HomeMy WebLinkAbout2017-11-28 - AGENDA REPORTS - INITIATING ANNEXATION OF PARCELS INTO LANDSCAPE MA (2)Agenda Item: 11
CITY OF SANTA CLARITA
Q:° AGENDA REPORT
CONSENT CALENDAR
7,
CITY MANAGER APPROVAL: 1 j4 _ "
DATE: November 28, 2017
SUBJECT: LANDSCAPE AND LIGHTING DISTRICT RESOLUTION
INITIATING PROCEEDING, APPROVING AN ENGINEER'S
REPORT RELATING TO ANNEXATIONS OF PARCELS INTO
LANDSCAPE MAINTENANCE DISTRICT NO. 1, ZONES 28 AND
2008-1, AND THE STREETLIGHT MAINTENANCE DISTRICT
DEPARTMENT: Neighborhood Services
PRESENTER: Kevin Tonoian
RECOMMENDED ACTION
City Council:
Adopt a resolution to approve the Engineer's Report declaring its intention to annex parcels,
including the Needham Ranch Project, Master Case Nos. 16-042 (Newhall Crossings), 16-
077 (Starbucks on Newhall Ranch Road), 16-132 (Black Bear Diner), 17-165 (Eternal Valley
Memorial Park), and various commercial and residential parcels into Landscape and Lighting
District No. 1 Zone 28 (Newhall), Zone 2008-1 (Major Medians) and Streetlight
Maintenance District (SMD) to levy assessments beginning in Fiscal Year 2018-19.
2. Adopt a resolution to initiate proceedings, make certain designations in connection with the
annexation of parcels into Landscape and Lighting District No. 1 Zone 28, Zone 2008-1 and
the SMD, and to levy assessments beginning in Fiscal Year 2018-19.
3. Set a public hearing for January 23, 2018, as a time and place to hear comments on this
proposed action, and close the time period to receive ballots.
BACKGROUND
On June 24, 2003, the Santa Clarita City Council approved Development Agreement 99-002
associated with the Gate -King Industrial Park (Needham Ranch) Project. As a condition of their
development agreement, Needham Ranch was required to annex into the Landscape Maintenance
District (LMD) to support the local zone and median improvements and into the Santa Clarita
Streetlight Maintenance District (SMD).
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In addition to the Needham Ranch Project, four development projects have also been conditioned
to annex into Zone 28, Zone 2008-1 and/or the City's SMD. These projects are identified by
their Master Case numbers and include No. 16-042 (Newhall Crossings), No. 16-077 (Starbucks
on Newhall Ranch Road), No. 16-132 (Black Bear Diner), and No. 17-165 (Eternal Valley
Memorial Park).
The proposals herein would initiate Proposition 218 proceedings to annex specific parcels into
LMD Zone 28, Zone 2008-1 and the SMD as reflected below:
LMD Zone 28 (Newhall)
Parcels identified for annexation into LMD Zone 28 include the Needham Ranch Project
and Eternal Valley Memorial Park (Exhibit A).
• In addition to landscape improvements required of Needham Ranch and Newhall
Crossings within project boundaries, existing landscape improvements maintained within
Zone 28 confer a distinct and special benefit upon these parcels.
Zone 2008-1 (Major Thoroughfare Landscaped Medians)
• The breakout of parcels identified for annexation includes the Needham Ranch Project,
Newhall Crossings, Eternal Valley Memorial Park, Master Case Nos. 16-077 and 16-132,
and parcels northwest of the Needham Ranch Project located south of Lyons Avenue and
east of Valley Street (Exhibit B).
The City maintains more than 46 -linear miles of landscaped medians located within every
major thoroughfare throughout Santa Clarita. The presence of these landscaped median
amenities confers a distinct and special benefit to all parcels identified for annexation into
the Zone 2008-1.
Santa Clarita SMD
• Parcels identified for annexation into the Santa Clarita SMD include the Needham Ranch
Project, Newhall Crossings, Eternal Valley Memorial Park, Master Case Nos. 16-077 and
16-132, parcels northwest of the Needham Ranch Project located (east and west of Valley
Street), and commercial parcels located throughout the City (Exhibit C).
• The City's existing Streetlight System is comprised of 16,210 Southern California
Edison -owned streetlights, plus approximately 1,300 additional streetlights owned by the
City, which are located throughout Santa Clarita. The presence of the City's existing
Streetlight System confers a distinct and special benefit to all parcels identified for
annexation into the SMD.
Upon tabulation of assessment ballots, should a majority protest among all parcel owners
returning ballots not exist, annexation of parcels into Zones 28, 2008-1 and the SMD would
commence beginning in Fiscal Year 2018-19.
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Santa Clarita Landscape and Lighting District No. 1 is governed by the laws of the State of
California, including Article 13D of the California Constitution (Proposition 218), the
Landscaping and Lighting Act of 1972, and Proposition 218 Omnibus Implementation Act. The
laws prescribe specific steps to be followed to annex parcels into special districts, including the
requirement for an assessment ballot process involving the owners of the parcels affected by the
special district. The recommended actions are in full compliance with the requirements of
Proposition 218, the Landscaping and Lighting Act of 1972, and the Proposition 218 Omnibus
Implementation Act.
