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HomeMy WebLinkAbout2021-06-08 - AGENDA REPORTS - SD ANNUAL LEVY FY 2021 22 (2)8 of sXNTA C< U � CONSENT CALENDAR CITY OF SANTA CLARITA AGENDA REPORT CITY MANAGER APPROVAL: DATE: June 8, 2021 'l1 A' ?9,3 Agenda Item: 8 SUBJECT: FISCAL YEAR 2021-22 ANNUAL LEVY OF ASSESSMENTS FOR SPECIAL DISTRICTS DEPARTMENT: Neighborhood Services PRESENTER: Kevin Tonoian RECOMMENDED ACTION City Council: 1. 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 22, 2021. 2. Adopt the annual report for the Tourism Marketing District, adopt a resolution of intent to continue a business improvement area in the City of Santa Clarita, designated as the Tourism Marketing District, and set a public hearing for June 22, 2021. BACKGROUND This procedural matter orders, approves, and sets the public hearing for the annual levy of the following special districts: 1. Landscape and Lighting District, inclusive of the City's Landscape Maintenance District and Streetlight Maintenance District; 2. Drainage Benefit Assessment Areas (DBAA) 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, 2015-1, 2017-01 and 2017-02; 3. Golden Valley Ranch Open Space Maintenance District (GVROSMD); and 4. Tourism Marketing District (TMD). 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 Page 1 Packet Pg. 41 El provisions of the California Constitution Article XIII D enacted by Proposition 218 (Constitution), annually levies and collects special assessments for the Landscape and Lighting District (LLD). Collectively, the LLD incorporates the City's Streetlight Maintenance District Zones A and B, and the Landscape Maintenance District 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, T1, T1B, T2, T2A, T3, T313, T4, T5, T6, T7, T8, T17, T20, T23, T23-1, T23-2, T23A, T2313, T29, T31-1, T31-1A, T31-2, T33, T44, T46, T47, T48, T51, T52, T62, T65, T65A, T6513, T67, T68, T69, T71, and T77. The attached resolutions relate to the preliminary Engineer's Reports for the City's special districts prepared by Willdan Financial Services for approval by the City Council. These special districts include the Landscape and Lighting District, the DBAA, the GVROSMD, as well as the Santa Clarita TMD. This action also schedules a public hearing to consider the Fiscal Year (FY) 2021-22 assessment rates recommended for these special districts. If approved, the public hearing ordering the FY 2021-22 levies will be scheduled for the June 22, 2021, City Council meeting. Descriptions of the City's Special Districts are provided below. Landscape Maintenance District (LMD) The City contains 61 financially independent LMD zones, primarily administered through contracts, which encompass over 2,000 acres of landscape areas including landscaped slopes and parkways, side -panels, numerous monument signs, and more than 29 miles of paseos. The City also maintains area -wide amenities located throughout Santa Clarita including 47 linear miles of landscaped medians, park facilities, and approximately 65,000 street trees located within the public right-of-way. Each of the 61 LMD zones, comprising 55,379 residential and non-residential parcels, encompass landscape and ornamental improvements that provide special benefits to properties throughout Santa Clarita. In total, 80 percent of all parcels throughout the City are located within one or more LMD zones and fund these landscape amenities through special assessments appearing on their consolidated annual property tax bill. The operating budget of a typical LMD encompasses expenditures that include contractual landscape maintenance, water and electrical utilities, plant replacements, administration, scheduled and unanticipated repairs, and monitoring services. On average, contractual landscape maintenance services represent 26.5 percent of the total annual operational cost. A typical landscape maintenance contract term is two years with three incremental one-year renewal options. In zones where parcel owners have authorized assessment rate escalators, the maximum annual assessment rate adjusts automatically every year by an amount equal to the annual Consumer Price Index (CPI) for the month of December. Independent of these escalators, the City Council maintains the discretion to levy assessment rates up to, or less than, the maximum assessment Page 2 Packet Pg. 42 8 rate, with all levies ultimately approved as part of a noticed public hearing. For FY 2021-22, the CPI increase as of December 2020 is 1.45 percent. Consumer Price Index escalators allow the City to maintain and provide a consistent level of landscape service to each LMD zone, as maintenance costs increase from year-to-year. Consumer Price Index escalators 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. The City takes a conservative fiscal approach to the management of its LMD zones, having implemented many cost -saving measures and aggressively rebidding landscape contracts to ensure operational costs remain competitive. For FY 2021-22, staff is recommending the City Council levy less than the maximum allowable rate for 69 percent, 42 of 61, of the City's LMD zones. In instances where individual zones do not meet their financial operational and reserve goals, staff is recommending levying the maximum assessment rate. As an annual practice, staff has included an LMD rate history, which identifies each LMD zone and provides assessment levy information for each of the last five fiscal years. Over the past five years, the City has completed additional median improvements along Orchard Village Road, Magic Mountain Parkway, Soledad Canyon Road at Mammoth Lane, and three segments along Via Princessa including Jason Drive to Sierra Highway, Weyerhauser Way to Sierra Highway, and Oak Ridge Drive to Claibourne Lane. In the upcoming budget year, staff will recommend funding installation of new landscape median improvements along Rye Canyon Road between Avenue Stanford and Avenue Scott. Streetlight Maintenance District (SMD) The SMD supports operations and maintenance of the City's streetlights and traffic signals. The California Public Utilities Commission formally approved the sale of the streetlight system in May 2018. As of April 2021, the City has acquired 17,186 streetlights from Southern California Edison (Edison). The conversion to energy efficient light -emitting diode (LED) fixtures for 94 percent of the streetlight system is complete, with completion of all remaining work anticipated by July 2021. Consistent with the City Council's original commitment to the community, in FY 2020-21 the City began passing along net operational savings realized by purchasing the streetlight system to property owners in the form of reduced assessments. As background, all parcels receiving special benefit from the streetlight system financially contribute to the SMD. The composition of the SMD encompasses parcels that are assessed at either the Zone A or Zone B rate. Parcels contributing to Zone A are part of the original district formed by Los Angeles County prior to the City's incorporation and pay an annual fixed assessment rate of $12.38. Page 3 Packet Pg. 43 8 Parcels annexed into the SMD following transfer from Los Angeles County to Santa Clarita in 1997 contribute to Zone B, and pay an annual assessment rate that can be adjusted each year by the change in the CPI. The current maximum assessment rate for FY 2020-21 is $86.86 per equivalent benefit unit (EBU). The assessment rate for parcels located in Zone A will remain at a rate of $12.38. The assessment methodology for parcels located in Zone A does not include a CPI escalator provision. As a result, properties in Zone A receive subsidized streetlight services, as State law does not allow the City to increase this assessment rate without first securing property owner approval. For parcels located in Zone B, while the maximum FY 2021-22 streetlight assessment rate is set to adjust by the annual change in CPI to $88.12, staff recommends setting the rate at $66.00 per EBU. The recommended rate for FY 2021-22 is 25 percent, or $22.12, less than the maximum rate and a direct result of the decision to purchase Santa Clarita's Streetlight System from Edison. These operational savings will also expedite paydown of revenue bonds issued to finance the purchase of the streetlight system and conversion to LED fixtures. The City's current annual debt service is $860,063, with all bonds originally scheduled for retirement in FY 2046-47. To reduce the amount of debt service, or total interest payments, tied to bond financing, the City will retire all bonds by September 2028. This action will save property owners approximately $6.2 million in interest. Drainage Benefit Assessment Areas (DBAA) The City is responsible for administering 15 DBAAs. Each DBAA benefits properties by preventing groundwater from rising and channeling surface or sub -surface water to drainage areas. This operation includes the use and management of multiple pump stations, hydro -augers, monitoring and observation wells, terrace drains, and swale drains. For FY 2021-22, staff recommends levying the maximum rate for 12 of the 15 DBAAs. Golden Vallev 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 and administered by the City through contracts for park ranger services. This assessment also supports trail maintenance and open space management within the boundaries of the GVROSMD. For FY 2021-22, staff recommends the City Council levy the maximum allowable rate of $185.21 for single-family residential units and $73.55 for single-family condominium units, inclusive of the 1.45 percent change in CPI. Tourism Marketiniz District (TMD) As part of the 21-Point Business Plan for Progress, the City Council established the TMD. Local Page 4 1 Packet Pg. 44 8 hotels participating in the TMD pay two percent of total room rents charged and received from transient hotel guests who do not make the hotel their principal place of residence. The TMD generates funds to market the City as a tourism destination and attract high -quality, high - economic impact events to Santa Clarita. The TMD 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). This state code 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. ALTERNATIVE ACTIONS Other direction as determined by the City Council. FISCAL IMPACT There is no impact to the General Fund associated with these actions. ATTACHMENTS FY 2021-22 LLD Intent Resolution FY 2021-22 DBAA Intent Resolution FY 2021-22 GVROSMD Intent Resolution FY 2021-22 TMD Intent Resolution FY 2021-22 LMD Recommended Rate Table FY 2021-22 LLD Engineer's Report (available in the City Clerk's Reading File) FY 2021-22 DBAA Engineer's Report (available in the City Clerk's Reading File) FY 2021-22 GVROSMD Engineer's Report (available in the City Clerk's Reading File) FY 2021-22 TMD Annual Report (available in the City Clerk's Reading File) Page 5 1 Packet Pg. 45 8.a RESOLUTION 21 - RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA CLARITA, CALIFORNIA, DECLARING THE CITY' S INTENTION TO LEVY ASSESSMENTS, PRELIMINARILY APPROVE THE ENGINEER'S REPORT IN CONNECTION WITH THE SANTA CLARITA LANDSCAPING AND LIGHTING DISTRICT FOR FISCAL YEAR 2021-22, AND APPOINTING A TIME AND PLACE FOR THE PUBLIC HEARING ON THESE MATTERS 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), did by previous resolution, initiate proceedings calling for the preparation and filing of the annual Engineer's Report for the Santa Clarita Landscape and Lighting District inclusive of Streetlighting Zones A and B, and Landscaping Zones Nos. 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, T1, T1B, T2, T2A, T3, T313, T4, T5, T6, T7, T8, T17, T20, T23, T23-1, T23-2, T23A, T23B, T29, T31-1, T31-IA, T31-2, T33, T44, T46, T47, T48, T51, T52, T62, T65, T65A, T65B, T67, T68, T69, T71, and T77 (District) and the levy and collection of assessments within the District for Fiscal Year (FY) 2021-22, 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 District assessments for FY 2021-22 to provide for the costs and expenses associated with the operation, maintenance, and servicing of the improvements in the District and zones that provide special benefits to the parcels therein; and WHEREAS, in order to maintain the improvements and facilities at a standard acceptable to the City, the assessments within the District will need to be levied for FY 2021-22; and WHEREAS, The designated Engineer of Work for the District, Willdan Financial v Services (Engineer), has prepared and filed with the City Clerk a preliminary Engineer's Report cn (Report) concerning the installation, construction, or maintenance of any authorized improvements under the Act, including any proposed new improvements or any substantial o changes in existing improvements, and the levy and collection of the proposed FY 2021-22 assessments for the District as required by the provisions of the Act. Pursuant to Chapter 1, Article 4, Section 22567 of the Act, this Report contains the following: a. Plans and specifications describing the general nature, location, and extent of the improvements to be maintained, which incorporate the installation, replacement, construction, maintenance, and servicing 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, b. An estimate of the cost of the operation, maintenance, and servicing of the improvements for the District for the referenced fiscal year; Page 1 of 4 Packet Pg. 46 1 8.a c. Diagrams for the District; d. An assessment of the estimated costs of the operation, maintenance, and servicing, of the improvements, assessing the net amount upon all assessable lots and parcels within the 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 FY 2021-22 Consumer Price Index (CPI) has been determined to be 1.45 percent calculated from the annual change in the CPI, during the preceding year ending in December, for All Urban Consumers, and the Los Angeles, Long Beach, and Anaheim areas; and WHEREAS, the FY 2021-22 assessments as described in the Report for the District 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, California, 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, N and it is the intention of this legislative body, to levy and collect assessments to pay the net annual special benefit costs and expenses for the installation, replacement, construction, maintenance, and servicing of the improvements and facilities for the above -referenced District. Q No new improvements or any substantial changes in existing improvements are proposed as a part of these proceedings. a U SECTION 3. 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 installation, replacement, construction, maintenance, and/or servicing of any authorized improvements under o r the Act as outlined in the Report for the fiscal year, commencing July 1, 2021, and ending o June 30, 2022. SECTION 4. Preliminarily Approves Report: The City Council hereby finds that the Engineer's Report sufficiently describes the proposed improvements, estimated costs, method of apportionment and the assessments for FY 2021-22, 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. Assessments: The proposed assessments as described in the Report for FY 2021-22 are not proposed to be increased above the previously approved and adopted CPI adjustment. Page 2 of 4 Packet Pg. 47 1 8.a SECTION 6. Districts Improvements: The installation, construction, or maintenance of any authorized improvements under the Act, including, but not limited to street lighting, 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 7. Public Hearing Date: The City Council hereby appoints June 22, 2021, at 6:00 p.m., in the City of Santa Clarita, California, as the time, place, and date of the public hearing regarding the District, the Report prepared and filed in connection therewith and the levy of assessments for FY 2021-22. At the hearing, the City Council shall hear and consider all discussion regarding the proposed assessments as described in the Report. SECTION 8. 