HomeMy WebLinkAbout2014-06-24 - AGENDA REPORTS - LEVY OF SD FOR LMD ZONES 24 26 (3)PUBLIC HEARING
DATE:
SUBJECT:
11J#6T\tll011am
UITY IIF' SANTA CLARI'L
AGENDA REPORT
City Manager Approval:
Item to be presented by:
June 24, 2014
Agenda Item: 18
ANNUAL LEVY OF SPECIAL DISTRICTS FOR LANDSCAPE
MAINTENANCE DISTRICT NO. 1, ZONES 24 AND 26
Administrative Services
City Council conduct public hearing for Landscape Maintenance District No. 1, Zones 24 and 26,
and adopt the resolution approving the Engineer's Report for the Fiscal Year 2014-15 annual
levy of assessments for the continuation of maintenance for Landscape Maintenance District No.
1, Zones 24 and 26.
BACKGROUND
For City Council's consideration, this item presents the Final Engineer's Report for Landscape
Maintenance District No. 1, Zones 24 and 26.
City Council approval is requested to direct the City's contract assessment engineer, Willdan
Financial Services, to provide all necessary assessment data to the Los Angeles County Auditor
Controller for inclusion on the Fiscal Year 2014-15 Property Tax Rolls.
The proposed special districts' actions are authorized by State Law as outlined in Article XIIII)
of the California Constitution (Proposition 218) and required to levy assessment on properties
receiving special benefits.
ALTERNATIVE ACTIONS
Other direction as determined by the City Council.
pied=--� i y �sa
FISCAL IMPACT
There is no impact to the General Fund associated with these actions. Adequate special district
monies to fund preparation of the attached Engineer's Reports were previously appropriated by
the City Council as part of the Fiscal Year 2013-14 Annual Budget.
ATTACHMENTS
Public Hearing Notice
Resolution - LMD Zones 24 and 26
FY 14/15 Landscape Maintenance District Engineer's Report available in the City Clerk's
Reading File
FY 14/15 Recommended LMD Rate Table available in the City Clerk's Reading File
CITY OF SANTA CLARITA
NOTICE OF PUBLIC HEARINGS
NOTICE IS HEREBY GIVEN:
Public Hearings will be held before the City Council of the City of Santa Clarita in the City Hall
Council Chambers, 23920 Valencia Boulevard, 1st floor, Santa Clarita, California, on the 24th
day of June 2014, at or after 6:00 p.m., to consider the FY 14-15 Annual Levy of Assessments
for the City's Special Districts.
These Districts subject to these Public Hearings include:
1. Landscape Maintenance Districts with the exception of Zones 8,123, T23A, 24, 26 and 28,
Streetlight Maintenance District, Golden Valley Ranch Open Space Preservation District,
Drainage Benefit Assessment Areas with the exception of DBBA 22, and the Tourism
Marketing District.
2. Landscape Maintenance District Zone 8.
3. Landscape Maintenance District Zones T23, T23A and 28.
4. Landscape Maintenance District Zones 24 and 26.
5. Drainage Benefit Assessment Area 22
The City Council, pursuant to the Landscaping and Lighting Act of 1972, Parking and Business
Improvement Area Law of 1989, both being Divisions of the Streets and Highways Code of the
State of California, and the Benefit Assessment Act of 1982, being a Division of the Government
Code, desires to levy annual assessments for the districts pursuant to Article XIII D of the
California Constitution.
Proponents, opponents, and any interested persons may appear and be heard on this matter at that
time. Further information may be obtained by contacting the Administrative Services Department,
23920 Valencia Boulevard, Suite 260, Santa Clarita, CA 91355; (661) 286-4005,
Dennis Luppens, Special Districts Administrator.
If you wish to challenge this action in court, you may be limited to raising only those issues you or
someone else raised at the public hearing described in this notice, or in written correspondence
delivered to the City Council, at, or prior to, the public hearing.
Dated: June 5, 2014
Armine Chaparyan,
Interim City Clerk
Publish Dates: June 12, 2014; June 15, 2014
3
RESOLUTION NO. 14-
A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF SANTA CLARITA, CALIFORNIA, APPROVING
THE FINAL ENGINEER'S ANNUAL LEVY REPORT, ORDERING
THE LEVY AND COLLECTION OF ASSESSMENTS ORDERING CONTINUED
MAINTENANCE FOR ZONES 24 AND 26 WITHIN THE CITY OF SANTA CLARITA
LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT
OF SANTA CLARITA LANDSCAPE MAINTENANCE DISTRICT NO. 1
FOR FISCAL YEAR 2014-15
WHEREAS, the City Council, pursuant to the provisions of the Landscape and
Lighting Act of 1972, Part 2, Division 15, of the California Streets and Highways Code
(commencing with Section 22500) (hereafter referred to as the "Act") did by previous
Resolution, order the Engineer, Willdan Financial Services, to prepare and file a report in
accordance with Chapter 1, Article 4, of the Act, commencing with Section 22565, in connection
with the proposed levy and collection of assessments for the Santa Clarita Landscape
Maintenance District No. 1, Zone Nos. 24 and 26 (District), for the fiscal year commencing July
1, 2014, and ending June 30, 2015; and
WHEREAS, said Resolution was duly and legally published in the time, form, and
manner as required by law and which Resolution is on file in the office of the City Clerk; and
WHEREAS, the Engineer has prepared and filed with the City Clerk of the City of Santa
Clarita and the City Clerk has presented to the City Council such report entitled "Final
Engineer's Report, City of Santa Clarita Landscape Maintenance District No. 1, Fiscal Year
2014-15" (Report); and
WHEREAS, the City Council has carefully examined and reviewed the Report as
presented, and is satisfied with each and all of the items and documents as set forth therein, and
finds that the levy has been spread in accordance with the special benefits received from the
improvements, operation, maintenance, and services to be performed, as set forth in said Report;
and
WHEREAS, the City Council desires to levy and collect assessments against parcels of
land within the District for the fiscal year commencing July 1, 2014, and ending June 30, 2015,
to pay the costs and expenses of operating, maintaining, and servicing the improvements within
the District; and
WHEREAS, the assessment rates within the District are exempt from the assessment
balloting procedures set forth in Section 4 of Proposition 218, because the District was formed by
consent of the landowners, and the proposed assessments per lot or parcel are not proposed to
increase by more than the assessment rates approved by the landowners at the time of annexation
into the District.
y
NOW, THEREFORE, the City Council of the City of Santa Clarita does hereby resolve as
follows:
SECTION 1. That the above recitals are all true and correct.
SECTION 2. The Final Engineer's Report as presented consists of the following:
a. Plans and specifications describing the general nature, location, and extent of the
improvements to be maintained and of the maintenance work;
b. Estimate of the cost of maintenance of the improvements for the District for the Fiscal
Year 2014-15;
c. An annual assessment for Fiscal Year 2014-15 of the estimated costs of the
maintenance of those improvements to be maintained during such fiscal year,
assessing the net amount upon all assessable lots and/or parcels within the District in
proportion to the special benefits received; together with a formula pursuant to which
such annual assessment may be adjusted annually for inflation pursuant to the
Assessment Law without the necessity for additional assessment ballot procedures.
The Final Engineer's Report, as presented, is hereby approved, and is ordered to be filed
in the office of the Clerk of the City Council as a permanent record and to remain open to public
inspection.
SECTION 3. The Clerk of the City Council shall certify to the passage and adoption of
this Resolution, and the minutes of this meeting shall so reflect the presentation of the
Assessment Engineer's Report.
SECTION 4. That the City hereby proposes an annual levy of assessments for Santa
Clarita Landscape Maintenance District No. 1 thereon to provide for the following work:
The installation, construction, or maintenance of any authorized improvements under the
Act, including, but not limited to, landscape and irrigation improvements and any facilities which
are appurtenant to any of the aforementioned or which are necessary or convenient for the
maintenance or servicing thereof.
SECTION 5. Following notice duly given, the City Council has held a full and fair
Public Hearing regarding its Resolution approving and or amending the Report prepared in
connection therewith; the levy and collection of assessments, and considered all oral and written
statements, protests and communications made or filed by interested persons.
SECTION 6. The City Council hereby finds that each and every part of the Engineer's
Report is sufficient, and the City Council hereby approves, passes on, and adopts the Engineer's
Report as submitted to the City Council and filed with the City Clerk.
2
SECTION 7. The City Council does hereby reference the Engineer's Report, which
indicate the amount of the assessments, the District boundary, description of improvements, and
the methods of assessment. The Engineer's Report is on file in the office of the City Clerk, and
reference to the Engineer's Report is hereby made for all particulars.
SECTION 8. The City Council hereby directs staff to file said assessments with the
County Auditor for collection with the regular property taxes for Fiscal Year 2014-15.
SECTION 9. The City Clerk shall certify to the adoption of this Resolution.
PASSED, APPROVED, AND ADOPTED this 24th day of June 2014.
MAYOR
ATTEST:
INTERIM CITY CLERK
DATE:
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 24th day of June 2014, by the following vote:
AYES: COUNCILMEMBERS:
NOES: COUNCILMEMBERS:
ABSENT: COUNCILMEMBERS:
INTERIM CITY CLERK
I
City of Santa Clarita
Combined Engineer's Report
Landscape Maintenance Districts
FISCAL YEAR 2014/2015
Intent Meeting: June 10, 2014
Public Hearing: June 24, 2014
b Jif
*, Prepared May 22, 2014
CITY OF SANTA CLARITA
LANDSCAPE MAINTENANCE DISTRICTS
COMBINED ENGINEER'S REPORT
CERTIFICATE
This Report describes the Districts including the improvements, budgets, parcels and
assessments to be levied for fiscal year 2014/2015, as they existed at the time of the passage
of the Resolution of Intention. Reference is hereby made to the Los Angeles County
Assessor's maps for a detailed description of the lines and dimensions of parcels within the
Districts. The undersigned respectfully submits the enclosed Report—aa- by the City
Council.
Dated this 3day of 7cNYL / , 2014.