The City Council's adoption of the Resolution to initiate proceedings and approve the Engineer's
Report will commence an assessment ballot process, whereby property owners would be
presented with the option to annex into the various special districts as summarized above for the
City Council. Ballots would be mailed to all affected property owners no less than 45 -days prior
to the Public Hearing required by State Law which is scheduled for the January 23, 2018, regular
meeting of the City Council.
ALTERNATIVE ACTION
1. Do not authorize annexation proceedings.
2. Other direction as determined by the City Council.
FISCAL IMPACT
There is no fiscal impact to the General Fund associated with this action. Costs associated with
preparation of the Engineer's Report and balloting process totals $27,600, with $19,200 of these
costs borne by the applicants conditioned to annex into Santa Clarita Landscape and Lighting
District. Adequate funds to support the remaining $8,400 in costs associated with the
preparation of this Engineer's Report were previously appropriated by City Council during
approval of the Fiscal Year 2017-18 Annual Budget.
ATTACHMENTS
Resolution of Intent
Resolution of Initiation
Exhibit A: Zone 28
Exhibit B: 2008-1
Exhibit C: SMD
Engineer's Report - Annexation No. 2018-01 (available in the City Clerk's Reading File)
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RESOLUTION NO. 17-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
SANTA CLARITA, CALIFORNIA, APPROVING AN ENGINEER'S REPORT
AND DECLARING ITS INTENTION TO ORDER THE ANNEXATION OF
PARCELS INTO THE CITY OF SANTA CLARITA LANDSCAPE AND
LIGHTING DISTRICT, ZONE 28, ZONE 2008-1 AND THE STREETLIGHT
MAINTENANCE DISTRICT, AND TAKING CERTAIN OTHER ACTIONS IN
CONNECTION THEREWITH
WHEREAS, the City Council of the City of Santa Clarita (City) has initiated proceedings
to annex parcels into Zone 28 —Newhall and Zone 2008-1 (Zones), and the Streetlight
Maintenance District (SMD) within the City of Santa Clarita Landscape and Lighting District
(LLD) pursuant to the provisions of the "Landscaping and Lighting Act of 1972," being Part 2 of
Division 15 of the California Streets and Highways Code, commencing with Section 22500,
(Act) and in accordance with Article XIIID of the California Constitution and the Proposition
218 Omnibus Implementation Act, commencing with Section 53750 of the California
Government Code, to fund the continuing costs of installation, servicing and maintenance of
improvements within public rights-of-way and dedicated easements within the Zone; and
WHEREAS, the boundaries of the Zones and SMD shall be as described on the map
entitled "City of Santa Clarita Landscape and Lighting District — annexation of parcels into Zone
28 (Newhall), Zone 2008-1 and SMD", presented to this Council and on file with the City Clerk
and incorporated herein by reference; and
WHEREAS, the Assessment Engineer, Willdan Engineering, has filed with the City
Clerk of the City and the City Clerk has presented to the City Council a report dated November
28, 2017, (Engineer's Report) regarding the proposed annexation of parcels into the Zones and
SMD, containing the matters specified in Section 22586 of the Act; and
WHEREAS, the Engineer's Report has been duly presented by the City Clerk for
consideration and has been fully considered by the City Council.
NOW THEREFORE, the City Council of the City of Santa Clarita, California, does
hereby resolve as follows:
SECTION 1. The above recitals are true and correct.
SECTION 2. The Engineer's Report, including the plans, specifications, general
descriptions, estimate of the cost of installation, servicing and maintenance of improvements
within public rights-of-way and dedicated easements within various areas in the City
(Improvements) and incidental expenses in connection therewith, the diagram and the proposed
assessments, is hereby approved as filed and incorporated herein by this reference. The
Engineer's Report shall stand as the report for the purpose of all subsequent proceedings under
the Act and Article XIIID, except that it may be confirmed, modified or corrected as provided in
the Act.
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SECTION 3. The City Council hereby finds that the public interest, necessity and
convenience require the installation, servicing and maintenance of the Improvements, and this
City Council hereby declares its intention to annex parcels into the Zones and SMD. The City
Council hereby declares and finds the land within the boundaries of the Zones and SMD to be
specially benefited by the Improvements and said adjustments.
SECTION 4. The purpose of the proposed annexation of parcels into the Zones and SMD
is related to Needham Ranch; development activities associated with Master Cases Nos. 16-042,
16-077, 16-132, 17-165, and; various commercial and residential parcels throughout the City.
The Engineer's Report and its exhibits contain a full and detailed description of the
Improvements and the maintenance thereof which are to be funded by the assessments, the
boundaries of the Zones and SMD, and the maximum assessments rate and assessments upon the
assessable properties in the Zones and SMD.
SECTION 5. As set forth in the Engineers Report, the maximum annual assessment rate
will be increased each subsequent fiscal year by 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 if such index is discontinued. The actual assessment
to be levied in each fiscal year will be determined by the City Council and may not exceed the
maximum assessment rate without receiving property owner approval for the increase. If
approved, the assessment will be levied beginning in Fiscal Year 2018-19.
SECTION 6. The City Council designates Darren Hernandez, Deputy City Manager, and
his designees, to answer inquiries regarding the assessment proceedings or annexation of parcels.
The Engineer's Report concerning the assessment rate adjustment may also be reviewed at the
office of the City Clerk, 23920 Valencia Boulevard, Santa Clarita, California, during regular
business hours.
