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HomeMy WebLinkAbout2008-09-09 - AGENDA REPORTS - SMD 1 ANNEX L 87 (2)Agenda Item: CITY OF SANTA CLARITA AGENDA REPORT CONSENT CALENDAR City Manager Approval: Item to be presented by: Dennis Luppens DATE: September 9, 2008 SUBJECT: ANNEXATION OF PARCELS INTO STREETLIGHT MAINTENANCE DISTRICT NO. 1 (ANNEXATION L-87) DEPARTMENT: Administrative Services RECOMMENDED ACTION City Council: 1. Adopt resolution to initiate annexation proceedings for 17 parcels into Streetlight Maintenance District (SMD) No. 1. 2. Approve the Engineer's Report, and call for and set the Public Hearing for October 28, 2008, BACKGROUND SMD No. 1 was established to collect funds to cover the expenses for energy and maintenance of City streetlights. The costs associated with the streetlights, inclusive of approximately 15,153, are billed by Southern California Edison to the City. Annexation of territory into SMD No. 1 is a procedural matter. Properties are required to annex into SMD No. 1 as a condition of development to provide for the installation and maintenance of street lighting and appurtenant facilities. All property owners will be mailed assessment ballots, which will be tabulated at the Public Hearing held on October 28, 2008. Barring a majority protest at the Public Hearing, the City Council will be asked to give final approval of the annexation at that time. The annual levy of assessments for the above parcels covers the anticipated maintenance costs with the annexation for SMD No. 1. The maximum annual assessment is adjusted annually Opted: yo 09 - 97 according to the change in the Los Angeles -Anaheim -Riverside Area Consumer Price Index ("CPI"), as determined by the United States Department of Labor, Bureau of Labor Statistics. Annually, the City Council will decide the actual assessment amount. The City Council may adopt a lesser assessment amount, but may not exceed the maximum annual assessment rate. ALTERNATIVE ACTIONS 1. Do not annex the territory into Streetlight Maintenance District No. 1. 2. Other direction as determined by City Council. FISCAL IMPACT There is no fiscal impact to the General Fund by this action. ATTACHMENTS' Resolution - Initiate SMD L-87 Annexation Proceedings SMD L-87 Assessment Roll SMD L-87 Boundary Map Engineer's Report available in the City Clerk's Reading File r RESOLUTION 08- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA CLARITA, CALIFORNIA, ORDERING THE INITIATION OF ASSESSMENT BALLOT PROCEDURES, INITIATE PROCEEDINGS FOR THE ANNEXATION AND ANNUAL LEVY OF ASSESSMENTS, APPROVE THE PRELIMINARY ENGINEER'S REPORT, AND SET A TIME AND PLACE FOR A PUBLIC HEARING THEREON FOR THE ANNEXATION OF CERTAIN TERRITORY INTO SANTA CLARITA STREETLIGHT MAINTENANCE DISTRICT NO. 1, ANNEXATION L-87 WHEREAS, the City Council has, by previous Resolutions, formed and levied annual assessments for Streetlight Maintenance District No. 1 (hereafter referred to as the "District"), 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") that provides for the levy and collection of assessments by the District to pay the maintenance and services of all improvements and facilities related thereto; and WHEREAS, the City Council desires to annex territory into the District, and such territory will receive special benefit from the improvements within the proposed annexations; and WHEREAS, the City has ordered the preparation of an Engineer's Report in accordance with Article 4 (commencing with Section 22565) of Chapter 1 of the Streets and Highways Code giving a description of the annexations; and WHEREAS, the Engineer's Report has been duly presented by the City Clerk for consideration and has been fully considered by the City Council; and WHEREAS, the City Council, pursuant to the terms of the "Landscaping and Lighting Act of 1972," being Division 15, Part 2 of the Streets and Highways Code of the State of California (the "197,2 Act"), Article XIIID of the Constitution of the State of California ("Article XIIID") and the Proposition 218 Omnibus Implementation Act (Government Code Section 53750 and following) (the "Implementation Act") (the 1972 Act, Article XIIID and the Implementation Act are referred to collectively as the "Assessment Law"), has, by approval of this Resolution, initiated proceedings to annex territory into a special assessment district and ordered the preparation of an Assessment Engineer's Report for the levy of assessments within such proposed annexations. Such special assessment district is known and designated as the City of Santa Clarita Streetlight Maintenance District No. 1. The parcels to be annexed into the SMD are included in Annexation L-87. For a detailed description, please refer to Appendix B, Assessment Roll, of the Assessment Engineer's Report (on file with the City Clerk and open for public inspection). WHEREAS, at