HomeMy WebLinkAbout2009-09-22 - AGENDA REPORTS - LMD ASMT BALLOT RESULTS (2)Agenda Item:
CITY OF SANTA CLARITA
AGENDA REPORT
CONSENT CALENDAR City Manager Approval: y.
Item to be presented by: Darren. Hernandez
60
DATE: September 22, 2009
SUBJECT: LANDSCAPE MAINTENANCE DISTRICT PROCEEDINGS -
ASSESSMENT BALLOT TABULATION RESULTS
DEPARTMENT: Administrative Services
RECOMMENDED ACTION
City Council pass, approve, and adopt the attached resolution, declaring the results of the
assessment ballot tabulation, approving a Final Engineer's Report and ordering annexations into,
detachments from, creation of new zones, dissolution of existing zones, and assessment rate
adjustments in Landscape Maintenance District Numbers 1, A2, and T-1, providing for the levy
and collection of the annual assessments therein and taking certain other actions in connection
therewith.
BACKGROUND
On July 14, 2009, City Council adopted a resolution of intent commencing proceedings 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 T-1 (various
zones). A public hearing was held September 8, 2009 regarding these proceedings to consider all
oral and/or written statements, protests, and communications made or filed by all interested
persons. Upon the conclusion of the Public Hearing, Council directed the City Clerk to
commence tabluation of the assessment ballots.
Assessment ballot tabulation was completed on Thursday September 10, 2009, and the results of
the propety owner assessment ballot are as follows: $1,158,141, (75%) of assessment voted
"yes," and $378,769 (25%) of assessment voted "no." Being a majority protest does not exist,
City Council can finalize the proceedings by adopting the attached resolution.
ALTERNATIVE ACTIONS
Others action as determined by the City Council.
FISCAL IMPACT
There is no impact to the General Fund.
ATTACHMENTS
Resolution Declaring the Results of the Assessment Ballot Tabulation
Assessment Ballot Tabulation Results
Final Engineer's Report 9/22/09 available in the City Clerk's Reading File
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RESOLUTION NO. 09-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA CLARITA,
CALIFORNIA, DECLARING THE RESULTS OF THE ASSESSMENT BALLOT
TABULATION, APPROVING A FINAL ENGINEER'S REPORT AND
ORDERING ANNEXATIONS INTO, DETACHMENTS FROM, CREATION OF
NEW ZONES, AND DISSOLUTION OF EXISTING ZONES, AND ASSESSMENT
RATE ADJUSTMENTS IN LANDSCAPE MAINTENANCE DISTRICT NOS. 1,
A2, AND T1, PROVIDING FOR THE LEVY AND COLLECTION OF THE
ANNUAL ASSESSMENTS THEREIN, AND TAKING CERTAIN OTHER
ACTIONS IN CONNECTION THEREWITH
WHEREAS, the City Council of the City of Santa Clarita (the "City") has initiated
proceedings to annex various properties in the City into, create new Zones within and adjust
assessment rates in various Zones within Landscape Maintenance District (LMD) No. 1 (the
"Annexations, Creations, and Adjustments") pursuant to the provisions of the "Landscaping and
Lighting Act of 1972," being Part 2 of Division 15 of the California Streets and Highways Code
(commencing with Section 22500) (the "Act") and in accordance with Article XIIID of the
California Constitution and the Proposition 218 Omnibus Implementation Act (commencing with
Section 53750 of the California Government Code), to fund the costs of installation, servicing,
and maintenance of landscaped improvements within public rights-of-way and dedicated
landscape easements within various areas in the City; to detach various parcels from Zones
within LMD Nos. 1, T1, and A2 (the "Detachments") that are being annexed into new or existing
Zones in LMD No. 1; and to dissolve various Zones within LMD Nos. 1, T1, and A2 (the
"Dissolutions") that are no longer needed; and
WHEREAS, the City Council did order and subsequently receive a report prepared by
Harris & Associates (the "Assessment Engineer"), prepared in accordance with the Assessment
Law; and
WHEREAS, a listing of various properties proposed to be detached from LMD No. 1
Zone 1 — Annexations IA, IC, 1D, and IF; LMD No. 1 Zone 2A and Zone 2A — Annexations
213, 2C, 2D, 2E, and 2G; LMD No. A2 —Annexations 2, 3, 4, 5, and 7; and LMD No. T1 and
LMD No. T1, Zone T7; is on file with the City Clerk.; and
WHEREAS, various Annexations within LMD No. A2 and Zones within LMD No. T1
are proposed to be dissolved, which specifically are: LMD No. A2 Annexations 2, 3, 4, 5, and 7
and LMD T 1, Zone T7; and
WHEREAS, the City Council did set the time and place for a Public Hearing to consider
the Annexations, Creations, and Adjustments, Detachments and Dissolutions and to authorize the
annual levy of assessments therein, and did order that notice of such Public Hearing,
accompanied by assessment ballots, be given to the record owners of property within the
proposed Annexations, Creations, and Adjustments, Detachments and Dissolutions in accordance
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with the provisions of the Act; and
WHEREAS, notice of such Public Hearing accompanied by assessment ballots were
mailed to the record owners .of property within the proposed Annexations, Creations, and
Adjustments in accordance with the provisions of the Assessment Law; and
WHEREAS, the City Council considered all oral and written statements, protests, and
communications made or filed by any interested persons; and
WHEREAS, a Final Engineer's Report has been duly presented by the City Clerk for
consideration and has been fully considered by the City Council; and
WHEREAS, following conclusion of the Public Hearing, assessment ballots received by
the City were tabulated by the City Clerk, and a majority protest did not exist;
NOW THEREFORE, the City Council of the City of Santa Clarita, California, does
hereby resolve as follows:
SECTION 1. Recitals. The above recitals are true and correct. .
SECTION 2. Procedures. The City Council hereby finds and determines that the
procedures for the consideration of the levy of the assessments have been undertaken in
accordance with the Assessment Law.
SECTION 3. Assessment Ballot Procedures. Assessment ballots were mailed as
required by Assessment Law to the record owners of all properties within the Annexations,
Creations, and Adjustments which are proposed to be assessed. The assessment ballots that were
completed and received by the City Clerk prior to the close of the Public Hearing have been
tabulated in accordance with the procedures established by Assessment Law and the City
Council, and the results of such tabulation have been submitted to the City Council.
