Loading...
HomeMy WebLinkAbout2005-01-11 - AGENDA REPORTS - SMD 1 ANNEX 2004-L68 69 (2)CONSENT CALENDAR DATE: SUBJECT: DEPARTMENT Agenda Item: 10100 CITY OF SANTA CLARITA AGENDA REPORT City Manager Approval: Item to be presented by: January 11, 2005 ANNEXATION OF TERRITORIES INTO SANTA CLARITA STREETLIGHT MAINTENANCE DISTRICT NO. I AS: • ANNEXATION NO. 2004-1,68, APN 2849-004-010 (27740 BOUQUET CANYON ROAD) • ANNEXATION NO. 2004-L69, APN 2829-029-062 (24853 BELLA VISTA DRIVE) Administrative Services RECOMMENDED ACTION City Council adopt two resolutions to initiate annexation proceedings for Annexation Nos. 2004-L68 and 2004-L69 into Streetlight Maintenance District No. 1; approve the respective Engineer's Reports; declare the City's intention to annex the territories; and set the public hearing for January 11, 2005. BACKGROUND The City of Santa Clarita proposes to take over the operation and maintenance of the strectlight improvements constructed by WK Sonrisa 35, LLC, a California Limited Liability Company (Developer) for APN 2849-004-010 (Saugus area) and Tsovinar Terteryan (Developer) for APN 2829-029-062 (Valencia area). The City administers public streetlights within the City limits. Streetlight expenses are covered through a combination of property tax revenue and direct assessments. For new development, the City will only operate and maintain streetlights if the area agrees to be annexed into the District. If approved by Council, the territories will be annexed into Santa Clarita Streetlight Maintenance District No. I as follows: Annexation No. 2004-L68, APN 2849-004-010 Annexation No. 2004-L69, APN 2829-029-062 Pe 5c�. Oc�l — -Z-1 Adqpted.,-L, ".5- q The proposed annual lighting maintenance assessment is $50.00 for each Equivalent Dwelling Unit (EDU), which is the Fiscal Year 2005-2006 assessment rate. This rate may increase each year by the annual change in the Consumer Price Index (CPI). The total assessment that would be generated, based on this $50/EDU rate, is: • Annexation No. 2004-1,68, APN 2849-004-010. The proposed annual lighting maintenance assessment is $50 per EDU, thirty-five (35) units total, for a total of $1,750.00. • Annexation No. 2004-1,69, APN 2829-029-062. The proposed annual lighting maintenance assessment is $50.00 per EDU, one (1) unit total, for a total annual assessment of $50.00. The annexation of these territories is in compliance with Proposition 218. ALTERNATIVE ACTIONS Other action as deten-nined by the City Council. FISCAL JMPAC The annexation of these territories will provide funding for the maintenance of the street lighting for the territories mentioned above. The estimated revenues and expenditures collected from the annexations for annual maintenance will be $1,800.00. ATTACHMENTS Resolution Annexation No. 2004-1,68 Resolution Annexation No. 2004-1,69 The following are available in the City Clerks Reading File: Exhibit A - Location Map 2004-1,68 Exhibit B - Location Map 2004-1,69 ENGINEER'S REPORT CITY OF SANTA CLARITA ANNEXATION NO. 2004-1,68 INTO STREETLIGHT MAINTENANCE DISTRICT NO. APN 2849-004-010 27740 BOUQUET CANYON ROAD FISCAL YEAR 2004/2005 SANTA CLARITA, CALIFORNIA ENGINEER'S REPORT CITY OF SANTA CLARITA ANNEXATION NO. 2004-L68 STREETLIGHT MAINTENANCE DISTRICT NO. I 27740 BOUQUET CANYON ROAD TABLE OF CONTENTS I. Introduction 11. Plans and Specifications 111. Estimated Costs of the Improvements IV. Fiscal Year 2005/2006 Budget Estimate V. Assessment VI. Method of Assessment VII. Certifications Appendices A Assessment Diagram B Assessment Roll Page 1 3 3 4 5 5 9 ENGINEER'S REPORT CITY OF SANTA CLARITA ANNEXATION NO. 2004-L68 INTO STREETLIGHT MAINTENANCE DISTRICT NO. 1 27740 BOUQUET CANYON ROAD 1. 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 territory to be known as Annexation No. 2004-L68, (27740 Bouquet Canyon Road), into the existing Santa Clarita Streetlight Maintenance 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 into 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 associated with 27740 Bouquet Canyon Road, APN 2849-004-010, as shown on Appendix "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. As written, Proposition 218 exempts assessments for street purposes. The maintenance services in Streetlight Maintenance District No. I are for streetlights. They are an integral part of the entire street, the same as curb, gutter, pavement, signage and striping. Taken as a group, they are the elements that provide a safe route for motorists. 1 Streetlights are installed to make streets safer. 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 darker areas. Streetlights are installed on and for street purposes and are maintained and serviced to allow the street to perform to the standards it was designed. Assessments for the maintenance and servicing of streets, must include streetlights, and is exempt under the provisions of Proposition 218. 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. 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 streetlight 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 maybe 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 and annexation by its distinctive designation, refers to the report for the details of the district and annexation, and sets a time and place 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. 