By:
Stacee Reynolds
Senior Project Manager
District Administration Services
C 16742EXP
9T Cl V IL 01
��
OF COX
Willdan Financial Services
Assessment Engineer
By: Arzl�a /4
Rich rd Kopecky
R. C. E. # 16742
I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and
Assessment Diagram thereto attached was filed with me on the day of 2014.
By:
Armine Chaparyan,
City of Santa Clarita
Los Angeles County
Interim City Clerk
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 2014.
By:
Armine Chaparyan,
City of Santa Clarita
Los Angeles County
Interim City Clerk
California
TABLE OF CONTENTS
/. OVERVIEW..............................................................................................1
A. INTRODUCTION...............................................................................................................1
B. EFFECT OF PROPOSITION 218.....................................................................................2
A PLANS AND SPECIFICATION.................................................................... 3
A. IMPROVEMENTS AUTHORIZED BY THE 1972 ACT.....................................................3
B. DESCRIPTION OF IMPROVEMENTS TO BE MAINTAINED AND SERVICED..............4
C. CAPITAL IMPROVEMENT PROJECTS...........................................................................7
ESTIMATE OF COSTS............................................................................ 9
N. METHOD OF APPORTIONMENT OF ASSESSMENT................................11
A. GENERAL.......................................................................................................................11
B. REASON FOR THE ASSESSMENT..............................................................................11
C. SPECIAL BENEFIT ANALYSIS.....................................................................................11
D. GENERAL BENEFITS....................................................................................................13
E. APPORTIONMENT METHODOLOGY...........................................................................13
F. METHOD CODE DEFINITIONS......................................................................................15
G. ASSESSMENT RATES AND ANNUAL LEVY...............................................................17
V ASSESSMENT ROLL............................................................................... 21
K ASSESSMENT DIAGRAM..................................................................... 22
APPENDIX
Landscape Maintenance District Improvements
Z OVERVIEW
A. INTRODUCTION
The City of Santa Clarita ("City") annually levies and collects special assessments in
order to maintain the improvements within City initiated Landscape Maintenance District
Nos. 1, and County initiated District T1, (collectively referred to as the `Districts"). The
Districts were formed pursuant to the Landscape and Lighting Act of 1972, Part 2 of
Division 15 of the California Streets and Highways Code (the "Act") and are in
compliance with Article XIIID of the California Constitution (enacted by Proposition 218).
This Combined Engineer's Report ("Report") includes all Zones and Annexations that
have been approved by property owners and Council's actions through August 27, 2013.
All Zones or Annexations within District Nos. 1, and T1 provide for the maintenance of
local landscaping located within the right of ways and easements of the respective
district areas.
District No. T1 is an ad valorem fund created by the County of Los Angeles under the
Improvement Act of 1911, prior to the transfer of jurisdiction to the City. Ad valorem
revenue is collected directly from property taxes and is separate from the Special
Assessment Districts. Ad Valorem revenue requires no Council action, but is hereby
referenced in this report as a part of the landscape maintenance program within the City.
In addition to the City -initiated Districts, the responsibility for several County -maintained
Landscape Maintenance Zones was transferred to the City's jurisdiction beginning in
1997. The County, through the Department of Parks and Recreation, had previously
administered these Zones which had provided for the maintenance and servicing of the
landscape improvements located in medians and common areas throughout the City.
Pursuant to the Act, the City Council is the legislative body for the Districts and Zones
and may levy annual assessments as the governing body for the operations and
administration of the Districts.
This Report describes the Districts, any annexation zones or changes to the Districts
and the proposed assessments for Fiscal Year 2014/2015. The proposed assessments
are based on the historical and estimated costs to maintain the improvements that
provide direct and special benefits to properties within the Districts. The costs of the
improvements and the annual levy include all expenditures, deficits, surpluses,
revenues, and reserves. Each parcel is assessed proportionately for only those
improvements provided and for which the parcel receives special benefits.
Following consideration of all public comments and written protests at a noticed public
hearing and review of the Report, the City Council may order amendments to the Report
or confirm the Report as submitted. Following final approval of the Report and
confirmation of the assessments, the Council may order the levy and collection of
assessments for Fiscal Year 2014/2015 pursuant to the Act. Once the levy is approved,
the assessment information will be submitted to the County Auditor -Controller and
included on the property tax roll for each benefiting parcel for Fiscal Year 2014/2015.
Fiscal Year City of Santa Clarita Combined Engineer's Report
2014/2015 Landscape Maintenance Districts Page 1
B. EFFECT OF PROPOSITION 218
On November 5 1996, the electorate approved Proposition 218, Right to Vote on Taxes
Act, which added Articles XIIIC and XIIID to the California Constitution. The Article XIIID
affects all assessments upon real property for a special benefit conferred on the
property. Assessments imposed under the Landscaping and Lighting Act of 1972 are
these types of benefit assessments.
The provisions of Proposition 218 can be summarized in four general areas:
1. Strengthens the general and special tax provisions of Propositions 13 and 62;
2. Extends the initiative process to all local taxes, assessments, fees and charges;
3. Adds substantive and procedural requirements to assessments; and
4. Adds substantive and procedural requirements to property -related fees and charges.
Prior to Proposition 218, property owners petitioned Zones that were added to the
Districts. Subsequent to Proposition 218, all property owners were balloted for inclusion
into the Districts in order to be in compliance with Proposition 218. This Report does not
propose to increase the assessments for the Districts, including any Zones or
Annexations, above the approved annual Consumer Price Index (CPI) for all Urban
Consumers, Los Angeles — Riverside—Orange Counties, California. Increases, if any,
above this amount were addressed in separate reports approved at prior Council
meetings. Any subsequent increases in the assessments, as defined by Government
Code Sections 53750-53756 (Proposition 218 Omnibus Implementation Act), will be
subject to the procedures and approval process of Section 4 of Article XIIID.
For Fiscal Year 2014/2015, applicable CPI increase is 0.54°/x.
Fiscal Year City of Santa Clarita Combined Engineer's Report
2014/2015 Landscape Maintenance Districts Page 2
//. PLANS AND SPECIFICATION
A. IMPROVEMENTS AUTHORIZED BY THE 1972 ACT
As applicable or may be applicable to this District, the 1972 Act defines improvements to
mean one or any combination of the following:
• The installation or planting of landscaping.
• The installation or construction of statuary, fountains, and other ornamental
structures and facilities.
• The installation or construction of public lighting facilities, including, but not
limited to, traffic signals.
• The installation or construction of any facilities which are appurtenant to any of
the foregoing or which are necessary or convenient for the maintenance or
servicing thereof, including, but not limited to, grading, clearing, removal of
debris, the installation or construction of curbs, gutters, walls, sidewalks, or
paving, or water, irrigation, drainage, or electrical facilities.
• The installation of park or recreational improvements, including, but not limited to,
all of the following:
❖ Land preparation, such as grading, leveling, cutting and filling, sod,
landscaping, irrigation systems, sidewalks, and drainage.
❖ Lights, playground equipment, play courts, and public restrooms.
• The maintenance or servicing, or both, of any of the foregoing.
• The acquisition of land for park, recreational, or open -space purposes.
• The acquisition of any existing improvement otherwise authorized pursuant to
this section.
• Incidental expenses associated with the improvements include, but are not
limited to:
• The cost of preparation of the report, including plans, specifications, estimates,
diagram, and assessment;
• The costs of printing, advertising, and the publishing, posting and mailing of
notices;
• Compensation payable to the County for collection of assessments;
• Compensation of any engineer or attorney employed to render services;
• Any other expenses incidental to the construction, installation, or maintenance
and servicing of the improvements;
• Any expenses incidental to the issuance of bonds or notes pursuant to Section
22662.5.
• Costs associated with any elections held for the approval of a new or increased
assessment.
Fiscal Year City of Santa Clarita Combined Engineer's Report
2014/2015 Landscape Maintenance Districts Page 3
The 1972 Act defines "maintain" or "maintenance" to mean furnishing of services and
materials for the ordinary and usual maintenance, operation, and servicing of any
improvement, including:
• Repair, removal, or replacement of all or any part of any improvement.
• Providing for the life, growth, health, and beauty of landscaping, including
cultivation, irrigation, trimming, spraying, fertilizing, or treating for disease or
injury.
• The removal of trimmings, rubbish, debris, and other solid waste.
• The cleaning, sandblasting, and painting of walls and other improvements to
remove or cover graffiti.
B. DESCRIPTION OF IMPROVEMENTS TO BE MAINTAINED AND SERVICED
The improvements installed, maintained and serviced are generally described as
improvements within public rights-of-way and dedicated landscape easements within
various tracts and on individual parcels located throughout the City including, but not
limited to: landscaping, planting, shrubbery, trees, grass, other ornamental vegetation,
irrigation systems, hardscapes and fixtures; statuary, fountains and other ornamental
structures and facilities; public lighting facilities; facilities which are appurtenant to any of
the foregoing or which are necessary or convenient for the maintenance or servicing
thereof, including, but not limited to, clearing, removal of debris, the installation or
construction of curbs, gutters, walls, sidewalks, or paving, or water, irrigation, drainage,
or electrical facilities; and, park or recreational improvements, including, but not limited
to, playground equipment, play courts, public restrooms, and paseos/trails.
District funds are used for the maintenance and servicing including, but not limited to,
labor, electrical energy, water, materials, contracting services, administration, reserve,
and other expenses necessary for the satisfactory maintenance and servicing of these
improvements.
Maintenance means the furnishing of services and materials for the ordinary and usual
maintenance, operation and servicing of the ornamental structures, landscaping and
appurtenant facilities, including repair, removal or replacement of all or part of any of the
ornamental structures, landscaping or appurtenant facilities; providing for the life,
growth, health and beauty of the landscaping, including cultivation, irrigation, trimming,
spraying, fertilizing, and treating for disease or injury; the removal of trimmings, rubbish,
debris, other solid waste; and pest control; the cleaning, sandblasting, and painting of
walls and other improvements to remove or cover graffiti. Servicing means the furnishing
of electricity for the operation of any appurtenant facilities, water for the irrigation and
control of the landscaping, and the maintenance of any of the ornamental structures,
landscaping and appurtenant facilities.
