HomeMy WebLinkAbout2023-06-13 - AGENDA REPORTS - SD ANNUAL LEVY FY 2023 24Agenda Item: 11
1. CITY OF SANTA CLARITA
AGENDA REPORT
CONSENT CALENDAR
CITY MANAGER APPROVAL: TAA,/�
DATE: June 13, 2023
SUBJECT: FISCAL YEAR 2023-24 ANNUAL LEVY OF ASSESSMENTS FOR
SPECIAL DISTRICTS
DEPARTMENT: Administrative Services
PRESENTER: Keith Miller
RECOMMENDED ACTION
City Council:
1. Adopt resolutions declaring the City's intention to levy assessments, preliminarily approve
Engineer's Reports in connection with the Special Districts for Fiscal Year 2023-24, and set a
public hearing for June 27, 2023.
2. Adopt the annual report for the Tourism Marketing District, adopt a resolution of intent to
continue a business improvement area in the City of Santa Clarita designated as the Tourism
Marketing District, and set a public hearing for June 27, 2023.
BACKGROUND
This procedural matter orders, approves, and sets the public hearing for the annual levy of the
following special districts:
• Landscape and Lighting District (LLD), inclusive of the City of Santa Clarita's (City)
Landscape Maintenance District (LMD) and Streetlight Maintenance District (SMD);
• Drainage Benefit Assessment Areas (DBAA) 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2,
2013-1, 2014-1, 2015-1, 2017-01, and 2017-02;
• Golden Valley Ranch Open Space Maintenance District (GVROSMD); and
• Tourism Marketing District (TMD).
The City of Santa Clarita, under the provisions of the Landscaping and Lighting Act of 1972,
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Part 2 of Division 15 of the California Streets and Highways Code (1972 Act), and the
provisions of the California Constitution Article XIII D enacted by Proposition 218
(Constitution), annually levies and collects special assessments for the Landscape and Lighting
District (LLD).
Collectively, the LLD incorporates the City's Streetlight Maintenance District (SMD) Zones A
and B, and the Landscape Maintenance District (LMD) Zones 1, 2, 3, 3A, 4, 5, 5A, 6, 7, 7A, 8,
15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 2008-1, T1, T1B, T2, T2A,
T3, T313, T4, T5, T6, T7, T8, T17, T20, T23, T23-1, T23-2, T23A, T23B, T29, T31-1, T31-IA,
T31-2, T33, T44, T46, T47, T48, T51, T52, T62, T65, T65A, T65B, T67, T68, T69, T71, T76,
and T77.
The attached resolutions relate to the preliminary Engineer's Reports for the City's Special
Districts, prepared by Willdan Financial Services for approval by the City Council. These
Special Districts include the LLD, the DBAA, the GVROSMD and the Santa Clarita TMD.
This action also schedules a public hearing to consider the Fiscal Year (FY) 2023-24 assessment
rates recommended for these special districts. If approved, the public hearing ordering the
FY 2023-24 levies will be scheduled for the June 27, 2023, City Council meeting.
Descriptions of the City's Special Districts are provided below.
Landscape Maintenance District (LMD)
The City has 62 financially independent LMD zones, primarily administered through contracts,
which encompass over 2,000 acres of landscape areas including landscaped slopes and parkways,
side -panels, numerous monument signs, and more than 29 miles of paseos. The City also
maintains area -wide amenities located throughout Santa Clarita, including 47 linear miles of
landscaped medians, park facilities, and approximately 65,000 street trees located within the
public right-of-way.
Each of the 62 LMD zones, comprising 63,009 residential and non-residential parcels, include
landscape and ornamental improvements that provide special benefits to properties throughout
Santa Clarita. In total, 88 percent of all parcels throughout the City are located within one or
more LMD zones and fund these landscape amenities through special assessments appearing on
their consolidated annual property tax bill.
The operating budget of a typical LMD encompasses expenditures that include contractual
landscape maintenance, water and electrical utilities, plant replacements, administration,
scheduled and unanticipated repairs, and monitoring services. On average, contractual landscape
maintenance services represent 31.5 percent of the total annual operational cost. A typical
landscape maintenance contract term is two years with three incremental one-year renewal
options.
In zones where parcel owners have authorized assessment rate escalators, the maximum annual
assessment rate adjusts automatically every year by an amount equal to the annual Consumer
Price Index (CPI) for the month of December. Independent of these escalators, the City Council
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maintains the discretion to levy assessment rates up to, or less than, the maximum assessment
rate, with all levies ultimately approved as part of a noticed public hearing.
For FY 2023-24, the CPI increase as of December 2022, is 4.93 percent. The CPI escalators
allow the City to maintain and provide a consistent level of landscape service to each LMD zone,
as maintenance costs increase from year to year. The CPI escalators allow the City to be
responsive to requests identified by the community for new projects, and maintain adequate
funds to support future capital reserve needs.
The City takes a conservative fiscal approach to the management of its LMD zones, having
implemented many cost -saving measures and aggressively rebidding landscape contracts to
ensure operational costs remain competitive. For FY 2023-24, staff is recommending the City
Council levy less than the maximum allowable rate for 42 of 62, or 68 percent, of the City's
LMD zones. A complete listing of recommended levy amounts for all LMD zones is attached to
this report.
In instances where individual zones do not meet their financial operational and reserve goals,
staff is recommending levying the maximum assessment rate. As an annual practice, staff has
included an LMD rate history, which identifies each LMD zone and provides assessment levy
information for each of the last five fiscal years.
Streetlight Maintenance District (SMD)
The SMD supports operations and maintenance of the City's streetlights and traffic signals. The
California Public Utilities Commission formally approved the sale of the streetlight system from
Southern California Edison (Edison) in May 2018. As of April 2023, the City has acquired and
accepted for maintenance 17,791 streetlights with energy efficient light -emitting diode (LED)
fixtures.
Consistent with the City Council's original commitment to the community, in FY 2020-21 the
City began passing along net operational savings realized by purchasing the streetlight system to
property owners in the form of reduced assessments.
All parcels receiving special benefit from the streetlight system financially contribute to the
SMD. The composition of the SMD encompasses parcels that are assessed at either the Zone A
or Zone B rate.
Parcels contributing to Zone A are part of the original district formed by Los Angeles County
prior to the City's incorporation, and pay an annual fixed assessment rate of $12.38.
Parcels annexed into the SMD following transfer from Los Angeles County to Santa Clarita in
1997 contribute to Zone B, and pay an annual assessment rate that can be adjusted each year by
the change in the CPL The current maximum assessment rate for FY 2022-23 is $93.91 per
equivalent benefit unit (EBU).
The assessment rate for parcels located in Zone A will remain at a rate of $12.38. The
assessment methodology for parcels located in Zone A does not include a CPI escalator
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provision. As a result, properties in Zone A receive subsidized streetlight services, as State law
does not allow the City to increase this assessment rate without first securing property owner
approval.
While the maximum FY 2023-24 streetlight assessment rate for parcels located in Zone B is set
to adjust by the annual change in CPI to $98.54, staff recommends holding the rate at $66.00 per
EBU or $32.54 less than the maximum allowable assessment. This marks the fifth consecutive
year in which the City has levied an assessment for parcels located in Zone B that is less than the
maximum rate allowable by law, and the third straight year the rate has been held at $66.00.
Despite incremental increases imposed by Edison, beginning in March 2020, to the energy
charge component of their monthly service cost, staff s ability to recommend setting the coming
year's rate at 33 percent less than the maximum assessment is a direct result of the City
Council's decision to purchase Santa Clarita's Streetlight System.
These operational savings will also expedite paydown of revenue bonds issued to finance the
purchase of the streetlight system and conversion to LED fixtures. The City's current annual debt
service is $860,656, with all bonds originally scheduled for retirement in FY 2046-47. To reduce
the amount of debt service, or total interest payments, tied to bond financing, the City intends to
retire all bonds by September 2028. This action will save property owners approximately $6.2
million in interest.
Drainage Benefit Assessment Areas (DBAA)
The City is responsible for administering 15 DBAAs. Each DBAA benefits properties by
preventing groundwater from rising and channeling surface or sub -surface water to drainage
areas. This operation includes the use and management of multiple pump stations, hydro -augers,
monitoring and observation wells, terrace drains, and Swale drains. For FY 2023-24, staff
recommends levying the maximum rate for 12 of the 15 DBAAs, inclusive of the 4.93 percent
change in CPI.
Golden Valley Ranch Open Space Maintenance District (GVROSMD)
As a condition of project approval, the City Council required the Golden Valley Ranch
development to create an open space maintenance district. The GVROSMD is comprised of 920
acres of natural and undeveloped land and administered by the City through contracts for park
ranger services. This assessment also supports trail maintenance and open space management
within the boundaries of the GVROSMD.
For FY 2023-24, staff recommends the City Council levy the maximum allowable rate of
$207.11 for single-family residential units and $82.24 for single-family condominium units,
inclusive of the 4.93 percent change in CPI.
Tourism Marketing District (TMDJ
The City Council established the TMD as part of the 21-Point Business Plan for Progress. Local
hotels participating in the TMD pay 2 percent of total room rents charged and received from
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hotel guests who do not make the hotel their principal place of residence. The TMD generates
funds to market the City as a tourism destination and attract high -quality, high -economic impact
events to Santa Clarita.
The TMD is authorized by the Parking and Business Area Law of 1989 (Section 36500 et. seq.
of the Streets and Highways Code of the State of California). This state code permits the City to
levy assessments on businesses within a business improvement area and to use such proceeds for
the benefit of the businesses within said area.
ALTERNATIVE ACTION
Other direction as determined by the City Council.
FISCAL IMPACT
There is no impact to the General Fund associated with these actions.
ATTACHMENTS
LLD Intent Resolution
DBAA Intent Resolution
GVROSMD Intent Resolution
TMD Intent Resolution
FY 2023-24 LMD Recommended Rate Table
FY 2023-24 LLD Engineer's Report (available in the City Clerk's Reading File)
FY 2023-24 DBAA Engineer's Report (available in the City Clerk's Reading File)
FY 2023-24 GVROSMD Engineer's Report (available in the City Clerk's Reading File)
FY 2023-24 TMD Annual Report (available in the City Clerk's Reading File)
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RESOLUTION 23-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA CLARITA,
CALIFORNIA, DECLARING THE CITY' S INTENTION TO LEVY ASSESSMENTS,
PRELIMINARILY APPROVE THE ENGINEER'S REPORT IN CONNECTION WITH
THE SANTA CLARITA LANDSCAPING AND LIGHTING DISTRICT FOR FISCAL
YEAR 2023-24, AND APPOINTING A TIME AND PLACE FOR THE
PUBLIC HEARING ON THESE MATTERS
WHEREAS, the City Council of Santa Clarita, California (City Council), pursuant to the
provisions of the Landscaping and Lighting Act of 1972, being Division 15 of the Streets and
Highways Code of the State of California (Act), did by previous resolution, initiate proceedings
calling for the preparation and filing of the annual Engineer's Report for the Santa Clarita
Landscape and Lighting District inclusive of Streetlighting Zones A and B, and Landscaping
Zones Nos. 1, 2, 3, 3A, 4, 5, 5A, 6, 7, 7A, 8, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28,
29, 30, 31, 32, 2008-1, T1, T1B, T2, T2A, T3, T313, T4, T5, T6, T7, T8, T17, T20, T23, T23-1,
T23-2, T23A, T23B, T29, T31-1, T31-1A, T31-2, T33, T44, T46, T47, T48, T51, T52, T62, T65,
T65A, T65B, T67, T68, T69, T71, T76, and T77 (District) and the levy and collection of
assessments within the District for Fiscal Year (FY) 2023-24, for the purposes provided therefore
in the Act; and
WHEREAS, the City Council is desirous to undertake proceedings to provide for the
annual levy of District assessments for FY 2023-24 to provide for the costs and expenses
associated with the operation, maintenance, and servicing of the improvements in the District
and zones that provide special benefits to the parcels therein; and
WHEREAS, in order to maintain the improvements and facilities at a standard acceptable
to the City, the assessments within the District will need to be levied for FY 2023-24; and
WHEREAS, The designated Engineer of Work for the District, Willdan Financial v
Services (Engineer), has prepared and filed with the City Clerk a preliminary Engineer's Report
(Report) concerning the installation, construction, or maintenance of any authorized
improvements under the Act, including any proposed new improvements or any substantial o
changes in existing improvements, and the levy and collection of the proposed FY 2023-24
assessments for the District as required by the provisions of the Act. Pursuant to Chapter 1,
Article 4, Section 22567 of the Act, this Report contains the following:
a. Plans and specifications describing the general nature, location, and extent of the
improvements to be maintained, which incorporate the installation, replacement, construction,
maintenance, and servicing of any authorized improvements under the Act, including, but not
limited to streetlighting, traffic signals, landscape and irrigation improvements, and any facilities
which are appurtenant to any of the aforementioned, or which are necessary or convenient for the
maintenance or servicing thereof.
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b. An estimate of the cost of the operation, maintenance, and servicing of the
improvements for the District for the referenced fiscal year.
c. Diagrams for the District.
d. An assessment of the estimated costs of the operation, maintenance, and servicing, of
the improvements, assessing the net amount upon all assessable lots and parcels within the
District in proportion to the special benefits received; and
WHEREAS, this City Council has examined and considered the Report, improvements,
diagrams, and assessments, and the proceedings prior thereto; and
WHEREAS, the FY 2023-24 Consumer Price Index (CPI) has been determined to be
4.93 percent calculated from the annual change in the CPI, during the preceding year ending in
December, for All Urban Consumers, and the Los Angeles, Long Beach, and Anaheim areas; and
WHEREAS, the FY 2023-24 assessments as described in the Report for the District are
not proposed to be increased above the previously approved and adopted CPI and such
assessments are adequate to maintain the facilities.
NOW, THEREFORE, the City Council of the City of Santa Clarita, California, does
hereby resolve as follows:
SECTION 1. Recitals: That the above recitals are all true and correct.
SECTION 2. Declaration of Intention: That the public interest and convenience requires, M
and it is the intention of this legislative body, to levy and collect assessments to pay the net N
annual special benefit costs and expenses for the installation, replacement, construction, a
maintenance, and servicing of the improvements and facilities for the above -referenced District. W
No new improvements or any substantial changes in existing improvements are proposed as a
part of these proceedings. v
SECTION 3. Fiscal Year: That the assessments described in the Report and proposed to
be levied as part of these proceedings will provide revenue related to the installation, o
replacement, construction, maintenance, and/or servicing of any authorized improvements under o
the Act as outlined in the Report for the fiscal year, commencing July 1, 2023, and ending
June 30, 2024.
SECTION 4. Preliminarily Approves Report: The City Council hereby finds that the
Engineer's Report sufficiently describes the proposed improvements, estimated costs, method of
apportionment and the assessments for FY 2023-24, and the City Council hereby preliminarily
approves, passes on, and adopts the Engineer's Report as submitted to the City Council and filed
with the City Clerk. The preliminary report shall stand as the Engineer's Report for the purposes
of all subsequent proceedings pursuant to this resolution of intention.
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SECTION 5. Assessments: The proposed assessments as described in the Report for
FY 2023-24 are not proposed to be increased above the previously approved and adopted CPI
adjustment.
SECTION 6. Districts Improvements: The installation, construction, or maintenance of
any authorized improvements under the Act, including, but not limited to street lighting,
landscape and irrigation improvements, and any facilities which are appurtenant to any of the
aforementioned, or which are necessary or convenient for the maintenance or servicing thereof.
SECTION 7. Public Hearing Date: The City Council hereby appoints June 27, 2023, at
6:00 p.m., in the City of Santa Clarita, California, as the time, place, and date of the public
hearing regarding the District, the Report prepared and filed in connection therewith and the levy
of assessments for FY 2023-24. At the hearing, the City Council shall hear and consider all
discussion regarding the proposed assessments as described in the Report.
SECTION 8. Notice of Public Hearing: The City Council hereby directs the City Clerk or
their authorized representative to cause Notice of the Public Hearing to be given in the manner
provided by applicable law.
SECTION 9. Adoption of Resolution: The City Clerk shall certify to the adoption of this
resolution.
PASSED, APPROVED, AND ADOPTED this 131h day of June 2023.
ATTEST:
CITY CLERK
DATE:
MAYOR
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STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) ss.
CITY OF SANTA CLARITA )
I, Mary Cusick, City Clerk of the City of Santa Clarita, do hereby certify that the
foregoing Resolution No. 23- was duly adopted by the City Council of the City of Santa
Clarita at a regular meeting thereof, held on the 13th day of June 2023, by the following vote:
AYES: COUNCIL,MEMBERS:
NOES: COUNCIL,MEMBERS:
ABSENT: COUNCIL,MEMBERS:
CITY CLERK
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RESOLUTION NO. 23-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA CLARITA,
CALIFORNIA, DECLARING THE CITY' S INTENTION TO LEVY ASSESSMENTS,
PRELIMINARILY APPROVING AN ENGINEER'S REPORT, AND APPOINTING A TIME
AND PLACE FOR COMMENT (PUBLIC HEARING) ON THE ENGINEER'S REPORT FOR
THE CITY OF SANTA CLARITA DRAINAGE BENEFIT ASSESSMENT AREA NOS. 3, 6,
18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, 2015-1, 2017-1,
AND 2017-2 FOR FISCAL YEAR 2023-24
WHEREAS, the City Council of the City of Santa Clarita, California (City Council), has
previously formed a special maintenance district pursuant to the terms of the Benefit Assessment
Act of 1982, Chapter 6.4 of Part 1, Division 2, Title 5 of the California Government Code,
commencing with Section 54703 (Act), said benefit assessment areas known and designated as
Drainage Benefit Assessment Area Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1,
2014-1, 2015-1, 2017-1, and 2017-2 (Areas); and
WHEREAS, the City Council of the City of Santa Clarita (City) is desirous to take
proceedings to provide for the annual levy of assessments for Fiscal Year (FY) 2023-24 to
provide for the costs and expenses necessary to pay for the maintenance of the drainage benefit
improvements in said Areas; and
WHEREAS, in order to maintain the facilities at a standard acceptable to the City, the
assessments within the Areas will need to be levied for FY 2023-24; and
WHEREAS, Proposition 218, the Right to Vote on Taxes Act, does hereby require that if N
the assessment rate is to be increased, a notice of the proposed assessment along with a ballot
shall be mailed to all owners of identified parcels within the Areas, and that the agency shall LU
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conduct a public hearing not less than 45 days after the mailing of said notice; and Q
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WHEREAS, the establishment of Drainage Benefit Assessment Areas Nos. 3, 6, and 18 ,U)-�
did not include a Consumer's Price Index (CPI) escalation clause; and
WHEREAS, the assessment for FY 2023-24 for Drainage Benefit Assessment Area
No. 19 will not be levied; and
WHEREAS, the assessments for FY 2023-24 for Drainage Benefit Assessment Areas
Nos. 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, 2015-1, 2017-1, and 2017-2 are not
proposed to be increased above the approved CPI; and
WHEREAS, the CPI has been determined to be 4.93 percent calculated as the annual
change in the CPI, during the preceding year ending in December, for All Urban Consumers, for
the Los Angeles, Long Beach, and Anaheim areas; and
WHEREAS, notices and Assessment Ballots are not required if assessments are not
increased other than for the amount of the CPI; and
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WHEREAS, Willdan Financial Services has prepared a preliminary Engineer's Report
(Report) generally containing the following:
a. Plans and specifications describing the general nature, location, and extent of the
improvements to be maintained.
b. An estimate of the cost of the maintenance and servicing of the improvements for the
Areas for the referenced fiscal year.
An assessment of the estimated costs of the maintenance and servicing, assessing the
net amount upon all assessable lots and parcels within the areas in proportion to the
benefits received. That upon completion of the preparation of said Report, the
original shall be filed with the City Clerk, who shall then submit the same to this
legislative body for its immediate review and consideration; and
WHEREAS, this City Council has examined and considered the Report, diagrams, and
assessments, and the proceedings prior thereto.
NOW, THEREFORE, the City Council of the City of Santa Clarita, California, does
hereby resolve as follows:
SECTION 1. Recitals: That the above recitals are all true and correct.
