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HomeMy WebLinkAbout2008-03-25 - AGENDA REPORTS - LMD ASMT BALLOT RESULTS (2)CONSENT CALENDAR DATE: SUBJECT: DEPARTMENT Agenda Item CITY OF SANTA CLARITA AGENDA REPORT City Manager Approval: Item to be presented by: March 25, 2008 12, LANDSCAPE MAINTENANCE DISTRICT PROCEEDINGS — ASSESSMENT BALLOT TABULATION RESULTS Administrative Services RECOMMENDED ACTION City Council pass, approve, and adopt the attached resolution declaring the results of the assessment ballot tabulation, approving a Final Engineer's Report, and ordering annexations into detachments from, creation of new zones, and dissolution of existing zones, and assessment rate adjustments in Landscape Maintenance District Numbers 1, A2, and T - Land providing for the levy and collection of the annual assessments therein, and taking certain other actions in connection therewith. BACKGROUND On January 8, 2008, City Council adopted a resolution of intent commencing proceedings for the annexations into, detachments from, creation of new zones, dissolution of existing zones, and assessment rate adjustments in Landscape Maintenance District Numbers 1, A2, and T-1 (various zones). A public hearing was held March 11, 2008 regarding these proceedings to consider all oral and/or written statements, protests, and communications made or filed by all interested persons. Upon the conclusion of the Public Hearing, Council ordered certain changes to the Engineer's Report and directed the City Clerk to commence tabluation of the assessment ballots. The Final Engineer's Report (attached) incorporates the changes as ordered by the City Council. Assessment ballot tabulation was completed on Thursday, March 13, 2008, and the results of the propety owner assessment ballot are: $2,615,998 (81%) of assessment voted "yes," and $594,278 of assessment voted "no." Being that a majority protest does not exist, City Council can proceed with finalizing the proceedings by adopting the attached resolution. ALTERNATIVE ACTIONS Other action as determined by the City Council. FISCAL IMPACT There will be no impact to the General Fund. It is anticipated there will be sufficient revenue to meet anticipated expenses. ATTACHMENTS Resolution Declaring the Results of the Assessment Ballot Tabulation Assessment Ballot Tabulation Results Final Engineer's report available in the City Clerk's Reading File RESOLUTION NO. 08- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA CLARITA, CALIFORNIA, DECLARING THE RESULTS OF THE ASSESSMENT BALLOT TABULATION, APPROVING A FINAL ENGINEER'S REPORT AND ORDERING ANNEXATIONS INTO, DETACHMENTS FROM, CREATION OF NEW. ZONES, AND DISSOLUTION OF EXISTING ZONES, AND ASSESSMENT RATE ADJUSTMENTS IN LANDSCAPE MAINTENANCE DISTRICT NOS. 1, A2 AND T1 AND PROVIDING FOR THE LEVY AND COLLECTION OF THE ANNUAL ASSESSMENTS THEREIN, AND TAKING CERTAIN OTHER ACTIONS IN CONNECTION THEREWITH WHEREAS, the City Council of the- City of Santa Clarita (the "City") has initiated proceedings to annex various properties in the City into, create new Zones within and adjust assessment rates in various Zones within Landscape Maintenance District (LMD) No. 1 (the "Annexations, Creations and Adjustments") pursuant to the provisions of the "Landscaping and Lighting Act of 1972," being Part 2 of Division 15 of the California Streets and Highways Code commencing with Section 22500 (the "Act") and in accordance with Article XIIII) of the California Constitution (Proposition 218) and the Proposition 218 Omnibus Implementation Act commencing with Section 53750 of the California Government Code (the "Implementation Act") (the Act, Proposition 218 and the Implementation Act may be referred to collectively herein as the "Assessment Law"), to fund the costs of installation, servicing and maintenance of landscaped improvements within public rights-of-way and dedicated landscape easements within various areas in the City; to detach various parcels from LMD Nos. 1 and A2 and from Zones within LMD No. T1 (the "Detachments") that are being annexed into new or existing Zones in LMD No. 1; and to dissolve various Zones within LMD No. T1 (the "Dissolutions") that are no longer needed; and WHEREAS, the City Council did order and subsequently receive a report prepared by Harris & Associates (the "Assessment Engineer"), prepared in accordance with the Assessment Law; and WHEREAS, a listing of various properties proposed to be detached from LMD No. 1 Zone 1 — Annexation 1 E, LMD No. A2 — Annexations 1, 6 and 8, and LMD No. T 1 and Zones within LMD No. T1 that fund only Area -Wide landscaping improvements and improvements that are being incorporated into the new or expanded zones, which are: Zones TIC, T1D, TIF, T1G, T1H, T1I, T1J, T1K, TIL, TIN, TIO, TIP, T1R, TIT, T1X, T1Y, T1Z, T1-27, T1-28, T1-30, T1-32, T1-33 and T1-34, is on file with the City Clerk.; and WHEREAS, various Zones within LMD No. T1 are proposed to be dissolved, which Zones specifically are Zones T9, T10, TIC, TID, TIF, TIG, T1H, TH. T1J, TIK, TIL, TIN, TIO, TIP, TIR, TIT, T1X, T1Y, TI -27, T1-28, T1-30, T1-32, T1-33 and T1-34.; and WHEREAS, the City Council did set the time and place for a Public Hearing to consider the Annexations, Creations and Adjustments, Detachments and Dissolutions and to authorize the annual levy of assessments there in, and did order that notice of such Public Hearing, accompanied by assessment ballots, be given to the record ownefs of property within the proposed Annexations, Creations and Adjustments, Detachments and Dissolutions in accordance with the provisions of the Assessment Law; and WHEREAS, notice of such Public Hearing accompanied by assessment ballots were mailed to the record owners of property within the proposed Annexations, Creations and Adjustments in accordance with the provisions of the Assessment Law; and WHEREAS, the City Council considered all oral and written statements, protests and communications made or filed by any interested persons; and WHEREAS, upon conclusion of the Public Hearing, the. City Council did direct the Assessment Engineer to revise the Engineer's Report to include clarification language regarding the continued Landscape Maintenance District maintenance of all T-1 Areawide improvements, including parkways and side panels, and to include language to clarify the analysis of special and general benefit to indicate there is no quantifiable general benefit; and WHEREAS, a Final Engineer's Report has been duly presented by the City Clerk for consideration and has been fully considered by the City Council; and WHEREAS, following