2 At the public hearing, the City will count the Assessment Ballots returned and consider the public testimony in favor of 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 2005/2006 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 the County Tax Collector distributes assessment funds in December of 2005. PLANS AND SPECIFICATIONS The proposed improvements for Annexation No. 2004-1,68 into Streetlight Maintenance District No. 1, include, but are not limited to, and may be generally described as follows: Streetlight improvements are owned either by the Southern California Edison Company, the State of California Department of Transportation, or the City of Santa Clarita. Facilities constructed for or by the City of Santa Clarita are on file in the City offices. Proposed streetlight facilities are located in the vicinity of 27740 Bouquet Canyon Road, in the City of Santa Clarita. Plans and Specifications for the improvements for Annexation No. 2004-L68 to the Strectlight 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. 111. 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 2005/2006, 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 Streetlight Maintenance District No. 1, including Annexation No. 2004-L68, 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. 3 ENGINEER'S REPORT CITY OF SANTA CLARITA ANNEXATION NO. 2004-1,68 INTO STREETLIGHT MAINTENANCE DISTRICT NO. I 27740 BOUQUET CANYON ROAD, APN 2849-004-010 2005/2006 FISCAL YEAR BUDGET ESTIMATE ASSESSMENT LOTS OR PARCELS: 35 Units TYPE OF LAND USE: 35 CONDOMINIUM UNITS BUDGET ITEM Total Funds Required Available Carryover Other Revenue To be Raised by Parcel Assessment Maximum Annual Per -Unit Assessment Based on $50per equivalent unit, for 35 units FUTURE ESTIMATE FY 2005/06 $1,750.00 $ 0.00 $ 0.00 $ 1,750.00 $50.00 IV. ASSESSMENT DIAGRAM The boundary map/diagram is included herein as "Appendix A". V. ASSESSMENT All assessed lots or parcels of real property within the annexation are listed on the assessment roll, which 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 Annexation No. 2004-L68 for Fiscal Year 2005/2006, shows the Fiscal Year 2005/2006 maximum assessment upon each lot or parcel within the annexation and the Fiscal Year 2005/2006 actual assessment, and describes each assessable lot or parcel of land within the annexation. These lots or 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 "Appendix B." Commencing with Fiscal Year 2005/2006, the amount of the maximum assessments for Annexation No. 2004-L68 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 of 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. If the assessment is not increased in some years, the amount may be increased in subsequent years by an amount corresponding to the cumulative increases in the CPL 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 or annexation 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 or annexation. The general enhancement of property value does not constitute a special benefit. 5 SPECIAL BENEFIT The City, in determining the necessity of annexing territory into the existing street light maintenance district, took into account the cost of providing services to the residents, businesses, and properties located within the annexation. Each and every parcel within the annexation receives a particular and distinct benefit from the improvements over and above general benefits conferred by the improvements. In the existing District, the streetlight improvements were installed by the developers, subdividers of the land, and the continued maintenance was guaranteed through the establishment of a Streetlight 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. In the annexation, 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 improvements also 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 the streetlighting and appurtenant facilities specially benefit parcels within the annexation. The proper maintenance of the streetlighting, and appurtenant facilities reduces property -related crimes (especially vandalism) against properties in the annexation. The streetlighting located in Streetlight Maintenance District No. I and the proposed Annexation No. 2004-L68 helps to visually join the various segments of the community, which enhance property. All of the above mentioned contributes to a specific enhancement of the property values of each of the parcels within the annexation. In addition, the benefit provided by streetlighting consists of safety for pedestrians with the property in the Annexation during the nighttime hours. This is a distinct and special benefit to all developed parcels in the annexation. 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 installed on and are for street purposes and are maintained and serviced to allow the street to perform to the standards it was designed. Assessments for the maintenance and servicing of streets may include streetlights. Streetlighting 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. Streetlights are considered an integral part of the entire street, the same as curb, gutter, pavement, signage, and striping. Taken as a group, they are the elements that provide a safe route for motorists and pedestrians. Streetlights are installed to make streets safer. 