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HomeMy WebLinkAbout2007-06-26 - AGENDA REPORTS - ANNUAL ASMT LEVY SPECIAL DIST (2)PUBLIC HEARING DATE: SUBJECT: DEPARTMENT: Agenda Item: 091pC_,,. CITY OF SANTA CLARITA AGENDA REPORT City Manager Approval: Item to be presented by: June 26, 2007 Dennis Luppens ANNUAL LEVY OF ASSESSMENTS FOR SPECIAL DISTRICTS Administrative Services RECOMMENDED ACTION City Council conduct a public hearing, adopt the resolutions, and approve the Engineers' Reports for the FY 2007-2008 annual levy of assessments and continued maintenance for the following special districts: Landscape Maintenance District Nos. 1, Tl, T1A and A2; Drainage Benefit Assessment Area Nos. 3, 6, 18, 19, 20, and 22; Streetlight Maintenance District No. 1; and Golden Valley Ranch Open Space Maintenance District. BACKGROUND At their June 12, 2007 regular meeting, the City Council approved four (4) resolutions of intent to establish the FY 2007-08 Special District assessment rates and set a public hearing on June 26, 2007. State law requires this procedure and also requires the City Council to annually approve the assessments for each special district formed under the Landscape and Lighting Act of 1972 and the Benefit Assessment Act of 1982. Attached are four (4) resolutions ordering the levy and collection of assessments for continued maintenance for the special districts described below. Drainage Benefit Assessment Area (DBAA) Nos. 3.6 18 19 20 and 22 These areas are located throughout the City and were established to fund the maintenance of various improvements in these areas. Currently, the District is comprised of six (6) areas of benefit. Each area is created within the District in order to apportion the annual costs of authorized maintenance improvements and the administration of the District to each property according to special benefit to be conferred on each such property by such improvements. 1�c ,0. Q7—` g *50. or) -91 Qom,. 0-7- Adopted: o�-�- Landscape Maintenance Assessment District (LMD) Nos. 1. Tl TlA and A-2 Currently, the Santa Clarita Landscape Maintenance Districts consist of four districts and 37 individual zones, including numerous annexations. These areas are located throughout the City but are concentrated in the Valencia area and established to fund the maintenance of various landscaped facilities. Streetlight Maintenance District (SMD) No. 1 The City of Santa Clarita Streetlight Maintenance District No. 1 was established to collect funds to cover the expenses for energy and maintenance of a majority of streetlights and traffic signals in the City. Golden Valley Ranch Open Space Maintenance District (GVROSMD) As a condition of the approval of the Golden Valley Ranch Development, the formation of an open space maintenance district was required. In November 2003, Council approved the formation of an open space maintenance district. The open space area consists of approximately 920 acres of natural, undeveloped open space within the Golden Valley Ranch Development. This required public hearing and submission of the Assessment Engineer's Reports and attached resolutions are in accordance with the Landscaping and Lighting Act of 1972, the Benefit Assessment Act of 1982, and the Right to Vote on Taxes Act (Proposition 218), which was approved by the California electorate on November 5, 1996. Council's approval of the Reports and adoption of the Resolutions orders the FY 2007-2008 levy and collection of assessments for the continued maintenance of the special districts described above. With the exception of DBAA No. 19, the annual levy of assessments currently covers the expected expenses for all current districts/annexations. All proposed assessments, where allowable, will be increased by 3.5% for the Consumer Price Index (CPI) adjustment for the cost of living, based on the percentage rate from the Bureau of Labor and Statistics. DBAA's No. 3, 6, 18, and 19 were formed without including a CPI adjustment language included in the formation documents. To include CPI, a Propostion 218 ballot process would need to take place. ALTERNATIVE ACTION 1) Do not approve the resolutions. 2) Other direction as determined by City Council. FISCAL IMPACT Adoption of staffs recommended action has no additional impact to the General Fund. If approved as recommended, total revenue for the City's 1972 and 1982 Act special districts is projected to be $10,286,730. ATTACHMENTS Drainage Benefit Assessment Areas Resolution Streetlight Maintenance District No. 1 Resolution Landscape Maintenance District Nos. 1, Tl, T1A and A2 Resolution Golden Valley Ranch Open Space Maintenance District Resolution DBAA Engineer's Report available in the City Clerk's Reading File SMD Engineer's Report available in the City Clerk's Reading File LMD Engineer's Report available in the City Clerk's Reading File GVROS Engineer's Report available in the City Clerk's Reading File CITY OF SANTA CLARITA NOTICE OF PUBLIC HEARING NOTICE IS HEREBY GIVEN: A Public Hearing will be held before the City Council of the City of Santa Clarita in the City Hall Council Chambers, 23920 Valencia Boulevard, lst floor, Santa Clarita, California, on the 26th day of June 2007, at or after 6:00 p.m., to consider the annual levy of assessments for the City's special districts. These districts include: landscape, streetlight, and open space maintenance and drainage benefit assessment areas. The City Council, pursuant to the Landscaping and Lighting Act of 1972, being a division of the Streets and Highways Code of the State of California and the Benefit Assessment Act of 1982, being a division of the Government Code, desires to levy annual assessments for the districts pursuant to Article XIII D of the California Constitution. Proponents, opponents, and any interested persons may appear and be heard on this matter at that time. Further information may be obtained by contacting the Administrative Services Department, 23920 Valencia Boulevard, Suite 260, Santa Clarita, CA 91355; (661) 286-4005, Dennis Luppens, Special Districts Administrator. If you wish to challenge this action in court, you may be limited to raising only those issues you or someone else raised at the public hearing described in this notice, or in written correspondence delivered to the City Council, at, or prior to, the public hearing. Dated: June 13, 2007 Sharon L. Dawson, CMC City Clerk Publish Date: June 15, 2007 SVINENIMComcd LbmUrm Levy 2007-08\Public Heeling Notice Mn1 Levy.doc A %'- v City of Santa Clarita June 20, 2007 DBAA Nos. 3, 6,18,19, 20 and 22 ENGINEER'S REPORT Table of Contents Certifications............................................................................... l Introduction................................................................................. 2 Report.......................................................................................... 3 Part A — Plans and Specifications ........ Part B — Estimate of Cost ................... Part C — Assessment Diagram ........... Part D — Assessment Roll ................. .......................... 5 ............................ 7 ..........................13 ... ....................13 Part E — Method of Apportionment of Assessment .............14 Appendices A Assessment Boundary Diagrams Exhibit A — DBAA #3 Exhibit B — DBAA #6 Exhibit C —DBAA #18 Exhibit D — DBAA # 19 Exhibit E — DBAA #20 Exhibit F — DBAA #22 B Assessment Roll RAsanta clarita\Admin 07-WreportAfmal dbaa 07-08 20jun07.doc I Harris & Associates i City of Santa Clarita DBAA Nos. 3, 6, 18,19, 20 and 22 ENGINEER'S REPORT CITY OF SANTA CLARITA DRAINAGE BENEFIT ASSESSMENT AREA (DBAA) NOS. 31 61 181 19, 20 AND 22 June 20, 2007 Page 1 The undersigned respectfully submits the enclosed report as directed by the City Council. DATED: June 20, 2007 N 0 10MMiM 4010: Jo 41965 I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and Assessment Diagram thereto a`ttajAgA,,W4,s%filed with me on the -Alday of 2007. co ``�`��Q\_npPOf;� Sharon L. Dawson, City Clerk, ali r City of Santa Clarita m ►- DEC. 15, Los Angeles County, California 1987 caa zBy y0 c�C/f01iN`P moo' A i I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and Assessment Diagram thereto attached was approv d and confirmed by the City Council of the City of Santa Clarita, California, on the V74714 day of 2007. 0 COU Q z DEC. 16, ro aJ, 1987 ti a'YO �Clfo � s Sharon L. Dawson, City Clerk, City of Santa Clarita Los Angeles County, California By ri R.\santa clarita\Admin 07-08VeportAfinal dbaa 07-08 20jun07.doc I Harris & Associates City of Santa Clarita June 20, 2007 DBAA Nos. 3, 6,18,19, 20 and 22 Page 2 Introduction This report is prepared in compliance with the requirements of Article 4, Chapter 6.4, of the Benefit Assessment Act of 1982, (hereinafter referred to as the "Act") of the California Government Code. Pursuant to the Act, the City Council is the legislative body for the District and may levy annual assessments and act as the governing body for the operations and administration of the District. The 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 are benefited by the installation, maintenance, and service. 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 XIIID to the California Constitution. The Proposition affects all assessments upon real property for a special benefit conferred on the property. Assessments imposed under the Benefit Assessment Act of 1982 are these types of assessments. However, the Proposition also exempts any assessments imposed to finance costs associated with drainage systems. Each and every parcel included in these Districts was originally part of a development that was conditioned to install drainage improvements before the development could proceed. In order to preserve the investment in the drainage improvements and satisfy the required condition, Drainage Benefit Assessment Area (DBAA) Nos. 3, 6, 18, 19, 20 and 22 were formed. Thereafter, each developer who was conditioned to enter into the District agreed to the inclusion of their property in the District along with the assessments being imposed on their property. Once the development was sold, all subsequent owners of parcels were also made aware through title reports and Department of Real Estate "White Paper" Reports that the parcels were in the District and subject to the assessments. Purchase of the parcel(s) was also an agreement by the new owners to be subject to the assessments. Therefore, the assessments for these DBAA's are exempt from the provisions of Proposition 218. However, subsequent increases, if any, will be subject to the procedures and approval process of Section 4 of Article XIIID. In the case of DBAA No. 19, the formation was initiated by a group of existing homeowners in response to rising ground water in their immediate neighborhood. The City may approve and impose assessments for the continued maintenance and servicing of the improvements by passing a resolution, which generally describes any proposed new improvements or any substantial changes in existing improvements. Assessments, if authorized, would be placed on the 2007-08 County Tax Roll and would be collected with the regular County property taxes. Reserve funds would be used to fund the maintenance and service until assessment funds are distributed by the County Tax Collector in December of 2007. �S RAsanta daritMdmin 07-08WportA final dbaa 07-08 20jun07.doc 60 I Harris & Associates I" City of Santa Clarita June 20, 2007 DSAA Nos. 3, 6,18,19, 20 and 22 Page 3 CITY OF SANTA CLARITA FISCAL YEAR 2007-08 ENGINEER'S REPORT PREPARED PURSUANT TO THE PROVISIONS OF THE BENEFIT ASSESSMENT ACT OF 1982 ARTICLE 49 CHAPTER 6.4 OF THE CALIFORNIA GOVERNMENT CODE Pursuant to Part 1, Division 2 of Title 5 of the Government of the State of California, and in accordance with the Resolution of Initiation adopted by the City Council of the City of Santa Clarita State of California, in connection with the proceedings for: CITY OF SANTA CLARITA DRAINAGE BENEFIT ASSESSMENT AREA (DBAA) NOS. 316,189 199 20 AND 22 Hereinafter referred to as the "Assessment District" or "District", I, Joan E. Cox, P.E., the authorized representative of Harris & Associates, the duly appointed ENGINEER OF WORK, submit herewith the "Report" consisting of six (6) parts as follows: PART A PLANS AND SPECIFICATIONS Plans and specifications for the improvements are as set forth on the lists thereof, attached hereto, and are on file in the Office of the City Engineer and are incorporated herein by reference. PART B ESTIMATE OF COST An estimate of the costs of the proposed improvements, including incidental costs and expenses in connection therewith, is as set forth on the lists thereof, attached hereto, and are on file in the Office of the City Clerk and incorporated herein by reference. PART C ASSESSMENT DIAGRAM The Diagram of the Assessment District Boundaries showing the exterior boundaries of the Assessment District and the lines and dimensions of each lot or parcel of land within the Assessment District. R:Asanta clarita\Admin 07-Wreporls\tinal dbaa 07-08 20jun07.doc I Hams & Assodates I I City of Santa Clarita June 20, 2007 r DBAA Nos. 3, 6,18,19, 20 and 22 Page 4 f The lines and dimensions of each lot or parcel within the Assessment District are those lines and dimensions shown on the maps of the Assessor of the County of Los Angeles 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. PART D ASSESSMENT ROLL An assessment of the estimated cost of the improvements on each benefited