conclusion of the Public Hearing, assessment ballots received by the City were tabulated by the City Clerk and a majority protest did not exist; NOW THEREFORE, the City Council of the City of Santa Clarita, California, does hereby resolve as follows: SECTION 1. Recitals. The above recitals are true and correct: SECTION 2. Procedures. The City Council hereby finds and determines that the procedures for the consideration of the levy of the assessments have been undertaken in accordance with the Assessment Law. SECTION 3. Approval of Final Engineer's Report.' The Final Engineer's Report, including the plans, specifications, general descriptions, estimate of the cost of installation, servicing and maintenance of landscaped improvements within public rights-of-way and dedicated landscape easements within . various areas in the City (the "Improvements") and incidental expenses in connection therewith, the diagram and the proposed assessments, as modified by the. Assessment Engineer as ordered by the City Council as described herein above, is hereby approved as filed and incorporated herein by this reference and will stand as the Engineer's Report of record for these proceedings. Pursuant to the Assessment .Law the changes to the Engineer's Report ordered by the City Council as described herein above may be incorporated without further notice inasmuch as the changes do not order the inclusion of additional territory within the district and do not order an increase in the proposed assessment rates and do not order a change to the proposed assessment methodology. SECTION 4. Assessment Ballot Procedures and Tabulation. Assessment ballots were mailed as required by Assessment Law to the record owners of all properties within the 2 Annexations, Creations and Adjustments which are proposed to be assessed. The assessment ballots that were completed and received by the City Clerk prior to the close of the Public Hearing have been tabulated in accordance with the procedures established by Assessment Law and this City Council and the results of such tabulation have been submitted to this City Council. This City Council hereby finds that the assessment ballots submitted in favor of the levy of assessments, as weighted in accordance with Assessment Law and totaling $2,615,998, exceed the assessment ballots submitted in opposition to such levy, also as weighted in accordance with Assessment Law and totaling $594,278; therefore, no majority protest to the levy of assessments within the Annexations, Creations and Adjustments has been found to exist. SECTION 5: Annexation of Territory. The City Council hereby orders the Annexations. SECTION 6. Creation of Assessment Zones. The City Council hereby orders the Creation of Assessment Zones. SECTION 7. Detachments from Assessment Districts. The City Council hereby orders the Detachments. SECTION 8. Dissolutions of Assessment Zones. The City Council hereby orders the Dissolutions. SECTION 9. Determination and Confirmation. Based upon the Final Engineer's Report and the testimony and other evidence presented at the Public Hearing, the City Council hereby makes the following determinations regarding the assessments proposed to be imposed for Fiscal Year 2007/08 and the maximum annual assessment proposed to be imposed to pay for the estimated costs of the maintenance of all of the improvements to ultimately by maintained upon the completion and acceptance of thereof - a. The proportionate special benefit derived by each individual parcel assessed has been determined in relationship to the entirety of the cost of the operations and maintenance expenses. b. The assessments do not exceed the reasonable cost of the proportional special benefit conferred on each parcel. c. Only the special benefits have been assessed. The maximum assessments for the Annexations, Creations and Adjustments contained in the Final Engineer's Report for Fiscal Year 2007/08 are hereby confirmed. Subsequent annual assessments in amounts not to exceed the maximum annual assessment of the estimated costs of the maintenance of all of the improvements to ultimately be maintained upon the completion and acceptance of thereof as set forth in the Final Engineer's Report may be subsequently confirmed and levied without further assessment ballot proceedings pursuant to the Assessment Law. Each fiscal year after the base year (Fiscal Year 2007/08), the maximum assessment shall be increased by the annual change in the Consumer Price Index (CPI), during the preceding year, for All 3 Urban Consumers, for the Los Angeles, Riverside and Orange County areas, published by the United States Department of Labor, Bureau of Labor Statistics (or a reasonably equivalent index if such index is discontinued) without further compliance with the assessment ballot procedures required under the Assessment Law. SECTION 10. Ordering of Maintenance. The public interest and convenience requires, and this legislative body does hereby order the maintenance work to be made and performed as said maintenance work is set forth in the Final Assessment Engineer's Report. SECTION 11. Filing with Secretary. The above -referenced diagram and assessment shall be filed in the office of the City Clerk. Said diagram and assessment, and the certified copy thereof, shall be open for public inspection. SECTION 12. This resolution shall take effect immediately. SECTION 13. The City Clerk shall certify to the passage and adoption of this resolution; shall cause the same to be entered in the book of resolutions of the City, and shall make a minute of the passage and adoption thereof `in the records of the proceedings of the City Council of the City in the minutes of the meeting at which the same is presented. PASSED, APPROVED AND ADOPTED this 25th day of March, 2008. ATTEST: CITY CLERK 0 OE • C STATE OF CALIFORNIA ) COUNTY OF LOS ANGELES ) ss. CITY OF SANTA CLARITA ) I, Sharon L. Dawson, CMC, City Clerk of the ;City of Santa Clarita, do hereby certify that the foregoing Resolution was duly adopted by the City Council of the City of Santa Clarita at a regular meeting thereof, held on the 25th day of March, 2008, by the following vote: AYES: COUNCILMEMBERS: NOES: COUNCILMEMBERS: ABSENT: COUNCILMEMBERS: CITY CLERK STATE OF CALIFORNIA ) COUNTY OF LOS ANGELES ) ss. CITY OF SANTA CLARITA ) CERTIFICATION OF CITY COUNCIL RESOLUTION I, Sharon L. Dawson, City Clerk of the City of Santa Clarita, do hereby certify that this is a true and correct copy of the original Resolution No. 08-, adopted by the City Council of the City of Santa Clarita, California on March 25, 2008, which is now on file in my office. Witness my hand and seal of the City of Santa Clarita, California, this day of 20_. Sharon L. Dawson, CMC City Clerk L-02 Deputy City Clerk City of Santa Clarita Annexations into, Detachments from, Creation of New Zones, and Assessment Rate Adjustments to Landscape Maintenance District Nos. 1, A2 and T-1 (Various Zones) ASSESSMENT BALLOT TABULATION RESULTS Total of Ballots Received Total "Yes" Ballots Total "No" Ballots Asmt Amt: $-3,a 1 (!