V-B - 1
Energy Storage Resource Adequacy Agreement Form
APPENDIX V-B
FORM OF GUARANTY
This Guaranty (this “Guaranty”) is entered into as of [_____] (the “Effective Date”) by and between [_____], a [______] (“Guarantor”), and California Choice Energy Authority, a California joint powers authority (together with its successors and permitted assigns, “Buyer”).
Recitals
A. Buyer and [SELLER ENTITY], a _____________________ (“Seller”), entered into that certain Energy Storage Resource Adequacy Agreement (as amended, restated or otherwise modified from time to time, the “RA Agreement”) dated as of [____], 2022.
B. Guarantor is entering into this Guaranty as Delivery Term Security to secure Seller’s obligations under the RA Agreement, as required by Section 10.2 of the RA Agreement.
C. It is in the best interest of Guarantor to execute this Guaranty inasmuch as Guarantor will derive substantial direct and indirect benefits from the execution and delivery of the RA Agreement.
D. Initially capitalized terms used but not defined herein have the meaning set forth in the RA Agreement.
Agreement
1. Guaranty. For value received, Guarantor does hereby unconditionally, absolutely and irrevocably guarantee, as primary obligor and not as a surety, to Buyer the full, complete and prompt payment by Seller of any and all amounts and payment obligations now or hereafter owing from Seller to Buyer under the RA Agreement, including, without limitation, compensation for penalties, the Termination Payment, indemnification payments or other damages, as and when required pursuant to the terms of the RA Agreement (the “Guaranteed Amount”), provided, that Guarantor’s aggregate liability under or arising out of this Guaranty shall not exceed [XXXXXXXXXX] ($XXXXX) (the “Liability Limit”). The Parties understand and agree that any payment by Guarantor or Seller of any portion of the Guaranteed Amount shall thereafter reduce Guarantor’s maximum aggregate liability hereunder on a dollar-for-dollar basis. This Guaranty is an irrevocable, absolute, unconditional and continuing guarantee of the full and punctual payment and performance, and not of collection, of the Guaranteed Amount and, except as otherwise expressly addressed herein, is in no way conditioned upon any requirement that Buyer first attempt to collect the payment of the Guaranteed Amount from Seller, any other guarantor of the Guaranteed Amount or any other Person or entity or resort to any other means of obtaining payment of the Guaranteed Amount. In the event Seller shall fail to duly, completely or punctually pay any Guaranteed Amount as required pursuant to the RA Agreement, Guarantor shall promptly pay such amount as required herein.
2. Demand Notice. For avoidance of doubt, a payment shall be due for purposes of this Guaranty only when and if a payment is due and payable by Seller to Buyer under the terms and conditions of the RA Agreement. If Seller fails to pay any Guaranteed Amount as
V-B - 2
Energy Storage Resource Adequacy Agreement Form
required pursuant to the RA Agreement for ten (10) Business Days following Seller’s receipt of Buyer’s written notice of such failure (the “Demand Notice”), then Buyer may elect to exercise its rights under this Guaranty and may make a demand upon Guarantor (a “Payment Demand”) for such unpaid Guaranteed Amount. A Payment Demand shall be in writing and shall reasonably specify in what manner and what amount Seller has failed to pay and an explanation of why such payment is due and owing, with a specific statement that Buyer is requesting that Guarantor pay under this Guaranty. Guarantor shall, within five (5) Business Days following its receipt of the Payment Demand, pay the Guaranteed Amount to Buyer.
3. Scope and Duration of Guaranty. This Guaranty applies only to the Guaranteed Amount.
This Guaranty shall continue in full force and effect from the Effective Date until the following have occurred: (x) all Guaranteed Amounts have been paid in full (whether directly or indirectly through set-off or netting of amounts owed by Buyer to Seller) and the Delivery Term has expired or terminated early or (y) replacement Delivery Term Security is provided in an amount and form required by the terms of the RA Agreement.
Further, this Guaranty (a) shall remain in full force and effect without regard to, and shall not be affected or impaired by any invalidity, irregularity or unenforceability in whole or in part of this Guaranty, and (b) subject to the preceding sentence, shall be discharged only by complete performance of the undertakings herein. Without limiting the generality of the foregoing, the obligations of the Guarantor hereunder shall not be released, discharged, or otherwise affected and this Guaranty shall not be invalidated or impaired or otherwise affected for the following reasons:
(i) the extension of time for the payment of any Guaranteed Amount, or
(ii) any amendment, modification or other alteration of the RA Agreement, or
(iii) any indemnity agreement Seller may have from any party, or (iv) any insurance that may be available to cover any loss, except to the extent insurance proceeds are used to satisfy the Guaranteed Amount, or (v) any voluntary or involuntary liquidation, dissolution, receivership, insolvency, bankruptcy, assignment for the benefit of creditors, reorganization, arrangement, composition or readjustment of, or other similar proceeding affecting, Seller or any of its assets, including but not limited to any rejection or other discharge of Seller’s obligations under the RA Agreement imposed by any court, trustee or custodian or any similar official or imposed by any law, statue or regulation, in each such event in any such proceeding, or (vi) the release, modification, waiver or failure to pursue or seek relief with respect to any other guaranty, pledge or security device whatsoever, or (vii) any payment to Buyer by Seller that Buyer subsequently returns to Seller pursuant to court order in any bankruptcy or other debtor-relief proceeding,
V-B - 3
Energy Storage Resource Adequacy Agreement Form
or
(viii) those defenses based upon (A) the legal incapacity or lack of power or authority of any Person, including Seller and any representative of Seller to enter into the RA Agreement or perform its obligations thereunder, (B) lack of due execution, delivery, validity or enforceability, including of the RA Agreement, or (C) Seller’s inability to pay any Guaranteed Amount or perform its obligations under the RA Agreement, or
(ix) any other event or circumstance that may now or hereafter constitute a defense to payment of the Guaranteed Amount, including, without limitation, statute of frauds and accord and satisfaction;
provided that Guarantor reserves the right to assert for itself any defenses, setoffs or counterclaims that Seller is or may be entitled to assert against Buyer (except for such defenses, setoffs or counterclaims that may be asserted by Seller with respect to the RA Agreement, but that are expressly waived under any provision of this Guaranty).
4. Waivers by Guarantor. Guarantor hereby unconditionally waives as a condition precedent to the performance of its obligations hereunder, with the exception of the requirements in Paragraph 2, (a) notice of acceptance, presentment or protest with respect to the Guaranteed Amounts and this Guaranty, (b) notice of any action taken or omitted to be taken by Buyer in reliance hereon, (c) any requirement that Buyer exhaust any right, power or remedy or proceed against Seller under the RA Agreement, and (d) any event, occurrence or other circumstance which might otherwise constitute a legal or equitable discharge of a surety. Without limiting the generality of the foregoing waiver of surety defenses, it is agreed that the occurrence of any one or more of the following shall not affect the liability of Guarantor hereunder:
(i) at any time or from time to time, without notice to Guarantor, the time for payment of any Guaranteed Amount shall be extended, or such performance or compliance shall be waived;
(ii) the obligation to pay any Guaranteed Amount shall be modified, supplemented or amended in any respect in accordance with the terms of the RA Agreement;
(iii) any (a) sale, transfer or consolidation of Seller into or with any other entity, (b) sale of substantial assets by, or restructuring of the corporate existence of, Seller or (c) change in ownership of any membership interests of, or other ownership interests in, Seller; or
(iv) the failure by Buyer or any other Person to create, preserve, validate, perfect or protect any security interest granted to, or in favor of, Buyer or any Person.
5. Subrogation. Notwithstanding any payments that may be made hereunder by the Guarantor, Guarantor hereby agrees that until the earlier of payment in full of all
V-B - 4
Energy Storage Resource Adequacy Agreement Form
Guaranteed Amounts or expiration of the Guaranty in accordance with Section 3, it shall not be entitled to, nor shall it seek to, exercise any right or remedy arising by reason of its payment of any Guaranteed Amount under this Guaranty, whether by subrogation or otherwise, against Seller or seek contribution or reimbursement of such payments from Seller.
6. Representations and Warranties. Guarantor hereby represents and warrants that (a) it has all necessary and appropriate [limited liability company][corporate] powers and authority and the legal right to execute and deliver, and perform its obligations under, this Guaranty, (b) this Guaranty constitutes its legal, valid and binding obligations enforceable against it in accordance with its terms, except as enforceability may be limited by bankruptcy, insolvency, moratorium and other similar Laws affecting enforcement of creditors’ rights or general principles of equity, (c) the execution, delivery and performance of this Guaranty does not and will not contravene Guarantor’s organizational documents, any applicable Law or any contractual provisions binding on or affecting Guarantor, (d) there are no actions, suits or proceedings pending before any court, governmental agency or arbitrator, or, to the knowledge of the Guarantor, threatened, against or affecting Guarantor or any of its properties or revenues which may, in any one case or in the aggregate, adversely affect the ability of Guarantor to enter into or perform its obligations under this Guaranty, and (e) no consent or authorization of, filing with, or other act by or in respect of, any arbitrator or Governmental Authority, and no consent of any other Person (including, any stockholder or creditor of the Guarantor), that has not heretofore been obtained is required in connection with the execution, delivery, performance, validity or enforceability of this Guaranty by Guarantor.
7. Notices. Notices under this Guaranty shall be deemed received if sent to the address specified below: (i) on the day received if served by overnight express delivery, and (ii) four (4) Business Days after mailing if sent by certified, first class mail, return receipt requested. If transmitted by facsimile, such notice shall be deemed received when the confirmation of transmission thereof is received by the party giving the notice. Any party may change its address or facsimile to which notice is given hereunder by providing notice of the same in accordance with this Paragraph 7.
If delivered to Buyer, to it at [____]
Attn: [____]
Fax: [____]
If delivered to Guarantor, to it at [____]
Attn: [____]
Fax: [____]
8. Governing Law and Forum Selection. This Guaranty shall be governed by, and interpreted and construed in accordance with, the laws of the United States and the State of California, excluding choice of law rules. The Parties agree that any suit, action or other
V-B - 5
Energy Storage Resource Adequacy Agreement Form
legal proceeding by or against any party (or its affiliates or designees) with respect to or arising out of this Guaranty shall be brought in the federal courts of the United States or the courts of the State of California sitting in the City and County of Los Angeles, California.
9. Miscellaneous. This Guaranty shall be binding upon Guarantor and its successors and assigns and shall inure to the benefit of Buyer and its successors and permitted assigns pursuant to the RA Agreement. No provision of this Guaranty may be amended or waived except by a written instrument executed by Guarantor and Buyer. This Guaranty is not assignable by Guarantor without the prior written consent of Buyer. No provision of this Guaranty confers, nor is any provision intended to confer, upon any third party (other than Buyer’s successors and permitted assigns) any benefit or right enforceable at the option of that third party. This Guaranty embodies the entire agreement and understanding of the parties hereto with respect to the subject matter hereof and supersedes all prior or contemporaneous agreements and understandings of the parties hereto, verbal or written, relating to the subject matter hereof. If any provision of this Guaranty is determined to be illegal or unenforceable (i) such provision shall be deemed restated in accordance with applicable Laws to reflect, as nearly as possible, the original intention of the parties hereto and (ii) such determination shall not affect any other provision of this Guaranty and all other provisions shall remain in full force and effect. This Guaranty may be executed in any number of separate counterparts, each of which when so executed shall be deemed an original, and all of said counterparts taken together shall be deemed to constitute one and the same instrument. This Guaranty may be executed and delivered by electronic means with the same force and effect as if the same was a fully executed and delivered original manual counterpart.
[Signature on next page]
V-B - 6
Energy Storage Resource Adequacy Agreement Form
IN WITNESS WHEREOF, the undersigned has caused this Guaranty to be duly executed and delivered by its duly authorized representative on the date first above written.
GUARANTOR:
[_______]
By:______________________________
Printed Name:__________________
Title:____________________________
BUYER:
[_______]
By:______________________________
Printed Name:__________________
Title:____________________________
By:______________________________
Printed Name:__________________
Title:____________________________
VI - 1
Energy Storage Resource Adequacy Agreement Form
APPENDIX VI
PROJECT SAFETY PLAN AND DOCUMENTATION
Project Safety Plan Elements:
Part One: Safety Requirements and Safety Programs
Identify the applicable safety-related codes, standards, and regulations (CSR) which govern the design, construction, operation, maintenance of the Project using the proposed technology.
Describe the Seller’s and the Seller’s Contractor(s)’ safety programs and policies. Describe Seller’s compliance with any safety-related industry standards or any industry certifications (American National Standards Institute (ANSI), International Organization for Standardization (ISO), etc.), if applicable.
Part Two: Project Design and Description
Describe Seller’s safety engineering approach to select equipment and design systems and the Project to reduce risks and mitigate the impacts of safety-related incidents, including cascading failures, excessive temperatures, thermal runaways, fires, explosions, disk fractures, hazardous chemical releases.
Describe the results of any failure mode effects analyses (FMEA) or similar safety engineering evaluations. In the case of lithium ion batteries, describe the safety-related reasons, including design features and historical safety records, for selecting particular anode and cathode materials and a particular manufacturer.
Provide a list of major facility components, systems, materials, and associated equipment, which includes but is not limited to, the following information:
a) Equipment manufacturer’s datasheet, model numbers, etc., b) Technical specifications,
c) Equipment safety-related certifications (e.g. UL),
d) Safety-related systems, and
e) Approximate volumes and types of hazardous materials expected to be on Site.
Part Three: Project Safety Management
Identify and describe any hazards and risks to life, safety, public health, property, or the environment due to or arising from the Project. Describe the Seller’s applicable site-specific safety plans, risk mitigation, Safeguards and layers of protection, including but not necessarily limited to:
a) Engineering controls,
b) Work practices,
c) Administrative controls,
d) Personal protective equipment and procedures,
e) Incident response and recovery plans,
f) Contractor pre-qualification and management,
VI - 2
Energy Storage Resource Adequacy Agreement Form
g) Operating procedures,
h) Emergency plans,
i) Training and qualification programs,
j) Disposal, recycle, transportation and reuse procedures, and k) Physical security measures.
VII - 1
Energy Storage Resource Adequacy Agreement Form
APPENDIX VII
MUA DECISION ATTESTATION
This attestation is delivered by _______(“Seller”) to California Choice Energy Authority, a California joint powers authority (“Buyer”) in accordance with the terms of that certain Energy Storage Resource Adequacy Agreement dated _______ (“Agreement”) by and between Seller and Buyer. All capitalized terms used in this attestation but not otherwise defined herein shall have the respective meanings assigned to such terms in the Agreement.
Seller hereby certifies and represents to Buyer, as of the date set forth below, that with regard to the Project, Seller is following all the rules set forth in Appendix A of CPUC Decision 18-01-003 on Multiple-Use Application Issues, issued January 17, 2018, regarding the multiple-use applications of energy storage facilities.
EXECUTED by SELLER this ________ day of _____________, 20__.
Signature:
Name:
Title:
VIII - 1
Energy Storage Resource Adequacy Agreement Form
APPENDIX VIII
NOTICES
SELLER BUYER
All Notices:
Name: Santa Paula Energy Storage, LLC
Street: 65 Enterprise, 3rd Floor
City: Aliso Viejo, CA. 92656
Attn: Development
Phone: (949) 330-6300
Email: [email protected]
With a copy to:
Rishad Olpadwala, Vice President
Development
65 Enterprise, 3rd Floor
Aliso Viejo, CA 92656
[email protected]
All Notices:
California Choice Energy Authority
Attn: Cathy DeFalco
44933 Fern Avenue
Lancaster, CA 93534
Phone: 805-260-9047
E-mail: [email protected]
Invoices:
Attn: Lizette Vidrio
Phone: (949) 330-6300
E-mail: [email protected]
Invoices:
Attn: Brian Goldstein
Phone: 215-498-0175
Email: [email protected]
Scheduling:
Attn: Lizette Vidrio
Phone: (949) 330-6300
Email: [email protected]
Scheduling:
Attn: Brian Goldstein
Phone: 215-498-0175
Email: [email protected]
Payments:
Attn: Lizette Vidrio
Phone: (949) 330-6300
E-mail: [email protected]
Payments:
Attn: Brian Goldstein
Phone: 215-498-0175
Email: [email protected]
Wire Transfer:
BNK:
ABA:
ACCT:
Wire Transfer:
BNK: Wells Fargo
ABA:121000248
ACCT: *****8540
Emergency Contact:
Attn: Lizette Vidrio, Director of Asset
Management
Phone: (949) 330-6300
E-mail:[email protected]
Emergency Contact:
Attn: Cathy DeFalco
Phone: 805-260-9047
E-mail: [email protected]
IX - 1
Energy Storage Resource Adequacy Agreement Form
APPENDIX IX
APPROVED CONTRACTORS
1. Hitachi Energy USA Inc.
2. Goldstar Construction, Inc.
3. DynaPower Company
4. MMR Constructors, Inc.
5. Powin Energy Corporation
X - 1
Energy Storage Resource Adequacy Agreement Form
APPENDIX X
[NOT USED]
XI - 1
Energy Storage Resource Adequacy Agreement Form
APPENDIX XI
[NOT USED]
XII - 1
Energy Storage Resource Adequacy Agreement Form
APPENDIX XII
WORKFORCE DEVELOPMENT AND COMMUNITY INVESTMENT OBLIGATIONS Seller shall conduct outreach with qualified local contractors, so that local firms have a fair opportunity to compete for Project construction contracts. In addition, Seller shall require that construction contractors utilize locally sourced labor to the extent practicable.
Energy Storage Resource Adequacy Agreement Form
END OF AGREEMENT
Town Council Agenda Report
Date: May 24, 2022
To: Honorable Mayor and Town Council
Subject: HOUSEHOLD HAZARDOUS WASTE COLLECTION AGREEMENT
From: Douglas Robertson, Town Manager
Submitted by: Julie Ryan, Special Projects Manager
Town Manager
Budgeted Item: Yes No N/A
RECOMMENDED ACTION
That the Town Council approve the Household Hazardous Waste (HHW) Agreement between the Town of Apple Valley and the San Bernardino County Fire Protection District (SBCFPD).
BACKGROUND
California Public Resources Code requires cities, towns, and counties to provide HHW Collection Programs for the safe collection, recycling, treatment, and disposal of hazardous waste generated by households that is separated from the solid waste stream.
The County of San Bernardino administers a countywide cooperative program for the management of HHW. By contracting with SBCFPD, the Town protects the health and safety of its residents through the safe removal of hazardous waste.
ANALYSIS
The Town’s current HHW Agreement with SBCFPD expires on June 30, 2022. That agreement was executed in 2017 for a five (5) year contract amount of not less than $407,552. The annual fee for FY 2017-18 was $81,510.40. This amount was increased in subsequent years based on the annual Consumer Price Index (CPI) to an annual amount of $87,568.25 for a total contract amount of $428,985.99.
The new Agreement with SBCFPD for the July 1, 2022 through June 30, 2027 term, sets the five (5) year contract amount at $483,994.56, with a fiscal year 2022/2023 annual amount of $89,355.29 and ending with fiscal year 2026/2027 amount of $105,052.34.
FISCAL IMPACT
The new Agreement includes an initial increase of 3% with an increase of 0.25% each year over the 5-year agreement as follows:
o Year 1: 3%
o Year 2: 3.25%
o Year 3: 3.5%
o Year 4: 3.75%
o Year 5: 4%
ATTACHMENTS
1. Town of Apple Valley Contract FY22-27
Standard Contract Page 1 of 7
THE INFORMATION IN THIS BOX IS NOT A PART OF THE CONTRACT AND IS FOR COUNTY USE ONLY San Bernardino County Fire
Protection District
Department Contract Representative Jose Rodriguez
Telephone Number (909) 382-5401
Contractor Town of Apple Valley
Contractor Representative Julie Ryan
Telephone Number (760) 240-7400 (x7055)
Contract Term July 1, 2022 through June 30, 2027
Original Contract Amount $483,994.56
Amendment Amount
Total Contract Amount $483,994.56
Cost Center
IT IS HEREBY AGREED AS FOLLOWS:
HOUSEHOLD HAZARDOUS WASTE COLLECTION AGREEMENT
This Agreement is made and entered into between the San Bernardino County Fire Protection District, hereinafter referred to as “District” and the Town of Apple Valley hereinafter referred to as the “Town.” RECITALS:
WHEREAS, the California Public Resources Code (Section 47000 et seq.) requires cities and counties to prepare a Household Hazardous Waste Element which identifies a program for the safe collection, recycling, treatment and disposal of hazardous wastes which are generated by households in the Town or county and which should be separated from the solid waste stream; and, WHEREAS, San Bernardino County and each of the cities in the County have developed Household Hazardous Waste Elements (HHWE) which identify a county-wide cooperative program for the management of Household Hazardous Waste; and,
WHEREAS, the existing Household Hazardous Waste program operated by the District is consistent with the adopted HHWE; and,
WHEREAS, the District’s Section of Hazardous Materials, is a section of the District responsible for the safe Contract Number
SAP Number
Revised 7/15/19 Page 2 of 7
management of hazardous waste; and,
WHEREAS, the Town desires for the protection, health and welfare of the public and its personnel, the removal of hazardous waste from homes so that such materials will pose no danger in the event of fire, the prevention of potential environmental degradation and the conservation of resources through recycling.
NOW, THEREFORE, in consideration of mutual covenants and conditions the parties hereto agree as follows:
WITNESSETH:
RESPONSIBILITIES AND DUTIES OF THE TOWN
1. The Town agrees to operate a Household Hazardous Waste Collection Facility (hereinafter referred to as “Facility”) for the District at the following location: Town of Apple Valley, 13450 Nomwaket Rd, Apple Valley, CA, in accordance with the most recent edition of the District’s “The Satellite Facilities Operations Manual”, as referred to and amended from time to time in accordance with Section 7 hereof (hereinafter referred to as “Operations Manual”). Employees or contractors of the Town who have current training by the District will accept only “Household Hazardous Waste”, as defined in Title 22, section 66260.10 of the California Code of Regulations and in California Health and Safety Code section 25218.1(d). The facility will be open to County residents for collection of Household Hazardous Waste at least ten (10) hours per month, except during inclement weather and Town observed holidays. The designated employees of the Town will categorize, pack and label the wastes in accordance with the Operations Manual. The wastes will be stored in their original packaging (except used motor oil and used antifreeze) and placed in the District provided containers inside the waste storage area (located within the fenced area of the Facility). The Town approves the Facility’s storage area(s) of ignitable and/or reactive waste designated by the District. The Town approves the Facility’s traffic control which is directed by authorized staff.
2. The Town shall be responsible for maintenance of the Facility, the safety of persons and materials on the property of the Facility and keeping the Facility secure. It shall not be necessary for the Town to require a person to be present at all times on the site of the Facility where the waste will be stored.
3. The Town shall notify and obtain approval from the District prior to making any changes in the maintenance and/or operations of the Facility. The Town shall notify the District of any changes in the management of the Facility.
4. The Town shall publicize to its residents the need to properly reduce, recycle, store, transport and dispose of Household Hazardous Waste and inform its residents of the availability of nearby household hazardous waste collection facilities for safe management of household hazardous waste, in the manner and form recommended by District.
5. The Town shall publicize to its residents the maximum quantities of hazardous waste allowed for transportation which are containers no larger than 5 gallons and maximum quantities of 15 gallons or 125 pounds per trip brought to a household hazardous waste collection facility per participant.
6. The Town shall publicize to its small businesses that need to dispose of small quantities of business waste to contact the District and make an appointment to use the Very Small Quantity Generator (VSQG) program for proper disposal.
7. The Town shall publicize to its residents that home generated sharps containers shall only contain needles, lancets and syringes with a needle attached that must be completely spent (used and no liquid remaining, this includes EpiPens). The public may use 2 gallon or smaller heavy-duty plastic household containers as an alternative to plastic bio-hazard sharps containers. The container should be leakresistant, remain upright during use and have a tight fitting, puncture-resistant lid, such as a plastic laundry detergent container. Containers consisting of glass, metal, cardboard or paper will not be accepted.
Revised 7/15/19 Page 3 of 7
8. Agreement Compliance. Town agrees to comply with all applicable Federal, State and County laws, regulations and policies in carrying out its responsibilities under this Agreement.
RESPONSIBILITIES AND DUTIES OF THE DISTRICT
9. The District shall continue to operate a comprehensive Household Hazardous Waste Program (Program) for the safe collection, recycling, treatment and disposal of household hazardous waste, including universal waste, Home-generated Sharps (HGS), and pharmaceutical waste excluding controlled substances. The District program shall be based on a Central Processing Facility and a regional network of collection centers sited so as to provide safe, convenient service to the public in a cost-effective manner.
10. The District shall act as the generator and transporter of the Household Hazardous Wastes and shall assume responsibility for maintaining the necessary site and transportation permits. Further, the District will train Town personnel or its contractor and provide the Operations Manual, which designates waste to be accepted, defines a categorization scheme for wastes anticipated, and specifies emergency procedures to be followed. The District shall continue to provide an initial 32-hour training course for new Household Hazardous Waste personnel of the Town and subsequent annual 8-hour “refresher” training course for Town Household Hazardous Waste employees. If there are changes to the Operations Manual, written notification and/or special training sessions shall be provided to the Town at least thirty (30) days prior to their effective date. The Operations Manual shall be consistent with all state and federal regulations applicable to Household Hazardous Waste facilities and amended as necessary.
11. The District will provide approved waste storage containers, meeting the specifications of the Department of Transportation for the disposal of hazardous waste and sufficient absorbent materials for “over packing” the waste containers. At the termination or expiration of this Agreement, all items provided by the District shall belong to the District, unless otherwise agreed upon in writing. The District will provide an Emergency Coordinator to offer support and assistance to the Town during Facility operating hours excluding County observed holidays.
12. The District shall either remove the household hazardous wastes at the Facility periodically or independently contract with a licensed hazardous waste hauler to remove the accumulated wastes, monthly, and to recycle or dispose of wastes at an approved facility at no additional cost to the Town.
13. The District shall provide an annual report to the Town, which shall include the amounts and types of waste collected, participation by jurisdiction, and final disposition of the waste. The report will be provided at no additional cost to the Town.
14. The District shall compile and provide to the California Department of Resources Recycling and Recovery (CalRecycle), the Department of Toxic Substances Control, and the Certified Unified Program Agency, the Town’s Annual Form 303 Report. The report will be provided at no additional cost to the Town.
15. The District shall provide to the Town, flyers/brochures/education material that shall be distributed by the Town electronically. Hard copies will also be provided upon request, at no additional cost to the Town.
16. The District shall charge any business that disposes of household hazardous waste the actual cost of disposal as indicated in the District’s fee ordinance. If the Town operates its own household hazardous waste collection facility and business waste is accepted at any satellite facility, the Town will be responsible for the disposal cost of the business waste.
Revised 7/15/19 Page 4 of 7
17. The District shall provide an electronic biohazardous waste label to every participant that disposes of home generated sharps. As provided in Paragraph 7, the public may use 2 gallon or smaller heavy-duty plastic household containers such as a plastic laundry detergent container as an alternative to plastic bio-hazard sharps containers. The biohazardous waste label shall be placed on the rigid heavy-duty, puncture-resistant plastic container used to dispose of home generated sharps.
CONSIDERATION
18. In consideration for the services provided, Town shall pay the District the following amount not to exceed $483,994.56:
Fiscal Year Annual Amount Amount per quarter
2022/2023 $89,355.29 $22,338.82
2023/2024 $92,688.33 $23,172.08
2024/2025 $96,394.41 $24,098.60
2025/2026 $100,504.19 $25,126.05
2026/2027 $105,052.34 $26,263.09
19. Payments will be due on July 15, October 15, January 15, and April 15 of each year through the term of the contract. The Annual Amount and Amount per quarter identified in Paragraph 18 includes a discount to the Town of $13,200 annually, ($3,300 quarterly), to assist with staffing cost for the HHW facility.
TERM AND TERMINATION
20. This Agreement shall be effective July 1, 2022 and shall remain in effect through June 30, 2027, but may be renewed for specified periods, unless, otherwise terminated or amended.
21. Notwithstanding the foregoing, either party may terminate this Agreement at any time upon 90 days prior written notice to the other party.
INSURANCE AND INDEMNIFICATION
22. Town and District are authorized self-insured public entities for purposes of Professional Liability, General Liability, Automobile Liability and Workers’ Compensation and warrant that through their respective programs of self-insurance, they have adequate coverage or resources to protect against liabilities arising out of the performance of the terms, conditions or obligations of this Agreement.
23. District agrees to indemnify, defend (with counsel reasonably approved by Town) and hold harmless Town, its officers, employees, agents and volunteers, from any and all claims, actions, losses, damages, and/or liability arising out of this Agreement from any cause whatsoever, including, the acts, errors or omissions of any person and for any costs or expenses incurred by Town on account of any claim, except where such indemnification is prohibited by law. This indemnification provision shall apply regardless of the existence or degree of fault of indemnities. The District’s indemnification obligation applies to Town’s “active” as well as “passive” negligence but does not apply to Town’s “sole negligence” or “willful misconduct” within the meaning of Civil Code section 2782.
Town agrees to indemnify, defend (with counsel reasonably approved by District) and hold harmless District, its officers, employees, agents and volunteers, from claims, actions, losses, damages, and/or liability arising out of this Agreement from any cause whatsoever, including, the acts, errors or omissions
Revised 7/15/19 Page 5 of 7
of any person and for any costs or expenses incurred by Town on account of any claim, except where such indemnification is prohibited by law. This indemnification provision shall apply regardless of the existence or degree of fault of indemnities. The Town’s indemnification obligation applies to District’s “active” as well as “passive” negligence but does not apply to District’s “sole negligence” or “willful misconduct” within the meaning of Civil Code section 2782.
In the event District and/or Town are found to be comparatively at fault for any claim, action, loss or damage which results from their respective obligations under this Agreement, District and/or Town, as applicable, shall indemnify the other to the extent of its comparative fault.
Notwithstanding indemnification for any claim, action, loss, or damage involving a third party, District and Town hereby waive any and all rights of subrogation recovery against each other.
Furthermore, if District or Town attempts to seek recovery from the other for Workers’ Compensation benefits paid to an employee, District and Town agree that any alleged negligence of the employee shall not be construed against the employer of that employee.
GENERAL TERMS AND CONDITIONS
24. Representation of the District. In the performance of the Agreement, Town, its agents and employees, shall act in an independent capacity and not as officers, employees, or agents of the District.
25. Change of Address. Town shall notify the District in writing of any change in mailing address within ten (10) business days of the change.
26. Agreement Assignability. Without the prior written consent of the District, the agreement is not assignable by Town, either in whole or in part.
