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HomeMy WebLinkAbout2009-06-09 - AGENDA REPORTS - ANNUAL LEVY ASMT FOR SD (2)Agenda Item: CITY OF SANTA CLARITA AGENDA REPORT PUBLIC HEARING City Manager Approval: Item to be presented by: Dennis Luppens DATE: June 9, 2009 SUBJECT: ANNUAL LEVY OF ASSESSMENTS FOR SPECIAL DISTRICTS DEPARTMENT: Administrative Services RECOMMENDED ACTION City Council conduct a public hearing, and adopt the resolutions approving the Engineer's Reports for the FY 2009-2010 annual levy of assessments for the continuation of maintenance for the following special districts: Drainage Benefit Assessment Areas Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2; Landscape Maintenance Districts Nos. 1, T1, and A2; Streetlight Maintenance District No. 1; and Golden Valley Ranch Open Space Maintenance District. BACKGROUND As an annual required procedure, staff presents for Council's consideration the Final Engineer's Reports for the districts identified below and requests approval to provide the Los Angeles County Assessor necessary data for the assessments to appear on the FY 2009-2010 Property Tax Rolls. 1. Drainage Benefit Assessment Areas (DBAA) Nos. 3, 6, 18, 19, 20, 22, 2008-1, and 2008-2 2. Landscape Maintenance Assessment Districts (LMD) Nos. 1, T-1, and A-2 3. Streetlight Maintenance District (SMD) No. 1 4. Golden Valley Ranch Open Space Maintenance District (GVROSMD) The reports and prescribed actions are pursuant to the Landscaping and Lighting Act of 1972 (commencing with Section 22500 of the California Streets and Highways Code) and the Benefit Assessment Act of 1982 (commencing with Section 54703 of the California Government Code). The Council may increase assessment rates equal to the approved maximum assessment rate. Where base rates include a cost increase factor like the Consumer Price Index (CPI), rates may increase by CPI. This year, the CPI increase between February 2008 and February 2009 is zero. A brief description of the special districts follows. oq -q3 og- ¢ Regie. oq--LfL/ �¢� e U. 0 q -(S U.yt Drainage Benefit Assessment Areas (DBAA) There are eight separate DBAAs administrated by the City created pursuant to the Benefit Assessment Act of 1982. Each has the primary purpose of preventing groundwater from rising to a point where property damage could occur, and/or channeling surface and sub -surface water to drainage areas. Combined, the DBAAs are equipped with 4 pump stations, 5 flow meters, 22 hydraugers, 38 observation wells, and various surfaces and sub -drainage systems. Landscape Maintenance Assessment Districts (LMD) The Landscape Maintenance Districts (LMD) are comprised of 3 districts, and within these districts are 35 zones created pursuant to the Landscaping and Lighting Act of 1972. The LMD maintains approximately 700 acres of landscape areas, including street medians, parkways, side panels, monuments, 3 parks, 20 miles of paseos, and 30,000 trees. Streetlight Maintenance District No. 1 (SMD) The Streetlight Maintenance District (SMD) was created pursuant to the Landscaping and Lighting Act of 1972. Funded by the SMD are the operation and maintenance of approximately 15,350 streetlights located throughout the City. Golden Valley Ranch Open Space Maintenance District (GVROSMD) As a condition of developmental approval, open space within the Golden Valley Ranch development was set aside, and the Golden Valley Ranch Open Space Maintenance District (GVROSMD) was created. The district is comprised of 900 plus acres of natural, undeveloped land, administered by the City through contracts for park ranger services. ALTERNATIVE ACTIONS Other direction as determined by City Council. FISCAL IMPACT Funds for these reports are appropriated in the FY 2008-2009 Special Districts budgets. ATTACHMENTS Resolution - Drainage Benefit Assessment Areas Nos. 3, 6, 18, 19, 20, 22, 2008-1, and 2008-2 Resolution - Landscape Maintenance Districts Nos. 1, T-1, and A-2 Resolution - Streetlight Maintenance District No. 1 Resolution - Golden Valley Ranch Open Space Maintenance District Drainage Benefit Assessment Areas Nos. 3, 6, 18, 19, 20, 22, 2008-1, and 2008-2 available in the City Clerk's Reading File Landscape Maintenance Districts Nos. 1, T-1, and A-2 available in the City Clerk's Reading File Streetlight Maintenance District No. 1 available in the City Clerk's Reading File Golden Valley Ranch Open Space Maintenance District available in the City Clerk's Reading File PEA CITY OF SANTA CLARITA NOTICE OF PUBLIC HEARING NOTICE IS HEREBY GIVEN: A Public Hearing will be held before the City Council of the City of Santa Clarita in the City Hall Council Chambers, 23920 Valencia Boulevard, 1st floor, Santa Clarita, California, on the 9th day of June 2009, at or after 6:00 p.m., to consider the FY 09-10 annual levy of assessments for the City's special districts. These districts are: Landscape Maintenance, Streetlight Maintenance, Golden Valley Ranch Open Space, Open Space Preservation and Drainage Benefit Assessment Areas. The City Council, pursuant to the Landscaping and Lighting Act of 1972, being a division of the Streets and Highways Code of the State of California and the Benefit Assessment Act of 1982, being a division of the Government Code, desires to levy annual assessments for the districts pursuant to Article XIII D of the California Constitution. Proponents, opponents, and any interested persons may appear and be heard on this matter at that time. Further information may be obtained by contacting the Administrative Services Department, 23920 Valencia Boulevard, Suite 260, Santa Clarita, CA 91355; (661) 286-4005, Dennis Luppens, Special Districts Administrator. If you wish to challenge this action in court, you may be limited to raising only those issues you or someone else raised at the public hearing described in this notice, or in written correspondence delivered to the City Council, at, or prior to, the public hearing. Dated: May 27, 2009 Sharon L. Dawson, MMC City Clerk Publish Date: May 27, 2009 RESOLUTION NO. 09- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA CLARITA, CALIFORNIA, APPROVING THE FINAL ENGINEER'S ANNUAL LEVY REPORT, ORDERING THE LEVY AND COLLECTION OF ASSESSMENTS AND CONTINUED MAINTENANCE FOR THE CITY OF SANTA CLARITA DRAINAGE BENEFIT ASSESSMENT AREAS 3, 6, 18, 19, 20, 22, 2008-1, and 2008-1 FOR FISCAL YEAR 2009/2010 WHEREAS, the City Council, pursuant to the provisions of the Benefit Assessment Act of 1982, Chapter 6.4 of Part 1 of Division 2 of Title 5 of the California Government Code, (commencing with Section 54703) (hereafter referred to as the "Act") did by previous Resolution, order the Engineer, Harris & Associates, to prepare and file a report in connection with the proposed levy and collection of assessments for the assessment districts known and designated as the City of Santa Clarita Drainage Benefit Assessment Areas 3, 6, 18, 19, 20, 22, 2008-1, and 2008-1 (hereafter referred to as the "DBAAs"), for the fiscal year commencing July 1, 2009 and ending June 30, 2010; and WHEREAS, said Resolution was duly and legally published in the time, form, and manner as required by law and which Resolution is on file in the Office of the City Clerk; and WHEREAS, the Engineer has prepared and filed with the City Clerk of the City of Santa Clarita and the City Clerk has presented to the City Council such report entitled "Final Engineer's Report, City of Santa Clarita Drainage Benefit Assessment Areas 3, 6, 18, 19, 20, 22, and 2008-1, Fiscal Year 2009/20010" (hereafter referred to as the "Report"); and WHEREAS, the City Council has carefully examined and reviewed the Report as presented, and is satisfied with each and all of the items and documents as set forth therein, and finds that the levy has been spread in accordance with the special benefits received from the improvements, operation, maintenance, and services to be performed, as set forth in said Report; and WHEREAS, the City Council desires to levy and collect assessments against parcels of land within the DBAAs for the Fiscal Year commencing July 1, 2009 and ending June 30, 2010, to pay the costs and expenses of operating, maintaining, and servicing the improvements within the DBAAs; and WHEREAS, the Assessment rates within the DBAAs are exempt from the assessment balloting procedures set forth in Section 4 of Proposition 218, because they were formed by consent of the land owners, and the proposed Assessments per lot or parcel are not proposed to increase by more than the assessment rates approved by the landowners at the time of annexation into the DBAAs. 3 NOW, THEREFORE, the City Council of the City of Santa Clarita does hereby resolve as follows: SECTION 1. The above recitals are all true and correct. SECTION 2. The Final Engineer's Report as presented consists of the following: a. Plans and specifications describing the general nature, location, and extent of the improvements to be maintained and of the maintenance work; b. Estimate of the cost of maintenance of the improvements for the DBAAs for the Fiscal Year 2009/2010; c. An annual assessment for Fiscal Year 2009/2010 of the estimated costs of the maintenance of those improvements to be maintained during such Fiscal Year, assessing the net amount upon all assessable lots and/or parcels within the DBAAs in proportion to the special benefits received; together with a formula pursuant to which such annual assessment may, be adjusted annually for inflation pursuant to the Assessment Law without the necessity for additional assessment ballot procedures. The Final Engineer's Report, as presented, is hereby approved, and is ordered to be filed in the Office of the Clerk of the City Council as a permanent record and to remain open to public inspection. SECTION 3. The Clerk of the City Council shall certify to the passage and adoption of this Resolution, and the minutes of this meeting shall so reflect the presentation of the Assessment Engineer's Report. SECTION 4. That the City hereby proposes an annual levy of assessments for Santa Clarita Drainage Benefit Assessment Areas 3, 6, 18, 19, 20, 22, 2008-1, and 2008-2 thereon to provide for the following work: The maintenance of drainage improvements shall include the furnishing of services and materials for the ordinary and usual maintenance, operation, and servicing of the improvements. SECTION 5. Following notice duly given, the City Council has held a full and fair Public Hearing regarding its Resolution Approving and or Amending the Report prepared in connection therewith; the levy and collection of assessments, and considered all oral and written statements, protests, and communications made or filed by interested persons. SECTION 6. The City Council hereby finds that each and every part of the Engineer's Report is sufficient, and the City Council hereby approves, passes on, and adopts the Engineer's Report as submitted to the City Council and filed with the City Clerk. SECTION 7. The City Council does hereby reference the Engineer's Report, which indicates the amount of the assessments, the DBAA boundaries, detailed descriptions of the improvements, and the methods of assessment. The Engineer's Report is on file in the office of the City Clerk, and reference to the Engineer's Report is hereby made for all particulars. SECTION 8. The City Council hereby directs staff to file said assessments with the County Auditor for collection with the regular property taxes for Fiscal Year 2009/2010. SECTION 9. The City Clerk shall certify to the adoption of this Resolution. PASSED, APPROVED AND ADOPTED this 9th day of June, 2009. MAYOR ATTEST: CITY CLERK S STATE OF CALIFORNIA ) COUNTY OF LOS ANGELES ) ss. CITY OF SANTA CLARITA ) I, Sharon L. Dawson, CMC, City Clerk of the City of Santa Clarita, do hereby certify that the foregoing Resolution was.duly adopted by the City Council of the City of Santa Clarita at a regular meeting thereof, held on the 9th day of June, 2009, by the following vote: AYES: COUNCILMEMBERS: NOES: COUNCILMEMBERS: ABSENT: COUNCILMEMBERS: a] CITY CLERK STATE OF CALIFORNIA ) COUNTY OF LOS ANGELES ) ss. CITY OF SANTA CLARITA ) CERTIFICATION OF CITY COUNCIL RESOLUTION I, Sharon L. Dawson, City Clerk of the City of Santa Clarita, do hereby certify that this is a true and correct copy of the original Resolution No. 09-, adopted by the City Council of the City of Santa Clarita, California on June 9, 2009, which is now on file in my office. Witness my hand and seal of the City of Santa Clarita, California, this _ day of , 20_ Sharon L. Dawson, CMC City Clerk By Susan Caputo, CMC Deputy City Clerk RESOLUTION NO. 09- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA CLARITA, CALIFORNIA APPROVING THE FINAL ENGINEER'S ANNUAL LEVY REPORT, ORDERING THE LEVY AND COLLECTION OF ASSESSMENTS AND CONTINUED MAINTENANCE FOR ALL ZONES WITHIN THE CITY OF SANTA CLARITA LANDSCAPE MAINTENANCE ASSESSMENT DISTRICTS NOS. 1, T1, AND A2 FOR FISCAL YEAR 2009/10 WHEREAS, the City Council, pursuant to the provisions of the Landscape and Lighting Act of 1972, Part 2, Division 15 of the California Streets and Highways Code (commencing with Section 22500) (hereafter referred to as the "Act") did by previous Resolution, order the Engineer, Harris & Associates, to prepare and file a report in accordance with Chapter 1, Article 4, of the Act, commencing with Section 22565, in connection with the proposed levy and collection of assessments for the Santa Clarita Landscape Maintenance Districts Nos. 1, T1, and A2, and Zone Nos. 2008-1, 1, 2, 3, 4, 5, 6, 7, 8, 15, 16, 17, 18, 19, 20, T2, T3, T4, T5, T6, T7, T8, T17, T23, T23A, T23B, T29,T31, T42A, T42B, T42C, T46, T47, and T52 (the "Districts") for the fiscal year commencing July 1, 2009 and ending June 30, 2010; and WHEREAS, the City Council of the City of Santa Clarita is desirous to take proceedings to provide for the annual levy of assessments for Fiscal Year 2009/10 to provide for the costs and expenses necessary to pay for the maintenance of the improvements in said Districts; and, WHEREAS, said Resolution was duly and legally published in the time, form, and manner as required by law and which Resolution is on file in the Office of the City Clerk; and WHEREAS, the Engineer has prepared and filed with the City Clerk of the City of Santa Clarita and the City Clerk has presented to the City Council such report entitled "Final Engineer's Report, City of Santa Clarita Landscape Maintenance District Nos. 1, T1, and A2, Fiscal Year 2009/2010" (hereafter referred to as the "Report"); and WHEREAS, the City Council has carefully examined and reviewed the Report as presented, and is satisfied with each and all of the items and documents as set forth therein, and finds that the levy has been spread in accordance with the special benefits received from the improvements, operation, maintenance, and services to be performed, as set forth in said Report; and WHEREAS, the City Council desires to levy and collect assessments against parcels of land within the District for the Fiscal Year, commencing July 1, 2009 and ending June 30, 2010, to pay the costs and expenses of operating, maintaining, and servicing the improvements within the District; and WHEREAS, the Assessment rates within the District are exempt from the assessment balloting procedures set forth in Section 4 of Proposition 218, because the District was formed by consent of the land owners, and the proposed Assessments per lot or parcel are not proposed to increase by more than the assessment rates approved by the landowners at the time of annexation into the District. NOW THEREFORE, the City Council of the City of Santa Clarita does hereby resolve as follows: SECTION 1. Recitals: That the above recitals are all true and correct. SECTION 2. The Final Engineer's Reports as presented consist of the following: a. Plans and specifications describing the general nature, location, and extent of the improvements to be maintained and of the maintenance work; b. Estimate of the cost of maintenance of the improvements for the Districts for the Fiscal Year 2009/2010; c. An annual assessment for Fiscal Year 2009/2010 of the estimated costs of the maintenance of those improvements to be maintained during such Fiscal Year, assessing the net amount upon all assessable lots and/or parcels within the Districts in proportion to the special benefits received; together with a formula pursuant to which such annual assessment may be adjusted annually for inflation pursuant to the Assessment Law without the necessity for additional assessment ballot procedures. The Final Engineer's Report, as presented, is hereby approved, and is ordered to be filed in the Office of the Clerk of the City Council as a permanent record and to remain open to public inspection. SECTION 3. The Clerk of the City Council shall certify to the passage and adoption of this Resolution, and the minutes of this meeting shall so reflect the presentation of the Assessment Engineer's Report. SECTION 4. That the City hereby proposes an annual levy of assessments for Santa Clarita Landscape Maintenance Districts Nos. 1, T1, and A2 thereon to provide for the following work: The installation, construction, or maintenance of any authorized improvements under the Act, including, but not limited to landscape and irrigation improvements and any facilities which are appurtenant to any of the aforementioned or which are necessary or convenient for the maintenance or servicing thereof. SECTION 5. Following notice duly given, the City Council has held a full and fair Public Hearing regarding its Resolution Approving and or Amending the Report prepared in connection therewith; the levy and collection of assessments, and considered all oral and written statements, protests and communications made or filed by interested persons. SECTION 6. The City Council hereby finds that each and every part of the Engineer's Report is sufficient, and the City Council hereby approves, passes on, and adopts the Engineer's Report as submitted to the City Council and filed with the City Clerk. SECTION 7. The City Council does hereby reference the Engineer's Reports, which indicate the amount of the assessments, each Districts' boundaries, description of improvements, and the methods of assessment. The Engineer's Reports are on file in the office of the City Clerk, and reference to the Engineer's Reports is hereby made for all particulars. SECTION 8. The City Council hereby directs staff to file said assessments with the County Auditor for collection with the regular property taxes, for Fiscal Year 2009/2010. SECTION 9. Adoption of Resolution: The City Clerk shall certify to the adoption of this Resolution. PASSED, APPROVED AND ADOPTED this 9th day of June, 2009. ATTEST: CITY CLERK 3 MAYOR /D STATE OF CALIFORNIA ) COUNTY OF LOS ANGELES ) ss. CITY OF SANTA CLARITA ) I, Sharon L. Dawson, CMC, City Clerk of the City of Santa Clarita, do hereby certify that the foregoing Resolution was duly adopted by the City of Santa Clarita at a regular meeting thereof, held on the 9th day of June, 2009, by the following vote of the City Council: AYES: COUNCILMEMBERS: NOES: COUNCILMEMBERS: ABSENT: COUNCILMEMBERS: 0 CITY CLERK /I STATE OF CALIFORNIA ) COUNTY OF LOS ANGELES ) ss. CITY OF SANTA CLARITA ) CERTIFICATION OF CITY COUNCIL RESOLUTION I, Sharon L. Dawson, City Clerk of the City of Santa Clarita, do hereby certify that this is a true and correct copy of the original Resolution No. 09-, adopted by the City Council of the City of Santa Clarita, California on June 9, 2009, which is now on file in my office. Witness my hand and seal of the City of Santa Clarita, California, this _ day of , 20 Sharon L. Dawson, CMC City Clerk By Susan Caputo, CMC Deputy City Clerk 5 RESOLUTION NO. 09- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA CLARITA, CALIFORNIA, APPROVING THE FINAL ENGINEER'S ANNUAL LEVY REPORT, ORDERING THE LEVY AND COLLECTION OF ASSESSMENTS AND CONTINUED MAINTENANCE FOR THE CITY OF SANTA CLARITA STREETLIGHT MAINTENANCE DISTRICT NO. 1 FOR FISCAL YEAR 2009/2010 WHEREAS, the City Council, pursuant to the provisions of the Landscape and Lighting Act of 1972, Part 2, Division 15 of the California Streets and Highways Code (commencing with Section 22500) (hereafter referred to as the "Act") did by previous Resolution, order the Engineer, Harris & Associates, to prepare and file a report in accordance with Chapter 1, Article 4, of the Act, commencing with Section 22565, in connection with the proposed levy and collection of assessments for the District known and designated as the City of Santa Clarita Streetlight Maintenance District No. 1 (hereafter referred to as the "District"), for the fiscal year commencing July 1, 2009 and ending June 30, 2010; and WHEREAS, said Resolution was duly and legally published in the time, form, and manner as required by law and which Resolution is on file in the Office of the City Clerk; and WHEREAS, the Engineer has prepared and filed with the City Clerk of the City of Santa Clarita and the City Clerk has presented to the City Council such report entitled "Final Engineer's Report, City of Santa Clarita Streetlight Maintenance District No. 1, Fiscal Year 2009/2010" (hereafter referred to as the "Report"); and WHEREAS, the City Council has carefully examined and reviewed the Report as presented, and is satisfied with each and all of the items and documents as set forth therein, and finds that the levy has been spread in accordance with the special benefits received from the improvements, operation, maintenance, and services to be performed, as set forth in said Report; and WHEREAS, the City Council desires to levy and collect assessments against parcels of land within the District for the Fiscal Year commencing July 1, 2009 and ending June 30, 2010, to pay the costs and expenses of operating, maintaining, and servicing the improvements within the District; and WHEREAS, the Assessment rates within the District are exempt from the assessment balloting procedures set forth in Section 4 of Proposition 218, because the District was formed by consent of the land owners, and the proposed Assessments per lot or parcel are not proposed to increase by more than the assessment rates approved by the landowners at the time of annexation into the District. �3 NOW, THEREFORE, the City Council of the City of Santa Clarita does hereby resolve as follows: SECTION 1. The above recitals are all true and correct. SECTION 2. The Final Engineer's Report as presented consists of the following: a. Plans and specifications describing the general nature, location, and extent of the improvements to be maintained and of the maintenance work; b. Estimate of the cost of maintenance of the improvements for the District for the Fiscal Year 2009/2010; c. An annual assessment for Fiscal Year 2009/2010 of the estimated costs of the maintenance of those improvements to be maintained during such Fiscal Year, assessing the net amount upon all assessable lots and/or parcels within the District in proportion to the special benefits received; together with a formula pursuant to which such annual assessment may be adjusted annually for inflation pursuant to the Assessment Law without the necessity for additional assessment ballot procedures. The Final Engineer's Report, as presented, is hereby approved, and is ordered to be filed in the Office of the Clerk of the City Council as a permanent record and to remain open to public inspection. SECTION 3. The Clerk of the City Council shall certify to the passage and adoption of this Resolution, and the minutes of this meeting shall so reflect the presentation of the Assessment Engineer's Report. SECTION 4. That the City hereby proposes an annual levy of assessments for Santa Clarita Streetlight Maintenance District No. 1 thereon to provide for the following work: Installation, construction, or maintenance of any authorized improvements under the Act, including, but not limited to streetlighting improvements and any facilities which are appurtenant to any of the aforementioned or which are necessary or convenient for the maintenance or servicing thereof. SECTION 5. Following notice duly given, the City Council has held a full and fair Public Hearing regarding its Resolution Approving and or Amending the Report prepared in connection therewith; the levy and collection of assessments, and considered all oral and written statements, protests and communications made or filed by interested persons. SECTION 6. The City Council hereby finds that each and every part of the Engineer's Report is sufficient, and the City Council hereby approves, passes on, and adopts the Engineer's Report as submitted to the City Council and filed with the City Clerk. 2 14 SECTION 7. The City Council does hereby reference the Engineer's Report, which indicates the amount of the assessments, the District boundaries, detailed description of improvements, and the method of assessment. The Engineer's Report is on file in the office of the City Clerk, and reference to the Engineer's Report is hereby made for all particulars. SECTION 8. The City Council hereby directs staff to file said assessments with the County Auditor for collection with the regular property taxes for Fiscal Year 2009/2010. SECTION 9. The City Clerk shall certify to the adoption of this Resolution. PASSED, APPROVED AND ADOPTED this 9th day of June, 2009. ATTEST: CITY CLERK MAYOR 3 rs STATE OF CALIFORNIA ) COUNTY OF LOS ANGELES ) ss. CITY OF SANTA CLARITA ) I, Sharon L. Dawson, CMC, City Clerk of the City of Santa Clarita, do hereby certify that the foregoing Resolution was duly adopted by the City Council of the City of Santa Clarita at a regular meeting thereof, held on the 9th day of June, 2009, by the following vote: AYES: COUNCILMEMBERS: NOES: COUNCILMEMBERS: ABSENT: COUNCILMEMBERS: 4 CITY CLERK STATE OF CALIFORNIA ) COUNTY OF LOS ANGELES ) ss. CITY OF SANTA CLARITA ) CERTIFICATION OF CITY COUNCIL RESOLUTION I, Sharon L. Dawson, City Clerk of the City of Santa Clarita, do hereby certify that this is a true and correct copy of the original Resolution No. 09-, adopted by the City Council of the City of Santa Clarita, California on June 9, 2009, which is now on file in my office. Witness my hand and seal of the City of Santa Clarita, California, this day of , 20_ Sharon L. Dawson, CMC City Clerk By Susan Caputo, CMC Deputy City Clerk 5 RESOLUTION NO. 09- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA CLARITA, CALIFORNIA, APPROVING THE FINAL ENGINEER'S ANNUAL LEVY REPORT, ORDERING THE LEVY AND COLLECTION OF ASSESSMENTS AND CONTINUED MAINTENANCE FOR THE CITY OF SANTA CLARITA GOLDEN VALLEY RANCH OPEN SPACE MAINTENANCE DISTRICT FOR FISCAL YEAR 2009/2010 WHEREAS, the City Council, pursuant to the provisions of the Landscape and Lighting Act of 1972, Part 2, Division 15 of the California Streets and Highways Code (commencing with Section 22500) (hereafter referred to as the "Act") did by previous Resolution, order the Engineer, Harris & Associates, to prepare and file a report in accordance with Chapter 1, Article 4, of the Act, commencing with Section 22565, in connection with the proposed levy and collection of assessments for the District known and designated as the City of Santa Clarita Golden Valley Ranch Open Space Maintenance District (hereafter referred to as the "District"), for the fiscal year commencing July 1, 2009 and ending June 30, 2010; and WHEREAS, said Resolution was duly and legally published in the time, form, and manner as required by law and which Resolution is on file in the Office of the City Clerk; and WHEREAS, the Engineer has prepared and filed with the City Clerk of the City of Santa Clarita and the City Clerk has presented to the City Council such report entitled "Final Engineer's Report, City of Santa Clarita Golden Valley Ranch Open Space Maintenance District, Fiscal Year 2009/2010" (hereafter referred to as the "Report"); and WHEREAS, the City Council has carefully examined and reviewed the Report as presented, and is satisfied with each and all of the items and documents as set forth therein, and finds that the levy has been spread in accordance with the special benefits received from the improvements, operation, maintenance, and services to be performed, as set forth in said Report; and WHEREAS, the City Council desires to levy and collect assessments against parcels of land within the District for the Fiscal Year commencing July 1, 2009, and ending June 30, 2010, to pay the costs and expenses of operating, maintaining, and servicing the improvements within the District; and WHEREAS, the Assessment rates within the District are exempt from the assessment balloting procedures set forth in Section 4 of Proposition 218, because the District was formed by consent of the land owners, and the proposed Assessments per lot or parcel are not proposed to increase by more than the assessment rates approved by the landowners at the time of annexation into the District. NOW, THEREFORE, the City Council of the City of Santa Clarita does hereby resolve as follows: SECTION 1. The above recitals are all true and correct. SECTION 2. The Final Engineer's Report as presented consists of the following: a. Plans and specifications describing the general nature, location, and extent of the improvements to be maintained and of the maintenance work; b. Estimate of the cost of maintenance of the improvements for the District for the Fiscal Year 2009/2010; c. An annual assessment for Fiscal Year 2009/2010 of the estimated costs of the maintenance of those improvements to be maintained during such Fiscal Year, assessing the net amount upon all assessable lots and/or parcels within the District in proportion to the special benefits received; together with a formula pursuant to which such annual assessment may be adjusted annually for inflation pursuant to the Assessment Law without the necessity for additional assessment ballot procedures. The Final Engineer's Report, as presented, is hereby approved, and is ordered to be filed in the Office of the Clerk of the City Council as a permanent record and to remain open to public inspection. SECTION 3. The Clerk of the City Council shall certify to the passage and adoption of this Resolution, and the minutes of this meeting shall so reflect the presentation of the Assessment Engineer's Report. SECTION 4. That the City hereby proposes an annual levy of assessments for Santa Clarita Open Space Preservation District thereon to provide for the following work: Installation, construction, or maintenance of any authorized improvements under the Act, including, but not limited to landscape and irrigation improvements and any facilities which are appurtenant to any of the aforementioned or which are necessary or convenient for the maintenance or servicing thereof. SECTION 5. Following notice duly given, the City Council has held- a full and fair Public Hearing regarding its Resolution Approving and or Amending the Report prepared in connection therewith; the levy and collection of assessments, and considered all oral and written statements, protests and communications made or filed by interested persons. SECTION 6. The City Council hereby finds that each and every part of the Engineer's Report is sufficient, and the City Council hereby approves, passes on, and adopts the Engineer's Report as submitted to the City Council and filed with the City Clerk. Iii SECTION 7. The City Council does hereby feference the Engineer's Report, which indicates the amount of the assessments, the District boundaries, detailed description of improvements, and the method of assessment. The Engineer's Report is on file in the office of the City Clerk, and reference to the Engineer's Report is hereby made for all particulars. SECTION 8. The City Council hereby directs staff to file said assessments with the County Auditor for collection with the regular property taxes for Fiscal Year 2009/2010. SECTION 9. The City Clerk shall certify to the adoption of this Resolution. PASSED, APPROVED AND ADOPTED this 9th day of June, 2009. ATTEST: CITY CLERK 3 MAYOR STATE OF CALIFORNIA ) COUNTY OF LOS ANGELES ) ss. CITY OF SANTA CLARITA ) I, Sharon L. Dawson, CMC, City Clerk of the City of Santa Clarita, do hereby certify that the foregoing Resolution was duly adopted by the City Council of the City of Santa Clarita at a regular meeting thereof, held on the 9th day of June, 2009, by the following vote: AYES: COUNCILMEMBERS: NOES: COUNCILMEMBERS: ABSENT: COUNCILMEMBERS: M CITY CLERK ax STATE OF CALIFORNIA ) COUNTY OF LOS ANGELES ) ss. CITY OF SANTA CLARITA ) CERTIFICATION OF CITY COUNCIL RESOLUTION I, Sharon L. Dawson, City Clerk of the City of Santa Clarita, do hereby certify that this is a true and correct copy of the original Resolution No. 09-, adopted by the City Council of the City of Santa Clarita, California on June 9, 2009, which is now on file in my office. Witness my hand and seal of the City of Santa Clarita, California, this day of , 20 Sharon L. Dawson, CMC City Clerk By Susan Caputo, CMC Deputy City Clerk i Final Engineer's Report for City of Santa Clarita Drainage Benefit Assessment Area • (DBAA) Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Fiscal Year 2009-10 Forthe CITY OF SANTA CLARITA Los Angeles County, California June 09, 2009 rI City of Santa Clarita June 09, 2009 DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 ENGINEER'S REPORT Table of Contents Certifications.............................................................................. l Introduction................................................................................ 2 Report......................................................................................... 3 Part A — Plans and Specifications ......................................... 5 Part B — Estimate of Cost ....................................................... 8 Part C — Assessment Diagram.............................................15 Part D — Assessment Roll....................................................15 Part E — Method of Apportionment of Assessment ......'......16 Appendices A Assessment Boundary Diagrams Exhibit A — DBAA #3 Exhibit B — DBAA #6 Exhibit C — DBAA #18 Exhibit D — DBAA #19 Exhibit E — DBAA #20 Exhibit F — DBAA #22 Exhibit G — DBAA #2008-1 Exhibit H — DBAA #2008-2 B Assessment Roll Usanta clanta\Admin 09-10\reports\DBAA\dbaa 09-10 19may09(Final).doc • • Harris & Associates ,7 • • 1 � i City of Santa Clarita June 09, 2009 DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Page 1 ENGINEER'S REPORT CITY OF SANTA CLARITA DRAINAGE BENEFIT ASSESSMENT AREA (DBAA) NOS. 3, 6, 18, 19, 20, 22, 2008-1 AND 2008-2 The undersigned respectfully submits the enclosed report as directed by the City Council. DATED: June 09, 2009 BY: Joan E. Cox R.C.E. No. 41965 I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and Assessment Diagram thereto attached, was filed with me on the day of .2009. Sharon L. Dawson, City Clerk, City of Santa Clarita Los Angeles County, California Un I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and Assessment Diagram thereto attached, was approved and confirmed by the City Council of the City of Santa Clarita, California, on the day of .2009. R \santa clanta\Admm 09-101reports\DBAA\dbaa 09-10 19may09f tnal) doc Sharon L. Dawson, City Clerk, City of Santa Clarita Los Angeles County, California By Harris & Associates -t=J1 fC-;WT-' ; „ V 1, City of Santa Clarita June 09, 2009 DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Page 2 Introduction This report is prepared in compliance with the requirements of Article 4, Chapter 6.4, of the Benefit Assessment Act of 1982, (hereinafter referred to as the ".pct') of the California Government Code. Pursuant to the Act, the City Council is the legislative body for the District and may levy annual assessments and act as the governing body for the operations and administration of the District. The Act provides for the levy of annual assessments after formation of an assessment district for the continued maintenance and servicing of the district improvements. The costs associated with the installation, maintenance, and service of the improvements may be assessed to those properties which are benefited by the installation, maintenance, and service. 