�1.7� Asmt Amt: $ / 5 9 oO Asmt Amt: $ T9 -/,,;?-7 ? r•_s Asmt Amt Asmt Amt Percent Yes: % Percent No: % Ballots tabulated by: C7 r•_s J Harris & Associates Try - Carol Hill, Project Analyst c; ; -�, > > �' o F- D Date:- 3//SF- 1 0? 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O 0 L ca ZO > E_ J �O � � Jt ` C L L T a) C> OI f«Nd a) L U O 'O) C— O O (� 7 m O c N a a) >, L') c` ca a O O) >� 7 C y C a)21) O d� — m-0 C-0- N Q U _ c o o = E L c 0 0 0« o a) _ o �= a' Q a T a c 0 m` °' > r c. a ro a °c co '0 voa�_ as :3 W cd Oco �'O at 0 0,0 Iz 2' io M cdO O O m c> ca Cr jr >O 3 m 0 & >;m j ¢C? m a C U co 33 W C O U= U C C C a)a) C O Y Y Q T aS U m U > (L CL � L > = Co — "O a c (� a T c0 N ca n1 n3 c U a C C— � a) O 3 ca ca a 0 U co a C 3 a` T U N a) a) L O = m c o 0 o a) : o m m m a o 0 J zzOMCri D co J � U � N 0 U U� � c E mcz E cn =3 C � d aCZQ c � cu J N w 0 z CL w 0 j U-c•c Q U) C) LL N L � N _ cz C Z a) U 2 03 CL 0 ca 0 c cr o. � cn ai c C � c � C C 0 C: a) CZ O v c0 Q-0 Q cz co N cu CL co 0 co ;C 0 Final Engineer's Report For Annexations into, Detachments from, Creation of New Zones, and Assessment Rate Adjustments City of Santa Clarita Landscape Maintenance District Nos. 1, A2 and T-1 (Various Zones) Fiscal Year 2007-08 Submitted To: Santa Clarita, California Prepared By: Harris & Associates,. March 19, 2008 City of Santa Clarita — Annexations into, Detachments from, Creation of New Zones, and March 19, 2008 Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, A2 and T1 (Various Zones) Final Engineer's Report, FY 2007-08 Page i TABLE OF CONTENTS Certificates.. Report....................................................................................................... Part A - Plans and Specifications........................................................ Part B - Estimate of Cost.................................................................... Part C - Method of Apportionment of Assessment ............................. Part D - Assessment Roll.................................................................... Part E - Assessment Diagram............................................................. .... 1 2 3 4 7 .. 16 .17 Exhibit A — List of Parcels Being Detached from Various Landscape Maintenance Districts —c 70 Fq -� M C) c� 3: -- Ul T� C) j l > i' n *� _ r C-) - D � D City of Santa Clarita - Annexations into, Detachments from, Creation of New Zones, and March 19, 2008 Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, A2 and T1 (Various Zones) Final Engineer's Report, FY 2007.08 Page 1 I CITY OF SANTA CLARITA ANNEXATIONS INTO, DETACHMENTS FROM, CREATION OF NEW ZONES, AND ASSESSMENT RATE ADJUSTMENTS ,- LANDSCAPE MAINTENANCE DISTRICT NOS. 1, A2 AND T1 �. (VARIOUS ZONES) :. 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. I 1 QROFESS/ON Dated: March 19, 2008 7 QUO10 PN E. Co, C�4F J i' 2G m UJ N0. 41965 A * EXP. 3/31/08 * y: Joan x oC1 cIAvF° R.C.E. No. 41965 I HEREBY CERTIFY that the enclosed Engineer's Report, toget er with Assessment Roll and Assessment Diagram thereto11�( aal �j was filed with me on the stay of 6G144ci* , 2008. Sharon L. Dawson Cit Clerk G City of Santa Clarita c: z ( DEC. 15, r o g Los Angeles County, California . i 19187 a 00 y 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 V of Santa Clarita, California, on thep?day of W rif°c W , 2008. 111�w n n i�urggiq,�//� ��J0 ,y��'''.,, Sharon L. Dawson, City Clerk v�Q �G&PoRq �o City of Santa Clarita ,QLos Angeles County, California Z DEC. 15, � o ? Q 1987 1cn RAsanta clarita\LDMD Group Annex2\Reports\westside LMD annex Final rpt 19mar08v2.doc City of Santa Clarita — Annexations into, Detachments from, Creation of New Zones, and March 19, 2008 Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, A2 and T1 (Various Zones) Final Engineer's Report, FY 2007-08 Page 2 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: ANNEXATIONS INTO, DETACHMENTS FROM, CREATION OF NEW ZONES, AND ' ASSESSMENT RATE ADJUSTMENTS LANDSCAPE MAINTENANCE DISTRICT NOS. 1, A2 AND T1 IM (VARIOUS ZONES) 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 Contains a Diagram of the Maintenance District Boundaries showing the exterior boundaries of the �r 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. R\santa clarita\LDMD Group Annex2\Reports\westside LMD annex Final rpt 19mar08v2.doc 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 (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: ANNEXATIONS INTO, DETACHMENTS FROM, CREATION OF NEW ZONES, AND ' ASSESSMENT RATE ADJUSTMENTS LANDSCAPE MAINTENANCE DISTRICT NOS. 1, A2 AND T1 IM (VARIOUS ZONES) 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 Contains a Diagram of the Maintenance District Boundaries showing the exterior boundaries of the �r 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. R\santa clarita\LDMD Group Annex2\Reports\westside LMD annex Final rpt 19mar08v2.doc City of Santa Clarita — Annexations into, Detachments from, Creation of New Zones, and March 1.9, 2008 Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, A2 and T1 (Various Zones) Final Engineer's Report, FY 2007-08 Page 3 PART A PLANS AND SPECIFICATIONS DESCRIPTION OF IMPROVEMENTS TO BE MAINTAINED AND SERVICED !! The improvements proposed to be installed, maintained and serviced are generally described as improvements within public rights-of-way and dedicated landscape easements within various tracts and on individual parcels located throughout the City including, but not limited to: landscaping, planting, shrubbery, trees, irrigation systems, hardscapes and fixtures; statuary, fountains and other ornamental structures and facilities; public lighting facilities; facilities which are appurtenant to any of the foregoing or which are necessary or convenient for the maintenance or servicing thereof, including, but not limited to, clearing, removal of debris, the installation or construction of curbs, gutters, walls, sidewalks, or paving, or water, irrigation, drainage, or electrical facilities; and, park or recreational improvements, including, but not limited to, playground equipment, play courts, public restrooms, and paseos/trails. The District will fund costs in connection with the 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; the cleaning, sandblasting, and painting of walls and other improvements to remove or cover graffiti. 