The City Council hereby finds that the assessment ballots submitted in favor of the levy
of assessments, as weighted in accordance with Assessment Law, exceed the assessment ballots
submitted in opposition to such levy, also as weighted in accordance with Assessment Law;
therefore, no majority protest to the levy of assessments within the Annexation has been found to
exist.
SECTION 4. Approval of Final Engineer's Report. The Final Engineer's Report,
including the plans, specifications, general descriptions, estimate of the cost of installation,
servicing and maintenance of landscaped improvements within public rights-of-way, dedicated
landscape easements within various areas in the City (the "Improvements") and incidental
expenses in connection therewith, the diagram and the proposed assessments is hereby approved
as filed and incorporated herein by this reference.
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SECTION 5. Annexation of Territory. The City Council hereby orders the Annexations.
SECTION 6. Creation of Assessment Zones. The City Council hereby orders the
Creation of Assessment Zones.
SECTION 7. Detachments from Assessment Districts. The City Council hereby orders
the Detachments.
SECTION 8. Dissolutions of Assessment Zones. The City Council hereby orders the
Dissolutions.
SECTION 9. Determination and Confirmation. Based upon the Final Engineer's Report
and the testimony and other evidence presented at the Public Hearing, the City Council hereby
makes the following determinations regarding the assessments proposed to be imposed,
commencing with Fiscal Year 2009/10, and the maximum annual assessment proposed to be
imposed to pay for the estimated costs of the maintenance of all of the improvements to
ultimately be maintained upon the completion and acceptance of thereof:
a. The proportionate special benefit derived by each individual parcel assessed has been
determined in relationship to the entirety of the . cost of the operations and
maintenance expenses.
b. The assessments do not exceed the reasonable cost of the proportional special benefit
conferred on each parcel.
c. Only the special benefits have been assessed..
The maximum assessments for the Annexations, Creations, and Adjustments contained in
the Final Engineer's Report are hereby confirmed. Subsequent annual assessments in amounts
not to exceed the maximum annual assessment of the estimated costs of the maintenance of all of
the improvements to ultimately be maintained upon the completion and acceptance of thereof as
set forth in the Final Engineer's Report may be subsequently confirmed and levied without
further assessment ballot proceedings pursuant to the Assessment Law. Each fiscal year after the
base year (Fiscal Year 2009/10), the maximum assessment shall be increased by 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 if such index
is discontinued) without further compliance with the assessment ballot procedures required under
the Act.
SECTION 10. Ordering of Maintenance. The public interest and convenience requires,
and this legislative body does hereby order, the maintenance work to be made and performed as
said maintenance work is set forth in the Final Assessment Engineer's Report.
SECTION 11. Filing with Secretary. The above -referenced diagram and assessment shall
be filed in the office of the City Clerk. Said diagram and assessment, and the certified copy
thereof, shall be open for public inspection.
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SECTION 12. This Resolution shall take effect immediately.
SECTION 13. The City Clerk shall certify to -the passage and adoption of this
Resolution; cause the same to be entered in the book of resolutions of the City, and make a
minute of the passage and adoption thereof in the records of the proceedings of the City Council
of the City in the minutes of the meeting at which the same is presented.
PASSED, APPROVED AND ADOPTED this 22nd day of September, 2009.
ATTEST:
CITY CLERK
0
MAYOR
0
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 22nd day of September, 2009, by the following vote:
AYES: COUNCILMEMBERS:
NOES: COUNCILMEMBERS:
ABSENT: COUNCILMEMBERS:
CITY CLERK
STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) ss.
CITY OF SANTA CLARITA )
CERTIFICATION OF
CITY COUNCIL RESOLUTION
I, Sharon L. Dawson, City Clerk of the City of Santa Clarita, do hereby certify that this is a true
and correct copy of the original Resolution No. 09-, adopted by the City Council of the City
of Santa Clarita, California on September 22, 2009, which is now on file in my office.
Witness my hand and seal of the City of Santa Clarita, California, this day of ,
2009.
Sharon L. Dawson, CMC
City Clerk
Deputy City Clerk
0
M
City of Santa Clarita
Annexation Into, Creation of New Zones and Rate Adjustments to
Landscape Maintenance District No. 1
ASSESSMENT BALLOT TABULATION RESULTS
Total of
Ballots Received
Total
"Yes" Ballots
Total
"No" Ballots
Asmt Amt: $ 1.53 6,9 1
Asmt Amt: $ 1 I S_ `�� ILII
Asmt Amt: $ 13-78
47 (D9
Asmt Amt
Asmt Amt
Percent Yes: 75 %
Percent No: aS %
Ballots tabulated by:
Carol J. Hill.
RAsanta clarita\annexations - LMD\LMD Group Annex3 - 2009\13allot Tabulation\ballot results form by asmt wo No of Ballots.doc �]
Final
Engineer's Report
for
Annexations into, Detachments from, Creation of
New Zones in, and Assessment Rate Adjustments
for the City of Santa Clarita
Landscape Maintenance District Nos. 1, T1 and A2
(Various Zones)
Prepared for the
City of Santa Clarita
Los Angeles County, California
September 22, 2009
City of Santa Clarita — Annexations into, Detachments from, Creation of New Zones in, and September 22, 2009
Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, T1 and A2 (Various Zones)
Final Engineer's Report Page i
TABLE OF CONTENTS
Certificates
Report............................................................................................................................
2
Part A - Plans and Specifications ........................................................
................... 3
Part B - Estimate of Cost .........................................................................................
4
Part C - Method of Apportionment of Assessment .................................................8
Part D - Assessment Roll .......................................................................................
19
Part E - Assessment Diagram ................................................................................
