HomeMy WebLinkAbout2021-12-14 - AGENDA REPORTS - SD ENGR SERVICESO
Agenda Item: 7
1. CITY OF SANTA CLARITA
AGENDA REPORT
CONSENT CALENDAR
CITY MANAGER APPROVAL: 1
DATE: December 14, 2021
SUBJECT: AWARD CONTRACT FOR ASSESSMENT ENGINEERING
SERVICES
DEPARTMENT: Neighborhood Services
PRESENTER: Kevin Tonoian
RECOMMENDED ACTION
City Council:
Award a one-year contract to Willdan Financial Services in an annual amount not to exceed
$125,000, to provide as -needed assessment engineering services, including administration of
the Annual Levy of Special Districts.
2. Authorize the City Manager or designee to execute all contracts and associated documents, or
modify the award in the event that issues of impossibility of performance arise, subject to
City Attorney approval.
3. Authorize the City Manager or designee to execute up to four additional one-year renewal
options beginning in year two, not to exceed the annual contract amount, contingent upon the
appropriation of funds in subsequent budget years by the City Council.
BACKGROUND
The City of Santa Clarita (City) utilizes assessment engineering consulting services in the
management of Special Assessment Districts created under provisions of the Landscape and
Lighting Act of 1972, the Benefit Assessment Act of 1982, and Articles XIIIC and XIIID as
authorized by Proposition 218.
Service sought by the City includes the preparation of reports necessary to levy special
assessments on annual Los Angeles County Assessor Property Tax Rolls and the creation of
new, or modification of, existing special districts.
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The City administers six Special Assessment Districts and one Stormwater Fee District
encompassing the following:
• The Landscape Maintenance District (LMD) consists of 61 financially independent
zones.
• The Streetlight Maintenance District (SMD) was established to collect funds to cover the
expenses for energy and maintenance of streetlights in the City.
• The Drainage Benefit Assessment Areas (DBAA) are located throughout the City and
were established to fund the maintenance of various drainage improvements.
• The Vista Canyon Water Stand-by District supports operations and capital replacement
costs associated with the future Recycled Water Facility.
• The Open Space Preservation District was established to provide funds to acquire,
preserve, improve, and maintain parks, parkland, and open space within and around the
perimeter of the City.
• The Golden Valley Ranch Open Space Maintenance District was formed as a condition
of the approval of the Golden Valley Ranch development and funds the maintenance of
approximately 920 acres of natural, undeveloped space.
• The Santa Clarita Stormwater Pollution Prevention Fee is levied per Chapter 15.50 of the
Santa Clarita Municipal Code and the California Health and Safety Code Section 5471.
To secure professional services to prepare Assessment Engineering Reports in support of the
Annual Levy of the City's Special Districts, the City published Request for Proposals (RFP)
LMD 21-22-11 on October 12, 2021. The solicitation was transmitted to 634 vendors. Six
companies downloaded the RFP, with two firms providing proposals for consideration.
An evaluation panel reviewed and scored the proposals using the following criteria:
Experience providing comparable services to public agencies
Personnel expertise
Thoroughness of the proposal
RFP
Company
Location
RFP Points
Proposal 1
Willdan Financial Services
Temecula, CA
96.66
Proposal 2
SCI Consulting Group
Fairfield, CA
73.34
In the course of their evaluation, the panel rated the proposal by Willdan Financial Services
(Willdan) as superior. Specifically, the panel determined Willdan's technical expertise, the
composition of their team, and their experience preparing assessment engineering reports for the
City and comparable public agencies aligned with the City's operational needs.
Willdan has 33 years of experience providing special district administration services. In addition
to managing the City's annual levy for the last 12 years, Willdan's public client agencies include
Los Angeles County, the cities of Irvine and Ventura, and the Metropolitan Water District of
Southern California.
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Staff has completed a due diligence review of Willdan's professional references and determined
their work meets the City's standards and performance expectations. Staff recommends award of
contract to Willdan Financial Services in an amount not to exceed $125,000 for managing the
City's annual levy process and for recurring as -needed assessment engineering services.
ALTERNATIVE ACTION
Other action as determined by the City Council.
FISCAL IMPACT
There is no impact to the General Fund. Sufficient funds were appropriated as part of the Fiscal
Year 2021-22 annual budget process.
ATTACHMENTS
Willdan Proposal LMD-21-22-11 (available in the City Clerk's Reading File)
RFP LMD-21-22-11 (available in the City Clerk's Reading File)
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City of Santa Clarita
Proposal
Professional Assessment Engineering Services
-Creation, Modification and Preparation of
Annual Levy of Special Districts
November 5, 2021
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VVIWILLDAN
FINANCIAL SERVICES
November 5, 2021
Mr. Jonathan Cosh
Buyer
City of Santa Clarita
23920 Valencia Boulevard
Santa Clarita, California 91355
Electronic Submission Via BidNet
Re: Technical Proposal to Provide Professional Assessment Engineering Services for the Creation,
Modification and Preparation of Annual Levy of Special Districts for the City of Santa Clarita
Dear Mr. Cosh:
For fiscal year 2021/2022, the City of Santa Clarita ("City") levied over $34 million to approximately 83 special
districts/zones of benefit. This special district revenue will be used to fund the maintenance of various
improvements, landscaped facilities and streetlights; energy costs; the acquisition, preservation, improvement
and maintenance of parks and open space; and prevention of stormwater pollution, to name a few. For over ten
years, Willdan Financial Services ("Willdan") has assisted the City with the annual administration of these special
districts, as well as district formation and annexation services.
Willdan possesses the depth of staffing resources and advanced technology necessary to effectively execute the
associated volume of work, on time and within budget, with a focus on responsive service to City staff. We are
the best partner to continue to assist the City with these important services for the reasons detailed below.
Depth of Administration Experience — Willdan's DAS group provides professional consulting services to over
200 agencies located in 10 states within 83 counties, generating over $905 million in levies on more than
8.1 million parcels for fiscal year 2021/2022. As a result, our staff possesses a high-level understanding of the
special issues and challenges local government agencies face. This in-depth understanding allows us to assist
our clients by producing "custom tailored" solutions to overcome challenges pertinent to their community; thus,
allowing us to bring an unmatched level of effectiveness and responsiveness to this engagement.
Proposition 218 Defensibility— Since the passage of Proposition 218 in November of 1996, greater focus has
been placed on assessment methodologies, determination of benefit, and corresponding assessments. Willdan
has prepared hundreds of levy reports implementing various assessment methodologies tailored to the specific
attributes of the district. As such, we understand our clients' concerns with respect to the legality of assessments
and have years of unmatched experience in developing and implementing appropriate assessment strategies.
We are fortunate to be in a position in which our knowledge will provide a tremendous benefit to the City.
Intimate Knowledge of the City of Santa Clarita — Since 2010 Willdan has provided special district
administration, formation and annexation services to the City. Our staff possesses unmatched firsthand
knowledge of mechanisms specific to the City, such as the consolidation of the Landscape Maintenance
Districts/Zones levy submittal to the County of Los Angeles, in order to free up Fund Numbers for the City to use
on new districts while still having the capability to track these Districts/Zones as separate entities in our proprietary
software system. This practice allows Willdan to provide a separate reporting for these areas without data
manipulation. We will continue to leverage our knowledge of your operations and key staff to facilitate and
expedite the requested services. The longevity of our relationship with the City will allow Willdan to conduct this
engagement in a cost-effective and efficient manner. Continuing this partnership also allows City staff to focus its
time on direct city operations, rather than training consultants on the nuances of your special districts.
Tenured Core Team — Willdan understands that consistency of staff designated as "key" to a project is vital. Our
approach to each project involves bringing together a committed core team to be responsive to our clients' needs
to form a cohesive and flexible unit. For that reason, we have assembled the same City of Santa Clarita tenured team
consisting of Senior Project Manager Stacee Reynolds, Project Manager Daniel Louie, Program Manager Pauline
Nguyen, Principal Consultant Jim McGuire and Assessment Engineer Tyrone Peter, PE. These individuals,
possessing over 90 years of experience combined, will continue to provide a depth of experience and stability
necessary to successfully fulfill the City's desired work performance.
951.587.3500 1 800.755M64 1 fax: 951.587.3510 1 27368 Via Industria, Suite 200, Temecula, California 92590-4856 1 www.wilidan.com
Mr. Cosh, City of Santa Clarita
Technical Proposal to Provide Professional Assessment Engineering Services for the Creation, Modification and Preparation of
Annual Levy of Special Districts
November 5, 2021
Page ii
To satisfy the instructions outlined within the City's Request for Proposals (# LMD-21-22-11), the table below contains
the requested firm contact information.
27368 Via Industria, Suite 200, Temecula, CA 92590
Tel #: (800) 755-6864 / (951) 587-3500
Fax #: (888) 326-6864 / (951) 587-3510
www.willdan.com
I am confident that the attached proposal clearly demonstrates that Willdan and our assigned staff members have the
exact core competencies, depth of resources, experience, and capabilities required to conduct the City's engagement,
with the highest level of professionalism. If you wish to discuss any aspect of this proposal, please contact Ms. Reynolds
at (951) 551-2814 or via email at sreynoldsawilldan.com.
As a Willdan Financial Services' Vice President, I am authorized to represent and contractually bind the firm. We look
forward to hearing from you.
Sincerely,
WILLDAN FINANCIAL SERVICES
Gladys Medina
Vice President, Group Director
COMPREHENSIVE. INNOVATIVE. TRUSTED. AkW
Table of Contents
1. INTRODUCTION.......................................................................................................................................................1
ProjectUnderstanding.....................................................................................................................................................1
Similar Project Experience — Willdan and Personnel......................................................................................................1
2. BACKGROUND.........................................................................................................................................................2
a) Firm's Major Focus..............................................................................................................................................2
b) Ownership Structure............................................................................................................................................2
c) Firm Experience...................................................................................................................................................3
d) Assessment District Management Innovations...................................................................................................5
e) Fiscal Year 2020/2021 Levy Statistics.................................................................................................................7
0 District Annexation Experience............................................................................................................................8
g) Project Approach and Timeline...........................................................................................................................8
h) Client References..............................................................................................................................................11
i) Los Angeles County Client Agencies................................................................................................................13
j) Scope of Services..............................................................................................................................................13
3. PERSONNEL............................................................................................................................................................14
DanielLouie...................................................................................................................................................................15
StaceeReynolds............................................................................................................................................................16
PaulineNguyen.............................................................................................................................................................17
JimMcGuire...................................................................................................................................................................18
TyronePeter, PE...........................................................................................................................................................19
4. TASKS.........................................................................................................................................................................20
Annual Administration Services.....................................................................................................................................20
AnnexationServices......................................................................................................................................................22
5. SUBCONTRACTORS............................................................................................................................................28
6. CITY RESOURCES.................................................................................................................................................28
7. CONFLICT OF INTEREST...................................................................................................................................28
8. ADDITIONAL DATA.............................................................................................................................................29
Property Owner Service Representatives.....................................................................................................................29
Exceptionsof the City's RFP.........................................................................................................................................30
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1. Introduction
Project Understanding
Willdan Financial Services ("Willdan") understands that the City of Santa Clarita ("City") wishes to retain a consulting
firm to manage the annual levy, as well as special district formations and annexations (both City and developer
driven) of multiple special districts throughout the City. This assignment will include, but is not limited to, the following
administrative tasks: notifications, annual budgets, Engineer's Reports, annexations, Proposition 218 noticing and
balloting, and responding to citizen inquiries specific to property tax bills.
At present, Willdan's District Administration Services serves as the City's administrator, overseeing the annual
administration of the following:
■ 61 Landscape Maintenance Zones
■ 15 Drainage Area Assessment Districts
■ 2 Open Space Maintenance Districts
■ 2 Streetlight Maintenance Districts
■ Community Facility District (CFD) 2002-1
(Valencia Town Center)
■ Stormwater Pollution Prevention Fee
■ Vista Canyon Water Standby District
These districts were formed for the purpose of financing the maintenance of existing or new improvements,
landscaped facilities and streetlights; energy costs; the acquisition, preservation, improvement and maintenance of
parks and open space; and prevention of stormwater pollution, to name a few. In addition, the City is also seeking
assessment engineering services pertaining to special district formations and/or annexations and the possible
increase of assessment rates (identified as maximum rate increase in Request for Proposal (RFP) # LMD-21-22-
11).
It is important to note that CFD 2002-1 is not mentioned within RFP # LMD-21-22-11, although the fee to administer
the district has been included within Willdan's Cost Proposal.
For over ten years Willdan served as the City's district administrator and our team possesses first-hand experience
working with City staff and understands the necessity for responsive, effective communication. Willdan's knowledge
of the interrelationship between the Districts, their Zones of Benefit, and the corresponding assessments is
unmatched. Furthermore, the project timeline provided within has been customized to the City's assessment districts
and created to coincide with the City's internal deadlines.
We understand that outsourcing these services is an important consideration for the City. Rest assured, our special
district administration and formation experience, coupled with our Proposition 218 knowledge is extensive. Willdan
is a service -oriented firm that delivers a quality product to public agencies and, ultimately, to the public. We
specialize in approaching an agency's needs with a thorough knowledge of the start to finish requirements of the
project at hand.
Similar Project Experience - Willdan and Personnel
For more than 30 years Willdan has kept pace with expanding local government authority to finance backbone
infrastructure and public facilities using an expanded array of land -secured financing. Our special district
formation experts Group Manager Chris Fisher and Principal Consultant Jim McGuire have benefited from
the experience of matching the appropriate financing district type to the needs of more than 100 agencies
in California. Mr. Fisher has participated in a CDIAC-sponsored working group of industry professionals who are
seeking ways to clarify assessment law and promulgate industry best practices for financing districts. Insight gained
through these types of efforts, in which Mr. McGuire has also participated, provides Willdan with a unique
perspective that other consulting firms cannot match. Few other firms have as broad based services specific to the
formation, annexation and re -engineering of 1972 Act Districts, Community Facilities Districts, Benefit Assessment
Districts, and Property -based Business Improvement Districts.
W'l LLL)RN Creation, Modification & Preparation of
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2. Background
a) Firm's Major Focus
Founded on June 24, 1988, Willdan Financial Services ("Willdan"), a California Corporation, is one of the largest
public sector economic and financial analysis consulting firms in the United States. Since that time, we have helped
over 800 public agencies successfully address a broad range of infrastructure challenges.
Willdan assists local public agencies by providing the following services:
■ Administration of special taxes, assessments,
standby charges and utility rates
■ Arbitrage rebate calculations
■ User fee studies
■ Cost allocation studies
■ Utility rate and cost of service studies
■ Economic development strategic plans
■ Development impact fee establishment and
analysis
■ Municipal advisory services
■ District formation services for assessment/local
improvement districts, Community Facilities
Districts, Landscaping and Lighting Districts, and
special taxes
■ Continuing disclosure reports preparation and
dissemination
■ Staff augmentation support
■ Tax increment finance district formation and
amendment
■ Debt issuance support
■ Long-term financial plans and cash flow modeling
Willdan's success is based on a corporate philosophy of personal service, and we provide continuous support
throughout the year. As you and your staff are aware we can always be reached should any questions or issues
arise. Our standardized procedures and reporting formats ensure consistency within the District Administration,
Federal Compliance and Financial Consulting groups and our "team approach" to servicing contracts means that if
your assigned analyst is unavailable someone else will contact you without delay.
Our staff of over 70 full-time employees supports our clients by conducting year-round workshops and on -site
training to assist them in keeping current with the latest developments in our areas of expertise.
b) Ownership Structure
Willdan Financial Services is an operating division within Willdan
Group, Inc. (WGI), which was founded in 1964 as an engineering
firm working with local governments. Today, WGI is a publicly
traded company (NASDAQ: WLDN). WGI, through its subsidiaries,
provides professional technical and consulting services that
ensure the quality, value, and security of our nation's
infrastructure, systems, facilities, and environment.
The firm has pursued two primary service objectives since its
inception — ensuring the success of its clients and enhancing its
surrounding communities. In doing so, Willdan has gained a
notable reputation for technical excellence, cost-effectiveness, and
client responsiveness in providing superior consulting services.
The company's service offerings span a broad set of
complementary disciplines that include municipal engineering, planning and staff augmentation; infrastructure and
transportation; energy efficiency, resiliency, and sustainability; and financial and economic consulting. Willdan has
crafted this set of integrated services so that, in the face of an evolving environment — whether economic, natural,
or built — Willdan can continue to extend the reach and resources of its clients.
Today, WGI has over 1,300 employees operating from offices in more than a dozen states.
*IW I LLL)RN Creation, Modification & Preparation of
Annual Levy of Special Districts
Financial Stability
To establish our financial stability the following information is being
provided.
WGI has sustained a healthy financial performance record due to the
outstanding performance of its subsidiaries and a strong, dependable
reputation in municipal consulting. A snapshot of WGI's financial
statistics are provided to the right demonstrating our financial position
and stability.
As a publicly traded company public financial information must be
provided as required by the SEC. Detailed financial statements and
annual reports are included on our webpage
(http://ir.willdangroup.com/).
c) Firm Experience
Financial Stability
■ In business for 57 years
■ Market capitalization of $503M
(as of end of 4th Quarter, 2020)
■ Fiscal 4th Quarter 2020 revenue
(6 months) of $50.8M
■ Fiscal Year 2020 revenue of
$391 M
■ $50 million Line of Credit with
the ability to increase up to
$60 million (as of end of 1st
Quarter, 2020)
■ $28.6M in cash and cash
equivalents (as of end of 2020)
Since our inception, Willdan has provided public agencies the benefit
of a comprehensive approach to special district consulting by including
district formation and administration; delinquency management; continuing disclosure; and arbitrage rebate in our
service offerings. This multi -service approach allows us to facilitate the flow of information between the different
service areas, which creates less of a draw on agency staff time and reduces costs for these services. It also
ensures that solutions and approaches provided in one area of work are consistent with overall policies and
objectives. For instance, we form special districts with specific features to allow for ease of administration, as well
as future annexations of new developments to the district. Finally, methodologies are created in a manner that
allows for consistent application of agency policies from project to project.
In view of our experience, Willdan is committed to:
■ Having highly qualified core staff actively involved in day-to-day operations;
■ Providing comprehensive and proactive customer service;
■ Interfacing in a friendly and helpful manner with an agency's governing body, staff, community organizations,
and the public in general; and
■ Staying current on legislation and legal proceedings involving assessments and other types of special districts,
particularly issues related to Propositions 26 and 218.
In utilizing our broad range of experience, amassed over 30 years from supervising and being consistently at the
forefront of innovative approaches to special district
formation and administration services within the State of DISTRICT ADMINISTRATION
California, our methods and approaches will support the LEVY STATISTICS
practical requirements of the City's assessment engineering
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Willdan's District Administration Services ("DAS") group
addresses the ongoing day-to-day activities associated with
the long-term collection of bonded and "pay-as-you-go"
special taxes, assessments, fees, utility rates, and standby
charges. These types of services demand accurate, timely,
and knowledgeable treatment of many details.
Subsequently, Willdan focuses on quality control and brings
the advantage of current technology and knowledge of
recent legislation to our clients. The graphic to the right
provides a snapshot of Willdan's district administration
experience for the prior fiscal year.
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Creation, Modification & Preparation of
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Unique (qualifications
Willdan has several unique qualifications that sets us apart from our competitors:
■ Our company was initially established to specifically offer annual district administration as a specialty service.
Since this time our company has evolved and our specialty services include, economic development, grant
administration, construction audits, staff augmentation, along with formations, annexations, re-engineerings,
reassessments and refundings. Our organizational structure and systems have been designed to meet the
needs of this niche market.
■ Our staff has 33 consecutive years (Over 55 years for WGI overall) of providing engineering and consulting
services related to special districts.
■ Ample Resources — an extensive staff of over 30 individuals devoted to annual administration of special
districts, including levy submittal, delinquency management, continuing disclosure, and property owner
inquiries generated by such services. Our in-house staff performs district formation and administration,
continuing disclosure, arbitrage rebate, apportionment, and delinquency management services.
■ A focus on customer service, expressly on acting as an extension of agency staff.
■ MuniMagic+ — specifically designed for district administration — is the database tool our project team utilizes
to process levies, automate delinquency management, and to serve as a central source to address property
owner and interested parties' inquiries. New functionality allows for the documentation of phone call activity.
■ In-house licensed engineers to generate Engineer's Reports and related documents.
■ Internet Access (optional) — access to special district information is available to clients for whom Willdan
administers district data.
■ Geographical Information Systems — ability to access in-house, state-of-the-art GIS services, which is
utilized for parcel/boundary audits, development of acreage information, and mapping/measuring
improvements
■ Money -saving Techniques — innovative, cost effective, and comprehensive ways to meet your district
formation and administration needs. Furthermore, we employ a variety of tools, including monitoring project
status, implementing money -saving techniques (e.g., merging travel for meetings with adjacent agencies;
employing technology [MuniMagic+] to enhance speed and accuracy; and utilizing administrative and support
staff to decrease time of higher priced management staff).
■ One -stop Shop — in addition to our administration services; financial consulting services are offered
consisting of cost -of -service studies, rate analysis, district formation, fiscal impact studies, and economic
analysis — all of which enhance our capabilities to serve public agencies.
Impact of Pecent Court uses
We are active members of the American Public Works Association (APWA), California
Society of Municipal Finance Officers (CSMFO), California Municipal Treasurers'
Association (CMTA), the League of California Cities (LOCC) associations, as well as an
industry professional group focused on special taxes and assessments. Willdan staff
regularly attends many of the seminars, conferences, and workshops held by these
professional groups, in order to stay on top of the many issues faced by local agencies.
In addition to these efforts, Willdan works closely with our legislative advocate, who
represents 50 clients before the California State Legislature and has played a major role
over the last 30 years in landmark legislation on behalf of our clients. They assist us with
proposed modifications to current legislation that would have a beneficial bearing on the
administrative and formation procedures for special assessments and taxes.
Willdan is also currently working with professional organizations in our industry to
address the refinement of legislation related to special district financing.
It is important to recognize that recent court cases have had a profound impact on how assessments are structured,
and these court cases must be carefully considered for the establishment of any new or increased assessment
being presented to property owners. Even a simple assessment for local improvements requires a more extensive
evaluation of general benefit and support of the special benefit findings than may have been necessary in the past.
The requirement of a "special" benefit finding, distinct from a "general" benefit identified in Proposition 218 and
VV . l LLDAN
Creation, Modification & Preparation of
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recent case law (California Supreme Court and Appellate Court findings since 2008 and other Apelet Court
decisions), have created a greater emphasis on separating and quantifying these benefits for all assessments,
particularly new and increased assessments. Since many assessment formulas might not withstand the heightened
scrutiny that is likely to result from these recent court cases, identifying and quantifying special and general benefits
has become a more essential part of an Engineer's Report. The clarity and documentation of benefit findings in the
Report is a critical factor for supporting annual special benefit assessments; and while some zones/districts may be
operating at a deficit under the current assessment formulation, a re -engineering of those assessments that is
consistent with these court decisions may in fact determine that the deficits, or at least a portion of those deficits,
are attributable to general benefit and cannot be recovered by the assessments. However, even if this is the case
identifying and quantifying those costs will strengthen the defensibility of the assessments proposed
Willdan has prepared hundreds of Engineer's Reports implementing various assessment methodologies tailored to
the specific attributes of the special district. Our firm possesses decades of unmatched experience in defending and
implementing levies. Most recently, Willdan conducted benefit analysis studies and assisted agencies with
implementation strategies related to identification of special versus general benefit assessment engineering for the
Cities of Chino Hills, Downey, Guadalupe, Lemoore, Paso Robles, Poway, and Yorba Linda.
Furthermore, our consultants have served on several industry working groups, and have spoken at seminars on the
subject of assessments and special/general benefit in light of recent court cases and legislation that have come
down over the past six to eight years. The working groups are focused on finding workable solutions and approaches
that provide a means for public agencies to continue utilizing assessments, while ensuring that they are defensible
and in compliance with the court decisions.
It is also important to note that Willdan Financial Services was the Engineer of Record for the Downtown
Pomona PBID. The Court supported our approach to the special benefit proportionality documented within
the report, as well as the allowance for discounts. Furthermore, an outcome from the Dahms v. Downtown
Pomona PBID case was clarification related to the procedural requirements of Proposition 218. The Court upheld
that the City can hold the Public Hearing on the 45th day after the mailing of Notice of Public Hearing.
d) Assessment District Management Innovations
To administer special districts accurately and efficiently on behalf of our clients, Willdan has
developed custom software program, known as MuniMagic+, and instituted a quality assurance
process. These innovations are discussed below in greater detail.