The plans and specifications for the improvements are voluminous and are not bound in
this Report but by reference are incorporated and made a part of the Report; and are on
file at the City. A brief description of what is improved and maintained by the Landscape
Maintenance Districts can be found in the Appendix of this Report.
The following is a general description of the location of each Zone or Annexation:
Fiscal Year City of Santa Clarita Combined Engineer's Report
2014/2015 Landscape Maintenance Districts Page 4
1 1 Centex Development
1 2F Commercial (Soledad Entertainment) [was District 1, Zone 10]
Tracts 45416-01 & 02, Residential, northeast of Sierra Highway
1 3 -- and Sand Canyon Road (Sierra Heights)
Tract 45416, Residential, Sierra Highway west of Sand Canyon
3A (was District 1, Zone 131
Albertson's Shopping Center, Commercial, Via Princessa and
Sierra Highway (Albertson's Street Trees), Parcel Map 24147
Tract 52414, Residential, Golden Valley Road, Pardee [was
1 21
(Costco) [was District 1 zone 2A], Sierra Storage [was District 1
1 22
Zone 28], Tract 50151 across from Costco [was District 1 Zone
2C], Tract 50484, Via Princessa and Highway 14 (Jack-in-the-
1 23
box) [was District 1 Zone 2D], Parcel Map 25196, Sierra Highway
north of Via Princessa (Flying Tiger) [was District 1 Zone 2E],
1 4
Riverview Shopping Center [was District 1 Zone 2G]
1 25
Residential, May Way and Via Princessa, west of Whites Canyon
1 5
Rd (Sunset Hills)
1 26
Tract 52276, Residential, Koji Court, Via Princessa and May Way
5A (was District 1, Zone 91
Tracts 46626, 50536 and 47863, Residential, Whites Canyon
1 6
Road and Canyon Crest Road (Canyon Crest)
Residential & Commercial, McBean and Newhall Ranch
1 7
(Creekside)
Tract 44374 Woodlands — Currently inactive but could be
1 7A
reactivated at any time.
Tract 52354, Residential, Friendly Valley Parkway and Sierra
1 8
Highway
1 15
River Village
1 16
— Valencia Industrial Center
1 17
Bouquet Canyon Road/Railroad Avenue
1 18
- Town Center / Tourney Rd
1 19
— Bridgeport / Bouquet
1 20
Golden Valley Ranch - Commercial
Tract 52414, Residential, Golden Valley Road, Pardee [was
1 21
District 1 Annex ID]
1 22
— Henry Mayo Newhall Memorial Hospital
Golden Valley Road and Highway 14 (Montecito) [was District 1
1 23
Annex 1A]
Tract 44892, Residential, Canyon Gate, Golden Valley Road and
1 24
Sierra Highway [was District 1 Annex 1C]
1 25
Tract 53419, Residential, Valle Di Oro [was District 1 Annex 1 F]
Commercial, Centre Pointe, south of Soledad Canyon Road [was
1 26
District 1 Annex 1B]
Fiscal Year City of Santa Clarita Combined Engineer's Report
2014/2015 Landscape Maintenance Districts Page 5
Fiscal Year City of Santa Clarita Combined Engineers Report
2014/2015 Landscape Maintenance Districts Page 6
Railroad Avenue and Circle J Ranch Road (Circle J Ranch) [was
1
27
District T1 Zone T42A, T426 and T42C]
Main Street, Railroad Avenue, Newhall Avenue, Dockweiler,
small portions of Sierra Highway and Lyons Avenue and the
1
28
Newhall Library Area
Residential/Commerical/Mixed-use, North side, Soledad Canyon
1
29
Road, Gladding Way (Villa Metro)
1
2008-1
Citywide Major Thoroughfare Medians
Residential / Commercial, Lyons, Orchard Village Road and
1
T2
Wiley Canyon (Old Orchard)
Residential, NW of Wiley Canyon and Orchard Village Road
1
T3
— (Valencia Hills)
The golf course property on Tournament Road and the
residential properties located South of Vista Hills Drive and East
1
T3B
of Tournament Road within Valencia Hills development
Residential / Commercial, McBean Parkway, Orchard Village
1
T4
Road and Tournament Road (Valencia Meadows)
1
T7
Valencia Central & North Valley [was District T1 Zone T7]
Residential / Commercial, Plum Canyon Road — Shapell —
1
T20
Monteverde
1
T33
Residential, Canyon Park Drive & Jason Road TR 43510
1
T44
Residential, Copper Hill Drive, David Way TR 3517 & TR 44838
Residential / Commercial, McBean Parkway and Newhall Ranch
1
T46
Road (Northbridge)
1
T47
Residential & Commercial - Northpark
1
T48
Residential, Kathleen Ave
Residential Commercial Development, Newhall Ranch Road,
1
T51
Copper Hill Drive.
1
T52
Residential - Stonecrest
1
T62
Residential, Copper Hill Drive, TR 52087
1
T65
Residential, Fair Oaks Ranch TR 47200
1
T65A
Residential, Ranch at Fair Oaks TR 52833
1
T65B
Residential, Ranch at Fair Oaks TR 52833
1
T67
Residential, Gold Canyon Drive, Copper Hill Drive
1
T71
Residential, Haskell TR 47657
1
T72
Residential, Homestead Place
Residential, SE of Orchard Village Road and McBean Parkway
T1
T5
(La Questa)
Residential / Commercial, McBean Parkway and Avenida
T1
T6
Navarre (South Valley)
Residential / Commercial, McBean Parkway and Del Monte Dr
T1
T8
(Summit)
Fiscal Year City of Santa Clarita Combined Engineers Report
2014/2015 Landscape Maintenance Districts Page 6
Residential, Rainbow Glen Drive and Sierra Highway (Rainbow
T1
T17
Glen)
Residential / Commercial, Seco Canyon Road and Copper Hill
T1
T23
Road (Mountain View)
Residential, Seco Canyon Road and Copper Hill (Mountain View
T1
T23A
Condos)
Residential, Seco Canyon Road and Copper Hill Road (Seco
T1
T23B
Villas)
Residential, Rainbow Glen Drive and Soledad Canyon (American
T1
T29
Beauty)
Residential, Shangri La Drive and Soledad Canyon Road
(Shangri-La), plus Commercial, Soledad Canyon Branch Library
T1
T31
-- [was District 1, Zone 14]
T1
T1
Commercial, Seco Canyon Village
C. CAPITAL IMPROVEMENT PROJECTS
The following is a brief discussion of the new Capital Improvement Projects for Fiscal Year
2014/2015 in the Landscape Maintenance Districts.
Zone 2008-1 Maior Thoroughfare Medians
Newhall Avenue (82015) - Landscaped medians will be constructed on Newhall Avenue from
the railroad tracks near Pine Street to approximately 500 feet west of Sierra Highway. The
improvements will include the City's standard median design and smart water controllers. The
irrigation lines will be made ready for recycled water when it becomes available. The project
also includes a traffic signal at Pine Street.
Lost Canyon Road (B3013) — Landscape median refurbishment will be designed for
construction in a future year. The scope of this design project is between Via Princessa and
Medley Ridge Drive. The scope of the design will included the City's standard design for
landscape, and irrigation. The project will replace non -working irrigation, existing pine trees,
and temporary mulch. The irrigation lines will be made ready for recycled water when it
becomes available.
Sierra Highway Beautification II (B3014) — Landscaped medians will be constructed on Sierra
Highway from the approximate area of Flying Tiger Drive to Soledad Canyon Road. The
improvements will include the City's standard median design and smart water controllers. The
irrigation lines will be made ready for recycled water when it becomes available. The project
also includes a triple left turn improvement at Soledad Canyon Road and Sierra Highway.
Fiscal Year City of Santa Clarita Combined Engineers Report
2014/2015 Landscape Maintenance Districts Page 7
Zone T-2 Orchard Village
Old Orchard Park Master Plan Re-evaluation (P1006) — Development of a conceptual plan to
evaluate options to modernize Old Orchard Park.
Zone T-7 Valencia Central & North Valley
John Russell Paseo Bridge Replacement (S1042) — This project will replace the existing
wooden bridge spanning John Russell Drive between Cortina and Via Candice. It is anticipated
a new steel bridge will be designed, awarded, and constructed in FY 2014/2015.
Fiscal Year City of Santa Clarita Combined Engineer's Report
2014/2015 Landscape Maintenance Districts Page 8
///. ESTIMATE OF COSTS
The estimated costs for the operation, maintenance and servicing of the facilities for Fiscal Year
2014/2015 are shown below. The 1972 Act provides that the total cost of the maintenance and
services, together with incidental expenses, may be financed from the assessment proceeds.
The incidental expenses may include engineering fees, legal fees, printing, mailing, postage,
publishing, and all other related costs identified with the district proceedings.
The estimated costs of the improvements for the Districts are voluminous and are not bound in
this report but by this reference are incorporated and made a part of this report. The estimated
costs are on file at the City where they are available for public inspection.