SECTION 2. Declaration of Intention: That the public interest and convenience requires,
and it is the intention of this legislative body, to levy and collect assessments to pay the annual
costs and expenses for the installation, replacement, maintenance and servicing of the
improvements for the above referenced Areas. No new improvements or any substantial changes
in existing improvements or zones are proposed as a part of these proceedings.
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SECTION 3. Fiscal Year: That the assessments as above authorized and levied for these v
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proceedings will provide revenue and relate to the fiscal year, commencing July 1, 2023, and
ending June 30, 2024. c
SECTION 4. Preliminarily Approves Report: The City Council hereby finds that each
and every part of the Engineer's Report is sufficient, and the City Council hereby preliminarily
approves, passes on, and adopts the Engineer's Report as submitted to the City Council and filed
with the City Clerk. The preliminary report shall stand as the Engineer's Report for the purposes
of all subsequent proceedings pursuant to this resolution of intention.
SECTION 5. Areas Improvements: The maintenance of drainage improvements shall
include the furnishing of services and materials for the ordinary and usual maintenance,
operation, and servicing of the improvements.
SECTION 6. Public Hearing: The City Council hereby appoints June 27, 2023, at
6:00 p.m., in the City of Santa Clarita, California, as the time, place, and date of the public
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hearing on the Report. At the hearing, the City Council shall hear and consider all discussion
regarding the proposed assessment as described in the Report.
SECTION 7. Adoption of Resolution: The City Clerk shall certify to the adoption of this
resolution.
PASSED, APPROVED, AND ADOPTED this 13th day of June 2023.
MAYOR
ATTEST:
CITY CLERK
DATE:
STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) ss.
CITY OF SANTA CLARITA )
I, Mary Cusick, City Clerk of the City of Santa Clarita, do hereby certify that the
foregoing Resolution No. 23- was duly adopted by the City Council of the City of Santa
Clarita at a regular meeting thereof, held on the 13th day of June 2023, by the following vote:
AYES: COUNCIL,MEMBERS:
NOES: COUNCIL,MEMBERS:
ABSENT: COUNCIL,MEMBERS:
CITY CLERK
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RESOLUTION NO. 23-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA CLARITA,
CALIFORNIA, DECLARING THE CITY'S INTENTION TO LEVY ASSESSMENTS,
PRELIMINARILY APPROVING AN ENGINEER'S REPORT IN CONNECTION
WITH THE GOLDEN VALLEY RANCH OPEN SPACE MAINTENANCE DISTRICT
FOR FISCAL YEAR 2023-24
WHEREAS, under the provisions of the Landscaping and Lighting Act of 1972, being
Division 15 of the Streets and Highways Code of the State of California (Act), the Golden Valley
Ranch Open Space Maintenance District (District) was approved by the property owners in
2004; and
WHEREAS, the City Council of the City of Santa Clarita (City) is desirous to take
proceedings to provide for the annual levy of assessments for Fiscal Year (FY) 2023-24 to
provide for the costs and expenses necessary to pay for the maintenance of the improvements in
said District; and
WHEREAS, the assessment rates are adequate to maintain the facilities; and
WHEREAS, in order to maintain the facilities at a standard acceptable to the City, the
assessments within the District will need to be levied for FY 2023-24; and
WHEREAS, Proposition 218, the Right to Vote on Taxes Act, does hereby require if the
assessment rate is to be increased, a notice of the proposed assessment, along with a ballot, shall
be mailed to all owners of identified parcels within the District, and the agency shall conduct a
public hearing not less than 45 days after the mailing of said notice; and
WHEREAS, the assessments for FY 2023-24 are not proposed to be increased above the a
approved Consumer Price Index (CPI); and
WHEREAS, the CPI has been determined to be 4.93 percent calculated as the annual
change in the CPI, during the preceding year ending in December, for All Urban Consumers, for .2
the Los Angeles, Long Beach, and Anaheim areas; and o
WHEREAS, notices and Assessment Ballots are not required if assessments are not
increased other than for the amount of the CPI; and
WHEREAS, Willdan Financial Services has prepared a preliminary Engineer's Report
(Report) generally containing the following:
a. Plans and specifications describing the general nature, location, and extent of the
improvements to be maintained.
b. An estimate of the cost of the maintenance and servicing of the improvements for the
District for the referenced fiscal year.
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c. An assessment of the estimated costs of the maintenance and servicing, assessing the
net amount upon all assessable lots and parcels within the District in proportion to the
benefits received. That upon completion of the preparation of said Report, the
original shall be filed with the City Clerk, who shall then submit the same to this
legislative body for its immediate review and consideration; and
WHEREAS, this City Council has examined and considered the Report, diagram, and
assessments, and the proceedings prior thereto.
NOW, THEREFORE, the City Council of the City of Santa Clarita, California, does
hereby resolve as follows:
SECTION 1. Recitals: That the above recitals are all true and correct.
SECTION 2. Declaration of Intention: That the public interest and convenience requires,
and it is the intention of this legislative body, to levy and collect assessments to pay the annual
costs and expenses for the installation, replacement, maintenance and servicing of the
improvements for the above -referenced District. No new improvements or any substantial
changes in existing improvements are proposed as a part of these proceedings.
SECTION 3. Fiscal Year: That the assessments as above authorized and levied for these
proceedings will provide revenue and relate to the fiscal year, commencing July 1, 2023, and
ending June 30, 2024.
SECTION 4. Preliminarily Approves Report: The City Council hereby finds that each N
and every part of the Engineer's Report is sufficient, and the City Council hereby preliminarily
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approves, passes on, and adopts the Engineer's Report as submitted to the City Council and filed w
with the City Clerk. The preliminary report shall stand as the Engineer's Report for the purposes a
of all subsequent proceedings pursuant to this Resolution of Intention.
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SECTION 5. District Improvements: The installation, construction, or maintenance of r_
any authorized improvements under the Act, including, but not limited to, landscape and
irrigation improvements and any facilities which are appurtenant to any of the aforementioned, o
or which are necessary or convenient for the maintenance or servicing thereof. a
SECTION 6. Public Hearing: The City Council hereby appoints June 27, 2023, at
6:00 p.m., in the City of Santa Clarita, California, as the time, place, and date of the public
hearing on the Report. At the hearing, the City Council shall hear and consider all discussion
regarding the proposed assessment as described in the Report.
SECTION 7. Adoption of Resolution: The City Clerk shall certify to the adoption of this
resolution.
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PASSED, APPROVED, AND ADOPTED this 13th day of June 2023.
MAYOR
ATTEST:
CITY CLERK
DATE:
STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) ss.
CITY OF SANTA CLARITA )
I, Mary Cusick, City Clerk of the City of Santa Clarita, do hereby certify that the
foregoing Resolution No. 23-_ was duly adopted by the City Council of the City of Santa Clarita
at a regular meeting thereof, held on the 13th day of June 2023, by the following vote:
AYES: COUNCILMEMBERS:
NOES: COUNCILMEMBERS:
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ABSENT: COUNCILMEMBERS: v
CITY CLERK
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RESOLUTION NO. 23-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA CLARITA,
CALIFORNIA, TO CONTINUE THE SANTA CLARITA TOURISM MARKETING
DISTRICT (BUSINESS IMPROVEMENT AREA) AND THE HOTEL TOURISM
MARKETING BENEFIT ZONE IN THE CITY
WHEREAS, the City of Santa Clarita (City) is a general law City organized and existing
under the laws of the State of California; and
WHEREAS, the Parking and Business Improvement Area Law of 1989 (Section 36500 et
seq. of the Streets and Highways Code of the State of California) authorizes the City to levy
assessments on businesses within a parking and business improvement area, which is in addition
to any assessments, fees, charges, or taxes imposed in the City, and to use such proceeds for the
benefit of businesses within such parking and business improvement area pursuant to said
Parking and Business Improvement Area Law of 1989 (1989 BID Law); and
WHEREAS, on May 25, 2010, the City Council of the City of Santa Clarita, pursuant to
City Ordinance No. 10-4, established the Tourism Marketing District (TMD) and a Hotel
Tourism Marketing Benefit Zone (Benefit Zone); and
WHEREAS, pursuant to Section 36533 of the 1989 BID Law, the Advisory Board for the
TMD has caused a report (Annual Report) to be prepared and filed with the City Clerk, which
describes the improvements and activities for which assessments are to be levied and collected
for Fiscal Year (FY) 2023-24, and this Annual Report has been presented to the City Council for
review and approval; and
WHEREAS, the City Council intends to levy and collect assessments within the Benefit
Zone of the TMD for FY 2023-24 and, by this resolution, fixes a time and place for a public
hearing to be held by the City Council on the levy of the annual assessment for FY 2023-24,
pursuant to Section 36535 of the 1989 BID Law.
a
v
NOW THEREFORE, the City Council of the City of Santa Clarita, California, does r-
hereby resolve as follows:
SECTION 1. The above recitals are all true and correct.
SECTION 2. Pursuant to the 1989 BID Law, the City Council hereby declares its
intention to levy and collect assessments on businesses within the Benefit Zone of the TMD for
FY 2023-24, which commences July 1, 2023, to pay for the improvements, services, and
activities authorized by Ordinance No. 10-4 and described in the Annual Report filed with the
City Clerk.
Page 1 of 4
Packet Pg. 152
SECTION 3. For FY 2023-24, the boundaries of the TMD, which includes all of the real
property within the City, and the Benefit Zone, which is inclusive of the hotels now operating in
the City and identified and attached hereto as Exhibit A, shall be unchanged from the boundaries
established by Ordinance No. 10-4.
SECTION 4. The City Council proposes to annually levy assessments against all
businesses in the Benefit Zone, in accordance with the proposed system of assessments as set
forth on Exhibit B, and as such has determined that the assessments on newly established hotels
shall commence immediately upon the first day of operation and after the public hearing for
inclusion of such property.
SECTION 5. The proposed uses of the revenues derived from charges levied against
businesses in the Benefit Zone for FY 2023-24 generally include, but are not limited to, the
following:
a) Promoting the identity of Santa Clarita through financial support of key regional and
national events that support tourism and result in an economic impact; and
b) Developing and implementing a destination marketing strategy and promotions
targeting potential hotel guests; and
c) Developing and undertaking an advertising and public relations program focusing on
the business and leisure travel trade; and
d) Subsidization of high -quality, high -economic impact events; and
e) Annual operation expenses including, but not limited to, annual district administration
functions and expenses, printing, postage, and meetings; and
f) Support and funding of the Summer Trolley program; and
g) Attendance at key meeting and consumer trade shows.
SECTION 6. In addition to any assessments, fees, charges, or taxes imposed otherwise in
the City, the City Council proposes to levy assessments against businesses in the Benefit Zone in
Fiscal Year 2023-24 for the purpose of funding the programs, activities, and services that will
promote the City and hotels as a tourist destination. A description of the proposed system of
assessments is set forth on Exhibit B, attached hereto and incorporated herein by this reference.
SECTION 7. The City Council hereby approves the Annual Report for FY 2023-24 as
submitted to the City Clerk or as amended herein by City Council direction. Said Annual Report,
as submitted or amended, provides a full and sufficient description of the improvements,
services, and activities to be funded by the assessments for FY 2023-24, the boundaries of the
TMD and the Benefit Zone within the TMD, and the proposed assessments to be levied upon the
businesses within the TMD for that fiscal year. Said report, as submitted or amended, is by
reference made part of this resolution.
Page 2 of 4
Packet Pg. 153
SECTION 8. A public hearing concerning the FY 2023-24 levy of annual assessments for
the TMD Benefit Zone will be held on June 27, 2023, at 6:00 p.m., or as soon thereafter as the
matter can be heard at the City Council's regularly held meeting, located at 23920 Valencia
Boulevard, Santa Clarita. At the public hearing, written and oral protests may be presented to the
City Council. The form and manner of protests shall comply with Sections 36524 and 36525 of
the 1989 BID Law, which generally establish that if written protests are received from the
owners of businesses that will pay 50 percent or more of the assessments to be levied and
protests are not withdrawn so as to reduce the protests to less than that 50 percent, no further
proceedings to levy the proposed assessment shall be taken for a period of one year from the date
of the finding of a majority protest by the City Council. If the majority protest is only against the
furnishing of a specified type or types of improvement or activity, those types of improvements
or activities shall be eliminated. Every written protest shall be filed with the Clerk at or before
the time fixed for the public hearing. The City Council may waive any irregularity in the form or
content of any written protest and at the public hearing may correct minor defects in the
proceedings. A written protest may be withdrawn in writing at any time before the conclusion of
the public hearing.
SECTION 9. Pursuant to Section 36534 of the 1989 BID Law, the City Clerk is hereby
directed to give notice of the public hearing by causing the resolution of intention to be published
once in a newspaper of general circulation in the City not less than seven (7) days before the
public hearing scheduled for June 27, 2023.
PASSED, APPROVED, AND ADOPTED this 131h day of June 2023.
ATTEST:
CITY CLERK
DATE:
Page 3 of 4
MAYOR
Packet Pg. 154
STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) ss.
CITY OF SANTA CLARITA )
I, Mary Cusick, City Clerk of the City of Santa Clarita, do hereby certify that the foregoing
Resolution No. 23-_ was duly adopted by the City Council of the City of Santa Clarita at a
regular meeting thereof, held on the 131h day of June 2023, by the following vote:
AYES: COUNCILMEMBERS:
NOES: COUNCILMEMBERS:
ABSENT: COUNCILMEMBERS:
Page 4 of 4
CITY CLERK
Packet Pg. 155
Exhibit A
SANTA CLARITA
TOURISM MARKETING DISTRICT
HOTEL TOURISM MARKETING BENEFIT ZONE
Hotels in Fiscal Year 2023-24
The following is a list of hotels now operating, or proposed to operate, in the Tourism Marketing
District, and specifically the Hotel Tourism Marketing Benefit Zone for FY 2023-24.
Best Western Valencia Inn
27513 Wayne Mills Place
Santa Clarita, CA 91355
Courtyard by Marriott
28523 Westinghouse Place
Santa Clarita, CA 91355
Embassy Suites
28508 Westinghouse Place
Santa Clarita, CA 91355
Holiday Inn Express
27501 Wayne Mills Place
Santa Clarita, CA 91355
(Assessor #--2861071008)
(Assessor #--2866034080)
(Assessor 9--2866034097)
(Assessor 9--2861071011)
Homewood Suites I Hampton Inn
28700 Newhall Ranch Road (Assessor 9--2866035007)
Santa Clarita, CA 91355
Hotel Lexen
24219 Railroad Avenue
Santa Clarita, CA 91321
Hyatt Regency Valencia
24500 Town Center Drive
Santa Clarita, CA 91355
(Assessor #--2831018040)
(Assessor 9--2861062020)
SpringHill Suites I Residence Inn
27413 Wayne Mills Place (Assessor #--2861071010)
Santa Clarita, CA 91355
Packet Pg. 156
Exhibit B
SANTA CLARITA
TOURISM MARKETING DISTRICT
HOTEL TOURISM MARKETING BENEFIT ZONE
Proposed System of Assessment (Methodology)
The proposed system of assessments is designed to generate revenue from hotels in the City to
provide a method of funding public programs and activities that will promote the City and hotels
as a tourist destination. The City's hotels comprise the Benefit Zone and are the only business
proposed to be assessed. An annual assessment is to be levied against hotels based on the
benefits they derive from the program of activities. Businesses located outside the Benefit Zone
(i.e., all non -hotel businesses) would not be assessed as they derive only, at most, an indirect
benefit from the program of activities.
Any modification to the Benefit Zone or program of activities for which the assessments are
proposed to be levied would be subject to notification of all businesses within the Area and a
public hearing before the City Council. At such public hearing, the City Council shall hear all
protests and receive evidence, including written protests, for and against such modification.
Each business in the Benefit Zone shall pay a charge of two (2) percent of total room rents
charged and received from transient hotel guests who do not make the hotel their principal place
of residence.
Once the system of charges is established, it cannot be changed without written notice to all N
businesses in the Area and a public hearing held by the City Council. At such public hearing, the Q
City Council shall hear all protests and receive evidence, including written protests, for and W
against such changes. a
U
Charges will be collected by the City of Santa Clarita, with the funds being remitted to a special
fund of the City for expenditure in accordance with its adopted annual budget as presented by the r_
Advisory Committee appointed by the City Council.
