HomeMy WebLinkAbout2023-01-24 - AGENDA REPORTS - TESORO DEL VALLE PRE ANNEX AGMT MODO
Agenda Item: 1
1. CITY OF SANTA CLARITA
AGENDA REPORT
PUBLIC HEARINGS
CITY MANAGER APPROVAL: 1
DATE: January 24, 2023
SUBJECT: MODIFICATION TO THE TESORO DEL VALLE PRE -
ANNEXATION AGREEMENT REGARDING TIMING FOR THE
COMPLETION OF THE COPPER HILL BRIDGE WIDENING
DEPARTMENT: Community Development
PRESENTER: Patrick Leclair
RECOMMENDED ACTION
City Council:
1. Conduct the public hearing;
2. Find the modification to the Pre -Annexation Agreement between BLC Tesoro, LLC and the
City of Santa Clarita exempt from review under the California Environmental Quality Act
(CEQA) pursuant to Article 5 Section 15061(b)(3) of CEQA; and
3. Approve a modification to the Pre -Annexation Agreement between BLC Tesoro, LLC, and
the City of Santa Clarita affecting the timing for the completion of the construction of the
Copper Hill Bridge widening as it relates to the issuance of Certificates of Occupancy for the
development.
BACKGROUND
On May 24, 2022, the City Council approved a Pre -Annexation Agreement (PAA) between BLC
Tesoro, LLC (the "Developer"), and the City of Santa Clarita (the "City"). The PAA accepted
the development of the Tesoro Highlands project as approved by Los Angeles County upon
annexation to the City in exchange for support of the City's annexation efforts. In addition, there
were a number of agreements between the Developer and the City regarding the transfer of open
space to the City, the Copper Hill Bridge widening construction, the construction of trails, as
well as authorization to allow for the creation and administration of a Mello -Roos Community
Facilities District through the California Municipal Finance Authority.
The Tesoro del Valle Annexation was completed on November 14, 2022.
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COPPER HILL BRIDGE WIDENING
Item H of the PAA details the agreement between the Developer and the City regarding the
commencement and completion of the Copper Hill Bridge widening project. Specifically, Item
H.2. of the PAA was written as follows to ensure the commencement and completion of the
bridge:
2. Applicant agrees to commence the Copper Hill Bridge construction prior to the City's
issuing the first building Certificate of Occupancy and shall complete the bridge
construction nine months after construction commencement.
In order to provide more certainty to prospective home builders regarding the number of units
that could be completed prior to the completion of the Copper Hill Bridge widening, as well as to
address uncertainties of the economy and the global supply chain, the Developer is requesting
Item H.2. be modified as follows:
2. The City will not issue Certificates of Occupancy (COO) for the Tesoro Highlands
project until the construction of the bridge widening commences, as determined by
the Director of Public Works. Once the construction of the bridge widening has
commenced, the City will begin issuing COO's for the project up to a maximum of
342 COO's of the approved 820 units. It is expected that the bridge widening project
will take approximately 12 months to complete. The City will not issue any of the
remaining COO's (units 343 through 820) until the bridge widening has been
completed to the satisfaction of the Director of Public Works.
Staff is supportive of the request as it supports the City's efforts to have the Copper Hill Bridge
widening completed to further enhance traffic circulation in the City.
CEQA
The project is exempt from the California Environmental Quality Act (CEQA) under Article 5
Section 15061(b)(3), the common sense exemption. The activity is covered by the general rule
that CEQA applies only to projects which have the potential for causing a significant effect on
the environment where it can be seen with certainty that there is no possibility that the activity in
question may have a significant effect on the environment, the activity is not subject to CEQA.
ALTERNATIVE ACTION
Other action as determined by the City Council.
FISCAL IMPACT
There are no fiscal impacts anticipated with the approval of this modification to the Pre -
Annexation Agreement.
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ATTACHMENTS
Public Notice
Original Signed Tesoro del Valle Pre -Annexation Agreement
Revised Tesoro del Valle Pre -Annexation Agreement
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CITY OF SANTA CLARITA
COMMUNITY DEVELOPMENT DEPARTMENT
23920 Valencia Boulevard, Suite 302
Santa Clarita, CA 91355
NOTICE OF PUBLIC HEARING
PROJECT: Master Case 19-115: Modification of a Pre -Annexation Agreement for the
Tesoro Highlands development
PROJECT LOCATION: 1,274.6 acres located north of Copper Hill Drive and west of San
Francisquito Canyon Road, within the Tesoro del Valle Annexation area.
PROJECT APPLICANT: BLC Tesoro LLC.
PROJECT DESCRIPTION: On November 7, 2018, Los Angeles County (County) approved VTTM
51644-1 (Tesoro Highlands), to allow for the subdivision of 1,274.6 acres of land into 811 lots, including
696 single-family residence lots, nine multi -family residence lots developed with 124 detached -
condominium units, 15 debris basin lots, 12 water quality basin lots, three water tank lots, one helipad lot,
five senior recreation area lots, one senior recreation center lot, six linear park lots, nine private park lots,
one private recreation center lot, 29 open space lots, and 24 private driveway/private and future street lots,
for a total of 820 residential dwelling units. The entirety of VTTM 51644-1 is located within the Tesoro
del Valle community annexed to the City on November 14, 2022.