20
Exhibit A — List of Parcels Being Detached from Various Landscape Maintenance
Districts
R:Isanta dantMannexations - LMD\LMD Group Annex3 - 2009\reports\LMD annex 3 FINAL Engineer's Rpt 28aug09.doc Harris &Associates
City of Santa Clarita — Annexations into, Detachments from, Creation of New Zones in, and September 22, 2009
Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, T1 and A2 (Various Zones)
Final Engineer's Report Page 1
CITY OF SANTA CLARITA
ANNEXATIONS INTO, DETACHMENTS FROM, CREATION OF NEW ZONES IN, AND
ASSESSMENT RATE ADJUSTMENTS FOR
LANDSCAPE MAINTENANCE DISTRICT NOS. 1, T1 AND A2
(VARIOUS ZONES)
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: August 28, 2009
BY. Joan E. ox
R.C.E. No. 41965
I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and
Assessment Diagram thereto attached, was filed with me on the 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 , 2009.
Sharon L. Dawson, City Clerk
City of Santa Clarita
Los Angeles County, California
By .
R:\santa claritalannexations - LMMLMD Group Annex3 - 2009\reports\LMD annex 3 FINAL Engineers Rpt 28aug09 .doc = I Harris & Associates
G
City of Santa Clarita - Annexations into, Detachments from, Creation of New Zones in, and September 22, 2009
Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, T1 and A2 (Various Zones)
Final Engineer's Report Page 2
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 (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:
ANNEXATIONS INTO, DETACHMENTS FROM, CREATION OF NEW ZONES, AND
ASSESSMENT RATE ADJUSTMENTS
LANDSCAPE MAINTENANCE DISTRICT NOS. 1, T1 AND A2
(VARIOUS ZONES)
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\annexations - LMD\LMD Group Annex3 - 2009\reports\LMD annex 3 FINAL Engineer's Rpt 28aug09 .doc I Harris & Associates
City of Santa Clarita — Annexations into, Detachments from, Creation of New Zones in, and September 22, 2009
Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, T1 and A2 (Various Zones)
Final Engineer's Report Page 3
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, and 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.
Rasanta clarita\annexations - LMD\LMD Group Annex3 - 2009\reports\LMD annex 3 FINAL Engineer's Rpt 28aug09 .doc I Harris & Associates
City of Santa Clarita - Annexations into, Detachments from, Creation of New Zones in, and Septembir 22;,2009 _ _-
Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, T1 and A2 (Various Zones)
Final Engineer's Report _ Page 4- -
PART B
ESTIMATE OF COST - --- -=
The estimated maximum 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.
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.
Although the maximum assessments are being set for FY 2009-10, the assessment zone creations,
reconfigurations, annexations and detachments will not go into affect until FY 2010-11.
District No. 1, Zone 2008-1 (Major Thoroughfare Medians)
_
Major Thoroughfare Median Maintenance (Citywide)
$4,203,576
Capital Expenses
$454,000
Landscaped parkways, side panels and other landscape and ornamental
improvements previously funded by T1 Areawide (now funded through
$745,347
T 1 A Ad Valorem revenues)
Less Ad Valorem T1A Revenues
($745,347)
Administration Costs
$12,000
$4,669,576
Operating Reserve
$1,102,106
Replacement Reserve
$626,358
Interest Revenues (positive)
($35,247)
Prior Year (surplus) or deficit
($1,306,050)
$5,056,743
- Total Revenue Required:
$5,056,743
.Current Zone 2008-1 FY 2009-10 Assessment Levy.
$2,591,379
Less City Contribution - allowance for parcels and improvements not yet included:
($1,082,963)
Total to Annexation:
$1,382,401
R:\santa clarita\annexations - LMD\LMD Group Annex3 - 2009\reports\LMD annex 3 FINAL Engineer's Rpt 28aug09 .doc Harris & Associates
City of Santa Clarita - Annexations into, Detachments from, Creation of New Zones in, and September 22, 2009
Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, T1 and A2 (Various Zones)
Final Engineer's Report Page 5
FY 2009-10
Maximum
Budget
District No. 1, Zone 4 (Via Princessa / Sierra Hwy)
Administration $9,900
Operation $74,727
Capital $5,600
$90,227
Operating Reserve $35,998
Replacement. Reserve $217,230
Prior Year (surplus) or deficit ($244,355)
Total to Assessment $99,100
Operating Reserve $66,843
Replacement Reserve $163,031
Prior Year (surplus) or deficit ($192,344)
Total to Assessment $140,000
FY 2009-10
Maximum
Budget
District No. 1, Zone 8 (Friendly Valley Pkwy and Sierra Hwy)
Administration $920
Operation $9,100
Capital $0
$10,020
Operating Reserve $6,823
Replacement Reserve $733
Prior Year (surplus) or deficit ($10,219)
Total to Assessment $7,357
R:\santa clarita\annexations - LMD\LMD Group Annex3 - 2009\reports\LMD annex 3 FINAL Engineer's Rpt 28aug09 .doc Harris & Associates
FY 2009-10
Maximum
Budget
District No. 1, Zone 6 (Whites Canyon and Canyon Crest)
Administration
$7,750
Operation
$74,720
Captial
$20,000
$102,470
Operating Reserve $66,843
Replacement Reserve $163,031
Prior Year (surplus) or deficit ($192,344)
Total to Assessment $140,000
FY 2009-10
Maximum
Budget
District No. 1, Zone 8 (Friendly Valley Pkwy and Sierra Hwy)
Administration $920
Operation $9,100
Capital $0
$10,020
Operating Reserve $6,823
Replacement Reserve $733
Prior Year (surplus) or deficit ($10,219)
Total to Assessment $7,357
R:\santa clarita\annexations - LMD\LMD Group Annex3 - 2009\reports\LMD annex 3 FINAL Engineer's Rpt 28aug09 .doc Harris & Associates
City of Santa Clarita - Annexations into, Detachments from, Creation of New Zones in, and September 22, 2009
Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, T1 and A2 (Various Zones)
Final Engineer's Report Page 6
FY 2009-10
Maximum
Budget
District No. 1, Zone T7 (Valencia Central & North Valley)
Administration $22,720
Operation $289,947
Capital $81,667
$394,334
Operating Reserve $206,000
Replacement Reserve $335,155
Prior Year (surplus) or deficit ($485,489)
Total to Assessment $450,000
Operating Reserve $8,000
Replacement Reserve $2,000
Prior Year (surplus) or deficit $0
Total to Assessment $44,400
R:\santa clarita\annexations - LMD\LMD Group Annex3 - 2009\reports\LMD annex 3 FINAL Engineer's Rpt 28aug09 .doc I Harris & Associates
FY 2009-10
Maximum
Budget -
--- District No. 1, Zone 21 (Golden Valley Ranch - Residential)
Administration
$65,000
Operation
$435,583
Capital
$10,000
$510,583
Operating Reserve
$215,000
Replacement Reserve
$215,000
Prior Year (surplus) or deficit
($114,823)
Total to Assessment
$825,760 -
FY 2009-10
Maximum
Budget
District No. 1, Zone 22 (HMNM Hospital)
Administration
$4,400
Operation
$30,000
Capital
$0
$34,400
Operating Reserve $8,000
Replacement Reserve $2,000
Prior Year (surplus) or deficit $0
Total to Assessment $44,400
R:\santa clarita\annexations - LMD\LMD Group Annex3 - 2009\reports\LMD annex 3 FINAL Engineer's Rpt 28aug09 .doc I Harris & Associates
City of Santa Clarita - Annexations into, Detachments from, Creation of New Zones in, and September 22, 2009
Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, T1 and A2 (Various Zones)
Final Engineer's Report Page 7
FY 2009-10
Maximum
Budget
District No. 1, Zone 23 (Golden Valley Rd - Montecito)
Administration $380
Operation $3,800
Capital $0
$4,180
Operating Reserve $500
Replacement Reserve $0 .