Packet Pg. 157
LMD Rate History
N
o
DMo zone
zone Name
FY 18/19
Applied
pp
Rate
FY 19/20
Applied
Rate
Rate
FY 20/21
Applied
Rate
Rate
FY 21/22
Applied
Rate
R
FY 22/23
Applied
Rate
Rate
Proposed
FY 23/24
Applied
Rate
FY 23/24
Max Rate
Net Applied
Rate
Change
9
from FY
22/23
FY 23/24 c _1�1 > 0 U ,o
Applied s° o
C F 3ID
Rate F a o o a
Variance
k N Q D o - o
from �� o y �o
Maximum N
Rate N v U
1
1
Golden Valley Centex
$50.00
$50.00
$50.00
$50.00
$50.00
$50.00
$86.43
$0.00
($36.43)1
X
X
2
2
Edwards Cinema - Parkways
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$3,742.39
$0.00
($3,742.39)
X
X
X
3
3
Sierra Heights
$150.00
$375.00
$375.00
$308.00
$328.24
$328.24
$859.83
$0.00
($531.59)
X
X
3A
Sierra Heights
$50.00
$175.00
$175.00
$142.00
$151.33
$151.33
$335.24
$0.00
($183.91)
X
X
4
4
Via Princessa/Sierra Hwy
$223.09
$230.32
$230.32
$230.32
$230.32
$230.32
$269.02
$0.00
($38.70)
X
5
5
Sunset Hills
$540.00
$540.00
$540.00
$540.00
$540.00
$540.00
$1,575.19
$0.00
($1,035.19)
X
X
5A
Sunset Hills
$350.001
$350.00
$350.00
$350.00
$350.00
$350.00
$1,061.70
$0.00
($711.70)
X
X
6
6
Canyon Crest
$225.00
$250.00
$250.00
$250.00
$250.00
$250.00
$710.86
$0.00
($460.86)
X
X
7
7
Creekside
$160.00
$180.00
$180.00
$180.00
$191.82
$191.82
$334.72
$0.00
($142.90)
X
X
8
7A
Woodlands
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
X
X
X
9
8
Ackerman Avenue
$233.13
$240.69
$240.69
$251.40
$267.93
$281.13
$281.13
$13.20
$0.00
X
X
10
15
River Village
$700.00
$600.00
$600.00
$500.00
$500.00
$450.00
$1,361.24
($50.00)
($911.24)
X
X
X
11
16
Valencia Industrial Center
$25.00
$36.09
$36.09
$37.69
$40.17
$42.15
$42.15
$1.98
$0.00
X
12
17
Bouquet/Railroad Ave
$87.701
$87.70
$87.70
$87.70
$87.701
$87.70
$105.76
$0.00
($18.06)
X
X
13
18
Town Center/Creekside
$160.00
$160.00
$160.00
$160.00
$160.00
$180.00
$251.45
$20.00
($71.45)
X
X
X
14
19
Bridgeport/Bouquet
$82.83
$85.51
$88.04
$89.33
$95.20
$99.88
$99.88
$4.68
$0.00
X
15
20
Golden Valley Ranch - Com
$600.00
$300.00
$300.00
$300.00
$300.00
$300.00
$3,917.80
$0.00
($3,617.80)
X
X
16
21
Golden Valley Ranch - Res
$621.66
$641.80
$641.80
$600.00
$600.00
$600.00
$749.64
$0.00
($149.64)
X
X
17
22
HMNMH
$85.00
$100.00
$100.00
$100.00
$100.00
$100.00
$348.78
$0.00
($248.78)
X
X
18
23
Montecito
$0.00
$0.00
$0.00
$0.001
$0.00
$0.00
$64.28
$0.00
($64.28)1
X
X
X
19
24
Canyon Gate
$450.00
$450.00
$450.00
$400.00
$400.00
$300.00
$858.99
($100.00)
($558.99)
X
X
X
20
25
Valle Di Oro
$100.00
$125.00
$125.00
$125.00
$125.00
$150.00
$208.15
$25.00
($58.15)
X
X
X
21
26
Centre Pointe
$75.00
$75.00
$75.00
$65.00
$65.00
$65.00
$114.84
$0.00
($49.84)
X
X
22
27
Circle J. Ranch
$400.00
$500.00
$500.00
$640.00
$680.00
$720.001
$945.98
$40.00
($225.98)
X
X
X
23
28
Newhall
$80.97
$83.59
$83.59
$87.31
$93.05
$97.64
$97.64
$4.59
$0.00
X
24
29
Villa Metro
$247.98
$247.98
$200.00
$200.00
$200.00
$200.00
$299.04
$0.00
($99.04)
X
X
25
30
Penlon
$229.82
$237.27
$220.00
$220.001
$220.00
$220.00
$277.14
$0.00
($57.14)1
X
X
26
31
Five Knolls
$700.67
$700.67
$700.67
$600.00
$450.00
$450.00
$844.92
$0.00
($394.92)1
X
X
27
32
Vista Canyon
$68.88
$71.11
$71.11
$74.28
$79.16
$83.06
$83.06
$3.90
$0.00
X
X
28
2008-1
Area -Wide Beautification
$67.76
$69.95
$72.02
$73.07
$77.87
$81.71
$81.71
$3.84
$0.00
X
29
T1
Faircliff
$0.00
$5,000.00
$5,000.00
$5,000.00
$5,500.00
$6,200.001
$10,595.21
$700.00
($4,395.21)
X
X
X
30
T1B
Whites Canyon
$0.00
$29.00
$29.00
$29.00
$30.98
$30.98
$33.96
$0.00
($2.98)
X
X
31
T2
Old Orchard
$200.77
$207.27
$207.27
$216.50
$230.73
$242.10
$242.10
$11.37
$0.00
X
X
321
T2A
ISkyline Ranch
N/A
$83.62
$83.62
$87.341
$93.08
$97.67
$97.67
$4.59
$0.00
X
X
33
T3
Valencia Hills
$231.32
$265.00
$265.00
$268.84
$286.51
$300.63
$502.73
$14.12
($202.10)1
X
X
X
T3B
Valencia Hills Trees
$31.321
$32.33
$32.33
$32.80
$34.95
$36.67
$47.47
$1.72
($10.80)
X
X
X
34
T4
Valencia Meadows
$144.00
$175.00
$175.00
$175.00
$175.00
$200.00
$276.37
$25.00
($76.37)
X
X
X
35
T5
Valencia Glen
$210.00
$225.00
$225.00
$228.26
$228.26
$228.26
$278.27
$0.00
($50.01)
X
X
36
T6
Valencia South Valley
$232.18
$247.18
$247.18
$247.18
$247.18
$247.18
$310.49
$0.00
($63.31)
X
X
37
T7
Valencia Central & North Valley
$220.00
$230.00
$230.00
$230.00
$230.00
$250.00
$326.74
$20.00
($76.74)
X
X
X
38
T8
Valencia Summit
$557.04
$575.09
$592.11
$600.701
$640.17
$671.73
$671.73
$31.56
$0.00
X
39
1 T17
IRainbow Glen
1 $552.21
$570.10
$570.101
$595.491
$634.62
$665.90
$665.90
$31.28
$0.00
X
X
1401
T20
I EI Dorado Village
1 $300.00
$300.001
$300.001
$300.001
$300.00
$300.00
$300.00
1 $0.00
$0.00
X
X
LL
O
W
J
J
Q
Z
Z
Q
d'
N
M
fV
O
N
Q
W
J
a
U
LL
d
H
d
cC
d
C
d
E
E
O
V
d
J
Iq
N
M
fV
O
fV
LL
C
N
E
t
V
Q
Packet Pg. 158
LMD Rate History
N
o
DMD zone
zone Name
FY 18/19
Applied
pp
Rate
FY 19/20
Applied
Rate
Rate
FY 20/21
Applied
Rate
Rate
FY 21/22
Applied
R
Rate
FY 22/23
Applied
Rate
Rate
Proposed
FY 23/24
Applied
Rate
FY 23/24
Max Rate
Net Applied
Rate
Change
9
from FY
22/23
FY 23/24 c � > 0 U ,o
Applied s° o
C F 3ID
Rate F a o o a
Variance
k N Q D o - o
from �� o y �o
Maximum N
Rate N v U
T23
Mountain View Slopes
$741.62
$765.64
$765.64
$765.64
$815.94
$856.16
$894.30
$40.22
($38.14)
X
X
41
T23-1
Mountain View Slopes
$429.70
$443.62
$443.62
$443.62
$472.77
$496.07
$518.17
$23.30
($22.10)
X
X
T23-2
Mountain View Slopes
$429.70
$443.62
$443.62
$443.62
$472.77
$496.07
$518.17
$23.30
($22.10)
X
X
42
T23A
Mountain View Condos
$867.33
$895.43
$895.43
$895.43
$954.26
$1,001.30
$1,045.90
$47.04
($44.60)
X
X
X
43
T23B
Seco Villas
$732.06
$755.78
$755.78
$789.44
$841.31
$882.78
$882.78
$41.47
$0.00
X
441
T29
lAmerican Beauty
$225.00
$300.00
$300.00
$300.00
$300.00
$300.00
$475.93
$0.00
($175.93)
X
X
T31-1
Shangri-La
$1,248.66
$1,289.12
$1,289.12
$1,346.52
$1,434.99
$1,505.73
$1,505.73
$70.74
$0.00
X
X
45
T31-1A
Shangri-La
$568.79
$587.21
$587.21
$613.36
$653.66
$685.89
$685.89
$32.23
$0.00
X
X
T31-2
Shangri-La
$7,792.12
$8,044.58
$8,044.58
$8,402.801
$8,954.87
$9,396.341
$9,396.34
$441.47
$0.00
X
X
46
T33
Canyon Park
$200.00
$200.00
$200.00
$200.00
$200.00
$200.00
$300.00
$0.00
($100.00)1
X
X
X
47
T44
Bouquet Canyon
$300.00
$300.00
$300.00
$300.00
$300.00
$300.00
$300.00
$0.00
$0.00
X
48
T46
Northbridge
$735.00
$735.00
$735.00
$825.00
$879.20
$950.00
$1,062.57
$70.80
($112.57)
X
X
49
T47
Northpark
$433.01
$447.04
$447.04
$466.94
$497.63
$522.16
$522.16
$24.53
$0.00
X
50
T48
Shadow Hills
$455.00
$455.00
$455.00
$455.00
$455.00
$455.00
$455.00
$0.00
$0.00
X
51
T51
Valencia High School
$612.78
$632.63
$632.63
$660.80
$704.22
$704.22
$738.94
$0.00
($34.72)
X
X
52
T52
Stonecrest(Lower)
$888.68
$917.47
$944.62
$958.32
$1,021.29
$1,071.63
$1,071.63
$50.34
$0.00
X
53
T62
Canyon Heights
$600.00
$600.00
$600.00
$600.00
$600.00
$600.00
$600.00
$0.00
$0.00
X
X
54
T65
Fair Oaks
$0.001
$0.00
$0.00
$0.00
$0.00
$0.00
$1,242.76
$0.00
($1,242.76)
X
X
X
55
T65A
Fair Oaks Ranch
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$742.29
$0.00
($742.29)
X
X
X
56
T65B
Fair Oaks Park
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$270.27
$0.00
($270.27)
X
X
X
57
T67
Miramontes
$600.00
$650.00
$650.00
$650.00
$650.00
$650.00
$1,103.37
$0.00
($453.37)
X
X
58
T68-Res
West Creek Residential
$118.96
$122.82
$122.82
$128.29
$136.72
$143.45
$143.45
$6.73
$0.00
X
X
T68-Com
West Creek Commercial
$135.56
$139.95
$139.95
$146.18
$155.79
$163.47
$163.47
$7.68
$0.00
X
X
T69-Res
West Hills Residential
$0.00
$0.00
$0.00
$500.00
$650.00
$680.00
$791.77
$30.00
($111.77)1
X
X
X
59
T69-Com
West Hills Commercial
$0.001
$0.00
$0.00
$690.04
$765.38
$771.63
$771.63
$6.25
$0.00
X
X
T69 MWD
West Hills Residential (MWD)
$60.69
$60.70
$60.70
$0.00
$0.00
$0.00
$518.78
$0.00
($518.78)
X
X
X
X
T69 MWD
West Hills Commercial (MWD)
$75.78
$75.78
$75.78
$0.00
$0.00
$0.00
$581.97
$0.00
($581.97)
X
X
X
X
60
T71
Haskell Canyon Ranch
$632.28
$632.28
$632.28
$632.28
$632.28j
$632.28j
$762.45
1 $0.00
($130.17)
X
X
61
T76
Tesoro
N/A
N/A
N/A
N/A
$92.761
$97.031
$97.03
1 $4.27
$0.00
X
62
T77
jWest Creek Park
$0.00
$0.00
$0.001
$0.001
$0.001
$0.001
$93.23
1 $0.00
($93.23)
X
X
X
X
T77 MWD
MWD-West Creek Park
$83.79
$83.79
$83.791
$0.001
$0.001
$0.001
$182.83
1 $0.00
($18583)1
X
X
X
X
The most important criteria is the financial health of each zone's reserve. Our goal is to maintainan operating reserve equal to or greater than 50% of a zones' annual operating cost. Where
the reserve meets this criteria, the reserve goal is considered "met".
42 of 62 Zones (68%) -Levied less than the maximum
7 of 62 Zones (11%) -Zero levy assessment
44 of 62 Zones (71Y) - Reserve Goal Met
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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 2023/2024, as they existed at the time of the passage
of the Resolution of Intention. Reference is hereby made to the Los Angeles County Assessor's
maps for a detailed description of the lines and dimensions of parcels within the Districts. The
undersigned respectfully submits the enclosed Report as directed by the City Council.
Dated this day of 12023.
la
Stacee Reynolds
Senior Project Manager
District Administration Services
Wlldan 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 12023.
21
Mary Cusick, City Clerk
City of Santa Clarita
Los Angeles County, California
I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and
Assessment Diagram thereto attached was approved and confirmed by the City Council of the
City of Santa Clarita, California, on the day of 12023.
By:
Mary Cusick, City Clerk
City of Santa Clarita
Los Angeles County, California
TABLE OF CONTENTS
OVERVIEW
I
A.
INTRODUCTION
1
B.
EFFECT OF PROPOSITION 218
3
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
/V
METHOD OF APPORTIONMENT OF ASSESSMENT
15
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
32
V.
ASSESSMENT ROLL
35
V/.
ASSESSMENT DIAGRAM
36
/_1:j:j=1kiIQ :1
Landscaping Improvements
Yy 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 I I 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,T31-1A, T31-2, T33, T44, T46,
T47, T48, T51, T52, T62, T65, T65A, T65B, T67, T68, T69, T71, T76 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.
On November 12, 2019, the City Council adopted Resolution No. 19-57, which initiated
annexation proceedings for the Tesoro del Valle annexation with the Local Agency
Formation Commission (LAFCO). The application was submitted to LAFCO on January
28, 2020.
On August 9, 2022, the Los Angeles County Board of Supervisors approved a
supplemental joint resolution which included the transfer of Zone T76 to the City of Santa
Clarita followed by the City Council approval on August 23, 2022. Annexation 2020-01,
transferring Landscape Zone T76 (Tesoro Adobe) was completed on November 14, 2022.
The City became responsible for the operations and maintenance of Tesoro Adobe on
December 1, 2022.
Fiscal Year City of Santa Clarita Engineer's Report
2023/2024 Landscaping and Lighting District Page 1
Yy WILLDAN
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 2023/2024 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 2023/2024 levy and collection of assessments related to these specific parcels within
the District.
If any section, subsection, sentence, clause, phrase, portion, zone, or subzone of this
Report is, for any reason, held to be invalid or unconstitutional by the decision of any court
of competent jurisdiction, such decision shall not affect the validity of the remaining
provisions of the Report and each section, subsection, subdivision, sentence, clause,
phrase, portion, zone, or subzone thereof, irrespective of the fact that any one or more
sections, subsections, sentences, clauses, phrases, portions, zones, or subzones might
subsequently be declared invalid or unconstitutional.
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 $98.53 (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
Fiscal Year City of Santa Clarita Engineer's Report
2023/2024 Landscaping and Lighting District Page 2
W I LLDAN
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 2023/2024 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 2023/2024.
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.
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 XI I I D 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 2023/2024, the applicable CPI increase during the preceding year and
applied to the applicable Zone maximum assessment rates is 4.93%.
Fiscal Year City of Santa Clarita Engineer's Report
2023/2024 Landscaping and Lighting District Page 3
Yy 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
2023/2024 Landscaping and Lighting District Page 4
Yy 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
2023/2024 Landscaping and Lighting District Page 5
Yy WILLDAN
Zone 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
2023/2024 Landscaping and Lighting District Page 6
Yy WILLDAN
Zone
DescriptionT8 Summit
T17
Rainbow Glen
T20
El Dorado Village
T23
Mountain View Slopes
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
T76
Tesoro Adobe
T77
West Creek Park (Inactive)
Street Lighting Improvements
Street Lighting Zones within the District were established to collect funds to cover the
expenses for energy and maintenance of streetlights in the City. These costs are billed by
the Southern California Edison Company for the operation of approximately 18,750
streetlights, inclusive of decorative and Highway Safety Lights (HSL) streetlights. In May
of 2018, the California Public Utilities Commission approved sale of the Edison -owned
streetlight system to the City of Santa Clarita. As of April 2023, Edison has transferred
ownership of 17,791 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.
Fiscal Year City of Santa Clarita Engineer's Report
2023/2024 Landscaping and Lighting District Page 7
Yy WILLDAN
• 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 $860,656 (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 2023/2024.
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
2023/2024 in the Landscaping Zones.
Area -wide Beautification
Magic Mountain Parkway Beautification, Phase I Construction (131019) —This project will
begin Phase I construction of the beautification improvements along Magic Mountain
Parkway between Tourney Road and Avignon Drive. Identified improvements for Phase I
include continuation of landscaped medians, edge curb and gutter, along with overlay for
a six -lane roadway on Magic Mountain Parkway.
Various Zones
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.
2022-23 Paseo Bridge Maintenance and Painting Program (M1038) — This project
provides structural maintenance and painting to selected pedestrian paseo bridges over
Fiscal Year City of Santa Clarita Engineer's Report
2023/2024 Landscaping and Lighting District Page 8
Yy WILLDAN
McBean Parkway south of Town Center Drive, McBean Parkway north of Sunset Hills
Drive, and El Paseo Drive ease of McBean Parkway. This includes deck surface repair
and coating, structural member painting, joint seal replacement, abutment wall crack
repair and painting, handrail painting, and other required maintenance work.
Fiscal Year City of Santa Clarita Engineer's Report
2023/2024 Landscaping and Lighting District Page 9
Yy WILLDAN
//1 ESTIMATE OF COSTS
The estimated costs for the operation, acquisition, installation, maintenance and servicing
of the facilities for Fiscal Year 2023/2024 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
2023/2024 Landscaping and Lighting District Page 10
vY WILLDAN
Landscaping Budgets:
MEN1MI
Golden Valley Centex
Projected
Beginning
Fund
Balance as
$66,976
Projected
Revenue
$13,087
Projected
Interest
Revenue
$1,811
Projected
A.
Valorem
Revenue
Projected
Total
Revenues
$14,898
Projected
Operation
Maintenance
Expenses
$3,175
Capital
Expenses
$0
Total
Expenses
$3,175
Projected
Reserve
$78,700
3
Sierra Heights
413,644
51,580
11,187
62,767
40,465
0
40,465
435,946
4
Via Princessa/Sierra Hwy
(79,255)
121,176
(2,144)
119,032
26,951
0
26,951
12,826
5
Sunset Hills
482,298
91,840
13,044
104,884
120,963
2,000
122,963
464,219
6
Canyon Crest
634,063
70,000
17,149
87,149
67,448
0
67,448
653,764
7
Creekside
396,316
197,190
10,719
207,909
190,037
39,691
229,728
374,498
8
Friendly/Sierra
46,370
9,421
1,254
10,675
8,985
0
8,985
48,060
15
River Village
1,139,426
360,743
30,817
391,559
281,545
25,000
306,545
1,224,440
16
Valencia Industrial Center
(519,349)
322,796
(14,046)
308,750
266,020
15,000
281,020
(491,619)
17
Bouquet/Railroad Ave
290,481
112,581
7,856
120,438
51,011
0
51,011
359,907
18
Town Center/Tourney Road
627,913
728,050
16,983
745,032
540,185
324,435
864,620
508,326
19
Bridgeport/Bouquet
(10,539)
120,235
(285)
119,950
99,426
39,689
139,115
(29,704)
20
Golden Valley Ranch-
Commercial
559,124
101,196
15,122
116,318
98,025
0
98,025
577,417
21
Golden Valley Ranch-
Residential
540,726
291,948
14,624
306,572
232,838
0
232,838
614,460
22
HMNMH
128,372
17,862
3,472
21,334
22,892
0
22,892
126,814
24
Canyon Gate
340,330
45,008
9,205
54,212
46,463
0
46,463
348,079
25
Valle Di Oro
31,692
12,107
857
12,965
13,715
0
13,715
30,941
26
Center Point -Commercial
1,025,065
165,187
27,724
192,911
169,265
0
169,265
1,048,711
27
Circle J Ranch
625,090
588,382
16,906
605,288
581,796
20,000
601,796
628,582
28
Newhall
181,448
532,565
4,907
537,473
475,007
35,000
510,007
208,914
29
Villa Metro
307,397
64,493
8,314
72,807
66,537
0
66,537
313,667
30
Penlon
82,729
31,240
2,237
33,477
30,825
5,000
35,825
80,382
31
Five Knolls
730,138
234,956
19,747
254,704
186,455
0
186,455
798,387
��32
Vista Canyon
271,837
74,529
7,352
81,881
45,264
0
45,264
308,454
Fiscal Year City of Santa Clarita Engineer's Report
2023/2024 Landscape and Lighting District Page 11
vY WILLDAN
Zone
T1
DescriptionBalance
Faircliff
Beginning
as
108,044
ProjectedFund
Revenue
1,0002,922
Projected
Revenue
ProjectedProjected
..
Revenue
Projected
Revenues
33,92233,302
.
Operation
Expenses
Expenses
033,302
Expenses
.