REQUEST: The applicant, BLC Tesoro LLC, has requested a modification to the Pre -Annexation
Agreement (PAA) with the City of Santa Clarita to address the timing associated with the completion of
the Copper Hill Bridge widening. The applicant has requested that the 9-month construction timeline
specified in the original PAA be modified to require the Copper Hill Bridge widening to be completed 12
months after commencement or prior to the 342nd residential certificate of occupancy. In accordance with
Section 17.27.100 of the City's Unified Development Code, a public hearing is required.
The City of Santa Clarita City Council will conduct a public hearing on this matter on the following date
DATE: January 24, 2023
TIME: At or after 6:00 p.m.
LOCATION: City of Santa Clarita, Council Chambers
23920 Valencia Boulevard, First Floor
Santa Clarita, CA 91355
If you wish to challenge the action taken on this matter in court, you may be limited to raising only those
issues you or someone else raised at the public hearing described in this notice, or written correspondence
delivered to the City of Santa Clarita, at or prior to, the public hearing.
For further information regarding this proposal, please contact the case planner at the City of Santa Clarita
Clerk's Office by appointment, 23920 Valencia Boulevard, Suite 120, Santa Clarita, CA 91355.
Telephone: (661) 255-4330. E-mail: pleclair@santa-clarita.com.
Mary Cusick, MMC
City Clerk
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Published: The Signal, January 3, 2023
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PRE -ANNEXATION AGREEMENT BETWEEN THE CITY OF SANTA CLARITA,
CALIFORNIA, AND BLC TESORO LLC, REGARDING
ANNEXATION TO THE CITY OF SANTA CLARITA
Pursuant to Section 17.27.100(B) of the City's Municipal Code and except as otherwise stated in
this Pre -Annexation Agreement, the City of Santa Clarita (City) and BLC Tesoro LLC (Owner),
hereby agree to the following terms, covenants, and conditions:
A. On November 12, 2019, the City Council adopted a Resolution of Application,
Resolution No. 19-57, pursuant to Government Code Section 56700, to initiate
annexation proceedings affecting the Tesoro del Valle Annexation area, including
Revised Vesting Tentative Tract Map (VTTM) 51644-1 (Project).
B. The Owner agrees to support the City's annexation of the Project and any associated
properties, and to work with and support City planning efforts where such efforts
promote and advance the objectives set forth in this Pre -Annexation Agreement.
C. The City agrees to recognize and continue to treat the Los Angeles County (County)
approvals, which are part of Revised VTTM 51644-1, its amendments, and its associated
entitlements which have been approved by the County prior to the effective date of the
annexation, as a vested right to proceed in accordance with applicable County ordinances
in effect on the date the application for the County approvals was deemed complete for
the term of such map, including permitted uses, parking, setbacks, right of way
improvements, landscaping, and hillside development. County approvals can be found in
Exhibit A to this Pre -Annexation Agreement. Revised VTTM 51644-1 is attached as
Exhibit B to this Pre -Annexation Agreement. The City will not impose any other or
additional requirements on the Owner or the property in connection with the subdivision
of the property, pursuant to the County approvals, provided the approved Project is not
substantially modified. Any modifications beyond those permitted by Chapter 17.09 of
the Unified Development Code (UDC) shall comply with City requirements and
ordinances. If the Owner seeks to modify a specific item or condition approved by the
County, the City will not review or seek to modify any unrelated approval or condition
previously approved by the County. The Owner agrees to pay any fees, costs, or impact
fees generated by substantial modifications to the Project.
D. The City agrees to provide the Owner with a Planning Division liaison to assist in
expediting the Project through all City departments in connection with future submittals,
and to make reasonable efforts to minimize delays associated with any City policies or
standards that may differ from those of the County.
E. The City will accept dedication of the public streets as each street is completed, with
completion being determined by the City's Public Works Director. The acceptance of
dedication by the City will include the assumption of the maintenance and liability
responsibility of these public roads. Roads will be constructed in accordance with the
County approvals, to County standards.
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F. The County approvals may be extended by the Owner, pursuant to Section 66452.6 of the
Subdivision Map Act, including one administrative extension, as well as up to six years
through action of the Planning Commission, as provided for in Section 17.06.230 of the
City's Municipal Code and the Subdivision Map Act. The City shall not impose any new
requirements in connection therewith, other than payment of the City's then -standard
extension fees; however, the City may deny any requested extension on the grounds set
forth in Government Code Section 66498.1(c). Any future minor modifications to the
approved Project, as determined under UDC Section 17.09, would be subject to the City's
UDC as applicable.
