HomeMy WebLinkAbout1999-10-26 - AGENDA REPORTS - LMD VIA PRINCESSA/SIERRA HWY (2)CITY OF SANTA CLARITA
AGENDA REPORT
CONSENT CALENDAR
DATE: October 26, 1999
City Manager
Item to be pre,/ented by: Wayne Weber
SUBJECT: ANNEXATION OF SIERRA HIGHWAY STORAGE FACILITY
LOCATED ON VIA PRINCESSA INTO SANTA CLARITA
LANDSCAPE MAINTENANCE DISTRICT NO. 1 AS ZONE 11
DEPARTMENT: Parks, Recreation, and Community Services
RECOMMENDED ACTION
City Council adopt the resolution to initiate annexation proceedings, approve the Engineer's
Report, and set the public hearing for January 11, 2000.
BACKGROUND
As a condition of the approval of the Sierra Highway Storage project, median landscape
improvements are required. The developer is required to install the landscaping and provide
funds for long-term maintenance of the required median and other parkway landscape
improvements. The developer has signed a petition requesting the annexation of this
landscape maintenance area into Santa Clarita Landscape Maintenance District No. 1. The
landscape district will provide for the continued maintenance of these improvements after
they are constructed and accepted by the City.
By signing the petition, the Developer has waived the noticing and right to majority protest
at the public hearing and has submitted an assessment ballot in favor of the annexation. It is
estimated that the improvements will be accepted after January 1, 2000. The funds for
maintenance costs will be collected on the Fiscal Year 2000/01 tax roll. The proposed
resolution annexes Sierra Highway Storage into Landscape Maintenance District No. 1 as
Zone No. 11. The total proposed annual assessment for the project is $9,600. This
annexation is in compliance with Proposition 218.
ALTERNATIVE ACTION
Do not annex territory.
Other direction as determined by Council.
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FISCAL IMPACT
This landscape district will provide funding for the maintenance of the proposed median and
parkway landscaping. This provides overall beautification for the City and long-term funding
for maintenance. The estimated revenues and expenditures collected for the maintenance of
will be $9,600 for Zone 11.
ATTACHMENTS
Proposed Resolution
Exhibit "A" Location Map
Exhibit "B"
Petition
Engineer's Report (Available in the City Clerk's reading file)
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Pr/co=cil/agnrepts/1999/Zonell.doc
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EXHIBIT "A"
` s Zone 11
Sierra Highway
\ Self Storage
! _ Boundary of Zone T-11
!
1! Landscape median area to be
improved with landscaping and
/ irrigation. Lots within the district
boundary will be assessed for the
/ x landscape maintenance, servicing and
/ ^ ! all incidentals.
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2864-003-015
2836-009-050
10/4/99 11:06 AM
EXHIBIT B
STORAGE UNITS ON SIERRA HIGHWAY
FY 1999-00
No. of acres (4,944 Sq. Ft.)
No. of parcels
Per parcel assessments
Revenue from parcel assessments
From fund balance
Ad valorem, interest, other revenue
Zone 11
Storage Units on Sierra Highway
0.1135
1 Comercial Parcel
$800/Mo.
$9,600
0
0
TOTAL COLLECTED $9,600
Account Numbers
Expense Account Number
Revenue Account Number
Auditor Controller Account
Personnel
Operations & Maintenance
7371
Electric Utility
7373
Telephone Utility
7374
Water Utility
8001
Contractual Services
Landscape Contract
Insp. Contract
8110
Pest Control
8111
Extras
7400
Contingency
8601
Furniture & Fixtures
8610
Equipment
Total Operations & Maintenanc
9510 Overhead Allocation
Reserves
11.0%
445
1,400
5,050
700
300
750
8,645
951
204
TOTAL STAFF, O&M, O/H + RESERVES 9,800
ExhibitB.xls 10/4/99 10:08 AM
PETITION
A petition to the City Council of the City of Santa Clarita, County of Los Angeles, State of
California, petitioning said Council to initiate proceedings for the annexation of territory into
Santa Clarita Landscape Maintenance District No. 1, an assessment district established
pursuant to the Landscaping and Lighting Act of 1972, as set forth in Part 2 of Division 15
(Section 22500, et seq.) of the Streets and Highways Code of the State of California.
