3. Providing for the life, growth, health and beauty of landscaping and street trees, including cultivation, irrigation, trimming, spraying, fertilizing, or treating for disease or injury. 4. The removal of trimmings, rubbish, debris and other solid waste. 5. Land preparation which may be necessary for installation, repair or replacement of landscape, park improvements or street trees, including grading, leveling, cutting and filling, sod, irrigation systems, sidewalks and drainage. Engineer's Report — LLPD No. 1 — FY 2007-08 4 STREET LIGHTS AND TRAFFIC SIGNALS A map showing the location of all street lights within the District, is on file at City Hall with the City Clerk of the City of San Jacinto and is made a part of this report by reference (on file in the office of the City Clerk at the City Hall of San Jacinto as Exhibit "A"). Servicing means the furnishing of electric current or energy, gas or other illuminating agent for public street lighting and traffic signal facilities. Maintenance means the furnishing of services and materials for the ordinary and usual installation, maintenance, operation and servicing of any improvement, including repair, removal, or replacement of all or any part of a component of the street lighting system, traffic signal system, or appurtenant horizontal or vertical surfaces (including graffiti removal). Engineer's Report — LLPD No. 1 — FY 2007-08 5 CITY OF SAN JACINTO LANDSCAPING, LIGHTING AND PARK DISTRICT No. 1 MAINTENANCE ESTIMATE 2007-2008 FISCAL YEAR BENEFIT ZONES Landscaping Lighting Parks Street Trees Cost Item Cost Items A-1 A-2 A-3 B C D E Totals City-wide Soboba Springs Rancho San Jacinto Lights No Lights City-wide Personnel Services t $56,349 $10,355 $10,184 $24,278 -- $21,154 -- $122,321 Maintenance & Operations Supplies & Materials 2 -- -- -- 6,027 -- -- -- $6,027 Professional & Specialized Services 3 20,040 2,624 8,222 18,832 -- 111,334 -- $161,053 Repair & Maintenance 4 48,444 1,361 7,911 49,023 -- 15,321 -- $122,059 Contracts, Leases & Rents 5 50,669 16,503 35,792 53,455 -- -- -- $156,420 Utilities 6 82,494 11,407 102,236 115,974 -- 56,767 -- $368,877 Insurance & Bonds -- -- -- -- -- -- -- $0 Capital Outlays -- -- -- -- -- -- -- Interfund Payable to Water Fund 7 $0 Interfund Transfer (General Fund) 7 -- (4,077) (89,079) (26,303) -- (156,494) -- ($275,953) TOTALS $257,996 $38,173 $75,268 $241,286 $0 $48,081 $0 Amount per AU $34.76 $229.96 $77.00 $25.89 $0 $14.67 $0 TOTAL AMOUNT TO ASSESSMENT $660,805 Notes: 1. Personnel Services include salaries and fringe benefits. 2. Supplies and Materials include office supplies, uniforms and safety equipment, small tools, etc. 3. Professional and Specialized Services include assessment engineering, legal counsel, City administration and County Auditor fees. 4. Repair and Maintenance includes building and vehicle R&M, parts and supplies for landscaping, irrigation and mowing, and street light R&M. 5. Contracts, Leases and Rents include weekend restroom maintenance, landscape maintenance contracts, traffic signal maintenance provided by Riverside County/CALTRANS, and vertical surface maintenance (graffiti abatement). 6. Utilities include water, electricity, and street light maintenance provided by SCE and City of San Jacinto. 7. Subject to available funds. 6 METHOD OF APPORTIONMENT The net amount to be assessed upon lands within the District in accordance with this report is apportioned by a formula and method which fairly distributes the amount among all assessable lots or parcels in proportion to the estimated special benefit to be received by each lot or parcel from the improvements, namely the maintenance and servicing of public landscaping, lighting and park facilities within such District. The maintenance and servicing of public landscaping, lighting, park facilities and street trees installed and constructed in public places in the City of San Jacinto provides a special benefit which is received by each and every lot or parcel within the specified zones of benefit in the District. Landscaping and street trees within the District enhance the aesthetic appeal of parcels within the landscaping and street tree zones. Such landscaping improves erosion resistance and dust control. The streets within the District improve access to all lots or parcels assessed. Street lights improve ingress and egress, from such lots or parcels by illuminating access after sunset. Such street lights, by so improving ingress and egress, improve the security of such lots or parcels by improving the nighttime visibility of such lots or parcels and improve the access of emergency vehicles thereto and in the case of commercial lots or parcels, facilitate the opening and operation of business uses after sunset. The primary benefits of landscaping and street trees are as set forth below: l . Improved aesthetic appeal of nearby parcels. 2. Green space within the urban environment. 3. Enhances wind breaks. 4. Improved erosion resistance. 5. Improved dust control. 6. Tends to instill a sense of pride within the neighborhood. 7. The enhancement of the value of property which results from the foregoing benefits. The primary benefits of municipal parks are as set forth below: l . Designated sites where children may gather to play without danger from traffic. 2. Designated sites where adult, youth and family activities can take place (i.e., picnics, baseball and softball leagues, soccer leagues, other athletic activities, art festivals, animal shows and training, etc.) 3. Green space and open space within the urban environment. 4. Availability of public restrooms. Engineer's Report — LLPD No. 1 — FY 2007-08 7 5. The enhancement of the value of property which results from the foregoing benefits. The primary benefits of street lighting are for the convenience, safety, security and protection of property, property improvements and goods as set forth below: 1. Improvement to traffic circulation and reduction in nighttime accidents and attendant human misery and decrease in personal property loss. 2. The deterrence of crime and aid to police protection. 3. Promotion of business during nighttime hours. 4. Increased nighttime safety on roads and highways. 5. The improved ability of pedestrians and motorists to see, which helps people safely find their way. 6. Improved ingress and egress to lots and parcels. 7. Reduction in vandalism and other criminal acts, and reduced damage to improvements. 8. The enhancement to the value of property which results from the foregoing benefits. Engineer's Report — LLPD No. 1 — FY 2007-08 8 ZONES The 1972 Act provides for areas within a district to be classified into different zones of benefit. The City of San Jacinto Landscaping, Lighting and Park District No. 1 is divided into separate zones and sub -zones for financing landscaping, lighting and park improvements. The various zones and sub - zones are delineated on the Boundary Map (on file in the office of the City Clerk at the City Hall of San Jacinto as Exhibit "A"). 1. LANDSCAPE ZONE - ZONE A For the 2007-08 fiscal year, the Zone A landscaping zone is divided into three (3) benefit sub -zones. These sub -zones are labeled Exhibits A-1, A-2 and A-3 and are comprised of the areas described below: Total Number of Landscape Zone Description Parcels in Subzone Subzone A-1 - All parcels in the fully inhabited areas of San Jacinto approximately bounded by the San Jacinto River, the southerly City Limit, the northerly prolongation of Pine Avenue, De Anza Drive, the San Diego Aqueduct, and the northerly City Limit to the San Jacinto River; with the exception of Subzones A-2 and A-3; and excluding parcels in Landscaping, Lighting and Park District No. 2. Subzone A-2 - All parcels in the Soboba Springs (Village IV) Tract. Subzone A-3 - All parcels in the Rancho San Jacinto area. 2. STREET LIGHTING ZONE - ZONE B 6,629 174 1,009 For the 2007-08 fiscal year, the street lighting zone is divided into two (2) benefit zones. These zones are labeled Zone B (lighted areas) and Zone C (non -lit outlying areas). The number ofparcels within each zone is given below: Street Lighting Zone Description Zone B: Those parcels within the boundary of LLPD No. 1 that have street lights installed within close proximity or that are surrounded by areas that have street lights. Zone C: Those parcels within the boundary of LLPD No. 1 that have no street lights within a reasonable distance. These parcels are primarily in outlying areas with little or no population. Engineer's Report — LLPD No. 1 — FY 2007-08 9 Total Number of Parcels in Zone 7,701 522 3. PARK ZONE - ZONE D For the 2007-08 fiscal year, the park zone is comprised of a single citywide benefit zone designated as Zone D. The number of parcels within Zone D is given below: Zone D - Park Zone Description All parcels within the District that are included in existing residential uses (including apartments, condominiums, PUD's, mobilehome parks, recreational vehicle parks, etc.); commercial/industrial uses; and churches/fraternal organizations; and are included in petitions signed when they were developed. No vacant parcels are included. 4. CITYWIDE STREET TREE ZONE - ZONE E Total Number of Parcels in Zone 3,278 For the 2007-08 fiscal year, the citywide street tree zone is divided into two (2) benefit zones. These zones are labeled Zone E (populated areas) and Zone C (vacant or lightly populated outlying areas). Zone E and Zone B cover identical areas. Similarly, Zone C covers both non -lit areas as well as lightly populated areas. The number of parcels within each zone is given below: Street Tree Zone Description Zone E - Zone C - Those parcels within the boundary of LLPD No. 1 that will participate in the planned street tree instal- lation and maintenance program in populated areas. Those parcels within the boundary of LLPD No. 1 that are vacant or in lightly populated areas. These parcels are primarily in outlying areas. Engineer's Report — LLPD No. 1 — FY 2007-08 10 Total Number of Parcels in Zone 7,701 522 ASSESSMENT FORMULA The foiiuula used to calculate the amount spread to all parcels within the District for landscaping, street lighting, parks and street trees starts with the basic assessment unit (AU). The basic assessment unit is given a value of one (1) for a single- family residential parcel. From this base, the remaining parcels are related according to their equivalent benefit within each benefit zone or sub - zone. Zone A parcels are assessed for street landscaping separately in three (3) sub -zones. Zone B parcels are assessed for street lighting and Zone C parcels are not. Zone D residential and commercial/industrial parcels containing dwelling units or business establishments are assessed for municipal parks. Zone E parcels are assessed for the installation and maintenance of street trees and Zone C parcels are not. Vacant parcels (agricultural, residential or commercial/industrial) are assigned 0.5 AU for landscaping, street lighting and street trees because they have a partial benefit due to the overall enhancement of the area and to the increase in property value from the installation and/or maintenance and servicing of said public improvements. Vacant parcels are not assessed for park maintenance. Commercial/industrial and public utility parcels are assigned 3.0 AU per acre (1.0 AU minimum, 10.0 AU maximum) for landscaping, street lighting, parks and street trees based upon the fact that one acre of commercial/industrial property is the equivalent of three single family residences. Small residences (less than 1,000 square feet and/or less than 50 feet of frontage) (Land Use Code "RS") are assessed at a rate of 0.7 AU for landscaping and 1.0 AU for all other improvements because they are have the small frontage relative to landscaping but have the same benefit from street lights, park maintenance and street trees as other single-family residences. Condominiums and PUD's are assigned 0.9 AU for each type of maintenance because, although these units have most of the characteristics of a single family residence, they generally are somewhat smaller and have common areas and homeowner associations. Apartments and common unit condominiums are assigned 0.6 AU per apartment unit for landscape maintenance and 0.8 AU for each of the other types of indicated public improvement because apartment units are typically smaller than a single family residence. Mobilehomes are assigned 0.5 AU per mobilehome unit for landscaping and 0.7 AU for street lighting, parks and street trees because these units are generally smaller than single family residences or condominiums and are usually occupied by senior citizens who tend to benefit less from most of the indicated public facilities. Recreational vehicle (RV) parks (own or rental) are assessed at a rate of 0.3 AU for landscape maintenance and 0.7 AU for street lighting, and park and street tree maintenance for the same reasons cited for mobilehome parks, except that RV parks often have high vacancies, especially during the summer months. Railroad parcels are assessed 0.5 AU per acre (1.0 AU minimum, 5.0 AU maximum) for street lighting only because street lighting causes a reduction in vandalism on railroad property and increases safety at railroad crossings, but receive less benefit than does single a family residence because ofthe reduced activity on railroad tracks. Churches and fraternal organizations are assigned 0.5 AU per acre (1.0 AU minimum, 4.0 AU maximum) for each type of indicated public improvement because these parcels obtain benefit from each type of improvement, but at a reduced rate due to the periodic use of the property. Assessments by zone, if applicable, are additive. Engineer's Report — LLPD No. 1 — FY 2007-08 11 As the land use on any specific parcel changes from one fiscal year to the next, the assessment formula shall also change to reflect the change in land use. Engineer's Report — LLPD No. 1 — FY 2007-08 12 CITY OF SAN JACINTO LANDSCAPING, LIGHTING AND PARK DISTRICT NO. 1 ASSESSMENT FORMULA USING ASSESSMENT UNIT (AU) METHOD Land Use Code Land Use Zone A Landscaping Assessment Formula Zone B Lighting Assessment Formula Zone D Park Assessment Formula Zone E Street Tree Assessment Formula AA Agricultural Avocado Grove 0.5 AU per Parcel 0.5 AU per Parcel 0.0 AU per Parcel 0.5 AU per Parcel AC Agricultural Citrus Grove 0.5 AU per Parcel 0.5 AU per Parcel 0.0 AU per Parcel 0.5 AU per Parcel AD Agricultural Dairy 0.5 AU per Parcel 0.5 AU per Parcel 0.0 AU per Parcel 0.5 AU per Parcel AI Agricultural Irrigated Farm 0.5 AU per Parcel 0.5 AU per Parcel 0.0 AU per Parcel 0.5 AU per Parcel AL Agricultural Livestock 0.5 AU per Parcel 0.5 AU per Parcel 0.0 AU per Parcel 0.5 AU per Parcel AN Agricultural Non -Irrigated 0.5 AU per Parcel 0.5 AU per Parcel 0.0 AU per Parcel 0.5 AU per Parcel AO Agricultural - Other Crops 0.5 AU per Parcel 0.5 AU per Parcel 0.0 AU per Parcel 0.5 AU per Parcel AP Agricultural Poultry 0.5 AU per Parcel 0.5 AU per Parcel 0.0 AU per Parcel 0.5 AU per Parcel AR Agricultural Residential 1.0 AU per Residential Unit 1.0 AU per Residential Unit 1.0 AU per Residential Unit 1.0 AU per Residential Unit AS Agricultural w/Structures 0.5 AU per Parcel 0.5 AU per Parcel 0.0 AU per Parcel 0.5 AU per Parcel AV Agricultural Vineyard 0.5 AU per Parcel 0.5 AU per Parcel 0.0 AU per Parcel 0.5 AU per Parcel AY Agricultural Vacant 0.5 AU per Parcel 0.5 AU per Parcel 0.0 AU per Parcel 0.5 AU per Parcel Al Agricultural Other 0.5 AU per Parcel 0.5 AU per Parcel 0.0 AU per Parcel 0.5 AU per Parcel CA Apartments 0.6 AU per Parcel 0.8 AU per Parcel 0.8 AU per Parcel 0.8 AUper Parcel CF Churches, Fraternal Orgs. 0.5 AU per Acre (1.0 AU min, 4.0 AU max)(1.0 0.5 AU per Acre AU min, 4.0 AU max) 0.5 AU per Acre (1.0 AU min, 4.0 AU max) 0.5 AU per Acre (1.0 AU min, 4.0 AU max) Engineer's Report - LLPD No. 1 - FY 2007-08 13 ASSESSMENT FORMULA USING ASSESSMENT UNIT (AU) METHOD (Continued) Land Use Code Land Use Zone A Landscaping Assessment Formula Zone B Lighting Assessment Formula Zone D Park Assessment Formula Zone E Street Tree Assessment Formula CL Commercial/Industrial on Leased Land 3.0 AU per Acre (1.0 AU min, 10.0 AU max) 3.0 AU per Acre (1.0 AU min, 10.0 AU max) 3.0 AU per Acre (1.0 AU min, 10.0 AU max) 3.0 AU per Acre (1.0 AU min, 10.0 AU max) CR Commercial w/Residences 1.0 AU per Residential Unit 1.0 AU per Residential Unit 1.0 AU per Residential Unit 1.0 AU per Residential Unit CY Commercial Vacant 0.5 AU per Parcel 0.5 AU per Parcel 0.0 AU per Parcel 0.5 AU per Parcel Cl Commercial/Industrial 3.0 AU per Acre (1.0AUmin, 10.0AU max) 3.0 AU per Acre (1.0AUmin, 10.0AU max) 3.0 AU per Acre (1.0AUmin, 10.0AU max) 3.0 AU per Acre (1.0AUmin, 10.0AU max) EP Exempt Public Property Exempt Exempt Exempt Exempt HO Homeowner's Assn, Open Space Exempt Exempt Exempt Exempt MF Mobilehome Legal Foundation 0.5 AU per MH Parcel 0.7 AU per MH Parcel 0.7 AU per MH Parcel 0.7 AU per MH Parcel ML Mobilehome, Leased Lot 0.5 AU per MH Parcel 0.7 AU per MH Parcel 0.7 AU per MH Parcel 0.7 AU per MH Parcel MO Mobilehome Assessed 0.5 AU per MH Parcel 0.7 AU per MH Parcel 0.7 AU per MH Parcel 0.7 AU per MH Parcel MP Mobilehome Rental/Lease Lot 0.5 AU per MH Parcel 0.7 AU per MH Parcel 0.7 AU per MH Parcel 0.7 AU per MH Parcel MR Mobilehome Lot Only 0.5 AU per MH Parcel 0.7 AU per MH Parcel 0.7 AU per MH Parcel 0.7 AU per MH Parcel MT Mobilehome - Transient 0.3 AU per MH Parcel 0.5 AU per MH Parcel 0.5 AU per MH Parcel 0.5 AU per MH Parcel MO Mobilehome Assessed 0.5 AU per MH Parcel 0.7 AU per MH Parcel 0.7 AU per MH Parcel 0.7 AU per MH Parcel MI Mobilehome Assessed 0.5 AU per MH Parcel 0.7 AU per MH Parcel 0.7 AU per MH Parcel 0.7 AU per MH Parcel PA Ag Preserve Avocado Grove 0.5 AU per Parcel 0.5 AU per Parcel 0.0 AU per Parcel 0.5 AU per Parcel PC Ag Preserve Citrus Grove 0.5 AU per Parcel 0.5 AU per Parcel 0.0 AU per Parcel 0.5 AU per Parcel Engineer's Report - LLPD No. 1 - FY 2007-08 14 ASSESSMENT FORMULA USING ASSESSMENT UNIT (AU) METHOD (Continued) Land Use Code Land Use Zone A Landscaping Assessment Formula Zone B Lighting Assessment Formula Zone D Park Assessment Formula Zone E Street Tree Assessment Formula PD PI PL PN PO PP PR PS Ag Preserve Dairy Ag Preserve Irrigated Farm Ag Preserve Livestock Ag Preserve Non -Irrigated Ag Preserve Other Crops Ag Preserve Poultry Ag Preserve Residential Ag Preserve w/Structures 0.5 AU per Parcel 0.5 AU per Parcel 0.5 AU per Parcel 0.5 AU per Parcel 0.5 AU per Parcel 0.5 AU per Parcel 1.0 AU per Residential Unit 0.5 AU per Parcel 0.5 AU per Parcel 0.5 