G. The Project is in the Valencia Bridge and Thoroughfare (B&T) District and the City
acknowledges the applicant will be constructing the widening of Copper Hill Drive and
the bridge over the San Francisquito Creek, which will be eligible for B&T fee credits
that shall be applied against the B&T obligation at Building Permit issuance. If B&T
credit for bridge construction is not issued prior to Building Permits, then a Letter of
Credit or Bond may be posted to temporarily satisfy B&T fees up to the amount of the
estimated credit as determined by the City.
H. Copper Hill Bridge Widening
Upon first submittal of the construction plans and related documents for the Copper
Hill Drive and bridge over the San Francisquito Creek, the Owner agrees to provide
the City payment for design/permitting review and construction management in an
amount established and approved by the Director of Public Works. Upon receipt of
payment by the City, the Owner will receive an equal amount in B&T fee credits
which shall be applied against the B&T obligation at Building Permit issuance. The
City agrees that the amount established by the Director of Public Works will be a
"not to exceed" payment, and the Owner will not be responsible for additional costs
associated with design review and constriction management unless there are
substantial changes made to the scope or schedule of the bridge widening over San
Francisquito Creek. The Owner represents that the construction schedule will be nine
months.
2. Applicant agrees to commence the Copper Hill Bridge construction prior to the City's
issuing the first building Certificate of Occupancy and shall complete the bridge
construction nine months after construction commencement.
3. Applicant agrees to obtain all applicable jurisdictional approvals, comply with all
applicable federal, state, and local laws, rules, codes and regulations, and obtain,
coordinate and pay for all studies, permits, fees and agency inspections required to
build the Copper Hill Bridge.
I. The Owner agrees to offer in dedication land for the purpose of open space to the City
per Exhibit C to this Pre -Annexation Agreement. All open space dedications shall be
recorded with each applicable final map phase, or by separate instrument at the recording
of the applicable final map phase. The City understands that a portion of the open space
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being dedicated to the City is required habitat mitigation as part of the approval and will
have restricted use. The City shall accept the open space offered for dedication by the
applicant, subject to the terms and conditions of the Open Space Management and
Maintenance Agreement (Open Space Agreement), attached as Exhibit D to this
Agreement.
J. The owner shall construct a Class 1 trail connection from the sidewalk on the north side
of Copper Hill Drive west of the Copper Hill Drive Bridge to the northerly terminus of
the westerly San Francisquito Creek Trail on the southside of the Copper Hill Drive
Bridge. In addition, the Owner shall constrict a Class I trail connection from the
northerly terminus of the easterly San Francisquito Creek Trail on the southside of the
Copper Hill Drive Bridge. The trail connection shall pass under the Copper Hill Drive
Bridge and loop around to the northside of Copper Hill Drive at the intersection with
McBean Parkway. All new or modified trail striping and markings shall be the
responsibility of the owner. All new and existing inaccessible trail facilities shall be
designed and constricted to the satisfaction of the City Engineer. The City represents
that the City already has easement rights for the existing Class 1 trails and that the owner
is not being required to obtain any additional ownership or easement rights for the
existing Class 1 trails. The existing Class 1 trails refers to the sections on easterly and
westerly San Francisquito Creek Trail that extend under the Copper Hill Bridge from the
north side of the bridge to the trails on the south side of the bridge. Finally, the owner
agrees to pay for the cost of posting signage on the existing Cliffie Stone Trail south of
the Copper Hill Bridge and north of the Copper Hill Bridge on the existing trail
alignment set by the City and the County of Los Angeles along with contribution to the
City upon the annexation to the City for any necessary brush clearance on this portion of
the Cliffie Stone Trail in the amount of $500.
1. The applicant shall secure, at the applicant's expense, sufficient title or interest in
land to permit constriction of any required off -site improvements.
2. If the applicant is unable to acquire sufficient title or interest to permit construction of
the required off -site improvements, the applicant shall notify the City of this inability
not more than six months after the annexation is complete. In such case, the City may
thereafter acquire sufficient interest in the land, which will permit construction of the
off -site improvements by the applicant.
The applicant shall pay all of the City's costs of acquiring said off -site property
interests. The cost of acquisition may include, but is not limited to, acquisition prices,
damages, engineering services, expert fees, title examination, appraisal costs,
acquisition services, relocation assistance services and payments, legal services and
fees, mapping services, document preparation, expenses and/or damages (as provided
under Code of Civil Procedures Sections 1268.510-.620), and overhead.
4. If required, the City shall commence an eminent domain action to acquire the
property to be improved within 120 days of the notification set forth in Section J.2.
(J.2.) above. The applicant shall have no further obligations to pay for the
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acquisition of the property nor to install or pay for the improvements on the
property if the City has not commenced an eminent domain action to obtain the
necessary property within 120 days of the notification set forth in J.2.
