HomeMy WebLinkAbout2012-10-09 - AGENDA REPORTS - SMD 1 ANNEX L 92 (2)Agenda Item: 4
CITY OF SANTA CLARITA
AGENDA REPORT
CONSENT CALENDAR City Manager Approval:
Item to be presented by: Kevin Tonoian
DATE: October 9, 2012
SUBJECT: ANNEXATION OF PARCELS INTO STREETLIGHT
MAINTENANCE DISTRICT NO. 1 (ANNEXATION L-92)
DEPARTMENT: Administrative Services
RECOMMENDED ACTION
City Council:
1. Adopt resolution to initiate annexation proceedings for 11 parcels into Streetlight
Maintenance District (SMD) No. 1.
2. Approve the Engineer's Report, and call for and set the Public Hearing for
November 27, 2012.
BACKGROUND
SMD No. 1 was established to collect funds to cover the expenses for energy and maintenance of
City streetlights. The costs associated with the streetlights, inclusive of approximately 16,500,
are billed by Southern California Edison to the City. As a condition of development, properties
are required to aimex into SMD No. 1 in order to pay their fair share toward costs associated
with the installation and ongoing maintenance of streetlight facilities. All parcels identified in
this annexation process benefit from SMD services and are not currently being assessed.
All property owners will be mailed assessment ballots, which will be tabulated at the Public
Hearing held on November 27, 2012. All parcels identified for inclusion as part of these
proceedings are zoned commercial. No residential parcels are included in this proposed
annexation process. Barring a majority protest at the Public Hearing, the City Council will be
asked to give final approval of the annexation atthat time.
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The annual levy of assessments for the above parcels covers the anticipated maintenance costs
with the annexation for SMD No. 1. The maximum annual assessment is adjusted annually
according to the change in the Los Angeles -Riverside -Orange County Areas Consumer Price
Index ("CPI"), as determined by the United States Department of Labor, Bureau of Labor
Statistics. Annually, the City Council will decide the actual assessment amount. The City
Council may adopt a lesser assessment amount, but may not exceed the maximum annual
assessment rate.
ALTERNATIVE ACTIONS
1. Do not annex the territory into Streetlight Maintenance District No. 1.
2. Other direction as determined by City Council.
FISCAL IMPACT
There is no fiscal impact to the General Fund by this action.
ATTACHMENTS
Resolution - Initiate SMD L-92 Annexation Proceedings
L-92 Assesor Parcel Numbers
L-92 Boundary Maps
L-92 Engineer's Report available in the City Clerk's Reading File
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RESOLUTION NO. 12-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
SANTA CLARITA, CALIFORNIA, ORDERING THE INITIATION
OF ASSESSMENT BALLOT PROCEDURES, INITIATE PROCEEDINGS FOR THE
ANNEXATION AND ANNUAL LEVY OF ASSESSMENTS, APPROVE THE
PRELIMINARY ENGINEER'S REPORT, AND SET A TIME AND PLACE
FOR A PUBLIC HEARING THEREON FOR THE ANNEXATION OF
CERTAIN TERRITORY INTO SANTA CLARITA STREETLIGHT
MAINTENANCE DISTRICT NO. 1, ANNEXATION L-92
WHEREAS, the City Council has, by previous Resolutions, formed and levied annual
assessments for Streetlight Maintenance District No. 1 (hereafter referred to as the "District"),
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") that provides for the levy and collection of assessments by the District to pay the
maintenance and services of all improvements and facilities related thereto; and
WHEREAS, the City Council desires to annex territory into the District, and such
territory will receive special benefit from the improvements within the proposed annexation; and
WHEREAS, the City has ordered the preparation of an Engineer's Report in accordance
with Article 4 (commencing with Section 22565) of Chapter 1 of the Streets and Highways Code
giving a description of the annexation; and
WHEREAS, the Engineer's Report has been filed with the City Clerk regarding the
proposed annexation of territory to the District, and has been fully considered by the City
Council; and
WHEREAS, the City Council, pursuant to the terms of the "Landscaping and Lighting
Act of 1972," being Division 15, Part 2 of the Streets and Highways Code of the State of
California (the "1972 Act"), Article XIIID of the Constitution of the State of California ("Article
XIIID") and the Proposition 218 Omnibus Implementation Act (Government Code
Section 53750 and following) (the "Implementation Act") (the 1972 Act, Article XIIID and the
Implementation Act are referred to collectively as the "Assessment Law"), has, by approval of
this Resolution, initiated proceedings to annex territory into a special assessment district and
ordered the preparation of an Assessment Engineer's Report for the levy of assessments within
such proposed annexation. Such special assessment district is known and designated as the City
of Santa Clarita Streetlight Maintenance District No. 1. The parcels to be annexed into the SMD
are included in Annexation L-92. For a detailed description, please refer to Part E, Assessment
Roll, of the Assessment Engineer's Report (on file with the City Clerk and open for public
inspection).
