RES-11236 Annual Assessments for Landscape Maint. Districts 86-2 and 15-1_Santigo HillsRESOLUTION N0. 11236
A RESOLUTION OF THE CITY COUNCIL OF THE
CITY OF ORANGE APPROVING THE ENGINEER'S
REPORTS AND PROVIDING FOR THE ANNUAL
ASSESSMENTS FOR LANDSCAPE MAINTENANCE
DISTRICTS 86-2 (SANTIAGO HILLS) AND 15-1
SANTIAGO HILLS OVERLAI.
WH REAS, the City Council of the City of Orange has previously formed two special
maintenance districts pursuant to the terms of the "Landscaping and Lighting Act of 1972"being
part 2 of Division 15 of the Streets and Highways Code of the State of California, in what is
known and designated as Landscape Maintenance District No. 86-2 and Landscape Maintenance
District No. 15-1 (hereinafter referred to as"Assessment Districts"); and
WII REAS, the City Council has initiated proceedings for the levy of the annual
assessment for the Assessment Districts; and
WHEREAS, at this time a public hearing has been held in the manner and form as
required by law, and the City Council has considered all oral statements and written protests
made or filed by all interested persons; and
WHEREAS, this City Council is now satisfied with the assessment and diagram and all
other matters as contained in the Engineer's Reports as now submitted for final consideration and
approval, and is now desirous of proceeding with the levy of the annual assessments for each
Assessment District.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Orange
as follows:
Section I•
That the above recitals aze all h-ue and correct.
Section II•
That all protests and objections of every kind and nature by, and the same hereby aze,
overruled and denied.
Section III:
That the Final Engineer's Reports for each of the Assessment Districts, consisting of the
final submitted assessment and diagram for the proceedings, are hereby approved and confirmed
and a copy of each Report is hereby filed with the CiTy Clerk.
SecHonIV•
That the assessments for fiscal yeaz 2020-2021 be established as approved by the Ciry
Council, and aze hereby confirmed and levied upon the respecrive subdivisions of land in the
Assessment Districts in the amounts as set forth in said final approved Engineer's Reports.
Secfion V•
That the City Clerk shall immediately accomplish the following for each Assessment
District:
A. Deliver to the City Engineer the assessment, together with the diagram attached
thereto and made a part thereof, as confirmed, with a Certificate of Confirmation attached and
the date thereof. The City Engineer shall then immediately place for a record said diagram and
assessment in his office in a suitable book as a permanent record and attach a Certificate of
Recordation.
B. Cause to be filed a certified copy of a diagram and assessment with the County
Auditor, said filing to be completed no later than the 3`d Monday in August.
Secfion VI:
That the above coufiiined assessments shall be collected at the same time and in the same
manner as County property taxes aze collected, and all laws providing for the collection and
enforcement of these assessments.
ADOPTED this 9th day of June 2020.
Mark A. Murphy, Mayor, City ge
ATTEST:
1--(/i(Lo, . 'rtdc. .
Pamela Coleman, City Clerk, City of Orange
Resolution No. 11236 2
STATE OF CALIFOItNIA )
COUNTY OF ORANGE )
CITY OF ORANGE
I, PAMELA COLEMAN, City Clerk of the City of Orange, California, do hereby certify
that the foregoing Resolution was duly and regulazly adopted by the City Council of the City of
Orange at a regulaz meeting thereof held on the 9th day of June 2020,by the following vote:
AYES:COIJNCILMEMBERS: Alvazez,Murphy, Monaco
NOES:COiJNCILMEMBERS: None
ABSENT: COiJNCILMEMBERS: None
ABSTAIN: COiJNCILMEMBERS: Nichols
1-L Y nL. -Y YL¢z.v
Pamela Coleman, City Clerk, City of Orange
ResoWtion No. 11236 3
Engineec's Report
Clty of Orange
Landscape Maintenance D'utrict No.8fr2
CITY OF ORANGE
FINAL ENGINEER'S REPORT
FOR TI-', ANNUAL LEVY
ASSESSMENl'LANDSCAPE MAINI'ENANC
DISTRICI'NO. 86-2
Ftsc,P,[.t zazauza2o
pF ORa _
a pavoeqT+jG
V~' Cl
Q
818.18.'.
V G
LANDSCAPE MAINTENANCE DISTRICT NO. 86-2
SANTIAGO HILLS
Intent Meeting: May 12,2020
Public Heatiag: June 9,2020
u mav za;Ea zozazi
1
Engineer's Repott
Crtyof Orange
Landsrape Maintenance Dis[ricc No.86-2
AFFIDAVIT FOR THE ENGINEER'S REPORT
This Repoit describes the Cityof Orange I.andscape Maintenance Distxict No.86-2 and proposed
changes or modifications telated theceto including the improvements,budgets,parcek and
assessmena to be levied for Fiscal Year 2020-2021,pursuant to the Cit}s Resoluaon of Intention.
Reference is hereby made to the Onnge County Assessor's maps for a detailed description of the
lines and dimensions of paxCek within the District. The undersigned respectfullysubmits the
enclosed Report as direcced by the City Gouncil.
Daudthis 27 dayof>2020.
By
Franl un
Ass' ublic Worl6 D'uecwr/ City Engineer
2
Engineer's Repon
Ciryof Orange
Iandscape Maintenance D'utria No.862
TABLE OF CONTENTS
AFFIDAVIT FOR THE ENGINEER'S REPORT.....................................................2
INTRODUC'I'ION........................................................................................................4
PART I—PI.AIVS A1VD SPECIFICATIONS .............................................................6
ADescripaon of che Discrict...............................................................................................6
B. Improvemenu andServices.............................................................................................b
PART II—METHOD OF APPORTIONMENT.....................................................10
AGeneral..............................................................................................................................10
B. Benefit Analysis................................................................................................................10
CAssessment Methodology...............................................................................................12
PART III—DISTRICT BUDGET............................................................................ 14
PART IV—DISTRICT DIAGRAMS......................................................................... 16
PART V—ASSESSMENT ROLI..............................................................................18
3
Engineefs Report
Cltyof Orange
Landscape Maintenance District No.86-2
INTRODUCTION
Pursuant to tfie piovisions of the LnmLrcaping and Ilghtiag Ac[of 1972, being PaR 2 ojDivirion 1 S of the
Calijorrera Stneta aad Highu ay.c Code, commencing vitfi Sectiom 22500 (heceafter refemd to as the "1972
Act"), and in compliance with the substanuve and procedural requiremenu of the CaGfornro State
Comatrrutian A ticler XIIIC and XIIID (hereafter refernd to as the "Califomia Constitution"), the Caty
Council of the Ciry of Orange, County of Orange, State of Califomia (hereafter referred to as
Cit'), in connection with the annual levy and collection of assessmenu of the special benefit
assessmenc dissricc designaced as:
Landscape Maintenance District No. 86-2
hereafter ieferred to as the "District"), which includes all lou and pacrek of land chac specially
benefit from the improvemenu within the D'utrict Thit Enginee's Report (hereafter referred w as
Report") has been prepazed in conneaion with the annual levy and collections of assessments for
said District pucsuant to C1 apur 1,Article 4 of the 1972 Act.
