HomeMy WebLinkAbout2012-05-22 - AGENDA REPORTS - SD ANNUAL LEVY ASMT (2)Agenda Item• 17
CITY OF SANTA CLARITA
AGENDA REPORT
PUBLIC HEARING City Manager Approval: -
Item to be presented by: Kevin Tonoian
DATE: May 22, 2012
SUBJECT: ANNUAL LEVY OF ASSESSMENTS FOR SPECIAL DISTRICTS
DEPARTMENT: Administrative Services
RECOMMENDED ACTION
City Council:
1. Conduct a public hearing.
2. Adopt the resolutions approving the Engineer's Reports for the Fiscal Year 2012/13 annual
levy of assessments for the continuation of maintenance for the following special districts:
Drainage Benefit Assessment Areas, Landscape Maintenance Districts, Streetlight
Maintenance District, the Golden Valley Ranch Open Space Maintenance District, and the
Tourism Marketing District.
BACKGROUND
For the City Council's consideration, this report presents the Final Engineer's Reports for the
special districts identified below. Specifically, staff is requesting approval to direct the City's
contract assessment engineer, Willdan Financial Services, to transmit all necessary assessment
data to the Los Angeles County Auditor Controller for inclusion on the Fiscal Year 2012/13
Property Tax Rolls.
1. Drainage Benefit Assessment Areas (DBAA) 3, 6, 18, 19, 20, 22, 2008-1, and 2008-2
2. Landscape Maintenance District (LMD) Nos. 1 and T-1
3. Streetlight Maintenance District (SMD) No. 1
4. Golden Valley Ranch Open Space Maintenance District (GVROS)
5. Tourism Marketing District (TMD)
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These proposed special districts actions are authorized by State Law as outlined in Article XIIID
of the California Constitution (Proposition 218) and required to levy assessment on properties
receiving special benefits.
Special landscape benefits are conferred upon approximately 25,000 homes and businesses
encompassing 41 individual Landscape Maintenance District (LMD) zones of varying size and
amenities, each of whom pay for this benefit through a special assessment appearing on their
annual property tax bill. City staff takes a very conservative fiscal approach to the management
of these zones, has implemented many cost -savings measures, and aggressively rebids landscape
contracts to keep operational costs low.
For special districts, where rate escalators have been authorized by parcel owners and are a
component of the base rate, the maximum annual assessment rate adjusts automatically. The
City Council may levy assessment rates up to or less than the maximum assessment rate.
Although maximum assessment rates may adjust automatically, the actual assessment levied each
year must be approved by the City Council following a public hearing. The Annual Consumer
Price Index (CPI) increase for the previous year through March of 2012 is equal to 2.02 percent.
The inclusion of CPI escalators allows the City to maintain and provide a consistent level of
landscape service to each of our LMD zones. This provides maximum flexibility to meet future
maintenance needs or for the City to be responsive to requests identified by the community for
new projects or increased levels in landscape services. For FY 2012/13, staff is recommending
the City Council levy less than the maximum rate for 19 of the City's 40 active Landscape
Maintenance District zones.
Assessment rates recommended to the City Council each year are determined based on the
specific needs of each LMD zone. For zones where staff is recommending the inclusion of CPI
into the proposed FY 2012/13 levy, the two cost centers impacting the annual levy most are
contractual landscape maintenance services and irrigation. For a typical LMD zone, contractual
maintenance contracts represent 39 percent of the total annual operational cost. Each of the
City's landscape maintenance contracts includes a provision which allows vendors an increase
equal to CPI.
Additionally, the irrigation costs for a typical LMD zone represent approximately 24 percent of
the total annual operational budget. In Fiscal Year 2010/11, actual LMD irrigation costs
exceeded $1.7 million. CPI allows the City to offset increased water costs, which for the
Valencia Water Company and Santa Clarita Water Division rose by 4.0 percent and 7.2 percent
respectfully during the past year. While City staff continues to implement new technologies to
manage irrigation resources and has reduced the LMD's total water usage by 1.8 million gallons
in the last year, LMD's overall water costs have increased by more than $600,000 annually in the
last three years.
A detailed spreadsheet which identifies and provides background information for each LMD
zones with recommended levies in Fiscal Year 2012/13 equal to the annual increase of CPI has
been included as an attachment to this report.
=Z
For the Tourism Marketing District, each business in the Benefit Zone shall pay a charge of 2
percent of total room rents charged and received from transient hotel guests who do not make the
hotel their principal place of residence.
Brief descriptions of the four special districts and the Tourism Marketing District are as follows:
Draina e Benefit Assessment Areas (DBAA)
Eight separate DBAAs are administered by the City. Each DBAA benefits properties by
preventing groundwater from rising to a point where property damage could occur and/or
channeling surface or sub -surface water to drainage areas. Combined, the DBAAs are equipped
with four pump stations, five flow meters, 22 hydraugers, 38 observation wells, and various
surface and sub -surface drainage systems.
Landscape Maintenance District (LMD)
Forty-one active financially independent Landscape Maintenance Districts are administered by
the City. Each LMD confers a combination of special and general benefits upon properties
through enhanced landscaping. These combined LMD zones, primarily administered through
contracts, encompass approximately 1,000 acres of landscape areas including street medians,
parkways, side -panels, three parks, numerous monument signs, more than 20 miles of paseos,
and 30,000 trees.
Streetlight Maintenance District (SMD)
The Streetlight Maintenance District benefits properties by funding energy and maintenance costs
associated with the streetlights and traffic signals. There are approximately 15,710 streetlights
within the City.
Golden Valley Ranch Open Space Maintenance District
As a condition of project approval, the City Council required the Golden Valley Ranch
development to create an open space maintenance district. The Golden Valley Ranch Open
Space District is comprised of 900 plus acres of natural and undeveloped land, which is
administered by the City through contracts for park ranger services.
Tourism Marketing District (TMD)
As part of the 21 -Point Business Plan for Progress, the Tourism Marketing District (TMD) was
established to provide an assessment of two percent assessed by local hotels on visitors. These
funds are used to market the City of Santa Clarita as a tourism destination and attract
high-quality and high -economic impact events to the City.
—9—
ALTERNATIVE ACTIONS
Other direction as determined by City Council.
FISCAL IMPACT
There is no impact to the General Fund associated with these actions. Adequate special district
monies to fund preparation of the attached Engineer's Reports were previously appropriated by
the City Council as part of the Fiscal Year 2011/12 Annual Budget process.
ATTACHMENTS
Resolution - Drainage Benefit Assessment Areas Annual Levy FY2011/12
Resolution - Landscape Maintenance District Annual Levy FY2011/12
Resolution - Streetlight Maintenance District Annual Levy FY 2011/12
Resolution - Golden Valley Ranch Open Space Maintenance District Annual Levy FY 2011/12
Resolution - Continuation of TMD
-FY 12/13 Recommended Rate Table
Tourism Marketing District Annual Report (Available in City Clerk's Reading File)
Tourism Marketing District Map of Hotels (Available in City Clerk's Reading File)
FY 2012/13 Engineer's Report - Drainage Benefit Assessment Area (Available in City Clerk's
Reading File)
FY 2012/13 Engineer's Report - Golden Valley Ranch Open Space Maintenance District
(Available in City Clerk's Reading File)
FY 2012/13 Engineer's Report - Landscape Maintenance District (Available in City Clerk's
Reading File)
FY 2012/13 Engineer's Report - Streetlight Maintenance District (Available in City Clerk's
Reading File)
RESOLUTION NO. 12-
A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF SANTA CLARITA, CALIFORNIA,
APPROVING THE FINAL ENGINEER'S ANNUAL LEVY REPORT,
ORDERING THE LEVY AND COLLECTION OF ASSESSMENTS AND
CONTINUED MAINTENANCE FOR THE CITY OF SANTA CLARITA DRAINAGE
BENEFIT ASSESSMENT AREA NOS. 3, 6,18,19,20,22,2008-1,
and 2008-2 FOR FISCAL YEAR 2012/13
WHEREAS, the City Council, pursuant to the provisions of the Benefit Assessment Act
of 1982, Chapter 6.4 of Part 1 of Division 2 of Title 5 of the California Government Code,
commencing with Section 54703 (Act) did by previous Resolution, order the Willdan Financial
Services (Engineer) to prepare and file a report in connection with the proposed levy and
collection of assessments for the assessment district known and designated as the City of Santa
Clarita Drainage Benefit Assessment Area Nos. 3, 6, 18, 19, 20, 22, 2008-1, and 2008-2 (Areas)
for the fiscal year commencing July 1, 2012, and ending June 30, 2013; and
WHEREAS, said Resolution was duly and legally published in the time, form, and
manner as required by law and which Resolution is on file in the office of the City Clerk; and
WHEREAS, the Engineer has prepared and filed with the City Clerk of the City of Santa
Clarita and the City Clerk has presented to the City Council such report entitled "Final
Engineer's Report, City of Santa Clarita Drainage Benefit Assessment Area Nos. 3, 6, 18, 19, 20,
22, 2008-1, and 2008-2, Fiscal Year 2012/13" (Report); and
WHEREAS, the City Council has carefully examined and reviewed the Report as
presented, and is satisfied with each and all of the items and documents as set forth therein, and
finds that the levy has been spread in accordance with the special benefits received from the
improvements, operation, maintenance, and services to be performed, as set forth in said Report;
and
WHEREAS, the City Council desires to levy and collect assessments against parcels of
land within the Areas for the fiscal year commencing July 1, 2012, and ending June 30, 2013, to
pay the costs and expenses of operating, maintaining, and servicing the improvements within the
Areas; and
WHEREAS, the assessment rates within the Areas are exempt from the assessment
balloting procedures set forth in Section 4 of Proposition 218, because they were formed by
consent of the landowners, and the proposed assessments per lot or parcel are not proposed to
increase by more than the assessment rates approved by the landowners at the time of annexation
into the Areas.
NOW, THEREFORE, the City Council of the City of Santa Clarita does hereby resolve as
follows:
SECTION 1. The above recitals are all true and correct.
SECTION 2. The Final Engineer's Report as presented consists of the following:
a. Plans and specifications describing the general nature, location, and extent of the
improvements to be maintained and of the maintenance work;
b. Estimate of the cost of maintenance of the improvements for the Areas for the Fiscal
Year 2012/13; .
c. An annual assessment for Fiscal Year 2012/13 of the estimated costs of the
maintenance of those improvements to be maintained during such fiscal year,
assessing the net amount upon all assessable lots and/or parcels within the Areas in
proportion to the special benefits received; together with a formula pursuant to which
such annual assessment may be adjusted annually for inflation pursuant to the
Assessment Law without the necessity for additional assessment ballot procedures.
The Final Engineer's Report, as presented, is hereby approved, and is ordered to be filed
in the office of the Clerk of the City Council as a permanent record and to remain open to public
inspection.
SECTION 3. The Clerk of the City Council shall certify to the passage and adoption of
this Resolution, and the minutes of this meeting shall so reflect the presentation of the
Assessment Engineer's Report.
SECTION 4. That the City hereby proposes an annual levy of assessments for Santa
Clarita Drainage Benefit Assessment Area Nos. 3, 6, 18, 19, 20, 22, 2008-1, and 2008-2 thereon
to provide for the following work:
The maintenance of drainage improvements shall include the furnishing of services and
materials for the ordinary and usual maintenance, operation, and servicing of the improvements.
SECTION 5. Following notice duly given, the City Council has held a full and fair
Public Hearing regarding its Resolution approving and or amending the Report prepared in
connection therewith; the levy and collection of assessments, and considered all oral and written
statements, protests and communications made or filed by interested persons.
SECTION 6. The City Council hereby finds that each and every part of the Engineer's
Report is sufficient, and the City Council hereby approves, passes on, and adopts the Engineer's
Report as submitted to the City Council and filed with the City Clerk.
2
SECTION 7. The City Council does hereby reference the Engineer's Report, which
indicates the amount of the assessments, the Areas' boundaries, detailed descriptions of the
improvements, and the methods of assessment. The Engineer's Report is on file in the office of
the City Clerk, and reference to the Engineer's Report is hereby made for all particulars.
SECTION 8. The City Council hereby directs staff to file said assessments with the
County Auditor for collection with the regular property taxes for Fiscal Year 2012/13.
SECTION 9. The City Clerk shall certify to the adoption of this Resolution.
PASSED, APPROVED, AND ADOPTED this _th day of May, 2012.
YOR
ATTEST:
CITY CLERK
DATE:
STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) ss.
CITY OF SANTA CLARITA )
I, Sarah Gorman, Esq., 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, by the following vote:
AYES: COUNCILMEMBERS:
NOES: COUNCILMEMBERS:
ABSENT: COUNCILMEMBERS:
CITY CLERK
3 I—
STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) ss.
CITY OF SANTA CLARITA )
CERTIFICATION OF
CITY COUNCIL RESOLUTION
I, Sarah Gorman, Esq,City Clerk of the City of Santa Clarita, do hereby certify that this is a true
and correct copy of the original Resolution , adopted by the City Council of the City of Santa
Clarita, California on , which is now on file in my office.
Witness my hand and seal of the City of Santa Clarita, California, this.
City Clerk
By
Deputy City Clerk
MM
RESOLUTION NO. 12-
A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF SANTA CLARITA, CALIFORNIA, APPROVING
THE FINAL ENGINEER'S ANNUAL LEVY REPORT, ORDERING
THE LEVY AND COLLECTION OF ASSESSMENTS ORDERING CONTINUED
MAINTENANCE FOR ALL ZONES WITHIN THE CITY OF SANTA CLARITA
LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NOS. 1
AND T1 FOR FISCAL YEAR 2012/13
WHEREAS, the City Council, pursuant to the provisions of the Landscape and Lighting
Act of 1972, Part 2, Division 15 of the California Streets and Highways Code (commencing with
Section 22500) (hereafter referred to as the "Act") did by previous Resolution, order the
Engineer, Willdan Financial Services, to prepare and file a report in accordance with Chapter 1,
Article 4, of the Act, commencing with Section 22565, in connection with the proposed levy and
collection of assessments for the Santa Clarita Landscape Maintenance District Nos. 1 and T1
comprising of Zone Nos. 1, 2, 3, 4, 5, 6, 7, 7A, 8, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26,
27,28,2008-1, Tl, T2, T3, T4, T5, T6, T7, T8, T17, T23, T23A, T23B, T29, T31, T1-31, T46,
T47 and T52 (Districts) for the fiscal year commencing July 1, 2012, and ending June 30, 2013;
and
WHEREAS, said Resolution was duly and legally published in the time, form, and
manner as required by law and which Resolution is on file in the office of the City Clerk; and
WHEREAS, the Engineer has prepared and filed with the City Clerk of the City of Santa
Clarita and the City Clerk has presented to the City Council such report entitled "Final
Engineer's Report, City of Santa Clarita Landscape Maintenance District Nos. 1 and Tl, Fiscal
Year 2012/13" (Report); and
WHEREAS, the City Council has carefully examined and reviewed the Report as
presented, and is satisfied with each and all of the items and documents as set forth therein, and
finds that the levy has been spread in accordance with the special benefits received from the
improvements, operation, maintenance, and services to be performed, as set forth in said Report;
and
WHEREAS, the City Council desires to levy and collect assessments against parcels of
land within the Districts for the fiscal year commencing July 1, 2012, and ending June 30, 2013,
to pay the costs and expenses of operating, maintaining, and servicing the improvements within
the Districts; and
WHEREAS, the assessment rates within the Districts are exempt from the assessment
balloting procedures set forth in Section 4 of Proposition 218 because the Districts were formed
by consent of the landowners, and the proposed assessments per lot or parcel are not proposed to
increase by more than the assessment rates approved by the landowners at the time of annexation
into the Districts.
NOW, THEREFORE, the City Council of the City of Santa Clarita does hereby resolve as
follows:
SECTION 1. That the above recitals are all true and correct.
SECTION 2. The Final Engineer's Report as presented consist of the following:
a. Plans and specifications describing the general nature, location, and extent of the
improvements to be maintained and of the maintenance work;
b. Estimate of the cost of maintenance of the improvements for the Districts for the
Fiscal Year 2012/13;
c. An annual assessment for Fiscal Year 2012/13 of the estimated costs of the
maintenance of those improvements to be maintained during such fiscal year,
assessing the net amount upon all assessable lots and/or parcels within the Districts in
proportion to the special benefits received; together with a formula pursuant to which
such annual assessment may be adjusted annually for inflation pursuant to the
Assessment Law without the necessity for additional assessment ballot procedures.
The Final Engineer's Report, as presented, is hereby approved, and is ordered to be filed'
in the office of the Clerk of the City Council as a permanent record and to remain open to public
inspection.
SECTION 3. The Clerk of the City Council shall certify to the passage and adoption of
this Resolution, and the minutes of this meeting shall so reflect the presentation of the
Assessment Engineer's Report.
SECTION 4. That the City hereby proposes an annual levy of assessments for Santa
Clarita Landscape Maintenance District Nos. 1 and Tl thereon to provide for the following work:
The installation, construction, or maintenance of any authorized improvements under the
Act, including, but not limited to, landscape and irrigation improvements and any facilities which
are appurtenant to any of the aforementioned or which are necessary or convenient for the
maintenance or servicing thereof.
SECTION 5. Following notice duly given, the City Council has held a full and fair
Public Hearing regarding its Resolution approving and or amending the Report prepared in
connection therewith; the levy and collection of assessments, and considered all oral and written
statements, protests and communications made or filed by interested persons.
SECTION 6. The City Council hereby finds that each and every part of the Engineer's
Report is sufficient, and the City Council hereby approves, passes on, and adopts the Engineer's
2 11 is
Report as submitted to the City Council and filed with the City Clerk.
SECTION 7. The City Council does hereby reference the Engineer's Report, which
indicate the amount of the assessments, the Districts' boundaries, description of improvements,
and the methods of assessment. The Engineer's Report is on file in the office of the City Clerk,
and reference to the Engineer's Report is hereby made for all particulars.
SECTION 8. The City Council hereby directs staff to file said assessments with the
County Auditor for collection with the regular property taxes for Fiscal Year 2012/13.
SECTION 9. The City Clerk shall certify to the adoption of this Resolution.
PASSED, APPROVED, AND ADOPTED this _th day of May, 2012.
MAYOR
CITY CLERK
DATE:
STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) ss.
CITY OF SANTA CLARITA )
I, Sarah Gorman, Esq., 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 , by the following vote:
AYES: COUNCILMEMBERS:
NOES: COUNCILMEMBERS:
ABSENT: COUNCILMEMBERS:
CITY CLERK
3 1 /�
STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) ss.
CITY OF SANTA CLARITA )
CERTIFICATION OF
CITY COUNCIL RESOLUTION
I, Sarah Gorman, Esq., City Clerk of the City of Santa Clarita, hereby certify that this is a true
and correct copy of the original Resolution , adopted by the City Council of the City of Santa
Clarita, California on , which is now on file in my office.
Witness my hand and seal of the City of Santa Clarita, California, this.
City Clerk
By
Deputy City Clerk
—12—
RESOLUTION NO. 12-
A RESOLUTION OF THE CITY COUNCIL OF THE
CITY OF SANTA CLARITA, CALIFORNIA, APPROVING
THE FINAL ENGINEER'S ANNUAL LEVY REPORT, ORDERING
THE LEVY AND COLLECTION OF ASSESSMENTS AND
CONTINUED MAINTENANCE FOR THE CITY OF SANTA CLARITA
STREETLIGHT MAINTENANCE DISTRICT NO. 1 FOR FISCAL YEAR 2012/13
WHEREAS, the City Council, pursuant to the provisions of the Landscape and Lighting
Act of 1972, being Division 15 of the California Streets and Highways Code, commencing with
Section 22500 (Act) did by previous Resolution, order Willdan Financial Services (Engineer) to
prepare and file a report in accordance with Chapter 1, Article 4, of the Act, commencing with
Section 22565, in connection with the proposed levy and collection of assessments for the City of
Santa Clarita Streetlight Maintenance District No. 1 (District) for the fiscal year commencing
July 1, 2012, and ending June 30, 2013; and
WHEREAS, said Resolution was duly and legally published in the time, form, and
manner as required by law and which Resolution is on file in the office of the City Clerk; and
WHEREAS, the Engineer has prepared and filed with the City Clerk of the City of Santa
Clarita and the City Clerk has presented to the City Council such report entitled "Final
Engineer's Report, City of Santa Clarita Streetlight Maintenance District No. 1, Fiscal Year
2012/13" (Report); and
WHEREAS, the City Council has carefully examined and reviewed the Report as
presented, and is satisfied with each and all of the items and documents as set forth therein, and
finds that the levy has been spread in accordance with the special benefits received from the
improvements, operation, maintenance, and services to be performed, as set forth in said Report;
and
WHEREAS, the City Council desires to levy and collect assessments against parcels of
land within. the District for the fiscal year commencing July 1, 2012, and ending June 30, 2013,,
to pay the costs and expenses of operating, maintaining, and servicing the improvements within
the District; and
WHEREAS, the assessment rates within the District are exempt from the assessment
balloting procedures set forth in Section 4 of Proposition 218 because the District was formed by
consent of the landowners, and the proposed assessments per lot or parcel are not proposed to
increase by more than the assessment rates approved by the landowners at the time of annexation
into the District.