this time the City Council desires to declare its intention to annex territory into said District and to provide for the levy of and collection of assessments for the next ensuing fiscal year to provide for the costs and expenses necessary to pay for the maintenance of the improvements (as defined in the Engineer's Report) in such Annexations. NOW, THEREFORE, the City Council of the City of Santa Clarita does hereby resolve as follows: SECTION 1. Recitals. The above recitals are all true and correct. SECTION 2. , Declaration of Intention. The public interest and convenience requires, and it is the intention of the City Council to order the annexation of territory, and to levy and collect assessments to pay the annual costs and expenses for the maintenance, operation, and/or servicing of all existing street lighting and appurtenant facilities located in public places within the boundaries of the District. The installation of street lighting and appurtenant facilities are necessary for the daily operation of said lighting 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 installment or replacement. The operation, maintenance, and servicing of all existing street lighting and appurtenant facilities are necessary for the daily' operation of said lighting located within City road rights-of-way. Operation, maintenance, and servicing means all work necessary for the daily maintenance required to maintain said lights in proper operating conditions, including providing said lights with the proper energy necessary to operate the lights. SECTION 3. Boundaries of the Annexations. An Assessment Diagram for the Annexations (Section 22570 of the Streets and Highways Code) and assessments (Section 22572 of the Streets and Highways Code) showing the area to be benefited and assessed for the improvements has been prepared as Appendix A of said Engineer's Report. The diagram, assessments, and improvement plans have been filed with the City Clerk, along with the Engineer's Report; and The diagram, which indicates by a boundary line the extent of the Annexations, is hereby declared to describe the proposed boundaries of the Annexations and shall govern for all details as to the extent and location of said Annexations. SECTION 4. Report of Assessment En ig neer. The Assessment Engineer's Report is hereby approved as filed and incorporated herein by this reference. Reference is made to such Report for a full and detailed description of the improvements to be maintained, the boundaries of the Annexations and the proposed assessments upon assessable lots and parcels of land within the Annexations. SECTION 5. Public Hearing. Notice is hereby given that a Public Hearing is scheduled to be held at 23920 Valencia Boulevard, Suite 105, Santa Clarita, California on October 28, 2008 at 6:00 pm. 2 All interested persons shall be afforded the opportunity to hear and be heard. The City Council shall consider all oral statements and all written communications made or filed by any interested persons. The City Council shall, at - the conclusion of the Public Hearing, also determine whether assessment ballots submitted pursuant to the Assessment Law in opposition to the proposed annexation and assessments exceed assessment ballots submitted in favor of such proposed annexation and assessments. SECTION 6. Right to Submit Assessment Ballot. Pursuant to the provisions of the Assessment Law, each record owner of property proposed to be annexed and assessed has the right to submit an assessment ballot in favor of or in opposition to the proposed annexation and assessment. Assessment ballots will be mailed to the record owner of each parcel located within the Annexations and subject to a proposed assessment. Each such owner may complete such assessment ballot and thereby indicate their support for or opposition to the proposed annexation and assessment. All such assessment ballots may be delivered by mail or in person to: Office of the City Clerk City of Santa Clarita 23920 Valencia Boulevard, Suite 304 Santa Clarita, California 91355-2196 After 6:00 p.m. on October 28, 2008 assessment ballots may be delivered to the City Clerk only at the location of the Public Hearing given above. All assessment ballots must be received by the City Clerk prior to the time that the Public Hearing is closed. An assessment ballot which is delivered by mail with a postmark which is prior to the date and time of the Public Hearing but which is not received by the City Clerk until after the Public Hearing is closed will not be counted. At the conclusion of the Public Hearing, the City Council shall cause the assessment ballots received in a timely manner to be tabulated. If a majority protest exists, the City Council shall not approve the annexations or impose assessments within the areas proposed to be annexed. A majority protest