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HomeMy WebLinkAbout2009-04-28 - AGENDA REPORTS - ANNEX SMD NO 1 (2)Agenda Item: /0 CITY OF SANTA CLARITA AGENDA REPORT CONSENT CALENDAR City Manager Approval: Item to be presented by: Dennis Luppens DATE: April 28, 2009 SUBJECT: ANNEXATION OF PARCELS INTO STREETLIGHT MAINTENANCE DISTRICT NO. 1 (ANNEXATION L-88) DEPARTMENT: Administrative Services RECOMMENDED ACTION City Council: 1. Adopt resolution to initiate annexation proceedings for 101 parcels into Streetlight Maintenance District (SMD) No. 1. 2. Approve the Engineer's Report, and call for and set the Public Hearing for June 23, 2009 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 15,349, 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 June 23, 2009. 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 Adopted: ziso.M-a.l 1 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-88 Annexation Proceedings SMD L-88 Assessor Parcel Numbers SMD L-88 Boundary Map SMD L-88 Engineer's Report available in the City Clerk's Reading File M RESOLUTION NO. 09- 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-88 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 annexation; 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 annexation; 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 "1972 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 annexation. 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-88. 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 Annexation. 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 Annexation. An Assessment Diagram for the Annexation (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 boundary lines the extent of the Annexation, is hereby declared to describe the proposed boundaries of the Annexation and shall govern for all details as to the extent and location of said Annexation. SECTION 4. Report of Assessment Engineer. 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 Annexation and the proposed assessments upon assessable lots and parcels of land within the Annexation. 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 June 23, 2009, at 6:00 pm. 2 51 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 Annexation 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: City of Santa Clarita Office of the City Clerk 23920 Valencia Boulevard, Suite 304 Santa Clarita, CA 91355-2196 After 6:00 p.m. on June 23, 2009, 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 the Public Hearing is closed. An assessment ballot delivered by mail, with a postmark prior to the date and time of the Public Hearing, but 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 annexation 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 Annexation 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. SECTION 8. Proceeding Inquiries. The following staff person is designated to 3 s respond to all inquiries for any and all information relating to the proposed Annexation 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 12009. MAYOR ATTEST: CITY CLERK 6 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 , 2009, by the following vote: AYES: COUNCILMEMBERS: NOES: COUNCILMEMBERS: ABSENT: COUNCILMEMBERS: CITY CLERK STATE OF CALIFORNIA ) COUNTY OF LOS ANGELES ) ss. CITY OF SANTA CLARITA ) CERTIFICATION OF CITY COUNCIL RESOLUTION I, Sharon L. Dawson, City Clerk of the City of Santa Clarita, do hereby certify that this is a true and correct copy of the original Resolution 09- adopted by the City Council of the City of Santa Clarita, California on , 2009, which is now on file in my office. Witness my hand and seal of the City of Santa Clarita, California, this. day of 2009. Sharon L. Dawson, MMC City Clerk By Susan Caputo, CMC Deputy City Clerk 6 g City of Santa Clarita Streetlight Maintenance District No. 1 Annexation L-88 ASSESSOR PARCEL NUMBERS 1 2812-013-030 52 2836-059-018 2 2830-014-026 53 2836-059-021 3 2861-073-007 54 2836-059-022 4 2861-073-008 55 2836-059-023 5 2830-001-015 56 2836-059-024 6 2830-001-026 57 2836-059-025 7 2830-001-027 58 