NOW, THEREFORE, the City Council of the City of Santa Clarita does hereby resolve as
follows:
SECTION 1. The above recitals are all true and correct.
SECTION 2. The Final Engineer's Report as presented consists of the following:
a. Plans and specifications describing the general nature, location, and extent of the
improvements to be maintained and of the maintenance work;
b. Estimate of the cost of maintenance of the improvements for the District for the Fiscal
Year 2012/13;
c. An annual assessment for Fiscal Year 2012/13 of the estimated costs of the
maintenance of those improvements to be maintained during such fiscal year,
assessing the net amount upon all assessable lots and/or parcels within the District in
proportion to the special benefits received; together with a formula pursuant to which
such annual assessment may be adjusted annually for inflation pursuant to the
Assessment Law without the necessity for additional assessment ballot procedures.
The Final Engineer's Report, as presented, is hereby approved, and is ordered to be filed
in the office of the Clerk of the City Council as a permanent record and to remain open to public
inspection.
SECTION 3. The Clerk of the City Council shall certify to the passage and adoption of
this Resolution, and the minutes of this meeting shall so reflect the presentation of the
Assessment Engineer's Report.
SECTION 4. That the City hereby proposes an annual levy of assessments for Santa
Clarita Streetlight Maintenance District No. 1 thereon to provide for the following work.
Installation, construction, or maintenance of any authorized improvements under the Act,
including, but not limited to, streetlight improvements and any facilities which are appurtenant to
any of the aforementioned or which are necessary or convenient for the maintenance or servicing
thereof.
SECTION 5. Following notice duly given, the City Council has held a full and fair
Public Hearing regarding its Resolution approving and or amending the Report prepared in
connection therewith; the levy and collection of assessments, and considered all oral and written
statements, protests and communications made or filed by interested persons.
SECTION 6. The City Council hereby finds that each and every part of the Engineer's
Report is sufficient, and the City Council hereby approves, passes on, and adopts the Engineer's
Report as submitted to the City Council and filed with the City Clerk.
SECTION 7. The City Council does hereby reference the Engineer's Report, which
indicates the amount of the assessments, the District's boundaries, detailed description of
2 1/ —
improvements and the method of assessment. The Engineer's Report is on file in the office of
the City Clerk, and reference to the Engineer's Report is hereby made for all particulars.
SECTION 8. The City Council hereby directs staff to file said assessments with the
County Auditor for collection with the regular property taxes for Fiscal Year 2012/13.
SECTION 9. The City Clerk shall certify to the adoption of this Resolution.
PASSED, APPROVED, AND ADOPTED this th day of May, 2012.
MAYOR
ATTEST:
CITY CLERK
DATE:
STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) ss.
CITY OF SANTA CLARITA )
I, Sarah Gorman, Esq., 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 , by the following vote:
AYES: COUNCILMEMBERS:
NOES: COUNCILMEMBERS:
ABSENT: COUNCILMEMBERS:
CITY CLERK
3 _ /57'
STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) ss.
CITY OF SANTA CLARITA )
CERTIFICATION OF
CITY COUNCIL RESOLUTION
I, Sarah Gorman,Esq., City Clerk of the City of Santa Clarita, do hereby certify that this is a true
and correct copy of the original Resolution , adopted by the City Council of the City of Santa
Clarita, Califomia on , which is now on file in my office.
Witness my hand and seal of the City of Santa Clarita, California, this .
City Clerk
FA
Deputy City Clerk
4 Ac,—
RESOLUTION NO. 12-
A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF SANTA CLARITA, CALIFORNIA,
APPROVING THE FINAL ENGINEER'S ANNUAL LEVY REPORT,
ORDERING THE LEVY AND COLLECTION OF ASSESSMENTS AND
CONTINUED MAINTENANCE FOR THE CITY OF SANTA CLARITA
GOLDEN VALLEY RANCH OPEN SPACE MAINTENANCE
DISTRICT FOR FISCAL YEAR 2012/13
WHEREAS, the City Council, pursuant to the provisions of the Landscape and Lighting
Act of 1972, being Division 15 of the California Streets and Highways Code, commencing with
Section 22500 (Act) did by previous Resolution, order Willdan Financial Services (Engineer) to
prepare and file a report in accordance with Chapter 1, Article 4, of the Act, commencing with
Section 22565, in connection with the proposed levy and collection of assessments for the City of
Santa Clarita Golden Valley Ranch Open Space Maintenance District (District), for the fiscal
year commencing July 1, 2012, and ending June 30, 2013; and
WHEREAS, said Resolution was duly and legally published in the time, form, and
manner as required by law and which Resolution is on file in the office of the City Clerk; and
WHEREAS, the Engineer has prepared and filed with the City Clerk of the City of Santa
Clarita and the City Clerk has presented to the City Council such report entitled "Final
Engineer's Report, City of Santa Clarita Golden Valley Ranch Open Space Maintenance District,
Fiscal Year 2012/13" (Report); and
WHEREAS, the City Council has carefully examined and reviewed the Report as
presented, and is satisfied with each and all of the items and documents as set forth therein, and
finds that the levy has been spread in accordance with the special benefits received from the
improvements, operation, maintenance, and services to be performed, as set forth in said Report;
and
WHEREAS, the City Council desires to levy and collect assessments against parcels of
land within the District for the fiscal year commencing July 1, 2012, and ending June 30, 2013,
to pay the costs and expenses of operating, maintaining, and servicing the improvements within
the District; and
WHEREAS, the assessment rates within the District are exempt from the assessment
balloting procedures set forth in Section 4 of Proposition 218 because the District was formed by
consent of the landowners, and the proposed assessments per lot or parcel are not proposed to
increase by more than the assessment rates approved by the landowners at the time of annexation
into the District.
-/I-
NOW, THEREFORE, the City Council of the City of Santa Clarita does hereby resolve as
,follows:
SECTION 1. The above recitals are all true and correct.
SECTION 2. The Final Engineer's Report as presented consists of the following:
a. Plans and specifications describing the general nature, location, and extent of the
improvements to be maintained and of the maintenance work;
b. Estimate of the cost of maintenance of the improvements for the District for the Fiscal
Year 2012/2013;
c. An annual assessment for Fiscal Year 2012/2013 of the estimated costs of the
maintenance of those improvements to be maintained during such fiscal year,
assessing the net amount upon all assessable lots and/or parcels within the District in
proportion to the special benefits received; together with a formula pursuant to which
such annual assessment may be adjusted annually for inflation pursuant to the
Assessment Law without the necessity for additional assessment ballot procedures.
The Final Engineer's Report, as presented, is hereby approved, and is ordered to be filed
in the office of the Clerk of the City Council as a permanent record and to remain open to public
inspection.
SECTION 3. The Clerk of the City Council shall certify to the passage and adoption of
this Resolution, and the minutes of this meeting shall so reflect the presentation of the
Assessment Engineer's Report.
SECTION 4. That the City hereby proposes an annual levy of assessments for Santa
Clarita Golden Valley Ranch Open Space Preservation District thereon to provide for the
following work:
Installation, construction, or maintenance of any authorized improvements under the Act,
including, but not limited to, landscape and irrigation improvements and any facilities which are
appurtenant to any of the aforementioned or which are necessary or convenient for the
maintenance or servicing thereof.
SECTION 5. Following notice duly given, the City Council has held a full and fair
Public Hearing regarding its Resolution approving and or amending the Report prepared in
connection therewith; the levy and collection of assessments, and considered all oral and written
statements, protests and communications made or tiled by interested persons.
SECTION 6. The City Council hereby finds that each and every part of the Engineer's
Report is sufficient, and the City Council hereby approves, passes on, and adopts the Engineer's
Report as submitted to the City Council and filed with the City Clerk.
.2 _ig-
SECTION 7. The City Council does hereby reference the Engineer's Report, which
indicates the amount of the assessments, the District's boundaries, detailed description of
improvements and the method of assessment. The Engineer's Report is on file in the office of
the City Clerk, and reference to the Engineer's Report is hereby made for all particulars.
SECTION 8. The City Council hereby directs staff to file said assessments with the
County Auditor for collection with the.regular property taxes for Fiscal Year 2012/2013.
SECTION 9. The City Clerk shall certify to the adoption of this Resolution.
PASSED, APPROVED, AND ADOPTED this th day of May, 2012.
MAYOR
ATTEST:
CITY CLERK
DATE:
STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) ss.
CITY OF SANTA CLARITA )
I, Sarah Gorman,Esq., 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 1, by the following vote:
AYES: COUNCILMEMBERS:
NOES: COUNCILMEMBERS:
ABSENT: COUNCILMEMBERS:
3
CITY CLERK
STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) ss.
CITY OF SANTA CLARITA )
CERTIFICATION OF
CITY COUNCIL RESOLUTION
I, Sarah Gorman,Esq., City Clerk of the City of Santa Clarita, do hereby certify that this is a true
and correct copy of the original Resolution , adopted by the City Council of the City of Santa
Clarita, California on , which is now on file in my office.
Witness my hand and seal of the City of Santa Clarita, California, this .
City Clerk
Deputy City Clerk
20
RESOLUTION NO. 12-
A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF SANTA CLARITA, CALIFORNIA,
TO CONTINUE THE SANTA CLARITA TOURISM MARKETING DISTRICT
(BUSINESS IMPROVEMENT AREA) AND THE HOTEL TOURISM
MARKETING BENEFIT ZONE IN THE CITY
WHEREAS, pursuant to the Parking and Business Area Law of 1989, Section 36500 et
seq. of the Streets and Highways code of the State of California, the City Council adopted that
certain Resolution No. 10-13, dated March 23, 2010, entitled "A Resolution of the City Council
of the City of Santa Clarita Declaring its Intention to Establish a Business Improvement Area in
the City of Santa Clarita to be Designated as the Tourism Marketing District ("TMD") and
Setting a Time and Place of a Hearing to Consider the Establishment of Such Area", and caused
said resolution to be duly published and mailed as provided by law.
WHEREAS, a public hearing concerning the formation of said Santa Clarita
Tourism Marketing District, hereafter referred to as TMD, was held on May 11, 2010 and May
25, 2010 at the hour of 6:00 p.m. in the Santa Clarita City Council Chambers at City Hall, 23920
Valencia Boulevard, Santa Clarita, California.
WHEREAS, at said hearings all written and oral protests made or filed for or against the
establishment of the TMD and a Hotel Tourism Marketing Benefit Zone (hereafter referred to as
'Benefit Zone"), were duly heard, evidence for and against the proposed action was received and
a full, fair and complete hearing was granted and held.
WHEREAS, the City Council heard all protests and all protests, both written and oral,
were entered into the record and it was determined by the City Council that there was no majority
protest within the meaning of said Streets and Highways Code, Section 36500 et seq.
WHEREAS, the public and business interest, convenience, and necessity have facilitated
the establishment of the proposed TMD and Benefit Zone.
WHEREAS, in the opinion of the City Council, the businesses within the Benefit Zone
will be benefited by the expenditure of the funds raised by the assessments as contemplated by
said Section 36500, et seq.
NOW, THEREFORE, the City Council of the City of Santa Clarita, California, does
hereby resolve as follows:
SECTION 1. That Chapter 3.36 is hereby reaffirmed in the Santa Clarita Municipal Code
to read as follows:
"Chapter 3.36
TOURISM MARKETING DISTRICT
Sections
3.36.010
Establishment of Area and Benefit Zone
3.36.020
Description of Area and Benefit Zone
3.36.030
Method of Assessment
3.36.040
Funds
3.36.050
Use of Revenues
3.36.060
Amendments
3.36.070
Effective Date
3.36.080
Validity of Resolution
3.36.010
Establishment of Area and Benefit Zone.
Pursuant to Section 36500 et seq. of the Streets and Highways Code of the State of
California, a business improvement area designated as the Santa Clarita Tourism Marketing
District (`TMD") of the City of Santa Clarita is reauthorized and the "Benefit Zone" is hereby
continued within such TMD.
3.36.020 Description of Area and Benefit Zone
The boundaries of the TMD shall include all of the real property within the City of Santa
Clarita and the boundaries of said area are coterminous with the City boundaries, a map of which
is on file in the office of the clerk. The boundaries of the Benefit Zone shall include designated
hotels now operating in the City identified and attached hereto as Exhibit "A" and may include
hotels hereafter operating in the TMD pursuant to proceedings for inclusion. Hotel shall mean
any structure, or any portion of any structure, which is occupied or intended or designed or
occupied by transients, including but not limited to for dwelling, lodging or sleeping purposes,
and includes any hotel, inn, tourist home or house, motel, studio hotel, bachelor hotel, lodging
house, rooming house, apartment house, dormitory, public or private club, mobile home or house
trailer at a fixed location, or other similar structure or portion thereof, duplex, triplex,
single-family dwelling units except any private dwelling house or other individually owned
single-family dwelling rented only infrequently and incidental to normal occupancy or any
timeshare as set out in Revenue and Taxation Code 7280; provided, that the burden of
establishing that the facility is not a hotel shall be on the owner or operator thereof.
3.36.030 Method of Assessment
A. Only those designated hotels included within the Benefit Zone (identified and attached
hereto as Exhibit "A") shall be assessed. An annual assessment is to be levied against
such hotels based on the benefits they derive from the program of activities. Businesses
located outside the Benefit Zone (i.e., all non -hotel businesses) will not be assessed as
they derive only, at most, an indirect benefit from the program of activities.
B. This resolution and requirements established herein shall be applicable to all hotels in the
designated Benefit Zone as said hotels existed as of the date of this resolution or as
-aa -
modified in subsequent proceedings for inclusion of hotels proposed to operate within the
Benefit Zone. Any modification to the Benefit Zone or program of activities for which
the assessments are to be levied would be subject to notification of all affected businesses
within the TMD and a public hearing before the City Council. At such public hearing, the
City Council shall hear all protests and receive evidence, including written protests, for
and against such modifications, including the inclusion of additional hotels or business.
Assessments on newly established hotels shall commence immediately upon the first day
of operation and after the public hearing for inclusion of such property.
C. In addition to any assessments, fees, charges or taxes imposed otherwise in the City, the
City Council proposes to annually levy assessments against businesses in the Benefit
Zone for the purpose of funding the programs, activities and services that will promote
the City and hotels as a tourist destination. Each business in the Benefit Zone shall pay an
assessment of 2 percent of total room rents charged and received from transient hotel
guests who do not make the hotel their principal place of residence.
D. The assessments hereby levied shall be due and payable and shall be paid at the same
time and in the same manner that the transient occupancy tax is due and payable and shall
be subject to the same penalties and interest for nonpayment.
E. The Method of Assessment established by this resolution shall not be changed without
written notice to all businesses in the TMD and a public hearing held by the City Council.
At such a public hearing, the City Council shall hear all protests and receive evidence,
including written protests, for and against the establishment of any change in the Method
of Assessment.
3.36.040 Funds
There is created a special fund of the City to be designated as the "Santa Clarita Tourism
Marketing District Fund" into which all revenue derived from the assessments under this
resolution shall be placed and such funds shall be used only for the purposes specified in this
resolution.
3.36.050 Use of Revenues
Revenues derived from the Method of Assessment described herein, shall be used for
programs and activities that will promote the City and hotels as a tourist destination. The City
shall allocate the revenue generated under the provisions of this resolution to the Santa Clarita
Tourism Marketing District Fund and the Advisory Board appointed by the City Council shall
provide recommendations as to the best use of these funds to support the programs, activities,
and services to promote the City and hotels as a tourist destination on an annual basis. The
Advisory Board shall make recommendations to the City of Santa Clarita and the City Council as
to the use of available revenue for the following purposes:
- a3-
A. Promoting the identity of Santa Clarita through financial support of key regional and
national events that support tourism and result in an economic impact; and
B. Developing and implementing a destination marketing strategy and promotions
designed to increase visitor attraction to Santa Clarita, including overnight visits; and
C. Developing and undertaking an advertising and public relations program focusing on
the business and leisure travel trade; and
D. Annual operation expenses including, but not limited to, annual district administration
functions and expenses, consultants, printing, postage and meetings.
3.36.060 Amendments
Businesses within the TMD established by this resolution shall be subject to any
amendments to the Parking and Business Improvement Area Law of 1989, Section 36500 et seq.
of the Streets and Highways Code.
3.36.070 Effective Date
The assessments to be collected pursuant to this resolution shall be collected commencing
Fiscal Year 2012-2013 (the Fiscal Year commencing July 1, 2012 and ending June 30, 2013) and
the levy of such assessments are proposed to take effect the first day of the first quarter of Fiscal
Year 2012-2013 (July 1, 2012) and shall be collected on a quarterly basis thereafter.
3.36.080 Validity of Resolution
If any section, sentence, clause or phrase of this resolution is, for any reason, held by a
court of competent jurisdiction to be invalid, such decision shall not affect the validity of the
remaining portions of this resolution. The City Council of the City of Santa Clarita hereby
declares that it would have passed and does hereby pass this section and each sentence, section,
clause and phrase hereof, irrespective of the fact that anyone or more sections, sentences, clauses,
or phrases be declared invalid or unconstitutional.
SECTION 2. This resolution shall be in full force and effect thirty (30) days from its
passage and adoption.
SECTION 3. The City Clerk shall certify to the adoption of this Resolution.
-av
PASSED, APPROVED, AND ADOPTED this day of 2012.
MAYOR
ATTEST:
CITY CLERK
DATE:
STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) ss.
CITY OF SANTA CLARITA )
I, Sarah Gorman, 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 2012, by the following vote:
AYES: COUNCILMEMBERS:
NOES: COUNCILMEMBERS:
ABSENT: COUNCILMEMBERS:
CITY CLERK
STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) ss.
CITY OF SANTA CLARITA )
CERTIFICATION OF
CITY COUNCIL RESOLUTION
I, , City Clerk of the City of Santa Clarita, do hereby
certify that this is a true and correct copy of the original Resolution 12- adopted by the City
Council of the City of Santa Clarita, California on 2012, which is now on file in my
office.
Witness my hand and seal of the City of Santa. Clarita, California, this day of
2012.
City Clerk
By
Deputy City Clerk
7 — �2C—
EXHIBIT A
SANTA CLARITA
TOURISM MARKETING DISTRICT
HOTEL TOURISM MARKETING BENEFIT ZONE
The following is a list of hotels now operating in the Hotel Tourism Marketing Benefit Zone
within the Santa Clarita Tourism Marketing District as existed on the date of this resolution or as
modified in subsequent proceedings for inclusion of hotels proposed to operate within the Hotel
Tourism Marketing Benefit Zone:
Best Western Valencia Inn
27413 Wayne Mills Place
Courtyard by Marriott
28523 Westinghouse Place
Embassy Suites
28508 Westinghouse Place
Holiday Inn Express
27513 Wayne Mills Place
Hyatt Regency Valencia
24500 Town Center Drive
(Assessor 4--2861071009)
(Assessor #--2866034080)
(Assessor #--2866034083)
(Assessor #--2861071008)
(Assessor X-2861062020)
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CITY OF SANTA CLARITA
NOTICE OF PUBLIC HEARING
NOTICE IS HEREBY GIVEN:
A Public Hearing will be held before the City Council of the City of Santa Clarita in the City
Hall Council Chambers, 23920 Valencia Boulevard, 1st floor, Santa Clarita, California, on the
22nd day of May 2012, at or after 6:00 p.m., to consider the FY 12-13 annual levy of assessments
for the City's special districts. These are: Landscape Maintenance District, Streetlight
Maintenance District, Golden Valley Ranch Open Space District, Open Space Preservation
District, Drainage Benefit Assessment Areas, and Tourism Marketing District. The City Council,
pursuant to the Landscaping and Lighting Act of 1972, being a division of the Streets and Highways
Code of the State of California, the Benefit Assessment Act of 1982, being a division of the
California Government Code, and Parking and Business Area Law of 1989, being a division of the
Streets and Highways Code of the State of California, desires to levy annual assessments for the
districts pursuant to Article XIII D of the California Constitution.
Proponents, opponents, and any interested persons may appear and be heard on this matter at that
time. Further information may be obtained by contacting the Administrative Services Department,
23920 Valencia Boulevard, Suite 260, Santa Clarita, CA 91355; (661) 286-4005,
Dennis Luppens, Special Districts Administrator.
