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HomeMy WebLinkAbout2016-11-22 - AGENDA REPORTS - ANNEX PARCELS SMD NO 1 L-96 (2)Agenda Item: 15 CITY OF SANTA CLARITA Q) AGENDA REPORT PUBLIC HEARINGS i, CITY MANAGER APPROVAL: fAl DATE: November 22, 2016 SUBJECT: ANNEXATION OF PARCELS INTO STREETLIGHT MAINTENANCE DISTRICT NO. 1 (ANNEXATION NO. L-96) DEPARTMENT: Neighborhood Services PRESENTER: Kevin Tonoian City Council to conduct a public hearing, and open and review the ballots. If no majority protest exists, adopt a resolution ordering said annexation, and authorize the annual levy and collection of assessments within the District. If a majority protest exists, no action will be required. BACKGROUND Streetlight Maintenance District (SMD) No. 1 was established to collect funds to cover the expenses for energy and maintenance of City of Santa Clarita (City) streetlights. Southern California Edison bills the City for the costs of approximately 17,843 streetlights in the City. The six parcels in Annexation No. L-96 include approximately 13.13 acres, consisting of three non-residential developments that include one proposed hotel and restaurant development (3.749 acres), a retail shopping center (7.033 acres), and one church property (2.348 acres). The parcels are generally located in the vicinity of McBean Parkway and Valencia Boulevard, Orchard Village Road and Lyons Avenue, and Tournament Road and Golfview Drive (detailed project locations attached). As a condition of development, these properties are required to annex into SMD No. 1 in order to pay their fair share toward installation and ongoing maintenance cost of streetlight facilities. All parcels identified in this annexation receive benefits from SMD services. All three property owners, whom comprise ownership of the six parcels, were mailed assessment ballots on or before October 7, 2016. At the close of tonight's public hearing, the ballots for L- 96 will be tabulated. Barring a majority protest, it is recommended the City Council give final approval of this annexation. Page 1 Packet Pg. 88 The annual levy of assessments, for the listed parcels, funds anticipated maintenance costs associated with SMD No. 1. The maximum annual assessment is adjusted annually according to the change in the Los Angeles, Riverside, and Orange County areas' Consumer Price Index (CPI), as determined by the United States Department of Labor, Bureau of Labor Statistics. The City Council, in any given year, may elect to levy an assessment amount that is less than the maximum; however, they cannot levy an assessment which exceeds the maximum annual rate allowable by state law. ALTERNATIVE ACTION 1. Do not annex the parcels into Streetlight Maintenance District No. 1. 2. Other direction as determined by City Council. FISCAL IMPACT There is no fiscal impact to the General Fund by this action. ATTACHMENTS Streetlight Maintenance District Public Hearing Notice Resolution Project Locations Engineers Report (available in the City Clerk's Reading File) 0 Page 2 Packet Pg. 89 CITY OF SANTA CLARITA NOTICE OF PUBLIC HEARING NOTICE IS HEREBY GIVEN: A Public Hearing will be held before the City Council of the City of Santa Clarita in the City Hall Council Chambers, 23920 Valencia Boulevard, first floor, Santa Clarita, California, on the 22nd day of November 2016, at or after 6:00 p.m., to consider annexation of six parcels into City Streetlight Maintenance District No. 1, as described in the Assessment Engineer's Report and pursuant to the Landscaping and Lighting Act of 1972, being a division of the Streets and Highways Code of the State of California. Proponents, opponents, and any interested persons may appear and be heard on this matter at that time. Further information may be obtained by contacting the Neighborhood Services Department, 23920 Valencia Boulevard, Suite 260, Santa Clarita, CA 91355; (661) 290-2202, Darin Seegmiller, Landscape Maintenance Administrator. If you wish to challenge this action in court, you may be limited to raising only those issues you or someone else raised at the public hearing described in this notice, or in written correspondence delivered to the City Council, at, or prior to, the public hearing. Dated: September 19, 2016 Mary Cusick City Clerk Publish Date: September 22, 2016 15.a Packet Pg. 90 15.b RESOLUTION NO. 16- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA CLARITA, CALIFORNIA, DECLARING THE RESULTS OF THE ASSESSMENT BALLOT TABULATION FOR ANNEXATION L-96, ANNEXING SPECIFIED PARCELS INTO THE CITY OF SANTA CLARITA STREETLIGHT MAINTENANCE DISTRICT NO. 1, ORDERING MAINTENANCE WORK THEREIN, CONFIRMING THE DIAGRAMS AND ASSESSMENTS, AND PROVIDING FOR THE LEVY AND COLLECTION OF THE ANNUAL ASSESSMENTS THEREIN WHEREAS, the City Council of the City of Santa Clarita, California, has initiated proceedings for the annexation of specified parcels designated as Annexation L-96 (Annexation Territory) into the City of Santa Clarita Streetlight Maintenance District No. 1, (District) and levy of annual assessments related thereto, pursuant to the terms of the "Landscaping and Lighting Act of 1972," being Division 15, Part 2 of the Streets and Highways Code of the State of California (1972 Act), Article XIIID of the Constitution of the State of California (Article XIIID) and Proposition 218 Omnibus Implementation Act (Government Code Section 53750 and following) (Implementation Act). The 1972 Act, Article XIIID, and the Implementation Act may be referred to collectively herein as the Assessment Law; and WHEREAS, the City Council did order and subsequently received a report prepared by Willdan Financial Services (Engineer) prepared in accordance with the Assessment Law the Assessment Engineer's Report (Engineer's Report); and WHEREAS, the City Council did set the time and place for a Public Hearing to