SECTION 7. This resolution shall take effect immediately.
SECTION 8. The City Clerk shall certify to the passage and adoption of this resolution;
shall cause the same to be entered in the book of resolutions of the City, and shall make a minute
of the passage and adoption thereof in the records of the proceedings of the City Council of the
City in the minutes of the meeting at which the same is presented.
PASSED, APPROVED AND ADOPTED this 281h day of November, 2017.
ATTEST:
CITY CLERK
DATE:
2
MAYOR
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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 281' day of November, 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
PROPOSED ANNEXATION OF PARCELS INTO LANDSCAPE AND
LIGHTING DISTRICT, ZONE 28 (NEWHALL), ZONE 2008-1, AND THE
SANTA CLARITA STREETLIGHT MAINTENANCE DISTRICT
WHEREAS, the City Council of the City of Santa Clarita (City) desires to undertake
proceedings pursuant to the provisions of the "Landscaping and Lighting Act of 1972," being
Part 2 of Division 15 of the California Streets and Highways Code, commencing with Section
22500, (Act) and in accordance with Article XIIID of the California Constitution and the
Proposition 218 Omnibus Implementation Act, commencing with Section 53750 of the
California Government Code, to annex parcels into Zone 28 and Zone 2008-1 (Zones) and the
Santa Clarita Streetlight Maintenance District (SMD) of the City of Santa Clarita Landscape and
Lighting District (LLD); and
WHEREAS, the boundaries of the Zones and SMD shall be as described on the map
presented to this Council and on file with the City Clerk, and incorporated herein by reference;
and
WHEREAS, the City has approved a consulting engineer's contract with Willdan
Engineering, naming Willdan Engineering as the Assessment Engineer and firm responsible for
preparing the Engineer's Report, and assisting in the adjustment of the maximum assessment
within the Zones and SMD.
NOW, THEREFORE, the City Council of the City of Santa Clarita, California, does
hereby resolve as follows:
SECTION 1. The City Council proposes to annex parcels into Zone 28 (Newhall), Zone
2008-1, and the Santa Clarita Streetlight Maintenance District. The boundaries of the Zones and
SMD are described as those previously established at the time the Zones and SMD were annexed
into the LLD.
SECTION 2. The purpose of the proposed annexation of parcels into the Zones and SMD
is related to Needham Ranch; development activities associated with Master Cases Nos. 16-042,
16-077, 16-132, 17-165, and; various commercial and residential parcels throughout the City.
SECTION 3. The improvements maintained within Zone 28, Zone 2008-1 and the SMD
confer distinct and special benefit upon the parcels identified for annexation into Santa Clarita
Landscape and Lighting District No. 1.
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SECTION 4. Willdan Engineering, an engineer registered pursuant to the Professional
Engineers Act (Chapter 7, commencing with Section 670, of Division 3 of the Business and
Professions Code), has been designated Assessment Engineer for the proposed annexation of
parcels into the Santa Clarita Landscape and Lighting District No. 1. Willdan Engineering is
hereby ordered to prepare and file an Engineer's Report for the City Council's review,
consideration and adoption in accordance with the Act and the laws of the State of California
SECTION 4. This resolution shall take effect immediately.
SECTION 5. The City Clerk shall certify to the passage and adoption of this resolution;
shall cause the same to be entered in the book of resolutions of the City, and shall make a minute
of the passage and adoption thereof in the records of the proceedings of the City Council of the
City in the minutes of the meeting at which the same is presented.
PASSED, APPROVED AND ADOPTED this 28'h day of November, 2018.
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 28a' day of November, 2017, by the following vote:
AYES: COUNCILMEMBERS:
NOES: COUNCILMEMBERS:
ABSENT: COUNCILMEMBERS:
2
CITY CLERK
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CITY OF SANTA CLARITA
ENGINEER'S REPORT
Santa Clarita
Landscaping and Lighting District
Annexation No. 2018-1
Establishment of Annual Assessments
Commencing Fiscal Year 2018/2019
Intent Meeting: November 28, 2017
Public Hearing: January 23, 2018
CITY OF SANTA CLARITA
23920 VALENCIA BOULEVARD
SANTA CLARITA, CA 91355
PREPARED BY
WILLDAN FINANCIAL SERVICES
NOVEMBER 2017
iWILLDAN
iFinancial Services
CITY OF SANTA CLARITA
SANTA CLARITA LANDSCAPING AND LIGHTING DISTRICT
ANNEXATION NO. 2018-1
ENGINEER'S REPORT
CERTIFICATE
This Report and the enclosed budgets, diagrams, and descriptions outline the proposed
annexation of territory into specified Zones within the City of Santa Clarita Landscaping and
Lighting District, to be designated as Annexation No. 2018-1, including the improvements,
parcels, and assessments established for Fiscal Year 2017/2018, as the same existed at the time
of the passage of the Resolution of Intention, with such assessments to be levied and collected
on the County Tax Rolls commencing in Fiscal Year 2018/2019. Reference is hereby made to the
Los Angeles County Assessor's maps for a detailed description of the lines and dimensions of
parcels within Landscaping and Lighting District and Annexation No. 2018-1. The undersigned
respectfully submits the enclosed Report as directed by the City Council of the City of Santa
Clarita.
Dated this day of 2017.