WITNESSETH:
A. WHEREAS, the petitioner, Sierra Highway Storage Limited Partnership, is the sole
owner of that certain real property located in the City of Santa Clarita, County of Los Angeles,
State of California, more particularly described as follows:
Legal Description:
PARCEL 1: Being a portion of the northeast quarter of Section 29, Township 4
North, Range 15 West, S.B.M., in the City of Santa Clarita, County
of Los Angeles, State of California, described as follows: all of Parcel
1 and that portion of Parcel 2 lying within said northeast quarter of
Section 29, of those parcels described in "Certificate of Compliance"
No. 95-008, recorded October 30, 1995, as instrument 95-1747505 of
official records of said County of Los Angeles.
PARCEL 2: Being a portion of the northwest quarter of Section 28, Township 4
North, Range 15 West, S.B.M., in the City of Santa Clarita, County
of Los Angeles, State of California, described as follows: that portion
of Parcel 2, lying within said northwest quarter of Section 28 of those
parcels, of those parcels described in "Certificate of Compliance"
No. 95-008, recorded October 30, 1995, as instrument No. 95-1747505
of official records of said County of Los Angeles.
(Hereinafter referred to as the "Property"); and
B. WHEREAS, the owner is developing the Property as a Sierra Highway Self Storage
development in Santa Clarita, (hereinafter referred to as the "Project"); and
C. WHEREAS, as a condition to its approval of the project, the City of Santa Clarita
(hereinafter referred to as the "City") has required that those certain landscape easement areas
within or adjacent to the Project which are more particularly shown and described on Exhibit
"A" attached hereto (hereinafter referred to as the "Improvement Areas"), be improved with
landscaping and other related improvements (hereinafter referred to as the "Landscape
Improvements") to a standard acceptable to the City. The developer is required to provide a
means satisfactory to the City for assuring the continued maintenance, operation and servicing
of the Improvement Areas and pursuant to the "Landscaping and Lighting Act of 1972" as set
forth in Part 2 of Division 15 (Sections 22500, et seq.) of the Streets and Highways Code of the
State of California, the City may assess the property via an existing assessment district to
provide for the continued maintenance, operation and servicing of the Improvement Areas and
Landscape Improvements, and for the payment of the costs and expenses incurred for such
maintenance, operation, and servicing; and
D. WHEREAS, the Developer is the owner of all of the real property to be benefited by
the Improvement Areas, and the maintenance, operation, and servicing thereof.
NOW, THEREFORE, in furtherance of the foregoing recitals, the developer does hereby
petition the City as follows:
1. In order to assure the continued maintenance, operation, and servicing of the
Improvement Areas and Landscape Improvements, and the payment of the cost and expenses
incurred for such maintenance, operation, and servicing, the Developer hereby requests that
the City annex the Property into Santa Clarita Maintenance District No. 1 as Zone 11
(hereinafter referred to as the "District") pursuant of the "Landscaping and Lighting Act of
1972," as set forth in Part 2 of Division 15 (Section 22500, et seq.) of the Streets and Highways
Code of the State of California in accordance with this Petition.
2. The Developer requests that the Property to be incorporated and annexed into the
District consist of all of the Property referenced as Parcel "1" and Parcel "2" of the recitals
herein above and shall become annexed into District No. 1 as Zone 11. The initial annual
assessment shall be $9,600 per parcel per year and the base rate may increase at an annual
amount based upon the increase in the Consumer Price Index for the Los Angeles Area (CPI).
3. As the owner of all of the real property to be annexed into the District, the Developer
hereby waives all statutory hearings of objections and protests by interested property owners
to the proposed annexation.
