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HomeMy WebLinkAbout2013-06-25 - AGENDA REPORTS - ANNEX L-93 SMD (2)CONSENT CALENDAR DATE: SUBJECT: DEPARTMENT: Agenda Item: 12 CITY OF SANTA CLARITA AGENDA REPORT City Manager Approval: Item to be presented by June 25, 2013 Kevin Tonoian ANNEXATION OF PARCELS INTO STREETLIGHT MAINTENANCE DISTRICT NO. 1 (ANNEXATION L-93) Administrative Services RECOMMENDED ACTION City Council: 1. Adopt resolution to initiate annexation proceedings for 14 parcels into Streetlight Maintenance District (SMD) No. 1. 2. Approve the Engineer's Report, and call for and set the Public Hearing for August 27, 2013. BACKGROUND Streetlight Maintenance District 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 17,843 lights, are billed by Southern California Edison to the City. As a condition of development, properties are required to annex into SMD No. 1 in order to pay their fair share toward costs associated with the installation and ongoing maintenance of streetlight facilities. The 14 parcels in Annexation 193 include approximately 96 acres of territory consisting of one residential development (affordable housing project), zoned business and professional, and three non-residential developments, zoned commercial. The parcels are generally located in the vicinity of: Bouquet Canyon Road, Centre Pointe Parkway, Golden Triangle Road, Golf' View Drive, Magic Mountain Parkway, McBean Parkway, Sand Canyon Road, Soledad Canyon Road, and Tournament Road (detailed project locations attached). All parcels identified in this annexation process benefit from SMD services. -53 All seven property owners will be mailed assessment ballots, which will be tabulated at the Public Hearing held on August 27, 2013. Barring a majority protest at the Public Hearing, the City Council will be asked to give final approval of the annexation at that time. The annual levy of assessments, for the above parcels, is proposed to commence in Fiscal Year 2014-15 and will cover 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 territories 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-93 Annexation Proceedings L-93 Project Locations L-93 Assessor Parcel Numbers L-93 Boundary Maps L-93 Engineer's Report available in the City Clerk's Reading File -a- RESOLUTION NO. 13- 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-93 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 XHID 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-93. 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). - 3- 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 tights 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. 2 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 August 27, 2013, 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 written communications made or filed by any interested persons. The City Council shall, at the conclusion of the Public Hearing, also 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 August 27, 2013, 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. 3 _� _ 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 2013. ATTEST: INTERIM CITY CLERK DATE: 4 MAYOR STATE OF CALIFORNIA ) COUNTY OF LOS ANGELES ) ss. CITY OF SANTA CLARITA ) I, Armin& 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 2013, by the following vote: INTERIM CITY CLERK _ 7— SMD ANNEXATION L-93 PROJECT LOCATIONS Master Case No. 12-132, Tentative Tract Map No. 72039 (The Habitat for Heroes, EJL Homes LLC), which is located on the west side of Centre Pointe Parkway, south of Golden Triangle Road and Soledad Canyon Road. This master case development includes parcel 2836-015-029. Master Case No. 12-010 (The Planned Car Wash), which is located on the northwest corner of Magic Mountain Parkway and Bouquet Canyon Road. This master case development includes parcels 2811-003-028 and 2811-003-034. Master Case No. 12-178 (The California Institute of Arts), which is identified by Licensed Surveyor's Map (LS) 27-41-43 and is located on the south side of McBean Parkway and the west side of Tournament Road, north of Golf View Drive and east of the Golden State Freeway (Interstate 5). This master case development includes parcel 2851-001-001. This particular annexation territory is proposed to also include a small vacant parkway easement property (Parcel 2851-001-002) located on the north side of Golf View Drive adjacent to the California Institute of Arts property. Master Case No. 12-130 (The Vons Shopping Center, Property Development Centers LLC), which is