exists if, upon the conclusion of the Public Hearing, assessment ballots submitted in opposition to the assessments within the Annexations exceed the assessment ballots submitted in favor of such assessments. In tabulating the assessment ballots, the assessment ballots shall be weighted according to the proportional financial obligation of the affected property. SECTION 7. Notice. The City Clerk is hereby directed to mail notice pursuant to the Assessment Law of the Public Hearing, assessment ballot proceedings, the adoption of the Resolution of Intention and of the filing of the Assessment Engineer's Report, together with the assessment ballot materials, to the record owners of all real property proposed to be annexed. 3 SECTION 8. Proceeding Inquiries. The following staff person is designated to respond to all inquiries for any and all information relating to the proposed Annexations and these proceedings, including the assessment ballot procedure: JOAN COX HARRIS & ASSOCIATES 34 EXECUTIVE PARK, SUITE 150 IRVINE, CA 92614-4705 TELEPHONE: 866-427-4304 SECTION 9. The City Clerk shall certify to the adoption of this Resolution. PASSED, APPROVED, AND ADOPTED this ;**** day of ** , 2008. ATTEST: CITY CLERK 4 MAYOR STATE OF CALIFORNIA ) COUNTY OF LOS ANGELES ) ss. CITY OF SANTA CLARITA) I, Sharon L. Dawson, MMC, 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 day of ******, 2008, by the following vote: AYES: COUNCILMEMBERS: NOES: COUNCILMEMBERS: ABSENT: COUNCILMEMBERS: 5 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 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 12008. Sharon L. Dawson, MMC City Clerk By Susan Caputo, CMC Deputy City Clerk no V- O Z v � w+ j5 m U v M c C C cn °' w � O �m V � J y.+ 4) 2 L 4.0 w. CD O E a O v LL') 0 O 0 O 0 N 0 N 0 0 0 R' 0 N 0 v 0 Ln 0 M 0 O 0 d' O w O 0 O d' O O 6 000 3 E N N CO e- O r- O O 0 (O 0 M N h M N 0 zT 4 N w CD N 4 N ON I •- t0 00 N N Ly N X 0 M U. Q 0000 00000 0(00000000000 o fl -0000000000 to N r+ C O N O O O O,,t O O O m O O O O O 0 f- 3 O N M In Ln .- '- - N (D N N 4 M N d' N N � W U rn O y 00 N N 0 N 0 N 0 N 0 N 0 N 0 N N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N >- CO M W O CD Ln (D Ln (D Ln (O M CO M (O LO CO 0 CO 0 1,:) (0 LO 6 LO "0 LO 6 LO 6 In O Ln CD 0 (D Ln (D 0 O 6Fi6969(RVflER696H69696969EAH4(f>69(R N C O O.N UU Mm7MC)WQMWUm Y NO N� ,��aau_u_daaaaaaaaCLa EL CL U)XX�X X�WWXX v°�i0 � a0U � OC�C�C�C�C�C�C�C� a to a O�WOOww000O0000000 U V V V V V U V V U V U V to IL d rV. tC N N N O M O N — N O M� M (M 0 N M N O fl- .-- N O M O O O O O O .- M .-- p, 0000000MOMOOOM000 N �, Lf7 M M O •- (D •- O O O M Ln (DN O N M M--- 4 4 4 •- N � N N N o f O O O O O O O O O O O O O O O O O N Z Ln LO O M 4 "t V � M M N o N M M M Ln 0 LO LO Ln 0 41 N OO N C10 N C10 N a0 N C70 N 00 N CU N OO N OO N 00 N � N 0 N 0 N M N O N O N O N Q U U) O J _1 J J W Y ~ W Z W Q 0 V) 0 LJ Q }a z LUW 0 � Q=0zx_j0ptm0 w���pz 2a za �vUZzJ2ZQ1cn u-2oQYaog m a s wZMMcan�UOz��Q��<pzU d � jQzzZ�Q2Qw—�>o2aw ZOO%pao0u_=O�u-0 O0V)ZED p �z� Q < 0wQaQ���QQz�=Q�z� zzzzO �UQ_jLLJ 0m Omr-)c-) a Q -a LL QQQO Lj O�Op�V W u 00 ppa LLJ p=��in _ H 0 JJLU O O U) V) Q Z fn X cncnQLu w QO p w co 0 0 N O N a0 • 0 0 Engineer's Report For City of Santa Clarita Streetlight Maintenance District No. 1 Annexation No. L-87 Fiscal Year 2008-09 Submitted To: City of Santa Clarita California Prepared By: = I Harris & Associates. August27, 2008 City of Santa Clarita Annexation No. L-87 Streetliqht Maintenance District No.1 ENGINEER'S REPORT CITY OF SANTA CLARITA ANNEXATION NO. L=87 STREETLIGHT MAINTENANCE DISTRICT NO. 1 TABLE OF CONTENTS August 27, 2008 Paye I. Introduction..............................................................................................................1 H. Plans and Specifications...................................1......................................................2 III. Estimated Costs of the Improvements.....................................................................3 IV. Assessment Diagram................................................................................................4 V. Assessment...............................................................................................................4 VI. Method of Assessment.....................:.......................................................................4 VII. Certifications............................................................................................................9 Appendices t A Assessment Diagram B Assessment Roll City of Santa Clarita Annexation No. L-87 August 27, 2008 Streetlight Maintenance District No.1 Page 1 ENGINEER'S REPORT CITY OF SANTA CLARITA ANNEXATION NO. L-87 INTO STREETLIGHT MAINTENANCE DISTRICT NO. 1 I. INTRODUCTION This report is prepared in compliance with the requirements of Article 4, Chapter 1, of the Landscaping and