The annual budgets for the other Districts and Zones are shown on the following page:
Fiscal Year City of Santa Clarita Combined Engineer's Report
2014/2015 Landscape Maintenance Districts Page 9
"WILLDAN
Fnancial Services
1
Zone
1
Projected
Fund
Description 711114
Golden Valley Centex
Beginning
Balance as of
(includes FB
$6,614
Projected
Assessment
Revenue
$17,355
Projected Projected
Interest
Revenue
$53
Ad
Valorem
Revenue
$0
Projected Oper�tjon
Total Maintenance
Revenues Expenses
$17,408
&
CapilailReservo
$7,881
Projected
�P.nws Total
$394
Projected
Expenses;
$8,2]5
Projected
Operating
Reserve
$e
Projected
Ending Fund
Balanceasof
$15,747
1
2
Ed.nIs Cinema
3,844
0
0
0
0
0
0
0
0
3,644
1
3
Sierra Heights
425.3]]
52,305
3,403
0
55,708
70.175
18,509
88,884
35,088
35],313
1
4
Via Pdncesss/Slane Hwy
312,586
108,191
2,501
0
110,092
23,110
5,158
28,268
11,555
383,457
1
5
Sunset Hills
563,274
147,42]
4,506
0
151,933
138,677
56,934
195,611
69,339
460,25]
1
6
Canyon Crest
424,889
119,000
3,399
0
122,399
105.628
50,281
155,910
52,814
338.564
1
7
C,eekside
385,199
263,023
2,922
0
265,945
244.659
60,233
304,892
122.330
203.923
1
8
Friendly/Siena
21,455
7,201
172
0
7,373
7,874
394
8,268
3,937
leen
1
15
River Village
708,985
291,586
5,668
0
297,222
199,153
20,968
22'110
99,578
684,519
1
16
Valencia lndusltlal Center
565,606
223,79]
4,415
0
228,243
146,025
62,301
208,326
73,013
502,569
1
17
Bouquel/Railroatl Ave
(279,326)
103,841
(2.235)
0
101,407
43,823
35,000
78,823
0
(256,743)
1
18
Town Center/Tourney Road
453.584
759,121
3,829
0
762.749
517,352
62,388
579,720
258,678
377,018
1
19
Bridgeport/Bouquet
157,699
92,445
1,262
0
93,706
89,415
29,971
99,388
34,708
117,312
1
20
Golden Valley Ranch -Commercial
155,876
108,101
1,247
0
109,348
82,204
4,110
BQ314
41,102
137,807
1
21
Golden Valley Renck -Residential
285,488
40,808
2,284
0
42,892
31,840
1,592
33,432
15,920
279,028
1
22
HMNMH
104,550
31,259
838
0
32,095
17,583
879
18,462
8,792
109,391
1
23
Monlecllo
(22,982)
5,149
(184)
0
4,966
4,955
0
4,955
0
(22,972)
1
24
Canyon Gate
261,983
37,508
2.096
0
39,602
25,662
1,203
26,945
12.831
281,809
1
25
Valle DI Oro
6,651
7,228
53
0
7,281
2,164
108
2,272
1,062
10,579
1
26
Center PolMgommemlal
790,045
2081620
6,320
0
214,940
114,659
5,733
120,392
67,329
827,204
1
27
Circle J
1,215,916
591,192
9,727
0
600,919
437,005
9'350
531,3%
218,503
1,066,977
1
1 28
Newhall
235,392
367,834
1,883
01
369,717
234,457
18,223
252,680
117,229
235,201
1
1 29
Villa Metro
0
74,408
0
0
74,408
0
0
0
0
74,408
1
120081 Major Thoroughfare Medians
57774
5,278,123
4,621
0
5,282,744
1.806,611
6,459,680
8,288,281
0
(2,405,933)
T1
T1
Fakcli6
215,791
20,000
1,726
0
21,726
21,311
15,066
38,377
10'elle
19'485
1
T2
Old Orchard
219,649
204,340
1,757
73,543
279,640
196.035
115,752
310.]8]
97,518
90,984
1
T3
Valencia Hllle
441,488
159,689
3,532
49,994
213,214
143,4%
99,675
243,1]0
71,748
339,763
1
T4
Valencia Meadows
338,433
137,720
2,707
2510118
105,513
142.279
80,114
202,393
71,139
230,414
T1
T5
Valencia Glen
538,205
151,142
4,306
45,734
201,181
170,657
65.033
225,689
85,328
428,369
T1
T6
Valencia South Valley
163,136
140,005
1,305
0
141,310
90,384
40,019
130,403
45,192
128,851
1
P
Valencia Central 8 North Valley
693,333
4811681
5,547
0
487,208
294,]38
609,237
903,975
147,369
129,197
T1
T8
Valencia Summit
474,552
1,104,754
3,796
0
1,108,550
843,768
144,188
987,958
421,884
173,262
Tl
Tl]
Ralnbow Glen
53,055
3],66]
664
01
38,332
40,710
2,035
42,745
20,355
58,287
1
T20
EI Dorado Village
492,752
188,400 1
3,443
0
191,843
207,690
132,3&5
340,075
103,845
240,676
T1
T23
Mountain Vlew Slopes
635,489
758,570 1
5,084
0
763,654
118,448
8'922
699,371
309,224
39.548
T1
T23A
Mountain View Condos
423,737
306.205
3.390
0
309,595
362,589
43,129
405,718
181,295
146,319
Tl
T238
Two Villas
17,499
105.837
140
0
105,977
153.443
3.500
15.943
0
(33,467)
T1
T29
American Beauty
413,844
01,880
3,309
0
65,189
53.626
12,681
8.30(3
26,813
385,715
T1
T31
S1langh4a
48.888
322,823
3,685
0
326.509
327,263
28.363
355,616
163,627
267,952
1
n3
Canyon Park
369,207
125.250
2,954
0
128,204
71,900
68,595
14.495
35,950
320,965
1
T44
Bouquet Cyn
48,288
90,600
316
0
90,916
115,504
5,775
121,279
0
17,923
1
T46
Northbridge
2,527,757
1,562,369
20,222
0
1,582.501
1,415,927
192,298
1,608,223
]0],9134
1.794,1131
1
T47
Northpark
(266,]]8)
774,157
(2,134)
0
772,023
636,956
0
638,956
0
(131,711)
1
T48
Shadow Hills
(28,592)
4],7]5
(243)
0
47,532
81,434
0
81,434
0
(62,494)
1
T51
Valencia High SCM1OoI
1,223,818
401,000
9,791
of
410,791
425,400
232,270
657,870
212,700
764,239
1
T52
Stonecrest Lower)
(]4,968)
3]8,023
(800)
0
377,423
471,998
0
4]1,998
0
(169,542)
1
T62
Canyon Heights
173,971
12.000
1,200
0
130,200
168,318
8.316
1]4,634
83,159
46.378
1
T85
Fair Oaks Ph 1
1,911,208
202,910
15,290
0
218,200
125,817
31,291
157,106
62,909
1,909.391
1
T65A Fair Oaks Ph 2 8 3
3.215.340
419,250
25.]23
0
444,973
250,838
7],592
32'380
125.419
3,206,514
1
T65B
Fair Oaks Perk
1]],6]1
148,688
1,421
0
148,107
125,511
46,276
171,]8]
62,]513
91,236
1
T67
Mirampntea
226,907
218,900
1,470
0
220,370
202.676
106,144
308,020
101,438
3.819
I
T71
Haskell Cyn Ranch
203,9]2
13.669
1,335
0
132,004
157,967
55,098
213,065
78,984
43,927
1
T]2
Coppsmlll
]8,836
18,700
553
0
19,253
23,124
12.376
35,600
11,562
51,025
T1 Ad Valorem
TOTAL
583,131
$23,309,3150
0
$17.761,081
4,885
$184.950
85',42]
$848.7M
659,092
$18,794.815 $12,474.246
206,33]
358,44]
$9.624.981
564,784
$22.099,228
103,169
$4,675.821
574,270
$15.429,116
Fiscal Year City of Santa Clarita Combined Engineers Report
2014/2015 Landscape Maintenance Districts Page 10
,WILLDAN
Financial Services
/Y. METHOD OF APPORTIONMENT OF ASSESSMENT
A. GENERAL
Part 2 of Division 15 of the Streets and Highways Code, the Landscaping and Lighting
Act of 1972, permits the establishment of Maintenance Districts by cities for the purpose
of providing certain public improvements which include the construction, maintenance
and servicing of street lights, traffic signals and landscaping facilities.
Section 22573, Landscaping and Lighting Act of 1972 requires that maintenance
assessments be levied according to benefit rather than according to assessed value.
This section states:
"The net amount to be assessed upon lands within a Maintenance District may
be apportioned by any formula or method which fairly distributes the net
amount among all assessable lots or parcels in proportion to the estimated
benefits to be received by each such lot or parcel from the improvements."
The Act permits the designation of zones of benefit within any individual Maintenance
District if "by reason of variations in the nature, location, and extent of the improvements,
the various areas will receive different degrees of benefit from the improvements." (Sec.
22574). Thus, the 1972 Act requires the levy of a true "assessment" rather than a
"special tax."
In addition, Proposition 218 requires that a parcel's assessment may not exceed the
reasonable cost of the proportional special benefit conferred on that parcel. Proposition
218 provides that only special benefits are assessable and the City must separate the
general benefits from the special benefits.
B. REASON FOR THE ASSESSMENT
The assessment is proposed to be levied to defray the costs of the installation,
maintenance and servicing of landscaping improvements, as previously defined herein in
Part A of this Report.
C. SPECIAL BENEFIT ANALYSIS
In determining the proportionate special benefit derived by each identified parcel, the
proximity of the parcel to the public improvements detailed in Part A above, and the
capital, maintenance and operating costs of said public improvements, was considered
and analyzed. Due to the close proximity of the parcels to the improvements detailed in
Part A above, it has been demonstrated and determined the parcels are uniquely
benefited by, and receive a direct advantage from, and are conferred a particular and
distinct special benefit over and above general benefits by, said public improvements in
a way that is particular and distinct from its effect on other parcels and that real property
in general and the public at large do not share.
Street Landscaping
Trees, landscaping, hardscaping, ornamental structures and appurtenant facilities, if well
maintained, confer a particular and distinct special benefit upon real property within each
Zone of Benefit by providing beautification, shade and positive enhancement of the
community character, attractiveness and desirability of the surroundings. In addition, all
Fiscal Year City of Santa Clarita Combined Engineer's Report
2014/2015 Landscape Maintenance Districts Page 11
WWILLDAN
JaJ Financial Services
of the aforementioned contributes to a specific increase in property desirability and a
specific enhancement of the property value of each parcel within each Zone of Benefit
which confers a particular and distinct special benefit upon the real property within each
Zone of Benefit.