AU per Parcel 0.5 AU per Parcel 0.5 AU per Parcel 0.5 AU per Parcel 0.5 AU per Parcel 1.0 AU per Residential Unit 0.5 AU per Parcel 0.0 AU per Parcel 0.0 AU per Parcel 0.0 AU per Parcel 0.0 AU per Parcel 0.0 AU per Parcel 0.0 AU per Parcel 1.0 AU per Residential Unit 0.0 AU per Parcel 0.5 AU per Parcel 0.5 AU per Parcel 0.5 AU per Parcel 0.5 AU per Parcel 0.5 AU per Parcel 0.5 AU per Parcel 1.0 AU per Residential Unit 0.5 AU per Parcel PV Ag Preserve Vineyard 0.5 AU per Parcel 0.5 AU per Parcel 0.0 AU per Parcel 0.5 AU per Parcel PY Ag Preserve Vacant 0.5 AU per Parcel 0.5 AU per Parcel 0.0 AU per Parcel 0.5 AU per Parcel P1 Ag Preserve Other 0.5 AU per Parcel 0.5 AU per Parcel 0.0 AU per Parcel 0.5 AU per Parcel PX R- RA RC Ag Preserve Residential Residential Agriculture Residential Condo/PUD 0.5 AU per Parcel 1.0 AU per Residential Unit 1.0 AU per Residential Unit 0.9 AU per Condo/PUD Unit 0.5 AU per Parcel 1.0 AU per Residential Unit 1.0 AU per Residential Unit 0.9 AU per Condo/PUD Unit 0.0 AU per Parcel 1.0 AU per Residential Unit 1.0 AU per Residential Unit 0.9 AU per Condo/PUD Unit 0.5 AU per Parcel 1.0 AU per Residential Unit 1.0 AU per Residential Unit 0.9 AU per Condo/PUD Unit RD Residential Common Unit 0.6 AU per Condo/PUD Unit 0.8 AU per Condo/PUD Unit 0.8 AU per Condo/PUD Unit 0.8 AU per Condo/PUD Unit RM Mobilehome Lot Only 0.7 AU per MH Parcel 0.7 AU per MH Parcel 0.7 AU per MH Parcel 0.7 AU per MH Parcel Engineer's Report - LLPD No. 1 - FY 2007-08 15 ASSESSMENT FORMULA USING ASSESSMENT UNIT (AU) METHOD (Continued) Land Use Code Land Use Zone A Landscaping Assessment Formula Zone B Lighting Assessment Formula Zone D Park Assessment Formula Zone E Street Tree Assessment Formula R1 Residential Single Family 1.0 AU per Residential Unit 1.0 AU per Residential Unit 1.0 AU per Residential Unit 1.0 AU per Residential Unit R2 Residential Duplex/Triplex 0.8 AU per Residential Unit 1.0 AU per Residential Unit 1.0 AU per Residential Unit 1.0 AU per Residential Unit RS 0.7 AU per Residential Unit 0.7 AU per Residential Unit 1.0 AU per Residential Unit 1.0 AU per Residential Unit 1.0 AU per Residential Unit RR Railroad Parcels 0.0 AU per Parcel 0.5 AU per Acre (1.0 AU min, 5.0 AU max) 0.0 AU per Parcel 0.0 AU per Parcel RV Recreational Vehicle Lot 0.3 AU per RV Parcel 0.5 AU per RV Parcel 0.5 AU per RV Parcel 0.5 AU per RV Parcel UP Public Utility 3.0 AU per Acre (1.0 AU min, 10.0 AU max) 3.0 AU per Acre (1.0 AU min, 10.0 AU max) 0.0 AU per Parcel 3.0 AU per Acre (1.0 AU min, 10.0 AU max) YD Vacant Desert 0.5 AU per Parcel 0.5 AU per Parcel 0.0 AU per Parcel 0.5 AU per Parcel YM Vacant Mountainous 0.5 AU per Parcel 0.5 AU per Parcel 0.0 AU per Parcel 0.5 AU per Parcel YP Vacant - Prob. Residential 0.5 AU per Parcel 0.5 AU per Parcel 0.0 AU per Parcel 0.5 AU per Parcel YR Vacant Residential 0.5 AU per Parcel 0.5 AU per Parcel 0.0 AU per Parcel 0.5 AU per Parcel YS Vacant Land Miscellaneous 0.5 AU per Parcel 0.5 AU per Parcel 0.0 AU per Parcel 0.5 AU per Parcel YY Vacant Remainder 0.5 AU per Parcel 0.5 AU per Parcel 0.0 AU per Parcel 0.5 AU per Parcel Engineer's Report - LLPD No. 1 - FY 2007-08 16 ASSESSMENT FORMULA USING ASSESSMENT UNIT (AU) METHOD (Continued) Notes: 1. Zone C is not assessed. 3. Public Utilities include gas, electricity, telephone, cable TV, etc. Public utility parcels are assessed in the same manner as commercial property because public utilities are "for profit" enterprises. 3. The fraternal organization category includes such organizations as the Elks Lodge, Moose Lodge, IOOF, Order of Eagles, Mason's, Women's Clubs, etc. 4. Public property includes that property that is exempt from assessment including property owned by the City, County, State, Federal Government, water districts and other special districts. Engineer's Report — LLPD No. 1 — FY 2007-08 17 EXAMPLES (Street Lighting): The number of assessment units (AU) generated within the District for street lighting is 9,232.29. The dollars generated per AU in Zone B are: $241,286.41 _ 9,319.51 AU= $25.89 /AU. 1. A commercial establishment on a 0.75-acre parcel. From the Assessment Unit Chart, commercial property is assessed at a rate of three (3) AU per acre. 0.75 acre x 3 AU/acre = 2.25 AU The FY 2007-08 assessment for this commercial parcel is: 2.25 AUx $25.89 /AU= $58.25. 2. A 22-dwelling unit apartment complex on one (1) parcel of land. From the Assessment Unit Chart, apartment buildings are assessed at a rate of 0.8 A U per apartment unit. The assessment for this apartment complex for FY 2007-08 is: 22 units x 0.8 AU/unit x $25.89 /AU= $455.66. A 12-acre agricultural parcel without a residence. From the Assessment Unit Chart: 0.5 AU/Parcel The FY 2007-08 assessment for this parcel is: 0.5 AUx $25.89 /AU= $12.95. Engineer's Report — LLPD No. 1 — FY 2007-08 18 EXAMPLES (Landscape Maintenance): 1. The number of assessment units (AU) generated within the District for landscape maintenance in Subzone A-1 is 7,347.80. The estimated cost to maintain landscaping in Zone A-1 during FY 2007- 08 is $255,408.41. The dollars assessed perAUin Zone A-1 are: $257,996.26 _ 7,422.25 AU= $34.76. Therefore a single family residence in Subzone A-1 is assessed as follows: 1.0 AU / residence x $34.76 / A U = $34.76. 2. The number of assessment units (AU) generated in Subzone A-2 for landscape maintenance is 166.00. Per the Landscape Maintenance Estimate on Page 6, the estimated cost to maintain landscaping in Zone A-2 during FY 2007-08 is $38,173.36. The dollars assessed perA Uin Subzone A-2 are: $38,173.36 - 166.00 AU= $229.96. Therefore a single family residence in Subzone A-2 is assessed as follows: 1.0 AU / residence x $229.96 / A U = $229.96. 3. A small residence (Land Use Code "RS") in Subzone A-1 would be assessed for landscape maintenance as follows: 0.7 AU/residence x $34.76 /AU= $24.33. Engineer's Report — LLPD No. 1 — FY 2007-08 19 EXAMPLES (Park Maintenance): The number of assessment units (AU) generated within the District for park maintenance is 3,175.40. The dollars generated per AU in Zone D are: $48,081.37 - 3,277.40 AU= $14.67 /AU. 1. A single family residence. From the Assessment Unit Chart, a single family residence is assessed at a rate of one (1) AU per residence. The FY 2007-08 assessment for this single family residence is: 1.0AUx $14.67 /AU= $14.67 2. A commercial establishment on a 0.75-acre parcel. From the Assessment Unit Chart, commercial property is assessed at a rate of three (3) AU per acre. 0.75 acre x 3 AU/acre = 2.25 AU The FY 2007-08 assessment for this commercial parcel is: 2.25 AUx $14.67 /AU= $33.01. 3. A 22-dwelling unit apaitiuent complex on one (1) parcel of land. From the Assessment Unit Chart, apartment buildings are assessed at a rate of 0.8 AU per apartment unit. 22 units x 0.8 AU/ unit = 17.6 AU The assessment for this apartment complex for FY 2007-08 is: 17.6 AUx $14.67 /AU= $258.19. Engineer's Report — LLPD No. 1 — FY 2007-08 20 ASSESSMENT ROLL The individual 2007-08 assessments, tabulated by Assessor's parcel number, are shown on Exhibit "C", the Assessment Roll, on file in the Office of the City Clerk of the City of San Jacinto and are made a part of this report by reference. /p rKIFO F� ym No. C27861 Exp. 3-31-08 CIVIL Engineer's Report — LLPD No. 1 — FY 2007-08 GFB-FRIEDRICH & ASSOC., INC. HN A. RI DRI ASSESSMENT ENGINEER Date: A 22 21 EXHIBIT "A" APPENDIX - Boundary Map with Landscaping, Street Light and Park Zones EXHIBIT "B" - List of Parcels That Will Receive Park Assessments Due to One Hundred Percent (100%) Petition at the Time They Were Developed. EXHIBIT "C" - Assessment Roll (Under Separate Cover) Engineer's Report — LLPD No. 1 — FY 2007-08 �aslpaomaaaA6 Te��"+Gi�W�fOx14aGYYY� Sf Irsirmis -rittg y'V '- $CWi®GiWAIN94P141➢ SUSZONE A-2 SLIM Of I OEM EXHIBIT 'A' BOUNDARY MAP INCLUDING LANDSCAPING, STREET LIGHT AND PARK ZONES LANDSCAPING, LIGHTING AND PARK DISTRICT NO. 1 for fh. CITY OF SAN JACINTO FISCAL YEAR 2007-2008 -r_ j HUD CLERK Of TE STATE Orr CLERK THE ORTRET THE AIDEBOES HORSE WIRER IS m wuarc M1 WACO. VIPS ON FIE RI IRE WHILE OE TIE RIVERLIE LEGEND ROW . irm^^^3 tam.. ins cSIE susmra 4-1..-a ...-a1 ERE a 1 I sir ,.Dino me rye A ma slam uans,nasnarr TRIES me ERE E SEW TREE OTC O&8 0 E APE ) IDLE MYER SCALE , V CITY OF SAN JACINTO LANDSCAPING, LIGHTING AND PARK DISTRICT NO. 1 EXHIBIT "B" LIST OF PARCELS THAT WILL RECEIVE PARK ASSESSMENTS DUE TO ONE HUNDRED PERCENT (100%) PETITION AT THE TIME THEY WERE DEVELOPED. COMMON ASSESSORS PARCEL NUMBERS TRACT NO. DESCRIPTION Book Page Parcel(s) 24907 Mt. Valier 547 19 All 20 All 21 All 27335 Richard Beck 431 410 001 thru 015 26729 Adjacent to Montage 433 401 019 thru 023 26020 Montage 433 40 All 25307 Horizons of San Jacinto 431 301 038 thru 076 25099 Castle Court 437 120 048 thru 058 24745 Forecast Development 434 370 009 thru 021 371 010 thru 039 24738 New Beginnings 431 36 All 37 All 24713 Annandale Park 434 43 All 24594 Jack in the Box / Chevron 434 080 030 & 035 24330 Las Brisas / Corsica 433 38 All 39 All 24190 Windsor Place 437 39 All 24140 Hermosa Homes / FN Development 431 Engineer's Report — LLPD No. 1 — FY 2007-08 B-1 31 All 32 All 33 All 34 All 35 All COMMON TRACT NO. DESCRIPTION ASSESSOR'S PARCEL NUMBERS Book Page Parcel(s) 24054 Peacock Financial 438 46 All 47 All 24048 Peacock Financial 438 41 All 24047-1 Peacock Financial 439 30 All 23793 Barrat American 438 40 All 23791 Summerhill 433 37 All 23790 Evans & Las Rosas 433 36 All 23789 Esplanade & Las Rosas 433 34 All 35 All 23436 S/O Commonwealth between 439 31 All Girard & Hewitt 32 All 22950 The Villas 434 40 All 46 All 22882 St. Michel 434 35 All 41 All 42 All 44 All 45 All 22667 Ann Arbor Homes 437 32 All 22665 Seventh & Pine 431 38 All 39 All 40 All 22347 B & L 435 29 All 24052 Treasures 438 44 All 23300 Industrial Condos 435 212 001 thru 036 21900 Soboba Springs 433 32 All 33 All Engineer's Report — LLPD No. 1 — FY 2007-08 B-2 COMMON TRACT NO. DESCRIPTION ASSESSORS PARCEL NUMBERS Book Page Parcel(s) 21564 Park Hill Collection 438 34 All 35 All 36 All 37 All 38 All 42 All CUP 1-88 Arco - AM/PM 434 070 032 18757 (unrec) Wayment (31 units) 437 251 039 18568 Forecast 433 24 All 25 All 31 All 18314 Heritage RV Park 433 28 All 29 All 30 All 16811 Park Hill Village 551 38 All Engineer's Report — LLPD No. 1 — FY 2007-08 B-3 Date Time To While You Were Out From 0 Telephoned 0 Came in to see you El Returned your call El Please call 0 Will call again 0 Rush Message: AIL Compliments of of By AP-M,11 ARROW' PRINTING 1400 Mountain Ave. • San Jacinto, CA 92583 • 951/654-9101 AGENDA - TRANSMITTAL FORM TO: Dorothy L. Chouinard, City Clerk Enclosure: Staff Report for [CC or RDA] meeting of 3- -5 hci n`:- 35303 (name — brief .'-scription) Consent Calendar Item Public Hearing Item: Notice required yes no Copy attached yes no Published (date(s)) Notices sent (date(s) _ City Departments Item Attachments include (this needs to match the attachment list in the Staff Report: A. B. C. Other: 35 3v 3 (date) Please provide a fully executed copy of documents to: _ Please record and return conformed copy Your IMMEDIATE attention is necessary Comments: 5 Name of person that will be presenting item at the meeting DATE: 0/0-1- [Name or Initials], [Title] S:\City Clerk\CC RPT 06\AGENDA Transmittal Foitii.doc A July 5, 2007 TO: The Honorable Mayor and Members of the City Council !\A FROM: Habib Motlagh, City Engineer, $ SUBJECT: Parcel Map 35303, Approval and Recordation of Final Map RECOMMENDATION: IT 3.9 Staff recommends that the City Council, by motion, Approve Final Parcel Map 35303 for recordation and authorize city clerk to release final map for recordation DISCUSSION: In accordance with all City requirements and the subdivision map act, Parcel Map 35303 has been prepared, reviewed, and is ready for City approval and recordation. This project is located on the south east corner of San Jacinto Avenue and Commonwealth Avenue (Walmart's out parcels). ALTERNATIVES: Approval: Approve the map and direct the city clerk to release the map for recordation. Denial: Do not approve the map and provide further direction to staff FISCAL IMPACT: There is no fiscal impact associated with approval of the final map, all offsite improvements are in place. ATTACHMENTS: • Reduced copy parcel map exhibit Approvals City Manager: Finance Director: Page 1 of 1 'OUTHHEST CORNER OF FARM LAND LOT 84 frS N89 55'28 "W /ND 2" /RON P/PE OPEN 27; RECORD PER R.05 CEP/LD AS SOUTHEAST 'NEW OF FARM LAND 84. FOUND 2" BRASS D/SK /N CONCRETE, MARKED 7/EMET; RECORD PER N.G.S. DATA SHEET OSTA/NED BY THE U.S. DEPARTMENT OF COMMERCE HEMET 000 N00 07'02"E/3300.31 ' SAN JACINTO / 1950.38' STREET L p i. -1 . d ,LA OsL 6fst,,,,.)4f4/ ,PUbd4424'°/ 1{.04.\,6 N00 05'50"E, 3921.46' / 990.15 GIRARD STREET t t t 50' 1 N¢ , p4„W 6010.7 Y I v J/. P7/YL/ COMMONWEALTH At'E 50' 80' 689.61' " /RON P/PE, OPEN, NO RECORD, �T '7 1 /'7" / 17 ,A T nnn/ram.. AGENDA TRANSMITTAL FORM TO: Dorothy L. Chouinard, City Clerk Enclosure: Staff Report for meeting of 01- [CC or RDA] [ ate] tPosc,€1 A-F`fcri4Q (short title - include Resol No. or Ord No. ) Consent Calendar Item (3.) Public Hearing Item (4.): Notice required yes no Copy attached yes no Published (date(s)) Notices sent (date(s)) Staff Reports Item (5.) ¥. Attachments include: A. Ex AM- Sew ► P Nk 3IAUL 3 B. C. Other: Please provide a fully executed copy of documents to: Please record and return conformed copy Your IMMEDIATE attention is necessary Comments: LIKA wok S Ure. Vu+S witars tuna . Cho Lou ?‘“-\(_* up ,C-4c wutoc`s Stk,re. DATE: Ee‘c. S u s icSS‘Skrt$ ame], [Title] cl S:\City Clerk\Agenda - CC Transmittal Form.doc AE • ITE July 5, 2007 TO: The Honorable Mayor and Members of the City Council FROM: Habib Motlagh, City Engineer SUBJECT: Parcel Map 34643, Approval and Recordation of Final Map RECOM ENDATION: Staff recommends that the City Council, by motion, Approve Final Parcel Map 34643 for recordation and authorize city clerk to release final map for recordation DISCUSSION: In accordance with all City requirements and the subdivision map act, Parcel Map 34643 has been prepared, reviewed, and is ready for City approval and recordation. This project is located on the east side of State St between Ramona Blvd and Ramona Expressway. ALTERNATIVES: Approval: Approve the map and direct the city clerk to release the map for recordation. Denial: Do not approve the map and provide further direction to staff FISCAL IMPACT: There is no fiscal impact associated with approval of the final map ATTACH ENTS: • Parcel Map 34643 exhibit Approvals City Manager: Finance Director: Page 1 of 1 TO: Dorothy L. Chouinard, City Clerk Enclosure: Staff Report for C C._ [CC or RDA] -rt --714 4 4 Meeting of 7 " (name — brief description) Consent Calendar Item Public Hearing Rem: Notice required .-yes no Copy attached yes no Published (date(s)) (date(s) Notices sent City Departments item Attachments include (this needs to match the attachment list in the Staff Report: Please provide a fully executed copy of documents to: Please record and return conformed copy Your IMMEDIATE attention is necessary Comments: Name of person that will be presenting item at the meeting DATE: -t 2-7 3 [Name or Initials], [Title] S:\City Clerk\CC RPT 05 \AGENDA Transmittal Form.doc AGENDA ITEM July 5, 2007 TO: The Honorable Mayor and Members of the City Council FROM: City Attorney SUBJECT: Proposed Resolutions for LLPD No. 2, Annexation No. 74 RECOMMENDATION: 1. Staff recommends that the City Council by motion, approve and adopt the following Resolutions annexing property (known as State Street Property Holdings, LLC / Ramona Crossings — Tract 34643, Assessor Parcel No. 434-070- 038) into LLPD No. 2, Annexation No. 74: a. Resolution No. Initiating Proceedings for the Annexation of Property to Landscaping, Lighting and Park District No. 2 ("Annexation No. 74") b. Resolution No. Approving the Engineer's Report for the Annexation of Property to Landscaping, Lighting and Park District No. 2 ("Annexation No. 74"). c. Resolution No. Declaring Intention to Annex Property to Landscaping, Lighting and Park District No. 2 ("Annexation No. 74"). 2. Conduct Public Hearing and at the conclusion of the public hearing if the City Council determines that a majority protest does not exist, by motion, approve and adopt Resolution No. Ordering Annexation of Territory to Landscaping, Lighting and Park District No. 2 and Levying Assessments. Page 1 of 3 BACKGROUND: In connection with the development of property owned by State Street Property Holdings, LLC in the City of San Jacinto, County of Riverside (APN 434-070-038), the City has required that the property be annexed to LLPD No. 2 to fund the cost of maintaining and servicing various improvements that will benefit the property within that development. The property proposed to be annexed to the district will receive the special benefit of the improvements and will be assessed to pay the costs of installation, operation, maintenance and/or servicing of street lights, traffic signals, landscaped areas, municipal parks, drainage facilities, graffiti removal and incidental expenses of the assessment district. DISCUSSION: Staff is recommending that the City Council take all actions that are necessary to annex the property to LLPD No. 2. The owners of the property proposed to be annexed to LLPD No. 2 have waived all notice requirements pertaining to these annexation proceedings and have agreed to conduct the public hearing on any date deemed advisable by the City Council. The first step is to adopt the Resolution Initiating Proceedings, which initiates the annexation process by ordering the Engineer of Record, GFB-Friedrich & Associates, Inc., to prepare the Engineer's Report, describing in detail the improvements to be financed by the assessment district, the estimated cost of such improvements and the special benefits that the property within the assessment district will receive. The next step in the annexation proceedings is to adopt a resolution approving the Engineer's Report and a resolution declaring the City Council's intention to annex the property to LLPD No. 2. The resolution of intention also schedules the public hearing on the annexation and the levy of the assessments upon the property proposed to be annexed to the District. The purpose of the public hearing is to hear testimony from any interested persons and to consider objections or protests, if any, to the proposed assessments. As required by the Act, notices and assessment ballots have been mailed to the record owner of the property proposed to be annexed to the District with instructions to vote and return the ballot to the City before the conclusion of the public hearing on July 5, 2007. At the conclusion of the public hearing, the City Council should direct the City Clerk to tally the assessment ballots submitted and to determine whether a majority protest exists. A majority protest exists if assessment ballots submitted in opposition to the proposed assessments exceed assessment ballots submitted in favor of the proposed assessments. If a majority protest exists, the City may not annex the property to the District or levy the assessments. If a majority protest does not exist, the City Council may proceed with the recommended action described above. If annexed, the District would fund the cost of maintaining and Page 2 of 3 servicing various improvements that will benefit the property proposed to be annexed to the District, including street lights, traffic signals, landscaping, drainage facilities and graffiti removal. ALTERNATIVES: 1) Continue item or take no action. FISCAL IMPACT: No cost is attributed to this action. ATTACHMENTS: Resolution Nos. and Page 3 of 3 STATE OF CALIFORNIA ) COUNTY OF RIVERSIDE )ss CITY OF SAN JACINTO ) RESOLUTION NO. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN JACINTO INITIATING PROCEEDINGS PURSUANT TO THE LANDSCAPING AND LIGHTING ACT OF 1972 FOR THE ANNEXATION OF PROPERTY (COMMONLY KNOWN AS THAYER AND STATE STREET PROPERTY HOLDINGS LLC., APN 434-070- 038) TO LANDSCAPING, LIGHTING AND PARK DISTRICT NO. 2 (LLPD NO. 2) ANNEXATION NO. 74 AND ORDERING THE PREPARATION OF THE ENGINEER'S REPORT (LLPD NO. 2 ANNEXATION NO. 74) WHEREAS, it has been determined by the City Council ("City Council") of the City of San Jacinto ("City") that the public interest, convenience and necessity require the installation, operation, maintenance and/or servicing of street lights, traffic signals, graffiti removal, landscape, drainage facilities and any improvements appurtenant thereto, as set forth in Section 22535 of the California Streets and Highways Code; and WHEREAS, the City Council has determined that, to finance such facilities and the maintenance and servicing thereof, certain property that will receive benefit from the maintenance and servicing of such facilities should be annexed to existing Landscaping, Lighting and Park District No. 2 of the City of San Jacinto ("District"); and WHEREAS, the proceedings for the annexation of such property to the District are authorized by and will be conducted pursuant to the provisions of the Landscaping and Lighting Act of 1972, Part 2 (commencing with Section 22500) of Division 15 of the California Streets and Highways Code; and WHEREAS, the City Council has also determined that proceedings for the levy of assessments on such property to pay the costs of the maintenance and servicing of such facilities during fiscal year 2007-08 should also be conducted pursuant to Chapter 3 (commencing with Section 22620) of Part 2 of Division 15 of the California Streets and Highways Code. NOW, THEREFORE, BE IT RESOLVED, determined and ordered by the City Council of the City of San Jacinto as follows: SECTION 1. SECTION 2. The City Council proposes to annex certain property to the District pursuant to the Landscaping and Lighting Act of 1972, Part 2 (commencing with Section 25000) of Division 15 of the California Streets and Highways Code. Improvements. The Improvements which shall be provided for the property proposed to be annexed to the District by and through the assessments levied annually thereon shall include the following: Page 1 of 3 SECTION 3. SECTION 4. SECTION 5. (a) the installation or construction of public lighting, facilities, including, but not limited to, street lights; (b) the installation or planting of landscaping, including, but not limited to, street trees, parkways, and median islands; (c) the installation or construction of park or recreational facilities; (d) the installation or construction of any facilities which are appurtenant to any improvements listed in (a) through (d) or which are necessary or convenient for the maintenance or servicing thereof including, but not limited to, irrigation, drainage, and electrical facilities; and (e) the maintenance and servicing of any of the foregoing. The property to be specifically charged for the maintenance and servicing of such improvements shall include all of the land located within Assessor Parcel No. 434-070-038, in the City of San Jacinto, County of Riverside, and shall be designated "Annexation No. 74 to Landscaping, Lighting and Park District No. 2". The property described in Exhibit "A" which is proposed to be included within the proposed boundaries of Annexation No. 74 to the District may be presently included in Landscaping, Lighting and Park District No. 1 of the City of San Jacinto. Upon the completion of proceedings for the annexation of such property to the District it shall be detached from such other district. GFB-Friedrich and Associates, Inc., the District's engineer ("Engineer"), is ordered to prepare and file a report in accordance with Article 4 (commencing with Section 22565) of Chapter 1 of Part 2 of Division 15 of the California Streets and Highways Code with respect to the annexation of the property described in Section 3 hereof to the District and the levy of assessments on such property to pay the costs of the maintenance and servicing of the improvements described in Section 2 hereof during fiscal year 2007-08. Upon completion, the Engineer shall file said report with the City Clerk of the City Council for submission to the City Council. Page 2 of 3 ADOPTED, SIGNED AND APPROVED this 5t' day of July, 2007, by the following vote: Ayes: Nays: Absent: Abstained: ATTEST: Dorothy L. Chouinard, City Clerk, APPROVED AS TO FORM: City Attorney, City of San Jacinto Best, Best & Krieger, LLP City of San Jacinto By, Jim Ayres, Mayor Page 3 of 3 EXHIBIT A Annexation No. 74 to Landscaping, Lighting and Park District No. 2 Legal Description Assessor Parcel Numbers: 435-072-003 435-072-004 435-072-005 435-072-015 435-072-016 STATE OF CALIFORNIA ) COUNTY OF RIVERSIDE )ss CITY OF SAN JACINTO ) RESOLUTION NO. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN JACINTO APPROVING ENGINEER'S REPORT FOR THE ANNEXATION OF PROPERTY TO LANDSCAPING, LIGHTING AND PARK DISTRICT NO. 2 (LLPD NO. 2) OF THE CITY OF SAN JACINTO (COMMONLY KNOWN AS STATE STREET PROPERTY HOLDINGS, LLC., — APN 434-070-038) (LLPD NO. 2, ANNEXATION NO. 74) WHEREAS, on July 5, 2007, the City Council of the City of San Jacinto ("City Council"), adopted Resolution No. initiating proceedings for the annexation of property to Landscaping, Lighting and Park District No. 2 of the City of San Jacinto ("District") and ordered GFB - Friedrich and Associates Inc., the Engineer of Record, to prepare and file a report in accordance with Section 22565 of the California Streets and Highways Code ("Code"); and WHEREAS, the Engineer of Record has filed with the City Clerk its report ("Engineer's Report") containing the matters specified in Section 22565 through 22574 of the Code; and WHEREAS, the Engineer's Report has been duly presented by the City Clerk to the City Council for consideration and has been fully considered by the City Council, and this City Council finds that each and every part of the Engineer's Report is sufficient, and that no portion of the report requires or should be modified in any respect. NOW, THEREFORE, BE IT RESOLVED determined and ordered by the City Council of the City of San Jacinto, as follows: SECTION 1. SECTION 2. The Engineer's estimate of the itemized costs and expenses of the installation, operation, maintenance and/or servicing of street lights, traffic signals, graffiti removal, landscaping, drainage facilities and any improvements appurtenant thereto and the incidental expenses in connection therewith, contained in the Engineer's Report shall be, and each of them are hereby, preliminarily approved and confirmed. The diagrams showing the property proposed to be annexed to the District referred to and described in the Engineer's Report and the boundaries of the property proposed to be annexed to said District as the same existed at the time of passage of Resolution No. , are hereby preliminarily approved and confirmed. Page 1 of 2 SECTION 3. SECTION 4. SECTION 5. ADOPTED, following vote: Ayes: Nays: Absent: Abstain: ATTEST: The proposed assessments upon the property proposed to be annexed to the District are in proportion to the estimated benefit to be received by said property, respectively, from said improvements and of the incidental expenses thereof, as contained in the Engineer's Report. Said Report shall stand as the Engineer's Report for the purposes of all subsequent proceedings for Annexation No. 74 to the District. The Mayor shall sign this Resolution and the City Clerk shall attest and certify to the passage and adoption thereof. SIGNED AND APPROVED this 5th day of July, 2007, by the Dorothy L. Chouinard, City Clerk APPROVED AS TO FORM: City Attorney, City of San Jacinto Best, Best & Krieger, LLP. City of San Jacinto By, Jim Ayres, Mayor Page 2 of 2 ENGINEER'S REPORT Annexation No. 74: CITY OF SAN JACINTO LANDSCAPING, LIGHTING AND PARK DISTRICT NO. 2 Preliminary Date: July 21, 2007 Confirmed Date: July 21, 2007 INTRODUCTION Pursuant to the order of the City Council of the City of San Jacinto, this report is prepared in compliance with the requirements of Article 4, Chapter 1, Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the Streets and Highways Code of the State of California. This report presents the engineering analysis for Annexation No. 74 to the district known as LANDSCAPING, LIGHTING AND PARK DISTRICT NO. 2 in the CITY OF SAN JACINTO (hereinafter referred to as "District"). This District, by special benefit assessments, provides funding for the installation, operation, maintenance and servicing of street lights and traffic signals; the installation, maintenance and servicing of landscaped areas (parkways, medians, open space, detention/retention basins, etc.); the installation, operation, maintenance and servicing of municipal parks; the installation, operation, maintenance and servicing of drainage facilities; and graffiti removal from horizontal and vertical surfaces which are appurtenant to the above items; all of which are located in public rights -of -way or easements in the District. Reference is hereby made to the: ENGINEER'S REPORT Formation of CITY OF SAN JACINTO LANDSCAPING, LIGHTING AND PARK DISTRICT NO. 2 Fiscal Year 2002-2003, that was confirmed on April 4, 2002, and is hereinafter referred to as the "Master Engineer's Report," which is hereby incorporated herein as though set forth in full. BOUNDARIES OF DISTRICT The proposed boundary of Annexation No. 74 to the District is completely within the City Limits of the City of San Jacinto and is shown on the Boundary Map (attached hereto as Exhibit "A" and incorporated herein by reference and on file in the office of the City Clerk at the San Jacinto City Hall). Exhibit "A" serves as the Assessment Diagram for Zone 74 of the District and a copy of said Exhibit "A" may be found in the Appendix to this Report. The boundary includes the parcels of land that are located in the vicinity of street lighting, landscaping, drainage and/or park improvements that were, or soon will be, installed as a condition of approval of a land development project; the operation and maintenance of which will be funded by this assessment district. All parcels of real property included within the LLPD No. 2 - Engineer's Report 1 Annexation No. 74 District are described in detail on maps on file in the Riverside County Assessor's office or by a tract and parcel number legal description. Zones The 1972 Act provides for areas within a district to be classified into different zones. Annexation No. 74 to Landscaping, Lighting and Park District No. 2 is comprised of one zone. The costs of the installation, operation, maintenance and servicing of the various improvements and facilities within this zone, will be separately determined, and incidental costs will be prorated and added to determine the total cost. This zone is comprised of Parcel Map (P.M.) No. 34643 (Ramona Crossing) and is designated as Zone 74. Future annexations will be assigned Zone designations e.g. Zone 75, Zone 76, Zone 76A, Zone 77, etc., as appropriate. IMPROVEMENTS The authorized facilities and items of servicing and maintenance are described in the "Master Engineer's Report." Said description is included within this report by reference. A copy of said "Master Engineer's Report" is on file in the Office of the City Clerk of the City of San Jacinto and may be reviewed, or a copy obtained, at City Hall during normal business hours. Zone 74 Improvements The improvements included in Zone 74 to be installed, operated, serviced, and maintained are a street light and traffic signals; and parkway landscaping; and storm drains (pipes and catch basins in public right-of-way or easement). Also included is the servicing and maintenance required for graffiti removal. Plans and Specifications The plans and specifications showing and describing the general nature, location and extent of the improvements to be operated and maintained within Annexation No. 74 are on file in the office of the City Clerk and are incorporated herein by reference. FINANCIAL ANALYSIS The estimated annual cost requirements for Zone 74, for the improvements described in the "Improvements" section of this report, are summarized in Exhibit "B," attached hereto and incorporated herein by reference, in the Appendix to this report. Estimated costs are shown for each improvement or facility, and for incidental costs to be funded by the District. Notes: LLPD No. 2 - Engineer's Report 2 Annexation No. 74 1. Incidental Costs are prorated in proportion to the respective servicing and maintenance costs in each Zone (or sub -zone). Future annexations will be treated in a similar manner. METHOD OF APPORTIONMENT The net amount to be assessed upon lands within the District in accordance with this report is apportioned by a formula and method which fairly distributes the total assessments among all assessable lots or parcels in proportion to the estimated special benefit to be received by each lot or parcel from the improvements. Said method is described in the "Master Engineer's Report" and is included within this report by reference. A copy of said "Master Engineer's Report" is on file in the Office of the City Clerk of the City of San Jacinto and may be reviewed, or a copy obtained, at City Hall during normal business hours. ASSESSMENT FORMULA The basic formula used to calculate the amount allocated to each lot or parcel within the District for each type of improvement or facility is described in the "Master Engineer's Report." Said foiiiiula, including but not limited to, the table entitled "ASSESSMENT FORMULA USING ASSESSMENT UNIT (AU) METHOD," and subsections entitled Special Benefit Analysis, Street Classification and corresponding General Benefit (%), and Assessment of Public Property is included within this report by reference. LIMITATION ON INCREASE OF ANNUAL ASSESSMENT The City Council intends to increase assessments, on an annual basis when necessary, in accordance with the Consumer Price Index for all Urban Consumers for the Los Angeles - Anaheim -Riverside area, published by the United States Department of Labor, Bureau of Labor Statistics; provided however, that any such annual increase shall not exceed seven and one-half percent (7.5%). The current Southern California telephone number for the Consumer Price Index (CPI) Hotline is (310) 235-6884. ASSESSMENT SPREAD The individual Zone 74 assessments, tabulated by Assessor's Parcel Number or other foiiii of identification, are shown on the Assessment Spread on file in the Office of the City Clerk of the City of San Jacinto and attached hereto as Exhibit "C." The total cost of the improvements described in the "Improvements" section of the report for Annexation No. 74 for fiscal year 2007-2008 is estimated to be $6,742.16. The maximum annual assessment for each of three lots for the 2007-2008 fiscal year is therefore: Parcel Map No. 34643 Parcel No. 1 Parcel No. 2 Parcel No. 3 $ 940.08 $ 998.84 $ 4,803.24 LLPD No. 2 - Engineer's Report 3 Annexation No. 74 GFB-FRIEDRICH & ASSOC., INC. JOHN A. FRIEDRICH, P.E. Date: LLPD No. 2 - Engineer's Report 4 Annexation No. 74 APPENDIX EXHIBITS Exhibit "A" — Boundary Map Exhibit "B" — Cost Estimate Exhibit "C" — Assessment Spread ' • I. 1 ' .� ' N PMfl 954/99-900 I Pt9H 50199-9CD PMB 950I89& 100 i I warmly sos" 1 I MEE, OF 2 EXIIT A` BOUNDARY MAP LANDSCAPING, LIGHTING AND PARK DISTRICT NO. 2 ANNEXATION NO. 74 for the FISCAL YEAR 200T-2008 ZONE 74 _ _ \. ` \ \ A. ��1J+� \` • RAMONA 2.41,11, 3161W PAR 2a�' Rnseaora 140. E.s-aTIF. 314w - PAR 3 ` i ` \` \ 1 NA ` ` t s LOT 4D M.9. 81857 ��.... SITE wsxm-n 74.1E mw r PAR1 ' 's nm ra I.7 V. ; �'b I; .i4, i �i�a + L .�.tiS. _t�d'4 .. e► \\St.wevwati �°.?. PAP, PM3 9a2l87—a8 �� \ yt?) \ F4IA \ ` �' ` \ s \ .,G>a . \ ` BOULEVARD FRO N TE a.F� OF RAH A 114 C... CN1iWEK ThI�OW FIFO x »E mcE E B,F TIE INE a. W x m nE NxRaE M�011.5.1. WV VIM IIE MM..rss ON Ca.. MISES.7 LEGEND ars OF 71E all. @!IN OF TE Cm OF MFnSOE E 1. OF OF T� am CLAM aF nE caNrc AMOR. ¢ism v.E_Nrr CM 4N4 MR REs.o. E DMtOf as Rwua. MN 11E M. OF R MICE RM c Id . OFFICE EACH MTORvxmw THE ASSESSORS IDEIw WE WP MOMOFt CI ni N. > lle / / PAR 9 ` FMB 202l a7—B3 ` /� \ • s (STATE HWY r 79) ...