MuniMagic+ Software
Our staff originally created Willdan's Municipal Administration Government Information
Coordinator — MuniMagic+ — a custom software program to address the specific
requirements related to administering taxes, assessments, standby charges and fees more
" • than 19 years ago. This software was designed and tested by the same Willdan staff
11 M+/ responsible for handling annual special district tasks, ensuring that it is tuned to the specific
• needs connected with special district administration and reporting. In addition, the program
•e���i allows our clients to access parcel information through the Internet with a graphical menu -
driven format. With current changes in legislation and new programs focused on Property
Assessed Clean Energy (PACE), Willdan IT/Development staff developed an updated web -
based version of the original legacy system, which was rolled out in September 2018.
MuniMagic+ is our secure proprietary web -based data management application, which is hosted in the Cloud
utilizing Amazon Web Services (AWS) and contains data for more than 16 million parcels. The Web application
provides a rich user experience via any modem web browser and can scale under load and recover from geographic
disasters. Our data is stored securely and continuously backed up to the Cloud and, with the help of AWS managed
services, we experience near 100% system availability. The data within MuniMagic+ includes county assessor data,
and other supplementary data identifying parcel characteristics.
Willdan staff utilizes this tool to compute and quality check levies and has expanded our scope to provide agencies with
direct access to data contained in MuniMagic+ through our Internet Website at munimagic.com. This access allows
licensed agency staff to access parcel -related information, such as Assessor Parcel Number (APN), property owner,
situs and mailing addresses, assessment and tax amounts, and updated payment status.
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Our project managers and analysts are fully trained in the nuances of the software, and they are using its internal quality
control checklists and automated forms for greater efficiency.
Quality Assurance hroces
Willdan's standard administration practice includes an additional three levels
of review for our products and deliverables in which report presentation or
work product dissemination is scrutinized, levy data is updated from the most
recent county secured roll information, all parcel changes and potential rejects
are researched and reconciled, new APNs are identified, and the proposed
assessment/tax amounts are recalculated and resubmitted. As demonstrated
by the workflow chart, located to the right, the three supplementary levels that
Willdan staff performs for all work products primarily consist of:
■ Peer review,
■ Project manager review, and
■ Final quality assurance manager review.
Quality Assurance
Levels of Review
In addition, another key to our success is having a designated principal consultant responsible for implementing
quality control measures. Mr. Robert Quaid, a Certified Public Accountant, is instrumental in preparing quality control
checklists and sign -off mechanisms for each of our administration services. These quality control measures are
embedded in the latest evolution of MuniMagic+ and are a required element of the day-to-day analyst and project
management activities within the group.
The primary mission of our quality control plan is to provide staff with the technical and managerial expertise to
plan, organize, implement and control the overall quality effort, thereby ensuring the completion of a quality project
within the time and budget established. The goals of the Willdan quality assurance / quality control process team
are to:
■ Establish a set of planned and systematic actions for maintaining a high level of quality in the professional
services performed;
■ Establish a consistent and uniform approach to the services performed;
■ Ensure efficient use of resources;
■ Emphasize quality in every phase of work; and
■ Implement appropriate quality control measures for each work task of the project.
Willdan's DAS group has also established a Consulting Project Review Team to review the financial and written
documentation prepared in conjunction with special district formation, annexation, re -engineering, refunding and
benefit assessment analysis engagements. Each work product is reviewed by a project manager who was not
involved in the initial preparation of the deliverables. This independent reviewer will compare the documentation
against a checklist specifically developed for these types of projects.
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e) Fiscal Year 2020/2021 Levy Statistics
Metropolitan Water District of Southern California
30
3,888,678
Central Basin Municipal Water District
2
318,154
City of Santa Clarita
89
306,655
County of San Diego
71
265,436
Upper San Gabriel Metropolitan Water District
2
204,922
Coachella Valley Mosquito & Vector Control District
1
202,609
Calleguas Municipal Water District
1
192,169
Desert Recreation District
5
128,871
City of Irvine
77
124,981
San Joaquin Area Flood Control Agency
2
100,375
City of Murrieta
48
89,390
City of Palm Desert
42
85,785
City of Rocklin
12
81,214
Irvine Unified School District
1
79,519
West Contra Costa Healthcare District (Measures D & J)
1
78,600
City of Rancho Mirage
16
75,675
Ygrene PACE
78
73,151
Fremont Unified School District
1
66,891
City of Roseville
49
62,924
Tahoe Truckee Unified School District
1
62,075
Delta Diablo Sanitation District
3
59,309
City of Perris
35
56,213
City of Chino Hills
23
56,185
City of West Covina
6
55,262
City of Poway
14
49,417
City of Downey
4
46,279
Mission Springs Water District
14
42,075
City of Compton
2
41,147
City of Inglewood
5
40,396
City of Fresno
10
40,183
Bear Valley Community Healthcare District
1
40,164
County of San Diego - Parks and Recreation
9
36,582
Murrieta Fire
1
35,380
Nevada County Consolidated Fire District
2
34,648
Deer Springs Fire Protection District
1
32,910
Walnut Valley Water District
2
31,119
City of Ventura
21
29,662
Sutter Butte Flood Control Agency
1
28,344
City of La Quinta
1
27,958
Los Angeles County Public Works Department
29
26,013
�� LLDpII� Creation, Modification & Preparation of 7
Annual Levy of Special Districts
f) District Annexation Experience
Willdan has assisted with approximately 41 annexation projects in the last 12 months. Listed below are the agencies
that we have assisted.
City of Adelanto (2) — in progress City of Loma Linda City of Riverbank
City of Chico — in progress City of Madera City of Santa Clarita
City of Coachella — in progress City of McFarland (3) City of Tehachapi — in progress
City of Covina (3) City of Perris (14)
City of Fairfield (9) City of Reedley (3)
g) Project Approach and Timeline
Project Approach
Willdan views this project as a collaborative effort between the City and our team. Our broad range of professional
expertise, as well as our ten years of experience working with the City, makes Willdan uniquely equipped to help
address the following key project aspects:
■ Adherence to proposed timelines and effective communication with City staff;
■ Required database storage and management to correctly calculate levy amounts for County tax roll
submission;
■ The review, preparation, and presentation of required documents to City Council for approval;
■ The availability of experienced personnel to serve as an extension of City staff in resolving any requested
issues; and
■ The capacity to keep abreast of legislative changes for all services, especially those related to Proposition
218.
In order to address these items, our team will work with City staff to deliver our services in the following manner:
1. Meet with City staff to accurately identify specialized needs, requirements, establish timelines, communication
channels, project due dates and other project specifics. Our staff takes responsibility to facilitate this
communication, to provide written timelines, project deadlines, and to summarize meetings in writing.
Willdan's project goals include: functioning as an extension of your staff, utilizing our extensive experience to
help anticipate potential problems and pitfalls, and implementing procedures and policies both internally and
in coordinating with the City, as well as with other interested parties to help ensure accuracy, timeliness and
service.
Maintain computerized databases of all districts by utilizing our proprietary MuniMagic+ software. Willdan will
utilize our technological expertise to present the assessment/special tax information required by the City on
an Internet Website. Parcel data can be accessed 24/7 by the City through this menu driven format; thus
allowing a seamless delivery of quality and timely data to ensure effective communication with City staff. The
MuniMagic+ software has been designed to ensure full integration of all parcel information in a single software
program, which warrants that our work is accurate. Furthermore, this software provides exceptional flexibility
that enables our analysts to generate appropriate standard and customized reports throughout each phase of
our work.
1W I LLL)RN Creation, Modification & Preparation of
Annual Levy of Special Districts
3. Update and maintain parcel databases for each district. Project Manager Daniel Louie and Program Manager
Pauline Nguyen will calculate the assessment amounts, and coordinate the timely delivery of the parcel data
to the County of Los Angeles for each affected property owner. Our staff has extensive experience working
with the Los Angeles County Office of the Assessor and is extremely familiar with their procedures and
practices. Our strong working relationship with the County has proven to be beneficial for our clients,
especially the City of Santa Clarita. Willdan was able to work with the County and City staff to reduce
the number of fund numbers associated with each District/Zone by consolidation.
In addition to performing tasks associated with the calculation and submittal of the assessments to the County,
our staff will complete the staff reports (upon request), resolutions, Engineer's Reports, and coordinate the
process of approving the Engineer's Reports and Annual Fee Report before the City Council, as specified by
Proposition 218, the Landscaping and Lighting Act of 1972, the Benefit Assessment Act of 1982 and the
California Health and Safety Code, Sections 5470 and 5471.
4. Work products will be carefully passed through a review system prior to levy submittal to the County. This
review system entails peer, project manager, and quality assurance manager approval.
5. Serve as an extension of City staff by keeping abreast of City policies, as well as with other state and federal
regulations. As regular attendees and speakers at municipal conferences like the California Municipal
Treasurers Association (CMTA), the California Society of Municipal Finance Officers (CSMFO), the League
of California Cities (LOCC), the Association of California Water Agencies (AWWA), and the California Special
Districts Association (CSDA), our staff is actively involved with current events transforming legislation that
affects governmental agencies throughout the state.
Project Timeline
Provided on the following page is Willdan's proposed timeline specific to the administration of the City's assessment
districts.
YY W I LLDAN Creation, Modification & Preparation of
Annual Levy of Special Districts
Kick-off Meeting: To discuss the Districts, the levy process and overall expectations; City Council
Wednesday 01/19/22 dates, staffing changes, budgets information, district specific or changes (including the
improvements and services provided, formations or annexations, changes to the assessments
particularly new or increased assessments), and the anticipated levy timeline.
Wednesday 01/12/22 DECEMBER CPI Released
Thursday 03/03/22 City provides WFS with recommended LMD/SMD budgets.
Tuesday 03/08/22 City provides WFS with recommended Open Space budgets (OSPD & GRVOMD).
Friday 03/11/22 City provides WFS with Recommended DBAA and Stormwater Budgets.
City staff and WFS discuss the budgets, proposed assessments, and revenue alternatives based on
Wednesday 03/16/22
Preliminary Assessment Evaluation. City staff confirms and finalize list of Districts and Zones to be
levied. City staff confirms their intent to not have any new or increased assessments (no property
owner ballots will be required) and finalize the levy process.
Friday 04/01/22
City provides WFS with Final Budgets.
Wednesday 04/06122
VVFS delivers First Draft of OSPD and Stormwater Engineer's Reports.
Wednesday 04/13/22
WFS delivers First Draft DBAA and OSGVR Engineer's Reports.
Wednesday 04/20/22
IAIPR delivers First Draft LLD No. 1 EnCllnp-r'a Report.
Wednesday 04/27/22
WFS completes final modifications to the Engineer's Reports based on City's input of the proposed
assessments and budgets, and finalizes all resolutions and documentation.
Wednesday 04/27/22
WFS delivers Final OSPD and Stormwater Engineer's Reports.
Tuesday 05/03/22
WFS delivers Final DBAA and OSGVR Engineer's Reports.
Wednesday 05/04/22
WFS delivers Final LLD No. 1 Engineer's Report.
Friday 05/13/22
All documents and Agenda package finalized to Department Secretary (City).
Friday 05/20/22
Pre -Agenda Meeting (City)
Thursday 05/26/22
Agenda Posted (City)
Intent Meeting: City Council adopts three Resolutions: 1) Initiating Proceedings;
Tuesday 06/14/22
2) Preliminary Approval of the Engineer's Reports (Reviews and preliminarily approves
reports and proposed assessments); 3) Resolutions of Intent.
Friday 06/17/22
Public Hearing Agenda Reports and Resolutions to City Clerk. (City)
WFS delivers: Final Engineer's Reports (if changes or modifications to the Preliminary
06/17/22
Reports were ordered by City Clerk action or if any substantial or material changes must
be made to the report on file with the City Clerk).
Friday 06/17/22
Public Hearing Notice Appears in The Signal Newspaper.
Wednesday 06/15/22
Public Hearing's Pre -Agenda Meeting (City)
Friday 06/17/22
Public Hearing Posted (City)
Public Hearing: City Council holds public hearing regarding the DBAAs, LLMD, OSGVR, OSPD
and Stormwater Special Districts and assessments. After the public hearing has closed, Council
Tuesday 06/28/22
may discuss and adopt the appropriate resolutions for the Districts and levy of assessments: 1)
Resolution Approving the Engineer's Reports (As Submitted or Amended); 2) Resolutions
Ordering the Levy and Collection of Assessments.
Tuesday 07/12/22
Extended Public Hearing - The previous Hearing may be continued to this date to allow additional
testimony and/or to finalizing the levy process and approve the final Resolutions.
City Clerk provides WFS with two certified "wet copies" of all documents to be submitted to the
Tuesday 07/19/22
County with the assessment roll including the Resolution Ordering the Levy and Collection of
Assessments and any Proposition 218 Compliance Documentation.
Tuesday 07/26/22
WFS reviews, confirms and updates all levy database files reflected in the Engineer's Report,
budgets and/or assessment rates approved by the City Council.
Wednesday U611ulLG
vvr6 6UUMILS Levy da �;uuoUy tseVy dalze, re�iUIUuo¢fs allU ally Ul.iier documentation).
Wednesday 08/31 /22
WFS submits levy corrections to the County for all taxable exceptions.
Friday 10/14/22
County applied confirmations available on DAWeb.
Friday 10/28/22
WFS provides City with an Applied Levy Summary.
Creation, Modification & Preparation of
* W I LLDAN
Annual Levy of Special Districts 10
h) Client Reference
To further exemplify our expertise, project descriptions that are similar in nature to the City's engagement, along
with client contact information, are provided below. We are proud of our reputation for customer service, and
encourage you to contact our past clients regarding our commitment to excellence.
City of Perris, CA
1972 Act & Community Facilities District Administration Services
Willdan has worked with the City of Perris for over a decade and possesses an intimate knowledge of the inner
workings of their objectives and policies, as well as the history, rationale and modifications that have been
incorporated into their CFDs.
Willdan performs the annual administration of the City of Perris' special districts; 33 CFDs (19,000+ parcels), the
Lighting Maintenance District No. 84-1 (14,000+ parcels), the Flood Control Maintenance District No. 1 (10,000+
parcels), and Landscape Maintenance District No. 1 (12,500+ parcels). Willdan is responsible for database
maintenance, researching parcel changes, and preparing and providing the annual levy of special taxes. The
administration of these districts involves the gathering of data related to parcel development and changes, analysis
of district funds, as well as arbitrage rebate and continuing disclosure report preparation and dissemination (for the
CFDs).
As a result of issues encountered during the economic downturn, Willdan was called on to re-evaluate and in some
cases, modify existing CFDs in the City, and review overall policies and procedures specific to CFD formation. In the
case of one CFD, it was necessary to modify the special tax rates and documents to account for the decline in
property valuations, and the increase in delinquency, foreclosure, and bankruptcy rates. Willdan team members also
worked with the City to incorporate provisions into their policies and new formations based on these lessons learned.
They drew upon our in-depth understanding of how each CFD was established rather than applying a single, global
methodology, which could have resulted in incorrect charged amounts to property owners. Finally, in recent years,
we have successfully formed, and supported bond issuance for, Community Facilities District 2014-1 (Avelina) and
CFD 2018-1 (Green Valley). We have also prepared numerous annexations on the City's behalf as well.
Willdan continues to meet regularly with City staff and other City consultants to review CFD approaches and
methodologies utilized, and to ensure current best practices and industry accepted approaches are being
employed.
Client Contact: Ernie Reyna, CPA, Deputy City Manager
101 North "D" Street, Perris, CA 92570
Tel #: (951) 943-4610 1 Email: ereynaacityofperris.orq
City of Paso Robles, CA
Assessment Engineering Services
Willdan performs the annual administration of the City's El Paso de Robles Landscape and Lighting Maintenance
District No. 1, with 134 active zones and/or sub -areas; Community Facilities District 2005-1; and the El Paso de
Robles Drainage Maintenance District No. 2008-1. The work involved in this project includes database maintenance,
while researching parcel changes, and preparing and providing the applicable annual report(s). Additionally, staff
calculates and apportions the special taxes, prepares draft staff reports, provides levies, researches parcel
exceptions, fields inquiries, and attends meetings.
In Fiscal Year 2016/2017 Willdan completed the re -engineering of the City's Maintenance District No. 1. It was the
City's desire to re -engineer the District based on local improvements, shared improvements, and streetlight only
improvements, if feasible, to simplify the overall district structure and to develop appropriate assessments for optimal
service levels originally planned for all areas in the District. The overall project took over two years due to the
numerous zones within the District as well as some of the zone structures. During the project Willdan assisted City
staff and their public relations firm with the development of informational pamphlets and landscaping improvement
maps that provided the location of improvements for each zone. These documents were created for the property
owners to ensure that they were fully informed.
Creation, Modification & Preparation of 11
��-Ld� Annual Levy of Special Districts
The Willdan project team also developed an improvement only informational document by zone for the City and
property owners in the District. They also assisted in the completion of the re -engineering budget, benefit assessment
analysis, conducted the community outreach meetings, and prepared the Final Engineer's Report, staff reports,
resolutions and ballots for the areas designated as underfunded in the District. Upon completion of the project, 40
percent of the underfunded zones approved the new increased assessment, which included an annual CPI inflator.
This was the highest approval percentage in the last ten years for the City's District.
Currently, Willdan is providing assessment engineering balloting services for specific zones within District No. 1.
This engagement is a continuation of the FY 2016/17 project, in order to increase funding in underfunded zones.
Client Contact: Freda Berman, Maintenance Superintendent Events Manager
625 Riverside Avenue, Paso Robles, CA 93446
Tel #: (805) 237-3873 1 Email: fberman(cDprcity.com
City of Yorba Linda, CA
Assessment Engineer for the Annual Levy of Street Lighting & Landscape Maintenance
District Services
Willdan has worked with the City over the past nine years to develop and implement modifications to the district
structure, budgets and assessments for landscaping and lighting improvements throughout Yorba Linda. Through
the late 1980s, the City established several assessment districts to fund the ongoing maintenance and operation of
various public improvements. These districts were then consolidated in 1994 to establish the Citywide Consolidated
Street Lighting and Landscape Maintenance District ("District"). In response to Proposition 218, the City, with
Willdan's assistance, re -organized the District and conducted several successful assessment ballot proceedings. The
current District and associated assessments provide a funding source for the maintenance and operation of various
improvements which generally include, but are not limited to, specific landscaped areas, street lighting and traffic
signals. These improvements are separated and assessed on both a citywide and local benefit basis.
Recognizing that property development and improvements associated with the District, and the infrastructure
maintenance needs had changed, the City desired to re-evaluate the various improvements provided, the annual
costs of maintaining those improvements (budgets), and the associated special benefit assessment allocations to
properties within each of the local landscape zones. Over the last five years, Willdan has assisted the City with re -
engineering the District to establish more localized zones and a true budget for each, identifying appropriate
assessment amounts without triggering increases to the existing assessments, but identifying areas where
assessment increases were needed.
Willdan has worked with the City and an ad -hoc committee over the last two years to ballot the zones that were
underfunded based on the re -engineering effort.
Willdan also annually administers this District on the City's behalf, which includes over 22,200 parcels, levying
approximately $5.8 million. Furthermore, the Willdan Team has been tasked with the creation of expanded zone
improvement descriptions, which are incorporated to the Engineer's Report to enhance the identification of special
versus general benefit.
Client Contact: Dave Christian, Assistant City Manager
4845 Casa Loma Avenue, Yorba Linda, CA 92886
Tel #: (714) 961-7110 1 Email: dchristian(cDyorbalindaca.ciov
City of Chino Hills, CA
Special District Administration Services
Since 2005, Willdan has provided special district administration services to the City of Chino Hills, which at present
includes the Landscaping and Lighting and Maintenance Assessment Districts and Community Facilities Districts. In
aggregate there are 5 Landscaping and Lighting and Maintenance Assessment Districts, consisting of approximately
38,500 active parcels, and 9 CFDs consisting of more than 17,600 active parcels, with 7 of the 9 CFDs involved in a
Marks Roos bond pool.
Responsibilities includes database maintenance, researching parcel changes, analysis of district funds and
preparing and providing the annual levy of special taxes and assessments.
Creation, Modification & Preparation of 12
WIL�QA� Annual Levy of Special Districts
Client Contact: Mary Grunder, Management Analyst
14000 City Center Drive, Chino Hills, CA 91709
Tel #: (909) 364-2816 1 Email: mgrunderachinohills.org
Los Angeles County Client Agencies
Our staff possesses extensive experience working with public agencies located within the County of Los Angeles,
as well as the Los Angeles County Auditor/Controller's Office, the Assessor's Office and Tax Collector. We have
more than 30 years of experience working with these offices and are extremely familiar with their procedures and
practices. In addition, for fiscal year 202112022 Willdan submitted levies to the Los Angeles County
Auditor/Controller's Office on behalf of 37 different agencies, totaling over $126 million in charges. Willdan
has developed a strong working relationship with the County, benefiting our clients.
The table below encapsulates Willdan's district administration clients located within Los Angeles County.
City of Arcadia
City of Artesia
City of Bell
City of Calabasas
City of Hawaiian Gardens
City of Hermosa Beach
City of Huntington Park
City of Inglewood
City of Pomona
City of San Fernando
City of Santa Clarita
City of Santa Fe Springs
City of Carson City of Irwindale City of South Gate
Central Basin Municipal Water City of La Canada Flintridge City of West Covina
District
City of Claremont Los Angeles County Department of City of Westlake Village
Public Works
City of Compton City of La Puente Sulphur Springs Union School
District
City of Covina City of Lynwood Upper San Gabriel Metropolitan
Water District
City of Cudahy Metropolitan Water District of Walnut Valley Water District
Southern California
City of Downey Old Pasadena Management District Whittier School District
East Hollywood Property & Business City of Paramount
Improvement District
City of Glendora City of Pico Rivera
j) Scope of Services
Please see Section 4, Tasks, which contains a detailed scope of services.
W l LLDAN Creation, Modification & Preparation of 13
Annual Levy of Special Districts
3. Personnel
Our management and supervision philosophy for the project team is very simple; staff every position in sufficient
numbers with experienced, capable personnel to deliver increased responsiveness and superior work products.
With that philosophy in mind, we propose to staff this engagement with experienced professionals. We are confident
that our team possesses the depth of experience that will successfully fulfill the desired work performance.
■ Manage daily tasks, works
closely with analytical and
administrative staff
■ Communicates continuously
Daniel Louie 16 years with City staff on all aspects of
Project Manager the engagement
■ Coordinates with analysts and
support staff to efficiently
manage the annual
administration process
■ Oversee and provide back-up
assistance to project
Stacee Reynolds
19 years
management
Co -project Manager
M Manage district formations and
annexations throughout the
engagement
■ Ensure appropriate data is
collected, interpreted,
researched, and correctly
inputted/updated
Pauline Nguyen
15 years
Experienced and proficient with
Analytical Support
large databases, importing,
sorting, filtering and overall data
management
■ Prepare levy files
■ Provide GIS support
■ Provide Proposition 218
Jim McGuire
29 years
technical advice
Technical Advisor
M Review the benefit assessment
methodology
Tyrone Peter, PE
In-house, on -call, Assessment
Assessment
15 years
Engineer
Engineer
MReview/certify Engineer's
Reports
Understands day-to-day annual
administration and concurring work
cycles
Extensive knowledge of Santa
Clarita's internal processes and
special districts
Large database analysis, historical
and firsthand knowledge of City
operations, levy submittal needs, and
annual timeline and process needs
for assessment districts, ensure
accurate district boundaries
Focused on finding workable
solutions and approaches to
effectively utilize assessments
Provide technical engineering advice
Pe,S.umeF
Resumes for the key personnel identified above are presented on the following pages.
*"W I LLDAN Creation, Modification & Preparation of
Annual Levy of Special Districts 14
Daniel Louie
Administration Project Manager
Education
Master of Business Mr. Daniel Louie will serve as project manager for the annual administration of the City's
Administration, special districts. Mr. Louie's responsibilities within Willdan's District Administration Services
Management group entail the administration of Mello -Roos Community Facilities Districts, Landscaping
and Strategy, Western and Lighting Districts, Business Improvement Districts and other types of special districts.
Governors University
He possesses experience creating and maintaining parcel databases, preparing annual
Bachelor of Arts special taxes, calculating special tax prepayments, assisting with district analysis for
Degree, Economics/ refunding purposes, preparing bond calls, analyzing flow of funds, and providing information
Mathematics, to property owners. He also has experience annexing parcels to maintenance districts. Mr.
Columbia University, Louie is also qualified as a Municipal Advisor Representative (Series 50) and Municipal
New York Advisor Principal (Series 54) by the Municipal Securities Rulemaking Board (MSRB).
Areas of Expertise Mr. Louie has over 16 years of combined real estate, finance and project management
Community Facilities experience. He also possesses experience with Geographic Information System (GIS)
Districts software. He can produce boundary maps and perform parcel audits on a client's behalf
utilizing GIS.