11 1 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; and are on file at the City. A summary of the plans and specifications are on file in the office of the City Clerk. R\santa clarita\LDMD Group Annex2\Reports\westside LMD annex Final rpt 19marO8v2.doc City of Santa Clarita — Annexations into, Detachments from, Creation of New Zones, and March 19, 2008 Assessment Rate Adjustments for Landscape Maintenance District Nos, 1, A2 and T1 (Various Zones) Final Engineer's Report, FY 2007-08 Page 4 PART B ESTIMATE OF COST The estimated maximum 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. r R:\santa clarita\LDMD Group Annex2\Reports\westside LIVID annex Final rpt 19mar08v2.doc 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. FY 2007-08 Maximum Budget District No. 1, Zone 2008-1 (Major Thoroughfare Medians) Major Thoroughfare Median Maintenance (Citywide) $4,242,108 Landscaped parkways, side panels and other landscape and ornamental improvements previously funded by T1 Areawide (now funded through $400,000 T1 Ad Valorem revenues) Administration Costs $12,000 $4,654,108 Operating Reserve $665,500 Replacement Reserve $2,104,961 Prior Year (surplus) or deficit ($2,034,803) $5,389,766 Less Ad Valorem T1 Revenue ($585,515) Total Revenue Required: $4,804,251 - City Contribution - allowance for parcels and improvements not yet included $2,564,872 Total to Assessment: $2,239,379 r R:\santa clarita\LDMD Group Annex2\Reports\westside LIVID annex Final rpt 19mar08v2.doc Ci of Santa Clarita - Annexations into Detachments from Creation of New Zones and City March 19 2008 , Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, A2 and T1 (Various Zones) Final Engineer's Report, FY 2007-08 Page 5 FY 2007-08 Maximum Budget District No. 1, Zone 15 (River Village) Landscaped Parkways $205,879 Landscaped Irrigated Slopes $135,902 Landscaped Open Space $109,519 $451,300 Operating Reserve $250,000 Replacement Reserve $45,000 Prior Year (surplus) or deficit $0 Total to Assessment $746,300 FY 2007-08 Maximum Budget ` District No. 1, Zone 16 (Valencia Industrial Center) Landscaped Parkways / Side Panels $159,750 Street Trees $89,100 Landscaped Local Street Medians $79,007 Ornamental Structures (entry monuments) $8,000 Ornamental Structures (bus stop amenities) $15,000 r Recreational Paseos/Trails $0 $350,857 Operating Reserve $35,100 Replacement Reserve $35,100 Prior Year (surplus) or deficit ($219,467) Revenues from existing Zone 16 parcels (coming) ($108,311) $93,279 Total to Assessment $93,279 FY 2007-08 Maximum Budget District No. 1, Zone 18 (Town Center / Tourney Road) Landscaped Parkways / Side Panels Street Trees $276,923 $43,269 Landscaped Local Street Medians $5,531 Ornamental Structures (entry monuments) Ornamental Structures (bus stop amenities) $4,000 $39,936 Recreational Paseos/Trails $260,586 $630,245 Operating Reserve $72,428 Replacement Reserve $72,428 Prior Year (surplus) or deficit ($32,550) Total to Assessment $742,551 R:\santa clarita\LDMD Group Annex2\Reports\westside LMD annex Final rpt 19marNv2.doc City of Santa Clarita - Annexations into Detachments from Creation of New Zones and March 19 2008 Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, A2 and T1 (Various Zones) Final Engineer's Report, FY 2007.08 Page 6 A Usanta clarita\LDMD Group Annex2U2eports4estside LMD annex Final rpt 19maro8vIdoc FY 2007-08 Maximum Budget District No. 1, Zone 19 (Bridgeport / Bouquet) Landscaped Parkways / Side Panels $30,303 Street Trees $21,017 Landscaped Local Street Medians Ornamental Structures (entry monuments) $8,297 $630 Ornamental Structures (bus stop amenities) $5,990 Recreational Paseos/Trails $0 $66,237 Operating Reserve $6,600 Replacement Reserve Prior Year (surplus) or deficit $6,600 $0 Total to Assessment $79,437 FY 2007-08 Maximum Budget District No. 1, Zone 20 (Golden Valley Ranch - Commercial) Landscaped Local Street Medians $19,005 Landscaped Parkways / Side Panels $75,255 Landscaped Irrigated Slopes $779,770 $874,030 Operating Reserve $10,000 Replacement Reserve $9,426 Prior Year (surplus) or deficit $0 Total to Assessment $893,456 A Usanta clarita\LDMD Group Annex2U2eports4estside LMD annex Final rpt 19maro8vIdoc 1 Ci of Santa Clarita — Annexations into Detachments from Creation of New Zones and March 19 2008 City , Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, A2 and T1 (Various Zones) Final Engineer's Report, FY 2007-08 Page 7 PART C METHOD OF APPORTIONMENT OF ASSESSMENT 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 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 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 improvements, as previously defined herein in Part A of this Report. SPECIAL BENEFIT ANALYSIS Street Landscaping Trees, landscaping, hardscaping, ornamental structures and appurtenant facilities, if well maintained, confer a particular and distinct special benefit upon real property within each Zone of Benefit by providing beautification, shade and positive enhancement of the community character, attractiveness and desirability of the surroundings. In addition, all of the aforementioned contributes to a specific increase in property desirability and a specific enhancement of the property value of each parcel within each Zone of Benefit. In Parkways and Land Values, written by John Nolan and Henry V. Hubbard in 1937, it is stated: "... there is no lack of opinion, based on general principals and experience and common sense, that parkways do in fact add value to property, even though the amount cannot be determined exactly.... Indeed, in most cases where public money has been spent for parkways the assumption has been definitely made that the proposed parkway will show a provable financial profit to the City. It has been believed that the establishment of parkways causes a rise in real estate values throughout the City, or in parts of the City,..." RAsanta clarita\LDMD Group Annex2\Reports\westside LMD annex Final rpt 19marONv2.doc ' City of Santa Clarita - Annexations into Detachments from Creation of New Zones and March 19 2008 Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, A2 and T1 (Various Zones) Final Engineer's Report, FY 2007-08 Page 8 It should be noted that the definition of "parkways" above may include the roadway as well as the landscaping along side the roadway. Landscaped Medians in the Major Thoroughfares. The landscape improvements in