The Clty Council pmposes to levyand collecc annual assessmenu on the Countytax rolls to provide
ongoing funding for the cosu and expenses required to service and maintain the landscaping
improvemenu originally installed in connection wich the development of propeities within the
D'utrict The improvements to be provided by the Disuict and the assessments descnbed herein are
made pucsuant to the 1972 Act.
This Repon descnbes the Districc,the unprovemenu, and the proposed assessmenu to be levied in
Fiscal Yeaz 2020.2021 against properties in connection with the special benefits the properties will
receive from the maintenance and servicing of the District improvemenu. The annual assessments
to be levied on propeaies within the Disaict will provide a funding souree for che continued
operation and maintenance of local landscaping improvements installed in connection with the
development of properties within the District. The assessmenu descnl ed in this Repon ace based
on an estiroate of the direct expendituces, incidental expenses, and fund balances that will be
necessaryto maintain and service the improvements.
The wo:d"paccel," for the pucposes of this Report, iefecs to an individual prope:ty assigned iu own
Assessofs Parcel Number (API by the Ocange County Assessors Office. The Orange Counry
Auditor/Controller uses Assesso's Paccel Numbecs and specific Fund Numbeis to identify
properties co be assessed on the tax roll for rhe special benefit assessmenu.
I'his Repon bas been prepared and pcesented to the Ciry Council to address any proposed changes
to che District or unprovemenrs, if any, and the proposed budget and assessmenu for Fiscal Year
2020-2021. The City Council will conduct a noticed public heazing to consider public testimonies,
comments and writxen protesu :egarding the levy and collection of assessmenu for Fiscal Year
2020-2021. Upon conclusion of the public hea.+a, if majority protest does not eacist the City
Council may approve this Repoct (as submitud or amende and levy rhe assessments Eor Fiscal
Year 2020-2021. In such case, the assessmenu for fiscal year 2020-2021 shall be submitted to the
Orange County Aud'rtor/Controller for inclusion on the property tax roll for each paccel. If the
proposed annual assessmena for this District exceed the maximum assessment described herein (as
approved by the property owne:s), the new or inc:eased assessment must be conficmed through
another propeny owner protest ballot pmceeding before such an assessmenc may be imposed.
This Report consists of five (5) parts:
4
Engineer's Report
Gty of Orange
Landscape Maintenance Distritt No.86-2
Part I
Plans and Specificaaons: A description of the District boundazies and the unprovemen[s
associated with the District. The District is being focmed as a single benefit zone encompassing all
properties within the territory identified as Landscape and Maintenance District No 86-2.
Part II
The Method of Apportionment: A discussion of benefiu the improvements and services provide
w propecties within the District and the method of calculating each propert}s proportional special
benefit and annual azsessment
Part III
The District BudQet: An estimate of the annual costs to operau, m tintain and service the
landscaping and appuctenant facilities insralled and consuucted as part of the development of
properties within rhe D'utrict This budget includes an estimate of anticipated diiect maintenance
costs and incidenral expenses. The special benefit assessments are based on the overal! opecation
costs minus any cosu that are considered general benefic.The proposed assessmenu for Fiscal Year
2020-2021, and each subsequent year shall be based on the estimated net annual cost of operating,
maintaining and servicing the improvecnenu for thac fiscal year as well as funds to be collected in
installmenu to perform maintenance activities that cannoc be reasonably collected in a single fiscal
yea's assessmenu.
Part IV
District Diagram: A Diagram showing the exterior boundaries of the District is provided in this
Repoit and includes all pacrek thac vrill receive special benefiu from the improvements. Reference is
hereby made to the Ocange County Assesso's Parcel Maps Eor a detailed description of the lines
and dimensions of each lot and pareel of land wi[hin the Disuict.
Part V
Assessment Roll: A listing of the proposed assessment amounts to be levied on Assesso's Pa el
within the District for Fiscal Year 2020-2021. The pmposed assessment amount for euh parcel is
based on the pa:rel's propordonal special benefit az oudined in the method of apportionment
5
Enginee's Repon
Cityof Ocange
Landscape Maintenance District No.86-2
PART I - PLANS AND SPECIFICATIONS
A. Description of the District
The assessment clistrict boundary is shown on a map entitled Assessment Diagram, Landscape
Maincenance D'utrict No. 86-2, Caty of Oruige, which is on file wah the Gry Cderk of the C'icy of
Oiange.A duced scale copy of the Diagram can be Eound in Pact IV of this document
B. Improvements and Services
Improvements and Services Pecmitted Pwsuant to the 1972 Act
As gene:ally defined by the I.andscaping and Lighting Act of 1972 and applicable to tivs District,the
improvemenu and associated assessmenu may include one or more of the following:
1) The installacion or planting of landscaping;
2) The insrallation or conswcaon of statuary, Eountains, and other ornamental strucnues and
facilities;
3) The installation or constn ction of any faciliaes which are appurtenant w any of the foregoing or
which are necessary or convenient for the maintenance or secvicing thereof;
4) The installation of park or recreational improvements, including, but not limited to, all of the
fouo:
a) Iand preparation, such as grading, leveling, cutting and filling, sod, landscaping, imgation
systems,sidewalls,and drainage.
6) Lighu,playgcound equipment,playcouits,and public resuooms.