-4,, STREET 4.95044 ® aacR STORM MO WW1 MUMMY es, ORM SCALE PARCEL MAP NO. 34843 1 MNi�M R CITY OF SAN JACINTO LIGHTING, LANDSCAPING AND PARK DISTRICT NO. 2 Annexation No. 74 (Zone 74) COST ESTIMATE Item Quantity Unit Unit Cost/ Month Street Lights Park Maintenance Landscape Maintenance Storm D ain Maint. Graffiti Removal TOTALS Cosl/Mo. Cost/Yr. Cosl/Mo. Cost/Yr. Cosl/Mo. Cost/Yr. Cosl/Mo. Cost/Yr. Cosl/Mo. Cost/Yr. Per Month Per Year Ramona Crossing (P.M. No. 34643) (Three Parcels - Commercial Site) Street I 'ghls and Traffic, Signal Street Lights 22,000 lumen 1 Ea. $14.08 $14.08 $168.96 $14.08 $168.96 Lass General Benefit: $14.08/Light x 0.5 Light = ($7.04) ($84.48) Traffic Signals - State St @ Ramona Blvd and State St @ DeAnza Dr Maintenance Cost 2 L.S./Mo. $219.17 $219.17 $2,630.04 $219.17 $2,630.00 Energy Cost (555/Signal/Month) 2 L.S./Mo. $55.00 $55.00 $660.00 $55.00 $660.00 Less General Benefit (60% for "Pass -through" Traffic and 30% for the non -project segments surrounding the signals = 90%) ($246.75) ($2,961.04) ($246.75) ($2,961.04). Note: Assessments for the future traffics signal shall not be collected until said signals are installed. I andsrape Maintenance Stale St Parkway (Varying width) 1,425 S.F. $0.150 /yr $17.81 $213.75 $17.81 $213.75 Irrigation Water 1,425 S.F. $0.129 /yr $15.32 $183.83 $15.32 $183.83 Graffiti Removal 1 L.S. $125 /mo $125.00 $1,500.00 125.00 1,560.00 Subtotal, Maintenance and Servicing $34.46 $413.48 $0.00 $0.00 $33.13 $397.58 $0.00 $0.00 $125.00 $1,500.00 $192.59 $2,311.06 Contingency(10%) $3.45 $41.35 $0.00 $0.00 $3.31 $39.76 $0.00 $0.00 $12.50 $150.00 $19.26 $231.11 TOTAL, Maintenance and Servicing $37.90 $454.83 $0.00 $0.00 $36.44 $437.33 $0.00 $0.00 $137.50 $1,650.00 $211.85 $2,542.16 Incidental Costs Assessment Engineer 1 L.S. 775 / yr $11.55 $138.66 $0.00 $0.00 $11.11 $133.32 $0.00 $0.00 $41.92 $503.02 $64.58 $775.00 Legal Counsel 1 L.S. 0 / yr $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 50.00 $0.00 $0.00 $0.00 $0.00 $0,00 City Administration 1 L.S. 725 / yr $10.81 $129.71 $0.00 $0.00 $10.39 $124.72 $0.00 $0.00 $39.21 $470.56 $60.42 $725.00 City Inspection Costs 1 L.S. 580 / yr $8.65 $103.77 $0.00 $0.00 $8.31 $99.78 $0.00 $0.00 $31.37 $376.45 $48.33 $580.00 NPDES Costs 1 L.S. 750 / yr $18.64 $223.64 $0.00 $0.00 $17.92 $215.04 $0.00 $0.00 $67.61 $811.32 $104.17 $1,250.00 County Collection Fees 1 L.S. 180 / yr $2.68 $32.20 $0.00 $0.00 $2.58 $30.97 $0.00 $0.00 $9.74 $116.83 $15.00 $180.00 Miscellaneous 1 L.S. 220 / yr $3.28 $39.36 $0.00 $0.00 $3.15 $37.85 $0.00 $0.00 $11.90 $142.79 $18.33 $220.00 Reserve Fund 1 L.S. 470 / yr $7.01 $84.09 $0.00 $0.00 $6.74 $80.85 $0.00 $0.00 $25.42 $305.05 $39.17 $470.00 TOTAL, Incidental Costs f,ontrihutions to the District $3,700 / yr $62.62 $751.44 $0.00 $0.00 $60.21 $722.53 $0.00 $0.00 $227.17 $2,726.02 $350.00 $4,200.00 Developer 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 TOTAL AMOUNT TO ASSESSMENT $100.52 $1,206.28 $0.00 $0.00 $96.66 $1,159.86 $0.00 $0.00 $364.67 $4,376.02 $561.85 $6,742.16 Assessment per Lot = Var es Refer to Exhibit "C," Assessment Spread May 24, 2007 B-1 Exhibit "B" CITY OF SAN JACINTO LANDSCAPING, LIGHTING AND PARK DISTRICT NO. 2 Annexation No. 74 (Zone 74) ASSESSMENT SPREAD Parcel Identification (Parcel No.) Property Owner Name Proposed Land Use Code Assessable Acreage (acres) Asmt. Units (AU) Street Lights Park Maint. Landscape Maint. Storm Drain Maint. Graffiti Removal Dollars per AU ($) Assessment per Parcel ($) Ramona Crossing (P.M. No. 34643) (Three Commercial Parcels) 1 State Street Properly Holdings LLC Cl 0.64 1.92 $168.20 $0.00 $161.72 $0.00 $610.16 $489.63 $940.08 2 State Street Properly Holdings LLC Cl 0.68 2.04 $178.71 $0.00 $171.83 $0.00 $648.30 $489.63 $998.84 3 State Street Properly Holdings LLC Cl 3.27 9.81 $859.37 $0.00 $826.31 $0.00 $3,117.56 $489.63 $4,803.24 P.M. No. 34643 TOTALS 4.59 13.77 $1,206.28 $0.00 $1,159.86 $0.00 84,376-02 86,742.16 Current Ownership: State Street Properly Holdings LLC, a California limited liability company Address: 28924 Old Town Front Street, Temecula, CA 92521 Assessor's Parcel Number: 434-070-038 Developer: Same c/o Robert Torrales, Jr. C-1 Exhibit "C" STATE OF CALIFORNIA ) COUNTY OF RIVERSIDE ) ss CITY OF SAN JACINTO ) RESOLUTION NO. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN JACINTO DECLARING INTENTION TO ANNEX PROPERTY TO LANDSCAPING, LIGHTING AND PARK DISTRICT NO. 2 (LLPD NO. 2), TO LEVY AND COLLECT ASSESSMENTS ON SUCH PROPERTY FOR FISCAL YEAR 2007-08 AND PROVIDING NOTICE OF TIME AND PLACE OF A HEARING ON THE PROPOSED ANNEXATION AND THE PROPOSED ASSESSMENTS, DETERMINING DURATION OF SUCH ASSESSMENTS AND ANNUAL INCREASES IN AMOUNTS THEREOF AND PROVIDING FOR ELECTION THEREON FOR THE PROPERTY (COMMONLY KNOWN AS STATE STREET PROPERTY HOLDINGS LLC., APN 434-070-038) (LLPD NO. 2, ANNEXATION NO. 74) WHEREAS, the City Council ("City Council") of the City of San Jacinto ("City") has initiated proceedings for the annexation of certain property to Landscaping, Lighting and Park District No. 2 of the City of San Jacinto ("District"), pursuant to the Landscaping and Lighting Act of 1972, Part 2 (commencing with Section 22500) of Division 15 of the Streets and Highways Code ("Act"), for the installation, operation, maintenance and/or servicing of street lights, traffic signals, graffiti removal, landscaping, drainage facilities and any improvements appurtenant thereto as provided in Section 22525 of the California Streets and Highways Code; and WHEREAS, as ordered by the City Council, GFB - Friedrich and Associates, Inc. has filed with the City Clerk a report regarding the assessments which are proposed to be levied and collected from the owners of assessable property within the District to pay the costs of the installation, operation, maintenance and servicing of street lighting, traffic signals, graffiti removal and improvements appurtenant thereto, and that report has been presented to and considered by the City Council; and WHEREAS, upon the annexation of such property to the District, and to the extent such property is included within Landscaping, Lighting and Park District No. 1 and the assessments levied thereby finance the such improvements provided by the District, it should be detached from Landscaping, Lighting and Park District No. 1. WHEREAS, it is necessary that the City Council adopt a resolution of intention pursuant to Section 22587 of the Streets and Highways Code to, among other things, fix and give notice of the time and place of a public hearing on said report, the proposed annexation of such property to the District and the proposed assessments. NOW, THEREFORE, BE IT RESOLVED, determined and ordered by the City Council of the City of San Jacinto as follows: Page 1 of 6 SECTION 1. Findings. The City Council of the City of San Jacinto finds that: SECTION 2. (a) The foregoing recitals are true and correct; (b) The report of GFB - Friedrich and Associates, Inc. (the "Report") contains all matters required by Sections 22565 through 22574 of the Streets and Highways Code and may, therefore, be approved by the City Council; (c) The assessments, which are proposed to be levied for fiscal year 2007-08 on all parcels of assessable property that are proposed to be annexed to Landscaping, Lighting and Park District No. 2, are based on special benefit conferred upon each such parcel from the payment of the cost of the installation, operation, maintenance and/or servicing of street lighting, traffic signals, graffiti removal, landscaping, drainage facilities and appurtenant improvements; (d) The proportionate special benefit derived by each such parcel has been determined in relationship to the entirety of the capital cost of the installation, operation, maintenance and servicing of street lighting, traffic signals, graffiti removal, landscaping, drainage facilities and appurtenant improvements; and (e) The amount of the assessment which is proposed to be assessed on each such parcel is based upon and will not exceed the reasonable cost of the proportional special benefit conferred on that parcel. Intention. The City Council declares that it intends to annex the property described in Section 4 to the District, to detach such property from Landscaping, Lighting and Park District No. 1, and to levy assessments on all lots and parcels of assessable property which are proposed to be annexed to Landscaping, Lighting and Park District No. 2 of the City of San Jacinto for fiscal year 2007-08 in the amount set forth in the Report. Such assessments will be collected at the same time and in the same manner as county taxes are collected, and all laws providing for the collection and enforcement of county taxes shall apply to the collection and enforcement of the assessments. Page 2of6 SECTION 3. SECTION 4. SECTION 5. Improvements. The Improvements which shall be provided for the property proposed to be annexed to the District by and through the assessments levied annually thereon shall include the following: (a) the installation or construction of public lighting, facilities, including, but not limited to, street lights; (b) the installation or planting of landscaping, including, but not limited to, street trees, parkways, and median islands; (c) the installation or construction of park or recreational facilities; (d) the installation or construction of any facilities which are appurtenant to any improvements listed in (a) through (d) or which are necessary or convenient for the maintenance or servicing thereof including, but not limited to, irrigation, drainage, and electrical facilities; and (e) the maintenance and servicing of any of the foregoing. Annexation to Assessment District. The distinctive designation of the annexation is "Annexation No. 74 to Landscaping, Lighting and Park District No. 2 of the City of San Jacinto." The property which is proposed to be annexed to the District and which comprises Annexation No. 74 is all the property which is identified by Riverside County Assessor's Parcel Number 434-070-038. Upon the completion of the annexation proceedings, the property which comprises Annexation No. 74 will be designated as Zone 74 of the District ("Zone 74"). The boundaries of Annexation No. 74 or Zone 74 are further described and shown in the Report. The territory included within Zone 74 is generally located in the City of San Jacinto, County of Riverside. Upon completion of the annexation proceedings, such territory shall be detached from existing Landscaping, Lighting and Park District No. 1. Report and Assessments. The Report, which is on file with the City Clerk of the City Council, and which has been presented to the City Council at the meeting at which this resolution is adopted, is approved. Reference is made to the Report for a full and detailed description of the Page 3of6 SECTION 6. SECTION 7. SECTION 8. Improvements, the boundaries of Annexation No. 74 and the assessments which are proposed to be levied on the assessable lots and parcels of property within Zone 74 for fiscal year 2007-08. Duration of Assessments and Inflation Increases and Election Thereon. The assessments shall be levied on all parcels of assessable property within Annexation No. 74 or Zone 74 of the District, as identified in the Report, so long as the assessments are necessary to finance the Improvements specified in Section 3 and the maintenance and servicing thereof. The assessment amounts contained in the Report shall be subject to an annual adjustment or increase in an amount equal to the percentage increase in the Consumer Price Index — All Urban Consumers for the Los Angeles — Anaheim — Riverside Area; provided however that the amount of the assessment to be levied on any assessable parcel in any fiscal year shall not be increased by more than seven and one—half percent (7.5%), and the amount of the assessment to be levied on any parcel in any fiscal year shall not in any event exceed the actual total cost of the proportional special benefit conferred on that parcel. The assessment ballots, which are to be mailed to the owners of assessable parcels of property in Annexation No. 74 or Zone 74, as provided in Section 8 hereof, shall clearly indicate that the property owners are voting on the duration of and annual increases in the amount of the assessments as specified above. Hearing. The time and place of the hearing required by Section 22587 through 22594 of the Streets and Highways Code concerning the proposed annexation of the property described in Section 4 hereof to the District, the proposed detachment from Landscaping, Lighting and Park District No. 1, and the assessments which are proposed to be levied for fiscal year 2007-08 is set for 7:00 p.m. on July 5, 2007, at the San Jacinto Unified School District Board Room, located at 2045 S. San Jacinto Avenue, San Jacinto, California. Notice of Hearing and Ballots. The City Clerk of the City Council shall mail notice of the proposed annexation and the proposed assessments and of the time and place of the public hearing, as specified in Section 7 hereof, to the record owner of each assessable parcel of property identified in the Report. Such notice shall specify the total amount of the assessment chargeable to all the property within Annexation No. 74 or Zone 74 to Landscaping, Lighting and Park District Page 4of6 No. 2, the amount chargeable to each owner's particular parcel, the duration of the assessments, the reason for the assessments and the basis upon which the amount of the proposed assessments was calculated, together with the date, time and location of the public hearing on the proposed assessments as specified in Section 7 hereof. The notice shall include, in a conspicuous place, thereon, a summary of the procedures applicable to the completion, return and tabulation of the assessment ballots, which will accompany the notice and shall include a statement that the existence of a majority protest will result in the assessments not being levied, and that a majority protest will exist if, upon the conclusion of the hearing, ballots submitted in opposition to the assessments exceed the ballots submitted in favor of the assessments. Each such notice mailed to owners of identified parcels within Annexation No. 74 or Zone 74 to Landscaping, Lighting and Park District No. 2 shall contain a ballot which includes the City's address for receipt of any ballot when completed by any owner receiving such notice whereby each such owner may indicate his or her name, reasonable identification of the parcel and support or opposition to the proposed assessments. SECTION 9. That the Mayor shall sign this Resolution and the City Clerk shall attest and certify to the passage and adoption thereof. Page 5 of 6 ADOPTED, SIGNED AND APPROVED this following vote: Ayes: Nays: Absent: Abstain: ATTEST: Dorothy L. Chouinard, City Clerk APPROVED AS TO FORM: City Attorney, City of San Jacinto Best, Best & Krieger, LLP. 5th day of June, 2007, by the City of San Jacinto By: Jim Ayres, Mayor Page 6 of 6 STATE OF CALIFORNIA ) COUNTY OF RIVERSIDE ) ss CITY OF SAN JACINTO ) RESOLUTION NO. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN JACINTO ORDERING THE ANNEXATION OF TERRITORY (COMMONLY KNOWN AS STATE STREET PROPERTY HOLDINGS, LLC., APN 434-070-038) TO LANDSCAPING, LIGHTING AND PARK DISTRICT NO. 2 (LLPD NO. 2) AND LEVYING ASSESSMENTS FOR FISCAL YEAR 2007-08 (LLPD NO. 2, ANNEXATION NO. 74) WHEREAS, on July 5, 2007, the City Council ("City Council") of the City of San Jacinto ("City") adopted Resolution No. declaring its intention to annex certain territory to Landscaping, Lighting and Park District No. 2 ("Assessment District"), which was designated for purposes of such proceedings as "Annexation No. 74" and "Zone 74," and scheduling a public hearing thereon; and WHEREAS, by Resolution No. , the City Council approved the report of GFB-Friedrich and Associates, Inc., the Engineer of Record ("Report") which contained, among other matters, the proposed assessments to be levied for fiscal year 2007-08 upon assessable lots and parcels of land within the territory which comprises Annexation No. 74 to and Zone 74 of the Assessment District; and WHEREAS, pursuant to Section 53753 of the Government Code, notice of the proposed annexation and the proposed assessments and of the time and place of the public hearing thereon was mailed to the record owner of each parcel of property identified in the Report and further directed that each such mailed notice contain an assessment ballot upon which the property owner could indicate his or her support or opposition to the proposed assessments; and WHEREAS, the City Council has conducted the public hearing with respect to the annexation of the territory proposed to be annexed to the Assessment District and has received a report from the City Clerk regarding the tabulation of the assessment ballots submitted, and not withdrawn, in support of or opposition to the proposed assessments advising that the ballots which were received were voted in favor of the proposed assessments and that a majority protest does not therefore exist; and WHEREAS, by Resolution No. , the City Council determined that upon the annexation of such property to the Assessment District it should be detached from Landscaping, Lighting and Park District No. 1 to the extent the assessments levied thereby finance the same improvements provided for by the Assessment District. NOW, THEREFORE, BE IT RESOLVED, determined and ordered by the City Council of the City of San Jacinto as follows: Page 1 of 5 SECTION 1. Findings. The findings recited in the preceding paragraphs are true and correct. SECTION 2. Assessment District. The Assessment District is Landscaping, Lighting and Park District No. 2 of the City of San Jacinto. The territory which is proposed to be annexed to the Assessment District and which comprises Annexation No. 74 is described in the Report and includes all of the property located at Assessor Parcel Number 434-070-038 in the City of San Jacinto, County of Riverside. SECTION 3. SECTION 4. Improvements. The Improvements which shall be provided for the property proposed to be annexed to the District by and through the assessments levied annually thereon shall include the following: (a) the installation or construction of public lighting, facilities, including, but not limited to, street lights; (b) the installation or planting of landscaping, including, but not limited to, street trees, parkways, and median islands; (c) the installation or construction of park or recreational facilities; (d) the installation or construction of any facilities which are appurtenant to any improvements listed in (a) through (d) or which are necessary or convenient for the maintenance or servicing thereof including, but not limited to, irrigation, drainage, and electrical facilities; and (e) the maintenance and servicing of any of the foregoing. Annexation; Designation of Zone; Detachment. The territory comprising Annexation No. 74, as described in Section 2 hereof, is annexed to Landscaping, Lighting and Park District No. 2 of the City of San Jacinto. The diagram of the Assessment District, as modified to include Annexation No. 74 and as contained in the Report, is confirmed. Such annexed territory is designated as Zone 74 of the Assessment District. The territory comprising Annexation No. 74 and Zone 74 of the Assessment District shall be and is detached from Landscaping, Lighting and Park District No. 1 of the City of San Jacinto. Page 2 of 5 SECTION 5. SECTION 