1.000 1.500
0.000
WI RELESS
®
0.500
1.125
1.250
2.000
2.500
2.875
7545 IRVINE CENTER DR. SUITE 250,
IRVINE, CALIFORNIA 92618
3.500
4.000
PLANS PREPARED BY:
.562ꢂ (8)
.437ꢂ (56)
NO. R4150A4 INSULATOR
NO. WBKT1 WALL BRACKETS
EXOTHERMIC WELD CONNECTION
15'-0" TAIL
MANUFACTURER: HARGER
DGS
PART NO. TGBIT14424EIGTP OR
TGBIT14424MIGTP
CONSULTING ENGINEERING SERVICES LLC
OUTDOOR CABINET GROUNDING
NO
SCALE 8
7 6
GROUNDING BAR ASSEMBLY
NO
SCALE 3
2 1
LICENSURE:
NO. 2 SOLID TINNED
CONDUCTOR
VSC2QV3C CADWELD CONNECTION
FOR 2"-4" ꢂ STEEL PIPE WITH C115
WELD METAL
NO. 5810, 5/8" X 10' COPPER
CLAD GROUND ROD
4/0 STRANDED BARE CONDUCTOR
CONDUIT CLAMP
SSC1T CADWELD MOLD
WITH C32 WELD METAL
12" MIN. LENGTH UNISTRUT P1000
(TYP.)
6 D-4
IT IS A VIOLATION OF LAW FOR ANY PERSON,
UNLESS THEY ARE ACTING UNDER THE DIRECTION
OF A LICENSED PROFESSIONAL ENGINEER,
TO ALTER THIS DOCUMENT.
NO. 2 SOLID TINNED
CONDUCTORNEOPRENE WASHER ꢃ
THREADED ROD (TYP.)
VSC1TV3C CADWELD CONNECTION
FOR (1) 1/4"-4"ꢂ STEEL PIPE WITH
C45 WELD METAL
DRAWN BY:
DC
CHECKED BY:
GH
APPROVED BY:
GH
PCC1T1T CADWELD MOLD
WITH C45 WELD METAL
RFDS REV #: 1 08/31/2023
NO. 2 SOLID TINNED
CONDUCTOR
NO. 2 SOLID TINNED
CONDUCTOR CONSTRUCTION
DOCUMENTS
TYPICAL GPS UNIT GROUNDING
NO
SCALE CAD WELDS
NO
SCALE 5 MISC. CAD WELDS
NO
SCALE SUBMITTALS
REV DATE DESCRIPTION
09/27/2023 90% CONSTRUCTION
11/15/2023 100% CONSTRUCTION
04/19/2024 LANDLORD REVISION
05/28/2024 CLIENT REVISION
EXTERNAL
TOOTHED
INSPECTION WINDOW IN
BARREL, REQUIRED FOR
ALL INTERIOR TWO-HOLE
CONNECTORS
CLEAR HEAT
SHRINK
CONDUCTOR INSULATION TO
BUTT UP AGAINST THE
CONNECTOR BARREL1. EXOTHERMIC WELD (2) TWO, #2 AWG BARE TINNED SOLID COPPER CONDUCTORS TO GROUND BAR. ROUTE CONDUCTORS TO BURIED GROUND RING AND PROVIDE PARALLEL EXOTHERMIC WELD.
2. ALL GROUND BARS SHALL BE STAMPED IN TO THE METAL "IF STOLEN DO NOT RECYCLE." THE CONTRACTOR SHALL USE PERMANENT MARKER TO DRAW THE LINES BETWEEN EACH SECTION AND LABEL EACH SECTION ("P", "A", "I") WITH 1" HIGH LETTERS.
3/8" DIA ꢀ1 1/2"
S/S NUT
3. ALL HARDWARE SHALL BE STAINLESS STEEL 3/8" DIAMETER OR LARGER. ALL HARDWARE 18-8 STAINLESS STEEL INCLUDING LOCK WASHERS, COAT ALL SURFACES WITH AN ANTI-OXIDANT COMPOUND BEFORE MATING.
SPECTRUM SERVICES INC. PROJECT NUMBER
S/S LOCK
WASHER
LSSNA03046C4. FOR GROUND BOND TO STEEL ONLY: INSERT A CADMIUM FLAT WASHER BETWEEN LUG AND STEEL, COAT ALL SURFACES WITH AN ANTI-OXIDANT COMPOUND BEFORE MATING. DISH WIRELESS PROJECT NUMBER LSSNA03046CS/S FLAT
WASHER
5. DO NOT INSTALL CABLE GROUNDING KIT AT A BEND AND ALWAYS DIRECT GROUND CONDUCTOR DOWN TO GROUNDING BUS.
5546 BERYL STREET
RANCHO CUCAMONGA, CA 917376. NUT & WASHER SHALL BE PLACED ON THE FRONT SIDE OF THE GROUND BAR AND BOLTED ON THE BACK SIDE.
7. ALL GROUNDING PARTS AND EQUIPMENT TO BE SUPPLIED AND INSTALLED BY CONTRACTOR.
S/S FLAT
WASHER
METER ADDRESS:
5704 BERYL STREET8. THE CONTRACTOR SHALL BE RESPONSIBLE FOR INSTALLING ADDITIONAL GROUND BAR AS REQUIRED, PROVIDING 50% SPARE CONNECTION POINTS.
S/S BOLT (1
OF 2)
SHEET TITLE
9. ENSURE THE WIRE INSULATION TERMINATION IS WITHIN 1/8" OF THE BARREL (NO SHINERS).
GROUNDING DETAILS
AND NOTES
DO NOT
DISCONNECT1/16" MINIMUM SPACING
1/16" MINIMUM SPACING
SHEET NUMBER
TYPICAL GROUNDING NOTES
NO
SCALE TYPICAL EXTERIOR TWO HOLE LUG
NO
SCALE 4 TYPICAL INTERIOR TWO HOLE LUG
NO
SCALE
CADWELD
CONNECTION
2" X 1" SOLID
STEEL 1'-0"
GATE INCLUDE WARNING TAPE WITH
BACKFILL PER SPECIFICATIONSGATE-TO-POST
FLEXIBLE GROUND
CONNECTION
SOLID METAL
GATE
WI RELESS
®
CADWELD
CONNECTION
7545 IRVINE CENTER DR. SUITE 250,
IRVINE, CALIFORNIA 92618
#2 AWG SOLID, TINNED, COPPER
CONDUCTOR EXTEND TO OPPOSITE FENCE
POST FOR BURIED GATE JUMPER PLANS PREPARED BY:
CADWELD (TYPE TA) GROUND RING, #2 AWG SOLID
BARE TINNED COPPER
CONDUCTOR#2 AWG SOLID, TINNED BARE
COPPER CONDUCTOR TO
EQUIPMENT GROUNG RING
TO GROUND RING CADWELD
EQUIPMENT GROUND RING #2
AWG SOLID, TINNED, BARE
COPPER CONDUCTOR
CONNECTION
DGS
CADWELD (TYPE NC)
CONSULTING ENGINEERING SERVICES LLC
NOT USED
NOT USED
NOT USED
NO
SCALE 9
8 7
GATE GROUNDING DETAIL
NO
SCALE 6
5 4
TYPICAL GROUND RING TRENCH
NO
SCALE 3
2 1
LICENSURE:
PIPE#2 TINNED SOLID IN 1/2" MIN. LIQUID TIGHT
CONDUIT FROM 24" BELOW GRADE TO WITHIN
3" TO 6" OF CAD-WELD TERMINATION POINT.
EXPOSED END OF THE LIQUID TIGHT CONDUIT
MUST BE SEALED WITH SILICONE CAULK.
GRADE
WEATHERPROOFING KIT
(SEE NOTE 3) IT IS A VIOLATION OF LAW FOR ANY PERSON,
UNLESS THEY ARE ACTING UNDER THE DIRECTION
OF A LICENSED PROFESSIONAL ENGINEER,
TO ALTER THIS DOCUMENT.CADWEL (TYP) GROUND RING
DRAWN BY:
DC
CHECKED BY:
GH
APPROVED BY:
GH2/0 BARE COPPER WIRE STRANDED
COPPER CONDUCTOR WITH THWN-2
INSULATION GROUNDED TO GROUND
BAR (SEE NOTES 1 & 2)
TIE INTO EXISTING
GROUND RING RFDS REV #: 1 08/31/2023
CONSTRUCTION
DOCUMENTS
CONNECTION OF HYBRID CABLE GROUNDING KIT
TO HYBRID TRUNK
NO
SCALE
NO
SCALE TRANSITIONING GROUND DETAIL
NO
SCALE SUBMITTALS
REV DATE DESCRIPTION
09/27/2023 90% CONSTRUCTION
11/15/2023 100% CONSTRUCTION
04/19/2024 LANDLORD REVISION
05/28/2024 CLIENT REVISION
NOTES
CABLE GROUNDING NOT REQUIRED WHEN
ANTENNA IS LESS THAN 10' FROM CABINET
NOTE: MINIMUM OF 3 THREADS TO
BE VISIBLE (TYP)
S/S BOLT (TYP)
S/S SPLIT WASHER (TYP)
S/S FLAT WASHER (TYP)
SPECTRUM SERVICES INC. PROJECT NUMBER
LSSNA03046C2 HOLE LONG BARREL
TINNED SOLID COPPER
LUG (TYP) DISH WIRELESS PROJECT NUMBER
LSSNA03046C
S/S FLAT WASHER (TYP)
S/S NUT (TYP)
TIN COATED SOLID COPPER
BUS BAR 5546 BERYL STREET
RANCHO CUCAMONGA, CA 91737
CHERRY INSULATOR
INSTALLED IF REQUIRED METER ADDRESS:
5704 BERYL STREET
SHEET TITLE
GROUNDING DETAILS
SHEET NUMBER
2/0 BARE COPPER WIRE
COPPER CONDUCTOR
EXTERIOR GROUND RING
NO
SCALE TYPICAL TEST GROUND ROD WITH INSPECTION SLEEVE
NO
SCALE LUG DETAIL
NO
SCALE
LOW BANDS (N71ꢊN26)
OPTIONAL - (N29)
AWS
(N66ꢊN70ꢊH-BLOCK)
WI RELESS
®
LOW-BAND RRH
(600 MHꢝ N71 BASEBAND) ꢊ
(850 MHꢝ N26 BAND) ꢊ
(700 MHꢝ N29 BAND) - OPTIONAL PER MARKET CBRS TECH
(3 GHꢝ)
NEGATIVE SLANT PORT
ON ANT/RRH
7545 IRVINE CENTER DR. SUITE 250,
IRVINE, CALIFORNIA 92618ADD FREQUENCY COLOR TO SECTOR BAND (CBRS WILL USE YELLOW BAND)
ALPHA SECTOR BETA SECTOR GAMMA SECTOR
SPECTRUM SERVICES, LLC.
4850 W. OQUENDO ROAD
LAS VEGAS, NEVADA 89118
PH. (702) 367-7705
MID-BAND RRH
(AWS BANDS N66ꢊN70)
ADD FREQUENCY COLOR TO SECTOR
BAND
(CBRS WILL USE YELLOW BANDS)
NO
3 2
1 SCALE
INCLUDE SECTOR BANDS BEING SUPPORTED
ALONG WITH FREQUENCY BANDS.
03/31/26EXAMPLE 1 - HYBRID, OR DISCREET,
SUPPORTS ALL SECTORS, BOTH LOW-BANDS
AND MID-BANDS.
EXAMPLE 2 - HYBRID, OR DISCREET,
SUPPORTS CBRS ONLY, ALL SECTORS.
EXAMPLE 3 - MAIN COAX WITH GROUND
MOUNTED RRHꢁ.
IT IS A VIOLATION OF LAW FOR ANY PERSON,
UNLESS THEY ARE ACTING UNDER THE DIRECTION
OF A LICENSED PROFESSIONAL ENGINEER,
TO ALTER THIS DOCUMENT.
LOW-BAND HHR FIBER CABLES HAVE
SECTOR STRIPE ONLY. DRAWN BY:
DC
CHECKED BY:
GH
APPROVED BY:
GH
RFDS REV #: 1 08/31/2023
CONSTRUCTION
DOCUMENTS
LOW-BAND RRH POWER CABLES HAVE
SECTOR STRIPE ONLY
NO
SCALE SUBMITTALS
REV DATE DESCRIPTION
09/27/2023 90% CONSTRUCTION
11/15/2023 100% CONSTRUCTION
04/19/2024 LANDLORD REVISION
05/28/2024 CLIENT REVISION
RET CONTROL IS HANDLED BY THE
MID-BAND RRH WHEN ONE SET OF RET
PORTS EXIST ON ANTENNA.
SEPARATE RET CABLES ARE USED WHEN
ANTENNA PORTS PROVIDE INPUTS FOR
BOTH LOW AND MID BANDS.
SPECTRUM SERVICES INC. PROJECT NUMBER
LSSNA03046C
DISH WIRELESS PROJECT NUMBER
LINKS WILL HAVE A 1.5-2 INCH WHITE WRAP
WITH THE AZIMUTH COLOR OVERLAPPING IN
THE MIDDLE.
ADD ADDITIONAL SECTOR COLOR BANDS
FOR EACH ADDITIONAL MW RADIO.
LSSNA03046C
5546 BERYL STREET
RANCHO CUCAMONGA, CA 91737
METER ADDRESS:
5704 BERYL STREETMICROWAVE CABLES WILL REQUIRE
P-TOUCH LABELS INSIDE THE CABINET TO
IDENTIFY THE LOCAL AND REMOTE SITE ID'ꢁ. SHEET TITLE
RF CABLE COLOR CODE
SHEET NUMBER
RF CABLE COLOR CODES
NO
SCALE 4
NO
SCALE
AB ANCHOR BOLT
ABOVE
IGR INTERIOR GROUND RING
INCH
EXOTHERMIC CONNECTION
ABV
AC
IN
MECHANICAL CONNECTION ALTERNATING CURRENT
ADDITIONAL
INT INTERIOR
CHEMICAL ELECTROLYTIC GROUNDING SYSTEM
TEST CHEMICAL ELECTROLYTIC GROUNDING SYSTEM
EXOTHERMIC WITH INSPECTION SLEEVE
GROUNDING BAR
ADDL
AFF
AFG
AGL
AIC
LB(S)
LF
POUND(S)
ABOVE FINISHED FLOOR
ABOVE FINISHED GRADE
ABOVE GROUND LEVEL
AMPERAGE INTERRUPTION CAPACITY
ALUMINUM
LINEAR FEET
LTE
MAS
MAX
MB
LONG TERM EVOLUTION
MASONRY
WI RELESS
®
MAXIMUM
ALUM
ALT
MACHINE BOLT
MECHANICAL
GROUND ROD
ALTERNATE MECH
MFR
MGB
MIN
MISC
MTL
MTS
MW
7545 IRVINE CENTER DR. SUITE 250,
IRVINE, CALIFORNIA 92618
TEST GROUND ROD WITH INSPECTION SLEEVE ANT
APPROX
ARCH
ATS
AWG
BATT
BLDG
BLK
BLKG
BM
ANTENNA MANUFACTURER
MASTER GROUND BAR
MINIMUM
APPROXIMATE
ARCHITECTURAL
AUTOMATIC TRANSFER SWITCH
AMERICAN WIRE GAUGE
BATTERY
SINGLE POLE SWITCH
DUPLEX RECEPTACLE
DUPLEX GFCI RECEPTACLE
MISCELLANEOUS
METAL
MANUAL TRANSFER SWITCH
MICROWAVEBUILDING
BLOCK NEC
NM
NATIONAL ELECTRIC CODE
NEWTON METERSFLUORESCENT LIGHTING FIXTURE
(2) TWO LAMPS 48-T8 BLOCKING
BEAM NO. NUMBER SPECTRUM SERVICES, LLC.
4850 W. OQUENDO ROAD
LAS VEGAS, NEVADA 89118
PH. (702) 367-7705
BTC
BOF
CAB
CANT
CHG
CLG
CLR
COL
COMM
CONC
CONSTR
DBL
DC
BARE TINNED COPPER CONDUCTOR
BOTTOM OF FOOTING
CABINET
# NUMBERSMOKE DETECTION (DC)
NTS
OC
NOT TO SCALE
ON-CENTEREMERGENCY LIGHTING (DC)
CANTILEVERED
CHARGING
OSHA
OPNG
P/C
OCCUPATIONAL SAFETY AND HEALTH ADMINISTRATION
OPENINGSECURITY LIGHT W/PHOTOCELL LITHONIA ALXW
LED-1-25A400/51K-SR4-120-PE-DDBTXD
CEILING PRECAST CONCRETE
PERSONAL COMMUNICATION SERVICES
PRIMARY CONTROL UNIT
PRIMARY RADIO CABINET
POLARIZING PRESERVING
POUNDS PER SQUARE FOOT
POUNDS PER SQUARE INCH
PRESSURE TREATED
POWER CABINET
CLEAR PCS
PCU
PRC
PP
COLUMN
COMMONCHAIN LINK FENCE
WOOD/WROUGHT IRON FENCE
WALL STRUCTURE
LEASE AREA
CONCRETE
CONSTRUCTION
DOUBLE
PSF
PSI
DIRECT CURRENT
DEPARTMENT
DOUGLAS FIR
PT
03/31/26DEPT
DF
PWR
QTY
RAD
RECT
REF
REINF
REQ'D
RET
RF
PROPERTY LINE (PL)
SETBACKS
QUANTITY
DIA DIAMETER RADIUS
DIAG
DIM
DIAGONAL RECTIFIERICE BRIDGE
DIMENSION REFERENCE
CABLE TRAY DWG
DWL
EA
DRAWING REINFORCEMENT
REQUIREDWATER LINE DOWEL
EACH REMOTE ELECTRIC TILT
RADIO FREQUENCY
RIGID METALLIC CONDUIT
REMOTE RADIO HEAD
REMOTE RADIO UNIT
RACEWAY
UNDERGROUND POWER
UNDERGROUND FIBER
OVERHEAD POWER
OVERHEAD TELCO
UNDERGROUND FIBER/POWER
ABOVE GROUND POWER
ABOVE GROUND FIBER
IT IS A VIOLATION OF LAW FOR ANY PERSON,
UNLESS THEY ARE ACTING UNDER THE DIRECTION
OF A LICENSED PROFESSIONAL ENGINEER,
TO ALTER THIS DOCUMENT.
EC ELECTRICAL CONDUCTOR
ELEVATIONEL. RMC
RRH
RRU
RWY
SCH
SHT
SIAD
SIM
ELEC
EMT
ENG
EQ
ELECTRICAL
DRAWN BY:
DC
CHECKED BY:
GH
APPROVED BY:
GH
ELECTRICAL METALLIC TUBING
ENGINEER
EQUAL SCHEDULE
RFDS REV #: 1 08/31/2023EXP
EXT
EW
EXPANSION SHEET
EXTERIOR SMART INTEGRATED ACCESS DEVICE
SIMILAR CONSTRUCTION
DOCUMENTS
EACH WAY
FAB
FF
FABRICATION SPEC
SQ
SPECIFICATION
WORKPOINT FINISH FLOOR
FINISH GRADE
FACILITY INTERFACE FRAME
FINISH(ED)
SQUARE
FG SS STAINLESS STEEL
STANDARD
SUBMITTALSX
SECTION REFERENCE
DETAIL REFERENCE
X-X FIF STD
STL
TEMP
THK
TMA
TN
REV DATE DESCRIPTION
09/27/2023 90% CONSTRUCTION
11/15/2023 100% CONSTRUCTION
04/19/2024 LANDLORD REVISION
05/28/2024 CLIENT REVISION
X
X-X
FIN STEEL
FLR
FDN
FOC
FOM
FOS
FOW
FS
FLOOR TEMPORARY
FOUNDATION THICKNESS
FACE OF CONCRETE
FACE OF MASONRY
FACE OF STUD
FACE OF WALL
FINISH SURFACE
FOOT
TOWER MOUNTED AMPLIFIER
TOE NAIL
TOA
TOC
TOF
TOP
TOS
TOW
TVSS
TYP
UG
TOP OF ANTENNA
TOP OF CURB
TOP OF FOUNDATION
TOP OF PLATE (PARAPET)
TOP OF STEEL
SPECTRUM SERVICES INC. PROJECT NUMBER
FT
FTG
GA
FOOTING LSSNA03046C
GAUGE TOP OF WALL
DISH WIRELESS PROJECT NUMBERGEN
GFCI
GLB
GLV
GPS
GND
GSM
GENERATOR TRANSIENT VOLTAGE SURGE SUPPRESSION
TYPICAL
LSSNA03046C
GROUND FAULT CIRCUIT INTERRUPTER
GLUE LAMINATED BEAM
GALVANIZED
UNDERGROUND 5546 BERYL STREET
RANCHO CUCAMONGA, CA 91737UL UNDERWRITERS LABORATORY
UNLESS NOTED OTHERWISE
UNIVERSAL MOBILE TELECOMMUNICATIONS SYSTEM
UNITERRUPTIBLE POWER SYSTEM (DC POWER PLANT)
VERIFIED IN FIELD
WIDE
GLOBAL POSITIONING SYSTEM
GROUND
UNO
UMTS
UPS
VIF
METER ADDRESS:
5704 BERYL STREETGLOBAL SYSTEM FOR MOBILE
SHEET TITLEHDG HOT DIPPED GALVANIZED
HDR
HGR
HVAC
HT
HEADER W LEGEND AND
ABBREVIATIONHANGER W/ WITH
HEAT/VENTILATION/AIR CONDITIONING
HEIGHT
WD WOOD
SHEET NUMBERWP WEATHERPROOF
WT WEIGHT
LEGEND ABBREVIATIONS
SIGN TYPES
TYPE COLOR
GREEN
COLOR CODE PURPOSE
INFORMATION TO NOTIFY OTHERS OF SITE OWNERSHIP & CONTACT NUMBER AND POTENTIAL RF EXPOSURE.
RF FIELDS BEYOND THIS POINT MAY EXCEED THE FCC GENERAL PUBLIC EXPOSURE LIMIT. OBEY ALL POSTED SIGNS AND SITE GUIDELINES FOR WORKING IN RF ENVIRONMENTS. IN ACCORDANCE WITH FEDERAL COMMUNICATIONS COMMISSION RULES ON RADIO FREQUENCY EMISSIONS 47 CFR-1.1307(ꢉ)
WI RELESS
®
NOTICE BLUE
RF FIELDS BEYOND THIS POINT MAY EXCEED THE FCC GENERAL PUBLIC EXPOSURE LIMIT. OBEY ALL POSTED SIGNS AND SITE GUIDELINES FOR WORKING IN RF ENVIRONMENTS. IN ACCORDANCE WITH FEDERAL COMMUNICATIONS COMMISSION RULES ON RADIO FREQUENCY EMISSIONS 47 CFR-1.1307(ꢉ)
CAUTION YELLOW
7545 IRVINE CENTER DR. SUITE 250,
IRVINE, CALIFORNIA 92618RF FIELDS AT THIS SITE EXCEED FCC RULES FOR HUMAN EXPOSURE. FAILURE TO OBEY ALL POSTED SIGNS AND SITE GUIDELINES FOR WORKING IN RF ENVIRONMENTS COULD RESULT IN SERIOUS INJURY. IN ACCORDANCE WITH FEDERAL COMMUNICATIONS COMMISSION RULES ON RADIO FREQUENCY EMISSIONS 47 CFR-1.1307(ꢉ)
WARNING ORANGE/RED
SIGN PLACEMENT:
-
-
RF SIGNAGE PLACEMENT SHALL FOLLOW THE RECOMMENDATIONS OF AN EXISTING EME REPORT, CREATED BY A THIRD PARTY PREVIOUSLY AUTHORIZED BY DISH Wꢐꢗꢘꢈꢘꢁꢁ L.L.C.
INFORMATION SIGN (GREEN) SHALL BE LOCATED ON EXISTING DISH Wꢐꢗꢘꢈꢘꢁꢁ L.L.C EQUIPMENT.
A) IF THE INFORMATION SIGN IS A STICKER, IT SHALL BE PLACED ON EXISTING DISH Wꢐꢗꢘꢈꢘꢁꢁ L.L.C EQUIPMENT CABINET.
B) IF THE INFORMATION SIGH IS A METAL SIGN IT SHALL BE PLACED ON EXISTING DISH Wꢐꢗꢘꢈꢘꢁꢁ L.L.C H-FRAME WITH A SECURE ATTACH METHOD. 1-833-347-4602- IF EME REPORT IS NOT AVAILABLE AT THE TIME OF CREATION OF CONSTRUCTION DOCUMENTSꢙ PLEASE CONTACT DISH Wꢐꢗꢘꢈꢘꢁꢁ L.L.C. CONSTRUCTION MANAGER FOR FURTHER INSTRUCTION ON HOW TO PROCEED.
SPECTRUM SERVICES, LLC.
4850 W. OQUENDO ROAD
LAS VEGAS, NEVADA 89118
PH. (702) 367-7705ꢔꢞꢖ ꢏꢗꢘꢁꢁ 1
NOTES:
1. FOR DISH Wꢐꢗꢘꢈꢘꢁꢁ L.L.C. LOGO, SEE DISH Wꢐꢗꢘꢈꢘꢁꢁ L.L.C. DESIGN SPECIFICATIONS (PROVIDED BY DISH Wꢐꢗꢘꢈꢘꢁꢁ L.L.C.) LSSNA03046C
2. SITE ID SHALL BE APPLIED TO SIGNS USING "LASER ENGRAVING" OR ANY OTHER WEATHER RESISTANT METHOD (DISH Wꢐꢗꢘꢈꢘꢁꢁ L.L.C. APPROVAL REQUIRED)
3. TEXT FOR SIGNAGE SHALL INDICATE CORRECT SITE NAME AND NUMBER AS PER DISH Wꢐꢗꢘꢈꢘꢁꢁ L.L.C. CONSTRUCTION MANAGER RECOMMENDATIONS.
4. CABINET/SHELTER MOUNTING APPLICATION REQUIRES ANOTHER PLATE APPLIED TO THE FACE OF THE CABINET WITH WATER PROOF POLYURETHANE ADHESIVE
5. ALL SIGNS WILL BE SECURED WITH EITHER STAINLESS STEEL ZIP TIES OR STAINLESS STEEL TECH SCREWS
6. ALL SIGNS TO BE 8.5"ꢀ11" AND MADE WITH 0.04" OF ALUMINUM MATERIAL 03/31/26
IT IS A VIOLATION OF LAW FOR ANY PERSON,
UNLESS THEY ARE ACTING UNDER THE DIRECTION
OF A LICENSED PROFESSIONAL ENGINEER,
TO ALTER THIS DOCUMENT.
DRAWN BY:
DC
CHECKED BY:
GH
APPROVED BY:
GH
RFDS REV #: 1 08/31/2023
CONSTRUCTION
DOCUMENTS
SUBMITTALS
REV DATE DESCRIPTION
09/27/2023 90% CONSTRUCTION
11/15/2023 100% CONSTRUCTION
04/19/2024 LANDLORD REVISION
05/28/2024 CLIENT REVISION
SPECTRUM SERVICES INC. PROJECT NUMBER
LSSNA03046C
DISH WIRELESS PROJECT NUMBER
LSSNA03046C
1-833-347-4602 1-833-347-4602 1-833-347-4602 5546 BERYL STREET RANCHO CUCAMONGA, CA 91737ꢔꢞꢖ ꢏꢗꢘꢁꢁ 1, ꢔꢞꢖ ꢏꢗꢘꢁꢁ 1, ꢔꢞꢖ ꢏꢗꢘꢁꢁ 1, LSSNA03046C LSSNA03046C LSSNA03046C
METER ADDRESS:
5704 BERYL STREET
SHEET TITLE
RF SIGNAGE
SHEET NUMBER
SITE ACTIVITY REQUIREMENTS:
1. NOTICE TO PROCEED - NO WORK SHALL COMMENCE PRIOR TO CONTRACTOR RECEIVING A WRITTEN NOTICE TO PROCEED (NTP) AND THE ISSUANCE OF A PURCHASE ORDER. PRIOR TO ACCESSING/ENTERING THE SITE YOU MUST CONTACT THE DISH Wꢐꢗꢘꢈꢘꢁꢁ L.L.C. AND TOWER OWNER NOC & THE DISH Wꢐꢗꢘꢈꢘꢁꢁ L.L.C. AND TOWER OWNER CONSTRUCTION MANAGER.
GENERAL NOTES:
1.FOR THE PURPOSE OF CONSTRUCTION DRAWING, THE FOLLOWING DEFINITIONS SHALL APPLY:
CONTRACTOR:GENERAL CONTRACTOR RESPONSIBLE FOR CONSTRUCTION CARRIER:DISH Wꢐꢗꢘꢈꢘꢁꢁ L.L.C.
2. "LOOK UP" - DISH Wꢐꢗꢘꢈꢘꢁꢁ L.L.C. AND TOWER OWNER SAFETY CLIMB REQUIREMENT:
WI RELESS
®
TOWER OWNER:TOWER OWNER
THE INTEGRITY OF THE SAFETY CLIMB AND ALL COMPONENTS OF THE CLIMBING FACILITY SHALL BE CONSIDERED DURING ALL STAGES OF DESIGN, INSTALLATION, AND INSPECTION. TOWER MODIFICATION, MOUNT REINFORCEMENTS, AND/OR EQUIPMENT INSTALLATIONS SHALL NOT COMPROMISE THE INTEGRITY OR FUNCTIONAL USE OF THE SAFETY CLIMB OR ANY COMPONENTS OF THE CLIMBING FACILITY ON THE STRUCTURE. THIS SHALL INCLUDE, BUT NOT BE LIMITED TO: PINCHING OF THE WIRE
ROPE, BENDING OF THE WIRE ROPE FROM ITS SUPPORTS, DIRECT CONTACT OR CLOSE PROXIMITY TO THE WIRE ROPE WHICH MAY CAUSE FRICTIONAL WEAR, IMPACT TO THE ANCHORAGE POINTS IN ANY WAY, OR TO IMPEDE/BLOCK ITS INTENDED USE. ANY COMPROMISED SAFETY CLIMB, INCLUDING EXISTING CONDITIONS MUST BE TAGGED OUT AND REPORTED TO YOUR DISH Wꢐꢗꢘꢈꢘꢁꢁ L.L.C. AND DISH Wꢐꢗꢘꢈꢘꢁꢁ L.L.C. AND TOWER OWNER POC OR CALL THE NOC TO GENERATE A SAFETY CLIMB MAINTENANCE AND CONTRACTOR NOTICE TICKET.
2. THESE DRAWINGS HAVE BEEN PREPARED USING STANDARDS OF PROFESSIONAL CARE AND COMPLETENESS NORMALLY EXERCISED UNDER SIMILAR CIRCUMSTANCES BY REPUTABLE ENGINEERS IN THIS OR SIMILAR LOCALITIES. IT IS ASSUMED THAT THE WORK DEPICTED WILL BE PERFORMED BY AN EXPERIENCED
CONTRACTOR AND/OR WORKPEOPLE WHO HAVE A WORKING KNOWLEDGE OF THE APPLICABLE CODE STANDARDS AND REQUIREMENTS AND OF INDUSTRY ACCEPTED STANDARD GOOD PRACTICE. AS NOT EVERY CONDITION OR ELEMENT IS (OR CAN BE) EXPLICITLY SHOWN ON THESE DRAWINGS, THE CONTRACTOR SHALL USE INDUSTRY ACCEPTED STANDARD GOOD PRACTICE FOR MISCELLANEOUS WORK NOT EXPLICITLY SHOWN. 7545 IRVINE CENTER DR. SUITE 250,
IRVINE, CALIFORNIA 92618
3. THESE DRAWINGS REPRESENT THE FINISHED STRUCTURE. THEY DO NOT INDICATE THE MEANS OR METHODS OF CONSTRUCTION. THE CONTRACTOR SHALL BE SOLELY RESPONSIBLE FOR THE CONSTRUCTION MEANS, METHODS, TECHNIQUES, SEQUENCES, AND PROCEDURES. THE CONTRACTOR SHALL PROVIDE ALL MEASURES NECESSARY FOR PROTECTION OF LIFE AND PROPERTY DURING CONSTRUCTION. SUCH MEASURES SHALL INCLUDE, BUT NOT BE LIMITED TO, BRACING, FORMWORK, SHORING, ETC. SITE VISITS BY THE ENGINEER OR HIS REPRESENTATIVE WILL NOT INCLUDE INSPECTION OF THESE ITEMS AND IS FOR STRUCTURAL OBSERVATION OF THE FINISHED STRUCTURE ONLY.
3. PRIOR TO THE START OF CONSTRUCTION, ALL REQUIRED JURISDICTIONAL PERMITS SHALL BE OBTAINED. THIS INCLUDES, BUT IS NOT LIMITED TO, BUILDING, ELECTRICAL, MECHANICAL, FIRE, FLOOD ZONE, ENVIRONMENTAL, AND ZONING. AFTER ONSITE ACTIVITIES AND CONSTRUCTION ARE COMPLETED, ALL REQUIRED PERMITS SHALL BE SATISFIED AND CLOSED OUT ACCORDING TO LOCAL JURISDICTIONAL REQUIREMENTS.
4. ALL CONSTRUCTION MEANS AND METHODSꢙ INCLUDING BUT NOT LIMITED TO, ERECTION PLANS, RIGGING PLANS, CLIMBING PLANS, AND RESCUE PLANS SHALL BE
4. NOTES AND DETAILS IN THE CONSTRUCTION DRAWINGS SHALL TAKE PRECEDENCE OVER GENERAL NOTES AND TYPICAL DETAILS. WHERE NO DETAILS ARETHE RESPONSIBILITY OF THE GENERAL CONTRACTOR RESPONSIBLE FOR THE EXECUTION OF THE WORK CONTAINED HEREIN, AND SHALL MEET ANSI/ASSE A10.48 (LATEST EDITION)ꢙ FEDERAL, STATE, AND LOCAL REGULATIONSꢙ AND ANY APPLICABLE INDUSTRY CONSENSUS STANDARDS RELATED TO THE CONSTRUCTION ACTIVITIES BEING PERFORMED. ALL RIGGING PLANS SHALL ADHERE TO ANSI/ASSE A10.48 (LATEST EDITION) AND DISH Wꢐꢗꢘꢈꢘꢁꢁ L.L.C. AND TOWER OWNER STANDARDS,
INCLUDING THE REQUIRED INVOLVEMENT OF A QUALIFIED ENGINEER FOR CLASS IV CONSTRUCTION, TO CERTIFY THE SUPPORTING STRUCTURE(S) IN ACCORDANCE WITH ANSI/TIA-322 (LATEST EDITION).
SHOWN, CONSTRUCTION SHALL CONFORM TO SIMILAR WORK ON THE PROJECT, AND/OR AS PROVIDED FOR IN THE CONTRACT DOCUMENTS. WHERE DISCREPANCIES OCCUR BETWEEN PLANS, DETAILS, GENERAL NOTES, AND SPECIFICATIONS, THE GREATER, MORE STRICT REQUIREMENTS, SHALL GOVERN. IF FURTHER CLARIFICATION IS REQUIRED CONTACT THE ENGINEER OF RECORD.