lot or parcel of land within the Assessment District. PART E METHOD OF ASSESSMENT The method of apportionment of assessments, indicating the proposed assessment of the net amount of the costs and expenses of the improvements to be assessed upon the several lots and parcels of land within the Assessment District, in proportion to the estimated benefits to be received by such lots and parcels. `�" RAsanta clarita\Admin 07-OfteportsViinal dbaa 07-08 20jun07.doc I Harris & Associates City of Santa Clarita June 20, 2007 DBAA Nos. 3, 6,18,19, 20 and 22 Page 5 PART A f Plans and Specifications a The proposed services involve the maintenance and operation of the 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); and Tract Nos. 51857 and 52372 (DBAA No. 22), as shown on Appendix A. The services necessary for the Districts include, but are not limited to, and may be generally described as: • DBAA No. 3: Whites Canyon Road and Nadal Street The subsurface 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 subsurface drainage facilities involve: 1) periodic inspection, monitoring, and evaluations; 2) well unclogging and clean-out where necessary; 3) annual geologist review with a report and recommendations; 4) installation of dewatering devices and other mitigation measures; and 5) periodic repairs, when necessary. • DBAA No. 6: Shangri-La Drive and Nathan Hill Road The subsurface 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 subsurface drainage facilities involve: 1) periodic inspection, monitoring, and evaluations; 2) well unclogging and clean-out where necessary; 3) annual geologist review with a report and recommendations; 4) installation of dewatering devices and other mitigation measures; 5) pump station check, and 6) periodic repairs, when necessary. • DBAA No. 18: Shangri-La Drive, Tract 44965 The subsurface 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 subsurface drainage facilities involve: 1) periodic inspection, monitoring, and evaluations; 2) well and access shaft unclogging and clean-out where necessary; 3) annual geologist review with a report and recommendations; 4) installation of dewatering devices and other mitigation measures; 5) pump station check, and 6) periodic repairs, when necessary. Usanta cMta\Admin 07-OftepottAfinal dbaa 07-08 20jun07.doc I Harris & Associates r City of Santa Ciarita June 20, 2007 DBAA Nos. 3, 6, 18,19, 20 and 22 Page 6 • DBAA No. 19: Four Oaks east of Camp Plenty Road The subsurface 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 subsurface drainage facilities involve: 1) periodic inspection, monitoring, and evaluations; 2) well unclogging and clean-out where necessary; 3) installation of dewatering devices and other mitigation measures; 4) pump station check, and 5) periodic repairs, when necessary. • DBAA No. 20: Whites Canyon Road and Canyon Crest Drive The subsurface drainage facilities consist of terrace drains, swale drains, a 30 -inch storm drain and two flumes, and related structures and appurtenant facilities. The boundaries of DBAA No. 20 are shown on Exhibit E. Maintenance and operation of the subsurface drainage facilities involve: 1) periodic inspection, monitoring, and evaluations; 2) unclogging and clean-out where necessary; 3) annual geologist review with a report and recommendations; 4) installation of dewatering devices and other mitigation measures; and 5) periodic repairs, when necessary. • DBAA No. 22: Shadow Pines Boulevard and Narcissus Crest Avenue The subsurface 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 subsurface drainage facilities involve: 1) periodic inspection, monitoring, and evaluations; 2) unclogging and clean-out where necessary; 3) annual geologist review with a report and recommendations; 4) installation of dewatering devices and other mitigation measures; and 5) periodic repairs, when necessary. Plans and Specifications for the improvements for the Districts 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 specification are on file at the City where they are available for public inspection. MM # " RAsanta darita\Admin 07-08WportsTiinal dbaa 07-08 20jun07.doc mm I Harris & Associates i City of Santa Clarita June 20, 2007 DBAA Nos. 3, 6,18,19, 20 and 22 Page 7 PART B Estimate of Cost The Act provides that the estimated costs of the improvements shall include the total cost of the 4 improvements for Fiscal Year 2007-08, 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 maintenance and servicing with adjustments either positive or negative for reserves, surpluses, deficits, and/or contributions. Estimated costs of improvements for the Districts 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. Drainage Area Assessment District (DBAA) No. 3 Description 2007108 Cost Estimate Maintenance Costs: $335,656.61 Water Level Monitoring $1,200.00 Weed Abatement $2,500.00 H drau ers $6,300.00 Reporting/Consulting: Geology Report $2,180.00 Engineers Report/Annual Assessment Calc $1,280.00 Monitoring Salary $3,709.00 Personnel Costs $1,720.00 Supplies/TrainingSupplies/Training $100.00 Administration $5,450.00 Total Operation and Maintenance Cost $24,439.00 Fund Analysis Estimated Fund Balance 7/01/07 $335,656.61 Estimated Revenues FY 07-08 Assessments / Interest $43,015.50 Estimated Expenditures FY 07-08 $24,439.00 Estimated Fund Balance (6/30/08) $354,233.11 A Future/Reserve fund has been established for DBAA No. 3 to cover the first six months of i" 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 when there is a great amount of rainfall during the year. i; MM R:tsanta clarita\Admin 07-08VWrts\final dbaa 07-08 20jun07.doc 1 Harris & Associates i City of Santa Clarita June 20, 2007 DBAA Nos. 3, 6,18,19, 20 and 22 Page 8 Drainage Area Assessment District (DBAA) No. 6 Description 2007108 Cost Estimate Maintenance Costs: $0.00 Pumps $12,539.00 Utilities $4,000.00 Water Level Monitoring $1,300.00 Weed Abatement $520.00 Repo In/Consultin : Geology Report $3,915.00 Engineers Report/Annual Assessment Calc $1,404.00 Consulting $6,959.00 Water Quality Testing $6,020.00 NPDES Permit Fee $508.00 SEP $15,540.00 Monitoring Salary $3,709.00 Personnel Costs $1,720.00 SuFplies/Tr,aining $100.00 Administration $4,970.00 Total Operation and Maintenance Cost $63,204.00 Fund Analysis Estimated Fund Balance 7/01/07 $0.00 Estimated Revenues FY 07-08 Assessments / Interest $26,553.00 Estimated Expenditures FY 07-08 $63,204.00 City Contribution $36,651.00 Estimated Fund Balance (6/30/08) $0.00 A Future/Reserve fund was been established for DBAA No. 6; however, those funds have now been depleted and the fund is operating in a deficit, requiring a City Contribution to maintain the required levels of on-going maintenance. RAsanta clarita\Admin 07-0fteports\final dbaa 07-08 20jun07.doc 0 I Harris & Associates 7 City of Santa Clarita June 20, 2007 DBAA Nos. 3, 6,18,19, 20 and 22 Page 9 Drainage Area Assessment District IDBAA) No. 18 Description 2007/08 Cost Estimate Maintenance Costs: $515.97 Pumps $14,184.00 Utilities $6,500.00 Water Level Monitoring $2,145.00 Weed Abatement $521.00 Reporting/Consulting: Geology Report $4,210.00 Engineers Report/Annual Assessment Calc $2,247.00 Consulting $21,384.00 Water Quality Testing $10,250.00 NPDES Permit Fee $864.00 SEP $26,460.00 Monitoring Salary $3,709.00 Personnel Costs $1,720.00 SuepliesfTraining $100.00 minis ra ion $8,620.00 Total Operation and Maintenance Cost $102,914.00 Fund Analysis Estimated Fund Balance 7101/07 $515.97 Estimated Revenues FY 07-08 Assessments / Interest $44,361.00 Estimated Expenditures FY 07-08 $102,914.00 City Contribution $58,037.03 Estimated Fund Balance (6/30/08) $0.00 A Future/Reserve fund was been established for DBAA No. 18; however, those funds have now been depleted and the fund is operating in a deficit, requiring a City Contribution to maintain the required levels of on-going maintenance. RAsanta claritaWdmin 07-08\reports\final On 07-08 20jun07.doc I Harris & Associates 7 r; i, City of Santa Clarita June 20, 2007 DBAA Nos. 3, 6,18, 19, 20 and 22 Page 10 Drainage Area Assessment District (DBAA) No. 19 Description 2007108 Cost Estimate Maintenance Costs: $0.00 Pumps $1,990.00 Utilities $13,500.00 Water Level Monitoring $1,300.00 Weed Abatement $200.00 Reporting/Consulting: Geology Report $1,700.00 Engineers Report/Annual Assessment Calc $1,350.00 Consulting $3,155.00 Water Quality Testing $1,700.00 NPDES Permit Fee $3,400.00 Design/Specifications $0.00 Monitoring Salary $3,709.00 Personnel Costs $1,720.00 Supplies/TrainingSupplies/Training $100.00 Administration $640.00 Total Operation and Maintenance Cost $34,464.00 Fund Analysis Estimated Fund Balance 7/01/07 $0.00 Estimated Revenues FY 07-08 Assessments / Interest $3,306.00 Estimated Transfer in from other funds $3,420.00 Estimated Expenditures FY 07-08 $34,464.00 ,City Contribution $27,738.00 Estimated Fund Balance (6/30/08) A Future/Reserve fund was been established for DBAA No. 19; however, those funds have now been depleted and the fund is operating in a deficit, requiring a City Contribution to maintain the required levels of on-going maintenance. `" R:lsanta claritaWdmin 07-08keportA mal dbaa 07-08 20jun07.doc Harris & Associates City of Santa Clarita June 20, 2007 DBAA Nos. 3, 6, 18,19, 20 and 22 Page 11 Drainage Area Assessment District (DBAA) No. 20 Description 2007/08 Cost Estimate Maintenance Costs: $165,026.85 Water Level Monitoring $11,500.00 Weed Abatement $3,000.00 Reporting/Consulting: $154,769.35 Geology Report $3,263.00 Engineers Report/Annual Assessment Calc $2,247.00 Monitoring Salary $3,709.00 Personnel Costs $1,720.00 Vis/Trainin I $100.00 -nes ra ion $4,900.00 Total Operation and Maintenance Cost $30,439.00 Fund Analysis Estimated Fund Balance 7/01/07 $165,026.85 Estimated Revenues FY 07-08 Assessments / Interest $20,181.50 Estimated Expenditures FY 07-08 $30,439.00 Estimated Fund Balance (6/30/08) $154,769.35 A Future/Reserve fund has been established for DBAA No. 20 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 when there is a great amount of rainfall during the year. " R-Asanta clarita4ldmin 07 08Veports\fmal dbaa 07-08 20jun07.doc I Harris & Associates City of Santa Clarita June 20, 2007 DBAA Nos. 3, 6, 18,19, 20 and 22 Page 12 Drainage Area Assessment District (DBAA) No. 22 Description 2007108 Cost Estimate Maintenance Costs: Estimated Fund Balance 7/01/07 $5,719.10 Weed Abatement $2,880.00 Re ortin /Consultin : Engineers ReportlAnnual Assessment Calc $2,695.00 Monitoring Salary $2,831.00 Personnel Costs $1,362.00 Supplies/Trainin $100.00 Administration $1,700.00 Total Operation and Maintenance Cost $11,568.00 i� j A Future/Reserve fund has been established for DBAA No. 22 to cover the first six months of expenses annually before collection from the County has been received, as well as unexpected 1" expenses. The funds have been allowed to build up gradually in anticipation of any maintenance costs that can and do occur when there is a great amount of rainfall during the year. / !" RAsanta claritaWmin 07-08treports\fmal dbaa 07-08 20jun07.doc ( Harris & Associates Fund Analysis Estimated Fund Balance 7/01/07 $5,719.10 Estimated Revenues FY 07-08 Assessments / Interest $10,362.00 Estimated Expenditures FY 07-08 $11,568.00 Estimated Fund Balance (6/30/08) $4,513.10 i� j A Future/Reserve fund has been established for DBAA No. 22 to cover the first six months of expenses annually before collection from the County has been received, as well as unexpected 1" expenses. The funds have been allowed to build up gradually in anticipation of any maintenance costs that can and do occur when there is a great amount of rainfall during the year. / !" RAsanta claritaWmin 07-08treports\fmal dbaa 07-08 20jun07.doc ( Harris & Associates City of Santa Clarita June 20, 2007 DBAA Nos. 3, 6,18,19, 20 and 22 Page 13 PART C Assessment Diagram ` The boundary diagram for each Drainage Benefit Assessment Area is included herein as Appendix A, 4 i and is part of this report. The lines and dimensions of each lot or parcel within the Districts are those lines and dimensions shown on the maps of the Assessor of the County of Los Angeles 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. 