HomeMy WebLinkAbout2017-05-23 - AGENDA REPORTS - LEVY OF ASMT SPECIAL DISTRICTS (2)Agenda Item• 10
CITY OF SANTA CLARITA
AGENDA REPORT
MR
CONSENT CALENDAR
a.
CITY MANAGER APPROVAL: fAl
DATE: May 23, 2017
SUBJECT: ANNUAL LEVY OF ASSESSMENTS FOR SPECIAL DISTRICTS
DEPARTMENT: Neighborhood Services
PRESENTER: Darin Seegmiller
RECOMMENDED ACTION
City Council:
1. Adopt resolutions initiating proceedings for the levy and collection of assessments for Fiscal
Year 2017-18 for the Landscape and Lighting District, Drainage Benefit Assessment Areas,
and the Golden Valley Ranch Open Space Maintenance District (GVROSMD).
2. Adopt resolutions declaring the City's intention to levy assessments, preliminarily approve
Engineer's Reports for the Special Districts, and set a Public Hearing for June 13, 2017.
3. Adopt the annual report for the Tourism Marketing District (TMD) and a Resolution of Intent
to continue a business improvement area in the City of Santa Clarita to be designated as the
Tourism Marketing District, and set a Public Hearing for June 13, 2017.
BACKGROUND
This required procedural matter orders, approves, and sets the Public Hearing for the annual levy
of the following special districts:
1. Landscape and Lighting District (LLD), Landscape Maintenance Zones, with the exception
of T4. T23, and T23A.
2. LLD, Streetlight Maintenance Zones A and B.
3. Drainage Benefit Assessment Areas (DBAA) 3, 6, 18, 19, 20, 22, 2008-1, 2008-21 2013-1,
2014-1, and 2015-1.
4. Golden Valley Ranch Open Space Maintenance District (GVROSMD).
5. Tourism Marketing District (TMD).
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District Consolidation
The City of Santa Clarita (City), under the provisions of the Landscaping and Lighting Act of
1972, Part 2 of Division 15 of the California Streets and Highways Code (1972 Act), and the
provisions of the California Constitution Article XIII D enacted by Proposition 218
(Constitution), has annually levied and collected special assessments for the maintenance
districts (Existing Districts) designated below as:
• Streetlight
Maintenance
District No.
1 (SMD No.l,
previously LLA -1);
• Landscape
Maintenance
District No.
1 (LMD No.
1); and
• Landscape
Maintenance
District No.
T1 (LMD No.
T1).
Collectively, these three Existing Districts incorporate and are inclusive of Street Lighting Zones
A and B, and Landscaping Zones 1, 2, 3, 3A, 4, 5, 5A, 6, 7, 7A, 8, 15, 16, 17, 18, 19, 20, 21, 22,
23, 24, 25, 26, 27, 28, 29, 30, 31, 2008-1, T2, T3, T313, T4, T5, T6, T7, T81 T171 T201 T23, T23 -
A, T23-13, T29, T31, T331 T44, T46, T479 T48, T51, T521 T62, T65, T65 -A, T65-13, T67, T68,
T69, T71, T77 and Tl (Zones). As part of these proceedings the City is consolidating the
Existing Districts, including the Zones, into a single assessment district to be designated as the
Santa Clarita Landscaping and Lighting District (District), to provide and maintain various
landscaping and lighting improvements throughout the City that provide special benefits to
properties within the District.
The consolidated District will retain the Zone designations and boundaries, methods of
apportionment, and previously established, authorized maximum assessments. Parcels are
assigned to various Zones within the boundaries of the District, each of which is associated with
a set of improvements, and/or type of improvements, that provide special benefit to properties
within that zone.
The landscaping improvements are generally located within the right-of-ways and easements of
the respective Landscaping Zones. Street light locations associated with the Street Lighting
Zones are included on lighting inventory maps available for inspection at the City.
The attached resolutions direct Willdan Financial Services (Willdan) to prepare assessment
Engineer's Reports for the City's LLD, DBAA, and GVROSMD Districts for approval by the
City Council. This action also schedules a Public Hearing to consider the FY 2017-18
assessment rates recommended for these special districts, as well as the City's TMD.
The proposed special districts actions are authorized by State law as outlined in the Constitution,
and required to levy assessment on properties receiving special benefits. If the recommendations
are approved, a Public Hearing for ordering the FY 2017-18 levies will be scheduled for the
June 13, 2017, City Council meeting.
Descriptions of the four special districts and the TMD follow.
Landscaping and Lighting District (LLD) - Landscape Maintenance Zones
Fifty-eight financially independent Landscape Maintenance Zones are administered by the City.
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These zones, primarily administered through contracts, encompass over 1,400 acres of landscape
areas including street medians, parkways, side -panels, parks, numerous monument signs, more
than 20 miles of paseos, and approximately 60,000 trees.
Each zone confers a special benefit upon properties through the installation and maintenance of
landscape and ornamental features. Approximately 30,000 homes and businesses within LLD
zones, comprised of varying size and amenities, financially contribute to supporting these
amenities by way of a special assessment appearing on their consolidated annual property tax
bill. The City takes a conservative fiscal approach to the management of the zones, having
implemented many cost-saving measures and aggressively rebidding landscape contracts to
ensure operational costs remain competitive.
Where rate escalators have been authorized by parcel owners, and are a component of the base
rate, the maximum annual assessment rate adjusts automatically. The City Council may levy
assessment rates up to, or less than, the maximum assessment rate. While maximum assessment
rates adjust automatically, the actual assessment levied each year must be approved by the City
Council as part of a noticed public hearing.
For FY 2017-18, the annual Consumer Price Index (CPI) increase for the previous year through
December 2016 is approximately 1.97 percent. The inclusion of CPI escalators allow the City to
maintain and provide a consistent level of landscape service to each of the LLD zones as
maintenance costs increase from year-to-year. CPI escalators also allow the City to be
responsive to requests identified by the community for new projects and maintain adequate funds
to support future capital reserve needs.
For FY 2017-18, staff is recommending the City Council levy less than the maximum allowable
rate for 69 percent (40 of 58) of the City's active Landscape Zones. hi instances where the
maximum levied assessment is recommended, these LLD zones do not meet their financial
operational and reserve goals, and/or do not include a consumer price index escalator to allow
operations to keep pace with increasing maintenance costs. A detailed Recommended Rate
Table that provides background information and identifies recommended FY 2017-18
assessment levies, has been included as an attachment to this report.
Each year, assessment rates recommended to the City Council are determined on the specific
needs of each LLD zone. For a typical LLD zone, maintenance contracts represent 26 percent of
the total annual operational cost. The City's landscape maintenance contracts include provisions
that allow vendors to request a CPI adjustment if the contracts are renewed into their option
years. A typical maintenance contract term is two years with three, one-year options.
The remaining 74 percent, which makes up the operating costs of a LLD zone, funds
expenditures that include administration, water and electrical utilities, plant replacements,
scheduled and unanticipated repairs, and monitoring services. For FY 2017-18, administration
costs represent 14.2 percent of the total LMD operational budget. A breakout of all LLD
operational costs is provided below.
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Maintenance/Repairs
$
4,012,700
26.70/8
Landscape Services
$
3,9521669
26.2%
Water
$
2,7471503
18.2%
Administration
$
2,133,659
14.2%
Reimbursement to the General Fund
$
846,160
5.6%
Inspections
$
621,401
4.1%
Utilities
$
313,879
2.1%
Other O & M/Payroll in Specific Zones
$
255,203
1.7%
Transfers Out
$
98,501
0.7%
Contractual Services
$
78,607
0.5%
Totals
$
15,060,282
100.0%
In 2010, the City undertook efforts to upgrade nearly 700 LLD irrigation devices to smart
controller technology, furthering Santa Clarita's philosophy to be good stewards of our natural
resources. These smart controllers enabled LLD to immediately reduce its water usage by nearly
20 percent and proved invaluable during the prolonged State-wide drought. In calendar year
2015, the LLD operation reduced its water usage by almost 550 million gallons. Overall, during
the last seven years the City has saved more than 2 billion gallons of water.
As water conservation continues to be a priority, the LMD operation is undertaking efforts to
replace high water use landscape with drought resistant plant materials. Further, staff is working
to enhance water efficiency through the installation of flow sensors and master valves in
locations where they currently do not exist. These amenities will allow staff to utilize smart
controller features, previously unavailable, and increase the City's overall water savings.
During the next several years, the City will continue removing all remaining turf from older
medians and replacing it with low -water -use plants. This effort commenced with the removal
and replacement of all turf in the median along Valencia Boulevard in 2016 and will continue
along both Magic Mountain Parkway and Orchard Village Road in the coming year.
Finally, to ensure compliance with the Political Reform Act as contained in Government Code
Sections 81000 through 91014, separate agenda items and resolutions have been prepared for
proceedings required for LMD Zones T4, T23 and T23A.
Landscaping and Lighting District (LLD) — Street Light Maintenance Zones
The Street Light Maintenance Zones A and B, benefit properties by funding energy and
maintenance costs associated with the streetlights and traffic signals. The zones are comprised
of parcels that encompass the original district transferred to the City from Los Angeles County,
and parcels which annexed into the District at a later date. In total, there are 17,959 streetlights
within the City. To keep pace with the cost of operating and maintaining the street lighting
system, staff recommends the City Council levy the maximum assessment for each zone.
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Drainage Benefit Assessment Areas (DBAA)
Eleven DBAAs are administered by the City. Each DBAA benefits properties by preventing
groundwater from rising to a point where property damage could occur and/or channeling
surface or sub -surface water to drainage areas. Pump stations, hydro -augers, monitoring and
observation wells, terrace drains, swale drains, and appurtenant facilities are utilized. For FY
2017-18, staff is recommending the City Council levy the maximum allowable rate for four of
the City's 11 DBAAs. The City Council recently approved the creation of DBAA 2017-1, which
services the Vista Canyon Development, and DBAA 2017-2, which services the Golden Valley
Ranch Residential Development. These two DBAAs are not included in this year's annual levy
process because the Council already approved the FY 17-18 levy of assessments for these
DBAAs as part of their creation.
Golden Valley Ranch Open Space Maintenance District (GVROSMD)
As a condition of project approval, the City Council required the Golden Valley Ranch
development to create an open space maintenance district. The GVROSMD is comprised of 920
acres of natural and undeveloped land, which is administered by the City through contracts for
park -ranger services. Trail maintenance and open -space management within the District
boundaries are also funded by the District. For FY 2017-18, staff is recommending the City
Council levy less than the maximum allowable rate for the GVROSMD.
Tourism Marketing District (TMD)
As part of the 21 -Point Business Plan for Progress, the TMD was established to provide an
assessment of two percent, assessed by local hotels on visitors. These funds are used to market
the City of Santa Clarita as a tourism destination and attract high-quality, high -economic impact
events to the City.
The recommended action for the Tourism Marketing District is authorized by the Parking and
Business Area Law of 1989 (Section 36500 et. seq. of the Streets and Highways Code of the
State of California), which permits the City to levy assessments on businesses within a business
improvement area and to use such proceeds for the benefit of the businesses within said area.
For the Tourism Marketing District, each business in the benefit zone shall pay a charge of 2
percent of total room rents charged and received from transient hotel guests who do not make the
hotel their principal place of residence.
ALTERNATIVE ACTIONS
Other direction as determined by the City Council.
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FISCAL IMPACT
There is no impact to the General Fund associated with these actions. Adequate funds to prepare
the attached Engineer's Reports were previously appropriated by the City Council as part of the
FY 2016-17 Annual Budget.
ATTACHMENTS
LLD Excluding T4, T23 and T23A FY 2017-18 Initiate Resolution
LLD Excluding T4 T23 and T23A FY2017-18 Intent Resolution
DBAA FY 2017-18 Initiate Resolution
DBAA FY 2017-18 Intent Resolution
GVROSMD FY 2017-18 Initiate Resolution
GVROSMD FY 2017-18 Intent Resolution
TMD FY 2017-18 Intent Resolution
LLD FY 2017-18 Recommended Rate Table
LLD FY 2017-18 Engineer's Report (available in the City Clerk's Reading File)
DBAA FY 2017-18 Engineer's Report (available in the City Clerk's Reading File)
GVROSMD FY 2017-18 Engineer's Report (available in the City Clerk's Reading File)
TMD FY 2017-18 Annual Report (available in the City Clerk's Reading File)
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10.a
RESOLUTION 17-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
SANTA CLARITA, CALIFORNIA, INITIATING PROCEEDINGS FOR THE
CONSOLIDATION OF STREETLIGHT MAINTENANCE DISTRICT NO. 1,
LANDSCAPE MAINTENANCE DISTRICT NO. 1, AND LANDSCAPE MAINTENANCE
DISTRICT NO. T-1 INCLUDING AND INCORPORATING THE ZONES THEREIN AS THE
SANTA CLARITA LANDSCAPING AND LIGHTING DISTRICT; AND THE LEVY AND
COLLECTION OF ASSESSMENTS FOR FOR EACH ZONE WITHIN THE SANTA
CLARITA LANDSCAPING AND LIGHTING DISTRICT, EXCLUDING ZONES
T4, T23 AND T23A, FOR FISCAL YEAR 2017-18
WHEREAS, the City Council of Santa Clarita, California (City Council), pursuant to the
provisions of the Landscaping and Lighting Act of 1972, being Division 15 of the Streets and
Highways Code of the State of California (Act), being the legislative body for Santa Clarita's
Streetlight Maintenance District No. 1; and Landscape Maintenance District Nos. 1, and T-1
(Existing Districts) inclusive of Streetlighting Zones A and B, and Landscaping Zones 1, 2, 3,
3A, 4, 5, 5A, 6, 7, 7A, 81 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 2008-1,
T2, T3,T313, T5, T6, T79 T81 T17, T20, T23-13, T29, T319 T33, T44, T46, T47, T481 T519 T52,
T621 T65, T65 -A, T65-13, T67, T% T69, T71, T77 and T1 (Benefit Zones), pursuant to Chapter
2, Article 2, Section 22605 of the Act, may order the consolidation into a single assessment
district two or more existing assessment districts formed pursuant to the Act; and
WHEREAS, the City Council desires to consolidate the Existing Districts and Benefit
Zones referenced herein into a single assessment district for Fiscal Year 2017-18 to be
designated as the "Santa Clarita Landscaping and Lighting District" (Consolidated District),
retaining the Benefit Zones boundaries, improvements, methods of apportionment, and
maximum assessments previously established within the Existing Districts and Benefit Zones;
and
WHEREAS, the City Council, pursuant to the provisions of the Act, desires to initiate
proceedings for the levy and collection of the annual assessments within the Consolidated
District for Fiscal Year 2017-18, and specifically for the Benefit Zones identified herein for the
purposes provided therefore in the Act; and
WHEREAS, the City Council has retained Willdan Financial Services, for the
purpose of assisting with the consolidation of the Existing Districts and the annual levy of
assessments for the Consolidated District, and to prepare and file a report with the City Clerk in
accordance with Article 4, commencing with Section 22565, of Chapter 1 of the Act.
NOW, THEREFORE, the City Council of the City of Santa Clarita does hereby resolve
as follows:
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SECTION 1. Annual Levy Report: The City Council hereby orders Willdan Financial
Services, acting as Assessment Engineer, to prepare and file with the City Clerk an Engineer's
Report concerning the installation, construction, or maintenance of any authorized improvements
under the Act, any proposed new improvements or any substantial changes in existing
improvements, and the levy and collection of the proposed Fiscal Year 2017-18 assessments for
the Consolidated District and Benefit Zones as required by the provisions of the Act.
SECTION 2. Improvements: The installation, construction, or maintenance of any
authorized improvements under the Act, including, but not limited to streetlighting, traffic
signals, landscape and irrigation improvements, and any facilities which are appurtenant to any
of the aforementioned or which are necessary or convenient for the maintenance or servicing
thereof.
SECTION 3. The City Clerk shall certify to the adoption of this Resolution.
PASSED, APPROVED, AND ADOPTED this 23rd day of May 2017.
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 was duly adopted by the City Council of the City of Santa Clarita at a
regular meeting thereof, held on the 23rd day of May 2017, by the following vote:
AYES: COUNCILMEMBERS:
NOES: COUNCILMEMBERS:
ABSENT: COUNCILMEMBERS:
CITY CLERK
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10.b
RESOLUTION 17-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
SANTA CLARITA, CALIFORNIA, DECLARING THE CITY'S INTENTION TO
CONSOLIDATE STREETLIGHT MAINTENANCE DISTRICT NO. 1, LANDSCAPE
MAINTENANCE DISTRICT NO. 1, AND LANDSCAPE MAINTENANCE DISTRICT NO.
T-1 INCLUDING AND INCORPORATING THE ZONES THEREIN AS THE SANTA
CLARITA LANDSCAPING AND LIGHTING DISTRICT; AND TO LEVY ASSESSMENTS,
PRELIMINARILY APPROVE THE ENGINEER'S REPORT IN CONNECTION WITH THE
SANTA CLARITA LANDSCAPING AND LIGHTING DISTRICT, EXCLUDING ZONES T4,
T23 AND T23A, FOR FISCAL YEAR 2017-18, AND APPOINTING A TIME AND PLACE
FOR COMMENT (PUBLIC HEARING) ON THE ENGINEER'S REPORT
WHEREAS, the City Council of Santa Clarita, California (City Council), pursuant to the `z
provisions of the Landscaping and Lighting Act of 1972, being Division 15 of the Streets and
Highways Code of the State of California (Act), being the legislative body for Santa Clarita's
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Streetlight Maintenance District No. 1; and Landscape Maintenance District Nos. 1, and T-1
(Existing Districts) inclusive of Street Lighting Zones A and B, and Landscaping Zones 1, 2, 3, M
3A, 4, 5, 5A, 617, 7A, 8115, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 2008-1, o
T2, T3,T3B, T5, T6, T79 T8, T17, T20, T23-13, T29, T315 T33, T44, T46, T47, T48, T51, T52, N
T621 T65, T65 -A, T65-13, T67, T681 T69, T71, T77 and T1, (Benefit Zones), pursuant to Chapter
2, Article 2, Section 22605 of the Act, may order the consolidation into a single assessment
district two or more existing assessment districts formed pursuant to the Act; and o
WHEREAS, the City Council, pursuant to the provisions of the Act, did by previous
resolution initiate proceedings to consolidate the Existing Districts including the designated
Benefit Zones into a single assessment district for Fiscal Year 2017-18 to be designated as the
"Santa Clarita Landscaping and Lighting District" (Consolidated District); and for the levy and
collection of assessments within the Consolidated District inclusive of the designated Benefit
Zones for Fiscal Year 2017-18, for the purposes provided therefore in the Act; and
WHEREAS, the City Council is desirous to undertake proceedings to provide for the
annual levy of assessments for Fiscal Year 2017-18 to provide for the costs and expenses
necessary to pay for the operation, maintenance, and servicing of the improvements in the
Consolidated District and Benefit Zones; and
WHEREAS, in order to maintain the improvements and facilities at a standard acceptable
to the City, the assessments within the Consolidated District and designated Benefit Zones will
need to be levied for Fiscal Year 2017-18; and
WHEREAS, Article XIIID of the California State Constitution (State Constitution) often x
referred to as Proposition 218 or the Right to Vote on Taxes Act, requires in part that if the w
assessment rate is to be increased above the previously adopted maximum assessment rate and
rate adjustment, a notice of the proposed new or increased assessment along with a ballot, shall
be mailed to all owners of the affected parcels, and the agency shall conduct a public hearing not
less than 45 days after the mailing of said notice and ballot; and r
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WHEREAS, notices and Assessment Ballots are not required if assessments are not
increased, other than for the amount of the Consumer Price Index (CPI); and
WHEREAS, the Fiscal Year 2017-18 CPI has been determined to be 1.97 percent
calculated from the annual change in the CPI, during the preceding year ending in December, for
All Urban Consumers, and the Los Angeles, Riverside, and Orange County areas; and
WHEREAS, during Fiscal Year 2017-18, the City may acquire, install and convert
existing street lighting improvements to be financed through the use of tax-exempt obligations,
and such acquisition, installation and conversion constitute proposed new improvements or
substantial changes in the existing improvements for the Consolidated District the costs of
which, other than maintenance and servicing, is greater than can be conveniently raised from a
single annual assessment and may be determined to be collected in installments; and
WHEREAS, the designated Engineer of Work for the Consolidated District, Willdan a
Financial Services (Engineer), has prepared and filed with the City Clerk a preliminaryco
Engineer's Report (Report) concerning the construction, or maintenance of any authorized
improvements under the Act, including any proposed new improvements or any substantial
changes in existing improvements, and the levy and collection of the proposed Fiscal Year 2017-
0
18 assessments for the designated Benefit Zones within the Consolidated District as required by N
the provisions of the Act. Pursuant to Chapter 1, Article 4, Section 22567 of the Act, this Report '
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contains the following:
a. Plans and specifications describing the general nature, location, and extent of the
improvements to be maintained, which incorporate the acquisition, installation,
replacement, construction, maintenance, and/or servicing of any authorized
improvements under the Act, including, but not limited to street lighting, traffic signals,
landscape and irrigation improvements, and any facilities which are appurtenant to any of
the aforementioned or which are necessary or convenient for the maintenance or
servicing thereof; and
b. An estimate of the cost of the operation, maintenance, and/or servicing of the
improvements for the designated Benefit Zones within the Consolidated District for the
referenced fiscal year; and
C. Plans and specifications describing the general nature, location, and extent of the
acquisition, installation and conversion of street lighting improvements, including retrofit
thereof, the estimated cost thereof other than maintenance and servicing; the number of
annual installments and the fiscal years during which they are to be collected; and the
maximum amount of each annual installment; and
d. Diagrams for the designated Benefit Zones within the Consolidated District; and
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e. An assessment of the estimated costs of the operation, maintenance, and/or servicing, of
the improvements, and of any assessment installment, assessing the net amount upon all
assessable lots and/or parcels within the designated Benefit Zones in the Consolidated
District in proportion to the special benefits received; and
WHEREAS, this City Council has examined and considered the Report, improvements,
diagrams, and assessments, and the proceedings prior thereto; and
WHEREAS, the Fiscal Year 2017-18 assessments as described in the Report for the
designated Benefit Zones are not proposed to be increased above the previously approved and
adopted CPI and such assessments are adequate to maintain the facilities.
NOW, THEREFORE, the City Council of the City of Santa Clarita does hereby resolve
as follows:
SECTION 1. Recitals: That the above recitals are all true and correct. o
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SECTION 2. Declaration of Intention: That the public interest and convenience requires, M
and it is the intention of this legislative body, to levy and collect assessments to pay the net o
annual special benefit costs and expenses for the acquisition, installation, replacement, N
construction, maintenance, and/or servicing of the improvements and facilities for the above- '
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referenced designated Benefit Zones within the Consolidated District.
SECTION 3. New or Substantially Changed Improvements: The City determines that the
new or substantially changed improvements to be financed by the Consolidated District, namely
the acquisition, installation and conversion of street lights within the Consolidated District and
retrofit thereof, estimated to cost $17,000,000, is greater than can be conveniently raised from a
single annual assessment. The City declares its intent pursuant to and in accordance with the
provisions of the Act and the State Constitution to spread the cost of the improvements,
including related incidental expenses, over a period of not to exceed thirty (30) years,
commencing Fiscal Year 2018-19, with an estimated maximum annual installments of not to
exceed $2,200,000 (assuming a 10 year financing), as a component within the maximum amount
of the current and future approved annual assessments.
SECTION 4. Fiscal Year: That the assessments described in the Report and proposed to
be levied as part of these proceedings will provide revenue related to the acquisition, installation,
replacement, construction, maintenance, and/or servicing of any authorized improvements under
the Act as outlined in the Report for the Fiscal Year, commencing July 1, 2017, and ending
June 30, 2018.
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SECTION 5. District Designations and Location: The designated Benefit Zones within
the Consolidated District addressed in this Resolution of Intention and addressed in the Report
include and incorporate the districts and zones previously identified as Streetlight Maintenance
District No. 1 inclusive of Zones A and B, and Landscape Maintenance District Nos. 1 and T-1
inclusive of Zone Nos. 1, 213, 3A, 49 5, 5A, 6, 7, 7A, 15, 16, 17118, 19, 20, 21, 22, 23, 24, 25,
26, 27, 28, 29, 30, 31, 2008-1, Tl, T2, T3,T3B, T5, T6, T7, T8, T171 T20, T23-1, T23-2, T23-13,
T29, T31, T31-1, T314A, T31-2, T33, T445 T46, T47, T489 T51, T525 T62, T65, T65 -A, T65-13,
T67, and T71. The overall boundaries of the Consolidated District is coterminous within the
boundaries of the City of Santa Clarita although not all parcels within the City are included in the
designated Benefit Zones, nor are all parcels assessed.
SECTION 6. Preliminarily Report Approval: The City Council hereby finds that the
Report filed with the City Clerk and submitted herein to the City Council provides a full and
detailed description of the new and existing improvements, estimated costs of the operation, Z
maintenance and/or servicing of the improvements, estimated costs of the acquisition, a
installation and conversion of improvements, including the maximum annual assessment
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components, the boundaries of the designated Benefit Zones, and the proposed assessments upon
assessable lots and parcels of land within said Benefit Zones and Consolidated District, M
consistent with the provisions of the Act and the State Constitution. The City Council hereby o
preliminarily approves and adopts the Report as submitted or as modified herein by direction of N
the City Council as reflected by the minutes of the Council Meeting at which this Resolution of
Intention was adopted. The Report as preliminary approved shall stand as the Engineer's Report
for the purposes of all subsequent proceedings pursuant to this Resolution of Intention and filed 4
with the City Clerk.
SECTION 7. Assessments: The proposed assessments as described in the Report for
Fiscal Year 2017-18 are not proposed to be increased above the previously approved and adopted
Consumer Price Index adjustment.
SECTION 8. Public Hearing Date: The City Council hereby appoints June 13, 2017, at
6:00 p.m., in the City of Santa Clarita, California, as the time, place, and date of the Public
Hearing on the Consolidated District, the designated Benefit Zones, and the Report prepared and
filed in connection therewith. At the hearing, the City Council shall hear and consider all
discussion regarding the proposed assessments as described in the Report.
SECTION 9. Notice of Public Hearing: The City Council hereby directs the City Clerk
or their authorized representative to cause Notice of the Public Hearing to be given in the manner
provided by applicable law.
SECTION 10. Adoption of Resolution: The City Clerk shall certify to the adoption of this
Resolution.
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PASSED, APPROVED, AND ADOPTED this 23rd day of May 2017.
MAYOR
ATTEST:
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CITY CLERK
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DATE:
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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 was duly adopted by the City Council of the City of Santa Clarita at a
regular meeting thereof, held on the 23rd day of May 2017, by the following vote:
AYES: COUNCILMEMBERS:
NOES: COUNCILMEMBERS:
ABSENT: COUNCILMEMBERS:
CITY CLERK
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RESOLUTION NO. 17-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
SANTA CLARITA, CALIFORNIA, INITIATING PROCEEDINGS FOR THE
LEVY AND COLLECTION OF ASSESSMENTS FOR CITY OF SANTA CLARITA
DRAINAGE BENEFIT ASSESSMENT AREA NOS. 316,189 19, 20, 22, 2008-1, 2008-2,
2013-1, 2014-1, and 2015-1 FOR FISCAL YEAR 2017-18
WHEREAS, the City Council of Santa Clarita, California, formed special maintenance
districts pursuant to the terms of the Benefit Assessment Act of 1982, Chapter 6.4 of Part 1 of
Division 2 of Title 5 of the California Government Code commencing with Section 54703 (Act),
desires to initiate proceedings for Santa Clarita Drainage Benefit Assessment Area Nos. 3, 6, 18,
19, 20, 22, 2008-1, 2008-2, 2013-1, 2014-1, and 2015-1 (Areas) for the levy and collection of
assessment within the proposed Areas for Fiscal Year 2017-18, for the purposes provided
therefore in the Act; and
WHEREAS, the City Council has retained Willdan Financial Services for the purpose of
assisting with the Annual Levy of the Areas, and to prepare and file a report with the City Clerk
in accordance with the Act.
NOW, THEREFORE, the City Council of the City of Santa Clarita does hereby resolve
as follows:
SECTION 1. Annual Levy Report: The City Council hereby orders Willdan Financial Z
Services, acting as Assessment Engineer, to prepare and file with the City Clerk the Assessment
Engineer's Annual Levy Report concerning drainage improvements proposed to be installed
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and/or maintained, and the levy and collection of assessments for the Areas as required by a0
provisions of the Assessment Law. c
SECTION 2. Areas Improvements: The maintenance of drainage improvements shall
include the furnishing of services and materials for the ordinary and usual maintenance,
operation, and servicing of the improvements.
SECTION 3. The City Clerk shall certify to the adoption of this Resolution.
PASSED, APPROVED, AND ADOPTED this 23rd day of May 2017.