27. Agreement Amendments. Town agrees that any alterations, variations, modifications, waivers, or provisions of the Agreement shall be valid only when reduced to writing, duly signed, and attached to the original Agreement and approved by the required persons of both Town and District.
28. Correction of Performance Deficiencies. Failure by Town or District to comply with any of the provisions, covenants, requirements or conditions of this agreement shall be a material breach of this agreement.
In the event of a non-cured breach, either Party may, at its sole discretion and in addition to immediate termination and any other remedies available at law, in equity, or otherwise specified in this Contract:
A. Afford the breaching Party, thereafter, a time period within which to cure the breach, which period shall be established at sole discretion of the other Party; and/or, B. Terminate this Contract.
29. Attorney Fees and Costs. If any legal action is instituted to enforce any party’s rights hereunder, each party shall bear its own costs and attorneys’ fees, regardless of who is the prevailing party. This paragraph shall not apply to those costs and attorneys’ fees directly arising from a third-party legal action against a party hereto and payable under INDEMNIFICATION paragraphs.
30. Venue and Governing Law. The venue of any action or claim brought by any party to this Agreement will be the Central District Court of San Bernardino County Superior Court. Each party hereby waives any law or rule of the court, which would allow them to request or demand a change of venue. If any action or claim concerning this Agreement is brought by any third-party, the parties hereto agree to use their best efforts to obtain a change of venue to the Central District Court of San Bernardino County Superior Court. This contract shall be governed by the laws of the State of California.
31. Notification. In the event of a problem or potential problem that will impact the level of performance under this Agreement, the Town shall notify the District within one (1) working day, in writing and by telephone.
Revised 7/15/19 Page 6 of 7
32. Former County and District Officials. Town agrees to provide or has already provided information on former San Bernardino County and District administrative officials (as defined below) who are employed by or represent Town. The information provided includes a list of former County and District administrative officials who terminated COUNTY or District employment within the last five years and who are now officers, principals, partners, associates or members of the business. The information also includes the employment with or representation of Town. For purposes of this provision, “County administrative official” is defined as a member of the Board of Supervisors or such officer’s staff, County Administrative Officer or member of such officer’s staff, County or District department or group head, assistant department or group head, or an employee in the Exempt Group, Management Unit, or Safety Management Unit.
33. Inaccuracies or Misrepresentations. If in the course of or the administration of this Agreement if a Party determines that the other Party has made a material misstatement or misrepresentation, or that materially inaccurate information has been provided, this Agreement may be immediately terminated. If the Agreement is terminated according to this provision, either Party is entitled to pursue any available legal remedies.
34. Waiver. No delay on the part of either party in exercising any power or right hereunder shall operate as a waiver thereof; nor shall any single or partial exercise of any power or right preclude any other or further exercise thereof of any other power or right. No waiver by any party of any right hereunder or of any default shall be binding upon such party unless such waiver is in writing and signed by a duly authorized official of such party; and no waiver of any default or failure by such party to exercise any right hereunder shall operate as a waiver of any other or further exercise of such right or of any further default.
35. Severability. If any provisions of this agreement, or portions thereof, or the application thereof to any circumstances shall be held invalid or unenforceable, the remainder of this agreement and the application thereof to other circumstances shall nevertheless be valid.
36. Notices and Reports. Any notices shall be addressed to the respective parties as set forth below:
DISTRICT: Monica Ronchetti
Deputy Fire Marshal/CUPA Manager
Household Hazardous Waste Section
2824 East “W” Street
San Bernardino, CA 92415-0799
TOWN: Julie Ryan
Special Programs Manager
14955 Dale Evans Pkwy.
Apple Valley, CA 92307
37. Entire Agreement.
A. This agreement is intended by the parties hereto as a final expression of their agreement and understanding with respect to the subject matter hereof and as a complete and exclusive statement of the terms hereof and supersedes any and all prior and contemporaneous agreements and understandings.
B. The signatures of the Parties affixed to this Contract affirm that they are duly authorized to commit and bind their respective institutions to the terms and conditions set forth in this document.
38. This agreement may be executed in any number of counterparts, each of which so executed shall be deemed to be an original, and such counterpart shall together constitute one and the same agreement.
The parties shall be entitled to sign and transmit an electronic signature of this agreement (whether by facsimile, PDF or other email transmission), which signature shall be binding on the party whose name is contained therein. Each party providing an electronic signature agrees to promptly execute and deliver to the other party an original signed agreement upon request.
Revised 7/15/19 Page 7 of 7
IN WITNESS WHEREOF, the Board of Directors has caused this Agreement to be subscribed to by the Secretary thereof, and Town has caused this Agreement to be subscribed on its behalf by its duly authorized officers, the day, month and year written.
FOR COUNTY USE ONLY
Approved as to Legal Form Reviewed for Contract Compliance Reviewed/Approved by Department Scott Runyan, Supervising Deputy County
Counsel
Date Date Date
SAN BERNARDINO COUNTY FIRE PROTECTION
DISTRICT
(Print or type name of corporation, company, contractor, etc.) By
Curt Hagman, Chairman, Board of Directors (Authorized signature - sign in blue ink) Dated: Name
SIGNED AND CERTIFIED THAT A COPY OF THIS (Print or type name of person signing contract)
DOCUMENT HAS BEEN DELIVERED TO THE
CHAIRMAN OF THE BOARD Title
Lynna Monell, Secretary (Print or Type)
By Dated:
Deputy
Address
Town Council Agenda Report
Date: May 24, 2022
To: Honorable Mayor and Town Council
Subject: RESOLUTION DESIGNATING JUNE 19 AS JUNETEENTH
INDEPENDENCE DAY IN THE TOWN OF APPLE VALLEY
From: Douglas Robertson, Town Manager
Submitted by: Julie Ryan, Special Projects Manager
Town Manager
Budgeted Item: Yes No N/A
RECOMMENDED ACTION
Adopt Resolution 2022-15 designating June 19, as Juneteenth Independence Day in the Town of Apple Valley.
BACKGROUND
In 1863, President Abraham Lincoln issued the Emancipation Proclamation declaring all slaves free. However, this freedom was not made known to many enslaved African Americans until two years after its passage. On June 19, 1865, Union soldiers, led by Major General Gordon Granger, arrived in Galveston, Texas, with news that the Civil War had ended and the enslaved were free. African Americans who had been slaves in the Southwest celebrated June 19, 1865, commonly known as “Juneteenth Independence Day”, as inspiration and encouragement for future generations.
African Americans from the Southwest have continued the tradition of observing Juneteenth Independence Day for more than 150 years. Juneteenth Independence Day celebrations have been held to honor African American freedom while encouraging selfdevelopment and respect for all cultures. The faith and strength of character demonstrated by former slaves and the descendants of former slaves remain an example for all people of the United States, regardless of background, religion, or race.
Over the course of its history, the United States has grown into a symbol of democracy and freedom around the world. The Town of Apple Valley recognizes the historical significance of Juneteenth Independence Day and supports the continued nationwide celebration of Juneteenth Independence Day to provide an opportunity for people of the United States to learn more about the past and to better understand the experiences that have shaped the United States.
FISCAL IMPACT
There is no fiscal impact in approving this Resolution.
ATTACHMENTS
A. Resolution No. 2022-15
RESOLUTION NO.2022-15
A RESOLUTION OF THE TOWN COUNCIL OF THE TOWN OF
APPLE VALLEY, CALIFORNIA, DESIGNATING JUNE 19, AS
“JUNETEENTH INDEPENDENCE DAY”
WHEREAS, in 1863, President Abraham Lincoln issued the Emancipation Proclamation declaring all slaves free. However, this freedom was not made known to many enslaved African Americans until two years after its passage; and
WHEREAS, on June 19, 1865, Union soldiers, led by Major General Gordon Granger, arrived in Galveston, Texas, with news that the Civil War had ended and the enslaved were free; and
WHEREAS, African Americans who had been slaves in the Southwest celebrated June 19, 1865, commonly known as “Juneteenth Independence Day”, as inspiration and encouragement for future generations; and
WHEREAS, African Americans from the Southwest have continued the tradition of observing Juneteenth Independence Day for more than 150 years; and WHEREAS, Juneteenth Independence Day celebrations have been held to honor African American freedom while encouraging self-development and respect for all cultures; and WHEREAS, the faith and strength of character demonstrated by former slaves and the descendants of former slaves remain an example for all people of the United States, regardless of background, religion, or race; and
WHEREAS, over the course of its history, the United States has grown into a symbol of democracy and freedom around the world.
NOW, THEREFORE, BE IT RESOLVED BY THE TOWN COUNCIL OF THE TOWN OF APPLE VALLEY AS FOLLOWS:
Section 1. That the Town designates June 19, as “Juneteenth Independence Day”.
Section 2. That the Town recognizes the historical significance of Juneteenth Independence Day to the United States.
Section 3. That the Town supports the continued nationwide celebration of Juneteenth Independence Day to provide an opportunity for the people of the United States to learn more about the past and to better understand the experiences that have shaped the United States.
Section 4. That the Town recognizes that the observance of the end of slavery is part of the history and heritage of the United States.
Section 5. That the Town Clerk shall certify to the passage and adoption of this resolution and enter it into the book of original resolutions.
Resolution No. 2022-15
ADOPTED AND APPROVED by the Town Council of the Town of Apple Valley this 24th day of May 2022.
Kari Leon
Mayor
ATTEST:
La Vonda M. Pearson
Town Clerk
Town Council Agenda
Report
Date: May 24, 2022
To: Honorable Mayor and Town Council
Subject: RESOLUTION OF INTENT TO RENEW AND MODIFY
BOUNDARY OF THE APPLE VALLEY VILLAGE PROPERTY
AND BUSINESS IMPROVEMENT DISTRICT (PBID)
From: Douglas Robertson, Town Manager
Submitted by: Kenneth Sousa, Public Relations Specialist Economic Development
Budgeted Item: Yes No N/A
RECOMMENDED ACTION:
That the Town Council adopt a Resolution of Intention to renew and modify the boundaries of the Apple Valley Village Property and Business Improvement District (Village PBID) and to levy and collect assessments therein.
SUMMARY:
The Village PBID was established for a five-year term by the Town Council in 2007 in an effort to revitalize the Village Business District. The Village PBID was then renewed for 5 years terms in both 2012 and 2017. During these terms, the Village PBID has funded or assisted in the funding of several notable projects, including; completion of the Highway 18 median landscape project, the repaving of John Glenn Road, drainage improvements to Outer Highway 18, enhanced public safety services, installation of streetlamp banners, kiosk business directory signs, a storefront and property rehabilitation rebate program, a periodic newsletter, and hosted events such as the Happy Trails Parade & Street Fair and the Summer Street Fair, public mixers and holiday themed contests for property owners and businesses.
Unless the Village PBID is renewed again, FY2021-22 is the final year of PBID property assessments with operations to end on December 31, 2022. Accordingly, the Village PBID Association (Association), comprised of Village property owners, has expressed its desire to renew the Village PBID for a ten-year term. As a result, a PBID Renewal Committee of Village property and business owners has been meeting since 2021 to formulate the details of the PBID renewal. The Committee has determined that the Village PBID renewal will be for a 10-year term (10 years
maximum is permitted by State Law for renewals) and that the boundaries will be reduced on the west side of Navajo north of Highway 18, portions of Pioneer north of Highway 18 and on the west side of Central north of Highway 18. Further, the boundaries will be expanded along the east side of Navajo Road north of Ottawa Rd and south of Highway 18. The proposed renewed PBID will include 297 parcels of which 291 will be assessed. 6 parcels are exempt from assessments either by land use or zoning. The Year 1 - FY2022-23 assessment budget revenue is projected to be $214,327 to continue to provide and manage supplemental services and improvements for this important business district.
PBID Renewal Process California State Law Section 36600 et seq Streets and Highways Code allows for the formation and renewal of PBIDs. The steps to renew a PBID are identical to its initial establishment:
1. Gather support petitions signed by property owners who represent more than 50-percent of the proposed total assessment to be levied. This has been accomplished in the Village PBID renewal effort.
2. Council adopts a Resolution of Intention to renew the PBID, authorizing the Town Clerk to:
3. Conduct a Proposition 218 ballot procedure by mailing a ballot to all property owners within the proposed renewed district.
4. Conduct a public hearing.
5. In order for the PBID to be renewed, a weighted majority of the ballots returned (as determined by assessment dollars to be paid into the PBID) must be in favor of the renewal. The Town Council may then renew the Village PBID by adopting a Resolution of Renewal.
BACKGROUND:
PBIDs have been used successfully in over 200 commercial districts throughout the State to increase sales, attract new tenants, increase occupancies, and stabilize business and property values. Since 2007, the Apple Valley Village has experienced similar positive results.
The Village PBID assessments are collected by the County with the annual property tax billing. The County returns the PBID assessment funds to the Town, who then either spends them directly for specified PBID programs (i.e. Highway 18 Median Landscape Project; Highway 18 drainage improvements; John Glenn Road repaving) or remits them, as applicable, to the Village PBID Association to pay for and manage other PBID related programs and improvements (i.e. security, marketing/promotions, administration). An annual budget report and financial review are required of the Association.
FISCAL IMPACT:
Although there is no direct financial impact associated with the recommended action, there will be a financial impact in the form of assessments levied on thirteen (13) Town-owned properties within the Village PBID, totaling $12,346.23 for FY2022-23; this represents 5.76% of the total Village PBID assessment to be levied.
ATTACHMENTS:
A. Resolution of Intent to Renew.
B. Management District Plan.
C. Assessment Engineer’s Report.
D. Proposed Village PBID Map
RESOLUTION NO. 2022-16
A RESOLUTION OF THE TOWN OF APPLE VALLEY
STATING ITS INTENTION TO RENEW AND MODIFY THE
BOUNDARIES OF THE APPLE VALLEY VILLAGE
PROPERTY AND BUSINESS IMPROVEMENT DISTRICT
AND TO LEVY AND COLLECT ASSESSMENTS WITHIN
SUCH DISTRICT PURSUANT TO THE PROPERTY AND
BUSINESS IMPROVEMENT DISTRICT LAW OF 1994,
PART 7 OF DIVISION 18 OF THE CALIFORNIA STREETS
AND HIGHWAYS CODE AND APPOINTING A TIME AND
PLACE FOR HEARING OBJECTIONS THERETO
WHEREAS, the Property and Business Improvement District Law of 1994, Part 7 of Division 18 of the California Streets and Highways Code, commencing with Section 36600, (the “Law”) authorizes cities and counties to establish property and business improvement districts to promote the economic revitalization and physical maintenance of business districts; and
WHEREAS, the Law authorizes cities and counties to levy and collect assessments on real property within such districts for the purpose of providing improvements and promoting activities that specially benefit real property within such districts; and
WHEREAS, on July 10, 2007, the Town Council of the Town of Apple Valley established a property and business improvement district in Apple Valley Village for a five year period known as the Apple Valley Village Property and Business Improvement District (“Apple Valley Village PBID”); and
WHEREAS, on August 14, 2012 and August 8, 2017 the Town Council renewed the Apple Valley Village PBID for five-year terms; and
WHEREAS, unless renewed again by the Town Council, the Apple Valley Village PBID’s authority to levy assessments will have ended with property tax year 2021-2022 with operations to end on December 31, 2022; and
WHEREAS, written petitions have been submitted by property owners within the Apple Valley Village PBID requesting the Town Council to initiate proceedings pursuant to the Law to renew the Apple Valley Village PBID; and
WHEREAS, such petitions were signed by property owners in the proposed renewed district who will pay more than fifty percent (50%) of the assessments proposed to be levied for property tax year 2022-23; and WHEREAS, a Management District Plan entitled the “Apple Valley Village PBID Management District Plan” (the “Management District Plan”) has been prepared and submitted to the Town Clerk, containing all of the information to renew the District required by Section 36622 of the Law, including a description of the modified boundaries of the district, the term of the renewed District (ten years), the improvements
Resolution No. 2022-16
and activities proposed for the district, the cost of such improvements and activities and the basis of assessments to be levied; and
WHEREAS, Articles XIIIC and XIIID of the California Constitution and Section 53753 of the California Government Code impose certain procedural and substantive requirements relating to the levy of new or increased assessments, including mailing of a notice to each affected property owner regarding the proposed assessment, conducting a ballot procedure; and holding a public hearing; now therefore be it NOW BE IT RESOLVED, that the Town of Apple Valley Town Council declares as follows:
Section 1. Pursuant to Section 36621(a) of the Law, the Town Council declares its intention to renew and modify the boundaries of the “Apple Valley Village Property and Business Improvement District” (the “District”) for ten (10) years, and to levy and collect assessments against lots and parcels of real property within the District, commencing with property tax year 2022-23.
Section 2. The Town Council hereby approves the Management District Plan, on file in the office of the Town Clerk.
Section 3. The Town Clerk shall make the Management District Plan and other documents related to the District available to the public for review during normal business hours.
Section 4. NOTICE IS HEREBY GIVEN that the Town Council shall conduct a public hearing on the renewal and boundary modification of the District and the levy and collection of assessments for property tax year 2022-23 on July 26, 2022 at 6:30 p.m. or as soon thereafter as the matter may be heard, in the Town Council Chambers located at 14955 Dale Evans Parkway, Apple Valley, California 92307. At the public hearing, the Town Council will consider all objections or protests, if any, to the proposed renewal and boundary modification of the District and the proposed assessment. Any interested person may present written or oral testimony at the public hearing.
Section 5. The boundaries of the proposed renewed and modified District generally includes all parcels fronting along Highway 18 between just west of Navajo to just east of Central and surrounding commercial properties generally between just north of Highway 18 on the north and Ottawa on the south.
Section 6. The proposed activities for the District include supplemental security, marketing and promotions, streetscape beautification improvements/image enhancements, other special projects/programs and District management/operations which specially benefit businesses and real property located in the District.
Section 7. The projected assessment proposed to be levied and collected for property tax year 2022-23 is $214,327. A maximum increase of 6% per year upon approval of the Property Owner’s Association Board may be imposed for each of the nine remaining fiscal years. Assessments may also be increased where new building construction occurs on parcels within the District which exceeds the current building area.
Resolution No. 2022-16
Section 8. No bonds shall be issued in conjunction with the renewal of the District.
Section 9. The Town Clerk is hereby authorized and directed to give notice of the public hearing as provided in Section 53753 of the Government Code and Article XIIID, Section 4 of the California Constitution.
APPROVED and ADOPTED by the Town Council of the Town of Apple Valley at the regular meeting of the Town Council on the 24th of May, 2022 ______________________
Mayor, Kari Leon
ATTEST:
___________________________
Town Clerk, La Vonda M-Pearson
1 ATTACHMENT 1
APPLE VALLEY VILLAGE
PROPERTY & BUSINESS IMPROVEMENT DISTRICT
RENEWAL
ASSESSMENT ENGINEER’S
REPORT
Formed in 2007 - Renewed in 2012 and 2017 - Being Renewed for 10 Years Pursuant to California Streets and Highways Code Section 36600 et seq. - Property Business Improvement District Act of 1994, as amended
Prepared by
Edward V. Henning
California Registered Professional Engineer # 26549
Edward Henning & Associates
August 6, 2021
v 2.1
1 ASSESSMENT ENGINEER’S REPORT
To Whom It May Concern:
I hereby certify to the best of my professional knowledge and experience that each of the identified benefiting properties located within the proposed Apple Valley Village Property & Business Improvement District ("AVV PBID") being renewed for a ten (10) year term will receive a special benefit over and above the benefits conferred on the public at large and that the amount of the proposed assessment is proportional to, and no greater than the benefits conferred on each respective property.
Introduction
This report serves as the “detailed engineer’s report” required by Section 4(b) of Article XIIID of the California Constitution (Proposition 218) to support the benefit property assessments to be levied within the proposed AVV PBID in the Town of Apple Valley, California being renewed for a ten (10) year term.
The discussion and analysis contained within this Report constitutes the required “nexus” of rationale between assessment amounts levied and special benefits derived by real properties within the proposed renewed AVV PBID.
August 6, 2021
3/31/22
APPLE VALLEY VILLAGE PBID – ASSESSMENT ENGINEER’S REPORT 2 Background
The AVV PBID is a is a property-based benefit assessment type district being renewed for a ten (10) year term pursuant to Section 36600 et seq. of the California Streets and Highways Code (as amended), also known as the Property and Business Improvement District Law of 1994 (the “Act”). Due to the benefit assessment nature of assessments levied within a property and business improvement district (“PBID”), district program costs are to be distributed amongst all identified benefiting properties based on the proportional amount of special program benefit each property is expected to derive from the assessments levied. Within the Act, frequent references are made to the concept of relative “benefit” received from PBID programs and activities versus amount of assessment paid. Only those properties expected to derive special benefits from PBID funded programs and activities may be assessed and only in an amount proportional to the relative special benefits expected to be received.
Supplemental Article XIIID Section 4(b) California Constitution Proposition 218 Procedures and Requirements
Proposition 218, approved by the voters of California in November of 1996, adds a supplemental array of procedures and requirements to be carried out prior to levying a property-based assessment like the AVV PBID. These requirements are in addition to requirements imposed by State and local assessment enabling laws. These requirements were “chaptered” into law as Article XIIID Section 4(b) of the California Constitution.
Since Article XIIID provisions will affect all subsequent calculations to be made in the final assessment formula for the AVV PBID, these supplemental requirements will be taken into account. The key provisions of Article XIIID along with a description of how the AVV PBID complies with each of these provisions are delineated below.
(Note: All section references below pertain to Article XIII D of the California Constitution):
APPLE VALLEY VILLAGE PBID – ASSESSMENT ENGINEER’S REPORT 3 Finding 1. From Section 4(a): “Identify all parcels which will have a special benefit conferred upon them and upon which an assessment will be imposed”
Setting and Boundary Description
The AVV PBID is located in the original historic business center of Apple Valley. The PBID encompasses all properties along the Highway 18 corridor roughly bounded by just west of Navajo on the west, just east of Central on the east, just north of Highway 18 on the north and Ottawa on the south. Based on information provided by the San Bernardino County Assessor’s Office and field reviews, there are 297 parcels within the proposed renewed PBID. Of these, 291 are identified by this Assessment Engineer as assessable. (Please see discussion on pages 4 and 19 of this Report regarding the rationale for the 6 nonassessed parcels within the PBID). It is noted that the PBID boundaries are being amended by adding 7 new parcels on the east side of Navajo (4 north of Powhatan and 3 south of Powhatan), deleting 3 parcels west of Navajo and north of Highway 18, deleting 2 parcels west of Central north of Headquarters Drive, and deleting 21 parcels along Pioneer north of Highway 18.
All identified assessed parcels within this PBID will receive proportionate special benefit from district programs and improvements within two benefit zones: Zone A includes all properties fronting on Highway 18, Navajo Road and Central Road (north of Hwy 18) and Zone B includes all other properties within the District. A map showing the PBID boundaries is shown on Appendix A attached hereto. This area is the center of commerce in the original Apple Valley Town site. The PBID is generally surrounded by residential neighborhoods on the west, north, south and east.
Benefit Zones: There are two benefit zones in the AVV PBID. o Zone A includes all properties fronting on Highway 18, Navajo Road and Central Road (north of Hwy 18). PBID activity and vehicle traffic is highest in Zone A, as these corridors provide the most direct access and visibility to the Village area. As a result, Zone A parcels will receive a higher level of special benefit from PBID funded activities and improvements and are assessed at a higher proportionate rate than Zone B to offset higher proportionate program level and improvement costs. o Zone B includes all of the remaining parcels within the AVV PBID boundaries. PBID activity and vehicle traffic is lower in Zone B, as these grid-oriented streets provide only secondary access and visibility to the Village area. As a result, Zone B parcels will receive a lower level of special benefit from PBID funded activities and improvements and are assessed at a lower proportionate rate than Zone A to offset lower proportionate program level and improvement costs.
PBID Boundary Rationale
Northern Boundary: The northern boundary of the AVV PBID was determined by zoning and land uses where parcels located to the north of the northern PBID are mainly zoned and/or developed solely residential with residential land uses while those south of the northern boundary are zoned commercial.
State of California Streets and Highways Code Section 36632(c) conclusively presumes that properties zoned solely residential do not benefit from the improvements and service funded through PBID assessments, cannot be assessed and, thus, these single use neighborhoods are not included in the AVV PBID.
APPLE VALLEY VILLAGE PBID – ASSESSMENT ENGINEER’S REPORT 4 Eastern Boundary: The parcels located to the east of the eastern PBID boundaries are a combination of scattered businesses and vacant land along the south side of Highway 18 and solely residential zoning and land uses southeast of this strip. The commercial uses east of Central are not considered part of the core historic Apple Valley Village and thus, are not included in the District.
Southern Boundary: The southern boundary of the AVV PBID was determined by zoning and land uses where properties located to the south of the southern PBID boundary are mainly zoned and/or developed solely residential with residential land uses while those north of the southern boundary are zoned commercial. For the reason stated above, these single use residential neighborhoods are not included in the AVV PBID.
Western Boundary: The western boundary of the AVV PBID was determined by zoning and land uses where properties located to the west of the western PBID boundary are mainly zoned and/or developed solely residential with residential land uses while those east of the western boundary are zoned commercial. For the reason stated above, these single use residential neighborhoods are not included in the AVV PBID. It is noted that 4 parcels included in the boundary expansion on the east side of Navajo north of Powhatan are zoned R-M (multi-family residential) and can be included in the PBID, but not assessed. While direct PBID special benefits and services will not be provided to these non-assessed parcels, inclusion of these parcels will enable the PBID to extend Village image enhancement elements such as banners, street signs and other Village related amenities and activities along this street.
A list of all parcels included in the proposed AVV PBID is shown as Appendix 1, attached to this Report with their respective San Bernardino County assessor parcel number. The boundary of the proposed AVV PBID and benefit zones are shown on the map of the proposed renewed AVV PBID attached as Appendix 2 to this Report.
All identified parcels within the above-described boundaries shall be assessed to fund supplemental special benefit programs, services and improvements as outlined in this Report and in the Management District Plan. All PBID funded services, programs and improvements provided within the above-described boundaries shall confer special benefit to identified assessed parcels inside the PBID boundaries and none will be provided outside of the PBID. Each identified and assessed parcel within the AVV PBID will proportionately specially benefit from the PBID funded supplemental security, marketing, streetscape/beautification/image enhancement and administration/operations. These services, programs and improvements are intended to improve commerce, employment, rents and occupancy rates of assessed parcels and businesses within the AVV PBID by reducing crime, improving the Village aesthetics and professionally marketing goods and services available within the PBID, all considered necessary in a competitive properly managed business district. All PBID funded services programs and improvements are considered supplemental, above normal base level services provided by the Town of Apple Valley and are only provided for the special benefit of assessed parcels within the boundaries of the AVV PBID.
APPLE VALLEY VILLAGE PBID – ASSESSMENT ENGINEER’S REPORT 5 Finding 2. From Section 4(a): “Separate general benefits (if any) from the special benefits conferred on parcel(s). Only special benefits are assessable. “
QUANTITATIVE BENEFIT ANALYSIS
As stipulated in Article XIIID Section 4(b) of the California Constitution, assessment district programs and activities confer a combination of general and special benefits, but the only program benefits that can be assessed are those that provide special benefit to the assessed properties. For the purposes of this analysis, a “general benefit” is hereby defined as: “A benefit to properties in the area and in the surrounding community or benefit to the public in general resulting from the improvement, activity, or service to be provided by the assessment levied”. “Special benefit” as defined by the California State Constitution means a distinct benefit over and above general benefits conferred on real property located in the district.
The property uses within the boundaries of the PBID that will receive special benefits from PBID funded programs and services are a unique mix of retail, restaurant, service, office, non-profit/government, light industrial and some residential. Services, programs and improvements provided and funded by the PBID (i.e.security, marketing, streetscape/beautification/image enhancement and administration/operations) are primarily designed to provide special benefits as described below to identified assessed parcels and the array of land uses within the boundaries of the AVV PBID.
The proposed PBID programs, improvements and services and Year 1 – 2023 budget allocation are as follows:
Year 1 – 2023 District Special Benefit Cost Allocations (Assessment Revenue Only)
BENEFIT
ZONE SECURITY MARKETING
STREETSCAPE,
BEAUTIFICATION
& IMAGE
ENHANCEMENT
ADMINISTRATION
& OPERATIONS TOTAL
% 24.3% 28.0% 21.9% 25.8% 100%
A $31,884 $36,790 $28,819 $33,924 $131,417
B $20,116 $23,210 $18,181 $21,403 $82,910
TOTAL $52,000 $60,000 $47,000 $55,327 $214,327
In the case of the AVV PBID, the very nature of the purpose of this AVV PBID is to fund supplemental programs, services and improvements to assessed parcels within the PBID boundaries above and beyond what is being currently funded either via normal tax supported methods or other funding sources. All benefits derived from the assessments to be levied on assessed parcels within the PBID are for services, programs and improvements directly and specially benefiting each individual assessed parcel within the PBID. No PBID funded services, activities or programs will be provided outside of the PBID boundaries.
While every attempt is made to provide PBID services and programs to confer special benefits only to those identified assessed parcels within the PBID, the California State Constitution was amended via Proposition 218 to stipulate that general benefits exist, either by design or unintentional, in all assessment districts and that a portion of the program costs must be considered attributable to general benefits and
APPLE VALLEY VILLAGE PBID – ASSESSMENT ENGINEER’S REPORT 6 assigned a value. General benefits cannot be funded by assessment revenues. General benefits might be conferred on parcels within the AVV PBID, or “spillover” onto parcels surrounding the AVV PBID, or to the public at large who might be passing through the AVV PBID with no intention of transacting business within the AVV PBID or interest in the AVV PBID itself.
Empirical assessment engineering analysis throughout California has found that general benefits within a given business improvement district tend to range from 2-6% of the total costs. There are three methods that have been used by this Engineer for determining general and special benefit values within assessment districts:
(1) The parcel by parcel allocation method
(2) The program/activity line item allocation method, and (3) The composite district overlay determinant method.
A majority of PBIDs in California for which this Assessment Engineer has provided assessment engineering services since the enactment of Proposition 218, (Article XIIID Section 4(b) of the California Constitution) have used Method #3, the composite district overlay determinant method which will be used for the AVV PBID. This method of computing the value of general benefit involves a composite of three distinct types of general benefit – general benefit to assessed parcels within the AVV PBID, general benefit to the public at large within the AVV PBID and general benefit to parcels outside the AVV PBID.