Willdan Financial Services
Assessment Engineer
By: By:
Jim McGuire Richard Kopecky
Principal Consultant, Project Manager R. C. E. # 16742
District Administration Services
I HEREBY CERTIFYthat the enclosed Engineer's Report, together with the 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 CERTIFYthat the enclosed Engineer's Report, together with the 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
INTRODUCTION
1
Overview
1
Ballot Proceedings
3
Assessment Range Formula (Consumer Price Index Adjustment)
4
PART I - PLANS AND SPECIFICATION
5
Description of the Annexation Territory
5
Improvements Authorized by the 1972 Act
5
Description of Improvements Applicable to the Annexation Territory
6
PART II - ESTIMATE OF COSTS
9
PART III - METHOD OF APPORTIONMENT OF ASSESSMENTS
13
General
13
Reason for the Assessment
13
Special Benefit Analysis
13
General Benefits
16
Apportionment Methodology
16
Assessment Rates
22
PART IV - ANNEXATION DIAGRAMS
23
Annexation Diagram: Annexation No. 2018-1, Streetlighting Zone B
24
Annexation Diagram: Annexation No. 2018-1, Landscaping Zone 2008-1
25
Annexation Diagram: Annexation No. 2018-1, Landscaping Zone 28
26
PART V- ASSESSMENT ROLL
27
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Introduction
Overview
The City of Santa Clarita (the "City"), under the provisions of the Landscaping and Lighting Act of
1972, being Part 2, Division 15 of the California Streets and Highways Code, commencing with
Section 22500 (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 ("LMD No. 1"); and
Landscape Maintenance District No. T1 ("LMD No. TV)
These three districts incorporated and were inclusive of Streetlighting 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, 32, 2008-1, T2, T3,T3B, T4, T5, T6, T7, T8, T17, T20, T23, T23 -A, T23 -B, T29,
T31, T33, T44, T46, T47, T48, T51, T52, T62, T65, T65 -A, T65 -B, T67, T68, T69, T71, T77 and
T1 (the "Zones).
In Fiscal Year 2017/2018, pursuant to Chapter 2, Article 2, Section 22605 of the 1972 Act, the
City Council consolidated the three previously existing districts including the Zones therein into a
single assessment district, designated as:
Santa Clarita Landscaping and Lighting District
(the "District'), to provide and maintain the various landscaping and lighting improvements
throughout the City that provide special benefits to properties within the District.
In accordance with the 1972 Act, the District retained the Zone designations, Zone boundaries,
methods of apportionment and authorized maximum assessments for each Zone previously
established for the previously 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.
The City Council of the City of Santa Clarita being the legislative body for the Santa Clarita
Landscaping and Lighting District, may pursuant to Chapter 2, Article 2 of the 1972 Act, annex
territory and levy annual assessments for the maintenance, operation, and administration of the
District, and Section 22608 of the 1972 Act further states in part "In annexation proceedings, the
resolutions, report, notices of hearing, and right of majority protest shall be limited to the territory
proposed to be annexed...".
In addition, the 1972 Act provides for the levy of annual assessments after annexation into an
assessment district for the continued maintenance and servicing of the improvements. The 1972
Act further allows various areas to be annexed into an existing district and or zone of benefit
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("Zone"), when the territory in the annexation receives substantially the same proportional special
benefits from the improvements. The costs associated with the installation, maintenance, and
servicing of the improvements may be assessed to those properties, which are benefited by the
installation, maintenance, and servicing of such improvements.
As required pursuant to Chapter 1, Article 4 of the 1972 Act, this Report shall serve as the detailed
engineer's report specifically for the annexation of territory to specified Zones within the Santa
Clarita Landscaping and Lighting District to be designated and referred to as:
Santa Clarita Landscaping and Lighting District, Annexation No. 2018-1
(hereafter referred to as "Annexation No. 1" or "Annexation Territory"), and the establishment of
the new maximum annual assessments related thereto, to be levied and collected upon properties
within the Annexation Territory commencing in Fiscal Year 2018/2019 for the special benefits
each property receives from the maintenance and servicing of the improvements to be provided
by the City through the District and each respective Zone and parcel therein. The Annexation
Territory as described in this Report, incorporates a total of 800 parcels inclusive of approximately
two thousand five hundred fifty-four (2,553.83) acres of territory within the City of Santa Clarita,
which is more specifically described in "Part I — Plans and Specification" of this Report.
For Fiscal Year 2018/2019, the City Council of the City of Santa Clarita proposes to annex various
parcels in the above referenced Annexation Territory into Streetlighting Zone B and/or
Landscaping Zone 2008-1 and /or Landscaping Zone 28 as applicable to provide an annual
funding source to adequately support the ongoing maintenance, servicing, operation, and
incidental expenses associated with the landscape improvements, streetlighting and appurtenant
facilities and amenities that benefit the identified properties within the Annexation Territory and
the new boundaries of Zone B, Zone 2008-1, and Zone 28 resulting from the annexation of these
parcels. By resolution, the City Council has ordered the preparation of this Report in connection
with the proceedings for the annexation of this Annexation Territory into the District pursuant to
the 1972 Act and the California Constitution. Annexation diagrams identifying the territory and
location of the parcels being annexed to each of these three Zones as part of the Annexation
Territory is provided in "Part IV - Annexation Diagrams" of this Report.