2836-059-026 8 2830-001-029 59 2836-059-027 9 2830-001-036 60 2836-059-028 10 2830-001-038 61 2836-059-029 11 2830-001-051 62 2836-059-030 12 2830-001-214 63 2836-059-031 13 2830-003-054 64 2836-059-032 14 2830-003-058 65 2836-059-033 15 2830-006-030 66 2836-059-034 16 2830-006-037 67 2836-059-035 17 2830-006-039 68 2836-059-036 18 2830-006-040 69 2836-059-037 19 2830-006-052 70 2836-059-038 20 2830-014-005 71 2836-059-039 21 2830-014-010 72 2836-059-040 22 2830-014-022 73 2836-059-041 23 2830-014-027 74 2836-059-042 24 2830-015-058 75 2836-059-043 25 2830-016-011 76 2836-059-044 26 2830-033-012 77 2836-059-045 27 2830-033-016 78 .2836-059-046 28 2830-033-017 79 2836-059-047 29 2830-033-020 80 2836-059-048 30 2830-033-021 81 2836-059-049 31 2830-033-086 82 2836-059-050 32 2830-033-.087 83 2836-059-051 33 2830-033-089 84 2836-059-052 34 2831-008-059 85 2836-059-053 35 2836-059-001 86 2836-059-054 36 2836-059-002 87 2836-059-055 37 2836-059-003 88 2836-059-057 38 2836-059-004 89 2836-059-058 39 2836-059-005 90 2851-014-002 40 2836-059-006 91 2851-014-003 41 2836-059-007 92 2851-014-005 42 2836-059-008 93 2851-014-007 43 2836-059-009 94 2851-014-008 44 2836-059-010 95 2851-014-012 45 2836-059-011 96 2851-014-800 46 2836-059-012 97 2855-021-006 47 2836-059-013 98 2855-021-010 48 2836-059-014 99 2855-022-002 49 2836-059-015 100 2855-022-013 50 2836-059-016 101 2855-022-016 51 2836-059-017 �r � s' •r, s;a r i � #rte•+ ° �i�i 1 I � ��. r= � � i r a a } r u u'uw n 00 00 LLI LAJiil a n"^mp uj ui tot „•� �'' ��� �•,��, nNS`3 $ �aif,'• �.mfaw � z�a9rfa 'V �� Q+�� r a � '••`t fi'`'r •,'? vA � 4 � �. � .i �Kf �. s i':'�.3i4���� Qa" :`le t '�sqe' � z «y g2 € �'r .�"`�.4s;,o..'tt�,..r.•.xm�t ! r rg°" ®I n ��44"•gg ra.'° .e � :- aes i.�ilif' H///, r � �• �ar7%?;:# a� mx f:;� �$,��,.'?g�:.l„SG7,i� .,�� :sem � Y j4 ;.-' £ ' , c��9f � y' � ^r• iAi' a �ii Nii o' , ! w 1y.' nr ' Qil `• gg 1 SEGO CANYON RO M C C O' X S� m Ea (A m c a o IA ai f0 Qi m civ$ na of ;'p 8aa�aem,- 3 m m vza�v�a' 4 rhJNbyNO?`.. ,Cs X11 `y �pg • DRAFT Engineer's Report For City of Santa Clarita Streetlight Maintenance District No. 1 Annexation No. L-88 Fiscal Year 2009-10 Submitted To: City of Santa Clarita California April 21, 2009 City of Santa Clarita Annexation No. L•88 April 21, 2009 Streetlight Maintenance District No.1 Draft FINAL ENGINEER'S REPORT CITY OF SANTA CLARITA ANNEXATION NO. L-88 STREETLIGHT MAINTENANCE DISTRICT NO. 1 TABLE OF CONTENTS I. Introduction ........................................ II. Plans and Specifications .................... III. Estimated Costs of the Improvements IV. Assessment Diagram .......................... V Acce.ccmP.nt VI. Method of Assessment .......................................... VII. Certifications......................................................... Appendices A Assessment Diagram B Assessment Roll Page 2 3 4 4 4 9 City of Santa Clarita Annexation No. L-88 April 21, 2009 Streetlight Maintenance District No.1 Draft Page 1 FINAL ENGINEER'S REPORT CITY OF SANTA CLARITA ANNEXATION NO. L-88 INTO STREETLIGHT MAINTENANCE DISTRICT NO. 1 t 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-88, 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-88 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\annexations - SMD\SMD L88 2009\report\SMD L-88 annex draft rpt 21 Apr09.doc City of Santa Clarita Annexation No. L-88 April 21, 2009 Streetlight Maintenance District No. 1 Draft 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-88 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: Lyons Avenue east of Interstate 5 and west of Newhall Avenue; Franwood Drive; McBean Pkwy north of Orchard Village Rd, Placerita Canyon Rd between Cast and Desert Avenues, Placeritos Blvd between Meadview Avenue and Pepperidge Drive, Sheldon Avenue, Candice Court and Adriana Place. PLANS AND SPECIFICATIONS Streetlight Maintenance District No. 1 ("SMD No. I") 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 14,739 streetlights currently owned and maintained by Edison and all of the approximate 732 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: RAsanta clarita\annexations - SMD\SMD L88 2009\report\SMD L-88 annex draft rpt 21 Apr09.doc City of Santa Clarita Annexation No. L-88 April 21, 2009 Streetlight Maintenance District No. 1 Draft 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-88 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- 88, 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. 