consider the annexation of parcels into the District and the authorization to levy annual assessments therein and did order that notice of such Public Hearing, accompanied by assessment ballots, be given to the record owners of property within the proposed Annexation Territory in accordance with the provisions of the Assessment Law; and WHEREAS, notice of such Public Hearing accompanied by assessment ballots were mailed to the record owners of property within the proposed Annexation Territory in accordance with the provisions of the Assessment Law. NOW, THEREFORE, the City Council of the City of Santa Clarita does hereby resolve as follows: SECTION 1. Recitals. The above recitals are all true and correct. SECTION 2. Procedures. The City Council hereby finds and determines that the procedures for the consideration of the levy of the assessments have been undertaken in accordance with the Assessment Law. SECTION 3. Assessment Ballot Procedures. Assessment ballots were mailed as required by Assessment Law to the record owners of all properties within the Annexation Territory which are proposed to be assessed. The assessment ballots completed and received by the City Clerk prior to the close of the Public Hearing have been tabulated in accordance with the Packet Pg. 91 procedures established by Assessment Law and the City Council, and the results of such tabulation have been submitted to the City Council. The City Council hereby finds the assessment ballots submitted in opposition to the levy of assessments, as weighted in accordance with Assessment Law, do not exceed the assessment ballots submitted in favor of the levy of assessments, also as weighted in accordance with Assessment Law. Therefore, no majority protest to the levy of assessments within the Annexation Territory exists. SECTION 4. Determination and Confirmation. Based upon the Engineer's Report and the testimony and other evidence presented at the Public Hearing, the City Council hereby makes the following determinations regarding the balloted assessments for Fiscal Year 2016-17 and the maximum annual assessments proposed to be imposed to pay for the estimated costs of the maintenance of all of the improvements to ultimately be maintained upon the completion and acceptance of thereof: a. The proportionate special benefit derived by each parcel assessed has been determined in relationship to the entirety of the cost of the operations and maintenance expenses. b. The assessments do not exceed the reasonable cost of the proportional special benefit conferred on each parcel. c. Only the special benefits have been assessed. The maximum assessments for the Annexation Territory contained in the Engineer's Report as of Fiscal Year 2016-17 are hereby confirmed. Subsequent annual assessments in amounts not to exceed the maximum annual assessment of the estimated costs of the maintenance of all of the improvements to ultimately be maintained upon the completion and acceptance of thereof as set forth in the Engineer's Report may be subsequently confirmed and levied without further assessment ballot proceedings pursuant to the Assessment Law. Each fiscal year after the base year (Fiscal Year 2016-17), the maximum assessment shall be increased by the Consumer Price Index, (CPI) for all Urban Consumers, Los Angeles, Orange, and Riverside County areas without further compliance with the assessment ballot procedures required under the Assessment Law. SECTION 5. Annexation of Parcels. The City Council hereby orders the Annexation Territory to be annexed to the District for Fiscal Year 2017-18. SECTION 6. Ordering of Maintenance. The public interest and convenience requires, and this legislative body does hereby order, the maintenance work to be made and performed as said maintenance work is set forth in the Engineer's Report. SECTION 7. Filing with City Clerk. The diagrams and assessments as set forth in the Engineer's Report shall be filed in the Special Districts Office. Said diagrams and assessments, and the certified copy thereof, shall be open for public inspection. SECTION 8. Filing with the County Auditor. The City Clerk is hereby ordered and directed to cause the assessments as approved by this resolution to be filed with the County 15.b Packet Pg. 92 J O z z O a X UJ z z z O a X LU z z a N N Auditor along with and in the same manner as all other assessments filed for the City of Santa Clarita Streetlight Maintenance District No. 1, including any diagrams, resolutions, or other documentation required by the County for the submittal of such assessments, on or before the date set by the County Auditor for the submittal of the Fiscal Year 2017-18 assessments. SECTION 9. The City Clerk shall certify to the adoption of this Resolution. PASSED, APPROVED, AND ADOPTED this day of November 2016. MAYOR ATTEST: CITY CLERK DATE: STATE OF CALIFORNIA ) COUNTY OF LOS ANGELES ) ss. CITY OF SANTA CLARITA ) I, Mary Cusick, City Clerk of the City of Santa Clarita, do hereby certify that the foregoing Resolution No. 16-_ was duly adopted by the City Council of the City of Santa Clarita at a regular meeting thereof, held on the 22nd day of November 2016, by the following vote: AYES: COUNCILMEMBERS: NOES: COUNCILMEMBERS: ABSENT: COUNCILMEMBERS: CITY CLERK 15.b Packet Pg. 93 rn J O z z O x LU z z u El 15.c SMD No. 1 Annexation No. L-96 Project Locations Master Case No. 16-155 (Valencia Suites), which is located on the west side of McBean Parkway north of Valencia Boulevard. This master case development currently includes the following Assessor's Parcel Book 2861, Page 062, Parcel 040. Master Case No. 16-025 (Lyons Center Shopping Center), which is located at the northeast corner of Lyons Avenue and Orchard Village Road. This master case development includes the following Assessor's Parcel Book 2855, Page 006, Parcels 008 through 