WHEREAS, at this time the City Council desires to declare its intention to annex territory
into said District and to provide for the levy of and collection of assessments for the next ensuing
fiscal year to provide for the costs and expenses necessary to pay for the maintenance of the
improvements (as defined in the Engineer's Report) in such Annexation.
NOW, THEREFORE, the City Council of the City of Santa Clarita does hereby resolve as
follows:
SECTION 1. Recitals. The above recitals are all true and correct.
SECTION 2. Declaration of Intention. The public interest and convenience requires,
and it is the intention of the City Council to order the annexation of territory, and to levy and
collect assessments to pay the annual costs and expenses for the maintenance, operation, and/or
servicing of all existing street lighting and appurtenant facilities located in public places within
the boundaries of the District.
The installation of street lighting and appurtenant facilities are necessary for the daily
operation of said lighting 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 installment or replacement.
The operation, maintenance, and servicing of all existing street lighting and appurtenant
facilities 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 operating conditions, including providing
said lights with the proper energy necessary to operate the lights.
SECTION 3. Boundaries of the Annexation. An Assessment Diagram for the
Annexation (Section 22570 of the Streets and Highways Code) and assessments (Section 22572
of the Streets and Highways Code) showing the area to be benefited and assessed for the
improvements has been prepared as Part D of said Engineer's Report. The diagram, assessments,
and improvement plans have been filed with the City Clerk, along with the Engineer's Report;
and, the diagram, which indicates by boundary lines the extent of the Annexation, is hereby
declared to describe the proposed boundaries of the Annexation and shall govern for all details as
to the extent and location of said Annexation.
SECTION 4. Report of Assessment Engineer. The Assessment Engineer's Report is
hereby approved as filed and incorporated herein by this reference. Reference is made to such
Report for a full and detailed description of the improvements to be maintained, the boundaries
of the Annexation and the proposed assessments upon assessable lots and parcels of land within
the Annexation.
SECTION 5. Public Hearing. Notice is hereby given that a Public Hearing is scheduled
to be held at 23920 Valencia Boulevard, Suite 105, Santa Clarita, California on November 27,
2012, at 6:00 p.m. All interested persons shall be afforded the opportunity to hear and be heard.
The City Council shall consider all oral statements and all written communications made or filed
by any interested persons. The City Council shall, at the conclusion of the Public Hearing, also
2 —4—
determine whether assessment ballots submitted pursuant to the Assessment Law in opposition to
the proposed annexation and assessments exceed assessment ballots submitted in favor of such
proposed annexation and assessments.
SECTION 6. Right to Submit Assessment Ballot. Pursuant to the provisions of the
Assessment Law, each record owner of property proposed to be annexed and assessed has the
right to submit an assessment ballot in favor of or in opposition to the proposed annexation and
assessment.
Assessment ballots will be mailed to the record owner of each parcel located within the
Annexation and subject to a proposed assessment. Each such owner may complete such
assessment ballot and thereby indicate their support for or opposition to the proposed annexation
and assessment. All such assessment ballots may be delivered by mail or in person to:
City of Santa Clarita
Office of the City Clerk
23920 Valencia Boulevard, Suite 120
Santa Clarita, CA 91355-2196
After 6:00 p.m. on November 27, 2012, assessment ballots may be delivered to the City
Clerk only at the location of the Public Hearing given above.
All assessment ballots must be received by the City Clerk prior to the time the Public
Hearing is closed. An assessment ballot delivered by mail, with a postmark prior to the date and
time of the Public Hearing, but not received by the City Clerk until after the Public Hearing is
closed, will not be counted.
At the conclusion of the Public Hearing, the City Council "shall cause the assessment
ballots received in a timely manner to be tabulated. If a majority protest exists, the City Council
shall not approve the annexation or impose assessments within the areas proposed to be annexed.
A majority protest exists if, upon the conclusion of the Public Hearing, assessment ballots
submitted in opposition to the assessments within the Annexation exceed the assessment ballots
submitted in favor of such assessments. In tabulating the assessment ballots, the assessment
ballots shall be weighted according to the proportional financial obligation of the affected
property.
SECTION 7. Notice. The City Clerk is hereby directed to mail notice pursuant to the
Assessment Law of the Public Hearing, assessment ballot proceedings, the adoption of the
Resolution of Intention and of the filing of the Assessment Engineer's Report, together with the
assessment ballot materials, to the record owners of all real property proposed to be annexed.
SECTION 8. Proceeding Inquiries. The following staff person is designated to respond
to all inquiries for any and all information relating to the proposed Annexation and these
proceedings, including the assessment ballot procedure:
Dennis Luppens
City of Santa Clarita
23920 Valencia Boulevard, Suite 260
Santa Clarita, CA 91355
(661)286-4005
SECTION 9. The City Clerk shall certify to the adoption of this Resolution.