Landscaping and
Lighting Districts Project Experience
1913/1915 Act Districts City of Chino Hills, CA: Mr. Louie coordinates the annual administration of the City's CFDs,
Landscaping and Lighting Districts and Maintenance Districts. The work involved in this
Geographical project includes database maintenance, researching parcel changes, and preparing and
Information System providing the annual levy of special taxes. In total, Mr. Louie manages the City's 14 special
(GIS) Mapping districts comprised of over 45,000 parcels.
Additional City of Murrieta, CA: Mr. Louie annually administers the City's special districts, which
Qualifications include 30 Landscaping and Lighting District zones, a Community Services District (CSD), a
park tax, 2 Assessment Districts, a fire assessment and 14 CFDs; comprised of
Municipal Advisor approximately 35,000 parcels. His responsibilities include maintaining the parcel
Representative (Series 50) database(s), gathering data related to parcel development and changes, preparing
Engineer's Reports, preparing and providing the annual levy, analyzing district fund balances
Municipal Advisor and cash flow, monitoring delinquencies, and attending necessary client and Council
Principal meetings.
(Series 54)
City of Perris, CA: Mr. Louie performs the day-to-day tasks associated with the annual
administration of the City's 33 Community Facilities Districts, 1 Lighting District, 1
Landscaping District comprised of 150+ zones, and a Flood Control Maintenance District
16 Years' Experience comprised of 110+ zones. In total, Willdan administers approximately 53,497 parcels on the
City's behalf. His responsibilities include maintaining the parcel database, researching parcel
changes, and preparing and submitting the annual levy. He also performs annexations of
new development projects into the City's maintenance districts.
City of Rancho Mirage, CA: Mr. Louie oversees the administration of the City's special taxes
and assessments. His responsibilities include the review of the calculation and
apportionment of the taxes/assessments, as well as preparing the annual report and "Notice
of Special Tax/Assessments." Altogether, over 73,000 parcels are administered on the City's
behalf.
'W I LLDAN Creation, Modification & Preparation of 15
�/ Annual Levy of Special Districts
Education
Master of Science,
University of Phoenix
Bachelor of Science,
LaSalle University
Areas of Expertise
Benefit/Maintenance
Assessment Districts
Community Facilities
Districts
Marks -Roos Pools
Local Improvement
Districts
Professional
Affiliations
California Society of
Municipal Finance
Officers
Municipal Management
Association of
Southern California
Stacee Reynolds
Senior Project Manager
Ms. Stacee Reynolds is a senior project manager in Willdan's District Administration Services
group. Her responsibilities include annexations, formations, benefit analyses, re-
engineerings and the administration of Community Facilities Districts, Local Improvement
Districts, Assessment Districts, and other special districts. She has experience creating and
maintaining district databases, preparing annual assessments, charges and taxes,
calculating prepayments, assisting with district analyses for refunding purposes, preparing
bond calls, analyzing flow of funds, providing customer service to property owners, and
overseeing the GIS team that creates and audits boundaries for new and existing special
districts. Ms. Reynolds also oversees Willdan's proprietary software MuniMagic+, which is
utilized in the day-to-day flow.
Ms. Reynolds has over 26 years of combined accounting, finance, and project management
experience. Prior to joining Willdan, she was a contract system specialist with SAP Public
Services in Washington, DC, where she managed several government agency contracts.
Project Experience
City of Paso Robles, CA — Assessment Re -engineering: Ms. Reynolds managed the
re -engineering of the City's El Paso de Robles Landscape and Lighting Maintenance District
No. 1. It was the City's desire to combine shared improvement areas, where feasible, to
simplify the overall district structure and to develop appropriate assessments for optimal
service levels originally planned for all areas in the District. She assisted in the preparation
of the benefit assessment analysis, conducted the community outreach meetings, prepared
the Engineer's Report, staff reports, resolutions and ballots for the areas designated as
underfunded in the District. Upon completion of the project, 40 percent of the underfunded
subareas/zones approved the new increased assessment, which included an annual CPI
inflator. This was the highest approval percentage in the last ten years for the City's District.
19 Years' Experience City of Santa Clarita, CA — Special District Administration Services: Ms. Reynolds
supervises and assists in the daily administration of the City's Community Facilities District,
Open Space Preservation District (approximately 63,000 parcels), Landscape Maintenance
District (approximately 50 zones and approximately 87,000 parcels), Streetlight Maintenance
Districts (54,811 parcels), Benefit Assessment Districts (comprised of 8 districts and 2,646
parcels), and Stormwater Pollution Prevention Fee District (62,000 parcels). Her duties
include the review of the annual Engineer's Reports, resolutions, updated parcel databases,
fees and submission of levies to the County of Los Angeles.
Cities of Adelanto, Chico, Covina, Loma Linda, Reedley, Ridgecrest Santa Clarita,
Tehachapi and Tracy — Landscaping and Lighting District Annexation Services:
Ms. Reynolds assisted each city with the annexation of new development to an existing 1972
Act District. This includes the review of improvements and services to be funded and the
areas/properties to be served to verify the existing special/general benefit nexus and
assessment methodology is consistent with current case law.
City of Covina, CA — Lighting District Benefit Analysis Services: Conducted a benefit
analysis study for the City's Lighting District No. 1978-79, comprised of over 3,200 parcels.
City of Claremont, CA — Landscape and Lighting District Benefit Assessment Analysis:
Ms. Reynolds performed a benefit analysis for the City's Landscaping & Lighting District No.
LL001, comprised of over 10,000 parcels. This engagement included a redesignation of
equivalent benefit units for each land use classification assessed in the district.
'O/W I LLDAN
Creation, Modification & Preparation of 16
Annual Levy of Special Districts
Pauline Nguyen
Program Manager
Education
Bachelor of Science,
Ms. Nguyen serves as a program manager within Willdan's District Administration Services
Management Information
group. She assists in the research and analysis specific to local government financial issues
System, San Jose
related to the annual administration of special districts, including document data entry and
State University
updating, database management, research and report preparation. She also provides
general information on questions pertaining to assessment districts and special taxes (such
Bache/or of Science,
as Mello Roos Pools), as well as the status of property delinquencies.
Finance,
San Jose State University
Ms. Nguyen is also responsible for projects involving the use of Geographical Information
System technology (GIS). GIS is utilized to generate maps, shapefiles, boundaries, plot
Areas of Expertise
landscaping, lighting, and other public improvements; and create visual aids, tables, and
Geographical Information
exhibits for special district analyses, memoranda, and reports. In addition, quality control
System (GIS) Mapping
analyses are performed in relation to secured roll data; and by utilizing spatial and
attributable data within spreadsheets, data sets, client maps, and shapefiles, existing parcel
Landscaping and Lighting
specifications and improvement data are identified, audited, and verified.
Districts
Ms. Nguyen came to Willdan with over 10 years of combined finance and information
Benefit Assessment Districts
technology experience. Prior to joining Willdan, she served as an information technology
specialist with KeyPoint Credit Union in Santa Clara, California, working with vendors and
Community Facilities
end users to develop and administer large financial databases.
Districts
Project Experience
70 Years' Experience
Los Angeles County Department of Public Works, CA: Ms. Nguyen administers the
workflow for the Los Angeles County Department of Public Works. Her duties include
maintaining the parcel databases for 37 Landscaping and Lighting Districts associated with
several residential and commercial developments throughout the County; and assists in
preparing the annual Engineer's Report and levying assessments for over 39,000 parcels,
while assuring compliance with Proposition 218.
City of Santa Clarita, CA: Ms. Nguyen assists in the administration of the City's Community
Facilities District, Open Space Preservation District (comprised of 54,811 parcels),
Landscape Maintenance District (approximately 87,000 parcels), Streetlight Maintenance
Districts (approximately 54,811 parcels), and Benefit Assessment Districts (comprised of 8
districts and 1,516 parcels). Her duties include the review of district budgets, the preparation
and update of a parcel database, drafting resolutions, assisting with the preparation of the
annual Engineer's Reports, updating and transferring the levy data to the County, and
researching exceptions.
City of Compton, CA: Ms. Nguyen administers the City's Landscaping and Lighting District
and sewer charges, as well as assists in preparing the annual Engineer's Report, updating
parcel changes, and submitting levy charges for over $5 million on nearly 36,000 parcels.
City of Rocklin, CA: Ms. Nguyen assists with the annual administration of the City's
Landscaping, Lighting and Park Maintenance Districts. The work for this project entails
computation of assessments for each parcel; placement of the assessments on the County
Assessor's tax roll; Proposition 218 compliance, verifying parcel data affecting each
assessment parcel, including database maintenance and researching parcel changes; and
preparing and providing the annual Engineer's Report on over 35,000 parcels.
� /W I LLDAN Creation, Modification & Preparation of 17
�/ Annual Levy of Special Districts
Jim McGuire
Technical and Proposition 218 Advisor
Principal Consultant Jim McGuire specializes in parcel and property -related revenue audits;
Education district administration; and annexations/formations of various special districts, such as 1972
Bachelor of Science, Act Landscaping and Lighting Districts, Community Facilities Districts, and Benefit
University of California, Assessment Districts for streets and storm drain facilities, as well as Property and Business
Irvine Improvement Districts (PBIDs). Mr. McGuire possesses over two decades of experience
working with the public and local governments on special districts. His experience includes
Areas of Expertise study sessions for staff and City Councils, along with facilitation and/or technical support for
Special District advisory committees and property owner workshops.
Annexations,
Formations, and Mr. McGuire has served on several industry working groups and projects comprised of polling
Administration firms, public relations firms, and leading legal experts specific to Proposition 218, focused
on finding workable solutions and approaches that provide a means for public agencies to
Parcel and Property- effectively utilize assessments, while ensuring that they are defensible and consistent with
related Revenue Audits the California Constitution and court decisions. In addition, Mr. McGuire has spoken at
seminars on the subject of assessment benefit issues that have been raised by notable court
Feasibility Studies cases and legislation changes that have come down in recent years.
Proposition 218 Project Experience
29 Years' Experience City of Moreno Valley, CA — Needs Assessment of the Moreno Valley Community
Services District: The Moreno Valley Community Services District (CSD) was formed in
1984 to continue the provision of services that were previously provided by the County of
Riverside through County Service Areas. Over the past 30 years, additional Zones of Benefit
were added to the CSD to provide funding for parks and community services, street lighting,
landscape maintenance, and median landscape maintenance. The CSD was experiencing
revenue shortfalls in most of its Zones, which required either General Fund support or a
reduction in services.
Mr. McGuire assisted the City by performing an initial macro review and evaluation of the
CSD and related charges. A comprehensive document was provided to the City outlining the
findings of the analysis by Zone, as well as recommendations for their consideration and
implementation of various approaches to resolve the issues. Some but not all of these
modifications have been implemented including the replacement of a few CSD Zones with
new 1972 Act Landscaping and Lighting District and annexations and expansion of the City's
Community Facilities District.
Cities of Yorba Linda, Moreno Valley, La Quinta, Palm Desert, Poway, Thousand Oaks,
Tracy and Lemoore, McKinleyville Community Services District, Hollywood
Entertainment District, Orange County Vector Control District and Sacramento
Metropolitan Fire District: Conducted benefit analysis studies or restructuring plans and
assisted these agencies with implementation strategies related to the identification of special
versus general benefit necessary for Proposition 218 compliance and/or the re -engineering
of special districts.
Cities of Guadalupe, Lemoore, Moreno Valley, Murrieta, Palm Desert, Indio, Rancho
Mirage, Fairfield, La Quinta, Tehachapi, Tracy, Santa Clarita, Yorba Linda and El
Centro; and County of Los Angeles: Mr. McGuire has managed and provided, on an "as -
needed basis" special assessment district formations and annexations, as well as Proposition
218 ballot proceedings for new or increased assessments, for each public agency identified.
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Annual Levy of Special Districts
Tyrone Peter, PE
Assessment Engineer
Education Mr. Tyrone Peter, PE, is an accomplished civil engineer who has worked on multiple
Bachelor of Science, assessment engineering projects and specializes in infrastructure cost engineering. Mr.
Engineering and Civil Peter is known for providing innovative, quality engineering services to ensure project
Engineering, Tamil Nadu delivery within budget and schedule. He has 15-plus years of experience managing and
College of Engineering designing various public works projects and has a solid foundation to understand what is
Civil Engineering, needed to deliver a successful project.
Murugappa Polytechnic
Mr. Peter's experience includes design of state highways, new streets, street widenings,
Registration street realignments, pavement rehabilitations, light rail and railroad projects. Furthermore,
Civil Engineer, California he has participated in feasibility studies, assessment engineering projects, grade separation
No. 81888 projects, flood control facility design and construction, and water and sewer projects. Mr.
Peter has supervised feasibility studies, project study reports, project reports, and
15 Years' Experience construction document preparations, grade certification issuances, construction
administration projects, and construction inspections. He is proficient at managing large
project teams with subconsultants spanning multiple technical disciplines. During his career,
Mr. Peter has served as project manager, civil engineering task leader, supervising engineer,
senior engineer, design engineer and designer for over 200 projects with design contracts
ranging from $5,000 to $2.9 million.
Relevant Project Experience
Bear Valley Community Services District, CA — Mailbox Optimization and Revitalization
and Formation of Assessment District: Responsible for overall project management and
oversight of services required to assist the District with the optimization and revitalization of
the community's mailboxes. The District maintains approximately 35 mailbox stations,
serving approximately 3,600 property owners. The existing mailbox stations were in a
dilapidated condition and convey an impression of neglect and lack of maintenance to
residents and visitors requiring constant upkeep due to their age, condition and incidents of
vandalism. Design problems also existed with the sites of some stations; specifically, some
do not have sufficient setback from the road to allow safe exit from vehicles to pick up mail.
Also lack of lighting contributes to safety and security concerns. In addition, the constraint of
the existing topographical conditions inhibited motorists' lines of sight making for potential
safety issues. The District proposed replacing the current mailboxes with prefabricated 16-
door, decorative, locking, cluster boxes, which would provide ease of maintenance and
security from mail theft.
Willdan provided the following services: optimization analysis using GIS technology;
established a 1913 Act assessment district to assist with construction funding and mailbox
maintenance and replacement; prepared a design book for each mailbox location, including
parcel list, concept plan, address and key assignments, and engineer's estimate; prepared
engineering and architectural design plans for each mailbox station; prepared engineering
and architectural design plans for one or more demonstration mailbox station at locations
selected by the District; and provided coordination with the U.S. Postal Service.
Although the district formation received a negative vote from the residents, it was widely
acknowledged that the design was superior to the existing mailbox configuration.
City of Palm Desert, CA — Utility Undergrounding Assessment District No. 04-01
Formation: Design engineer responsible for assisting with civil infrastructure design required
for forming the utility undergrounding assessment district. Bidding assistance and
construction observation were also provided.
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Annual Levy of Special Districts
4. Tasks
Provided within this section is a detailed description of the tasks associated with the Annual Administration of
specific City assessments and Assessment Annexation Projects.
Annual Administration Service!
Willdan offers to perform the following tasks in order to properly administer the following:
■ Drainage Benefit Assessment District ■ Landscape Maintenance District
■ Streetlight Maintenance District ■ Open Space Preservation District
■ Golden Valley Open Space Preservation District ■ Community Facilities District
■ Stormwater Pollution Prevention Fee E Water Standby District
■ NPDES
Please note, a few of the tasks below may not be applicable to the City's stormwater fee.
1. Schedule an annual kick-off meeting with City staff to review the existing district information. Identify and
discuss possible changes to the districts for the upcoming fiscal year, including budget issues, annexations,
modification or expansion of district improvements, as well as legislative changes that may impact the district.
2. Prepare an annual levy timeline identifying key dates and timeframes for pertinent tasks throughout the levy
process. This timeline will be reviewed and discussed with City staff. As needed, the timeline will also be
adjusted to address the City's scheduling requirements or proposed district changes.
Review the district budgets provided by the City, and coordinate with City staff to assist with accurate cost -
recovery accounting. Willdan will assist City staff to prepare and review the annual district budgets; thus
ensuring the appropriate incorporation of maintenance contract costs, administrative expenses, material
costs, capital costs, and other incidental costs into the district budget to achieve maximum cost -to -benefit
equity. Willdan can help verify that adequate and appropriate fund balances are identified. In addition, Willdan
will use the updated parcel databases for the districts to provide estimates of the assessment revenue for the
upcoming fiscal year. These revenue estimates will be incorporated into the fiscal year budgets for the district,
which will be analyzed to determine required changes in the level of assessment or funding from other
sources.
4. Maintain and update a parcel levy database by using the parcel information from various sources. As new
data becomes available, update the database and enhance the data through parcel research using current
secured roll information, County Assessor maps, various third -party resources, and specific information
provided by the City (e.g., up-to-date map approval status, building permits or certificate of occupancy data).
Updates to the database will include those necessitated by the addition and/or removal of parcels, land
subdivisions and merges, ownership and mailing address changes, and adjusted benefit unit information. This
database will then become the source for the calculation of the annual district assessments/charges.
Based upon their assigned benefit, Willdan's MuniMagic+ software will be used to calculate the annual
assessments/charges for the parcels within the district. The same data can then be used to reproduce
databases of assessed parcels in hardcopy, CD ROM, or other electronic formats. The County secured roll,
Assessor's parcel maps, or any other necessary or required data sources for the calculation of the annual
assessments/charges will then be purchased by Willdan.
5. Draft resolutions (if requested) to be adopted in conjunction with the annual levy of assessments/charges by
utilizing resolutions previously adopted by the City for the annual levy process. If requested, assist City staff
in the preparation of staff reports. The City acknowledges that the City Attorney will review all resolutions for
form and content, as is intended.
6. Attend the annual public hearing and be available to answer any questions
W l LLDAN
Creation, Modification & Preparation of 20
Annual Levy of Special Districts
7. Prepare in accordance with the Landscaping and Lighting Act of 1972, the provisions of California Constitution
Article XIIID (Proposition 218), and the district's annual Engineer's Report.
The Engineer's Report will include the following required items, which will be tailored to the specific district:
■ A general description of the district, which may include key historical facts, zone designations, and
discussion of district benefits.
■ A description of the plans and improvement specifications (this may apply to documents on file at the
City).
■ An estimate of the costs of the improvements (budget).
■ A description of the Method of Apportionment (assessment calculation).
■ A diagram of the district (provided by the City).
■ An Inventory map (provided by the City).
■ An assessment of the estimated cost to each parcel.
8. Provide the City with two (2) bound copies of the full Engineer's Reports, and one (1) bound copy of the
confirmed assessment rolls.
9. Provide assessment/charge amounts for each parcel by Assessor's Parcel Number to the County
Auditor/Controller's Office in the media, format, and configuration required by the County for placement on
the annual property tax roll.
10. Provide resolutions ordering the levy, collection of assessments/charges, and any other necessary information
to the County Auditor/Controller's Office.
11. Research the exceptions upon receipt of a parcel exceptions list from the County; and update parcel number
changes, as well as report the revised parcels and updated levy amounts to the County. As necessary, Willdan
will prepare for City staff additional County -required correspondences relating to the submittal, correction, or
removal of assessments/charges to the County tax roll.
12. Provide the City with a levy summary report comparing budget amounts to the actual applied levy. This levy
summary will include a description of the reasons for any significant variances between the amounts
budgeted, and the amounts actually applied to the County tax roll.
13. Act as primary contact (at the discretion of the City) to answer property owner questions regarding the districts
and assessments. Willdan typically provides the County our toll -free telephone number for inclusion on the
tax bills for property owners to call with questions.
14. (Optional): Prepare and mail invoices (handbills) to all property owners whose proposed annual
assessment/charge for their parcel could not be applied to the County tax roll (parcels for which the County
does not generate a tax bill). These invoices would be provided in two installments, similar to the County tax
bills, and would be payable directly to the City. This is an optional service, and the cost associated with this
service is not included in the annual fee; but may be provided at our then current hourly consulting rates (see
"Additional Services" section), plus expenses.
15. Monitor and track delinquent charges, and bi-annually provide updated delinquency information.
Client Respunsibilities — At° ouai Aut inistratioti
As required by law, the City is responsible for publishing the Public Hearing notices in the local newspaper, as well
as for the posting of these notices.
Willdan will rely on being able to obtain the following information from the City:
■ Annual budget information, including estimated fund balances.
■ Changes, modifications, or updates to the improvements described in the previous year's Engineer's
Report(s).
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Annual Levy of Special Districts
■ Copies of the resolution(s) and other documentation required by the County for submittal of the annual levy.
■ Updated boundary diagrams, as required.
■ Pertinent development information, if needed.
Annexation Services
Two work plans are provided within this subsection since the tasks that Willdan would follow for an annexation to
the City's Streetlight Maintenance District No. 1 (SMD) is slightly different than the tasks associated with an
annexation to the Drainage Benefit Assessment Areas and/or Landscape Maintenance District. This nuance is
specific to Willdan, since Mr. McGuire and his team have worked with the City for a number of years on annexation,
re -engineering and formation projects. Furthermore, Mr. McGuire has assisted the City with the streamlining of
the SMD annexation process which has allowed for our abbreviated work plan. Rest assured, regardless of
the work plan followed, the associated tasks will be performed pursuant to the applicable state legislation and the
provisions of the California Constitution.
Streetllgnt maintenance Oistrict Vo. I Annexation Services
The following outlines the tasks associated with annexation of new development to SMD. As previously stated,
Willdan has worked with the City for a number of years on similar engagements resulting in the development of a
standardized annexation report that can typically be utilized for future projects of this nature. Due to the streamlining
of the annexation process, the following scope of services has been abbreviated.
Task 1: Annexation Documentation and Database Development
Objective: The initial task for each territory to be annexed ("project") will be to obtain from the City all related
development and improvement plans necessary to update the Engineer's Report and parcel database.
Description: Utilizing documentation provided and electronic parcel information available to Willdan for the project,
establish and update, as needed, an annexation assessment database utilizing available resources;
including the County Secured Roll, City data and third -party data, such as CD -data. The updated
database will contain all property within the project area (development) proposed to be annexed into
the City's SMD No. 1. We will also identify potential benefits to nearby properties that may not be a part
of the annexation
Task 2: Development of Benefit Nexus and Assessments
Objective: Develop appropriate benefit findings (general versus special), cost allocation (method of
apportionment) and the proposed assessments based on the provisions of the California Constitution
and current case law.
Description: Willdan will establish an appropriate methodology for the apportionment of costs. The benefit nexus
and cost allocation developed for the annexation area/development must be in compliance with the
provisions of the California Constitution and consistent with applicable recent court decisions,
specifically focusing on the identification and quantification of special and general benefits.
Task 3: Prepare Engineer's Report
Preparation of a comprehensive Engineer's Report based on findings, recommendations and
assessments established during prior tasks.
Utilizing the Engineer's Report that has been honed over the past several years, prepare an updated
Report that integrates the method of apportionment and benefit analysis specific to the annexation
area/development to be annexed to the SMD.
This report, prepared under the applicable state legislative statute and the provisions of the California
Constitution Article XIIID (Proposition 218), will be the basis for the assessment ballots and notices to
be mailed to property owners.
The Engineer's Report will contain the following information.
W I LLDAN Creation, Modification & Preparation of 22
Annual Levy of Special Districts
■ Plans and specifications that describe the area of special benefit, the proposed assessment,
and the improvements.
■ Method of apportionment that outlines the special benefit conferred on properties from the
improvements, as well as calculations used to establish each parcel's proportional special
benefit assessment; plus, a description of the assessment range formula that establishes the
maximum assessment rate in subsequent fiscal years.
■ Budget that outlines the costs and expenses to provide, service and maintain the
improvements, including authorized incidental expenses.
■ Assessment diagram that identifies the boundaries of the proposed area to be annexed to the
district.
■ Assessment roll that contains each of the Assessor Parcel numbers to be annexed to the
district and the proportional new maximum assessment.
■ Affidavit stating that a professional engineer has prepared the report.
Deliverables: One (1) draft Engineer's Report for review by City staff priorto submittal to the City Council for approval.
Task 4: Assist with Resolution Preparation
Objective: Review the necessary resolutions for the Intent Meeting and Public Hearing.
Descriptior We will review drafts of each resolution prepared by City staff prior to the City Council meeting agenda
deadline. It is anticipated that the following four (4) resolutions will be required for City Council action
and approval.
Intent Meeting (two [2] resolutions):
■ Resolution Initiating Proceeding, and
■ Resolution of Intention (preliminarily approves the proposed assessments outlined in the
Engineer's Report; sets the Public Hearing date; and calls for mailed ballots).
Public Hearing (two [2] resolutions):
■ Resolution Declaring Results of the Balloting; and
■ Resolution Confirming the Annexation of Territory, Approving the Engineer's Report; confirming
the Assessment Diagram and ordering the levy and collection of assessments.
It has been our experience that City staff typically prepares the resolutions necessary for assessment
district formation/annexation projects. Although Willdan can prepare each of the necessary resolutions
on behalf of the City, upon request.