In Parkways and Land Values, written by John Nolan and Henry V. Hubbard in 1937, it is
stated:
.. there is no lack of opinion, based on general principals and experience and
common sense, that parkways do in fact add value to property, even though the
amount cannot be determined exactly.... Indeed, in most cases where public
money has been spent for parkways the assumption has been definitely made
that the proposed parkway will show a provable financial profit to the City. It has
been believed that the establishment of parkways causes a rise in real estate
values throughout the City, or in parts of the City,..."
It should be noted that the definition of "parkways" above may include the roadway as
well as the landscaping alongside the roadway.
Landscaped Medians in the Maior Thoroughfares
The landscape improvements in the medians along the major thoroughfares confer a
particular and distinct special benefit upon real property within the City by providing
beautification, and positive enhancement of the community character, attractiveness and
desirability of the City. In addition, all of the aforementioned contributes to a specific
increase in property desirability and a specific enhancement of the property value of
each parcel within the City which confers a particular and distinct special benefit upon
the real property within the City. These major thoroughfares are the entryways into the
City and as such provide beautification to the entire City; therefore, all parcels within the
City are conferred a special benefit from the landscaped medians in the major
thoroughfares. Landscaping in the medians along the major thoroughfares provides only
incidental benefits to motorists traveling to, from or through the City.
Recreational Trails and Greenbelts
Landscaping along recreational trails and greenbelts, if well maintained, confer a
particular and distinct special benefit upon real property within each Zone of Benefit by
providing beautification and positive enhancement of the community character,
attractiveness and desirability of the surroundings. In addition, all of the aforementioned
contributes to a specific increase in property desirability and a specific enhancement of
the property value of each parcel of each parcel within each Zone of Benefit which
confers a particular and distinct special benefit upon the real property within each Zone
of Benefit.
In "Greenways for America" by Charles E. Little, it is stated:
"... [real estate] agents routinely advertise properties as being on or near the
trail.... property near but not immediately adjacent to the Burke -Gilman Trail is
significantly easier to sell and, according to real estate agents, sells for an
average of 6 percent more as a result of its proximity to the trail. Property
immediately adjacent to the trail, however, is only slightly easier to sell .... trails are
an amenity that helps sell homes, increase property values and improve the
quality of life."
Fiscal Year City of Santa Clarita Combined Engineers Report
2014/2015 Landscape Maintenance Districts Page 12
WILLDAN
WJ Financial Services
Additionally, the National Recreation and Park Association, in June 1985, stated:
"The recreation value is realized as a rise in the value of land and other property
in or near the recreation area, and is of public interest to the taxpayers, who have
a stake in a maximum of total assessed values."
Operation and maintenance of the trails
particular and distinct special benefit t
immediately surrounding the improvements.
D. GENERAL BENEFITS
and greenways within the City confers a
those properties within the community
The general benefits associated with trees, landscaping improvements, hardscaping,
ornamental structures and appurtenant facilities located near the parcels within the
Districts are considered incidental, negligible and non-quantifia¢le to the public at large.
Landscaping in the medians along the major thoroughfares provides only incidental,
negligible and non -quantifiable benefits to motorists traveling to, from or through the
City. Operation and maintenance of the trails and greenways within the City provides
only incidental, negligible and non -quantifiable benefits to pedestrians and cyclists
traveling through the trails and greenbelts. The improvements detailed in Part A herein
confer special benefits that affect the assessed property in a way that is particular and
distinct from the effects on other parcels and that real property in general and the public
at large do not share.
E. APPORTIONMENT METHODOLOGY
The following table lists the various Zones and Annexations within the Districts, their
land use and assessment type, and the number of assessable parcels, units, acreage or
EBU's.
Equivalent Benefit Units (EBU's)
In order to allocate benefit fairly between the parcels, an Equivalent Benefit Unit (EBU)
methodology is proposed which equates different types of land uses to a single-family
residential parcel, thereby allowing a uniform method of assessment.
The EBU method uses the single-family home as the basic unit of apportionment. A
single family home equals one Equivalent Benefit Unit (EBU). Every other land use is
converted to EBU's as described below. All properties in the District will be assigned
benefit units and land use classifications per the County Assessor's roll. (Inaccuracies in
the County data will be reviewed on a case by case basis as they are brought to the
City's attention.)
A methodology has been developed to calculate the EBU's for other residential land
uses and for non-residential parcels. Every land use is converted to EBU's: parcels
containing apartments are converted to EBU's based on the number of benefit units on
each parcel of land; non-residential parcels are converted based on the lot size of each
parcel of land.
Fiscal Year City of Santa Clarita Combined Engineers Report
2014/2015 Landscape Maintenance Districts Page 13
WILLDAN
UM Financial Services
There are various apportionment methodologies used in the Districts. A "Method Code"
in the table below identifies the specific methodology used for each District, Zone and
Annexation. These "Method Codes" are explained after the table.
Distfict
1
Zone
1
Annex.
1G
Land Use
Res
Type
EBU
Acreage
EBU's
261.290
Method Code
(descriptionsAsmt.
follow this table)
3
1
1
7A
Res
EBU
319.000
1
1
2F
Comm
Parcel
1
1
1
3
—
3A
Res
Res
Parcel
Parcel
76
177
1
1
1
4
Comm
EBU
526.118
4
1
5
—
5A
Res
Res
Parcel
Parcel
161
14
1
1
1
6
Res
EBU
280
4
1
7
Res
EBU
1,027.997
4
1
8
Res/Comm
EBU
33.510
4
1
15
Res/Comm
EBU
489.060
4
1
16
Comm/Vac
EBU
7,429.775
4
1
17
Multiple
EBU
1,275.270
4
1
18
Res/Comm
EBU
3,958.914
4
1
19
Res/Comm
EBU
1,204.335
4
1
20
Res/Comm
EBU
337.320
4
1
21
Res
EBU
188.465
4
1
22
Comm
EBU
178.680
4
1
23
Res/Comm
EBU
104.240
4
1
24
Res/Other
EBU
150.025
4
1
25
Res/Other
EBU
87.467
4
1
26
Comm
EBU
2,429.202
4
1
27
Res/Comm
EBU
848.156
4
1
28
Res/Comm
EBU
4,916.935
4
1
29
Res/Comm
EBU
325.51
5
1
2008-1
Res/Comm
EBU
84,942.335
4
1
T2
Res/Comm
EBU
1,128.701
4
1
T3
Res/Comm
EBU
461.250
4
1
T313
Res/Comm
EBU
206.459
4
1
T4
Res/Comm
EBU
956.387
4
1
T7
Res/Comm
EBU
1,971.143
4
1
T20
Res/Comm
Parcel
628
1
Fiscal Year City of Santa Clarita Combined Engineer's Report
2014/2015 Landscape Maintenance Districts Page 14
WILLDAN
J„, Financial Services
District
1
Zone
T33
Annex. Land Use
Res
Type
Parcel
Acreage(descriptions
EBU's
501
Method Code
follow this table)
1
1
T44
Res
Parcel
302
1
1
T46
Res/Comm
EBU
2,345.816
4
1
T47
Res/Comm
EBU
1,928.172
4
1
T48
Res
Parcel
105
1
1
T51
Res/Comm
Parcel
802
1
1
T52
Res
Parcel
459
1
1
T62
Res
Parcel
218
1
1
T65
Res
Parcel
394
1
1
T67
Res
Parcel
399
1
1
T65A
Res
EBU
1,075.00
2
1
T65B
Res
EBU
711.00
2
1
T71
Res
Parcel
222
1
1
T72
Res
Parcel
22
1
T1
T5
Res/Comm
Parcel
741
1
T1
T6
Res/Comm
Parcel
603
1
T1
T8
Res/Comm
Parcel
2,140
1
T1
T17
Res
Parcel
74
1
T1
T23
Res/Comm
Parcel
1,493
1
T1
T23A
Res
Parcel
383
1
T1
T23B
Res
Parcel
156
1
T1
T29
Res
Parcel
221
1
T1
T31
Res/Comm
Parcel
450
1
T1
Tl -31 Comm
EBU
5
2
The number of parcels, units, acres and EBU's shown in the table above reflect the
current information for the Districts. These numbers will be updated prior to submitting
the final Assessment Roll to the County Auditor -Controller for placement on the property
tax bills. Fluctuations in the number of parcels and other information may occur from
year to year as parcels subdivide, combine and/or change uses.
F. METHOD CODE DEFINITIONS
Method 1 — The assessment is apportioned to the benefiting properties on a per -parcel
basis.