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 design speed of the street and the natural ability of the motorist's eyes to adjust to light and dark areas. The system of streets adjacent to the annexation are established to provide access to each parcel in the annexation. Streetlights provide a safer street environment for owners of the parcels served. If the parcels were not subdivided to provide individual parcels to owners within the annexation, there would be no need for a system of streets with safety lighting. 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. 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 benefit to properties for streetlighting on the City's streets is a benefit to all parcels within the City. All parcels share equally the cost of the streetlights. 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 streetlight 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. 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. 7 However, since the installation of streetlights is for the express special benefit of the parcels within the annexation and since each and every parcel within the annexation receives a particular and distinct benefit from the improvements, there is considered no general benefits conferred by the improvements to the public at large. APPORTIONMENT For Fiscal Year 2005/2006, Annexation No. 2004-L68 to the Santa Clarita Streetlight Maintenance District No. 1, will adopt the current rate schedule as used by the existing district. The Landscape 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/annexation in proportion to the estimated benefits received. The primary benefits of strectlighting 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. The proposed maximum assessment rate for Fiscal Year 2005/2006 is proposed to be $50.00 per Equivalent Unit. The following information can be used to determine the unit count per parcel. Intensity or degree of illumination provided on streets in the district varies with the type of street and the use of the property adjacent thereto. The cost of providing the highest recommended degree of illumination (used in commercial areas) is about four times the cost of providing the intensity recommended for the lowest category which included residential properties. Based on land use information provided by the County Assessor, it has been determined that in the existing district over 93 percent of the parcels are in a residential category. Approximately 83 percent are single-family homes or condominiums and the remainder 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) one has been assigned to the basic family unit, 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 dist ct. Therefore, a value of I 9 1 were each rated at 1/4 to f the was iven to people use while intensity and security benef ri /2 basic unit of (1) one. Parcels in other land use categories we t orm basic unit. re then rated by comparison with the Reference is made to the annual Engineer's Report, on file with the City, for the Santa Clarita Streetlight Maintenance District No. 1, Fiscal Year 2004/2005 for details on the land use categories and benefit units assigned to them. 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. M Currently there is one parcel proposed with the number of equivalent units assigned to each lot, same as "Group A" from the existing district. The per unit rate is then applied to the number of units assigned to each parcel to come up with the assessment per parcel. Group Ratiniz Breakdown High intensity lighting .25 Units High people use .50 Units High security benefit .25 Units Total I Unit The total number of units is multiplied by a factor that was specifically calculated for a single family home in Group A. In this particular case, a single family home has a value of one unit per parcel. Therefore, a factor of one will be used to determine the appropriate streetlight assessment for the assessment for the parcel: (I unit) x (35 units) x ($ 50-00/unit) = $1,750.00 Property Tyne 35 Condominium units VIL CERTIFICATIONS PRELIMINARY APPROVAL Preliminary approval by the City Council of the City of Santa Clarita on the I /Aday of ,2005. -�" ;� Q4tt� Sharon L. Dawson, City Clerk City of Santa Clarita FINAL APPROVAL Final approval by the City Council of the City of Santa Clarita on the lAayof 2005. - 4/L� ,� Sharon L. Dawson, City �Clerk City of Santa Clarita 1, S,1�1' 041301-' as City Clerk, do hereby certify that the foregoing asse sments, together with the boundary maps attached thereto, were filed in my office on the U iKay of 2005. ,�? 