2009-10 FISCAL YEAR BUDGET ESTIMATE ASSESSMENT LOTS OR PARCELS: 101 TYPE OF LAND USE: Residential and Commercial Reference is made to the assessment roll included herein as Appendix `B" for individual parcel assessments. IV. ASSESSMENT DIAGRAM The boundary map/diagram is included herein as "Appendix A". RAsanta clarita\annexations - SMD\SMD L88 2009\report\SMD L-88 annex draft rpt 21 Apr09.doc MAXIMUM FY 09-10 ACTUAL BUDGET ITEM ASSESSMENT FY 09-10 Total Funds Required $23,896.52 $23,840.32 Available Carryover $0.00 $0.00 Other Revenue $0.00 $0.00 To be Raised by Parcel Assessment $23,896:52 $23,840.32 Reference is made to the assessment roll included herein as Appendix `B" for individual parcel assessments. IV. ASSESSMENT DIAGRAM The boundary map/diagram is included herein as "Appendix A". RAsanta clarita\annexations - SMD\SMD L88 2009\report\SMD L-88 annex draft rpt 21 Apr09.doc City of Santa Clarita Annexation No. L-88 April 21, 2009 Streetlight Maintenance District No. 1 Draft Page 4 V. ASSESSMENT 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-88 for Fiscal Year 2009/2010, shows the Fiscal Year 2009/2010 maximum assessment upon each lot or parcel within the annexation and the Fiscal Year 2009/2010 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 2009/2010, the amount of the maximum assessments for Annexation No. L-88 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 i XM-R1111WED 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 proportionate special benefit derived by each identified parcel, the proximity of the parcel to the public improvements detailed in Part A above, and the capital, maintenance and operating costs of said public improvements, was considered and analyzed. Due to the close proximity of the parcels to the improvements detailed in Part A above, it has been demonstrated and determined the parcels are uniquely benefited by, and receive a direct advantage from, and are conferred a particular and distinct special benefit over and above general benefits by, said public improvements. 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 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. RAsanta clarita\annexations - SMD\SMD L88 2009\report\SMD L-88 annex draft rpt 21 Apr09.doc City of Santa Clarita Annexation No. L-88 April 21, 2009 Streetlight Maintenance District No.1 Draft Page 5 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. I and the proposed Annexation No. L-88 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 to 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. 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 Usanta clarita\annexations - SMD\SMD L88 2009\report\SMD L-88 annex draft rpt 21 Apr09.doc City of Santa Clarita Annexation No. L-88 April 21, 2009 Streetlight Maintenance District No.1 Draft Page 6 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 2009-10, the parcels originally included in Streetlight Maintenance District No. I 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 2009-10 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 apartments. In view of this and the benefits derived by the family unit, both at and in the proximity of their property, a value of 1 has been assigned to the basic family unit or Equivalent Dwelling Unit (EDU), i.e. the single-family home or condominium. The existing district includes some properties that may not actually have streetlights in their block but which do receive a neighborhood benefit from the lights in the area. These properties were also included in the District. Therefore a value of 1/2 was given to "People Use" while "Intensity" and "Security Benefit" were each rated at 1/4 to form the basic