Method 2 —The assessment is apportioned to the benefiting properties based on
Equivalent Benefit Units (EBU's) such that a Single Family Detached Residence (SFR)
Fiscal Year City of Santa Clarita Combined Engineer's Report
2014/2015 Landscape Maintenance Districts Page 15
WILLDAN
Financial Services
is equal to 1 EBU and all other properties are converted to EBU's based on their relative
benefit as compared to an SFR as follows:
Single Family Residential 1 single family dwelling unit 1 EBU
Multi Family Residential Condos 1 single family dwelling unit 1 EBU
Multi Family Residential Apartments 1 apartment unit 1 EBU
Commercial Industrial 1 commercial/industrial Darcel 5 EBU
Method 3 —The assessment is apportioned to the benefiting properties based on
Equivalent Benefit Units (EBU's) such that a Single Family Detached Residence (SFR)
is equal to 1 EBU and all other properties are converted to EBU's based on their relative
benefit as compared to an SFR as follows:
Residential
Single family home
Single family vacant(subdivided)
Multi -Family (incl. Condo)
Mobile Home Parks
Developed Non -Residential
Vacant / Park / School
1 dwelling
x
1
= 1.00 EBU / dwelling
1 parcel
x
0.25
= 0.25 EBU / parcel
1 dwelling
x
0.8
= 0.80 EBU / dwelling
1 space
x
0.5
= 0.50 EBU / space
1 acre
x
6
= 6.00 EBU / acre
1 acre
x
1.5
= 1.50 EBU / acre
Method 4 —The assessment is apportioned to the benefiting properties based on
Equivalent Benefit Units (EBU's) such that a Single Family Detached Residence (SFR)
is equal to 1 EBU and all other properties are converted to EBU's based on their relative
benefit as compared to an SFR as follows:
Fiscal Year City of Santa Clarita Combined Engineer's Report
2014/2015 Landscape Maintenance Districts Page 16
Assessed
EBU
EBLI
Land Use
Residential
Unit
x
Factor
Rate
Single family home
1 dwelling
x
1
= 1.00 EBU /dwelling
Single family vacant (subdivided)
1 parcel
x
0.25
= 0.25 EBU / parcel
Multi -Family (incl. Condo)
1 dwelling
x
0.75
= 0.75 EBU / dwelling
Mobile Home Parks
1 space
x
0.5
= 0.50 EBU / space
Developed Non -Residential
1 acre
x
6
= 6.00 EBU / acre
Vacant / Park / School
1 acre
x
1.5 =
1.50 EBU / acre
Special Cases
Varied =
Varied EBU
Fiscal Year City of Santa Clarita Combined Engineer's Report
2014/2015 Landscape Maintenance Districts Page 16
WI LLDAN
Irm, Services
Method 5 —The assessment is apportioned to the benefiting properties based on
Equivalent Benefit Units (EBU's) such that a Single Family Detached Residence (SFR)
is equal to 1 EBU and all other properties are converted to EBU's based on their relative
benefit as compared to an SFR as follows:
Residential
Single family home
1 dwelling x
1
= 1.00 EBU / dwelling
Commercial
1 acre x
9.72
= 9.72 EBU / acre
Live -work 111
1 unit x
1.15
= 1.15 EBU / unit
Vacant I Park / School
1 acre x
9.81
= 9.81 EBU /acre
(1) Live -work units are for both residential and non-residential use. Each live -work unit
will be assessed 1 EBU for the residential unit plus 9.72 EBUs per acre of non-
residential use (including one parking space). The typical live -work unit is 2,400
Square Feet ("SF") with 20% of the area assigned to non-residential use, which
equals 480 SF. The typical parking space is 180 SF. Therefore the non-residential
use of a live -work unit will be defined as 660 SF. An additional 0.15 EBU (660 SF I
43560 SF per acre x 9.72 EBUs per acre) will be assigned to a live -work unit for the
non-residential use, for a total of 1.15 EBUs per live -work unit.
G. ASSESSMENT RATES AND ANNUAL LEVY
The tables on the following pages provide the Maximum Assessment Rate, Applied
Assessment Rate and Annual Levy Amounts for each District by Zone and Annexation
for Fiscal Year 2014/15.
Fiscal Year City of Santa Clarita Combined Engineer's Report
2014/2015 Landscape Maintenance Districts Page 17
*WILLDAN
Financial Services
1
Zone
1
Annex
1G
Description
Golden Valley Parkway
Asmt
EBU
PcIslUnitl
Acreage/ IFY
261.290
13-14 Max
$66.07
FY 14-15
Max Asmt.
$66.42
IFY 14-15
Applied Asmt.
$66.42
FY 14-15 Total
Annual Levy
$17,354.88
1
2
2F
Cinema Parkway
Parcel
1
$2,860.70
$2,876.14
$0.00
$0.00
1
3
-
Sierra Heights
Parcel
76
$657.26
$660.81
$630.00
$47,880.00
3A
Parcel
177
$256.27
$257.65
$25.00
$4,425.00
Subtotal:
$52,305.00
1
4
Via Princessa/Sierra HwV
EBU
526.118
$205.64
$206.75
$205.64
$108,190.91
1
5
--
Sunset Hills
Parcel
161
$1,204.08
$1,210.59
$865.00
$139,265.00
5A
Parcel
14
$811.57
$815.95
$583.00
$8,162.00
Subtotal:
$147,427.00
1
6
Canyon Crest
EBU
280.000
$543.39
$546.32
$425.00
$119,000.00
1
7
Creekside
EBU
1,027.997
$255.86
$257.24
$255.86
$263,023.18
1
8
Friendly/Sierra
EBU
33.510
$214.90
$216.06
$214.90
$7,201.30
1
15
RiverVilla e
EBU
450.740
$964.09
$969.30
$646.86
$291,565.68
1
16
Valencia Industrial Center
EBU
7,459.910
$32.22
$32.40
$30.00
$223,797.30
1
17
Bou ue/Rail Road Ave
EBU
1,275.270
$80.84
$81.27
$81.27
$103,641.19
1
18
Town Center / Tourney Road
EBU
3,928.180
$192.21
$193.25
$193.25
$759,120.79
1
19
Bridgeport / Bouquet
EBU
1,204.335
$76.36
$76.76
$76.76
$92,444.75
1
20
Golden Valley Ranch -
Commercial
EBU
337.320
$2,994.78
$3,010.95
$320.47
$108,100.94
1
21
Golden Valley Ranch -
Residential
EBU
184.580
$1,839.05
$1,848.98
$220.00
$40,607.60
1
22
HMNMH
EBU
178.620
$266.61
$268.05
$175.00
$31,258.50
1
23
Montecito
EBU
104.240
$49.14
$49.40
$49.40
$5,149.46
1
24
Canyon Gate
EBU
150.025
$656.62
$660.16
$250.00
$37,506.25
1
25
Valle Di Oro
EBU
87.467
$159.11
$159.97
$82.64
$7,228.27
1
26
Centre Pointe
EBU
2,429.202
$87.79
$88.26
$85.88
$208,619.87
1
27
Circle J
EBU
844.560
$723.11
$727.02
$700.00
$591,192.00
1
28
Newhall
EBU
4,928.770
$74.64
$75.04
$74.63
$367,834.11
12'
Villa Metro
EBU
325.510
$228.59
$229.82
$228.59
$74,408.33
1
2008-1
Major Thoroughfare Medians
EBU
84,504.050
$62.46
$62.80
$62.46
$5,278,122.96
Fiscal Year City of Santa Clarita Combined Engineer's Report
2014/2015 Landscape Maintenance Districts Page 18
NWILLDAN
Financial Services
1
T38
Valencia Hills Res./Golf
Course
EBU
206.459
$36.29
$36.49
Wr
$31.32
.p, L.JV
$6,466.28
1
T4
Valencia Meadows
EBU
956.387
$211.26
$212.40
$144.00
$137,719.73
1
T7
Valencia Central & North
Valley
EBU
1,971.275
$249.77
$251.11
$244.34
$481,661.33
1
T20
EI Dorado Village
Parcel
628
$300.00
$300.00
$300.00
$188,400.00
1
T33
Canyon Park
Parcel
501
$300.00
$300.00
$250.00
$125,250.00
1
T44
Bou uet Can on
Parcel
302
$300.00
$300.00
$300.00
$90,600.00
1
T46
Northbridge
EBU
2,314.620
$812.23
$816.62
$675.00
$1,562,368.50
1
T47
Northpark
EBU
1,929.172
$399.14
$401.29
$401.29
$774,157.43
1
T48
Shadow Hills
Parcel
105
$455.00
$455.00
$455.00
$47,775.00
1
T51
Valencia High
Parcel
802
$564.85
$567.90
$500.00
$401,000.00
1
T52
Stonecrest Lower
Parcel
459
$819.16
$823.58
$823.58
$378,023.22
1
T62
Canyon Heights
Parcel
215
$600.00
$600.00
$600.00
$129,000.00
1
T65
Fair Oaks
Parcel
394
$949.97
$955.10
$515.00
$202,910.00
1
T65A
Fair Oaks Ranch
EBU
1,075.000
$567.42
$570.48
$390.00
$419,250.00
1
T65B
Fair Oaks Park
EBU
710.000
$206.60
$207.72
$206.60
$146,686.00
1
T67
Miramontes
Parcel
398
$843.42
$847.97
$550.00
$218,900.00
1
T71
Haskell Canyon Ranch
Parcel
223
$582.82
$585.96
$585.96
$130,669.08
1
T72
Copperhill Twenty-two
Parcel
22
$937.13
$942.19
$850.00
$18,700.00
T1
T5
Valencia Glen
Parcel
741
$212.71
$213.86
$203.97
$151,141.77
T1
T6
Valencia South Valley
Parcel
603
$237.34
$238.62
$232.18
$140,004.54
T1
T8
Valencia Summit
Parcel
2,140
$513.47
$516.24
$516.24
$1,104,753.60
T1
T17
Rainbow Glen
Parcel
74
$509.02
$511.77
$509.02
$37,667.48
T1
T23t'I
Mountain View Slopes
Parcel
954
$683.61
$687.30
$620.00
$591480.00
T23-1
Parcel
383
$396.09
$398.23
$310.00
$118,730.00
T23-2
Parcel
156
$396.09
$398.23
$310.00
$48,360.00
1,493
Subtotal:
$758,570.00
Fiscal Year City of Santa Clarita Combined Engineer's Report
2014/2015 Landscape Maintenance Districts Page 19
WILLDAN
Financial Services
T1
Zone Annex
T23A
Description
Mountain View Condos
Asmt
Type
Parcel
PcIs/Unit/
Acreage/ FY
EBUs
383
13-14 Max
Asmt. Rate
$799.49
FY 14-15
Max Asmt.
Rate
$803.81
FY 14-15
Applied Asmt.
Rate
$799.49
FY 14-15 Total
Annual Levy
Amount
$306,204.67
T1
T23B
Seco Villas
Parcel
156
$674.80
$678.44
$678.44
$105,836.64
T1
T29
American Beauty
Parcel
221
$363.80
$365.77
$280.00
$61,880.00
T1
T31 (z)
Shan ri-la
Parcel
see T31-1,-2
T31-1
Parcel
182
$1,150.99
$1,157.20
$1,125.99
$204,930.18
T31 -1A
Parcel
267
$524.30
$527.13
$415.23
$110,866.41
T31-2
Parcel
1
$7,182.58
$7,221.37
$7,026.59
$7,026.59
450
Subtotal:
$322,823.18
T1
T1
Faircliff
EBU
5.000
$8,099.00
$8,142.74
$4,000.00
$20000.00
Total
$17,761,081.05
(1) Zone T23 - Consists of 1,490 residential parcels and 3 non-residential parcels: Zone T23 has 951 SF units and 3 non -res; Zone T23-1 has
382 condo units; Zone T23-2 has 156 condo units.