5) The maintenance or servicing, of any of the foregoing including the fumishing of services and
materials for the ordinary and usual maintenance, operation, and servicing of any improvement
including but not limited w:
a) Repair,removal, or replacement of all or any part of any improvemenu;
b) Grading, clearing, removal of debris, the installadon or construction of cucbs, gutteca, walls,
sidewalks,or paving,or water,icrigation,drainage,or elecuical facilities;
c) Pmviding for the liEe, growth, health, and beauty of ]andscaping, including cultivation,
imgacion,trimming>spnying,feIriliZlIlg,or treating Eor disease or mjury;
The removal of trimmings,rubbish,debris,and other solid waste;
e) The cleaning, sandblasting, and painting of walls and other improvements to remove or
cover graffi[i;
fl Elec[ric current or enecgy, gas, or other illuminating agent for any public lighting facilities or
for the lighting or operation of any other improvemenu;
gJ Water for the iYrigation of any landscaping, the operation oE any fountains, or the
maintenance of any other improvements.
6) Incidemal expenses associaud wich the impmvemenu including,but not limited to:
6
Enginee's Repon
Caty of Orange
Iandscape Mainunance Distria No.86-2
a) The cost of preparaaon of the repott, including phns, specificavons,estimates, diagram, and
assessmenc;
b) Compensation payable to the County for collection of assessmenu;
c) Compensadon of anyengineer or attomeyemployed to render secvices;
Any other expenses incidental w the construcaon, installation, or maintenance and servicing
of the improvemenu;
Description of Planned Impcovements
The landscape improvemenu are generallydescnbed u follows:
a) Parkway and Recreaaon Areas:
Newport Boulevacci - approa nately 18-foot wide zone (including che width of the
sidevvalk) from the back bf the cu b to the propecry line, and comer cutoffs at
inte sections, on the east side from Chapman Avenue to 312 feet south of the centerline
of Skylark Place.
Chapman Avenue - approximately 18-foot wide zone (including the width of the
sidewall from the back of the cu to the propeay line, and comer cutoffs at
incecsections, on south side from Nev+pott Boulevard to Jamboree Road.
Canyon View Avenue - approximately 30-foot wide zones (including the width of the
sidewallc) from the back of the cuib to the property line, and comer cutoffs at
inte ections, on both sides from Newport Boulevazd to Jamboree Road.
White Oak Ridge - approximauly 17-foot wide zones (including the width of che
sidewall from the back of the cu to the propeny line, and comer cutoffs ac
inte:sections,on both sides from Newpoa Boulevazd m Canyon View Avenue.
Trails End Iane - approximately 17-foot wide zone on the west side and approximauly
28- to 32-foot wide zone on the east side (including the width of the sidewalks), both
zones from the back of the curb to the propeny line, and comer cutoffs at intersections,
from White Oak Ridge to C7iapman Avenue.
Handy Creek Corridor - from the inte:section oE C apman Avenue and Newport
Boulevacd to White Oak Ridge and from White Oak Ridge to the inteisection of Canyon
View Avenue and Handy Creek Road (Loc 20, a portion of Lot 11, and Lot D of Tzact
No. 12417) including concrete walkways which also secve as eme:gencyaccess ways.
Paseo - approxixnately 50-foot wide zone fmm che Paric w White Oak Ridge and fmm
White Oak Ridge to Old Camp Road (I.ou A and B of Tracc No. 12417) and
approximately 35-foot wide zone from the Paseo to White Oak Ridge (I,ot C of Tract
No. 1241 including surface and subswface drainage facilities and concrete walkways
which also serve as emeigencyaccess ways.
Handy C eek Road - appro mately 10-foo[ wide zone (including the widrh of the
sidewalks) on south side from the back of the cuci to the property line form the end of
Handy Creek Comdor (I.ot D, Tract No. 12417) near Canyon View Avenue to the
northerlytecxninus of the street
7
Engineers Repoa
Cary of Oiange
Landscape Maintenance D'uuitt No. 86-2
Fort Road - appmximately 17-foot wide zones (including the width of the sidewalls)
fmm the back of the cu w the property line on south side fmm White Oak Ridge to
amboree Road.
Santiago Canyon Road - approximately is-foot wide wne (including the width of the
sidewallc) fmm back of cuxf to back of sidewalk on north and south sides from Newport
Boulevacd to Jamboree Road.
Old Camp Road - approximately 4-foot wide zones from back of cucb w property line
on both sides from Canyon View Avenue to the no therly tem inus of the street.
Skylark Place - approximately 18-foot wide wnes (including the width of the sidewalls)
from back of the cucfi to the propecty line on both sides from White Oak Ridge to
Newpoct Boulevaixl.
Jamboree Road - variable width zone (including the width of the bike uail-sidewall
from the back of the curb to the property line on the west side from Canyon View
Avenue to Chapman Avenue.
Addirional Areas - areas adjacent to the 18-foot wide zones along Skylark Place,
Cl apman Avenue, and Jamboree Road have been dedicated to the City with tracts
12672,12741,12711,15398 and PM 92-195. Such areas have been landscaped by the
developeis and the sprinkler systems tied inw the District's.
b) Medians
Chapman Avenue- 14foot wide median from Newport Boulevarcl to Jamboree Road.
White Oak Ridge - 14-foot wide medians at Newpoa Boulevazd and Canyon View
Avenue.
Trails End I.ane- 14-foot wide median from White Oak Ridge to Cl apman Avenue.
Jamboree Road - 24fooc wide median from southerly City limiu to Sanciago Canyon
Road.
Santiago Canyon Road- Vaziable width from Newport Boulevard to Jamboree Road
Newpoit Boulevazd - 22-foot wide median fmm CUapman Avenue to Sanriago Canyan
Road
c) The following items are e ccluded from the Maintenance Districc
The 8 +/- acie park u excluded from tivs Landscape Maintenance Disuict.
Sidewalls along all Maintenance District streets are excluded fmm this Landscape
Maintenance District
The equestrian nail along Canyon View Avenue is excluded from tivs Iandscape
Maincenance District.
8
En re's Repon
Gryof Orange
Landscape Maintenance Disuitt No.8b2
Maintenance shall include,buc not be limited to:
repair, cemoval, replacement or installauon of all or any pact of any included
improvement such as storm drdins and pedesuian walkways in the paseos;
pcnviding for the life, growth, health, and beauty of landscaping, inchiding culavation,
imgation,trimming,spraying,fectilizing,and treating for disease or injury;and
the mmoval of tcimmings,mbbuh,debris,and other solid was[e.