Deliverables: We anticipate a total of four (4) resolutions will be required for City Council action and approval.
Task 5: Prepare Notices and Ballots
Objective: Prepare the necessary Notice of Public Hearing and assessment ballots in compliance with the
provisions of the California Constitution (Proposition 218).
Description: Drawing upon our prior SMD annexation experience, Willdan will prepare drafts of the required Notice
of Public Hearing and assessment ballot that will eventually be mailed to the property owner of record
subject to the proposed new assessment. Draft copies of these documents will be sent to the City for
review and comment prior to finalization of the documents.
Deliverables: Draft notice and ballots will be delivered to City staff for review and comment prior to the preparation of
the final versions for printing and mailing. In addition, if warranted, Willdan will prepare and provide the
City with a consent and waiver document.
WI LLDAN
Creation, Modification & Preparation of 23
Annual Levy of Special Districts
Task 6: Print and Mail Notices and Ballots
Objective: Print and mail notices and assessment ballots.
Description: After finalizing the notice and ballots with City staff and upon the City Council's adoption of the
Resolution of Intention, we will coordinate and facilitate the printing and processing of the notices and
ballots for mailing. A return #9 envelope addressed to the City Clerk will be included for the convenience
of the property owner to mail back the assessment ballot.
Our proposed fee includes the estimated expense to print and mail the notices and ballots (including
postage), based on a standard layout that includes each piece being printed on a single, double -sided
page.
Deliverables: Notices and ballots mailed to property owners of record within the proposed annexation area. Mailing
of the ballots and notices will be completed a minimum of 45 days prior to the Public Hearing date as
required by law.
n cape MaintPnanri I strir ,,Ann , , do ��r�lcr
Outlined below is the work plan associated with the annexation of new development to the City's existing Landscape
Maintenance District.
Task 1: Annexation Documentation and Database Development
Objective: The initial task for this project will be to obtain from the City and/or developer all related development
and improvement plans necessary to prepare an Engineer's Report and to establish an electronic
database. The updated database will contain all property within the project area proposed to be
annexed into the existing district.
Descriptiork Utilizing documentation provided and electronic parcel information available to Willdan for the project
area, establish and update as needed, an annexation assessment database utilizing available
resources; including the County Secured Roll, City data and third -party data, such as CD -data. This
database will contain properties proposed to be annexed to LLD No. 2012-01 and will incorporate, as
needed, key parcel information and characteristics relevant to the development of the method of
apportionment and necessary for implementing the proposed assessments and balloting. We will also
identify potential benefits to nearby properties that may not be a part of the annexation
Deliverables- None at this time. Summaries and specific elements of this task will eventually be incorporated into the
Engineer's Report, assessment roll and ballots.
Task 2: Establish Comprehensive Improvement Matrix and Budgets
Obiective: Work with City staff to identify the improvements specifically associated with the development to be
included in the annexation territory. Based on this improvement matrix prepare a comprehensive annual
budget to achieve maximum cost -to -benefit equity and ensure the long-term financial stability and
funding of the improvements. Based on our knowledge of the City's landscape maintenance districts,
we recognize that the annexation process for new developments to the City's existing District may likely
involve developing proportional assessments associated with the development's benefit from the
broader shared improvements of Zone 2008-1, as well as the local improvements associated with the
development that may be in the form of an annexation to an existing local Zone or the establishment of
a new Zone.
Description: In cooperation with City staff, identify and quantify the specific improvements to be installed and
maintained in connection with the development of properties in the annexation territory, as well as any
other improvements in the vicinity that may be funded in whole or in part through the proposed
assessments. In addition, discuss and identify any proposed improvements that may benefit
surrounding parcels and/or future developments in the area and prepare an appropriate annual budget
for the maintenance and operation of such improvements. The budgets will be developed in cooperation
with City staff utilizing Willdan's budget modeling software that utilizes standard per unit costs for such
YY WI LLDAN Creation, Modification & Preparation of
Annual Levy of Special Districts 24
improvements and the City's historical maintenance costs. The development of the budgets may
incorporate, but is not limited to: regular annual maintenance and energy expenses (if applicable);
specific servicing cost and administrative expenses provided by the City; long-term repair and
rehabilitation costs; and any other funding deemed appropriate to provide the improvements.
The proposed budget prepared during this task should be comprehensive and identify the full long-term
cost of providing the improvements, including appropriate reserve funding. In addition, the budget will
likely identify costs considered to be general benefit and available funding from other sources. The goal
of this task is to accurately depict the true funding requirements to operate and maintain the
improvements and to quantify and separate general benefit and the proportional special benefit to
properties within the annexation territory.
Meetings. None. It is anticipated that the City's assistance and input for this task will be provided through
conference calls and e-mails.
Deliverables: None at this time. The resulting budget information along with the method of apportionment developed
in Task 3 will be discussed with City staff in conjunction with the preparation of the Engineer's Report.
Task 3: Development of Benefit Nexus and Assessments
ohip tivp- Develop appropriate benefit findings (general versus special), cost allocation (method of
apportionment) and the proposed assessments based on the provisions of the California Constitution
and current case law.
Description: Willdan will establish an appropriate methodology for the apportionment of costs. To the extent
possible, the method of apportionment established for any new formation or annexation will mirror the
method of apportionment previously implemented for such districts. However, ultimately the benefit
nexus and cost allocation developed for each district formation and/or annexation must be in
compliance with the provisions of the California Constitution and consistent with applicable recent court
decisions, specifically focusing on the identification and quantification of special and general benefits.
In some cases, it may be necessary to deviate from the method of apportionment historically utilized
and/or the allocation of general benefit costs the City would be obligated to fund from other sources.
Deliverables: None. Any significant funding or apportionment issues that are identified will be discussed with City
staff before proceeding with the annexation process.
Task 4: Prepare Engineer's Report
Objective: Preparation of a comprehensive Engineer's Report based on findings, recommendations and
assessments established during prior tasks.
Description: Based on findings and results from the previous tasks and discussions with City staff, prepare an
Engineer's Report that integrates the method of apportionment and benefit analysis established in prior
tasks.
This report, prepared under the applicable legislative statute and the provisions of the California
Constitution Article XIIID (Proposition 218), will be the basis for the assessment ballots and notices to
be mailed to property owners.
The Engineer's Report will contain the following information.
■ Plans and specifications that describe the area of special benefit, the proposed assessment,
and the improvements.
■ Method of apportionment that outlines the special benefit conferred on properties from the
improvements, as well as calculations used to establish each parcel's proportional special
benefit assessment; plus, a description of the assessment range formula that establishes the
maximum assessment rate in subsequent fiscal years.
■ Budget that outlines the costs and expenses to provide, service and maintain the improvements,
including authorized incidental expenses.
W1 LLDAN
Creation, Modification & Preparation of 25
Annual Levy of Special Districts
■ Assessment diagram that identifies the boundaries of the proposed area to be annexed to the
district.
■ Assessment roll that contains each of the Assessor Parcel numbers to be annexed to the
existing assessment district and the proportional new maximum assessment.
■ Affidavit stating that a professional engineer has prepared the report.
Deliverables: One (1) draft Engineer's Report for review by City staff priorto submittal to the City Council for approval.
Task 5: Assist with Resolution Preparation
Objective: Review the necessary resolutions for the Intent Meeting and Public Hearing.
Description: We will review drafts of each resolution prepared by City staff prior to the City Council meeting agenda
deadline. It is anticipated that the following four (4) resolutions will be required for City Council action
and approval.
Intent Meeting (two [2] resolutions):
■ Resolution Initiating Proceeding, and
■ Resolution of Intention (preliminarily approves the proposed assessments outlined in the
Engineer's Report; sets the Public Hearing date; and calls for mailed ballots).
Public Hearing (two [2] resolutions):
■ Resolution Declaring Results of the Balloting; and
■ Resolution Confirming the Annexation of Territory; Approving the Engineer's Report; confirming
the Assessment Diagram and ordering the levy and collection of assessments.
It has been our experience that City staff typically prepares the resolutions necessary for assessment
district formation/annexation projects. Although Willdan can prepare each of the necessary resolutions
on behalf of the City, upon request.
Deliverables: We anticipate a total of four (4) resolutions will be required for City Council action and approval.
Task 6: Prepare Notices and Ballots
Objective: Prepare the necessary Notice of Public Hearing and assessment ballots in compliance with the
provisions of the California Constitution (Proposition 218).
Description: Utilizing our experience with similar projects, Willdan will prepare drafts of the required Notice of Public
Hearing and assessment ballot that will eventually be mailed to the property owner of record subject to
the proposed new assessment. Draft copies of these documents will be sent to the City for review and
comment prior to finalization of the documents.
Deliverables: Draft notice and ballots will be delivered to City staff for review and comment prior to final versions
prepared for printing and mailing. In addition, if warranted, Willdan will prepare and provide the City
with a consent and waiver document.
Task 7: Print and Mail Notices and Ballots
Objective: Print and mail notices and assessment ballots.
Description: After finalizing the notice and ballots with City staff and upon the City Council's adoption of the
Resolution of Intention, we will coordinate and facilitate the printing and processing of the notices and
ballots for mailing. A return #9 envelope addressed to the City Clerk will be included for the convenience
of the property owner to mail back the assessment ballot.
*P'WILLDAN
Creation, Modification & Preparation of 26
Annual Levy of Special Districts
Our proposed fee includes the estimated expense to print and mail the notices and ballots (including
postage), based on a standard layout that includes each piece being printed on a single, double -sided
page.
Deliverables: Notices and ballots mailed to property owners of record within the proposed annexation territory. Mailing
of the ballots and notices will be completed a minimum of 45 days prior to the Public Hearing date as
required by law.
Task 8: Council Meeting
Objective: Attend either the Intent Meeting or Public Hearing to answer questions posed by the City Council.
Description: At the City's request, a Willdan representative will attend either the Intent Meeting or the Public Hearing
to be available to answer questions from the City Council regarding the Engineer's Report and/or
annexation proceeding.
We recognize that overthe years, the City has processed numerous district annexations and formations
and typically the Intent Meeting forthis type of project is a procedural formality and Willdan's attendance
is not typically required. Therefore, our typical scope for formations/annexations assumes that Willdan
will not need to attend this Council Meeting. However, at the City's request, the Willdan project manager
or representative can attend the City Council Intent Meeting.
Meetings: One (1) City Council session. Our pricing is based upon the assumption that the Willdan project
manager will attend a single Council meeting, but at the City's request will also be available to attend
additional meetings as noted the in the Cost Proposal.
Client Responsibilities -Annexation Services
To assist the Willdan Team, the City will provide the following information and/or services:
■ Detailed listings and descriptions of the improvements, services and/or maintenance to be funded, which
needs to be reviewed during the initial part of this project. Provide (as needed) pertinent budget information,
which may include estimated construction costs, estimated service costs or rates, specific replacement costs
and/or capital expenditures, City overhead, and available funding from other sources that can be used to
offset costs.
■ Various maps or diagrams (either electronically or in hardcopy) of the improvement areas and/or parcels to
be included in district.
■ Prepare all internal memos, staff reports, and other supporting documents necessary for Council agendas.
■ Arrange for any required publication notices of City Council meetings or Public Hearing in the local newspaper.
■ Review the draft reports and resolutions before the final documents are submitted for the Council agenda
packets. This review is usually performed by department staff, but may include the City's legal counsel.
Requested changes shall be submitted to Willdan in writing.
Willdan will rely on the validity and accuracy of the City's data and documentation to complete our analysis. We will
further rely on the data as being accurate without performing an independent verification of accuracy, and that we
will not be responsible for any errors that result from inaccurate data provided by the client or a third party.
Legal Opinions: In preparing the resolutions, notices and ballots, Willdan will provide our professional expertise.
Since we do not practice law, we ask that the City's legal counsel review the documents. We will assist your attorney
in identifying any pertinent legal issues.
W l LLDAN
Creation, Modification & Preparation of 27
Annual Levy of Special Districts
S. Subcontractors
Willdan will not require the assistance of a subcontractor in order to complete the scope of services identified within
the City's RFP for Professional Assessment Engineering Services.
6. City Resources
Willdan does anticipate that City services and/or City staff resources will be necessary to supplement the scope of
services identified herein in order to achieve the desired project objectives. Although we have identified a list of
information (titled "Client Responsibilities") specific to Annual Administration and Annexation Services that will need
to be provided by City staff in order to properly execute the tasks identified. Although due to our existing working
relationship with the City, the fulfillment of these data requests will not be labor intensive on the part of either party.
7. Conflict of Interest
Willdan is not aware of any potential conflicts of interest with other clients that may arise due to the performance of
work on the City of Santa Clarita's behalf.
W l LLUAN
Creation, Modification & Preparation of 28
Annual Levy of Special Districts
8. Additional Data
Property Owner Service Representatives
Willdan acts as the primary contact to provide assistance and answer property owner questions regarding the
districts. Willdan's toll -free telephone number will be provided to the County for inclusion on the tax bills for property
owners to call with questions throughout the year. Likewise, Willdan will field inquiries from City staff, lenders, and
other interested parties concerning the annual installments. Phone inquiries will be documented using Willdan's
proprietary computer system. A phone call log can be sent (upon request) to the City.
Willdan employs dedicated property owner service representatives, who respond to phone inquiries and serve as
the primary contact in answering questions related to charges, assessments, and special taxes on property owner
tax bills. They utilize Willdan's proprietary computer system, MuniMagic+, to readily access the owner's name, the
Assessor's Parcel Number (APN), the existing taxes/assessments, and more; thus enabling expedient service. In
addition, our phone system is specifically set up to automatically route calls to an available person so that property
owners will reach a live representative, and not voicemail. This ensures that City staff is not directly impacted by
these calls, but instead can be confident that property owner inquiries are answered expediently and professionally.
Our representatives field property owner and other interested parties' questions in fluent English, Spanish, Tagalog,
Korean, and Vietnamese. They are available to respond to phone calls from 8:00 am until 5:00 pm, Monday through
Friday (excluding major holidays when
Willdan offices are closed). roisthct: LIVID 2008-1
They have been trained to respond to
questions relating to fees, charges,
assessments, and special taxes. They use
Willdan's proprietary computer system to
readily access the owner's name, the
Assessor's Parcel Number, the existing taxes
or assessments, and more; thus enabling
expedient service. To allow consistent
answers for common questions, we have
established scripts for our clients, such as:
■ What are the charges funding?
■ How long will the charge be levied?
■ Can it be paid off?
■ Will it increase?
Created By:
StaceeReynolds
Call Date:
09110/2015
Caller's Narne:
Wayde
Type of Caller:
Other (See Corn me
Reason for Call:
Othef (See Commen-.'l
Resolution:
Referred Caller to Attornev
Comments Apply To Districts
Informed the caller that there were no formation for the current FY. Referred to City
for additional information on formations_
We will meet with your staff to discuss appropriate answers to these and other pertinent questions; likewise, we will
provide our property owner service representatives with an authorized script. In addition, our property owner service
representatives will keep a phone call log, a sample call log has been provided above.
VVI LLDAN Creation, Modification & Preparation of 29
Annual Levy of Special Districts
Exceptions of the City's RFR
Willdan's attorney has reviewed the City's sample Agreement, and we kindly request the City's consideration of the
contract exceptions outlined below. Revised language has been underlined.
20. INDEMNIFICATION AND LIABILITY.
(A) To the fullest extent permitted by law, CONSULTANT shall defend (with legal counsel reasonably
acceptable to CITY), indemnify and hold harmless CITY and its officers, agents, departments, officials, representatives
and employees (collectively "Indemnitees") from and against any and all claims, loss, cost, damage, injury (including,
without limitation, economic harm, injury to or death of an employee of CONSULTANT or its subconsultants), expense
and liability of every kind, nature and description that arise from or relate to (including, without limitation, incidental and
consequential damages, court costs, attorneys' fees, litigation expenses and fees of expert consultants or expert
witnesses incurred in connection therewith and costs of investigation) that to the extent arise from or relate to, directly
eF .Ji Fe G+h.(1) P`ONS II TANT's peFfeFinanGe of Se ndeF this A. Feemen+eF any .ter+
�, in whole or in part, from: ,
thereof; (including any additional seFViGes autherized by CITY ; writing) (21) any negligent act or omission of
CONSULTANT, any subconsultant, anyone directly or indirectly employed by them, or anyone that they control; (4 -')
any actual or alleged infringement of the patent rights, copyright, trade secret, trade name, trademark, service mark or
any other intellectual or proprietary right of any person or persons in consequence of the use by CITY, or any other
Indemnitee, of articles or Services to be supplied in the performance of this Agreement; or (4,) any breach of this
Agreement (collectively "Liabilities"). Such obligations to defend, hold harmless and indemnify any Indemnitee shall not
apply to the extent such Liabilities are caused by the sole negligence or willful misconduct of such Indemnitee, but shall
apply to all other Liabilities. The foregoing shall be subject to the limitations of California Civil Code section 2782.8 as
to any design professional services performed by CONSULTANT and in particular the limitation on CONSULTANT's
duty to defend whereby such duty only arises for claims relating to the negligence, recklessness or willful misconduct
of CONSULTANT as well as the limitation on the cost to defend whereby CONSULTANT will only bear such cost in
proportion to CONSULTANT's proportionate percentage of fault (except as otherwise provided in section 2782.8).
WI LLDAN Creation, Modification & Preparation of 30
Annual Levy of Special Districts
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WrWILLDAN
27368 Via Industria, Suite 200
Temecula, CA 92590-4856
951.587.3500 1800.755.6864 1 Fax: 951.587.3510
www.wilidan.com
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Professional Assessment Engineering
Services -Creation, Modification and
Preparation of Annual Levy of Special
Districts
PROPOSAL # LMD-21-22-11
TABLE OF CONTENTS
PROPOSAL # LMD-21-22-11
Professional Assessment Engineering Services - Creation, Modification and Preparation of Annual Levy
of Special Districts
City of Santa Clarita, California
SECTION A
NOTICE INVITING PROPOSALS
PROPOSAL INSTRUCTIONS
DOCUMENT CHECKLIST
SECTION B
SCOPE OF WORK
RESPONSE FORMAT AND SELECTION CRITERIA
SECTION C
NOTICE TO PROPOSERS REGARDING CONTRACTUAL REQUIREMENTS
DESIGNATION OF SUBCONTRACTORS/SUBCONSULTANTS
REFERENCES
ACKNOWLEDGEMENT AND ACCEPTANCE OF SCOPE OF WORK
SECTION D
SAMPLE PROFESSIONAL SERVICES AGREEMENT
PROFESSIONAL SERVICES AGREEMENT CONTRACT PROVISIONS
SUBCONTRACTOR CLAUSES
ATTACHMENTS
SAMPLE ENGINEER REPORTS
SECTION A
RFP Information & Instructions
CITY OF SANTA CLARITA NOTICE INVITING PROPOSALS
Project Name: Professional Assessment Engineering Services - Creation, Modification and
Preparation of Annual Levy of Special Districts
Proposal #: LMD-21-22-11
Proposal Closing: November 5, 2021 at 11:00 AM PST
Last Day for Questions: October 27, 2021 at 11:00 AM PST
Estimated Contract
Value: $100,000
Project Description: The City of Santa Clarita is seeking consultants to oversee managing the annual
levy, creation and annexations, both City and developer driven, of multiple
special assessment districts throughout the City. The management will include
all administrative tasks including, but not limited to, notifications, annual
budgets, engineers reports, annexations, Proposition 218 balloting and citizen
inquiries on property tax bill.
Prevailing Wage: No
Required Contractor Only bids submitted by bidders (along with all listed subcontractors) that are
& Subcontractor currently registering and qualified to perform public work pursuant to Labor
Registration: Code Section 1725.5.
Bond Requirements: No
Contact Information: Jonathan Cosh, Buyer; Phone: (661) 286-4187, Email: jcosh@santa-clarita.com
Specifications for this request for proposals (RFP) may be downloaded from the City's Purchasing website
at: www.bidnetdirect.com//cityofsantaclarita. Please refer to specifications for complete details and RFP
requirements. The specifications in this notice shall be considered a part of any contract made pursuant
thereto. A paper copy of the RFP documents is available upon request in the City Clerk's office, suite 120.
RFP Questions must be submitted electronically via the BidNet "Question and Answer" tab.
Addenda, if issued by the CITY, will be transmitted on BidNet. Addenda must be digitally acknowledged
via BidNet in addition to a printed and signed version submitted with the proposal response. If addenda
are not signed and submitted with the proposal response, the submission may be deemed non-
responsive and rejected.
Dates Published: October 12, 2021
PROPOSAL INSTRUCTIONS
PROPOSAL # LMD-21-22-11
Professional Assessment Engineering Services - Creation, Modification and Preparation Of Annual Levy
Of Special Districts
City of Santa Clarita, California
1. SUBMITTING PROPOSALS.
1.1. The response must be submitted on this form and include all forms provided or information
requested or required by the scope of work or specifications, (uploaded via BidNet).
1.2. All documentation of unit pricing or other cost breakdowns as outlined in this proposal must be
submitted to support the total proposed price.
1.3. Proposals/corrections received after the closing time will not be accepted. The City will not be
responsible for proposals not properly or timely, uploaded. Upon award, all submissions become
a matter of public record.
2. ADDENDA. The City will not accept responsibility for incomplete packages or missing addenda. It is
the vendor's responsibility to monitor BidNet for release of the addenda prior to submission of the
quote to make certain the package is complete and all required addenda are included. This
information will be available via BidNet. Vendors are cautioned against relying on verbal information
in the preparation of proposal responses. All official information and guidance will be provided as
part of this solicitation or written addenda. Addenda, if issued by the Agency, will be transmitted via
BidNet. Addenda must be digitally acknowledged through BidNet in addition to a printed and signed
version submitted with the proposal. If addenda are not signed and submitted with the proposal
response, the proposal may be deemed non -responsive and rejected.
3. AWARDS.
3.1. The City reserves the right to waive any informality in any proposal.
3.2. This RFP does not commit the City to award a contract, or to pay any amount incurred in the
preparation of the proposal. The City reserves the right to accept or reject all proposals received
as a result of this request, to negotiate with any qualified consultant, or to cancel this RFP in part
or in its entirety. The City may require the selected consultant to participate in negotiations and
to submit such technical, price, or other revisions of the proposal as may result from negotiations.
The City reserves the right to extend the time allotted for the proposal, and to request a best and
final offer, should it be in its best interest to do so.
3.3. The proposal may be awarded in its entirety as proposed; however, the City reserves the right to
award elements of the work, independently, and to do portions "in-house." Additionally, the City
reserves the right to award subsequent work on this project based on information presented in
this proposal, without recourse to a separate or subsequent RFP process, should it be in its best
interest to do so.
3.4. The City may make an award based on partial items unless the proposal submitted is marked "All
or none." Where detailed specifications and/or standards are provided the City considers them
to be material and may accept or reject deviations. The list of proposals submitted will be posted
on BidNet, normally within 24 hours.
4. BRAND NAMES, ALTERNATIVES, OR EQUIVALENTS.
4.1. The use of the name of a manufacturer, or any specific brand or make, in describing any item
contained in the solicitation document does not restrict vendors to the manufacturer or specific
article, this means is being used simply to indicate a quality and utility of the article desired; but
the goods on which bids/quotes/proposals are submitted must in all cases be equal in quality
and utility to those referred to. This exception applies solely to the material items in question
and does not supersede any other specifications or requirements cited. Materials differing from
stated specifications may be considered, provided such differences are clearly noted and
described, and provided further that such articles are considered by a City official to be in all
essential respects in compliance with the specifications.
4.2. If you plan on bidding/quoting/submitting a proposal with an alternative or equivalent product
please provide the cut sheet/spec sheet or detailed product description for the proposed
product via the BidNet Q&A section. For each product proposed documentation provided must
include a description reflecting the characteristics and level of quality that will satisfy the salient
physical, functional, or performance characteristics of "equal" products specified in the
solicitation. The proposal must also clearly identify the item by brand name (if any), and
make/model number. In addition, the proposal may include descriptive literature such as
illustrations, drawings, or a clear reference to previously furnished descriptive data or
information available to the City, and clearly describe any modifications the offeror plans to
make in a product to make it conform to the solicitation requirements. Staff will provide an
answer via BidNet if the proposed product will be considered.
4.3. Any alternatives or equivalent product proposals must be made prior to the last day for
questions. The City has the option of accepting or rejecting any alternative or equivalent
product. Exception is made on those items wherein identical supply has been determined a
necessity and the notation NO SUBSTITUTE has been used in the specification section.
5. COOPERATIVE BIDDING. Other public agencies may be extended the opportunity to purchase off this
solicitation with the agreement of the successful vendor(s) and the City. The lack of exception to this
clause in vendor's response will be considered agreement. However, the City is not an agent of,
partner to or representative of these outside agencies and is not obligated or liable for any action or
debts that may arise out of such independently negotiated "piggy -back" procurements.