5. SUBSTANTIAL EFFORT HAS BEEN MADE TO PROVIDE ACCURATE DIMENSIONS AND MEASUREMENTS ON THE DRAWINGS TO ASSIST IN THE FABRICATION AND/OR SPECTRUM SERVICES, LLC. 4850 W. OQUENDO ROAD
LAS VEGAS, NEVADA 89118
PH. (702) 367-7705
PLACEMENT OF CONSTRUCTION ELEMENTS BUT IT IS THE SOLE RESPONSIBILITY OF THE CONTRACTOR TO FIELD VERIFY THE DIMENSIONS, MEASUREMENTS, AND/OR CLEARANCES SHOWN IN THE CONSTRUCTION DRAWINGS PRIOR TO FABRICATION OR CUTTING OF ANY NEW OR EXISTING CONSTRUCTION ELEMENTS. IF IT IS
DETERMINED THAT THERE ARE DISCREPANCIES AND/OR CONFLICTS WITH THE CONSTRUCTION DRAWINGS THE ENGINEER OF RECORD IS TO BE NOTIFIED AS SOON AS POSSIBLE.
5. ALL SITE WORK TO COMPLY WITH DISH Wꢐꢗꢘꢈꢘꢁꢁ L.L.C. AND TOWER OWNER INSTALLATION STANDARDS FOR CONSTRUCTION ACTIVITIES ON DISH Wꢐꢗꢘꢈꢘꢁꢁ L.L.C.
AND TOWER OWNER TOWER SITE AND LATEST VERSION OF ANSI/TIA-1019-A-2012 "STANDARD FOR INSTALLATION, ALTERATION, AND MAINTENANCE OF ANTENNA SUPPORTING STRUCTURES AND ANTENNAS."
6. IF THE SPECIFIED EQUIPMENT CAN NOT BE INSTALLED AS SHOWN ON THESE DRAWINGS, THE CONTRACTOR SHALL PROPOSE AN ALTERNATIVE INSTALLATION
6. PRIOR TO THE SUBMISSION OF BIDS, THE BIDDING CONTRACTOR SHALL VISIT THE CELL SITE TO FAMILIARIZE WITH THE EXISTING CONDITIONS AND TO CONFIRMFOR APPROVAL BY DISH Wꢐꢗꢘꢈꢘꢁꢁ L.L.C. AND TOWER OWNER PRIOR TO PROCEEDING WITH ANY SUCH CHANGE OF INSTALLATION.
THAT THE WORK CAN BE ACCOMPLISHED AS SHOWN ON THE CONSTRUCTION DRAWINGS. ANY DISCREPANCY FOUND SHALL BE BROUGHT TO THE ATTENTION OF CARRIER POC AND TOWER OWNER.7. ALL MATERIALS FURNISHED AND INSTALLED SHALL BE IN STRICT ACCORDANCE WITH ALL APPLICABLE CODES, REGULATIONS AND ORDINANCES. CONTRACTOR
SHALL ISSUE ALL APPROPRIATE NOTICES AND COMPLY WITH ALL LAWS, ORDINANCES, RULES, REGULATIONS AND LAWFUL ORDERS OF ANY PUBLIC AUTHORITY REGARDING THE PERFORMANCE OF THE WORK. ALL WORK CARRIED OUT SHALL COMPLY WITH ALL APPLICABLE MUNICIPAL AND UTILITY COMPANY SPECIFICATIONS AND LOCAL JURISDICTIONAL CODES, ORDINANCES AND APPLICABLE REGULATIONS.
7. ALL MATERIALS FURNISHED AND INSTALLED SHALL BE IN STRICT ACCORDANCE WITH ALL APPLICABLE CODES, REGULATIONS AND ORDINANCES. CONTRACTOR
SHALL ISSUE ALL APPROPRIATE NOTICES AND COMPLY WITH ALL LAWS, ORDINANCES, RULES, REGULATIONS AND LAWFUL ORDERS OF ANY PUBLIC AUTHORITY REGARDING THE PERFORMANCE OF THE WORK. ALL WORK CARRIED OUT SHALL COMPLY WITH ALL APPLICABLE MUNICIPAL AND UTILITY COMPANY SPECIFICATIONS AND LOCAL JURISDICTIONAL CODES, ORDINANCES AND APPLICABLE REGULATIONS.8. THE CONTRACTOR SHALL INSTALL ALL EQUIPMENT AND MATERIALS IN ACCORDANCE WITH MANUFACTURER'S RECOMMENDATIONS UNLESS SPECIFICALLY STATED OTHERWISE.
8. UNLESS NOTED OTHERWISE, THE WORK SHALL INCLUDE FURNISHING MATERIALS, EQUIPMENT, APPURTENANCES AND LABOR NECESSARY TO COMPLETE ALL
9. THE CONTRACTOR SHALL CONTACT UTILITY LOCATING SERVICES INCLUDING PRIVATE LOCATES SERVICES PRIOR TO THE START OF CONSTRUCTION.
ALL EXISTING ACTIVE SEWER, WATER, GAS, ELECTRIC AND OTHER UTILITIES WHERE ENCOUNTERED IN THE WORK, SHALL BE PROTECTED AT ALL TIMES AND INSTALLATIONS AS INDICATED ON THE DRAWINGS.
10. 9. THE CONTRACTOR SHALL INSTALL ALL EQUIPMENT AND MATERIALS IN ACCORDANCE WITH MANUFACTURER'S RECOMMENDATIONS UNLESS SPECIFICALLY STATED OTHERWISE.WHERE REQUIRED FOR THE PROPER EXECUTION OF THE WORK, SHALL BE RELOCATED AS DIRECTED BY CONTRACTOR. EXTREME CAUTION SHOULD BE USED BY THE CONTRACTOR WHEN EXCAVATING OR DRILLING PIERS AROUND OR NEAR UTILITIES. CONTRACTOR SHALL PROVIDE SAFETY TRAINING FOR THE WORKING CREW. THIS
WILL INCLUDE BUT NOT BE LIMITED TO A) FALL PROTECTION B) CONFINED SPACE C) ELECTRICAL SAFETY D) TRENCHING AND EXCAVATION E) CONSTRUCTION SAFETY PROCEDURES.
10. IF THE SPECIFIED EQUIPMENT CAN NOT BE INSTALLED AS SHOWN ON THESE DRAWINGS, THE CONTRACTOR SHALL PROPOSE AN ALTERNATIVE INSTALLATION FOR APPROVAL BY THE CARRIER AND TOWER OWNER PRIOR TO PROCEEDING WITH ANY SUCH CHANGE OF INSTALLATION. 03/31/2611. CONTRACTOR IS TO PERFORM A SITE INVESTIGATION, BEFORE SUBMITTING BIDS, TO DETERMINE THE BEST ROUTING OF ALL CONDUITS FOR POWER, AND TELCO11.
12. ALL SITE WORK SHALL BE AS INDICATED ON THE STAMPED CONSTRUCTION DRAWINGS AND DISH PROJECT SPECIFICATIONS, LATEST APPROVED REVISION.
CONTRACTOR SHALL KEEP THE SITE FREE FROM ACCUMULATING WASTE MATERIAL, DEBRIS, AND TRASH AT THE COMPLETION OF THE WORK. IF NECESSARY, AND FOR GROUNDING CABLES AS SHOWN IN THE POWER, TELCO, AND GROUNDING PLAN DRAWINGS.
12. THE CONTRACTOR SHALL PROTECT EXISTING IMPROVEMENTS, PAVEMENTS, CURBS, LANDSCAPING AND STRUCTURES. ANY DAMAGED PART SHALL BE REPAIRED AT CONTRACTOR'S EXPENSE TO THE SATISFACTION OF DISH Wꢐꢗꢘꢈꢘꢁꢁ L.L.C. AND TOWER OWNER
13. CONTRACTOR SHALL LEGALLY AND PROPERLY DISPOSE OF ALL SCRAP MATERIALS SUCH AS COAXIAL CABLES AND OTHER ITEMS REMOVED FROM THE EXISTING FACILITY. ANTENNAS REMOVED SHALL BE RETURNED TO THE OWNER'S DESIGNATED LOCATION.
14. CONTRACTOR SHALL LEAVE PREMISES IN CLEAN CONDITION. TRASH AND DEBRIS SHOULD BE REMOVED FROM SITE ON A DAILY BASIS.
RUBBISH, STUMPS, DEBRIS, STICKS, STONES AND OTHER REFUSE SHALL BE REMOVED FROM THE SITE AND DISPOSED OF LEGALLY.
13. ALL EXISTING INACTIVE SEWER, WATER, GAS, ELECTRIC AND OTHER UTILITIES, WHICH INTERFERE WITH THE EXECUTION OF THE WORK, SHALL BE REMOVED
AND/OR CAPPED, PLUGGED OR OTHERWISE DISCONTINUED AT POINTS WHICH WILL NOT INTERFERE WITH THE EXECUTION OF THE WORK, SUBJECT TO THE APPROVAL OF DISH Wꢐꢗꢘꢈꢘꢁꢁ L.L.C. AND TOWER OWNER, AND/OR LOCAL UTILITIES.
14. THE CONTRACTOR SHALL PROVIDE SITE SIGNAGE IN ACCORDANCE WITH THE TECHNICAL SPECIFICATION FOR SITE SIGNAGE REQUIRED BY LOCAL JURISDICTION AND SIGNAGE REQUIRED ON INDIVIDUAL PIECES OF EQUIPMENT, ROOMS, AND SHELTERS.
15. 16.
17. THE SITE SHALL BE GRADED TO CAUSE SURFACE WATER TO FLOW AWAY FROM THE CARRIER'S EQUIPMENT AND TOWER AREAS.
THE SUB GRADE SHALL BE COMPACTED AND BROUGHT TO A SMOOTH UNIFORM GRADE PRIOR TO FINISHED SURFACE APPLICATION.
THE AREAS OF THE OWNERS PROPERTY DISTURBED BY THE WORK AND NOT COVERED BY THE TOWER, EQUIPMENT OR DRIVEWAY, SHALL BE GRADED TO A
IT IS A VIOLATION OF LAW FOR ANY PERSON,
UNLESS THEY ARE ACTING UNDER THE DIRECTION
OF A LICENSED PROFESSIONAL ENGINEER,
TO ALTER THIS DOCUMENT.
UNIFORM SLOPE, AND STABILIZED TO PREVENT EROSION AS SPECIFIED ON THE CONSTRUCTION DRAWINGS AND/OR PROJECT SPECIFICATIONS.
18. CONTRACTOR SHALL MINIMIZE DISTURBANCE TO EXISTING SITE DURING CONSTRUCTION. EROSION CONTROL MEASURES, IF REQUIRED DURING CONSTRUCTION, SHALL BE IN CONFORMANCE WITH THE LOCAL GUIDELINES FOR EROSION AND SEDIMENT CONTROL.
19. THE CONTRACTOR SHALL PROTECT EXISTING IMPROVEMENTS, PAVEMENTS, CURBS, LANDSCAPING AND STRUCTURES. ANY DAMAGED PART SHALL BE REPAIRED DRAWN BY:
DC
CHECKED BY:
GH
APPROVED BY:
GH
AT CONTRACTOR'S EXPENSE TO THE SATISFACTION OF OWNER.
RFDS REV #: 1 08/31/2023
20. CONTRACTOR SHALL LEGALLY AND PROPERLY DISPOSE OF ALL SCRAP MATERIALS SUCH AS COAXIAL CABLES AND OTHER ITEMS REMOVED FROM THE EXISTING FACILITY. ANTENNAS AND RADIOS REMOVED SHALL BE RETURNED TO THE OWNER'S DESIGNATED LOCATION.
CONSTRUCTION
DOCUMENTS
21. CONTRACTOR SHALL LEAVE PREMISES IN CLEAN CONDITION. TRASH AND DEBRIS SHOULD BE REMOVED FROM SITE ON A DAILY BASIS.
22. NO FILL OR EMBANKMENT MATERIAL SHALL BE PLACED ON FROZEN GROUND. FROZEN MATERIALS, SNOW OR ICE SHALL NOT BE PLACED IN ANY FILL OR EMBANKMENT.
SUBMITTALS
REV DATE DESCRIPTION
09/27/2023 90% CONSTRUCTION
11/15/2023 100% CONSTRUCTION
04/19/2024 LANDLORD REVISION
05/28/2024 CLIENT REVISION
SPECTRUM SERVICES INC. PROJECT NUMBER
LSSNA03046C
DISH WIRELESS PROJECT NUMBER
LSSNA03046C
5546 BERYL STREET
RANCHO CUCAMONGA, CA 91737
METER ADDRESS:
5704 BERYL STREET
SHEET TITLE
GENERAL NOTES
SHEET NUMBER
CONCRETE, FOUNDATIONS, AND REINFORCING STEEL:
1. ALL CONCRETE WORK SHALL BE IN ACCORDANCE WITH THE ACI 301, ACI 318, ACI 336, ASTM A184, ASTM A185 AND THE DESIGN AND CONSTRUCTION SPECIFICATION FOR CAST-IN-PLACE CONCRETE.
28. THE CONTRACTOR SHALL PROVIDE NECESSARY TAGGING ON THE BREAKERS, CABLES AND DISTRIBUTION PANELS IN ACCORDANCE WITH THE APPLICABLE CODES AND STANDARDS TO SAFEGUARD LIFE AND PROPERTY.
29. INSTALL LAMICOID LABEL ON THE METER CENTER TO SHOW "DISH Wꢐꢗꢘꢈꢘꢁꢁ L.L.C.".2.
3. UNLESS NOTED OTHERWISE, SOIL BEARING PRESSURE USED FOR DESIGN OF SLABS AND FOUNDATIONS IS ASSUMED TO BE 1000 ꢏꢁꢍ.
ALL CONCRETE SHALL HAVE A MINIMUM COMPRESSIVE STRENGTH (ꢍ'ꢑ) OF 4,000 ꢏꢁꢐ AT 28 DAYS, UNLESS NOTED OTHERWISE. NO MORE THAN 90 MINUTES SHALL ELAPSE FROM BATCH TIME 30. ALL EMPTY/SPARE CONDUITS THAT ARE INSTALLED ARE TO HAVE A METERED MULE TAPE PULL CORD INSTALLED.
TO TIME OF PLACEMENT UNLESS APPROVED BY THE ENGINEER OF RECORD. TEMPERATURE OF CONCRETE SHALL NOT EXCEED 90ꢅꢍ AT TIME OF PLACEMENT.
4. CONCRETE EXPOSED TO FREEZE-THAW CYCLES SHALL CONTAIN AIR ENTRAINING ADMIXTURES. AMOUNT OF AIR ENTRAINMENT TO BE BASED ON SIZE OF AGGREGATE AND F3 CLASS EXPOSURE (VERY SEVERE). CEMENT USED TO BE TYPE V PORTLAND CEMENT WITH A MAXIMUM WATER-TO-CEMENT RATIO (W/C) OF 0.40.
5. ALL STEEL REINFORCING SHALL CONFORM TO ASTM A615. ALL WELDED WIRE FABRIC (WWF) SHALL CONFORM TO ASTM A185. ALL SPLICES SHALL BE CLASS "B" TENSION SPLICES, UNLESS NOTED OTHERWISE. ALL HOOKS SHALL BE STANDARD 90 DEGREE HOOKS, UNLESS NOTED OTHERWISE. YIELD STRENGTH (Fꢕ) OF STANDARD DEFORMED BARS ARE AS FOLLOWS:
#4 BARS AND SMALLER 40 ꢆꢁꢐ
#5 BARS AND LARGER 60 ꢆꢁꢐ
WI RELESS
®
6. THE FOLLOWING MINIMUM CONCRETE COVER SHALL BE PROVIDED FOR REINFORCING STEEL UNLESS SHOWN OTHERWISE ON DRAWINGS:
·
·
·
·
·
·
·
CONCRETE CAST AGAINST AND PERMANENTLY EXPOSED TO EARTH 3" CONCRETE EXPOSED TO EARTH OR WEATHER:
#6 BARS AND LARGER 2"
#5 BARS AND SMALLER 1-1/2"
7545 IRVINE CENTER DR. SUITE 250,
IRVINE, CALIFORNIA 92618
CONCRETE NOT EXPOSED TO EARTH OR WEATHER:
SLAB AND WALLS 3/4"
BEAMS AND COLUMNS 1-1/2"
7. A TOOLED EDGE OR A 3/4" CHAMFER SHALL BE PROVIDED AT ALL EXPOSED EDGES OF CONCRETE, UNLESS NOTED OTHERWISE, IN ACCORDANCE WITH ACI 301 SECTION 4.2.4.
ELECTRICAL INSTALLATION NOTES:
1. 2.
3. 4.
ALL ELECTRICAL WORK SHALL BE PERFORMED IN ACCORDANCE WITH THE PROJECT SPECIFICATIONS, NEC AND ALL APPLICABLE FEDERAL, STATE, AND LOCAL CODES/ORDINANCES.
CONDUIT ROUTINGS ARE SCHEMATIC. CONTRACTOR SHALL INSTALL CONDUITS SO THAT ACCESS TO EQUIPMENT IS NOT BLOCKED AND TRIP HAZARDS ARE ELIMINATED.
WIRING, RACEWAY AND SUPPORT METHODS AND MATERIALS SHALL COMPLY WITH THE REQUIREMENTS OF THE NEC.
ALL CIRCUITS SHALL BE SEGREGATED AND MAINTAIN MINIMUM CABLE SEPARATION AS REQUIRED BY THE NEC.
4.1. ALL EQUIPMENT SHALL BEAR THE UNDERWRITERS LABORATORIES LABEL OF APPROVAL, AND SHALL CONFORM TO REQUIREMENT OF THE NATIONAL ELECTRICAL CODE.
4.2. ALL OVERCURRENT DEVICES SHALL HAVE AN INTERRUPTING CURRENT RATING THAT SHALL BE GREATER THAN THE SHORT CIRCUIT CURRENT TO WHICH THEY ARE SUBJECTED, 22,000 AIC MINIMUM. VERIFY AVAILABLE SHORT CIRCUIT CURRENT DOES NOT EXCEED THE RATING OF ELECTRICAL EQUIPMENT IN ACCORDANCE WITH ARTICLE 110.24 NEC OR THE MOST CURRENT ADOPTED CODE PRE THE GOVERNING JURISDICTION.
SPECTRUM SERVICES, LLC.
4850 W. OQUENDO ROAD
LAS VEGAS, NEVADA 89118
PH. (702) 367-7705
5. TAPE (3M BRAND, 1/2" PLASTIC ELECTRICAL TAPE WITH UV PROTECTION, OR EQUAL). THE IDENTIFICATION METHOD SHALL CONFORM WITH NEC AND OSHA.
6. ALL ELECTRICAL COMPONENTS SHALL BE CLEARLY LABELED WITH LAMICOID TAGS SHOWING THEIR RATED VOLTAGE, PHASE CONFIGURATION, WIRE CONFIGURATION, POWER OR AMPACITY RATING AND BRANCH CIRCUIT ID NUMBERS (ꢐ.ꢘ. PANEL BOARD AND CIRCUIT ID'S).
EACH END OF EVERY POWER PHASE CONDUCTOR, GROUNDING CONDUCTOR, AND TELCO CONDUCTOR OR CABLE SHALL BE LABELED WITH COLOR-CODED INSULATION OR ELECTRICAL
7. 8.
9. PANEL BOARDS (ID NUMBERS) SHALL BE CLEARLY LABELED WITH PLASTIC LABELS.
TIE WRAPS ARE NOT ALLOWED.
ALL POWER AND EQUIPMENT GROUND WIRING IN TUBING OR CONDUIT SHALL BE SINGLE COPPER CONDUCTOR (#14 OR LARGER) WITH TYPE THHW, THWN, THWN-2, XHHW, XHHW-2, THW, THW-2, RHW, OR RHW-2 INSULATION UNLESS OTHERWISE SPECIFIED.
10. SUPPLEMENTAL EQUIPMENT GROUND WIRING LOCATED INDOORS SHALL BE SINGLE COPPER CONDUCTOR (#6 OR LARGER) WITH TYPE THHW, THWN, THWN-2, XHHW, XHHW-2, THW, THW-2, RHW, OR RHW-2 INSULATION UNLESS OTHERWISE SPECIFIED.
11. 12.
POWER AND CONTROL WIRING IN FLEXIBLE CORD SHALL BE MULTI-CONDUCTOR, TYPE SOOW CORD (#14 OR LARGER) UNLESS OTHERWISE SPECIFIED.
POWER AND CONTROL WIRING FOR USE IN CABLE TRAY SHALL BE MULTI-CONDUCTOR, TYPE TC CABLE (#14 OR LARGER), WITH TYPE THHW, THWN, THWN-2, XHHW, XHHW-2, THW, THW-2, RHW, OR RHW-2 INSULATION UNLESS OTHERWISE SPECIFIED.
13. ALL POWER AND GROUNDING CONNECTIONS SHALL BE CRIMP-STYLE, COMPRESSION WIRE LUGS AND WIRE NUTS BY THOMAS AND BETTS (OR EQUAL). LUGS AND WIRE NUTS SHALL BE RATED FOR OPERATION NOT LESS THAN 75ꢅ C (90ꢅ C IF AVAILABLE).
14. 15.
16. 17.
18. 19.
RACEWAY AND CABLE TRAY SHALL BE LISTED OR LABELED FOR ELECTRICAL USE IN ACCORDANCE WITH NEMA, UL, ANSI/IEEE AND NEC.
ELECTRICAL METALLIC TUBING (EMT), INTERMEDIATE METAL CONDUIT (IMC), OR RIGID METAL CONDUIT (RMC) SHALL BE USED FOR EXPOSED INDOOR LOCATIONS.
ELECTRICAL METALLIC TUBING (EMT) OR METAL-CLAD CABLE (MC) SHALL BE USED FOR CONCEALED INDOOR LOCATIONS.
SCHEDULE 40 PVC UNDERGROUND ON STRAIGHTS AND SCHEDULE 80 PVC FOR ALL ELBOWS/90ꢁ AND ALL APPROVED ABOVE GRADE PVC CONDUIT.
LIQUID-TIGHT FLEXIBLE METALLIC CONDUIT (LIQUID-TITE FLEX) SHALL BE USED INDOORS AND OUTDOORS, WHERE VIBRATION OCCURS OR FLEXIBILITY IS NEEDED.
CONDUIT AND TUBING FITTINGS SHALL BE THREADED OR COMPRESSION-TYPE AND APPROVED FOR THE LOCATION USED. SET SCREW FITTINGS ARE NOT ACCEPTABLE. 03/31/26
20. CABINETS, BOXES AND WIRE WAYS SHALL BE LABELED FOR ELECTRICAL USE IN ACCORDANCE WITH NEMA, UL, ANSI/IEEE AND THE NEC.
21. WIREWAYS SHALL BE METAL WITH AN ENAMEL FINISH AND INCLUDE A HINGED COVER, DESIGNED TO SWING OPEN DOWNWARDS (WIREMOLD SPECMATE WIREWAY).
22. SLOTTED WIRING DUCT SHALL BE PVC AND INCLUDE COVER (PANDUIT TYPE E OR EQUAL).
23. CONDUITS SHALL BE FASTENED SECURELY IN PLACE WITH APPROVED NON-PERFORATED STRAPS AND HANGERS. EXPLOSIVE DEVICES (ꢐ.ꢘ. POWDER-ACTUATED) FOR ATTACHING HANGERS TO STRUCTURE WILL NOT BE PERMITTED. CLOSELY FOLLOW THE LINES OF THE STRUCTURE, MAINTAIN CLOSE PROXIMITY TO THE STRUCTURE AND KEEP CONDUITS IN TIGHT ENVELOPES. CHANGES IN DIRECTION TO ROUTE AROUND OBSTACLES SHALL BE MADE WITH CONDUIT OUTLET BODIES. CONDUIT SHALL BE INSTALLED IN A NEAT AND WORKMANLIKE MANNER.
PARALLEL AND PERPENDICULAR TO STRUCTURE WALL AND CEILING LINES. ALL CONDUIT SHALL BE FISHED TO CLEAR OBSTRUCTIONS. ENDS OF CONDUITS SHALL BE TEMPORARILY CAPPED FLUSH TO FINISH GRADE TO PREVENT CONCRETE, PLASTER OR DIRT FROM ENTERING. CONDUITS SHALL BE RIGIDLY CLAMPED TO BOXES BY GALVANIZED MALLEABLE IRON BUSHING ON INSIDE AND GALVANIZED MALLEABLE IRON LOCKNUT ON OUTSIDE AND INSIDE.
IT IS A VIOLATION OF LAW FOR ANY PERSON,
UNLESS THEY ARE ACTING UNDER THE DIRECTION
OF A LICENSED PROFESSIONAL ENGINEER,
TO ALTER THIS DOCUMENT.24. EQUIPMENT CABINETS, TERMINAL BOXES, JUNCTION BOXES AND PULL BOXES SHALL BE GALVANIZED OR EPOXY-COATED SHEET STEEL. SHALL MEET OR EXCEED UL 50 AND BE RATED NEMA 1 (OR BETTER) FOR INTERIOR LOCATIONS AND NEMA 3 (OR BETTER) FOR EXTERIOR LOCATIONS.
DRAWN BY:
DC
CHECKED BY:
GH
APPROVED BY:
GH
25. METAL RECEPTACLE, SWITCH AND DEVICE BOXES SHALL BE GALVANIZED, EPOXY-COATED OR NON-CORRODINGꢙ SHALL MEET OR EXCEED UL 514A AND NEMA OS 1 AND BE RATED NEMA 1 (OR BETTER) FOR INTERIOR LOCATIONS AND WEATHER PROTECTED (WP OR BETTER) FOR EXTERIOR LOCATIONS.
26. NONMETALLIC RECEPTACLE, SWITCH AND DEVICE BOXES SHALL MEET OR EXCEED NEMA OS 2 (NEWEST REVISION) AND BE RATED NEMA 1 (OR BETTER) FOR INTERIOR LOCATIONS AND WEATHER PROTECTED (WP OR BETTER) FOR EXTERIOR LOCATIONS. RFDS REV #: 1 08/31/2023
27. THE CONTRACTOR SHALL NOTIFY AND OBTAIN NECESSARY AUTHORIZATION FROM THE CARRIER AND/OR DISH Wꢐꢗꢘꢈꢘꢁꢁ L.L.C. AND TOWER OWNER BEFORE COMMENCING WORK ON THE AC POWER DISTRIBUTION PANELS.
CONSTRUCTION
DOCUMENTS
SUBMITTALS
REV DATE DESCRIPTION
09/27/2023 90% CONSTRUCTION
11/15/2023 100% CONSTRUCTION
04/19/2024 LANDLORD REVISION
05/28/2024 CLIENT REVISION
SPECTRUM SERVICES INC. PROJECT NUMBER
LSSNA03046C
DISH WIRELESS PROJECT NUMBER
LSSNA03046C
5546 BERYL STREET
RANCHO CUCAMONGA, CA 91737
METER ADDRESS:
5704 BERYL STREET
SHEET TITLE
GENERAL NOTES
SHEET NUMBER
GROUNDING NOTES:
1. ALL GROUND ELECTRODE SYSTEMS (INCLUDING TELECOMMUNICATION, RADIO, LIGHTNING PROTECTION AND AC POWER GES'S) SHALL BE BONDED TOGETHER AT OR BELOW GRADE, BY TWO OR MORE COPPER BONDING CONDUCTORS IN ACCORDANCE WITH THE NEC.
2. FURNISH AND INSTALL SUPPLEMENTAL GROUND ELECTRODES AS NEEDED TO ACHIEVE A TEST RESULT OF 5 OHMS OR LESS.
3. THE CONTRACTOR IS RESPONSIBLE FOR PROPERLY SEQUENCING GROUNDING AND UNDERGROUND CONDUIT INSTALLATION AS TO PREVENT ANY LOSS OF CONTINUITY IN THE GROUNDING SYSTEM OR DAMAGE TO THE CONDUIT AND PROVIDE TESTING RESULTS.
4. METAL CONDUIT AND TRAY SHALL BE GROUNDED AND MADE ELECTRICALLY CONTINUOUS WITH LISTED BONDING FITTINGS OR BY BONDING ACROSS THE DISCONTINUITY WITH #6 COPPER WIRE UL APPROVED GROUNDING TYPE CONDUIT CLAMPS.
5. METAL RACEWAY SHALL NOT BE USED AS THE NEC REQUIRED EQUIPMENT GROUND CONDUCTOR. STRANDED COPPER CONDUCTORS WITH GREEN INSULATION, SIZED IN ACCORDANCE WITH THE NEC, SHALL BE FURNISHED AND INSTALLED WITH THE POWER CIRCUITS TO BTS EQUIPMENT.
6. EACH CABINET FRAME SHALL BE DIRECTLY CONNECTED TO THE MASTER GROUND BAR WITH GREEN INSULATED SUPPLEMENTAL EQUIPMENT GROUND WIRES, #6 STRANDED COPPER OR LARGER FOR INDOOR BTSꢙ #2 BARE SOLID TINNED COPPER FOR OUTDOOR BTS.
THE CONTRACTOR SHALL PERFORM IEEE FALL-OF-POTENTIAL RESISTANCE TO EARTH TESTING (PER IEEE 1100 AND 81) FOR GROUND ELECTRODE SYSTEMS, THE CONTRACTOR SHALL
WI RELESS
®
7. 8.
9. CONNECTIONS TO THE GROUND BUS SHALL NOT BE DOUBLED UP OR STACKED BACK TO BACK CONNECTIONS ON OPPOSITE SIDE OF THE GROUND BUS ARE PERMITTED.
ALL EXTERIOR GROUND CONDUCTORS BETWEEN EQUIPMENT/GROUND BARS AND THE GROUND RING SHALL BE #2 SOLID TINNED COPPER UNLESS OTHERWISE INDICATED.
ALUMINUM CONDUCTOR OR COPPER CLAD STEEL CONDUCTOR SHALL NOT BE USED FOR GROUNDING CONNECTIONS. 7545 IRVINE CENTER DR. SUITE 250,
IRVINE, CALIFORNIA 92618
10. 11.
12. 13.
14. 15.
16. 17.
18. 19.
USE OF 90ꢅ BENDS IN THE PROTECTION GROUNDING CONDUCTORS SHALL BE AVOIDED WHEN 45ꢅ BENDS CAN BE ADEQUATELY SUPPORTED.
EXOTHERMIC WELDS SHALL BE USED FOR ALL GROUNDING CONNECTIONS BELOW GRADE.
ALL GROUND CONNECTIONS ABOVE GRADE (INTERIOR AND EXTERIOR) SHALL BE FORMED USING HIGH PRESS CRIMPS.
COMPRESSION GROUND CONNECTIONS MAY BE REPLACED BY EXOTHERMIC WELD CONNECTIONS.
ICE BRIDGE BONDING CONDUCTORS SHALL BE EXOTHERMICALLY BONDED OR BOLTED TO THE BRIDGE AND THE TOWER GROUND BAR.
APPROVED ANTIOXIDANT COATINGS (ꢐ.ꢘ. CONDUCTIVE GEL OR PASTE) SHALL BE USED ON ALL COMPRESSION AND BOLTED GROUND CONNECTIONS.
ALL EXTERIOR GROUND CONNECTIONS SHALL BE COATED WITH A CORROSION RESISTANT MATERIAL.
MISCELLANEOUS ELECTRICAL AND NON-ELECTRICAL METAL BOXES, FRAMES AND SUPPORTS SHALL BE BONDED TO THE GROUND RING, IN ACCORDANCE WITH THE NEC.
BOND ALL METALLIC OBJECTS WITHIN 6 ꢍꢒ OF MAIN GROUND RING WITH (1) #2 BARE SOLID TINNED COPPER GROUND CONDUCTOR.
GROUND CONDUCTORS USED FOR THE FACILITY GROUNDING AND LIGHTNING PROTECTION SYSTEMS SHALL NOT BE ROUTED THROUGH METALLIC OBJECTS THAT FORM A RING AROUND THE CONDUCTOR, SUCH AS METALLIC CONDUITS, METAL SUPPORT CLIPS OR SLEEVES THROUGH WALLS OR FLOORS. WHEN IT IS REQUIRED TO BE HOUSED IN CONDUIT TO MEET CODE REQUIREMENTS OR LOCAL CONDITIONS, NON-METALLIC MATERIAL SUCH AS PVC CONDUIT SHALL BE USED. WHERE USE OF METAL CONDUIT IS UNAVOIDABLE (ꢐ.ꢘ., NONMETALLIC CONDUIT PROHIBITED BY LOCAL CODE) THE GROUND CONDUCTOR SHALL BE BONDED TO EACH END OF THE METAL CONDUIT.
SPECTRUM SERVICES, LLC.
4850 W. OQUENDO ROAD
LAS VEGAS, NEVADA 89118
PH. (702) 367-7705
20. ALL GROUNDS THAT TRANSITION FROM BELOW GRADE TO ABOVE GRADE MUST BE #2 BARE SOLID TINNED COPPER IN 3/4" NON-METALLIC, FLEXIBLE CONDUIT FROM 24" BELOW GRADE TO WITHIN 3" TO 6" OF CAD-WELD TERMINATION POINT. THE EXPOSED END OF THE CONDUIT MUST BE SEALED WITH SILICONE CAULK. (ADD TRANSITIONING GROUND STANDARD DETAIL AS WELL).
21. BUILDINGS WHERE THE MAIN GROUNDING CONDUCTORS ARE REQUIRED TO BE ROUTED TO GRADE, THE CONTRACTOR SHALL ROUTE TWO GROUNDING CONDUCTORS FROM THE ROOFTOP, TOWERS, AND WATER TOWERS GROUNDING RING, TO THE EXISTING GROUNDING SYSTEM, THE GROUNDING CONDUCTORS SHALL NOT BE SMALLER THAN 2/0 COPPER. ROOFTOP
GROUNDING RING SHALL BE BONDED TO THE EXISTING GROUNDING SYSTEM, THE BUILDING STEEL COLUMNS, LIGHTNING PROTECTION SYSTEM, AND BUILDING MAIN WATER LINE (FERROUS OR NONFERROUS METAL PIPING ONLY). DO NOT ATTACH GROUNDING TO FIRE SPRINKLER SYSTEM PIPES. 03/31/26
IT IS A VIOLATION OF LAW FOR ANY PERSON,
UNLESS THEY ARE ACTING UNDER THE DIRECTION
OF A LICENSED PROFESSIONAL ENGINEER,
TO ALTER THIS DOCUMENT.
DRAWN BY:
DC
CHECKED BY:
GH
APPROVED BY:
GH
RFDS REV #: 1 08/31/2023
CONSTRUCTION
DOCUMENTS
SUBMITTALS
REV DATE DESCRIPTION
09/27/2023 90% CONSTRUCTION
11/15/2023 100% CONSTRUCTION
04/19/2024 LANDLORD REVISION
05/28/2024 CLIENT REVISION
SPECTRUM SERVICES INC. PROJECT NUMBER
LSSNA03046C
DISH WIRELESS PROJECT NUMBER
LSSNA03046C
5546 BERYL STREET
RANCHO CUCAMONGA, CA 91737
METER ADDRESS:
5704 BERYL STREET
SHEET TITLE
GENERAL NOTES
SHEET NUMBER
© 2024 SOLAR COMMUNICATIONS
INTERNATIONAL, INC.
41745 Anza Road
Temecula, CA 92592
Phone: (951) 698-5985
www.RFTransparent.com
©
“ ”
D A T E : 5/24/24DESIGNED: KJG D R A F T E R : KJG
REVISIONS
R E V D A T E D E S C R I P T I O N
DRAWING INDEX
T1
N 1
S 1
S 2
TITLE SHEET
LSSNA03046C
NOTES & SPECIFICATIONS
ELEVATION VIEW
DETAILS
DISH WIRELESS
POLE- MOUNTED CONCEALMENT
LOCATI ON:
5546 BERYL STREET
RANCHO C U C A M O N G A , CA 91737
SAN BERNARDINO COUNTY 05/24/2024
U1085.2385.241
T1
R E V
0
DESIGN CRITERIA GENERAL NOTES SPECIAL INSPECTIONS, TESTING & STRUCTURAL OBSERVATIONS T R U C T U R A L DESIGN IS BASED ON THE CALIFORNIA BUILDING CODE, 2022 EDITION (2021 IBC) AND THE ASCE 7-16 STANDARD
1. CONTRACTOR SHALL FIELD VERIFY SITE OR LAYOUT RESTRICTIONS, SITECONDITIONS, DIMENSIONS, AND ELEVATIONS BEFORE START OF CONSTRUCTION. ANYDISCREPANCIES SHALL BE BROUGHT TO THE ATTENTION OF SCI, INC. PRIOR TO BEGINNING PROJECT. ALL WORK SHALL BE PERFORMED USING ACCEPTED CONSTRUCTION PRACTICES.
