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HomeMy WebLinkAbout2011-05-10 - AGENDA REPORTS - ANNUAL LEVY ASMT OSPD (2)Agenda Item: 10 CITY OF SANTA CLARITA AGENDA REPORT CONSENT CALENDAR City Manager Approval: Item to be presented by: Darren Hernandez DATE: May 10, 2011 SUBJECT: ANNUAL LEVY OF ASSESSMENTS FOR OPEN SPACE PRESERVATION DISTRICT DEPARTMENT: Administrative Services RECOMMENDED ACTION City Council: 1. Adopt resolution initiating proceedings for the levy and collection of assessments within the Open Space Preservation District for Fiscal Year 2011/12. 2. Adopt resolution declaring the City's intention to levy assessments and preliminarily approve an Engineer's Report in connection with the Open Space Preservation District for Fiscal Year 2011/12. BACKGROUND Creation of the Open Space Preservation District (District) was overwhelmingly approved by the property owners of the City of Santa Clarita in July 2007. The primary objective of the District is to facilitate the purchase and preservation of undeveloped land in and around the City of Santa Clarita. Since the formation of the District, 1,325 acres have been acquired using District funds, and all purchases were leveraged with grant funds or land bank mitigation funds. The District has an additional 526 acres in escrow and anticipates partnering in funding acquisitions of another 2,000 acres in 2011 and 2012. Partners include Santa Monica Mountains Conservancy, Riverside Land Conservancy, and Mountains Recreation Conservation Authority. copied: 0 R4eZ�O ( -a� the District is required by the Landscaping and Lighting Act of 1972 and allows the City to continue open space acquisitions for Fiscal Year 2011/12. The attached resolutions direct Willdan Financial Services to prepare an assessment Engineer's Report on the District for the City Council's approval and sets a public hearing on the proposed Fiscal Year 2011/12 assessment rate. If the recommendations are approved, a public hearing on ordering the Fiscal Year 2011/12 levies will be held on May 24, 2011. Under the voted terms, the maximum assessment for the District will increase annually by $1; City Council may levy an amount up to, or less than, the maximum assessment. For Fiscal Year 2010/11, the maximum assessment rate increased to $28, but the actual assessment rate only increase by $0.50 and the remaining $0.50 was deferred, and the actual assessment rate charged was $27.50 per benefit unit (BU); this resulted in a one-time loss of District revenue of $32,181. For Fiscal Year 2011/12, an increase in the actual assessment is recommended in the amount of $1.50 per BU and would establish the actual assessment to be levied for Fiscal Year 2011/12 at $29.00 per BU. ALTERNATIVE ACTIONS Other direction as determined by City Council. FISCAL IMPACT Funds for these reports are appropriated in the Fiscal Year 2010/11 Open Space Preservation District budget. ATTACHMENTS Resolution - Initiating Levy Proceedings for Open Space Preservation District Resolution - Intention to Levy Assessment for Open Space Preservation District Annual Engineer's Report Open Space Preservation District available in the City Clerk's Reading File RESOLUTION II- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA CLARITA, CALIFORNIA, INITIATING PROCEEDINGS FOR THE LEVY AND COLLECTION OF ASSESSMENTS FOR ALL ZONES WITHIN THE OPEN SPACE PRESERVATION DISTRICT FOR FISCAL YEAR 2011/12 WHEREAS, the City Council of Santa Clarita, California, pursuant to the provisions of the Landscaping and Lighting Act of 1972, being Division 15 of the Streets and Highways Code of the State of California (Act), desires to initiate proceedings for the Open Space Preservation District (District) and for the levy and collection of assessments within the proposed District for Fiscal Year 2011/12, for the purposes provided therefore in the Act; and WHEREAS, the City Council has retained Willdan Financial Services, for the purpose of assisting with the Annual Levy of the District, and to prepare and file a report with the City Clerk in accordance with the Act. NOW, THEREFORE, the City Council of the City of Santa Clarita does hereby resolve as follows: SECTION 1. Annual Levy Report: The City Council hereby directs Willdan Financial Services, acting as Assessment Engineer, to prepare and file with the City Clerk the Assessment Engineer's Annual Levy Report concerning the installation, construction, or maintenance of any authorized improvements under the Act, and the levy and collection of assessments for the District as required by the provisions of the Assessment Law. SECTION 2. District Improvements: 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 3. The City Clerk shall certify to the adoption of this Resolution. -- 3- PASSED, APPROVED, AND ADOPTED this day of , 2011. MAYOR ATTEST: ACTING CITY CLERK DATE: STATE OF CALIFORNIA ) COUNTY OF LOS ANGELES ) ss. CITY OF SANTA CLARITA ) I, Kevin Tonoian, Acting City Clerk of the City of Santa Clarita, do hereby certify that the foregoing Resolution was duly adopted by the City Council of the City of Santa Clarita at a regular meeting thereof, held on the day of 2011, by the following vote: AYES: COUNCILMEMBERS: NOES: COUNCILMEMBERS: ABSENT: COUNCILMEMBERS: ACTING CITY CLERK 2 — Y-- STATE OF CALIFORNIA ) COUNTY OF LOS ANGELES ) ss. CITY OF SANTA CLARITA ) CERTIFICATION OF CITY COUNCIL RESOLUTION I, , Acting City Clerk of the City of Santa Clarita, do hereby certify that this is a true and correct copy of the original Resolution 11- , adopted by the City Council of the City of Santa Clarita, California on , 2011, which is now on file in my office. Witness my hand and seal of the City of Santa Clarita, California, this _ day of 2011. Acting City Clerk By Deputy City Clerk 3 5 _ RESOLUTION 1I - A RESOLUTION OF THE CITY COUNCIL OF THE . CITY OF SANTA CLARITA, CALIFORNIA, DECLARING THE CITY'S INTENTION TO LEVY ASSESSMENTS, PRELIMINARILY APPROVING AN ENGINEER'S REPORT IN CONNECTION WITH THE OPEN SPACE PRESERVATION DISTRICT FOR FISCAL YEAR 2011/12 WHEREAS, under the provisions of the Landscaping and Lighting Act of 1972, being Division 15 of the Streets and Highways Code of the State of California (Act), the Open Space Preservation District (District) was approved by the property owners in 2007; and WHEREAS, the City Council of the City of Santa Clarita (City) is desirous to take proceedings for the annual levy of assessments for Fiscal Year 2011/12 to provide for the costs and expenses necessary to pay for the maintenance and servicing of the improvements in said District; and WHEREAS, the assessment rates are adequate to maintain and service the facilities; and WHEREAS; in order to maintain and service the facilities at a standard acceptable to the City, the assessments within the District will need to be levied for Fiscal Year 2011/12; and WHEREAS, Proposition 218, the Right to Vote on Taxes Act, does hereby require if the assessment rate is to be increased, a notice of the proposed assessment, along with a ballot, shall be mailed to all owners of identified parcels within the Districts, and the agency shall conduct a public hearing not less than 45 days after the mailing of said notice; and WHEREAS, the assessments for Fiscal Year 2011/12 are not proposed to be increased above the approved annual escalator; and WHEREAS, the approved annual escalator is $1 per Benefit Unit; and WHEREAS, notices and Assessment Ballots are not required if assessments are not increased other than for the amount of the approved annual escalator; and WHEREAS, Willdan Financial Services has prepared a preliminary Engineer's Report (Report) generally containing the following: a. Plans and specifications describing the general nature, location, and extent of the improvements to be maintained. b. An estimate of the cost of the maintenance and/or servicing of the improvements for the District for the referenced fiscal year. —6— An assessment of the estimated costs of the maintenance and/or servicing, assessing the net amount upon all assessable lots and/or parcels within the District in proportion to the benefits received. That upon completion of the preparation of said Report, the original shall be filed with the City Clerk, who shall then submit the same to this legislative body for its immediate review and consideration. WHEREAS, this City Council has examined and considered the Report, diagram, and assessments, and the proceedings prior thereto. 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. Declaration of Intention: That the public interest and convenience requires, and it is the intention of this legislative body, to levy and collect assessments to pay the annual costs and expenses for the installation, replacement, maintenance, and/or servicing of the improvements for the above -referenced District. No new improvements or any substantial changes in existing improvements are proposed as a part of these proceedings. SECTION 3. Fiscal Year: That the assessments as above authorized and levied for these proceedings will provide revenue and relate to the Fiscal Year commencing July 1, 2011, and ending June 30, 2012. SECTION 4. Preliminarily Approves Report: The City Council hereby finds each and every part of the Engineer's Report is sufficient, and the City Council hereby preliminarily approves, passes on, and adopts the Engineer's Report as submitted to the City Council and filed with the City Clerk. The preliminary report shall stand as the Engineer's Report for the purposes of all subsequent proceedings pursuant to this Resolution of Intention. SECTION 5. District Improvements: 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 6. Public Hearing: The City Council hereby appoints May 24, 2011, at 6:00 p.m., in the City of Santa Clarita, California as the time, place, and date of the Public Hearing on the Report. At the hearing, the City Council shall hear and consider all discussion regarding the proposed assessment as described in the Report. SECTION 7. Adoption of Resolution: The City Clerk shall certify to the adoption of this Resolution. 2 —/? PASSED, APPROVED, AND ADOPTED this day of , 2011. MAYOR ATTEST: ACTING CITY CLERK DATE: STATE OF CALIFORNIA ) COUNTY OF LOS ANGELES ) ss. CITY OF SANTA CLARITA ) I, Kevin Tonoian, Acting City Clerk of the City of Santa Clarita, do hereby certify that the foregoing Resolution was duly adopted by the City Council of the City of Santa Clarita at a regular meeting thereof, held on the day of , 2011, by the following vote: AYES: COUNCILMEMBERS: NOES: COUNCILMEMBERS: ABSENT: COUNCILMEMBERS: ACTING CITY CLERK STATE OF CALIFORNIA ) COUNTY OF LOS ANGELES ) ss. CITY OF SANTA CLARITA ) CERTIFICATION OF CITY COUNCIL RESOLUTION I, , Acting City Clerk of the City of Santa Clarita, do hereby certify that this is a true and correct copy of the original Resolution 11- , adopted by the City Council of the City of Santa Clarita, California on 2011, which is now on file in my office. Witness my hand and seal of the City of Santa Clarita, California, this _ day of 2011. Acting City Clerk By Deputy City Clerk 4 —17— City of Santa c! a rita Engineer's Annual Levy Report Open Space Preservation District FISCAL YEAR 2011/2012 Intent Meeting: May 10, 2011 Public Hearing: May 24, 2011 ,�-/'WILLDAN . Financial Services CITY OF SANTA CLARITA OPEN SPACE PRESERVATION DISTRICT ENGINEER'S REPORT CERTIFICATE This Report describes the District including the improvements, budgets, parcels and assessments to be levied for fiscal year 2011/2012, as they existed at the time of the passage of the Resolution of Intention. Reference is hereby made to the Los Angeles County Assessor's maps for a detailed description of the lines and dimensions of parcels within the District. The undersigned respectfully submits the enclosed Report as directed by the City Council. Dated this day of 2011. By: Stacee Reynolds Project Manager, District Administration Services Willdan Financial Services Assessment Engineer Bv: Richard Kopecky R. C. E. # 16742 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 2011. By: Kevin Tonoian, Acting 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 2011. By: Kevin Tonoian, Acting City Clerk City of Santa Clarita Los Angeles County, California INTRODUCTION..........................................................................................1 PART A — PLANS AND SPECIFICATIONS................................................ 