the medians along the major thoroughfares confer a particular and distinct special benefit upon real property within the City by providing beautification, and positive enhancement of the community character, attractiveness and desirability of the City. In addition, all of the aforementioned contributes to a specific increase in property desirability and a specific enhancement of the property value of each parcel within the City. These major thoroughfares are the entryways into the City and as such provide beautification to the entire City; therefore, all parcels within the City receive a special benefit from the landscaped medians in the major thoroughfares. Landscaping in the medians along the major thoroughfares provides only incidental benefits to motorists traveling to, from or through the City. i Recreational Trails and Greenbelts. Landscaping along recreational trails and greenbelts, if well maintained, confer a particular and distinct special benefit upon real property within each Zone of Benefit by providing beautification and positive enhancement of the community character, attractiveness and desirability of the surroundings. In addition, all of the aforementioned contributes to a specific increase in property desirability and a specific enhancement of the property value of each parcel within each Zone of Benefit. In "Greenways for America" by Charles E. Little, it is stated: "... [real estate] agents routinely advertise properties as being on or near the trail.... property near but not immediately adjacent to the Burke -Gilman Trail is significantly easier to sell and, according to real estate agents, sells for an average of 6 percent more as a result of its proximity to the trail. Property immediately adjacent to the trail, however, is only slightly easier to sell .... trails are an amenity that helps sell homes, increase property values and improve the quality of life." Additionally, the National Recreation and Park Association, in June 1985, stated: "The recreation value is realized as a rise in the value of land and other property in or near the recreation area, and is of public interest to the taxpayers, who have a stake in a maximum of total assessed values." �. Operation and maintenance of the trails and greenways within the City provides a benefit to those properties within the community immediately surrounding the improvements. General Benefits The general benefits associated with trees, landscaping improvements, hardscaping, ornamental structures and appurtenant facilities are considered incidental, negligible and non -quantifiable. Landscaping in the medians along the major thoroughfares provides only incidental, negligible and non -quantifiable benefits to motorists traveling to, from or through the City. Operation and maintenance of the trails and greenways within the City provides only incidental, negligible and non - quantifiable benefits to pedestrians and cyclists traveling through the trails and greenbelts. RAsanta clarita\LDMD Group Annex2\Reports\westside LMD annex Final rpt l9mar0M.doc t City of Santa Clarita - Annexations into, Detachments from, Creation of New Zones, and Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, A2 and T1 (Various Zones) Final Engineer's Report, FY 2007-08 SPECIAL BENEFIT APPORTIONMENT March 19, 2008 Page 9 Equivalent Dwelling Units In order to allocate benefit fairly between the parcels, an Equivalent Dwelling Unit (EDU) methodology is proposed which equates different types of land uses to a single-family residential parcel, thereby allowing a uniform method of assessment. The EDU method uses the single-family home as the basic unit of apportionment. A single family home equals one Equivalent Dwelling Unit (EDU). Every other land use is converted to EDU's as described below. All properties in the District will be assigned dwelling units and land use classifications per the County Assessor's roll. (Inaccuracies in the County data will be reviewed on a case by case basis as they are brought to the City's attention.) A methodology has been developed to calculate the EDU's for other residential land uses and for non-residential parcels. Every land use is converted to EDU's: parcels containing apartments are converted to EDU's based on the number of dwelling units on each parcel of land; non-residential parcels are converted based on the lot size of each parcel of land. This methodology is summarized in the table below: Single Family Residences (SFR). A single family home equals 1 EDU. !� Multi -family Residences (Apartments and Condominiums) and Mobile Homes. Multi- family residential parcels and mobile home park equivalencies are determined by multiplying the number of dwelling units on each parcel by 0.75 and 0.5, respectively, due to the relative population density of these types of dwelling units and reduced unit size compared to the typical density and size of a SFR. Studies have consistently shown that the average apartment unit impacts infrastructure approximately 75% as much as a single-family residence, and the average mobile home unit impacts infrastructure approximately 50%. (Sources: Institute of RAsanta clarita\LDMD Group Annex2\Reports\westside LMD annex Final rpt l9marOM.doc Assessed EDU Equivalent Dwelling Land Use Unit x _ Factor Unit Rate (EDU) Residential Single family home 1 dwelling x 1 - 1.00 EDU / dwelling Single family vacant (subdivided) 1 parcel x 0.25 = 0.25 EDU / parcel Condominium 1 dwelling x 0.75 = 0.75 EDU / dwelling Multi -Family Res. 1 dwelling x 0.75 = 0.75 EDU / dwelling Mobile Home Parks 1 space x 0.5 = 0.50 EDU / space Developed Non -Residential 1 acre x 6.00 = 6.00 EDU / acre includes: commercial, industrial, church, and institutional uses Other 1 acre x 1.5 = 1.50 EDU / acre includes: vacant, parks, golf courses, public schools (K-12) and cemeteries Exempt 0 = 0.00 EDU / acre Residential Single Family Residences (SFR). A single family home equals 1 EDU. !