MAYOR
ATTEST:
CITY CLERK
DATE:
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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 was duly adopted by the City Council of the City of Santa Clarita at a
regular meeting thereof, held on the 23rd day of May 2017, by the following vote:
AYES: COUNCILMEMBERS:
NOES: COUNCILMEMBERS:
ABSENT: COUNCILMEMBERS:
CITY CLERK
I
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RESOLUTION NO. 17-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
SANTA CLARITA, CALIFORNIA, DECLARING THE CITY'S INTENTION TO
LEVY ASSESSMENTS, PRELIMINARILY APPROVING AN ENGINEER'S REPORT,
AND APPOINTING A TIME AND PLACE FOR COMMENT (PUBLIC HEARING) ON
THE ENGINEER'S REPORT FOR THE CITY OF SANTA CLARITA DRAINAGE
BENEFIT ASSESSMENT AREA NOS. 3, 6, 18, 19, 20, 22, 2008-1, 2008-2, 2013-1,
2014-1, AND 2015-1 FOR FISCAL YEAR 2017-18
WHEREAS, the City Council of the City of Santa Clarita, California, has previously
formed a special maintenance district pursuant to the terms of the Benefit Assessment Act of
1982, Chapter 6.4 of Part 1, Division 2, Title 5 of the California Government Code, commencing
with Section 54703 (Act), said benefit assessment areas known and designated as Drainage
Benefit Assessment Area Nos. 3, 6, 18, 19, 20, 22, 2008-1, 2008-2, 2013-1, 2014-1, and 2015-1
(Areas); and
WHEREAS, the City Council of the City of Santa Clarita (City) is desirous to take
proceedings to provide for the annual levy of assessments for Fiscal Year 2017-18 to provide for
the costs and expenses necessary to pay for the maintenance of the drainage benefit
improvements in said Areas; and
WHEREAS, the assessment rate for Drainage Benefit Assessment Area Nos. 3, 20, 22,
2008-1, 2008-2, 2013-1, 2014-1, and 2015-1 are adequate to maintain the facilities, and Drainage
Benefit Assessment Area Nos. 6, 18, and 19 are not adequate to maintain the facilities; and
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WHEREAS, in order to maintain the facilities at a standard acceptable to the City, the co
assessments within the Areas will need to be levied for Fiscal Year 2017-18; and
WHEREAS, Proposition 218, the Right to Vote on Taxes Act, does hereby require that if
the assessment rate is to be increased, a notice of the proposed assessment along with a ballot
shall be mailed to all owners of identified parcels within the Areas, and that the agency shall
conduct a public hearing not less than 45 days after the mailing of said notice; and
WHEREAS, the assessments for Fiscal Year 2017-18 for Drainage Benefit Assessment
Areas Nos. 3, 6, 18, and 19 are not proposed to be increased from the previous year's
assessments, as the establishment of these Areas did not include a Consumer's Price Index (CPI)
escalation clause; and
WHEREAS, the assessments for Fiscal Year 2017-18 for Drainage Benefit Assessment
Areas Nos. 20, 22, 2008-1, 2008-2, 2013-1, 2014-1, and 2015-1 are not proposed to be increased
above the approved CPI; and
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WHEREAS, the CPI has been determined to be 1.97 percent calculated as the annual
change in the CPI, during the preceding year ending in December, for All Urban Consumers, for
the Los Angeles, Riverside, and Orange County areas; and
WHEREAS, notices and Assessment Ballots are not required if assessments are not
increased other than for the amount of the CPI; and
WHEREAS, Willdan Financial Services has prepared a preliminary Engineer's Report
(Report) generally containing the following:
a. Plans and specifications describing the general nature, location, and extent of the
improvements to be maintained; and
b. An estimate of the cost of the maintenance and/or servicing of the improvements for
the Areas for the referenced fiscal year; and
c. An assessment of the estimated costs of the maintenance and/or servicing, assessing
the net amount upon all assessable lots and/or parcels within the areas in proportion
to the benefits received. That upon completion of the preparation of said Report, the
original shall be filed with the City Clerk, who shall then submit the same to this
legislative body for its immediate review and consideration; and
WHEREAS, this City Council has examined and considered the Report, diagrams, and
assessments, and the proceedings prior thereto.
NOW, THEREFORE, the City Council of the City of Santa Clarita does hereby resolve
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as follows: w
SECTION 1. Recitals: That the above recitals are all true and correct.
SECTION 2. Declaration of Intention: That the public interest and convenience requires,
and it is the intention of this legislative body, to levy and collect assessments to pay the annual
costs and expenses for the installation, replacement, maintenance and/or servicing of the
improvements for the above referenced Areas. No new improvements or any substantial changes
in existing improvements or zones are proposed as a part of these proceedings.
SECTION 3. Fiscal Year: That the assessments as above authorized and levied for these
proceedings will provide revenue and relate to the Fiscal Year, commencing July 1, 2017, and
ending June 30, 2018.
SECTION 4. Preliminarily Approves Report: The City Council hereby finds that each
and every part of the Engineer's Report is sufficient, and the City Council hereby preliminarily
approves, passes on, and adopts the Engineer's Report as submitted to the City Council and filed
with the City Clerk. The preliminary report shall stand as the Engineer's Report for the purposes
of all subsequent proceedings pursuant to this Resolution of Intention.
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SECTION 5. Areas Improvements: The maintenance of drainage improvements shall
include the furnishing of services and materials for the ordinary and usual maintenance,
operation, and servicing of the improvements.
SECTION 6. Public Hearing: The City Council hereby appoints June 13, 2017, at
6:00 p.m., in the City of Santa Clarita, California as the time, place, and date of the Public
Hearing on the Report. At the hearing, the City Council shall hear and consider all discussion
regarding the proposed assessment as described in the Report.
SECTION 7. Adoption of Resolution: The City Clerk shall certify to the adoption of this
Resolution.
PASSED, APPROVED, AND ADOPTED this 23rd day of May 2017.
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 was duly adopted by the City Council of the City of Santa Clarita at a
regular meeting thereof, held on the 23rd day of May 2017, by the following vote:
AYES: COUNCILMEMBERS:
NOES: COUNCILMEMBERS:
ABSENT: COUNCILMEMBERS:
CITY CLERK
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MAYOR U.
ATTEST:
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CITY CLERK
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DATE:
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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 was duly adopted by the City Council of the City of Santa Clarita at a
regular meeting thereof, held on the 23rd day of May 2017, by the following vote:
AYES: COUNCILMEMBERS:
NOES: COUNCILMEMBERS:
ABSENT: COUNCILMEMBERS:
CITY CLERK
Packet Pg. 106
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RESOLUTION NO. 17-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
SANTA CLARITA, CALIFORNIA, INITIATING PROCEEDINGS FOR
THE LEVY AND COLLECTIONOF ASSESSMENTS FOR THE GOLDEN VALLEY
RANCH OPEN SPACE MAINTENANCE DISTRICT FOR FISCAL YEAR 2017-18
WHEREAS, the City Council of Santa Clarita, California, pursuant to the provisions of
the Landscaping and Lighting Act of 1972, being Division 15 of the Streets and Highways Code
of the State of California (Act), desires to initiate proceedings for the Golden Valley Ranch Open
Space Maintenance District (District) and for the levy and collection of assessments within the
proposed District for Fiscal Year 2017-18, for the purposes provided therefore in the Act; and
WHEREAS, the City Council has retained Willdan Financial Services, for the purpose of
assisting with the Annual Levy of the District, and to prepare and file a report with the City
Clerk in accordance with the Act.
NOW, THEREFORE, the City Council of the City of Santa Clarita does hereby resolve
as follows:
SECTION 1. Annual Levy Report: The City Council hereby orders Willdan Financial
Services, acting as Assessment Engineer, to prepare and file with the City Clerk the Assessment
Engineer's Annual Levy Report concerning the installation, construction, or maintenance of any z
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authorized improvements under the Act, and the levy and collection of assessments for the
District as required by the provisions of the Assessment Law.
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SECTION 2. District Improvements: The installation, construction, or maintenance of
any authorized improvements under the Act, including, but not limited to, landscape and °
irrigation improvements and any facilities which are appurtenant to any of the aforementioned or o
which are necessary or convenient for the maintenance or servicing thereof. d
SECTION 3. The City Clerk shall certify to the adoption of this Resolution.
PASSED, APPROVED, AND ADOPTED this 23rd day of May 2017.
MAYOR
ATTEST:
CITY CLERK
DATE:
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Packet Pg. 107
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 was duly adopted by the City Council of the City of Santa Clarita at a
regular meeting thereof, held on the 23rd day of May 2017, by the following vote:
AYES: COUNCILMEMBERS:
NOES: COUNCILMEMBERS:
ABSENT: COUNCILMEMBERS:
CITY CLERK
10.e
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RESOLUTION NO. 17-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
SANTA CLARITA, CALIFORNIA, DECLARING THE CITY'S INTENTION
TO LEVY ASSESSMENTS, PRELIMINARILY APPROVING AN ENGINEER'S
REPORT IN CONNECTION WITH THE GOLDEN VALLEY RANCH OPEN
SPACE MAINTENANCE DISTRICT FOR FISCAL YEAR 2017-18
WHEREAS, under the provisions of the Landscaping and Lighting Act of 1972, being
Division 15 of the Streets and Highways Code of the State of California (Act), the Golden Valley
Ranch Open Space Maintenance District (District) was approved by the property owners in
2004; and
WHEREAS, the City Council of the City of Santa Clarita (City) is desirous to take
proceedings to provide for the annual levy of assessments for Fiscal Year 2017-18 to provide for
the costs and expenses necessary to pay for the maintenance of the improvements in said
District; and
WHEREAS, the assessment rates are adequate to maintain the facilities; and
WHEREAS, in
order to maintain
the facilities
at a standard acceptable
to the
City, the
assessments within the
District will need
to be levied
for Fiscal Year 2017-18;
and
WHEREAS, Proposition 218, the Right to Vote on Taxes Act, does hereby require if the
assessment rate is to be increased, a notice of the proposed assessment, along with a ballot, shall
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be mailed to all owners of identified parcels within the District, and the agency shall conduct a
public hearing not less than 45 days after the mailing of said notice; and
WHEREAS, the assessments for Fiscal Year 2017-18 are not proposed to be increased
above the approved Consumer Price Index (CPI); and
WHEREAS, the CPI has been determined to be 1.97 percent calculated as the annual
change in the CPI, during the preceding year ending in December, for All Urban Consumers, for
the Los Angeles, Riverside, and Orange County areas; and
WHEREAS, notices and Assessment Ballots are not required if assessments are not
increased other than for the amount of the CPI; and
WHEREAS, Willdan Financial Services has prepared a preliminary Engineer's Report
(Report) generally containing the following:
a. Plans and specifications describing the general nature, location, and extent of the
improvements to be maintained;
Packet Pg. 109
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b. An
estimate of the
cost of the
maintenance and/or servicing of the improvements for
the
District for the
referenced
fiscal year;
c. An assessment of the estimated costs of the maintenance and/or servicing, assessing
the net amount upon all assessable lots and/or parcels within the District in proportion
to the benefits received. That upon completion of the preparation of said Report, the
original shall be filed with the City Clerk, who shall then submit the same to this
legislative body for its immediate review and consideration; and
WHEREAS, this City Council has examined and considered the Report, diagram, and
assessments, and the proceedings prior thereto.
NOW, THEREFORE, the City Council of the City of Santa Clarita does hereby resolve
as follows:
SECTION 1. Recitals: That the above recitals are all true and correct.
SECTION 2. Declaration of Intention: That the public interest and convenience requires,
and it is the intention of this legislative body, to levy and collect assessments to pay the annual
costs and expenses for the installation, replacement, maintenance and/or servicing of the
improvements for the above -referenced District. No new improvements or any substantial
changes in existing improvements are proposed as a part of these proceedings.
SECTION 3. Fiscal Year: That the assessments as above authorized and levied for these
proceedings will provide revenue and relate to the Fiscal Year, commencing July 1, 2017, and
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ending June 30, 2018.
SECTION 4. Preliminarily Approves Report: The City Council hereby finds that each
and every part of the Engineer's Report is sufficient, and the City Council hereby preliminarily
approves, passes on, and adopts the Engineer's Report as submitted to the City Council and filed
with the City Clerk. The preliminary report shall stand as the Engineer's Report for the purposes
of all subsequent proceedings pursuant to this Resolution of Intention.
SECTION 5. District Improvements: The installation, construction, or maintenance of
any authorized improvements under the Act, including, but not limited to, landscape and
irrigation improvements and any facilities which are appurtenant to any of the aforementioned,
or which are necessary or convenient for the maintenance or servicing thereof.
SECTION 6. Public Hearing: The City Council hereby appoints June 13, 2017, at
6:00 p.m., in the City of Santa Clarita, California as the time, place, and date of the Public
Hearing on the Report. At the hearing, the City Council shall hear and consider all discussion
regarding the proposed assessment as described in the Report.
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SECTION 7. Adoption of Resolution: The City Clerk shall certify to the adoption of this
Resolution.
PASSED, APPROVED, AND ADOPTED this 23rd day of May 2017.
MAYOR
ATTEST:
CITY CLERK
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STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) ss.
CITY OF SANTA CLARITA )co
I, Mary Cusick, City Clerk of the City of Santa Clarita, do hereby certify that the o
foregoing Resolution was duly adopted by the City Council of the City of Santa Clarita at a '
regular meeting thereof, held on the 23rd day of May 2017, by the following vote:
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AYES: COUNCILMEMBERS:
NOES: COUNCILMEMBERS:
ABSENT: COUNCILMEMBERS:
CITY CLERK
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RESOLUTION NO. 17-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
SANTA CLARITA, CALIFORNIA, DECLARING ITS INTENTION TO
LEVY ANNUAL ASSESSMENTS FOR FISCAL YEAR 2017-18 WITHIN
THE SANTA CLARITA TOURISM MARKETING DISTRICT
WHEREAS, the City of Santa Clarita (City) is a general law City organized and existing
under the laws of the State of California; and
WHEREAS, the Parking and Business Improvement Area Law of 1989, Section 36500 et
seq. of the Streets and Highways Code of the State of California, authorizes the City to levy
assessments on businesses within a parking and business improvement area which is in addition
to any assessments, fees, charges, or taxes imposed in the City and to use such proceeds for the
benefit of businesses within such parking and business improvement area pursuant to said
Parking and Business Improvement Area Law of 1989 (1989 BID Law); and
WHEREAS, the City Council of the City of Santa Clarita on May 25, 2010, pursuant to
Ordinance No. 10-4 established the Tourism Marketing District (TMD) and a Hotel Tourism
Marketing Benefit Zone (Benefit Zone); and
WHEREAS, pursuant to Section 36533 of the 1989 BID Law, the Advisory Board for the
TMD has caused a report (Annual Report) to be prepared and filed with the City Clerk, which
describes the improvements and activities for which assessments are to be levied and collected
for Fiscal Year 2017-18, and this Annual Report has been presented to the City Council for
review and approval; and
WHEREAS, the City Council intends to levy and collect assessments within the Benefit
Zone of the TMD for Fiscal Year 2017-18 and by this resolution fixes a time and place for a
public hearing to be held by the City Council on the levy of the annual assessment for Fiscal
Year 2017-18 pursuant to Section 36535 of the 1989 BID 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. Declaration of Intention: Pursuant to the 1989 BID Law, the City Council
hereby declares its intention to levy and collect assessments on businesses within the Hotel
Tourism Marketing Benefit Zone of the TMD for Fiscal Year 2017-18, which commences July 1,
2017, to pay for the improvements, services and activities authorized by Ordinance No. 10-4 and
described in the Annual Report filed with the City Clerk.
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SECTION 3. Boundaries: For Fiscal Year 2017-18, the boundaries of the TMD which
includes all of the real property within the City of Santa Clarita; and the Hotel Tourism
Marketing Benefit Zone which is inclusive of the hotels now operating in the City and identified
and attached hereto as "Exhibit A," shall be unchanged from the boundaries established by
Ordinance No. 10-4.
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SECTION 4. Exemption of Newly Established Business: The City Council proposes to
annually levy assessments against all businesses in the Benefit Zone in accordance with the o
proposed system of assessments as set forth on the attached "Exhibit B," and as such has
determined that the assessments on newly established hotels shall commence immediately upon U
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the first day of operation and after the public hearing for inclusion of such property. w
SECTION 5. Use of Assessment Revenues: That the proposed uses of the revenues LL
derived from charges levied against businesses in the Benefit Zone for Fiscal Year 2017-18 U)
generally include, but are not limited to, the following: w
a) Promoting the identity of Santa Clarita through financial support of key regional and
national events that support tourism and result in an economic impact; and
b) Developing and implementing a destination marketing strategy and promotions
targeting potential hotel guests; and
c) Developing and undertaking an advertising and public relations program focusing on
the business and leisure travel trade; and
d) Subsidization of high-quality, high -economic impact events; and N
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e) Annual operation expenses including but not limited to annual district administration
functions and expenses, printing, postage, and meetings; and o
f) Support and funding of the Summer Trolley program; and
g) Attendance at key meeting and consumer trade shows.
SECTION 6. Method of Assessment: In addition to any assessments, fees, charges, or W
taxes imposed otherwise in the City, the City Council proposes to levy assessments against
businesses in the Benefit Zone in Fiscal Year 2017-18 for the purpose of funding the programs, N
activities, and services that will promote the City and hotels as a tourist destination. A a
description of the proposed system of assessments is set forth on "Exhibit B."
SECTION 7. Annual Report: The City Council hereby approves the Annual Report for
Fiscal Year 2017-18 as submitted to the City Clerk or as amended herein by City Council r
direction. Said Annual Report as submitted or amended provides a full and sufficient description
of the improvements, services, and activities to be funded by the assessments for Fiscal Year
2017-18; the boundaries of the TMD and the Benefit Zone within the TMD, and the proposed
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assessments
to be levied upon the businesses within the
TMD for that fiscal year.
Said report as
submitted or
amended is by reference made part of this
resolution.
SECTION 8. Public Hearing: A public hearing concerning the 2017-18 levy of annual
assessments for the TMD Benefit Zone will be held on June 13, 2017, at 6:00 p.m., or as soon
thereafter as the matter can be heard at the City Council's regularly held meeting, located at
23920 Valencia Boulevard, Santa Clarita. At the public hearing, written and oral protests may be
presented to the City Council. The form and manner of protests shall comply with Sections o
36524 and 36525 of the 1989 BID Law, which generally establish that if written protests are
received from the owners of businesses that will pay 50 percent or more of the assessments to be w
levied and protests are not withdrawn so as to reduce the protests to less than that 50 percent, no w
further proceedings to levy the proposed assessment shall be taken for a period of one year from
the date of the finding of a majority protest by the City Council. If the majority protest is only U.
against the furnishing of a specified type or types of improvement or activity, those types of U)
improvements or activities shall be eliminated. Every written protest shall be filed with the w
Clerk at or before the time fixed for the public hearing. The City Council may waive any w
irregularity in the form or content of any written protest and at the public hearing may correct w
minor defects in the proceedings. A written protest may be withdrawn in writing at any time y
before the conclusion of the public hearing.
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SECTION 9. Notice of Hearing: Pursuant to Section 36534 of the 1989 BID Law, the City
Clerk is hereby directed to give notice of the public hearing by causing the Resolution of
Intention to be published once in a newspaper of general circulation in the City not less than
seven days before the public hearing scheduled for June 13, 2017.
PASSED, APPROVED, AND ADOPTED this 23rd day of May 2017. N
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MAYOR
ATTEST:
CITY CLERK
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STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) ss
CITY OF SANTA CLARITA 1
I, Mary Cusick, City Clerk of the City of Santa Clarita, do hereby certify that the foregoing
Resolution was duly adopted by the City Council of the City of Santa Clarita at a regular meeting
thereof, held on the 23rd day of May 2017, by the following vote:
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Exhibit A
SANTA CLARITA
TOURISM MARKETING DISTRICT
HOTEL TOURISM MARKETING BENEFIT ZONE
Hotels in Fiscal Year 2017-18
The following is a list of hotels now operating, or proposed to operate, in the Tourism Marketing
District, and specifically the Hotel Tourism Marketing Benefit Zone for Fiscal Year 2017-18.
Best Western Valencia Inn
27413 Wayne Mills Place
Santa Clarita, CA
Holiday Inn Express
27513 Wayne Mills Place
Santa Clarita, CA
Courtyard by Marriott
28523 Westinghouse Place
Santa Clarita, CA
Embassy Suites
28508 Westinghouse Place
Santa Clarita, CA
Hyatt Regency Valencia
24500 Town Center Drive
Santa Clarita, CA
(Assessor #--2861071009)
(Assessor #--2861071008)
(Assessor #--2866034080)
(Assessor #--2866034083)
(Assessor #--2861062020)
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Exhibit B
SANTA CLARITA
TOURISM MARKETING DISTRICT
HOTEL TOURISM MARKETING BENEFIT ZONE
Proposed System of Assessment (Methodology)
The proposed system of assessments is designed to generate revenue from hotels in the City to
provide a method of funding public programs and activities that will promote the City and hotels
as a tourist destination. The City's hotels comprise the Benefit Zone and are the only business
proposed to be assessed. An annual assessment is to be levied against hotels based on the
benefits they derive from the program of activities. Businesses located outside the Benefit Zone
(i.e., all non -hotel businesses) would not be assessed as they derive only, at most, an indirect
benefit from the program of activities.
Any modification to the Benefit Zone or program of activities for which the assessments are
proposed to be levied would be subject to notification of all businesses within the Area and a
public hearing before the City Council. At such public hearing, the City Council shall hear all
protests and receive evidence, including written protests, for and against such modification.
Each business
in the Benefit Zone shall pay a charge of 2
percent of total room rents charged and
received from
transient hotel guests who do not make the
hotel their principal
place of residence.
Once the system of charges is established, it cannot be changed without written notice to all
businesses in the Area and a public hearing held by the City Council. At such public hearing, the
City Council shall hear all protests and receive evidence, including written protests, for and
against such changes.
Charges will be collected by the City of Santa Clarita, with the funds being remitted to a special
fund of the City for expenditure in accordance with its adopted annual budget as presented by the
Advisory Committee appointed by the City Council.
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LMD Zone
Zone Name
FY 13/14
Applied Rate
FY 14/15
Applied Rate
FY 15/16
Applied Rate
FY 16/17
Applied Rate
Proposed
FY 17/18
Applied Rate
FY 17/18 Max
Rate
Net Applied
Rate Chang e
from FY
16/17
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FY 17/18 w o n iv c
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Applied Rate ti a a
Variance fromF y Q ti ° o a
Maximum a m �°�} y y Q o
Rate °U ° Q v Q 4
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Golden Valley Centex
$ 32.50
$ 66.43
$ 66.49
$32.50
$32.50
$69.18
$0.00
($36.68)
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2
2
Edwards Cinema - Parkways
$ 28.00
$0.00
$0.00
$0.00
$0.00
$2,995.33
$0.00
($27995.33)
X
X
3
3
Sierra Heights
$ 630.00
$ 630.00
$ 630.00
$630.00
$0.00
$688.20
($630.00)
($688.20)
X
X
X
3A
Sierra Heights
$ 200.00
$ 25.00
$ 200.00
$25.00
$0.00
$268.33
($25.00)
($268.33)
X
X
X
4
4
Via Princessa/Sierra Hwy
$ 205.64
$ 205.64
$ 111.25
$111.25
$0.00
$215.32
($111.25)
($215.32)
X
X
X
5
Sunset Hills
$ 865.00
$ 865.00
$0.00
$432.50
$441.02
$13260.75
$8.52
($819.73)
X
X
5
5A
ISunset Hills
$ 583.00
$ 583.00
$0.00
$291.50
$297.25
$849.77
$5.75
($552.52)
X
6
1 6
lCanyon Crest
$ 425.00
$ 425.00
$ 425.00
$200.00
$175.00
$568.96
($25.00)
($393.96)
X
7
7
JCreekside
$ 255.86
$ 255.86
$ 220.35
$210.00
$200.00
$267.90
($10.00)
($67.90)
X
�X
8
7A
Woodlands
$0.00
$0.00
$0.00
$0.00
$0.00
$236.52
$0.00
($236.52)
X
X
9
8
Ackerman Avenue
$ 214.90
$ 214.90
$ 214.90
$220.67
$225.01
$225.01
$4.34
$0.00
X
X
10
15
River Village
$ 431.86
$ 646.86
$ 880.00
$750.00
$700.00
$1,009.47
($50.00)
($309.47)
X
X
11
16
Valencia Industrial Center
$ 30.00
$ 30.00
$ 24.49
$15.00
$15.00
$33.74
$0.00
($18.74)
X
12
17
Bouquet/RailroadAve
$ 80.84
$ 81.28
$ 81.35
$83.01
$83.01
$84.65
$0.00
($1.64)
X
X
13
18
Town Center / Creekside
$ 188.03
$ 193.25
$ 129.30
$125.00
$160.00
$201.26
$35.00
($41.26)
X
X
X
14
19
Bridgeport / Bouquet
$ 59.28
$ 76.76
$ 76.84
$78.40
$79.94
$79.94
$1.54
$0.00
X
X
15
20
Golden Valley Ranch - Com
$ 320.47
$ 320.47
$ 320.47
$600.00
$600.00
$33135.72
$0.00
($2,535.72)
X
16
21
Golden Valley Ranch - Res
$ 12.68
$ 220.00
$ 220.00
$600.00
$600.00
$1,925.61
$0.00
($1,325.61)
X
X
17
22
HMNMH
$ 200.00
$ 175.00
$ 100.58
$85.00
$85.00
$279.16
$0.00
($194.16)
X
18
23
Montecito
$ 49.14
$ 49.41
$ 49.45
$50.46
$51.45
$51.45
$0.99
$0.00
X
X
19
24
Canyon Gate
$ 642.35
$ 250.00
$0.00
$0.00
$0.00
$687.52
$0.00
($687.52)
X
X
20
25
Valle Di Oro
$ 42.64
$ 82.64
$ 82.64
$102.64
$100.00
$166.60
($2.64)
($66.60)
X
X
21
26
Centre Pointe
$ 85.88
$ 85.88
$ 42.94
$22.94
$20.00
$91.92
($2.94)
($71.92)
X
X
22
27
Circle J. Ranch
$ 707.40
$ 700.00
$ 260.49
$300.00
$300.00
$757.14
$0.00
($457.14)
X
23
28
Newhall
$ 74.63
$ 74.63
$ 75.12
$76.63
$78.14
$78.14
$1.51
$0.00
X
X
24
29
Villa Metro
N/A
$ 228.59
$ 228.59
$234.72
$239.34
$239.34
$4.62
$0.00
X
25
30
Penlon
N/A
N/A
$ 212.99
$217.53
$221.81
$221.81
$4.28
$0.00
X
26
31
Five Knolls
N/A
N/A
$ 648.50
$663.20
$676.25
$676.25
$13.05
$0.00
X
X
27
2008-1
Major Thoroughfare Medians
$ 62.46
$ 62.46
$ 62.86
$64.14
$65.39
$65.39
$1.25
$0.00
X
X
28
T1
Faircliff
$ 4,000.00
$ 41000.00
$0.00
$0.00
$0.00
$8,480.17
$0.00
($87480.17)
X
X
29
T2
Old Orchard
$ 181.04
$ 181.04
$ 181.04
$184.72
$184.72
$193.77
$0.00
($9.05)
X
30
T3
Valencia Hills
$ 331.65
$ 331.65
$ 331.65
$331.65
$200.00
$402.38
($131.65)
($202.38)
X
X
T313
JValencia Hills Trees
$ 31.32
$ 31.32
$ 31.32
$31.32
$31.32
$38.00
$0.00
($6.68)
X
31
1 T4
Ivaiencia Meadows
$ 144.00
$ 144.00
$ 144.00
$144.00
$144.00
$221.20
$0.00
($77.20)
X
32
T5
Valencia Glen
$ 203.97
$ 203.97
$ 203.97
$203.97
$203.97
$222.73
$0.00
($18.76)
X
33
T6
Valencia South Valley
$ 232.18
$ 232.18
$ 232.18
$232.18
$232.18
$248.51
$0.00
($16.33)
X
34
T7
Valencia Central & North Valley
$ 244.34
$ 244.34
$ 244.34
$244.34
$244.34
$261.52
$0.00
($17.18)
X
X
35
T8
Valencia Summit
$ 513.47
$ 516.24
$ 516.76
$527.25
$537.63
$537.63
$10.38
$0.00
X
X
36
T17
Rainbow Glen
$ 509.02
$ 509.02
$ 509.02
$509.02
$509.02
$532.98
$0.00
($23.96)
X
10.h
Q
in
U
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Packet Pg. 118
d
`o
N
o
�*
LMD Zone
Zone Name
FY 13/14
Applied Rate
FY 14/15
Applied Rate
FY 15/16
Applied Rate
FY 16/17
Applied Rate
Proposed
FY 17/18
Applied Rate
FY 17/18 Max
Rate
Net Applied
Rate Chane
g
from FY
16/17
co
FY 17/18 t o
y F �C n a J 3
Applied Rate ti a
Variance from F y Q ti ° o a
Maximum a m �°�} y y Q o
Rate °U ° Q v Q 4
4,U C
N
37
T20
EI Dorado Village
$ 300.00
$ 300.00
$ 300.00
$300.00
$300.00
$300.00
$0.00
$0.00
X
X
T23
Mountain View Slopes
$ 620.00
$ 620.00
$ 620.00
$620.00
$620.00
$715.78
$0.00
($95.78)
X
38
T23-1
Mountain View Slopes
$ 310.00
$ 310.00
$ 310.00
$310.00
$310.00
$414.73
$0.00
($104.73)
X
T23-2
Mountain View Slopes
$ 310.00
$ 310.00
$ 310.00
$310.00
$310.00
$414.73
$0.00
($104.73)
X
39
T23A
Mountain View Condos
$ 799.49
$ 799.49
$ 799.49
$799.49
$837.11
$837.11
$37.62
$0.00
X
X
40
T23B
Seco Villas
$ 674.80
$ 678.44
$ 679.12
$692.91
$706.55
$706.55
$13.64
$0.00
X
X
41
T29
American Beauty
$ 280.00
$ 280.00
$ 280.00
$250.00
$225.00
$380.93
($25.00)
($155.93)
X<
T31-1
Shangri-La
$ 11125.99
$ 11125.99
$ 17125.99
$17125.99
$17100.99
$1,205.16
($25.00)
($104.17)
X
;+
42
T31 -1A
Shangri-La
$ 390.23
$ 415.23
$ 465.23
$538.37
$513.36
$548.97
($25.01)
($35.61)
X
T31-2
Shangri-La
$ 77026.59
$ 77026.59
$ 77026.59
$77026.59
$77165.01
$7,520.63
$138.42
($355.61)
X
X
43
T33
Canyon Park
$ 200.00
$ 250.00
$ 250.00
$200.00
$200.00
$300.00
$0.00
($100.00)
X
X
44
T44
Bouquet Canyon
$ 300.00
$ 300.00
$ 300.00
$300.00
$300.00
$300.00
$0.00
$0.00
X
X
45
T46
INorthbridge
$ 700.00
$ 675.00
$ 614.35
$614.35
$675.00
$850.47
$60.65
($175.47)
X
X
46
T47
Northpark
$ 399.14
$ 401.30
$ 401.69
$409.85
$417.92
$417.92
$8.07
$0.00
X
X
47
T48
Shadow Hills
$ 455.00
$ 455.00
$ 455.00
$455.00
$455.00
$455.00
$0.00
$0.00
X
X
48
T51
Valencia High School
$ 470.00
$ 500.00
$ 500.00
$550.00
$550.00
$591.43
$0.00
($41.43)
X
49
T52
Stonecrest (Lower)
$ 819.16
$ 823.58
$ 824.41
$841.14
$857.71
$857.71
$16.57
$0.00
X
X
50
T62
Canyon Heights
$ 600.00
$ 600.00
$ 600.00
$600.00
$600.00
$600.00
$0.00
$0.00
X
X
51
T65
Fair Oaks
$ 532.00
$ 515.00
$0.00
$0.00
$0.00
$994.68
$0.00
($994.68)
X
X
52
T65A
Fair Oaks Ranch
$ 400.00
$ 390.00
$0.00
$0.00
$0.00
$594.12
$0.00
($594.12)
X
X
53
T65B
Fair Oaks Park
$ 206.60
$ 206.60
$ 206.00
$0.00
$0.00
$216.32
$0.00
($216.32)
X
X
54
T67
Miramontes
$ 400.00
$ 550.00
$ 550.00
$500.00
$500.00
$883.12
$0.00
($383.12)
X
T68 -Res
West Creek Residential
$ 97.36
$ 97.36
$ 109.84
$ 112.60
$114.82
$114.82
$2.22
$0.00
X
`Xi
55
T68 -Com
West Creek Commercial
$ 109.47
$ 109.47
$ 125.17
$ 128.31
$130.83
$130.83
$2.52
$0.00
X
X
T69 -Res
West Hills Residential
$ 488.72
$ 488.72
$ 395.13
$ 395.13
$0.00
$633.72
($395.13)
($633.72)
X
X
X
T69 -Com
West Hills Commercial
$ 501.22
$ 501.22
$ 425.87
$ 425.87
$0.00
$617.60
($425.87)
($617.60)
X
X
X
56
T69 -Res
West Hills Residential (MWD)
$ 12.01
$ 12.01
$ 57.45
$ 57.45
$58.58
$442.51
$1.13
($383.93)
X
X
X
T69 -Com
West Hills Commercial (MWD)
$ 14.21
$ 14.21
$ 71.73
$ 71.73
$73.14
$496.40
$1.41
($423.26)
X
X
X
57
T71
Haskell Canyon Ranch
$ 500.00
$ 585.97
$ 586.55
$598.45
$598.45
$610.25
$0.00
($11.80)
X
T77
West Creek Park
$ 63.53
$ 63.53
$ 71.39
$ 73.18
$0.00
$74.62
($73.18)
($74.62)1
X
I X
I X
58
T77 -MWD
MWD - West Creek Park
$ 16.58
$ 16.58
$ 79.31
$ 79.31
$80.87
$155.95
$1.56
1 ($75.08)
X
I
I
X
X
This table illustrates measurable criteria used to recommend the FY 17/18 LIVID rates.