4. In consideration of the approval of the annexation into the District by the City, the
Developer hereby proposes as follows:
a. To consent to the establishment of an annual assessment for the property being
annexed into the District in an amount reasonably determined by the City to cover
all costs and expenses incurred for the continued maintenance, operation, and
servicing of the Landscape Improvements for Zone 11 of Santa Clarita Landscape
Maintenance District No. 1.
b. To construct Landscape Improvements as may be reasonably required by the City;
c. To bear all costs to complete the construction or other installation of the Landscape
Improvements on those portions of the Improvement Areas located in or adjacent to
the Sierra Highway Self Storage development to the reasonable satisfaction of the
City;
d, To cast a ballot authorizing the levy of assessments in the District to pay the costs
and expenses of the continued maintenance, operation, and servicing of the improvements; and
e.Pay assessments levied for the first fiscal year (1999-00) upon the landscape
assessment district in which the property is located prior to the submittal to the City
Council of any associated final subdivision map.
5. The Developer hereby requests that the annexation of the Property into the District
set forth herein above satisfy the City's landscape condition to its approval of the Project as
referenced in the recitals herein above. The landscape maintenance and easement areas to be
administered and maintained by the District are shown on the attached Landscape
Maintenance District Map.
DEVELOPER/OWNER
Owner's Na
ALL SIGNATURES TO BE NOTARIZED•
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ENGINEER'S REPORT
CITY OF SANTA CLARITA
ANNEXATION NO. 11 OF SIERRA HIGHWAY STORAGE
INTO LANDSCAPE MAINTENANCE DISTRICT NO. 1
I. INTRODUCTION
This report is prepared in compliance with the requirements of Article 4, Chapter 1, of the
Landscaping and Lighting Act of 1972, (hereinafter referred to as the "Act") which is Part
2, Division 15 of the California Streets and Highways Code. This report considers the
annexation of Sierra Highway Storage as Annexation No. 11 into Santa Clarita Landscape
District No. 1.
Pursuant to the Act, the City Council is the legislative body for the District and may annex
territory and levy annual assessments acting as the governing body for the operations and
administration of the District.
In addition, the Act provides for the levy of annual assessments after annexation or
formation of an assessment district for the continued maintenance and servicing of the
district improvements. The Act further allows various areas to be annexed into an existing
district when the territory in the annexation receives substantially the same degree of
benefit from the improvements. The costs associated with the installation, maintenance
and service of the improvements may be assessed to those properties, which are benefited
by the installation, maintenance and service.
Section 22608 of the Streets and Highways Code further states that annexation
proceedings will be limited to the territory proposed to be annexed into an existing district.
This report will be limited to those properties included within the Sierra Highway Storage
project as shown on Exhibit A.
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 XIII C and XIII D to the California Constitution. The Proposition
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.
Each property owner who owns parcels subject to the assessment will be sent an
Assessment Ballot requesting their approval to annex into the district and approve the
assessments being imposed. Subsequent owners of parcels would be made aware through
title reports and Department of Real Estate "White Paper" reports that the parcels are in
the district and subject to the assessments. Purchase of the parcel(s) is also an agreement
by the new owners to be subject to the assessments. However, subsequent increases, if
any, will be subject to the procedures and approval process of Section 4 of Article XIII D.
October 26, 1999 City of Santa Clarita 1
This report is being provided to show that there will be no proposed increase in the
assessments to pay for costs incurred for maintenance, servicing and operation of the
existing District. However, the assessments will be proposed for the first time to those
parcels proposed to be included in this annexation.
The City may initiate proceedings for the annexation of territory for continued
maintenance and servicing of landscaping improvements by passing a resolution. This
Resolution of Intention generally describes the territory to be annexed into the district and
any proposed new improvements or any substantial changes in existing improvements and
orders an engineer to prepare and file a detailed report.
This report prepared by the Engineer, details only the proposed annexation to the existing
district and must include; plans and specifications of the improvements; an estimate of the
costs of the improvements, including maintenance and servicing; a diagram, i.e., map of
the assessment district showing the boundary of the district and annexation; the parcels or
lots which benefit, and an estimate of costs of the improvements, maintenance and
servicing. Once the report is completed, it is presented to the City Council (the legislative
body) for its review and approval as presented, or may be modified and approved.