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 MID to the California Constitution. The Proposition affects all assessments upon real property for a special benefit conferred on the property. Assessments imposed under the Benefit Assessment Act of 1982 are these types of assessments. However, the Proposition also exempts any assessments imposed to finance costs associated with drainage systems. In Santa Clarita, required drainage systems due to development of land may require the property owner, as a condition of development approval, to annex into or form a Drainage Benefit Assessment Area (DBAA) to pay for their on going maintenance. As such, owners and subsequent owners of benefiting parcels are assessed annually. Drainage Benefit Assessment Area (DBAA) Nos. 3, 6, 18, 20, 22, 2008-1 and 2008-2 were formed in this way. The one exception to the above formation process is DB -kA No. 19, whose formation was initiated by a group of existing homeowners in response to rising ground water in their immediate neighborhood. Assessments for DBAA's 3, 6, 18 and 19 are exempt from the provisions of Proposition 218. However, subsequent increases, if any, will be subject to the procedures and approval process of Section 4 of Article XIIID. DB AA's 20, 22, 2008-1 and 2008-2 were established under the provisions of Proposition 218 and the maximum assessments may be increased by the annual change in CPI. If the annual assessment rates are increased above the maximum allowable assessment rates, then the increase will be subject to the procedures and approval process of Section 4 of Article XIIID. Assessments, if authorized by the City Council, would be placed on the 2009-10 Los Angeles County Property Tax Roll. Reserve funds would be used to fund the maintenance and service until assessment funds are distributed by the County Tax Collector in December of 2009. R \santa clanta\Admm 09-10\reports\DBAA\dbaa 09-10 19may09(final) doc U • 0 i�7 I Harris & Associates • • L' City of Santa Clarita June 09, 2009 DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Page 3 CITY OF SANTA CLARITA FISCAL YEAR 2009-10 ENGINEER'S REPORT PREPARED PURSUANT TO THE PROVISIONS OF THE BENEFIT ASSESSMENT ACT OF 1982 ARTICLE 4, CHAPTER 6.4 OF THE CALIFORNIA GOVERNMENT CODE Pursuant to Part 1, Division 2 of Title 5 of the Government of the State of California, and in accordance with the Resolution of Initiation adopted by the City Council of the City of Santa Clarita State of California, in connection with the proceedings for: CITY OF SANTA CLARITA DRAINAGE BENEFIT ASSESSMENT AREA (I)BAA) NOS. 3, 6, 18, 19, 20, 22, 2008-1 AND 2008-2 Hereinafter referred to as the "Assessment District" or "District", I, Joan E. Cox, P.E., the authorized representative of Harris & Associates, the duly appointed ENGINEER OF WORK, submit herewith the "Report" consisting of six (6) parts as follows: PART A PLANS AND SPECIFICATIONS Plans and specifications for the improvements are as set forth on the lists thereof, attached hereto, and are on file in the Office of the City Engineer and are incorporated herein by reference. PART B ESTIMATE OF COST An estimate of the costs of the proposed improvements, including incidental costs and expenses in connection therewith, is as set forth on the lists thereof, attached hereto, and are on file in the Office of the City Clerk and incorporated herein by reference. PART C ASSESSMENT DIAGRAM The Diagram of the Assessment District Boundaries showing the exterior boundaries of the Assessment District and the lines and dimensions of each lot or parcel of land within the Assessment District. R \santa clanta\Admin 09-10\reports\DBAA\dbaa 09-10 19may09(Final) doc Harris & Associates �• I ' '�I 1.1� City of Santa Clarita June 09, 2009 DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Page 4 The lines and dimensions of each lot or parcel within the Assessment District are those lines and 40 dimensions shown on the maps of the Assessor of the County of Los Angeles for the fiscal year to which this Report applies. The Assessor's maps and records are incorporated by reference herein and made part of this Report. PART D ASSESSMENT ROLL An assessment of the estimated cost of the improvements on each benefited lot or parcel of land within the Assessment District. PART E METHOD OF ASSESSMENT The method of apportionment of assessments, indicating the proposed assessment of the net amount of the costs and expenses of the improvements to be assessed upon the several lots and parcels of land within the Assessment District, in proportion to the estimated benefits to be received by such lots and parcels. Usanta clanta\Admm 09-10\reports\1DBAA\dbaa 09-10 19may09(Final) doc 0 Harris & Associates City of Santa Clarita June 09, 2009 DBAA Nos. 3, 6, 18, 19, 20, 22,2008-1 and 2008-2 Page 5 PART A Plans and Specifications The proposed services involve the maintenance and operation of surface and subsurface drainage systems constructed for Tract No. 36496 (DBAA No. 3); Tract No. 43528 (DBAA No. 6); Tract No. 44965 (DB.AA No. 18); the Four Oaks Area (DBAA No. 19); Tract Nos. 47863, 46626, and 50536 (DBAA No. 20); Tract Nos. 51857 and 52372 (DBAA No. 22), Tract Nos. 53425-02 and 53425-03 (DBAA No. 2008-1), and Tract 52414-01, lots 9 through 17 (DBAA No. 2008-2 GVR Commercial) as shown in Appendix A. The services necessary for the Districts include, but are not limited to, and may be generally described as shown below: e DB.AA No. 3: Whites Canyon Road and Nadal Street The drainage facilities consist of three observation wells without pumps and sixteen horizontal drains or hydraugers. The drainage facilities are shown on Exhibit A. Maintenance and operation of the drainage facilities involve: 1) periodic inspection, monitoring, and evaluations; 2) well unclogging and clean-out where necessary; 3) annual geologist review with a report and recommendations; 4) installation of dewatering devices and other mitigation measures; and 5) periodic repairs, when necessary. DBAA No. 6: Shangri-La Drive and Nathan Hill Road The drainage facilities consist of one pump station, three observation wells with pumps, six observation wells without pumps, one access shaft, and six hydraugers. The drainage facilities are shown on Exhibit B. Maintenance and operation of the drainage facilities involve: 1) periodic inspection, monitoring, and evaluations; 2) well unclogging and clean-out where necessary; 3) annual geologist review with a report and recommendations; 4) installation of dewatering devices and other mitigation measures; 5) pump station check; and 6) periodic repairs, when necessary. • DB.AA No. 18: Bakerton Street The drainage facilities consist of one pump station, one sump pump drainage system, five access shafts, and twenty-one observation wells without pumps. The drainage facilities are shown on Exhibit C. Maintenance and operation of the drainage facilities involve: 1) periodic inspection, monitoring, and evaluations; 2) well and access shaft unclogging and clean-out where necessary; 3) annual geologist review with a report and recommendations; 4) installation of dewatering devices and other mitigation measures; 5) pump station check; and 6) periodic repairs, when necessary. • R \santa clantalAdmm 09-10\reports\DBAA\dbaa 09-10 19may0ffinal) doe Harris & Associates I City of Santa Clarita June 09, 2009 DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Page 6 • DBAA No. 19: Four Oaks east of Camp Plenty Road • The drainage facilities consist of two pumps and two observation wells without pumps. The drainage facilities are shown on Exhibit D. Maintenance and operation of the drainage facilities involve: 1) periodic inspection, monitoring, and evaluations; 2) well unclogging and clean-out where necessary; 3) installation of dewatering devices and other mitigation measures; 4) pump station check; and 5) periodic repairs, when necessary. • DBAA No. 20: Whites Canyon Road and Canyon Crest Drive The draina¢e facilities consist of terrace drains, swale drains, a 30 -inch storm drain and two flumes, and related structures and appurtenant facilities. The boundaries of DBA.A No. 20 are shown on Exhibit E. Maintenance and operation of the drainage facilities involve: 1) periodic inspection, monitoring, and evaluations; 2) unclogging and clean-out where necessary; 3) annual geologist review with a report and recommendations; 4) installation of dewatering devices and other mitigation measures; and 5) periodic repairs, when necessary. • DBAA No. 22: Shadow Pines Boulevard and Narcissus Crest Avenue The drainage facilities consist of sub drains, terrace drains, parkway culverts, Swale drains, down drains, inlet structures, flumes, stand pipes, debris walls, catch basins, and all storm drain and related structures and appurtenant facilities. The boundaries of DBAA No. 22 are shown on Exhibit F. Maintenance and operation of the drainage facilities involve: 1) periodic inspection, monitoring, and evaluations; 2) unclogging and clean-out where necessary; 3) annual geologist review with a report and recommendations; 4) installation of dewatering devices and other mitigation measures; and 5) periodic repairs, when necessary. • DBAA Nov 2008-1: River Village The drainage facilities consist of two (2) water quality basins (extended detention basins). The boundaries of DBAA No. 2008-1 are shown on Exhibit G. The basins treat runoff from the portions of the River Village development. The water quality basins are extended dry detention basins with subsurface follow wetland that is vegetated and landscaped with native vegetation. Extended detention basins are basins whose outlets have been designed to detain the Stormwater runoff from a water quality design storm for some minimum time (e.g. 48 hours) to allow particles and associated pollutants to settle. Additionally, the basins have been designed to reduce the 2 -year peak flow from the post -development condition to the pre -development condition. The difference in the pre -and post -development Stormwater runoff generated by a 2 -year storm, and by a 0.75 -inch (first flush) storm, will be collected, detained, and treated in the basins, before it is released into the Santa Clara River. Regular maintenance is R \santa clanta\Admm 09-10\reports\DBAA\dbaa 09-10 19may09(Final) doc Harris & Associates City of Santa Clarita June 09, 2009 DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 ' Page 7 • required in order for the basins to function correctly within the design parameters. • • Maintenance and operation of the drainage facilities involve but are not limited to: 1) silt/debris removal; 2) landscaping replacement; 3) replacement of piping and gravel media as needed; 4) storm damage repair; and 5) annual review with a report and recommendations. • DBAA No. 2008-2: Golden Valley Ranch — Commercial The proposed services involve the maintenance and operation of Storm Drain Line "D" in Tract 52414-01 and all lateral lines associated with Line "D", including the CDS units. Storm Drain Line "D" drains portions of the Golden Valley Ranch Commercial development and is the only storm drain line that is not being accepted into the Los Angeles County Flood Control District's system. Regular maintenance is required in order for the storm drain line and lateral lines to function correctly within the design parameters. The services necessary for the District include, but are not limited to, and may be generally described as: 1) maintenance costs, 2) reporting and consulting, 3) monitoring, and 4) annual review with a report and recommendations. Plans and Specifications for the improvements for the 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 where they are available for public inspection. Usanta clanta\Admin 09-10\reports\DBAA\dbaa 09-10 19may09(Final) doc Harris & Associates City of Santa Clarita June 09, 2009 DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Page 8 PART B Estimate of Cost The Act provides that the estimated costs of the improvements shall include the total cost of the improvements for Fiscal Year 2009-10, including incidentals, which may include reserves to operate the District until funds are transferred to the City from the County around December 10 of the next fiscal year. The Act also provides that the amount of any surplus, deficit or contribution be included in the estimated cost of improvements. The net amount to be assessed on the lots or parcels within each district is the total cost of maintenance and servicing with adjustments either positive or negative for reserves, surpluses, deficits, and/or contributions. Estimated costs of improvements for the Districts are voluminous and are not bound in this report, but by this reference are incorporated and made a part of this report. The estimated costs are on file at the City where they are available for public inspection. Drainage Area Assessment District (DBAA) No. 3 Description 2009n 0 Cost Estimate Revenues $377,208.00 Assessment Revenues $28,413.00 Interest / Other Revenues $6,240.00 Total Revenues $34,653.00 Expenditures $365,176.00 Personnel Costs $5,635.00 Operations and Maintenance Costs $13,888.00 Administration $11,600.00 Total Expenditures $31,123.00 Capital Improvements Total CaptalImprovements $0.00 Total Annual Fund Status- Surplus /(Deficit) $3,530.00 Fund Analysis Estimated Fund Balance 7/01/09 $377,208.00 Estimated Revenues FY 09-10 (Assessments/ Interest $34,653.00 Estimated Expenditures FY 09-10 $31,123.00 Estimated Operating Reserves (50% of Operating Costs) $15,562.00 Estimated Fund Balance (6/30/10) $365,176.00 • A Future/Reserve fund has been established for DBAA No. 3 to cover the first six months of expenses annually before collection from the County has been received, as well as unexpected expenses. The funds have been allowed to build up gradually in anticipation of any maintenance costs that can and do occur when there is a great amount of rainfall during the year. • R \santa clanta\Admm 09-I OVeportsMAA\dbaa 09-10 19may09(Final) doc Hams & Associates • 11 • City of Santa Clarita June 09, 2009 DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Page 9 Drainage Area Assessment District (DBAA) No. 6 Description 2009/10 Cost Estimate Revenues $0.00 Assessment Revenues $26,553.00 Interest / Other Revenues $0.00 Total Revenues $26,553.00 Expenditures $162,956.00 Personnel Costs $5,635.00 Operations and Maintenance Costs $88,941.00 Administration $10,570.00 Total Expenditures $105,146.00 Capital Improvements Total Capital Improvements $31,790.00 Total Annual Fund Status -Surplus / (Deficit) ($110,383.00) Fund Ana ysis Estimated Fund Balance 7/01/09 $0.00 Estimated Revenues FY 09-10 Assessments / Interest $26,553.00 Estimated Expenditures FY 09-10 $136,936.00 Estimated Operating Reserves 50% of Operating Costs $52,573.00 ,City Contribution $162,956.00 Estimated Fund Balance 6/30/10 $0.00 A Future/Reserve fund has been established for DBAA No. 6; however, those funds have now been depleted and the fund is operating in a deficit, requiring a City Contribution to maintain the required levels of on-going maintenance. Operations and capital costs for this year are increased to meet water quality requirements of the Los Angeles Regional Water Quality Control Board. R \santa clanta\Admm 09-10\reports\DBAA\dbaa 09-10 19may09(Final) doc MI Hams & Associates City of Santa Clarita June 09, 2009 DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Page 10 Drainage Area Assessment District (DBAA) No. 18 Description 2009/10 Cost Estimate Revenues $0.00 Assessment Revenues $44,361.00 Interest / Other Revenues $0.00 Total Revenues $44,361.00 Expenditures $477,079.00 Personnel Costs $5,635.00 Operations and Maintenance Costs $251,785.00 Administration $18,340.00 Total Expenditures $275,760.00 Capital Improvements Total Capital Improvements $107,800.00 Total Annual Fund Status - Surplus / (Deficit) ($339,199.00) Fund Analysis Estimated Fund Balance 7/01/09 $0.00 Estimated Revenues FY 09-10 Assessments / Interest $44,361.00 Estimated Expenditures FY 09-10 $383,560.00 Estimated Operating Reserves 50% of Operating Costs $137,880.00 City Contribution $477,079.00 Estimated Fund Balance 6/30/10 $0.00 A Future/Reserve fund has been established for DBAA No. 18; however, those funds have now been depleted and the fund is operating in a deficit, requiring a City Contribution to maintain the required levels of on-going maintenance. Operations and capital costs for this year are increased to meet water quality requirements of the Los Angeles Regional Water Quality Control Board. • R.\santa clanta\Admm 09-10\reports\DBAA\dbaa 09-10 19may09(Final) doc M I Harris & Associates • :7 • City of Santa Clarita June 09, 2009 DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Page 11 Drainage Area Assessment District(DBAA) No. 19 Description 2009/10 Cost Estimate Revenues $0.00 Assessment Revenues $3,306.00 Interest/ Other Revenues $3,420.00 Total Revenues $6,726.00 Expenditures $44,817.00 Personnel Costs $4,333.00 Operations and Maintenance Costs $28,669.00 Administration $1,360.00 Total Expenditures $34,362.00 Capital Improvements Total Capital Improvements $0.00 Total Annual Fund Status - Surplus / (Deficit) $27,636.00 Fun d Ana lysis - Estimated Fund Balance 7/01/09 $0.00 Estimated Revenues FY 09-10 (Assessments/ Interest $6,726.00- 6 726.00Estimated EstimatedExpenditures FY 09-10 $34,362.00 Estimated Operating Reserves (50% of Operating Costs) $17,181.00 City Contribution $44,817.00 Estimated un Balance 6130/10 0.00 A Future/Reserve fund has been established for DBAA No. 19; however, those funds have now been depleted and the fund is operating in a deficit, requiring a City Contribution to maintain the required levels of on-going maintenance. Usanta clanta\Admin 09-10\reports\DBAA\dbaa 09-10 19may09(Final) doe Harris & Associates City of Santa Clarita June 09, 2009 DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Page 12 Drainage Area Assessment District (DBAA) No. 20 Description 2009/10 Cost Estimate Revenues $182,588.00 Assessment Revenues $30,963.00 Interest / Other Revenues $3,120.00 -Total Revenues $34,083.00 Expenditures $170,861.00 Personnel Costs $0.00 operations and Maintenance Costs $20,110.00 Administration $10,430.00 Total Expenditures $30,540.00 Capital Improvements Total Capital Improvements $0.00 Total Annual Fund Status -Surplus /(Deficit) $3,543.00 Fund Analysis Estimated Fund Balance 7/01/09 $182,588.00 Estimated Revenues FY 09-10 Assessments / Interest $34,083.00 Estimated Expenditures FY 09-10 $30,540.00 Estimated Operating Reserves 50% of Operating Costs $15,270.00 Estimated Fund Balance (6/30/10) $170,861.00 A Future/Reserve fund has been established for DBAA No. 20 to cover the first six months of expenses annually before collection from the County has been received, as well as unexpected expenses. The funds have been allowed to build up gradually in anticipation of any maintenance costs that can and do occur when there is a great amount of rainfall during the year. U :7 R \santa clanta\Admm 09-10\reports\DBAA\dbaa 09-10 19may09(Final) doc 0 1 Harris & Associates • City of Santa Clarita June 09, 2009 DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Page 13 Drainage Area Assessment District (DBAA) No. 22 Description 2009/10 Cost Estimate Revenues $26,816.00 Assessment Revenues $10,791.00 Interest / Other Revenues $480.00 Total Revenues $11,271.00 Expenditures $24,144.00 Personnel Costs " $0.00 Operations and Maintenance Costs $5,675.00 Administration $3,620.00 Total Expenditures $9,295.00 Capital Improvements Total Capital Improvements $0.00 Total Annual Fund Status -Surplus /(Deficit) $1,976.00 Fund Analysis Estimated Fund Balance 7/01/09 $26,816.00 Estimated Revenues FY 09-10 Assessments / Interest $11,271.00 Estimated Expenditures FY 09-10 $9,295.00 Estimated Operating Reserves 50% of Operating Costs $4,648.00 Estimated Fund Balance (6/30/10) $24,144.00 A Future/Reserve fund has been established for DBAA No. 22 to cover the first six months of expenses annually before collection from the County has been received, as well as unexpected expenses. The funds have been allowed to build up gradually in anticipation of any maintenance costs that can and do occur when there is a great amount of rainfall during the year. Usanta clanta\Admin 09-10\reports\DBAA\dbaa 09-10 19may09(Final) doc Hams & Associates City of Santa Clarita June 09, 2009 DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Page 14 Drainage Area Assessment District (DBAA) No. 2008-1 Description 2009/10 Cost Estimate Revenues $38,551.00 Assessment Revenues $93,005.00 Interest / Other Revenues $1,440.00 Total Revenues $94,445.00 Expenditures $119,331.00 Personnel Costs $0.00 Operations and Maintenance Costs $8,900.00 Administration $210.00 Total Expenditures $9,110.00 Capital Improvements Total Capital Improvements $0.00 Total Annual Fund Status - Surplus / (Deficit) $85,335.00 Fund Analysis Estimated Fund Balance 7/01/09 $38,551.00 Estimated Revenues FY 09-10 (Assessments/ Interest $94,445.00 Estimated Expenditures FY 09-10 $9,110.00 Estimated Operating Reserves 50% of Operating Costs $4,555.00 Estimated Fund Balance (6/30/10) $119,331.00 A Future/Reserve fund has been established for DBAA No. 2008-1 to cover the first six months of expenses annually before collection from the County has been received, as well as unexpected expenses. The funds have been allowed to build up gradually in anticipation of any maintenance costs that can and do occur when there is a great amount of rainfall during the year. • • Usanta clanta\Admin 09-10\reports\DBAA\dbaa 09-10 19may09(Final) doc I Harris & Associates City of Santa Clarita June 09, 2009 DBAA Nos. 3, 6, 18, 19, 20, 229 2008-1 and 2008-2 Page 15 • Drainage Area Assessment District (DBAA) No. 2008-2 • • Description 2009/10 Cost Estimate Revenues $20,207.00 Assessment Revenues $13,188.00 Interest / Other Revenues $720.00 Total Revenues $13,908.00 Expenditures $14,615.00 Personnel Costs $3,000.00 Operations and Maintenance Costs $9,790.00 Administration $210.00 Total Expenditures $13,000.00 Capital Improvements Uotal Capitalprovements $0.00 Total nnual Fund Status - Surplus (Deficit) $908.00 Fund Analysis Estimated Fund Balance 7/01/09 $20,207.00 Estimated Revenues FY 09-10 Assessments / Interest $13,908.00 Estimated Expenditures FY 09-10 $13,000.00 Estimated Operating Reserves 50% of Operating Costs) $6,500.00 Estimated Fund Balance (6/30/10) $14,615.00 A Future/Reserve fund is being established for DBAA No. 2008-2 to cover the first six months of expenses annually before collection from the County has been received, as well as unexpected _ expenses. The funds will be allowed to build up gradually in anticipation of any maintenance costs that can and do occur when there is a great amount of rainfall during the year. RAsanta clanta\Admin 09-10\reports\DBAA\dbaa 09-10 19may09(Final) doc Harris & Associates City of Santa Clarita June 09, 2009 DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Page 16 PART C Assessment Diagram The boundary diagram for each Drainage Benefit Assessment Area is included herein as Appendix A, and is part of ihis report. The lines and dimensions of each lot or parcel within the Districts are,those lines and dimensions shown on the maps of the Assessor of the County of Los Angeles for the fiscal year to which this Report applies. The Assessor's maps and records are incorporated by reference herein and made part of this Report. PART D -Assessment Roll All assessed lots or parcels of real property within the Districts are listed on the Assessment Roll. The Assessment Roll states the net amount to be assessed upon assessable lands within the Districts for Fiscal Year 2009-10, shows the Fiscal Year 2009-10 assessment upon each lot and parcel within the Districts, and describes each assessable lot or parcel of land within the Districts. These lots are more particularly described in the Assessment Roll, which is included in this Report as Appendix B. The list is keyed to the records of the Assessor of the County of Los Angeles which are incorporated herein by reference. • • • R \santa clanta\Admm 09-10\reports\DBAA\dbaa 09-10 19may09(Final) doc M I Harris & Associates City of Santa Clarita June 09, 2009 DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Page 17 PART E Method of Assessment The following is the approved assessment methodologies for the Drainage Benefit Assessment Area Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2: Background The Benefit Assessment Act of 1982 (the Act) provides that assessments may be apportioned upon all assessable lots or parcels of land within an assessment district in proportion to the estimated benefits to be received by each lot or parcel from the improvements. In addition, Proposition 218 requires that a parcel's assessment may not exceed the reasonable cost of the proportional special benefit conferred on that parcel. The Proposition provides that only special benefits are assessable, and the City must separate the general benefits from the special benefits conferred on a parcel. A special benefit is a particular and distinct benefit over and above general benefits conferred on the public at large, including real property within the Districts. The general enhancement of property value does not constitute a special benefit. Special Benefit DB.A Nos. 3.6. 18, 19, 20, 22 and 2008-1 The installation and continued maintenance of drainage improvements by the developers, subdividers of the land, was guaranteed through the establishment of a Drainage Benefit Assessment Area as a condition of subdivision and development. Had the installation of the improvements and the guaranteed maintenance not occurred, the lots would not have been established and could not have been sold to any distinct and separate owner. Thus, the ability to establish each distinct and separate lot which permits the construction of a building or structure on the property and the ownership and sale of the distinct lot in perpetuity is a particular and distinct special benefit conferred only to the real property located in the District. All the lots are established at the same time once the conditions regarding the improvements and the continued maintenance are guaranteed. As a result, each lot within the District is conferred a particular and distinct special benefit from the improvements and to the same degree. DBAA No. 3 is a multi -family residential development and is assessed based on the number of dwelling units within the development. DBAA Nos. 6, 18, 19, 20, 22 and 2008-1 are single-family residential developments and each developable lot is one dwelling unit, so these developments are assessed based on the number of dwelling units within them. The drainage improvements of the district were established to provide for surface and/or subsurface water removal in order to promote and maintain desirable soil conditions, soil stability and/or slope stability of, and specifically related to, the subdivided lots within the district; thus, the drainage improvements, and the continued maintenance thereof, confer a particular and distinct special benefit to the real property located within the district. In addition, all of the above contributes to a specific increase in property desirability and a specific enhancement of the property value of each parcel within the district which confers a particular and distinct special benefit upon the real property located within the district. •DBAA No. 2008-2 Usanta clanta\Admin 09-10\reportADBAA\dbaa 09-10 19may09(Final) doc " I Harris &Associates City of Santa Clarita June 09, 2009 DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Page 18 • There are two (2) categories of special benefits identified for DBAA 2008-2: 1. The benefit related to the satisfaction of a Condition of Development, and 2. The benefit related to the functionality of the drainage system. 1. Satisfaction of Conditions of Development The drainage improvements for the commercial portion of the Golden Valley Ranch development were installed by the developers, subdividers of the land. A condition of approval of the commercial development was the guarantee of on-going maintenance for the drainage system (Condition of Approval EN53). Most of the drainage improvements are acceptable to the Los Angeles County Flood Control District (LACFCD) and will be accepted into the County system for maintenance, and Lots 1 through 14 of Tract No. 52414- 01 have satisfied this condition. Storm Drain Line "D" is not acceptable to LACFCD and will not be accepted into their system. Therefore, for Lots 14, 15 and 16 to satisfy Condition of Approval EN53, the continued maintenance of Storm Drain Line "D" must be guaranteed through the establishment of a Drainage Benefit Assessment Area (DBAA) or some other form of guaranteed financing. Should the guaranteed maintenance not occur, the Condition of Approval for the development of these lots would not be satisfied and the lots would not be able to have Building Permits finalized or Certificates of Occupancy issued. Thus, the ability to develop these lots to construct a building or structure on the property is a particular and distinct special benefit conferred only to Lots 15, 16 and 17. Therefore, due to the satisfaction of Condition EN53, Lots 15, 16 and 17 are uniquely benefited by, and receive a direct advantage from, the guaranteed funding of maintenance for Storm Drain Line "D" improvements and are conferred a particular and distinct special benefit over and above general benefits. 2. Functionality of the Drainage System The southerly portion of the Golden Valley Ranch Commercial development is comprised of Lots 9 through 17 and is identified as the South Plaza area. These lots all function as a cohesive shopping plaza and are connected to each other through driving lanes and parking lots. Storm Drain Line "D" serves the area drains in the southerly quadrant of this plaza, including a portion of the truck delivery path of travel for this entire plaza. Because of this interconnectivity between portions of the South Plaza area, the proper maintenance and functioning of Storm Drain Line "D" provides a particular and distinct special benefit to all the properties in the South Plaza by allowing traffic to flow unimpeded by poor drainage. Therefore, Lots 9 through 17 are uniquely benefited by, and receive a direct advantage from, the proper functioning and maintenance of Storm Drain Line "D" improvements and are conferred a particular and 'distinct special benefit over and above general benefits. General Benefit . R \santa clanta\Admin 09-10\reports\DBAA\dbaa 09-10 19may09(Final) doc Harris & Associates City of Santa Clarita June 09, 2009 DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Page 19 • The drainage facilities are located within and/or immediate) adjacent yto properties within the Districts, and were installed and are maintained particularly and solely to serve, and for the benefit of, the properties within the Districts. Any benefit received by properties outside of the Districts is inadvertent and unintentional. Therefore, any general benefits associated with the drainage facilities of the District are merely incidental, negligible and non -quantifiable. Apportionment In DBAA Nos. 3, 6, 18, 19, 20, 22 and 2008-1, all the parcels in the District receive the same special benefit from the improvements due to their use and similar proximity to the improvements. Therefore, each parcel is assessed an equal amount. Or in the case of undeveloped parcels, these parcels are assessed for their proportionate share based on the number of proposed units to be built on that parcel. In DBAA 2008-2, the estimated costs are apportioned equally to each of the two categories of special benefit. All parcels receive the same degree of special benefit within each benefit category due to the similar (commercial) use of each parcel. Therefore, each parcel is assessed based on the proportionate gross acreage of each Assessor's parcel as a share of the total acres within each benefit category. Annual Escalators DBAA Nos. 20, 22, 2008-1 and 2008-2 were established with an annual assessment escalation clause, should the city choose to use it. The maximum assessment rate will increase based on the • annual change in the Consumer Price Index (CPI), during the preceding year, for All Urban Consumers, for the Los Angeles, Riverside and Orange County areas, published by the United States Department of Labor, Bureau of Labor Statistics (or a reasonably equivalent index should the stated index be discontinued). This year, the annual change in CPI is 0%, so the City is not proposing any escalated increase. • DBAA Nos. 3, 6, 18, and 19 were established without escalators. Assessment Rates DSAA No. FY 2008.09 Max Asmt Rata CPI Increase FY 2009.10 Max Asmt No, of Units/Ac's FY 2009.10 Actual Asmt FY 2009-10 Asnnt Revenues #3 $122.47 / Unit - $122 47 / Unit 232 $122.471 Unit $28,41304 #6 $159 00 / Unit - $159 00 / Unit 167 $159.001 Unit $26,55300 #18 $159 00 / Unit $159.00 / Unit 279 $159.00 / Unit $44,36100 #19 $19,00 / Unit - $19.00 / Unit 174 $19.00 / Unit $3,306.00 #20 $110 19/ Unit $0 00 / Unit $110 19 / Unit 281 $110.19 / Unit $30,963.39 #22 $269.77 / Unit $0.00 / Unit $269 77 / Unit 40 $269.77 I Unit $10,790.80 #2008.1 $215.29 / Unit $0.00 / Unit $215.29 / Unit 432 $215.291 Unit $93,005.28 #2008-2 Conditions $1,356.74 / Acres $0.00 / Unit $1,356 74 / Acres 972 $678.37 / Acres $6,59375 #2008.2 (South Plaza) $398 30 / Acres $000 /Unit, $398 30 / Acres 33.11 1 $199.15 / Acres 1 $6,59375 Feb'08 to Feb'09 CPI: 0.0% R•\santa clanta\Admin 09-10\reports\DBAA\dbaa 0940 19may09(Ftnal) doc Harris & Associates City of Santa Clarita June 09, 2009 DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Appendix A-1 APPENDIX A District Boundary Diagrams Exhibit A — DBAA #3 Exhibit B — DBAA #6 Exhibit C — DBAA #18 Exhibit D — DBAA #19 Exhibit E - DBAA #20 Exhibit F — DBAA #22 Exhibit G — DBAA 92008-1 Exhibit H — DBAA #2008-2 R \santa clanta\Admm 09-lfteports\DBAA\dbaa 09-10 19may09(Final) doc • • • Hams & Associates City of Santa Clarita June 09, 2009 DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Appendix A-2 0 Exhibit A — DBAA No. 3 • I W-11 CL w Sc6 (L 0 d.9 s o a aiS i y o Ha 3M/9X0; a Sl. -I lip, 4A 40 0 y W i W N H a F• r W W Z W m W Z R:\santa clarita\Admin 09-10\reports\DBAA\dbaa 09-10 19mayWffinal).doc Harris & Associates City of Santa Clarita DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Exhibit B — DBAA No. 6 June 09, 2009 Appendix A-3 low SWRN r '. f RAsanta clarita\Admin 09-10\reports\DBAA\dbaa 09-10 19may09(Final).doc • Harris & Associates J 8 3z �yill z 3 o o s. y a ' 3 W W (U m > > © a to i JJQ�� 1 of h �3 June 09, 2009 Appendix A-3 low SWRN r '. f RAsanta clarita\Admin 09-10\reports\DBAA\dbaa 09-10 19may09(Final).doc • Harris & Associates City of Santa Clarita June 09, 2009 DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Appendix A-4 0 Exhibit C — DBAA No. 18 • l� u W a z W H CAv AV W H N H u. W 9 z UjW M 1 w CKM"NE WY VU M st �j00000007,, 7 W J rlot u, wr 10 G R:\santa clarity\Admin 09- 10\reportsMAAWbaa 09-10 19may09(Final).doc nv 3aor�rstruv� "-.' .i 44 v� UP IW F � Wfig -Jeff�I-Maim M. 11's R w Z1V�si N WM 3, AV N0182)(va v ra3 e M st �j00000007,, 7 W J rlot u, wr 10 G R:\santa clarity\Admin 09- 10\reportsMAAWbaa 09-10 19may09(Final).doc nv 3aor�rstruv� "-.' .i Harris & Associates v� 3 F � Wfig `S 3, v ra3 e Harris & Associates City of Santa Clarita June 09, 2009 DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Appendix A-5 Exhibit D - DBAA No. 19 • Usanta clarita\Admin 09-10\reports\DBAA\dbaa 09-10 19may09(Final).doc I Harris & Associates X C - I AY �00l19b3153 H 9 �r nv MnoasaMsa _,l W W 4 g zq I _ + 1 CAMP PLENTY RD � ! t/f 7 ` ,` jai W Uj Uj {(ip t k v I MR AV AV a3SSVID 1 ypt�14 G+", P -4 Lu m '9L.' \IMNI u m 42 t IL • Usanta clarita\Admin 09-10\reports\DBAA\dbaa 09-10 19may09(Final).doc I Harris & Associates City of Santa Clarita June 09, 2009 DBAA Nos. 3, 6,18,19, 20, 22, 2008-1 and 2008-2 Appendix A-7 Exhibit F — DBAA No. 22 � 6� �s♦ %;�'y � ill Iil� •��� s W� _ nevao� H �4 - — ed�F9.'NLU Uj lu 17 L / ja•y'a ao��� L� � # alla f • • Usanta clarita`Admin 09-10`seports\DBAA\dbaa 09-10 19may09(Final).doc Harris & Associates E 0 City of Santa Clarita June 09, 2009 DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Appendix A-8 Exhibit G — DBAA No. 2008-1 k1lull AM "14 i..-- . RAsanta clarica\Admin 09- 10\reports\DBAA\dbaa 09-10 19may09ffinal).doc w m I Harris & Associates f An Ge U 13 -b . A: ono lu lu tir RAsanta clarica\Admin 09- 10\reports\DBAA\dbaa 09-10 19may09ffinal).doc w m I Harris & Associates City of Santa Clarita June 09, 2009 DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008.2 Appendix A-9 Exhibit H — DBAA No. 2008-2 City of Santa Clarita DBAA No. 2008-2 (Golden Valley Ranch -Commercial) Legend eVn De1M 2008.2 Parc We Parcel aouneary • a R:\santa clanm\Admin 09-10\reports\DBAA\dbaa 09-10 lQmay09(FinaI).doc 0 • is Hams & Associates • r City of Santa Clarita June 09, 2009 DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Appendix B-1 APPENDIX B Assessment Roll Drainage Benefit Assessment Area (DBAA) Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 The Assessment Roll for the Drainage Benefit Assessment Areas is hereby incorporated and made a part of this Report. The Assessment Rolls are on file at the City where they are available for public inspection. Reference is made to the Los Angeles County Assessment Roll for a description of the lots or parcels in each of the assessment districts. Usanta clarita\Admm 09-10\reports\DBAA\dbaa 09-10 19mayNffinal).doc MI Hams & Associates Final Engineer's Report for City of Santa Clarita Drainage Benefit Assessment Area (D BAA) Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Fiscal Year 2009-10 For the ' CITY OF SANTA CLARITA Los Angeles County, California ' June 09, 2009 1 City of Santa Clarita June 09, 2009 DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 ENGINEER'S REPORT Table of Contents Certifications...............................................................................1 Introduction................................................................................. 2 Report.......................................................................................... 3 Part A — Plans and Specifications .......................................... 5 Part B — Estimate of Cost ....................................................... 8 Part C — Assessment Diagram.............................................15 Part D — Assessment Roll....................................................15 Part E — Method of Apportionment of Assessment .............16 Appendices A Assessment Boundary Diagrams Exhibit A — DBAA #3 Exhibit B — DBAA #6 Exhibit C — DBAA # 18 Exhibit D — DBAA # 19 Exhibit E — DBAA #20 Exhibit F — DBAA #22 Exhibit G — DBAA #2008-1 Exhibit H — DBAA #2008-2 B Assessment Roll R \santa clarita\Admm 09- 10\reports\DBAA\dbaa 09-10 19may09(Final) doc Harris & Associates City of Santa Clarita June 09, 2009 ' DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Paae 1 ' ENGINEER'S REPORT CITY OF SANTA CLARITA ' DRAINAGE BENEFIT ASSESSMENT AREA (DBAA) NOS. 3,6,18,19,20,22,2008-1 AND 2008-2 The undersigned respectfully submits the enclosed report as directed by the City Council. DATED: May 19, 2009 BY: Joan E. ox R.C.E. No. 41965 I HEREBY CERTIFY that the enclosed Engineer's Report,her with Assessment Roll and Assessment Diagram thereto attached, was filed with me on the to e day of 2009. louuumuiuun.,/. x\0 Sharon .' �OSharon L. Dawson, City Clerk, v�P R,oavo,Rgr f��= City of Santa Clarita Q = Los Angeles County, California 3 Z DEC. 15, o a 19e7 O' cq(IFC?RNj��2?=� By I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and Assessment Diagram thereto attached, was approved and confirmed by the City Council of the City of Santa Clarita, California, on the 4j' day of , 2009. P ?