5. At the time the applicant notifies the City, as provided in J.2., the applicant shall
simultaneously submit to the City, in a form acceptable to the City, all appropriate
appraisals, engineering specifications, legal land descriptions, plans, and other
documents deemed necessary by the City to commence its acquisition
proceedings.
6. The applicant agrees to deposit with the City, within five days of request by the
City, such sums of money as the City estimates to be required for the costs of
acquisition. The City may require additional deposits from time -to -time.
7. If the City dismisses the eminent domain action referred to in J.4. above, or if
the Superior Court rules in a final judgment that the City may not acquire the
necessary property, the applicant shall have no further obligations to pay for the
acquisition of the property, nor to install or pay for the improvements on the
property. Notwithstanding the foregoing, the applicant shall reimburse the City
for all costs incurred to the point of dismissal or to obtain the final judgement,
including any court ordered payment amounts included in or resulting from such
dismissal or judgement.
8. The applicant shall execute any agreements mutually agreeable prior to providing
the notice described in J.2. as may be necessary to assure compliance with the
foregoing conditions, including, but not limited to, a property acquisition and
reimbursement agreement.
9. Failure by the applicant to notify the City, as required by J.2., or simultaneously
submit the required and approved documents specified in J.5. above, or make the
deposits specified in J.6. above, shall, with the exception of J.7. above, constitute
applicant's waiver of the requirements otherwise imposed upon the City to acquire
necessary interests in the property referred to hereinabove.
K The City agrees to accept all public trails within any City -owned open space and the
additional City trails required by the County approvals and constructed to County
standards, and maintain said trails to City standards, including the Cliffie Stone Trail
and Outpost East Trail Rest Area which will be transferred to City ownership as part of
the annexation.
L. The City agrees that the parks developed as part of the County approvals will be
constructed to County standards and dedicated to and maintained by the HOA, except
the Outpost East Trail Rest Area, which will be a City facility.
M. The City understands the Owner intends to form a Mello -Roos Community Facilities
District (CFD) with the California Municipal Finance Authority (CMFA) that will be
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authorized to levy annual special taxes and issue bonds to finance approximately
$38,000,000 in public improvements and impact fees associated with the Project. Owner
agrees to include within the formation of such CFD a separate service special tax over the
Project to be levied in perpetuity to fund the management and maintenance of the open
space described in Section I of this Agreement. This will generate a minimum of $50,000
per year in revenue, which amount shall be adjusted annually for inflation as described in
the County approvals and the Open Space Agreement to be entered into by the City and
the Owner. The City shall agree to present to the City Council, for its consideration, a
resolution to (a) allow the CFD to be established by CMFA, pursuant to CMFA's Bond
Opportunities for Land Development (BOLD) Program, and to be authorized to levy the
services special tax described above and a special tax to finance certain improvements
that will be City improvements before the annexation, and certain ones that will be City
improvements following the annexation, including those improvements listed in
Exhibit E (City Improvements), and a portion of the Project's B&T Fees listed in Exhibit
E (Financed Fees); (b) authorize the CFD to finance the Stewardship Costs in the amount
of $59,000 and remit to the City the CFD services special tax for use by the City as
Stewardship Funds, pursuant to the Open Space Agreement (as such terms are defined in
the Open Space Agreement); and (c) approve the form and authorize the execution of a
joint community facilities agreement with CMFA and the Owner relating to the CFD and
an Acquisition Funding Agreement with CMFA and the Owner relating to the City
Improvements and the Financed Fees. Should the CFD not be formed, the HOA shall be
responsible to cover the applicable costs of maintenance of the open space described in
Section I of this Agreement.
N. The Developer shall be required to form a Drainage Benefit Assessment Area to fund
maintenance of any water quality devices within the Project that the Los Angeles County
Flood Control District will not maintain as part of the Storm Drain transfer process.
O. The Developer may opt to form a Benefit Assessment District over the Project, such as a
Lighting and Landscape Maintenance District (LLMD), to fund the services conditioned
by and described in the County approvals where a HOA or County -formed Benefit
Assessment District has not been formed over the Project or the Project not been annexed
into an existing County -formed Benefit Assessment District. The City agrees to conduct
such assessment district proceedings. Such services include, but are not limited to,
streetlighting and landscape maintenance.
P. Miscellaneous.
1. Severability. If any provision of this Agreement is held, to any extent, invalid, the
remainder of this Agreement shall not be affected, except as necessarily required
by the invalid provision, and shall remain in full force and effect.
2. Waiver or Modification. Any waiver or modification of the provisions of this
Agreement must be in writing and signed by the authorized representative(s) of
each party. Failure by a party to insist upon the strict performance of any of the
provisions of this Agreement by the other party, or the failure by a party to
exercise its rights upon the default of the other party, shall not constitute a waiver
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of the party's right to insist upon and demand strict compliance by the other party
with the terms of this Agreement.
3. Binding upon Heirs, Successors and Assigns. The terms, covenants, and
conditions of this Agreement shall be binding upon all heirs, successors, and
assigns of the parties hereto.