PASSED, APPROVED, AND ADOPTED this day of 2012.
ATTEST:
INTERIM CITY CLERK
DATE:
MAYOR
4 —(0—
STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) ss.
CITY OF SANTA CLARITA)
I, Armine Chaparyan, Interim 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
AYES: COUNCILMEMBERS:
NOES: COUNCILMEMBERS:
ABSENT: COUNCILMEMBERS:
day of 2012, by the following vote:
INTERIM CITY CLERK
—7—
ASSESOR PARCEL NUMBERS
2811-002.276
GRP -13
8.13
Acres
2.00
$147.36
$0.00
2811-026-016
GRP -B
2.84
Acres
2.00
$147.36
$24.76
2836-005-050
GRP -H
0.19
Acres
5.00
$368.40
$0.00
2836-006-008
GRP -H
0.06
Acres
5.00
$368.40
$0.00
2836-006-053
GRP -H
4.51
Acres
5.00
$368.40
$61.90
2836-006-054
GRP -H
18.76
Acres
5.00
$368.40
$0.00
2840-007-001
GRP -E
0.46
Acres
4.00
$294.72
$0.00
2849-024-031
GRP -H
1.74
Acres
5.00
$368.40
$0.00
2849-024-032
GRP -H
5.37
Acres
5.00
$368.40
$0.00
2849-024-038
GRP -H
0.72
Acres
5.00
$368.40
$0.00
2849.024.040
GRP -H
0.16
Acres
5,00
$368.40
$0.00
Total
42.92
Acree
46.00
$3,836.64
$86.66
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ENGINEER'S REPORT AFFIDAVIT
CITY OF SANTA CLARITA
STREETLIGHT MAINTENANCE DISTRICT NO.1
ANNEXATION NO. L-92
FISCAL YEAR 201312014
ENGINEER'S REPORT
CERTIFICATES
This Report and the enclosed budgets, diagrams and descriptions outline the proposed annexation of
territory to the City of Santa Clarita Streetlight Maintenance District No. 1, to be designated as Annexation
No. L-92, including the improvements, budgets, parcels and assessments for fiscal year 201312014, as the
same existed at the time of the passage of the Resolution of Intention. Reference is hereby made to the
Los Angeles County Assessors 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 of the City of Santa Clarita.
Dated this day of 2012.
Willdan Financial Services
Assessment Engineer
0
0
Jim McGuire Richard Kopecky
Sr. Project Manager, R. C. E. # 16742
Financial Consulting Services
I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and Assessment
Diagram thereto attached was fled with me on the _day of 2012.
0
Armine Chaparyan
Interim 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.
0
WILLDAN I
Financial Services
Armine Chaparyan
Interim City Clerk
City of Santa Clarita
Los Angeles County, California
Engineer's Report
City of Santa Clarita — Streetlight Maintenance District No. 1 Annexation No. L-92
TABLE OF CONTENTS
INTRODUCTION..................................................................................................................1
PART A - PLANS AND SPECIFICATIONS........................................................................ 3
PART B - METHOD OF APPORTIONMENT......................................................................4
BACKGROUND...............................................................................................................................4
SPECIAL BENEFIT ANALYSIS.......................................................................................................4
GENERAL BENEFIT ANALYSIS.....................................................................................................5
APPORTIONMENT........ :............................................. .................................................................... 5
PART C -ESTIMATED COST OF THE IMPROVEMENTS...................................................9
ANNEXATION N0, L-92 BUDGET ESTIMATES.............................................................................9
ASSESSMENTRATE....................................................................................................................10
PART D -ASSESSMENT DIAGRAM...............................................................................11
PART E -ASSESSMENT ROLL......................................................................................14
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Engineers Report
City of Santa Clanta — Streetlight Maintenance District No. 1 Annexation No. L-92
INTRODUCTION
Pursuant to the provisions of the Landscape and Lighting Act of 1972, being Part 2 of Division 15 of the
California Streets and Highways Code, commencing with Section 22500 (hereafter referred to as the "1972
Act"), this report is prepared in compliance with the requirements of Article 4, Chapter 1, of the 1972 Act
regarding the annexation of territory to the City's existing Santa Clarita Streetlight Maintenance District No.
1 (hereafter referred to as "SMD No. 1".
The City Council of the City of Santa Clarita being the legislative body for the SMD No. 1, may, pursuant to
the 1972 Act, annex territory and levy annual assessments acting as the governing body for the operations
and administration of the SMD No. 1. Section 22608 of the 1972 Act further states that annexation
proceedings shall be limited to the territory proposed to be annexed into an existing district.