If you wish to challenge this action in court, you may be limited to raising only those issues you or
someone else raised at the public hearing described in this notice, or in written correspondence
delivered to the City Council, at, or prior to, the public hearing.
Dated: May 9, 2012
Sarah Gorman, Esq.
City Clerk
Publish Date: May 10, 2012
TOURISM MARKETING DISTRICT l"TMD"1 ADVISORY BOARD
Pursuant to the Parking and Business Improvement Area Law of 1989 (Section 36500 et seq. of
the Streets and Highways Code of the State of California), the Advisory Board for the Tourism
Marketing District ("TMD") which is appointed by the City Council of the City of Santa Clarita,
annually reviews and makes appropriate recommendations to the City Council by an Annual
Report regarding the use of funds collected through the TMD assessments. The Advisory Board
consists of one (1) representative from each of the participating hotels within the Hotel Tourism
Marketing Benefit Zone, as well as two (2) City representatives selected by the City Manager.
The following table lists the various businesses/entities currently represented on the Advisory
Board.
Business Name
Hotel Physical Address
Business/Hotel Owner
Address
City of Santa Clarita
23920 Valencia Blvd Suite 100
Santa Clarita, CA 91355
City of Santa Clarita
23920 Valencia Blvd Suite 100
Santa Clarita, CA 91355
27413 Wayne Mills Place
Ocean Park Hotels
Best Western Valencia Inn
Santa Clarita, CA
710 Fiero Lane, Suite 14
San Luis Obispo, CA 93401
27513 Wayne Mills Place
Ocean Park Hotels
Holiday Inn Express
Santa Clarita, CA
710 Fiero Lane, Suite 14
San Luis Obispo, CA 93401
28523 Westinghouse Place
Apple REIT Companies, Inc.
Courtyard by Marriott
Santa Clarita, CA
814 East Main Street
Richmond, VA 23219
28508 Westinghouse Place
Island Hospitality Management
Embassy Suites
Santa Clarita, CA
50 Cocoanut Row, Suite 200
Palm Beach, FL 33480
Noble Investments
24500 Town Center Drive
Noble Investment Group
Hyatt Regency
Santa Clarita, CA
1100 Monarch Tower
3424 Peachtree Road
Atlanta, GA 30326
Santa Clarita Tourism Marketing District 12011/2012 Annual Report
3/
The formation of Santa Clarita Tourism Marketing District ("District') in May 2010 aligned with
the goals and efforts of the 21 -Point Business Plan for Progress.
The District was established and is levied pursuant to the Parking and Business Improvement
Area Law of 1989, Part 6 of Division 18 of the California Streets and Highways Code (the 1989
Law") and the provisions of the California Constitution Article XIIID ("Proposition 218"). Pursuant
to the 1989 Law, a resolution of intention to establish the District was approved on March 23,
2010, and a public hearing, which was duly noticed, was held on May 11, 2010. Following the
public hearing the City Council determined that majority protest regarding the formation of the
District and the proposed assessments did not exist (no protests were submitted) and
subsequently on May 25, 2010 the City Council adopted Ordinance No. 10-4 establishing the
Tourism Marketing District ('TMD" or "District') and the Hotel Tourism Marketing Benefit Zone
therein ("Benefit Zone").
In July 2011, City Council renewed the District for one year. This report prepared on behalf of
the Advisory Board, provides an overall description of the proposed improvements and activities
to be funded by the assessments, the estimated annual budget of expenses, the method of
assessment and estimated revenues for Fiscal Year 2012/2013 (commencing July 1, 2012 and
ending June 30, 2013).
Santa Clarita Tourism Marketing District 12011/2012 Annual Report
wr_ -
The Tourism Marketing District funds various services and activities which confer special benefit
to the businesses within the Hotel Tourism Marketing Benefit Zone of the District. These
services include, but are not limited to:
• Promotion of City of Santa Clarita through financial support of key regional and national
,events that support tourism;
• Development and implementation of destination marketing strategy and promotion
designed to increase visitor attraction to City of Santa Clarita;
• Development and undertaking of advertisement and public relations program focused on
business and leisure travel;
• Support and funding of the Tourism Trolley Route program; and
• Attendance at key meeting and consumer trade shows.
Programs and advertising opportunities that were possible during fiscal year 2011/12 as a result
of the establishment of the TMD include:
• Multi -media advertising campaign in the San Diego and Phoenix markets
• Partnership with the William S. Hart Baseball and Softball organization
• Summer Trolley program
Assessment fees are dedicated to securing visitors and room nights through a mix of marketing
programs, projects and activities, including: marketing promotion, advertising press and/or
public relations, new product development, prospective marketing and visitor services,
marketing research, partnership marketing and special events promotion.
From amateur events to regional and national championships, Santa Clarita has become a
premier sporting destination. Sport Tourism is the fastest growing sector in the global travel
industry and having recognized that, the City of Santa Clarita now has established funding
available to bring more sporting events to town. Events that Santa Clarita is able to pursue as a
direct result of the established district include:
• California SuperStates Chess Championships
• USSSA Baseball Invitational
• Los Angeles Volleyball Academy Foothill Invitational
• Triple Crown Sports Fast Pitch Softball Tournament
Santa Clarita Tourism Marketing District 12011/2012 Annual Report
_3-3—
The boundaries of the Tourist Marketing District includes all real property within the City of
Santa Clarita; and within the TMD a Hotel Tourism Marketing Benefit Zone was established by
Ordinance No. 10-4 that included the five (5) hotel properties identified below:
Property Name
Assessor's Parcel
Property/Business
(Hotel/Business Name)
Number Reference
Physical Address
Hyatt Regency
2861-062-020
24500 Town Center Drive
Santa Clarita, CA
Holiday Inn Express
2861-071-008
27513 Wayne Mills Place
Santa Clarita, CA
Best Western Valencia Inn
2681-071-009
27413 Wayne Mills Place
Santa Clarita, CA
Courtyard by Marriott
2866-034-080
28523 Westinghouse Place
Santa Clarita, CA
Embassy Suites
2866-034-083
28508 Westinghouse Place
Santa Clarita, CA
For Fiscal Year 2012/2013, no additional property inclusions or modifications to the existing
Benefit -Zone or District boundaries are proposed. The five (5) hotel properties identified above
comprise the entire Benefit Zone for Fiscal Year 2012/2013 and are proposed to be assessed in
accordance with the System of Assessment (Methodology) established by ordinance.
Santa Clarita Tourism Marketing Districts 2011/2012 Annual Report 4
*The estimated Fiscal Year 2012/2013 assessment revenue is approximately $380,000 based on the average receipts
received by the five (5) hotel properties from July 2010 to June 2011. All services and improvements provided by the
District will be fully funded from the assessments; no additional contributions from the other sources are anticipated to be
received.
Santa Clarita Tourism Marketing District 12011/2012 Annual Report 5
Percent of
Account Codes Account Title and Detail
FY 12.13 Budget
Expenses
Estimated Expense (Fiscal Year 201212013)
District Administration
1. Indirect Costs & Personnel
(68,670.00)
16.55%
Subtotal District Administration
(68,670.00)
16.55%
11305 5101.001 PUBLICATIONS & SUBSCRIPTIONS
1. Sports Business Journal
(335.00)
0.08%
2. Sports Business Daily
(950.00)
0.23%
3. SportsEvents Magazine
(150.00)
0.04%
Subtotal Publications & Subscriptions
(1,435.00)
0.35%
11305 5101.002 MEMBERSHIP & DUES
1. NASC
(579.00)
0.14%
2. CALSAE
(265.00)
0.06%
3. NATD
(750.00)
0.18%
4. HSMAI
(325.00)
0.08%
Subtotal Memberships & Dues
(1,919.00)
0.46%
11305 5101.004 PRINTING
1. Trolley Signage
(2,000.00)
0.48%
2. Event Planner Guide
(2,000.00)
0.48%
3. Team Santa Clarita Marketing Materials
(1,000.00)
0.24%
Subtotal Printing
(5,000.00)
1.21%
11305 5111.001 SPECIAL SUPPLIES
1. Team Santa Clarita Apparel
(500.00)
0.12%
2. Other supplies
(500.00)
0.12%
Subtotal Special Supplies
(1,000.00)
0.24%
11305 5161.001 CONTRACTUAL SERVICES
1. Summer Trolley Program
(45,000.00)
10.85%
2. William S. Hart Baseball Partnership
(50,000.00)
12.05%
Subtotal Contractual Services
(95,000.00)
22.90%
11305 5161.002 PROFESSIONAL SERVICES
1. Event Attraction
(75,000.00)
18.08%
Subtotal Professional Services
(75,000.00)
18.08%
11305 5161.004 ADVERTISING
1. Advertising Campaign
(144,196.00)
34.75%
Subtotal Advertising
(144,196.00)
34.75%
11305 5161.008 GRAPHIC DESIGN SERVICES
1. Advertising Campaign
(8,000.00)
1.93%
2. Trolley Program Graphics
(1,500.00)
0.36%
3. Event Planner Guide
(2,000.00)
0.48%
3. Team Santa Clarita
(3,500.00)
0.84%
Subtotal Graphic Design Services
(15,000.00)
3.62%
11305 5191.001 TRAVEL & TRAINING
1. TEAMS Conference
(1,000.00)
0.24%
2. HSMAI Conference
(4,000.00)
0.96%
3, CALSAE Conference
(2,500.00)
0.60%
Subtotal Travel & Training
(7,500.00)
1.81%
11305 5191.004 AUTO ALLOWANCE & MILEAGE
1. Transportation to meetings and site tours
(200.00)
0.05%
Subtotal Auto Allowance & Mileage
200.00
0.05%
Total Estimated Expenditures (Fiscal Year 2012/2013)
(414,920.00)
100.00%
Estimated Revenues (Fiscal Year 201212013)
Estimated Fund Balance from Fiscal Year 201112012
69,008.00
Assessment Revenues (Fiscal Year 201212013)*
380,000.00
Total Estimated Revenues (Fiscal Year 2 01 212 01 3)
449,008.00
Estimated Ending Fund Balance (Fiscal Year 2012/2013)
34,088.00
(Contingency/Operating Reserve)
*The estimated Fiscal Year 2012/2013 assessment revenue is approximately $380,000 based on the average receipts
received by the five (5) hotel properties from July 2010 to June 2011. All services and improvements provided by the
District will be fully funded from the assessments; no additional contributions from the other sources are anticipated to be
received.
Santa Clarita Tourism Marketing District 12011/2012 Annual Report 5
In accordance with Ordinance No. 10-4 and Chapter 3.36 of Title 3 of the Santa Clarita
Municipal Code, only properties designated as hotels and included within the District's Hotel
Tourism Marketing Benefit Zone will be assessed.
"Hotel" shall mean any structure, or any portion of any structure, which is occupied or intended
or designed for occupancy by transients, including but not limited to for dwelling, lodging or
sleeping purposes, and includes any hotel, inn, tourist home or house, motel, studio hotel,
bachelor hotel, lodging house, rooming house, apartment house, dormitory, public or private
club, mobile home or house trailer at a fixed location, or other similar structure or portion
thereof, duplex, triplex, single family dwelling units except any private dwelling house or other
individually owned single-family dwelling rented only infrequently and incidental to normal
occupancy or any timeshare as set out in Revenue and Taxation Code Section 7280; provided,
that the burden of establishing that the facility is not a hotel shall be on the owner or operator
thereof.
The proposed system of assessment for the District is designed to generate revenue from
hotels in the City to provide a method of funding public programs and activities that will promote
the City and hotels as a tourist destination. The City's hotels comprise the Hotel Tourism
Marketing Benefit Zone and are the only business proposed to be assessed. The 2012/2013
fiscal year annual assessments to be levied against hotels within the Benefit Zone are based on
the benefits they derive from the program of activities. Businesses located outside the Benefit
Zone (i.e., all non -hotel businesses) will not be assessed as they derive only, at most, an
indirect benefit from the program of activities.
In accordance with Ordinance No. 10-4, in addition to any assessments, fees, charges or taxes
imposed otherwise in the City, the City Council proposes to levy assessments for fiscal year
2012/2013 against businesses in the Benefit Zone for the purpose of funding the programs,
activities and services that will promote the City and hotels as a tourist destination. Each
business in the Benefit Zone shall pay an assessment of 2% of total room rents charged and
received from transient hotel guests who do not make the hotel their principal place of
residence.
These assessments shall be due and payable and shall be paid at the same time and in the
same manner that the transient occupancy tax is due and payable and shall be subject to the
same penalties and interest for nonpayment. All properties included in the Benefit Zone for fiscal
year 2012/2013 will be assessed two (2%) percent of the total room rents charged and received
from transient hotel guests.
Any newly established hotels shall commence immediately upon the first day of operation and
following the public hearing conducted for inclusion into the District.
Santa Clarita Tourism Marketing District 12011/2012 Annual Report
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IntentMee_tirig: May 8;;2012
z Public Hearing. May,22, 2012
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F, 'Preparedyon April 25;2012
Fx q.xn'ur''�'
Y fox. 17. "*s. ... lot,
'AIr Financial:Serrices
CITY OF SANTA CLARITA
DRAINAGE BENEFIT ASSESSMENT AREA
(DBAA) Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2
ENGINEER'S REPORT
CERTIFICATE
This Report describes the Districts including the improvements, budgets, parcels and
assessments to be levied for fiscal year 2012/2013, 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
2012.
By:
Stacee Reynolds
Sr. Project Manager, District Administration Services
Willdan Financial Services
Assessment Engineer
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 2012.
Sarah Gorman, Esq., 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 2012.
By:
Sarah Gorman, Esq., City Clerk
City of Santa Clarita
Los Angeles County, California
TABLE OF CONTENTS
/.
OVERVIEW................................................................................................................ 1
A.
INTRODUCTION...............................................................................................................1
B.
RIGHT TO VOTE ON TAXES ACT (PROPOSITION 218) ...............................................1
A
PLANS AND SPECIFICATIONS....................................................................................
2
A.
DESCRIPTION OF THE DISTRICT..................................................................................2
ESTIMATEOF COSTS..................................................................................................
5
/V.
METHOD OF ASSESSMENT..................................................................................7
A.
BACKGROUND................................................................................................................7
B.
SPECIAL BENEFIT..........................................................................................................7
C.
GENERAL BENEFIT..................:.....................................................................................9
D.
APPORTIONMENT...........................................................................................................9
E.
ANNUAL ESCALATORS.................................................................................................9
VASSESSMENT
DIAGRAM....................................................................................11
W.
ASSESSMENT ROLL............................................................................................12
APPENDICES
A. Assessment Boundary Diagrams
Exhibit A - DBAA #3
Exhibit B - DBAA #6
Exhibit C - DBAA #18
Exhibit D - DBAA #19
Exhibit E - DBAA #20
Exhibit F - DBAA #22
Exhibit G - DBAA #2008-1
Exhibit H - DBAA #2008-2
B. Assessment Roll
WILLDAN
" } Financial Services
OVERVIEW
A. INTRODUCTION
This report is prepared in compliance with the requirements of Article 4 of Chapter 6.4,
of the Benefit Assessment Act of 1982, (hereinafter referred to as the "Act") of the
California Government Code. Pursuant to the Act, the City Council is the legislative body
for the District and may levy annual assessments and act as the governing body for the
operations and administration of the District. The Act provides for the levy of annual
assessments after formation of an assessment district for the continued maintenance
and servicing of the district improvements. The costs associated with the installation,
maintenance, and service of the improvements may be assessed to those properties
which are benefited by the installation, maintenance, and service.
B. RIGHT TO VOTE ON TAXES ACT (PROPOSITION 218)
On November 5 1996, the electorate approved Proposition 218, Right to Vote on Taxes
Act, which added Articles XIIIC and XIIID to the California Constitution. The Proposition
affects all assessments upon real property for a special benefit conferred on the
property. Assessments imposed under the Benefit Assessment Act of 1982 are these
types of assessments. However, the Proposition also exempts any assessments
imposed to finance costs associated with drainage systems. In Santa Clarita, required
drainage systems due to development of land may require the property owner, as a
condition of development approval, to annex into or form a Drainage Benefit Assessment
Area (DBAA) to pay for their ongoing maintenance. As such, owners and subsequent
owners of benefiting parcels are assessed annually. Drainage Benefit Assessment Area
(DBAA) Nos. 3, 6, 18, 20, 22, 2008-1 and 2008-2 were formed in this way. The one
exception to the above formation process is DBAA No. 19, whose formation was initiated
by a group of existing homeowners in response to rising ground water in their immediate
neighborhood. Assessments for DBAA's 3, 6, 18 and 19 are exempt from the provisions
of Proposition 218. However, subsequent increases, if any, will be subject to the
procedures and approval process of Section 4 of Article XIIID. DBAA's 20, 22, 2008-1
and 2008-2 were established under the provisions of Proposition 218 and the maximum
assessments may be increased by the annual change in CPI. If the annual assessment
rates are increased above the maximum allowable assessment rates, then the increase
will be subject to the procedures and approval process of Section 4 of Article XIIID.
Assessments, if authorized by the City Council, would be placed on the 2012113 Los
Angeles County Property Tax Roll. Reserve funds would be used to fund the
maintenance and service until assessment funds are distributed by the County Tax
Collector in December of 2011.
Fiscal Year City of Santa Clanta Engineer's Report
2012/2013 DBAA Nos. 3, 6, 18,19, 22, 2008-1 and 2008-2 Page 1
.J
` WILLDAN
WI Financial services
A PLAINS AND SPECIFICATIONS
A. DESCRIPTION OF THE DISTRICT
The proposed services involve the maintenance and operation of surface and
subsurface drainage systems constructed for Tract No. 36496 (DBAA No. 3); Tract No.
43528 (DBAA No. 6); Tract No. 44965 (DBAA No. 18); the Four Oaks Area (DBAA No.
19); Tract Nos. 47863, 46626, and 50536 (DBAA No. 20); Tract Nos. 51857 and 52372
(DBAA No. 22), Tract Nos. 53425-02 and 53425-03 (DBAA No. 2008-1), and Tract
52414-01, lots 9 through 17 (DBAA No. 2008-2 GVR Commercial) as shown in Appendix
A.
The services necessary for the Districts include, but are not limited to, and may be
generally described as shown below:
DBAA No. 3: Whites Canyon Road and Nadal Street
The drainage facilities consist of three observation wells without pumps and sixteen
horizontal drains or hydraugers. The drainage facilities are shown on Exhibit A.
Maintenance and operation of the drainage facilities involve: 1) periodic inspection,
monitoring, and evaluations; 2) well unclogging and clean-out where necessary; 3)
annual geologist review with a report and recommendations; 4) installation of
dewatering devices and other mitigation measures; and 5) periodic repairs, when
necessary.
DBAA No. 6: Shangri-La Drive and Nathan Hill Road
The drainage facilities consist of one pump station, three observation wells with
pumps, six observation wells without pumps, one access shaft, and six hydraugers.
The drainage facilities are shown on Exhibit B.
Maintenance and operation of the drainage facilities involve: 1) periodic inspection,
monitoring, and evaluations; 2) well unclogging and clean-out where necessary; 3)
annual geologist review with a report and recommendations; 4) installation of
dewatering devices and other mitigation measures; 5) pump station check; and 6)
periodic repairs, when necessary.
C DBAA No. 18: Bakerton Street
The drainage facilities consist of one pump station, one sump pump drainage
system, five access shafts, and twenty-one observation wells without pumps. The
drainage facilities are shown on Exhibit C.
Maintenance and operation of the drainage facilities involve: 1) periodic inspection,
monitoring, and evaluations; 2) well and access shaft unclogging and clean-out
where necessary; 3) annual geologist review with a report and recommendations; 4)
installation of dewatering devices and other mitigation measures; 5) pump station
check; and 6) periodic repairs, when necessary.
DBAA No. 19: Four Oaks east of Camp Plenty Road
The drainage facilities consist of two pumps and two observation wells without
pumps. The drainage facilities are shown on Exhibit D.
Fiscal Year City of Santa Clarita Engineer's Report
2012/2013 DBAA Nos. 3, 6, 18, 19, 22, 2008-1 and 2008-2 Page 2
FWILLDAN Services
Maintenance and operation of the drainage facilities involve: 1) periodic inspection,
monitoring, and evaluations; 2) well unclogging and clean-out where necessary; 3)
installation of dewatering devices and other mitigation measures; 4) pump station
check; and 5) periodic repairs, when necessary.
• DBAA No. 20: Whites Canyon Road and Canyon Crest Drive
The drainage facilities consist of terrace drains, swale drains, a 30 -inch storm drain
and two flumes, and related structures and appurtenant facilities. The boundaries of
DBAA No. 20 are shown on Exhibit E.