The most important criteria
is the financial health of each zone's reserve. Our goal is to have 50%
of a zones' operating
cost in "reserve" and identify funds to be used in support of future capital reserve
needs. The City's standard
identifies the ratio we strive for in the following formula: total reserve
is equal to one year's
assessment. Where the reserve meets this criteria, the reserve goal is considere
"met". And where the reserve fails to meet this criteria, the reserve goal is considered "unmet".
Zones
(64%) -
* 40 of 58 Zones (69%) - Levied less than the maximum
o 11
of 58
Zones
(19%) -
Levy reduced from FY 16/17
* 9 of 58 Zones (16%) - Zero levy assessment
o 37
of 58
Zones
(64%) -
Reserve goal accomplished
10.h
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Packet Pg. 119
City of Santa Clarlta
Engineer's Report
Landscaping and Lighting District
Fiscal year 2017/2018
Intent
Meeting:
May
23,
2017
Public
Hearing:
June
13,
2017
Prepared on: May 15, 2017
*WILLDAN
Financial Services
CITY OF SANTA CLARITA
SANTA CLARITA LANDSCAPING AND LIGHTING DISTRICT
ENGINEER'S REPORT
CERTIFICATE
This Report describes the District including the improvements, budgets, parcels and
assessments to be levied for fiscal year 2017/2018, as they 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 the Districts. The
undersigned respectfully submits the enclosed Report as directed by the City Council.
Dated this day of , 2017.
Bv:
Stacee Reynolds
Senior Project Manager
District Administration Services
Willdan Financial Services
Assessment Engineer
By:
Richard Kopecky
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 ,
2017.
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 , 2017.
By:
Mary Cusick, City Clerk
City of Santa Clarita
Los Angeles County, California
TABLE OF CONTENTS
TABLE OF CONTENTS 1
/, OVERVIEW 1
A.
INTRODUCTION
1
B.
EFFECT OF PROPOSITION 218
3
C.
ANNUAL CONSUMER PRICE INDEX ADJUSTMENT
4
A
PLANS AND SPECIFICATION
5
A.
IMPROVEMENTS AUTHORIZED BY THE 1972 ACT
5
B.
DESCRIPTION OF IMPROVEMENTS TO BE MAINTAINED AND SERVICED
6
Landscaping Improvements
6
Streetlighting Improvements
9
C.
CAPITAL IMPROVEMENT PROJECTS
10
ESTIMATE OF COSTS
12
Landscaping Budgets
13
Streetlighting Budget
16
IV
METHOD OF APPORTIONMENT OF ASSESSMENT
17
A.
GENERAL
17
B.
REASON FOR THE ASSESSMENT
17
C.
SPECIAL BENEFIT ANALYSIS
17
Landscaping Benefits
18
Streetlighting Improvement Benefits
19
D.
GENERAL BENEFITS
20
E.
APPORTIONMENT METHODOLOGY
21
Landscaping Methodology
21
Streetlighting Methodology
25
F.
ASSESSMENT RATES AND ANNUAL LEVY
27
Landscaping Zones
27
Streetlighting Zones
31
Y
ASSESSMENT ROLL
34
K ASSESSMENT DIAGRAM 35
APPENDIX
Landscaping Improvements
WILLDAN
Financial Services
/, OVERVIEW
A. INTRODUCTION
The City of Santa Clarita (the "City"), under the provisions of the Landscaping and Lighting
Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code (the "1972
Act') and the provisions of the California Constitution Article XIII D enacted by Proposition
218 (the "Constitution"), has annually levied and collect special assessments for the City's
maintenance assessment districts designated as:
• Streetlight Maintenance District No. 1
("SMD
No.1"
previously LLA -1);
• Landscape Maintenance District No. 1
("LIVID
No.
1"); and
• Landscape Maintenance District No. T1 ("LIVID No. TV)
(collectively referred to as the "Existing Districts'). Collectively, these three Existing
Districts incorporate and are inclusive of Streetlighting Zones A and B, and Landscaping
Zones 1, 2, 3, 3A, 41 51 5A, 61 73 7A3 81 15, 16, 173 183 19, 20, 213 227 23, 24, 25, 26, 273
28, 29, 30,317 2008-11 T2, T3,T313, T4, T51 T67 T71 T81 T171 T20, T23, T23 -A, T23-13, T295
T31, T33, T44, T463 T471 T481 T511 T521 T621 T65, T65 -A, T65-13, T67, T683 T691 T711
T77 and T1 (the "Zones).
Being the legislative body for the Existing Districts, pursuant to Chapter 2, Article 2,
Section 22605 of the 1972 Act, for Fiscal Year 2017/2018, the City Council as part of these
proceedings is consolidating the three Existing Districts including the Zones therein into a
single assessment district to be designated as:
Santa Clarita Landscaping and Lighting District
(the "District'),
to provide and maintain
various
landscaping
and lighting improvements
throughout the
City that provide special
benefits
to properties
within the District.
In accordance with the 1972 Act, the new District will retain the Zone designations, Zone
boundaries, methods of apportionment and authorized maximum assessments for each
Zone previously established within the Existing Districts to address variations in the
nature, location, and extent of the improvements that provide special benefits to parcels
within the City. Within the boundaries of the District, parcels are assigned to various Zones
each of which is associated with a set of improvements and/or type of improvements that
provide special benefit to properties within that Zone. The landscaping improvements are
generally located within the right of ways and easements of the respective Landscaping
Zones and streetlights locations associated with the Streetlighting Zones are included on
lighting inventory maps available for inspection at the City.
This Engineer's Report (the `Report") has been prepared pursuant to Chapter 1, Article 4,
Chapter 3 and Chapter 5 of the 1972 Act, and presented to the City Council for their
consideration and approval of the proposed improvements and services to be provided
within the District and the levy and collection of annual assessments related thereto for
Fiscal Year 2017/2018 and includes all Zones previously established. This Report includes
all annexations to the Streetlight and landscape Zones which have been approved by the
City Council to date. In the time since adoption of the Fiscal Year 2016-17 Annual Levy
of the District, the City Council has approved and ordered the annexation of parcels into
the District as part of the creation of Landscaping Zone 32. As part of these previous
Fiscal Year City of Santa Clarita Engineer's Report
2017/2018 Landscaping and Lighting District Page 1
WILLDAN
Financial Services
actions the Council authorized the Fiscal Year 2017-18 levy and collection of assessments
related to these specific parcels within the District.
If any section, subsection, sentence, clause, phrase, portion, zone, or subzone of this
Report is, for any reason, held to be invalid or unconstitutional by the decision of any court
of competent jurisdiction, such decision shall not affect the validity of the remaining
provisions of the Report and each section, subsection, subdivision, sentence, clause,
phrase, portion, zone, or subzone thereof, irrespective of the fact that any one or more
sections, subsections, sentences, clauses, phrases, portions, zones, or subzones might
subsequently be declared invalid or unconstitutional.
Although included in the listing and descriptions of the Zones within this District,
Landscaping Zone T1 (District No. T1A) was originally created by the County of Los
Angeles under the provisions of the Improvement Act of 1911, prior to the transfer of
jurisdiction to the City. Ad -valorem revenue is collected directly from property taxes to fund
the landscaping improvement associated with this area of the City. The collection of this
ad -valorem revenue each fiscal year requires no City Council action, but is referenced in
this Report as part of the Landscaping maintenance program within the City.
Prior to Fiscal Year 1998/1999, streetlight services in the City of Santa Clarita were
provided and funded by two contiguous special districts administered by the County of Los
Angeles, which included County Lighting Maintenance District ("CLMD 1867") that was
funded by ad -valorem property tax revenues pursuant to the Improvement Act of 1911,
and County Lighting District LLA -1 that was formed in July 1979 after the passage of
Proposition 13 and funded by assessments pursuant to the 1972 Act. Upon incorporation
of the City in 1987, a Santa Clarita Zone was established by the County specifically for
the area within the City's boundaries incorporating CLMD 1867 and County Lighting
District LLA -1 which covered the greater portion of the City.
In July 1998, the two County streetlighting districts were transferred to the jurisdiction of
the City as Streetlight Maintenance District No. 1 ("District") (previously County Lighting
District LLA -1) and Streetlight Maintenance District No. 2 (previously CLMD 1867). Upon
the effective date of the transfer, the City assumed total responsibility for the maintenance
contract under which Southern California Edison provides the required services and the
City Council became the legislative body for acting as the governing body for the operation
and administration of the districts.
In 2016, additional parcels located within three (3) developments were annexed from Los
Angeles County to the City. All parcels within these developments were annexed into the
existing Streetlight Maintenance District. The developments and LAFCO (Local Agency
Formation Commission) annexation approval dates are as follows:
• West
Creek
Copperhill Village
— November 15, 2016
• West
Creek
Canyon Estates —
November 15, 2016
• West
Creek
Park — November
15, 2016
Like Landscaping Zone T1 (District No. T1A), the collection of the ad -valorem revenue
each fiscal year associated with Streetlight Maintenance District No. 2 (previously CLMD
1867) requires no City Council action, but is referenced in this Report as part of the
streetlighting maintenance program within the City. In future years, as territory is annexed
into the City, annexation to Zone B of the District will be a condition of annexation to the
Fiscal Year City of Santa Clarita Engineer's Report
2017/2018 Landscaping and Lighting District Page 2
WILLDAN
Financial Services
City. However it is not clear at this time, whether the City can collect ad -valorem on any
new annexations to the City.
Annually, the City establishes the assessments for each Zone based on the special benefit
received by the properties in that Zone and the associated net special benefit expenses.
These special benefit expenses are based on the historical and estimated costs to
maintain the improvements that provide direct and special benefits to properties within
each Zone of the District and include all expenditures, deficits, surpluses, revenues, and
reserves. Each parcel is assessed proportionately for only those improvements provided
and for which the parcel receives special benefits.
Following consideration of all public comments and written protests at a noticed public
hearing and review of the Report, the City Council may order amendments to the Report
or confirm the Report as submitted. Following final approval of the Report and confirmation
of the assessments, the Council may order the levy and collection of assessments for
Fiscal Year 2017/2018 pursuant to the 1972 Act. Once the levy is approved, the
assessment information will be submitted to the County Auditor -Controller and included
on the property tax roll for each benefiting parcel for Fiscal Year 2017/2018.
B. EFFECT OF PROPOSITION 218
On November 5 1996, the electorate approved Proposition 218, Right to Vote on Taxes
Act, which added Articles XIIIC and MID to the California Constitution. The Article MID
affects all assessments upon real property for a special benefit conferred on the property.
Assessments imposed under the Landscaping and Lighting Act of 1972 are these types
of benefit assessments.
The provisions of Proposition 218 can be summarized in four general areas:
1. Strengthens the general and special tax provisions of Propositions 13 and 62;
2. Extends the initiative process to all local taxes, assessments, fees and charges;
3. Adds substantive and procedural requirements to assessments; and
4. Adds substantive and procedural requirements to property -related fees and charges.
Prior to Proposition 218, property owners petitioned to be annexed into one or more of the
Existing Districts and were annexed to the appropriate Zones or established as new Zones
in those districts. After the passage of Proposition 218, inclusion of various developments
and parcels to the districts included the balloting of the property owners of record in
compliance with Proposition 218. Likewise, Zones and parcels subject to a proposed new
or increased assessment were ballotted for those new or increased assessments in
accordance with Article XIIID of the Constitution.
The process of consolidating the Existing Districts into the Santa Clarita Landscaping and
Lighting District does not facilitate any changes to the Zones or assessments previously
established and this Report does not propose to increase the assessments for any Zones
within the District, above the previously approved annual Consumer Price Index ("CPP')
adjustment as described below in Section C. Any new or increased assessments for Fiscal
Year 2017/2018 other than the CPI adjustment, if any, have been addressed in separate
protest ballot proceedings and related Reports approved by prior Council action at prior
Fiscal Year City of Santa Clarita Engineer's Report
2017/2018 Landscaping and Lighting District Page 3
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Financial Services
Council meetings. Any subsequent increases in the assessments, as defined by
Government Code Sections 53750-53756 (Proposition 218 Omnibus Implementation Act),
will be subject to the procedures and approval process of Section 4 of Article XIIID.
C. ANNUAL CONSUMER PRICE INDEX ADJUSTMENT
With the exceptions of Streetlighting Zone A, and Landscaping Zones T20, T331 T441 T48
and T62, the authorized maximum assessment rates for each Zone includes an annual
cost of living adjustment based on the annual percentage change in the Consumer Price
Index (CPI). This annual adjustment to the maximum assessment rates authorized is
defined as follows:
The 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).
For Fiscal Year 2017/2018, the applicable CPI increase during the preceding year and
applied to the applicable Zone maximum assessment rates is 1.97%.
Fiscal Year City of Santa Clarita Engineer's Report
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Financial Services
//. PLANS AND SPECIFICATION
A. IMPROVEMENTS AUTHORIZED BY THE 1972 ACT
As applicable or may be applicable to this District, the 1972 Act defines improvements to
mean one or any combination of the following:
• The installation or planting of landscaping.
• The installation or construction of statuary, fountains, and other ornamental structures
and facilities.
• The installation or construction of public lighting facilities, including, but not limited to,
traffic signals.
• The installation or construction of any facilities which are appurtenant to any of the
foregoing or which are necessary or convenient for the maintenance or servicing
thereof, including, but not limited to, grading, clearing, removal of debris, the
installation or construction of curbs, gutters, walls, sidewalks, or paving, or water,
irrigation, drainage, or electrical facilities.
• The installation of park or recreational improvements, including, but not limited to, all
of the following:
➢ Land preparation, such as grading, leveling, cutting and filling, sod, landscaping,
irrigation systems, sidewalks, and drainage.
➢ Lights, playground equipment, play courts, and public restrooms.
• The maintenance or servicing, or both, of any of the foregoing.
• The acquisition of land for park, recreational, or open -space purposes.
• The acquisition of any existing improvement otherwise authorized pursuant to this
section.
• Incidental expenses associated with the improvements 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 publishing, posting and mailing of notices;
• Compensation payable to the County for collection of assessments;
• Compensation of any engineer or attorney employed to render services;
• 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.
Fiscal Year City of Santa Clarita Engineer's Report
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Financial Services
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:
Repair, removal, or replacement of all or any part of any improvement.
• Providing for the life, growth, health, and beauty of landscaping, including cultivation,
irrigation, trimming, spraying, fertilizing, or treating for disease or injury.
The removal of trimmings, rubbish, debris, and other solid waste.
• The cleaning, sandblasting, and painting of walls and other improvements to remove
or cover graffiti.
B. DESCRIPTION OF IMPROVEMENTS TO BE MAINTAINED AND SERVICED
Landscaping Improvements
The improvements installed, maintained and serviced within the Landscaping Zones are
generally described as improvements within public rights-of-way and dedicated landscape
easements within various tracts and on individual parcels located throughout the City
including, but not limited to: landscaping, planting, shrubbery, trees, grass, other
ornamental vegetation, irrigation systems, hardscapes and fixtures; statuary, fountains
and other ornamental structures and facilities; public lighting facilities; facilities which are
appurtenant to any of the foregoing or which are necessary or convenient for the
maintenance or servicing thereof, including, but not limited to, clearing, removal of debris,
the installation or construction of curbs, gutters, walls, sidewalks, or paving, or water,
irrigation, drainage, or electrical facilities; and, park or recreational improvements,
including, but not limited to, playground equipment, play courts, public restrooms, and
paseos/trails.
District funds are used for the maintenance and servicing including, but not limited to,
labor, electrical energy, water, materials, contracting services, administration, reserve,
and other expenses necessary for the satisfactory maintenance and servicing of these
improvements.
Maintenance means the furnishing of services and materials for the ordinary and usual
maintenance, operation and servicing of the ornamental structures, landscaping and
appurtenant facilities, including repair, removal or replacement of all or part of any of the
ornamental structures, landscaping or appurtenant facilities; providing for the life, growth,
health and beauty of the landscaping, including cultivation, irrigation, trimming, spraying,
fertilizing, and treating for disease or injury; the removal of trimmings, rubbish, debris,
other solid waste; and pest control; the cleaning, sandblasting, and painting of walls and
other improvements to remove or cover graffiti. Servicing means the furnishing of
electricity for the operation of any appurtenant facilities, water for the irrigation and control
of the landscaping, and the maintenance of any of the ornamental structures, landscaping
and appurtenant facilities.
The plans and specifications for the improvements are voluminous and are not bound in
this Report but by reference are incorporated and made a part of the Report; and are on
Fiscal Year City of Santa Clarita Engineer's Report
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WILLDAN
Financial Services
file at the City. A brief description of what is improved and maintained within the
Landscaping Zones can be found in the Appendix of this Report.
The following is a general description of the location of each Landscaping Zone:
Fiscal Year City of Santa Clarita Engineer's Report
2017/2018 Landscaping and Lighting District Page 7
Ebscription
1
Centex Development
2
Commercial (Soledad Entertainment) (was District 1, Zone
10]
3
Tracts 45416-01 & 02, Residential, northeast of Sierra
Highway and Sand Canyon Road (Sierra Heights)
3A
Tract 45416, Residential, Sierra Highway west of Sand
Canyon (was District 1, Zone 131
Albertson's Shopping Center, Commercial, Via Princessa
and Sierra Highway (Albertson's Street Trees), Parcel Map
24147 (Costco) [was District 1 zone 2A], Sierra Storage
[was District 1 Zone 28], Tract 50151 across from Costco
4
[was District 1 Zone 2C], Tract 50484, Via Princessa and
Highway 14 (Jack-in-the-box) [was District 1 Zone 2D],
Parcel Map 25196, Sierra Highway north of Via Princessa
(Flying Tiger) [was District 1 Zone 2E], Riverview Shopping
Center [was District 1 Zone 2G]
5
Residential, May Way and Via Princessa, west of Whites
Canyon Rd (Sunset Hills)
5A
Tract 52276, Residential, Koji Court, Via Princessa and
May Way [was District 1, Zone 9]
6
Tracts 46626, 50536 and 47863, Residential, Whites
Canyon Road and Canyon Crest Road (Canyon Crest)
7
Residential & Commercial, McBean and Newhall Ranch
(Creekside)
7A
Tract 44374 Woodlands — Currently inactive but could be
reactivated at any time.
8
Tract 52354, Residential, Friendly Valley Parkway and
Sierra Highway
15
River Village
16
Valencia Industrial Center
17
Bouquet Canyon Road/Railroad Avenue
18
Town Center/ Tourney Rd
19
Bridgeport / Bouquet
20
Golden Valley Ranch - Commercial
21
Tract 52414, Residential, Golden Valley Road, Pardee
[was District 1 Annex ID]
22
Henry Mayo Newhall Memorial Hospital
Fiscal Year City of Santa Clarita Engineer's Report
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Financial Services
hwe Description
23
Golden Valley Road and Highway 14 (Montecito) (was
District 1 Annex IA]
24
Tract 44892, Residential, Canyon Gate, Golden Valley
Road and Sierra Highway [was District 1 Annex 1C]
25
Tract 53419, Residential, Valle Di Oro [was District 1
Annex 1 F]
26
Commercial, Centre Pointe, south of Soledad Canyon
Road [was District 1 Annex 1 B]
27
Railroad Avenue and Circle J Ranch Road (Circle J
Ranch) [was District T1 Zone T42A, T42B and T42C]
Main Street, Railroad Avenue, Newhall Avenue,
28
Dockweiler, small portions of Sierra Highway and Lyons
Avenue and the Newhall Library Area
29
Residential/Commercial/Mixed-use, North side, Soledad
Canyon Road, Gladding Way Villa Metro
Residential, south side of Soledad Canyon Road, west of
30
Sierra Highway, and east of Bouquet Canyon Road,
Penlon
Residential, east and west of Five Knolls drive, north and
31
south of Golden Valley Road and north of Santa Clara
Street
2008-1
Citywide Major Thoroughfare Medians
T1
Commercial, Seco Canyon Village
T2
Residential / Commercial, Lyons, Orchard Village Road
and Wiley Canyon (Old Orchard)
T3
Residential, NW of Wiley Canyon and Orchard Village
Road (Valencia Hills)
The golf course property on Tournament Road and the
T3B
residential properties located South of Vista Hills Drive
and East of Tournament Road within Valencia Hills
development
T4
Residential / Commercial, McBean Parkway, Orchard
Village Road and Tournament Road (Valencia Meadows)
T5
Residential, SE of Orchard Village Road and McBean
Parkway La Questa
T6
Residential / Commercial, McBean Parkway and Avenida
Navarre South Valle
T7
Valencia Central & North Valley (was District T1 Zone T71
T8
Residential / Commercial, McBean Parkway and Del
Monte Dr Summit
T17
Residential, Rainbow Glen Drive and Sierra Highway
(Rainbow Glen)
Fiscal Year City of Santa Clarita Engineer's Report
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Financial Services
Streetlighting Improvements
Streetlighting Zones within the District were 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 17,272
streetlights currently owned and maintained by Edison and all approximate 689 streetlights
owned by the City. The proposed new and/or existing improvements for Streetlighting
Zones A and B include, but are not limited to, and may be generally described as follows:
Fiscal Year City of Santa Clarita Engineer's Report
2017/2018 Landscaping and Lighting District Page 9
T20
Residential / Commercial, Plum Canyon Road — Shapell —
Monteverde
T23
Residential / Commercial, Seco Canyon Road and Copper
Hill Road (Mountain View)
Residential, Seco Canyon Road and Copper Hill (Mountain
T23A
View Condos
Residential, Seco Canyon Road and Copper Hill Road
T23B
Seco Villas
T29
Residential, Rainbow Glen Drive and Soledad Canyon
American Beauty)
Residential, Shangri La Drive and Soledad Canyon Road
T31
(Shangri-La), plus Commercial, Soledad Canyon Branch
Library (was District 1, Zone 141
T33
Residential, Canyon Park Drive & Jason Road TR 43510
T44
Residential, Copper Hill Drive, David Way TR 3517 & TR
44838
T46
Residential / Commercial, McBean Parkway and Newhall
Ranch Road (Northbridge)
T47
Residential & Commercial - Northpark
T48
Residential, Kathleen Ave
T51
Residential Commercial Development, Newhall Ranch
Road, Copper Hill Drive.
T52
Residential - Stonecrest
T62
Residential, Copper Hill Drive, TR 52087
T65
Residential, Fair Oaks Ranch TR 47200
T65A
Residential, Ranch at Fair Oaks TR 52833
T65B
Residential, Ranch at Fair Oaks TR 52833
T67
Residential, Gold Canyon Drive, Copper Hill Drive,
Homestead Place
T68
Residential and Commercial, West Creek Copper Hill
Village
T69
Residential and Commercial, West Creek Canyon Estates
T71
Residential, Haskell TR 47657
T77
Residential, West Creek Park
Streetlighting Improvements
Streetlighting Zones within the District were 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 17,272
streetlights currently owned and maintained by Edison and all approximate 689 streetlights
owned by the City. The proposed new and/or existing improvements for Streetlighting
Zones A and B include, but are not limited to, and may be generally described as follows:
Fiscal Year City of Santa Clarita Engineer's Report
2017/2018 Landscaping and Lighting District Page 9
WILLDAN
Financial Services
• 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 that are necessary for the daily operation of said
lighting located within City road rights-of-way. Operation, maintenance, and servicing
means all work necessary for the daily maintenance required to maintain said lights in
proper operation including providing said lights with the proper energy necessary to
operate the lights.
The payment of debt service on bonds or other obligations, including installment
payments, to be issued or incurred during the fiscal year. Obligations may be incurred
during the fiscal year for the acquisition, installation and conversion, including the
retrofitting, of street lights within the Consolidated District and Zones and may be
secured by and/or payable from a portion of the assessments levied in each fiscal year
until the obligation is paid. The City Council has determined that estimated cost of the
acquisition, installation and conversion of street lights within the Consolidated District
and retrofit thereof, is greater than can be conveniently raised from a single annual
assessment, and that the estimated cost, plus incidental expenses and financing
costs, shall be collected over a period not to exceed thirty (30) years, commencing
fiscal year 2018-19 and continuing through 2048-49. The maximum annual
assessment installment is estimated to be an amount not to exceed $2,200,000
(assuming a 10 year financing), which is to be included in the annual budget of the
Consolidated District.