Prior Year (surplus) or deficit $0
Total to Assessment $4,680
Operating Reserve $600
Replacement Reserve $500
Prior Year.(sutplus) or deficit ($500)
Total to Assessment $6,900
RAsanta clarita\annexations - LMD\LMD Group Annex3 - 2009\reports\LMD annex 3 FINAL Engineer's Rpt 28aug09 Am = I Harris & Associates
FY 2009-10
Maximum
Budget
District No. 1, Zone 24 ( Golden Valley Rd - Canyon Gate)
Administration
$5,000
Operation
$52,000
Capital
$8,000
$65,000
Operating Reserve
$25,000
Replacement Reserve
$10,000
Prior Year (surplus) or deficit
($10,000)
Total to Assessment
$90,000
FY 2009-10
Maximum
Budget
District No. 1, Zone 25 ( Sierra Hwy - Valle Di Oro)
Administration
$300
Operation
$5,000
Capital
$1,000
$6,300
Operating Reserve $600
Replacement Reserve $500
Prior Year.(sutplus) or deficit ($500)
Total to Assessment $6,900
RAsanta clarita\annexations - LMD\LMD Group Annex3 - 2009\reports\LMD annex 3 FINAL Engineer's Rpt 28aug09 Am = I Harris & Associates
City of Santa Clarita — Annexations into, Detachments from, Creation of New Zones in, and September 22, 2009
Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, T1 and A2 (Various Zones)
Final Engineer's Report Page 8
PART C
METHOD OF APPORTIONMENT OF ASSESSMENT
-Parti 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 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
within each Zone of Benefit.
RAsanta clarita\annexations - LMD\LMD Group Annex3 - 2009\reports\LMD annex 3 FINAL Engineer's Rpt 28aug09 .doc Harris & Associates
City of Santa Clarita — Annexations into, Detachments from, Creation of New Zones in, and September 22, 2009
Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, T1 and A2 (Various Zones)
Final Engineer's Report Page 9
In Parkways and Land Values, written by John Nolan and Henry V. Hubbard in 1937, it is stated:
"... there is no lack of opinion, based on general principals and experience and common
sense, that parkways do in fact add value to.property, even though the amount cannot be
determined exactly...: Indeed, in most cases where public money has been spent for
parkways the assumption has been definitely made that the proposed parkway will show a
provable financial profit to the City. It has been believed that the establishment of parkways
causes a rise in real estate values throughout the City, or in parts of the City,..."
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. These major thoroughfares are the entryways into the City and as such
provide beautification to the entire City; therefore, all parcels within the City receive a special benefit
from the landscaped medians in the major thoroughfares. Landscaping in the medians along the
major thoroughfares provides only incidental benefits to the public at large and 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.
'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.
R:\santa claritMannexations - LMD\LMD Group Annex3 - 2009\reports\LMD annex 3 FINAL Engineer's Rpt 28aug09 .doc Harris & Associates
City of Santa Clarita - Annexations into, Detachments from, Creation of New Zones in, and September 22, 2009
Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, T1 and A2 (Various Zones)
Final Engineer's Report Page 10
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 the public at large and 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.
SPECIAL BENEFIT APPORTIONMENT
Equivalent Dwelling Units
In order to allocate benefit fairly between the parcels, an Equivalent Dwelling Unit (EDU)
methodology is proposed which equates different types of land uses to a single-family residential
parcel, thereby allowing a uniform method of assessment.
The EDU method uses the single-family home as the basic unit of apportionment. A single family
home equals one Equivalent Dwelling Unit (EDU). Everyother land use is converted to EDU's as
described below. All properties in the District will be assigned dwelling units and land use
classifications per the County Assessor's roll. (Inaccuracies in the County data will be reviewed on a
case by case basis as they are brought to the City's attention.)
A methodology has been developed to calculate the EDU's for other residential land uses and for
non-residential parcels. Every land use is converted to EDU's: parcels
containing apartments are
converted to EDU's based on the number of dwelling units on each parcel of land; non-residential
parcels are converted based on the lot size of each parcel of land.
This methodology is summarized in the table below:
Assessed EDU
Equivalent Dwelling
_
Land Use Unit x Factor
Unit Rate (EDU)
Residential
Single family home 1 dwelling x 1 =
1.00 EDU / dwelling
Single family vacant (subdivided) 1 parcel x 0.25 =
0.25 EDU / parcel
_ Condominium . - .... 1 dwelling x 0.75 =
0.75 EDU / dwelling
Multi -Family Res. 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 6.00 =
6.00 EDU / acre
includes: commercial, industrial,
church, and institutional uses
Other 1 acre x 1.5 =
1.50 EDU /acre
includes: vacant, parks, golf courses,
public schools (K-12) and cemeteries
Exempt 0 =
0.00 EDU / acre
RAsanta clarita\annexations - LMD\LMD Group Annex3 - 2009\reports\LMD annex 3 FINAL Engineer's Rpt 28aug09 .doc I Harris & Associates
City of Santa Clarita - Annexations into, Detachments from, Creation of New Zones in, and September 22, 2009
Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, T1 and A2 (Various Zones)
Final Engineer's Report Page 11
Residential
Single Family Residences (SFR). A single family home equals 1 EDU.