Maintenance and operation of the drainage facilities involve: 1) periodic inspection,
monitoring, and evaluations; 2) unclogging and clean-out where necessary; 3)
annual geologist review with a report and recommendations; 4) installation of
dewatering devices and other mitigation measures; and 5) periodic repairs, when
necessary.
DBAA No. 22: Shadow Pines Boulevard and Narcissus Crest Avenue
The drainage facilities consist of sub drains, terrace drains, parkway culverts, swale
drains, down drains, inlet structures, flumes, stand pipes, debris walls, catch basins,
and all storm drain and related structures and appurtenant facilities. The boundaries
of DBAA No. 22 are shown on Exhibit F.
Maintenance and operation of the drainage facilities involve: 1) periodic inspection,
monitoring, and evaluations; 2) unclogging and clean-out where necessary; 3)
annual geologist review with a report and recommendations; 4) installation of
dewatering devices and other mitigation measures; and 5) periodic repairs, when
necessary.
• DBAA No. 2008-1: River Village
The drainage facilities consist of two (2) water quality basins (extended detention
basins). The boundaries of DBAA No. 2008-1 are shown on Exhibit G.
The basins treat runoff from the portions of the River Village development. The water
quality basins are extended dry detention basins with subsurface follow wetland that
is vegetated and landscaped with native vegetation. Extended detention basins are
basins whose outlets have been designed to detain the Stormwater runoff from a
water quality design storm for some minimum time (e.g. 48 hours) to allow particles
and associated pollutants to settle. Additionally, the basins have been designed to
reduce the 2 -year peak flow from the post -development condition to the pre -
development condition. The difference'in the pre -and post -development Stormwater
runoff generated by a 2 -year storm, and by a 0.75 -inch (first flush) storm, will be
collected, detained, and treated in the basins, before it is released into the Santa
Clara River. Regular maintenance is required in order for the basins to function
correctly within the design parameters.
Maintenance and operation of the drainage facilities involve but are not limited to: 1)
silt/debris removal; 2) landscaping replacement; 3) replacement of piping and gravel
media as needed, 4) storm damage repair; and 5) annual review with a report and
recommendations.
Fiscal Year City of Santa Clarita Engineer's Report
2012/2013 DBAA Nos. 3, 6, 18, 19, ,22, 2008-1 and 2008-2 Page 3
r WILLDAN
1MV Financial Services
• DBAA No. 2008-2: Golden Valley Ranch — Commercial
The proposed services involve the maintenance and operation of Storm Drain Line
"D" in Tract 52414-01 and all lateral lines associated with Line "(D", including the CDS
units. Storm Drain Line "D" drains portions of the Golden Valley Ranch Commercial
development and is the only storm drain line that is not being accepted into the Los
Angeles County Flood Control District's system. Regular maintenance is required in
order for the storm drain line and lateral lines to function correctly within the design
parameters.
The services necessary for the District include, but are not limited to, and may be
generally described as: 1) maintenance costs, 2) reporting and consulting, 3)
monitoring, and 4) annual review with a report and recommendations.
Plans and Specifications for the improvements for the District are voluminous and are
not bound in this report, but by this reference are incorporated and made a part of this
report. The plans and specifications are on file at the City where they are available for
public inspection.
Fiscal Year City of Santa Clarita Engineer's Report
2012/2013 DBAA Nos. 3, 6, 18, 19, 22, 2008-1 and 2008-2 Page 4
WILLDAN
1 FinanciafServices
///, ESTIMATE OF COSTS
The Act provides that the estimated costs of the improvements shall include the total cost of the
improvements for Fiscal Year 2012/13, including, incidentals, which may include reserves to
operate the District until funds are transferred to the City from the County around December 10
of the next fiscal year.
The Act also provides that the amount of any surplus, deficit or contribution be included in the
estimated cost of improvements. The net amount to be assessed on the lots or parcels within
each district is the total cost of maintenance and servicing with adjustments either positive or
negative for reserves, surpluses, deficits, and/or contributions.
Estimated costs of improvements for the Districts are voluminous and are not bound in this
report, but by this reference are incorporated and made a part of this report. The estimated
costs are on file at the City where they are available for public inspection.
Fiscal Year City of Santa Clarita Engineer's Report
2012/2013 DBAA Nos. 3, 6, 18, 19, 22, 2008-1 and 2008-2 Page 5
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XV I FinancialServices
lY METHOD OF ASSESSMENT
The following is the approved assessment methodologies for the Drainage Benefit Assessment
Area Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2:
A. BACKGROUND
The Benefit Assessment Act of 1982 (the Act) provides that assessments may be
apportioned upon all assessable lots or parcels of land within an assessment district in
proportion to the estimated benefits to be received by each lot or parcel from the
improvements. In addition, Proposition 218 requires that a parcel's assessment may not
exceed the reasonable cost of the proportional special benefit conferred on that parcel.
The Proposition provides that only special benefits are assessable, and the City must
separate the general benefits from the special benefits conferred on a parcel. A special
benefit is a particular and distinct benefit over and above general benefits conferred on
the public at large, including real property within the Districts. The general enhancement
of property value does not constitute a special benefit.
B. SPECIAL BENEFIT
DBAA Nos. 3, 6, 18, 19. 20, 22 and 2008-1
The installation and continued maintenance of drainage improvements by the
developers, sub -dividers of the land, was guaranteed through the establishment of a
Drainage Benefit Assessment Area as a condition of subdivision and development. Had
the installation of the improvements and the guaranteed maintenance not occurred, the
lots would not have been established and could not have been sold to any distinct and
separate owner. Thus, the ability to establish each distinct and separate lot which
permits the construction of a building or structure on the property and the ownership and
sale of the distinct lot in perpetuity is a particular and distinct special benefit conferred
only to the real property located in the District.
All the lots are established at the same time once the conditions regarding the
improvements and the continued maintenance are guaranteed. As a result, each lot
within the District is conferred a particular and distinct special benefit from the
improvements and to the same degree. DBAA No. 3 is a multi -family residential
development and is assessed based on the number of dwelling units within the
development. DBAA Nos. 6, 18, 19, 20, 22 and 2008-1 are single-family residential
developments and each developable lot is one dwelling unit, so these developments are
assessed based on the number of dwelling units within them.
The drainage improvements of the district were established to provide for surface and/or
subsurface water removal in order to promote and maintain desirable soil conditions, soil
stability and/or slope stability of, and specifically related to, the subdivided lots within the
district; thus, the drainage improvements, and the continued maintenance thereof, confer
a particular and distinct special benefit to the real property located within the district.
In addition, all of the above contributes to a specific increase in property desirability and
a specific enhancement of the property value of each parcel within the district which
confers a particular and distinct special benefit upon the real property located within the
district.
Fiscal Year City of Santa Clarita Engineer's Report
2012/2013 DBAA Nos. 3, 6, 18, 19, 22,2008-1 and 2008-2 Page 7
f:y�
4;
WILLDAN
AA Financial Services
DBAA No. 2008-2
There are two (2) categories of special benefits identified for DBAA 2008-2:
1. The benefit related to the satisfaction of a Condition of Development, and
2. The benefit related to the functionality of the drainage system.
1. Satisfaction of Conditions of Development
The drainage improvements for the commercial portion of the Golden Valley Ranch
development were installed by the developers, sub -dividers of the land. A condition
of approval of the commercial development was the guarantee of on-going
maintenance for the drainage system (Condition of Approval EN53). Most of the
drainage improvements are acceptable to the Los Angeles County Flood Control
District (LACFCD) and will be accepted into the County system for maintenance, and
Lots 1 through 14 of Tract No. 52414-01 has satisfied this condition.
Storm Drain Line "D" is not acceptable to LACFCD and will not be accepted into their
system. Therefore, for Lots 14, 15 and 16 to satisfy Condition of Approval EN53, the
continued maintenance of Storm Drain Line "D" must be guaranteed through the
establishment of a Drainage Benefit Assessment Area (DBAA) or some other form of
guaranteed financing. Should the guaranteed maintenance not occur, the Condition
of Approval for the development of these lots would not be satisfied and the lots
would not be able to have Building Permits finalized or Certificates of Occupancy
issued. Thus, the ability to develop these lots to construct a building or structure on
the property is a particular and distinct special benefit conferred only to Lots 15, 16
and 17.
Therefore, due to the satisfaction of Condition EN53, Lots 15, 16 and 17 are uniquely
benefited by, and receive a direct advantage from, the guaranteed funding of
maintenance for Storm Drain Line "D" improvements and are conferred a particular
and distinct special benefit over and above general benefits.
2. Functionality of the Drainage System
The southern portion of the Golden Valley Ranch Commercial development is
comprised of Lots 9 through 17 and is identified as the South Plaza area. These lots
all function as a cohesive shopping plaza and are connected to each other through
driving lanes and parking lots. Storm Drain Line "D" serves the area drains in the
southerly quadrant of this plaza, including a portion of the truck delivery path of travel
for this entire plaza.
Because of this interconnectivity between portions of the South Plaza area, the
proper maintenance and functioning of Storm Drain Line "D" provides a particular
and distinct special benefit to all the properties in the South Plaza by allowing traffic
to flow unimpeded by poor drainage.
Therefore, Lots 9 through 17 are uniquely benefited by, and receive a direct
advantage from, the proper functioning and maintenance of Storm Drain Line "D"
improvements and are conferred a particular and distinct special benefit over and
above general benefits.
Fiscal Year City of Santa Clarita Engineers Report
2012/2013 DBAA Nos. 3, 6, 18, 19, 22, 2008-1 and 2008-2 Page 8
WILLDAN
IVA Financial Services
C. GENERAL BENEFIT
The drainage facilities are located within and/or immediately adjacent to properties within
the Districts, and were installed and are maintained particularly and solely to serve, and
for the benefit of, the properties within the Districts. Any benefit received by properties
outside of the Districts is inadvertent and unintentional. Therefore, any general benefits
associated with the drainage facilities of the District are merely incidental, negligible and
non -quantifiable.
D. APPORTIONMENT
In DBAA Nos. 3, 6, 18, 19, 20, 22 and 2008-1, all the parcels In the District receive the
same special benefit from the improvements due to their use and similar proximity to the
improvements. Therefore, each parcel is assessed an equal amount. Or in the case of
undeveloped parcels, these parcels are assessed for their proportionate share based on
the number of proposed units to be built on that parcel.
In DBAA 2008-2, the estimated costs are apportioned equally to each of the two
categories of special benefit. All parcels receive the same degree of special benefit
within each benefit category due to the similar (commercial) use of each parcel.
Therefore, each parcel is assessed based on the proportionate gross acreage of each
Assessor's parcel as a share of the total acres within each benefit category.
E. ANNUAL ESCALATORS
DBAA Nos. 20, 22, 2008-1 and 2008-2 were established with an annual assessment
escalation clause, should the city choose to use it. The maximum assessment rate will
increase based on the annual change in the Consumer Price Index (CPI), during the
preceding year, for All Urban Consumers, for the Los Angeles, Riverside and Orange
County areas, published by the United States Department of Labor, Bureau of Labor
Statistics (or a reasonably equivalent index should the stated index be discontinued).
This year, the annual change in CPI is 2.02%.
DBAA Nos. 3, 6, 18, and 19 were established without escalators.
Fiscal Year City of Santa Clarita Engineer's Report
2012/2013 DBAA Nos. 3, 6, 18, 19, 22, 2008-1 and 2008-2 Page 9
Assessment Rates
WILLDAN
IL
Jt Financial Services
Note: CPI increase: 2.02%
Fiscal Year City of Santa Clarita Engineer's Report
2012/2013 DBAA Nos, 3, 6, 18, 19, 22, 2008-1 and 2008-2 Page 10
wu
3
$122.47
$0.00
$122.47
232.00
$122.47
$28,413.04
6
$159.00
$0.00
$159.00
167.00
$159.00
$26,553.00
18
$159,00
$0.00
$159.00
279.00
$159.00'
$44,361.00
19
$19.00
$0.00
$19.00
174.00
$19.00
$3,306.00
20
$115.65
$2.33
$117.98
281.00
$117.98
$33,152.38
22
$283.14
$5.72
1
$288.86
1
40.00
1 $288.86
$11,554.40
2008-1
$225.96
$4.56
$230.52
432.00
$230.52
$99,584.64
2008-2
Conditioned
$1,423.99
$28.76
$1,452.75
12.57
$726.38
$9,132.85
2008-2
(South Plaza)
$418:04
.- $8.44
$426.48
23.39
$213.24
$4,987.68
Note: CPI increase: 2.02%
Fiscal Year City of Santa Clarita Engineer's Report
2012/2013 DBAA Nos, 3, 6, 18, 19, 22, 2008-1 and 2008-2 Page 10
W I L L D A N
MvFinancial Services
N. ASSESSMENT DIAGRAM
The boundary diagram for each Drainage Benefit Assessment Area is included herein as
Appendix A, and is part of this report.
The lines and dimensions of each lot or parcel within the Districts are those lines and
dimensions shown on the maps of the Assessor of the County of Los Angeles for the fiscal year
to which this Report applies. The Assessor's maps and records are incorporated by reference
herein and made part of this Report.
Fiscal Year City of Santa Clarita Engineer's Report
2012/2013 DBAA Nos. 3, 6, 18, 19, 22, 2008-1 and 2008-2 Page 11
WILLDAN
Financial Services
VA
V1. ASSESSMENT ROLL
An Assessment Roll which describes each assessable lot or parcel of land within the Districts
and shows the Fiscal Year 2012/13 assessment upon these lots or parcels is made a part of
this report as Appendix B. A copy of the Assessment Roll is also on file at the office of the City
Clerk of the City of Santa Clarita.
Parcel identification, for each lot or parcel within the District, shall be the parcel as shown on the
County Assessor's Map for the year in which this Report is prepared.
Fiscal Year City of Santa Clarita Engineer's Report
2012/2013 DBAA Nos. 3, 6, 18, 19, 22, 2008-1 and 2008-2 Page 12
WILLDAN
_J. Financial Services
APPENDIX A
District Boundary Diagrams
Exhibit A —
DBAA #3
Exhibit B —
DBAA #6
Exhibit C —
DBAA #18
Exhibit D
— DBAA #19
Exhibit E —
DBAA #20
Exhibit F —
DBAA #22
Exhibit G
— DBAA #2008-1
Exhibit H
— DBAA #2008-2
Fiscal Year City of Santa Clarita Engineer's Report
2012/2013 DBAA Nos. 3, 6, 18, 19, 22, 2008-1 and 2008-2 APPENDIX A
WILLDAN
Financials Services
Exhibit A - DBAA #3
Fiscal Year City of Santa Clarita Engineer's Report
2012/2013 DBAA Nos. 3, 6, 18, 19,22,2008-1 and 2008-2 APPENDIX A
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2012/2013 DBAA Nos. 3, 6, 18, 19,22,2008-1 and 2008-2 APPENDIX A
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1Financial Services
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Fiscal Year City of Santa Clarita Engineer's Report
2012/2013 DBAA Nos. 3, 6, 18, 19, 22, 2008-1 and 2008-2 APPENDIX A
IVAWILLDAN
Financial Services
Exhibit C — DBAA #18
Fiscal Year City of Santa Clarita Engineer's Report
2012/2013 DBAA Nos. 3, 6, 18, 19, 22, 2008-1 and 2008-2 APPENDIX A
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2012/2013 DBAA Nos. 3, 6, 18, 19, 22, 2008-1 and 2008-2 APPENDIX A
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APPENDIX B
Assessment Roll
Drainage Benefit Assessment Area
(DBAA) Nos. 3, 6, 18, 19, 20, 22, 2008-1 and 2008-2
The Assessment Roll for the Drainage Benefit Assessment Areas is hereby incorporated and
made a part of this Report. The Assessment Rolls are on file at the City where they are
available for public inspection.
Reference is made to the Los Angeles County Assessment Roll for a description of the lots or
parcels in each of the assessment district.
Fiscal Year City of Santa Clarita Engineer's Report
2012/2013 DBAA Nos. 3, 6, 18, 19, 22, 2008-1 and 2008-2 APPENDIX B
CITY OF SANTA CLARITA
OPEN SPACE MAINTENACE DISTRICT
(GOLDEN VALLEY RANCH)
ENGINEER'S REPORT
CERTIFICATE
This Report describes the District including the improvements, budgets, parcels and
assessments to be levied for fiscal year 2012/2013, 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
EVA
2012.
By:
Stacee Reynolds
Sr. Project Manager, District Administration Services
Willdan Financial Services
Assessment Engineer
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 2012.
Bv:
Sarah Gorman, Esq., 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 2012.
Sarah Gorman, Esq., City Clerk
City of Santa Clarita
Los Angeles County, California
TABLE OF CONTENTS
1.
O VER VIEW ............................................................................................1
11.
PLANS AND SPECIFICATIONS...........................................................2
A.
IMPROVEMENTS AUTHORIZED BY THE 1972 ACT.....................................................2
B.
DESCRIPTION OF IMPROVEMENTS TO BE MAINTAINED AND SERVICED..............3
111.
EST/MA TE OF COSTS......................................................................4
IV.
METHOD OF APPORTIONMENT OF ASSESSMENT ......................
5
A.
GENERAL.........................................................................................................................5
B.
PROPOSITION 218 BENEFIT ANALYSIS.......................................................................5
C.
REASON FOR THE ASSESSMENT................................................................................6
D.
SPECIAL BENEFIT ANALYSIS.......................................................................................6
E.
ASSESSMENT APPORTIONMENT AND RATES...........................................................7
V.
ASSESSMENT ROLL........................................................................
9
VI.
ASSESSMENT DIAGRAM...............................................................10
LWWILLDAN
Financial Services
OVERVIEW
A. BACKGROUND
In January of 2002, the City Council approved the Golden Valley Ranch Development.
Approval of this development included the construction of 498 single-family residential units,
approximately 610,930 square feet of commercial uses, a turn -key elementary school, a 2.3
net -acre trail head, a 1.6 -acre fire station pad, and the dedication of approximately 920
acres of natural undeveloped open space.
In conjunction with the approval of this development, the City, the Owner (PacSun), and the
Golden Valley Ranch Task Force entered into a settlement agreement set forth in the
Judgment of the Superior Court of the State of California Case No. BC269070, fled July 29,
2002, in which, among other things, in exchange for approval of the residential
development, the Owner agreed to set aside open space within the development and be
responsible for the ongoing maintenance of such open space, and the City agreed to initiate
formation proceedings for a special assessment district for the ongoing maintenance of the
open space.
B. EFFECTS OF PROPOSITION 218
On November 5 1996, the electorate approved Proposition 218, Right to Vote on Taxes Act,
which added Articles XIIIC and XIIID to the California Constitution. The Article XIIID affects
all assessments upon real property for a special benefit conferred on the property.
Assessments imposed under the Landscaping and Lighting Act of 1972 are these types of
benefit assessments.
The provisions of Proposition 218 can be summarized in four general areas:
1. Strengthens the general and special tax provisions of Propositions 13 and 62;
2. Extends the initiative process to all local taxes, assessments, fees and charges;
3. Adds substantive and procedural requirements to assessments, and
4. Adds substantive and procedural requirements to property -related fees and charges.
On November 25, 2003, the City Council considered adoption.of resolutions to initiate
proceedings for and declare its intent to the formation of the District. At that time, PacSun,
as the sole owner of the Golden Valley Ranch Development, provided the City with a
petition, giving approval to the formation of the open space maintenance district.
Fiscal Year City of Santa Clarita Engineer's Report
2012/2013 Open Space Maintenance District (Golden Valley Ranch) Page 1
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11. PLANS AND SPECIFICATIONS
A. IMPROVEMENTS AUTHORIZED BY THE 1972 ACT
As applicable or may be applicable to this District, the 1972 Act defines improvements to
mean one or any combination of the following:
• The installation or planting of landscaping.
• The installation or construction of statuary, fountains, and other ornamental
structures and facilities.
• The installation or construction of public lighting facilities.
• The installation or construction of any facilities which are appurtenant to any of
the foregoing or which are necessary or convenient for the maintenance or
servicing thereof, including, but not limited to, grading, clearing, removal of
debris, the installation or construction of curbs, gutters, walls, sidewalks, or
paving, or water, irrigation, drainage, or electrical facilities.
• The maintenance or servicing, or both, of any of the foregoing.
• The acquisition of any existing improvement otherwise authorized pursuant to
this section.
Incidental expenses associated with the improvements include, but are not limited to:
• The cost of preparation of the report, including plans, specifications, estimates,
diagram, and assessment;
• The costs of printing, advertising, and the publishing, posting and mailing of
notices;
• Compensation payable to the County for collection of assessments;
• Compensation of any engineer or attorney employed to render services;
• Any other expenses incidental to the construction, installation, or maintenance
and servicing of the improvements;
• Any expenses incidental to the issuance of bonds or notes pursuant to Section
22662.5.