� APogq O&�Y Z DEC. 15, 7987 t) cq</FORN\p Sharon L. Dawson, City Clerk, City of Santa Clarita Los Angeles County, California By J e^ " ` R RAsanm clarita\Admin 09-10\repoM\DBAA\dbaa 09-10 19may09(Fina1).doc Harris & Associates City of Santa Clarita June 09, 2009 DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Paqe 2 Introduction This report is prepared in compliance with the requirements of Article 4, Chapter 6.4, of the Benefit Assessment Act of 1982, (hereinafter referred to as the "Act") of the California Government Code. Pursuant to the Act, the City Council is the legislative body for the District and may levy annual assessments and act as the governing body for the operations and administration of the District. The Act provides for the levy of annual assessments after formation of an assessment district for the continued maintenance and servicing of the district improvements. The costs associated with the installation, maintenance, and service of the improvements may be assessed to those properties which are benefited by the installation, maintenance, and service. Right To Vote on Taxes Act (Proposition 218) On November 5 1996, the electorate approved Proposition 218, Right to Vote on Taxes Act, which added Articles XIIIC and XIIID to the California Constitution. The Proposition affects all assessments upon real property for a special benefit conferred on the property. Assessments imposed under the Benefit Assessment Act of 1982 are these types of assessments. However, the Proposition also exempts any assessments imposed to finance costs associated with drainage systems. In Santa Clarita, required drainage systems due to development of land may require the property owner, as a condition of development approval, to annex into or form a Drainage Benefit Assessment Area (DBAA) to pay for their on going maintenance. As such, owners and subsequent owners of benefiting parcels are assessed annually. Drainage Benefit Assessment Area (DBAA) Nos. 3, 6, 18, 20, 22, 2008-1 and 2008-2 were formed in this way. The one exception to the above formation process is DBAA No. 19, whose formation was initiated by a group of existing homeowners in response to rising ground water in their immediate neighborhood. Assessments for DBAA's 3, 6, 18 and 19 are exempt from the provisions of Proposition 218. However, subsequent increases, if any, will be subject to the procedures and approval process of Section 4 of Article XIIID. DBAA's 20, 22, 2008-1 and 2008-2 were established under the provisions of Proposition 218 and the maximum assessments may be increased by the annual change in CPI. If the annual assessment rates are increased above the maximum allowable assessment rates, then the increase will be subject to the procedures and approval process of Section 4 of Article XIIID. Assessments, if authorized by the City Council, would be placed on the 2009-10 Los Angeles County Property Tax Roll. Reserve funds would be used to fund the maintenance and service until assessment funds are distributed by the County Tax Collector in December of 2009. ' Usanta clanta\Admm 09-10\reports\DBAA\dbaa 09-10 19may09(Final) doc Harris & Associates ' Ci of Santa Clarita June 09 2009 City , DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Page 3 ' CITY OF SANTA CLARITA FISCAL YEAR 2009-10 ENGINEER'S REPORT PREPARED PURSUANT TO THE PROVISIONS OF THE BENEFIT ASSESSMENT ACT OF 1982 ARTICLE 4, CHAPTER 6.4 OF THE CALIFORNIA GOVERNMENT CODE Pursuant to Part 1, Division 2 of Title 5 of the Government of the State of California, and in accordance with the Resolution of Initiation adopted by the City Council of the City of Santa Clarita ' State of California, in connection with the proceedings for: CITY OF SANTA CLARITA DRAINAGE BENEFIT ASSESSMENT AREA (DBAA) NOS. 3,6,18,19,20,22,2008-1 AND 2008-2 Hereinafter referred to as the "Assessment District" or "District", I, Joan E. Cox, P.E., the authorized representative of Harris & Associates, the duly appointed ENGINEER OF WORK, submit herewith the 'Report" consisting of six (6) parts as follows: IPART A PLANS AND SPECIFICATIONS Plans and specifications for the improvements are as set forth on the lists thereof, attached hereto, and ' are on file in the Office of the City Engineer and are incorporated herein by reference. ' PART B ESTIMATE OF COST An estimate of the costs of the proposed improvements, including incidental costs and expenses in connection therewith, is as set forth on the lists thereof, attached hereto, and are on file in the Office of the City Clerk and incorporated herein by reference. PART C ASSESSMENT DIAGRAM The Diagram of the Assessment District Boundaries showing the exterior boundaries of the Assessment District and the lines and dimensions of each lot or parcel of land within the Assessment ' District. R \santa clanta\Admin 09-10\reports\DBAA\dbaa 09-10 19may09(Final) doc Harris & Associates City of Santa Clarita June 09, 2009 DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Paqe 4 The lines and dimensions of each lot or parcel within the Assessment District are those lines and dimensions shown on the maps of the Assessor of the County of Los Angeles for the fiscal year to which this Report applies. The Assessor's maps and records are incorporated by reference herein and made part of this Report. PART D ASSESSMENT ROLL An assessment of the estimated cost of the improvements on each benefited lot or parcel of land within the Assessment District. PART E METHOD OF ASSESSMENT The method of apportionment of assessments, indicating the proposed assessment of the net amount of the costs and expenses of the improvements to be assessed upon the several lots and parcels of land within the Assessment District, in proportion to the estimated benefits to be received by such lots and parcels. Usanta clanta\Admm 09-10\reports\DBAA\dbaa 09-10 19may09(Final) doc Harris & Associates ' Ci of Santa Clarita June 2 City 09, 009 ' DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Page 5 ' PART A Plans and Specifications ' The proposed services involve the maintenance and operation of surface and subsurface drainage systems constructed for Tract No. 36496 (DBAA No. 3); Tract No. 43528 (DBAA No. 6); Tract No. 44965 (DBAA No. 18); the Four Oaks Area (DBAA No. 19); Tract Nos. 47863, 46626, and 50536 (DBAA No. 20); Tract Nos. 51857 and 52372 (DBAA No. 22), Tract Nos. 53425-02 and 53425-03 (DBAA No. 2008-1), and Tract 52414-01, lots 9 through 17 (DBAA No. 2008-2 GVR Commercial) ' as shown in Appendix A. The services necessary for the Districts include, but are not limited to, and may be generally described ' as shown below: • DBAA No. 3: Whites Canyon Road and Nadal Street ' The drainage facilities consist of three observation wells without pumps and sixteen horizontal drains or hydraugers. The drainage facilities are shown on Exhibit A. Maintenance and operation of the drainage facilities involve: 1) periodic inspection, monitoring, and evaluations; 2) well unclogging and clean-out where necessary; 3) annual geologist review 1 with a report and recommendations; 4) installation of dewatering devices and other mitigation measures; and 5) periodic repairs, when necessary. • DBAA No. 6: Shangri-La Drive and Nathan Hill Road The drainage facilities consist of one pump station, three observation wells with pumps, six observation wells without pumps, one access shaft, and six hydraugers. The drainage facilities are shown on Exhibit B. ' Maintenance and operation of the drainage facilities involve: 1) periodic inspection, monitoring, and evaluations; 2) well unclogging and clean-out where necessary; 3) annual geologist review with a report and recommendations; 4) installation of dewatering devices and other mitigation ' measures; 5) pump station check; and 6) periodic repairs, when necessary. • DBAA No. 18: Bakerton Street rThe drainage facilities consist of one pump station, one sump pump drainage system, five access shafts, and twenty-one observation wells without pumps. The drainage facilities are shown on Exhibit C. Maintenance and operation of the drainage facilities involve: 1) periodic inspection, monitoring, and evaluations; 2) well and access shaft unclogging and clean-out where necessary; 3) annual geologist review with a report and recommendations; 4) installation of dewatering devices and other mitigation measures; 5) pump station check; and 6) periodic repairs, when necessary. i ' R \santa clanta\Admin 09- 10\reports\DBAA\dbaa 09-10 19may09(Final).doc Harris & Associates ' Ci of Santa Clarita June 0 2 City 9, 009 DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Page 6 ' • DBAA No. 19: Four Oaks east of Camp Plenty Road The drainage facilities consist of two pumps and two observation wells without pumps. The ' drainage facilities are shown on Exhibit D. Maintenance and operation of the drainage facilities involve: 1) periodic inspection, monitoring, and evaluations; 2) well unclogging and clean-out where necessary; 3) installation of dewatering devices and other mitigation measures; 4) pump station check; and 5) periodic repairs, when necessary. ' • DBAA No. 20: Whites Canyon Road and Canyon Crest Drive ' The drainage facilities consist of terrace drains, Swale drains, a 30 -inch storm drain and two flumes, and related structures and appurtenant facilities. The boundaries of DBAA No. 20 are shown on Exhibit E. ' Maintenance and operation of the drainage facilities involve: 1) periodic inspection, monitoring, and evaluations; 2) unclogging and clean-out where necessary; 3) annual geologist review with a ' report and recommendations; 4) installation of dewatering devices and other mitigation measures; and 5) periodic repairs, when necessary. • DBAA No. 22: Shadow Pines Boulevard and Narcissus Crest Avenue The drainage facilities consist of sub drains, terrace drains, parkway culverts, swale drains, down ' drains, inlet structures, flumes, stand pipes, debris walls, catch basins, and all storm drain and related structures and appurtenant facilities. The boundaries of DBAA No. 22 are shown on Exhibit F. ' Maintenance and operation of the drainage facilities involve: 1) periodic inspection, monitoring, and evaluations; 2) unclogging and clean-out where necessary; 3) annual geologist review with a report and recommendations; 4) installation of dewatering devices and other mitigation measures; and 5) periodic repairs, when necessary. • DBAA No. 2008-1: River Village The drainage facilities consist of two (2) water quality basins (extended detention basins). The boundaries of DBAA No. 2008-1 are shown on Exhibit G. The basins treat runoff from the portions of the River Village development. The water quality basins are extended dry detention basins with subsurface follow wetland that is vegetated and ' landscaped with native vegetation. Extended detention basins are basins whose outlets have been designed to detain the Stormwater runoff from a water quality design storm for some minimum time (e.g. 48 hours) to allow particles and associated pollutants to settle. Additionally, the basins have been designed to reduce the 2 -year peak flow from the post -development condition to the pre - development condition. The difference in the pre -and post -development Stormwater runoff generated by a 2 -year storm, and by a 0.75 -inch (first flush) storm, will be collected, detained, and R \santa clanta\Admm 09- 1 O\reports\DBAA\dbaa 09-10 19may09(Final).doc Harris & Associates ' Cit of Santa Clarita June 09, 2009 ' DBAA Nos, 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Page 7 ' treated in the basins, before it is released into the Santa Clara River. Regular maintenance is required in order for the basins to function correctly within the design parameters. ' Maintenance and operation of the drainage facilities involve but are not limited to: 1) silt/debris removal; 2) landscaping replacement; 3) replacement of piping and gravel media as needed; 4) storm damage repair; and 5) annual review with a report and recommendations. • DBAA No. 2008-2: Golden Valley Ranch — Commercial ' The proposed services involve the maintenance and operation of Storm Drain Line "D" in Tract 52414-01 and all lateral lines associated with Line "D", including the CDS units. Storm Drain Line "D" drains portions of the Golden Valley Ranch Commercial development and is the only ' storm drain line that is not being accepted into the Los Angeles County Flood Control District's system. Regular maintenance is required in order for the storm drain line and lateral lines to function correctly within the design parameters. The services necessary for the District include, but are not limited to, and may be generally described as: 1) maintenance costs, 2) reporting and consulting, 3) monitoring, and 4) annual review with a report and recommendations. ' Plans and Specifications for the improvements for the 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 where they are available for public inspection. ' R \santa clanta\Admm 09- 10\reports\DBAA\dbaa 09-10 19may09(Final) doc Harris & Associates ' Cit of Santa Clarita June 09 2009 Y , DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Page 8 ' PART B Estimate of Cost 1 The Act provides that the estimated costs of the improvements shall include the total cost of the improvements for Fiscal Year 2009-10, including incidentals, which may include reserves to operate the District until funds are transferred to the City from the County around December 10 of the next fiscal year. The Act also provides that the amount of any surplus, deficit or contribution be included in the estimated cost of improvements. The net amount to be assessed on the lots or parcels within each ' district is the total cost of maintenance and servicing with adjustments either positive or negative for reserves, surpluses, deficits, and/or contributions. Estimated costs of improvements for the Districts are voluminous and are not bound in this report, but by this reference are incorporated and made a part of this report. The estimated costs are on file at the City where they are available for public inspection. ' Drainage Area Assessment District (DBAAI No. 3 Description 2009/10 Cost Estimate Revenues $377,20800 Assessment Revenues $28,41300 Interest/ Other Revenues $6,24000. Total Revenues $34,653.00 Expenditures $365,176 00 Personnel Costs $5,63500 —Operations and Maintenance Costs $13,88800 Administration $11,60000 Total Expenditures $31,123.00 Capital Improvements Total Capital Improvements $0.00 Total Annual Fund Status - Surplus / (Deficit) $3,530.00 Fund Analysis Estimabd Fund Balance 7/01/09 $377,20800 Estimated Revenues FY 09-10 (Assessments/ Interest $34,65300 Estimated Expenditures FY 09-10 $31,12300 Estimated Operatng Reserves (50% of Operating Costs) $15,56200 Estimafied Fund Balance (6/30/10) $365,176 00 A Future/Reserve fund has been established for DBAA No. 3 to cover the first six months of expenses annually before collection from the County has been received, as well as unexpected expenses. The funds have been allowed to build up gradually in anticipation of any maintenance costs that can and do occur when there is a great amount of rainfall during the year. ' R \santa clanta\Admm 09-10\reports\DBAA\dbaa 09-10 19may09(Final) doc Harris & Associates City of Santa Clarita DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Drainage Area Assessment District (DBAA) No. 6 June 09, 2009 Page 9 Description 2009/10 Cost Estimate Revenues $000 Assessment Revenues $26,55300 Interest / Other Revenues $0.00 Total Revenues $26,553.00 Expenditures $162,95600 Personnel Costs $5,63500 Operations and Maintenance Costs $88,941.00 Administration $10,570.00 Total Expenditures $105,146.00 Capital Improvements Total Capital Improvements $31,790.00 Total Annual Fund Status -Surplus /(Deficit) ($110,383.00) Fund Analysis Estimated Fund Balance (7/01/09) $000 Estimated Revenues FY 09-10 (Assessments/ Interest) $26,55300 Estimated Expenditures FY 09-10 $136,93600 Estimated Operating Reserves (50% of Operating Costs) $52,573.00 City Contribution $162,95600 Estimated Fund Balance (6/30/10) $0001 A Future/Reserve fund has been established for DBAA No. 6; however, those funds have now been depleted and the fund is operating in a deficit, requiring a City Contribution to maintain the required levels of on-going maintenance. Operations and capital costs for this year are increased to meet water quality requirements of the Los Angeles Regional Water Quality Control Board. R \santa clanta\Admm 09-10\reports\DBAA\dbaa 09-10 19mayWff anal) doc Harris & Associates ii City of Santa Clarita DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Drainage Area Assessment District (DBAA) No. 18 June 09, 2009 Paqe 10 Description 2009/10 Cost Estimate Revenues $000 Assessment Revenues $44,361 00 Interest / Other Revenues $000 Total Revenues $44,361.00 Expenditures $477,07900 Personnel Costs $5,63500 Operations and Maintenance Costs $251,78500 Administration $18,34000 Total Expenditures $275,760.00 Capital Improvements Total Capital Improvements $107,800.00 Total Annual Fund Status -Surplus /(Deficit) ($339,199.00) Fund Analysis Estimated Fund Balance (7/01/09) $000 Estimated Revenues FY 09-10 Assessments / Interest $44,36100 Estimated Expenditures FY 09-10 $383,560.00 Estimated Operating Reserves (50% of Operating Costs) $137,880.00 City Contribution $477,07900 Estimated Fund Balance (6/30/10) $0 00 A Future/Reserve fund has been established for DBAA No. 18; however, those funds have now been depleted and the fund is operating in a deficit, requiring a City Contribution to maintain the required levels of on-going maintenance. Operations and capital costs for this year are increased to meet water quality requirements of the Los Angeles Regional Water Quality Control Board. ' R \santa clanta\Admm 09-10\reports\DBAA\dbaa 09-10 19may09(hnal) doc I Harris & Associates City of Santa Clarita DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Drainaqe Area Assessment District (D BAA) No. 19 June 09, 2009 Page 11 Description 2009/10 Cost Estimate Revenues $000 Assessment Revenues $3,30600 Interest/ Other Revenues $3,42000 Total Revenues $6,726.00 Expenditures $44,817.00 Personnel Costs $4,333.00 Operations and Maintenance Costs $28,669.00 Administration $1,36000 Total Expenditures $34,362.00 Capital Improvements Total Capital Improvements $0.00 Total Annual Fund Status - Surplus / (Deficit) ($27,636.00) Fund Analysis Estimated Fund Balance 7/01/09 $000 Estimated Revenues FY 09-10 Assessments/ Interest $6,726.00 Estimated Expenditures FY 09-10 $34,362.00 Estimaled Operating Reserves (50% of Operating Costs) $17,181.00 City Contribution $44,817.00 Estimated Fund Balance (6/30/10) $0001 A Future/Reserve fund has been established for DBAA No. 19; however, those funds have now been depleted and the fund is operating in a deficit, requiring a City Contribution to maintain the required levels of on-going maintenance. R \.santa clanta\Admm 09-10\reports\DBAA\dbaa 09-10 19may09(Final) doc Harris & Associates City of Santa Clarita DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Drainage Area Assessment District (DBAA) No. 20 June 09, 2009 Page 12 Description 2009/10 Cost Estimate Revenues $182,588.00 Assessment Revenues $30,96300 Interest / Other Revenues $3,12000 Total Revenues $34,083.00 Expenditures $170,86100 Personnel Costs $000 Operations and Maintenance Costs $20,11000 Administration $10,43000 Total Expenditures $30,540.00 Capital Improvements Total Capital Improvements $0.00 Total Annual Fund Status -Surplus /(Deficit) $3,543.00 Fund Analysis Estimated Fund Balance (7/01/09) $182,588.00 Estimated Revenues FY 09-10 (Assessments / Interest) $34,083.00 Estimated Expenditures FY 09-10 $30,54000 Estimated Operating Reserves 50% of Operating Costs $15,27000 Estimated Fund Balance (6/30/10) $170,86100 A Future/Reserve fund has been established for DBAA No. 20 to cover the first six months of expenses annually before collection from the County has been received, as well as unexpected expenses. The funds have been allowed to build up gradually in anticipation of any maintenance costs that can and do occur when there is a great amount of rainfall during the year. R \santa clarrta\Admm 09-10\reports\DBAA\dbaa 09-10 19may09(Final) doc Harris & Associates 1 1 1 1 1 1 1 1 1 1 1 City of Santa Clarita DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Drainage Area Assessment District (DBAA) No. 22 June 09, 2009 Paqe 13 Description 2009/10 Cost Estimate Revenues $26,816.00 Assessment Revenues $10,79100 Interest / Other Revenues $480.00 Total Revenues $11,271.00 Expenditures $24,144.00 Personnel Costs $000 Operations and Maintenance Costs $5,67500 Administraton $3,620.00 Total Expenditures $9,295.00 Capital Improvements Total Capital Improvements $0.00 Total Annual Fund Status -Surplus / (Deficit) $1,976.00 Fund Analysis Estimated Fund Balance (7/01/09) $26,816.00 Estimated Revenues FY 09-10 (Assessments / Interest) $11,271 00 Estimated Expenditures FY 09-10 $9,29500 Estimated Operating Reserves 50% of Operating Costs $4,64800 Estimated Fund Balance (6/30/10) $24,144.00 A Future/Reserve fund has been established for DBAA No. 22 to cover the first six months of expenses annually before collection from the County has been received, as well as unexpected expenses. The funds have been allowed to build up gradually in anticipation of any maintenance costs that can and do occur when there is a great amount of rainfall during the year. R \santa clanta\Admm 09- 1 O\reports\DBAA\dbaa 09-10 19may09(Final) doc Harris & Associates 1 1 1 1 1 1 1 1 1 1 1 1 City of Santa Clarita DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Drainage Area Assessment District (DBAA) No. 2008-1 June 09, 2009 Paae 14 Description 2009/10 Cost Estimate Revenues $38,55100 Assessment Revenues $93,00500 Interest / Other Revenues $1,44000 Total Revenues $94,445.00 Expenditures $119,331.00 Personnel Costs $000 Operations and Maintenance Costs $8,90000 Administration $21000 Total Expenditures $9,110.00 Capital Improvements Total Capital Improvements $0.00 Total Annual Fund Status -Surplus /(Deficit) $85,335.00 Fund Analysis Estimated Fund Balance (7/01/09) $38,55100 Estimated Revenues FY 09-10 (Assessments / Interest) $94,445.00 Estimated Expenditures FY 09-10 $9,110.00 Estimated Operating Reserves (50% of Operating Costs) $4,55500 Estimated Fund Balance (6/30/10) $119,331.00 A Future/Reserve fund has been established for DBAA No. 2008-1 to cover the first six months of expenses annually before collection from the County has been received, as well as unexpected expenses. The funds have been allowed to build up gradually in anticipation of any maintenance costs that can and do occur when there is a great amount of rainfall during the year. R \santa clantaWdmm 09-10\reports\DBAA\dbaa 09-10 19may09(Final) doc Harris & Associates City of Santa Clarita June 09, 2009 DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Page 15 Drainage Area Assessment District (DBAA) No. 2008-2 Description 2009/10 Cost Estimate Revenues $20,207.00 Assessment Revenues $13,188.00 Interest / Other Revenues $72000 Total Revenues $13,908.00 Expenditures $14,615 00 Personnel Costs $3,000.00 Operations and Maintenance Costs $9,790.00 Administration $210.00 Total Expenditures $13,000.00 Capital Improvements Total Capital Improvements $0.00 Total nnual Fund Status -Surplus a ici $908.00 Fund Analysis Estimated Fund Balance (7/01/09) $20,207.00 Estimated Revenues FY 09-10 (Assessments / Interest) $13,90800 Estimated Expenditures FY 09-10 $13,000.00 Estimated Operating Reserves (50% of Operating Costs) $6,500.00 Estimated Fund Balance (6/30/10) $14,615 00 A Future/Reserve fund is being established for DBAA No. 2008-2 to cover the first six months of expenses annually before collection from the County has been received, as well as unexpected expenses. The funds will be allowed to build up gradually in anticipation of any maintenance costs that can and do occur when there is a great amount of rainfall during the year. ' R \santa claritaWdmm 09- 10\reports\DBAA\dbaa 09-10 19may09(Final) doc I Harris & Associates ' City of Santa Clarita June 09 2009 DBAA Nos, 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Page 16 ' PART C Assessment Diagram ' The boundary diagram for each Drainage Benefit Assessment Area is included herein as Appendix A, and is part of this report. ' The lines and dimensions of each lot or parcel within the Districts are those lines and dimensions shown on the maps of the Assessor of the County of Los Angeles for the fiscal year to which this ' Report applies. The Assessor's maps and records are incorporated by reference herein and made part of this Report. ' PART D ' Assessment Roll All assessed lots or parcels of real property within the Districts are listed on the Assessment Roll. The ' Assessment Roll states the net amount to be assessed upon assessable lands within the Districts for Fiscal Year 2009-10, shows the Fiscal Year 2009-10 assessment upon each lot and parcel within the Districts, and describes each assessable lot or parcel of land within the Districts. These lots are more ' particularly described in the Assessment Roll, which is included in this Report as Appendix B. The list is keyed to the records of the Assessor of the County of Los Angeles which are incorporated herein by reference. ' R \santa clanta\Admm 09-10\reports\DBAA\dbaa 09-10 19may09(Final) doc Harris & Associates ' City of Santa Clarita June 09 2009 DBAA Nos, 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Page 17 ' PART E Method of Assessment ' The following is the approved assessment methodologies for the Drainage Benefit Assessment Area Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2: Background The Benefit Assessment Act of 1982 (the Act) provides that assessments may be apportioned upon all ' assessable lots or parcels of land within an assessment district in proportion to the estimated benefits to be received by each lot or parcel from the improvements. In addition, Proposition 218 requires that a parcel's assessment may not exceed the reasonable cost of the proportional special benefit conferred on that parcel. The Proposition provides that only special benefits are assessable, and the City must ' separate the general benefits from the special benefits conferred on a parcel. A special benefit is a particular and distinct benefit over and above general benefits conferred on the public at large, including real property within the Districts. The general enhancement of property value does not ' constitute a special benefit. Special Benefit DBAA Nos. 3, 6, 18, 19, 20, 22 and 2008-1 ' The installation and continued maintenance of drainage improvements by the developers, subdividers of the land, was guaranteed through the establishment of a Drainage Benefit Assessment Area as a condition of subdivision and development. Had the installation of the improvements and the guaranteed maintenance not occurred, the lots would not have been established and could not have been sold to any distinct and separate owner. Thus, the ability to establish each distinct and separate lot which permits the construction of a building or structure on ' the property and the ownership and sale of the distinct lot in perpetuity is a particular and distinct special benefit conferred only to the real property located in the District. All the lots are established at the same time once the conditions regarding the improvements and ' the continued maintenance are guaranteed. As a result, each lot within the District is conferred a particular and distinct special benefit from the improvements and to the same degree. DBAA No. 3 is a multi -family residential development and is assessed based on the number of dwelling units ' within the development. DBAA Nos. 6, 18, 19, 20, 22 and 2008-1 are single-family residential developments and each developable lot is one dwelling unit, so these developments are assessed based on the number of dwelling units within them. ' The drainage improvements of the district were established to provide for surface and/or subsurface water removal in order to promote and maintain desirable soil conditions, soil stability ' and/or slope stability of, and specifically related to, the subdivided lots within the district; thus, the drainage improvements, and the continued maintenance thereof, confer a particular and distinct special benefit to the real property located within the district. ' In addition, all of the above contributes to a specific increase in property desirability and a specific enhancement of the property value of each parcel within the district which confers a particular and distinct special benefit upon the real property located within the district. ' R \santa clanta\Admm 09- 1 O\reports\DBAA\dbaa 09-10 I9may09(Final) doe I Harris & Associates tCity of Santa Clarita June 09 2009 DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Page 18 DBAA No. 2008-2 There are two (2) categories of special benefits identified for DBAA 2008-2: ' 1. The benefit related to the satisfaction of a Condition of Development, and 2. The benefit related to the functionality of the drainage system. ' 1. Satisfaction of Conditions of Development ' The drainage improvements for the commercial portion of the Golden Valley Ranch development were installed by the developers, subdividers of the land. A condition of approval of the commercial development was the guarantee of on-going maintenance for the ' drainage system (Condition of Approval EN53). Most of the drainage improvements are acceptable to the Los Angeles County Flood Control District (LACFCD) and will be accepted into the County system for maintenance, and Lots 1 through 14 of Tract No. 52414-01 have ' satisfied this condition. Storm Drain Line "D" is not acceptable to LACFCD and will not be accepted into their system. Therefore, for Lots 14, 15 and 16 to satisfy Condition of Approval EN53, the continued maintenance of Storm Drain Line "D" must be guaranteed through the establishment of a Drainage Benefit Assessment Area (DBAA) or some other form of guaranteed financing. Should the guaranteed maintenance not occur, the Condition of ' Approval for the development of these lots would not be satisfied and the lots would not be able to have Building Permits finalized or Certificates of Occupancy issued. Thus, the ability to develop these lots to construct a building or structure on the property is a particular and ' distinct special benefit conferred only to Lots 15, 16 and 17. Therefore, due to the satisfaction of Condition EN53, Lots 15, 16 and 17 are uniquely ' benefited by, and receive a direct advantage from, the guaranteed funding of maintenance for Storm Drain Line "D" improvements and are conferred a particular and distinct special benefit over and above general benefits. 2. Functionality of the Drainage System The southerly portion of the Golden Valley Ranch Commercial development is comprised of ' Lots 9 through 17 and is identified as the South Plaza area. These lots all function as a cohesive shopping plaza and are connected to each other through driving lanes and parking lots. Storm Drain Line "D" serves the area drains in the southerly quadrant of this plaza, including a portion of the truck delivery path of travel for this entire plaza. Because of this interconnectivity between portions of the South Plaza area, the proper maintenance and functioning of Storm Drain Line "D" provides a particular and distinct special benefit to all the properties in the South Plaza by allowing traffic to flow unimpeded by poor drainage. ' Therefore, Lots 9 through 17 are uniquely benefited by, and receive a direct advantage from, the proper functioning and maintenance of Storm Drain Line "D" improvements and are conferred a particular and distinct special benefit over and above general benefits. ' R \santa clantaWdmm 09-10\reports\DBAA\dbaa 09-10 19may0ff anal) doc Harris & Associates City of Santa Clarita June 09, 2009 DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Page 19 General Benefit The drainage facilities are located within and/or immediately adjacent to properties within the Districts, and were installed and are maintained particularly and solely to serve, and for the benefit of, the properties within the Districts. Any benefit received by properties outside of the Districts is inadvertent and unintentional. Therefore, any general benefits associated with the drainage facilities of the District are merely incidental, negligible and non -quantifiable. Apportionment ' In DBAA Nos. 3, 6, 18, 19, 20, 22 and 2008-1, all the parcels in the District receive the same special benefit from the improvements due to their use and similar proximity to the improvements. Therefore, each parcel is assessed an equal amount. Or in the case of undeveloped parcels, these ' parcels are assessed for their proportionate share based on the number of proposed units to be built on that parcel. 1 1 In DBAA 2008-2, the estimated costs are apportioned equally to each of the two categories of special benefit. All parcels receive the same degree of special benefit within each benefit category due to the similar (commercial) use of each parcel. Therefore, each parcel is assessed based on the proportionate gross acreage of each Assessor's parcel as a share of the total acres within each benefit category. Annual Escalators DBAA Nos. 20, 22, 2008-1 and 2008-2 were established with an annual assessment escalation clause, should the city choose to use it. The maximum assessment rate will increase based on the annual change in the Consumer Price Index (CPI), during the preceding year, for All Urban Consumers, for the Los Angeles, Riverside and Orange County areas, published by the United States Department of Labor, Bureau of Labor Statistics (or a reasonably equivalent index should the stated index be discontinued). This year, the annual change in CPI is 0%, so the City is not proposing any escalated increase. DBAA Nos. 3, 6, 18, and 19 were established without escalators. Assessment Rates DBAA No. FY 2008-09 Max Asmt Rate CPI Increase FY 2009-10 Max Asmt No. of Units/Ac's FY 2009-10 Actual Asmt FY 2009-10 Asmt Revenues #3 $122 47 / Unit - $122 47 / Unit 232 $122.47 / Unit $28,41304 #6 $159 00 / Unit - $159 00 / Unit 167 $159.00 / Unit $26,55300 #18 $159 00 / Unit - $159 00 / Unit 279 $159.00 / Unit $44,361 00 #19 $19 00 / Unit - $19 00 / Unit 174 $19.00 / Unit $3,30600 #20 $11019 / Unit $0 00 / Unit $110 19 / Unit 281 $110.19 / Unit $30,96339 #22 $269 77 / Unit $0 00 / Unit $269 77 / Unit 40 $269.77 / Unit $10,79080 #2008-1 $215 29 / Unit $0 00 / Unit $215 29 / Unit 432 $215.29 / Unit $93,00528 #2008-2 (Conditioned) $1,356 74 / Acres $0 00 / Unit $1,356 74 / Acres 972 $678.37 / Acres $6,59375 #2008-2 South Plaza) $398 30 / Acres $0 00 / Unit $398 30 / Acres 3311 $199.15 /Acres, $6,59375 Feb'08 to Feb '09 CPI 0 0% ' R \santa clanta\Admm 09-10\reports\DBAA\dbaa 09-10 19may09(Final) doc I Harris & Associates City of Santa Clarita June 09, 2009 DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Appendix A-1 APPENDIX A District Boundary Diagrams Exhibit A - DBAA #3 Exhibit B - DBAA #6 Exhibit C — DBAA # 18 Exhibit D — DBAA # 19 Exhibit E — DBAA #20 Exhibit F — DBAA #22 Exhibit G — DBAA #2008-1 Exhibit H — DBAA #2008-2 R \santa clanta\Admm 09-10\reports\DBAA\dbaa 09-10 19may09(Final) doc I Harris & Associates City of Santa Clarita June 09, 2009 DBAA Nos. 3, 1, 18, 19, 20, 22, 2008-1 and 2008-2 Appendix A-2 Exhibit A — DBAA No. 3 I I I I I I 11 LL 0 C E , .2 8' gnu cN W Q o zoo ern j5 '6 IATA m Lj J. _V� C" z LU U) Ul LL. 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'-w-M LU _AP _-Ov R, N j A - %;zq V LU 31 X"a' n CAMP PLENTY RD 51. w-0 I VLLI�_ Ul LU U6 3400vewiLS3, Q. LU %;zq V LU 31 _'d LU CO LUU. W i�A 0 qn,, z _M, Mh_,� llw� _2 OC, OAL RF J, "P _ pq u, n� t_,O 0, i'l IK, z , Ir _�� - W 0 UJ ~'1_'4� V� _ - - , - —_ , ll�� �,m,: �,,�-a w - V F-� , JEt 6 N, T q� v- Ir'_' ILI& 3ER AV AV 113SSVIS _>f' "W X"a' IM m MOU, k R \santa clarita\Admin 09- 1 O\reports\DBAA\dbaa 09-10 19may09(Final) doc I Harris & Associates n LU U6 3400vewiLS3, Q. LU Z LU 31 LU CO LUU. W i�A 0 z Mh_,� llw� _2 OC, OAL RF "P IM m MOU, k R \santa clarita\Admin 09- 1 O\reports\DBAA\dbaa 09-10 19may09(Final) doc I Harris & Associates City of Santa Clarita DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Exhibit E — DBAA No. 20 June 09, 2009 Appendix A-6 ' ,''4i� \,t;,y-'wl� =r.`��aili"'1'''\`•14," a��i{ �>LI+•!w ti'; _ ..1 = , y.w AM OK �= *•-dun'... j'>�` �-i��,,,, '� +' ter:,, - = Cf'- - ..�J - - .:. _ _� _ �?%K ice'.,! i•' �V~=> { � ,2: T fi? Y E..,,�._.. f. - Y.^� � y r �.<<• •=ter .;,µ R \santa clanta\Admm 09-10\reports\DBAA\dbaa 09-10 19may09(Final) doc = I Harris & Associates 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 City of Santa Clarita DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Exhibit F — DBAA No. 22 Ml z LU LAW LU M MEMO' SI W I ,•tow ! \ Z June 09, 2009 Appendix A-7 � 4 � 'was ��- • %V� \ �� � \� 4 =A -A. ." \ � / / I Cot #-)i •. ,, ;,% - . �� _��� '��: oma, � o I R \santa clarrta\Admm 09-10\reports\DBAA\dbaa 09-10 19may09(Final) doc Harris & Associates 1 1 1 1 City of Santa Clarita DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Exhibit G — DBAA No. 2008-1 June 09, 2009 Appendix A-8 R \santa clanta\Admm 09-10\reports\DBAA\dbaa 09-10 19may09(Final) doc Harris & Associates 1 t City of Santa Clarita DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Exhibit H — DBAA No. 2008-2 City of Santa Clarita DBAA No. 2008-2. (Golden Valley Ranch - Commercial) �'i t � �� r-� :7•� v 20 Legend <t= GVR DBAA 2008-2 Parcels Parcel Boundary R \santa clanta\Admm 09-10\reports\DBAA\dbaa 09-10 19may09(Final) doc June 09, 2009 Appendix A-9 Harris & Associates City of Santa Clarita June 09, 2009 DBAA Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 Appendix B-1 APPENDIX B Assessment Roll Drainage Benefit Assessment Area (DBAA) Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2 The Assessment Roll for the Drainage Benefit Assessment Areas is hereby incorporated and made a part of this Report. The Assessment Rolls are on file at the City where they are available for public inspection. Reference is made to the Los Angeles County Assessment Roll for a description of the lots or parcels in each of the assessment districts. R \santa clanta\Admin 09-10\reports\DBAA\dbaa 09-10 19may09(Final) doc I Harris & Associates Final Combined Engineer's Report for City of Santa Clarita Landscape Maintenance Districts Fiscal Year 2009-10 Forthe CITY OF SANTA CLARITA Los Angeles County, California June 9, 2009 0 City" of Santa Clarita June 9, 2009 Lindscape'Maintenance Districts Combined Engineer's Report, FY 2009=10 Page i C� J TABLE OF CONTENTS Certificates.....................................................................................................................1 Introduction...................................................................................................................2 Report............................................................................................................................4 Part A - Plans and Specifications............................................................................5 PartB - Estimate of Cost.........................................................................................9 Part C - Method of Apportionment of Assessment...............................................11 PartD - Assessment Roll.......................................................................................19 Part E - Assessment Diaoram................................................................................19 is • Harris & Associates rAsanta clarita admin 09-10\reportsVmd\Imd fy09-10 final rpt 29may09.doc • City of Santa Clarita June 9, 2009 Landscape Maintenance Districts Combined Engineers Report, FY 2009-10 Page 1 CITY OF SANTA CLARITA LANDSCAPE MAINTENANCE DISTRICTS COMBINED ENGINEER'S REPORT CERTIFICATES The undersigned acting on behalf of Harris & Associates, respectfully submits the enclosed Engineer's Report as directed by City Council pursuant to the provisions of Section 4 of Article XIUD of the California Constitution, and provisions of the Landscaping and Lighting Act of 1972, Section 22500 et seq. of the California Streets and Highways Code. The undersigned certifies that she is a Professional Engineer, registered in the State of California. Dated: June 9, 2009 BY: Joan E. Cox R.C.E. No. 41965 I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and Assessment Diagram thereto attached, was filed with me on the day of , 2009. Sharon L. Dawson, City Clerk City of Santa Clarita Los Angeles County, California I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and Assessment Diagram thereto attached, was approved and confirmed by the City Council of the City of Santa Clarita, California, on the day of 92009. Osanta clantaladmm 09-101reportsVmdVmd fy09-10 final rpt 29may09 doc Sharon L. Dawson, City Clerk City of Santa Clarita Los Angeles County, California = I Harris & Associates City of Santa Clarita June 9, 2009 Landscape Maintenance Districts Combined Engineer's Report, FY 2009-10 Page 2 INTRODUCTION 0 The City of Santa Clarita ("City") annually levies and collects special assessments in order to maintain the improvements within City initiated Landscape Maintenance District Nos. 1, T1, A2 and County initiated District T1A (ad valorem district), (collectively referred to as the "Districts"). The Districts were formed and annual assessments are established pursuant to the Landscape and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code (the "Act"). This report includes all Zones and Annexations that have been approved by the Council prior to April 30, 2008. On March 11, 2008, City Council conducted a public hearing and collected ballots for the annexations into, detachments from, creation of new zones, dissolution of existing zones, and assessment rate adjustments in Landscape Maintenance District Numbers 1, A2 and Tl (various zones). Notices and ballots were mailed to all affected property owners, outlining the changes to the methodology and stating the assessment amount proposed for each property and that a CPI escalator was included in the District. On March 13, 2008 the ballot results were tabulated. Eighty-one percent (811/o) of the returned assessment ballots approved the modifications to the Districts, the assessment rates and the escalator. In the afore -mentioned proceedings, Zone 2008-1 replaced the bulk of the Area -Wide Tl landscape assessments that provided for the maintenance of roadway medians located throughout the City. The formation of Zone 2008-1 consolidated several T1 zones and annexations into a uniform methodology resulting in a more fair apportionment of the median costs. The following lists all the Zones or Annexations that have been inactive or that were dissolved or detached per the Final Engineer's Report dated March 19, 2008 and will no longer be part of the budget or other tables in this report: District 1, Zone 1 -Annexation IE District 1, Zone 12 District T 1, Annexations: T1A, T113, TIC, TID, TIE, T1F, TIG, TIH, T1I, TIJ, T1K, TIL, TIN, TIO, T1P, T1R, TIT, T1X, TIY, T1Z, T1-27, T1-28, T1-29, T1-30, T1-32, T1-33 and T1-34 District T1, Zone T9 (including Annexations A -G) District T1, Zone T10 (incliiding Annexations A -G) District A2, Annexations 1, 6 and 8 All other Zones or Annexations within Districts 1, TI and A2 provide for the maintenance of landscaping located within district developments. District 1, Tract 44374 (Woodlands) is currently inactive but could be reactivated at any time District TIA is an ad valorem district that was formed by the County under the Improvement Act of 1911, prior to the transfer of jurisdiction to the City. This district collects revenue directly from property taxes and is separate from the 1972 Act landscape districts. District T1A requires no LJ Harris & Associates r \santa clanta\admin 09-10\reports\Imd\Imd fy09-10 final rpt 29may09 doc City of Santa Clarita June 9, 2009 Landscape Maintenance Districts Combined Engineer's Report, FY 2009-10 Page 3 Council action at this time, but is hereby referenced in this report as a part of the landscape maintenance program within the City. In addition to the City initiated Districts, the responsibility for several County maintained Landscape Maintenance Zones was transferred to the City's jurisdiction beginning in 1997. The County, through the Department of Parks and Recreation, had previously administered these Zones which had provided for the maintenance and servicing of the landscape improvements located in medians and common areas throughout the City. Pursuant to the Act, the City Council is the legislative body for the Districts and Zones and may levy annual assessments acting as the governing body for the operations and administration of the Districts. This Combined Engineer's Report ("Report") describes the Districts, any annexation zones or changes to the Districts and the proposed assessments for Fiscal Year 2009-10. The proposed assessments are based on the historical and estimated costs to maintain the improvements that provide direct and special benefits to properties within the Districts. The costs of the improvements and the annual levy include all expenditures, deficits, surpluses, revenues, and reserves. Each parcel is assessed proportionately for only those improvements provided and for which the parcel receives special benefits. Following consideration of all public comments and written protests at a noticed public hearing and review of the Report, the City Council may order amendments to the Report or confirm the Report as submitted. Following final approval of the Report and confirmation of the assessments, the Council may order the levy and collection of assessments for Fiscal Year 2009-10 pursuant to the Act. Once the levy is approved, the assessment information will be submitted to the County Auditor -Controller and included on the property tax roll for each benefiting parcel for Fiscal Year 2009-10. • Effects of Proposition 218 11 On November 5 1996, the electorate approved Proposition 218, Right to Vote on Taxes Act, which added Articles XIIIC and XIIID to the California Constitution. The Proposition affects all assessments upon real property for a special benefit conferred on the property: Assessments imposed under the Landscaping and Lighting Act of 1972 are these types of benefit assessments. The provisions of Proposition 218 can be summarized in four general areas: 1. Strengthens the general and special tax provisions of Propositions 13 and 62; 2. Extends the initiative process to all local taxes, assessments, fees and charges; 3. Adds substantive and procedural requirements to assessments; and 4. Adds substantive and procedural requirements to property -related fees and charges. Prior to Proposition 218, property owners petitioned Zones that were added to the Districts. Subsequent to Proposition 218, all property owners were balloted for inclusion into the Districts in order to be in compliance with Proposition 218. This Report does not propose to increase the assessments for the Districts, including any Zones or Annexations, above the approved annual Consumer Price Index (CPO for all Urban Consumers, Los Angeles — Orange — Riverside Counties, CA. Increases, if any, above this amount were addressed in separate reports approved at prior Council meetings. Subsequent increases, if any, will be subject to the procedures and approval process of Section 4 of Article XIIID. r \santa clariMadmin 09-10\reportsllmd\Imd fy09-10 final rpt 29may09 doc Harris &Associates �fj''•A fel ���i�j'1' 1 � .