1 - I PART D Assessment Roll All assessed lots or parcels of real property within the Districts are listed on the Assessment Roll. The Assessment Roll states the net amount to be assessed upon assessable lands within the Districts for Fiscal Year 2007-08, shows the Fiscal Year 2007-08 assessment upon each lot and parcel within the Districts, and describes each assessable lot or parcel of land within the Districts. These lots are more particularly described in the Assessment Roll, which is included in this Report as Appendix B. The list is keyed to the records of the Assessor of the County of Los Angeles which are incorporated herein by reference. RAsanta clwita\Admin 07.08Vq*rtsltinal dbaa 07-08 20jun07.doc I Harris & Associates I" City of Santa Ciarita June 20, 2007 DBAA Nos. 3, 6,18,19, 20 and 22 Page 14 1 t PART E Method of Assessment The following is the approved assessment methodologies for the Drainage Benefit Assessment Area Nos. 3, 6, 18, 19, 20 and 22: Background The Benefit Assessment Act of 1982 (the Act) 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 Districts. The general enhancement of property value does not constitute a special benefit. Special Benefit In the existing district 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 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. All the lots are established at the same time once the conditions regarding the improvements and the r continued maintenance are guaranteed. As a result, each lot within the District receives a special and i distinct 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 and 22 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. General Benefit In addition to the special benefits received by the parcels within the Districts, there are incidental general benefits conferred by the proposed improvements. The total benefits are thus a combination of the special benefits to the parcels within the Districts and the general benefits to the public at large and to adjacent property owners. The portion of the total drainage maintenance costs which are associated with general benefits will not be assessed to the parcels in the Districts, but will be paid from other City funds. Because the drainage facilities are located immediately adjacent to properties within the Districts, and is maintained solely for the benefit of the properties within the Districts, any benefit received by R:Asanta clarita\Admin 07-08keportAfmal Am 07-08 20jun07.doc I Harris & Associates City of Santa Clarita June 20, 2007 DBAA Nos. 3, 6,18, 19, 20 and 22 Page 15 I: properties outside of the Districts is merely incidental. It is estimated that the general benefit portion of the benefit received from the improvements for the Districts 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 each District, all the parcels in the District 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. Or in the case of undeveloped parcels, these parcels are assessed for their proportionate share based on the number of proposed units to be built on that parcel. Annual Escalators DBAA Nos. 20 and 22 were established with an annual assessment escalation clause, should the city choose to use it, The maximum assessment rate may increase based on the annual change in the Consumer Price Index, All Urban Consumers, for the Los Angeles -Riverside -Orange County Area ("CPI"). This year, the city is proposing to use the annual escalation and increase the annual assessment accordingly. DBAA Nos. 3, 6, 18, and 19 were established with out escalators. Assessment Rates Feb'06 to Feb'07 CPI: 3.50% F+ MM RAsanta claritMAdmin 07-0fteportsVimal dbaa 07-08 20jun07.doc I Harris & Associates 4,' FY 2006-07 Max. Asmt Rate CPI Increase FY 2007-08 Max Asmt No. of Units FY 2007-08 Actual Asmt FY 2007-08 Asmt Revenues DBAA #3 $122.47 / Unit - $122.47 / Unit 232 $122.47 / Unit $28,413.04 DBAA #6 $159.00 / Unit - $159.00 / Unit 167 $159.00 / Unit $26,553.00 DBAA #18 $159.00 / Unit - $159.00 / Unit 279 $159.00 / Unit $44,361.00 DBAA #19 $19.00 / Unit - $19.00 / Unit 1 174 1 $19.001 Unit 1 $3,306.00 DBAA #20 $103.06 / Unit $3.61 1 Unit $106.67 / Unit 281 $53.34 I Unit $14,988.54 DBAA #22 $252.32 / Unit $8.831 Unit $261.15 / Unit 40 $261.15 / Unit $10,446.00 Feb'06 to Feb'07 CPI: 3.50% F+ MM RAsanta claritMAdmin 07-0fteportsVimal dbaa 07-08 20jun07.doc I Harris & Associates 4,' City of Santa Clarita June 20, 2007 DBAA Nos. 3, 6,18,18, 20 and 22 Appendix A-1 APPENDIX A District Boundary Diagrams Exhibit A — DBAA #3 Exhibit B — DBAA #6 Exhibit C — DBAA # 18 Exhibit D — DBAA # 19 Exhibit E — DBAA #20 Exhibit F — DBAA #22 R:\santa claritaWdmin 07.OSkeportA£mal dbaa 07.08 20jun07.doc Harris & Associates City of Santa Clarita June 20, 2007 DBAA Nos. 3, 6,18,19, 20 and 22 Appendix A-2 Exhibit A — DBAA No. 3 r ��s x�--�k ♦ Ir w' g ^'•Y�Y�^'T'/ 4:Y y (� i 4 hf f 4 ql g az R k as WNWOZI 3 k � r 1 N kA kA �'VI �rx�, ^r ,((/ "b in X' M h �1" x _ ��,` }.✓y ,per,_ � �"All 7r �4 = i.' {4x r ... W v ' 16 a e ' ai r f � � rl.r Ul s fn W .. m r W 4 rI IE �a d MZ 4 tl3 3� RAsanta cluita\Admin 07-08VeportsUiinal dbaa 07-08 20jun07.40cI Harris & Associates i. i ,r", City of Santa Clarita June 20, 2007 DBAA Nos. 3, 6,18, 19, 20 and 22 Appendix A-3 Exhibit B — DBAA No. 6 RAsanta claritaWdmin 07-WreportMinal dbaa 07-08 20jun07.doc Harris & Associates City of Santa Clarita Jane 20, 2007 DBAA Nos. 3, 6,18,19, 20 and 22 Appendix A-4 Exhibit C — DBAA No. 18 F V ; f d , M"' RAsanta clarita\Admin 07-08VeportAfnal dbaa 07-08 20jun07.doc I Harris & Associates City of Santa Clarita June 20, 2007 DBAA Nos. 3, 6,18, 19, 20 and 22 Appendix A-6 Exhibit D — DBAA No. 19 RAsanta clarita\Admin 07-08\reports\ incl dbaa 07-08 20jun07doc Harris & Associates C 0 City of Santa Clarita June 20, 2007 DBAA Nos. 3,6,18,19, 20 and 22 Appendix A-7 Exhibit F — DBAA No. 22 RAsanta clarita\Admin 07-08VeportsVinal dbaa 07-08 20jun07.doc I Harris & Associates i, City of Santa Clarita June 20, 2007 DBAA Nos. 3, 6,18,19, 20 and 22 Appendix B-1 APPENDIX B Assessment Roll Drainage Benefit Assessment Area (DBAA) Nos. 3, 6118p 19, 20 and 22 The Assessment Roll for the Drainage Benefit Assessment Areas 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. RAsanta claritaWmin 07-08UeportMiinal dbaa 07-08 20jun07.doc I Harris & Assodates lb C" ri City of Santa Ciarita June 20, 2007 Streetlight Maintenance District No.1 l: ENGINEER'S REPORT Table of Contents Certifications...............................................................................1 Introduction................................................................................. 2 Report.......................................................................................... 5 Part A - Plans and Specifications ........................................... 7 Part B - Estimate of Cost ....................................................... 8 Part C - Assessment Diagram ................................................ 9 Part D — Assessment Roll ...................................................... 9 Part E - Method of Apportionment of Assessment..............10 RAsanta clarita\Admin 07-WreportAsmd 07-08 20jun07.doc I Harris & Associates City of Santa Clarita June 20, 2007 Streetlight Maintenance District No. I Page 1 ENGINEER'S REPORT CITY OF SANTA CLARITA STREETLIGHT MAINTENANCE DISTRICT NO. 1 The undersigned respectfully submits the enclosed report as directed by the City Council. DATED: June 20, 2007 44: Joan E. Cox R.C.E. No. 41965 I HEREBY CERTIFY that the enclosed Engineer's Report, togeer with A sessment Roll and Assessment Diagram thereto attached, was filed with me on the A I day of 2007. �. N coati ,,���M' Sharon L. Dawson, City Clerk, City of Santa Clarita Los Angeles County, California ►- DEC. 15, p zdN 1987 ` By 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 R4'day of 2007. .`Q��� • CSG A` 9Rv0rtv�'y�, 0 0 z DEC. 15, a 1987 y d cq(/FORN�Pyij��0 Sharon L. Dawson, City Clerk, City of Santa Clarita Los Angeles County, California By ,V a -` RAsanta d uita\Admin 07-08\reports\smd 07-08 20jun07.doc I Harris & Associates i i City of Santa Clarita June 20, 2007 Streetlight Maintenance District No.1 Page 2 a 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. Prior to Fiscal Year 1998/99, streetlighting services in the City were provided by a special benefit district administered by the County of Los Angeles. The Santa Clarita area was included in two separate districts under the County's jurisdiction. County Lighting District LLA -1 was formed on July 24, 1979 and was supplemented by the existing County Lighting Maintenance District (CLMD) 1867. Upon incorporation of the City of Santa Clarita in 1987, a Santa Clarita Zone was formed specifically for the area within the City's boundaries. CLMD 1867 and County Lighting District LLA -1 are contiguous with each other and are wholly within the City's boundaries. However, County Lighting District LLA -1 covers a greater portion of the City. The District referred to as CLMD 1867 is funded from ad valorem property tax revenue pursuant to the Improvement Act of 1911, with the rate set by Proposition 13. County Lighting District LLA -1 was established and is funded by assessments levied beginning in 1979 pursuant to the Landscape and Lighting Act of 1972 when new annexations to the County Lighting District could no longer collect ad valorem revenue. LLA -1 was established to cover the lights in the new annexation areas and to L supplement the current ad valorem revenue. As of July 1, 1998, all streetlight districts are under the jurisdiction of the City as Streetlight Maintenance District No. 1 (previously LLA -1) and No. 2 (previously CLMD 1867) respectively. It is now the City's responsibility to prepare and levy the annual assessments necessary to maintain the streetlights within the District. Upon the effective date of the transfer, the City assumed total responsibility for the District's maintenance contract under which Southern California Edison is providing the required services. C Pursuant to the Act, the City Council is now the legislative body for the District and may levy annual assessments and act as the governing body for the operation and administration of the District. In future years, as territory is annexed into the City, annexation to the District will be a condition of annexation to the City. In addition, any new development will also be required to annex into the existing District. All new annexations will be annexed into Streetlight Maintenance District No. 1, under the 1972 Act. It is not clear at this time whether the City can collect ad valorem on any new annexations. This report includes all annexations that have been approved by the Council prior to April 30, 2007. The 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 are benefited by the installation, maintenance, and service. W, This report addresses only Streetlight Maintenance District No. 1. District No. 2, the ad valorem portion, is handled through the County Auditor and the State Board of Equalization and is not acted upon by the City Council. I" RAsanta daritaWdmin 07-08\reports\smd 07-08 20j=07.doc U I Harris & Associates r ' City of Santa Clarita June 20, 2007 Streetlight Maintenance District No.1 Page 3 s, 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 XIIID 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 gutters, 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 speed of the vehicles and the natural ability of the motorists' eyes to adjust to light and dark areas. Each and every parcel included in the District was originally part of a development that was conditioned to install streetlight improvements before the development could proceed. Thereafter, each developer who was conditioned to enter into the District agreed to the inclusion of their property in the District along with the assessments being imposed on their property. Once the development was sold, all subsequent owners of parcels were also made aware through title reports and Department of Real Estate "White Paper" Reports that the parcels were in the District and subject to the assessments. Purchase of the parcel(s) was also an agreement by the new owners to be subject to the assessments. Article XIIID, Section 5(a) of the State Constitution, provides that any assessment imposed exclusively to finance the capital costs or maintenance and operation expenses for sidewalks, streets, sewers, water, flood control, drainage systems or vector control, shall be considered exempt from the procedures and approval process set forth in Section 4 of Article XIIID. Streetlights are installed on and are for street purposes. They are maintained and serviced to allow the street to perform to the standards it was designed. Assessments for the maintenance and servicing of the streets must include streetlights and therefore, the assessments for Streetlight Maintenance District No. 1 are exempt under the provisions of Proposition 218. This exemption applies only to assessments existing on the effective date of Proposition 218, November 6, 1996, and the exemption is only from the procedures and approval process set forth in Article XIIID, Section 4. Subsequent increases, if any, will be subject to the procedures and approval process of Section 4 of Article XIIID. All parcel included in the Streetlight Maintenance District No. 1 prior to 1998 are covered by this exemption and the maximum assessment rate for those parcels is $12.38 per Equivalent Dwelling Unit (EDU) Most parcels annexed into the District after 1998 were annexed at the rate of $50.00 per EDU and with that rate subject to cost of living escalation equal to the annual change in the Consumer Price Index (CPI). RAsanta clantaWdmin 07-08\reportslsmd 07-08 20jun07.doc I Hams & Associates " City of Santa Clarita June 20, 2007 Streetlight Maintenance District No. I Page 4 E r'. 