All improvements consisting of ornamental streetlights, mast arm streetlights and
appurtenant facilities do exist at the present time. The cost associated with these
improvements will be the cost of operations, maintenance and servicing during Fiscal Year
2017/2018.
Plans and Specifications for the improvements within the Streetlighting Zones are
voluminous and are not bound in this report but by this reference are incorporated and
made a part of this report. These plans and specification as well as the location of the
streetlights included on lighting inventory maps are on file at the City where they are
available for public inspection.
C. CAPITAL IMPROVEMENT PROJECTS
The following is a brief discussion of the new Capital Improvement Projects for Fiscal Year
2017/2018 in the Landscaping Zones.
Zone 2008-1 Major Thoroughfare Medians
Citywide Median Turf Removal (B001 5) — In response to the recent extreme drought and
the subsequent executive order, the City has discontinued watering turf within medians
throughout the City and the turf in the medians have died. As a result, a project to remove
the existing turf and irrigation and replace it with a more efficient irrigation system and
shrubs that require less water will be installed. The project will be phased over the course
of six to eight years beginning with Orchard Village Road and Magic Mountain Parkway.
Fiscal Year City of Santa Clarita Engineer's Report
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WILLDAN
Financial Services
Zone 18 Town Center
Creekside Road (B1017) —This project will install three landscaped median segments on
Creekside Road, along with modifications to the pedestrian crossings.
Zone T-23
Mountain View Park Improvements (P4107) — This project will refurbish existing
playground equipment and install other amenities at Mountain View Park as determined
by community outreach.
Various Zones
Irrigation Master Valve Installation (S1043) — This project will install irrigation master
valves and flow sensors on select irrigation systems throughout the Landscape Zones.
Paseo Bridge Replacement (S1043,
S1044) —
These projects will repair
and/or replace
existing pedestrian bridges in various
locations
throughout the Landscape
Zones.
Fiscal Year City of Santa Clarita Engineer's Report
2017/2018 Landscaping and Lighting District Page 11
WILLDAN
Financial Services
///. ESTIMATE OF COSTS
The estimated costs for the operation, acquisition, installation, maintenance and servicing
of the facilities for Fiscal Year 2017/2018 are shown below. The 1972 Act provides that
the total cost of the maintenance, services and annual assessment installments, together
with incidental expenses, may be financed from the assessment proceeds. The incidental
expenses may include financing costs, engineering fees, legal fees, printing, mailing,
postage, publishing, and all other related costs identified with the district proceedings.
The estimated costs of the improvements for the District are voluminous and are not bound
in this report but by this 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. The
annual budgets for each of the Landscaping Zones within the District as well as the overall
Streetlighting Budget for the District are shown on the following pages:
Fiscal Year City of Santa Clarita Engineer's Report
2017/2018 Landscaping and Lighting District Page 12
�%ILLDAN
Financial Services
Landscaping Budgets:
OperationProjected
Beginning Projected Projected
Fund Projected Ad Projected
OperatingFL Balance as Projected Interest Valorem Total Maintenance Capital Total
of Revenue Revenue Revenue Revenues Expenses Expenses Expenses Reserve Reserves
one Description 71112017 FY 17-18 FY 17-18 FY 17-18 FY 17-18 FY 17-18 FY 17-18 FY 17-18 FY 17-18 FY 17-18
1 Golden Valley Centex $145228 $8,492 $165 $8,656 $4,320 $0 $4,320 $2,160 $16,404
2
Edwards Cinema
0
0
0
0
0
0
0
0
0
0
3
Sierra Heights
450,570
0
51211
52211
502505
30,000
80,505
25,253
3502024
4
Via Princessa/Sierra Hwy
5095513
0
51893
51893
21,212
0
21,212
10,606
483,588
5
Sunset Hills
5495167
75,166
61352
81,517
109,640
0
109,640
54,820
466,224
6
Canyon Crest
5835451
49,000
61748
55,748
66,402
0
66,402
33,201
539,596
7
Creekside
5055082
2055599
51842
211,441
176,805
375500
214,305
88,403
413,816
a
Ackerman Avenue
255272
71540
292
72832
107941
0
10,941
51471
16,693
15
River Village
8615333
443,156
91962
1
453,118
1 438,841
615500
500,341
1 219,421
594,690
16
Valencia Industrial Center
6855172
110,742
71925
118,666
146,201
0
146,201
73,101
584,537
17
Bouquet/Railroad Ave
(952738)
105,552
(1,107)
104,445
42,021
0
422021
(33,314)
0
18
Town Center/Creekside
7685788
626,320
81892
635,212
487,660
4505000
937,660
243,830
222,510
19
Bridgeport/Bouquet
925238
96,231
11067
972298
94,786
42,500
137,286
47,393
4,857
20
Golden Valley Ranch -
Commercial
259,965
202,392
31007
2052399
942461
0
94,461
47,231
323,672
21
Golden Valley Ranch -
Residential
1705871
110,748
11976
112,724
137,654
0
137,654
68,827
77,115
22
HMNMH
1195152
15,183
11378
16,561
17,949
0
17,949
81975
1082790
23
Montecito
342132
51363
395
42968
1 11,487
0
1 11,487
40,650
0
24
Canyon Gate
237,952
0
21752
22752
262209
0
262209
132105
201,390
25
Valle Di Oro
19,291
81072
223
8,295
2,898
0
22898
11449
23,239
26
Center Point -Commercial
870,698
49,159
10,071
59,229
109,877
0
109,877
54,939
765,111
27
Circle J Ranch
9615804
253,367
11,124
264,492
369,095
50,000
419,095
184,548
6222653
28
Newhall
2725755
379,242
31155
382,397
3862930
49,000
435,930
193,465
25,757
29
Villa Metro
1175432
77,179
11358
1
782537
412517
15,000
562517
1 202759
118,694
30
Penlon
325013
31,497
370
31,867
25,973
0
25,973
122987
24,921
31
Five Knolls
745881
137,424
866
138,290
209,909
25500
212,409
762
0
2008-1
Major Thoroughfare Medians
312325268
52749,771
37,385
5,7872157
158942087
62293,774
82187,861
831,565
0
T1
Faircliff
2055601
0
21378
21378
22,378
0
223378
11,189
174,412
T2
Old Orchard
4355496
208,494
51037
84,824
1 2982355
1962228
90,000
286,228
98,114
349,509
Fiscal Year City of Santa Clarita Engineer's Report
2017/2018 Landscape and Lighting District Page 13
T3
Valencia Hills
627,086
98,866
71253
59,966
1662085
1512895
55,000
2062895
752948
510,329
T4
Valencia Meadows
3635159
137,720
41200
29,208
171,128
139,029
55,000
1942029
69,515
270,744
T5
Valencia Glen
6245005
151,142
71217
53,216
211,575
156,940
122,025
278,965
78,470
478,145
T6
Valencia South Valley
2745942
140,005
31180
143,185
73,622
155,000
228,622
36,811
1522694
T7
Valencia Central & North
Valley
4595771
481,845
51318
4872162
2942894
210,984
505,878
147,447
2932608
T8
Valencia Summit
4355084
1,150,528
51032
1,155,560
1,003,564
511,984
1,515,548
75,096
0
T17
Rainbow Glen
1215428
37,667
11404
39,072
39,860
51000
44,860
19,930
95,710
T20
EI Dorado Village
6385454
189,000
71384
196,384
179,884
31000
182,884
89,942
5622012
T23
Mountain View Slopes
110825828
758,570
12,524
771,094
691,065
385,000
1,076,065
345,533
432,325
T23A
Mountain View Condos
4515392
320,613
51221
3252834
347,580
0
347,580
173,790
255,856
T23B
Seco Villas
(32,535)
110,222
(376)
109,845
99,979
0
99,979
(22,668)
0
T29
American Beauty
5045704
49,725
51838
55,563
48,951
10,000
58,951
24,476
476,840
T31
Shan ri-la
6745596
344,611
71803
352,414
342,896
30,000
372,896
162,948
4912166
T33
Canyon Park
5805532
100,200
61715
1062915
73,106
0
73,106
36,553
577,788
T44
Bouquet Canyon
(312964)
90,600
(370)
902230
1092840
0
109,840
(51,574)
0
T46
Northbridge
1,8245565
1,562,370
21,103
1,583,473
1,519,228
208,000
1,727,228
759,614
921,196
T47
Northpark
3405460
806,240
1 31938
810,177
625,617
123,000
748,617
312,809
892211
T48
Shadow Hills
1172590
47,775
1,360
46,415
67,317
0
67,317
138,492
0
T51
Valencia High School
111505545
441,100
13,307
454,407
5012943
40,000
541,943
250,972
812,038
T52
Stonecrest Lower
(892062)
393,689
(15030)
3922659
3712040
20,000
391,040
(87,444)
0
T62
Canyon Heights
1595547
129,000
11845
130,845
140,784
0
140,784
70,392
79,216
T65
Fair Oaks
118635201
0
21,550
21,550
159,739
0
159,739
79,870
11645,142
T65A
Fair Oaks Ranch
21240,284
0
27,936
1
27,936
336,354
0
336,354
168,177
117632689
T65B
Fair Oaks Park
5955995
0
41869
41869
98,789
39,000
137,789
49,395
413,681
T67
Miramontes
5035971
210,000
51829
2152829
2302012
11500
231,512
115,006
3732282
T68
West Creek
3235432
130,829
0
130,829
129,523
0
129,523
64,762
259,977
T69
West Hill
119625286
0
0
0
303,116
45,000
348,116
151,558
11462,612
T71
Haskell Canyon Ranch
2915523
133,454
31372
136,826
138,845
0
138,845
69,423
2202082
T77
West Creek Park
1 5895503
0
1,508
11508
102,049
27,200
129,249
51,025
410,738
T1 Ad Valorem
1,587,426
$31,924,691
0 18,360
$%9711460 $3375500
782,449
$10095663
800,809 314,298
$1813%624 $13987J46
425,984
$%5941450
740,282
$23582196
157,149
$5614032
1,490,804TOTAL
$211047086
Fiscal Year City of Santa Clarita Engineer's Report
2017/2018 Landscape and Lighting District Page 14
NVWILLDAN
Financial Services
The following table summarizes the MWD Repair and Replacement funds for West Creek/West Hill area:
Metropolitan Water District (MWD) Repair and Replacement funds were created to finance the repair and
landscaping located within MWD's property due to either future installation of a new MWD pipeline or future
pipeline within the West Creek/West Hills area (T69 amd T77). Assessments levied for this purpose are kept
operations and maintenance assessments for Zone T69 and Zone T77.
replacement costs for the
repairs to the existing MWD
separately from the normal
Fiscal Year City of Santa Clarita Engineer's Report
2017/2018 Landscape and Lighting District Page 15
Streetlighting Budget:
Assessment - Levy A
Assessment - Levy B
Ad Valorem
Interest
Street Light Acquisition Bond Fund 111
Total Revenues
Personnel
Department
Other Administrative
Operations & Maintenance (2)
Electric Utilities - Traffic Signals
Electric Utilities - Street Lights
Traffic Signal Maintenance
Contractual Services
General Administration
Subtotal Operations & Maintenance
Capital Improvements 121
Street Light Improvements Purchase Price
Street Light Improvements LED Retrofit
Transfers
Transfers In
Transfers Out
Total Expenditures
Estimated Beginning Fund Balance (7/01/17)
Estimated Revenues
Estimated Expenditures
Estimated Ending Fund Balance (6/30/18)
Operatinq Reserves
$480,875
2,247,816
0
0
15,173,728
$175902,419
$241,601
124,470
0
3,045,000
0
57,000
19,638
$3,487,709
$9,573,728
5,600,000
764,088
(5,070)
*WI LLDAN
Financial Services
$0
0
2,756,064
64,745
0
$2,820,809
$0
62,190
230,000
0
819,600
0
295,056
$1,406,846
$0
0
0
(764,088)
$171902,419 $2,170,934
$0
$17,9025419
($17,9022419)
$0
$5,546,374
$2,820,809
($22170,934)
$6,196,249
(1) Estimated project fund from anticipated issuance of debt obligations. City anticipates financing the acquisition, installation and
conversion of certain street lighting facilities by making installment payments to the Santa Clarita Public Financing Authority or other
conduit issuer secured by and/or payable from annual assessment installments. Description and estimated cost of approximately
16,125 street light facilities pursuant to Purchase and Sale Agreement [dated June 14, 2017][to be entered into] between the City and
Southern California Edison, and LED retrofit (estimated total cost of $15,173,728, plus bond financing and other incidental expenses).
(2) Some operational and maintenance costs may be lower if debt obligation is incurred during fiscal year and LED conversion project
commences. Likewise, if the debt obligation is issued during the fiscal year, accrued interest will be incurred as an expense.
Note: Budgeted Assessment amounts shown above for Zone A and Zone B may be slightly different from the Assessment Roll due
to rounding of assessment to the nearest penny.
Fiscal Year City of Santa Clarita Engineer's Report
2017/2018 Landscape and Lighting District Page 16
N,
A
C.
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METHOD OF APPORTIONMENT OF ASSESSMENT
GENERAL
Part 2 of Division 15 of the Streets and Highways Code, the Landscaping and Lighting Act
of 1972, permits the establishment of Assessment Districts by cities for the purpose of
providing certain public improvements which include the acquisition, construction,
maintenance and servicing of streetlights, traffic signals and landscaping facilities.
Section 22573, Landscaping and Lighting Act of 1972 requires that assessments be levied
according to benefit rather than according to assessed value. This section states:
"The net amount to be assessed upon lands within an Assessment District may be
apportioned by any formula or method which fairly distributes the net amount among all
assessable lots or parcels in proportion to the estimated benefits to be received by each
such lot or parcel from the improvements."
The 1972 Act permits the designation of zones of benefit within any individual Assessment
District if "by reason of variations in the nature, location, and extent of the improvements,
the various areas will receive different degrees of benefit from the improvements." (Sec.
22574). Thus, the 1972 Act requires the levy of a true "assessment" rather than a "special
tax."
In addition, Proposition 218 requires that a parcel's assessment may not exceed the
reasonable cost of the proportional special benefit conferred on that parcel. Proposition
218 provides that only special benefits are assessable and the City must separate the
general benefits from the special benefits.
REASON FOR THE ASSESSMENT
The assessment is proposed to be levied to defray the costs of the acquisition, installation,
maintenance and servicing of landscaping and lighting improvements, as previously
defined herein in Part A of this Report.
SPECIAL BENEFIT ANALYSIS
In determining the proportionate special benefit derived by each identified parcel, the
proximity of the parcel to the public improvements detailed in Part A above, and the capital,
maintenance and operating costs of said public improvements, was considered and
analyzed. Due to the close proximity of the parcels to the improvements detailed in Part A
above, it has been demonstrated and determined the parcels are uniquely benefited by,
and receive a direct advantage from, and are conferred a particular and distinct special
benefit over and above general benefits by, said public improvements in a way that is
particular and distinct from its effect on other parcels and that real property in general and
the public at large do not share.
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Landscaping Benefits
Street Landscaping
Trees, landscaping, hardscaping, ornamental structures and appurtenant facilities, if well
maintained, confer a particular and distinct special benefit upon real property within each
Zone of Benefit by providing beautification, shade and positive enhancement of the
community character, attractiveness and desirability of the surroundings. In addition, all of
the aforementioned contributes to a specific increase in property desirability and a specific
enhancement of the property value of each parcel within each Zone of Benefit which
confers a particular and distinct special benefit upon the real property within each Zone of
Benefit.
In Parkways and Land Values, written by John Nolan and Henry V. Hubbard in 1937, it is
stated:
"... there is no lack of opinion, based on general principals and experience and common
sense, that parkways do in fact add value to property, even though the amount cannot be
determined exactly.... Indeed, in most cases where public money has been spent for
parkways the assumption has been definitely made that the proposed parkway will show
a provable financial profit to the City. It has been believed that the establishment of
parkways causes a rise in real estate values throughout the City, or in parts of the City..."
It should be noted that the definition of "parkways" above may include the roadway as well
as the landscaping alongside the roadway.
Landscaped Medians in the Major Thoroughfares
The Landscaping improvements in the medians along the major thoroughfares confer a
particular and distinct special benefit upon real property within the City by providing
beautification, and positive enhancement of the community character, attractiveness and
desirability of the City. In addition, all of the aforementioned contributes to a specific
increase in property desirability and a specific enhancement of the property value of each
parcel within the City which confers a particular and distinct special benefit upon the real
property within the City. These major thoroughfares are the entryways into the City and
as such provide beautification to the entire City; therefore, all parcels within the City are
conferred a special benefit from the landscaped medians in the major thoroughfares.
Landscaping in the medians along the major thoroughfares provides only incidental
benefits to motorists traveling to, from or through the City.
Recreational Trails and Greenbelts
Landscaping along recreational trails and greenbelts, if well maintained, confer a particular
and distinct special benefit upon real property within each Zone of Benefit by providing
beautification and positive enhancement of the community character, attractiveness and
desirability of the surroundings. In addition, all of the aforementioned contributes to a
specific increase in property desirability and a specific enhancement of the property value
of each parcel of each parcel within each Zone of Benefit which confers a particular and
distinct special benefit upon the real property within each Zone of Benefit.
In "Greenways for America" by Charles E. Little, it is stated:
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[real estate] agents routinely advertise properties as being on or near the trail....
property near but not immediately adjacent to the Burke -Gilman Trail is significantly easier
to sell and, according to real estate agents, sells for an average of 6 percent more as a
result of its proximity to the trail. Property immediately adjacent to the trail, however, is
only slightly easier to sell.... trails are an amenity that helps sell homes, increase property
values and improve the quality of life."
Additionally, the National Recreation and Park Association, in June 1985, stated:
"The recreation value is realized as a rise in the value of land and other property in or near
the recreation area, and is of public interest to the taxpayers, who have a stake in a
maximum of total assessed values."
Operation and maintenance of the trails and greenways within the City confers a particular
and distinct special benefit to those properties within the community immediately
surrounding the improvements.
Streetlighting Improvement Benefits
Most of the streetlighting improvements were conditions of approval for the creation or
development of the parcels. In order to create or develop the parcels, the City required
the original developer 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. The proper maintenance of the streetlighting and appurtenant
facilities reduces property -related crimes (especially vandalism) against properties in the
District. The streetlighting located in the District helps to visuallyjoin 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 facility.
Streets are constructed for the safe and convenient travel by vehicles and pedestrians.
They also provide an area for underground and overhead utilities.
Streetlights are considered an integral part of the entire street, the same as curb, gutters,
pavement, signage and striping. They are the elements that provide a safe route for
Fiscal Year City of Santa Clarita Engineer's Report
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motorists and pedestrians. Streetlights are installed to make streets safer. Assessments
for the acquisition, maintenance and servicing of streets may include streetlights.
Streetlights are installed to provide better visibility for drivers. One hundred (100) percent
of the illumination from the lights is directed to the street, ninety (90) percent on the street
side of the curb and ten (10) percent 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 acquisition, installation, operation and maintenance of streetlights are for the express,
special benefit of the parcels within the District.
D. GENERAL BENEFITS
General Benefit within Landscaping Zones
The general benefits associated with trees, landscaping improvements, hardscaping,
ornamental structures and appurtenant facilities located near the parcels within the
Districts are considered incidental, negligible and non -quantifiable to the public at large.
Landscaping in the medians along the major thoroughfares provides only incidental,
negligible and non -quantifiable benefits to motorists traveling to, from or through the City.
Operation and maintenance of the trails and greenways within the City provides only
incidental, negligible and non -quantifiable benefits to pedestrians and cyclists traveling
through the trails and greenbelts. The improvements detailed in Part A herein confer
special benefits that affect the assessed property in a way that is particular and distinct
from the effects on other parcels and that real property in general and the public at large
do not share.
General Benefit within Lighting Zones
In addition to the special benefits received by the parcels within the Streetlighting Zones,
there are incidental general benefits conferred by the improvements.
It is estimated that the general benefit portion of the benefit received from the lighting
improvements 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 for lighting are thus a combination of the special benefits to the parcels
within the District and the general benefits to the public at large. The portion of the total
streetlighting maintenance costs which are associated with general benefits will not be
assessed to the parcels in the district, but will be paid from other City Funds. These
Fiscal Year City of Santa Clarita Engineer's Report
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general benefits are more than adequately offset by the substantial contribution from the
ad valorem streetlighting revenues.
E. APPORTIONMENT METHODOLOGY
Landscaping Methodology
The following table lists the various Zones within the District, their land use and
assessment type, and the number of assessable parcels, units, acreage or EBU's.
Equivalent Benefit Units (EBU's)
In order to allocate benefit fairly between the parcels, an Equivalent Benefit Unit (EBU)
methodology is proposed which equates different types of land uses to a single-family
residential parcel, thereby allowing a uniform method of assessment.
The EBU method uses the single-family home as the basic unit of apportionment. A single
family home equals one Equivalent Benefit Unit (EBU). Every other land use is converted
to EBU's as described below. All properties in the District will be assigned benefit units
and land use classifications per the County Assessor's roll. (Inaccuracies in the County
data will be reviewed on a case by case basis as they are brought to the City's attention.)
A methodology has been developed to calculate the EBU's for other residential land uses
and for non-residential parcels. Every land use is converted to EBU's: parcels containing
apartments are converted to EBU's based on the number of benefit units on each parcel
of land; non-residential parcels are converted based on the lot size of each parcel of land.
There are various apportionment methodologies used in the District. A "Method Code" in
the table below identifies the specific methodology used for each Zone. These "Method
Codes' are explained after the table.
Zone
1
Land Use
Res
Type
EBU
EBU's
261.290
Method -09
Code
(descriptions.- follow this
-kao-W
3
2
Comm
Parcel
1
1
3
Res
Parcel
76
1
3A
Res
Parcel
177
1
4
Comm
EBU
526.118
4
5
Res
Parcel
161
1
5A
Res
Parcel
14
1
6
Res
EBU
280.000
4
7
Res
EBU
1,027.997
4
7A
Res
EBU
319.000
1
8
Res/Comm
EBU
33.510
4
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Zone
15
Land Use
Res/Comm
Type
EBU
Acreage
EBU's
633.080
Method Code
(descriptions
follow this
table)
4
16
CommNac
EBU
7,382.778
4
17
Multiple
EBU
1,271.563
4
18
Res/Comm
EBU
3,914.503
4
19
Res/Comm
EBU
1,203.795
4
20
Res/Comm
EBU
337.320
4
21
Res
EBU
184.580
4
22
Comm
EBU
178.620
4
23
Res/Comm
EBU
104.240
4
24
Res/Other
EBU
150.025
4
25
Res/Other
EBU
80.717
4
26
Comm
EBU
2,457.932
4
27
Res/Comm
EBU
844.558
4
28
Res/Comm
EBU
4,853.372
4
29
Res/Comm
EBU
322.466
5
30
Res
EBU
142.000
2
31
Res
EBU
203.215
4
2008-1
Res/Comm
EBU
87,930.440
4
T1
Comm
EBU
5.000
2
T2
Res/Comm
EBU
1,128.701
4
T3
Res/Comm
EBU
462.000
4
T3B
Res/Comm
EBU
206.459
4
T4
Res/Comm
EBU
956.387
4
T5
Res/Comm
Parcel
741
1
T6
Res/Comm
Parcel
603
1
T7
Res/Comm
EBU
1,972.025
4
T8
Res/Comm
Parcel
2,140
1
T17
Res
Parcel
74
1
T20
Res/Comm
Parcel
630
1
T23
Res/Comm
Parcel
12493
1
T23A
Res
Parcel
383
1
T23B
Res
Parcel
156
1
T29
Res
Parcel
221
1
T31
Res/Comm
Parcel
450
1
T33
Res
Parcel
501
1
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Zone
T44
Land Use
Res
Type
Parcel
Acreage
EBU's
302
Method Code
(descriptions
table)
1
T46
Res/Comm
EBU
2,314.622
4
T47
Res/Comm
EBU
1,929.172
4
T48
Res
Parcel
105
1
T51
Res/Comm
Parcel
802
1
T52
Res
Parcel
459
1
T62
Res
Parcel
215
1
T65
Res
Parcel
394
1
T65A
Res
EBU
1075.000
2
T65B
Res
EBU
710.000
2
T67
Res
Parcel
420
1
T68
Res/Comm
EBU
1138.225
6
T69
Res/Comm
EBU
880.440
6
T71
Res
Parcel
223
1
T77
Res
EBU
1,985.800
6
The number of parcels, units, acres and EBU's shown in the table above reflect the current
information for the District. These numbers will be updated prior to submitting the final
Assessment Roll to the County Auditor -Controller for placement on the property tax bills.
Fluctuations in the number of parcels and other information may occur from year to year
as parcels subdivide, combine and/or change uses.
Method code definition:
Method 1
— The assessment is apportioned
to the benefiting
properties on
a per -parcel
basis.
Method 2 —The assessment is apportioned to the benefiting properties based on
Equivalent Benefit Units (EBU's) such that a Single Family Detached Residence (SFR) is
equal to 1 EBU and all other properties are converted to EBU's based on their relative
benefit as compared to an SFR as follows:
Single Family Residential 1 single family dwelling unit
Multi -Family Residential Condos 1 single family dwelling unit
Multi -Family Residential Apartments 1 apartment unit
1 EBU
1 EBU
1 EBU
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Method 3 —The assessment is apportioned to the benefiting properties based on
Equivalent Benefit Units (EBU's) such that a Single Family Detached Residence (SFR) is
equal to 1 EBU and all other properties are converted to EBU's based on their relative
benefit as compared to an SFR as follows:
Residential
Single Family home
Single Family vacant (subdivided)
Multi -Family (incl. Condo)
Mobile Home Parks
Developed Non -Residential
Vacant / Park / School
1 dwelling
x
1
= 1.00
/ dwelling
EBU /
dwelling
1 parcel
x
0.25
dwelling
= 0.25
1
EBU /
parcel
1 dwelling
x
0.8
1
= 0.80
x
EBU /
dwelling
1 space
x
0.5
Multi -Family (incl. Condo)
= 0.50
dwelling
EBU /
space
1 acre
x
6
/ dwelling
= 6.00
1
EBU /
acre
1 acre
x
1.5
EBU
= 1.50
Developed Non -Residential
EBU /
acre
Method 4 —The assessment is apportioned to the benefiting properties based on
Equivalent Benefit Units (EBU's) such that a Single Family Detached Residence (SFR) is
equal to 1 EBU and all other properties are converted to EBU's based on their relative
benefit as compared to an SFR as follows:
Residential
1
= 1.00
EBU
/ dwelling
1 acre x
9.72
= 9.72
Single Family home
1
dwelling
x
1
= 1.00
EBU
/ dwelling
Single Family vacant (subdivided)
1
parcel
x
0.25
= 0.25
EBU
/ parcel
Multi -Family (incl. Condo)
1
dwelling
x
0.75
= 0.75
EBU
/ dwelling
Mobile Home Parks
1
space
x
0.5
= 0.50
EBU
/ space
Developed Non -Residential
1
acre
x
6
= 6.00
EBU
/ acre
Vacant / Park / School
1
acre
x
1.5
= 1.50
EBU
/ acre
Special Cases
Varied
= Varied EBU
Method 5 —The assessment is apportioned to the benefiting properties based on
Equivalent Benefit Units (EBU's) such that a Single Family Detached Residence (SFR) is
equal to 1 EBU and all other properties are converted to EBU's based on their relative
benefit as compared to an SFR as follows:
Residential
Single Family home
Commercial
Live -work tit
1 dwelling x
1
= 1.00
EBU
/ dwelling
1 acre x
9.72
= 9.72
EBU
/ acre
1 unit x
1.15
= 1.15
EBU
/ unit
1 arra v
a Al
= Q
R1
PAI I
/ arra
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Live -work units are for both residential and non-residential use. Each live -work unit will be assessed 1 EBU for the
residential unit plus 9.72 EBUs per acre of non-residential use (including one parking space). The typical live -work
unit is 2,400 Square Feet ("SF") with 20% of the area assigned to non-residential use, which equals 480 SF. The
typical parking space is 180 SF. Therefore, the non-residential use of a live -work unit will be defined as 660 SF. An
additional 0.15 EBU (660 SF 143560 SF per acre x 9.72 EBUs per acre) will be assigned to a live -work unit for the
non-residential use, for a total of 1.15 EBUs per live -work unit.
Method 6 —The assessment is apportioned to the benefiting properties based on
Equivalent Benefit Units (EBU's) such that a Single Family Detached Residence (SFR) is
equal to 1 EBU and all other properties are converted to EBU's based on their relative
benefit as compared to an SFR as follows:
Single Family Residential
1
single family dwelling unit
1.00
EBU
Multi -Family Residential Condos
1
single family dwelling unit
0.80
EBU
Multi -Family Residential Apartments
1
apartment unit
0.70
EBU
Commercial
1
acre
1.00
EBU
Streetlighting Methodology
Residential Parcels
The following information can be used to determine the EBU count per parcel. Based on
land use information provided by the County Assessor, it has been determined that in the
existing district, approximately 96 percent of the parcels are in a residential category.