011. Master Case No. 16-092 (Christ Lutheran Church of Newhall), which is located on the northeast side of Tournament Road at the corner of Tournament Road and Golfview Drive. This master case development includes the following Assessor's Parcel Book 2858, Page 018, Parcel 043. Packet Pg. 94 CITY OF SANTA CLARITA SUPPLEMENTAL ENGINEER'S REPORT STREETLIGHT MAINTENANCE DISTRICT NO, 1 ANNEXATION NO, L-96 COMMENCING FISCAL YEAR 2017/2018 INTENT MEETING: SEPTEMBER 13, 2016 PUBLIC HEARING: NOVEMBER 22, 2016 CITY OF SANTA CLARITA 23920 VALENCIA BOULEVARD SANTA CLARITA, CA 91355 NOVEMBER 2016 f1:7A7r Wl1m WILLDAN FINANCIAL SERVICES *WI LLDAN Financial Services VVKWILLDAN Financial Services ENGINEER'S REPORT AFFIDAVIT CITY OF SANTA CLARITA STREETLIGHT MAINTENANCE DISTRICT NO. 1 ANNEXATION NO. L-96 COMMENCING FISCAL YEAR 2017/2018 ENGINEER'S REPORT CERTIFICATES This Report and the enclosed budgets, diagrams, and descriptions outline the proposed annexation of territory into the City of Santa Clarita Streetlight Maintenance District No. 1, to be designated as Annexation No. L-96, including the improvements, budgets, parcels, and assessments for Fiscal Year 2017/2018, as the same existed at the time of the passage of the Resolution of Intention. Reference is hereby made to the Los Angeles County Assessor's maps for a detailed description of the lines and dimensions of parcels within Streetlight Maintenance District No. 1 and Annexation No. L-96. The undersigned respectfully submits the enclosed Report as directed by the City Council of the City of Santa Clarita. Dated this day of 2016. Willdan Financial Services Assessment Engineer By: By: Jim McGuire Richard Kopecky Principal Consultant, Project Manager, R. C. E. # 16742 I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and Assessment Diagram thereto attached was filed with me on the day of , 2016. By: Mary Cusick City Clerk City of Santa Clarita Los Angeles County, California I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and Assessment Diagram thereto attached was approved and confirmed by the City Council of the City of Santa Clarita, California, on the day of 12016. By: Mary Cusick City Clerk City of Santa Clarita Los Angeles County, California City of Santa Clarita Supplemental Engineer's Report Fiscal Year Streetlight Maintenance District No. 1 Annexation No. L-96 2016/2017 AKWI LLDAN Financia! Services TABLE OF CONTENTS INTRODUCTION..................................................................................................................1 PART A - PLANS AND SPECIFICATIONS........................................................................3 IMPROVEMENTS AUTHORIZED BY THE 1972 ACT.............................................................................3 DESCRIPTION OF IMPROVEMENTS TO BE MAINTAINED AND SERVICED.......................................3 PART B - METHOD OF APPORTIONMENT......................................................................5 BACKGROUND........................................................................................................................................5 SPECIAL BENEFIT ANALYSIS...............................................................................................................5 GENERAL BENEFIT ANALYSIS.............................................................................................................6 APPORTIONMENT...................................................................................................................................6 ASSESSMENTRATE...............................................................................................................................9 PART C -ESTIMATED COST OF THE IMPROVEMENTS.................................................10 PART D - ASSESSMENT DIAGRAMS............................................................................11 PART E - ASSESSMENT ROLL......................................................................................15 City of Santa Clarita Supplemental Engineer's Report Fiscal Year Streetlight Maintenance District No. 1 Annexation No. L-96 2016/2017 WlLLDAN I Fanancrel 39rvif�S INTRODUCTION Pursuant to the provisions of the Landscape and Lighting Act of 1972, being Part 2, Division 15, of the California Streets and Highways Code, commencing with Section 22500 (hereafter referred to as the "1972 Act"), this report is prepared in compliance with the requirements of Article 4, Chapter 1, of the 1972 Act regarding the annexation of territory into the City's existing Santa Clarita Streetlight Maintenance District No. 1 (hereafter referred to as "SMD No. 1" or "District"). The City Council of the City of Santa Clarita being the legislative body for SMD No. 1, may, pursuant to the 1972 Act, annex territory and levy annual assessments for the operations and administration of SMD No. 1. In Section 22608 of the 1972 Act, it states "right of majority protest shall be limited to the territory proposed to be annexed". In addition, the 1972 Act provides for the levy of annual assessments after annexation into or formation of an assessment district for the continued maintenance and servicing of the improvements. The 1972 Act further allows various areas to be annexed into an existing district when the territory in the annexation receives substantially the same proportional special benefits from the improvements. The costs associated with the installation, maintenance, and servicing of the improvements may be assessed to properties, which benefit from the installation, maintenance, and servicing of such improvements. This report specifically addresses the annexation of approximately thirteen (13.130) acres of territory consisting of three non-residential developments that include a 3.749 -acre hotel and restaurant development, a 7.033 -acre retail shopping center, and