1 1 J The City may annually initiate proceedings for the continued maintenance and servicing of streetlight improvements by passing a resolution which orders an engineer to prepare and file a detailed report generally describing any proposed new improvements or any substantial changes in existing improvements. This report prepared by the engineer must include: plans and specifications of any new improvements; an estimate of the costs of the new improvements, including maintenance and servicing of the new or existing improvements; and a diagram, i.e., a map of the assessment district showing the boundary of the District; and the parcels or lots which benefit. Once the report is completed, it is presented to the City Council for its review and approval as presented, or may be modified and approved. i After the report is approved, the City adopts the Resolution of Intention which declares its intent to levy and collect assessments, describes the improvements, including maintenance and servicing, refers to the District by its distinctive designation, refers to the report for the details of the District, and sets a time and place for a public hearing on the levy of the proposed assessment. Assessments, if authorized, would be placed on the 2007-08 County Tax Roll and would be collected with the regular County property taxes. Reserve funds would be used to fund the maintenance and service until assessment funds are distributed by the County Tax Collector in December of 2007. "" RAsanta daritaWdmin 07-08\reports\smd 07-08 20jun07.doc I Hams & Associates City of Santa Clarita June 20, 2007 Streetlight Maintenance District No.1 Page 5 CITY OF SANTA CLARITA FISCAL YEAR 2007-08 ENGINEER'S REPORT PREPARED PURSUANT TO THE PROVISIONS OF THE LANDSCAPING AND LIGHTING ACT OF 1972 SECTION 22500 THROUGH 22679 OF THE CALIFORNIA STREETS AND HIGHWAYS CODE Pursuant to Part 2 of Division 15 of the Streets and Highways Code of the State of California, and in accordance with the Resolution of Initiation adopted by the City Council of the City of Santa Clarita State of California, in connection with the proceedings for: CITY OF SANTA CLARITA STREETLIGHT MAINTENANCE DISTRICT NO.1 Hereinafter referred to as the "Assessment District" or "District", I, Joan E. Cox, P.E., the authorized representative of Harris & Associates, the duly appointed ENGINEER OF WORK, submit herewith the "Report" consisting of five (5) parts as follows: PART A PLANS AND SPECIFICATIONS Plans and specifications for the improvements are as set forth on the lists thereof, attached hereto, and are on file in the Office of the City Engineer and are incorporated herein by reference. PART B ESTIMATE OF COST An estimate of the costs of the proposed improvements, including incidental costs and expenses in connection therewith, is as set forth on the lists thereof, attached hereto, and are on file in the Office of the City Clerk and incorporated herein by reference. PART C ASSESSMENT DIAGRAM The Diagram of the Assessment District Boundaries showing the exterior boundaries of the Assessment District and the lines and dimensions of each lot or parcel of land within the Assessment District. 7 RAsanta claritauldmin 07-08\reports\smd 07-08 20jun07.doc I Harris & Associates '. i LCity of Santa Clarita June 20, 2007 Streetlight Maintenance District No.1 Page 6 i. The lines and dimensions of each lot or parcel within the Assessment District are those lines and dimensions shown on the maps of the Assessor of the County of Los Angeles 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. PART D ASSESSMENT ROLL An assessment of the estimated cost of the improvements on each benefited lot or parcel of land within the Assessment District. PART E METHOD OF ASSESSMENT The method of apportionment of assessments, indicating the proposed assessment of the net amount of the costs and expenses of the improvements to be assessed upon the several lots and parcels of land within the Assessment District, in proportion to the estimated benefits to be received by such lots and parcels. 7 IkAsanta daritauldmin 07-08lreports\smd 07-08 20jun07.doc I Harris & Associates i City of Santa Ciarita June 20, 2007 Streetlight Maintenance District No.1 Page 7 PART A Pians and Specifications Streetlight Maintenance District No. 1 was established to collect funds to cover the expenses for energy and maintenance of a majority of streetlights in the City. These costs are billed by the Southern California Edison Company for all approximate 14,025 streetlights currently owned and maintained by Edison. The proposed new and/or existing improvements for Streetlight Maintenance District No. I include, but are not limited to, and may be generally described as follows: • The installation of streetlighting and appurtenant facilities 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 signals and all appurtenant work necessary to complete said installation or replacement. • The operation, maintenance, and servicing of all existing street lighting, safety lighting and appurtenant facilities 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. 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 2007-08. Plans and Specifications for the improvements for 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 specification are on file at the City where they are available for public inspection. Locations of all streetlights are included on lighting inventory maps available for inspection at the city. RAsanta clarita\Admin 07-0fteports\smd 07-08 20jun07.doc I Harris & Associates F F City of Santa Clarita June 20, 2007 Streetlight Maintenance District No.1 Page 8 PART B Estimate of Cost The Act provides that the estimated costs of the improvements shall include the total cost of the improvements for Fiscal Year 2007-08, 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 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. 2007-2008 Fiscal Year Budgets Estimate Description 2007108 Cost Estimate Maintenance Costs: $5,008,385.00 Utilities $1,750,000.0 Contractual/Professional $72,950.0 Salary $84,472.00 Personnel Costs $34,657.00 Supplies $4,530.00 Travel & Training $2,000.0 Traffic Signal Maintenance Traffic Signal Maintenance $632,000.0 Traffic Signal Utility $250,000.0 Capital Improvements $360,000.0 Contractual Services $115,000.0 Operation Costs Administration $64,072.Oq Total Operation and Maintenance Cost $3,369,681.00 Fund Analysis Estimated Fund Balance 7/01/07 $5,008,385.00 Estimated Revenues FY 07-08 Assessments / Ad Valorem / Interest $3,260,155.00 Estimated Expenditures FY 07-08 $3,369,681.00 Estimated Fund Balance (6/30/08) $4,898,859.00 In addition to revenue received from both ad valorem taxes and assessments, there is a balance in the account from money transferred from the County upon completion of the jurisdictional transfer. RAsanta daritaWdmin 07-08\reports\smd 07-08 20jun07.doc 01 Harris & Associates City of Santa Clarita June 20, 2007 Streetlight Maintenance District No.1 Page 9 Six months reserve is set aside to cover expenses until such time as assessments received by the County Auditor/Controller are delivered to the City in December 2007. The remaining balance will be used for capital improvements to the District in the form of additional maintenance including upgrades and unrecoverable knockdowns not covered by Southern California Edison. 7 RAsanta duitMdmin 07-08\rep r%\smd 07-08 20jun07.doc U I Harris & Associates C, F City of Santa Ciarita June 20, 2007 Streetlight Maintenance District No. I Page 10 1-9.11ZAV Assessment Diagram Boundary maps/diagrams for each of the areas within Streetlight Maintenance District No. 1 are voluminous and are not bound in this report but by this reference are incorporated and made a part of this report. The boundary maps/diagrams are on file in the office of the City Clerk and the City Engineer where they are available for public inspection. The lines and dimensions of each lot or parcel within the Assessment District are those lines and dimensions shown on the maps of the Assessor of the County of Los Angeles 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. PART D Assessment Roll All assessed lots or parcels of real property within the District are listed on the Assessment Roll. The Assessment Roll states the net amount to be assessed upon assessable lands within the District for Fiscal Year 2007-08, shows the Fiscal Year 2007-08 assessment upon each lot and parcel within the District, and describes each assessable lot or parcel of land within the District. These lots are more particularly described in the Assessment Roll, which is on file in the office of the City Clerk and by reference is made a part of this report. The list is keyed to the records of the Assessor of the County of Los Angeles which are incorporated herein by reference. Assessments for any annexation to the existing Streetlight Maintenance District No. 1 may include an increase based on the current Consumer Price Index, All Urban Consumers, for the Los Angeles - Anaheim -Riverside Area ("CPI"), as approved by property owners during the annexation process. RAsanta darita\Admin 07-08\reportAsmd 07.08 20jun07.doc I Harris & Assodates City of Santa Clarita June 20, 2007 Streetlight Maintenance District No.1 Page 11 r PART E Method of Assessment The following is the approved assessment methodology for the Santa Clarita Street Light Maintenance District No. 1: Background The Landscaping and Lighting Act of 1972 (the Act) 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 C' The City, in determining the necessity of forming Streetlight Maintenance District No. 1, took into account the cost of providing services to the residents, businesses and properties located within the ^! entire City. Each and every parcel within the District receives a particular and distinct benefit from the improvements over and above general benefits conferred by the improvements. �., All of the 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, streetlighting and appurtenant facilities to serve the parcels. Therefore, each and every parcel within the District could not have been developed in the absence of the installation and promised maintenance of these facilities. The benefit provided by streetlighting consists of safety for pedestrians and motorists living and owning property in the District during the nighttime hours. This is a distinct and special benefit to all developed parcels in the District. Streetlighting can be determined to be an integral part of streets as a permanent public improvement. One of the principle 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 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. RAsanta darita\Admin 07-08lreports\smd 07-08 20jun07.doc (Harris & Associates E' City of Santa Clarita June 20, 2007 Streetlight Maintenance District No.1 Page 12 C Streetlights are considered an integral part of the entire street, the same as curb, gutters, 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 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 t" District. 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 District, 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. Therefore, the installation, operation and maintenance of streetlights are for the express, special benefit of the parcels within the District. Assessment Rates For Fiscal Year 2007-08 Streetlight Maintenance District No. 1 will continue with the current rate schedule as used by Los Angeles County at the time of the transfer of jurisdiction. 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 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 assessment rate for the original District parcels for Fiscal Year 2007-08 $12.38 per Equivalent Dwelling Unit (EDU), which is the maximum rate previously levied prior to 1997. The areas annexed into the District by the City have a higher rate. Approximately 83 annexations have occurred since the transfer of the Streetlight Maintenance District. Prior to FY 2006-07, the rate was set at $50.00 per EDU plus an annual cost of living escalator described below; however, the City chose not to increase the annexation assessment rate. Cost of living escalator: The maximum assessment rate may increase based on the change in the Consumer Price Index, All Urban Consumers, for the Los Angeles -Riverside -Orange County Area ("CPI"). In FY 2006-07, the City increased the annexation rate to $52.56 per EDU to keep up with the increased costs of operating and maintaining the street lighting system and is continuing with the cost of living increase for this current fiscal year, as follows: y, Harris & Assodates R:�santa claritaW dmin 07-08Ueports�smd 07 08 20jun07.doc I City of Santa Clarita June 20, 2007 Streetlight Maintenance District No.1 Page 13 FY 2007-08 Assessment Rates FY 2006-07 Max. Asmt Rate CPI Increase FY 2007-08 Max Asmt FY 2007-08 Actual Asmt Original District Parcels $12.381 EDU - $12.38 / EDU $12.381 EDU Annexation Parcels $52.561 EDU 1 $1.84 / EDU $54.40 / EDU $54.40 / EDU Feb'06 to Feb'07 CPI: 3.50% Apportionment The following information can be used to determine the EDU 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 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 has been assigned to the basic family unit or Equivalent Dwelling Unit (EDU), 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 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. Parcels in other land use categories were then rated by comparison with the basic EDU. In the remainder of the residential category, which is comprised of multiple rental type properties, the value for Intensity would remain at 1/4, 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 1/4 for Intensity, 1 for People Use and 1/2 for Security Benefit for a total of 1-3/4 EDU's. The owner of such property would therefore pay 1-3/4 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. Thus, a 5 -unit apartment would be assigned 1/4 for Intensity, 2-1/2 for People Use and 1 for Security Benefits for a total of 3-3/4 EDU's. As the number of apartments on a parcel increases, the service charge units assigned for people would follow a declining scale. Table I summarizes the Residential EDU Calculation. F �`" RAsanta claritMdmin 07-08\reports\smd 07-08 20jun07.doc I Harris & Associates City of Santa Clarita June 20, 2007 Streetlight Maintenance District No.1 Page 14 Table 1- Residential EDU Calculations The non-residential lots or parcels are separated into 38 land use categories as determined