CONTRACTOR TO VERIFY MATERIALS PROVIDED BY SCI PRIOR TO INSTALLATION.
1. STEEL FABRICATION SHALL BE DONE ON THE PREMISES OF A FABRICATOR REGISTERED
AND APPROVED AS REQUIRED BY THE BUILDING OFFICIAL TO PERFORM SUCH W O R K WITHOUT SPECIAL INSPECTION. ALTERNATIVELY, SPECIAL INSPECTION OF MATERIALS,
WELDING, AND FABRICATION P R O C E D U R E S SHALL BE REQUIRED FOR FABRICATION BY ANUNAPPROVEDFABRICATOR.
2. NO FIELD WELDING SHALL BE PERMITTED
3. N O N D E S T R U C T I V E TESTING IS REQUIRED FOR CJP G R O O V E WELDS IN MATERIAL 5/16" THICK OR GREATER.
DESIGNLOADS:
· W I N D : © 2024 SOLAR COMMUNICATIONS
INTERNATIONAL, INC.
2. ALL ENGINEERING PLANS, DRAWINGS, DESIGNS, CALCULATIONS AND SPECIFICATIONS (COLLECTIVELY, “PLANS”) ARE DESIGNED TO THE PROPRIETARY MANUFACTURING SPECIFICATIONS OF SOLAR COMMUNICATIONS INTERNATIONAL, INC. (“SCI”) INTENDED AND AUTHORIZED SOLELY FOR USE WITH PRODUCT PRODUCED BY SCI. UNAUTHORIZEDUSEIS STRICTLYPROHIBITED. CUSTOMER AGREES TO DEFEND, INDEMNIFY AND HOLD SCI HARMLESS
FROM AND AGAINST ANY AND ALL DEMANDS, CLAIMS, SUITS, PROCEEDINGS, LOSSES, LIABILITIES,
DAMAGES, FEES, COSTS AND EXPENSES (INCLUDING, WITHOUT LIMITATION, REASONABLE
A T T O R N E Y S ' FEES AND COSTS) ARISING FROM OR RELATING TO ANY UNAUTHORIZED USE OF SCI'S PLANS BY CUSTOMER.
□WIND SPEED = 96 MPH (3-SEC GUST) PER THE ASCE 7-16 STANDARD □RISKCATEGORY: II
□E X P O S U R E : C
□T O P O G R A P H I C C A T E G O R Y : 1
41745 Anza Road
Temecula, CA 92592
Phone: (951) 698-5985
www.RFTransparent.com□CRESTHEIGHT: 0 FT 4. THE FOLLOWING SPECIAL INSPECTIONS SHALL BE REQUIRED PER CHAPTER 17 OF THE BUILDINGCODE:□E L E V A T I O N : 1,844 FT ABOVE SEA LEVEL · ICE: · SPECIAL INSPECTION OF HIGH-STRENGTH BOLTING (WHEN APPLICABLE):
o PERIODIC SPECIAL INSPECTION IF BOLTS ARE PRETENSIONED WITH
M A T C H - M A R K I N G T E C H N I Q U E S
©
□0.000001" RADIAL ICE THICKNESS @30 MPH (3-SEC GUST) PER THE ASCE 7-16
S T A N D A R D
· SEISMIC:
3. NO FIELD MODIFICATIONS MAY BE MADE TO RFTRANSPARENT PANELS WITHOUT THE EXPRESS WRITTEN CONSENT FROM THE ENGINEER OF RECORD. SCI, INC. A N D
ENGINEER OF RECORD ASSUME NO RESPONSIBILITY FOR THE STRUCTURE IF
ALTERATIONS AND/OR ADDITIONS ARE MADE TO THE DESIGN AS SHOWN IN THESE DRAWINGS.
“ ”
o C O N T I N U O U S SPECIAL INSPECTION OF ALL OTHER HIGH-STRENGTH BOLTING□I M P O R T A N C E F A C T O R : 1.00
□RISKCATEGORY: II ·
·
PERIODIC SPECIAL INSPECTION OF P L A C E M E N T OF REINFORCING STEEL
CONTINUOUS SPECIAL INSPECTION OF ANCHOR BOLTS PRIOR TO AND DURING
C O N C R E T E P L A C E M E N T
D A T E : 5/24/24DESIGNED: KJG D R A F T E R : KJG□MAPPEDSPECTRALRESPONSEACCELERATIONS:
§ S = 1.858g, S = 0.698g 4. THE CONTRACTOR AND ALL SUBCONTRACTORS SHALL COMPLY WITH ALL LOCAL CODES,
REGULATIONS, AND ORDINANCES AS WELL AS STATE DEPARTMENT OF INDUSTRIAL REGULATIONS AND DIVISION OF INDUSTRIAL SAFETY (OSHA) REQUIREMENTS.
5. THE CONTRACTOR SHALL SUPERVISE AND DIRECT ALL WORK TO THE BEST OF HIS/HER ABILITY AND SKILL. CONTRACTOR SHALL BE SOLELY RESPONSIBLE FOR ALL
CONSTRUCTIONMEANS, M E T H O D S , TECHNIQUES, P R O C E D U R E S , ANDSEQUENCES, A N D FOR COORDINATING ALL PORTIONS OF THE WORK UNDER THE CONTRACT.
6. THE CONTRACTOR SHALL VERIFY, COORDINATE, AND PROVIDE ALL NECESSARY
BLOCKING, BACKING, FRAMING, H A N G E R S , OR OTHER SUPPORTS FOR ALL ITEMS REQUIRINGSAME, W H E T H E R SHOWN OR NOT. THE CONTRACTOR SHALL BE RESPONSIBLE FOR ALL TEMPORARY BRACING, SHORING, F O R M W O R K , ETC., AND SHALL
CONFORM TO ALL NATIONAL, STATE, AND LOCAL ORDINANCES AND CODES, IN ORDER TO SAFELY EXECUTE ALL STAGES OF WORK TO COMPLETE THIS PROJECT.
7. IT IS THE INTENT OF THESE DRAWINGS TO SHOW THE COMPLETED INSTALLATION OF THE STRUCTURESHOWN.
8. CONTRACTOR ASSUMES RESPONSIBILITY FOR JOB SITE CONDITIONS DURING THE
COURSE OF CONSTRUCTION OF THE PROJECT, INCLUDING THE SAFETY OF ALL PERSONS
A N D PROPERTY IN ACCORDANCE WITH GENERALLY ACCEPTED CONSTRUCTION PRACTICES. THISREQUIREMENTAPPLIESCONTINUOUSLY, AND IS NOT LIMITED TO NORMAL WORKING HOURS.
9. CONTRACTOR TO HOLD ENGINEER HARMLESS FROM ANY AND ALL LIABILITY, REAL OR ALLEGED, IN CONNECTION WITH THE PERFORMANCE OF WORK ON THIS PROJECT.
10. IT IS THE RESPONSIBILITY OF THE CONTRACTOR TO LOCATE ALL EXISTING UTILITIES, SHOWN OR NOT SHOWN. THE CONTRACTOR IS FINANCIALLY RESPONSIBLE FOR REPAIR
OR REPLACEMENT OF UTILITIES OR OTHER PROPERTY DAMAGED IN CONJUNCTION WITH THE EXECUTION OF WORK ON THIS PROJECT.
REVISIONSS 1
·
·
CONTINUOUS SPECIAL INSPECTION OF C O N C R E T E P L A C E M E N T
CONTINUOUS SPECIAL INSPECTION OF DRILLING OPERATIONS FOR PIER
F O U N D A T I O N S
□SITECLASS: D R E V D A T E D E S C R I P T I O N
□SPECTRALRESPONSECOEFFICIENTS:
§ S = 1.239g, SD1= 0.791g
D S ·
·
CONTINUOUS SPECIAL INSPECTION TO VERIFY LOCATION, P L U M B N E S S ,
DIAMETER, AND LENGTH OF PIER FOUNDATIONS
SAMPLING & TESTING OF C O N C R E T E PER CHAPTER 17 OF THE BUILDING CODE
TO VERIFY STRENGTH AND SLUMP
□SEISMICDESIGNCATEGORY: D
4. SPECIAL INSPECTION IS NOT REQUIRED FOR W O R K OF A MINOR NATURE OR AS
W A R R A N T E D BY CONDITIONS IN THE JURISDICTION AS APPROVED BY THE BUILDING OFFICIAL. THUS, SPECIAL INSPECTION ITEMS ABOVE MAY BE WAIVED AS DEEMED APPROPRIATE BY THE BUILDING OFFICIAL.
5. NO S T R U C T U R A L OBSERVATION IS REQUIRED UNLESS NOTED IN CHAPTER 17 OF THE BUILDING CODE OR BY THE JURISDICTION.
DISH WIRELESS
STRUCTURAL STEEL
DISCLAIMERS1. ALL STEEL R E C T A N G U L A R TUBES (HSS) SHALL C O N F O R M w/ ASTM A500 GR B (46 KSI), U N O
2. ALL OTHER STEEL SHAPES & PLATES SHALL C O N F O R M w/ ASTM A36, UNO
3. ALL BOLTS FOR STEEL-TO-STEEL C O N N E C T I O N S SHALL C O N F O R M w/ ASTM F3125 GR A325, UNO
4. ALL WELDING SHALL BE P E R F O R M E D IN A C C O R D A N C E WITH THE SPECIFICATIONS AND
P R O C E D U R E S OF THE AMERICAN WELDING SOCIETY (AWS) BY CERTIFIED W E L D E R S PER AWS D1.1. WELDS SHALL BE P E R F O R M E D WITH MINIMUM E70XX L O W - H Y D R O G E N ELECTRODE EXCEPT W H E R E HIGHER STRENGTH ELECTRODE IS REQUIRED BY AWS D1.1.
5. ALL STEEL SURFACES SHALL BE GALVANIZED IN A C C O R D A N C E w/ ASTM A123 AND ASTM F2329STANDARDS.
6. ALL S T R U C T U R A L BOLTS SHALL BE TIGHTENED PER AN APPROVED PRETENSIONING METHOD AS DEFINED BY AISC. FOR EASE OF INSPECTION, THE "TURN-OF-NUT" METHOD AS DEFINED BY AISC WITH MATCH-MARKING TECHNIQUES IS R E C O M M E N D E D .
7. ALL BOLT HOLES SHALL BE STANDARD SIZE PER TABLE J3.3 OF AISC UNO W A S H E R S ARE
REQUIRED FOR ANY CONNECTION THAT HAS LARGER THAN STANDARD SIZED BOLT H O L E S .
1. ALL S T R U C T U R A L C O M P O N E N T S TO BE C O N N E C T E D TOGETHER SHALL BE C O M P L E T E L Y
FIT UP ON THE G R O U N D OR OTHERWISE VERIFIED FOR COMPATIBILITY PRIOR TO LIFTING ANY C O M P O N E N T INTO PLACE. REPAIRS REQUIRED DUE TO FIT-UP OR
CONNECTION COMPATIBILITY P R O B L E M S AFTER PARTIAL ERECTION ARE THE FINANCIAL RESPONSIBILITY OF THE C O N T R A C T O R .
2. SOMETELECOMMUNICATIONSTRUCTURESARESUSCEPTIBLETOWIND-INDUCED OSCILLATIONS. OSCILLATIONS MAY OCCUR AT LOW OR M O D E R A T E WIND SPEEDS AND MAY CAUSE S T R U C T U R A L D A M A G E . TIA PROVIDES NO PRACTICAL ANALYTICAL METHOD TO PREDICT AND PREVENT WIND-INDUCED S T R U C T U R A L OSCILLATIONS. VECTOR
STRUCTURALENGINEERINGRECOMMENDSFREQUENTMONITORINGTOIDENTIFY
WIND-INDUCEDOSCILLATIONANDREGULARCONDITIONASSESSMENTSTOIDENTIFY
FATIGUE CRACKING, LOOSE OR MISSING BOLTS, AND ANY OTHER S T R U C T U R A L DEFECTS. ANY OSCILLATION OR DEFECTS OBSERVED SHALL BE IMMEDIATELY
REPORTED TO VECTOR S T R U C T U R A L ENGINEERING FOR FURTHER EVALUATION AND
POSSIBLE REPAIRS OR MODIFICATIONS WHICH MAY BE REQUIRED AT THE OWNER'S E X P E N S E .
11. WEATHER PROOFING AND/OR FLASHING TO BE PROVIDED BY CONTRACTOR AS REQUIRED.
12. ALL FRP MEMBERS TO BE FIELD-CUT BY OTHERS.
13. ALL FRP MEMBERS AND PANELS TO BE SUPPLIED BY SCI. ALL STEEL MEMBERS TO BE SUPPLIEDBYCONTRACTOR.
8. ALL HEAVY HEX NUTS SHALL BE ASTM A563 GR C OR DH OR EQUIVALENT.
9. ALL H A R D E N E D W A S H E R S SHALL BE ASTM F436 OR EQUIVALENT. 3. W H E R E EFFECTIVE PROJECTED AREAS (EPA) ARE USED, IT IS THE RESPONSIBILITY OF OTHERS TO VERIFY INSTALLED EQUIPMENT DOES NOT EXCEED LISTED EPA.
TOP SECTION BASE REACTIONS
· SHEAR, V = 1,100 lb (1.0 WIND)
· AXIAL, R = 900 lb (1.0 DEAD + 1.0 ICE)
THE REACTIONS V LISTED ABOVE SHALL BE CONSIDERED TO ACT IN ANY HORIZONTAL DIRECTION. ANALYSIS OF THE M O N O P O L E SUPPORT S T R U C T U R E TO RESIST THE DESIGN REACTIONS LISTED ABOVE IS THE RESPONSIBILITY OF OTHERS. COMPLETE SEISMIC ANALYSIS OF THE EXISTING S T R U C T U R E w/ P R O P O S E D R A D O M E LOADING SHALL BE P E R F O R M E D BY O T H E R S .
05/24/2024
U1085.2385.241
N 1
R E V
0
05/24/2024
© 2024 SOLAR COMMUNICATIONS
INTERNATIONAL, INC.
41745 Anza Road
Temecula, CA 92592
Phone: (951) 698-5985
www.RFTransparent.com
©
“ ”
D A T E : 5/24/24DESIGNED: KJG D R A F T E R : KJG
REVISIONS
R E V D A T E D E S C R I P T I O N
DISH WIRELESS
05/24/2024
U1085.2385.241
S 2
R E V
0
© 2024 SOLAR COMMUNICATIONS
INTERNATIONAL, INC.
41745 Anza Road
Temecula, CA 92592
Phone: (951) 698-5985
www.RFTransparent.com
©
“ ”
D A T E : 5/24/24DESIGNED: KJG D R A F T E R : KJG
REVISIONS
R E V D A T E D E S C R I P T I O N
DRAWING INDEX
T1
N 1
S 1
S 2
TITLE SHEET
LSSNA03046C
NOTES & SPECIFICATIONS
ELEVATION VIEW
DETAILS
DISH WIRELESS
POLE- MOUNTED CONCEALMENT
LOCATI ON:
5546 BERYL STREET
RANCHO C U C A M O N G A , CA 91737
SAN BERNARDINO COUNTY 05/24/2024
U1085.2385.241
T1
R E V
0
DESIGN CRITERIA GENERAL NOTES SPECIAL INSPECTIONS, TESTING & STRUCTURAL OBSERVATIONS T R U C T U R A L DESIGN IS BASED ON THE CALIFORNIA BUILDING CODE, 2022 EDITION (2021 IBC) AND THE ASCE 7-16 STANDARD
1. CONTRACTOR SHALL FIELD VERIFY SITE OR LAYOUT RESTRICTIONS, SITECONDITIONS, DIMENSIONS, AND ELEVATIONS BEFORE START OF CONSTRUCTION. ANYDISCREPANCIES SHALL BE BROUGHT TO THE ATTENTION OF SCI, INC. PRIOR TO BEGINNING PROJECT. ALL WORK SHALL BE PERFORMED USING ACCEPTED CONSTRUCTION PRACTICES.
CONTRACTOR TO VERIFY MATERIALS PROVIDED BY SCI PRIOR TO INSTALLATION.
1. STEEL FABRICATION SHALL BE DONE ON THE PREMISES OF A FABRICATOR REGISTERED
AND APPROVED AS REQUIRED BY THE BUILDING OFFICIAL TO PERFORM SUCH W O R K WITHOUT SPECIAL INSPECTION. ALTERNATIVELY, SPECIAL INSPECTION OF MATERIALS,
WELDING, AND FABRICATION P R O C E D U R E S SHALL BE REQUIRED FOR FABRICATION BY ANUNAPPROVEDFABRICATOR.
2. NO FIELD WELDING SHALL BE PERMITTED
3. N O N D E S T R U C T I V E TESTING IS REQUIRED FOR CJP G R O O V E WELDS IN MATERIAL 5/16" THICK OR GREATER.
DESIGNLOADS:
· W I N D : © 2024 SOLAR COMMUNICATIONS
INTERNATIONAL, INC.
2. ALL ENGINEERING PLANS, DRAWINGS, DESIGNS, CALCULATIONS AND SPECIFICATIONS (COLLECTIVELY, “PLANS”) ARE DESIGNED TO THE PROPRIETARY MANUFACTURING SPECIFICATIONS OF SOLAR COMMUNICATIONS INTERNATIONAL, INC. (“SCI”) INTENDED AND AUTHORIZED SOLELY FOR USE WITH PRODUCT PRODUCED BY SCI. UNAUTHORIZEDUSEIS STRICTLYPROHIBITED. CUSTOMER AGREES TO DEFEND, INDEMNIFY AND HOLD SCI HARMLESS
FROM AND AGAINST ANY AND ALL DEMANDS, CLAIMS, SUITS, PROCEEDINGS, LOSSES, LIABILITIES,
DAMAGES, FEES, COSTS AND EXPENSES (INCLUDING, WITHOUT LIMITATION, REASONABLE
A T T O R N E Y S ' FEES AND COSTS) ARISING FROM OR RELATING TO ANY UNAUTHORIZED USE OF SCI'S PLANS BY CUSTOMER.
□WIND SPEED = 96 MPH (3-SEC GUST) PER THE ASCE 7-16 STANDARD □RISKCATEGORY: II
□E X P O S U R E : C
□T O P O G R A P H I C C A T E G O R Y : 1
41745 Anza Road
Temecula, CA 92592
Phone: (951) 698-5985
www.RFTransparent.com□CRESTHEIGHT: 0 FT 4. THE FOLLOWING SPECIAL INSPECTIONS SHALL BE REQUIRED PER CHAPTER 17 OF THE BUILDINGCODE:□E L E V A T I O N : 1,844 FT ABOVE SEA LEVEL · ICE: · SPECIAL INSPECTION OF HIGH-STRENGTH BOLTING (WHEN APPLICABLE):
o PERIODIC SPECIAL INSPECTION IF BOLTS ARE PRETENSIONED WITH
M A T C H - M A R K I N G T E C H N I Q U E S
©
□0.000001" RADIAL ICE THICKNESS @30 MPH (3-SEC GUST) PER THE ASCE 7-16
S T A N D A R D
· SEISMIC:
3. NO FIELD MODIFICATIONS MAY BE MADE TO RFTRANSPARENT PANELS WITHOUT THE EXPRESS WRITTEN CONSENT FROM THE ENGINEER OF RECORD. SCI, INC. A N D
ENGINEER OF RECORD ASSUME NO RESPONSIBILITY FOR THE STRUCTURE IF
ALTERATIONS AND/OR ADDITIONS ARE MADE TO THE DESIGN AS SHOWN IN THESE DRAWINGS.
“ ”
o C O N T I N U O U S SPECIAL INSPECTION OF ALL OTHER HIGH-STRENGTH BOLTING□I M P O R T A N C E F A C T O R : 1.00
□RISKCATEGORY: II ·
·
PERIODIC SPECIAL INSPECTION OF P L A C E M E N T OF REINFORCING STEEL
CONTINUOUS SPECIAL INSPECTION OF ANCHOR BOLTS PRIOR TO AND DURING
C O N C R E T E P L A C E M E N T
D A T E : 5/24/24DESIGNED: KJG D R A F T E R : KJG□MAPPEDSPECTRALRESPONSEACCELERATIONS:
§ S = 1.858g, S = 0.698g 4. THE CONTRACTOR AND ALL SUBCONTRACTORS SHALL COMPLY WITH ALL LOCAL CODES,
REGULATIONS, AND ORDINANCES AS WELL AS STATE DEPARTMENT OF INDUSTRIAL REGULATIONS AND DIVISION OF INDUSTRIAL SAFETY (OSHA) REQUIREMENTS.
5. THE CONTRACTOR SHALL SUPERVISE AND DIRECT ALL WORK TO THE BEST OF HIS/HER ABILITY AND SKILL. CONTRACTOR SHALL BE SOLELY RESPONSIBLE FOR ALL
CONSTRUCTIONMEANS, M E T H O D S , TECHNIQUES, P R O C E D U R E S , ANDSEQUENCES, A N D FOR COORDINATING ALL PORTIONS OF THE WORK UNDER THE CONTRACT.
6. THE CONTRACTOR SHALL VERIFY, COORDINATE, AND PROVIDE ALL NECESSARY
BLOCKING, BACKING, FRAMING, H A N G E R S , OR OTHER SUPPORTS FOR ALL ITEMS REQUIRINGSAME, W H E T H E R SHOWN OR NOT. THE CONTRACTOR SHALL BE RESPONSIBLE FOR ALL TEMPORARY BRACING, SHORING, F O R M W O R K , ETC., AND SHALL
CONFORM TO ALL NATIONAL, STATE, AND LOCAL ORDINANCES AND CODES, IN ORDER TO SAFELY EXECUTE ALL STAGES OF WORK TO COMPLETE THIS PROJECT.
7. IT IS THE INTENT OF THESE DRAWINGS TO SHOW THE COMPLETED INSTALLATION OF THE STRUCTURESHOWN.
8. CONTRACTOR ASSUMES RESPONSIBILITY FOR JOB SITE CONDITIONS DURING THE
COURSE OF CONSTRUCTION OF THE PROJECT, INCLUDING THE SAFETY OF ALL PERSONS
A N D PROPERTY IN ACCORDANCE WITH GENERALLY ACCEPTED CONSTRUCTION PRACTICES. THISREQUIREMENTAPPLIESCONTINUOUSLY, AND IS NOT LIMITED TO NORMAL WORKING HOURS.
9. CONTRACTOR TO HOLD ENGINEER HARMLESS FROM ANY AND ALL LIABILITY, REAL OR ALLEGED, IN CONNECTION WITH THE PERFORMANCE OF WORK ON THIS PROJECT.
10. IT IS THE RESPONSIBILITY OF THE CONTRACTOR TO LOCATE ALL EXISTING UTILITIES, SHOWN OR NOT SHOWN. THE CONTRACTOR IS FINANCIALLY RESPONSIBLE FOR REPAIR
OR REPLACEMENT OF UTILITIES OR OTHER PROPERTY DAMAGED IN CONJUNCTION WITH THE EXECUTION OF WORK ON THIS PROJECT.
REVISIONSS 1
·
·
CONTINUOUS SPECIAL INSPECTION OF C O N C R E T E P L A C E M E N T
CONTINUOUS SPECIAL INSPECTION OF DRILLING OPERATIONS FOR PIER
F O U N D A T I O N S
□SITECLASS: D R E V D A T E D E S C R I P T I O N
□SPECTRALRESPONSECOEFFICIENTS:
§ S = 1.239g, SD1= 0.791g
D S ·
·
CONTINUOUS SPECIAL INSPECTION TO VERIFY LOCATION, P L U M B N E S S ,
DIAMETER, AND LENGTH OF PIER FOUNDATIONS
SAMPLING & TESTING OF C O N C R E T E PER CHAPTER 17 OF THE BUILDING CODE
TO VERIFY STRENGTH AND SLUMP
□SEISMICDESIGNCATEGORY: D
4. SPECIAL INSPECTION IS NOT REQUIRED FOR W O R K OF A MINOR NATURE OR AS
W A R R A N T E D BY CONDITIONS IN THE JURISDICTION AS APPROVED BY THE BUILDING OFFICIAL. THUS, SPECIAL INSPECTION ITEMS ABOVE MAY BE WAIVED AS DEEMED APPROPRIATE BY THE BUILDING OFFICIAL.
5. NO S T R U C T U R A L OBSERVATION IS REQUIRED UNLESS NOTED IN CHAPTER 17 OF THE BUILDING CODE OR BY THE JURISDICTION.
DISH WIRELESS
STRUCTURAL STEEL
DISCLAIMERS1. ALL STEEL R E C T A N G U L A R TUBES (HSS) SHALL C O N F O R M w/ ASTM A500 GR B (46 KSI), U N O
2. ALL OTHER STEEL SHAPES & PLATES SHALL C O N F O R M w/ ASTM A36, UNO
3. ALL BOLTS FOR STEEL-TO-STEEL C O N N E C T I O N S SHALL C O N F O R M w/ ASTM F3125 GR A325, UNO
4. ALL WELDING SHALL BE P E R F O R M E D IN A C C O R D A N C E WITH THE SPECIFICATIONS AND
P R O C E D U R E S OF THE AMERICAN WELDING SOCIETY (AWS) BY CERTIFIED W E L D E R S PER AWS D1.1. WELDS SHALL BE P E R F O R M E D WITH MINIMUM E70XX L O W - H Y D R O G E N ELECTRODE EXCEPT W H E R E HIGHER STRENGTH ELECTRODE IS REQUIRED BY AWS D1.1.
5. ALL STEEL SURFACES SHALL BE GALVANIZED IN A C C O R D A N C E w/ ASTM A123 AND ASTM F2329STANDARDS.
6. ALL S T R U C T U R A L BOLTS SHALL BE TIGHTENED PER AN APPROVED PRETENSIONING METHOD AS DEFINED BY AISC. FOR EASE OF INSPECTION, THE "TURN-OF-NUT" METHOD AS DEFINED BY AISC WITH MATCH-MARKING TECHNIQUES IS R E C O M M E N D E D .
7. ALL BOLT HOLES SHALL BE STANDARD SIZE PER TABLE J3.3 OF AISC UNO W A S H E R S ARE
REQUIRED FOR ANY CONNECTION THAT HAS LARGER THAN STANDARD SIZED BOLT H O L E S .
1. ALL S T R U C T U R A L C O M P O N E N T S TO BE C O N N E C T E D TOGETHER SHALL BE C O M P L E T E L Y
FIT UP ON THE G R O U N D OR OTHERWISE VERIFIED FOR COMPATIBILITY PRIOR TO LIFTING ANY C O M P O N E N T INTO PLACE. REPAIRS REQUIRED DUE TO FIT-UP OR
CONNECTION COMPATIBILITY P R O B L E M S AFTER PARTIAL ERECTION ARE THE FINANCIAL RESPONSIBILITY OF THE C O N T R A C T O R .
2. SOMETELECOMMUNICATIONSTRUCTURESARESUSCEPTIBLETOWIND-INDUCED OSCILLATIONS. OSCILLATIONS MAY OCCUR AT LOW OR M O D E R A T E WIND SPEEDS AND MAY CAUSE S T R U C T U R A L D A M A G E . TIA PROVIDES NO PRACTICAL ANALYTICAL METHOD TO PREDICT AND PREVENT WIND-INDUCED S T R U C T U R A L OSCILLATIONS. VECTOR
STRUCTURALENGINEERINGRECOMMENDSFREQUENTMONITORINGTOIDENTIFY
WIND-INDUCEDOSCILLATIONANDREGULARCONDITIONASSESSMENTSTOIDENTIFY
FATIGUE CRACKING, LOOSE OR MISSING BOLTS, AND ANY OTHER S T R U C T U R A L DEFECTS. ANY OSCILLATION OR DEFECTS OBSERVED SHALL BE IMMEDIATELY
REPORTED TO VECTOR S T R U C T U R A L ENGINEERING FOR FURTHER EVALUATION AND
POSSIBLE REPAIRS OR MODIFICATIONS WHICH MAY BE REQUIRED AT THE OWNER'S E X P E N S E .
11. WEATHER PROOFING AND/OR FLASHING TO BE PROVIDED BY CONTRACTOR AS REQUIRED.
12. ALL FRP MEMBERS TO BE FIELD-CUT BY OTHERS.
13. ALL FRP MEMBERS AND PANELS TO BE SUPPLIED BY SCI. ALL STEEL MEMBERS TO BE SUPPLIEDBYCONTRACTOR.
8. ALL HEAVY HEX NUTS SHALL BE ASTM A563 GR C OR DH OR EQUIVALENT.
9. ALL H A R D E N E D W A S H E R S SHALL BE ASTM F436 OR EQUIVALENT. 3. W H E R E EFFECTIVE PROJECTED AREAS (EPA) ARE USED, IT IS THE RESPONSIBILITY OF OTHERS TO VERIFY INSTALLED EQUIPMENT DOES NOT EXCEED LISTED EPA.
TOP SECTION BASE REACTIONS
· SHEAR, V = 1,100 lb (1.0 WIND)
· AXIAL, R = 900 lb (1.0 DEAD + 1.0 ICE)
THE REACTIONS V LISTED ABOVE SHALL BE CONSIDERED TO ACT IN ANY HORIZONTAL DIRECTION. ANALYSIS OF THE M O N O P O L E SUPPORT S T R U C T U R E TO RESIST THE DESIGN REACTIONS LISTED ABOVE IS THE RESPONSIBILITY OF OTHERS. COMPLETE SEISMIC ANALYSIS OF THE EXISTING S T R U C T U R E w/ P R O P O S E D R A D O M E LOADING SHALL BE P E R F O R M E D BY O T H E R S .
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© 2024 SOLAR COMMUNICATIONS
INTERNATIONAL, INC.
41745 Anza Road
Temecula, CA 92592
Phone: (951) 698-5985
www.RFTransparent.com
©
“ ”
D A T E : 5/24/24DESIGNED: KJG D R A F T E R : KJG
REVISIONS
R E V D A T E D E S C R I P T I O N
DISH WIRELESS
05/24/2024
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Exhibit B
DATE: November 20, 2024
TO: Mayor and Members of the City Council
FROM: John R. Gillison, City Manager
INITIATED BY: Zack Neighbors, Building and Safety Services Director SUBJECT: Consideration to Approve the Purchase and First Year Subscription in the Amount of $92,739.00 for the Purchase and First Year Subscription of “GWiz” a Gray Quarter Inc. Software Enhancement Specifically Designed to Improve the Functionality and Service Levels of our Existing Accela Automation Civic Platform. (CITY)
RECOMMENDATION:
Staff recommends the City Council approve the purchase and first year subscription of the “GWiz” Gray Quarter Inc. software enhancement.
BACKGROUND:
In 2014, the city changed its plan check and permit platform it had used for 15 years from Tidemark to Accela. Over the last 10 years the city has modified the Accela platform to create new records which promoted streamlining and customer service through the permitting process, but the existing Accela Citizen Access portal is extremely rigid and does not allow for changes that would promote customer service.
ANALYSIS:
Gray Quarter Inc. offers a product called “GWiz,” a software enhancement specifically designed to complement and improve the functionality of our existing Accela Automation Civic Platform.
Accela serves as the backbone of our Building & Safety, Planning, Engineering, and Fire Departments by facilitating the intake, processing, and management of various project applications, permits, and inspections submitted by the public. Currently, these functions are accessible through the Accela Citizen Access (ACA) portal, which allows the public to create accounts, submit applications, pay fees, and track project statuses. However, despite its functionality, the ACA user interface has overtime become outdated and somewhat difficult to navigate for our customers.
“GWiz” addresses these issues by transforming the ACA interface into a modern, intuitive platform that significantly improves usability while remaining compatible with our current workflows. This enhancement is important for increasing public accessibility and ease of use by reducing the common difficulties applicants face when navigating the system.
One of the primary features that distinguishes “GWiz” is its Permit Wizard Tool, which guides applicants through the entire permitting process. This tool uses customizable decision trees developed and maintained by city staff to ask applicants key questions to determine their specific
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needs, such as their role (e.g., contractor, homeowner), the nature of their project, and whether they have met any prerequisite requirements. By guiding users through these tailored questions, the Permit Wizard helps streamline the application process, reduce user errors, and provide clarity. It also outlines the necessary steps before submission, significantly reducing the volume of emails and phone calls city staff receive regarding permit requirements and procedures.
FISCAL IMPACT:
The fiscal impact on the City would be $92,739.00 which covers the purchase, implementation and first year subscription. In future years the fiscal impact will be $28,779.00 for annual subscription costs charged to account F020 CC301 6600 SC2106.
COUNCIL MISSION / VISION / VALUE(S) ADDRESSED:
The purchase and implementation of “GWiz” is in alignment with City Council goals and values of relentless pursuit of improvement and providing and nurturing a high quality of life for all.
ATTACHMENTS:
Attachment 1 - Exhibit A – Gray Quarter Pricing Estimate for the purchase, implementation, and annual subscription for the “GWiz” software enhancement.
ESTIMATE
Gray Quarter, Inc.
8575 Morro Rd
Atascadero, CA 93422
[email protected]
925-236-0070
www.grayquarter.com
Bill to
City of Rancho Cucamonga, CA
Estimate details
Estimate no.: 402
Estimate date: 03/03/2024
Expiration date: 12/30/2024
Project: GQ GWiz
# Date Product or service Description Qty Rate Amount
1. GWiz Annual Subscription - Base Annual Subscription: Gray Quarter Wizard Subscription Service to Support Permitting
Process (per year).A subscription to a web-
based decision tree/wizard interface that
allows the agency to leverage the bene fits of
a modern system while reducing errors in the
application process. Includes web-based
tools to author and manage decision trees,
as well as robust reporting on wizard
sessions.
Base subscription includes unlimited
decision trees, integration with Accela,
integration with GIS, and up to 50,000 unique
wizard sessions annually.
1 $28,779.00 $28,779.00
2. Technical Consulting, T&M, Hour Gray Quarter Refresh for ACA 60 $195.00 $11,700.00
3. Technical Consulting, T&M, Hour Project Management 60 $195.00 $11,700.00
4. Technical Consulting, T&M, Hour GWiz Analysis:
Permitting/Planning/Engineering/Fire
120 $195.00 $23,400.00
5. Technical Consulting, T&M, Hour GWiz Config:
Permitting/Planning/Engineering/Fire
40 $195.00 $7,800.00
6. Technical Consulting, T&M, Hour UAT 24 $195.00 $4,680.00
7. Technical Consulting, T&M, Hour Go Live 24 $195.00 $4,680.00 Note to customer
Total $92,739.00
ATTACHMENT 1
SaaS Terms:
https://cdn.grayquarter.com/content/tos/Gray%20Quarter%20Subscription%20Services%20Terms%20(ONLINE).pdfExpiry date 12/30/2024
Accepted date Accepted by
DATE:November 20, 2024
TO:Mayor and Members of the City Council
FROM:John R. Gillison, City Manager
INITIATED BY: Jevin Kaye, Finance Director
Rick Flinchum, Finance Manager
Kelly Guerra, Special Districts Analyst
SUBJECT: Consideration to Approve and Adopt a Resolution Certifying the Results of an Election and Adding Annexation No. 2024-11 to Community Facilities District No. 2022-01 (Street Lighting Services) of the City of Rancho Cucamonga. (RESOLUTION NO. 2024-102) (CITY)
RECOMMENDATION:
It is recommended that the City Council approve and adopt the Resolution Certifying the Results of an Election and Adding Annexation No. 2024-11 to Community Facilities District No. 2022-01.