a 2.348 -acre church property. This territory is more specifically identified as: Master Case No. 16.155 (Valencia Suites), which is located on the west side of McBean Parkway north of Valencia Boulevard. This master case development currently includes the following Assessor's Parcel Book 2861, Page 062, Parcel 040; Master Case No. 16-025 (Lyons Center Shopping Center), which is located at the northeast corner of Lyons Avenue and Orchard Village Road. This master case development includes the following Assessor's Parcel Book 2855, Page 006, Parcels 008 through 011; Master Case No. 16-092 (Christ Lutheran Church of Newhall), which is located on the northeast side of Tournament Road at the corner of Tournament Road and Golfview Drive. This master case development includes the following Assessor's Parcel Book 2858, Page 018, Parcel 043; Collectively, this annexation territory is proposed to be annexed into SMD No. 1 and levied assessments commencing in Fiscal Year 2017/2018, and shall be known and referred to as: Annexation No. L-96, for the Santa Clarita Streetlight Maintenance District No.1 (hereafter referred to "Annexation No. L-96"). The properties associated with and identified herein as Annexation No. L-96 are shown on the Assessment Diagrams incorporated herein as Part D of this Report. City of Santa Clarita Supplemental Engineer's Report Fiscal Year Streetlight Maintenance District No. 1 Annexation No. L-96 2016/2017 W04xl1NI LILDAN I cws This Report has been prepared in connection with the annexation of parcels into SMD No. 1 for Fiscal Year 2017/2018, designated as Annexation No. L-96, pursuant to a resolution of the City Council and consists of five (5) parts: PART A — PLANS AND SPECIFICATIONS Contains a description of the improvements to be maintained or serviced through SMD No. 1. PART B — METHOD OF APPORTIONMENT Describes the basis on which the costs have been apportioned to each parcel of land within SMD No. 1, in proportion to the estimated benefits to be received. PART C — ESTIMATE OF COST Identifies the estimated cost of the services or maintenance to be provided through SMD No. 1, including incidental costs and expenses in connection therewith. PART D —ASSESSMENT DIAGRAM Contains diagrams showing the existing exterior boundaries of SMD No. 1, which is coterminous with the boundaries of the City of Santa Clarita, and the location and parcels that receive special benefits from the streetlight improvements to be provided and maintained as part of Annexation No. L-96. The lines and dimensions of each lot, parcel, and subdivision of land within Annexation No. L-96 are inclusive of all parcels listed in Part E — Assessment Roll of this Report and the corresponding Los Angeles County Assessor's Parcel Maps for said parcels as they existed at the time this Report was prepared and shall include all subsequent subdivisions, lot -line adjustments, or parcel changes therein. Reference is hereby made to the Los Angeles County Assessor's maps for a detailed description of the lines and dimensions of each lot and parcel of land within Annexation No. L-96. PART E —ASSESSMENT ROLL Identifies the maximum assessment to be levied on each benefited lot or parcel of land within Annexation No. L-96. City of Santa Clarita Supplemental Engineer's Report Fiscal Year Streetlight Maintenance District No. 1 Annexation No. L-96 2016/2017 WI LLDAN I of F�nanc� s PART A — PLANS AND SPECIFICATIONS IMPROVEMENTS AUTHORIZED BY THE 1972 ACT As applicable or may be applicable to the District, the 1972 Act defines improvements to mean one or any combination of the following: The installation or construction of public lighting facilities. The maintenance and/or servicing of any public lighting facilities. The acquisition of any existing lighting improvement otherwise authorized pursuant to this section. Incidental expenses associated with the lighting improvements which include, but are not limited to: The cost of preparation of the report, including plans, specifications, estimates, diagram, and assessment; • The costs of printing, advertising, and the giving of published, posted, and mailed notices; • Compensation payable to the county for collection of assessments; • Compensation of any engineer or attorney employed to render services in the proceeding; • Any other expenses incidental to the construction, installation, or maintenance and servicing of the improvements; • Any expenses incidental to the issuance of bonds or notes pursuant to Section 22662.5. • Costs associated with any elections held for the approval of a new or increased assessment. The 1972 Act defines "maintain" or "maintenance" to mean furnishing of services and materials for the ordinary and usual maintenance, operation, and servicing of any improvement, including the repair, removal, or replacement of all or any part of any lighting improvement. DESCRIPTION OF IMPROVEMENTS TO BE MAINTAINED AND SERVICED SMD No. 1 was established to collect funds to cover the expenses for energy and maintenance of a majority of streetlights in the City. These costs are billed by the Southern California Edison Company for all approximate 17,843 streetlights currently owned and maintained by Edison and all approximate 989 streetlights owned by the City. The proposed new and/or existing improvements for SMD No. 1 include, but are not limited to, and may be generally described as follows: • The installation of streetlighting, traffic signals, and other appurtenant facilities that are necessary for the daily operation of said lighting located within City road rights-of-way. Installation covers all work necessary for the installment or replacement of said lighting and all appurtenant work necessary to complete said installation or replacement. • The operation, maintenance, and servicing of all existing streetlighting, traffic