by the County Assessor. Equivalent Dwelling Units (EDU'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 EDU'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 EDU'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 lots or parcels within the district. Table 2 summarizes the Non -Residential EDU calculation: MM �" R:\santa eMtaWdmin 07-08\reports\smd 07-08 20jun07.doc rM I Harris & Associates People Use Security Intensity Total EDU's SFR and Condos 0.50 0.25 0.25 1.00 per parcel APT2 Apartments (2-4 units) 2 112 x units 0.25 x units 0.25 1.00 0.50 0.25 1.75 per parcel 3 1.50 0.75 0.25 2.50 per parcel 4 2.00 1.00 0.25 3.25 per parcel APT5 Apartments (5-20 units) 112 x units 1.00 0.25 5 2.50 1.00 0.25 3.75 per parcel 20 10.00 1.00 0.25 11.25 per parcel APT21 Apartments (21.50 units) 50 113 x (units - 20) + 20 -unit apartment EDU's 10.00 11.25 21.25 per parcel APT51 Apartments (51-100 units) 100 114 x (units - 50) + 50 -unit apartment EDU's 12.50 21.25 33.75 per parcel APT101 Apartments (100+ units) 175 115 x (units -100) + 100 -unit apartment EDU's 15.00 33.75 48.75 per parcel The non-residential lots or parcels are separated into 38 land use categories as determined by the County Assessor. Equivalent Dwelling Units (EDU'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 EDU'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 EDU'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 lots or parcels within the district. Table 2 summarizes the Non -Residential EDU calculation: MM �" R:\santa eMtaWdmin 07-08\reports\smd 07-08 20jun07.doc rM I Harris & Associates City of Santa Ciarita June 20, 2007 Streetilght Maintenance District No.1 Page 15 I Table 2 - Non -Residential EDU Calculations People Use Security Intensity Total EDU's NON-RESIDENTIAL GRP -A Group A SitesIrrigated Farms, Dry Farms, cemeteries, pump 1 EDU minimum charge 1.00 per parcel Sites 1 Animal Kennels, Nurseries and greenhouses, Rooming House (same as 6 unit apartment) 1.00 3.00 0.25 GRP -B Group B Industrial parking lots, Churches, Private Schools, 1.00 0.50 0.50 2.00 per parcel 1.00 Petroleum and Gas, Utility GRP -H Group H Light Manufacturing, Food Processing Plant, 2.00 GRP -C Group C Commercial Parking Lots 1.00 0.50 1.00 2.50 per parcel Once h Professional building, Bank, Savings d GRP -I Group I GRP -D Group D Loan, Service Shop, Lumber Yard, Golf Course, 1.00 1.00 1.00 3.00 per parcel GRP -J Group J Race back/stable, Camp, Home for the Aged 4.00 2.00 2.00 6.00 per parcel GRP -E Group E Store, Store w/ office or residence, SeMce Station, 200 1.00 1.00 4.00 per parcel Club d Lodge Hall 1.00 1.25 5.25 1 GRP -F Group F Rooming House (same as 6 unit apartment) 1.00 3.00 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 �I Warehousing GRP -I Group I Auto, Recreational Equipment Sales 6 Service 2.00 2.00 2.00 6.00 per parcel GRP -J Group J Market, BovAing Alley, Skating Rink, Department 4.00 2.00 2.00 6.00 per parcel 4 Group K Store, HoteVMotel, Mobile Home Park All parcels in Group K are assessed a minimum of 3 EMS 1 GRP -Kt Group K4 3.00 1.00 1.25 5.25 Open Storage 0.014973 per lot 100sf trn Mineral Processing 0.005615 per lot 100sf tE GRP -K2 Group K-2 4.00 1.00 1.25 6.25 Private College/University 0.001736 per lot 100sf Wholesale and manufacturing outlets 0.059858 per lot 100sf Athletic and Amusement Facilities 0.027431 per W 100sf �. Heavy Manufacturing 0.006382 per lot 100sf 4j Hospitals 0.012886 per lot 100sf GRP -K3 Group K3 4.00 1.00 1.50 6.50 Motion Picture, Radio, T.V. Neighborhood Shopping Centers 0.010938 per lot loosf 0.014449 per lot 100sf 1. Regional Shopping Centers 0.021812 per lot 100sf Vacant 0.00 0.00 0.00 0.00 per parcel Table 3, on the following page, provides a summary of the EDU's for each land use shown above for both the original district and the annexation areas. �: R:\santa clarita\Admin 07-08Veports\smd 07-08 20jun07.doc ( Harris $ Associates p, City of Santa Clarita June 20, 2007 Streetlight Maintenance District No.1 Page 16 I Table 3 —EDU Summary by Land Use F RAsanta darita\Admin 07-08VcportAsmd 07.08 20jun07.doc I Harris & Associates 6 Landuse Parcels Units Lot Sq Ft EDU's Prel. Asmts Original District: SFR 24,845 24,845 24,845.000 $307,581.10 Awls per EDU CON 8,172 8,172 8,172.000 $101,169.36 $12.38 APT2 216 533 - 453.750 $5,617.43 APT5 64 647 403.500 $4,995.33 APT21 33 1,041 498.249 $6,168.32 APT51 15 1,108 408.250 $5,054.14 APT101 13 2,382 655.150 $8,110.76 GRP -A 2 - - 2.000 $24.76 GRP -B 44 - - 88.000 $1,089.44 GRP -C 11 - 27.500 $340.45 GRP -D 108 - - 324.000 $4,011.12 GRP -E 146 - 584.000 $7,229.92 GRP -G 34 - 170.000 $2,104.60 GRP -H 137 - 685.000 $8,480.30 GRP -I 54 - 324.000 $4,011.12 GRP -J 22 - - 176.000 $2,178.88 GRP -K1 3 - 266,868 18.792 $232.64 GRP -K2 29 - 36,570,270 2,376.480 $29,420.82 GRP -K3 58 - 7,875,217 1,182.018 $14,633.38 VAC 147 - - - $0.00 Subtotals: 34,163 38,728 44,712,365 41,393.689 $512,453.87 Annexations: SFR 8,600 8,603 - 8,603.000 $468,003.20 Asmts per EDU CON 1,419 1,419 1,419.000 $77,193.60 $54.40 APT2 3 9 - 7.500 $408.00 APT21 2 65 - 30.833 $1,677.32 APT101 11 2,286 - 608.450 $33,099.68 GRP -B 17 - - 34.000 $1,849.60 GRP -C 12 - - 30.000 $1,632.00 GRP -D 46 - - 138.000 $7,507.20 GRP -E 23 - - 92.000 $5,004.80 GRP -G 9 - - 45.000 $2,448.00 GRP -H 206 - - 1,030.000 $56,032.00 GRP -I 7 - - 42.000 $2,284.80 GRP -J 6 - - 48.000 $2,611.20 GRP -K1 4 - - 180.254 $9,805.82 GRP -K2 28 - 1,716,728 636.665 $34,634.58 GRP -K3 349 - 3,335,492 - $0.00 VAC 344 - - - $0.00 Subtotals: 11,086 12,382 5,052,220 12,944.702 $704,191.79 Totals: 45,239 61,110 49,764,575 64,338.391 $1,216,645.66 F RAsanta darita\Admin 07-08VcportAsmd 07.08 20jun07.doc I Harris & Associates 6 �l� � -����. City of Santa Clarita June 20, 2007 Landscape Maintenance Districts ., Combined Engineer's Report, FY 2007-08 Page i 1; TABLE OF CONTENTS Certificates.................................................................................................................... I Introduction.................................................................................................................. 2 r+ Report...................................................................................:....................................... 4 PartA - Plans and Specifications............................................................................ 5 PartB - Estimate of Cost......................................................................................12 � Part C -Method of Apportionment of Assessment...............................................13 PartD - Assessment Roll...................................................................................... 21 d Part E - Assessment Diagram............................................................................... 22 rlaanta Gtas artadmin 07-0BVeportslfinal Imd 07-07 20jun07.tloc Harris & Associates City of Santa Clarita June 20, 2007 Landscape Maintenance Districts Combined Engineer's Report, FY 2007.08 Page 1 CITY OF SANTA CLARITA LANDSCAPE MAINTENANCE DISTRICTS COMBINED ENGINEER'S REPORT CERTIFICATES The undersigned acting on behalf of Harris & Associates, respectfully submits the enclosed Engineer's Report as directed by City Council pursuant to the provisions of Section 4 of Article XIIID of the California Constitution, and provisions of the Landscaping and Lighting Act of 1972, Section 22500 et seq. of the California Streets and Highways Code. The undersigned certifies that she is a Professional Engineer, registered in the State of California. Dated: June 20, 2007 B -Yo" Joan .6 I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and Assessment Diagram thereto atta�gj,w,,c (% filed with me on the.2I qday of 2007. �5 Sharon L. Dawson, City Clerk City of Santa Clarita z DEC. 15, H = Los Angeles County, California 1987 �a a LIFO By I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and Assessment Diagram thereto attached, as approved and confirmed by the City Council of the City of Santa Clarita, California, on the o?Aay of , 2007. �.�``\�P CDU Q Rvo�F4'�s. }z DEC. 15, a 1987 y CP O cgCIFC Sharon L. Dawson, City Clerk City of Santa Clarita Los Angeles County, California Harrfs & Associates rlsanta daritMadmin 07-OMportstinal Imd 07-07 20jun07.doc i City of Santa Clarita June 20, 2007 Landscape Maintenance Districts IF Combined Engineer's Report, FY 2007.08 Page 2 INTRODUCTION The City of Santa Clarita ("City") annually levies and collects special assessments in order to maintain the improvements within City initiated Landscape Maintenance District Nos. 1, Tl, A2 and t County initiated District T1A (ad valorem district), (collectively referred to as the "Districts"). The Districts were formed and annual assessments are established pursuant to the Landscape and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code (the "Act"). This report includes all Zones and Annexations that have been approved by the Council prior to April 30, 2007. r� District T1 is the City's Area -Wide landscaped median district that provides for the maintenance of roadway medians located throughout the City. All other Zones or Annexations within Districts 1, TI and A2 provide for the maintenance of landscaping located within district developments. District T1A is an ad valorem district that was formed by the County under the Improvement Act of 1911, prior to the transfer of jurisdiction to the City. This district collects revenue directly from property taxes and is separate from the 1972 Act landscape districts. This district requires no Council action at this time, but is hereby referenced in this report as a part of the landscape maintenance program within the City. In addition to the City initiated Districts, the responsibility for several County maintained Landscape Maintenance Zones was transferred to the City's jurisdiction in the mid-1990s. The County, through the Department of Parks and Recreation, had previously administered these Zones which had provided for the maintenance and servicing of the landscape improvements located in medians and common areas throughout the City. Pursuant to the Act, the City Council is now the legislative body for the Districts and Zones and may levy annual assessments acting as the governing body for the operations and administration of the Districts. This Combined Engineer's Report ("Report") describes the Districts, any annexation zones or changes to the Districts and the proposed assessments for Fiscal Year 2007-08. The proposed assessments are based on the historical and estimated costs to maintain the improvements that provide direct and special benefits to properties within the Districts. The costs of the improvements and the annual levy include all expenditures, deficits, surpluses, revenues, and 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 2007-08 pursuant to the 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 2007-08. Harris & Associates rlsanta cladtffiadmin 07-Wreport0nal imd 07-07 20junOZdoc City of Santa Clarita June 20, 2007 Landscape Maintenance Districts ,,.. Combined Engineers Report, FY 2007.08 Page 3 j t 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 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. 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 Zones that were added to the Districts. (; Subsequent to Proposition 218, all property owners were balloted for inclusion into the Districts in order to be in compliance with Proposition 218. This Report does not propose to increase the assessments for the Districts, including any Zones or Annexations, above the approved annual Consumer Price Index (CPI) for all Urban Consumers, Los Angeles — Orange — Riverside Counties, CA. Increases, if any, above this amount were addressed in separate reports approved at prior Council meetings. Subsequent increases, if any, will be subject to the procedures and approval process of Section 4 of Article XIIID. I MM p rAsanta dadWadmin 07-08Veportswnal Imd 07-07 20jun0Tdoc ra I Harris & Associates 1 City of Santa Clarita June 20, 2007 Landscape Maintenance Districts Combined Engineers Report, FY 2007-08 Page 4 FISCAL YEAR 2007.08 ENGINEER'S REPORT PREPARED PURSUANT TO THE PROVISIONS OF THE LANDSCAPING AND LIGHTING ACT OF 1972 SECTION 22500 THROUGH 22679 OF THE CALIFORNIA STREETS AND HIGHWAYS CODE AND ARTICLE MID OF THE CALIFORNIA CONSTITUTION Pursuant to Part 2 of Division 15 of the Streets and Highways Code of the State of California, Article XIIID of the California Constitution (Proposition 218), the Proposition 218 Omnibus Implementation Act and in accordance with the Resolution of Initiation, adopted by the City Council of the City of Santa Clarita, State of California, in connection with the proceedings for: CITY OF SANTA CLARITA LANDSCAPE MAINTENANCE DISTRICTS hereinafter referred to as the "Maintenance Districts" or "Districts", I, Joan E. Cox, P.E., the authorized representative of Harris & Associates, the duly appointed ASSESSMENT ENGINEER, submit herewith the "Report" consisting of five (5) parts as follows: PART A — PLANS AND SPECIFICATIONS Contains a description of the improvements that are to be maintained or serviced by the Districts. PART B — ESTIMATE OF COST Identifies the estimated cost of the services or maintenance to be provided by the Districts, including incidental costs and expenses in connection therewith. PART C — METHOD OF APPORTIONMENT Describes the basis on which the costs have been apportioned to each parcel of land within the Maintenance Districts, in proportion to the estimated benefits to be received by such lots and parcels. PART D — ASSESSMENT ROLL Identifies the maximum assessment to be levied on each benefited lot or parcel of land within the Maintenance Districts. PART E — ASSESSMENT DIAGRAM Contains a Diagram of the Maintenance Districts Boundaries showing the exterior boundaries of the Maintenance Districts, the boundaries of any zones within the Maintenance Districts and the lines and dimensions of each lot or parcel of land within the Maintenance Districts. Harris & Associates rlsanta GaritMadmin 07-08U+eport0nal Imd 07-07 20jun07.dx R1 City of Santa Clarita June 20, 2007 Landscape Maintenance Districts f. Combined Engineer's Report, FY 2007.08 Page 5 r° PART A F PLANS AND SPECIFICATIONS DESCRIPTION OF IMPROVEMENTS TO BE MAINTAINED AND SERVICED The improvements proposed to be installed, maintained and serviced are generally described as the landscape improvements within public rights-of-way and dedicated landscape easements within various tracts and on individual parcels located throughout the City. These improvements include the installation, maintenance and servicing of landscaping improvements including but not limited to: landscaping, planting, shrubbery, trees, irrigation systems, hardscapes and fixtures. The District will fund costs in connection with the landscape 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 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. 