Lighting Act of 1972, (hereinafter referred to as the "Act") which is Part 2, Division 15 of the California Streets and Highways Code. This report considers the annexation of territory to be known as Annexation No. L-87, into the existing Santa Clarita Streetlight Maintenance District No. 1. Pursuant to the Act, the City Council is the legislative body for the District and may annex territory and levy annual assessments acting as the governing body for the operations and administration of the District. In addition, the Act provides for the levy of annual assessments after annexation into or formation of an assessment district for the continued maintenance and servicing of the district improvements. The Act further allows various areas to be annexed into an existing district when the territory in the annexation receives substantially the same degree of benefit from the improvements. The costs associated with the installation, maintenance and service of the improvements may be assessed to those properties, which are benefited by the installation, maintenance and service. Section 22608 of the Streets and Highways Code further states that annexation proceedings will be .limited to the territory proposed to be annexed into an existing district. This report will be limited to those properties associated with Annexation No. L-87 as shown on Appendix "A." RIGHT TO VOTE ON TAXES ACT (PROPOSITION 218) On November 5, 1996, the electorate approved Proposition 218, Right to Vote on Taxes Act, which added articles 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, gutter, pavement, signage and striping. Each property owner who owns parcels subject to the assessment will be sent an Assessment Ballot requesting their approval to annex into the district and approve the assessments being imposed. Subsequent owners of parcels would be made aware through title reports and Department of Real Estate "White Paper" reports that the parcels are in the district and subject to the assessments. Purchase of the parcel(s) is also an agreement by the new owners to be subject to the assessments. Future increases, if any, will be subject to the procedures and approval process of Section 4 of Article XIIID. This report is being provided to show that there will be no proposed increase in the assessments to pay for costs incurred for maintenance, servicing and operation of the existing District. However, the assessments will be proposed for the first time to those parcels proposed to be included in this annexation. The City may initiate proceedings for the annexation of territory for continued maintenance and servicing of streetlight improvements by passing a resolution. This Resolution of Intention generally describes the RAsanta clarita\Admin 08-09\annexations\SMD L87\reports\SMD L-87 annex 27aug08.doc City of Santa Clarita Annexation No. L-87 August 27, 2008 Streetlight Maintenance District No.1 Page 2 territory to be annexed into the district and any proposed new improvements or any substantial changes in existing improvements and orders an engineer to prepare and file a detailed report. This report prepared by the engineer details only the proposed annexation to the existing district and must include; plans and specifications of the improvements; an estimate of the costs of the improvements, including maintenance and servicing; a diagram, i.e., map of the assessment district showing the boundary of the district and annexation; and the parcels or lots which benefit. Once the report is completed, it is presented to the City Council (the legislative body) for its review and approval as presented, or may be modified and approved. After the report is approved, the City adopts the Resolution of Intention which declares its intent to annex territory and levy and collect assessments, describes the improvements, including maintenance and servicing, refers to the assessment district and annexation by its distinctive designation, refers to the report for the details of the district and annexation, and sets a time and place for a public hearing on the levy of the proposed assessment. Following the initial Council Meeting, the City will send an Assessment Ballot with which the property owners can vote on the annexation and assessment. At the public hearing, the City will count the Assessment Ballots returned and consider the public testimony in favor of and/or opposing the annexation and assessment. At that time, the City Council may adopt a resolution confirming and levying the assessments to fund the maintenance and servicing of the improvements or abandon the proposed annexation. II. PLANS AND SPECIFICATIONS DESCRIPTION OF IMPROVEMENTS AND SERVICES The proposed improvements for Annexation No. L-87 into Streetlight Maintenance District No. 1, include, but are not limited to, and may be generally described as follows: Installation of streetlighting, traffic signals, and other appurtenant facilities. Services and maintenance include 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. Streetlight improvements are owned either by the Southern California Edison Company, the State of California Department of Transportation, or the City of Santa Clarita. Facilities constructed for or by the City of Santa Clarita are on file in the City offices. Proposed streetlight facilities are located in the City of Santa Clarita, in the vicinity of. an area on Soledad Canyon east of Galeton Road and west of Deep Creek Drive. PLANS AND SPECIFICATIONS Streetlight Maintenance District No. 1 ("SMD 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 of the approximate 14,435 streetlights currently owned and maintained by Edison and all of the approximate 718 streetlights owned by the City and maintained by the City through a maintenance contract with the County of Los Angeles. 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: R:\santa clarita\Admin 08-09\annexations\SMD L87\reports\SMD L-87 annex 27augWdoc City of Santa Clarita Annexation No. L-87 August 27, 2008 Streetlight Maintenance District No.1 Page 3 • The installation of streetlighting, 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 streetlighting, 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. Plans and Specifications for the improvements for Annexation No. L-87 to the Streetlight Maintenance District are voluminous and are not bound in this report but by this reference are incorporated and made a part of this report. The plans and specifications are on file at the City. . III. ESTIMATED COSTS OF THE IMPROVEMENTS The Act provides that the estimated costs of the improvements shall include the total cost of the improvements, 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 the district is the total cost of installation, maintenance and servicing with adjustments either positive or negative for reserves, surpluses, deficits and/or contributions. Estimated costs of improvements for Streetlight Maintenance District No. 1, including Annexation No. L-87, 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. 2008-09 FISCAL YEAR BUDGET ESTIMATE ASSESSMENT LOTS OR PARCELS: 17 TYPE OF LAND USE: Residential and Commercial Reference is made to the assessment roll included herein as Appendix `B" for individual parcel assessments. RAsanta claritaUdmin 08-09\annexations\SMD L87\reports\SMD L-87 annex 27aug08.doc MAXIMUM ACTUAL FY 2008/09 FY 2008/09 BUDGET ITEM ASSESSMENT ASSESSMENT Total Funds Required $3,469.00 $2,654.10 Available Carryover $0.00 $0.00 Other Revenue $0.00 $0.00 To be Raised by Parcel Assessment $0.00 $0.00 $3,469.00 $2,654.10 Reference is made to the assessment roll included herein as Appendix `B" for individual parcel assessments. RAsanta claritaUdmin 08-09\annexations\SMD L87\reports\SMD L-87 annex 27aug08.doc City of Santa Clarita Annexation No. L-87 August 27, 2008 Streetlight Maintenance District No.1 Page 4 IV. ASSESSMENT DIAGRAM The boundary map/diagram is included herein as "Appendix A" I►I�F.Y.10W0IM►Il1 All assessed lots or parcels of real property within the annexation are listed on the assessment roll, which is included herein as Appendix B and is hereby made a part of this report by reference. The assessment roll states the net amount to be assessed upon assessable lands within Annexation No. L-87 for Fiscal Year 2008/2009, shows the Fiscal Year 2008/2009 maximum assessment upon each lot or parcel within the annexation and the Fiscal Year 2008/2009 actual assessment, and describes each assessable lot or parcel of land within the annexation. These lots or parcels are more particularly described in the County Assessor's Roll, which is on file in the office of the Los Angeles County Assessor and by reference is made a part of this report. \ Commencing with Fiscal Year 2008/2009, the amount of the maximum assessments for Annexation No. L-87 will include a yearly increase, based upon the Consumer Price Index, All Urban Consumers, for the Los Angeles -Riverside -Orange County Area ("CPI"), as determined by the United States Department of Labor, Bureau of Labor Statistics, or its successor. The engineer shall compute the percentage difference between the CPI of each current year and the CPI for the previous year, and shall then adjust the existing assessment by an amount not to exceed such percentage for the following fiscal year. Should the Bureau of Labor Statistics revise such index or discontinue the preparation of such index, the engineer shall use the revised index or a comparable system as approved by the City Council for determining fluctuations in the cost of living. VI. METHOD OF ASSESSMENT BACKGROUND The Landscaping and Lighting Act of 1972 provides that assessments may be apportioned upon all assessable lots