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HomeMy WebLinkAbout2008-06-24 - AGENDA REPORTS - SD ANNUAL LEVY ASMT (2)Agenda Item• 1 CITY OF SANTA CLARITA AGENDA REPORT PUBLIC HEARING City Manager Approval: Item to be presented by: Dennis Luppens DATE: June 24, 2008 SUBJECT: ANNUAL LEVY OF ASSESSMENTS FOR SPECIAL DISTRICTS DEPARTMENT: Administrative Services RECOMMENDED ACTION City Council: 1. Conduct a public hearing. 2. Upon conclusion of the public hearing, -adopt the resolutions approving the Final Engineer's Reports and ordering the levy and collection of assessments and continued maintenance for Fiscal Year 2008-09 for the following special districts: Drainage Benefit Assessment Areas 3, 6, 18, 19, 20, 22 and 2008-1 (River Village); Landscape Maintenance Districts Nos. 1, T1, and A2; Streetlight Maintenance District No. 1; Golden Valley Ranch Open Space Maintenance District, and Open Space Preservation District. BACKGROUND At the June 10, 2008 meeting, the Council approved five preliminary Engineer's Reports for Special Districts. No changes have been made to the reports, and adoption of resolutions to approve the Final Assessment Engineer's Reports and direct the consulting Engineer to levy assessments is required pursuant to the Landscaping and Lighting Act of 1972 (commencing with Section 22500 of the California Streets and Highways Code) and the Benefit Assessment Act of 1982 (commencing with Section 54703 of the California Government Code), as applicable, in order for the City to levy special assessments for Fiscal Year 2008-2009. If adopted, staff will file with the Los Angeles County Assessor data necessary for the assessments for the special districts listed below to be collected with the regular property taxes for FY 08-09. 1) Drainage Benefit Assessment Areas (DBAA) 3, 6, 18, 19, 20, 22, and 2008-1 2) Landscape Maintenance Assessment Districts (LMD) Nos. 1, T-1 , and A-2 3) Streetlight Maintenance District (SMD) No. 1 ke-%c, 0X 71 (Ze-1,0• o Q --7q Moptedo kms, o,�- T73 4) Golden Valley Ranch Open Space Maintenance District (GVROSMD) 5) Open Space Preservation District (OSPD) Recommended Rate Adjustment - Open Space Preservation District As overwhelmingly authorized by the property owners of the City of Santa Clarita, the assessment for the Open Space Preservation District may be increased annually by up to $1 per benefit unit. To maximize the financial resources available for the purchase and preservation of undeveloped land, and to make debt service payments on the Certificates of Participation (COP'S) issued last year, included in the Assessment Engineer's Report is a recommendation to increase the assessment rate by $1 per benefit unit. In addition, on May 29, 2008, the Financial Accountability and Audit Panel unanimously approved the Open Space Acquisition Implementation Work Program. The Open Space Acquisition Implementation Work Program is presented to Council as an attachment to the Assessment Engineer's Report for the Open Space Preservation District, as the two are considered companion documents. Recommended Rate Adjustment — Other Special Districts To fund existing improvements and services, and to maintain necessary financial and capital replacement reserves, included in the Engineer's Reports for the DBAA, LMD, SMD and GVROSMD are recommendations to adjust rates by 3.3%, based on the annual change in the Consumer Price Index (CPI), as authorized by the property owners at the time of the creation of these districts. The following is a brief description of these special districts: Drainage Benefit Assessment Areas (DBAA) There are seven separate DBAAs administrated by the City created pursuant to the Benefit Assessment Act of 1982. Each has the primary purpose of preventing groundwater from rising to a point where property damage could occur, and/or channeling surface and sub -surface water to drainage areas. Combined, the DBAAs are equipped with 4 pump stations, 5 flow meters, 22 hydraugers, 38 observation wells, and various surface and sub -drainage systems. Landscape Maintenance Assessment Districts (LMD) The Landscape Maintenance Districts (LMD) are comprised of 3 districts, and within these districts are 35 zones created pursuant to the Landscaping and Lighting Act of 1972. The LMD maintains approximately 700 acres of landscape areas, including street medians, parkways, side panels, monuments, 3 parks, 20 miles of paseos, and 30,000 trees. Streetlight Maintenance District No. 1 (SMD) The Streetlight Maintenance District (SMD) was created pursuant to the Landscaping and Lighting Act of 1972. Funded by the SMD are the operation and maintenance of approximately 15,000 streetlights located throughout the City. Golden Valley Ranch Open Space Maintenance District (GVROSMD) As a condition of development approval, 900 -plus acres of natural, undeveloped land within the Golden Valley Ranch development was required to be preserved. To provide for the stewardship of this preserved land, the Golden Valley Ranch Open Space Maintenance District (GVROSMD) was created pursuant to the Landscaping and Lighting Act of 1972. Open Space Preservation District (OSPD) The Open Space Preservation District (OSPD) was overwhelmingly approved by Santa Clarita property owners in an assessment ballot process by a 69 percent to 31 percent margin and was formally created by the City Council on July 17, 2007. The objective of the OSPD is to enhance the City's existing open space, park and parkland program through the purchase of property the City Council determines valuable and/or strategic to preserving undeveloped land in and around the City of Santa Clarita. The OSPD was created pursuant to the Landscaping and Lighting Act of 1972. ALTERNATIVE ACTION Other direction as determined by City Council. FISCAL IMPACT No impact to the General Fund. Revenues and expenditures to administrate and operate these districts are proposed in the FY 2008-2009 City Budget. ATTACHMENTS Resolution - Drainage Benefit Assessment Areas Nos. 3, 6, 18, 19, 20, 22, and 2008-1 Resolution - Landscape Maintenance Districts Nos. 1, T-1, and A-2 Resolution - Streetlight Maintenance District No. 1 Resolution - Golden Valley Ranch Open Space Maintenance District Resolution - Open Space Preservation District DBAA Engineer's Report available in the City Clerk's Reading File LMD Engineer's Report available in the City Clerk's Reading File SMD Engineer's Report available in the City Clerk's Reading File GVROS Engineer's Report available in the City Clerk's Reading File OSPD 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, 1st floor, Santa Clarita, California, on the 24th day of June 2008, at or after 6:00 p.m., to consider the annual levy of assessments for the City's special districts. These districts include: landscape maintenance, streetlight maintenance, Golden Valley open space, open space preservation, 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 12, 2008 Sharon L. Dawson, CMC City Clerk Publish Date: June 14, 2008 S \FIMLMD\Councd LMDWnn Levy 2008-09\Public Heanng Notice Ann] Levy doc RESOLUTION NO. 08- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA CLARITA, CALIFORNIA, APPROVING THE FINAL ENGINEER'S ANNUAL LEVY REPORT, ORDERING THE LEVY AND COLLECTION OF ASSESSMENTS AND CONTINUED MAINTENANCE FOR THE CITY OF SANTA CLARITA DRAINAGE BENEFIT ASSESSMENT AREAS 3, 6, 18, 19, 20, 22, and 2008-1 FOR FISCAL YEAR 2008/2009 WHEREAS, the City Council, pursuant to the provisions of the Benefit Assessment Act of 1982, Chapter 6.4 of Part 1 of Division 2 of Title 5 of the California Government Code, (commencing with Section 54703) (hereafter referred to as the "Act") did by previous Resolution, order the Engineer, Harris & Associates, to prepare and file a report in connection with the proposed levy and collection of assessments for the assessment districts known and designated as the City of Santa Clarita Drainage Benefit Assessment Areas 3, 6, 18, 19, 20, 22 and 2008-1 (hereafter referred to as the "DBAAs"), for the fiscal year commencing July 1, 2008 and ending June 30, 2009; and WHEREAS, said Resolution was duly and legally published in the time, form, and manner as required by law and which Resolution is on file in the Office of the City Clerk; and WHEREAS, the Engineer has prepared and filed with the City Clerk of the City of Santa Clarita and the City Clerk has presented to the City Council such report entitled "Final Engineer's Report, City of Santa Clarita Drainage Benefit Assessment Areas 3, 6, 18, 19, 20, 22 and 2008-1, Fiscal Year 2008/2009" (hereafter referred to as the "Report"); and WHEREAS, the City Council has carefully examined and reviewed the Report as presented, and is satisfied with each and all of the items and documents as set forth therein, and finds that the levy has been spread in accordance with the special benefits received from the improvements, operation, maintenance, and services to be performed, as set forth in said Report; and WHEREAS, the City Council desires to levy and collect assessments against parcels of land within the DBAAs for the Fiscal Year commencing July 1, 2008 and ending June 30, 2009, to pay the costs and expenses of operating, maintaining, and servicing the improvements within the DBAAs; and WHEREAS, the Assessment rates within the DBAAs are exempt from the assessment balloting procedures set forth in Section 4 of Proposition 218 because they were formed by consent of the land owners, and the proposed Assessments per lot or parcel are not proposed to increase by more than the assessment rates approved by the landowners at the time of annexation into the DBAAs. NOW, THEREFORE, the City Council of the City of Santa Clarita does hereby resolve as follows: SECTION 1. The above recitals are all true and correct. SECTION 2. The Final Engineer's Report as presented consists of the following: a. Plans and specifications describing the general nature, location, and extent of the improvements to be maintained and of the maintenance work; b. Estimate of the cost ofrmaintenance of the improvements for the DBAAs for the Fiscal Year 2008/2009; c. An annual assessment for Fiscal Year 2008/2009 of the estimated costs of the maintenance of those improvements to be maintained during such Fiscal Year, assessing the net amount upon all assessable lots and/or parcels within the DBAAs in proportion to the special benefits received; together with a formula pursuant to which such annual assessment may be adjusted annually for inflation pursuant to the Assessment Law without the necessity for additional assessment ballot procedures. The Final Engineer's Report, as presented, is hereby approved, and is ordered to be filed in the Office of the Clerk of the City Council as a permanent record and to remain open to public inspection. SECTION 3. The Clerk of the City Council shall certify to the passage and adoption of this Resolution, and the minutes of this meeting shall so reflect the presentation of the Assessment Engineer's Report. SECTION 4. That the City hereby proposes an annual levy of assessments for Santa Clarita Drainage Benefit Assessment Areas 3, 6, 18, 19, 20, 22 and 2008-1 thereon to provide for the following work: The maintenance of drainage improvements shall in the furnishing of services and materials for the ordinary and usual maintenance, operation, and servicing of the improvements. SECTION 5. Following notice duly given, the City Council has held a full and fair Public Hearing regarding its Resolution Approving and or Amending the Report prepared in connection therewith; the levy and collection of assessments, and considered all oral and written statements, protests and communications made or filed by interested persons. SECTION 6. The City Council hereby finds that each and every part of the Engineer's Report is sufficient, and the City Council hereby approves, passes on, and adopts the Engineer's Report as submitted to the City Council and filed with the City Clerk. 2 SECTION 7. The City Council does hereby reference the Engineer's Report, which indicates the amount of the assessments, the DBAA boundaries, detailed descriptions of the improvements, and the methods of assessment. The Engineer's Report is on file in the office of the City Clerk, and reference to the Engineer's Report is hereby made for all particulars. SECTION 8. The City Council hereby directs staff to file said assessments with the County Auditor for collection with the regular property taxes for Fiscal Year 2008/2009. SECTION 9. The City Clerk shall certify to the adoption of this Resolution. PASSED, APPROVED AND ADOPTED this 24th day of June, 2008. ATTEST: CITY CLERK K3 H •, 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 24th day of June, 2008, by the following vote: AYES: COUNCILMEMBERS: NOES: COUNCILMEMBERS: ABSENT: COUNCILMEMBERS: 4 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 June 24, 2008, which is now on file in my office. Witness my hand and seal of the City of Santa Clarita, California, this day of 520. Sharon L. Dawson, CMC City Clerk an Deputy City Clerk 5 RESOLUTION NO. 08- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA CLARITA, CALIFORNIA APPROVING THE FINAL ENGINEER'S ANNUAL LEVY REPORT, ORDERING THE LEVY AND COLLECTION OF ASSESSMENTS AND CONTINUED MAINTENANCE FOR ALL ZONES WITHIN THE CITY OF SANTA CLARITA LANDSCAPE MAINTENANCE ASSESSMENT DISTRICTS NOS. 1, T1 AND A2 FOR FISCAL YEAR 2008/09 WHEREAS, the City Council, pursuant to the provisions of the Landscape and Lighting Act of 1972, Part 2, Division 15 of the California Streets and Highways Code (commencing with Section 22500) (hereafter referred to as the "Act") did by previous Resolution, order the Engineer, Harris & Associates, to prepare and file a report in accordance with Chapter 1, Article 4, of the Act, commencing with Section 22565, in connection with the proposed levy and collection of assessments for the Santa Clarita Landscape Maintenance Districts Nos. 1, T1 and A2, and Zone Nos. 2008-1, 1, 2, 3, 4, 5, 6, 7, 8, 15, 16, 17, 18, 19, 20, T2, T3, T4, T5, T6, T7, T8, T17, T23, T23A, T23B, T29,T31, T42A, T42B, T42C, T46, T47 and T52 (the "Districts") for the fiscal year commencing July 1, 2008 and ending June 30, 2009; and WHEREAS, the City Council of the City of Santa Clarita is desirous to take proceedings to provide for the annual levy of assessments for Fiscal Year 2008/09 to provide for the costs and expenses necessary to pay for the maintenance of the improvements in said Districts; and, WHEREAS, said Resolution was duly and legally published in the time,* form, and manner as required by law and which Resolution is on file in the Office of the City Clerk; and WHEREAS, the Engineer has prepared and filed with the City Clerk of the City of Santa Clarita and the City Clerk has presented to the City Council such report entitled "Final Engineer's Report, City of Santa Clarita Landscape Maintenance District Nos. 1, T1 and A2, Fiscal Year 2008/2009" (hereafter referred to as the "Report"); and WHEREAS, the City Council has carefully examined and reviewed the Report as presented, and is satisfied with each and all of the items and documents as set forth therein, and finds that the levy has been spread in accordance with the special benefits received from the improvements, operation, maintenance, and services to be performed, as set forth in said Report; and WHEREAS, the City Council desires to levy and collect assessments against parcels of land within the District for the Fiscal Year commencing July 1, 2008 and ending June 30, 2009, to pay the costs and expenses of operating, maintaining, and servicing the improvements within the District; and WHEREAS, the Assessment rates within the District are exempt from the assessment balloting procedures set forth in Section 4 of Proposition 218 because the District was formed by consent of the land owners, and the proposed Assessments per lot or parcel are not proposed to increase by more than the assessment rates approved by the landowners at the time of annexation into the District. NOW THEREFORE, the City Council of the City of Santa Clarita does hereby resolve as follows: SECTION 1. Recitals: That the above recitals are all true and correct. SECTION 2. The Final Engineer's Reports as presented consist of the following: a. Plans and specifications describing the general nature, location, and extent of the improvements to be maintained and of the maintenance work; b. Estimate of the cost of maintenance of the improvements for the Districts for the Fiscal Year 2008/2009; c. An annual assessment for Fiscal Year 2008/2009 of the estimated costs of the maintenance of those improvements to be maintained during such Fiscal Year, assessing the net amount upon all assessable lots and/or parcels within the Districts in proportion to the special benefits received; together with a formula pursuant to which such annual assessment may be adjusted annually for inflation pursuant to the Assessment Law without the necessity for additional assessment ballot procedures. The Final Engineer's Report, as presented, is hereby approved, and is ordered to be filed in the Office of the Clerk of the City Council as a permanent record and to remain open to public inspection. SECTION 3. The Clerk of the City Council shall certify to the passage and adoption of this Resolution, and the minutes of this meeting shall so reflect the presentation of the Assessment Engineer's Report. SECTION 4. That the City hereby proposes an annual levy of assessments for Santa Clarita Landscape Maintenance Districts Nos. 1, T1 and A2 thereon to provide for the following work: The installation, construction, or maintenance of any authorized improvements under the Act, including, but not limited to landscape and irrigation improvements and any facilities which are appurtenant to any of the aforementioned or which are necessary or convenient for the maintenance or servicing thereof. 2 SECTION 5. Following notice duly given, the City Council has held a full and fair Public Hearing regarding its Resolution Approving and or Amending the Report prepared in connection therewith; the levy and collection of assessments, and considered all oral and written statements, protests and communications made or filed by interested persons. SECTION 6. The City Council hereby finds that each and every part of the Engineer's Report is sufficient, and the City Council hereby approves, passes on, and adopts the Engineer's Report as submitted to the City Council and filed with the City Clerk. SECTION 7. The City Council does hereby reference the Engineer's Reports, which indicate the amount of the assessments, each Districts' boundaries, description of improvements and the methods of assessment. The Engineer's Reports are on file in the office of the City Clerk, and reference to the Engineer's Reports is hereby made for all particulars. SECTION 8. The City Council hereby directs staff to file said assessments with the County Auditor for collection with the regular property taxes for Fiscal Year 2008/2009. SECTION 9 Adoption Of Resolution: The City Clerk shall certify to the adoption of this Resolution. PASSED, APPROVED AND ADOPTED this day of 2008. ATTEST: CITY CLERK 3 MAYOR 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 of Santa Clarita at a regular meeting thereof, held on the day of , 2008, by the following vote of the City Council: AYES: COUNCILMEMBERS: NOES: COUNCILMEMBERS: ABSENT: COUNCILMEMBERS: 4 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 2008, which is now on file in my office. Witness my hand and seal of the City of Santa Clarita, California, this _ day of , 2008. Sharon L. Dawson, CMC City Clerk Deputy City Clerk 5 RESOLUTION NO. 08- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA CLARITA, CALIFORNIA, APPROVING THE FINAL ENGINEER'S ANNUAL LEVY REPORT, ORDERING THE LEVY AND COLLECTION OF ASSESSMENTS AND CONTINUED MAINTENANCE FOR THE CITY OF SANTA CLARITA STREETLIGHT MAINTENANCE DISTRICT NO. 1 FOR FISCAL YEAR 2008/2009 WHEREAS, the City Council, pursuant to the provisions of the Landscape and Lighting Act of 1972, Part 2, Division 15 of the California Streets and Highways Code (commencing with Section 22500) (hereafter referred to as the "Act") did by previous Resolution, order the Engineer, Harris & Associates, to prepare and file a report in accordance with Chapter 1, Article 4, of the Act, commencing with Section 22565, in connection with the proposed levy and collection of assessments for the District known and designated as the City of Santa Clarita Streetlight Maintenance District No. 1 (hereafter referred to as the "District"), for the fiscal year commencing July 1, 2008 and ending June 30, 2009; and WHEREAS, said Resolution was duly and legally published in the time, form, and manner as required by law and which Resolution is on file in the Office of the City Clerk; and WHEREAS, the Engineer has prepared and filed with the City Clerk of the City of Santa Clarita and the City Clerk has presented to the City Council such report entitled "Final Engineer's Report, City of Santa Clarita Streetlight Maintenance District No. 1, Fiscal Year 2008/2009" (hereafter referred to as the "Report"); and WHEREAS, the City Council has carefully examined and reviewed the Report as presented, and is satisfied with each and all of the items and documents as set forth therein, and finds that the levy has been spread in accordance with the special benefits received from the improvements, operation, maintenance, and services to be performed, as set forth in said Report; and WHEREAS, the City Council desires to levy and collect assessments against parcels of land within the District for the Fiscal Year commencing July 1, 2008 and ending June 30, 2009, to pay the costs and expenses of operating, maintaining, and servicing the improvements within the District; and WHEREAS, the Assessment rates within the District are exempt from the assessment balloting procedures set forth in Section 4 of Proposition 218 because the District was formed by consent of the land owners, and the proposed Assessments per lot or parcel are not proposed to increase by more than the assessment rates approved by the landowners at the time of annexation into the District. NOW, THEREFORE, the City Council of the City of Santa Clarita does hereby resolve as follows: SECTION 1. The above recitals are all true and correct. SECTION 2. The Final Engineer's Report as presented consists of the following: a. Plans and specifications describing the general nature, location, and extent of the improvements to be maintained and of the maintenance work; b. Estimate of the cost of maintenance of the improvements for the District for the Fiscal Year 2008/2009; c. An annual assessment for Fiscal Year 2008/2009 of the estimated costs of the maintenance of those improvements to be maintained during such Fiscal Year, assessing the net amount upon all assessable lots and/or parcels within the District in proportion to the special benefits received; together with a formula pursuant to which such annual assessment may be adjusted annually for inflation pursuant to the Assessment Law without the necessity for additional assessment ballot procedures. The Final Engineer's Report, as presented, is hereby approved, and is ordered to be filed in the Office of the Clerk of the City Council as a permanent record and to remain open to public inspection. SECTION 3. The Clerk of the City Council shall certify to the passage and adoption of this Resolution, and the minutes of this meeting shall so reflect the presentation of the Assessment Engineer's Report. SECTION 4. That the City hereby proposes an annual levy of assessments for Santa Clarita Streetlight Maintenance District No. 1 thereon to provide for the following work: Installation, construction, or maintenance of any authorized improvements under the Act, including, but not limited to streetlighting improvements and any facilities which are appurtenant to any of the aforementioned or which are necessary or convenient for the maintenance or servicing thereof. SECTION 5. Following notice duly given, the City Council has held a full and fair Public Hearing regarding its Resolution Approving and or Amending the Report prepared in connection therewith; the levy and collection of assessments, and considered all oral and written statements, protests and communications made or filed by interested persons. SECTION 6. The City Council hereby finds that each and every part of the Engineer's Report is sufficient, and the City Council hereby approves, passes on, and adopts the Engineer's Report as submitted to the City Council and filed with the City Clerk. 2 SECTION 7. The City Council does hereby reference the Engineer's Report, which indicates the amount of the assessments, the District boundaries, detailed description of improvements and the method of assessment. The Engineer's Report is on file in the office of the City Clerk, and reference to the Engineer's Report is hereby made for all particulars. SECTION 8. The City Council hereby directs staff to file said assessments with the County Auditor for collection with the regular property taxes for Fiscal Year 2008/2009. SECTION 9. The City Clerk shall certify to the adoption of this Resolution. PASSED, APPROVED AND ADOPTED this 24th day of June, 2008. ATTEST: CITY CLERK 3 IuMSI7 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 24th day of June, 2008, by the following vote: AYES: COUNCILMEMBERS: NOES: COUNCILMEMBERS: ABSENT: COUNCILMEMBERS: 4 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 June 24, 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 Deputy City Clerk L 5 RESOLUTION NO. 08- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA CLARITA, CALIFORNIA, APPROVING THE FINAL ENGINEER'S ANNUAL LEVY REPORT, ORDERING THE LEVY AND COLLECTION OF ASSESSMENTS AND CONTINUED MAINTENANCE FOR THE CITY OF SANTA CLARITA GOLDEN VALLEY RANCH OPEN SPACE MAINTENANCE DISTRICT FOR FISCAL YEAR 2008/2009 WHEREAS, the City. Council, pursuant to the provisions of the Landscape and Lighting Act of 1972, Part 2, Division 15 of the California Streets and Highways Code (commencing with Section 22500) (hereafter referred to as the "Act") did by previous Resolution, order the Engineer, Harris & Associates, to prepare and file a report in accordance with Chapter 1, Article 4, of the Act, commencing with Section 22565, in connection with the proposed levy and collection of assessments for the District known and designated as the City of Santa Clarita Golden Valley, Ranch Open Space Maintenance District (hereafter referred to as the "District"), for the fiscal year commencing July 1, 2008 and ending June 30, 2009; and WHEREAS, said Resolution was duly and legally published in the time, form, and manner as required by law and which Resolution is on file in the Office of the City Clerk; and WHEREAS, the Engineer has prepared and filed with the City Clerk of the City of Santa Clarita and the City Clerk has presented to the City Council such report entitled "Final Engineer's Report, City of Santa Clarita Golden Valley Ranch Open Space Maintenance District, Fiscal Year 2008/2009" (hereafter referred to as the "Report"); and WHEREAS, the City Council has carefully examined and reviewed the Report as presented, and is satisfied with each and all of the items and documents as set forth therein, and finds that the levy has been spread in accordance with the special benefits received from the improvements, operation, maintenance, and services to be performed, as set forth in said Report; and WHEREAS, the City Council desires to levy and collect assessments against parcels of land within the District for the Fiscal Year commencing July 1, 2008 and ending June 30, 2009, to pay the costs and expenses of operating, maintaining, and servicing the improvements within the District; and WHEREAS, the Assessment rates within the District are exempt from the assessment balloting procedures set forth in Section 4 of Proposition 218 because the District was formed by consent of the land owners, and the proposed Assessments per lot or parcel are not proposed to increase by more than the assessment rates approved by the landowners at the time of annexation into the District. NOW, THEREFORE, the City Council of the City of Santa Clarita does hereby resolve as follows: SECTION 1. The above recitals are all true and correct. r SECTION 2. The Final Engineer's Report as presented consists of the following: a. Plans and specifications describing the general nature, location, and extent of the improvements to be maintained and of the maintenance work; b. Estimate of the cost of maintenance of the improvements for the District for the Fiscal Year 2008/2009; c. An annual assessment for Fiscal Year 2008/2009 of the estimated costs of the maintenance of those improvements to be maintained during such Fiscal Year, assessing the net amount upon all assessable lots and/or parcels within the District in proportion to the special benefits received; together with a formula pursuant to which such annual assessment may be adjusted annually for inflation pursuant to the Assessment Law without the necessity for additional assessment ballot procedures. The Final Engineer's Report, as presented, is hereby approved, and is ordered to be filed in the Office of the Clerk of the City Council as a permanent record and to remain open to public inspection. SECTION 3. The Clerk of the City Council shall certify to the passage and adoption of this Resolution, and the minutes of this meeting shall so reflect the presentation of the Assessment Engineer's Report. SECTION 4. That the City hereby proposes an annual levy of assessments for Santa Clarita Open Space Preservation District thereon to provide for the following work: Installation, construction, or maintenance of any authorized improvements under the Act, including, but not limited to landscape and irrigation improvements and any facilities which are appurtenant to any of the aforementioned or which are necessary or convenient for the maintenance or servicing thereof.. SECTION 5. Following notice duly given, the City Council has held a full and fair Public Hearing regarding its Resolution Approving and or Amending the Report prepared in connection therewith; the levy and collection of assessments, and considered all oral and written statements, protests and communications made or filed by interested persons. SECTION 6. The City Council hereby finds that each and every part of the Engineer's Report is sufficient, and the City Council hereby approves, passes on, and adopts the Engineer's Report as submitted to the City Council and filed with the City Clerk. 