Reserve
108,664
T113
PlumMhites Canyon
330,903
93,027
8,950
101,977
0
0
0
432,880
T2
Old Orchard
233,511
273,259
6,316
110,673
390,247
322,282
83,420
405,702
218,056
T2A
Skyline
279,411
158,383
7,557
165,940
139,060
0
139,060
306,291
T3
Valencia Hills
344,017
146,462
9,304
78,666
234,432
228,706
120,000
348,706
229,744
T4
Valencia Meadows
268,070
191,171
7,250
39,867
238,288
210,117
12,000
222,117
284,241
T5
Valencia Glen
409,529
169,141
11,076
69,539
249,756
236,402
83,700
320,102
339,183
T6
Valencia South Valley
360,604
149,050
9,753
158,802
119,561
10,000
129,561
389,846
T7
Valencia Central & North Valley
566,378
493,006
15,318
508,324
451,372
168,354
619,726
454,976
T8
Valencia Summit
(220,605)
1,437,502
(5,966)
1,431,536
1,302,625
74,315
1,376,940
(166,010)
T17
Rainbow Glen
93,956
49,277
2,541
51,818
47,470
0
47,470
98,304
T20
El Dorado Village
441,459
189,000
11,940
200,940
176,420
0
176,420
465,979
T23
Mountain View Slopes
88,717
1,084,168
2,399
1,086,568
812,725
65,225
877,950
297,335
T23A
Mountain View Condos
425,859
383,498
11,518
395,016
341,118
19,660
360,778
460,097
T23B
Seco Villas
53,555
137,714
1,448
139,162
96,052
11,585
107,637
85,080
T29
American Beauty
584,187
66,300
15,800
82,100
58,939
0
58,939
607,348
T31
Shangri-la
681,453
466,573
18,431
485,004
423,816
10,000
433,816
732,640
T33
Canyon Park
734,839
100,200
19,874
120,074
97,103
0
97,103
757,810
T44
Bouquet Cyn
(206,629)
90,600
(5,588)
85,012
81,246
0
81,246
(202,863)
T46
Northbridge
564,111
2,198,891
15,257
2,214,148
1,947,658
84,389
2,032,047
746,212
T47
Northpark
69,166
1,007,336
1,871
1,009,206
780,557
66,129
846,686
231,686
T48
Shadow Hills
(359,048)
47,775
(9,711)
38,064
55,915
0
55,915
(376,899)
T51
Valencia High School
917,193
564,784
24,806
589,591
533,670
0
533,670
973,113
T52
Stonecrest Lower
(107,047)
536,079
(2,895)
533,183
434,039
0
434,039
(7,903)
T62
Canyon Heights
103,922
129,000
2,811
131,811
122,775
0
122,775
112,958
T65
Fair Oaks Ph 1
1,172,644
0
31,715
31,715
190,191
0
190,191
1,014,168
T65A
Fair Oaks Ph 2 & 3
11089,122
0
29,456
29,456
257,986
0
257,986
860,592
Fiscal Year City of Santa Clarita Engineer's Report
2023/2024 Landscape and Lighting District Page 12
vY WILLDAN
The following table summarizes the MWD Repair and Replacement funds for West Creek/West Hill area:
Metropolitan Water District (MWD) Repair and Replacement funds were created to finance the repair and replacement costs for the
landscaping located within MWD's property due to either future installation of a new MWD pipeline or future repairs to the existing MWD
pipeline within the West Creek/West Hills area (T69 and T77). Assessments levied for this purpose are kept separately from the normal
operations and maintenance assessments for Zone T69 and Zone T77.
Fiscal Year City of Santa Clarita Engineer's Report
2023/2024 Landscape and Lighting District Page 13
*6VI LLDAN
Street Lighting Budget:
REVENUES
Assessment - Levy A $440,582
Assessment - Levy B 2,584,728
Interest 56,522
Property Damage Payment 375,000
Total Revenues $3,456,832
EXPENDITURES
Personnel
Department $373,220
Other Administrative 192,125
Operations & Maintenance
Electric Utilities - Street Lights 1,563,924
Contractual Services 116,468
Streetlight Replacement 250,000
General Administration 579,714
Subtotal Operations & Maintenance $3,075,451
Transfers
Transfers In from General Benefit
$(270,635)
Transfers In from Operational Benefit
(208.639)
Transfers Out to Debt Service Fund
860,656
Total Expenditures
$3,456,833
SURPLUS (DEFICIT) 0
Fund Analysis
Estimated Beginning Fund Balance (7/01/23)
2,188,229
Estimated Revenues
3,456,832
Estimated Expenditures
($3,456,833)
Estimated Ending Fund Balance (6/30/24)
$2,188,228
Operating Reserves
($1,537,726)
Reserves for capital replacement (6/30/24)
650,503
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
2023/2024 Landscape and Lighting District Page 14
'O/WILLDAN
/V METHOD OF APPORTIONMENT OF ASSESSMENT
A. GENERAL
Part 2 of Division 15 of the Streets and Highways Code, the Landscaping and Lighting Act
of 1972, permits the establishment of 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.
B. 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.
C. 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
2023/2024 Landscape and Lighting District Page 15
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
2023/2024 Landscape and Lighting District Page 16
'O/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
2023/2024 Landscape and Lighting District Page 17
'O/WILLDAN
would be no need for providing a system of streets with safety lighting for the owners of
the individual parcels.
The City has determined that streetlights are also an integral part of the quality of life within
the City. This quality of life is a special benefit to some degree to all parcels, except
government owned parcels, including easements, and flood channel parcels. Therefore,
the acquisition, installation, operation and maintenance of streetlights are for the express,
special benefit of the parcels within the District.
D. GENERAL BENEFITS
General Benefit within Landscaping Zones
The general benefits associated with trees, landscaping improvements, hardscaping,
ornamental structures and appurtenant facilities located near the parcels within the
Districts are considered incidental, negligible and non -quantifiable to the public at large.
Landscaping in the medians along the major thoroughfares provides only incidental,
negligible and non -quantifiable benefits to motorists traveling to, from or through the City.
Operation and maintenance of the trails and greenways within the City provides only
incidental, negligible and non -quantifiable benefits to pedestrians and cyclists traveling
through the trails and greenbelts. The improvements detailed in Part A herein confer
special benefits that affect the assessed property in a way that is particular and distinct
from the effects on other parcels and that real property in general and the public at large
do not share.
General Benefit within Lighting Zones
In addition to the special benefits received by the parcels within the 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.
E. APPORTIONMENT METHODOLOGY
Landscaping Methodology
The following table lists the various Zones within the District, their land use and
assessment type, and the number of assessable parcels, units, acreage or EBU's.
Equivalent Benefit Units (EBU's)
In order to allocate benefit fairly between the parcels, an Equivalent Benefit Unit (EBU)
methodology is proposed which equates different types of land uses to a single-family
residential parcel, thereby allowing a uniform method of assessment.
Fiscal Year City of Santa Clarita Engineer's Report
2023/2024 Landscape and Lighting District Page 18
'O/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
Type
EBU
EBU's
261.735
Method Code
table)
3
2
Comm
Parcel
1
1
3
Res
Parcel
76
1
3A
Res
Parcel
176
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
801.650
4
16
Comm/Vac
EBU
7,658.278
4
17
Multiple
EBU
1,283.710
4
18
Res/Comm
EBU
4,044.721
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
817.198
4
28
Res/Comm
EBU
5,454.378
4
Fiscal Year City of Santa Clarita Engineer's Report
2023/2024 Landscape and Lighting District Page 19
yY WILLDAN
Zone
29
Land Use
Res/Comm
Asmt.
Type
EBU
Acreage
EBU's
322.466
Method Code
(descriptions
followthis
table)
5
30
Res
EBU
142.000
2
31
Res
EBU
522.126
4
32
Res/Comm
EBU
897.290
7
2008-1
Res/Comm
EBU
97,526.020
4
T1
Comm
EBU
5.000
2
T1 B
Res
EBU
3,002.813
8
T2
Res/Comm
EBU
1,128.701
4
T2A
Res
EBU
1,621.613
8
T3
Res/Comm
EBU
462.000
4
T313
Res/Comm
EBU
206.459
4
T4
Res/Comm
EBU
955.853
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
500.246
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
1,087.819
6
Fiscal Year City of Santa Clarita Engineer's Report
2023/2024 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
2023/2024 Landscape and Lighting District Page 21
'O/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)
1 unit x
1.15
= 1.15 EBU / unit
Vacant / Park / School
1 acre x
9.81
= 9.81 EBU / acre
Live -work units are for both residential and non-residential use. Each live -work unit will be assessed 1 EBU for the
residential unit plus 9.72 EBLls 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 EBLls per acre) will be assigned to a live -work unit for the
non-residential use, for a total of 1.15 EBLls 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
Fiscal Year City of Santa Clarita
2023/2024 Landscape and Lighting District
1.00 EBU
0.80 EBU
0.70 EBU
1.00 EBU
Engineer's Report
Page 22
'O/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
2023/2024 Landscape and Lighting District Page 23
'O/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
2023/2024 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
APT2
Apartments (2-4 units)
1/2 x units
+ 0.26 x units +
0.26
2
1.00
+ 0.50 +
0.25
3
1.50
+ 0.75 +
0.25
4
2.00
+ 1.00 +
0.25
= 1.00 per parcel
= 1.75 per parcel
= 2.50 per parcel
= 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
2023/2024 Landscape and Lighting District Page 25
Yy WILLDAN
Table 2 summarizes the Non -Residential EBU calculation:
Table 2 - EBU Calculations for Non-Residen`
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______
MineralProcessin�_________________________________________
0.0_056_15per100SgFtoflot-
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_______
Hoyyitals______________________________________________
0.0_128_86per100SgFtoflot_
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).
Fiscal Year City of Santa Clarita Engineer's Report
2023/2024 Landscape and Lighting District Page 26
'O/WILLDAN
F. ASSESSMENT RATES AND ANNUAL LEVY
Landscaping Zones
The Assessment Rates and Annual Assessment Amounts for each Landscaping Zone for
Fiscal Year 2023/2024 is provided in the following tables:
Fiscal Year City of Santa Clarita Engineer's Report
2023/2024 Landscape and Lighting District Page 27
AO/W I LLDAN
Zone
.DescriptionAmount
.
...
.
1
1G Golden Valley Parkway
EBU
261.735
$82.370
1 $86.431
$50.00
$13,086.75
2
2F Cinema Parkway
Parcel
1
$3,566.566
$3,742.397
$0.00
$0.00
3
Sierra Heights
Parcel
76
$819.439
$859.838
$328.34
$24,953.84
3A
Parcel
176
$319.498
$335.249
$151.33
$26,634.08
252
$51,587.92
4
Via Princessa/Sierra Hwy
EBU
526.118
$256.387
$269.026
$230.32
$121,175.59
5
Sunset Hills
Parcel
161
$1,501.189
$1,575.198
$540.00
$86,940.00
5A
Parcel
14
$1,011.823
$1,061.706
$350.00
$4,900.00
175
$91,840.00
6
Canyon Crest
EBU
280.000
$677.470
$710.869
$250.00
$70,000.00
7
Creekside
EBU
1,027.997
$318.996
$334.723
$191.82
$197,190.38
8
Friendly/Sierra
EBU
33.510
$267.926
$281.135
$281.13
$9,420.67
15
River Village
EBU
801.650
$1,201.983
$1,261.241
$450.00
$360,742.50
16
Valencia Industrial Center
EBU
7,658.278
$40.175
$42.155
$42.15
$322,796.42
17
Bouquet/Railroad Ave
EBU
1,283.710
$100.791
$105.760
$87.70
$112,581.32
18
Town Center / Tourney Road
EBU
4,044.721
$239.641
$251.455
$180.00
$728,049.76
19
Bridgeport/Bouquet
EBU
1,203.795
$95.196
$99.889
$99.88
$120,235.04
20
Golden Valley Ranch -
Commercial
EBU
337.320
$3,733.731
$3,917.804
$300.00
$101,196.00
21
Golden Valley Ranch -
Residential
EBU
486.580
$714.425
$749.646
$600.00
$291,948.00
22
HMNMH
EBU
178.620
$332.395
$348.783
$100.00
$17,862.00
23
Montecito
EBU
104.240
$61.266
$64.287
$0.00
$0.00
24
Canyon Gate
EBU
150.025
$818.634
$858.993
$300.00
$45,007.50
25
Valle Di Oro
EBU
80.717
$198.375
$208.155
$150.00
$12,107.50
26
Centre Pointe
EBU
2,541.346
$109.448
$114.844
$65.00
$165,187.46
27
Circle J Ranch
EBU
817.198
$901.537
$945.983
$720.00
$588,382.20
28
Newhall
EBU
5,454.378
$93.053
$97.641
$97.64
$532,565.46
29
Villa Metro
EBU
322.466
$284.994
$299.044
$200.00
$64,493.16
Fiscal Year City of Santa Clarita Engineer's Report
2023/2024 Landscape and Lighting District Page 28
AO/W I LLDAN
Zone .DescriptionAmount
.
...
.
30
Penlon
EBU
142.000
$264.118
$277.140
$220.00
$31,240.00
31
Five Knolls
EBU
522.126
$805.228
$844.926
$450.00
$234,956.48
32
Vista Canyon
EBU
897.290
$79.164
$83.066
$83.06
$74,528.89
2008-1
Area -wide Beautification
EBU
97,526.020
$77.872
$81.711
$81.71
$7,968,851.09
T1
Faircliff
EBU
5.000
$10,097.409
$10,595.211
$6,200.00
$31,000.00
T1B
Plum/Whites Canyon
EBU
3,002.813
$32.369
$33.965
$30.98
$93,027.14
T2
Old Orchard
EBU
1,128.701
$230.728
$242.103
$242.10
$273,258.51
T2A
Skyline Ranch
EBU
1,621.613
$93.087
$97.676
$97.67
$158,382.92
T3
Valencia Hills
EBU
462.000
$479.112
$502.732
$300.63
$138,891.06
T313
Valencia Hills Res./Golf Course
EBU
206.459
$45.246
$47.476
$36.67
$7,570.83
T4
Valencia Meadows
EBU
955.853
$263.388
$276.373
$200.00
$191,170.60
T5
Valencia Glen
Parcel
741.000
$265.200
$278.274
$228.26
$169,140.66
T6
Valencia South Valley
Parcel
603
$295.904
$310.492
$247.18
$149,049.54
T7
Valencia Central & North Valley
EBU
1,972.025
$311.395
$326.746
$250.00
$493,006.25
T8
Valencia Summit
Parcel
2,140
$640.170
$671.730
$671.73
$1,437,502.20
T17
Rainbow Glen
Parcel
74
$634.619
$665.906
$665.90
$49,276.60
T20
El Dorado Village
Parcel
630
$300.000
$300.000
$300.00
$189,000.00
T230)
Mountain View Slopes
Parcel
954
$852.286
$894.303
$856.17
$816,786.18
T23-1
Parcel
383
$493.828
$518.174
$496.07
$189,994.81
T23-2
Parcel
156
$493.828
$518.174
$496.07
$77,386.92
1,493
$1,084,167.91
T23A
Mountain View Condos
Parcel
383
$996.762
$1,045.902
$1,001.30
$383,497.90
T23B
Seco Villas
Parcel
156
$841.305
$882.782
$882.78
$137,713.68
T29
American Beauty
Parcel
221
$453.572
$475.933
$300.00
$66,300.00
T31 (2)
Shangri-La
Parcel
(see T31-1, -
2
T31-1
Parcel
182
$1,434.991
$1,505.736
$1,505.73
$274,042.86
T31-1A
Parcel
267
$653.666
$685.891
$685.89
$183,132.63
T31-2
Parcel
1
$8,954.869
$9,396.344
$9,396.34
$9,396.34
Fiscal Year City of Santa Clarita Engineer's Report
2023/2024 Landscape and Lighting District Page 29
AO/W I LLDAN
Zone
.DescriptionAmount
.
...
.
450
$466,571.83
T33
Canyon Park
Parcel
501
$300.000
$300.000
$200.00
$100,200.00
T44
Bouquet Canyon
Parcel
302
$300.000
$300.000
$300.00
$90,600.00
T46
Northbridge
EBU
2,314.622
$1,012.649
$1,062.573
$950.00
$2,198,891.19
T47
North ark
EBU
1,929.172
$497.627
$522.160
$522.16
$1,007,336.45
T48
Shadow Hills
Parcel
105
$455.000
$455.000
$455.00
$47,775.00
T51
Valencia High
Parcel
802
$704.222
$738.940
$704.22
$564,784.44
T52
Stonecrest Lower
EBU
500.246
$1,021.286
$1,071.635
$1,071.63
$536,078.62
T62
Canyon Heights
Parcel
215
$600.000
$600.000
$600.00
$129,000.00
T65
Fair Oaks
Parcel
394
$1,184.374
$1,242.764
$0.00
$0.00
T65A
Fair Oaks Ranch
EBU
1,075.000
$707.423
$742.299
$0.00
$0.00
T65B
Fair Oaks Park
EBU
710.000
$257.578
$270.277
$0.00
$0.00
T67
Miramontes
Parcel
420
$1,051.532
$1,103.373
$650.00
$273,000.00
T68
West Creek
RES
EBU
1,079.200
$136.719
$143.459
$143.45
$154,811.24
COM
EBU
8.619
$155.791
$163.472
$163.47
$1,408.95
1,087.819
$156,220.19
T69
West Hills
RES
EBU
873.000
$754.578
$791.779
$680.00
$593,640.00
COM
EBU
5.284
$735.380
$771.635
$771.63
$4,077.29
878.284
$597,717.29
T69
MWD
West Hills
RES
EBU
873.000
$526.897
$552.873
$0.00
$0.00
COM
EBU
7.440
$591.068
$620.207
$0.00
$0.00
880.440
$0.00
T71
Haskell Canyon Ranch
Parcel
223
$726.629
$762.452
$632.28
$140,998.44
T76
Tesoro Adobe
Parcel
1,129
$92.476
$97.035
$97.03
$109,546.87
T77
West Creek Park
EBU
1,960.820
$88.852
$93.233
$0.00
$0.00
Fiscal Year City of Santa Clarita Engineer's Report
2023/2024 Landscape and Lighting District Page 30
AO/W I LLDAN
(1) Zone T23 - Consists of 1,490 residential parcels and 3 non-residential parcels: Zone T23 has 951 SF units and 3 non-res; Zone T23-1 has 382 condo units; Zone T23-2
has 156 condo units.
(2) Zone T31 - Consists of 450 residential parcels and one commercial parcel.
Fiscal Year City of Santa Clarita Engineer's Report
2023/2024 Landscape and Lighting District Page 31
*'WILLDAN
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 2023-24 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 2023-24, the proposed applied assessment for parcels
located in Zone B will be set at $66.00 per EBU, or approximately 30 percent less than
the maximum assessment rate.
The proposed Fiscal Year 2023/2024 assessment rates for the Street Lighting Zones are
summarized in the table below.
CPI Increase: 4.93%
Fiscal Year City of Santa Clarita Engineer's Report
2023/2024 Landscape and Lighting District Page 32
*'WILLDAN
The following tables provide a summary of the EBU's for each land use shown above for
both Street Lighting Zone A and B.
EBU Summary by Land Use
Street Lighting Zone A
Assessments per EBU: $12.38
Land Use
Parcels
Units
Lot Sq Ft
EBU's
Estimated
Assessment
Revenue ($)
K-TIN, IN
..
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: • 1 .1
m�
Subtotals
33,283
36,599
3,379,580.60
35,597.22
440,593.04
Fiscal Year City of Santa Clarita Engineer's Report
2023/2024 Landscape and Lighting District Page 33
vv WILLDAN
EBU Summary by Land Use (Continued)
Street Lighting Zone B
Assessments per EBU: $66.00
Land Use
Parcels
Units
Lot Sq Ft
EBU's
Estimated
Assessment
Revenue
Subtotal Zone B
Total Street Lighting Zones
31,525
64,808
33,417
70,016
36,539,256.90
39,918,837.50
39,162.74
74,759.95
$2,584,727.70
$3,025,320.74
Fiscal Year City of Santa Clarita Engineer's Report
2023/2024 Landscape and Lighting District Page 34
vv WILLDAN
V ASSESSMENT ROLL
The total proposed assessment for Fiscal Year 2023/2024 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
2023/2024 Landscape and Lighting District Page 35
vv WILLDAN
7 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
2023/2024 Landscape and Lighting District Page 36
*WILLDAN
APPENDIX
There are over 2,100 acres of maintained landscaping benefiting properties located in 58 active
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 LM D 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 Beautification):
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-seven 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 Summit, 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 Court Homes, 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
2023/2024 Landscape and Lighting District APPENDIX
Yy 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
2023/2024 Landscape and Lighting District APPENDIX
SNNTA
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27368 Via Industria
Suite 200
Temecula, California 92590
T 951.587.3500 1 800.755.6864
F 951.587.3510
www.wilidan.com
CITY OF SANTA CLARITA
DRAINAGE BENEFIT ASSESSMENT AREA
(DBAA) Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2,
2013-1, 2014-1, 2015-1, 2017-1 and 2017-2
ENGINEER'S REPORT
CERTIFICATE
This Report describes the Drainage Benefit Assessment Areas (DBAAs) including the
improvements, budgets, parcels, and assessments to be levied for Fiscal Year 2023/2024, as
they existed at the time of the passage of the Resolution of Intention. Reference is hereby made
to the Los Angeles County Assessor's maps for a detailed description of the lines and dimensions
of parcels within the DBAAs. The undersigned respectfully submits the enclosed Report as
directed by the City Council.
Dated this day of 12023.