�' ' .f—V� � ilk I City of Santa Clarita June 9, 2009 Landscape Maintenance Districts Combined Engineer's Report, FY 2009-10 Page 4 FISCAL YEAR 2009.10 ENGINEER'S REPORT PREPARED PURSUANT TO THE PROVISIONS OF THE LANDSCAPING AND LIGHTING ACT OF 1972 SECTION 22500 THROUGH 22679 OF THE CALIFORNIA STREETS AND HIGHWAYS CODE AND ARTICLE XIIID OF THE CALIFORNIA CONSTITUTION Pursuant to Part 2 of Division 15 of the Streets and Highways Code of the State of California, Article XIIID of the California Constitution (Proposition 218), the Proposition 218 Omnibus Implementation Act and in accordance with the Resolution of Initiation, adopted by the City Council of the City of Santa Clarita, State of California, in connection with the proceedings for: CITY OF SANTA CLARITA LANDSCAPE NtUNTENANCE DISTRICTS hereinafter referred to as the "Maintenance Districts" or "Districts", 1, Joan E. Cox, P.E., the authorized representative of Harris & Associates, the duly .appointed ASSESSMENT ENGINEER, submit herewith the "Report" consisting of five (5) parts as follows: PART A — PLANS AND SPECIFICATIONS Contains a description of the improvements that are to be maintained or serviced by the Districts. PART B —ESTIMATE OF COST • Identifies the estimated cost of the services or maintenance to be provided by the Districts, including incidental costs and expenses in connection therewith. PART C—METHOD OF APP ORTIOivMENT Describes the basis on which the costs have been apportioned to each parcel of land within the Maintenance Districts, in proportion to the estimated benefits to be received by such lots and parcels. PART D —ASSESSMENT ROLL Identifies the maximum assessment to be levied on each benefited lot or parcel of land within the Maintenance Districts. PART E — ASSESSMENT DLAGRAiVi Contains a Diagram of the Maintenance Districts Boundaries showing the exterior boundaries of the Maintenance Districts, the boundaries of any zones within the Maintenance Districts and the lines and dimensions of each lot or parcel of land within the Maintenance Districts. C7 r \santa clanta\admin 09-10\reports\Imd\Imd fy09-10 final rpt 29may09 doc M I Harris &Associates 0 is • City of Santa Clarita June 9, 2009 Landscape Maintenance Districts Combined Engineer's Report, FY 2009-10 Page 5 PART A PLANS AND SPECIFICATIONS DESCRIPTION OF UYIPROVEi EENtS TO BE NIMiNTAINED AND SERVICED The improvements proposed to be installed, maintained and serviced are generally described as improvements within public rights-of-way and dedicated landscape easements within various tracts and on individual parcels located throughout the City including, but not limited to: landscaping, planting, shrubbery, trees, grass, other ornamental vegetation, irrigation systems, hardscapes and fixtures; statuary, fountains and other ornamental structures and facilities; public lighting facilities; facilities which are appurtenant to any of the foregoing or which are necessary or convenient for the maintenance or servicing thereof, including, but not limited to, clearing, removal of debris, the installation or construction of curbs, gutters, walls, sidewalks, or paving, or water, irrigation, drainage, or electrical facilities; and, park or recreational improvements, including, but not limited to, playground equipment, play courts, public restrooms, and paseos/trails. The District will fund costs in connection with the maintenance and servicing including, but not limited to, labor, electrical energy, water, materials, contracting services, administration, and other expenses necessary for the satisfactory maintenance and servicing of these improvements. Maintenance means the furnishing of services and materials for the ordinary and usual maintenance, operation and servicing of the ornamental structures, landscaping and appurtenant facilities, including repair, removal or replacement of all or part of any of the ornamental structures, landscaping or appurtenant facilities; providing for the life, growth, health and beauty of the landscaping, including cultivation, irrigation, trimming, spraying, fertilizing, and treating for disease or injury; the removal of trimmings, rubbish, debris, other solid waste; and pest control; the cleaning, sandblasting, and painting of walls and other improvements to remove or cover graffiti. Servicing means the furnishing of electricity for the operation of any appurtenant facilities, water for the irrigation and control of the landscaping, and the maintenance of any of the ornamental structures, landscaping and appurtenant facilities. The plans and specifications for the improvements are voluminous and are not bound in this Report but by this reference are incorporated and made part of the Report; and are on file at the City. A summary of the plans and specifications are on file in the office of the City Clerk. The following is a general description and location of each Zone or Annexation: District Zone Annex. Description 1 1 IA Golden Valley Road and Highway 14 (Montecito) 1 l 1B Commercial, Centre Pointe, south of Soledad Canyon Road 1C Tract 44892, Residential, Canyon Gate, Golden Valley Road and Sierra Highway 1D Tract 52414, Residential, Golden Valley Road, Pardee 1F Tract 53419, Residential, Valle Di Oro r \santa clanta\admin 09-10\reportsVmdUmd fy09-10 final rpt 29may09.doc Harris & Associates City of Santa Clarita June 9, 2009 Landscape Maintenance Districts Combined Engineer's Report, FY 2009-10 Page 6 District Zone Annex. Description r \santa clanta\admin 09-10\reports\Imd\Imd fy09-10 final rpt 29may09 doc Hams & Associates • • • IG Centex Development 1 2A -- Parcel Map 24147, Commercial, Via Princessa and Sierra Highway (Costco) 2B Commercial, Via Princessa and Sierra Highway (Sierra Storage) f as District 1, Zone 10] 2C Tract 50151, Commercial, Via Princessa and Sierra Highway across from Costco 2D Tract 50484, Commercial, Via Princessa and Highway 14 (Jack-in-the-Box) 2E Parcel Map 25916, Commercial, Sierra Highway north of Via Princessa (Flying Tiger) 2F Commercial (Soledad Entertainment) [was District 1, Zone 10] 2G Commercial, Riverview Shopping Center 1 3 -- Tracts 45416-01 & 02, Residential, northeast of Sierra Highway and Sand Canyon Read (Sierra Heights) 3A Tract 45416, Residential, Sierra Highway west of Sand Canyon [was District 1, Zone 13] 1 4 -- Albertson's Shopping Center, Commercial, Via Princessa and Sierra Highway (Albertson's Street Trees) 1 5 -- Residential, May Way and Via Princessa, west of Whites Canyon Rd (Sunset Hills) 5A Tract 52276, Residential, Koji Court, Via Princessa and May Way [was District 1, Zone 9] 1 6 -- Tracts 46626, 50536 and 47863, Residential, Whites Canyon Road and Canyon Crest Road (Canyon Crest) 1 7 -- Residential, McBean and Newhall Ranch (Creekside) 1 8 -- Tract 52354, Residential, Friendly Valley Parkway and Sierra Highway 1 15 -- River Village 1 16 -- Valencia Industrial Center 1 17 -- Bouquet Canyon Road/Railroad Avenue 1 18 -- Town Center / Tourney Rd 1 19 -- Bridgeport / Bouquet r \santa clanta\admin 09-10\reports\Imd\Imd fy09-10 final rpt 29may09 doc Hams & Associates • • • • • • City of Santa Clarita June 9, 2009 Landscape Maintenance Districts Combined Engineer's Report, FY 2009-10 Page 7 District Zone Annex. Description 1 20 -- Golden Valley Ranch - Commercial 1 2008-1 -- Citywide Major Thoroughfare Medians T1 T2 -- Residential / Commercial, Lyons, Orchard Village Road and Wiley Canyon (Old Orchard) Tl T3 -- Residential, NW of Wiley Canyon and Orchard Village Road (Valencia Hills) Tl T4 -- Residential / Commercial, McBean Parkway, Orchard Village Road and Tournament Road (Valencia Meadows) TI T5 -- Residential, SE of Orchard Village Road and McBean Parkway (La Questa) T1 T6 -- Residential / Commercial, McBean Parkway and Avenida Navane (South Valley) T1 T7 -- Residential, McBean Parkway and Del Monte Dr (North Valley) T1 T8 -- Residential / Commercial, McBean Parkway and Del Monte Dr (Summit) T1 T17 -- Residential, Rainbow Glen Drive and Sierra Highway (Rainbow Glen) T1 T23 -- Residential / Commercial, Seco Canyon Road and Copper Hill Road (Mountain View) T1 T23A -- Residential, Seco Canyon Road and Copper Hill (Mountain View Condos) T1 T23B -- Residential, Seco Canyon Road and Copper Hill Road (Seco Villas) T1 T29 -- Residential, Rainbow Glen Drive and Soledad Canyon (American Beauty) T1 T31 -- Residential, Shangri-La Drive and Soledad Canyon Road (Shangri-La), plus Commercial, Soledad Canyon Branch Library [was District 1, Zone 14] T1 T42A -- Residential, San Fernando Road and Circle J Ranch Road (Circle J Ranch) T1 T42B -- Residential, San Fernando Road and Circle J Ranch Road (Circle J Ranch) r\santa clantMadmin 09-10\reports\ImdUmd fy09-10 final rpt 29may09 doc NI Hams & Associates City of Santa Clarita June 9, 2009 Landscape Maintenance Districts Combined Engineer's Report, FY 2009-10 Page 8 T1 T42C -- Residential, San Fernando Road and Via Princessa (Circle J Ranch) T1 T46 -- Residential / Commercial, McBean Parkway and Newhall Ranch Road (Northbridge) T 1 T47 -- Residential - Northpark T 1 T52 -- Residential - Stonecrest T1 -- -- Area Wide Medians, various locations throughout the City, not currently annexed into zone 2008-1: TIM PM 25649, Parcel 2, Commercial, Rye Canyon Road and Newhall Ranch Road (Home Depot) T 1 Q Commercial, NE comer of McBean Parkway & Magic Mountain Parkway [was District Tl, Zone T30] TIS Parcel Map 8374, Lot 3, Commercial, NW corner of Valencia Boulevard and Creekside Road T1U Arbor Lane, Residential, SE corner of Wiley Canyon and Via Macarena TI V Tract 51931-04, Commercial, NW corner of Magic Mountain Parkway and McBean Parkway T 1 W Tract 53756, Residential, on Apple Street, south of Lyons Avenue T1-31 Commercial, Seco Canyon Village A2 -- 2 Commercial, APN 2833-032-043, Carl Court A2 -- 3 Residential, 27740 Bouquet, WK Sonrissa A2 -- 4 Commercial, Blessed Kateri Church A2 -- 5 Commercial, Parcel Map 26684 Lots 1-4 A2 -- 7 Residential, Thompson Ranch/Stetson Ranch Project T1A -- -- Designation for Ad Valorem Zones T1, T2, T3, T4 and T5 • r Isanta clantaladmin 09.101reportsVmdllmd fy09-10 final rpt 29may09 doc " I Harris &Associates City of Santa Clarita June 9, 2009 Landscape Maintenance Districts Combined Engineer's Report, FY 2009-10 Page 9 • PART B ESTIMATE OF COST The estimated costs for the operation, maintenance and servicing of the facilities are shown below Fiscal Year 2009-10. The 1972 Act provides that the total cost of the maintenance and services, together with incidental expenses, may be financed from the assessment proceeds. The incidental expenses may include engineering fees, legal fees, printing, mailing, postage, publishing, and all other related costs identified with the district proceedings. The estimated costs of the improvements for the Districts are voluminous and are not bound in this report but by this reference are incorporated and made a part of this report. The estimated costs are on file at the City where they are available for public inspection. The Zone 2008-1 budget is provided below. District No.,1, Zone 2008-1 (Major Thoroughfare Medians) Major Thoroughfare Median Maintenance (Citywide) $4,203,576 Less allowance for parcels and improvements not yet included ($2,465,364) Net Operation and Maintenance Expenses $1,738,212 Capital Expenses $454,000 Landscaped parkways, side panels and other landscape and ornamental improvements previously funded byT1 Areawide (now funded through $745,347 T1AAd Valorem revenues) Less Ad Valorem T1A Revenues ($745,347) Administration Costs $12,000 Subtotal: $2,204,212 Operating Reserve $1,102,106 Replacement Reserve $626,358 Interest Revenues (positive) ($35,247) Prior Year (surplus) or deficit ($1,306,050) Subtotal: $387,167 Total to Assessment: The annual budgets for the Districts and Zones are shown on the following page: $2,591,379 r \santa clanta\admin 09-10\reports\lmdUmd fy09-10 final rpt 29may09 doc I Harris &Associates d L. 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LA ir, S 11 • 10 City of Santa Clarita June 9, 2009 Landscape Maintenance Districts Combined Engineer's Report, FY 2009-10 Page 11 • PART C METHOD OF APPORTIONMENT OF ASSESSMENT GENERAL Part 2 of Division 15 of the Streets and Highways Code, the Landscaping and Lighting Act of 1972, permits the establishment of Maintenance Districts by cities for the purpose of providing certain public improvements which include the construction, maintenance and servicing of street lights, traffic signals and landscaping facilities. Section 22573, Landscaping and Lighting Act of 1972 requires that maintenance assessments be levied according to benefit rather than according to assessed value. This section states: "The net amount to be assessed upon lands within a Maintenance District may be apportioned by any formula or method which fairly distributes the net amount among all, assessable lots or parcels in proportion to the estimated benefits to be received by each such lot or parcel from the improvements." The Act permits the designation of zones of benefit within any individual Maintenance District if "by reason of variations in the nature, location, and extent of the improvements, the various areas will receive different degrees of benefit from the improvements." (Sec. 22574). Thus, the 1972 Act requires the levy of a true "assessment" rather than a "special tax." In addition, Proposition 218 requires that a parcel's assessment may not exceed the reasonable cost of the proportional special benefit conferred on that parcel. Proposition 218 provides that only special benefits are assessable and the City must separate the general benefits from the special benefits. REASON FOR THE ASSESSAIIENT The assessment is proposed to be levied to defray the costs of the installation, maintenance and servicing of landscaping improvements, as previously defined herein in Part A of this Report. SPECIAL BENEFIT ANALYSIS 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 a way that is particular and distinct from its effect on other parcels and that real property in general and the public at large do not share. Street Landscaoina Trees, landscaping, hardscaping, ornamental structures and appurtenant facilities, if well maintained, confer a particular and distinct special benefit upon real property within each Zone of Benefit by providing beautification, shade and positive enhancement of the community character, attractiveness and desirability of the surroundings. In addition, all of the aforementioned contributes to a specific increase in property desirability and a specific enhancement of the property value of each parcel within each Zone of Benefit which confers a particular and distinct special benefit upon the real property within each Zone of Benefit. r lsanta clanta�admin 09-101reportsUmdUmd fy09-10 final rpt 29may09.doc Harris & Associates City of Santa Cladta June 9, 2009 Landscape Maintenance Districts Combined Engineer's Report, FY 2009-10 Page 12 In Parkways and Land Values, written by John Nolan and Henry V. Hubbard in 1937, it is stated: • "... there is no lack of opinion, based on general principals and experience and common sense, that parkways do hi fact add value to property, even though the amount cannot be determined exactly.... Indeed, in most cases where public money has been spent for parkways the assumption has been definitely made that the proposed parkway will show a provable financial profit to the City. It has been believed that the establishment of parkways causes a rise in real estate values throughout the City, or in parts of the City,..." It should be noted that the definition of "parkways" above may include the roadway as well as the landscaping along side the roadway. Landscaped Medians in the !Major Thoroughfares. The landscape improvements in the medians along the major thoroughfares confer a particular and distinct special benefit upon real property within the City by providing beautification, and positive enhancement of the community character, attractiveness and desirability of the City. In addition, all of the aforementioned contributes to a specific increase in property desirability and a specific enhancement of the property value of each parcel within the City which confers a particular and distinct special benefit upon the real property within the City. These major thoroughfares are the entryways into the City and as such provide beautification to the entire City; therefore, all parcels within the City are conferred a special benefit from the landscaped medians in the major thoroughfares. Landscaping in the medians along the major thoroughfares provides only incidental benefits to motorists traveling to, from or through the City. Recreational Trails and Greenbelts. Landscaping along recreational trails and greenbelts, if well maintained, confer a particular and distinct special benefit upon real property within each Zone of Benefit by providing beautification and positive enhancement of the community character, attractiveness and desirability of the surroundings. In addition, all of the aforementioned contributes to a specific increase in property desirability and a specific enhancement of the property value of each parcel within each Zone of Benefit which confers a particular and distinct special benefit upon the real property within each Zone of Benefit. In "Greenways for America" by Charles E. Little, it is stated: "... [real estate] agents routinely advertise properties as being on or near the trail.... property near but not immediately adjacent to the Burke -Gilman Trail is significantly easier to sell and, according to real estate agents, sells for an average of 6 percent more as a result of its proximity to the trail. Property immediately adjacent to the trail, however, is only slightly easier to sell .... trails are an amenity that helps sell homes, increase property values and improve the quality of life." Additionally, the National Recreation and Park Association, in June 1985, stated: "The recreation value is realized as a rise in the value of land and other property in or near the recreation area, and is of public interest to the taxpayers, who have a stake in a maximum of total assessed values." Operation and maintenance of the trails and greenways within the City confers a particular and distinct special benefit to those properties within the community immediately surrounding the improvements. is Hams & Associates r \santa clarita\admin 09-10\reports\Imd\Imd fy09-10 final rpt 29may09 doc City of Santa Clarita June 9, 2009 Landscape Maintenance Districts Combined Engineer's Report, FY 2009-10 Page 13 • General Benefits The general benefits associated with trees, landscaping improvements, hardscaping, ornamental structures and appurtenant facilities are considered incidental, negligible and non -quantifiable. Landscaping in the medians along the major thoroughfares provides only incidental, negligible and non -quantifiable benefits to motorists traveling to, from or through the City. Operation and maintenance of the trails and greenways within the City provides only incidental, negligible and non - quantifiable benefits to pedestrians and cyclists traveling through the trails and greenbelts. The improvements detailed in Part A herein confer special benefits that affect the assessed property in a way that is particular and distinct from the effects on other parcels and that real property in general and the public at large do not share. APPORTIONMENT METHODOLOGY The following table lists the various Zones and Annexations within the Districts, their land use and assessment type, and the number of assessable parcels, units, acreage or EDU's. There are various apportionment methodologies used in the Districts. A "Method Code" in the table below identifies the specific methodology used for each District, Zone and Annexation. These "Method Codes" are.explained after the table. • r \santa clanta\admin 09-10\reports\Imd\Imd fy09.10 final rpt 29may09 doc M I Harris &Associates Pcls / Units / Method Code Asmt Acreage / (descriptions • District Zone Annex. Land Use Type EDUs follow this table) 1 1 IA ��— ReslComm Parcel 105.00 1 1 B Comm Acreage 188.84 2 • - 1 C Res Parcel 148 1 1D Res/Comm Parcel 502 _ 1 1F Res IDU 117 3 IG Res EDU 261.290 5 1 2A — Comm Acreage 14.41 2 2B —— Comm Acreage 2 2 2C Comm Parcel 3 1 21) Comm Acreage 1 2 2E Comm Parcel 1 1 2F Comm Parcel 1 1 2G Comm Acreage 7.17 2 1 3 _...,. — �,_,... ,..........,,,,, -w ...,._...�._ Res -Res - Parcel 76 1 3A Parcel �177 --�r 1....._......_ 1 4 — Comm Acreage 9.88 2 1 5 — — Res Parcel 161 1 5A Res Parcel 14 1 1 6 — Res Parcel 281 1 1 7 — Res EDU 1054.30 6 • r \santa clanta\admin 09-10\reports\Imd\Imd fy09.10 final rpt 29may09 doc M I Harris &Associates City of Santa Cladta June 9, 2009 Landscape Maintenance Districts Combined Engineer's Report, FY 2009-10 Page 14 Pcis / Units / Method Code Asmt Acreage/ (descriptions District Zone Annex. Land Use Tv pe EDU's follow this table) 1 8 — Res Parcel 39 1 1 15 — Res/Comm IDU 410.2.50 7 1 16 — Comm/Vac IDU 7,655.520 7 1 17 — Multiple IDU 1,447.740 5 1 18 — ReslComm EDU 3,873.905 7 1 19 — Res/Comm IDU 1,204.695 7 1 20 — Res/Comm IDU 337.320 7 1 2008-1 Res/Comm EDU 45,404.445 7 Tl T2 — Res/Coanm Parcel 1,037 1 T1 T3 — Res/Comm Parcel 462 1 T1 T4 — ReslComm Parcel 674 1 T1 T5 — Res/Comm Parcel 741 1 T1 T6 — Res/Corrm Parcel 603 1 T1 T7 — Res/Comm Parcel 1,815 1 T1 T8 — Res/Comm Parcel 2,140 1 T 1 T17 — Res Parcel 74 1 T1 T23 — Res/Comm Parcel 1,492 1 T 1 T23 A — Res Parcel 383 1 T1 T23B — Res Parcel 156 1 T1 T29 — Res . Parcel 221 1 T1 T31 — Res/Con-mi Parcel 183 1 T1 T42A — Res Parcel 625 1 T 1 T42B — Res Parcel 86 1 T1 T42C — Res Parcel 95 1 T1 T46 — Res/Comm Parcel 2,305 1 T1 T47 — Res/Comm Parcel 1,489 1 T1 T52 — Res Parcel 459 1 T 1 -- — Res/Comm Unit 8 1 -- 1 NI _Comm Parcel5 _ _ m_.. 1 _T .. T I Q _•••.•..•.... _ .r ..• _ Res_ �.M Parcel ..... g ._..__.._� •� .T 1 _.. _ TIS Comm Parcel 1 1 T1U Res IDU 21 4 T 1 V Conon Parcel _ 11_ -_....._--•-4 1 -------- ,_._.T1W -.—•._.�...____._...__ Res _ EDU 21.33 T1-31 Comm IDU 5 3 A2 -- 2 Comm EDU 10 3 A2 -- 3 Res IDU 35 3 A2 -- 4 Comm IDU 5 3 A2 -- 5 Res/Comm EDU 10 3 A2 -- 7 Res EDU 207 3 • 0 Note: The number of parcels, units, acres and EDU's shown in the table above reflect the current information for 9 Harris & Associates r \santa clarita\admin 09-10\reports\Imd\Imd fy09-10 final rpt 29may09 doc City of Santa Clarita June 9, 2009 Landscape Maintenance Districts Combined Engineer's Report, FY 2009-10 Page 15 . the Districts. These numbers will be updated prior to submitting the final Assessment Roll to the County Auditor -Controller for placement on the property tax bills. Fluctuations in the number of parcels and other information may occur from year to year as parcels subdivide, combine and/or change uses. Method Code Definitions: 0 • Method 1— The assessment is apportioned to the benefiting properties on a per -parcel basis. Method 2 — The assessment is apportioned to the benefiting properties on an acreage basis where all parcels are assessed based on the parcel's percentage of the total number of acres in the annexation or zone. Method 3 — The assessment is apportioned to the benefiting properties based on Equivalent Dwelling Units (EDU's) such that a Single Family Detached Residence (SFR) is equal to 1 EDU and all other properties are converted to EDU's based on their relative benefit as compared to an SFR as follows: Single Family Residential Multi Family Residential Condos Multi Family Residential Apartments Commercial Industrial I single family dwelling unit = 1 EDU 1 single family dwelling unit = 1 EDU 1 apartment unit =1 EDU 1 commercial/industrial parcel = 5 EDU Method 4 — The assessment is apportioned to the benefiting properties based on Equivalent Dwelling Units (EDU's) such that a Single Family Detached Residence (SFR) is equal to 1 EDU and all other properties are converted to EDU's based on their relative benefit as compared to an SFR as follows: Single Family Residential Multi Family Residential Condos 2 single family dwelling unit Multi Family Residential Apartments Commercial Industrial 1 single family dwelling unit 1 condo family dwelling unit 1 apartment unit 1 commercial/industrial parcel =I EDU = 1 EDU = 0.8 EDU = 3-5 EDU Method 5 — The assessment is apportioned to the benefiting properties based on Equivalent Dwelling Units (EDU's) such that a Single Family Detached Residence (SFR) is equal to 1 EDU and all other properties are converted to EDU's based on their relative benefit as compared to an SFR as follows: Assessed EDU EDU Land Use Unit x Factor Rate Residential Single family home Single family vacant (subdivided) Multi -Family (incl. Condo) Mobile Home Parks Developed Non -Residential Vacant / Park / School 1 dwelling x 1 = 1.00 EDU /dwelling 1 parcel x 0.25 = 0.25 EDU /parcel 1 dwelling x 0.8 = 0.80 EDU / dwelling 1 space x 0.5 = 0.50 EDU / space 1 acre x 6 = 6.00 EDU / acre 1 acre x 1.5 = 1.50 EDU /acre r lsanta clantMadmin 09-101reports\Imd\Imd fy09-10 final rpt 29may09 doc Harris & Associates 1 City of Santa Clarita June 9, 2009 Landscape Maintenance Districts Combined Engineer's Report, FY 2009-10 Page 15 • the Districts. These numbers will be updated prior to submitting the final Assessment Roll to the County Auditor -Controller for placement on the property tax bills. Fluctuations in the number of parcels and other information may occur from year to year as parcels subdivide, combine and/or change uses. Method Code Definitions: 9 • Method 1— The assessment is apportioned to the benefiting properties on a per -parcel basis. Method 2 — The assessment is apportioned to the benefiting properties on an acreage basis where all parcels are assessed based on the parcel's percentage of the total number of acres in the annexation or zone. Method 3 — The assessment is apportioned to the benefiting properties based on Equivalent Dwelling Units (EDU's) such that a Single Family Detached Residence (SFR) is equal to 1 EDU and all other properties are converted to EDU's based on their relative benefit as compared to an SFR as follows: Single Family Residential Multi Family Residential Condos Multi Family Residential Apartments Commercial Industrial 1 single family dwelling unit = 1 EDU 1 single family dwelling unit = 1 EDU 1 apartment unit =1 EDU 1 commercial/industrial parcel = 5 EDU Nlethod 4 —The assessment is apportioned to the benefiting properties based on Equivalent Dwelling Units (EDU's) such that a Single Family Detached Residence (SFR) is equal to 1 EDU and all other properties are converted to EDU's based on their relative benefit as compared to an SFR as follows: Single Family Residential Multi Family Residential Condos 2 single family dwelling unit Multi Family Residential Apartments Commercial Industrial 1 single family dwelling unit =I EDU 1 condo family dwelling unit = 1 EDU 1 apartment unit = 0.8 EDU 1 commercial/industrial parcel = 3-5 EDU Method 5 — The assessment is apportioned to the benefiting properties based on Equivalent Dwelling Units (EDU's) such that a Single Family Detached Residence (SFR) is equal to 1 EDU and all other properties are converted to EDU's based on their relative benefit as compared to an SFR as follows: Assessed EDU EDU Land Use Unit x Factor Rate Residential Single family home Single family vacant (subdivided) Multi -Family (incl. Condo) Mobile Home Parks Developed Non -Residential Vacant / Park / School 1 dwelling x 1 = 1.00 EDU / dwelling 1 parcel x 0.25 = 0.25 EDU /parcel 1 dwelling x 0.8 = 0.80 EDU / dwelling 1 space x 0.5 = 0.50 EDU / space 1 acre x 6 = 6.00 EDU / acre 1 acre x 1.5 = 1.50 EDU /acre r \santa clanta\admin 09-10\reportsklmdVmd fy09-10 final rpt 29may09 doc Harris & Associates City of Santa Clarita June 9, 2009 Landscape Maintenance Districts Combined Engineer's Report, FY 2009-10 Page 16 Method 6 — The assessment is apportioned to the benefiting properties based on Equivalent Dwelling Units (EDU's) such that a Single Family Detached Residence (SFR) is equal to 1 EDU and all other properties are converted to EDU's based on their relative benefit as compared to an SFR as follows: Single Family Residential Condominiums Multi Family Residential Apartments I single family dwelling unit =1 EDU I single family dwelling unit = 0.8 EDU 1 apartment unit = 0.5 EDU Method 7 — The assessment is apportioned to the benefiting properties based on Equivalent Dwelling Units (EDU's) such that a Single Family Detached Residence (SFR) is equal to 1 EDU and all other properties are converted to EDU's based on their relative benefit as compared to an SFR as follows: • ASSESSMENT APPORTIONNIENT AND R.XTES District No. 1, Zone 2008-1 (Major Thoroughfare Medians) The maintenance of landscaping in the existing and planned medians within the existing and planned major thoroughfares of the City provides unique, distinct, special and direct benefit to all parcels in the City. The associated costs of these benefits, including city administration costs, are spread to all parcels within these areas based on Equivalent Dwelling Units (EDU's) per Method 7, above. There are 88,600.94 EDU's in the entire City of Santa Clarita. The assessment rate for Major Thoroughfare Medians is calculated as follows: $5,056,743 _ 88,600.940 EDU = $57.07 / EDU Only those parcels that have been annexed into Zone 2008-1 will be levied this assessment. There are 45,404.445 EDU's currently within this zone and the revenue generated by these parcels is shown in the table below. Until such time as the Citywide major thoroughfare median system is completed and the remaining City parcels are annexed into Zone 2008-1 (Major Thoroughfare Medians), an allowance will be made for the balance of the projected budget required for citywide major thoroughfare median maintenance. The table below provides the assessment apportionment and shows the estimated maximum annual assessment rate for each Zone and Annexation for FY 2009-10. Hams &Associates r \santa clanta\admin 09-10\reports\Imd\Imd fy09-10 final rpt 29may09 doc I Assessed EDU EDU Land Use Unit s _ Factor Rate Residential Single family home i dwelling x 1 = 1.00 EDU /dwelling Single family vacant (subdivided) i parcel x 0.25 = 0.25 EDU /parcel Multi -Family (incl. Condo) 1 dwelling x 0.75 = 0.75 EDU /dwelling Mobile Home Parks 1 spac e x OS = 0.50 EDU / space Developed Non-Resdden6al 1 acre, x 6 = 6.00 EDU / acre Vacant/Park/School 1 acre x 1S = 1.50 EDU acre . ASSESSMENT APPORTIONNIENT AND R.XTES District No. 1, Zone 2008-1 (Major Thoroughfare Medians) The maintenance of landscaping in the existing and planned medians within the existing and planned major thoroughfares of the City provides unique, distinct, special and direct benefit to all parcels in the City. The associated costs of these benefits, including city administration costs, are spread to all parcels within these areas based on Equivalent Dwelling Units (EDU's) per Method 7, above. There are 88,600.94 EDU's in the entire City of Santa Clarita. The assessment rate for Major Thoroughfare Medians is calculated as follows: $5,056,743 _ 88,600.940 EDU = $57.07 / EDU Only those parcels that have been annexed into Zone 2008-1 will be levied this assessment. There are 45,404.445 EDU's currently within this zone and the revenue generated by these parcels is shown in the table below. Until such time as the Citywide major thoroughfare median system is completed and the remaining City parcels are annexed into Zone 2008-1 (Major Thoroughfare Medians), an allowance will be made for the balance of the projected budget required for citywide major thoroughfare median maintenance. The table below provides the assessment apportionment and shows the estimated maximum annual assessment rate for each Zone and Annexation for FY 2009-10. Hams &Associates r \santa clanta\admin 09-10\reports\Imd\Imd fy09-10 final rpt 29may09 doc I City of Santa Clarita June 9, 2009 Landscape Maintenance Districts Combined Engineers Report, FY 2009.10 Page 17 v Notes Pcls / Unit / FY OS -09 FY 09-10 FY 09-10 FY 09-10 Total • (mend Ascot Acreage/ uta:. mlam Actual Annual levy G Zone An nea. of tabb) Type EDU'S AmtRate Ascot Rate Ascot Rate Amount 1 I IA Parcel 105 $123.00 $123.00 $0.00 SO.0 IB EDU 188.04 $763.62 5763.62 5763.62 $144202.8 ID Parcel 502 $27636 $276.86 $138.43 $69,491.86 1G EDU 26129 $6036 560.36 5601,6 t1577n OQ SubtOhl: . 1,492 So rlaant2 cladteledmin 09.10Veportsumdumd ry09.10 final rpt 29may09.doc = Harris &Associates Sublatal: S87,078A0 1 4 - Acreage 9.08 545926 5359.26 $459.26 $4,53750 1 5 - Parcel 161 51,100.08 51,100.08 S1,10008 $17711337 5A Parcel 14 $741.47 $741.47 $74147 $1038053 Submtal: 5187,49390 • 1 6 - Parcel 281 5594.78 5594.78 $59478 $167,13339 1 7 EDU 1,054.300 $236.08 5236.08 $236.08 $248,901.06 1 8 - Parcel 39 5276.06 5276.06 $276.06 $10,76630 1 15 - EDU 410.250 5880.82 588082 $440.41 SI80,67788 1 16 - EDU 7,655.520 528.03 528.03 $28.03 S214,548.17 1 17 - EDU 1,447.740 $73.86 $73.86 573.86 $106,92935 1 18 - EDU 3,873.905 $175.61 $175.61 5175.61 $680,2%A6 1 19 - EDU 1,204.695 $69.76 $69.76 $69.76 $84,037.70 1 20 - EDU 337.320 52,736.10 $2,736.10 $296.45 $100,000.00 1 2008.1 - EDU 45,404.445 $57.07 $57.07 557.07 52,591,37924 Tl 72 - Parcel 1,037 $18228 $182.28 $182.28 $189,027.66 TI 13 - Parcel 462 5361.88 S361.88 $361.88 $167,18882 TI T4 - Parcel 674 $193.02 $193.02 $193.02 5130,09282 TI T5 - Parcel 741 $19434 5194.34 $194.34 5144,004.67 Tl T6 - Parcel 603 5216.84 $216.84 5216.84 5130,752.73 Tl T7 - Parcel 1,815 525229 $252.29 5252.29 $457,905.61 TI T8 - Parcel 2,140 5469.12 5469.12 5469.12 $1,003,90886 TI T17 - Parcel 74 5465.06 $465.06 5465.06 $34,41419 Tl T23 - (1) Parcel 954 $62456 $624.56 5624.56 5595,83227 T23-1 - Parcel 382 $361.88 5361.88 5361.88 5138,23837 . 1,492 So rlaant2 cladteledmin 09.10Veportsumdumd ry09.10 final rpt 29may09.doc = Harris &Associates City of Santa Clarita June 9, 2009 Landscape Maintenance Districts Combined Engineer's Report, FY 2009-10 Page 18 T, Parcel Notes $1,024.92 Pcls / Unit / FY 08-09 FY 09-10 FY 09-10 FY 09-10 Total c $6,562.18 Subtotal: (see eod Asmt Acreage/ Max. Max. Actual Annual Levy C Zone Annex. of table) Type EDU's Asmt Rate Asmt Rate Asmt Rate Amount Ti T23A - Parcel 383 573044 $730.44 $730.44 $279,760.29 Tl T23B - Parcel 156 561652 8616.52 5616.52 $96,17635 Tl T29 - Parcel 221 $33238 $332.38 $332.38 $73,45556 Tl T31 - (2) Parcel (See T31-1 & -2) T31-1 - Parcel 182 $1,02492 $1,024.92 51,024.92 $186,535.79 T31-2 - Parcel 1 $6562.18 183 $6,562.18 $6,562.18 Subtotal: $6,562.18 $193,09798 TI T42A Parcel 625 $72922 $729.22 $729.22 $455.759.60 TI T42 - (31 Parcel I See T42 B- 1. -2 & -3) 86 T42B-1 - Parcel 40 $741.09 5741.09 $741.09 $29,643.79 T42B-2 - Parcel 31 $1576.78 $1,576.78 $1,576.78 $48,88023 T42B-3 - Parcel 15 $12685 $126.85 $126.85 57,902.79 86 Subtotal: S811,42631 TI T42C - Parcel 95 5679.41 $679.41 $679.41 $64,54437 TI T46 &Annex T46A Parcel 2305 5755.04 $755.04 5755.04 $1,740,368.03 Tl T47 - Parcel 1,489 $37420 5374.20 $374.20 $557,190;13 T52 - Parcel 459 $748.41 $743.41 $748.41 $343,51950 Tl -- - Unit 8 $6343 563.43 $63.43 S507.41 TIU EDU 9 $335.08 5335.08 21 U $0.00 50.00 $0.00 50.00 • 50.00 $0.00 $0.00 $0.00 Total: $12,069,39596 ( I) Zone T23 - Consists of 1,490 residential parcels: Zone T23 has 951 SF units and 3 non -res: Zone T23-1 has 382 condo units: Zone 723-2 has 156 condo units (2) ZoneT31 - Consists of 182 residential parcels and one commercial parcel (3)Zone T429- Is comprised of three separate Areas Area l(T42B-1)assessed 40 parcels. Area 2(T42B-2) assessed 31 parcels, and Area 3 (T429-3) assessed 15 parcels (4) The assessrnert rate for this Zone or Annexation is a per -month nate All Districts, Zones and Annexations have been balloted and at the time of approval, voted for an allowable inflation factor. The annual inflation factor this Fiscal Year 2009-10, as calculated from • M Hams & Associates dsanta cladtaWdmin 09-10\reporWrndVmd ty09-10 Anal rpt 29may09.dac City of Santa Clarita June 9, 2009 Landscape Maintenance Districts Combined Engineer's Report, FY 2009-10 Page 19 • February 2008 to February 2009, is 0.0% based on Consumer Price Index (CPI) for All Urban Consumers, for the Los Angeles, Riverside and Orange County areas. 0 The actual assessments levied in any fiscal year will be as approved by the City Council and may not exceed the maximum assessment rate without receiving property owner approval for the increase. rlsanta claritMadmm 09-101reportsUmdVmd fy09-10 final rpt 29may09.doc N I Harris & Associates City of Santa Clarita June 9, 2009 Landscape Maintenance Districts Combined Engineer's Report, FY 2009-10 Page 20 PART D ASSESSMENT ROLL The total proposed assessment for Fiscal Year 2009-10 and the amount of the total proposed assessment apportioned to each lot or parcel within the District, as shown on the latest assessment roll at the Los Angeles County Assessor's Office, are contained in the Assessment Roll on file in the office of the City Clerk of the City of Santa Clarita, which is incorporated herein by reference. The description of each lot or parcel is part of the records of the Assessor of the County of Los Angeles and these records are, by reference, made part of this Report. PART E ASSESSMENT DIAGRAM The followingpage shows an overview of the Landscape Maintenance District Boundary Map. Detailed District boundary diagrams will be available for inspection at the office of the City clerk during normal business hours and, by reference, are made part of this report. r.