BACKGROUND:
The City Council approved Resolution No. 2022-063 (the “Resolution Authorizing Future Annexation”) authorizing the future annexation of territory to Community Facilities District No. 2022-01 (Street Lighting Services) (the “CFD 2022-01”) to provide maintenance and services to streetlights, traffic signals, and appurtenant facilities for new development.
The City conditions property owners to annex such properties into the existing CFD 2022-01 to fund street light service and maintenance. In October 2024, the Property Owner signed an Annexation Proceeding Deposit Agreement to initiate the annexation process.
ANALYSIS:
In November 2024, the Property Owner submitted their Consent and Waivers and Official Ballot, to the City Clerk’s Office Election Official. The Election Official has canvassed the ballot and completed their statement of votes cast (See Exhibit “A” of the Resolution). The Property Owner cast their vote unanimously in favor of the special tax levy for CFD 2022-01.
Adoption of this Resolution constitutes the City Council’s formal action certifying the election results and adding the Annexation Territory to CFD 2022-01 and directs the recordation of an amendment to the existing Notice of Special Tax Lien. By recordation of this amendment, prospective purchasers of the property within the Annexation Territory will have notice of the special tax obligation affecting such property.
A map showing the property is included in the Resolution.
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FISCAL IMPACT:
CFD 2022-01 was formed to be financially self-sufficient, meaning the revenues generated by the District offset the costs of providing services and can be adjusted annually based on changes in the overall operating costs of streetlights.
COUNCIL MISSION / VISION / VALUE(S) ADDRESSED:
This item addresses the City Council’s core value of intentionally embracing and anticipating our future by ensuring that new development is fiscally sustainable.
ATTACHMENTS:
Attachment 1 – Resolution Certifying the Results of an Election and Adding Annexation 2024-11
Resolution 2024-XXX Page 1 of 3
ATTACHMENT 1
RESOLUTION NO. 2024-XXX
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
RANCHO CUCAMONGA, CALIFORNIA, CERTIFYING THE
RESULTS OF AN ELECTION AND ADDING TERRITORY
TO COMMUNITY FACILITIES DISTRICT NO. 2022-01
(STREET LIGHTING SERVICES) OF THE CITY OF
RANCHO CUCAMONGA, ANNEXATION NO. 2024-11.
WHEREAS, the City Council of the City of Rancho Cucamonga, California (the “City Council”) has previously formed Community Facilities District No. 2022-01 (Street Lighting Services) of the City of Rancho Cucamonga (“CFD No. 2022-01”) pursuant to the Mello-Roos Community Facilities Act of 1982 (the “Act”), as amended, for the purpose of financing certain municipal maintenance services; and WHEREAS, acting pursuant to the Act, the City Council also authorized by the adoption of Resolution No. 2022-063 (the “Resolution Authorizing Future Annexation”) the annexation in the future of territory to CFD No. 2022-01, such territory designated as Future Annexation Area, Community Facilities District No. 2022-01 (the “Future Annexation Area”); and
WHEREAS, at this time the unanimous consent to the annexation of certain territory located within the Future Annexation Area to CFD No. 2022-01 has been received from the property owner of such territory, and such territory has been designated as ANNEXATION NO. 2024-11 (the "Territory"); and
WHEREAS, less than twelve (12) registered voters have resided within the Territory for each of the ninety (90) days preceding the election date established for the Territory, therefore, pursuant to the Act the qualified elector of the Territory shall be the "landowner," as such term is defined in Government Code Section 53317(f), of such Territory and such landowner who is the owner of record as of the applicable election date, or the authorized representative thereof, shall have one vote for each acre or portion of an acre of the parcel of land that landowner owns within such Territory; and WHEREAS, the time limit specified by the Act for conducting an election to submit the levy of the special taxes on the Territory to the qualified elector thereof and the requirements for impartial analysis and ballot arguments have been waived with the unanimous consent of the qualified elector of the Territory; and WHEREAS, the City Clerk of the City of Rancho Cucamonga has caused a ballot to be distributed to the qualified elector of the Territory, has received and canvassed such ballot and made a report to the City Council regarding the results of such canvass, a copy of which is attached as Exhibit “A” hereto and incorporated herein by this reference; and
Resolution 2024-XXX Page 2 of 3
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WHEREAS, at this time the measure voted upon and such measure did receive the favorable vote of the qualified elector of the Territory, and the City Council desires to declare the results of the election; and
WHEREAS, a map showing the Territory and designated as Annexation Map No. 2024-11 (the "Annexation Map"), a copy of which is attached as Exhibit “B” hereto and incorporated herein by this reference, has been submitted to this legislative body.
NOW, THEREFORE, IT IS HEREBY RESOLVED by the City Council of the City of Rancho Cucamonga, California, acting as the legislative body of Community Facilities District No. 2022-01, as follows:
Section 1. Recitals. The above recitals are true and correct.
Section 2. Findings. This legislative body does hereby further determine as follows:
A. The unanimous consent as described in the recitals hereto to the annexation of the Territory to CFD No. 2022-01 has been given by the owner of the Territory and such consent shall be kept on file in the Office of the City Clerk of the City of Rancho Cucamonga.
B. Less than twelve (12) registered voters have resided within the Territory for each of the ninety (90) days preceding the election date established for the each of the parcels located within the Territory, therefore, pursuant to the Act the qualified elector for the Territory shall be the "landowner" of the Territory as such term is defined in Government Code Section 53317(f).
C. The qualified elector of the Territory has voted in favor of the levy of special taxes on the Territory upon its annexation to CFD No. 2022-01.
Section 3. Territory. The boundaries and parcels of property within the Territory and on which special taxes will be levied in order to pay for the costs and expenses of authorized municipal maintenance services are shown on the Annexation Map as submitted to and hereby approved by this legislative body.
Section 4. Declaration of Annexation. This legislative body does hereby determine and declare that the Territory, and each parcel therein, is now added to and becomes a part of CFD No. 2022-01. The City Council, acting as the legislative body of CFD No. 2022-01, is hereby empowered to levy the authorized special tax within the Territory.
Section 5. Notice. Immediately upon adoption of this Resolution, notice shall be given as follows:
Resolution 2024-XXX Page 3 of 3
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A. A copy of the Annexation Map as approved shall be filed in the Office of the County Recorder no later than fifteen (15) days after the date of adoption of this Resolution.
B. An Amendment to the Notice of Special Tax Lien (Notice of Annexation) shall be recorded in the Office of the County Recorder no later than fifteen (15) days after the date of adoption of this Resolution.
Section 6. Effective Date. This Resolution shall become effective upon its adoption.
PASSED, APPROVED, AND ADOPTED this ________ day of ______________ 2024.
A - 1
EXHIBIT “A”
CERTIFICATE OF ELECTION OFFICIAL
AND STATEMENT OF VOTES CAST
B - 1
EXHIBIT “B”
ANNEXATION MAP
DATE:November 20, 2024
TO:Mayor and Members of the City Council
FROM:John R. Gillison, City Manager
INITIATED BY: Jevin Kaye, Finance Director
Rick Flinchum, Finance Manager
Kelly Guerra, Special Districts Analyst
SUBJECT: Consideration to Approve and Adopt Resolution Certifying the Results of an Election and Adding Annexation No. 2024-1 to Community Facilities District No. 2022-02 (Industrial Area Services) of the City of Rancho Cucamonga. (RESOLUTION NO. 2024-103) (CITY)
RECOMMENDATION:
It is recommended that the City Council approve and adopt the Resolution Certifying the Results of an Election and Adding Annexation No. 2024-1 to Community Facilities District No. 2022-02.
BACKGROUND:
The City Council approved Resolution No. 2022-064 (the “Resolution Authorizing Future Annexation”) authorizing the future annexation of territory to Community Facilities District No. 2022-02 (Industrial Area Services) (the “CFD 2022-02”) to provide maintenance and services to landscape, storm drains, streets and roadways and police safety calls and services throughout industrial areas.
The City conditions property owners to annex such properties into the existing CFD 2022-02 to fund industrial maintenance and services attributed to the new industrial projects. In October 2024, the Property Owner signed an Annexation Proceeding Deposit Agreement to initiate the annexation process.
ANALYSIS:
In November 2024, the Property Owner submitted their Consent and Waivers and Official Ballot, to the City Clerk’s Office Election Official. The Election Official has canvassed the ballot and completed the statement of votes cast (See Exhibit “A” of the Resolution). The Property Owner cast their vote unanimously in favor of the special tax levy for CFD 2022-02.
Adoption of this Resolution constitutes the City Council’s formal action certifying the election results and adding the Annexation Territory to CFD 2022-02 and directs the recordation of an amendment to the existing Notice of Special Tax Lien. By recordation of this amendment, prospective purchasers of the property within the Annexation Territory will have notice of the special tax obligation affecting such property.
A map showing the property is included in the Resolution.
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FISCAL IMPACT:
CFD 2022-02 was formed to be financially self-sufficient, meaning the revenues generated by the District offset the costs of providing services and can be adjusted annually based on changes in the overall operating costs of streetlights.
COUNCIL MISSION / VISION / VALUE(S) ADDRESSED:
This item addresses the City Council’s core value of intentionally embracing and anticipating our future by ensuring that new development is fiscally sustainable.
ATTACHMENTS:
Attachment 1 – Resolution Certifying the Results of an Election and Adding Annexation 2024-1
ATTACHMENT 1
RESOLUTION NO. 2024-XXX
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
RANCHO CUCAMONGA, CALIFORNIA, CERTIFYING THE
RESULTS OF AN ELECTION AND ADDING TERRITORY
TO COMMUNITY FACILITIES DISTRICT NO. 2022-02
(INDUSTRIAL AREA SERVICES) OF THE CITY OF
RANCHO CUCAMONGA, ANNEXATION 2024-1.
WHEREAS, the City Council of the City of Rancho Cucamonga, California (the “City Council”) has previously formed Community Facilities District No. 2022-02 (Industrial Area Services) of the City of Rancho Cucamonga (“CFD No. 2022-02”) pursuant to the Mello-Roos Community Facilities Act of 1982 (the “Act”), as amended, for the purpose of financing certain municipal maintenance services; and
WHEREAS, acting pursuant to the Act, the City Council also authorized by the adoption of Resolution No. 2022-064 (the “Resolution Authorizing Future Annexation”) the annexation in the future of territory to CFD No. 2022-02, such territory designated as Future Annexation Area, Community Facilities District No. 2022-02 (Industrial Area Services) (the “Future Annexation Area”); and
WHEREAS, at this time the unanimous consent to the annexation of certain territory located within the Future Annexation Area to CFD No. 2022-02 has been received from the property owner of such territory, and such territory has been designated as ANNEXATION NO. 2024-1 (the "Territory"); and
WHEREAS, less than twelve (12) registered voters have resided within the Territory for each of the ninety (90) days preceding the election date established for the Territory, therefore, pursuant to the Act the qualified elector of the Territory shall be the "landowner," as such term is defined in Government Code Section 53317(f), of such Territory and such landowner who is the owner of record as of the applicable election date, or the authorized representative thereof, shall have one vote for each acre or portion of an acre of the parcel of land that landowner owns within such Territory; and WHEREAS, the time limit specified by the Act for conducting an election to submit the levy of the special taxes on the Territory to the qualified elector thereof and the requirements for impartial analysis and ballot arguments have been waived with the unanimous consent of the qualified elector of the Territory; and WHEREAS, the City Clerk of the City of Rancho Cucamonga has caused a ballot to be distributed to the qualified elector of the Territory, has received and canvassed such ballot and made a report to the City Council regarding the results of such canvass, a copy of which is attached as Exhibit A hereto and incorporated herein by this reference; and
WHEREAS, at this time the measure voted upon and such measure did receive the favorable vote of the qualified elector of the Territory, and the City Council desires to declare the results of the election; and
WHEREAS, a map showing the Territory and designated as Annexation Map No. 2024-1 (the "Annexation Map"), a copy of which is attached as Exhibit B hereto and incorporated herein by this reference, has been submitted to this legislative body.
NOW, THEREFORE, IT IS HEREBY RESOLVED by the City Council of the City of Rancho Cucamonga, California, acting as the legislative body of Community Facilities District No. 2022-02, as follows:
Section 1. Recitals. The above recitals are true and correct.
Section 2. Findings. This legislative body does hereby further determine as follows:
A. The unanimous consent as described in the recitals hereto to the annexation of the Territory to CFD No. 2022-02 has been given by the owner of the Territory and such consent shall be kept on file in the Office of the City Clerk of the City of Rancho Cucamonga.
B. Less than twelve (12) registered voters have resided within the Territory for each of the ninety (90) days preceding the election date established for the each of the parcels located within the Territory, therefore, pursuant to the Act the qualified elector for the Territory shall be the "landowner" of the Territory as such term is defined in Government Code Section 53317(f).
C. The qualified elector of the Territory has voted in favor of the levy of special taxes on the Territory upon its annexation to CFD No. 2022-02.
Section 3. Territory. The boundaries and parcels of property within the Territory and on which special taxes will be levied in order to pay for the costs and expenses of authorized municipal maintenance services are shown on the Annexation Map as submitted to and hereby approved by this legislative body.
Section 4. Declaration of Annexation. This legislative body does hereby determine and declare that the Territory, and each parcel therein, is now added to and becomes a part of CFD No. 2022-02. The City Council, acting as the legislative body of CFD No. 2022-02, is hereby empowered to levy the authorized special tax within the Territory.
Section 5. Notice. Immediately upon adoption of this Resolution, notice shall be given as follows:
A. A copy of the Annexation Map as approved shall be filed in the Office of the County Recorder no later than fifteen (15) days after the date of adoption of this Resolution.
B. An Amendment to the Notice of Special Tax Lien (Notice of Annexation) shall be recorded in the Office of the County Recorder no later than fifteen (15) days after the date of adoption of this Resolution.
Section 6. Effective Date. This Resolution shall become effective upon its adoption.
PASSED, APPROVED, AND ADOPTED this ________ day of ______________ 2024.
A - 1
EXHIBIT “A”
CERTIFICATE OF ELECTION OFFICIAL
AND STATEMENT OF VOTES CAST
B - 1
EXHIBIT “B”
ANNEXATION MAP
DATE: November 20, 2024
TO: Mayor and Members of the City Council
FROM: John R. Gillison, City Manager
INITIATED BY: Jason C. Welday, Director of Engineering Services/City Engineer Alberto Felix, Traffic Engineer
SUBJECT: Public Hearing for Consideration of First Reading of Ordinance No. 1033, to be Read by Title Only and Waive Further Reading, Amending the Rancho Cucamonga Municipal Code (RCMC) Section 10.52.025 Paid Parking Zones Establishing the 6th Street Paid Parking Zone and the West Foothill Boulevard Paid Parking Zone. (ORDINANCE NO. 1033) (CITY)
RECOMMENDATION:
Staff recommends the City Council:
1. Conduct first reading of the attached ordinance, to be read by title only, to amend the Rancho Cucamonga Municipal Code (RCMC) Sections 10.52.025 Paid Parking Zones establishing the 6th Street Paid Parking Zone and the West Foothill Boulevard Paid Parking Zone; and
2. Designate authority to the City Engineer to set rules and regulations for the 6th Street Paid Parking Zone and the West Foothill Boulevard Paid Parking Zone as appropriate.
BACKGROUND:
The appropriate and efficient management of curb space for parking, loading, and other uses along our City streets has become increasingly important as the City matures and curb space becomes a high demand, limited supply resource. To that end, staff has been implementing methods to improve parking management in areas with high on-street parking demand.
To address increasing parking demand, on-street parking spaces will be installed as part of the 6th Street Cycle Track Project along 6th Street between Cleveland Avenue and Fairway View Place. As part of managing the utilization of the on-street parking along the residential frontage on 6th Street, staff is recommending the creation of the paid parking zones.
In addition, as a part of the West Foothill Complete Streets Project, on-street parking spaces will be installed along the north side of Foothill Boulevard between Grove Avenue and Red Hill Country Club Drive. The on-street spaces will address the lack of on-street parking in the area. In anticipation of construction of a recently approved mixed-use development on the northeast corner of Foothill Boulevard and Grove Avenue, staff is recommending the creation of the paid parking zone.
Paid parking zones have been created and proven to be effective in other areas of the City.
Some areas with high demand for parking may push the demand for parking into nearby
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residential neighborhoods. The demand can be managed with the issuance of parking permits.
The parking zones provide the ability to manage the curb spaces and adhere to the policies provided in the City’s General Plan. The paid parking discourages long-term or unnecessary parking, allowing more people to access the available parking spots along with encouraging the efficient use of on-site parking through private parking management programs.
ANALYSIS:
A total of 84 combined on-street parking spaces will be installed as a part of the 6th Street Cycle Track Project on the north and south side of 6th Street between Cleveland Avenue and Fairway View Place. The on-street parking is expected to be occupied by residents, visitors and retail/commercial units of the surrounding complexes. The paid parking zone would allow for overnight permitted parking between the hours of 10:00 p.m. and 6:00 a.m. Permits would be available for a fee to current residents and merchants located between Cleveland Avenue to the west, Milliken Avenue to the east, the rail tracks to the north and 4th Street to the south.
On the north side of Foothill Boulevard between Grove Avenue and Red Hill Country Club Drive, 10 on-street parking spaces will be installed. The on-street parking is expected to be utilized by the future tenants, both residential and retail/commercial, of the approved development on the northeast corner of Foothill Boulevard and Grove Avenue. The paid parking zone would allow for overnight permitted parking between the hours of 10:00 p.m. and 6:00 a.m. Permits would be available for a fee to current residents and merchants located between Grove Avenue to the west Red Hill Country Club Drive to the east, 500 feet north of Foothill Boulevard, and San Bernardino Road to the south.
The establishment of these two (2) paid parking zones would allow the City flexibility to manage the on-street spaces to ensure the most effective use of the parking spaces. The proposed Paid Parking Zones will accommodate the need for additional parking spaces between the hours of 10:00 p.m. and 6:00 a.m., while still allowing the businesses and residents to utilize the spaces for their guests during the daytime hours.
Permits will be valid for a year based on fiscal calendar year, July 1st through June 30th.
Notice will be provided 30 days in advance of the first day that the permits for this zone are made available for purchase to all residents/merchants within the Zone.
FISCAL IMPACT:
There will be a total of 84 permit parking spaces on 6th Street between Cleveland Avenue and Fair View Place. Along the north side of Foothill Boulevard between Grove Avenue and Red Hill Country Club Drive, there will be 10 permit parking spaces. The annual permit fee was established based on an analysis that took into consideration the costs related to parking enforcement needs, overall construction and maintenance of parking spaces, administrative costs to issue permits.
The cost recovery fee for each space was calculated to be $367. To maintain consistency with similar paid parking zones in the City, staff is proposing to impose an annual permit fee of $290 per space to be paid by those who desire to utilize the permit parking spaces.
COUNCIL MISSION / VISION / VALUE(S) ADDRESSED:
Creation of the proposed permit parking district addresses the City Council’s vision for the City by establishing programs that maintain the high quality of life in local neighborhoods that promote a work class community.
ATTACHMENTS:
Attachment 1 – Ordinance No. 1033
Ordinance No. XXXX – Page 1 of 4
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ORDINANCE NO. XXXX
AN ORDINANCE OF THE CITY OF RANCHO CUCAMONGA,
CALIFORNIA, AMENDING SECTION 10.52.025 OF THE
RANCHO CUCAMONGA MUNICIPAL CODE TO ADD THE 6th
STREET PAID PARKING ZONE, THE WEST FOOTHILL
BOULEVARD PAID PARKING ZONE AND MAKING A FINDING
OF EXEMPTION UNDER THE CALIFORNIA ENVIRONMENTAL
QUALITY ACT
The City Council of the City of Rancho Cucamonga does ordain as follows:
SECTION 1. Section 10.52.025 (“Paid Parking Zones”) of Chapter 10.52 (“Stopping, Standing or Parking Restrictions”) of Title 10 (“Vehicles and Traffic”) of the Rancho Cucamonga Municipal Code is hereby amended to read as follows:
“10.52.025 Paid parking zones.
A. Paid parking zones are those streets and portions of streets in the city where persons parking vehicles shall be required to pay a specified rate during regulated hours. Upon designation of these zones, proper signs shall be erected giving notice thereof. Parking restrictions in a paid parking zone shall not go into effect until such signage is posted. Parking spaces in the zone may be designated with white lines painted on the street.
B. No person shall park in any paid parking zone without paying the required parking rate.
C. If the parking spaces in any paid parking zone have been delineated, no person shall park a single vehicle in more than one such parking space.
D. The Cucamonga Canyon Paid Parking Zone is located on both sides of Almond Street between Sapphire Street and a point located 150 feet west of Henry Street. The hours of enforcement are from 7:00 a.m. to 6:00 p.m. The parking rate schedule shall be as follows:
Off-peak schedule (October 1 through April 30)
Nonresidents Residents
Monday through Thursday $15.00/day $0.00/day
Friday through Sunday $20.00/day $0.00/day
Peak schedule (May 1 through September 30)
Nonresidents Residents
Monday through Thursday $20.00/day $0.00/day
Friday through Sunday $25.00/day $0.00/day
Ordinance No. XXXX – Page 2 of 4
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For these purposes, a resident is any person who resides in the city and who can provide valid proof of residency.
E. The Hermosa Foothill Paid Parking Zone is located on the east side of Hermosa Avenue between Foothill Boulevard and Norwick Street. The hours of enforcement are from 10:00 p.m. to 6:00 a.m. Parking permits authorizing parking during the hours of enforcement are available to residents and merchants located between Cambridge Avenue to the west, Norwick to the north, Center Avenue to the east, and Devon Street to the south. The parking permit fee rate shall be as follows:
F. The East Avenue Paid Parking Zone is located on the west side of East Avenue between Foothill Boulevard and Marshall Court, and the north side of Foothill Boulevard, west of East Avenue. The hours of enforcement are from 10:00 p.m. to 6:00 a.m. Parking permits authorizing parking during the hours of enforcement are available to residents and merchants located between East Avenue on the east, Foothill Boulevard on the south, a line parallel with and 750 feet west of East Avenue on the west, and the westerly prolongation of Marshal Court. The parking permit fee rate shall be as follows:
G. The 6th Street Parking Zone is located along the north and south side of 6th Street between Cleveland Avenue to the west and Milliken Avenue to the east. The hours of enforcement are from 10:00 p.m. to 6:00 a.m. Parking permits authorizing parking during the hours of enforcement are available to residents and merchants located between Cleveland Avenue to the west, Milliken Avenue to the east, the rail tracks to the north and 4th Street to the south. The parking permit fee rate shall be as follows:
H. The West Foothill Boulevard Paid Parking Zone is located on the north side of Foothill Boulevard between Grove Avenue and Red Hill Country Club Drive. The hours of enforcement are from 10:00 p.m. to 6:00 a.m. Parking permits authorizing parking during the hours of enforcement are available to residents and merchants located Parking Permit Fee Per Parking Space
Monday through Sunday $290.00/year
Parking Permit Fee Per Parking Space
Monday through Sunday $290.00/year
Parking Permit Fee Per Parking Space
Monday through Sunday $290.00/year
Ordinance No. XXXX – Page 3 of 4
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between Grove Avenue to the west Red Hill Country Club Drive to the east, five hundred (500) feet north of Foothill Boulevard, and San Bernardino Road to the south.
The parking permit fee rate shall be as follows:
I. The city manager or designee may adopt any measures he or she deems necessary or convenient to enforce any paid parking zone.
J. Beginning on July 1, 2025 and annually thereafter, the City Manager may update the Paid Parking Zone parking permit fees based on annual percentage change in the all-urban Consumer Price Index for Riverside-San Bernardino-Ontario, CA (CPI). Any other changes to the fee may be accomplished by resolution of the City Council.
SECTION 2. The City Council herby directs City staff to provide notice of newly created Paid Parking Zones to the property managers of the residential complexes within the areas described in Section 1 above.
SECTION 3. The City Council hereby finds that adoption of this Ordinance does not constitute a “project” within the meaning of CEQA Guidelines Section 15060(c)(2) because there is no potential that the regulations of vehicle parking imposed under this Ordinance will result in a direct or reasonably foreseeable indirect physical change in the environment. Even if the Ordinance comprises a project under CEQA, it falls within the “common sense” CEQA exemption set forth in CEQA Guidelines Section 15061(b)(3), excluding projects where “it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment.” This is because the Ordinance does not itself result in any development or increase or decrease in the number of parking spaces within the City.
SECTION 4. If any section, subsection, sentence, clause, or phrase of this Ordinance is for any reason held to be invalid or unconstitutional by a decision of any court or any competent jurisdiction, such decision shall not affect the validity of the remaining portions of this Ordinance.
The City Council hereby declares that it would passed this Ordinance, and each and every section, subsection, sentence, clause, or phrase not declared invalid or unconstitutional without regard to whether any portion of the Ordinance would be subsequently declared invalid or unconstitutional.
SECTION 5. The City Clerk shall certify to the adoption of this Ordinance and shall cause the same to be published in the manner prescribed by law.
PASSED, APPROVED, AND ADOPTED this _____ day of _______, 2024 _____________________________________
L. Dennis Michael, Mayor
Parking Permit Fee Per Parking Space
Monday through Sunday $290.00/year
Ordinance No. XXXX – Page 4 of 4
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ATTEST:__
____________________________
Janice C. Reynolds, Clerk
I, JANICE C. REYNOLDS, City Clerk of the City of Rancho Cucamonga, do hereby certify that the foregoing Ordinance was introduced at a regular meeting of the City Council of the City of Rancho Cucamonga held on the 20th day of November, 2024, and was finally passed at a regular meeting of the City Council of the City of Rancho Cucamonga held on the ___ day of ____, 2024, by the following vote:
AYES: COUNCILMEMBERS:
NOES: COUNCILMEMBERS:
ABSENT: COUNCILMEMBERS:
ABSTAINED: COUNCILMEMBERS:
DATE:November 20, 2024
TO:Mayor and Members of the City Council
President and Members of the Board of Directors
FROM:John R. Gillison, City Manager
INITIATED BY: Jevin Kaye, Finance Director
Rick Flinchum, Finance Manager
Darrell Richardson, Management Analyst II
SUBJECT: Consideration to Receive and File the First Quarter Financial Update for the Fiscal Year 2024/25 and to Approve Additional Appropriations in the Amount of $5,233,890. (CITY/FIRE)
RECOMMENDATION:
Staff recommends that the City Council and Fire Board of the Rancho Cucamonga Fire Protection District receive and file the attached quarterly financial update for the first quarter of the Fiscal Year 2024/25 and approve additional appropriations in the amount of $5,233,890 as outlined in the Fiscal Impact section.
BACKGROUND:
Quarterly, the City Manager's Office and Finance Department provide the City Council with a brief update on the budgetary performance of the City's financial performance. The report includes the City's operating funds, which consist of the General Fund, Library Fund, and Fire District. The report also provides economic factors and information to provide meaningful context for the City Council.
Additional appropriations to align with City and Fire District operations are also requested with the presentation of this report.
ANALYSIS:
The quarterly financial update includes a detailed financial analysis and discussion for the City Council’s review and consideration. With 25% of the fiscal year completed, the revenues and expenditures are generally within expected ranges, albeit with some changes needed.
As is typical with the first quarter, instances of expenditures surpass the benchmark typically stem from encumbrances made at the start of the fiscal year for departmental operations. These figures are not expenditures but rather encumbrances, which are used to record planned spending and future obligations against the budget. Encumbrances are employed as a means of budget management to prevent a department from exceeding its budget. Each department's use of encumbrances that have resulted in deviations from the benchmark are analyzed and then summarized for their purpose within the report.
The major revenue sources are also aligned with expectations for the first quarter. For example,
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inflow from property taxes does not commence until December and will be included in the second quarter's report. Similarly, sales tax receipts start in September. Other streams of revenue, such as licenses and permits, fines and forfeitures, and charges for services, are tracking closely to the expected 25% threshold of their annual budgets by the close of the first quarter overall. Overall revenues currently suggest a normal and steady start to the fiscal year.
The report includes an analysis of the most recently available economic data, including unemployment rates, the size of the labor force, consumer price index, residential real estate sales and prices, and summarized trends in sales tax. An overview of the information presented in the report is:
•As of August 2024, the City's unemployment rate increased slightly to 5.7% compared to the same period in the previous year. Despite this slight uptick, the City's unemployment remains better than that of the broader state of California, San Bernardino County, and neighboring municipalities, albeit within the normal range of deviation. •In September 2024, the consumer price index rose to 1.38%, year-over-year, primarily driven by escalating costs in food and energy. This rather modest change indicates a slight cooling to inflation, and as a result the Fed has begun adjusting interest rates downwards at a very modest pace.
•Consumer confidence is cautious amid concerns of impending economic headwinds, including election year changes, though those concerns have moderated somewhat over the previous year.
FISCAL IMPACT:
The following appropriation requests are recommended for department operations.
Account Number Description Purpose Increase /
(Decrease)
F177|CC000|RC5001 Measure I
General Revenues
Measure I – Revenue
Placeholder for possible
2.34% adjustment to MS I
revenue per projections by
SBCTA
($109,000)
F025|CC001|SC7003 Capital Reserve Fund
Non-Department General
Capital – Improvements
Continuous appropriation from
FY2023-24 for Victoria
Gardens Cultural Center
Courtyard Redesign Project
(Monet Construction Inc.).
Was mistakenly not carried
over to new fiscal year.
$3,272,860
F001|CC206|SC2106 General Fund
Finance
Contract Services
Contract services for Finance
consulting staff due to staff
turnover (Transfer associated
with line below)
$150,000
F001|CC206|SC0001 General Fund
Finance
Regular Salaries
Transfer to cover contract
services for Finance
consulting staff due to staff
turnover (Transfer associated
with line above)
($150,000)
F001|CC318|SC1200 General Fund
Street Maintenance
Minor Equipment
Technology requests for
public works staff
$9,300
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Account Number Description Purpose Increase /
(Decrease)
F001|CC104|SC7002 General Fund
Animal Services
Capital Outlay – Equipment
& Furnishings
Continuing appropriation from
FY 2023-24 for Animal Center
Office Reconfiguration
$20,000
F025|CC001|SC7005 Capital Reserve Fund
Non-Department General
Capital Outlay – Land
Carry over appropriation from
FY 2023-24 for purchase of
vacant land from SBCTA
previously approved by
Council in March 2024. Was
mistakenly not carried over to
new fiscal year.
$1,315,300
F396|CC301|SC2106 Housing Successor Agency
Economic Development
Contract Services
Assessment services for
review of development code
and site visualization services.
$15,000
F001|CC314|SC2108 General Fund
Planning
Contract Services -
Reimbursable
Remaining invoices for CEQA
services; reimbursement was
previously received in prior
fiscal year.
$97,500
F380|CC701RC5100 HSG Grant – Police
Police Department
Federal Grant Revenue
Carry over revenue
appropriation from FY2023-24
for grant revenue for purchase
of side by side vehicle. Was
mistakenly not carried over
from new fiscal year.
($33,050).
F380|CC701|SC7001 HSG Grant – Police
Police Department
Capital Outlay – Vehicles
Carry over appropriation from
FY2023-24 for purchase of
side-by-side vehicle. Was
mistakenly not carried over to
new fiscal year.
$33,050
F025|CC001|SC2200 Capital Reserve Fund
Non-Departmental
General Liability Prem.
Added additional coverage to
the City’s CIRA premium due
to changes from draft budget.
$200,370
F001|CC001|SC2300 General Fund
Non-Departmental
Property Insurance Prem.
Added additional coverage to
the City’s property insurance
premium with CIRA due to
changes from draft budget
$161,680
F281|CC501|SC2200 Fire General Fund
Fire Administration
General Liability Insurance
Increase to account for higher
CIRA premiums due to
additional coverage elections
from draft budget.
$145,900
F288|CC501|SC2107 Fire Capital Reserve Fund
Fire Administration
Contract Services-Software
Appropriation for Fleet
Management Software for Fire
Department.
$104,890
COUNCIL MISSION / VISION / GOAL(S) ADDRESSED:
Providing the City Council with regular financial updates on the City's financial performance supports the Council's efforts to create an equitable, sustainable, and vibrant City, rich in opportunity for all to thrive, by providing meaningful, timely financial information upon which they can base their current and future decisions that impact the City's finances.
ATTACHMENTS:
Attachment 1 – Quarterly Financial Update – First Quarter of the Fiscal Year 2024/25
ATTACHMENT 1
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Quarterly Financial Update
Quarter Ended
September 30, 2024
1 UPDATE ON COUNCIL GOALS
As part of the quarterly update, the City Manager’s Team is providing an update on Council Goals. Updates are provided in italics as part of this report:
Goal 1:
By the end of December 2024, the City Manager will present to the City Council findings of a review of all the current and proposed police facilities in the city with recommendations for incrementally improving the City’s physical policing infrastructure.
The City released the previous architect and brought on a new architectural firm. The project is back on track and will have a draft set of recommendations for incrementally improving the City’s physical policing infrastructure.
Goal 2:
By the end of December 2024, the City Manager will present to the City Council a site plan for the proposed joint EOC and Fire Administration Building with recommendations for improving the City’s fire administration and disaster preparedness infrastructure.
The City released the previous architect and brought on a new architectural firm. The project is back on track and will have a draft plan that details space needs and recommended improvements for the EOC and Fire Administration Building.
Goal 3:
By the end of December 2024, the City Manager will present to the City Council the final design for the second phase of construction for the Advanced Traffic Management System (ATMS) program.
Plans for the second phase of the ATMS program are in the final stages of completion with 100% signed plans expected by the end of the calendar year. Staff anticipates advertising for bids in early 2025 once allocation of the federal project funding is completed.
2 INTRODUCTION AND EXECUTIVE SUMMARY
The City Manager’s Office and Finance Department is
providing this quarterly financial report to the City Council as a high-level overview of the City's financial status through the quarter ended, and an overview of economic
indicators that can influence the City's revenues and
expenditures.
This report has several components:
1.Quarterly Report: This report includes budget to
actual variance analysis for revenues and
expenditures for July 1, 2024, through September 30,
2024. The quarterly report provides this detail for the General Fund, Fire District, and Library Fund.
2.Economic Brief: This report compiles economic
information and indicators, such as employment data,
sales tax data, and other local and regional economic
news.
After the first quarter of the fiscal year, the City's financial status is in line with expectations. Significant accounts and notable variances are presented in this quarterly financial report.
The tables in this report compare budgeted to actual
amounts for the General Fund, Fire District, and Library.
The year-to-date (YTD) financials are unaudited actuals and presented with encumbrances requested through the
quarter. The revised budget includes budget adjustments, encumbrance carryovers from the prior fiscal year, and
any supplemental appropriations approved by the City
Council through the quarter. The percent of the budget
(% Bud) is the percentage received/spent of the budget.
The prior year-to-date (PYTD) financials show comparable information from the same quarter of the prior fiscal year.
The report uses colored icons to illustrate how well the category is doing financially. Green means everything is reasonable, yellow means that something is being
watched closely, and red means that there is a problem
that needs attention.
Note about the City’s New Financial ERP System
The City and Fire District went live with its new Workday ERP system on July 1, 2024. As a result of the new features and abilities provided by Workday, some financial
practices have been modified to maintain alignment with current financial standards and best practices. As such, some revenue and expenditure data may appear to
deviate from trends noted in prior years.