or parcels of land within an assessment district or annexation in proportion to the estimated benefits to be received by each lot or parcel from the improvements. In addition, Proposition 218 requires that a parcel's assessment may not exceed the reasonable cost of the proportional special benefit conferred on that parcel. The Proposition provides that only special benefits are assessable, and the City must separate the general benefits from the special benefits conferred on a parcel. A special benefit is a particular and distinct benefit over and above general benefits conferred on the public at large, including real property within the district or annexation. The general enhancement of property value does not constitute a special benefit. SPECIAL BENEFIT ANALYSIS In determining the necessity of annexing the parcels into the Streetlight Maintenance District, the proximity of streetlight improvements to the parcels located within the annexation and the cost of maintaining said streetlight improvements was considered and analyzed. Due to the close proximity of the parcels to the streetlight improvements, the parcels within the annexation are uniquely benefited by, and receive a direct advantage from, the streetlight improvements and are conferred a particular and distinct special benefit over and above general benefits. In the existing District, most of the streetlight improvements were installed by the developers, subdividers of the land, and the continued maintenance was guaranteed through the establishment of a Streetlight Maintenance District. If the installation of the improvements and the guaranteed maintenance did not occur, the lots would not have been established and could not have been sold to any distinct and R:\santa clarita\Admin 08-09\annexations\SMD L87\reports\SMD L-87 annex 27aug08.doc City of Santa Clarita Annexation No. L-87 August 27, 2008 Streetlight Maintenance District No.1 Page 5 separate owner. The establishment of each distinct and separate lot is a special benefit which permits the construction of a building or structure on the property and the ownership and sale of the distinct lot in perpetuity. In the annexation, all the lots are established at the same time once the conditions regarding the improvements and the continued maintenance are guaranteed. As a result, each lot within the district receives a special and distinct benefit from the improvements and to the same degree. The improvements also continue to confer a particular and distinct special benefit upon parcels within the annexation because of the nature of the improvements. The proper maintenance of the streetlighting and appurtenant facilities specially benefit parcels within the annexation. The proper maintenance of the streetlighting, and appurtenant facilities reduces property -related crimes (especially vandalism) against properties in the annexation. The streetlighting located in Streetlight Maintenance District No. 1 and the proposed Annexation No. L-87 helps to visually join the various segments of the community, which enhance property. All of the above mentioned contributes to a specific enhancement of the property values of each of the parcels within the annexation. The benefit provided by streetlighting consists of safety for pedestrians and motorists involved with the property in the Annexation during the nighttime hours. This is a particular and distinct special benefit to all developed parcels in the annexation. Streets are constructed for the safe and convenient travel by vehicles and pedestrians. They also provide an area for underground and overhead utilities. Streetlighting can be determined to be an integral part of streets as a permanent public improvement. One of the principal purposes of fixed roadway lighting is to create a nighttime environment conducive to quick, accurate, and comfortable seeing for the user of the facility. These factors, if attained, combine to improve traffic safety and achieve efficient traffic movement. Fixed lighting can enable the motorist to see detail more distinctly and to react safely toward roadway and traffic conditions present on or near the roadway facility. Streetlights are 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, gutter, pavement, signage and striping. Taken as a group, they are the elements that provide a, safe route for motorists and pedestrians. Streetlights are installed to make streets safer. Streetlights are installed to provide better visibility for drivers. One hundred (100) percent of the illumination from the lights is directed to the street, ninety (90) percent on the street side of the curb and ten (10) percent behind the curb. The spacing of the lights is based on the design speed of the street and the natural ability of the motorist's eyes, o adjust to light and dark areas. The system of streets adjacent