Multi -family Residences (Apartments and Condominiums) and Mobile Homes. Multi-
family residential parcels and mobile home park equivalencies are determined by multiplying the
number of dwelling units on each parcel by 0.75 and 0.5, respectively, due to the relative
population density of these types of dwelling units and reduced unit size compared to the typical
density and size of a SFR. Studies have consistently shown that the average apartment unit
impacts infrastructure approximately 75% as much as a single=family residence, and the average
mobile home unit impacts infrastructure approximately 50%. (Sources: Institute of
Transportation Engineers Informational Report Trip Generation, Fifth Edition, 1991; Metcalf and
Eddy, Wastewater Engineering Treatment, Disposal, Reuse, Third Edition, 1991). Trip
generation and wastewater usage are a function of population density. Based on this, it is
concluded that other infrastructure will be similarly impacted at a reduced level. The smaller
average unit size of multiple -residential and mobile homes result in a lesser enhancement per unit
to property values.
The EDU's assigned to a multi -residential or a mobile home parcel are calculated based on the
number of dwelling units and the appropriate EDU factor. For example, the EDU factor -for
multi -residential (0.75) is multiplied by the number of dwelling units on the parcel to determine
the total EDU's for the multiple residential parcel. Similarly, the total EDU's for a mobile home
parcel are calculated by multiplying the EDU factor (0.5) by the number of mobile home units on
the parcel.
Developed Non -Residential
Developed non-residential properties are defined as improved commercial, industrial and
institutional properties (such as churches and schools). In converting these properties to EDU's,
the size of the parcels are compared,to the median size of a single-family residential lot, which is
0.17 acres. This equals approximately 6 SFR lots per acre of land. Therefore, developed non-
residential parcels are assigned EDU's at a rate of 6 EDU's per acre.
The area of non-residential condominium parcels is calculated based on the individual area of the
condo plus an equal share of the common area associated with the condominium project.
Other
Vacant property consists of parcels with few or no improved structures. These properties have
virtually no impacts on'infrastructure to make a comparison to developed property; however,
based on the Los Angeles County Assessor's data, the average land value of a SFR property is
between 45% and 50% of the total value. Splitting the difference between value and impacts,
vacant properties are assigned EDU's at the rate of 25 percent of improved property. -
A vacant parcel, designated exclusively for a single-family residential unit by a recorded Tract
Map or Parcel Map, will be assigned 0.25 EDUs per lot.
Other vacant parcels,. including those properties designated for agricultural, park, golf course and
cemetery uses, are assessed based upon the acreage of the parcel. All of these parcels will be
assigned EDU's at the rate of 25% of the developed non-residential properties, or 1.5 EDU's per
acre.
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City of Santa Clarita — Annexations into, Detachments from, Creation of New Zones in, and September 22, 2009
Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, T1 and A2 (Various Zones)
Final Engineer's Report Page 12
In addition, parks are considered as vacant, as are public schools (K-12) and golf courses (both of
which are considered as parks in the City's planning documents) and cemeteries, which are
largely park -like. Because of the large open -space aspects of these properties, they are considered
to be more like vacant land and therefore are not considered to benefit as much as more fully
developed properties from the additional aesthetic enhancements provided by the improvements
being maintained.
Exempt
Exempted from the assessment are the areas of streets, avenues, lanes, roads, drives, courts,
alleys, and public easements, rights -of -ways, and parkways. Also exempted from assessment
are utility rights-of-way used exclusively for utility transmission, common areas (such as in
condominium complexes), land dedicated as open space, landlocked parcels and small
parcels vacated by the City as these parcels have little or no value and therefore do not
benefit from the improvements.
BENEFIT ZONES
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). The City provides a
contribution for those parcels that have not been included in Zone 2008-1, so no parcel pays more
than its proportional share of the benefit it receives from these improvements.
The maximum assessment rate for Major Thoroughfare Medians for FY 2009-10 is $57.07 per EDU.
The EDU's for the parcels being annexed into Zone 2008-1 are shown below:
Parcels Unit Count EDU's
District No. 1, Zone 2008-1 Annexation
SFR - Detached 14,724 15,110 DU's 15,110.000
Condo 7,454 7,694 DU's 5,770.500
Multi -Family Res. 138 468 DU's 351.000
Non -Residential 31 59.86 Acres 359.160
SFR Vacant 141 35.250
Vacant / School / Park / Golf 159 1,730.10 Acres 2,595.150
22,647 24,221.060
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.
Any parcel that is being annexed into District No. 1, Zone 2008-1, that is in a Zone or Annexation
that currently includes only a District 1 Area -Wide Assessment (see list of Zones/Annexations
below) or a District A2 Annexation (see list of Annexations below) is being detached from those
assessment Zones or Annexations. District A2, Annexation 2 (A2-2) was previously annexed to
R:\santa clarita\annexations - LMD\LMD Group Annex3 - 2009\reports\LMD annex 3 FINAL Engineer's Rpt 28aug09 .doc I Harris &Associates
City of Santa Clarita — Annexations into, Detachments from, Creation of New Zones in, and September 22, 2009
Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, T1 and A2 (Various Zones)
Final Engineer's Report Page 13
Zone 2008-1 and is being detached from A2. Eight parcels within District Tl are also being
detached from that District. A listing of these parcels is provided in the appendix.
District 1— Zone or Annexation Areas
2A
2B
2C
2D
2E
2G
District A2 — Annexation Areas
2 3 1 4 1 5 7
Any parcel that is being annexed into District No. 1, Zone 2008-1, that is in a Zone that currently
includes Area Wide Assessments as well as funding for other amenities will have their assessment
amounts decreased by the portion that is funding the Area -Wide medians, such that no parcel shall
pay for the major thoroughfare medians twice.