AM
Wlldan Financial Services
Assessment Engineer
By:
Stacee Reynolds Tyrone Peter
Principal Consultant, District Administration Services PE # C81888
I HEREBY CERTIFY the enclosed Engineer's Report, together with Assessment Roll and
Assessment Diagram thereto attached, was filed with me on the day of 12023.
By:
Mary Cusick, City Clerk
City of Santa Clarita
Los Angeles County, California
I HEREBY CERTIFY the enclosed Engineer's Report, together with Assessment Roll and
Assessment Diagram thereto attached, was approved and confirmed by the City Council of the
City of Santa Clarita, California, on the day of 12023.
By:
Mary Cusick, City Clerk
City of Santa Clarita
Los Angeles County, California
TABLE OF CONTENTS
LOVERVIEW.................................................................................................................1
A. INTRODUCTION............................................................................................................ 1
B. RIGHT TO VOTE ON TAXES ACT (PROPOSITION 218).............................................. 1
A PLANS AND SPECIFICATIONS..................................................................................... 3
A. DESCRIPTION OF THE DRAINAGE BENEFIT ASSESSMENT AREAS ...................... 3
///.
ESTIMATE OF COSTS.................................................................................................. 9
/V
METHOD OF ASSESSMENT................................................................................11
A.
BACKGROUND............................................................................................................11
B.
SPECIAL BENEFIT.......................................................................................................11
C.
GENERAL BENEFIT.....................................................................................................15
D.
APPORTIONMENT.......................................................................................................20
E.
ANNUAL ESCALATORS..............................................................................................24
V
ASSESSMENT DIAGRAM....................................................................................
26
V/.
ASSESSMENT ROLL............................................................................................
27
APPENDICES
A. Assessment Boundary Diagrams
Exhibit A - DBAA No. 3
Exhibit B - DBAA No. 6
Exhibit C - DBAA No. 18
Exhibit D - DBAA No. 19
Exhibit E -
DBAA No.
20
Exhibit F -
DBAA No.
22
Exhibit G
- DBAA No.
24
Exhibit H
- DBAA No.
33
Exhibit I -
DBAA No.
2008-1
Exhibit J -
DBAA No.
2008-2
Exhibit K -
DBAA No.
2013-1
Exhitbit L
- DBAA No.
2014-1
Exhitbit M
- DBAA No. 2015-1
Exhibit N
- DBAA No.
2017-1
Exhibit O
- DBAA No.
2017-2
B. Assessment Roll
YY WILLDAN
OVERVIEW
A. INTRODUCTION
This report is prepared in compliance with the requirements of Article 4 of Chapter 6.4, of
the Benefit Assessment Act of 1982, (hereinafter referred to as the "1982 Act") of the
California Government Code. The City Council of the City of Santa Clarita, being the
legislative body for the Drainage Benefit Assessment Areas (DBAAs), may, pursuant to
the 1982 Act, levy annual assessments and act as the governing body for the operations
and administration of the DBAAs. The 1982 Act provides for the levy of annual
assessments after formation of an assessment district for the continued maintenance and
servicing of the district improvements. The costs associated with the installation,
maintenance, and service of the improvements may be assessed to those properties
which benefit by the installation, maintenance, and service.
B. RIGHT TO VOTE ON TAXES ACT (PROPOSITION 218)
On November 5, 1996, the electorate approved Proposition 218, Right to Vote on Taxes
Act, which added Articles XIIIC and MID to the California Constitution. The Proposition
affects all assessments upon real property for a special benefit conferred on the property.
Assessments imposed under the 1982 Act are special benefit assessments. However,
Proposition 218 also exempts any assessments imposed to finance costs associated with
drainage systems. In Santa Clarita, required drainage systems due to development of land
may require the property owner, as a condition of development approval, to annex into or
form a Drainage Benefit Assessment Area (DBAA) to pay for its ongoing maintenance. As
such, owners and subsequent owners of benefiting parcels are assessed annually. DBAA
Nos. 3, 6, 18, 20, 22, 2008-1, 2008-2, 2013-1, 2014-1, 2015-1, 2017-1 and 2017-2 were
formed in this way. The one exception to the above formation process is DBAA No. 19,
whose formation was initiated by a group of homeowners in response to rising
groundwater in their immediate neighborhood.
On September 11, 2018, the Los Angeles County Board of Directors approved a Joint
Resolution between the City of Santa Clarita and the County of Los Angeles for the City's
annexation of unincorporated territory known as Annexation No. 2018-04 (Plum Canyon,
Skyline Ranch, and North Sand Canyon) and for the transferring of certain rights, tax
revenue, property, improvements, assessment areas and districts to the City of Santa
Clarita. DBAA No. 24 and DBAA No. 33 were transferred to the City of Santa Clarita as
part of this territory annexation.
Assessments for DBAA Nos. 3, 6, 18, and 19 are exempt from the provisions of
Proposition 218. Therefore, subsequent increases, if any, will be subject to the procedures
and approval process of Section 4 of Article XI I I D.
DBAA Nos. 20, 22, 33, 2008-1, 2008-2, 2013-1, 2014-1, 2015-1, 2017-1 and 2017-2 were
established under the provisions of Proposition 218, and the maximum assessments may
be increased by the annual change in CPI. For the annual assessment rates to be
increased above the maximum allowable assessment rates, the increase rates will be
subject to the procedures and approval process of Section 4 of Article XIIID.
Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report
2023/2024 2015-1, 2017-1 and 2017-2 Page 1
YY WILLDAN
Assessments for DBAA No. 24 were approved prior to the passage of Proposition 218.
However annual adjustments to reflect changes in the maintenance costs were approved
at the time the DBAA was formed.
Assessments, if authorized by the City Council, will be placed on the 2023/2024 Los
Angeles County Property Tax Roll. Reserve funds will be used to fund the maintenance
and service until the first installment of assessment funds are distributed by the County
Tax Collector in December of 2023.
Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report
2023/2024 2015-1, 2017-1 and 2017-2 Page 2
YY WILLDAN
A PLANS AND SPECIFICATIONS
A. DESCRIPTION OF THE DRAINAGE BENEFIT ASSESSMENT AREAS
The proposed services involve the maintenance and operation of surface and subsurface
drainage systems constructed for Tract No. 36496 (DBAA No. 3); Tract No. 43528 (DBAA
No. 6); Tract No. 44965 (DBAA No. 18); the Four Oaks Area (DBAA No. 19); Tract Nos.
47863, 46626, and 50536 (DBAA No. 20); Tract Nos. 51857 and 52372 (DBAA No. 22);
Tract Nos. 31158, 37081, 44966, 46268, 46269 and 46270 (DBAA No. 24); Tract No.
60922 (DBAA No. 33); Tract Nos. 53425-02 and 53425-03 (DBAA No. 2008-1); Tract No.
52414-01, lots 9 through 17 (DBAA No. 2008-2 GVR Commercial); Tract No. 62322
(DBAA No. 2013-1, Villa Metro); Tract No. 53425 (DBAA No. 2014-1 River Village Area
C); Tract No. 60258 (DBAA No. 2015-1 Five Knolls), Tract No. 69164 Vista Canyon (DBAA
No. 2017-1) and Tract No. 71564 Golden Valley Ranch (DBAA No. 2017-2) as shown in
Appendix A.
The services necessary for the DBAAs include, but are not limited to, and may generally
be described as shown below:
• DBAA No. 3: Whites Canyon Road and Nadal Street
The drainage facilities consist of three observation wells without pumps and sixteen
horizontal drains or hydraugers. The drainage facilities are shown on Exhibit A.
Maintenance and operation of the drainage facilities involve: 1) inspection, monitoring,
and evaluations; 2) well and appurtenant facilities unclogging and clean -out; 3) annual
geologist review with a report and recommendations; 4) installation of dewatering
devices and other mitigation measures; and 5) maintenance and repair.
• DBAA No. 6: Shangri-La Drive and Nathan Hill Road
The drainage facilities consist of one pump station, three observation wells with
pumps, six observation wells without pumps, one access shaft, and six hydraugers.
The drainage facilities are shown on Exhibit B.
Maintenance and operation of the drainage facilities involve: 1) inspection, monitoring,
and evaluations; 2) well and appurtenant facilities unclogging and clean -out; 3) annual
geologist review with a report and recommendations; 4) installation of dewatering
devices and other mitigation measures; 5) maintenance and repair.
• DBAA No. 18: Bakerton Street
The drainage facilities consist of one pump station, one sump pump drainage system,
five access shafts, and twenty-one observation wells without pumps. The drainage
facilities are shown on Exhibit C.
Maintenance and operation of the drainage facilities involve: 1) inspection, monitoring,
and evaluations; 2) well and appurtenant facilities unclogging and clean -out; 3) annual
geologist review with a report and recommendations; 4) installation of dewatering
devices and other mitigation measures; 5) maintenance and repair.
Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report
2023/2024 2015-1, 2017-1 and 2017-2 Page 3
YY WILLDAN
• DBAA No. 19: Four Oaks east of Camp Plenty Road
The drainage facilities consist of two pumps and two observation wells without pumps.
The drainage facilities are shown on Exhibit D.
Maintenance and operation of the drainage facilities involve: 1) inspection, monitoring,
and evaluations; 2) well unclogging and clean -out; 3) installation of dewatering devices
and other mitigation measures; 4) maintenance and repair.
• DBAA No. 20: Whites Canyon Road and Canyon Crest Drive
The drainage facilities consist of two observation wells, eight monitoring wells, terrace
drains, swale drains, storm drains, and appurtenant facilities. The boundaries of DBAA
No. 20 are shown on Exhibit E.
Maintenance and operation of the drainage facilities involve: 1) inspection, monitoring,
and evaluations; 2) unclog and clean -out wells and appurtenant facilities; 3)
maintenance and repair; 4) installation of dewatering devices and other mitigation
measures; 5) annual geologist review with a report and recommendations; and 6)
administration.
• DBAA No. 22: Shadow Pines Boulevard and Narcissus Crest Avenue
The drainage facilities consist of sub drains, terrace drains, parkway culverts, swale
drains, down drains, inlet structures, flumes, stand pipes, debris walls, catch basins,
and all storm drain and related structures and appurtenant facilities. The boundaries
of DBAA No. 22 are shown on Exhibit F.
Maintenance and operation of the drainage facilities involve: 1) inspection, monitoring,
and evaluations; 2) drain and appurtenant facilities unclogging and clean -out; 3)
annual geologist review with a report and recommendations; 4) installation of
dewatering devices and other mitigation measures; and 5) maintenance and repair.
• DBAA No. 24: Plum Canyon
The drainage facilities consist of sub drains and wells with appurtenant pumping
equipment. The boundaries of DBAA No. 24 are shown on Exhibit G.
Maintenance and operation of the drainage facilities involve: operation and
maintenance of a subsurface drainage system consisting of collection subdrains and
monitoring/dewatering wells with appurtenant pumping equipment.
• DBAA No. 33: Skyline Ranch
The drainage facility is a runoff treatment system consisting of two (2) Continuous
Deflective Separation units and thirty (30) catch basin filters.
Maintenance and operation of the runoff treatment system includes, but is not limited
to: Four complete system inspections per year and two annual maintenance (clean out
of the system with a vacuum truck, removal of surface motor oil and hydrocarbons,
trash removal, power washing of the separation screen as needed).
The boundaries of DBAA No. 33 are shown on Exhibit H.
Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report
2023/2024 2015-1, 2017-1 and 2017-2 Page 4
YY WILLDAN
• DBAA No. 2008-1: River Village
The drainage facilities consist of two (2) water quality basins (extended dry detention
basins). The boundaries of DBAA No. 2008-1 are shown on Exhibit I.
The water quality basins treat runoff from portions of the River Village development.
The basins are extended dry detention basins with surface flow wetland that is
vegetated and landscaped with native vegetation. The basins also have subsurface
low -flow devices. Extended dry detention basins are designed to detain stormwater
runoff for some minimum time (e.g., 48 hours) to allow particles and associated
pollutants to settle. Additionally, the basins have been designed to reduce the two-
year peak flow from the post -development condition to the pre -development condition.
The difference in the pre -and post -development stormwater runoff generated by a two-
year storm, and by a 0.75-inch (first flush) storm, will be collected, detained, and
treated in the basins, before it is released into the Santa Clara River. Regular
maintenance is required in order for the basins to function correctly within the design
parameters.
Maintenance and operation of the drainage facilities involve but are not limited to: 1)
silt/debris removal; 2) landscaping replacement; 3) replacement of piping and gravel
media; 4) storm damage repair; 5) periodic maintenance and repair, and 6) annual
review with a report and recommendations.
• DBAA No. 2008-2: Golden Valley Ranch — Commercial
The drainage facilities consist of Storm Drain Line "D", several or numerous lateral
lines, and a continuous deflection separation unit. The boundaries of DBAA No. 2008-
2 are shown on Exhibit J.
Services involve the maintenance and operation of Storm Drain Line "D" in Tract No.
52414-01 and all lateral lines associated with Line "D," including the continuous
deflection separation unit. Storm Drain Line "D" drains portions of the Golden Valley
Ranch Commercial development and is the only storm drain line that is not being
accepted into the Los Angeles County Flood Control District's system.
Regular maintenance is required in order for the storm drain line and lateral lines to
function correctly within the design parameters.
Maintenance and operation of the drainage facilities involve: 1) inspection, monitoring,
and evaluations; 2) well and appurtenant facilities unclogging and clean -out; 3) annual
geologist review with a report and recommendations; 4) installation of dewatering
devices and other mitigation measures; 5) maintenance and repair.
• DBAA No. 2013-1: Villa Metro
The drainage facilities consist of one (1) storm drain box culvert. The boundaries of
DBAA No. 2013-1 are shown on Exhibit K.
The storm drain box culvert places the existing open channel that runs along the
frontage of the development underground, thereby gaining additional area to develop.
Regular maintenance is required in order for the box culvert to function correctly within
the design parameters. The services necessary include, but are not limited to, and
may be generally described as: 1) inspection, 2) storm damage repair, 3) cleaning can
this be replaced with silt and debris removal and 4) administration.
Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report
2023/2024 2015-1, 2017-1 and 2017-2 Page 5
YY WILLDAN
• DBAA No. 2014-1: River Village Area C
The drainage facilities consist of one (1) water quality basin (extended dry detention
basin), the facilities not maintained by LACFLD (shown in the Storm Drain
Improvement Plans for Tract No. 53425, M.T.D. No. 1819, Sheet 3A), and project
mitigation measures outlined in the Environmental Impact Report to reduce the
amount of pollutants in urban runoff prior to its discharge into the Santa Clarita River.
The boundaries of DBAA No. 2014-1 are shown on Exhibit L.
The water quality basin treats runoff from portions of the River Village development.
The basin is an extended dry detention basin with surface wetland that is vegetated
and landscaped with native vegetation. Extended dry detention basins are designed
to detain the stormwater runoff for some minimum time (e.g. 48 hours) to allow
particles and associated pollutants to settle. Additionally, the basins have been
designed to reduce the two-year peak flow from the post -development condition to the
pre -development condition. The difference in the pre- and post -development
stormwater runoff generated by a two-year storm, and by a 0.75 inch (first flush) storm,
will be collected, detained, and treated in the basins, before it is released into the Santa
Clarita River. Regular maintenance is required in order for the basins to function
correctly within the design parameters.
The services necessary for this area include, but are not limited to, and may be
generally described as: 1) silt/debris removal, 2) landscaping replacement, 3)
replacement of piping and gravel, 4) storm damage repair, 5) periodic maintenance
and repair, and 6) annual review with a report and recommendations.
• DBAA No. 2015-1: Five Knolls
The services involve the maintenance and operation of the two (2) water quality basin
(extended detention basins) and one (1) bio swale required for Five Knolls Tract No.
60258 by the Urban Storm Mitigation Plan (USMP) and the project mitigation
measures outlined in the Environmental Impact Report to reduce the amount of
pollutants in urban runoff prior to its discharge into the Santa Clara River. The basins
treat runoff from portions of the Five Knolls Development. The water quality basin is
an extended dry detention basin with wetland that is vegetated and landscaped with
native vegetation. Extended detention basins are basins whose outlets have been
designed to detain the storm water runoff for some minimum time (e.g. 48 hours) to
allow particles and associated pollutants to settle. Additionally, the basins have been
designed to reduce the 2-year peak flow from the post -development condition to the
pre -development condition. The difference in the pre -and post -development
Stormwater runoff generated by a 2-year storm, and by a 0.75-inch (first flush) storm,
will be collected, detained, and treated in the basins, before it is released into the Santa
Clara River. Regular maintenance is required in order for the basins to function
correctly within the design parameters.
The services necessary for the District include, but are not limited to, and may be
generally described as: 1) silt/debris removal, 2) landscaping replacement, 3)
replacement of piping and gravel media as needed, 4) storm damage repair, and 5)
annual review with a report and recommendations.
The boundaries of DBAA No. 2015-1 are shown on Exhibit M.
Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report
2023/2024 2015-1, 2017-1 and 2017-2 Page 6
WILLDAN
• DBAA No. 2017-1: Vista Canyon
The proposed services involve the maintenance and operation of five (5) water quality
treatment facilities (four (4) Chambermaxx basins and one (1) Bio basin) required for
Vista Canyon Tentative Tract Map 69164 by the Urban Storm Mitigation Plan (USMP)
and the project mitigation measures outlined in the Environmental Impact Report to
reduce the amount of pollutants in urban runoff prior to its discharge into the Santa
Clara River. The basins treat runoff from portions of the Vista Canyon Development.
The Bio Basin is an extended dry detention basin with wetland that is vegetated and
landscaped with native vegetation. The Chambermaxx basins are basins whose
outlets have been designed to detain the storm water runoff for some minimum time
(e.g. 48 hours) to allow particles and associated pollutants to settle. Additionally, the
basins have been designed to reduce the 2-year peak flow from the post -development
condition to the pre -development condition. The difference in the pre -and post -
development Stormwater runoff generated by a 2-year storm, and by a 0.75-inch (first
flush) storm, will be collected, detained, and treated in the basins, before it is released
into the Santa Clara River. Regular inspection, cleaning and maintenance is required
in order for the basins to function correctly within the design parameters.
The services necessary for the District include, but are not limited to, and may be
generally described as: 1) silt/debris removal, 2) landscaping replacement, 3)
replacement of piping and gravel media as needed, 4) storm damage repair, and 5)
annual review with a report and recommendations.
The boundaries of DBAA No. 2017-1 are shown on Exhibit N.
• DBAA No. 2017-2': Golden Valley Ranch
The proposed services involve the maintenance and operation of the entire Golden
Valley Ranch storm drain system including five (5) water quality treatment facilities
including two (2) Continuous Deflection System (CDS) Units, two (2) U.S. Enviro — Net
Service, Inc. Catch Basins with Debris Gates, and one (1) Culvert including Inlet and
Outlet as required for Golden Valley Ranch Tract No. 71564.
The water quality treatment facilities treat runoff collected by the storm drain system
from portions of the Golden Valley Ranch Development and the school site on the
north edge of the development. The CDS Units are designed to treat storm water runoff
and are highly effective in the capture of suspended solids, fine sands, and larger
particles, and they capture a very wide range of organic and in -organic solids and
pollutants that typically result in tons of captured solids each year such as: Total
Suspended Solids (TSS) and other sedimentitious materials, oil and greases, trash,
and other debris (including floatables, neutrally buoyant, and negatively buoyant
debris). These pollutants will be captured even under very high flow rate conditions.
The services necessary for the District include, but are not limited to, and may be
generally described as: 1) silt/debris removal, 2) landscaping replacement, 3)
replacement of piping and gravel media as needed, 4) storm damage repair, and 5)
annual review with a report and recommendations.
Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report
2023/2024 2015-1, 2017-1 and 2017-2 Page 7
YY WILLDAN
The boundaries of DBAA No. 2017-2 are shown on Exhibit O.
Plans and Specifications for the DBAA improvements are voluminous and not bound in
this report, but by this reference, are incorporated and made a part of this report. The
plans and specifications are on file at the City, where they are available for public
inspection.
Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report
2023/2024 2015-1, 2017-1 and 2017-2 Page 8
YY WILLDAN
ESTIMATE OF COSTS
The 1982 Act provides that the estimated costs of the improvements shall include the total cost
of the improvements for Fiscal Year 2023/2024, including incidentals, which may include reserves
to operate the DBAAs until funds are transferred to the City from the County around December
10 of the fiscal year.
The 1982 Act also provides that the amount of any surplus, deficit, or contribution be included in
the estimated cost of improvements. The net amount to be assessed on the lots or parcels within
each DBAA is the total cost of maintenance and servicing with adjustments either positive or
negative for reserves, surpluses, deficits, and/or contributions.
Estimated costs of improvements for the DBAAs are voluminous and not bound in this report, but
by this reference, are incorporated and made a part of this report. The estimated costs are on file
at the City, where they are available for public inspection.
Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report
2023/2024 2015-1, 2017-1 and 2017-2 Page 9
'' W I L L D A N
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Projected
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3 Whites Canyon / Nadal
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Projected
Total
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FY 23-24
[! -
Projected
Operation &
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Expenses
FY 23-24
Projected
Capital
Expenses
FY 23-24
Transfers
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FY 23-24
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Total
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FY 23-24
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Operating
Reserve
FY 23-24
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Capital
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Reserve
FY 23-24
18 Bakerton Street
19 Four Oaks
20 Canyon Crest
22 Shadow Pines / Narcissus Crest
33 Skyline Ranch
2008-1 River Village
2008-2 Golden Valley -Commercial
2013-1 Villa Metro
2014-1 River Village -Area C
2015-1 Five Knolls
2017-1 Vista Canyon
2017-2 Golden Valley Ranch
Total
$3,942,325
$644,695
$110,807
$17,000
$772,503
$315,415
$0
$2,780
$318,195
$157,707
$4,238,926
Note: Amounts are rounded to the nearest dollar.
A Reserve fund has been established for DBAA Nos. 3, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, 2015-1, 2017-1 and 2017-2 to cover the first
six months of expenses annually before collection from the County has been received, as well as unexpected expenses. The funds have been allowed
to build up gradually in anticipation of any maintenance costs that can and do occur.
A Reserve fund has been established for DBAA No. 6 and 18; however, those funds have been depleted, and the fund is operating in a deficit, requiring
a City Contribution to maintain the required levels of ongoing maintenance. Operations and capital costs for this year are increased to meet water quality
requirements of the Los Angeles County Sanitation Districts.
DBAA No. 19 will no longer be levied and maintained by the City.
Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, 2015-1, 2017-1 and 2017-2 Engineer's Report
2023/2024 Page 10
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1V METHOD OF ASSESSMENT
The following is the approved assessment methodologies for the DBAAs:
A. BACKGROUND
The Benefit Assessment Act of 1982 provides that assessments may be apportioned upon
all assessable lots or parcels of land within an assessment district in proportion to the
estimated benefits to be received by each lot or parcel from the improvements. In addition,
Proposition 218 requires that a parcel's assessment may not exceed the reasonable cost
of the proportional special benefit conferred on that parcel.
Proposition 218 provides that only special benefits are assessable, and the City must
separate the general benefits from the special benefits conferred on a parcel. A special
benefit is a particular and distinct benefit over and above general benefits conferred on
the public at large, including real property within a DBAA. The general enhancement of
property value does not constitute a special benefit.
B. SPECIAL BENEFIT
DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33 and 2008-1
The installation and continued maintenance of drainage improvements by the developers,
sub -dividers of the land, was guaranteed through the establishment of a DBAA, as a
condition of subdivision and development. Had the installation of the improvements and
the guaranteed maintenance not occurred, the lots would not have been established and
could not have been sold to any distinct and separate owner. Thus, the ability to establish
each distinct and separate lot which permits the construction of a building or structure on
the property and the ownership and sale of the distinct lot in perpetuity is a particular and
distinct special benefit conferred only to the real property located in the DBAA.
The lots were established once the conditions regarding the improvements and the
continued maintenance was guaranteed. As a result, each lot within the DBAA is conferred
a particular and distinct special benefit from the improvements and to the same degree.
DBAA No. 3 is a multi -family residential development and is assessed based on the
number of dwelling units within the development. DBAA Nos. 6, 18, 19, 20, 22, 24, and
2008-1 are single-family residential developments, and each developable lot is one
dwelling unit, so these developments are assessed based on the number of dwelling units
within them. DBAA No. 33's special benefit is based on the useable area of the lots within
the development.
The DBAA drainage improvements were established to provide for surface and/or
subsurface water removal in order to promote and maintain desirable soil conditions, soil
stability, and/or slope stability for the subdivided lots within the DBAA. Therefore, the
drainage improvements and the continued maintenance thereof, confer a particular and
distinct special benefit to the real property located within the DBAA.
In addition, all of the above contributes to a specific increase in property desirability and
specific enhancement of the property value, which confers a particular and distinct
special benefit upon the real property located within the DBAA.
Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report
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DBAA No. 2008-2
There are two (2) categories of special benefits identified for DBAA 2008-2
1. The benefit related to the satisfaction of a Condition of Development, and
2. The benefit related to the functionality of the drainage system.
Satisfaction of Conditions of Development
The drainage improvements for the commercial portion of the Golden Valley Ranch
development were installed by the developers, the sub -dividers of the land. A condition of
approval of the commercial development was the guarantee of ongoing maintenance for
the drainage system (Condition of Approval EN53). Most of the drainage improvements
are acceptable to the Los Angeles County Flood Control District (LACFCD) and will be
accepted into the County system for maintenance. Lots 1 through 14 of Tract No. 52414-
01 have satisfied this condition.
Storm Drain Line "D" is not acceptable to LACFCD and will not be accepted into their
system. Therefore, for Lots 15, 16 and 17 to satisfy Condition of Approval EN53, the
continued maintenance of Storm Drain Line "D" must be guaranteed through the
establishment of a DBAA or some other form of guaranteed financing. Should the
guaranteed maintenance not occur, the Condition of Approval for the development of
these lots would not be satisfied, and the lots would not be able to have Building Permits
finalized or Certificates of Occupancy issued. Thus, the ability to develop these lots to
construct a building or structure on the property is a particular and distinct special benefit
conferred only to Lots 15, 16 and 17.
Therefore, due to the satisfaction of Condition EN53, Lots 15, 16, and 17 are uniquely
benefited by, and receive a direct advantage from, the guaranteed funding of maintenance
for Storm Drain Line "D" improvements and are conferred a particular and distinct special
benefit over and above general benefits.
Functionality of the Drainage System
The southern portion of the Golden Valley Ranch Commercial development is comprised
of Lots 9 through 17 and is identified as the South Plaza area. These lots all function as a
cohesive shopping plaza and are connected to each other through driving lanes and
parking lots. Storm Drain Line "D" serves the area drains in the southerly quadrant of this
plaza, including a portion of the truck delivery path of travel for this entire plaza.
Because of the interconnectivity between portions of the South Plaza area, the proper
maintenance and functioning of Storm Drain Line "D" provides a particular and distinct
special benefit to all the properties in the South Plaza by allowing traffic to flow unimpeded
by poor drainage.
Therefore, Lots 9 through 17 are uniquely benefited by, and receive a direct advantage
from, the proper functioning and maintenance of Storm Drain Line "D" improvements and
are conferred a particular and distinct special benefit over and above general benefits.
DBAA No. 2013-1
The drainage improvements were installed by the developers, subdividers of the land, and
the continued maintenance was guaranteed through the establishment of a DBAA. If the
installation of the improvements and the guaranteed maintenance did not occur, the
Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report
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individual parcels would not have been established and could not have been sold to any
distinct and separate owner. The establishment of each distinct and separate parcel is a
special benefit which permits the construction of a building or structure on the property
and the ownership and sale of the distinct parcel in perpetuity.
The parcels were established once the conditions regarding the improvements and the
continued maintenance was guaranteed. As a result, each parcel within the DBAA
receives a special and distinct benefit from the improvements. Villa Metro Tract No. 62322
consists of predominantly residential units, so the development is assessed based the
residential units or the equivalent residential units. There are a total of 293 residential
units, 22 live -work units, and 1 commercial parcel planned within the tract.
DBAA No. 2014-1
The drainage improvements were installed by the developers, subdividers of the land, and
the continued maintenance was guaranteed through the establishment of a DBAA. If the
installation of the improvements and the guaranteed maintenance did not occur, the
individual parcels would not have been established and could not have been sold to any
distinct and separate owner. The establishment of each distinct and separate parcel is a
special benefit which permits the construction of a building or structure on the property
and the ownership and sale of the distinct parcel in perpetuity.
The parcels were established once the conditions regarding the improvements and the
continued maintenance was guaranteed. As a result, each parcel within the DBAA
receives a special and distinct benefit from the improvements. River Village Tract No.
53425, Area C is comprised of multi -family residential developments and a private road.
These parcels are assessed based on the specific drainage area on each proposed lot.
Total drainage sub -basin area within the tract is 26.29 acres.
DBAA No. 2015-1
In the development the drainage improvements were installed by the developers.
Subdividers of the land and the continued maintenance was guaranteed through the
establishment of a Drainage Benefit Assessment Area. If the installation of the
improvements and the guaranteed maintenance did not occur, the development would not
have been established and could not have been sold to any distinct and separate owner.
The establishment of a buildable lot is a special benefit which permits the construction of
a building or structure on the property and the ownership and sale of the distinct lot in
perpetuity. All the lots are established at the same time once the conditions regarding the
improvements and the continued maintenance are guaranteed. As a result, each lot within
the District receives a special and distinct benefit from the improvements. This special
benefit has been identified as the "Condition of Approval Benefit' and this benefit applies
to all properties within Five Knolls Tract No. 60258.
All parcels within the development benefit from flood prevention. The drainage system is
designed to carry storm water runoff to the water quality basins for retention and
disbursement. This capacity is an integral part of the overall storm drain and flood control
system for the development. This benefit is defined as the "Flood Prevention Benefit" and
applies to all properties within Five Knolls Tract No. 60258.
Within the development, several areas drain directly into the water quality basins. During
dry weather runoff events, the drainage from these properties will be captured and
disbursed into the water quality basins, by-passing the County maintained storm drain
Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report
2023/2024 2015-1, 2017-1 and 2017-2 Page 13
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system. Properties that drain directly into the water quality basins receive a "Direct
Drainage Benefit'.
These three (3) benefits make up the total benefits from the drainage improvements.
For DBAA No. 2015-1 there are two (2) distinct benefit zones. Zone A is comprised of
parcels that benefit from all three special benefits, while Zone B is comprised of parcels
that only benefit from the "Condition of Approval Benefit" and "Flood Prevention Benefit'.
These zones are shown on the Assessment Diagram in Exhibit M.
DBAA No. 2017-1
Vista Canyon Tentative Tract Map 69164 is comprised of single-family and multi -family
residential development, retail and office space, recreation areas, and private roads.
In the development the drainage improvements will installed by the developers,
subdividers of the land, and the continued maintenance was guaranteed through the
establishment of a Drainage Benefit Assessment Area. If the installation of the
improvements and the guaranteed maintenance does not occur, the development cannot
be established and cannot be sold to any distinct and separate owner. The establishment
of a buildable lot is a special benefit which permits the construction of a building or
structure on the property and the ownership and sale of the distinct lot in perpetuity. All
the lots are established at the same time once the conditions regarding the improvements
and the continued maintenance are guaranteed. As a result, each lot within the District
receives a special and distinct benefit from the improvements. We have identified this
special benefit as the "Condition of Approval Benefit" and this benefit applies to all
properties within Vista Canyon Tentative Tract Map 69164.
All parcels within the development benefit from flood prevention. The drainage system is
designed to carry storm water runoff to the water quality basins for retention and
disbursement. This capacity is an integral part of the overall storm drain and flood control
system for the development. This benefit is defined as the "Flood Prevention Benefit" and
applies to all properties within Vista Canyon Tentative Tract Map 69164.
Within the development, several areas drain directly into the water quality basins. During
dry weather runoff events, the drainage from these properties will be captured and
disbursed into the water quality basins, by-passing the County maintained storm drain
system. Properties that drain directly into the water quality basins receive a "Direct
Drainage Benefit'.
These 3 benefits make up the total benefits from the drainage improvements.
For Vista Canyon Tentative Tract Map 69164, two (2) distinct benefit zones have been
identified. Zone A is comprised of parcels that benefit from all three special benefits, while
Zone B is comprised of parcels that only benefit from the "Condition of Approval Benefit"
and "Flood Prevention Benefit". These zones are shown on the Assessment Diagram in
Appendix A.
Benefit Zone A Zone B
Condition of Approval Benefit X X
Flood Prevention Benefit X X
Direct Drainage Benefit X
DBAA No. 2017-2
Golden Valley Ranch Tentative Tract Map No. 71564 is comprised of single-family and
multi -family residential development and private roads.
Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report
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In the development, the drainage improvements will be installed by the developers,
subdividers of the land, and the continued maintenance is guaranteed through the
establishment of a Drainage Benefit Assessment Area. If the installation of the
improvements and the guaranteed maintenance does not occur, the development cannot
be established and cannot be sold to any distinct and separate owner. The establishment
of a buildable lot is a special benefit which permits the construction of a building or
structure on the property and the ownership and sale of the distinct lot in perpetuity. All
the lots are established at the same time once the conditions regarding the improvements
and the continued maintenance are guaranteed. As a result, each lot within the District
receives a special and distinct benefit from the improvements. We have identified this
special benefit as the "Condition of Approval Benefit" and this benefit applies to all
properties within Golden Valley Ranch Tract No. 71564.
All parcels within the development benefit from flood prevention. The drainage system is
designed to carry storm water runoff to the water quality basins for retention and
disbursement. This capacity is an integral part of the overall storm drain and flood control
system for the development. This benefit is defined as the "Flood Prevention Benefit" and
applies to all properties within Golden Valley Ranch Tract No. 71564.
Within the development, several areas drain directly into the water quality basins. During
dry weather runoff events, the drainage from these properties will be captured and
disbursed into the water quality basins, by-passing the County maintained storm drain
system. Properties that drain directly into the water quality basins receive a "Direct
Drainage Benefit'.
These 3 benefits make up the total benefits from the drainage improvements.
For Golden Valley Ranch Tract No. 71564, it has been determined that all of the parcels
in the District, as well as the school site parcel adjacent to the northern boundary of the
District, receive all three special benefits.
C. GENERAL BENEFIT
DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1, 2008-2, 2013-1 and 2014-1
The drainage facilities are located within and/or immediately adjacent to properties within
the DBAAs. They were installed and are maintained particularly and solely to serve, and
for the benefit of, the properties within the DBAAs. Any benefit received by properties
outside of the DBAAs is inadvertent and unintentional. Therefore, any general benefits
associated with the drainage facilities of the DBAAs are merely incidental, negligible, and
non -quantifiable.
Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report
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DBAA No. 24
In addition to the special benefits received by the parcels within the DBAA, there are
general benefits conferred by the proposed improvements. General benefits are provided
to all of the public streets within DBAA No. 24 and account for 17.53% of the estimated
cost.
DBAA No. 33
In addition to the special benefits received by the parcels within the DBAA, there are
general benefits conferred by the proposed improvements. General benefits are provided
to all of the public streets within DBAA No. 33. There are 33.6 acres of County road right
of way within the DBAA. The DBAA is 309.41 acres consisting of the lots and streets
treated by the drainage facility; therefore 10.85% of the cost of the services is considered
a general benefit cost that will not be allocated to the DBAA.
DBAA No. 2015-1
In addition to the special benefits received by the parcels within the District, there are
general benefits conferred by the proposed improvements. These general benefits are
associated with runoff from public streets adjacent to the development. General benefit
has been determined based on the drainage areas (tributaries to the water quality basins),
which directly correlates to the amount of storm water runoff from each drainage area.
Based on the approved Water Quality Plans (on file at the office of the City Clerk of the
City of Santa Clarita), the following are the drainage areas within the development
boundary contributing to the water quality basins.
Golden Valley Road 22.73 General
Zone A 79.00 Special
Zone B 83.53 Special
The drainage improvements along Golden Valley Road are considered general benefit,
based on the allocation of total benefit and the drainage area above, the general vs.
special benefit is allocated as follows:
General vs. Special Benefit Calculation:
Condition of Approval Special Benefit 50%
Flood Prevention Special Benefit
Direct Drainage Special Benefit 50%
General Benefit
Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report
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General vs. Special Benefits
General Benefit 1 22.73 12.27% 1 50of 6.13%
Special Benefit 162.53 87.73% 43.87%
185.26 100.00% 1 Jr 1 50.00%
Final Benefit Percentages:
Conditions of Approval Benefit
50.00%
Flood Prevention Special Benefit
29.52%
Direct Drainage Special Benefit
14.35%
General Benefit
Totals00
6.13%
00,
Of the total benefit for the drainage improvements, 50% of the benefit is considered
"Condition of Approval Benefit", 29.52% of the benefit is considered "Flood Prevention
Special Benefit", 14.35% of the benefit is considered "Direct Drainage Special Benefit",
and 6.13% of the benefit is considered "General Benefit".
DBAA No. 2017-1
In addition to the special benefits received by the parcels within the District, there are
general benefits conferred by the proposed improvements. These general benefits are
associated with runoff from public streets adjacent to the development. General benefit
has been determined based on the drainage areas (tributaries to the water quality basins),
which directly correlates to the amount of storm water runoff from each drainage area.
Based on the approved Water Quality Plans, the following are the drainage areas within
the development boundary contributing to the water quality basins.
Public Streets that Drain to WQT Facilities No. 1, 2
Public Streets that Drain to WQT Facility No. 3
Public Streets that Drain to WQT Facility No. 4
Public Streets that Drain to WQT Facility No. 5
Zone A (includes Direct Drainage Benefit)
Zone B (does not include Direct Drainage Benefit)
5.87
General
0.56
General
0.55
General
1.20
General
15.14
Special
56.54
Special
The drainage improvements benefiting the public streets that drain to each of the WQT
facilities are considered general benefit, based on the allocation of total benefit and the
drainage areas above, the general vs. special benefit is allocated as follows:
Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report
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General vs. Special Benefit Calculation
General vs. Special Benefit
Conditions of Approval Benefit 50.00%
Flood Prevention Special Benefit 37.05%
Direct Drainage Special Benefit 7.82%
General Benefit 5.12%
Of the total benefit for the drainage improvements, 50% of the benefit is considered
"Condition of Approval Benefit", 37.05% of the benefit is considered "Flood Prevention
Special Benefit", 7.82% of the benefit is considered "Direct Drainage Special Benefit", and
5.12% of the benefit is considered "General Benefit".
DBAA No. 2017-2
In addition to the special benefits received by the parcels within the District, there are
general benefits conferred by the proposed improvements. These general benefits are
associated with runoff from public streets adjacent to the development. General benefit
has been determined based on the drainage areas (tributaries to the water quality basins),
which directly correlates to the amount of storm water runoff from each drainage area.
The drainage areas within the development boundary contributing to the water quality
basins are as follows:
Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report
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Oak Crest Drive
0.75
General
Marsha McLean Parkway
9.50
General
Via Princessa
2.41
General
Golden Valley Road
5.78
General
Direct Drainage Area of District Parcels
142.05
Special
Direct Drainage Area of School Site Parcel
8.00
Special
The drainage improvements benefiting the public streets that drain to the CDS units are
considered general benefit. Based on the allocation of total benefit and the drainage areas
above, the general vs. special benefit is allocated as follows:
Total Benefit
Condition of Approval Special Benefit 50%
Flood Prevention Special Benefit
Direct Drainage Special Benefit 1;0%
General Benefit
General vs. Special Benefit Calculation
Apportionment of Special Benefit
Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report
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Final Benefit
Conditions of Approval Benefit 50.00%
Flood Prevention Special Benefit 22.26%
Direct Drainage Special Benefit 22.26%
General Renefit 5.47%
Of the total benefit for the drainage improvements, 50% of the benefit is considered
"Condition of Approval Benefit", 22.26% of the benefit is considered "Flood Prevention
Special Benefit", 22.26% of the benefit is considered "Direct Drainage Special Benefit", and
5.47% of the benefit is considered "General Benefit".