to the annexation is established to provide access to each parcel in the annexation. Streetlights provide a safer street environment for owners of the parcels served. If the parcels were not subdivided to provide individual parcels to owners within the annexation, there would be no need for a system of streets with safety lighting. The City has determined that streetlights are also an integral part of the quality of life within the City. This quality of life is a special benefit to some degree to all parcels, except some government owned parcels, such as easements and flood channel parcels. R:\santa clarita\Admin 08-09\annexations\SMD L87\reports\SMD L-87 annex 27augWdoc v City of Santa Clarita Annexation No. L-87 August 27, 2008 Streetlight Maintenance District No.1 Page 6 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 proposed annexation, there are incidental general benefits conferred by the improvements. It is estimated that the general benefit portion of the benefit received from the improvements for any annexation is less than one (1) percent of the total benefit. Nonetheless, the City has agreed to ensure that. no property is assessed in excess of the reasonable cost of the proportional special benefit conferred on that property. 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. APPORTIONMENT For Fiscal Year 2008-09, the parcels originally included in Streetlight Maintenance District No. 1 will continue with the rate schedule as used by Los Angeles County at the time of the transfer of jurisdiction in 1998. Parcels annexed into the District after 1998 are assessed at a higher rate as approved by the City Council. The Landscape and Lighting Act of 1972 indicates that lighting assessments may be apportioned by any formula or method which fairly distributes costs among all lots or parcels within the District in proportion to the estimated benefits received. The primary benefits of streetlighting are for the convenience, safety, and protection of people and to a lesser extent the security or protection of property, property improvements, and goods. The intensity or degree of illumination provided can have a bearing on both. The proposed maximum assessment rate for Fiscal Year 2008-09 is $56.20 per unit. This 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). The following information can be used to determine the unit 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 I partments. 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. Usanta clarita\Admin 08-09\annexations\SMD L87\repor1s\SMD L-87 annex 27augWdoc City of Santa Clarita Annexation No. L-87 Streetlight Maintenance District No.1 August 27, 2008 Page 7 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 People Use Security Intensity Total EDU's SFR and Condos 0.50 0.25 0.25 1.00 per parcel APT2 Apartments (2-4 units) 1/2 x units 0.25 x units 0.25 2 1.00 0.50 0.25 1.75 per parcel 3 1.50 0.75 0.25 2.50 per Darcel 4 2.00 1.00 0.25 3.25 per parcel APT5 Apartments (5-20 units) 1/2 x units 1.00 0.25 5 2.50 1.00 0.25 3.75 per parcel 20 10.00 1.00 0.25 11.25 per parcel APT21 Apartments (21-50 units) 50 1/3 x (units - 20) + 20 -unit apartment EDU's 10.00 11.25 21.25 per parcel APT51 Apartments (51-100 units) 100 1/4 x (units - 50) + 50 -unit apartment EDU's 1250 21.25 33 75 per parcel APT101 Apartments (100+ units) 175 1/5 x (units -100) + 100 -unit apartment EDU's 15.00 33.75 48.75 per parcel The non-residential lots or parcels are separated into 38 land use categories as determined by the County Assessor. Equivalent Dwelling Units (EDU's) are assigned on the basis of average benefits for different groups of land uses, Groups A - K. Properties within the 10 land use categories in Group K varied widely from the norm and therefore these lots or parcels were considered on an individual basis. Each of the parcels or lots in these land use categories was identified on the official lighting district maps and each streetlight or portion thereof in the immediate proximity of the lots or parcels benefiting the lots or parcels was assigned a number of units as identified below. The total.number of EDU's so determined for that category would be distributed among the lots or parcels in that category in proportion to the lot or parcel area as shown in the table below. A minimum of 3 EDU's would be assessed to each lot or parcel to be compatible with group D which contains many of the smaller business categories. Several large lots or parcels in outlying areas within the existing lighting district have no lights in the immediate proximity and therefore those lots or parcels would be assessed the minimum amount. Since benefits have been related to property use and property users, no charge would be assessed on vacant lots or parcels within the district. Table 2 summarizes the Non -Residential EDU calculation: R:\santa