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. The plans and specifications for the improvements are voluminous and are not bound in this Report but by this reference are incorporated and made part of the Report. The plans and specifications are on file at the City. rThe following is a general description and location of each Zone or Annexation: District Zone Annex. Description 1 -- Residential, Golden Valley Road and Highway 14 - Inactive 1B Commercial, Centre Pointe, south of Soledad Canyon Road 1 C Tract 44892, Residential, Canyon Gate, Golden Valley Road and Sierra Highway 1D Tract 53756, Residential, Golden Valley Road, Pardee IE Commercial, Golden Valley Ranch 1F Tract 53419, Residential, Valle Di Oro 1 G Centex Development a r:lsanta GaritMadmin 07-08Veportalflnal Imd 07.07 20jun07.dw Hams & Associates r City of Santa Clarita ,lune 20, 2007 Landscape Maintenance Districts Combined Engineer's Report, FY 2007-08 Page 6 District Zone Annex. Description 1 2A -- Parcel Map 24147, Commercial, Via Princessa and Siena Highway (Costco) 2B Commercial, Via Princessa and Siena Highway (Sierra Storage) 2C Tract 50151, Commercial, Via Princessa and Siena Highway across from Costco 2D Tract 50484, Commercial, Via Princessa and Highway 14 (Jack-in-the-Box) 2E Parcel Map 25916, Commercial, Siena Highway north of Via Princessa (Flying Tiger) 2F Commercial (Soledad Entertainment) 2G Commercial, Riverview Shopping Center 1 3 -- Tracts 45416-01 & 02, Residential, northeast of Siena Highway and Sand Canyon Road (Sierra Heights) 3A Tract 45416, Residential, Siena Highway west of Sand Canyon 1 4 -- Albertson's Shopping Center, Commercial, Via Princessa and Siena Highway (Albertson's Street Trees) 1 5 -- Residential, May Way and Via Princessa, west of Whites Canyon Rd (Sunset Hills) 5A Tract 52276, Residential, Koji Court, Via Princessa and May Way 1 6 -- Tracts 46626, 50536 and 47863, Residential, Whites Canyon Road and Canyon Crest Road (Canyon Crest) 1 7 -- Residential, McBean and Newhall Ranch (Creekside) 1 8 -- Tract 52354, Residential, Friendly Valley Parkway and Siena Highway 1 9 -- See District 1, Zone 5, Annexation 5A (Renamed) 1 10 -- See District 1, Zone 2, Annexation 2F (Renamed) I 11 -- See District 1, Zone 2, Annexation 2B (Renamed) rlsanta Garitaladmin 07.08Veports1final Imtl 07A7 20Jun07.doc Harris & Associates City of Santa Cladta June 20, 2007 Landscape Maintenance Districts Combined Engineer's Report, FY 2007.08 Page 7 District Zone Annex. Description 1 12 -- Parcel Map 20838, Commercial, Soledad Canyon Road and Gladding Way - Inactive 1 13 -- See District 1, Zone 3, Annexation 3A (Renamed) 1 14 -- See District Tl, Zone T31 1 15 -- River Village 1 16 -- Valencia Industrial Center 1 17 -- San Fernando Road Medians Tl -- -- Area Wide Medians, various locations throughout the City, includes the following annexations: T1A Residential, McBean Parkway north of Newhall Ranch Road (Northbridge) - Inactive TIB Residential, McBean Parkway north of Decoro Drive (Northpark) - Inactive TIC Residential, Magic Mountain Parkway west of McBean Parkway (Avignon) T1D Residential, McBean Parkway and Newhall Ranch Road (Bridgeport) TIE Tract 24694, Residential/Commercial -Inactive TIF Tracts 49549, 52673 and Tract 42670, Residential TIG Commercial, Lyons Ave between San Fernando Road and Interstate 5 TiH Commercial, Magic Mountain Parkway east of Valencia Boulevard (Valencia Honda) T1I Parcel Map 26037, Commercial/Industrial, Smyth Drive between Copperhill Drive and Dickason Drive T1J Tract 52267-01, Residential/Commercial, Copperhill Drive and Decoro Drive T1K Tract 44831-01, Commercial, northeast corner of Dickason Drive and Newhall Ranch Road rAsanta daritMadmin 07-081reportsllinal lmd 07.07 20jun07.dx I Harris & Associates 7 City of Santa Clarita June 20, 2007 Landscape Maintenance Districts Combined Engineer's Report, FY 2007-08 Page 8 District Zone Annex. Description TI TIL Tract 44831-02, Residential, northeast corner of Dickason (cont.) Drive and Newhall Ranch Road TIM PM 25649, Parcel 2, Commercial, Rye Canyon Road and Newhall Ranch Road (Home Depot) TIN Tract 44831-03, Residential, Creekside, northwest comer of McBean Parkway and Newhall Ranch Road TIO PM 26125, Commercial, Smyth Drive between Copperhill Drive and Dickason Drive TIP PM 25885, Commercial, Smyth Drive between Copperhill Drive and Dickason Drive T1Q Commercial, NE corner of McBean Parkway & Magic Mountain Parkway T1R Commercial, SW corner of McBean Parkway & Valencia Boulevard TIS Parcel Map 8374, Lot 3, Commercial, NW corner of Valencia Boulevard and Creekside Road TIT Tract 33746, Commercial (Kohl's Shopping Center), SE corner of Valencia Boulevard and McBean Parkway T1U Arbor Lane, Residential, SE corner of Wiley Canyon and Via Macarena Tl V Tract 51931-04, Commercial, NW corner of Magic Mountain Parkway and McBean Parkway Tl W Tract 53756, Residential, on Apple Street, south of Lyons Avenue T1X Parcel 2811-070-001, Residential/Commercial, Harbor Woods, NW corner of McBean Parkway and Newhall Ranch Road T1Y Residential, Apartments by the Promenade, on Magic Mountain Parkway, west of McBean Parkway T1Z Residential, Town Center West Apartments, SW corner of Magic Mountain Parkway and McBean Parkway rl. rl5anta daritaWtlmin 07A81reponslfinal Imd 07-07 20jun07.doc Harris & Associates City of Santa Clarita June 20, 2007 Landscape Maintenance Districts Combined Engineer's Report, FY 2007.08 Page 9 District Zone Annex. Description T1 T1-27 Commercial, Cinema Professional Center (cont.) T1-28 Commercial, Hart Pony Project T1-29 Commercial, Right of Way, Oak Park T1-30 Tract 23744-70, Commercial, San Fernando Road T1-31 Commercial, Seco Canyon Village T1-32 Residential, Arlen Estates, Lots 1-3 T1-33 Commercial, APN 2861-061-023 T1-34 Newhall Ranch Rd Gap Closure TI T2 -- Residential, Lyons, Orchard Village Road and Wiley Canyon (Old Orchard) Tl T3 -- Residential, NW of Wiley Canyon and Orchard Village Road (Valencia Hills) Tl T4 -- Residential, McBean Parkway, Orchard Village Road and Tournament Road (Valencia Meadows) Tl TS -- Residential, SE of Orchard Village Road and McBean Parkway (La Questa) TI T6 -- Residential, McBean Parkway and Avenida Navarre (South Valley) T1 T7 -- Residential, McBean Parkway and Del Monte Dr (North Valley) Tl T8 -- Residential, McBean Parkway and Del Monte Dr (Summit) Tl T9 -- Commercial, Tourney Road between Magic Mountain Parkway and Valencia Boulevard (Corporate Center) T9A Commercial, Tourney Place Project, Lots 2 & 4 T9B Commercial, Gateway Plaza T9C Commercial, Tourney Place Project, Lot 3 rAsanta claritaladmin 07-OBVeportslfinal Imd 0747 20jun07.doc Harris & Associates I City of Santa Clarita June 20, 2007 Landscape Maintenance Districts Combined Engineer's Report, FY 2007.08 Page 10 District Zone Annex. Description Tl T9 T91) Commercial, Tourney Place Project, Lot 7 (cont.) (cont.) T9E Commercial, Tourney Place Project, Lot 5 T9F Commercial, Tourney Place Project, Lot 6 T9G Commercial, APN 2861-061-023 Tl TIO -- Commercial, Avenue Stanford in the Valencia Industrial Park T10A Tract 52673, Residential, Legacy at Copper Hill and Rye Canyon TIOB Residential, APN 2866-018-129 TIOC Commercial, 25115 Avenue Stanford T10D Commercial, Centerpoint Val Ind Center TIOE Industrial, Discovery Gateway Spectrum I, LLC T10F Industrial, Parkway Oldsmobile, Cadillac, GMC TIOG 25145 Anza, Industrial, American Honda T1 T17 -- Residential, Rainbow Glen Drive and Sierra Highway (Rainbow Glen) T1 T23 -- Residential, Seco Canyon Road and Copper Hill Road (Mountain View) Tl T23A -- Residential, Seco Canyon Road and Copper Hill (Mountain View Condos) Tl T23B -- Residential, Seco Canyon Road and Copper Hill Road (Seco Villas) Tl T29 -- Residential, Rainbow Glen Drive and Soledad Canyon (American Beauty) T1 T30 -- Re-formed as Annexation T1 Tl T31 -- Residential, Shangri-La Drive and Soledad Canyon Road (Shangri-La), plus Commercial, Soledad Canyon Branch Library rlsanta daritMadmin 07-08Veportslfinal Imd 07-07 20jun07.doc Harris & Associates I I City of Santa Clarita June 20, 2007 Landscape Maintenance Districts Combined Engineer's Report, FY 2007.08 Page 11 District Zone Annex. Description Tl T42A -- Residential, San Fernando Road and Circle J Ranch Road (Circle J Ranch) Tl T42B -- Residential, San Fernando Road and Circle J Ranch Road (Circle J Ranch) T1 T42C -- Residential, San Fernando Road and Via Princessa (Circle J Ranch) Tl T46 -- Residential, McBean Parkway and Newhall Ranch Road (Northbridge) A2 1 Commercial, 17873 Sierra Highway A2 -- 2 Commercial, APN 2833-032-043, Carl Court A2 -- 3 Residential, 27740 Bouquet, WK Sonrissa A2 -- 4 Commercial, Blessed Kateri Church A2 -- 5 Residential, Parcel Map 26684 Lots 14 A2 -- 6 Residential, Tract 52355 A2 -- 7 Residential, Thompson Ranch/Stetson Ranch Project T1A -- -- Designation for Ad Valorem Zones T1, T2, T3, T4 and T5 r ksanta dadtMadmin 07.OfteportsAnal Imd 07-07 20jun07.doc Harris & Associates I 71 City of Santa Clarita June 20, 2007 Landscape Maintenance Districts Combined Engineer's Report, FY 2007.08 Page 12 PART B ESTIMATE OF COST The estimated costs for the operation, maintenance and servicing of the facilities are shown below Fiscal Year 2007-08. 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. The estimated costs of the improvements for the Districts 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. F Zone Description Fiscal Year 2007-08 1 Golden Valley $223,084 2 Price Costco $68,255 3 Sierra Heights $78,372 4 Albertsons $4,741 5 Sunset Hills $168,994 6 Canyon Crest $163,811 7 Creekside $180,250 8 Tract 52354 - Jenna Group $10,095 12 PM 20838 Soledad Canyon Rd. - Inactive $0 15 River Village $114,319 16 Valencia Industrial Center $112,319 17 San Fernando Road Medians $190,887 T1 Citywide Area District T1 $1,273,969 T2 Old Orchard $189,838 T3 Valencia Hills $165,119 T4 Meadows $169,017 T5 Glen $156,597 T6 South Valley $135,341 T7 Central & North Valley $383,609 T8 Summit $950,021 T9 Corp. Center $38,343 T10 Avenue Stanford $24,697 T17 Rainbow Glen $58,130 T23 Mountain View - 1481 $759,809 T23A Mountain View Condos $260,594 T23B Seco Villas $99,178 T29 American Beauty $88,873 T31 Shan ri-la $215,742 T42A Circle J $460,202 T42B Circle J $87,910 T42C Circle J - Beazer $56,598 T46 Northbridge $1,670,195 T52 Stonecrest Lower $363,108 A2 Area wide District A2 Total $8,942,017 ra5anta GaritMadmin 07-OBVeportslfinal Imd 07-07 20jun07.doc Harris & Associates City of Santa Clarita June 20, 2007 Landscape Maintenance Districts Combined Engineer's Report, FY 2007-08 Page 13 PART C METHOD OF APPORTIONMENT OF ASSESSMENT 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 17, 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: "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." In addition, Proposition 218 requires that a parcel's assessment may not exceed the reasonable cost of t, 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. REASON FOR THE ASSESSMENT The assessment is proposed to be levied to defray the costs of the installation, maintenance and servicing of landscaping improvements, as previously defined herein in Part A of this Report. SPECIAL BENEFIT ANALYSIS Proper maintenance of the landscaping and hardscaping within the public right-of-way and easements provides special benefit to adjacent properties by providing community character and vitality. Trees, landscaping, hardscaping and appurtenant facilities, if well maintained, provide beautification and enhancement of the desirability of the surroundings; therefore, these improvements provide special benefit to those developments that are directly adjacent to the landscape improvements and take their main access off of these roadways. Landscaping along the major thoroughfares of the City provides only incidental benefits to motorists traveling to, from or through the City. The portion of the total landscape maintenance costs which are associated with general benefits will not be assessed to the parcels in the Districts, but will be paid from other City funds. iu i01Ail10R0ZeVA The following table lists the various Zones