Annually, the City establishes the assessments for each of the District Zones 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
including the Annexation Territory, 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.
The word "parcel," for the purposes of this Report, refers to an individual property assigned its
own Assessor's Parcel Number (APN) by the Los Angeles County Assessor's Office. The Los
Angeles County Auditor/Controller uses Assessor's Parcel Numbers and a dedicated fund
number established for the District to identify properties to be assessed on the tax roll and the
allocation of the funds collected and disbursed to the City on behalf of 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
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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.
Ballot Proceedings
On November 5, 1996, the electorate of the State of California 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.
Pursuant to the provisions of Article XIIID, Section 4 of the California Constitution, the City shall
conduct a property owner protest ballot proceeding ('Ballot Proceeding") for the proposed levy of
new or increased assessments as described in this Report. In conjunction with this Ballot
Proceeding, the City Council will conduct a noticed public hearing to consider public testimonies,
comments, and written protests regarding the annexation of the parcels within Annexation No.
2018-1 and the establishment of the proposed new assessments related thereto. Upon conclusion
of the public hearing, property owner protest ballots received will be opened and tabulated to
determine whether majority protest exists as defined in Article MID of the California Constitution.
"A majority protest exists if, upon the conclusion of the hearing, ballots submitted in opposition to
the assessment exceed the ballots submitted in favor of the assessment. In tabulating the ballots,
the ballots shall be weighted according to the proportional financial obligation of the affected
property."
After completion of the ballot tabulation, the City Council will confirm the results of the balloting.
If majority protest exists for the proposed assessments, further proceedings to annex the parcels
with the Annexation Territory and implementation of the new assessments shall be abandoned at
this time. If tabulation of the ballots indicate that majority protest does not exist for the proposed
new assessments and the assessment range formula presented and described herein, the City
Council may adopt this Report (as submitted or amended); approve the assessment diagrams
contained herein (Annexation Diagrams); order the annexation of the parcels within Annexation
No. 2018-1 to the District and the improvements to be made; and confirm the new assessments
as outlined in this Report.
The new assessments as approved including the assessment range formula, may be levied and
collected on the County tax rolls commencing in Fiscal Year 2018/2019 together with the
assessments for other properties in the District. For Fiscal Year 2018/2019 and each subsequent
fiscal year, an engineer's annual levy report for the District shall be prepared and presented to
the City Council to address any proposed changes to the District or Zones, as well as any
proposed changes to the improvements, budgets and assessments for that fiscal year. The City
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Council shall hold a noticed public hearing regarding these matters prior to approving and ordering
the levy of annual assessments.
If in any fiscal year, the proposed annual assessments for parcels with the District or Zone exceed
the maximum assessments and specifically those assessments described herein for Annexation
No. 2018-1, such an assessment would be considered a new or increased assessment and must
be confirmed through a mailed property owner protest ballot proceeding for the affected parcels
before such a new or increased assessment may be imposed.
Assessment Range Formula (Consumer Price Index Adjustment)
With the exceptions of the District's Streetlighting Zone A, and Landscaping Zones T20, T33, T44,
T48 and T62, which are not part addressed in the Report, the authorized maximum assessment
rates for all other District Zones, 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).
The maximum assessments described in this Report for Streetlighting Zone B, Landscaping Zone
2008-1, and Landscaping Zone 28 to be presented to the property owners of record within the
Annexation Territory as part of the Ballot Proceeding, are based on the current maximum
assessment rates and the method of apportionment established for each of the Zones for Fiscal
Year 2017/2018. These maximum assessment rates shall be adjusted according to the
assessment range formula described above for Fiscal Year 2018/2019 as part of the District's
annual assessment process, and the assessment rates and parcel assessment amounts for the
Annexation Territory as described herein may be adjusted accordingly for the assessments
commencing in Fiscal Year 2018/2019.
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Part I - Plans and Specification
Description of the Annexation Territory
This Annexation Territory incorporates a total of 800 parcels inclusive of approximately two
thousand five hundred fifty-four (2,553.83) acres of territory within the City of Santa Clarita, which
consists of 205 single-family residential parcels, 13 multi -family residential parcels (572 total
units), 384 non-residential parcels or planned non-residential parcels (1,057.745 acres), 59
vacant undeveloped parcels or single-family vacant parcels (520.509 acres), and 139 parcels
(753.519 acres) identified as exempt properties including, but not limited to rights-of-way,
easements, open spaces, common areas or bifurcated lots which do not receive special benefits
from the District improvements. Of the 800 parcels within the Annexation Territory, 793 parcels
are being annexed into Streetlighting Zone B, 292 parcels are being annexed into Landscaping
Zone 2008-1, and 62 parcels are being annexed into Landscaping Zone 28. Annexation diagrams
identifying the territory and location of the parcels being annexed to each of these three Zones as
part of the Annexation Territory is provided in "Part IV - Annexation Diagrams" of this Report.
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;
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• 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.
• The cleaning, sandblasting, and painting of walls and other improvements to remove or cover
graffiti.
Description of Improvements Applicable to the Annexation Territory
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
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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 file at the
City including any additional improvements proposed to be constructed and installed in
connection with the development of any of the properties within the Annexation Territory. The
following is a brief description of the improvements maintained within the Annexation Territory
Landscaping Zones:
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 which may consist 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.
