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REPRESENTATIVE PROJECT EXPERIENCE Fiscal & Financial Services · Economic Analysis · Real Estate Market Research ANNEXATIONS and INCORPORATIONS Arrowhead Springs Specific Plan, Annexation Agreement Fiscal Analysis, City of San Bernardino On a project team with The Planning Center, we prepared a fiscal analysis and Plan for Service for the Arrowhead Spring Specific Plan Annexation agreement. The Plan for Service identified the proposed public facility improvements and services related to roads, fire and emergency medical services, police, libraries, water, wastewater, storm drainage, parks and open space, public utilities, schools and solid waste management. The Plan showed how public facilities and infrastructure improvements would be implemented and the responsible service providers.
Beaumont Fiscal Analysis, Sunny Cal Specific Plan Annexation City of Beaumont We prepared a fiscal impact analysis for the annexation of the Sunny Cal Specific Plan into the City of Beaumont. The project was located within the unincorporated County of Riverside between the cities of Beaumont and Calimesa. The proposed development consisted of about 914 residential units on 227 acres. We prepared a fiscal analysis upon annexation to the City of Beaumont and a Post-Annexation fiscal analysis for the County of Riverside. Brea Fiscal Analysis, Tonner Hills Annexation City of Brea We prepared a fiscal analysis for the Tonner Hills project upon annexation into the City of Brea. The planned community was adjacent to the northeast boundary of the City of Brea on about 790 acres. We estimated the recurring fiscal impacts and included an examination of the local market information to assist in estimating the likely capture of future retail sales from the new residents.
Coachella Lomas Del Sol Annexation Fiscal Analysis and Plan of Service City of Coachella We prepared a fiscal impact analysis upon annexation of the Lomas Del Sol project into the City of Coachella. The proposed project is a 588-acre property to include up to 7,000 units with 70 acres of commercial, a possible hotel and two golf courses. We also prepared a Plan of Service for the project which identified public infrastructure and public service requirements for the area upon annexation into the City of Coachella.
Corona Temescal Canyon Annexation City of Corona We prepared a comparative fiscal analysis of the potential annexation of the Temescal Valley area into the City of Corona under: 1) existing development conditions; and 2) the City’s General Plan at build-out. The study was based on the Corona General Plan fiscal model and estimated existing conditions for the Temescal Valley.
Desert Hot Springs Fiscal Analysis of the Mountain View Country Estates City of Desert Hot Springs We prepared a fiscal evaluation of the proposed annexation of the Mountain View Country Estates residential project into Desert Hot Springs. The analysis evaluated the fiscal impacts on both the City and the County of Riverside. The project was subsequently annexed into the City of Desert Hot Springs.
Hesperia, Rancho Las Flores Fiscal Analysis Update City of Hesperia We prepared a fiscal analysis of the proposed Rancho Las Flores planned community upon annexation to the City of Hesperia. The study projected the fiscal benefits to the City from the proposed development. This 9,865 acre development included a mix of housing units, retail, recreational and business park land uses.
Newport Beach Newport Coast Annexation We prepared a fiscal analysis of the proposed annexation of the Newport Coast into the City of Newport Beach. Phasing of future land uses and the level of public services were key components in projecting ongoing revenues and costs to the City. The area has subsequently been annexed to the City.
Orange County Fiscal Guidelines for Future Annexations and Incorporations For the County of Orange, we developed fiscal guidelines for analyzing future annexations and incorporations within unincorporated Orange County. The purpose was to estimate the fiscal effects on the General Fund and other selected County funds. We then applied the fiscal guidelines to several designated areas, including Laguna Woods and selected County islands.
Rancho Cucamonga Fiscal Analyses of Annexations City of Rancho Cucamonga For the City of Rancho Cucamonga, we prepared fiscal studies for proposed projects in support of LAFCO annexation applications. Projects included Rancho Etiwanda Estates, Henderson Creek Estates, Tentative Track #14749, Richland Communities, Northeast Sphere and Etiwanda Creek. For these studies, we presented the recurring revenues and costs of the proposed projects to the City of Rancho Cucamonga upon assumed annexation.
Rialto Lytle Creek Annexation Fiscal Analysis and Plan for Service City of Rialto For the City of Rialto, we prepared a fiscal study for the proposed annexation of the 1,500 acre Lytle Creek master planned community into the City of Rialto. We identified the major sources of public revenues and costs and projected the annual fiscal balance and revenue/cost ratios for the proposed land use plan. We also managed subconsultants that assessed the Specific Plan’s retail program and the competitive housing supply within the Lytle Creek Area.
San Clemente Talega Development Annexation City of San Clemente We prepared a fiscal analysis for the annexation of the Talega Valley project adjacent to the City of San Clemente. We evaluated the City’s existing fiscal model and developed a separate fiscal analysis for Talega Associates, LLC, the project developer. We also analyzed the effect of potential County Property Tax Transfer assumptions between the City and the County upon future annexation.
Rancho Santa Margarita Incorporation Analysis City of Rancho Santa Margarita For the Robinson Ranch and Trabuco Highlands Homeowners Associations, we reviewed the fiscal impacts of the incorporation of Rancho Santa Margarita and Rancho Trabuco plus five alternative boundary configurations. The analysis included the fiscal benefits of expanding the initial incorporation boundaries to include these communities. Recommendations by LAFCO have included boundary adjustments to include these communities and voter approval followed in fall 1999. Santa Paula Fiscal Analysis for the East Area 1 Project City of Santa Paula For Parkstone Communities, we prepared a fiscal analysis for the proposed annexation of the East Area 1 project into the City of Santa Paula. The 500-acre project is adjacent to the City of Santa Paula within the sphere of influence area bordering the eastern section of the City at the Santa Paula Creek edge. The project was subsequently approved by the City Council and then by a citywide referendum.
Simi Valley Fiscal Analysis of Runkle Canyon Specific Plan City of Simi Valley For Green Park Ranch, LLC, we prepared a fiscal analysis of the proposed annexation of the Runkle Canyon Specific Plan residential development to the City of Simi Valley. The proposed 550-lot development is a mix of housing, open space and a golf course land uses. We analyzed the major sources of revenues and costs the project would generate upon annexation. Stanley R. Hoffman Associates Fiscal & Financial
Services · Annexations & Incorporations |