generally located at the southwest corner of Soledad Canyon Road and Sand Canyon Road, just north of Highway 14. This master case development includes parcels 2839-007-189, 2839-007-190, 2839-007-191, 2839-007-192, 2839-007-193, 2839-007-194, and 2839-007-195. This particular annexation territory is proposed to also include a small vacant property (Parcel 2839-007-034) located at the southern end of the development and adjacent to Sand Canyon Road, as well as the gas station property (Parcel 2839-007-031) located at the actual southwest corner of Soledad Canyon Road and Sand Canyon Road. a w PO z a w U a a P4 a O U) w co U) M m a N Ir -,:6 O M co V � V N N V N c" V O M N OO fF1 f+A fA H3 ff-3 (r? 69 V� fA fA fA fag fA H3 to 6 6 O U5 o o Cmp O N U O O O M O N m M O tp � M O r Z Z Z Y Z Y Z Y Y Y Y Y Y Y Q Q Q W' Q 2' Q N 6 O I� O O M N t-� O M4 N V Oi tT to li'J M n N O N (O lfJ O T N N N V N of V N N M N O Ffl EJj E9 b3 Ffl 69 fl -J EA fA EH ff3 (A EA fA M O O O f9 O M O O O Cfl O CO O N M F- M M M M M M M W W Y Z Y Z Y Y Y Y Y Y Y U CL U C7 j CJ > 0 C7 (7 C7 CD CD CD - m - O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O (D D7 m 6 61 6) 6 6 m 6 � M L('J to m M M M M M M M M N W M � W W W W c0 W c0 N O N N N N N N N N N N N N N N N —17- I N LL O N W W U) r O Z U U) co 0] W UJ ZZ Q0 Z w Z L.Li Q Z Z � Q `_`n V J F— w Nw Of F— U) U) H J Q �QWZ JZ0 UQU- Q U) J Z O U Qli LL U) UO LL0 N z 500 m U m Z m` U 0 a U)m C Q rn m J N L) C O O a r m W d c F c 3 L vi ¢ m 0 NOE � V Q1O�NM V'N 99 000000000 994499999 M M M M M M M M M OD O W DD OD CD W W W N N N N N N N N N 0 c m U m v c � o - o uoAueo PUBS N IL 70 0 r �6 Roue \ r OJ O N Hf -91) coo e0- e-aCD W lsa�aa�e� nn -h hh P P- 945 4 1\z CIO 9, T Cn Of W Of W OI 0) 07 MM M MM MMMM iP \ CO CD N pp OO.NO m DD 0 4d N NN MNN >, U CITY OF SANTA CLARITA SUPPLEMENTAL ENGINEER'S REPORT STREETLIGHT MAINTENANCE DISTRICT NO. 1 ANNEXATION NO. L-93 COMMENCING FISCAL YEAR 2014/2015 INTENT MEETING: JUNE 25, 2013 PUBLIC HEARING: AUGUST 27, 2013 CITY OF SANTA CLARITA 23920 VALENCIA BOULEVARD SANTA CLARITA, CA 91355 MAY 30, 2013 PREPARED BY Aiw7irk9ffliq"T 1WF9IW1WIN [*W Wrextend WILLDAN I eching Financial Services reach ENGINEER'S REPORT AFFIDAVIT CITY OF SANTA CLARITA STREETLIGHT MAINTENANCE DISTRICT NO.1 ANNEXATION NO. L•93 COMMENCING FISCAL YEAR 201412015 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-93, including the improvements, budgets, parcels and assessments for Fiscal Year 201412015, as the same existed at the time of the passage of the Resolution of Intention. Reference is hereby made to the Los Angeles County Assessor's maps for a detailed description of the lines and dimensions of parcels within the District. The undersigned respectfully submits the enclosed Report as directed by the City Council of the City of Santa Clarita. Dated this day of 2013. Willdan Financial Services Assessment Engineer M 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 filed with me on the day of 2013. M 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 , 2013. M iA/WILLDAN Frnwdal 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-93 TABLE OF CONTENTS INTRODUCTION..................................................................................................................1 PART A - PLANS AND SPECIFICATIONS........................................................................ 3 PART B - METHOD OF APPORTIONMENT......................................................................4 BACKGROUND 4 SPECIALBENEFIT ANALYSIS.......................................................................................................4 GENERAL BENEFIT ANALYSIS.....................................................................................................5 APPORTIONMENT..........................................................................................................................5 PART C -ESTIMATED COST OF THE IMPROVEMENTS...................................................9 ANNEXATION NO. L-93 BUDGET ESTIMATES.............................................................................9 ASSESSMENT RATE....................................................................................................................10 PART D -ASSESSMENT DIAGRAM...............................................................................11 PART E -ASSESSMENT ROLL......................................................................................14 *P'WILLDAN Financial Samcea Engineers Report City of Santa Clarita — Streetlight Maintenance