\santa clarity admin 09.10\reportsVmd\Imd fy09-10 final rpt 29may09.doc Harris &Associates • • to • N rl { ■L CL 04 T • J. r% I r v V O m • Nw. V 0 .as c R m E PE 1] � Final Combined Engineer's Report for City of Santa Clarita Landscape Maintenance Districts Fiscal Year 2009-10 For the CITY OF SANTA CLARITA Los Angeles County, California June 9, 2009 City of Santa Clarita Landscape Maintenance Districts Combined Engineer's Report, FY 2009-10 TABLE OF CONTENTS Certificates................................................................................................. Introduction............................................................................................... Report........................................................................................................ Part A - Plans and Specifications .............................................. Part B - Estimate of Cost.......................................................... Part C - Method of Apportionment of Assessment ................... Part D - Assessment Roll.......................................................... Part E - Assessment Diagram ................................................... r \santa clanta\admin 09-10\reports\Imd\Imd fy09-10 final rpt 29may09 doc June 9, 2009 Page i ................ 1 ................ 2 ................ 4 ................ 5 ................ 9 ...................... 11 ...................... 19 ...................... 19 Harris & Associates I 1 1 1 1 1 1 City of Santa Clarita June 9, 2009 Landscape Maintenance Districts Combined Engineer's Report, FY 2009.10 Page 1 CITY OF SANTA CLARITA LANDSCAPE MAINTENANCE DISTRICTS COMBINED ENGINEER'S REPORT CERTIFICATES The undersigned acting on behalf of Harris & Associates, respectfully submits the enclosed Engineer's Report as directed by City Council pursuant to the provisions of Section 4 of Article XIIID of the California Constitution, and provisions of the Landscaping and Lighting Act of 1972, Section 22500 et seq. of the California Streets and Highways Code. The undersigned certifies that she is a Professional Engineer, registered in the State of California. Dated: May 29, 2009 BY: Joan E. Cox R.C.E. No. 41965 I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and Assessment Diagram thereto attached, was filed with.,, on the day of , 2009. 1ulpun°u,mnn. CO& Sharon L. Dawson, City erk City of Santa Clarita Q f30 Los Angeles County, California a DEC. 15, r s 2 a 1887 y p\:qufoa�� ���.at� By I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and Assessment Diagram thereto attached, was approved and confirmed by the City Council of the City of Santa Clarita, California, on the � day of, 2009. ' "Isanta GantMadmin 09-10VeportsVmd1md fy09-10 final rpt 29may09.dm Sharon L. Dawson, City Clerk City of Santa Clarita Los Angeles County, California Hams & Associates C0& 1' �'- DEC. 15, p ' 3 ¢ 1987 y _ N 'YD CgUFORN� a ,��2 ' "Isanta GantMadmin 09-10VeportsVmd1md fy09-10 final rpt 29may09.dm Sharon L. Dawson, City Clerk City of Santa Clarita Los Angeles County, California Hams & Associates City of Santa Clarita June 9, 2009 Landscape Maintenance Districts ' Combined Engineer's Report, FY 2009-10 Page 2 INTRODUCTION The City of Santa Clarita ("City") annually levies and collects special assessments in order to maintain the improvements within City initiated Landscape Maintenance District Nos. 1, T1, A2 and County initiated District TIA (ad valorem district), (collectively referred to as the "Districts"). The Districts were formed and annual assessments are established pursuant to the Landscape and ' Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code (the "Act"). This report includes all Zones and Annexations that have been approved by the Council prior to April 30, 2008. ' On March 11, 2008, City Council conducted a public hearing and collected ballots for the annexations into, detachments from, creation of new zones, dissolution of existing zones, and ' assessment rate adjustments in Landscape Maintenance District Numbers 1, A2 and T1 (various zones). Notices and ballots were mailed to all affected property owners, outlining the changes to the methodology and stating the assessment amount proposed for each property and that a CPI escalator ' was included in the District. On March 13, 2008 the ballot results were tabulated. Eighty-one percent (81%) of the returned assessment ballots approved the modifications to the Districts, the assessment rates and the escalator. ' In the afore -mentioned proceedings, Zone 2008-1 replaced the bulk of the Area -Wide T1 landscape assessments that provided for the maintenance of roadway medians located throughout the City. The ' formation of Zone 2008-1 consolidated several T1 zones and annexations into a uniform methodology resulting in a more fair apportionment of the median costs. The following lists all the Zones or Annexations that have been inactive or that were dissolved or detached per the Final Engineer's Report dated March 19, 2008 and will no longer be part of the budget or other tables in this report: ' District 1, Zone 1 -Annexation I District 1, Zone 12 ' District T1, Annexations: TIA, TIB, TIC, T1D, TIE, TIF, TIG, T1H, T1I, T1J, T1K, TIL, TIN, TIO, TIP, T1R, TIT, T1X, T1Y, T1Z, TI -27, T1-28, T1-29, T1-30, T1-32, T1-33 and T1-34 ' District T1, Zone T9 (including Annexations A -G) District T1, Zone T10 (including Annexations A -G) ' District A2, Annexations 1, 6 and 8 All other Zones or Annexations within Districts 1, T1 and A2 provide for the maintenance of ' landscaping located within district developments. District 1, Tract 44374 (Woodlands) is currently inactive but could be reactivated at any time ' District TIA is an ad valorem district that was formed by the County under the Improvement Act of 1911, prior to the transfer of jurisdiction to the City. This district collects revenue directly from ' property taxes and is separate from the 1972 Act landscape districts. District TIA requires no ' Harris &Associates r \santa clarita\admin 09-10\reports\Imd\Imd fy09-10 final rpt 29may09 doc City of Santa Clarita June 9, 2009 Landscape Maintenance Districts ' Combined Engineers Report, FY 2009-10 Page 3 Council action at this time, but is hereby referenced in this report as a part of the landscape maintenance program within the City. In addition to the City initiated Districts, the responsibility for several County maintained Landscape ' Maintenance Zones was transferred to the City's jurisdiction beginning in 1997. The County, through the Department of Parks and Recreation, had previously administered these Zones which had provided for the maintenance and servicing of the landscape improvements located in medians ' and common areas throughout the City. Pursuant to the Act, the City Council is the legislative body for the Districts and Zones and may levy annual assessments acting as the governing body for the operations and administration of the Districts. ' This Combined Engineer's Report ("Report") describes the Districts, any annexation zones or changes to the Districts and the proposed assessments for Fiscal Year 2009-10. The proposed assessments are based on the historical and estimated costs to maintain the improvements that provide direct and special benefits to properties within the Districts. The costs of the improvements and the annual levy include all expenditures, deficits, surpluses, revenues, and reserves. Each parcel ' is assessed proportionately for only those improvements provided and for which the parcel receives special benefits. Following consideration of all public comments and written protests at a noticed public hearing and ' review of the Report, the City Council may order amendments to the Report or confirm the Report as submitted. Following final approval of the Report and confirmation of the assessments, the Council may order the levy and collection of assessments for Fiscal Year 2009-10 pursuant to the Act. Once ' the levy is approved, the assessment information will be submitted to the County Auditor -Controller and included on the property tax roll for each benefiting parcel for Fiscal Year 2009-10. Effects of Proposition 218 On November 5 1996, the electorate approved Proposition 218, Right to Vote on Taxes Act, which ' added Articles XIIIC and XIIID to the California Constitution. The Proposition affects all assessments upon real property for a special benefit conferred on the property. Assessments imposed under the Landscaping and Lighting Act of 1972 are these types of benefit assessments. The provisions of Proposition 218 can be summarized in four general areas: 1. Strengthens the general and special tax provisions of Propositions 13 and 62; ' 2. Extends the initiative process to all local taxes, assessments, fees and charges; 3. Adds substantive and procedural requirements.to assessments; and 4. Adds substantive and procedural requirements to property -related fees and charges. Prior to Proposition 218, property owners petitioned Zones that were added to the Districts. Subsequent to Proposition 218, all property owners were balloted for inclusion into the Districts in order to be in compliance with Proposition 218. This Report does not propose to increase the ' assessments for the Districts, including any Zones or Annexations, above the approved annual Consumer Price Index (CPI) for all Urban Consumers, Los Angeles — Orange — Riverside Counties, CA. Increases, if any, above this amount were addressed in separate reports approved at prior Council meetings. Subsequent increases, if any, will be subject to the procedures and approval process of Section 4 of Article XIIID. ' M Harris & Associates r.\santa clanta\admin 09-10\reports\Imd\Imd fy09-10 final rpt 29may09 doc M City of Santa Clarita June 9, 2009 Landscape Maintenance Districts ' Combined Engineer's Report, FY 2009-10 Page 4 FISCAL YEAR 2009.10 ENGINEER'S REPORT PREPARED PURSUANT TO THE PROVISIONS OF THE LANDSCAPING AND LIGHTING ACT OF 1972 ' SECTION 22500 THROUGH 22679 OF THE CALIFORNIA STREETS AND HIGHWAYS CODE AND ARTICLE MID OF THE CALIFORNIA CONSTITUTION ' Pursuant to Part 2 of Division 15 of the Streets and Highways Code of the State of California, Article XIIID of the California Constitution (Proposition 218), the Proposition 218 Omnibus Implementation ' Act and in accordance with the Resolution of Initiation, adopted by the City Council of the City of Santa Clarita, State of California, in connection with the proceedings for: ' CITY OF SANTA CLARITA LANDSCAPE MAINTENANCE DISTRICTS ' hereinafter referred to as the "Maintenance Districts" or "Districts", I, Joan E. Cox, P.E., the authorized representative of Harris & Associates, the duly appointed ASSESSMENT ENGINEER, submit herewith the "Report" consisting of five (5) parts as follows: PART A — PLANS AND SPECIFICATIONS Contains a description of the improvements that are to be maintained or serviced by the Districts. ' PART B — ESTIMATE OF COST Identifies the estimated cost of the services or maintenance to be provided by the Districts, including incidental costs and expenses in connection therewith. PART C — METHOD OF APPORTIONMENT ' Describes the basis on which the costs have been apportioned to each parcel of land within the Maintenance Districts, in proportion to the estimated benefits to be received by such lots and parcels. PART D — ASSESSMENT ROLL ' Identifies the maximum assessment to be levied on each benefited lot or parcel of land within the Maintenance Districts. PART E — ASSESSMENT DIAGRAM ' Contains a Diagram of the Maintenance Districts Boundaries showing the exterior boundaries of the Maintenance Districts, the boundaries of any zones within the Maintenance Districts and the lines and dimensions of each lot or parcel of land within the Maintenance Districts. 'W Harris & Associates r\santa clanta\admin 09-10\reports\Imd\Imd fy09-10 final rpt 29may09.doc ' City of Santa Clarita June 9 2009 Landscape Maintenance Districts ' Combined Engineer's Report, FY 2009-10 Page 5 PART A PLANS AND SPECIFICATIONS DESCRIPTION OF IMPROVEMENTS TO BE MAINTAINED AND SERVICED ' The improvements proposed to be installed, maintained and serviced are generally described as improvements within public rights-of-way and dedicated landscape easements within various tracts ' and on individual parcels located throughout the City including, but not limited to: landscaping, planting, shrubbery, trees, grass, other ornamental vegetation, irrigation systems, hardscapes and fixtures; statuary, fountains and other ornamental structures and facilities; public lighting facilities; ' facilities which are appurtenant to any of the foregoing or which are necessary or convenient for the maintenance or servicing thereof, including, but not limited to, clearing, removal of debris, the installation or construction of curbs, gutters, walls, sidewalks, or paving, or water, irrigation, ' drainage, or electrical facilities; and, park or recreational improvements, including, but not limited to, playground equipment, play courts, public restrooms, and paseos/trails. ' The District will fund costs in connection with the maintenance and servicing including, but not limited to, labor, electrical energy, water, materials, contracting services, administration, and other expenses necessary for the satisfactory maintenance and servicing of these improvements. Maintenance means the furnishing of services and materials for the ordinary and usual maintenance, operation and servicing of the ornamental structures, landscaping and appurtenant facilities, including repair, removal or replacement of all or part of any of the ornamental structures, ' landscaping or appurtenant facilities; providing for the life, growth, health and beauty of the landscaping, including cultivation, irrigation, trimming, spraying, fertilizing, and treating for disease or injury; the removal of trimmings, rubbish, debris, other solid waste; and pest control; the cleaning, ' sandblasting, and painting of walls and other improvements to remove or cover graffiti. Servicing means the furnishing of electricity for the operation of any appurtenant facilities, water for the irrigation and control of the landscaping, and the maintenance of any of the ornamental structures, landscaping and appurtenant facilities. The plans and specifications for the improvements are voluminous and are not bound in this Report but by this reference are incorporated and made part of the Report; and are on file at the City. A summary of the plans and specifications are on file in the office of the City Clerk. ' The following is a general description and location of each Zone or Annexation: District Zone Annex. Description 1 1 IA Golden Valley Road and Highway 14 (Montecito) ' 1 1 113 Commercial, Centre Pointe, south of Soledad Canyon Road IC Tract 44892, Residential, Canyon Gate, Golden Valley Road ' and Sierra Highway 1D Tract 52414, Residential, Golden Valley Road, Pardee 1F Tract 53419, Residential, Valle Di Oro Harris &Associates r \santa clarita\admin 09-10\reports\Imd\Imd fy09-10 final rpt 29may09.doc ' City of Santa Clarita June 9, 2009 Landscape Maintenance Districts ' Combined Engineer's Report, FY 2009.10 Page 6 L District Zone Annex. Description IG Centex Development 1 2A -- Parcel Map 24147, Commercial, Via Princessa and Sierra Highway (Costco) 2B Commercial, Via Princessa and Sierra Highway (Sierra Storage) [was District 1, Zone 10] 2C Tract 50151, Commercial, Via Princessa and Sierra Highway across from Costco 2D Tract 50484, Commercial, Via Princessa and Highway 14 (Jack-in-the-Box) 2E Parcel Map 25916, Commercial, Sierra Highway north of Via Princessa (Flying Tiger) 2F Commercial (Soledad Entertainment) [was District 1, Zone 10] 2G Commercial, Riverview Shopping Center 1 3 -- Tracts 45416-01 & 02, Residential, northeast of Sierra Highway and Sand Canyon Road (Sierra Heights) 3A Tract 45416, Residential, Sierra Highway west of Sand Canyon [was District 1, Zone 13] 1 4 -- Albertson's Shopping Center, Commercial, Via Princessa and Sierra Highway (Albertson's Street Trees) 1 5 -- Residential, May Way and Via Princessa, west of Whites Canyon Rd (Sunset Hills) 5A Tract 52276, Residential, Koji Court, Via Princessa and May Way [was District 1, Zone 9] 1 6 -- Tracts 46626, 50536 and 47863, Residential, Whites Canyon Road and Canyon Crest Road (Canyon Crest) 1 7 -- Residential, McBean and Newhall Ranch (Creekside) 1 8 -- Tract 52354, Residential, Friendly Valley Parkway and Sierra Highway 1 15 -- River Village 1 16 -- Valencia Industrial Center 1 17 -- Bouquet Canyon Road/Railroad Avenue 1 18 -- Town Center / Tourney Rd ' = Harris & Associates rAsanta clarita\admin 09-10\reports\Imd\Imd fy09-10 final rpt 29may09 doc M 1 1 1 1 1 1 1 1 City of Santa Clarita June 9, 2009 Landscape Maintenance Districts Combined Engineer's Report, FY 2009-10 Page 7 District Zone Annex. Description 1 19 -- Bridgeport / Bouquet 1 20 -- Golden Valley Ranch - Commercial 1 2008-1 -- Citywide Major Thoroughfare Medians T1 T2 -- Residential / Commercial, Lyons, Orchard Village Road and Wiley Canyon (Old Orchard) T1 T3 -- Residential, NW of Wiley Canyon and Orchard Village Road (Valencia Hills) T1 T4 -- Residential / Commercial, McBean Parkway, Orchard Village Road and Tournament Road (Valencia Meadows) T1 T5 -- Residential, SE of Orchard Village Road and McBean Parkway (La Questa) T1 T6 -- Residential / Commercial, McBean Parkway and Avenida Navarre (South Valley) T1 T7 -- Residential, McBean Parkway and Del Monte Dr (North Valley) T1 T8 -- Residential / Commercial, McBean Parkway and Del Monte Dr (Summit) T1 T17 -- Residential, Rainbow Glen Drive and Sierra Highway (Rainbow Glen) T1 T23 -- Residential / Commercial, Seco Canyon Road and Copper Hill Road (Mountain View) T1 T23A -- Residential, Seco Canyon Road and Copper Hill (Mountain View Condos) T1 T23B -- Residential, Seco Canyon Road and Copper Hill Road (Seco Villas) T1 T29 -- Residential, Rainbow Glen Drive and Soledad Canyon (American Beauty) T1 T31 -- Residential, Shangri-La Drive and Soledad Canyon Road (Shangri-La), plus Commercial, Soledad Canyon Branch Library [was District 1, Zone 14] T1 T42A -- Residential, San Fernando Road and Circle J Ranch Road (Circle J Ranch) T1 T42B -- Residential, San Fernando Road and Circle J Ranch Road (Circle J Ranch) r \santa clanta\admin 09-10\reports\Imd\Imd fy09-10 final rpt 29may09 doc Harris & Associates 1 1 1 1 1 1 1 City of Santa Clarita June 9, 2009 Landscape Maintenance Districts Combined Engineer's Report, FY 2009-10 Page 8 T1 T42C -- Residential, San Fernando Road and Via Princessa (Circle J Ranch) T1 T46 -- Residential / Commercial, McBean Parkway and Newhall Ranch Road (Northbridge) T1 T47 -- Residential - Northpark T1 T52 -- Residential - Stonecrest T1 -- -- Area Wide Medians, various locations throughout the City, not currently annexed into zone 2008-1: TIM PM 25649, Parcel 2, Commercial, Rye Canyon Road and Newhall Ranch Road (Home Depot) T1 Q Commercial, NE corner of McBean Parkway & Magic Mountain Parkway [was District Tl, Zone T30] TIS Parcel Map 8374, Lot 3, Commercial, NW corner of Valencia Boulevard and Creekside Road T1U Arbor Lane, Residential, SE corner of Wiley Canyon and Via Macarena T1V Tract 51931-04, Commercial, NW corner of Magic Mountain Parkway and McBean Parkway T1 W Tract 53756, Residential, on Apple Street, south of Lyons Avenue T1-31 Commercial, Seco Canyon Village A2 -- 2 Commercial, APN 2833-032-043, Carl Court A2 -- 3 Residential, 27740 Bouquet, WK Sonrissa A2 -- 4 Commercial, Blessed Kateri Church A2 -- 5 Commercial, Parcel Map 26684 Lots 1-4 A2 -- 7 Residential, Thompson Ranch/Stetson Ranch Project TIA -- -- Designation for Ad Valorem Zones T1, T2, T3, T4 and T5 r \santa clanta\admin 09-10\reports\Imd\Imd fy09-10 final rpt 29may09 doc Harris & Associates City of Santa Clarita June 9, 2009 Landscape Maintenance Districts ' Combined Engineer's Report, FY 2009-10 Page 9 PART B ' ESTIMATE OF COST The estimated costs for the operation, maintenance and servicing of the facilities are shown below ' Fiscal Year 2009-10. The 1972 Act provides that the total cost of the maintenance and services, together with incidental expenses, may be financed from the assessment proceeds. The incidental expenses may include engineering fees, legal fees, printing, mailing, postage, publishing, and all other related costs identified with the district proceedings. The estimated costs of the improvements for the Districts are voluminous and are not bound in this ' report but by this reference are incorporated and made a part of this report. The estimated costs are on file at the City where they are available for public inspection. The Zone 2008-1 budget is provided below. District No. 1, Zone 2008-1 (Major Thoroughfare Medians) ' Major Thoroughfare Median Maintenance (Citywide) $4,203,576 Less allowance for parcels and Improvements not yet Included ($2,465,364) Net Operation and Maintenance Expenses $1,738,212 Capital Expenses $454,000 Landscaped parkways, side panels and other landscape and ornamental improvements previously funded byT1 Areawide (nowfunded through $745,347 T1AAd Valorem revenues) Less Ad Valorem T1A Revenues ($745,347) ' Administration Costs $12,000 Subtotal. $2,204,212 ' Operating Reserve $1,102,106 Replacement Reserve $626,358 Interest Revenues (positive) ($35,247) ' Prior Year (surplus) or deficit ($1 306 050) Subtotal. $387,167 Total to Assessment: $2,591,379 ' The annual budgets for the Districts and Zones are shown on the following page: Harris & Associates ' r \santa clanta\admin 09-10\reports\Imd\Imd fy09-10 final rpt 29may09 doc M r O QI O O U) N 1 y0 0 Q a) 0 ce- 0 y to c to L r_ C C U to W cu CU r- 0= O 'NO E ' top o U J U C n /b LO m M tO Cl)� MOM N M N co O 69 to O Efi M M n r O w to (") w"tO M r to NtO to N u) O 6R m LO m r� t2 t�rM N O M N 0 V 0 0 6969M m n N al M O (0 co S to n a MN�O C) M N Q Cl M tO r 0 N V C M LO (p r r co M� — � � � N •.�- (V M m 00 Oma 00 N 69 r M (D n t>D tp M NR (D EH CD N m ntOM m Wo (D r tO(Dm M m O mmO M to N mOO N N n mm c0 ' N(pO to M V 69 fA N fR 69 69 69 ER N Ui 69 (O N EA H9 N fA V' 69 N 69 M FA M 69 b4 M 69 M ER N 69 N w fA to N 69 (A fA �O (A co co U) ITN CC) LO N M00M N (D C)8 M'It (M (0M Mmr 0 (0M to V'(0 CO NnM �M(On MCS C y Z O (Dm Oct NaO nMmO ON rm00 �r�-•O LO coNO r- 2i r- (MSM C) LO to (p M�Mr OO Nnr �Olo (b w N� ;z mv(0 Mr C6 N Mtri (O O(0 �(O '�M nON(D (0ry M(O n0 tO V oN mNN OOO(D MSN a) O Ce) rfl 769n d99 to (00(A EA 00(ANM ER ffl M E19 OS OD (A ODO (A .- nOnN (p N 7 K3 M O N of 69 Om V (A N 69 00 �O N fA n M C. 613, 69 d9 6R 69 6R w 61) fR 60 6R 69 61), 619 O 6R 69 LO N O Nr Mr(0(O (D MO pppp topp (O(O(0 (0 M a9 N �r mor; Mr- cc (o ('li CO (ONS N(0 (0 O(O fl- v to O Nan O (D 007:W O Mv(o �L2 tn3 N(0(0O (0M r to N Nr to � ntOO nM(0� 000(O(q rmSm 00 CO f'9 w C (O ('7 (D f7 o M 01 (O m V V V N M V CO (O N V, .- CO CO O (17 00 V to F aN ��(pnp ER 609 E9 to —CN �(D 6r4 ANN ;N �m�n V BH NM to w(D x (R 69 (A 6A (R N C N 69 (A fA (R (A (A 69 0316% (A (A co -(A (A (A LLJ 69 C4 69 N (� IA O O OOOO 00(RO 00 O 000 OSO C) C) C, 69000 -R OO of»o st 1:1, ((pp O(D CD O�p�p O(0 r-- (0 n (p (D n00 (000 o 0 OOOO 0000 0000 OOO 000 000 On00 O�p O(D 00 OO COOS n6Rm C 0 CO 0 0 O o h N (O tri fA^ U) (M v�p O ((toO co ippp O to O O O N (O tO ('7 t17 (O (O oc N s{ N t0 O. 69 bN9 ul 13 ��� d9 V EA �fAa t�t�o p fR 069 &N NX69 �2fR fA ."' N��69 (r' 69 69 fR tR 69 W ul , ca aJ y U'> N O Nr('MO Mn(0fD (OOto (O MM f0m(� to co Nn 7NaO� MOr cor nwNa Mm mtON (0-n OmM n0M M rm O(0(O� V N(O O CD 0M(DCo CO O (0 M M'Tto tn� Na)(Do (DMOr nNOm rN(0I �OD00 (tpp to C c (D to M(0� t%1 N� (AO V m C= Mme- Lo o atri (O woMMm(V (O'a(O O) v�N� Ip N O % 00 tO ER (D ER ER N m r fR CO _m �{ fR O (p EA m fR tO r r r (O .- (0 O r co M LO 00 M tR m (D _m n fA r 6R (0 st M m 6R M 6R O tO r CO LO N M H9 r Cl) w 69 GFi 69 69 6R Vi ' Ui fR ER ER ffi 6R 69 6R CO fR fR ' 6R 6R Vi 69 60 sI^ (o m M00m N coR N NUri rM tO c0 N000M (o mONr M 000m O mtO(DO (li N N O tO Cli LO M to �(pp tONON c0 O Or 00 LO m N tOtOmM m N M 00 NNm ��pp (0a0O a M M V O m7M NO ccpp ��pp to(O -0, m to t O I 7 C ((� Co to (O M O to —7 C t0op O (O CO m M O OO c0 .-- t(j m n O m f- to V: CO Ci (p t t > �U) (8 nfn 6mq fli _m nN6R �((i NM �(O fA�(NON N�N -(W O69 Mh r- co dm969N cep �Np V pMp 6969 �OpD tt( � 6M9 vi pOp (O 64 tR 6R 611, 6% C9 6R 6R 69 N vi 6R 64 6R 6R 69 69 eR 6R 69 6R - Vi 60 6% I fA � 1 d E 7 O 0000 6R 69 EA 6ri 000 fR tR 6R 0000 6R vi 6R 69 o0om to 69 vi (ON(� 0000 0000 000 0000 OOm I d C tT r tT m N O 6R vi 6% 6A 6R 6q fR vi 6R 6R fR vi 6R vi 69 69 vi M -C ' I a > N V N L t ' D to 69 6A fR H 1 ++ al yy 7 N C r Orrtn nTOtn �r n to .- aO O(DN S.-- r st r8i N-1N�f a0� r NpnM 0tgi 0063 r.- 00M� nnm CM rOry mM.-00 tn� C) O00 r, LO C7 to NN (»� O(O O(ON� mc7m (>D to N00 OHIO F -I mm(D 8 ( Q) d t0 (0X00 ER ER aa Vi �Lo EA c0 FA (D - tri 00 (6nV-:, no N tri m�� �n(V (MM�r 6'3 N t C 64 69 M ER ER ER EA Vi fA EA Vi FA ER ER Vi Vl 6R N Q. Vi � ER 69 ER ffi < a7) tvomr (°i ti0 (pE (O Mp m O nN CD mma m0 M 0 o 2p a SN 0U)0 t(r to 0 Lo mn to LO 0) 04 00Cl) C. 0 C nmmv to re It On V 0m O --tO 0mfR too t E c6 rplp vr� d9M I�c-C ov(60p Dov o m oa)(oMMtrio aor—Cl) t Vi 6n969 mNERONOCD 0pvppo-ai 69O S(D (DMtt c') to S fA mann r N fA 6R mU)ap V I V3 (p 6R s to 0 M 6A 69 < < fA 69 fR to 69 6R 6R 6R N Vi 6R tR Vi ER tR ER fR 6M' t LLjnJ ER 6R 60. 6 to _S C OV tOr n m� m Ot0M V Nto� V tp tCJOtO� 0)000 N00m mtott7 Om0 r00mt� NmM Lo D5) m to (0S N M LO V C, tO N N O a0 0) t C2 C V m m OmM� �I�M(M MMN to. -rM rm0t[') MtoN 00v�m (b c! - fir.-- M(Dtnn ry t c0 Nm0 000 Mr�tnt0ai CO�MNtOaiM tCiMNM (0 MM Ce) Oihto ttlNtp 6 3 O LL m OD n N ER MER ER M O m M• N EA fA v N Vi 0 e�tt 69 0 N fR 6R o Vi N fA O r M M ER n tp ffl Vi �p tO ER r M 6R 00 0 00 Cl) M• M N 00 ER r M to M M M N 69 00 N m tO 00 ER X A (t00 o C 6R V 6R 6A 69 69 c 6 (D Q N � O N O (p E c N O a :7 y a) 5 0 (D •c c U� E 7i'iL Z c� N U m CC o = 0) ,io rn m > o8 p U Ny m ^ m 0) T w (0 o� oaz 5 Lcm(� L 3 vc m o oAD m o 0 EO > U-(ca;Dl yac� Sca> mmo >Ff0n _M Cm > m=C7 m W W a(cto� -0oa) HU ca Cac si O c c c c c C U� oy ovm, co (D � >>OO»O ha(75 N U7) Wr lba 22 tL(cm� u)Uzz7noU�QE OO C (O� NM�tO (D r- �(0rM 0)O �N183�-HHH 00N M tO (D HHf- r- CC) Cl) H�04H� CN 04 N��� V ¢ + LiQ V D A A 0 i i I I I 1 1 City of Santa Clarita June 9, 2009 Landscape Maintenance Districts ' Combined Engineer's Report, FY 2009-10 Page 11 PART C METHOD OF APPORTIONMENT OF ASSESSMENT ' GENERAL Part 2 of Division 15 of the Streets and Highways Code, the Landscaping and Lighting Act of 1972, permits the establishment of Maintenance Districts by cities for the purpose of providing certain public improvements which include the construction, maintenance and servicing of street lights, traffic signals and landscaping facilities. Section 22573, Landscaping and Lighting Act of 1972 requires that maintenance assessments be levied according to benefit rather than according to assessed value. This section states: "The net amount to be assessed upon lands within a Maintenance District may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefits to be received by each such ' lot or parcel from the improvements." The Act permits the designation of zones of benefit within any individual Maintenance District if "by reason of variations in the nature, location, and extent of the improvements, the various areas will receive different degrees of benefit from the improvements." (Sec. 22574). Thus, the 1972 Act requires the levy of a true "assessment" rather than a "special tax." ' In addition, Proposition 218 requires that a parcel's assessment may not exceed the reasonable cost of the proportional special benefit conferred on that parcel. Proposition 218 provides that only special benefits are assessable and the City must separate the general benefits from the special benefits. ' REASON FOR THE ASSESSMENT The assessment is proposed to be levied to defray the costs of the installation, maintenance and ' servicing of landscaping improvements, as previously defined herein in Part A of this Report. SPECIAL BENEFIT ANALYSIS ' 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 a way that is particular and distinct from its effect on other parcels and that real property in general and the public at large do not share. Street Landscaping Trees, landscaping, hardscaping, ornamental structures and appurtenant facilities, if well maintained, confer a particular and distinct special benefit upon real property within each Zone of Benefit by providing beautification, shade and positive enhancement of the community character, attractiveness and desirability of the surroundings. In addition, all of the aforementioned contributes to a specific increase in property desirability and a specific enhancement of the property value of each parcel ' Harris & Associates I \santa clanta\admin 09-10\reports\Imd\Imd fy09-10 final rpt 29may09 doc City of Santa Clarita June 9, 2009 Landscape Maintenance Districts Combined Engineer's Report, FY 2009-10 Page 12 within each Zone of Benefit which confers a particular and distinct special benefit upon the real ' property within each Zone of Benefit. In Parkways and Land Values, written by John Nolan and Henry V. Hubbard in 1937, it is stated: ' 11... there is no lack of opinion, based on general principals and experience and common sense, that parkways do in fact add value to property, even though the amount cannot be determined exactly.... Indeed, in most cases where public money has been spent for parkways the assumption has been definitely made that the proposed parkway will show a provable financial profit to the City. It has been believed that the establishment of parkways causes a rise in real estate values throughout the City, or in parts of the City,..." It should be noted that the definition of "parkways" above may include the roadway as well as the landscaping along side the roadway. Landscaped Medians in the Major Thoroughfares. The landscape improvements in the medians along the major thoroughfares confer a particular and distinct special benefit upon real property within the City by providing beautification, and positive enhancement of the community character, ' attractiveness and desirability of the City. In addition, all of the aforementioned contributes to a specific increase in property desirability and a specific enhancement of the property value of each parcel within the City which confers a particular and distinct special benefit upon the real property within the City. These major thoroughfares are the entryways into the City and as such provide beautification to the entire City; therefore, all parcels within the City are conferred a special benefit from the landscaped medians in the major thoroughfares. Landscaping in the medians along the major thoroughfares provides only incidental benefits to motorists traveling to, from or through the City. Recreational Trails and Greenbelts. Landscaping along recreational trails and greenbelts, if well maintained, confer a particular and distinct special benefit upon real property within each Zone of Benefit by providing beautification and positive enhancement of the community character, attractiveness and desirability of the surroundings. In addition, all of the aforementioned contributes ' to a specific increase in property desirability and a specific enhancement of the property value of each parcel within each Zone of Benefit which confers a particular and distinct special benefit upon the real property within each Zone of Benefit. ' In "Greenways for America" by Charles E. Little, it is stated: "... [real estate] agents routinely advertise properties as being on or near the trail.... property near but not immediately adjacent to the Burke -Gilman Trail is significantly easier to sell and, according to real estate agents, sells for an average of 6 percent more as a result of its proximity to the trail. Property immediately adjacent to the trail, however, is only slightly easier to sell .... trails are an amenity that helps sell homes, increase property values and improve the quality of life." ' Additionally, the National Recreation and Park Association, in June 1985, stated: "The recreation value is realized as a rise in the value of land and other property in or near the recreation area, and is of public interest to the taxpayers, who have a stake in a maximum of total assessed values." Harris & Associates r \santa clanta\admin 09-10\reports\Imd\Imd ty09-10 final rpt 29may09 doc ' City of Santa Clarita June 9, 2009 Landscape Maintenance Districts Combined Engineer's Report, FY 2009-10 Page 13 Operation and maintenance of the trails and greenways within the City confers a particular and 1 distinct special benefit to those properties within the community immediately surrounding the improvements. ' General Benefits The general benefits associated with trees, landscaping improvements, hardscaptng, ornamental structures and appurtenant facilities are considered incidental, negligible and non -quantifiable. ' Landscaping in the medians along the major thoroughfares provides only incidental, negligible and non -quantifiable benefits to motorists traveling to, from or through the City. Operation and maintenance of the trails and greenways within the City provides only incidental, negligible and non - quantifiable benefits to pedestrians and cyclists traveling through the trails and greenbelts. The improvements detailed in Part A herein confer special benefits that affect the assessed property in a way that is particular and distinct from the effects on other parcels and that real property in general and the public at large do not share. APPORTIONMENT METHODOLOGY 1 The following table lists the various Zones and Annexations within the Districts, their land use and assessment type, and the number of assessable parcels, units, acreage or EDU's. 1 11 There are various apportionment methodologies used in the Districts. A "Method Code" in the table below identifies the specific methodology used for each District, Zone and Annexation. These "Method Codes" are explained after the table. 1 4 - Comm Acreage 9.88 2 1 5 - Res Parcel 161 1 ................-.,............ .__ ................. .....................---..................... 5A Res Parcel 14 1 1 6 - Res Parcel 281 1 1 7 - Res EDU 1054.30 6 ' = Harris & Associates r \santa clanta\admin 09-10\reports\Imd\Imd fy09-10 final rpt 29may09 doc Pcls / Units / Method Code Asmt Acreage/ (descriptions District Zone Annex Land Use Type EDU's follow this table) 1 1 lA ......--- Res/Comm _._.......... ....................... ........................ Parcel 105.00 1 _.�... 1B Comm Acreage __.........._... 188.84 - - -- .................... ._.-• ... 2 1 C _._.._..__.__.....__•_.•. Res .............. _....................•........................................ —.__.._....__ Parcel _ .................................... 148 ....... ...... ....... .... --............_.. 1 1D -. _.._..._ ....-....._..... Res/Comm •............................. Parcel ....... .... ...... ... .............. ........ .................. 502 ..... _... ............. 1 1F —-.............._... - - Res --._.._........._. . .................. _ _ EDU - _............... . --- 117 ...3.........._.._ ........ 1G Res _ ._ .__.. .... EDU . _ ...... 261.290 ...., .................. . 5 I 2A - .............. ............-Comm Acreage 14.41 2 _..... ...?.B..._...----.... -.................._.._..._........g ............Comm ..................................................... Acrea e ................... _......................••• 2 2C Comm Parcel .................2 3 1 2D _... Comm .......... ............ Acreage 1 2 2E Comm ........... Parcel _.................. 1 _ . _ _._ _...... .. 1 .......... 2F ........... _ , _ ..... .................. ............,,. - Comm Parcel .......... . .... ., 1 _ 1 ................................. 2G .......................................... Comm _ ..............................•.• Acreag e ... •....,,.............................. _ 7.17 ..,..,,....,..........................__...................• 2 1 3- .....................• Res Parcel 76 1 3A - ............. Res Parcel ....................... 177 ................. 1 1 4 - Comm Acreage 9.88 2 1 5 - Res Parcel 161 1 ................-.,............ .__ ................. .....................---..................... 5A Res Parcel 14 1 1 6 - Res Parcel 281 1 1 7 - Res EDU 1054.30 6 ' = Harris & Associates r \santa clanta\admin 09-10\reports\Imd\Imd fy09-10 final rpt 29may09 doc City of Santa Clarita Landscape Maintenance Districts Combined Engineer's Report, FY 2009-10 Res Parcel 459 June 9, 2009 Page 14 District Zone Annex Land Use Asmt Type Nis / Units / Acreage/ EDU's Method Code (descriptions follow this table) 1 8 - Res Parcel 39 1 1 15 - Res/Comm EDU 410.250 7 1 16 - Comm/Vac EDU 7,655.520 7 1 17 - Multiple EDU 1,447.740 5 1 18 - Res/Comm EDU 3,873.905 7 1 19 - Res/Comm EDU 1,204.695 7 1 20 - Res/Comm- EDU 337.320 7 1 2008-1 Res/Comm EDU 45,404.445 7 T1 T2 - Res/Comm Parcel 1,037 1 T1 T3 - Res/Comm Parcel 462 1 T1 T4 - Res/Comm Parcel 674 1 T1 T5 - Res/Comm Parcel 741 1 T1 T6 - Res/Comm Parcel 603 1 T1 T7 - Res/Comm Parcel 1,815 1 T1 T8 - Res/Comm Parcel 2,140 1 TI -T17 - Res Parcel 74 1 T1 T23 - Res/Comm Parcel 1,492 1 TI T23 A - Res Parcel 383 1 T1 T23B - Res Parcel 156 1 T1 T29 - Res Parcel 221 1 T1 T31 - Res/Comm Parcel 183 1 T1 T42A - Res Parcel 625 1 T1 T42B - Res Parcel 86 1 T1 T42C - Res Parcel 95 1 T1 T46 - Res/Comm Parcel 2,305 1 T1 T47 - Res/Comm Parcel 1,489 1 T1 T52 - Res Parcel 459 1 T1 -- - Res/Comm Unit 8 1 -- TIM Comm Parcel 5 1 T1 Q Res 'Parcel 9 1 T1s Comm Parcel 1 1 T1U —_..........___ _._......._.........._..... Res _......_._._ EDU -._.._.. 21 4 T1V Comm .. Parcel ......... _.... - ---- ........ .. 11 -...�--- .. 