General Benefit – Assessed Parcels within the AVV PBID
PBID funded programs are narrowly designed and carefully implemented to specially benefit the assessed AVV PBID parcels and are only provided for the special benefit to each and every assessed parcel within the AVV PBID. It is the opinion of this Engineer, based on over 30 years of professional assessment engineering experience, that nearly 100% of benefits conferred on assessed parcels within the AVV PBID are distinct and special but in the case of the AVV PBID, it is projected that there are 0.25% general benefits conferred on these assessed parcels. This high ratio of special benefits to general benefits is because the AVV PBID funded programs and services are specially geared to the unique needs of each assessed parcel within the AVV PBID and are directed specially only to these assessed parcels within the AVV PBID. This concept is further reinforced by the proportionality of special benefits conferred on each assessed parcel within the AVV PBID as determined by the special benefit assessment formula as it is applied to the unique and varying property characteristics of each assessed parcel. The computed 0.25% general benefit value on assessed parcels within the AVV PBID equates to $536 or (.25% x $214,327).
General Benefits – Outside Parcels
While District programs and services will not be provided directly to parcels outside the AVV PBID boundaries, it is reasonable to conclude that AVV PBID services may confer an indirect general benefit on parcels adjacent to the AVV PBID boundaries. An inventory of the AVV PBID boundaries finds that the District is immediately surrounded by 123 parcels. Of these 123 parcels, 53 are commercial zoned parcels with commercial uses located on the perimeter of the AVV PBID. In addition, there are 70 residentially zoned parcels with residential uses located on the perimeter of the AVV PBID.
The 123 parcels directly outside the AVV PBID boundaries can reasonably be assumed to receive some indirect general benefit as a result of AVV PBID funded programs, services and improvements. Based on over 30 years of assessment engineering experience, it is the opinion of this Engineer that a benefit factor of 1.0 be attributed to the 297 parcels within the AVV PBID (assessed and non-assessed), a benefit factor
APPLE VALLEY VILLAGE PBID – ASSESSMENT ENGINEER’S REPORT 7 of 0.15 be attributed to general benefits conferred on the 53 commercial parcels and uses located adjacent to or across the street from parcels within the AVV PBID and a benefit factor of 0.02 be attributed to general benefits conferred on the 70 residential parcels and uses located adjacent to or across the street from parcels within the AVV PBID. The cumulative dollar value of this general benefit type equates to $6,747 ($5,737 + $1,010) as delineated in the following Table:
Parcel Type Quantity Benefit
Factor
Benefit
Units
Benefit
Percent
Benefit
Value
Parcels within AVV PBID 297 1.000 297.00 96.9479% $214,327 Commercial parcels outside of AVV PBID 53 0.150 7.95 2.5951% $5,737 Residential parcels outside of AVV PBID 70 0.020 1.40 0.4570% $1,010 TOTAL 306.35 100.00% $221,074
General Benefit - Public At Large
While the AVV PBID funded programs are narrowly designed and carefully implemented to specially benefit the assessed AVV PBID parcels and are only provided for the special benefit to each and every assessed parcel within the AVV PBID, these PBID funded programs also provide general benefits to the public at large within the AVV PBID. For the proposed AVV PBID funded activities, assessment Engineering experience in California has found that generally over 95% of people moving about within PBID boundaries are engaged in business related to assessed parcels and businesses contained on them within a PBID, while the public at large “just passing through” is typically 5% or less.
Based on experience curves and the nature of the proposed AVV PBID funded programs and over 30 years of assessment engineering experience, it is the opinion of this Engineer that districtwide general benefit factors for each of the AVV PBID funded special benefit program element costs that most likely provide a general benefit to the public at large are as shown in the Table below. These factors are applied to each program element costs in order to compute the dollar and percent value of districtwide general benefits to the public at large. The total dollar value of this general benefit type, public at large, equates to $3,100 as delineated in the following Table:
A B C E
Program Element Dollar
Allocation
General
Benefit
Percent
General
Benefit
Factor
General
Benefit Value
(A x C)
SECURITY $52,000 3.00% 0.03 $1,560
MARKETING $60,000 1.00% 0.01 $600
STREETSCAPE, BEAUTIFICATION, IMAGE ENHANCEMENT $47,000 2.00% 0.02 $940 ADMINISTRATION & OPERATIONS $55,327 1.00% 0.01 $553
TOTAL $214,327 $3,100
Composite General Benefit
Based on the general benefit values delineated in the three sections above, the total value of districtwide general benefits conferred on assessed parcels within the AVV PBID, on parcels outside the AVV PBID, and on the public at large, equates to $10,383 ($536 + $6,747 + $3,100) or 4.6206%. For the purposes of this analysis, the districtwide general benefit factor of 4.6206% will be conservatively rounded up to 5% or $11,280. This leaves a value of 95% assigned to special benefit related costs. The districtwide general
APPLE VALLEY VILLAGE PBID – ASSESSMENT ENGINEER’S REPORT 8 benefit value of $11,280 when added to the special benefit value of $214,327 (Year 1 – 2023 assessments) equates to a total Year 1 – 2023 program cost of $225,607. Remaining costs that are attributed to districtwide general benefits, will need to be derived from other non-assessment sources such as outside grants, event proceeds, sponsorships and volunteer credits.
The program special benefit related cost allocations of the AVV PBID assessment revenues for Year 1 (2023) are shown in the Table on pages 15/16 of this Report. The projected program special benefit related cost allocations of the AVV PBID assessment revenues for the 10-year AVV PBID term, assuming a 6% maximum annual assessment rate increase, are shown in the Table on pages 16/17 of this Report.
A breakdown of projected special and districtwide general benefits for each year of the 10-year renewal term, assuming a 6% maximum annual assessment rate increase is shown in the following Table:
10-Year Special + General Benefits
(Assumes 6% max rate increase per year)
YR ZONE PROGRAM CATEGORY
SPECIAL
BENEFITS
GENERAL
BENEFITS
TOTAL
BENEFITS
% OF
TOTAL
YR 1 - 2023 A SECURITY $31,884 $1,681 $33,565 24.3%
MARKETING $36,790 $1,936 $38,726 28.0%
STREETSCAPE, BEAUTIFICATION & IMAGE ENHANCEMENT $28,819 $1,515 $30,334 21.9% ADMINISTRATION & OPERATIONS $33,924 $1,784 $35,708 25.8% SUBTOTAL $131,417 $6,916 $138,333 100.0%
B SECURITY $20,116 $1,060 $21,176 24.3%
MARKETING $23,210 $1,222 $24,432 28.0%
STREETSCAPE, BEAUTIFICATION & IMAGE ENHANCEMENT $18,181 $956 $19,137 21.9% ADMINISTRATION & OPERATIONS $21,403 $1,126 $22,529 25.8% SUBTOTAL $82,910 $4,364 $87,274 100.0%
A+B SECURITY $52,000 $2,741 $54,741 24.3%
MARKETING $60,000 $3,158 $63,158 28.0%
STREETSCAPE, BEAUTIFICATION & IMAGE ENHANCEMENT $47,000 $2,471 $49,471 21.9% ADMINISTRATION & OPERATIONS $55,327 $2,910 $58,237 25.8% TOTAL YEAR 1 - 2023 $214,327 $11,280 $225,607 100.0%
YR ZONE PROGRAM CATEGORY
SPECIAL
BENEFITS
GENERAL
BENEFITS
TOTAL
BENEFITS
% OF
TOTAL
YR 2 - 2024 A SECURITY $33,797 $1,782 $35,579 24.3%
MARKETING $38,997 $2,052 $41,049 28.0%
STREETSCAPE, BEAUTIFICATION & IMAGE ENHANCEMENT $30,548 $1,606 $32,154 21.9% ADMINISTRATION & OPERATIONS $35,959 $1,891 $37,850 25.8% SUBTOTAL $139,301 $7,331 $146,632 100.0%
B SECURITY $21,323 $1,124 $22,447 24.3%
MARKETING $24,603 $1,295 $25,898 28.0%
STREETSCAPE, BEAUTIFICATION & IMAGE ENHANCEMENT $19,272 $1,013 $20,285 21.9% ADMINISTRATION & OPERATIONS $22,687 $1,194 $23,881 25.8%
APPLE VALLEY VILLAGE PBID – ASSESSMENT ENGINEER’S REPORT 9 SUBTOTAL $87,885 $4,626 $92,511 100.0%
A+B SECURITY $55,120 $2,906 $58,026 24.3%
MARKETING $63,600 $3,347 $66,947 28.0%
STREETSCAPE, BEAUTIFICATION & IMAGE ENHANCEMENT $49,820 $2,619 $52,439 21.9% ADMINISTRATION & OPERATIONS $58,646 $3,085 $61,731 25.8% TOTAL YEAR 2 - 2024 $227,186 $11,957 $239,143 100.0%
YR ZONE PROGRAM CATEGORY
SPECIAL
BENEFITS
GENERAL
BENEFITS
TOTAL
BENEFITS
% OF
TOTAL
YR 3 - 2025 A SECURITY $35,825 $1,889 $37,714 24.3%
MARKETING $41,337 $2,175 $43,512 28.0%
STREETSCAPE, BEAUTIFICATION & IMAGE ENHANCEMENT $32,381 $1,702 $34,083 21.9% ADMINISTRATION & OPERATIONS $38,117 $2,004 $40,121 25.8% SUBTOTAL $147,660 $7,770 $155,430 100.0%
B SECURITY $22,602 $1,191 $23,793 24.3%
MARKETING $26,079 $1,373 $27,452 28.0%
STREETSCAPE, BEAUTIFICATION & IMAGE ENHANCEMENT $20,428 $1,074 $21,502 21.9% ADMINISTRATION & OPERATIONS $24,048 $1,266 $25,314 25.8% SUBTOTAL $93,157 $4,904 $98,061 100.0%
A+B SECURITY $58,427 $3,080 $61,507 24.3%
MARKETING $67,416 $3,548 $70,964 28.0%
STREETSCAPE, BEAUTIFICATION & IMAGE ENHANCEMENT $52,809 $2,776 $55,585 21.9% ADMINISTRATION & OPERATIONS $62,165 $3,270 $65,435 25.8% TOTAL YEAR 3 - 2025 $240,817 $12,674 $253,491 100.0%
YR ZONE PROGRAM CATEGORY
SPECIAL
BENEFITS
GENERAL
BENEFITS
TOTAL
BENEFITS
% OF
TOTAL
YR 4 - 2026 A SECURITY $37,975 $2,002 $39,977 24.3%
MARKETING $43,817 $2,306 $46,123 28.0%
STREETSCAPE, BEAUTIFICATION & IMAGE ENHANCEMENT $34,324 $1,804 $36,128 21.9% ADMINISTRATION & OPERATIONS $40,404 $2,124 $42,528 25.8% SUBTOTAL $156,520 $8,236 $164,756 100.0%
B SECURITY $23,958 $1,262 $25,220 24.3%
MARKETING $27,644 $1,455 $29,099 28.0%
STREETSCAPE, BEAUTIFICATION & IMAGE ENHANCEMENT $21,654 $1,138 $22,792 21.9% ADMINISTRATION & OPERATIONS $25,491 $1,342 $26,833 25.8% SUBTOTAL $98,747 $5,197 $103,944 100.0%
A+B SECURITY $61,933 $3,264 $65,197 24.3%
MARKETING $71,461 $3,761 $75,222 28.0%
STREETSCAPE, BEAUTIFICATION & IMAGE ENHANCEMENT $55,978 $2,942 $58,920 21.9% ADMINISTRATION & OPERATIONS $65,895 $3,466 $69,361 25.8% TOTAL YEAR 4 - 2026 $255,267 $13,433 $268,700 100.0%
YR ZONE PROGRAM CATEGORY
SPECIAL
BENEFITS
GENERAL
BENEFITS
TOTAL
BENEFITS
% OF
TOTAL
YR 5 - 2027 A SECURITY $40,254 $2,122 $42,376 24.3%
MARKETING $46,446 $2,444 $48,890 28.0%
APPLE VALLEY VILLAGE PBID – ASSESSMENT ENGINEER’S REPORT 10 STREETSCAPE, BEAUTIFICATION & IMAGE ENHANCEMENT $36,383 $1,912 $38,295 21.9% ADMINISTRATION & OPERATIONS $42,828 $2,251 $45,079 25.8% SUBTOTAL $165,911 $8,729 $174,640 100.0%
B SECURITY $25,395 $1,338 $26,733 24.3%
MARKETING $29,303 $1,542 $30,845 28.0%
STREETSCAPE, BEAUTIFICATION & IMAGE ENHANCEMENT $22,953 $1,206 $24,159 21.9% ADMINISTRATION & OPERATIONS $27,020 $1,423 $28,443 25.8% SUBTOTAL $104,671 $5,509 $110,180 100.0%
A+B SECURITY $65,649 $3,460 $69,109 24.3%
MARKETING $75,749 $3,986 $79,735 28.0%
STREETSCAPE, BEAUTIFICATION & IMAGE ENHANCEMENT $59,336 $3,118 $62,454 21.9% ADMINISTRATION & OPERATIONS $69,848 $3,674 $73,522 25.8% TOTAL YEAR 5 - 2027 $270,582 $14,238 $284,820 100.0%
YR ZONE PROGRAM CATEGORY
SPECIAL
BENEFITS
GENERAL
BENEFITS
TOTAL
BENEFITS
% OF
TOTAL
YR 6 - 2028 A SECURITY $42,669 $2,249 $44,918 24.3%
MARKETING $49,233 $2,591 $51,824 28.0%
STREETSCAPE, BEAUTIFICATION & IMAGE ENHANCEMENT $38,566 $2,027 $40,593 21.9% ADMINISTRATION & OPERATIONS $45,398 $2,386 $47,784 25.8% SUBTOTAL $175,866 $9,253 $185,119 100.0%
B SECURITY $26,919 $1,418 $28,337 24.3%
MARKETING $31,061 $1,635 $32,696 28.0%
STREETSCAPE, BEAUTIFICATION & IMAGE ENHANCEMENT $24,330 $1,278 $25,608 21.9% ADMINISTRATION & OPERATIONS $28,641 $1,508 $30,149 25.8% SUBTOTAL $110,951 $5,839 $116,790 100.0%
A+B SECURITY $69,588 $3,667 $73,255 24.3%
MARKETING $80,294 $4,226 $84,520 28.0%
STREETSCAPE, BEAUTIFICATION & IMAGE ENHANCEMENT $62,896 $3,305 $66,201 21.9% ADMINISTRATION & OPERATIONS $74,039 $3,894 $77,933 25.8% TOTAL YEAR 6 - 2028 $286,817 $15,092 $301,909 100.0%
YR ZONE PROGRAM CATEGORY
SPECIAL
BENEFITS
GENERAL
BENEFITS
TOTAL
BENEFITS
% OF
TOTAL
YR 7 - 2029 A SECURITY $45,229 $2,384 $47,613 24.3%
MARKETING $52,187 $2,746 $54,933 28.0%
STREETSCAPE, BEAUTIFICATION & IMAGE ENHANCEMENT $40,880 $2,149 $43,029 21.9% ADMINISTRATION & OPERATIONS $48,122 $2,529 $50,651 25.8% SUBTOTAL $186,418 $9,808 $196,226 100.0%
B SECURITY $28,534 $1,503 $30,037 24.3%
MARKETING $32,925 $1,733 $34,658 28.0%
STREETSCAPE, BEAUTIFICATION & IMAGE ENHANCEMENT $25,790 $1,355 $27,145 21.9% ADMINISTRATION & OPERATIONS $30,359 $1,598 $31,957 25.8% SUBTOTAL $117,608 $6,189 $123,797 100.0%
A+B SECURITY $73,763 $3,887 $77,650 24.3%
MARKETING $85,112 $4,479 $89,591 28.0%
APPLE VALLEY VILLAGE PBID – ASSESSMENT ENGINEER’S REPORT 11 STREETSCAPE, BEAUTIFICATION & IMAGE ENHANCEMENT $66,670 $3,504 $70,174 21.9% ADMINISTRATION & OPERATIONS $78,481 $4,127 $82,608 25.8% TOTAL YEAR 7 - 2029 $304,026 $15,997 $320,023 100.0%
YR ZONE PROGRAM CATEGORY
SPECIAL
BENEFITS
GENERAL
BENEFITS
TOTAL
BENEFITS
% OF
TOTAL
YR 8 - 2030 A SECURITY $47,943 $2,527 $50,470 24.3%
MARKETING $55,318 $2,911 $58,229 28.0%
STREETSCAPE, BEAUTIFICATION & IMAGE ENHANCEMENT $43,333 $2,278 $45,611 21.9% ADMINISTRATION & OPERATIONS $51,009 $2,681 $53,690 25.8% SUBTOTAL $197,603 $10,397 $208,000 100.0%
B SECURITY $30,246 $1,593 $31,839 24.3%
MARKETING $34,901 $1,837 $36,738 28.0%
STREETSCAPE, BEAUTIFICATION & IMAGE ENHANCEMENT $27,337 $1,436 $28,773 21.9% ADMINISTRATION & OPERATIONS $32,181 $1,694 $33,875 25.8% SUBTOTAL $124,665 $6,560 $131,225 100.0%
A+B SECURITY $78,189 $4,120 $82,309 24.3%
MARKETING $90,219 $4,748 $94,967 28.0%
STREETSCAPE, BEAUTIFICATION & IMAGE ENHANCEMENT $70,670 $3,714 $74,384 21.9% ADMINISTRATION & OPERATIONS $83,190 $4,375 $87,565 25.8% TOTAL YEAR 8 - 2030 $322,268 $16,957 $339,225 100.0%
YR ZONE PROGRAM CATEGORY
SPECIAL
BENEFITS
GENERAL
BENEFITS
TOTAL
BENEFITS
% OF
TOTAL
YR 9 - 2031 A SECURITY $50,820 $2,679 $53,499 24.3%
MARKETING $58,637 $3,086 $61,723 28.0%
STREETSCAPE, BEAUTIFICATION & IMAGE ENHANCEMENT $45,933 $2,415 $48,348 21.9% ADMINISTRATION & OPERATIONS $54,070 $2,842 $56,912 25.8% SUBTOTAL $209,460 $11,022 $220,482 100.0%
B SECURITY $32,061 $1,689 $33,750 24.3%
MARKETING $36,995 $1,947 $38,942 28.0%
STREETSCAPE, BEAUTIFICATION & IMAGE ENHANCEMENT $28,977 $1,522 $30,499 21.9% ADMINISTRATION & OPERATIONS $34,112 $1,796 $35,908 25.8% SUBTOTAL $132,145 $6,954 $139,099 100.0%
A+B SECURITY $82,881 $4,368 $87,249 24.3%
MARKETING $95,632 $5,033 $100,665 28.0%
STREETSCAPE, BEAUTIFICATION & IMAGE ENHANCEMENT $74,910 $3,937 $78,847 21.9% ADMINISTRATION & OPERATIONS $88,182 $4,638 $92,820 25.8% TOTAL YEAR 9 - 2031 $341,605 $17,976 $359,581 100.0%
YR ZONE PROGRAM CATEGORY
SPECIAL
BENEFITS
GENERAL
BENEFITS
TOTAL
BENEFITS
% OF
TOTAL
YR 10 - 2032 A SECURITY $53,869 $2,840 $56,709 24.3%
MARKETING $62,155 $3,271 $65,426 28.0%
STREETSCAPE, BEAUTIFICATION & IMAGE ENHANCEMENT $48,689 $2,560 $51,249 21.9% ADMINISTRATION & OPERATIONS $57,314 $3,013 $60,327 25.8% SUBTOTAL $222,027 $11,684 $233,711 100.0%
APPLE VALLEY VILLAGE PBID – ASSESSMENT ENGINEER’S REPORT 12 B SECURITY $33,985 $1,790 $35,775 24.3%
MARKETING $39,215 $2,064 $41,279 28.0%
STREETSCAPE, BEAUTIFICATION & IMAGE ENHANCEMENT $30,716 $1,613 $32,329 21.9% ADMINISTRATION & OPERATIONS $36,159 $1,904 $38,063 25.8% SUBTOTAL $140,075 $7,371 $147,446 100.0%
A+B SECURITY $87,854 $4,630 $92,484 24.3%
MARKETING $101,370 $5,335 $106,705 28.0%
STREETSCAPE, BEAUTIFICATION & IMAGE ENHANCEMENT $79,405 $4,173 $83,578 21.9% ADMINISTRATION & OPERATIONS $93,473 $4,917 $98,390 25.8% TOTAL YEAR 10 - 2032 $362,102 $19,055 $381,157 100.0%
AVV PBID WORK PLAN
Overview
The Programs and activities to be funded by the AVV PBID include security, marketing, streetscape/ beautification/image enhancement and administration/operations The property uses within the boundaries of the AVV PBID that will receive special benefits from AVV PBID funded programs, services and improvements are a unique mix of retail, restaurant, service, office, non-profit/government, light industrial and some residential. Services, programs and improvements provided and funded by the AVV PBID are primarily designed to provide special benefits as described below to identified assessed parcels within the boundaries of the AVV PBID.
These special benefits are particular and distinct to each and every identified assessed parcel within the AVV PBID and are not provided to non-assessed parcels outside of the AVV PBID. These programs, services and improvements will only be provided to each individual assessed parcel within the AVV PBID boundaries and, in turn, confer proportionate "special benefits” to each assessed parcel.
The very nature of the purpose of the AVV PBID is to fund supplemental programs, services and improvements to assessed parcels within the AVV PBID boundaries above and beyond the base line services provided by the Town of Apple Valley. The Town of Apple Valley does not provide these supplemental programs and services. All benefits derived from the assessments to be levied on assessed parcels within the AVV PBID are for services, programs and improvements directly benefiting each individual assessed parcel within the AVV PBID. No AVV PBID funded services, activities or programs will be provided outside of the AVV PBID boundaries.
The program special benefit cost allocations of the AVV PBID assessment revenues for Year 1 (2023) are shown in the Table on page 16 of this Report. The projected program special benefit cost allocations of the AVV PBID assessment revenues for the 10-year AVV PBID term, assuming a 6% maximum annual assessment rate increase, are shown in the Table on pages 16/17 of this Report.
WORK PLAN DETAILS
The services to be provided by the AVV PBID (i.e. security, marketing, streetscape/ beautification/image enhancement and administration/operations) are all designed to contribute to the cohesive commercial and industrial fabric of Apple Valley Village and to improve the economic success and vitality of each assessed parcel within the AVV PBID. The assessed parcels in the AVV PBID will specially benefit from the AVV
APPLE VALLEY VILLAGE PBID – ASSESSMENT ENGINEER’S REPORT 13 PBID programs in the form of increasing commerce and improving economic success and vitality through meeting the AVV PBID Goals: to improve security, beautification, landscaping, livability and to attract and retain businesses and services, generate more pedestrian and visitor traffic.
Assessed commercial and industrial parcels are conferred proportionate special benefits from all PBID funded programs, services and improvements which are intended to attract more customers, users, visitors, employees, tenants and investors. For these parcels, PBID programs, services and improvements are designed to increase business volumes, sales transactions, commercial/industrial occupancies and rental income. These programs, services and improvements are designed to improve commerce, security and aesthetic appeal for patrons, visitors and employees of these parcels within the AVV PBID by reducing crime, enhancing the physical image and professionally marketing the array of goods and services available within the AVV PBID, all considered necessary in a competitive properly managed business district.
For non-profit/government owned and occupied parcels and facilities within the AVV PBID, it is the opinion of this Assessment Engineer that each of these parcels specially benefit from AVV PBID funded programs and services from safer facilities and an improved physical image for their employees, visitors, vendors and other users of these non-profit/government locations and facilities.
For assessed residential parcels within the AVV PBID (all located on commercial zoned parcels), it is the opinion of this Assessment Engineer that each of these parcels and uses specially benefit, but differently than commercial type parcels, from AVV PBID funded programs and services from security and image enhancement improvements and programs designed to improve the security, image, marketability and livability of these parcels and residential units on them. The proportionate special benefits conferred on all assessed residential parcels and units shall be considered in proportion to those conferred on commercial parcels within the AVV PBID. Assessed parcels with residential uses on them are assessed based on land area and street frontage and not on residential used building areas. For these parcels, PBID programs, services and improvements are designed to increase residential rental occupancies and rental income. These programs, services and improvements are designed to improve security and aesthetic appeal for tenants, visitors and landlords of these parcels within the AVV PBID by reducing crime, improving the physical image of the area and professionally marketing the availability of residential rental units within the AVV PBID and the nearby array of goods, services and activities, all considered necessary in a competitive properly managed contemporary mixed-use business district.
These benefits are particular and distinct to each and every identified and assessed parcel within the AVV PBID and are not provided to non-assessed parcels outside of the PBID. These programs, services and improvements will only be provided to each individual assessed parcel within the PBID boundaries and, in turn, confer proportionate "special benefits” to each assessed parcel.
The following programs, services and improvements are proposed by the AVV PBID to specially benefit each and every individually assessed parcel within the AVV PBID boundaries. AVV PBID services, programs and improvements will not be provided to parcels outside the AVV PBID boundary. Assessment funds generated in each benefit zone shall only be used to provide services which specially benefit individual assessed parcels within that benefit zone.
Security
APPLE VALLEY VILLAGE PBID – ASSESSMENT ENGINEER’S REPORT 14 The Security component includes deploying a periodic dedicated private security patrol or San Bernardino County Sheriff Patrol service via Sheriff vehicles throughout the AVV PBID with varying schedules day/night/weekends checking for/reporting on – crime, graffiti, vandalism and suspicious activities. The patrol also makes pedestrian checks and traffic stops (Sheriff only) within the AVV PBID as well as makes business contacts and assesses business location security. The security service provides regular written and oral reports to the PBID Association and disseminates special security and crime related alerts.
The security services component is designed to specially benefit each identified and assessed parcel and land use within the AVV PBID. This element is designed to establish and keep the Village a safe place to visit, work, transact business, shop and dine. Security services are designed to attract more customers, clients, employees, tenants and investors which potentially would increase business volumes, sales transactions, occupancies and rental income. Security services will be provided only within the AVV PBID boundaries and for the special benefit of identified and assessed parcels and land uses within the AVV PBID.
Marketing
The Marketing component could include but is not limited to: newsletters, website and social media management, development and distribution of promotional materials, seasonal decorations, special events, media advertising and other programs that will promote the array of goods and services available within the AVV PBID.
This component is designed to specially benefit and improve the marketability of assessed parcels within the AVV PBID. This element is designed to attract more customers, clients, visitors, employees, tenants and investors which potentially would increase business volumes, sales transactions, occupancies, rental income and return on investments. Marketing programs will only be provided for identified and assessed parcels located within the PBID boundaries.
Streetscape/ Beautification/Image Enhancement
The Streetscape/Beautification/Image Enhancement category includes specialized maintenance of PBID funded improvements and funding of physical amenities and beautification projects for the special benefit of each identified and assessed parcel within the AVV PBID. Maintenance includes regular upkeep and irrigation for the PBID funded center median island improvements along Highway 18 as well as placement, rotation and upkeep of seasonal pole banners along Highway 18 and placement of business directory signs also located along Highway 18. Types of physical amenities and beautification projects include: seasonal pole banners; business directory signs and landscape replacement along the Highway 18 center median island; a private property aesthetic and rehabilitation grant program (ARGP) and, other streetscape related improvements, as approved by the Apple Valley Village Board of Directors.
The Streetscape/Beautification/Image Enhancement category also may include Special Projects such as phased future capital improvement projects funded from PBID capital reserves which might include but are not limited to: Highway 18 and Outer Highway 18 storm water drainage improvements (culverts, channels, catch basins, street and gutter regrading and realignment); street grading/pavement/repavement; installation of Village theme streetscape elements such as signage, lighting, displays and landscaping; and, other projects as approved by the PBID Association Board of Directors. As was done in the past with the Highway 18 center median island landscaping and beautification project, outside matching private and public grant funds will be sought to maximize the value of PBID assessment dollars.
APPLE VALLEY VILLAGE PBID – ASSESSMENT ENGINEER’S REPORT 15 Because the timing of gaining approval and receipt of such outside funds is a variable, the exact implementation and phasing of Special Projects will vary and be dependent on outside factors.
This component is designed to specially benefit and improve the aesthetic appeal of each identified and assessed parcel within the PBID and attract more customers, clients, visitors, employees, tenants, and investors which potentially would increase business volumes, sales transactions, occupancies and rental income. The Streetscape/Beautification/Image Enhancement component is designed to specially benefit each identified and assessed parcel within the AVV PBID by improving the appearance and amenities in the public realm to benefit assessed parcels in the AVV PBID as an attractive and inviting place to work, visit, transact business, shop and dine. Streetscape Beautification improvements will only be provided for identified and assessed parcels and their businesses and occupants located within the PBID boundaries.
Administration/Operations
Included in the Administration & Operations component are the costs for PBID management, consultants, accounting, legal, bank charges, annual report and Directors and Officers and General Liability insurance and other office and operation expenses. This component also includes County collection fees, allowance for delinquent assessment payments and other variable and unforeseen expenses related to each program element. This program element also includes assessment reserves being held for future capital improvement projects. A portion of PBID assessment funds remaining in the last two years of the proposed PBID renewal term may be used to develop the Management District Plan, Engineer’s Report and related renewal costs for the following renewal term.
This component is key to the proper expenditure of PBID assessment funds and the administration of PBID programs and activities. This component exists only for the purposes of the PBID and will only be provided for matters specially benefitting each individual assessed parcel within the AVV PBID.
In summary, all AVV PBID funded services, programs and improvements described above confer special benefits to identified assessed parcels inside the AVV PBID boundaries and none will be provided outside of the AVV PBID. Each assessed parcel within the AVV PBID will proportionately specially benefit from security, marketing, streetscape/beautification/image enhancement and administration/operations. These services, programs and improvements are intended to improve commerce, employment, rents and occupancy rates of assessed parcels within the AVV PBID by deterring crime, reducing litter, installing physical improvements and professionally marketing goods, services and spaces available within the AVV PBID, all necessary in a competitive properly managed contemporary business district. All AVV PBID funded services programs and improvements are considered supplemental, above normal base level services provided by the Town of Apple Valley and are only provided for the special benefit of each and every assessed parcel within the boundaries of the AVV PBID.