District No. 1 Annexation No. L-93 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 ninety-six (96) acres of territory consisting of one residential development (affordable housing project) and three non-residential developments identified as: Master Case No. 12-132, Tentative Tract Map No. 72039 (The Habitat for Heroes, EJL Homes LLC), which is located on the west side of Centre Pointe Parkway, south of Golden Triangle Road and Soledad Canyon Road. This master case development includes parcel 2836-015-029; Master Case No. 12-010 (The Planned Car Wash), which is located on the northwest corner of Magic Mountain Parkway and Bouquet Canyon Road. This master case development includes parcels 2811-003- 028 and 2811-003-034; Master Case No. 12-178 (The California Institute of Arts), which is identified by Licensed Surveyor's Map (LS) 27-41-43 and is located on the south side of McBean Parkway and the west side of Tournament Road, north of Golf View Drive and east of the Golden State Freeway (Interstate 5). This master case development includes parcel 2851-001-001.This particular annexation territory is proposed to also include a small vacant parkway easement property (Parcel 2851-001-002) located on the north side of Golf View Drive adjacent to the California Institute of Arts property. Master Case No. 12-130 (The Vons Shopping Center, Property Development Centers LLC), which is generally located at the southwest comer of Soledad Canyon Road and Sand Canyon Road, just north of Highway 14. This master case development includes parcels 2839-007-189, 2839-007-190, 2839-007-191, 2839-007-192, 2839-007-193, 2839-007-194, and 2839-007-195. This particular annexation territory is proposed to also include a small vacant property (Parcel 2839-007-034) located at the southern end of the development and adjacent to Sand Canyon Road, as well as the gas station property (Parcel 2839-007- 031) located at the actual southwest comer of Soledad Canyon Road and Sand Canyon Road. 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 2014/2015 and shall be known and referred to as: *KWILLDAN I Financial Services Engineer's Report City of Santa Clarita — Streetlight Maintenance District No. 1 Annexation No, L-93 Annexation No. L-93, for the Santa Clarita Streetlight Maintenance District No. 1. (hereafter referred to "Annexation No. L-93"). Those properties associated and identified herein as Annexation No. L-93 are shown on the Assessment Diagram incorporated herein as Part D of this Report. This Report has been prepared in connection with the annexation of parcels to the District for Fiscal Year 2014/2015, designated and referred to as Annexation L-93, 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 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 C - ESTIMATE OF COST Identifies the estimated cost of the services or maintenance to be provided by the District, including incidental costs and expenses in connection therewith. PART 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-93 to SMD No. 1. Parcel identification, the lines and dimensions of each lot, parcel and subdivision of land within Annexation No. L-93 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-93. PART E - ASSESSMENT ROLL Identifies the maximum assessment to be levied on each benefited lot or parcel of land within Annexation No. L-93 as part of SMD No. 1. AW/WILLDAN I Finenew services Engineer's Report City of Santa Clarita — Streetlight Maintenance District No. 1 Annexation No. L-93 PART A - PLANS AND SPECIFICATIONS The proposed improvements for Annexation No. L-93 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-93 are located in the City of Santa Clarita, generally including but not limited to street light facilities on and in the vicinity of: Bouquet Canyon Road, Centre Pointe Parkway, Golden Triangle Road, Golf View Drive, Magic Mountain Parkway, McBean Parkway, Sand Canyon Road, Soledad Canyon Road, and Tournament 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 17,843 streetlights currently owned and maintained by Edison and all of the approximate 817 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-93 are incorporated and contained in the plans and specifications for Streetlight Maintenance District No. 1. These plans and specifications are voluminous and are not bound in this report but by this reference are incorporated and made a part of this report. The plans and specifications are on file at the City. WILLDAN I WA Fn,.nGw sW&W Engineer's Report City of Santa Clanta — Streetlight Maintenance District No. 1 Annexation No. L-93 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, or were necessary for the development of such properties, the parcels within Annexation No. L-93 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. As a result, each lot within the annexation territory and the district receives a special and distinct proportional benefit from the improvements. 