Approximately 95 percent 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 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 "Intensity' and "Security Benefit" were each rated
at 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 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 0.25 for Intensity, 1.00 for People Use and 0.50 for Security Benefit
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 Benefits in the residential category
would not be increased beyond a value of 1.00. Thus, a 5 -unit apartment would be
assigned 0.25 for Intensity, 2.50 for People Use and 1.00 for Security Benefits 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.
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Table 1 summarizes the Residential EBU Calculation:
Table 1 - EBU Calculations for Residential Parcels
175
SFR and Condos
0.50
33.75
0.25
0.25 =
1.00
per parcel
APT2
Apartments (2-4 units)
112 x units
per parcel
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
APTS
Apartments (5-20 units)
112 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)
113 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)
114 x (units -50)
+
the total EBU for a 50 -unit
apartment
100
12.50
+
21.25
=
33.75
per parcel
APT101
Apartments (100+ units)
115 x (units -100)
+
the total EBU 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
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 from the norm and therefore these
lots or parcels were considered on an individual basis. Each of the parcels or lots in these
land use categories was identified on the official lighting district maps and each streetlight
or portion thereof in the immediate proximity of the lots or parcels benefiting the lots or
parcels was assigned a number of units as identified below. The total number of EBU's so
determined for that category would be distributed among the lots or parcels in that
category in proportion to 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 and property users, no charge would be
assessed on vacant parcels within the district.
Fiscal Year City of Santa Clarita Engineer's Report
2017/2018 Landscape and Lighting District Page 26
WI LLDAN
Financial Services
Table 2 summarizes the Non -Residential EBU calculation:
Table 2 - EBU Calculations for Non -Residential Parcels
GRP -A Group A
Irrigated Farms, Dry Farms, Cemeteries, Dump Sites 1
EBU minimum charge per parcel
1.00 per parcel
0.50
1.00 =
2.50
per parcel
6.25
0.001736
Animal Kennels, Nurseries and greenhouses, Industrial
Office & Professional building, Bank, Savings 8 Loan,
Wholesale and manufacturing outlets
GRP -B Group B
parking lots, Churches, Private Schools, Petroleum and
1.00 0.50 0.50 =
2.00 per parcel
GRP -C
Group C
Commercial Parking Lots
1.00
0.50
1.00 =
2.50
per parcel
6.25
0.001736
per 100 SgFt of lot
Office & Professional building, Bank, Savings 8 Loan,
Wholesale and manufacturing outlets
0.059858
per 100 SgFt of lot
GRP -D
Group D
Service Shop, Lumber Yard, Golf Course, Race
1.00
1.00
1.00 =
3.00
per parcel
per 100 SgFt of lot
track/stable, Camp, Home for the Aged
0.012886
per 100 SgFt of lot
GRP -K3 Group K-3
Motion Picture, Radio, T.V.
GRP -E
Group E
Store, Store w/ office or residence, Service Station, Club
2.00
1.00
1.00 =
4.00
per parcel
Regional Shopping Center
8 LodHall
0.021812
per 100 SgFt of lot
Vacant
0.00 0.00 0.00 =
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
Manufacturing, Food Processing Plant,
GRP -H
Group H
Light
2.00
2.00
1.00 =
5.00
per parcel
GRPJ Group J ...... " ---- ""'.."_„ _.._." V' -., __,._.."'_". _._'_, 4.00 2.00 2.00 = 8.00 per parcel
Hotel/Motel, Mobile Home Park
Group K All parcels in Group K are assessed a minimum of 3 EBU's
GRP -K1 Group K-1 3.00 1.00 1.25 = 5.25
0.014973 Der 100 SaFt of lot
Exempt Parcels
The following are exempt from the assessment: areas of streets, avenues, lanes, roads,
drives, courts, alleys, public easements, right-of-ways, 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.
F. ASSESSMENT RATES AND ANNUAL LEVY
Landscaping Zones
The Assessment Rates and Annual Assessment Amounts for each Landscaping Zone for
Fiscal Year 2017/2018 is provided in the following tables.
Fiscal Year City of Santa Clarita Engineer's Report
2017/2018 Landscape and Lighting District Page 27
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, right-of-ways, 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.
F. ASSESSMENT RATES AND ANNUAL LEVY
Landscaping Zones
The Assessment Rates and Annual Assessment Amounts for each Landscaping Zone for
Fiscal Year 2017/2018 is provided in the following tables.
Fiscal Year City of Santa Clarita Engineer's Report
2017/2018 Landscape and Lighting District Page 27
i&OOOWI LLDAN
Financial Services
1
Golden Valley Centex
EBU
261.290
$67.841
$69.177
$32.50
$8,491.93
2
Edwards Cinema - Parkway
Parcel
1 $2,937.464
$2,995.332
$0.00
$0.00
3
Sierra Heights
Parcel
76
$674.900
$688.195
$0.00
$0.00
3A
Sierra Heights
Parcel
177
$263.142
$268.326
$0.00
$0.00
$0.00
4
Via Princessa/Sierra Hwy
EBU
526.118
$211.163
$215.323
$0.00
$0.00
5
Sunset Hills
Parcel
161
$1,236.396
$1,260.753
$441.02
$71,004.22
5A
Sunset Hills
Parcel
14
$833.349
$849.766
$297.25
$4,161.50
$75,165.72
6
Canyon Crest
EBU
280.000
$557.972
$568.964
$175.00
$49,000.00
7
Creekside
EBU
1,027.997
$262.729
$267.905
$200.00
$2055599.30
8
Ackerman Avenue
EBU
33.510
$220.667
$225.014
$225.01
$75540.09
15
River Village
EBU
633.080
$989.967
$1,009.469
$700.00
$4431156.00
16
Valencia Industrial Center
EBU
7,382.778
$33.088
$33.740
$15.00
$110,741.67
17
Bou ue/Railroad Ave
EBU
1,271.563
$83.012
$84.648
$83.01
$105,552.44
18
Town Center / Tourney Road
EBU
3,914.503
$197.371
$201.259
$160.00
$6265320.48
19
Bridgeport / Bouquet
EBU
1,203.795
$78.404
$79.949
$79.94
$965231.37
20
Golden Valley Ranch - Commercial
EBU
337.320
$3,075.144
$3,135.724
$600.00
$202,392.00
21
Golden Valley Ranch - Residential
EBU
184.580
$1,888.403
$1,925.605
$600.00
$110,748.00
22
HMNMH
EBU
178.620
$273.765
$279.158
$85.00
$155182.70
23
Montecito
EBU
104.240
$50.460
$51.454
$51.45
$5,363.15
24
Canyon Gate
EBU
150.025
$674.237
$687.519
$0.00
$0.00
25
Valle Di Oro
EBU
80.717
$163.384
$166.602
$100.00
$85071.70
26
Centre Pointe
EBU
2,457.932
$90.143
$91.919
$20.00
$49,158.64
27
Circle J Ranch
EBU
844.558
$742.516
$757.144
$300.00
$253,367.40
28
Newhall
EBU
4,853.372
$76.640
$78.149
$78.14
$3795242.49
29
Villa Metro
EBU
322.466
$234.724
$239.348
$239.34
$775179.01
30
Penton
EBU
142.000
$217.531
$221.816
$221.81
$31,497.02
Fiscal Year City of Santa Clarita Engineer's Report
2017/2018 Landscape and Lighting District Page 28
i&OeW I LLDAN
Financial Services
31
DescriptionFY
Five Knolls
EBU
203.215
16-17
$663.195
FY 17-18
$676.2599
FY 17-18
$676.25
IFY 17-18 Total
$137,424.14
2008-1
Major Thoroughfare Medians
EBU
87,930.440
$64.136
$65.3996
$65.39
$5,7491771.47
T1
Faircliff
EBU
5.000
$8,316.341
$8,480.173
$0.00
$0.00
T2
Old Orchard
EBU
1,128.701
$190.030
$193.774
$184.72
$208,493.65
T3
Valencia Hills
EBU
462.000
$394.602
$402.376
$200.00
$92,400.00
T313
Valencia Hills Trees
EBU
206.459
$37.265
$37.999
$31.32
$6,466.28
T4
Valencia Meadows
EBU
956.387
$216.929
$221.203
$144.00
$137,719.73
T5
Valencia Glen
Parcel
741
$218.422
$222.725
$203.97
$151,141.77
T6
Valencia South Valley
Parcel
603
$243.710
$248.511
$232.18
$140,004.54
T7
Valencia Central & North Valley
EBU
1,972.025
$256.468
$261.521
$244.34
$481,844.59
T8
Valencia Summit
Parcel
2,140
$527.251
$537.638
$537.63
$1,150,528.20
T17
Rainbow Glen
Parcel
74
$522.680
$532.977
$509.02
$37,667.48
T20
EI Dorado Village
Parcel
630
$300.000
$300.000
$300.00
$189,000.00
T23(1)
Mountain View Slopes
Parcel
954
$701.952
$715.781
$620.00
$591,480.00
T23-1
Mountain View Slopes
Parcel
383
$406.722
$414.735
$310.00
$118,730.00
T23-2
Mountain View Slopes
Parcel
156
$406.722
$414.735
$310.00
$48,360.00
1,493
$758,570.00
T23A
Mountain View Condos
Parcel
383
$820.945
$837.117
$837.11
$320,613.13
T23B
Seco Villas
Parcel
156
$692.909
$706.559
$706.55
$110,221.80
T29
American Beauty
Parcel
221
$373.567
$380.926
$225.00
$49,725.00
T31 (2)
Shangri-la
Parcel
(see T31-1, -2)
T31-1
Shan ri-la
Parcel
182
$1,181.875
$1,205.158
$1,100.99
$200,380.18
T31 -1A
Shan ri-la
Parcel
267
$538.367
$548.972
$513.36
$137,067.12
T31-2
Shan ri-la
Parcel
1 $7,375.332
$7,520.626
$7,165.01
$77165.01
450
$344,612.31
T33
Canyon Park
Parcel
501
$300.000
$300.000
$200.00
$100,200.00
T44
Bouquet Canyon
Parcel
302
$300.000
$300.000
$300.00
$90,600.00
T46
Northbridge
EBU
2,314.622
$834.030
$850.460
$675.00
$1,562,369.85
T47
Northpark
EBU
1,929.172
$409.851
$417.925
$417.92
$806,239.56
Fiscal Year City of Santa Clarita Engineer's Report
2017/2018 Landscape and Lighting District Page 29
i&OeWI LLDAN
Financial Services
T48
DescriptionFY
Shadow Hills
Parcel
16-17
105 $455.000
FY 17-18
$455.000
FY 17-18
$455.00
FY 17-18 Total
$47,775.00
T51
Valencia High School
Parcel
802 $580.005
$591.431
$550.00
$441,100.00
T52
Stonecrest Lower
Parcel
459 $841.143
$857.713
$857.71
$393,688.89
T62
Canyon Heights
Parcel
215 $600.000
$600.000
$600.00
$129,000.00
T65
Fair Oaks
Parcel
394 $975.464
$994.681
$0.00
$0.00
T65A
Fair Oaks Ranch
EBU
1,075.000
$582.642
$594.120
$0.00
$0.00
T65B
Fair Oaks Park
EBU
710.000
$212.144
$216.323
$0.00
$0.00
T67
Miramontes
Parcel
420 $866.054
$883.115
$500.00
$210,000.00
T68
West Creek
West Creek RES
EBU
1,129.600
$112.603
$114.821
$114.82
$129,700.67
West Creek COM
EBU
8.625
$128.312
$130.839
$130.83
$17128.36
1,138.225
$130,829.03
T69
West Hills
West Hills RES
EBU
873.000
$621.479
$633.723
$0.00
$0.00
West Hills COM
EBU
7.440
$605.668
$617.599
$0.00
$0.00
880.440
$0.00
T69 MWD
West Fills MWD
West Hills RES
EBU
873.000
$433.958
$442.507
$58.58
$51,140.34
West Hills COM
EBU
7.440
$486.810
$496.400
$73.14
$544.16
$51,684.50
T71
Haskell Canyon Ranch
Parcel
223 $598.460
$610.249
$598.45
$133,454.35
T77
West Creek Park
EBU
1,985.800
$73.180
$74.621
$0.00
$0.00
T77 MWD
West Creek Park MWD
EBU
1,985.800
$152.937
$155.950
$80.87
Total
$160,591.65
t
Itl Zone T23 - Consists of 1,490 residential parcels and 3 non-residential parcels: Zone T23 has 951 SF units and 3 non -res; Zone T23-1 has 382 condo units; Zone T23-2
has 156 condo units.
(2) Zone T31 - Consists of 450 residential parcels and one commercial parcel.
Fiscal Year City of Santa Clarita
2017/2018 Landscape and Lighting District
Engineer's Report
Page 30
iW 000WILLDAN
Financial Services
Streetlighting Zones
The Landscaping and Lighting Act of 1972 indicates that lighting assessments may be
apportioned by any formula or method which fairly distributes costs among all lots or
parcels within the District in proportion to the estimated benefits received. The primary
benefits of streetlights are for the convenience, safety, and protection of people and to a
lesser extent the security or protection of property, property improvements, and goods.
The intensity or degree of illumination provided can have a bearing on both.
For Fiscal Year 2017/2018 the proposed assessment rate and maximum assessment rate
for parcel in Streetlighting Zone A is $12.38 per Equivalent Benefit Unit (EBU), which is
the maximum rate previously established by Los Angeles County at the time the original
district parcels (Zone A parcels) were transferred to the City's jurisdiction. The maximum
assessment rate for Zone A does not have a Consumer Price Index (CPI) adjustment.
Subsequent annexations to the City and new developments within the City that receive
special benefit from streetlighting have been assigned to Streetlighting Zone B with a
higher assessment rate that includes the previously described Consumer Price Index
(CPI) adjustment. Therefore, the Streetlighting Zone B maximum assessment rate
established in the prior fiscal year has been adjusted by the authorized increase in the
Consumer Price Index during the preceding year to establish the Zone's maximum
assessment rate for this fiscal year.
The proposed Fiscal Year 2017/2018 assessment rates for the Streetlighting Zones are
summarized in the table below.
CPI Increase: 1.97%
Fiscal Year City of Santa Clarita Engineer's Report
2017/2018 Landscape and Lighting District Page 31
iW 000 WI LLDAN
Financial Services
The following tables provide a summary of the EBU's for each land use shown above for
both Streetlighting Zone A and B.
EBU Summary by Land Use
Streetlighting Zone A
Assessments per EBU: $12.38
and UsaFarcels
Estimated
Units Lot Sq Ft EBU's Assessment
Revenue
SFR
23,638
23,638
-
23,638.00
$292,638.44
CNDO
9,284
9,284
-
9,284.00
$114,935.92
APT2
207
511
-
435.00
$5,384.40
APT5
62
623
-
389.00
$4,815.51
APT21
32
1,039
-
493.00
$6,103.18
APT51
14
1,026
-
379.00
$4,691.96
APT101
14
2,488
-
690.10
$8,543.38
GRP -A
3
-
-
3.00
$37.14
GRP -B
45
-
-
90.00
$1,114.20
GRP -C
24
-
-
60.00
$742.80
GRP -D
98
-
-
294.00
$3,639.72
GRP -E
134
-
-
536.00
$6,635.68
GRP -G
28
-
-
140.00
$1,733.20
GRP -H
135
-
-
675.00
$8,356.50
GRP -1
54
-
-
324.00
$4,011.12
GRP -J
18
-
-
144.00
$1,782.72
GRP -Kt
4
-
315,939.00
21.79
$269.78
GRP -K2
22
-
5,897,931.00
470.65
$5,826.58
GRP -K3
41
-
5,540,813.00
776.41
$9,611.72
EXE
81
-
-
-
$0.00
VAC
80 - - - $0.00
34;018.09 00 38842.95 $480873.95
Fiscal Year City of Santa Clarita Engineer's Report
2017/2018 Landscape and Lighting District Page 32
iW 000WILLDAN
Financial Services
EBU Summary by Land Use (Continued)
Streetlighting Zone B
Assessments per EBU: $78.87
IN
Land Use Parcels UnitRI[t
hiRevenue
Sq Iff
UN
EB Assessment
SFR
13,116
13,116
13,115.82
$1,034,444.45
CNDO
6,195
6,476
-
61476.00
$510,762.12
APT2
4
11
-
9.25
$729.53
APT5
22
324
199.25
$15,714.69
APT21
26
843
-
397.31
$31,335.57
APT51
6
457
-
166.75
$13,151.55
APT101
22
3,965
-
11095.50
$86,402.00
GRP -A
-
-
-
-
$0
GRP -B
38
-
-
76.00
$5,994.12
GRP -C
46
-
-
115.50
$9,109.26
GRP -D
186
-
-
558.00
$44,009.46
GRP -E
71
-
-
284.00
$22,399.08
GRP -G
18
-
-
90.00
$7,098.30
GRP-G&C
1
-
-
7.50
$591.52
GRP -H
504
-
-
2,514.50
$1985318.54
GRP4
30
-
-
178.90
$14,109.84
GRP -J
20
-
-
160.00
$12,619.20
GRP-J&E
1
-
-
12.00
$946.44
GRP -K1
2
-
264,433.00
17.70
$1,395.99
GRP -K2
12
-
9,564,032.60
567.30
$44,742.76
GRP -K3
106
-
13,379,726.23
21406.57
$189,805.80
GRP-KB3
3
-
-
33.93
$2,676.05
GRP -MULTI
1
-
-
18.50
$1,459.09
SFV
1,082
-
-
$0
EXE
1,155
-
-
-
$0
VAC 498 - - - $0
Subtotal ZoneElff 23,165— 25;192 0:28,500.27 $27247815.36
Total 49
Streetlighting 57J83 63;801 34962874.83 677343.22 $2,728689.31
Zones
Fiscal Year City of Santa Clarita Engineer's Report
2017/2018 Landscape and Lighting District Page 33
iW 000WILLDAN
Financial Services
V, ASSESSMENT ROLL
The total proposed assessment for Fiscal Year 2017/2018 and the amount of the total proposed
assessment apportioned to each lot or parcel within the District, as shown on the latest
assessment roll at the Los Angeles County Assessor's Office, are contained in the Assessment
Roll on file in the office of the City Clerk of the City of Santa Clarita, which is incorporated herein
by reference.
The description of each lot or parcel is part of the records of the Assessor of the County of Los
Angeles and these records are, by reference, made part of this Report.
Fiscal Year City of Santa Clarita Engineer's Report
2017/2018 Landscape and Lighting District Page 34
iW 000WILLDAN
Financial Services
V/. ASSESSMENT DIAGRAM
The following pages show an overview of the Landscaping and Streetlighting Zones within the
Landscape and Lighting District. Detailed District boundary diagrams will be available for
inspection at the office of the City Clerk during normal business hours and, by reference, are
made part of this report.
Fiscal Year City of Santa Clarita Engineer's Report
2017/2018 Landscape and Lighting District Page 35
City of Santa Clarita
Landscape Maintenance
Zones 7, 15, 16, 18, 19, T1, T23, T23A, T23B, T46, T47,
T51, T68, T69 and T77
16
VA
A
T47
T23
70
Zone 7
Zone 15
Zone 16
Zone 18
Zone 19
Zone T1
Zone T23
Zone T23A
Zone T23B
Zone T46
Zone T47
Zone T51
Zone T68
Zone T69
Zone T77
f r*W
E
nd
Zone 1
Zone 2
Zone 3
Zone 4
Zone 5
Zone 6
Zone 8
29
PU
5
T31
A
Zone 20
Zone 21 p
Zone 23 � Tl
Zone 24
o
Zone 25
Zone 26 21
Zone 29
Zone 30
Zone 31
Zone T17 City of Santa Clarita
Zone T29 Landscape Maintenance
Zone T31 Zones 1, 2, 3, 4, 5, 6, 8, 20, 21, 23, 24, 25,
26, 29, 30, 31, T17, T29 and T31
Mem
City of Santa Clarita
Landscape Maintenance
Zones T33, T52, T65, T65A and T65B
T65B
r
T52
Zone T33 ( '
Zone T52 T65A
N
Zone T65
Zone T65A 9 W+ E
s
Zone T65B
N
City of Santa Clarita
Landscape Maintenance - E
Zones T20, T44, T48, T62, T67 and T71
701
Zone T20
Zone T44
I Zone T48
Zone T62
Zone T67
1 Zone T71
1 Citv Bounda
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APPENDIX
There are over 1,200 acres of maintained landscaping benefiting properties located in 60 active
Landscaping Zones within the District (61 if Zone T1 is included). Detailed plans and
specifications for these improvements are on file in the City of Santa Clarita Special District's
office. However, general descriptions written below characterize landscaping improvements that
benefit the properties in each Landscaping Zone.
The LMD zones listed below are categorized by the type and character of their improvements and
benefits. The name of the Zone(s) is followed by a description of the associated improvements.
Zone 2008-1 Major Thoroughfare Medians:
Properties in this zone receive a benefit from maintenance and improvement to medians on the
City's major thoroughfares. Typical maintenance and improvement activities include: care of
Landscaping, hardscape, irrigation systems, ornamental structures, signage, lighting, and plant
material consisting of: turf, ground cover, shrubs, trees and flowers. Landscaping activities
performed within the boundary of this zone are on easements or public rights of way.
Zones 7 Creekside, 19 Bridgeport / Bouquet, T-2 Old Orchard, T-3 and T -3B Valencia Hills,
T-4 Valencia Meadows, T-5 Valencia Glen, T-6 South Valley, T-7 Central & North Valley, T-
8 Valencia Glen, T-46 Northbridge, T-47 North Park, and T-51 Valencia High School:
These zones are best characterized as primarily benefiting owners of residential property through
an interconnecting system of landscaped paseos. Typical maintenance and improvement
activities include care for: slopes, parks, parkways and side panels, local medians, tunnels,
paseos, paseo bridges, fences, walls, swales, hardscape, irrigation systems, ornamental
structures, signage, lighting, playground equipment, play courts and drinking fountains. Plant
material consists of: turf, ground cover, shrubs, trees and flowers. Landscaping activities
performed in these zones are on easements or public rights of way.
Zones 3 Sierra Heights, 5 Sunset Hills, 6 Canyon Crest, 15 River Village, 21 Golden Valley
Ranch Residential, 27 Circle J Ranch, 29 Villa Metro, 30 Penlon, 31 Five Knolls, T-17,
Rainbow Glen, T-20 EI Dorado Village, T-23 Mountain View, T -23A Mountain View Condos,
T -23B Seco Villa Condos, T-29 American Beauty, T-31 Shangri-La, T-33 Canyon Park, T-44
Bouquet Canyon, T-48 Shadow Hills T-52 Stone Crest, T-62 Canyon Heights, T-65 Fair
Oaks, T -65A Fair Oaks Ranch, T -65B Fair Oaks Ranch Park, T-67 Miramontes, T-68 West
Creek, T-69 West Hills, T-71 Haskell Canyon Ranch and T-77 West Creek Park:
These zones are best characterized by primarily benefiting owners of residential property through
maintaining irrigated and non -irrigated slopes and beautifying entry corridors. Typical
maintenance and improvement activities include care for: slopes, parks, parkways, side panels,
local medians, fences, swales, hardscape, irrigation systems, ornamental structures, signage,
lighting, and playground equipment. Plant material consists of: turf, ground cover, shrubs, trees
and flowers. Landscaping activities performed in these zones are on easements or public rights
of way.
Fiscal Year City of Santa Clarita Engineer's Report
2017/2018 Landscape and Lighting District APPENDIX
iW 000WILLDAN
Financial Services
Zones 8 Ackerman Avenue, 23 Montecito, 24 Canyon Gate, 25 Valle Di Oro:
These zones are best characterized primarily benefiting owners of residential property through
maintaining smaller Landscaping areas consisting of parkways and side panels buffering the
benefiting properties from City streets. The Landscaping materials consist of: turf, ground cover,
shrubs, trees and flowers which is maintained by irrigation systems. The LMD maintains a slope
benefiting Canyon Gate property owners. Landscaping activities performed in these zones are on
easements or public rights of way.
Zones 1 Golden Valley Centex, 2 Edwards Cinema, 4 Via Princessa/Sierra Highway, 16
Valencia Industrial Center, 17 Bouquet/Railroad Avenue, 18 Town Center / Tourney Road,
20 Golden Valley Ranch Commercial, 22 HMNMH (Henry Mayo Newhall Hospital), 26 Centre
Pointe, 28 Newhall, and T-1 Faircliff:
These zones are best characterized as primarily benefiting commercial and retail properties.
Typical maintenance and improvement activities include care for: slopes, parkways and side
panels, local fences, walls, swales, hardscape, irrigation systems, ornamental structures,
signage, lighting and monument signs. Plant material consists of: turf, ground cover, shrubs, trees
and flowers. Landscaping activities performed in these zones are on easements or public rights
of way.
Fiscal Year City of Santa Clarita Engineer's Report
2017/2018 Landscape and Lighting District APPENDIX
City of Santa Clarlta
Engineer's Report
Drainage Benefit Assessment Areas
(DBAA) NOS. 3, 6918,19, 20, 22,
2008=11 2008-2, 2013-1, 2014=1 and 2015=1
FISCAL YEAR 2017/2018
Intent
Meeting:
May
23,
2017
Public
Hearing:
June
13,
2017
Prepared on: May 89 2017
*WILLDAN
Financial Services
CITY OF SANTA CLARITA
DRAINAGE BENEFIT ASSESSMENT AREA
(DBAA) Nos. 3, 6, 18, 19, 20, 22, 2008-15 2008-25 2013-11 2014-1 and 2015-1
ENGINEER'S REPORT
CERTIFICATE
This Report describes the Drainage Benefit Assessment Areas (DBAAs) including the
improvements, budgets, parcels, and assessments to be levied for Fiscal Year 2017/2018, as
they 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 the DBAAs. The undersigned respectfully submits the enclosed Report as
directed by the City Council.
Dated this day of , 2017.
Willdan Financial Services
Assessment Engineer
By: By:
Stacee Reynolds Richard Kopecky
Sr. Project Manager, District Administration Services R. C. E. # 16742
I HEREBY
CERTIFY the enclosed Engineer's
Report,
together
with Assessment
Roll and
Assessment
Diagram thereto attached, was filed
with me
on the
day of
, 2017.
By:
Mary Cusick, City Clerk
City of Santa Clarita
Los Angeles County, California
I HEREBY CERTIFY 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 , 2017.
By:
Mary Cusick, City Clerk
City of Santa Clarita
Los Angeles County, California
TABLE OF CONTENTS
/.
Exhibit
OVERVIEW................................................................................................................. 1
DBAA No.
A.
INTRODUCTION............................................................................................................
1
DBAA No.
B.
RIGHT TO VOTE ON TAXES ACT (PROPOSITION 218) ..............................................
1
A
18
PLANS AND SPECIFICATIONS.....................................................................................
2
DBAA No.
A.
DESCRIPTION OF THE DRAINAGE BENEFIT ASSESSMENT AREAS ......................
2
DBAA No.
20
ESTIMATEOF COSTS..................................................................................................
6
/V.
22
METHOD OF ASSESSMENT..................................................................................
8
DBAA No.
A.
BACKGROUND.............................................................................................................8
H -
DBAA No.
B.
SPECIAL BENEFIT........................................................................................................
8
Exhitbit
C.
GENERAL BENEFIT.....................................................................................................11
2014-1
Exhitbit
D.
APPORTIONMENT.......................................................................................................13
2015-1
E.
ANNUAL ESCALATORS..............................................................................................14
V
ASSESSMENT DIAGRAM....................................................................................
16
4LASSESSMENT
ROLL............................................................................................
17
APPENDICES
A. Assessment Boundary Diagrams
Exhibit
A -
DBAA No.
3
Exhibit
B -
DBAA No.
6
Exhibit
C -
DBAA No.
18
Exhibit
D -
DBAA No.
19
Exhibit
E -
DBAA No.
20
Exhibit
F -
DBAA No.
22
Exhibit
G -
DBAA No.
2008-1
Exhibit
H -
DBAA No.
2008-2
Exhibit
I - DBAA No. 2013-1
Exhitbit
J —
DBAA No.
2014-1
Exhitbit
K
— DBAA No.
2015-1
B. Assessment Roll
�WI LLDAN
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/, OVERVIEW
A. INTRODUCTION
This report is prepared in compliance with the requirements of Article 4 of Chapter 6.4, of
the Benefit Assessment Act of 1982, (hereinafter referred to as the "1982 Act") of the
California Government Code. The City Council of the City of Santa Clarita, being the
legislative body for the Drainage Benefit Assessment Areas (DBAAs), may, pursuant to
the 1982 Act, levy annual assessments and act as the governing body for the operations
and administration of the DBAAs. The 1982 Act provides for the levy of annual
assessments after formation of an assessment district for the continued maintenance and
servicing of the district improvements. The costs associated with the installation,
maintenance, and service of the improvements may be assessed to those properties
which benefit by the installation, maintenance, and service.
B. RIGHT TO VOTE ON TAXES ACT (PROPOSITION 218)
On November 5, 1996, the electorate approved Proposition 218, Right to Vote on Taxes
Act, which added Articles XIIIC and XIIID to the California Constitution. The Proposition
affects all assessments upon real property for a special benefit conferred on the property.