In addition, the 1972 Act provides for the levy of annual assessments after annexation into or formation of
an assessment district for the continued maintenance and servicing of the SMD No. 1 improvements. The
1972 Act further allows various areas to be annexed into an existing district when the territory in the
annexation receives substantially the same proportional special benefits from the improvements. The costs
associated with the installation, maintenance and servicing of the improvements may be assessed to those
properties, which are benefited by the installation, maintenance and servicing of such improvements. �
This report specifically addresses the annexation of approximately forty-three (43) acres of territory
consisting of four non-residential developments identified as:
Tentative Parcel Map No, 71725, Master Case No. 11-148 (VBC-3 Investors, LLC), which is located on
Valley Center Drive, north of Soledad Canyon Road and west of Golden Valley Road;
Tentative Parcel Map No. 62646, Master Case No. 06-286 (TMC Hollis, LLC and Saugus Station, LLC),
which is generally located at the northeast corner of Railroad Avenue and Oak Ridge Drive, north of Via
Princessa; and
Master Case No. 12-077 (The Church on the Way, Santa Clarita), which is generally located on the north
side of Cinema Drive, east of Valencia Boulevard and west of Bouquet Canyon Road.
Master Case No. 09-083 (The Arco Gas Station), which is generally located on the east side of Sand
Canyon Road, just south of Delone Street and the Antelope Valley Freeway.
This annexation territory is proposed to be annexed to the Santa Clarita Streetlight Maintenance District
No. 1 and levied assessments for the SMD No. 1 commencing in fiscal year 201312014 and shall be known
and referred to as:
Annexation No. L-92, for the Santa Clarita Streetlight Maintenance District No. 1.
(hereafter referred to "Annexation No. L-92"). Those properties associated and identified herein as
Annexation No. L-92 are shown on the Assessment Diagram incorporated herein as Part D of this Report.
N/ILLDAN
Engineer's Report
City of Santa Clanta — Streetlight Maintenance District No. 1 Annexation No. L-92
This Report has been prepared in connection with the annexation of parcels to the District for fiscal year
2013/2014, designated and referred to as Annexation L-92, pursuant to a resolution of the City Council and
consists of five (5) parts:
PART A - PLANS AND SPECIFICATIONS
Contains a description of the improvements that are to be maintained or serviced by the District.
PART B - METHOD OF APPORTIONMENT
Identifies the estimated cost of the services or maintenance to be provided by the District, including
incidental costs and expenses in connection therewith.
PART C - ESTIMATE OF COST
Describes the basis on which the costs have been apportioned to each parcel of land within the
Maintenance District, in proportion to the estimated benefits to be received by such lots and parcels.
PART D - ASSESSMENT DIAGRAM
Contains a Diagram showing the existing exterior boundaries of SMD No. 1, which is coterminous with the
boundaries of the City of Santa Clarita, and the location and parcels which will receive special benefits from
the streetlight improvements to be provided and maintained as part of Annexation No. L-92 to SMD No, 1.
Parcel identification, the lines and dimensions of each lot, parcel and subdivision of land within Annexation
No. L-92 are inclusive of all parcels listed in Part E — Assessment Roll of this Report and the corresponding
Los Angeles County Assessor's Parcel Maps for said parcels as they existed at the time this Report was
prepared and shall include all subsequent subdivisions, lot -line adjustments or parcel changes therein.
Reference is hereby made to the Los Angeles County Assessor's maps for a detailed description of the
lines and dimensions of each lot and parcel of land within Annexation No. L-92.
PART E - ASSESSMENT ROLL
Identifies the maximum assessment to be levied on each benefited lot or parcel of land within Annexation
No. L-92 as part of SMD No. 1.
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Engineer's Report
City of Santa Clarita — Streetlight Maintenance District No. 1 Annexation No. L-92
PART A - PLANS AND SPECIFICATIONS
The proposed improvements for Annexation No. L-92 as part of Streetlight Maintenance District No. 1
("SMD No. 1"), includes, but is not limited to, and may be generally described as follows: Installation of
street lighting, traffic signals, and other appurtenant facilities. Services and maintenance include all work
necessary for the daily maintenance required to maintain said lights in proper operation including providing
said lights with the proper energy necessary to operate the lights.
Streetlight improvements within SMD No. 1 are owned either by the Southern California Edison Company,
the State of California Department of Transportation, or the City of Santa Clarita. Facilities constructed for
or by the City of Santa Clarita are on file in the City offices.
Proposed streetlight facilities in local proximity to parcels within Annexation No. L-92 are located in the City
of Santa Clarita, generally including but not limited to street light facilities on and the vicinity of: Valley
Center Drive, Golden Valley Road, Soledad Canyon Road, Cinema Drive, Bouquet Canyon Road, Valencia
Boulevard, Railroad Avenue, Oak Ridge Drive and Sand Canyon Road.