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 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 *eWILLDAN I FinancW SwAcm Engineer's Report City of Santa Clanta — Streetlight Maintenance District No. 1 Annexation No. L-93 be proportionately shared by those properties receiving such special benefits including both the lots and parcels of land within Annexation No. L-93 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 2013/2014, the District 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 proposed annexed parcels may also include properties and developments that were originally part of the County Service Area and transferred to the City's jurisdiction in 1998, and are now being balloted for a new assessment at the higher rate 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-93. 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 these residential units, both at and in the proximity of their property, a benefit value of 1 has been assigned to the basic single-family home or condominium unit or 1.00 Equivalent Benefit Unit (EBU). 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 *KWILLDAN Financial services Engineer's Report City o/ Santa Clarda - Streetfight Maintenance District No. 1 Annexation No. L-93 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- 314 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 + 0.25 x units + 0.25 2 1.00 + 0.50 + 0.25 = 1.75 per parcel 3 1.50 + 0.75 + 0.25 = 2.50 per parcel 4 2.00 + 1.00 + 0.25 = 3.25 per parcel APT5 Apartments (5-20 units) 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) 1/3 x (units40) + the total EBU for a 20 -unit apartment 50 10,00 + 11.25 = 21.25 per parcel APT51 Apartments (51-100 units) 1/4 x (units -50) + the total EBU for a 50 -unit apartment 100 12.50 + 21.25 = 33.75 per parcel APT101 Apartments (100+ units) 1/5 x (units -100) + the total Eau 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 WWILLDAN Financia Services Engineer's Report City of Santa Clanta - Streetlight Maintenance District No. 1 Annexation No. L-93 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 WON -RESIDENTIAL PARCELS: GRP -A Group A Irrigated Farms, Dry Farms, Cemeteries, Dump Sites 1 EBU minimum charge per parcel 1.00 per parcel Animal Kennels, Nurseries and greenhouses, GRP -B Group B Industrial parking lots, Churches, Private Schools, 1.00 + 0.50 + 0.50 = 2.00 per parcel 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 & Loan, GRP -D Group D Service Shop, Lumber Yard, Goff Course, Race 1.00 + 1.00 + 1.00 . 3.00 per parcel track/stable, Camp, Home for the Aged GRP -E Group E Store, Store w/ office or residence, Service Station, 2,00 + 1.00 + 1.00 - 4.00 per parcel Club 8 Lodge Hell 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, 200 + 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 cel Store, Flote!Nbtel, Mobile Home Park (Table Continued on next Page) WILLDAN I flnanchil Sarvices Engineer's Report City of Santa Clanta — Streetlight Maintenance District No. 1 Annexation No. L-93 TABLE 2 (CONTINUED) — EBU CALCULATIONS APPLIED TO NON-RESIDENTIAL PARCELS: Group K All parcels in Group K are assessed a minimum of 3 EBU's GRP -K1 Group K-1 3.00 . 1.00 + 1.25 - 5.25 Open Storage 0.014973 per 100 SgFt of lot Mneral Processing 0.005615 per 100 SclFt of lot GRP -K2 Group K-2 4.00 + 1.00 + 1.25 - 6.25 Private College/University 0.001736 per 100 SgFt of lot Wholesale and manufacturing outlets 0.059.958 per 100 SgFt of lot Athletic and Amusement Facilities 0.027431 per 100 SgFt of lot Heavy Manufacturing 0.006382 per 100 SgFt of lot Hospitals 0.012886 per 100 SgFt of lot GRP -K3 Group K-3 4.00 + 1.00 + 1.50 - 6.50 Motion Picture, Radio, T.V. 0.010938 per 100 SgFt of lot Neighborhood Shopping Center 0.014449 per 100 SgFt of lot Regional Shopping Center 0.021812 per 100 SgFt of lot Vacant 0.00 + 0.00 + 0.00 - 0.00 per parcel i6/WILLDAN I Financial Services Engineers Report City of Santa Clarda — Streetlight Maintenance District No. 1 Annexation No. L-93 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-93, 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•93 