unit. Parcels in other land use categories were then rated by comparison with the basic EDU. In the remainder of the residential category, which is comprised of multiple rental type properties, the value for Intensity would remain at 1/4, but the other two items would increase in proportion to the number of family dwelling units on the parcel. For example, a duplex was assigned 1/4 for Intensity, 1 for People Use and 1/2 for Security Benefit for a total of 1-3/4 EDU's. The owner of such property would therefore pay 1-3/4 times as much for lighting as the owner of a single-family unit. In consideration of the distance some units would be from the lighted roadway, Security Benefits in the residential category would not be increased beyond a value of 1. Thus, a 5 -unit apartment would be assigned 1/4 for Intensity, 2-1/2 for People Use and I 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. Rlsanta clarita\annexations - SMD\SMD L88 2009\report\SMD L-88 annex draft rpt 21 Apr09.doc City of Santa Clarita Annexation No. L-88 April 21, 2009 Streetlight Maintenance District No.1 Draft Page 7 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 parcel 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) 1/3 x (units - 20) + 20 -unit apartment EDU's 50 10.00 11.25 21.25 per parcel APT51 Apartments (51-100 units) 1/4 x (units - 50) + 50 -unit apartment EDU's 100 12.50 21.25 33.75 per parcel APT101 Apartments (100+ units) 1/5 x (units -100) + 100 -unit apartment EDU's 175 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: Usanta clanta\annexations - SMD\SMD L88 2009\report\SMD L-88 annex draft rpt 21 Apr09.doc City of Santa Clarita Annexation No. L-88 April 21, 2009 Streetlight Maintenance District No.1 Draft Page 8 Table 2 - Non -Residential EDU Calculations People Use Security Intensity Total EDU's per Group A Irrigated Farms, Dry Farms, Cemeteries, Dump 1 EDU minimum charge 1.00 parcel Sites 9 P 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 1.00 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, Club & Lodge Hall 2.00 1.00 1.00 4.00 per parcel Group F Rooming House (same as 6 unit apartment) 1.00 3.00 0.25 4.25 per parcel Group G Restaurant, Theater 3.00 1.00 1.00 5.00 per parcel GroupH Light Manufacturing, Food Processing Plant, Warehousing 2.00 2.00 1.00 5.00 parcel per p Group I Auto, Recreational Equipment Sales & Service 2.00 2.00 2.00 6.00 per parcel Group J Markel, Bowling Alley, Skating Rink, Department Store, Hotel/Motel, Mobile Home Park 4.00 2.00 2.00 of 8.00 parcel P Group K Group K-1 All parcels in Group K are assessed a minimum of 3 EDU's 3.00 1.00 1.25 5.25 Open Storage 0.014973 per 100sf Mineral Processing 0.005615 per 100sf Group K-2 4.00 1.00 1.25 6.25 Private College/University 0.001736 per 100sf Wholesale and manufacturing outlets 0.059858 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, T.V. 0.010938 per 100sf Neighborhood Shopping Centers 0.014449 per 100sf Regional Shopping Centers _ 0.021812 per 100sf Vacant 0.00 0.00 0.00 0.00 per parcel R:\santa clarita\annexations - SMD\SMD L88 2009\report\SMD L-88 annex draft rpt 2l Apr09.doc City of Santa Clarita Annexation No. L-88 Streetlight Maintenance District No. 1 Draft VII. CERTIFICATIONS The undersigned respectfully submits the enclosed report as directed by the City Council. DATED: April 21, 2009 BY: Joan E. Cox R.C.E. No. 41965 PRELIMINARY APPROVAL April 21, 2009 Page 9 Preliminary approval by the City Council of the City of Santa Clarita on the _ day of , 2009. 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 )2009. 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 filed in my office on the day of , 2009. 