2 PART B — ESTIMATE OF COSTS..............................................................3 PART C — METHOD OF APPORTIONMENT OF ASSESSMENT .............. 5 PART D — ASSESSMENT ROLL..............................................................16 PART E — ASSESSMENT DIAGRAM......................."................................17 1) Certificate of Participation (Open Space and Parkland Acquisition Program) 2) Open Space Acquisition Implementation Work Program WILLDAN Financial Services CITY OF SANTA CLARITA OPEN SPACE PRESERVATION DISTRICT The "Report" consists of five (5) parts as follows: ART - PLAIN2 AND SPE-UFiCATICINJS Contains a description of the improvements that are to be maintained or serviced by the District. j TE OF COSIF Identifies the estimated cost of the services or maintenance to be provided by the District, including incidental costs and expenses in connection therewith. Describes the basis on which the costs have been apportioned to each parcel of land within the District, in proportion to the estimated benefits to be received by such lots and parcels. RAR'- ASSESSMENT R 'k -L, Identifies the maximum assessment to be levied on each benefited lot or parcel of land within the District. Contains a Diagram of the District Boundaries showing the exterior boundaries of. the District, the boundaries of any zones within the District and the lines and dimensions of each lot or parcel of land within the District. J Fiscal Year City of Santa Clarita Engineer's Report 2011/2012 Open Space Preservation District Page 1 w WILLDAN Financial Services The Open Space Preservation District expands the City's existing Open Space, Park and Parkland Program. This program preserves, improves, finances, services and maintains facilities as described below. It is the City Council's intent to utilize the additional funding from the Open Space Preservation District to expand the existing Open Space, Park, and Parkland Program to accelerate vacant land acquisition in and around the City in accordance with the guidelines outlined in the Open Space Acquisition Implementation Work Program, which is included herein and is provided in the Appendix. The improvements are the acquisition, preservation, improvement, financing, servicing and maintenance of parks, parkland and open space lands and appurtenant equipment and facilities, including but not limited to, personnel, electrical energy, utilities such as water, materials, contracting services, debt service costs, and other items necessary for the satisfactory provision of these facilities and services. Facilities include but are not limited to: • Open Space Lands • The Santa Clara River Watershed • Trail Systems • Wildlife Corridors • Park and Recreation Facilities and Equipment Maintenance means the furnishing of services and materials for the ordinary and usual maintenance, operation, preservation and servicing, including repair, removal or replacement of all or part of any of the park, parklands and open space lands or appurtenant equipment or facilities; providing for the life, growth, health and beauty of the landscaping, including cultivation, irrigation, trimming, spraying, fertilizing and treating for disease or injury; the removal of trimmings, rubbish, debris and other solid waste; brush clearing; and the cleaning, sandblasting, and painting of walls and other improvements to remove or cover graffiti; Servicing means the furnishing of water for the irrigation and the furnishing of electric current or energy, gas or other illuminating agent for the operation of the park, parklands and open space lands or appurtenant equipment or facilities. The City financed a portion of the facilities through the issuance of bonded indebtedness. The plans and specifications for the improvements, showing the general nature, location and the extent of the facilities, are on file in the City Parks, Recreation and Community Services Department and are by reference herein made a part of this report. Fiscal Year City of Santa Clarita Engineer's Report 2011/2012 Open Space Preservation District Page 2 WILLDAN q V Financial Services °",`sOF COSTS The City's budget for the Open Space, Park, and Parkland Program, shown below, details the estimated costs for Fiscal Year 2011/12 as available at the time of preparation of this report. The 1972 Act provides that the total cost of the construction, acquisition, preservation, improvement, servicing and maintenance, together with incidental expenses, may be financed from the assessment proceeds. The incidental expenses may include engineering fees, legal fees, printing, mailing, postage, publishing, and all other related costs identified with the district proceedings. Open'Space, Park and,Parkia6d Program $6;954189 Expansion of the Program through the Preservation Districts 1,860,12T: Less 60 127 Less General Benefit Contribution (71.5%)_ (6,302,236) Uses: Adminisfrationz.�, $290,774„ Bond Debt Service (2) 747;951°', _ Estimated Land Acquisiti;on.Costs 8,230 511 c : n a , D ,. LCnrl�..n Grmrl R�lonro GV' -1 1921 A WAR`d%�' (1) Detailed estimated costs of components of the Program are available in the Parks Recreation and Community Services Department and are incorporated herein by this reference (2) Under the Preservation District, the total estimated cost of the Improvements to be funded by the Preservation District is greater than the amount that can be conveniently raised from a single annual assessment. The City is authorized to determine such costs of one or more Improvements, including related debt service, to be collected in installments over a period not to exceed thirty (30) fiscal years from its initial funding, as provided in the annual Engineer's Report. On December 12, 2007, the City executed and delivered $15,525,000 Certificates of Participation (Open Space and Parkland Acquisition Program) 2007 Series (the "Certificates") to fund such Improvements and the assessments from the Preservation District were pledged to make debt service payments on the Certificates. The debt service schedule is attached hereto as Appendix 1. Fiscal Year City of Santa Clarita Engineer's Report 2011/2012 Open Space Preservation District Page 3 WILLDAN Financial Services The 1972 Act requires that a special fund be set-up for the revenues and expenditures of the District. Funds raised by assessment shall be used only for the purpose as stated herein. The City may advance funds or incur bonded indebtedness, if needed, to ensure adequate cash flow or timing of the provision of the facilities, and will be reimbursed for any such advances or payment of annual bond debt service upon receipt of assessments. Any surplus or deficit remaining on July 1 must be carried over to the next fiscal year. Fiscal Year City of Santa Clarita Engineer's Report 2011/2012 Open Space Preservation District Page 4 1 = WILLDAN Financial Services NT ��"' f'.. , vi 'e" � u w - .r .PPOR fl +..x4� Vkl r E N � A `-- CsY a S. ...�' ?" aw General Part 2 of Division 15 of the Streets and Highways Code, the Landscaping and Lighting Act of 1972, permits the establishment of Assessment Districts by cities for the purpose of providing certain public improvements which include the construction, maintenance and servicing of park and recreation improvements and the acquisition of land for park, recreation or open space purposes. Section 22573, Landscaping and Lighting Act of 1972 requires that assessments be levied according to benefit rather than according to assessed value. This section states: "The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefits to be received by each such lot or parcel from the improvements." The Act permits the designation of zones of benefit within any individual assessment district if "by reason of variations in the nature, location, and extent of the improvements, the various areas will receive different degrees of benefit from the improvements." (Sec. 22574). Thus, the 1972 Act requires the levy of a true "assessment" rather than a "special tax." In addition, Proposition 218, the "Right to Vote on Taxes Act" which was approved on the November 1996 Statewide ballot and added Article XIIID to the California Constitution, requires that a parcel's assessment may not exceed the reasonable cost of the proportional special benefit conferred on that parcel. XIIID provides that only special benefits are assessable and the City must separate the general benefits from the special benefits. XIIID also requires that publicly owned properties that benefit from the improvements be assessed. Reason for the Assessment The District funds a portion of the City's Open Space, Park, and Parkland Program (the "Program") as previously defined herein in Part A of this Report. This Program covers park and recreation facilities, open space lands, the Santa Clara River watershed, trail systems and wildlife corridors throughout the City of Santa Clarita, and open space preservation around the perimeter of the City. Special Benefit Analysis Parcels within the District are assessed for those improvements that provide a special benefit to the properties. Article XIIID of the California Constitution defines special benefit as: "A particular and distinct benefit over and. above general benefits conferred on real property located in the district or to the public at large. General enhancement of property value does not constitute 'special benefit'." Fiscal Year City of Santa Clarita Engineer's Report 201112012 Open Space Preservation District Page 5 WILLDAN _.w Financial Services Special Benefit Determination 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. The overall quality of life and desirability of an area is enhanced when parks, open space and recreational facilities are in place, improved, operable, safe, clean and maintained. Property desirability in an area also increases when there is an increase in the number of parks, open space and recreation facilities. Studies in a number of communities have indicated that recreation areas and facilities, if well maintained and wisely administered, have caused a marked increase in the property values of parcels in the community. Consequently, such recreation and park facilities have proved to be a potent factor in maintaining a sound economic condition and a high standard of livability in the community. These studies confirm the opinion long held by planning authorities as to the economic value of parks and recreational facilities in a community. "The recreation value is realized as a rise in the value of land and other property in or near the recreation area, and is of both private interest to the landowner and others, holding an economic stake in the area, and