and Annexations within the Districts, their land use and assessment type, and the number of assessable parcels, units, acreage or EDU's. (1" Ir:\santa Garitaladmin 07-OBVeports\final Imd 07.07 20jun07.dx Harris & Associates City of Santa Cladta June 20, 2007 Landscape Maintenance Districts Combined Engineer's Report, FY 2007-08 Page 14 There are various apportionment methodologies used in the Districts. A "Method Code" in the table below identifies the specific methodology used for each District, Zone and Annexation. These "Method Codes" are explained after the table. ' 1 1 1 2A 3 4 Pets / Units / Method Code Res Comm Comm Comm Comm Comm Comm Comm Res Res Comm EDU Acreage Acreage Parcel Acreage Parcel Parcel Acreage Parcel Parcel Acreage Asmt Acreage / (descriptions District Zone Annex. Land Use Type EDU's follow this table) 1 1 — inactive Res Parcel 0 1 1B Comm Acreage 177.35 2 1C Res Parcel 148 I 1D Res Parcel 530 1 IE Res/Comm EDU 30 3 1F Res EDU 111 3 ' 1 1 1 2A 3 4 1G — 2B 2C 2D 2E 2F 2G — 3A Res Comm Comm Comm Comm Comm Comm Comm Res Res Comm EDU Acreage Acreage Parcel Acreage Parcel Parcel Acreage Parcel Parcel Acreage 164.640 14.57 2 3 1 1 1 7.18 76 177 9.88 5 2 2 1 2 1 1 2 1 1 2 1 5 = Res Parcel 161 1 5A Res Parcel 14 1 1 6 — Res Parcel 281 1 t. 1 7 — Res EDU 1061.30 6 1 8 — Res Parcel 39 1 �" 1 12 — inactive Comm Parcel 0 1 C - 1 15 — Res/Comm EDU 1012.990 5 1 16 - CommNac EDU 4,136.110 5 1 17 — Multiple EDU 1,367.290 5 T1 — — Res/Comm Unit 12,872 1 Tl Annex Comm Parcel 15 1 �w T1A Inactive Res Parcel 0 1 j TIB inactive Res Parcel 0 1 TIC Res Parcel 100 1 TID Res Parcel 863 1 T1DAnnex Comm Parcel 3 1 TIE inactive Res/Comm Parcel 0 1 �TIF Res Parcel 55 1 p. TIG Comm Parcel 129 1 ' T1H Comm Parcel 4 1 T1I Comm/Ind Parcel 4 1 T1J Res/Comm EDU 533 4 T1K Comm Parcel 5 1 TIL Res EDU 224 4 rasanta GaritMadmin 07-0ftaportslfinal Imd 07-07 20jun07.doc Harris & Associates TI T6 — Res Parcel 602 1 City of Santa Clarita T7 — Res June 20, 2007 1,815 Landscape Maintenance Districts Ti T8 — Res Parcel Combined Engineer's Report, FY 2007-08 1 Tl T9 Page 15 Comm Parcel 30 1 Pcls /Units / Method Code r� Comm Parcel Asmt Acreage! (descriptions C District Zone Annex. Land Use Type EDU's follow this table) Tl -- TIM Comm Parcel 4 1 3 (cont.) TIN Res EDU 761 4 1 TIO Comm EDU 8 4 1 1 3 TIP Comm EDU 24 4 TIQ Res Parcel 9 1 g T1R Comm EDU 1 4 TIS Comm Parcel 1 1 TIT Comm Acreage 153.5 2 TIU Res EDU 21 4 T1V Comm Parcel 11 1 ,., T1W Res EDU 21.33 4 I r T1X Res EDU 2 4 TIY Res EDU 831 4 T1Z T1-27 Res/Cnmm Comm EDU EDU 346 10 3 4 T1-28 Comm EDU 5 1 T1-29 Comm EDU 0 T1-30 Comm EDU 3 3 Ti -31 Comm EDU 5 3 TI -32 Res EDU 3 3 TI -33 Comm Parcel 1 3 T1-34 Comm/Vac EDU 6,367.030 5 Tl T2 - Res Parcel 1,028 1 Tl T3 -- Res Parcel 462 1 s > Tl T4 Res Parcel 671 1 Tl T5 -- Res Parcel 741 1 TI T6 — Res Parcel 602 1 Tl T7 — Res Parcel 1,815 1 Ti T8 — Res Parcel 2,143 1 Tl T9 — Comm Parcel 30 1 1 1 T9A Comm Parcel 3 3 1 ' T913 Comm Parcel 4 3 T10E T9C Comm Parcel 1 3 T10F Ind T9D _ Comm Parcel 1 3 - Ind EDU T9E Comm Parcel 1 3 r T9F_ Comm Parcel 1 3 ' T9G Comm Parcel 1 3 Tl T10 — Comm Parcel 46 1 T10A Res Parcel 4 1 T10B Res Parcel 1 1 T10C Res Parcel 1 1 ' T10D Res Parcel 1 1 T10E Ind EDU 1 3 T10F Ind EDU 1 3 T10G Ind EDU 2 3 Harris & Associates 1 t1santa daritaladmin 07.08treportstnal Imd 07.07 201un07.doc i. . r 7 City of Santa Clarita June 20, 2007 Landscape Maintenance Districts Combined Engineer's Report, FY 2007.08 Page 16 District Zone Annex. Land Use Asmt Type Pels / Units ! Acreage! EDU's Method Code (descriptions follow this table) Tl T17 — Res Parcel 74 1 TI T23 — Res Parcel 1,490 1 Tl T23A — Res Parcel 383 1 TI T23B — Res Parcel 156 1 Tl T29 — Res Parcel 221 1 Tl T31 — Res/Comm Parcel 183 1 Tl T42A — Res Parcel 625 I Tl T42B — Res Parcel 86 1 TI T42C -- Res Parcel 95 1 Tl T46 — Res Parcel 2,295 1 A2 — 1 Comm EDU 5 3 A2 — 2 Comm EDU 10 3 A2 — 3 Res EDU 35 3 A2 — 4 Comm EDU 5 3 A2 -- 5 Res EDU 4 3 A2 — 6 Res EDU 63 3 A2 -- 7 Res EDU 192 3 Note: The number of parcels, units, acres and EDU's shown in the table above reflect the current information for the C. Districts. 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 Definitions: 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 on an acreage basis where all parcels are assessed based on the parcel's percentage of the total number of acres in the annexation or zone. Method 3 — The assessment is apportioned to the benefiting properties based on Equivalent Dwelling Units (EDU's) such that a Single Family Detached Residence (SFR) is equal to i EDU and all other properties are converted to EDU's based on their relative benefit as compared to an SFR as follows: Single Family Residential Multi Family Residential Condos Multi Family Residential Apartments Commercial Industrial 1 single family dwelling unit 1 single family dwelling unit I apartment unit 1 commercial/industrial parcel =1 EDU =1EDU = 1 EDU = 5 EDU rasanta daritMadmin 07-Ofteport0iinal Imd 07-07 20iun07.doc (Harris & Associates N City of Santa Clarita June 20, 2007 Landscape Maintenance Districts Combined Engineer's Report, FY 2007-08 Page 17 Method 4 — The assessment is apportioned to the benefiting properties based on Equivalent Dwelling Units (EDU's) such that a Single Family Detached Residence (SFR) is equal to I EDU and all other properties are converted to EDU's based on their relative benefit as compared to an SFR as follows: Single Family Residential 1 single family dwelling unit =1 EDU Multi Family Residential Condos 1 condo family dwelling unit =1 EDU 2 single family dwelling unit r: Multi Family Residential Apartments 1 apartment unit = 0.8 EDU Commercial Industrial 1 commerciaUindustrial parcel = 3-5 EDU Method 5 — The assessment is apportioned to the benefiting properties based on Equivalent Dwelling Units (EDU's) such that a Single Family Detached Residence (SFR) is equal to 1 EDU W and all other properties are converted to EDU's based on their relative benefit as compared to an SFR as follows: Developed Non -Residential 1 acre x 6 = 6.00 EDU /acre Vacant / Park / School 1 acre x 1.5 = 1.50 EDU /acre Method 6 — The assessment is apportioned to the benefiting properties based on Equivalent Dwelling Units (EDU's) such that a Single Family Detached Residence (SFR) is equal to 1 EDU and all other properties are converted to EDU's based on their relative benefit as compared to an SFR as follows: Single Family Residential Condominiums t.: Multi Family Residential Apartments F, 1 single family dwelling unit = 1 EDU I single family dwelling unit = 0.8 EDU 1 apartment unit = 0.5 EDU ASSESSMENT APPORTIONMENT AND RATES The table below provides the assessment apportionment and shows the estimated maximum annual assessment rate for each Zone and Annexation for FY 2007-08. ~" I � rlsanta GarifMadmfn 07-OBtreportswnal Imd 07-07 20jun07.dx Harris & Associates Assessed EDU EDU Land Use Unit a Factor Rate Residential Single family home 1 dwelling x 1 = 1.00 EDU / dwelling Single family vacant (subdivided) I parcel x 0.25 = 0.25 EDU /parcel Multi -Family (incl. Condo) 1 dwelling x 0.8 = 0.80 EDU /dwelling Mobile Home Parks 1 space x 0.5 = 0.50 EDU / space Developed Non -Residential 1 acre x 6 = 6.00 EDU /acre Vacant / Park / School 1 acre x 1.5 = 1.50 EDU /acre Method 6 — The assessment is apportioned to the benefiting properties based on Equivalent Dwelling Units (EDU's) such that a Single Family Detached Residence (SFR) is equal to 1 EDU and all other properties are converted to EDU's based on their relative benefit as compared to an SFR as follows: Single Family Residential Condominiums t.: Multi Family Residential Apartments F, 1 single family dwelling unit = 1 EDU I single family dwelling unit = 0.8 EDU 1 apartment unit = 0.5 EDU ASSESSMENT APPORTIONMENT AND RATES The table below provides the assessment apportionment and shows the estimated maximum annual assessment rate for each Zone and Annexation for FY 2007-08. ~" I � rlsanta GarifMadmfn 07-OBtreportswnal Imd 07-07 20jun07.dx Harris & Associates City of Santa Clarita 2C Parcel June 20, 2007 $5,480.66 Landscape Maintenance Districts $5,672.48 $17,017.45 21) Combined Engineer's Report, FY 2007.06 1 $2,439.95 $2,525.35 $2,525.35 $2,525.35 Page 18 2E Parcel 1 $426.22 $441.14 $441.14 $441.14 2F Parcel 1 Notes $2,530.11 Pcls / Unit / FY 06-07 FY 07-08 FY 07-08 FY 07-08 Total 2G (see end District Zone Annex. of table) Asmt Type Acreage / EDU's Max. Asmt Rate Max. Asmt Rate Actual Asmt Rate Annual Levy Amount 1 1 inactive Parcel 0 $0.00 $0.00 $0.00 $0.00 $581.31 1B Acreage 177.35 $714.23 $739.23 $739.23 $131,102.09 Parcel 1C Parcel 148 $666.14 $689.45 $689.45 $102,039.33 i! ID Parcel 530 $258.96 $268.02 $134.01 $71,026.25 $444.59 IE EDU 30 $3,302.24 $3,417.82 $1,708.91 $51,267.28 161 1F EDU 111 $110.98 $114.86 $114.86 $12,749.94 t 1G EDU 164.64 $56.45 $58.43 $58.43 $9,619.22 • 1 2A -- Acreage 14.57 $1,943.08 $2,011.09 $2,011.09 $29,301.55 $575.78 2B Acreage 2 $5,060.92 $5,238.05 $5,238.05 $10,476.10 2C Parcel 3 $5,480.66 $5,672.48 $5,672.48 $17,017.45 21) Acreage 1 $2,439.95 $2,525.35 $2,525.35 $2,525.35 err 2E Parcel 1 $426.22 $441.14 $441.14 $441.14 2F Parcel 1 $2,444.55 $2,530.11 $2,530.11 $2,530.11 2G Acreage 7.18 $930.13 $962.68 $962.68 $6,912.08 1 3 - Parcel 76 $561.65 $581.31 $581.31 $44,179.39 3A Parcel 177 $218.99 $226.65 $226.65 $40,117.87 1 4 - Acreage 9.88 $429.56 $444.59 $444.59 $4,392.59 1 5 - Parcel 161 $1,028.93 $1,064.94 $1,064.94 $171,455.75 5A Parcel 14 $693.51 $717.78 $717.78 $10,048.96 • 1 6 - Parcel 281 $556.31 $575.78 $575.78 $161,794.42 1 7 - EDU 1061.30 $220.81 $228.54 $228.54 $242,547.75 1 8 - Parcel 39 $258.20 $267.24 $267.24 $10,422.24 1 12 - inactive Parcel 0 $0.00 $0.00 $0.00 $0.00 1 15 - EDU 1,012.990 $467.00 $483.35 $241.67 $244,811.83 C� 1 16 - EDU 4,136.110 $26.21 $27.13 $27.13 $112,201.70 i' 1 17 - EDU 1,367.290 $69.08 $71.50 $71.50 $97,758.23 Tl - - Unit 12,872 $59.32 $61.40 $61.40 $790,291.89 Tl Annex (1) Parcel 15 $56.45 $58.43 $58.43 $876.39 F T1A inactive Parcel 0 $0.00 $0.00 $0.00 $0.00 TIB inactive Parcel 0 $0.00 $0.00 $0.00 $0.00 TIC Parcel 100 $177.94 $184.17 $184.17 $18,416.79 _T1D Parcel 863 $118.63 $122.78 $122.78 $105,960.91 T1DAnnex (1) Parcel 3 $112.88 $116.83 $116.83 $350.49 TIE inactive Parcel 0 $0.00 $0.00 $0.00 $0.00 `" TIF Parcel 55 $59.32 $61.40 $61.40 $3,376.79 TIG Parcel 129 $59.32 $61.40 $61.40 $7,920.11 T1H Parcel 4 $59.32 $61.40 $61.40 $245.58 T1I Parcel 4 $59.32 $61.40 $61.40 $245.58 TIJ (2) EDU 533 $59.32 $61.40 $61.40 $32,724.17 T1K Parcel 5 $59.32 $61.40 $61.40 $306.98 TIL EDU 224 $59.32 $61.40 $61.40 $13,752.75 TIM Parcel 4 $1,929.87 $1,997.42 $1,997.42 $7,989.66 TIN EDU 761 $59.32 $61.40 $61.40 $46,722.51 Po„ TIO EDU 8 $59.32 $61.40 $61.40 $491.17 T1P EDU 24 $59.32 $61.40 $61.40 $1,473.51 ! r%anta darftaladmin 07-0aVeportaftal Imd 07-07 20jun07.doc I Harris &Associates r ,' City of Santa Clarita June 20, 2007 Landscape Maintenance Districts Combined Engineer's Report, FY 2007.08 Page 19 Notes Pcls / Unit / FY 06-07 FY 07-08 FY 07-08 FY 07-08 Total (see end Asmt Acreage / Max. Max. Actual Annual Levy District Zone Annex. of table) Type EDU's Asmt Rate Asmt Rate Asmt Rate Amount TI T1Q Parcel 9 $313.41 $324.38 $324.38 $2,919.41 (cont.) T1R EDU 1 _$59.31 $61.39 $61.39 $61.39 _TIS Parcel 1 $313.40 $324.37 $324.37 $324.37 TIT EDU 153.5 $59.28 $61.35 $61.35 $9,417.96 T1U EDU 21 $59.32 $61.40 $61.40 $1,289.32 TIV Parcel 11 $498.42 $515.86 $515.86 $5,674.51 TiW EDU 21.33 $59.32 $61.40 $61.40 $1,309.58 T1X EDU 2 $59.31 $61.39 $61.39 $122.77 T1Y EDU 831 $39.08 $40.45 $40.45 $33,612.12 T1Z EDU 346 $59.32 $61.40 $19.63 $6,791.65 T1-27 EDU 10 $59.32 $61.40 $61.40 $613.96 T1-28 EDU 5 $3,013.63 $3,119.11 $3,119.11 $15,595.54 T1-29 EDU 0 $0.00 $0.00 $0.00 $0.00 T1-30 EDU 3 $58.51 $60.56 $60.56 $181.67 T1-31 EDU 5 $6,920.83 $7,163.06 $7,163.06 $35,815.30 T1-32 (3) EDU 3 $4.26 $4.41 $4.41 $158.73 T1-33 (3) Parcel 1 $4.70 $4.86 $4.86 $58.37 T1-34 EDU 6,367.03 $46.74 $48.38 $48.38 $308,010.81 Tl T2 - Parcel 1,028 $170.49 $176.46 $176.46 $181,397.95 Tl T3 - Parcel 462 $338.47 $350.32 $350.32 $161,846.20 Tl T4 - Parcel 671 $180.53 $186.85 $186.85 $125,375.38 Tl T5 - Parcel 741 $181.77 $188.13 $188.13 $139,405.77 Tl T6 - Parcel 602 $202.81 $209.91 $209.91 $126,364.83 Tl T7 - Parcel 1,815 $235.97 $244.23 $244.23 $443,275.54 TI T8 - Parcel 2,143 $438.77 $454.13 $454.13 $973,194.05 Tl T9 -- Parcel 30 $1,153.28 $1,193.64 $1,193.64 $35,809.34 T9A (3) Parcel 3 $83.00 $85.91 $85.91 $3,092.58 T9B (3) Parcel 4 $83.00 $85.91 $85.91 $4,123.44 T9C (3) Parcel 1 $83.00 $85.91 $85.91 $1,030.86 T913 (3) Parcel 1 $83.00 $85.91 $85.91 $1,030.86 T9E (3) Parcel 1 $83.00 $85.91 $85.91 $1,030.86 T9F (3) Parcel 1 $83.00 $85.91 $85.91 $1,030.86 T9G (3) Parcel 1 $91.44 $94.64 $94.64 $1,135.68 Tl T10 - Parcel 46 $765.12 $791.90 $791.90 $36,427.36 T10A Parcel 4 $765.12 $791.90 $791.90 $3,167.60 T10B Parcel 1 $765.12 $791.90 $791.90 $791.90 T10C Parcel 1 $765.12 $791.90 $791.90 $791.90 T10D Parcel 1 $765.12 $791.90 $791.90 $791.90 _T10E EDU 1 $754.82 $781.24 $781.24 $781.24 T10F EDU 1 $754.82 $781.24 $781.24 $781.24 T10G EDU 2 $754.82 $781.24 $781.24 $1,562.48 Tl T17 - Parcel 74 $434.98 $450.20 $450.20 $33,315.12 Tl T23 - (4) Parcel 951 $584.16 $604.61 $604.61 $574,979.93 T23-1 - Parcel 383 $338.47 $350.32 $350.32 $134,171.20 T23-2 Parcel 156 $338.47 $350.32 $350.32 $54,649.37 rAsanta claritMadmin 07-Wreports\final Imd 07-07 20jun07.doc Harris & Associates City of Santa Clarita June 20, 2007 Landscape Maintenance Districts Combined Engineer's Report, FY 2007.08 Page 