� Multi -family Residences (Apartments and Condominiums) and Mobile Homes. Multi- family residential parcels and mobile home park equivalencies are determined by multiplying the number of dwelling units on each parcel by 0.75 and 0.5, respectively, due to the relative population density of these types of dwelling units and reduced unit size compared to the typical density and size of a SFR. Studies have consistently shown that the average apartment unit impacts infrastructure approximately 75% as much as a single-family residence, and the average mobile home unit impacts infrastructure approximately 50%. (Sources: Institute of RAsanta clarita\LDMD Group Annex2\Reports\westside LMD annex Final rpt l9marOM.doc Ci of Santa Clarita - Annexations into Detachments from Creation of New Zones and March 19 2008 City , Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, A2 and T1 (Various Zones) Final Engineer's Report, FY 2007-08 Page 10 Transportation Engineers Informational Report Trip Generation, Fifth Edition, 1991; Metcalf and Eddy, Wastewater Engineering Treatment, Disposal, Reuse, Third Edition, 1991). Trip generation and wastewater usage are a function of population density. Based on this, it is concluded that other infrastructure will be similarly impacted at a reduced level. The smaller average unit size of multiple -residential and mobile homes result in a lesser enhancement per unit to property values. The EDU's assigned to a multi -residential or a mobile home parcel are calculated based on the number of dwelling units and the appropriate EDU factor. For example, the EDU factor for multi -residential (0.75) is multiplied by the number of dwelling units on the parcel to determine the total EDU's for the multiple residential parcel. Similarly, the total EDU's for a mobile home parcel are calculated by multiplying the EDU factor (0.5) by the number of mobile home units on the parcel. Developed Non -Residential Developed non-residential properties are defined as improved commercial, industrial and institutional properties (such as churches and schools). In converting these properties to EDU's, the size of the parcels are compared to the median size of a single-family residential lot, which is 0.17 acres. This equals approximately 6 SFR lots per acre of land. Therefore, developed non- residential parcels are assigned EDU's at a rate of 6 EDU's per acre. The area of non-residential condominium parcels is calculated based on the individual area of the condo plus an equal share of the common area associated with the condominium project. Other In addition, parks are considered as vacant, as are public schools (K-12) and golf courses (both of which are considered as parks in the City's planning documents) and cemeteries, which are largely park -like. Because of the large open -space aspects of these properties, they are considered to be more like vacant land and therefore are not considered to benefit as much as more fully developed properties from the additional aesthetic enhancements provided by the improvements being maintained. RAsanta clarita\LDMD Group Annex2\Reports4estside LMD annex Final rpt 19=08Q.doc Vacant property consists of parcels with few or no improved structures. These properties have virtually no impacts on infrastructure to make a comparison to developed property; however, based on the Los Angeles County Assessor's data, the average land value of a SFR property is between 45% and 50% of the total value. Splitting the difference between value and impacts, vacant properties are assigned EDU's at the rate of 25 percent of improved property. A vacant parcel, designated exclusively for a single-family residential unit by a recorded Tract Map or Parcel Map, will be assigned 0.25 EDUs per lot. Other vacant parcels, including those properties designated for agricultural, park, golf course and cemetery uses, are assessed based upon the acreage of the parcel. All of these parcels will be assigned EDU's at the rate of 25% of the developed non-residential properties, or 1.5 EDU's per acre. In addition, parks are considered as vacant, as are public schools (K-12) and golf courses (both of which are considered as parks in the City's planning documents) and cemeteries, which are largely park -like. Because of the large open -space aspects of these properties, they are considered to be more like vacant land and therefore are not considered to benefit as much as more fully developed properties from the additional aesthetic enhancements provided by the improvements being maintained. RAsanta clarita\LDMD Group Annex2\Reports4estside LMD annex Final rpt 19=08Q.doc 1 t 1 1 1 1 City of Santa Clarita - Annexations into, Detachments from, Creation of New Zones, and March 19, 2008 Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, A2 and T1 (Various Zones) Final Engineer's Report, FY 2007-08 Page 11 Exempt Exempted from the assessment are the areas of streets, avenues, lanes, roads, drives, courts, alleys, and public easements, rights -of -ways, and parkways. Also exempted from assessment are utility rights-of-way used exclusively for utility transmission, common areas (such as in condominium complexes), land dedicated as open space, landlocked parcels and small parcels vacated by the City as these parcels have little or no value and therefore do not benefit from the improvements. BENEFIT ZONES District No. 1, Zone 2008-1 (Major Thoroughfare Medians) The maintenance of landscaping in the existing and planned medians within the existing and planned major thoroughfares of the City provides unique, distinct, special and direct benefit to all parcels in the City. The associated costs of these benefits, including city administration costs, are spread to all parcels within these areas based on Equivalent Dwelling Units (EDU's), as follows: Major Thoroughfare Medians Benefit - All Parcels in City Assessable Equivalent Dwelling Unit EDU Summary by Land Use No. of No. of No. of No. of Land Use Parcels Dwellings Acres EDU's Residential Single family home 33,172 33,389 33,389.000 Single family vacant 798 199.500 Multi -family residential 383 8,901 6,675.750 Condominiums 14,677 15,658 11,743.500 Mobile Home Parks 30 2,578 1,289.000 Developed Non -Residential Commercial 906 1,495.29 8,971.740 Industrial 639 1,436.19 8,617.140 Church, College 62 449.54 2,697.240 Other Vacant 968 6,968.43 10,452.645 Park 59 775.30 1,162.950 Public K-12 Schools 67 596.92 895.380 Golf Courses 15 563.87 845.805 Cemetery 1 20.09 30.135 Totals: 1 51,777 1 60,526 12,305.63 86,969.785 Note: Government properties are included within the categories above The maximum assessment rate for Major Thoroughfare Medians is calculated as follows: $4,804,251 _ 86,969.785 EDU = $55.25 / EDU Only those parcels that are annexed into Zone 2008-1 will be levied this assessment. The EDU's for these parcels are shown below: RAsanta clarita\LDMD Group Annex2\Reports4estside LMD annex Final rpt l9marOM.doc t r 11 '1l Cit of Santa Clarita - Annexations into Detachments from Creation of New Zones and March 19 2008 Y , Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, A2 and T1 (Various Zones) Final Engineer's Report, FY 2007-08 Page 12 Major Thoroughfare Medians Benefit - Zone 2008-1 Annexed Parcels Assessable Equivalent