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 approved and confirmed by the City Council of the City of Santa Clarita on the day of , 2009. Sharon L. Dawson, City Clerk City of Santa Clarita Usanta claritMannexations - SMD\SMD L88 2009\report\SMD L-88 annex draft rpt 21 Apr09.doc City of Santa Clarita Annexation No. L-88 April 21, 2009 Streetlight Maintenance District No. 1 Draft Page A-1 "APPENDIX A" ASSESSMENT DIAGRAM Usanta clarita\annexations - SMD\SMD L88 2009\report\SMD L-88 annex draft rpt 21 AprMdoc City of Santa Clarita Annexation No. L-88 April 21, 2009 Streetlight Maintenance District No.1 Draft Page B-1 "APPENDIX B" ASSESSMENT ROLL Max Asmt Actual Asmt APN Landuse DU Lot Sq Ft Acres EDU FY 09-10 FY 09-10 2812-013-030 SFR 2 - 0.62 2.000 $112.40 $56.20 2830-014-026 GRP -K3 - 119,921 2.75 17.327 $973.78 $973.78 2861-073-007 GRP -K2 - 928,125 21.31 119.598 $6,721.41 $6,721.41 2861-073-008 GRP -K2 - 394,955 9.07 50.894 $2,860.24 $2,860.24 2830-001-015 GRP -G - - 0.33 5.000 $281.00 $281.00 2830-001-026 GRP -C - - 0.14 2.500 $140.50 $140.50 2830-001-027 GRP -D - - 0.80 3.000 $168.60 $168.60 2830-001-029 GRP -G - - 0.23 5.000 $281.00 $281.00 2830-001-036 GRP -J - - 0.44 8.000 $449.60 $449.60 2830-001-038 GRP -C - - 1.40 2.500 $140.50 $140.50 2830-001-051 GRP -J - - 1.55 8.000 $449.60 $449.60 2830-001-214 GRP -I - - 4.26 6.000 $337.20 $337.20 2830-003-054 GRP -K3 - 117,176 2.69 16.931 $951.52 $951.52 2830-003-058 GRP -E - - 0.38 4.000 $224.80 $224.80 2830-006-030 GRP -E - - 0.40 4.000 $224.80 $224.80 2830-006-037 GRP -D - - 0.28 3.000 $168.60 $168.60 2830-006-039 GRP -G - - 0.63 5.000 $281.00 $281.00 2830-006-040 GRP -E - - 0.24 4.000 $224.80 $224.80 2830-006-052 GRP -1 - - 0.95 6.000 $337.20 $337.20 2830-014-005 GRP -E - - 0.66 4.000 $224.80 $224.80 2830-014-010 GRP -G - - 0.59 5.000 $281.00 $281.00 2830-014-022 GRP -E - - 0.39 4.000 $224.80 $224.80 2830-014-027 GRP -D - - 1.49 3.000 $168.60 $168.60 2830-015-058 GRP -K3 - 79,279 1.82 11.455 $643.77 $643.77 2830-016-011 GRP -D - - 1.14 3.000 $168.60 $168.60 2830-033-012 GRP -I - - 0.50 6.000 $337.20 $337.20 2830-033-016 GRP -E - - 2.67 4.000 $224.80 $224.80 2830-033-017 GRP -13 - - 0.15 2.000 $112.40 $112.40 2830-033-020 GRP -D - - 0.66 3.000 $168.60 $168.60 2830-033-021 GRP -G - - 0.26 5.000 $281.00 $281.00 2830-033-086 GRP -D - - 0.10 3.000 $168.60 $168.60 2830-033-087 GRP -D - - 0.10 3.000 $168.60 $168.60 2830-033-089 GRP -C - - 1.12 2.500 $140.50 $140.50 2831-008-059 GRP -D - - 0.32 3.000 $168.60 $168.60 2836-059-001 SFR 1 - 0.22 1.000 $56.20 $56.20 2836-059-002 SFR 1 - 0.19 1.000 $56.20 $56.20 2836-059-003 SFR 1 - 0.18 1.000 $56.20 $56.20 2836-059-004 SFR 1 - 0.17 1.000 $56.20 $56.20 2836-059-005 SFR 1 - 0.16 1.000 $56.20 $56.20 2836-059-006 SFR 1 - 0.16 1.000 $56.20 $56.20 2836-059-007 SFR 1 - 0.18 1.000 $56.20 $56.20 2836-059-008 SFR 1 - 0.18 1.000 $56.20 $56.20 2836-059-009 SFR 1 - 0.19 1.000 $56.20 $56.20 RAsanta clarity\annexations - SMD\SMD L88 2009\report\SMD L-88 annex draft rpt 21 Apr09.doc City of Santa Clarita Annexation No. L-88 April 21, 2009 Streetlight Maintenance District No. 1 Draft Page B-2 Max Asmt Actual Asmt APN Landuse DU Lot Scl Ft Acres EDU ' FY 09-10 FY 09-10 2836-059-010 SFR 1 - 0.17 1.000 $56.20 $56.20 2836-059-011 SFR 1 - 0.20 1.000 $56.20 $56.20 2836-059-012 SFR 1 - 0.21 1.000 $56.20 $56.20 2836-059-013 SFR 1 - 0.21 1.000 $56.20 $56.20 2836-059-014 SFR 1 - 0.19 1.000 $56.20 $56.20 2836-059-015 SFR 1 - 0.19 1.000 $56.20 $56.20 2836-059-016 SFR 1 - 0.17 1.000 $56.20 $56.20 2836-059-017 SFR 1 - 0.16 1.000 $56.20 $56.20 2836-059-018 SFR 1 - 0.19 1.000 $56.20 $56.20 2836-059-021 SFR 1 - 0.21 1.000 $56.20 $56.20 2836-059-022 SFR 1 - 0.19 1.000 $56.20 $56.20 2836-059-023 SFR 1 - 0.21 1.000 $56.20 $56.20 2836-059-024 SFR 1 - 0.18 1.000 $56.20 $56.20 2836-059-025 SFR 1 - 0.15 1.000 $56.20 $56.20 2836-059-026 SFR 1 - 0.15 1.000 $56.20 $56.20 2836-059-027 SFR 1 - 0.15 1.000 $56.20 $56.20 2836-059-028 SFR 1 - 0.16 1.000 $56.20 $56.20 2836-059-029 SFR 1 - 0.14 1.000 $56.20 $56.20 2836-059-030 SFR 1 - 0.18 1.000 $56.20 $56.20 2836-059-031 SFR 1 - 0.21 1.000 $56.20 $56.20. 2836-059-032 SFR 1 - 0.18 1.000 $56.20 $56.20_ 2836-059-033 SFR 1 - 0.15 1.000 $56.20 $56.20 2836-059-034 SFR 1 - 0.18 1.000 $56.20 $56.20 2836-059-035 SFR 1 - 0.17 1.000 $56.20 $56.20 2836-059-036 SFR 1 - 0.22 1.000 $56.20 $56.20 2836-059-037 SFR 1 - 0.27 1.000 $56.20 $56.20 2836-059-038 SFR 1 - 0.35 1.000 $56.20 $56.20 2836-059-039 SFR 1 - 0.15 1.000 $56.20 $56.20 2836.059-040 SFR 1 - 0.15 1.000 $56.20 $56.20 2836-059-041 SFR 1 - 0.15 1.000 $56.20 $56.20 2836-059-042 SFR 1 - 0.17 1.000 $56.20 $56.20 2836-059-043 SFR 1 - 0.15 1.000 $56.20 $56.20 2836-059-044 SFR 1 - 0.14 1.000 $56.20 $56.20 2836-059-045 SFR 1 - 0.14 1.000 $56.20 $56.20 2836-059-046 SFR 1 - 0.15 1.000 $56.20 $56.20. 