Assessments imposed under the 1982 Act are special benefit assessments. However,
Proposition 218 also exempts any assessments imposed to finance costs associated with
drainage systems. In Santa Clarita, required drainage systems due to development of land
may require the property owner, as a condition of development approval, to annex into or
form a Drainage Benefit Assessment Area (DBAA) to pay for its ongoing maintenance. As
such, owners and subsequent owners of benefiting parcels are assessed annually. DBAA
Nos. 3, 6, 18, 20, 22, 2008-1, 2008-2, 2013-1, 2014-1 and 2015-1 were formed in this way.
The one exception to the above formation process is DBAA No. 19, whose formation was
initiated by a group of homeowners in response to rising groundwater in their immediate
neighborhood.
Assessments for DBAA Nos. 3, 6, 18, and 19 are exempt from the provisions of
Proposition 218. Therefore, subsequent increases, if any, will be subject to the procedures
and approval process of Section 4 of Article XIIID.
DBAA Nos. 20, 22, 2008-1, 2008-2, 2013-1, 2014-1 and 2015-1 were established under
the provisions of Proposition 218, and the maximum assessments may be increased by
the annual change in CPI. For the annual assessment rates to be increased above the
maximum allowable assessment rates, the increase rates will be subject to the procedures
and approval process of Section 4 of Article MID.
Assessments, if authorized by the City Council, will be placed on the 2017/2018 Los
Angeles County Property Tax Roll. Reserve funds will be used to fund the maintenance
and service until the first installment of assessment funds are distributed by the County
Tax Collector in December of 2017.
Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1, 2008-2, 2013-11 2014-1 and 2015-1 Engineer's Report
2017/2018 Page 1
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A PLANS AND SPECIFICATIONS
A. DESCRIPTION OF THE DRAINAGE BENEFIT ASSESSMENT AREAS
The proposed services involve the maintenance and operation of surface and subsurface
drainage systems constructed for Tract No. 36496 (DBAA No. 3); Tract No. 43528 (DBAA
No. 6); Tract No. 44965 (DBAA No. 18); the Four Oaks Area (DBAA No. 19); Tract Nos.
47863, 46626, and 50536 (DBAA No. 20); Tract Nos. 51857 and 52372 (DBAA No. 22);
Tract Nos. 53425-02 and 53425-03 (DBAA No. 2008-1); Tract No. 52414-01, lots 9
through 17 (DBAA No. 2008-2 GVR Commercial); Tract No. 62322 (DBAA No. 2013-1,
Villa Metro); Tract No. 53425 (DBAA No. 2014-1 River Village Area C); and Tract No.
60258 (DBAA No. 2015-1 Five Knolls) as shown in Appendix A.
The services necessary for the DBAAs include, but are not limited to, and may generally
be described as shown below:
• DBAA No. 3: Whites Canyon Road and Nadal Street
The drainage facilities consist of three observation wells without pumps and sixteen
horizontal drains or hydraugers. The drainage facilities are shown on Exhibit A.
Maintenance and operation of the drainage facilities involve: 1) inspection, monitoring,
and evaluations; 2) well and appurtenant facilities unclogging and clean-out; 3) annual
geologist review with a report and recommendations; 4) installation of dewatering
devices and other mitigation measures; and 5) maintenance and repair.
• DBAA No. 6: Shangri-La Drive and Nathan Hill Road
The drainage facilities consist of one pump station, three observation wells with
pumps, six observation wells without pumps, one access shaft, and six hydraugers.
The drainage facilities are shown on Exhibit B.
Maintenance and operation of the drainage facilities involve: 1) inspection, monitoring,
and evaluations; 2) well and appurtenant facilities unclogging and clean-out; 3) annual
geologist review with a report and recommendations; 4) installation of dewatering
devices and other mitigation measures; 5) maintenance and repair.
• DBAA No. 18: Bakerton Street
The drainage facilities consist of one pump station, one sump pump drainage system,
five access shafts, and twenty-one observation wells without pumps. The drainage
facilities are shown on Exhibit C.
Maintenance and operation of the drainage facilities involve: 1) inspection, monitoring,
and evaluations; 2) well and appurtenant facilities unclogging and clean-out; 3) annual
geologist review with a report and recommendations; 4) installation of dewatering
devices and other mitigation measures; 5) maintenance and repair.
• DBAA No. 19: Four Oaks east of Camp Plenty Road
The drainage facilities consist of two pumps and two observation wells without pumps.
The drainage facilities are shown on Exhibit D.
Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1, 2008-2, 2013-11 2014-1 and 2015-1 Engineer's Report
2017/2018 Page 2
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Maintenance and operation of the drainage facilities involve: 1) inspection, monitoring,
and evaluations; 2) well unclogging and clean-out; 3) installation of dewatering devices
and other mitigation measures; 4) maintenance and repair.
• DBAA No. 20: Whites Canyon Road and Canyon Crest Drive
The drainage facilities consist of two observation wells, eight monitoring wells, terrace
drains, Swale drains, storm drains, and appurtenant facilities. The boundaries of DBAA
No. 20 are shown on Exhibit E.
Maintenance and operation of the drainage facilities involve: 1) inspection, monitoring,
and evaluations; 2) unclog and clean-out wells and appurtenant facilities; 3)
maintenance and repair; 4) installation of dewatering devices and other mitigation
measures; 5) annual geologist review with a report and recommendations; and 6)
administration.
• DBAA No. 22: Shadow Pines Boulevard and Narcissus Crest Avenue
The drainage facilities consist of sub drains, terrace drains, parkway culverts, Swale
drains, down drains, inlet structures, flumes, stand pipes, debris walls, catch basins,
and all storm drain and related structures and appurtenant facilities. The boundaries
of DBAA No. 22 are shown on Exhibit F.
Maintenance and operation of the drainage facilities involve: 1) inspection, monitoring,
and evaluations; 2) drain and appurtenant facilities unclogging and clean-out; 3)
annual geologist review with a report and recommendations; 4) installation of
dewatering devices and other mitigation measures; and 5) maintenance and repair.
• DBAA No. 2008-1: River Village
The drainage facilities consist of two (2) water quality basins (extended dry detention
basins). The boundaries of DBAA No. 2008-1 are shown on Exhibit G.
The water quality basins treat runoff from portions of the River Village development.
The basins are extended dry detention basins with surface flow wetland that is
vegetated and landscaped with native vegetation. The basins also have subsurface
low -flow devices. Extended dry detention basins are designed to detain stormwater
runoff for some minimum time (e.g., 48 hours) to allow particles and associated
pollutants to settle. Additionally, the basins have been designed to reduce the two-
year peak flow from the post -development condition to the pre -development condition.
The difference in the pre -and post -development stormwater runoff generated by a two-
year storm, and by a 0.75 -inch (first flush) storm, will be collected, detained, and
treated in the basins, before it is released into the Santa Clara River. Regular
maintenance is required in order for the basins to function correctly within the design
parameters.
Maintenance and operation of the drainage facilities involve but are not limited to: 1)
silt/debris removal; 2) landscaping replacement; 3) replacement of piping and gravel
media; 4) storm damage repair; 5) periodic maintenance and repair, and 6) annual
review with a report and recommendations.
Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1, 2008-2, 2013-11 2014-1 and 2015-1 Engineer's Report
2017/2018 Page 3
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• DBAA No. 2008-2: Golden Valley Ranch — Commercial
The drainage facilities consist of Storm Drain Line "D", several or numerous lateral
lines, and a continuous deflection separation unit. The boundaries of DBAA No. 2008-
2 are shown on Exhibit H.
Services involve the maintenance and operation of Storm Drain Line "D" in Tract No.
52414-01 and all lateral lines associated with Line "D," including the continuous
deflection separation unit. Storm Drain Line "D" drains portions of the Golden Valley
Ranch Commercial development and is the only storm drain line that is not being
accepted into the Los Angeles County Flood Control District's system.
Regular maintenance is required in order for the storm drain line and lateral lines to
function correctly within the design parameters.
Maintenance and operation of the drainage facilities involve: 1) inspection, monitoring,
and evaluations; 2) well and appurtenant facilities unclogging and clean-out; 3) annual
geologist review with a report and recommendations; 4) installation of dewatering
devices and other mitigation measures; 5) maintenance and repair.
• DBAA No. 2013-1: Villa Metro
The drainage facilities consist of one (1) storm drain box culvert. The boundaries of
DBAA No. 2013-1 are shown on Exhibit I.
The storm drain box culvert places the existing open channel that runs along the
frontage of the development underground, thereby gaining additional area to develop.
Regular maintenance is required in order for the box culvert to function correctly within
the design parameters. The services necessary include, but are not limited to, and
may be generally described as: 1) inspection, 2) storm damage repair, 3) cleaning can
this be replaced with silt and debris removal and 4) administration.
• DBAA No. 2014-1: River Village Area C
The drainage facilities consist of one (1) water quality basin (extended dry detention
basin), the facilities not maintained by LACFLD (shown in the Storm Drain
Improvement Plans for Tract No. 53425, M.T.D. No. 1819, Sheet 3A), and project
mitigation measures outlined in the Environmental Impact Report to reduce the
amount of pollutants in urban runoff prior to its discharge into the Santa Clarita River.
The boundaries of DBAA No. 2014-1 are shown on Exhibit J.
The water quality basin treats runoff from portions of the River Village development.
The basin is an extended dry detention basin with surface wetland that is vegetated
and landscaped with native vegetation. Extended dry detention basins are designed
to detain the stormwater runoff for some minimum time (e.g. 48 hours) to allow
particles and associated pollutants to settle. Additionally, the basins have been
designed to reduce the two-year peak flow from the post -development condition to the
pre -development condition. The difference in the pre- and post -development
stormwater runoff generated by a two-year storm, and by a 0.75 inch (first flush) storm,
will be collected, detained, and treated in the basins, before it is released into the Santa
Clarita River. Regular maintenance is required in order for the basins to function
correctly within the design parameters.
Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1, 2008-2, 2013-11 2014-1 and 2015-1 Engineer's Report
2017/2018 Page 4
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The services necessary for this area include, but are not limited to, and may be
generally described as: 1) silt/debris removal, 2) landscaping replacement, 3)
replacement of piping and gravel, 4) storm damage repair, 5) periodic maintenance
and repair, and 6) annual review with a report and recommendations.
• DBAA No. 2015-1: Five Knolls
The services involve the maintenance and operation of the two (2) water quality basin
(extended detention basins) and one (1) bio Swale required for Five Knolls Tract No.
60258 by the Urban Storm Mitigation Plan (USMP) and the project mitigation
measures outlined in the Environmental Impact Report to reduce the amount of
pollutants in urban runoff prior to its discharge into the Santa Clara River. The basins
treat runoff from portions of the Five Knolls Development. The water quality basin is
an extended dry detention basin with wetland that is vegetated and landscaped with
native vegetation. Extended detention basins are basins whose outlets have been
designed to detain the storm water runoff for some minimum time (e.g. 48 hours) to
allow particles and associated pollutants to settle. Additionally, the basins have been
designed to reduce the 2 -year peak flow from the post -development condition to the
pre -development condition. The difference in the pre -and post -development
Stormwater runoff generated by a 2 -year storm, and by a 0.75 -inch (first flush) storm,
will be collected, detained, and treated in the basins, before it is released into the Santa
Clara River. Regular maintenance is required in order for the basins to function
correctly within the design parameters.
The services necessary for the District include, but are not limited to, and may be
generally described as: 1) silt/debris removal, 2) landscaping replacement, 3)
replacement of piping and gravel media as needed, 4) storm damage repair, and 5)
annual review with a report and recommendations.
The boundaries of DBAA No. 2015-1 are shown on Exhibit K.
Plans and Specifications for the DBAA improvements 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.
Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1, 2008-2, 2013-11 2014-1 and 2015-1 Engineer's Report
2017/2018 Page 5
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///. ESTIMATE OF COSTS
The 1982 Act provides that the estimated costs of the improvements shall include the total cost
of the improvements for Fiscal Year 2017/2018, including incidentals, which may include reserves
to operate the DBAAs until funds are transferred to the City from the County around December
10 of the next fiscal year.
The 1982 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
each DBAA is the total cost of maintenance and servicing with adjustments either positive or
negative for reserves, surpluses, deficits, and/or contributions.
Estimated costs of improvements for the DBAAs are voluminous and not bound in this report, but
by this 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.
Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1, 2008-2, 2013-11 2014-1 and 2015-1 Engineer's Report
2017/2018 Page 6
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3 Whites Canyon / Nadal
$534,281
$285413
$25312
$0
$30,725
$27,199
$0
$970
$28,169
$13,600
$523,238
6 Shangri-la/Nathan Hill
($274,814)
$265553
$0
$17,000
$435553
$0
$0
$0
$0
$0
($231,261)
18 Bakerton Street
($2281015)
$445361
$0
$0
$44,361
$0
$0
$0
$0
$0
($183,654)
19 Four Oaks
$276,298
$3,306
$0
$3,420
$65726
$46,800
$0
$0
$46,800
$232400
$339,772
20 Canyon Crest
$345,364
$355485
$15456
$0
$36,941
$35,194
$0
$0
$35,194
$17,597
$329,514
Shadow Pines / Narcissus
22 Crest
$32,954
$125367
$104
$0
$125471
$145524
$0
$0
$14,524
$7,262
$23,639
2008.1 River Village
$576,784
$445077
$2,334
$0
$46,411
$63,611
$0
$0
$63,611
$31,806
$527,778
2008-2 Golden Valley -Commercial
$982260
$145908
$422
$0
$15,330
$12,062
$0
$0
$122062
$6,031
$95,497
2013-1 Villa Metro
$21,183
$15,706
$83
$0
$15,789
$12,134
$0
$0
$12,134
$6,067
$18,771
2014.1 River Village-AreaC
$74,088
$555084
$383
$0
$55,467
$28,541
$0
$0
$28,541
$14,271
$86,744
2015-1 Five Knolls
$53,707 $54,844 $482 $0 $55,326 $0 $0 $0 $0 $0 $109,033
t- $7,576 $20,420 $363,100 $240,065 $0 t $241,035
Note: Amounts are rounded to the nearest dollar.
A Reserve fund has been established for DBAA No. 3, 20, 22, 2008-1, and 2008-2 to cover the first six months of expenses annually before collection
from the County has been received, as well as unexpected expenses. The funds have been allowed to build up gradually in anticipation of any
maintenance costs that can and do occur.
A Reserve fund has been established for DBAA No. 6 and 18; however, those funds have been depleted, and the fund is operating in a deficit, requiring
a City Contribution to maintain the required levels of ongoing maintenance. Operations and capital costs for this year are increased to meet water quality
requirements of the Los Angeles County Sanitation Districts.
A Reserve fund has been established for DBAA No. 19; however, those funds have been depleted, and the fund is operating in a deficit, requiring a
City Contribution to maintain the required levels of ongoing maintenance.
Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1, 2008-2, 2013-1, 2014-1 and 2015-1 Engineer's Report
2017/2018 Page 7
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N, METHOD OF ASSESSMENT
The following is the approved assessment methodologies for the DBAAs:
A. BACKGROUND
The Benefit Assessment Act of 1982 provides that assessments maybe apportioned upon
all assessable lots or parcels of land within an assessment district in proportion to the
estimated benefits to be received by each lot or parcel from the improvements. In addition,
Proposition 218 requires that a parcel's assessment may not exceed the reasonable cost
of the proportional special benefit conferred on that parcel.
Proposition 218 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 a DBAA. The general enhancement of
property value does not constitute a special benefit.
B. SPECIAL BENEFIT
DBAA Nos. 3, 6, 18, 19, 20, 22, and 2008-1
The installation and continued maintenance of drainage improvements by the developers,
sub -dividers of the land, was guaranteed through the establishment of a DBAA, as a
condition of subdivision and development. Had the installation of the improvements and
the guaranteed maintenance not occurred, the lots would not have been established and
could not have been sold to any distinct and separate owner. Thus, the ability to establish
each distinct and separate lot which permits the construction of a building or structure on
the property and the ownership and sale of the distinct lot in perpetuity is a particular and
distinct special benefit conferred only to the real property located in the DBAA.
The lots were established once the conditions regarding the improvements and the
continued maintenance was guaranteed. As a result, each lot within the DBAA is conferred
a particular and distinct special benefit from the improvements and to the same degree.
DBAA No. 3 is a multi -family residential development and is assessed based on the
number of dwelling units within the development. DBAA Nos. 6, 18, 19, 20, 22, and 2008-
1 are single-family residential developments, and each developable lot is one dwelling
unit, so these developments are assessed based on the number of dwelling units within
them.
The DBAA drainage improvements were established to provide for surface and/or
subsurface water removal in order to promote and maintain desirable soil conditions, soil
stability, and/or slope stability for the subdivided lots within the DBAA. Therefore, the
drainage improvements and the continued maintenance thereof, confer a particular and
distinct special benefit to the real property located within the DBAA.
Fiscal Year DBAA Nos. 3, 6, 18, 197 20, 22, 2008-1, 2008-2, 2013-17 2014-1 and 2015-1 Engineer's Report
2017/2018 Page 8
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Financial Services
In addition, all of the above contributes to a specific increase in property desirability and
specific enhancement of the property value, which confers a particular and distinct special
benefit upon the real property located within the DBAA.
DBAA No. 2008-2
There are two (2) categories of special benefits identified for DBAA 2008-2:
1.
The
benefit
related
to
the
satisfaction of a Condition of Development, and
2.
The
benefit
related
to
the
functionality of the drainage system.
Satisfaction of Conditions of Development
The drainage improvements for the commercial portion of the Golden Valley Ranch
development were installed by the developers, the sub -dividers of the land. A condition
of approval of the commercial development was the guarantee of ongoing
maintenance for the drainage system (Condition of Approval EN53). Most of the
drainage improvements are acceptable to the Los Angeles County Flood Control
District (LACFCD) and will be accepted into the County system for maintenance. Lots
1 through 14 of Tract No. 52414-01 have satisfied this condition.
Storm Drain Line "D" is not acceptable to LACFCD and will not be accepted into their
system. Therefore, for Lots 15, 16 and 17 to satisfy Condition of Approval EN53, the
continued maintenance of Storm Drain Line "D" must be guaranteed through the
establishment of a DBAA or some other form of guaranteed financing. Should the
guaranteed maintenance not occur, the Condition of Approval for the development of
these lots would not be satisfied, and the lots would not be able to have Building
Permits finalized or Certificates of Occupancy issued. Thus, the ability to develop
these lots to construct a building or structure on the property is a particular and distinct
special benefit conferred only to Lots 15, 16 and 17.
Therefore, due to the satisfaction of Condition EN53, Lots 15, 16, and 17 are uniquely
benefited by, and receive a direct advantage from, the guaranteed funding of
maintenance for Storm Drain Line "D" improvements and are conferred a particular
and distinct special benefit over and above general benefits.
Functionality of the Drainage System
The southern portion of the Golden Valley Ranch Commercial development is
comprised of Lots 9 through 17 and is identified as the South Plaza area. These lots
all function as a cohesive shopping plaza and are connected to each other through
driving lanes and parking lots. Storm Drain Line "D" serves the area drains in the
southerly quadrant of this plaza, including a portion of the truck delivery path of travel
for this entire plaza.
Because of the interconnectivity between portions of the South Plaza area, the proper
maintenance and functioning of Storm Drain Line "D" provides a particular and distinct
special benefit to all the properties in the South Plaza by allowing traffic to flow
unimpeded by poor drainage.
Fiscal Year DBAA Nos. 3, 6, 18, 197 20, 22, 2008-1, 2008-2, 2013-17 2014-1 and 2015-1 Engineer's Report
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Therefore, Lots 9 through 17 are uniquely benefited by, and receive a direct advantage
from, the proper functioning and maintenance of Storm Drain Line "D" improvements
and are conferred a particular and distinct special benefit over and above general
benefits.
DBAA No. 2013-1
The drainage improvements were installed by the developers, subdividers of the land,
and the continued maintenance was guaranteed through the establishment of a DBAA.
If the installation of the improvements and the guaranteed maintenance did not occur,
the individual parcels would not have been established and could not have been sold
to any distinct and separate owner. The establishment of each distinct and separate
parcel is a special benefit which permits the construction of a building or structure on
the property and the ownership and sale of the distinct parcel in perpetuity.
The parcels were established once the conditions regarding the improvements and
the continued maintenance was guaranteed. As a result, each parcel within the DBAA
receives a special and distinct benefit from the improvements. Villa Metro Tract No.
62322 consists of predominantly residential units, so the development is assessed
based the residential units or the equivalent residential units. There are a total of 293
residential units, 22 live -work units, and 1 commercial parcel planned within the tract.
DBAA No. 2014-1
The drainage improvements were installed by the developers, subdividers of the land,
and the continued maintenance was guaranteed through the establishment of a DBAA.
If the installation of the improvements and the guaranteed maintenance did not occur,
the individual parcels would not have been established and could not have been sold
to any distinct and separate owner. The establishment of each distinct and separate
parcel is a special benefit which permits the construction of a building or structure on
the property and the ownership and sale of the distinct parcel in perpetuity.
The parcels were established once the conditions regarding the improvements and
the continued maintenance was guaranteed. As a result, each parcel within the DBAA
receives a special and distinct benefit from the improvements. River Village Tract No.
53425, Area C is comprised of multi -family residential developments and a private
road. These parcels are assessed based on the specific drainage area on each
proposed lot. Total drainage sub -basin area within the tract is 26.29 acres.
DBAA No. 2015-1
In the development the drainage improvements were installed by the developers.
Subdividers of the land and the continued maintenance was guaranteed through the
establishment of a Drainage Benefit Assessment Area. If the installation of the
improvements and the guaranteed maintenance did not occur, the development would
not have been established and could not have been sold to any distinct and separate
owner. The establishment of a buildable lot is a special benefit which permits the
construction of a building or structure on the property and the ownership and sale of
the distinct lot in perpetuity. All the lots are established at the same time once the
conditions regarding the improvements and the continued maintenance are
guaranteed. As a result, each lot within the District receives a special and distinct
benefit from the improvements. This special benefit has been identified as the
Fiscal Year DBAA Nos. 3, 6, 18, 197 20, 22, 2008-1, 2008-2, 2013-17 2014-1 and 2015-1 Engineer's Report
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"Condition of Approval Benefit" and this benefit applies to all properties within Five
Knolls Tract No. 60258.
All parcels within the development benefit from flood prevention. The drainage system
is designed to carry storm water runoff to the water quality basins for retention and
disbursement. This capacity is an integral part of the overall storm drain and flood
control system for the development. This benefit is defined as the "Flood Prevention
Benefit" and applies to all properties within Five Knolls Tract No. 60258.
Within the development, several areas drain directly into the water quality basins.
During dry weather runoff events, the drainage from these properties will be captured
and disbursed into the water quality basins, by-passing the County maintained storm
drain system. Properties that drain directly into the water quality basins receive a
"Direct Drainage Benefit".
These Three (3) benefits make up the total benefits from the drainage improvements.
For DBAA No. 2015-1 there are two (2) distinct benefit zones. Zone A is comprised of
parcels that benefit from all three special benefits, while Zone B is comprised of parcels
that only benefit from the "Condition of Approval Benefit" and "Flood Prevention
Benefit". These zones are shown on the Assessment Diagram in Exhibit K.
C. GENERAL BENEFIT
DBAA Nos. 3. 6.18. 19. 20. 22. 2008-1. 2008-2.2013-1 and 2014-1
The drainage facilities are located within and/or immediately adjacent to properties within
the DBAAs. They were installed and are maintained particularly and solely to serve, and
for the benefit of, the properties within the DBAAs. Any benefit received by properties
outside of the DBAAs is inadvertent and unintentional. Therefore, any general benefits
associated with the drainage facilities of the DBAAs are merely incidental, negligible, and
non -quantifiable.
DBAA No. 2015-1
In addition to the special benefits received by the parcels within the District, there are
general benefits conferred by the proposed improvements. These general benefits are
associated with runoff from public streets adjacent to the development. General benefit
has been determined based on the drainage areas (tributaries to the water quality basins),
which directly correlates to the amount of storm water runoff from each drainage area.
Fiscal Year DBAA Nos. 3, 6, 18, 197 20, 22, 2008-1, 2008-2, 2013-17 2014-1 and 2015-1 Engineer's Report
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Based on the approved Water Quality Plans (on file at the office of the City Clerk of the
City of Santa Clarita), the following are the drainage areas within the development
boundary contributing to the water quality basins.
Tract 60258
Drainage
Benefit
Area Zones
Area (Acres)
Type
Golden Valley Road
22.73
General
Zone A
79.00
Special
Zone B
83.53
Special
Total:
185.26
The drainage improvements along Golden Valley Road are considered general benefit,
based on the allocation of total benefit and the drainage area above, the general vs.
special benefit is allocated as follows:
General vs. Special Benefit Calculation:
Total Benefits
Condition of Approval Special Benefit
50%
Flood Prevention Special Benefit
Percent of
Total Benefit
Direct Drainage Special Benefit
50%
General Benefit
12.27%
Total Benefit:
100%
General vs. Special Benefits
Final Benefit Percentages:
Conditions of Approval Benefit
Drainage
Area Totals
Percentage
Percent of
Total Benefit
Benefit
Percentage
General Benefit
22.73
12.27%
50%
6.13%
Special Benefit
162.53
87.73%
43.87%
185.26
100.00%
50.00%
Final Benefit Percentages:
Conditions of Approval Benefit
Drainae
Percentage
Benefit
Percentage
Flood Prevention Benefit Zone A&B
162.53
1 67.29%
1 29.52%
Special Benefit
79.00
32.71%
14.35%
Totals
241.53
43.87%
Final Benefit Percentages:
Conditions of Approval Benefit
50.00%
Flood Prevention Special Benefit
29.52%
Direct Drainage Special Benefit
14.35%
General Benefit
6.13%
Totals
100.00%
Of the total benefit for the drainage improvements, 50% of the benefit is considered
"Condition of Approval Benefit", 29.52% of the benefit is considered "Flood Prevention
Special Benefit", 14.35% of the benefit is considered "Direct Drainage Special Benefit",
and 6.13% of the benefit is considered "General Benefit".
Fiscal Year DBAA Nos. 3, 6, 18, 197 20, 22, 2008-1, 2008-2, 2013-17 2014-1 and 2015-1 Engineer's Report
2017/2018 Page 12
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D. APPORTIONMENT
DBAA Nos. 3. 6. 18. 19. 20. 22. and 2008-1:
All parcels receive the same special benefit from the improvements due to their use and
similar proximity to the improvements. Therefore, each parcel is assessed an equal
amount. However, undeveloped parcels are assessed for their proportionate share based
on the number of proposed units to be built on that parcel.
DBAA 2008-2:
The estimated costs are apportioned equally to each of the two categories of special
benefit. All parcels receive the same degree of special benefit within each benefit category
due to the similar (commercial) use of each parcel. Therefore, each parcel is assessed
based on the proportionate gross acreage of each Assessor's parcel as a share of the
total acres within each benefit category.
DBAA 2013-1:
Each residential unit is assessed one (1) Equivalent Residential Unit (ERU), and each
commercial parcel is assessed at a rate 9.72 ERUs per acre, which is the density of
residential units within the tract (32.42 gross residential acres / 315 residential units = 9.72
units per acre). The 22 live -work units are assessed 1 ERU for the residential unit plus
9.72 ERUs per acre of non-residential use (including one parking space). The typical live -
work unit is 2,400 SF (square feet) with 20% of the area assigned to non-residential use,
which equals 480 SF. The typical parking space is 180 SF. Therefore, the non-residential
use of a live work unit is defined as 660 SF. Live -work units are assigned an additional
0.15 ERU (660 SF / 43,560 SF per acre X 9.72 ERUs per acre) for the non-residential use,
for a total of 1.15 ERUs per live -work unit. Vacant land is assessed its proportionate share
of the proposed ERUs based on acreage, or 9.81 ERUs per gross acre.
DBAA 2014-1:
All parcels receive special benefit from the improvements based on the amount of
stormwater runoff from the parcel to the water quality basin improvements. Therefore,
each parcel is assessed an amount based on the drainage area of the parcel, which
directly correlates to the amount of stormwater runoff from each parcel. There are 12.38
drainage acres designated for 87 single-family residential (SFR) units, 12.71 drainage
acres designated for 152 single-family attached condominium (CON) units, and 1.2
drainage acres for the recreation center which is common area. Since the recreation
center is common area for the entire development and equally owned by each unit, the
assessment for the recreation center is divided equally among all 239 units.
DBAA 2015-1:
The single family residential lot has been selected as the basic unit for calculation of
assessments and is defined as one Equivalent Dwelling Unit (EDU). A methodology has
been developed to calculate the EDU's for other residential land uses and for non-
residential parcels. Every land -use is converted to EDU's: parcels containing apartments
are converted to EDU's based on the number of dwelling units on each parcel of land;
commercial parcels are converted based on the lot size of each parcel of land.
Fiscal Year DBAA Nos. 3, 6, 18, 197 20, 22, 2008-1, 2008-2, 2013-17 2014-1 and 2015-1 Engineer's Report
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The EDU
method is seen as
the most appropriate
and equitable method of spread of
benefit to
each parcel from the
improvements since it
is based on land -use type and parcel
size.
