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
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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
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Hams & Associates
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A
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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.
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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.
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A
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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.
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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
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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
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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
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City of Santa Clarita June 17, 2008
DBAA Nos, 3, 6, 18, 19, 20, 22 and 2008-1 Page 17
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' 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
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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%
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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
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City of Santa Clarita
DBAA Nos. 3, 6, 18, 19, 20, 22 and 2008-1
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DBAA Nos. 3, 6, 18, 19, 20, 22 and 2008-1 Appendix A-3
' Exhibit B — DBAA No. 6
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DBAA Nos. 3, 6, 18, 19, 20, 22 and 2008-1 Appendix A-4
Exhibit C — DBAA No. 18
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DBAA Nos. 3, 6, 18, 19, 20, 22 and 2008-1 Appendix A-5
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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Harris & Associates
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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
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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
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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
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' 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
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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
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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
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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.
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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
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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.
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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
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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
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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
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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.
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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
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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
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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
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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).
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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.
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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.
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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.
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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.
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City of Santa Clarita
Streetlight Maintenance District No. 1
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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.
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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.
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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).
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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City of Santa Clarita June 17 2008
Streetlight Maintenance District No. 1 Page 15
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Table 2 summarizes the Non -Residential EDU calculation:
Table 2 - Non -Residential
EDU Calculations
People Use Security Intensity
Total EDU's
NON-RESIDENTIAL
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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
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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
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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
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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
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Motion Picture, Radio, T V
0010938 per lot 100sf
Neighborhood Shopping Centers
0014449 per lot 100sf
Regional Shopping Centers
0021812 per lot 100sf
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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
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both the original
district and the annexation areas.
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Streetlight Maintenance District No. 1 Page 16
Table 3 —EDU Summary by Land Use
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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
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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
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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.
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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.
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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
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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.
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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
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%
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
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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.)
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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.
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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.
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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.
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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:
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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.
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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.
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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.
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City of Santa Clarita June 17, 2008
Open Space Preservation District
Engineer's Report, FY 2008.09 Page 16
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City of Santa Clarita June 17, 2008
Open Space Preservation District
Engineer's Report, FY 2008-09 APPENDIX
Open Space Acquisition
Implementation Work Program
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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
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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
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APPENDIX B
List of Parcels
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2a�o 75
DECF-
Contents:
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APPENDIX C
Vacant/Undeveloped Properties Map
Contents:
■ Vacant/Undeveloped Properties Neap
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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
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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,/.
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ox , _��,y'%� Sharon L. Dawson, City Jerk
„QQ -P°°RarF = City of Santa Clarita
DEC 150 Los Angeles County, California
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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
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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.
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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.
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' 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
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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'."
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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.
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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.
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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.
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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.
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' 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
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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
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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:
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City of Santa Clarita June 17, 2008
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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
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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.
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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.
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' 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.
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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.
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City of Santa Clarita June 17, 2008
Open Space Preservation District
Engineer's Report, FY 2008.09 Page 16
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City of Santa Clarita June 17, 2008
Open Space Preservation District
Engineer's Report, FY 2008.09 APPENDIX
Open Space Acquisition
Implementation Work Program
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