Dwelling Unit (EDU) Summary by Land Use TIG No. of No. of No. of No. of Land Use Parcels Dwellings Acres EDU's Residential T1D T1I TIN TIT Single family home 10,675 10,892 T1J 10,892.000 Single family vacant 49 T1-34 2.250 Multi -family residential 202 2,484 1,863.000 Condominiums 5,413 6,394 4,795.500 Mobile Home Parks 28 2,517 1,258.500 Developed Non -Residential Commercial 866 1,425.53 8,550.060 Industrial 616 1,356.36 8,138.160 Church, College 28 298.57 1,791.420 Other Vacant 395 1,538.94 2,279.295 Park 33 184.35 276.525 Public K-12 Schools 32 129.23 193.845 Golf Courses 6 307.37 461.055 Cemetery 1 20.09 30.135 Totals: 18,344 1 22,287 1 5,260.44 1 40,531.745 Note: Government properties are included within the categories above Therefore, the revenue generated by the parcels annexed into Zone 2008-1 for FY 2007-08 is calculated as follows: 40,531.745 EDU x $55.25 = $2,239,378.91 Until such time as the Citywide major thoroughfare median system is completed and the remaining City parcels are annexed into Zone 2008-1 (Major Thoroughfare Medians), an allowance will be made for the balance of the projected budget required for citywide major thoroughfare median maintenance. Any parcel that is being annexed into District No. 1, Zone 2008-1, that is in a Zone that currently includes only a District T1 Area -Wide Assessment (see list of Zones below) or a Zone A2 Annexation (see list of District A2 Annexations below) is being detached from those assessment Zones or annexations. A listing of these parcels is provided in the appendix. District T1 Zones / Annexations District T1 TIG T1K TIP T1Y T1-30 TIC T1H T1L T1R T1Z T1-32 T1D T1I TIN TIT T1-27 T1-33 TIF T1J TIO T1X T1-28 T1-34 District A2 - Annexation Areas 1 6 8 RAsanta clarita\LDMD Group Annex2\Reports\westside LMD annex Final rpt 19marOM.doc City of Santa Clarita - Annexations into, Detachments from, Creation of New Zones, and March 19 2008 Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, A2 and T1 (Various Zones) Final Engineer's Report, FY 2007-08 Page 13 Any parcel that is being annexed into District No. 1, Zone 2008-1, that is in a Zone that is currently includes Area Wide Assessments as well as funding for other amenities will have their assessment amounts decreased by the portion that is funding the Area Wide medians, such that no parcel shall pay for the major thoroughfare medians twice. District No. 1, Zone 15 (River Village) This Zone was previously established in 2006; however, due to changes to development densities and additional landscaping that was not envisioned at the time the Zone was established, the assessment rates need to be modified. The improvements include the slopes and parkways in street rights-of-way and easements within the boundaries of the River Village Development, including in Newhall Ranch Road and Santa Clarita Parkway, as well as the maintenance of areas designated as open space. The projected land uses and EDU's within this development are estimated as follows: i District No. 1, Zone 15 (River Village) Parcels Unit Count EDU's ' Anticipated Development SFR - Detached 432 DU's 432.000 Condominiums 583 DU's 437.250 Non -Residential 1 Acres 6.000 875.250 District No. 1, Zone 16 (Valencia Industrial Center) This Zone. was previously established; however, due to the creation of District 1, Zone 2008-1 (Major Thoroughfare Medians) this Zone is being expanded to include the parkways along Newhall Ranch Road from I-5 to McBean Parkway that are currently funded through District T1-34 (which is being dissolved) as well as local landscaping improvements in the areas north and south of Newhall Ranch Road that are currently being funded through District T1, Zone 10 - including annexations T10A-T1OG) - (which are being dissolved) and future local landscaping improvements. The improvements include the local street medians, parkways and side panels, street trees, local decorative monuments, and bus stop amenities , in rights-of-way and easements within and adjacent to the Zone. The land uses and EDU's being annexed into this Zone are as follows: Parcels Unit Count EDU's District No. 1, Zone 16 (Valencia Industrial Center) - New Annexation Area Multi -Family Res. 1 115 DU's 86.250 Non -Residential 184 484.67 Acres 2,908.020 Vacant / School 12 296.57 Acres 444.855 3,439.125 RAsanta clarita\LDMD Group Annex2\Reports4estside LMD annex Final rpt 19marOM.doc City of Santa Clarita - Annexations into, Detachments from, Creation of New Zones, and March 19, 2008 Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, A2 and T1 (Various Zones) Final Engineer's Report, FY 2007-08 Page 14 This Zone was previously established as District 1 Zone 1 — Annexation IE; however, due to a reduction in buildable acreage and an increase in the potential for maintaining the extensive irrigated slopes which were previously not envisioned at the time the Zone was established, the assessment rates need to be modified. This Zone is being re-established as District 1 Zone 20 (Golden Valley Ranch — Commercial) and the parcels included in this new Zone will be detached from District 1 Zone 1 — Annexation 1E. I RAsanta clarita\LDMD Group Annex2\Reports\westside LMD annex Final rpt 19marHv2.doc District No. 1, Zone 18 (Town Center / Tourney Road) This Zone incorporates two areas with similar levels of improvements in and directly adjacent to them. This Zone incorporates the improvements previously funded by District T1, Zone T9 (including Annexations T9A-T9G) which is being dissolved. The improvements include the local street medians, parkways and side panels, street trees, local decorative monuments, bus stop amenities and local trails and paseos, in rights-of-way and easements within and adjacent to the Zone. The land uses and EDU's within this Zone are as follows: Parcels Unit Count EDU's District No. 1, Zone 18 (Town Center / Tourney Road) Condo 1,105 1,105 DU's 828.750 Multi -Family Res. 6 1,233 DU's 924.750 SFR Vacant 2 Non -Residential 147 0.500 357.76 Acres 2,146.560 Vacant / Park / Golf 50 311.71 Acres 467.565 1,310 4,368.125 District No. 1, Zone 19 (Bridgeport /Bouquet) This Zone incorporates the Bridgeport / Bouquet area. The improvements include the local street medians, parkways and side panels, street trees, local decorative monuments, and bus stop amenities, in rights-of-way and easements within and adjacent to the Zone. The land uses and EDU's within this Zone are as follows: Parcels Unit Count EDU's District No. 1, Zone 19 (Bridgeport / Bouquet) SFR - Detached 459 459 DU's 459.000 Condo 346 346 DU's 259.500 Multi -Family Res. 1. 