6. Levy of Assessments; Annual Increases; Duration. The assessments proposed to be levied on the lots and parcels within Zone 74 of the Assessment District for fiscal year 2007-08 in the amounts set forth in the Report and in the assessment ballot mailed to and returned by the owners of the property comprising Annexation No. 74 shall be and are confirmed and levied. Pursuant to Section 6 of Resolution No. , and as specified in such ballot, the annual amount of the assessment to be levied on each parcel of property in Zone 74 of the Assessment District shall be subject to an annual adjustment or increase in an amount equal to the percentage increase in the Consumer Price Index -All Urban Consumers for Los Angeles - Anaheim - Riverside Area; provided, however, that the amount of the assessment to be levied on any parcel in any fiscal year shall not be increased by more than seven and one-half percent (7.5%) and the amount of the assessment to be levied on any parcel in any fiscal year shall not, in any event, exceed the actual total cost of the proportional special benefit conferred on that parcel. The assessments shall be levied annually on assessable lots and parcels of property in Zone 74 so long as the assessments are necessary to finance the cost of the operation, maintenance and servicing of the improvements specified in Section 3 within and for Zone 74. Filing With the County Auditor. The City Clerk shall cause the diagram and assessment as confirmed and levied hereby to be filed with the County Auditor of the County of Riverside as required by Section 22641 of the Streets and Highways Code. SECTION 7. That the Mayor shall sign this Resolution and the City Clerk shall attest and certify to the passage and adoption thereof. Page 3 of 5 ADOPTED, SIGNED AND APPROVED this following vote: Ayes: Nays: Absent: Abstain: ATTEST: Dorothy L. Chouinard, City Clerk APPROVED AS TO FORM: City Attorney, City of San Jacinto Best, Best & Krieger, LLP. 5th City of San Jacinto day of July, 2007, by the By: Jim Ayres, Mayor Page 4 of 5 Certificate of Election Official and Statement of Votes Cast STATE OF CALIFORNIA COUNTY OF RIVERSIDE CITY OF SAN JACINTO The undersigned, ELECTION OFFICIAL OF THE CITY OF SAN JACINTO, COUNTY OF RIVERSIDE, STATE OF CALIFORNIA, DOES HEREBY CERTIFY that pursuant to the provisions of Section 53326 of the Government Code and Division 12, commencing with Section 17000 of the Elections Code of the State of California, I did canvass the returns of the votes cast at the CITY OF SAN JACINTO LANDSCAPING, LIGHTING AND PARK DISTRICT NO. 2 SPECIAL ELECTION ANNEXATION NO. 74 in the City, held on July 5, 2007. I FURTHER CERTIFY that this Statement of Votes Cast shows the whole number of votes cast in the area proposed to be annexed to Landscaping, Lighting and Park District No. 2 of the City of San Jacinto for or against the Measure are full, true and correct. VOTES CAST ON PROPOSITION 1: WITNESS my hand this 5th day of July, 2007 YES NO Dorothy L. Chouinard, City Clerk City of San Jacinto Page 5 of 5 ?!PRESS- ENTERPRISE CLASSIFIED ADVERTISING tinted by: Lombera, Alma at: 3:57 pm on: Friday, Jun 22, 2007 It Account Information Phone # (951) 487-7330 Name: SAN JACINTO, CITY OF Address: P 0 BOX 488 SAN JACINTO CA 92583 Acct #: 103537 Client:' Placed by SANDY McKAY Fax # (951) 487-6779 Ad Information Classification: Legals Publications:: Hemet -San Jacinto Zone Internet Start date"06-23-07 Stop date: 06-23-07 Insertions:; 2 Rate code:( City Ad type:1 Ad Liner Taken by:' Lombera, Alma Size:( 2x101.950 Bill size:; 204.00x 5.14 agate lines Amount due:;` 44 is } Ad 14: 8618965 Ad Copy: NOTICE OF HEARING ON ANNEXATION OF PROPERTY TO LANDSCAPING, LIGHTING AND PARK DISTRICT NO. 2 OF THE CITY OF SAN JACINTO (ANNEXATION NO. 74) AND ASSESSMENTS PROPOSED TO BE LEVIED ON THAT PROPERTY FOR FISCAL YEAR 2007-08 NOTICE IS HEREBY GIVEN that at 7:00 o'clock p.m, on July 5, 2007 in the San Jacinto Unified School District Board Room at 2046 South San Jacinto Avenue San Jacinto, Califor- nia, the City Council of the City of San Jacinto ("City') will can - duct a public hearingregarding the annexation of certain prop- erty, generally locatd an the East side of State Si North of Ramona Boulevard in the City of San Jacinto, County of River- side, to Landscaping, Lighting and Park Distnct No. 2 ("District) as Annexation No. 74 which, if onnexed, will became Zone 74 of the District, and the assessments which are pro- posed to be levied on parcels of property in Zone 74 for fiscal year2007-08. According to the Cily's records you are the record owner of a parcel or parcels of property within Zone 74 Which is or are subject ta the levy of the proposed assessments. The total amount of the assessments which are proposed to be levied for fiscal year 2007-08 on parcels in Zane 74 is $ 6,742.16. The amount of the annual assessment which is proposed to be lev- ied an each parcel in Zone 74 Is as follows: Tract Number/APN Annual Assessment Amount Per Parcel 34643 (434-070-038) $ 6,742.16 The assessments are proposed to be levied to pay theannual cost of the Installation, operation, maintenance and servicing of street lighting; traffic signals; parkway and park/open space landscaping; park facilities; and drainage facilities (pipe, catch basins, lunation structures, and connections to flood control channel), Also included is graffiti removal, and any other op- purtenant improvements ('Improvements') in the District, The total amount of the assessments which are proposed to be levied on parcels of property in Zone 74 is equal 10 the amount of the estimated annual cost of the installation, opera- tion, maintenance and servicing of the Improvements within Zone 74 for the 2007-08 fiscal year. The amount of the assess- ment which is proposed to be levied on each parcel in Zone 74 was calculated on the basis of the proportionate special benefit delved by the parcel in relationship to the entirety of the costs that are relatedtothe installatiion, operation, maintenance and servicing of the improvements for said fiscal year and was de- termined by dividing the estimated annual cost by the number of units of benefit within Zone 74, The assessments will be lev- ied on ail parcels within Zone 74 so longas such assessments are necessary to pay the annual cast oftheinstallation, opera- tion, maintenonce and servicing of the Improvements in Zone 74. The City Council has determined That the amount of the as- sessment which will be levied per parcel for each parcel in Zone 74 in future fiscal years may be increased by the percentage increase in the Consumer Price Index - Alt Urban Consumers for the Los Angeles -Anaheim -Riverside Area provided that the amount of the assessment is nol increased by more than seven and ane-half percent (72%) in any fiscal year and provided that the amount of the assessment to be levied on any parcel in any fiscal year shall not in any event exceed the reasonable costs of the proportional special benefit conferred an the par- cel: Praperty owners who vole Assessment Ballots in support of the levy of the proposed assessment will also be voting in support of such an increase in the annual amount of assess- ments to be levied in future fiscal years. At the conclusion of the public hearing, the City Clerk will tabulate the assessment balots submitted, and not withdrawn, In support of or opposition to the levy of the proposed assess- ments. A majority protest will exist if the assessment ballots submitted, and not withdrawn, in opposition to the levy of the proposed assessments exceed the assessment ballots submit- ted and not withdrawn in favor of the levy al the proposed as- sessments, weighting those assessment ballots by the amount of the proposed -assessment to be imposed upon the identified parcel for which each assessment ballot is submitted. If there is a majority protest against the levy of the proposed assess- ments, the property will not be annexed to the District and the City Council will not levy the proposed assessments on parcels of property within the District. DATED: June 5, 2007 /s/ Dorothy Chouinard City Clerk City of San Jacinto 6/23 474 W. Esplanade Ave. San Jacinto, CA 92583 951-763-3413 951-763-3410 Fax Z00/Z0071 --- Page 1 --- CIPT.3TSSH'T'1 PR .T.oWAr4 fTbCCQ/TCF VW2 Tn:cT TVS Inn7/7V/nn AGENDA TRANSMITTAL FORM TO: Dorothy L. Chouinard, City Clerk [CY+Enclosure: Staff Report for meeting of [CC or RDA] [date] tkwa tfc uvAscack owv*A. (short title title - include Resol No. or Ord No. _) Consent Calendar Item (3.) Public Hearing Item (4.): Notice required yes no Copy attached yes no Published (date(s)) Notices sent (date(s)) k Staff Reports Item (5.) Attachments include: A. t Ar enn tAlkt ei Xs:Loa-0E- ks) oak' uv‘ 5 B. C. Other: Please provide a fully executed copy of documents to: Please record and return conformed copy Your IMMEDIATE attention is necessary Comments: DATE: (-- C.3\t-ektialStk S'1,S [W. me], [litle] S:\City Clerk\Agenda - CC Transmittal Form.doc IT July 5, 2007 TO: The Honorable Mayor and Members of the City Council FRO Habib Motlagh, City Engineer SUBJECT: Award of Contract, 2007 Downtown Sidewalk Project RECOMMENDATION: Staff recommends that the City Council, by motion, award the contract for the 2007 Downtown Sidewalk Project to the lowest responsible, responsive bidder. DISCUSSION: Previously, the City Engineer's office prepared plans and specifications for the 2007 Downtown Sidewalk Project, and obtained approval of the specifications from the Riverside County EDA. This approval was necessary due to the use of CDBG funds on the project. The bid opening for the 2007 Downtown Sidewalk Project is scheduled for Monday, July 2. Subsequent to the bid opening, staff will summarize the bids and bid amounts and identify the lowest responsive and responsible bidder. At the Council meeting, staff will present the bid results and inform the Council of the project's cost. The attached exhibit shows the locations at which work will occur as part of this project. ALTERNATIVES: Approval: Approve item as presented Denial: Disapprove item and provide staff with direction on how to proceed Approvals City Manager: Finance Director: Page 1 of 2 FISCAL IMPACT: The available budget for this project is $488,000, as approved in the 2007-08 CIP program. The source of funding is CDBG. At the Council meeting once bid results are available, the City Engineer's office will determine whether available funding is adequate and make any necessary funding recommendations. ATTACHMENTS: • Exhibits will be provided at the meeting. Page 2 of 2 07/11/2007 13:18 9096543728 CITY OF SAN JACINTO 07/11/2007 11:17 9099438416 11 TPI SAKE 2007 Downtown San Jacinto Sidewalk 'reject PAGE 01 PAGE 01 �g- .2S-) ;ammar s of_Bid Ruts Aids opened on July 2, 2007. Seven bids received. Low bid from Landmark Site Contractors Landmark previously worked in San Jacinto on construction of the Soboba ltnad Mud Interceptor last fall. l risc Im rct available funding: ' • CDBG funds, $488,000 • SE 821 funds, $65,000 total funding $553,000 ltoject allocation • Low Bid: $470,000 • 17% contingency & soft costs: $84,000 lotal budget allocation = $550,000 eda story Start of Construction: August 1, 2007* Contract Duration: 90 days i [andatory Completion: October 30, 2007 #,York may beginsooner, depending on contractor availability r, 0 l a EBS,`Inc in C rin Contras 2007 DOWNTOWN SIDEWALK BD RESULTS JULY 2, 2007 - 3P1 Bid, Amoun Bond 661,200.00 84,755.50 $569 074.00 n 0 .00 Yes es Yes Yes Low Bidder 07/11/2007 13:18 9096543728 CITY OF SAN JACINTO PAGE 03 PAGE ud 07/11/2007 11:17 II se9943B416 TRI LAKE • A 1 A ,-•41•110 1 JACXD AVE - -- MISTLEVE AVE HEW! s- 4 1. 0 ANAR EVS AV SOBEBA AVE ..s MM.111 40MWEIWWM •", \ Vi.j.........................rT,fTh AGENDA TRANSMITTAL FORM TO: Dorothy L. Chouinard, City Clerk Enclosure: Staff Report for CC Meeting of July 5, 2007 [CC or RDA] [date] Approve Equipment Purchase, Budget Appropriation and Tax Exempt Lease Financing of Public Works Equipment Consent Calendar Item Public Hearing Item: Notice required yes no Copy attached yes no Published (date(s)) Notices sent (date(s) X City Departments Item Attachments include: A. Tax Exempt Lease Definition -CDIAC B. Proposed equipment to be financed C. Equipment quotes D. Lease finance proposal Other: Please provide a fully executed copy of documents to: Please record and return conformed copy Your IMMEDIATE attention is necessary Comments: DATE: June 26, 2007 Bernard Simon, Finance Director [Name], [Title] \\SanJacl\Users\BSimon\Bemie\Equipment Financing\07-05-07 Lease CC Transmittal Form.doc TO: AGENDA ITEM July 5, 2007 The Honorable Mayor and Members of the City Council FROM: Bernie Simon, Finance Director Michael Emberton, Public Works Director SUBJECT: Approve Equipment Purchase and Tax Exempt Lease Financing of Public Works Equipment RECOMMENDATION: Staff recommends that the City Council, by motion, 1) Continue appropriations for $275,000 Storm Drain maintenance equipment approved in FY 2006-2007 to FY 2007-08 budget year and approve tax exempt lease financing for equipment not to exceed $275,000; 2) Approve the purchase of Public Works equipment designated to be financed by tax-exempt lease financing for equipment in FY 2007-08 budget year not to exceed $525,000; 3) Approve entering into a tax-exempt lease financing arrangement with SunTrust Leasing Corporation over five years for smaller equipment and seven years for larger equipment; and 4) Authorize City Manager to execute all documents necessary for tax-exempt lease financing. SUMMARY: Staff proposes to rollover the equipment approved with the formation of a Storm Drain and Basin Maintenance budget in FY 2006-07 with the Public Works equipment that is proposed to be purchased in the FY 2007-08 budget with lease financing. The equipment is needed to provide a continuing level of service for storm drain, maintenance, streets and parks. The total equipment cost of $775,000 is proposed to be financed by lease financing rather than an up front cash outlay. The City would own the equipment at the end of the lease. The primary source of funds to pay for the leases will come from cost recoveries from the LLPD assessment districts and CSA 152 assessments. Page 1 of 7 BACKGROUND: Acquisition of Public Works Equipment by lease purchase is proposed in order to conserve cash flow and to take advantage of lease financing provisions that are subject to continuing appropriations. It is anticipated that the majority of funds to make the lease payments are coming from CSA 152 and LLPD #2 funds. The equipment to be purchased was presented in the FY 2007-08 budget as well as the FY 2006-07 budget addition for initiation of a Storm Drain and Basin Maintenance program. It is fairly typical of governments to finance the building or acquisition of capital assets with a tax exempt financing lease. A capital asset is basically anything that is depreciable. CDIAC describes a tax exempt financing lease as follows: DISCUSSION: Council appropriated funds in FY 2006-07 to initiate a Public Works - Storm Drain and Basin Maintenance program with $280,000 of equipment in addition to personnel and other costs. The source of repayment will primarily be cost recoveries from LLPD assessment districts. The recently adopted FY 2007-08 budget includes provisions of purchasing $392,000 for Public Works — Streets, consisting of a stencil truck and new street sweeper to be funded by lease financing. The source of repayment will primarily be CSA 152 assessments for the sweeper truck and primarily the general fund for the stencil truck. In addition, the adopted FY 2007-08 budget also includes provisions of purchasing $185,000 in pick up trucks and service trucks for Public Works - Parks to be funded by lease financing. The source of repayment will primarily be cost recoveries from LLPD assessment districts. The lease financing includes a provision for continuing appropriations. Therefore, should the anticipated source of the majority of the repayment from levy of assessments be reduced or eliminated, the city would not be obligated to continue the lease payments. However, the equipment would probably be taken by the leasing company. Staff reviewed quotes from various banks and leasing companies and recommends SunTrust Leasing Company they quoted the lowest financing cost of 4.46% annually for the 5 year term equipment and 4.53 for the seven year term equipment, along with the terms desired. The quote will be adjusted since the updated equipment costs were less than originally budgeted. All lease documents will be reviewed and approved by the City Attorney. Page 2 of 7 The leasing company will establish an escrow fund from which the approved equipment will be purchased. The City will then make semi-annual payments to the leasing company for a period of 5 years for the small equipment and 7 years for the larger equipment. The City will own the equipment at the end of the lease. ALTERNATIVES: 1) Approve purchase and authorize lease financing; 2) Do not approve; and 3) Recommend alternative financing. FISCAL IMPACT: Total lease payments over the term of the lease would be $775,000 plus interest. The actual lease cost would be less than the budgeted lease payments budgeted in FY 2007-08 budget because the equipment costs quoted were actually less than estimated. Budgeted lease payments were allocated as follows: 1) Parks $40,028 2) Storm Drain Maintenance $30,659 3) CSA 152 $64,800 4) Streets $19,972 Total Lease Payments Budgeted $155,459 The funding source of the lease payments is primarily assessment district funds (LLPD and CSA 152). ATTACHMENTS: Tax Exempt Lease Definition -CDIAC Proposed equipment to be financed Equipment quotes Lease finance proposal Tax Exempt Lease Definition: Tax -Exempt Lease. The term tax-exempt lease refers quite literally to the tax treatment of the interest component of lease payments, though more generally it applies to the variety of lease purchase agreements which allow a government agency to obtain use and ownership of capital assets. Technically, the accounting term capital lease more correctly identifies the range of lease -purchase arrangements which result in transfer of title to the lessee, as it is Page 3 of 7 possible to transfer title to the lessee while running afoul of federal and state requirements for tax-exempt status. Most capital leases entered into by government agencies do in fact qualify for tax-exempt status, and these agreements are correctly identified as tax-exempt leases. Tax-exempt leases are designed