• Costs associated with any elections held for the approval of a new or increased
assessment.
The 1972 Act defines "Maintain" or "maintenance" to mean furnishing of services and
materials for the ordinary and usual maintenance, operation, and servicing of any
improvement, including:
• Repair, removal, or replacement of all or any part of any improvement.
Fiscal Year City of Santa Clarita Engineer's Report
2012/2013 Open Space Maintenance District (Golden Valley Ranch) Page 2
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Providing for the life, growth, health, and beauty of landscaping, including
cultivation, irrigation, trimming, spraying, fertilizing, or treating for disease or
injury.
The removal of trimmings, rubbish, debris, and other solid waste.
The cleaning, sandblasting, and painting of walls and other improvements to
remove or cover graffiti.
Furthermore, the 1972 Act specifies that where the cost of improvements (other than
maintenance and operations) is greater than can be conveniently raised from a single
annual assessment, an assessment to be levied and collected in annual installments. In
that event, the governing body may choose to do any of the following:
• Provide for the accumulation of the moneys in an improvement fund until there
are sufficient moneys to pay all or part of the cost of the improvements.
• Provide for a temporary advance to the improvement fund from any available and
unencumbered funds of the local agency to pay all or part of the cost of the
improvements and collect those advanced moneys from the annual installments
collected through the assessments.
• Borrow an amount necessary to finance the estimated cost of the proposed
improvements. The amount borrowed, including amounts for bonds issued to
finance the estimated cost of the proposed improvements.
B. DESCRIPTION OF IMPROVEMENTS TO BE MAINTAINED AND SERVICED
The improvements proposed to be maintained and serviced are generally described as
the Conservation Easement area, as described In the Judgment of the Superior Court of
the State of California Case No. BC269070, fled July 29, 2002, which is the open space
area on Tentative Tract Map No. 52414 (Golden Valley Ranch).
Improvements include but are not limited to: trail maintenance and open space
management within the boundaries of said Maintenance District.
The District will fund costs in connection with the District maintenance and servicing
including, but not limited to, labor, electrical energy, water, materials, contracting
services, administration, and other expenses necessary for the satisfactory maintenance
and servicing of these improvements.
Maintenance means the furnishing of services and materials for the ordinary and usual
operation of natural open space land or replacement of all or part of any of the
landscaping or appurtenant improvements; the removal of rubbish, debris and other solid
waste; the cleaning and other improvements to remove or cover graffiti; and trail
maintenance.
Servicing means the administration of all aspects of the maintenance and servicing of
the improvements.
Fiscal Year City of Santa Clarita Engineer's Report
2012/2013 Open Space Maintenance District (Golden Valley Ranch) Page 3
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Plans and specifications for the improvements, showing the general nature, location and
the extent of the improvements, are on file at the City where they are available for public
inspection and are by reference herein made a part of this report.
Ill. ESTIMATE OF COSTS
The estimated costs for the operation, maintenance and servicing of the facilities, shown below,
are the estimated costs of maintenance if the facilities were fully maintained for Fiscal Year
2012113. The 1972 Act provides that the total cost of the maintenance and services, together
with incidental expenses, may be financed from the assessment proceeds. The incidental
expenses may include engineering fees, legal fees, printing, mailing, postage, publishing, and
all other related costs identified with the district proceedings.
I Maintenance & Servicing Costs
Natural Open Space Trails $39,000.00
Administration Costs 6,860.00
1 Capital Improvement
I Trail Heads and Trails 0.00
1
$45,860.00
Operating and Capital Reserve $77,129.46
Interest (positive) (450.00)
Prior Year (surplus) or deficit FY 11-12 (54.283.00)
The 1972 Act requires that a special fund be set-up for the revenues and expenditures of the
District. Funds raised by assessment shall be used only for the purpose as stated herein. The
City may advance funds to the District, if needed, to ensure adequate cash flow, and will be
reimbursed for any such advances upon receipt of assessments. Any surplus or deficit
remaining on July 1 must be carried over to the next fiscal year
Fiscal Year City of Santa Clanta Engineer's Report
2012/2013 Open Space Maintenance District (Golden Valley Ranch) Page 4
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IV. METHOD OF APPORTIONMENT OF ASSESSMENT
A. GENERAL
Part 2 of Division 15 of the Streets and Highways Code, the Landscaping and Lighting
Act of 1972, permits the establishment of Maintenance Districts by cities for the purpose
of providing certain public improvements which include the construction, maintenance
and servicing of street lights, traffic signals and landscaping facilities.
Section 22573, Landscaping and Lighting Act of 1972 requires that maintenance
assessments be levied according to benefit rather than according to assessed value.
This section states:
"The net amount to be assessed upon lands within an Maintenance District may be
apportioned by any formula or method which fairly distributes the net amount among all
assessable lots or parcels in proportion to the estimated benefits to be received by each
such lot or parcel from the improvements."
The Act permits the designation of zones of benefit within any individual Maintenance
District if "by reason of variations in the nature, location, and extent of the improvements,
the various areas will receive different degrees of benefit from the improvements." (Sec.
22574). Thus, the 1972 Act requires the levy of a true "assessment' rather than a
"special tax."
B. PROPOSITION 218 BENEFIT ANALYSIS
The costs of the proposed improvements have been identified and allocated to
properties within the District based on special benefit. The improvements to be provided
by this District and for which properties will be assessed have been identified as an
essential component and local amenity that provides a direct reflection and extension of
the properties within the District which the property owners and residents have
expressed a high level of support.
This District was formed to provide and establish landscape and lighting enhancement
that affects the presentation of the surrounding properties and developments and will
directly benefit the parcels to be assessed within the District. The assessments and
method of apportionment is based on the premise that the assessments will be used to
construct and install landscape improvements within the existing District as well as
provide for the annual maintenance of those improvements, and the assessment
revenues generated District will be used solely for such purposes.
In conjunction with the provisions of the 1972 Act, the California Constitution Article XIIID
addresses several key criteria for the levy of assessments, notably:
Article XIIID Section 2d defines District as follows
Fiscal Year City of Santa Cladta Engineer's Report
2012/2013 Open Space Maintenance District (Golden Valley Ranch) Page 5
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"District means an area determined by an agency to contain all parcels which will receive
a special benefit from a proposed public improvement or property -related service";
Article XIIID Section 2i defines Special Benefit as follows:
"Special benefit" means 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."
Article XIIID Section 4a defines proportional special benefit assessments as follows:
"An agency which proposes to levy an assessment shall identify all parcels which will
have a special benefit conferred upon them and upon which an assessment will be
imposed. The proportionate special benefit derived by each identified parcel shall be
determined in relationship to the entirety of the capital cost of a public improvement, the
maintenance and operation expenses of a public improvement, or the cost of the
property related service being provided. No assessment shall be imposed on any parcel
which exceeds the reasonable cost of the proportional special benefit conferred on that
parcel."
The method of apportionment (method of assessment) set forth in the Report is based
on the premise that each assessed property receives special benefits from the
landscape and lighting improvements in the District, and the assessment obligation for
each parcel reflects that parcel's proportional special benefits as compared to other
properties that receive special benefits.
To identify and determine the proportional special benefit to each parcel within the
District, it is necessary to consider the entire scope of the improvements provided as
well as the properties that benefit from those improvements. The improvements and the
associated costs described in this Report, have been carefully reviewed and have been
identified and allocated based on a benefit rationale and calculations that proportionally
allocate the net cost of only those improvements determined to be of special benefit to
properties within the District. The various public improvements and the associated costs
have been identified as either "general benefit" (not assessed) or "special benefit".
C. REASON FOR THE ASSESSMENT
The assessment is proposed to be levied to defray the costs of the maintenance and
servicing of the open space conservation area improvements, as previously defined
herein in Part A of this Report.
D. SPECIAL BENEFIT ANALYSIS
Parcels within the District will be assessed for the maintenance of those improvements
that provide a special benefit to the project. Article XIIID of the California Constitution
defines special benefit as:
Fiscal Year City of Santa Clarita Engineer's Report
2 01 212 01 3 Open Space Maintenance District (Golden Valley Ranch) Page 6
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"A particular and distinct benefit over and above general benefits conferred on real
property located in the district or to the public at large. General enhancement of property
value does not constitute 'special benefit'."
Per the Judgment of the Superior Court of the State of California Case No. BC269070,
filed July 29, 2002, the setting aside and on-going maintenance of natural open space
areas is a condition of developing the residential portion of Tentative Tract No. 52414
(Golden Valley Ranch).
Without the open space areas, residential development would not be allowed to occur
within the boundaries of the Tentative Tract; therefore, all real property proposed to be
developed for residential uses receive and are conferred a particular and distinct special
benefit from these open space areas and their maintenance. Non-residential properties
are not subject to this condition and therefore do not receive special benefit from the
improvements. The general benefits associated with these open space areas and their
maintenance are considered incidental, negligible and nonquantifiable.
E. ASSESSMENT APPORTIONMENT AND RATES
As stated above, only residential property receives special benefits for the on-going
maintenance of the designated open space within Tentative Tract No. 52414 (Golden
Valley Ranch). There are 142.05 net acres of land designated for residential
development within the tentative tract. The special benefit to each residential acre of
land is the same: the ability to develop. Therefore, the assessment is apportioned to the
residential development areas on a per acre basis.
$68,256.45 / 142.05 acres = $480.51 / acre
The table below provides the projected assessment apportionment for the two types of
planned residential unit areas within the Golden Valley Ranch development and shows
the estimated maximum annual assessment rate per residential unit given the following
assumptions. These rates are based on the following development scheme:
129.89 acres currently designated for 404 single family residential (SFR) units,
12.16 acres currently designated for 95 single family condominium (CON) units
'FYh7'l/t2, r�;FY 12/13 . FY 12113 ..
Maximum
Assessment
Per Res.A r
Maximum
Assessment
Per Res.A re
Res
Acres
/is
Rate
Per. Res. Acre
FY 121;3
Assessment
Projected
Planned
Res. Units
FY '21-
Mex Assessment
Rate per Residential
Unit
CPI Increase = 2.02%
If the number of residential units differs from those projected above, the maximum
assessment rates per residential unit will also differ.
Fiscal Year City of Santa Clarita Engineer's Report
2012/2013 Open Space Maintenance District (Golden Valley Ranch) Page 7
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The maximum annual maintenance assessment rates will be increased each year by the
annual change in the Consumer Price Index (CPI) for All Urban Consumers, for the Los
Angeles, Riverside and Orange County areas.
The actual assessments levied in any fiscal year will be as approved by the City Council
and may not exceed the maximum assessment rate without receiving property owner
approval for the increase.
Fiscal Year City of Santa Clarita Engineer's Report
2012/2013 Open Space Maintenance District (Golden Valley Ranch) Page 8
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V. ASSESSMENT ROLL
The total proposed assessment for Fiscal Year 2012/2013 and the amount of the total proposed
assessment apportioned to each lot or parcel within the District, as shown on the latest
assessment roll at the Los Angeles County Assessor's Office, are contained in the Assessment
Roll on file in the office of the City Clerk of the City of Santa Clarita, which is also made a part of
this Report.
This Assessment Roll includes the proposed residential development areas that make up
Tentative Tract Map No. 52414 (Golden Valley Ranch).
Fiscal Year City of Santa Clanta Engineer's Report
2012/2013 Open Space Maintenance District (Golden Valley Ranch) Page 9
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Vl. ASSESSMENT DIAGRAM
An Assessment Diagram for the Maintenance District is provided on the following page.
The lines and dimensions of each lot or parcel within the Maintenance District are those lines
and dimensions shown on the maps of the Assessor of the County of Los Angeles, for the year
when this Report was prepared, and are incorporated by reference herein and made part of this
Report.
Fiscal Year City of Santa Clanta Engineer's Report
2012/2013 Open Space Maintenance District (Golden Valley Ranch) Page 10
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WILLDAN
IVIVA Financial Services
Fiscal Year City of Santa Clarita Engineer's Report
2012/2013 Open Space Maintenance District (Golden Valley Ranch) Page 11
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.i iV:�l ail -.?1!i1 11 111111 i�}i
FISCAL YEAR 2012/2013
Intent Meeting: May 08, 2012
Public Hearing: May 22, 2012
Prepared May 2, 2012
11Y LLDAN
Fnancial Services
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CITY OF SANTA CLARITA
LANDSCAPE MAINTENANCE DISTRICTS
COMBINED ENGINEER'S REPORT
CERTIFICATE
This Report describes the Districts including the improvements, budgets, parcels and
assessments to be levied for fiscal year 2012/2013, 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
Districts. The undersigned respectfully submits the enclosed Report as directed by the City
Council.
Dated this day of
By:
Stacee Reynolds
Senior Project Manager
District Administration Services
2012.
Willdan Financial Services
Assessment Engineer
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 , 2012.
By:
Sarah Gorman, Esq., 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 2012.
By:
Sarah Gorman, Esq., City Clerk
City of Santa Clarita
Los Angeles County, California
TABLE OF CONTENTS
/. OVERVIEW..............................................................................................1
A.
INTRODUCTION...............................................................................................................1
B.
EFFECT OF PROPOSITION 218.....................................................................................2
A
Plans and Specification.......................................................................3
A.
IMPROVEMENTS AUTHORIZED BY THE 1972 ACT.....................................................3
B.
DESCRIPTION OF IMPROVEMENTS TO BE MAINTAINED AND SERVICED..............4
C.
CAPITAL IMPROVEMENT PROJECTS...........................................................................7
ESTIMATE OF COSTS............................................................................
9
/V.
METHOD OF APPORTIONMENT OF ASSESSMENT................................11
A.
GENERAL.......................................................................................................................11
B.
REASON FOR THE ASSESSMENT..............................................................................11
C.
SPECIAL BENEFIT ANALYSIS.....................................................................................11
D.
GENERAL BENEFITS....................................................................................................13
E.
APPORTIONMENT METHODOLOGY...........................................................................13
F.
METHOD CODE DEFINITIONS......................................................................................15
G.
DISTRICTS RATES AND ANNUAL LEVY....................................................................17
V
ASSESSMENT ROLL...............................................................................
20
W. ASSESSMENT DIAGRAM........................................................................ 21
APPENDIX
Landscape Maintenance District Improvements
W`; WILLCIAN
F1rtmial SoMe s
/. OVERVIEW
A. INTRODUCTION
The City of Santa Clarita ("City") annually levies and collects special assessments in
order to maintain the improvements within City initiated Landscape Maintenance District
Nos. 1, and County initiated District T1, (collectively referred to as the "Districts"). The
Districts were formed pursuant to the Landscape and Lighting Act of 1972, Part 2 of
Division 15 of the California Streets and Highways Code (the "Act") and are in
compliance with Article XIIID of the California Constitution (enacted by Proposition 218).
This Combined Engineer's Report ("Report") includes all Zones and Annexations that
have been approved by property owners and Council's actions through September 27,
2011.
All Zones or Annexations within District Nos. 1, and T1 provide for the maintenance of
local landscaping located within the right of ways and easements of the respective
district areas.
District No. T1A is an ad valorem fund created by the County of Los Angeles under the
Improvement Act of 1911, prior to the transfer of jurisdiction to the City. Ad valorem
revenue is collected directly from property taxes and is separate from the Special
Assessment Districts. Ad Valorem revenue requires no Council action, but is hereby
referenced in this report as a part of the landscape maintenance program within the City.
In addition to the City -initiated Districts, the responsibility for several County -maintained
'Landscape Maintenance Zones was transferred to the City's jurisdiction beginning in
1997. The County, through the Department of Parks and Recreation, had previously
administered these Zones which had provided for the maintenance and servicing of the
landscape improvements located in medians and common areas throughout the City.
Pursuant to the Act, the City Council is the legislative body for the Districts and Zones
and may levy annual assessments as the governing body for the operations and
administration of the Districts.
This Report describes the Districts, any annexation zones or changes to the Districts
and the proposed assessments for Fiscal Year 2012/2013. The proposed assessments
are based on the historical and estimated costs to maintain the improvements that
provide direct and special benefits to properties within the Districts. The costs of the
improvements and the annual levy include all expenditures, deficits, surpluses,
revenues, and reserves. Each parcel is assessed proportionately for only those
improvements provided and for which the parcel receives special benefits.
Following consideration of all public comments and written protests at a noticed public
hearing and review of the Report, the City Council may order amendments to the Report
or confirm the Report as submitted. Following final approval of the Report and
confirmation of the assessments, the Council may order the levy and collection of
assessments for Fiscal Year 2012/2013 pursuant to the Act. Once the levy is approved,
the assessment information will be submitted to the County Auditor -Controller and
included on the property tax roll for each benefiting parcel for Fiscal Year 2012/2013.
Fiscal Year City of Santa Clanta Combined Engineer's Report
2012/2013 Landscape Maintenance Districts Page 1
WILLDAN
FirmcialSavices
B. EFFECT OF PROPOSITION 218
On November 5 1996, the electorate approved Proposition 218, Right to Vote on Taxes
Act, which added Articles XIIIC and XIIID to the California Constitution. The Article XIIID
affects all.assessments upon real property for a special benefit conferred on the
property. Assessments imposed under the Landscaping and Lighting Act of 1972 are
these types of benefit assessments.
The provisions of Proposition 218 can be summarized in four general areas:
1. Strengthens the general and special tax provisions of Propositions 13 and 62;
2. Extends the initiative process to all local taxes, assessments, fees and charges;
3. Adds substantive and procedural requirements to assessments; and
4. Adds substantive and procedural requirements to property -related fees and charges.
Prior to Proposition 218, property owners petitioned Zones that were added to the
Districts. Subsequent to Proposition 218, all property owners were balloted for inclusion
into the Districts in order to be in compliance with Proposition 218. This Report does not
propose to increase the assessments for the Districts, including any Zones or
Annexations, above the approved annual Consumer Price Index (CPI) for all Urban
Consumers, Los Angeles — Riverside—Orange Counties, California. Increases, if any,
above this amount were addressed in separate reports approved at prior Council
meetings. Any subsequent increases in the assessments, as defined by Government
Code Sections 53750-53756 (Proposition 218 Omnibus Implementation Act), will be
subject to the procedures and approval process of Section 4 of Article XIIID.
For Fiscal Year 2012/2013, applicable CPI increase is 2.02%.
Fiscal Year City of Santa Clarita Combined Engineer's Report
2012/2013 Landscape Maintenance Districts Page 2
`` , WILLDAN
fl PLANS AND SPECOCATION
A. IMPROVEMENTS AUTHORIZED BY THE 1972 ACT
As applicable or may be applicable to this District, the 1972 Act defines improvements to
mean one or any combination of the following:
• The installation or planting of landscaping.
• The installation or construction of statuary, fountains, and other ornamental
structures and facilities.
• The installation or construction of public lighting facilities, including, but not
limited to, traffic signals.
• The installation or construction of any facilities which are appurtenant to any of
the foregoing or which are necessary or convenient for the maintenance or
servicing thereof, including, but not limited to, grading, clearing, removal of
debris, the installation or construction of curbs, gutters, walls, sidewalks, or
paving, or water, irrigation, drainage, or electrical facilities.
• The installation of park or recreational improvements, including, but not limited to,
all of the following:
Land preparation, such as grading, leveling, cutting and filling, sod,
landscaping, irrigation systems, sidewalks, and drainage.
Lights, playground equipment, play courts, and public restrooms.
• The maintenance or servicing, or both, of any of the foregoing,
• The acquisition of land for park, recreational, or open -space purposes.
• The acquisition of any existing improvement otherwise authorized pursuant to
this section.
• Incidental expenses associated with the improvements include, but are not
limited to:
• The cost of preparation of the report, including plans, specifications, estimates,
diagram, and assessment;
• The costs of printing, advertising, and the publishing, posting and mailing of
notices,
• Compensation payable to the County for collection of assessments,
• Compensation of any engineer or attorney employed to render services;
• Any other expenses incidental to the construction, installation, or maintenance
and servicing of the improvements;
• Any expenses incidental to the issuance of bonds or notes pursuant to Section
22662.5.
• Costs associated with any elections held for the approval of a new or increased
assessment.
Fiscal Year City of Santa Clarita Combined Engineer's Report
2012/2013 Landscape Maintenance Districts Page 3
WILLDAN
r�re�lal scan;
The 1972 Act defines "Maintain" or "maintenance" to mean furnishing of services and
materials for the ordinary and usual maintenance, operation, and servicing of any
improvement, including:
• Repair, removal, or replacement of all or any part of any improvement.