The maintenance of the District improvements generally include,but am not limited to all materials,
equipmeny utilities, ]abor and incidental espenses including administrative expenses for acuival
operation of the District as well as the perfomiance of occasional repaica,replacement and expanded
maintenance activities associated with those improvements. Detailed maps and descripdons of the
location and extent of the unprovemenu to be maintained by the District are on file at the City and
by reference are made part of dus Repoa.
The estumted annual cost to provide and maintain the improvements wi[hin the D'utrict skiall be
allocated m each propeny in proportion [o the special benefirs ieceived The Method of
Appomonment descnbed in this Repoa ualizes commonly accepted acsessment engineering pcactices
and has been estabGshed putsuant w the 1972 Act and the provisions of the Califomia Consticution.
9
Enginee's Repon
Ciryof Oiange
LandscaQe Maintenance District No.86-2
PART II - METHOD OF APPORTIONMENT
A. General
The 1972 Act pemuts the establishmectt of assessment districts by agencies for the pu:pose of
providing cenvn public improvemenu,which include the cons[nicpon, mainrenance, and servicing of
public landscaping and appurtenant facilities. 'Ihe 1972 Act fucther requices that the cost of chese
impcovemnts be levied accocciing w benefn rarher chan assessed value:
7'he net amount !a be aasetsed rtpan laarG within aa arru.rment dirtrrct may be appartioned by any formula or
method wbich fairly distnbxter tbe net amaunt among all asrerrable lot.r or parcelr in proportion ta tbe ertimated
ben l.r lo be nceived by eacb rurb!ot or parcelfiam the zmprovememts."
The thod of apportionment descnbed in this Report for allocation of special benefa assessmenu
utilizes commonly accepted engineeriog practices and have been established piusuant w the 1972 Act
and the pcovisions of the Califomia Consatution. 'Ihe focmula used for calculating assessments in tivs
Disuict reflect the composmon of the pazcels, and the improve nts and services provided, to fairly
apportion the cosrs based on benefn to each pazceL
B. Benefit Analysis
Each of the proposed improve ms, the associated costs and assess nu have been cazefully
eviewed, identified and allocated based on special beneEu pucsuant w the provisions of the Califom a
Constirution and 1972 Act. 'Ihe improvements provided by this D'utrict and for wluch properties m7l
be assessed l ave been idemified as necessary, requimd and/or desued for the o:derty development of
the msidential properties within the Disuict to their full potentiaL As such, the ongoing operation,
secvicing and mtintenance of these improvemenu would be the financiaf obligation of those properties.
Therefoce, the improvemenu and rhe annual cosu of ensuring the maintenance and operarion of the
improvemenu ace a distintt and special benefit w the cesidential propeaites within the D'uuict.
Special Benefit
The method of apportionment (method of assessment) established herein is based on the p:emise that
each assessed pazcel within the District receives special benefits Erom che unprovemerns and the
desi:abiliryand security of those properties is enhanced bythe presence of well-c inrained landscaping
in close proximirym those properties.
The special benefics associated wich the]andscaping and open space improvements aze specifically:
EnUanced desirability of propenies thmugh azsociarion w'nh the improvemeim.
Improved aestheac appeal of propecties pmviding a positive representauon of the azea and
properries.
Enhanced adaptation of the u:ban environment within rhe nanual environmem fmm adequate
green space and landscaping.
Environmental enhancement through improved erosion iesistance,dust and debris control,and
fue pmvention.
Incieased secise of pride in ownecship of property wirhin the Disuict resulting from well-
maintained improvements associaud with the properties.
10
Ea rs xepon
Cityof Oru ge
Landscape Maintenance Disuicc No.86-2
Enhanced quality of life through well-maintained gxeen space and]andscaped areas.
Reduced cciminal acciviry and propert}xrelated crimes (especiaily vandalis against propemes
in the District through we]mainrained su:roundings and ameniries including abaument of
grafEm.
Enhanced envunnn nral quality of the pacrels by moderavng temperatures, providing
oaygenation and attenuating noise.
The padcways and medians consist of landscaped areas along the edge of or within the middle of streets
and highways in the Disuict The District also has ]andscaped wmdors extending tlurough the
developed area, which provide access to Sanriago Hills Pazic. The improvements in these areas consist
of tmes,sluubs,omamental vegeration,and appurtenant improvements.
The improvements eaTend throughout the developmenc a ea and seroe several pucposes. The
landscaped pacicways along the s[reea and highways enl ance the public walkwAys throughout the
D'uuict and allow pedesuian access to the residents in rhe azea. These padcvcays also provide passive
and accive mcreacional uses as well as the aesthetic enhancemen[ for the mtal development acea.
I.andscaped median islands also provide similar ecil ancec nts for che residenu in the a ea
The ]andscaped recrearion/pedesuian comdois throughoiu the Dist ict provide for open space and
iecreacional uses,wlilch connea w the padc site rhroughou[the development area.Besides con[nbuting
to the active and gbssive mcceadon use in rhe azea, the comdois aestherically enhance che azea within
the Districc
Ivfaintenance of these public improvements pcimarily rendeis a people orienud benefit to the propenies
within the boundacies of the District and, as such, ielates to rhe number of peisons in each dwelling
unit on each pmperty.These benefirs a e dicect and special to the properties wirhin the Districc
The preceding special benefvs all conmbute to tkte overall esthetic value and desuability of each of rhe
assessed pazcels wirhin the Disuict and the eby provide a special enhancement w these propecties.
Fuitheimoce, it has been deucmined that the lack of Eunding to pcoperly service and maintain the
iinprovemenu would likely have a dirett negative impact on the propecties wahin the Distcict.