to avoid classification as debt for purposes of the constitutional debt limitation (Article XVI, Section 18 of the California Constitution), which prohibits cities, counties, school districts and boards of education from incurring indebtedness without two-thirds voter approval. This is accomplished in one of two ways. Under a nonappropriation lease, the government lessee reserves the right to terminate the lease simply by not appropriating funds in its budget for lease payments. In other words, the lease agreement does not automatically obligate the government lessee for a multiyear period. Under an abatement lease, the lease obligation is contingent upon the right to beneficial use and/or occupancy of the leased property. In other words, the lease obligation ceases if the leased property somehow is destroyed. Because neither type of lease imposes an absolute and unconditional general fund obligation, neither is classified as debt under state law. Tax-exempt leasing serves two distinct roles in governmental finance. First, tax-exempt leasing permits agencies to acquire personal property, such as automobiles and computers that may be too expensive to purchase outright but has a useful life too short to finance through long-term bond issues. Second, tax-exempt leasing provides the legal framework for borrowing large sums of money from the capital markets to finance major capital projects. In this application, tax-exempt leasing serves as an alternative to issuing municipal bonds. Structuring a major capital project financing as a tax-exempt lease merely provides the legal authority for the borrowing to occur outside of constitutional and statutory debt restrictions. - GUIDELINES FOR LEASES AND CERTIFICATES OF PARTICIPATION CALIFORNIA DEBT ADVISORY COMMISSION State Treasurer and Chair CDAC 93-8 Page 4 of 7 City of San Jacinto Public Works Proposed Equipment Financing City of San Jacinto Equipment Lease Financing Needs Storm Drain and Basin Maintenance Division — Public Works Department Equipment Description Number Estimated Cost 3.5 - 5 Yard Vactor Truck Vacuum/ Jetter Truck Unit 1 205,000 1 Ton 12" Stake Bed Dump Truck Bed and Chassis 1 28,000 3/4 Ton 8' Truck & Service Body Chassis and Unit With (1) enclosed Utility Trailer 1 31,000 Total 5264,000 Streets Division — Public Works Department Equipment Description Number Estimated Cost Street Sweeper Truck/broom unit 1 252,000 Street Striper Truck Stencil Truck and unit 1 99,000 Total $351,000 Parks Division — Public Works Department Equipment Description Number Estimated Cost ' Ton Pick up Truck 1 25,000 1 Ton Flatbed Bed Dump Truck Bed and Chassis 1 30,000 3/4 Ton Pick up Truck With (1) enclosed Utility Trailer 4 105,000 Total $160,000 Grand Total $775,000 FINANCING QUOTES SunTrust 5 year 4.46% $500 Escrow Fee 7 year 4.53% Koch Financial 5 year 4.58% 5750 Escrow Fee 7 year 4.64% Key Bank 5 year 4.58% $ 0 Escrow Fee 7 year 4.58% Page 5 of 7 Proposed Lease/Purchase of Storm Water Vehicles June 2007 Summary: • Storm Water Acquisition of 1 ton Ford F-350 12' Stake Bed Dump Truck from Moss Bros Ford, Colton for $26,921.44 (competitive proposals complete — June 2007) add $1,000 for safety features such as strobe lights and fire ext. • Storm Water Acquisition of 34 ton Ford F-250 pick-up truck w/8' service body from Moss Bros. Ford in Colton for $23,729.49 (competitive proposals complete — June 2007) add $1,000 for safety features such as strobe lights and fire ext. • Storm Water Acquisition of 3.5 — 5 yard Vac -con vacuum/jetter unit mounted on International 4300 series 4 x 2 truck from M.M.E Municipal Maintenance Equipment total $200,860.30 (competitive bids complete — June 2007) add $1,000 for safety features such as strobe lights and fire ext. • Storm Water Acquisition of enclosed Utility Trailer— Est. $5,000. • Streets Acquisition of LPG powered Schwarze M-6000 mechanical street sweeper from Kelly Equipment, Upland Ca. using Huston Galveston Area Council for $249,926.30 (competitive bid using HGAC governmental source) add $1,000 for safety features such as strobe lights and fire ext. • Streets Acquisition of 2008 Ford F-350 1 ton stake/dump bed w/palletized EZ Liner AL-110 Stencil unit and w/palletized AL-120 striper unit from EZ Liner Industries for $97,500 (Competitive bids are incomplete) add $1,000 for safety features such as strobe lights and fire ext. TOTAL Proposed Amount Financed for Storm Water Vehicles $264,000 (Final amount may adjust due to unforeseen fees or costs, and additional equipment.) $280,000 was approved by council for storm water vehicles. A portion of the ($28,488.77) balance of the amount approved will be used or needed to outfit the vehicles with safety features, lights etc after receipt of vehicles. TOTAL Proposed Amount Financed for Street Vehicles $351,000 (An additional $5000 is included for safety lighting/features after receipt of vehicles) = $615,000 Page 6 of 7 SAN C I TO :. Proposed Lease/Purchase of Parks Vehicles June 2007 Summary: • Parks Acquisition of 1- 1- ton Ford F-350 12' Stake Bed Dump Truck from Moss Bros Ford, Colton for $26,921.44 (competitive proposals complete — June 2007) add $1,000 for safety features such as strobe lights and fire ext. • Parks Acquisition of 4- 3/4 ton Ford F-250 pick-up truck w/8' service body from Moss Bros. Ford in Colton for $94,917.96 (competitive proposals complete — June 2007) add $1,000 for safety features such as strobe lights and fire ext. • Parks Acquisition of enclosed Utility Trailer— Est. $5,000. • Parks Acquisition of 2007 Ford F-150 1/2 ton long bed from Palm Springs Ford in Cathedral City for $25,000.00 (Competitive proposals Complete June 2007) add $1,000 for safety features such as strobe lights and fire ext. TOTAL Proposed Amount Financed for Parks Vehicles .$160,000 (Final amount may adjust due to unforeseen fees or costs, and additional equipment.) $185,000 was approved by council for Parks vehicles. A portion of the ($38,160.60) balance of the amount approved will be used or needed to outfit the vehicles with safety features, lights etc after receipt of vehicles. TOTAL Proposed Amount Financed for Parks Vehicles $160,000 (An additional $7,500 is included for safety lighting/features after receipt of vehicles) Page 7 of 7 Municipal Maintenance Equipment 2360 Harvard Street • Sacramento, CA 95815 • (916) 922-1 101 • Fax: (916) 922-1034 1061 N. Shepard Street, Unit B • Anaheim, CA 92806 . (714) 632-2871 • Fax: (714) 632-2874 4750 Caterpillar Road, Unit D •`Redding, CA 96003 • (530) 243-4856 • Fax: (530) 243-1447- June 21, 2007 City:of San Jacinto 270 Bissle San Jacinto, CA 92583 Attention: Barry Mulcock PHONE 951-65474041 FAX 951-487-7382 bmulcock@sanjacintoca.us (Total 2 Pages) We are pleased to provide the following quotation on the Vac -Con Combination Sewer and Storm Drain Cleaner for your review. Each Vac -Con Model V230BUH/500 complete with the following standard features: • 2 Stage Centrifugal Compressor (135" water, 8000 cfin) • Hydrostatic blower drive • 3/16"'3.5 yard Corteri Steel Debris Tank — 5 year warranty • Full opening rear door with mechanical rear door locks • 5" Butterfly valve with 10' layflat hose • Debris tank dumping: minimum 50 degree, hydraulic lift • 500 gallons capacity Polyethylene water tank —10 year warranty • 6" Vacuum intake hose • Boom travel tie down 5 ft. Extendable boom • 500 ft. capacity (3/4'1) Front mounted / pivoting hose reel_ Hose rewind guide • Hose guide (Tiger_Tail) _ • 30" Leader hose '600 psi,wash down hand gun with 25 ft. ofhose_and nozzle • Sealed and locking tool box _ • 1) each Sanitary and Penetrator nozzles _ • 20.5 ft. Aluminum intake pipe (1-3', 1-5', 1-6', and 1-6.5') • ICC lighting • DuPont Imron 5000 Polyurethane Paint - white • Blue Striping Package • 12 month standard warranty Complete with the following optional features: • 500 ft. Jet Rodder Hose (in lieu of 400 ft. standard) • . 0-40 gprri/3000 psi water pump system, 3%" hose • Debris Body Flush Out, 6 jets • 21/2" Water Drain Gate Valve Assembly • . Debris Body Flush Out,'6jets • 21/2" Water Drain Gate Valve Assembly • Variable Flow Valve "Customer Satisfaction is Our Goal" June 21, 2007 City of San Jacinto Vac -Con V230BUH/500 Quotation Page 2. •. 4 Strobes — stop/tum/tail lights , • Hand Held Spot Light • 50 ft. Capacity Retractable Hand = Gun Hose Reel • Hose Footage Counter (Standard- Driver Side) • Cone' Storage Rack • Remote Boom Grease Zerk Assemble (Ground Level) • Remote Debris Tank Grease Assembly (Ground Level) • Aluminum Storm Nozzle 3/",50 gpm • 3/4" x 10 ft. Length Leader Hose • Hydraulic Rear Door Locks • Arrowboard • Back Up Alarm • - Water & Debris Tanks Tied Together Mounted on a new 2008 International 4300`4x2 Truck Chassis complete with the following features: _ • 225 HP • Equipped with Exhaust Scrubber • 3000 RDS Automatic Transmission • Air Conditioning • AM/FM - • Painted white Price F.O.B. San Jacinto, CA $186,413.27 7.75% Sales Tax 14,447.03 Total - $200,860.30 Quotation includes delivery and on -site training. Normal delivery 210-250 days A.R.O. depending on truck chassis availability, .Terms Net 30. - Quotation valid for 30 days. Thank you for your interest in this fine product,line. Should you have any questions or need additional infor'rnation, please call. We look forward to being service. Sincerely, Municipal Maintenance Equipment, Inc. dg. Frank Wheeler III, Vice President VACCON MORE TO YOU VAC CON POWER AND QUALITY IN A SMALLER, MORE ECONOMICAL PACKAGE June 25, 2007 Mr. rry Muck 270 Bissea Place San Jar,• -into, CA.9258.3 Subject: Schwarze M-6000 Mechanical High Dump L Cooperative Purchase Proposal Dear Mr.. Muiccoc G Swe er Thank you for your interest 'in the SchwarzM-6000TE Mechanfcai H'on Dump LPG Sweeper and Sonwarze M-6000SE Mechankbal High Dump Diesel Sweeper. Based on °Jr conversations and demonstrations, Kelly Equipment is pleased to offer the following competitive bid pring on these units. In recent years cooperative purchasing programs have become a great tool to save municipal and governmental agencies money. They allow .41 -ncies such as the City of San Jacinto the opportunity to purchase supplies and equipment at pre -negotiated dacount municipal pricing. Schwarze ndustres s a rnemPer of The Houston, Galveston Arz— Council (HGAC). Tnrough this program Schwarze lnOustries has delivered similar equipment throughout the country. Recent transactions include The arty of Phoenix, The City of Santa Rosa, The City of Fresno, Stanislaus County and Carmen City. In order to facilitate the purchase benefits of local business, Kelly Equipment wit extend the identical pricing to that of the HGAC contrt to The City of San Jacinto. This will provide identicat pricing and equipment. Sased on the attached proposals frorhSchwarze Industries, th ocal dellvered price for a cooperative purchase would be as follows: HGAC Unit Price: Freight FOB San Jacinto HGAC Administrative Fee Sates Tax 0 7.75% TOTAL PRICE: We look forward to being Of Respectfully Submitted, Kelly Equipment Tommy Powell Safes Representative TE LP 9224,120AX) S 5.000.60 • 3,4-37 00 $ 17.369,30 , S249,925 30 Service to The City of ft J Diesel $175,55a_0o $ 5,000.00 S 2107 Li?,60.74 774.61 1884 Woodlown Street ()pit:and CA97786 T. gC9.-728(.45.57 T8OO2&7933 F. ,9C9,92(1.4558 keityqJfp,corn support@kellyaquPpom 29883 Santa Margarita Parkway Suite 100 Rancho Santa Margarita, CA 92688 Tuesday, June 19, 2007 Bernie Simon Finance Director City of San Jacinto 201 East Main St San Jacinto, CA 92583 VIA E-MAIL RE: Proposal for Lease -Purchase Financing Dear Bernie: SunTrust Leasing Corporation ("SLC") is pleased to present to the City of San Jacinto its proposal for equipment/project financing. The terms and conditions of our proposal are outlined as below: LESSEE: City of San Jacinto. Lessee is a state or political subdivision within the meaning of Section 103(c) of the Internal Revenue Code of 1986, as amended (the "Code"). LESSOR: SunTrust Leasing Corporation, or its Assignee TYPE OF FINANCING: BANK QUALIFICATION: EQUIPMENT: Master Lease Agreement. Said Agreement shall be a net lease arrangement whereby Lessee is responsible for all costs of operation, maintenance, insurance, and taxes. The Agreement shall be based on the annual appropriation of funds. Lessee reasonably anticipates the total amount of tax-exempt obligations (other than private activity bonds) to be issued by Lessee during calendar year 2007 will not exceed ten million ($10,000,000.00) dollars. Various Capital Equipment SUNTRUST LEASING CORPORATION LEASE PURCHASE FINANCING PROPOSAL PAGE 2 OF 4 OPT FINANCING AMOUNT INTEREST RATE TERM STRUCTURE FIRST PAYMENT DUE NO. OF PAYMENTS PAYMENTS TOTAL PAYMENTS A $ 352,000.00 4.46% 5 YEARS SEMIANNUAL 180 DAYS 10 $ 39,659.99 $ 396,599.90 B $ 525,000.00 4.53% 7 YEARS SEMI-ANNUAL 180 DAYS 14 $ 44,178.94 $ 618,505.16 PURCHASE OPTION: ESCROW FUNDING: ESCROW DISBURSEMENTS: REIMBURSEMENT: The purchase option can be exercised on any scheduled payment date. The current payment and purchase option are due should the Lessee decide to exercise the option. SLC has assumed funding of an escrow account for this transaction on or about July 10, 2007. The Equipment Acquisition Fund will be used to pay equipment vendors/contractors and any escrow expenses. Escrow Agent will be selected by Lessee subject to SLC's credit approval. SLC to review and approve escrow disbursements prior to Escrow Agent disbursing of funds. It is assumed that all interest earnings will accrue for benefit of Lessee. This proposal also does not take into consideration the application of any interest earnings from the escrow fund of the account. If the Lessee selects the escrow funding option, the Lessee will be responsible for a $500.00 escrow fee. SLC will request the following information from the Lessee to authorize disbursement of funds to vendors and or the Lessee from the escrow account: • Executed Disbursement Request Form • Executed Acceptance Certificate • Copies of Vendor Invoices; • Proof of Payment (required if Lessee is requesting a reimbursement) • Proof of Insurance (both Liability and Property and Casualty Coverage) • For vehicles, a copy of the Title Application listing SunTrust Leasing Corporation as a lien holder; and • For vehicles, a copy of the MSO or Manufacturer's Statement of Origin. If Lessee intends to be reimbursed for any equipment cost associated with this Agreement, intent for reimbursement from the proceeds of SUNTRUST LEASING CORPORATION LEASE PURCHASE FINANCING PROPOSAL PAGE 3 OF 4 INSURANCE: this Agreement must be evidenced, and must qualify under the Treasury Regulation Section 1.150.2. The Lessee shall furnish confirmation of all risk physical damage insurance coverage for the full cost of the property plus one million ($1,000,000.00) dollars combined single limit property damage and bodily injury insurance covering the property. SLC shall be named as loss payee and additional insured on such coverage. AUTHORIZED SIGNORS: The Lessee's governing board shall provide SLC with its resolution or ordinance authorizing this Agreement and shall designate the individual(s) to execute all necessary documents used therein. LEGAL OPINION: The Lessee's counsel shall furnish SLC with an opinion covering this transaction and the documents used herein. This opinion shall be in a form and substance satisfactory to SLC. LEGAL TITLE: Title to the equipment will be in the name of Lessee. Lessor will be granted a security interest or lien on all collateral being financed. DOCUMENTATION: RATE LOCK EXPIRATION: FINANCIAL STATEMENTS: Utilize standard SLC lease agreement that will cover all facets of the transaction. A copy of the sample master lease agreement will be forwarded to the Lessee upon acceptance of the proposal. The Lessee will be responsible for a $600.00 documentation fee which will be taken from lease proceeds. If the proposal is accepted by June 22, 2007, and funding occurs by July 20, 2007, the Lease Rate and Lease Payment will remain firm for the term of the financing. If the proposal is not accepted by June 22, 2007, and funding does not take place by July 20, 2007, the Lease Rate and Lease Payment Amounts will be adjusted to market conditions three (3) days prior to funding. Once set, the Lease Rate will remain fixed for the Lease Term. Lessee shall provide to Lessor three (3) years of current financial statements, budgets, demographics, and proof of appropriation for the ensuing Fiscal Year and such other financial information relating to the ability of Lessee to SUNTRUST LEASING CORPORATION LEASE PURCHASE FINANCING PROPOSAL PAGE 4 OF 4 continue this Agreement as may be reasonably requested by Lessor. This proposal is subject to final credit approval by the Credit/Investment Committee of SunTrust Bank and approval of the lease documents in SunTrust Leasing Corporation's sole discretion. To render a credit decision, Lessee shall provide SLC with the information requested above. Upon receipt of the signed proposal, we will endeavor to provide you with a timely commitment. It is a pleasure to offer this proposal to you and we look forward to your favorable acknowledgment. Sincerely, Lance S. Holman Vice President AGREED TO AND ACCEPTED BY: Name: Title: Date: SU ECT TO AND ADE A PART OF THAT CERTAIN PROPOSAL DATED JUNE 19, 20W LESSEE: LESSOR: COMMENCEMENT: STRUCTURE: 1ST PAYMENT DUE: RATE: Payment No. 0 1 2 3 4 5 6 7 8 9 10 CITY OF SAN JACINTO, CA SUNTRUST LEASING CORPORATION 10-JuI-2007 10 SEMI-ANNUAL PAYMENTS IN ARREARS 10-Jan-2008 4.4600% Date 10-Jul-2007 10-Jan-2008 10-Jul-2008 10-Jan-2009 10-Jul-2009 10-Jan-2010 10-Jul-2010 10-Jan-2011 10-J uI-2011 10-Jan-2012 10-Jul-2012 Payment Principal - $ 39,659.99 $ 31,810.39 39,659.99 $ 32,519.76 39,659.99 $ 33,244.95 39,659.99 $ 33,986.31 39,659.99 $ 34,744.21 39,659.99 $ 35,519.01 39,659.99 $ 36,311.08 39,659.99 $ 37,120.82 39,659.99 $ 37,948.61 39,659.99 $ 38,794.86 Purchase Interest Option $ 7,849.60 $ 329,795.30 $ 7,140.23 $ 296,299.95 $ 6,415.04 $ 262,057.65 $ 5,673.68 $ 227,051.74 $ 4,915.78 $ 191,265.20 $ 4,140.98 $ 154,680.63 $ 3,348.91 $ 117,280.22 $ 2,539.17 $ 79,045.77 $ 1,711.38 $ 39,958.71 $ 865.13 $ - Totals 396,599.90 $ 352,000.00 $ 44,599.90 OPTION A 5 YEARS 1 SUBJECT TO AND ADE A PART OF THAT CERTAIN PROPOSAL DATED JUNE 19, 200 LESSEE: LESSOR: COMMENCEMENT: STRUCTURE: 1ST PAYMENT DUE: RATE: Payment No. 0 1 2 3 4 5 6 7 8 10 11 12 13 14 Totals CITY OF SAN JACINTO, CA SUNTRUST LEASING CORPORATION 10-Jul-2007 14 SEMI-ANNUAL PAYMENTS IN ARREARS 10-Jan-2008 4.5300% Date 10-Jul-2007 10-Jan-2008 10-Jul-2008 10-Jan-2009 10-Jul-2009 10-Jan-2010 10-Jul-2010 10-Jan-2011 10-J uI-2011 10-Jan-2012 10-Jul-2012 10-Jan-2013 10-J uI-2013 10-Jan-2014 10-Jul-2014 Payment Principal 44,178.94 44,178.94 44,178.94 44,178. 