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 9. Adoption of Resolution: The City Clerk shall certify to the adoption of this resolution. PASSED, APPROVED, AND ADOPTED this 8th day of June 2021. ATTEST: CITY CLERK DATE: MAYOR Page 3 of 4 I Packet Pg. 48 1 8.a 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 21- was duly adopted by the City Council of the City of Santa Clarita at a regular meeting thereof, held on the 8th day of June 2021, by the following vote: AYES: COUNCIL,MEMBERS: NOES: COUNCIL,MEMBERS: ABSENT: COUNCIL,MEMBERS: CITY CLERK J Q U co Page 4 of 4 I Packet Pg. 49 1 8.b RESOLUTION NO. 21- 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, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, 2015-1, 2017-1, AND 2017-2 FOR FISCAL YEAR 2021-22 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, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, 2015-1, 2017-1, and 2017-2 (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 (FY) 2021-22 to provide for the costs and expenses necessary to pay for the maintenance of the drainage benefit improvements in said Areas; and WHEREAS, in order to maintain the facilities at a standard acceptable to the City, the assessments within the Areas will need to be levied for FY 2021-22; 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 a shall be mailed to all owners of identified parcels within the Areas, and that the agency shall v conduct a public hearing not less than 45 days after the mailing of said notice; and U) WHEREAS, the establishment of Drainage Benefit Assessment Areas Nos. 3, 6, and 18 did not include a Consumer's Price Index (CPI) escalation clause; and WHEREAS, the assessment for FY 2021-22 for Drainage Benefit Assessment Area No. 19 will not be levied; and WHEREAS, the assessments for FY 2021-22 for Drainage Benefit Assessment Areas Nos. 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, 2015-1, 2017-1, and 2017-2 are not proposed to be increased above the approved CPI; and WHEREAS, the CPI has been determined to be 1.45 percent calculated as the annual change in the CPI, during the preceding year ending in December, for All Urban Consumers, for the Los Angeles, Long Beach, and Anaheim areas; and WHEREAS, notices and Assessment Ballots are not required if assessments are not increased other than for the amount of the CPI; and Page 1 of 3 I Packet Pg. 50 1 8.b 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; b. An estimate of the cost of the maintenance and servicing of the improvements for the Areas for the referenced fiscal year; An assessment of the estimated costs of the maintenance and servicing, assessing the net amount upon all assessable lots and 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, California, 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, N and it is the intention of this legislative body, to levy and collect assessments to pay the annual Q LU costs and expenses for the installation, replacement, maintenance and servicing of the >- improvements for the above referenced Areas. No new improvements or any substantial changes a in existing improvements or zones are proposed as a part of these proceedings. v U) v_ SECTION 3. Fiscal Year: That the assessments as above authorized and levied for these c proceedings will provide revenue and relate to the fiscal year, commencing July 1, 2021, and ° ending June 30, 2022. o 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. 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 22, 2021, at 6:00 p.m., in the City of Santa Clarita, California, as the time, place, and date of the public Page 2 of 3 I Packet Pg. 51 1 8.b I 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 8th day of June 2021. MAYOR ATTEST: CITY CLERK DATE: STATE OF CALIFORNIA ) Q COUNTY OF LOS ANGELES ) ss. v co CITY OF SANTA CLARITA ) M I, Mary Cusick, City Clerk of the City of Santa Clarita, do hereby certify that the foregoing Resolution No. 21- was duly adopted by the City Council of the City of Santa Clarita at a regular meeting thereof, held on the 8th day of June 2021, by the following vote: AYES: COUNCIL,MEMBERS: NOES: COUNCIL,MEMBERS: ABSENT: COUNCIL,MEMBERS: CITY CLERK Page 3 of 3 I Packet Pg. 52 1 8.c RESOLUTION NO. 21 - 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 2021-22 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 (FY) 2021-22 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 FY 2021-22; and WHEREAS, Proposition 218, the Right to Vote on Taxes Act, does hereby require if the N assessment rate is to be increased, a notice of the proposed assessment, along with a ballot, shall a be mailed to all owners of identified parcels within the District, and the agency shall conduct a w public hearing not less than 45 days after the mailing of said notice; and Q U WHEREAS, the assessments for FY 2021-22 are not proposed to be increased above the ,U)—� approved Consumer Price Index (CPI); and = WHEREAS, the CPI has been determined to be 1.45 percent calculated as the annual change in the CPI, during the preceding year ending in December, for All Urban Consumers, for the Los Angeles, Long Beach, and Anaheim 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; b. An estimate of the cost of the maintenance and servicing of the improvements for the District for the referenced fiscal year; Page 1 of 3 Packet Pg. 53 1 8.c c. An assessment of the estimated costs of the maintenance and servicing, assessing the net amount upon all assessable lots and 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, California, 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 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, 2021, and ending June 30, 2022. SECTION 4. Preliminarily Approves Report: The City Council hereby finds that each w and every part of the Engineer's Report is sufficient, and the City Council hereby preliminarily Q approves, passes on, and adopts the Engineer's Report as submitted to the City Council and filed v with the City Clerk. The preliminary report shall stand as the Engineer's Report for the purposes M 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 22, 2021, 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. Page 2 of 3 I Packet Pg. 54 1 8.c PASSED, APPROVED, AND ADOPTED this 8th day of June 2021. 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 a foregoing Resolution 2 1 - was duly adopted by the City Council of the City of Santa w Clarita at a regular meeting thereof, held on the 8th day of June 2021, by the following vote: Q U co M AYES: COUNCIL,MEMBERS NOES: COUNCIL,MEMBERS: ABSENT: COUNCIL,MEMBERS: CITY CLERK Page 3 of 3 I Packet Pg. 55 1 8.d RESOLUTION NO. 21- RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA CLARITA, CALIFORNIA, TO CONTINUE THE SANTA CLARITA TOURISM MARKETING DISTRICT (BUSINESS IMPROVEMENT AREA) AND THE HOTEL TOURISM MARKETING BENEFIT ZONE IN THE CITY 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 2021-22, and this Annual Report has been presented to the City Council for review and approval; and J WHEREAS, the City Council intends to levy and collect assessments within the Benefit v Zone of the TMD for Fiscal Year (FY) 2021-22 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 FY 2021-22 pursuant to Section 36535 of the 1989 BID Law. NOW THEREFORE, the City Council of the City of Santa Clarita, California, does hereby resolve as follows: SECTION 1_ The above recitals are all true and correct. SECTION 2. 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 2021-22, which commences July 1, 2021, 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. Page 1 of 4 I Packet Pg. 56 1 8.d SECTION 3. For FY 2021-22, the boundaries of the TMD which includes all of the real property within the City; and the 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. SECTION 4. The City Council proposes to annually levy assessments against all businesses in the Benefit Zone in accordance with the proposed system of assessments as set forth on Exhibit B and as such has determined that the assessments on newly established hotels shall commence immediately upon the first day of operation and after the public hearing for inclusion of such property. SECTION 5. That the proposed uses of the revenues derived from charges levied against businesses in the Benefit Zone for FY 2021-22 generally include, but are not limited to, the following: 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; b. Developing and implementing a destination marketing strategy and promotions targeting potential hotel guests; c. Developing and undertaking an advertising and public relations program focusing on the business and leisure travel trade; d. Subsidization of high -quality, high -economic impact events; e. Annual operation expenses including but not limited to annual district administration functions and expenses, printing, postage, and meetings; a U f. Support and funding of the Summer Trolley program; and M g. Attendance at key meeting and consumer trade shows. SECTION 6. In addition to any assessments, fees, charges, or taxes imposed otherwise in the City, the City Council proposes to levy assessments against businesses in the Benefit Zone in FY 2021-22 for the purpose of funding the programs, activities, and services that will promote the City and hotels as a tourist destination. A description of the proposed system of assessments is set forth on Exhibit B, attached hereto and incorporated herein by this reference. SECTION 7. Annual Report: The City Council hereby approves the Annual Report for FY 2021-22 as submitted to the City Clerk or as amended herein by City Council 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 FY 2021-22; the boundaries of the TMD and the Benefit Zone within the TMD, and the proposed 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. Page 2 of 4 Packet Pg. 57 1 8.d SECTION 8. Public Hearing: A public hearing concerning the FY 2021-22 levy of annual assessments for the TMD Benefit Zone will be held on June 22, 2021, 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 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 levied and protests are not withdrawn so as to reduce the protests to less than that 50 percent, no 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 against the furnishing of a specified type or types of improvement or activity, those types of improvements or activities shall be eliminated. Every written protest shall be filed with the Clerk at or before the time fixed for the public hearing. The City Council may waive any irregularity in the form or content of any written protest and at the public hearing may correct minor defects in the proceedings. A written protest may be withdrawn in writing at any time before the conclusion of the public hearing. 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 22, 2021. PASSED, APPROVED, AND ADOPTED this 8th day of June 2021. ATTEST: CITY CLERK DATE: Page 3 of 4 MAYOR I Packet Pg. 58 1 8.d STATE OF CALIFORNIA ) COUNTY OF LOS ANGELES ) ss. CITY OF SANTA CLARITA ) I, Mary Cusick, City Clerk of the City of Santa Clarita, do hereby certify that the foregoing Resolution No. 21- was duly adopted by the City Council of the City of Santa Clarita at a regular meeting thereof, held on the 81h day of June 2021, by the following vote: AYES: COUNCIL,MEMBERS: NOES: COUNCIL,MEMBERS: ABSENT: COUNCIL,MEMBERS: Page 4 of 4 CITY CLERK J Q U co M Packet Pg. 59 1 8.d Exhibit A SANTA CLARITA TOURISM MARKETING DISTRICT HOTEL TOURISM MARKETING BENEFIT ZONE Hotels in Fiscal Year 2021-22 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 FY 2021-22. Best Western Valencia Inn 27513 Wayne Mills Place Santa Clarita, CA 91355 Courtyard by Marriott 28523 Westinghouse Place Santa Clarita, CA 91355 Embassy Suites 28508 Westinghouse Place Santa Clarita, CA 91355 Holiday Inn Express 27413 Wayne Mills Place Santa Clarita, CA (Assessor 9--2861071008) (Assessor 9--2866034080) (Assessor 9--2866034097) (Assessor 9--2861071011) Homewood Suites I Hampton Inn 28700 Newhall Ranch Road (Assessor 9--2866035007) Santa Clarita, CA 91355 Hotel Lexen 24219 Railroad Avenue Santa Clarita, CA 91321 Hyatt Regency Valencia 24500 Town Center Drive Santa Clarita, CA 91355 (Assessor 9--2831018039) (Assessor 4--2861062020) SpringHill Suites I Residence Inn 27413 Wayne Mills Place (Assessor 9--2861071010) Santa Clarita, CA 91355 I Packet Pg. 60 1 8.d 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 Q LU 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 a against such changes. Charges will be collected by the City of Santa Clarita, with the funds being remitted to a special o fund of the City for expenditure in accordance with its adopted annual budget as presented by the 3 Advisory Committee appointed by the City Council. o 1. I Packet Pg. 61 1 d co =10 AA31 ivnNNV ZZ-�ZOZ MV3A -lVOSI=I) elgel a;ea papuaww000m Qw-1 ZZ-4ZOZ u :;uauayoeiiv a^a0 bTjivau� to N 7aW 10N le a uasaN X x x x Pa�O� auO2 X u/ x x x x xx x xx 7uawssass �0 PG.VdayQa t 2/02 wOjV area o XX x X x X uey ss .. 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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 la day of Stacee Reynolds Senior Project Manager District Administration Services , 2021. Willdan Financial Services Assessment Engineer in Tyrone Peter PE # C81888 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 , 2021. 21 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 , 2021. Mary Cusick, City Clerk City of Santa Clarita Los Angeles County, California TABLE OF CONTENTS OVERVI&V / A. INTRODUCTION 1 B. EFFECT OF PROPOSITION 218 2 C. ANNUAL CONSUMER PRICE INDEX ADJUSTMENT 3 A. PLANS AND SPECIFICATION 4 A. IMPROVEMENTS AUTHORIZED BY THE 1972 ACT 4 B. DESCRIPTION OF IMPROVEMENTS TO BE MAINTAINED AND SERVICED 5 Landscaping Improvements 5 Street Lighting Improvements 7 C. CAPITAL IMPROVEMENT PROJECTS 8 ESTIMATE OF COSTS /0 Landscaping Budgets: 11 Street Lighting Budget: 14 IV. METHOD OF APPORTIONMENT OF ASSESSMENT /5 A. General 15 B. Reason for the Assessment 15 C. Special Benefit Analysis 15 Landscaping Benefits 15 Street Lighting Improvement Benefits 17 D. General Benefits 18 E. Apportionment Methodology 18 Landscaping Methodology 18 Street Lighting Methodology 24 F. ASSESSMENT RATES and Annual Levy 27 Landscaping Zones 27 Street Lighting Zones 31 V. ASSESSMENT ROLL 34 K. ASSESSMENT DIAGRAM 35 APPENDIX Landscaping Improvements 1(i% W I LLDAN /. 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 XI II D enacted by Proposition 218 (the "Constitution"), annually levies and collects special assessments for the City's maintenance assessment districts designated as the 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. Collectively, the District incorporates and is 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, 32, 2008-1, T1, T1 B, T2, T2A, T3,T3B, T4, T5, T6, T7, T8, T17, T20, T23, T23-1, T23-2, T23A, T23B, T29, T31-1,T31-1 A, T31-2, T33, T44, T46, T47, T48, T51, T52, T62, T65, T65A, T65B, T67, T68, T69, T71, and T77, (the "Zones"). On April 24, 2018, the City Council adopted Resolution No. 18-14, which initiated annexation proceedings for the Plum Canyon annexation with the Local Agency Formation Commission (LAFCO). Annexation Application No. 2018-04 was submitted to LAFCO on June 27, 2018. On July 10, 2018, the City Council adopted a joint resolution between the City of Santa Clarita (City) and County of Los Angeles, approving and accepting the negotiated exchange of property tax revenue relating to the pending annexation of areas within the unincorporated portion of Los Angeles County. Following the Council's action, the Los Angeles County Board of Supervisors adopted the same joint resolution at their board meeting on September 18, 2018. LAFCO approved Annexation 2018-04 at their October 10, 2018, meeting and further held the protest hearing at their November 14, 2018, meeting. Annexation 2018-04, including the transfer of Landscape Zone T2A (Skyline Ranch), was completed on November 15, 2018, when the annexation was recorded with the state. Subsequently, the County of Los Angeles finalized transfer of Landscape Zone T1 B (Plum Canyon Areawide) to Santa Clarita in February of 2020. 