• Providing for the life, growth, health, and beauty of landscaping, including
cultivation, irrigation, trimming, spraying, fertilizing, or treating for disease or
injury.
• The removal of trimmings, rubbish, debris, and other solid waste.
• The cleaning, sandblasting, and painting of walls and other improvements to
remove or cover graffiti.
Furthermore, the 1972 Act specifies that where the cost of improvements (other than
maintenance and operations) is greater than can be conveniently raised from a single
annual assessment, an assessment to be levied and collected in annual installments. In
that event, the governing body may choose to do any of the following:
• Provide for the accumulation of the moneys in an improvement fund until there
are sufficient moneys to pay all or part of the cost of the improvements.
• Provide for a temporary advance to the improvement fund from any available and
unencumbered funds of the local agency to pay all or part of the cost of the
improvements and collect those advanced moneys from the annual installments
collected through the assessments.
Borrow an amount necessary to finance the estimated cost of the proposed
improvements. The amount borrowed, including amounts for bonds issued to
finance the estimated cost of the proposed improvements.
B. DESCRIPTION OF IMPROVEMENTS TO BE MAINTAINED AND SERVICED
The improvements installed, maintained and serviced are generally described as
improvements within public rights-of-way and dedicated landscape easements within
various tracts and on individual parcels located throughout the City including, but not
limited to: landscaping, planting, shrubbery, trees, grass, other ornamental vegetation,
irrigation systems, hardscapes and fixtures; statuary, fountains and other ornamental
structures and facilities; public lighting facilities; facilities which are appurtenant to any of
the foregoing or which are necessary or convenient for the maintenance or servicing
thereof, including, but not limited to, clearing, removal of debris, the installation or
construction of curbs, gutters, walls, sidewalks, or paving, or water, irrigation, drainage,
or electrical facilities, and, park or recreational improvements, including, but not limited
to, playground equipment, play courts, public restrooms, and paseos/trails.
District funds are used for the maintenance and servicing including, but not limited to,
labor, electrical energy, water, materials, contracting services, administration, reserve,
and other expenses necessary for the satisfactory maintenance and servicing of these
improvements.
Maintenance means the furnishing of services and materials for the ordinary and usual
maintenance, operation and servicing of the ornamental structures, landscaping and
appurtenant facilities, including repair, removal or replacement of all or part of any of the
Fiscal Year City of Santa Clarita Combined Engineer's Report
2012/2013 Landscape Maintenance Districts Page 4
WIL LDAN
Flimncial Serviees
ornamental structures, landscaping or appurtenant facilities; providing for the life,
growth, health and beauty of the landscaping, including cultivation, irrigation, trimming,
spraying, fertilizing, and treating for disease or injury; the removal of trimmings, rubbish,
debris, other solid waste; and pest control; the cleaning, sandblasting, and painting of
walls and other improvements to remove or cover graffiti. Servicing means the furnishing
of electricity for the operation of any appurtenant facilities, water for the irrigation and
control of the landscaping, and the maintenance of any of the ornamental structures,
landscaping and appurtenant facilities.
The plans and specifications for the improvements are voluminous and are not bound in
this Report but by reference are incorporated and made a part of the Report; and are on
file at the City. A brief description of what is improved and maintained by the Landscape
Maintenance Districts can be found in the Appendix of this Report.
The following is a general description of the location of each Zone or Annexation:
1 1 Centex Development
1 2 Commercial (Soledad Entertainment) (was District 1, Zone 101
Tracts 45416-01 & 02, Residential, northeast of Sierra Highway
1 3 and Sand Canyon Road (Sierra Heights)
Tract 45416, Residential, Sierra Highway west of Sand Canyon
3A [was District 1, Zone 13]
Albertson's Shopping Center, Commercial, Via Princessa and
Sierra Highway (Albertson's Street Trees), Parcel Map 24147
Fiscal Year City of Santa Clarita Combined Engineer's Report
2012/2013 Landscape Maintenance Districts Page 5
(Costco) [was District 1 zone 2A], Sierra Storage [was District 1
1 .4.
Zone 28], Tract 50151 across from Costco [was District 1 Zone
2C], Tract 50484, Via Princessa and Highway 14 (Jack-in-the-
box) [was District 1 Zone 2D], Parcel Map 25196, Sierra Highway
north of Via Princessa (Flying Tiger) [was District 1 Zone 2E],
-
Riverview Shopping Center [was District 1 Zone 2G]
Residential, May Way and Via Princessa, west of Whites Canyon
1 5„
Rd (Sunset Hills)
Tract 52276, Residential, Koji Court, Via Princessa and. May Way
5A(was District 1, Zone 91
Tracts -46626,' 50536 and 47863; Residential;. -Whites Canyon
1 6
Road and Canyon Crest Road (Canyon Crest)
Residential & Commercial, McBean and Newhall Ranch
1. 7
(Creekside)
Tract 44374 Woodlands — Currently inactive but could be
1 7A
reactivated at any time.
Tract 52354, Residential, 'Friendly Valley Parkway and Sierra
1 8
Highway
1 15
River Village
1 16
Valencia Industrial Center
1 17
Bouquet Canyon Road/Railroad Avenue
Fiscal Year City of Santa Clarita Combined Engineer's Report
2012/2013 Landscape Maintenance Districts Page 5
WILL.DAN
' Flronclal Services
1
18
Town Center / Tourney Rd
1
19
Bridgeport / Bouquet
1
20
Golden Valley Ranch - Commercial
Tract 52414, Residential, Golden Valley Road, Pardee (was
1 •
21
District 1 Annex 1D]
1
22
Henry Mayo Newhall Memorial Hospital
Golden Valley Road and Highway 14 (Montecito) (was District 1
1
23
Annex 1A)
Tract 44892, Residential, Canyon Gate, Golden Valley Road and
1
24
Sierra Highway [was District 1 Annex 1 C]
1
25
Tract 53419, Residential, Valle Di Oro [was District 1 Annex 1 F]
Commercial, Centre Pointe, south of Soledad Canyon Road [was
1
26
District 1 Annex 1B]
Railroad Avenue and Oakridge (Circle J Ranch) [was District T1
1
27
Zone T42A, T42B and T42C]
Main Street, Railroad Avenue, Newhall Avenue, Dockweiler,
small portions of Sierra Highway and Lyons Avenue and the
1
28
Newhall Library Area
1
2008-1
Citywide Major Thoroughfare Medians
Residential / Commercial, Lyons, Orchard Village Road and
1
T2
Wiley Canyon (Old Orchard)
Residential, NW -of Wiley Canyon and Orchard Village Road
1
T3
(Valencia Hills)
The golf course property on Tournament Road and the
residential properties located South of Vista Hills Drive and East
1
T38
of Tournament Road within Valencia Hills development
Residential / Commercial, McBean Parkway, Orchard Village
1.
T4
Road and Tournament Road (Valencia Meadows)
1
T7
Valencia Central & North Valley [was District T1 Zone T7]
Residential / Commercial, McBean Parkway and Newhall Ranch
1
T46
Road (Northbridge)
1
T47
Residential & Commercial - Northpark
1
T52
Residential - Stonecrest
Residential, SE of Orchard Village Road and McBean Parkway
T1
T5'
(La Questa)
Residential / Commercial, McBean Parkway and Avenida
T1
T6
Navarre (South Valley)
Residential / Commercial, McBean Parkway and Del Monte Dr
T1
T8
(Summit)
Residential, Rainbow Glen Drive and Sierra Highway (Rainbow
T1
T17
Glen
Fiscal Year City of Santa Clarita Combined Engineer's Report
2012/2013 Landscape Maintenance Districts Page 6
C. CAPITAL IMPROVEMENT PROJECTS
The following is a brief discussion of the Capital Improvement Projects in the Landscape
Maintenance Districts:
Zone 4 Via Princessa / Sierra Highway
Parkway Improvements - The project will provide conceptual improvements for
landscape design to the non median in the vicinity of Sierra Highway and Via Princessa,
and whereby construction will be phased over multiple years.
Zone 2008-1 Maior Thoroughfare Medians
Newhall Avenue — This effort will provide for the design and construction of raised
landscaped medians along Newhall Avenue. Beginning just east of the Southern
California Regional Rail Authority (SCRRA) track crossing, the project will continue east
just short of the existing landscaped median near Sierra Highway.
Railroad Avenue — This effort will provide for the design and construction of raised
landscaped medians along Railroad Avenue. Beginning just north of the Via Princess
fly -over, the project will continue south to 13`h Street. The final terminus may vary
depending on design parameters, which may shorten the length of the improvement.
Golden Valley Road — The project will construct a new landscape median on Golden
Valley Road along the existing unimproved median area. Beginning at Centre Pointe, the
project will move east to Robert C. Lee Parkway.
Sierra Highway — The project will provide for design and removing of existing asphalt
filled median, and installing landscape in the median on Sierra Highway. Improvement
area begins at Friendly Valley Parkway and travels east to Via Princessa.
Fiscal Year City of Santa Clarita Combined Engineer's Report
2012/2013 Landscape Maintenance Districts Page 7
Residential / Commercial, Seco Canyon Road and Copper Hill
T1
T23
Road (Mountain View)
Residential, Seco Canyon Road and Copper Hill (Mountain View
T1
T23A
Condos)
Residential, Seco Canyon Road and Copper Hill Road (Seco
T1
T23B
Villas)
Residential, Rainbow Glen Drive and Soledad Canyon (American
T1
T29
Beauty)
Residential, . Shangri La Drive and Soledad Canyon Road
(Shangri-La), plus Commercial, Soledad Canyon Branch Library
T1
T31
[was District 1, Zone 14]
T1
T1-31 Commercial, Seco Canyon Village
C. CAPITAL IMPROVEMENT PROJECTS
The following is a brief discussion of the Capital Improvement Projects in the Landscape
Maintenance Districts:
Zone 4 Via Princessa / Sierra Highway
Parkway Improvements - The project will provide conceptual improvements for
landscape design to the non median in the vicinity of Sierra Highway and Via Princessa,
and whereby construction will be phased over multiple years.
Zone 2008-1 Maior Thoroughfare Medians
Newhall Avenue — This effort will provide for the design and construction of raised
landscaped medians along Newhall Avenue. Beginning just east of the Southern
California Regional Rail Authority (SCRRA) track crossing, the project will continue east
just short of the existing landscaped median near Sierra Highway.
Railroad Avenue — This effort will provide for the design and construction of raised
landscaped medians along Railroad Avenue. Beginning just north of the Via Princess
fly -over, the project will continue south to 13`h Street. The final terminus may vary
depending on design parameters, which may shorten the length of the improvement.
Golden Valley Road — The project will construct a new landscape median on Golden
Valley Road along the existing unimproved median area. Beginning at Centre Pointe, the
project will move east to Robert C. Lee Parkway.
Sierra Highway — The project will provide for design and removing of existing asphalt
filled median, and installing landscape in the median on Sierra Highway. Improvement
area begins at Friendly Valley Parkway and travels east to Via Princessa.
Fiscal Year City of Santa Clarita Combined Engineer's Report
2012/2013 Landscape Maintenance Districts Page 7
`WILLDAN
Financial Services
Sand Canyon Road at SR -14 — The project will provide for the design and installment of
landscape improvements on eligible portions of the interchange. Improvements for non -
'eligible areas are funded by a grant.
Golden Valley Road/SR 14 — The project will provide for the design and installment of
landscape median near the project area.
McBean Parkway Widening/Gap Closure Over River - The project will provide for the
design and installment of landscape median near the project area.
Zone T4 Valencia Meadows
Parkway Improvements - The project will construct landscape improvements to south
side parkway along Tourney Road from McBean Parkway to Gold View Drive. The
improvement may include a decomposed granite walkway.
Fiscal Year City of Santa Clarita Combined Engineer's Report
2012/2013 Landscape Maintenance Districts Page 8
IWILLDAN
rmncial Services
III. ESTIMATE OF COSTS
The estimated costs for the operation, maintenance and servicing of the facilities for Fiscal Year
201212013 are shown below. The 1972 Act provides that the total cost of the maintenance and
services, together with incidental expenses, may be financed from the assessment proceeds.
The incidental expenses may include engineering fees, legal fees, printing, mailing, postage,
publishing, and all other related costs identified with the district proceedings.
The estimated costs of the improvements for the Districts are voluminous and are not bound in
this report but by this reference are incorporated and made a part of this report. The estimated
costs are on file at the City where they are available for public inspection.
The annual budgets for the other Districts and Zones are shown on the following page:
Fiscal Year City of Santa Clarita Combined Engineer's Report
2012/2013 Landscape Maintenance Districts Page 9
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Financial Services
/V METHOD OF APPORTIONMENT OF ASSESSMENT
A. GENERAL
Part 2 of Division 15 of the Streets and Highways Code, the Landscaping and Lighting
Act of 1972, permits the establishment of Maintenance Districts by cities for the purpose
of providing certain public improvements which include the construction, maintenance
and servicing of street lights, traffic signals and landscaping facilities.
Section 22573, Landscaping and Lighting Act of 1972 requires that maintenance
assessments be levied according to benefit rather than according to assessed value.
This section states:
"The net amount to be assessed upon lands within a Maintenance District may
be apportioned by any formula or method which fairly distributes the net
amount among all assessable lots or parcels in proportion to the estimated
benefits to be received by each such lot or parcel from the improvements."
The Act permits the designation of zones of benefit within any individual Maintenance
District if "by reason of variations in the nature, location, and extent of the improvements,
the various areas will receive different degrees of benefit from the improvements." (Sec.
22574). Thus, the 1972 Act requires the levy of a true "assessment" rather than a
"special tax."
In addition, Proposition 218 requires that
reasonable cost of the proportional special
218 provides that only special benefits are
general benefits from the special benefits.
B. REASON FOR THE ASSESSMENT
a parcel's assessment may not exceed the
benefit conferred on that parcel. Proposition
assessable and the City must separate the
The assessment is proposed to be levied to defray the costs of the installation,
maintenance and servicing of landscaping improvements, as previously defined herein in
Part A of this Report.
C. SPECIAL BENEFIT ANALYSIS
In determining the proportionate special benefit derived by each identified parcel, the
proximity of the parcel to the public improvements detailed in Part A above, and the
capital, maintenance and operating costs of said public improvements, was considered
and analyzed. Due to the close proximity of the parcels to the improvements detailed in
Part A above, it has been demonstrated and determined the parcels are uniquely
benefited by, and receive a direct advantage from, and are conferred a particular and
distinct special benefit over and above general benefits by, said public improvements in
a way that is particular and distinct from its effect on other parcels and that real property
in general and the public at large do not share.
Street Landscaping
Trees, landscaping, hardscaping, ornamental structures and appurtenant facilities, if well
maintained, confer a particular and distinct special benefit upon real property within each
Zone of Benefit by providing beautification, shade and positive enhancement of the
Fiscal Year City of Santa Clanta Combined Engineer's Report
2012/2013 Landscape Maintenance Districts Page 11
WILLDAN
! j Financial Services
community character, attractiveness and desirability of the surroundings. In addition, all
of the aforementioned contributes to a specific increase in property desirability and a
specific enhancement of the property value of each parcel within each Zone of Benefit
which confers a particular and distinct special benefit upon the real property within each
Zone of Benefit.
In Parkways and Land Values, written by John Nolan and Henry V. Hubbard in 1937, it is
stated:
"... there is no lack of opinion, based on general principals and experience and
common sense, that parkways do in fact add value to property, even though the
amount cannot be determined exactly.... Indeed, in most cases where public
money has been spent for parkways the assumption has been definitely made
that the proposed parkway will show a provable financial profit to the City. It has
been believed that the establishment of parkways causes a rise in real estate
values throughout the City, or in parts of the City,.....
It should be noted that the definition of "parkways" above may include the roadway as
well as the landscaping alongside the roadway.
Landscaped Medians in the Maior Thoroughfares.
The landscape improvements in the medians along the major thoroughfares confer a
particular and distinct special benefit upon real property within the City by providing
beautification, and positive enhancement of the community character, attractiveness and
desirability of the City. In addition, all of the aforementioned contributes to a specific
increase in property desirability and a specific enhancement of the property value of
.each parcel within the City which confers a particular and distinct special benefit upon
the real property within the City. These major thoroughfares are the entryways into the
City and as such provide beautification to the entire City; therefore, all parcels within the
City are conferred a special benefit from the landscaped medians in the major
thoroughfares. Landscaping in the medians along the major thoroughfares provides only
incidental benefits to motorists traveling to, from or through the City.
Recreational Trails and Greenbelts:
Landscaping along recreational trails and greenbelts, if well maintained, confer a
particular and distinct special benefit upon real property within each Zone of Benefit by
providing beautification and positive enhancement of the community character,
attractiveness and desirability of the surroundings. In addition, all of the aforementioned
contributes to a specific increase in property desirability and a specific enhancement of
the property value of each parcel of each parcel within each Zone of Benefit which
confers a particular and distinct special benefit upon the real property within each Zone
of Benefit.
In "Greenways for America" by Charles E. Little, it is stated:
"... [real estate] agents routinely advertise properties as being on or near the
trail.... property near but not immediately adjacent to the Burke -Gilman Trail is
significantly easier to sell and, according to real estate agents, sells for an
average of 6 percent more as a result of its proximity to the trail. Property
immediately adjacent to the trail, however, is only slightly easier to sell .... trails are
Fiscal Year City of Santa Clarita Combined Engineer's Report
2012/2013 Landscape Maintenance Districts Page 12
,ilhKWILLDAN
Financial Services
an amenity that helps sell homes, increase property values and improve the
quality of life."
Additionally, the National Recreation and Park Association, in June 1985, stated:
"The recreation value is realized as a rise in the value of land and other property
in or near the recreation area, and is of public interest to the taxpayers, who have
a stake in a maximum of total assessed values."
Operation and maintenance of the trails
particular and distinct special benefit tc
immediately surrounding the improvements.
D. GENERAL BENEFITS
and greenways within the City confers a
those properties within the community
The general benefits associated with trees, landscaping improvements, hardscaping,
ornamental structures and appurtenant facilities located near the parcels within the
Districts are considered incidental, negligible and non -quantifiable to the public at large.
Landscaping in the medians along the major thoroughfares provides only incidental,
negligible and non -quantifiable benefits to motorists traveling to, from or through the
City. Operation and maintenance of the trails and greenways within the City provides
only incidental, negligible and non -quantifiable benefits to pedestrians and cyclists
traveling through the trails and greenbelts. The improvements detailed in Part A herein
confer special benefits that affect the assessed property in a way that is particular and
distinct from the effects on other parcels and that real property in general and the public
at large do not share.
E. APPORTIONMENT METHODOLOGY
The following table lists the various Zones and Annexations within the Districts, their
land use and assessment type, and the number of assessable parcels, units, acreage or
EBU's.
Equivalent Benefit Units (EBU's)
In order to allocate benefit fairly between the parcels, an Equivalent Benefit Unit (EBU)
methodology is proposed which equates different types of land uses to a single-family
residential parcel, thereby allowing a uniform method of assessment.
The EBU method uses the single-family home as the basic unit of apportionment. A
single family home equals one Equivalent Benefit Unit (EBU). Every other land use is
converted to EBU's as described below. All properties in the District will be assigned
benefit units and land use classifications per the County Assessor's roll. (Inaccuracies in
the County data will be reviewed on a case by case basis as they are brought to the
City's attention.)
A methodology has been developed to calculate the EBU's for other residential land
uses and for non-residential parcels. Every land use is converted to EBU's: parcels
containing apartments are converted to EBU's based on the number of benefit 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 Combined Engineer's Report
2012/2013 Landscape Maintenance Districts Page 13
WlLLDAN
r; Financial Services
There are various apportionment methodologies used in the Districts. A "Method Code'
in the table below identifies the specific methodology used for each District, Zone and
Annexation. These "Method Codes" are explained after the table.