GenecalBenefit
In ieviewing the Disuict improvementc,the proximiry of those improvements to both propeRies witivn
the District and those outside the D'unict as well as the ieasons for installing and consuucting such
impmvements, a is evidem chac rhe improvements aze solely the result of developing propemes within
the Disuia and the ongoing mainrenance and operadon of these improvemems will dixecdy affect the
properties within the Distria. Ahhough the unprovements aze visible to the public az lacge, rhe
conswcdon and insrallation of these improvements were necessary for the development of propexcies
within the District and ace not requiced nor necessazily desired by any properties or developments
outside the District boundary and any public access or use of the improvemens by othe:s u incidentaL
Thecefore, it has been determined rhat the improveme s and the ongoing maintenance,servicing and
opeiation of hose improvemenu provide no measurable gene:al benefu m properties outside the
D'stria or m the public az large,buc clearlyprovide distina and special benefics to propemes within rhe
D'stricc
I1
Enp.efs Repoa
Crcyof Orange
Landscape Maintenance Dutrict No.86-2
C. Assessment Methodology
The benefrt formula used to determine the assessmnt obligation for each pazcel should be based upon
both the improvements that benefa rhe paccels as well as the use of each propeny as compared to other
paccels that benefit from those specific improvements. The method of apportionment established for
most benefit assessment disuicts utilizes a weighted method of apportionment lmown as an
Equivalent Benefit Unit (EBin methodology The Equivalent Benefi[iJnit merhod of apportionn nt
uses the single-faznily home site as che basic unit of assessment A single-family msidential propeay
equals one Equivalent Benefit Unit("EBU"). Every other land use ss convetted to EBils based on an
assessment formula that equates the propeit}s specific development status,type of development Qand
use),and size of the property,as compazed w a single-family home sire.
The EBU merhod of apportioning benefit is typically seen as the most appropriate and equitable
assessment methodology for distcicts focmed under the 1972 Act,as the benefit w each pacCel from the
unprovements a:e appoaioned as a funcrion of land uce cype,size and development.
EBU Application by Land Use:
Single-Family Residential— 'Ihis land use is defined as a fiilly subdivided msidential home site with
or without a stiucnue.'Ihis ]and use is assessed 1.0 EBU per lot or pazrel'Ihis is the bace value that the
other land use types aze compaced and weighud againsc(ie.Equivalent Benefit Unit or EBi.
Multi-Family Residential— T}tis land use is defined as a fully subdivided residential pa el that 6as
more than one residential unit developed on the property. This land use is assessed 0.6 EBU per
dwellittg unic
Mixed Use Propeiry — 'I us land use is defined as property developed for either comme ia( or
indusuial use.'Ihis 1and use cype is assessed at 11.0 EBUs per gross acre.
Exempt Pazcels — This land use identifies propecties tha[aze not azsessed and ace azsigned 0.0 EBU
Ihis ]and use classification may include, but is not limited,to lots or garcels identified as public meets
and other roadways (typically not assigned an APN by the Count}; dediraced public easeme ns, open
space areas and righo-of-ways including greenbelu and pac cways; udlity right of-ways; common azeas,
sliver pactels and bifiu ated lots or any orher propeny that cannot be developed; park properties and
other publicly owned properties that are put of the Disuicc improvemenu or that have little or no
improvement value. These types of pacceLs are considered to mceive little or no benefit fmm the
icnprovements and aze themfore exempted fmm assessment
Lou 9, 10, 11, 15, and 19 of Tract No. 12417 have been assigned 0.0 EBU becauce they have been
eaccluded from the District The cost of maintaining the landccape improvements on these publicly
owned pacrels is not paid bythe Distsia but nther from the general fund of the public agencyownmg
the paccel Therefote,these pubHcty owned parcels do not ieceive anyspecial benefit from the Distcicc
The following rable provides a listing of land use types, ]and use code designations, the Equivalent
Benefa Unit factor applied to that land use type, and the multiplying factor used to calculate each
pa el's individual EBU
12
Enginee s Repon
Gty of Ocange
Landscape Mainunance D'u[ricc No. 86-2
Land Use Codes and Equivalent Benefit Uniu
Ptoperry Type Equivalent Benefit Multiplier
Uait
Single-familyResidential 1.000 UnidLodParcel
Multi-familyResidential 0.600 Units/DwellingUnits
Mixed Use 11.000 Acreage
Exempt 0.000 Parcel
The benefit fom ula applied to pareek within the District is based on the preceding Equivalent
Benefit Unit (EBin table. Each pacce]'s EBU correlates the parcel's special benefit received as
compamd to the other parcels benefivng from the improvements.
The following formula is used to calculare each paccePs EBU(propo:rional benefit).
Parcel Type EBU x Multipfier(Acres oc Unit) = Patcel's EBU
The cotal number of Equivalent Benefit Unics (EBUs) is the sum of all individual EBUs applied to
pamels that receive a special benefu from the improvemenG An assessment amount per EBU(Rate)
for each improvement is established by talang the total cost of the improvement and dividing that
amount bythe total number of EBUs of panels benefiting from the improvement.This Rate is then
applied back to each paccePs individual EBU to determine the parcel's propomonace benefit and
assessment obligation for that improvement
The Maximum allowable assessment rate of $369.44 EBU (single faznil} generates an assessment
toral of$533,650J7.
Total Balance to L.evy/Total EBU=Aasessment Rate per EBU
Assessment Rate per EBU x Parcel's EBU = Parcel's Assessment
13
Engineer's Reporc
Cityof O ange
Landscape Maintenance D'uuitt No.86-2
PART III - DISTRICT BUDGET
The following 6udget outlines the estiuuted cosa to n+n*the unprovemeius for 2020-2021.
ANNUAL LEVY OF ASSESSMENT
LANDSCAPE MAINTENANCE DISTRICT NO. 56-2
City of Orange
ESTIMATED COSTS
OPERATION&MAINTENANCE FUND BALANCE FROM PRIOR YEARS
Estimated Flind Balance (Includes 15-1 & 86-2) as of March 2020 586,207
The estimated budget necessary for the 2020•2021 Fiscal Year for the District is as follows:
BUDGETITEM COST
ANNUAL MAINTENANCE
Landacaping 391,321
Tree Trimming 165,000
Electrical Maintenance 35,000
Misc. Contract Servicea 10,000
Repair/Maintenance Services 47,051
Suppliea 8,500
Other Professional Servicea 1,000
Telephone 1,000
Electricity 20,000
Water 168,000
Salaries &Benefits 45,119
City Administrative Services 26,424
Capita]ReplacemenU Dedicated Reserves 500,000
TOTAL EST. LANDSCAPE MAINTENANCE EXPENTITURES 1,417,416
EBTIMATED REVENUE
Landscape Maintenance Diatrict No. 86-2 533,651
Rancho Santiago Community College Diatrict 25,287
Proposed Benefit Assesament FP 2019/20 (LMD lb-1)
See LMD 15-1 Engineer s Report for specifics) 341,358
CPI Adjustment(Current Year 0%) 0
Unused CPI Adjustment(Carry over from prior years)
TOTAL ESTIMATED REVENUE 900,296
14
Enginee's Report
Gryof Orange
Landscape Mauttenance District No.86-2
RESERVE FUNDS USED TO SUPPLEMENT EXPENDITURES 1 617,119)
Thie Budget Eetimate ie for the purpoee of eetabliehing an Annuel
Aeeeesment. It may vary from the adapted City Budget. All aeeeesmeats
collected by the Dietrict may on y be ueed for Dietrict eapeaditures
regardlese of the Budget Eetimate.