4. Governing Law; Venue. This Agreement shall be construed and enforced in
accordance with the laws of the State of California, without reference to choice
of law provisions. Any legal actions under this Agreement shall be brought only
in the Superior Court of the County of Los Angeles, State of California.
5. Counterparts. This Agreement may be executed in multiple counterparts, each of
which shall be deemed to be an original. 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.
6. Interpretation. This Agreement shall be constnied according to its fair meaning,
and not strictly for or against any party. No presumptions or rules of interpretation
based upon the identity of the party preparing or drafting the Agreement, or any
part thereof, shall apply to the interpretation of this Agreement.
7. Effective Date, Termination, and Enforcement. This Agreement shall become
effective following approval by the City Council and upon signature by all
parties, and shall continue in fitll force and effect for the duration of the
entitlements described in Paragraph C herein, unless terminated by mutual
agreement of the parties in writing. An individual party may terminate this
Agreement for default, but only after written notice of default and a failure by
the defaulting party to cure the default within 30 days, or if not possible within
30 days, within a reasonable time thereafter, so long as a cure is commenced
within 30 days and thereafter diligently pursued until completion. In addition to
the right to terminate, as well as any other remedy provided at law, a non -
defaulting party may also pursue specific performance as a remedy.
SIGNATURES ON THE NEXT PAGE
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NOW THEREFORE, the parties hereby execute this Pre -Annexation Agreement as
authorized by the City Council of the City of Santa Clarita and BLC Tesoro LLC.
Dated: I /IYA��
ATTEST:
Mary Cusick, City Clerk
APPROVED AS TO FORM:
City Attorney
CITY OF SANTA CLARITA
By: ,
Laurene Weste, Mayor
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By:
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Chief Financial Officer
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By:
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Name: Brenda L Habeck
Senior Vice President
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EXHIBIT A
LOS ANGELES COUNTY APPROVALS FOR VTTM 51644-01
APPROVED NOVEMBER 7, 2018,
and AMENDED JUNE 23, 2020, and JUNE 15, 2021,
INCORPORATED BY REFERENCE
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EXHIBIT B
REVISED VTTM 51644-01
INCORPORATED BY REFERENCE
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EXHIBIT C
VTTM 51644-01 OPEN SPACE EXHIBIT
INCORPORATED BY REFERENCE
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EXHIBIT D
OPEN SPACE AGREEMENT
INCORPORATED BY REFERENCE
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EXHIBIT E
VTTM 51644-01 COMMUNITY FACILITIES DISTRICT EXHIBIT
I. Acquisition Improvements'
Extension of Avenida Rancho Tesoro ("A" Street) (subject to annexation)
(est. cost $4,500,000)
If. Financed Fees
The B&T Fees shall include the Bridge and Thoroughfare development impact fees
imposed and collected by the City pursuant to City Ordinance No. , as it may
be amended or superseded, net of applicable credits.
Estimated B&T Fees-455 SFD Units x $26,800 = $12,194,000
365 Senior Units x $10,720 = $3,912,800
Total Estimated B&T Fees= $16,106,800
less the credit for the Copper Hill Bridge ($4,884 500)
estimated net reimbursement of B&T Fees = $11,222,300
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PRE -ANNEXATION AGREEMENT BETWEEN THE CITY OF SANTA CLARITA,
CALIFORNIA, AND BLC TESORO, LLC, REGARDING
ANNEXATION TO THE CITY OF SANTA CLARITA
Pursuant to Section 17.27.100(B) of the City's Municipal Code and except as otherwise stated in
this Pre -Annexation Agreement, the City of Santa Clarita (City) and BLC Tesoro, LLC (Owner),
hereby agree to the following terms, covenants, and conditions:
A. On November 12, 2019, the City Council adopted a Resolution of Application,
Resolution No. 19-57, pursuant to Government Code Section 56700, to initiate
annexation proceedings affecting the Tesoro del Valle Annexation area, including
Revised Vesting Tentative Tract Map (VTTM) 51644-1 (Project).
B. The Owner agrees to support the City's annexation of the Project and any associated
properties, and to work with and support City planning efforts where such efforts
promote and advance the objectives set forth in this Pre -Annexation Agreement.
C. The City agrees to recognize and continue to treat the Los Angeles County (County)
approvals, which are part of Revised VTTM 51644-1, its amendments, and its associated
entitlements which have been approved by the County prior to the effective date of the
annexation, as a vested right to proceed in accordance with applicable County ordinances
in effect on the date the application for the County approvals was deemed complete for
the term of such map, including permitted uses, parking, setbacks, right of way
improvements, landscaping, and hillside development. County approvals can be found in
Exhibit A to this Pre -Annexation Agreement. Revised VTTM 51644-1 is attached as
Exhibit B to this Pre -Annexation Agreement. The City will not impose any other or
additional requirements on the Owner or the property in connection with the subdivision
of the property, pursuant to the County approvals, provided the approved Project is not
substantially modified. Any modifications beyond those permitted by Chapter 17.09 of
the Unified Development Code (UDC) shall comply with City requirements and
ordinances. If the Owner seeks to modify a specific item or condition approved by the
County, the City will not review or seek to modify any unrelated approval or condition
previously approved by the County. The Owner agrees to pay any fees, costs, or impact
fees generated by substantial modifications to the Project.