Where these trends deviate, they will be highlighted and explained throughout the report.
GENERAL FUND OVERVIEW
The City’s General Fund is the primary fund used to pay for a variety of programs and services that are provided to people and businesses in Rancho Cucamonga. This
includes programs and services offered by different
departments of the City.
Overall, the revenues (amount of money coming in) and
expenditures (going out) of the General Fund are within the expected range, accounting for items like seasonal
changes and ongoing expenses.
Currently, the amount of money spent from the General
Fund is 31% of the total budget for the year. This includes both general expenses that benefit the whole city, as well as the costs of running individual departments. This report will focus on analyzing the expenses for each department within the General Fund.
The table above includes departmental and non-departmental spending. Non-departmental expenditures are excluded from the operating departmental analysis section.
3 General Fund Revenues
Primary revenue sources for the General Fund are
property tax, sales tax, franchise fees, and transient
occupancy tax. Collectively, these comprise about 81% of the annual budget.
Property Tax. The first major apportionment of property tax occurs in December each year. The City partners with a property tax consultant to continually monitor and
project property tax revenues for the City. The budget
represents a forecasted 4.0% growth in assessed
valuation from the prior fiscal year. The increase is
favorable for revenue forecasts in the fiscal year, but these projections are subject to adjustment as the County disburses allocations in November.
Property taxes include property tax in lieu of vehicle
license fees budgeted for $26.4 million and residual
property tax for the form RDA budgeted for $3.5 million.
Both revenue sources are received in installments later in the fiscal year.
Sales Tax. Sales tax is the largest single source of revenue for the City. As such, City staff and consultants monitor how much sales tax is coming in closely. The sales tax
received to date reflects an increase over prior year to date. However, this is largely due to timing of receipts which have been more consistent this year, and results
are as expected. As the city heads into Quarter 2, the peak months of November and December will help provide
data to adjust forecasts for the remainder of the year. To date, the July and August receipts have slightly exceeded estimates, likely due to an increase in taxable sales from inflationary pressures on consumer goods. Note that the September receipt is not included in this report due to the timing of when the receipt is received by the city.
Franchise Fees/Transient Occupancy Taxes. Transient
Occupancy Taxes (TOT) and Franchise Fees comprise 17%
of the taxes received by the General Fund. Franchisees
remit payment to the City on recurring schedules, but not in the first quarter of the year. Gas and electric franchise fees are received in the year's final quarter. At the same time, refuse and cable franchise fees are received after the quarter. TOT is remitted by hotels to the City monthly.
The budget estimate projects growth of approximately 9% from the prior year's budget, based on the opening of the Tapestry Hotel during the fiscal year and forecasted room occupancy and revenue per available room for existing
hotels. Furthermore, with the passing of Measure Q in
November 2024, the City will work on a revised forecast for the mid-year budget revision.
Licenses and Permits. After the end of the first quarter, actual revenue is at 14% of the budget. The largest
category of this section is business licenses, which
comprise almost 60% of the budget. In the first quarter, these receipts are as expected. However, due to some
timing adjustments with the new financial ERP system,
some of the August and September receipts will be
booked and reflected in the second quarter update.
Fines and Forfeitures. Includes vehicle and parking fines and citations comprise 62% of the fines and forfeitures budget, and other general fines and forfeitures. This
category includes vehicle code fines collected by San
Bernardino County and remitted to the City. At the end of the first quarter, fines and forfeitures are in line with expectations.
Charges for Services. Charges for services refer to the amounts collected for specific services provided by the departments. Includes various community development
fees, such as plan check, planning, and engineering fees, comprise 70% of the budget, and recreation fees make up 20%. As of the first quarter, recreation fees, and ticket sales are exceeding their budget. Community
development is in line with expectations overall.
Intergovernmental. The bulk of this category includes
motor vehicle in-lieu fees and homeowners property tax
relief revenues from the County, which are received later in the fiscal year.
4 Transfers In. Transfers represent the transfers of
resources from other funds to the General Fund. Due to
changes in financial processes with the ERP, booking of transfers will begin in the second quarter.
Other Revenues. Includes interest earned on invested
funds, rental and lease income, reimbursements, and
miscellaneous revenues. Reimbursements represent 32%
of this category. Revenues fluctuate heavily in this
category due to timing of receipts but are within
expectations for those reimbursements expected in the
first quarter.
General Fund Departmental Expenditures
Expenditures for the General Fund can vary because of
the timing of vendor payments, carryover of purchase
orders from the prior year, and the changes in operations during the year. Therefore, even if expenditures are above or below the benchmark of 25%, departments could be
within the expected ranges due to their need to issue
purchase orders and blanket encumbrances at the start of each fiscal year for operations.
Major Updates Due to Workday
As noted in the beginning of the report, some changes in line with our new financial ERP system have allowed the Finance department to adjust some accounting practices, in line with best practices, which may result in some
variances between current year actuals and prior year-to- date actuals.
Personnel:
The City previously allocated the full year of fringe
benefits costs for employees to the various departments in July of every fiscal year; however, with the new system, we are now able to charge those costs in real time as they are incurred. As such, personnel costs appear lower than previous year-to-date figures. The new method reflects
timelier posting of actual spending, and thus results in a more accurate report of real expenses throughout the
year. Personnel expenses are expected to end up at the same point as actual budget estimates and therefore any additional expenditures at this point would be premature.
Cost Allocations
Departments that provide services that benefit the City have their budgets reduced to reflect the allocation of the cost of those services to the benefiting departments. This is the Cost Allocation category within the department’s budget.
Like personnel, cost allocations will also be booked in quarterly installments as opposed to booked in entirety at the beginning of the fiscal year. Due to ongoing
configuration, allocations for the first and second quarters will be booked all in the second quarter. As a result, Cost Allocation costs (and their respective offsets to the
departments) do not yet figure into the totals for Q1. Once they are booked the City will have a better estimate but expects these allocations to be within the budget forecast.
Operations and maintenance are below the benchmark
for Administrative Services but are not significant costs overall. Operations and maintenance are lower in the
current year due to the timing of conferences and travel in the current year, which can vary depending on
scheduled conferences. These expenditures usually do
not even out for at least three full quarters of the fiscal year.
Professional services are near total budget at 94% for the year. Professional services include encumbrances for
recurring programs, such as professional spay and neuter services, as well as laboratory testing services. The
budgets for these categories will be monitored to ensure overspending does not occur but overall are within the
expected range for Animal Services.
5 Professional services are higher than expected for
Building and Safety at 106% due to fully encumbered
contracts with consultants to assist with building
examinations and plan check services to aid in operations.
Finance will work with the department to ensure the
budget overage is addressed with adjustments to revenue or decreases in expenditures.
Overall operations and professional services for the City Clerk are within expected ranges for the first quarter of the fiscal year as variances from the prior year reflect services, such as records management consulting, which
are not budgeted for this fiscal year.
Due to expenses associated with the 2024 election, the
professional services budget is higher than typical years.
Operations and maintenance expenses for the City
Council can vary as they primarily consist of travel and meetings. Spending is expected with current activity and will adjust as further travel is scheduled.
Professional services for the City Managers Office are at 62% of the budget and are on par with spending at this
time last year, with contracts typically encumbered earlier on in the year.
Professional services expenses for Community
Improvement, which primarily include legal fees for
abatements, civil litigation, and other necessary services, are at 65% of the budget.
The budget is higher than in previous fiscal years due to last-years movement of the Business License division from Finance to Community Improvement. Business License
expenses are also within expected ranges for the first
quarter.
Operations and maintenance and professional services for Community Services are approximate to the benchmark,
at 30% and 30% of their respective budgets. Operations
and maintenance and professional services can vary
depending on the timing of events. In the current fiscal year, significant expenditures represent special event
programming and consulting forthe Victoria Gardens
Cultural Center, as well as planned spending related to improvement projects for the Lewis Family Playhouse and Second Story and Beyond®.
Capital Outlay includes spending and encumbrances for
portable radios, a sound system, and camera equipment
for the Victoria Gardens Cultural Center.
Operations and maintenance for Community
Development are below the benchmark at 17% of the
budget. The current fiscal year spending is lower than the
6 prior year due to the timing of bills to vendors but is within the expected ranges overall.
Professional services are 62% of its budget due to
encumbrances for marketing, branding, and
communications services for specific efforts, such as the HART District and economic development, necessary for
the development of the City’s economic activity.
Professional services for Engineering are at 85% of its budget, which includes spending on engineering on-call
plan check services and other land development services to aid in reviewing large projects. The variance from the prior year is due to the timing of encumbrances which had previously posted after the first quarter in last year’s report.
Professional services for Finance are at 103% of the
budget, which included necessary costs for consultant
services associated with staff turnover a the beginning of the year. Note: Finance has resolved the budget overage as of quarter 2, but the update posted too late to reflect in this report.
Operations and maintenance and Professional Services
for Human Resources are at the benchmark at 20% and
34% of the budget, respectively. Risk management has
rolled over a $50,000 encumbrance for Class A driver's
license training, which is necessary for specific operations within public works.
Operations and maintenance for DoIT are around the
benchmark at 31% of the budget. Professional services
are at 60% of the budget due to software subscriptions
and support services. These are sometimes encumbered
at the beginning of the year and include some support
costs for new systems implemented in support of the
Workday implementation.
Professional services for Planning are above the
benchmark at 50% due to contracts encumbered for the
full year for CEQA services, environmental review
services, and other planning services. Several of these costs are reimbursable to the City.
Operations and maintenance costs are slightly higher for Police than the benchmark at 44% due to spending in
supplies and materials as well as some increased repair costs. Monitoring will be ongoing with the police
department to ensure spending stays within budget and
to determine if any adjustments need to be made with the mid-year adjustment. Operations and maintenance also
cover events, training, and other crime prevention
activities. Professional services primarily is the contract with the San Bernardino County Sheriff for policing
services in the City.
7 Operations and maintenance are above the benchmark at 82% of the budget for Pubic Works, mainly due to internal service user fees for vehicle and equipment charges from the City’s Equipment and Vehicle Replacement Fund at
the beginning of the fiscal year. This fee accounts for the immediate and long-term capital replacement needs for
the City’s vehicles and equipment. It is charged at the start of the year.
Professional services are at 102% of the budget due to
encumbrances for maintenance contracts made at the
beginning of the fiscal year, including park, vehicle,
equipment, and street maintenance. This slight overage
was caused by timing of rollover budgets associated with purchase order carryovers, and was addressed by the
Finance team in October 2024.
Capital outlay expenditures are for the recurring citywide concrete repair project. In the current fiscal year,
$475,000 was budgeted, and another $25,000 was carried
over from the prior year. The project is ongoing and is being done in segments.
LIBRARY FUND OVERVIEW
The Library Fund has spent 32% of its total budget for the year, while the revenues are 1% of the total budget.
Library Revenues
Property Tax. The Library Fund receives a portion of the property taxes collected by the City. The first major
apportionment of property tax occurs in December each
year. As mentioned in the City’s analysis, preliminary
assessed valuation reports suggest that growth could be more than expected when the adopted budget was
forecasted. Also included in the property tax revenue
category is a total of $2.5 million in statutory and residual payments from the dissolution of the former
redevelopment agency, which are received later in the
fiscal year.
8 Library Expenditures.
Operations and maintenance spending are above the
benchmark at 88% of the budget, but this is because of
encumbrances of printed and digital books, materials, and supplies for the two libraries made at the start of each fiscal year.
Professional services spending is at 79% of the budget, which is approximate to the prior year, and due to
encumbrances for security services, cataloging services, and other materials at both libraries.
FIRE DISTRICT OVERVIEW
The Fire District is responsible for keeping the community safe by providing fire prevention and suppression
services. It includes the Fire General Fund and two
Community Facilities Districts (CFD) 85-1 and 88-1. The City has seven fire stations that are currently operational, and one is under construction.
The Fire District’s expenditures are at 22% of the budget, while revenues are at 3% of the budget.
Fire District Revenues
Property Tax. The first major apportionment of property tax occurs in December each year. As mentioned in the
City’s analysis, preliminary assessed valuation reports suggest that growth could be more than expected when
the adopted budget was forecasted. The information is
expected to be available in the second quarter of the fiscal year, and revised estimates will be provided at midyear.
The property tax revenue budget includes $21.5 million
for statutory payments from the dissolution of the former redevelopment agency, which are received later in the
year.
CFDs 85-1 and 88-1 levy special taxes for funding
administration, personnel services, maintenance, and
operations within the CFDs' boundaries. Combined, the
CFDs will collect $7.9 million and receive a $5.6 million contribution of resources from the Fire District’s General Fund to subsidize operations. The budget contribution is shown as a Transfer In (revenue) to the CFDs and
Transfers Out (expenditure) from the Fire District in the summary, revenue, and expenditure tables for the Fire
District. As mentioned for the City, transfers will be
booked beginning in the second quarter.
Other Revenues. Other revenue includes interest earned
on invested funds, rental and lease income,
reimbursements, and miscellaneous revenues.
Reimbursements from the Other Post-Employment
Benefits (OPEB) Trust for the retiree healthcare costs
comprise 48% and other non-abated reimbursements,
which primarily consist of CalOES, comprise 20% of the
budget. Finance requests reimbursements from the OPEB
Trust for retiree healthcare costs near the end of each fiscal year, and reimbursement from CalOES for fire
support depends on the timing of reimbursement receipts processing by the state agency. As of the first quarter, results are within expectations.
9 Fire District Expenditures
Personnel services are higher than prior year, but right at the benchmark of 26% of budget. The increase is due to
the increased staffing that had been approved by the Fire District Board after the first quarter in the prior year.
Operations and maintenance are at 63% of the budget
due to the timing of expenditures and encumbrances
necessary for operations. For example, the payment of
the general liability insurance premium occurred within the first quarter of the current fiscal year but not in the first quarter of the prior fiscal year. Despite the timing of these transactions, overall operations and maintenance
appear to be within expected ranges.
Professional services are at 39% of the budget due to
spending and encumbrances for various contract services necessary for fire administration, communications, and
facilities maintenance, and is comparable with the prior year.
Debt service accounts for the interfund loan between the Fire District and the General Fund. Debt service previously accounted for an interfund loan between the Fire District and the General Fund. There is no activity in this fiscal year as the loan was fully repaid in October 2023.
Cost allocation represents the estimated service costs
that City departments expend to benefit the Fire District.
As mentioned in the City analysis, the Cost Allocations will begin assessment in the second quarter of this fiscal year.
10 ECONOMIC BRIEF
The economic brief provides information on economic indicators that can be used to measure and track economic activity at a local level. The economy is a combination of individual, business, and government spending or investment at the national, regional, and local levels. Governments of all levels keep an eye on these economic factors to assess the strength of the economy. This section of the brief focuses on indicators that can help track aspects of the local economy.
Statewide, Regional and Local Labor Market
According to preliminary August 2024 figures, San Bernardino County had an unemployment rate of 5.7%, which is consistent withthe average unemployment rate for the State of California.
The graph below shows the unemployment rates (not seasonally adjusted) for the largest Counties and Metropolitan Areas statewide for August 2024:
Source: Employment Development Department, State of California At a local level, the City’s unemployment rate for August 2024 was 4.3%. The City’s unemployment rate is lower but also consistent with changes in the unemployment rate for the County and State.
Source: Employment Development Department, State of California The graph above illustrates the historical unemployment rate for the City, County, and State.
Rancho Cucamonga San Bernardino County California
August 2024 4.3% 5.7% 5.3%
July 2024 4.2% 5.7% 5.2%
June 2024 3.8% 5.2% 5.2%
August 2023 3.7% 5.2% 4.8%
Month Over Change 0.1% 0.0% 0.1%
3-Month Average 4.1% 5.5% 5.2%
Year Over Change 0.6% 0.5% 0.5%
11 Consumer Price Index
US headline inflation rose to 2.5% year-over-year in August, with core inflation rising to 3.2%. The Federal Reserve lowered interest rates by 50 basis points, easing monetary policy for the first time in four years. This lowers the interest rate target to a range of 4.75% to 5% due to the progress made on inflation.
CPI is also calculated for cities and metropolitan areas, which helps take into account more localized factors that affect price changes. Over the two months ending in September 2024, the Consumer Price Index for All Urban Consumers (CPI-U) in the Riverside area increased by .05%. The CPI for this area was recorded at a level of 133.18, down from 133.94 two months prior and up from 131.37 one year ago. This represents a change of -.6% from two months ago and 1.38% from one year ago.
From September 2021 to September 2024, there has been a notable decrease in the percentage change in CPI-U, with the inflation rate peaking around March 2022 and then gradually decreasing.
Within the area, food prices increased by 3.1% over the year, with prices for food at home decreased by .1% and prices for food away from home increasing by 7.5%. Energy prices decreased by 14.4% over the year, largely due to lower price for gasoline (-20.2%). The index for all items less food and energy rose by 2.8% over the year.
The graph below presents the rolling 12-month change for CPI for the Riverside-San Bernardino-Ontario area.
Source: Bureau of Labor Statistics
Sales Tax
Sales tax revenue is a primary source of revenue for the City. It is generated from retail and business activity, whether that be from sales within the City or sales tax receipts allocated from State and county pools. City staff
12 closely monitors sales tax, not only for its fiscal impacts on operations but also at a policy level, ensuring revenue streams are healthy and diversified.
As of September 2024, various macroeconomic indicators and consumer spending trends in California depict a mixed picture, which may have implications for sales tax revenues for local governments. Nationwide, retail sales grew by 1.7% over the last three months and also during the previous 12 months as of September 2024. The growth in retail sales has outpaced inflation over the previous three months, although not over the last 12 months (“US Retail Sales Update: September 2024” – California Legislative Analyst’s Office).
Inflation measures seem to be declining overall despite the small increase in September 2024. However, a poll from the Public Policy Institute of California revealed that roughly six in ten Californians expect bad economic times lie ahead. This perception might affect consumer spending and, consequently, sales tax revenues.
At a Statewide level, sales tax revenue declined by 1.3% for the Fiscal Year 2023-24. As the holiday shopping season approaches, expectations are that buyers will start outlays sooner. Some consumers are expected to spend less as stubborn inflated prices for household obligations (utilities, insurance and food) take priority over purchasing non-essential and gift items. The California Legislative Analyst’s Office anticipates statewide sales tax revenue to be relatively flat through the 2025-26 fiscal year.
For the City, sales tax revenues were slightly lower in Fiscal Year 2023-24 and, are forecasted to slightly increase for Fiscal Year 2024-25. However, this slight increase represents a complex economic environment with mixed performance across sectors. Thus, continuous adaptation to changing consumer behaviors, price fluctuations, and other economic challenges will be just as necessary as it has been over the last two years. The growth in e- commerce, the shift towards in-state fulfillment, and changing sales tax allocations are critical factors that might impact sales tax revenues in the coming fiscal years.
The chart below depicts a breakdown of business sectors that generate sales tax for the City as of the most recent sales tax data available.
DATE: November 20, 2024
TO: Mayor and Members of the City Council
FROM: John R. Gillison, City Manager
INITIATED BY: Jevin Kaye, Finance Director
SUBJECT: Consideration of Resolution No. SA 2024-002 of the Successor Agency to the Rancho Cucamonga Redevelopment Agency Confirming the Issuance of Tax Allocation Refunding Bonds Pursuant to a Seventh Supplemental Indenture Approving Preliminary and Final Official Statements, Bond Purchase Agreements, and Providing Other Matters Relating Thereto. (RESOLUTION NO. SA 2024-002) (CITY/SA) RECOMMENDATION:
Staff recommends the City Council adopt Resolution No. SA 2024-002 of the Successor Agency to the Rancho Cucamonga Redevelopment Agency confirming the issuance of Tax Allocation Refunding Bonds pursuant to a Seventh Supplemental Indenture, approving Preliminary and Final Official Statements, Bond Purchase Agreement and providing other matters relating thereto” BACKGROUND:
The Successor Agency to the Rancho Cucamonga Redevelopment Agency (the “Successor Agency”) previously issued its $174,050,000 Successor Agency to the Rancho Cucamonga Redevelopment Agency Rancho Redevelopment Project Area Tax Allocation Refunding Bonds, Series 2014 (the “Prior Bonds”) for the purpose of refinancing certain outstanding bonds of the Rancho Cucamonga Redevelopment Agency (the “Former Agency”). The Successor Agency proposed to issue its Rancho Redevelopment Project Area Tax Allocation Refunding Bonds, Series 2025 (the “Refunding Bonds”).
California Health and Safety Code (“HSC”) Section 34177.5(a)(1) authorizes successor agencies the ability to refund outstanding bonds. The issuance of refunding bonds under HSC section 34177.5, which was added to the Redevelopment Agency Dissolution Act (“RDA Dissolution Act”) by AB 1484, authorizes the Successor Agency to issue bonds for the purpose of refunding outstanding tax allocation bonds of the Redevelopment Agency or the Successor Agency to provide debt service savings provided that (1) the total interest cost to maturity on the refunding bonds plus the principal amount of the refunding bonds does not exceed the total remaining interest cost to maturity on the bonds to be refunded plus the remaining principal of the bonds to be refunded, and (2) the principal amount of the refunding bonds does not exceed the amount required to defease the refunded bonds, to establish customary debt service reserves, and to pay related costs of issuance.
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On October 2, 2024, the Successor Agency approved Resolution No. SA 2024-001, approving the issuance of the Refunding Bonds and the forms of the Seventh Supplemental Indenture, Irrevocable Refunding Instructions, and other related documents. Resolution No. SA 2024-001 also requested approval of the issuance of the Refunding Bonds by the County Oversight Board.
On October 17, 2024, the County Oversight Board approved the issuance of the Refunding Bonds.
In order to sell the Refunding Bonds, the Successor Agency must approve a preliminary and final Official Statement in connection with the Refunding Bonds. The Preliminary Official Statement serves as the document which potential and actual investors will review when making a decision whether or not to purchase the Refunding Bonds. It contains preliminary information on the terms and conditions of the bond sale including the purpose, security features, and discloses economic, financial and legal information applicable to the issue. The Preliminary Official Statement describes the Former Agency, the Successor Agency, the Project Area, the terms of the Refunding Bonds and describes the security for payment of the Refunding Bonds. The Preliminary Official Statement is governed by federal securities laws including the Securities Act of 1933 and the Securities and Exchange Act of 1934. Such laws require that the Preliminary Official Statement include all facts an investor may deem material in the purchase of the bonds and not contain any material misstatements or omission.
Once the terms of the Refunding Bonds are set (i.e., price, interest rate, and maturity, etc.), that information is included in a Final Official Statement which is used by the underwriter to provide to the investing public.
The Continuing Disclosure Certificate, which is appended to the Official Statement, must be executed and delivered by the Successor Agency for the benefit of the holders and beneficial owners of the Refunding Bonds and in order to assist the underwriter in complying with Securities and Exchange Commission (“S.E.C.”) Rule 15c2-12(b)(5).
The terms of the purchase of the Refunding Bonds by the underwriter are described in the Bond Purchase Agreement, which provides the conditions which must be met in order to successfully deliver the Refunding Bonds to the underwriter, and the purchase price to be paid for the Refunding Bonds.
ANALYSIS:
In order to determine compliance with the savings parameters for purposes of the issuance by the Refunding Bonds, the Successor Agency has previously caused its municipal advisor, Fieldman, Rolapp & Associates, Inc. (the “Municipal Advisor”), to prepare an analysis of the potential savings that will accrue to the Successor Agency and to applicable taxing entities as a result of the use of the proceeds of the Refunding Bonds to repay all or a portion of the Prior Bonds and, thereby, to refund all or a portion of the Prior Bonds (the “Debt Service Savings Analysis”).
The Debt Service Savings Analysis determined that the proposed refunding of the Prior Bonds through the issuance of the Refunding Bonds satisfied the applicable HSC sections. (A) The total interest cost to maturity on the proposed Refunding Bonds plus the principal amount of the Refunding Bonds does not exceed the total remaining interest cost to maturity on the Prior Bonds to be refunded plus the remaining principal of the Prior Bonds to be refunded.
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(B) The $90,705,000.00 in principal amount of the Refunding Bonds does not exceed the amount required to defease the Prior Bonds, to establish customary debt service reserves, and to pay related costs of issuance.
The approval of the attached resolution will confirm the issuance of the Refunding Bonds, and approves the form of and execution of the Preliminary Official Statement, Continuing Disclosure Certificate, and the Bond Purchase Agreement.
FISCAL IMPACT:
The estimated annual savings for City General Fund revenues are 5.04% of the gross annual savings and 12.31% for the City Fire District, while the remaining 82.65% will be passed on to our other taxing entities.
COUNCIL MISSION / VISION / VALUE(S) ADDRESSED:
The adoption of this resolution supports the City Council’s core value of providing and nurturing a high quality of life for all by demonstrating the active, prudent fiscal management of the City’s financial resources in order to support the various services the City provides to all Rancho Cucamonga stakeholders.
ATTACHMENTS:
Attachment 1 – Resolution No. SA 2024-002 Confirming Issuance and Approving Preliminary Official Statement
Attachment 2 – Preliminary Official Statement
Attachment 3 – Bond Purchase Agreement
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RESOLUTION NO. SA-2024-XXX
A RESOLUTION OF THE SUCCESSOR AGENCY TO THE RANCHO
CUCAMONGA REDEVELOPMENT AGENCY CONFIRMING THE
ISSUANCE OF TAX ALLOCATION REFUNDING BONDS PURSUANT
TO A SEVENTH SUPPLEMENTAL INDENTURE, APPROVING
PRELIMINARY AND FINAL OFFICIAL STATEMENTS, BOND
PURCHASE AGREEMENT AND PROVIDING OTHER MATTERS
RELATING THERETO
WHEREAS, the Rancho Cucamonga Redevelopment Agency (the “Former Agency”) was a public body, corporate and politic, duly established and authorized to transact business and exercise powers under and pursuant to the provisions of the Community Redevelopment Law of the State of California, constituting Part 1 of Division 24 of the Health and Safety Code of the State (the “Redevelopment Law”); and
WHEREAS, a plan for the redevelopment project known and designated as the “Rancho Project Area Rancho Cucamonga Redevelopment Agency Plan” (the “Redevelopment Plan”) for that certain project area described in the Redevelopment Plan (the “Project Area”) was adopted and approved by Resolution No. RA 81-14 on December 23, 1981, as amended pursuant to Ordinance No. 316A on August 13, 1987, Ordinance No. 537 on November 16, 1994, Ordinance No. 657 on June 20, 2001, and Ordinance No. 674 on January 16, 2002, and all requirements of law for and precedent to the adoption and approval of the Redevelopment Plan have been duly complied with; and
WHEREAS, to finance and refinance redevelopment activities through the issuance of bonds, the Former Agency and subsequently the Successor Agency entered into that certain Trust Indenture, dated as of March 1,1990, by and between the Former Agency and Computershare Trust Company, N.A. (the “Trustee”), as successor to Bank of America National Trust and Savings Association, as trustee (the “Indenture”), as amended and supplemented by that certain First Supplemental Indenture, dated as of February 1, 1994, by and between the Former Agency and Trustee, as successor to Bank of America National Trust and Savings Association, as trustee (the “First Supplemental Indenture”); that certain Second Supplemental Indenture, by and between the Former Agency and Trustee, as successor to U.S. Bank Trust National Association, as trustee (the “Second Supplement”), dated as of August 1, 1999; that certain Third Supplemental Indenture, by and between the Former Agency and Trustee, as successor to Wells Fargo Bank National Association, as trustee (the “Third Supplement”), dated as of August 1, 2001; that certain Fourth Supplemental Indenture, by and between the Former Agency and Trustee, as successor to Wells Fargo Bank National Association, as trustee (the “Fourth Supplement”), dated as of March 1, 2004, for the purpose of financing and refinancing redevelopment activities with respect to the Redevelopment Project; that certain Fifth Supplemental Indenture, by and between the Successor Agency and the Trustee, as successor to Wells Fargo Bank, N.A. as trustee (the “Fifth Supplement”), dated as of July 1, 2014; and that certain Sixth Supplemental Indenture, by and between the Successor Agency and the Trustee, as successor to Wells Fargo Bank N.A., as trustee, dated as of October 1, 2016 (the “Sixth Supplement,” and collectively with the Indenture, First Supplement, Second Supplement, Third Supplement, Fourth Supplement, Fifth Supplement, and Sixth Supplement, the “Original Indenture”); and
WHEREAS, by implementation of California Assembly Bill X1 26, which amended provisions of the California Redevelopment Law (Health and Safety Code Section 33000, et seq.) ATTACHMENT 1
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and the California Supreme Court’s decision in California Redevelopment Association v.
Matosantos, the Former Agency was dissolved on February 1, 2012 in accordance with California Assembly Bill X1 26 approved by the Governor of the State of California on June 28, 2011 (“AB 26”), and, on February 1, 2012, the Successor Agency, in accordance with and pursuant to AB 26, assumed the duties and obligations set forth in AB 26 for the Former Agency, including, without limitation, the obligations of the Former Agency under the Indenture, the First Supplement, the Second Supplement, the Third Supplement and the Fourth Supplement and related documents to which the Former Agency was a party; and
WHEREAS, Section 34177.5(a)(1) of the Dissolution Act authorizes the Successor Agency to undertake proceedings for the refunding of outstanding bonds and other obligations of the Former Agency, subject to the conditions precedent contained in said Section 34177.5; and WHEREAS, Section 34177.5 authorizes the Successor Agency to issue refunding bonds pursuant to Article 11 (commencing with Section 53580) of Chapter 3 of Part 1 of Division 2 of Title 5 of the Government Code (the “Refunding Law”) for the purpose of achieving debt service savings within the parameters set forth in Section 34177.5(a)(1) (the “Savings Parameters”); and WHEREAS, the Successor Agency previously issued its $174,050,000 Successor Agency to the Rancho Cucamonga Redevelopment Agency Rancho Redevelopment Project Area Tax Allocation Refunding Bonds, Series 2014 (the “Prior Bonds”), for the purpose of refinancing certain outstanding bonds issued by the Former Agency pursuant to the Indenture and the Fifth Supplement; and
WHEREAS, to determine compliance with the savings parameters for purposes of the issuance by the Successor Agency of its Rancho Redevelopment Project Area Tax Allocation Refunding Bonds, Series 2025 (the “Refunding Bonds”), the Successor Agency has caused its municipal advisor, Fieldman, Rolapp & Associates, Inc. (the “Municipal Advisor”), to prepare an analysis of the potential savings that will accrue to the Successor Agency and to applicable taxing entities as a result of the use of the proceeds of the Refunding Bonds to repay all or a portion of the Prior Bonds and, thereby, to refund all or a portion of the Prior Bonds (the “Debt Service Savings Analysis”); and
WHEREAS, the Successor Agency, pursuant to Resolution No. SA 2024-001 (the “Resolution”), adopted on October 2, 2024, approved the issuance of the Refunding Bonds, subject to the savings parameters being met, approved the form of that certain Seventh Supplemental Indenture, by and between the Successor Agency and the Trustee, and requested that the San Bernardino Countywide Oversight Board (the “Oversight Board”) approve the issuance of the Refunding Bonds by the Successor Agency; and WHEREAS, the Oversight Board, by Resolution No. 2024-24 (the “OB Resolution”), adopted on October 17, 2025, approved the issuance of the Refunding Bonds by the Successor Agency, and the OB Resolution, together with additional materials, have been submitted to the California Department of Finance for its approval of the OB Resolution and the issuance of the Refunding Bonds; and
WHEREAS, the Successor Agency, with the assistance of its disclosure counsel, Best Best & Krieger LLP, has prepared a draft of the Official Statement for the Refunding Bonds (the “Official Statement”), which contains information regarding the Refunding Bonds, the Former Agency, the Successor Agency, and the Rancho Redevelopment Project Area, the preliminary form of which is on file with the City Clerk; and
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WHEREAS, the Successor Agency, with the aid of its staff, has reviewed the Official Statement and wishes at this time to approve its use and distribution as in the public interests of the Successor Agency and applicable taxing entities.
NOW, THEREFORE, BE IT RESOLVED, DETERMINED AND ORDERED by the City Council of the City of Rancho Cucamonga, acting in its capacity as the legislative body of the Successor Agency to the Rancho Cucamonga Redevelopment Agency, as follows:
Section 1. Confirmation of Approval of Issuance of the Refunding Bonds. The Successor Agency hereby confirms its actions in the Resolution authorizing and approving the issuance and sale of the Refunding Bonds and other matters set forth herein.
Section 2.Approval of Official Statement. The Successor Agency hereby approves the preliminary Official Statement in substantially the form on file with the City Clerk. Distribution of the preliminary Official Statement by the Successor Agency and Stifel, Nicolaus & Company, Incorporated (the “Underwriter”) is hereby approved, and, prior to the distribution of the preliminary Official Statement, the City Manager of the City of Rancho Cucamonga (“City Manager”), as the chief administrative officer of the Successor Agency, and the Finance Director of the City of Rancho Cucamonga (the “Finance Director,” and together with the City Manager, the “Authorized Officers”), each acting alone, are authorized and directed, on behalf of the Successor Agency, to deem the preliminary Official Statement “final” pursuant to Rule 15c2-12 under the Securities Exchange Act of 1934 (the “Rule”). The execution of the final Official Statement, which shall include such changes and additions thereto deemed advisable by an Authorized Officer, and such information permitted to be excluded from the preliminary Official Statement pursuant to the Rule, is hereby approved for delivery to the purchasers of the Refunding Bonds, and the Authorized Officers, each acting alone, are authorized and directed to execute and deliver the final Official Statement for and on behalf of the Successor Agency and to deliver to the Underwriter a certificate with respect to the information set forth therein.
Section 3.Sale of the Refunding Bonds. The Successor Agency hereby approves the form of the Bond Purchase Agreement, between the Successor Agency and the Underwriter (the “Bond Purchase Agreement”). The Authorized Officers, each acting alone, are hereby authorized and directed to execute and deliver the Bond Purchase Agreement for and in the name and on behalf of the Successor Agency, in substantially the form on file with the Secretary of the Successor Agency, with such changes therein, deletions therefrom and additions thereto as the Authorized Officer executing the same shall approve, such approval to be conclusively evidenced by the execution and delivery of the Bond Purchase Agreement. The Successor Agency hereby authorizes the delivery and performance of its obligations under the Bond Purchase Agreement.
The Successor Agency hereby approves the sale of the Refunding Bonds to the Underwriter, pursuant to the Bond Purchase Agreement, and the Authorized Officers are hereby authorized and directed to provide such information to the Underwriter as they request in connection with the marketing of the Refunding Bonds, and to provide such representations and warranties as is customary in connection with the issuance of bonds such as the Refunding Bonds, including by executing a certificate deeming the Preliminary Official Statement “final” pursuant to the Rule.
Section 4.Approval of the Continuing Disclosure Certificate. The form of the Continuing Disclosure Certificate on file with the Secretary of the Successor Agency and appended to the Official Statement is hereby approved and the Authorized Officers, each acting alone, are hereby authorized and directed, for and in the name and on behalf of the Successor
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Agency, to execute and deliver the Continuing Disclosure Certificate with such changes therein, deletions therefrom and additions thereto as the Authorized Officer executing the same shall approve, such approval to be conclusively evidenced by the execution and delivery of Continuing Disclosure Certificate. The Successor Agency hereby authorizes the delivery and performance of its obligations under the Continuing Disclosure Certificate.
Section 5.Official Actions. The Authorized Officers, or their designees, and any and all other officers of the Successor Agency are hereby authorized and directed, for and in the name and on behalf of the Successor Agency, to do any and all things and take any and all actions, which they, or any of them, may deem necessary or advisable in connection with the issuance, sale and delivery of the Refunding Bonds. Whenever herein any officer of the Successor Agency is directed to execute or countersign any document or take any action, such execution, countersigning or action may be taken on behalf of such officer by any person designated by such officer to act on his or her behalf in the case such officer is absent or unavailable.