signals, and other appurtenant facilities necessary for the daily operation of said lighting located within City road rights-of- way. Operation, maintenance, and servicing means all work necessary to maintain said lights in proper operation including providing energy to operate the lights. City of Santa Clarita Supplemental Engineer's Report Fiscal Year Streetlight Maintenance District No. 1 Annexation No. L-96 2016/2017 .,4 ; WI LLQAN I nn�cwswviiceg Plans and Specifications for the improvements for Streetlight Maintenance District No. 1 are voluminous and not bound in this report but by this reference are incorporated and made a part of this report. The plans and specifications are on file at the City where they are available for public inspection. Locations of all streetlights for SMD No. 1 are included on lighting inventory maps available for inspection at the City. The streetlight facilities in the vicinity and local proximity to parcels within Annexation No. L-96 generally include, but are not limited to public streetlight facilities on and in the vicinity of McBean Parkway, Valencia Boulevard, Lyons Avenue, Orchard Village Road, Tournament Road and Golfview Drive. City of Santa Clarita Supplemental Engineer's Report Fiscal Year Streetlight Maintenance District No. 1 Annexation No. L-96 2016/2017 PART B - METHOD OF APPORTIONMENT The 1972 Act provides that assessments may be apportioned upon all assessable lots or parcels of land within an assessment district or annexation in proportion to the estimated benefits to be received by each lot or parcel from the improvements. In addition, the California Constitution Article XIII D requires a parcel's assessment may not exceed the reasonable cost of the proportional special benefit conferred on that parcel. Article XIII D further provides that only special benefits are assessable, and the City must separate the general benefits from the special benefits conferred on a parcel. A special benefit is a particular and distinct benefit over and above general benefits conferred on the public at large, including real property within the district or annexation. The general enhancement of property value does not constitute a special benefit. SPECIAL BENEFIT ANALYSIS To determine the proportionate special benefit derived by each parcel, the proximity of the parcel to the public improvements (detailed in Part A above), as well as the capital, maintenance, and operating costs, were considered and analyzed. Due to the close proximity of the parcels to the improvements, it has been demonstrated and determined the parcels within SMD No. 1 and within Annexation No. L-96 are uniquely benefited by, receive a direct advantage from, and are conferred a particular and distinct special benefit over and above general benefits by said public improvements. Most of the streetlighting improvements were conditions of approval for the creation or development of the parcels within SMD No. 1. In order to create or develop the parcels, the City required the original developers to install and guarantee the maintenance of streetlighting and appurtenant facilities to serve the parcels. Therefore, these parcels within the District could not have been developed in the absence of the installation and promised maintenance of these facilities. The proper maintenance of the streetlighting and appurtenant facilities specially benefit parcels within the District including those parcels within Annexation No. L-96. The proper maintenance of the streetlighting and appurtenant facilities reduces property -related crimes (especially vandalism) against properties in the District. The streetlighting located in SMD No. 1 helps to visually join the various segments of the community, which enhance property. In addition, all of the above mentioned improvements contribute to a specific enhancement of the property value of each of the parcels within the District. The benefit provided by streetlighting consists of safety for pedestrians and motorists living and owning property in the District during the nighttime hours. This is a particular and distinct special benefit to all developed parcels in the District. Streetlights can be determined to be an integral part of streets as a permanent public improvement. One of the principle purposes of fixed roadway lighting is to create a nighttime environment conducive to quick, accurate, and comfortable seeing for the user of the facility. These factors, if attained, combine to improve traffic safety and achieve efficient traffic movement. Fixed lighting can enable the motorist to see detail more distinctly and to react safely toward roadway and traffic conditions present on or near the roadway. Streets are constructed for the safe and convenient travel by vehicles and pedestrians. They also provide an area for underground and overhead utilities. City of Santa Clarita Supplemental Engineer's Report Fiscal Year Streetlight Maintenance District No. 1 Annexation No. L-96 2016/2017 Streetlights are installed on and are for street purposes, and are maintained and serviced for optimum use of the streets as intended in their design. Assessments for the maintenance and servicing of streets may include streetlights. Streetlights are considered an integral part of the entire street, the same as curbs, gutters, pavement, signage, and striping. They are the elements that provide a safe route for motorists and pedestrians. Streetlights are installed to make streets safer. Streetlights are installed to provide better visibility for drivers. One hundred percent (100%) of the illumination from the lights is directed to the street, ninety percent (90%) on the street side of the curb and ten percent (10%) behind the curb. The spacing of the lights is based on the speed of the vehicles and the natural ability of the motorists' eyes to adjust to