Fiscal Year City of Santa Clarita Combined Engineer's Report
2012/2013 Landscape Maintenance Districts Page 14
1
1
1G Res
EBU
261.290
5
1
1
7A Res
EBU
319,000
1
1
2F Comm
Parcel
1
1
1
3
-- Res
3A' Res
Parcel
Parcel
76
177
1
1
1
4 —
Comm
EBU
519.863
7
1
5
Res
5A Res
Parcel
Parcel
161
14
1
1
1
6
Res
EBU
281.000
7
1
7
Res
EBU
1,027.997
7
1
8
Res/Comm
EBU
33.510
7
1
15
Res/Comm
EBU
488.310
7
1
16
CommNac
EBU
7,805.135
7
1
17
Multiple
EBU
1,275.270
7
1
18
Res/Comm
EBU
3,958.901
7
1
19
Res/Comm
EBU
1,204.335
7
1
20
Res/Comm
EBU
337.320
7
1
21
Res
EBU
184.580
7
1
22
Comm
EBU
178.680
7
1
23
Res/Comm
EBU
104.240
7
1
24
Res/Other
EBU
150.025
7
1
25
Res/Other
EBU
87.467
7
1
26
Comm
EBU
2,429.202
7
1
27
Res/Comm
EBU
851.156
7
1
28
Res/Comm
EBU
4,917.185
.7
1
2008-1
Res/Comm
EBU
74,660.050
7
1
T2
Res/Comm
EBU
1,128.701
7
1
T3
Res/Comm
EBU
461.250
7
1
T3B
Res/Comm
EBU
206.459
7
1
T4
Res/Comm
EBU
956.387
7
1
T7
Res/Comm
EBU
1,971.143
7
1
T46
Res/Comm
EBU
2,345.815
7
Fiscal Year City of Santa Clarita Combined Engineer's Report
2012/2013 Landscape Maintenance Districts Page 14
WILLDAN
Financial Services
The number of parcels, units, acres and EBU's shown in the table above reflect the
current information for the Districts. These numbers will be updated prior to submitting
the final Assessment Roll to the County Auditor -Controller for placement on the property
tax bills. Fluctuations in the number of parcels and other information may occur from
year to year as parcels subdivide, combine and/or change uses.
F. METHOD CODE DEFINITIONS
Method 1 — The assessment is apportioned to the benefiting properties on a per -
parcel basis.
Method 2 —The assessment is apportioned to the benefiting properties on an acreage
basis where all parcels are assessed based on the parcel's percentage of the total
number of acres in the annexation or zone.
Method 3 —The assessment is apportioned to the benefiting properties based on
Equivalent Benefit Units (EBU's) such that a Single Family Detached Residence (SFR)
is equal to 1 EBU and all other properties are converted to EBU's based on their relative
benefit as compared to an SFR as follows:
:iY llt�pwl-1 ,rt: -c _-Y 'w w:.i..}.,�i��!) •�
Single Family Residential 1 single family dwelling unit 1 EBU
Multi Family Residential Condos 1 single family dwelling unit 1 EBU
Multi Family Residential Apartments 1 apartment unit 1 EBU
Commercial Industrial 1 commercial/industrial parcel 5 EBU
Fiscal Year City of Santa Clarita Combined Engineer's Report
2012/2013 Landscape Maintenance Districts Page 15
3
rt�Slll1�S.+ae�A1�.
'30'1!13'
�Y�
1�1f1i:i5 `>'
•
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1
T47
Res/Comm
EBU
1,924.764
7
1
T52
Res
Parcel
459
1
T1
T5
Res/Comm
Parcel
741
1
T1
T6
Res/Comm
Parcel
603
1
T1
T8
Res/Comm
Parcel
2,140
1
T1
T17
Res
Parcel
74
1
T1
T23
Res/Comm
Parcel
1,493
1
T1
T23A
Res
Parcel
383
1
T1
T238
Res
Parcel
156
1
T1
T29
Res
Parcel
221
1
T1
T31
Res/Comm
Parcel
450
1
T1
Ti -31 Comm
EBU
5.000
3
The number of parcels, units, acres and EBU's shown in the table above reflect the
current information for the Districts. These numbers will be updated prior to submitting
the final Assessment Roll to the County Auditor -Controller for placement on the property
tax bills. Fluctuations in the number of parcels and other information may occur from
year to year as parcels subdivide, combine and/or change uses.
F. METHOD CODE DEFINITIONS
Method 1 — The assessment is apportioned to the benefiting properties on a per -
parcel basis.
Method 2 —The assessment is apportioned to the benefiting properties on an acreage
basis where all parcels are assessed based on the parcel's percentage of the total
number of acres in the annexation or zone.
Method 3 —The assessment is apportioned to the benefiting properties based on
Equivalent Benefit Units (EBU's) such that a Single Family Detached Residence (SFR)
is equal to 1 EBU and all other properties are converted to EBU's based on their relative
benefit as compared to an SFR as follows:
:iY llt�pwl-1 ,rt: -c _-Y 'w w:.i..}.,�i��!) •�
Single Family Residential 1 single family dwelling unit 1 EBU
Multi Family Residential Condos 1 single family dwelling unit 1 EBU
Multi Family Residential Apartments 1 apartment unit 1 EBU
Commercial Industrial 1 commercial/industrial parcel 5 EBU
Fiscal Year City of Santa Clarita Combined Engineer's Report
2012/2013 Landscape Maintenance Districts Page 15
WILLDAN
p�.?n.Vf Financial Services
Method 4 —The assessment is apportioned to the benefiting properties based on
Equivalent Benefit Units (EBU's) such that a Single Family Detached Residence (SFR)
is equal to 1 EBU and all other properties are converted to EBU's based on their relative
benefit as compared to an SFR as follows:
Single Family Residential 1 single family dwelling unit 1 EBU
Multi Family Residential Condos 1 single family dwelling unit 1 EBU
Multi Family Residential 2 single family dwelling units 2 EBU
Multi Family Residential Apartments 1 apartment unit 0.8 EBU
Method 5 —The assessment is apportioned to the benefiting properties based on
Equivalent Benefit Units (EBU's) such that a Single Family Detached Residence (SFR)
Js equal to 1 EBU and all other properties are converted to EBU's based on their relative
benefit as compared to an SFR as follows:
Residential
= 1.00 EBU / dwelling
Single family home '
1'dwelling x
Single.family vacant(subdivided) ..
1 parcel x
Multi -Family (incl. Condo)
1 dwelling x
Mobile Home Parks
1 space, x
Developed Non -Residential
1 acre x
X
1
= 1.00 EBU / dwelling
0.25
= 0.25 EBU / parcel
0.8
= 0.80 EBU / dwelling
0.5
= 0.50 EBU ! space
6
= 6.00 EBU / acre
1.5
= 1.50 EBU / acre
Method 6 —The assessment is apportioned to the benefiting properties based on
Equivalent Benefit Units (EBU's) such that a Single Family Detached Residence (SFR)
is equal to 1 EBU and all other properties are converted to EBU's based on their relative
benefit as compared to an SFR as follows:
Single Family Residential 1 single family dwelling unit 1 lII EBU Condominiums 1 single family dwelling unit 0.8 EBU
Multi Family Residential Apartments 1 apartment unit 0.5 EBU
Method 7 —The assessment is apportioned to the benefiting properties based on
Equivalent Benefit Units (EBU's) such that a Single Family Detached Residence (SFR)
is equal to 1 EBU and all other properties are converted to EBU's based on their relative
benefit as compared to an SFR as follows:
Fiscal Year City of Santa Clarita Combined Engineer's Report
2012/2013 Landscape Maintenance Districts Page 16
NA/WILLDAN
Financial Services
KiiaimW-effim-W60'1t-�.lii"
Residential , .
Single family home
1 dwelling . x
1 = 1.00 EBU / dwelling
Single family vacant (subdivided)
1 parcel x
0.25 = 0.25 EBU / parcel
Multi -Family (incl. Condo)
1 dwelling x
0.75 = 0.75 EBU / dwelling
Mobile Home Parks
1 space x
0.5 = 0.50 EBU / space
Developed Nori-Residential
1 acre x
6 6.00 EBU / acre
Vacant / Park / School
1 acre x
1.5 = 1.50 EBU / acre
Special Cases
Varied = Varied EBU
G. ASSESSMENT RATES AND ANNUAL LEVY
The tables on the following pages provide the Maximum Assessment Rate, Applied
Assessment Rate and Annual Levy Amounts for each District by Zone and Annexation
for Fiscal Year 2012/13.
Fiscal Year City of Santa Clanta Combined Engineer's Report
2012/2013 Landscape Maintenance Districts Page 17
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WILLDAN
_s J Financial Services
V ASSESSMENT ROLL
The total proposed assessment for Fiscal Year 2012/2013 and the amount of the total proposed
assessment apportioned to each lot or parcel within the District, as shown on the latest
assessment roll at the Los Angeles County Assessor's Office, are contained in the Assessment
Roll on file in the office of the City Clerk of the City of Santa Clarita, which is incorporated herein
by reference.
The description of each lot or parcel is part of the records of the Assessor of the County of Los
Angeles and these records are, by reference, made part of this Report.
Fiscal Year City of Santa Clarita Combined Engineer's Report
2012/2013 Landscape Maintenance Districts Page 20
WILLDAN
Financial Services
VI ASSESSMENT DIAGPAM
The following page shows an overview of the Landscape Maintenance District Boundary Map.
Detailed District boundary diagrams will be available for inspection at the office of the City Clerk
during normal business hours and, by reference, are made part of this report.
Fiscal Year City of Santa Clarita Combined Engineer's Report
2012/2013 Landscape Maintenance Districts Page 21
",*'WILLDAN
Financial Services
APPENDIX
There are over 1,000 acres of maintained landscape benefiting properties located in 40 zones
within the LMD. Detailed plans and specifications for these improvements are on file in the City
of Santa Clarita Special District's office. However, general descriptions written below
characterize landscape benefits provided to property owners.
The LMD zones listed below are categorized by the type and character of their benefits. The
name of the zone(s) follows the benefit description.
District No. 1, Zone 2008-1 Major Thoroughfare Medians:
Properties in this zone receive a benefit from maintenance and improvement to medians on the
City's major thoroughfares. Typical maintenance and improvement activities include: care of
landscape, hardscape, irrigation systems, ornamental structures, signage, lighting, and plant
material consisting of: turf, ground cover, shrubs, trees and flowers. Landscaping activities
performed within the boundary of this zone are on easements or public rights of way.
District 1, Zones T-2 Old Orchard, T-3 and T -3B Valencia Hills, T-4 Valencia Meadows, T-5
Valencia Glen, T-6 South Valley, T-7 Central & North Valley, T-46 Northbridge, T-47 North
Park, 7 Creekside, 19 Bridgeport / Bouquet. District T1, Zone T-8 Valencia Glen, T-6 South
Valley:
These zones are best characterized as primarily benefiting owners of residential property
through an interconnecting system of landscaped paseos. Typical maintenance and
improvement activities include care for: slopes, parks, parkways and side panels, local medians,
tunnels, paseos, paseo bridges, fences, walls, swales, hardscape, irrigation systems,
ornamental structures, signage, lighting, playground equipment, play courts and drinking
fountains. Plant material consists of: turf, ground cover, shrubs, trees and flowers. Landscaping
activities performed in these zones are on easements or public rights of way.
District T1, Zones T-17, Rainbow Glen, T-23 Mountain View, T -23A Mountain View
Condos, T -23B Seco Villa Condos, T-31 Shangri-La, T-29 American Beauty, District 1,
Zones T-52 Stone Crest, 3 Sierra Heights, 5 Sunset Hills, 6 Canyon Crest, 15 River Village,
21 Golden Valley Ranch Residential, 27 Circle J Ranch:
These zones are best characterized by primarily benefiting owners of residential property
through maintaining irrigated and non irrigated slopes and beautifying entry corridors. Typical
maintenance and improvement activities include care for: slopes, parks, parkways, side panels,
local medians, fences, swales, hardscape, irrigation systems, ornamental structures, signage,
lighting, and playground equipment. Plant material consists of: turf, ground cover, shrubs, trees
and flowers. Landscaping activities performed in these zones are on easements or public rights
of way.
District No. 1 Zones 8 Friendly/Sierra, 23 Montecito, 24 Canyon Gate, 25 Valle Di Oro:
These zones are best characterized primarily benefiting owners of residential property through
maintaining smaller landscape areas consisting of parkways and side panels buffering the
benefiting properties from City streets. The landscape materials consist of: turf, ground cover,
shrubs, trees and flowers which is maintained by irrigation systems. The LMD maintains a
slope benefiting Canyon Gate property owners. Landscaping activities performed in these zones
are on easements or public rights of way.
Fiscal Year City of Santa Clarita Combined Engineer's Report
2012/2013 Landscape Maintenance Districts APPENDIX
WILLDAN
' Financial Services
District T1 Zones T-1 Faircliff, District 1 Zones 1 Golden Valley, 2 Edwards Cinema, 4 Via
Princessa/Sierra Highway, 17 Bouquet/Rail Road Avenue, 16 Valencia Industrial Center,
18 Town Center I Tourney Road, 20 Golden Valley Ranch Commercial, 22 HMNMH (Henry
Mayo Newhall Hospital), 26 Centre Pointe, 28 Newhall:
These zones are best characterized as primarily benefiting commercial and retail properties.
Typical maintenance and improvement activities include care for: slopes, parkways and side
panels, local fences, walls, swales, hardscape, irrigation systems, ornamental structures,
signage, lighting and monument signs. Plant material consists of: turf, ground cover, shrubs,
trees and flowers. Landscaping activities performed in these zones are on easements or public
rights of way.
Fiscal Year City of Santa Clarita Combined Engineer's Report
2012/2013 Landscape Maintenance Districts APPENDIX
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Engineer's Report
Streetlight Maintenance District No. 1
FISCAL YEAR 2012/2013
Intent Meeting: May 8, 2012
Public Hearing: May 22, 2012
Prepared May 1, 2012
WILLDAN
Fnanclal Services
CITY OF SANTA CLARITA
STREETLIGHT MAINTENANCE DISTRICT NO. 1
ENGINEER'S REPORT
CERTIFICATE
This Report describes the Streetlight Maintenance District Number 1 including the
improvements, budgets, parcels and assessments to be levied for fiscal year 2012/2013, 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 , 2012.
Willdan Financial Services
Assessment Engineer
By: By:
Stacee Reynolds Richard Kopecky
Sr, Project Manager, District Administration Services 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 2012.
By:
Sarah Gorman, Esq., 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 , 2012.
By:
Sarah Gorman, Esq., City Clerk
City of Santa Clarita
Los Angeles County, California
TABLE OF CONTENTS
/.
OVERVIEW..............................................................................................................
1
A.
INTRODUCTION...............................................................................................................1
B.
RIGHT TO VOTE ON TAXES ACT (PROPOSITION 218) ...............................................2
A
PLANS AND SPECIFICATIONS.............................................................................
4
A.
IMPROVEMENTS AUTHORIZED BY THE 1972 ACT.....................................................4
B.
DESCRIPTION OF IMPROVEMENTS TO BE MAINTAINED AND SERVICED..............5
ESTIMATEOF COSTS............................................................................................ 6
/V.
METHOD OF ASSESSMENT..................................................................................9
A.
BACKGROUND................................................................................................................9
B.
SPECIAL BENEFIT ANALYSIS.......................................................................................9
C.
GENERAL BENEFIT ANALYSIS...................................................................................10
D.
ASSESSMENT RATES..................................................................................................11
E.
APPORTIONMENT.........................................................................................................12
V.
ASSESSMENT DIAGRAM....................................................................................
16
V/.
ASSESSMENT ROLL............................................................................................
19
WILLDAN
Financial Services
OVERVIEW
A. INTRODUCTION
This report is prepared in compliance with the requirements of Article 4, Chapter 1 of the
Landscaping and Lighting Act of 1972, (hereinafter referred to as the "Act") which is Part
2, Division 15 of the California Streets and Highways Code.
Prior to Fiscal Year 1998/99, streetlight services in the City of Santa Clarita ("City') were
provided by a special benefit district administered by the County of Los Angeles. The
Santa Clarita area was included in two separate districts under the County's jurisdiction.
County Lighting District LLA -1 was formed on July 24, 1979 and was supplemented by
the existing County Lighting Maintenance District ("CLMD 1867"). Upon incorporation of
the City of Santa Clarita in 1987, a Santa Clarita Zone was formed specifically for the
area within the City's boundaries. CLMD 1867 and County Lighting District LLA -1 are
contiguous with each other and are wholly within the City's boundaries. However,
County Lighting District LLA -1 covers a greater portion of the City.
The District referred to as CLMD 1867 is funded from ad valorem property tax revenue
pursuant to the Improvement Act of 1911, with the rate set by Proposition 13. The
County Lighting District LLA-1("LLA-1") was established and is funded by assessments
levied beginning in 1979 pursuant to the Landscape and Lighting Act of 1972 when new
annexations to the County Lighting District could no longer collect ad valorem revenue.
LLA -1 was established to cover the lights in the new annexation areas and to
supplement the current ad valorem revenue.
As of July 1, 1998, all streetlight districts are under the jurisdiction of the City as
Streetlight Maintenance District No. 1 ("District") (previously LLA -1) and No. 2
(previously CLMD 1867) respectively. It is the City's responsibility to prepare and levy
the annual assessments necessary to maintain the streetlights within the District.
'Upon the effective date of the transfer, the City assumed total responsibility for the
District's maintenance contract under which Southern California Edison provides the
required services. Pursuant to the Act, the City Council is now the legislative body for the
District and may levy annual assessments and act as the governing body for the
operation and administration of the District.
In future years, as territory is annexed into the City, annexation to the District will be a
condition of annexation to the City. In addition, any new development will also be
required to annex into the existing District. All new annexations will be annexed into
Streetlight Maintenance District No. 1, under the 1972 Act. It is not clear at this time
whether the City can collect ad valorem on any new annexations. This report includes
all annexations that have been approved by the Council prior to June 23, 2011.
The Act provides for the levy of annual assessments after formation of an assessment
district for the continued maintenance and servicing of the district improvements. The
costs associated with the installation, maintenance, and service of the improvements
Fiscal Year City of Santa Clarita Engineer's Report
2012/2013 Streetlight Maintenance District No, 1 Page 1
WI LLDAN
Financial Services
may be assessed to those properties which are benefited by the installation,
maintenance, and service.
This report addresses only Streetlight Maintenance District No. 1. District No. 2, the ad
valorem portion, is handled through the County Auditor and the State Board of
Equalization and is not acted upon by the City Council.
B. RIGHT TO VOTE ON TAXES ACT (PROPOSITION 218)
On November 5, 1996, the electorate approved Proposition 218, Right to Vote on Taxes
Act, which added Articles XIIIC and XIIID to the California Constitution. The Proposition
affects all assessments upon real property for a special benefit conferred on the
property. Assessments imposed under the Landscaping and Lighting Act of 1972 are
these types of benefit assessments.
As written, Proposition 218 exempts assessments for street purposes. The maintenance
services in Streetlight Maintenance District No. 1 are for streetlights. They are an integral
Mart 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, flood control, drainage systems or vector control,
shall be considered exempt from the procedures and approval process set forth in
Section 4 of Article XI IID.
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.
Fiscal Year City of Santa Clanta Engineer's Report
2012/2013 Streetlight Maintenance District No. 1 Page 2
WILLDAN
Financial Services
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 report must include: plans and specifications of any new improvements; an estimate
of the costs of the new improvements, including maintenance and servicing of the new
or existing improvements; and a diagram, i.e., a map of the assessment district showing
the boundary of the District; and the parcels or lots which benefit. Once the report is
completed, it is presented to the City Council for its review and approval as presented, or
may be modified and approved.
After the report is approved, the City adopts the Resolution of Intention which declares
its intent to levy and collect assessments, describes the improvements, including
maintenance and servicing, refers to the District by its distinctive designation, refers to
the report for the details of the District, and sets a time and place for a public hearing on
the levy of the proposed assessment.
Assessments, if authorized, would be placed on the 2012/13 County Tax Roll and would
be collected with the regular County property taxes. Reserve funds would be used to
fund the maintenance and service until assessment funds are distributed by the County
Tax Collector in December of 2012.
Fiscal Year City of Santa Clarita Engineer's Report
2012/2013 Streetlight Maintenance District No. 1 Page 3
NWILLDAN
Financial Services
A PLANS AND SPECIFICATIONS
A. IMPROVEMENTS AUTHORIZED BY THE 1972 ACT
As applicable or may be applicable to this District, the 1972 Act defines improvements to
mean one or any combination of the following:
• The installation or construction of public lighting facilities.
• The maintenance or servicing, or both, of any of the foregoing.
• The acquisition of any existing lighting improvement otherwise authorized
pursuant to this section.
• Incidental expenses associated with the lighting improvements include, but
are not limited to:
• The cost of preparation of the report, including plans, specifications,
estimates, diagram, and assessment;
• The costs of printing, advertising, and the publishing, posting and mailing of
notices;
• Compensation payable to the County for collection of assessments;
• Compensation of any engineer or attorney employed to render services;
• Any other expenses incidental to the construction, installation, or
maintenance and servicing of the lighting improvements;
• Any expenses incidental to the issuance of bonds or notes pursuant to
Section 22662.5.
• Costs associated with any elections held for the approval of a new or
increased assessment.
The 1972 Act defines "Maintain" or "maintenance" to mean furnishing of services and
materials for the ordinary and usual maintenance, operation, and servicing of any
improvement, including the repair, removal, or replacement of all or any part of any
lighting improvement.