2836-059-047 SFR 1 - 0.14 1.000 $56.20 $56.20 2836-059-048 SFR 1 - 0.24 1.000 $56.20 $56.20 2836-059-049 SFR 1 - 0.24 1.000 $56.20 $56.20 2836-059-050 SFR 1 - 0.25 1.000 $56.20 $56.20 2836-059-051 SFR 1 - 0.00 1.000 $56.20 $56.20 2836-059-052 SFR 1 - 0.20 1.000 $56.20 $56.20 2836-059-053 SFR 1 - 0.19 1.000 $56.20 $56.20 2836-059-054 SFR 1 - 0.17 1.000 $56.20 $56.20 2836-059-055 SFR 1 - 0.18 1.000 $56.20 $56.20 2836-059-057 SFR 1 - 0.22 1.000 $56.20 $56.20 2836-059-058 SFR 1 - 0.20 1.000 $56.20 $56.20 2851-014-002 GRP -E - - 0.99 4.000 $224.80 $224.80 2851-014-003 GRP -D - - 2.55 3.000 $168.60 $168.60 2851-014-005 GRP -D - - 1.36 3.000 $168.60 $168.60 2851-014-007 GRP -D - - 2.23 3.000 $168.60 $168.60 RAsanta clarita\annexations - SMD\SMD L88 2009\report\SMD L-88 annex draft rpt 21 Apr09.doc City of Santa Clarita Annexation No. L-88 April 21, 2009 Streetlight Maintenance District No.1 Draft Page B-3 Max Asmt Actual Asmt APN Landuse DU Lot Sq Ft Acres EDU FY 09-10 FY 09-10 2851-014-008 GRP -D - - 0.76 3.000 $168.60 $168.60 2851-014-012 GRP -D - - 0.32 3.000 $168.60 $168.60 2851-014-800 GRP -B - - 2.00 2.000 $112.40 $112.40 2855-021-006 GRP -E - - 0.38 4.000 $224.80 $224.80 2855-021-010 GRP -C - - 0.21 2.500 $140.50 $140.50 2855-022-002 GRP -D - - 0.40 3.000 $168.60 $168.60 2855-022-013 GRP -B - - 1.00 2.000 $112.40 $112.40 2855-022-016 GRP -D - - 0.84 3.000 $168.60 $168.60 $23,896.52 $23,840.32 RAsanta clarita\annexations - SMD\SMD L88 2009\report\SMD L-88 annex draft rpt 21 Apr09.doc Transportation Development Act (TDA) — Local Transportation Funds CLAIM FORM for Bike/Pedestrian Projects Submit a separate form for each project. If you have any questions about this claim form or would like an electronic copy of the form, please contact the Santa Cruz County Regional Transportation Commission at 460-3200. Proiect Information 1. Project Title: Bike to Work/School program 2. Implementing Agency: Ecology Action 3. Sponsoring Agency (if different) — must be a TDA Eligible Claimant: SCCRTC 4. TDA funding requested this claim: $39,004 5. Fiscal Year (FY) for which funds are claimed: FY 09/10 6. General purpose for which the claim is made, identified by the article and section of the Act which authorizes such claims (ex. Article 8 Bicycle project): Article 8 Bicycle project 7. Contact Person/Project Manager: Piet Canin Telephone Number: 426-5925 x 127 E-mail: pcanin(&ecoa� Secondary Contact (in event primary not available) : Virginia Johnson Telephone Number: 426-5925 x 115 E-mail: giohnson(t-,becoact.oi(gy 8. Project/Program Description/Scope (use additional pages, if needed, to provide details such as work elements/tasks): The Bike to Work/School program consists of the following main activities: 1) Fall Bike to Work/School Day; 2) Spring Bike to Work and School Day; 3) Spring Bike Week, which features up to 10 inclusive, fun and informative bicycle activities; 4) bike safety/skills education, bike commuter resource information, and bike commute planning assistance. 9. Number of people to be served/anticipated number of users of project/program: We anticipate over 10,000 people will participate directly in the program. 10. Project Location/Limits (attach a map and/or photos if available/applicable, include street names): The project includes the entire Santa Cruz County area including all the incorporated cities. 