4 �l SECTION 7. The City Council does hereby reference the Engineer's Report, which indicates the amount of the assessments, the District boundaries, detailed description of improvements and the method of assessment. The Engineer's Report is on file in the office of the City Clerk, and reference to the Engineer's Report is hereby made for all particulars. SECTION 8. The City Council hereby directs staff to file said assessments with the County Auditor for collection with the regular property taxes for Fiscal Year 2008/2009. SECTION 9. The City Clerk shall certify to the adoption of this Resolution. r PASSED, APPROVED AND ADOPTED this 24th day of June, 2008. ATTEST: CITY CLERK U 3 MAYOR 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 24th day of June, 2008, by the following vote: AYES: COUNCILMEMBERS: NOES: COUNCILMEMBERS: ABSENT: COUNCILMEMBERS: 4 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 June 24, 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 Deputy City Clerk 5 RESOLUTION NO. 08- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA CLARITA, CALIFORNIA, APPROVING THE FINAL ENGINEER'S ANNUAL LEVY REPORT, ORDERING THE LEVY AND COLLECTION OF ASSESSMENTS AND CONTINUED MAINTENANCE FOR THE CITY OF SANTA CLARITA OPEN SPACE PRESERVATION DISTRICT FOR FISCAL YEAR 2008/2009 WHEREAS, the City Council, pursuant to the provisions of the Landscape and Lighting Act of 1972, Part 2, Division 15 of the California Streets and Highways Code (commencing with Section 22500) (hereafter referred to as the "Act") did by previous Resolution, order the Engineer, Harris & Associates, to prepare and file a report in accordance with Chapter 1, Article 4, of the Act, commencing with Section 22565, in connection with the proposed levy and collection of assessments for the District known and designated as the City of Santa Clarita Open Space Preservation District (hereafter referred to as the "District"), "for the fiscal year commencing July 1, 2008 and ending June 30, 2009; and WHEREAS, said Resolution was duly and legally published in the time, form, and manner as required by law and which Resolution is on file in the Office of the City Clerk; and WHEREAS, the Engineer has prepared and filed with the City Clerk of the City of Santa Clarita and the City Clerk has presented to the City Council such report entitled "Final Engineer's Report, City of Santa Clarita Open Space Preservation District, Fiscal Year 2008/2009" (hereafter referred to as the "Report"); and WHEREAS, the City Council has carefully examined and reviewed the Report as presented, and is satisfied with each and all of the items and documents as set forth therein, and finds that the levy has been spread in accordance with the special benefits received from the improvements, operation, maintenance, and services to be performed, as set forth in said Report; and WHEREAS, the City Council desires to levy and collect assessments against parcels of land within the District for the Fiscal Year commencing July 1, 2008 and ending June 30, 2009, to pay the costs and expenses of operating, maintaining, and servicing the improvements within the District; and WHEREAS, the Assessment rates within the District are exempt from the assessment balloting procedures set forth in Section 4 of Proposition 218 because the District was formed by consent of the land owners, and the proposed Assessments per lot or parcel are not proposed to increase by more than the assessment rates approved by the landowners at the time of annexation into the District. NOW, THEREFORE, the City Council of the City of Santa Clarita does hereby resolve as follows: SECTION 1. The above recitals are all true and correct. SECTION 2. The Final Engineer's Report as presented consists of the following: a. Plans and specifications describing the general nature, location, and extent of the improvements to be maintained and of the maintenance work; b. Estimate of the cost of maintenance of the improvements for the District for the Fiscal Year 2008/2009; c. An annual assessment for Fiscal Year 2008/2009 of the estimated costs of the maintenance of those improvements to be maintained during such Fiscal Year, assessing the net amount upon all assessable lots and/or parcels within the District in proportion to the special benefits received; together with a formula pursuant to which such annual assessment may be adjusted annually for inflation pursuant to the Assessment Law without the necessity for additional assessment ballot procedures. The Final Engineer's Report, as presented, is hereby approved, and is ordered to be filed in the Office of the Clerk of the City Council as a permanent record and to remain open to public inspection. SECTION 3. The Clerk of the City Council shall certify to the passage and adoption of this Resolution, and the minutes of this meeting shall so reflect the presentation of the Assessment Engineer's Report. , SECTION 4. , That the City hereby proposes an annual levy of assessments for Santa Clarita Open Space Preservation District thereon to provide for the following work: Installation, construction, or maintenance of any authorized improvements under the Act, including, but not limited to landscape and irrigation improvements and any facilities which are appurtenant to any of the aforementioned or which are necessary or convenient for the maintenance or servicing thereof. SECTION 5. Following notice duly given, the City Council has held a full and fair Public Hearing regarding its Resolution Approving and or Amending the Report prepared in connection therewith; the levy and collection of assessments, and considered all oral and written statements, protests and communications made or filed by interested persons. SECTION 6. The City Council hereby finds that each and every part of the Engineer's Report is sufficient, and the City Council hereby approves, passes on, and adopts the Engineer's Report as submitted to the City Council and filed with the City Clerk. 2 SECTION 7. The City Council does hereby reference the Engineer's Report, which indicates the amount of the assessments, the District boundaries, detailed description of improvements and the method of assessment. The Engineer's Report is on file in the office of the City Clerk, and reference to the Engineer's Report is hereby made for all particulars. SECTION 8. The City Council hereby directs staff to file said assessments with the County Auditor for collection with the regular property taxes for Fiscal Year 2008/2009. SECTION 9. The City Clerk shall certify to the adoption of this Resolution. PASSED, APPROVED AND ADOPTED this 24th day of June, 2008. ATTEST: CITY CLERK 3 MAYOR 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 24th day of June, 2008, by the following vote: AYES: COUNCILMEMBERS: NOES: COUNCILMEMBERS: ABSENT: COUNCILMEMBERS: 11 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 Clanta, California on June 24, 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 LOM Deputy City Clerk 5 :C 44 Final KI Engineer's Report For City of Santa Clarita Drainage Benefit Assessment Area (DBAA) Nos. 3, 6, 18, 19, 20, 22 and 2008-1 Fiscal Year 2008-09 Submitted To: Santa Clarita, California Prepared By: Harris & Associates,. June 17, 2008 City of Santa Clarita DBAA Nos. 3, 6, 18, 19, 20, 22 and 2008-1 ENGINEER'S REPORT Table of Contents June 17, 2008 Certifications...............................................................................1 Introduction................................................................................. 2 Report.......................................................................................... 3 Part A — Plans and Specifications .......................................... 5 Part B — Estimate of Cost ....................................................... 8 Part C — Assessment Diagram.............................................15 Part D — Assessment Roll....................................................15 Part E — Method of Apportionment of Assessment .............16 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 Exhibit G — DBAA #2008-1 B Assessment Roll RAsanta clarita\Admm 08-09\Reports\DBAA\dbaa 08-09 Final Mun08 doc Hams & Associates 1 A i r City of Santa Clarita June 17, 2008 DBAA Nos. 3, 6, 18, 19, 20, 22 and 2008-1 Page 1 ENGINEER'S REPORT CITY OF SANTA CLARITA DRAINAGE BENEFIT ASSESSMENT AREA (DBAA) NOS. 3, 6, 18, 19, 20, 22 AND 2008-1 The undersigned respectfully submits the enclosed report as directed by the City Council. DATED: June 17, 2008 B - Joan E. Cox R.C.E. No. 41965 I HEREBY CERTIFY that the enclosed Engineer's Report, togetler with A sessment Roll and Assessment Diagram thereto a,44gAFd, was filed with me on the iI day of , 2008. �P�,ORpQRgT \�� Sharon L. Dawson, City Clerk, Ci �� Foto City of Santa Clarita z t DEC 15, , o Los Angeles County, California N 1 1987By ti /I? 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 a<14day of 52008. ..°...Coo dPPQf�T�,/L O i _ Z i DEC. 150 1 o Q 1987 ti Usanta claritaWdmin 08-09\Reports\D13AA\dbaa 08-09 Final Mun08 doc Sharon L. Dawson, City Clerk, City of Santa Clarita Los Angeles County, California By a Q-t�� Harris & Associates City of Santa Clarita June 17, 2008 DBAA Nos. 3, 6, 18, 19, 20, 22 and 2008-1 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 Ci hCouncil 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 Actrovides for the le of annual assessments after formation of an assessment district for the P �'Y 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. In Santa Clarita, required drainage systems due to development of land, may require the property owner, as a condition of development approval, to annex into or form a Drainage Benefit Assessment Area (DBAA) to pay for their on going maintenance. As such, owners and subsequent owners of benefiting parcels are assessed annually. Drainage Benefit Assessment Area (DBAA) Nos. 3, 6, 18, 20, 22 and 2008-1 were formed in this way. The one exception to the above formation process is DBAA No. 19, whose formation was initiated by a group of existing homeowners in response to rising ground water in their immediate neighborhood. Assessments for DBAA's 3, 6, 18 and 19 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. DBAA's 20, 22 and 2008-1 were established under the provisions of Proposition 218 and the maximum assessments may be increased by the annual change in CPI. If the annual assessment rates are increased above the maximum allowable assessment rates, then the increase will be subject to the procedures and approval process of Section 4 of Article XIIID. Assessments, if authorized by the City Council, would be placed on the 2008-09 Los Angeles County Property Tax Roll. Reserve funds would be used to fund the maintenance and service until assessment funds are distributed by the County Tax Collector in December of 2008. R \santa clariMAdmm 08-09\Reports\DBAA\dbaa 08-09 Final 17Jun08 doc Harris & Associates City of Santa Clarita June 17, 2008 DBAA Nos, 3, 6, 18, 19, 20, 22 and 2008-1 Page 3 4— CITY OF SANTA CLARITA ' FISCAL YEAR 2008-09 ENGINEER'S REPORT PREPARED PURSUANT TO THE PROVISIONS OF THE BENEFIT ASSESSMENT ACT OF 1982 ARTICLE 4, 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. 3, 6, 18, 19, 20, 22 AND 2008-1 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 six (6) parts as follows: PART A PLANS AND SPECIFICATIONS Plans ands specifications for the improvements are as set forth on the lists thereof, attached hereto and P p , 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 \santa clanta\Admm 08-09\Reports\DBAA\dbaa 08-09 Final Mun08 doc Harris & Associates 1 1 A 11 1 i 11 City of Santa Clarita DBAA Nos. 3, 6, 18, 19, 20,22 and 2008-1 June 17, 2008 Paqe 4 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. R \santa clanta\Admm 08-09\Reports\DBAA\dbaa 08-09 Final Mun08 doc I Harris & Associates City of Santa Clarita June 17, 2008 DBAA Nos. 3, 6, 18, 19, 20, 22 and 2008-1 Page 5 PART A Plans and Specifications iThe proposed services involve the maintenance and operation of surface and 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); Tract Nos. 51857 and 52372 (DBAA No. 22), and Tract Nos. 53425-02 and 53425- 03 (DBAA No. 2008-1) as shown in 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 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 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 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 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: Bakerton Street The 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 drainage facilities involve: 1) periodic inspection, monitoring, and evaluations; 2) well and access shaft unclogging and clean-out where necessary; 3) annual 1 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. i R \santa clanta\Admm 08-09\Reports\DBAA\dbaa 08-09 Final 171un08 doc I Harris & Associates City of Santa Clarita June 17, 2008 DBAA Nos, 3, 6, 18, 19, 20, 22 and 2008-1 Page 6 • DBAA No. 19: Four Oaks east of Camp Plenty Road The 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 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 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 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 drainage facilities consist of sub drains terrace drains parkway culverts swale drains down g � ,P Y , 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 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. 2008-1: River Village The drainage facilities consist of two (2) water quality basins (extended detention basins). The boundaries of DBAA No. 2008-1 are shown on Exhibit G. The basins treat runoff from the portions of the River Village development. The water quality basins are extended dry detention basins with subsurface follow wetland that is vegetated and landscaped with native vegetation. Extended detention basins are basins whose outlets have been designed to detain the Stormwater runoff from a water quality design storm for some minimum time (e.g. 48 hours) to allow particles and associated pollutants to settle. Additionally, the basins have been designed to reduce the 2 -year peak flow from the post -development condition to the pre - development condition. The difference in the pre -and post -development Stormwater runoff generated by a 2 -year storm, and by a 0.75 -inch (first flush) storm, will be collected, detained, and R \santa clantaWdmm 08-09\Reports\DBAA\dbaa 08-09 Final Mun08 doc I Hams & Associates City of Santa Clarita June 17, 2008 DBAA Nos. 3, 6, 18, 19, 20, 22 and 2008-1 Page 7 treated in the basins, before it is released into the Santa Clara River. Regular maintenance is required in order for the basins to function correctly within the design parameters. Maintenance and operation of the drainage facilities involve but are not limited to: 1) silt/debris ' removal, 2) landscaping replacement, 3) replacement of piping and gravel media as needed, 4) storm damage repair, and 5) annual review with a report and recommendations. 11 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. R \santa clanta\Admm 08-09\Reports\DBAA\dbaa 08-09 Final 17Jun08 doc Harris & Associates 11 1 11 [1 A City of Santa Clarita June 17, 2008 DBAA Nos, 3, 6, 18, 19, 20, 22 and 2008-1 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 2008-09, 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 2008/09 Cost Estimate Revenues $365,30600 Assessment Revenues $28,41300 Interest/ Other Revenues $10,32500 Total Revenues $38,738.00 Expenditures $365,88200 Personnel Costs $6,431 00 Operations and Maintenance Costs $13,56000 Administration $5,45000 Total Expenditures $25,441.00 Capital Improvements Total Capital Improvements $0.00 Total Annual Fund Status - Surplus / (Deficit) $13,297.00 Fund Analysis Estimated Fund Balance (7/01/08) $365,30600 Estimated Revenues FY 08-09 (Assessments / Interest) $38,738 00 Estimated Expenditures FY 08-09 $25,441 00 Estimated Operating Reserves (50% of Operating Costs) $12,721.00 Estimated Fund Balance (6/30/09) $365,88200 A Future/Reserve fund has been established for DBAA No. 3 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 \santa clanta\Admm 08-09\Reports\DBAA\dbaa 08-09 Final Mun08 doc Harris & Associates 1 L'� City of Santa Clarita DBAA Nos. 3, 6, 18, 19, 20, 22 and 2008-1 Drainage Area Assessment District (DBAA) No. 6 June 17, 2008 Page 9 Description 2008/09 Cost Estimate Revenues $000 Assessment Revenues $26,55300 Interest / Other Revenues $0.00 Total Revenues $26,553.00 Expenditures $61,986.00 Personnel Costs $6,431 00 Operations and Maintenance Costs $37,26500 Administration $4,970.00 Total Expenditures $48,666.00 Capital Improvements Total Capital Improvements $15,540.00 Total Annual Fund Status - Surplus / (Deficit) ($37,653.00) Fund Analysis Estimated Fund Balance 7/01/08) $000 Estimated Revenues FY 08-09 (Assessments / Interest) $26,55300 Estimated Expenditures FY 08-09 $64,20600 Estimated Operating Reserves (50% of Operating Costs) $24,33300 City Contribution $61,986.00 Estimated Fund Balance (6/30/09) $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. R \santa clanta\Admm 08-09\Reports\DBAA\dbaa 08-09 Final Mun08 doc Hams & Associates 1 1 1 t City of Santa Clarita DBAA Nos. 3, 6, 18, 19, 20, 22 and 2008-1 Drainage Area Assessment District (DBAA) No. 18 June 17, 2008 Paqe 10 Description 2008/09 Cost Estimate Revenues $45,98700 Assessment Revenues $44,361.00 Interest / Other Revenues $1,22500 Total Revenues $45,586.00 Expenditures $51,07100 Personnel Costs $6,431 00 Operations and Maintenance Costs $62,405.00 Administration $8,620.00 Total Expenditures $77,456.00 Capital Improvements Total Capital Improvements $26,460.00 Total Annual Fund Status - Surplus / (Deficit) ($58,330.00) Fund Analysis Estimated Fund Balance (7/01/08) $45,98700 Estimated Revenues FY 08-09 (Assessments / Interest) $45,586.00 Estimated Expenditures FY 08-09 $103,916.00 Estimated Operating Reserves (50% of Operating Costs) $38,728.00 City Contribution $51,07100 Estimated Fund Balance (6/30/09) $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. R \santa clantAAdmm 08-09\Reports\DBAA\dbaa 08-09 Final Mun08 doc Hams & Associates 1 1] 11 f] 1 1 City of Santa Clarita June 17, 2008 DBAA Nos. 3, 6, 18, 19, 20, 22 and 2008-1 Page 11 Drainage Area Assessment District (DBAA) No. 19 Description 2008/09 Cost Estimate Revenues $000 Assessment Revenues $3,30600 Interest/ Other Revenues $3,42000 Total Revenues $6,726.00 Expenditures $196,473.00 Personnel Costs $6,431.00 Operations and Maintenance Costs $128,39500 Administration $64000. Total Expenditures $135,466.00 Capital Improvements Total Capital Improvements $0.00 Total Annual Fund Status - Surplus / (Deficit) ($128,740.00) Fund Analysis Estimated Fund Balance (7/01/08) $000 Estimated Revenues FY 08-09 (Assessments / Interest) $6,72600 Estimated Expenditures FY 08-09 $135,466.00 Estimated Operating Reserves (50% of Operating Costs) $67,73300 City Contribution $196,473.00 Estimated Fund Balance (6/30/09) $000 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 \santa clanta\Admm 08-09\Reports\DBAA\dbaa 08-09 Final Mun08 doc Harris & Associates 1 1 1 t 1 1 City of Santa Clarita June 17, 2008 DBAA Nos. 3, 6, 18, 19, 20, 22 and 2008-1 Page 12 Drainage Area Assessment District (DBAA) No. 20 Description 2008/09 Cost Estimate Revenues $179,64700 Assessment Revenues $30,963.00 Interest/ Other Revenues $5,075.00 Total Revenues $36,038.00 Expenditures $168,52300 Personnel Costs $6,43100 Operations and Maintenance Costs $20,110.00 Administration $4,90000 Total Expenditures $31,441.00 Capital Improvements Total Capital Improvements $0.00 Total Annual Fund Status - Surplus / (Deficit) $4,597.00 Fund Analysis Estimated Fund Balance 7/01/08 $179,64700 Estimated Revenues FY 08-09 Assessments/ Interest $36,038.00 Estimated Expenditures FY 08-09 $31,441.00 Estimated Operating Reserves 50% of Operating Costs $15,721.00 Estimated Fund Balance 6/30/09 $168,52300 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 \santa clanta\Admm 08-09\Reports\DBAA\dbaa 08-09 Final 17Jun08 doc I Hams & Associates 1 1 1 1 1 1 1 1 1 City of Santa Clarita June 17, 2008 DBAA Nos. 3, 6, 18, 19, 20, 22 and 2008-1 Page 13 Drainage Area Assessment District (DBAA) No. 22 Description 2008/09 Cost Estimate Revenues $30,609 00 Assessment Revenues $10,791.00 Interest / Other Revenues $875.00 Total Revenues $11,666.00 Expenditures $21,566.00 Personnel Costs $6,431 00 Operations and Maintenance Costs $5,67500 Administration $1,700.00 Total Expenditures $13,806.00 Capital Improvements Total Capital Improvements $0.00 Total Annual Fund Status - Surplus / (Deficit) ($2,140.00) Fund Analysis Estimated Fund Balance (7/01/08) $30,609 00 Estimated Revenues FY 08-09 Assessments / Interest) $11,666 00 Estimated Expenditures FY 08-09 $13,80600 Estimated Operating Reserves (50% of Operating Costs) $6,903.00 Estimated Fund Balance (6/30/09) $21,566.00 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 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 \santa clantAAdmm 08-09\Reports\DBAA\dbaa 08-09 Final Mun08 doc I Hams & Associates 1 Iij 1 1 1 1 1 1 City of Santa Clarita DBAA Nos. 3, 6, 18, 19, 20, 22 and 2008-1 Drainage Area Assessment District (DBAA) No. 2008-1 June 17, 2008 Paqe 14 Description 2008/09 Cost Estimate Revenues $0.00 Assessment Revenues $52,70400 Interest / Other Revenues $000 Total Revenues $52,704.00 Expenditures $30,952.00 Personnel Costs $000 Operations and Maintenance Costs $14,40100 Administration $10000 Total Expenditures $14,501.00 Capital Improvements Total Capital Improvements $0.00 Total Annual Fund Status - Surplus I (Deficit) $38,203.00 Fund Analysis Estimated Fund Balance (7/01/08) $0.00 Estimated Revenues FY 08-09 (Assessments / Interest) $52,70400 Estimated Expenditures FY 08-09 $14,501.00 Estimated Operating Reserves (50% of Operating Costs) $7,251.00 Estimated Fund Balance (6/30/09) $30,952.00 A Future/Reserve fund has been established for DBAA No. 2008-1 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 \santa clanta\Admm 08-09\Reports\DBAA\dbaa 08-09 Final Mun08 doc I Hams & Associates 1 1 1 City of Santa Clarita June 17, 2008 DBAA Nos, 3, 6, 18, 19, 20, 22 and 2008-1 Page 15 PART C Assessment Diagram The boundary diagram for each Drainage Benefit Assessment Area is included herein as Appendix A, 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. 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 2008-09, shows the Fiscal Year 2008-09 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. R \santa clantaWdmm 08-09\Reports\DBAA\dbaa 08-09 Final Mun08 doe Harris & Associates City of Santa Clarita June 17, 2008 DBAA Nos, 3, 6, 18, 19, 20, 22 and 2008-1 Page 16 PART E Method of Assessment The following is the approved assessment methodologies for the Drainage Benefit Assessment Area Nos. 3, 6, 18, 19, 20, 22 and 2008-1: 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 The installation and continued maintenance of drainage improvements by the developers, subdividers of the land, was guaranteed through the establishment of a Drainage Benefit Assessment Area as a condition of subdivision and development. Had the installation of the improvements and the guaranteed maintenance not occurred, the lots would not have been established and could not have been sold to any distinct and separate owner. Thus, the ability to establish each distinct and separate ' lot which permits the construction of a building or structure on the property and the ownership and sale of the distinct lot in perpetuity is a particular and distinct special benefit conferred only to the real property located in the District.. All the lots are established at the same time once the conditions regarding the improvements and the continued maintenance are guaranteed. As a result, each lot within the District is conferred a particular and distinct special 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, 22 and 2008-1 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. The drainage improvements of the district were established to provide for surface and/or subsurface ' water removal in order to promote and maintain desirable soil conditions, soil stability and/or slope stability of, and specifically related to, the subdivided lots within the district; thus, the drainage improvements, and the continued maintenance thereof, confer a particular and distinct special benefit to the real property located within the district. In addition, all of the above contributes to a specific increase in property desirability and a specific enhancement of the property value of each parcel within the district which confers a particular and distinct special benefit upon the real property located within the district. General Benefit R \santa clanta\Admm 08-09\Reports\DBAA\dbaa 08-09 Final 17Jun08 doc I Harris & Associates r' City of Santa Clarita June 17, 2008 DBAA Nos, 3, 6, 18, 19, 20, 22 and 2008-1 Page 17 1 ' The drainage facilities are located within and/or immediately adjacent to properties within the Districts, and were installed and are maintained particularly and solely to serve, and for the benefit of, the properties within the Districts. Any benefit received by properties outside of the Districts is inadvertent and unintentional. Therefore, any general benefits associated with the drainage facilities of the District are merely incidental, negligible and non -quantifiable. Apportionment In each District, all the parcels in the District receive the same special benefit from the improvements 1 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 t ri 1 1 1 1 1 DBAA Nos. 20, 22 and 2008-1 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 (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). This year, the city is proposing to use the annual escalation and increase the annual assessment accordingly for DBAA Nos. 20 and 22. DBAA Nos. 3, 6, 18, and 19 were established with out escalators. Assessment Rates Mar'07 to Mar'08 CPI 3 30% R \santa clanta\Admm 08-09\Reports\DBAA\dbaa 08-09 Final Mun08 doc I Harris & Associates FY 2007-08 Max. Asmt Rate CPI Increase FY 2008-09 Max Asmt No. of Units FY 2008-09 Actual Asmt FY 2008-09 Asmt Revenues DBAA #3 $12247 / Unit - $122 47 / Unit 232 $122.47 / Unit $28,413 04 DBAA #6 $15900 / Unit - $159 00 / Unit 167 $159.00 / Unit $26,55300 DBAA #18 $15900 / Unit - $159 00 / Unit 279 $159.00 / Unit $44,361 00 DBAA #19 $1900 / Unit - $19 00 / Unit 174 $19.001 Unit $3,30600 DBAA #20 $10667 / Unit $3 52 / Unit $110 19 / Unit 281 $110.191 Unit $30,96339 DBAA #22 $261 15 / Unit $8 62 / Unit $269 77 / Unit 40 $269.77 / Unit $10,79080 DBAA #2008-1 $20841 / Unit $6 88 / Unit $215 29 / Unit 432 $122.00 / Unit $52,70400 Mar'07 to Mar'08 CPI 3 30% R \santa clanta\Admm 08-09\Reports\DBAA\dbaa 08-09 Final Mun08 doc I Harris & Associates 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 City of Santa Clarita June 17, 2008 DBAA Nos. 3, 6, 18, 19, 20, 22 and 2008-1 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 Exhibit G — DBAA #2008-1 R \santa clanta\Admm 08-09\Reports\DBAA\dbaa 08-09 Final Mun08 doc Harris & Associates City of Santa Clarita DBAA Nos. 3, 6, 18, 19, 20, 22 and 2008-1 1 C 1 G 1 1 0 LL N 1 1 N 1 U _CL W 1 nc 1 D oq 1 in 1 1 �,m Exhibit A — DBAA No. 3 June 17, 2008 Appendix A-2 "T7______-- Mme.