1 TW Res EDU 21.33 4 T1-31 Comm EDU 5 3 A2 -- 2 Comm EDU 10 3 A2 -- 3 Res EDU 35 3 A2 -- 4 Comm EDU 5 3 A2 -- 5 Res/Comm EDU 10 3 A2 -- 7 Res EDU 207 3 Note: The number of parcels, units, acres and EDU's shown in the table above reflect the current information for the r \santa clanta\admin 09-10\reports\Imd\Imd fy09-10 final rpt 29may09 doc Harris & Associates ' City of Santa Clarita June 9, 2009 Landscape Maintenance Districts ' Combined Engineers Report, FY 2009-10 Page 15 Districts. These numbers will be updated prior to submitting the final Assessment Roll to the County Auditor - Controller for placement on the property tax bills Fluctuations in the number of parcels and other information may occur from year to year as parcels subdivide, combine and/or change uses Method Code Definitions: Method 1— The assessment is apportioned to the benefiting properties on a per -parcel basis. ' Method 2 — The assessment is apportioned to the benefiting properties on an acreage basis where all parcels are assessed based on the parcel's percentage of the total number of acres in the annexation or zone. ' Method 3 — The assessment is apportioned to the benefiting properties based on Equivalent Dwelling Units (EDU's) such that a Single Family Detached Residence (SFR) is equal to 1 EDU ' and all other properties are converted to EDU's based on their relative benefit as compared to an SFR as follows: Single Family Residential 1 single family dwelling unit = 1 EDU Multi Family Residential Condos 1 single family dwelling unit = 1 EDU Multi Family Residential Apartments 1 apartment unit = 1 EDU Commercial Industrial 1 commercial/industrial parcel = 5 EDU Method 4 — The assessment is apportioned to the benefiting properties based on Equivalent PP g p P q Dwelling Units (EDU's) such that a Single Family Detached Residence (SFR) is equal to 1 EDU ' and all other properties are converted to EDU's based on their relative benefit as compared to an SFR as follows: ' Single Family Residential 1 single family dwelling unit = 1 EDU Multi Family Residential Condos 1 condo family dwelling unit = 1 EDU 2 single family dwelling unit ' Multi Family Residential Apartments 1 apartment unit = 0.8 EDU Commercial Industrial 1 commercial/industrial parcel = 3-5 EDU ' Method 5 — The assessment is apportioned to the benefiting properties based on Equivalent Dwelling Units (EDU's) such that a Single Family Detached Residence (SFR) is equal to 1 EDU and all other properties are converted to EDU's based on their relative benefit as compared to an ' SFR as follows: Assessed EDU EDU Land Use Unit X Factor — Rate Residential Single family home 1 dwelling x 1 = 1.00 EDU / dwelling ' Single family vacant (subdivided) 1 parcel x 0.25 = 0.25 EDU /parcel Multi -Family (incl. Condo) 1 dwelling x 0.8 = 0.80 EDU / dwelling ' Mobile Home Parks 1 space x 0.5 = 0.50 EDU / space Developed Non -Residential 1 acre x 6 = 6.00 EDU / acre ' Vacant / Park / School I acre x 1.5 = 1.50 EDU / acre ' Harris &Associates r \santa clanta\admin 09-10\reports\Imd\Imd fy09-10 final rpt 29may09 doc City of Santa Clarita June 9, 2009 Landscape Maintenance Districts ' Combined Engineer's Report, FY 2009-10 Page 16 Method 6 — The assessment is apportioned to the benefiting properties based on Equivalent ' Dwelling Units (EDU's) such that a Single Family Detached Residence (SFR) is equal to 1 EDU and all other properties are converted to EDU's based on their relative benefit as compared to an SFR as follows: Single Family Residential 1 single family dwelling unit = 1 EDU Condominiums 1 single family dwelling unit = 0.8 EDU ' Multi Family Residential Apartments 1 apartment unit = 0.5 EDU Method 7 — The assessment is apportioned to the benefiting properties based on Equivalent Dwelling Units (EDU's) such that a Single Family Detached Residence (SFR) is equal to 1 EDU and all other properties are converted to EDU's based on their relative benefit as compared to an SFR as follows: ' Assessed EDU — EDU Land Use Unit x Factor Rate Residential — Single family home 1 dwelling x 1 1.00 EDU /dwelling Single family vacant (subdivided) 1 parcel x 0.25 = 0.25 EDU / parcel ' Multi -Family (incl. Condo) 1 dwelling x 0.75 = 0.75 EDU / dwelling Mobile Home Parks 1 space x 0.5 0.50 EDU / space Developed Non -Residential 1 acre x 6 = 6.00 EDU / acre ' Vacant / Park / School 1 acre x 1.5 = 1.50 EDU / acre ASSESSMENT APPORTIONMENT AND RATES District No. 1, Zone 2008-1 (Major Thoroughfare Medians) ' The maintenance of landscaping in the existing and planned medians within the existing and planned major thoroughfares of the City provides unique, distinct, special and direct benefit to all parcels in the City. The associated costs of these benefits, including city administration costs, are spread to all parcels within these areas based on Equivalent Dwelling Units (EDU's) per Method 7, above. There are 88,600.94 EDU's in the entire City of Santa Clarita. The assessment rate for Major Thoroughfare Medians is calculated as follows: $5,056,743 - 88,600.940 EDU = $57.07 / EDU ' Only those parcels that have been annexed into Zone 2008-1 will be levied this assessment. There are 45,404.445 EDU's currently within this zone and the revenue generated by these parcels is shown in the table below. Until such time as the Citywide major thoroughfare median system is completed and the remaining City parcels are annexed into Zone 2008-1 (Major Thoroughfare Medians), an allowance will be made for the balance of the projected budget required for citywide major thoroughfare median maintenance. ' The table below provides the assessment apportionment and shows the estimated maximum annual assessment rate for each Zone and Annexation for FY 2009-10. Harris & Associates r \santa clanta\admin 09-10\reports\Imd\Imd fy09-10 final rpt 29may09 doc ' City of Santa Clarita Landscape Maintenance Districts Combined Engineer's Report, FY 2009-10 June 9, 2009 Page 17 Notes Pcls / Unit / FY 08-09 FY 09-10 FY 09-10 FY 09-10 Total b (see end Asmt Acreage / Max. Max Actual Annual Levy ' A Zone Annex. of table) Type EDU's Asmt Rate Asmt Rate Asmt Rate Amount 1 1 1 A Parcel 105 $123.00 $123.00 $000 $0.00 1B 188.84- $763.62 $76362 $763.62 $144,202.87 ' -- ---EDU 1C Parcel 148 _ $71220 $712 20 -- 012.20 --• $105,405 87 1D _ - Parcel --- 502 - $276.86 -- - -- $276.86 --- $138.43 $69,491.86 1F EDU 117 $118.65-- $118_65 $118_65 _........ $13,882.09 --- _- - 1G EDU - 26129 -- $60.36 - - $60.36 -- $60.36 $15,77099 - Sdbibtal: $348,753.69 1 2A - - Acreage- 14.41 $2,077.46 $2,077.46 $2,077.46 $29,936.14 - 2B Acreage - 2 $5,410.91 $5,410.91 $5 410.91 $10 821.81 2C - Parcel - 3 $5,859.67 $5,859.67 $5,859.67 $17,579.02 2D Acreage 1 $2,608.69 $2,608.69 $2,608.69 $2,608.69 2E Parcel 1 $455.70 $455.70 $455.70 $455.70 ' 2F - Paroel I _ $2,613.60 $_2,613.60 $2,613.60 $2,613.60 2G -_-- Acreage 7.17 $994_45- $994.45 -$994.45 $7,130.20 -'Subtotal:,.e _.$71;104 1 3 �- Parcel - 76 - $600.49 ------- $600.49 $600.49 $45,637.49 3A Parcel - 177 --- $234.13 - - ----- - ----- $234.13 - - $_23413 $41,440.91 Subtotal:'-- x$87,078.40 1 4 - Acreage 9.88 $459.26 $459.26 $459.26 >-, -$4;'S3 5 1 5 - Parcel 161 --,-$I 100 08 $1,100.08 $1,10008 $177,113.37 -- SA -- Parcel 14 $741.47 $741.47 $741.47 - $10,380.53 „,Subtotal- $187,49390 . 1 6 - Parcel 281 $594.78 $594.78 $594.78` $167,13339 1 1 7 8 - EDU 1,054.300 $23608 $236.08 $236.08• , ~¢$248;901.0.6 - Parcel 39 $276.06 $276.06 $27606;_ _4$1 166.0 1 15 - EDU 410.250 $880.82 $880.82 $440.41 3180,67788 1 16 - EDU 7,655.520 $28.03 $28.03 $28.03 °'x$214,548.17 1 17 EDU 1,447.740 $73.86 $73.86 $7386 $106,92935, 1 18 - EDU 3,873.905 $175.61 $175.61 $175.61 ` ` ` "$680,296.46 1 19 - EDU 1,204.695 $69.76 $69.76 $6976;,;4$84,037.7'0 1 20 - EDU 337.320 $2,73610 $2,736.10 $296.45: $100,000.00 ' 1 T1 2008-1 T2 - EDU Parcel 45,404.445 1,037 $57.07 $57.07 $57.0711" 32;591;379.24 - $182.28 $182.28 $182.28' ,$189,027.66 Tl T3 - Parcel 462 $361.88 $361.88 $361.88°°`" $167,1$882 Tl T4 - Parcel 674 $193.02 $193.02 $193.02> $130,09282' Tl TS Parcel 741 $19434 $194.34 $194.34 $144,004.67 Tl T6 - Parcel 603 $216.84 $216.84 $216.84' $130,752.73 Tl T7 - Parcel 1,815 $252.29 $252.29 $252.29` $457;905:61,' Tl T8 - Parcel 2,140 $469.12 $469.12 $469.12 $1,003,90886' Tl Tl T17 T23 - - (1) Parcel Parcel 74 954 $465.06 $62456 $465.06 $624.56 $465.06" $62456 `$34,414.19` $595,83227 T23-1 - Parcel 382 - $361.88 $36188 $361.88 $138,238.37 T23-2 - Parcel 156 $36188 $361.88 $361.88 $56,453.37 1,492 Subtotal: $790,524.01 Harris &Associates r \santa clarita\admin 09-10\reports\Imd\Imd fy09-10 final rpt 29may09 doc ' City of Santa Clarita June 9, 2009 Landscape Maintenance Districts Combined Engineer's Report, FY 2009.10 Page 18 Notes Pcls / Unit / FY 08-09 FY 09-10 FY 09-10 FY 09-10 Total b (see end Asmt Acreage / Max. Max. Actual Annual Levy A Zone Annex. of table) Type EDU's AsmtRate AsmtRate AsmtRate Amount Tl T23A Parcel 383 $730.44 $730.44 $730.44,i' � ` 'S2,79,,'70.29 Tl T23 Parcel 156 $616.52 $616.52 $616.52"' 396,17635 Tl T29 - Parcel 221 $33238 $332.38 $332.38!'-` -X$73,45556 ' T1 T31 - (2) Parcel (See T31-1 & -2) T31-1 - Parcel ....... 182 $1,024.92 _- ---- $1,024.92 - -_ $1,024.92 $186,535.79 _ T31-2 - Parcel 1 $6,562.18 $6,562.18 --- - -- - - - $6,562.18 $6,562.18 183 g��Subtofal:�4�`., $193;09798 - Tl T42A Parcel 625 $72922 $729.22 $729.22 ,'-;�'- $455,-!§.60 Tl _ T_42_B _ -_ (3) Parcel (See T_42_B_ -1,_ -2 & -3) _ T42B-1 - - -- - Parcel T42B-2 - Parcel _ --- 40 31 $741.09 $1,576.78 $741.09 $1,576.78 $741.09 $29,643.79 $1,576.78 $48,88023 T4213-3 - Parcel - 15 $126.85 -- $126.85 ------ - $126.85 $1,902.79 86 Subtotal: x$80,426.81' Tl T42C Parcel 95 $679.41 $679.41 $679.4l,",,," , _,$64;544377, Tl T46 & Annex Parcel 2,305 $755.04 $755.04 $755.W',,' ` $1,740,368A3 T46A Tl T47 Parcel 1,489 $37420 $374.20 $374.20"` s $557;190.13 T52 - Parcel 459 $748A1 $748.41 $748.41 w 43;Sg1950 Tl -- - Unit TIM Parcel -- 8 5 $63.43 $2,06333 $63.43 $2,063.33 $63.43 $50741 $0.00 $0.00 --T-IQ Parcel 9 $335.08 $335.08 $0.00 $0.00 TIS 1 $335.07 $335.0_7 $0.00 ' _ -- - -----Parcel T1U EDU - 21 - $63.43 $63.43 _$0.00 _ $0.00 $0.00 T1V Parcel 11 $532.88 $532.88 $0.00 $0.00 T1W -- EDU - -- 21 33 _ $63.43 $63_43 $0.00 $0.00 ' T1-31 EDU _ - 5 - - $7,399.44 ............ - $7,399.44 ............ $7,399.44 $36,997.20 _.._ 'Subtotal: $37,504.61 A2 -- 2 -__ - -EDU - 10 65.05834 $65.06 $65.06 $650.58 A2 -- 3 EDU 35 $6256 $62.56 $62.56 $2,189.55 A2 -- _- 4 EDU - - - -- 5 - - $62 56 - ------ $62.56 $62.56 $312.79 A2 -- 5 EDU 10 ------- - $62.56 $62.56 - --- --- -- ---- $62.56 $625.58 ' A2 -- 7 -- 4 EDU 207 $4.9.6 $4.96 - $4.96 $12,316.67 Subtotal: ' '$16;095.17 Total: $12,069,395.96 ' (1) Zone T23 - Consists of 1,490 residential parcels Zone T23 has 951 SF units and 3 non -res; Zone T23-1 has 382 condo units, Zone T23-2 has 156 condo units (2) Zone T31 - Consists of 182 residential parcels and one commercial parcel ' (3) Zone T42B -Is comprised ofthree separate Areas Area 3 Area 1 (T42B-1) assessed 40 parcels, Area 2 (T4213-2) assessed 31 parcels, and (T4213-3) assessed 15 parcels (4) The assessment rate for this Zone or Annexation is a per -month rate All Districts, Zones and Annexations have been balloted and at the time of approval, voted for an allowable inflation factor. The annual inflation factor this Fiscal Year 2009-10, as calculated from r \santa 09-10\reports\Imd\Imd Harris &Associates clarita\admin fy09-10 final rpt 29may09 doc ' City of Santa Clarita June 9, 2009 Landscape Maintenance Districts Combined Engineer's Report, FY 2009-10 Page 19 February 2008 to February 2009, is 0.0% based on Consumer Price Index (CPI) for All Urban ' Consumers, for the Los Angeles, Riverside and Orange County areas. The actual assessments levied in any fiscal year will be as approved by the City Council and may not ' exceed the maximum assessment rate without receiving property owner approval for the increase. II 1 W Harris & Associates r \santa clanta\admin 09-10\reports\Imd\Imd fy09-10 final rpt 29may09 doc ' City of Santa Clarita June 9, 2009 Landscape Maintenance Districts Combined Engineer's Report, FY 2009-10 Page 20 PART D ' ASSESSMENT ROLL The total proposed assessment for Fiscal Year 2009-10 and the amount of the total proposed assessment apportioned to each lot or parcel within the District, as shown on the latest assessment roll at the Los Angeles County Assessor's Office, are contained in the Assessment Roll on file in the office of the City Clerk of the City of Santa Clarita, which is incorporated herein by reference. ' The description of each lot or parcel is part of the records of the Assessor of the County of Los Angeles and these records are, by reference, made part of this Report. ' PART E ASSESSMENT DIAGRAM ' The following page shows an overview of the Landscape Maintenance District Boundary Map. Detailed District boundary diagrams will be available for inspection at the office of the City clerk during normal business hours and, by reference, are made part of this report. W � Harris &Associates r \santa clarita\admin 09-10\reports\Imd\Imd fy09-10 final rpt 29may09 doc is i IN 0 v 42 u 0 oa .r_ ro x 11 N L IN 4A a, 42 0 Ln Ln oa Ln a x M �L l� U c M CO 4- 0 a 42 Q 0 ca X L .Z IF LJ Final Engineer's Report for City of Santa Clarita Streetlight Maintenance District No. 1 Fiscal Year 2009-10 Forthe CITY OF SANTA CLARITA Los Angeles County, California June 9, 2009 City of Santa Clarita June 9, 2009 Streetlight Maintenance District No. 1 ENGINEER'S REPORT Table of Contents Certifications..............................................................................1 Introduction................................................................................ 2 Report......................................................................................... 5 Part A - Plans and Specifications .......................................... 7 Part B - Estimate of Cost ....................................................... 8 Part C - Assessment Diagram .............................................. 10 Part D — Assessment Roll .................................................... 10 Part E - Method of Apportionment of Assessment .............11 • r� U Usama clanta\Admin 09.10\ceports\SMD\smd 09-10 Final rpt 29May09.doc Hams & Associates • • • 5 3,%ViF.,,W-E-,I I� V T�- � i City of Santa Clarita June 9, 2009 Streetlight Maintenance District No. 1 Pagel ENGINEER'S REPORT CITY OF SANTA CLARITA STREETLIGHT MAINTENANCE DISTRICT NO. 1 The undersigned respectfully submits the enclosed report as directed by the City Council. DATED: June 9, 2009 i BY: Joan ox R.C.E. No. 41965 I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and Assessment Diagram thereto attached, was filed with me on the day of 92009. Sharon L. Dawson, City Clerk, City of Santa Clarita Los Angeles County, California LM I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and Assessment Diagram thereto attached, was approved and confirmed by the City Council of the City of Santa Clarita, California, on the day of .2009. R.lsanta clarita\Admin 09-10\reports\SMD\smd 09-10 Final rpt 29May09.doc Sharon L. Dawson, City Clerk, City of Santa Clarita Los Angeles County, California Harris & Associates City of Santa Clarita Streetlight Maintenance District No. 1 Introduction This report is prepared in compliance with the requirements Landscaping and Lighting Act of 1972, (hereinafter referred to Division 15 of the California Streets and Highways Code. June 9, 2009 Paae 2 of Article 4, Chapter 1 of the as the "Act") which is Part 2, Prior to Fiscal Year 1998199, streetlighting services in the City were provided by a special benefit district administered by the County of Los Angeles. The Santa Clarita area was included in two separate districts under the County's jurisdiction. County Lighting District LLA -1 was formed on July 24, 1979 and was supplemented by the existing County Lighting Maintenance District (CLMD) 1867. Upon incorporation of the City of Santa Clarita in 1987, a Santa Clarita Zone was formed specifically for the area within the City's boundaries. CLNID 1867 and County Lighting District LLA -1 are contiguous with each other and are wholly within the City's boundaries. However, County Lighting District LLA -1 covers a greater portion of the City. The District referred to as CLIv1D 1867 is funded from ad valorem property tax revenue pursuant to the Improvement Act of 1911, wfith the rate set by Proposition 13. County Lighting District LLA -I was established and is funded by assessments levied beginning in 1979 pursuant to the Landscape and Lighting Act of 1972 when new annexations to the County Lighting District could no longer collect ad valorem revenue. LLA -1 was established to cover the lights in the new annexation areas and to supplement the current ad valorem revenue. As of July 1, 1998, all Streetlight districts are under the jurisdiction of the City as Streetlight Maintenance District No. I (previously LLA -1) and No. 2 (previously CLMD 1867) respectively. It is now the City's responsibility to prepare and levy the annual assessments necessary to maintain the streetlights within the District. Upon the effective date of the transfer, the City assumed total responsibility for the District's maintenance contract under which Southern California Edison is providing the required services. Pursuant to the Act, the City Council is now the legislative body for the District and may levy annual assessments and act as the governing body for the operation and administration of the District. In future years, as territory is annexed into the City, annexation to the District will be a condition of annexation to the City. In addition, any new development will also be required to annex into the existing District. All new annexations will be annexed into Streetlight Maintenance District No. 1, under the 1972 Act. It is not clear at this time whether the City can collect ad valorem on any new annexations. This report includes all annexations that have been approved by the Council prior to October 28, 2008. The Act provides for the levy of annual assessments after formation of an assessment district for the continued maintenance and servicing of the district improvements. The costs associated with the installation, maintenance, and service of the improvements may be assessed to those properties which are benefited by the installation, maintenance, and service. r� U • This report addresses only Streetlight Maintenance District No. 1. District No. 2, the ad valorem portion, is handled through the County Auditor and the State Board of Equalization and is not acted R:\santa claritaW.dmin 09-10\reports\SMD\surd 09-10 Final rpt 29May09.doc I Harris &Associates • City of Santa Clarita June 9, 2009 Streetlight Maintenance District No. 1 Page 3 upon by the City Council. Right To Vote on Taxes Act (Proposition 218) On November 5 1996, the electorate approved Proposition 218, Right to Vote on Taxes Act, which added Articles XIIIC and XIIID to the California Constitution. The Proposition affects all assessments upon real property for a special benefit conferred on the property. Assessments imposed under the Landscaping and Lighting Act of 1972 are these types of benefit assessments. As written, Proposition 218 exempts assessments for street purposes. The maintenance services in Streetlight Maintenance District No. 1 are for streetlights. They are an integral part of the entire street, the same as curb gutters, pavement, signage and striping. Taken as a group, they are the elements that provide a safe route for motorists and pedestrians. Streetlights are installed to make streets safer. Streetlights are installed to provide better visibility for drivers. One hundred (100) percent of the illumination from the lights is directed to the street, ninety (90) percent on the street side of the curb and ten (10) percent behind the curb. The spacing of the lights is based on the speed of the vehicles and the natural ability of the motorists' eyes to adjust to light and dark areas. Most parcels included in the District were originally part of a development that was conditioned to install streetlight improvements before the development could proceed. Thereafter, each developer who was conditioned to enter into the District agreed to the inclusion of their property in the District along with the assessments being imposed on their property. Once the development was sold, all subsequent owners of parcels were also made aware through title reports and Department of Real Estate "White Paper" Reports that the parcels were in the District and subject to the assessments. Purchase of the parcel(s) was also an agreement by the new owners to be subject to the assessments. Article XIIID, Section 5(a) of the State Constitution, provides that any assessment imposed exclusively to finance the capital costs or maintenance and operation expenses for sidewalks, streets, sewers, water, flood control, drainage systems or vector control, shall be considered exempt from the procedures and approval process set forth in Section 4 of Article XIIID. Streetlights are installed on and are for street purposes. They are maintained and serviced to allow the street to perform to the standards it was designed. Assessments for the maintenance and servicing of the streets must include streetlights and therefore, the assessments for Streetlight Maintenance District No. 1 are exempt under the provisions of Proposition 218. This exemption applies only to assessments existing on the effective date of Proposition 218, November 6, 1996, and the exemption is only from the procedures and approval process set forth in Article XIIID, Section 4. Subsequent increases, if any, will be subject to the procedures and approval process of Section 4 of Article XIIID. All parcels included in the Streetlight Maintenance District No. 1 prior to 1998 are covered by this exemption and the maximum assessment rate for those parcels is $12.38 per Equivalent Dwelling Unit (EDU). Most parcels annexed into the District after 1998 were annexed at the rate of $50.00 per EDU and with that rate subject to cost of living escalation equal to the annual change in the Consumer Price Index (CPI). RA\santa clarita\Admin 09-10\reports\SMD\smd 09-10 Final rpt NMay09.doc I N Harris &Associates City of Santa Clarita June 9, 2009 Streetlight Maintenance District No. 1 Page 4 The City may annually initiate proceedings for the continued maintenance and servicing of streetlight improvements by passing a resolution which orders an engineer to prepare and file a detailed report generally' describing any proposed new improvements or any substantial changes in existing improvements. This report prepared by the engineer must include: plans and specifications of any new improvements; an estimate of the costs of the new improvements, including maintenance and servicing of the new or existing improvements; and a diagram, i.e., a map of the assessment district showing the boundary of the District; and the parcels or lots which benefit. Once the report is completed, it is presented to the City Council for its review and approval as presented, or may be modified and approved. After the report is approved, the City adopts the Resolution of Intention which declares its intent to levy and collect assessments, describes the improvements, including maintenance and servicing, refers to the District by its distinctive designation, refers to the report for the details of the District, and sets a time and place for a public hearing on the levy of the proposed assessment. Assessments, if authorized, would be placed on the 2009-10 County Tax Roll and would be collected with the regular County property taxes. Reserve funds would be used to fund the maintenance and service until assessment funds are distributed by the County Tax Collector in December of 2009. U • RAsanta clarita\Admin 09-10\reports\SMD\smd 09-10 Final rpt 29May09.doc Hams & Associates City of Santa Clarita June 9, 2009 Streetlight Maintenance District No. 1 Page 5 • / CITY OF SANTA CLARITA FISCAL YEAR 2009-10 ENGLNEER'S REPORT PREPARED PURSUANT TO THE PROVISIONS OF THE LANDSCAPING AND LIGHTING ACT OF 1972 SECTION 22500 THROUGH 22679 OF THE CALIFORNIA STREETS AND HIGHWAYS CODE Pursuant to Part 2 of Division 15 of dhe Streets and Highways Code of the State of California, and in accordance with the Resolution of Initiation adopted by the City Council of the City of Santa Clarita State of California, in connection with the proceedings for: CITY OF SANTA CLARITA STREETLIGHT NLAINTENANCE DISTRICT NO. 1 Hereinafter referred to as the "Assessment District" or "District", I, Joan E. Cox, P.E., the authorized representative of Harris & Associates, the duly appointed ENGINEER OF WORD, submit herewith the "Report" consisting of five (5) parts as follows: PART A • PLANS AND SPECIFICATIONS Plans and specifications for the improvements are as set forth on the lists thereof, attached hereto, and are on file in the Office of the City Engineer and are incorporated herein by reference. PART B ESTLMATE OF COST An estimate of the costs of the proposed improvements, including incidental costs and expenses in connection therewith, is as set forth on the lists thereof, attached hereto, and are on file in the Office of the City Clerk and incorporated herein by reference. PART C ASSESSMENT DIAGRAM The Diagram of the Assessment District Boundaries showing the exterior boundaries of the Assessment District and the lines and dimensions of each lot or parcel of land within the Assessment District. Usanta clarita\Admin 09-10\reports\SN1D\smd 09-10 Final rpt 29May09.doc Harris & Associates {rr�l'ti�`��,�,!�,�fT'll I � f"� � � _•�r3 n41�\�� City of Santa Clarita June 9, 2009 Streetlight Maintenance District No. 1 Page 6 The lines and dimensions of each lot or parcel within the Assessment District are those lines and • dimensions shown on the maps of the Assessor of the County of Los Angeles for the fiscal year to which this Report applies. The Assessor's maps and records are incorporated by reference herein and made part of this Report. PART D ASSESSMENT ROLL An assessment of the estimated cost of the improvements on each benefited lot or parcel of land within the Assessment District. PART E METHOD OF ASSESSMENT The method of apportionment of assessments, indicating the proposed assessment of the net amount of the costs and expenses of the improvements to be assessed upon the several lots and parcels of land within the Assessment District, in proportion to the estimated benefits to be received by such lots and parcels. • • RAsanta clarita\Admin 09-10\reports\SMD\smd 09-10 Final rpt 29May09.doc Harris & Associates City of Santa Clarita June 9, 2009 Streetlight Maintenance District No. 1 Page 7 PART A Plans and Specifications Streetlight Maintenance District No. 1 was established to collect funds to cover the expenses for energy and maintenance of a majority of streetlights in the City. These costs are billed by the Southern California Edison Company for all approximate 14,739 streetlights currently owned and maintained by Edison and all approximate 732 streetlights owned by the City. The proposed new and/or existing improvements for Streetlight Maintenance District No. 1 include, but are not limited to, and may be generally described as follows: • The installation of street lighting, traffic signals and other appurtenant facilities that are necessary for the daily operation of said lighting located within City road rights-of-way. Installation covers all work necessary for the installment or replacement of said lighting and all appurtenant work necessary to complete said installation or replacement. • The operation, maintenance, and servicing of all existing street lighting, traffic signals, and other appurtenant facilities that are necessary for the daily operation of said lighting located within City road rights-of-way. Operation, maintenance, and servicing means all work necessary for the daily maintenance required to maintain said lights in proper operation including providing said lights with the proper energy necessary to operate the lights. All improvements consisting of ornamental streetlights, mast arm streetlights and appurtenant . facilities do exist at the present time. The cost associated with these improvements will be the cost of operations, maintenance and servicing during Fiscal Year 2009-10. Plans and Specifications for the improvements for the, Streetlight Maintenance District are voluminous and are not bound in this report but by this reference are incorporated and made a part of this report. The plans and specification are on file at the City where they are available for public inspection. • Locations of all streetlights are included on lighting inventory maps available for inspection at the City. RA\santa clarita\Admin 09-10\reports\SMD\smd 09-10 Final rpt 29May09.doc Hams & Associates City of Santa Clarita June 9, 2009 Streetlight Maintenance District No. 1 Page 8 PART B Estimate of Cost The Act provides that the estimated costs of the improvements shall include the total cost of the improvements for Fiscal Year 2009-10, including incidentals; which may include reserves to operate the District until funds are transferred to the City from the County around December 10 of the next fiscal year. The Act also provides that the amount of any surplus, deficit or contribution be included in the estimated cost of improvements. The net amount to be assessed on the lots or parcels within each district is the total cost of installation, maintenance and servicing with adjustments either positive or negative for reserves, surpluses, deficits, and/or contributions. Estimated costs of improvements for Streetlight Maintenance District No. 1 are voluminous and are not bound in this report but by this reference are incorporated and made a part of this report. The estimated costs are on file at the City where they are available for public inspection. CJ • RAsanta clarita\Admin 09-10\reports\SMD\smd 09-10 Final rpt NklayWdoc Hams & Associates City of Santa Clarita June 9, 2009 Streetlight Maintenance District No. 1 Page 9 • 2009-2010 Fiscal Year Budgets Estimate $4,117,639 Estimated Revenues 1972 Act Ad Valorem Description Fund 359 Fund 354 REVENUES $1,062,597 ($1,062,597) Assessment- Levy A $509,087 $0 Assessment- Levy B $953,553 $0 Ad Valorem $0 $1,778,638 Interest $0 $150,000 Other Fees $0 $15,000 Total Revenues $1,462,640 $1,943,638 EXPENDITURES Personnel Salary & Benefits $242,328 $0 Operations & Maintenance Electric Utilities -Traffic Signals $0 $250,000 Electric Utilities - Street Lights $2,120,000 $0 Traffic Signal Maintenance $0 $632,000 Contractual Services $73,050 $315,000 Automot\e Equipment $0 $0 General Administration $19,081 $36,748 Capital Improvements Lighting $0 $0 Signal $0 $1,314,091 Total Expenditures $2,454,459 $2,547,839 OPERATING SURPLUS / (DEFICIT) ($991,819) ($604,201) • Fund Analysis Estimated Beginning Fund Balance (7/01/09) $62 $4,117,639 Estimated Revenues $1,462,640 $1,943,638 Estimated Expenditures ($2,454,459) ($2,547,839), Transfers In & Out $1,062,597 ($1,062,597) Reimbursement to General Fund ($70,840) ($15,122) Operating Reserves $0 ($1,221,119) Replacement Reserves $0 $0 Estimated Fund Balance (6/30/10) $0 $1,214,600 In addition to revenue received from both ad valorem taxes and assessments, there is a balance in the account from money transferred from the County upon completion of the jurisdictional transfer. The remaining balance will be used for capital improvements to the District in the form of additional maintenance including upgrades and unrecoverable knockdowns not covered by Southern California Edison. RAsanta clanta\Admin 09-10\reports\SMMsmd 09-10 Final rpt 29May09.doc Harris & Associates City of Santa Clarita June 9, 2009 Streetlight Maintenance District No. 1 Page 10 PART C Assessment Diagram Boundary maps/diagrams for each of the areas within Streetlight Maintenance District No. 1 are voluminous and are not bound in this report but by this reference are incorporated and made a part of this report. The boundary maps/diagrams are on file in the office of the City Clerk and the City Engineer where they are available for public inspection. The lines and dimensions of each lot or parcel within the Assessment District are those lines and dimensions shown on the maps of the Assessor of the County of Los Angeles for the fiscal year to which this Report applies. The Assessor's maps and records are incorporated by reference herein and made part of this Report. PART D Assessment Roll All assessed lots or parcels of real property within the District are listed on the Assessment Roll. The Assessment Roll states the net amount to be assessed upon assessable lands within the District for Fiscal Year 2009-10, shows the Fiscal Year 2009-10 assessment upon each lot and parcel within the District, and describes each assessable lot or parcel of land within the District. These lots are more particularly described in the Assessment Roll, which is on file in the office of the City Clerk and by reference is made a part of this report. The list is keyed to the records of the. Assessor of the County of Los Angeles which are incorporated herein by reference. Assessments for any annexation to the existing Streetlight Maintenance District No. 1 may include an annual increase, as approved by property owners during the annexation process, based on the annual change in the Consumer Price Index (CPI), during the preceding year, for All Urban Consumers, for the Los Angeles, Riverside and Orange County areas, published by the United States Department of Labor, Bureau of Labor Statistics (or a reasonably equivalent index should the stated index be discontinued). • • • RAsanta clarita\Admin 09-10\reports\S11,ID\smd 09-]0 Final rpt 29tylay09,doc I Harris & Associates City of Santa Clarita June 9, 2009 Streetlight Maintenance District No. 1 Page 11 PART E Method of Assessment The following is the approved assessment methodology for the Santa Clarita Street Light Maintenance District No. 1: Background The Landscaping and Lighting Act of 1972 (the Act) provides that assessments may be apportioned upon all assessable lots or parcels of land within an assessment district in proportion to the estimated benefits to be received by each lot or parcel from the improvements. In addition, Proposition 218 requires that a parcel's assessment may not exceed the reasonable cost of the proportional special benefit conferred on that parcel. The Proposition provides that only special benefits are assessable, and the City must separate the general benefits from the special benefits conferred on a parcel. A special benefit is a particular and distinct benefit over and above general benefits conferred on the public at large, including real property within the District. The general enhancement of property value does not constitute a special benefit. Special Benefit Analysis 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. Most of the street lighting improvements were conditions of approval for the creation or development of the parcels. In order to create or develop.the parcels, the City required the original developer to install, and guarantee the maintenance of, street lighting and appurtenant facilities to serve the parcels. Therefore, these parcels within the District could not have been developed in the absence of the installation and promised maintenance of these facilities. The proper maintenance of the street lighting and appurtenant facilities specially benefit parcels within the District. The proper maintenance of the street lighting and appurtenant facilities reduces property -related crimes (especially vandalism) against properties in the District. The street lighting located in Streetlight Maintenance District No. 1 helps to visually join the various segments of the community, which enhance property. In addition, all of the above mentioned contributes to a specific enhancement of the property values of each of the parcels within the District. The benefit provided by streetlighting consists of safety for pedestrians and motorists living and owning property in the District during the nighttime hours. This is a particular and distinct special benefit to all developed parcels in the District. Street lighting can be determined to be an integral part of streets as a permanent public improvement. One of the principle purposes of fixed roadway lighting is to create a nighttime environment conducive to quick, accurate, and comfortable seeing for the user of the facility. These factors, if attained, combine to improve traffic safety and achieve efficient traffic movement. Fixed lighting Usanta clarita\Admtn 09-10\reports\SMD\smd 09-10 Final rpt 29May09.doc I Harris &Associates City of Santa Clarita June 9, 2009 Streetlight Maintenance District No. 1 Page 12 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. Streets are constructed for the safe and convenient travel by vehicles and pedestrians. They also provide an area for underground and overhead utilities. Streetlights are installed on and are for street purposes and are maintained and serviced to allow the street to perform to the standards it was designed. Assessments for the maintenance and servicing of streets may include streetlights. Streetlights are considered an integral part of the entire street, the same as curb, gutters, pavement, signage and striping. Taken as a group, they are the elements that provide a safe route for motorists and pedestrians. Streetlights are installed to make streets safer. Streetlights are installed to provide better visibility for drivers. One hundred (100) percent of the illumination from the lights is directed to the street, ninety (90) percent on the street side of the curb and ten (10) percent behind the curb. The spacing of the lights is based on the speed of the vehicles and the natural ability of the motorists' eyes to adjust to light and dark areas. The systems of streets within the District are established to provide access to each parcel in the District. Streetlights provide a safer street environment for owners of the parcels served. If the ` parcels were not subdivided to provide individual parcels to owners within the District, there would be no need for a system of streets with safety lighting. The City has determined that streetlights are also an integral part of the quality of life within the City. This quality of life is a special benefit to some degree to all parcels, except government owned parcels, including easements, and flood channel parcels. Therefore, the installation, operation and maintenance of streetlights are for the express, special benefit of the parcels within the District. General Benefit Analysis In addition to the special benefits received by the parcels within the District, there are incidental general benefits conferred by the improvements. It is estimated that the general benefit portion of the benefit received from the improvements is less than one (1) percent of the total benefit. Nonetheless, the City has agreed to ensure that no property is assessed in excess of the reasonable cost of the proportional special benefit conferred on that property. The total benefits are thus a combination of the special benefits to the parcels within the District and the general benefits to the public at large. The portion of the total streetlight maintenance costs which are associated with general benefits will not be assessed to the parcels in the district, but will be paid from other City Funds. These general benefits are more than adequately offset by the substantial contribution from the ad valorem street lighting assessment. Assessment Rates • Usanta clarita\Admin 09-l0\reports\SMD\surd 09-10 Final rpt 291Way09 doc I Harris & Associates • City of Santa Clarita June 9, 2009 Streetlight Maintenance District No. 1 Page 13 For Fiscal Year 2009-10 Streetlight Maintenance District No. 1 will continue with the current rate schedule as used by Los Angeles County at the time of the transfer of jurisdiction. 