188 DU's 141.000 Non -Residential 22 44.65 Acres 267.900 Vacant / School / Park 7 32.69 Acres 49.035 835 1,176.435 District No. 1, Zone 20 (Golden Valley Ranch — Commercial) This Zone was previously established as District 1 Zone 1 — Annexation IE; however, due to a reduction in buildable acreage and an increase in the potential for maintaining the extensive irrigated slopes which were previously not envisioned at the time the Zone was established, the assessment rates need to be modified. This Zone is being re-established as District 1 Zone 20 (Golden Valley Ranch — Commercial) and the parcels included in this new Zone will be detached from District 1 Zone 1 — Annexation 1E. I RAsanta clarita\LDMD Group Annex2\Reports\westside LMD annex Final rpt 19marHv2.doc City of Santa Clarita — Annexations into, Detachments from, Creation of New Zones, and March 19, 2008 Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, A2 and T1 (Various Zones) Final Engineer's Report, FY 2007-08 Page 15 The improvements include the local street medians, slopes and parkways in rights-of-way and easements within and adjacent to the Zone. The projected land uses and EDU's within this development area are estimated as follows: ' Parcels Unit Count EDU's District No. 1, Zone 20 (Golden Valley Ranch - Commercial) 6 Anticipated Development Commercial 56.22 Acres 337.320 337.320 RAsanta clarita\LDMD Group Annex2\Reports4estside LMD annex Final rpt 19mar08Q.doc *The maximum annual maintenance assessment rates will be increased each subsequent Fiscal Year by the annual change in the Consumer Price Index (CPI), during the preceding year, for All Urban Consumers, for the Los Angeles, Riverside and Orange County areas, published by the United States Department of Labor, Bureau of Labor Statistics (or a reasonably equivalent index should the stated index be discontinued). 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. 1 tR:\santa clarita\LDMD Group Annex2\Reports\westside LMD annex Final rpt 19marNv2.doc City of Santa Clarita — Annexations into, Detachments from, Creation of New Zones, and March 19, 2008 Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, A2 and T1 (Various Zones) Final Engineer's Report, FY 2007-08 Page 16 ASSESSMENT APPORTIONMENT AND RATES The table below provides the assessment apportionment for the annexation areas and shows the estimated maximum annual assessment rate per Equivalent Dwelling Unit for FY 2007-08. FY 07-08 FY 07-08 Max. Prev. 07-08 District 1 Adjustments & Annexations EDU's Max. Costs Asmt Rate* Asmt Rate Zone 2008-1 (Major Thoroughfare Medians) 40,531.745 $2,239,379.00 $55.25 / EDU Various Zone 15 (River Village) 875.250 $746,300.00 $852.68 / EDU $241.67 / EDU Zone 16 (Valencia Industrial Center) 3,439.125 $93,278.88 $27.13 / EDU Various Zone 18 (Town Center / Tourney Road) 4,368.125 $742,551.00 $170.00 / EDU Various Zone 19 (Bridgeport / Bouquet) 1,176.435 $79,437.20 $67.53 / EDU Various Zone 20 (Golden Valley Ranch - Commercial) 337.320 $893,456.00 $2,648.69 / EDU $1,708.91 / EDU *The maximum annual maintenance assessment rates will be increased each subsequent Fiscal Year by the annual change in the Consumer Price Index (CPI), during the preceding year, for All Urban Consumers, for the Los Angeles, Riverside and Orange County areas, published by the United States Department of Labor, Bureau of Labor Statistics (or a reasonably equivalent index should the stated index be discontinued). 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. 1 tR:\santa clarita\LDMD Group Annex2\Reports\westside LMD annex Final rpt 19marNv2.doc City of Santa Clarita - Annexations into, Detachments from, Creation of New Zones, and March 19, 2008 Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, A2 and T1 (Various Zones) Final Engineer's Report, FY 2007-08 Page 17 PART D ASSESSMENT ROLL The Assessment Roll is a listing of the proposed maximum 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 under separate cover and 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. RAsanta clarita\LDMD Group Annex2Uteports4estside LMD annex Final rpt ]9mar08v2.doc City of Santa Clarita - Annexations into, Detachments from, Creation of New Zones, and March 19, 2008 Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, A2 and T1 (Various Zones) Final Engineer's Report, FY 2007.08 Page 18 ' PART E ASSESSMENT DIAGRAM Assessment Diagrams for the Maintenance District Annexations are provided on the following pages. The lines and dimensions of each lot or parcel within the Annexations 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. 1 11 IRAsanta clarita\LDMD Group Annex2\Reports\westside LIVID annex Final rpt l9mar08Q.doc n 1 1 1 City of Santa Clarita — Annexations into, Detachments from, Creation of New Zones, and March 19, 2008 Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, A2 and T1 (Various Zones) Final Engineer's Report, FY 2007-08 Page 19 1 Usanta clarita\LDMD Group Annex2\Reports\westside LMD annex Final rpt l9marOM.doc 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 City of Santa Clarita — Annexations into, Detachments from, Creation of New Zones, and March 19, 2008 Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, A2 and T1 (Various Zones) Final Engineer's Report, FY 2007.08 Page 20 K� S 5, h � z ... > E rte`" �_ 0 3 �6 N 0 W tr i S 5, � J S Tay d C 7. R:\santa clarita\LDMD Group Annex2\Reports4estside LMD annex Final rpt l9marOM.doc h � _ s 3 � J S Tay d C 7. R:\santa clarita\LDMD Group Annex2\Reports4estside LMD annex Final rpt l9marOM.doc 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 City of Santa Clarita — Annexations into, Detachments from, Creation of New Zones, and March 19, 2008 Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, A2 and T1 (Various Zones) Final Engineer's Report, FY 2007-08 Page 21 RAsanta clarita\LDMD Group Annex2\Reports4estside LMD annex Final rpt 19marO8v2.doc 1 1 1 1 1 1 1 1 1 1 1 1 1 1 City of Santa Clarita — Annexations into, Detachments from, Creation of New Zones, and March 19, 2008 Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, A2 and T1 (Various Zones) Engineer's Report, FY 2007-08 EXHIBIT A List of Parcels Being Detached from Various Landscape Maintenance Districts The listing of parcels within the following Districts/Zones/Annexations is on file with the City Clerk: District A2 — Annexation Areas 1 6 8 District 1— Zone 1— Annexation IE District T1 Zones / Annexations District T1 T1G T1K TIP T1Y T1-30 TIC T1H TIL T1R T1Z T1-32 TID T1I TIN TIT T1-27 T1-33 TIF T1J TIO T1X T1-28 T1-34 RAsanta clarita\LDMD Group Annex2\Reports\westside LMD annex Final rpt 19marOM.doc