WORK PLAN BUDGET
Each identified assessed parcel within the AVV PBID will be assessed the full amount of the proportionate special benefit conferred upon it based on the level of AVV PBID funded services provided within each benefit zone. The projected AVV PBID program special benefit (assessments) allocation budget for Year 1 (2023) is shown in the following Table:
APPLE VALLEY VILLAGE PBID – ASSESSMENT ENGINEER’S REPORT 16 AVV PBID Year 1 (2023) Special Benefit Assessment Budget by Zone
BENEFIT
ZONE SECURITY MARKETING
STREETSCAPE,
BEAUTIFICATION
& IMAGE
ENHANCEMENT
ADMINISTRATION
& OPERATIONS TOTAL
% 24.3% 28.0% 21.9% 25.8% 100.00%
A $31,884 $36,790 $28,819 $33,924 $131,417
B $20,116 $23,210 $18,181 $21,403 $82,910
TOTAL $52,000 $60,000 $47,000 $55,327 $214,327
In order to carry out the AVV PBID programs outlined in the previous section, a Year 1-2023 assessment budget of $214,327 is projected. Since the AVV PBID is planned for a 10-year term, projected program costs for future years (Years 2-10) are set at the inception of the AVV PBID. While future inflationary and other program cost increases are unknown at this point, a maximum increase of 6% per year, commensurate to special benefits conferred on each assessed parcel, is incorporated into the projected program costs and assessment rates for the 10-year AVV PBID term.
Funding carryovers, if any, may be reapportioned the following year for related programs, services and improvements in accordance with The Management District Plan. Detailed annual budgets will be prepared by the Owners’ Association Board and included in the Annual Report for the Apple Valley Town Council’s review and approval.
It is recognized that market conditions may cause the cost of providing goods and services to fluctuate from year to year during the 10-year term of the proposed renewed AVV PBID. Accordingly, the Owners’ Association shall have the ability to reallocate any budget line item within the budget categories, based on such cost fluctuations subject to the review and approval by the Owners’ Association Board. Such reallocation will be included in the Annual Report for the approval by the Apple Valley Town Council pursuant to the Streets and Highways Code Section 36650. Any accrued interest or delinquent payments may be expended in any budget category in accordance with The Management District Plan.
A 10-year projected AVV PBID special benefit budget is shown in the following Table:
YEAR 1-10 PROJECTED AVV PBID ASSESSMENT BUDGET SUMMARY (Special Benefits) (Assumes 6% max rate increase per year)
YEAR
BENEFIT
ZONE SECURITY MARKETING
STREETSCAPE,
BEAUTIFICATION
& IMAGE
ENHANCEMENT
ADMINISTRATION
& OPERATIONS TOTAL
% 24.3% 28.0% 21.9% 25.8% 100.00%
1 A $31,884 $36,790 $28,819 $33,924 $131,417
2023 B $20,116 $23,210 $18,181 $21,403 $82,910
TOTAL $52,000 $60,000 $47,000 $55,327 $214,327
2 A $33,797 $38,997 $30,548 $35,959 $139,302
2024 B $21,323 $24,603 $19,272 $22,687 $87,885
APPLE VALLEY VILLAGE PBID – ASSESSMENT ENGINEER’S REPORT 17 TOTAL $55,120 $63,600 $49,820 $58,646 $227,187
3 A $35,825 $41,337 $32,381 $38,117 $147,660
2025 B $22,602 $26,079 $20,428 $24,048 $93,158
TOTAL $58,427 $67,416 $52,809 $62,165 $240,818
4 A $37,975 $43,817 $34,324 $40,404 $156,520
2026 B $23,958 $27,644 $21,654 $25,491 $98,747
TOTAL $61,933 $71,461 $55,978 $65,895 $255,267
5 A $40,254 $46,446 $36,383 $42,828 $165,911
2027 B $25,395 $29,303 $22,953 $27,020 $104,672
TOTAL $65,649 $75,749 $59,336 $69,848 $270,583
6 A $42,669 $49,233 $38,566 $45,398 $175,866
2028 B $26,919 $31,061 $24,330 $28,641 $110,952
$69,588 $80,294 $62,896 $74,039 $286,818
7 A $45,229 $52,187 $40,880 $48,122 $186,418
2029 B $28,534 $32,925 $25,790 $30,359 $117,609
$73,763 $85,112 $66,670 $78,481 $304,027
8 A $47,943 $55,318 $43,333 $51,009 $197,603
2030 B $30,246 $34,901 $27,337 $32,181 $124,666
$78,189 $90,219 $70,670 $83,190 $322,269
9 A $50,820 $58,637 $45,933 $54,070 $209,459
2031 B $32,061 $36,995 $28,977 $34,112 $132,146
$82,881 $95,632 $74,910 $88,182 $341,605
10 A $53,869 $62,155 $48,689 $57,314 $222,027
2032 B $33,985 $39,215 $30,716 $36,159 $140,075
$87,854 $101,370 $79,405 $93,473 $362,102
The AVV PBID assessments may increase for each individual parcel each year during the 10-year effective operating period, but not to exceed 6% per year, commensurate to special benefits received by each assessed parcel, and must be approved by the Owners’ Association Board of Directors, included in the Annual Report and adopted by the Apple Valley Town Council. Any accrued interest and delinquent payments will be expended within the budgeted categories. The Owners’ Association Board of the Directors (“Property Owners’ Association of the AVV PBID) shall determine the percentage increase, if any, to the annual assessment, not to exceed 6% per year. The Owners’ Association Executive Director shall communicate the annual increase to the City each year in which the AVV PBID operates at a time determined in the Administration Contract held between the Owners’ Association and the Town of Apple Valley. No bonds are to be issued in conjunction with the proposed renewed AVV PBID.
Pursuant to Section 36671 of the Streets and Highways Code, any funds remaining after the 10th year of operation will be rolled over into the renewal budget or returned to stakeholders in accordance with State
APPLE VALLEY VILLAGE PBID – ASSESSMENT ENGINEER’S REPORT 18 Law. AVV PBID assessment funds may be used to pay for costs related to the following AVV PBID renewal term. If the AVV PBID is not renewed or terminated for any reason, unencumbered/unexpended funds will be returned to the property owners in accordance with State Law.
PBID assessment revenue for Year 1 (2023) is projected to be $214,327. Additional Year 1 revenues from grants, sponsorships, event proceeds etc. are estimated to be a minimum of $20,000. These non-assessment revenues shall be used to offset the computed general benefit cost of $11,280.
Finding 3. From Section 4(a): “(Determine) the proportionate special benefit derived by each parcel in relationship to the entirety of the..........cost of public improvement(s) or the maintenance and operation expenses...........or the cost of the property related service being provided.
Each identified assessed parcel within the AVV PBID will be assessed based on property characteristics unique only to that parcel. Based on the specific needs and corresponding nature of the program activities to be funded by the proposed renewed AVV PBID (i.e. security, marketing, streetscape/beautification/image enhancement and administration/operations), it is the opinion of this Assessment Engineer that the assessment factors on which to base assessment rates relate directly to the proportionate amount of building area, land area and street frontage of each parcel within two benefit zones, except as noted herein.
The calculated assessment rates are applied to the actual measured parameters of each parcel and thereby are proportional to each and every other identified assessed parcel within the AVV PBID as a whole and the Benefit Zone in which it is located. Larger parcels and those with larger buildings and/or street frontages and/or ones located in Zone A are projected to impact the demand for services and programs to a greater extent than smaller parcels or smaller buildings and/or street frontages and/or located in Zone B and thus, are assigned a greater proportionate degree of assessment program and service costs. The proportionality is further achieved by setting targeted formula component weights for the respective parcel by parcel identified property attributes.
The proportionate special benefit cost for each parcel has been calculated based on proportionate formula components and is listed as an attachment to the Management District Plan and this Report. The individual percentages (i.e. proportionate relationship to the total special benefit related program and activity costs) is computed by dividing the individual parcel assessment by the total special benefit program related costs.
Finding 4. From Section 4(a): “No assessment shall be imposed on any parcel which exceeds the reasonable cost of the proportional special benefit conferred on that parcel.” Not only are the proposed program costs reasonable due to the benefit of group purchasing and contracting which would be possible through the proposed renewed AVV PBID, they are also considerably less than other options considered by the AVV PBID Renewal Advisory Committee. The actual assessment rates for each parcel within the AVV PBID directly relate to the level of service and, in turn, special benefit to be conferred on each parcel based on the respective building area, land area and street frontage of each parcel within two benefit zones, except as noted herein.
APPLE VALLEY VILLAGE PBID – ASSESSMENT ENGINEER’S REPORT 19 Finding 5. From Section 4(a): “Parcels........that are owned or used by any (public) agency shall not be exempt from assessment..........”
The State Constitution - Article 13D (Proposition 218) states that government owned properties are not exempt from benefit assessments, unless there is clear and convincing evidence showing that they receive no special benefit from the programs and services to be funded by the proposed benefit assessments. In the opinion of this Assessment Engineer, there is no clear and convincing evidence that publicly owned parcels, except as delineated below, do not proportionately specially benefit from PBID funded programs, services and improvements. Thus, 16 parcels owned by the Town of Apple Valley, the Apple Valley Fire District, the Mojave Water Agency and the San Bernardino County School Board will be assessed at the applicable assessment rates similar to privately owned parcels within the PBID. Please note that there is also one Town owned parcel that is zoned residential that will not be assessed under its current zoning designation.
Relative to the US Post Office on federal owned land on Highway 18, the US Attorney General has opined that all federal properties are exempt from local taxes and assessments pursuant to the Supremacy Clause of the US Constitution. Thus, this parcel will not be assessed nor will PBID funded services be provided for the special benefit of this parcel.
Relative to the Frontier/Verizon owned public utility parcel and facility on Navajo Road, this parcel contains a building which houses public utility based electronic telephonic switching equipment, similar in function to utility transmission and conveyance infrastructure located along, over and beneath public rights of ways and utility easements and, thus, will not be assessed nor will PBID funded services be provided for the special benefit of this parcel.
Finding 6. From Section 4(b): “All assessments must be supported by a detailed engineer’s report prepared by a registered professional engineer certified by the State of California”.
This report serves as the “detailed engineer’s report” to support the benefit property assessments proposed to be levied within the proposed renewed AVV PBID.
Finding 7. From Section 4(c): “The amount of the proposed assessment for each parcel shall be calculated (along with) the total amount thereof chargeable to the entire district, the duration of such payments, the reason for such assessment and the basis upon which the amount of the proposed assessment was calculated.”
The individual and total parcel assessments attributable to special property benefits are shown in Appendix 1 to the Management District Plan and this Report. The proposed renewed AVV PBID and resultant assessment levies will continue for 10-years and may be renewed again at that time. The reasons for the proposed assessments are outlined in Finding 2 above as well as in the Management District Plan. The calculation basis of the proposed assessment is attributed to building area, land area and street frontage, except as noted herein, of each AVV PBID assessed parcel within two benefit zones.
APPLE VALLEY VILLAGE PBID – ASSESSMENT ENGINEER’S REPORT 20 Assessment Formula Methodology
Step 1. Select “Basic Benefit Unit(s)”
Background - Assessment Formula Development
The method used to determine special benefits derived by each identified assessed property within a PBID begins with the selection of a suitable and tangible basic benefit unit. For property related services, such as those proposed in the AVV PBID, the benefit unit may be measured in linear feet of street frontage or parcel size in square feet or building size in square feet or any combination of these factors. Factor quantities for each parcel are then measured or otherwise ascertained. From these figures, the amount of benefit units to be assigned to each property can be calculated. Special circumstances such as unique geography, land uses, development constraints etc. are carefully reviewed relative to specific programs and improvements to be funded by the PBID in order to determine any levels of different benefit that may apply on a parcel-by-parcel or categorical basis.
Based on the factors described above such as geography and nature of programs and activities proposed, an assessment formula is developed which is derived from a singular or composite basic benefit unit factor or factors. Within the assessment formula, different factors may be assigned different “weights” or percentage of values based on their relationship to programs/services to be funded.
Next, all program and activity costs, including incidental costs, administration and ancillary program costs, are estimated. It is noted, as stipulated in Article XIIID Section 4(b) of the California Constitution, and now required of all property-based assessment districts, indirect or general benefit related costs may not be incorporated into the assessment formula and levied on the district properties; only direct or “special” benefits related costs may be used. Indirect or general benefits, if any, must be identified and, if quantifiable, calculated and factored out of the assessment cost basis to produce a “net” cost figure. In addition, Article XIIID Section 4(b) of the California Constitution also no longer automatically exempts publicly owned property from being assessed unless the respective public agency can provide clear and convincing evidence that their property does not specially benefit from the programs and services to be funded by the proposed special assessments. If special benefit is determined to be conferred upon such properties, they must be assessed in proportion to special benefits conferred in a manner similar to privately owned property assessments. (See page 19 of this Report for discussion regarding publicly owned parcels within the AVV PBID).
From the estimated net program costs, the value of a basic benefit unit or “basic net unit cost” can be computed by dividing the total amount of estimated net program costs by the total number of benefit units.
The amount of assessment for each parcel can be computed at this time by multiplying the Net Unit Cost times the number of Basic Benefit Units per parcel. This is known as “spreading the assessment” or the “assessment spread” in that all costs are allocated proportionally or “spread” amongst all benefitting properties within the PBID.
The method and basis of spreading program costs varies from one PBID to another based on local geographic conditions, types of programs and activities proposed, and size and development complexity of the district. PBIDs may require secondary benefit zones to be identified to allow for a tiered assessment formula for variable or “stepped-down” benefits derived.
APPLE VALLEY VILLAGE PBID – ASSESSMENT ENGINEER’S REPORT 21 AVV PBID Assessment Formula
Based on the specific needs and corresponding nature of the program activities to be funded by the proposed renewed AVV PBID (i.e. security, marketing, streetscape/beautification/image enhancement and administration/operations) it is the opinion of this Assessment Engineer that the assessment factors on which to base assessment rates relate directly to the proportionate amount of building area, land area and street frontage of each parcel within two benefit zones, except as noted herein.
The “Basic Benefit Units” will be expressed as a combined function of gross building square footage (Benefit Unit “1”), land square footage (Benefit Unit “2”) and street frontage (Benefit Unit “3” for Highway 18 frontage and “Benefit Unit “4” for all other street frontages). Based on the shape of the proposed AVV PBID, as well as the nature of the District program elements, it is determined that all identified properties will gain a direct and proportionate degree of special benefit based on the respective amount of building area, land area and street frontage within two benefit zones. Zone B assessment rates shall be set at 40% of Zone A rates based on this Assessment Engineer’s projection of conferred special benefits on parcels within each benefit zone.
For the array of land uses within the PBID, the interactive application of building and land areas and street frontage quantities are a common method of fairly and equitably spreading special benefit costs to these beneficiaries of PBID funded services, programs and improvements. Each of these factors directly relates to the degree of proportionate special benefit conferred on each assessed parcel from PBID funded activities. There are no parcels zoned solely residential or agricultural that are assessed within the AVV PBID.
Building area is a direct measure of the static utilization of each parcel and its corresponding impact or draw on PBID funded activities. In the opinion of this Assessment Engineer, the targeted weight of this factor, building area, should generate approximately 55% of the total PBID revenue (55.488169% when adjusted for current precise building area measurements and program costs and service levels).
Land area is a direct measure of the current and future development capacity of each parcel and its corresponding impact or draw on PBID funded activities. In the opinion of this Assessment Engineer, the targeted weight of this factor, land area, should generate approximately 20% of the total PBID revenue (17.239506% when adjusted for precise parcel measurements and program costs and service levels).
Street Frontage is a direct measure of the current and future development capacity of each parcel and its corresponding impact or draw on PBID funded activities. Street frontage includes all public street frontages of a parcel. In the opinion of this Assessment Engineer, the targeted weight of this factor, street frontage, should generate approximately 30% of the total PBID revenue (27.272325% when adjusted for precise parcel measurements and program costs and service levels).
Special Assessment Circumstances
1. Residential Uses
There are a few parcels within the AVV PBID (including mobile home parks) that have legal nonconforming residential uses on them. State Law exempts parcels zoned “solely” residential or agricultural from being assessed. While there are 4 parcels zoned solely residential within the proposed boundary expansions, none of these 4 parcels will be assessed unless their zoning is changed in the future to assessable zoning status. It is the opinion of this Assessment Engineer that any parcel with legal residential
APPLE VALLEY VILLAGE PBID – ASSESSMENT ENGINEER’S REPORT 22 uses on commercially zoned land, shall not be assessed for the residential building portions of the parcel since these building areas do not specially benefit from PBID funded marketing programs. Such parcels do proportionately specially benefit from other PBID funded programs, services and improvements such as security, capital improvements and beautification projects and shall be assessed for non-residential building areas on these parcels as well as land area and street frontage at the benefit Zone rates in which they are located.
2. Commercial/Industrial Condos
a. Building area assessed at full building area rate
b. Land area assessed at full land area fee rate but pro-rated for each unit based on ratio of unit building area to total building area
c. Frontage assessed at full frontage rate but pro-rated for each unit based on ratio of unit building area to total building area
3. Mixed-Use Properties
Mixed –Use Rental - Ground Floor Commercial and Upper Floor Residential a. Building area assessed at full rate for commercial area and exempt for residential area b. Land area assessed at full land area rate
c. Frontage assessed at full frontage rate
Mixed-Use Commercial Condos and Residential Condos
a. Building area assessed at full rate for commercial area and exempt for residential building area b. Land area assessed at full land area rate (assessed on ground floor owners) c. Frontage assessed at full frontage rate (assessed on ground floor owners) Other Special Criteria
4. Properties zoned solely for residential or agricultural use shall not be assessed.
5. Street frontage along Highway 18 shall be assessed at the full, 100% Street Frontage A rate. All other street frontages shall be assessed at 40% of the full rate - Street Frontage B rate.
Future Development
Other than future maximum rates and the assessment methodology delineated in this Report, per State Law (Government Code Section 53750), future assessments may change for any given parcel if such a change is attributable to events other than an increased rate or revised methodology, such as a change in the density, intensity, or nature of the use of land or a subdivision, lot split, reversion to acreage etc. Any change in assessment formula methodology or assessment rates higher than as stipulated in this Report would require a new ballot procedure (Section 4(b) of Article XIIID of the California Constitution - Proposition 218) in order to approve any such changes.
.
APPLE VALLEY VILLAGE PBID – ASSESSMENT ENGINEER’S REPORT 23 Step 2. Quantify Total Basic Benefit Units
Considering all identified specially benefiting parcels within the AVV PBID and their respective assessable benefit units, the cumulative quantities by factor and zone are shown in the following Table:
Year 1 – 2023 - Assessable Benefit Units
BENEFIT
ZONE
BLDG AREA
(SQ FT)
LAND AREA
(SQ FT)
STREET
FRONTAGE
A (LN FT)
STREET
FRONTAGE
B (LN FT)
# OF
PARCELS
# OF
ASSESSABLE
PARCELS
A 562,178 6,753,520 16,561 8,277 106 100
B 841,830 8,918,441 0 38,683 191 191
TOTAL 1,404,008 15,671,961 16,561 46,960 297 291
Step 3. Calculate Benefit Units for Each Property.
The number of Benefit Units for each identified benefiting parcel within the proposed renewed AVV PBID was computed from data extracted from County Assessor records and maps. These data sources delineate current land uses, property areas and dimensions of record for each tax parcel. While it is understood that this data does not represent legal field survey measurements or detailed title search of recorded land subdivision maps or building records, it does provide an acceptable basis for the purpose of calculating property-based assessments. All respective property data being used for assessment computations will be provided to each property owner in the AVV PBID for their review. If a property owner believes there is an error on a parcel’s assessed footages, the AVV PBID may confirm the data with the San Bernardino County Assessor’s office. If AVV PBID data matches Assessor’s data, the property owner may opt to work with the Assessor’s office to correct the data so that the AVV PBID assessment may be corrected.
Step 4. Determine Assessment Formula
In the opinion of this Engineer, the assessment formula for the proposed AVV PBID is as follows:
Assessment = Building Area (Unit A) Sq Ft x Unit A Rate, plus Land Area (Unit B) Sq Ft x Unit B Rate, plus
Street Frontage (Unit C) Lin Ft x Unit C Rate
Assessment Formula Unit Rates
Based on figures from the Assessable Benefit Units Table above, the assessment rates for each factor and zone are shown as calculated below:
Zone A
Building Area Rate (Unit 1-A)
($214,327 x 34.702283%) / 562,178 assessable building units = $0.1323/sq ft building area
APPLE VALLEY VILLAGE PBID – ASSESSMENT ENGINEER’S REPORT 24 Land Area Rate (Unit 2-A)
($214,327 x 11.280739%) / 6,753,520 assessable land units = $0.00358/sq ft land area Street Frontage Rate A (Unit 3)
($214,327 x 12.778524%) / 16,561 assessable frontage units = $1.65375/LF street frontage Zone B
Building Area Rate (Unit 1-B)
($214,327 x 20.785886%) / 841,830 assessable building units = $0.05292/sq ft building area Land Area Rate (Unit 2-B)
($214,327 x 5.958767%) / 8,918,441 assessable land units = $0.001432/sq ft land area Street Frontage Rate B (Unit 4)
($214,327 x 14.493801%) / 46,960 assessable frontage units = $0.6615/LF street frontage YEAR 1 –2023 Assessment Rates
BENEFIT
ZONE
BLDG AREA
ASSMT RATE
($/SQ FT)
LAND AREA
ASSMT RATE
($/SQ FT)
STREET
FRONTAGE A
ASSMT RATE
($/LN FT)
STREET
FRONTAGE B
ASSMT RATE
($/LN FT)
A $0.132300 $0.003580 $1.653750 $0.661500
B $0.052920 $0.001432 $0.000000 $0.661500
SAMPLE CALCULATIONS:
Zone A - 18,000 sq ft parcel with a 10,119 sq ft building and 80 ft of Hwy 18 street frontage = 18,000 SF land x $0.00358/SF + 10,119 SF bldg x $0.1323/SF + 80 LF frontage x $1.65375/LF = $64.44 + $1,338.74 + $132.30 = $1,535.48 per year
= $ 127.96 per month
= $ 4.26 per day
= 1.26 cents per SF bldg per month
APPLE VALLEY VILLAGE PBID – ASSESSMENT ENGINEER’S REPORT 25 Same example as above but in Zone B
= 18,000 SF land x $0.001432/SF + 10,119 SF bldg x $0.05292/SF + 80 LF frontage x $0.6615/LF = $25.78 + $535.50 + $52.92 = $614.20 per year
= $ 51.18 per month
= $ 1.71 per day
= 1/2 cent per sq ft bldg per month
The complete Year 1 – 2023 assessment roll of all parcels to be assessed by the AVV PBID is included in this Report as Appendix I.
Step 5. Estimate Total District Costs
The total projected 10-year special benefit costs for 2023 – 2032 of the AVV PBID are shown in the Table on pages 16/17 of this Report assuming a maximum 6% increase per year.
Step 6. Separate General Benefits from Special Benefits and Related Costs (Article XIIID Section 4(b) of the California Constitution – Proposition 218)
Total Year 1 special and districtwide general benefit related costs are estimated at $225,607. Districtwide general benefits are factored at 5% of the total benefit value (see Finding 2 of this Report) with special benefits set at 95%. Article XIIID Section 4(b) of the California Constitution limits the levy of property assessments to costs attributed to special benefits only. The 5% general benefit value is computed to be $11,280 with a resultant 95% special benefit limit computed at $214,327. Based on current property data and land uses, this is the maximum amount of Year 1 (2023) revenue that can be derived from property assessments from the subject District.
All program costs associated with general benefits will be derived from sources other than AVV PBID assessments.
Step 7. Calculate “Basic Unit Cost”
With a YR 1 - 2023 assessment revenue portion of the budget set at $214,327 (special benefit only), the Basic Unit Costs (rates) are shown earlier in Step 4. Since the AVV PBID is proposed to be renewed for a 10-year term, maximum assessments for future years (2023-2032) must be set at the inception of the proposed renewed AVV PBID. An annual inflationary assessment rate increase of up to 6%, commensurate to special benefits received by each assessed parcel, may be imposed for future year assessments, on approval by the AVV PBID Property Owner’s Association. The maximum assessment rates for the 10- year proposed renewed AVV PBID term of 2023-2032 are shown in the Table below. The assessment rates listed constitute the maximum assessment rates that may be imposed for each year of the proposed renewed AVV PBID term (2023-2032).
APPLE VALLEY VILLAGE PBID – ASSESSMENT ENGINEER’S REPORT 26 AVV PBID – 10-year Maximum Assessment Rates
(Includes a 6%/Yr. Max Increase)
BENEFIT
ZONE
BLDG AREA
ASSMT
RATE ($/SQ
FT)
LAND AREA
ASSMT RATE
($/SQ FT)
STREET
FRONTAGE A
ASSMT RATE
($/LN FT)
STREET
FRONTAGE B
ASSMT RATE
($/LN FT)
YEAR 1
A $0.132300 $0.003580 $1.653750 $0.661500
B $0.052920 $0.001432 $0.000000 $0.661500
YEAR 2
A $0.140238 $0.003795 $1.752975 $0.701190
B $0.056095 $0.001518 $0.000000 $0.701190
YEAR 3
A $0.148652 $0.004023 $1.858154 $0.743261
B $0.059461 $0.001609 $0.000000 $0.743261
YEAR 4
A $0.157571 $0.004264 $1.969643 $0.787857
B $0.063029 $0.001706 $0.000000 $0.787857
YEAR 5
A $0.167025 $0.004520 $2.087822 $0.835128
B $0.066811 $0.001808 $0.000000 $0.835128
YEAR 6
A $0.177047 $0.004791 $2.213091 $0.885236
B $0.070820 $0.001916 $0.000000 $0.885236
YEAR 7
A $0.187670 $0.005078 $2.345876 $0.938350
B $0.075069 $0.002031 $0.000000 $0.938350
YEAR 8
A $0.198930 $0.005383 $2.486629 $0.994651
B $0.079573 $0.002153 $0.000000 $0.994651
YEAR 9
A $0.210866 $0.005706 $2.635827 $1.054330
B $0.084347 $0.002282 $0.000000 $1.054330
YEAR 10
A $0.223518 $0.006048 $2.793977 $1.117590
B $0.089408 $0.002419 $0.000000 $1.117590
APPLE VALLEY VILLAGE PBID – ASSESSMENT ENGINEER’S REPORT 27 Step 8. Spread the Assessments
The resultant assessment spread calculation results for each parcel within the AVV PBID are shown in the Management District and this Report and were determined by applying the AVV PBID assessment formula to each identified benefiting property.
Miscellaneous AVV PBID Provisions
Time and Manner of Collecting Assessments:
Assessments shall be collected at the same time and in the same manner as ad valorum taxes paid to the San Bernardino County (Operation Years 2023-2032). The AVV PBID assessments shall appear as a separate line item on the property tax bills issued by the San Bernardino County Assessor. The Town of Apple Valley is authorized to collect any assessments not placed on the County tax rolls, or to place assessments, unpaid delinquent assessments, or penalties on the County tax rolls as appropriate to implement the Management District Plan.
Bonds:
No bonds are to be issued in conjunction with this proposed renewed AVV PBID.
Duration
As allowed by State PBID Law, the AVV PBID will have a ten (10) year operational term from January 1, 2023 to December 31, 2032. The proposed renewed AVV PBID operation is expected to begin services on January 1, 2023. If the AVV PBID is not renewed again at the end of the proposed 10-year renewal term, services will end on December 31, 2032.