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 assessment rate for the original District parcels for Fiscal Year 2009-10 $12.38 per Equivalent Dwelling Unit (EDU), which is the maximum rate previously levied prior to 1997. The areas annexed into the District by the City have a higher rate. Approximately 87 annexations have occurred since the transfer of the Streetlight Maintenance District. Prior to FY 2006-07, the rate was set at $50.00 per EDU plus an annual cost of living escalator described below; however, the City chose not to increase the annexation assessment rate. Cost of livingescalator: The maximum assessment rate may increase based on the annual change in the Consumer Price Index (CPO, during the preceding year, for All Urban Consumers, for the Los Angeles, Riverside and Orange County areas, published by the United States Department of Labor, Bureau of Labor Statistics (or a reasonably equivalent index should the stated index be discontinued). In FY 2006-07, the City increased the annexation rate to $52.56 per EDU to keep up with the increased costs of operating and maintaining the street lighting system and is continuing with the cost of living increase for this current fiscal year, as follows: FY 2009-10 Assessment Rates Feb'08 to Feb'09 CPI: 0.00% Apportionment The following information can be used to determine the EDU count per parcel. Based on land use information provided by the County Assessor, it has been determined that in the existing district approximately 96 percent of the parcels are in a residential category. Approximately 95 percent are, single-family homes or condominiums, and the remainder are duplexes, triplexes, or apartments. In view of this and the benefits derived by the family unit, both at and in the proximity of their property, a value of 1 has been assigned to the basic family unit or Equivalent Dwelling Unit (EDU), i.e. the single-family home or condominium. The existing district includes some properties that may not actually have streetlights in' their block but which do receive a neighborhood benefit from the lights in the area. These properties were also included in the District. Therefore a value of 1/2 was given to "People Use" while "Intensity" and "Security Benefit" were each rated at 1/4 to form the basic unit. Parcels in other land use categories were then rated by comparison with the basic RAsanta clarita\Admin 09-10\reports\SMD\smd 09-10 Final rpt 29May09.doc Harris & Associates FY 2008-09 Max. Asmt Rate CPI Increase FY 2009.10 Max Asmt FY 2009.10 Actual Asmt Original District Parcels $12.38 / EDU - $12.38 /EDU $12.38 / EDU Annexation Parcels $56.20 / EDU $0.00 / EDU $56.20 / EDU $56.20 / EDU Feb'08 to Feb'09 CPI: 0.00% Apportionment The following information can be used to determine the EDU count per parcel. Based on land use information provided by the County Assessor, it has been determined that in the existing district approximately 96 percent of the parcels are in a residential category. Approximately 95 percent are, single-family homes or condominiums, and the remainder are duplexes, triplexes, or apartments. In view of this and the benefits derived by the family unit, both at and in the proximity of their property, a value of 1 has been assigned to the basic family unit or Equivalent Dwelling Unit (EDU), i.e. the single-family home or condominium. The existing district includes some properties that may not actually have streetlights in' their block but which do receive a neighborhood benefit from the lights in the area. These properties were also included in the District. Therefore a value of 1/2 was given to "People Use" while "Intensity" and "Security Benefit" were each rated at 1/4 to form the basic unit. Parcels in other land use categories were then rated by comparison with the basic RAsanta clarita\Admin 09-10\reports\SMD\smd 09-10 Final rpt 29May09.doc Harris & Associates City of Santa Clarita Streetliqht Maintenance District No. 1 EDU. June 9, 2009 Paqe 14 In the remainder of the residential category, which is comprised of multiple rental type properties, the value for Intensity would remain at 1/4, but the other two items would increase in proportion to the number of family dwelling units on the parcel. For example, a duplex was assigned 1/4 for Intensity, 1 for People Use and 1/2 for Security Benefit for a total of 1-3/4 EDU's. The owner of such property would therefore pay 1-3/4 times as much for lighting as the owner of a single-family unit. In consideration of the distance some units would be from the lighted roadway, Security Benefits in the residential category would not be increased beyond a value of 1. Thus, a 5 -unit apartment would be assigned 1/4 for Intensity, 2-1/2 for People Use and 1 for Security Benefits for a total of 3-3/4 EDU's. As the number of apartments on a parcel increases, the service charge units assigned for people would follow a declining scale. Table 1 summarizes the Residential EDU Calculation. Table 1 - Residential EDU Calculations 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. r] R-\santa clanta\Admin 09-10\reports\SMD\surd 09-10 Final rpt 29May09.doc I Hams & Associates 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) 2 112 x units 0.25 x units 0.25 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 Apart encs (5-20 units) 112 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) 50 113 x (units - 20) + 20 -unit apartment EDU's 10.00 11.25 21.25 per parcel APT51 Apartments (51-100 units) 100 114 x (units - 50) + 50 -unit apartment EDU's 12.50 21.25 33.75 per parcel APT101 Apartments (100+ units) 175 115 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. r] R-\santa clanta\Admin 09-10\reports\SMD\surd 09-10 Final rpt 29May09.doc I Hams & Associates City of Santa Clarita June 9, 2009 Streetlight Maintenance District No. 1 Page 15 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: Table 2 - Non -Residential EDU Calculations Group K People Use Security Intensity Total EDU's NON-RESIDENTIAL 1.00 1.25 5125 Open Storage GRP -A Group A Irrigated Farms, Dry Farms, cemeteries, Dump 1 EDU minimum charge 1.00 per parcel Mineral Processing SRes 0.005615 per lot100sf GRP -K2 Group K-2 Animal Kennels, Nurseries and greenhouses, 1.00 1.25 6.25 GRP -B Group B Industrial parking lots, Churches, Private Schools, 1.00 0.50 0.50 2.00 per parcel Wholesale and manufacturing outlets Petroleum and Gas, Utility 0.059858 per lot 100sf GRP -C Group C Commercial Parking Lots 1.00 0.50 1.00 2.50 per parcel Heavy Manufacturing Office & Professional building, Bank, Savings & 0.006382 per lot t00sf GRP -D 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 1.00 1.50 6.50 GRP -E Group E Store, Store w/ office or residence, Service Station, 2,00 1.00 1.00 4.00 parcel per P Neighborhood Shopping Centers Club & Lodge Hall 0.014449 per lot 100sf GRP -F Group F Rooming House (same as 6 unit apartment) 1.00 3.00 0.25 4.25 per parcel GRP -G Group G Restaurant, Theater 3.00 1.00 1.00 5.00 per parcel GRP -H Group H Light Manufacturing, Food Processing Plant, 2,00 2.00 1.00 per 5.00 parcel P Warehousing GRP -1 Group I Auto, Recreational Equipment Sales & Service 2.00 2.00 2.00 6.00 per parcel GRPJ Group J Market, Bowling Alley, Skating Rink, Department Store, Hotel/Motel, Mobile Home Park 4.00 2.00 2.00 per 8.00 parcel P Group K All parcels in Group K are assessed a minimum of 3 EDU's GRP -K1 Group K-1 3.00 1.00 1.25 5125 Open Storage 0.014973 per lot 100sf Mineral Processing 0.005615 per lot100sf GRP -K2 Group K-2 4.00 1.00 1.25 6.25 Private CollegelUmversity 0.001736 per lot 100sf Wholesale and manufacturing outlets 0.059858 per lot 100sf Athletic and Amusement Facilities 0.027431 per lot 100sf Heavy Manufacturing 0.006382 per lot t00sf Hospitals 0.012886 per lot 100sf GRP -K3 Group K-3 4.00 1.00 1.50 6.50 Motion Picture, Radio, T.V. 0.010938 per lot 100sf Neighborhood Shopping Centers 0.014449 per lot 100sf Regional Shopping Centers 0.021812 per lot 100sf Vacant 0.00 0.00 0.00 0.00 per parcel • Table 3, on the following page, provides a summary of the EDU's for each land use shown above for both the original district and the annexation areas. R:\.santa clarita\Admin 09-10\reports\SMD\smd 09-10 Final rpt 29May09.doc Harris & Associates City of Santa Clarita June 9, 2009 Streetlight Maintenance District No. 1 Page 16 Totals: 46,330 51,710 59,081,785 58,088.856 $1,462,639.54 R.\santa clarita\Admin 09-101reports\SMD\smd 09-10 Final rpt 29May09.doc I Harris & Associates Table 3 —EDU Summary by Land Use Lancluse Parcels Units Lot Sq Ft EDLI's Prel. Ascots Original District: SFR 23,752 23,752 - 23,752.000 $294,049.76 (Levy "A') CNDO 9,284 9,284 - 9,284.000 $114,935.92 Asmts per EDU APT2 214 528 - 449.500 $5,564.81 $12.38 APT5 62 623 - 389.000 $4,815.82 APT21 32 9,039 - 493.000 $6,103.34 APT51 14 1,026 - 379.000 $4,692.02 APT101 14 2,488 - 690.100 $8,543.44 GRP -A 3 - - 3.000 $37.14 GRP -B 46 - - 92.000 $1,138.96 GRP -C 29 - - 72.500 $897.55 GRP -D 108 - - 324.000 $4,011.12 GRP -E 144 - - 576.000 $7,130.88 GRP -G 33 - - 165.000 $2,042.70 GRP -H 141 - - 705.000 $8,727.90 GRP -I 58 - - 348.000 $4,308.24 GRP -J 21 - - 168.000 $2,079.84 GRP -K1 4 - 315,939 21.792 $269.78 GRP -K2 26 - 35,432,856. 2,177.136 $26,952.94 GRP4K3 53 - 7,156,684 1,032.701 $12,784.84 VAC 84 - - - $0.00 Subtotals: 34,124 38,740 42,905,479 41,121.729 $509,087.01 Annexations: SFR 6,847 6,847 - 6,847.000 $384,801.40 (Levy'B') CNOO 3,703 3,703 - 3,703.000 $208,108.60 Asmts per EDU APT2 4 11 - 9250 $519.85 $56.20 APT5 - - - $0.00 APT21 2 65 - 30.833 $1,732.81 APT51 1 93 - 32.000 $1,798.40 APT101 11 2,251 - 601.450 $33,801.49 GRP -A 1 - - 1.000 $56.20 GRP -B 27 - - 59.000 $3,315.80 GRP -C 43 - - 107.500 $6,041.50 GRP -D 165 - - 495.000 $27,819.00 GRP -E 51 - - 204.000 $11,464.80 GRP -G 11 - - 55.000 $3,091.00 GRP -H 436 - - 2,180.000 $122,516.00 GRP -I 17 - - 102.000 $5,732.40 GRP -J 15 - - 120.000 $6,744.00 GRP -MULTI 338.000 $2,135.60 GRP -K1 2 - 266,176 17.700 $994.74 GRP -K2 7 - 3,493,511 349.336 $19,632.68 GRP -K3 96 12,416,619 2,015.058 $113,246.26 VAC 764 - - - $0.00 Subtotals: 12,206 12,970 16,176,306 16,967.127 $953,552.54 Totals: 46,330 51,710 59,081,785 58,088.856 $1,462,639.54 R.\santa clarita\Admin 09-101reports\SMD\smd 09-10 Final rpt 29May09.doc I Harris & Associates Final Engineer's Report for City of Santa Clarita Streetlight Maintenance District No. 1 Fiscal Year 2009-10 For the CITY OF SANTA CLARITA Los Angeles County, California June 9, 2009 1 1 City of Santa Clarita June 9, 2009 Streetlight Maintenance District No. 1 ENGINEER'S REPORT Table of Contents Certifications............................................................................... l Introduction................................................................................. 2 Report.......................................................................................... 5 Part A - Plans and Specifications ........................................... 7 Part B - Estimate of Cost ....................................................... 8 Part C - Assessment Diagram..............................................10 Part D — Assessment Roll....................................................10 Part E - Method of Apportionment of Assessment .............. l l R\santa clarita\Admm 09-10\reports\SMD\smd 09-10 Final rpt 29May09 doc Harris & Associates City of Santa Clarita Streetlight Maintenance District No. 1 ENGINEER'S REPORT CITY OF SANTA CLARITA STREETLIGHT MAINTENANCE DISTRICT NO. 1 The undersigned respectfully submits the enclosed report as directed by the City Council. DATED: May 29, 2009 BY: Joan E. Cox R.C.E. No. 41965 June 9, 2009 Paqe 1 ' I HEREBY CERTIFY that the enclosed Engineer's Report,together with Assessment Roll and Assessment Diagram thereto attached, was filed with me on the W day of , 2009. \tp U p u n u u urniiii,,,. COU Sharon L. Dawson, City Clerk, c`Q f2�oNP0.gy��o Q'=_ City of Santa Clarita z jj DEC. i5, 111 o 1987�Los Angeles County, California ' =a, ti€ O \q<1F05�N\P ��atrg By d% ����""pnrrnnnuott"" I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and Assessment Diagram thereto attached, was approved and confirmed by the City Council of the City of Santa Clarita, California, on the 9h° day ofA�—, 2009. � GoP Q DEC ort1q5 F,Z a o' p R 1987 C y0 cg11FO1101 RN\P Usama claota\Admin 09-10\reports\SMD\smd 09-10 Final rpt 29May09.doc Sharon L. Dawson, City Clerk, City of Santa Clarita Los Angeles County, California - • . / By�— = I Hams & Associates ' City of Santa Clarita June 9 2009 Streetlight Maintenance District No. 1 Page 2 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. Prior to Fiscal Year 1998/99, streetlighting services in the City were provided by a special benefit ' district administered by the County of Los Angeles. The Santa Clarita area was included in two separate districts under the County's jurisdiction. County Lighting District LLA -1 was formed on July 24, 1979 and was supplemented by the existing County Lighting Maintenance District (CLMD) 1867. Upon incorporation of the City of Santa Clarita in 1987, a Santa Clarita Zone was formed specifically for the area within the City's boundaries. CLMD 1867 and County Lighting District LLA -1 are contiguous with each other and are wholly within the City's boundaries. However, County Lighting District LLA -1 covers a greater portion of the City. The District referred to as CLMD 1867 is funded from ad valorem property tax revenue pursuant to ' the Improvement Act of 1911, with the rate set by Proposition 13. County Lighting District LLA -1 was established and is funded by assessments levied beginning in 1979 pursuant to the Landscape and Lighting Act of 1972 when new annexations to the County Lighting District could no longer collect 1 ad valorem revenue. LLA -1 was established to cover the lights in the new annexation areas and to supplement the current ad valorem revenue. ' As of July 1, 1998, all streetlight districts are under the jurisdiction of the City as Streetlight Maintenance District No. 1 (previously LLA -1) and No. 2 (previously CLMD 1867) respectively. It is now the City's responsibility to prepare and levy the annual assessments necessary to maintain the ' streetlights within the District. Upon the effective date of the transfer, the City assumed total responsibility for the District's maintenance contract under which Southern California Edison is providing the required services. Pursuant to the Act, the City Council is now the legislative body for the District and may levy annual assessments and act as the governing body for the operation and administration of the District. In future years, as territory is annexed into the City, annexation to the District will be a condition of annexation to the City. In addition, any new development will also be required to annex into the existing District. All new annexations will be annexed into Streetlight Maintenance District No. 1, under the 1972 Act. It is not clear at this time whether the City can collect ad valorem on any new annexations. 1 This report includes all annexations that have been approved by the Council prior to October 28, 2008. The Act provides for the levy of annual assessments after formation of an assessment district for the continued maintenance and servicing of the district improvements. The costs associated with the installation, maintenance, and service of the improvements may be assessed to those properties which are benefited by the installation, maintenance, and service. This report addresses only Streetlight Maintenance District No. 1. District No. 2, the ad valorem 1 portion, is handled through the County Auditor and the State Board of Equalization and is not acted R \santa clanta\Admm 09-10\reports\SMD\smd 09-10 Final rpt 29May09.doc I Harris & Associates City of Santa Clarita June 9 2009 Streetlight Maintenance District No. 1 Page 3 upon by the City Council. ' Right To Vote on Taxes Act (Proposition 218) On November 5 1996, the electorate approved Proposition 218, Right to Vote on Taxes Act, which added Articles XIIIC and XIIID to the California Constitution. The Proposition affects all assessments upon real property for a special benefit conferred on the property. Assessments imposed under the Landscaping and Lighting Act of 1972 are these types of benefit assessments. As written, Proposition 218 exempts assessments for street purposes. The maintenance services in Streetlight Maintenance District No. 1 are for streetlights. They are an integral part of the entire street, the same as curb gutters, pavement, signage and striping. Taken as a group, they are the elements that provide a safe route for motorists and pedestrians. Streetlights are installed to make streets safer. Streetlights are installed to provide better visibility for drivers. One hundred (100) percent of the illumination from the lights is directed to the street, ninety (90) percent on the street side of the curb and ten (10) percent behind the curb. The spacing of the ' lights is based on the speed of the vehicles and the natural ability of the motorists' eyes to adjust to light and dark areas. Most parcels included in the District were originally part of a development that was conditioned to install streetlight improvements before the development could proceed. Thereafter, each developer who was conditioned to enter into the District agreed to the inclusion of their property in the District along with the assessments being imposed on their property. Once the development was sold, all i subsequent owners of parcels were also made aware through title reports and Department of Real Estate "White Paper" Reports that the parcels were in the District and subject to the assessments. ' Purchase of the parcel(s) was also an agreement by the new owners to be subject to the assessments. Article XIIID, Section 5(a) of the State Constitution, provides that any assessment imposed exclusively to finance the capital costs or maintenance and operation expenses for sidewalks, streets, ' sewers, water, flood control, drainage systems or vector control, shall be considered exempt from the procedures and approval process set forth in Section 4 of Article XIIID. 1 Streetlights are installed on and are for street purposes. They are maintained and serviced to allow the street to perform to the standards it was designed. Assessments for the maintenance and servicing of the streets must include streetlights and therefore, the assessments for Streetlight Maintenance District No. 1 are exempt under the provisions of Proposition 218. This exemption applies only to assessments existing on the effective date of Proposition 218, November 6, 1996, and the exemption is only from the procedures and approval process set forth in Article XIIID, Section 4. Subsequent 1 increases, if any, will be subject to the procedures and approval process of Section 4 of Article XIIID. All parcels included in the Streetlight Maintenance District No. 1 prior to 1998 are covered by this exemption and the maximum assessment rate for those parcels is $12.38 per Equivalent Dwelling Unit (EDU). 1 Most parcels annexed into the District after 1998 were annexed at the rate of $50.00 per EDU and with that rate subject to cost of living escalation equal to the annual change in the Consumer Price Index (CPI). ' R:\santa clanta\Admm 09-10\reports\SMD\smd 09-10 Final rpt 29May09.doc Harris & Associates 1 City of Santa Clarita June 9, 2009 Streetlight Maintenance District No. 1 Paqe 4 The City may annually initiate proceedings for the continued maintenance and servicing of streetlight improvements by passing a resolution which orders an engineer to prepare and file a detailed report generally describing any proposed new improvements or any substantial changes in existing improvements. This report prepared by the engineer must include: plans and specifications of any new improvements; an estimate of the costs of the new improvements, including maintenance and servicing of the new or existing improvements; and a diagram, i.e., a map of the assessment district showing the boundary of the District; and the parcels or lots which benefit. Once the report is completed, it is presented to the City Council for its review and approval as presented, or may be modified and approved. After the report is approved, the City adopts the Resolution of Intention which declares its intent to levy and collect assessments, describes the improvements, including maintenance and servicing, refers to the District by its distinctive designation, refers to the report for the details of the District, and sets a time and place for a public hearing on the levy of the proposed assessment. 1 Assessments, if authorized, would be placed on the 2009-10 County Tax Roll and would be collected with the regular County property taxes. Reserve funds would be used to fund the maintenance and service until assessment funds are distributed by the County Tax Collector in December of 2009. U ' R \santa clanta\Admm 09-10\reports\SMD\smd 09-10 Final rpt 29May09.doc I Harris & Associates n t 1j, City of Santa Clarita Streetliqht Maintenance District No. 1 CITY OF SANTA CLARITA FISCAL YEAR 2009-10 ENGINEER'S REPORT PREPARED PURSUANT TO THE PROVISIONS OF THE LANDSCAPING AND LIGHTING ACT OF 1972 SECTION 22500 THROUGH 22679 OF THE CALIFORNIA STREETS AND HIGHWAYS CODE June 9, 2009 Paqe 5 Pursuant to Part 2 of Division 15 of the Streets and Highways Code of the State of California, and in accordance with the Resolution of Initiation adopted by, the City Council of the City of Santa Clarita State of California, in connection with the proceedings for: CITY OF SANTA CLARITA STREETLIGHT MAINTENANCE DISTRICT NO. 1 Hereinafter referred to as the "Assessment District" or "District", I, Joan E. Cox, P.E., the authorized representative of Harris & Associates, the duly appointed ENGINEER OF WORK, submit herewith the 'Report" consisting of five (5) parts as follows: PART A PLANS AND SPECIFICATIONS Plans and specifications for the improvements are as set forth on the lists thereof, attached hereto, and are on file in the Office of the City Engineer and are incorporated herein by reference. PART B ESTIMATE OF COST An estimate of the costs of the proposed improvements, including incidental costs and expenses in connection therewith, is as set forth on the lists thereof, attached hereto, and are on file in the Office of the City Clerk and incorporated herein by reference. PART C ASSESSMENT DIAGRAM The Diagram of the Assessment District Boundaries showing the exterior boundaries of the Assessment District and the lines and dimensions of each lot or parcel of land within the Assessment District. R \santa clariMAdmin 09-10\reports\SMD\smd 09-10 Final rpt 29May09 doc Harris & Associates 1 1 1 1 1 1 1 1 1 1 1 City of Santa Clarita June 9, 2009 Streetlight Maintenance District No. 1 Page 6 The lines and dimensions of each lot or parcel within the Assessment District are those lines and dimensions shown on the maps of the Assessor of the County of Los Angeles for the fiscal year to which this Report applies. The Assessor's maps and records are incorporated by reference herein and made part of this Report. PART D ASSESSMENT ROLL An assessment of the estimated cost of the improvements on each benefited lot or parcel of land within the Assessment District. PART E METHOD OF ASSESSMENT The method of apportionment of assessments, indicating the proposed assessment of the net amount of the costs and expenses of the improvements to be assessed upon the several lots and parcels of land within the Assessment District, in proportion to the estimated benefits to be received by such lots and parcels. R.\santa clantaWdmm 09-10\reports\SMD\smd 09-10 Final rpt 29May09.doc Harris & Associates Cit of Santa Clarita June 9 2009 Y , Streetlight Maintenance District No, 1 Page 7 PART A Plans and Specifications ' Streetlight Maintenance District No. 1 was established to collect funds to cover the expenses for energy and maintenance of a majority of streetlights in the City. These costs are billed by the ' Southern California Edison Company for all approximate 14,739 streetlights currently owned and maintained by Edison and all approximate 732 streetlights owned by the City. The proposed new and/or existing improvements for Streetlight Maintenance District No. 1 include, but are not limited to, and may be generally described as follows: • The installation of street lighting, traffic signals and other appurtenant facilities that are necessary ' for the daily operation of said lighting located within City road rights-of-way. Installation covers all work necessary for the installment or replacement of said lighting and all appurtenant work necessary to complete said installation or replacement. • The operation, maintenance, and servicing of all existing street lighting, traffic signals, and other appurtenant facilities that are necessary for the daily operation of said lighting located within City ' road rights-of-way. Operation, maintenance, and servicing means all work necessary for the daily maintenance required to maintain said lights in proper operation including providing said lights with the proper energy necessary to operate the lights. ' All improvements consisting of ornamental streetlights, mast arm streetlights and appurtenant facilities do exist at the present time. The cost associated with these improvements will be the cost of operations, maintenance and servicing during Fiscal Year 2009-10. ' Plans and Specifications for the improvements for the Streetlight Maintenance District are voluminous and are not bound in this report but by this reference are incorporated and made a part of ' this report. The plans and specification are on file at the City where they are available for public inspection. n r] Locations of all streetlights are included on lighting inventory maps available for inspection at the City. R \santa clarrta\Admm 09-10\reports\SMD\smd 09-10 Final rpt 29May09 doc Harris & Associates ' City of Santa Clarita June 9 2009 Streetlight Maintenance District No. 1 Page 8 PART B Estimate of Cost ' The Act provides that the estimated costs of the improvements shall include the total cost of the improvements for Fiscal Year 2009-10, including incidentals, which may include reserves to operate the District until funds are transferred to the City from the County around December 10 of the next fiscal year. The Act also provides that the amount of any surplus, deficit or contribution be included in the estimated cost of improvements. The net amount to be assessed on the lots or parcels within each district is the total cost of installation, maintenance and servicing with adjustments either positive or negative for reserves, surpluses, deficits, and/or contributions. Estimated costs of improvements for Streetlight Maintenance District No. 1 are voluminous and are not bound in this report but by this reference are incorporated and made a part of this report. The estimated costs are on file at the City where they are available for public inspection. R \santa clarita\Admm 09-10\reports\SMD\smd 09-10 Final rpt 29May09 doe I Harris & Associates ' City of Santa Clarita Streetlight Maintenance District No, 1 June 9 2009 Page 9 $62 2009-2010 Fiscal Year Budgets Estimate Estimated Revenues ' $1,943,638 1972 Act Ad Valorem ($2,547,839) Description Fund 359 Fund 354 ' REVENUES ($15,122) Operating Reserves $0 Assessment - Levy A $509,087 $0 $0 Assessment- Levy B $953,553 $0 Ad Valorem $0 $1,778,638 Interest $0 $150,000 Other Fees $0 $15,000 ' Total Revenues $1,462,640 $1,943,638 EXPENDITURES Personnel Salary & Benefits $242,328 $0 Operations & Maintenance 1 Electric Utilities - Traffic Signals $0 $250,000 Electric Utilities - Street Lights $2,120,000 $0 Traffic Signal Maintenance $0 $632,000 ' Contractual Services $73,050 $315,000 AutDmotive Equipment $0 $0 ' General Administration $19,081 $36,748 Capital Improvements Lighting $0 $0 Signal $0 $1,314,091 Total Expenditures $2,454,459 $2,547,839 ' OPERATING SURPLUS / (DEFICIT) ($991,819) ($604,201) Fund Analysis Estimated Beginning Fund Balance (7/01/09) $62 $4,117,639 Estimated Revenues $1,462,640 $1,943,638 Estimated Expenditures ($2,454,459) ($2,547,839) Transfers In & Out $1,062,597 ($1,062,597) Reimbursement to General Fund ($70,840) ($15,122) Operating Reserves $0 ($1,221,119) Replacement Reserves $0 $0 Estimated Fund Balance (6/30/10) $0 $1,214,600 ' In addition to revenue received from both ad valorem taxes and assessments, there is a balance in the account from money transferred from the County upon completion of the jurisdictional transfer. The remaining balance will be used for capital improvements to the District in the form of additional maintenance including upgrades and unrecoverable knockdowns not covered by Southern California Edison. ' R \santa clarnta\Admm 09-10\reports\SMD\smd 09-10 Final rpt 29May09 doc Harris & Associates ' City of Santa Clarita June 9 2009 Streetlight Maintenance District No. 1 Page 10 PART C Assessment Diagram ' Boundary maps/diagrams for each of the areas within Streetlight Maintenance District No. 1 are voluminous and are not bound in this report but by this reference are incorporated and made a part of this report. The boundary maps/diagrams are on file in the office of the City Clerk and the City ' Engineer where they are available for public inspection. The lines and dimensions of each lot or parcel within the Assessment District are those lines and dimensions shown on the maps of the Assessor of the County of Los Angeles for the fiscal year to which this Report applies. The Assessor's maps and records are incorporated by reference herein and made part of this Report. ' PART D Assessment Roll All assessed lots or parcels of real property within the District are listed on the Assessment Roll. The Assessment Roll states the net amount to be assessed upon assessable lands within the District for ' Fiscal Year 2009-10, shows the Fiscal Year 2009-10 assessment upon each lot and parcel within the District, and describes each assessable lot or parcel of land within the District. These lots are more particularly described in the Assessment Roll, which is on file in the office of the City Clerk and by ' reference is made a part of this report. The list is keyed to the records of the Assessor of the County of Los Angeles which are incorporated herein by reference. ' Assessments for any annexation to the existing Streetlight Maintenance District No. 1 may include an annual increase, as approved by property owners during the annexation process, based on the annual change in the Consumer Price Index (CPI), during the preceding year, for All Urban Consumers, for the Los Angeles, Riverside and Orange County areas, published by the United States Department of Labor, Bureau of Labor Statistics (or a reasonably equivalent index should the stated index be ' discontinued). ' R \santa clanta\Admm 09-10\reports\SMD\smd 09-10 Final rpt 29May09 doc Harris & Associates City of Santa Clarita June 9, 2009 Streetlight Maintenance District No. 1 Page 11 PART E Method of Assessment The following is the approved assessment methodology for the Santa Clarita Street Light Maintenance District No. 1: Background The Landscaping and Lighting Act of 1972 (the Act) provides that assessments may be apportioned upon all assessable lots or parcels of land within an assessment district in proportion to the estimated ' benefits to be received by each lot or parcel from the improvements. In addition, Proposition 218 requires that a parcel's assessment may not exceed the reasonable cost of the proportional special benefit conferred on that parcel. The Proposition provides that only special benefits are assessable, and the City must separate the general benefits from the special benefits conferred on a parcel. A special benefit is a particular and distinct benefit over and above general benefits conferred on the public at large, including real property within the District. The general enhancement of property value does not constitute a special benefit. Special Benefit Analysis ' 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. Most of the street lighting improvements were conditions of approval for the creation or development of the parcels. In order to create or develop the parcels, the City required the original developer to install, and guarantee the maintenance of, street lighting and appurtenant facilities to serve the parcels. Therefore, these parcels within the District could not have been developed in the absence of the installation and promised maintenance of these facilities. The proper maintenance of the street lighting and appurtenant facilities specially benefit parcels ' within the District. The proper maintenance of the street lighting and appurtenant facilities reduces property -related crimes (especially vandalism) against properties in the District. The street lighting located in Streetlight Maintenance District No. 1 helps to visually join the various segments of the community, which enhance property. In addition, all of the above mentioned contributes to a specific enhancement of the property values of each of the parcels within the District. ' The benefit provided by streetlighting consists of safety for pedestrians and motorists living and owning property in the District during the nighttime hours. This is a particular and distinct special benefit to all developed parcels in the District. ' Street lighting can be determined to be an integral part of streets as a permanent public improvement. One of the principle purposes of fixed roadway lighting is to create a nighttime environment conducive to quick, accurate, and comfortable seeing for the user of the facility. These factors, if attained, combine to improve traffic safety and achieve efficient traffic movement. Fixed lighting can R \santa clantaWdmm 09-10\reports\SMD\smd 09-10 Final rpt 29May09 doc I Harris & Associates City of Santa Clarita June 9, 2009 Streetlight Maintenance District No. 1 Page 12 enable the motorist to see detail more distinctly and to react safely toward roadway and traffic conditions present on or near the roadway facility. Streets are constructed for the safe and convenient travel by vehicles and pedestrians. They also provide an area for underground and overhead utilities. Streetlights are installed on and are for street purposes and are maintained and serviced to allow the ' street to perform to the standards it was designed. Assessments for the maintenance and servicing of streets may include streetlights. ' Streetlights are considered an integral part of the entire street, the same as curb, gutters, pavement, signage and striping. Taken as a group, they are the elements that provide a safe route for motorists and pedestrians. Streetlights are installed to make streets safer. tStreetlights are installed to provide better visibility for drivers. One hundred (100) percent of the illumination from the lights is directed to the street, ninety (90) percent on the street side of the curb ' and ten (10) percent behind the curb. The spacing of the lights is based on the speed of the vehicles and the natural ability of the motorists' eyes to adjust to light and dark areas. The systems of streets within the District are established to provide access to each parcel in the ' District. Streetlights provide a safer street environment for owners of the parcels served. If the parcels were not subdivided to provide individual parcels to owners within the District, there would be no need for a system of streets with safety lighting. 1 The City has determined that streetlights are also an integral part of the quality of life within the City. This quality of life is a special benefit to some degree to all parcels, except government owned ' parcels, including easements, and flood channel parcels. Therefore, the installation, operation and maintenance of streetlights are for the express, special benefit of the parcels within the District. General Benefit Analysis ' In addition to the special benefits received by the parcels within the District, there are incidental general benefits conferred by the improvements. ' It is estimated that the general benefit portion of the benefit received from the improvements is less than one (1) percent of the total benefit. Nonetheless, the City has agreed to ensure that no property is assessed in excess of the reasonable cost of the proportional special benefit conferred on that ' property. The total benefits are thus a combination of the special benefits to the parcels within the District and ' the general benefits to the public at large. The portion of the total streetlight maintenance costs which are associated with general benefits will not be assessed to the parcels in the district, but will be paid from other City Funds. These general benefits are more than adequately offset by the substantial ' contribution from the ad valorem street lighting assessment. Assessment Rates ' R \santa clanta\Admm 09-10\reports\SMD\smd 09-10 Final rpt 29May09 doc Harris & Associates ' Cit of Santa Clarita June 9 2009 Y , Streetlight Maintenance District No. 1 Page 13 ' For Fiscal Year 2009-10 Streetlight Maintenance District No. 1 will continue with the current rate schedule as used by Los Angeles County at the time of the transfer of jurisdiction. 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 assessment rate for the original District parcels for Fiscal Year 2009-10 $12.38 per Equivalent Dwelling Unit (EDU), which is the maximum rate previously levied prior to 1997. The areas annexed into the District by the City have a higher rate. Approximately 87 annexations have ' occurred since the transfer of the Streetlight Maintenance District. Prior to FY 2006-07, the rate was set at $50.00 per EDU plus an annual cost of living escalator described below; however, the City chose not to increase the annexation assessment rate. li 1 Cost of living escalator: The maximum assessment rate may increase based on the annual change in the Consumer Price Index (CPI), during the preceding year, for All Urban Consumers, for the Los Angeles, Riverside and Orange County areas, published by the United States Department of Labor, Bureau of Labor Statistics (or a reasonably equivalent index should the stated index be discontinued). In FY 2006-07, the City increased the annexation rate to $52.56 per EDU to keep up with the increased costs of operating and maintaining the street lighting system and is continuing with the cost of living increase for this current fiscal year, as follows: FY 2009-10 Assessment Rates FY 2008-09 FY 2009-10 FY 2009-10 Max. Asmt Rate CPI Increase Max Asmt Actual Asmt Original District Parcels $12.38 / EDU - $12.38 / EDU $12.38 / EDU Annexation Parcels $56.20 / EDU $0.00 / EDU $56.20 / EDU $56.20 / EDU Feb '08 to Feb '09 CPI: 0.00% Apportionment The following information can be used to determine the EDU count per parcel. Based on land use information provided by the County Assessor, it has been determined that in the existing district approximately 96 percent of the parcels are in a residential category. Approximately 95 percent are single-family homes or condominiums, and the remainder are duplexes, triplexes, or apartments. In view of this and the benefits derived by the family unit, both at and in the proximity of their property, a value of 1 has been assigned to the basic family unit or Equivalent Dwelling Unit (EDU), i.e. the single-family home or condominium. The existing district includes some properties that may not actually have streetlights in their block but which do receive a neighborhood benefit from the lights in the area. These properties were also included in the District. Therefore a value of 1/2 was given to "People Use" while "Intensity" and "Security Benefit" were each rated at 1/4 to form ' R \santa clanta\Admm 09-]0\reports\SMD\smd 09-10 Final rpt 29May09 doc Harris & Associates ' City of Santa Clarita June 9 2009 Streetlight Maintenance District No, 1 Page 14 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 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 0.50 025 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 ' 4 200 1.00 025 3 25 per parcel APT5 Apartments (5-20 units) 1/2 x units 1.00 0.25 5 250 1.00 025 3 75 per parcel 1 20 10.00 1 00 025 11 25 per parcel APT21 Apartments (21-50 units) 1/3 x (units - 20) + 20 -unit apartment EDU's ' APT51 50 Apartments (51-100 units) 1000 11 25 1/4 x (units - 50) + 50 -unit apartment EDU's 21 25 per parcel 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. ' R \santa clarita\Admm 09-10\reports\SMD\smd 09-10 Final rpt 29May09 doc Harris & Associates ' City of Santa Clarita Streetlight Maintenance District No, 1 June 9 2009 Page 15 1.00 Since benefits have been related to property use and property users, no charge would be assessed on 025 vacant lots or parcels within the district. ' GRP -G Group G Table 2 summarizes the Non -Residential EDU calculation: 300 ' Table 2 — Non -Residential EDU Calculations 5 00 per parcel People Use Security Intensity Total EDU's 2 00 NON-RESIDENTIAL GRP -A Group A Sitested Farms, Dry Farms, Cemeteries, Dump 1 EDU minimum charge 1 00 per parcel 5 00 Animal Kennels, Nurseries and greenhouses, Warehousing GRP -B Group B Industrial parking lots, Churches, Private Schools, 1 00 050 050 2.00 per parcel Petroleum and Gas, Utility GRP -I Group I GRP -C Group C Commercial Parking Lots 1 00 0.50 1 00 2 50 per parcel 200 Office & Professional building, Bank, Savings & 6.00 per parcel GRP -D Group D Loan, Service Shop, Lumber Yard, Golf Course, 1.00 100 1.00 3 00 per parcel 4.00 Race track/stable, Camp, Home for the Aged 2 00 ' GRP -E GroupE Store, Store w/ office or residence, Service Station, Club & Lodge Hall 200 1 00 1.00 4 00 per parcel ' R \santa clan ta\Admm 09-10\reports\SMD\smd 09-10 Final rpt 29May09 doc I Harris & Associates GRP -F Group F Rooming House (same as 6 unit apartment) 1.00 3.00 025 4 25 per parcel ' GRP -G Group G Restaurant, Theater 300 1 00 1.00 5 00 per parcel GRP -H Group H Light Manufacturing, Food Processing Plant, 2 00 2 00 1 00 5 00 Warehousing per parcel P GRP -I Group I Auto, Recreational Equipment Sales & Service 200 200 200 6.00 per parcel GRP -J Group J Market, Bowling Alley, Skating Rink, Department Store, Hotel/Motel, Mobile Home Park 4.00 2 00 2 00 8 00 er ar P P cel Group K All parcels In Group K are assessed a minimum of 3 EDU's GRP -K1 Group K-1 300 100 125 5.25 Open Storage 0014973 per lot 100sf Mineral Processing 0005615 per lot 100sf _GRP -K2 Group K-2 400 100 125 6.25 Private College/University 0001736 per lot 100sf Wholesale and manufacturing outlets 0059858 per lot 100sf Athletic and Amusement Facilities 0027431 per lot 100sf Heavy Manufacturing 0006382 per lot 100sf Hospitals 0012886 per lot 100sf _GRP -K3 Group K-3 400 1 00 1.50 6.50 ' Motion Picture, Radio, T V 0010938 per lot 100sf Neighborhood Shopping Centers 0014449 per lot 100sf Regional Shopping Centers 0021812 per lot 100sf ' Vacant 000 0.00 000 0.00 per parcel Table 3, on the following page, provides a summary of the EDU's for each land use shown above for both the original district and the annexation areas. ' R \santa clan ta\Admm 09-10\reports\SMD\smd 09-10 Final rpt 29May09 doc I Harris & Associates ' City of Santa Clarita Streetlight Maintenance District No. 1 June 9, 2009 Page 16 1 Table 3 —EDU Summary by Land Use ' Landuse Parcels U nits Lot Sq Ft EDU's PreL As nits Original District: SFR 23,752 23,752 - 23,752 000 $294,049.76 (Levy "A") CNDO 9,284 9,284 _ 9,284.000 $114,935.92 ' Asmts per EDU APT2 214 528 449.500 $5,56481 $12.38 APT5 62 623 - 389.000 $4,815.82 APT21 32 1,039 - 493.000 $6,103.34 APT51 14 1,026 379.000 $4,692.02 APT101 14 2,488 _ 690.100 $8,543.44 GRP -A 3 - - 3.000 $37.14 GRP -B 46 - - 92.000 $1,138.96 ' GRP -C 29 72.500 $89755 GRP -D 108 - - 324.000 $4,011.12 GRP -E 144 - - 576.000 $7,130.88 GRP -G 33 165.000 $2,042.70 GRP -H 141 - - 705.000 $8,727.90 ' GRP -I GRP -J 58 21 _ _ 348.000 168.000 $4,30824 $2,079.84 GRP -K1 4 - 315,939 21.792 $269.78 GRP -K2 28 - 35,432,856 2,177.136 $26,952.94 ' GRP -K3 53 - 7,156,684 1,032.701 $12,78484 VAC 84 $0.00 Subtotals: 34,124 38,740 42,905,479 41,121.729 $509,087.01 ' Annexations: SFR 6,847 6,847 - 6,847.000 $384,801.40 (Levy "B") CNDO 3,703 3,703 - 3,703.000 $208,108.60 ' Asmts per EDU $56.20 APT2 APT5 4 11 _ 9250 $51985 $0.00 APT21 2 65 - 30.833 $1,732.81 APT51 1 93 - 32.000 $1,798.40 APT101 11 2,251 - 601.450 $33,801.49 GRP -A 1 1.000 $5620 GRP -B 27 - - 59.000 $3,315.80 GRP -C 43 - - 107.500 $6,041.50 GRP -D 165 495.000 $27,81900 GRP -E 51 - - 204.000 $11,464.80 ' GRP -G GRP -H 11 436 _ _ 55.000 2,180.000 $3,091.00 $122,516.00 GRP -I 17 - - 102.000 $5,732.40 GRP -J 15 - - 120 000 $6,744.00 GRP -MULTI 338.000 $2,135.60 GRP -K1 2 - 266,176 17.700 $994.74 GRP -K2 7 - 3,493,511 349.336 $19,632.68 ' GRP -K3 9612,416,619 2,015.058 $113,246.26 VAC 764 - $0.00 Subtotals: 12,206 12,970 16,176,306 16,967.127 $953,552.54 ' Totals: 46,330 51,710 59,081,785 58,088.856 $1,462,639.54 ' R \santa clanta\Admin 09-10\reports\SMD\smd 09-10 Final rpt 29May09 doc I Harris & Associates Final Engineer's Report for OPEN SPACE MAINTENANCE DISTRICT 0 (Golden Valley Ranch) Fiscal Year 2009-10 For the CITY OF SANTA CLARITA Los Angeles County, California June 9, 2009 0 City of Santa Clarita June 9, 2009 Open Space Maintenance District (Golden Valley Ranch) Engineer's Report, FY 2009-10 Page 1 • TABLE OF CONTENTS Certificates.....................................................................................................................2 Report............................................................................................................................3 Part A - Plans and Specifications............................................................................4 PartB - Estimate of Cost.........................................................................................5 Part C - Method of Apportionment of Assessment.................................................6 PartD -Assessment Roll.........................................................................................8 Part E - Assessment Diagram................................................................................1 l • C� R:lsanta clana\Admin 09.10treports\OSGVR\gvrosmd 09-10 Final Rpt 29May09.do = Hams &Associates .