20 District Zone Notes (see end Annex. of table) Asmt Type Pcls / Unit / Acreage / EDU's FY 06-07 Max. Asmt Rate FY 07-08 Max. Asmt Rate FY 07-08 Actual Asmt Rate FY 07-08 Total Annual Levy Amount Tl 123A - Parcel 383 $683.20 $707.11 $707.11 $270,823.90 Tl T23B - Parcel 156 $576.64 $596.82 $596.82 $93,104.29 Tl T29 - Parcel 221 $310.88 $321.76 $321.76 $71,10914 T1 _T31 T31-1 - (5) - Parcel Parcel (See T31-1 & -2) 182 $958.63 $992.18 $992.18 $180,577.13 T31-2 - Parcel 1 $6,137.73 $6,352.55 $6,352.55 $6,352.55 TI T42A - Parcel 625 $682.05 $705.92 $705.92 $441,20109 Tl T42B - (6) Parcel (See T4213-1, -2 & -3) T42B-1 - Parcel 40 $693.16 $717.42 $717.42 $28,696.82 T42B-2 - Parcel 31 $1,474.79 $1,526.41 $1,526.41 $47,318.64 T4213-3 -- Parcel 15 $118.65 $122.80 $122.80 $1,842.04 Tl T42C -- Parcel 95 $635.47 $657.71 $657.71 $62,482.59 Tl T46 - Parcel 2,295 $706.20 $730.92 $730.92 $1,677,454.52 A2 - I EDU 5 $60.85 $62.98 $62.98 $314.90 A2 -- 2 EDU 10 $60.85 $62.98 $62.98 $629.80 A2 - 3 EDU 35 $58.51 $60.56 $60.56 $2,119.52 A2 - 4 EDU 5 $58.51 $60.56 $60.56 $302.79 A2 - 5 EDU 4 $58.51 $60.56 $60.56 $242.23 A2 - 6 EDU 63 $58.51 $60.56 $60.56 $3,815.14 A2 - 7 (3) EDU 192 $4.64 $4.80 $4.80 $11.064.73 (1) Annexations have slightly lower rate than District or Zone being annexed into (2) Annexation T1J - Has 250 MF units @ 0.8 EDU per unit, 330 SF units @ 1.0 EDU per unit and 1 Comm unit @ 3.0 EDU (3) The assessment rate for this Zone or Annexation is a per -month rate (4) Zone T23 - Consists of 1,490 residential parcels: Zone T23 has 951 SF units; Zone T23-1 has 383 condo units; Zone T23-2 has 156 condo units (5) Zone T31 - Consists of 182 residential parcels and one commercial parcel (6) Zone T42B - Is comprised of three separate Areas. Area 1 (T4213-1) assessed 40 parcels, Area 2 (T4213-2) assessed 31 parcels, and Area 3 (T42B-3) assessed 15 parcels All Districts, Zones and Annexations have been balloted and at the time of approval, voted for an allowable inflation factor. The annual inflation factor this Fiscal Year 2007-08, as calculated from February 2006 to February 2007, is 3.5% based on Consumer Price Index (CPI) for All Urban Consumers, for the Los Angeles, Riverside and Orange County 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. i i rAsanta cladtMadmin 07.08Veports\final imd 07-07 20jun07.doc I Harris & Associates City of Santa Clarita June 20, 2007 Landscape Maintenance Districts Combined Engineers Report, FY 2007.08 Page 21 PART D ASSESSMENT ROLL The total proposed assessment for Fiscal Year 2007-08 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. 1 j rlsanta claritaladmin 07.OSVeports\final Imd 07-07 20jun07.doc Harris & Associates City of Santa Clarita June 20, 2007 Landscape Maintenance Districts Combined Engineer's Report, FY 200708 Page 22 if PART E ASSESSMENT DIAGRAM The following page shows an overview of the Landscape Maintenance District Boundary Map. Detailed District boundary diagrams will be available for inspection at the office of the City clerk j during normal business hours and, by reference, are made part of this report. r.4santa cladtaladmin 07-08treportsUinal lmd 07-07 20jun07.doc H ( Harris & Associates ��J/ mlv� ,.. City of Santa Clarita June 20, 2007 Open Space Maintenance District (Golden Valley Ranch) Engineer's Report, FY 2007.08 Page 1 TABLE OF CONTENTS Certificates.................................................................................................................... 2 Report........................................................................................................................... 3 Part A - Plans and Specifications............................................................................ 4 PartB - Estimate of Cost........................................................................................ 5 Part C - Method of Apportionment of Assessment ................................................. 6 PartD - Assessment Roll........................................................................................ 8 Part E - Assessment Diagram................................................................................. 9 C C L..1 1 t RASanta cladtMAdmin 07-08treports1final prosmd 07-08 20jun07.doc Harris & Associates City of Santa Clarita June 20, 2007 Open Space Maintenance District (Golden Valley Ranch) Engineers Report, FY 2007.08 Page 2 F! CITY OF SANTA CLARITA OPEN SPACE MAINTENANCE DISTRICT (GOLDEN VALLEY RANCH) ENGINEER'S REPORT CERTIFICATES The undersigned acting on behalf of Harris & Associates, respectfully submits the enclosed Engineer's Report as directed by City Council pursuant to the provisions of Section 4 of Article XIIID of the California Constitution, and provisions of the Landscaping and Lighting Act of 1972, Section 22500 et seq. of the California Streets and Highways Code. The undersigned certifies that she is a Professional Engineer, registered in the State of California. Dated: June 20, 2007 Joan . Cox R.C.E. No. 41965 I HEREBY CERTIFY that the enclosed Engineer's Report, toe r with Assessment Roll and Assessment Diagram thereto atta�AgAjjhy,�sfiled with me on the tl ay of 2007. "101 Co Sharon L. Dawson, City Clerk Ag vim. City of Santa Clarita DEC. 15, oa Los Angeles County, California 8 Zd 1987 H a N F QQs.t1�2Q.7..i y���yQH�LlFOS,p,�%``4��: By 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 R4 �4day of , 2007. Na,COGN''1* Sharon L. Dawson, City Clerk y�P�rogq�S City of Santa Clarita Los Angeles County, California DEC. 15, '' a 1987 isQ� C'4UF04►N�```Z� By �i RAsanta cladtaWdmin 07-081rep0rtsuna1 gvrosmd 07-08 20jun07.doc ( Harris & Assodates City of Santa Cladta June 20, 2007 Open Space Maintenance District (Golden Valley Ranch) Engineer's Report, FY 2007.08 Page 3 FISCAL YEAR 2007.08 ENGINEER'S REPORT PREPARED PURSUANT TO THE PROVISIONS OF THE LANDSCAPING AND LIGHTING ACT OF 1972 SECTION 22500 THROUGH 22679 OF THE CALIFORNIA STREETS AND HIGHWAYS CODE, ARTICLE XIIID OF THE CALIFORNIA CONSTITUTION, AND THE PROPOSITION 218 OMNIBUS IMPLEMENTATION ACT (GOVERNMENT CODE SECTION 53750 ET SEQ.) Pursuant to Part 2 of Division 15 of the Streets and Highways Code of the State of California, Article XIIID of the California Constitution, the Proposition 218 Omnibus Implementation Act and in accordance with the Resolution of Initiation, adopted by the City Council of the City of Santa Clarita, State of California, in connection with the proceedings for: OPEN SPACE MAINTENANCE DISTRICT (GOLDEN VALLEY RANCH) hereinafter referred to as the "Maintenance District" or "District", I, Joan E. Cox, P.E., the authorized representative of Harris & Associates, the duly appointed ASSESSMENT ENGINEER, submit herewith the "Report" consisting of five (5) parts as follows: PART A — PLANS AND SPECIFICATIONS Contains a description of the improvements that are to be maintained or serviced by the District. PART B — ESTIMATE OF COST Identifies the estimated cost of the services or maintenance to be provided by the District, including incidental costs and expenses in connection therewith. PART C —METHOD OF APPORTIONMENT Describes the basis on which the costs have been apportioned to each parcel of land within the Maintenance District, in proportion to the estimated benefits to be received by such lots and parcels. ( PART D — ASSESSMENT ROLL Identifies the maximum assessment to be levied on each benefited lot or parcel of land within the Maintenance District. PART E — ASSESSMENT DIAGRAM l7 Contains a Diagram of the Maintenance District Boundaries showing the exterior boundaries of the I Maintenance District, the boundaries of any zones within the Maintenance District and the lines and dimensions of each lot or parcel of land within the Maintenance District. �' Rasanta dadtalAdmin 07-08Veportstnal prosmd 07-08 20jun07.doc (Harris &Associates City of Santa Clarita June 20, 2007 Open Space Maintenance District (Golden Valley Ranch) Engineer's Report, FY 2007.08 Page 4 u+ i PART A PLANS AND SPECIFICATIONS The existing improvements, which have been constructed within the City of Santa Clarita, and those additional improvements that may be subsequently constructed, and that are proposed to be serviced and maintained as generally described as follows: 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 maintenance 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 1 . improvements to remove or cover graffiti; and trail maintenance. rServicing means the administration of all aspects of the maintenance and servicing of the !' improvements. The plans and specifications for the improvements, showing the general nature, location and the extent of the improvements, are on file in the office of the City Engineer and are by reference herein made a part of this report. Rasanta cladtawdmin 07-08Veportslrinal prosmd 07.08 20jun07.doc I Harris & Associates f City of Santa Clarita June 20, 2007 Open Space Maintenance District (Golden Valley Ranch) Engineers Report, FY 2007.08 Page 5 PART B r ESTIMATE OF COST 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 2007-08. 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 $30,000 Administration Costs $6,629 $36,629 Operating and Capital Reserve $51,031 Prior Year (surplus) or deficit ($87,660) Total To Assessment $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. RAsanta claritaAdmin 07-OBtreports1final gvrosmd 07-08 20jun07.doc I Harris & Associates City of Santa Clarita June 20, 2007 Open Space Maintenance District (Golden Valley Ranch) Engineer's Report, FY 2007.08 Page 6 PART C i METHOD OF APPORTIONMENT OF ASSESSMENT 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: "The net amount to be assessed upon lands within an 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 t" 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." 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. 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 ylocated in the district or to the public at large. General enhancement of property value does not constitute `special benefit'." Per the Judgement 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). E! Without the open space areas, residential development would not be allowed to occur within the boundaries of the Tentative Tract; therefore, all areas proposed to be developed for residential uses receive special benefit from these open space areas and their maintenance. Non-residential properties i~ are not subject to this condition and therefore do not receive special benefit from the improvements. �; RASanta dadtMAdmin 07-08keportWiinal prosmd 07-08 20jun07.doc I Harris & Associates City of Santa Clarita June 20, 2007 Open Space Maintenance District (Golden Valley Ranch) Engineer'sReport, FY 2007-08 Page 7 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 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. $0 / 142.05 acres= $0.00 /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 404 single family residential (SFR) units, ■ 12.16 acres currently designated for 95 single family condominium (CON) units. Maximum Maximum Actual Actual Total Projected Est. Projected Max. FY 06-07 Asml FY 07-08 Asmt Res. FY 07-08 Asmt FY 07-08 Planned FY 07-08 Asmt Rate per Res. Acre per Res. Acne Acres per Res. Acre Assessment Res. Units Per Residential Unit 419.74 / acre $434.43 / acre 129.89 $0.00 /acre $0.00 404 SFR $139.67 / SFR Unit 419.74 /acre $434.43 /acre 12.16 $0.00 /acre $0.00 95 CON $55.61 /CON Unit Cr i Increase = 3.50% 142.05 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), during the preceding year ending in February, for All Urban Consumers, for the Los Angeles, Los Angeles and Orange County 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. I F R:Lsanta daritaMmin 07-08kaportMfinal pvrosmd 07-08 20jun07.doc 1 Harris & Associates City of Santa Clarita June 20, 2007 Open Space Maintenance District (Golden Valley Ranch) Engineer's Report, FY 2007.08 Page 8 1: PART D ASSESSMENT ROLL The Assessment Roll is a listing of the proposed assessment for Fiscal Year 2007-08 apportioned to each lot or parcel, as shown on the last equalized roll of the Assessor of the County of Los Angeles. The Assessment Roll is provided below and is incorporated herein. 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. The proposed residential development areas are included within the following list of parcels that make up Tentative Tract Map No. 52414 (Golden Valley Ranch). Assessment Roll FY 2007-08 Assessor's Parcel Apportioned r Total Asmt Parcel No. Acres Asmt 1 $0 2841-017-032 241.83 $0.00 G 2848-008-012 80.00 $0.00 2848-008-026 46.64 $0.00 2848-008-027 334.72 $0.00 2848-008-028 240.00 $0.00 2848-009-028 120.00 $0.00 2848-011-009 155.86 $0.00 1,219.05 $0.00 RAsanta claritaWdmin 07-08keports\final gwosmd 07.08 20jun07.doc I Hams & Associates City of Santa Clarita June 20, 2007 Open Space Maintenance District (Golden Valley Ranch) Engineer's Report, FY 2007.08 Page 9 PART E 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. R:leanta daritalAdmin 07-0BVeport0nal prosmd 07-08 20jun07.doc Harris & Associates F I r City of Santa Clarita June 20, 2007 Open Space Maintenance District (Golden Valley Ranch) Engineer's Report, FY 2007.08 Page 10 FRASanta dadtawdmin 07-08 reportsAnal gvrosmd 07-00 20jun07.doc I Harris & Associates F F F City of Santa Clarita June 20, 2007 Open Space Maintenance District (Golden Valley Ranch) Engineer's Report, FY 2007.08 Page 11 ■„fill1�� 111 �� �. • i VIP yl RAsanta cladta\Admin 07-08\reports\final gvmsmd 07-08 20jun07.doc I Harris & Associates