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 2021/2022 and includes all Zones previously established. This Report includes all annexations to the Streetlight and landscape Zones that have been approved by the City Council to date. As part of these previous actions the Council authorized the Fiscal Year 2021/2022 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 Fiscal Year City of Santa Clarita Engineer's Report 2021/2022 Landscaping and Lighting District Page 1 VY WILLDAN sections, subsections, sentences, clauses, phrases, portions, zones, or subzones might subsequently be declared invalid or unconstitutional. 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 1998-99, Los Angeles County was responsible for streetlight services within the incorporated City of Santa Clarita. Upon incorporation of the City in 1987, the County established a Santa Clarita Zone specifically for the area within the City's boundaries. In July 1998, Los Angeles County transferred these two street lighting districts to the City. The formation of a new single District occurred and identified going forward as Santa Clarita Streetlight Maintenance District No. 1 ("District'). Upon transfer, the City assumed all financial 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. Funding for streetlight maintenance services is through a blend of assessment revenue and property taxes. This engineers' report relates to the levy of special assessments. There are two assessment rates for streetlights: $12.38 (referred to as Zone A for identification purposes) and $88.12 (referred to as Zone B for identification purposes). The assessment for Zone A is constant, while the assessment for Zone B incorporates an escalation provision that allows it to adjust automatically each year by the change in consumer price index. As territories annex into the City in future years, annexation to Zone B of the District will be a condition of the annexation approval process. 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 2021/2022 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 2021/2022. 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 XIIID to the California Constitution. The Article XIIID affects all assessments upon real property for a special benefit conferred on the property. Assessments imposed under the Landscaping and Lighting Act of 1972 encompasses these types of benefit assessments. Fiscal Year City of Santa Clarita Engineer's Report 2021/2022 Landscaping and Lighting District Page 2 VY WILLDAN 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 balloted for those new or increased assessments in accordance with Article XIIID of the Constitution. C. ANNUAL CONSUMER PRICE INDEX ADJUSTMENT With the exceptions of Street Lighting Zone A, and Landscaping Zones T20, T33, T44, 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, Long Beach and Anaheim 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 2021/2022, the applicable CPI increase during the preceding year and applied to the applicable Zone maximum assessment rates is 1.45%. Fiscal Year City of Santa Clarita Engineer's Report 2021/2022 Landscaping and Lighting District Page 3 VY WILLDAN A. 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. 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. Fiscal Year City of Santa Clarita Engineer's Report 2021/2022 Landscaping and Lighting District Page 4 VY WILLDAN A • 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 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, shade structures, 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 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: 1 Golden Valley Centex 2 Soledad Entertainment (Inactive) 3 Sierra Heights 3A Sierra Heights Fiscal Year City of Santa Clarita Engineer's Report 2021/2022 Landscaping and Lighting District Page 5 YY WILLDAN 4 Via Princessa/Sierra Highway 5 Sunset Hills 5A Sunset Hills 6 Canyon Crest 7 Creekside 7A Woodlands (Inactive) 8 Ackerman Avenue 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 Golden Valley Ranch - Residential 22 Henry Mayo Newhall Memorial Hospital 23 Montecito (Inactive) 24 Canyon Gate 25 Valle Di Oro 26 Centre Pointe 27 Circle J Ranch 28 Newhall 29 Villa Metro 30 Penlon 31 Five Knolls 32 Vista Canyon Ranch Area 2008-1 Area -wide Beautification T1 Seco Canyon Village/Faircliff T1 B Plum/Whites Canyon T2 Old Orchard T2A Skyline Ranch T3 Valencia Hills T313 Valencia Hills T4 Valencia Meadows T5 Valencia Glen T6 Valencia South Valley T7 Valencia Central & North Valley Fiscal Year City of Santa Clarita Engineer's Report 2021/2022 Landscaping and Lighting District Page 6 * WILLDAN T8 Summit T17 Rainbow Glen T20 El Dorado Village T23 Mountain View T23A Mountain View Condos T23B Seco Villas T29 American Beauty T31 Shangri La T33 Canyon Park T44 Bouquet Canyon T46 Northbridge T47 Northpark T48 Shadow Hills T51 Valencia High School T52 Stonecrest T62 Canyon Heights T65 Fair Oaks Ranch T65A Ranch at Fair Oaks T65B Fair Oaks Park (inactive) T67 Miramontes T68 West Creek T69 West Hills T71 Haskell Canyon Ranch T77 West Creek Park (Inactive) Street Lighting Improvements Street Lighting Zones within the District were established to collect funds to cover the expenses for energy and maintenance of streetlights in the City. These costs are billed by the Southern California Edison Company for the operation of approximately 18,750 streetlights, inclusive of decorative and Highway Safety Lights (HSL) streetlights. In May of 2018, the California Public Utilities Commission approved sale of the Edison -owned streetlight system to the City of Santa Clarita. As of April 2021, Edison has transferred ownership of 17,186 streetlight poles to the City. The proposed new and/or existing improvements for Street Lighting Zones A and B include, but are not limited to, and may be generally described as follows: • The installation of street lighting, 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 street lighting, traffic signals, and other appurtenant facilities that are necessary for the daily operation of said Fiscal Year City of Santa Clarita Engineer's Report 2021/2022 Landscaping and Lighting District Page 7 VY WILLDAN 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 District 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 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 installment payment is estimated to be an amount not to exceed $860,063 (assuming 30-year financing), which is to be included in the annual budget of the 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 2021/2022. Plans and Specifications for the improvements within the Street Lighting 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 2021/2022 in the Landscaping Zones. Major Thoroughfare Medians Rye Canyon Road Median Refurbishment (131018) — This project will fund updated design and construction of new landscape median improvements along unimproved portions of Rye Canyon Road between Avenue Scott and Avenue Stanford in the Valencia Industrial Center. Improvements include removal of existing asphalt and concrete within the median, installation of irrigation and landscaping, stamped concrete safety strips, and an extended left-hand turn pocket at Avenue Stanford. City -Wide Major Thoroughfare Tree Replacements (R0028) — This project will address City trees that are too large to remain in the public parkway, install new trees along major thoroughfares and install irrigation infrastructure as needed to increase the survival rates of the newly installed trees. This project will encompass the installation of more than 300 replacement trees. Various Zones Irrigation Master Valve Installation Phase V (R0030) — This project will install irrigation master valves and flow sensors on select irrigation systems within LMD zone 2008-1. Fiscal Year City of Santa Clarita Engineer's Report 2021/2022 Landscaping and Lighting District Page 8 VY WILLDAN 2021-22 Paseo Bridge Maintenance and Painting Program (M0146) — This project provides structural maintenance and painting to pedestrian paseo bridges in various LMD zones. The selected bridges are Orchard Village Road south of McBean Parkway, Valencia Boulevard west of Citrus Street, and Copper Hill Drive. Fiscal Year City of Santa Clarita Engineer's Report 2021/2022 Landscaping and Lighting District Page 9 VY WILLDAN A ESTIMATE OF COSTS The estimated costs for the operation, acquisition, installation, maintenance and servicing of the facilities for Fiscal Year 2021/2022 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 Street Lighting Budget for the District, are shown on the following pages: Fiscal Year City of Santa Clarita Engineer's Report 2021/2022 Landscaping and Lighting District Page 10 t� 0 iI ram, O CO LO O - r-- CO O 00 O f- O 00 1- M O I-- O LQ CV N CV LP) CV CO O M t` a) a)(V M N I� ti M � CV a)cM 00 00 00M 00 O lll� O" cM Ui CO d? 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Revenues 0 Energy Rebates 0 Property Damage Payments 485,000 1 Total Revenues $3,393,080 EXPENDITURES Personnel Department $240,426 Other Administrative 151,306 Operations & Maintenance Electric Utilities - Traffic Signals 0 Electric Utilities - Street Lights 1,211,924 Traffic Signal Maintenance 0 Contractual Services 287,000 Streetlight Pole Inventory/Knockdowns 225,000 General Administration 515,351 Subtotal Operations & Maintenance $2,631,007 Capital Street Lights Purchase $0 Transfers Transfers In from Ad Valorem (218,0 33) Transfers Out to OBEP 11,059 Transfers Out to Debt Service Fund 860,063 Transfers Out to Special Levy 0 Total Expenditures $3,284,066 SURPLUS (DEFICITI $109,015 Fund Analysis Estimated Beginning Fund Balance (7/01/21) $2,926,858 Estimated Revenues 3,393,080 Estimated Expenditures (3,284,066) Estimated Ending Fund Balance (6/30/22) 3,035,872 Operating Reserves (1,315,504) Reserves for Capital Replacement (6/30/22) $1,720,368 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 2021/2022 Landscape and Lighting District Page 14 yY WILLDAN /V. U C. 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. 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 Fiscal Year City of Santa Clarita Engineer's Report 2021/2022 Landscape and Lighting District Page 15 fly WILLDAN 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..." In The Economic Value of Trees in Urban Areas, written by Phillip Killicoat, Eva Puzio and Randy Stringer in 2002, it is stated: "Increased property values, increased tax revenues, increased income levels, faster real estate sales turn -over rates, shorter unoccupied periods... have all been linked to tree and landscape presence." It should be noted that the definition of "parkways" above may include the roadway as well as the landscaping alongside the roadway including City -owned and maintained trees within the public right-of-way. Area -wide Beautification Area -wide Beautification within the landscaped medians and tree -lined parkways 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 and tree -lined parkways in the major thoroughfares. Landscaping in the medians and parkways 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. 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." Fiscal Year City of Santa Clarita Engineer's Report 2021/2022 Landscape and Lighting District Page 16 yY WILLDAN 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. Street Lighting Improvement Benefits Most of the street lighting 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, street lighting 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 street lighting and appurtenant facilities specially benefit parcels within the District. The proper maintenance of the street lighting and appurtenant facilities reduces property -related crimes (especially vandalism) against properties in the District. The street lighting located in the District helps to visually join the various segments of the community, which enhance property. In addition, all of the above -mentioned improvements contribute to a specific enhancement of the property value of each of the parcels within the District. The benefit provided by street lighting consists of safety for pedestrians, 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 principal 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. 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 Fiscal Year City of Santa Clarita Engineer's Report 2021/2022 Landscape and Lighting District Page 17 yY WILLDAN 11 E. 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 Street Lighting 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 14.5 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 street lighting maintenance costs that 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 contributions from the ad valorem street lighting 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. Equivalent Benefit Units (EBU's) In order to allocate benefit fairly between the parcels, an Equivalent methodology is proposed which equates different types of land use s Fiscal Year City of Santa Clarita Engineer's Report 2021/2022 Landscape and Lighting District Page 18 vy WILLDAN 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 Asrnt. Type EBU Acreage EBU's 261.290 Method Code (descriptions follow this table) 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 15 Res/Comm EBU 717.94 4 16 Comm/Vac EBU 7,659.814 4 17 Multiple EBU 1,270.733 4 18 Res/Comm EBU 4,044.643 4 19 Res/Comm EBU 1,203.795 4 20 Res/Comm EBU 337.320 4 21 Res EBU 486.580 4 22 Comm EBU 178.620 4 24 Res/Other EBU 150.025 4 25 Res/Other EBU 80.717 4 26 Comm EBU 2,541.346 4 27 Res/Comm EBU 822.494 4 28 Res/Comm EBU 5,882.684 4 Fiscal Year City of Santa Clarita Engineer's Report 2021/2022 Landscape and Lighting District Page 19 Yy WILLDAN Zone 29 Land Use Res/Comm Asrnt. Type EBU Acreage EBU's 322.466 Method Code .. follow(descri table) 5 30 Res EBU 142.000 2 31 Res EBU 522.126 4 32 Res/Comm EBU 885.535 7 2008-1 Res/Comm EBU 94,107.529 4 T1 Comm EBU 5.000 2 T1 B Res EBU 2,569.508 8 T2 Res/Comm EBU 1,128.701 4 T2A Res EBU 1,188.308 8 T3 Res/Comm EBU 462.000 4 T313 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 1,493 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 T44 Res Parcel 302 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 501.140 1 T62 Res Parcel 215 1 T65 Res Parcel 394 1 T65A Res EBU 1,075.000 2 T65B Res EBU 710.000 2 T67 Res Parcel 420 1 T68 Res/Comm EBU 1,087.119 6 Fiscal Year City of Santa Clarita Engineer's Report 2021/2022 Landscape and Lighting District Page 20 vy WILLDAN T69 Res/Comm EBU 880.210 6 T71 Res Parcel 223 1 T77 Res EBU 1,960.820 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 Commercial Industrial 1 commercial/industrial parcel 1 EBU 1 EBU 1 EBU 5 EBU 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 EBU / dwelling 1 parcel x 0.25 = 0.25 EBU / parcel 1 dwelling x 0.8 = 0.80 EBU / dwelling 1 space x 0.5 = 0.50 EBU / space 1 acre x 6 = 6.00 EBU / acre 1 acre x 1.5 = 1.50 EBU / acre Fiscal Year City of Santa Clarita Engineer's Report 2021/2022 Landscape and Lighting District Page 21 vy WILLDAN 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 = 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 1 dwelling x 1 = 1.00 EBU / dwelling Commercial 1 acre x 9.72 = 9.72 EBU / acre Live -work (') 1 unit x 1.15 = 1.15 EBU / unit Vacant / Park / School 1 acre x 9.81 = 9.81 EBU / acre 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 / 43560 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 Multi -Family Residential Condos 1 dwelling unit Multi -Family Residential Apartments 1 apartment unit Commercial 1 acre 1.00 EBU 0.80 EBU 0.70 EBU 1.00 EBU Fiscal Year City of Santa Clarita 2021/2022 Landscape and Lighting District Engineer's Report Page 22 yY WILLDAN Method 7 —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 1 dwelling unit 0.75 EBU Non -Residential 1 acre 18.00 EBU Vacant 1 acre 4.50 EBU Method 8—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 Properties Residential Single -Family Residential Multi -Family Residential Condominium Planned Single -Family Residential Planned Condominium Residential Non -Residential Properties Non -Residential Developed Planned Non -Residential Public Facility Public School Property Park Open Space Other Properties Vacant Subdivided Residential Lot Vacant Undeveloped Property Exempt Special Case Property 1 single family dwelling unit 1.00 EBU 1 dwelling unit 0.75 EBU 1 dwelling unit 0.80 EBU 1 dwelling unit 1.00 EBU 1 dwelling unit 0.80 EBU 1 acre 6.00 EBU 1 acre 6.00 EBU 1 acre 0.00 EBU 1 acre 0.00 EBU 1 acre 0.00 EBU 1 acre 0.00 EBU 1 parcel 1.00 EBU 1 acre 1.50 EBU 1 acre 0.00 EBU 1 parcel Varied EBU Fiscal Year City of Santa Clarita Engineer's Report 2021/2022 Landscape and Lighting District Page 23 A/W I LLDAN Street Lighting 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. Fiscal Year City of Santa Clarita Engineer's Report 2021/2022 Landscape and Lighting District Page 24 Yy WILLDAN Table 1 summarizes the Residential EBU Calculation: Table 1 - 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 + 0.26 x units + 0.26 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 (6-20 units) 1/2 x units + 1.00 + 0.26 5 2.50 + 1.00 + 0.25 = 3.75 per parcel 20 10.00 + 1.00 + 0.25 = 11.25 per parcel APT21 Apartments (21-60 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 (61-100 units) 1/4 x (units-60) + the total EBU for a 60-unit apartment 100 12.50 + 21.25 = 33.75 per parcel APT101 Apartments (100+ units) 1/6 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 2021/2022 Landscape and Lighting District Page 25 Yy WILLDAN 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 Animal Kennels, Nurseries and greenhouses, GRP-B Group B Industrial parking lots, Churches, Private Schools, 1.00 + 0.50 + 0.50 = 2.00 per parcel Petroleum and Gas, Utility GRP-C Group C Commercial Parking Lots 1.00 + 0.50 + 1.00 = 2.50 per parcel Office & Professional building, Bank, Savings & Loan, GRP-D Group D Service Shop, Lumber Yard, 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, 2.00 + 1.00 + 1.00 = 4.00 per parcel Club & 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 4.00 + 2.00 + 2.00 = 8.00 per parcel Store, 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-K1B ______ 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 Notion 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 Exempt Parcels The following properties generally do not benefit from the improvements and services being provided and may be exempt from the assessment: areas of public streets, avenues, lanes, roads, drives, courts, alleys, public easements or rights -of -way, and District improvement areas, many of which are not assigned Assessor's Parcel Numbers. Also exempt are parcels identified as railroad rights -of way, utility easements and rights -of -way used exclusively for utility transmission, shared common areas (such as in condominium complexes), land dedicated as public open space or parks, small parcels vacated by the City, parcels with notable development restrictions (the City or Assessment Engineers has determined that the parcel cannot be developed or developed independently from any contiguous parcel with the same ownership). Fiscal Year City of Santa Clarita Engineer's Report 2021/2022 Landscape and Lighting District Page 26 )VW F. ASSESSMENT RATES AND ANNUAL LEVY Landscaping Zones The Assessment Rates and Annual Assessment Amounts for each Landscaping Zone for Fiscal Year 2021/2022 is provided in the following tables: Fiscal Year City of Santa Clarita Engineer's Report 2021/2022 Landscape and Lighting District Page 27 0 0 0 O O M 0 0 0 O CO r O 00 00 0 F-- O O O O 00 (O OD M OD O (D Iq Iq I,- O O O O LO O O O O le le O M N 00 0) O O O O LO le r r r O Cl) U) r (O O 00 N O LA O O O O 6 14 O 00 M N N (O 00 N O OA ti (O ti M O L6 tir�: 00 ER O O O ti IT O 14 O Cl) N 1,- 0) le le N O) le CO r 00 00 M r 0) le ti ti M O It O) l r O) O) 00 O O -q OA CO l r LO r O) 00 O O r Cl) (O le N N ti le M MI�i 00 r O9 I�i r O ui 00 00 00 r P. n r r n O O L() (O M I:i r M u (O r N N le N 00 6q (A r- 00 ER LO 00 r le O O 0) r CO r (O N r CO co) r OD r- CR (R (R V) r (R 6ci 6M r CO) N r CO r r N CR E9 CR r LO LO fR fR CO) CR 00 ER CR CR ER CR ER CR CR E9 6% CR CR 6% ER O O O O N O O O O O O 0 O O N O O O O O O O r O O O 00 F-- O O O O M O O O O P O (O n O M O O O O O O O M O O O N O O O 00 N O O O O O r O r- ti O 0) O O O O LO LO O ti O O O le M LO ER O le M le LO LO 00 Ln O Cl) 00 CO 00 O O O O N CO 14 00 O N O �F-- CR Cl) r N LO Cl) N r N LO 619 ER r CR CO) (O r - r ER OD ER N N CO fR fR E9 69 ER fR ER E9 CR E9 ER 69 E9 E9 CR E9 69 E9 CR E9 iR N O O O- LOB O I, O O M r- r- r- O = M O L() = m O ,t O (D M O) 00 N O O m It It O O M O O O r- O N It O O O ',1- O LOB = N M M M r- N O O O O LOB O It O I` M It m O LOB O M M M O = = r- O M'T O LOB N O r--� O 00 O O O 00 O O 6 O 1� r-_: li li O M O 00 (O N LOB r--� 1� r-� L6 li M � It (O O) 613 It O IT (R M O LOB N M O N M O I- CO O O ',I- M (D 'It M I- I- 6q M r- N N V O) O N N ER 6q N 6q LOB (D M r r= 00 (R N N I` (fi 61i C'i (R 6-3 (R 6-3 (R 6-3 6-3 613 "i U3 6-3 6-3 Ef3 (R (R 6q (R 6q 6q 60 ER ER r- LOB = (D N 00 LO 00 N LOB O O) LO M O M O) LO r- LOB M (D 00 N M r- = r- O0 LOB Cl) = It O r- = LOB = (O LOB N LO LOB 1- O) 00 00 M (O CO O O) 00 N N OD O) LOB LO? OO (R O OO 1� 7 N O O :� r*-� 7':� N OR O (O N r,� N O (D 00 r- LOB r- 00 LOB (O LOB 1- r- M 00 Cl) O � 1- M M (O M 'tT ',1- M N r- O) LOB O) M 00 M N O) IT CO O) N 00 LOB (O O LO 00 O M 00 (D It IT � I- H3 N r- N N M O) (O N N Uf 613 N EA ',1- (O M � - - 00 ER N N � (f3 Gq ,yi (f) - of 6'i (fi 6'3 (f) Oyi ER 6q 6q 6q (f) Ef3 Ef3 Ef3 Ef3 6q 6q 61� LOB (D (.0 00 'It O r- O O Cl) co LO O O O LO r- (D (D O (0 LOB O) Cl) I` r- (D O O) It M It O) N 00 N N O) 00 (D O N Cl) N f�7 - O O) LOB O OR ll� (q r*-� M LO? 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U3 U) 613 U) U, 613 U) 63 U, (R 63 _ 63 Cb 63 63 U) U) U) U3 UA LO) O ('A O CA O 00 It M 00 qlT O N O It O CO ('A - LO) O O CA NT O 00 IT O O It LO) (A ('A N 00 O - O O O qlT M N I` O O O O M r- O "T M. M O N 0. O M O M I` I` O M M N (D r- O O O N L6 CA CA M CO co co LO) co 00 N O O 00 CO CO O 00 6 � IT N O O (6 O L() M N M IT It 'tT It I- M M M O O M M CA N I` N O 00 O O CO (D It M U3 N EA It 613 N N N N m m M r- It It CA r- � CO O N CO M CA � (A Oj U3 U3 U3 U3 U3 U3 U3 U3 U3 U3 U3 U3 U3 U3 ER U3 06 63 63 613 U) U3 U3 U3 N O 00 00 O CA � O Cl) LO) O ',I- O IT M O CO M O _ N r O N N N LO) O O O O O LO) 00 O O N V r- CO LO) 00 LO) CA 00 LO) N 00 O LO) O O N r- O O M. r- M O It. 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ER 6% 6% fR r-- 'IT O CO O O O r— OqIT qcT 00 N LO CO O N O M O O CA 00 LO I N Cl) r- IT OR C'0 O C? OR CO � N 7 O O CO 00 C'0 N O 00 O Cl) CO 00 CO 00 O IT IT M 'IT CO LO O CO IT 00 N O CA O LO 00 00 r— CO CA CO CO N O r- CO It LO CO 6q 6f3 6f3 6f3 6f3 (f3 6f3 6f3 ER EA EA ER EA EA (f3 (f3 N r— O NT M NT M r— r- CA N rl r— CO (1) CO N O r- N It O LO CA CO 00 IT O 00 00 LO Cl? 0. O "T M. N (fl IT O O — CO r— O — r- ',I- O LO It 00 N (fl ci r-� O r-� (6 N N LO 'IT O CA LO CO r- N 'IT CA 00 00 IT r- 00 r— (D O (D O (D N O (D (D IT LO (0 ffi 6-3 6-3 6f3 : 6a 6-3 6f3 (fi (f) (fi 6q 6f3 6f3 6f3 61i 61i N O LO IT O O O O O O O O O O O O Cl) O O O 'IT O O O N O O O'IT 'IT N N N 00 N CO O O It LO. (fl O N N CD. It. N 00 00 LO O 00 00 r- CO 1- O (1) r- O O O O r r— 00 r- 00 r— 00 (D O LO O O O 00 00 00 00 0) rn N N N N N 2 2 2 2 2 m m m m CO m m m m m m m m m CO CO 0- w a- 0- w w a- w w w w w w 0- w w L 0 U C m �> � J L rz � m m = N= cn N N_ V) U N N c a"i ° O O O E U U N c ca in in in in in > (n U LL LL LL _ Cn Cn in w O w O LU O LC') m O (D Q LO m LO O O co � r H H H H H H H H H Oco H H � r— � w C R m c LS 'N a E c E O c c CM R f zf C O L R3 f N R U 2 C fl R � f � R (0 f LS R N L � U O a °) c o c rn Y N u C f O C U C r) 4. � 3 C, C 0 f N c n O U (0 L2 rn It O O m fl N (U rn U N } O N m U CV N E N VY W I LLDAN Street Lighting 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 2021-22 the proposed assessment rate and maximum assessment rate for parcels in Street Lighting 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 street lighting have been assigned to Street Lighting Zone B with a higher assessment rate that includes the previously described Consumer Price Index (CPI) adjustment. For Fiscal Year 2021-22, the proposed applied assessment for parcels located in Zone B will be set at $66.00 per EBU, or 25 percent less than the maximum assessment rate. The proposed Fiscal Year 2021/2022 assessment rates for the Street Lighting Zones are summarized in the table below. Street Lighting Zone A Street Lighting Zone B CPI Increase: 1.45% $12.38 / EBU I - 1 $12.38 / EBU $86.86 / EBU 1 $1.26 / EBU 1 $88.12 / EBU $12.38 / EBU $66.00 / EBU Fiscal Year City of Santa Clarita Engineer's Report 2021/2022 Landscape and Lighting District Page 31 try WILLDAN The following tables provide a summary of the EBU's for each land use shown above for both Street Lighting Zone A and B. EBU Summary by Land Use Street Lighting Zone A Assessments per EBU: $12.38 SFR 23,190 23,190 23,190.00 $287,092.20 CNDO 9,265 9,265 9,265.00 114,700.70 APT2 195 482 410.25 5,078.04 APT5 60 610 380.00 4,704.10 APT21 29 941 446.58 5,528.55 APT51 12 884 326.00 4,035.83 APT101 12 2,171 599.20 7,418.05 GRP-A 1 1.00 12.38 GRP-B 32 64.00 792.32 GRP-C 19 47.50 588.05 GRP-D 66 198.00 2,451.24 GRP-E 106 424.00 5,249.12 GRP-G 17 85.00 1,052.30 GRP-H 18 90.00 1,114.20 GRP-I 27 162.00 2,005.56 GRP-J 17 136.00 1,683.68 GRP-K1 1 34,400 3.00 37.14 GRP-K2 15 3,044,319 281.38 3,483.40 GRP-K3 21 1,896,761 279.10 3,455.22 GRP-K3B 2 279,611.64 40.40 500.16 EXE 387 0.00 0.00 0.00 Fiscal Year City of Santa Clarita Engineer's Report 2021/2022 Landscape and Lighting District Page 32 try WILLDAN EBU Summary by Land Use (Continued) Street Lighting Zone B Assessments per EBU: $66.00 SFR 15,553 15,553 15,548.82 $1,026,221.89 CNDO 8,501 8,677 8,688.00 573,408.00 APT2 10 26 22.00 1,452.00 APT5 21 324 188.25 12,424.50 APT21 28 939 438.48 28,939.45 APT51 8 599 219.75 14,503.50 APT101 24 4,282 1,186.40 78,302.40 GRP-A 1 1.00 66.00 GRP-B 46 92.00 6,072.00 GRP-C 46 115.50 7,623.00 GRP-D 234 700.50 46,233.00 GRP-E 103 408.00 26,928.00 GRP-G 32 157.50 10,395.00 GRP-G&C 1 7.50 495.00 GRP-H 667 3,329.50 219,746.94 GRP-I 50 300.00 21,384.00 GRP-I-SPC 1 4.90 323.40 GRP-J 20 160.00 10,560.00 GRP-J&E 1 12.00 792.00 GRP-K1 2 264,433.00 17.70 1,168.20 GRP-K2 9 5,942,454.20 346.50 22,868.91 GRP-K2D 17 8,196,905.49 524.00 34,583.99 GRP-K3 116 13,241,200.23 2,613.55 172,494.18 GRP-K1 A 19 2,311,563.08 116.31 7,676.60 GRP-K1 B 1 179,598.00 10.08 665.28 GRP-K3B 59 11,200,294.94 1,827.49 120,613.98 GRP-K3C 1 689,990.40 150.50 9,933.00 GRP-MULTI 1 0 18.50 1,221.00 EXE 1682 0 0.00 0.00 SFV 1099 0 0.00 0.00 VAC 375 0 0.00 0.00 Fiscal Year City of Santa Clarita Engineer's Report 2021/2022 Landscape and Lighting District Page 33 VY W I LLDAN ►r ASSESSMENT ROLL The total proposed assessment for Fiscal Year 2021/2022 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 2021/2022 Landscape and Lighting District Page 34 VY W I LLDAN ►/1 ASSESSMENT DIAGRAM The following pages show an overview of the Landscaping and Street Lighting 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 2021/2022 Landscape and Lighting District Page 35 Z Q 0 J (o 7 m N N N N N N N N N C C C C C C C C C �+ i N N N N N N N N N U d d J 1 T P h a) N co O — CO 19t U) 0 M O — N N M 0 N co Lo (O 00 N N N N N N N co M M m N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N i U d d h m Ln r 0 N c U) N U co Q U) N 7 U C Q Ln 0 N N 0 z co Q m � M N Ln Ln Ln M Ln 0 0 0 � N N N N N 0 �_ N N N N N U d d J U WEMMV 41404ch, I co o M N I- c N N N N N N U d d J m ■m ::__■..i: �• .A '.,o •'� t—� -rl °e VY W I LLDAN APPENDIX There are over 2,100 acres of maintained landscaping benefiting properties located in 58active Landscaping Zones within the District. 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 (Area -wide): Properties in this zone receive a benefit from maintenance and improvement to area -wide medians and street trees along the City's major thoroughfares and the thirty-five park facilities located throughout Santa Clarita. Typical maintenance and improvement activities include: care of Landscaping, including parkway trees along major thoroughfares; hardscape, irrigation systems; ornamental structures; signage; lighting; playground equipment, shade structures, play courts, public restrooms, 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, T2-A Skyline Ranch, 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, 32 Vista Canyon, T-17, Rainbow Glen, T-20 El 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 2021/2022 Landscape and Lighting District APPENDIX O/WILLDAN Zones 8 Ackerman Avenue, 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 2021/2022 Landscape and Lighting District APPENDIX City of Santa Clarfta Engineer's Report Drainage Benefit Assessment Areas (D BAA) NOS. 3, 6,18,19, 20, 22, 24, 33, 2008-112008-2,2013-112014-1,2015-.% 2017-1and 2017-2 FISCALYEAR 2021/2022 Intent Meeting: June S, 2021 Public Hearing: June 22, 2021 Prepared on: May 12, 2021 W'WILLDAN CITY OF SANTA CLARITA DRAINAGE BENEFIT ASSESSMENT AREA (DBAA) Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, 2015-1, 2017-1 and 2017-2 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 2021/2022, 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 fora 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 , 2021. Willdan Financial Services Assessment Engineer By: By: Stacee Reynolds Tyrone Peter Sr. Project Manager, District Administration Services PE # C81888 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 , 2021. An 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 , 2021. in Mary Cusick, City Clerk City of Santa Clarita Los Angeles County, California TABLE OF CONTENTS OVERVIEW..............................................................................................................................1 A. INTRODUCTION ................................................................................................................. 1 B. RIGHT TO VOTE ON TAXES ACT (PROPOSITION 218)................................................ 1 PLANS AND SPECIFICATIONS............................................................................................... 3 A. DESCRIPTION OF THE DRAINAGE BENEFIT ASSESSMENT AREAS ........................ 3 ///. ESTIMATE OF COSTS.............................................................................................................. 9 /V METHOD OFASSESSMENT..........................................................................................11 A. BACKGROUND................................................................................................................ 11 B. SPECIAL BENEFIT.......................................................................................................... 11 C. GENERAL BENEFIT........................................................................................................ 