D. The City agrees to provide the Owner with a Planning Division liaison to assist in
expediting the Project through all City departments in connection with future submittals,
and to make reasonable efforts to minimize delays associated with any City policies or
standards that may differ from those of the County.
E. The City will accept dedication of the public streets as each street is completed, with
completion being determined by the City's Public Works Director. The acceptance of
dedication by the City will include the assumption of the maintenance and liability
responsibility of these public roads. Roads will be constructed in accordance with the
County approvals, to County standards.
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F. The County approvals may be extended by the Owner, pursuant to Section 66452.6 of the
Subdivision Map Act, including one administrative extension, as well as up to six years
through action of the Planning Commission, as provided for in Section 17.06.230 of the
City's Municipal Code and the Subdivision Map Act. The City shall not impose any new
requirements in connection therewith, other than payment of the City's then -standard
extension fees; however, the City may deny any requested extension on the grounds set
forth in Government Code Section 66498.1(c). Any future minor modifications to the
approved Project, as determined under UDC Section 17.09, would be subject to the City's
UDC as applicable.
G. The Project is in the Valencia Bridge and Thoroughfare (B&T) District and the City
acknowledges the applicant will be constructing the widening of Copper Hill Drive and
the bridge over the San Francisquito Creek, which will be eligible for B&T fee credits
that shall be applied against the B&T obligation at Building Permit issuance. If B&T
credit for bridge construction is not issued prior to Building Permits, then a Letter of
Credit or Bond may be posted to temporarily satisfy B&T fees up to the amount of the
estimated credit as determined by the City.
H. Copper Hill Bridge Widening
1. Upon first submittal of the construction plans and related documents for the Copper
Hill Drive and bridge over the San Francisquito Creek, the Owner agrees to provide
the City payment for design/permitting review and construction management in an
amount established and approved by the Director of Public Works. Upon receipt of
payment by the City, the Owner will receive an equal amount in B&T fee credits
which shall be applied against the B&T obligation at Building Permit issuance. The
City agrees that the amount established by the Director of Public Works will be a
"not to exceed" payment, and the Owner will not be responsible for additional costs
associated with design review and construction management unless there are
substantial changes made to the scope or schedule of the bridge widening over San
Francisquito Creek. The Owner represents that the construction schedule will be nine
months.
2. The City will not issue Certificates of Occupancy (COO) for the Tesoro Highlands
project until the construction of the bridge widening commences, as determined by
the Director of Public Works. Once the construction of the bridge widening has
commenced, the City will begin issuing COO's for the project up to a maximum of
342 COO's of the approved 820 units. It is expected that the bridge widening project
will take approximately 12 months to complete. The City will not issue any of the
remaining COO's (units 343 through 820) until the bridge widening has been
completed to the satisfaction of the Director of Public Works.
3. Applicant agrees to obtain all applicable jurisdictional approvals, comply with all
applicable federal, state, and local laws, rules, codes and regulations, and obtain,
coordinate and pay for all studies, permits, fees and agency inspections required to
build the Copper Hill Bridge.
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The Owner agrees to offer in dedication land for the purpose of open space to the City
per Exhibit C to this Pre -Annexation Agreement. All open space dedications shall be
recorded with each applicable final map phase, or by separate instrument at the recording
of the applicable final map phase. The City understands that a portion of the open space
being dedicated to the City is required habitat mitigation as part of the approval and will
have restricted use. The City shall accept the open space offered for dedication by the
applicant, subject to the terms and conditions of the Open Space Management and
Maintenance Agreement (Open Space Agreement), attached as Exhibit D to this
Agreement.
The Owner shall construct a Class 1 trail connection from the sidewalk on the north side
of Copper Hill Drive west of the Copper Hill Drive Bridge to the northerly terminus of
the westerly San Francisquito Creek Trail on the southside of the Copper Hill Drive
Bridge. In addition, the Owner shall construct a Class I trail connection from the
northerly terminus of the easterly San Francisquito Creek Trail on the southside of the
Copper Hill Drive Bridge. The trail connection shall pass under the Copper Hill Drive
Bridge and loop around to the northside of Copper Hill Drive at the intersection with
McBean Parkway. All new or modified trail striping and markings shall be the
responsibility of the owner. All new and existing inaccessible trail facilities shall be
designed and constructed to the satisfaction of the City Engineer. The City represents that
the City already has easement rights for the existing Class 1 trails and that the Owner is
not being required to obtain any additional ownership or easement rights for the existing
Class 1 trails. The existing Class 1 trails refers to the sections on easterly and westerly
San Francisquito Creek Trail that extend under the Copper Hill Bridge from the north
side of the bridge to the trails on the south side of the bridge. Finally, the Owner agrees to
pay for the cost of posting signage on the existing Cliffie Stone Trail south of the Copper
Hill Bridge and north of the Copper Hill Bridge on the existing trail alignment set by the
City and the County of Los Angeles, along with contribution to the City upon the
annexation to the City for any necessary brush clearance on this portion of the Cliffie
Stone Trail in the amount of $500.