SMD No. 1 was established to collect funds to cover the expenses for energy and maintenance of a
majority of streetlights in the City. These costs are billed by the Southern California Edison Company for all
of the approximate 15,700 streetlights currently owned and maintained by Edison and all of the
approximate 760 streetlights owned by the City and maintained by the City through a maintenance contract
with the County of Los Angeles. The proposed new and/or existing improvements for SMD No. 1 include,
but are not limited to, and may be generally described as follows:
The installation of streetlights, traffic signals and other appurtenant facilities that are necessary for the
daily operation of said lighting located within City road rights-of-way. Installation covers all work
necessary for the installment or replacement of said lighting and all appurtenant work necessary to
complete said installation or replacement.
The operation, maintenance, and servicing of all existing streetlights, traffic signals, and other
appurtenant facilities that are necessary for the daily operation of said lighting located within City road
rights-of-way. Operation, maintenance, and servicing means all work necessary for the daily
maintenance required to maintain said lights in proper operation including providing said lights with the
proper energy necessary to operate the lights.
The specific plans and Specifications for the streetlight improvements associated with Annexation No. L-92
are incorporated and contained in the plans and specifications for Streetlight Maintenance District No. 1.
These plans and specifications are voluminous and are not bound in this report but by this reference are
incorporated and made a part of this report. The plans and specifications are on file at the City.
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Financial Services
Engineer's Report
City of Santa Clar'ta — Streetlight Maintenance District No. 1 Annexation No. L-92
PART B - METHOD OF APPORTIONMENT
BACKGROUND
The 1972 Act provides that assessments may be apportioned upon all assessable lots or parcels of land
within an assessment district or annexation in proportion to the estimated benefits to be received by each
lot or parcel from the improvements. In addition, the California Constitution Article XIIID requires that a
parcel's assessment may not exceed the reasonable cost of the proportional special benefit conferred on
that parcel. Article XIID further provides that only special benefits are assessable, and the City must
separate the general benefits from the special benefits conferred on a parcel. A special benefit is a
particular and distinct benefit over and above general benefits conferred on the public at large, including
real property within the district or annexation. The general enhancement of property value does not
constitute a special benefit.
SPECIAL BENEFIT ANALYSIS
In determining the proportionate special benefit derived by each identified parcel, the proximity of the parcel
to the public improvements described in Part A of this Report, and the capital, maintenance and operating
costs of said public improvements, was considered and analyzed. Due to the close proximity of the parcels
to the improvements and the fact that the original construction and installation of the improvements were a
direct result of developing the properties to be assessed, the parcels within Annexation No. L-92 are
uniquely benefited by, and receive a direct advantage from, and are conferred a particular and distinct
special benefit over and above general benefits by, said public improvements. In the existing SMD No. 1,
most of the streetlight improvements were installed by the developers, subdividers of the land, and the
continued maintenance was guaranteed through the establishment of a streetlight maintenance district. If
the installation of the improvements and the guaranteed maintenance did not occur, the lots would not have
been established and could not have been sold to any distinct and separate owner. The establishment of
each distinct and separate lot is a special benefit which permits the construction of a building or structure
on the property and the ownership and sale of the distinct lot in perpetuity.
In the annexation territory (Annexation L-92), all the lots are established at the same time once the
conditions regarding the improvements and the continued maintenance are guaranteed. As a result, each
lot within the annexation territory and the district receives a special and distinct benefit from the
improvements and to the same proportional benefit.
These improvements confer a particular and distinct special benefit upon parcels within the annexation
largely because of the nature of the improvements and the need for such improvements. The proper
maintenance and operation of the streetlights and appurtenant facilities specially benefit parcels within the
annexation territory by providing a clear physical extension into the surrounding public areas, lighting and
illumination beyond that of the individual properties and creates both an aesthetic and safety continuity and
cohesion between the individual properties that could not be accomplished individually. These streetlight
improvements create both a visual and physical local safety net and unification of the properties to deter
property -related crimes (especially vandalism) and improve night time access to the properties which
directly and proportionately benefit those properties in close and direct proximity to those improvements.
It has therefore been determined that based on the location and extent of the improvements in relationship
to each of the properties in the annexation territory, these improvements are clearly a direct and special
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Engineers Report
City of Santa Clanta — Streetlight Maintenance District No. 1 Annexation No. L-92
benefit to these parcels and the related cost and expenses to construct, maintain and operate these
improvements (excluding those general benefit costs noted below) are reasonably the financial
responsibility of those benefiting parcels. Therefore, the net annual cost to fund such improvements shall
be proportionately shared by those properties receiving such special benefits including both the lots and
parcels of land within Annexation No. L-92 and the lots and parcels in the existing SMD No. 1 which receive
similar and proportional special benefits.
GENERAL BENEFIT ANALYSIS
In addition to the special benefits received by the parcels within the proposed annexation, there are
incidental general benefits conferred by the improvements.