APPLE VALLEY VILLAGE PBID – ASSESSMENT ENGINEER’S REPORT 28 APPENDIX 1
AVV PBID
YR 1 – 2023
ASSESSMENT ROLL
29 APN
2022-23 YR
1 ASSMT
0439022660000 $14,934.32
3087301410000 $1,444.69
3087301420000 $93.29
3087301430000 $662.95
3087301440000 $452.34
3087301450000 $12,525.68
3087301460000 $1,769.04
3087301520000 $1,757.13
3087341010000 $541.84
3087341020000 $416.16
3087341030000 $1,535.48
3087341040000 $909.87
3087341050000 $429.50
3087341060000 $8.95
3087341070000 $17.90
3087341080000 $0.00
3087341090000 $175.91
3087341100000 $1,028.86
3087341110000 $698.49
3087341170000 $28.64
3087341190000 $560.94
3087341200000 $1,470.71
3087341210000 $613.95
3087341220000 $646.06
3087341230000 $217.18
3087341240000 $300.77
3087341250000 $1,088.33
3087341260000 $0.00
3087341270000 $0.00
3087341280000 $0.00
3087341290000 $0.00
3087341300000 $1,904.37
3087341310000 $1,600.05
3087341320000 $584.02
3087341390000 $580.71
3087341400000 $229.78
3087341410000 $607.67
3087341430000 $1,922.57
3087341440000 $870.48
3087342010000 $667.44
3087342020000 $784.87
3087342030000 $580.55
3087342060000 $737.46
3087342070000 $1,010.16
3087342080000 $1,212.21
3087342110000 $3,552.36
3087342120000 $150.35
3087342130000 $8.59
3087342140000 $47.26
3087342150000 $20.76
3087342160000 $2.86
3087342170000 $47.26
3087342180000 $55.46
3087342190000 $58.33
3087342200000 $16.67
3087342210000 $755.36
3087342220000 $448.11
3087342230000 $5.44
3087342240000 $455.79
3087342250000 $1,266.21
3087342260000 $419.48
3087342270000 $922.17
3087342280000 $617.76
3087342290000 $763.67
3087342300000 $369.41
3087342310000 $282.40
3087342320000 $304.44
3087342330000 $514.67
3087342340000 $10,819.15
3087342350000 $361.50
3087342360000 $372.83
3087342370000 $996.19
3087342380000 $889.33
3087342390000 $788.28
3087342400000 $922.72
3087342410000 $282.01
3087342420000 $1,095.13
3087342430000 $1,921.47
3087342440000 $549.16
3087342450000 $690.55
3087342460000 $580.38
3087342470000 $1,218.33
3087351010000 $381.10
3087351020000 $130.00
3087351030000 $255.74
3087351040000 $255.74
3087351050000 $516.46
3087351070000 $512.10
3087351110000 $510.85
3087351130000 $155.31
3087351150000 $177.76
3087351160000 $177.76
3087351240000 $272.78
3087351250000 $1,542.76
3087351260000 $4,790.47
3087351300000 $494.08
3087351310000 $836.76
3087351320000 $109.11
3087351330000 $638.31
3087351340000 $649.22
3087351350000 $120.02
3087351360000 $304.98
3087351370000 $150.22
3087351380000 $109.11
3087351390000 $109.11
3087351400000 $118.45
3087351410000 $118.45
3087351420000 $721.73
3087351430000 $753.49
3087351440000 $753.49
3087351450000 $810.00
3087351460000 $634.23
3087351470000 $1,158.16
3087351480000 $105.83
3087351490000 $105.83
3087351500000 $296.35
3087351520000 $919.66
3087381010000 $0.00
3087381020000 $761.81
3087381030000 $436.14
3087381040000 $1,866.58
3087381060000 $514.98
3087381070000 $150.45
3087381080000 $86.25
3087381090000 $86.25
3087381100000 $247.04
3087381110000 $848.48
3087381120000 $414.49
3087381150000 $765.50
3087381160000 $320.96
3087381170000 $416.83
3087381180000 $444.87
3087381190000 $648.07
3087381200000 $38.65
3087381210000 $622.78
3087381220000 $291.69
3087381230000 $390.89
3087381250000 $257.66
3087382010000 $1,287.49
3087382020000 $2,151.94
3087382030000 $610.62
3087382040000 $811.41
3087382050000 $1,076.96
3087382060000 $149.70
3087382070000 $149.70
3087382080000 $2,717.85
3087382090000 $539.83
3087382100000 $868.84
3087382110000 $145.93
3087382120000 $819.42
3087382130000 $177.73
3087382140000 $619.33
3087382150000 $1,570.51
3087382160000 $175.05
3087382170000 $177.73
3087382180000 $175.36
3087382190000 $493.01
3087382200000 $105.70
3087382210000 $105.70
3087382220000 $105.69
APPLE VALLEY VILLAGE PBID – ASSESSMENT ENGINEER’S REPORT 30 3087382230000 $105.70
3087382240000 $105.69
3087382250000 $105.70
3087382260000 $105.70
3087382270000 $105.70
3087382280000 $993.82
3087382290000 $307.27
3087382300000 $105.84
3087382310000 $628.16
3087382320000 $628.16
3087382330000 $603.66
3087382340000 $105.84
3087382350000 $105.84
3087382360000 $105.84
3087382370000 $171.99
3087382380000 $109.11
3087391010000 $2,336.01
3087391020000 $42.47
3087391030000 $809.46
3087391040000 $1,311.86
3087391050000 $1,142.07
3087391060000 $280.78
3087391090000 $406.44
3087391100000 $823.53
3087391110000 $849.99
3087391120000 $307.56
3087391130000 $379.00
3087391140000 $109.11
3087391150000 $109.11
3087391160000 $638.31
3087391170000 $307.56
3087391180000 $395.31
3087391190000 $395.39
3087391200000 $564.74
3087391210000 $808.91
3087391220000 $1,055.37
3087391230000 $119.86
3087391240000 $120.02
3087391250000 $120.02
3087391260000 $120.02
3087391270000 $120.02
3087391280000 $120.02
3087391290000 $240.04
3087391300000 $2,814.91
3087392050000 $543.37
3087392060000 $1,240.11
3087392070000 $120.02
3087392080000 $307.56
3087392090000 $109.11
3087392120000 $289.05
3087392130000 $105.82
3087392140000 $570.93
3087392150000 $120.02
3087392160000 $120.02
3087392190000 $736.54
3087392200000 $105.82
3087392210000 $105.82
3087392220000 $289.05
3087392230000 $120.02
3087392240000 $120.02
3087392250000 $120.02
3087392260000 $120.02
3087392270000 $628.48
3087392280000 $964.10
3087392290000 $684.57
3087392300000 $120.02
3087392310000 $120.02
3087392320000 $120.02
3087392330000 $120.02
3087392340000 $120.02
3087392350000 $354.23
3087392360000 $117.42
3087392370000 $117.42
3087392380000 $1,343.10
3087392390000 $1,319.65
3087811020000 $65.95
3087811030000 $65.95
3087811040000 $65.95
3087811050000 $77.13
3087811060000 $77.13
3087811070000 $77.13
3087811080000 $104.51
3087811090000 $104.51
3087811100000 $104.51
3087811110000 $104.51
3087811120000 $104.51
3087811130000 $104.51
3087811140000 $104.51
3087811150000 $104.51
3087811160000 $104.51
3087811170000 $104.51
3087811180000 $104.51
3087811190000 $104.51
3087811200000 $104.51
3087811210000 $104.51
3112563110000 $3,380.36
3112563120000 $204.58
3112563130000 $204.58
3112563140000 $644.61
3112563150000 $627.94
3112563160000 $698.02
3112563170000 $466.93
3112563180000 $204.58
3112563190000 $575.02
3112563200000 $204.58
3112563210000 $204.58
3112563220000 $883.28
3112563230000 $667.63
3112563240000 $335.06
3112651230000 $3,601.97
3112651240000 $4,262.17
3112651250000 $336.37
3112651260000 $514.13
3112653010000 $666.95
3112653020000 $561.79
3112653030000 $786.70
3112653040000 $404.35
3112653050000 $1,023.25
3112653060000 $567.35
3112653070000 $552.27
3112653080000 $469.18
3112653090000 $773.21
3112653100000 $1,467.38
3112653110000 $204.58
3112653120000 $2,171.40
3112731070000 $3,916.69
3112731080000 $973.76
3112731120000 $408.73
3112731130000 $408.73
3112731160000 $124.71
3112731170000 $166.27
3112731180000 $2,228.00
3112731190000 $610.45
3112731210000 $1,044.90
3112731230000 $5,430.05
3112731240000 $1,471.78
3112731250000 $836.90
$214,326.84
31 APPENDIX 2
AVV PBID
BOUNDARY MAP
APPLE VALLEY VILLAGE PBID – ASSESSMENT ENGINEER’S REPORT 32 INSERT NEW MAP
1 APPLE VALLEY VILLAGE
PROPERTY & BUSINESS IMPROVEMENT DISTRICT
RENEWAL
MANAGEMENT DISTRICT PLAN
Formed in 2007 - Renewed in 2012 and 2017 - Being Renewed for 10 Years Pursuant to California Streets and Highways Code Section 36600 et seq. - Property Business Improvement District Act of 1994, as amended
August 6, 2021
v 2.1
APPLE VALLEY VILLAGE PBID – MANAGEMENT DISTRICT PLAN
MANAGEMENT DISTRICT PLAN
Table of Contents
I. Management District Plan Summary – page 1
II. Boundaries – page 3
III. Proposed 10 Year Work Plan and Budget – page 5
IV. Proposed Assessment Formula – page 12
V. Publicly Owned Parcels – page 17
VI. Governance – page 17
VII. Proposed Rules and Regulation – page 18
VIII. Other Items – page 18
IX. Plan Author – page 18
X. Implementation Timetable – page 18
Appendix 1: Year 1 – 2022/23 AVV PBID Assessment Roll
Appendix 2: Map of AVV PBID
Attachment 1: Certified Assessment Engineer’s Report
APPLE VALLEY VILLAGE PBID – MANAGEMENT DISTRICT PLAN
1 MANAGEMENT DISTRICT PLAN SUMMARY
The Apple Valley Village PBID (AVV PBID) is a property-based Business Improvement District that was established by a consortium of business and property owners within the Apple Valley Village business area for a 5 year term in 2007, renewed in 2012 and 2017 for 5 year terms and is now being renewed again for a 10 year period. The purpose of this district is to continue to provide and manage supplemental services and improvements for this important business center, including supplemental security services, marketing and promotions, streetscape/beautification/image enhancement, other business related special projects and programs and District administration/operations. The renewed AVV PBID will enable the District property owners, working as a unit, to continue to fund needed property and business related improvement programs and projects above what can be provided by the Town of Apple Valley on a regular basis. PBIDs such as the one being renewed have been successfully set up and renewed in over 200 business districts throughout California.
Name: The name of the PBID is the Apple Valley Village Property & Business Improvement District (AVV PBID).
Location: Centered along Highway 18 approximately from Navajo to Central between Highway 18 and Ottawa.
Zones: There are two benefit zones within the renewed PBID - Zone A includes all parcels with Hwy 18, Yucca Loma, Navajo and Central n/o Hwy 18 frontages. Zone B includes all other parcels in District. Zone A has higher levels of PBID activity, visibility and vehicle traffic and, thus, receives higher levels of special benefit than Zone B and has higher associated program costs and corresponding assessment rates.
Services: Supplemental security, marketing and promotions, streetscape beautification improvements/image enhancements, other special projects/programs and District management/operations in order to maintain a safe, competitive and high-quality business environment.
Finance: Benefit assessment of 297 parcels. No bonds shall be issued to fund PDA PBID programs.
Budget: PBID assessment revenue for Year 1 (2023) is projected to be $214,327. Additional Year 1 revenues from grants, sponsorships, event proceeds etc. are estimated to be a minimum of $20,000. It is noted that the Assessment Engineer has determined that districtwide general benefits equate to 5% of the total adjusted PBID program costs of $225,607 or $11,280.
General benefit costs shall be derived from non-assessment revenue sources such as grants, program income, credits, interest and other sources.
APPLE VALLEY VILLAGE PBID – MANAGEMENT DISTRICT PLAN
2 Year 1 – 2023 PROPOSED BUDGET SUMMARY
BENEFIT
ZONE SECURITY MARKETING
STREETSCAPE,
BEAUTIFICATION &
IMAGE
ENHANCEMENT
ADMINISTRATION
& OPERATIONS TOTAL
% 21.3035% 24.5810% 31.1359% 22.9795% 100%
A $30,914 $35,671 $45,183 $33,347 $145,114
B $21,086 $24,329 $30,817 $22,744 $98,977
TOTAL $52,000 $60,000 $76,000 $56,091 $244,091
Benefits: “General Benefit” is defined as: “A benefit to properties in the area and in the surrounding community or benefit to the public in general resulting from the improvement, activity, or service to be provided by the assessment levied”. “Special Benefit” means a distinct benefit over and above general benefits conferred on real property located in the PBID.
Formula: Building Area (Unit A) Sq Ft x Unit A Rate, plus Land Area (Unit B) Sq Ft x Unit B Rate, plus
Street Frontage (Unit C) Lin Ft x Unit C Rate
Year 1 Rates:
BENEFIT
ZONE
BLDG AREA
ASSMT RATE
($/SQ FT)
LAND AREA
ASSMT RATE
($/SQ FT)
STREET
FRONTAGE A
ASSMT RATE
($/LN FT)
STREET
FRONTAGE B
ASSMT RATE
($/LN FT)
A $0.132300 $0.003580 $1.653750 $0.661500
B $0.052920 $0.001432 $0.000000 $0.661500
Cap: Assessment increases are capped at a maximum of 6% per year, subject to approval by the PBID Property Owner Association (PVA) Board of Directors.
Renewal: PBID renewal is a two-step process. First, petitions signed by PBID property owners representing at least 50% of the total assessment to be levied must be collected. Second, property owners will be sent a ballot to vote on the PBID renewal. Returned ballots in support of the PBID renewal must outweigh those in opposition based on the total amount of assessment to be levied of returned ballots.
Duration: The renewed PBID will have a term of ten (10) years. After six years, the petition and balloting process must be repeated in order to renew the PBID and levy assessments again at that time.
.
APPLE VALLEY VILLAGE PBID – MANAGEMENT DISTRICT PLAN
3 II. AVV PBID BOUNDARIES
Setting and Boundary Description
The AVV PBID is located in the original historic business center of Apple Valley. The PBID encompasses all properties along the Highway 18 corridor roughly bounded by just west of Navajo on the west, just east of Central on the east, just north of Highway 18 on the north and Ottawa on the south. Based on information provided by the San Bernardino County Assessor’s Office and field reviews, there are 297 parcels within the proposed renewed PBID. Of these, 291 are identified by the Assessment Engineer as assessable. (Please see discussion on pages 4 and 13 of this Plan regarding the rationale for the 6 non-assessed parcels within the PBID). It is noted that the PBID boundaries are being amended by adding 7 new parcels on the east side of Navajo (4 north of Powhatan and 3 south of Powhatan), deleting 3 parcels west of Navajo and north of Highway 18, deleting 2 parcels west of Central north of Headquarters Drive, and deleting 21 parcels along Pioneer north of Highway 18.
All identified assessed parcels within this PBID will receive proportionate special benefit from district programs and improvements within two benefit zones: Zone A includes all properties fronting on Highway 18, Navajo Road and Central Road (north of Hwy 18) and Zone B includes all other properties within the District. A map showing the PBID boundaries is shown on Appendix A attached hereto. This area is the center of commerce in the original Apple Valley Town site. The PBID is generally surrounded by residential neighborhoods on the west, north, south and east.
Benefit Zones: There are two benefit zones in the AVV PBID. o Zone A includes all properties fronting on Highway 18, Navajo Road and Central Road (north of Hwy 18). PBID activity and vehicle traffic is highest in Zone A, as these corridors provide the most direct access and visibility to the Village area. As a result, Zone A parcels will receive a higher level of special benefit from PBID funded activities and improvements and are assessed at a higher proportionate rate than Zone B to offset higher proportionate program level and improvement costs. o Zone B includes all of the remaining parcels within the AVV PBID boundaries. PBID activity and vehicle traffic is lower in Zone B, as these grid-oriented streets provide only secondary access and visibility to the Village area. As a result, Zone B parcels will receive a lower level of special benefit from PBID funded activities and improvements and are assessed at a lower proportionate rate than Zone A to offset lower proportionate program level and improvement costs.
PBID Boundary Rationale
Northern Boundary: The northern boundary of the AVV PBID was determined by zoning and land uses where parcels located to the north of the northern PBID are mainly zoned and/or developed solely residential with residential land uses while those south of the northern boundary are zoned commercial.
State of California Streets and Highways Code Section 36632(c) conclusively presumes that properties zoned solely residential do not benefit from the improvements and service funded through PBID assessments, cannot be assessed and, thus, these single use neighborhoods are not included in the AVV PBID.
APPLE VALLEY VILLAGE PBID – MANAGEMENT DISTRICT PLAN
4 Eastern Boundary: The parcels located to the east of the eastern PBID boundaries are a combination of scattered businesses and vacant land along the south side of Highway 18 and solely residential zoning and land uses southeast of this strip. The commercial uses east of Central are not considered part of the core historic Apple Valley Village and thus, are not included in the District.
Southern Boundary: The southern boundary of the AVV PBID was determined by zoning and land uses where properties located to the south of the southern PBID boundary are mainly zoned and/or developed solely residential with residential land uses while those north of the southern boundary are zoned commercial. For the reason stated above, these single use residential neighborhoods are not included in the AVV PBID.
Western Boundary: The western boundary of the AVV PBID was determined by zoning and land uses where properties located to the west of the western PBID boundary are mainly zoned and/or developed solely residential with residential land uses while those east of the western boundary are zoned commercial.
For the reason stated above, these single use residential neighborhoods are not included in the AVV PBID.
It is noted that 4 parcels included in the boundary expansion on the east side of Navajo north of Powhatan are zoned R-M (multi-family residential) and can be included in the PBID, but not assessed. While direct PBID special benefits and services will not be provided to these non-assessed parcels, inclusion of these parcels will enable the PBID to extend Village image enhancement elements such as banners, street signs and other Village related amenities and activities along this street.
A list of all parcels included in the proposed AVV PBID is shown as Appendix 1, attached to this Plan with their respective San Bernardino County assessor parcel number. The boundary of the proposed AVV PBID and benefit zones are shown on the map of the proposed renewed AVV PBID attached as Appendix 2 to this Plan.
All identified parcels within the above-described boundaries shall be assessed to fund supplemental special benefit programs, services and improvements as outlined in this Plan and in the Management District Plan.
All PBID funded services, programs and improvements provided within the above-described boundaries shall confer special benefit to identified assessed parcels inside the PBID boundaries and none will be provided outside of the PBID. Each identified and assessed parcel within the AVV PBID will proportionately specially benefit from the PBID funded supplemental security, marketing, streetscape/beautification/image enhancement and administration/operations. These services, programs and improvements are intended to improve commerce, employment, rents and occupancy rates of assessed parcels and businesses within the AVV PBID by reducing crime, improving the Village aesthetics and professionally marketing goods and services available within the PBID, all considered necessary in a competitive properly managed business district. All PBID funded services programs and improvements are considered supplemental, above normal base level services provided by the Town of Apple Valley and are only provided for the special benefit of assessed parcels within the boundaries of the AVV PBID.
APPLE VALLEY VILLAGE PBID – MANAGEMENT DISTRICT PLAN
5 III. Proposed 10 -Year AVV PBID Work Plan and Budget
Overview
The Programs and activities to be funded by the AVV PBID include security, marketing, streetscape/ beautification/image enhancement and administration/operations The property uses within the boundaries of the AVV PBID that will receive special benefits from AVV PBID funded programs, services and improvements are a unique mix of retail, restaurant, service, office, non-profit/government, light industrial and some residential. Services, programs and improvements provided and funded by the AVV PBID are primarily designed to provide special benefits as described below to identified assessed parcels within the boundaries of the AVV PBID.
These special benefits are particular and distinct to each and every identified assessed parcel within the AVV PBID and are not provided to non-assessed parcels outside of the AVV PBID. These programs, services and improvements will only be provided to each individual assessed parcel within the AVV PBID boundaries and, in turn, confer proportionate "special benefits” to each assessed parcel.
The very nature of the purpose of the AVV PBID is to fund supplemental programs, services and improvements to assessed parcels within the AVV PBID boundaries above and beyond the base line services provided by the Town of Apple Valley. The Town of Apple Valley does not provide these supplemental programs and services. All benefits derived from the assessments to be levied on assessed parcels within the AVV PBID are for services, programs and improvements directly benefiting each individual assessed parcel within the AVV PBID. No AVV PBID funded services, activities or programs will be provided outside of the AVV PBID boundaries.
The program special benefit cost allocations of the AVV PBID assessment revenues for Year 1 (2023) are shown in the Table on page 9 of this Plan. The projected program special benefit cost allocations of the AVV PBID assessment revenues for the 10-year AVV PBID term, assuming a 6% maximum annual assessment rate increase, are shown in the Table on pages 9/10 of this Plan.
WORK PLAN DETAILS
The services to be provided by the AVV PBID (i.e. security, marketing, streetscape/ beautification/image enhancement and administration/operations) are all designed to contribute to the cohesive commercial and industrial fabric of Apple Valley Village and to improve the economic success and vitality of each assessed parcel within the AVV PBID. The assessed parcels in the AVV PBID will specially benefit from the AVV PBID programs in the form of increasing commerce and improving economic success and vitality through meeting the AVV PBID Goals: to improve security, beautification, landscaping, livability and to attract and retain businesses and services, generate more pedestrian and visitor traffic.
Assessed commercial and industrial parcels are conferred proportionate special benefits from all PBID funded programs, services and improvements which are intended to attract more customers, users, visitors, employees, tenants and investors. For these parcels, PBID programs, services and improvements are designed to increase business volumes, sales transactions, commercial/industrial occupancies and rental
APPLE VALLEY VILLAGE PBID – MANAGEMENT DISTRICT PLAN
6 income. These programs, services and improvements are designed to improve commerce, security and aesthetic appeal for patrons, visitors and employees of these parcels within the AVV PBID by reducing crime, enhancing the physical image and professionally marketing the array of goods and services available within the AVV PBID, all considered necessary in a competitive properly managed business district.
For non-profit/government owned and occupied parcels and facilities within the AVV PBID, it is the opinion of the Assessment Engineer that each of these parcels specially benefit from AVV PBID funded programs and services from safer facilities and an improved physical image for their employees, visitors, vendors and other users of these non-profit/government locations and facilities.
For assessed residential parcels within the AVV PBID (all located on commercial zoned parcels), it is the opinion of the Assessment Engineer that each of these parcels and uses specially benefit, but differently than commercial type parcels, from AVV PBID funded programs and services from security and image enhancement improvements and programs designed to improve the security, image, marketability and livability of these parcels and residential units on them. The proportionate special benefits conferred on all assessed residential parcels and units shall be considered in proportion to those conferred on commercial parcels within the AVV PBID. Assessed parcels with residential uses on them are assessed based on land area and street frontage and not on residential used building areas. For these parcels, PBID programs, services and improvements are designed to increase residential rental occupancies and rental income. These programs, services and improvements are designed to improve security and aesthetic appeal for tenants, visitors and landlords of these parcels within the AVV PBID by reducing crime, improving the physical image of the area and professionally marketing the availability of residential rental units within the AVV PBID and the nearby array of goods, services and activities, all considered necessary in a competitive properly managed contemporary mixed-use business district.
These benefits are particular and distinct to each and every identified and assessed parcel within the AVV PBID and are not provided to non-assessed parcels outside of the PBID. These programs, services and improvements will only be provided to each individual assessed parcel within the PBID boundaries and, in turn, confer proportionate "special benefits” to each assessed parcel.
The following programs, services and improvements are proposed by the AVV PBID to specially benefit each and every individually assessed parcel within the AVV PBID boundaries. AVV PBID services, programs and improvements will not be provided to parcels outside the AVV PBID boundary. Assessment funds generated in each benefit zone shall only be used to provide services which specially benefit individual assessed parcels within that benefit zone.
Security
The Security component includes deploying a periodic dedicated private security patrol or San Bernardino County Sheriff Patrol service via Sheriff vehicles throughout the AVV PBID with varying schedules day/night/weekends checking for/reporting on – crime, graffiti, vandalism and suspicious activities. The patrol also makes pedestrian checks and traffic stops (Sheriff only) within the AVV PBID as well as makes business contacts and assesses business location security. The security service provides regular written and oral reports to the PBID Association and disseminates special security and crime related alerts.
APPLE VALLEY VILLAGE PBID – MANAGEMENT DISTRICT PLAN
7 The security services component is designed to specially benefit each identified and assessed parcel and land use within the AVV PBID. This element is designed to establish and keep the Village a safe place to visit, work, transact business, shop and dine. Security services are designed to attract more customers, clients, employees, tenants and investors which potentially would increase business volumes, sales transactions, occupancies and rental income. Security services will be provided only within the AVV PBID boundaries and for the special benefit of identified and assessed parcels and land uses within the AVV PBID.
Marketing
The Marketing component could include but is not limited to: newsletters, website and social media management, development and distribution of promotional materials, seasonal decorations, special events, media advertising and other programs that will promote the array of goods and services available within the AVV PBID.
This component is designed to specially benefit and improve the marketability of assessed parcels within the AVV PBID. This element is designed to attract more customers, clients, visitors, employees, tenants and investors which potentially would increase business volumes, sales transactions, occupancies, rental income and return on investments. Marketing programs will only be provided for identified and assessed parcels located within the PBID boundaries.
Streetscape/ Beautification/Image Enhancement
The Streetscape/Beautification/Image Enhancement category includes specialized maintenance of PBID funded improvements and funding of physical amenities and beautification projects for the special benefit of each identified and assessed parcel within the AVV PBID. Maintenance includes regular upkeep and irrigation for the PBID funded center median island improvements along Highway 18 as well as placement, rotation and upkeep of seasonal pole banners along Highway 18 and placement of business directory signs also located along Highway 18. Types of physical amenities and beautification projects include: seasonal pole banners; business directory signs and landscape replacement along the Highway 18 center median island; a private property aesthetic and rehabilitation grant program (ARGP) and, other streetscape related improvements, as approved by the Apple Valley Village Board of Directors.
The Streetscape/Beautification/Image Enhancement category also may include Special Projects such as phased future capital improvement projects funded from PBID capital reserves which might include but are not limited to: Highway 18 and Outer Highway 18 storm water drainage improvements (culverts, channels, catch basins, street and gutter regrading and realignment); street grading/pavement/re-pavement; installation of Village theme streetscape elements such as signage, lighting, displays and landscaping; and, other projects as approved by the PBID Association Board of Directors. As was done in the past with the Highway 18 center median island landscaping and beautification project, outside matching private and public grant funds will be sought to maximize the value of PBID assessment dollars. Because the timing of gaining approval and receipt of such outside funds is a variable, the exact implementation and phasing of Special Projects will vary and be dependent on outside factors.
This component is designed to specially benefit and improve the aesthetic appeal of each identified and assessed parcel within the PBID and attract more customers, clients, visitors, employees, tenants, and investors which potentially would increase business volumes, sales transactions, occupancies and rental
APPLE VALLEY VILLAGE PBID – MANAGEMENT DISTRICT PLAN
8 income. The Streetscape/Beautification/Image Enhancement component is designed to specially benefit each identified and assessed parcel within the AVV PBID by improving the appearance and amenities in the public realm to benefit assessed parcels in the AVV PBID as an attractive and inviting place to work, visit, transact business, shop and dine. Streetscape Beautification improvements will only be provided for identified and assessed parcels and their businesses and occupants located within the PBID boundaries.
Administration/Operations
Included in the Administration & Operations component are the costs for PBID management, consultants, accounting, legal, bank charges, annual report and Directors and Officers and General Liability insurance and other office and operation expenses. This component also includes County collection fees, allowance for delinquent assessment payments and other variable and unforeseen expenses related to each program element. This program element also includes assessment reserves being held for future capital improvement projects. A portion of PBID assessment funds remaining in the last two years of the proposed PBID renewal term may be used to develop the Management District Plan, Engineer’s Report and related renewal costs for the following renewal term.
This component is key to the proper expenditure of PBID assessment funds and the administration of PBID programs and activities. This component exists only for the purposes of the PBID and will only be provided for matters specially benefitting each individual assessed parcel within the AVV PBID.
In summary, all AVV PBID funded services, programs and improvements described above confer special benefits to identified assessed parcels inside the AVV PBID boundaries and none will be provided outside of the AVV PBID. Each assessed parcel within the AVV PBID will proportionately specially benefit from security, marketing, streetscape/beautification/image enhancement and administration/operations. These services, programs and improvements are intended to improve commerce, employment, rents and occupancy rates of assessed parcels within the AVV PBID by deterring crime, reducing litter, installing physical improvements and professionally marketing goods, services and spaces available within the AVV PBID, all necessary in a competitive properly managed contemporary business district. All AVV PBID funded services programs and improvements are considered supplemental, above normal base level services provided by the Town of Apple Valley and are only provided for the special benefit of each and every assessed parcel within the boundaries of the AVV PBID.
WORK PLAN BUDGET
Each identified assessed parcel within the AVV PBID will be assessed the full amount of the proportionate special benefit conferred upon it based on the level of AVV PBID funded services provided within each benefit zone. The projected AVV PBID program special benefit (assessments) allocation budget for Year 1 (2023) is shown in the following Table:
APPLE VALLEY VILLAGE PBID – MANAGEMENT DISTRICT PLAN
9 AVV PBID Year 1 (2023) Special Benefit Assessment Budget by Zone
BENEFIT
ZONE SECURITY MARKETING
STREETSCAPE,
BEAUTIFICATION
& IMAGE
ENHANCEMENT
ADMINISTRATION
& OPERATIONS TOTAL
% 24.3% 28.0% 21.9% 25.8% 100%
A $31,884 $36,790 $28,819 $33,924 $131,417
B $20,116 $23,210 $18,181 $21,403 $82,910
TOTAL $52,000 $60,000 $47,000 $55,327 $214,327
In order to carry out the AVV PBID programs outlined in the previous section, a Year 1-2023 assessment budget of $214,327 is projected. Since the AVV PBID is planned for a 10-year term, projected program costs for future years (Years 2-10) are set at the inception of the AVV PBID. While future inflationary and other program cost increases are unknown at this point, a maximum increase of 6% per year, commensurate to special benefits conferred on each assessed parcel is incorporated into the projected program costs and assessment rates for the 10-year AVV PBID term.
Funding carryovers, if any, may be reapportioned the following year for related programs, services and improvements in accordance with this Management District Plan. Detailed annual budgets will be prepared by the Owners’ Association Board and included in the Annual Report for the Apple Valley Town Council’s review and approval.
It is recognized that market conditions may cause the cost of providing goods and services to fluctuate from year to year during the 10-year term of the proposed renewed AVV PBID. Accordingly, the Owners’ Association shall have the ability to reallocate any budget line item within the budget categories, based on such cost fluctuations subject to the review and approval by the Owners’ Association Board. Such reallocation will be included in the Annual Report for the approval by the Apple Valley Town Council pursuant to the Streets and Highways Code Section 36650. Any accrued interest or delinquent payments may be expended in any budget category in accordance with this Management District Plan.
A 10-year projected AVV PBID special benefit budget is shown in the following Table:
YEAR 1-10 PROJECTED AVV PBID ASSESSMENT BUDGET SUMMARY (Special Benefits) (Assumes 6% max rate increase per year)
YEAR
BENEFIT
ZONE SECURITY MARKETING
STREETSCAPE,
BEAUTIFICATION
& IMAGE
ENHANCEMENT
ADMINISTRATION
& OPERATIONS TOTAL
% 24.3% 28.0% 21.9% 25.8% 100.00%
1 A $31,884 $36,790 $28,819 $33,924 $131,417
2023 B $20,116 $23,210 $18,181 $21,403 $82,910
TOTAL $52,000 $60,000 $47,000 $55,327 $214,327
APPLE VALLEY VILLAGE PBID – MANAGEMENT DISTRICT PLAN
10 2 A $33,797 $38,997 $30,548 $35,959 $139,302
2024 B $21,323 $24,603 $19,272 $22,687 $87,885
TOTAL $55,120 $63,600 $49,820 $58,646 $227,187
3 A $35,825 $41,337 $32,381 $38,117 $147,660
2025 B $22,602 $26,079 $20,428 $24,048 $93,158
TOTAL $58,427 $67,416 $52,809 $62,165 $240,818
4 A $37,975 $43,817 $34,324 $40,404 $156,520
2026 B $23,958 $27,644 $21,654 $25,491 $98,747
TOTAL $61,933 $71,461 $55,978 $65,895 $255,267
5 A $40,254 $46,446 $36,383 $42,828 $165,911
2027 B $25,395 $29,303 $22,953 $27,020 $104,672
TOTAL $65,649 $75,749 $59,336 $69,848 $270,583
6 A $42,669 $49,233 $38,566 $45,398 $175,866
2028 B $26,919 $31,061 $24,330 $28,641 $110,952
$69,588 $80,294 $62,896 $74,039 $286,818
7 A $45,229 $52,187 $40,880 $48,122 $186,418
2029 B $28,534 $32,925 $25,790 $30,359 $117,609
$73,763 $85,112 $66,670 $78,481 $304,027
8 A $47,943 $55,318 $43,333 $51,009 $197,603
2030 B $30,246 $34,901 $27,337 $32,181 $124,666
$78,189 $90,219 $70,670 $83,190 $322,269
9 A $50,820 $58,637 $45,933 $54,070 $209,459
2031 B $32,061 $36,995 $28,977 $34,112 $132,146
$82,881 $95,632 $74,910 $88,182 $341,605
10 A $53,869 $62,155 $48,689 $57,314 $222,027
2032 B $33,985 $39,215 $30,716 $36,159 $140,075
$87,854 $101,370 $79,405 $93,473 $362,102
The AVV PBID assessments may increase for each individual parcel each year during the 10-year effective operating period, but not to exceed 6% per year, commensurate to special benefits received by each assessed parcel, and must be approved by the Owners’ Association Board of Directors, included in the Annual Report and adopted by the Apple Valley Town Council. Any accrued interest and delinquent payments will be expended within the budgeted categories. The Owners’ Association Board of the Directors (“Property Owners’ Association of the AVV PBID) shall determine the percentage increase, if any, to the annual assessment, not to exceed 6% per year. The Owners’ Association Executive Director shall communicate the annual increase to the City each year in which the AVV PBID operates at a time determined in the
APPLE VALLEY VILLAGE PBID – MANAGEMENT DISTRICT PLAN
11 Administration Contract held between the Owners’ Association and the Town of Apple Valley. No bonds are to be issued in conjunction with the proposed renewed AVV PBID.