11. Justification for the project. (Why is this project needed? Primary goal/purpose of the project; problem to be addressed; project benefits; importance to the community) Bike to Work/School (BTW/S) fulfills the need to promote, encourage and support school students and adults to bike to school or work. The program provides incentives and tools for local commuters to bicycle for transportation therefore reducing their single -occupancy vehicle trips. BTW/S strives to normalize bicycling as a mode of transportation and lets participants experience how biking is possible for many different types of trips. BTW/S uses a variety of promotional, outreach and publicity methods to reach out to Santa Cruz County residents. BTW/S also offers numerous services to support commuters in switching to bicycle travel and to bike commute more often. The program's TDA Claim benefits include reducing traffic congestion, reducing air, water, and noise pollution, reducing greenhouse gases, as well as promoting a healthy means of travel that helps combat obesity. As Santa Cruz County grapples with worsening traffic congestion, growing childhood obesity rates, and concern for climate change, Bike to Work/School provides assistance in alleviating these problems. 12. Consistency and relationship with the Regional Transportation Plan (RTP) — please reference Project or Policy number: Project RTC #26 13. Measures of performance, success or completion to be used to evaluate project/program: To measure the project's success, Bike to Work tracks the following data using participant surveys: the number of program participants, the participant's bike commute mileage, the number of beginning and infrequent bike commuters, the number of first time participants, and the number of participants who usually drive alone to work. BTW also measures success by the amount of publicity generated through news articles, radio talk shows, TV newscasts, the number of newsprint ads, and the number of radio and TV PSA's aired. Success is also measured by the number of posters and brochures distributed, direct mailings sent out, website visits, and emails delivered. The number of community, business and school events staffed with informational booths is also tracked. 14. Impact(s) of project on other modes of travel, if any (ex. parking to be removed): The Bike to Work/School program helps reduce single -occupancy vehicle trips and parking demand while increasing the number of bus/bike combined trips. There might also be a slight increase in people walking to work or school, as a number of walkers participate in the Bike to Work/School Day activities. 15. Project Cost/Budget, including other funding sources, and Schedule: (complete "15a" or "I 5b') 15a. Capital Projects *Please describe what is included in "Other": 15b. Non- Capital Projects — Cost/Schedule: List any tasks and amount per task for which TDA will be used. Can be substituted with alternate budget format. SEE ATTACHED BUDGET Work Element/ Planning Environ- Design/ ROW Construction Other Contingency Total Element requested mental Engineering Source 4: Administration/ SCHEDULE Overhead Month/Yr Total Cost/Phase $TDA requested Source 2: Source 3: Source 4: *Please describe what is included in "Other": 15b. Non- Capital Projects — Cost/Schedule: List any tasks and amount per task for which TDA will be used. Can be substituted with alternate budget format. SEE ATTACHED BUDGET Work Element/ SCHEDULE Total Cost $TDA Activity/Task Month/Yrper Element requested $ Source 2: Source 3: Source 4: Administration/ Overhead Activity 1: Activity 2: Activity 3: Activity 4: Ex. Consultants Ex. Materials 16. Preferred Method and Schedule for TDA fund distribution, consistent with the RTC Rules and Regulations (a. 90% prior to completion/ 10% upon completion; or b. 100% after completion): Monthly invoicing for work performed. 17. Proposed schedule of regular progress reports including an evaluation of prior year's activities: Annual report as well as program activity narrative updates with monthly invoices. 18. TDA Eligibility: YES?