-a w-*aei r•• "' I �' 1 1 I j,i lV1h City of Santa Clarita June 9, 2009 Open Space Maintenance District (Golden Valley Ranch) Engineer's Report, FY 2009-10 Page 2 • CITY OF SANTA CLARITA OPEN SPACE MAINTENANCE DISTRICT (GOLDEN VALLEY RANCH) ENGINEER'S REPORT CERTIFICATES The undersigned acting on behalf of Harris & Associates, respectfully submits the enclosed Engineer's Report as directed by City Council pursuant to the provisions of Section 4 of Article XIIID of the Califomia Constitution, and provisions of the Landscaping and Lighting Act of 1972, Section 22500 et seq. of the California Streets and Highways Code. The undersigned certifies that she is a Professional Engineer, registered in the State of California. Dated: June 9, 2009 BY: Joan E. Cox R.C.E. No. 41965 is I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and Assessment Diagram thereto attached, was filed with me on the day of , 2009. • Sharon L. Dawson, City Clerk City of Santa Clarita Los Angeles County, California, Uz I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and Assessment Diagram thereto attached, was approved and confirmed by the City Council of the City of Santa Clarita, California, on the day of , 2009. Sharon L. Dawson, City Clerk City of Santa Clarita Los Angeles County, California RAsanta cladta\Admin 09-101reports\0SGVR\gvrosmd 09-10 Final Rpt 29May09.doc I Harris & Associates City of Santa Clarita June 9, 2009 Open Space Maintenance District (Golden Valley Ranch) Engineer's Report, FY 2009-10 Page 3 FISCAL YEAR 2009.10 ENGINEER'S REPORT PREPARED PURSUANT TO THE PROVISIONS OF THE LANDSCAPING AND LIGHTING ACT OF 1972 SECTION 22500 THROUGH 22679 OF THE CALIFORNIA STREETS AND HIGHWAYS CODE, ARTICLE XIIID OF THE CALIFORNIA CONSTITUTION, AND THE PROPOSITION 218 OMNIBUS IMPLEMENTATION ACT (GOVERNMENT CODE SECTION 53750 ET SEQ.) Pursuant to Part 2 of Division 15 of the Streets and Highways Code of the State of California, Article XIIID of the California Constitution, the Proposition 218 Omnibus Implementation Act and in accordance with the Resolution of Initiation, adopted by the City Council of the City of Santa Clarita, State of California, in connection with the proceeding s for: OPEN SPACE AtkINTENANCE DISTRICT (GOLDEN VALLEY RANCH) hereinafter referred to as the "Maintenance District" or "District", I, Joan E. Cox, P.E., the authorized representative of Harris & Associates, the duly appointed ASSESSMENT ENGINEER, submit herewith the "Report" consisting of five (5) parts as follows: PART A — PLANS AND SPECIFICATIONS Contains a description of the improvements that are to be maintained or serviced by the District. PART B — ESTIMATE OF COST Identifies the estimated cost of the services or maintenance to be provided by the District, including incidental costs and expenses in connection therewith. PART C —METHOD OF APPORTIONMENT Describes the basis on which the costs have been apportioned to each parcel of land within the Maintenance District, in proportion to the estimated benefits to be received by such lots and parcels. PART D — ASSESSMENT ROLL Identifies the maximum assessment to be levied on each benefited lot or parcel of land within the Maintenance District. PART E — ASSESSMENT DIAGRAM Contains a Diagram of the Maintenance District Boundaries showing the exterior boundaries of the Maintenance District, the boundaries of any zones within the Maintenance District and the lines and dimensions of each lot or parcel of land within the Maintenance District. Harris &Associates R:\santa clarita\Admin 09-10\reports\0SGVR\gvrosmd 09-10 Final Rpt 29May09 doc • • City of Santa Clarita June 9, 2009 Open Space Maintenance District (Golden Valley Ranch) Engineer's Report, FY 2009-10 Page 4 • PART A PLANS AND SPECIFICATIONS The existing improvements, which have been constructed within the City of Santa Clahta, and those additional improvements that may be subsequently constructed, and that are proposed to be serviced and maintained as generally described as follows: DESCRIPTION OF IMPROVEMENTS TO BE MAINTAINED AND SERVICED The improvements proposed to be maintained and serviced are generally described as the Conservation Easement area, as described in the Judgment of the Superior Court of the State of California Case No. BC269070, filed July 29, 2002, which is the open space area on Tentative Tract Map No. 52414 (Golden Valley Ranch). Improvements include but are not limited to: trail maintenance and open space management within the boundaries of said Maintenance District. The District will fund costs in connection with the District maintenance and servicing including, but not limited to, labor, electrical energy, water, materials, contracting services, administration, and other expenses necessary for the satisfactory maintenance and servicing of these improvements. Maintenance means the furnishing of services and materials for the ordinary and usual operation of natural open space land or replacement of all or part of any of the landscaping or appurtenant improvements; the removal of rubbish, debris and other solid waste; the cleaning and other • improvements to remove or cover graffiti; and trail maintenance. Servicing means the administration of all aspects of the maintenance and servicing of the improvements. Plans and specifications for the improvements, showing the general nature, location and the extent of the improvements, are on file at the City where they are available for public inspection and are by reference herein made a part of this report. n U R:\santa claritMAdmin 09-10\reports\0SGVR\gvrosmd 09-10 Final Rpt 29May%doc Harris & Associates .'i'nly a. 0 .. City of Santa Clarita June 9, 2009 Open Space Maintenance District (Golden Valley Ranch) Engineer's Report, FY 2009-10 Page 5 PART B ESTIMATE OF COST The estimated costs for the operation, maintenance and servicing of the facilities, shown below, are the estimated costs of maintenance if the facilities were fully maintained for Fiscal Year 2009-10. The 1972 Act provides that the total cost of the maintenance and services, together with incidental expenses, may be financed from the assessment proceeds. The incidental expenses may include engineering fees, legal fees, printing, mailing, postage, publishing, and all other related costs identified with the district proceedings. Maintenance & Servicing Costs Natural Open Space & Trails $57,397 Administration Costs $5,950 $63,347 Operating and Capital Reserve $148,000 Interest (positive) ($2,250) Prior Year (surplus) or deficit ($145,349) Total To Assessment $63,748 The 1972 Act requires that a special fund be set-up for the revenues and expenditures of the District. Funds raised by assessment shall be used only for the purpose as stated herein. The City may advance funds to the District, if needed, to ensure adequate cash flow, and will be reimbursed for any • such advances upon receipt of assessments. Any surplus or deficit remaining on July 1 must be carried over to the next fiscal year. • -10 Final Rpt 29May09.doc Harris &Associates R:lsanta clarita\Admin 09-10\reports\OSGVR\gvrosmd 09 LJ • • City of Santa Clarita June 9, 2009 Open Space Maintenance District (Golden Valley Ranch) Engineer's Report, FY 2009-10 Page 6 PART C " METHOD OF APPORTIONMENT OF ASSESSMENT GENERAL Part 2 of Division 15 of the Streets and Highways Code, the Landscaping and Lighting Act of 1972, permits the establishment of Maintenance Districts by cities for the purpose of providing certain public improvements which include the construction, maintenance and servicing of street lights, traffic signals and landscaping facilities. Section 22573, Landscaping and Lighting Act of 1972 requires that maintenance assessments be levied according to benefit rather than according to assessed value. This section states: "The net amount to be assessed upon lands within an Maintenance District may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefits to be received by each such lot or parcel from the improvements." The Act permits the designation of zones of benefit within any individual Maintenance District if "by reason of variations in the nature, location, and extent of the improvements, the various areas will receive different degrees of benefit from the improvements." (Sec. 22574). Thus, the 1972 Act requires the levy of a true "assessment" rather than a "special tag." REASON FOR THE ASSESSMENT The assessment is proposed to be levied to defray the costs of the maintenance and servicing of the open space conservation area improvements, as previously defined herein in Part A of this Report. SPECIAL BENEFIT ANALYSIS Parcels within the District will be assessed for the maintenance of those improvements that provide a special benefit to the project. Article XIIID of the California Constitution defines special benefit as: "A particular and distinct benefit over and above general benefits conferred on real property located in the district or to the public at large. General enhancement of property value does not constitute `special benefit'." Per the Judgement of the Superior Court of the State of California Case No. BC269070, filed July 29, 2002, the setting aside and on-going maintenance of natural open space areas is a condition of developing the residential portion of Tentative Tract No. 52414 (Golden Valley Ranch). Without the open space areas, residential development would not be allowed to occur within the boundaries of the Tentative Tract; therefore, all real property proposed to be developed for residential uses receive and are conferred a particular and distinct special benefit from these open space areas and their maintenance. Non-residential properties are not subject to this condition and therefore do not receive special benefit from the improvements. The general benefits associated with these open space areas and their maintenance are considered incidental, negligible and non - quantifiable. R.\santa clarita\Admin 09-10\reports\0SGVR\gvrosmd 09-10 Final Rpt 29May09 doc Harris & Associates City of Santa Clarita June 9, 2009 Open Space Maintenance District (Golden Valley Ranch) Engineer's Report, FY 2009-10 Page 7 ASSESSMENT APPORTIONMENT AND RATES As stated above, only residential property receives special benefits for the on-going maintenance of the designated open space within Tentative Tract No. 52414 (Golden Valley Ranch). There are 142.05 net acres of land designated for residential development within the tentative tract. The special benefit to each residential acre of land is the same: the ability to develop. Therefore, the assessment is apportioned to the residential development areas on a per acre basis. $63,748 / 142.05 acres = $448.77 / acre The table below provides the projected assessment apportionment for the two types of planned residential unit areas within the Golden Valley Ranch development and shows the estimated maximum annual assessment rate per residential unit given the following assumptions. These rates are based on the following development scheme: ■ 129.89 acres currently designated for 404 single family residential (SFR) units, ■ 12.16 acres currently designated for 95 single family condominium (CON) units. Maximum Maximum Actual Actual Total Projected Est. Projected Max. FY 08-09 Asmt FY 09-10 Asmt Res. FY 09-10 Asmt FY 09-10 Planned FY 09-10 Asmt Rate per Res. Acre per Res. Acre Acres per Res. Acre Assessment Res. Units per Residential Unit $448.77 / acre $448.77 / acre 129.89 $448.77 / acre $58,290.74 404 SFR $144.28 / SFR Unit $448.77 / acre 1 $448.77 / acre 1 12.16 1 $448.77 / acre $5,457.04 1 95 CON 1 $57.44 / CON Unit CPI increase= 0.00% 142.05 $ 63,747.78 If the number of residential units differs from those projected above, the maximum assessment rates per residential unit will also differ. * The maximum annual maintenance assessment rates will be increased each year by the annual change in the Consumer Price Index (CPI), during the preceding year ending in February, for All Urban Consumers, for the Los Angeles, Los Angeles and Orange County areas. The actual assessments levied in any fiscal year will be as approved by the City Council and may not exceed the maximum assessment rate without receiving property owner approval for the increase. R:\santa clarita\Admin 09-10\reports\OSGVR\gvrosmd 09-10 Final Rpt 29May09.doc Harris & Associates • • • City of Santa Clarita June 9, 2009 Open Space Maintenance District (Golden Valley Ranch) Engineer's Report, FY 2009-10 Page 8 . PART D ASSESSMENT ROLL The Assessment Roll is a listing of the proposed assessment for Fiscal Year 2009-10 apportioned to each lot or parcel, as shown on the last equalized roll of the Assessor of the County of Los Angeles. The Assessment Roll is provided below and is incorporated herein. The description of each lot or parcel is part of the records of the Assessor of the County of Los Angeles and these records are, by reference, made part of this Report. The proposed residential development areas are included within the following list of parcels that make up Tentative Tract Map No. 52414 (Golden Valley Ranch). • R:\santa cladta\Admin 09-10\reports\OSGVR\gvrosmd 09-10 Final Rpt 29May09.doc Hams & Associates Planned FY 2009-10 Assessor's Dwelling Parcel Tract Total Asmt Parcel No. Landuse Units Acres Asmt 52414 $63,748 2841-017-047 CNDOV 95 12113 $5,456.80 SFV 241 $34,772.92 2841-059-001 SFV 1 0.18 $14428 2841-059-002 SFV 1 0.15 $14428 2841-059-003 SFV 1 0.15 $14428 2841-059-004 SFV 1 0.15 $14428 2841-059-005 SFV 1 0.15 $14428 • 2841-059-006 SFV 1 0.15 $14428 2841-059-007 SFV 1 0.14 $14428 2841-059-008 SFV 1 0.13 $14428 2841-059-009 SFV 1 0.13 $14428 2841-059-010 SFV 1 0.14 $14428 2841-059-011 SFV 1 0.15 $14428 2841-059-012 SFV 1 0.15 $14428 2841-059-013 SFV 1 0.14 $14428 2841-059-014 SFV 1 0.14 $14428 2841-059-015 SFV 1 0.14 $14428 2841-059-016 SFV 1 0.14 $14428 2841-059-017 SFV 1 0.14 $14428 2841-059-018 SFV 1 0.13 $14428 2841-059-019 SFV 1 0.13 $14428 2841-059-020 SFV 1 0.14 $14428 2841-059-021 SFV 1 0.15 $14428 2841-059-022 SFV 1 0.16 $14428 2841-059-023 SFV 1 0.14 $14428 2841-059-024 SFV 1 0.14 $14428 2841-059-025 SFV 1 0.14 $14428 2841-059-026 SFV 1 0.18 $14428 2841-059-027 SFV 1 0.19 $14428 • R:\santa cladta\Admin 09-10\reports\OSGVR\gvrosmd 09-10 Final Rpt 29May09.doc Hams & Associates City of Santa Clarita June 9, 2009 Open Space Maintenance District (Golden Valley Ranch) Engineer's Report, FY 2009-10 Page 9 2848-038-002 SFV 1 0.14 $144.28 . R:\santa cladta\Admin 09-10\reports\OSGVR\gvrosmd 09-10 Final Rpt 29May09.doc Hams & Associates • Planned Assessor's Dwelling Parcel Parcel No. Landuse Units Acres Asmt 2841-059-028 SFV 1 0.19 $144.28 2841-059-029 SFV 1 0.18 $144.28 2841-059-030 SFV 1 0.22 $144.28 2841-060-001 SFV 1 0.13 $144.28 2841-060-002 SFV 1 0.12 $144.28 2841-060-003 SFV 1 0.12 $144.28 2841-060-004 SFV 1 0.12 $144.28 2841-060-005 SFV' 1 0.12 $144.28 2841-060-006 SFV 1 0.12 $144.28 2841-060-007 SFV 1 0.12 $144.28 2841-060-008 SFV 1 0.13 $144.28 2841-060-009 SFV 1 0.13 $144.28 2841-060-010 SFV 1 0.12 $144.28 2841-060-011 SFV 1 0.13 $144.28 2841-060-012 SFV 1 0.13 $144.28 2841-060-013 SFV 1 0.12 $14428 2841-060-014 SFV 1 0.12 $144.28 2841-060-015 SFV 1 0.12 $144.28 2841-060-016 SFV 1 0.12 $144.28 2841-060-017 SFV 1 0.12 $144.28 2841-060-018 SFV 1 0.18 $144.28 • 2841-060-019 SFV 1 0.20 $144.28 2841-060-020 SFV 1 0.15 $144.28 2841-060-021 SFV 1 0.17 $144.28 2841-060-022 SFV 1 0.14 $144.28 2841-060-023 SFV 1 0.15 $144.28 2841-060-024 SFV 1 0.15 $144.28 2841-060-025 SFV 1 0.14 $144.28 2841-060-026 SFV 1 0.14 $144.28 2841-060-027 SFV 1 0.13 $144.28 2841-060-028 SFV 1 0.13 $144.28 2841-060-029 SFV 1 0.15 $144.28 2841-060-030 SFV 1 0.25 $144.28 2841-060-031 SFV 1 0.21 $144.28 2841-060-032 SFV 1 0.18 $144.28 2841-060-033 SFV 1 0.18 $144.28 2841-060-034 SFV 1 0.17 $144.28 2841-060-035 SFV 1 0.17 $144.28 2841-060-036 SFV 1 0.17 $144.28 2841-060-037 SFV 1 0.17 $144.28 2848-009-043 SFV 72 32.21 $10,386.72 2848-038-001 SFV 1 0.16 $144.28 2848-038-002 SFV 1 0.14 $144.28 . R:\santa cladta\Admin 09-10\reports\OSGVR\gvrosmd 09-10 Final Rpt 29May09.doc Hams & Associates U • 11 City of Santa Clarita June 9, 2009 Open Space Maintenance District (Golden Valley Ranch) Engineer's Report, FY 2009-10 Page 10 Planned Assessor's Parcel No. Landuse Dwelling Units Parcel Acres Asmt 2848-038-003 SFV 1 0.16 $144.28 2848-038-004 SFV 1 0.18 $144.28 2848-038-005 SFV 1 0.17 $144.28 2848-038-006 SFV 1 0.15 $144.28 2848-038-007 SFV 1 0.20 $144.28 2848-038-008 SFV 1 0.18 $144.28 2848-038-009 SFV 1 0.18 $144.28 2848-038-010 SFV 1 0.19 $144.28 2848-038-011 SFV 1 0.18 $144.28 2848-038-012 SFV 1 0.16 $144.28 2848-038-013 SFV 1 0.15 $144.28 2848-038-014 SFV 1 0.16 $144.28 2848-038-015 SFV 1 0.16 $144.28 2848-038-016 SFV 1 0.21 $144.28 2848-038-017 SFV 1 0.22 $144.28 2848-038-018 SFV 1 0.18 $144.28 2848-038-019 SFV 1 0.18 $144.28 2848-038-020 SFV 1 0.19 $144.28 2848-038-021 SFV 1 0.19 $144.28 2848-038-022 SFV 1 0.16 $144.28 2848-038-023 SFV 1 0.16 $144.28 2848-038-024 SFV 1 0.19 $144.28 499 167.52 $63,745.92 RAsanta clarita\Admin 09-10\reports\OSGVR\gvrosmd 09-10 Final Rpt 29May09.doc Hams & Associates City of Santa Clarita June 9, 2009 Open Space Maintenance District (Golden Valley Ranch) Engineer's Report, FY 2009-10 Page 11 PART E ASSESSMENT DIAGRAM An Assessment Diagram for the Maintenance District is provided on the following page. The lines and dimensions of each lot or parcel within the Maintenance District are those lines and dimensions shown on the maps of the Assessor of the County of Los Angeles, for the year when this Report was prepared, and are incorporated by reference herein and made part of this Report. R:�santa cladta\Ndmin 09-10\reports\0SGVR\gvrosmd 09-10 Final Rpt 29May09.doc Hams & Associates • C :7 1] 11 City of Santa Clarita June 9, 2009 Open Space Maintenance District (Golden Valley Ranch) Engineer's Report, FY 2009-10 Page 12 R:lsanta clantMAdmin 09-10Veports\OSGVRIgvrosmd 09-10 Final Rpt 29May09.d0c = I Harris & Associates City of Santa Clarita June 9, 2009 Open Space Maintenance District (Golden Valley Ranch) Engineer's Report, FY 2009-10 Page 13 R:\santa clarita\Admin 09-10\reports\OSGVR\gvrosmd 09-10 Final Rpt 29May09.doc Harris &Associates • II II Final 1 Engineer's Report 1 for 1 OPEN SPACE MAINTENANCE DISTRICT 1 (Golden Valley Ranch) I Fiscal Year 2009-10 I IFor the 1 CITY OF SANTA CLARITA 1 Los Angeles County, California I I June 9, 2009 I I 1 1 1 1 1 1 1 1 1 1 City of Santa Clarita Open Space Maintenance District (Golden Valley Ranch) Engineer's Report, FY 2009-10 TABLE OF CONTENTS June 9, 2009 Page 1 Certificates.................................................................................................................... 2 Report........................................................................................................................... 3 Part A - Plans and Specifications............................................................................ 4 PartB - Estimate of Cost........................................................................................ 5 Part C - Method of Apportionment of Assessment ................................................. 6 Part D - Assessment Roll........................................................................................ 8 Part E - Assessment Diagram............................................................................... 11 RAsanta clarita\Admin 09-10\reports\0SGVR\gvrosmd 09-10 Final Rpt 29May09 doc Harris & Associates 1 City of Santa Clarita June 9, 2009 Open Space Maintenance District (Golden Valley Ranch) ' Engineer's Report, FY 2009.10 Page 2 CITY OF SANTA CLARITA 1 OPEN SPACE MAINTENANCE DISTRICT (GOLDEN VALLEY RANCH) ' ENGINEER'S REPORT CERTIFICATES ' The undersigned acting on behalf of Harris & Associates, respectfully submits the enclosed Engineer's Report as directed by City Council pursuant to the provisions of Section 4 of Article XIIID of the California Constitution, and provisions of the Landscaping and Lighting Act of 1972, Section 22500 et seq. of the California Streets and Highways Code. The undersigned certifies that she is a Professional Engineer, registered in the State of California. Dated: May 29, 2009 R.C.E. No. 41965 I HEREBY CERTIFY that the enclosed Engineer's Report,together with sessment Roll and Assessment Diagram thereto � Fy�,ed, was filed with me on the q day of 2009. ` Oar..Q.j - 4 Sharon L. Dawson, City derk VAP �',P >��o City of Santa Clarita z DEC. 15,o = Los Angeles County, Califomia By oominnmunW" I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and Assessment Diagram thereto attached, yvas approv d and confirmed by the City Council of the City of Santa Clarita, Califomia, on the q day of 2009. punuum,,,, Sharon L. Dawson, City Clerk O�ZP�' CO City City of Santa Clarita V�,Q',rGpP70gg1``_ Los Angeles County, Califomia z DEC. 75, r - N 1987 B c9<IFOPN`P Za @ y- ' R;\santa clarita\Admin 09-10\reports\0SGVR\gvrosmd 09-10 Final Rpt 29May09.doc Harris & Associates City of Santa Clarita June 9, 2009 Open Space Maintenance District (Golden Valley Ranch) Engineer's Report, FY 2009-10 Page 3 FISCAL YEAR 2009-10 ENGINEER'S REPORT PREPARED PURSUANT TO THE PROVISIONS OF THE LANDSCAPING AND LIGHTING ACT OF 1972 ' SECTION 22500 THROUGH 22679 OF THE CALIFORNIA STREETS AND HIGHWAYS CODE, ARTICLE XIIID OF THE CALIFORNIA CONSTITUTION, AND THE PROPOSITION 218 OMNIBUS IMPLEMENTATION ACT (GOVERNMENT CODE SECTION 53750 ET SEQ.) Pursuant to Part 2 of Division 15 of the Streets and Highways Code of the State of California, Article XIIID of the California Constitution, the Proposition 218 Omnibus Implementation Act and in ' accordance with the Resolution of Initiation, adopted by the City Council of the City of Santa Clarita, State of California, in connection with the proceedings for: OPEN SPACE MAINTENANCE DISTRICT (GOLDEN VALLEY RANCH) hereinafter referred to as the "Maintenance District" or "District", I, Joan E. Cox, P.E., the authorized representative of Harris & Associates, the duly appointed ASSESSMENT ENGINEER, submit herewith the "Report" consisting of five (5) parts as follows: PART A — PLANS AND SPECIFICATIONS Contains a description of the improvements that are to be maintained or serviced by the District. PART B — ESTIMATE OF COST ' Identifies the estimated cost of the services or maintenance to be provided by the District, including incidental costs and expenses in connection therewith. PART C — METHOD OF APPORTIONMENT Describes the basis on which the costs have been apportioned to each parcel of land within the Maintenance District, in proportion to the estimated benefits to be received by such lots and parcels. PART D — ASSESSMENT ROLL Identifies the maximum assessment to be levied on each benefited lot or parcel of land within the ' Maintenance District. PART E — ASSESSMENT DIAGRAM Contains a Diagram of the Maintenance District Boundaries showing the exterior boundaries of the Maintenance District, the boundaries of any zones within the Maintenance District and the lines and dimensions of each lot or parcel of land within the Maintenance District. ' R,\santa clarita\Admin 09-10\reports\OSGVR\gvrosmd 09-10 Final Rpt 29May09 doc I Harris & Associates City of Santa Clarita June 9, 2009 Open Space Maintenance District (Golden Valley Ranch) Engineer's Report, FY 2009-10 Page 4 PART A PLANS AND SPECIFICATIONS The existing improvements, which have been constructed within the City of Santa Clarita, and those ' additional improvements that may be subsequently constructed, and that are proposed to be serviced and maintained as generally described as follows: DESCRIPTION OF IMPROVEMENTS TO BE MAINTAINED AND SERVICED The improvements proposed to be maintained and serviced are generally described as the ' Conservation Easement area, as described in the Judgment of the Superior Court of the State of California Case No. BC269070, filed July 29, 2002, which is the open space area on Tentative Tract Map No. 52414 (Golden Valley Ranch). Improvements include but are not limited to: trail maintenance and open space management within the boundaries of said Maintenance District. ' The District will fund costs in connection with the District maintenance and servicing including, but not limited to, labor, electrical energy, water, materials, contracting services, administration, and ' other expenses necessary for the satisfactory maintenance and servicing of these improvements. Maintenance means the furnishing of services and materials for the ordinary and usual operation of natural open space land or replacement of all or part of any of the landscaping or appurtenant improvements; the removal of rubbish, debris and other solid waste; the cleaning and other improvements to remove or cover graffiti; and trail maintenance. ' Servicing means the administration of all aspects of the maintenance and servicing of the improvements. ' Plans and specifications for the improvements, showing the general nature, location and the extent of the improvements, are on file at the City where they are available for public inspection and are by reference herein made a part of this report. ' R \santa clarita\Admin 09-10\reports\OSGVR\gvrosmd 09-10 Final Rpt 29May09 doc I Harris & Associates City of Santa Clarita June 9, 2009 Open Space Maintenance District (Golden Valley Ranch) ' Engineer's Report, FY 2009-10 Page 5 PART B ' ESTIMATE OF COST ' The estimated costs for the operation, maintenance and servicing of the facilities, shown below, are the estimated costs of maintenance if the facilities were fully maintained for Fiscal Year 2009-10. The 1972 Act provides that the total cost of the maintenance and services, together with incidental ' expenses, may be financed from the assessment proceeds. The incidental expenses may include engineering fees, legal fees, printing, mailing, postage, publishing, and all other related costs identified with the district proceedings. Maintenance & Servicing Costs Natural Open Space & Trails $57,397 ' Administration Costs $5,950 $63,347 Operating and Capital Reserve $148,000 Interest (positive) ($2,250) Prior Year (surplus) or deficit ($145,349) Total To Assessment $63,748 The 1972 Act requires that a special fund be set-up for the revenues and expenditures of the District. ' Funds raised by assessment shall be used only for the purpose as stated herein. The City may advance funds to the District, if needed, to ensure adequate cash flow, and will be reimbursed for any such advances upon receipt of assessments. Any surplus or deficit remaining on July 1 must be carried over to the next fiscal year. 1 ' R:\santa claritaMmin 09-10\reports\0SGVR\gvrosmd 09-10 Final Rpt 29May09.doc I Harris & Associates City of Santa Clarita June 9, 2009 Open Space Maintenance District (Golden Valley Ranch) ' Engineer's Report, FY 2009-10 Page 6 PART C ' METHOD OF APPORTIONMENT OF ASSESSMENT GENERAL Part 2 of Division 15 of the Streets and Highways Code, the Landscaping and Lighting Act of 1972, permits the establishment of Maintenance Districts by cities for the purpose of providing certain ' public improvements which include the construction, maintenance and servicing of street lights, traffic signals and landscaping facilities. ' Section 22573, Landscaping and Lighting Act of 1972 requires that maintenance assessments be levied according to benefit rather than according to assessed value. This section states: "The net amount to be assessed upon lands within an Maintenance District may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefits to be received by each such ' lot or parcel from the improvements." The Act permits the designation of zones of benefit within any individual Maintenance District if "by reason of variations in the nature, location, and extent of the improvements, the various areas will receive different degrees of benefit from the improvements." (Sec. 22574). Thus, the 1972 Act requires the levy of a true "assessment" rather than a "special tax." ' REASON FOR THE ASSESSMENT The assessment is proposed to be levied to defray the costs of the maintenance and servicing of the ' open space conservation area improvements, as previously defined herein in Part A of this Report. SPECIAL BENEFIT ANALYSIS ' Parcels within the District will be assessed for the maintenance of those improvements that provide a special benefit to the project. Article XIIID of the California Constitution defines special benefit as: ' "A particular and distinct benefit over and above general benefits conferred on real property located in the district or to the public at large. General enhancement of property value does not constitute `special benefit'." ' Per the Judgement of the Superior Court of the State of California Case No. BC269070, filed July 29, 2002, the setting aside and on-going maintenance of natural open space areas is a condition of ' developing the residential portion of Tentative Tract No. 52414 (Golden Valley Ranch). Without the open space areas, residential development would not be allowed to occur within the boundaries of the Tentative Tract; therefore, all real property proposed to be developed for residential uses receive and are conferred a particular and distinct special benefit from these open space areas and their maintenance. Non-residential properties are not subject to this condition and therefore do not receive special benefit from the improvements. The general benefits associated with these open space areas and their maintenance are considered incidental, negligible and non - quantifiable. R \santa clarita\Ndmin 09-10\reports\0SGVR\gvrosmd 09-10 Final Rpt 29May09 doc 0 1 Harris & Associates li 1 City of Santa Clarita June 9, 2009 Open Space Maintenance District (Golden Valley Ranch) Engineer's Report, FY 2009.10 Page 7 ASSESSMENT APPORTIONMENT AND RATES As stated above, only residential property receives special benefits for the on-going maintenance of the designated open space within Tentative Tract No. 52414 (Golden Valley Ranch). There are 142.05 net acres of land designated for residential development within the tentative tract. The special benefit to each residential acre of land is the same: the ability to develop. Therefore, the assessment is apportioned to the residential development areas on a per acre basis. $63,748 / 142.05 acres = $448.77 / acre The table below provides the projected assessment apportionment for the two types of planned residential unit areas within the Golden Valley Ranch development and shows the estimated maximum annual assessment rate per residential unit given the following assumptions. These rates are based on the following development scheme: ■ 129.89 acres currently designated for 404 single family residential (SFR) units, ■ 12.16 acres currently designated for 95 single family condominium (CON) units. Maximum Maximum Actual Actual Total Projected Est. Projected Max. FY 08-09 Asmt FY 09-10 Asmt Res. FY 09-10 Asmt FY 09-10 Planned FY 09-10 Asmt Rate per Res. Acre per Res. Acre Acres per Res. Acre Assessment Res. Units per Residential Unit $448.77 /acre $448.77 / acre 129.89 $448.77 / acre $58,290.74 404 SFR $144.28 / SFR Unit $448.77 /acre $448.77 /acre 12.16 1 $448.77 / acre $5,457.04 1 95 CON 1 $57.44 / CON Unit CPI Increase = 0.00% 142.05 $63,747.78 If the number of residential units differs from those projected above, the maximum assessment rates ' per residential unit will also differ. * The maximum annual maintenance assessment rates will be increased each year by the annual change in the Consumer Price Index (CPI), during the preceding year ending in February, for All Urban Consumers, for the Los Angeles, Los Angeles and Orange County areas. The actual assessments levied in any fiscal year will be as approved by the City Council and may not exceed the maximum assessment rate without receiving property owner approval for ' the increase. �I ' R \santa clantaWdmin 09-10\reports\OSGVR\gvrosmd 09-10 Final Rpt 29May09 doc I Harris & Associates ' City of Santa Clarita Open Space Maintenance District (Golden Valley Ranch) Engineer's Report, FY 2009-10 June 9, 2009 Page 8 PART D ' ASSESSMENT ROLL The Assessment Roll is a listing of the proposed assessment for Fiscal Year 2009-10 apportioned to ' each lot or parcel, as shown on the last equalized roll of the Assessor of the County of Los Angeles. The Assessment Roll is provided below and is incorporated herein. ' The description of each lot or parcel is part of the records of the Assessor of the County of Los Angeles and these records are, by reference, made part of this Report. ' The proposed residential development areas are included within the following list of parcels that make up Tentative Tract Map No. 52414 (Golden Valley Ranch). ' Planned FY 2009-10 Assessor's Dwelling Parcel ' Tract Total Asmt Parcel No. Landuse Units Acres Asmt 52414 $63,748 2841-017-047 CNDOV 95 121.13 $5,456.80 SFV 241 $34,77292 ' 2841-059-001 SFV 1 0.18 $14428 2841-059-002 SFV 1 015 $144.28 2841-059-003 SFV 1 015 $144.28 ' 2841-059-004 SFV 1 0.15 $14428 2841-059-005 SFV 1 015 $14428 2841-059-006 SFV 1 0.15 $144.28 2841-059-007 SFV 1 0.14 $14428 2841-059-008 SFV 1 013 $14428 2841-059-009 SFV 1 013 $144.28 2841-059-010 SFV 1 0.14 $144.28 2841-059-011 SFV 1 015 $144.28 2841-059-012 SFV 1 0.15 $14428 ' 2841-059-013 SFV 1 0.14 $14428 2841-059-014 SFV 1 0.14 $14428 2841-059-015 SFV 1 0.14 $14428 ' 2841-059-016 SFV 1 014 $14428 2841-059-017 SFV 1 014 $14428 2841-059-018 SFV 1 0.13 $144.28 ' 2841-059-019 SFV 1 013 $14428 2841-059-020 SFV 1 014 $14428 2841-059-021 SFV 1 015 $14428 2841-059-022 SFV 1 016 $14428 2841-059-023 SFV 1 014 $14428 2841-059-024 SFV 1 014 $14428 2841-059-025 SFV 1 014 $14428 2841-059-026 SFV 1 018 $14428 2841-059-027 SFV 1 019 $14428 t 'I R \santa claritaWdmin 09-10\reports\OSGVR\gvrosmd 09-10 Final Rpt 29May09 doc Harris & Associates City of Santa Clarita June 9, 2009 Open Space Maintenance District (Golden Valley Ranch) ' Engineer's Report, FY 2009-10 Page 9 ' R \santa clantaMmin 09-10\reports\0SGVR\gvrosmd 09-10 Final Rpt 29May09 doc I Harris & Associates Planned ' Assessor's Dwelling Parcel Parcel No. Landuse Units Acres Asmt 2841-059-028 SFV 1 0.19 $14428 2841-059-029 SFV 1 018 $144.28 2841-059-030 SFV 1 0.22 $14428 2841-060-001 SFV 1 013 $14428 ' 2841-060-002 SFV 1 0.12 $144.28 2841-060-003 SFV 1 0 12 $14428 ' 2841-060-004 2841-060-005 SFV SFV 1 1 012 0 12 $144.28 $14428 2841-060-006 SFV 1 0.12 $144.28 ' 2841-060-007 2841-060-008 SFV SFV 1 1 012 0.13 $14428 $14428 2841-060-009 SFV 1 0.13 $144.28 ' 2841-060-010 2841-060-011 SFV SFV 1 1 012 0.13 $144.28 $14428 2841-060-012 SFV 1 013 $144.28 ' 2841-060-013 2841-060-014 SFV SFV 1 1 012 012 $14428 $14428 2841-060-015 SFV 1 012 $14428 ' 2841-060-016 2841-060-017 SFV SFV 1 1 0.12 0 12 $14428 $14428 2841-060-018 SFV 1 0.18 $14428 2841-060-019 SFV 1 020 $14428 ' 2841-060-020 SFV 1 0.15 $144.28 2841-060-021 SFV 1 0.17 $14428 2841-060-022 SFV 1 014 $144.28 2841-060-023 SFV 1 0.15 $14428 2841-060-024 SFV 1 015 $14428 2841-060-025 SFV 1 0.14 $14428 ' 2841-060-026 SFV 1 0 14 $14428 2841-060-027 SFV 1 013 $14428 2841-060-028 SFV 1 0.13 $144.28 ' 2841-060-029 SFV 1 015 $144.28 2841-060-030 SFV 1 0.25 $14428 2841-060-031 SFV 1 0 21 $14428 ' 2841-060-032 SFV 1 0.18 $14428 2841-060-033 SFV 1 0.18 $14428 ' 2841-060-034 SFV 1 017 $14428 2841-060-035 SFV 1 0.17 $14428 2841-060-036 SFV 1 0.17 $14428 2841-060-037 SFV 1 0.17 $144.28 2848-009-043 SFV 72 3221 $10,38672 2848-038-001 SFV 1 0.16 $14428 2848-038-002 SFV 1 0 14 $14428 ' R \santa clantaMmin 09-10\reports\0SGVR\gvrosmd 09-10 Final Rpt 29May09 doc I Harris & Associates City of Santa Clarita Open Space Maintenance District (Golden Valley Ranch) Engineer's Report, FY 2009-10 Planned June 9, 2009 Paae 10 Assessor's Parcel No. Landuse Dwelling Units Parcel Acres Asmt 2848-038-003 SFV 1 016 $14428 2848-038-004 SFV 1 0.18 $14428 2848-038-005 SFV 1 0.17 $14428 2848-038-006 SFV 1 0.15 $14428 2848-038-007 SFV 1 0.20 $14428 2848-038-008 SFV 1 0.18 $14428 2848-038-009 SFV 1 0.18 $14428 2848-038-010 SFV 1 019 $14428 2848-038-011 SFV 1 018 $14428 2848-038 -012 SFV 1 0.16 $14428 2848-038-013 SFV 1 0.15 $144.28 2848-038-014 SFV 1 0.16 $144.28 2848-038-015 SFV 1 0.16 $14428 2848-038-016 SFV 1 021 $144.28 2848-038-017 SFV 1 022 $14428 2848-038-018 SFV 1 0.18 $14428 2848-038-019 SFV 1 018 $144.28 2848-038-020 SFV 1 0.19 $14428 2848-038-021 SFV 1 0.19 $14428 2848-038-022 SFV 1 0.16 $144.28 2848-038-023 SFV 1 0.16 $14428 2848-038-024 SFV 1 019 $14428 499 167.52 $63,745.92 R \santa clarita\Admin 09-10\reports\OSGVR\gvrosmd 09-10 Final Rpt 29May09 doc Harris & Associates 1 1 1 1 1 1 1 1 City of Santa Clarita June 9, 2009 Open Space Maintenance District (Golden Valley Ranch) Engineer's Report, FY 2009-10 Page 11 PART E ASSESSMENT DIAGRAM An Assessment Diagram for the Maintenance District is provided on the following page. The lines and dimensions of each lot or parcel within the Maintenance District are those lines and dimensions shown on the maps of the Assessor of the County of Los Angeles, for the year when this Report was prepared, and are incorporated by reference herein and made part of this Report. R \santa claritaWdmin 09-10\reports\OSGVR\gvrosmd 09-10 Final Rpt 29May09 doc Harris & Associates 1 1 1 1 City of Santa Clarita June 9, 2009 Open Space Maintenance District (Golden Valley Ranch) Engineer's Report, FY 2009-10 Page 12 R \santa clantaMmin 09-10\reports\OSGVR\gvrosmd 09-10 Final Rpt 29May09 doc Harris & Associates 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 City of Santa Clarita June 9, 2009 Open Space Maintenance District (Golden Valley Ranch) Engineer's Report, FY 2009-10 Page 13 R \santa clarita\Admin 09-10\reports\OSGVR\gvrosmd 09-10 Final Rpt 29May09 doc Harris & Associates