'Furthermore, the 1972 Act specifies that where the cost of improvements (other than
maintenance and operations) is greater than can be conveniently raised from a single
annual assessment, an assessment to be levied and collected in annual installments. In
that event, the governing body may choose to do any of the following:
• Provide for the accumulation of the moneys in an improvement fund until
there are sufficient moneys to pay all or part of the cost of the lighting
improvements.
• Provide for a temporary advance to the improvement fund from any available
and unencumbered funds of the local agency to pay all or part of the cost of
the lighting improvements and collect those advanced moneys from the
annual installments collected through the assessments.
Fiscal Year City of Santa Clarita Engineer's Report
2012/2013 Streetlight Maintenance District No. 1 Page 4
WILLDAN
Financial Services
• Borrow an amount necessary to finance the estimated cost of the proposed
improvements. The amount borrowed, including amounts for bonds issued to
finance the estimated cost of the proposed improvements.
B. DESCRIPTION OF IMPROVEMENTS TO BE MAINTAINED AND SERVICED
Streetlight Maintenance District No. 1 was established to collect funds to cover the
expenses for energy and maintenance of a majority of streetlights in the City. These
costs are billed by the Southern California Edison Company for all approximate 15,700
streetlights currently owned and maintained by Edison and all approximate 760
streetlights owned by the City. The proposed new and/or existing improvements for
Streetlight Maintenance District No. 1 include, but are not limited to, and may be
generally described as follows:
• The installation of street lighting, traffic signals and other appurtenant
facilities that are necessary for the daily operation of said lighting located
within City road rights-of-way. Installation covers all work necessary for the
installment or replacement of said lighting and all appurtenant work
necessary to complete said installation or replacement.
• The operation, maintenance, and servicing of all existing street lighting, traffic
signals, and other appurtenant facilities that are necessary for the daily
operation of said lighting located within City road rights-of-way. Operation,
maintenance, and servicing means all work necessary for the daily
maintenance required to maintain said lights in proper operation including
providing said lights with the proper energy necessary to operate the lights.
All improvements consisting of ornamental streetlights, mast arm streetlights and
appurtenant facilities do exist at the present time. The cost associated with these
improvements will be the cost of operations, maintenance and servicing during Fiscal
Year 2012/13.
Plans and Specifications for the improvements for the Streetlight Maintenance District
are voluminous and are not bound in this report but by this reference are incorporated
and made a part of this report. The plans and specification are on file at the City where
they are available for public inspection.
Locations of all streetlights are included on lighting inventory maps available for
inspection at the City.
Fiscal Year City of Santa Clarita Engineer's Report
2012/2013 Streetlight Maintenance District No. 1 Page 5
)WILLDAN
Financial Services
//Z ESTIMATE OF CASTS
The Act provides that the estimated costs of the improvements shall include the total cost of the
improvements for Fiscal Year 2012/13, including incidentals, which may include reserves to
operate the District until funds are transferred to the City from the County around December of
2012.
The Act also provides that the amount of any surplus, deficit or contribution be included in the
estimated cost of improvements. The net amount to be assessed on the lots or parcels within
each district is the total cost of installation, maintenance and servicing with adjustments either
positive or negative for reserves, surpluses, deficits, and/or contributions.
Estimated costs of improvements for Streetlight Maintenance District No. 1 are voluminous and
are not bound in this report but by this reference are incorporated and made a part of this
report. The estimated costs are on file at the City where they are available for public inspection.
Fiscal Year City of Santa Clarita Engineer's Report
2012/2013 Streetlight Maintenance District No. 1 Page 6
WILLDAN
Financial Services
2012-2013 Fiscal Year Budget Estimates
71 0
Assessment - Levy A _ $501,133 $0
Assessment - Levy B 11334,193 0
Ad Valcrem � - _ 0 2,169,950
Interest - 0 80,000
Other Fees 0 2,500
Personnel
Department
Other Administrative
Operations & Maintenance
Electric Utilities'- Traffic Signals
Electric Utilities -Street Lights
Traffic Signal Maintenance.
Contractual Services
Automotive Equipment
General Administration
Capital Improvements
Lighting (traffic signal LED )
$255,759 $0
134,580 50,660
0
254,800
2,795,000
0
0
763,000
40,336
315,000
0
0
81,690
5,000
0 0
0 0
Transfers Out
Transfers Out to GASB 45 _
16,191
0
s. _, •- a �"'€ Al
Estimated Beginning Fund Balance (7/01112)
- $0
$2,879,065
Estimated Revenues
1,835,326
2,252,450
Estimated Expenditures
(3,307,365)
(1,388,460)
Transfers In (Out) between SMD Funds
- 1,488,230
(1,488,230)
Transfers Out to GASB 45
(16,191)
0
Transfers Out to General Fund
0
0
Transfers In from Gas Tax -
0
0
Operating Reserves -
0
0
Replacement Reserves
0
0
In addition to revenue received from both ad valorem taxes and assessments, there is a
balance in the account from money transferred from the County upon completion of the
jurisdictional transfer.
Fiscal Year City of Santa Clarita Engineers Report
2012/2013 Streetlight Maintenance District No. 1 Page 7
WILLDAN
Financial Services
The remaining balance will be used for capital improvements to the District in the form of
additional maintenance including upgrades and unrecoverable knockdowns not covered by
Southern California Edison.
Fiscal Year City of Santa Clarita Engineer's Report
2012/2013 Streetlight Maintenance District No. 1 Page 8
NWILLDAN
_ . Financial Services
/V METHOD OF ASSESSMENT
The following is the approved assessment methodology for the Santa Clarita Street Light
Maintenance District No. 1:
A. BACKGROUND
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 in
proportion to the estimated benefits to be received by each lot or parcel from the
improvements. In addition, Proposition 218 requires that a parcel's assessment may not
'exceed the reasonable cost of the proportional special benefit conferred on that parcel.
The Proposition provides that only special benefits are assessable, and the City must
separate the general benefits from the special benefits conferred on a parcel. A special
benefit is a particular and distinct benefit over and above general benefits conferred on
the public at large, including real property within the District. The general enhancement
of property value does not constitute a special benefit.
B. SPECIAL BENEFIT ANALYSIS
In determining the proportionate special benefit derived by each identified parcel, the
proximity of the parcel to the public improvements detailed in Part A above, and the
capital, maintenance and operating costs of said public improvements, was considered
and analyzed. Due to the close proximity of the parcels to the improvements detailed in
Part A above, it has been demonstrated and determined the parcels are uniquely
benefited by, and receive a direct advantage from, and are conferred a particular and
distinct special benefit over and above general benefits by, said public improvements.
Most of the streetlighting improvements were conditions of approval for the creation or
development of the parcels. In order to create or develop the parcels, the City required
the original developer to install, and guarantee the maintenance of, street lighting and
appurtenant facilities to serve the parcels. Therefore, these parcels within the District
could not have been developed in the absence of the installation and promised
maintenance of these facilities.
The proper maintenance of the streetlighting and appurtenant facilities specially benefit
parcels within the District. The proper maintenance of the street lighting and appurtenant
facilities reduces property -related crimes (especially vandalism) against properties in the
District. The street lighting located in Streetlight Maintenance District No. 1 helps to
visually join the various segments of the community, which enhance property. In
addition, all of the above mentioned improvements contribute to a specific enhancement
of the property value of each of the parcels within the District.
The benefit provided by streetlighting consists of safety for pedestrians and motorists
living and owning property in the District during the nighttime hours. This is a particular
and distinct special benefit to all developed parcels in the District.
Fiscal Year City of Santa Clanta Engineer's Report
2012/2013 Streetlight Maintenance District No. 1 Page 9
WILLDAN
Financial Services
Streetlights can be determined to be an integral part of streets as a permanent public
improvement. One of the principle purposes of fixed roadway lighting is to create a
nighttime environment conducive to quick, accurate, and comfortable seeing for the user
of the facility. These factors, if attained, combine to improve traffic safety and achieve
efficient traffic movement. Fixed lighting can enable the motorist to see detail more
distinctly and to react safely toward roadway and traffic conditions present on or near the
roadway facility.
Streets are constructed for the safe and convenient travel by vehicles and pedestrians.
They also provide an area for underground and overhead utilities.
Streetlights are installed on and are for street purposes and are maintained and serviced
for optimum use of the streets as intended in their design. Assessments for the
maintenance and servicing of streets may include streetlights.
.Streetlights are considered an integral part of the entire street, the same as curb,
gutters, pavement, signage and striping. They are the elements that provide a safe route
for motorists and pedestrians. Streetlights are installed to make streets safer.
Streetlights are installed to provide better visibility for drivers. One hundred (100) percent
of the illumination from the lights is directed to the street, ninety (90) percent on the
street side of the curb and ten (10) percent behind the curb. The spacing of the lights is
based on the speed of the vehicles and the natural ability of the motorists' eyes to adjust
to light and dark areas.
The systems of streets within the District are established to provide access to each
parcel in the District. Streetlights provide a safer street environment for owners of the
parcels served. If the parcels were not subdivided to individual parcels within the District,
there would be no need for providing a system of streets with safety lighting for the
owners of the individual parcels.
The City has determined that streetlights are also an integral part of the quality of life
within the City. This quality of life is a special benefit to some degree to all parcels,
.except government owned parcels, including easements, and flood channel parcels.
Therefore, the installation, operation and maintenance of streetlights are for the express,
special benefit of the parcels within the District.
C. GENERAL BENEFIT ANALYSIS
In addition to the special benefits received by the parcels within the District, there are
incidental general benefits conferred by the improvements.
It is estimated that the general benefit portion of the benefit received from the
improvements is less than one (1) percent of the total benefit. Nonetheless, the City has
agreed to ensure that no property is assessed in excess of the reasonable cost of the
proportional special benefit conferred on that property.
Fiscal Year City of Santa Clarita Engineer's Report
2012/2013 Streetlight Maintenance District No. 1 Page 10
WILLDAN
Financial Services
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.
D. ASSESSMENT RATES
For Fiscal Year 2012/13 the Original District parcels in Streetlight Maintenance District
No. 1 will continue with the current rate schedule as used by Los Angeles County at the
time of the transfer of jurisdiction.
The Landscape and Lighting Act of 1972 indicates that lighting assessments may be
apportioned by any formula or method which fairly distributes costs among all lots or
parcels within the District in proportion to the estimated benefits received. The primary
benefits of streetlights are for the convenience, safety, and protection of people and to a
lesser extent the security or protection of property, property improvements, and goods.
The intensity or degree of illumination provided can have a bearing on both.
The proposed assessment rate for the original District parcels for Fiscal Year 2012/13 is
$12.38 per Equivalent Benefit Unit (EBU), which is the maximum rate previously levied
prior to 1997. The areas annexed into the District by the City have a higher rate.
Approximately 90 annexations have occurred since the transfer of the District. Prior to
Fiscal Year 2006/07, the rate was set at $50.00 per EBU plus an annual cost of living
escalator. In FY 2006-07, the City increased the annexation rate to $52.56 per EBU to
keep up with the increased costs of operating and maintaining the street lighting system
and is continuing with the cost of living increase for this current fiscal year as identified in
the FY2012/2013 Assessment Rate table below.
COST OF LIVING ESCALATOR: The maximum assessment rate may increase based
on the annual change in the Consumer Price Index (CPI), during the preceding year, for
All Urban Consumers, for the Los Angeles, Riverside and Orange County areas,
published by the United States Department of Labor, Bureau of Labor Statistics (or a
reasonably equivalent index should the stated index be discontinued).
FY 2012/2013 Assessment Rates
UPI Increase: 2.02%
Fiscal Year City of Santa Clarita Engineer's Report
2012/2013 Streetlight Maintenance District No. 1 Page 11
- • 8i �Le3�
w�,'� ' K T +
$12.38 / EBU
$12.38 / EBU
Original District Parcels
$12.38 / EBU
Annexation Parcels
$72.23 / EBU
$1.46 ! EBU
$73.68 / EBU
$73.68 / EBU
UPI Increase: 2.02%
Fiscal Year City of Santa Clarita Engineer's Report
2012/2013 Streetlight Maintenance District No. 1 Page 11
W'.,,.a; Financial Services
WILLDAN
E. APPORTIONMENT
The following information can be used to determine the EBU count per parcel. Based on
land use information provided by the County Assessor, it has been determined that in
the existing district, approximately 96 percent of the parcels are in a residential category.
Approximately 95 percent are single-family homes or condominiums, and the remainders
are duplexes, triplexes, or apartments. In view of this and the benefits derived by the
family unit, both at and in the proximity of their property, a value of 1 has been assigned
to the basic family unit or Equivalent 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.
Table 1 summarizes the Residential EBU Calculation:
Table 1 - EBU Calculations for Residential Parcels
SFR and Condos
0.50
025
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
Fiscal Year City of Santa Clanta Engineer's Report
2012/2013 Streetlight Maintenance District No. 1 Page 12
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 a20 -unit apartment
50. -
10.00
+ .1125
= 21.25 per parcel
APT51
Apartments (51.100 units)
114x (units -50)
+ the total EBU for; 50 -unit apartment
100 -
12.50
+ - 21.25
= 33.75 per parcel
APT101
Apartments (100+ units)
1/5 x (units -100)
+ the totalEBU 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
Fiscal Year City of Santa Clanta Engineer's Report
2012/2013 Streetlight Maintenance District No. 1 Page 12
All WILLDAN
Financial Services
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 and property users, no charge would
be assessed on vacant parcels within the district.
Table 2 summarizes the Non -Residential EBU calculation:
Table 2 - EBU Calculations for Non -Residential Parcels
GRP -A Group A Irrigated Farms, Dry Fai Cemeteries, Dump Sites 1 EBU minimum charge per parcel 1.00 per parcel
Animal Kennels, Nurseries and greenhouses, Industrial
GRP -8 Group B parking lots, Churches, Private Schools, Petroleum and 1.00 0.50 0.50 = 2.00 per parcel
GRP -C
Group.0
commercial Parking Lots
1.00
050
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
Tore
Tore, Store w/ office or resitlence, Service Station, Club -
200
-1.00
1.00 =
4.00 per parcel
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
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 =
5arceI
Warehousing
per ,00
p p
GRP4
Group 1 -
Auto, Recreational Equipment Sales & Service
2.00
2.00
2,00 =
6,00 per parcel
GRPJ
Group J
Market, Bowling Alley, Skating Rink, Department Store,
4.00
2.00
2.00 =
8.00
..
Hotel/Motel, Mobile Home Park -
.
per parcel
Group K
All parcels in Group K are assessed a minimum of 3 EBU's
GRP -Ki Group K-1 - _ - - 3.00 1.00 1.25 = 5.25
Open Storage 0.014973 per 100 Sq Ft of lot
Mineral Pmcessirig - 0.005615 per 100 SgFt of lot
GRPK2 Group K-2 - 4.00 1.00 1.25 = 6.25.
Private College/University 0,001736. per 100 Sq Ft of lot
Fiscal Year City of Santa Clarita Engineer's Report
2012/2013 Streetlight Maintenance District No. 1 Page 13
WILLDAN
I Financial Services
Table 3 provides a summary of the EBU's for each land use shown above for both the original
district and the annexation areas:
Table 3 - EBU Summary by Land Use
Original District (Levy A)
Assessments per EBU: $12.38
_
�ry
�.iIIL.�'I.'._-v^..{.z.:
• 1 sC: aii3v/__4
gib. , C�1T3 `:
..�. tea'
r' �fLuuy�.
If i.',a.�.,Y
SFR
23,750
23,750
23,750.000
$ 294,025.00
CNDO
9,284
9,284
-
9,284.000
114,935.92
APT2
212
212
446.000
5.520.56
,APT5
62
62
389.000
4,815.51
APT21
32
32
-
493.000
6,103.18
APT51
14
14
379.000
4,691.96
APT101
14
14
-
690.100
8,543.38
GRP -A
3
-
-
3.000
37.14
GRP -B
45
-
90.000
1.114.20
GRP -C
25
-
-
62.500
773.75
GRP -D
95
-
285.000
3,528.30
GRP -E
137
-
548.000
6,784.24
GRP -G
28
-
-
140.000
1,733.20
GRP -H
137 _
-
-
685.000
8,480.30
GRP -I
55
-
-
330.000
4,085.40
GRP -J
19
152.000
1,881.76
GRP -K1
4
-
4.00
21.792
269.78
GRP -K2
25 `
-
25.00
1,726.694
21,376.38
GRP -K3
51
-
51.00
1,004,315
12,433.19
EXE
79
-
VAC
87
Fiscal Year City of Santa Clarita Engineer's Report
2012/2013 Streetlight Maintenance District No. 1 Page 14
WILLDAN
Financial Services
Table 3 - EBU Summary by Land Use (Cont.)
Annexations (Levy B)
Assessments per EBU: $60.18/$73.68
Fiscal Year City of Santa Clarita Engineer's Report
2012/2013 Streetlight Maintenance District No. 1 Page 15
-^ m
SFR
7,088 7,088
7,088.000 $
522,243.84
CNDO
3,760 ..3,760
- 4,041.000
297,740.88
APT2
5 -5
— :.11.000
786.85
APT21
3 3
- 46.416
3,209.55
APT51
1 -1
- -32.000
2,357.76
APT101
10 10.
- 550.100
40,531.35
GRP -A
1 -
- 1.000
73.68
GRP -13
37
79.000
5,820.72
GRP -C
- 46 -
115.000
8,473.20
GRP -D
218 -
654.000
48,186.72
GRP -E`
1-, 65
256.000
18,862.08
GRP -G
17
85.000
6,262.80
GRP -G & C
1 -
_ 7.500
552.60
GRP -H
479
2,410.000
177,163.80
GRP -i.
27 -
162.000
11,855.16
GRP -J
18 -
144.000
10,609.92
GRP -J & E
1.
- 12.000
884.16
GRP -K1
2
2.00 17.700
1,304.13
GRP -K2
6 -
6.00 258.986
19,082.07
GRP -K3
81 -
81.00 2,062.503
151,964.85
GRP-KB3
5
- 66.010
4,863.61
GRP -MULTI
1 -
18.500
1,363,08
SFV
447
' EXE
756 -
-
_
VAC
- ... -529
T (. };r y . _
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,y�
'�,¢ U,� '' ° r.✓-"fiA ^"; '"i S?". c :.-: 1 1 a -, 5� L°L ",._.. _k,'�,- -A g
w°v-,-...m_.... m'? y't +:-.�=ssi �- ,-. t i �T6'�A', r "`J.' :��`�.. • -
Fiscal Year City of Santa Clarita Engineer's Report
2012/2013 Streetlight Maintenance District No. 1 Page 15
WILLDAN
Financial Services
I/, ASSESSI ENT DIAGRAMS
Assessment Diagrams showing the boundaries of the Streetlight Maintenance District as well as
the assessed parcels is provided on the following page.
The lines and dimensions of each lot or parcel within the Assessment District are those lines
and dimensions shown on the maps of the Assessor of the County of Los Angeles for the fiscal
year to which this Report applies. The Assessor's maps and records are incorporated by
reference herein and made part of this Report.
Fiscal Year City of Santa Clarita Engineer's Report
201212013 Streetlight Maintenance District No. 1 Page 16
NA/WILLDAN
Financial Services
Fiscal Year City of Santa Clarita Engineer's Report
2012/2013 Streetlight Maintenance District No. 1 Page 17
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NA/WILLDAN
Financial Services
Fiscal Year City of Santa Clarita Engineer's Report
2012/2013 Streetlight Maintenance District No. 1 Page 17
WI LLDAN
`/ Financial Services
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Fiscal Year City of Santa Clarita Engineer's Report
2012/2013 Streetlight Maintenance District No. 1 Page 18
WILLDAN
A Financial Services
K ASSESSMENT ROLL
The total proposed assessment for Fiscal Year 2012/2013 and the amount of the total proposed
assessment apportioned to each lot or parcel within the District, as shown on the latest
assessment roll at the Los Angeles County Assessor's Office, are contained in the Assessment
Roll on file in the office of the City Clerk of the City of Santa Clarita, which is incorporated herein
by reference.
The description of each lot or parcel is part of the records of the Assessor of the County of Los
Angeles and these records are, by reference, made part of this Report.
Assessments for any annexation to the existing Streetlight Maintenance District No. 1 may
include an annual increase, as approved by property owners during the annexation process,
based on the annual change in the Consumer Price Index (CPI), during the preceding year, for
All Urban Consumers, for the Los Angeles, Riverside and Orange County areas, published by
the United States Department of Labor, Bureau of Labor Statistics (or a reasonably equivalent
index should the stated index be discontinued).
Fiscal Year City of Santa Clarita Engineers Report
2012/2013 Streetlight Maintenance District No. 1 Page 19