clarita\Admin 08-09\annexations\SMD L87\reports\SMD L-87 annex 27aug08.doc City of Santa Clarita Annexation No. L-87 August 27, 2008 Streetlight Maintenance District No.1 Page 8 Table 2 - Non -Residential EDU Calculations People Use Security Intensity Total EDU's SitesIrrigated Farms, Dry Farms. Cemeteries, Dump Group A1 EDU minimum charge 1.00 per parcel Sites Animal Kennels, Nurseries and greenhouses, Group B Industrial parking lots, Churches, Private Schools, 1.00 0.50 0.50 2.00 per parcel Petroleum and Gas, Utility Group C Commercial Parking Lots 1.00 0.50 100 2.50 per parcel Office & Professional building, Bank, Savings & Group D Loan, Service Shop, Lumber Yard, Golf Course, 1.00 1.00 1.00 3.00 per parcel Race track/stable, Camp, Home for the Aged Group E Store, Store w/ office or residence, Service Station, 2,00 1.00 1.00 4.00 per parcel Club & Lodge Hall Group F Rooming House (same as 6 unit apartment) 1.00 3.00 0.25 425 per parcel Group G Restaurant, Theater 300 1.00 100 500 per parcel Group H Light Manufacturing, Food Processing Plant, 2,00 2.00 1.00 5.00 per parcel Warehousing Group I Auto, Recreational Equipment Sales & Service 2.00 200 2.00 6.00 per parcel Group J Market, Bowling Alley, Skating Rink, Department 4.00 2.00 2.00 8.00 per parcel Store, Hotel/Motel, Mobile Home Park , Group K All parcels in Group K are assessed a minimum of 3 EDU's Group K-1 3.00 1.00 1.25 5.25 Open Storage - 0.014973 per 100sf Mineral Processing 0005615 per 100sf Group K-2 4.00 1.00 1.25 6.25 Private College/University 0001736 per 100sf Wholesale and manufactunnq outlets 0059858 per 100sf Athletic and Amusement Facilities 0 027431 per 100sf Heavy Manufacturing 0 006382 per 100sf Hospitals 0 012886 per 100sf Group K-3 4.00 1.00 1.50 6.50 Motion Picture, Radio, TV 0.010938 per 100sf Neighborhood Shopping Centers 0 014449 per 100sf Regional Shopping Centers 0 021812 per 100sf Vacant 000 0.00 0.00 0.00 per parcel R:\santa clarita\Admm 08-09\annexations\SMD L87\reports\SMD L-87 annex 27aug08.doc City of Santa Clarita Annexation No. L-87 August 27, 2008 Streetlight Maintenance District No.1 Page 9 VII. CERTIFICATIONS The undersigned respectfully submits the enclosed report as directed by the City Council. DATED: August 27, 2008 BY: Joan E. Cox R.C.E. No. 41965 PRELIMINARY APPROVAL Preliminary approval by the City Council of the City of Santa Clarita on the _ day of , 2008. Sharon L. Dawson, City Clerk City of Santa Clarita FINAL APPROVAL Final approval by the City Council of the City of Santa Clarita on the _ day of 32008. Sharon L. Dawson, City Clerk City of Santa Clarita I, , as City Clerk, do hereby certify that the foregoing assessments, together with the boundary maps attached thereto, were filed in my office on the day of , 2008. Sharon L. Dawson, City Clerk City of Santa Clarita as City Clerk, do hereby certify that the foregoing assessments, together with the boundary maps attached thereto, were approved and confirmed by the City Council of the City of Santa Clarita on the day of , 2008. Sharon L. Dawson, City Clerk City of Santa Clarita R:\santa clarita\Admin 08-09\annexations\SMD L87\reports\SMD L-87 annex 27aug08.doc City of Santa Clarita ' Annexation No. L-87 August 27, 2008 Streetlight Maintenance District No.1 Page A-1 "APPENDIX A" ASSESSMENT DIAGRAM R \santa clanta\Admm 08-09\annexations\SMD L87\reports\SMD L-87 annex 27aug08 doe City of Santa Clarita Annexation No. L-87 Streetlight Maintenance District No.1 August 27, 2008 Paoe A-2 R:\santa clarita\Admin 08-09\annexations\SMD LS7\reports\SMD L-87 annex 27aug08.doc City of Santa Clarita Annexation No. L-87 August 27, 2008 Streetlight Maintenance District No.1 Page B-1 "APPENDIX B" ASSESSMENT ROLL Fiscal Year 2008/09 Assessment Roll Assessor's Parcel Number Parcel Type Assessment Group FY 08/09 Max. Rate EDU Count FY 2008/09 Maximum Assessment FY 2008/09 Actual Assessment 2855-015-022 SFR 2 SFR $56.20 2.00 $112.40 $0.00 2830-033-002 MFR(4) APT2 $56.20 3.25 $182.65 $98.35 2844-016-009 COM GRP -G $56.20 5.00 $281.00 $0.00 2844-016-012 COM GRP -G $56.20 5.00 $281.00 $0.00 2833-010-021 SFR SFR $56.20 1.00 $56.20 $0.00 2812-019-030 SFR SFR $56.20 1.00 $56.20 $56.20 2803-030-049 COM GRP -K3 $56.20 14.48 $813.55 $813.55 2825-015-803 COM GRP -B $56.20 2.00 $112.40 $112.40 2830-006-052 COM GRP -1 $56.20 6.00 $337.20 $337.20 2830-022-802 COM GRP -B $56.20 2.00 $112.40 $112.40 2830-033-017 COM GRP -C $56.20 2.50 $140.50 $140.50 2851-014-002 COM GRP -E $56.20 4.00 $224.80 $224.80 2851-014-003 COM GRP -D $56.20 3.00 $168.60 $168.60 2851-014-800 COM GRP -B $56.20 2.00 $112.40 $112.40 2855-021-006 COM GRP -E $56.20 4.00 $224.80 $224.80 2855-021-010 COM GRP -C $56.20 2.50 $140.50 $140.50 2855-022-013 COM GRP -B $56.20 2.00 $112.40 $112.40 61.73 $3,469.00 $2,654.10 Usanta clarita\Admin 08-09\annexations\SMD L87\reports\SMD L-87 annex 27aug08.doc