Pursuant to Section 36671 of the Streets and Highways Code, any funds remaining after the 10th year of operation will be rolled over into the renewal budget or returned to stakeholders in accordance with State Law. AVV PBID assessment funds may be used to pay for costs related to the following AVV PBID renewal term. If the AVV PBID is not renewed or terminated for any reason, unencumbered/unexpended funds will be returned to the property owners in accordance with State Law.
PBID assessment revenue for Year 1 (2023) is projected to be $214,327. Additional Year 1 revenues from grants, sponsorships, event proceeds etc. are estimated to be a minimum of $20,000. These non-assessment revenues shall be used to offset the computed general benefit cost of $11,280.
Special/General Benefits
The Assessment Engineer has determined that districtwide general benefits equate to 5% of the total adjusted PBID program costs of $225,607 or $11,280 (see Finding 2 of the attached Engineer’s Report) with special benefits set at 95%. Article XIIID Section 4(b) of the California Constitution limits the levy of property assessments to costs attributed to special benefits only. The 5% general benefit value is computed to be $11,280 with a resultant 95% special benefit limit computed at $214,327. Based on current property data and land uses, this is the maximum amount of Year 1 (2023) revenue that can be derived from property assessments from the subject District. A projected breakdown of special and general benefit costs for each benefit zone, the work plan components and each year of the proposed 10 year renewal term in shown in the attached Engineer’s Report beginning on page 8. All program costs associated with general benefits will be derived from non-assessment sources such as grants, program income, credits, interest etc.
If the AVV PBID is not renewed again at the end of the proposed 10-Year renewal term, any unexpended/unencumbered funds remaining at the end of a renewal term will be returned to AVV PBID property owners in accordance with City policy and State PBID Law.
Duration
As allowed by State PBID Law, the AVV PBID will have a ten (10) year operational term from January 1, 2023 to December 31, 2032. The proposed renewed AVV PBID operation is expected to begin services on January 1, 2023. If the AVV PBID is not renewed again at the end of the proposed 10-year renewal term, services will end on December 31, 2032.
Manner of Collection
Assessments shall be collected at the same time and in the same manner as ad valorum taxes paid to the County of San Bernardino (Operation Years 2023-2032). The AVV PBID assessments shall appear as a separate line item on the property tax bills issued by the San Bernardino County Assessor. The Town of Apple Valley is authorized to collect any assessments not placed on the County tax rolls, or to place assessments, unpaid delinquent assessments, or penalties on the County tax rolls as appropriate to implement this Management District Plan.
APPLE VALLEY VILLAGE PBID – MANAGEMENT DISTRICT PLAN
12 IV PROPOSED ASSESSMENT FORMULA
The AVV PBID programs and services described in this Management District Plan will be funded through benefit assessments levied on real property in the AVV PBID and non-assessment revenues to fund the costs associated with general benefits conferred on assessed parcels within the AVV PBID, the public at large and surrounding parcels outside of the AVV PBID boundaries. The assessment formula has been developed by the Assessment Engineer to ensure that no parcel will be assessed an amount that exceeds the cost of the proportional special benefit that parcel derives from the programs, services and improvements to be funded by the proposed benefit assessments. The assessment rates are based on the projected special benefit to be conferred on each individual parcel within the boundary of the AVV PBID.
Based on the specific needs and corresponding nature of the program activities to be funded by the proposed renewed AVV PBID (i.e. security, marketing, streetscape/beautification/image enhancement and administration/operations) it is the opinion of the Assessment Engineer that the assessment factors on which to base assessment rates relate directly to the proportionate amount of building area, land area and street frontage of each parcel within two benefit zones, except as noted herein.
The “Basic Benefit Units” will be expressed as a combined function of gross building square footage (Benefit Unit “1”), land square footage (Benefit Unit “2”) and street frontage (Benefit Unit “3” for Highway 18 frontage and “Benefit Unit “4” for all other street frontages). Based on the shape of the proposed AVV PBID, as well as the nature of the District program elements, it is determined that all identified properties will gain a direct and proportionate degree of special benefit based on the respective amount of building area, land area and street frontage within two benefit zones. Zone B assessment rates shall be set at 40% of Zone A rates based on the Assessment Engineer’s projection of conferred special benefits on parcels within each benefit zone.
For the array of land uses within the PBID, the interactive application of building and land areas and street frontage quantities are a common method of fairly and equitably spreading special benefit costs to these beneficiaries of PBID funded services, programs and improvements. Each of these factors directly relates to the degree of proportionate special benefit conferred on each assessed parcel from PBID funded activities. There are no parcels zoned solely residential or agricultural that are assessed within the AVV PBID.
Building area is a direct measure of the static utilization of each parcel and its corresponding impact or draw on PBID funded activities. In the opinion of this Assessment Engineer, the targeted weight of this factor, building area, should generate approximately 55% of the total PBID revenue (55.488169% when adjusted for current precise building area measurements and program costs and service levels).
Land area is a direct measure of the current and future development capacity of each parcel and its corresponding impact or draw on PBID funded activities. In the opinion of this Assessment Engineer, the targeted weight of this factor, land area, should generate approximately 20% of the total PBID revenue (17.239506% when adjusted for precise parcel measurements and program costs and service levels).
Street Frontage is a direct measure of the current and future development capacity of each parcel and its corresponding impact or draw on PBID funded activities. Street frontage includes all public street frontages
APPLE VALLEY VILLAGE PBID – MANAGEMENT DISTRICT PLAN
13 of a parcel. In the opinion of this Assessment Engineer, the targeted weight of this factor, street frontage, should generate approximately 30% of the total PBID revenue (27.272325% when adjusted for precise parcel measurements and program costs and service levels).
Special Assessment Circumstances
1. Residential Uses
There are a few parcels within the AVV PBID (including mobile home parks) that have legal nonconforming residential uses on them. State Law exempts parcels zoned “solely” residential or agricultural from being assessed. While there are 4 parcels zoned solely residential within the proposed boundary expansions, none of these 4 parcels will be assessed unless their zoning is changed in the future to assessable zoning status. It is the opinion of the Assessment Engineer that any parcel with legal residential uses on commercially zoned land, shall not be assessed for the residential building portions of the parcel since these building areas do not specially benefit from PBID funded marketing programs. Such parcels do proportionately specially benefit from other PBID funded programs, services and improvements such as security, capital improvements and beautification projects and shall be assessed for non-residential building areas on these parcels as well as land area and street frontage at the benefit Zone rates in which they are located.
2. Commercial/Industrial Condos
a. Building area assessed at full building area rate
b. Land area assessed at full land area fee rate but pro-rated for each unit based on ratio of unit building area to total building area
c. Frontage assessed at full frontage rate but pro-rated for each unit based on ratio of unit building area to total building area
3. Mixed-Use Properties
Mixed –Use Rental - Ground Floor Commercial and Upper Floor Residential a. Building area assessed at full rate for commercial area and exempt for residential area b. Land area assessed at full land area rate
c. Frontage assessed at full frontage rate
Mixed-Use Commercial Condos and Residential Condos
a. Building area assessed at full rate for commercial area and exempt for residential building area b. Land area assessed at full land area rate (assessed on ground floor owners) c. Frontage assessed at full frontage rate (assessed on ground floor owners) Other Special Criteria
4. Properties zoned solely for residential or agricultural use shall not be assessed.
5. Street frontage along Highway 18 shall be assessed at the full, 100% Street Frontage A rate. All other
APPLE VALLEY VILLAGE PBID – MANAGEMENT DISTRICT PLAN
14 street frontages shall be assessed at 40% of the full rate - Street Frontage B rate.
Future Development
Other than future maximum rates and the assessment methodology delineated in the Engineer’s Report, per State Law (Government Code Section 53750), future assessments may change for any given parcel if such a change is attributable to events other than an increased rate or revised methodology, such as a change in the density, intensity, or nature of the use of land or a subdivision, lot split, reversion to acreage etc. Any change in assessment formula methodology or assessment rates higher than as stipulated in the Engineer’s Report would require a new ballot procedure (Section 4(b) of Article XIIID of the California Constitution - Proposition 218) in order to approve any such changes.
Considering all identified specially benefiting parcels within the AVV PBID and their respective assessable benefit units, the cumulative quantities by factor and zone are shown in the following Table:
Year 1 – 2023 - Assessable Benefit Units
BENEFIT
ZONE
BLDG AREA
(SQ FT)
LAND AREA
(SQ FT)
STREET
FRONTAGE
A (LN FT)
STREET
FRONTAGE
B (LN FT)
# OF
PARCELS
# OF
ASSESSABLE
PARCELS
A 562,178 6,753,520 16,561 8,277 106 100
B 841,830 8,918,441 0 38,683 191 191
TOTAL 1,404,008 15,671,961 16,561 46,960 297 291
The number of Benefit Units for each identified benefiting parcel within the proposed renewed AVV PBID was computed from data extracted from County Assessor records and maps. These data sources delineate current land uses, property areas and dimensions of record for each tax parcel. While it is understood that this data does not represent legal field survey measurements or detailed title search of recorded land subdivision maps or building records, it does provide an acceptable basis for the purpose of calculating property-based assessments. All respective property data being used for assessment computations will be provided to each property owner in the AVV PBID for their review. If a property owner believes there is an error on a parcel’s assessed footages, the AVV PBID may confirm the data with the San Bernardino County Assessor’s office. If AVV PBID data matches Assessor’s data, the property owner may opt to work with the Assessor’s office to correct the data so that the AVV PBID assessment may be corrected.
Assessment Formula
In the opinion of the Assessment Engineer the assessment formula for the proposed renewed AVV PBID is, except as noted herein, as follows:
Assessment = Building Area (Unit A) Sq Ft x Unit A Rate, plus Land Area (Unit B) Sq Ft x Unit B Rate, plus
Street Frontage (Unit C) Lin Ft x Unit C Rate
APPLE VALLEY VILLAGE PBID – MANAGEMENT DISTRICT PLAN
15 Assessment Formula Unit Rates
Based on figures from the Assessable Benefit Units Table above, the assessment rates for each factor and zone are shown as calculated in the Table below:
YEAR 1 –2023 Assessment Rates
BENEFIT
ZONE
BLDG AREA
ASSMT RATE
($/SQ FT)
LAND AREA
ASSMT RATE
($/SQ FT)
STREET
FRONTAGE A
ASSMT RATE
($/LN FT)
STREET
FRONTAGE B
ASSMT RATE
($/LN FT)
A $0.132300 $0.003580 $1.653750 $0.661500
B $0.052920 $0.001432 $0.000000 $0.661500
SAMPLE CALCULATIONS:
Zone A - 18,000 sq ft parcel with a 10,119 sq ft building and 80 ft of Hwy 18 street frontage = 18,000 SF land x $0.00358/SF + 10,119 SF bldg x $0.1323/SF + 80 LF frontage x $1.65375/LF = $64.44 + $1,338.74 + $132.30 = $1,535.48 per year
= $ 127.96 per month
= $ 4.26 per day
= 1.26 cents per SF bldg per month
Same example as above but in Zone B
= 18,000 SF land x $0.001432/SF + 10,119 SF bldg x $0.05292/SF + 80 LF frontage x $0.6615/LF = $25.78 + $535.50 + $52.92 = $614.20 per year
= $ 51.18 per month
= $ 1.71 per day
= 1/2 cent per sq ft bldg per month
The complete Year 1 – 2023 assessment roll of all parcels to be assessed by the AVV PBID is included in this Plan as Appendix I. Since the AVV PBID is planned for a 10-year term, maximum assessment rates for future years (Years 2-10) must be set at the inception of the AVV PBID. While future inflationary and other program cost increases are unknown at this point, a built in maximum increase of 6% per annum is incorporated into the projected program costs and, in turn, the resultant assessment rates for the six year term of the AVV PBID. These figures are shown in the table below. Assessment rates may not exceed those indicated below.
AVV PBID – 10 Year Maximum Assessment Rates
(Includes a 6%/Yr. Max Increase)
APPLE VALLEY VILLAGE PBID – MANAGEMENT DISTRICT PLAN
16 BENEFIT
ZONE
BLDG AREA
ASSMT
RATE ($/SQ
FT)
LAND AREA
ASSMT
RATE
($/SQ FT)
STREET
FRONTAGE A
ASSMT RATE
($/LN FT)
STREET
FRONTAGE B
ASSMT RATE
($/LN FT)
YEAR 1
A $0.132300 $0.003580 $1.653750 $0.661500
B $0.052920 $0.001432 $0.000000 $0.661500
YEAR 2
A $0.140238 $0.003795 $1.752975 $0.701190
B $0.056095 $0.001518 $0.000000 $0.701190
YEAR 3
A $0.148652 $0.004023 $1.858154 $0.743261
B $0.059461 $0.001609 $0.000000 $0.743261
YEAR 4
A $0.157571 $0.004264 $1.969643 $0.787857
B $0.063029 $0.001706 $0.000000 $0.787857
YEAR 5
A $0.167025 $0.004520 $2.087822 $0.835128
B $0.066811 $0.001808 $0.000000 $0.835128
YEAR 6
A $0.177047 $0.004791 $2.213091 $0.885236
B $0.070820 $0.001916 $0.000000 $0.885236
YEAR 7
A $0.187670 $0.005078 $2.345876 $0.938350
B $0.075069 $0.002031 $0.000000 $0.938350
YEAR 8
A $0.198930 $0.005383 $2.486629 $0.994651
B $0.079573 $0.002153 $0.000000 $0.994651
YEAR 9
A $0.210866 $0.005706 $2.635827 $1.054330
B $0.084347 $0.002282 $0.000000 $1.054330
YEAR 10
A $0.223518 $0.006048 $2.793977 $1.117590
B $0.089408 $0.002419 $0.000000 $1.117590
V. PUBLICLY OWNED PARCELS
APPLE VALLEY VILLAGE PBID – MANAGEMENT DISTRICT PLAN
17 The State Constitution - Article 13D (Proposition 218) states that government owned properties are not exempt from benefit assessments, unless there is clear and convincing evidence showing that they receive no special benefit from the programs and services to be funded by the proposed benefit assessments. In the opinion of the Assessment Engineer, there is no clear and convincing evidence that publicly owned parcels, except as delineated below, do not proportionately specially benefit from PBID funded programs, services and improvements. Thus, 16 parcels owned by the Town of Apple Valley, the Apple Valley Fire District, the Mojave Water Agency and the San Bernardino County School Board will be assessed at this applicable assessment rates similar to privately owned parcels within the PBID. Please note that there is also one Town owned parcel that is zoned residential that will not be assessed under its current zoning designation.
Relative to the US Post Office on federal owned land on Highway 18, the US Attorney General has opined that all federal properties are exempt from local taxes and assessments pursuant to the Supremacy Clause of the US Constitution. Thus, this parcel will not be assessed nor will PBID funded services be provided for the special benefit of this parcel.
Relative to the Frontier/Verizon owned public utility parcel and facility on Navajo Road, this parcel contains a building which houses public utility based electronic telephonic switching equipment, similar in function to utility transmission and conveyance infrastructure located along, over and beneath public rights of ways and utility easements and, thus, will not be assessed nor will PBID funded services be provided for the special benefit of this parcel.
VI. AVV PBID GOVERNANCE
The AVV PBID Property Owners Association (“Association”) will continue to be the agency responsible for the ongoing day-to-day management and administration of the AVV PBID. The Association is a nonprofit corporation formed by property owners located in the AVV PBID. The Association may choose to contract with a third party entity such as the Town of Apple Valley to carry out certain District improvements and services. The Association may also contract with professional service entities in conjunction with the planning and implementation of PBID programs and services as well as the next PBID renewal in 10 years.
The annual programs, budgets and assessments for the AVV PBID shall be determined by the Association, which shall also serve as the PBID “property owners association” referenced in State PBID Law. This Board shall be responsible for the general oversight of the District including approval of the annual work programs and budgets, monitoring performance, and ensuring compliance with appropriate rules and regulations, including a PBID management agreement with the Town of Apple Valley. This Board shall generally meet on a monthly basis. When related to PBID matters, such meetings shall be subject to the State of California “Brown Act” open meeting requirements. Records of this Association pertaining to PBID related matters shall be available for public review as stipulated by State Law. Pursuant to State law, the Association Board shall file, for approval by the Town Council, an annual report for the upcoming year for which assessments shall be levied. Upon PBID renewal, the Town Council and the Association shall execute a contract, as applicable, for the performance and delivery of the stipulated program services over the life of the PBID.
VII. PROPOSED RULES AND REGULATION APPLIED TO THE AVV PBID There are no specific rules or regulations applied to this AVV PBID
APPLE VALLEY VILLAGE PBID – MANAGEMENT DISTRICT PLAN
18 VIII. OTHER ITEMS
No bonds will be issued for any AVV PBID projects in conjunction with this renewal.
IX. PLAN AUTHOR
The author and preparer of this Plan is Ed Henning of Edward Henning & Associates X. IMPLEMENTATION TIMETABLE
The renewed AVV PBID is expected to begin operation by January 1, 2023. In order to meet this goal, the following procedural timeline is proposed:
Date Action/Task
Summer 2021 • Develop/finalize Management District Plan Fall 2021 • Initiate petition drive
Fall 2021 • Collect petitions signed by property owners Spring 2022 • Submit majority support petitions to Town Spring 2022 • Town Council adopts Resolution of Intention to renew the AVV PBID Spring 2022 • Town sends notice of AVV PBID public hearing and a ballot to property owners within AVV PBID
Mid ‘22 • Town Council conducts hearing (ballots due by this date) Mid ‘22 • Providing no majority ballot protest is filed at the hearing, Council approves Resolution of Renewal for the AVV PBID
Mid ‘22 • Assessment roll submitted to County Assessor
Dec 10/Apr 10 (due) • Assessments billed and collected by County with property taxes 1st Qtr. ‘23 • Revenues remitted to Owners’ Association per contract with Town (10 years) • Owners’ Association carries out renewed AVV PBID programs and services
APPLE VALLEY VILLAGE PBID – MANAGEMENT DISTRICT PLAN
19 APPENDIX 1
YR 1 – 2022/23
ASSESSMENT ROLL
APPLE VALLEY VILLAGE PBID – MANAGEMENT DISTRICT PLAN
20 APN
2022/23-YR 1
ASSMT
0439022660000 $14,934.32
3087301410000 $1,444.69
3087301420000 $93.29
3087301430000 $662.95
3087301440000 $452.34
3087301450000 $12,525.68
3087301460000 $1,769.04
3087301520000 $1,757.13
3087341010000 $541.84
3087341020000 $416.16
3087341030000 $1,535.48
3087341040000 $909.87
3087341050000 $429.50
3087341060000 $8.95
3087341070000 $17.90
3087341080000 $0.00
3087341090000 $175.91
3087341100000 $1,028.86
3087341110000 $698.49
3087341170000 $28.64
3087341190000 $560.94
3087341200000 $1,470.71
3087341210000 $613.95
3087341220000 $646.06
3087341230000 $217.18
3087341240000 $300.77
3087341250000 $1,088.33
3087341260000 $0.00
3087341270000 $0.00
3087341280000 $0.00
3087341290000 $0.00
3087341300000 $1,904.37
3087341310000 $1,600.05
3087341320000 $584.02
3087341390000 $580.71
3087341400000 $229.78
3087341410000 $607.67
3087341430000 $1,922.57
3087341440000 $870.48
3087342010000 $667.44
3087342020000 $784.87
3087342030000 $580.55
3087342060000 $737.46
3087342070000 $1,010.16
3087342080000 $1,212.21
3087342110000 $3,552.36
3087342120000 $150.35
3087342130000 $8.59
3087342140000 $47.26
3087342150000 $20.76
3087342160000 $2.86
3087342170000 $47.26
3087342180000 $55.46
3087342190000 $58.33
3087342200000 $16.67
3087342210000 $755.36
3087342220000 $448.11
3087342230000 $5.44
3087342240000 $455.79
3087342250000 $1,266.21
3087342260000 $419.48
3087342270000 $922.17
3087342280000 $617.76
3087342290000 $763.67
3087342300000 $369.41
3087342310000 $282.40
3087342320000 $304.44
3087342330000 $514.67
3087342340000 $10,819.15
3087342350000 $361.50
3087342360000 $372.83
3087342370000 $996.19
3087342380000 $889.33
3087342390000 $788.28
3087342400000 $922.72
3087342410000 $282.01
3087342420000 $1,095.13
3087342430000 $1,921.47
3087342440000 $549.16
3087342450000 $690.55
3087342460000 $580.38
3087342470000 $1,218.33
3087351010000 $381.10
3087351020000 $130.00
3087351030000 $255.74
3087351040000 $255.74
3087351050000 $516.46
3087351070000 $512.10
3087351110000 $510.85
3087351130000 $155.31
3087351150000 $177.76
3087351160000 $177.76
3087351240000 $272.78
3087351250000 $1,542.76
3087351260000 $4,790.47
3087351300000 $494.08
3087351310000 $836.76
3087351320000 $109.11
3087351330000 $638.31
3087351340000 $649.22
3087351350000 $120.02
3087351360000 $304.98
3087351370000 $150.22
3087351380000 $109.11
3087351390000 $109.11
3087351400000 $118.45
3087351410000 $118.45
3087351420000 $721.73
3087351430000 $753.49
3087351440000 $753.49
3087351450000 $810.00
3087351460000 $634.23
3087351470000 $1,158.16
3087351480000 $105.83
3087351490000 $105.83
3087351500000 $296.35
3087351520000 $919.66
3087381010000 $0.00
3087381020000 $761.81
3087381030000 $436.14
3087381040000 $1,866.58
3087381060000 $514.98
3087381070000 $150.45
3087381080000 $86.25
3087381090000 $86.25
3087381100000 $247.04
3087381110000 $848.48
3087381120000 $414.49
3087381150000 $765.50
3087381160000 $320.96
3087381170000 $416.83
3087381180000 $444.87
3087381190000 $648.07
3087381200000 $38.65
3087381210000 $622.78
3087381220000 $291.69
3087381230000 $390.89
3087381250000 $257.66
3087382010000 $1,287.49
3087382020000 $2,151.94
3087382030000 $610.62
3087382040000 $811.41
3087382050000 $1,076.96
3087382060000 $149.70
APPLE VALLEY VILLAGE PBID – MANAGEMENT DISTRICT PLAN
21 3087382070000 $149.70
3087382080000 $2,717.85
3087382090000 $539.83
3087382100000 $868.84
3087382110000 $145.93
3087382120000 $819.42
3087382130000 $177.73
3087382140000 $619.33
3087382150000 $1,570.51
3087382160000 $175.05
3087382170000 $177.73
3087382180000 $175.36
3087382190000 $493.01
3087382200000 $105.70
3087382210000 $105.70
3087382220000 $105.69
3087382230000 $105.70
3087382240000 $105.69
3087382250000 $105.70
3087382260000 $105.70
3087382270000 $105.70
3087382280000 $993.82
3087382290000 $307.27
3087382300000 $105.84
3087382310000 $628.16
3087382320000 $628.16
3087382330000 $603.66
3087382340000 $105.84
3087382350000 $105.84
3087382360000 $105.84
3087382370000 $171.99
3087382380000 $109.11
3087391010000 $2,336.01
3087391020000 $42.47
3087391030000 $809.46
3087391040000 $1,311.86
3087391050000 $1,142.07
3087391060000 $280.78
3087391090000 $406.44
3087391100000 $823.53
3087391110000 $849.99
3087391120000 $307.56
3087391130000 $379.00
3087391140000 $109.11
3087391150000 $109.11
3087391160000 $638.31
3087391170000 $307.56
3087391180000 $395.31
3087391190000 $395.39
3087391200000 $564.74
3087391210000 $808.91
3087391220000 $1,055.37
3087391230000 $119.86
3087391240000 $120.02
3087391250000 $120.02
3087391260000 $120.02
3087391270000 $120.02
3087391280000 $120.02
3087391290000 $240.04
3087391300000 $2,814.91
3087392050000 $543.37
3087392060000 $1,240.11
3087392070000 $120.02
3087392080000 $307.56
3087392090000 $109.11
3087392120000 $289.05
3087392130000 $105.82
3087392140000 $570.93
3087392150000 $120.02
3087392160000 $120.02
3087392190000 $736.54
3087392200000 $105.82
3087392210000 $105.82
3087392220000 $289.05
3087392230000 $120.02
3087392240000 $120.02
3087392250000 $120.02
3087392260000 $120.02
3087392270000 $628.48
3087392280000 $964.10
3087392290000 $684.57
3087392300000 $120.02
3087392310000 $120.02
3087392320000 $120.02
3087392330000 $120.02
3087392340000 $120.02
3087392350000 $354.23
3087392360000 $117.42
3087392370000 $117.42
3087392380000 $1,343.10
3087392390000 $1,319.65
3087811020000 $65.95
3087811030000 $65.95
3087811040000 $65.95
3087811050000 $77.13
3087811060000 $77.13
3087811070000 $77.13
3087811080000 $104.51
3087811090000 $104.51
3087811100000 $104.51
3087811110000 $104.51
3087811120000 $104.51
3087811130000 $104.51
3087811140000 $104.51
3087811150000 $104.51
3087811160000 $104.51
3087811170000 $104.51
3087811180000 $104.51
3087811190000 $104.51
3087811200000 $104.51
3087811210000 $104.51
3112563110000 $3,380.36
3112563120000 $204.58
3112563130000 $204.58
3112563140000 $644.61
3112563150000 $627.94
3112563160000 $698.02
3112563170000 $466.93
3112563180000 $204.58
3112563190000 $575.02
3112563200000 $204.58
3112563210000 $204.58
3112563220000 $883.28
3112563230000 $667.63
3112563240000 $335.06
3112651230000 $3,601.97
3112651240000 $4,262.17
3112651250000 $336.37
3112651260000 $514.13
3112653010000 $666.95
3112653020000 $561.79
3112653030000 $786.70
3112653040000 $404.35
3112653050000 $1,023.25
3112653060000 $567.35
3112653070000 $552.27
3112653080000 $469.18
3112653090000 $773.21
3112653100000 $1,467.38
3112653110000 $204.58
3112653120000 $2,171.40
3112731070000 $3,916.69
3112731080000 $973.76
3112731120000 $408.73
3112731130000 $408.73
3112731160000 $124.71
3112731170000 $166.27
3112731180000 $2,228.00
3112731190000 $610.45
3112731210000 $1,044.90
APPLE VALLEY VILLAGE PBID – MANAGEMENT DISTRICT PLAN
22 3112731230000 $5,430.05
3112731240000 $1,471.78
3112731250000 $836.90
$214,326.84
APPLE VALLEY VILLAGE PBID – MANAGEMENT DISTRICT PLAN
23 APPENDIX 2
AVV PBID
BOUNDARY MAP
APPLE VALLEY VILLAGE PBID – MANAGEMENT DISTRICT PLAN
24 INSERT NEW MAP
APPLE VALLEY VILLAGE PBID – MANAGEMENT DISTRICT PLAN
25 ATTACHMENT 1
ASSESSMENT
ENGINEER’S
REPORT
Town Council Agenda Report
Date: May 24, 2022
To: Honorable Mayor and Town Council
Subject: STATE ROUTE 18 CORRIDOR ENHANCEMENT PLAN PHASE II From: Douglas Robertson, Town Manager
Submitted by: Julie Ryan, Special Projects Manager
Town Manager’s Office
Budgeted Item: Yes No N/A
RECOMMENDED ACTION
Adopt Resolution 2022-17 authorizing the Town Manager to execute agreements with the California Department of Transportation for the Apple Valley State Route 18 Corridor Enhancement Plan Phase II.
SUMMARY
The Town was recently awarded a $295,855 Sustainable Communities Grant from the California Department of Transportation (Caltrans) to retain the services of an experienced and qualified traffic engineering consultant to develop a State Route (SR) 18 Corridor Enhancement Plan. The Town is required to provide a local match of $54,145, bringing the total project budget to $350,000.
BACKGROUND
The Apple Valley SR 18 Corridor Enhancement Plan Phase II will identify necessary transportation improvements along the 3.2-mile corridor of SR 18 from Apple Valley Road to Bass Hill Road. The existing Outer Highway and a lack of multimodal facilities presents challenges for access, mobility, and commerce. Zoning in the Corridor area varies from general commercial to single and multifamily designations. A qualified consultant will lead the process to evaluate current conditions and accident data, engage key stakeholders, and prioritize implementation projects. Ultimately, the Plan will include Complete Streets elements for multimodal transportation options, and storm water and greening improvements that enhance the corridor and protect the environment.
The planning process will address deficiencies by conducting a comprehensive evaluation of SR 18 Corridor and identifying appropriate countermeasures. Engineers
will analyze the current environment and assess the ability to construct new infrastructure or re-configure existing conditions to create a safer more accessible, business-friendly environment. In addition, the Consultant will study accident data and traffic counts, assessing specific risks at each intersection. Specific countermeasures to traffic safety issues will be identified and prioritized for phased implementation. The Plan will provide an important blueprint for guiding all future improvements along SR 18.
FISCAL IMPACT
The estimated project cost for the Apple Valley SR 18 Corridor Enhancement Plan Phase II is $350,000. Funding includes $295,855 in reimbursable grant funds received from Caltrans and local matching funds in the amount of $54,155 using Measure I. Funding is included in the proposed Fiscal Year 2022-2023 budget. There is no immediate impact for adopting Resolution 2022-17.
ATTACHMENTS
A. Resolution 2022-17
B. Map of Project Area
RESOLUTION NO.2022-17
A RESOLUTION OF THE TOWN COUNCIL OF THE TOWN OF
APPLE VALLEY, CALIFORNIA, AUTHORIZING THE TOWN
MANAGER TO EXECUTE AGREEMENTS WITH THE
CALIFORNIA DEPARTMENT OF TRANSPORTATION FOR THE
APPLE VALLEY STATE ROUTE 18 CORRIDOR
ENHANCEMENT PLAN PHASE II
WHEREAS, the Town Council of the Town of Apple Valley is eligible to receive Federal and/or State funding for certain transportation planning related plans, through the California Department of Transportation; and
WHEREAS, a Restricted Grant Agreement is needed to be executed with the California Department of Transportation before such funds can be reimbursed through the Transportation Planning Grant Program; and
WHEREAS, the Town of Apple Valley wishes to delegate authorization to execute these agreements and any amendments thereto.