District No. 1, Zone 4 (Via Princessa/Sierra Hwy)
- This Zone was previously established and is being expanded to include Zones 2A, 213, 2C, 2D, 2E -
and 2G (which are being dissolved). Also, due to the creation of District 1, Zone 2008-1 (Major
Thoroughfare Medians) this Zone is being annexed into Zone 2008-1, the funds that were previously
ear -marked for maintenance of the major thoroughfare medians are being removed from the local
Zone, and the Zone is being modified to be assessed on an EDU basis consistent with Zone 2008-1.
The improvements include the local street medians, parkways and side panels, street trees,
ornamental structures, and bus stop amenities in rights-of-way and easements within and adjacent to
the Zone.
The land uses and EDU's within this expanded Zone are as follows:
Parcels Unit Count EDU's
District No. 1, Zone 4 (Via Princessa / Sierra Hwy)
Non -Residential 36 85.01 Acres 510.060
Vacant / School / Park / Golf 8 11.60 Acres 17.400
44 527.460
- - District No. 1; Zone 6 (Whites Canyon and Canyon Crest — Tracts 46626, 50536 and 47863)
This Zone was previously established; however, due to the creation of District 1, Zone 2008-1
(Major Thorough Medians) this Zone is being annexed into Zone 2008-1, the funds that were
previously ear -marked for maintenance of the major thoroughfare medians are being removed from
the local Zone, and the Zone is being modified to be assessed on an EDU basis consistent with Zone
2008-1 instead of on a per parcel basis; therefore, the apportionment is being modified to an EDU
basis.
The improvements include the parkways and side panels, street trees, local decorative monuments,
irrigated and non irrigated slopes in rights-of-way and easements within and adjacent to the Zone.
The land uses and EDU's within this Zone are as follows:
R:\santaclarita\annexations-LMD\LMD Group Annex3 - 2009\reports\LMD annex 3 FINAL Engineer's Rpt 28aug09 .doc I Hams & Associates
City of Santa Clarita - Annexations into, Detachments from, Creation of New Zones in, and September 22, 2009
Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, T1 and A2 (Various Zones)
Final Engineer's Report Page 14
Parcels Unit Count EDU's
District No. 1, Zone 6 (Whites Canyon and Canyon Crest)
SFR - Detached 281 281 DU's 281.000
SFR Vacant 4 1.000
285 282.000
District No. 1, Zone 8 (Friendly Valley Parkway and Sierra Highway - Tract 52354)
This Zone was previously established; however, due to the creation of District 1, Zone 2008-1
(Major Thorough Medians) this Zone is being annexed into Zone 2008-1, the funds that were
previously ear -marked for maintenance of the major thoroughfare medians are being removed from
the local Zone, and the Zone is being modified to be assessed on an EDU basis consistent with Zone
2008-1 instead of on a per parcel basis; therefore, the apportionment is being modified to an EDU
basis.
The improvements include the street trees, local parkways and side panels in rights-of-way and
easements within and adjacent to the Zone.
The land uses and EDU's within this Zone are as follows:
Parcels Unit Count EDU's — -
District No. 1, Zone 8 (Friendly Valley Pkwy and Sierra Hwy)
Condo 39 39.00 DU's 29250
Non -Residential 2 1.35 Acres 8.100
Vacant / School / Park / Golf 1 0.08 Acres 0.120
37.470
District No. 1, Zone T7 (Valencia Central & North Valley)
This Zone was previously established as part of District No. T1 and incorporates the area south of
Valencia and east of McBean. Due to the variety of land uses within the Zone, it is more appropriate
to apportion the costs on an EDU basis, as opposed to the previously established per parcel basis;
therefore, the apportionment is being modified to an EDU basis.
This Zone is being dissolved from District No. T 1 and annexed into District No. 1.
The improvements include the parkways and side panels, street trees, ornamental structures, and bus
stop amenities, in rights-of-way and easements within and adjacent to the Zone.
The land uses and EDU's within this Zone are as follows:
RAsanta clarita\annexations - LMD\LMD Group Annex3 - 2009\reports\LMD annex 3 FINAL Engineer's Rpt 28aug09 .doe I Harris & Associates
City of Santa Clarita - Annexations into, Detachments from, Creation of New Zones in, and September 22, 2009
Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, T1 and A2 (Various Zones)
Final Engineer's Report Page 15
Parcels Unit Count EDU's
District No. 1, Zone T7 (Valencia Central & North Valley)
SFR - Detached 1,460 1,460 DU's 1,460.000
Condo 352 352 DU's 264.000
Multi -Family Res. 1 208 DU's 156.000
Non -Residential 2 13.60 Acres 81.600
Vacant / School / Park / Golf 1 6.95 Acres 10.425
1,816 1,972.025
District No. 1, Zone 21 (Golden Valley Ranch - Residential)
This Zone was previously established in 2004 as District 1 Zone 1 — Annexation 1 D; for the
maintenance of local medians and parkways. However, due to an increase in the potential for
maintenance of extensive slopes, side panels and parkways which were not previously envisioned at
the time the Zone was established, the assessment rates need to be modified.
The parcels included in this new Zone.will be detached from District 1 Zone 1 — Annexation 1D.
The maximum assessment rate shall be established at a maintenance level to sustain the landscaping
as originally approved by the City; however the necessary level of maintenance may be lower due to
the planned installation of modified landscaping plans meeting a previously not envisioned change in
water use policy and landscaping design better managing water use. If the maintenance levels are
lower,. then the annual assessment requirement will be lower and the maximum amounts will not be
collected. After modified landscaping plans are installed, should the community request changes to
increase the landscaping, the City Council may choose to levy assessments up to the maximum level
for added levels of improvements and maintenance.
The improvements include the slopes, local street medians, parkway and side panels, street trees,
ornamental structures, and bus stop amenities, in rights-of-way and easement within and adjacent to
the Zone. This Zone is also being annexed into 2008-1 to fund the maintenance of and creation of
future major medians. Zone 21, will.only maintain local improvements not being funded by Zone
2008-1.