•-, 0 LL N U) ww LL Z O N n°c U _CL W cqo nc VI~ a_ to a D oq � in w w a a w w - �,m V m > > a �9l^ e uta a 0 a(0 x o � oma. n N vpa June 17, 2008 Appendix A-2 "T7______-- Mme.•-, +�'' n4 $...'< 1 _RE ✓L J tl'{33333v y t- ii�u;.� - D - } ? 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L \ to NO Cr tP �c�� 0-&A, I R \santa clarita\Admin 08-09\Reports\DBAA\dbaa 08-09 Final 17Jun08 doc Hams & Associates 1 1 1 1 1 1 i 1 1 1 1 1 1 1 1 1 1 1 1 City of Santa Clarita June 17, 2008 DBAA Nos. 3, 6, 18, 19, 20, 22 and 2008-1 Appendix A-6 Exhibit E — DBAA No. 20 R \santa clanta\Admm 08-09\Repons\DBAA\dbaa 08-09 Final Mun08 doc I Harris & Associates 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 City of Santa Clarita June 17, 2008 DBAA Nos. 3, 6, 18, 19, 20, 22 and 2008-1 Appendix A-7 Exhibit F — DBAA No. 22 C4 N Lz 'sop" a f ITIM01:1 91 4R. 140 - R -T! R \santa clarita\Admin 08-09\Reports\DBAA\dbaa 08-09 Final Mun08 doc M Harris & Associates Im I z Lz 'sop" a f ITIM01:1 91 4R. 140 - R -T! R \santa clarita\Admin 08-09\Reports\DBAA\dbaa 08-09 Final Mun08 doc M Harris & Associates Im I City of Santa Clarita June 17, 2008 DBAA Nos. 3, 6, 18, 19, 20, 22 and 2008-1 Appendix A-8 Exhibit G — DBAA No. 2008-1 N F co IM N N �Z a j �r; Cc I Z t Q ¢ �: 1 Z. On in :u j bu D( V/ O r F 0 R \santa clanta\Admm 08-09\Reports\DBAA\dbaa 08-09 Final Mun08 doc Hams & Associates 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 City of Santa Clarita June 17, 2008 DBAA Nos. 3, 6, 18, 19, 20, 22 and 2008-1 Appendix B-1 APPENDIX B Assessment Roll Drainage Benefit Assessment Area (DBAA) Nos. 3, 6, 18, 19, 20, 22 and 2008-1 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. R \santa clantaWdmm 08-09\Reports\DBAA\dbaa 08-09 Final Mun08 doc M I Hams & Associates f IF Final Combined 01 f Engineer's Report I �f for City of Santa Clarita Landscape Maintenance Districts DG Fiscal Year 2008-09 Submitted To: Santa Clarita, California Prepared by: Harris & Associates,, June 17, 2008 ' City of Santa Clarita June 17, 2008 Landscape Maintenance Districts Combined Engineer's Report, FY 2008-09 Page i 11 TABLE OF CONTENTS Certificates.................................................................................................................... 1 i Introduction.................................................................................................................. 2 Report........................................................................................................................... 4 Part A - Plans and Specifications............................................................................ 5 PartB - Estimate of Cost........................................................................................ 9 Part C - Method of Apportionment of Assessment............................................... 11 Part D - Assessment Roll...................................................................................... 19 Part E - Assessment Diagram............................................................................... 19 ' rAsanta clarita\admin 08-09\reports\Imd\Imd final rpt 17jun08 doc i Harris & Associates II I lJ I I I I I I rJ I I I I City of Santa Clarita June 17, 2008 Landscape Maintenance Districts Combined Engineer's Report, FY 2008.09 Pace 1 CITY OF SANTA CLARITA LANDSCAPE MAINTENANCE DISTRICTS COMBINED ENGINEER'S REPORT CERTIFICATES The undersigned acting on behalf of Hams & 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 17, 2008 R.C.E. No. 41965 I HEREBY CERTIFY that the enclosed Engineer's Report, to a er with ssessment Roll and Assessment Diagram thereto attached, was filed with me on the day of 2008. ``1111111111 III IlII////�i�//'' \`���11`Q��p • CpUN Sharon L. Dawson, City Jerk v�P cpPPDRgr = City of Santa Clarita Los Angeles County, California DEC. 15, p 4 1987 ti = p cq<IFOPN�P By I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and Assessment Diagram thereto attached, Nyas appro ed and confirmed by the City Council of the City of Santa Clarita, California, on they of 12008. Sharon L Dawson Ci Clerk G ~ DEC. 15, O 1987 y YO,� cqC/FOFIN�P al • � ty City of Santa Clarita Los Angeles County, California M I Harris & Associates rAsenta dadta\admin 08-09\reportsUmd\Imd foal rpt 17jun08.dm City of Santa Clarita June 17, 2008 Landscape Maintenance Districts Combined Engineer's Report, FY 2008-09 Page 2 INTRODUCTION I 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, T1, A2 and 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, 2008. On March 11, 2008, City Council conducted a public hearing and collected ballots 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 T1 (various zones). Notices and ballots were mailed to all affected property owners, outlining the changes to the methodology and stating the assessment amount proposed for each property and that a CPI escalator was included in the District. On March 13, 2008 the ballot results were tabulated. Eighty-one percent (81%) of the returned assessment ballots approved the modifications to the Districts, the assessment rates and the escalator. In the afore -mentioned proceedings, Zone 2008-1 replaced the bulk of the Area -Wide T1 landscape assessments that provided for the maintenance of roadway medians located throughout the City. The formation of Zone 2008-1 consolidated several T1 zones and annexations into a uniform methodology resulting in a more fair apportionment of the median costs. The following lists all the Zones or Annexations that have been inactive or that were dissolved or detached per the Final Engineer's Report dated March 19, 2008 and will no longer be part of the budget or other tables in this report. District 1, Zone 1 - Annexation I District 1, Zone 12 District T1, Annexations: T1A, T1B, TIC, T1D, TIE, TIF, TIG, T1H, T1I, T1J, T1K, TIL, TIN, TIO, TIP, T1R, TIT, T1X, T1Y, T1Z, T1-27, T1-28, T1-29, T1-30, T1-32, T1-33 and T1-34 District T1, Zone T9 (including Annexations A -G) District T1, Zone T10 (including Annexations A -G) District A2, Annexations 1, 6 and 8 District 1, Zone 1 - Annexation A (IA - TR 48117 - Montecito) and Zone 7 (TR 44374 - Woodlands) are currently inactive but could be reactivated at any time. All other Zones or Annexations within Districts 1, T1 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. District T1A requires no Council action at this time, but is hereby referenced in this report as a part of the landscape Harris & Associates rAsanta clanta\admin 08-09\reports\Imd\Imd final rpt 17tun08 doc City of Santa Clarita June 17, 2008 —" Landscape Maintenance Districts Combined Engineer's Report, FY 2008-09 Page 3 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 beginning in 1997. 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 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 2008-09. 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 2008-09 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 2008-09. 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 an r d 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. Harris & Associates r \santa clanta\admin 08-09\reports\Imd\Imd final rpt 17tun08 doc gal City of Santa Clarita June 17, 2008 Landscape Maintenance Districts Combined Engineer's Report, FY 2008-09 Page 4 ` FISCAL YEAR 2008-09 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 r.\santa clarita\admin 08-09\reports\Imd\Imd final rpt 17jun08 doc City of Santa Clarita June 17, 2008 Landscape Maintenance Districts Combined Engineer's Report, FY 2008.09 Page 5 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 nights -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. Servicing means the furnishing of electricity for the operation of any appurtenant facilities, 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. The following is a general description and location of each Zone or Annexation: 1 t t District Zone Annex. Description 1 1 1B Commercial, Centre Pointe, south of Soledad Canyon Road 1C Tract 44892, Residential, Canyon Gate, Golden Valley Road and Sierra Highway 1D Tract 52414, Residential, Golden Valley Road, Pardee 1F Tract 53419, Residential, Valle Di Oro 1 G Centex Development Harris &Associates r.\santa clarita\admin 08-09\reports\Imd\Imd final rpt 171un08 doc City of Santa Clarita Landscape Maintenance Districts Combined Engineer's Report, FY 2008.09 June 17, 2008 Page 6 District Zone Annex. Description 1 2A -- Parcel Map 24147, Commercial, Via Princessa and Sierra Highway (Costco) 2B Commercial, Via Princessa and Sierra Highway (Sierra Storage) [was District 1, Zone 10] 2C Tract 50151, Commercial, Via Princessa and Sierra Highway across from Costco 2D Tract 50484, Commercial, Via Princessa and Highway 14 (Jack-in-the-Box) 2E Parcel Map 25916, Commercial, Sierra Highway north of Via Princessa (Flying Tiger) 2F Commercial (Soledad Entertainment) [was District 1, Zone 10] 2G Commercial, Riverview Shopping Center 1 3 -- Tracts 45416-01 & 02, Residential, northeast of Sierra Highway and Sand Canyon Road (Sierra Heights) 3A Tract 45416, Residential, Sierra Highway west of Sand Canyon [was District 1, Zone 13] 1 4 -- Albertson's Shopping Center, Commercial, Via Princessa and Sierra 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 [was District 1, Zone 9] 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 Sierra Highway 1 15 -- River Village 1 16 -- Valencia Industrial Center 1 17 -- Bouquet Canyon Road/Railroad Avenue 1 18 -- Town Center / Tourney Rd 1 19 -- Bridgeport / Bouquet Harris & Associates r \santa clarita\admin 08-09\reports\Imd\Imd final rpt 17iun08 doc 11 Harris & Associates r \santa clanta\admin 08-09\reports\Imd\Imd final rpt 17jun08 doc ME City of Santa Clarita June 17, 2008 Landscape Maintenance Districts Combined Engineer's Report, FY 2008.01 Page 7 District Zone Annex. Description 1' 1 20 -- Golden Valley Ranch - Commercial 1 2008-1 -- Citywide Major Thoroughfare Medians T1 T2 -- Residential / Commercial, Lyons, Orchard Village Road and Wiley Canyon (Old Orchard) T1 T3 -- Residential, NW of Wiley Canyon and Orchard Village Road (Valencia Hills) T1 T4 -- Residential / Commercial, McBean Parkway, Orchard Village Road and Tournament Road (Valencia Meadows) T1 T5 -- Residential, SE of Orchard Village Road and McBean Parkway (La Questa) T1 T6 -- Residential / Commercial, McBean Parkway and Avenida Navarre (South Valley) T1 T7 -- Residential, McBean Parkway and Del Monte Dr (North Valley) T1 T8 -- Residential / Commercial, McBean Parkway and Del Monte Dr (Summit) T1 T17 -- Residential, Rainbow Glen Drive and Sierra Highway (Rainbow Glen) T1 T23 -- Residential / Commercial, Seco Canyon Road and Copper Hill Road (Mountain View) T1 T23A -- Residential, Seco Canyon Road and Copper Hill (Mountain View Condos) T1 T23B -- Residential, Seco Canyon Road and Copper Hill Road (Seco Villas) T1 T29 -- Residential, Rainbow Glen Drive and Soledad Canyon (American Beauty) T1 T31 -- Residential, Shangri-La Dnve and Soledad Canyon Road (Shangri-La), plus Commercial, Soledad Canyon Branch Library [was District 1, Zone 14] T1 T42A -- Residential, San Fernando Road and Circle J Ranch Road (Circle J Ranch) T1 T42B -- Residential, San Fernando Road and Circle J Ranch Road (Circle J Ranch) 11 Harris & Associates r \santa clanta\admin 08-09\reports\Imd\Imd final rpt 17jun08 doc ME 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 City of Santa Clarita Landscape Maintenance Districts Combined Engineer's Report, FY 2008-09 June 17, 2008 Page 8 T1 T42C -- Residential, San Fernando Road and Via Princessa (Circle J Ranch) T1 T46 -- Residential / Commercial, McBean Parkway and Newhall Ranch Road (Northbridge) TI T47 -- Residential - Northpark T1 T52 -- Residential - Stonecrest T1 -- -- Area Wide Medians, various locations throughout the City, not currently annexed into zone 2008-1: TIM PM 25649, Parcel 2, Commercial, Rye Canyon Road and Newhall Ranch Road (Home Depot) T1Q Commercial, NE corner of McBean Parkway & Magic Mountain Parkway [was District Tl, Zone T30] TIS Parcel Map 8374, Lot 3, Commercial, NW corner of Valencia Boulevard and Creekside Road T1U Arbor Lane, Residential, SE corner of Wiley Canyon and Via Macarena T1 V Tract 51931-04, Commercial, NW corner of Magic Mountain Parkway and McBean Parkway T1W Tract 53756, Residential, on Apple Street, south of Lyons Avenue T1-31 Commercial, Seco Canyon Village A2 -- 2 Commercial, APN 2833-032-043, Carl Court A2 -- 3 Residential, 27740 Bouquet, WK Sonrissa A2 -- 4 Commercial, Blessed Kateri Church A2 -- 5 Commercial, Parcel Map 26684 Lots 1-4 A2 -- 7 Residential, Thompson Ranch/Stetson Ranch Project T1A -- -- Designation for Ad Valorem Zones T1, T2, T3, T4 and T5 Harris & Associates r \santa clanta\admin 08-09\reports\Imd\Imd final rpt 17jun08 doc 1 it 1 City of Santa Clarita June 17, 2008 Landscape Maintenance Districts Combined Engineer's Report, FY 2008-09 Page 9 PART B ESTIMATE OF COST The estimated costs for the operation, maintenance and servicing of the facilities are shown below Fiscal Year 2008-09. 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. The Zone 2008-1 budget is provided below. District No. 1, Zone 2008-1 (Major Thoroughfare Medians) Major Thoroughfare Median Maintenance (Citywide) $4,118,244 Less allowance for parcels and Improvements not yet included ($2,306,378) Net Operation and Maintenance Expenses $1,811,866 Capital Expenses $543,891 Landscaped parkways, side panels and other landscape and ornamental improvements previously funded by T1 Areawide (now funded through $400,000 T1A Ad Valorem revenues) Less Ad Valorem T1A Revenues ($400,000) Administration Costs $12,000 Subtotal: $2,367,757 Operating Reserve $1,183,879 Replacement Reserve $860,831 Interest Revenues (positive) ($76,662) Prior Year (surplus) or deficit ($1,837,103) Subtotal: $130,945 Total to Assessment: $2,498,702 The annual budgets for the Districts and Zones are shown on the following page: Harris & Associates r \santa clanta\admin 08-09\reports\Imd\Imd final rpt 17tun08 doc 10 r1 40 O O V1 u 1 1 1 E 1 'I �J O N Or N On O tb O O N N V OR m U � C y co C l0 ` N C U •(v tm :° w m Q m U O d .0 � E U J U }' C (D O N 00 0 V N w 0f` r O N 0 0 w w f` (D V O w w w N V (D r M 00 Lo V V 4) (O (D 0 (D O (D r u) (O (D M Cl) 69 M n V 00 (O 0 V 0 f` 60-> N (D V N 0 CO 6A 6A r (D V 41 0 (D (D (D O_ O M 0 (t) (D (O f` 00 — (D M_ V O f� t(') �O (D O f` O N_ O 0 CD M •.�+ Z M O V N N Oi w O_ co w N 64 w V r V V V V w O (D V N r- (O (D 0 N O CO V O O) 0 00 0� V N w w O (O w a0 M M V V M Cl) V O a Vw y ) (D 6A EA N EA 6A N fA Efi fA N 69 M 69 _O fA d9 fA 00 619,61) N _M 6A N (A V U9, N (A fR M 6A 6A N 6A E9 N 6A N 6A EA f19 _D EA (A ER 6A (D 69- Ap) U cm OO 00 0 00 O M 0 N O (O M 0 tD 0 V O O CO N (O O) N (D 0 O N V f` (D 0 O r - f` O C; M (D (O (O M 1- M M O f- N Q1 M = OD 1� O (O O C Q1 (D N = �-- N (f) r.-f� 00 f- M V d1 N N O M IT M 00 O) M 'll CO 1� M (D (D 00 M 00 O_ 00 00 u7 M O= V CO_ O) M N O O O w L V EA ( ` 4) 0 _r, -""Or Cl)0 (O 64 -"Woo n . - 6 9 N O M O 0 M M V M M 00 V M 0 � N 00 U-) 0 N O (O M 0 (D (O _ M M O M f- V f- V (V 0 V O UO 00 M O O V M O O 4i 4) Vr 6A 6A 6A (A — 6A 6A 60 6A FA M 0 (A— 69 64 — N 6A 6A O _V N 64 N O ul, 61) 6A 64 (A ' (A64 (A (0 (A 6 9 (A 6A 6A 6A 6A 6A 619 fA (D N. w V O 0 (O co V 0 0 (O r V f- 00 (O 0 (f) V 0 0 V 0 00 O M 00 V Cl) M N (O N V V O 41 n M h r 0 MW f- OO O M N M V) V (O N (O O 0 r (O (O r -N (D (D r- 00 M O f- O N Cl (D LO CO N LO -7. O M Lq N f- r- Mr- 00 W (D (D 0) OO V N O'- 0 t` 00 N V O CO O Y C M(f)(O V (O V O(h OCD V h0000 ((')O V OO)NO V V ('7 Q)O (DO��O�O p y NI-O6A OO LO N V O(D M(M w (D 00 V 00f -N wr- N O O, N 6AN 6A N N fA M 6A ER (M N N (D 6fi h N 60 6R N V 6A w (D M 61k 'C X 6A b9 EA 69 6A N 61% 6A 69 6A 69 6A 6A 69 69 6R 69 (A W 6A 61% 6A W cD O(MOW 000000000 W 00000000000.-(D M V O 0000 4) (aN Ce) 6A069V (RO6A(O6A6A0 N 00000000000 NW ((7 0006A6A6ri N 'a C 4) f` N N O CO n CD 00 (O O O N to 00 M CD 0 O 0 O 0 (O 0 (O 0 V) 0 U) 0 N 0 0 LO 0 LO r- O 0 (O M (D 00 U)(D N_ (D 0 O (M O N O CL 6A 6A 6n V f- 0 M M N 00 6ti N (A 6A VN FA �-- r M U x 619 ER _O (fi 6A 0 6A 6A 6A 6A (A d9 N 69 N 69 6A V) 6A 6s 6A 6A 6A 69. W 0 (DN V) V 000M V OO(Dr V (0N(000 V 00 V 00O Mf -00 V ON V N V V0 4f f` NON(D V r- CO tO M co Nlh— Cl) CO O OMNN Cl) n M (D CO N r.- (f) r- r- 00 0 V 0 (D 0 (D f� 000 (D �O V f.- n N V (D SMO—�-- V CO V CO Cl NOO U7 CO f- V a0O Cl �; C C M00M V Mfg V OM�O(D Ni C6 (6 W (OHO to V 0C) r -(O0 000 4) •� 4) N64613, V N V 0(0(0(D n N 000 M LO UO CO N M(D(O CO r- O r- CO h _O��(D�O V N 0 CL a N 6A 6A N Hi N 69 6A M 6A 6A 00 M 0 69 n N 69 69 N V 6A 69 f� (D CO 6A Q K 6A 6A 6A 69 6» 6A � H9 6A 6-1 6A 6A 64 (A 6A EA 6A (A r- 69 d9 w 6A 6A H CO O V M O V N V 0 (O r- 0 N O V V (DO M r- O V N V) (D N� O 0 V (D (D (D � 0) M (O 0 0 V (D M N 0) V r- V (O (f) T M C) ((') N 0 V _0 (D O 0 CO f� (O N (O 00 M ul00(D O CO V —(DN V MONMNONN(V (6)f�(O 00M V 0(D MMONO'.(O a CMO V MNr- - CO(OON V 0(O(D N O Ce) LO CO CO LO f- 00(O 0) M(D O t-- (0 OD LO LO O 4) (O r 0 61). 0 f` U)(( ) 00 00 O f` (D N (D 0 M_ r M M CO 0 f` 0 r M Co O r to M 00 d M 69 (A N R 69 M N (D Vi (O N N I O 6A OD N 6A 6A '1 69. 6A W LO M 6A 6A 0 fA fA fR 6 6A 6A 6A 6A 69 N 6A 6A 6964 61).6A (A 6A _ 6A 6A 69 6A 69 fA O E O O O O O O O O O O O O O O V V V LD 0 0 0 0 0 0 0 0 0 0 00 0000 0 L 7 C 6A 6A 69 6A 6533, d9 (A 64 fA 6A 6A 6A 6A 6A 69 N f- ti N V3,603- 613,6'> N9 6A 609,60% 69 69 6A 6A 6A 6A 6A 64 6A � Q O 41 CO CLO:) V 00 N N N(O OO(O 0(D 0) (0 O W N 00 U7 (O V OO MO U) N 7 r V �(OO 0 OOf�O (D MOO NN (D V V htO BOO 0f� V OON 00(0619 ` C Cl) V 0 V (O M C'= V O h N (D V f` V 0 V (O M 0 (O N (O (O UO n N N OO O (D w 0 M9 CO N 0 N_ � C N � � �� 64 669 609 6 ��r- ��(1V9 ��- M EAN 6q6M9 �6� ��(0O �6A 6). 69- 69 61). 69 (fl EA 619. 69. 61). .0 O r- CD 00 V Cl) (D 0 (D 6 M N M 0 M (O Cl) (D 00 V (D O (D (D 0 O r V M O 00 (O V 0 d V CO V h O m (O 0 V (M -- O 0 (D n 6 M O M O 00 N 6 M_ O O O A N C— OO 0 O 0 O LO Ih O 0 M V CO CO (D r.— r 6 V 0 C fD r - N V V (O N -- 0 (D (V O LO CO O fA E O V V f` 00fA00tD V w X00000 V V N_(DO Of`wO (D00rO 000M V V O� M0OM01h01h0(OW0 V V 00(D M M OO V V f- V LO V f-6 M � Q M 69 69 6 9 Cl)N N 0 U> V V O 69 r- N 69 69 69 69 fl- UO M 619 6A d 69 6A 6A 6A 69 69 (A 64 6A (A 613-69- 6A 6A (A 69 (A 6A 6A 6A u) Ix N 6A w 61). 691 04 N N_ V V 60 t`00MOh�DO M x-000 V (O 60(0000 _ C W t) 0 (OM 6f`00X00LO—N000 6aoO COOP` u')f-O6A O — V q O t`0 n V Cl! 0(M(M7 MN00Cl! CoOoO� V �_6N0cMM(DONr-q V 0LO�0Cl) V 00 VN O C c C r- 0 0 M CO r n (O 0 0 N O X 0 0 0 f` M 6 CO (D r CO V M (D 0 (D V co 0 CO C A N w n (D 6A r 6A CO N 6A N 6A (D M 6 A (O 6A V fA EA CO N EA 6M V 6 9 69 69 CO 6ti M CO - (D M 6A V fA 6 M 6A 6� 6 6A M 64 (D (D 6A r 0 6A ; 6A 0 6A 0 V 619 0 6A V� M EA M fA (D M (A O_ V) V EA r- 0 (A 6 CO M 6fl fA M 6A N 0% (D 6A m V EA > (0 Q � O 03-O N E 0) C O —` (0 O E C 0) co > O O O C N c N O O O -o N c U o a) N Z (Na w U C o c m (n 3 m > 06 .- o U m m 4) (0 f/7 ° F- =3W O L o -O L io E N L L L O U\ a) fn m -0 �_ cc c 7 c 3 3 0) 4) C C C J 03 U L rn— N N 0)(n O N CU (0 N C O o O (6S2 0) C7 O (n N U(n CD>> _N tom0) (0 (0 (U E N (C N 4) O> L L m N 0) 0) m m C C �_ C w w w 0 N O _ Q O (q C O V) > U U O C �"" E U U U U U U O > U M b U U 0) v m C3 m N C Y ° U c C N C -g O -o o O C N C 0) C N C a) C a) C m 10 c��° C C N c--- N N O) L L N c—: (4 > p U 4) L C � C m N N> m O o o o — °M v------ — m m m (v m co moo U a� E m L o o O D U v C7(LU)¢(nUU >m m`C7 O>>>>>> w¢wUUUzzwoo .- m a. C N co V 6 (D r- CO 0 f� 00 0 �NoF-F-F-F-F-F-F-��~~F�FF--HHHF- 0 OO N M V (O (D r- OO N M N M N N N V V� HI N N Q F- H F- F- F- F- F- F- F- F- F- F- F- F- Q a R V R R ' City of Santa Clarita June 17, 2008 Landscape Maintenance Districts Combined Engineer's Report, FY 2008-09 Page 11 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 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 landscaping 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 which confers a particular and distinct special benefit upon the real property 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,..." Harris & Associates r \santa clanta\admin 08-09\reportsUmd\Imd final rpt 17tun08 doc City of Santa Clarita June 17, 2008 Landscape Maintenance Districts Combined Engineer's Report, FY 2008-09 Page 12 It should be noted that the definition of "parkways" above may include the roadway as well as the Y Y 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 which confers a particular and distinct special benefit upon the real property 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 are conferred 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. 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 which confers a particular and distinct special benefit upon the real property 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 confers a particular and distinct special 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 a 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. f = I Harris & Associates r \santa clarita\admin 08-09\reportsVmd\Imd final rpt 171un08 doc 10 n 1 1 1 1 r City of Santa Clarita June 17, 2008 Landscape Maintenance Districts Combined Engineer's Report, FY 2008-09 Page 13 APPORTIONMENT METHODOLOGY 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. 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. District Zone Annex. Land Use Asmt Type Pcls / Units / Acreage/ EDU's Method Code (descriptions follow this table) 1 1 IB 1C _ 1D_ 1F —.............. .................. 1G Comm Res - ............. ... - .........I....... Res/Comm_ Res �_... --.-..._....... Res Acreage Parcel ...... .... Parcel EDU - ----- EDU 180.54 148 _.............. _............ 530 113 . _................. . 233.490 2 1 ........... .... _ . . .............................. 1 3 -. •-_.............. ..... .... 5 1 2A .... - 2B ............_.----..._-...... 2C 2D _.._ . ... ............................. .-•--- ............_.........�_ 2E 2F� 2G Comm Comm _-_._.._..-...... .._......-_ Comm Comm _-....... Comm Comm . _.__.. Comm Acreage Acreage .... _-.... ................ ..._�........___._._..•_---- Parcel Acreage ...... ... _...........---- Parcel Parcel - ... ............. Acreage 14.57 2 3 -- 1 _ 1 _....... _ _,.................. 7.18 2 2 1 2 — ....._..._.. .............. 1 --- ......... .._.I ........ ...... . 2 1 3 ..... - .._..... .. - 3A Res — - Res Parcel - - • . Parcel 76 --•................._.....—......................_.... 177 1 _ 1 1 4 - Comm Acreage 9.88 2 1 5 - __._....... ........ ___........ .... ... _..... ......_-_............ 5A Res _._._...........I............._.. Res Parcel Parcel 161 ..._.... ............. ..._._.__._. 14 1 ............. ._.._... ...... _............ 1 1 6 - Res Parcel 281 1 1 7 - Res EDU 1054.30 6 1 8 - Res Parcel 39 1 1 15 - Res/Comm EDU 790.990 7 1 16 - Comm/Vac EDU 7,817.965 7 1 17 - Multiple EDU 1,448.240 5 1 18 - Res/Comm EDU 3,942.855 7 1 19 - Res/Comm EDU 1,204.695 7 1 20 - Res/Comm EDU 430.200 7 1 2008-1 Res/Comm EDU 45,225.380 7 T1 T2 - Res/Comm Parcel 1,037 1 T1 T3 - Res/Comm Parcel 462 1 T1 T4 - Res/Comm Parcel 674 1 T1 T5 - Res/Comm Parcel 741 1 TI T6 - Res/Comm Parcel 603 1 TI T7 - Res/Comm Parcel 1,815 1 T1 T8 - Res/Comm Parcel 2,141 1 Harris & Associates r \santa clarita\admin 08-09\reports\Imd\Imd final rpt 17jun08 doc 1 1 1 1 1 r City of Santa Clarita June 17, 2008 Landscape Maintenance Districts Combined Engineer's Report, FY 2008.09 Page 14 Pcls / Units / Method Code Asmt Acreage/ (descriptions District Zone Annex Land Use Type EDU's follow this table) T1 T17 - Res Parcel 74 1 T1 T23 - Res/Comm Parcel 1,493 1 T1 T23A - Res Parcel 383 1 T1 T23B - Res Parcel 156 1 T1 T29 - Res Parcel 221 1 T1 T31 - Res/Comm Parcel 183 1 T1 T42A - Res Parcel 625 1 T1 T42B - Res Parcel 86 1 T1 T42C - Res Parcel 95 1 T1 T46 - Res/Comm Parcel 2,306 1 T1 T47 - Res/Comm Parcel 1,489 1 T1 T52 - Res Parcel 460 1 T1 -- - Res/Comm Unit 8 1 -- TIM ---••. ................................. Comm --- .... _........ __...... - Parcel _ ..._...__... 5 1 T1Q Res Parcel __....._.._...... 9 --_._.................... --- 1 TIS ..................................... .. ...--................................... Comm Parcel 1 1 T1U Res EDU 21 ..__.............. . 4 T1V __._. ...........................__ --_.. Comm Parcel 11 1 T1W ..............................__Res.._...._.__...._..............................................................2-1.3.....—.........._.__.................................._..........._. EDU 21.33 4 T1-31 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/Comm EDU 10 3 A2 -- 7 Res EDU 190 3 Note- The number of parcels, units, acres and EDU's shown in the table above reflect the current information for the 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. r \santa clanta\admin 08-09\reports\Imd\Imd final rpt 17jun08 doc101 Harris & Associates City of Santa Clarita June 17, 2008 Landscape Maintenance Districts Combined Engineer's Report, FY 2008-09 Page 15 Method 3 — The assessment is apportioned to the benefiting properties based on Equivalent PP g P P q 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 J single family dwelling unit = 1 EDU Multi Family Residential Condos 1 single family dwelling unit = 1 EDU Multi Family Residential Apartments 1 apartment unit = 1 EDU Commercial Industrial 1 commercial/industrial parcel = 5 EDU 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 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 1 single family dwelling unit = 1 EDU ' Multi Family Residential Condos 1 condo family dwelling unit = 1 EDU 2 single family dwelling unit Multi Family Residential Apartments 1 apartment unit = 0.8 EDU Commercial Industrial 1 commercial/industrial 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 and all other properties are converted to EDU's based on their relative benefit as compared to an SFR as follows: Assessed EDU _ EDU Land Use Unit x Factor Rate 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 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 1 single family dwelling unit = 1 EDU Condominiums 1 single family dwelling unit = 0.8 EDU Multi Family Residential Apartments 1 apartment unit = 0.5 EDU EM Harris & Associates r 1.santa clanta\admin 08-09\reports\Imd\Imd final rpt 17tun08 doe City of Santa Clarita June 17, 2008 Landscape Maintenance Districts Combined Engineer's Report, FY 2008-01 Page 16 Method 7 — 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: Assessed EDU _ EDU Land Use Unit x Factor Rate ' 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 1 Multi -Family (incl. Condo) 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 = 6.00 EDU / acre rVacant/ Park/ School 1 acre x 1.5 = 1.50 EDU / acre ASSESSMENT APPORTIONMENT AND RATES 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) per Method 7, above. There are 86,969.785 EDU's in the entire City of Santa Clarita. The assessment rate for Major Thoroughfare Medians is calculated as follows: $4,804,251 — 86,969 785 EDU = $55.25 / EDU Only those parcels that have been annexed into Zone 2008-1 will be levied this assessment. There are 45,225.880 EDU's currently within this zone and the revenue generated by these parcels is shown in the table below. 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. The table below provides the assessment apportionment and shows the estimated maximum annual assessment rate for each Zone and Annexation for FY 2008-09. 1 1 r \santa clarita\admin 08-09\reports\Imd\Imd final rpt 17jun08 doc M I Harris & Associates 1 1 1 1 1 1 C 1 u 1 City of Santa Clarita Landscape Maintenance Districts Combined Engineer's Report, FY 2008-09 June 17, 2008 1 7 - EDU 1,054.300 $228.54 $236.08 $236081 ;$248;901:06 1 8 -- Notes Pcis / Unit / FY 07-08 FY 08-09 FY 08-09 FY 08-09 Total y (see end Asmt Acreage / Max. Max. Actual Annual Levy A Zone Annex. of table) Type EDU's Asmt Rate Asmt Rate Asmt Rate Amount 1 1 ---- 1B - ----------------- EDU - ------------ 18054 $73923 ----- $76362 $76362 $137,86478 1 1C Parcel 148 $68945 --- ------ $71220 -- - $712.20 -$13843 -- -- $105,40587 1D- Parcel - 530- $268 02 $276.86 _ $73,369 13 1 1F - - - --- EDU - -- -- — - - 113 ----- $11486 - - _ $11865 - $118.65_ $13,40749 1 1G - --- EDU -- - ---- - -233 49 - — $5843 $6036 - - $60.36 $14,09303 1 20 -- EDU 430 200 $2,64869 --'-'� Subtotak' "'"$344,140.32: 1 2A -- Acreage 1457---. $2,01109 _ $2,077 46_ _$2,077.46 $30,26853 T1 -- 2B Acreage 2 $5,23805 $5,41091 $5,410.91 $10,82181 - --2C ( Parcel .. _ 3 __ $5,672.48 _ ..._—_. $5,859 67 . . ............ $5,859 67 .... - - - $17,579.02 Tl 2D — --- ----- - Acreage ----- ---- - - - ------ 1 --- $2,52535 ---- $2,608.69 - --- --- $2,608 69 — - -- -- $2,60869 TI 2E - --- -- Parcel -- - - -1 $441 14 $45570 $455.70 ---- -- ---- - $45570 T1 2F - --- Parcel - - - 1 _ --- - - - - - $2,530 11 -- --- - - ------ $2,61360 - - - - -- --- - - —-------- $2,613 6_0 - -- - ------ $2,613.60 Tl -- 2G --- Acreage 718 $962.68 $_994.45 $99445 -- ---- --- - $7,14014 .Subtotal: 9s�,$71;487.49 T1 T8 Parcel 2,141 $45413 P s« $46912 $1,004,377.98 1 3 —_-- Parcel 76 $58131 $60049 $60049 $45,63749 Tl 3A — Parcel 177 — _$_226 65 _- $234.13 _ $234 13 $41,44091 T23-1 - Parcel 383 $35032 Suwotial: "Tl $87,078.40 1 4 -- Acreage 988 $44459 $45926 $459.261 _ $4,.537.50 1 5 -- -- Parcel.. - ---- ----- 161 - -- - $1,06494 -- -- -- $1,10008 ---- ----- ---- $1,10008 $177,113 37 -- 5A -- - - --- Parcel -- ----------- 14 -- $717.78 ----------- $74147 — - ---- $74147 ------- -- $10--,380- 53 ---, _Subtotal:.' �$187,493.90 1 6 -- Parcel 281 $57578 $59478 $594.781 _ $167;133.391 1 7 - EDU 1,054.300 $228.54 $236.08 $236081 ;$248;901:06 1 8 -- Parcel 39 $26724 $27606 $276 06' $10,766.30 1 15 -- EDU 790 990 $85268 $88082 $440 41 r' $348,35929� 1 16 -- EDU 7,817 965 $27 13 $2803 $27 131 $212,101.39, 1 17 -- EDU 1,448.240 $7150 $73.86 $73 86;0 Wim. -'$106;966-.28 1 18 -- EDU 3,942.855 $17000 $175.61 $17000 $670;285.35 1 19 - EDU 1,204 695 $6753, $6976 $6753,' $81,353.05 1 20 -- EDU 430 200 $2,64869 $2,73610 $246 40' `��:$106,001.28� 1 2008-1 -- EDU 45,225 380 $5525 $57.07 $55 25, x,'$2,498;702.25' T1 T2 -- Parcel 1,037 $17646 $18228 $182.28' °-$189,027.66 Tl T3 -- Parcel 462 $35032 $36188 $361 88m" F&9$167;188.82 Tl T4 -- Parcel 674 $18685 $19302 $193.02' $130,092.82 TI T5 - Parcel 741 $188 13 $19434 $194 34i $144,004.67; T1 T6 -- Parcel 603 $20991 $21684 $21684 $130;752.73 Tl T7 - Parcel 1,815 $244.23 $25229 $252 29" $457;905.61. T1 T8 Parcel 2,141 $45413 $469.12 $46912 $1,004,377.98 T1 T17 -- Parcel 74 $45020 $46506 $46506 . '` $34,414.19, Tl T23 - (1) Parcel 954 $60461 $624.56 $62456 $595,83227 T23-1 - Parcel 383 $35032 $361.88 $361 88 $138,600.25 T23-2--- -- Parcel _ 156 - $350 32 536188 $36188 $56,45337 1,493 - - -- "Subtotal: $79,0,885.89 Ir \santa clantaWrnin 08-09\reports\Imd\Imd final rpt 171un08 doc 17 Harris & Associates P, City of Santa Clarita June 17, 2008 Landscape Maintenance Districts Combined Engineer's Report, FY 2008-09 Page 18 Y T52 Notes Parcel Pcls / Unit / FY 07-08 FY 08-09 FY 08-09 FY 08-09 Total y T1 -- --- (see end Asmt Acreage / Max. Max. Actual Annual Levy A Zone Annex. of table) Type EDU's Asmt Rate Asmt Rate Asmt Rate Amount T1 T23A - T1Q Parcel 383 $70711 $73044 $73044, $279,760:29, T1 T23B -- Parcel 156 $59682 $61652 $616.52';'," ; ;T 96,176.35 _ ___$000 $0"06 — T1U ---EDU— 21 $61 40 $63 43 - $0_00 T1 T29 -- Parcel 221 $32176 $33238 $332 381" $73,455:56 TI T31 -- (2) Parcel (See T31-1 & -2) EDU — 2133 $61 40 $63.43 T31-1 - $000 Parcel 182 $992 18 $1,024 92 $1,02492 $186,53579 $7,39944 T31-2 -- --- -- -- $36,99720 Parcel 1 $6,35255 $6,562 18 $6,562 18 $6,562 18 - $37,504:611 183 Su b76 $193,097.98 Tl T42A -- Parcel 625 $705.92 $729.22 $72922 „$455;759°60 T1 T42B -- (3) Parcel (See T42B-1, -2 & -3) EDU -- -- --- -------- EDU 35 5 $60 56 - --- - -- -- $6056 $62.56 --- ------ $6256 T42B-1 -- _ ----------------- $2,189 55 ---- -- --- - -- $312 79 Parcel 40 $717 42 ----------- $741 09 $741 09 $29,643 79 _ _ $62.56 T42B-2 -- $625 58 Parcel 31 $1,52641 $1,57678 -- ------------ $1,57678 $48,88023 -_$4.96__------- - T42B-3 -- -- - - $11,305 15 Parcel 15 $122.80 $126.85 $12685 $1,90279 86 °,sSubtotal: , x$80,426.81; T1 T42C - Parcel 95 $65771 $67941 $679 41 p$64,544.37E Tl T46 & Annex Parcel 2,306 $730.92 $755.04 $755.04 """$l 741;123.07,, T46A _ T1 T47 -- Parcel 1,489 $36225 $37420 $374 20 a $557;190:13; Total: $12,132,347.95 (1) Zone T23 - Consists of 1,490 residential parcels Zone T23 has 951 SF units and 3 non -res, Zone T23-1 has 383 condo units, Zone T23-2 has 156 condo units (2) Zone T31 - Consists of 182 residential parcels and one commercial parcel (3) Zone T42B - Is comprised of three separate Areas Area I (T4213-1) assessed 40 parcels, Area 2 (T4213-2) assessed 31 parcels, and Area 3 (T4213-3) assessed 15 parcels (4) The assessment rate for this Zone or Annexation is a per -month rate 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 2008-09, as calculated from March 2007 to March 2008, is 3.3% 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. Harris &Associates r \santa clarita\admin 08-09\reports\Imd\Imd final rpt 171un08 doc T52 -- Parcel 460 $72450 $748.41 $748 41': City of Santa Clarita June 17, 2008 Landscape Maintenance Districts Combined Engineer's Report, FY 2008-09 Page 19 PART D ASSESSMENT ROLL The total proposed assessment for Fiscal Year 2008-09 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. 7II LJ 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 during normal business hours and, by reference, are made part of this report. li 1 1 Harris &Associates r \santa clarita\admin 08-091reports\Imd\Imd final rpt 17tun08 doc M N F- d m m 0 ca x H-, 1 ' O N O U N m N C 7 1 rn 0 00 0 0 N w U LL D Q N U y, C N m cc c � ' W U C O m C E C t,D pa :C 0 Final SII Engineer's Report For City of Santa Clarita Streetlight Maintenance District No. 1 Fiscal Year 2008-09 Submitted To: Santa Clarita, California Prepared By: Harris & Associates,. June 17, 2008 1 1 1 1 1 1 1 1 1 1 1 1 City of Santa Clarita Streetlight Maintenance District No. 1 ENGINEER'S REPORT Table of Contents June 17, 2008 Certifications...............................................................................1 Introduction................................................................................. 2 Report.......................................................................................... 5 Part A - Plans and Specifications ........................................... 7 Part B - Estimate of Cost ....................................................... 8 Part C - Assessment Diagram..............................................10 Part D — Assessment Roll....................................................10 Part E - Method of Apportionment of Assessment .............. l l R:\santa clanta\Admm 08-09\Reports\SMD\smd 08-09 Final report Mun08 doc Hams & Associates City of Santa Clarita June 17, 2008 Streetlight Maintenance District No. 1 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 17, 2008 Joan E. C R.C.E. No. 41965 I ' I HEREBY CERTIFY that the enclosed Engineer's Report, to e$er with Nsessment Roll and Assessment Diagram thereto attached, was filed with me on the day of , 2008. °._CO(l''., Sharon L. Dawson, City Clerk, \` v�TFO o = City of Santa Clarita Q Los Angeles County, California—~ C 15, o Q N9II7 H O C"Q(./FO`.+�`P �2 Jr£ By ' for ll lllllllll\I\d I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and Assessment Diagram thereto attached, was appr(ged and confirmed by the City Council of the City of Santa Clarita, California, on the 2y^day of , 2008. ' Sharon L. Dawson, City Clerk, "11\ wlululuu//. City of Santa Clarita Los Angeles County, California By ' _Z DEC. 15, 4 1987 y = N a =�0 cgUFORN\P ��oi� //ll 1,01 11111\11\ RAsanta clarita\Admin W09\Reports\SMD\snld 08-09 Final report 17Jun08.dm I Harris & Associates r City of Santa Clarita June 17, 2008 Streetlight Maintenance District No. 1 Page 2 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- I was established to cover the lights in the new annexation areas and to 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. 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, 2008. 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. 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. RAsanta clanta\Admm 08-09\Reports\SMD\smd 08-09 Final report Mun08.doc Harris & Associates City of Santa Clarita June 17, 2008 Streetlight Maintenance District No. 1 Page 3 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. 1 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 r light and dark areas. f Most parcels included in the District were 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). R \santa clantaWdmw OM9\Reports\SMD\smd OM9 Final report MunWdoc Harris & Associates D 11 ILI City of Santa Clarita June 17 2008 Streetlight Maintenance District No. 1 Page 4 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. 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 2008-09 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 2008. R \santa clanta\Admm 08-09\Reports\SMD\smd 08-09 Final report Mun08.doc Harris & Associates City of Santa Clarita June 17, 2008 Streetlight Maintenance District No. 1 Page 5 CITY OF SANTA CLARITA FISCAL YEAR 2008-09 ENGINEER'S REPORT PREPARED PURSUANT TO THE PROVISIONS OF THE 1 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. 1 R \santa clanta\Admm 08-09\Reports\.SMD\smd 08-09 Final report Mun08 doe Harris & Associates City of Santa Clarita June 17, 2008 Streetlight Maintenance District No, 1 Page 6 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. 1 11 r Ln 1 ' R \santa clantaWdmm 08-09\Reports\SMD\smd 08-09 Final report Mun08 doc Harris & Associates City of Santa Clarita June 17 2008 Streetlight Maintenance District No. 1 Page 7 PART A Plans and Specifications �j 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 14,435 streetlights currently owned and maintained by Edison and all approximate 718 streetlights owned by the City. The proposed new and/or existing improvements for Streetlight Maintenance District No. 1 include, but are not limited to, and may be generally described as follows: • The installation of street lighting, traffic signals and other appurtenant facilities that 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 all appurtenant work necessary to complete said installation or replacement. • The operation, maintenance, and servicing of all existing street lighting, traffic signals, and other appurtenant facilities that 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 2008-09. 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. 1 1 ' R \santa clanta\Admm 08-09\Reports\SMD\smd 08-09 Final report 17Jun08 doe Harris & Associates City of Santa Clarita Streetlight Maintenance District No. 1 i J 1 1 1 1 1 11 [I June 17, 2008 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 2008-09, 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. R \santa clanta\Admm 08-09\Reports\SMD\smd 08-09 Final report 17Jun08 doe I Harris & Associates IJ L, 1 1 'I City of Santa Clarita June 17, 2008 Streetlight Maintenance District No. 1 Page 9 2008-2009 Fiscal Year Budgets Estimate 1972 Act Ad Valorem Description Fund 359 Fund 354 REVENUES Assessment - Levy A Assessment - Levy B Ad Valorem Interest Other Fees Total Revenues EXPENDITURES Personnel Salary & Benefits Operations & Maintenance Electric Utilities - Traffic Signals Electric Utilities - Street Lights Traffic Signal Maintenance Contractual Services Automotive Equipment General Administration Capital Improvements Lighting Signal Total Expenditures OPERATING SURPLUS / (DEFICIT) $511,487 $0 $889,374 $0 $0 $2,038,843 $0 $175,000 $0 $155,000 $1,400,861 $2,368,843 $138,588 $0 $0 $250,000 $1,750,000 $0 $0 $632,000 $0 $115,000 $0 $25,500 $143,464 $0 $0 $0 $0 $1,075,000 $2,032,052 $2,097,500 ($631,191) $271,343 Fund Analysis Estimated Beginning Fund Balance (7/01/08) $0 $4,448,503 Estimated Revenues $1,400,861 $2,368,843 Estimated Expenditures ($2,032,052) ($2,097,500) Transfers In & Out $631,191 ($631,191) Reimbursement to General Fund $0 _ ($12,822) Operating Reserves $0 ($904,073) Replacement Reserves $0 ($786,362) Estimated Fund Balance (6/30/09) $0 $2,385,398 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. 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. ' R \santa clanta\Admm 08-09\Reports\SMD\smd 08-09 Final report Mun08 doc ( Harris & Associates 1 L 1 1 1 City of Santa Clarita June 17, 2008 Streetlight Maintenance District No. 1 Page 10 PART C 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 2008-09, shows the Fiscal Year 2008-09 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 annual increase, as approved by property owners during the annexation process, based on 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). I R \santa clanta\Admm 08-09\Reports\SMD\smd 08-09 Final report Mun08 doe I Harris & Associates 11 r L� City of Santa Clarita June 17, 2008 Streetlight Maintenance District No. 1 Page 11 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 Analysis 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 special benefit from the improvements over and above general benefits conferred by the improvements. Most of the street lighting 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, street lighting and appurtenant facilities to serve the parcels. Therefore, these parcels within the District could not have been developed in the absence of the installation and promised maintenance of these facilities. The proper maintenance of the street lighting and appurtenant facilities specially benefit parcels within the District. The proper maintenance of the street lighting and appurtenant facilities reduces property -related crimes (especially vandalism) against properties in the District. The street lighting ' located in Streetlight Maintenance District No. 1 helps to visually join the various segments of the community, which enhance property. In addition, all of the above mentioned contributes to a specific enhancement of the property values of each of the parcels within the District. ' 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 particular and distinct special benefit to all developed parcels in the District. Street lighting 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. R \santa clantaWdmm 08-09\Reports\SMD\smd 08-09 Final report Mun08 doc Harris & Associates 11 11 City of Santa Clarita June 17, 2008 Streetlight Maintenance District No. 1 Page 12 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. ' 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. r. 1 P-, The systems of streets within the District are established to provide access to each parcel in the 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. General Benefit Analysis In addition to the special benefits received by the parcels within the District, there are incidental general benefits conferred by the improvements. It is estimated that the general benefit portion of the benefit received from the improvements 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. The total benefits are thus a combination of the special benefits to the parcels within the District and the general benefits to the public at large. The portion of the total streetlight maintenance costs which are associated with general benefits will not be assessed to the parcels in the district, but will be paid from other City Funds. These general benefits are more than adequately offset by the substantial contribution from the ad valorem street lighting assessment. Assessment Rates For Fiscal Year 2008-09 Streetlight Maintenance District No. 1 will continue with the current rate schedule as used by Los Angeles County at the time of the transfer ofjurisdiction. ' R \santa clanta\Admm 08-09\Reports\SMD\smd 08-09 Final report Mun08 doc Harris & Associates ' City of Santa Clarita June 17, 2008 Streetlight Maintenance District No. 1 Page 13 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. k 1 L J 1 The proposed assessment rate for the original District parcels for Fiscal Year 2008-09 $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 84 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 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). 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: FY 2008-09 Assessment Rates Mar'07 to Mar'08 CPI: 3.30% 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. R \santa clanta\Admin 08-09\Reports\SMD\smd 08-09 Final report Mun08 doe I Harris & Associates FY 2007-08 Max. Asmt Rate CPI Increase FY 2008-09 Max Asmt FY 2008-09 Actual Asmt Original District Parcels $12.38 / EDU - $12.38 / EDU $12.38 / EDU Annexation Parcels $54 40 / EDU $1 80 / EDU $56.20 / EDU $56.20 / EDU Mar'07 to Mar'08 CPI: 3.30% 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. R \santa clanta\Admin 08-09\Reports\SMD\smd 08-09 Final report Mun08 doe I Harris & Associates r 1 1 1 i City of Santa Clarita June 17, 2008 Streetlight Maintenance District No. 1 Page 14 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 1 summarizes the Residential EDU Calculation. Table 1 — Residential EDU Calculations Peoale Use Security Intensity Total EDU's SFR and Condos 050 025 025 1 00 per parcel APT2 Apartments (2-4 units) 1/2 x units 0.25 x units 0.25 2 1.00 050 025 1.75 per parcel 3 1 50 075 025 2 50 Der Darcel 4 200 1.00 0.25 3 25 per parcel APT5 Apartments (5-20 units) 1/2 x units 1.00 0.25 5 250 1 00 025 3.75 per parcel 20 1000 1 00 025 11 25 per parcel APT21 Apartments (21-50 units) 1/3 x (units - 20) + 20 -unit apartment EDU's 50 1000 1125 21 25 per parcel APT51 Apartments (51-100 units) 1/4 x (units - 50) + 50 -unit apartment EDU's 100 1250 21 25 33 75 per parcel APT101 Apartments (100+ units) 1/5 x (units -100) + 100 -unit apartment EDU's 175 1500 3375 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. R \santa claritaWdmm 08-09U2eports\SMD\smd 08-09 Final report Mun08 dac Harris & Associates City of Santa Clarita June 17 2008 Streetlight Maintenance District No. 1 Page 15 1 R \santa clanta\Admm 08-09\Reports\SMD\smd 08-09 Final report 17Jun08 doc I Harris & Associates Table 2 summarizes the Non -Residential EDU calculation: Table 2 - Non -Residential EDU Calculations People Use Security Intensity Total EDU's NON-RESIDENTIAL ' GRP -A Group A Irrigated Farms, Dry Farms, Cemeteries, Dump 1 EDU minimum charge 1.00 per parcel Sites Animal Kennels, Nurseries and greenhouses, GRP -B Group B Industrial parking lots, Churches, Private Schools, Petroleum and Gas, Utility 1 00 050 050 2 00 per parcel GRP -C Group C Commercial Parking Lots 100 0.50 1 00 250 per parcel Office & Professional budding, Bank, Savings & GRP -D Group D Loan, Service Shop, Lumber Yard, Golf Course, 1.00 1 00 100 3.00 per parcel Race track/stable, Camp, Home for the Aged GRP -E Group E Store, Store w/ office or residence, Service Station, 2,00 1.00 1 00 400 per parcel Club & Lodge Hall GRP -F Group F Rooming House (same as 6 unit apartment) 100 3.00 0.25 4.25 per parcel ' GRP -G Group G Restaurant, Theater 300 1 00 1.00 500 per parcel GRP -H Group H Light Manufacturing, Food Processing Plant, 2.00 200 1.00 500 per parcel Warehousing GRP -I Group I Auto, Recreational Equipment Sales & Service 200 2.00 200 600 per parcel ' GRP -J Group J Market, Bowling Alley, Skating Rink, Department Store, Hotel/Motel, Mobile Home Park 400 200 200 8.00 per parcel Group K All parcels In Group K are assessed a minimum of 3 EDU's GRP -K1 Group K-1 300 100 125 5.25 Open Storage 0014973 per lot 100sf Mineral Processing 0005615 per lot 100sf GRP -K2 Group K-2 400 1.00 125 625 ' Private College/Universfty Wholesale and manufacturing outlets 0001736 per lot 100sf 0059858 per lot 100sf Athletic and Amusement Facilities 0027431 per lot 100sf Heavy Manufacturing 0006382 per lot 100sf Hospitals 0012886 per lot 100sf GRP -K3 Group K-3 4.00 1.00 1 50 650 ' Motion Picture, Radio, T V 0010938 per lot 100sf Neighborhood Shopping Centers 0014449 per lot 100sf Regional Shopping Centers 0021812 per lot 100sf ' Vacant 000 000 000 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 clanta\Admm 08-09\Reports\SMD\smd 08-09 Final report 17Jun08 doc I Harris & Associates 1 1 �I 1 L� City of Santa Clarita June 17, 2008 Streetlight Maintenance District No. 1 Page 16 Table 3 —EDU Summary by Land Use ' R \santa clanta\Admm 08-09\Reports\SMD\smd 08-09 Final report Mun08 doc I Harris & Associates Landuse Parcels Units Lot Scl Ft EDU's Prel. Asmts Original District: SFR 23,745 23,745 - 23,745.000 $293,963.10 (Levy "A") CNDO 9,284 9,284 - 9,284.000 $114,935.92 Asmts per EDU APT2 218 537 - 457.250 $5,660.76 $12.38 APT5 64 647 - 403 500 $4,995.33 APT21 33 1,039 - 497.583 $6,160.08 APT51 15 1,108 - 408.250 $5,054.14 APT101 13 2,382 - 655.150 $8,110.76 GRP -A 3 - - 3.000 $37.14 GRP -B 46 - - 92 000 $1,138.96 GRP -C 30 - - 75 000 $928.50 GRP -D 108 - - 324.000 $4,011.12 GRP -E 149 - - 596.000 $7,378.48 GRP -G 32 - - 160.000 $1,980.80 GRP -H 141 - - 705.000 $8,727.90 GRP -I 58 - - 348.000 $4,308.24 GRP -J 21 - - 168.000 $2,079.84 GRP -K1 4 - 315,939 21.792 $269.78 GRP -K2 28 - 35,588,864 2,313.847 $28,645.43 GRP -K3 55 - 7,333,537 1,058.254 $13,101.18 VAC 86 - - - $0.00 Subtotals: 34,133 38,742 43,238,340 41,315.626 $511,487.45 Annexations: SFR 6,561 6,561 - 6,561.000 $368,728.20 (Levy "B") CNDO 3,608 3,608 - 3,608.000 $202,769.60 Asmts per EDU APT2 3 9 - 7.500 $421.50 $56.20 APT5 1 15 - 8.750 $491.75 APT21 2 65 - 30.833 $1,732.81 APT51 1 93 - 32.000 $1,798.40 APT101 11 2,251 - 601.450 $33,801.49 GRP -A 1 - - 1.000 $56.20 GRP -13 21 - - 47.000 $2,641.40 GRP -C 33 - - 82.500 $4,636.50 GRP -D 124 - - 372 000 $20,906.40 GRP -E 44 - - 176.000 $9,89120 GRP -G 11 - - 55.000 $3,091.00 GRP -H 440 - - 2,200.000 $123,64000 GRP -I 16 - - 96.000 $5,39520 GRP -J 14 - - 112.000 $6,29440 GRP -MULTI 3 - - 38.000 $2,135.60 GRP -K1 2 - 266,176 17.700 $994.74 GRP -K2 8 - 2,993,905 324 510 $18,237.46 GRP -K3 65 - 8,060,976 1,453.925 $81,710.59 VAC 654 - - - $0.00 Subtotals: 11,623 12,602 11,321,057 15,825.168 $889,374.44 Totals: 45,756 519344 54,559,397 57,140.794 $1,400,861.89 ' R \santa clanta\Admm 08-09\Reports\SMD\smd 08-09 Final report Mun08 doc I Harris & Associates :o FINAL *� ENGINEER'S REPORT Ifl FOR Iff OPEN SPACE MAINTENANCE DISTRICT (Golden Valley Ranch) Fiscal Year 2008-09 CITY OF SANTA CLARITA LOS ANGELES COUNTY, CALIFORNIA Prepared by: Harris & Associates o� A June 17, 2008 City of Santa Clarita June 17, 2008 Open Space Maintenance District (Golden Valley Ranch) Engineer's Report, FY 2008-09 Page 1 TABLE OF CONTENTS Certificates.................................................................................................................... 2 Report........................................................................................................................... 3 Part A - Plans and Specifications............................................................................ 4 Part B - Estimate of Cost........................................................................................ 5 Part C - Method of Apportionment of Assessment ................................................. 6 PartD - Assessment Roll........................................................................................ 8 Part E - Assessment Diagram............................................................................... 11 R \santa clanta\Admin 08-09\Reports\0SGVR\gvrosmd Final 08-09 17Jun08 doc Harris & Associates City of Santa Clarita June 17, 2008 Open Space Maintenance District (Golden Valley Ranch) Engineer's Report, FY 2008-09 Page 2 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. 'O/ r.yc Dated: June 17, 2008 NO. 41985 A KP. 3/31/10 CiVic BT- Joan . Cox P OF c�\Fo R.C.E. No. 41965 I HEREBY CERTIFY that the enclosed Engineer's Report, toget�ier with Assessment Roll and Assessment Diagram thereto attVbpd, was filed with me on the day of 2008. Sharon L. Dawson City Clerk City of Santa Clarita z i DEC 15, c = Los Angeles County, California = 4 : 1987 N BY 6� Lilite JRSK� 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 >)Oday of 2008. _.aputumrutnin,,. \\.` �4 _COU ��PQ GpFPOI�r�'y�i Z 1 DEC. 15, o cr1 1987 y a 'O cq4 tFORNVP �� 4 R9santa cladta\Admin 08-09\Reports\OSGVR\gvmsmd Final 08-09 Mun08.doc Sharon L. Dawson, City Clerk City of Santa Clarita Los Angeles County, California Harris & Associates City of Santa Clarita June 17, 2008 Open Space Maintenance District (Golden Valley Ranch) Engineer's Report, FY 2008-09 Page 3 FISCAL YEAR 2008-09 ' 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 Contains a Diagram of the Maintenance District Boundaries showing the exterior boundaries of the 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. J ' R \santa clanta\Admin 08-09\Reports\OSGVR\gvrosmd Final 08-09 17Jun08 doc I Harris & Associates City of Santa Clarita June 17, 2008 Open Space Maintenance District (Golden Valley Ranch) ' Engineer's Report, FY 2008-09 Page 4 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 improvements to remove or cover graffiti; and trail maintenance. Servicing 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. 1 1 1 ' R \santa clarita\Admin 08-09\Reports\OSGVR\gvrosmd Final 08-09 17Jun08 doc I Harris & Associates City of Santa Clarita June 17, 2008 Open Space Maintenance District (Golden Valley Ranch) Engineer's Report, FY 2008-09 Page 5 PART B ' 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 2008-09. 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. 