BALANCE TO LEVY 635,661
Notes to Escimate of Costs:
1. Since expenditures in FY21 are anticipaud to exceed revenues,the fund balance will be used to
offset additional eapendicuces. In fu ure years,the City will continue w work wah District residenu
on developing a renovation plan that u both fiscally and environmentally sustainable.
15
Engineer's Report
Gryof Orange
Iandccape Maintenance Disuict No.86-2
PART IV - DISTRICT DIAGRAMS
The pazcek within the I.andscape Maincenance Disuicc No 86-2 consist of all lots, pazcels and
subdivisions of land located in the planned residential development knovm as Santiago Hills.
The following diagram incorporaces all parcels within the District, as [he same existed at the wne
this Report was prepazed 'Ihe combinanon of this map and the Assessment Roll conrained in this
Report consdruu the Assessment Diagram for the Landscape and Maintenance Disuict No. 86-2.
16
Enginee's Report
Ciryof Ocange
Landscape Maiutenance Dutria No.86-2
st. ,
f 3 .F 1 '' 1". TctdhYlnmineONee ..2Y.98!apX
i _ , / .-" a;.
f//< //
peeAEjeca l o Sv ti ot\ '
h}.i\
n.\ 4
J'EVJ /,/ /i ' . ,.._
CenyonCol@Bs B<.53 pR
i'1`4i Y 'j v;
st,
c(1.^;'7 , , f . .`
4 ,s \". > :,\ /i . '
r< , _
a. tijj SQy i r ,g r . .
s .
r'
i y,lh 1 t ,p t / ' i s ' ,. ,_ IflYPiE
ll L,+, " •' {g0/ .'y'/f:l/ . 4p \ ..
PAFK
L\'a `% 6 , ./%
r,/ i jY(X 4 ,i
v,Yp .je ,i : /`
r,.._ .. y„V l'i / / ./,COCfkGE -
f i4\
l.i—'.' Z [\. . 1 / i i /!% 4c
J . Y-l-i'—
Y , . I i
r .... / 1, i. i - ! / f . /
a.
1. (I ;.
h T
e. T -<af %./ 'I: , i
YL`. -r
f / i S f (t t.,ir EHA/ i
ft.-`y .l }\- S
I
f11 ! ..5 ..
P
4VE%/ /J
S / c' t 7 . ' i
r i 1`i 15 l !d`- + . l
iJf1r. 1 i .R \.
r-
J WM `
f
i
r ` { '
1;. ''1 T":.1 .11-. 1Ej I
i'
l 1 tll 1..^ f C y/
FJdSX
r[
i-'+Iz TT .,y 0 i J I
t % r {' . / 1}}"r '
t , . i / : i y ,1- 1; \ _
i}4-y . '
v
Z .a r )\l TtS , j\P . i
f y7 \l ..
1 ' B ObS/.."Sl`r /YC' ( r"j t ' .
Ic ,Y F'4 i l
l`, '
y"
1 .{ ?.i .,'.'s ,:i l ' -r*"
F . '
S 4 ',4
r ,; n t . .l
A J,
k
r `;y l:.i\. S .t
1
1 ,
Y .-c' j `
v C`. , -.-.W,
s .
y,:i Y r i
I ,Cy6 , Tr i ^Y ., y:i + I`"' FiTi1t 1i A ,, ,
1 ` _
Jl -1 t y, 1 r \'
y
1 >.
i Ji jCl.' aE-I,
4 ' /
r 1t;~ if - ',i
i ii r 1 iy !
T` ' i( i .
ti\
1
f,`jt'
r
1 'ti
f 2 r t '
rr . ",,{ r, P .,4';u a . __--- 1 1 ;
i 'r I ] (rti. i•' !!. GM'OHVIEWAVE
L •, ) "
p.
T . - J Qy
i °2•
n''\r t:l. . .P' PEIEASfJWYON'.
i. " ,ti,.;:_
L.r('v:%'' yJ rfc onx
I,.
V
i -:
21111.'+t-' S .P
i
LMD 86-2 S MTIAGO HILLS I
Landscarae
LMD Area 1+`+;
1'.
MainLsnaneeAreas H
psVrctarea
MamteincdBy I .j
Di4rict FunCs hbt A4arntarnetl m
BYDsVi[[
Funds o '
c .,a o mo wt wa m> >xa
m•ee;iL__
17
Engineefs Report
Cityof Oiange
Landscape Maincenance Dutrict No.86-2
PART V -ASSESSMENT ROLL
Pasel identification for each lot or parcel within the Disuict is based on available parcel maps and
property dara from the Ocange County Assesso's Office, as they existed at the time this Engineer s
Repoa was prepared and the City Council adopted the Resolution of Intention. A listing of the lou
and parcels to be assessed within this Disuict along with the assessment amounu is provided herein.