D. APPORTIONMENT
DBAA Nos. 3, 6, 18, 19, 20, 22, 24 and 2008-1:
All parcels receive the same special benefit from the improvements due to their use and
similar proximity to the improvements. Therefore, each parcel is assessed an equal
amount. However, undeveloped parcels are assessed for their proportionate share based
on the number of proposed units to be built on that parcel.
DBAA 33:
The estimated costs are apportioned equally on a per acre basis for each parcel.
DBAA 2008-2:
The estimated costs are apportioned equally to each of the two categories of special
benefit. All parcels receive the same degree of special benefit within each benefit category
due to the similar (commercial) use of each parcel. Therefore, each parcel is assessed
based on the proportionate gross acreage of each Assessor's parcel as a share of the
total acres within each benefit category.
DBAA 2013-1:
Each residential unit is assessed one (1) Equivalent Residential Unit (ERU), and each
commercial parcel is assessed at a rate 9.72 ERUs per acre, which is the density of
residential units within the tract (32.42 gross residential acres / 315 residential units = 9.72
units per acre). The 22 live -work units are assessed 1 ERU for the residential unit plus
9.72 ERUs per acre of non-residential use (including one parking space). The typical live -
work unit is 2,400 SF (square feet) with 20% of the area assigned to non-residential use,
which equals 480 SF. The typical parking space is 180 SF. Therefore, the non-residential
use of a live work unit is defined as 660 SF. Live -work units are assigned an additional
0.15 ERU (660 SF / 43,560 SF per acre X 9.72 ERUs per acre) for the non-residential use,
for a total of 1.15 ERUs per live -work unit. Vacant land is assessed its proportionate share
of the proposed ERUs based on acreage, or 9.81 ERUs per gross acre.
Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report
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DBAA 2014-1:
All parcels receive special benefit from the improvements based on the amount of
stormwater runoff from the parcel to the water quality basin improvements. Therefore,
each parcel is assessed an amount based on the drainage area of the parcel, which
directly correlates to the amount of stormwater runoff from each parcel. There are 12.38
drainage acres designated for 87 single-family residential (SFR) units, 12.71 drainage
acres designated for 152 single-family attached condominium (CON) units, and 1.2
drainage acres for the recreation center which is common area. Since the recreation
center is common area for the entire development and equally owned by each unit, the
assessment for the recreation center is divided equally among all 239 units.
DBAA 2015-1:
The single family residential lot has been selected as the basic unit for calculation of
assessments and is defined as one Equivalent Dwelling Unit (EDU). A methodology has
been developed to calculate the EDU's for other residential land uses and for non-
residential parcels. Every land -use is converted to EDU's: parcels containing apartments
are converted to EDU's based on the number of dwelling units on each parcel of land;
commercial parcels are converted based on the lot size of each parcel of land.
The EDU method is seen as the most appropriate and equitable method of spread of
benefit to each parcel from the improvements since it is based on land -use type and parcel
size.
Single Family Residential (SFR). Parcels zoned for single family residential uses are
assessed 1 EDU per dwelling unit. Parcels designated as SFR land -use will be assessed
1 EDU per dwelling unit, including vacant subdivided residential lots and vacant land
zoned for single family residential uses with a tentative or final tract map.
Multiple Family Residential. Multiple -residential (including condominiums) land use
equivalencies are determined based on the number of dwelling units on each parcel. Due
to population density and size of structure relative to the typical single family residence,
each dwelling unit defined as multi -family residential, including condominiums, would be
0.75 EDU.
The EDU's assigned to a multiple -residential parcel are calculated by multiplying the
number of dwelling units by the EDU factor of 0.75.
Non -Residential. In converting non-residential properties to EDU's, the factor used is the
typical standard single family residential lot area and the number of lots that could be
subdivided into an acre of land. All properties that are developed for non-residential uses
are therefore assigned 6.4 EDU's per acre based on the average SFR lot size within the
tract. These include commercial, industrial, church, school, and other non-residential uses.
Vacant and Park Parcels. Vacant graded parcels contribute to the overall drainage of the
development, but only at a fraction of the amount. Based on the Los Angeles County
Hydrology Manual, park parcels have a drainage impervious percentage of 10%.
Therefore, vacant and park parcels are assigned equivalency units at the rate of one -tenth
of improved property which is 6.4 EDUs/acre x one -tenth = 0.64 EDUs/acre.
Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report
2023/2024 2015-1, 2017-1 and 2017-2 Page 21
O W 1 LLDAN
The single family detached residential unit or lot has been selected as the basic unit for
calculation of assessments and is defined as one Equivalent Benefit Unit (EBU). A
methodology has been developed to calculate the EBU's for multi -family residential land
uses and for non-residential parcels. Every land -use is converted to EBU's. Multi -family
residential parcels containing apartments, condominiums, townhomes, or duplexes are
converted to EBU's based on the number of dwelling units on each parcel of land. Non-
residential parcels are converted based on the lot size of each parcel of land.
The EBU method is seen as the most appropriate and equitable method of spread of
benefit to each parcel from the improvements since it is based on land -use type and
parcel size. Property within the District is assigned to one of the following four categories
based on the land use summary provided in Tables 2.0-1 and 2.0-2 of the Vista Canyon
Specific Plan.
Single Family Residential. Parcels zoned for single family detached home residential
uses are assessed 1 EBU per dwelling unit. Parcels designated as SFR land -use will be
assessed 1 EBU per dwelling unit or lot, including vacant subdivided residential lots and
vacant land zoned for single family residential uses with a tentative or final tract map.
Multiple Family Residential. Multiple -family residential (including apartments,
condominiums, townhomes and duplexes) land use equivalencies are determined based
on the number of dwelling units on each parcel. Due to population density and size of
structure relative to the typical single family residence, each dwelling unit defined as
multi -family residential, including apartments, condominiums, townhomes and duplexes,
are assigned an EBU Factor of 0.75 EBU per dwelling unit. The EBU's assigned to a
multiple -family residential parcel are calculated by multiplying the number of dwelling
units by the EBU Factor of 0.75.
Non -Residential. In converting non-residential properties to EBU's, the EBU Factor
used is equal to the EBU density of the residential property in the District. Vista Canyon
is a high density residential development with approximately 860 planned EBU located
on approximately 48.7 acres. This calculates to an EBU Factor of 18 EBU per developed
residential acre. All properties that are developed for non-residential uses are therefore
assigned 18 EBU's per acre. These include commercial, industrial, church, school, and
other non-residential uses.
Park Parcels. Based on the Los Angeles County Hydrology Manual, park parcels have
a drainage impervious percentage of 10%. Therefore, vacant and park parcels are
assigned equivalency units at the rate of one -tenth of improved property which is 18
EBUs/acre x one -tenth = 1.8 EBUs/acre.
Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report
2023/2024 2015-1, 2017-1 and 2017-2 Page 22
O W 1 LLDAN
EBU Factors by Land Use
The following table is summary of the EBU Factors for each of the District land use
categories:
DBAA No. 2017-2
The single family detached residential unit or lot has been selected as the basic unit for
calculation of assessments and is defined as one Equivalent Benefit Unit (EBU). A
methodology has been developed to calculate the EBU's for multi -family residential land
uses and for non-residential parcels. Every land -use is converted to EBU's. Multi -family
residential parcels containing apartments, condominiums, townhomes, or duplexes are
converted to EBU's based on the number of dwelling units on each parcel of land. Non-
residential parcels are converted based on the lot size of each parcel of land.
The EBU method is seen as the most appropriate and equitable method of spread of
benefit to each parcel from the improvements since it is based on land -use type and parcel
size. Property within the District is assigned to one of the following three categories based
on land use.
Single Family Residential. Parcels zoned for single family detached home residential
uses are assessed 1 EBU per dwelling unit. Parcels designated as SFR land -use will be
assessed 1 EBU per dwelling unit or lot, including vacant subdivided residential lots and
vacant land zoned for single family residential uses with a tentative or final tract map.
Multiple Family Residential. Multiple -family residential (including apartments,
condominiums, townhomes and duplexes) benefit unit equivalencies are determined
based on the number of dwelling units on each parcel. Due to population density and size
of structure relative to the typical single family residence, dwelling units defined as multi-
family residential, including apartments, condominiums, townhomes, and duplexes, are
assigned an EBU Factor of 0.75. The EBU's assigned to a multiple -family residential
parcel are calculated by multiplying the number of dwelling units by the EBU Factor of
0.75.
Non -Residential. In converting non-residential property to EBU's, the EBU Factor used
is equal to the dwelling unit density of the residential property in the District. Golden Valley
Ranch is a low density residential development with 499 residential units totaling 475.25
EBU located on approximately 142.05 acres. This calculates to an EBU Factor of 3.35
EBU per developed residential acre. All properties that are developed for non-residential
uses are therefore assigned 3.35 EBU's per acre. These include commercial, industrial,
church, school and other non-residential uses.
Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report
2023/2024 2015-1, 2017-1 and 2017-2 Page 23
0 W 1 LLDAN
EBU Factors by Land Use
The following table is summary of the EBU Factors for each of the District land use
categories:
E. ANNUAL ESCALATORS
DBAA Nos. 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, 2015-1, 2017-1 and 2017-2
were established with an annual assessment escalation clause. The maximum
assessment rate will increase based on the annual change in the Consumer Price Index
(CPI), during the preceding year, for All Urban Consumers, for the Los Angeles, Long
Beach, and Anaheim areas, published by the United States Department of Labor, Bureau
of Labor Statistics (or a reasonably equivalent index should the stated index be
discontinued). This year, the annual change in CPI is 4.93%.
DBAA Nos. 3, 6, 18, and 19 were established without escalators.
Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report
2023/2024 2015-1, 2017-1 and 2017-2 Page 24
O W 1 LLDAN
Assessment Rates
3
D:..
232
Rate
$122.47
Increase
$0.00
FY 0-
Rate
$122.47
Applied Rate
$122.47
0-
.
Revenues
$28,413.04
6
167
$159.00
$0.00
$159.00
$159.00
$26,553.00
18
279
$159.00
$0.00
$159.00
$159.00
$44,361.00
19
174
$19.00
$0.00
$19.00
$0.00
$0.00
20
281
$150.37
$7.41
$157.78
$157.78
$44,336.18
22
40
$368.13
$18.15
$386.28
$386.28
$15,451.20
24
668.03
$117.07
$5.77
$122.84
$122.84
$82,060.81
33
244.38
$106.07
$5.23
$111.30
$111.30
$27,199.49
2008-1
432
$293.79
$14.48
$308.27
$154.14
$66,588.48
2008-2
(Conditioned)
12.5731
$1,851.43
$91.28
$1,942.71
$971.35
$12,212.88
2008-2
(South Plaza)
23.39
$543.53
$26.80
$570.32
$285.16
$6,669.89
2013-1
(Villa Metro)
325.51
$57.46
$2.83
$60.29
$60.29
$19,625.00
2014-1 (River Village Area C
Townhouse
156
$227.09
$11.20
$238.28
$238.28
$37,171.68
2014-1
SFR
(River Village Area C
83
$377.43
$18.61
$396.04
$396.04
$32,871.32
2015-1
(Five Knolls Zone A)
242.32
$243.44
$12.00
$255.44
$255.44
$61,898.22
2015-1
(Five Knolls Zone B)
300.56
$177.39
$8.75
$186.13
$186.13
$55,943.23
2017-1
(Vista Canyon Zone A)
397.19
$41.83
$2.06
$43.89
$43.89
$17,432.67
2017-1
(Vista Canyon Zone B)
958.64
$32.16
$1.59
$33.74
$33.74
$32,344.51
2017-2
(Golden Valley Ranch)
474.25
$67.45
$3.33
$70.77
$70.77
1 $33,562.67
Note: CPI increase: 4.93%. All maximum assessment rates are rounded down to the nearest penny. Assessment Revenues
might be slightly different from amount on Preliminary Roll due to rounding of assessment to the nearest penny.
Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report
2023/2024 2015-1, 2017-1 and 2017-2 Page 25
O W 1 LLDAN
r ASSESSMENT DIAGRAM
The boundary diagram for each DBAA is included herein as Appendix A and is part of this report.
The lines and dimensions of each lot or parcel within the DBAAs are those lines and dimensions
shown on the maps of the Los Angeles County Assessor for the Fiscal Year to which this Report
applies. The Assessor's maps and records are incorporated by reference herein and made part
of this Report.
Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report
2023/2024 2015-1, 2017-1 and 2017-2 Page 26
0 W I LLDAN
141 ASSESSMENT ROLL
An Assessment Roll, which describes each assessable lot or parcel of land in a DBAA and the
Fiscal Year 2023/2024 assessment, is made a part of this report as Appendix B. A copy of the
Assessment Roll is also on file at the office of the City Clerk of the City of Santa Clarita.
Parcel identification, for each lot or parcel in a DBAA, shall be the parcel as shown on the
Los Angeles County Assessor's Map for the year in which this Report is prepared.
Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report
2023/2024 2015-1, 2017-1 and 2017-2 Page 27
O W 1 LLDAN
APPENDIX A
DBAA Boundary Diagrams
Exhibit A -
DBAA No.
3
Exhibit B -
DBAA No.
6
Exhibit C -
DBAA No.
18
Exhibit D -
DBAA No.
19
Exhibit E -
DBAA No.
20
Exhibit F -
DBAA No.
22
Exhibit G -
DBAA No.
24
Exhibit H -
DBAA No.
33
Exhibit I -
DBAA No.
2008-1
Exhibit J -
DBAA No.
2008-2
Exhibit K -
DBAA No.
2013-1
Exhibit L -
DBAA No.
2014-1
Exhibit M -
DBAA No.
2015-1
Exhibit N -
DBAA No.
2017-1
Exhibit O -
DBAA No.
2017-2
Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report
2023/2024 2015-1, 2017-1 and 2017-2 APPENDIX A
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Exhibit H - DBAA No. 33
TRACT 60922
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MAP NO. 1
Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report
2023/2024 2015-1, 2017-1 and 2017-2 APPENDIX A
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ASSESSMENT DIAGRAM
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DBAA NO. 2017-1 (VISTA CANYON)
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O W 1 LLDAN
Exhibit O — DBAA No. 2017-2
ASSESSMENT DIAGRAM
MY C* SSANTA CLARITA
DRAINAGE BEHEMA5 95LIERTAREANO.2017-2
IGOLDEN VALLEY RANCH)
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Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report
2023/2024 2015-1, 2017-1 and 2017-2 APPENDIX A
O W 1 LLDAN
APPENDIX B
Assessment Roll
Drainage Benefit Assessment Area
(DBAA) Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2,
2013-1, 2014-1, 2015-1, 2017-1 and 2017-2
The Assessment Rolls for the DBAAs are on file in the office of the City Clerk of the City of Santa
Clarita, where they are available for public inspection. The Assessment Rolls are incorporated
herein by reference.
The description of each lot or parcel is part of the records of the Assessor of the County of Los
Angeles and these records are, by reference, made part of this Report.
Fiscal Year DBAA Nos. 3, 6, 18, 19, 20, 22, 24, 33, 2008-1, 2008-2, 2013-1, 2014-1, Engineer's Report
2023/2024 2015-1, 2017-1 and 2017-2 APPENDIX B
gNNTA cL
9
OG�4�O TS DECEMNcb
27368 Via Industria
Suite 200
Temecula, CA 92590
T 951.587.3500 1 800.755.6864
F 951.587.3510
www.wilidan.com
CITY OF SANTA CLARITA
OPEN SPACE MAINTENACE DISTRICT
(GOLDEN VALLEY RANCH)
ENGINEER'S REPORT
CERTIFICATE
This Report describes the District including the improvements, budgets, parcels and
assessments to be levied for fiscal year 2023/2024, as they existed at the time of the passage
of the Resolution of Intention. Reference is hereby made to the Los Angeles County Assessor's
maps for a detailed description of the lines and dimensions of parcels within the District. The
undersigned respectfully submits the enclosed Report as directed by the City Council.
Dated this day of 12023.
Wlldan Financial Services
Assessment Engineer
By: By:
Stacee Reynolds Tyrone Peter
Principal Consultant, District Administration Services PE # C81888
I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and
Assessment Diagram thereto attached was filed with me on the day of 12023.
la
Mary Cusick, City Clerk
City of Santa Clarita
Los Angeles County, California
I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and
Assessment Diagram thereto attached was approved and confirmed by the City Council of the
City of Santa Clarita, California, on the day of 12023.
By:
Mary Cusick, City Clerk
City of Santa Clarita
Los Angeles County, California
TABLE OF CONTENTS
1. OVERVIEW..........................................................................................1
II. PLANS AND SPECIFICATIONS.......................................................... 2
A. IMPROVEMENTS AUTHORIZED BY THE 1972 ACT ................................................... 2
B. DESCRIPTION OF IMPROVEMENTS TO BE MAINTAINED AND SERVICED ............. 3
111.
ESTIMA TE OF COSTS.....................................................................
4
IV.
METHOD OF APPORTIONMENT OF ASSESSMENT ......................
4
A.
GENERAL......................................................................................................................4
B.
PROPOSITION 218 BENEFIT ANALYSIS.....................................................................
5
C.
REASON FOR THE ASSESSMENT..............................................................................
6
D.
SPECIAL BENEFIT ANALYSIS.....................................................................................
6
E.
ASSESSMENT APPORTIONMENT AND RATES.........................................................
6
V.
ASSESSMENT ROLL.......................................................................
8
VI.
ASSESSMENT DIAGRAM................................................................9
MY WILLDAN
L OVERVIEW
A. BACKGROUND
In January of 2002, the City Council approved the Golden Valley Ranch Development.
Approval of this development included the construction of 498 single-family residential units,
approximately 610,930 square feet of commercial uses, a turn -key elementary school, a 2.3
net -acre trail head, a 1.6-acre fire station pad, and the dedication of approximately 920 acres
of natural undeveloped open space.
In conjunction with the approval of this development, the City, the Owner (PacSun), and the
Golden Valley Ranch Task Force entered into a settlement agreement set forth in the
Judgment of the Superior Court of the State of California Case No. BC269070, filed July 29,
2002, in which, among other things, in exchange for approval of the residential development,
the Owner agreed to set aside open space within the development and be responsible for the
ongoing maintenance of such open space, and the City agreed to initiate formation
proceedings for a special assessment district for the ongoing maintenance of the open space.
B. EFFECTS OF PROPOSITION 218
On November 5, 1996, the electorate approved Proposition 218, Right to Vote on Taxes Act,
which added Articles XIIIC and XIIID to the California Constitution. The Article XIIID affects all
assessments upon real property for a special benefit conferred on the property. Assessments
imposed under the Landscaping and Lighting Act of 1972 are these types of benefit
assessments.
The provisions of Proposition 218 can be summarized in four general areas:
1. Strengthens the general and special tax provisions of Propositions 13 and 62;
2. Extends the initiative process to all local taxes, assessments, fees and charges;
3. Adds substantive and procedural requirements to assessments; and
4. Adds substantive and procedural requirements to property -related fees and charges.
On November 25, 2003, the City Council considered adoption of resolutions to initiate
proceedings for and declare its intent to the formation of the District. At that time, PacSun, as
the sole owner of the Golden Valley Ranch Development, provided the City with a petition,
giving approval to the formation of the open space maintenance district.
Fiscal Year Open Space Maintenance District (Golden Valley Ranch) Engineer's Report
2023/2024 Page 1
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11. PLANS AND SPECIFICATIONS
A. IMPROVEMENTS AUTHORIZED BY THE 1972 ACT
As applicable or may be applicable to this District, the 1972 Act defines improvements to
mean one or any combination of the following:
• The installation or planting of landscaping.
• The installation or construction of statuary, fountains, and other ornamental
structures and facilities.
• The installation or construction of public lighting facilities.
• The installation or construction of any facilities which are appurtenant to any of the
foregoing or which are necessary or convenient for the maintenance or servicing
thereof, including, but not limited to, grading, clearing, removal of debris, the
installation or construction of curbs, gutters, walls, sidewalks, or paving, or water,
irrigation, drainage, or electrical facilities.
• The maintenance or servicing, or both, of any of the foregoing.
• The acquisition of any existing improvement otherwise authorized pursuant to this
section.