Zone 28 (Newhall):
Properties in this zone receive a benefit from maintenance and improvement activities including
care for: slopes, parkways and side panels, local fences, walls, swales, hardscape, irrigation
systems, ornamental structures, signage, lighting and monument signs. Plant material may
consist of: turf, ground cover, shrubs, trees and flowers. Landscaping activities performed in this
Zone are on easements or public rights of way. These improvements may be located on or near,
but not limited to the following: Main Street, Railroad Avenue, Newhall Avenue, Dockweiler, small
portions of Sierra Highway and Lyons Avenue and the Newhall Library Area
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:
• 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
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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 2018/2019 and continuing through 2048/2049. 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.
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Part II - Estimate of Costs
The estimated costs for the operation, acquisition, installation, maintenance and servicing of the
facilities within Streetlighting Zone B, Landscaping Zone 2008-1, and Landscaping Zone 28,
including the Annexation Territory Proportional Assessment Obligation if the Annexation Territory
was included in the Zones for Fiscal Year 2017/2018 are shown on the following pages. 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 Zones and 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.
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Landscaping Zone 2008-1 Annexation Territory Budget:
Landscaping and Lighting District, Zone 2008-1 (Major Thoroughfare Medians) Annexation
Maintenance & Operating Expenses
Major Thoroughfare Median Maintenance Expenses
Capital Expenses
Administration Expenses
Sub -Total Annual Maintenace & Operation Expenses
Reserves
Operating Reserve Fund Collection
Capital Replacement Reserve Fund Collection
Sub -Total Annual Reserve Fund Collection
Total Annual Expenses
Funding Adjustments
Interest Revenues
Projected (surplus) or deficit
City Contribution
Total Funding Adjustments
Special Benefit (Assessment Revenue Required)
Less Current Zone 2008-1 Assessment Revenue (FY 2017/2018)
Annexation Territory Proportional Assessment Obligation
Annexation No. 2018-1 City of Santa Clarita
Fiscal Year 2018/2019 Landscaping and Lighting District
$ 1,946,483
6,467,878
$ 8,414,361
$
(1,595,656)
$
(1,595,656)
$
6,818,706
$ (37,385)
(831, 565)
(15, 592)
$ (884,542)
$ 5,934,164
(5,750,616)
$ 183,548
Engineer's Report
Page 10
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Landscaping Zone 28 Annexation Territory Budget:
Landscaping and Lighting District, Zone 28 (Newhall) Annexation
Maintenance Expenses
Parkway Maintenance & Operations
$
307,881
Slopes Maintenance & Operations
164,459
Park Maintenance & Operations
-
Maintenance Expenses
�$
472,339
Capital Expenses
61,953
Administration Expenses
16,877
Sub -Total Annual Maintenace & Operation Expenses
$
551,169
Reserves
Operating Reserve Fund Collection
$
84,380
Capital Replacement Reserve Fund Collection
125,165
Sub -Total Annual Reserve Fund Collection
$
209,545
Total Annual Expenses
$
760,714
Funding Adjustments
Interest Revenues
$
(3,155)
Projected (surplus) or deficit
(219,222)
City Contribution
-
Total Funding Adjustments
$
(222,377)
Special Benefit (Assessment Revenue Required)
$
538,337
Less Current Zone 28 Assessment Revenue (FY 2017/2018)
(379,286)
Annexation Territory Proportional Assessment Obligation
$
159,051
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Fiscal Year 2018/2019 Landscaping and Lighting District Page 11
Streetlighting Zone B Annexation Territory Budget:
Landscaping and Lighting District, Zone B (Streetlighting) Annexation
Operation and Maintenance Expenses
Personnel
Department
Other Administrative
Sub -Total Personnel
Operations & Maintenance
Electric Utilities - Street Lights
Contractual Services
General Administration
Sub -Total Operations & Maintenance
Total Personnel, Operation & Maintenance Expenses
Capital Expenses
Total Annual Expenses
Funding Adjustments
Transfers In
Transfers Out
City Contribution
Total Funding Adjustments
Special Benefit (Assessment Revenue Required)
Less Current Zone B Assessment Revenue (FY 2017/2018)
Annexation Territory Proportional Assessment Obligation
Annexation No. 2018-1 City of Santa Clarita
Fiscal Year 2018/2019 Landscaping and Lighting District
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$ 185,507
95,571
$ 281,078
$ 2,338,024
43,766
15,079
$ 2,396,868
$ 2,677,947
$0
$ 2,677,947
$ (95, 693)
635
$ (95,059)
$ 2,582,888
(2,242,077)
$ 340,811
Engineer's Report
Page 12
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Part III — Method of Apportionment of Assessments
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 assessments are 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 I -Plans and Specifications" 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 I -Plans and Specifications" of this Report,
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 I -
Plans and Specifications" of this Report, 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:
"... [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.
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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 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.
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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.
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 general benefits are more than
adequately offset by the substantial contribution from the ad valorem streetlighting revenues.
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.
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Equivalent Benefit Units (EBU's)
In order to allocate benefit fairly between the parcels, an Equivalent Benefit Unit (EBU)
methodology is applied 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 for various Zones throughout the District.