light and dark areas. The systems of streets within the District are established to provide access to each parcel in the District. Streetlights provide a safer street environment for owners of the parcels served. If the parcels were not subdivided to individual parcels within the District, there would be no need for providing a system of streets with safety lighting for the owners of the individual parcels. The City has determined that streetlights are also an integral part of the quality of life within the City. This quality of life is a special benefit to some degree to all parcels, except government owned parcels, including easements, and flood channel parcels. Therefore, the installation, operation, and maintenance of streetlights are for the express, special benefit of the parcels within the District, including Annexation No. L-96. GENERAL BENEFIT ANALYSIS In addition to the special benefits received by the parcels within the proposed annexation, there are incidental general benefits conferred by the improvements. It is estimated the general benefit portion received from the improvements for any annexation is less than one (1) percent of the total benefit. Nonetheless, the City has agreed to ensure that no property is assessed in excess of the reasonable cost of the proportional special benefit conferred on that property. The total benefits are thus a combination of the special benefits to the parcels within SMD No. 1 and the general benefits to the public at large. The portion of the total streetlight maintenance costs which are associated with general benefits will not be assessed to the parcels in SMD No. 1, but will be paid from other City Funds. These general benefits are more than adequately offset by the substantial contribution from the ad -valorem streetlighting assessment. APPORTIONMENT The following provides a summary of the proportional unit count, per parcel assignment, established for SMD No. 1 for calculating each parcel's proportional special benefit assessment. This same method of apportionment is applicable to Annexation No. L-96. RESIDENTIAL PARCELS Based on land use information provided by the County Assessor, it has been determined that in the existing District, approximately ninety-six percent (96%) of the parcels are in a residential category. Approximately City of Santa Clarita Supplemental Engineer's Report Fiscal Year Streetlight Maintenance District No. 1 Annexation No. L-96 2016/2017 ninety-five percent (95%) are single-family homes or condominiums, and the remainders are duplexes, triplexes, or apartments. In view of this and the benefits derived by the family unit, both at and in the proximity of their property, a value of 1.00 has been assigned to the basic family unit or Equivalent Benefit Unit (EBU), i.e. the single-family home or condominium. The existing District includes some developed properties that may not actually have streetlights in their block, but which do receive a neighborhood benefit from the lights in the area. These properties were also included in the District. Therefore, a weighted value of 0.50 was given to People Use, while Security and Intensity were each assigned a weighted value of 0.25 to form the basic unit (1.00 EBU). Parcels in other land use categories were assigned weighted values by comparison with this basic EBU. In the remainder of the residential category, which is comprised of multiple rental type properties, the weighted value for Intensity would remain at 0.25, but the other two items would increase in proportion to the number of family dwelling units on the parcel. For example, a duplex was assigned 1.00 for People Use, 0.50 for Security, and 0.25 for Intensity for a total of 1.75 EBU's. The owner of such property would therefore pay 1.75 times as much for lighting as the owner of a single-family unit. In consideration of the distance some units would be from the lighted roadway, Security in the residential category would not be increased beyond a weighted value of 1.00. Thus, a 5 -unit apartment would be assigned 2.50 for People Use, 1.00 for Security, and 0.25 for Intensity for a total of 3.75 EBU's. As the number of apartments on a parcel increases, the service charge units assigned for people would follow a declining scale. Table 1 - Summary of EBU Calculations Applied to Residential Parcels: SFR/Condo SFR and Condos 0.50 + 0.25 + 0.25 = 1.00 per parcel APT2 Apartments (2-4 units) 1/2 x units + 0.25 x units + 0.25 2 1.00 + 0.50 + 0.25 = 1.75 per parcel 3 1.50 + 0.75 + 0.25 = 2.50 per parcel 4 2.00 + 1.00 + 0.25 = 3.25 per parcel APT5 Apartments (5-20 units) 1/2 x units + 1.00 + 0.25 5 2.50 + 1.00 + 0.25 = 3.75 per parcel 20 10.00 + 1.00 + 0.25 = 11.25 per parcel APT21 Apartments (21-50 units) 1/3 x (units -20) + the total EBU for a 20 -unit apartment 50 10.00 + 11.25 = 21.25 per parcel APT51 Apartments (51-100 units) 1/4 x (units -50) + the total EBU for a 50 -unit apartment 100 12.50 + 21.25 = 33.75 per parcel APT101 Apartments (100+ units) 1/5 x (units -100) + the total Eau for a 100 -unit apartment 101 0.20 + 33.75 = 33.95 per parcel 175 15.00 + 33.75 = 48.75 per parcel 200 20.00 + 33.75 = 53.75 per parcel City of Santa Clarita Supplemental Engineer's Report Fiscal Year Streetlight Maintenance District No. 1 Annexation No. L-96 2016/2017 WILLDAN I NON-RESIDENTIAL PARCELS The non-residential lots or parcels are separated into 38 land use categories as determined by the County Assessor. Equivalent Benefit Units (EBU's) are assigned on the basis of average benefits for different groups of land uses, Groups A -K. Properties within the 10 land use categories in Group K varied widely; therefore, these lots or parcels were considered on an individual basis. The total number of EBU's determined for Group K is based on the lot or parcel area as shown in the table below. A minimum of 3.00 