of public interest to the taxpayers, who have a stake...." (National Recreation and Park Association, June 1985) "Recreation and park amenities are central components in establishing the quality of life in a community.... [businesses'] main resource is their employees for whom quality of life is an important issue... The availability and attractiveness of local parks and programs influences some companies' relocation decisions.... the presence of a park encourages real estate development around it...." (California Parks & Recreation, Winter 1997) The special benefit of parks and other recreational facilities conferred to residential and non residential properties has been summarized by a number of studies. The United States Department of the Interior, National Park Service, in a publication dated June 1984, concluded that: • "Parks and recreation stimulate business and generate tax revenues." • "Parks and recreation help conserve land, energy, and resources." • "An investment in parks and recreation helps reduce pollution and noise, and makes for a more pleasing community.." • "Public recreation benefits all employers by providing continuing opportunities to maintain a level of fitness throughout one's working life, and through helping individuals cope with the stress of a fast -paced and demanding life." Collaborative Economics, a Silicon Valley think-tank, has found strong connections between the physical design and attractive maintenance of community facilities and the new knowledge - driven, service-oriented economy (Linking the New Economy to Livable Communities, Collaborative Economics 1998). Businesses are increasingly valuing "quality of life" as a way to Fiscal Year City of Santa Clarita Engineer's Report 2011/2012 Open Space Preservation District Page 6 w`` W1LLDAN Financial Services recruit and retain skilled workers (Profiles of Business Leadership on Smart Growth, National Association of Local Government Environmental Professionals, 1999). Non-residential property (either vacant or developed) located within a community that actively promotes the design and maintenance of park and recreation facilities, is conferred a distinct and special benefit because these features attract businesses, ensuring the highest and best use of the property. Area desirability helps to assure that vacant property is actually marketable to willing buyers and helps assure that the property owner can actually capture the full market value for property. Residential property (both vacant and developed) benefits from the "area desirability" because workers are attracted to community, and will purchase homes, which again assures the highest and best use of the property. As described above, when an area is desirable, property is more marketable and owners are better positioned to capture the benefits full market value. The entire community, and parcels within the community, are conferred a special benefit when parks and recreational facilities are included as part of the overall community design standard and are maintained. The Supreme Court of California, in Knox v. City of Orland, acknowledged that parks confer special benefit. In this opinion, the Supreme Court of California stated "in California, there is a lengthy history of legislative and judicial recognition that parks constitute proper subjects for special assessment." Homebuyers over age 55, considering a move, were surveyed about the amenities that "would seriously influence them in selecting a new community" in Boomers on the Horizon: Housing Preferences of the 55+ Market, National Association of Home Builders, 2002. The following results were found: x Walking and,jogging trails 55+ Walking and jogging trails 55+ >$75k per year 65 Outdoor spaces 55+ 51 Outdoor spaces (park) suburbs moving to 55 21 _sub Open Spaces 55+ 46 4 Finally, the ERE Yarmouth and Real Estate Research Corporation has found that "smart communities" (those that actively plan and maintain parks, open space, streetscaping and pedestrian friendly features) will experience the fastest rise in real estate values (Defining New Limits, Emerging Trends in Real Estate, ERE Yarmouth and Real Estate Research Corporation, 1988). Fiscal Year City of Santa Clarita Engineer's Report 2011/2012 Open Space Preservation District Page 7 VVWILLDAN _PFinancial Services In addition, all of the aforementioned above illustrates that parks, open space and recreational facilities contribute to a specific increase in property desirability which confers a particular and distinct special benefit upon the real property located within the district. Area of Benefit Proposition 218 states, "No assessment shall be imposed on any parcel which exceeds the reasonable cost of the proportional special benefit conferred on that parcel. Only special benefits are assessable, and an agency must separate the general benefits from the special benefits conferred on a parcel." Based on the above, the area of benefit for the facilities and services funded by the District are defined below: The National Recreation and Park Association standards are used to define the service area of the City's existing parklands and open space areas. These standards state that a community park, which serves the needs of several neighborhoods, has a service radius of up to 3 miles. Properties within this 3 -mile service radius are considered to receive special benefit from the facility. To define the service area of the District, a 3 -mile radius was drawn around all of the City's existing parklands and open space areas.. This is shown on the Assessment Diagram at the back of this Report. It should be noted that the District service area includes Hasley Canyon Park, which is currently outside the City boundaries but within an area that is anticipated to annex into the City in the very near future. This park has been included to make sure an appropriate service area has been represented for the District. Parcels within the District service area are considered to receive special benefit from the District. The total area served by the Program, as defined above, is 118,314 acres. Of that area, 84,602 acres, or approximately 71.5%, is outside the city boundaries. The benefits conferred on these non -city parcels within the service areas are considered the "general benefits" associated with the District. Therefore, only 28.5% of the District budget is assessed to City properties as the quantification of special benefits received, and 71.5% of the budget will be provided from other sources (e.g.: general fund, Proposition A funds, etc.). General Benefits Section 4 of Article MID requires that the general benefits imparted by the Open Space, Park and Parkland Program be separated from the special benefits and that only the special benefit portion of the costs of the project be assessed against those parcels which are identified as receiving special benefits. As stated above, only 28.5% of the District budget is assessed to properties within the City boundaries as the quantification of special benefits received, and 71.5% of the budget is defined as the "general benefits". Fiscal Year City of Santa Clarita Engineer's Report 2011/2012 Open Space Preservation District Page 8 WILLDAN Financial Services This quantification of general benefit is considered a conservative estimate as much of the area outside the City boundaries is currently sparsely developed when compared with the development intensity within the City. All properties within the City of Santa Clarita are within the service area of the City's existing parklands and open space areas. Therefore, these properties receive special benefit from the existing facilities. The existing facilities are distributed throughout all areas of the City. Due to the uniform distribution of the existing parklands and open space areas in the City, it is considered a reasonable approximation of the ultimate service area of the parklands and open space to be obtained, developed and preserved through the Program. Any future acquisition of undeveloped lands will be within the City of Santa Clarita city limits or within the service area of the City's existing parklands and open space areas. Due to this account and the fact that any undeveloped lands outside the City boundaries will remain essentially in their natural state, these additional areas are not considered to increase the benefit boundaries of the District. Additional general benefits to the public at large are considered incidental and non -quantifiable and are more than adequately funded by the City's additional contribution. Spacial Benefit Methodology The District boundaries are coterminous with the City of Santa Clarita. To establish the special benefit to the individual parcels within the District, a Benefit Unit system is utilized. Each parcel of land is assigned Benefit Units (BU's) in proportion to the estimated special benefit the parcel receives relative to the other parcels within the District from the Program. Benefit Units are established by considering both the dwelling unit equivalency of a property and the benefits provided, as discussed above. Basic Formula: (Equivalent Dwelling Units) x (Benefit Factor) = Benefit Units Equivalent Dwelling Units In order to allocate benefit fairly between the parcels, an Equivalent Dwelling Unit (EDU) methodology is utilized, which equates different types of land uses to a single-family residential parcel, thereby allowing a uniform method of assessment. The EDU method uses the single family home as the basic unit of apportionment. A single family home equals one Equivalent Dwelling Unit (EDU). Every other land use is converted to EDU's as described below. All assessable properties in the District are 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.) The methodology to calculate the EDU's for other residential land uses and for non-residential parcels is as follows: 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. Fiscal Year City of Santa Clarita. Engineer's Report 201112012 Open Space Preservation District Page 9 W3��'�; WILLDAN t � Financial Services Table 1 outlines the EDU formula. Table I: EDU Formula _0` 0,11 , rw*�" Residential— esidential..Single Singlefamily home. 1 dwelling. x 1 _ 1.100 EDU/dwelling Single family vacanf ` " 1 parcel `x 0.25 EDU/parcel Multi -Family (incl. Condo/Apt) 1 dwelling x 0.75 = 0,75 EDU/dwelling Mobile Home Parks 1 space x 0.5 = 0.50 EDU/space Developed Non -Residential Commercial, Industrial, 1 acre x 6 = 6.00 EDU/acre Government, Church " 1.00 EDU/parcel min" Vacant _ 1 acre x 1.5 1.50 EDU/acre 015 EDU/parcel mine 5 acre x 1.5 = 7.50 EDU/parcel max Residential Single Family Residences (SFR). A single family home equals 1 EDU. Multi -family Residences (Apartmerits and Condominiums) and Mobile Home Parks. Multifamily 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 to 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. Fiscal Year City of Santa Clarita Engineer's Report 2011/2012 Open Space Preservation District Page 10 W I L L D A N Financial Services Developed Non -Residential Developed non-residential properties are defined as improved commercial, industrial and institutional properties (such as churches). In converting these properties to EDU's, the size of the parcels are compared to the median size of a single-family residential lot, which is 0.17 acres. This equals approximately 6 SFR lots .per acre of land. Therefore, developed non- residential parcels are assigned EDU's at a rate of 6 EDU's per acre. The minimum EDU assignment for a developed