910� Sharon L. Dawson, City Clerk City of Santa Clarita L as City Clerk, do hereby certify that the foregoing assessments, together with the boundary maps allached thereto, were approved and confin-ned by the City Council of the City of Santa Clarita on the VCA & ,y of 1��, 2005. N - - ..... . ...... PC EC 15, a 19 CD 41F 7 C* Sharon L. Dawson, City Clerk City of Santa Clarita 4,9 ......... City Engineer of the City of Santa Clarita, do hereby certify that the foregoing assessments, toRether with the boundary maps attached thereto, were filed in the City Clerk's office on the I I day of — (�� 2005. ��Sue IpWl�hting "tn�68 mg Mt &c Robert Nel\unaR�Direttor of Building and Engineering —Services City of Santa Clarita, State of California 10 ASSESSMENT DIAGRAM A011416 ff "' "0I euv 4 5"a e&uriq AL IL STREETLIGHT MAINTENANCE DISTRICT I w ANNEXATION 2004-1.68 1 2 I I A N Streetlight �nexatuon Bounua� 27740 Bouquet Canyon Road Parceis Buildings "APPENDIX B" ASSESSMENT ROLL ANNEXATION NO. 2004-1,68 INTO STREETLIGHT MAINTENANCE DISTRICT NO. I 27740 BOUQUET CANYON ROAD The assessment roll for the annexation to the Streetlight Maintenance District is hereby incorporated and made a part of this report. The assessment rolls are on file at the City where they are available for public inspection. Reference is made to the Los Angeles County Assessment Roll for a description of the lots or parcels in each of the Assessment Districts. Annexation Assessor Maximum FY 2005/2006 Number Parcel No. Assessment Parcel Assessment 2004-L68 2849-004-010 $1,750.00 $1,750.00 dw.M68 ., , d.. 12 ENGINEER'S REPORT CITY OF SANTA CLARITA ANNEXATION NO. 2004-1,69 INTO STREETLIGHT MAINTENANCE DISTRICT NO. I APN 2829-029-062 24853 BELLA VISTA DRIVE FISCAL YEAR 2004/2005 SANTA CLARITA, CALIFORNIA ENGINEER'S REPORT CITY OF SANTA CLARITA ANNEXATION NO. 2004-1,69 STREETLIGHT MAINTENANCE DISTRICT NO. I 24853 BELLA VISTA DRIVE TABLE OF CONTENTS I. Introduction II. Plans and Specifications III. Estimated Costs of the Tmprovements IV. Fiscal Year 2005/2006 Budget Estimate V. Assessment VI. Method of Assessment VII. Certifications Appendices A Assessment Diagram B Assessment Roll Page 1 3 3 4 5 5 9 ENGINEER'S REPORT CITY OF SANTA CLARITA ANNEXATION NO. 2004-1,69 INTO STREETLIGHT MAINTENANCE DISTRICT NO. 1 24853 BELLA VISTA DRIVE 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 territory to be known as Annexation No. 2004-1,69, (24853 Bella Vista Drive), into the existing Santa Clarita Strectlight Maintenance 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 into 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 associated with 24853 Bella Vista Drive, APN 2829-029-062, as shown on Appendix "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. As written, Proposition 218 exempts assessments for street purposes. The maintenance services in Streetlight Maintenance District No. I are for streetlights. They are an integral part of the entire street, the same as curb, gutter, pavement, signage and striping. Taken as a group, they are the elements that provide a safe route for motorists. 1 Streetlights are installed to make streets safer. 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 darker areas. Streetlights are installed on and for street purposes and are maintained and serviced to allow the street to perform to the standards it was designed. Assessments for the maintenance and servicing of streets, must include streetlights, and is exempt under the provisions of Proposition 218. 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 XUI D. 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 streetlight 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 and annexation by its distinctive designation, refers to the report for the details of the district and annexation, and sets a time and place 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. RA At the public hearing, the City will count the Assessment Ballots returned and consider the public testimony in favor of 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 2005/2006 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 the County Tax Collector distributes assessment funds in December of 2005. PLANS AND SPECIFICATIONS The proposed improvements for Annexation No. 2004-1,69 into Streetlight Maintenance District No. 1, include, but are not limited to, and may be generally described as follows: Streetlight improvements are owned either by the Southern California Edison Company, the State of California Department of Transportation, or the City of Santa Clarita. Facilities constructed for or by the City of Santa Clarita. are on file in the City offices. Proposed streetlight facilities are located in the vicinity of 24853 Bella Vista Drive, in the City of Santa Clarita. Plans and Specifications for the improvements for Annexation No. 2004-L69 to the Streetlight 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. 111. 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 2005/2006, 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 Streetlight Maintenance District No. 1, including Annexation No. 2004-1,69, 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. 