1. The applicant shall secure, at the applicant's expense, sufficient title or interest in
land to permit construction of any required off -site improvements.
2. If the applicant is unable to acquire sufficient title or interest to permit construction of
the required off -site improvements, the applicant shall notify the City of this inability
not more than six months after the annexation is complete. In such case, the City may
thereafter acquire sufficient interest in the land, which will permit construction of the
off -site improvements by the applicant.
3. The applicant shall pay all of the City's costs of acquiring said off -site property
interests. The cost of acquisition may include, but is not limited to, acquisition prices,
damages, engineering services, expert fees, title examination, appraisal costs,
acquisition services, relocation assistance services and payments, legal services and
fees, mapping services, document preparation, expenses and/or damages (as provided
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under Code of Civil Procedures Sections 1268.510-.620), and overhead.
4. If required, the City shall commence an eminent domain action to acquire the
property to be improved within 120 days of the notification set forth in Section J.2.
(J.2.) above. The applicant shall have no further obligations to pay for the
acquisition of the property nor to install or pay for the improvements on the
property if the City has not commenced an eminent domain action to obtain the
necessary property within 120 days of the notification set forth in J.2.
5. At the time the applicant notifies the City, as provided in J.2., the applicant shall
simultaneously submit to the City, in a form acceptable to the City, all appropriate
appraisals, engineering specifications, legal land descriptions, plans, and other
documents deemed necessary by the City to commence its acquisition
proceedings.
6. The applicant agrees to deposit with the City, within five days of request by the
City, such sums of money as the City estimates to be required for the costs of
acquisition. The City may require additional deposits from time -to -time.
7. If the City dismisses the eminent domain action referred to in J.4. above, or if
the Superior Court rules in a final judgment that the City may not acquire the
necessary property, the applicant shall have no further obligations to pay for the
acquisition of the property, nor to install or pay for the improvements on the
property. Notwithstanding the foregoing, the applicant shall reimburse the City
for all costs incurred to the point of dismissal or to obtain the final judgement,
including any court ordered payment amounts included in or resulting from such
dismissal or judgement.
8. The applicant shall execute any agreements mutually agreeable prior to providing
the notice described in J.2. as may be necessary to assure compliance with the
foregoing conditions, including, but not limited to, a property acquisition and
reimbursement agreement.
9. Failure by the applicant to notify the City, as required by J.2., or simultaneously
submit the required and approved documents specified in J.S. above, or make the
deposits specified in J.6. above, shall, with the exception of J.7. above, constitute
applicant's waiver of the requirements otherwise imposed upon the City to acquire
necessary interests in the property referred to hereinabove.
K The City agrees to accept all public trails within any City -owned open space and the
additional City trails required by the County approvals and constructed to County
standards, and maintain said trails to City standards, including the Cliffie Stone Trail
and Outpost East Trail Rest Area which will be transferred to City ownership as part of
the annexation.
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L. The City agrees that the parks developed as part of the County approvals will be
constructed to County standards and dedicated to and maintained by the HOA, except
the Outpost East Trail Rest Area, which will be a City facility.
M. The City understands the Owner intends to form a Mello -Roos Community Facilities
District (CFD) with the California Municipal Finance Authority (CMFA) that will be
authorized to levy annual special taxes and issue bonds to Finance approximately
$38,000,000 in public improvements and impact fees associated with the Project. Owner
agrees to include within the formation of such CFD a separate service special tax over the
Project to be levied in perpetuity to fund the management and maintenance of the open
space described in Section I of this Agreement. This will generate a minimum of $50,000
per year in revenue, which amount shall be adjusted annually for inflation as described in
the County approvals and the Open Space Agreement to be entered into by the City and
the Owner. The City shall agree to present to the City Council, for its consideration, a
resolution to (a) allow the CFD to be established by CMFA, pursuant to CMFA's Bond
Opportunities for Land Development (BOLD) Program, and to be authorized to levy the
services special tax described above and a special tax to finance certain improvements
that will be City improvements before the annexation, and certain ones that will be City
improvements following the annexation, including those improvements listed in
Exhibit E (City Improvements), and a portion of the Project's B&T Fees listed in Exhibit
E (Financed Fees); (b) authorize the CFD to finance the Stewardship Costs in the amount
of $59,000 and remit to the City the CFD services special tax for use by the City as
Stewardship Funds, pursuant to the Open Space Agreement (as such terms are defined in
the Open Space Agreement); and (c) approve the form and authorize the execution of a
joint community facilities agreement with CMFA and the Owner relating to the CFD and
an Acquisition Funding Agreement with CMFA and the Owner relating to the City
Improvements and the Financed Fees. Should the CFD not be formed, the HOA shall be
responsible to cover the applicable costs of maintenance of the open space described in
Section I of this Agreement.