6. DELIVERY. Unless otherwise specified, delivery shall be D.D.P., the City of Santa Clarita, site of user
division and contract delivery may begin no later than fifteen (15) calendar days from receipt of order.
7. INVOICES. Invoices will be forwarded to:
City of Santa Clarita
NS - Special Districts
Attn: Kevin Tonoian
23920 Valencia Blvd. Ste. 295
Santa Clarita, CA 91355-2196
Invoices will reflect the purchase order # and goods or service delivered in accordance with the terms
of the contract. Invoice processing begins on receipt of the material or invoice, whichever is later.
8. PREPARATION. All proposals and required forms must be uploaded as laid out in the Bid Net General
Attachments Section.
9. REJECTION. The City reserves the right to reject any or all proposals and to waive any informality in
any proposal. The City may reject the proposal of any vendor who has previously failed to perform
properly, or complete on time, contracts of a similar nature, or to reject the proposal of a vendor who
is not in a position to perform such a contract satisfactorily. The City may reject the proposal of any
vendor who is in default of the payment of taxes, licenses or other monies due to the City of Santa
Clarita.
10. RENEWAL AND PRICING ADJUSTMENT. Contracts entered into pursuant to this RFP may be renewed
annually, up to three times, in accordance with the terms of the contract. If not otherwise stated, the
contract may be renewed if the new pricing of the contract does not change more than the Consumer
Price Index - All Urban Consumers (not seasonally adjusted), Los Angeles Area -Riverside -Orange
county area and prevailing wage rates, if applicable. The index level for the month preceding the
month of solicitation advertisement will become the beginning index. The price adjustment limit will
be the percentage change based on the difference between the beginning level or the adjustment
level last used and the index level for the period 90 days prior to the award anniversary. The final
adjusted amount will be determined by purchasing staff. If a price adjustment is not requested prior
to the award anniversary date, the previous year's rates will apply. Proposer shall honor proposal
prices for One -Hundred and Twenty Days (120 days) or for the stated contract period, whichever is
longer.
11. SUBCONTRACTORS. For all projects, the vendor must list any subcontractors/subconsultants that will
be used, the work to be performed by them, and total number of hours or percentage of time they
will spend on the project.
Each proposer must submit with their proposal the following:
• The Full name of each subcontracting firm as required by Government Code, Sec. 4201, typed or
legibly printed.
• The address of each firm.
• The telephone number at the place of business.
• Work to be performed by each subcontracting firm.
• Total approximate dollar amount of each subcontract.
• If sub -contractor is participating as a Disadvantaged Business Enterprise (DBE), the following
additional information is required on the "Designation of Subcontractors" form enclosed:
➢ Status as a DBE, age of the firm and the annual gross receipts.
• Submit the "Designation of Subcontractors" form enclosed herewith. No Contract shall be
considered unless such list is submitted as required.
Copies of subcontracts will be provided to the City Engineer upon their request.
12. TERMINATION. The City may terminate any purchase, service or contract with or without cause either
verbally or in writing at any time without penalty.
The City of Santa Clarita's "Terms and Conditions" is found on a separate attachment in BidNet.
DOCUMENTS CHECKLIST
PROPOSAL # LMD-21-22-11
Professional Assessment Engineering Services - Creation, Modification and Preparation Of Annual Levy
Of Special Districts
City of Santa Clarita, California
In addition to the items requested for the proposal the following documents are required to be
completed and submitted by the proposer.
The following documents must be provided by ALL proposers:
Uploaded via BidNet (see Section C)
❑ Response File
❑ Cost File (to be submitted separately from Response File)
❑ Notice to Proposers Regarding Contractual Requirements
❑ Designation of Subcontractors/Subconsultants
❑ References
❑ Acknowledgement and Acceptance of Scope of Work
❑ All signed addendums (if any) —Digitally acknowledged on BidNet in addition to uploaded via
BidNet
The following documents must be provided by the AWARDEE ONLY (With Agreement)
Delivered to City Hall, Attn: Kevin Tonoian
❑ Professional Services Agreement
❑ Insurance Required by Contract
❑ W-9 Form
SECTION B
Solicitation Information
SCOPE OF WORK
PROPOSAL # LMD-21-22-11
Professional Assessment Engineering Services - Creation, Modification and Preparation of Annual Levy
of Special Districts
City of Santa Clarita, California
EVENT
Solicitation advertisement
Last day for questions
Return of proposals
Evaluations of proposals
Recommendation to awarding body
Contract award
Contract start date
DATE
October 12, 2021
October 27, 2021
November 5, 2021
November 8 - 12, 2021
December 14,2021
December 2021
January 2022
The City of Santa Clarita is seeking consultants to oversee managing the annual levy, creation and/or
annexations, both City and developer driven, of multiple special assessment districts throughout the City.
The management will include all administrative tasks including, but not limited to, notifications, annual
budgets, engineers reports, annexations, Proposition 218 balloting and citizen inquiries on property tax
bill.
The City currently has six Special Assessment Districts and one Stormwater Fee District:
• Landscape Maintenance District
• Streetlight Maintenance District
• Drainage Benefit Assessment Areas
• Open Space Preservation District
• Golden Valley Open Space Preservation District
• Vista Canyon Water Stand-by District
• Stormwater Pollution Prevention Fee
The Drainage Benefit Assessment Areas are located throughout the City and were established to fund the
maintenance of various improvements in these areas. The district is comprised of fifteen (15) areas of
benefit.
The Landscape Maintenance District comprises sixty-one (61) individual zones including numerous
annexations. These areas are located throughout the City and were established to fund the maintenance
of various landscaped facilities.
The Streetlight Maintenance District No. 1 was established to collect funds to cover the expenses for
energy and maintenance of a majority of streetlights in the City. The City acquired the streetlight system
from Southern California Edison, encompassing approximately 17,500 poles, in calendar year 2019.
The Open Space Preservation District was established to generate funds for the acquisition, preservation,
improvement and maintenance of parks, parkland and open space within and around the perimeter of
the City of Santa Clarita.
As a condition of the approval of the Golden Valley Ranch Development, the formation of an open space
maintenance district was required. In November 2003, Council approved the formation of an open space
maintenance district which consists of approximately 920 acres of natural, undeveloped space within the
Golden Valley Ranch Development in the east side of the City.
The City of Santa Clarita Stormwater Pollution Prevention Fee is levied per Chapter 15.50 of the Santa
Clarita Municipal Code and the California Health and Safety Code Section 5471.
In November 2017, the City Council approved an Engineer's Report creating and annexing parcels into the
Vista Canyon Wastewater Standby District. A standby assessment and sewer rate were established in
accordance with the applicable state law including Article XIIID of the State Constitution and Health and
Safety Code, Section 5470, to support operations and capital replacements costs associated with the
future Vista Canyon Recycled Water Facility.
1. Obiective(s)/Work Products:
Annual Administration/Assessment Levy Services for the Landscape Maintenance District,
Streetlight Maintenance District, Open Space Preservation District and Golden Valley Open
Space Preservation District in compliance with the provisions of the Landscape and Lighting
Act of 1972 will be used in completing the work. This scope of work assumes that there will
be no increases in maximum assessment rates as defined by Article XIIID of the California
Constitution (Proposition 218) and the Proposition 218 Omnibus Implementation Act with
the exception of a potential consumer price index (CPI) escalation within LIVID zones where
a CPI escalation provision has been previously authorized.
Annual Administration/Assessment Levy Services for the Drainage Benefit Assessment Areas
in compliance with the provisions of the Benefit Assessment Act of 1982. This scope of work
assumes that there will be no increases in maximum assessment rates as defined by Article
XIIID of the California Constitution (Proposition 218) and the Proposition 218 Omnibus
Implementation Act with the exception of a potential consumer price index (CPI) escalation
within LIVID zones where a CPI escalation provision has been previously authorized.
Annual Administration/Assessment Levy Services for the Stormwater Pollution Prevention Fee
in compliance with the provisions of Chapter 15.50 of the Santa Clarita Municipal Code and
the California Health and Safety Code Section 5471. This scope of work assumes that there
will be no increases in maximum assessment rates as defined by Article XIIID of the California
Constitution (Proposition 218) and the Proposition 218 Omnibus Implementation Act beyond
the potential exercise of the previously authorized CPI escalation provision.
Annual Administration
1) Research. Obtain all available information from the City regarding the district,
including the current District database file, the updated Assessor's Roll, a
current copyof the Assessment Diagram, including any recent annexations into
the district, a listing of projected expenditures and revenues, and any other
pertinent additional information including historical policy decisions
previously reached by the City concerning the levying of specific parcels.
2) Database Development. Provide parcel summaries for the original district and
annexations based on last year's assessment information. Update the current
database with the new Assessor's parcel information from the County and any
new annexation information from the City and provide updated summaries
for the current fiscal year.
3) Meetings and Coordination. Meet with City staff to review the district, receive
budgets and other necessary information, and confirm the schedule. Conduct
one status meeting in conjunction with the draft Engineer's Reports, and make
members of consultants' staff available as -needed for telephone
consultation. Attend the City Council meetings considering the Resolution of
Intention and the public hearing, and provide technical support and answer
questions. Total of up to four (4) meetings.
4) Estimated Budgets. Review budgets for the upcoming fiscal year by establishing
projected costs based on prior year estimates and actual/projected changes in
costs and improvements.
5) Engineer's Report. Prepare the Engineer's Reports setting the annual assessment
rates for the next fiscal year based on budget estimated from the City. The
Engineer's Reports will also incorporate any new annexations into the district
during the previous year. Furnish up to five (5) copies of the draft report for
reviewand comment. Furnish up to twenty (20) copies of the finalized report and
up to two (2) copies of the Preliminary Assessment Roll for processing and filing.
6) Submittal to the County Auditor -Controller. After confirmation of assessments,
prepare an Assessment Roll in electronic format, as required by the County
Auditor- Controllerfor inclusion of assessments on the propertytax bills. Submit
the roll to the County and, after receipt of the County's exception report, make
any required corrections. Deliver up to two (2) hard copies of the accepted
Assessment Roll to the City.
7) Preparation of Handbills. Prepare and mail invoices (handbills) to all property
owners whose proposed annual assessment/charge for their parcel could not be
applied to the County tax roll (parcels for which the County does not generate a
tax bill). These invoices would be provided in two installments, similar to the
County tax bills, and would be payable directly to the City.
b. Formation, Maximum Rate Increase, or Annexation of Landscape Maintenance District,
Streetlight Maintenance District and Drainage Benefit Assessment Areas.
The formation, annexation or maximum rate change services will be performed under
the authority of the Landscape and Lighting Act of 1972 and Proposition 218. This scope
assumes that the annexation proceedings will be separate from the annual renewal
process, and that separate Annexation Engineer's Reports and diagrams will be
provided.
The formation, annexation or maximum rate change services will be performed under
the authority of the Benefit Assessment Act of 1982 and Proposition 218. This scope
assumes that the annexation proceedings will be separate from the annual renewal
process, and that separate Annexation Engineer's Reports and diagrams will be
provided.
1) Initial Meeting. Meet with City staff to discuss in detail the locations of the
districts, the different levels of maintenance, if any, strategies for approaching
the benefit analysis and cost apportionment, budget requirements for the
current and future fiscal years, time frames, noticing, and other considerations.
2) Research. Obtain all available information from the City regarding the new
annexations, including electronic map files from the City's GIS, the County
Assessor's information, and other available information. Create a database of
owner names and mailing addresses, and other pertinent information relating
to the parcels.
3) Annexation Engineer's Report. Prepare a draft Annexation Engineer's Report
based on the requirements of State Codes. Prepare an Assessment Diagram to
describe the new boundaries and/or modifications to boundaries of existing
zones. Submit up to five (5) copies of the draft Report. Meet with City staff to
discuss comments. Finalize the Annexation Engineer's Report based on
comments received from City staff and property owners and submit up to
twenty (20) copies for processing and filing. Two (2) copies of the Preliminary
Assessment Roll will also be submitted. The numbers of copies represent a
maximum and staff may request fewer copies.
4) Resolution of Intention. Attend the City Council meeting involving approval of
the Annexation Engineer's Report and adoption of a Resolution of Intention to
establish into a Maintenance District and levy an assessment. Staff may excuse
attendance depending on the complexity of the report.
5) Notice of Public Hearing/Ballot. Prepare and coordinate printing and mailing
services to mail individual notices/ballots to all property owners within the
proposed areas of annexation, as required by the 1972 Act and Article XIIID of
the California Constitution. This includes printing of notices and ballots, stuffing
in City provided envelopes, and delivery to the City for mailing.
6) Public Hearing. Attend the Public Hearing to present the Annexation Engineer's
Report, provide technical support and answer questions. Tabulate the ballots
after the conclusion of the Public Hearing. If required, revisions will be made to
the Engineer's Report after the public hearing, as directed by the City Council.
Staff may excuse attendance depending on the complexity of the report.
c. Consulting Services
The City may request consulting services outside of the services specified above.
d. Special projects on a case by case basis
The City may request additional services related to district administration and/or
formation services not specifically identified above.
2. Work Statement:
Proposer will provide overview of experience delivering assessment engineering services as
identified in Section No. 1 (Objective(s)/Work Product).
3. Required Qualifications:
Qualified bidders must have a minimum of three years managing similar special districts within
the state of California.
4. Time Schedule:
Consultant to identify milestones with anticipated completion dates.
RESPONSE FORMAT AND SELECTION CRITERIA
PROPOSAL # LMD-21-22-11
Professional Assessment Engineering Services - Creation, Modification and Preparation of Annual Levy
of Special Districts
City of Santa Clarita, California
Submitted proposals must follow the format outlined below and all requested information must be
supplied. Failure to submit proposals in the required format may result in elimination from proposal
evaluation.
Unnecessarily complex or decorative proposals are not desired.
Each proposal must be submitted in two parts. Part I must relate to the Technical Proposal and Part II
must relate to the Cost Proposal.
15-311111111111199WEVAT-iffil
i. Technical Proposal:
Cover Letter - Must include the name, address, and telephone number of the company, and
be signed by the person or persons authorized to represent the firm.
Table of Contents - Clearly identify material contained in the proposal by section and page
number.
Introduction (Section 1) - Contents to be determined by contractor.
Background (Section 2) -
a)
Discuss your firm's major focus (administration, law, engineering, etc.).
b)
Describe your firm's ownership structure, including information with
respect to financial resources and technology investment capabilities.
c)
Describe your firm's experience with respect to the discipline requested.
Clearly differentiate between the experience of the firm and the prior
experience of individuals in the firm. Include discussion of unique
qualifications that sets your firm apart from others, including the
experience of key personnel.
d)
Describe any innovations in special assessment district management which
your firm has developed.
e)
List the agencies, number of districts, and aggregate parcel counts which
your firm levied on the 2020-21 tax roll.
f)
Indicate the number of special assessment district annexations by your
firm during the past twelve (12) months.
g)
Submit information regarding the approach your company will take and a
proposed timeline for completion for each milestone for the management
of the districts.
h)
Provide the names of contact person(s) for agencies in which your firm has
provided special district consulting services. List the specific services
provided for each. Experience listed should include a minimum of three (3)
references.
i) Provide a list of other agencies for which you provide similar services in the
state of California.
j) Provide a scope of services.
Personnel (Section 3) — Identify the consultant in charge of each service area for this
project. Designate the individual(s) who will be working on day-to-day activities with City
staff. Provide a brief description of their experience. Substitution of project manager
and/or lead personnel will not be permitted without prior written approval of the City.
Tasks (Section 4) — Outline in detail the tasks your firm will perform to produce
information and services requested under the "Scope of Work" section. Indicate any
additional tasks necessary.
Subcontractors (Section 5) — List any subcontractors anticipated on this project along with
their specific tasks and references. Provide subcontractor staff resumes if requested.
City Resources (Section 6) — Describe any City services and City staff resources needed to
supplement contactor activities to achieve identified objective(s).
Conflict of Interest (Section 7) —Address possible conflicts of interest with other clients
affected by actions performed by the firm on behalf of the City. Although the bidder will
not be automatically disqualified by reason of work performed for other parties, the City
reserves the right to consider the nature and extent of such work in evaluating the
proposal.
Additional Data (Section 8) — Provide other essential data that may assist in the evaluation
of this proposal.
Cost Proposal:
The cost proposal should be a separate, uploaded item of the proposal response.
The Cost Proposal must list the name and complete address of the bidder in the upper, left-
hand corner.
Provide an overall cost estimate for the services your firm would provide under this
proposal in addition to a cost estimate broken down by service provided below.
Reoccurring Services
Annual Levy of Special Districts:
Landscape Maintenance District
Annual Levy (1972 Act) Administration: $
Streetlieht Maintenance District
Annual Levy (1972 Act) Administration: $
Drainage Benefit Assessment Areas
Annual Levy (1982 Act) Administration: $
Golden Valley Open Space:
Annual Levy (1972 Act) Administration: $
Open Space Maintenance District:
Annual Levy (1972 Act) Administration:
Stormwater Pollution Prevention Fee:
Health & Safety Code Sec.5471 Administration:
Vista Canyon Water Stand-by District*:
Health & Safety Code Sec.5470 Administration:
*Resolution and levy services only
As -Needed Services
Landscape Maintenance District:
District/Zone Formation/Annexation:
District/Zone Formation/Annexation:
Perform Maximum Rate Change:
Perform Maximum Rate Change:
Streetlight Maintenance District:
District/Zone Formation/Annexation:
District/Zone Formation/Annexation:
Perform Maximum Rate Change:
Perform Maximum Rate Change:
Drainage Benefit Assessment Areas:
District/Zone Formation/Annexation
District/Zone Formation/Annexation
Perform Maximum Rate Change:
Perform Maximum Rate Change:
B. PROPOSAL SUBMISSION
$ /per parcel
$ /per annexation
$ /per parcel
$ /per annexation
$ /per parcel
$ /per annexation
$ /per parcel
$ /per annexation
$ /per parcel
$ /per annexation
$ /per parcel
$ /per annexation
All proposals must be submitted according to specifications set forth in Section 8 (a) -
Contents of Proposal and this section. Failure to adhere to these specifications may be cause
for rejection of proposal.
I. Signature. An authorized representative of the bidder should sign all proposals.
II. Due Date. All proposals must be received as noted in the "Instructions" section.
Late bids/proposals will not be accepted. Any correction or resubmission done by the
proposer will not extend the submittal due date.
III. Addenda. City may modify the proposal and/or issue supplementary information or
guidelines relating to the RFP during the proposal preparation period of XX/XX/XX to
XX/XX/XX. Proposers are cautioned against relying on verbal information in the preparation
of proposal responses. All official information and guidance will be provided as part of this
solicitation or written addenda.
IV. Resection. A proposal may be deemed non -responsive and may be immediately rejected
if:
- It is received at any time after the exact date and time set for receipt of proposals and/or;
- It is not prepared in the format prescribed and/or;
- It is signed by an individual not authorized to represent the firm.
V. Disposition of Proposals. The City reserves the right to reject any or all proposals. All
responses become the property of the City. A copy of the proposal shall be retained for City
files.
VI. Proposal Changes. Once submitted, proposals, including the composition of the
contracting team, cannot be altered without the prior written consent of the City. All
proposals constitute an offer to the City and may not be withdrawn for a period of one
hundred and twenty (120) days after the last day to accept proposals.
VII. Proposal Evaluation and Contractor Selection. An evaluation panel comprised of
representatives from the requesting department will evaluate all proposals to determine
responsiveness to the RFP. The panel will recommend the selection of the responsible
Proposer whose proposal is most advantageous to the City. Accordingly, the City may not
necessarily make an award to the Proposer with the highest technical ranking nor award to
the Proposer with the lowest Price Proposal if doing so would not be in the overall best
interest of the City.
The overall criteria listed below are listed in relative order of importance. As proposals are
considered by the City to be more equal in their technical merit, the evaluated cost or price
becomes more important so that when technical proposals are evaluated as essentially
equal, cost or price may be the deciding factor.
a) Quality and appropriateness of experience and previous projects
b) Qualifications of staff assigned to client
c) Thoroughness of proposal, approach to providing sound services and ability to
provide services to meet objectives
d) Cost of services provided
During the selection process, the evaluation panel may wish to interview bidders with scores
above a natural break. Should an interview process take place the results of the interview
will carry great weight in the selection process. The City reserves the right to make a
selection solely on the basis of the proposals without further contact.
SECTION C
Forms
NOTICE TO PROPOSERS REGARDING CONTRACTUAL REQUIREMENTS
PROPOSAL # LMD-21-22-11
Professional Assessment Engineering Services - Creation, Modification and Preparation of Annual Levy
of Special Districts
City of Santa Clarita, California
1. SUMMARY OF CONTRACT REQUIREMENTS
a. A contract is required for any service performed on behalf of the City. Work cannot
begin until the contract has been fully executed by both parties.
2. SUMMARY OF INSURANCE REQUIREMENTS
a. These are the Insurance Requirements for Contractors providing services or supplies to
the City. By agreeing to perform the work or submitting a proposal, you verify that you
comply with and agree to be bound by these requirements. When Contract documents
are executed, the actual Contract language and Insurance Requirements may include
additional provisions as deemed appropriate by City's Risk Manager.
b. You should check with your Insurance advisors to verify compliance and determine if
additional coverage or limits may be needed to adequately insure your obligations
under this agreement. These are the minimum required and do not in any way
represent or imply that such coverage is sufficient to adequately cover the Contractor's
liability under this agreement. The full coverage and limits afforded under Contractor's
policies of Insurance shall be available to Buyer and these Insurance Requirements shall
not in any way act to reduce coverage that is broader or includes higher limits than
those required. The Insurance obligations under this agreement shall be: 1—all the
Insurance coverage and limits carried by or available to the Contractor; or 2—the
minimum Insurance requirements shown in this agreement, whichever is greater. Any
insurance proceeds in excess of the specified minimum limits and coverage required,
which are applicable to a given loss, shall be available to City.
c. Contractor shall furnish the City with original Certificates of Insurance including all
required amendatory endorsements and a copy of the Declarations and Endorsement
Page of the CGL policy listing all policy endorsements to City before work begins. City
reserves the right to require full -certified copies of all Insurance coverage and
endorsements.
3. INSURANCE
a. General Insurance Requirements
i. All insurance shall be primary insurance and shall name City of Santa Clarita as
an additional insured. The naming of an additional insured shall not affect any
recovery to which such additional insured would be entitled under the policy if
not named as an additional insured, and an additional insured shall not be held
liable for any premium or expense of any nature on the policy or any extension
thereof solely because they are an additional insured thereon.
ii. If the operation under this Agreement results in an increased or decreased risk
in the opinion of the City's Risk Manager, then Consultant agrees that the
minimum limits hereinabove designated shall be changed accordingly upon
written request by the Risk Manager.
iii. Consultant agrees that provisions of this Section as to maintenance of insurance
shall not be construed as limiting in any way the extent to which Consultant may
be held responsible for the payment of damages to persons or property
resulting from Consultant's activities, the activities of its subconsultants, or the
activities of any person or persons for which Consultant is otherwise
responsible.
iv. A Certificate of Insurance, and an additional insured endorsement (for general
and automobile liability), evidencing the above insurance coverage with a
company acceptable to the City's Risk Manager shall be submitted to City prior
to execution of this Agreement on behalf of the City.
v. The terms of the insurance policy or policies issued to provide the above
insurance coverage shall provide that said insurance may not be amended or
canceled by the carrier, for nonpayment of premiums otherwise, without 30
days prior written notice of amendment or cancellation to City. In the event the
said insurance is canceled, Consultant shall, prior to the cancellation date,
submit new evidence of insurance in the amounts heretofore established.
vi. All required insurance must be in effect prior to awarding this Agreement, and it
or a successor policy must be in effect for the duration of this Agreement.
Maintenance of proper insurance coverage is a material requirement of this
Agreement, and the failure to maintain and renew coverage or to provide
evidence of renewal may be treated by the City as a material breach of contract.