Single Family Residential (SFR). Parcels zoned for single family residential uses are
assessed 1 EDU per dwelling unit. Parcels designated as SFR land -use will be assessed
1 EDU per dwelling unit, including vacant subdivided residential lots and vacant land
zoned for single family residential uses with a tentative or final tract map.
Multiple Family Residential. Multiple -residential (including condominiums) land use
equivalencies are determined based on the number of dwelling units on each parcel. Due
to population density and size of structure relative to the typical single family residence,
each dwelling unit defined as multi -family residential, including condominiums, would be
0.75 EDU.
The EDU's assigned to a multiple -residential parcel are calculated by multiplying the
number of dwelling units by the EDU factor of 0.75.
Non -Residential. In converting non-residential properties to EDU's, the factor used is the
typical standard single family residential lot area and the number of lots that could be
subdivided into an acre of land. All properties that are developed for non-residential uses
are therefore assigned 6.4 EDU's per acre based on the average SFR lot size within the
tract. These include commercial, industrial, church, school, and other non-residential uses.
Vacant and Park Parcels. Vacant graded parcels contribute to the overall drainage of the
development, but only at a fraction of the amount. Based on the Los Angeles County
Hydrology Manual, park parcels have a drainage impervious percentage of 10%.
Therefore, vacant and park parcels are assigned equivalency units at the rate of one-tenth
of improved property which is 6.4 EDUs/acre x one-tenth = 0.64 EDUs/acre.
E. ANNUAL ESCALATORS
DBAA Nos. 20, 22, 2008-1, 2008-2, 2013-1, 2014-1 and 2015-1 were established with an
annual assessment escalation clause. The maximum assessment rate will increase 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 year, the
annual change in CPI is 1.97%.
DBAA Nos. 3, 6, 18, and 19 were established without escalators.
Fiscal Year DBAA Nos. 3, 6, 18, 197 20, 22, 2008-1, 2008-2, 2013-17 2014-1 and 2015-1 Engineer's Report
2017/2018 Page 14
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Assessment Rates
3
232.00
$122.47
$0.00
$122.47
$122.47
$283413.04
6
167.00
$159.00
$0.00
$159.00
$159.00
$26,553.00
18
279.00
$159.00
$0.00
$159.00
$159.00
$44,361.00
19
174.00
$19.00
$0.00
$19.00
$19.00
$33306.00
20
281.00
$123.84
$2.44
$126.28
$126.28
$35,484.68
22
40.00
$303.20
$5.97
$309.17
$309.17
$123366.80
2008-1
432.00
$241.97
$4.77
$246.73
$102.03
$44,076.96
2008-2 Conditioned
12.57
$1,524.86
$30.04
$1,554.90
$766.82
$92641.30
2008-2 (South Plaza)
23.39
$447.66
$8.82
$456.47
$225.17
$53266.73
2013-1 (Villa Metro)
325.51
$47.33
$0.93
$48.25
$48.25
$15,705.86
2014-1 River Village Area C SFR
144.00
$187.03
$3.68
$190.71
$190.71
$27,462.24
2014-1 (River Village Area C
Townhouse)
83.00
$310.86
$6.12
$316.98
$316.98
$26,309.34
2014-1 (Undeveloped)
0.61
$2,110.09
$41.57
$2,151.66
F $2,151.65
$12312.51
2015-1 Five Knolls Zone A
167.87
$200.50
$3.95
$204.45
$204.44
$34,319.34
2015-1 (Five Knolls Zone B)
137.78
$146.10
$2.88
$148.97
$148.97
$20,525.09
Note: CPI increase: 1.97%. All maximum assessment rates are rounded down to the nearest penny.
Fiscal Year DBAA Nos. 3, 6, 18, 197 20, 22, 2008-1, 2008-2, 2013-17 2014-1 and 2015-1 Engineer's Report
2017/2018 Page 15
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V ASSESSMENT DIAGRAM
The boundary diagram for each DBAA is included herein as Appendix A and is part of this report.
The lines and dimensions of each lot or parcel within the DBAAs are those lines and dimensions
shown on the maps of the Los Angeles County Assessor for the Fiscal Year to which this Report
applies. The Assessor's maps and records are incorporated by reference herein and made part
of this Report.
Fiscal Year DBAA Nos. 3, 6, 18, 197 20, 22, 2008-1, 2008-2, 2013-17 2014-1 and 2015-1 Engineer's Report
2017/2018 Page 16
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V/, ASSESSMENT ROLL
An Assessment Roll, which describes each assessable lot or parcel of land in a DBAA and the
Fiscal Year 2017/2018 assessment, is made a part of this report as Appendix B. A copy of the
Assessment Roll is also on file at the office of the City Clerk of the City of Santa Clarita.
Parcel identification,
for each lot or
parcel
in a
DBAA,
shall
be the parcel as shown on the
Los Angeles County
Assessor's Map
for the
year
in which
this
Report is prepared.
Fiscal Year DBAA Nos. 3, 6, 18, 197 20, 22, 2008-1, 2008-2, 2013-17 2014-1 and 2015-1 Engineer's Report
2017/2018 Page 17
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APPENDIX A
DBAA Boundary Diagrams
Exhibit A DBAA No. 3
Exhibit
B -
DBAA
No.
6
Exhibit
C -
DBAA
No.
18
Exhibit
D -
DBAA
No.
19
Exhibit
E -
DBAA
No.
20
Exhibit
F -
DBAA
No.
22
Exhibit
G -
DBAA
No.
2008-1
Exhibit
H -
DBAA
No.
2008-2
Exhibit
I -
DBAA
No.
2013-1
Exhibit
J -
DBAA
No.
2014-1
Exhibit
K -
DBAA
No.
2015-1
Fiscal Year Engineer's Report
APPENDIX A
DBAA Nos. 3,
6,
18,
19,
20,
22,
2008-1, 2008-2, 2013-1,
2014-1, and 2015-1
2017/2018
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Exhibit A- DBAA No. 3
Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-11 2008-2, 2013-1, 2014-1, and 2015-1 Engineer's Report
2017/2018 APPENDIX A
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Exhibit B - DBAA No. 6
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2017/2018 APPENDIX A
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Exhibit G - DBAA No. 2008-1
Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-11 2008-2, 2013-1, 2014-1, and 2015-1 Engineer's Report
2017/2018 APPENDIX A
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Exhibit H — DBAA No. 2008-2
Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-11 2008-2, 2013-1, 2014-1, and 2015-1 Engineer's Report
2017/2018 APPENDIX A
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Exhibit I - DBAA No. 2013-1
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2017/2018 APPENDIXA
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APPENDIX B
Assessment Roll
Drainage Benefit Assessment Area
(DBAA) Nos. 3, 69 18, 1% 209 225 2008-15 2008-29 2013-11 2014-1 and 2015-1
The Assessment Rolls for the DBAAs are on file in the office of the City Clerk of the City of Santa
Clarita, where they are available for public inspection. The Assessment Rolls are incorporated
herein by reference.
The description of
each lot
or parcel is part of the records of the Assessor
of the County of Los
Angeles and these
records
are, by reference, made part of this Report.
2008-1,
Fiscal Year
DBAA Nos. 3,
6,
18,
19,
20,
22,
2008-1,
2008-2,
2013-1,2014-1, and 2015-1
Engineer's Report
2017/2018
APPENDIX B
City of Santa Clarlta
Engineer's Report
Open Space Maintenance District
(Golden Valley Ranch)
Fiscal_ YEAR 2017/2018
Intent
Meeting:
May
23,
2017
Public
Hearing:
June
13,
2017
Prepared on: May 89 2017
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Financial Services
CITY OF SANTA CLARITA
OPEN SPACE MAINTENACE DISTRICT
(GOLDEN VALLEY RANCH)
ENGINEER'S REPORT
CERTIFICATE
This Report describes the District including the improvements, budgets, parcels and
assessments to be levied for fiscal year 2017/2018, as they 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 the District. The
undersigned respectfully submits the enclosed Report as directed by the City Council.
Dated this day
2017.
By:
Stacee Reynolds
Sr. Project Manager, District Administration Services
Willdan Financial Services
Assessment Engineer
Bv:
Richard Kopecky
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 ,
2017.
Bv:
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 , 2017.
By:
Mary Cusick, City Clerk
City of Santa Clarita
Los Angeles County, California
TABLE OF CONTENTS
1. OVER VIEW ..........................................................................................1
Il. PLANS AND SPECIFICATIONS..........................................................2
A. IMPROVEMENTS AUTHORIZED BY THE 1972 ACT ................................................... 2
B. DESCRIPTION OF IMPROVEMENTS TO BE MAINTAINED AND SERVICED ............. 3
111. EST/MATE OF COSTS.....................................................................4
IV. METHOD OF APPORTIONMENT OF ASSESSMENT ......................4
A. GENERAL......................................................................................................................4
B. PROPOSITION 218 BENEFIT ANALYSIS..................................................................... 5
C. REASON FOR THE ASSESSMENT.............................................................................. 6
D. SPECIAL BENEFIT ANALYSIS..................................................................................... 6
E. ASSESSMENT APPORTIONMENT AND RATES......................................................... 6
V. ASSESSMENT ROLL....................................................................... 8
VI. ASSESSMENT DIAGRAM................................................................9
WILLDAN
Financial Services
L OVERVIEW
A. BACKGROUND
In January of 2002, the City Council approved the Golden Valley Ranch Development.
Approval of this development included the construction of 498 single-family residential units,
approximately 610,930 square feet of commercial uses, a turn -key elementary school, a 2.3
net -acre trail head, a 1.6 -acre fire station pad, and the dedication of approximately 920 acres
of natural undeveloped open space.
In conjunction with the approval of this development, the City, the Owner (PacSun), and the
Golden Valley Ranch Task Force entered into a settlement agreement set forth in the
Judgment of the Superior Court of the State of California Case No. BC269070, filed July 29,
2002, in which, among other things, in exchange for approval of the residential development,
the Owner agreed to set aside open space within the development and be responsible for the
ongoing maintenance of such open space, and the City agreed to initiate formation
proceedings for a special assessment district for the ongoing maintenance of the open space.
B. EFFECTS OF PROPOSITION 218
On November 5 1996, the electorate approved Proposition 218, Right to Vote on Taxes Act,
which added Articles XIIIC and XIIID to the California Constitution. The Article MID affects all
assessments upon real property for a special benefit conferred on the property. Assessments
imposed under the Landscaping and Lighting Act of 1972 are these types of benefit
assessments.
The provisions of Proposition 218 can be summarized in four general areas:
1. Strengthens the general and special tax provisions of Propositions 13 and 62;
2. Extends the initiative process to all local taxes, assessments, fees and charges;
3. Adds substantive and procedural requirements to assessments; and
4. Adds substantive and procedural requirements to property -related fees and charges.
On November 25, 2003, the City Council considered adoption of resolutions to initiate
proceedings for and declare its intent to the formation of the District. At that time, PacSun, as
the sole owner of the Golden Valley Ranch Development, provided the City with a petition,
giving approval to the formation of the open space maintenance district.
Fiscal Year Open Space Maintenance District (Golden Valley Ranch) Engineer's Report
2017/2018 Page 1
WILLDAN
Financial Services
ll. PLANS AND SPECIFICATIONS
A. IMPROVEMENTS AUTHORIZED BY THE 1972 ACT
As applicable or may be applicable to this District, the 1972 Act defines improvements to
mean one or any combination of the following:
• The installation or planting of landscaping.
• The installation or construction of statuary, fountains, and other ornamental
structures and facilities.
• The installation or construction of public lighting facilities.
• The installation or construction of any facilities which are appurtenant to any of the
foregoing or which are necessary or convenient for the maintenance or servicing
thereof, including, but not limited to, grading, clearing, removal of debris, the
installation or construction of curbs, gutters, walls, sidewalks, or paving, or water,
irrigation, drainage, or electrical facilities.
• The maintenance or servicing, or both, of any of the foregoing.
• The acquisition of any existing improvement otherwise authorized pursuant to this
section.
Incidental expenses associated with the improvements 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 publishing, posting and mailing of
notices;
• Compensation payable to the County for collection of assessments;
• Compensation of any engineer or attorney employed to render services;
• 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:
• Repair, removal, or replacement of all or any part of any improvement.
• Providing for the life, growth, health, and beauty of landscaping, including
cultivation, irrigation, trimming, spraying, fertilizing, or treating for disease or injury.
• The removal of trimmings, rubbish, debris, and other solid waste.
Fiscal Year Open Space Maintenance District (Golden Valley Ranch) Engineer's Report
2017/2018 Page 2
WILLDAN
Financial Services
The cleaning, sandblasting, and painting of walls and other improvements to
remove or cover graffiti.
B. DESCRIPTION OF IMPROVEMENTS TO BE MAINTAINED AND SERVICED
The improvements proposed to be maintained and serviced are generally described as
the Conservation Easement area, as described in the Judgment of the Superior Court of
the State of California Case No. BC269070, filed July 29, 2002, which is the open space
area on Tentative Tract Map No. 52414 (Golden Valley Ranch).
Improvements include but are not limited to: trail maintenance and open space
management within the boundaries of said Maintenance District.
The District will fund costs in connection with the District maintenance and servicing
including, but not limited to, labor, electrical energy, water, materials, contracting services,
administration, and other expenses necessary for the satisfactory maintenance and
servicing of these improvements.
Maintenance means the furnishing of services and materials for the ordinary and usual
operation of natural open space land or replacement of all or part of any of the landscaping
or appurtenant improvements; the removal of rubbish, debris and other solid waste; the
cleaning and other improvements to remove or cover graffiti; and trail maintenance.
Servicing means the administration of all aspects of the maintenance and servicing of the
improvements.
Plans and specifications for the improvements, showing the general nature, location and
the extent of the improvements, are on file at the City where they are available for public
inspection and are by reference herein made a part of this report.
Fiscal Year Open Space Maintenance District (Golden Valley Ranch) Engineer's Report
2017/2018 Page 3
WILLDAN
Financial Services
III. ESTIMATE OF COSTS
The estimated costs for the operation, maintenance and servicing of the facilities, shown below,
are the estimated costs of maintenance if the facilities were fully maintained for Fiscal Year
2017/2018. The 1972 Act provides that the total cost of the maintenance and services, together
with incidental expenses, may be financed from the assessment proceeds. The incidental
expenses may include engineering fees, legal fees, printing, mailing, postage, publishing, and all
other related costs identified with the district proceedings.
Maintenance & Servicing Costs
Natural Open Space Trails $39,000.00
Administration Costs 132666.00
Capital Improvement
Trail Heads and Trails 0.00
Transfer Out to GASB 45 125.00
$52,791.00
Operating and Capital Reserve
Prior Year (surplus) or deficit FY 16-17
$174,165.58
(179,652.00)
The 1972 Act requires that a special fund be set-up for the revenues and expenditures of the
District. Funds raised by assessment shall be used only for the purpose as stated herein. The
City may advance funds to the District, if needed, to ensure adequate cash flow, and will be
reimbursed for any such advances upon receipt of assessments. Any surplus or deficit remaining
on July 1 must be carried over to the next fiscal year
IV. METHOD OF APPORTIONMENT OF ASSESSMENT
A. GENERAL
Part 2 of Division 15 of the Streets and Highways Code, the Landscaping and Lighting Act
of 1972, permits the establishment of Maintenance Districts by cities for the purpose of
providing certain public improvements which include the construction, maintenance and
servicing of street lights, traffic signals and landscaping facilities.
Section 22573, Landscaping and Lighting Act of 1972 requires that maintenance
assessments be levied according to benefit rather than according to assessed value. This
section states:
"The net amount to be assessed upon lands within an Maintenance District may be
apportioned by any formula or method which fairly distributes the net amount among all
assessable lots or parcels in proportion to the estimated benefits to be received by each
such lot or parcel from the improvements."
Fiscal Year Open Space Maintenance District (Golden Valley Ranch) Engineer's Report
2017/2018 Page 4
WI LLDAN
Financial Services
The Act permits the designation of zones of benefit within any individual Maintenance
District if "by reason of variations in the nature, location, and extent of the improvements,
the various areas will receive different degrees of benefit from the improvements." (Sec.
22574). Thus, the 1972 Act requires the levy of a true "assessment" rather than a "special
tax."
B. PROPOSITION 218 BENEFIT ANALYSIS
The costs of the proposed improvements have been identified and allocated to properties
within the District based on special benefit. The improvements to be provided by this
District and for which properties will be assessed have been identified as an essential
component and local amenity that provides a direct reflection and extension of the
properties within the District which the property owners and residents have expressed a
high level of support.
This District was formed to provide and establish landscape and lighting enhancement
that affects the presentation of the surrounding properties and developments and will
directly benefit the parcels to be assessed within the District. The assessments and
method of apportionment is based on the premise that the assessments will be used to
construct and install landscape improvements within the existing District as well as provide
for the annual maintenance of those improvements, and the assessment revenues
generated District will be used solely for such purposes.
In conjunction with the provisions of the 1972 Act, the California Constitution Article XIIID
addresses several key criteria for the levy of assessments, notably:
Article XIIID Section 2d defines District as follows
"District means an area determined by an agency to contain all parcels which will receive
a special benefit from a proposed public improvement or property -related service';
Article XIIID Section 2i defines Special Benefit as follows:
"Special benefit" means a particular and distinct benefit over and above general benefits
conferred on real property located in the district or to the public at large. General
enhancement of property value does not constitute "special benefit."
Article XIIID Section 4a defines proportional special benefit assessments as follows:
"An agency which proposes to levy an assessment shall identify all parcels which will have
a special benefit conferred upon them and upon which an assessment will be imposed.
The proportionate special benefit derived by each identified parcel shall be determined in
relationship to the entirety of the capital cost of a public improvement, the maintenance
and operation expenses of a public improvement, or the cost of the property related
service being provided. No assessment shall be imposed on any parcel which exceeds
the reasonable cost of the proportional special benefit conferred on that parcel."
The
method
of apportionment (method of assessment) set forth in the Report is based on
the
premise
that each assessed
property receives special benefits from the landscape
and
lighting
improvements in the
District, and the assessment obligation for each parcel
reflects that
parcel's proportional
special benefits as compared to other properties that
receive special benefits.
Fiscal Year
Open Space Maintenance District (Golden Valley Ranch) Engineer's Report
2017/2018
Page 5
WILLDAN
Financial Services
To identify and determine the proportional special benefit to each parcel within the District,
it is necessary to consider the entire scope of the improvements provided as well as the
properties that benefit from those improvements. The improvements and the associated
costs described in this Report, have been carefully reviewed and have been identified and
allocated based on a benefit rationale and calculations that proportionally allocate the net
cost of only those improvements determined to be of special benefit to properties within
the District. The various public improvements and the associated costs have been
identified as either "general benefit" (not assessed) or "special benefit".
C. REASON FOR THE ASSESSMENT
The assessment is proposed to be levied to defray the costs of the maintenance and
servicing of the open space conservation area improvements, as previously defined herein
in Part A of this Report.
D. SPECIAL BENEFIT ANALYSIS
Parcels within the District will be assessed for the maintenance of those improvements
that provide a special benefit to the project. Article XIIID of the California Constitution
defines special benefit as:
"A particular and distinct benefit over and above general benefits conferred on real
property located in the district or to the public at large. General enhancement of property
value does not constitute 'special benefit'."
Per the Judgment of the Superior Court of the State of California Case No. BC269070,
filed July 29, 2002, the setting aside and on-going maintenance of natural open space
areas is a condition of developing the residential portion of Tentative Tract No. 52414
(Golden Valley Ranch).
Without the open space areas, residential development would not be allowed to occur
within the boundaries of the Tentative Tract; therefore, all real property proposed to be
developed for residential uses receive and are conferred a particular and distinct special
benefit from these open space areas and their maintenance. Non-residential properties
are not subject to this condition and therefore do not receive special benefit from the
improvements. The general benefits associated with these open space areas and their
maintenance are considered incidental, negligible and nonquantifiable.
E. ASSESSMENT APPORTIONMENT AND RATES
As stated above, only residential property receives special benefits for the on-going
maintenance of the designated open space within Tentative Tract No. 52414 (Golden
Valley Ranch). There are 142.05 net acres of land designated for residential development
within the tentative tract. The special benefit to each residential acre of land is the same:
the ability to develop. Therefore, the assessment is apportioned to the residential
development areas on a per acre basis.
$47,304.58 / 142.05 acres = $333.01 / acre
The table below provides the projected assessment apportionment for the two types of
planned residential unit areas within the Golden Valley Ranch development and shows
Fiscal Year Open Space Maintenance District (Golden Valley Ranch) Engineer's Report
2017/2018 Page 6
�XI LLDAN
Financial Services
the estimated
maximum annual assessment rate per
residential unit given
the following
assumptions.
These rates are based on the following
development scheme:
129.89 acres currently designated for 404 single family residential (SFR) units,
12.16 acres currently designated for 95 single family condominium (CON) units
CPI Increase =1.97%
Note: Assessment amounts are slightly different from budgeted amounts due to rounding of assessment to the nearest penny.
If the number of residential units differs from those projected above, the maximum
assessment rates per residential unit will also differ.
The maximum annual maintenance assessment rates will be increased each year by the
annual change in the Consumer Price Index (CPI) for All Urban Consumers, for the Los
Angeles, Riverside and Orange County areas.
The actual assessments levied in any fiscal year will be as approved by the City Council
and may not exceed the maximum assessment rate without receiving property owner
approval for the increase.
Fiscal Year Open Space Maintenance District (Golden Valley Ranch) Engineer's Report
2017/2018 Page 7
WILLDAN
Financial Services
V. ASSESSMENT ROLL
The total proposed assessment for Fiscal Year 2017/2018 and the amount of the total proposed
assessment apportioned to each lot or parcel within the District, as shown on the latest
assessment roll at the Los Angeles County Assessor's Office, are contained in the Assessment
Roll on file in the office of the City Clerk of the City of Santa Clarita, which is also made a part of
this Report.
This Assessment Roll includes the proposed residential development areas that make up
Tentative Tract Map No. 52414 (Golden Valley Ranch).