11 Ll i 1 Maintenance & Servicing Costs Natural Open Space & Trails $50,000 Administration Costs $4,500 $54,500 Operating and Capital Reserve $62,186 Interest (positive) ($2,975) Prior Year (surplus) or deficit ($49,963) Total To Assessment $63,748 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. R \santa clanta\Admin 08-09\Reports\OSGVR\gvrosmd Final 08-09 17Jun08 doc ( Harris & Associates ' City of Santa Clarita June 17, 2008 Open Space Maintenance District (Golden Valley Ranch) Engineer's Report, FY 2008-09 Page 6 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 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 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 located 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). Without the open space areas, residential development would not be allowed to occur within the boundaries of the Tentative Tract; therefore, all real property proposed to be developed for ' residential uses receive and are conferred a particular and distinct special benefit from these open space areas and their maintenance. Non-residential properties are not subject to this condition and therefore do not receive special benefit from the improvements. The general benefits associated with these open space areas and their maintenance are considered incidental, negligible and non - quantifiable. R \santa clarita\Admin 08-09\Reports\OSGVR\gvrosmd Final 08-09 17Jun08 doc I Harris & Associates ' City of Santa Clarita June 17, 2008 Open Space Maintenance District (Golden Valley Ranch) Engineer's Report, FY 2008-09 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. ' $61,700 / 142.05 acres= $434.36 /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. J Maximum Maximum Actual Actual Total Projected Est. Projected Max. FY 07-08 Asmt FY 08-09 Asmt Res. FY 08-09 Asmt FY 08-09 Planned FY 08-09 Asmt Rate per Res. Acre per Res. Acre Acres per Res. Acre Assessment Res. Units per Residential Unit $434.43 / acre $448.77 / acre 129.89 $448.77 / acre $58,290.74 404 SFR $144.28 / SFR Unit $434.43 / acre 1 $448.77 / acre 1 12.16 1 $448.77 / acre 1 $5,457.04 1 95 CON $57.44 /CON Unit CPI Increase = 3.30% 142.05 $63,747.78 If the number of residential units differs from those projected above, the maximum assessment rates ' per residential unit will also differ. I� u 1 * 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 March, 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. R \santa clarita\Admin 08-09\Reports\0SGVR\gvrosmd Final 08-09 Mun08 doe I Harris & Associates ' City of Santa Clarita June 17, 2008 Open Space Maintenance District (Golden Valley Ranch) Engineer's Report, FY 2008.09 Page 8 PART D ASSESSMENT ROLL The Assessment Roll is a listing of the proposed assessment for Fiscal Year 2008-09 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). Planned FY 2008-09 Assessor's Dwelling Parcel ' Total Asmt Parcel No. Landuse Units Acres Asmt $63,748 28410-170-43 CNDO SFV 95 166 124.33 $23,95048 28410-590-01 SFV 1 000 $144.28 ' 28410-590-02 SFV 1 0.00 $144.28 28410-590-03 SFV 1 0.00 $144.28 28410-590-04 SFV 1 0.00 $144.28 28410-590-05 SFV 1 0.00 $144.28 28410-590-06 SFV 1 000 $14428 28410-590-07 28410-590-08 SFV SFV 1 1 000 0.00 $144.28 $144.28 28410-590-09 SFV 1 0.00 $144.28 28410-590-10 28410-590-11 SFV SFV 1 1 000 0.00 $14428 $144.28 28410-590-12 SFV 1 0.00 $144.28 ' 28410-590-13 28410-590-14 SFV SFV 1 1 0.00 0.00 $144.28 $144.28 28410-590-15 SFV 1 0.00 $144.28 28410-590-16 28410-590-17 SFV SFV 1 1 000 0.00 $144.28 $144.28 28410-590-18 SFV 1 0.00 $144.28 28410-590-19 SFV 1 0.00 $14428 28410-590-20 SFV 1 0.00 $144.28 28410-590-21 SFV 1 000 $144.28 28410-590-22 SFV 1 0.00 $144.28 ' 28410-590-23 SFV 1 0.00 $144.28 28410-590-24 SFV 1 0.00 $14428 28410-590-25 SFV 1 0.00 $144.28 28410-590-26 SFV 1 000 $144.28 28410-590-27 SFV 1 000 $14428 ' R \santa clanta\Admin 08-09\Reports\OSGVR\gvrosmd Final 08-09 17Jun08 doc I Harris & Associates ICity of Santa Clarita June 17, 2008 ' R \santa clanta\Ndmm 08-09\Reports\OSGVR\gvrosmd Final 08-09 17Jun08 doc Harris & Associates Open Space Maintenance District (Golden Valley Ranch) Engineer's Report, FY 2008-09 Page 9 Planned ' Assessor's Dwelling Parcel Parcel No. Landuse Units Acres Asmt 28410-590-28 SFV 1 0.00 $144.28 ' 28410-590-29 SFV 1 0.00 $144.28 28410-590-30 SFV 1 0.00 $144.28 28410-600-01 SFV 1 0.00 $144.28 ' 28410-600-02 SFV 1 0.00 $144.28 28410-600-03 SFV 1 0.00 $144.28 28410-600-04 SFV 1 000 $144.28 ' 28410-600-05 'SFV 1 0.00 $144.28 28410-600-06 SFV 1 0.00 $144.28 28410-600-07 SFV 1 0.00 $144.28 28410-600-08 SFV 1 0.00 $144.28 28410-600-09 SFV 1 0.00 $144.28 28410-600-10 SFV 1 0.00 $144.28 ' 28410-600-11 SFV 1 0.00 $14428 28410-600-12 SFV 1 000 $144.28 28410-600-13 SFV 1 0.00 $144.28 28410-600-14 SFV 1 0.00 $14428 28410-600-15 SFV 1 0.00 $144.28 28410-600-16 SFV 1 0.00 $144.28 28410-600-17 SFV 1 0.00 $144.28 28410-600-18 SFV 1 0.00 $144.28 28410-600-19 SFV 1 0.00 $144.28 28410-600-20 SFV 1 0.00 $14428 28410-600-21 SFV 1 0.00 $144.28 28410-600-22 SFV 1 0.00 $144.28 28410-600-23 SFV 1 0.00 $144.28 28410-600-24 SFV 1 0.00 $14428 28410-600-25 SFV 1 0.00 $144.28 28410-600-26 SFV 1 0.00 $144.28 28410-600-27 SFV 1 000 $144.28 ' 28410-600-28 28410-600-29 SFV SFV 1 1 0.00 0.00 $144.28 $144.28 28410-600-30 SFV 1 0.00 $144.28 ' 28410-600-31 28410-600-32 SFV SFV 1 1 000 0.00 $14428 $144.28 28410-600-33 SFV 1 000 $144.28 28410-600-34 28410-600-35 SFV SFV 1 1 000 0.00 $144.28 $144.28 28410-600-36 SFV 1 000 $144.28 28410-600-37 28480-090-42 SFV SFV 1 147 000 101.05 $144.28 $21,209.16 28480-380-01 SFV 1 0.00 $144.28 28480-380-02 SFV 1 0.00 $144.28 ' R \santa clanta\Ndmm 08-09\Reports\OSGVR\gvrosmd Final 08-09 17Jun08 doc Harris & Associates 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 City of Santa Clarita Open Space Maintenance District (Golden Valley Ranch) Engineer's Report, FY 2008-09 a Assessor's Parcel No. 28480-380-03 28480-380-04 28480-380-05 28480-380-06 28480-380-07 28480-380-08 28480-380-09 28480-380-10 28480-380-11 28480-380-12 28480-380-13 28480-380-14 28480-380-15 28480-380-16 28480-380-17 28480-380-18 28480-380-19 28480-380-20 28480-380-21 28480-380-22 28480-380-23 28480-380-24 Landuse SFV SFV SFV SFV SFV SFV SFV SFV SFV SFV SFV SFV SFV SFV SFV SFV SFV SFV SFV SFV SFV SFV R \santa clarita\Admin 08-09\Reports\OSGVR\gvrosmd Final 08-09 17Jun08 doc June 17, 2008 Paqe 10 Planned Dwelling Parcel Units Acres Asmt 1 000 $144.28 1 000 $144.28 1 0.00 $144.28 1 000 $144.28 1 000 $144.28 1 0.00 $144.28 1 0.00 $144.28 1 0.00 $144.28 1 0.00 $144.28 1 0.00 $144.28 1 0.00 $144.28 1 000 $144.28 1 0.00 $144.28 1 0.00 $144.28 1 0.00 $144.28 1 0.00 $144.28 1 0.00 $144.28 1 000 $144.28 1 0.00 $144.28 1 0.00 $144.28 1 0.00 $144.28 1 0.00 $144.28 499 225.38 $63,745.92 Harris & Associates 1 1 1 1 1 1 1 1 1 1 1 1 1 1 City of Santa Clarita June 17, 2008 Open Space Maintenance District (Golden Valley Ranch) Engineer's Report, FY 2008-09 Page 11 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 \santa clantaWmin 08-09\Reports\OSGVR\gvrosmd Final 08-09 17Jun08 doc Harris & Associates 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 City of Santa Clarita June 17, 2008 Open Space Maintenance District (Golden Valley Ranch) Engineer's Report, FY 2008-09 Page 12 R \santa clanta\Admin 08-09\Reports\OSGVR\gvrosmd Final 08-09 17Jun08 doc Harris & Associates City of Santa Clarita June 17, 2008 Open Space Maintenance District (Golden Valley Ranch) Engineer's Report, FY 2008-09 Page 13 R \santa clarita\Admin 08-09\Reports\OSGVR\gvrosmd Final 08-09 17Jun08 doc Harris & Associates Final Engineer's Report for Open Space' Preservation District Fiscal Year 2008-09 Prepared under the provisions of the Landscaping and Lighting Act of 1972 For the CITY OF SANTA CLARITA Los Angeles County, California Prepared by: Harris & Associates June 17, 2008 City of Santa Clarita June 17, 2008 Open Space Preservation District Engineer's Report, FY 2008-09 -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.......................................................................................15 Part E - Assessment Diagram.....:..........................................................................15 Appendix — Open Space Acquisition Implementation Work Program r \santa clanta\admin 08-09\reports\open space\ospd fy08-09 final rpt 17jun08 doc Harris & Associates 1 . City of Santa Clarita June 17, 2008 Open Space Preservation District Engineer's Report, FY 2008.09 Page 2 CITY OF SANTA•CLARITA OPEN'SPACE PRESERVATION DISTRICT ENGINEER'S REPORT_ CERTIFICATES" The undersigned dctimg 6n,behalf`,6f,I4ams &,,k�,,,ociaies;�resE'ectfully-submits the enclosed Engineer's, Report as directed by City Council pui,uarit to the- provisions of Section 4 of•Article XlllD of the California Constitution, anis-provisions of the''Landscaping and Lighting Act of 1972, Section 22500 et seq. of the Calilbrma Streets -and highways Codc. 11re undersigned certifies that she is a Professional Ungincer, •registered m the State of California. Dated: June 17, 20081 B Joan E. NX R.0 E. No. 41965 I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and Assessment Diagram thereto attached, was filed with me on the ___ day of , 2008. Sharon 1 Dawson, City Clerk City of Santa Clanta ,Los Angeles County, California By-- . ---- I IIFREBY CEWFIFY that the enclosed Engineer's Report. together- with Assessment Roll and Assessment Diagrain thereto attached; was approved and confirmed by the City Council of the City of Santa Clanta. California, on the day of , 2008. Sharon 1, Dawson, City Clerk City of Santa Clanta L,os Angeles County, California By r,santa c'anta'\admm 08.09,reports,.oper, sp ice:ospd f/08-0:: ural rpt 117ti.n08 am an I Harris & Associates f City of Santa Clarita June 17, 2008 Open Space Preservation District Engineer's Report, FY 2008-09 " Page 3 FISCAL YEAR 2008-09 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 PRESERVATION DISTRICT hereinafter referred to as the "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 improvements 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 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 District. PART E — ASSESSMENT DIAGRAM Contains a Diagram of the District Boundaries showing the exterior boundaries of the District, the boundaries of any zones within the District and the lines and dimensions of each lot or parcel of land within the District. 0 r\santa clanta\admin 08-09\reports\open space\ospd fy08-09 final rpt 17jun08 doc M I Harris & Associates 5 � City of Santa Clarita June 17, 2008 Open Space Preservation District Engineer's Report, FY 2008-09 Page 4 PART A PLANS AND SPECIFICATIONS ' The Open Space Preservation District expands the'City's existing Open Space, Park and Parkland Program. This program" acquires, preserves, improves, finances; services and maintains facilities as, described below. " -It is the City Council's intent to utilize the additional funding from the Open Space Preservation District to expand the existing Open' Space, Park; 'and'Park]and Program to accelerate vacant land ; , acquisition'in and around the City in accordance with the -guidelines outlined in the Open Space - Acquisition Implementation Work Program, which'is included herein and is provided in the Appendix. The improvements are the acquisition, preservation, improvement, financing, servicing and maintenance of parks, parkland and open space lands and appurtenant equipment and facilities, including but not limited to, personnel, electrical energy, utilities such as water, materials, contracting services, debt service costs, and other items necessaryfor the" satisfactory provision of these facilities and services. Facilities include but are not limited to: ■ Open Space Lands ■ The Santa Clara River Watershed ■ Trail Systems ■ Wildlife Corridors ■ Park and Recreation Facilities and Equipment Maintenance means the furnishing of services and materials for the ordinary and usual maintenance, operation, preservation and servicing, including repair, removal or replacement of all or part of any of the park, parklands and open space lands or appurtenant equipment or 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 and other solid waste; brush clearing; and the cleaning, sandblasting, and painting of walls and other improvements to remove or cover graffiti. Servicing means the furnishing of water for the irrigation and the furnishing of electric current or energy, gas or other illuminating agent for the operation of the park, parklands and open space lands or appurtenant equipment or facilities. The City intends to finance a portion of the facilities through the issuance of bonded indebtedness. The plans and specifications for the improvements, showing the general nature, location and the extent of the facilities, are on file in the City Park and Recreation Department and are by reference herein made a part of this report. r \santa clanta\admin 08-09\reports\open space\ospd fy08-09 final rpt 17jun08 doc Harris & Associates V City of Santa Clarita June 17, 2008 Open Space Preservation District Engineer's Report, FY 2008-09 Page 5, PART B ESTIMATE OF COST The City's,budget for the Open Space, Park, and Parkland Program, shown below, details the estimated `costs for Fiscal Year 2008-09 as available at the time of preparation of this report. -The 1972 Act provides that the total cost.of the construction, acquisition, preservation, improvement„ ' servicing and maintenance, together; with incidental expenses, may be financed from the assessment- , proceeds„Tlie incidental expenses may include engineering fees, legal fees, printing, mailing, postage, publishing, and all -other related costs identified with the district proceedings. Open Space;, Park, and Parkland Program $7,094,096 Expansion ofthe Program through the Preservation District $1,671,811 Less General Benefit Contribution (71.5%) ($6,267,624) Subtotal (City's Special Benefit Allocation): $2,498,283 Less Additional City Contribution ($3,527,215) Administration $23,000 Bond Debt Service $718,652 Operating Reserve $624,571 Beginning Bond Net Proceeds - Acquisition Reserve (positive) ($15,000,000) Other Revenue (interest, etc) • ($17,500) Estimated Land Acquisition Costs $15,000,000 Estimated Land Acquisition Grant Matching Funds $0 Ending Land Acquisition Reserve $17,500 Fund Balance as of 6/30/08 $1,334,520 Total To Assessment: $1,671,811 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 or incur bonded indebtedness, if needed, to ensure adequate cash flow or timing of the provision of the facilities, and will be reimbursed for any such advances or payment of annual bond debt service upon receipt of assessments. Any surplus or deficit remaining on July 1 must be carried over to the next fiscal year. r \santa clarita\admin 08-09\reports\open space\ospd fy08-09 final rpt 17jun08 doc em Harris & Associates 0 I City of Santa Clarita June 17, 2008 Open Space Preservation District Engineer's Report, FY 2008-09 :,Page•6 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 Assessment Districts by cities for the purpose of providing certain• ` ' . public improvements which include the construction, maintenance and servicing of park and, recreation improvements and the' acquisition of land for park,' recreation or open space purposes. Section 22573, Landscaping and Lighting Act of 1972 requires that 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 assessment 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 assessment 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, the "Right to Vote on Taxes Act" which was approved on the November 1996 Statewide ballot and added Article XIIID to the California Constitution, requires that a parcel's assessment may not exceed the reasonable cost of the proportional special benefit conferred on that parcel. XIIID provides that only special benefits are assessable and the City must separate the general benefits from the special benefits. XIIID also requires that publicly owned properties that benefit from the improvements be assessed. Reason For The Assessment The District will fund a portion of the City's Open Space, Park, and Parkland Program (the "Program") as previously defined herein in Part A of this Report. This Program covers park and recreation facilities, open space lands, the Santa Clara River watershed, trail systems and wildlife corridors throughout the City of Santa Clarita, and open space preservation around the perimeter of the City. Special Benefit Analysis Parcels within the -District will be assessed for those improvements that provide a special benefit to the properties. Article XIIID of the California Constitution defines special benefit as: "A particular and distinct benefit over and above general benefits conferred on real property located in the district or to the public at large. General enhancement of property value does not constitute `special benefit'." Special Benefit Determination The overall quality of life and desirability of an area is enhanced when parks, open space and recreational facilities are in place, improved, operable, safe, clean and maintained. Property r \santa clanta\admin 08-09\reports\open space\ospd fy08-09 final rpt 17jun08 doc on Harris & Associates City of Santa Clarita June 17, 2008 Open Space Preservation District Engineer's Report, FY 2008-09' Page 7 desirability in 'an area also -increases when there is an increase in the number of parks, open,space and ;recreation facilities. Studies in a number of communities'have indicated that recreation areas and facilities, if well; maiufain' 64and wisely adininistered, have caused a marked increase in the property values 'of parcels, •in'the.conimumty. Consequently, such recreation 'and park facilities have proved to be,a potent _ factor in maintaining a sound economic condition and a high standard of livability in the community: These studies confirm the opinion long held by planning authorities as to the economic, value of parks; aria recreational facilities in a.community. _ "The recreation value is iealized as a rise in the value of land and other property in or near the recreation area, and is of both`private interest to the landowner and others, holding an ' economic stake in the area, and of public interest to the taxpayers, who have a stake...." (National Recreation and Park Association, June 1985) "Recreation and park amenities are central components in establishing the quality of life.in a community.... [businesses'] main resource is their employees for whom quality of life is an important issue.. The availability and'attractiveness of local parks and programs influences some companies' relocation decisions.... the presence of a park encourages real estate development around it...." (California Parks & Recreation, Winter 1997) The special benefit of parks and other recreational facilities conferred to residential and non residential properties has been summarized by a number of studies. The United States Department of the Interior, National Park Service, in a publication dated June 1984, concluded that: ■ "Parks and recreation stimulate business and generate tax revenues." ■ "Parks and recreation help conserve land, energy, and resources." ■ "An investment in parks and recreation helps reduce pollution and noise, makes communities more livable, and increases property values." ■ "Public recreation benefits all employers by providing continuing opportunities to maintain a level of fitness throughout one's working life, and through helping individuals cope with the stress of a fast -paced and demandirig life." Collaborative Economics, a Silicon Valley think-tank, has found strong connections between the physical design and attractive maintenance of community facilities and the new knowledge -driven, service-oriented economy (Linking the New Economy to Livable Communities, Collaborative Economics 1998). Businesses are increasingly valuing "quality of life" as a way to recruit and retain skilled workers (Profiles of Business Leadership on Smart Growth, National Association of Local Government Environmental Professionals, 1999). Non-residential property (either vacant or developed) located within a community that actively promotes the design and maintenance of park and recreation facilities, is conferred a distinct and special benefit because these features attract businesses, ensuring the highest and best use of the property. Area desirability helps to assure that vacant property is actually marketable to willing buyers and helps assure that the property owner can actually capture the full market value for property. Residential property (both vacant and developed) benefits from the "area desirability" because workers are attracted to community, and will purchase homes, which again assures the highest and best use of the property. As described above, when an area is desirable, property is more marketable and owners are better positioned to capture the benefits full market value. r \santa clarita\admin 08-09\reports\open space\ospd fy08-09 final rpt 17tun08 doc MR Harris & Assodates City of Santa Clarita June 17, 2008 Open Space Preservation District \ -Engineer's Report, FY 2008-09 Page 8 The entire community,. and parcels within the community, are conferred a special benefit when parks, and recreational facilities are included as part of the ovezall community design standard and are maintained. Homebuyers over age 55, considering a move, were surveyed about the amenities that, "would seriously influence them in selecting a new community". in Boomers on the Horizon: Housine - Preferences ofthe.55+ Market, National Association of Home Builders, 2002. The following results were found:_. Finally, the ERE Yarmouth and Real Estate Research Corporation has found that "smart communities" (those that actively plan and maintain parks,•open space, streetscaping and pedestrian friendly features) will experience the fastest rise in real estate values (Defining New Limits, Emereim- Trends in Real Estate, ERE Yarmouth and Real Estate Research Corporation, 1988). In addition, all of the aforementioned above illustrates that parks, open space and recreational facilities contribute to a specific increase in property desirability and a specific enhancement of the property value of each parcel within the district which confers a particular and distinct special benefit upon the real property located within the district Area of Benefit Proposition 218 states, "No assessment shall be imposed on any parcel which exceeds the reasonable cost of the proportional special benefit conferred on that parcel. Only special benefits are assessable, and an agency must separate the general benefits from the special benefits conferred on a parcel." Based on \the above, the area of benefit for the facilities and services funded by the District needs to be defined. - The National Recreation and Park Association standards are used to define the service area of the City's existing parklands and open space areas. These standards state that a community park, which serves the needs of several neighborhoods, has a service radius of up to 3 miles. Properties within this 3 -mile service radius are considered to receive special benefit from the facility. To define the service area of the District, a 3 -mile radius was drawn around all of the City's existing parklands and open space areas. This is shown on the Assessment Diagram at the back of this Report. It should be noted that the District service area includes Hasley Canyon Park, which is currently outside the City boundaries but within an area that is anticipated to annex into the City in the very r \santa clanta\admm 08-09\reports\open space\ospd fy08-09 final rpt 17tun08 doc Harris & Associates % Seeking Rank on Amenity, Group Amenity List Walking and jogging trails 55+ 52 1 Walking and jogging trails 55+ >$75k per year 65 Outdoor spaces 55+ 51 2 Outdoor spaces (park) 55+, moving to suburbs 55 Open Spaces 55+ „ 46 4 Finally, the ERE Yarmouth and Real Estate Research Corporation has found that "smart communities" (those that actively plan and maintain parks,•open space, streetscaping and pedestrian friendly features) will experience the fastest rise in real estate values (Defining New Limits, Emereim- Trends in Real Estate, ERE Yarmouth and Real Estate Research Corporation, 1988). In addition, all of the aforementioned above illustrates that parks, open space and recreational facilities contribute to a specific increase in property desirability and a specific enhancement of the property value of each parcel within the district which confers a particular and distinct special benefit upon the real property located within the district Area of Benefit Proposition 218 states, "No assessment shall be imposed on any parcel which exceeds the reasonable cost of the proportional special benefit conferred on that parcel. Only special benefits are assessable, and an agency must separate the general benefits from the special benefits conferred on a parcel." Based on \the above, the area of benefit for the facilities and services funded by the District needs to be defined. - The National Recreation and Park Association standards are used to define the service area of the City's existing parklands and open space areas. These standards state that a community park, which serves the needs of several neighborhoods, has a service radius of up to 3 miles. Properties within this 3 -mile service radius are considered to receive special benefit from the facility. To define the service area of the District, a 3 -mile radius was drawn around all of the City's existing parklands and open space areas. This is shown on the Assessment Diagram at the back of this Report. It should be noted that the District service area includes Hasley Canyon Park, which is currently outside the City boundaries but within an area that is anticipated to annex into the City in the very r \santa clanta\admm 08-09\reports\open space\ospd fy08-09 final rpt 17tun08 doc Harris & Associates City of Santa Clarita June 17, 2008 Open Space Preservation District Engineer's Report, FY 2008.09 Page 9 - near future. This park has been included to make sure, an appropriate service area has been - represented for the District. = :Parcels within the District service area are considered to receive special benefit from the District., The total area'served"by the Program, as defined above,; is 118,314 acres: Of that area,:84,602 acres, or; approximately 71.5%, *is outside the city boundaries. The benefits conferred on these non -city. parcels within the service areas are considered the "general -benefits'.'-• associated with the District.: ,Therefore, only 28.5% of the District budget is assessed to City properties as the quantification of special benefits received, and' 71.5% of the budget will be provided from other sources (e.g.: ;general, fund, Proposition A funds, etc:). 'This quantification of general benefit is considered a conservative estimate because much of the•area outside the City boundaries is currently sparsely developed when compared with the development intensity within the City. All properties within the City, of Santa Clarita are within the service area of the City's, existing, parklands.andopen space areas. Therefore, these properties receive special benefit from the existing facilities. The existing facilities are distributed throughout,all areas of the City. Because of the uniform distribution of the existing parklands and open space areas in the City, it is considered a reasonable approximation of the ultimate service area of the parklands and open space to be obtained, developed and preserved through the Program. Any future acquisition of undeveloped lands will be within the City of Santa Clarita city limits or within the service area of the City's existing parklands and open space areas. Because of this, and the fact that any undeveloped lands outside the City boundaries will remain essentially in their natural state, these additional areas are not considered to increase the benefit boundaries of the District. Special Benefit Methodology The District boundaries are coterminous with the City of Santa Clarita. To establish the special benefit to the individual parcels within the District, a Benefit Unit system is proposed. Each parcel of land is assigned Benefit Units (BU's) in proportion to the estimated special benefit the parcel receives relative to the other parcels within the District from the Program. Benefit Units are established by considering both the dwelling unit equivalency of a property and the benefits provided, as discussed above. Basic Formula: (Equivalent Dwelling Units) x (Benefit Factor) = Benefit Units 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.) r\santa clanta\admin 08-09\reports\open space\ospd fy08-09 final rpt 17jun08 doc � Harris & Associates City of Santa Clarita June 17, 2008 Open Space Preservation District Engineer's Report, FY 2008-09 • Page 10 A methodology has been developed to calculate -the EDU's for other residential land uses and for non-residential parcefs:• 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. Table 1 outlines the EDU formula. Residential Single Family Residences (SFR)., A single, family home equals 1 EDU. Multi -family Residences (Apartments -and Condominiums) and Mobile Home Parks. 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 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. r\santa clanta\admin 08-09\reports\open space\ospd fy08-09 final rpt 171un08 doc Harris & Associates Table 1 - EDU Formula. AssessedX EDU Equivalent Dwelling Land Use . Unit = Factor Unit Rate EDU Residential - Single family home 1 dwelling x 1 = 1.00 EDU /dwelling Single family vacant 1 parcel x 0.25 = 0.25 EDU / parcel Multi -Family (incl Condo) 1 dwelling x 0.75 = 0.75 EDU / dwelling Mobile Home Parks 1 space x 0.5 = 0.50 EDU / space Developed Non -Residential Commercial, Industrial, 1 acre x 6 = 600 EDU / acre Government, Church 1.00 EDU /parcel min Vacant 1 acre x 1.5 = 1.50 EDU / acre 0.25 EDU / parcel min 5 acre x 1.5 = 750 EDU / parcel max Residential Single Family Residences (SFR)., A single, family home equals 1 EDU. Multi -family Residences (Apartments -and Condominiums) and Mobile Home Parks. 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 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. r\santa clanta\admin 08-09\reports\open space\ospd fy08-09 final rpt 171un08 doc Harris & Associates City of Santa Clarita June 17, 2008 Open Space Preservation District Engineer's Report, FY 2008-09 Page 1.1 Developed Non -Residential Developed non-residential properties are defined as improved commercial, industrial and institutional- properties (such as churches). 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.T7 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 minimum EDU assignment for a developed non-residential parcel is 1.0 EDU per parcel,.which is the same as a developed SFR. The area o£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. Vacant Vacant property consists of parcels with few or no improved structures. These properties have virtually no impacts on infrastructure to make a comparison W 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 property is 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 as agricultural, 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. Regarding larger vacant properties, a strict application of the EDU rate per acre will result in an inappropriately large assessment, particularly considering the fact that the vacant parcel provides some of the open space attributes the park system endeavors to provide. As the size of a parcel increases, it begins to provide proportionally larger open space characteristics. In order to recognize this, the EDU rate for vacant, non -SFR property is applied to the first 5 acres only. This provides the City with a mechanism to effectively model the benefits received by vacant, non -SFR property in the more urbanized areas (where vacant lot sizes tend to be smaller because of encroaching development) while also crediting the open space benefits provide by larger, undeveloped parcels. Therefore, vacant, non -SFR parcels will be assessed 1.5 EDU's per acre up to a maximum of 5 acres per parcel. The minimum EDU assignment for a vacant parcel is 0.25 EDU's per parcel, which is 25% of a developed SFR. 