The land uses and EDU's for.the anticipated development within this Zone are as follows:
Parcels Unit Count EDU's
District No. 1, Zone 21 ( Golden Valley Ranch - Residential)
SFR - Detached 404 404 DU's 404.000
Condo 95 95.00 DU's 71250
Vacant / School / Park / Golf 2 Acres 16215
501 491.465
RAsanta clarita\annexations - LMMLMD Group Annex3 - 2009\reports\LMD annex 3 FINAL Engineer's Rpt 28aug09 .doc I Harris & Associates
City of Santa Clarita — Annexations into, Detachments from, Creation of New Zones in, and September 22, 2009
Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, T1 and A2 (Various Zones)
Final Engineer's Report Page 16
District No. 1, Zone 22 (Henry Mayo Newhall Memorial Hospital)
This Zone is being established as part of Final Conditions of Approval, approved by the City Council
-on November 19; 2008. A portion of these conditions require the property owner to annex into the
Landscape Maintenance District. This Zone's purpose is to maintain the landscaped buffer area
between the hospital and its residential neighbors, and the parkway fronting the hospital property on
McBean Parkway.
The improvements include landscape maintenance of easements on existing slopes, parkways, street
trees, ornamental structures and bus stop amenities in street rights-of-way within and adjacent to the
Zone.
The projected land uses and EDU's within this development are estimated as follows:
Parcels Unit Count EDU's
District No. 1, Zone 22 (HMNM Hospital)
Non -Residential 2 30.38 Acres 182.280
182280
District No. 1, Zone 23 (Golden Valley Road and Highway 14 - Montecito)
This Zone was previously established as District No. 1, Zone IA; however, due to the creation of
District 1, Zone 2008-1 (Major Thorough Medians) this Zone is being annexed into Zone 2008-1, the
funds that were previously ear -marked for maintenance of the major thoroughfare medians are being
removed from the local Zone, and the Zone is being modified to be assessed on an EDU basis
consistent with Zone 2008-1 instead of on a per parcel basis; therefore, the apportionment is being
modified to an EDU basis.
The improvements include the street'trees in local parkways in rights-of-way and easements within
and adjacent to the Zone.
The land uses and EDU's within this Zone are as follows:
Parcels Unit Count EDU's
District No. 1, Zone 23 (Golden Valley Rd - Montecito)
SFR - Detached 104 104 DU's 104.000
Non -Residential 1 0.04 Acres 0.240
105 -104.240
. District No. 1, Zone 24 (Golden Valley Road and Sierra Highway — Canyon Gate)
This Zone was previously established as District No. 1, Zone 1C; however, due to the creation of
District 1, Zone 2008-1 (Major Thorough Medians) this Zone is being annexed into Zone 2008-1, the
funds that were previously ear -marked for maintenance of the major thoroughfare medians are being
removed from the local Zone, and the Zone is being modified to be assessed on an EDU basis
consistent with Zone 2008-1 instead of on a per parcel basis; therefore, the apportionment is being
modified to an EDU basis.
R:\santa clarita\annexations - LMD\LMD Group Annex3 - 2009\reports\LMD annex 3 FINAL Engineer's Rpt 28aug09 .doc Harris & Associates
City of Santa Clarita — Annexations into, Detachments from, Creation of New Zones in, and September 22, 2009
Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, T1 and A2 (Various Zones)
Final Engineer's Report Page 17
The improvements include parkways, side panels and street trees, and bus stop amenities in rights-of-
way and easements within and adjacent to the Zone.
Assessor's Parcel Number 2842-036-064, at the corner of Sierra Highway and Via Princessa, is
being annexed into Zone 24, as it receives benefits from these local improvements which are adjacent
to it.
The land uses and EDU's within this Zone are as follows:
Parcels Unit Count EDU's
District No. 1, Zone 24 ( Golden Valley Rd and Sierra Highway - Canyon Gate)
SFR - Detached 148 148 DU's
Vacant / School / Park / Golf 1
1.35 Acres
148.000
2.025
149 150.025
District No. 1, Zone 25 (Sierra Highway — Tract 53419 — Valle Di Oro)
This Zone was previously established as District No. 1, Zone 1F; however, due to the creation of
District I. Zone 2008-1 (Major Thorough Medians) this Zone is being annexed into Zone 2008-1, the
funds that were previously ear -marked for maintenance of the major thoroughfare medians are being
removed from the local Zone, and the Zone is being modified to be assessed on an EDU basis
consistent with Zone 2008-1 instead of on the EDU basis previously established that is inconsistent
with the current EDU methodology and does not take all the different land uses within the Zone into
consideration; therefore, the apportionment is being modified to an EDU basis consistent with Zone
2008-1.
The improvements include the parkways, side panels and street trees, and bus stop amenities in
rights-of-way and easements within and adjacent to the Zone.
The land uses and EDU's within this Zone are as follows:
Parcels Unit Count EDU's
District No. 1, Zone 25 ( Sierra Hwy, Tract 53419, Valle Di Oro)
Condo 31 31 DU's 23.250
SFR Vacant 80 20.000
Vacant / School / Park / Golf 2 2.81 Acres 4.215
113
47.465
R:\santa clarita\annexations - LMD\LMD Group Annex3 - 2009\reports\LMD annex 3 FINAL Engineer's Rpt 28aug09 .doc I Harris & Associates
City of Santa Clarita — Annexations into, Detachments from, Creation of New Zones in, and September 22, 2009
Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, T1 and A2 (Various Zones)
Final Engineer's Report Page 18
ASSESSMENT APPORTIONMENT AND RATES
The table below provides the assessment apportionment for the annexation areas and shows the
estimated maximum annual assessment rate per Equivalent Dwelling Unit for FY 2009-10.
Although the maximum assessments are being set for FY 2009-10, the assessment zone creations,
reconfigurations, annexations and detachments will not go into affect until FY 2010-11.
V
b
T)
o-
I .
Adjustments & Annexations
EDU's
FY 09-10
Max. Costs
FY 09-10 Max.