It is estimated that the general benefit portion of the benefit received from the improvements for any
annexation is less than one (1) percent of the total benefit. Nonetheless, the City has agreed to ensure that
no property is assessed in excess of the reasonable cost of the proportional special benefit conferred on
that property.
The total benefits are thus a combination of the special benefits to the parcels within the District and the
general benefits to the public at large. The portion of the total streetlight maintenance costs which are
associated with general benefits will not be assessed to the parcels in the district, but will be paid from
other City Funds. These general benefits are more than adequately offset by the substantial contribution
from the ad valorem street lighting assessment.
APPORTIONMENT
For Fiscal Year 201212013, the parcels originally included in Streetlight Maintenance District No. 1 (those
parcels that were part of the County Service Area and transferred to the City's jurisdiction in 1998) will
continue with the rate schedule as used by Los Angeles County at the time of the transfer of jurisdiction.
Parcels annexed into the District after 1998 are assessed at a higher rate as approved by the City Council.
The 1972 Act indicates that lighting assessments may be apportioned by any formula or method which
fairly distributes costs among all lots or parcels within the District in proportion to the estimated benefits
received. The primary benefits of street lighting are for the convenience, safety, and protection of people
and to a lesser extent the security or protection of property, property improvements, and goods. The
intensity or degree of illumination provided can have a bearing on both.
The following provides a summary of the proportional unit count per parcel assignments established for
SMD No. 1 for calculating each parcel's proportional special benefit assessment. This same method of
apportionment is applicable to Annexation No. L-92.
Based on land use information provided by the County Assessor, it has been determined that
approximately 96 percent of the parcels in the existing district are in a residential category. Approximately
95 percent are single-family homes or condominiums, and the remaining residential properties are
comprised of duplexes, triplexes, or apartments. In view of this and the benefits derived by the family unit,
both at and in the proximity of their property, a value of 1 has been assigned to the basic family unit or
Equivalent Benefit Unit (EBU), i.e. the single-family home or condominium. The existing district includes
some properties that may not actually have streetlights in their block but which do receive a neighborhood
benefit from the lights in the area. These properties were also included in the District. Therefore a value of
�WILL'DAN I
FinancialServices
Engineer's Report
City of Santa Clarite - Streetlight Maintenance District No. 1 Annexation No. L-92
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- EBU CALCULATIONS APPLIED TO RESIDENTIAL PARCELS:
SFR/Condo
SFR and Condos
0.50
0.25
0.25
= 1.00 per parcel
APT2
Apartments (2-4 units)
1/2 x units
0.26 x units
0.26
2
1.00
0.50
0.25
= 1.75 per parcel
3
1.50
0.75
0.25
= 2.50 per parcel
4
2.00
1.00
0.25
= 3.25 per parcel
APT5
Apartments (5-20 units)
1/2 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)
1l3 x (units -20)
+ the total EBU for a 20 -unit apartment
50
10.00
+ 11.25
= 21.25 per parcel
APT51
Apartments (51-100 units; 114 x (units -50)
+ the total EBU for a 50 -unit apartment
100
12.50
+ 21.25
= 33.75 per parcel
APT101
Apartments (100+ units)
115 x (units -100)
+ the total EBU for a 100 -unit apartment
101
0.20
+ 33.75
= 33.95 per parcel
175
15.00
+ 33.75
= 48.75 per parcel
200
20.00
+ 33.75
= 53.75 per parcel
�WILLDAN
Financial Services
Engineer's Report
City of Santa Clanta - Streetlight Maintenance District No. 1 Annexation No. L-92
The non-residential lots or parcels are separated into 38 land use categories as determined by the County
Assessor. Equivalent Benefit Units (EBU's) are assigned on the basis.of average benefits for different
groups of land uses, Groups A -K. Properties within the 10 land use categories in Group K varied widely
from the norm and therefore these lots or parcels were considered on an individual basis. Each of the
parcels or lots in these land use categories was identified on the official lighting district maps and each
streetlight or portion thereof in the immediate proximity of the lots or parcels benefiting the lots or parcels
was assigned a number of units as identified below. The total number of EBU's so determined for that
category would be distributed among the lots or parcels in that category in proportion to the lot or parcel
area as shown in the table below. A minimum of 3 EBU's would be assessed to each lot or parcel to be
compatible with group D which contains many of the smaller business categories. Several large lots or
parcels in outlying areas within the existing lighting district have no lights in the immediate proximity and
therefore those lots or parcels would be assessed the minimum amount. Since benefits have been related
to property use, no charge would be assessed on vacant parcels within the district.