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, common areas (such as in condominium complexes), 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. In addition, parks, greenbelts and open space are exempt from assessment, as are public schools, golf courses (which are considered as parks in most cities' planning documents) and cemeteries, which are also considered to provide a type of parkland and open space. r \santa clantMadmm 08-09\reports\open space\ospd fy08-09 final rpt 17jun08 doc Harris & Associates City of Santa Clarita June 17, 2008 Open Space Preservation District Engineer's Report, FY 2008-09 Page 12, Government -Owned Property Prop. 218 states, "Parcels within a district that are owned or used by any [public] agency... shall not be exempt from the assessment unless the agency can demonstrate... that [the] parcels in fact receive no special benefit." Government-owned (public) properties must be assessed for the benefits they receive. If no benefit is received (for example, parks and schools as discussed above) then the government- owned parcels can be "exempt" from the assessment. Uses such as City Hall and, maintenance yards are assessed as developed non-residential property. Benefit Factors Proper preservation of parklands and open space within and surrounding the City benefits properties by providing environmental quality and recreational enhancement. The amount of benefit received will vary with the different land use of the property. There are two categories from which the total benefit of a parcel is derived, and these benefits are weighted equally with respect to each other: 1. Environmental Quality Benefit. The improvement of the quality of air, visual aesthetics and attractiveness of the community as a place to live, work and do business. All properties within the District are considered to receive this benefit. 2. Recreation Enhancement Benefit. The availability of useable and safe parkland and - recreational facilities. Only residential properties are considered to receive this benefit as it more directly relates to the enhancement of the quality of life in the residential community. Table 2 outlines the Benefit Factors for the Open space, park and parkland program: Table 2 - Open Space & Parkland Benefit Factors Land Use: Residential Non -Residential 1 Environmental Quality 2 Recreation Enhancement 0.5 0.5 05 0.0 Total Benefit Factor = 1 0.5 Benefit Units As discussed above, the basic formula for calculating Benefit Units for each property is as follows: Basic Formula: (Equivalent Dwelling Units) x (Benefit Factor) = Benefit Units Table 3, below, outlines the Benefit Unit calculations for various properties: r\santa clanta\admin 08-09\reports\open space\ospd fy08-09 final rpt 17jun08 doc Harris & Associates r City of Santa Clarita June 17, 2008 Open Space Preservation District Z Engineer's Report, FY 2008.09 _ Page 13 Table 3 - Benefit Unit Calculation Table 4 - Assessable Benefit Unit Summary by Land Use Assessed EDU Benefit Benefit Unit (BU) Land Use 'Unit ' X Factor x _ Factor Rate Residential Residential Budget BU's , Single family home 1 dwelling x 1 x 1 0 - = 1 00 BU / dwelling Single family vacant 1= parcel x 025 x 1 0 = 025 BU / parcel , 'Multi -Family (incl Condo) _ 1 dwelling x '0 75- ' x 1.0 = 0 75 BU / dwelling :- Mobile Home Parks '1 space k 0 5 - x 1 0 = 050 BU / space Developed Non -Residential Mobile Home Parks 30 2,578 Commercial, Industrial, Gov, Church 1 acre x 6 x 05 = 3 00 BU /acre Commercial / Industrial 1 EDU min x 0 5 = 050 BU / parcel min Vacant incl Government & Church 1 acre x 1.5 x 05 = 075 BU / acre 0 25 EDU min x 0.5 = 0 125 BU / parcel min 90532 5 acre x 15 x 0.5 = 3.75 BU / parcel max Table 4 provides a summary of Benefit Units for the City of Santa Clanta. Totals: Table 4 - Assessable Benefit Unit Summary by Land Use Calculation No. of No. of No. of No. of Land Use Parcels Dwellings Acres Benefit Units Residential Budget BU's Asmt per BU Asmt per BU Single family home 33,044 33,044 $26.00 33,044.000 Single family vacant 1,034 258.500 Multi -family residential 387 9,015 6,761.250 Condominiums 14,748 14,748 11,061.000 Mobile Home Parks 30 2,578 1,289.000 Developed Non -Residential Commercial / Industrial 1,830 3,456.96 10,405 790 incl Government & Church Vacant Vacant 5 ac or less 615 90532 682.145 Vacant more than 5 ac 213 6,124.35 798.750 Totals: 51,901 59,385 10,486.63 64,300.435 Assessment Rate Calculation Table 5 provides the assessment rate calculation for FY 2008-09 Table 5 - Assessment Rate Calculation FY 08-09 FY 08-09 FY 07-08 Estimated No. of Actual Maximum" Maximum Budget BU's Asmt per BU Asmt per BU Asmt per BU $1,671,811 64,300.44 $26.00 $26.00 $25.00 * The maximum annual assessment rate will be increased each year by $1.00 per Benefit Unit (table below). 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. r \santa clanta\admin 08-09\reports\open space\ospd fy08-09 final rpt 17jun08 doc Ili Harris & Associates City of Santa Clarita June 17, 2008 Open Space Preservation District Engineer's Report, FY 2008.09 Page 14 Sample calculations for various land uses are provided in Table 4. _ Table 6 - Sample Calculations FY 08-09 No. of Units or EDU Benefit Benefit Annual Land Use Parcel Siie x'Tactor x Factor = 'Units Asmt Residential _ r Single family home 1 dwelling x 1 x 1 0 = 1 00 $26.00 Single family vacant (subdivided) 1 parcel, x 025 x 1 0 = 025 $650 " Condominium 1 dwelling x 6.75 x 1.0 = 075 $1950 Duplex 2 dwellings x 075 x 1 0 = 1.50 $39.00 4-plex 4 dwellings x 075 x 1.0 = 300 $7800 10 -unit Apartment 10 dwellings x 075 x 1 0 = 750 $19500 Mobile Home Parks 10 spaces x 0.5 x 1.0 = 500 $130.00 Developed Non -Residential Commercial, Industrial, Gov, Church 0 25 acre x 6 x 05 = 075 $1950, Commercial, Industrial, Gov,*Church 0.5 acre x 6 x 05 = 1 50 $3900 Commercial, Industrial, Gov, Church 1 acre x 6 x 05 = 300 $78.00 Vacant Vacant 05 acre x 1 5 x 05 = 038 $975 Vacant 1 acre x 1.5 x 05 = 075 $1950 Vacant 5 acre x 1 5 x 05 = 375 $9750 Vacant 10 acre 375 $9750 Assessment Duration The Open Space Preservation District is proposed to exist for thirty (30) years beginning with 2007- 08 and with fiscal year 2036-37 as its last fiscal year. r \santa clanta\admin 08-09\reports\open space\ospd fy08-09 final rpt 17tun08 doc Harris & Associates City of Santa Clarita June 17, 2008 Open Space Preservation District Engineer's Report, FY 2008-09 Page 15 PART D ASSESSMENT ROLL The Assessment Roll is a listing of the proposed assessment for Fiscal Year 2008-09 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. PART E ASSESSMENT DIAGRAM The 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 \santa clanta\admin 08-09\reports\open space\ospd fy08-09 final rpt 17tun08 doc Harris & Associates City of Santa Clarita June 17, 2008 Open Space Preservation District Engineer's Report, FY 2008.09 Page 16 rAsanta claritaladmin 08-09\repons\open space\ospd fy08-09 final rpt 17jun08.doc e I HWHS & ASs fides City of Santa Clarita June 17, 2008 Open Space Preservation District Engineer's Report, FY 2008-09 APPENDIX Open Space Acquisition Implementation Work Program r \santa clanta\admin 08-09\reports\open space\ospd fy08-09 final rpt 17tun08 doc 01 Harris & Associates V a -All e ) 15 DECVIAO OPEN SPACE ACQUISITION IMPLEMENTATION WORK PROGRAM FOR THE CITY -OF SANTA CLARITA Revised: 5-24-08 Open Space Acquisition Implementation -Work Program ; TABLE OF, CONTENTS EXECUTIVE SUMMARY 3 WORK PROGRAM - A. Present Challenges . 5 B. Types of Undeveloped Land to be Acquired 5 C, 'Acquisition Principles 6 D. Acreage. AI location Ratio 7 E. Description of Land Acquisition Projects 7 F. Acquisition Work Plan 9 o Potential Open Space o Ranking Process o Applications G. Open Space Evaluation Process 14 o Step-by-Step Instructions Appendix A — Open Space Inventory Criteria (OSIC) Checklist & Definitions Appendix B — List of Parcels 4 Appendix C — Vacant/Undeveloped Properties Map City of Santa Clarita Page 2 Open Space Acquisition Implementation Work Program ti 0 Open Space Preservation: District EX-ECUTIVE SUMMARY, Background Since the'City of Santa-Clarita's incorporation in 1987, the -City has made a significant effort to, ;. preserve greenbelts and undeveloped-land'within'and outside the City. This includes implementing the vision of the first and subsequent City Councils to buffer the Santa Clarita Valley with a greenbelt to help`maintain'the character and quality of life for residents. During the "The Big Picture" Community Strategic Planning*process-in 2004, several open -space goals. were reaffirmed. -'Additionally, in 2007 a number -of community members spoke to the Council in support of preserving undeveloped land and asked the Council to, once again, pursue the creation of a mechanism to finance the acquisition and preservation of undeveloped land. In ` April 2007, the City Council adopted -a -resolution to initiate the formation of the.City of Santa Clarita Open Space Preservation District. . Open Space Preservation District Formation Property owners from the City voted to support the new Open Space Preservation District (the "District"), with 69 percent ballots in favor and 31 percent not in favor. The District needed a simple majority of assessment to pass, which was received. On July 17, 2007, the City Council adopted a resolution forming the City of Santa Clarita Open Space Preservation District. The City of Santa Clarita's Open Space Preservation District represents a significant step forward in the City's ongoing efforts to acquire, preserve, and protect open space. District Purpose The Open Space Preservation District will expand upon the City's existing Open Space, Park, and Parkland Program ("Program"). The City already has an extensive Program for the acquisition, preservation, improvement, servicing and maintenance of parks, parkland, and open space lands. The existing program is responsible for the implementation of various functions associated with parks maintenance, park planning, and development. It provides planning and administration for the acquisition and construction of parks, open space, trails, and grounds as well as the operations and maintenance supplies to maintain the parks, facilities, trails, and open space. In addition, this program works with the community on the master plans and designs of various park facilities, and oversees the implementation of these designs by managing.the construction process. Many properties outside the City's boundaries benefit from the City's existing Program (it is estimated that 71,5 percent of the benefiting area is outside the City). It is the City Council's intent to use the additional funding from the District to expand the existing Program to accelerate vacant land acquisition in and around the City. The City has City of Santa Clarita Page 3 Open Space Acquisition Implementation Work Program already been doing this,to some extent in previous..years, but this would allow more fundstobe used for, this purpose. District Funds The City's existing Parks Program budget was approximately $6.8 million in Fiscal Year . 2007-08. The Open Space Preservation District will increase the funds by approximately $1.5 million, and the City Council has committed these $1.5'milIion funds from the -Open Space Preservation District to acquire vacant lands in and around the City, as identified in, this, Annual Open Space Acquisition Implementation Work Program ("Work Program"). Parcel Payments into the District In 2007, a single-family residence paid $25, which is the designated "Assessment Rate." Condominiums, townhomes, and apartments paid -$M.75 for each unit, and mobile home parks paid $12.50 per space. Non-residential developed property, such as commercial, industrial, and institutional land uses, paid $75 per acre, and vacant parcels paid $18.75 per acre up to 5 acres (not to exceed $93.75). The maximum Assessment Rate that can be charged will increase by $1 each year. The actual Assessment Rate in any fiscal year must be approved by the City Councilrp j2L to the levy and may not exceed the maximum Assessment Rate without receiving property owner approval for the increase. Assessment District Duration: The Assessment will be in place for thirty (30) years through Fiscal Year 2036-37. Engineer's Report and Annual Work Program: An Engineer's Report for the formation of this District was developed. The Engineer's Report is a legally required document, pursuant to Article XIIID of the California Constitution, for assessment districts. This document (Work Program) outlines how the open space acquisition will be accomplished, what the priorities are, etc. This Work Program provides acquisition principles, such as: ■ The acquired land is within• the benefit area for the District (within a 3 -mile radius of the City's existing parks and "open space lands), and ■ At least 90 percent of the acres purchased will be preserved for natural open space (so that no more than 10 percent of the acres purchased will be used for future improved active parkland). City of Santa Clarita Page 4 Open Space Acquisition Implementation Work Program WORK PROGRAM A, PRESENT CHALLENGES The City, of SantaClaritaincorporated in- 1987 and recently celebrated its twenty (20).year ; anniversary. ,The City encompasses the eommu nit'' Canyon Country, Newhall;.:Saugus, and, Valencia. -Surrounding the, City are-vanous unincorporated areas and the Angeles, - National Forest. As of 2007; the City had approximately 240 acres of developed parkland,, ; 33 miles of trails, and over 2,400 acres of City -owned open space. The City's General Plan.,,, requires five (5) acres of active parkland per,1,000 in.population. Based on this requirement, the City currently faces a deficifof over 600 acres of active parkland and continues to seek a greenbelt/buffer of preserved open space around the valley and the City. Santa Clarita is a vibrant community. Since incorporation, the City has experienced Significant growth in area, and population that has impacted the relationship between open space areas and developed land. The City desires to ensure that our open space areas are protected and maintained, it recognizes that growth must be complemented with continued protection of our open spaces and the addition of parks and recreation opportunities if the area's quality of life is to be maintained. The City should build upon its strong history of park stewardship, development, trail construction, and open space preservation. If the City wishes to pass on to future generations of residents a community that retains the attractions that drew them here, the City must continue to protect and enhance its open space and parkland. B. TYPES OF UNDEVELOPED LAND TO BE ACQUIRED The following category descriptions explain the variety of open space preservation actions that are needed in the City: • Undeveloped Land Preservation — This effort will seek to preserve and protect the undeveloped areas around the valley and further the City's goal to create a greenbelt/buffer around the valley and reduce sprawl. ' • Santa Clara River Watershed — To bring the last unchanneled river in Southern . California into public. ownership and protect its wild, valuable habitat has long been a City goal. • Trails — Santa Clarita is well known for its miles of scenic and effective bike and multi -use trails which link neighborhoods to parks and open space, yet many more critical linkages remain -to be added and completed. City of Santa Clarita Page 5 Open Space Acquisition Implementation Work Program A : Wildlife Corridors —'Protection and enhancement of the core habitat of unique, endemic, -and valuable plants and animals is a critical goal.- C.- oal. C: ACQUISITION -PRINCIPLES The follo,wingprinciples"are the basis for allocation categories and the criteria within,each ='allocated.cafegory. They rwill also_guide the implementation of this Work Program arid.serve as-benchrriarksfo'r;th'e Pinancial;Accountability and Audit Panel in reviewing project. expenditures. The following principlesare intended to maximize the special benefit derived from this Work Program, maintain the integrity of the Work Program, and to assure fair and equitable distribution of acreage. A land acquisition project does not need to address each of these principles to be acquired, but the consistency with principles will be considered when allocations are -determined. 1) To acquire parcels of undeveloped land 2) To provide local matching funds as a way to attract state, federal, and foundation funds 3) To provide new methods for undeveloped land preservation, including the appropriate use of conservation easements, trails, and protection of rivers and creeks > 4) To distribute the open space acquisition equitably in and around the City and/or the Area of Benefit 5) To assure that new and existing undeveloped lands receive the necessary stewardship 6) To ensure that land that is acquired is within the benefit area as defined by the Open Space Preservation District Engineer's Report 7) To acquire ecologically significant parcels of undeveloped land and engage in regional cooperative efforts 8) To acquire parcels of undeveloped land of regional importance In addition, there are several principles that assure that the Open Space Preservation District Rinds will be expended in.a�way that,complement good public policy. These will also be used by the Financial Accountability and Audit Panel to gauge the appropriateness of expenditures. 9) To minimize impacts and respect adjacent property owners and the values they place on their property 10) To rely on existing institutions to implement this Work Program, to the extent possible, so that funds are spent efficiently City of Santa Clarita Page 6 Open Space Acquisition. Implementation Work Program l l) To.cndeayor to acquire property :and- easements -from willing sellers 12) To acquire parcels in a fiscally responsible manner I7: ACREAGE ALLOCATION RATIO - Funds derived from the Open Space Preservation District that are utilized for. this. Work Program shall fund the acquisition of acres of undeveloped land in the following ratio: , • At least 90 percent of the acres purchased will be preserved natural open space, and, No M' ore than. 10 percent of the acres purchased will be used for future improved. active parkland E.' DESCRIPTION 'OF LAND ACQUISITION PROJECTS The City of Santa Clarita's 2002 Open Space Acquisition Plan, the Nature Conservancy's 2006 Santa Clara River'Upper Watershed Conservation Plan, Santa Clarita River Watershed Plan, LA County SEA, South Coast Wildlands Missing Linkages, Rim -of -the -Valley studies and other relevant technical documents will be considered to prioritize properties for land acquisition. The City of Santa Clarita's Open Space Acquisition Plan, adopted by the City Council in August 2002, established a set of guidelines and policies for bringing open space in the Santa Clarita Valley into public ownership. The primary objective defined in the Open Space Acquisition Plan is creating a greenbelt of open space around the City. The purpose of the greenbelt is to ensure the character and natural habitat of the pristine environment surrounding the City. In addition, the Open Space Acquisition Plan also identifies finding open space within the City as a priority, not only as natural land, but as active park space as well. During the community process that helped form the Open Space Acquisition Plan, staff was able to identify what members of the public consider open space to be. Open space was defined as vacant, undeveloped land in its natural state as well as both active and passive park space. It should be noted that in order for park space to be considered open space, the park needed to be of regional size. A small' neighborhood"tot lot," for example, would not be considered open space. However, the City's Central Park, Newhall Park, or Canyon. Country Park (to name only a few) were considered to be open space. The Open Space Acquisition Plan's primary function as a planning tool is to identify sites that represent the best value for the City for acquisition. This is done by a set of established and approved criteria that ca n. be applied to any potential property. At the same time, the Open Space Acquisition Plan can be used to determine if a potential property does not represent a good value to the City. Under either circumstance, when land is acquired, the City endeavors to respect the land use for which the current terrain, topography, and City of'Santa Clarita Page 7 Open Space Acquisition. Implementation Work Program environmental characteristics .best represents.. To establish a regional scope, the.Open_Space,-. ,:; Acquisition Plan identifies five key areas in the Santa Clarita Valley that are consistent with the City Council's direction for potential open space acquisition. These regions -arc:.- • - Eastern Region: o - 'Approximate Area: From the 14 Freeway east ;to the Angeles National Forest and from the intersection of the 5/14 Freeways, north to Vasquez -Rocks. o Goals: To create a continuous strip of open space along the eastern border of the City of Santa Clarita. Connect open space between the City's boundary and the . Angeles National Forest whenever possible. o Status: The City has made considerable progress in the eastern region. Currently, open space property is in public ownership near the proposed Transit Mixed Concrete (Cemex) project, Whitney Canyon, and several hundred acres associated with the Golden Valley Ranch development. In addition, Elsmere Canyon will likely be publicly held by the Mountains Recreation and Conservation Authority (MBCA). ' The region also includes Placerita Canyon and the Placenta Canyon Nature Center. • Southern Region: o Approximate Area: From the intersection of the 5/14 Freeways north to the City of Santa Clarita boundary and between the identified eastern and western regions. o Goals: Link natural habitat and habitat migration corridors between the eastern and western regions. o Status: Over 200 acres of open space will be dedicated to the City associated with the Gate -King project. This region also contains the historic Beale's Cut property. • Western Region: o Approximate Area: From the 5 Freeway to the Santa Susanna Mountains Significant Ecological Area, areas around Stevenson Ranch, and from the intersection of the 5/14 Freeways north along San Francisquito Creek. o Goals: To create a continuous strip of open space along the westem border of the City of Santa Clarita. o Status: Several significant properties exist in'the region including the Santa Clarita Woodlands, Towsley Canyon, Mentryville, and 6,000 acres associated with the Newhall Ranch Development. City of Santa Clarita Page 8 Open Space Acquisition Implementation Work Program -Northern Region: . b` Approximate Area: From the northern- boundary of the City of -Santa Clarita north._:. to the Angeles National Forest and from the 5 Freeway/Highway 126 interchange to Vasquez Rocks. o 'Goals: To create a continuous -strip of open space along the-northem.border of the City of Santa Clarita. Connect open space between'the City of Santa Clarita and . the Angeles National Forest whenever possible. - o -Status: Future development of this region should be monitored -and open space dedication pursued whenever possible.. • City of Santa Clarita: o Area: All areas contained within the defined boundaries of the City of Santa Clarita o Goals: Work with all City departments, partners, and in conjunction with the Open Space Plan; the -Parks, Recreation, and Open Space Master Plan; River Features Study; and other documents to acquire and protect open space, both active and passive, within the City limits. Work in partnership with the development community to secure open space through dedication. o Status: To date, the City has acquired 2,426 acres of open space and another 170 acres of passive or special use parkland, and has developed 240 acres of parkland, The regions -described above cover a significant area in the Santa Clarita Valley. As a result, a considerable acreage of land must be considered and analyzed prior to deciding upon a set of properties to pursue, The Open Space Acquisition Plan, along with this Work Program, can be used as a tool to assist the City Council and planners in determining which property -or properties represent the best value for the City. The land acquisition projects to be considered for funding from the Open Space Preservation District will be located within the benefit area as identified in the Engineers Report. F, ACQUISTION WORK PLAN Procedures to Accomplish and Implement Goals The goals and objectives of the Open Space Acquisition Plan will be met by an objective work plan. This work plan will enable the City of Santa Clarita to evaluate and rank potential open space in the Santa Clarita Valley and maximize the limited funding and resources available for land acquisition and the Open Space Preservation District funds. Potential Open Space It is important to note that existing undeveloped land is not considered open space. For purposes of this plan, property will only be considered preserved open space if it is: City of'Santa Clarita Page 9 Open Space Acquisition Implementation Work Program .= In public ownership'and/or; • Appropriately zoned, designated, or identified'as open space or parkland. Properties being considered for acquisition will be considered `.`potential" open,space,until . such a time that they come into public ownership and/or receive the appropriate designation or zoning, Ranking Process , The City'of Santa Clarita lacks the financial means'"to purchase all of the potential open space in the'Santa Clarita Valley. As a result, the identification and acquisition of the -most valuable pieces of potential open space becomes critically important to maxinriize,the,- allocation of the City's limited resources. To achieve this end, an objective method of evaluation must be established to evaluate and rank each potential open space property being considered for acquisition. Ideally, those properties that present the greatest value to the City and/or Region should be acquired. The following seven -step process will allow the City of Santa Clarita to determine which potential open space properties represent the greatest value for acquisition. This process will be applied to each parcel being considered for acquisition. • Step One — Category of Land Determine the category of the potential open space. There are two possible categories: 1. Inside the City of Santa Clarita 2. Outside the City of Santa Clarita and within the Open Space Preservation District's Area of Benefit Potential open space outside the City of Santa Clarita and within the Area of Benefit should receive priority for acquisition because: ➢ Preserving land outside the City will assist in the development of a greenbelt and ecological value surrounding the Santa Clarita Valley ➢ . More development is occurring in Los Angeles County than in the City ➢ Land outside the City can create corridors between the City and the Angeles NationalTorest ➢ There is more .potential open space to acquire outside the City • Step Two — Development Status Determine the development status of the potential open space. The seven status categories are: City of Santa Clarita Page 1.0 Open Space Acquisition Implementation Work Program A. -,Entitlements Pending, Development plans have been formally submitted to the City or Los Angeles County and are in the process of being considered, or plans are being prepared for submittal. ; B. information Inquiries: The property owner has approached the City or Los Angeles County regarding the property with the intent to develop. C. Entitlements •App'roved: Plans to develop the,property have been approved by the City or Los Angeles County, and an opportunity exists to acquire open space from., ; the property owner. D. Amendments — when changes or amendments to the property are proposed. E. Boundaries —•The,proper-ty's boundary status has changed because of annexation; etc. The property is now within the Area of Benefit. F. No Action: No action has been taken to develop the property on the part of the property owner, OR the owner has indicated no interest in developing the property. _ G. No Information: There is currently no information and/or the development status of the property is unknown. Status categones are shown in order of priority, with Status A being the highest. Step Three — Availability Status Determine if the owner of the potential open space property is a willing seller or would enter into agreements to have the land acquired by the City. Prionty should be given to properties with a willing seller/donor unless the acquisition of the property presents an overriding benefit to the public good An overriding benefit to the public good would be determined by City Council. • Step Four — Create Subcategories The potential open space property will now fit into one of several subcategories depending on whether it is inside or outside of the City, inside the Area of Benefit, and depending on its development status. Hence, each potential open space property will fall within one of the following categories: Development Status A E Development Status A Development Status B Development Status B Development Status C Development Status C Development Status D Development Status D Development Status E Development Status E Development Status F Development Status F Development Status G I Development Status •G - City of Santa Clarita Page 11 Open Space Acquisition Implementation Work Program Each category will have several potential open space properties within.it forming a, ; catalog,of properties in each, category.