Section 6.Effective Date. This resolution shall take effect immediately upon its adoption.
PASSED, APPROVED, AND ADOPTED this 20th day of November, 2024.
AYES:
NOES:
ABSENT:
ABSTAINED:
_________________________________
L. Dennis Michael, Mayor
ATTEST:
___________________________________
Janice C. Reynolds, City Clerk
I, JANICE C. REYNOLDS, CITY CLERK of the City of Rancho Cucamonga, California, do hereby certify that the foregoing was duly passed, approved and adopted by the Successor Agency to the Rancho Cucamonga Redevelopment Agency, at a regular meeting of said Successor Agency held on the 20th day of November, 2024.
Executed this 20th day of November, 2024, at Rancho Cucamonga, California. ____________________________
Janice C. Reynolds, Secretary
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PRELIMINARY OFFICIAL STATEMENT DATED [DATE]
NEW ISSUE RATING: S&P: “[__]”
BOOK ENTRY ONLY (See “OTHER INFORMATION - Ratings,” herein) In the opinion of Best Best & Krieger LLP, Riverside, California (“Bond Counsel”), subject, however, to certain qualifications described in this Official Statement, under existing statutes, regulations, rulings and judicial decisions, and assuming certain representations and compliance with certain covenants and requirements described herein, the interest on the Series 2025 Bonds is excluded from gross income for federal income tax purposes, and interest on the Series 2025 Bonds is not an item of tax preference for purposes of calculating the federal alternative minimum tax imposed on individuals and corporations; however, for tax years beginning after December 31, 2022, interest on the Series 2025 Bonds is taken into account in determining the annual adjusted financial statement income of certain corporations for the purpose of computing the alternative minimum tax imposed on certain corporations. In the further opinion of Bond Counsel, interest on the Series 2025 Bonds is exempt from California personal income tax. See “TAX MATTERS” herein.
$[PAR AMOUNT]*
Successor Agency to the
Rancho Cucamonga Redevelopment Agency
Rancho Redevelopment Project Area
Tax Allocation Refunding Bonds, Series 2025
Dated: Date of Delivery Due: September 1, as shown below The Successor Agency to the Rancho Cucamonga Redevelopment Agency Rancho Redevelopment Project Area Tax Allocation Refunding Bonds, Series 2025 (the “Series 2025 Bonds”) are being issued by the Successor Agency to the Rancho Cucamonga Redevelopment Agency (the “Agency” or “Successor Agency”) to provide funds to (i) refinance the Successor Agency’s 2014 Bonds (defined herein), (ii) provide for a reserve policy to satisfy the Reserve Requirement for the reserve account for the Series 2025 Bonds, and (iii) pay costs of issuance of the Series 2025 Bonds. See “PLAN OF FINANCE” and “ESTIMATED SOURCES AND USES OF FUNDS” herein.
The Series 2025 Bonds will be secured under that certain Trust Indenture (the “Original Indenture”), dated as of March 1, 1990, by and between the Former Agency (defined herein) and Computershare Trust Company, National Association, formerly Wells Fargo Bank, N.A., as successor in interest to Bank of America National Trust and Savings Association., as trustee (the “Trustee”) as previously amended and supplemented prior to the date hereof, and as further supplemented and amended by that certain Seventh Supplemental Indenture, dated as of [January 1], 2025, by and between the Successor Agency and the Trustee (the “Seventh Supplement,” and together with the Original Indenture as amended and supplemented, the “Indenture”). The payments due under the Indenture are secured by a pledge of, security interest in, and lien on Tax Revenues (as defined in the Indenture and described herein) allocated as described herein. See “SECURITY FOR THE BONDS” herein.
The Series 2025 Bonds are being issued in fully registered form, and when issued, will be registered in the name of Cede & Co., as nominee of The Depository Trust Company (“DTC”), New York, New York. DTC will act as securities depository for the Series 2025 Bonds. Individual purchases of the Series 2025 Bonds may be made in book-entry form only, in denominations of $5,000 or any integral multiple thereof. Purchasers of interests in the Series 2025 Bonds will not receive certificates from the Successor Agency or the Trustee representing their interest in the Series 2025 Bonds purchased.
Interest on the Series 2025 Bonds will be payable semiannually on March 1 and September 1 of each year, commencing [March 1], 2025. Payments of principal, premium, if any, and interest on the Series 2025 Bonds will be payable by the Trustee, to DTC, which is obligated in turn to remit such principal, premium, if any, and interest to the DTC Participants for subsequent disbursement to the Beneficial Owners of the Series 2025 Bonds, as more fully described herein.
The Series 2025 Bonds are not subject to optional redemption prior to maturity. See “THE SERIES 2025 BONDS — No Optional Redemption of the Series 2025 Bonds” herein.
The reserve requirement for the Series 2025 Bonds will be satisfied by a Municipal Bond Debt Service Reserve Insurance Policy issued by [INSURER] (“Insurer”) concurrently with the issuance of the Series 2025 Bonds.
The Series 2025 Bonds are a special obligation of the Successor Agency payable solely from Tax Revenues and certain moneys held under the Indenture. Neither the City of Rancho Cucamonga (the “City”), the County of San Bernardino (the “County”), nor the State of California (the “State”) shall be obligated to pay the principal of the Series 2025 Bonds, or the interest thereon, except from the funds described above, and neither the full faith and credit nor the taxing power of the City, the County, the State of California nor any political subdivision thereof is pledged to the payment of the principal of or the interest on the Series 2025 Bonds. The issuance of the Series 2025 Bonds shall not directly, indirectly or contingently obligate the Successor Agency, the City, the County, the State or any political subdivision thereof to levy or pledge any form of taxation whatever therefor or to make any appropriations for their payment. The Successor Agency does not have any taxing power. The Series 2025 Bonds do not constitute an indebtedness in contravention of any constitutional or statutory debt limitation or restriction.
This cover page contains certain information for general reference only. It is not intended to be a summary of the security or terms of this issue.
Investors are advised to read the entire Official Statement to obtain information essential to the making of an informed investment decision. Capitalized terms used and not defined on this cover page shall have the meanings set forth herein.
For a discussion of some of the risks associated with a purchase of the Series 2025 Bonds, see “BOND OWNERS’ RISKS” herein.
MATURITY SCHEDULE
See inside front cover
The Series 2025 Bonds are offered when, as and if issued, subject to the approval of their legality by Best Best & Krieger LLP, Riverside, California, Bond Counsel. Certain disclosure matters will be passed upon for the Successor Agency as Disclosure Counsel by Best Best & Krieger LLP, Riverside, California. Certain matters will be passed on for the Successor Agency by Richards, Watson & Gershon, Brea, California, as Successor Agency Counsel. Anzel Galvan LLP is serving as counsel to the Underwriter. It is anticipated that the Series 2025 Bonds will be available for delivery in definitive form on or about ________, 2025.
STIFEL LOGO
Dated: _________, 2024
* Preliminary, subject to change.
This Preliminary Official Statement and the information contained herein are subject to completion or amendment. These securities may not be sold nor may offers to buy be accepted prior to the time the Official Statement is delivered in final form. Under no circumstances shall this Preliminary Official Statement constitute an offer to sell or a solicitation of an offer to buy, nor shall there be any sale of these securities in any jurisdiction in which such offer, solicitation, or sale would be unlawful prior to registration or qualification under the securities laws of such jurisdiction.ATTACHMENT 2
$[PAR AMOUNT]*
Successor Agency to the
Rancho Cucamonga Redevelopment Agency
Rancho Redevelopment Project Area
Tax Allocation Refunding Bonds, Series 2025
MATURITY SCHEDULE
$__________
Serial Bonds
(Base CUSIP†: _____)
Maturity
Date
(September 1)
Principal
Amount
Interest
Rate Yield Price CUSIP†
$ % %
* Preliminary, subject to change.
† CUSIP® is a registered trademark of the American Bankers Association. CUSIP data herein is provided by CUSIP Global Services, which is owned by FactSet Research Systems Inc. (“FactSet”). FactSet will manage the CUSIP system on behalf of the American Bankers Association. This information is not intended to create a database and does not serve in any way as a substitute for the CUSIP Services Bureau. CUSIP numbers have been assigned by an independent company not affiliated with the Successor Agency, the City, or the Underwriter and are included solely for the convenience of the registered owners of the applicable Bonds. None of the Successor Agency to the Rancho Cucamonga Redevelopment Agency or the Underwriter is responsible for the selection or uses of these CUSIP numbers, and no representation is made as to their correctness on the applicable Bonds or as included herein. The CUSIP number for a specific maturity is subject to being changed after the issuance of the Bonds as a result of various subsequent actions including, but not limited to, a defeasance in whole or in part or as a result of the procurement of secondary market portfolio insurance or other similar enhancement by investors that is applicable to all or a portion of certain maturities of the Bonds.
GENERAL INFORMATION ABOUT THIS OFFICIAL STATEMENT
No dealer, broker, salesperson or other person has been authorized by the Successor Agency to give any information or to make any representations in connection with the offer or sale of the Series 2025 Bonds other than as contained in this Official Statement, and if given or made, such other information or representations must not be relied upon as having been authorized by any of the foregoing. This Official Statement does not constitute an offer to sell or the solicitation of an offer to buy, nor shall there be any sale of the Series 2025 Bonds by any person, in any jurisdiction where such offer, solicitation or sale would be unlawful.
The information set forth herein has been obtained from sources that are believed to be reliable, but is not guaranteed as to accuracy or completeness, and is not to be construed as a representation, by the Successor Agency.
Neither the delivery of this Official Statement nor any sale made hereunder will, under any circumstances, create any implication that there has been no change in the affairs of the Successor Agency since the date hereof. The information and expressions of opinion stated herein are subject to change without notice.
Certain statements included or incorporated by reference in this Official Statement constitute “forward- looking” statements within the meaning of the United States Private Securities Litigation Reform Act of 1995, Section 21E of the United States Securities Exchange Act of 1934, as amended, and Section 27A of the United States Securities Act of 1933, as amended. Such statements are generally identifiable by the words “expects,” “forecasts,” “projects,” “intends,” “anticipates,” “estimates,” “assumes” and analogous expressions. The achievement of certain results or other expectations contained in such forward-looking statements are subject to a variety of risks and uncertainties that could cause actual results to differ materially from those that have been projected. No assurance is given that actual results will meet the forecasts of the Successor Agency in any way, regardless of the optimism communicated in the information, and such statements speak only as of the date of this Official Statement. The Successor Agency disclaims any obligation or undertaking to release publicly any updates or revisions to any forward-looking statement contained herein to reflect any changes in the expectations of the Successor Agency with regard thereto or any change in events, conditions or circumstances on which any such statement is based.
While the City maintains an internet website and certain social media accounts for various purposes, including information regarding the Successor Agency, none of the information on such website or social media accounts is incorporated by reference herein or intended to assist investors in making any investment decision or to provide any continuing information with respect to the Series 2025 Bonds or any other bonds or obligations of the Successor Agency or the City. Any such information that is inconsistent with the information set forth in this Official Statement should be disregarded.
All summaries of the Indenture (as defined herein), and of statutes and other documents referred to herein do not purport to be comprehensive or definitive and are qualified in their entireties by reference to each such statute and document. This Official Statement, including any amendment or supplement hereto, is intended to be deposited with one or more depositories. This Official Statement does not constitute a contract between any Owner of a Series 2025 Bond and the Successor Agency.
The issuance and sale of the Series 2025 Bonds have not been registered under the Securities Act of 1933 or the Securities Exchange Act of 1934, both as amended, in reliance upon exemptions provided thereunder by Sections 3(a)(2) and 3(a)(12), respectively, for the issuance and sale of municipal securities.
The Underwriter has provided the following sentence for inclusion in this Official Statement: The Underwriter has reviewed the information in this Official Statement in accordance with, and as part of, its responsibilities to investors under the federal securities laws as applied to the facts and circumstances of this transaction, but the Underwriter does not guarantee the accuracy or completeness of such information.
IN CONNECTION WITH THIS OFFERING, THE UNDERWRITER MAY OVERALLOT OR AFFECT TRANSACTIONS WHICH STABILIZE OR MAINTAIN THE MARKET PRICE OF THE SERIES 2025 BONDS AT A LEVEL ABOVE THAT WHICH MIGHT OTHERWISE PREVAIL IN THE OPEN MARKET. SUCH STABILIZING, IF COMMENCED, MAY BE DISCONTINUED AT ANY TIME.
REGIONAL MAP
SUCCESSOR AGENCY TO THE
RANCHO CUCAMONGA REDEVELOPMENT AGENCY
CITY COUNCIL
L. Dennis Michael, Mayor
Lynne B. Kennedy, Mayor Pro-Tem
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Ashley N. Stickler, Council Member
SUCCESSOR AGENCY/CITY STAFF
John R. Gillison, City Manager
Elisa Cox, Assistant City Manager
Peter Castro, Deputy City Manager for Administrative Services Jevin Kaye, Finance Director
SPECIAL SERVICES
Trustee
Computershare Trust Company, National Association
Los Angeles, California
Bond and Disclosure Counsel
Best Best & Krieger LLP
Riverside, California
Successor Agency Counsel
Richards, Watson & Gershon
Brea, California
Municipal Advisor
Fieldman, Rolapp & Associates, Inc.
Irvine, California
Fiscal Consultant
HdL Coren & Cone
Brea, California
Verification Agent
Robert Thomas CPA, LLC
Minneapolis, Minnesota
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TABLE OF CONTENTS
-i-
INTRODUCTION .....................................................................1 General.................................................................................1 Purpose ................................................................................1 Authority for Issuance of the Series 2025 Bonds ................1 The City and the Successor Agency ....................................2 The Project Area..................................................................3 Terms of the Series 2025 Bonds..........................................3 Security for the Series 2025 Bonds .....................................3 Professionals Involved in the Offering................................4 Continuing Disclosure .........................................................5 Reference to Underlying Documents ..................................5 PLAN OF FINANCE.................................................................6 ESTIMATED SOURCES AND USES OF FUNDS .................7
ANNUAL DEBT SERVICE REQUIREMENTS OF
THE BONDS.......................................................................8 THE SERIES 2025 BONDS......................................................9 General.................................................................................9 No Optional Redemption of the Series 2025
Bonds.............................................................................9 SECURITY FOR THE BONDS..............................................11 Special Obligations............................................................11 Tax Increment Financing Generally ..................................11 Low and Moderate Income Housing Set-Aside ................11 Assembly Bill 1290 ...........................................................12 Redevelopment Property Tax Trust Fund .........................12 Allocation of Taxes Subsequent to the
Dissolution Act............................................................12 Recognized Obligation Payment Schedule........................13 Security for the Bonds .......................................................15 Funds and Accounts...........................................................16 Events of Default ...............................................................19 THE SUCCESSOR AGENCY ................................................23 The Successor Agency.......................................................23 General...............................................................................23 Oversight Board.................................................................24 Financial Statements..........................................................24 THE RANCHO REDEVELOPMENT PROJECT ..................26
General...............................................................................26 Pass-Through Agreements.................................................28 Statutory Tax Sharing Payments .......................................30 Successor Agency Indebtedness........................................30 Assessed Valuation............................................................31 Property Taxes and Inflation Rates ...................................32 Supplemental Assessment Revenues.................................33 Assessed Valuation Appeals..............................................34 Annual Tax Collections.....................................................35 Property Value by Land Use .............................................36 No Plan Limitations...........................................................37
ESTIMATED REVENUES AND BOND
RETIREMENT..................................................................38 BOND OWNERS’ RISKS.......................................................44 Limited Special Obligations ..............................................44 Recognized Obligation Payment Schedule........................44 Challenges to Dissolution Act ...........................................45 Reduction in Taxable Value ..............................................46 Risks of Real Estate Secured Investments
Generally .....................................................................46 Reduction in Inflationary Rate and Changes in
Legislation...................................................................46 Change in Law...................................................................46 Bankruptcy of Landowners ...............................................47 Earthquake .........................................................................47 Levy and Collection of Taxes............................................47 Estimated Revenues...........................................................47 Hazardous Substances .......................................................47 Direct and Overlapping Indebtedness................................48 Future Legislation and Initiatives ......................................48 Assessment Appeals ..........................................................48 Economic Risks .................................................................49 Investment Risk .................................................................49 Secondary Market..............................................................49 Bankruptcy.........................................................................50 Loss of Tax Exemption......................................................50 LIMITATIONS ON TAX REVENUES..................................51 Property Tax Limitations - Article XIIIA..........................51 Implementing Legislation..................................................52 Unitary Property ................................................................52 Tax Increment Limitation; Senate Bill 211 .......................53 Tax Collection Fees...........................................................53 Future Initiatives................................................................54 OTHER INFORMATION .......................................................55 Continuing Disclosure .......................................................55 Litigation ...........................................................................55 Tax Matters........................................................................55 Legal Opinion....................................................................56 Ratings...............................................................................57 Underwriting......................................................................57 Miscellaneous ....................................................................58 APPENDIX A - REPORT OF FISCAL CONSULTANT ..A-1
APPENDIX B - GENERAL INFORMATION
CONCERNING THE CITY OF
RANCHO CUCAMONGA .................B-1
APPENDIX C – CITY OF RANCHO CUCAMONGA
AUDITED FINANCIAL
STATEMENTS FOR FISCAL
YEAR ENDED JUNE 30, 2023 ..........C-1
APPENDIX D - SUMMARY OF CERTAIN
PROVISIONS OF THE LEGAL
DOCUMENTS ....................................D-1
APPENDIX E - DTC AND THE BOOK-ENTRY
SYSTEM..............................................E-1
APPENDIX F - FORM OF OPINION OF BOND
COUNSEL ...........................................F-1
APPENDIX G - FORM OF CONTINUING
DISCLOSURE CERTIFICATE ..........G-1
APPENDIX H – STATE DEPARTMENT OF
FINANCE DETERMINATION
LETTER APPROVING THE
SERIES 2025 BONDS ........................H-1
(THIS PAGE INTENTIONALLY LEFT BLANK)
$[PAR AMOUNT]*
Successor Agency to the
Rancho Cucamonga Redevelopment Agency
Rancho Redevelopment Project Area
Tax Allocation Refunding Bonds, Series 2025
INTRODUCTION
This Introduction is subject in all respects to the more complete information contained elsewhere in this Official Statement and the offering of the Series 2025 Bonds to potential investors is made only by means of the entire Official Statement. Capitalized terms used and not defined in this Introduction shall have the meanings assigned to them elsewhere in this Official Statement.
General
This Official Statement, including the cover page, inside cover page, and appendices hereto, provides information in connection with the issuance by the Successor Agency to the Rancho Cucamonga Redevelopment Agency (the “Successor Agency”) of its Rancho Redevelopment Project Area Tax Allocation Refunding Bonds, Series 2025 in the aggregate principal amount of $[PAR AMOUNT]* (the “Series 2025 Bonds”).
Purpose
The Series 2025 Bonds are being issued to (i) refinance the 2014 Bonds as more fully described herein, (ii) provide for a reserve policy to satisfy the Reserve Requirement for the reserve account for the Series 2025 Bonds, and (iii) pay costs of issuance of the Series 2025 Bonds. See “PLAN OF FINANCE” and “ESTIMATED SOURCES AND USES OF FUNDS” herein.
Authority for Issuance of the Series 2025 Bonds
The Series 2025 Bonds are being issued by the Successor Agency pursuant to Section 34177.5(a)(1) of the California Health and Safety Code and Article 11 (commencing with Section 53580) of Chapter 3 of Part 1 of Division 2 of Title 5 of the Government Code of the State of California (the “State”).
The Successor Agency will issue the Series 2025 Bonds pursuant to that certain Trust Indenture, dated as of March 1, 1990 (the “Original Indenture”), by and between the Former Agency (defined below) and Computershare Trust Company, National Association, formerly Wells Fargo Bank, N.A., as successor in interest to Bank of America National Trust and Savings Association., as trustee (the “Trustee”), as amended and supplemented by that certain First Supplemental Indenture, dated as of January 1, 1994 (the “First Supplemental Indenture”), by and between the Former Agency and the Trustee, as successor in interest to Bank of America National Trust and Savings Association, that certain Second Supplemental Indenture, dated as of August 1, 1999 (the “Second Supplemental Indenture”), by and between the Former Agency and the Trustee, as successor in interest to U.S. Bank Trust National Association, that certain Third Supplemental Indenture, dated as of August 1, 2001 (the “Third Supplemental Indenture”), by and between the Former Agency and the Trustee, that certain Fourth Supplemental Indenture, dated as of March 1, 2004 (the “Fourth Supplemental Indenture”), by and between the Former Agency and the Trustee, that certain Fifth Supplemental Indenture (the “Fifth Supplemental Indenture”), dated as of July 1, 2014, by and between the Successor Agency and the Trustee, and that certain Sixth Supplemental Indenture (the “Sixth Supplemental Indenture”), dated as of October 1, 2016, by and between the Successor Agency and the Trustee, and as further amended and supplemented by that certain Seventh Supplemental Indenture, dated as of [January 1, 2025], by and between the Successor Agency and the Trustee (the “Seventh Supplemental Indenture,” and together with the Original Indenture, First Supplemental Indenture, Second Supplemental Indenture, Third Supplemental Indenture, Fourth Supplemental Indenture, Fifth * Preliminary, subject to change.
2 Supplemental Indenture and the Sixth Supplemental Indenture, the “Indenture”), the proceeds of which will be used to refund all of the outstanding 2014 Bonds, as more fully described herein.
The Series 2025 Bonds will be payable from and secured by designated property tax revenues (formerly tax increment revenues) related to the Rancho Redevelopment Project Area (the “Project Area”), which will consist of moneys deposited, from time to time, in the Redevelopment Property Tax Trust Fund (“RPTTF”) established under the Dissolution Act, defined below, but exclude those amounts which were, prior to the Dissolution Act, required to be deposited into the Former Agency’s Low and Moderate Income Housing Fund to the extent required to pay debt service on existing Housing Obligations, defined herein, and excluding amounts payable as senior pass-through obligations, described herein, as provided in the California Health and Safety Code as more fully described herein. Collectively, such tax increment revenues subject to a pledge under the Indenture are referred to herein as “Tax Revenues.” See “SECURITY FOR THE BONDS.” The issuance of the Series 2025 Bonds was subject to review and approval under the Dissolution Act of the San Bernardino Countywide Oversight Board (the “Oversight Board”), as described below, and the Department of Finance of the State (the “State Department of Finance”). All such approvals have been obtained.
See “THE RANCHO CUCAMONGA SUCCESSOR AGENCY.”
The Oversight Board for the Successor Agency approved the issuance of the Series 2025 Bonds by the Successor Agency by resolution adopted on October 17, 2024 (the “Oversight Board Resolution”). The State Department of Finance released its letter approving the Oversight Board Resolution approving the issuance of the Series 2025 Bonds on [_______], 2024. See Appendix H –“STATE DEPARTMENT OF FINANCE DETERMINATION LETTER APPROVING THE SERIES 2025 BONDS.”
The City and the Successor Agency
The City. The City of Rancho Cucamonga (the “City”) is located in San Bernardino County, in the southeastern part of California. It is situated at the foothills of the San Gabriel Mountains and part of the Inland Empire, a metropolitan area east of the Los Angeles metropolitan area. The City enjoys a strategic location with proximity to major highways, providing easy access to other parts of California for employment, recreation, and other purposes. This geographical setting offers a unique blend of urban and natural environments, with scenic mountain views and urban amenities.
The City’s current estimated population is approximately 174,000, making it the fourth most populous City in San Bernardino County and 26 th in California. In terms of size and population, the City is significantly larger than many other cities in California, reflecting its status as a major suburban city. Its growth and development can be characterized by a combination of its favorable location, diverse population, and a range of economic activities, including historical ties to agriculture and winemaking.
The City’s geographic area is 47 square miles. Although the City was incorporated in 1977, the community was shaped years prior, in part, due to growth in Los Angeles and Orange County and, accordingly, families seeking affordable housing east of those locations. The City provides a full range of municipal services, including police, public works, planning, building and safety, recreation, library, animal care and control, community improvement, and economic development.
The City contracts with other governmental entities, private firms, and individuals to deliver specific services, including police services provided by the San Bernardino County Sheriff’s Department. Fire services are provided by the Rancho Cucamonga Fire Protection District, a legally separate entity; notwithstanding they are included within the City’s reporting entity for financial reporting purposes. A different government agency provides water and sewer services.
Location is one of the City’s principal advantages. Major ground transportation routes in and out of Southern California and the Ontario International Airport are nearby. Retail, office, civic and cultural uses are contained around Victoria Gardens, a sizeable and popular regional mall.
3 Community venues include an adult sports complex, community center, cultural center, senior center, two libraries, and over 150 miles of hiking, biking and equestrian trails which have attracted families to live in the City. For certain information with respect to the City, see APPENDIX B – “GENERAL INFORMATION CONCERNING THE CITY OF RANCHO CUCAMONGA.”
The Successor Agency. As described below, the Successor Agency has succeeded to certain rights of the Rancho Cucamonga Redevelopment Agency (the “Former Agency”). The Former Agency was organized by the Council of the City in 1981, to exercise the powers granted by the California Community Redevelopment Law (Sections 33000 et seq. of the California Health and Safety Code) (the “Redevelopment Law”).
Pursuant to California legislation enacted in 2011 and 2012 (as more fully described herein, and being the provisions of Assembly Bill X1 26, consisting of Part 1.8 (commencing with Section 34161) and Part 1.85 (commencing with Section 34170) of Division 24 of the California Health and Safety Code, as amended by Assembly Bill 1484 (“AB 1484”) and as further amended on September 22, 2015 by Senate Bill 107 (“SB 107” ), together the “Dissolution Act”), redevelopment agencies in California, including the Former Agency, were dissolved, and with certain exceptions, can no longer conduct redevelopment activities.
The Former Agency was dissolved on February 1, 2012. Upon dissolution, the assets and liabilities of the Former Agency were transferred to the Successor Agency. The City is obligated to report the resources and activities of the Successor Agency in a separate Private-Purpose Trust Fund, which is also included in the City’s financial statements.
The Successor Agency, however, is authorized to continue to refinance existing bonds in order to achieve a savings in debt service. See “–The Project Area” below. See also “SUCCESSOR AGENCY” for a discussion of the Dissolution Act, the formation of the Successor Agency and the current powers, and limitations thereon, of the Successor Agency.
Pursuant to the Dissolution Act, the City has elected to serve as the Successor Agency. The Dissolution Act, however, expressly clarifies that the City and the Successor Agency are separate public entities. None of the liabilities of the Former Agency are transferred to the City by virtue of the City’s election to serve as the Successor Agency.
The Project Area
The Redevelopment Plan for the Project Area (the “Redevelopment Plan”) was adopted by the City Council on December 23, 1981. The Project Area represents approximately 36% of the City’s total acreage. See “THE RANCHO REDEVELOPMENT PROJECT.”
Under the Dissolution Act, the Bonds (as defined below) are secured by a pledge of, and payable from a portion of the moneys deposited from time to time in the RPTTF held and administered by the Office of the Auditor Controller of the County of San Bernardino (the “County Auditor-Controller”) with respect to the Successor Agency. DISCUSSIONS HEREIN REGARDING TAX REVENUES NOW REFER TO THOSE
MONEYS DEPOSITED BY THE COUNTY AUDITOR-CONTROLLER INTO THE REDEVELOPMENT PROPERTY TAX TRUST FUND EQUAL TO SUCH TAX REVENUES. The Dissolution Act authorizes the issuance of bonds by a successor agency to refund bonds previously issued by a former redevelopment agency, which bonds may be secured by a pledge of property tax increment with the same legal effect as if the refunding bonds had been issued prior to the Dissolution Act, in full conformity with the applicable provisions of the Redevelopment Law that existed prior to that date. See “SECURITY FOR THE BONDS – Security for the Bonds.”
4 Terms of the Series 2025 Bonds
The Series 2025 Bonds will be issued in denominations of $5,000 and any integral multiple thereof (the “Authorized Denominations”). The Series 2025 Bonds will be dated their date of delivery and are payable with respect to interest semiannually each March 1 and September 1, commencing on [March 1, 2025].
The Series 2025 Bonds will be delivered in fully-registered form only, and when delivered, will be registered in the name of Cede & Co., as nominee of The Depository Trust Company, New York, New York (“DTC”). DTC will act as securities depository for the Series 2025 Bonds. Ownership interests in the Series 2025 Bonds may be purchased in book-entry form only. Principal of and interest on the Series 2025 Bonds will be paid by the Trustee to DTC or its nominee, which will in turn remit such payments to its Participants (defined herein) for subsequent disbursement to the Owners of the Series 2025 Bonds. See APPENDIX E – “DTC AND THE BOOK ENTRY SYSTEM” attached hereto.
The Series 2025 Bonds are not subject to redemption prior to maturity. See “THE SERIES 2025 BONDS – No Optional Redemption of the Series 2025 Bonds” herein.
Security for the Series 2025 Bonds
Prior to the enactment of the Dissolution Act, the Redevelopment Law authorized the financing of redevelopment projects through the use of tax increment revenues. This method provided that the taxable valuation of the property within a redevelopment project area on the property tax roll last equalized prior to the effective date of the ordinance which adopts the redevelopment plan becomes the base year valuation. Assuming the taxable valuation never drops below the base year level, the taxing agencies in the project area thereafter received that portion of the taxes produced by applying then current tax rates to the base year valuation, and the redevelopment agency was allocated the remaining portion produced by applying then current tax rates to the increase in valuation over the base year. Such incremental tax revenues allocated to a redevelopment agency were authorized to be pledged to the payment of that agency’s obligations.
The Series 2025 Bonds will be special obligations of the Successor Agency and are payable, as to interest thereon and principal thereof, exclusively from the Tax Revenues under the Indenture, and the Successor Agency is not obligated to pay them except from such Tax Revenues. The Series 2025 Bonds are payable as set forth in the Indenture, are not a debt of the City, the County, the State or any other political subdivision of the State (except the Successor Agency, to the extent described herein), and neither the City, the State, the County nor any of the State’s other political subdivisions (except the Successor Agency, to the extent described herein) is liable therefor, nor in any event shall the Series 2025 Bonds be payable out of any funds or properties other than those of the Successor Agency pledged therefor as provided in the Indenture. APPENDIX D – “SUMMARY OF CERTAIN PROVISIONS OF THE LEGAL DOCUMENTS” attached hereto.
Outstanding Parity Bonds. In 2016, the Successor Agency issued its $56,860,000 Rancho Redevelopment Project Area Tax Allocation Refunding Bonds, Series 2016 (the “2016 Bonds”), currently outstanding in the principal amount of $[42,265,000], pursuant to the Sixth Supplement and the Original Indenture. The 2016 Bonds are payable on parity with the Series 2025 Bonds. All of the Successor Agency’s Rancho Redevelopment Project Area Tax Allocation Refunding Bonds, Series 2014 (the “2014 Bonds”) will be redeemed with proceeds of the Series 2025 Bonds. Collectively, the 2016 Bonds, the Series 2025 Bonds and any Parity Bonds (as defined in the Indenture) are referred to herein as the “Bonds.” Additional Parity Bonds. As more fully described under “SECURITY FOR THE BONDS,” the Successor Agency may issue or incur additional obligations on a parity with the pledge of the Tax Revenues securing the 2016 Bonds and the Series 2025 Bonds if certain conditions are met under the Indenture and the Dissolution Act.
The Successor Agency will not be permitted to issue any obligations with a lien on Tax Revenues senior to the lien of the 2016 Bonds and the Series 2025 Bonds.
5 Outstanding Housing Obligations. As more fully described under “SECURITY FOR THE BONDS,” the Successor Agency has certain obligations outstanding (herein defined as “Housing Obligations”) which are payable from amounts that, prior to the Dissolution Act, would have been deposited into the Former Agency’s Low and Moderate Income Housing Fund. Tax Revenues pledged to the Bonds exclude amounts which prior to the adoption of the Dissolution Act were required to be deposited into the Former Agency’s Low and Moderate Income Housing Fund, to the extent required to pay debt service on the outstanding Housing Obligations. “Tax Revenues” as defined in the Indenture exclude amounts which, prior to the adoption of the Dissolution Act, were required to be deposited into the Former Agency’s Low and Moderate Income Housing Fund pursuant to Sections 33334.2, 33334.3 and 33334.6 of the Redevelopment Law, to the extent required to pay debt service on the Housing Obligations. The outstanding Housing Obligations include (i) the Former Agency’s Housing Set Aside Tax Allocation Bonds Taxable 2007 Series B (the “2007B Housing Bonds”), (ii) the Former Agency’s 1997 Loan Agreement, entered into on December 15, 1997 (the “1997 Agreement”), by and among the Former Agency, Northtown Housing Development and MBIA Insurance Corporation, as successor in interest to Capital Markets Assurance Corporation, and (iii) the Former Agency’s Housing Pledge Agreement, dated November 8, 2007 (the “Housing Pledge Agreement”), by and between the Former Agency and National Community Renaissance of California. The 2007B Housing Bonds, 1997 Agreement, and Housing Pledge Agreement are payable on a senior basis to the Bonds from the 20% former housing set-aside requirement. See “ESTIMATED REVENUES AND BOND RETIREMENT” herein.
Reserve Fund. In order to further secure the payment of the principal of and interest on the Series 2025 Bonds, a Reserve Account in the Special Fund is established under the Indenture in an amount equal to the Reserve Requirement, as defined in the Indenture (the “Reserve Requirement”). See, “SECURITY FOR THE BONDS – Funds and Accounts.” The Successor Agency will deposit such amounts or surety which satisfy the Reserve Requirement, defined below, in a separate sub-account of the Reserve Fund available for the payment of debt service on the Series 2025 Bonds. The Reserve Requirement for the Series 2025 Bonds will be calculated separately and without regard to any other bonds. The Reserve Policy will be deposited in the Reserve Subaccount established for the Series 2025 Bonds, and will be available to pay debt service only on the Series 2025 Bonds and any other Parity Bonds issued in the future that the Successor Agency elects to be secured by said subaccount, with the prior written consent of the Insurer so long as the Reserve Policy remains in effect.
Professionals Involved in the Offering
Computershare Trust Company, National Association, Los Angeles, California, will act as trustee with respect to the Series 2025 Bonds under the Indenture.
Fieldman Rolapp & Associates, Inc., Irvine, California, has acted as Municipal Advisor to the Successor Agency in the structuring and presentation of the financing.
HdL Coren & Cone, Brea, California, has acted as Fiscal Consultant to the Successor Agency and has prepared an analysis of taxable values and tax increment revenues in the Project Area. See “APPENDIX A – REPORT OF FISCAL CONSULTANT” herein.
All proceedings in connection with the issuance of the Series 2025 Bonds are subject to the approval of Best Best & Krieger LLP, Riverside, California, Bond Counsel. Best Best & Krieger LLP is acting as Disclosure Counsel. Anzel Galvan LLP is acting as counsel to the Underwriter. Richards, Watson & Gershon, Brea, California, will pass on certain matters for the Successor Agency as its general counsel.