For both Landscaping Zone 2008-1 and Zone 28 which are applicable to various parcels within
the Annexation Territory the same methodology is utilized in each Zone. This method of apportion
is described below:
District Method 4 Applicable to Zone 2008-1 and Zone 28:
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
Single Family home
1 dwelling
x
1.00
= 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
0.50
= 0.50 EBU / space
Developed Non -Residential
1 acre
x
6.00
= 6.00 EBU / acre
Vacant 1 Park 1 School
1 acre
x
1.50
= 1.50 EBU / acre
Special Cases
Varied
= Varied EBU
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The number of parcels, units, acres and EBU's shown in the following tables reflect the application
of the method of apportionment described above for the parcels within the Annexation Territory
for both Landscaping Zone 2008-1 and Zone 28. These numbers may be updated prior to
submitting the final Assessment Roll to the County Auditor -Controller for placement on the
property tax bills for Fiscal Year 2018/2019. Fluctuations in the number of parcels and other
information may occur from year to year as parcels subdivide, combine and/or change uses.
Zone 2008-1
Land Use
Parcels
AppliedApplied
EBU's
Estimated
Assessment
Acreage
Revenue
TOTAL
292
166 1,379.14
2,806.56
$
183,547.96
Zone 28
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
Annexation No. 2018-1 City of Santa Clarita Engineer's Report
Fiscal Year 2018/2019 Landscaping and Lighting District Page 18
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Financial Services
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.
The Table below summarizes the Streetlighting EBU Calculations for Residential Parcels:
SFR/Condo
SFR and Condos
0.50
+ 0.25 +
0.25
= 1.00
per parcel
APT2
Apartments (2-4 units)
1/2 x units
+ 0.25 x units +
0.25
2
1.00
+ 0.50 +
0.25
= 1.75
per parcel
3
1.50
+ 0.75 +
0.25
= 2.50
per parcel
4
2.00
+ 1.00 +
0.25
= 3.25
per parcel
APT5
Apartments (5-20 units)
1/2 x units
+ 1.00 +
0.25
5
2.50
+ 1.00 +
0.25
= 3.75
per parcel
20
10.00
+ 1.00 +
0.25
= 11.25
per parcel
APT21
Apartments (21-50 units)
1/3 x (units -20)
+ the total EBU for a 20 -unit apartment
50
10.00
+ 11.25
= 21.25
per parcel
APT51
Apartments (51-100 units)
1/4 x (units -50)
+ the total EBU for a 50 -unit apartment
100
12.50
+ 21.25
= 33.75
per parcel
APT101
Apartments (100+ units)
1/5 x (units -100)
+ the total 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
Annexation No. 2018-1 City of Santa Clarita Engineer's Report
Fiscal Year 2018/2019 Landscaping and Lighting District Page 19
WI LLDAN
Financial Services
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.
The Table below summarizes the Streetlighting 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
Animal Kennels, Nurseries and greenhouses, Industrial
GRP -B
Group B
parking lots, Churches, Private Schools, Petroleum and
1.00
+
0.50
+
0.50 =
2.00 per parcel
Gas, Utility
GRP -C
Group C
Commercial Parking Lots
1.00
+
0.50
+
1.00 =
2.50 per parcel
Office & Professional building, Bank, Savings & Loan,
GRP -D
Group D
Service Shop, Lumber Yard, Golf Course, Race
1.00
+
1.00
+
1.00 =
3.00 per parcel
track/stable, Camp, Home for the Aged
GRP -E
Group E
Store, Store w/ office or residence, Service Station, Club
2.00
+
1.00
+
1.00 =
4.00 per parcel
& Lodge Hall
GRP -F
Group F
Rooming House (same as 6 unit apartment)
3.00
+
1.00
+
0.25 =
4.25 per parcel
GRP -G
Group G
Restaurant, Theater
3.00
+
1.00
+
1.00 =
5.00 per parcel
GRP -H
Group H
Light Manufacturing, Food Processing Plant,
2.00
+
2.00
+
1.00 =
5.00 per parcel
Warehousing, Storage Facilities
GRP -I
Group I
Auto, Recreational Equipment Sales & Service
2.00
+
2.00
+
2.00 =
6.00 per parcel
GRP -J
Group J
Market, Bowling Alley, Skating Rink, Department Store,
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
Group K-1
3.00
+
1.00
+
1.25 =
5.25
GRP-K1A
Open Storage
0.004973 per 100 SgFt of lot
GRP -K1 B
----------------------------------------------------------------------------------------------------------
Mineral Processing
0.005615 per 100 SgFt of lot
Group K-2
4.00
+
1.00
+
1.25 =
6.25
GRP-K2A
Private College/University
0.001736 per 100 SgFt of lot
GRP-K2B
Wholesale, Manufacturing Outlets
0.059858 per 100 SgFt of lot
GRP-K2C
Athletic and Amusement Facilities
0.027431 per 100 SgFt of lot
GRP-K2D
Heavy Manufacturing
0.006382 per 100 SgFt of lot
GRP -KE
----------------------------------------------------------------------------------------------------------
Hospitals
0.012886 per 100 SgFt of lot
Group K-3
4.00
+
1.00
+
1.50 =
6.50
GRP-K3A
Motion Picture, Radio, T.V.