15 D. APPORTIONMENT..........................................................................................................20 E. ANNUAL ESCALATORS.................................................................................................24 V. ASSESSMENT DIAGRAM...............................................................................................26 V/. ASSESSMENT ROLL.......................................................................................................27 APPENDICES A. Assessment Boundary Diagrams Exh ibitA - DBAA No. 3 Exhibit B - DBAA No. 6 Exhibit - DBAA No. 18 Exhibit D - DBAA No. 19 Exhibit E - DBAA No. 20 Exhibit F - DBAA No. 22 Exhibit G - DBAA No. 24 Exhibit H - DBAA No. 33 Exhibit I - DBAA No. 2008-1 Exhibit - DBAA No. 2008-2 Exhibit K - DBAA No. 2013-1 Exh itbit L - DBAA No. 2014-1 Exh itbit M - DBAA No. 2015-1 Exhibit N - DBAA No. 2017-1 Exhibit O - DBAA No. 2017-2 B. Assessment Roll * WILLDAN L 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 forthe 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 MID to the California Constitution. The Proposition affects all assessments upon real property fora special benefit conferred on the property. Assessments imposed under the 1982 Act are special benefit assessments. However, Proposition 218 also exemptsany assessments imposed to financecosts 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, 2015-1, 2017-1 and 2017-2 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. On September 11, 2018, the Los Angeles County Board of Directors approved a Joint Resolution between the City of Santa Clarita and the County of Los Angeles for the City's annexation of unincorporated territory known as Annexation No. 2018-04 (Plum Canyon, Skyline Ranch, and North Sand Canyon) and for the transferring of certain rights, tax revenue, property, improvements, assessment areas and districts to the City of Santa Clarita. DBAA No. 24 and DBAA No. 33 were transferred to the City of Santa Clarita as part of this territory annexation. 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, 33, 2008-1, 2008-2, 2013-1, 2014-1, 2015-1, 2017-1 and 2017-2 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 XIIID. Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report 2021 /2022 2015-1, 2017-1 and 2017-2 Page 1 * WILLDAN Assessments for DBAA NO. 24 were approved prior to the passage of Proposition 218. Howeverannual adjustments to reflect changes in the maintenance costs were approved at the time the DBAAwas formed. Assessments, if authorized by the City Council, will be placed on the 2021/2022 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 2021. Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report 2021 /2022 2015-1, 2017-1 and 2017-2 Page 2 * WILLDAN /L 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. 31158, 37081, 44966, 46268, 46269 and 46270 (DBAA No. 24); Tract No. 60922 (DBAA No. 33); 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); Tract No. 60258 (DBAA No. 2015-1 Five Knolls), Tract No. 69164 Vista Canyon (DBAA No. 2017-1) and Tract No. 71564 Golden Valley Ranch (DBAA No. 2017-2) 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. Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report 2021 /2022 2015-1, 2017-1 and 2017-2 Page 3 * WILLDAN • DBAA No.19 (Inactive): 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. 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) adm inistration. • 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. 24: Plum Canyon The drainage facilities consist of sub drains and wells with appurtenant pumping equipment. The boundaries of DBAA No. 24 are shown on Exhibit G. Maintenance and operation of the drainage facilities involve: operation and maintenance of a subsurface drainage system consisting of collection subdrains and monitoring/dewatering wells with appurtenant pumping equipment. • DBAA No. 33: Skyline Ranch The drainage facility is a runoff treatment system consisting of two (2) Continuous Deflective Separation units and thirty (30) catch basin filters. Maintenance and operation of the runoff treatment system includes, but is not limited to: Four complete system inspections per yearand two annual maintenance (clean out of the system with a vacuum truck, removal of surface motor oil and hydrocarbons, trash removal, power washing of the separation screen as needed). The boundaries of DBAA No. 33 are shown on Exhibit H. Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report 2021 /2022 2015-1, 2017-1 and 2017-2 Page 4 * WILLDAN • 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 I. 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 storm water runoffgenerated 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. • 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 J. 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 K. 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 forthe 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. Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report 2021 /2022 2015-1, 2017-1 and 2017-2 Page 5 * WILLDAN • 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 L. 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. 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 M. Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report 2021 /2022 2015-1, 2017-1 and 2017-2 Page 6 * WILLDAN • DBAA No. 2017-1: Vista Canyon The proposed services involve the maintenance and operation of five (5) water quality treatment facilities (four (4) Chambermaxx basins and one (1) Bio basin) required for Vista Canyon Tentative Tract Map 69164 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 Vista Canyon Development. The Bio Basin is an extended dry detention basin with wetland that is vegetated and landscaped with native vegetation. The Chambermaxx 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 inspection, cleaning and 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. 2017-1 are shown on Exhibit N. • DBAA No. 2017-2': Golden Valley Ranch The proposed services involve the maintenance and operation of the entire Golden Valley Ranch storm drain system including five (5) water quality treatment facilities including two (2) Continuous Deflection System (CDS) Units, two (2) U.S. Enviro — Net Service, Inc. Catch Basins with Debris Gates, and one (1) Culvert including Inlet and Outlet as required for Golden Valley Ranch Tract No. 71564. The water quality treatment facilities treat runoff collected by the storm drain system from portions of the Golden Valley Ranch Development and the school site on the north edge of the development. The CDS Units are designed to treat storm water runoff and are highly effective in the capture of suspended solids, fine sands, and larger particles, and they capture a very wide range of organic and in -organic solids and pollutants that typically result in tons of captured solids each year such as: Total Suspended Solids (TSS) and other sedimentitious materials, oil and greases, trash, and other debris (including floatables, neutrally buoyant, and negatively buoyant debris). These pollutants will be captured even under very high flow rate conditions. 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. Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report 2021 /2022 2015-1, 2017-1 and 2017-2 Page 7 * WILLDAN The boundaries of DBAA No. 2017-2 are shown on Exhibit O. 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, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report 2021 /2022 2015-1, 2017-1 and 2017-2 Page 8 * WILLDAN ESTIMATE ®F C®STS The 1982 Act provides that the estimated costs of the improvements shall include the total cost of the improvements for Fiscal Year 2021 /2022, 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 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. 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BACKGROUND The Benefit Assessment Actof 1982 provides that assessments may be 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, 24,33 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, 24, 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. DBAA No. 33's special benefit is based on the useable area of the lots within the development. 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. 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. Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report 2021 /2022 2015-1, 2017-1 and 2017-2 Page 11 W I LLDAN 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 trafficto flow unimpeded by poor drainage. 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 Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report 2021 /2022 2015-1, 2017-1 and 2017-2 Page 12 ' W I LLDAN 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. Asa result, each lot within the District receives a special and distinct benefit from the improvements. This special benefit has been identified as the "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 Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report 2021 /2022 2015-1, 2017-1 and 2017-2 Page 13 W I LLDAN 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 M. Q-y_tl_\►revzoltQi Vista Canyon Tentative Tract Map 69164 is comprised of single-family and multi -family residential development, retail and office space, recreation areas, and private roads. In the development the drainage improvements will 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 improvementsand the guaranteed maintenance does not occur, the development cannot be established and cannot be 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 sametime oncethe 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. We have identified this special benefit as the "Condition of Approval Benefit" and this benefit applies to all properties within Vista Canyon Tentative Tract Map 69164. 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 Vista Canyon Tentative Tract Map 69164. 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 3 benefits make up the total benefits from the drainage improvements. For Vista Canyon Tentative Tract Map 69164, two (2) distinct benefit zones have been identified. 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 Appendix A. Benefit Zone A Zone B Condition ofApproval Benefit X X I Flood Prevention Benefit X X IDirectDrainage Benefit X DBAA No. 2017-2 Golden Valley Ranch Tentative Tract Map No. 71564 is comprised of single-family and multi -family residential development and private roads. Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report 2021 /2022 2015-1, 2017-1 and 2017-2 Page 14 W I LLDAN In the development, the drainage improvements will be installed by the developers, subdividers of the land, and the continued maintenance is guaranteed through the establishment of a Drainage Benefit Assessment Area. If the installation of the improvementsand the guaranteed maintenance does not occur, the development cannot be established and cannot be 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. We have identified this special benefit as the "Condition of Approval Benefit" and this benefit applies to all properties within Golden Valley Ranch Tract No. 71564. 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 Golden Valley Ranch Tract No. 71564. 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 3 benefits make up the total benefits from the drainage improvements. For Golden Valley Ranch Tract No. 71564, it has been determined that all of the parcels in the District, as well as the school site parcel adjacent to the northern boundary of the District, receive all three special benefits. Type of Special Benefit DBAAi Condition of Approval Benefit X Flood Prevention Benefit X Direct Drainage Benefit X 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. Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report 2021 /2022 2015-1, 2017-1 and 2017-2 Page 15 W I LLDAN DBAA No. 24 In addition to the special benefits received by the parcels within the DBAA, there are general benefits conferred by the proposed improvements. General benefits are provided to all of the public streets within DBAA No. 24 and account for 17.53% of the estimated cost. DBAA No. 33 In addition to the special benefits received by the parcels within the DBAA, there are general benefits conferred by the proposed improvements. General benefits are provided to all of the public streets within DBAA No. 33. There are 33.6 acres of County road right of way within the DBAA. The DBAA is 309.41 acres consisting of the lots and streets treated by the drainage facility; therefore 10.85% of the cost of the services is considered a general benefit cost that will not be allocated to the DBAA. 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. 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. Golden Valley Road 22.73 General Zone A 79.00 Special Zone B 83.53 Special 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: Condition of Approval Special Benefit Flood Prevention Special Benefit Direct Drainage Special Benefit General Benefit Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report 2021 /2022 2015-1, 2017-1 and 2017-2 Page 16 YM WILLDAN General vs. Special Benefits General Benefit 1 1 22.73 12.27% 1 6.13% Special Benefit 162.53 87.73% I 43.87% 185.26 100.00% 50.00% .. . Flood Prevention Benefit(Zone A&B) 162,53 67,21% r 29.52% Special Benefit 79.00 32.71 % 14.35% 241.53 43.87% Conditions of Approval Benefit 50.00% Flood Prevention Special Benefit 29.52% Direct Drainage Special Benefit 14.35% General Benefit 6.13% 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". DBAA No. 2017-1 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. Based on the approved Water Quality Plans, the following are the drainage areas within the development boundary contributing to the water quality basins. Public Streets that Drain to WQT Facilities No. 1, 2 Public Streets that Drain to WQT Facility No. 3 Public Streets that Drain to WQT Facility No. 4 Public Streets that Drain to WQT Facility No. 5 Zone A (includes Direct Drainage Benefit) Zone B (does not include Direct Drainage Benefit) 5.87 General 0.56 General 0.55 General 1.20 General 15.14 Special 56.54 Special The drainage improvements benefiting the public streets that drain to each of the WQT facilities are considered general benefit, based on the allocation of total benefit and the drainage areas above, the general vs. special benefit is allocated as follows: Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report 2021 /2022 2015-1, 2017-1 and 2017-2 Page 17 VY W I LLDAN General vs. Special Benefit Calculation Condition of Approval Special Benefit 50% Flood Prevention Special Benefit Direct Drainage Special Benefit 50% General Benefit General vs. Special Benefit Conditions of Approval Benefit 50.00% Flood Prevention Special Benefit 37.05% Direct Drainage Special Benefit 7.82% General Benefit 5.12% Of the total benefit for the drainage improvements, 50% of the benefit is considered "Condition of Approval Benefit', 37.05% of the benefit is considered "Flood Prevention Special Benefit", 7.82% of the benefit is considered "Direct Drainage Special Benefit', and 5.12% of the benefit is considered "General Benefit'. DBAA No. 2017-2 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. The drainage areas within the development boundary contributing to the water quality basins are as follows: Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report 2021 /2022 2015-1, 2017-1 and 2017-2 Page 18 YY WILLDAN Oak Crest Drive 0.75 General Marsha McLean Parkway 9.50 General Via Princessa 2.41 General Golden Valley Road 5.78 General Direct Drainage Area of District Parcels 142.05 Special Direct Drainage Area of School Site Parcel 8.00 Special The drainage improvements benefiting the public streets that drain to the CDS units are considered general benefit. Based on the allocation of total benefit and the drainage areas above, the general vs. special benefit is allocated as follows: Total Benefit Condition ofApproval Special Benefit 50% Flood Prevention Special Benefit DirectDrainage Special Benefit 50% General vs. Special Benefit Calculation General Benefit 18.44 0 10.94% 50.00% 5.47% Special Benefit 150.05 89.06% 44.53% Apportionment of Special Benefit Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report 2021 /2022 2015-1, 2017-1 and 2017-2 Page 19 *"W I LLDAN Final Benefit Conditions of Approval Benefit 1050.00% Flood Prevention Special Benefit 22.26% Direct Drainage Special Benefit 22.26% General Renefit 5.47% Of the total benefit for the drainage improvements, 50% of the benefit is considered "Condition of Approval Benefit", 22.26% of the benefit is considered "Flood Prevention Special Benefit", 22.26% of the benefit is considered "Direct Drainage Special Benefit', and 5.47% of the benefit is considered "General Benefit". D. APPORTIONMENT DBAA Nos. 3, 6, 18, 19, 20, 22, 24 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 fortheir proportionate share based on the number of proposed units to be built on that parcel. DBAA 33: The estimated costs are apportioned equally on a per acre basis for each parcel. DBAA 2008-2: The estimated costs are apportioned equally to each of the two categories of special benefit. All parcels receivethe 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. Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report 2021 /2022 2015-1, 2017-1 and 2017-2 Page 20 W I LLDAN 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; com mercial parcels are converted based on the lot size of each parcel of land. 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 factorof 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/acrex one -tenth = 0.64 EDUs/acre. Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report 2021 /2022 2015-1, 2017-1 and 2017-2 Page 21 W I LLDAN DBAA 2017-1: The single family detached residential unit or lot has been selected as the basic unit for calculation of assessments and is defined as one Equivalent Benefit Unit (EBU). A methodology has been developed to calculate the EBU'sfor multi -family residential land uses and for non-residential parcels. Every land -use is converted to EBU's. Multi -family residential parcels containing apartments, condominiums, townhomes, or duplexes are converted to EBU's based on the number of dwelling units on each parcel of land. Non- residential parcels are converted based on the lot size of each parcel of land. The EBU 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. Property within the District is assigned to one of the following four categories based on the land use summary provided in Tables 2.0-1 and 2.0-2 of the Vista Canyon Specific Plan. Single Family Residential. Parcels zoned for single family detached home residential uses are assessed 1 EBU per dwelling unit. Parcels designated as SFR land -use will be assessed 1 EBU per dwelling unit or lot, 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 -family residential (including apartments, condominiums, townhomes and duplexes) 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 apartments, condominiums, townhomes and duplexes, are assigned an EBU Factor of 0.75 EBU per dwelling unit. The EBU's assigned to a multiple -family residential parcel are calculated by multiplying the number of dwelling units by the EBU Factor of 0.75. Non -Residential. In converting non-residential properties to EBU's, the EBU Factor used is equal to the EBU density of the residential property in the District. Vista Canyon is a high density residential development with approximately 860 planned EBU located on approximately 48.7 acres. This calculates to an EBU Factor of 18 EBU per developed residential acre. All properties that are developed for non-residential uses are therefore assigned 18 EBU's per acre. These include commercial, industrial, church, school, and other non-residential uses. Park Parcels. 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 18 EBUs/acrex one -tenth = 1.8 EBUs/acre. Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report 2021 /2022 2015-1, 2017-1 and 2017-2 Page 22 1/WI LLDAN EBU Factors by Land Use The following table is summary of the EBU Factors for each of the District land use categories: Single -Family Residential 1.00 EBU per Dwelling Unit Multi -Family Residential 0.75 EBU per Dwelling Unit Non -Residential 18 EDU per Acre Park Parcels 1.8 EDU per Acre D BAA No. 2017-2 The single family detached residential unit or lot has been selected as the basic unit for calculation of assessments and is defined as one Equivalent Benefit Unit (EBU). A methodology has been developed to calculate the EBU's for multi -family residential land uses and for non-residential parcels. Every land -use is converted to EBU's. Multi -family residential parcels containing apartments, condominiums, townhomes, or duplexes are converted to EBU's based on the number of dwelling units on each parcel of land. Non- residential parcels are converted based on the lot size of each parcel of land. The EBU 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. Property within the District is assigned to one of the following three categories based on land use. Single Family Residential. Parcels zoned for single family detached home residential uses are assessed 1 EBU per dwelling unit. Parcels designated as SFR land -use will be assessed 1 EBU per dwelling unit or lot, 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 -family residential (including apartments, condominiums, townhomes and duplexes) benefit unit 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, dwelling units defined as multi- family residential, including apartments, condominiums, townhomes, and duplexes, are assigned an EBU Factor of 0.75. The EBU's assigned to a multiple -family residential parcel are calculated by multiplying the number of dwelling units by the EBU Factor of 0.75. Non -Residential. In converting non-residential property to EBU's, the EBU Factor used is equal to the dwelling unit density of the residential property in the District. Golden Valley Ranch is a low density residential development with 499 residential units totaling 475.25 EBU located on approximately 142.05 acres. This calculates to an EBU Factor of 3.35 EBU per developed residential acre. All properties that are developed for non-residential uses are therefore assigned 3.35 EBU's per acre. These include commercial, industrial, church, school and other non-residential uses. Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report 2021 /2022 2015-1, 2017-1 and 2017-2 Page 23 W I LLDAN EBU Factors by Land Use The following table is summary of the EBU Factors for each of the District land use categories: Single Family Residential Multi-Fami ly Residential Non -Residential E. ANNUAL ESCALATORS 1.00 EBU per Dwelling Unit 0.75 EBU per Dwelling Unit 3.35 EBU per Acre DBAA Nos. 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, 2015-1, 2017-1 and 2017-2 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, Long Beach, and Anaheim 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 1.45%. DBAA Nos. 3, 6, 18, and 19 were established without escalators. Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report 2021 /2022 2015-1, 2017-1 and 2017-2 Page 24 O W V LLDAN Assessment Rates 3 232 $122.47 $0.00 $122.47 $122.47 $28,413.04 6 167 $159.00 $0.00 $159.00 $159.00 $26,553.00 18 279 $159.00 $0.00 $159.00 $159.00 $44,361.00 19 L 174 $19.00 $0.00 $19.00 $0.00 $0.00 20 281 $139.08 $2.02 $141.10 $141.09 $39,646.29 22 40 $340.50 $4.94 $345.44 $345.43 $13,817.20 24 668.03 $108.28 $1.57 $109.85 $109.85 $73,383.10 33 254.75 $98.11 $1.42 $99.53 $99.53 $25,355.27 2008-1 432 $271.73 $3.94 $275.67 $137.84 $59,546.16 2008-2 (Conditioned) 12.57 $1,712.46 $24.83 $1,737.29 $868.65 $10,918.88 2008-2 (South Plaza) 23.39 $502.73 $7.29 $510.02 $255.01 $5,964.67 2013-1 (Villa Metro) 325.51 $53.15 $0.77 $53.92 $53.91 $17,548.24 2014-1 (River Village Area C Townhouse) 156 $210.04 $3.05 $213.09 $213.09 $33,242.04 2014-1 (River Village Area C SFR) 83 $349.10 $5.06 $354.16 $354.16 $29,395.28 2015-1 (Five Knolls Zone A) 242.32 $225.17 $3.26 $228.43 $228.43 $55,353.16 2015-1 (Five Knolls Zone B) 286.64 $164.07 $2.38 $166.45 $166.45 $47,711.23 2017-1 (Vista Canyon Zone A) 384.19 $38.68 $0.56 $39.24 $39.24 $15,075.62 2017-1 (Vista Canyon Zone B) 900.5 $29.75 $0.43 $30.18 $30.18 $27,177.09 2017-2 (Golden Valley Ranch) AnsiWO 474.25 m $62.39 * $0.90 � $63.29 $63.29 $30,015.28 Note: CPI increase:1.45%. All maximum assessmentrates are rounded down to the nearest penny. Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report 2021 /2022 2015-1, 2017-1 and 2017-2 Page 25 *"WI LLDAN r/ 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, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report 2021 /2022 2015-1, 2017-1 and 2017-2 Page 26 *"WI LLDAN 1/1 ASSESSMENT ROI ' An Assessment Roll, which describes each assessable lot or parcel of land in a DBAA and the Fiscal Year 2021/2022 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, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report 2021 /2022 2015-1, 2017-1 and 2017-2 Page 27 YY WI LLDAN APPENDIX A DBAA Boundary Diagrams ExhibitA - DBAA No. 3 Exh ibit B - DBAA No. 6 ExhibitC - DBAA No. 18 Exh ibit D - DBAA No. 19 Exh ibit E - DBAA No. 20 Exh ibit F - DBAA No. 22 Exh ibit G - DBAA No. 24 Exh ibit H - DBAA No. 33 Exh ibit I - DBAA No. 2008-1 ExhibitJ - DBAA No. 2008-2 Exh ibit K - DBAA No. 2013-1 Exh ibit L - DBAA No. 2014-1 Exh ibit M - DBAA No. 2015-1 Exh ibit N - DBAA No. 2017-1 Exh ibit O - DBAA No. 2017-2 Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report 2021/2022 2015-1, 2017-1 and 2017-2 APPENDIX A YY W I LLDAN J LL W G uJ y } N z s� V ¢ a Lu cn W LU u 0 d 2 d 2 n U In 7) 7) } _ a n O n I ? ON N V HU 3NVlXOA OW iFA 00,v, - oper&� NAI& t�,�zw, r n z Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report 2021/2022 2015-1,2017-1 and2017-2 APPENDIXA YY W I LLDAN Exhibit B — DBAA No. 6 N o J M tl C LU LL z z o N SUE � N f7 N C cn � `� a � i � g s '❑ CD Cj w w cL 0 4d �a 22 d ¢ vi In D = W ,may 44 H ��- W� n a s — V) 1 IR I do 4 J aims numb QQ nnnnnnnFI � nFIFUn ai A it ' x 01 d LL W W � m W `� t9 H � a Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report 2021/2022 2015-1,2017-1 and2017-2 APPENDIXA 1fY W I LLDAN Exhibit C — DBAA No. 18 ui 9�. mop N � �W olu 1 2�m 0 Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report 2021/2022 2015-1,2017-1 and2017-2 APPENDIXA 1fY W I LLDAN I M. M PTI Big IM_1_\ ill no 0 PI Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report 2021/2022 2015-1,2017-1 and2017-2 APPENDIXA 1iM WILLQAN 10 i11Mof lWivill i revil7 Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report 2021/2022 2015-1,2017-1 and2017-2 APPENDIXA O W I LLDAN z Ohl9 SWd Md]aVHS ❑ d VI l38 b Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report 2021/2022 2015-1, 2017-1 and 2017-2 APPENDIX A a YY WILLDAN Exhibit H - DBAA No. 33 VRACT 60922 M" ROUMEA" ..ems Pardeef Iomes ;n�a•�«. BOUNDARY MAP FOR ► SAND mP ri1-vs �:DRAINAGE $E EFIT ���r„�5� � ASSESSMENT DISTRICT 33 94WfM CLARPIA G471_4Ar a�151Gk Ypi•1�8• P ±� JU M p5,r t,rruw.e yai. yi..p MAP NO- 1 Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report 2021/2022 2015-1,2017-1 and2017-2 APPENDIXA "VIEW I LLDAN Exhibit I - DBAA No. 2008-1 rf Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report 2021/2022 2015-1, 2017-1 and 2017-2 APPENDIX A YY W I LLDAN Exhibit J — DBAA No. 2008-2 m E c9 E 0 U Uo ' c b c Z� 0 v U c a� a Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report 2021/2022 2015-1,2017-1 and2017-2 APPENDIXA YY WiLLDAN Exhibit K - DBAA No. 2013-1 r Q d E N00000 W 0 0 0 0 0 0 ONaNNNN _ N Ri ooaoa � M 0) c) CI) o �VVVV4f N M N _ > � z m M U Q � 0 O > m m _ m U Q p �M Z 0 E i i 0 rt M N 0) 0 L � 5 Q � Q •� � � I J z Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report 2021/2022 2015-1,2017-1 and2017-2 APPENDIXA YM WILLQAN I�..7MPTO mI7-1_1_\ill no W11E,51 rn1-- Al ...JSZ"3--TIOL •sI pr 'PQ —nl pd F F , , r •r. _ rea.n -•, �r;L Nea Nt. ix3°.,-Pa.+r-�..wF ra w.. y".;� 0 f" �4�• :,iY1W 37YF M � k 1 W C 4 ` ++ w, �M + W+ W A . Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report 2021/2022 2015-1,2017-1 and2017-2 APPENDIXA YY W I LLDAN 0ill @TOliiv,mI M'skino willP51 LEGEND 0 Zone A 0 Zone 3 Maintained Area Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report 2021/2022 2015-1,2017-1 and2017-2 APPENDIXA 1iM WILLQAN m P Q 0 N r U r`o U Z ~ P+ 0 O h0 r' Z V ^f W cc E a NM w I �..7MGTIill m11-1_1_\ill revzolrmI �I o f .gym ti pi C �I _ 0, Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report 2021/2022 2015-1,2017-1 and2017-2 APPENDIXA 1iM WILLDAN Exhibit O - DBAA No. 2017-2 ASSESSMENT DIAGRAM ,. - mmhw vw" f" CITY OF SANTA CLARITA pb DRAINAGE BENEFIT ASSESSMENT AREA NO.2017-2 (GOLDEN VALLEY RANCH) Legend �. [--j ramw - Gp e.a Yap .7aY ,�&,7 ■ 1 Fhrrk i A�cl Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report 2021/2022 2015-1,2017-1 and2017-2 APPENDIXA *F'W I LLDAN APPENDIX B Assessment Roll Drainage Benefit Assessment Area (D BAA) N os. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, 2015-1, 2017-1 and 2017-2 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. Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report 2021/2022 2015-1, 2017-1 and 2017-2 APPENDIX B CIS of Santa Clarlta Engineer's Report Open Space Maintenance District (Golden Valley Ranch) FISCAL YEAR 2021/2022 Intent Meeting: June 8, 2021 Public Hearing: June 22, 2021 Prepared on: May 14, 2021 * WILLDAN 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 2021 /2022, 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 of , 2021. Willdan Financial Services Assessment Engineer By: By: Stacee Reynolds Tyrone Peter Sr. Project Manager, District Administration Services PE # C81888 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 , 2021. la 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 , 2021. 21 Mary Cusick, City Clerk City of Santa Clarita Los Angeles County, California TABLE OF CONTENTS 1. OVERVIEW..........................................................................................1 II. PLANS AND SPECIFICATIONS..........................................................2 A. IMPROVEMENTS AUTHORIZED BY THE 1972 ACT ................................................... 2 B. DESCRIPTION OF IMPROVEMENTS TO BE MAINTAINED AND SERVICED ............. 3 Ill. ESTIMA TE 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......................................................... 7 V. ASSESSMENT ROLL....................................................................... 8 W. ASSESSMENT DIAGRAM................................................................9 WILLDAN 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 XIIID 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 2021/2022 Page W I LLDAN 11. 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 2021/2022 Page 2 WILLDAN 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 and trail -head maintenance, landscape improvements, 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 2021/2022 Page 3 WILLDAN 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 2021/2022. 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. Fiscal Year 2021/22 Estimate of Costs Maintenance & Servicing Costs 19 Natural Open Space Trails Patrol Services $38,650 Levy Administration 4,000 Janitorial & Security Services 16,809 Maintenance Supples 5,183 Landscape Services 6,000 Landscape Supplies 5,300 Administration Costs 28,785 Capital Improvement Trail Head and Trails 0 Transfers out to OPEB 0 Total Maintenance & Servicing Costs $104,727 Operation and Capital Reserve $244,552 Interest (positive) 0 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 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. Fiscal Year Open Space Maintenance District (Golden Valley Ranch) Engineer's Report 2021/2022 Page 4 A/W I L L DA N 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." 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 Fiscal Year Open Space Maintenance District (Golden Valley Ranch) Engineer's Report 2021/2022 Page 5 WILLDAN 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. 