If anyparcel submitted for collection is identified bythe County Audimr/Controller to be an invalid
pazcel number for the fucal year, a coxxeaed parce] number and/or new parrel numbecs will be
identified and resubmitted to the CountyAudiwr/Controller. The assessment amount to be levied
and collected for the resubmitted parcel or pucels shall be based on the method of apponionment
and assessment race descnbed in this Report as approved by the City CounciL 'Therefore, if a single
pa el u subdivided to multiple pa els, the assessment amount applied to each of the new parcels
shall be recalculated and applied according to the approved merhod of appoxtionment and
assessment rate rather than a proportionate shaze of the original assessment
The following is a lisc of the pacrels and proposed assessment amounu for Fiscal Yeaz 2020-2021
for each of the parce]s within the Distria as deurmined by the assessment rates and method of
apportionment described herein:
18
Enginee's Report
City of Oiange
Landscape Mauaenance Disuia No. 15-1
CITY OF ORANGE
FINAL ENGINEER'S REPORT
FOR Tf IE ANNUAL LEVY
ASSESSMENTLANDSCAPE MAINTENANCE
DISTRICI'NO. 15-1
r scni.nx zoza2o2i
pFO
owaortvrF
i a
Y'qH71L6.19'• 'l
O(jj[G
LANDSCAPE MAINTENANCE DISTRICT N0. 15-1
SANTIAGO HILLS
Intent Meeting: May ]2,2020
Public Heazing: June 9,2020
i.Nro isi F;t Ex zozazi
1
Engineei s Repon
Cetyof Oiange
Landscape Maintenance Distric[No. 15-1
AFFIDAVIT FOR THE ENGINEER'S REPORT
T1ils Repon descn'bes the Ciry of Orange Iaudscape Maintenance District No. 15-1 and proposed
ck anges or modifications related thereto including the improvemenu,budgeu,parcels and
assessmenu to be levied for Fiscal Year 2020-2021,puisuant to the Cit}s Resolution of Intention.
Reference is heceby made w the Ocange CountyAssesso's maps for a detailed description of the
lines and dimensions of parcels within the District. The unde:signed respectfullysubmiu the
enclosed Report as direcud bythe City Council.
Dated this day of /'/R.y ,2020.
gy; cu
F S
Ass nt Public WorkS Direccor/ City Engineer
z
Enginee's Repoct
Gryof Orange
Landscape Mairnenance Distritt No. 15-1
TABLE OF CONTENTS
AFFIDAVIT FOR THE ENGINEER'S REPORT.....................................................2
INTRODUCTION........................................................................................................4
Ovemew..........................................................._...........................................................................4
District's Facilities.........................................................................................................................4
AssessmentBackground..............................................................................................................4
PLAIVS &SPECIFICATIONS......................................................................................5
FISCAL YEAR 2019-20 ESTIMATE OF COST AND BUDGET................................5
Budget for Fucal Yeaz 2019-20..................................................................................................8
METHOD OF APPORTIONbIENT.........................................................................10
Methodof Apportionment............................._.........................................................................10
D'ucussion of Benefit......................................_.........................................................................10
BenefitFactois............................................................................................................................11
BenefnFinding............................................................................................................................14
Zonesof Benefi[.........................................................................................................................17
Mechodof Assessment...............................................................................................................18
ResidentialPropecries.................................................................................................................19
CommeccialProperties...............................................................................................................20
VacandUndeveloped Propemies..............................................................................................21
OtherProperties.........................................................................................................................21
AnnualCost Indexing................................................................................................................22
APPeals oE tlssessments Levied to Propetry............................:..............................................22
Assessment Funds Must Be Expended VUi hin the Disuict Area..............._.......................22
ASSESSMENT.............................................................................................................?A
ASSESSMEIVT DIAGRAM.........................................................................................25
ASSESSMEIVTROId..................................................................................................27
3
En ret's Report
Caty of Oiange
Landscape Mairaenance D'uccicc No. 15-1
INTRODUCTION
Overview
The City of Orange (the "Cit}') services and maintains perimeter and median landscaping, interior
wallccvays and paseos, and other improvemenu ("Improvemenu") in the Santiago H'ills
neighborhoods in the eastem patt of the Caty. 'This Enginee's Repon ("Report") was prepared to
establish the budget for the Improvements (as descnbed below) that will be funded by the new
2020.2021 assessments, if approved, and other :evenue, to decetroine the geneial and special
benefics mceived Erom the Improvemenu by propertywithin the Impmvement D'utrict ("Disuict"),
and to detemvne the method of assessment apportionment to lou and patcels. This Report and the
assessmenu k ave been made pucsuant to the Landscaping and Lighting Act of 1972, Part 2 of
Division 15 of the Califomia Streeu and I-Iighways Code (the "Act") and Article XIIID of the
Califomia Constitution(the "Article").
Iandscape Maincenance Distric[ (LMD) No. 15-1 wac formed in ZO15. This assessment disuitt is
idencical to the existing I.andscape Mainunance District No. 86-2 in its geographic boundazies,
paccels to be assessed, Improvemenu to be serviced, maintained, or repaiied and budgeted cost
centeis. The assessmenu collected, if approved,will be in addirion to those collecud for Iandscape
Maintenance Disttict 86-2.
District's Facilities
The .Gt}s landscape facilities to be funded by assessmenu within this Disuict are located in the
Santiago fLlls neighborhoods of the Ciry. The Improvemenu generally include enuance signs,
t:affic islands and medians, pazkways, recreation areaz, paseos, lighting, and the infrasuucture
requiced to suppoa these Improvemenu.
Assessment Background
The Caty formed I.andscape Maintenance Disccict No. 86-2 in 1987 w service and maintain the
specific landscape facilities and 'unpmvemenu relevant w this repoa. Revenues from that clistrict
temain ce]atively tlat,there is not an inflation adjustment provision,while the cosu to maintttin and
se vice these facilities and improvemena have risen steadily. In 2007 the City began to decmase
service levek in an effort w contain coscs within available cevenues. The service levels continued to
decxease w offset the effecu of rising utilities, labor and macecials costs until the c:ea ion of LMD
No. 1S 1.
In o:der to :estoie service levels and makc needed repaics and improvemenu w the Discrict's
facilities,the LivID No. 15-1 thaz exacdy overlaid[he eaosting assessment district,was Eormed
a
Enginee s Report
C1tyof Orange
Landscape Maintenance District No. 1S 1
PLANS & SPECIFICATIONS
The Ciry maintains ]andscaping and other improvements in (ocaaons within the pmposed
Assessment District's boundaries. The work and improvements proposed to be undertaken by the
Landscape Maintenance D'utrict No. 15-1 and the cost thereof paid from the levy of the annual
ASsessment provide special benefit to Assessor Parcels within che District as defined in the Method
of Assessmenc herein. In addition m the definitions provided by rhe I.andscaping and Lighting Acc
of 1972, (the"Act") the work and improvemenu are generallydescnbed as follows:
Entrance Sign
The enuance signs with landscape improvemenrs w be maintained are to be located at the following
locations within the D'utricc:
C apman Avenue at Neavport Boulevani(southeasx comerj
Newpoa Boulevaid at Canyon View Avenue (northeast comer)
Packways and Recceation Areas
The landscaped padcways and recreadon areas w be maintained by the Distria aze locaud as
follows:
Newpon Boulevud-approxicnately 18-foot wide zone (including the width of the sidewaus)
fmm rhe back of the curb to the property line, and corner cutoffs at inteisecdons, on the
east side from Santiago Canyon Road to 312 feet south of the centerline of Skylazic Place.