-, However, each potential open space property - will -not receive a relative ranking until Step 5 below. At this time,Ahe properties,in each list should be sorted by their availability status: Those properties with willing sellers/donors should be placed at the top of the list, and those without at the bottom. ' + Step Five -Apply Criteria -This step will apply the Open Space Inventory Checklist (OSIC) to each property on each list. (This step will also be the most time consuming.) The OSIC identifies resources that the City of Santa Clarita believes to be valuable. These resources are divided into five categories: Habitat Areas; Ridgelines and Viewsheds; Recreational Resources; Cultural and Historical Resources; and Other, Resources. • Each category contains several elements and sub -elements Each element and sub -element represents a specific benefit that is either present or not present at each individual property. Each element and sub -element is weighted equally. The purpose of the OSIC is to assign numerical scores to each parcel of potential open space surveyed, based on their overall benefit to the City. Over time, as more parcels are considered, it will be possible to determine which parcels are more desirable and'which are less desirable based on their relative scores. To determine the numerical score for each property, the following steps should be followed: 1. Beginning with the Habitat Area Category, place a check in the "status" column of the OSIC for each element and/or sub -element that is present on the property. 2. Do not place a check in the "status" column in the OSIC of elements or sub - elements that do not exist on the property. 3. Apply Steps I and 2 to each of the remaining categories. 4. Count the number of check marks in each category and write that number in the corresponding "Category Subtotal" space. 5. Transfer the numbers from each "Category Subtotal" space to the front page of the OSIC in the spaces provided. 6. Add each of the category subtotals together- and place the result on the front page of the OSIC in the space marked "Total Score," This figure is the final numerical, score of the property and will be used to establish its rank with other potential open space properties. A copy of the Open Space Inventory Checklist and corresponding definitions is attached as Appendix A. + Step Six — Catalog Generation City of Santa Clarita Page 12 Open Space Acquisition Implementation Work Program After each potential open space property has -a numerical 'value assigned to it, each property should be listed within each category in numerical order, with the highest value at the top of each list. As indicated in Step 3, properties -that do not have a ; willing seller/donor should be listed at the bottom of each lista The only exception to this 4s `any property that has been identified as one whose acquisition would present significant benefit to the public good, as defined by the City Council. These properties should be listed among the properties with willing sellers/donors. Tri addition, a general assessment of maintenance costs and liabilityof each•property- should be weighed afthis time. All else being equal, those properties that present fewer maintenance challenges and reduced liability should be considered before -those' with mbre chall"enges'and greater risk. Indeed, those properties that present unreasonable maintenance costs or significant risk may not be considered, regardless of their numerical score. _ • Step Seven —Recommend Parcels for Acquisition When each property has been ranked, a final catalog of the highest priority properties can be compiled by staff. A variety of methods can be used to create the final list of recommendations. This catalog will grow as more properties are considered. • Plan Flexibility It is important to realize that this plan is only a guide. The ultimate decision on the acquisition of property belongs to the City Council. The evolving catalog of properties to acquire will not obligate the City but will serve as a tool in the decision- making process. The plan must be flexible enough to allow for amendments. Because development occurs rapidly and the status of land changes in a similar fashion, the plan, or parts of the plan, should be updated as needed. An explanation of steps one through seven is explained further in Section G Open Space Evaluation Process, Step -by -Step. Applications This plan can be used for a variety of applications. However, there are three major areas of implementation - ] . Dedication- Often the City of Santa Clarita is approached by developers and/or property owners who wish to dedicate all or a portion of their property to the City as open space. Although additional, natural land is needed in Santa Clarita and may present numerous opportunities, in some cases costs or liability associated with property ownership may not warrant acquisition. City of Santa Clarita Page 13 Open, Space Acquisition Implementation Work Program ,In cases where -the City is approached by a property owner, with the intention to dedicate property, either the City can evaluate the property using the OSIC or it may be the case that the City has al read y,evaluated the property independently In either case, the, , ,,property will receive or already have a numerical score. In both cases,,the proposed parcel will receive a score and be ranked against,other potential,open space in ,the Santa Clarita Valley. I Depending on its :score and rank, the City will be able to make an objective decision on whether to accept or deny the dedication. , ,2. Development Review Committee: Developers often propose to dedicate open space as part of the development, process. The OSIC can be used by staff during,the' development review process to help determine whether the proposed open,space meets the City's needs. _ Depending on the rank given to the property using the OSIC,, City staff will be able to make an objective decision about how the dedication will fit into the overall development process. 3. Grant Writing: There is a significant amount of grant funds available for acquisition of open space. Being able to provide an objective statement of value for any given property being sought for acquisition will help build valid justification for bringing the site into public ownership and enhance the City's ability to receive funding. City staff applies,for grants as they become available and as they meet the objectives of the City. Staff resources will be utilized to apply for available grant funds for acquisition of open space. Over time, a substantial catalog of potential open space properties will be compiled. G. OPEN SPACE EVALUATION PROCESS Step -by -Step Instructions The City's Open Space Acquisition Plan outlines the evaluation process for open space in the Santa Clarita Valley. The work plan is a series of seven steps designed to categorize and objectively determine the overall value of potential open space properties. This section includes detailed instructioris for each step in the process. 1. Land Category — Determine whether the property is inside or outside of the Open Space Preservation Distnet's Area of Benefit 2. Development Status — Deiermine -the development status of the property 3. Availability Status — Determine if the property owner is a willing seller or donor City of Santa Clarita Page 14 Open Space Acquisition Implementation Work Program 4. .Create Subcategories -Categorize the property according Steps 1-3 5: ' Apply_Criteria - Apply critena_on the Open Space Inventory Checklist (OSIC) to, the property 6. Create Final Lists - Based.on the property's OSIC score, determine its relative rank within the property's sub -list from Step 4. 7. Catalog Generation -Based, on the final lists in Step 6, make, recommendations, on / whether the property should or should not be considered for acquisition. Note that recommendations should always be directed to the City Council for approval. Step I - Land Cate2ory Step 1 requires the evaluator to determine whether the property is inside or outside of the Area of Benefit. This can be done by consulting the Open Space Preservation District map. After Step 1 is completed, the potential property will be categorized as either "Inside the City"'or "Outside the City and Within the Area of Benefit." Properties categorized as "Outside the City and Within the Area of Benefit" have been identified by the City Council as higher priority than those categorized as "Inside the City and Within the Area of Benefit." Step 2 - Development Status Step 2 in the process is to obtain the development status of the property from the Planning Division. Provide Planning with one of the following pieces of information (listed in priority order): 1. Address 2 Location (i.e., cross streets, etc.) 3. Tentative Parcel Map or Tentative Tract Map 4. Assessors Parcel Number (APN) Based on the results of the Development Status search, the evaluator should assign the development history to one of the following categories: A. Entitlements Pending: Development plans have been formally submitted to the City or Los Angeles County and are in the process of being considered, or plans are being prepared for submittal. B. Information Inquiries- The property owner has approached the City or Los Angeles County regarding the property with the intent to develop. C. Entitlements Approved: Plans to develop the property have been approved by the City or Los Angeles County, and an opportunity exists to acquire open space from the property owner. D. Amendments - when changes or amendments to the property are proposed. E. Boundaries - The property's boundary status has changed because of annexation, etc. The property is now within the Area of Benefit. City of Santa Clarita Page 15 Open Space Acquisition Implementation YVork Program F. No Action: No action has been taken to develop the property on the part of the property owner, OR the,owner has indicated no interest in developing the property. G. No Information. There is currently no iriforrnation and/or the development status of ; the property is unknown. Development status categories are shown in priority- order, with "Status A" being the highest Priority. By'the end of Step 2, the property should be categorized as either "Inside the City" or "Outside the City,and Within the Area of Benefit" and assigned a Development Status. (To, this point, a property that is "Outside the City and Within the Area of Benefit" and has Development Status "A" would receive,the highest priority. This will be discussed in Step 4 , Creating Subcategories.), Step 3 — Availability Status In this step, determine if the property owner is known to be a willing seller/donor or a non -willing seller/donor. If this is not known, it may be necessary to contact the property owner. (Contact information should be included in the information provided by Planning in Step 2.) Priority should be given to properties with a willing seller/donor unless the acquisition of the property presents an overriding benefit to the public good, as determined by the City Council. At the end of Step 3, the property should be categorized as "Inside the City" or "Outside the City and Within the Area of Benefit," have a development status assigned to it (A through G), and whether the property owner is a willing seller/donor. Step 4 — Create Subeate2ories By this time, the potential open space property should have been categorized as indicated' above in Step 3. The first relative value judgment of that property can now be assessed and compared with other open space properties that have been evaluated. Properties that are "Outside the City and Within the Area of Benefit" and have a development status of"A" are identified as the highest priority for acquisition. Conversely, properties that are "Inside the City" with a development status of or E are identified as the lowest priority for acquisition. It should be noted that properties that are "Outside the City and Within the Area of Benefit" with a development status of "D" or "E" may or may not be a higher acquisition priority than, for example, a property that is "Inside the City" and a development status of "A". These instances should be considered on a case-by-case basis City of Santa Clarita Page 16 Open Space Acquisition Implementation Work Program Development Status A Development Status A Development Statics B' Development Status B Development,Status C ' ° Development Status -C Development Status D Development Status D Development Status E Development Status E Development Status F Development Status F Development Status G Development Status G Step 5 — Apply Criteria Step 5 of the evaluation is by far the most lengthy and the most involved segment of the process. For each property the evaluator should complete an Open Space Inventory Checklist (OSIC) form. In most cases, it will be necessary to travel to the site itself to complete the form. Accessing each property will generally require the permission of the property owner. Steps to Complete the OSIC: 1 Provide basic property information including. ■ The Assessor's Parcel Number (APN) ■ The date(s) the evaluation was conducted ■ The initials of the evaluator ■ The availability status (willing seller/donor?) ■ A brief description of the location of the property 2. Provide basic category and development status information. Circle whether the property is inside or outside the City, and inside or outside the Area of Benefit, and circle the letter that corresponds to the property's appropriate development status. 3. Evaluate each element and sub -element of each of the six inventory categories. These six categories are: • Habitat Areas ■ Ridgelines and Viewsheds ■ Recreational Resources ` ■ Cultural/Historical Resources Other Resources ■ Hazard/Other Areas City of Santa Clarita Page 17 Open Space Acquisition Implementation Work Program To. evaluate the elements and, sub-elements•in each• inventory category, place,an "X" - • ' or checkm ark in the status column of each •element or sub -element known to exist or ; observed to exist'on the property. -Place no'marks in the status column for elements or sub -elements not known or observed to exist on the property. - For Exami leAf-a Hypothetical property being evaluated contain1. s a wildlife migration - -corridor, riparian habitat,, a portion of the Santa Clara River, and a known presence of - the Southwestern Willow Flycatcher (to name a few), then these elements and sub-, elements should each receive an "X" or checkmark in the corresponding status column. Ofher elements and sub -elements that are not.known to be or observed to be present on the site should NOT receive a mark. Special Instructions: Some elements and sub -elements have special scoring instructions associated with . them. In most cases, only one mark should be placed in the corresponding status column of known or observed elements and sub -elements. However, there are exceptions. These are: ■ Known threatened/endangered plant and animal species: The species listed on the OSIC are those that appeared on the 2008 list provided by the California Department of Fish and Game. These elements and sub -elements should always reflect the most current list of state and federally endangered and threatened species. Place only one mark in the status column for each sub -element present regardless of the population of the species Do not, for example, place one mark in the status column for each individual of that species present on the property. ■ Ridaelines: Place a mark in the status column if there is at least one ridgeline present on the property. ■ Cultural and/or Historical Resource Areas: Place one mark in each sub -element for each site on the property. For example, a hypothetical property containing two Native American sites and two "other" archaeological sites should receive a total of four marks in the corresponding status column. 4, Score each inventory category, To complete this step, simply count all of the X's or cheekmarks for elements and sub -elements within each inventory category. Record the total number of marks for each category in the space provided in the category column. In addition, record the same figures in the spaces provided in the score summary box at the top left of the first page of the OSIC. Note that anarks in the Hazard/Other Area category are not included in the overall total, Instead, these marks are meant to be general indicators of potentially negative ,aspects of the property. The City may wish to reconsider acquisition of properties that contain any of the sub -elements in this category, regardless of the extent or frequency. Caty of Santa Clarita Page 18 Open Space Acquisition Implementation Work Program. For Example: A hypothetical property has one primary ridgeline, the presence of ; secondary ridgelines, a significant "dark sky" viewshed, a significant regional viewshed and a dnique on --site visual feature yielding a total of five marks in the.: ' Ridgelme'and Viewshed Category. The number "S" would be recorded in the . category column and on the front page. in the space provided next to "Ridgelines and Vie ,sheds:" The same process would be completed for each of the six inventory categories, 5. Add the inventory category scores to compute the property's overall score. When each category score has been recorded in the spaces provided on the front page of the OSIC, the scores should be totaled (except those in the Hazards category). This is the final score of the property being evaluated. - By the end of Step 5, the property being evaluated should have a total score associated with it. The higher the score, the greater the relative value of the property to the City. Step 6 — CatalojZ Generation At this point, the property being evaluated should have the following assigned to it: ■ A land category either "Inside the City" or "Outside the City and Within the Area of Benefit" ■ A development status of either A through G ■ A total score based on criteria in the OSIC As the catalog of open space grows, properties should be sorted according to their land category and development status. Properties of the same.land category and development status should then be sorted by the score received, based on the criteria in the OSIC. A higher OSIC score represents a property of greater value. Hence, a property that is "Outside the City and Within the Area of Benefit," development status "A," and with the highest OSIC score should theoretically represent the greatest overall value to the City for acquisition. Note:' Those properties with non -willing sellers/donors should be grouped at the bottom of subcategories, in OSIC score order. Step 7 — Recommend Parcels for Acquisition Based on the final set of lists, parcels that represent the greatest value for the City to acquire should be recommended All recommendations should be directed to the City Council for final approval. PIA City of Santa Clarita Page 19 Open Space Acquisition Implementation Work Program APPENDIX .A` - Open Space Inventor Criteria Form (QSiC} : �cNNTA-' _ a 6zb 75 DECE Q'�4 Contents: ■ ®pen Space Inventory Site Checklist ■ Dermitions 0 u T 9) <0 (D nom, w (D 6 2 M Ch CD t °1 D v m m c ro 0 x:Do _ 0 0 CD 0 o m o m w � _ � 3 o 0 (D m m rn > 0 n M -c m z Q N M y 0 o v 0 � 77 o CDv v m m 0 7 CO (n o M .�. m vCL O r N ? C7 CD w CD m Z 2) t0�p " Q a m m 0 c o a a CD Q �n z z o wwwa)'<m 0 0 CD t > a� > w > -n o D-Zo m m m 0cnC)w v m y c� ;u C j CD O < N Z)0�C :3O = n r kM ? 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P3 0 A9 (° �+ o ro p ots cC ro u; C p co as o p ~'' °, �. n �, ro 0 CD m p �' p� p CDp' m CDCD - o CC o pcm)j y °�•,.�"S. tomCD + '0 Cc>(D N �' ro per' �• rrCD 0 n CD t4 0 o' cpo ( c w ro W o WW i o C w (D N ct4 V V a' o (DD a' w C� ID En no ID o �O m �* �.: w ° �. CJ CD CD o C3 ,b �. p (Dm o ro C ° o ro (D ro W p p U' C? p° L]- p o m 0 oo w as o p y¢i (Dx ppa . M cG N (D fi rr `i' H '°�f n o QD CDn (Db a a "c ma w w CL N o w w o a w C* m m m o d o o G o + ci r o p ti o m CDCDm W ti w w .,, o w APPENDIX B List of Parcels • r -5 \ - V i ✓ ® IF 2a�o 75 DECF- Contents: List of Parcels I r N N N N N N N N N N NN W W W W W W w N N N 00 N N N OD W W jD j0 O O co N j i Q� N j0W j j Wp W W W W W W W W W W W O o O O O O O O O O O O O xFj' W O W O w O j O O N O N O N O N O N O N O N O N O O O O O O O V O J � too(b W J U 2 O 2 O O O O O O O O O O O O O O t0 O O O O O O O O O O O O O O (n O N N O O lD O V � O N O A O W O N O CII O A V P N P O U N a N O V 111 m P V O QI W � J J t0 W Ql W VPI N t�D lD UI W t0 OD U LO � (T toll O 60i (011 OOi n tD V A O N U O m U /0 U U QI W N P W W A U tLl � t0 U N ID t m V O V j 1D - O N• A O A V t O A G! OI tO O O) O N a W W tD [o W Y V t0 0] N N t0 N N t0o O t0 m N n Np O W� W N V O (A q0o m m O N N W w W 10 t0 1.1 M � U W V (O a U a N U U O U N T A O W O W W J O fD O O O W m Q U lb fA W W W W W W W W W O I O O OO O 6 W b b � b b o b 6 b b b b b b o �� � b b b � (b� N o N NbI� N N to N� N N N NNo N NbN N N N O V V b b b b b b b b b b b b b b b b to b b b w b o b b b b N O t0 m N A W N O U O J N A U A O V tOn O A Ot O W , Z Z Z Z Z Z Z 2 Z 2 Z Z Z Z Z Z Z Z Z Z ' Z ZZ Z Z Z O Z O Z O O O O O O O O O O O O O O O O O O O O O A O O O O O J0 U) (n U) Un U) U) (A V) (n In N N cn u) (n 0 (n (n w w 0 (n 0 (n Ul V1 C/1 � -i ON N W N V J w OVo N U m D N O 4 A N OI U O Oto A m N coN U W Z N O W O j N l0 O OI O W U l0 tD W (n A J W OD U U a J U m N N O OI N U U b W W U U O N CD (Ull N Cl) 0) O OD -I N x V1 O O O O O O O O O O O O o O O. O O O ;0° O O O O O O O O O O Ul D C) rn O O O O O O O O O O O O O O O O O O O "{ O O O O O O O O O -I O •.' ' N A IWWn Ch U N O G O a ta0 N U {lN�n to CWo D O�Wp r (On 1 tAVD N (pJ tp N m OI N � lD v W N A U N (ND N O W W U T I Ut O A v l0 m In ° CD co <i o o o w m m too m m m w m D a o 3 o w o c n. - m o n 3 3 m m 3 a v m > w m 0 m °1 m m 01 O O 3 -0 o a r o °' c A A A o 3 A a o < tD O o o 3 n n o D S d am / in o d m 3 0 a w 0 7O _ Q y to o o - n a w c ? ? Z D D r w m m m a m m o m o m m A N m 0 w i < C < < C < < < < < < < < < < G < < < < < G G C < C< D D < D D D D D D D D D D D D D ➢ n D n D n D D n D n D 0n D D n D n D n D n D n n n n n n n n n n n n D n D n D n D n D D D D D > ➢ D ➢ D D ➢ D D D �-• D Z D Z D Z D Z ➢ D Z D Z D D 2 D Z Z Z Z Z Z Z Z Z Z ?�- Z Z Z Z Z y 1 � 1 , -I -i � -i -I -I O ('1 p p n -i O '7� O D -1 D X d O ° ° ° O O O O O O O d n n O O O p O n O n O O O O O O O O O O c m m m m m m m m m m m m m O O O O K A x m (n m (n m (n m 0 m in m (n m m m (n m (n m (n m m m3 g g K n p m z ;Qx ;u A A A A m m m m m m m m m m m m m I c c `-I ;() A M .0 ;a T) 7b ;uM X,'D x r n n n n n 0 n n n b p n n n D N N n r V tl1D U N NN 0 f f Obi N fNn UNi N N N UI N J O i Q to p p p a A N U U W tD O t0 fD O O rn 00 O O O O W A to O to P W O N U O A N O Vo O rn U) ar Vr) Z -n Z Ln V) Z O N O O N O O D A G f�Tl rD �"r'f( D Z O mTu mj s OT �bp mOD O m Z O Z r r r D r m ➢ Z (n p Z �) �1 D Z m T :' a t m w w- D D 7m� Z (n m GZi x) m D o D o D r V D G7 O m p D m m 9 D ° Z D Z D Z D D m m m x! N N m A 2 S Z D Z ° -I A D D < 7J D D D < D < z D O ° Z D D Z D { O D b O ° A m O m m < m < m m m [n z° zV m o i m m m O p a p O O �+ [� Z # A O N (> mD Dn O Dn D Ch O O D m p (n O D m O n D D O nn n O Z{zz A z n fn w Z AZx CCGi -I D D Z < m Z ZZ n D W ➢ W Z O00 Z Z Dy -j Z 0 A O Z D n O Z Zn O OD z w r F n `L O m A X r- m r m m Z z z x m m c) p r" r m x < m m m m m m U) m co m c x -t N � (n f�f71 (n V) ➢ D N N z D � D D O < n m m n 0 0 nt0 nt� n D(O n Dt0 n n ➢f0 D00 D D D D D D D ➢ 1') In Iw Ar �D fD0 tDD (D UD w UD tD {O IO d f0 t0 to fD0 Ou t0 pOH O O N t1D (o N tD o m 0� '�p t� O N N OI N 0 W fN•+ W W O U U COn N N N A U U T O J O (T OI r APPENDIX C Vacant/Undeveloped Properties Map Contents: ■ Vacant/Undeveloped Properties Neap � � °a � \ «� �- �� ���������}\���^� ■\���/§ r� �'� � � d2� ��¥�^« . x _ - � � , . � #��¥,� �� � � ,���4�� � y . !� � - r���� t ®� .�A ` ��� °��®\ G , � \�� . • �.. � / .� � � .[ /r\ � w � /,2 7 ¥� �� � t §w�/ �� / " §�j 2:f�--� a � /�� � . a.k7w � _ � � t\� ■ � ,� � , .% � �� �� �� �� ) f�� (�� �. < \\ . ^� O � . . . 0 Final En ineer's Report for Open Space Preservation District Fiscal Year 2008-09 Prepared under the provisions of the Landscaping and Lighting Act of 1972 For the CITY OF SANTA CLARITA 7C7, Los Angeles County, California Prepared by: M Harris & Associates June 17, 2008 I 1 1 1 1 i f 1 1 1 1 1 1 1 City of Santa Clarita June 17, 2008 Open Space Preservation District Engineer's Report, FY 2008-09 Page 1 TABLE OF CONTENTS Certificates.................................................................................................................... 2 Report........................................................................................................................... 3 Part A - Plans and Specifications............................................................................ 4 Part B - Estimate of Cost........................................................................................ 5 Part C - Method of Apportionment of Assessment ................................................. 6 Part D - Assessment Roll...................................................................................... 15 Part E - Assessment Diagram............................................................................... 15 Appendix — Open Space Acquisition Implementation Work Program r \santa clanta\admin 08-09\reports\open space\ospd fy08-09 final rpt 17jun08 doc = I Harris & Associates ' City of Santa Clarita June 17, 2008 Open Space Preservation District ' Engineer's Report, FY 2008.09 Page 2 CITY OF SANTA CLARITA ' OPEN SPACE PRESERVATION DISTRICT 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 17, 2008 B ' -Joan E. ox ' R.C.E. No. 41965 ' I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and Assessment Diagram thereto attached, was filed with me on the M day of 2008. tauuumumUiigi,/. 1 ox , _��,y'%� Sharon L. Dawson, City Jerk „QQ -P°°RarF = City of Santa Clarita DEC 150 Los Angeles County, California i Zn 1987 a a oBy aUFDaai I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and Assessment Diagram thereto attachedyas approved and confied by the City Council of the City of Santa Clarita, California, on the � day of rm, 2008. C0U4yl �GotlPortyr� o; T Z I DEC. 15. p CP 1987 a coPN ���: r1santa cladtatadmin 08-091reportMoW spaw\ospd fyO8-09 final rpt 17jun08.doc Sharon L. Dawson, City Clerk City of Santa Clarita Los Angeles County, California Hams & Associates City of Santa Clarita June 17, 2008 Open Space Preservation District Engineers Report, FY 2008-09 Page 3 FISCAL YEAR 2008-09 1 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.) 1 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 PRESERVATION DISTRICT hereinafter referred to as the "District", 1, 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 iContains 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 improvements 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 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 District. PART E — ASSESSMENT DIAGRAM Contains a Diagram of the District Boundaries showing the exterior boundaries of the District, the boundaries of any zones within the District and the lines and dimensions of each lot or parcel of land within the District. 