TABLE 2 - EBU CALCULATIONS APPLIED TO NON-RESIDENTIAL PARCELS:
GRP -A
Group A
Irrigated Farms, Dry Farms, Cemeteries, Dump EBU
minimum charge per parc
1.00 per parcel
Sites
Animal Kennels, Nurseries and greenhouses,
GRP -B
Group B
Industrial parking lots, Churches, Private
1.00
0.50
0.50 =
2.00 per parcel
Schools, Petroleum and Gas, Utility
GRP -C
Group C
Commercial Parking Lots
1.00
0.50
1.00 =
2.50 per parcel
Office & Professional building, Bank, Savings &
GRP -D
Group D
Loan, Service Shop, Lumber Yard, Golf Course,
1.00
1.00
1.00 =
3.00 per parcel
Race track/stable, Camp, Home for the Aged
GRP -E
Group E
Store, Store w/ office or residence, Service
2.00
1.00
1.00 =
4.00 per parcel
Station, Club & Lodge Hall
GRP -F
Group F
Rooming House (same as 6 unit apartment)
1.00
3.00
0.25 =
4.25 per parcel
GRP -G
Group G Restaurant, Theater
3.00
1.00
1.00 =
5.00 per parcel
GRP -H
Group H
Light Manufacturing, Food Processing Plant,
2.00
2.00
1.00 =
5.00 per parcel
Warehousing
GRP -I
Group I
Auto, Recreational Equipment Sales & Service
2.00
2.00
2.00 =
6.00 per parcel
GRP -J
Group J
Market, Bowling Alley, Skating Rink, Department
4.00
2.00
2.00 =
8.00 per parcel
Store, HoteVMotel, Mobile Home Park
(Table Continued on next Page)
�WIFinanLLDAN I
-�0`
Engineer's Report
City of Santa Clarke — Streetlight Maintenance District No. 1 Annexation No. L-92
TABLE 2 (CONTINUED) — EBU CALCULATIONS APPLIED TO NON-RESIDENTIAL PARCELS:
Group K Al parcels in Group K are assessed a minimum of 3 EBU's
GRP -K1 Group K-1 3.00
Open Storage
1.00
1.25 = 5.25
0.014973 per 100 SgFt of lot
Mineral Processing
0.005615 per 100 SgFt of lot
GRP -K2 Group K-2
Private College/University
4.00
1.00
1.25 = 6.25
0.001736 per 100 Sq Ft of lot
Wholesale and manufacturing outlets
0.059858 per 100 SgFt of lot
Athletic and Amusement Facilities
0.027431 per 100 Sq Ft of lot
Heavy Manufacturing
0.006382 per 100 SgFt of lot
Hospitals
0.012886 per 100 SgFt of lot
GRP -K3 Group K-3
Motion Picture, Radio, T.V.
4.00
1.00
1.50 = 6.50
0.010938 per 100 SgFt of lot
Neighborhood Shopping Center
0.014449 per 100 SgFt of lot
Regional Shopping Center
0.021812 per 100 SgFt of lot
Vacant
0.00
0.00
0.00 = 0.00 per parcel
WILLDAN I
Financial
ITVj F
Engineer's Report
City of Santa Clarita — Streetlight Maintenance District No. 1 Annexation No. L-92
PART C -ESTIMATED COST OF THE IMPROVEMENTS
The 1972 Act provides that the estimated costs of the improvements shall include the total cost of the
improvements, including incidental expenses, which may include reserves to operate the District until funds
are collected on the County tax rolls and are transferred to the City from the County around December 10
of the current fiscal year.
The 1972 Act also provides that the amount of any surplus, deficit or contribution be included in the
estimated cost of improvements. The net amount to be assessed on the lots or parcels within the district is
the total cost of installation, maintenance and servicing with adjustments either positive or negative for
reserves, surpluses, deficits and/or contributions.
The estimated annual improvement costs for Streetlight Maintenance District No. 1 including Annexation
No. L-92, are voluminous and are not bound in this report but by 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.
ANNEXATION N0. L-92 BUDGET ESTIMATES
TOTAL LOTS OR PARCELS:
ASSESSED LOTS OR PARCELS:
TYPE OF LAND USE:
2 Non -Residential (GRP -13) Parcels
1 Non -Residential (GRP -E) Parcels
8 Non -Residential (GRP -H) Parcels
Total Funds Required $3,572.36 $87.54
Available Carryover
Other Revenue ('l
To be Raised by Parcel Assessment
M
(35.72)
$3,536.64
M
(0.88)
$86.66 (:)
(1) For purposes of this budget, "Other Revenues' represents at a minimum the contribution of one percent (10/0) of the total cost
attributable as general benefit, but may include additional funding to reduce the assessments.
(2) Parcel 2836-006-053 (one of four parcels that are part of the Master Case No. 06-286 development) and parcel 2811-026-016
(one of two parcels that are part of the Master Case No. 12-077 development) were part of the Original District and were levied
assessments for Fiscal Year 201212013 at the approved assessment rate of $12.38 per EBU. Therefore the "Actual FY12-13
Assessment" amount reflects the assessment revenues associated with those two parcels.