N. The Developer shall be required to form a Drainage Benefit Assessment Area to fund
maintenance of any water quality devices within the Project that the Los Angeles County
Flood Control District will not maintain as part of the Storm Drain transfer process.
O. The Developer may opt to form a Benefit Assessment District over the Project, such as a
Lighting and Landscape Maintenance District (LLMD), to fund the services conditioned
by and described in the County approvals where a HOA or County -formed Benefit
Assessment District has not been formed over the Project or the Project not been annexed
into an existing County -formed Benefit Assessment District. The City agrees to conduct
such assessment district proceedings. Such services include, but are not limited to,
streetlighting and landscape maintenance.
P. Miscellaneous.
Severability. If any provision of this Agreement is held, to any extent, invalid, the
remainder of this Agreement shall not be affected, except as necessarily required
by the invalid provision, and shall remain in full force and effect.
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2. Waiver or Modification. Any waiver or modification of the provisions of this
Agreement must be in writing and signed by the authorized representative(s) of
each party. Failure by a party to insist upon the strict performance of any of the
provisions of this Agreement by the other party, or the failure by a party to
exercise its rights upon the default of the other party, shall not constitute a waiver
of the party's right to insist upon and demand strict compliance by the other party
with the terms of this Agreement.
Binding upon Heirs, Successors and Assigns. The terms, covenants, and
conditions of this Agreement shall be binding upon all heirs, successors, and
assigns of the parties hereto.
4. Governing Law, Venue. This Agreement shall be construed and enforced in
accordance with the laws of the State of California, without reference to choice
of law provisions. Any legal actions under this Agreement shall be brought only
in the Superior Court of the County of Los Angeles, State of California.
Counterparts. This Agreement may be executed in multiple counterparts, each of
which shall be deemed to be an original. 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.
6. Interpretation. This Agreement shall be construed according to its fair meaning,
and not strictly for or against any party. No presumptions or rules of interpretation
based upon the identity of the party preparing or drafting the Agreement, or any
part thereof, shall apply to the interpretation of this Agreement.
7. Effective Date, Termination, and Enforcement. This Agreement shall become
effective following approval by the City Council and upon signature by all
parties, and shall continue in full force and effect for the duration of the
entitlements described in Paragraph C herein, unless terminated by mutual
agreement of the parties in writing. An individual party may terminate this
Agreement for default, but only after written notice of default and a failure by
the defaulting party to cure the default within 30 days, or if not possible within
30 days, within a reasonable time thereafter, so long as a cure is commenced
within 30 days and thereafter diligently pursued until completion. In addition to
the right to terminate, as well as any other remedy provided at law, a non -
defaulting party may also pursue specific performance as a remedy.
SIGNATURES ON THE NEXT PAGE
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NOW THEREFORE, the parties hereby execute this Pre -Annexation Agreement as
authorized by the City Council of the City of Santa Clarita and BLC Tesoro, LLC.
Dated:
ATTEST:
Mary Cusick, City Clerk
APPROVED AS TO FORM:
City Attorney
CITY OF SANTA CLARITA
Laurene Weste, Mayor
BLC TESORO LLC,
a Delaware limited liability company
LIZ
By:
Name:
Title:
Name:
Title:
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EXHIBIT A
LOS ANGELES COUNTY APPROVALS FOR VTTM 51644-01
APPROVED NOVEMBER 7, 2018,
and AMENDED DUNE 23, 2020, and DUNE 15, 2021,
INCORPORATED BY REFERENCE
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EXHIBIT B
REVISED VTTM 51644-01
INCORPORATED BY REFERENCE
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EXHIBIT C
VTTM 51644-01 OPEN SPACE EXHIBIT
INCORPORATED BY REFERENCE
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EXHIBIT D
OPEN SPACE AGREEMENT
INCORPORATED BY REFERENCE
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EXHIBIT E
VTTM 51644-01 COMMUNITY FACILITIES DISTRICT EXHIBIT
I. Acquisition Improvements'
Extension of Avenida Rancho Tesoro ("A" Street) (subject to annexation)
(est. cost $4,500,000)
II. Financed Fees
The B&T Fees shall include the Bridge and Thoroughfare development impact fees
imposed and collected by the City pursuant to City Ordinance No. as it may
be amended or superseded, net of applicable credits.
Estimated B&T Fees-455 SFD Units x $26,800 = $12,194,000
365 Senior Units x $10,720 = $3,912,800
Total Estimated B&T Fees= $16,106,800
less the credit for the Copper Hill Bridae ($4.884.500)
estimated net reimbursement of B&T Fees = $11,222,300
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