If Consultant, at any time during the term of this Agreement, should fail to
secure or maintain any insurance required under this Agreement, City shall be
permitted to obtain such insurance in Consultant's name at Consultant's sole
cost and expense, or may terminate this Agreement for material breach.
vii. Without limiting any other Consultant obligation regarding insurance, should
Consultant's insurance required by this Agreement be cancelled at any point
prior to expiration of the policy, Consultant must notify City within 24 hours of
receipt of notice of cancellation. Furthermore, Consultant must obtain
replacement coverage that meets all contractual requirements within 10 days of
the prior insurer's issuance of notice of cancellation. Consultant must ensure
that there is no lapse in coverage.
b. General Liability and Property Damage Insurance
i. Consultant agrees to procure and maintain general liability and property
damage insurance at its sole expense to protect against loss from liability
imposed by law for damages on account of bodily injury, including death
therefrom, and property damage, suffered or alleged to be suffered by any
person or persons whomsoever, resulting directly from any act or activities of
Consultant, its subconsultants, or any person acting for Consultant or under its
control or direction, and also to protect against loss from liability imposed by
law for damages to any property of any person caused directly or indirectly by
or from acts or activities of Consultant, or its subconsultants, or any person
acting for Consultant, or under its control or direction. Such public liability and
property damage insurance shall also provide for and protect City against
incurring any legal cost in defending claims for alleged loss. Such general
liability and property damage insurance shall be maintained in the following
minimum limits: A combined single -limit policy with coverage limits in the
amount of $1,000,000 per occurrence will be considered equivalent to the
required minimum limits.
c. Automotive Insurance
i. Consultant shall procure and maintain public liability and property damage
insurance coverage for automotive equipment with coverage limits of not less
than $1,000,000 combined single limit. If Consultant does not use automobiles
in performing its work under this Agreement, Consultant shall provide a waiver
releasing City from all liability resulting from Consultant's use of personal
vehicles under this Agreement.
d. Worker's Compensation Insurance
i. Consultant shall procure and maintain Worker's Compensation Insurance in the
amount of $1,000,000 per occurrence or as will fully comply with the laws of the
State of California and which shall indemnify, insure, and provide legal defense
for both Consultant and City against any loss, claim, or damage arising from any
injuries or occupational diseases happening to any worker employed by
Consultant in the course of carrying out this Agreement.
ii. Waiver of Subrogation: The insurer(s) agree to waive all rights of subrogation
against City, its elected or appointed officers, officials, agents, volunteers and
employees for losses paid under the terms of the workers compensation policy
which arise from work performed by Consultant for City.
Questions and requests for modification of these terms must be negotiated and approved prior to bid
closing and are at the full discretion of the City.
I have read and understand the above requirements and agree to be bound by them for any work
performed for the City.
Authorized Signature:
Printed Name:
Date:
DESIGNATION OF SUBCONTRACTORS/SUBCONSULTANTS
PROPOSAL # LMD-21-22-11
Professional Assessment Engineering Services - Creation, Modification and Preparation of Annual Levy
of Special Districts
City of Santa Clarita, California
The City of Santa Clarita has adopted a Disadvantaged Business Enterprise (DBE) Program to support federally funded procurements. The City
strongly encourages the participation of small and Disadvantaged Business Enterprises in its federally funded projects and this site is intended to
provide assistance to such businesses. Listed below are the names and locations of the places of business of each subcontractor, supplier, and
vendor who will perform work or labor or render service in excess of % of 1 percent, or $10,000 (whichever is greater) of the prime contractor's
total bid: DBE status, age of firm and annual gross receipts are required if sub -contractor is participating as a DBE. If no Subcontractors will be
used fill out the form with NA. Please add additional sheets if needed.
Subcontractor
DIR Registration No.
Dollar Value of Work
�r
B�[�Yes Ple
Location and Place of Business
Bid Schedule Item No's:
Description of Work
License No.
Exp. Date: / /
Phone ( )
Subcontractor
DIR Registration No.
Dollar Value of Work
�r
�°C�Yes Pde
GeFtify'Rg n
Location and Place of Business
Bid Schedule Item No's:
Description of Work
License No.
Exp. Date: / /
Phone ( )
Subcontractor
DIR Registration No.
Dollar Value of Work
�"r
�°C�Xes PJe
Location and Place of Business
Bid Schedule Item No's:
Description of Work
License No.
Exp. Date: / /
Phone ( )
NOTE: A contractor or subcontractor shall not be qualified to propose on, be listed in a proposal, subject to the requirements of Section 4104 of
the Public Contract Code, or engage in the performance of any contract for public work, as defined in this chapter, unless currently registered
and qualified to perform public work pursuant to Section 1725.5 of the Labor Code. It is not a violation of this section for an unregistered
contractor to submit a proposal that is authorized by Section 7029.1 of the Business and Professions Code or by Section 10164 or 20103.5 of the
Public Contract Code, provided the contractor is registered to perform public work pursuant to Section 1725.5 of the Labor Code at the time the
contract is awarded.
REFERENCES
PROPOSAL # LMD-21-22-11
Professional Assessment Engineering Services - Creation, Modification and Preparation of Annual Levy
of Special Districts
City of Santa Clarita, California
The following are the names, addresses, and telephone numbers of three public agencies for which proposer
has performed work of a similar scope and size within the past 3 years. If the instructions on this form conflict
with the references requested in the scope of work, the scope of work shall govern. Complete this form out
accordingly. Fill out this form completely and upload it with your proposal.
1.
Name and Address of Owner / Agency
Name and Telephone Number of Person Familiar with Project
Contract Amount Type of Work Date Completed
2.
Name and Address of Owner / Agency
Name and Telephone Number of Person Familiar with Project
Contract Amount Type of Work Date Completed
3.
Name and Address of Owner / Agency
Name and Telephone Number of Person Familiar with Project
Contract Amount Type of Work Date Completed
The following are the names, addresses, and telephone numbers of all brokers and sureties from whom
Proposer intends to procure insurance bonds:
ACKNOWLEDGEMENT & ACCEPTANCE OF SCOPE OF WORK
PROPOSAL # LMD-21-22-11
Professional Assessment Engineering Services - Creation, Modification and Preparation of Annual Levy
of Special Districts
City of Santa Clarita, California
By providing the three (3) required signatures below, the Contractor acknowledges full understanding,
complete agreement to, and accepts in its entirety, all Scope of Work for the Bus Hydrogen Refueling
Station Consulting and Project Management Services. The Contractor will be expected to perform
maintenance practices and uphold the standards herein to the established Scope of Work throughout the
length of the contract.
*Supervisor's Signature:
Date:
*Estimator's Signature: Date:
*Owner's Signature: Date:
*All three signatures required
SECTION D
Sample Contract
SAMPLE ONLY
PROFESSIONAL SERVICES AGREEMENT
BETWEEN
THE CITY OF SANTA CLARITA AND
FOR
CON-6
Council Approval Date:
Agenda Item:
Contract Amount:
0
This AGREEMENT by and between the CITY OF XANTA CLARITA, a municipal corporation
and general law city ("CITY") and , a
("CONSULTANT"), and
is dated
1. CONSIDERATION.
(A) As partial consideration, CONSULTANT agrees to perform the Services listed in
the SCOPE OF SERVICES, below; and
(B) As additional consideration, CONSULTANT and CITY agree to abide by the terms
and conditions contained in this Agreement; and
(C) As additional consideration, CITY agrees to pay CONSULTANT a sum not to
exceed
dollars ($ ) for CONSULTANT's Services. CITY may modify this
amount as St. forth below. Unless otherwise specified by written amendment to this Agreement,
CITY will pay this sum as specified in the attached Exhibit(s) " " which is/are
incorporated by reft- ce
2. SCOPE OF SERVICES.
(A) CONSULTANT will perform Services listed in the attached Exhibit(s) "
which is/are incorporated by reference.
(B) CONSULTANT will, in a professional manner, furnish all of the labor, technical,
administrative, professional and other personnel, all supplies and materials, equipment, printing,
vehicles, transportation, office space and facilities, and all tests, testing and analyses, calculation,
and all other means whatsoever, except as herein otherwise expressly specified to be furnished by
CITY, necessary or proper to perform and complete the Services and provide the professional
Services required of CONSULTANT by this Agreement.
3. PERFORMANCE STANDARDS.
(A) By executing this Agreement, CONSULTANT represents that it has demonstrated
trustworthiness and possesses the quality, fitness and capacity to perform the Agreement in a
manner satisfactory to CITY. CONSULTANT represents that its financial resources, surety and
insurance experience, service experience, completion ability, personnel, current workload,
experience in dealing with private consultants, and experience in dealing with public agencies all
suggest that CONSULTANT is capable of performing the proposed contract and has a
demonstrated capacity to deal fairly and effectively with and to satisfy a public CITY.
(B) CONSULTANT will perform its Services in a skillful manner, comply fully with
all City established criteria, and with all applicable federal, state, and local laws, codes, and
professional standards.
(C) CONSULTANT agrees to comply with all applicable federal and state employment
laws regulations and rules including those that relate to minimum hours and wages, occupational
health and safety, workers compensation insurance and state, county and local orders.
(D) CONSULTANT will staff this Agreement with personnel qualified to adequately
and professionally form the Services.
(E) CONS LT of subcontract any portion of these Services without the
CITY's prior written appr 1.
(F) CITY's approval of any payment, or conducting of any inspection, reviews,
approvals, or oral statements, or any governmental entity's certification, will in no way limit the
CONSULTANT's obligations under this Agreement or CONSULTANT's complete responsibility
for all Services hereunder.
4. PAYMENTS.
(A) For CITY to pay CONSULTANT as specified by this Agreement and as provided
in attached Exhibit(s) " CONSULTANT must submit a detailed invoice to CITY
which lists the hours worked and hourly rates for each personnel category and reimbursable costs
(all as set forth in Exhibit(s) " " ) the tasks performed, the percentage of the task
completed during the billing period, the cumulative percentage completed for each task, the total
cost of that Services during the preceding billing month and a cumulative cash flow curve showing
projected and actual expenditures versus time to date.
(B) CITY may withhold all or a portion of payment otherwise due in the event that
Services are either improperly or not performed.
5. PROJECT COORDINATION AND SUPERVISION.
(A) CONSULTANT will assign as CONSULTANT's
Project Manager and will be responsible for job performance, negotiations, contractual matters,
and coordination with CITY's Project Manager. CONSULTANT may change its Project Manager
only with CITY consent.
(B) CITY will assign as CITY's Project Manager, will
be personally in charge of and personally supervise or perform the technical execution of the
project on a day-to-day basis on behalf of CITY, and will maintain direct communication with
CONSULTANT's Project Manager. CITY may change its Project Manager at any time with
notice to CONSULTANT.
6. NON -APPROPRIATION OF FUNDS. Payments due and payable to CONSULTANT
for current Services are within the current budget and within an available, unexhausted and
unencumbered appropriation of the CITY. In the event the CITY has not appropriated sufficient
funds for payment of CONSULTANT Services beyond the current fiscal year, this Agreement will
cover only those costs incurred up to the conclusion of the current fiscal year.
7. FAMILIARITY WITH SERVICES AND SITE.
(A) By executing this Agreement, CONSULTANT represents that it has:
(i) Carefully investigated and considered the scope of Services to be
performed; and
(ii) Carefully considered how the Services should be p ormed; and
(iii) Understands the facilities, difficultie restrictions attending
performance of the Services under this Agreement.
(B) If the Services under this Agreement Vteperformed upon any site, or otherwise
require CONSULTANT to access a site, by executing this Agreement CONSULTANT represents
that it has or will investigate the site and is or will be fully acquainted with the conditions there
existing, before commencing the Services under this: Agreement.
8. TERM. ALN
i
(A) The term of this Agreement will be from _ to
Unless otherwise determined by written amendment between the parties, this Agreement will
terminate in the following instances: (1) Completion of the Services specified in Exhibit(s)
" ", or (2) Termination pursuant to Section 17 TERMINATION.
(B) Except as otherwise separately and expressly provided by the CITY in writing, the
provisions of this Agreement shall: survive any expiration, breach, or termination of this
Agreement, and any completion of the Services.
9. TIME F04# RFORXANCE.
CONSULTANT will not perform any Services under this Agreement until:
(A) CONSULTANT furnishes proof of insurance as required under Section 24
INSURANCE; and
(B) CITY gives CONSULTANT a written notice to proceed.
Should CONSULTANT begin Services on any phase in advance of receiving written authorization
to proceed, any such professional Services are at CONSULTANT's own risk.
10. SCHEDULE OF PERFORMANCE AND EXTENSIONS.
(A) Should the progress of the Services under this Agreement at any time fall behind
schedule for any reason other than excusable delays CONSULTANT shall apply such additional
manpower and resources as necessary to bring progress of the Services under this Agreement back
on schedule and consistent with the standard of professional skill and care required by this
Agreement. Time is of the essence in the performance of this Agreement.
(B) Should CONSULTANT be delayed by causes beyond CONSULTANT's control,
CITY may grant a time extension for the completiow-of the contracted Services. If delay occurs,
CONSULTANT must notify the CITY's designates representative within forty-eight hours (48
hours), in writing, of the cause and the extent of the delay and how such delay interferes with the
Agreement's schedule. The CITY will extend thecompletion time, when appropriate, for the
completion of the contracted Services.
11. CHANGES. CITY may order changes i he Services within the general scope of this
Agreement, consisting of additions, deletions, o r r visions, and the contract sum and the
contract time will be adjusted accordingly. All s hanges must be authorized in writing,
executed by CONSULTANT and CITY. The cost or credit to CITY resulting from changes in the
Services will be determined in accordance with written agreement between the parties.
12. ADDITIONAL SERVICES.
(A) The CITY may request CONSULTANT to provide Services in addition to Scope
of Services, called "Additional Services". Additional Services that incur additional costs
(contingency) of up to 15% of the total contract amount must be authorized by CITY by change
order or other documented means. Costs beyond this amount must first be approved by CITY in
accordance with applicable thresholds and procedures. Additional Services must be authorized by
CITY in writing prior to performance. CONSULTANT shall be compensated for Additional
Services as set forth in Exhibit(s) " " or as specified in the written authorization.
(B) If CONSULTANT believes Additional Services are needed to complete the Scope
of Services, CONSULTANT will provide the CITY with written notification that contains a
specific descriptionthe proposed additional Services, reasons for such additional Services, and
a detailed proposal regarding cost. CITY is under no obligation to approve any increase in the
agreed -upon costs for the performance of this Agreement.
13. PERMITS AND LICENSES. CONSULTANT, at its sole expense, will obtain and
maintain during the term of this Agreement, all necessary permits, licenses, and certificates that
may be required in connection with the performance of Services under this Agreement.
14. SITE INSPECTION; DISCOVERY OF HAZARDOUS MATERIALS OR LATENT
CONDITIONS. The discovery, presence, handling or removal of hazardous substances is outside
of CONSULTANT's expertise, unless otherwise specified in Exhibit(s) " " , and is not
included in the scope of Services. Should CONSULTANT discover any hazardous material, or
latent or unknown conditions that may materially affect the performance of the Services,
CONSULTANT will immediately inform CITY of such fact and will not proceed except at
CONSULTANT's own risk until written instructions are received from CITY.
15. PREVAILING WAGES. CONSULTANT shall comply with the California Prevailing
Wage Law to the extent it applies to work performed under this Agreement. If applicable,
CONSULTANT shall pay prevailing wages to its employees and shall comply with the additional
provisions set forth below:
(A) CONSULTANT shall pay prevailing wages to its employees on any agreement
when required by applicable law. Copies of the general prevailing rates of per diem wages for
each craft, classification, or type of worker needed to execute the Agreement, as determined by
the Director of the State of California Department of Industrial Relations, are on file at the
County's Capital Projects Office and may be obtained from the California Department of Industrial
Relations website http://www.dir.ca.gov/OPRL/DPreWageDetermination.htm. CONSULTANT
shall comply with the 8-hours per day/40 hours per week/overtime/working hours restrictions for
all employees, pursuant to the California Labor Code. CONSULTANT and all subconsultants
shall keep and maintain accurate employee payroll records for Work performed under the
Agreement. The payroll records shall be certified and submitted as required by law, including
Labor Code Sections 1771.4 (if applicable) and 1776, including to the Labor Commissioner no
less frequently than monthly. CONSULTANT shall comply fully with Labor Code Section 1777.5
in the hiring of apprentices for work relating to the Agreement.
(B) CONSULTANT acknowledges and agrees that it will comply with AB 1768
(effective January 1, 2020), which amended and expanded the definition of "construction" for
which prevailing wages must be paid to include "work performed during the design, site
assessment, feasibility study, and other pre -construction phases of construction ... regardless of
whether any further construction work is conducted... "
(C) CONSULTANT shall forfeit, as a penalty to Owner, the penalty or penalties as
provided by the California Labor Code, for each laborer, workman, or mechanic employed in
performing labor in and about the Work provided for in the Agreement for each day, or portion
thereof, that such laborer, workman or mechanic is paid less than the said stipulated rates for any
work done under the Agreement by him or her or by any Subconsultant under him or her, in
violation of Articles 1 and 2 of Chapter 1 of Part 7 of Division II of the California Labor Code. The
sums and amounts which shall be forfeited pursuant to this Paragraph and the terms of the
California Labor Code shall be withheld and retained from payments due to CONSULTANT the
California Labor Code, but no sum shall be so withheld, retained or forfeited except from the final
payment without a full investigation by either the State Department of Industrial Relations or by
Owner. The Labor Commissioner pursuant to California Labor Code § 1775 shall determine the
final amount of forfeiture.
(D) CONSULTANT shall insert in every subcontract or other arrangement which
CONSULTANT may make for performance of Work or labor on Work provided for in the
Agreement provision that Subconsultant shall pay persons performing labor or rendering service
under subcontract or other arrangement not less than the general prevailing rate of per diem wages
for work of a similar character in the locality in which the Work is performed, and not less than
the general prevailing rate of per diem wages for holiday and overtime work fixed in the California
Labor Code.
(E) CONSULTANT and Subconsultants must keep accurate payroll records, showing
the name, address, social security number, work classification, strait hht''time and overtime hours
worked each day and week, and the actual per diem wages paid to each joiEneyman, apprentice,
worker, or other employee employed by him or her in connection with the W oak of the Agreement
Documents. Each payroll record shall contain or be verified by a written declaration as required
by Labor Code Section 1776. The payroll records enumerated above mus,'.Lbezertified and shall
be available for inspection at all reasonable hours at the principal office` ONSULTANT as
required by Labor Code Section 1776. This Project is subject to prevairawage compliance
monitoring and enforcement by the Department of Industrial Relations.
16. WAIVER. CITY's review or acceptance of, or payment for, Services or product prepared
by CONSULTANT under this Agreement will not be construed to oerate as a waiver of any rights
CITY may have under this Agreement or of any cause of action arising from CONSULTANT's
performance. A waiver by CITY of any breach of any term, covenant, or condition contained in
this Agreement will not be deemed to be a waiver of any subsequent breach of the same or any
other term, covenant, or condition contained in this Agreement, whether of the same or different
character.
17. TERMINATION.
(A) Termination for Convenience. CITY may terminate this Agreement at any time
with or without cause by v&jgen notice to CONSULTANT.
(i) CONTLTANT will be entitled to recover its costs expended up to the
termination plus reasonable profit thereon to the termination date not to exceed the total costs
under Section 1(C), but may recover no other loss, cost, damage, or expense.
(B) Termination for Cause. CITY may terminate this Agreement in whole or part for
default should CONSULTANT commit a material breach of this Agreement, and such breach has
not been cured within fifteen (15) calendar days of the date of CITY's written notice to
CONSULTANT demanding such cure. In the event CITY terminates this Agreement for default,
CONSULTANT will be liable to CITY for all costs to cure the deficiencies, and all loss, cost,
expense, damage, and liability resulting from such breach and termination.
(C) Upon receiving a termination notice, CONSULTANT will immediately cease
performance under this Agreement unless otherwise provided in the termination notice. Except as
otherwise provided in the termination notice, any Services performed by CONSULTANT after
receiving a termination notice will be performed at CONSULTANT'S own cost; CITY will not be
obligated to compensate CONSULTANT for such Services.
(D) Upon a termination, all finished or unfinished documents, data, studies, surveys,
drawings, maps, reports and other materials prepared by CONSULTANT will become CITY's
property and CONSULTANT will delivery any such items in its possession to CITY within thirty
(30) days of termination.
(E) Should the Agreement be terminated pursuant to this Section, CITY may procure
on its own terms Services similar to those terminated.
18. OWNERSHIP OF DOCUMENTS. All documents, data, studies, drawings, maps,
models, photographs and reports prepared by CONSULTANT under this Agreement are CITY's
property. CONSULTANT may retain copies of said documents and materials as desired, but will
deliver all original materials to CITY upon CITY's written notice. CITY agrees that use of
CONSULTANT's Services for purposes other than identified in this Agreement is at CITY's own
risk.
19. PUBLICATION OF DOCUMENTS. Except as necessary for performance under this
Agreement, CONSULTANT will not release copies, sketches, or graphs of materials, including
graphic art services, prepared pursuant to this Agreement to any other person or public entity
without CITY's prior written approval. All press releases, including graphic display information
to be published in newspapers or magazines, will be approved and distributed solely by CITY,
unless otherwise provided by written agreement between the parties.
20. INDEMNIFICATION AND LIABILITY.
(A) To the fullest extent permitted by law, CONSULTANT shall defend (with legal
counsel reasonably acceptable to CITY), indemnify and hold harmless CITY and its officers,
agents, departments, officials, representatives and employees (collectively "Indemnitees") from
and against any and all claims, loss, cost, damage, injury (including, without limitation, economic
harm, injury to or death of an employee of CONSULTANT or its subconsultants), expense and
liability of every kind, nature and description that arise from or relate to (including, without
limitation, incidental and consequential damages, court costs, attorneys' fees, litigation expenses
and fees of expert consultants or expert witnesses incurred in connection therewith and costs of
investigation) that arise from or ` to to, directly or indirectly, in whole or in part, from: (1)
CONSULTA o Services under this Agreement, or any part thereof, (including
any additional s �es auth zed by CITY in writing) (2) any negligent act or omission of
CONSULTANT, any ubc ``-ultant, anyone directly or indirectly employed by them, or anyone
that they control; (3) any al or alleged infringement of the patent rights, copyright, trade secret,
trade name, trademark, service mark or any other intellectual or proprietary right of any person or
persons in consequence of the use by CITY, or any other Indemnitee, of articles or Services to be
supplied in the performance of this Agreement; or (4) any breach of this Agreement (collectively
"Liabilities"). Such obligations to defend, hold harmless and indemnify any Indemnitee shall not
apply to the extent such Liabilities are caused by the sole negligence or willful misconduct of such
Indemnitee, but shall apply to all other Liabilities. The foregoing shall be subject to the limitations
of California Civil Code section 2782.8 as to any design professional services performed by
CONSULTANT and in particular the limitation on CONSULTANT's duty to defend whereby
such duty only arises for claims relating to the negligence, recklessness or willful misconduct of
CONSULTANT as well as the limitation on the cost to defend whereby CONSULTANT will only
bear such cost in proportion to CONSULTANT's proportionate percentage of fault (except as
otherwise provided in section 2782.8).
(B) The foregoing indemnification provisions will not reduce or affect other rights or
obligations which would otherwise exist in favor of the CITY and other Indemnitees.
(C) CONSULTANT shall place in its subconsulting agreements and cause its
subconsultants to agree to indemnities and insurance obligations in favor of CITY and other
Indemnitees in the exact form and substance of those contained in this Agreement.
21. ASSIGNABILITY. This Agreement is for CONSULTANT's professional services.
CONSULTANT or any subconsultant's attempts to assign the benefits or burdens of this
Agreement without CITY's written approval are prohibited and will be null and void.
22. INDEPENDENT CONTRACTOR. CONSULTANT shall at all times be deemed an
independent contractor wholly responsible for the manner in which it performs the Services, and
fully liable for the acts and omissions of its employees, subconsultants and agents. Under no
circumstances shall this Agreement be construed as creating an employment, agency, joint venture
or partnership relationship between CITY and CONSULTANT, and no such relationship shall be
implied from performance of this Agreement. Terms in this Agreement referring to direction from
CITY shall be construed as providing for direction as to policy and the result of Services only, and
not as to means and methods by which such a result is obtained. CONSULTANT shall pay all
taxes (including California sales and use taxes) levied upon this Agreement, the transaction, or the
Services and/or goods delivered pursuant hereto without additional compensation, regardless of
which party has liability for such tax under applicable law, and any deficiency, interest or penalty
asserted with respect thereto. CONSULTANT shall pay all other taxes including but not limited
to any applicable City business tax, not explicitly assumed in writing by CITY hereunder.
CONSULTANT shall comply with all valid administrative regulations respecting the assumption
of liability for the payment of payroll taxes and contributions as above described and to provide
any necessary information with respect thereto to proper authorities. CONSULTANT has no
authority to bind the CITY.
23. AUDIT OF RECORDS. CONSULTANT will maintain full and accurate records with
respect to all Services and matters covered under this Agreement. Those records include, without
limitation, correspondence, internal memoranda, calculations, books and accounts, accounting
records documenting its services under its Agreement, and invoices, payrolls, records and all other
data related to matters covered by this Agreement. CITY and its designees will have free access
at all reasonable times to such records, including the right to audit, examine, and make copies,
excerpts, and transcripts from such records, and to inspect all program data, documents,
proceedings and activities. If CITY receives funds from another governmental entity for the
payment in whole or part of the Services, that governmental entity will have all rights the CITY
has under this Section. CONSULTANT will retain all records subject to this Section for at least
three (3) years after termination or final payment under this Agreement.