0.010938 per 100 SgFt of lot
GRP-K3B
Business Center, Neighborhood Shopping Center
0.014449 per 100 SgFt of lot
GRP-K3C
Regional Shopping Center
0.021812 per 100 SgFt of lot
Vacant
0.00
+
0.00
+
0.00 =
0.00 per parcel
Annexation No. 2018-1 City of Santa Clarita Engineer's Report
Fiscal Year 2018/2019 Landscaping and Lighting District Page 20
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Financial Services
The number of parcels, units, acres and EBU's shown in the following table reflect the application
of the method of apportionment described above for the parcels within the Annexation Territory
for Streetlighting Zone B. These numbers may be updated prior to submitting the final Assessment
Roll to the County Auditor -Controller for placement on the property tax bills for Fiscal Year
2018/2019. Fluctuations in the number of parcels and other information may occur from year to
year as parcels subdivide, combine and/or change uses.
Land Use
SFR
Parcels
205
Applied
Units
205
Applied Lot
Scl Ft
-
EBU's
205.00
Estimated
Assessment
Revenue
$
16,168.35
APT2
6
15
-
12.75
$
1,005.59
APT21
3
98
-
46.42
$
3,661.14
APT51
2
142
-
53.00
$
4,180.11
APT101
2
317
-
90.90
$
7,169.28
GRP -A
1
-
-
1.00
$
78.87
GRP -B
23
-
-
46.00
$
3,628.02
GRP -D
32
65
-
93.50
$
7,374.37
GRP -E
10
-
-
40.00
$
3,154.80
GRP -G
9
-
-
45.00
$
3,549.15
GRP -H
163
-
-
815.00
$
64,279.05
GRP -I
21
-
-
126.00
$
9,937.62
GRP-K1A
15
-
2,582,485.00
128.42
$
10,128.49
GRP-K1B
1
-
179,598.00
10.08
$
795.01
GRP-K2D
10
-
2,805,759.00
179.07
$
14,123.25
GRP-K3B
48
-
16,643,385.32
2,404.78
$
189,664.99
SFV
2
-
-
-
$
-
VAC
56
-
-
-
$
-
EXE
183
-
-
-
$
-
SPC
TOTAL40,
1
47
- 1
24.251
$
1,912.60
Exempt Parcels
The following are exempt from the assessment: areas of streets, avenues, lanes, roads, drives,
courts, alleys, public easements, rights-of-way, and parkways. Also exempt are utility rights-of-
way used exclusively for utility transmission, common areas (such as in condominium
complexes), land dedicated as open space or parks, landlocked parcels, and small parcels
vacated by the City, as these parcels do not benefit from the improvements.
Annexation No. 2018-1 City of Santa Clarita Engineer's Report
Fiscal Year 2018/2019 Landscaping and Lighting District Page 21
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Financial Services
Assessment Rates
The Maximum Assessment Rates established for Fiscal Year 2017/2018 and applicable to the
Annexation Territory is provided in the following table.
Streetlighting Zone B $78.8700 / EBU TBD
Landscaping Zone 2008-1 $65.3996 / EBU TBD
Landscaping Zone 28 $78.1490 / EBU TBD
Annexation No. 2018-1 City of Santa Clarita Engineer's Report
Fiscal Year 2018/2019 Landscaping and Lighting District Page 22
WWI LLDAN
Financial Services
Part IV — Annexation Diagrams
The Assessment Diagrams for the existing Santa Clarita Landscaping and Lighting District,
including any previous annexations are on file at the City and by reference herein are made part
of this Report. The Annexation Diagrams (Assessment Diagrams) for the Annexation Territory
relating to Streetlighting Zone B and Landscaping Zone 2008-1 and Zone 28 as described in this
Report are provided on the following pages. The parcels that comprise the Annexation Territory
consist of all lots, parcels, and subdivisions of land listed on the Assessment Roll contained herein
as Part V. The lines and dimensions of which are shown on the Los Angeles County Assessor's
parcel maps for the year this Report was prepared and are incorporated by reference herein and
made part of this Report.
Annexation No. 2018-1 City of Santa Clarita Engineer's Report
Fiscal Year 2018/2019 Landscape and Lighting District Page 23
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Annexation Diagram: Annexation No. 2018-1, Landscaping Zone 28
Annexation No. 2018-1 City of Santa Clarita Engineer's Report
Fiscal Year 2018/2019 Landscape and Lighting District Page 26
WWI LLDAN
Financial Services
Part V — Assessment Roll
Due to the number of parcels in the Annexation Territory, the Assessment Roll containing the
maximum assessment amounts to be balloted for each parcel has been filed with the City Clerk
in an electronic format and is, by reference, made part of this Report. The Assessment Roll shall
be available for public inspection in the City Clerk's Office during normal office hours.
The Assessment Roll incorporates each parcel identified within the Annexation Territory and the
balloted maximum assessment amount proposed based on the Fiscal Year 2017/2018 maximum
assessment rates. Each parcel listed on the Assessment Roll is currently shown and illustrated
on the County Assessor's Roll and the County Assessor's Parcel Number Maps (APN maps).
These records are, by reference, made part of this Report and shall govern for all details
concerning the description of the lots or parcels. All assessments presented on the Assessment
Roll are subject to change pending the outcome of the Ballot Proceedings and/or as a result of
parcel changes made by the County including parcel splits, parcel merges or development
changes that occur prior to the County generating tax bills for Fiscal Year 2018/2019.
Annexation No. 2018-1 City of Santa Clarita Engineer's Report
Fiscal Year 2018/2019 Landscaping and Lighting District Page 27