94 44,178. 94 44,178.94 44,178.94 44,178. 94 44,178. 94 44,178.94 44,178.94 44,178. 94 44,178.94 44,178.94 618,505.16 OPTION B 7 YEARS $ $ 525,000.00 $ 93,505.16 Interest $ 32,287.69 $ 11,891.25 33,019.01 $ 11,159.93 33,766.89 $ 10,412.05 34,531.71 $ 9,647.23 35,313.85 $ 8,865.09 36,113.71 $ 8,065.23 36,931.68 $ 7,247.26 37,768.19 $ 6,410.75 38,623.64 $ 5,555.30 39,498.46 $ 4,680.48 40,393.10 $ 3,785.84 41,308.01 $ 2,870.93 42,243.63 $ 1,935.31 43,200.45 $ 978.49 Purchase Option 507,493.68 473,484.10 438,704.21 403,136.55 366,763.29 329, 566.16 291, 526.53 252,625.30 212,842.96 172,159.55 130,554.65 88,007.40 44,496.46 2 SunTrust leasing Corporation Public Sector Finance Group Creative Financing Solutions With several billion in funded for municipalities, school districts, and other govemment agencies nationwide, SunTrust Leasing's Public Sector Finance Group is one of the largest providers of financial solutions to the govemment market. Our dedicated professionals understand your unique needs, and can structure tax-exempt private placements to achieve optimal rates and terms that complement your long-term financial strategies. You need vehicles, equipment and other assets, but not a tower of paperwork. And definitely not additional credit approvals, voter referendums, and the endless barrage of legal opinions normally associated with the purchase of assets. Our reduced closing costs, competitive rates, and flexible repayment options give new meaning to the term "ease of issuance." That's why we're here - to make it easy to obtain financing solutions that meet your needs. The SunTrust Advantage — How You Benefit • Competitive Tax -Exempt Rates • Little or No Cost of Issuance • Financing Term Equal to Asset Life • Flexible Payment Options • Extended Rate Locks • Simplified Documentation • Cash Preservation • Prompt Funding Our Tax -Exempt Products • Master Lease Lines of Credit • Debt Certificates • Lease/Installment Purchases Sample Assets/Proiects Financed • Police, Fire & EMS Vehicles • Computer Hardware & Software • Facility Construction/Acquisition • Maintenance Equipment • Water Meters • Private Placement Notes • Tax Anticipation Notes • Bond Anticipation Notes • Helicopters • Public Works Equipment • 911 Systems • Maintenance Vehicles • Road/Highway Construction Contact Us To learn more about how our financing solutions can help you, please contact: • School Buses • Telecommunications • Waste Water Treatment Plants • Facility Improvements • Energy Savings Projects Lance S. Holman, Vice President SunTrust Leasing Corporation 29883 Santa Margarita, CA 92688, Suite 100 Rancho Santa Margarita, CA 92688 949-713-9063 (V) 949-713-9065 (F) Lance.HoIImanSunTrusLcom Member FDIC.!® 2006 SunTrust Banks, Inc. SunTrust is a federally registered service mark of SunTrust Banks, Inc. 2/06 AGENDA TRANSMITTAL FORM TO: Dorothy L. Chouinard, City Clerk Enclosure: Staff Report for CC Meeting of July 5,2007 [CC or RDA] [date] Approve Vavrinek Trine Day for Auditing Services and Appropriate Additional Funds for Auditing Costs Consent Calendar Item Public Hearing Item: Notice required yes no Copy attached yes no Published (date(s)) Notices sent (date(s) XX City Departments Item XXX Attachments include: 1) Auditor RFP responses and cost comparison 2) RFP for Audit Services 2) Vavrinek Trine Day Proposal for Audit Services 3) Vavrinek Trine Day Cost Proposal to provide Auditing Services 4) Contract 5) Sample Engagement Letter Other: Please provide a fully executed copy of documents to: Please record and return conformed copy Your IMMEDIATE attention is necessary Comments: DATE: June 27,2007 Bernard Simon, Finance Director [Name], [Title] \\SanJac1\Users\BSimon\Bernie\Audit\Audit RFP\Audit- CC Transmittal Form.doc AGENDA ITEM July 5, 2007 TO: The Honorable Mayor and Members of the City Council FROM: Bernie Simon, inance Director SUBJECT: Approve Vavrinek Trine Day and Co. LLP for Auditing Services and Appropriate Additional Funds for Auditing Costs RECOMMENDATION: Staff recommends that the City Council, by motion, 1) Approve a contract for auditing services beginning FY 2006-07 through FY 2010-11 2) Authorize City Manager to execute a contract for auditing services 3) Appropriate $4,260 from General Fund Contingency Reserve to pay for auditing costs above amount budgeted in FY 2007-08 SUMMARY: Staff proposes that the CPA firm of Vavrinek Trine Day and Company, LLP, to be the auditor for the city for the next five years. They would succeed Rogers Anderson Malody and Scott, who were the auditors the last six years. BACKGROUND: The Certified Public Accounting firm of Rogers Anderson, Malody and Scott (RAMS) of San Bernardino has been performing the City and RDA audit, as well as the Single Audit, TASIN Audit and other related reports for the last six years. The firm was awarded a renewable contract for five years. A sixth year was done by RAMS because staff was not ready to solicit for a new auditor this time last year. Staff circulated an authorized RFP to perform audit services for five years at the beginning of May to Certified Public Accounting Firms who provide auditing services with preference to those auditors or principles that have had previous auditing experience with government agency and especially municipal governments. A five-year engagement would be optimal because of the disruption of going to new auditors would be kept at a minimum. However, the contract would allow the City to cancel the contract with 30 days notice. Page 1 of 2 DISCUSSION: RFP's were sent to twelve different firms. Staff received four responses and five decline letters. An internal review team consisting of the Assistant City Manager, Finance Director and General Accounting Manager reviewed the proposals and rated them based on the content explaining the education, experience, knowledge and skill level of the firm and staff proposed for the engagement without looking at the cost. Once the proposals were ranked, the cost data was reviewed. Generally, price should not be the determining factor with professional contracts so the review team did want to be prejudiced by the costs proposed. Any one of the four firms submitting proposals would be capable of doing a good job. However, the review team selected Vavrinek Trine and Day based on the completeness of the proposal, mix of staff hours and level and experience of personnel proposed in comparison to the costs proposed which exceeded the other proposals received. The review team also interviewed the management team of Vavrinek Trine and Day and received favorable feedback that they would be able to the work in an efficient manner within the timeframes requested. Most of the proposals received were somewhat higher than the amount budgeted for FY 2007-08 and therefore a budget adjustment would have to be made for the current fiscal year. ALTERNATIVES: 1) Do not approve selection of auditor, 2) Continue for further action. FISCAL IMPACT: FY 2007-08 Budget includes $41,650 for auditing costs. Should Vavrinek Trine Day be engaged as auditors, the cost would be an additional $4,260 for a total of $45,910. The proposed total cost for all five years is $253,685. ATTACHMENTS: 1) Auditor RFP responses and cost comparison 2) RFP for Audit Services 2) Vavrinek Trine Day Proposal for Audit Services 3) Vavrinek Trine Day Cost Proposal to provide Auditing Services 4) Contract 5) Sample Engagement Letter Page 2 of 2 City of San Jacinto Selection of New Auditor 6/22/2007 A. Review Panel - Pro • osal Review Resul 1 Vavrinek, Trine, Day & Company 2 Mayer Hoffman McCann 3 Diehl, Evans & Company 4 Mann, Urrutia, Nelson B. AUDITOR RFP Sent 12 Proposals Received Diehl, Evans & Company Vavrinek, Trine, Day & Company Mann, Urrutia, Nelson Mayer Hoffman McCann Decline Letter Moreland & Associates McGladrey & Pullen Kevin W. Harper Maze & Associates Charles Z. Fedak No Response Caporicci & Larson Teaman, Ramirez & Smith Lance, Soli & Lunghard 4 5 3 AUDITOR RFP COST COMPARISON Diehl, Evans & Company 2006-07 2007-08 2008-09 2009-10 2010-11 City Not to Exceed City Internal Control RDA Sinalo SCR SCR Agency Management Letter Travol Expense Statemonts SB621 Grant Roport Maximum feos 29,800.00 7,000.00 4,500.00 4,320.00 2,950.00 48,570.00 30,695.00 7,210.00 4,635.00 4,450.00 3,040.00 50,030.00 31,615.00 7,425.00 4,775.00 4,585.00 3,130.00 51,530.00 32,565.00 7,650.00 4,920.00 4,725.00 3,225.00 53,085.00 33,540.00 7,880.00 5,070.00 4,870.00 3,320.00 54,680.00 Total 158,215.00 37,165.00 23,900.00 22,950.00 15,665.00 257,895.00 Vavrinek, Trine, Day & Co., LLP 2006-07 2007-08 2008-09 2009-10 2010-11 City Not to Exceed Cat ( Internal Control RDA Single SCR SCR Agency Managoment Letter Travel Expense Statements SB621 Grant Report Maximum fees 18,180.00 10,280.00 4,760.00 2,385.00 1,470.00 475.00 5,700.00 2,660,00 45,910.60 19,089.00 10,794.00 4,998.00 2,504.00 1,544.00 499.00 5,985.00 2,793.00 48,206.00 20,043.00 11,334.00 5,248.00 2,629.00 1,621.00 524.00 6,284.00 21,045.00 11,901.00 5,510.00 2,760.00 1,702.00 550.00 6,598.00 22,097.00 12,496.00 5,786.00 2,898.00 1,787.00 578.00 6,928.00 2,933.00 3,080.00 3,234.00 50,616.00 53,146.00 55,807.00 Total 100,454.00 56,805.00 26,302.00 13,176.00 8,124.00 2,626.00 31,495.00 14,700.00 253,685.00 Mann, Urrutia, Nolson 2006-07 2007-08 2008-09 2009-10 2010-11 City Not to Exceed _Cyt Intornai Control RDA Single SCR SCR Agency Managemont Letter Travel Expenso Statemonts SB621 Grant Report Maximum fees 20,100.00 9,750.00 4,950.00 1,395.00 5,000.00 41,195.00 19,560.00 8,850.00 5,120.00 1,440.00 5,000.00 39,970.00 20,220.00 9,150.00 5,290.00 1,485.00 5,000.00 41,145.00 20,880.00 9,450.00 5,460.00 1,530.00 5,000.00 42,320.00 21,540.00 9,750.00 5,630.00 1,575.00 5,000.00 43,495.00 Total 102,300.00 46,950.00 26,450.00 7,425.00 25,000.00 208,125.00 Mauer Hoffman McCann 2006-07 2007-08 2008-09 2009-10 2010-11 City Not to Exceod Cat Internal Control RDA Single SCR SCR Agency Managomont Letter Travel Expense Statements SB621 Grant Report Maximum fees 28,350.00 6,300.00 3,150.00 3,150.00 2,100.00 43,050.00 29,200.00 6,489.00 3,308.00 3,245.00 2,163.00 44,405.00 30,075.00 6,813.00 3,407.00 3,406.00 2,228.00 45,929.00 30,978.00 7,018.00 3,509.00 3,509.00 2,295.00 47,309.00 31,908.00 7,369.00 3,614.00 3,614.00 2,364.00 48,869.00 Total 150,511.00 33,989.00 16,988.00 16,924.00 11,150.00 229,562.00 CITY OF SAN JACINTO 1 July 5, 2007 BALLOT LOG APN Tract Number Property Owner Name Consent & Waiver Received # of Votes to Cast "Yes" Votes "No" Votes 31886 Shea YES 9 CITY OF SAN JACINTO T July 5, 2007 BALLOT LOG 74 Al APN Tract Number Property Owner Name Consent & Waiver Received 1, Amount of Annual Assessment "Yes" Votes "No" Votes 1 J. 34643 Ramona Crossings, State Street Property Holdings, LLC YES 6,7Zig.: 1) Total Amount of Annual Assessments: The Annexation passes if the landowners with the majority number of votes, vote in favor of the annexation CITY OF SAN JACINTO *hl� � T July 5.2007 BALLOT LOG APN Tract Number Property Owner Name Consent &Waiver Received Amount ofAnnual Assessment 'Yaa' Votes "No" Votes l l J 431120059 Calvary YES Total Amount ofAnnual Assessments: / r� |R «�' \ ./ . u'` `' The Annexation passes if the landowners with the majority number of votes, vote in favor of the annexation Mayor's Agenda REGULAR MEETING OF THE SAN JACINTO CITY COUNCIL JULY 5, 2007, 7:00 p.m. San Jacinto Unified School District Board Room 2045 South San Jacinto Avenue, San Jacinto, California 1. ORGANIZATION 1.1 Call to Order ❑ Call the regular meeting of the San Jacinto City Council to order at 1.2 Roll Call ❑ Announce for the record those members present and those absent 1.3 Invocation ❑ Call on Sheriff Chaplin Bob Newberry to give the invocation 1.4 Pledge of Allegiance ❑ Call on ' _ to lead the Pledge of Allegiance 1.5 Special Presentations 1.5.1 Introduction of CalFire Chief Duane Chamlee / Battalion Fire Chief ❑ Call on Battalion Chief Robert Michael to make the introduction p.m. 1.5.2 Presentation to Ben Haskell for observing and reporting illegal dumping, which led to the arrest of two men / Public Works Director ❑ Call on Public Works Director Mike Emberton to recap the event ❑ Present certificate to Mr. Haskell 2. PUBLIC COMMENTS: Now is the time for the public to address the Council on any subject within the jurisdiction of the City Council not listed on the agenda. A limitation of three (3) minutes shall be set for each person desiring to address the City Council. 2.1 City Manager's Report on previous month's public comments ❑ Call on City Manager Barry McClellan for his report ❑ CaII for public comments 3. CONSENT CALENDAR The matters listed under Consent Calendar are considered routine and will be enacted by one motion by City Council Members in the form listed. There will be no separate discussion on these items prior to the motion unless members of the City Council, staff or the public requests a specified item be removed and/or discussed. If an item is pulled, it will be heard at the end of number '5. Staff Reports.' 3.1 Warrants at July 5, 2007 / Approve / Finance Director 3.2 Minutes June 20, 2007 / Regular Meeting / Approve / City Clerk 3.3 Minutes June 20, 2007 / Special Meeting / Approve / City Clerk 3.4 Treasurer's Report at May 31, 2007 3.5 Bond Reduction Tract 30640 — Lennar Homes of California Inc / City Engineer a) Accept the public improvements for T30640 b) Authorize a 75% bond reduction of labor and performance bonds b) Direct city clerk to notify developer and surety company c) Direct Special Districts and Public Works Departments to assume maintenance responsibility for associated subdivision infrastructure 3.6 Resolution No. / A Resolution of initiation to annex territory (T31886 — Annexation No. 28) into Assessment District No. 2003-1 / Approve and Adopt / Special Tax Consultant and City Attorney 3.7 Resolution No. _ / A Resolution approving the Engineer's Report and setting the public hearing for the annexation of territory (T31886 — Annexation No. 28) into Assessment District No. 2003-1 / Approve and Adopt / Special Tax Consultant and City Attorney 3.8 Resolution No. / A resolution declaring the city's intention to levy and collect assessments within LLPD No.1 for Fiscal Year 2007-2008 and giving notice of and setting the time and place of the hearing on the levy of the proposed assessment / Approve / Finance Director 3.9 Final Parcel Map 35303 a) Approve Final Parcel Map 35303 for recordation and b) Authorize city clerk to release map for recordation Mayor's Agenda July 5, 2007 Page 2 of 7 3.10 Final Parcel Map 34643 c) Approve Final Parcel Map 3484 for recordation and d) Authorize city clerk to release map for recordation 3.11 AD 94-1 Soboba Springs Bond Fund / Finance Director and Public Works Director a) Declare balance of funds ($8,800) remaining of AD 94-1 Soboba Springs Project Debt Service Fund and transfer to General Fund b) Appropriate $8,800 of General Fund surplus funds to improve interior slope in Soboba springs development 3.12 Job Description and Salary Range for Senior Accountant / Approve / Finance Director Temporary Road Closure at amona Boulevard between Lyon Avenue and Sanderson Avenue 3.14 Purchase and Sale Agreement between City and Allen Cruz LLC, a California corporation regarding APNs 437-076-011 and 437-076-012 formerly 437-076-004, 437-076-006 437-076-007 and 437-076-008 commonly known as 595 S San Jacinto Avenue / Approve / City Manager ❑ Call for items to be pulled. NOTE: I have a couple of corrections to announce: 1) 3.10 the correct number is 34643; and 2) 4.4 Applicant is State Street Property Holdings LLC ❑ If no items are pulled for discussion, call for motion and vote on Consent Calendar as presented ❑ If items are pulled for discussion, call for motion and vote on the balance of the consent calendar D Note that pulled items will be heard at the end of 'No. 5 Staff Reports' 4. PUBLIC HEARING 4.1 Urgency Ordinance No. 07-12 / An ordinance regarding proposed sewer rates in the new sewer collection service area / Approve and adopt Urgency Ordinance No. 07-12 and by further motion read by title only: An Urgency Ordinance of the City Council of the City of San Jacinto, California, Regarding Imposition of Sewer Service Rates Pursuant to the Interagency Sewer Agreement with the Eastern Municipal Water District (EMWD) (4/5th vote required to adopt) / Finance Director Mayor's Agenda July 5, 2007 Page 3 of 7 ❑ Call on Finance Director Bernie Simon for summary of staff report ❑ Open Public Hearing at `i ". j`-- p.m. ❑ Call to the public — questions, comments, protests or objections ❑ Ask City Clerk if any written protests have been received ❑ Close Public Hearing at `1 `- E`{ p.m. ❑ Call for Council discussion ❑ Call for motion and vote 4.2 Resolution No. / A Resolution certifying the results of an election and adding property commonly known as APNs 431-030-041, 431-030- 042 and 431-030-043 commonly known aka Shea Homes into CFD No. 2003-1 for police and fire services - Annexation No. 45 / Approve and Adopt / City Attorney and Special Tax Consultant OOOOOOO Call on City Attorney Jeff Ballinger for staff report Open the public hearing at `1 a Ii p.m. Call to the public — questions, comments, protests or objections Ask City Clerk if any written protests have been received Instruct City Clerk to tabulate the ballots Call on City clerk to report/certify outcome Announce that a majority of the assessment ballots submitted are in favor of said annexation and levying of assessments ❑ Close Public Hearing at p.m. ❑ Call for Council discussion ❑ Call for motion and vote 4.3 Public Hearing - Landscaping, Lighting, and Park District No. 2 (LLPD No. 2) Annexation No. 69 — Calvary Chapel — APNs 431-180-060 & 431- 180-068) / City Attorney a) Resolution No. / A Resolution initiating proceedings for the Annexation of property into LLPD No 2 — Annexation No. 69 / Approve and Adopt b) Resolution No. / A Resolution approving the Engineer's Report for Annexation No. 69 into LLPD No. 2 / Approve and Adopt c) Resolution No. _ / A Resolution declaring intention to annex property into LLPD No. 2 — Annexation No. 69 / Approve and Adopt d) Public Hearing / At the conclusion of the public hearing if the City determines that a majority protest does not exist, by motion approve the certification of the election results for adding certain property into LLPD No 2 known as Annexation