1 w I r \santa clanta\admin 08-09\reports\open space\ospd fy08-09 final rpt 17tun08 doc " I Harris & Associates 1 1 City of Santa Clarita June 17, 2008 Open Space Preservation District Engineer's Report, FY 2008-09 Page 4 PART A PLANS AND SPECIFICATIONS The Open Space Preservation District expands the City's existing Open Space, Park and Parkland Program. This program acquires, preserves, improves, finances, services and maintains facilities as described below. It is the City Council's intent to utilize the additional funding from the Open Space Preservation District to expand the existing Open Space, Park, and Parkland Program to accelerate vacant land acquisition in and around the City in accordance with the guidelines outlined in the Open Space Acquisition Implementation Work Program, which is included herein and is provided in the Appendix. The improvements are the acquisition, preservation, improvement, financing, servicing and maintenance of parks, parkland and open space lands and appurtenant equipment and facilities, including but not limited to, personnel, electrical energy, utilities such as water, materials, contracting services, debt service costs, and other items necessary for the satisfactory provision of these facilities and services. Facilities include but are not limited to: ■ Open Space Lands ■ The Santa Clara River Watershed ■ Trail Systems ■ Wildlife Corridors ■ Park and Recreation Facilities and Equipment Maintenance means the furnishing of services and materials for the ordinary and usual maintenance, operation, preservation and servicing, including repair, removal or replacement of all or part of any of the park, parklands and open space lands or appurtenant equipment or 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 and other solid waste; brush clearing; and the cleaning, ' sandblasting, and painting of walls and other improvements to remove or cover graffiti. Servicing means the furnishing of water for the irrigation and the furnishing of electric current or energy, gas or other illuminating agent for the operation of the park, parklands and open space lands or appurtenant equipment or facilities. The City intends to finance a portion of the facilities through the issuance of bonded indebtedness. The plans and specifications for the improvements, showing the general nature, location and the extent of the facilities, are on file in the City Park and Recreation Department and are by reference herein made a part of this report. r\santa clarita\admin 08-09\reports\open space\ospd fy08-09 final rpt 17tun08 doc I Harris & Associates ' City of Santa Clarita June 17, 2008 Open Space Preservation District Engineer's Report, FY 2008-09 Page 5 PART B ESTIMATE OF COST The City's budget for the Open Space, Park, and Parkland Program, shown below, details the estimated costs for Fiscal Year 2008-09 as available at the time of preparation of this report. The 1972 Act provides that the total cost of the construction, acquisition, preservation, improvement, servicing and maintenance, 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. Open Space, Park, and Parkland Program $7,094,096 Expansion of the Program through the Preservation District $1,671,811 Less General Benefit Contribution (71.5%) ($6,267,624) Subtotal (City's Special Benefit Allocation): $2,498,283 Less Additional City Contribution_ ($3,527,215) Administration $23,000 Bond Debt Service $718,652 Operating Reserve $624,571 --- ---- - - - ---------- --- -- - --- - - - -- ---- - -------- --- -- - - - - — Beginning Bond Net Proceeds_- Acquisition Reserve (positive) _ ($15,000,000) Other Revenue (interest, etc) ($17,500) Estimated Land Acquisition Costs $15,000,000 Estimated Land Acquisition Grant Matching Funds $0 Ending Land_ - and Acquisition Reserve $17,500 --- - --- - -------- - - -- -- - - Fund Balance as of 6/30/08 $1,334,520 ' Total To Assessment: $1,671,811 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 or incur bonded indebtedness, if needed, to ensure adequate cash flow or timing of the provision of the facilities, and will be reimbursed for any such advances or payment of annual bond ' debt service upon receipt of assessments. Any surplus or deficit remaining on July 1 must be carried over to the next fiscal year. 1 ' r \santa clanta\admin 08-09\reports\open space\ospd fy08-09 final rpt 17tun08 doc Harris & Associates City of Santa Clarita June 17, 2008 Open Space Preservation District ' Engineer's Report, FY 2008-09 , Page 6 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 Assessment Districts by cities for the purpose of providing certain public improvements which include the construction, maintenance and servicing of park and recreation improvements and the acquisition of land for park, recreation or open space purposes. Section 22573, Landscaping and Lighting Act of 1972 requires that 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 assessment 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 assessment 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, the "Right to Vote on Taxes Act" which was approved on the November 1996 Statewide ballot and added Article XIIID to the California Constitution, requires that a parcel's assessment may not exceed the reasonable cost of the proportional special benefit conferred on that parcel. XIIID provides that only special benefits are assessable and the City must separate the general benefits from the special benefits. XIIID also requires that publicly owned properties that benefit from the improvements be assessed. Reason For The Assessment The District will fund a portion of the City's Open Space, Park, and Parkland Program (the "Program") as previously defined herein in Part A of this Report. This Program covers park and recreation facilities, open space lands, the Santa Clara River watershed, trail systems and wildlife corridors throughout the City of Santa Clanta, and open space preservation around the perimeter of the City. Special Benefit Analysis Parcels within the District will be assessed for those improvements that provide a special benefit to the properties. Article XIIID of the California Constitution defines special benefit as: "A particular and distinct benefit over and above general benefits conferred on real property located in the district or to the public at large. General enhancement of property value does not constitute `special benefit'." ' r \santa clanta\admin 08-09\reports\open space\ospd fy08-09 final rpt 17jun08 doc i� I Harris & Associates City of Santa Clarita June 17, 2008 Open Space Preservation District Engineer's Report, FY 2008-09 Page 7 Special Benefit Determination iThe overall quality of life and desirability of an area is enhanced when parks, open space and recreational facilities are in place, improved, operable, safe, clean and maintained. Property desirability in an area also increases when there is an increase in the number of parks, open space and recreation facilities. Studies in a number of communities have indicated that recreation areas and facilities, if well maintained and wisely administered, have caused a marked increase in the property values of parcels in the community. Consequently, such recreation and park facilities have proved to be a potent factor in maintaining a sound economic condition and a high standard of livability in the community. These studies confirm the opinion long held by planning authorities as to the economic value of parks and recreational facilities in a community. "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 both private interest to the landowner and others, holding an economic stake in the area, and of public interest to the taxpayers, who have a stake...." (National Recreation and Park Association, June 1985) "Recreation and park amenities are central components in establishing the quality of life in a community.... [businesses'] main resource is their employees for whom quality of life is an important issue.. The availability and attractiveness of local parks and programs influences some companies' relocation decisions.... the presence of a park encourages real estate development around it...." (California Parks & Recreation, Winter 1997) The special benefit of parks and other recreational facilities conferred to residential and non residential properties has been summarized by a number of studies. The United States Department of the Interior, National Park Service, in a publication dated June 1984, concluded that: ■ "Parks and recreation stimulate business and generate tax revenues." ■ "Parks and recreation help conserve land, energy, and resources." ■ "An investment in parks and recreation helps reduce pollution and noise, makes communities more livable, and increases property values." ■ "Public recreation benefits all employers by providing continuing opportunities to maintain a level of fitness throughout one's working life, and through helping individuals cope with the ' stress of a fast -paced and demanding life." Collaborative Economics, a Silicon Valley think-tank, has found strong connections between the physical design and attractive maintenance of community facilities and the new knowledge -driven, service-oriented economy (Linking the New Economy to Livable Communities, Collaborative Economics 1998). Businesses are increasingly valuing "quality of life" as a way to recruit and retain skilled workers (Pro ales of Business Leadership on Smart Growth, National Association of Local Government Environmental Professionals, 1999). Non-residential property (either vacant or developed) located within a community that actively ' promotes the design and maintenance of park and recreation facilities, is conferred a distinct and special benefit because these features attract businesses, ensuring the highest and best use of the property. Area desirability helps to assure that vacant property is actually marketable to willing buyers and helps assure that the property owner can actually capture the full market value for property. r\santa clanta\admin 08-09\reports\open space\ospd fy08-09 final rpt 17tun08 doc Harris & Associates 1 1 1 1 t City of Santa Clarita June 17, 2008 Open Space Preservation District Engineer's Report, FY 2008-09 Page 8 Residential property (both vacant and developed) benefits from the "area desirability" because workers are attracted to community, and will purchase homes, which again assures the highest and best use of the property. As described above, when an area is desirable, property is more marketable and owners are better positioned to capture the benefits full market value. The entire community, and parcels within the community, are conferred a special benefit when parks and recreational facilities are included as part of the overall community design standard and are maintained. Homebuyers over age 55, considering a move, were surveyed about the amenities that "would seriously influence them in selecting a new community" in Boomers on the Horizon: Housing Preferences of the 55+ Market, National Association of Home Builders, 2002. The following results were found: Finally, the ERE Yarmouth and Real Estate Research Corporation has found that "smart communities" (those that actively plan and maintain parks, open space, streetscaping and pedestrian friendly features) will experience the fastest rise in real estate values (Defining New Limits, Emerging Trends in Real Estate, ERE Yarmouth and Real Estate Research Corporation, 1988). In addition, all of the aforementioned above illustrates that parks, open space and recreational facilities contribute to a specific increase in property desirability and a specific enhancement of the property value of each parcel within the district which confers a particular and distinct special benefit upon the real property located within the district Area of Benefit ' Proposition 218 states, "No assessment shall be imposed on any parcel which exceeds the reasonable cost of the proportional special benefit conferred on that parcel. Only special benefits are assessable, and an agency must separate the general benefits from the special benefits conferred on a parcel." Based on the above, the area of benefit for the facilities and services funded by the District needs to be defined. The National Recreation and Park Association standards are used to define the service area of the City's existing parklands and open space areas. These standards state that a community park, which serves the needs of several neighborhoods, has a service radius of up to 3 miles. Properties within ' this 3 -mile service radius are considered to receive special benefit from the facility. r\santa clanta\admin 08-09\reports\open space\ospd fy08-09 final rpt 17tun08 doc Harris & Associates Seeking Rank on Amenity Group Amenity List Walking and jogging trails 55+ 52 1 Walking and jogging trails 55+ >$75k per year 65 Outdoor spaces 55+ 51 2 Outdoor spaces (park) 55+, moving to suburbs 55 Open Spaces 55+ 46 4 Finally, the ERE Yarmouth and Real Estate Research Corporation has found that "smart communities" (those that actively plan and maintain parks, open space, streetscaping and pedestrian friendly features) will experience the fastest rise in real estate values (Defining New Limits, Emerging Trends in Real Estate, ERE Yarmouth and Real Estate Research Corporation, 1988). In addition, all of the aforementioned above illustrates that parks, open space and recreational facilities contribute to a specific increase in property desirability and a specific enhancement of the property value of each parcel within the district which confers a particular and distinct special benefit upon the real property located within the district Area of Benefit ' Proposition 218 states, "No assessment shall be imposed on any parcel which exceeds the reasonable cost of the proportional special benefit conferred on that parcel. Only special benefits are assessable, and an agency must separate the general benefits from the special benefits conferred on a parcel." Based on the above, the area of benefit for the facilities and services funded by the District needs to be defined. The National Recreation and Park Association standards are used to define the service area of the City's existing parklands and open space areas. These standards state that a community park, which serves the needs of several neighborhoods, has a service radius of up to 3 miles. Properties within ' this 3 -mile service radius are considered to receive special benefit from the facility. r\santa clanta\admin 08-09\reports\open space\ospd fy08-09 final rpt 17tun08 doc Harris & Associates City of Santa Clarita June 17, 2008 Open Space Preservation District ' Engineer's Report, FY 2008-09 Page 9 To define the service area of the District, a 3 -mile radius was drawn around all of the City's existing parklands and open space areas. This is shown on the Assessment Diagram at the back of this Report. It should be noted that the District service area includes Hasley Canyon Park, which is currently outside the City boundaries but within an area that is anticipated to annex into the City in the very near future. This park has been included to make sure an appropriate service area has been ' represented for the District. Parcels within the District service area are considered to receive special benefit from the District. ' The total area served by the Program, as defined above, is 118,314 acres. Of that area, 84,602 acres, or approximately 71.5%, is outside the city boundaries. The benefits conferred on these non -city parcels within the service areas are considered the "general benefits" associated with the District. Therefore, only 28.5% of the District budget is assessed to City properties as the quantification of special benefits received, and 71.5% of the budget will be provided from other sources (e.g.: general fund, Proposition A funds, etc.). This quantification of general benefit is considered a conservative estimate because much of the area outside the City boundaries is currently sparsely developed when compared with the development intensity within the City. All properties within the City of Santa Clarita are within the service area of the City's existing parklands and open space areas. Therefore, these properties receive special benefit from the existing facilities. The existing facilities are distributed throughout all areas of the City. Because of the uniform distribution of the existing parklands and open space areas in the City, it is considered a reasonable approximation of the ultimate service area of the parklands and open space to be obtained, developed and preserved through the Program. Any future acquisition of undeveloped lands will be within the City of Santa Clanta city limits or within the service area of the City's existing parklands and open space areas. Because of this, and the fact that any undeveloped lands outside the City boundaries will remain essentially in their natural state, these additional areas are not considered to increase the benefit boundaries of the District. Special Benefit Methodology ' The District boundaries are coterminous with the City of Santa Clarita. To establish the special benefit to the individual parcels within the District, a Benefit Unit system is proposed. Each parcel of land is assigned Benefit Units (BU's) in proportion to the estimated special benefit the parcel receives relative to the other parcels within the District from the Program. Benefit Units are established by considering both the dwelling unit equivalency of a property and the benefits provided, as discussed above. Basic Formula: (Equivalent Dwelling Units) x (Benefit Factor) = Benefit Units 1 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. ' r \santa clanta\admin 08-09\reports\open space\ospd fy08-09 final rpt 17jun08 doc I Harris & Associates ' City of Santa Clarita June 17, 2008 Open Space Preservation District ' Engineer's Report, FY 2008-09 Page 10 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. Table 1 outlines the EDU formula. r� iResidential 1 1 Single Family Residences (SFR). A single family home equals 1 EDU. Multi -family Residences (Apartments and Condominiums) and Mobile Home Parks. 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 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 ' r \santa clanta\admm 08-09\reports\open space\ospd fy08-09 final rpt 17tun08 doc Harris & Associates Table 1 - EDU Formula 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 1 parcel x 025 = 0.25 EDU / parcel Multi -Family (incl. Condo) 1 dwelling x 0.75 = 0.75 EDU / dwelling Mobile Home Parks 1 space x 0.5 = 0.50 EDU / space Developed Non -Residential Commercial, Industrial, 1 acre x 6 = 6.00 EDU / acre Government, Church 1.00 EDU / parcel min Vacant 1 acre x 1.5 = 1.50 EDU / acre 0.25 EDU / parcel min 5 acre x 1 5 = 7.50 EDU / parcel max iResidential 1 1 Single Family Residences (SFR). A single family home equals 1 EDU. Multi -family Residences (Apartments and Condominiums) and Mobile Home Parks. 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 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 ' r \santa clanta\admm 08-09\reports\open space\ospd fy08-09 final rpt 17tun08 doc Harris & Associates ' City of Santa Clarita June 17, 2008 Open Space Preservation District Engineer's Report, FY 2008-09 Page 11 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). 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 minimum EDU assignment for a developed non-residential parcel is 1.0 EDU per parcel, which is the same as a developed SFR. ' 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. Vacant 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 property is 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 as agricultural, 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. Regarding larger vacant properties, a strict application of the EDU rate per acre will result in an inappropriately large assessment, particularly considering the fact that the vacant parcel provides some of the open space attributes the park system endeavors to provide. As the size of a parcel increases, it begins to provide proportionally larger open space characteristics. In order to recognize this, the EDU rate for vacant, non -SFR property is applied to the first 5 acres only. This provides the City with a mechanism to effectively model the benefits received by vacant, non -SFR property in the more urbanized areas (where vacant lot sizes tend to be smaller because of encroaching development) while also crediting the open space benefits provide by larger, undeveloped parcels. Therefore, vacant, non -SFR parcels will be assessed 1.5 EDU's per acre up to a maximum of 5 acres per parcel. The minimum EDU assignment for a vacant parcel is 0.25 EDU's per parcel, which is 25% of a developed SFR. 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, common areas (such as in condominium complexes), landlocked parcels ' r\santa clanta\admin 08-09\reports\open space\ospd fy08-09 final rpt 171un08 doc lily I Harris & Associates ' City of Santa Clarita June 17, 2008 Open Space Preservation District ' Engineer's Report, FY 2008-09 Page 12 and small parcels vacated by the City as these parcels have little or no value and therefore do not ' benefit from the improvements. In addition, parks, greenbelts and open space are exempt from assessment, as are public schools, ' golf courses (which are considered as parks in most cities' planning documents) and cemeteries, which are also considered to provide a type of parkland and open space. ' Government -Owned Property Prop. 218 states, "Parcels within a district that are owned or used by any [public] agency...shall not be exempt from the assessment unless the agency can demonstrate... that [the] parcels in fact receive no special benefit." Government-owned (public) properties must be assessed for the benefits they receive. If no benefit is received (for example, parks and schools as discussed above) then the government- owned parcels can be "exempt" from the assessment. Uses such as City Hall and maintenance yards are assessed as developed non-residential property. ' Benefit Factors 1 1 t Proper preservation of parklands and open space within and surrounding the City benefits properties by providing environmental quality and recreational enhancement. The amount of benefit received will vary with the different land use of the property. There are two categories from which the total benefit of a parcel is derived, and these benefits are weighted equally with respect to each other: 1. Environmental Quality Benefit. The improvement of the quality of air, visual aesthetics and attractiveness of the community as a place to live, work and do business. All properties within the District are considered to receive this benefit. 2. Recreation Enhancement Benefit. The availability of useable and safe parkland and recreational facilities. Only residential properties are considered to receive this benefit as it more directly relates to the enhancement of the quality of life in the residential community. Table 2 outlines the Benefit Factors for the Open space, park and parkland program: Table 2.Open Space & Parkland Benefit Factors Land Use: Residential Non -Residential 1. Environmental Quality 2. Recreation Enhancement 0.5 0.5 0.5 0.0 Total Benefit Factor = 1 0.5 Benefit Units As discussed above, the basic formula for calculating Benefit Units for each property is as follows: Basic Formula: (Equivalent Dwelling Units) x (Benefit Factor) = Benefit Units Table 3, below, outlines the Benefit Unit calculations for various properties: I r\santa clanta\admin 08-09\reports\open space\ospd fy08-09 final rpt 17�un08 doc I Harris & Associates City of Santa Clarita June 17, 2008 r 1 Table 4 provides a summary of Benefit Units for the City of Santa Clarita. Table 4 - Assessable Benefit Unit Summary by Land Use Open Space Preservation District Engineer's Report, FY 2008-09 No. of No. of No. of Page 13 ' Parcels Table 3 - Benefit Unit Calculation Acres Benefit Units Residential Assessed EDU Benefit Benefit Unit (BU) ' Land Use Unit x Factor = x Factor Rate 1,034 Residential 258.500 Multi -family residential 387 9,015 Single family home 1 dwelling x 1 x 1.0 1 00 BU /dwelling ' Single family vacant 1 parcel x 025 x 1.0 025 BU / parcel 1,289.000 Multi -Family (incl Condo) 1 dwelling x 075 x 1.0 = 0 75 BU / dwelling ' Mobile Home Parks 1 space x 0.5 x 1 0 = 050 BU / space Developed Non -Residential Vacant Commercial, Industrial, Gov, Church 1 acre x 6 x 0.5 = 3.00 BU / acre 905.32 682.145 Vacant more than 5 ac 1 EDU min x 0 5 = 0.50 BU / parcel min 798.750 Vacant 51,901 59,385 10,486.63 64,300.435 1 acre x 1 5 x 0 5 = 0.75 BU / acre ' 0.25 EDU min x 0.5 = 0 125 BU / parcel min 5 acre x 1 5 x 0 5 = 3.75 BU / Darcel max r 1 Table 4 provides a summary of Benefit Units for the City of Santa Clarita. Table 4 - Assessable Benefit Unit Summary by Land Use Calculation No. of No. of No. of No. of Land Use Parcels Dwellings Acres Benefit Units Residential Maximum Budget BU's Asmt per BU Single family home 33,044 33,044 64,300 44 33,044.000 Single family vacant 1,034 258.500 Multi -family residential 387 9,015 6,761.250 Condominiums 14,748 14,748 11,061.000 Mobile Home Parks 30 2,578 1,289.000 Developed Non -Residential Commercial / Industrial 1,830 3,456.96 10,405.790 (incl. Government & Church) Vacant Vacant 5 ac or less 615 905.32 682.145 Vacant more than 5 ac 213 6,124.35 798.750 Totals: 51,901 59,385 10,486.63 64,300.435 Assessment Rate Calculation Table 5 provides the assessment rate calculation for FY 2008-09. Table 5 - Assessment Rate Calculation FY 08-09 FY 08-09 FY 07-08 Estimated No. of Actual Maximum* Maximum Budget BU's Asmt per BU Asmt per BU Asmt per BU $1,671,811 64,300 44 $26.00 $26.00 $2500 * The maximum annual assessment rate will be increased each year by $1.00 per Benefit Unit (table below). 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. r\santa clarita\admin 08-09\reports\open space\ospd fy08-09 final rpt 17iun08 doc Harris & Associates 1 1 1 1 1 1 1 1 1 1 1 1 1 City of Santa Clarita June 17, 2008 Open Space Preservation District Engineer's Report, FY 2008-09 Page 14 Sample calculations for various land uses are provided in Table 4. Table 6 - Sample Calculations Developed Non -Residential Commercial, Industrial, Gov, Church 0.25 acre x 6 x 0.5 = 075 $19.50 Commercial, Industrial, Gov, Church 0.5 acre x 6 x 0.5 = 1.50 $39.00 Commercial, Industrial, Gov, Church 1 acre x 6 x 05 = 3.00 $78.00 Vacant Vacant 0.5 acre x 1.5 x 0.5 = 0.38 $9.75 Vacant 1 acre x 1 5 x 0.5 = 0.75 FY 08-09 Vacant No. of Units or 3.75 EDU Vacant Benefit Benefit Annual Land Use Parcel Size x Factor x Factor = Units Asmt Residential Single family home 1 dwelling x 1 x 1.0 = 1.00 $26.00 Single family vacant (subdivided) 1 parcel x 025 x 1.0 = 0.25 $6.50 Condominium 1 dwelling x 0.75 x 1.0 = 0.75 $19.50 Duplex 2 dwellings x 0.75 x 1.0 = 1.50 $3900 4-plex 4 dwellings x 0.75 x 1.0 = 3.00 $78.00 10 -unit Apartment 10 dwellings x 0.75 x 1.0 = 7.50 $19500 Mobile Home Parks 10 spaces x 0.5 x 1.0 = 5.00 $130.00 Developed Non -Residential Commercial, Industrial, Gov, Church 0.25 acre x 6 x 0.5 = 075 $19.50 Commercial, Industrial, Gov, Church 0.5 acre x 6 x 0.5 = 1.50 $39.00 Commercial, Industrial, Gov, Church 1 acre x 6 x 05 = 3.00 $78.00 Vacant Vacant 0.5 acre x 1.5 x 0.5 = 0.38 $9.75 Vacant 1 acre x 1 5 x 0.5 = 0.75 $19.50 Vacant 5 acre x 1.5 x 0.5 = 3.75 $97.50 Vacant 10 acre 3.75 $97.50 Assessment Duration The Open Space Preservation District is proposed to exist for thirty (30) years beginning with 2007- 08 and with fiscal year 2036-37 as its last fiscal year. r \santa clarita\admm 08-09\reports\open space\ospd fy08-09 final rpt 17jun08 doc Harris & Associates ' City of Santa Clarita June 17, 2008 Open Space Preservation District Engineer's Report, FY 2008-09 Page 15 PART D ASSESSMENT ROLL The Assessment Roll is a listing of the proposed assessment for Fiscal Year 2008-09 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. r 7 I PART E ASSESSMENT DIAGRAM The 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. fl 1 ' r \santa clarita\admin 08-09\reports\open space\ospd fy08-09 final rpt 17tun08 doc I Harris & Associates I I I I I I I I I I I I I I I I City of Santa Clarita June 17, 2008 Open Space Preservation District Engineer's Report, FY 2008.09 Page 16 L 4 tu N E 21% CL 4) 0 th ce) U us L r r \santa clarita\admin 08-09\reports\open space\ospd fy08-09 final rpt 17jun08 doc I Harris & Associates 4 AW r r \santa clarita\admin 08-09\reports\open space\ospd fy08-09 final rpt 17jun08 doc I Harris & Associates �I 1 1 1 1 1 1 1 1 City of Santa Clarita June 17, 2008 Open Space Preservation District Engineer's Report, FY 2008.09 APPENDIX Open Space Acquisition Implementation Work Program r \santa clanta\admin 08-09\reports\open space\ospd fy08-09 final rpt 17tun08 doc M I Harris & Associates