NOW, THEREFORE, BE IT RESOLVED BY THE TOWN COUNCIL OF THE TOWN OF APPLE VALLEY AS FOLLOWS:
SECTION 1. That the Town authorizes the Town Manager or designee, to execute all Restricted Grant Agreements and any amendments thereto with the California Department of Transportation.
SECTION 2. That the Town Clerk shall certify to the passage and adoption of this resolution and enter it into the book of original resolutions.
ADOPTED AND APPROVED by the Town Council of the Town of Apple Valley this 24th day of May 2022.
Kari Leon
Mayor
ATTEST:
La Vonda M. Pearson
Town Clerk
Medical Area 2/3/2021 SCALE: NTS SHEET 1 OF 3 SERVICES AND AMENITIES Town of Apple Valley LEGEND A. Fitness Center B. Private Practice Medical Facilities C. Urgent Care D. Shopping/Dining/Services E. Veterinary Medical F. Church G. Public Park/Recreation H. School/Daycare VVTA Bus Stop A B BE C F G FH H B B BB B C D DB D D D D D D D D D D D D B St. Mary Medical Center Map of Project Area Page 256 of 325
Residential Area 2/3/2021 SCALE: NTS SHEET 2 OF 3 SERVICES AND AMENITIES Town of Apple Valley G LEGEND A. Fitness Center B. Private Practice Medical Facilities C. Urgent Care D. Shopping/Dining/Services E. Veterinary Medical F. Church G. Public Park/Recreation H. School/Daycare VVTA Bus Stop D B H D B D ABB Map of Project Area Page 257 of 325
Commerical Area 2/3/2021 SCALE: NTS SHEET 1 OF 1 ADJACENT SERVICES AND AMENITIES Town of Apple Valley LEGEND A. Fitness Center B. Private Practice Medical Facilities C. Urgent Care D. Shopping/Dining/Services E. Veterinary Medical F. Church G. Public Park/Recreation H. School/Daycare VVTA Bus Stop D D D D G G G DD H G D F G Civic Center Park San Bernardino County Library Map of Project Area Page 258 of 325
Town Council Agenda Report
Date: May 24, 2022
To: Honorable Mayor and Town Council
Subject: A RESOLUTION OF THE TOWN COUNCIL OF THE TOWN OF APPLE
VALLEY AMENDING THE CLASSIFICATION AND SALARY PLAN
FOR THE TOWN OF APPLE VALLEY
From: Douglas Robertson, Town Manager
Submitted by: Kristine Shoup, Human Resources Manager
Human Resources
Budgeted Item: Yes No N/A
RECOMMENDED ACTION
Approve Resolution No. 2022-18, A Resolution of the Town Council of the Town of Apple Valley, California, amending the current Classification and Salary Plan.
BACKGROUND
The Town Manager’s Office is proposing a reorganization due to the anticipated acquisition of the Apple Valley Golf Course as well as the Town’s difficulty in recruiting a Director of Public Works and/or Public Works Manager.
To facilitate this reorganization, the Human Resources Department, working with the Town Manager’s Office, recommends adding (6) new classifications: Director of Municipal Services, at salary range 85: $10,944 to $15,464 per month; Director of Parks and Recreation, at salary range 85: $10,944 to $15,464 per month; Golf Services Aide, at salary range 27: $2,613 to $3,692 per month; Golf Services Retail Assistant, at salary range 33: $3,030 to $4,282 per month; Golf Services Supervisor, at salary range 51:
$4,727 to $6,679 per month; and Parks Supervisor, at salary range 51: $4,727 to $6,679 per month. Additionally, the Human Resources Department recommends amending the following two job classifications to include duties related to Golf Course Operations:
Senior Maintenance Worker
Maintenance Worker I
The new and amended classifications will help streamline the efforts of the proposed reorganization by bringing Public Works (Streets and Wastewater), Code Enforcement, Apple Valley Choice Energy, Environmental Transit and Solid Waste under the title of
Municipal Services, while adding the Grounds (Parks) division and Golf Course Operations to the Parks and Recreation Department.
As a result of the proposed reorganization, the Human Resources Department also recommends removing the following four vacant job classifications from the published classification and salary plan and consolidating the Grounds Services Aide classification (range 27) into the Maintenance Aide classification (range 27) to maintain consistency within the classification series.
Grounds Services Supervisor
Grounds Services Worker, Senior
Grounds Services Worker II
Grounds Services Worker I
In addition to the above classification plan amendments, the Human Resources department also recommends adding a new classification of Assistant Town Clerk, at range 63: $6,357 to $8,982 per month, and amending the current Deputy Town Clerk, Town Clerk and Executive Assistant job classifications to allow for future department development.
FISCAL IMPACT
There is no cost associated with the recommended amendments to the classification and salary plan. All positions will be subject to budget approval before being filled and contracts to be negotiated prior to the reorganization effective date.
ATTACHMENTS
A. Resolution 2022-18
B. Classification and Salary Plan
C. Assistant Town Clerk Job Description
D. Deputy Town Clerk Job Description
E. Director of Municipal Services Job Description
F. Director of Parks and Recreation Job Description
G. Executive Assistant Job Description
H. Golf Services Aide Job Description
I. Golf Services Retail Assistant Job Description
J. Golf Services Supervisor Job Description
K. Maintenance Aide
L. Maintenance Worker I Job Description
M. Senior Maintenance Worker Job Description
N. Parks Supervisor Job Description
O. Town Clerk Job Description
RESOLUTION NO. 2022 –18
A RESOLUTION OF THE TOWN COUNCIL OF THE
TOWN OF APPLE VALLEY AMENDING THE
CLASSIFICATION AND SALARY PLAN FOR THE TOWN
OF APPLE VALLEY
WHEREAS, the Town Council of the Town of Apple Valley has established classification and salary plan for the Town of Apple Valley; and WHEREAS, the Town Council of the Town of Apple Valley wishes to modify the classification and salary plan for the Town of Apple Valley; and NOW, THEREFORE, BE IT RESOLVED THAT:
1. Revised classification and salary plan is hereby adopted in accordance with Attachment B.
2. Create new job classifications in accordance with Attachments C, E, F, H, I, J, and N.
3. Amend job classifications in accordance with Attachments D, G, K, L, M and O.
4. All resolutions, parts of resolutions in conflict herewith are hereby amended to be consistent herewith.
Unless otherwise noted, the effective date of this Resolution shall be May 24, 2022.
APPROVE and ADOPTED by the Town Council of the Town of Apple Valley and signed by the Mayor and attested to by the Town Clerk this 24 th day of May 2022.
_____________________________________
Mayor, Kari Leon
ATTEST:
______________________________
Town Clerk, La Vonda M-Pearson
Position Classification Range
Monthly
Salary Min To
Monthly
Salary Max
Account Clerk I 35 $3,184 to $4,499
Account Clerk II 39 $3,514 to $4,966
Accountant I 51 $4,727 to $6,679
Accountant II 54 $5,090 to $7,192
Accountant, Senior 60 $5,903 to $8,341
Accounting Technician 45 $4,076 to $5,759
Administrative Analyst I 54 $5,090 to $7,192
Administrative Analyst II 60 $5,903 to $8,341
Administrative Assistant 41 $3,692 to $5,217
Administrative Assistant, Senior 47 $4,282 to $6,051
Animal Health Assistant 38 $3,429 to $4,845
Animal Health Supervisor 54 $5,090 to $7,192
Animal Services Supervisor 54 $5,090 to $7,192
Animal Services Assistant 27 $2,613 to $3,692
Animal Services Attendant 36 $3,263 to $4,611
Animal Services Manager 68 $7,192 to $10,163
Animal Services Officer I 41 $3,692 to $5,217
Animal Services Officer II 45 $4,076 to $5,759
Animal Services Officer Trainee 37 $3,345 to $4,727
Animal Services Officer, Senior 51 $4,727 to $6,679
Animal Services Specialist, Senior 38 $3,429 to $4,845
Town of Apple Valley Classification Plan FY 2021-2022
Effective: 05/24/2022
Res#2022-__
Position Classification Range
Monthly
Salary Min To
Monthly
Salary Max
Town of Apple Valley Classification Plan FY 2021-2022
Animal Services Technician 39 $3,514 to $4,966
Assistant Director of Community Development 75 $8,550 to $12,081 Assistant Director of Community Enhancement 75 $8,550 to $12,081 Assistant Director of Econ Dev & Housing 75 $8,550 to $12,081 Assistant Director of Energy & Environmental Services 75 $8,550 to $12,081 Assistant Director of Finance 75 $8,550 to $12,081
Assistant Planner 52 $4,845 to $6,846
Assistant Pool Manager 33 $3,030 to $4,282
Assistant Town Clerk 63 $6,357 to $8,982
Assistant Town Manager NR $15,464 to $21,317
Associate Planner 58 $5,619 to $7,939
Code Enforcement Manager 68 $7,192 to $10,163
Code Enforcement Officer I 45 $4,076 to $5,759
Code Enforcement Officer II 51 $4,727 to $6,679
Code Enforcement Officer, Senior 54 $5,090 to $7,192
Code Enforcement Technician 41 $3,692 to $5,217
Community Development Director 85 $10,944 to $15,464
Community Enhancement Officer 43 $3,879 to $5,482
Custodial Aide 27 $2,613 to $3,692
Custodian 30 $2,814 to $3,976
Customer Service Representative 37 $3,345 to $4,727
Effective: 05/24/2022
Res#2022-__
Position Classification Range
Monthly
Salary Min To
Monthly
Salary Max
Town of Apple Valley Classification Plan FY 2021-2022
Deputy Town Clerk 52 $4,845 to $6,846
Director of Animal Services 85 $10,944 to $15,464
Director of Business Development and Communication 85 $10,944 to $15,464 Director of Finance 85 $10,944 to $15,464
Director of Government Services 85 $10,944 to $15,464
Director of Municipal Services 85 $10,944 to $15,464
Director of Parks and Recreation 85 $10,944 to $15,464
Director of Public Works 85 $10,944 to $15,464
Economic Development Assistant 52 $4,845 to $6,846
Economic Development Manager 71 $7,745 to $10,944
Economic Development Specialist I 58 $5,619 to $7,939
Economic Development Specialist II 64 $6,516 to $9,207
Equipment Operator 47 $4,282 to $6,051
Event Assistant 27 $2,613 to $3,692
Event Coordinator 50 $4,611 to $6,516
Executive Assistant 52 $4,845 to $6,846
Executive Assistant to the Town Manager 54 $5,090 to $7,192 Finance Analyst 66 $6,846 to $9,673
Finance Manager 71 $7,745 to $10,944
Fleet Mechanic 44 $3,976 to $5,619
Geographic Information Systems (GIS) Specialist 54 $5,090 to $7,192 Effective: 05/24/2022
Res#2022-__
Position Classification Range
Monthly
Salary Min To
Monthly
Salary Max
Town of Apple Valley Classification Plan FY 2021-2022
Golf Services Aide 27 $2,613 to $3,692
Golf Services Retail Assistant 33 $3,030 to $4,282
Golf Services Supervisor 51 $4,727 to $6,679
Housing & Community Dev Specialist I 56 $5,348 to $7,557 Housing & Community Dev Specialist II 62 $6,202 to $8,763 Housing Programs Supervisor 64 $6,516 to $9,207
Human Resources Analyst 60 $5,903 to $8,341
Human Resources Assistant 49 $4,499 to $6,357
Human Resources Coordinator 54 $5,090 to $7,192
Human Resources Manager 68 $7,192 to $10,163
Innovation and Technology Coordinator 62 $6,202 to $8,763 Innovation and Technology Officer 75 $8,550 to $12,081
Innovation and Technology Specialist 54 $5,090 to $7,192 Innovation and Technology Technician 48 $4,389 to $6,202 Intern 27 $2,613 to $3,692
Lifeguard 30 $2,814 to $3,976
Maintenance Aide 27 $2,613 to $3,692
Maintenance Supervisor 58 $5,619 to $7,939
Maintenance Worker I 36 $3,263 to $4,611
Maintenance Worker II 40 $3,602 to $5,090
Maintenance Worker, Senior 44 $3,976 to $5,619
Effective: 05/24/2022
Res#2022-__
Position Classification Range
Monthly
Salary Min To
Monthly
Salary Max
Town of Apple Valley Classification Plan FY 2021-2022
Manager of Legislative Affairs and Grants 71 $7,745 to $10,944 Office Assistant 29 $2,745 to $3,879
Office Assistant, Senior 35 $3,184 to $4,499
Park and Recreation Manager 71 $7,745 to $10,944
Parks Supervisor 51 $4,727 to $6,679
Planner, Senior 64 $6,516 to $9,207
Planning Manager 71 $7,745 to $10,944
Pool Manager 36 $3,263 to $4,611
Principal Planner 69 $7,372 to $10,417
Public Information Officer 71 $7,745 to $10,944
Public Relations Specialist 52 $4,845 to $6,846
Public Relations Specialist, Senior 55 $5,217 to $7,372 Public Works Inspector 51 $4,727 to $6,679
Public Works Manager 68 $7,192 to $10,163
Public Works Supervisor 58 $5,619 to $7,939
Public Works Technician 42 $3,785 to $5,348
Records Technician 40 $3,602 to $5,090
Recreation Assistant 33 $3,030 to $4,282
Recreation Coordinator 43 $3,879 to $5,482
Recreation Leader I 27 $2,613 to $3,692
Recreation Leader II 30 $2,814 to $3,976
Effective: 05/24/2022
Res#2022-__
Position Classification Range
Monthly
Salary Min To
Monthly
Salary Max
Town of Apple Valley Classification Plan FY 2021-2022
Recreation Specialist 39 $3,514 to $4,966
Recreation Supervisor 51 $4,727 to $6,679
Registered Veterinary Technician 45 $4,076 to $5,759
Rescue Coordinator 38 $3,429 to $4,845
Special Projects Manager 71 $7,745 to $10,944
Town Clerk 75 $8,550 to $12,081
Town Manager NR $21,058 to $21,058
Effective: 05/24/2022
Res#2022-__
Resolution No. Town of Apple Valley Page 1 of 4
FLSA: Exempt*
Assistant Town Clerk
SUMMARY
Under general supervision, assists the Town Clerk in managing the operations of the Town Clerk’s Office; organizes and supervises the work of staff; develops, coordinates, and administers the Town’s records management program; serves as acting Town Clerk in the Town Clerk’s absence; and performs related duties as assigned.
SUPERVISION RECEIVED AND EXERCISED
Receives general direction from the Director of Government Services. May supervise other professional, technical and administrative support staff as assigned.
ESSENTIAL FUNCTIONS -- Essential functions, as defined under the Americans with Disabilities Act, may include any of the following representative duties, knowledge, and skills. This list is ILLUSTRATIVE ONLY and is not a comprehensive listing of all functions and duties performed by incumbents of this class. Employees are required to be in attendance and prepared to begin work at their assigned work location on the specified days and hours. Factors such as regular attendance at the job are not routinely listed in job descriptions but are an essential function. Management reserves the right to add, modify, change or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. Essential duties and responsibilities may include, but are not limited to, the following:
• Assists in establishing and implementing departmental goals, programs policies and administrative procedures; makes recommendations for budget allocations. • Administers the compilation of the Town Council agenda on behalf of the Town Clerk; examines agenda submittals to ensure compliance with Brown Act and suggests revisions; ensures agenda packets are distributed to the Town Council, Committee members, Town Manager, Town departments and general public in a complete and timely manner. • Attends meetings as required; Compiles original documents, transmittal letters, affidavits and exhibits from Town Council Meeting agenda items; prepares meeting minutes; processes actions resulting from meetings.
• Oversees and participates in the drafting of ordinances and resolutions; ensures proper distribution and recording of ordinances, resolutions, agreements, and deeds. • Assists the Town Clerk in organizing and administering the filing of Statement of Economic Interest and Campaign Statements for elected and appointed Town officials and employees; examine and verify nomination papers from candidates.
• Develops and maintains up-to-date procedures for filing Statement of Economic Interest and campaign financing statements and reporting; notifies affected parties of FPPC requirements and deadlines; answers questions regarding filing issues from Town management, candidates, the media, and the public; indexes, reviews and verifies filings to ensure they are complete and in compliance with specified requirements. • Researches Government Code and monitors document handling practices by Recorder’s Office for compliance with state requirements governing documents that are to be provided to requesting parties without an imposed processing fee.
Resolution No. Town of Apple Valley Page 2 of 4
• Records documents with the County Recorders; supervises the release of bonds and evaluates information for completeness and accuracy.
• Assists with the supervision of the Town’s record archiving, retention, and destruction program; receives, assigns, and processes public records requests. • Researches and prepares reports for review by the Town Clerk and Town Council; conducts analyses, completes surveys, composes correspondence, and prepares and maintains administrative procedures, committee rosters, logs and listings. • Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines. • Acts on behalf of the Town Clerk and manages the operations of the Town Clerk’s office in the absence of this position.
• Performs other duties as assigned.
DISTINGUISHING CHARACTERISTICS
This is the journey level in the class series that is responsible for assisting the Town Clerk with the day-to-day management of the Town Clerk’s Office, performing the more difficult and complex duties, and will act in the absence of the Town Clerk.
MINIMUM QUALIFICATIONS
Education, Training, and Experience Guidelines
An equivalent combination of training and experience that would provide the required knowledge, skills and abilities may be considered. A typical way to obtain the required qualifications would be:
Equivalent to graduation from an accredited four-year college or university with major coursework in business or public administration, or a closely related field of study, and five (5) years of experience in municipal government. A Certified Municipal Clerk or Master Municipal Clerk designation is preferred.
LICENSE AND CERTIFICATION REQUIREMENTS
• Valid California class C driver’s license with satisfactory driving record and automobile insurance.
• License as a Notary Public highly desirable.
Knowledge of:
• Administrative principles and practices, including goal setting, program development, implementation, and evaluation and supervision of staff. • Principles and practices of budget development, administration, and accountability. • Principles, practices, and procedures related to public agency record keeping, municipal elections, and the Town Clerk function.
• Functions, authority, responsibilities, and limitations of an elected Town Council. • Automated and manual records management principles and practices, including legal requirements for recording, retention, and disclosure.
• Applicable Federal, State, and local laws, codes, and regulations. • Principles and practices related to parliamentary procedure and conflict of interest. • Modern office practices, methods, and computer equipment. • Computer applications related to the work.
• English usage, grammar, spelling, vocabulary, and punctuation. • Techniques for dealing effectively with the public, vendors, contractors, and Town staff, in person and over the telephone.
Resolution No. Town of Apple Valley Page 3 of 4
• Techniques for effectively representing the Town in contacts with governmental agencies, community groups, and various business, professional, educational, regulatory, and legislative organizations.
• Techniques for providing a high level of customer service to public and Town staff, in person and over the telephone.
Ability to:
• Recommend and implement goals, objectives, and practices for providing effective and efficient services.
• Meet all legal requirements of the function in a timely and effective manner. • Prepare official minutes, resolutions, and ordinances. • Assist in the coordination of municipal elections within legal guidelines. • Evaluate and recommend improvements in operations, procedures, policies, or methods. • Research, analyze, and recommend new service delivery methods, procedures, and techniques.
• Prepare clear, accurate, and concise reports, correspondence, policies, procedures, and other written materials.
• Analyze, interpret, summarize, and present administrative and technical information and data in an effective manner.
• Interpret, explain, and ensure compliance with Town policies and procedures, complex laws, codes, regulations and ordinances.
• Conduct complex research projects, evaluate alternatives, make sound recommendations, and prepare effective technical staff reports.
• Effectively represent the Town Clerks’ office and the Town in meetings with governmental agencies, community groups, and various businesses, professional, and regulatory organizations and in meetings with individuals.
• Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines. • Operate modern office equipment, including computer equipment and specialized software applications programs.
• Use English effectively to communicate in person, over the telephone, and in writing. • Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines.
• Establish and maintain effective working relationships with those contacted in the course of the work.
PHYSICAL DEMANDS AND WORKING ENVIRONMENT
Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; to operate a motor vehicle and to visit various Town and meeting sites; vision to read printed materials and a computer screen; and hearing and speech to communicate in person, before groups and over the telephone. This is primarily a sedentary office classification although standing in work areas and walking between work areas may be required. Finger dexterity is needed to access, enter and retrieve data using a computer keyboard, typewriter keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects necessary to perform job functions.
Resolution No. Town of Apple Valley Page 4 of 4
Employees work in an office environment with moderate noise levels, controlled temperature conditions and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures.
Is required to attend off-hour and evening meetings.
*FLSA designations cannot be assigned to a class. An employer must show that each employee meets every requirement of the claimed exemption. The FLSA designation listed above is for general administrative guidelines.
Resolution No. Town of Apple Valley Page 1 of 4
FLSA: Exempt*
Deputy Town Clerk
SUMMARY
Under general supervision, provides administrative and program support to the Town Clerk in the preparation of agendas, minutes, and Council actions, in the maintenance of official documents and records, and in managing the functions, services, and operations of the Town Clerk’s office; handles confidential matters and community relations; assists with various Town election processes; provides varied, technical, complex, and specialized office administrative and secretarial support to the Town Clerk, and other Town departments as assigned; coordinates assigned activities with those of other Town departments; acts for the Town Clerk on a relief basis; and performs related work as required.
SUPERVISION RECEIVED AND EXERCISED
Receives general direction from the Director of Government Services/Town Clerk. May exercise technical and functional direction over and provide training to clerical and/or administrative staff on an as-needed basis.
ESSENTIAL FUNCTIONS -- Essential functions, as defined under the Americans with Disabilities Act, may include any of the following representative duties, knowledge, and skills. This list is ILLUSTRATIVE ONLY and is not a comprehensive listing of all functions and duties performed by incumbents of this class. Employees are required to be in attendance and prepared to begin work at their assigned work location on the specified days and hours. Factors such as regular attendance at the job are not routinely listed in job descriptions but are an essential function. Management reserves the right to add, modify, change or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. Essential duties and responsibilities may include, but are not limited to, the following:
• Attends meetings, transcribes and prepares minutes for meetings as assigned by the Town Clerk; in the Town Clerk’s absence, may take minutes of official meetings, including Town Council meetings; transcribes and prepares minutes; prepares minute orders, resolutions, and ordinances in draft or final form; coordinates the review and approval of official actions with the Town Council, Town Manager, Town Clerk, Town Attorney, citizens, community groups, and others.
• Coordinates the preparation of the Town Council agenda; prepares preliminary agenda; assembles agenda materials and supporting documents; arranges for distribution of agenda materials to Town Council, staff, and others; coordinates the review and approval of agendas with the Assistant Town Clerk, Town Clerk, Town Manager, and Assistant Town Manager. • Processes agenda follow-up from Town Council meetings, such as ordinances, resolutions, agreements, and notices of completion.
• Posts agendas, staff reports, and other official records on the Town website. • Participates in retention and destruction of official records in accordance with laws and regulations.
• Assists with the conduct of municipal elections; assists the general public in registering to vote and obtaining polling places.
• Assists with the processing of risk management claims, subpoenas, and summons against the Town.
Resolution No. Town of Apple Valley Page 2 of 4
• Processes subrogation demands, liability waivers, forms and insurance requests on behalf of the Town.
• Provides notary services for the Town and the general public. • Serves as an Agent in the Passport Acceptance Service and processes passport applications. • Responds to staff and public inquiries received and processes public records requests. • Assists the Town Clerk in fulfilling the duties of filing official and filing officer under the conflict of interest and campaign provisions of the Political Reform Act. • Maintains appointment schedules and calendars, arranges meetings and conferences, and prepares and distributes materials.
• Prepares correspondence, reports, forms, and specialized documents related to the Town Clerk’s office from drafts, notes, brief instructions, or corrected copy; proofreads materials for accuracy, completeness, compliance with departmental policies, and correct English usage, including grammar, punctuation, and spelling.
• Performs difficult, complex, technical, and/or specialized office support work, which requires the exercise of independent judgment and the application of technical skills. • Operates standard office equipment, including word processing and spreadsheet hardware and software, facsimile equipment, and multi-line telephones. • May direct the work of other office support staff on a project or day-to-day basis; may train staff in work procedures.
• Performs other duties as assigned.
DISTINGUISHING CHARACTERISTICS
This is the entry level in the class series that is responsible for the administration and daily operations of the Town Clerk’s office, under the direction of the Town Clerk. This classification performs a variety of administrative duties, including assisting in municipal elections, administration of filings, development of the Town Council Agendas, coordination with other Town departments, publication of legal notices, maintenance of the Town’s Municipal Code, and management of various Town contracts. This class is distinguished from administrative and secretarial classes in that the nature, scope, and diversity of responsibilities of this class require a broader understanding of Town functions and the capability of relieving the Town Clerk of dayto-day office administrative and coordinative duties.
MINIMUM QUALIFICATIONS
Education, Training, and Experience Guidelines
An equivalent combination of training and experience that would provide the required knowledge, skills and abilities may be considered. A typical way to obtain the required qualifications would be:
Equivalent to an Associate’s degree from an accredited college with major coursework in business or public administration, political studies, communications, or a related field, and five (5) years of experience in municipal government, preferably with a Town or City Clerk’s Office. A Certified Municipal Clerk or Master Municipal Clerk designation is preferred.
LICENSE AND CERTIFICATION REQUIREMENTS
• License as a Notary Public.
• Certification as a Certified Municipal Clerk is highly desirable.
Knowledge of:
• Basic activities and functions of a Town government and a Town Council.
Resolution No. Town of Apple Valley Page 3 of 4
• Applicable Federal, State, and local codes, regulations, policies, technical processes, and procedures related to the Town Clerk’s office, such as the Brown Act, the Freedom of Information Act, Fair Political Practices Commission rules and regulations, and notary laws. • Modern office administrative and secretarial practices and procedures, including the use of standard office equipment.
• Business letter writing and the standard format for reports and correspondence. • Business arithmetic and basic statistical techniques. • Principles and practices of records management, retention, and proper destruction. • Modern office practices, methods, and computer equipment. • Computer applications related to the work.
• English usage, grammar, spelling, vocabulary, and punctuation. • Techniques for dealing effectively with the public, vendors, contractors, and Town staff, in person and over the telephone.
• Techniques for effectively representing the Town in contacts with governmental agencies, community groups, and various business, professional, educational, regulatory, and legislative organizations.
• Techniques for providing a high level of customer service to public and Town staff, in person and over the telephone.
Ability to:
• Perform responsible technical administrative support work with accuracy, speed, and minimal supervision.
• Provide varied, confidential, and responsible administrative work requiring the use of independent judgment, tact, and discretion.
• Understand the organization and operation of the Town and of outside agencies as necessary to assume assigned responsibilities.
• Interpret, apply, and explain a wide variety of technical policies and procedures, and communicate difficult procedures and regulations to those encountered in the course of work. • Take notes at public meetings and accurately transcribe them. • Compose correspondence and reports independently or from brief instructions. • Organize, maintain, and update Town records database and management systems. • Make accurate arithmetic, financial, and statistical computations. • Enter and retrieve data from a computer with sufficient speed and accuracy. • Type at 60 wpm.
• File materials alphabetically, chronologically, and numerically. • Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines. • Operate modern office equipment, including computer equipment and specialized software applications programs.
• Use English effectively to communicate in person, over the telephone, and in writing. • Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines.
• Establish and maintain effective working relationships with those contacted in the course of the work.
PHYSICAL DEMANDS AND WORKING ENVIRONMENT
Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; to operate a motor vehicle and to visit various Town and meeting sites;
Resolution No. Town of Apple Valley Page 4 of 4
vision to read printed materials and a computer screen; and hearing and speech to communicate in person, before groups and over the telephone. This is primarily a sedentary office classification although standing in work areas and walking between work areas may be required. Finger dexterity is needed to access, enter and retrieve data using a computer keyboard, typewriter keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects necessary to perform job functions.
Employees work in an office environment with moderate noise levels, controlled temperature conditions and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures.
WORKING CONDITIONS
Is required to attend off-hour and evening meetings as assigned. *FLSA designations cannot be assigned to a class. An employer must show that each employee meets every requirement of the claimed exemption. The FLSA designation listed above is for general administrative guidelines.
Resolution No. Town of Apple Valley Page 1 of 5
FLSA: Exempt*
Director of Municipal Services
SUMMARY
The position of Director of Municipal Services is an appointed position by the Town Manager.
Under administrative direction the Director plans, organizes, manages, and provides administrative direction and oversight for all functions and activities of the Municipal Services Department, including maintenance and operations of streets, storm drains, fleets, wastewater collections systems waste management, code enforcement, and Apple Valley Choice Energy (AVCE); coordinates assigned activities with other Town departments, officials, outside agencies, and the public; fosters cooperative working relationships among Town departments and with intergovernmental and regulatory agencies and various public and private groups; provides highly responsible and complex professional assistance to Town management staff in areas of expertise; and performs related work as required.
SUPERVISION RECEIVED AND EXERCISED
Receives administrative direction from the Town Manager. The work provides for a wide variety of independent decision-making, within legal and general policy and regulatory guidelines.
Exercises general direction and supervision over management, professional, technical, and clerical staff through subordinate levels of supervision.
ESSENTIAL FUNCTIONS -- Essential functions, as defined under the Americans with Disabilities Act, may include any of the following representative duties, knowledge, and skills. This list is ILLUSTRATIVE ONLY and is not a comprehensive listing of all functions and duties performed by incumbents of this class. Employees are required to be in attendance and prepared to begin work at their assigned work location on the specified days and hours. Factors such as regular attendance at the job are not routinely listed in job descriptions but are an essential function. Management reserves the right to add, modify, change or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. Essential duties and responsibilities may include, but are not limited to, the following:
• Manages and participates in the development and administration of the department’s budget; directs the forecast of additional funds needed for staffing, equipment, and supplies; directs the monitoring of and approves expenditures; directs the preparation and implementation of budgetary adjustments.
• Selects, trains, motivates, and directs department personnel; evaluates and reviews work for acceptability and conformance with department standards, including program and project priorities and performance evaluations; provides or coordinates staff training; works with employees to correct deficiencies; implements discipline and termination procedures; responds to staff questions and concerns.
• Represents the Municipal Services Department to other Town departments, elected officials, outside agencies, and the general public; explains and interprets departmental programs, policies, and activities; negotiates and resolves significant and controversial issues. • Directs and oversees the grant administration function for the Town (excluding Economic and Community Development); implements, monitors, and reports funding activities according to grant regulations; attends mandatory meetings for Federal, State, and local granting agencies.
Resolution No. Town of Apple Valley Page 2 of 5
• Contributes to the overall quality of the department’s service by developing, reviewing, and implementing policies and procedures to meet legal requirements and Town needs; continuously monitors and evaluates the efficiency and effectiveness of service delivery methods and procedures; assesses and monitors the distribution of work, support systems, and internal reporting relationships; identifies opportunities for improvement; directs the implementation of change.