After the report is approved, the City adopts the Resolution of Intention which declares its
intent to annex territory and levy and collect assessments, describes the improvements,
including maintenance and servicing, refers to the assessment district by its distinctive
designation, refers to the report for the details of the district, and sets a time for a public
hearing on the levy of the proposed assessment.
Following the initial Council Meeting, the City will send an Assessment Ballot with which
the property owners can vote on the annexation and assessment.
At the public hearing, the City will count the Assessment Ballots returned and consider the
public testimony in favor and/or opposing the annexation and assessment. At that time,
the City Council may adopt a resolution confirming and levying the assessments to fund
the maintenance and servicing of the improvements or abandon the proposed annexation.
Assessments, if authorized, would be placed on the 2000/01 County Tax Roll and would be
collected with the regular County property taxes. Reserve funds in the current district
would be used to fund the maintenance and service until assessment funds are distributed
by the County Tax Collector in December of 2000.
II. PLANS AND SPECIFICATIONS
The proposed improvements for Annexation No. 11 into Landscape Maintenance District
No. 1, include, but are not limited to, and may be generally described as follows:
The operation, maintenance and servicing of ornamental structures, landscaping, including
trees, shrubs, grass, and other ornamental vegetation, and appurtenant facilities, including
irrigation systems and drainage devices located in public places within the boundaries of
the Landscape Maintenance District. Maintenance means the furnishing of services and
materials for the ordinary and usual maintenance, operation and servicing of the
October 26, 1999 City of Santa Clarita 2
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.
Servicing means the furnishing of electricity for the operation of any appurtenant facilities,
and water for the irrigation and control of the landscaping and the maintenance of any of
the ornamental structures, landscaping and appurtenant facilities.
Plans and Specifications for the improvements for this annexation to the Landscape
Maintenance District are voluminous and are 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.
III. ESTIMATED COSTS OF THE IMPROVEMENTS
The Act provides that the estimated costs of the improvements shall include the total cost
of the improvements for Fiscal Year 2000/01, including incidentals, which may include
reserves to operate the District until funds are transferred to the City from the County
around December 10 of the next fiscal year.
The 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 district is the total cost of installation, maintenance and servicing with
adjustments either positive or negative for reserves, surpluses, deficits and/or
contributions.
Estimated costs of improvements for Landscape Maintenance District No. 1, including
Annexation No. 11, 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 proposed budgets are attached as
Exhibit B-1 and B-2.
IV. ASSESSMENT DIAGRAM
The boundary map/diagram included herein as Exhibit A is part of this report.
October 26, 1999 City of Santa Clarita 3
V. ASSESSMENT
All assessed lots or parcels of real property within the annexation are listed on the
Assessment Roll that is on file at the City and is hereby made a part of this report by
reference. The assessment roll states the net amount to be assessed upon assessable lands
within these annexations for Fiscal Year 2000/01, shows the Fiscal Year 2000/01
assessment upon each lot and parcel within the annexation, and describes each assessable
lot or parcel of land within the annexation. These lots and parcels are more particularly
described in the County Assessment Roll, which is on file in the office of the Los Angeles
County Assessor and by reference is made a part of this report as Exhibit C.
Commencing with Fiscal Year 2000/2001, the amount of the assessments for these
Annexations will include a yearly increase, based upon the Consumer Price Index, All
Urban Consumers, for the Los Angeles -Anaheim -Riverside Area ("CPI"), as determined by
the United States Department of Labor, Bureau of Labor Statistics, or its successor. The
Engineer shall compute the percentage difference between the CPI for March Qf each year
and the CPI for the previous March, and shall then adjust the existing assessment by an
amount not to exceed such percentage for the following fiscal year. Should the Bureau of
Labor Statistics revise such index or discontinue the preparation of such index, the
Engineer shall use the revised index or a comparable system as approved by the City
Council for determining fluctuations in the cost of living.
VI. METHOD OF ASSESSMENT
BACKGROUND
The Landscaping and Lighting Act of 1972 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. The
Proposition 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 the district. The general enhancement of property
value does not constitute a special benefit.