BUDGET ESTIMATES TOTAL LOTS OR PARCELS: ASSESSED LOTS OR PARCELS: 14 12 SUMMARY BY TYPE OF LAND USE: Residential (APT51) Parcels Non -Residential (GRP -E) Parcels Non-Residentlal (GRP -K2) Parcels Non -Residential (GRP -K3) Parcels Vacant Parcels 2 14 Total Funds Required $10,706.85 $1,327.55 Available Carryover Other Revenue (') To be Raised by Parcel Assessment 0.00 0.00 (107.07) (13.28) (t) For purposes of this budget, "Other Revenues" represents at a minimum the contribution of one percent (1%) of the total cost attributable as general benefit, but may include additional funding to reduce the assessments. (2) The amount indicated for the "Maximum FY 13/14 Assessment" reflects the assessment revenue that would be anticipated for the parcels in Annexation L-93 based on the Land Use identified for each parcel and the current maximum assessment rate of $75.32 for Fiscal Year 2013/2014. This assessment is the amount being balloted for Annexation L-93, but will be adjusted by the Consumer Price Index (discussed below) prior to the actual levy of assessments for Fiscal Year 2014/2015. (3) Ten of the fourteen parcels in Annexation L-93 are currently part of the Original District including parcel 2811-003-028 (Master Case No. 12-010); parcel 2851-001-001 (Master Case No. 12-178); and parcels 2839-007-031 and 2839-007.189 through 195 (Master Case No. 12-130). These parcels will be levied assessments for Fiscal Year 2013/2014 at the existing applicable assessment rate ($12.38 per EBU) which is reflected by the "Actual FY13/14 Assessment". Reference is made to the assessment roll included herein as Part E for individual parcel assessments. WILLDAN I Rnancw Servism Engineer's Report City of Santa Clarita — Streetlight Maintenance District No. 1 Annexation No. L-93 ASSESSMENT RATE The SMD No. 1 maximum assessment rate approved for Fiscal Year 2013/2014 is $75.32 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 established for SMD No. 1 and Annexation L-93 as part of SMD No. 1. Parcels in Annexation L-93 will begin being assessed in Fiscal Year 2014/2015. The Fiscal Year 2014/2015 maximum assessment will be based on the maximum assessment rate of $75.32, and may be adjusted by CPI as described above. i6/WILLDAN I Financial SerAm Engineer's Report City of Santa Clanta — Streetlight Maintenance District No. 1 Annexation No. L-93 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-93 is provided on the following pages and the parcels that comprise Annexation L-93, 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. iWWILLDAN Financia! Services N N 0 O N W W Null Ir QYA AQY 'QAj 4qA QYA QYA QYA 4YA QRA N OIT^P OIN NT01 9 N N N N N N N N N 6 uo4uTN� i� w G� Engineers Report City of Santa Clarita - Streetlight Maintenance District No. 1 Annexation No. L-93 PART E - ASSESSMENT ROLL All assessed parcels of real property within Annexation L-93 are listed on the assessment roll below. Each parcel's corresponding "Maximum Assessment (Balloted)" is based on the parcel's proposed land use and the approved maximum assessment rate for Fiscal Year 2013/2014 ($75.32). As previously noted ten of the fourteen Annexation L-93 parcels are already part of the Original District and are currently assessed as part of Streetlight Maintenance District No. 1. The "Applied Assessment (FY13-14)" reflects the Fiscal Year 2013/2014 assessments for those parcels based on their current land use designations, property characteristics (units/acreage) and the $12.38 per EBU assessment rate applied to parcels in the Original District. 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-93 as established herein 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. 2836-015-029 APT -51 30.50 $ 2,297.26 VACANT 0.00 $ - 2811-003-028 GRP -E 2.00 $ 150.64 PARKING LOT 2.50 $ 30.95 2811-003-034 GRP -E 2.00 $ 150.64 VACANT 0.00 $ - 2851-001-001 GRP -K2 45.66 $ 3,439.11 GRP -K2 45.66 $ 565.27 2851-001-002 VACANT 0.00 $ - VACANT 0.00 $ - 2839-007-031 GRP -K3 3.63 $ 273.41 GRP -K3 4.00 $ 49.52 2839-007-034 VACANT 0.00 $ - VACANT 0.00 $ - 2839-007-189 GRP -K3 2.81 $ 211.65 GRP -K3 2.81 $ 34.79 2839-007-190 GRP -K3 5.61 $ 422.55 GRP -K3 5.61 $ 69.45 2839-007-191 GRP -K3 2.75 $ 207.13 GRP -K3 2.75 $ 34.05 2839-007-192 GRP -K3 37.45 $ 2,820.73 GRP -K3 34.51 $ 427.23 2839-007-193 GRP -K3 6.15 $ 463.22 GRP -K3 6.15 $ 76.14 2839-007-194 GRP -K3 0.78 $ 58.75 GRP -K3 0.78 $ 9.66 2839-007-195 GRP -K3 1.39 $ 104.69 GRP -K3 1.39 $ 17.21 Tote) 140.73 $ 10,599.78 106.16 $ 1,314.27 iWWI LLDAN Financial Services