No. 69 / Approve and Adopt Resolution No. / A Resolution ordering annexation of territory into LLPD No. 2 and levying assessments Mayor's Agenda July 5, 2007 Page 4of7 (4-Av9 �-o Note: 4.3 and 4.4 will be heard simultaneously 4.4 Public Hearing - Landscaping, Lighting, and Park District No. 2 (LLPD No. 2) Annexation No. 74 — State Tree Property Holdings LLC aka Ramona Crossings Tract 34643 APN 434-070-038 / /City Attorney a) Resolution No. / A Resolution initiating proceedings for the Annexation of property into LLPD No 2 — Annexation No. 74 Approve and Adopt b) Resolution No. / A Resolution approving the Engineer's Report for Annexation No. 74 into LLPD No. 2 / Approve and Adopt c) Resolution No. / A Resolution declaring intention to annex property into LLPD No. 2 — Annexation No. 74 / Approve and Adopt d) Public Hearing / At the conclusion of the public hearing if the City determines that a majority protest does not exist, by motion approve the certification of the election results for adding certain property into LLPD No 2 known as Annexation No. 74 / Approve and Adopt Resolution No. / A Resolution ordering annexation of territory into LLPD No. 2 and levying assessments ❑ Call on City Attorney or Tax Consultant for summary of staff report — NOTE 4.3 and 4.4 being heard simultaneously ❑ If Council has no questions call for a motion and vote on a), b), and c) (4.3 & 4.4) ❑ Open Public Hearing at ,y t p.m. ❑ Call to the public — questions, comments, protests or objections ❑ Ask City Clerk if any written protests have been received ❑ Instruct City Clerk to tabulate the ballots ❑ Call on City clerk to report/certify outcome ❑ Announce that a majority of the assessment ballots submitted are in favor of said annexation and levying of assessments ❑ Close Public Hearing at p.m. ❑ Call for Council discussion ❑ Call for a motion and vote on d) (4.3 & 4.4) 5. STAFF REPORTS 5.1 Contract Award 2007 Downtown Sidewalk Project / Award / City Engineer ❑ Call on City Engineer Habib Motlagh for the staff report ❑ Call for public comments ❑ Call for council discussion Mayor's Agenda July 5, 2007 Page 5 of 7 ❑ Call for motion and vote 5.2 Equipment purchase and tax exempt lease financing of Public Works' Department equipment / Public Works Director ❑ Call on Public Works Director Mike Emberton for the staff report ❑ Call for public comments ❑ Call for council discussion ❑ Call for motion and vote 5.3 Contract for Auditing Services FY 2006-07 through FY 2010-11 / Approve and authorize city manager to execute agreement and appropriate $4,260 from General Fund Contingency Reserve to pay for auditing costs above amount budgeted in FY 2007-08 / Finance Director ❑ Call on Finance Director Bernie Simon for the staff report ❑ Call for public comments ❑ Call for council discussion ❑ Call for motion and vote At the end of the scheduled City Department items, anyone wishing to discuss a consent calendar item should come forward upon invitation of the Mayor; state their name, address, and the consent calendar item number pulled. Speakers should limit comments to three (3) minutes. 6. MAYOR / COUNCIL MEMBER REPORTS / DISCUSSIONS ❑ Call on individual council members for their reports ❑ Recess Regular Meeting at 7 ®S-- p.m. ❑ Open Redevelopment Agency meeting at -7p.m. ❑ Reconvene the Regular Meeting at 7` 3 p.m. ❑ NOTE: Closed Session has been cancelled. 7. CLOSED SESSION 7.1 CONFERENCE WITH REAL PROPERTY NEGOTIATORS Property: Riverside County Assessor Parcel Nos. 437-076-013 and 437- 076-014 Mayor's Agenda July 5, 2007 Page 6 of 7 Agency negotiator: Barry McClellan, City Manager Negotiating parties: Graciella C. Cruz Under negotiation: Price and Terms" 8. ADJOURNMENT ❑ Following, motion, second and vote, adjourn the meeting at If you challenge any action of the City Council in court, you may be limited to raising only those issues you or someone else raised at the public hearing described in this notice, or in written correspondence delivered to the City Council (c/o the City Clerk) at, or prior to, the public hearing. CHALLENGE TO LAND USE DECISIONS: Any person seeking to challenge a decision regarding land use made by the City Council as a result of a proceeding in which by law a hearing is required to be given, evidence is required to be taken, and the discretion in the determination of facts is vested in the City Council, shall be required to commence that action 90 days following the date on which the decision of the City Council becomes final as provided in Code of Civil Procedure Section 1094.6. Please refer to Code of Civil Procedure Section 1094.6 to determine how to calculate when a decision becomes final. It is the intention of the City of San Jacinto to comply with the Americans with Disabilities Act (ADA) in all respects. If, as an attendee or a participant at this meeting, or in meetings on a regular basis, you will need special assistance beyond what is normally provided, the City will attempt to accommodate you in every reasonable manner. Please contact City Hall at (951) 537-6358, at least 48 hours prior to the meeting to inform us of your particular needs and to determine if accommodation is feasible. Mayor's Agenda July 5, 2007 Page 7 of 7 Mayor's Agenda, REGULAR:MEETING OF THE SAN JACINTO CITY COUNGI JULY 5, 2t107, 7:00 p:m. San Jacinto Unified School District Board Room 2045 South San Jacinto Avenue, San Jacinto, California ORGANIZATION Call ,to --Order Call the regular meeting of the San`Jacinto City.Council to order at 1.2 :Root Call ❑ Announce for the record those members present and those absent Invocation 0 Call on Sheriff Chaplin Bob Newberry to give the invocation 4 Pledge, of Allegiance Call ;ors plead the Pledge of Allegiance 1.5 . Special;_ Presentations - -- 1.5.1 Introduction of CalFire Chief Duane Chamlee / Battalion Fire Chief -> I=1 Call'on. Battalion Chief -Robert Michael to make the introduction Presentation to Ben Haskell for observing and reporting illegal dumping, which led to the arrestof two men / Public Works Director Call on Public Works Director Mike `Emberton to recap the even Present certificate to Mr. Haskell PUBLIC;COMMENT Now is the time for the public to address the Council on any subject within the jurisdiction of the C Council not listed on the agenda. A limitation of three (3) minutes shall be set for each person desiringto address the City Council. pity Manager's Report: on previous months, public comments )all on City. Manager Barry. McClellan`for his report Call for public_ comments CONSENT CALENDAR The matters listed under Consent Calendar are considered routine and will be enacted by one motion by City Council Members in the form listed. There will be no separate discussion on these items prior to the motion unless members of the City. Council, staff or the public requests a specified item be removed and/or discussed. If an item is pulled, it will be heard at the end of number S. Staff Reports.' °. arrants at July 5, 2007 / Approve / Finance Director inutes June 20, 2007 / Regular Meeting / Approve / City Clerk .3 Minutes June 20, 2007 / Special Meeting / Approve / City Clerk .4 Treasurer's Report at May 31, 2007 .5 Bond Reduction Tract 30640 - Lennar Homes of California Inc City; Engineer a) Accept the public improvements for T30640 b) Authorize a 75% bond reduction of labor and performance bonds bj Direct city clerk to notify developer and surety company c) Direct Special Districts and Public Works Departments to assume maintenance responsibility for associated subdivision infrastr-ucture Resolution No. _ / A Resolution ° of initiation to annex territory {T31886 - Annexation No. 28) into Assessment District No. 2003-1 Approve and Adopt / Special Tax Consultant and City Attorney Resolution No. _ / A Resolution approving the Engineer's Report and setting the public hearing for the annexation of territory (T31886 Annexation No. 28) into Assessment District No„2003-1 / Approve and Adopt / Special Tax Consultant and City Attorney Resolution No. / A resolution declaring the city's intention to levy and collect assessments within LLPD No.1 for Fiscal Year 2007-2008 and giving notice of and setting the me and place of the hearing on the levy of the proposed assessment / Approve! Finance Director Final Parcel, Map 35303 a) Approve Final Parcel Map 35303 for recordation and b) Authorize city clerk to release map for recordation layor°s Agerida Julys; 2007 'Page-2of 7 3.10Final ParcelMap 34643 c) Approve Final Parcel Map 34343 for recordation and d) Authorize city clerk to release map for recordation AD, 94-1 Soboba Springs Works Director, Bond Fund / Finance Director and Public Declare balanceof, funds8,800) remaining of AD 94-1 Soboba Springs Project Debt Service Fund and transfer to General Fund Appropriate $8,800 of General Fund surplus funds to improve interior slope in Soboba springs developmen 3.12 Job Description and Salary Range for Senior Accountan Finance Director Temporary Road Closure at Ra and Sanderson Avenue / Approve„/ ona Boulevard between Lyon Avenue 3.14 Purchase and SaleAgreement between City and Allen Cruz LLC, California corporation regarding APNs 437-076-011 and 437-076-012 formerly 437-076-004, 437-076-006 437-076-007 and 437-076-008 commonly known as 595 S San Jacinto Avenue / Approve / City Manager 0 , Callfor items to be pulled. NOTE: I have a couple of corrections to announce: 1) 3.10 the correct number is 34643; and 2) 4.4 Applicant is State Street Property Holdings LLC ❑ If no items are pulled for discussion, call for motion and vote on Consent Calendar as presented ❑ If items are pulled for discussion call for motion and vote on the balance of the consent calendar U Note that pulled items will be heard at the end of 'No. 5 Staff Reports'' PUBLIC'HEARING_ 4.1 Urgency. Ordinance No. 07-12 / An ordinance regarding proposed eewe rates in Ahe new sewer. collection service area / Approve `and adopt Urgency Ordinance No 07-12 and by further motion read by title only: An Urgency Ordinance of the city Council of the City of San Jacinto, California, °Regarding Imposition 'of Sewer Service Rates Pursuant to the lnteragency Sewer Agreement with the Eastern_Municipal'Water District (EMWD)„ (4/ #h vote required to,adopt)�/ Finance Director, layos Agenda July 5, 2007 Page .3'of U Call on Finance Director Bernie Simon for summary of staff report Open Public Hearing at > p.m. O -Callao the public — questions, comments, protests or objections LI Ask City Clerk if any written protests have been received Close Public Hearing at O CaII for Council discussion Calf for motion and vote Resolution No. / A Resolution certifying the results of an election and adding property commonly known as APNs 431-030-041, 431-0 042 and 431-030-043 commonly known aka Shea Homes into CFD No. 2003-1 for police and fire services - Annexation No. 45 / Approve and Adopt / City Attorney and Special Tax Consultant LI CaII on City Attorney Jeff. Ballinger for staff report ❑ Open the public hearing at p.m. LI Call to the public- questions, comments, protests or objections O Ask City Clerk if any written protests have been received L instruct_ City Clerk to tabulate the ballots U Call on City clerk to report/certify ° outcome LI Announce that a majority of the assessment ballo said annexation and levying of assessments L3 Close Public Hearing at p.m. O CaII for Council discussion CaII for motion and vote s submitted are in favor o Public Hearing - Landscaping, Lighting, and Park District No. 2 (LLPD No. 2) Annexation No. 69 — Calvary Chapel - APNs 431-180-060 & 431- 180-068) / City Attorney Resolution No. / A Resolution initiating proceedings for the. Annexation of property into LLPD No 2 Annexation No. 69 /: Approve and Adopt b) Resolution No._ / A Resolution approving the Engineer's Report for Annexation No. 69 into LLPD No. 2 / Approve and Adopt Resolution No. / A Resolution declaring intention to annex property into LLPD No. 2 - Annexation No. 69 / Approve and Adop dPublic Hearing / At the conclusion of the public hearing if the City determines that a majority protest does not exist, by motion approve the certification of the election results for adding certain property into LLPD No 2 known as Annexation No. 69 /Approve and Adopt Resolution No. _ / A Resolution ordering annexation of territory into LLPD No. 2 and levying assessments Mayor's Agenda July 5, 2007 Page 4 of 7 Note: 4.3 and 4.4 will be heard simultaneously Public Hearing - Landscaping, Lighting, and Park District No. 2 (LLPD No. 2) Annexation No. 74 — State Tree Property Holdings LAC aka Ramona Crossings. Tract 34643 — APN 434..070-038 // City Attorney a) Resolution No. / A Resolution initiating proceedings for the Annexation of property into LLPD No 2 — Annexation No. 74 Approve and Adopt b) Resolution No._ / A Resolution approving the Engineer's Report for Annexation No. 74 into LLPD No. 2/Approve and Adopt c) `Resolution No. / A Resolution declaring intention to annex property into LLPD No. 2 - Annexation No. 74 / Approve and Adop d) Public Hearing /At the conclusion of the public hearing if the City determines that a majority protest does not exist, by motion approve the certification of the election results for adding certain property into LLPD No 2 known as Annexation No. 74 / Approve and Adopt Resolution No. _ / A Resolution ordering annexation of territory into LLPD ;No.2 and levying assessments 0 Call on City Attorney or Tax Consultant for summary of staff report - NOTE. 4:.3 and 4.4 being heard simultaneously 0 If Council has no questions call for a motion and vote on a), b), and c) {4.3 4.4) 0 Open Public Hearing at p.m: Cl: Call to the public — questions, comments, protests or objections 0 Ask City Clerk if any written protests have been received ❑ Instruct City Clerk to tabulate the ballots 0 Call on City clerk to report/certify outcome a Announce that a majority of the assessment ballots submitted are in favor o said annexation and levying of assessments Close Public Hearing at p.m. 0 Call for Council discussion t7 CaII for a motion and vote on d) (4.3 & 4.4) STAFF REPORTS i.1 Contract Award 2007 Downtown Sidewalk Project Award / City Engineer, 0 CalI on City Engineer Habib Nlotlagh for the staff report O: Call, for public comments 0 Call for council discussion .Mayor's: :Agenda:., July's, 2007: Page,5 of 7 VICINITY MAP THOMAS BROS: PAGE 781, A-7 EASEMENT NOTES: LL AN :STING RECIPROCAL EASEM6N7 AGREJIENT EXECUTED FEBRUARY 16, 1994 BY GERALD H. AND GAIL P... RICE AND 4CD0NALD'S CORPORATION, DBA DELAWARE MCDONALD'S CORPORATION, A DELAWARE CORPORATION. FOR VARIOUS EASEMENTS, RECORDED APRIL 12, 1994 AS INSTRUMENT N0. 151966 06 OFFICIAL RECORDS OF ^ RIVERSIDE COUNTY, CAUFORNIA. ,4/ AN E95TNG RECIPROCAL caSrMENT AGRF9J ENT EXECUTED FEBRUARY 16, 1994 BY — GERALD H. AND GAIL H. RICE AND MCDONALD'S CORPORATION, AKA DELAWARE MCDONALD'S CORPORATION, A DELAWARE CORPORATION, FOR VARIOUS EASEMc01T5, RECORDED APRIL 12, 1994 AS INSTRUMENT N0. 151967 OF 0`ICAL RECORDS OF RIVESDE COUNTY, CALIFORNIA. AN EXISTING RECIPROCAL EASEMENT AGREEMENT EXECUTED FEBRUARY 16. 1994 BY GERALD H. AND GAIL H. RICE AND MCDONALD'S CORPORATION, OBA DELAWARE MCDONALD'S CORPORATION, A DELAWARE CORPORATION, FOR VARIOUS F44^MENTS, RECORDED APRIL 12, 1994 AS INSTRUMENT N0. 151968 OF OFFICIAL RECORDS OF RIVERSIDE COUNTY, CAUFORNIA /4, AN EXISTING EASEMENT FOR UNDERGROUND ELECTRICAL SUPPLY ST>OAS AND COMMUNICATOR SYSTDI5, IN FAVOR OF SOUTHERN CALIFORNIA E050J COMPANY, RES. 612194 AS INSTRUMENT NO. 2250703 OF OFFICIAL RECORDS OF RIVERSIDE COUNTY, CAUFORNIA. /0' AN EXISTING EASEMENT FOR CABLES, AIRES, UNDERGROUND CONDUITS, MANHOLES, P0ES7ALS AND APPURTENAN00S, IN FAVOR OF GTE CALIFORNIA INCORPORATION, A CORPORATION RECORDED JUNE 14,1994 AN INSTRUMENT N0. 242390 OF OF-TCAL RECORDES of COUNTY OF RIVERSIDE, CAUFORNIA �l RESERVATION OF AN EASEJENT IN FAVOR OF PARCEL 2 FOR INGRESS/EGRESS AND UTILITY PURPOSES (PUBLIC 0R PRIVATE). EXACT DIMENSIONS OF SAID EASEMENT TO BE COINCIDENT 1.411:1 THE RECIPROCAL EASEMENTS DESCRIBED IN EXHIBIT 'C' OF INSTRUMENTS 15196E, 151967, 151968 RECCRO'v^ APRIL 12, 1994, RECORDED OF RIVFv8SDE COUNTY, CALIFORNIA LEGEND: —W— PROPERTY UNE SEWER CLEANOUT 6" SEWER UNE 6' SEWER 101011AL F' WATER LINE THRUST BLOCK PRE HYDRANT <'X2X5' INLET PIP. DETAIL RETAINING WALL DOC, PIV AND FOC FILL SLOPE CUT S-CPE API 4j4-0'7 TENTATIVE PARCEL NAP NO. TOT EX" A90. ok 11' CITY OF SAN JACINTO, CALIFORNIA PROPOSED DRIVEWAY I (TURF (TYP,)T, ACCESS ROAD 6' CURS & GUTTER 00 SIDEWALK 'TRH- 3/4" GRAVEL �7Tf1LTE= FABRIC OR ECUAL BIO—SWALE SECTION A —A LPN 434-070-0il/ TALC BELL MATCH EL GRADE RAMONA BLV.- --24"X24" BOX W/ / 24'X24' NOS SCUARE GRATE OR EOUAL 3,/4' GRRAV51 FILTER FABRIC OR EOUAL DRYWELL DETAIL 3/4' GRAVE. N�.� 24•X24 80JIP+I. 12' H0. _" SECTION B—B CONTIGUOUS OWNERSHIP NOTE T{: TEITATVE PARCEL NAP INCLUDES THE ENTIRE CONTIGUOUS OWNERSHIP OF THE LAND DIVIDED LEGAL DESCRIPTION: PARCEL 2 OF PARCEL NAP 29167, IN THE CITY OF SAN JACNTO, COUNTY OF R11.. SIDE, 5747: OF CALIFORNIA, A5 RECORDED IN BOOK 193, PAGES 9E & 99 OF PARCEL NAPS. RECORDS OF RIVE/SCE COUNTY, CAUFORNIA AERIAL TOPOGRAPHY: THE TPOGRAPUY SHOWN HEREIN IS BASED ON AERIAL TOPOGRAPHY PREPARED BY 101411. INC. FOR MASSON & ASSOCIA1E5 INC. ON 0CTOBER 26, 2005 A.P.N. 43A-070-03E O`,VNER: STATE 51RaTT PROPERTY HOLDINGS, LLC 26E24 OLD TOWN FRONT 57. 1E4ECOLLI, CA 92521 PHONE: (951) 693-9060 FAA (951) 693-9061 ENGINEER: 4ISSON & ASSOCIATES, INC. 29995 TECHNOLOGY DR, SUITE 202 AURA, CA 92562 PHONE (951) 445-4300 FAX: (951) 445-4301 SCHOOL DISTRICT: SAN JACNTO SCHOOL DISTRICT 22042 S SAN JACINTO AVE SAN ACRID, CA 92583 PHONE (951) 929-7700 U1ILITY PURVEYORS: CITY OF SAN JACNTO 201 E MAIN S(Fr.=,, SAN JACINTO, CA 92583 ?HAVE (951) 487-7230 tl'�vTL ;ASTERN MUNICIPAL WATER DISTRICT 2270 TRU4BLE ROAD, PERRIS. CA 92570 'HONE (951) 925-7676 cI F71R12 SOUTHERN CAUFORNIA EDISON 1251 E FRANCIS ST. ONTARIO, CA 91761 PHONE (909) 930-6591 P4'WF VERIZON 3607 W FLORIDA AVE, HEWER. CA 92545 PHONE (951) 925-9295 DAS THE GAS COMPANY PARKING REQUIRED: 1) FOR GENERAL RETAIL 44,300 SF i O 1/250 SF S) FOR FOOD USE 2.000 SF : 44 1/200 SF 1,000 56 5 0 1/60 S TOTAL PARKING REQUIRED TOTAL PARKING PROVIDED SITE AREA: 177 SPACES 10 SPACES 16 SPACES 203 SPACES 213 SPACES AREA 4.22 AC ZONING: EXIST: C-2 PROPOSED: C-2 R.1ER FABRIC OR souk. N.T.S. 40 20 0 a SCALE IN FEE GRAPHIC SCALE DAM. um PE, r1E 5:1423- 9e Sr029.' 011-E:12 \05\5194\PROD \i4\5194T451. 9.09 0 YdSSON k ASSOCIATES, INC. PLANNING 'ENGINEERING .SURVEYING 20995 TECt1120L0DSUITE 202 • 124191,9112 5 9253 TEE. (051) 445E-4500 • FAz (9e ) 4.301 • (2.22.m90+00(-2te,