Reference is made to the assessment roll included herein as Part E for individual parcel assessments.
WILLDAN
JVVJ Financial Services
a�
Engineer's Report
City of Santa Clanta — Streetlight Maintenance District No. 1 Annexation No. L-92
ASSESSMENT RATE
The SMD No. 1 maximum assessment rate previously approved for fiscal year 2012/2013 is $73.68 per
equivalent benefit unit (per EBU). This maximum assessment rate may increase each fiscal year 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 maximum assessment rate and annual CPI increase to the maximum assessment rate
shall be applied to the assessments for Annexation L-92 as part of SMD No. 1 for fiscal year 2012/2013
and the assessment rate established for SMD No. 1 in subsequent fiscal years shall be applied to the lots
and parcels of land within Annexation L-92.
The current maximum assessment rate ($73.68) represents an increase of 2.02% over the maximum
assessment rate for fiscal year 2011/2012 ($72.23) based on the annual percentage change for the period
of March 2011 to March 2012, which was the most recent CPI adjustment published by the United States
Department of Labor, Bureau of Labor Statistics at the time the SMD No. 1 Annual Report was prepared
and approved for Fiscal Year 2012/2013.
W i LLDAN I
W
flnanciar Services
-a3-
Engineer's Report
City of Santa Clanta — Streetlight Maintenance District No. 1 Annexation No. L-92
PART D - ASSESSMENT DIAGRAM
The Assessment Diagram for the existing Santa Clarita Streetlight Maintenance District No. 1 including
previous annexations is on file at the City and by reference herein is made part of this Report. The
Assessment Diagram for Annexation L-92 is provided on the following pages and the parcels that comprise
Annexation L-92, consist of all lots, parcels and subdivisions of land listed on the Assessment Roll
contained herein as Part E, the lines and dimensions of which are shown on the Los Angeles County
Assessor's parcel maps for the current year and are incorporated by reference herein and made part of this
Report.
WILLDAN I
JVVJ Financial Services
Z
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~N
wW
S
N
Engineers Report
City of Santa Clarke - Streetlight Maintenance District No. 1 Annexation No. L-92
PART E - ASSESSMENT ROLL
All assessed lots or parcels of real property within Annexation L-92 are listed on the assessment roll below.
This assessment roll identifies each Assessor's Parcel Number included in Annexation L-92 and the
parcel's corresponding land use and proposed maximum assessment established for Fiscal Year
2012/2013, although the parcels will not be subject to such assessments including the annual inflationary
adjustment until Fiscal Year 2013/2014. These lots or parcels are more particularly described in the County
Assessor's Roll, which is on file in the office of the Los Angeles County Assessor and by reference is made
a part of this report.
The maximum assessment rate for Streetlight Maintenance District No. 1 and the calculated proportional
assessment amount for each parcel, including Annexation No. L-92 includes an annual inflationary
adjustment (yearly increase), based upon the percentage increase in the Consumer Price Index for All
Urban Consumers, for the Los Angeles -Riverside -Orange County Area ("CPI"), as determined by the
United States Department of Labor, Bureau of Labor Statistics, or its successor. Each fiscal year, the
assessment engineer shall compute the percentage difference between the CPI of the current year and the
CPI for the previous year, and shall then adjust the existing maximum assessment rate by the increase in
this percentage for the upcoming fiscal year. Should the Bureau of Labor Statistics revise such index or
discontinue the preparation of such index, the engineer shall use the revised index or a comparable system
as approved by the City Council for determining fluctuations in the cost of living. The assessment rate
applied in any one fiscal year will not exceed this adjusted maximum assessment rate.
2811-002-276
GRP -B
8.13 Acres
2.00
$147.36
$0.00
2811-026-016
GRP -B
2.84 Acres
2.00
$147.36
$24.76
2836-005-050
GRP -H
0.19 Acres
5.00
$368.40
$0.00
2836-006-008
GRP -H
0.06 Acres
5.00
$388.40
$0.00
2836-006-053
GRP -H
4.51 Acres
5.00
$368.40
$61.90
2836-006-054
GRP -H
18.76 Acres
5.00
$368.40
$0.00
2840-007-001
GRP -E
0.46 Acres
4.00
$294.72
$0.00
2849-024-031
GRP -H
1.74 Acres
5.00
$368.40
$0.00
2849-024-032
GRP -H
5.37 Acres
5.00
$368.40
$0.00
2849-024-038
GRP -H
0.72 Acres
5.00
$368.40
$0.00
2849-024-040
GRP -H
0.16 Acres
5.00
$368.40
$0.00
Total
42.92 Acres
48.00
$3,536.64
$86.66
LWJ War r� sDAN
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