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. Fiscal Year Open Space Maintenance District (Golden Valley Ranch) Engineer's Report 2021/2022 Page 6 * WILLDAN 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. $81,628 / 142.05 acres = $574.65 / 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 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 403 single family residential (SFR) units, 12.16 acres currently designated for 95 single family condominium (CON) units CPI Increase = 1.45% Note: Assessment amounts might be 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, Long Beach, and Anaheim 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 2021/2022 Page 7 yy WILLDAN V. ASSESSMENT ROLL The total proposed assessment for Fiscal Year 2021/2022 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 2021/2022 Page 8 City of Santa Clarita Open Space Maintenance District (Golden Valley Ranch) Fiscal Year 2021/22 Assessment Roll 2841-059-001 S F R 1.0 0.32 185.21 2841-059-002 S F R 1.0 0.32 185.21 2841-059-003 S F R 1.0 0.32 185.21 2841-059-004 S F R 1.0 0.32 185.21 2841-059-005 S F V 1.0 0.32 185.21 2841-059-006 S F R 1.0 0.32 185.21 2841-059-007 S F R 1.0 0.32 185.21 2841-059-008 S F V 1.0 0.32 185.21 2841-059-009 S F R 1.0 0.32 185.21 2841-059-010 S F R 1.0 0.32 185.21 2841-059-011 S F R 1.0 0.32 185.21 2841-059-012 S F R 1.0 0.32 185.21 2841-059-013 S F R 1.0 0.32 185.21 2841-059-014 S F R 1.0 0.32 185.21 2841-059-015 S F R 1.0 0.32 185.21 2841-059-016 S F R 1.0 0.32 185.21 2841-059-017 S F V 1.0 0.32 185.21 2841-059-018 S F V 1.0 0.32 185.21 2841-059-019 S F V 1.0 0.32 185.21 2841-059-020 S F V 1.0 0.32 185.21 2841-059-021 S F V 1.0 0.32 185.21 2841-059-022 S F V 1.0 0.32 185.21 2841-059-023 S F V 1.0 0.32 185.21 2841-059-024 S F R 1.0 0.32 185.21 2841-059-025 S F R 1.0 0.32 185.21 2841-059-026 S F R 1.0 0.32 185.21 2841-059-027 S F V 1.0 0.32 185.21 2841-059-028 S F V 1.0 0.32 185.21 2841-059-029 S F V 1.0 0.32 185.21 2841-059-030 S F V 1.0 0.32 185.21 2841-060-001 S F V 1.0 0.32 185.21 2841-060-002 S F V 1.0 0.32 185.21 2841-060-003 S F R 1.0 0.32 185.21 2841-060-004 S F R 1.0 0.32 185.21 2841-060-005 S F R 1.0 0.32 185.21 2841-060-006 S F R 1.0 0.32 185.21 2841-060-007 S F R 1.0 0.32 185.21 2841-060-008 S F R 1.0 0.32 185.21 2841-060-009 S F R 1.0 0.32 185.21 2841-060-010 S F R 1.0 0.32 185.21 2841-060-011 S F R 1.0 0.32 185.21 2841-060-012 S F V 1.0 0.32 185.21 2841-060-013 S F V 1.0 0.32 185.21 2841-060-014 S F V 1.0 0.32 185.21 2841-060-015 S F R 1.0 0.32 185.21 2841-060-016 S F R 1.0 0.32 185.21 2841-060-017 S F R 1.0 0.32 185.21 2841-060-018 S F V 1.0 0.32 185.21 2841-060-019 S F V 1.0 0.32 185.21 2841-060-020 S F V 1.0 0.32 185.21 2841-060-021 S F V 1.0 0.32 185.21 2841-060-022 S F V 1.0 0.32 185.21 2841-060-023 S F V 1.0 0.32 185.21 2841-060-024 S F V 1.0 0.32 185.21 2841-060-025 S F V 1.0 0.32 185.21 2841-060-026 S F R 1.0 0.32 185.21 2841-060-027 S F R 1.0 0.32 185.21 2841-060-028 S F R 1.0 0.32 185.21 2841-060-029 S F R 1.0 0.32 185.21 2841-060-030 S F R 1.0 0.32 185.21 2841-060-031 S F R 1.0 0.32 185.21 2841-060-032 S F R 1.0 0.32 185.21 2841-060-033 S F V 1.0 0.32 185.21 2841-060-034 S F V 1.0 0.32 185.21 2841-060-035 S F V 1.0 0.32 185.21 Willdan Financial Services Page 1 of 8 City of Santa Clarita Open Space Maintenance District (Golden Valley Ranch) Fiscal Year 2021/22 Assessment Roll 2841-060-036 S F R 1.0 0.32 185.21 2841-060-037 S F R 1.0 0.32 185.21 2841-070-001 S F V 1.0 0.32 185.21 2841-070-002 S F V 1.0 0.32 185.21 2841-070-003 S F V 1.0 0.32 185.21 2841-070-004 S F V 1.0 0.32 185.21 2841-070-005 S F V 1.0 0.32 185.21 2841-070-006 S F R 1.0 0.32 185.21 2841-070-007 S F R 1.0 0.32 185.21 2841-070-008 S F R 1.0 0.32 185.21 2841-070-009 S F R 1.0 0.32 185.21 2841-070-010 S F R 1.0 0.32 185.21 2841-070-011 S F R 1.0 0.32 185.21 2841-070-012 S F R 1.0 0.32 185.21 2841-070-013 S F R 1.0 0.32 185.21 2841-070-014 S F R 1.0 0.32 185.21 2841-070-015 S F V 1.0 0.32 185.21 2841-070-016 S F R 1.0 0.32 185.21 2841-070-017 S F V 1.0 0.32 185.21 2841-070-018 S F V 1.0 0.32 185.21 2841-070-019 S F V 1.0 0.32 185.21 2841-070-020 S F R 1.0 0.32 185.21 2841-070-021 S F V 1.0 0.32 185.21 2841-070-022 S F V 1.0 0.32 185.21 2841-070-023 S F V 1.0 0.32 185.21 2841-070-024 S F R 1.0 0.32 185.21 2841-070-025 S F V 1.0 0.32 185.21 2841-070-026 S F V 1.0 0.32 185.21 2841-070-027 S F V 1.0 0.32 185.21 2841-070-028 S F V 1.0 0.32 185.21 2841-070-029 S F R 1.0 0.32 185.21 2841-070-030 S F R 1.0 0.32 185.21 2841-070-031 S F V 1.0 0.32 185.21 2841-070-032 S F V 1.0 0.32 185.21 2841-070-033 S F V 1.0 0.32 185.21 2841-071-001 S F V 1.0 0.32 185.21 2841-071-002 S F V 1.0 0.32 185.21 2841-071-003 S F V 1.0 0.32 185.21 2841-071-004 S F V 1.0 0.32 185.21 2841-071-005 S F V 1.0 0.32 185.21 2841-071-006 S F V 1.0 0.32 185.21 2841-071-007 S F V 1.0 0.32 185.21 2841-071-008 S F V 1.0 0.32 185.21 2841-071-009 S F V 1.0 0.32 185.21 2841-071-010 S F V 1.0 0.32 185.21 2841-071-011 S F V 1.0 0.32 185.21 2841-071-012 S F V 1.0 0.32 185.21 2841-071-013 S F V 1.0 0.32 185.21 2841-071-014 S F V 1.0 0.32 185.21 2841-071-015 S F V 1.0 0.32 185.21 2841-071-016 S F V 1.0 0.32 185.21 2841-071-017 S F V 1.0 0.32 185.21 2841-071-018 S F V 1.0 0.32 185.21 2841-071-019 S F V 1.0 0.32 185.21 2841-071-020 S F V 1.0 0.32 185.21 2841-071-021 S F V 1.0 0.32 185.21 2841-071-022 S F V 1.0 0.32 185.21 2841-071-024 S F V 1.0 0.32 185.21 2841-071-026 S F V 1.0 0.32 185.21 2841-071-027 S F V 1.0 0.32 185.21 2841-071-028 S F V 1.0 0.32 185.21 2841-071-029 S F V 1.0 0.32 185.21 2841-071-030 S F V 1.0 0.32 185.21 2841-071-031 S F V 1.0 0.32 185.21 2841-071-032 S F V 1.0 0.32 185.21 Willdan Financial Services Page 2 of 8 City of Santa Clarita Open Space Maintenance District (Golden Valley Ranch) Fiscal Year 2021/22 Assessment Roll 2841-071-033 S F V 1.0 0.32 185.21 2841-071-034 S F V 1.0 0.32 185.21 2841-071-035 S F V 1.0 0.32 185.21 2841-071-036 S F V 1.0 0.32 185.21 2841-071-037 S F V 1.0 0.32 185.21 2841-071-038 S F V 1.0 0.32 185.21 2841-071-039 S F V 1.0 0.32 185.21 2841-071-040 S F V 1.0 0.32 185.21 2841-071-041 S F V 1.0 0.32 185.21 2841-071-042 S F V 1.0 0.32 185.21 2841-071-043 S F V 1.0 0.32 185.21 2841-071-044 S F V 1.0 0.32 185.21 2841-071-045 S F V 1.0 0.32 185.21 2841-071-046 S F V 1.0 0.32 185.21 2841-071-054 S F V 1.0 0.32 185.21 2841-071-055 S F V 1.0 0.32 185.21 2841-072-001 S F V 1.0 0.32 185.21 2841-072-002 S F V 1.0 0.32 185.21 2841-072-003 S F V 1.0 0.32 185.21 2841-072-004 S F V 1.0 0.32 185.21 2841-072-005 S F V 1.0 0.32 185.21 2841-072-006 S F V 1.0 0.32 185.21 2841-072-009 S F V 1.0 0.32 185.21 2841-072-010 S F V 1.0 0.32 185.21 2841-072-011 S F V 1.0 0.32 185.21 2841-072-012 S F V 1.0 0.32 185.21 2841-072-013 S F V 1.0 0.32 185.21 2841-072-014 S F V 1.0 0.32 185.21 2841-072-015 S F V 1.0 0.32 185.21 2841-072-016 S F V 1.0 0.32 185.21 2841-072-017 S F V 1.0 0.32 185.21 2841-072-018 S F V 1.0 0.32 185.21 2841-072-019 S F V 1.0 0.32 185.21 2841-072-020 S F V 1.0 0.32 185.21 2841-072-021 S F V 1.0 0.32 185.21 2841-072-022 S F V 1.0 0.32 185.21 2841-072-023 S F V 1.0 0.32 185.21 2841-072-024 S F V 1.0 0.32 185.21 2841-073-001 S F V 1.0 0.32 185.21 2841-073-002 S F V 1.0 0.32 185.21 2841-073-003 S F V 1.0 0.32 185.21 2841-073-004 S F V 1.0 0.32 185.21 2841-073-005 S F V 1.0 0.32 185.21 2841-073-006 S F V 1.0 0.32 185.21 2841-073-007 S F V 1.0 0.32 185.21 2841-073-008 S F V 1.0 0.32 185.21 2841-073-009 S F V 1.0 0.32 185.21 2841-073-010 S F V 1.0 0.32 185.21 2841-073-011 S F V 1.0 0.32 185.21 2841-073-012 S F V 1.0 0.32 185.21 2841-073-013 S F V 1.0 0.32 185.21 2841-073-014 S F V 1.0 0.32 185.21 2841-073-015 S F V 1.0 0.32 185.21 2841-073-016 S F V 1.0 0.32 185.21 2841-073-017 S F V 1.0 0.32 185.21 2841-073-018 S F V 1.0 0.32 185.21 2841-073-019 S F V 1.0 0.32 185.21 2841-073-020 S F V 1.0 0.32 185.21 2841-073-021 S F V 1.0 0.32 185.21 2841-073-022 S F V 1.0 0.32 185.21 2841-073-023 S F V 1.0 0.32 185.21 2841-073-024 S F V 1.0 0.32 185.21 2841-073-025 S F V 1.0 0.32 185.21 2841-073-026 S F V 1.0 0.32 185.21 2841-073-027 S F V 1.0 0.32 185.21 Willdan Financial Services Page 3 of 8 City of Santa Clarita Open Space Maintenance District (Golden Valley Ranch) Fiscal Year 2021/22 Assessment Roll 2841-073-028 S F V 1.0 0.32 185.21 2841-073-029 S F V 1.0 0.32 185.21 2841-073-030 S F V 1.0 0.32 185.21 2841-073-031 S F V 1.0 0.32 185.21 2841-073-032 S F V 1.0 0.32 185.21 2841-073-033 S F V 1.0 0.32 185.21 2841-073-034 S F V 1.0 0.32 185.21 2841-073-035 S F V 1.0 0.32 185.21 2841-073-036 S F V 1.0 0.32 185.21 2841-073-037 S F V 1.0 0.32 185.21 2841-073-038 S F V 1.0 0.32 185.21 2841-073-039 S F V 1.0 0.32 185.21 2841-073-040 S F V 1.0 0.32 185.21 2841-073-041 S F V 1.0 0.32 185.21 2841-073-042 S F V 1.0 0.32 185.21 2841-073-043 S F V 1.0 0.32 185.21 2841-073-044 S F V 1.0 0.32 185.21 2841-073-045 S F V 1.0 0.32 185.21 2841-073-046 S F V 1.0 0.32 185.21 2841-073-047 S F V 1.0 0.32 185.21 2841-073-048 S F V 1.0 0.32 185.21 2841-073-049 S F V 1.0 0.32 185.21 2841-073-050 S F V 1.0 0.32 185.21 2841-073-052 S F V 1.0 0.32 185.21 2841-073-053 S F V 1.0 0.32 185.21 2841-073-054 S F V 1.0 0.32 185.21 2841-073-055 S F V 1.0 0.32 185.21 2841-073-056 S F V 1.0 0.32 185.21 2841-073-057 S F V 1.0 0.32 185.21 2841-074-002 S F V 1.0 0.32 185.21 2841-074-003 S F V 1.0 0.32 185.21 2841-074-004 S F V 1.0 0.32 185.21 2841-074-005 S F V 1.0 0.32 185.21 2841-074-006 S F V 1.0 0.32 185.21 2841-074-007 S F V 1.0 0.32 185.21 2841-074-008 S F V 1.0 0.32 185.21 2841-074-009 S F V 1.0 0.32 185.21 2841-074-010 S F V 1.0 0.32 185.21 2841-074-011 S F V 1.0 0.32 185.21 2841-074-012 S F V 1.0 0.32 185.21 2841-074-013 S F V 1.0 0.32 185.21 2841-074-014 S F V 1.0 0.32 185.21 2841-074-015 S F V 1.0 0.32 185.21 2841-074-016 S F V 1.0 0.32 185.21 2841-074-017 S F V 1.0 0.32 185.21 2841-074-018 S F V 1.0 0.32 185.21 2841-074-019 S F V 1.0 0.32 185.21 2841-074-020 S F V 1.0 0.32 185.21 2841-074-021 S F V 1.0 0.32 185.21 2841-074-022 S F V 1.0 0.32 185.21 2841-074-023 S F V 1.0 0.32 185.21 2841-074-024 S F V 1.0 0.32 185.21 2841-074-025 S F V 1.0 0.32 185.21 2841-074-026 S F V 1.0 0.32 185.21 2841-074-027 S F V 1.0 0.32 185.21 2841-074-028 S F V 1.0 0.32 185.21 2841-074-029 S F V 1.0 0.32 185.21 2841-074-030 S F V 1.0 0.32 185.21 2841-074-031 S F V 1.0 0.32 185.21 2841-074-032 S F V 1.0 0.32 185.21 2841-074-033 S F V 1.0 0.32 185.21 2841-074-034 S F V 1.0 0.32 185.21 2841-074-035 S F V 1.0 0.32 185.21 2841-074-036 S F V 1.0 0.32 185.21 2841-074-037 S F V 1.0 0.32 185.21 Willdan Financial Services Page 4 of 8 City of Santa Clarita Open Space Maintenance District (Golden Valley Ranch) Fiscal Year 2021/22 Assessment Roll 2841-074-038 S F V 1.0 0.32 185.21 2841-074-039 S F V 1.0 0.32 185.21 2841-074-040 S F V 1.0 0.32 185.21 2841-074-041 S F V 1.0 0.32 185.21 2841-074-042 S F V 1.0 0.32 185.21 2841-074-043 S F V 1.0 0.32 185.21 2841-074-044 S F V 1.0 0.32 185.21 2841-074-045 S F V 1.0 0.32 185.21 2841-074-046 S F V 1.0 0.32 185.21 2841-074-047 S F V 1.0 0.32 185.21 2841-074-048 S F V 1.0 0.32 185.21 2841-074-049 S F V 1.0 0.32 185.21 2841-074-050 S F V 1.0 0.32 185.21 2841-074-051 S F V 1.0 0.32 185.21 2841-074-052 S F V 1.0 0.32 185.21 2841-074-053 S F V 1.0 0.32 185.21 2841-075-001 S F V 1.0 0.32 185.21 2841-075-002 S F V 1.0 0.32 185.21 2841-075-003 S F V 1.0 0.32 185.21 2841-075-004 S F V 1.0 0.32 185.21 2841-075-005 S F V 1.0 0.32 185.21 2841-075-006 S F V 1.0 0.32 185.21 2841-075-007 S F V 1.0 0.32 185.21 2841-075-008 S F V 1.0 0.32 185.21 2841-075-009 S F V 1.0 0.32 185.21 2841-075-010 S F V 1.0 0.32 185.21 2841-075-011 S F V 1.0 0.32 185.21 2841-075-012 S F V 1.0 0.32 185.21 2841-075-013 S F V 1.0 0.32 185.21 2841-075-014 S F V 1.0 0.32 185.21 2841-075-015 S F V 1.0 0.32 185.21 2841-075-016 S F V 1.0 0.32 185.21 2841-075-017 S F V 1.0 0.32 185.21 2841-075-018 S F V 1.0 0.32 185.21 2841-075-019 S F V 1.0 0.32 185.21 2841-075-020 S F V 1.0 0.32 185.21 2841-075-021 S F V 1.0 0.32 185.21 2841-075-022 S F V 1.0 0.32 185.21 2841-075-023 S F V 1.0 0.32 185.21 2841-075-024 S F V 1.0 0.32 185.21 2841-075-025 S F V 1.0 0.32 185.21 2841-075-026 S F V 1.0 0.32 185.21 2841-075-027 S F V 1.0 0.32 185.21 2841-075-028 S F V 1.0 0.32 185.21 2841-075-029 S F V 1.0 0.32 185.21 2841-075-030 S F V 1.0 0.32 185.21 2841-075-031 S F V 1.0 0.32 185.21 2841-075-032 S F V 1.0 0.32 185.21 2841-075-033 S F V 1.0 0.32 185.21 2841-075-034 S F V 1.0 0.32 185.21 2841-075-035 S F V 1.0 0.32 185.21 2841-075-036 S F V 1.0 0.32 185.21 2841-075-037 S F V 1.0 0.32 185.21 2841-075-038 S F V 1.0 0.32 185.21 2841-075-039 S F V 1.0 0.32 185.21 2841-075-040 S F V 1.0 0.32 185.21 2841-075-041 S F V 1.0 0.32 185.21 2841-075-042 S F V 1.0 0.32 185.21 2841-075-043 S F V 1.0 0.32 185.21 2841-075-044 S F V 1.0 0.32 185.21 2841-075-045 S F V 1.0 0.32 185.21 2841-075-046 S F V 1.0 0.32 185.21 2841-075-047 S F V 1.0 0.32 185.21 2841-075-048 S F V 1.0 0.32 185.21 2841-075-049 S F V 1.0 0.32 185.21 Willdan Financial Services Page 5 of 8 City of Santa Clarita Open Space Maintenance District (Golden Valley Ranch) Fiscal Year 2021/22 Assessment Roll 2841-075-050 S F V 1.0 0.32 185.21 2841-075-051 S F V 1.0 0.32 185.21 2841-075-052 S F V 1.0 0.32 185.21 2841-075-053 S F V 1.0 0.32 185.21 2841-075-054 S F V 1.0 0.32 185.21 2841-075-055 S F V 1.0 0.32 185.21 2841-075-056 S F V 1.0 0.32 185.21 2841-076-001 S F V 1.0 0.32 185.21 2841-076-002 S F V 1.0 0.32 185.21 2841-076-003 S F V 1.0 0.32 185.21 2841-076-004 S F V 1.0 0.32 185.21 2841-076-005 S F V 1.0 0.32 185.21 2841-076-006 S F V 1.0 0.32 185.21 2841-076-007 S F V 1.0 0.32 185.21 2841-076-008 S F V 1.0 0.32 185.21 2841-076-009 S F V 1.0 0.32 185.21 2841-076-010 S F V 1.0 0.32 185.21 2841-076-011 S F V 1.0 0.32 185.21 2841-076-012 S F V 1.0 0.32 185.21 2841-076-013 S F V 1.0 0.32 185.21 2841-076-014 S F V 1.0 0.32 185.21 2841-076-015 S F V 1.0 0.32 185.21 2841-076-016 S F V 1.0 0.32 185.21 2841-076-017 S F V 1.0 0.32 185.21 2841-076-018 S F V 1.0 0.32 185.21 2841-076-019 S F V 1.0 0.32 185.21 2841-076-020 S F V 1.0 0.32 185.21 2841-076-021 S F V 1.0 0.32 185.21 2841-076-022 S F V 1.0 0.32 185.21 2841-076-023 S F V 1.0 0.32 185.21 2841-076-024 S F V 1.0 0.32 185.21 2841-076-025 S F V 1.0 0.32 185.21 2841-076-027 S F V 1.0 0.32 185.21 2841-076-028 S F V 1.0 0.32 185.21 2841-076-029 S F V 1.0 0.32 185.21 2841-076-030 S F V 1.0 0.32 185.21 2841-076-031 S F V 1.0 0.32 185.21 2841-076-032 S F V 1.0 0.32 185.21 2841-076-033 S F V 1.0 0.32 185.21 2841-076-034 S F V 1.0 0.32 185.21 2841-076-035 S F V 1.0 0.32 185.21 2841-076-036 S F V 1.0 0.32 185.21 2841-076-037 S F V 1.0 0.32 185.21 2841-076-038 S F V 1.0 0.32 185.21 2841-076-039 S F V 1.0 0.32 185.21 2841-076-040 S F V 1.0 0.32 185.21 2841-076-041 S F V 1.0 0.32 185.21 2841-076-042 S F V 1.0 0.32 185.21 2841-076-043 S F V 1.0 0.32 185.21 2841-076-044 S F V 1.0 0.32 185.21 2841-076-045 S F V 1.0 0.32 185.21 2841-076-046 S F V 1.0 0.32 185.21 2841-076-047 S F V 1.0 0.32 185.21 2841-076-048 S F V 1.0 0.32 185.21 2841-077-014 CNDO 1.0 0.13 73.55 2841-077-015 CNDO 1.0 0.13 73.55 2841-077-016 CNDO 1.0 0.13 73.55 2841-077-017 CNDO 1.0 0.13 73.55 2841-077-018 CNDO 1.0 0.13 73.55 2841-077-019 CNDO 1.0 0.13 73.55 2841-077-020 CNDO 1.0 0.13 73.55 2841-077-021 CNDO 1.0 0.13 73.55 2841-077-022 CNDO 1.0 0.13 73.55 2841-077-023 CNDO 1.0 0.13 73.55 2841-077-024 CNDO 1.0 0.13 73.55 Willdan Financial Services Page 6 of 8 City of Santa Clarita Open Space Maintenance District (Golden Valley Ranch) Fiscal Year 2021/22 Assessment Roll 2841-077-025 CNDO 1.0 0.13 73.55 2841-077-026 CNDO 1.0 0.13 73.55 2841-077-027 CNDO 1.0 0.13 73.55 2841-077-028 CNDO 1.0 0.13 73.55 2841-077-029 CNDO 1.0 0.13 73.55 2841-077-030 CNDO 1.0 0.13 73.55 2841-077-031 CNDO 1.0 0.13 73.55 2841-077-032 CNDO 1.0 0.13 73.55 2841-077-033 CNDO 1.0 0.13 73.55 2841-077-034 CNDO 1.0 0.13 73.55 2841-077-035 CNDO 1.0 0.13 73.55 2841-077-036 CNDO 1.0 0.13 73.55 2841-077-037 CNDO 1.0 0.13 73.55 2841-077-038 CNDO 1.0 0.13 73.55 2841-077-040 CNDO 1.0 0.13 73.55 2841-077-041 CNDO 1.0 0.13 73.55 2841-077-042 CNDO 1.0 0.13 73.55 2841-077-043 CNDO 1.0 0.13 73.55 2841-077-044 CNDO 1.0 0.13 73.55 2841-077-045 CNDO 1.0 0.13 73.55 2841-077-046 CNDO 1.0 0.13 73.55 2841-077-047 CNDO 1.0 0.13 73.55 2841-077-048 CNDO 1.0 0.13 73.55 2841-077-050 CNDO 1.0 0.13 73.55 2841-077-051 CNDO 1.0 0.13 73.55 2841-077-052 CNDO 1.0 0.13 73.55 2841-077-053 CNDO 1.0 0.13 73.55 2841-077-054 CNDO 1.0 0.13 73.55 2841-077-055 CNDO 1.0 0.13 73.55 2841-077-056 CNDO 1.0 0.13 73.55 2841-077-057 CNDO 1.0 0.13 73.55 2841-077-058 CNDO 1.0 