Continuing Disclosure
With respect to continuing disclosure, the Successor Agency will prepare and provide annual updates of the information contained in the tables included in this Official Statement with respect to property tax revenues, collections, any material delinquencies, principal taxpayers, and plan limit calculations and notices of enumerated events and all other remaining annual information required under the Continuing Disclosure Certificate. Willdan Financial Services currently serves as the Successor Agency’s Dissemination Agent and will file the annual reports
6 and notices with the Municipal Securities Rulemaking Board (the “MSRB”) through its Electronic Municipal Market Access system (“EMMA”). See the caption “OTHER INFORMATION – Continuing Disclosure” and “APPENDIX G - FORM OF CONTINUING DISCLOSURE CERTIFICATE.” Reference to Underlying Documents
Brief descriptions of the Series 2025 Bonds, the Indenture, the County, the Successor Agency, the Project Area and other related information are included in this Official Statement. Such descriptions and information do not purport to be comprehensive or definitive. The summaries of and references to all documents, statutes, reports and other instruments referred to herein is qualified in its entirety by reference to such document, statute, report or instrument, copies of which are all available for inspection at the offices of the Successor Agency. Certain capitalized terms used and not defined herein shall have the meaning given to those terms in APPENDIX D – “SUMMARY OF CERTAIN PROVISIONS OF THE LEGAL DOCUMENTS” attached hereto.
PLAN OF FINANCE
The Series 2025 Bonds are being issued to (i) refinance the 2014 Bonds as more fully described herein, (ii) provide for a reserve policy to satisfy the Reserve Requirement for the reserve account for the Series 2025 Bonds, and (iii) pay costs of issuance of the Series 2025 Bonds. See “ESTIMATED SOURCES AND USES OF FUNDS” herein.
Prior to dissolution, and excluding any bonds secured by the former housing set-aside, the Former Agency issued its (i) $107,780,000 original principal amount of Rancho Redevelopment Project 1990 Tax Allocation Bonds (the “1990 Bonds”), (ii) $64,460,000 original principal amount of Rancho Redevelopment Project 1994 Tax Allocation Refunding Bonds (the “1994 Bonds”), which refunded a portion of the 1990 Bonds, (iii) $54,945,000 original principal amount of Rancho Redevelopment Project 1999 Tax Allocation Bonds (the “1999 Bonds”), which refunded the remaining 1990 Bonds, (iv) $74,080,000 original principal amount of Rancho Redevelopment Project 2001 Tax Allocation Bonds (the “2001 Bonds”), and (v) $165,680,000 original principal amount of Rancho Redevelopment Project 2004 Tax Allocation Bonds (the “2004 Bonds”), which refunded the 1994 Bonds.
After dissolution, and excluding any bonds secured by the former housing set-aside, the Successor Agency issued its (i) 2014 Bonds, which refunded the 1999 Bonds, 2001 Bonds and 2004 Bonds, and (ii) 2016 Bonds, which refunded the Former Agency’s Rancho Redevelopment Project Housing Set-Aside Tax Allocation Bonds 2007 Series A (the “2007A Housing Bonds”) (together the 1990 Bonds, 1994 Bonds, 1999 Bonds, the 2001 Bonds, 2004 Bonds, 2014 Bonds, and the 2016 Bonds are referred to as the “Prior Bonds”). The Prior Bonds were issued pursuant to the Original Indenture, as amended and supplemented by the First Supplemental Indenture, the Second Supplemental Indenture, the Third Supplemental Indenture, the Fourth Supplemental Indenture, Fifth Supplemental Indenture, and the Sixth Supplemental Indenture.
On the date of issuance of the Series 2025 Bonds, a portion of the proceeds will be transferred to the Trustee for deposit into the Redemption Fund established for the 2014 Bonds under certain Irrevocable Refunding Instructions, dated as of [DATE] (the “Refunding Instructions”) delivered by the Successor Agency to the Trustee.
As of October 1, 2024, $[___] of the 2014 Bonds remain outstanding which will be redeemed on [_____, 2025] (the “Redemption Date”). A portion of the amount deposited in the Redemption Fund for the 2014 Bonds established under the Refunding Instructions to be held by the Trustee, together with other available moneys, will be invested in certain federal securities, and the remainder will be held uninvested, all irrevocably pledged for the payment of debt service due on the 2014 Bonds on March 1, 2025, and the payment of interest together with accrued interest, without premium, on the Redemption Date.
The amounts held and invested by the trustee for the 2014 Bonds in the Redemption Fund are pledged solely to the payment of amounts due and payable by the Successor Agency under the Original Indenture and the First Supplemental Indenture, Second Supplemental Indenture, Third Supplemental Indenture, Fourth Supplemental Indenture, Fifth Supplemental Indenture, and Sixth Supplemental Indenture, with respect to the
7 2014 Bonds. Neither the funds deposited in the Redemption Fund for the 2014 Bonds nor the interest on the invested funds will be available for the payment of debt service on the Bonds. See “ESTIMATED SOURCES AND USES OF FUNDS” below.
ESTIMATED SOURCES AND USES OF FUNDS
Set forth below are the estimated sources and uses of proceeds of the Series 2025 Bonds.
Sources:
Par Amount of Series 2025 Bonds $
Funds Relating to 2014 Bonds
[Plus/Less] [Net]Original Issue [Premium/Discount]
TOTAL SOURCES: $
Uses:
Costs of Issuance(1) $
Deposit to Redemption Fund
TOTAL USES: $
_____________________________
(1) Includes Underwriter’s Discount, legal fees, printing, rating agency fees and expenses, fees of the Municipal Advisor, fees of the Fiscal Consultant, [fees for the reserve policy], and other issuance costs of the Series 2025 Bonds.
8 ANNUAL DEBT SERVICE REQUIREMENTS OF THE SERIES 2025 BONDS The following table provides the annual debt service requirements of the Series 2025 Bonds.
Year Ending
(September 1) Principal Interest Debt Service
$ $ $
Total $ $ $
9 THE SERIES 2025 BONDS
General
The Series 2025 Bonds will be dated as of the date of original delivery (the “Closing Date”), will bear interest at the rates per annum and will mature on the dates and in the amounts set forth on the inside cover page hereof. The Series 2025 Bonds will be issued in fully registered form, without coupons, in the denomination of $5,000 each or any integral multiple thereof. Interest on the Series 2025 Bonds is payable semiannually on March 1 and September 1 of each year, commencing March 1, 2025 (each an “Interest Payment Date”). Principal of and premium, if any, on the Series 2025 Bonds is payable upon the surrender thereof at the corporate trust office of the Trustee in Los Angeles, California. Interest will be paid by check of the Trustee mailed by first class mail, postage prepaid, on each Interest Payment Date to the registered owners as of the fifteenth day of the month preceding the Interest Payment Date (the “Record Date”). At the written request of an Owner of the Series 2025 Bonds in an aggregate principal amount of at least $1,000,000, which written request is on file with the Trustee as of any Record Date, interest on the applicable Series 2025 Bonds shall be paid on each succeeding Interest Payment Date by wire transfer in immediately available funds to such account within the United States of America as shall be specified in such written request (any such written request shall remain in effect until rescinded in writing by the Owner). The principal of and premium (if any) on the Series 2025 Bonds shall be payable in lawful money of the United States of America by check or draft of the Trustee upon presentation and surrender thereof at the Office of the Trustee.
Notwithstanding the foregoing, while the Series 2025 Bonds are held in the book-entry only system of DTC, all such payments of principal, interest and premium, if any, will be made to Cede & Co. as the registered owner of the Series 2025 Bonds, for subsequent disbursement to Participants and beneficial owners. See “APPENDIX E – DTC AND THE BOOK-ENTRY SYSTEM.”
No Optional Redemption of the Series 2025 Bonds
Optional Redemption. The Series 2025 Bonds are not subject to optional redemption prior to their stated maturities.
SECURITY FOR THE BONDS
Special Obligations
The Series 2025 Bonds will be special obligations of the Successor Agency and are payable, as to interest thereon and principal thereof, exclusively from the Tax Revenues and funds on deposit in certain funds and account established under the Indenture on parity with the 2016 Bonds and any other Parity Bonds issued in the future, and the Successor Agency is not obligated to pay such principal and interest except from such Tax Revenues. The Series 2025 Bonds are payable as set forth in the Indenture, are not a debt of the City, the County, the State or any other political subdivision of the State (other than the Successor Agency, to the limited extent described in the Official Statement), and neither the City, the State, the County nor any of the State’s other political subdivisions are liable therefor (other than the Successor Agency, to the limited extent described in the Official Statement), nor in any event shall the Series 2025 Bonds be payable out of any funds or properties other than those of the Successor Agency pledged therefor as provided in the Indenture. The Series 2025 Bonds are payable on parity with the pledge under the 2016 Bonds.
Municipal Bond Debt Service Reserve Insurance Policy
Concurrently with the issuance of the Series 2025 Bonds, [INSURER] (“__”) will issue its Municipal Bond Debt Service Reserve Insurance Policy for the Series 2025 Bonds (the “Reserve Policy”). The Reserve Policy is being issued in the amount of the Reserve Requirement for the Series 2025 Bonds, as defined in this Official Statement. See “-Security for the Bonds – Municipal Bond Debt Service Reserve Insurance Policy” below.
10 Tax Increment Financing Generally
Prior to the Dissolution Act, the Redevelopment Law authorized the financing of redevelopment projects through the use of tax revenues. This financing mechanism provides that the taxable valuation of the property within a project area on the property tax roll last equalized prior to the effective date of the ordinance that adopts the redevelopment plan becomes the base year valuation. Thereafter, the increase in taxable valuation becomes the increment upon which taxes are levied and allocated to the applicable agency. Redevelopment agencies have no authority to levy property taxes, but must instead look to this allocation of tax increment revenues to finance their activities.
Under the Redevelopment Law and Section 16 of Article XVI of the State Constitution, taxes on all taxable property in a project area levied by or for the benefit of the State, any city, county, city and county, district or other public corporation (the “Taxing Agencies”) when collected are divided as follows:
(i) An amount each year equal to the amount that would have been produced by the then current tax rates applied to the assessed valuation of such property within the project area last equalized prior to the effective date of the ordinance approving the redevelopment plan, plus the portion of the levied taxes in excess of the foregoing amount sufficient to pay debt service on any voter-approved bonded indebtedness of the respective Taxing Agencies incurred for the acquisition or improvement of real property and approved on or after January 1, 1989, is paid into the funds of the respective Taxing Agencies; and
(ii) That portion of the levied taxes in excess of the amount described in paragraph (i) is deposited into a special fund of the applicable redevelopment agency to pay the principal of and interest on loans, moneys advanced to, or indebtedness incurred by, such agency to finance or refinance activities in or related to such project area.
That portion of the levied taxes described in paragraph (ii) above, less amounts deducted pursuant to Section 34183(a) of the Dissolution Act for permitted administrative costs of the County Auditor-Controller, constitute the amounts required under the Dissolution Act to be deposited by the County Auditor-Controller into the Redevelopment Property Tax Trust Fund. In addition, Section 34183 of the Dissolution Act effectively eliminates the “on and after January 1, 1989” reference from paragraph (i) above. Pursuant to SB 107, effective September 22, 2015, debt service revenues approved by the voters for the purpose of supporting pension programs or capital projects, and programs related to the State Water Project, that are not pledged to or needed for debt service on successor agency obligations are allocated and paid to the entity that levies the override and will not be deposited into the RPTTF. Certain debt service override tax rates were approved within the Project Area. Such overrides, however, are not pledged to the payment of debt service on the Bonds. Accordingly, the projections of tax revenues available to pay the debt service on the Bonds in the Fiscal Consultant’s Report and this Official Statement do not include any overrides. See “ESTIMATED REVENUES AND BOND RETIREMENT.” Low and Moderate Income Housing Set-Aside
Prior to the Dissolution Act, the Redevelopment Law required generally that redevelopment agencies set aside in a low and moderate income housing fund (the “Low and Moderate Income Housing Fund”) not less than 20% of all tax revenues allocated to agencies from redevelopment project areas adopted after December 31, 1976, for authorized housing purposes. This 20% set-aside requirement was eliminated by the Dissolution Act; however, the Housing Obligations, described herein, have a prior lien on the moneys that, prior to the Dissolution Act, would have been deposited into the Low and Moderate Income Housing Fund. As a result, moneys that would have been deposited in the Low and Moderate Income Housing Fund will be used first to pay the Housing Obligations and then will be available to pay debt service on the Bonds.
11 Assembly Bill 1290
Assembly Bill 1290 (being Chapter 942, Statutes of 1993) (“AB 1290”) was adopted by the California Legislature and became law on January 1, 1994. The enactment of AB 1290 created several significant changes in the Redevelopment Law, including time limitations for redevelopment agencies to incur and repay loans, advances and indebtedness that are repayable from tax increment revenues. See “THE RANCHO REDEVELOPMENT PROJECT” for a discussion of the time limitations.
AB 1290 also established a statutory formula for sharing tax increment for project areas established, or amended in certain respects, on or after January 1, 1994, which applies to tax increment revenues net of the housing set-aside, pursuant to Section 33607.5 and 33607.7 of the Redevelopment Law. The first 25% of net tax increment generated by the increase in assessed value after the establishment of the project area or the effective date of the amendment is required to be paid to affected taxing entities. In addition, beginning in the 11th year of collecting tax increment, an additional 21% of the increment generated by increases in assessed value after the tenth year must be so paid. Finally, beginning in the 31st year of collecting tax increment, an additional 14% of the increment generated by increases in assessed value after the 30th year must be so paid. Under the Redevelopment Law, the City is considered a taxing entity and may elect to receive its share of the required tier 1 payments. The City may not, however, receive any share of the tier 2 and tier 3 payments. The City has elected to receive its share of all tier 1 payment amounts. See “THE RANCHO REDEVELOPMENT PROJECT – Statutory Tax Sharing Payments.”
The tax sharing payments described above are required to be made prior to payment of debt service on bonds or loans secured by tax increment from project areas which are subject to AB 1290. Section 34177.5(c) sets forth a process by which the Successor Agency may subordinate its pass-through obligations. The Successor Agency, however, has not taken any action to subordinate the statutory pass-through payments (the “Statutory Pass-Through Amounts”) to the payment of debt service on the 2016 Bonds or the Series 2025 Bonds per the provisions of Section 34177.5(c). Accordingly, the payment of debt service on the 2016 Bonds and the Series 2025 Bonds is subordinate to the payment of statutory pass-through payments.
A further description of the existing pass-through obligations of the Successor Agency is discussed herein under “THE RANCHO REDEVELOPMENT PROJECT – Pass-Through Agreements” and “Statutory Tax Sharing Payments.”
Redevelopment Property Tax Trust Fund
The Dissolution Act authorizes bonds, including the Bonds, to be secured by a pledge of moneys deposited from time to time in a Redevelopment Property Tax Trust Fund held by a county auditor-controller with respect to a successor agency, which are equivalent to the tax increment revenues that were formerly allocated under the Redevelopment Law to the redevelopment agency and formerly authorized under the Redevelopment Law to be used for the financing of redevelopment projects, less amounts deducted pursuant to Section 34183(a) of the Dissolution Act for permitted administrative costs of the county auditor-controller. Successor agencies have no power to levy property taxes and must look specifically to the allocation of taxes as described below.
Allocation of Taxes Subsequent to the Dissolution Act
The Dissolution Act requires the County Auditor-Controller to determine the amount of property taxes that would have been allocated to the Former Agency (pursuant to subdivision (b) of Section 16 of Article XVI of the State Constitution) had the Former Agency not been dissolved pursuant to the operation of AB 26, using current assessed values on the last equalized roll on August 20, and to deposit that amount in the Redevelopment Property Tax Trust Fund for the Successor Agency established and held by the County Auditor-Controller pursuant to the Dissolution Act. The Dissolution Act provides that any bonds authorized thereunder to be issued by the Successor Agency will be considered indebtedness incurred by the dissolved Former Agency, with the same legal effect as if the bonds had been issued prior to the effective date of AB 26, in full conformity with the applicable provision of the Redevelopment Law that existed prior to that date so that property tax revenues
12 (formerly tax increment revenues) are paid to the Successor Agency in such amounts and on such dates to ensure the timely payment of debt service on the Bonds from Tax Revenues and the Housing Obligations from amounts formerly required to be deposited in the Low and Moderate Income Housing Fund. Pursuant to the Dissolution Act, the Successor Agency has covenanted to take all actions necessary to ensure that the Bonds will be included in the Successor Agency’s Recognized Obligation Payment Schedules as prepared from time to time under the Dissolution Act. See “–Recognized Obligation Payment Schedules” below.
Taxes levied on the property within the Project Area on that portion of the taxable valuation over and above the taxable valuation of the applicable base year property tax roll within the Project Area, to the extent they constitute tax increment revenues, less administrative costs, as described herein, will be deposited in the Redevelopment Property Tax Trust Fund for transfer by the County Auditor-Controller to the Successor Agency’s Redevelopment Obligation Retirement Fund established pursuant to the Dissolution Act on January 2 and June 1 of each year to the extent required for payments listed in the Successor Agency’s Recognized Obligation Payment Schedule in accordance with the requirements of the Dissolution Act. See “–Recognized Obligation Payment Schedule” below.
Recognized Obligation Payment Schedule
The Dissolution Act requires that successor agencies annually prepare and submit to the successor agency’s oversight board and the State Department of Finance for approval, a Recognized Obligation Payment Schedule (the “Recognized Obligation Payment Schedule” or “ROPS”) pursuant to which enforceable obligations (as defined in the Dissolution Act) of the successor agency are listed, together with the source of funds to be used to pay for each enforceable obligation.
Submission of ROPS Schedule. Pursuant to SB 107, commencing on February 1, 2016, successor agencies were transitioned to an annual Recognized Obligation Payment Schedule process pursuant to which successor agencies are required to file Recognized Obligation Payment Schedules with the State Department of Finance and the County Auditor-Controller for approval each February 1 for the July 1 through June 30 period immediately following such February 1.
Commencing January 1, 2016, successor agencies that received a Finding of Completion and the concurrence of the State Department of Finance as to the items that qualify for payment, among other conditions, may at their option, file a “Last and Final” Recognized Obligation Payment Schedule. If a Last and Final Recognized Obligation Payment Schedule were filed by a successor agency and it is approved by the State Department of Finance, the Last and Final Recognized Obligation Payment Schedule will be binding on all parties, and such successor agency will no longer submit a Recognized Obligation Payment Schedule to the State Department of Finance nor the Oversight Board. In that case, the county auditor-controller will remit the authorized funds to the successor agency in accordance with the approved Last and Final Recognized Obligation Payment Schedule until each remaining enforceable obligation has been fully paid. A Last and Final Recognized Obligation Payment Schedule may only be amended twice, and only with approval of the State Department of Finance and the county auditor-controller. The Successor Agency has not submitted a Last and Final Recognized Obligation Payment Schedule, and does not have current plans to submit a Last and Final Recognized Obligation Payment Schedule.
As defined in the Dissolution Act, “enforceable obligation” includes bonds, including the required debt service, reserve set-asides, and any other payments required under an indenture or similar documents governing the issuance of the outstanding bonds of the former redevelopment agency, as well as other obligations such as loans, judgments, or settlements against the former redevelopment agency, any legally binding and enforceable agreement that is not otherwise void as violating the debt limit or public policy, contracts necessary for the administration or operation of the successor agency, and, under certain circumstances, amounts borrowed from the successor agency’s low and moderate income housing fund.
A reserve may be included on the ROPS and held by the Successor Agency when required by a bond indenture or when the next property tax allocation will be insufficient to pay all obligations due under the
13 provisions of the bonds for the next payment due in the following six-month period as provided in the Dissolution Act.
Compliance with Law and Covenants of Outstanding Obligations. In the Indenture, the Successor Agency has covenanted to take all actions required under the Redevelopment Law and the Dissolution Act to include debt service on the Bonds on the ROPS. Without limiting the generality of the foregoing, the Successor Agency covenants and agrees to file all required statements and hold all public hearings required under the Dissolution Act to assure compliance by the Successor Agency with its covenants under the Indenture. Further, it promises to take all actions required under the Dissolution Act to include scheduled debt service on the Series 2025 Bonds, Parity Bonds, and Housing Obligations, any amount required under the Indenture to replenish the reserve accounts established thereunder, as well as any amount required under the Indenture for the 2007B Housing Bonds to replenish the reserve account established thereunder, in each ROPS so as to enable the County Auditor-Controller to distribute from the Redevelopment Property Tax Trust Fund to the Successor Agency’s Redevelopment Obligation Retirement Fund on each January 2 and June 1 amounts required for the Successor Agency to pay principal of, and interest on, the Bonds and Housing Obligations coming due in the respective six-month period.
These actions will include, without limitation, placing on the periodic ROPS for approval by the Oversight Board and State Department of Finance, to the extent necessary, the amounts to be held by the Successor Agency as a reserve for the next six-month period, as contemplated by paragraph (1)(A) of subdivision (d) of Section 34171 of the Dissolution Act, that are necessary to comply with the Indenture and to pay the Housing Obligations.
Review by the Department of Finance. The Dissolution Act requires the State Department of Finance to make a determination of the enforceable obligations and the amounts and funding sources of the enforceable obligations no later than 45 days after the ROPS is submitted. Within five business days of the determination by the State Department of Finance, the Successor Agency may request additional review by the State Department of Finance and an opportunity to meet and confer on disputed items, if any. The State Department of Finance will notify the Successor Agency and the County Auditor-Controller as to the outcome of its review at least 15 days before the January 2 or June 1 date of property tax distribution, as applicable. The State Department of Finance has on occasion rejected items on the Successor Agency’s ROPS for certain obligations the State Department of Finance considered to be not documented. None of the rejected items, however, related to bond debt service or enforceable obligations related to the repayment of bonds.
The Bonds and Successor Agency’s Recognized Obligation Payment Schedule. The Dissolution Act provides that any bonds authorized thereunder to be issued by the Successor Agency will be considered indebtedness incurred by the dissolved Former Agency, with the same legal effect as if the bonds had been issued prior to the effective date of AB 26, in full conformity with the applicable provision of the Redevelopment Law that existed prior to that date, and will be included in the Successor Agency’s ROPS.
Order of Priority of Disbursement from the Redevelopment Property Tax Trust Fund. As enacted by AB 1290, Section 33607.5 and 33607.7 of the Redevelopment Law required mandatory tax sharing applicable to redevelopment projects adopted after January 1, 1994, or amended thereafter in certain manners specified in such statutes (as previously defined above, the “Statutory Pass-Through Amounts”). The Dissolution Act requires the County Auditor-Controller to distribute from the Redevelopment Property Tax Trust Fund amounts required to be distributed for Statutory Pass-Through Amounts and any tax sharing agreements entered before January 1, 1994, to the taxing entities for each six-month period before amounts are distributed by the County Auditor- Controller from the Redevelopment Property Tax Trust Fund to the Successor Agency’s Redevelopment Obligation Retirement Fund each January 2 and June 1, unless (i) pass-through payment obligations have previously been made subordinate to debt service payments for the bonded indebtedness of the Former Agency, as succeeded by the Successor Agency (see below), (ii) the Successor Agency has reported, no later than the December 1 and May 1 preceding the January 2 or June 1 distribution date, that the total amount available to the Successor Agency from the Redevelopment Property Tax Trust Fund allocation to the Successor Agency’s Redevelopment Obligation Retirement Fund, from other funds transferred from the Former Agency, and from funds that have or will become available through asset sales and all redevelopment operations is insufficient to fund the Successor Agency’s enforceable obligations, pass-through payments, and the Successor Agency’s administrative cost allowance for the applicable six-month period, and (iii) the State Controller has concurred
14 with the Successor Agency that there are insufficient funds for such purposes for the applicable six-month period.
As previously described, the Successor Agency has not taken any action to subordinate the Statutory Pass-Through Amounts to the payment of debt service on the 2016 Bonds or the Series 2025 Bonds. Accordingly, the payment of debt service on the 2016 Bonds and the Series 2025 Bonds is subordinate to the payment of Statutory Pass- Through Payments.
If the requirements stated in clauses (i) through (iii) of the foregoing paragraph have been met, the Dissolution Act provides for certain modifications in the distributions otherwise calculated to be distributed for such six-month period. To provide for calculated shortages to be paid to the Successor Agency for enforceable obligations, the amount of the deficiency will first be deducted from the residual amount otherwise calculated to be distributed to the taxing entities under the Dissolution Act after payment of the Successor Agency’s enforceable obligations, pass-through payments, and the Successor Agency’s administrative cost allowance (as defined in the Dissolution Act). If such residual amount is exhausted, the amount of the remaining deficiency will be deducted from amounts available for distribution to the Successor Agency for the administrative costs allowance for the applicable six-month period in order to fund the enforceable obligations. Finally, funds required for servicing bond debt may be deducted from the amounts to be distributed for contractual or statutory tax sharing amounts, but only to the extent such payments are subordinate to the payment of debt service on enforceable obligations, in order to be paid to the Successor Agency for enforceable obligations, but only after the amounts described in the previous two sentences have been exhausted.
The Successor Agency cannot guarantee that this process prescribed by the Dissolution Act of administering the tax increment revenues and the statutory tax sharing amounts will effectively result in adequate Tax Revenues for the payment of principal and interest on the Bonds when due. See “Recognized Obligation Payment Schedule.” See also “Estimated Revenues and Debt Service” for additional information regarding the Statutory Tax Sharing Amounts applicable to the Successor Agency and the revenues derived from the Project Area. The Successor Agency has no power to levy and collect taxes, and various factors beyond its control could affect the amount of Tax Revenues available in any six-month period to pay the principal of and interest on the Bonds. See “BOND OWNERS’ RISKS.”
Security for the Bonds
The Indenture. Under the Indenture, the Tax Revenues allocated and paid to the Successor Agency are pledged to the payment of debt service on the Bonds (subject to the lien of the tax-sharing agreements), together with moneys on deposit in the funds and accounts. See Table 10 herein showing the projected Tax Revenues and debt service coverage on the Bonds.
“Tax Revenues” means all moneys deposited from time to time in the Redevelopment Property Tax Trust Fund as provided in Section 34183(a)(2) of the Dissolution Act, excluding (i) all other amounts which prior to the adoption of the Dissolution Act were required to be deposited into the Former Agency’s Low and Moderate Income Housing Fund pursuant to Sections 33334.2, 33334.3 and 33334.6 of the Redevelopment Law, to the extent required to pay debt service on the Housing Obligations, and (ii) amounts which are required to be paid to any other public agency under Pass-Through Agreements, or pursuant to Section 33607.7 of the Redevelopment Law, except and to the extent that any amounts so payable are payable on a basis subordinate to the payment of the Bonds. If and to the extent that the provision of Section 34172 or Section 34183(a)(2) are invalidated by a final judicial decision, then Tax Revenues means all taxes annually allocated to the Successor Agency with respect to the Project Area following the Closing Date, pursuant to Article 6 of Chapter 6 (commencing with Section 33670) of the Redevelopment Law and Section 16 of Article XVI of the Constitution of the State, or pursuant to other applicable State laws, and as provided in the Redevelopment Plan, including all payments, subventions and reimbursements (if any) to the Successor Agency specifically attributable to ad valorem taxes lost by reason of tax exemptions and tax rate limitations and including that portion of such taxes otherwise required by Section 33334.2 of the Redevelopment Law to be deposited in the Low and Moderate Income Housing Fund of the Successor Agency established pursuant to Section 33334.3 of the Redevelopment Law, but only to the extent necessary to repay that portion of the proceeds, if any, of any Parity Bonds (including applicable reserves and financing costs) used to increase or improve the supply of low and moderate income housing within or of benefit
15 to the Project Area; but excluding all other amounts of such taxes required to be deposited into the Low and Moderate Income Housing Fund and excluding amounts payable to entities other than the Successor Agency under and pursuant to pass through agreements or similar tax sharing agreements entered into pursuant to Section 33401 of the Redevelopment Law existing on the Closing Date. Pursuant to the Dissolution Act, Tax Revenues are no longer required to be deposited into the Low and Moderate Income Housing Fund previously established pursuant to Section 33334.3 of the Redevelopment Law, and accordingly Tax Revenues are reduced only by the amount required to pay debt service on the outstanding Housing Obligations. “Housing Obligations,” as defined in the Indenture, means, collectively, the Former Agency’s (i) Loan Agreement (the “1997 Loan Agreement”) dated as of December 15, 1997, and as amended and restated on July 7, 2010, among the Former Agency Northtown Housing Development Corporation and Pacific Life Insurance Company (now assigned to the Bank of New York), originally issued in the amount of $9,411,477, and currently outstanding in the principal amount of $[2,100,000], (ii) Housing Set Aside Tax Allocation Bonds Taxable 2007 Series B (the “2007B Housing Bonds”) currently outstanding in the principal amount of $[42,495,000], and (iii) Subordination Agreement (1994 Pledge Agreement, as amended), dated as of November 8, 2007, by and between the Former Agency and National Community Renaissance of California, representing an annual payment of $339,00 annually through Fiscal Year 2025-26 (the “Housing Pledge Agreement”).
Outstanding Parity Bonds. In 2016, the Successor Agency issued the 2016 Bonds which are currently outstanding in the amount of $[42,265,000] and are payable from Tax Revenues on a parity with the Series 2025 Bonds.
Additional Debt. As more fully described under “SECURITY FOR THE BONDS,” the Successor Agency may issue or incur additional obligations on a parity with the pledge of the Tax Revenues securing the 2016 Bonds and the Series 2025 Bonds if certain conditions are met under the Indenture and the Dissolution Act. The Successor Agency will not be permitted to issue any obligations with a lien on Tax Revenues senior to the lien of the 2016 Bonds or the Series 2025 Bonds.
Tax Sharing Agreements and Statutory Tax Sharing. The Former Agency has entered into tax-sharing agreements with taxing entities and school districts with respect to the portions of the Project Area that were adopted prior to 1994 (collectively, the “Pass Through Agreements”). All of the Successor Agency’s Pass Through Agreements, with the exception of the Pass Through Agreements with respect to school districts, are senior to the payment of debt service on the Bonds. See “APPENDIX A – Report of Fiscal Consultant – Fiscal Agreements.” In addition, certain sub-areas of the Project Areas are subject to the tax sharing provisions of AB 1290. Under Section 33607.5 and Section 33607.7 of the Redevelopment Law (added by AB 1290), any territory added to a project area after 1994 is required to share in tax increment revenues generated by such territory or changing the limitation on the date by which an agency could incur indebtedness pursuant to a statutory formula. See “THE RANCHO REDEVELOPMENT PROJECT – Pass-Through Agreements” and “– Statutory Tax Sharing Payments” for a description of the Successor Agency’s obligation to make statutory tax sharing payments. See also and “APPENDIX A – Report of Fiscal Consultant – Fiscal Agreements.” Funds and Accounts
The Indenture establishes the following funds and accounts:
1. The Special Fund (the “Special Fund”) including the following accounts:
(a) The Interest Account;
(b) The Principal Account;
(c) The Reserve Account; and
(d) The Surplus Account.
16 2. The Redemption Fund (the “Redemption Fund”), in which moneys will be set aside sufficient in amount to redeem the Bonds designated for redemption in accordance with the Indenture;
3. The Rebate Account (the “Rebate Account”);
4. The Costs of Issuance Fund (the “Costs of Issuance Fund”).
A more detailed description of the Funds and Accounts is as follows:
The Successor Agency will pay or cause to be paid to the Trustee the Tax Revenues received from the RPTTF for debt service due in such six month period in accordance with the Dissolution Act. Tax Revenues at any time paid to the Trustee will be deposited by the Trustee into the Special Fund, will be held by the Trustee in trust for the benefit of the owners of the Bonds and will be disbursed, allocated, transferred and applied solely for the uses and purposes designated in the Indenture.
Special Fund. Tax Revenues will be deposited and accumulated in the Special Fund and will be used in the following priority; provided, however, that to the extent that deposits have been made in any of the accounts referred to below from the proceeds of the sale of the Bonds or otherwise, the deposits below need not be made:
Interest Account. At least one Business Day prior to each Interest Payment Date, the Trustee will transfer from the Special Fund and set aside in the Interest Account an amount which, when added to the amount contained in the Interest Account will be equal to the aggregate amount of the interest becoming due and payable on the outstanding Bonds on such Interest Payment Date. No deposit need be made into the Interest Account if the amount contained therein is at least equal to the interest to become due on the next succeeding Interest Payment Date upon all of the outstanding Bonds. The Trustee will also deposit in the Interest Account any other moneys received by it from the Successor Agency and designated in writing by the Successor Agency for deposit in the Interest Account. All moneys in the Interest Account will be used and withdrawn by the Trustee solely for the purpose of paying the interest on the Bonds as it will become due and payable (including accrued interest on any Bonds purchased or redeemed prior to maturity pursuant to the Indenture).
Principal Account. At least one Business Day prior to each Principal Payment Date, the Trustee will transfer from the Special Fund and set aside in the Principal Account an amount which, when added to the amount contained in the Principal Account will be equal to the principal becoming due and payable on the Bonds on such Principal Payment Date, whether by reason of scheduled maturity or mandatory sinking fund redemption. No deposit need be made into the Principal Account if the amount contained therein is at least equal to the principal to become due on such Principal Payment Date, whether by reason of scheduled maturity or mandatory sinking fund redemption. The Trustee will also deposit in the Principal Account any other moneys received by it from the Successor Agency and designated in writing by the Successor Agency for deposit in the Interest Account. All moneys in the Principal Account will be used and withdrawn by the Trustee solely for the purpose of paying the principal on the Bonds as it will become due and payable, whether by reason of scheduled maturity or mandatory sinking fund redemption.
Reserve Account. The Trustee will maintain separate subaccounts within the Reserve Account for each series of Bonds issued under the Indenture, including the Series 2025 Bonds. Moneys in one subaccount will secure the related series of Bonds and will not be available to pay debt service on any other series of Bonds. On each Interest Payment Date, the Trustee will withdraw from the Special Fund and deposit in the Reserve Account an amount of money that will be required to maintain in the Reserve Account an amount equal to the Reserve Requirement. No such deposit need be made to the Reserve Account so long as there will be on deposit therein an amount, or a letter of credit, surety bond, bond insurance policy or other form of guaranty from a financial institution, as described below, in a principal amount, at least equal to the Reserve Requirement. All money or letter of credit, surety bond, bond insurance policy or other form of guaranty from a financial institution, as described below, in the Reserve Account will be used and withdrawn or drawn upon, as the case may be, by the Trustee (provided that the Trustee shall use moneys in the subaccount of the Reserve Account relating to the applicable series of Bonds prior to making any demand on any surety bond held in the Reserve Account for such
17 series of Bonds) solely for the purpose of making transfers to the Interest Account and the Principal Account, in such order, in the event of any deficiency at any time in any of such accounts with respect to amounts due on the Bonds or for the retirement of all of the Bonds, except that so long as the Successor Agency is not in default under the Indenture, any amount in the Reserve Account in excess of an amount equal to the Reserve Requirement will be withdrawn from the Reserve Account by the Trustee on the Business Day preceding each Interest Payment Date and deposited in the Interest Account to be used to make payment on the Bonds. All amounts in the Reserve Account on the day preceding the final Principal Payment Date, except amounts represented by a letter of credit, surety bond, bond insurance policy or other form of guaranty from a financial institution, as described below, will be withdrawn from the Reserve Account and transferred to the Interest Account and the Principal Account, in such order, to the extent required to make the deposits then required to be made with respect to amounts due on the Bonds.
Within each sub-account, the Trustee is further required to first use moneys in such subaccount and then any surety bond held in the Reserve Account for such series of Bonds, in that priority, solely to make payments on the Bonds. All subsequent transfers of Tax Revenues to the subaccounts in the Reserve Account are to be made on a pro rata basis. All amounts deposited into the Reserve Account to restore the amount on deposit to the Reserve Requirement are to be first applied by the Trustee to the repayment of the provider of any letter of credit, surety bond, bond insurance policy or other guaranty if required to reinstate such letter of credit, surety bond, bond insurance policy or other guaranty to its full stated amount and then to the replenishment of any cash to be deposited therein.
