HomeMy WebLinkAbout1999-05-11 - AGENDA REPORTS - LMD T31 SHANGRI LA (2)CITY OF SANTA CLARITA
AGENDA REPORT
UNFINISHED BUSINESS City Manager Approval
Item to be presenteAWavne eber
DATE: May 11, 1999
SUBJECT: RESOLUTION TO MODIFY DISTRICT BOUNDARIES AND MAIL
BALLOTS FOR RESIDENTS TO VOTE ON PROPOSED
ASSESSMENT INCREASE FOR SANTA CLARITA LANDSCAPE
MAINTENANCE DISTRICT NO. T31 (SHANGRI-LA) LOCATED
ALONG SOLEDAD CANYON ROAD AT SHANGRI-LA DRIVE
RESOLUTION NO. 99-53
DEPARTMENT: Parks, Recreation, and Community Services
RECOMMENDED ACTION
City Council adopt Resolution No. 99-53 to modify district boundaries, initiate proceedings,
approve the preliminary Engineer's Report, mail ballots, and set the public hearing for
July 13, 1999.
BACKGROUND
This item was continued from the regular City Council meeting of April 27, 1999 to allow
more time for staff to meet with the Shangri-La and Outlook Association Boards. Since then,
staff has continued to meet with both Association Boards and homeowners to reach an
agreement on the proposed assessment rate. As a result, both the Shangri-La and Outlook
Homeowners Association Boards asked the City to move the ballot process forward and to
work cooperatively with them to provide further information to the Association residents.
Currently, the assessment rate of $29 a month per parcel for landscape maintenance in
District No. T31 (Shangri-La) is inadequate to fully maintain the 16 acres of common area
landscaping installed by the developer twelve years ago. The district was originally set up for
only 5 acres in this area.
There are 182 units in the developed areas of the Shangri-La and Outlook Homeowners
Associations and 259 undeveloped units owned by the developer. A total of 441 units pay
into the district at a rate of $29 per month. However, there are currently only 16
landscaped acres maintained within Shangri-La/Outlook area and no maintained landscape
within the undeveloped areas. The current revenues received from all 441 units are
sufficient to cover the basic maintenance, utilities and administration costs of the existing
16 acres of landscaping only. When the undeveloped areas are built, additional landscaped
Adopted: Agenda Item:wD
acres will be added but there will be no additional funds. This will create an immediate
and long-term deficit.
Several options were evaluated and discussed with the Association Boards and
homeowners. One option is for all 441 units to pay for the 60 acres of landscape
maintenance at build out. The City's previous analysis did not include a full reserve
balance or provisions for one-time slope protection costs, which are $8 per unit per month.
The recommended rate that would include reserves and one time costs for slope protection
for this would be $75 per unit per month. A second option is for the undeveloped areas to
be removed from the district. The district would then consist of 182 Association units that
would only pay for the 16 acres of developed landscaped area. The recommended rate for
this option that was agreed upon by the Association Boards would be the proposed increase
to $65 per unit per month. Other options include dissolving the district or leaving the rate
the same. Each Association would have to make up the difference through Association
funds.
To fund a full maintenance contract and pay for repairs and replacement, an additional $36 a
month per parcel assessment is recommended. In order to increase the assessment, ballots
for the $36 increase or for a lesser amount as agreed upon by the City and Homeowners
Association must be delivered to all property owners in the district for their vote 45 days
prior to the proposed public hearing. At the public hearing, all votes received will be
tabulated. A simple majority is required to approve the rate increase.
If the vote fails, the increase will not be implemented and the existing rate of $29 per month
($348 annually) will remain in place. The District's existing fund balance will be used to
provide full services for next year. The Homeowners Association will be responsible for
reserves and any additional costs. If the vote passes, the combined assessment of $65 per
month ($780 annually) will be placed on property tax bills for fiscal year 1999-2000. This
procedure is in full compliance with Proposition 218.
City staff met again with the Board of Directors of the Shangri-La and Outlook Associations
on April 21, 1999 and on May 3, 1999 to discuss district budgets and landscaping needs.
The budget line items were carefully evaluated and found to be correct. The Board also
requested that the district fully fund the reserves as recommended in the reserve study and
the one time costs. The board members have requested that the district boundaries be
modified to exclude the undeveloped portions.
City staff is working closely with the Boards to provide information to the homeowners. An
agreement was made for a timeline that will allow for City staff and the Boards to continue
to meet with residents and still comply with time constraints for the annual assessment
process. A meeting with the district members is scheduled for the week of May 17.
Given the recent meetings, staff is recommending that the City Council modify the district
boundaries, initiate proceedings, approve the preliminary Engineer's Report, mail ballots,
and set the public hearing for July 13, 1999.
ALTERNATIVE ACTION
Do not initiate proceedings.
Other direction as determined by City Council.
FISCAL IMPACT
This increase will provide additional funding for the full maintenance of common area
landscaping in the development. The estimated revenues and expenditures for annual
maintenance will be $124,488.
ATTACHMENTS
Resolution No. 99-53
Exhibit "A" Location Map
Engineer's Report (Available in the City Clerk's reading file)
NED:Itk
counci Van9MPt/1999/31ba114. doc
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EXHIEIT A
Zone T-3
MAP —SHANGRI-LA and OUTLOO
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