EBU's would be assessed to each lot or parcel to be compatible with Group D, which contains many of the smaller business categories. Several large lots or parcels in outlying areas within the existing lighting District have no lights in the immediate proximity and therefore those lots or parcels would be assessed the minimum amount. Since benefits have been related to property use, no charge would be assessed on vacant parcels within SMD No. 1. Table 2 - Summary of EBU Calculations Applied to Non -Residential Parcels: GRP -A Group A Irrigated Farms, Dry Farms, Cemeteries, Dump Sites 1 EBU minimum charge per parcel 1.00 per parcel Animal Kennels, Nurseries and greenhouses, GRP -B Group B Industrial parking lots, Churches, Private Schools, 1.00 + 0.50 + 0.50 = 2.00 per parcel Petroleum and Gas, Utility GRP -C Group C Commercial Parking Lots 1.00 + 0.50 + 1.00 = 2.50 per parcel Office & Professional building, Bank, Savings & Loan, GRP -D Group D Service Shop, Lumber Yard, Goff Course, Race 1.00 + 1.00 + 1.00 = 3.00 per parcel track/stable, Camp, Home for the Aged Store, Store w/ office or residence, Service Station, GRP -E Group E 2.00 + 1.00 + 1.00 = 4.00 per parcel Club & Lodge Hall GRP -F Group F Rooming House (same as 6 unit apartment) 1.00 + 3.00 + 0.25 = 4.25 per parcel GRP -G Group G Restaurant, Theater 3.00 + 1.00 + 1.00 = 5.00 per parcel Light Manufacturing, Food Processing Plant, GRP -H Group H 2.00 + 2.00 + 1.00 = 5.00 per parcel Warehousing GRP -I Group I Auto, Recreational Equipment Sales & Service 2.00 + 2.00 + 2.00 = 6.00 per parcel Market, Bowling Alley, Skating Rink, Department GRP -J Group J q.00 + 2.00 + 2.00 = 6.00 per parcel Store, Hotel/Motel, Mobile Home Park (Table Continued on next Page) City of Santa Clarita Supplemental Engineer's Report Fiscal Year Streetlight Maintenance District No. 1 Annexation No. L-96 2016/2017 Group K All parcels in Group K are assessed a minimum of 3 Eau's GRP -K1 Group K-1 Open Storage 3.00 + 1.00 + 1.25 = 5.25 0.014973 per 100 SgFt of lot Mineral Processing 0.005615 per 100 SgFt of lot GRP -K2 Group K-2 Private College/University 4.00 + 1.00 + 1.25 = 6.25 0.001736 per 100 SgFt of lot Wholesale and manufacturing outlets 0.059858 per 100 SgFt of lot Athletic and Amusement Facilities 0.027431 per 100 SgFt of lot Heavy Manufacturing 0.006382 per 100 SgFt of lot Hospitals 0.012886 per 100 SgFt of lot GRP -K3 Group K-3 Motion Picture, Radio, T.V. 4.00 + 1.00 + 1.50 = 6.50 0.010938 per 100 SgFt of lot Neighborhood Shopping Center 0.014449 per 100 SgFt of lot Regional Shopping Center 0.021812 per 100 SgFt of lot Vacant 0.00 + 0.00 + 0.00 = 0.00 per parcel EXEMPT PARCELS The following are exempt from the assessment: areas of streets, avenues, lanes, roads, drives, courts, alleys, public easements, rights-of-way, and parkways. Also exempt are utility rights-of-way used exclusively for utility transmission, common areas (such as in condominium complexes), land dedicated as open space or parks, landlocked parcels, and small parcels vacated by the City, as these parcels do not benefit from the improvements. ASSESSMENT RATE The SMD No. 1 maximum assessment rate approved for Fiscal Year 2016/2017 was $77.34 per equivalent benefit unit (per EBU). This maximum assessment rate may increase each fiscal year based on the annual change in the Consumer Price Index (CPI), during the preceding year, for All Urban Consumers, for the Los Angeles, Riverside, and Orange County areas, published by the United States Department of Labor, Bureau of Labor Statistics (or a reasonably equivalent index should the stated index be discontinued). This maximum assessment rate and annual CPI increase to the maximum assessment rate shall be applied to the assessments established for Annexation No. L-96. For purposes of this Report and the balloting of property owners within Annexation No. L-96, the Fiscal Year 2016/2017 maximum assessment rate of $77.34 has been utilized for the calculation of the proportional special benefit assessment for each parcel and the amounts to be balloted. Ultimately, the maximum assessment rate approved for Fiscal Year 2017/2018 (the first year the parcels are to be assessed as part of Annexation No. L-96) is subject to the annual change in the Consumer Price Index (CPI) adjustment and the assessment rate authorized by the City Council when the Fiscal Year 2017/2018 assessments rates for SMD No. 1 are adopted as part of the annual assessment process for SMD No. 1. City of Santa Clarita Supplemental Engineer's Report Fiscal Year Streetlight Maintenance District No. 1 Annexation No. L-96 2016/2017 AKWILLDAN Flnan(aal Sovkm PART C -ESTIMATED COST OF THE IMPROVEMENTS The 1972 Act provides that the estimated costs of the improvements shall include the total cost of the improvements, including incidental expenses, which may include reserves to operate the District until funds are collected on the County tax rolls and are transferred to the City from the County around December 10 of the current fiscal year. The 1972 Act also provides that the amount of any surplus, deficit, or contribution be included in the estimated cost of improvements. The net amount to be assessed on the lots or parcels within SMD No. 1 is the total cost of installation, maintenance, and servicing with adjustments either positive or negative for reserves, surpluses, deficits, and/or contributions. The estimated annual improvement costs for SMD No. 1 including Annexation No. L-96, are voluminous and not bound in this report, but by reference are incorporated and made a part of this report. The estimated costs are on file at the City where they are available for public inspection. Annexation No. L-96 Budget Estimates TOTAL LOTS OR PARCELS: ASSESSED LOTS OR PARCELS: SUMMARY BY TYPE OF LAND USE: Non -Residential (GRP -B) Parcels Non -Residential (GRP -J) Parcels