The “Reserve Requirement” for the Series 2025 Bonds is defined in the Indenture to mean the least of (i) 10% of the original principal amount of the Series 2025 Bonds, (ii) Maximum Annual Debt Service with respect to the Series 2025 Bonds, or (iii) 125% of average Annual Debt Service on the Series 2025 Bonds; provided that the Successor Agency may meet all or a portion of the Reserve Requirement by depositing a Qualified Reserve Account Credit Instrument meeting the requirements of the Indenture. “Maximum Annual Debt Service” is defined in the Indenture to mean, as of the date of calculation, the largest amount of Annual Debt Service for the current or any future Bond Year on the Bonds.
If the Successor Agency at any time in the future has cash on deposit in a Reserve Account, the Successor Agency has the right at any time to request the release of funds by the Trustee from such Reserve Account, in whole or in part, by tendering the following to the Trustee a letter of credit, surety bond, bond insurance policy or other form of guaranty from a financial institution, the long term, unsecured obligations of which are rated at the time of issuance of such instrument by S&P or Moody’s is “A” (without regard to modifier) or higher, in an amount equal to the Reserve Requirement, or in an amount, which together with cash on deposit for such purpose, equals the Reserve Requirement, upon presentation to the Trustee of such letter of credit, surety bond, bond insurance policy or other form of guaranty from a financial institution, together with evidence, that such letter of credit, surety bond, bond insurance policy or other form of guaranty from a financial institution satisfies the rating requirement set forth above. The subaccount within the Reserve Account established for the Series 2025 Bonds is not available to pay debt service on any other series of Bonds.
Surplus. Except as may be otherwise provided in any Supplemental Indenture, the Successor Agency will not be obligated to transfer to the Trustee for deposit in the Special Fund in any Bond Year an amount of Tax Revenues, which together with other available amounts in the Special Fund, exceeds the amounts required in such Bond Year. In the event that for any reasons whatsoever any amounts will remain on the deposit in the Special Fund on any September 2 after making all of the transfers theretofore required to be made above and pursuant to any Supplemental Indenture, the Trustee will withdraw such amounts from the Special Fund and transfer such amounts to the Successor Agency, to be used for any lawful purposes of the Successor Agency.
Redemption Fund. The Redemption Fund will be held by the Trustee. On or before the Business Day preceding any date on which the Bonds are to be redeemed, the Successor Agency will deposit with the Trustee for deposit in the Redemption Fund an amount required to pay the principal of an premium, if any, on the Bonds to be redeemed. All moneys in the Redemption Fund shall be used and withdrawn by the Trustee solely for the
18 purpose of paying the principal of and premium, if any, on the Bonds to be redeemed on the date set for such redemption.
Rebate Account. Moneys will be deposited in the Rebate Account for the purpose of collecting the amounts required, if any, to be rebated to the United States in accordance with the requirements of Section 148 of the Tax Code (as defined herein). Section 148 of the Tax Code requires, among other things and with certain exceptions, that any amounts earned on nonpurpose investments in excess of the amount which would have been earned if such investments were made at a rate equal to the yield on the Bonds be rebated to the United States. [Municipal Bond Debt Service Reserve Insurance Policy.
Concurrently with the issuance of the Series 2025 Bonds, [INSURER] (“__”) will issue its Municipal Bond Debt Service Reserve Insurance Policy for the Series 2025 Bonds (the “Reserve Policy”). The Reserve Policy is being issued in the amount of the Reserve Requirement for the Series 2025 Bonds, as defined in this Official Statement.
The Reserve Policy is not covered by any insurance security or guaranty fund established under New York, California, Connecticut or Florida insurance law.
Further deterioration in the financial condition of the providers of the Reserve Policy or a failure to honor a draw by any provider under its Reserve Policy could occur. The Successor Agency is not required under the Indenture to replace a Reserve Policy with cash or a replacement instrument in the event the ratings of its provider decline or are withdrawn.
If circumstances should ever cause a Reserve Policy to be canceled or discharged, such cancellation or discharge could be determined to create a deficiency in the Reserve Requirement previously satisfied by such Reserve Policy. Under the Indenture, in the event that the amount on deposit in the Reserve Account is less than the Reserve Requirement, the Successor Agency is required to transfer to the Trustee an amount of available Tax Revenues sufficient to maintain the amount in the Reserve Account at the Reserve Requirement. Should the amount of Tax Revenues then available to maintain the Reserve Account at the applicable Reserve Requirement be insufficient for such purpose, such insufficiency would not result in an event of default under the Indenture, but the requirement of the Successor Agency to transfer available Tax Revenues to the Trustee would continue.] Issuance of Parity Bonds. The Successor Agency has covenanted not to issue any obligations payable from moneys deposited into the RPTTF on a senior basis to the Bonds. The Indenture provides that the Successor Agency may issue or incur Parity Bonds for the purpose of refinancing the Housing Obligations or the Bonds subject to the conditions summarized in part below. See APPENDIX D “Summary of Certain Provisions of the Legal Documents” – “The Indenture” – “Issuance of Parity Bonds” for a more complete description of the conditions precedent to the issuance or incurrence of Parity Bonds. (a) (i) The issuance of the proposed Parity Bonds will meet the requirements of Section 34177.5 of the Dissolution Act, and (ii) if the holder of any Parity Bonds is a commercial bank, savings bank, savings and loan association or other financial institution which is authorized by law to accept and hold deposits of money or issue certificates of deposit, and which purchases the Parity Bonds directly from the Successor Agency, such holder must agree to waive any common law or statutory right of setoff with respect to any deposits of the Successor Agency maintained with or held by such holder. (b) In the event the Successor Agency issues Parity Bonds pursuant to a Supplemental Indenture supplemental hereto, the Successor Agency may fund a subaccount of the Reserve Account according to such parity debt instrument.
(c) The Successor Agency shall deliver to the Trustee a certificate of the Successor Agency certifying that the conditions precedent to the issuance of such Parity Bonds set forth in clauses (a) and (b) above have been satisfied.
19 Issuance of Agency Subordinate Debt. The Indenture provides that the Successor Agency may issue or incur debt for any lawful purpose payable on a basis subordinate to the Bonds (“Subordinate Debt”) in such principal amount as shall be determined by the Successor Agency.
Events of Default
The following events constitute Events of Default under the Indenture:
1. if default shall be made in the due and punctual payment of the principal of or interest or redemption premium (if any) on any Bond when and as the same shall become due and payable, whether at maturity as therein expressed, by declaration or otherwise;
2. if default shall be made by the Successor Agency in the observance of any of the covenants, agreements or conditions on its part in the Indenture or in the Bonds contained, other than a default described in the preceding clause (a), and such default shall have continued for a period of sixty (60) days following the receipt by the Successor Agency of written notice from the Trustee or any Bondowner of the occurrence of such default; provided, however, that if in the reasonable opinion of the Successor Agency the failure stated in such notice can be corrected, but not within such sixty (60)-day period, the Trustee shall not unreasonably withhold its consent to an extension of such time if corrective action is instituted by the Successor Agency within such sixty (60)-day period and diligently pursued until such failure is corrected; or
3. if the Successor Agency shall file a petition or answer seeking reorganization or arrangement under the federal bankruptcy laws or any other applicable law of the United States of America, or if a court of competent jurisdiction shall approve a petition, filed with or without the consent of the Successor Agency, seeking reorganization under the federal bankruptcy laws or any other applicable law of the United States of America, or if, under the provisions of any other law for the relief or aid of debtors, any court of competent jurisdiction shall assume custody or control of the Successor Agency or of the whole or any substantial part of its property; or [4. the receipt of the Trustee of notice from the Insurer that an event of default has occurred under the Financial Guaranty Agreement pursuant to which the Insurer has delivered the Reserve Policy.] If an Event of Default has occurred and is continuing, the Trustee may [(but only with the consent of the Insurer)], and if requested in writing by the Owners of a majority in aggregate principal amount of the Bonds then Outstanding the Trustee shall [(but only with the consent of the Insurer)] (a) declare the principal of the Bonds, together with the accrued interest thereon, to be due and payable immediately, and upon any such declaration the same shall become immediately due and payable, anything in the Indenture or in the Bonds to the contrary notwithstanding, and (b) exercise any other remedies available to the Trustee and the Bondowners in law or at equity.
This provision, however, is subject to the condition that if, at any time after the principal of the Bonds shall have been so declared due and payable, and before any judgment or decree for the payment of the moneys due shall have been obtained or entered, the Successor Agency shall deposit with the Trustee a sum sufficient to pay all principal on the Bonds matured prior to such declaration and all matured installments of interest (if any) upon all the bonds, with interest on such overdue installments of principal and interest at the net effective rate then borne by the Outstanding Bonds, and the reasonable expenses of the Trustee, and any and all other defaults known to the Trustee (other than in the payment of principal of and interest on the Bonds due and payable solely by reason of such declaration) shall have been made good or cured to the satisfaction of the Trustee or provision deemed by the Trustee to be adequate shall have been made therefor, then, and in every such case, the Owners or at least a majority in aggregate principal amount of the Bonds then Outstanding, by written notice to the Successor Agency and to the Trustee, may, on behalf of the Owners of all of the Bonds, rescind and annul such declaration and its consequences. No such rescission and annulment, however, shall extend to or shall affect any subsequent default, or shall impair or exhaust any right or power consequent thereon.
20 [DEBT SERVICE RESERVE FUND RESERVE POLICY
Application has been made to the Insurer for a commitment to issue a surety bond (the “Debt Service Reserve Fund Surety Bond” or “Reserve Policy”). The Debt Service Reserve Fund Surety Bond provides that upon notice from the Trustee to Insurer to the effect that insufficient amounts are on deposit in the Special Fund to pay the principal of (at maturity or pursuant to mandatory redemption requirements) and interest on the Series 2025 Bonds, Insurer will promptly deposit with the Trustee an amount sufficient to pay the principal of and interest on the Series 2025 Bonds or the available amount of the Debt Service Reserve Fund Surety Bond, whichever is less.
The available amount of the Debt Service Reserve Fund Surety Bond is the initial face amount of the Debt Service Reserve Fund Surety Bond less the amount of any previous deposits by Insurer with the Trustee which have not been reimbursed by the Successor Agency. The Successor Agency and Insurer have entered into a Financial Guaranty Agreement dated as of the Closing Date. Pursuant to the Financial Guaranty Agreement, the Successor Agency is required to reimburse Insurer, with interest, within one year of any deposit, the amount of such deposit made by Insurer with the Trustee under the Debt Service Reserve Fund Surety Bond.]
21 THE SUCCESSOR AGENCY
The Successor Agency
As described below, the Successor Agency was established by the City Council of the City following the dissolution of the Former Agency pursuant to the Dissolution Act. Set forth below is a discussion of the history of the Former Agency and the Successor Agency, the governance and operations of the Successor Agency and its powers under the Redevelopment Law and the Dissolution Act, and the limitations thereon.
General
The Former Agency was established pursuant to the Redevelopment Law and Ordinance No. 145 of the City Council of the City (the “City Council”) adopted on May 20, 1981, activating the Former Agency. The Former Agency approved the proposed Redevelopment Plan pursuant to Resolution No. RA 81-14 on December 16, 1981. On December 23, 1981, the Council approved the Redevelopment Plan for the Rancho Redevelopment Project and established limits on bonded indebtedness and tax increment. The Redevelopment Plan was amended pursuant to Ordinance No. 316A adopted on August 13, 1987, Ordinance No. 537 adopted on November 16, 1994, Ordinance No. 657 adopted on June 20, 2001, Ordinance No. 674 adopted on January 16, 2002, and Ordinance No. 777 adopted on June 6, 2007. The purpose of the Redevelopment Plan was to eliminate existing conditions which cause a reduction or lack of proper utilization of land within the Project Area so that it would no longer constitute a serious physical, social or economic burden. Members of the City Council declared themselves to be members of the Former Agency.
AB 1X 26. As a result of AB 1X 26 and the decision of the California Supreme Court in the California Redevelopment Association case, as of February 1, 2012, all redevelopment agencies in the State were dissolved, including the Former Agency, and successor agencies were designated as successor entities to the former redevelopment agencies to expeditiously wind down the affairs of the former redevelopment agencies and also to satisfy “enforceable obligations” of the former redevelopment agencies.
Pursuant to Resolution No. 12-001 (the “Establishing Resolution”) adopted by the City Council on January 11, 2012, and Sections 34171(j) and 34173 of the Dissolution Act, the City Council elected to become the Successor Agency. On June 27, 2012, AB 1X 26 was amended by AB 1484, which clarified that successor agencies are separate political entities and that the successor agency succeeds to the organizational status of the former redevelopment agency but without any legal authority to participate in redevelopment activities except to complete the work related to an approved enforceable obligation. The Dissolution Act expressly clarifies that the City and the Successor Agency are separate public entities. None of the liabilities of the Former Agency are transferred to the City by virtue of the City’s election to serve as the Successor Agency.
The present members of the City Council are as follows:
L. Dennis Michael, Mayor, term expires December 2026
Lynne B. Kennedy, Mayor Pro Tem, term expires December 2024 Ryan A. Hutchison, Council Member, term expires December 2026 Kristine D. Scott, Council Member, term expires December 2026 Ashley N. Stickler, Council Member, term expires December 2026 The Successor Agency has one project area: The Rancho Redevelopment Project (see “THE RANCHO REDEVELOPMENT PROJECT”).
As discussed below, many actions of the Successor Agency are subject to approval by an “oversight board” and the review or approval by the California Department of Finance, including the issuance of bonds such as the Series 2025 Bonds.
22 Oversight Board
The Oversight Board is governed by a seven-member governing board, with one member appointed by the County Board of Supervisors, one member appointed from the public by the County Board of Supervisors, one member from the largest employee organization, one member appointed by the Independent Special District Committee, one member appointed by California Community Colleges, one member appointed by the City Selection Committee, and one member appointed by the County Office of Education.
The Oversight Board has fiduciary responsibility to the holders of enforceable obligations and the taxing entities that benefit from the distributions of property tax and other revenue. The Oversight Board will oversee the “winding down” process of the Former Agency and meets on an as-needed basis throughout the year. For example, the establishment of each ROPS must be first approved by the Oversight Board. The issuance of bonds, such as the Series 2025 Bonds, is subject to the approval of the Oversight Board. All actions of the Oversight Board are subject to review by the State Department of Finance. Certain Successor Agency matters are also subject to review by the County Auditor-Controller and the State Controller.
Financial Statements
The Successor Agency does not maintain separate audited financial statements, but is a separate component of the City for financial reporting. The City’s audited financial statements for the fiscal year ended June 30, 2023, are included as Appendix A to this Official Statement. The City has not requested nor did the City obtain permission from the Auditor to include the audited financial statement as an appendix to this Official Statement. Accordingly, the auditor has not performed any post audit review of the financial conditions and operations of the City.
The inclusion of Successor Agency’s financial transactions in the City’s Annual Comprehensive Financial Report for fiscal year ended June 30, 2023 is solely for convenience. As previously discussed in this Official Statement, the Dissolution expressly clarifies that the Successor Agency is a separate legal entity from the City.
The assets and liabilities of the Successor Agency are not assets and liabilities of the City. As of the date of this Official Statement, the City plans to include the financial transactions of the Successor Agency as part of the City’s audited financial statements for fiscal year 2024-25 and subsequent years.
23 THE RANCHO REDEVELOPMENT PROJECT
General
The Project Area encompasses an irregularly bounded area of approximately 8,500 acres or approximately 36% of the total acreage of the City. The northern portion of the Project Area contains two planned communities of approximately 3,196 acres. The southern portion contains a portion of the Industrial Specific Plan of approximately 4,155 acres. The remaining area within the Project Area includes parcels which follow the major east/west arterial of Foothill Boulevard. Land use within this area is largely devoted to commercial and office uses with scattered sites of vacant land.
The following Table 1 shows the eleven largest property owners within the Project Area. See also “BONDOWNERS’ RISKS – Concentration of Property Ownership.” TABLE 1
SUCCESSOR AGENCY TO THE
RANCHO CUCAMONGA REDEVELOPMENT AGENCY
Rancho Redevelopment Project Area
Largest Property Owners by Assessed Value
(Fiscal Year 2024-25)
Property Owner Property Uses Combined Value
Percent of
Total Value
% of
Incremental
Value
1. Bridge Point Rancho Cucamonga LLC Distribution/Industrial Buildings $501,694,706 2.92% 2.97%
2. Rancho Mall LLC (1)(2) Regional Retail Shopping Center 359,216,679 2.09 2.13
3. BTC III Arrow Route CC LP (1)(2) Distribution/Industrial Buildings 320,110,272 1.86 1.89
4. Homecoming at Terra Vista LLC (2)(4) Apartment Homes 306,722,176 1.78 1.82
5. Solamonte Owner LLC (1)(2) Solamonte Apartments 236,034,241 1.37 1.40
6. GSIC II Cucamonga Owner LP (1)(2) Avana Rancho Cucamonga Apartments 225,338,873 1.31 1.33
7. Homecoming I at the Resort (1)(2)(4) Homecoming at the Resort Apartments 212,003,021 1.23 1.25
8. Frito Lay Inc (1)(2) Snack Food Manufacturing & Distribution 205,272,809 1.19 1.22
9. Nong Shim Holdings USA Inc. (2) Distribution/Industrial Buildings 175,507,109 1.02 1.04
10. Schlosser Forge Company (1)(2) Industrial Manufacturing 168,313,975 0.98 1.00
11. Ironwood North GW LLC (1)(3) Ironwood North Apartments 167,596,283 0.97 0.99 Top Property Owner Total Value $2,877,810,144
Project Area Assessed Value $17,191,767,882 16.74%
Project Area Incremental Value $16,892,849,871 17.04%
_________________________________
(1) These taxpayers have pending assessment appeals on parcels owned. (2) Combined Values include unsecured values; see Appendix A – “Fiscal Consultant Report.” (3) This eleventh largest taxpayer has been included because the Successor Agency believes two of the top ten largest property owners are related entities.
(4) The Successor Agency believes these to be related entities.
Source: San Bernardino County Assessor, Secured Roll; HdL Coren & Cone.
24 PROJECT AREA MAP
25 Senior Pass-Through Agreements
Under redevelopment law existing at the time of a redevelopment agency’s plan adoption, taxing jurisdictions that would experience a fiscal burden due to the existence of the redevelopment plan could enter into fiscal agreements with redevelopment agencies to alleviate that burden. Such agreements, known as Section 33401 fiscal or pass-through agreements, generally provide for redevelopment agencies to pay to a taxing entity some or all of that entity’s share of the tax increment received by the agency. Taxing entities could separately receive their share of the growth in valuation due to inflation, known as Section 33676 or the 2% payments.
The Former Agency has entered into cooperative agreements with taxing agencies affected by the Redevelopment Project. Such agreements (the “Pass-Through Agreements”) are described below:
Inland Empire Utilities Agency. The Inland Empire Utilities Agency was formerly known as the Chino Basin Municipal Water District. Pursuant to the terms of this agreement, the Inland Empire Utilities Agency receives its full share (4.40%) of general levy tax increment revenue allocated from the Project Area.
San Bernardino County Flood Control District. Pursuant to the terms of this agreement, the Flood Control District receives its full share (2.76%) of general levy tax increment revenue allocated from the Project Area.
Rancho Cucamonga Fire Protection District. The Fire Protection District receives its full share (12.32%) of general levy tax increment revenue allocated from the Project Area. The Rancho Cucamonga Fire Protection District is the successor to the Foothill Fire Protection District. The agreement with the Foothill Fire Protection District required that the District’s share of tax increment revenue from within the Project Area would be used to pay for the capital costs of constructing Fire Station No. 4. After paying off these construction costs, the Foothill Fire Protection District’s share of tax increment revenue would be retained by the former redevelopment agency to be used for funding of the operation and maintenance costs of Station No. 4 and to finance acquisition, construction or maintenance of fire facilities of benefit to the Project Area.
Rancho Cucamonga Library. The Rancho Cucamonga Library receives payments that are 1.40% of general levy tax increment revenue allocated from the Project Area. The tax sharing agreement for library services was originally made between the former redevelopment agency and the County Library System. After the City of Rancho Cucamonga began providing library services to the residents, the Rancho Cucamonga Library became the successor to the tax sharing that had previously gone to the County Library system.
San Bernardino County General Fund. Under the agreement with San Bernardino County, the County General Fund receives the County’s General Fund’s share (14.64%) of the general levy revenue attributable to inflation growth on the Project Area base year real property value. This amount is referred to as the Tax Base in the agreement. In addition to the Tax Base payment, beginning in Fiscal Year 1996-97, the County began to receive an amount described as a “mitigation” payment that is calculated by multiplying the population growth above the number of persons living within the Project at the time of adoption times a County-wide per capita service cost figure. As of Fiscal Year 2023-24, the applicable population factor is 65,040 and the applicable per capita service cost is $140.24. The figures for Fiscal Year 2022-23 are used to compute the amount of the mitigation payment for Fiscal Year 2023-24. The projections for Fiscal Year 2024-25 and subsequent years are based on estimated annual population growth of 2.5% per year and estimated annual service cost increases of
3.5% per year. The mitigation payments made to the County will increase over time but may never exceed the County General Fund’s total share of Project Area incremental revenue. Because of the projected annual increase in Project Area population and increases in the County’s per capita cost for provision of services, the payments made to the County General Fund will continue to increase despite the annual limit on receipt of tax increment revenue being reached (see “-No Plan Limitations” below). The combination of the Tax Base payment and the mitigation payment may not exceed the County General Fund’s full share of the annual tax increment allocated to the Successor Agency.
26 Subordinate Pass-Through Agreements
School District Payments. The Former Agency entered into a settlement agreement with the Chaffey Union High School District (“CUHSD”), the Central Elementary School District (“CESD”), the Cucamonga Elementary School District (“CuESD”) and the Etiwanda Elementary School District (“EESD”). Under the terms of this agreement, the school districts receive a prescribed share of a revenue amount derived by a formula contained in the agreement.
CUHSD receives a portion of an amount derived by calculating 17% of the general levy tax increment revenue allocated from within the Project Area and then subtracting an amount that is 17% of the $10.6 million in tax revenue received by the CUHSD from within the boundaries of the Project Area in Fiscal Year 1987-88.
The CUHSD receives 11.5% of this derived amount.
CESD receives a portion of an amount derived by calculating 17% of the revenue general levy tax increment revenue allocated from within the Project Area and then subtracting an amount that is 17% of the $2.4 million in tax revenue received by CESD from within the boundaries of the Project Area in Fiscal Year 1987-88.
CESD receives 23% of this amount. In addition, CESD receives its proportionate share of an amount that is 11.5% of CUHSD’s tax sharing payment. CESD produces 16.09% of all Project Area tax revenue and, therefore, receives this percentage of the amount divided among the elementary school districts that is 11.5% of CUHSD’s payment.
CESD’s share of this amount will vary somewhat over time based on growth within the Project Area but for purposes of this report, the percentage has been assumed to remain constant.
CuESD receives a portion of an amount derived by calculating 17% of the revenue general levy tax increment revenue allocated from within the Project Area and then subtracting an amount that is 17% of the $6.1 million in tax revenue received by the CuESD from within the boundaries of the Project Area in Fiscal Year 1987-
88. The CuESD receives 23% of this amount. In addition, the District receives its proportionate share of an amount that is 11.5% of an amount equivalent to the Chaffey Union High School District’s tax sharing payment.
The Cucamonga Elementary School District produces 43.77% of all Project Area tax revenue and, therefore, receives this percentage of the amount divided among the elementary school districts that is 11.5% of Chaffey Union High School District payment. The Cucamonga Elementary School District’s share of this amount will vary somewhat over time based on growth within the Project Area but for purposes of this report, the percentage has been assumed to remain constant.
EESD receives a portion of an amount derived by calculating 17% of the revenue general levy tax increment revenue allocated from within the Project Area and then subtracting an amount that is 17% of the $1.7 million in tax revenue received by EESD from within the boundaries of the Project Area in Fiscal Year 1987-88.
EESD receives 11.5% of this amount. In addition, the District receives its proportionate share of an amount that is 11.5% of an amount equivalent to the CUHSD’s tax sharing payment. EESD produces 36.09% of all Project Area tax revenue and, therefore, receives this percentage of the amount divided among the elementary school districts that is 11.5% of CUHSD payment. The Etiwanda Elementary School District’s share of this amount will vary somewhat over time based on growth within the Project Area but for purposes of this report, the percentage has been assumed to remain constant.
Statutory Tax Sharing Payments
Prior to dissolution, the Redevelopment Plan was amended to extend the limitation on the issuance of new indebtedness to be repaid with tax increment revenue. As a result, the Project Area is subject to the payment of Statutory Tax Sharing Amounts. Those taxing entities that have entered into Pass-through Agreements continue to receive tax sharing payments in accordance with the terms of those agreements. The taxing entities without tax sharing agreements receive their proportionate share of the statutory payments described below.
The payments to those taxing entities that do not have tax sharing agreements in place are made in accordance with the three-tiered formula for statutory tax sharing payments outlined in Section 33607.7 of the Redevelopment Law. These taxing entities receive their proportional shares of a tax sharing amount that is defined
27 as being 25% of the revenue derived from the difference in assessed value in the current year and the assessed value in the adjusted base year and net of the 20% housing set-aside requirement. The adjusted base year value is, for purposes of the calculations in the Project Area, the Project Area taxable value for Fiscal Year 2004-05.
In Fiscal Year 2015-16, the eleventh year after initiation of the statutory tax sharing payments, a second tier of tax sharing payments was initiated using the assessed values of Fiscal Year 2014-15, year ten, as an adjusted base year value. These taxing entities then began to receive their prorated shares of a tax sharing amount that is defined as being 21% of the revenue derived from the difference in assessed value in the current year and the assessed value in the second adjusted base year and net of the 20% housing set-aside requirement. A third tier statutory tax sharing payment is provided for in the Redevelopment Law but is not initiated until the 31st year after the initiation of the tax sharing payments. Payments required pursuant to this third tier of statutory tax sharing will not be initiated prior to expiration of the Project Area’s ability to repay indebtedness.
Under the Redevelopment Law, the City is considered a taxing entity and may elect to receive its share of the required tier 1 payments. The City may not, however, receive any share of the tier 2 and tier 3 payments.
The City has elected to receive its share of all tier 1 payment amounts.
As previously mentioned, on September 22, 2015, the Governor signed SB 107. This legislation implemented a number of revisions to the California Health and Safety Code, including an amendment to Section 34189 that impacts the time and tax increment limits of former redevelopment project areas. The legislation eliminated the effectiveness of both annual and cumulative tax increment limits and time limits on repayment of indebtedness for all enforceable obligations (as defined under Health and Safety Code Sections 34171(d)(1) and 34191.4), except in cases where contractual agreements that contain specific terms to terminate payment based on a project area reaching its tax increment and/or time limits. The Auditor-Controller has informed the Fiscal Consultant that, in light of the amended Section 34189, the Auditor-Controller will not limit the amount of tax increment revenue deposited into the RPTTF due to the time limits or due to the annual tax increment limit contained in the Redevelopment Plan. Pursuant to SB 107, Tax Revenues will continue to be allocated from the Project Area until such time as all authorized enforceable obligations, including the Bonds, have been repaid.
The Successor Agency has not taken any action to subordinate statutory pass-through payments to debt service on the 2016 Bonds or the Series 2025 Bonds and therefore, the payment of debt service on the 2016 Bonds and Series 2025 Bonds is subordinate to the payment of statutory pass-through payments.
Successor Agency Indebtedness
In addition to the Series 2025 Bonds, the Successor Agency currently has the following outstanding indebtedness (see “APPENDIX C - City of Rancho Cucamonga - Audited Financial Statements for Fiscal Year Ending June 30, 2024” hereto for additional information relating to the payment of indebtedness of the Successor Agency).
28 Table 2 below provides a description of outstanding indebtedness of the Successor Agency, other than the Series 2025 Bonds, as of October 1, 2024 as follows:
TABLE 2
SUCCESSOR AGENCY TO THE
RANCHO CUCAMONGA REDEVELOPMENT AGENCY
Rancho Redevelopment Project
Summary of Outstanding Debt
(As of October 1, 2024)
___________
(1) These obligations are defined as “Housing Obligations” herein and in the Indenture. (2) To be refunded with proceeds of the Series 2025 Bonds.
Assessed Valuation
Assessed values within the Project Area have followed a pattern of strong growth from 2020-21 through 2024-25. The average growth in incremental value for this period was approximately 7.12% per year. Growth in taxable values in the Project Area from Fiscal Year 2020-21 to 2024-25 was approximately $4.279 billion (33.9%).
The base year value is 17.6% of the total taxable value in the Project Area for Fiscal Year 2024-25. Table 3 sets forth Project Area assessed valuation for the past five fiscal years.
Balance as of
October 1, 2024
Final Fiscal
Year of
Payment
Bonds:
2007B Housing Bonds(1) $ 42,495,000 2031-32
2014 Bonds(2) 96,590,000 2032-33
2016 Bonds 42,265,000 2034-35
Developer Loans/Participation:
Pac-Life Loan Agreement(1) $ 1,915,335 2025-26
Housing Pledge Agreements(1) 848,000 2026-27
Total Obligations $1874,113,335
29 TABLE 3
SUCCESSOR AGENCY TO THE
RANCHO CUCAMONGA REDEVELOPMENT AGENCY
Rancho Redevelopment Project Area
Historical Assessed Values
(Fiscal Years 2020-21 through 2024-25)
Secured(1) 2020-21 2021-22 2022-23 2023-24 2024-25
Land $3,498,888,517 $3,756,170,842 $4,325,783,077 $4,579,398,658 $4,810,228,666 Improvements 8,559,086,058 9,159,225,104 10,092,987,509 10,640,239,628 11,385,857,458 Personal Property 34,006,721 33,414,353 32,850,402 32,509,729 36,100,127 Exemptions (216,010,342) (215,297,239) (223,021,376) (268,787,200) (274,771,225) Total Secured $11,875,970,954 $12,733,513,060 $14,228,599,612 $14,983,360,815 $15,957,415,026 Unsecured
Improvements $627,864,653 $577,906,867 $624,044,020 $690,573,186 $722,439,737 Personal Property 414,095,341 422,785,695 418,894,168 509,609,832 518,423,898 Exemptions (5,474,211) (5,472,254) (5,363,091) (7,953,350) (6,510,779) Total Unsecured $1,036,485,783 $995,220,308 $1,037,575,097 $1,192,229,668 $1,234,352,856 GRAND TOTAL $12,912,456,737 $13,728,733,368 $15,266,174,709 $16,175,590,483 $17,191,767,882 Base Year Value: $298,918,011 $298,918,011 $298,918,011 $298,918,011 $298,918,011 Incremental Value: $12,613,538,726 $13,429,815,357 $14,967,256,698 $15,876,672,472 $16,892,849,871 % Change: 5.19% 6.47% 11.45% 6.08% 6.40%
__________________
(1) Secured values include state assessed non-unitary utility property.
Source: San Bernardino County; HdL Coren & Cone.
Property Taxes and Inflation Rates
The taxable values of property are established each year on the January 1 property tax lien date. Real property values reflect the reported assessed values for secured and unsecured land and improvements. The base year value of a parcel is the value established as the full market value upon a parcel’s sale, improvement or other reassessment. Article XIIIA of the California Constitution (Proposition 13) provides that a parcel’s base year value is established when locally assessed real property undergoes a change in ownership or when new construction occurs. Following the year a parcel’s base year value is first enrolled, the parcel’s value is factored annually for inflation. The term base year value does not, in this instance, refer to the base year value of the Project Area. Pursuant to Article XIIIA, Section 2(b) of the State Constitution and California Revenue and Taxation Code Section 51, the percentage increase in the parcel’s value cannot exceed 2% of the prior year's value.
Secured property includes property on which any property tax levied by a county becomes a lien on that property. Unsecured property typically includes value for tenant improvements, fixtures, inventory and personal property. A tax levied on unsecured property does not become a lien against the taxed unsecured property, but may become a lien on certain other secured property owned by the taxpayer. The taxes levied on unsecured property are levied at the previous year's secured property tax rate. Utility property assessed by the State Board of Equalization (the “Board”) may be revalued annually and such assessments are not subject to the inflation limitations established by Proposition 13. The taxable value of Personal Property is also established on the lien dates and is not subject to the annual 2% limit of locally assessed real property.
Each year the Board announces the applicable adjustment factor. Since the adoption of Proposition 13, inflation has, in most years, exceeded 2% and the announced factor has reflected the 2% cap. Through 2023-24 there were three occasions when the inflation factor has been less than 2%. The changes in the California Consumer Price Index (CCPI) from October of one year and October of the next year are used to determine the adjustment factor for the January assessment date. The table below reflects the inflation adjustment factors for the current fiscal year, nine prior fiscal years and the estimated adjustment factor for the next fiscal year.
30 Historical Inflation Adjustment Factors
Fiscal Year Inflation Adj. Factor
2015-16 1.998%
2016-17 1.525
2017-18 2.000
2018-19 2.000
2019-20 2.000
2020-21 2.000
2021-22 1.040
2022-23 2.000
2023-24 2.000
2024-25 2.000
2025-26 2.000(1)
_________________
(1) Anticipated; the State Board of Equalization will determine in December 2024.
Source: State of California Board of Equalization.
Supplemental Assessment Revenues
Chapter 498 of the Statutes of 1983 provides for the reassessment of property upon a change of ownership or completion of new construction. Such reassessment is referred to as the Supplemental Assessment and is determined by applying the current year’s tax rate to the amount of the increase or decrease in a property's value and prorating the resulting property taxes to reflect the portion of the tax year remaining as determined by the date of the change in ownership or completion of new construction. Supplemental Assessments become a lien against real property.
Since 1984-85, revenues derived from Supplemental Assessments have been allocated to redevelopment agencies and taxing entities in the same manner as regularly collected property taxes. The receipt of Supplemental Assessment Revenues by taxing entities typically follows the change of ownership by a year or more. The Successor Agency has not included revenues resulting from Supplemental Assessments in its projections of Tax Revenues in this Official Statement.
Assessed Value Reduction – Proposition 8
Project Area taxable value reached its peak in Fiscal Year 2009-10 prior to experiencing reductions in value during the economic downturn known as the Great Recession. Values in the City rebounded beginning in Fiscal Year 2012-13 and have risen in each year since then. For Fiscal Year 2024-25, there are 23 residential properties that have been reduced in value pursuant to Proposition 8 (“Prop 8”). Proposition 8 amended the Revenue and Taxable Code to allow for reduction of a property’s taxable value when the property’s market value drops below the inflation adjusted base value for that property. Once reduced, the Assessor is required to revalue the property each year and enroll the lesser of the current market value of the property or its original inflation adjusted base value. If a property that has been reduced in value under Prop 8 is sold, its value is reset based upon the sales price and this new value is no longer subject to annual revaluation under Prop 8.
The 23 residential properties in the Project Area that have been reduced in value under Prop 8 and remain in the Prop 8 pool are enrolled at values that are a combined $2.75 million below the inflation adjusted base value for these properties. For Fiscal Year 2024-25, there were 24 properties that had been in the Prop 8 pool for Fiscal Year 2023-24 that were removed from the pool due to the sale of the property or their value having once again achieved the adjusted base values. The value recovered on these parcels was $1.59 million. The median sales price for residential property is a key data point for the Assessor in determining the amount of value to be recovered for parcels in the Prop 8 pool. Residential property sales for 2023 in Rancho Cucamonga reflected a decline in median sales price of -2.29% relative to the median sales price for 2022. Sales through July 2024 reflect an increase in the median sales price of 4.84% relative to the median sales price for 2023. The value reductions