non-residential parcel is 1.0 EDU per parcel, which is the same as a developed SFR. The area of non-residential condominium parcels is calculated based on the individual area of the condo plus an equal share of the common area associated with the condominium project. Vacant Vacant property consists of parcels with few or no improved structures. These properties have virtually no impacts on infrastructure to make a comparison to developed property; however, based on the Los Angeles County Assessor's data, the average land value of a SFR property is between 45% and 50% of the total value. Splitting the difference between value and impacts, vacant property is assigned EDU's at the rate of 25 percent of improved property. A vacant parcel, designated exclusively for a single-family residential unit by a recorded Tract Map or Parcel Map, will be assigned 0.25 EDUs per lot. Other vacant parcels, including those properties designated as agricultural, are assessed based upon the acreage of the parcel. All of these parcels will be assigned EDU's at the rate of 25% of the developed non-residential properties, or 1.5 EDU's per acre. Regarding larger vacant properties, a strict application of the EDU rate per acre will result in an inappropriately large assessment, particularly considering the fact that the vacant parcel provides some of the open space attributes the park system endeavors to provide. As the size of a parcel increases, it begins to provide proportionally larger open space characteristics. In order to recognize this, the EDU rate for vacant, non -SFR property is applied to the first 5 acres only. This provides the City with a mechanism to effectively model the benefits received by vacant, non -SFR property in the more urbanized areas (where vacant lot sizes tend to be smaller because of encroaching development) while also crediting the open space benefits provide by larger, undeveloped parcels. Therefore, vacant, non -SFR parcels will be assessed 1.5 EDU's per acre up to a maximum of 5 acres per parcel. The minimum EDU assignment for a vacant parcel is 0.25 EDU's per parcel, which is 25% of a developed SFR. Exempt Exempted from the assessment are the areas of streets, avenues, lanes, roads, drives, courts, alleys, and public easements, rights -of -ways, and parkways. Also exempted from assessment are utility rights-of-way, common areas (such as in condominium complexes), landlocked parcels and small parcels vacated by the City as these parcels have little or no value and therefore do not benefit from the improvements. Fiscal Year City of Santa Clarita Engineer's Report 2011/2012 Open Space Preservation District Page 11 /WILLDAN Financial Services In addition, parks, greenbelts .and open space are exempt from assessment, as are public schools, golf courses (which are considered as parks in most cities' planning documents) and cemeteries, which are also considered to provide a type of parkland and open space. Government -Owned Property Prop. 218 states, "Parcels within a district that are owned or used by any [public] agency...shall not be exempt from the assessment unless the agency can demonstrate... that [the] parcels in fact receive no special benefit." Government-owned (public) properties must be assessed for the benefits they receive. If no benefit is received (for example, parks and schools as discussed above) then the government owned parcels can be "exempt" from the assessment. Uses such as City Hall and maintenance yards are assessed as developed non-residential property. Benefit Factors Proper preservation of parklands and open space within and surrounding the City benefits properties by providing environmental quality and recreational enhancement. The amount of benefit received will vary with the different land use of the property. There are two categories from which the total benefit of a parcel is derived, and these benefits are weighted equally with respect to each other: 1. Environmental Quality Benefit. The improvement of the quality of air, visual aesthetics and attractiveness of the community as a place to live, work and do business. All properties within the District are considered to receive this benefit. 2. Recreation Enhancement Benefit. The availability of useable and safe parkland and recreational facilities. Only residential properties are considered to receive this benefit as it more directly relates to the enhancement of the quality of life in the residential community. Table 2 outlines the Benefit Factors for the Open space, park and parkland program: Table II: Open Space & Parkland Benefit Factors 1. Environmental, Quality 0:5 0.5. 2. Recreation, Enhancement- 0.5 0 Total Benefit Factor. 1 0 5 Fiscal Year City of Santa Clarita Engineer's Report 2011/2012 Open Space Preservation District Page 12 W! LLDAN Financial Services Benefit Units As discussed above, the basic formula for calculating Benefit Units for each property is as follows: Basic Formula: (Equivalent Dwelling Units) x (Benefit Factor) = Benefit Units Table 3, below, outlines the Benefit Unit calculations for various properties:. Table III: Benefit Unit Calculation Residential Single family home '. dwelling .-.x, 1.0 -x 1-:0', 1.00 BUJ dwelling,',' 'Single`faimly vacant 1�parcel " :x ` 0.25' z 1,.0 0,25 BU /`parcel:, a Multi=Family (Incl Condo) 1 dvvelting .;:x 0.75 , "x 1 0 0=75 BU:L'dwelling Mobile•Horne Parks - 1 space ; " 'x ` 0.5 ' x 1-:0 _ &.5G BU /ispace`- £ Developed Noir-Residential C,ommer_cial,� Industrial, -Gov," Church 1 acre x 6 x 0.�5 = 3.00 BU /-acre =, 1 EDU, min x 0..5 = : 0:50, BU/'parcel min , Vacant 1 acre , .0.75 BUJ acre 0.25 EDU minx 0�5 = 0.125 ,BU/parcel min'f 5 acre x 1.5 x 0:5 = 3.75 `BU/ parcel max: Table 4 on the next page provides a summary of Benefit Units for the City of Santa Clarita. Fiscal Year City of Santa Clarita Engineer's Report 2011/2012 Open Space Preservation District Page 13 (WILLDAN Financial Services Table IV: Assessable Benefit Unit Summary by Land Use Residential " " `' A ty A"'QtA Muni a _ - pf�pp, ��$�i i� $1.,863,058 ='64,142.3021 Single family home "33„001 33;001 33;001.00 <Single;family, vacant _ 1,251. Multi=family residential . 379,&,9.85`:6,738.75 „Coridgminiums �` y "=14;950 , 14;950 11;212.50 Mob ile. Home'Parks: .` 30” 2;578 1289.00;", Developed Non=Residential. Commercial /:fridiastrial 1";904 °,' 3.397.38 . 10,233:30 incl.f Governrr ent"&"Church ` vacant � Vacant°"5 acres�orless3 '-578; 8;17.47 696.25" . ,Vacant, more°than=5.acres " , , . _.197 " "" �.-� 4,323:02 738,75. Assessment Rate Calculation Table 5 provides the assessment rate calculation for FY 2011/12. Table V: Assessment Rate Calculation II 1 A ty A"'QtA Muni a _ - pf�pp, ��$�i i� $1.,863,058 ='64,142.3021 $29.00 _ $2900 $28.00` " The maximum annual assessment rate will be increased each year by $1.00 per Benefit Unit (table below). The actual assessments levied in any fiscal year will be as approved by the City Council and may not exceed the maximum assessment rate without receiving property owner approval for the increase. Sample calculations for various land uses are provided in Table 6 on the next page. Fiscal Year City of Santa Clarita Engineer's Report 2011/2012 Open Space Preservation District Page 14 WILLDAN Financial Services Table Vl: Sample Calculations kAW*a'� B' 1` A3.'t� Residential . Single family home 1 dwelling x 1 x 1 1 $29.00 Single family vacant (subdivided) . 1 parcel. x 0.25 x 1' = 0.25 $7.25 - Condominium 1 dwelling x - 0.75 x 1 _ 0.75 $21.75 Duplex 2 dwellings x, 0.75 x 1 = 1.5 $43.50 4-plex 4 dwellings x 0.75 x 1. = 3 -- $87.00 10 -unit Apartment 10 dwellings x 0.75 x 1 _ = 7.5 $217.50 Mobile Home Parks 10 spaces x 0.5 x 1 = 5 ,. $145.00 Developed Non -Residential Commercial, Industrial, Gov; .'Church 0.25 acre x 6 x 0.5 = 0.75. $21.75 Commercial, Industrial, Gov, Church 0.5 acre x 6 x 0.5 1.5 $43.50 Commercial, Industrial, Gov,' Church 1 acre x 6 x 0.5 _ 3 $87.00 Vacant Vacant 0.5 acre x 1.5 x 0.5 = 0.38 $11.02' s Vacant' 1 acre-:. x 1.5 .. x .. . 0.5: _ ., 0.75 $21.75 Vacant 5 acre x 1.5 x 0.5 = 3.75 $108.75 Vacant- 10 acre _ 3.75 $108.75 Assessment Duration The Open Space Preservation District is proposed to exist for thirty (30) years beginning with 2007/08 and maturing in fiscal year 2036/37. Fiscal Year City of Santa Clarita Engineer's Report 2011/2012 Open Space Preservation District Page 15 ' WILLDAN Financial Services ASSMSPIAENT ROLL The Assessment Roll is a listing of the proposed assessment for Fiscal Year 2011/12 apportioned to each lot or parcel, as shown on the last equalized roll of the Assessor of the County of Los Angeles. The Preliminary Assessment Roll is provided as part of this report 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. Fiscal Year City of Santa Clarita Engineer's Report 2011/2012 Open Space Preservation District Page 16 ll W -T` WI LLDAN Financial Services The Assessment Diagram for the District is provided on the following page. The lines and dimensions of each lot or parcel within the 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. Fiscal Year City of Santa Clarita Engineer's Report 2011/2012 Open Space Preservation District Page 17 WILLDAN Financial Services Certificates of Participation Open Space and Parkland Acquisition Program 2007 Series Debt Service Schedule Fiscal Year City of Santa Clarita Engineer's Report 2011/2012 Open Space Preservation District APPENDIX 1 W`s FWILLDrAN Debt Service Schedule The following table sets forth the scheduled'Lcase Payments relating to the Certificates. TABLE I SCFiEI)UI..E Or PRINCIPAL AND INTEREST COMPONENTS Interest Payment'' Principal Interest Total Date Component Component Total Annual Payincnts 4/1/2008 S 216.077.74 S 216.077.74 10/1/2005 356,825.63 356.825.63 5 572,903.36 4/ 1 /2009 356,825.63 356.525.63 10/1/2009 356,825.63 356,825.63 713,651.25 4/1/2010 356,825.63 356.825.63 10/1/2010 356,825.63 356.525.63 713,651 25 4/1/2011 356,,,25,63 356;825.63 10/1/2011 S 35,000.00 356,825.63 391,825.63 748,651.25 4!"1/2012 356,125.63 356.125.63 10/1/2012 60,000.00 356,125.63 416,125.63 772,251.25 4/1/2013 354,925.63 354.925.63 10/1/2013 90,000.00 354,925.63 444,925.63 799.851.25 41112014 353,125.63 353,125.63 10/1/2014 120.000.00 353.1'_5.63 473.125.63 826,251.25 4/1/2015 350.725.63 350.725.63 10/1/2015 150,000.00 350,725.63 500,725.63 851.451.25 4/1/2016 347,725.63 347,725.63 10/1/2016 185,000.00 347,725.63 532,725.63 880,45125 4/1/2017 344,025.63 344,025.63 10/1/2017 220,000.00 344,025.63 564,025.63 908,051.25 4/1!2015 339,62i.63 339,625.63 10/1/2015 255,000.00 339,625.63 594,625.63 934,251.25 4/1/2019 334.525.63 334,525.63 10/1/2019 290,000.00 334,525.63 624,525.63 959,051.25 4/1/2020 328.725.63 328,725.63 10/1/2020 330,000.00 325,725.63 658,725.63 937,451.25 4/1/2021 321,919.38 321,919.38 10/1/2021 370,000.00 321,919.38 691,919.35 1.013,838.75 4/1/2022 314,149.33 314,149.33 10/1/2022 410,000.00 314,149.35 724,149.38 1,033,298.75 4/1/2023 305.334.35 305,334.38 10/1/2023 455,000.00 305,334.38 760,334.35 1,065,668.75 4/1/2024 295.331.25 295,381.25 10/1/2024 505,000.00 2957381.25 500,35125 1.095,7612.50 4/1/2025 234,018.75 284;018.75 10/1/2025 550,000.00 284,013.75 534,015.75 1,1 18,037.50 4/1/2026 271,643.75 271,643.75 10/1/2026 605,000.00 271,643.75 876,643.75 1,148,287.50 4/1/2027 257,728.75 257.725.75 10/l/2027 655,000.00 257,728.75 912,728.75 1,170,457.50 4/l/2028 242.663.75 242,663.75 10/1/2028 715,000.00 242,663.75 957,663.75 11200,327.50 4/l/20-29 226,215.75 226.218.75 10/1/2029 775,000.00 226.218.75 1,001,218.75 1,227,437.50 4/112030 207,812.50 207,512.50 10/1/2030 535,000.00 207,812.50 1.042,512.50 1,2511,625.00 Fiscal Year City of Santa Clarita Engineer's Report 201,1/2012 Open Space Preservation District APPENDIX 1 W-1*,W1LLDAN Financial Services Interest Payment* Principal Interest Total Date Component — C��nt Total Annual Payments 4/1 /2031 117,981.25 157,981.25 10/1/2031 905.000.00 187,951.25 1,09? 981.25 1.280,962.50 4/1/202) 166,487.50 166.487.50 10/1/2032 975,000.00 166,487.50 1.141.487.50 1.307,975.00 =4/112033 143.331.25 143,331.25 10/1/2033 1.045,000.00 143,331.25 1,158.331.35 1,331,662.50 4/1 /2034 118.512.50 1 18.512.50 10/1/2034 1,125,000.00 115,512.50 1,243,512.50 1,362,025.00 =4/1/2035 91,793.75 91,793.75 10/1/2035 1,205,000.00 91,793.75 1,296;793.75 1,358,587.50 4/1/2036 63,175.00 63,-175.00 10/1/2036 1.285,000.00 63,175.00 1,348,175.00 1,411.350.00 4/1/2037 32,656.25 32,656.25 10/1/2037 1.375,000.00 32,656.25 1,407,656.25 1A40,312.50 515,525,000,00 515,994,534,61 531,519,534.61 S31,519,534.61 *Lease Pa)anents are due Much 15 and September 15 of the respective year. Fiscal Year City of Santa Clarita Engineer's Report 2011/2012 Open Space Preservation District APPENDIX 1 W)IWILLDAN Financial Services Open Space Acquisition Implementation Work Program Fiscal Year City of Santa Clarita Engineer's Report 2011/2012 Open Space Preservation District APPENDIX 2 OPEN SPACE ACQUISITION IMPLEMENTATION WORK PROGRAM FOR THE CITY OF SANTA CLARITA Approved by Financial Accountability and Audit Panel: 6-3-10 Open Space Acquisition Implementation Work Program TABLE OF CONTENTS, EXECUTIVE SUMMARY 3 WORK PROGRAM A. Present Challenges 5 B. Types of Undeveloped Land. to be Acquired 5 C. Acquisition Principles 6 D. Acreage Allocation Ratio 7 E. Description of Land Acquisition Projects .7 F. Acquisition Work Plan 9 o Potential Open Space o Ranking Process o Applications G. Open Space Evaluation Process 14 o Step -by -Step Instructions Appendix A — Open Space Inventory Criteria (OSIC) Checklist & Definitions Appendix B — List of Parcels . > Appendix C — Vacant/Undeveloped Properties Map City of Santa Clarita Page 2 Open Space Acquisition Implementation Work Program G Open Space Preservation District EGtJTNE SUAARY Background Since the City of Santa Clarita's incorporation in 1987, the City has made a significant effort to preserve greenbelts and undeveloped land within and outside the City. This includes implementing the vision of the first and subsequent City Councils to buffer the Santa Clarita Valley with a greenbelt to help maintain the character and quality of life for residents. During the "The Big Picture" Community Strategic Planning process in 2004, several open space goals were reaffirmed. Additionally, in 2007 a number of community members spoke to the Council in support of preserving undeveloped land and asked the Council to, once again, pursue the creation of a mechanism to finance the acquisition and preservation of undeveloped land. In April 2007, the City Council adopted a resolution to initiate the formation of the City of Santa Clarita Open Space Preservation District. Open Space Preservation District Formation Property owners from the City voted to support the new Open Space Preservation District (the "District"), with 69 percent ballots in favor and 31 percent not in favor. The Districtneeded a simple majority of assessment to pass, which was received. On July 17, 2007, the City Council adopted a resolution forming the City of Santa Clarita Open Space Preservation District. The City of Santa Clarita's Open Space Preservation District represents a significant step forward in the City's ongoing efforts to acquire, preserve, and protect open space. District Purpose The Open Space Preservation District will expand upon the City's existing Open Space, Park, and Parkland Program ("Program"). The City already has an extensive Program for the acquisition, preservation, improvement, servicing and maintenance of parks, parkland, and open space lands. The existing program is responsible for the implementation of various functions associated with parks maintenance, park planning, and development. It provides planning and administration for the acquisition and construction of parks, open space, trails, and grounds as well as the operations and maintenance supplies to maintain the parks, facilities, trails, and open space. In addition, this program works with the community on the master plans and designs of various park facilities, and oversees the implementation of these designs by managing the construction process. Many properties outside the City's boundaries benefit from the City's existing Program (it is estimated that 71.5 percent of the benefiting area is outside the City). It is the City Council's intent to use the additional funding from the District to expand the existing Program to accelerate vacant land acquisition in and around the City. The City has City of Santa Clarita Page 3 Open Space Acquisition Implementation Work Program already been doing this to some extent in previous years, but this would allow more funds to be used for this purpose. District Funds The City's existing Parks Program budget was approximately $6.8 million in Fiscal Year 2007-08. The Open Space Preservation District will increase the funds by approximately $1.5 million, and the City Council has committed these $1.5 million funds from the Open Space Preservation District to acquire vacant lands in and around the City, as identified in this Annual Open Space Acquisition Implementation Work Program ("Work Program"). Parcel Payments into the District In 2007, a single-family residence paid $25, which is the designated "Assessment Rate." Condominiums, townhomes, and apartments paid $18.75 for each unit, and mobile home parks paid $12.50 per space. Non-residential developed property, such as commercial, industrial, and institutional land uses, paid $75 per acre, and vacant parcels paid $18.75 per acre up to 5 acres (not to exceed $93.75). The maximum Assessment Rate that can be charged will increase by $1 each year. The actual Assessment Rate in any fiscal year must be approved by the City Council prior to the levy and may not exceed the maximum Assessment Rate without receiving property owner approval for the increase. Assessment District Duration: The assessment will be in place for thirty (30) years through Fiscal Year 2036-37. Engineer's Report and Annual Work Program: An Engineer's Report for the formation of this District was developed. The Engineer's Report is a legally required document, pursuant to Article XIIID of the California Constitution, for assessment districts. This document (Work Program) outlines how the open space acquisition will be accomplished, what the priorities are, etc. This Work Program provides acquisition principles, such as: ■ The acquired land is within the benefit area for the District (within a 3 -mile radius of the City's existing parks and open space lands), and ■ At least 90 percent of the acres purchased will be preserved for natural open space (so that no more than 10 percent of the acres purchased will be.used for future improved active parkland). City, of Santa Clarita Page 4 Open Space Acquisition Implementation Work Program WORK. PROGRAM, A, PRESENT CHALLENGES The City of Santa Clarita incorporated in 1987 and recently celebrated its twenty (20) year anniversary. The City encompasses the communities of Canyon Country, Newhall, Saugus, and Valencia. Surrounding the City are various unincorporated areas and the Angeles National Forest. As of 2007, the City had approximately 240 acres of developed parkland, 33 miles of trails, and over 2,400 acres of City -owned open space. The City's General Plan requires five (5) acres of active parkland per 1,000 in population. Based on this requirement, the City currently faces a deficit of over 600 acres of active parkland and continues to seek.a greenbelt/buffer of preserved open space around the valley and the City. Santa Clarita is a vibrant community. Since incorporation, the City has experienced significant growth in area and population that has impacted the relationship between open space areas and developed land. The City desires to ensure that our open space areas are protected and maintained, it recognizes that growth must be complemented with continued protection of our open spaces and the addition of parks and recreation opportunities if the area's quality of life is to be maintained. The City should build upon its strong history of park stewardship, development, trail construction, and open space preservation. If the City wishes to pass on to future generations of residents a community that retains the attractions that drew them here, the City must continue to protect and enhance its open space and parkland. B.. TYPES OF UNDEVELOPED LAND TO BE ACQUIRED The following category descriptions explain the variety of open space preservation actions that are needed in the City: • Undeveloped Land Preservation — This effort will seek to preserve and protect the undeveloped areas around the valley and further the City's goal to create a greenbelt/buffer around the valley and reduce sprawl. • Santa Clara River Watershed To bring the last unchanneled river in Southern California into public ownership and protect its wild, valuable habitat has long been a City goal. • Trails — Santa Clarita is well known for its miles of scenic and effective bike and multi -use trails which link neighborhoods to parks and open space, yet many more critical linkages remain to be added and completed. City of Santa Clarita Page 5 Open Space Acquisition Implementation Work Program Wildlife Corridors — Protection and enhancement of the core habitat of unique, endemic, and valuable plants and animals is a critical .goal. C.. ACQUISITION PRINCIPLES The following principles are the basis for allocation categories and the criteria within each allocated category. They will also guide the implementation of this Work Program and serve as benchmarks for the Financial Accountability and Audit Panel in reviewing project expenditures. The following principles are intended to maximize the special .benefit derived from this Work Program, maintain the integrity of the Work Program, and to assure fair and equitable distribution of acreage. A land acquisition project does not need to address each of these principles to be acquired, but the consistency with principles will be considered when allocations are determined. 1) To acquire parcels of undeveloped land 2) To provide local matching funds as a way to attract state, federal, and foundation funds 3) To provide new methods for undeveloped land preservation, including the appropriate use of conservation easements, trails, and protection of rivers and creeks 4) To distribute the open space acquisition equitably in and around the City and/or the Area of Benefit . 5) To assure that. new and existing undeveloped lands receive the necessary stewardship 6) To ensure that land that is acquired is within the benefit area as defined by the Open Space Preservation District Engineer's Report 7) To acquire ecologically significant parcels of undeveloped land and engage in regional cooperative efforts 8) To acquire parcels of undeveloped land of regional importance In addition, there are several principles that assure that the Open Space Preservation District funds will be expended in a way that complement good public policy. These will also be used by the Financial Accountability and Audit Panel to gauge the appropriateness of expenditures. 9) To minimize impacts and respect adjacent property owners and the values they place on their property 10) To rely on existing institutions to implement this Work Program, to the extent possible, so that funds are spent efficiently City of Santa Clarita Page 6 Open Space Acquisition Implementation Work Program 11) To endeavor to acquire property and easements from willing sellers 12) To acquire parcels in a fiscally responsible manner D. ACREAGE. ALLOCATION RATIO Funds derived from the Open Space Preservation District that are utilized for this Work Program shall fund the acquisition of acres of undeveloped land in the following ratio: At least 90 percent of the acres purchased will be preserved natural open space, and No more than 10 percent of the acres purchased will be used for future improved active parkland E, DESCRIPTION OF LAND ACQUISITION PROJECTS The City of Santa Clarita's 2002 Open Space Acquisition Plan, the Nature Conservancy's 2006. Santa Clara River Upper Watershed Conservation Plan, Santa Clarita River Watershed Plan, LA County SEA, South Coast Wildlands Missing Linkages, Rim -of -the -Valley studies and other relevant technical documents will be considered to prioritize properties for land acquisition. The City of Santa Clarita's Open Space Acquisition Plan, adopted by the City Council in August 2002, established a set of guidelines and policies for bringing open space in the Santa Clarita Valley into public ownership. The primary objective defined in the Open Space Acquisition Plan is creating a, greenbelt of open space around the City. The purpose of the greenbelt is to ensure the character and natural habitat of the pristine environment surrounding the City. In addition, the Open Space Acquisition Plan also identifies finding open space within the City as a priority, not only as natural land, but as active park space as well. During the community process that helped form the Open Space Acquisition Plan, staff was able to identify what members of the public consider open space to be. Open space was defined as vacant, undeveloped land in its natural state as well as both active and passive park space. It should be noted that in order for park space to be considered open space, the park needed to be of regional size. A small neighborhood "tot lot," for example, would not be considered open space. However, the City's Central Park, Newhall Park, or Canyon Country Park (to name only a few) were considered to be open space. The Open Space Acquisition Plan's primary function as a planning tool is to identify sites that represent the best value for the City for acquisition. This is done by a set of established and approved criteria that can be applied to any potential property. At the same time, the Open Space Acquisition Plan can be used to determine if a potential property does not represent a good value to the City. Under either circumstance, when land is acquired, the City endeavors to respect the land use for which the current terrain, topography, and City of Santa Clarita Page 7 Open Space Acquisition Implementation Work Program environmental characteristics best represents. To establish a regional scope, the Open Space Acquisition Plan identifies five key areas in the Santa Clarita Valley that are consistent with the City Council's direction for potential open space acquisition. These regions are: • Eastern Region: o Approximate Area: From the 14 Freeway east to the Angeles National Forest and from the intersection of the 5/14 Freeways north to Vasquez Rocks. o Goals: To create a continuous strip of open space along the eastern border of the City of Santa Clarita. Connect open space between the City's boundary and the Angeles National Forest whenever possible. o Status: The City has made considerable progress in the eastern region. Currently, open space property is in public ownership near the proposed Transit Mixed Concrete (Cemex) project, Whitney Canyon, and several hundred acres associated with the Golden Valley Ranch development. In addition, Elsmere Canyon will likely be publicly held by the Mountains Recreation and Conservation Authority (MRCA). The region also includes Placenta Canyon and the Placerita Canyon Nature Center. Southern Region: o Approximate Area: From the intersection of the 5/14 Freeways north to the City of Santa Clarita boundary and between the identified eastern and western regions. o Goals: Link natural habitat and habitat migration corridors between the eastern and western regions. o Status: Over 200 acres of open space will be dedicated to the City associated with.the Gate -King project. This region also contains the historic Beale's Cut property. ' • Western Region: o Approximate Area: From the 5 Freeway to the Santa Susanna Mountains Significant Ecological Area, areas around Stevenson Ranch, and from the intersection of the 5/14 Freeways north along San Francisquito Creek. o Goals: To create a continuous strip of open space along the western border of the City of Santa Clarita. o Status: Several significant properties exist in the region including the Santa Clarita Woodlands, Towsley Canyon, Mentryville, and 6,000 acres associated with the Newhall Ranch Development. City of Santa Clarita Page 8 Open Space Acquisition Implementation Work Program • Northern Region: o Approximate Area: From the northern boundary of the City of Santa Clarita north to the Angeles National Forest and from the 5 Freeway/Highway 126 interchange to Vasquez Rocks. o Goals: To create a continuous strip of open space along the northern border of the City of Santa Clarita. Connect open space between the City of Santa Clarita and the Angeles National Forest whenever possible. o Status: Future development of this region should be monitored and open space dedication pursued whenever possible. • City of Santa Clarita: o Area: All areas contained within the defined boundaries of the City of Santa Clarita. o Goals: Work with all City departments, partners, and in conjunction with the Open Space Plan; the Parks, Recreation, and Open Space Master Plan; River Features Study; and other documents to acquire and protect open space, both active and passive, within the City limits. Work in partnership with the development community to secure open space through dedication. o Status: To date, the City has acquired 2,426 acres of open space and another 170 acres of passive or special use parkland, and has developed 240 acres of parkland. The regions described above cover a significant area in the Santa Clarita Valley. As a result, a considerable acreage of land must be considered and analyzed prior to deciding upon a set of properties to pursue. The Open Space Acquisition Plan, along with this Work Program, can be used as a tool to assist the City Council and planners in determining which property or properties represent the best value for the City. The land acquisition projects to be considered for funding from the Open Space Preservation District will be located within the benefit area as identified in the Engineers Report. F, ACQUISTION WORD PLAN Procedures to Accomplish and Implement Goals' The goals and objectives of the Open Space Acquisition Plan will be met by an objective work plan. This work plan will enable the City of Santa Clarita to evaluate and rank potential open space in the Santa Clarita Valley and maximize the limited funding and resources available for land acquisition and the Open Space Preservation District funds. Potential Open Space It is important to note that existing undeveloped land is not considered open space. For purposes of this plan, property will only be considered preserved open space if it is: City of Santa Clarita Page 9 Open Space Acquisition Implementation Work Program In public ownership and/or; Appropriately zoned, designated, or identified as open space or parkland. Properties being considered for acquisition will be considered "potential" open space until such a time that they come into public ownership and/or receive the appropriate designation or zoning. Rankine Process The City of Santa Clarita lacks the financial means to purchase all of the potential open space in the Santa Clarita Valley. As a result, the identification and acquisition of the most valuable pieces of potential open space becomes critically important to maximize the allocation of the City's limited resources. To achieve this end, an objective method of evaluation must be established to evaluate and rank each potential open space property being considered for acquisition. Ideally, those properties that present the greatest value to the City and/or Region should be acquired. The following seven -step process will allow the City of Santa Clarita to determine which J potential open space properties represent the greatest value for acquisition. This process will be applied to each parcel being considered for acquisition. • Step One — Category of Land Determine the category of the potential open space. There are two possible categories: 1. Inside the City of Santa Clarita 2. Outside the City of Santa Clarita and within the Open Space Preservation District's Area of Benefit Potential open space outside the City of Santa Clarita and within the Area of Benefit should receive priority for acquisition because: ➢ Preserving land outside the City will assist in the development of a greenbelt and ecological value surrounding the Santa Clarita Valley ➢ More development is occurring in Los Angeles County than in the City ➢ Land outside the City can create corridors between the City and the Angeles National Forest ➢ There is more potential open space to acquire outside the City • Step Two - Development Status Determine the development status of the potential open space. The seven status categories are: City of Santa Clarita Page 10 Open Space Acquisition Implementation Work Program A. Entitlements Pending: Development plans have been formally submitted to the City or Los Angeles County and are in the process of being considered, or plans are being prepared for submittal. B. Information Inquiries: The property owner has approached the City or Los Angeles County regarding the property with the intent to develop. C. Entitlements Approved: Plans to develop the property have been approved by the City or Los Angeles County, and an opportunity exists to acquire open space from the property owner. D. Amendments — when changes or amendments to the property are proposed. E. Boundaries — The property's boundary status has changed because of annexation, etc. The property is now within the Area of Benefit. F. No Action: No action has been taken to develop the property on the part of the property owner, OR the owner has indicated no interest in developing the property. G. No Information: There is currently no information and/or the development status of the property is unknown. Status categories are shown in order of priority, with Status A being the highest. • Step Three — Availability Status Determine if the owner of the potential open space property is a willing seller or would enter into agreements to have the land acquired by the City. Priority should be given to properties with a willing seller/donor unless the acquisition of the property presents an overriding benefit to the public good. An overriding benefit to the public good would be determined by City Council. • Step Four — Create Subcategories The potential open space property will now fit into one of several subcategories depending on whether it is inside or outside of the City, inside the Area of Benefit, and depending on its development status. Hence, each potential open space property will fall within one of the following categories: City of Santa Clarita Page 11 Open Space Acquisition Implementation Work Program Each category will have several potential open space properties within it forming a catalog of properties in each category. However, each potential open space property will not receive a relative ranking until Step 5 below. At this time, the properties in each list should be sorted by their availability status. Those properties with willing sellers/donors should be placed at the top of the list, and those without at the bottom. • Step Five — Apply Criteria This step will apply the Open Space Inventory Checklist (OSIC) to each property on each list. (This step will also be the most time consuming.) The OSIC identifies resources that the City of Santa Clarita believes to be valuable. These resources are divided into five categories: Habitat Areas; Ridgelines and Viewsheds; Recreational Resources; Cultural and Historical Resources; and Other Resources. Each category contains several elements and sub -elements. Each element and sub -element represents a specific benefit that is either present or not present at each individual property. Each element and sub -element is weighted equally. The purpose of the OSIC is to assign numerical scores to each parcel of potential open space surveyed, based on their overall benefit to the City. Over time, as more parcels are considered, it will be possible to determine which parcels are more desirable and which are less desirable based on their relative scores. To determine the numerical score for each property, the following steps should be followed: 1. Beginning with the Habitat Area Category, place a check in the "status" column of the OSIC for each element and/or sub -element that is present on the property. 2. Do not place a check in the "status" column in the OSIC of elements or sub - elements that do not exist on the property. 3. Apply Steps 1 and 2 to each of the remaining categories. 4. Count the number of check marks in'each category and write that number in the corresponding "Category Subtotal" space. 5. Transfer the numbers from each "Category Subtotal" space to the front page of the OSIC in the spaces provided. 6. Add each of the category subtotals together and place the result on the front page of the OSIC in the space marked "Total Score." This figure is the final numerical score of the property and will be used to establish its rank with other potential open space properties. A copy of the Open Space Inventory Checklist and corresponding definitions is attached as Appendix A. • Step Six — Catalog Generation City of Santa Clarita Page 12 Open Space Acquisition Implementation Work Program After each potential open space property has a numerical value assigned to it, each property should be listed within each category in numerical order, with the highest value at the top of each list. As indicated in Step 3, properties that do not have a willing seller/donor should be listed at the bottom of each list. The only exception to this is any property that has been identified as one whose acquisition would present significant benefit to the public good, as defined by the City Council. These properties should be listed among the properties with willing sellers/donors. In addition, a general assessment of maintenance costs and liability of each property should be weighed at this time. All else being equal, those properties that present fewer maintenance challenges and reduced liability should be considered before those with more challenges and greater risk. Indeed, those properties that present unreasonable maintenance costs or significant risk may not be considered, regardless of their numerical score. • . Step Seven — Recommend Parcels for Acquisition When each property has been ranked, a final catalog of the highest priority properties can be compiled by staff. A variety of methods can be used to create the final list of recommendations. This catalog will grow as more properties are considered. • Plan Flexibility It is important to realize that this plan is only a guide. The ultimate decision on the acquisition of property belongs to the City Council. The evolving catalog of properties to acquire will not obligate the City but will serve as a tool in the decision- making process. The plan must be flexible enough to allow for amendments. Because development occurs rapidly and the status of land changes in a similar fashion, the plan, or parts of the plan, should be updated as needed. An explanation of steps one through seven is explained further in Section G: Open Space Evaluation Process, Step -by -Step. Applications This plan can be used for a variety of applications. However, there are three major areas of implementation: 1. Dedication: Often the City of Santa Clarita is approached by'developers and/or property owners who wish to dedicate all or a portion of their property to the City as open space. Although additional, natural land is needed in Santa Clarita and may present numerous opportunities, in some cases costs or liability associated with property ownership may not warrant acquisition. City of Santa Clarita Page 13 Open Space Acquisition Implementation Work Program In cases where the City is approached by a property owner with the intention to dedicate property, either the City can evaluate the property using the OSIC or it may be the case that the City has already evaluated the property independently. In either case, the property will receive or already have a numerical score. In both cases, the proposed parcel will receive a score and be ranked against other potential open space in the Santa Clarita Valley. Depending on its score and rank, the City will be able to make an objective decision on whether to accept or deny the dedication. 2. Development Review Committee: Developers often propose to dedicate open space as part of the development process. The OSIC can be used by staff during the development review process to help determine whether the proposed open space meets the City's needs. Depending on the rank given to the property using the OSIC, City staff will be able to make an objective decision about how the dedication will fit into the overall development process. 3. Grant Writing: There is a significant amount of grant funds available for acquisition of open space. Being able to provide an objective statement of value for any given property being sought for acquisition will help build valid justification for bringing the site into public ownership and enhance the City's ability to receive funding. City staff applies for grants as they become available and as they meet the objectives of the City. Staff resources will be utilized to apply for available grant funds for acquisition of open space. Over time, a substantial catalog of potential open space properties will be compiled. G. OPEN SPACE EVALUATION PROCESS. Step -by -Step Instructions The City's Open Space Acquisition Plan outlines the evaluation process for open space in the Santa Clarita Valley. The work plan is a series of seven steps designed to categorize and objectively determine the overall value of potential open space properties. This section includes detailed instructions for each step in the process. 1'. Land Category — Determine whether the property is inside or outside of the Open Space Preservation District's Area of Benefit 2. Development Status — Determine the development status of the property 3. Availability Status — Determine if the property owner is a willing seller or donor City of Santa Clarita Page 14 Open Space Acquisition Implementation Work Program 4. Create Subcategories — Categorize the property according Steps 1-3 5. Apply Criteria — Apply criteria on the Open Space Inventory Checklist (OSIC) to the property 6. Create Final Lists — Based on the property's OSIC score, determine its relative rank within the property's sub -list from Step 4. 7. Catalog Generation — Based on the final lists in Step 6, make recommendations on whether the property should or should not be considered for acquisition. Note that recommendations should always be directed to the City Council for approval. Step 1— Land Category Step 1 requires the evaluator to determine whether the property is inside or outside of the Area of Benefit. This can be done by consulting the Open Space Preservation District map. After Step 1 is completed, the potential property will be categorized as either "Inside the City" or "Outside the City and Within the Area of Benefit." Properties categorized as "Outside the City and Within the Area of Benefit" have been identified by the City Council as higher priority than those categorized as "Inside the City and Within the Area of Benefit." Step 2 — Development Status Step 2 in the process is to obtain the development status of the property from the Planning Division. Provide Planning with one of the following pieces of information (listed in priority order): 1. Address 2. Location (i.e., cross streets, etc.) 3. Tentative Parcel Map or Tentative Tract Map 4. Assessors Parcel Number (APN) Based on the results of the Development Status search, the evaluator should assign the development history to one of the following categories: A. Entitlements Pending: Development plans have been formally submitted to the City or Los Angeles County and are in the process of being considered, or plans are being prepared for submittal. B. Information Inquiries: The property owner has approached the City or Los Angeles County regarding the property with the intent to develop. C. Entitlements Approved: Plans to develop the property have been approved by the City or Los Angeles County, and an opportunity exists to acquire open space from the property owner. D. Amendments — when changes or amendments to the property are proposed. E. Boundaries — The property's boundary status has changed because of annexation, etc. The property is now within the Area of Benefit. City of Santa Clarita Page 15 Open Space Acquisition Implementation Work Program F. No Action: No action has been taken to develop the property on the part of the property owner, OR the owner has indicated no interest in developing the property. G. No Information: There is currently no information and/or the development status of the property is unknown. Development status categories are shown in priority order, with "Status A" being the highest priority. By the end of Step 2, the property should be categorized as either "Inside the City" or "Outside the City and Within the Area of Benefit" and assigned a Development Status. (To this point, a property that is "Outside the City and Within the Area of Benefit" and has Development Status "A" would receive the highest priority. This will be discussed in Step 4 — Creating Subcategories.) Sten 3 — Availability Status In this step, determine if the property owner is known to be a willing seller/donor or a non -willing seller/donor. If this is not known, it may be necessary to contact the property owner. (Contact information should be included in the information provided by Planning in Step 2.) Priority should be given to properties with a willing seller/donor unless the acquisition of the property presents an overriding benefit to the public good, as determined by the City Council. At the end of Step 3, the property should be categorized as "Inside the City" or "Outside the City and Within the Area of Benefit," have a development status assigned to it (A through G), and whether the property owner is a willing seller/donor. Step 4 — Create Subeategories By this time, the potential open space property should have been categorized as indicated above in Step 3. The first relative value judgment of that property can now be assessed and compared with other open space properties that have been evaluated. Properties that are "Outside the City and Within the Area of Benefit" and have a development status of "A" are identified as the highest priority for acquisition. Conversely, properties that are "Inside the City" with a development status of D or E are identified as the lowest priority for acquisition. It should be noted that properties that are "Outside the City and Within the Area of Benefit" with a development status of "D" or "E" may or may not be a higher acquisition priority than, for example, a property that is "Inside the City" and a development status of "A". These instances should be considered on a case-by-case basis. City of Santa Clarita Page 16 Open Space Acquisition Implementation Work Program After Step 4, the property being evaluated should be placed in one of the following categories. Development Status A Development Status B Development Status C Development Status D Development Status E Development Status F Development Status G Step 5 — Apply Criteria Development Status A Development Status B Development Status C Development Status D Development Status E Development Status F Development Status G Step 5 of the evaluation is by fax the most lengthy and the most involved segment of the process. For each property the evaluator should complete an Open Space Inventory Checklist (OSIC) form. In most cases, it will be necessary to travel to the site itself to complete the form. Accessing each property will generally require the permission of the property owner. Steps to Complete the OSIC: Provide basic property information including: ■ The Assessor's Parcel Number (APN) ■ The date(s) the evaluation was conducted ■ The initials of the evaluator ■ The availability status (willing seller/donor?) ■ A brief description of the location of the property 2. Provide basic category and development status information. Circle whether the property is inside or outside the City, and inside or outside the Area of Benefit, and circle the letter that corresponds to the property's appropriate development status. 3. Evaluate each element and sub -element of each of the six inventory categories. These six categories are: ■ Habitat Areas ■ Ridgelines and Viewsheds ■ Recreational Resources ■ Cultural/Historical Resources ■ Other Resources ■ Hazard/Other Areas City of Santa Clarita Page 17 Open Space Acquisition Implementation Work Program To evaluate the elements and sub -elements in each inventory category, place an "X" or checkmark in the status column of each element or sub -element known to exist or observed to exist on the property. Place no marks in the status column for elements or sub -elements not known or observed to exist on the property. For Example: If a hypothetical property being evaluated contains a wildlife migration corridor, riparian habitat, a portion of the Santa Clara River, and a known presence of the Southwestern Willow Flycatcher (to name a few), then these elements and sub - elements should each receive an "X" or checkmark in the corresponding status column. Other elements and sub -elements that are not known to be or observed to be present on the site should NOT receive a mark. Special Instructions: Some elements and sub -elements have special scoring instructions associated with them. In most cases, only one mark should be placed in the corresponding status column of known or observed elements and sub -elements.. However, there are exceptions. These are: Known threatened/endan eg red plant and animal species: The species listed on the OSIC are those that appeared on the 2008 list provided by the California Department of Fish and Game. These elements and sub -elements should always reflect the most current list of state and federally endangered and threatened species. Place only one mark in the status column for each sub -element present regardless of the population of the species. Do not, for example, place one mark in the status column for each individual of that species present on the property. Rid elines: Place a mark in the status column if there is at least one ridgeline present on the property. ■ Cultural and/or Historical Resource Areas: Place one mark in each sub -element for each site on the property. For example, a hypothetical property containing two Native American sites and two "other" archaeological sites should receive a total of four marks in the corresponding status column. 4. Score each inventory category. To complete this step, simply count all of the X's or checkmarks for elements and sub -elements within each inventory category. Record the total number of marks for each category in the space provided in the category column. In addition, record the same figures in the spaces provided in the score summary box at the top left of the first page of the OSIC. Note that marks in the Hazard/Other Area category are not included in the overall total. Instead, these marks are meant to be general indicators of potentially negative aspects of the property. The City may wish to reconsider acquisition of properties that contain any of the sub -elements in this category, regardless of the extent or frequency. City of Santa Clarita 'Page 18 Open Space Acquisition Implementation Work Program For Example: A hypothetical property has one primary ridgeline, the presence of secondary ridgelines, a significant "dark sky" viewshed, a significant regional viewshed, and a unique on-site visual feature yielding a total of five marks in the Ridgeline and Viewshed Category. The number "5" would be recorded in the category column and on the front page in the space provided next to "Ridgelines and Viewsheds." The same process would be completed for each of the six inventory categories. 5. Add the inventory category scores to compute the property's overall score. When each category\ score has been recorded in the spaces provided on the front page of the OSIC, the scores should be totaled (except those in the Hazards category). This is the final score of the property being evaluated. By the end of Step 5, the property being evaluated should have a total score associated with it. The higher the score, the greater the relative value of the property to the City: Sten 6 — Catalog Generation At this point, the property being evaluated should have the following assigned to it: A land category either "Inside the City" or "Outside the City and Within the Area of Benefit" A development status of either A through G A total score based on criteria in the OSIC As the catalog of open space grows, properties should be sorted according to their land category and development status. Properties of the same land category and development status should then be sorted by the score received, based on the criteria in the OSIC. A higher OSIC score represents a property of greater value. Hence, a property that is "Outside the City and Within the Area of Benefit," development status "A," and with the highest OSIC score should theoretically represent the greatest overall value to the City for acquisition. Note: Those properties with non -willing sellers/donors should be grouped at the bottom of subcategories, in OSIC score order. Step 7 — Recommend Parcels for Acquisition Based on the final set of lists, parcels that represent the greatest value for the City to acquire should be recommended. All recommendations should be directed to the City Council for final approval. 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Lam' u C4-4 0 A 0 Cd A b CID Cd a� 0 a U Qi O o G+ v o No U) 43 4 qp�� O U � W o y 0�U d N D Q) �r3 D Fr U) t o V U Pi �M p (1)CC U2 U�� b.0a �o� Cd 0 CD O rn b E O � � 8�a ° m o C) 0.d o0 o 4� o 0 4 U 0 a) 0 rn a"i R4 4: Q) bA rn a�go U 0 w �) 0 Q) 0 P4 4S 0 U O R � 0A O 4-� m 04 W U 11 U rn r Cd o 'T 00 a APPENDIX B List of Parcels SNNTA e�\ �� 75 D ECEM��� Contents: ■ List of Parcels N J W IL LL O Cl)v J IL J W W O O n O W o N V N N N N En o M M M M W N W a� N . Q d a W M W M N p M N M p M W M N M W O M W O O W O O O W O W M N O N O N! OO N O 1� O M M O M C M M M D) (P O OI (P N W O p p O p M p O p O to O (P M (P M p O p O M p M p M p M O M p O ET m ET m p J w r Q Q U U V% U U U U a U U U U U U U U U U U U U U U U U U U U U W r ui � U Y w W W w w 7 O Q� J a W q O W W W W Q W w Q W J Z Z a Z o o z o W rZ a a a a Q a w .W a Q _ Q Q O Q Q a 0 0 0 0 0 a 0 W < ¢ a "QQ Y (9 a a U U O U U 6 N U Z J aZ Q J J J N J 3- 0 O O O Y O J w z Z N O .. O # S N Cl S Q Z W X w LLJ >2 z a Z o m w w w �' > r0 o a r r z w w a w o z = = � w W O W w Y ¢ a ¢ ¢ o QO w z J g a < x w w c� 0 K K W g Z Z Z Z a W Q a O a W w p w p p rn w z z_ LL>> rQn cQn IL F- > > > > = m w z QQ _ M W M W W , Q J J J J O x x `7 w r a u' z a: R, Q N W W m W g g g O O W m Q m x m x c� vai w x 3 i� m r, a J a Q M Q m N v tD O U m N V Q CO p O Z O W � U Z O r N r N Z O fn W VI N N h (n En W p f� p N Q O N O UU N V W a s M M N N M O M W N N N m f` N N 0 W W V W O Q n W O O N V W n N M n r. W O f` O N v O tG W O v N Ol W N r W r I� n n 0 S J, U tD N O O V' W M EV V N p N O O M W V M In 0 O O O O 0 O O O 0 O O 0 O O a r r U U U U U U U U U U U U U U x x m x w m x w r r r r r r r r r F F r >> w w w w w w w w w w w w w w w w w w w w w w w w w w w w w w m C7 U' O O O O O O O O O O O O O O En w En W N W N W En W En w fn W N W En W En W En W En W O Q Q U U U U U U U U U U U U U U 0 O O 0 0 0 0 0 O O 0 0 v v v v v v v v L Q> Q> u Q> u > > Q> > c� Q> L)a Q> Q> > > > > > ' � 0 o r r r cm d F- clm m w w ° m E m F` a a 0 - O d L � c n• U x K K o Q a c c 0 o m g r O m m m A m m m m d x o m E d :: m E E () r U r v t u t v d BE m W - U U LL Y LL m m O U Fc- w wU U f Q V' Fes- to En > Co. I W M O NM 'N o v 0 M h N 0 OI 'Q O W W W O W W N EA W N N N tD m N V W n O W W O N O 2I"> m N n In W O f0 fO ID (�` p� C7 Im W W O Q N O O W ..r W N N W V V' f� V N W N W C N O W N f` M M N W h n N M N W :r ,. O,r o 0 0 0 0 0 0 0 0 0 0 0 0 0 o O o 0 0 0 0 0 0 0 0 0 0 0 .. W U p). r :C;w o O O O O O O O O O O O O O O O o O O o O o o O o O O O fn S tp O p O N m n M r 'ct' N W O) V pp cp tp W W N p N W N W N '. a c .U) co E; N t9 M h co Z W W N W 0 Vr N M N W r W h N W a N t4D Q W r M O .. a. g I D N n M �2 FN. ZO t Qo (Q� Q Q Q UQ7 Q O iQn EQ/7 Q Q QN Q aM QN Q a a Q Q Q a a W Q a W W W H W W H W F W F W H ui W W W Luw W W W W W W W W W W W W W� x K FS- S S K K IY S K K x cr S x O O O O O O O O OO O O O O O O O O O O O O O O O O O O z z z z z z Z Z z z z z z z z z z z z z z Z z z z z I z I Z IgMttIC,`S7 oN1Nn Mh Of� 0 O444 9QQ$4 ryN N �NNW(�yO CN N NW Jy N 4 % ; 4 9 g 4 O 4 M 4 MMpp 4Q9 N W W W W W W O O N O N O N O N W W W co MpNBW N N N N N N N ao N NVN1 O {ONwoh n rW Iw O O O O O O ON O O O U Q (P r n M (A (P M M V N O W (A N W Ql O p W Ql Df N N W t0 } n N N O M W N p W M M V' W W EO fD O u'i h W .0 N W C, N N M Wp 'V n nM n M v 1{7 N h M W WM W O W W N t0 O p W V M N W fA O EC) V' W N Q 01 th W O h O r < W W h O 2' N W O M W o N 1.00 11') to 0) (P .In N W N p V tat N t0 M W N M t'M1 Q C O m M N M W W n Q W N N O N O O O O O O O O O O O M O O N O N O O p Ol It O O O O O O O O O O O O Z h O N N N N N N N N N N N N NN M M O M O O O OO O O O O O O O O O M O MO O M O M O M O M O M O M O O ON M OO M N W W N W W W 0 w M .0 W 0 co W W M ml M M M M M N N N N N N N N N N N N APPENDIX C Vacant/Undeveloped Properties Map SANTA c� P T r' . le ,&, VOJ 1% 75 DECEOa, Contents: ■ Vacant/Undeveloped Properties Map IA