24. INSURANCE. [All insurance terms subject to review and approval of City Risk
Manager/
(A) Before commencing performance under this Agreement, and at all other times this
Agreement is effective, CONSULTANT will procure and maintain the following types of
insurance with coverage limits complying, at a minimum, with the limits set forth below:
Type of Insurance
Commercial general liability:
Professional liability
Business automobile liability
Workers compensation
Limits
$1,000,000
$1,000,000
$1,000,000
Statutory requirement
(B) Commercial general liability insurance will meet or exceed the requirements of
ISO-CGL Form No. CG 00 01 11 85 or 88. The amount of insurance set forth above will be a
combined single limit per occurrence for bodily injury, personal injury, and property damage for
the policy coverage. Automobile coverage will be written on ISO Business Auto Coverage
Form CA 00 01 06 92, including symbol 1 (Any Auto). Liability policies will be endorsed to
name CITY, its officials, and employees as "additional inskireds" under said insurance coverage
and to state that such insurance will be deemed "primary" such that any other insurance that may
be carried by CITY will be excess thereto. Such endorsement must be reflected on ISO Form
No. CG 20 10 11 85 or 88, or equivalent. Such insurance will be on an "occurrence," not a
"claims made," basis and will not be cancelable or subject to reduction except upon thirty (30)
days prior written notice to CITY.
(C) Professional liability coverage will be on an "occurrence basis" if such coverage
is available, or on a "claims made" basis if not available. When coverage is provided on a
"claims made basis," CONSULTANT will continue to renew the insurance for a period of at
least three (3) years after this Agreement expires or is terminated. Such insurance will have the
same coverage and limits as the policy that was in effect during the term of this Agreement, and
will cover CONSULTANT for all claims made by CITY arising out of any errors or omissions of
CONSULTANT, or its officers, employees or agents during the time this Agreement was in
effect.
(D) CONSULTANT will furnish to CITY duly authenticated Certificates of Insurance
evidencing maintenance of the insurance required under this Agreement, including
endorsements, and such other evidence of insurance or copies of policies as may be reasonably
required by CITY from time to time. Insurance must be placed with California -admitted insurers
with (other than workers compensation) a current A.M. Best Company Rating of at least
"A: VII."
(E) Waiver of Subrogation: The insurer(s) agree to waive all rights of subrogation
against CITY, its elected or appointed officers, officials, agents, volunteers and employees for
losses paid under the terms of the workers compensation policy which arise from work
performed by CONSULTANT for CITY.
'IN
(F) Should CONSULTANT, for any reason, fail to obtain and maintain the insurance
required by this Agreement, CITY may obtain such coverage at CONSULTANT's expense and
deduct the cost of such insurance from payments due to CONSULTANT under this Agreement
or terminate pursuant to contract language. In the alternative, should CONSULTANT fail to
meet any of the insurance requirements under the Agreement, City may terminate this
Agreement immediately with no penalty.
(G) Should CONSULTANT'S insurance required by this Agreement be cancelled at
any point prior to expiration of the policy, CONSULTANT must notify City within 24 hours of
receipt of notice of cancellation. Furthermore, CONSULTANT must obtain replacement
coverage that meets all contractual requirements within 10 days of the prior insurer's issuance of
notice of cancellation. CONSULTANT must ensure that there is no lapse in coverage.
(H) The CITY shall be entitled to any coverage in excess of the minimums required
herein.
25. INCIDENTAL TASKS. CONSULTT will meet with CITY monthly to provide the
status on the Services, which will include a schedule update and a short narrative description of
progress during the past month for each major task, a description of the Services remaining and a
description of the Services to be done before the next schedule update.
26. DISPUTE` RESOLUTION.
(A) In the event of any dispute between CONSULTANT and CITY regarding any
claim, demand or request by CONSULTANT for time, money, or additional compensation for any
reason whatsoever CONSULTANT shall submit to CITY, within 21 days of CONSULTANT's
first knowledge of the dispute, a written description of CONSULTANT's claim, demand or request
that provides a narrative of the pertinent events, the contractual basis of the CONSULTANT's
position, pricing calculations (if applicable) and attaches supporting documentation. CITY will
then review the issue and make a decision thereon. If CONSULTANT shall fail to provide timely
notice of any such claim, demand or request, then CONSULTANT shall waive is rights to such
claim, demand or request, unless CONSULTANT can demonstrate a manifest lack of prejudice to
CITY resulting from such late notice. CONSULTANT shall continue its work throughout the
course of any dispute, and CONSULTANT's failure to continue work during a dispute shall be a
material breach of this Agreement.
(B) If the CITY denies CONSULTANT's claim, demand, or request in whole or part
and CONSULTANT disagrees, and the claim, demand or request exceeds $50,000 then the parties
shall, as a precondition to initiating litigation, submit the dispute claim, demand, or request to the
Los Angeles JAMS office for non -binding mediation under the appropriate riles. The parties may
agree to any other dispute resolution process. Nothing herein will limit CONSULTANT's
obligation to timely submit to CITY a statutory Government Code Claim, in accordance with
Government Code sections 910 et seq.
27. NOTICES. All communications to either party by the other parry will be deemed made
when received by such party at its respective name and address as follows:
If to CONSULTANT: If to CITY:
ATTN:
City of Santa Clarita
ATTN: Kenneth W. Striplin, City Manager
23920 Valencia Boulevard, Suite 300
Santa Clarita, CA 91355
Any such written communications by mail will be conclusively deemed to have been received by
the addressee three days after deposit thereof in the United States mail, postage prepaid and
properly addressed as noted above. In all other instances, notices will be deemed given at the time
of actual delivery. Changes may be made in the names or addresses of persons to whom notices
are to be given by giving notice in the manner prescribed in this Section.
28. CONFLICT OF INTEREST. CONSULTANT will comply with all conflict of interest
laws and regulations including, without limitation, CITY's Conflict of Interest Code (on file in the
City Clerk's Office). It is incumbent upon the CONSULTANT or CONSULTING FIRM to notify
the CITY pursuant to Section 27 NOTICES of any staff changes relating to this Agreement.
(A) In accomplishing the Scope of Services of this Agreement, all officers, employees
and/or agents of CONSULTANT(S), unless as indicated in Subsection (B), will be performing a
very limited and closely supervised function, and, therefore, unlikely to have a conflict of interest
arise. No disclosures are required for any officers, employees, and/or agents of CONSULTANT,
except as indicated in Subsection (B).
Initials of Consultant
(B) In accomplishing the Scope of Services of this Agreement, CONSULTANT will
be performing a specialized or general service for the CITY, and there is substantial likelihood that
the CONSULTANT's Services product will be presented, either written or orally, for the purpose
of influencing a governmental decision. As a result, the following CONSULTANT personnel shall
be subject to the Disclosure Category "1" of the CITY's Conflict of Interest Code:
29. SOLICITATION. CONSULTANT maintains and warrants that it has not employed nor
retained any company or person, other than CONSULTANT's bona fide employee, to solicit or
secure this Agreement. Further, CONSULTANT warrants that it has not paid nor has it agreed to
pay any company or person, other than CONSULTANT's bona fide employee, any fee,
commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting
from the award or making of this Agreement. Should CONSULTANT breach or violate this
warranty, CITY may rescind this Agreement without liability.
30. THIRD PARTY BENEFICIARIES. CONSULTANT's subconsultants shall agree to be
bound to the terms of the Agreement to the extent of their scope of services, including but not
limited to, terms regarding indemnity and dispute resolution, and shall agree that CITY is deemed
an express third party beneficiaries of their subconsultant agreement. Nothing in this Agreement,
however, shall operate to confer such or similar rights or benefits on persons or entities not party
to this Agreement.
31. INTERPRETATION. This Agreement was drafted in, and will be construed in
accordance with the laws of the State of California. The exclusive venue for any action involving
this Agreement will be in Los Angeles County.
32. ENTIRE AGREEMENT. This Agreement, and its Attachments, sets forth the entire
understanding of the parties with respect to the subject matter hereof. There are no other
understandings, terms or other agreements expressed or implied, oral or written.
There is/are ( ) Exhibits (s) to this Agreement. To the extent of a conflict between this
Agreement and one of the Exhibits, the terms of the Agreement shall take precedence. This
Agreement will bind and inure to the benefit of the parties to this Agreement and any subsequent
successors and assigns.
33. RULES OF CONSTRUCTION. Each party had the opportunity to independently review
this Agreement with legal counsel. Accordingly, this Agreement will be construed simply, as a
whole, and in accordance with its fair meaning; it will not be interpreted strictly for or against
either party.
34. SEVERABILITY. If any portion of this Agreement is declared by a court of competent
jurisdiction to be invalid or unenforceable, then such portion will be deemed modified to the extent
necessary in the opinion of the court to render such portion enforceable and, as so modified, such
portion and the balance of this Agreement will continue in full force and effect.
35. AUTHORITY/MODIFICATION. The parties represent and warrant that all necessary
action has been taken by the parties to authorize the undersigned to execute this Agreement and to
engage in the actions described herein. To the extent of any contingency above the original
Agreement amount previously approved by the CITY's City Council, additional Services may be
added to this Agreement by an additional authorization executed by both parties. This Agreement
may be otherwise modified by written amendment, which generally requires approval of the
CITY's City Council. CITY's City Manager, or designee, may execute any such authorization or
amendment on behalf of CITY.
36. CAPTIONS. The captions of the sections and paragraphs of this Agreement are for
convenience of reference only and will not affect the interpretation of this Agreement.
37. TIME IS OF ESSENCE. Time is of the essence for each and every provision of this
Agreement.
38. DELAY. CONSULTANT shall complete all Services required by this Agreement within
the times specified in the Agreement, except where (1) an event outside of NSULTANT's
reasonable control causes a delay and (2) CONSULTANT promptly advises `ITY of such delay
(such prompt notice to occur no more than 15 days after the first occurrence of the delay). Such
events shall be limited to: acts of neglect by CITY or CITY's agents or by consultants when acting
at CITY's direction; breaches of this Agreement by CITY; Acts of God such as fire and flood;
explosion, acts of terrorism, war and embargo; and other similar causes beyond the Parties'
reasonable control. In the event of an excusable delay the City may elect whether.. to terminate this
Agreement or extend the time for performance.
39. PROTECTION OF RESIDENT WORKERS. The CITY actively supports the
Immigration and Nationality Act (INA) which includes provisions addressing employment
eligibility, employment verification, and nondiscrimination. Under the INA, employers may hire
only persons who may legally work in the United States (i.e., citizens and nationals of the U.S.,
and aliens authorized to work in the U.S.). The employer must verify the identity and employment
eligibility of anyone to be hired, which includes completing the Employment Eligibility
Verification Form (Form I-9), reviewing required proofs of both identify and employment
authorization, and retaining the Form I-9 for the required period. Updated form I-9 information is
available at www.uscis.gov. The CONSULTANT shall establish appropriate procedures and
controls so no Services or products under the Agreement will be performed or manufactured by
any worker who is not legally eligible to perform such Services or employment.
40. FACSIMILE OR ELECTRONIC TRANSMISSION OF CONTRACT AND
SIGNATURE. The parties agree that this Agreement may be transmitted and signed by facsimile
or electronic mail by either/any or both/all parties, and that such signatures shall have the same
force and effect as original signatures, in accordance with California Government Code section
16.5 and Civil Code section 1633.7.
41. STANDARD SUPPLEMENTAL PROVISIONS. Notwithstanding Section 32 ENTIRE
AGREEMENT above, the following Standard Supplemental Provision(s), attached to this
Agreement, is(are) incorporated herein by this reference and takes precedence over any conflicting
provision of this Agreement: [Insert name of any applicable SSP(s), and attach only that
SSP(s)—omit remaining SSP(s). Insert "None" if *applicable.)
[SIGNATURES ON NEXT PAGE]
IN WITNESS WHEREOF, the parties hereto have executed this contract on the date set forth
below.
FOR CONSULTANT:
Print Name & Title
Date:
FOR CITY OF SANTA CLARITA:
KENNETH W. STRIPLIN, CITY MANA Now
,
City Manager
Date:
APPROVED AS TO FORM:
JOSEPH M. MONTES, CITY ATTORNEY
City Attorney
Date:
IF CORPORATION:
Print Name & Title
Date:
lu
City of Santa Clarlta
Engineer's Report
Santa Clarita
Landscaping and Lighting District
Fiscal Year 2021,/2022
Intent Meeting: June 8, 2021
Public Hearing: June 22, 2021
Prepared on: May 26, 2021
Yy WILLDAN
CITY OF SANTA CLARITA
SANTA CLARITA LANDSCAPING AND LIGHTING DISTRICT
ENGINEER'S REPORT
CERTIFICATE
This Report describes the District including the improvements, budgets, parcels and
assessments to be levied for fiscal year 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 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
By:
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.
By:
Mary Cusick, City Clerk
City of Santa Clarita
Los Angeles County, California
I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and
Assessment Diagram thereto attached was approved and confirmed by the City Council of the
City of Santa Clarita, California, on the day of 12021.
By:
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
10
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
VY WILLDAN
/. 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
YY 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
YY 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
• The removal of trimmings, rubbish, debris, and other solid waste.
• The cleaning, sandblasting, and painting of walls and other improvements to remove
or cover graffiti.
B. DESCRIPTION OF IMPROVEMENTS TO BE MAINTAINED AND SERVICED
Landscaping Improvements
The improvements installed, maintained and serviced within the Landscaping Zones are
generally described as improvements within public rights -of -way and dedicated landscape
easements within various tracts and on individual parcels located throughout the City
including, but not limited to: landscaping, planting, shrubbery, trees, grass, other
ornamental vegetation, irrigation systems, hardscapes and fixtures; statuary, fountains
and other ornamental structures and facilities; public lighting facilities; facilities which are
appurtenant to any of the foregoing or which are necessary or convenient for the
maintenance or servicing thereof, including, but not limited to, clearing, removal of debris,
the installation or construction of curbs, gutters, walls, sidewalks, or paving, or water,
irrigation, drainage, or electrical facilities; and, park or recreational improvements,
including, but not limited to, playground equipment, 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:
Fiscal Year City of Santa Clarita Engineer's Report
2021/2022 Landscaping and Lighting District Page 5
W I LLDAN
Zone
4
Description
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
W I LLDAN
Zone
T8
Description
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
I 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
YY 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
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0- WILLDAN
Street Lighting Budget:
REVENUES
Assessment - Levy A
Assessment - Levy B
Interest
Misc. Revenues
Energy Rebates
Property Damage Payments
Total Revenues
EXPENDITURES
Personnel
Department
Other Administrative
Operations & Maintenance
Electric Utilities - Traffic Signals
Electric Utilities - Street Lights
Traffic Signal Maintenance
Contractual Services
Streetlight Pole Inventory/Knockdowns
General Administration
Subtotal Operations & Maintenance
Capital
Street Lights Purchase
Transfers
Transfers In from Ad Valorem
Transfers Out to OBEP
Transfers Out to Debt Service Fund
Transfers Out to Special Levy
Total Expenditures
SURPLUS (DEFICIT)
$450,984
2,457,096
0
0
0
485,000
$3,393,080
411111111�
$240,426
151,306
0
1,211,924
0
287,000
225,000
515,351
$2,631,007
$0
(218,063) m
11,059
860,063
0
$3,284,066
$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. METHOD OF APPORTIONMENT OF ASSESSMENT
►U
C.
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
Yy 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
I]
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
vy WILLDAN
Zone
29
Land Use
Res/Comm
Asmt.
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
Yy WILLDAN
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 1 EBU
Multi -Family Residential Condos 1 single family dwelling unit 1 EBU
Multi -Family Residential Apartments 1 apartment unit 1 EBU
Commercial Industrial 1 commercial/industrial parcel 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
Yy 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
0) 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
Yy WILLDAN
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:
GKH-A
p oomirt
tiroup H
Irrigated Farms, Ury Farms, Gemetenes, Uump Sites
.i tbu minimum cnarge per parcel
1.UU 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 & Lode Hall
GRP F
Grou F
H 6 t
R 't
3 00
+ 1 00
+ 25 =
0
4 25 I
ng ouse (same as uni apa men)
per parce
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 Processin
0.005615er 00SFf o_g_________________________________________ p
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
Yy WILLDAN
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
PA
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try 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.
CPI Increase: 1.45%
Fiscal Year City of Santa Clarita Engineer's Report
2021/2022 Landscape and Lighting District Page 31
try W I LLDAN
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
Land Use
SFR
Parcels
23,190
Units
23,190
Lot Sq Ft
EBU's
23,190.00
Estimated
Assessment
Revenue
$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-1
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
i9
0.00
0.00
i
,982.24
Fiscal Year City of Santa Clarita Engineer's Report
2021/2022 Landscape and Lighting District Page 32
try W I LLDAN
EBU Summary by Land Use (Continued)
Street Lighting Zone B
Assessments per EBU: $66.00
Land Use
SFR
Parcels
15,553
Units
15,553
Lot Sq Ft
EBU's
15,548.82
Estimated
Assessment
Revenue
$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-K1A
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
Total Street
Lighting .
375
0
0.00
0.00
��
Fiscal Year City of Santa Clarita Engineer's Report
2021/2022 Landscape and Lighting District Page 33
try W I LLDAN
I/ 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
try W I LLDAN
1/1 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
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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 CLARITA
ENGINEER'S REPORT
Santa Clarita
Landscaping and Lighting District
Annexation No. 2021-1
Proposed
Annexation of Territory to Streetlighting Zone -B
(SMD Annexation L-99);
Establishment of Annual Assessments
Commencing Fiscal Year 2022/2023
Intent Meeting: July 13, 2021
Public Hearing: September 14, 2021
CITY OF SANTA CLARITA
23920 VALENCIA BOULEVARD
SANTA CLARITA, CA 91355
PREPARED BY
WILLDAN FINANCIAL SERVICES
JUNE 17, 2021
YY WILLDAN
CITY OF SANTA CLARITA
SANTA CLARITA LANDSCAPING AND LIGHTING DISTRICT
ANNEXATION NO. 2021-1
ENGINEER'S REPORT
CERTIFICATE
This Report and the enclosed budget, diagram(s), and descriptions outline the annexation of
territory into Streetlighting Zone B ("SMD-B") within the City of Santa Clarita Landscaping and
Lighting District, to be designated as Annexation No. 2021-1 (referred to as SMD Annexation L-
99), including the improvements, parcels, and assessments established for Fiscal Year
2021/2022, as the same existed at the time of the passage of the Resolution of Intention, with
such assessments to be levied and collected on the County Tax Rolls commencing in Fiscal Year
2022/2023. Reference is hereby made to the Los Angeles County Assessor's maps for a detailed
description of the lines and dimensions of parcels within Landscaping and Lighting District and
Annexation No. 2021-1. The undersigned respectfully submits the enclosed Report as directed
by the City Council of the City of Santa Clarita.
Dated this day of , 2021.
Willdan Financial Services
Assessment Engineer
la
By:
Stacee Reynolds Tyrone Peter
Senior Project Manager R. C. E. # C81888
District Administration Services
I HEREBY CERTIFY that the enclosed Engineer's Report, together with the Assessment Roll and
Assessment Diagrams thereto attached was filed with me on the day of 12021.
By:
Mary Cusick, City Clerk
City of Santa Clarita
Los Angeles County, California
I HEREBY CERTIFY that the enclosed Engineer's Report, together with the Assessment Roll and
Assessment Diagrams thereto attached was approved and confirmed by the City Council of the
City of Santa Clarita, California, on the day of , 2021.
By:
Mary Cusick, City Clerk
City of Santa Clarita
Los Angeles County, California
TABLE OF CONTENTS
Overview
Ballot Proceedings
1
2
Assessment Range Formula (Consumer Price Index Adjustment) 3
PART I - PLANS AND SPECIFICATION 5
Description of the Annexation Territory 5
Lighting Improvements Authorized by the 1972 Act 6
Streetlighting Improvements Applicable to Annexation Territory 7
PART II - ESTIMATE OF COSTS 9
PART Ill — METHOD OF APPORTIONMENT OF ASSESSMENTS 10
Reason for the Assessment
10
Special Benefit Analysis
10
Streetlighting Improvement Benefits
10
General Benefits
11
General Benefit within Lighting Zones
11
Streetlighting Apportionment Methodology
12
Assessment Rates
15
PART IV — ANNEXATION DIAGRAMS
16
PART V — ASSESSMENT ROLL
19
lIV W I LLDAN
Introduction
Overview
The City of Santa Clarita (the "City"), under the provisions of the Landscaping and Lighting Act of
1972, Part 2 of Division 15 of the California Streets and Highways Code (the "1972 Act") and the
provisions of the California Constitution Article XIII D enacted by Proposition 218 (the
"Constitution"), 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,T313, 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).
The City Council of the City of Santa Clarita being the legislative body for the Santa Clarita
Landscaping and Lighting District, may pursuant to Chapter 2, Article 2 of the 1972 Act, annex
territory and levy annual assessments for the maintenance, operation, and administration of the
District, and Section 22608 of the 1972 Act further states in part "In annexation proceedings, the
resolutions, report, notices of hearing, and right of majority protest shall be limited to the territory
proposed to be annexed...".
In addition, the 1972 Act provides for the levy of annual assessments after annexation into an
assessment district for the continued maintenance and servicing of the improvements. The 1972
Act further allows various areas to be annexed into an existing district and or zone of benefit
("Zone"), when the territory in the annexation receives substantially the same proportional special
benefits from the improvements. The costs associated with the installation, maintenance, and
servicing of the improvements may be assessed to those properties, which are benefited by the
installation, maintenance, and servicing of such improvements.
As required pursuant to Chapter 1, Article 4 of the 1972 Act, this Report shall serve as the detailed
engineer's report specifically for the annexation of territory to specified Zones within the Santa
Clarita Landscaping and Lighting District (specifically Streetlighting Zone B). This Report
specifically addresses the annexation of approximately one hundred sixty-nine (169.04) acres of
territory within the City of Santa Clarita consisting of seventeen (17) conditioned properties (non-
residential/residential) and fifty (50) unconditioned properties (non-residential) to be designated
and referred to as:
Santa Clarita Landscaping and Lighting District, Annexation No. 2021-1
(hereafter referred to as "Annexation No. 2021-1" or "SMD Annexation L-99"), and the
establishment of the maximum annual assessments related thereto, to be levied and collected
upon properties within Annexation No. 2021-1 commencing in Fiscal Year 2022/2023 for the
special benefits received by each property from the maintenance and servicing of streetlighting
improvements to be provided by the City through the District. The parcels within Annexation No.
2021-1 are more specifically described in "Part I - Plans and Specification" of this Report.
For Fiscal Year 2021/2022, the City Council of the City of Santa Clarita proposes to annex the
various parcels and developments referenced as Annexation No. 2021-1 into Streetlighting Zone
Annexation No. 2021-1 City of Santa Clarita Final Engineer's Report
Fiscal Year 2021/2022 Landscaping and Lighting District Page 1
W W I LLDAN
B to provide an annual funding source to adequately support the ongoing maintenance, servicing,
operation, and incidental expenses associated with the streetlighting and appurtenant facilities
and amenities that benefit the identified properties within Annexation No. 2021-1 and the new
boundaries of Zone B resulting from the annexation of these parcels. By resolution, the City
Council has ordered the preparation of this Report in connection with the proceedings for the
annexation of the parcels within Annexation No. 2021-1 to Streetlighting Zone B of the District
pursuant to the 1972 Act and the California Constitution. One or more Annexation Diagrams
identifying the territory and location of the parcels being annexed into Streetlighting Zone B (SMD
Annexation L-99) as part of Annexation No. 2021-1 is provided in "Part IV - Annexation Diagrams"
of this Report.
Annually, the City establishes the assessments for each of the District Zones based on the special
benefit received by the properties in that Zone and the associated net special benefit expenses.
These special benefit expenses are based on the historical and estimated costs to maintain the
improvements that provide direct and special benefits to properties within each Zone of the District
including the parcels within Annexation No. 2021-1, and include all expenditures, deficits,
surpluses, revenues, and reserves. Each parcel is assessed proportionately for only those
improvements provided and for which the parcel receives special benefits.
The word "parcel," for the purposes of this Report, refers to an individual property assigned its
own Assessor's Parcel Number (APN) by the Los Angeles County Assessor's Office. The Los
Angeles County Auditor/Controller uses Assessor's Parcel Numbers and a dedicated fund
number established for the District to identify properties to be assessed on the tax roll and the
allocation of the funds collected and disbursed to the City on behalf of the District.