(2) Zone T31 - Consists of 450 residential parcels and one commercial parcel.
Fiscal Year City of Santa Clarita Combined Engineer's Report
2014/2015 Landscape Maintenance Districts Page 20
OJ/WILLDAN
i Financial Services
V ASSESSMENT ROLL
The total proposed assessment for Fiscal Year 2014/2015 and the amount of the total proposed
assessment apportioned to each lot or parcel within the District, as shown on the latest
assessment roll at the Los Angeles County Assessor's Office, are contained in the Assessment
Roll on file in the office of the City Clerk of the City of Santa Clarita, which is incorporated herein
by reference.
The description of each lot or parcel is part of the records of the Assessor of the County of Los
Angeles and these records are, by reference, made part of this Report.
Fiscal Year City of Santa Clarita Combined Engineer's Report
2014/2015 Landscape Maintenance Districts Page 21
0°T WILLDAN
q_,.V Financial Services
W ASSESSMENT DIAGRAM
The following page shows an overview of the Landscape Maintenance District Boundary Map.
Detailed District boundary diagrams will be available for inspection at the office of the City Clerk
during normal business hours and, by reference, are made part of this report.
Fiscal Year City of Santa Clarita Combined Engineer's Report
2014/2015 Landscape Maintenance Districts Page 22
T6
T3B
ti.
City of Santa Clarita
Landscape Maintenance Districts
District 1, Zones 17, 22, 27, 28, T2, T3, T3B and T4
District T1 Zones T5, T6, T7 and T8
LMD 1 Zone 17
LMD 1 Zone 22
LMD 1 Zone 27
LMD 1 Zone 28
LMD 1 Zone T2
LMD 1 Zone T3
LMD 1 Zone T3
LMD 1 Zone T4
LMD T1 Zone T
LMD T1 Zone T
LMD T1 Zone T
- LMD T1 Zone T
City Boundary
')VWILLDAN
Financial Services
City of Santa Clarita
Landscape Maintenance Districts
District 1, Zones 1, 2, 3, 4, 5, 6, 8,
20, 21, 23, 24, 25, 26 and 29
District T1 Zones T17, T29 and T31
Ind
LMD 1 Zone 1
LMD 1 Zone 2
LMD 1 Zone 3
LMD 1 Zone 4
LMD 1 Zone 5
LMD 1 Zone 6
LMD 1 Zone 8
LMD 1 Zone 20
LMD 1 Zone 21
LMD 1 Zone 23
LMD 1 Zone 24
LMD 1 Zone 25
LMD 1 Zone 26
LMD 1 Zone 29
LMD T1 Zone T1
LMD T1 Zone T2
LMD T1 Zone T3
T31
W+
21
WWILLDAN
Financial Services
City of Santa Clarita
Landscape Maintenance Districts
District 1, Zones T33, T52, T65, T65A and T65B
end
LMD 1 Zone T33
LMD 1 Zone T52
LMD 1 Zone T65
LMD 1 Zone
LMD 1 Zone
��
A T65A
�
W+ I
IO/WILLDAN
Financial Services
City of Santa Clarita
Landscape Maintenance Districts
District 1, Zones T20, T44, T48, T62, T67, T71 and T72
1!L
nd
LMD 1 Zone T21
LMD 1 Zone T4•
LMD 1 Zone T4I
LMD 1 Zone T6:
LMD 1 Zone T6'
LMD 1 Zone T7
LMD 1 Zone T7:
11
r
b
;'v FW
N
W+E
6
&W I LLDAN
Financial Services
i
S
*WILLDAN
Financial Services
APPENDIX
There are over 1,200 acres of maintained landscape benefiting properties located in 54 active
zones within the LMD. Detailed plans and specifications for these improvements are on file in
the City of Santa Clarita Special District's office. However, general descriptions written below
characterize landscape benefits provided to property owners.
The LMD zones listed below are categorized by the type and character of their benefits. The
name of the zone(s) follows the benefit description.
District No. 1, Zone 2008-1 Major Thoroughfare Medians:
Properties in this zone receive a benefit from maintenance and improvement to medians on the
City's major thoroughfares. Typical maintenance and improvement activities include: care of
landscape, hardscape, irrigation systems, ornamental structures, signage, lighting, and plant
material consisting of: turf, ground cover, shrubs, trees and flowers. Landscaping activities
performed within the boundary of this zone are on easements or public rights of way.
District 1, Zones T-2 Old Orchard, T-3 and T -3B Valencia Hills, T-4 Valencia Meadows, T-5
Valencia Glen, T-6 South Valley, T-7 Central & North Valley, T-46 Northbridge, T-47 North
Park, 7 Creekside, 19 Bridgeport / Bouquet, 29 Villa Metro. District T1, Zone T-8 Valencia
Glen, T-6 South Valley T-51 Valencia High School:
These zones are best characterized as primarily benefiting owners of residential property
through an interconnecting system of landscaped paseos. Typical maintenance and
improvement activities include care for: slopes, parks, parkways and side panels, local medians,
tunnels, paseos, paseo bridges, fences, walls, swales, hardscape, irrigation systems,
ornamental structures, signage, lighting, playground equipment, play courts and drinking
fountains. Plant material consists of: turf, ground cover, shrubs, trees and flowers. Landscaping
activities performed in these zones are on easements or public rights of way.
District T1, Zones T-17, Rainbow Glen, T-23 Mountain View, T -23A Mountain View
Condos, T -23B Seco Villa Condos, T-31 Shangri-La, T-29 American Beauty, District 1,
Zones T-20 EI Dorado Village, T-33 Canyon Park, T-44 Bouquet Canyon, T-48 Shadow
Hills T-52 Stone Crest, T-62 Canyon Heights, T-65 Fair Oaks, T -65A Fair Oaks Ranch, T -
65B Fair Oaks Ranch Park, T-67 Miramontes, T-71 Haskell Canyon Ranch, 3 Sierra
Heights, 5 Sunset Hills, 6 Canyon Crest, 15 River Village, 21 Golden Valley Ranch
Residential, 27 Circle J Ranch:
These zones are best characterized by primarily benefiting owners of residential property
through maintaining irrigated and non irrigated slopes and beautifying entry corridors. Typical
maintenance and improvement activities include care for: slopes, parks, parkways, side panels,
local medians, fences, swales, hardscape, irrigation systems, ornamental structures, signage,
lighting, and playground equipment. Plant material consists of: turf, ground cover, shrubs, trees
and flowers. Landscaping activities performed in these zones are on easements or public rights
of way.
District No. 1 Zones 8 Friendly/Sierra, 23 Montecito, 24 Canyon Gate, 25 Valle Di Oro, T-72
Copperhill 22:
These zones are best characterized primarily benefiting owners of residential property through
maintaining smaller landscape areas consisting of parkways and side panels buffering the
Fiscal Year City of Santa Clarita Combined Engineer's Report
2014/2015 Landscape Maintenance Districts APPENDIX
,WILLDAN
Financial Services
benefiting properties from City streets. The landscape materials consist of: turf, ground cover,
shrubs, trees and flowers which is maintained by irrigation systems. The LMD maintains a
slope benefiting Canyon Gate property owners. Landscaping activities performed in these zones
are on easements or public rights of way.
District T1 Zones T-1 Faircliff, District 1 Zones 1 Golden Valley Centex, 2 Edwards
Cinema, 4 Via Princessa/Sierra Highway, 17 Bouquet/Rail Road Avenue, 16 Valencia
Industrial Center, 18 Town Center / Tourney Road, 20 Golden Valley Ranch Commercial,
22 HMNMH (Henry Mayo Newhall Hospital), 26 Centre Pointe, 28 Newhall:
These zones are best characterized as primarily benefiting commercial and retail properties.
Typical maintenance and improvement activities include care for: slopes, parkways and side
panels, local fences, walls, swales, hardscape, irrigation systems, ornamental structures,
signage, lighting and monument signs. Plant material consists of: turf, ground cover, shrubs,
trees and flowers. Landscaping activities performed in these zones are on easements or public
rights of way.
Fiscal Year City of Santa Clarita Combined Engineer's Report
2014/2015 Landscape Maintenance Districts APPENDIX
FY 14115 Recommended LMD Rate Table
oZone
Description
p
FY 11/12
Applied Rate
FY 12/13
Applied Rate
FY 13/14
Applied Rate
Proposed
FY 14/15
Applied Rate
FY 14/15
Max Rate
Net Applied
Rate Change
from FY
13/14
FY 14/15
Applied Rate
Variance
from
Maximum
Rate
Go Q m
o ° m
o a) Q
4 o m m (?