Non -Residential (GRP -K3) Parcels Number of Balloted Parcels Benefit Units 1 2.00 1 8.00 4 44.27 6 54.27 Total Funds Required $4,239.48 $25.01 Available Carryover 0.00 0.00 Other Revenue I'I (42.39) (0.25) To be Raised by Parcel Assessment $4,197.09 (2) $24.76 (1) For purposes of this budget, "Other Revenues" represents ata minimum the contribution of one percent (1%) of the total cost attributable as general benefit, but may include additional funding to reduce the assessments. (2) The amount indicated for the "Maximum FY16/17 Assessment" reflects the assessment revenue that would be anticipated for the parcels in Annexation No. L-96 based on the land use identified for each parcel and the maximum assessment rate of $77.34 for Fiscal Year 2016/2017. This assessment is the amount being balloted for Annexation No. L-96, but will be adjusted by the Consumer Price Index percentage (discussed above under "Assessment Rate") prior to the actual levy of assessments for Fiscal Year 2017/2018. City of Santa Clarita Supplemental Engineer's Report Fiscal Year Streetlight Maintenance District No. 1 Annexation No. L-96 2016/2017 WILLDAN I Fanancrel 39rvif�S PART D -ASSESSMENT DIAGRAMS The Assessment Diagram for SMD No.1 including previous annexations is on file at the City and by reference herein is made part of this Report. The Assessment Diagrams for Annexation No. L-96 are provided on the following pages and consist of all lots, parcels, and subdivisions of land listed on the Assessment Roll contained herein as Part E, the lines and dimensions of which are shown on the Los Angeles County Assessor's parcel maps for the current year and are incorporated by reference herein and made part of this Report. City of Santa Clarita Supplemental Engineer's Report Fiscal Year Streetlight Maintenance District No. 1 Annexation No. L-96 2016/2017 Master Case No. 16.155 (Valencia Suites) WILLDAN Financial Services STREETLIGHT MAINTENANCE DISTRICT NO. 7 SHEET t OF 1 ANNEXATION L-96 CITY OF SANTA CLARITA COUNTY OF LOS ANGELES STATE OF CALIFORNIA c •„�Sp � ya 2861-062-040 TO"'° �erR4 pF rSITE LOCATION Legend Annexation L-96tsr�'s�rvn Other Parcefs City IJ a y �e-i-OP�a4o W,VVILLDA City of Santa Clarita Supplemental Engineer's Report Fiscal Year Streetlight Maintenance District No. 1 Annexation No. L-96 2016/2017 WI LLDIAN Financial Services Master Case No. 16.025 (Lyons Center Shopping Center) STREETLIGHT MAINTENANCE DISTRICT NO. 7 SHEET 2 OF 1 ANNEXATION L-96 CITY OF SANTA CLARITA COUNTY OF LOS ANGELES STATE OF CALIFORNIA 2855-006-610 rP" 2 5-006-0 8 x e 285SOOfi-011< \ SITE LOCATION Legend z655 ooh-OOe Annexation L-96 W a Other Parc Is �s�ssenoa CB �s�manos �saoaea�o eaYi098-0i1 Lpns p � �6tiILLCIAN ��w City of Santa Clarita Supplemental Engineer's Report Fiscal Year Streetlight Maintenance District No. 1 Annexation No. L-96 2016/2017 WILLDAN Financial Services Master Case No. 16.092 (Christ Lutheran Church of Newhall) STREETLIGHT MAINTENANCE DISTRICT NO. 7 SHEET s OF 3 ANNEXATION L-96 CITY OF SANTA CLARITA COUNTY OF LOS ANGELES STATE OF CALIFORNIA s 0 9yry O�Q 2858-018-043 – r r um:� ad H1H®w 4t �.,. D, SITE LOCATION ? Legend = E—1 Annexation L-46 Other Parcels �,e-n�eaaa City Boundary v;rVVILLr)AN I – r City of Santa Clarita Supplemental Engineer's Report Fiscal Year Streetlight Maintenance District No. 1 Annexation No. L-96 2016/2017 PART E -ASSESSMENT ROLL All assessed lots or parcels of real property within Annexation No. L-96 are listed on the assessment roll below. Each parcel's corresponding Balloted Maximum Assessment is based on the parcel's proposed land use and the maximum assessment rate for Fiscal Year 2016/2017 ($77.34). The balloted maximum assessments are subject to the annual CPI adjustment and therefore, the maximum assessment rate and applied assessments for each parcel within Annexation No. L-96 in Fiscal Year 2017/2018 (first fiscal year the parcels will be assessed) will likely be greater than the Balloted Maximum Assessments indicated below. Both the maximum assessment rate and the applied assessment rate for Fiscal Year 2017/2018 will be finalized and adopted by the City Council, after the public hearing for the annual levy and collection of SMD No. 1 assessments for Fiscal Year 2017/2018. The maximum assessment rate for SMD No. 1 and the calculated proportional assessment amount for each parcel, including Annexation No. L-96 as established herein, includes an annual inflationary adjustment (yearly increase) based upon the percentage increase in the Consumer Price Index for All Urban Consumers, for the Los Angeles, Riverside, Orange County areas (CPI), as determined by the United States Department of Labor, Bureau of Labor Statistics, or its successor. Each fiscal year, the assessment engineer shall compute the percentage difference between the CPI of the current year and the CPI for the previous year, and shall then adjust the existing maximum assessment rate by the increase in this percentage for the upcoming fiscal year. Should the Bureau of Labor Statistics revise such index or discontinue the preparation of such index, the engineer shall use the revised index or a comparable system as approved by the City Council for determining fluctuations in the cost of living. The assessment rate applied in any one fiscal year will not exceed this adjusted maximum assessment rate. 2861-062-040 GRP -J 8.0000 $ 618.72 VACANT - 2855-006-008 GRP -K3 4.2461 $ 328.39 GRP -K3 4.2461 2855-006-009 GRP -K3 8.5542 $ 661.58 GRP -K3 8.5542 2855-006-010 GRP -K3 21.5776 $ 1,668.81 GRP -K3 21.5776 2855-006-011 GRP -K3 9.8902 $ 764.91 GRP -K3 9.8902 2858-018-043 GRP -13 2.0000 $ 154.68 GRP -13 2.0000 Total 54.2681 $ 41197.09 24.76 46.2681 $ 24.76 City of Santa Clarita Supplemental Engineer's Report Fiscal Year Streetlight Maintenance District No. 1 Annexation No. L-96 2016/2017