• Represents the Municipal Services Department to other Town departments, elected officials, outside agencies, and the general public; explains and interprets departmental programs, policies, and activities; negotiates and resolves significant and controversial issues. • Responds to public inquiries and complaints and assists with resolutions and alternative recommendations.
• Conducts a variety of departmental, organizational, and operational studies and investigations; recommends modifications to programs, policies, and procedures as appropriate.
• Coordinates project management of development and construction projects assigned to the department, including negotiating and monitoring contracts and agreements, serving as principal contact for engineering consultants, architects, and contractors, and reviewing progress.
• Provides interpretation of state codes and ordinances regarding enforcement actions being handled by Code Enforcement.
• Reviews enforcement procedures and practices required by Code Enforcement; provides recommendations to ensure efficient and effective comprehensive code enforcement. • Directs, through subordinate levels of management, the Town’s waste management program. • Monitors changes in laws, regulations, and technology that may affect Town or departmental operations; implements policy and procedural changes as required. • Prepares, reviews, and presents staff reports, various management and information updates, and complex reports on special projects as assigned by the Town Manager. • Participates on and makes presentations to the Town Council and a variety of boards and commissions; attends and participates in professional group meetings; stays abreast of new trends and innovations in the field of Municipal Services. • Directs the maintenance and cleaning of facilities, vehicles, and equipment; responsible for fee collections; supervises records maintenance and prepares required reports. • Confers with Town Attorney, other department representatives, and outside agencies regarding code enforcement and animal control issues.
• Maintains and directs the maintenance of working and official departmental files. • Performs other duties as assigned.
DISTINGUISHING CHARACTERISTICS
This is a department head classification that oversees, directs, and participates in all activities of the Municipal Services Department, including short- and long-range planning and development and administration. This class provides assistance to the Town Manager in a variety of administrative, coordinative, analytical, and liaison capacities. Successful performance of the work requires knowledge of public policy, municipal functions, and activities, including the role of an elected Town Council, and the ability to develop, oversee, and implement projects and programs in a variety of areas. Responsibilities include coordinating the activities of the department with those of other departments and agencies and managing and overseeing the complex and varied functions of the department. The incumbent is accountable for accomplishing
Resolution No. Town of Apple Valley Page 3 of 5
departmental planning and operational goals and objectives and for furthering Town goals and objectives within general policy guidelines.
MINIMUM QUALIFICATIONS
Education, Training, and Experience Guidelines
An equivalent combination of training and experience that would provide the required knowledge, skills and abilities may be considered. A typical way to obtain the required qualifications would be:
Equivalent to graduation from an accredited four-year college or university with major coursework in business or public administration or a related field, and seven (7) years of experience in public or private administration or municipal government, with three (3) years of considerable supervisory or administrative experience. Possession of a Master’s Degree is highly desirable.
LICENSE AND CERTIFICATION REQUIREMENTS
• Valid California class C driver’s license with satisfactory driving record and automobile insurance.
• Completion of PC 832 Peace Officers Training class.
Knowledge of:
• Administrative principles and practices, including goal setting, program development, implementation, and evaluation and supervision of staff, either directly or through subordinate levels of supervision.
• Public agency budgetary, contract administration, town-wide administrative practices, and general principles of management related to the functions of the assigned area. • Organizational and management practices as applied to the analysis and evaluation of projects, programs, policies, procedures, and operational needs; principles and practices of municipal government administration.
• Theories, principles, and practices of waste management, code enforcement; evaluating alternatives and making sound recommendations.
• Applicable Federal, State, and local laws, codes, court decisions, and regulations, including administrative and departmental policies concerning the operation of a municipal services department.
• Principles and practices of employee supervision, including work planning, assignment, review and evaluation, and the training of staff in work procedures. • Technical, legal, financial, and public relations problems associated with the management of municipal services programs.
• Methods and techniques for writing and presentations, contract negotiations, mediation and arbitration, business correspondence, and information distribution; research and reporting methods, techniques, and procedures.
• Record keeping principles and procedures.
• Modern office practices, methods, and computer equipment. • Computer applications related to the work.
• English usage, grammar, spelling, vocabulary, and punctuation. • Techniques for dealing effectively with the public, vendors, contractors, and Town staff, in person and over the telephone.
• Techniques for effectively representing the Town in contacts with governmental agencies, community groups, and various business, professional, educational, regulatory, and legislative organizations.
• Techniques for providing a high level of customer service to public and Town staff, in person and over the telephone.
Resolution No. Town of Apple Valley Page 4 of 5
Ability to:
• Develop and implement goals, objectives, policies, procedures, work standards, and internal controls for the department and assigned program areas. • Provide administrative and professional leadership and direction for the Department and the Town.
• Prepare and administer large and complex budgets; allocate limited resources in a costeffective manner. • Interpret, apply, and ensure compliance with Federal, State, and local policies, procedures, laws, and regulations.
• Plan, organize, direct, and coordinate the work of management, supervisory, professional, and technical personnel; delegate authority and responsibility. • Select, train, motivate, and evaluate the work of staff and train staff in work procedures. • Research, analyze, and evaluate new service delivery methods, procedures, and techniques. • Develop, recommend, interpret, and apply state codes and ordinances regarding enforcement actions being handled by Code Enforcement.
• Effectively administer special projects with contractual agreements and ensure compliance with stipulations; effectively administer a variety of Town programs and administrative activities.
• Prepare clear and concise reports, correspondence, policies, procedures, and other written materials.
• Conduct complex research projects, evaluate alternatives, make sound recommendations, and prepare effective technical staff reports.
• Effectively represent the department and the Town in meetings with governmental agencies, community groups and various businesses, professional, and regulatory organizations and in meetings with individuals.
• Establish and maintain a variety of filing, record-keeping, and tracking systems. • Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines. • Operate modern office equipment, including computer equipment and specialized software applications programs.
• Use English effectively to communicate in person, over the telephone, and in writing. • Use tact, initiative, prudence and independent judgment within general policy, procedural, and legal guidelines.
• Establish and maintain effective working relationships with those contacted in the course of the work.
PHYSICAL DEMANDS AND WORKING ENVIRONMENT
Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; to operate a motor vehicle and to visit various Town and meeting sites; vision to read printed materials and a computer screen; and hearing and speech to communicate in person, before groups and over the telephone. This is primarily a sedentary office classification although standing in work areas and walking between work areas may be required. Finger dexterity is needed to access, enter and retrieve data using a computer keyboard, typewriter keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects necessary to perform job functions.
Resolution No. Town of Apple Valley Page 5 of 5
Employees work primarily in an office environment with moderate noise levels, controlled temperature conditions and no direct exposure to hazardous physical substances. Occasionally, employees may work outside with exposure to loud noise levels and may be exposed to inclement weather conditions, animal hair, dust, and potentially hazardous physical substances.
Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures.
*FLSA designations cannot be assigned to a class. An employer must show that each employee meets every requirement of the claimed exemption. The FLSA designation listed above is for general administrative guidelines.
Resolution No. Town of Apple Valley Page 1 of 4
FLSA: Exempt*
Director of Parks and Recreation
SUMMARY
The position of Director of Parks and Recreation is an appointed position by the Town Manager.
Under administrative direction the Director plans, organizes, manages, and provides administrative direction and oversight for all functions and activities of the Parks and Recreation Department, including maintenance and operations of parks and related facilities, recreation programs, special events, municipal golf course and Town facilities; coordinates assigned activities with other Town departments, officials, outside agencies, and the public; fosters cooperative working relationships among Town departments and with intergovernmental and regulatory agencies and various public and private groups; provides highly responsible and complex professional assistance to Town management staff in areas of expertise; and performs related work as required.
SUPERVISION RECEIVED AND EXERCISED
Receives administrative direction from the Town Manager. The work provides for a wide variety of independent decision-making, within legal and general policy and regulatory guidelines.
Exercises general direction and supervision over management, professional, technical, and clerical staff through subordinate levels of supervision.
ESSENTIAL FUNCTIONS -- Essential functions, as defined under the Americans with Disabilities Act, may include any of the following representative duties, knowledge, and skills. This list is ILLUSTRATIVE ONLY and is not a comprehensive listing of all functions and duties performed by incumbents of this class. Employees are required to be in attendance and prepared to begin work at their assigned work location on the specified days and hours. Factors such as regular attendance at the job are not routinely listed in job descriptions but are an essential function. Management reserves the right to add, modify, change or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. Essential duties and responsibilities may include, but are not limited to, the following:
• Plans, manages, and oversees the daily functions, operations, and activities of the Parks and Recreation Department including multiple comprehensive recreation programs, such as youth programs, aquatics, youth sports, adult sports, summer programs, after-school programs, special interest classes, centralized registration for classes and events, and special events; oversees operations of recreation and sports facilities, including athletic fields, park lands, swimming pool, recreation centers, golf course, and community centers. • Manages and participates in the development and administration of the department’s budget; directs the forecast of additional funds needed for staffing, equipment, and supplies; directs the monitoring of and approves expenditures; directs the preparation and implementation of budgetary adjustments.
• Ensures that the Department’s programs are implemented in a manner consistent with the Town’s goals and policies; determines major departmental policies, performs short- and longrange planning activities, and sets direction, goals, objectives, and priorities for the department.
Resolution No. Town of Apple Valley Page 2 of 4
• Selects, trains, motivates, and directs department personnel; evaluates and reviews work for acceptability and conformance with department standards, including program and project priorities and performance evaluations; provides or coordinates staff training; works with employees to correct deficiencies; implements discipline and termination procedures; responds to staff questions and concerns.
• Represents the Parks and Recreation Department to other Town departments, elected officials, outside agencies, and the general public; explains and interprets departmental programs, policies, and activities; negotiates and resolves significant and controversial issues. • Responds to public inquiries and complaints and assists with resolutions and alternative recommendations.
• Conducts a variety of departmental, organizational, and operational studies and investigations; recommends modifications to programs, policies, and procedures as appropriate. • Monitors changes in laws, regulations, and technology that may affect Town or departmental operations; implements policy and procedural changes as required. • Prepares, reviews, and presents staff reports, various management and information updates, and complex reports on special projects as assigned by the Town Manager. • Provides staff support for the Town’s Park and Recreation Commission. • Participates on and makes presentations to the Town Council and a variety of boards and commissions; attends and participates in professional group meetings; stays abreast of new trends and innovations in the field of Parks and Recreation. • Directs the maintenance and cleaning of parks, facilities, vehicles, and equipment; responsible for fee collections; supervises records maintenance and prepares required reports. • Maintains close contact with school officials and community groups regarding program offerings and coordination of services.
• Facilitates the use of all Town and School District athletic resources to community sports organizations
• Performs other duties as assigned.
DISTINGUISHING CHARACTERISTICS
This is a department head classification that oversees, directs, and participates in all activities of the Parks and Recreation Department, including short- and long-range planning and development and administration. This class provides assistance to the Town Manager in a variety of administrative, coordinative, analytical, and liaison capacities. Successful performance of the work requires knowledge of public policy, municipal functions, and activities, including the role of an elected Town Council, and the ability to develop, oversee, and implement projects and programs in a variety of areas. Responsibilities include coordinating the activities of the department with those of other departments and agencies and managing and overseeing the complex and varied functions of the department. The incumbent is accountable for accomplishing departmental planning and operational goals and objectives and for furthering Town goals and objectives within general policy guidelines.
MINIMUM QUALIFICATIONS
Education, Training, and Experience Guidelines
An equivalent combination of training and experience that would provide the required knowledge, skills and abilities may be considered. A typical way to obtain the required qualifications would be:
Equivalent to graduation from an accredited four-year college or university with major coursework in recreation, physical education, business or public administration, or a related field, and seven (7) years of experience in community services and recreational programs, including two (3) years
Resolution No. Town of Apple Valley Page 3 of 4
of considerable supervisory or administrative experience. Possession of a master’s degree is highly desirable.
LICENSE AND CERTIFICATION REQUIREMENTS
• Valid California class C driver’s license with satisfactory driving record and automobile insurance.
Knowledge of:
➢ Administrative principles and practices, including goal setting, program development, implementation and evaluation, project management, and supervision of staff, either directly or through subordinate levels of supervision.
➢ Principles and practices of budget administration.
➢ Principles and practices of employee supervision, including work planning, assignment, review and evaluation, and the training of staff in work procedures. ➢ Applicable Federal, State, local laws, codes, and regulations related to the development, implementation, and administration of recreation programs, as well as facilities operations and maintenance.
➢ Principles and practices of contract administration and evaluation. ➢ Organization and management practices as applied to the development, analysis, and evaluation of programs, policies, and operational needs of the assigned division. ➢ General principles of risk management related to the functions of the assigned area. ➢ Recent and on-going developments, current literature, and sources of information related to the recreation and facilities operations and maintenance. ➢ Record keeping principles and procedures.
➢ Modern office practices, methods, and computer equipment. ➢ Computer applications related to the work.
➢ English usage, grammar, spelling, vocabulary, and punctuation. ➢ Techniques for dealing effectively with the public, vendors, contractors, and Town staff, in person and over the telephone.
➢ Techniques for effectively representing the Town in contacts with governmental agencies, community groups, various business, professional, educational, regulatory, and legislative organizations.
➢ Techniques for providing a high level of customer service to public and Town staff, in person and over the telephone.
Ability to:
• Recommend and implement goals, objectives, and practices for providing effective and efficient services.
• Manage and monitor complex projects, on time, and within budget. • Plan, organize, schedule, assign, review, and evaluate the work of staff. • Train staff in work procedures.
• Evaluate and develop improvements in operations, procedures, policies, or methods. • Research, analyze, and evaluate new service delivery methods, procedures, and techniques. • Prepare clear and concise reports, correspondence, policies, procedures, and other written materials.
• Analyze, interpret, summarize, and present administrative and technical information and data in an effective manner.
• Interpret, explain, and ensure compliance with Town policies and procedures, complex laws, codes, regulations, and ordinances.
Resolution No. Town of Apple Valley Page 4 of 4
• Conduct complex research projects, evaluate alternatives, make sound recommendations, and prepare effective technical staff reports.
• Effectively represent the division and the Town in meetings with governmental agencies, community groups, various businesses, professional, and regulatory organizations, and in meetings with individuals.
• Establish and maintain a variety of filing, record-keeping, and tracking systems. • Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines. • Operate modern office equipment, including computer equipment and specialized software applications programs.
• Use English effectively to communicate in person, over the telephone, and in writing. • Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines.
• Establish and maintain effective working relationships with those contacted in the course of the work.
PHYSICAL DEMANDS AND WORKING ENVIRONMENT
Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; to operate a motor vehicle, and to visit various Town and meeting sites; vision to read printed materials and a computer screen; and hearing and speech to communicate in person, before groups, and over the telephone. This is primarily a sedentary office classification although standing in and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard, typewriter keyboard, or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information.
Employees must possess the ability to lift, carry, push, and pull materials and objects necessary to perform job functions.
While performing the duties of this job, the employee occasionally works in outside weather conditions. The employee is occasionally exposed to wet and/or humid conditions and toxic or caustic chemicals. Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances.
Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures.
*FLSA designations cannot be assigned to a class. An employer must show that each employee meets every requirement of the claimed exemption. The FLSA designation listed above is for general administrative guidelines.
Resolution No.2019-32 Town of Apple Valley Page 1 of 3
FLSA: Exempt*
Executive Assistant
SUMMARY
Under general supervision, provides varied, complex, and confidential office administrative and executive support the Assistant Town Manager; conducts projects and administers limited programs; performs technical support work related to the responsibilities of the Assistant Town Manager; and performs related work as required.
SUPERVISION RECEIVED AND EXERCISED
Receives general supervision from the Assistant Town Manager. No direct supervision of staff is exercised.
ESSENTIAL FUNCTIONS -- Essential functions, as defined under the Americans with Disabilities Act, may include any of the following representative duties, knowledge, and skills. This list is ILLUSTRATIVE ONLY and is not a comprehensive listing of all functions and duties performed by incumbents of this class. Employees are required to be in attendance and prepared to begin work at their assigned work location on the specified days and hours. Factors such as regular attendance at the job are not routinely listed in job descriptions but are an essential function. Management reserves the right to add, modify, change or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. Essential duties and responsibilities may include, but are not limited to, the following:
• Receives and screens visitors, telephone calls, emails, and regular mail; provides information and resolves issues for Town staff, other organizations, and the public, which often requires the use of judgment and the interpretation of policies, rules, and procedures. • Organizes and maintains various administrative, confidential, reference, and follow-up files and records; updates resources materials.
• Prepares public meeting agendas; posts and uploads to the Town website; delivers agendas and exhibits; processes public hearing notices and sends out for publication. • Performs a variety of support duties to include typing reports and correspondence, collecting and compiling data, making travel arrangements for staff, entering data into appropriate computer system, and maintaining records and files.
• Processes bills and invoices for payment; prepares and transmits a variety of financial documents; assists in budget preparation and maintains records of purchase orders, expense statements, and other fiscal transactions.
• Tracks department expenditures to ensure compliance with the budget; enters purchase requisitions into computer system; prepares invoices; prepares draft changes to municipal fee schedule for department.
• Provides general housing information to contractors and the public related to department and Town policies and procedures; evaluates and determines eligibility for housing program applicants.
• Reviews loan applications and prepares related documents; prepares demand payments for rehabilitation loans; calculates share of equity for down payment assistant loans; monitors loan recipients for compliance and Housing and Urban Development (HUD) reporting requirements. • Maintains records and files related to Town rehabilitation, Community Development Block Grants (CDBG), and similar programs.
Resolution No.2019-32 Town of Apple Valley Page 2 of 3
• Acts as the Town’s representative and liaison on relevant topics, including responding to questions and comments from the public in a courteous and timely manner and collaborating with involved parties to reach resolutions on identified issues. • Performs related duties as required or assigned.
DISTINGUISHING CHARACTERISTICS
This is an advanced level class in the administrative office support series. Incumbents with an appropriate educational or equivalent technical background learn and perform a variety of complex and confidential office administrative, project coordination, and management support work for the Town Manager, Town Council, and associated staff. This class is distinguished from the Executive Assistant to the Town Manager in that the latter requires the highest level of discretion and independent judgment and performs the most complex administrative office support functions.
MINIMUM QUALIFICATIONS
Education, Training, and Experience Guidelines
An equivalent combination of training and experience that would provide the required knowledge, skills and abilities may be considered. A typical way to obtain the required qualifications would be:
High school diploma or GED equivalent AND two (2) years of experience providing administrative support to executive level management; OR an equivalent combination of education, training, and experience. A bachelor’s degree from an accredited college with major coursework in business or public administration, or a related field, is highly desired.
LICENSE AND CERTIFICATION REQUIREMENTS
• Valid California class C driver’s license with satisfactory driving record and automobile insurance.
• Must be a Notary Public or obtain license within six (6) months of hire.
Knowledge of:
• Microsoft Office Suite.
• Applicable codes, regulations, policies, technical processes, and procedures. • Project coordination and implementation procedures.
• Standard office administrative and secretarial practices and procedures, including the use of standard office equipment.
• Business letter writing and the standard format for reports and correspondence. • Records management principles and practices.
• Business arithmetic and basic statistical techniques. • Modern office practices, methods, and computer equipment. • Computer applications related to the work.
• English usage, grammar, spelling, vocabulary, and punctuation. • Techniques for dealing effectively with the public, vendors, contractors and Town staff, in person and over the telephone.
• Techniques for providing a high level of customer service to public and Town staff, in person and over the telephone.
Ability to:
• Provide varied, confidential, and responsible secretarial and office administrative work requiring the use of independent judgment, tact, and discretion.
Resolution No.2019-32 Town of Apple Valley Page 3 of 3
• Respond to and effectively prioritize multiple phone calls, walk-up traffic, and other requests and interruptions.
• Interpret and implement policies, procedures, technical processes, and computer applications. • Analyze and resolve office administrative and procedural concerns and make process improvement changes to streamline procedures.
• Plan, organize, schedule, assign, review, and evaluate the work of staff, as assigned. • Perform basic research and prepare reports and recommendations. • Compose correspondence and reports independently or from brief instructions. • Establish and maintain a records management system.
• Make accurate arithmetic and statistical calculations. • Use English effectively to communicate in person, over the telephone, and in writing. • Organize own work, coordinate projects, set priorities, meet critical deadlines, and follow-up on assignments with a minimum of direction.
• Take notes rapidly and accurately transcribe own notes. • Establish and maintain a variety of filing, record-keeping, and tracking systems. • Operate modern office equipment including computer equipment and specialized software applications programs.
• Use English effectively to communicate in person, over the telephone, and in writing. • Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines.
• Establish and maintain effective working relationships with those contacted in the course of the work.
PHYSICAL DEMANDS AND WORKING ENVIRONMENT
Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; to operate a motor vehicle and to visit various Town and meeting sites; vision to read printed materials and a computer screen; and hearing and speech to communicate in person, before groups, and over the telephone. This is primarily a sedentary office classification although standing in work areas and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard, typewriter keyboard, or calculator, and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects necessary to perform job functions.
Employees work in an office environment with moderate noise levels, controlled temperature conditions and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures.
*FLSA designations cannot be assigned to a class. An employer must show that each employee meets every requirement of the claimed exemption. The FLSA designation listed above is for general administrative guidelines.
Resolution No. Town of Apple Valley Page 1 of 3
FLSA: Non-Exempt*
Golf Services Aide
SUMMARY
Under direct supervision, assists in conducting activities and programs in connection with the Town’s municipal Golf Course and Pro Shop; provides responsible customer service to program participants; assists with the maintenance of the golf course cart fleet; performs other duties as assigned.
SUPERVISION RECEIVED AND EXERCISED
Receives immediate supervision from the Golf Services Supervisor; may receive technical and functional direction from higher-level or more experienced staff. No supervision of staff exercised.
ESSENTIAL FUNCTIONS -- Essential functions, as defined under the Americans with Disabilities Act, may include any of the following representative duties, knowledge, and skills. This list is ILLUSTRATIVE ONLY and is not a comprehensive listing of all functions and duties performed by incumbents of this class. Employees are required to be in attendance and prepared to begin work at their assigned work location on the specified days and hours. Factors such as regular attendance at the job are not routinely listed in job descriptions but are an essential function. Management reserves the right to add, modify, change or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. Essential duties and responsibilities may include, but are not limited to, the following:
• Greets and assists members of the public when they arrive to the golf course. • Assists with answering questions from the public regarding gold course programs and services either in person or over the phone.
• Maintains the condition of golf carts with specific attention to their cleanliness and appearance.
• Communicates the need for supplies necessary for day-to-day operations of their given areas.
• Follows procedures for proper opening and closing of the cart and range operations. • Assists with Pro Shop operations and sales.
• Assists with day-to-day golf reservations by reserving tee times and lessons, check-in customers, and receiving payments.
• Performs other duties as assigned.
DISTINGUISHING CHARACTERISTICS
This is the entry level in the Golf Services series. Incumbents of this classification have a wide range of responsibilities that relate to assisting with the overall operation of the Town’s municipal Golf Course. Work is generally reviewed in progress and upon completion. Incumbents are expected to refer matters that do not fit a clear pattern to the supervisor for instructions. This class is distinguished from the Golf Services Retail Assistant in that the latter has more responsibility within golf course operations, and/or administrative functions.
MINIMUM QUALIFICATIONS
Education, Training, and Experience Guidelines
An equivalent combination of training and experience that would provide the required knowledge, skills and abilities may be considered. A typical way to obtain the required qualifications would be:
Equivalent to the completion of the twelfth (12th) grade AND a minimum on one (1) years’ experience in customer service. Must be available for weekend, holidays, and shift work.
LICENSE AND CERTIFICATION REQUIREMENTS
• Valid California class C driver’s license with satisfactory driving record and automobile insurance.
Knowledge of:
• Principles, practices, methods, techniques, procedures, and customer service delivery needs related to the program area(s) to which assigned.
• Applicable Federal, State, and local laws, regulations, codes, and guidelines related to the program area(s) and facilities to which assigned.
• Applicable safety precautions and procedures related to the program area(s) and facilities to which assigned.
• Principles, practices, and methods, of retail sales, merchandising and cash handling. • Modern office practices, methods, and computer equipment. • Computer applications related to the work.
• English usage, grammar, spelling, vocabulary, and punctuation. • Techniques of dealing with individuals of various ages and from various socio-economic groups and for effectively representing the Town in contacts with users and the community. • Techniques for providing a high level of customer service to public and Town staff, in person and over the telephone.
• Applicable Federal, State, and local laws, regulations, codes, and guidelines related to the program area(s) and facilities to which assigned.
Ability to:
• Learn, interpret, apply, and explain Federal, State, and local policies, procedures, laws, and regulations related to the assigned program area(s).
• Provide courteous assistance to facility patrons.
• Work in a golf retail sales environment.
• Understand and carry out both oral and written instructions in an independent and timely manner.
• Organize own work, set priorities, and meet critical time deadlines. • Operate modern office equipment, including computer equipment and specialized software application programs.
• Learn basic golf cart maintenance.
• Use English effectively to communicate in person, over the telephone, and in writing. • Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines.
• Collects and records program fees.
• Establish and maintain effective working relationships with those contacted in the course of the work.
PHYSICAL DEMANDS AND WORKING ENVIRONMENT
Must possess mobility to work in a standard office and/or recreational facility setting and use standard office and/or recreation equipment, including a computer; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard, or calculator, and to operate standard office equipment. Positions in this classification frequently bend, stoop, kneel, reach, climb, and walk on uneven surfaces and push and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects necessary to perform job functions.
Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees within this classification will work outdoors and may be exposed to inclement weather conditions and hot and cold temperatures. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. May be required to work weekends, holidays and/or shift work.
*FLSA designations cannot be assigned to a class. An employer must show that each employee meets every requirement of the claimed exemption. The FLSA designation listed above is for general administrative guidelines.
Resolution No. Town of Apple Valley Page 1 of 3
FLSA: Non-Exempt*
Golf Services Retail Assistant
SUMMARY
Under general supervision, assists the Golf Services Supervisor with daily operations of the Pro Shop, including opening and closing of the Pro Shop, answering calls, making golf reservations, assist in receiving, pricing, merchandising, managing, and maintaining inventory of retail goods.
Performs other duties as assigned
SUPERVISION RECEIVED AND EXERCISED
Receives general supervision from the Golf Services Supervisor. May exercise technical and functional direction over assigned part-time or seasonal staff.
ESSENTIAL FUNCTIONS -- Essential functions, as defined under the Americans with Disabilities Act, may include any of the following representative duties, knowledge, and skills. This list is ILLUSTRATIVE ONLY and is not a comprehensive listing of all functions and duties performed by incumbents of this class. Employees are required to be in attendance and prepared to begin work at their assigned work location on the specified days and hours. Factors such as regular attendance at the job are not routinely listed in job descriptions but are an essential function. Management reserves the right to add, modify, change or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. Essential duties and responsibilities may include, but are not limited to, the following:
• Administers point of sales transactions and maintain the day-to-day golf reservation systems by reserving tee times and lessons, check-in customers, and receiving payments. • Provides excellent customer service.
• Handles telephone calls and assist in golf shop operations. • Prepares and maintains a variety of files and reports on a daily, weekly, monthly, and annual basis relating to the functions of assigned facilities. • Receives cash and other forms of payment, such as checks and credit cards, for designated items; makes appropriate change; reconciles petty cash and cash drawers in an accurate and timely manner; processes refund requests and distributes to the appropriate personnel for approval; follows up with customers on outstanding payments for all private rentals. • Understands and monitor the tee sheet and be able to communicate play restrictions as it relates to guests, accompanied and unaccompanied groups while consistently maintaining communications and coordination with the starter and outside services. • Provides full tournament and event enrollment functions for members including event dates, format explanation, handicap requirements, and opening/closing dates for event registration. • Helps coordinate sales to move slow inventory and season ending markdowns. • Utilizes the club specific point of sale system to accurately execute golf shop sales, inventory control and the receiving of inventory.
• Creates visual merchandising displays and assist in rearranging the Pro Shop periodically. • Monitors special orders and contact members upon arrival. • Accurately logs and charge members and guests for golf fees. • Follows procedures in opening and closing the Pro Shop. • Assists with the maintenance of the golf course’s cart fleet. • Performs other duties as assigned.
DISTINGUISHING CHARACTERISTICS
This is the journey level in the Golf Services series. Incumbents, under the direction of the Golf Services Supervisor, have a wide range of responsibilities that relate to assisting with the overall operation of the Town’s municipal Golf Course. Work is generally reviewed in progress and upon completion. This class is distinguished from the Golf Services Supervisor in that the latter assumes broader responsibilities requiring a higher level of comprehensive knowledge of and more experience in the development and provision of golf course operations, the ability to organize and oversee the work of staff, and the ability to execute significant administrative responsibilities.
MINIMUM QUALIFICATIONS
Education, Training, and Experience Guidelines
An equivalent combination of training and experience that would provide the required knowledge, skills and abilities may be considered. A typical way to obtain the required qualifications would be:
Equivalent to the completion of the twelfth (12th) grade AND a minimum of two (2) years’ experience in retail or customer service. Golf course operations experience is highly desired.
LICENSE AND CERTIFICATION REQUIREMENTS
• Valid California class C driver’s license with satisfactory driving record and automobile insurance.
Knowledge of:
• Departmental practices and procedures and applicable Town policies. • Word processing methods, techniques, and programs; general accounting methods, procedures, and terminology; database and spreadsheet applications and programs. • Principles, practices, and methods, of retail sales, merchandising and cash handling. • Basic recreational, cultural, and social needs of the community. • Strong organization, computer, and communication skills. • Applicable Federal, State, and local laws, regulations, codes, and guidelines related to the program area(s) and facilities to which assigned.
• Basic mathematics and statistical principles.
• Record keeping principles and procedures.
• Modern office practices, methods, and computer equipment. • Computer applications related to the work.
• English usage, grammar, spelling, vocabulary, and punctuation. • Techniques for providing a high level of customer service to members of the public and Town staff, in person and over the telephone.
Ability to:
• Learn, interpret, apply, and explain Federal, State, and local policies, procedures, laws, and regulations related to the assigned program area(s).
• Prepare written narratives, correspondence, notices, and/or other marketing materials or reports in a clear and concise format.
• Maintain and update a variety of files and records, including confidential documentation. • Understand and carry out both oral and written instructions in an independent and timely manner.
• Organize own work, set priorities, and meet critical time deadlines. • Operate modern office equipment, including computer equipment and specialized software application programs.
• Use English effectively to communicate in person, over the telephone, and in writing.