0.13 73.55 2841-077-059 CNDO 1.0 0.13 73.55 2841-077-060 CNDO 1.0 0.13 73.55 2841-077-061 CNDO 1.0 0.13 73.55 2841-077-062 CNDO 1.0 0.13 73.55 2841-077-063 CNDO 1.0 0.13 73.55 2841-077-064 CNDO 1.0 0.13 73.55 2841-077-065 CNDO 1.0 0.13 73.55 2841-077-066 CNDO 1.0 0.13 73.55 2841-077-067 CNDO 1.0 0.13 73.55 2841-077-068 CNDO 1.0 0.13 73.55 2841-077-069 CNDO 1.0 0.13 73.55 2841-077-070 CNDO 1.0 0.13 73.55 2841-077-071 CNDO 1.0 0.13 73.55 2841-077-072 CNDO 1.0 0.13 73.55 2841-077-073 CNDO 1.0 0.13 73.55 2841-077-074 CNDO 1.0 0.13 73.55 2841-077-075 CNDO 1.0 0.13 73.55 2841-077-076 CNDO 1.0 0.13 73.55 2841-077-077 CNDO 1.0 0.13 73.55 2841-077-078 CNDO 1.0 0.13 73.55 2841-077-079 CNDO 1.0 0.13 73.55 2841-077-080 CNDO 1.0 0.13 73.55 2841-077-081 CNDO 1.0 0.13 73.55 2841-077-082 CNDO 1.0 0.13 73.55 2841-077-083 CNDO 1.0 0.13 73.55 2841-077-084 CNDO 1.0 0.13 73.55 2841-077-085 CNDO 1.0 0.13 73.55 2841-077-086 CNDO 1.0 0.13 73.55 2841-077-087 CNDO 1.0 0.13 73.55 2841-077-089 CNDO 1.0 0.13 73.55 2841-077-090 CNDO 1.0 0.13 73.55 2841-077-091 CNDO 1.0 0.13 73.55 2841-077-092 CNDO 1.0 0.13 73.55 Willdan Financial Services Page 7 of 8 City of Santa Clarita Open Space Maintenance District (Golden Valley Ranch) Fiscal Year 2021/22 Assessment Roll 2841-077-093 CNDO 1.0 0.13 73.55 2841-077-094 CNDO 1.0 0.13 73.55 2841-077-095 CNDO 1.0 0.13 73.55 2841-077-096 CNDO 1.0 0.13 73.55 2841-077-097 CNDO 1.0 0.13 73.55 2841-077-098 CNDO 1.0 0.13 73.55 2841-077-099 CNDO 1.0 0.13 73.55 2841-077-100 CNDO 1.0 0.13 73.55 2841-077-101 CNDO 1.0 0.13 73.55 2841-077-102 CNDO 1.0 0.13 73.55 2841-077-103 CNDO 1.0 0.13 73.55 2841-077-104 CNDO 1.0 0.13 73.55 2841-077-105 CNDO 1.0 0.13 73.55 2841-077-106 CNDO 1.0 0.13 73.55 2841-077-107 CNDO 1.0 0.13 73.55 2841-077-108 CNDO 1.0 0.13 73.55 2841-077-109 CNDO 1.0 0.13 73.55 2841-077-110 CNDO 1.0 0.13 73.55 2841-077-111 CNDO 1.0 0.13 73.55 2848-038-001 S F V 1.0 0.32 185.21 2848-038-002 S F V 1.0 0.32 185.21 2848-038-003 S F V 1.0 0.32 185.21 2848-038-004 S F V 1.0 0.32 185.21 2848-038-005 S F V 1.0 0.32 185.21 2848-038-006 S F V 1.0 0.32 185.21 2848-038-007 S F V 1.0 0.32 185.21 2848-038-008 S F V 1.0 0.32 185.21 2848-038-009 S F V 1.0 0.32 185.21 2848-038-010 S F V 1.0 0.32 185.21 2848-038-011 S F V 1.0 0.32 185.21 2848-038-012 S F V 1.0 0.32 185.21 2848-038-013 S F V 1.0 0.32 185.21 2848-038-014 S F V 1.0 0.32 185.21 2848-038-015 S F V 1.0 0.32 185.21 2848-038-016 S F V 1.0 0.32 185.21 2848-038-021 S F V 1.0 0.32 185.21 2848-038-022 S F V 1.0 0.32 185.21 2848-038-023 S F V 1.0 0.32 185.21 2848-038-024 S F V 1.0 0.32 185.21 2848-038-031 S F V 1.0 0.32 185.21 2848-038-032 S F V 1.0 0.32 185.21 2848-038-033 S F V 1.0 0.32 185.21 2848-038-034 S F V 1.0 0.32 185.21 Total 498.00 142.05 81,626.88 Parcel Count 498 Willdan Financial Services Page 8 of 8 W I LLDAN VI. 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 2021/2022 Page 9 Yy WILLDAN 0 • Fiscal Year Open Space Maintenance District (Golden Valley Ranch) Engineer's Report 2021/2022 Page 10 W WILLDAN w F-32 01 �I Fiscal Year Open Space Maintenance District (Golden Valley Ranch) Engineer's Report 2021/2022 Page11 CITY OF SANTA CLARITA TOURISM MARKETING DISTRICT (TMD) 2020 - 2021 Annual Report 2021- 2022 Initiatives and Budget Tourism Marketing District Overview BACKGROUND The Santa Clarita Tourism Marketing District (TMD) was formed in May 2010 in accordance with the Parking and Business Improvement Area Law of 1989, Part 6 of Division 18 of the California Streets and Highways Code (1989 Law) and the provisions of the California Constitution Article XIIID (Proposition 218). The TMD allows assessed lodging businesses within the City of Santa Clarita (City) to support efforts to increase tourism in the City, which in turn increases hotel room night stays and, therefore, increases Transient Occupancy Tax (TOT) revenue back to the City. Lodging businesses are assessed a 2 percent fee on each room night. The TMD uses these dollars to fund programs, services, and special events that will deliver incremental new room night sales to its assessed members. The TMD works to create strong, measurable results in bringing more visitors to Santa Clarita. 2020-21 ADVISORY BOARD The Advisory Board consists of one specified representative from each of the participating hotels within the Hotel Tourism Marketing Benefit Zone and two City representatives selected by the City Manager. The following lists the entities currently represented on the Advisory Board: Best Western - Liz Vargas, General Manager Courtyard by Marriott - Alissa Elhelou, General Manager Embassy Suites - Billy Dye, General Manager Holiday Inn Express - Karina Winkler, General Manager Homewood Suites I Hampton Inn - Lawrence Barr, General Manager (opening in 2021) Hotel Lexen - Art Bhakta, Manager Hyatt Regency - Tom Clearwater, General Manager SpringHill Suites I Residence Inn - Shannon Hillygus, General Manager (opening in 2021) City of Santa Clarita -Jason Crawford, Economic Development, Marketing & Planning Manager City of Santa Clarita - Evan Thomason, Economic Development Associate ANNUAL REPORT This report provides a recap and overall description of the proposed activities to be funded by the assessments, the estimated annual budget of expenses, and estimated revenues for Fiscal Year 2021-22 (commencing July 1, 2021, and ending June 30, 2022). Summary of Services & Activities The TMD funds various services and activities which bring special benefit to the TMD hotels. These services include, but are not limited to: • Promotion of the 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 the 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 program • Attendance at key meeting and event producer trade shows Assessment fees are dedicated to securing visitors and room nights through marketing programs, projects, and activities including: marketing promotion, advertising, public relations, visitor services, market research, partnership marketing, and special events promotion. Programs and Services for Fiscal Year 2020-21 In response to the COVID-19 pandemic, the TMD paused the annual paid digital advertising campaign and focused on owned media that was used to boost internet visibility. The campaign features new website pages that focus on the latest restaurant takeout/delivery services and current outdoor activities. Programs and advertising opportunities implemented during ■ Fiscal Year 2020-21 included: • A local and regional tourism advertising campaign ran for 2.5 months that encouraged residents to ,+r explore their own city. The regional campaign was -' aimed at attracting visitors from the drive market. (A more robust campaign usually runs spring through • Virtually attended business development conferences and tradeshows to attract tourism, meeting, and sporting events including: California Society of Association Executives Seasonal Spectacular, TEAMS, Discover Los Angeles Market Outlook Forum, and Visit California Outlook Forum. • Worked with Metrolink to film content in Old Town Newhall for their Explore Southern California advertising campaign. Ar Old Town Newhall and several area businesses, including L Brewery Draconum and Egg I Plantation, were added to their destinations landing page..d 10 'r= - Metrolink also promoted the '' """`a area through their Instagram-=-4-L stories, which has over 24,000 followers. Sponsored three at-home beer festivals that were live -streamed and featured local breweries: Pocock, Brewery Draconum, Telco, and Wolf Creek. As the presenting sponsor, the Visit Santa Clarita logo was placed on all emailed communications and advertisements. A Santa Clarita segment included: Top 5 Things to Do in Santa Clarita, area hotel information, and a Santa Clarita swag bag giveaway (Visit Santa Clarita-branded shopping and lunch totes, pens, etc.) Sports Tourism From amateur events to regional and national championships, Santa Clarita is a premier sporting destination. Sports Tourism is the fastest growing sector in the global travel industry and the TMD has funding available to bring more sporting events to town. Some of the events that Santa Clarita 'r has pursued as a direct result of the established district include: ,. • Southern California Community College Cross Country Championship • Hollywood Curling Summer Blockbuster Bonspiel • Flag Football World Championship Tour -� • Los Angeles Spartan Race • Amgen Tour of California - - • CA Youth Chess League Scholastic Championship TEAMS '20 Conference Staff attended the virtual TEAMS'20 conference and met 1:1 with 40 sports event planners. The conference yielded leads to several events including softball, spikeball, 0 •,n lacrosse, rugby, skateboarding, and artistic swimming, as well as events that can be held at The Cube Ice and Entertainment Center (hockey, curling, wrestling). One of the meetings from TEAMS'20 led to a FAM (familiarization) tour which tourism staff coordinated for ISPS (International Slow Pitch Softball), an organization whose teams play all over the world. The organization directors flew from Miami, stayed in a TMD hotel, met with Tourism, Reservations, and Parks staff, and were given a tour of Santa Clarita with a focus on area hotels and the softball fields at Central Park. The FAM trip resulted in a homerun derby at Central Park. The directors called Central Park "magnificent" and said they are ready and looking forward to bringing tournaments to Santa Clarita as soon as restrictions allow. The Cube Ice and Entertainment Center Tourism staff was involved in the research leading up to the acquisition of the ice rink, and worked alongside other City staff to get the Cube reopened under City ownership. TMD hotel general managers and sales staff are looking forward to the return of tournaments and special events to the facility which will bring overnight stays to their properties. It is envisioned that, in time, ice coverings will be used temporarily to take advantage of the large space to host non -ice related sports tournaments and events. Tourism staff will work with The Cube's general manager and staff to attract events that will benefit the facility, as well as the local TMD hotels. Transient Occupancy Tax 2002 - 2019 In the City of Santa Clarita, the Transient Occupancy Tax (TOT) is 10 percent, paid by each hotel room occupant (transient) to the operator of the lodging establishment. The revenues from the TOT go to the City's General Fund. In calendar year 2020, $1,803,816.88 was generated. $4,500,000.00 $4,000,000.00 $3,500,000.00 $3,000,000.00 $2,500,000.00 $2,000,000.00 $1,500,000.00 $1,000,000.00 $500,000.00 Transient Occupancy Tax 2002-2020 in 11 in 0191MOiICINiI9Z19INi]F11103$1403MOO [y�i1I.T►11i31: 193v*093E: O]RJOINi] SANTA CLARITA LODGING PERFORMANCE FROM 1/2021 STR REPORT (City of Santa Clarita+) Average Occupancy 59.4% 51.1% Average Daily Rate (ADR) $105.42 $146.97 Average Revenue Per $114.76 $53.82 Available Room (RevPar) While 2020 lodging performance began strong and on par with previous years, the COVID-19 pandemic significantly shook the lodging industry and diminished occupancy rates. However, as restrictions are lifting and travel interest building, hotels in the City are faring better than the Los Angeles region and State of California as a whole. As a comparison to the 2021 numbers above, occupancy in the U.S. was 47.5%, in California 49.4% and Los Angeles 51.4%. ADR in the U.S. was $97.70, in California $112.40 and Los Angeles $118. L Advertising TMD dollars successfully launched comprehensive multi -media advertising campaigns, inclusive of print, digital ad networks, and social media outlets, to attract visitors during the off-season (September thru March). Marketing efforts focused on existing feeder markets within a 400- mile radius of Santa Clarita. 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, 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 • Highlight the primary differentiating factors that Santa Clarita offers to leisure travelers (geography/proximity, value, experiences unique to the region) • Target the drive -market audience with engaging advertising that directs users to the content published on VisitSantaClarita.com (thrills, outdoor adventure, family fun, and entertainment) • Focus media plan on conversions through digital channels, including display, mobile, video, email, and social units • Geo-target plan, with heavy emphasis on top -performing California markets • Deliver ads to contextually relevant placements through pre -determined content categories: family fun, outdoor adventure, entertainment, and thrills • Target known audience in the market for Los Angeles -area travel • Drive social interaction through use of sweepstakes 2020 leisure Campaign Results DIGITAL DISPLAY (8/24/20-10/31/20) 3,557,080 impressions (Local) 3,966,282 (Regional) Sri �cx-rewxr ro ua. r� UVE C91L DINE �. -LOCAL +' n S&nt& cP, _"IT - Social Media Channels Ka FACEBOOK TWITTER INSTAGRAM 31,628 followers 4,533 followers 5,051 followers 0i L 0 0 E? FY 2021-22 Initiatives In September 2020, the Hotel Lexen opened in Old Town Newhall, adding 42 rooms to the area's inventory. In April 2021, the existing Holiday Inn Express was rebranded as a Best Western Plus and a new Holiday Inn Express opened, adding 110 rooms. During the 2021-22 fiscal year, it is anticipated that four additional hotels, which have been under construction for the past couple of years, will open their doors, adding 382 more rooms and bringing on new TMD advisory board members. The soon -to -open hotels are: • Springhill Suites I Residence Inn (27413 Wayne Mills Place) 196 rooms • Homewood Suites I Hampton Inn (28700 Newhall Ranch Road) 186 rooms In light of the COVID-19 pandemic and resulting devastating effects on the hospitality industry, TMD objectives focus on using every resource possible for recovery, as travel restrictions ease and attractions, restaurants, and events welcome visitors again. According to Tourism Economics, cities (like Santa Clarita) that do not have a high dependency on long -haul international visitors are in a position to recover faster. Domestic travel will be equally important to the recovery of city tourism. Shifting travel restrictions and social distancing measures will be considered, but ultimately the TMD will focus on the following: Business -Driven Sales & Advertising • Focus marketing efforts directed at drive and feeder markets • Continue efforts on conversions through digital channels, including display, mobile, video, email, and social units including geo-targets • Continue to create engaging and informative online assets to attract new customers • Create incentives to attract meeting professionals and increase bookings • Seek trade shows that provide the most opportunity for convention/meeting lead generation Destination & Partnership Development • Expand cooperative marketing initiatives and partnership opportunities • Support public relations initiatives to drive visitation and economic development • Event attraction The TMD regularly supports large-scale sporting and other events, including concerts and meetings. These events not only provide a positive economic impact to the City, but have made Santa Clarita known as a city that produces quality regional events with strategic partnerships. The TMD will work on bringing back and growing annual events and developing new tournaments, including those that can be accommodated at The Cube. Although there were no significant events held in 2020, events held in 2019 brought in over 5,955 room nights to the Santa Clarita TMD Hotels. The TMD will strive to reach those numbers in the coming years. FY 2021-22 BUDGET • • • • Part -Time Staff Operations & Maintenance • • • Membership & Dues Printing Special Supplies Contractual Services Professional Services Advertising Graphic Design Services Travel & Training Auto Allowance & Mileage $26,607 $5, 610 $5,000 $1,000 $90,000 $145,000 $194,505 $11,600 $7,500 $200 $460,415 $407,164 $639,073 $569,269 $476,967 10