m v m F
CU T m
o y
m c
a
E 4
4o U
N°
m
ca
c m c R a Q
c
c ° c ° m m
ti° Q o F
m
a
m
c m
u y
1
1
Golden Valley Centex
$
63.35
$
32.50
$
32.50
$
66.43
$
66.43
$
33.93
$
-
X
X
1
2
Edwards Cinema - Parkways
$
2,743.15
$
28.00
$
28,00
$
-
$
2,876.70
$
(28.00)
$
(2,876.70)
X
X
1
3
Sierra Heights
$
630.25
$
630.00
$
630.00
$
630.00
$
660.81
$
-
$
(30.81)
X
X
X
X
t
3A
Sierra Heights
$
245.73
$
25.00
$
200.00
$
25.00
$
257.65
$
(175.00)
$
(232.65)
X
X
X
i
4
Via Princessa/Sierra Hwy
$
197.19
$
201.17
$
205.64
$
205.64
$
206.75
$
$
(1.11)
X
X
X
X
X
1
5
Sunset Hills
$
1,154.61
$
865.00
$
865.00
$
865.00
$
1,210.58
$
$
(345.58)
X
X
X
1
5A
Sunset Hills
$
778.22
$
583.00
$
583.00
$
583.00
$
815.59
$
-
$
(232.59)
X
X
7
6
Canyon Crest
$
521.06
$
450.00
$
425.00
$
425.00
$
546.32
$
$
(121.32)
X
X
X
X
1
7
Creekside
$
247.78
$
250.30
$
255.86
$
255.86
$
257.24
$
-
$
(1.38)
X
X
X
X
1
7A
Woodlands
N/A
$
-
$
-
$
-
$
230.20
$
$
(230.20)
X
1
8
Friendly/Sierra
$
206.07
$
210.23
$
214.90
$
214.90
$
216.07
$
$
(1.17)
X
X
t
15
River Village
$
462.24
$
422.56
$
431.86
$
646.86
$
969.30
$
215.00
$
(322.44)
X
X
X
X
1
16
Valencia Industrial Center
$
29.49
$
30.00
$
30.00
$
30.00
$
32.39
$
-
$
(2,39)
X
X
X
1
17
BouqueURailroad Ave
$
77.52
$
79.08
$
80.84
$
81.28
$
81.28
$
0.44
$
0.00
X
X
X
X
1
18
Town Center/ Creekside
$
184.31
$
188.03
$
188.03
$
193.25
$
193.25
$
5.22
$
-
X
X
X
X
1
19
Bridgeport / Bouquet
$
73.21
$
58.00
$
59.28
$
76.76
$
76.77
$
17.48
$
(0.01)
X
X
X
X
1
20
Golden Valley Ranch - Com
$
311.14
$
320.47
$
320.47
$
320.47
$
3,010.95
$
-
$
(2,690.48)
X
X
X
7
21
Golden Valley Ranch - Res
$
12.68
$
12.68
$
12.68
$
220.00
$
1,849.78
$
207.32
$
(1,629.78)
X
X
X
i
22
HMNMH
$
255.65
$
260.82
$
200.00
$
175.00
$
268.05
$
(25.00)
$
(93.05)
X
X
1
23
Montecito
$
47.12
$
48.07
$
49.14
$
49.41
$
49.41
$
0.27
$
X
X
1
24
Canyon Gate
$
629.63
$
642.35
$
642.35
$
250.00
$
660.17
$
(392.35)
$
(410.17)
X
X
X
1
25
Valle Di Oro
$
41.40
$
42.64
$
42.64
$
82.64
$
159.97
$
40.00
$
(77.33)
X
X
X
X
1
26
Centre Pointe
$
801.47
$
85.88
$
85.88
$
85.88
$
88.26
$
-
$
(2.38)
X
X
X
X
1
27
Circle J. Ranch
N/A
$
707.40
$
707.40
$
700.00
$
727.01
$
(7.40)
$
(27.01)
X
X
X
X
1
28
Newhall
NIA
$
73.01
$
74.63
$
74.63
$
75.03
$
-
$
0.40)
X
X
X
X
X
1
29
Villa Metro
N/A
$
_
$
228,59
$
229.82
$
228.59
$
(1.23)
X
X
X
1
2008-1
Major Thoroughfare Medians
$
59.89
$
61.10
$
62.46
$
62.46
$
62.80
$
-
$
0.34
X
X
X
X
X
1
T2
Old Orchard
$
191.31
$
181.04
$
181.04
$
181.04
$
186.06
$
-
$
(5.02)
X
X
X
X
X
I
T3
Valencia Hills
$
379.81
$
368.50
$
331.65
$
331.65
$
386.37
$
-
$
(54.72)
X
X
X
X
1
T3 B
Valencia Hills Trees
$
-
$
34.80
$
31.32
$
31.32
$
36.49
$
-
$
(5.17)
X
X
X
I
T4
Valencia Meadows
$
202.85
$
160.00
$
144.00
$
144.00
$
212.40
$
-
$
(68.40)
X
X
X
X
1
T7
Valencia Central & North Valk
$
239.85
$
244.34
$
244.34
$
244.34
$
251.12
$
$
(6.78)
X
X
X
X
X
1
T-20
Ek Dorado Village
$
300.00
$
300.00
$
300.00
$
300.00
$
300.00
$
$
X
X
X
X
X
1
T-33
Canyon Park
$
175.00
$
175.00
$
200.00
$
250.00
$
300.00
$
50.00
$
(50.00)
X
X
X
X
1
T-44
Bouquet Canyon
$
300.00
$
300.00
$
300.00
$
300.00
$
300.00
$
-
$
X
X
X
X
X
1
T46
Northbridge
$
792.46
$
778.86
$
700.00
$
675.00
$
816.62
$
(25.00)
$
(141.62)
X
X
X
X
X
1
T47
Northpark
$
392.74
$
390.47
$
399.14
$
401.30
$
401.30
$
2.16
$
X
X
X
X
X
1
T-48
Shadow Hills
$
455.00
$
455.00
$
455.00
$
455.00
$
455.00
$
-
$
X
X
X
X
X
1
T-51
Valencia High School
$
470.00
$
470.00
$
470.00
$
500.00
$
567.90
$
30.00
1 $
(67.90)1
X
X
]XX
1
T52
Stonecrest (Lower)
$
785.50
$
801.37
$
819.16
$
823.58
$
823.58
$
4.42
$
X
X
X
FY 14/15 Recommended LMD Rate Table
u
zone
Description
11/12
A lied Rate
PP
FY 12/13
A lied Rate
PP
FY 13/14
A lied Rate
PP
Proposed
FY 14/15
Applied Rate
FY 14/15
Max Rate
Net Applied
Rate Change
from FY
FY 14/15
Applied Rate
Varianceo
from
Maximum
Rate
o co Q
a o M
.u eo
m °
y m ° Z c a,
my y Z
N
o/;il
¢
a
E
o` U
c
N°
Q
F
1
°
°
m y y Z m
m m a .caFY
c c v m m .ay
O 4 = mo
c m c m 0 c C13/14
�m o �m dm m Q t
1
T-62
Canyon Heights
$
600.00
$
600.00
$
600.00
$
600.00
$
600.00
$
$
X
X
X
X
X
1
T-65
Fair Oaks
$
595.00
$
595.00
$
532.00
$
515.00
$
955.10
$
(17.00)
$
(440.10)
X
X
X
X
1
T -65A
Fair Oaks Ranch
$
467.51
$
468.00
$
400.00
$
390.00
$
570.48
$
(10.00)
$
(180.48)
X
X
X
X
1
T -65B
Fair Oaks Park
$
190.91
$
191.00
$
206.60
$
206.60
$
570.48
$
-
$
(363.88)
X
X
X
X
1
T-67
Miramontes
$
200.00
$
200.00
$
400.00
$
550.00
$
847.97
$
150.00
$
(297.97)
X
X
X
I
T-71
Haskell Canyon Ranch
$
454.00
$
454.00
$
500.00
$
585.97
$
585.97
$
85.97
$
0.00
X
X
X
X
1
T-72
lCopperhill22
$
800.00
$
800.00
$
800.00
$
850.00
$
942.19
$
50.00
$
(92.19)
X
X
X
X
T-1
T-1
Faircliff
$
7,766.23
$
4,762.25
$
4,000.00
$
4,000.00
$
8,142.73
$
-
$
(4,142.73)
X
X
X
TI
T5
Valencia Glen
$
203.97
$
203.97
$
203.97
$
203.97
$
213.86
$
-
$
(9.89)
X
X
X
X
T1
T6
Valencia South Valley
$
227.58
$
232.18
$
232.18
$
232.18
$
238.62
$
-
$
6.44
X
X
X
Ti
T8
Valencia Summit
$
492.37
$
502.32
$
513.47
$
516.24
$
516.24
$
2.77
$
X
X
X
X
X
T1
T17
Rainbow Glen
$
488.11
$
488.11
$
509.02
$
509.02
$
511.77
$
-
$
2.75
X
X
X
T1
T23
Mountain View Slopes
$
655.51
$
668.76
$
620.00
$
620.00
$
687.30
$
$
(67.30)
X
X
X
X
T1
I T23-1
IMountain View Slopes
$
379.81
$
387.49
$
310.00
$
310.00 1
$
398.23
$
$
88.23
X
X
X
T1
T23-2
Mountain View Slopes
$
379.81
$
387.49
$
310.00
$
310.00
$
398.23
$
$
88.23
X
X
X
T1
T23A
Mountain View Condos
$
766.64
$
782.13
$
799.49
$
799.49
$
803.81
$
$
(4.32)
X
X
X
X
T1
T23B
Seco Villas
$
647.08
$
660.15
$
674.80
$
678.44
$
678.44
$
3.64
$
X
X
X
X
T7
T29
American Beauty
$
348.85
$
280.00
$
280.00
$
280.00
$
365.76
$
$
(85.76)
X
X
X
TI
T31-1
Shangri-La
$
1,103.69
$
1,125.99
$
1,125.99
$
1,125.99
$
1,157.21
$
-
$
31.22
X
X
X
X
T1
T31 -1A
Shangri-La
$
257.50
$
390.23
$
390.23
$
415.23
$
527.13
$
25.00
$
(111.90)
X
X
X
T-1
I T31-2
Shangri-La
$
6,887.46
$
7,026.59
$
7,026.59
$
7,026.59 1
$
7,221.37
$
-
$
(194.78)
X
X
X
This table illustrates measurable criteria used to recommend the FY 14/15 LMD rates.
The most important criteria is the financial health of each zones reserve. Our goal is to have 50% of a zones' operating cost in "reserve," and any remaining balance to be used on capital reserve funding for current,
or anticipated needs. The City's standard identifies the ratio we strive for in the following formula: total reserve is equal to one year's assessment. Where the reserve meets this criteria, the reserve goal is
considered "met" and where the reserve fails to meet this criteria, the reserve goal is considered "unmet."
All zones experienced water rate increases above the .54 % CPI for February 2014.
0.054 Feb. 2014 CPI