Fiscal Year Open Space Maintenance District (Golden Valley Ranch) Engineer's Report
2017/2018 Page 8
City of Santa Clarita
Open Space Maintenance District (Golden Valley Ranch)
Fiscal Year 2017/18 Assessment Roll
2841-059-002
SFV
1
0.32
107.07
2841-059-003
SFV
1
0.32
107.07
2841-059-004
SFV
1
0.32
107.07
2841-059-005
SFV
1
0.32
107.07
2841-059-006
SFV
1
0.32
107.07
2841-059-007
SFV
1
0.32
107.07
2841-059-008
SFV
1
0.32
107.07
2841-059-009
SFV
1
0.32
107.07
2841-059-010
SFV
1
0.32
107.07
2841-059-011
SFV
1
0.32
107.07
2841-059-012
SFV
1
0.32
107.07
2841-059-013
SFV
1
0.32
107.07
2841-059-014
SFV
1
0.32
107.07
2841-059-015
SFV
1
0.32
107.07
2841-059-016
SFV
1
0.32
107.07
2841-059-017
SFV
1
0.32
107.07
2841-059-018
SFV
1
0.32
107.07
2841-059-019
SFV
1
0.32
107.07
2841-059-020
SFV
1
0.32
107.07
2841-059-021
SFV
1
0.32
107.07
2841-059-022
SFV
1
0.32
107.07
2841-059-023
SFV
1
0.32
107.07
2841-059-024
SFV
1
0.32
107.07
2841-059-025
SFV
1
0.32
107.07
2841-059-026
SFV
1
0.32
107.07
2841-059-027
SFV
1
0.32
107.07
2841-059-028
SFV
1
0.32
107.07
2841-059-029
SFV
1
0.32
107.07
2841-059-030
SFV
1
0.32
107.07
2841-060-001
SFV
1
0.32
107.07
2841-060-002
SFV
1
0.32
107.07
2841-060-003
SFV
1
0.32
107.07
2841-060-004
SFV
1
0.32
107.07
2841-060-005
SFV
1
0.32
107.07
2841-060-006
SFV
1
0.32
107.07
2841-060-007
SFV
1
0.32
107.07
2841-060-008
SFV
1
0.32
107.07
2841-060-009
SFV
1
0.32
107.07
2841-060-010
SFV
1
0.32
107.07
2841-060-011
SFV
1
0.32
107.07
2841-060-012
SFV
1
0.32
107.07
2841-060-013
SFV
1
0.32
107.07
2841-060-014
SFV
1
0.32
107.07
2841-060-015
SFV
1
0.32
107.07
2841-060-016
SFV
1
0.32
107.07
2841-060-017
SFV
1
0.32
107.07
2841-060-018
SFV
1
0.32
107.07
2841-060-019
SFV
1
0.32
107.07
2841-060-020
SFV
1
0.32
107.07
2841-060-021
SFV
1
0.32
107.07
2841-060-022
SFV
1
0.32
107.07
2841-060-023
SFV
1
0.32
107.07
Willdan Financial Services Page 1 of 8
City of Santa Clarita
Open Space Maintenance District (Golden Valley Ranch)
Fiscal Year 2017/18 Assessment Roll
2841-060-024
SFV
1
0.32
107.07
2841-060-025
SFV
1
0.32
107.07
2841-060-026
SFV
1
0.32
107.07
2841-060-027
SFV
1
0.32
107.07
2841-060-028
SFV
1
0.32
107.07
2841-060-029
SFV
1
0.32
107.07
2841-060-030
SFV
1
0.32
107.07
2841-060-031
SFV
1
0.32
107.07
2841-060-032
SFV
1
0.32
107.07
2841-060-033
SFV
1
0.32
107.07
2841-060-034
SFV
1
0.32
107.07
2841-060-035
SFV
1
0.32
107.07
2841-060-036
SFV
1
0.32
107.07
2841-060-037
SFV
1
0.32
107.07
2848-038-001
SFV
1
0.32
107.07
2848-038-002
SFV
1
0.32
107.07
2848-038-003
SFV
1
0.32
107.07
2848-038-004
SFV
1
0.32
107.07
2848-038-005
SFV
1
0.32
107.07
2848-038-006
SFV
1
0.32
107.07
2848-038-007
SFV
1
0.32
107.07
2848-038-008
SFV
1
0.32
107.07
2848-038-009
SFV
1
0.32
107.07
2848-038-010
SFV
1
0.32
107.07
2848-038-011
SFV
1
0.32
107.07
2848-038-012
SFV
1
0.32
107.07
2848-038-013
SFV
1
0.32
107.07
2848-038-014
SFV
1
0.32
107.07
2848-038-015
SFV
1
0.32
107.07
2848-038-016
SFV
1
0.32
107.07
2848-038-017
SFV
1
0.32
107.07
2848-038-018
SFV
1
0.32
107.07
2848-038-019
SFV
1
0.32
107.07
2848-038-020
SFV
1
0.32
107.07
2848-038-021
SFV
1
0.32
107.07
2848-038-022
SFV
1
0.32
107.07
2848-038-023
SFV
1
0.32
107.07
2848-038-024
SFV
1
0.32
107.07
2841-070-001
SFV
1
0.32
107.07
2841-070-002
SFV
1
0.32
107.07
2841-070-003
SFV
1
0.32
107.07
2841-070-004
SFV
1
0.32
107.07
2841-070-005
SFV
1
0.32
107.07
2841-070-006
SFV
1
0.32
107.07
2841-070-007
SFV
1
0.32
107.07
2841-070-008
SFV
1
0.32
107.07
2841-070-009
SFV
1
0.32
107.07
2841-070-010
SFV
1
0.32
107.07
2841-070-011
SFV
1
0.32
107.07
2841-070-012
SFV
1
0.32
107.07
2841-070-013
SFV
1
0.32
107.07
2841-070-014
SFV
1
0.32
107.07
2841-070-015
SFV
1
0.32
107.07
Willdan Financial Services Page 2 of 8
City of Santa Clarita
Open Space Maintenance District (Golden Valley Ranch)
Fiscal Year 2017/18 Assessment Roll
2841-070-016
SFV
1
0.32
107.07
2841-070-017
SFV
1
0.32
107.07
2841-070-018
SFV
1
0.32
107.07
2841-070-019
SFV
1
0.32
107.07
2841-070-020
SFV
1
0.32
107.07
2841-070-021
SFV
1
0.32
107.07
2841-070-022
SFV
1
0.32
107.07
2841-070-023
SFV
1
0.32
107.07
2841-070-024
SFV
1
0.32
107.07
2841-070-025
SFV
1
0.32
107.07
2841-070-026
SFV
1
0.32
107.07
2841-070-027
SFV
1
0.32
107.07
2841-070-028
SFV
1
0.32
107.07
2841-070-029
SFV
1
0.32
107.07
2841-070-030
SFV
1
0.32
107.07
2841-070-031
SFV
1
0.32
107.07
2841-070-032
SFV
1
0.32
107.07
2841-070-033
SFV
1
0.32
107.07
2841-071-001
SFV
1
0.32
107.07
2841-071-002
SFV
1
0.32
107.07
2841-071-003
SFV
1
0.32
107.07
2841-071-004
SFV
1
0.32
107.07
2841-071-005
SFV
1
0.32
107.07
2841-071-006
SFV
1
0.32
107.07
2841-071-007
SFV
1
0.32
107.07
2841-071-008
SFV
1
0.32
107.07
2841-071-009
SFV
1
0.32
107.07
2841-071-010
SFV
1
0.32
107.07
2841-071-011
SFV
1
0.32
107.07
2841-071-012
SFV
1
0.32
107.07
2841-071-013
SFV
1
0.32
107.07
2841-071-014
SFV
1
0.32
107.07
2841-071-015
SFV
1
0.32
107.07
2841-071-016
SFV
1
0.32
107.07
2841-071-017
SFV
1
0.32
107.07
2841-071-018
SFV
1
0.32
107.07
2841-071-019
SFV
1
0.32
107.07
2841-071-020
SFV
1
0.32
107.07
2841-071-021
SFV
1
0.32
107.07
2841-071-022
SFV
1
0.32
107.07
2841-071-023
SFV
1
0.32
107.07
2841-071-024
SFV
1
0.32
107.07
2841-071-025
SFV
1
0.32
107.07
2841-071-026
SFV
1
0.32
107.07
2841-071-027
SFV
1
0.32
107.07
2841-071-028
SFV
1
0.32
107.07
2841-071-029
SFV
1
0.32
107.07
2841-071-030
SFV
1
0.32
107.07
2841-071-031
SFV
1
0.32
107.07
2841-071-032
SFV
1
0.32
107.07
2841-071-033
SFV
1
0.32
107.07
2841-071-034
SFV
1
0.32
107.07
2841-071-035
SFV
1
0.32
107.07
Willdan Financial Services Page 3 of 8
City of Santa Clarita
Open Space Maintenance District (Golden Valley Ranch)
Fiscal Year 2017/18 Assessment Roll
2841-071-036
SFV
1
0.32
107.07
2841-071-037
SFV
1
0.32
107.07
2841-071-038
SFV
1
0.32
107.07
2841-071-039
SFV
1
0.32
107.07
2841-071-040
SFV
1
0.32
107.07
2841-071-041
SFV
1
0.32
107.07
2841-071-042
SFV
1
0.32
107.07
2841-071-043
SFV
1
0.32
107.07
2841-071-044
SFV
1
0.32
107.07
2841-071-045
SFV
1
0.32
107.07
2841-071-046
SFV
1
0.32
107.07
2841-071-048
SFV
1
0.32
107.07
2841-072-001
SFV
1
0.32
107.07
2841-072-002
SFV
1
0.32
107.07
2841-072-003
SFV
1
0.32
107.07
2841-072-004
SFV
1
0.32
107.07
2841-072-005
SFV
1
0.32
107.07
2841-072-006
SFV
1
0.32
107.07
2841-072-009
SFV
1
0.32
107.07
2841-072-010
SFV
1
0.32
107.07
2841-072-011
SFV
1
0.32
107.07
2841-072-012
SFV
1
0.32
107.07
2841-072-013
SFV
1
0.32
107.07
2841-072-014
SFV
1
0.32
107.07
2841-072-015
SFV
1
0.32
107.07
2841-072-016
SFV
1
0.32
107.07
2841-072-017
SFV
1
0.32
107.07
2841-072-018
SFV
1
0.32
107.07
2841-072-019
SFV
1
0.32
107.07
2841-072-020
SFV
1
0.32
107.07
2841-072-021
SFV
1
0.32
107.07
2841-072-022
SFV
1
0.32
107.07
2841-072-023
SFV
1
0.32
107.07
2841-072-024
SFV
1
0.32
107.07
2841-073-001
SFV
1
0.32
107.07
2841-073-002
SFV
1
0.32
107.07
2841-073-003
SFV
1
0.32
107.07
2841-073-004
SFV
1
0.32
107.07
2841-073-005
SFV
1
0.32
107.07
2841-073-006
SFV
1
0.32
107.07
2841-073-007
SFV
1
0.32
107.07
2841-073-008
SFV
1
0.32
107.07
2841-073-009
SFV
1
0.32
107.07
2841-073-010
SFV
1
0.32
107.07
2841-073-011
SFV
1
0.32
107.07
2841-073-012
SFV
1
0.32
107.07
2841-073-013
SFV
1
0.32
107.07
2841-073-014
SFV
1
0.32
107.07
2841-073-015
SFV
1
0.32
107.07
2841-073-016
SFV
1
0.32
107.07
2841-073-017
SFV
1
0.32
107.07
2841-073-018
SFV
1
0.32
107.07
2841-073-019
SFV
1
0.32
107.07
Willdan Financial Services Page 4 of 8
City of Santa Clarita
Open Space Maintenance District (Golden Valley Ranch)
Fiscal Year 2017/18 Assessment Roll
2841-073-020
SFV
1
0.32
107.07
2841-073-021
SFV
1
0.32
107.07
2841-073-022
SFV
1
0.32
107.07
2841-073-023
SFV
1
0.32
107.07
2841-073-024
SFV
1
0.32
107.07
2841-073-025
SFV
1
0.32
107.07
2841-073-026
SFV
1
0.32
107.07
2841-073-027
SFV
1
0.32
107.07
2841-073-028
SFV
1
0.32
107.07
2841-073-029
SFV
1
0.32
107.07
2841-073-030
SFV
1
0.32
107.07
2841-073-031
SFV
1
0.32
107.07
2841-073-032
SFV
1
0.32
107.07
2841-073-033
SFV
1
0.32
107.07
2841-073-034
SFV
1
0.32
107.07
2841-073-035
SFV
1
0.32
107.07
2841-073-036
SFV
1
0.32
107.07
2841-073-037
SFV
1
0.32
107.07
2841-073-038
SFV
1
0.32
107.07
2841-073-039
SFV
1
0.32
107.07
2841-073-040
SFV
1
0.32
107.07
2841-073-041
SFV
1
0.32
107.07
2841-073-042
SFV
1
0.32
107.07
2841-073-043
SFV
1
0.32
107.07
2841-073-044
SFV
1
0.32
107.07
2841-073-045
SFV
1
0.32
107.07
2841-073-046
SFV
1
0.32
107.07
2841-073-047
SFV
1
0.32
107.07
2841-073-048
SFV
1
0.32
107.07
2841-073-049
SFV
1
0.32
107.07
2841-073-050
SFV
1
0.32
107.07
2841-073-052
SFV
1
0.32
107.07
2841-073-053
SFV
1
0.32
107.07
2841-073-054
SFV
1
0.32
107.07
2841-073-055
SFV
1
0.32
107.07
2841-073-056
SFV
1
0.32
107.07
2841-073-057
SFV
1
0.32
107.07
2841-074-001
SFV
1
0.32
107.07
2841-074-002
SFV
1
0.32
107.07
2841-074-003
SFV
1
0.32
107.07
2841-074-004
SFV
1
0.32
107.07
2841-074-005
SFV
1
0.32
107.07
2841-074-006
SFV
1
0.32
107.07
2841-074-007
SFV
1
0.32
107.07
2841-074-008
SFV
1
0.32
107.07
2841-074-009
SFV
1
0.32
107.07
2841-074-010
SFV
1
0.32
107.07
2841-074-011
SFV
1
0.32
107.07
2841-074-012
SFV
1
0.32
107.07
2841-074-013
SFV
1
0.32
107.07
2841-074-014
SFV
1
0.32
107.07
2841-074-015
SFV
1
0.32
107.07
2841-074-016
SFV
1
0.32
107.07
Willdan Financial Services Page 5 of 8
City of Santa Clarita
Open Space Maintenance District (Golden Valley Ranch)
Fiscal Year 2017/18 Assessment Roll
2841-074-017
SFV
1
0.32
107.07
2841-074-018
SFV
1
0.32
107.07
2841-074-019
SFV
1
0.32
107.07
2841-074-020
SFV
1
0.32
107.07
2841-074-021
SFV
1
0.32
107.07
2841-074-022
SFV
1
0.32
107.07
2841-074-023
SFV
1
0.32
107.07
2841-074-024
SFV
1
0.32
107.07
2841-074-025
SFV
1
0.32
107.07
2841-074-026
SFV
1
0.32
107.07
2841-074-027
SFV
1
0.32
107.07
2841-074-028
SFV
1
0.32
107.07
2841-074-029
SFV
1
0.32
107.07
2841-074-030
SFV
1
0.32
107.07
2841-074-031
SFV
1
0.32
107.07
2841-074-032
SFV
1
0.32
107.07
2841-074-033
SFV
1
0.32
107.07
2841-074-034
SFV
1
0.32
107.07
2841-074-035
SFV
1
0.32
107.07
2841-074-036
SFV
1
0.32
107.07
2841-074-037
SFV
1
0.32
107.07
2841-074-038
SFV
1
0.32
107.07
2841-074-039
SFV
1
0.32
107.07
2841-074-040
SFV
1
0.32
107.07
2841-074-041
SFV
1
0.32
107.07
2841-074-042
SFV
1
0.32
107.07
2841-074-043
SFV
1
0.32
107.07
2841-074-044
SFV
1
0.32
107.07
2841-074-045
SFV
1
0.32
107.07
2841-074-046
SFV
1
0.32
107.07
2841-074-047
SFV
1
0.32
107.07
2841-074-048
SFV
1
0.32
107.07
2841-074-049
SFV
1
0.32
107.07
2841-074-050
SFV
1
0.32
107.07
2841-074-051
SFV
1
0.32
107.07
2841-074-052
SFV
1
0.32
107.07
2841-075-001
SFV
1
0.32
107.07
2841-075-002
SFV
1
0.32
107.07
2841-075-003
SFV
1
0.32
107.07
2841-075-004
SFV
1
0.32
107.07
2841-075-005
SFV
1
0.32
107.07
2841-075-006
SFV
1
0.32
107.07
2841-075-007
SFV
1
0.32
107.07
2841-075-008
SFV
1
0.32
107.07
2841-075-009
SFV
1
0.32
107.07
2841-075-010
SFV
1
0.32
107.07
2841-075-011
SFV
1
0.32
107.07
2841-075-012
SFV
1
0.32
107.07
2841-075-013
SFV
1
0.32
107.07
2841-075-014
SFV
1
0.32
107.07
2841-075-015
SFV
1
0.32
107.07
2841-075-016
SFV
1
0.32
107.07
2841-075-017
SFV
1
0.32
107.07
Willdan Financial Services Page 6 of 8
City of Santa Clarita
Open Space Maintenance District (Golden Valley Ranch)
Fiscal Year 2017/18 Assessment Roll
2841-075-018
SFV
1
0.32
107.07
2841-075-019
SFV
1
0.32
107.07
2841-075-020
SFV
1
0.32
107.07
2841-075-021
SFV
1
0.32
107.07
2841-075-022
SFV
1
0.32
107.07
2841-075-023
SFV
1
0.32
107.07
2841-075-024
SFV
1
0.32
107.07
2841-075-025
SFV
1
0.32
107.07
2841-075-026
SFV
1
0.32
107.07
2841-075-027
SFV
1
0.32
107.07
2841-075-028
SFV
1
0.32
107.07
2841-075-029
SFV
1
0.32
107.07
2841-075-030
SFV
1
0.32
107.07
2841-075-031
SFV
1
0.32
107.07
2841-075-032
SFV
1
0.32
107.07
2841-075-033
SFV
1
0.32
107.07
2841-075-034
SFV
1
0.32
107.07
2841-075-035
SFV
1
0.32
107.07
2841-075-036
SFV
1
0.32
107.07
2841-075-037
SFV
1
0.32
107.07
2841-075-038
SFV
1
0.32
107.07
2841-075-039
SFV
1
0.32
107.07
2841-075-040
SFV
1
0.32
107.07
2841-075-041
SFV
1
0.32
107.07
2841-075-042
SFV
1
0.32
107.07
2841-075-043
SFV
1
0.32
107.07
2841-075-044
SFV
1
0.32
107.07
2841-075-045
SFV
1
0.32
107.07
2841-075-046
SFV
1
0.32
107.07
2841-075-047
SFV
1
0.32
107.07
2841-075-048
SFV
1
0.32
107.07
2841-075-049
SFV
1
0.32
107.07
2841-075-050
SFV
1
0.32
107.07
2841-075-051
SFV
1
0.32
107.07
2841-075-052
SFV
1
0.32
107.07
2841-075-053
SFV
1
0.32
107.07
2841-075-054
SFV
1
0.32
107.07
2841-075-055
SFV
1
0.32
107.07
2841-075-056
SFV
1
0.32
107.07
2841-076-001
SFV
1
0.32
107.07
2841-076-002
SFV
1
0.32
107.07
2841-076-003
SFV
1
0.32
107.07
2841-076-004
SFV
1
0.32
107.07
2841-076-005
SFV
1
0.32
107.07
2841-076-006
SFV
1
0.32
107.07
2841-076-007
SFV
1
0.32
107.07
2841-076-008
SFV
1
0.32
107.07
2841-076-009
SFV
1
0.32
107.07
2841-076-010
SFV
1
0.32
107.07
2841-076-011
SFV
1
0.32
107.07
2841-076-012
SFV
1
0.32
107.07
2841-076-013
SFV
1
0.32
107.07
2841-076-014
SFV
1
0.32
107.07
Willdan Financial Services Page 7 of 8
City of Santa Clarita
Open Space Maintenance District (Golden Valley Ranch)
Fiscal Year 2017/18 Assessment Roll
2841-076-015
SFV
1
0.32
107.07
2841-076-016
SFV
1
0.32
107.07
2841-076-017
SFV
1
0.32
107.07
2841-076-018
SFV
1
0.32
107.07
2841-076-019
SFV
1
0.32
107.07
2841-076-020
SFV
1
0.32
107.07
2841-076-021
SFV
1
0.32
107.07
2841-076-022
SFV
1
0.32
107.07
2841-076-023
SFV
1
0.32
107.07
2841-076-024
SFV
1
0.32
107.07
2841-076-025
SFV
1
0.32
107.07
2841-076-027
SFV
1
0.32
107.07
2841-076-028
SFV
1
0.32
107.07
2841-076-029
SFV
1
0.32
107.07
2841-076-030
SFV
1
0.32
107.07
2841-076-031
SFV
1
0.32
107.07
2841-076-032
SFV
1
0.32
107.07
2841-076-033
SFV
1
0.32
107.07
2841-076-034
SFV
1
0.32
107.07
2841-076-035
SFV
1
0.32
107.07
2841-076-036
SFV
1
0.32
107.07
2841-076-037
SFV
1
0.32
107.07
2841-076-038
SFV
1
0.32
107.07
2841-076-039
SFV
1
0.32
107.07
2841-076-040
SFV
1
0.32
107.07
2841-076-041
SFV
1
0.32
107.07
2841-076-042
SFV
1
0.32
107.07
2841-076-043
SFV
1
0.32
107.07
2841-076-044
SFV
1
0.32
107.07
2841-076-045
SFV
1
0.32
107.07
2841-076-046
SFV
1
0.32
107.07
2841-076-047
SFV
1
0.32
107.07
2841-076-048
SFV
1
0.32
107.07
2841-077-003
CNDOV
95
12.16
4,047.95
Total
142.05
47,304.23
Parcel Count
405
Willdan Financial Services Page 8 of 8
WILLDAN
Financial Services
Vl, ASSESSMENT DIAGRAM
An Assessment Diagram for the Maintenance District is provided on the following page.
The lines and dimensions of each lot or parcel within the Maintenance District are those lines and
dimensions shown on the maps of the Assessor of the County of Los Angeles, for the year when
this Report was prepared, and are incorporated by reference herein and made part of this Report.
Fiscal Year Open Space Maintenance District (Golden Valley Ranch) Engineer's Report
2017/2018 Page 9
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Fiscal Year Open Space Maintenance District (Golden Valley Ranch) Engineer's Report
2017/2018 Page 10
WILLDAN
Financial Services
Fiscal Year Open Space Maintenance District (Golden Valley Ranch) Engineer's Report
2017/2018 Page 11
CITY OF SANTA CLARITA
TOURISM MARKETING DISTRICT
Annual Report
Fiscal Year 2017-18
TMD Overview
The
formation of Santa
Clarita Tourism Marketing
District ("District") in May 2010 aligned with the goals
and
efforts of the City's
21 -Point Business Plan for
Progress.
The District was established and is levied pursuant to the Parking and Business Improvement Area Law of
1989, Part 6 of Division 18 of the California Streets and Highways Code (the "1989 Law") and the
provisions of the California Constitution Article XIIID ("Proposition 218"). Pursuant to the 1989 Law, a
resolution of intention to establish the District was approved on March 23, 2010, and a public hearing,
which was duly noticed, was held on May 11, 2010. Following the public hearing the City Council
determined that majority protest regarding the formation of the District and the proposed assessments
did not exist (no protests were submitted) and subsequently on May 25, 2010 the City Council adopted
Ordinance No. 10-4 establishing the Tourism Marketing District ("TMD" or "District") and the Hotel
Tourism Marketing Benefit Zone therein ("Benefit Zone").
This report prepared on behalf of the Advisory Board, provides an overall description of the proposed
improvements and activities to be funded by the assessments, the estimated annual budget of expenses,
the method of assessment and estimated revenues for Fiscal Year 2017/2018 (commencing July 1, 2017
and ending June 30, 2018).
Hotel
Average
Daily
Transient
Tourism
Occupancy%
Rate (ADR)
Occupancy Tax
Marketing
District
73.6
$109.55
$2.4 M
$452,988
76.5
$113.15
$2.6 M
$485,393
80.1
$121.27
$2.9 M
$546,619
84.7
$129.58
$3.6 M
$618,098
89.1
$150.28
$3.9M
$754,652
Summary of Services & Activities
The Tourism Marketing District funds various services and activities which confer special benefit to the
businesses within the Hotel Tourism Marketing Benefit Zone of the District. These services include, but are
not limited to:
• Promotion of City of Santa Clarita through financial support of key regional and national events that
support tourism
• Development and implementation of destination marketing strategy and promotion designed to
increase visitor attraction to City of Santa Clarita
• Development and undertaking of advertisement and public relations program focused on business and
leisure travel
• Support and funding of the Summer Trolley Route program
• Attendance at key meeting and event producer trade shows
Assessment fees are dedicated to securing visitors and room nights through a mix of marketing programs,
projects and activities, including: marketing promotion, advertising, public relations, visitor services,
market research, partnership marketing and special events promotion.
Programs and advertising opportunities that were implemented during fiscal year 2016/17 as a result of
the establishment of the TMD include:
• Tourism advertising campaigns via digital and commercial spots in the greater Los Angeles region, as
well as Orange County, Greater Los Angeles, San Diego, Inland Empire, Bakersfield, Fresno, Sacramento
and San Francisco.
• Summer Trolley program
• Attending business development tradeshows, including California Society of Association Executives
Seasonal Spectacular, National Association of Sports Commissions Symposium, Smart Meetings and
Connect California.
From amateur events to regional and national championships, Santa Clarita has become a premier sporting
destination. Sport Tourism is the fastest growing sector in the global travel industry and having recognized
that, the City of Santa Clarita now has established funding available to bring more sporting events to town.
Events that Santa Clarita has been able to pursue as a direct result of the established district include, but
are not limited to:
• Wings for Life World Run
• Amgen Tour of California
• Master's College Golf Collegiate Invitational
• Los Angeles Spartan Race
• CA Youth Chess League Scholastic Championship
• F.C. Storm Futbol Tournament
Tourism Marketing District ("TMD") Advisory Board
Pursuant to the Parking and Business Improvement Area Law of 1989 (Section 36500 et seq. of the
Streets and Highways Code of the State of California), the Advisory Board for the Tourism Marketing
District ("TMD") which is appointed by the City Council of the City of Santa Clarita, annually reviews
and makes appropriate recommendations to the City Council by an Annual Report regarding the use of
funds collected through the TMD assessments. The Advisory Board consists of one (1) owner specified
representative from each of the participating hotels within the Hotel Tourism Marketing Benefit Zone,
as well as two (2) City representatives selected by the City Manager.
The following table lists the various businesses/entities currently represented on the Advisory Board:
27413 Wayne Mills Place
Santa Clarita, CA 91355
27513 Wayne Mills Place
Santa Clarita, CA 91355
28523 Westinghouse
Place
Santa Clarita, CA 91355
28508 Westinghouse
Place
Santa Clarita, CA 91355
24500 Town Center Drive
Santa Clarita, CA 91355
23920 Valencia Blvd
Suite 100
Santa Clarita, CA 91355
23920 Valencia Blvd
Suite 100
Santa Clarita, CA 91355
Excel Hotel Group
10660 Scripps Ranch Blvd.
Suite 100
San Diego, CA 92131
Excel Hotel Group
10660 Scripps Ranch Blvd.
Suite 100
San Diego, CA 92131
Apple REIT Companies, Inc.
814 East Main Street
Richmond, VA 23219
Interstate Hotels & Resorts
4501 North Fairfax Avenue
Suite 500
Arlington, VA 22203
Southwest Value Partners
12790 EI Camino Real
San Diego, CA 92130
Advertising
TMD dollars successfully launched comprehensive multi -media advertising campaigns, inclusive of
print, TV commercial, digital ad networks, and social media outlets to attract visitors during the off
season (September thru March). Marketing efforts focused on existing feeder markets such as
Orange County, Greater Los Angeles, San Diego, Inland Empire, Riverside, Bakersfield, Fresno,
Sacramento, San Francisco. TMD dollars allow simultaneous efforts to market to different
audiences: direct consumer/leisure travelers, corporate meeting and conference planners, and
sports tourism event producers. A marketing campaign results in successful branding, measurable
hotel room bookings, a substantial increase in year over year traffic to the Tourism website, and
increased corporate meetings and events. The upward momentum of using TMD funds to market
Santa Clarita as a destination continues to prove successful.
Media Strategy
• Focus media plan on conversions through digital channels including display, mobile, video, email
and social units.
• Geotarget plan with heavy emphasis on top performing California markets.
• Deliver ads to contextually relevant placements through pre -determined content categories:
family travel, theme parks, outdoor activities.
• Target known audience in the market for Los Angeles area travel.
• Retarget off Santa Clarita emails through pixel implementation to not only drive conversions of
previous visitors but to also build look-alike audiences.
• Drive social interaction through use of sweepstakes.
IWO
hd. _;i. lf*_..li_
2016/17 Campaign Results
Non -Sweepstakes
(10/15 — 12/31 & 3/2 — 3/31)
*Traffic directed to 'Plan' landing page
•29,795 sessions on 'Plan' landing page
•12,726,024 campaign impressions
•.35% CTR on digital media
Sweepstakes
(1/1-2/28)
*Traffic directed Facebook contest form
•4,046 contest entries
•2,407 page 'Likes' generated
•10,345,047 campaign impressions
•.47% CTR on digital media
2017 Entries
•4,046 entries (173% increase over PY)
*More concentrated to targeted region
(400 mi radius from Santa Clarita)
The Gattt�way to L.A.
2017/2018 INITIATIVES
The Santa Clarita Tourism Marketing District objective remains to increase overall demand for overnight
visitation (leisure, group and meeting business) during key shoulder season. Santa Clarita is primed to attract
an increasing number of tourists in the 17-18 FY with the opening of the JUSTICE LEAGUE: Battle for
Metropolis at Six Flags Magic Mountain, the summer season of Six Flags Hurricane Harbor, through new
partnerships with meeting planner organizations such as HelmsBriscoe and CVENT, use of new interactive
social media tools, and a robust Visit Santa Clarita marketing campaign that will ensure an enhanced
California marketplace presence.
Business Driven Sales & Advertising
— Create incentives to attract meeting professionals and increase bookings
— Define trade shows that provide the most opportunity for convention/meeting lead generation
— Continue to create engaging and informative online assets to attract new customers
— Focused marketing efforts directed at drive and feeder markets
— Continue focused efforts on conversions through digital channels including display, mobile, video,
email and social units including geotargets with heavy emphasis on top performing California
markets.
Destination & Partnership Development
Expand cooperative marketing initiatives and partnership opportunities
Support public relations initiatives to drive visitation and economic development
Event Attraction
The City regularly hosts large scale sporting and cultural events such as the Amgen Tour of California, Wings for
Life World Run and the California Beer Festival BBQ & Brews. These events not only produce a positive economic
impact to the City, but we have also become known as a City that produces quality regional sporting and cultural
events ourselves and with strategic event partnerships. The City also works regularly with youth sports agencies
and local facilities on growing existing annual events and developing new tournaments. Special events held in
2016 brought in over 3,500 room nights to the Santa Clarita TMD Hotels.
a
Funding Source: General Fund
Miscellaneous Grants
Tourism Marketing District Fund
Account Number: 11305
Personnel
5002.001
Operations & Maintenance
4Y�Oi1D Publications
Membershil
Printing
Special Supl
Contractual
Professional
5161.004 Advertising
5161.008 .• �-
Travel & Training
AAAj
5191.001
5191.004
Total Operations & Maintenance
Beginning Fund Balance
17-18 Revenue
17-18 Expenditures
Estimated Ending Fund Balance 6-30-18
p SNNTA CCT?
City of Santa Clarita
Tourism Marketing District
pon"W'"I
District Boundaries
The boundaries of the Tourist Marketing District includes all real property within the
City of Santa Clarita; and within the TMD a Hotel Tourism Marketing Benefit Zone was
established by Ordinance No. 10-4 that currently includes the five (5) hotel properties
identified below:
For Fiscal Year 2017/2018, it is anticipated that the following hotels may open and if so they will
be included in the benefit zone.
42 room Luxen Hotel at 24219 Railroad Avenue Santa Clarita, CA 91321
134 room hotel brand TBD at 26501 McBean Parkway
185 room Homewood Suites/Hampton Inn APN is 2866-035-007
182 room Residence Inn/Springhill Suites 27413 Wayne Mills Place
108 room Holiday Inn Express Address TBD
The five (5) hotel properties identified in the grid above comprise the entire Benefit Zone for
Fiscal Year 2017/2018 until any other hotel property opens and proposed to be assessed in
accordance with the System of Assessment (Methodology) established by ordinance.
24500 Town Center Drive
2861-062-020
Santa Clarita, CA
27513 Wayne Mills Place
2861-071-008
Santa Clarita, CA
27413 Wayne Mills Place
2861-071-009
Santa Clarita, CA
28523 Westinghouse Place
2866-034-080
Santa Clarita, CA
28508 Westinghouse Place
2866-034-083
Santa Clarita, CA
For Fiscal Year 2017/2018, it is anticipated that the following hotels may open and if so they will
be included in the benefit zone.
42 room Luxen Hotel at 24219 Railroad Avenue Santa Clarita, CA 91321
134 room hotel brand TBD at 26501 McBean Parkway
185 room Homewood Suites/Hampton Inn APN is 2866-035-007
182 room Residence Inn/Springhill Suites 27413 Wayne Mills Place
108 room Holiday Inn Express Address TBD
The five (5) hotel properties identified in the grid above comprise the entire Benefit Zone for
Fiscal Year 2017/2018 until any other hotel property opens and proposed to be assessed in
accordance with the System of Assessment (Methodology) established by ordinance.
Calculation Methodology
In accordance with Ordinance No. 10-4 and Chapter 3.36 of Title 3 of the Santa Clarita Municipal
Code, only properties designated as hotels and included within the District's Hotel Tourism
Marketing Benefit Zone will be assessed.
"Hotel" shall mean any structure, or any portion of any structure, which is occupied or intended or
designed for occupancy by transients, including but not limited to for dwelling, lodging or sleeping
purposes, and includes any hotel, inn, tourist home or house, motel, studio hotel, bachelor hotel,
lodging house, rooming house, apartment house, dormitory, public or private club, mobile home or
house trailer at a fixed location, or other similar structure or portion thereof, duplex, triplex, single
family dwelling units except any private dwelling house or other individually owned single-family
dwelling rented only infrequently and incidental to normal occupancy or any timeshare as set out in
Revenue and Taxation Code Section 7280; provided, that the burden of establishing that the facility
is not a hotel shall be on the owner or operator thereof.
The proposed system of assessment for the District is designed to generate revenue from hotels in
the City to provide a method of funding public programs and activities that will promote the City
and hotels as a tourist destination. The City's hotels comprise the Hotel Tourism Marketing Benefit
Zone and are the only business proposed to be assessed. The 2017/2018 fiscal year annual
assessments to be levied against hotels within the Benefit Zone are based on the benefits they
derive from the program of activities. Businesses located outside the Benefit Zone (i.e., all non -hotel
businesses) will not be assessed as they derive only, at most, an indirect benefit from the program
of activities.
In accordance with Ordinance No. 10-4, in addition to any assessments, fees, charges or taxes
imposed otherwise in the City, the City Council proposes to levy assessments for fiscal year
2017/2018 against businesses in the Benefit Zone for the purpose of funding the programs,
activities and services that will promote the City and hotels as a tourist destination. Each business in
the Benefit Zone shall pay an assessment of 2% of total room rents charged and received from
transient hotel guests who do not make the hotel their principal place of residence.
These assessments shall be due and payable and shall be paid at the same time and in the same
manner that the transient occupancy tax is due and payable and shall be subject to the same
penalties and interest for nonpayment. All properties included in the Benefit Zone for fiscal year
2017/2018 will be assessed two (2%) percent of the total room rents charged and received from
transient hotel guests.
Any newly established hotels shall commence immediately upon the first day of operation and
following the public hearing conducted for inclusion into the District.