SPECIAL BENEFIT
In the existing District, the landscape improvements were installed by the developers,
subdividers of the land, and the continued maintenance was guaranteed through the
establishment of a Landscape Maintenance District. If the installation of the
improvements and the guaranteed maintenance did not occur, the lots would not have been
established and could not have been sold to any distinct and separate owner. The
establishment of each distinct and separate 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.
October 26, 1999 City of Santa Clarita 4
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 and to the same
degree.
The area outside of, and surrounding the residential/commercial structures, is landscaped
and owned in common by all the owners of the residential/commercial structures. These
common areas have landscaping improvements that are maintained by the district. Since
these improvements are for the benefit of the owners and they also benefit from the
maintenance of these improvements, only the owners of property within the district are
assessed for this benefit and its costs.
In addition, the improvements continue to confer a particular and distinct special benefit
upon parcels within the annexation because of the nature of the improvements. The proper
maintenance of landscaping and appurtenant facilities specially benefit parcels within the
annexation by moderating temperatures, and providing oxygenation thereby enhancing the
environmental quality of the parcels and making them more desirable. The spraying and
treating of landscaping for disease reduces the likelihood of insect infestation and other
diseases spreading to landscaping located throughout the properties within the annexation.
The proper maintenance of the landscaping, ornamental structures, and appurtenant
facilities reduces property -related crimes (especially vandalism) against properties in the
annexation. The landscaping located in Landscape Maintenance District No 1 and the
proposed annexation helps to visually join the various segments of the community, which
enhance property. Finally, the proper maintenance of landscaping and ornamental
structures improves the attractiveness of the properties within the annexation and
provides a positive visual experience each and every time a trip is made to or from the
property. All of the above-mentioned contributes to a specific enhancement of the property
values of each of the parcels within the annexation.
GENERAL BENEFIT
In addition to the special benefits received by the parcels within the proposed annexation,
there are incidental general benefits conferred by the proposed improvements.
The proper maintenance of landscaping and appurtenant facilities within the proposed
annexation will not only control dust from blowing onto properties within the annexation,
but will also control dust from blowing onto properties outside of the annexation. The
spraying and treating of landscaping within the annexation for disease reduces the
likelihood of insect infestation and other diseases spreading to landscaping located
throughout other properties within the City. Finally, the proper maintenance of
landscaping and ornamental structures provides a positive visual experience to persons
passing by the annexation. All of the above-mentioned constitutes incidental general
benefits conferred by the improvements.
The total benefits are thus a combination of the special benefits to the parcels within the
annexation and the general benefits to the public at large and to adjacent property owners.
The portion of the total landscape maintenance costs which are associated with general
benefits will not be assessed to the parcels in the district, but will be paid from other City
funds.
October 26, 1999 City of Santa Clarita 5
Because the landscaping is located immediately adjacent to properties within the proposed
annexation, and is maintained solely for the benefit of the properties within the proposed
annexation, any benefit received by properties outside of the proposed annexation is merely
incidental. It is estimated that the general benefit portion of the benefit received from the
improvements for any annexation is less than one (1) 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.
APPORTIONMENT
In this annexation, all the parcels in the annexation receive the same special benefit from
the improvements due to their use and their similar proximity to the improvements.
Therefore, each parcel is assessed an equal amount.
Once the parcels are subdivided and if they are ever re -subdivided in the future, the total
assessment will be apportioned equally on each new parcel.
as City Clerk, do hereby certify that the foregoing assessments, together
with the boundary maps attached thereto, were filed in my office on the — day of
1999.
Sharon L. Dawson, City Clerk
City of Santa Clarita
I, Richard L. Kopecky, Willdan Associates, Engineer of Work for the City of Santa Clarita,
do hereby certify that the foregoing assessments, together with the boundary maps
attached thereto, are true and correct.
Richard L. Kopecky, RCE 16742
Engineer of Work
Submitted by:
Richard L. Kopecky, RCE 16742
Assessment Engineer
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October 26, 1999 City of Santa Clarita 6