Incidental expenses associated with the improvements include, but are not limited to:
• The cost of preparation of the report, including plans, specifications, estimates,
diagram, and assessment;
• The costs of printing, advertising, and the publishing, posting and mailing of
notices;
• Compensation payable to the County for collection of assessments;
• Compensation of any engineer or attorney employed to render services;
• Any other expenses incidental to the construction, installation, or maintenance and
servicing of the improvements;
• Any expenses incidental to the issuance of bonds or notes pursuant to Section
22662.5.
• Costs associated with any elections held for the approval of a new or increased
assessment.
The 1972 Act defines "Maintain" or "maintenance" to mean furnishing of services and
materials for the ordinary and usual maintenance, operation, and servicing of any
improvement, including:
• Repair, removal, or replacement of all or any part of any improvement.
• Providing for the life, growth, health, and beauty of landscaping, including
cultivation, irrigation, trimming, spraying, fertilizing, or treating for disease or injury.
• The removal of trimmings, rubbish, debris, and other solid waste.
Fiscal Year Open Space Maintenance District (Golden Valley Ranch) Engineer's Report
2023/2024 Page 2
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The cleaning, sandblasting, and painting of walls and other improvements to
remove or cover graffiti.
B. DESCRIPTION OF IMPROVEMENTS TO BE MAINTAINED AND SERVICED
The improvements proposed to be maintained and serviced are generally described as
the Conservation Easement area, as described in the Judgment of the Superior Court of
the State of California Case No. BC269070, filed July 29, 2002, which is the open space
area on Tentative Tract Map No. 52414 (Golden Valley Ranch).
Improvements include but are not limited to: trail and trail -head maintenance, landscape
improvements, and open space management within the boundaries of said Maintenance
District.
The District will fund costs in connection with the District maintenance and servicing
including, but not limited to, labor, electrical energy, water, materials, contracting services,
administration, and other expenses necessary for the satisfactory maintenance and
servicing of these improvements.
Maintenance means the furnishing of services and materials for the ordinary and usual
operation of natural open space land or replacement of all or part of any of the landscaping
or appurtenant improvements; the removal of rubbish, debris and other solid waste; the
cleaning and other improvements to remove or cover graffiti; and trail maintenance.
Servicing means the administration of all aspects of the maintenance and servicing of the
improvements.
Plans and specifications for the improvements, showing the general nature, location and
the extent of the improvements, are on file at the City where they are available for public
inspection and are by reference herein made a part of this report.
Fiscal Year Open Space Maintenance District (Golden Valley Ranch) Engineer's Report
2023/2024 Page 3
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W. ESTIMATE OF COSTS
The estimated costs for the operation, maintenance and servicing of the facilities, shown below,
are the estimated costs of maintenance if the facilities were fully maintained for Fiscal Year
2023/2024. The 1972 Act provides that the total cost of the maintenance and services, together
with incidental expenses, may be financed from the assessment proceeds. The incidental
expenses may include engineering fees, legal fees, printing, mailing, postage, publishing, and all
other related costs identified with the district proceedings.
Maintenance & Servicing Costs
Natural Open Space Trails
Patrol Services
Levy Administration
Janitorial & Security Services
Maintenance Supplies
Landscape Services
Landscape Supplies
Administration Costs
Total Maintenance & Servicing Costs
Operation and Capital Reserve
Interest (positive)
Prior Year Isuralusl or deficit FY 2022/23
$38,650
4,000
16,809
5,183
6,000
5,300
35,339
$111,281
$299,259
0
The 1972 Act requires that a special fund be set-up for the revenues and expenditures of the
District. Funds raised by assessment shall be used only for the purpose as stated herein. The
City may advance funds to the District, if needed, to ensure adequate cash flow, and will be
reimbursed for any such advances upon receipt of assessments. Any surplus or deficit remaining
on July 1 must be carried over to the next fiscal year
METHOD OF APPORTIONMENT OF ASSESSMENT
A. GENERAL
Part 2 of Division 15 of the Streets and Highways Code, the Landscaping and Lighting Act
of 1972, permits the establishment of Maintenance Districts by cities for the purpose of
providing certain public improvements which include the construction, maintenance and
servicing of street lights, traffic signals and landscaping facilities.
Section 22573, Landscaping and Lighting Act of 1972 requires that maintenance
assessments be levied according to benefit rather than according to assessed value. This
section states:
Fiscal Year Open Space Maintenance District (Golden Valley Ranch) Engineer's Report
2023/2024 Page 4
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"The net amount to be assessed upon lands within a Maintenance District may be
apportioned by any formula or method which fairly distributes the net amount among all
assessable lots or parcels in proportion to the estimated benefits to be received by each
such lot or parcel from the improvements."
The Act permits the designation of zones of benefit within any individual Maintenance
District if "by reason of variations in the nature, location, and extent of the improvements,
the various areas will receive different degrees of benefit from the improvements." (Sec.
22574). Thus, the 1972 Act requires the levy of a true "assessment" rather than a "special
tax."
B. PROPOSITION 218 BENEFIT ANALYSIS
The costs of the proposed improvements have been identified and allocated to properties
within the District based on special benefit. The improvements to be provided by this
District and for which properties will be assessed have been identified as an essential
component and local amenity that provides a direct reflection and extension of the
properties within the District which the property owners and residents have expressed a
high level of support.
This District was formed to provide and establish landscape and lighting enhancement
that affects the presentation of the surrounding properties and developments and will
directly benefit the parcels to be assessed within the District. The assessments and
method of apportionment is based on the premise that the assessments will be used to
construct and install landscape improvements within the existing District as well as provide
for the annual maintenance of those improvements, and the assessment revenues
generated District will be used solely for such purposes.
In conjunction with the provisions of the 1972 Act, the California Constitution Article XIIID
addresses several key criteria for the levy of assessments, notably:
Article XIIID Section 2d defines District as follows
"District means an area determined by an agency to contain all parcels which will receive
a special benefit from a proposed public improvement or property -related service";
Article XIIID Section 2i defines Special Benefit as follows:
"Special benefit' means a particular and distinct benefit over and above general benefits
conferred on real property located in the district or to the public at large. General
enhancement of property value does not constitute "special benefit."
Article XIIID Section 4a defines proportional special benefit assessments as follows:
"An agency which proposes to levy an assessment shall identify all parcels which will have
a special benefit conferred upon them and upon which an assessment will be imposed.
The proportionate special benefit derived by each identified parcel shall be determined in
relationship to the entirety of the capital cost of a public improvement, the maintenance
and operation expenses of a public improvement, or the cost of the property related
service being provided. No assessment shall be imposed on any parcel which exceeds
the reasonable cost of the proportional special benefit conferred on that parcel."
Fiscal Year Open Space Maintenance District (Golden Valley Ranch) Engineer's Report
2023/2024 Page 5
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The method of apportionment (method of assessment) set forth in the Report is based on
the premise that each assessed property receives special benefits from the landscape
and lighting improvements in the District, and the assessment obligation for each parcel
reflects that parcel's proportional special benefits as compared to other properties that
receive special benefits.
To identify and determine the proportional special benefit to each parcel within the District,
it is necessary to consider the entire scope of the improvements provided as well as the
properties that benefit from those improvements. The improvements and the associated
costs described in this Report, have been carefully reviewed and have been identified and
allocated based on a benefit rationale and calculations that proportionally allocate the net
cost of only those improvements determined to be of special benefit to properties within
the District. The various public improvements and the associated costs have been
identified as either "general benefit' (not assessed) or "special benefit'.
C. REASON FOR THE ASSESSMENT
The assessment is proposed to be levied to defray the costs of the maintenance and
servicing of the open space conservation area improvements, as previously defined herein
in Part A of this Report.
D. SPECIAL BENEFIT ANALYSIS
Parcels within the District will be assessed for the maintenance of those improvements
that provide a special benefit to the project. Article XIIID of the California Constitution
defines special benefit as:
"A particular and distinct benefit over and above general benefits conferred on real
property located in the district or to the public at large. General enhancement of property
value does not constitute `special benefit'."
Per the Judgment of the Superior Court of the State of California Case No. BC269070,
filed July 29, 2002, the setting aside and on -going maintenance of natural open space
areas is a condition of developing the residential portion of Tentative Tract No. 52414
(Golden Valley Ranch).
Without the open space areas, residential development would not be allowed to occur
within the boundaries of the Tentative Tract; therefore, all real property proposed to be
developed for residential uses receive and are conferred a particular and distinct special
benefit from these open space areas and their maintenance. Non-residential properties
are not subject to this condition and therefore do not receive special benefit from the
improvements. The general benefits associated with these open space areas and their
maintenance are considered incidental, negligible and nonquantifiable.
E. ASSESSMENT APPORTIONMENT AND RATES
As stated above, only residential property receives special benefits for the on -going
maintenance of the designated open space within Tentative Tract No. 52414 (Golden
Valley Ranch). There are 142.05 net acres of land designated for residential development
Fiscal Year Open Space Maintenance District (Golden Valley Ranch) Engineer's Report
2023/2024 Page 6
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within the tentative tract. The special benefit to each residential acre of land is the same:
the ability to develop. Therefore, the assessment is apportioned to the residential
development areas on a per acre basis.
$91,278.13 / 142.05 acres = $642.58 / acre
The table below provides the projected assessment apportionment for the two types of
planned residential unit areas within the Golden Valley Ranch development and shows
the estimated maximum annual assessment rate per residential unit given the following
assumptions. These rates are based on the following development scheme:
129.89 acres currently designated for 403 single family residential (SFR) units,
12.16 acres currently designated for 95 single family condominium (CON) units
CPI Increase = 4.93%
Note: Assessment amounts might be slightly different from budgeted amounts due to rounding of assessment to the nearest penny.
If the number of residential units differs from those projected above, the maximum
assessment rates per residential unit will also differ.
The maximum annual maintenance assessment rates will be increased each year by the
annual change in the Consumer Price Index (CPI) for All Urban Consumers, for the Los
Angeles, Long Beach, and Anaheim areas.
The actual assessments levied in any fiscal year will be as approved by the City Council
and may not exceed the maximum assessment rate without receiving property owner
approval for the increase.
Fiscal Year Open Space Maintenance District (Golden Valley Ranch) Engineer's Report
2023/2024 Page 7
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V. ASSESSMENT ROLL
The total proposed assessment for Fiscal Year 2023/2024 and the amount of the total proposed
assessment apportioned to each lot or parcel within the District, as shown on the latest
assessment roll at the Los Angeles County Assessor's Office, are contained in the Assessment
Roll on file in the office of the City Clerk of the City of Santa Clarita, which is also made a part of
this Report.
This Assessment Roll includes the proposed residential development areas that make up
Tentative Tract Map No. 52414 (Golden Valley Ranch).
Fiscal Year Open Space Maintenance District (Golden Valley Ranch) Engineer's Report
2023/2024 Page 8
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Vl. ASSESSMENT DIAGRAM
An Assessment Diagram for the Maintenance District is provided on the following page.
The lines and dimensions of each lot or parcel within the Maintenance District are those lines and
dimensions shown on the maps of the Assessor of the County of Los Angeles, for the year when
this Report was prepared, and are incorporated by reference herein and made part of this Report.
Fiscal Year Open Space Maintenance District (Golden Valley Ranch) Engineer's Report
2023/2024 Page 9
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CITY OF SANTA CLARITA
TOURISM MARKETING DISTRICT (TMD)
2022 - 2023
Annual Report
2023 - 2024
Initiatives and Budget
Tourism Marketing District Overview
BACKGROUND
The Santa Clarita Tourism Marketing District (TMD) was formed in May 2010 in accordance with
the Parking and Business Improvement Area Law of 1989, Part 6 of Division 18 of the California
Streets and Highways Code (1989 Law) and the provisions of the California Constitution Article
XIIID (Proposition 218).
The TMD allows assessed lodging businesses within the City of Santa Clarita (City) to support
efforts to increase tourism in the City, which in turn increases hotel room night stays and,
therefore, increases Transient Occupancy Tax (TOT) revenue back to the City.
Lodging businesses are assessed a two -percent fee for each room night. The TMD uses these
dollars to fund programs, services, and special events that will deliver incremental new room
night sales to its assessed members. The TMD works to create strong, measurable results in
bringing more visitors to Santa Clarita.
2023-24 ADVISORY BOARD
The Advisory Board consists of one specified representative from each of the participating
hotels within the Hotel Tourism Marketing Benefit Zone and two City representatives selected
by the City Manager.
The following lists the entities currently represented on the Advisory Board:
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Best Western — Brett Thomas, General Manager
Courtyard by Marriott — Alissa Elhelou, General Manager
Embassy Suites — Billy Dye, General Manager
Holiday Inn Express — Karina Winkler, General Manager
Homewood Suites — Lawrence Barr, General Manager
Hotel Lexen — Vimal Desai, Owner
Hyatt Regency Valencia — Tom Clearwater, General Manager
SpringHill Suites I Residence Inn —Shannon Hillygus, General Manager
City of Santa Clarita — Thomas B. Cole, Economic Development Director
City of Santa Clarita — Evan Thomason, Economic Development Associate
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This report provides a recap and overall description of the proposed activities to be funded by
the assessment, the estimated annual budget of expenses, and estimated revenues for Fiscal
Year 2023-24 (commencing July 1, 2023, and ending June 30, 2024).
Summary of Services & Activities
The TMD funds various services and activities which bring special benefits to the TMD hotels.
These services include, but are not limited to:
• Promotion of the City through the financial support of key regional and national events
that support tourism
• Development and implementation of destination marketing strategy and promotion
designed to increase visitor attraction to the City
• Development and undertaking of an advertisement and public relations program
focused on business and leisure travel
• Support and funding of the Summer Visitor Trolley program
• Attendance at key meetings and event producer trade shows
Assessment fees are dedicated to securing visitors and room nights
through marketing programs, projects, and activities including:
marketing promotion, advertising, public relations, visitor services,
market research, partnership marketing, and special events promotion.
This year, TMD reserve funds were used for infrastructure
improvements at The Cube Ice and Entertainment Center to facilitate
its opening for tournaments.
Programs and Services for Fiscal Year 2022-23 included:
• Tourism advertising campaigns, via digital media, targeting
leisure travelers in the drive -market (400-mile radius)
• Summer Visitor Trolley program
• Attended business development tradeshows and market
forums including: California Society of Association Executives
Seasonal Spectacular, Religious Conference Management
Association Emerge Conference, U.S. Travel Association IPW,
and Visit California Outlook Forum
Sports Tourism
From amateur events to regional and national championships, Santa
Clarita is a premier sporting destination. Sports Tourism is an important
sector in the travel industry. TMD funding is available to attract more
in -town sporting events and their overnight visitors that participate.
Some of the events that Santa Clarita previously hosted as a direct
result of the established district include:
• Southern California Community College Cross Country
Championship
• Hollywood Curling Summer Blockbuster Bonspiel
• Flag Football World Championship Tour
• Los Angeles Spartan Race
• Amgen Tour of California
• AT&T Champions Classic
• CA Youth Chess League Scholastic Championship
3
Transient Occupancy Tax
2002 - 2022
In the City of Santa Clarita, the Transient Occupancy Tax (TOT) is 10 percent, paid by each hotel
room occupant (transient) to the operator of the lodging establishment. The revenues from the
TOT go to the City's General Fund. In calendar year 2022, $5,145,103.75 in TOT was generated.
$5,500,000.00
$5,000,000.00
$4,500,000.00
$4,000,000.00
$3,500,000.00
$3,000,000.00
$2,500,000.00
$2,000,000.00
$1,500,000.00
$1,000,000.00
$500,000.00
Transient Occupancy Tax 2002-2022
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SANTA CLARITA LODGING PERFORMANCE FROM 12/2022 STR REPORT (City of Santa Clanta+)Year to Date
Average Occupancy
Average Daily Rate (ADR)
Average Revenue Per Available Room (RevPar)
68.7%
$145.78
$100.08
77.5%
$159.49
$123.61
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Advertising
TMD dollars successfully launched comprehensive multi -media advertising campaigns, inclusive
of print, digital ad networks, and social media outlets to attract visitors. Marketing efforts
focused on existing feeder markets within a 400-mile radius of Santa Clarita. TMD dollars allow
simultaneous efforts to market to different audiences, direct consumer/leisure travelers,
corporate meeting and conference planners, and sports tourism event producers. A marketing
campaign results in successful branding, measurable hotel room bookings, an increase in year -
over -year traffic to the Tourism website, and increased corporate meetings and events. The
upward momentum of using TMD funds to market Santa Clarita as a destination continues to
prove successful.
Media Strategy
• Highlight the primary differentiating factors that Santa Clarita offers to leisure travelers
(geography/proximity, value, experiences unique to the region)
• Target the drive -market audience with engaging advertising that directs users to the
content published on VisitSantaClarita.com (thrills, outdoor adventure, family fun, and
entertainment)
• Focus media plan on conversions through digital channels, including display, mobile, video,
email, and social units
• Geo-target plan, with a heavy emphasis on top -performing California markets
• Deliver ads to contextually relevant placements through pre -determined content
categories: family fun, outdoor adventure, entertainment, and thrills
• Target known audiences in the market for Los Angeles -area travel
• Drive social interaction through the use of sweepstakes
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VISITSANTACLARITA.COM
FY 2022-23 Leisure Campaign Results
The TMD organized multiple advertising campaigns in FY 2022-23. These are the results of the
Phase 2 campaign that ran from January 1— February 15, 2023.
DIGITAL DISPLAY
12,072,975 impressions
47,155 clicks
PERFORMANCE MARKETING
13,552 leads generated
SOCIAL MEDIA
2,525,464 impressions
24,569 clicks
CALUni IALL
FrEFUGGIIES
Social Media Channels
IF
FACEBOOK TWITTER INSTAGRAM
32,241 followers 4,500 followers 7,796 followers
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FY 2023-24 Initiatives
During FY 2023-24, it is anticipated that one new hotel will open its doors. The Hampton Inn will
add 78 rooms to the current inventory and be a dual -branded hotel with the existing
Homewood Suites. Occupancy levels may dip initially when the new rooms are added to the
inventory, but are expected to level and increase.
The TMD's objective remains to increase overall demand for overnight visitation (leisure, group,
and meeting business) during the shoulder season (September through March) and will focus
on the following:
Business -Driven Sales and Advertising
• Focus marketing efforts directed at drive and feeder markets
• Continue efforts on conversions through digital channels, including display, mobile,
video, email, and social units, including geo-targets
• Continue to create engaging and informative online assets to attract new customers
• Create incentives to attract meeting professionals and increase bookings
• Attend trade shows that provide the most opportunity for convention/meeting lead
generation
Destination & Partnership Development
• Expand cooperative marketing initiatives and partnership opportunities with Visit
California, Discover Los Angeles, and media connections through IPW
• Support public relations initiatives to drive visitation and economic development
• Event attraction
The TMD regularly supports large-scale sporting and other events, such as the California Beer
Festival's Boots & Brews, Boots in the Park, as well as other concerts and meetings. These
events not only provide a positive economic impact to the City but have made Santa Clarita
known as a city that hosts quality regional events with strategic partnerships. Special events
held in 2022 brought in over 2,100 trackable room nights to the Santa Clarita TMD hotels. The
TMD will strive to increase those numbers in the coming years as large-scale events continue to
ramp up to pre -pandemic levels.
The TMD will work on bringing back and expanding annual events and developing new
tournaments, including those that can be accommodated at The Cube Ice and Entertainment
Center. With the acquisition of ice coverings for the 17,000 square -foot NHL ice rink, the
attraction of large-scale, non -ice events, including meetings or sporting events such as wrestling
or karate, can now be sought to attract to Santa Clarita in 2023 and beyond.
FY 2023-24 BUDGET
Part -Time Staff
Membership & Dues
Printing
Special Supplies
Telephone Utility
Contractual Services
Professional Services
Advertising
Promotion & Publicity
Graphic Design Services
Travel & Training
Auto Allowance & Mileage
$ 29, 641
$6,765
$24,000
$1, 000
$1,250
$90,000
$188,000
$194,505
$20,000
$5,300
$9,000
$600
$540,420
$853,142
$918,930
$942,744
$829,328
E: