HomeMy WebLinkAbout2011-06-28 - AGENDA REPORTS - SMD ANNEX L 90 (2)PUBLIC HEARING
DATE:
SUBJECT:
DEPARTMENT:
Agenda Item: 16
CITY OF SANTA CLARITA
AGENDA REPORT
City Manager Approval:
Item to be presented by:
June 28, 2011
,Dennis Luppens
ANNEXATION OF PARCELS INTO STREETLIGHT
MAINTENANCE DISTRICT NO. I (ANNEXATION NO. L-90)
Administrative Services
RECOMMENDED ACTION
City Council conduct public hearing, and open and review the ballots. If no majority protest
exists, adopt resolution ordering said annexation, and authorize the annual levy and collection of
assessments within the District. If a majority protest exists, no action will be required.
BACKGROUND
Streetlight Maintenance District (SMD) No. 1 was established to collect funds to cover the
expenses for energy and maintenance of City streetlights. The costs associated with the
streetlights, inclusive of approximately 15,700, are billed by Southern California Edison to the
City. As a condition of development, properties are required to annex into SMD No. 1 in order to
pay their fair share toward costs associated with the installation and ongoing maintenance of
streetlight facilities. All nine parcels identified in this annexation process benefit from SMD
services. Eight parcels are developed and range in size from .47 acre to 5.77 acres. The ninth
parcel is undeveloped and was recently purchased by the City from Caltrans for affordable
housing. .
All property owners were mailed assessment ballots on or before May 11, 2011. Ballots will be
tabulated at the close of tonight's Public Hearing. Seven parcels identified for inclusion as part of
these proceedings are zoned commercial and two residential. Barring a majority protest, it is
recommended the City Council give final approval of this annexation.
The annual levy of assessments for the above parcels covers the anticipated maintenance costs
with the annexation for SMD No. 1. The maximum annual assessment is increased annually
according to the change in the Los Angeles -Anaheim -Riverside Area Consumer Price Index
(CPI), as determined by the United States Department of Labor, Bureau of Labor Statistics.
Annually, the City Council will decide the actual assessment amount. The City Council may
adopt a lesser assessment amount but may not exceed the maximum annual assessment rate.
ALTERNATIVE ACTION
1. Do not annex the parcels into Streetlight Maintenance District No. 1.
2. Other direction as determined by City Council.
FISCAL IMPACT
The total estimated revenues collected from the parcels within the annexation for Fiscal Year
2011/12 annual maintenance expenditures will be $3,146.11. The maximum annual assessment
rates may only increase by CPI.
ATTACHMENTS
Resolution - SMD L-90 Annexation
Annexation L-90 Assessor Parcel Numbers
Annexation L-90 Boundary Map
Annexation L-90 Engineer's Report available in the City Clerk's Reading File
-2--
RESOLUTION NO. 11-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
SANTA CLARITA, CALIFORNIA, DECLARING THE RESULTS OF THE
ASSESSMENT BALLOT TABULATION FOR ANNEXATION L-90,
ANNEXING PARCELS INTO THE CITY OF SANTA CLARITA STREETLIGHT
MAINTENANCE DISTRICT NO. 1, ORDERING MAINTENANCE WORK THEREIN,
CONFIRMING THE DIAGRAMS AND ASSESSMENTS, AND PROVIDING FOR THE
LEVY AND COLLECTION OF THE ANNUAL ASSESSMENTS THEREIN
WHEREAS, the City Council of the City of Santa Clarita, California, has initiated
proceedings for the annexation of parcels and levy of annual assessments into a special
maintenance district created pursuant to the terms of the "Landscaping and Lighting Act of
1972," being Division 15, Part 2 of the Streets and Highways Code of the State of California
(Landscaping Act), Article XIIID of the Constitution of the State of California (Article XIIID)
and the Proposition 218 Omnibus Implementation Act (Government Code Section 53750 and
following) (Implementation Act). The Landscaping Act, Article XIIID, and the Implementation
Act may be referred to collectively herein as the Assessment Law, such special maintenance
district is known and designated as the City of Santa Clarita Streetlight Maintenance District No.
1, (District) Annexation L-90, (Annexation); and
WHEREAS, the City Council did order and subsequently receive a report prepared by
Willdan Financial Services (Engineer) prepared in accordance with the Assessment Law the
Assessment Engineer's Report (Engineer's Report); and
WHEREAS, the City Council did set the time and place for a Public Hearing to consider
the annexation of parcels into the District and the authorization to levy annual assessments
therein and did order that notice of such Public Hearing, accompanied by assessment ballots, be
given to the record owners of property within the proposed Annexation in accordance with the
provisions of the Assessment Law; and
WHEREAS, notice of such Public Hearing accompanied by assessment ballots were
mailed to the record owners of property within the proposed Annexation in accordance with the
provisions of the Assessment Law.
NOW, THEREFORE, the City Council of the City of Santa Clarita does hereby resolve as
follows:
SECTION 1. Recitals. The above recitals are all true and correct.
SECTION 2. Procedures. The City Council hereby finds and determines that the
procedures for the consideration of the levy of the assessments have been undertaken in
accordance with the Assessment Law.
_3_
SECTION 3. Assessment Ballot Procedures. Assessment ballots were mailed as -
required by Assessment Law to the record owners of all properties within the Annexation which
are proposed to be assessed. The assessment ballots completed and received by the City Clerk
prior to the close of the Public Hearing have been tabulated in accordance with the procedures
established by Assessment Law and the City Council and the results of such tabulation have been
submitted to the City Council.
The City Council hereby finds the assessment ballots submitted in favor of the levy of
assessments, as weighted in accordance with Assessment Law, exceed the assessment ballots
submitted in opposition to such levy, also as weighted in accordance with Assessment Law.
Therefore no majority protest to the levy of assessments within the Annexation has been found to
exist.
SECTION 4. Annexation of Parcels. The City Council hereby orders the Annexation.
SECTION 5. Determination and Confirmation. Based upon the Engineer's Report and
the testimony and other evidence presented at the Public Hearing, the City Council hereby makes
the following determinations regarding the assessments for Fiscal Year 2011/12 and the
maximum annual assessments proposed to be imposed to pay for the estimated costs of the
maintenance of all of the improvements to ultimately be maintained upon the completion and
acceptance of thereof:
a. The proportionate special benefit derived by each individual parcel assessed has been
determined in relationship to the entirety of the cost of the operations and
maintenance expenses.
b. The assessments do not exceed the reasonable cost of the proportional special benefit
conferred on each parcel.
c. Only the special benefits have been assessed.
The maximum assessments for the Annexation contained in the Engineer's Report for
Fiscal Year 2011/12 are hereby confirmed. Subsequent annual assessments in amounts not to
exceed the maximum annual assessment of the estimated costs of the maintenance of all of the
improvements to ultimately be maintained upon the completion and acceptance of thereof as set
forth in the Engineer's Report may be subsequently confirmed and levied without further
assessment ballot proceedings pursuant to the Assessment Law. Each fiscal year after the base
year (Fiscal Year 2011/12), the maximum assessment shall be increased by the Consumer Price
Index, (CPI) for all Urban Consumers, Los Angeles — Orange — Riverside County Area without
further compliance with the assessment ballot procedures required under the Assessment Law.
SECTION 6. Ordering of Maintenance. The public interest and convenience requires,
and this legislative body does hereby order the maintenance work to be made and performed as
said maintenance work is set forth in the Final Engineer's Report.
2 -Ll-
SECTION 7. Filing with Secretary. The above -referenced diagram and assessment shall
be filed in the office of the City Clerk. Said diagram and assessment, and the certified copy
thereof, shall be open for public inspection.
SECTION 8. Filing with the County Auditor. The City Clerk is hereby ordered and
directed to cause the assessments as approved by this resolution to be filed with the County
Auditor along with and in the same manner as all other assessments filed for the City of Santa
Clarita Streetlight Maintenance District No. 1, including any diagrams, resolutions, or other
documentation required by the County for the submittal of such assessments, on or before the
date set by the County Auditor for the submittal of the fiscal year 2011-2012 assessments.
SECTION 9. The City Clerk shall certify to the adoption of this Resolution.
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
Acting City Clerk of the City of Santa Clarita, do
hereby certify that this is a true and correct copy of the original Resolution No. 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 —& –
City of Santa Clarita
Streetlight Maintenance District No. 1
Annexation L-90 .
ASSESSOR PARCEL NUMBERS
2827-007-026
2827-007-031
3 2833-016-900
4 2836-015-021
5 2836-015-024
6 2836-015-025
7 2836-015-026
2836-027-081
2849-021-020
\/\
LZ
CITY OF SANTA CLARITA
NOTICE OF PUBLIC HEARING
NOTICE IS HEREBY GIVEN:
A Public Hearing will be held before the City Council of the City of Santa Clarita in the City Hall
Council Chambers, 23920 Valencia Boulevard, first floor, Santa Clarita, California, on the 14th day of
June 2011, at or after 6:00 .p.m., to consider annexation of nine parcels into City Streetlight Maintenance
District No. 1, as described in the Assessment Engineer's Report and pursuant to the Landscaping and
Lighting Act of 1972, being a division of the Streets and Highways Code of the State of California.
Proponents, opponents, and any interested persons may appear and be heard on this matter at that time.
Further information may be obtained by contacting the Administrative Services Department, 23920
Valencia Boulevard, Suite 260, Santa Clarita, CA 91355; (661) 286-4005, Dennis Luppens, Special
Districts Administrator.
If you wish to challenge this action in court, you may be limited to raising only those issues you or
someone else raised at the public hearing described in this notice, or in written correspondence delivered
to the City Council, at, or prior to, the public hearing.
Dated: April 27, 2011
Kevin Tonoian
Acting City Clerk
Publish Date: April 30, 2011
NOTICE OF CONTINUED PUBLIC HEARING
CITY OF SANTA CLARITA
CITY COUNCIL
NOTICE IS HEREBY GIVEN that the City Council of the City of Santa Clarita, at its regular meeting
held June 14, 2011, continued a public hearing on
ANNEXATION OF PARCELS INTO STREETLIGHT MAINTENANCE DISTRICT NO. 1
(ANNEXATION L-90) - Consideration of annexing nine parcels receiving benefit into Streetlight
Maintenance District No. 1.
to June 28, 2011. The continued public hearing -will be held at or after 6:00 p.m. in the Council
Chamber at 23920 Valencia Blvd., Santa Clarita, California. /%
Dated this 15`." day of June, 2011.
KEVIWrOJ 101/AN, ACTING CITY CLERK
STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) SS. AFFIDAVIT OF POSTING
CITY OF SANTA CLARITA )
KEVIN TONOIAN, being first duly sworn, deposes and says that he is the duly
appointed and qualified City Clerk of the City of Santa Clarita and that on June 15, 2011, he caused the
above notice to be posted at the door of the Council Chamber located at,920 Valencia Blvd., Santa
Clarita, California.
KE T OIAN, ACTING CITY CLERK
Sa}ita Clarita, California
SACMAPublic Hearings\Continued PH LMD 1 Annex L-90_062811.doc
ME
STREETLIGHT MAINTENANCE DISTRICT No. 1
ANNEXATION NO. L-90
FISCAL YEAR 2011/2012
Wl LLDAN
Financial Services
Corporate Office Office Locations
27368 Via Industria Anaheim, CA Pensacola, FL
Suite 110 Los Angeles Regional Phoenix, AZ
Temecula, CA 92590 Oakland, CA Sacramento, CA
Tel: (951) 587-3500
Tel: (800) 755-6864
Fax: (951) 587-3510
www.wilidan.com/financial
CITY OF SANTA CLARITA
STREETLIGHT MAINTENANCE DISTRICT NO. 1
ANNEXATION NO. L-90
FISCAL YEAR 2011/2012
ENGINEER'S REPORT
CERTIFICATES
This Report and the enclosed budgets, diagrams and descriptions outline the proposed annexation of
territory to the City of Santa Clarita Streetlight Maintenance District No. 1, to be designated as Annexation
No. L-90, including the improvements, budgets, parcels and assessments for fiscal year 2011/2012, as the
same 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.
Willdan Financial Services
Assessment Engineer
By:
Jim McGuire
Sr. Project Manager,
Financial Consulting Services
By:
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.
Bv:
KevinTonoian
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:
KevinTonoian
Acting City Clerk
City of Santa Clarita
Los Angeles County, California
Engineer's Report
City of Santa Clarita — Streetlight Maintenance District No. 1
Annexation No. L-90
INTRODUCTION...........................................................................................................................1
RIGHT TO VOTE ON TAXES ACT (PROPOSITION 218)................................................................1
PART A - PLANS AND SPECIFICATIONS.....................................................................................4
DESCRIPTION OF IMPROVEMENTS AND SERVICES..................................................................4
PART B -ESTIMATED COST OF THE IMPROVEMENTS..................................................................5
2011-2012 FISCAL YEAR BUDGET ESTIMATE............................................................................5
PART C - METHOD OF APPORTIONMENT...................................................................................6
BACKGROUND........................................................................................................................6
SPECIAL BENEFIT ANALYSIS...................................................................................................6
GENERAL BENEFIT ANALYSIS.................................................................................................7
APPORTIONMENT....................................................................................................................8
PART D - ASSESSMENT DIAGRAM...........................................................................................11
PARTE - ASSESSMENT ROLL..................................................................................................13
Engineer's Report
City of Santa Clarita — Streetlight Maintenance District No. 1
Annexation No. L-90
This report is prepared in compliance with the requirements of Article 4, Chapter 1, of the Landscaping and
Lighting Act of 1972, (hereinafter referred to as the "Act") which is Part 2, Division 15 of the California
Streets and Highways Code. This report considers the annexation of territory to be known as:
Annexation No. L-90, into the existing Santa Clarita Streetlight Maintenance District No. 1.
Pursuant to the Act, the City Council is the legislative body for the District and may annex territory and levy
annual assessments acting as the governing body for the operations and administration of the District.
In addition, the Act provides for the levy of annual assessments after annexation into or formation of an
assessment district for the continued maintenance and servicing of the district improvements. The Act
further allows various areas to be annexed into an existing district when the territory in the annexation
receives substantially the same proportional special benefits from the improvements. The costs associated
with the installation, maintenance and servicing of the improvements may be assessed to those properties,
which are benefited by the installation, maintenance and service.
Section 22608 of the Streets and Highways Code further states that annexation proceedings will be limited
to the territory proposed to be annexed into an existing district. Therefore this report will be limited to and
address those properties associated and identified herein as Annexation No. L-90 as shown on the
Assessment Diagram incorporated herein as Part D of this Report.
RIGHT TO VOTE ON TAXES ACT (PROPOSITION 218)
On November 5, 1996, the electorate approved Proposition 218, Right to Vote on Taxes Act, which added
articles XIIIC and XIIID to the California Constitution. The Proposition affects all assessments upon real
property for a special benefit conferred on the property. Assessments imposed under the Landscaping and
Lighting Act of 1972 are considered benefit assessments.
The maintenance services in Streetlight Maintenance District No. 1 are for streetlights. They are an integral
part of the entire street, the same as curb gutters, pavement, signage and striping. They are the elements
that provide a safe route for motorists and pedestrians.
Streetlights are installed to make streets safer. Streetlights are installed to provide better visibility for
drivers. One hundred (100) percent of the illumination from the lights is directed to the street, ninety (90)
percent on the street side of the curb and ten (10) percent behind the curb. The spacing of the lights is
based on the speed of the vehicles and the natural ability of the motorists' eyes to adjust to light and dark
areas.
Most parcels included in the District were originally part of a development that was conditioned to install
streetlight improvements before the development could proceed. Thereafter, each developer who was
conditioned to enter into the District agreed to the inclusion of their property in the District along with the
assessments being imposed on their property. Once the development was sold, all subsequent owners of
parcels were also made aware through title reports and Department of Real Estate "White Paper" Reports
that the parcels were in the District and subject to the assessments.
Article XIIID, Section 5(a) of the State Constitution, provides that any assessment imposed exclusively to
finance the capital costs or maintenance and operation expenses for sidewalks, streets, sewers, water,
AA/WILLDAN Page 1
Financia; Services
Engineer's Report
City of Santa Clarita — Streetlight Maintenance District No. 1
Annexation No. L-90
flood control, drainage systems or vector control, shall be considered exempt from the procedures and
approval process set forth in Section 4 of Article XIIID.
Streetlights are installed on and are for street purposes. They are maintained and serviced for optimum use
of the streets as intended in their design. Assessments for the maintenance and servicing of the streets
must include streetlights and therefore, the assessments for Streetlight Maintenance District No. 1 are
exempt under the provisions of Proposition 218. This exemption applies only to assessments existing on
the effective date of Proposition 218, November 6, 1996, and the exemption is only from the procedures
and approval process set forth in Article XIIID, Section 4. Subsequent increases, if any, will be subject to
the procedures and approval process of Section 4 of Article XIIID.
All parcels included in Streetlight Maintenance District No. 1 prior to 1998 are covered by this exemption
and the maximum assessment rate for those parcels is $12.38 per Equivalent Benefit Unit (EBU). Most
parcels annexed into the District after 1998 were annexed at the rate of $50.00 per EBU and are subjected
to a cost of living escalation equal to the annual change in the Consumer Price Index (CPI).
The City may annually initiate proceedings for the continued maintenance and servicing of streetlight
improvements by passing a resolution which orders an engineer to prepare and file a detailed report that
generally describes any proposed improvements or any substantial changes in existing improvements.
This engineer's report details only the proposed annexation of those properties identified herein as
Annexation L-90 to the existing district and the associated improvements; estimate of the costs of the
improvements, including maintenance and servicing; a diagram, i.e., assessment district, showing the
properties within the annexation establishing the parcels or lots which benefit. Once the report is
completed, it is presented to the City Council (the legislative body) for its review and approval as presented,
or may be modified and approved.
After the report is approved, the City adopts the Resolution of Intention which declares its intent to annex
territory and levy and collect assessments, including a description of the improvements, refers to the
assessment district and annexation by its distinctive designation, refers to the report for the details of the
district and annexation, and sets a time and place for a public hearing on the levy of the proposed
assessment.
Following the Council Meeting at which the resolution of intention is adopted, the City will cause a Notice of
Public Hearing and an Assessment Ballot to be mailed to the property owners of record within the
annexation territory, with which the property owners may indicate their support or opposition to the
proposed new or increased assessment described herein.
At the public hearing, the City Council will accept public testimony regarding the annexation and levy of
assessments and upon conclusion of the public hearing the City will count the Assessment Ballots returned
in favor of and/or opposing the annexation and assessment for the purpose of determining whether a
majority protest exists. If a majority protest does not exist, the City Council may adopt a resolution
confirming and levying the assessments with respect to Annexation L-90 to fund the maintenance and
servicing of the improvements or abandon the proposed annexation.
WILLDAN Page 2
Financial Services
Engineer's Report
City of Santa Clarita — Streetlight Maintenance District No. 1
Annexation No. L-90
This Report has been prepared in connection with the annexation of parcels to the District for fiscal year
201112012, designated and referred to as Annexation L-90, pursuant to a resolution of the City Council and
consists of five (5) parts:
PART A — PLANS AND SPECIFICATIONS
Contains a description of the improvements that are to be maintained or serviced by the District.
PART B — ESTIMATE OF COST
Identifies the estimated cost of the services or maintenance to be provided by the District, including
incidental costs and expenses in connection therewith.
PART C — METHOD OF APPORTIONMENT
Describes the basis on which the costs have been apportioned to each parcel of land within the
Maintenance District, in proportion to the estimated benefits to be received by such lots and parcels.
PART D—ASSESSMENT DIAGRAM
Contains a Diagram of the Maintenance District Boundaries showing the exterior boundaries of the
Maintenance District, the boundaries of any zones within the Maintenance District consistent with the lines
and dimensions of each lot or parcel of land within the Maintenance District.
PART E —ASSESSMENT ROLL
Identifies the maximum assessment to be levied on each benefited lot or parcel of land within the
Maintenance District.
WILLDAN I Page 3
Finand,,i Services
Engineer's Report
City of Santa Clarita — Streetlight Maintenance District No. 1
Annexation No. L-90
PART A -- PLANS AND SPECIFICATIONS
DESCRIPTION OF IMPROVEMENTS AND SERVICES
The proposed improvements for Annexation No. L-90 as part of Streetlight Maintenance District No. 1,
includes, but is not limited to, and may be generally described as follows: Installation of street lighting,
traffic signals, and other appurtenant facilities. Services and maintenance include all work necessary for the
daily maintenance required to maintain said lights in proper operation including providing said lights with
the proper energy necessary to operate the lights.
Streetlight improvements are owned either by the Southern California Edison Company, the State of
California Department of Transportation, or the City of Santa Clarita. Facilities constructed for or by the City
of Santa Clarita are on file in the City offices.
Proposed streetlight facilities in local proximity to parcels within Annexation L-90 are located in the City of
Santa Clarita, generally in the vicinity of: Soledad Canyon Road; Golden Oak Road; Bramble Way;
Goldenrod Way; Centre Pointe Parkway; Golden Triangle Road; Railroad Mountain Way; Pine Street;
Newhall Avenue; Sierra Highway; Clearview Court; Oak Ridge Drive; Jeniel Court; and Circle J Ranch
Road.
Streetlight Maintenance District No. 1 ("SMD No. 1") was established to collect funds to cover the expenses
for energy and maintenance of a majority of streetlights in the City. These costs are billed by the Southern
California Edison Company for all of the approximate 14,950 streetlights currently owned and maintained
by Edison and all of the approximate 760 streetlights owned by the City and maintained by the City through
a maintenance contract with the County of Los Angeles. The proposed new and/or existing improvements
for Streetlight Maintenance District No. 1 include, but are not limited to, and may be generally described as
follows:
The installation of streetlights, traffic signals and other appurtenant facilities that are necessary for the
daily operation of said lighting located within City road rights-of-way. Installation covers all work
necessary for the installment or replacement of said lighting and all appurtenant work necessary to
complete said installation or replacement.
• The operation, maintenance, and servicing of all existing streetlights, traffic signals, and other
appurtenant facilities that are necessary for the daily operation of said lighting located within City road
rights-of-way. Operation, maintenance, and servicing means all work necessary for the daily
maintenance required to maintain said lights in proper operation including providing said lights with the
proper energy necessary to operate the lights.
The specific plans and Specifications for the streetlight improvements associated with Annexation No. L-90
are incorporated and contained in the plans and specifications for Streetlight Maintenance District No. 1.
These plans and specifications are voluminous and are not bound in this report but by this reference are
incorporated and made a part of this report. The plans and specifications are on file at the City.
WILLDAN Page 4
Financia; Services
Engineer's Report
City of Santa Clarita — Streetlight Maintenance District No. 1
Annexation No. L-90
PART B -ESTIMATED COST OF THE IMPROVEMENTS
The Act provides that the estimated costs of the improvements shall include the total cost of the
improvements, including incidental expenses, which may include reserves to operate the District until funds
are collected on the County tax rolls and are transferred to the City from the County around December 10
of the current fiscal year.
The Act also provides that the amount of any surplus, deficit or contribution be included in the estimated
cost of improvements. The net amount to be assessed on the lots or parcels within the district is the total
cost of installation, maintenance and servicing with adjustments either positive or negative for reserves,
surpluses, deficits and/or contributions.
Estimated costs of improvements for Streetlight Maintenance District No. 1, including Annexation No. L-90
are voluminous and are not bound in this report but by this reference are incorporated and made a part of
this report. The estimated costs are on file at the City where they are available for public inspection.
2011-2012 FISCAL YEAR BUDGET ESTIMATE
ASSESSMENT LOTS OR PARCELS
TYPE OF LAND USE:
7 Non -Residential Parcels
2 Residential Parcel
* The assessments to be levied on parcels within Annexation No. L-90 for Fiscal Year 2011/2012 are identified above as TBD (to
be determined), because the actual assessment rate and assessment amount to be levied for the fiscal year will be established
and adopted as part of the annual assessment proceedings for all parcels in Streetlight Maintenance District No. 1, which will not
take place until after the proceedings for Annexation L-90 has been completed.
Reference is made to the assessment roll included herein as Part E for individual parcel assessments.
WI LLDAN I Page 5
Financial Services
MAXIMUM
ACTUAL
FY 11-12
FY 11-12
BUDGET ITEM
ASSESSMENT
ASSESSMENT
Total Funds Required
$ 3,146.11
TBD*
Available Carryover
$0.00
$0.00
Other Revenue
$0.00
$0.00
To be Raised by Parcel Assessment
$3,146.11
TBD*
* The assessments to be levied on parcels within Annexation No. L-90 for Fiscal Year 2011/2012 are identified above as TBD (to
be determined), because the actual assessment rate and assessment amount to be levied for the fiscal year will be established
and adopted as part of the annual assessment proceedings for all parcels in Streetlight Maintenance District No. 1, which will not
take place until after the proceedings for Annexation L-90 has been completed.
Reference is made to the assessment roll included herein as Part E for individual parcel assessments.
WI LLDAN I Page 5
Financial Services
Engineer's Report
City of Santa Clarita — Streetlight Maintenance District No. 1
Annexation No. L-90
'A' it OF APPORTIONMENT
r
The Landscaping and Lighting Act of 1972 provides that assessments may be apportioned upon all
assessable lots or parcels of land within an assessment district or annexation in proportion to the estimated
benefits to be received by each lot or parcel from the improvements. In addition, Proposition 218 requires
that a parcel's assessment may not exceed the reasonable cost of the proportional special benefit
conferred on that parcel. The Proposition provides that only special benefits are assessable, and the City
must separate the general benefits from the special benefits conferred on a parcel. A special benefit is a
particular and distinct benefit over and above general benefits conferred on the public at large, including
real property within the district or annexation. The general enhancement of property value does not
constitute a special benefit.
SPECIAL BENEFIT ANALYSIS
In determining the proportionate special benefit derived by each identified parcel, the proximity of the parcel
to the public improvements described in Part A of this Report, 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, it has been determined the parcels are uniquely benefited by, and receive a direct
advantage from, and are conferred a particular and distinct special benefit over and above general benefits
by, said public improvements. In the existing District, most of the streetlight improvements were installed by
the developers, subdividers of the land, and the continued maintenance was guaranteed through the
establishment of a Streetlight Maintenance District. If the installation of the improvements and the
guaranteed maintenance did not occur, the lots would not have been established and could not have been
sold to any distinct and separate owner. The establishment of each distinct and separate lot is a special
benefit which permits the construction of a building or structure on the property and the ownership and sale
of the distinct lot in perpetuity.
In the annexation territory (Annexation L-90), all the lots are established at the same time once the
conditions regarding the improvements and the continued maintenance are guaranteed. As a result, each
lot within the annexation territory and the district receives a special and distinct benefit from the
improvements and to the same proportional benefit.
The improvements also continue to confer a particular and distinct special benefit upon parcels within the
annexation because of the nature of the improvements. The proper maintenance of the streetlights and
appurtenant facilities specially benefit parcels within the annexation. The proper maintenance of the
streetlights and appurtenant facilities reduces property -related crimes (especially vandalism) against
properties in the annexation. The streetlights located in Streetlight Maintenance District No. 1 and the
proposed Annexation No. L-90 helps to visually join the various segments of the community, which
enhance property.
The benefit provided by streetlights consists of safety for pedestrians and motorists involved with the
property in the annexation territory during the nighttime hours. This is a particular and distinct special
benefit to all developed parcels in Annexation L-90 as well as the Streetlight Maintenance District No. 1 as
a whole.
WILLDAN I Page 6
Financial Services
Engineer's Report
City of Santa Clarita — Streetlight Maintenance District No. 1
Annexation No. L-90
Streets are constructed for the safe and convenient travel by vehicles and pedestrians to and from
properties (particularly developed properties) and they also provide an area for underground and overhead
utilities. As such, street lighting is considered and determined to be an integral part of streets as a
permanent public improvement. One of the principal purposes of fixed roadway lighting is to create a
nighttime environment conducive to the use of a property providing quick, accurate, and comfortable
seeing. These factors, if attained, combine to improve traffic safety and achieve efficient traffic movement
to and from the properties within the District. Fixed lighting can enable the motorist to see detail more
distinctly and to react safely toward roadway and traffic conditions present on or near the roadway facility.
Streetlights are installed on and are for street purposes resulting from or to enhance the full and best use of
properties they serve and are maintained and serviced to allow the street to perform to the standards it was
designed including streetlights which are considered an integral part of the entire street, the same as curb,
gutter, pavement, signage and striping. Taken as a group, they are the elements that provide a safe route
for motorists and pedestrians to and from properties. Streetlights are installed to make streets safer.
Streetlights are installed to provide better visibility for drivers. One hundred (100) percent of the illumination
from the lights is directed to the street, ninety (90) percent on the street side of the curb and ten (10)
percent behind the curb. The spacing of the lights is based on the design speed of the street and the
natural ability of the motorist's eyes to adjust to light and dark areas.
The system of streets adjacent to the annexation is established to provide access to each parcel in the
annexation. Streetlights provide a safer street environment for owners of the parcels served. If the parcels
were not subdivided to provide individual parcels to owners within the annexation, there would be no need
for a system of streets with safety lighting.
The City has determined that streetlights are also an integral part of the quality of life within the City. This
quality of life is a special benefit to some degree to all parcels, except some government owned parcels,
such as easements and flood channel parcels. Therefore, the installation, operation and maintenance of
streetlights are for the express, special benefit of the parcels within the District.
GENERAL BENEFIT ANALYSIS
In addition to the special benefits received by the parcels within the proposed annexation, there are
incidental general benefits conferred by the improvements.
It is estimated that the general benefit portion of the benefit received from the improvements for any
annexation is less than one (1) percent of the total benefit. Nonetheless, the City has agreed to ensure that
no property is assessed in excess of the reasonable cost of the proportional special benefit conferred on
that property.
The total benefits are thus a combination of the special benefits to the parcels within the District and the
general benefits to the public at large. The portion of the total streetlight maintenance costs which are
associated with general benefits will not be assessed to the parcels in the district, but will be paid from
other City Funds. These general benefits are more than adequately offset by the substantial contribution
from the ad valorem street lighting assessment.
WI LLDAN I Page 7
Financial Services
Engineer's Report
City of Santa Clarita — Streetlight Maintenance District No. 1
Annexation No. L-90
For Fiscal Year 2011-12, the parcels originally included in Streetlight Maintenance District No. 1 will
continue with the rate schedule as used by Los Angeles County at the time of the transfer of jurisdiction in
1998. Parcels annexed into the District after 1998 are assessed at a higher rate as approved by the City
Council.
The Landscape and Lighting Act of 1972 indicates that lighting assessments may be apportioned by any
formula or method which fairly distributes costs among all lots or parcels within the District in proportion to
the estimated benefits received. The primary benefits of street lighting are for the convenience, safety, and
protection of people and to a lesser extent the security or protection of property, property improvements,
and goods. The intensity or degree of illumination provided can have a bearing on both.
The proposed maximum assessment rate for Fiscal Year 2010-11 was $57.27 per equivalent benefit unit
(per EBU). This maximum assessment rate may increase based on the annual change in the Consumer
Price Index (CPI), during the preceding year, for All Urban Consumers, for the Los Angeles, Riverside and
Orange County areas, published by the United States Department of Labor, Bureau of Labor Statistics (or a
reasonably equivalent index should the stated index be discontinued). Applying this inflationary adjustment
to the Fiscal Year 2010-11 rate of $57.27 per EBU it is estimated that the maximum assessment rate for
Fiscal Year 2011-12 will be $58.99 per EBU based on the annual percentage change of 3.0% for the period
of March 2010 to March 2011, which was the most recent CPI adjustment published by the United States
Department of Labor, Bureau of Labor Statistics at the time this report was prepared.
The following information can be used to determine the unit count per parcel.
Based on land use information provided by the County Assessor, it has been determined that
approximately 96 percent of the parcels in the existing district are in a residential category. Approximately
95 percent are single-family homes or condominiums, and the remaining residential properties are
comprised of duplexes, triplexes, or apartments. In view of this and the benefits derived by the family unit,
both at and in the proximity of their property, a value of 1 has been assigned to the basic family unit or
Equivalent Benefit Unit (EBU), i.e. the single-family home or condominium. The existing district includes
some properties that may not actually have streetlights in their block but which do receive a neighborhood
benefit from the lights in the area. These properties were also included in the District. Therefore a value of
1/2 was given to "People Use" while "Intensity" and "Security Benefit" were each rated at 1/4 to form the
basic unit. Parcels in other land use categories were then rated by comparison with the basic EBU.
In the remainder of the residential category, which is comprised of multiple rental type properties, the value
for Intensity would remain at 1/4, but the other two items would increase in proportion to the number of
family dwelling units on the parcel. For example, a duplex was assigned 1/4 for Intensity, 1 for People Use
and 1/2 for Security Benefit for a total of 1-3/4 EBU's. The owner of such property would therefore pay 1-
3/4 times as much for lighting as the owner of a single-family unit. In consideration of the distance some
units would be from the lighted roadway, Security Benefits in the residential category would not be
increased beyond a value of 1. Thus, a 5 -unit apartment would be assigned 1/4 for Intensity, 2-1/2 for
People Use and 1 for Security Benefits for a total of 3-3/4 EBU's. As the number of apartments on a parcel
increases, the service charge units assigned for people would follow a declining scale.
W1 LLDAN I Page 8
Financial Services
Engineer's Report
City of Santa Clarita - Streetlight Maintenance District No. 1
Annexation No. L-90
Table 1 below summarizes the Residential EBU Calculations:
Table 1 - EBU Calculations for Residential Parcels
RESIDENTIAL CLASSIFICATIONS
People Use
Security
Intensity
Total EBUs
SFR and Condos
0.50
0.25
0.25 =
1.00 per parcel
APT2 Apartments (2-4 units)
112 x units
0.25 x units
0.25
2
1.00
0.50
0.25 =
1.75 per parcel
3
1.50
0.75
0.25 =
2.50 per parcel
4
2.00
1.00
0.25 =
3.25 per parcel
APT5 Apartments (5-20 units)
112 x units
1.00
0.25
5
2.50
1.00
0.25 =
3.75 per parcel
20
10.00
1.00
0.25 =
11.25 per parcel
APT21 Apartments (21-50 units)
113 x (units -20)
+ the total EBU for a 20 -unit apartment
50
10.00
+ 11.25
=
21.25 per parcel
APT51 Apartments (51-100 units)
1l4 x (units -50)
+ the total EBU for a 50 -unit apartment
100
12.50
+ 21.25
=
33.75 per parcel
APT101 Apartments (100+ units)
115 x (units -100)
+ the total EBU for a 100 -unit apartment
101
0.20
+ 33.75
=
33.95 per parcel
175
15.00
+ 33.75
=
48.75 per parcel
200
20.00
+ 33.75
=
53.75 per parcel
The non-residential lots or parcels are separated into 38 land use categories as determined by the County
Assessor. Equivalent Benefit Units (EBU's) are assigned on the basis of average benefits for different
groups of land uses, Groups A -K. Properties within the 10 land use categories in Group K varied widely
from the norm and therefore these lots or parcels were considered on an individual basis. Each of the
parcels or lots in these land use categories was identified on the official lighting district maps and each
streetlight or portion thereof in the immediate proximity of the lots or parcels benefiting the lots or parcels
was assigned a number of units as identified below. The total number of EBU's so determined for that
category would be distributed among the lots or parcels in that category in proportion to the lot or parcel
area as shown in the table below. A minimum of 3 EBU's would be assessed to each lot or parcel to be
compatible with group D which contains many of the smaller business categories. Several large lots or
parcels in outlying areas within the existing lighting district have no lights in the immediate proximity and
therefore those lots or parcels would be assessed the minimum amount. Since benefits have been related
to property use, no charge would be assessed on vacant parcels within the district.
AA/WILLDAN I Page 9
Financia Services
Engineer's Report
City of Santa Clarita - Streetlight Maintenance District No. 1
Annexation No. L-90
Table 2 below summarizes the Non -Residential EBU Calculations:
Table 2 - EBU Calculations for Non -Residential Parcels
NON-RESIDENTIAL CLASSIFICATIONS
People Use Security
Intensity
Total EBUs
GRP -A
Group A
Irrigated Farms, Dry Farms, Cemeteries, Dump Sites
1 EBU minimum charge per parcel
1.00 per parcel
Animal Kennels, Nurseries and greenhouses, Industrial
GRP -B
Group B
parking lots, Churches, Private Schools, Petroleum and
1.00
0.50
0.50 =
2.00 per parcel
Gas, Utility
GRP -C
Group C
Commercial Parking Lots
1.00
0.50
1.00 =
2.50 per parcel
Office & Professional building, Bank, Savings & Loan,
GRP -D
Group D
Service Shop, Lumber Yard, Golf Course, Race
1.00
1.00
1.00 =
3.00 per parcel
track/stable, Camp, Home for the Aged
GRP -E
Group E
Store, Store w/ office or residence, Service Station, Club
2.00
1.00
1.00 =
4.00 per parcel
& Lodge Hall
GRP -F
Group F
Rooming House (same as 6 unit apartment)
1.00
3.00
0.25 =
4.25 per parcel
GRP -G
Group G
Restaurant, Theater
3.00
1.00
1.00 =
5.00 per parcel
GRP -H
Group H
Light Manufacturing, Food Processing Plant,
2.00
2.00
1.00 =
5.00 per parcel
Warehousing
GRP -I
Group I
Auto, Recreational Equipment Sales & Service
2.00
2.00
2.00 =
6.00 per parcel
GRP -J
Group J
Market, Bowling Alley, Skating Rink, Department Store,
4.00
2.00
2.00 =
8.00 per parcel
Hotel/Motel, Mobile Home Park
Group K
All parcels in Group K are assessed a minimum of 3 EBU's
GRP -K1
Group K-1
3.00
1.00
1.25 =
5.25
Open Storage
0.014973 per 100 Sq Ft of lot
Mineral Processing
0.005615 per 100 SgFt of lot
GRP -K2
Group K-2
4.00
1.00
1.25 =
6.25
Private College/University
0.001736 per 100 SgFt of lot
Wholesale and manufacturing outlets
0.059858 per 100 SgFt of lot
Athletic and Amusement Facilities
0.027431 per 100 SgFt of lot
Heavy Manufacturing
0.006382 per 100 SgFt of lot
Hospitals
0.012886 per 100 SgFt of lot
GRP -K3
Group K-3
4.00
1.00
1.50 =
6.50
Motion Picture, Radio, T.V.
0.010938 per 100 SgFt of lot
Neighborhood Shopping Center
0.014449 per 100 SgFt of lot
Regional Shopping Center
0.021812 per 100 SgFt of lot
Vacant
0.00
0.00
0.00 =
0.00 per parcel
AA/WILLDAN { Page 10
Financia3 Services I
Engineer's Report
City of Santa Clarita — Streetlight Maintenance District No. 1
Annexation No. L-90
91.11
11119
ky,
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The Assessment Diagram for the existing Santa Clarita Streetlight Maintenance District No. 1 including
previous annexations is on file at the City and by reference herein is made part of this Report. The
Assessment Diagram for Annexation L-90 is provided on the following page and the parcels that comprise
Annexation L-90, consist of all lots, parcels and subdivisions of land listed on the Assessment Roll
contained herein as Part E, the lines and dimensions of which are shown on the Los Angeles County
Assessor's parcel maps for the current year and are incorporated by reference herein and made part of this
report.
Wf LLDAN � Page 11
Financia; Services
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Engineer's Report
City of Santa Clarita — Streetlight Maintenance District No. 1
Annexation No. L-90
All assessed lots or parcels of real property within Annexation L-90 are listed on the assessment roll below.
This assessment roll identifies each Assessor's Parcel Number included in Annexation L-90 and the
parcel's corresponding land use and proposed maximum assessment for Fiscal Year 2011/2012. These
lots or parcels are more particularly described in the County Assessor's Roll, which is on file in the office of
the Los Angeles County Assessor and by reference is made a part of this report.
The maximum assessment rate for Streetlight Maintenance District No. 1 and the calculated proportional
assessment amount for each parcel, including Annexation No. L-90 includes an annual inflationary
adjustment (yearly increase), based upon the percentage increase in the Consumer Price Index for All
Urban Consumers, for the Los Angeles -Riverside -Orange County Area ("CPI"), as determined by the
United States Department of Labor, Bureau of Labor Statistics, or its successor. Each fiscal year, the
assessment engineer shall compute the percentage difference between the CPI of each current year and
the CPI for the previous year, and shall then adjust the existing maximum assessment rate by the increase
in this percentage for the following fiscal year. Should the Bureau of Labor Statistics revise such index or
discontinue the preparation of such index, the engineer shall use the revised index or a comparable system
as approved by the City Council for determining fluctuations in the cost of living. The assessment rate
applied in any one fiscal year will not exceed this adjusted maximum assessment rate.
APN
Land Use
Designation
Units/Acreage
EBU
Proposed
Maximum
Rate
FY 11-12
Proposed
Maximum
Assessment
FY 11-12
2827-007-026
Group H
0.51 Acres
5.000
$58.99
$ 294.95
2827-007-031
Group H
0.98 Acres
5.000
$58.99
$ 294.95
2833-016-900
APT21
33 Units
15.583
$58.99
$ 919.24
2836-015-021
Group H
2.42 Acres
5.000
$58.99
$ 294.95
2836-015-024
Group H
4.00 Acres
5.000
$58.99
$ 294.95
2836-015-025
Group H
5.77 Acres
5.000
$58.99
$ 294.95
2836-015-026
Group H
1.80 Acres
5.000
$58.99
$ 294.95
2836-027-081
APT2
2 Units
1.750
$58.99
$ 103.23
2849-021-020
Group 1
0.47 Acres
6.000
$58.99
$ 353.94
53.333
$ 3,146.11
Willdan Financial Senices Page 13