/NO? A. Has the project/program been approved by the claimant's governing body? Attach resolution to RTC to claim. (If "NO," provide the approximate date approval is anticipated.) consider at their 4/2/09 meeting. B. Has this project previously received TDA funding? Yes C. For capital projects, have provisions been made by the claimant to maintain the project or facility, NA or has the claimant arranged for such maintenance by another agency for the next 20 years? (If an agency other than the Claimant is to maintain the facility provide its name: D. Has the project already been reviewed by the RTC Bicycle Committee and/or Elderly/Disabled To be Transportation Advisory Committee? (If "NO," project will be reviewed prior to RTC approval). reviewed by the RTC Bike Committee on 3/9/09. E. For "bikeways," does the project meet Caltrans minimum safety design criteria pursuant to NA Chapter 1000 of the California Highway:Design Manual? (Available on the intemet via: http://www.dot.ca.gov). Documentation to Include with Your Claim: All Claims • A letter of transmittal to SCCRTC addressed to the Executive Director that attests to the accuracy of the claim and all its accompanying documentation. TDA Claim Resolution from TDA eligible claimants indicating their roles and responsibilities; and, if applicable, commitment to maintain facilities as indicated in the submitted plans for a period of 20 years. RTC to consider on 4/3/08. Bike to Work, Community Traffic Safety Coalition/Ride `n Strike — PLEASE KEEP ANSWERS BRIEF 19. Improving Program Efficiency Describe any areas where special efforts have been made in the last fiscal year to reduce operating cost and/or increase ridership/program usage. Note any important trends. Bike to Work/School Day participation increased 5% during the 2008 calendar year from the previous year (we do not have complete program data for FY 08-09 since our spring Bike Week and Bike to Work/School Day has not occurred yet). This significant increase was due to increased outreach to local employers, a fall cash participation incentive, increased awareness of climate change, and the program's continued comprehensive promotional campaign. The Bike to Work program continues to reduce operating costs by recruiting an extensive pool of volunteers and in-kind staff and product donations from a wide variety of supporters. Local businesses, public agencies, and individuals provide a high level of skilled volunteer labor to assure the smooth running of the Bike to Work program. As we strive to increase the scope and results of the program, we are faced with the rising cost of living, product costs, and general increases in doing business. The Bike to Work program has built on its 22 years of success to generate more non -TDA cash donations from local businesses, individuals and public agencies. Last year the program raised over $20,000 in cash donations to match the TDA funds. These cash donations are from non -transportation funding sources. Goals for next fiscal year (ex. identify opportunities to maximize economies of scale). Describe any areas where special efforts will be made to improve efficiency and increase program usage/ridership: Bike to Work will continue to build on mutually beneficial collaborations to improve efficiency and increase bike ridership. Such collaborations include working with Monterey and San Benito County Bike Week programs to pool resources and take advantage of economies of scale on promotional items such as posters, brochures, stickers, and T-shirts. We will increase efficiency by dividing tasks to get more accomplished with less staff time. We will also increase our alliances with employers to increase bike commuter ridership .by providing more incentives for employees. We will stress the importance of bike ridership in reducing greenhouse gases to gain more support and cooperation from employers looking to be green and project a green image. 20. What is different from last year's program/claim? This year's program will focus even more on providing commuters with the resources to facilitate an increase of bike commuter trips. As more people are looking for ways to reduce costs we will stress the significant cost saving benefits of biking. Our effort will focus on the year-round importance of biking as a way to reduce carbon emissions as greenhouse gas reducing measures become more prevalent. IRlcserv/ Ishare&GRANTSI TDA ITDACIaimForm07b2wCTSC. doe