3 ENGINEER'S REPORT CITY OF SANTA CLARITA ANNEXATION NO. 2004-L69 INTO STREETLIGHT MAINTENANCE DISTRICT NO. I 24853 BELLA VISTA DRIVE, APN 2829-029-062 2005/2006 FISCAL YEAR BUDGET ESTIMATE ASSESSMENT LOTS OR PARCELS: I Unit TYPE OF LAND USE: I RESIDENTIAL UNIT BUDGET ITEM Total Funds Required Available Carryover Other Revenue To be Raised by Parcel Assessment Maximum Annual Per -Unit Assessment Based on $50per equivalent unit, for I unit n FUTURE ESTIMATE FY 2005/06 $50.00 $ 0.00 $ 0.00 $50.00 $50.00 IV. ASSESSMENT DIAGRAM The boundary map/diagram is included herein as "Appendix A". V. ASSESSMENT All assessed lots or parcels of real property within the annexation are listed on the assessment roll, which 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 Annexation No. 2004-1,69 for Fiscal Year 2005/2006, shows the Fiscal Year 2005/2006 maximum assessment upon each lot or parcel within the annexation and the Fiscal Year 2005/2006 actual assessment, and describes each assessable lot or parcel of land within the annexation. These lots or 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 "Appendix B." Commencing with Fiscal Year 2005/2006, the amount of the maximum assessments for Annexation No. 2004-1,69 will include a yearly increase, based upon the Consumer Price Index, All Urban Consumers, for the Los Angeles -Anaheim -Riverside Area ("CPT"), 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 CPT for March of each year and the CPT for the previous March, and shall then adjust the existing assessment by an amount not to exceed such percentage for the following fiscal year. If the assessment is not increased in some years, the amount may be increased in subsequent years by an amount corresponding to the cumulative increases in the CPT. 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 or annexation 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 or annexation. The general enhancement of property value does not constitute a special benefit. 5 SPECIAL BENEFIT The City, in determining the necessity of annexing territory into the existing street light maintenance district, took into account the cost of providing services to the residents, businesses, and properties located within the annexation. Each and every parcel within the annexation receives a particular and distinct benefit from the improvements over and above general benefits conferred by the improvements. In the existing District, the streetlight improvements were installed by the developers, subdividers of the land, and the continued maintenance was guaranteed through the establishment of a Streetlight 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. In the annexation, 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 improvements also 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 the streetlighting and appurtenant facilities specially benefit parcels within the annexation. The proper maintenance of the streetlighting, and appurtenant facilities reduces property -related crimes (especially vandalism) against properties in the annexation. The streetlighting located in Streetlight Maintenance District No. I and the proposed Annexation No. 2004-1,69 helps to visually join the various segments of the community, which enhance property. All of the above mentioned contributes to a specific enhancement of the property values of each of the parcels within the annexation. In addition, the benefit provided by streetlighting consists of safety for pedestrians with the property in the Annexation during the nighttime hours. This is a distinct and special benefit to all developed parcels in the annexation. 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 installed on and are for street purposes and are maintained and serviced to allow the street to perform to the standards it was designed. Assessments for the maintenance and servicing of streets may include strectlights. R Streetlighting 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. Streetlights are considered an integral part of the entire street, the same as curb, gutter, pavement, signage, and striping. Taken as a group, they are the elements that provide a safe route for motorists and pedestrians. Streetlights are installed to make streets safer. 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 design speed of the street and the natural ability of the motorist's eyes to adjust to light and dark areas. The system of streets adjacent to the annexation are established to provide access to each parcel in the annexation. Streetlights provide a safer street environment for owners of the parcels served. If the parcels were not subdivided to provide individual parcels to owners within the annexation, there would be no need for a system of streets with safety lighting. 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 casements, and flood channel parcels. 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 benefit to properties for streetlighting on the City's streets is a benefit to all parcels within the City. All parcels share equally the cost of the streetlights. 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 streetlight 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. 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. 7 However, since the installation of streetlights is for the express special benefit of the parcels within the annexation and since each and every parcel within the annexation receives a particular and distinct benefit from the improvements, there is considered no general benefits conferred by the improvements to the public at large. APPORTIONMENT For Fiscal Year 2005/2006, Annexation No. 2004-1,69 to the Santa Clarita Streetlight Maintenance District No. 1, will adopt the current rate schedule as used by the existing district. The Landscape 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/annexation in proportion to the estimated benefits received. The primary benefits of streetlighting 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. The proposed maximum assessment rate for Fiscal Year 2005/2006 is proposed to be $50.00 per Equivalent Unit. The following information can be used to determine the unit count per parcel. Intensity or degree of illumination provided on streets in the district varies with the type of street and the use of the property adjacent thereto. The cost of providing the highest recommended degree of illumination (used in commercial areas) is about four times the cost of providing the intensity recommended for the lowest category which included residential properties. Based on land use information provided by the County Assessor, it has been determined that in the existing district over 93 percent of the parcels are in a residential category. Approximately 83 percent are single-family homes or condominiums and the remainder 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) one has been assigned to the basic family unit, i.e. the single-family home or condominium. The existing district includes some properties that may not actually have streellights 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 value of 1/2 was given to people use while intensity and security benefit were each rated at 1/4 to form the basic unit of (1) one. Parcels in other land use categories were then rated by comparison with the basic unit. Reference is made to the annual Engineer's Report, on file with the City, for the Santa Clarita Streetlight Maintenance District No. 1, Fiscal Year 2004/2005 for details on the land use categories and benefit units assigned to them. 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. W Currently there is one parcel proposed with the number of equivalent units assigned to each lot, same as "Group A" from the existing district. The per unit rate is then applied to the number of units assigned to each parcel to come up with the assessment per parcel. GroLip A Ratina Breakdown High intensity lighting .25 Units High people use .50 Units High security benefit .25 Units Total I Unit The total number of units is multiplied by a factor that was specifically calculated for a single family home in Group A. In this particular case, a single family home has a value of one unit per parcel. Therefore, a factor of one will be used to determine the appropriate streetlight assessment for the assessment for the parcel: (I unit) x ($ 50.00/unit) = $50.00 Prot)erty Typ One residential unit. VII. CERTIFICATIONS PRELIMINARY APPROVAL Preliminary approval by the City Council of the City of Santa Clarita on the fl"4day of 1-4�1 2005. 1;�, 944-�� Sharon L. Dawson, City �Clerk City of Santa Clarita FINAL APPROVAL Final approval by the City Council of the City of Santa Clarita on the t/4 of 2005. — day Sharon L. Dawson, City Clerk City of Santa Clarita I, �S�I�OeJ OA�aD�' as City Clerk, do hereby certify that the foregoing assTsments, together with the boundary maps attached thereto, were filed in my office on the I (*� day of 2005. Y�� Sharon L. Dawson, City Clerk City of Santa Clarita UIA 1, as City Clerk, do hereby certify that the foregoing assessments, together with the boundary maps attached thereto, were approved and confirmed by the City Council of the City of Santa Clarita on the 10�4 day of � �, 2005. 944--� z 4, Sharon L. Dawson, City Clerk City of Santa Clarita City Engineer of the City of Santa Clarita, do hereby certify that the foregoing assessments, together with the boundary maps attached thereto, were recorded in my office on the I day of 2005. ��Suc I�Cmightmg &tnCV"9 � Tt &C Kobert Newman, Director of Building and Engineering Services City of Santa Clarita, State of California 10 "APPENDIX A" eav si s"rw e&wa STREETLIGHT MAINTENANCE DISTRICT ANNEXATION 2004-1.69 PF m pop armA 11 A N Meh mw maws"19 Streatlight Annexation, Boundary 24853 Belle Vista Drive Parcels Buildings 11 A N Meh mw maws"19 Streatlight Annexation, Boundary 24853 Belle Vista Drive Parcels Buildings "APPENDIX B" ASSESSMENT ROLL ANNEXATION NO. 2004-1,69 INTO STREETLIGHT MAINTENANCE DISTRICT NO. I 24853 BELLA VISTA DRIVE The assessment roll for the annexation to the Streetlight Maintenance District is hereby incorporated and made a part of this report. The assessment rolls are on file at the City where they are available for public inspection. Reference is made to the Los Angeles County Assessment Roll for a description of the lots or parcels in each of the Assessment Districts. Annexation Assessor Maximum FY 2005/2006 Number Parcel No. Assessment Parcel Assessmen 2004-L69 2829-029-062 $50.00 $50.00 V�sue J�cWlighling "�c�9 mg M &c 12