If any section, subsection, sentence, clause, phrase, portion, zone, or subzone of this Report is,
for any reason, held to be invalid or unconstitutional by the decision of any court of competent
jurisdiction, such decision shall not affect the validity of the remaining provisions of the Report
and each section, subsection, subdivision, sentence, clause, phrase, portion, zone, or subzone
thereof, irrespective of the fact that any one or more sections, subsections, sentences, clauses,
phrases, portions, zones, or subzones might subsequently be declared invalid or unconstitutional.
Ballot Proceedings
On November 5, 1996, the electorate of the State of California approved Proposition 218, Right
to Vote on Taxes Act, which added Articles XIIIC and MID to the California Constitution. The
Article MID affects all assessments upon real property for a special benefit conferred on the
property. Assessments imposed under the Landscaping and Lighting Act of 1972 are these types
of benefit assessments.
The provisions of Proposition 218 can be summarized in four general areas:
1. Strengthens the general and special tax provisions of Propositions 13 and 62;
2. Extends the initiative process to all local taxes, assessments, fees, and charges;
3. Adds substantive and procedural requirements to assessments; and
4. Adds substantive and procedural requirements to property -related fees and charges.
Pursuant to the provisions of Article XIIID, Section 4 of the California Constitution, the City shall
conduct a property owner protest ballot proceeding ("Ballot Proceeding") for the proposed levy of
new or increased assessments as described in this Report. In conjunction with this Ballot
Proceeding, the City Council will conduct a noticed public hearing to consider public testimonies,
Annexation No. 2021-1 City of Santa Clarita Final Engineer's Report
Fiscal Year 2021/2022 Landscaping and Lighting District Page 2
lIV W I LLDAN
comments, and written protests regarding the annexation of the parcels within Annexation No.
2021-1 and the establishment of the proposed new assessments related thereto. Upon conclusion
of the public hearing, property owner protest ballots received will be opened and tabulated to
determine whether majority protest exists as defined in Article MID of the California Constitution.
"A majority protest exists if, upon the conclusion of the hearing, ballots submitted in opposition to
the assessment exceed the ballots submitted in favor of the assessment. In tabulating the ballots,
the ballots shall be weighted according to the proportional financial obligation of the affected
property."
After completion of the ballot tabulation, the City Council will confirm the results of the balloting.
If majority protest exists for the proposed assessments, further proceedings to annex the parcels
within the proposed Annexation No. 2021-1 territory and implementation of the new assessments
for those parcels shall be abandoned at this time. If tabulation of the ballots indicate that majority
protest does not exist for the proposed assessments and the assessment range formula
presented and described herein, the City Council may adopt this Report (as submitted or
amended); approve the assessment diagram(s) contained herein (Annexation Diagrams); order
the annexation of the parcels within Annexation No. 2021-1 to Streetlighting Zone B of the District
and the related improvements to be made; and confirm the new assessments for such parcels as
outlined in this Report.
The assessments as approved including the assessment range formula, may be levied, and
collected on the County tax rolls commencing in Fiscal Year 2022/2023 together with the
assessments for other properties in the District. For Fiscal Year 2022/2023 and each subsequent
fiscal year, an engineer's annual levy report for the District shall be prepared and presented to
the City Council to address any proposed changes to the District or Zones, as well as any
proposed changes to the improvements, budgets, and assessments for that fiscal year. The City
Council shall hold a noticed public hearing regarding these matters prior to approving and ordering
the levy of annual assessments.
If in any fiscal year, the proposed annual assessments for parcels with the District or Zone exceed
the maximum assessments and specifically those assessments described herein for Annexation
No. 2021-1, such an assessment would be considered a new or increased assessment and must
be confirmed through a mailed property owner protest ballot proceeding for the affected parcels
before such a new or increased assessment may be imposed.
Assessment Range Formula (Consumer Price Index Adjustment)
With the exceptions of 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 -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).
The maximum assessments described in this Report for Streetlighting Zone B to be presented to
the property owners of record within Annexation No. 2021-1 as part of the Ballot Proceeding, are
based on the current (Fiscal Year 2021/2022) maximum assessment rate for Streetlighting Zone
Annexation No. 2021-1 City of Santa Clarita Final Engineer's Report
Fiscal Year 2021/2022 Landscaping and Lighting District Page 3
W W I LLDAN
B of $88.12 and the method of apportionment established for the Zone. This maximum
assessment rate shall be adjusted according to the assessment range formula described above
for Fiscal Year 2022/2023 as part of the District's annual assessment process, and the
assessment rate and parcel assessment amounts for parcels within Streetlighting Zone B
including the parcels within Annexation No. 2021-1 as described herein, may be adjusted
accordingly for the assessments in Fiscal Year 2022/2023.
Annexation No. 2021-1 City of Santa Clarita Final Engineer's Report
Fiscal Year 2021/2022 Landscaping and Lighting District Page 4
lIV W I LLDAN
Part I - Plans and Specification
Description of the Annexation Territory
This Annexation Territory (Annexation No. 2021-1), incorporates approximately one hundred
seventy-four (174.274) acres of territory within the City of Santa Clarita consisting of eight (8)
planned developments (Master Case developments) which include:
➢ Master Case No. 19-216 which is located on the south side of 6t" Street and the west side of
Main Street. This master case development includes the following Assessor's Parcels: Book
2831, Page 018, Parcel 031. At build -out, this development project will include a restaurant
and banquet facility;
➢ Master Case No. 17-138 which is located on the south side of Sierra Highway and the east
side of Friendly Valley Parkway. This master case development includes the following
Assessor's Parcel: Book 2842, Page 007, Parcel 054. At build -out, this development project
will include a convenience store and a four -island gas station;
➢ Master Case No. 19-046 which is located on the south side of Soledad Canyon Road and
east of Sierra Highway. This master case development includes the following Assessor's
Parcels: Book 2844, Page 001, Parcels 038, 060, 062, 063, 069, 073, 074 and 075. At build -
out, this development project will include one hundred forty-seven (147) residential units and
retail space;
➢ Master Case No. 18-256 which is located on the north of Wiley Canyon Road and west of
Orchard Village Road. This master case development includes the following Assessor's
Parcel: Book 2857, Page 001, Parcel 039. At build -out, this development project will include
30 airspace condominiums within a proposed medical office building;
➢ Master Case No. 18-089 which is on Bouquet Canyon Road. This master case development
includes the following Assessor's Parcels: Book 2812, Page 008, Parcels 003, 022 and 031.
At build -out, this development project will include three hundred seventy-five residential units
(single-family and townhomes);
➢ Master Case No. 17-175 which is located on the north side of Valencia Blvd and the west
side of Bouquet Canyon Road. This master case development includes the following
Assessor's Parcel: Book 2811, Page 066, Parcel 001. This area includes a gas station and
car wash and will have vacuum stations and parking added;
➢ Master Case No. 17-172 which is located on the west side of Sierra Trail Highway and on the
north side and south side of Dockweiler Drive. This master case development includes the
following Assessor's Parcels: Book 2833, Page 018, Parcels 024 and 025. At build -out, this
development project will include ninety-three (93) single family detached homes;
➢ Master Case 20-262 which is located on the north side of Newhall Avenue. This master case
development includes the following Assessor's Parcel: Book 2833, Page 016, Parcel 901. At
build -out, this development project will include two commercial buildings containing four (4)
two -bedroom units in building one and four (4) offices, one (1) bedroom, a communal kitchen,
and a communal living space in building two.
Annexation No. 2021-1 City of Santa Clarita Final Engineer's Report
Fiscal Year 2021/2022 Landscaping and Lighting District Page 5
lIV W I LLDAN
In addition to the above Master Case projects, Annexation 2021-1 includes an additional fifty (50)
non -conditioned parcels comprising of non-residential properties, which include:
➢ Twenty-two (22) parcels located in the vicinity of Lyons Avenue and Wiley Canyon;
➢ One (1) parcel located on the west side of Railroad Avenue and north of Lyons Avenue;
➢ Nine (9) mixed use parcels located east of Railroad Avenue and north of 121" Street;
➢ Four (4) parcels in the vicinity of Soledad Canyon Road;
➢ One (1) parcel located on the north side of Lyons Avenue and west of Orchard Village Road;
➢ Four (4) parcels located in the vicinity of McBean Parkway;
➢ One (1) parcel located on the South side of Magic Mountain Parkway and east of Valencia
Boulevard;
➢ Eight (8) parcels located in the vicinity of Bouquet Canyon and Newhall Ranch.
Collectively, this annexation territory is proposed to be annexed into Streetlighting Zone B (SMD
Annexation L-99) with levied assessments commencing in Fiscal Year 2022/2023.
Lighting Improvements Authorized by the 1972 Act
As may be applicable to the District and specifically the Report regarding Annexation 2021-1 and
streetlighting, the 1972 Act defines improvements to mean one or any combination of the
following:
➢ The installation or construction of public lighting facilities.
➢ The maintenance and/or servicing of any public lighting facilities.
➢ The acquisition of any existing lighting improvement otherwise authorized pursuant to this
section.
➢ Incidental expenses associated with the lighting improvements which include, but are not
limited to:
• The cost of preparation of the report, including plans, specifications, estimates, diagram,
and assessment;
• The costs of printing, advertising, and the giving of published, posted, and mailed notices;
• Compensation payable to the county for collection of assessments;
• Compensation of any engineer or attorney employed to render services in the proceeding;
• Any other expenses incidental to the construction, installation, or maintenance and
servicing of the improvements;
• Any expenses incidental to the issuance of bonds or notes pursuant to Section 22662.5.
Annexation No. 2021-1 City of Santa Clarita Final Engineer's Report
Fiscal Year 2021/2022 Landscaping and Lighting District Page 6
lIV W I LLDAN
• Costs associated with any elections held for the approval of a new or increased
assessment.
The 1972 Act defines "maintain" or "maintenance" to mean furnishing of services and materials
for the ordinary and usual maintenance, operation, and servicing of any improvement, including
the repair, removal, or replacement of all or any part of any lighting improvement.
Streetlighting Improvements Applicable to Annexation Territory
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
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
Annexation No. 2021-1 City of Santa Clarita Final Engineer's Report
Fiscal Year 2021/2022 Landscaping and Lighting District Page 7
W W I LLDAN
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.
Annexation No. 2021-1 City of Santa Clarita Final Engineer's Report
Fiscal Year 2021/2022 Landscaping and Lighting District Page 8
lIV W I LLDAN
Part II - Estimate of Costs
The estimated costs for the operation, acquisition, installation, maintenance, and servicing of the
facilities within Streetlighting Zone B, including the Annexation Territory's Proportional
Assessment Obligation if the Annexation Territory was included in the Zones for Fiscal Year
2021 /2022 is 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 Zones including the Lighting Zones 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.
Annexation No. L-99 Budget Estimates
TOTAL LOTS OR PARCELS:
ASSESSED LOTS OR PARCELS:
Non -Residential (APT101)
Non -Residential (APT-101 and GRP-E)
Non -Residential (GRP-E)
Non -Residential (GRP-F)
Non -Residential (GRP-G)
Non -Residential (GRP-C)
Non -Residential (GRP-D)
Non -Residential (GRP-E)
Non -Residential (GRP-G)
Non -Residential (GRP-H)
Non -Residential (GRP-1)
Non -Residential (GRP-J)
Non -Residential (GRP-K2E)
Non -Residential (GRP-K3B)
Residential
Vacant
Maximum Funds
Available Carryover
68
67
3
179.249
8
47.150
2
8.000
1
4.25
1
5.000
1
2.500
10
30.000
8
32.000
3
14.000
3
15.000
5
29.000
1
8.000
2
28.935
13
224.126
6
498.000
1
0.000
$99,153.50
N/A
Note: Full FY 2021/22 Streetlighting Budget included in Annual Landscape and Lighting Engineer's Report
Annexation No. 2021-1 City of Santa Clarita Final Engineer's Report
Fiscal Year 2021/2022 Landscaping and Lighting District Page 9
lIV W I LLDAN
Part III — I1IP-thod of Apportionment of Assessments -
Part 2 of Division 15 of the Streets and Highways Code, the Landscaping and Lighting Act of
1972, permits the establishment of Assessment Districts by cities for the purpose of providing
certain public improvements which include the acquisition, construction, maintenance and
servicing of streetlights, traffic signals and landscaping facilities.
Section 22573, Landscaping and Lighting Act of 1972 requires that assessments be levied
according to benefit rather than according to assessed value. This section states:
"The net amount to be assessed upon lands within an Assessment District may be apportioned
by any formula or method which fairly distributes the net amount among all assessable lots or
parcels in proportion to the estimated benefits to be received by each such lot or parcel from the
improvements."
The 1972 Act permits the designation of zones of benefit within any individual Assessment District
if "by reason of variations in the nature, location, and extent of the improvements, the various
areas will receive different degrees of benefit from the improvements." (Sec. 22574). Thus, the
1972 Act requires the levy of a true "assessment" rather than a "special tax."
In addition, Proposition 218 requires that a parcel's assessment may not exceed the reasonable
cost of the proportional special benefit conferred on that parcel. Proposition 218 provides that
only special benefits are assessable, and the City must separate the general benefits from the
special benefits.
Reason for the Assessment
The assessments are proposed to be levied to defray the costs of the acquisition, installation,
maintenance and servicing of landscaping and lighting improvements, as previously defined
herein in "Part I -Plans and Specifications" of this Report.
Special Benefit Analysis
In determining the proportionate special benefit derived by each identified parcel, the proximity of
the parcel to the public improvements detailed in "Part I -Plans and Specifications" of this Report,
and the capital, maintenance, and operating costs of said public improvements, was considered
and analyzed. Due to the close proximity of the parcels to the improvements detailed in "Part I -
Plans and Specifications" of this Report, it has been demonstrated and determined the parcels
are uniquely benefited by, and receive a direct advantage from, and are conferred a particular
and distinct special benefit over and above general benefits by, said public improvements in a
way that is particular and distinct from its effect on other parcels and that real property in general
and the public at large do not share.
Streetlighting Improvement Benefits
Most of the streetlighting improvements were conditions of approval for the creation or
development of the parcels. In order to create or develop the parcels, the City required the original
developer to install, and guarantee the maintenance of, streetlighting and appurtenant facilities to
serve the parcels. Therefore, these parcels within the District could not have been developed in
the absence of the installation and promised maintenance of these facilities.
Annexation No. 2021-1 City of Santa Clarita Final Engineer's Report
Fiscal Year 2021/2022 Landscaping and Lighting District Page 10
W W I LLDAN
The proper maintenance of the streetlighting and appurtenant facilities specially benefit parcels
within the Streetlighting Zones of the District. The proper maintenance of the streetlighting and
appurtenant facilities reduces property -related crimes (especially vandalism) against properties
in the Streetlighting Zones. The streetlighting located in the District helps to visually join the
various segments of the community, which enhance property.
The benefit provided by streetlighting consists of safety for pedestrians and motorists living and
owning property in the District during the nighttime hours. This is a particular and distinct special
benefit to all developed parcels in the District.
Streetlights can be determined to be an integral part of streets as a permanent public
improvement. One of the principle purposes of fixed roadway lighting is to create a nighttime
environment conducive to quick, accurate, and comfortable seeing for the user of the facility.
These factors, if attained, combine to improve traffic safety, and achieve efficient traffic
movement. Fixed lighting can enable the motorist to see detail more distinctly and to react safely
toward roadway and traffic conditions present on or near the roadway facility.
Streets are constructed for the safe and convenient travel by vehicles and pedestrians. They also
provide an area for underground and overhead utilities.
Streetlights are considered an integral part of the entire street, the same as curb, gutters,
pavement, signage, and striping. They are the elements that provide a safe route for motorists
and pedestrians. Streetlights are installed to make streets safer. Assessments for the acquisition,
maintenance and servicing of streets may include streetlights.
Streetlights are installed to provide better visibility for drivers. One hundred (100) percent of the
illumination from the lights is directed to the street, ninety (90) percent on the street side of the
curb and ten (10) percent behind the curb. The spacing of the lights is based on the speed of the
vehicles and the natural ability of the motorists' eyes to adjust to light and dark areas.
The systems of streets within the District are established to provide access to each parcel in the
District. Streetlights provide a safer street environment for owners of the parcels served. If the
parcels were not subdivided to individual parcels within the District, there would be no need for
providing a system of streets with safety lighting for the owners of the individual parcels.
The City has determined that streetlights are also an integral part of the quality of life within the
City. This quality of life is a special benefit to some degree to all parcels, except government
owned parcels, including easements, and flood channel parcels. Therefore, the acquisition,
installation, operation, and maintenance of streetlights are for the express, special benefit of the
parcels within the District.
General Benefits
General Benefit within Lighting Zones
In addition to the special benefits received by the parcels within Streetlighting Zone B, there are
incidental general benefits conferred by streetlight 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.
Annexation No. 2021-1 City of Santa Clarita Final Engineer's Report
Fiscal Year 2021/2022 Landscaping and Lighting District Page 11
lIV W I LLDAN
The total benefits for lighting are thus a combination of the special benefits to the parcels within
the District and the general benefits to the public at large. The portion of the total streetlighting
maintenance costs which are associated with general benefits will not be assessed to the parcels
in the district but will be paid from other City Funds. These general benefits are more than
adequately offset by the contributions from the ad valorem street lighting revenues.
Streetlighting Apportionment 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.
Annexation No. 2021-1 City of Santa Clarita Final Engineer's Report
Fiscal Year 2021/2022 Landscaping and Lighting District Page 12
lIV W I LLDAN
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.
Annexation No. 2021-1 City of Santa Clarita Final Engineer's Report
Fiscal Year 2021/2022 Landscaping and Lighting District Page 13
lIV W I LLDAN
Table 2 summarizes the Non -Residential EBU calculation:
Table 2 - EBU Calculations for Non -Residential ParceF,
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
Motion Picture, Radio, T.V.
0.010938 per 100 SgFt of lot
GRP-K3B
Business Center, Neighborhood Shopping Center
0.014449 per 100 SgFt of lot
GRP-K3C
Regional Shopping Center
0.021812 per 100 SgFt of lot
Vacant
0.00 +
0.00 +
0.00
= 0.00 per parcel
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).
Annexation No. 2021-1 City of Santa Clarita Final Engineer's Report
Fiscal Year 2021/2022 Landscaping and Lighting District Page 14
W W I LLDAN
Assessment Rates
The Streetlighting Zone B Maximum Assessment Rate established for Fiscal Year 2021/2022 and
applicable to the Annexation Territory is provided in the following table.
Annexation No. 2021-1 City of Santa Clarita Final Engineer's Report
Fiscal Year 2021/2022 Landscaping and Lighting District Page 15
lIV W I LLDAN
Part IV — Annexation Diagrams
The Assessment Diagrams for the existing Santa Clarita Landscaping and Lighting District,
including any previous annexations are on file at the City and by reference herein are made part
of this Report. The Annexation Diagram(s) (Assessment Diagrams) for the Annexation Territory
(Annexation 2021-1) relating to Streetlighting Zone B as described in this Report is provided on
the following page. The parcels that comprise the Annexation 2021-1 consist of all lots, parcels,
and subdivisions of land listed on the Assessment Roll contained herein as Part V. The lines and
dimensions of which are shown on the Los Angeles County Assessor's parcel maps for the year
this Report was prepared and are incorporated by reference herein and made part of this Report.
Annexation No. 2021-1 City of Santa Clarita Final Engineer's Report
Fiscal Year 2021/2022 Landscaping and Lighting District Page 16
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M W I LLDAN
Part V - Assessment Roll
The Assessment Roll incorporates each parcel identified within the Annexation Territory
(Annexation 2021-1) and the balloted maximum assessment amount proposed based on the Fiscal
Year 2021/2022 maximum assessment rates. Each parcel listed on the Assessment Roll is
currently shown and illustrated on the County Assessor's Roll and the County Assessor's Parcel
Number Maps (APN maps). These records are, by reference, made part of this Report and shall
govern for all details concerning the description of the lots or parcels. All assessments presented
on the Assessment Roll are subject to change pending the outcome of the Ballot Proceedings
and/or as a result of parcel changes made by the County including parcel splits, parcel merges or
development changes that occur prior to the County generating tax bills for Fiscal Year 2022/2023.
APN
2811-066-001
Balloted Land Use
Designation
GRP-E
EBU
4.000
Balloted Maximum
Assessment Rate
$88.12
Balloted Maximum
Assessment
$352.48
2812-008-003
RES
81.000
88.12
7,137.72
2812-008-022
RES
225.000
88.12
19,827.00
2812-008-031
RES
69.000
88.12
6,080.28
2825-016-131
GRP-G
4.000
88.12
352.48
2825-016-132
GRP-E
4.000
88.12
352.48
2825-016-133
GRP-E
4.000
88.12
352.48
2829-001-062
GRP-E
4.000
88.12
352.48
2829-001-064
GRP-K3B
5.413
88.12
476.99
2829-001-090
GRP-K3B
4.116
88.12
362.70
2829-001-091
GRP-K3B
22.973
88.12
2,024.38
2829-003-004
GRP-D
3.000
88.12
264.36
2829-003-005
GRP-D
3.000
88.12
264.36
2829-003-006
GRP-D
3.000
88.12
264.36
2829-005-049
GRP-C
2.500
88.12
220.30
2829-005-050
GRP-G
5.000
88.12
440.60
2829-005-051
GRP-D
3.000
88.12
264.36
2829-005-052
GRP-G
5.000
88.12
440.60
2829-005-079
GRP-D
3.000
88.12
264.36
2829-005-123
GRP-D
3.000
88.12
264.36
2830-001-037
GRP-J
8.000
88.12
704.96
2830-001-043
GRP-K3B
3.355
88.12
295.64
2830-001-208
GRP-D
3.000
88.12
264.36
2830-006-048
GRIP-1
6.000
88.12
528.72
2830-006-049
GRP-D
3.000
88.12
264.36
2830-013-060
APT101
63.350
88.12
5,582.40
2831-003-027
GRP-I
6.000
88.12
528.72
2831-018-031
GRP-I
5.000
88.12
440.60
2833-016-901
GRP-F
4.250
88.12
374.51
2833-018-024
RES
20.000
88.12
1,762.40
Annexation No. 2021-1 City of Santa Clarita Final Engineer's Report
Fiscal Year 2021/2022 Landscaping and Lighting District Page 19
M W I LLDAN
APN
2833-018-025
2834-009-037
Balloted.
Designation
RES
GRP-H
EBU
73.000
5.000
Assessment Rate
88.12
88.12
Maximum
Assessment
6,432.76
440.60
2834-009-038
GRP-D
3.000
88.12
264.36
2834-009-044
GRP-D
3.000
88.12
264.36
2834-009-045
GRP-I
6.000
88.12
528.72
2834-009-047
GRP-I
6.000
88.12
528.72
2834-009-048
GRP-E
4.000
88.12
352.48
2834-009-050
GRP-E
4.000
88.12
352.48
2834-009-052
GRP-H
5.000
88.12
440.60
2834-009-053
GRP-H
5.000
88.12
440.60
2842-007-054
GRP-E
4.000
88.12
352.48
2844-001-038
APT-101 and GRP E
6.340
88.12
558.68
2844-001-060
APT-101 and GRP E
3.000
88.12
264.36
2844-001-062
APT-101 and GRP E
1.750
88.12
154.21
2844-001-063
APT-101 and GRP E
21.940
88.12
1,933.35
2844-001-069
APT-101 and GRP E
2.420
88.12
213.25
2844-001-073
APT-101 and GRP E
1.370
88.12
120.72
2844-001-074
APT-101 and GRP E
6.150
88.12
541.94
2844-001-075
APT-101 and GRP E
4.180
88.12
368.34
2849-023-005
GRP-K3B
8.560
88.12
754.31
2849-023-006
GRP-K3B
5.853
88.12
515.77
2849-023-007
GRP-E
4.000
88.12
352.48
2849-023-009
GRP-E
4.000
88.12
352.48
2849-025-001
GRP-K3B
3.000
88.12
264.36
2849-025-002
GRP-K3B
3.000
88.12
264.36
2849-025-003
Group G
5.000
88.12
440.60
2849-025-007
GRP-K3B
12.368
88.12
1,089.87
2849-025-010
Vacant
0.000
88.12
0.00
2849-025-011
Group E
4.000
88.12
352.48
2849-025-012
GRP-K3B
5.797
88.12
510.83
2849-025-013
GRP-K3B
17.504
88.12
1,542.45
2856-011-216
GRP-K3B
46.727
88.12
4,117.58
2857-001-039
RES
30.000
88.12
2,643.60
2860-016-006
GRP-K3B
85.460
88.12
7,530.74
2860-029-051
APT101
55.350
88.12
4,877.44
2861-036-011
GRP-K2E
11.630
88.12
1,024.84
2861-036-014
2861-050-006
GRP-K2E
APT101
17.305
60.549
88.12
88.12
1,524.92
5,335.58
Total
1,116.960
$99,153.50
Annexation No. 2021-1 City of Santa Clarita
Fiscal Year 2021/2022 Landscaping and Lighting District
Final Engineer's Report
Page 20