Asmt Rate*
Prev. 08-09
Max Rate
1
Zone 2008-1 Annex No. 1 (Major Medians)
24,221.060
$1,382,295.89
$57.07 / EDU
N/A
1
Zone 4 (Via Princessa / Sierra Hwy)
527.460
$99,100.00
$187.89 / EDU
various
1
Zone 6 (Whites Canyon and Canyon Crest)
282.000
$140,000.00
$496.46 / EDU
$594.78 / Parcel
1
Zone 8 (Friendly Valley Pkwy and Sierra Hwy)
37.470
$7,357.00
$196.35 / EDU
$276.06 / Parcel
1
Zone T7 (Valencia Central & North Valley)
1,972.025
$450,000.00
$228.20 / EDU
$252.29 / Parcel
1
Zone 21 (Golden Valley Ranch - Residential)
491.465
$825,760.00
$1,680.21 / EDU
$276.86 / Parcel ,
1
Zone 22 (HMNM Hospital)
182.280
$44,400.00
$243.59 / EDU
N/A —
1
Zone 23 (Golden Valley Rd - Montecito)
104.240
$4,680.00
$44.90 / EDU
$123.00 / Parcel
1
Zone 24 ( Golden Valley Rd - Canyon Gate)
150.025
$90,000.00
$599.91 / ED U
$712.20 / Parcel
1
Zone 25 ( Sierra. Hwy, Tract 53419,.Valle Di Oro)
47.465
$6,900.00
$145.38 / EDO
$118.65 / EDU
*-The maximum - annual maintenance assessment rates will be increased each
subsequent Fiscal Year by the annual change in the Consumer Price Index (CPI),
during the preceding year, for All Urban Consumers, for the Los Angeles, Riverside
and Orange County areas, published by the United States Department of Labor,
Bureau of Labor Statistics (or a reasonably equivalent index should the stated index
be discontinued).
The 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:\ssanta clarita\annexations - LMD\LMD Group Annex3 - 2009\reports\LMD annex 3 FINAL Engineer's Rpt 28aug09 Am Harris & Associates
City of Santa Clarita — Annexations into, Detachments from, Creation of New Zones in, and September 22, 2009
Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, T1 and A2 (Various Zones)
Final Engineer's Report Page 19
PART D
ASSESSMENT ROLL
The Assessment Roll is a listing of the proposed maximum 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 under separate cover and 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.
R:\.santa clarita\annexations - LMD\LMD Group Annex3 - 2009\reports\LMD annex 3 FINAL Engineer's Rpt 28aug09 .doc I Harris & Associates
City of Santa Clarita — Annexations into, Detachments from, Creation of New Zones in, and September 22, 2009
Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, T1 and A2 (Various Zones)
Final Engineer's Report Page 20
PART E
ASSESSMENT DIAGRAM
Assessment Diagrams for the Maintenance District Annexations are provided on the following pages.
The lines and dimensions of each lot or parcel within the Annexations 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 clarita\annexations - LMD\LMD Group Annex3 - 2009\reports\LMD annex 3 FINAL Engineer's Rpt 28aug09 .doc Harris & Associates
City of Santa Clarita— Annexations into, Detachments from, Creation of New Zones in, and September 22, 2009
Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, T1 and A2 (Various Zones)
Final Engineer's Report Paoe 21
Rasanta clarna%annexations - LMMLMD Group Annexa - 2009ireports\LMD annex 3 FINAL Engineer's Rpt 29aug09.doc Harris & Associates
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Rasanta clarna%annexations - LMMLMD Group Annexa - 2009ireports\LMD annex 3 FINAL Engineer's Rpt 29aug09.doc Harris & Associates
City of Santa Clarita — Annexations into, Detachments from, Creation of New Zones in, and September 22, 2009
Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, T1 and A2 (Various Zones)
Final Engineer's Report Page 22
City of Santa Clarita
Annexations to Landscape Maintenance District No. 1
R:\sante clariwa nexations - LMD\LMD Group Annexa - 2009\repoes\LMD annex 3 FINAL Engineers Rpt 28aug09 .doc Harris & ASSOC1ate5
City of Santa Clarita - Annexations into, Detachments from, Creation of New Zones in, and September 22, 2009
Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, T1 and A2 (Various Zones)
Final Engineer's Report Page 23
City of Santa Clarita
Annexations to Landscape Maintenance District No. 1
14
Zone T7 G
(Valencia Central & North Valley)
nvera
1,
� r-
Legend '
Zone T7
Zone 22 (HMNMH)
Parcel Boundary
Usanta claritaWmexations - LMD\LMD Group Annexa - 2009MeporWLMD annex 3 FINAL Engineers Rpt 28aug09 .doc y I Harris & Associates
City of Santa Clarita - Annexations into, Detachments from, Creation of New Zones in, and September 22, 2009
Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, T1 and A2 (Various Zones)
Final Engineer's Report Page 24
City of Santa Clarita
Annexations to Landscape Maintenance District No. 1
Zone 25
Gd��i1gY Rd
Legend
Zone 8 (Friendly Valley f Sierra Hwy)
Zone 23 (Golden Valley - Montecito)
Zone 24 (Golden Valley - Canyon Gate)
— Zone 25 (Sierra Hwy ! Valle De Oro)
Parcel Boundary
R?santa clariWannexations - LMD\LMD Group Annex3 - 2009\reports\LMD annex 3 FINAL Engineer's Rpt 28aug09 .doc Harris & Associates
City of Santa Clarita - Annexations into, Detachments from, Creation of New Zones in, and September 22, 2009
Assessment Rate Adjustments for Landscape Maintenance District Nos. 1, T1 and A2 (Various Zones)
Final Engineer's Report Page 25
City of Santa Clarita
Annexations to Landscape Maintenance District No. 1
WhIt%
Legend
Zone ( Whites Canyon and Canyon Crest)
Parcel Boundary
Q City Boundary
R:\santa clarita\annexations - LMD\LMD Group Annex3 - 2009\reports\LMD annex 3 FINAL Engineer's Rpt 28aug09.doc Harris & Associates
City of Santa Clarita - Annexations into, Detachments from, Creation of New Zones, and September 22, 2009
Assessment Rate Adjustments for Landscape Maintenance DISTRICT NOS. 1, T1 AND A2 (Various Zones)
Final Engineer's Report Page A-1
EXHIBIT A
List of Parcels Being Detached from
Various Landscape Maintenance Districts
The listing of parcels within the following Districts/Zones/Annexations is on file with the City Clerk:
District 1- Zone or Annexation Areas
lA
1C
1D
1F
2A
2B
2C
2D
2E
2G
District T1- Zone Areas
T7
District A2 - Annexation Areas
2
3
1 4
1 5
7
R:\santa clvita\wmexations - LMD\LMD Group Annexa - 20094eports\LMD annex 3 FINAL Engineers Rpt 28auge9 .doc Harris & Associates