Cl apman Avenue - approximately 18-foot wide zone (including the width of che sidewalk)
from the back of the curb to the property line,and comer cutoffs at inte ections, on both
sides from Newport Boulevard m Jamboree Road.
Canyon View Avenue - approaomately 30-foot wide wne (including the width of the
sidewalk) from the bazk of the cwfi to the propercy line,and corner cutoffs az intersections,
on both sides fmm Newport Boulevacd to Jamboree Road.
White Oak Ridge - appmximately 17-foot wide zone (including the width of the sidevvalls)
from the back of the curb w the propecty line, and comer cutoffs at intecsections, on both
sides from Newport Boulevazsl to Canyon View Avenue.
Trails End Lane - approximately 17-foot wide zone on the west side and approximately 28-
to 32-foot wide wne on the eazt side (including the width of the sidewallc),both zones from
the back of the cucb w the pmperty line, and comer cutoffs at intersections, from Whi[e
Oak Ridge to C apman Avenue.
F3andy Cceek Comdor- fmm the inteisecdon of Chapman Avenue and Newporc Boulevard
to White Oak Ridge,and from White Oak Ridge to the inteisection of Canyon View Avenue
and Aspen Sueet(I.ot 20,a portion of Lot 11,and Lot D of Tract 1241 including conccece
walkvvays wluch aLso serve as emetgency access vrays.
Pazeo- approximately 50-foot wide wne from Santiago Hdls Pazk w White Oak Ridge and
from Wlute Oak Ridge to Old Camp Road (Lou A and B of uacc No. 1241 and
approxima[ely 35-foot wide wne from the Paseo to Whice dak Ridge (Lot C of Trdct No.
1241 including surface and subsurface drainage facilities and concrete walkways which also
serve as emeigencyaccess ways.
Aspen Street - approximately 10-foot wide wne (including the width of the sidewallc) on
south side from the back of the cucU to the propeity line from the end of Handy Caeek
5
Engineers Repon
Gtyof Orange
Landscape Maintenance Dis[ricc No. 15-1
Comdor (I.ot D, Tract No. 12417) neaz Canyon View Avenue to the northerly cerminus of
the street
Fort Road- approximate(y 17-foot wide zone (including the width of the sidevva4c) from the
back of che cucb to the property line on south side from White Oak Ridge w Jamboree
Road.
Sanriago G tnyon Road - approximauly 15-foot wide zone (including the widch of the
sidewalk) fmm the back of the cucb to the propecty line on nocth and south sides fmm
Newpott Botilevard w Jamboree Road.
Old Camp Road - appro mately 4foot wide zone from the back of the cucb to the
propertyline on both sides from Canyon View Avenue.to northerlyterminus of the street.
Skylark Place - approximately 18-foot wide wne (including the width of the sidewallc) from
the back of the cucb to the propeay line on both sides from White dak Ridge to Newport
Boulevazd.
Jaznboree Road- vaziable width wne (including width of the bike trail-sidewall from back
of the cu to the propeny line on the west side from Can}ron View Avenue w Santiago
Canyon Road.
Additional Areas - areas adjacent to the 18-foot wide zones along Skylark P1ace, Gtapman
Avenue, and Jamboree Road have been dedicaced to the City with tracu 12672, 12741,
12711, 15398 and PM 92-195. Such aceas have been ]andscaped by the developeis and the
sprinkler systems aed to the D'uuict's.
Traffic Islaads and Medians
The landscaped islands and medians to be maintained by the District are located as follows:
C apman Avenue- 14foot wide median from Newport Boulevard to Jamboree Road
White Oak Ridge- 14fooc wide medians at Newport Boulevazd and Canyon View Avenue.
T:ails End Iane- 14foot wide median from White Oak Ridge to C apman Avenue.
Jamboree Road- 24foot wide median from southerly Citylimits to Santiago C'an}ron road
Santiago Can}vn Road- Vaziable widch from Newport Boulevazd to Jamboree Road
Newport Boulevard - 22-foot wide median from (apman Avenue w Santiago Canyon
Road
Excluded Impmvemeats
The following items are excluded from the D'uuict
1he 8+/- acre park is excluded Erom this District
The Gt}s public safety facility on East Fort Road is excluded from this District
apman Hills ElementarySchool is exduded from chis D'utrict
Santiago Canyon College is excluded from this Disuict (Note that wlu e some public
unprovements along the College frontage are maintained along with Disuict Improvements,
the College pays direcdy inw the D'utrict's fund[o compensate for that worl
Sidewalls along all stceets within the Distxict are excluded
The Equestrian aail along Canyon View Avenue is excluded from tivs Dissrict
Definitions
Installation, maintenance and servicing of Improvements, may include, but are not limited to, nuf
and play areas, ]andscaping, gmund cover, sh:ubs and trees, imgation systems, sidewalks, pazlang
6
Enginee's Repoa
Crty of Otange
Landscape Maincenance D'utric[No. 1S 1
lots, drainage systems, lighdng, fencing, entry monumenu, recreational fac i[ies, security patrok w
protect the Improvemenu,graffia removal and repainting,and labor, mateiiaLc, supplies,utilities and
equipment,as applicable,at each of the locations owned,operated or maintained by the Disuict.
As applied heiein, "Installa ion" means the constcuc[ion of Improvements, including, but not
limited to, ]and preparation(such as grading, leveling,cutting and fi ing),sod, landscaping, iaigation
systems,walkways and drainage, lights,and recceauonal facilities.
Maintenance" means the furnishing of secvires and materials for the ordinary and usual
maintenance,opention and servicing of any Improvemenc,including repair, removal or replacement
of all oz any pazt of any Improvement; providing for the life, growth, health, and beauty of
landccaping, including cuhivation, imgadon,trimming,spraying, fertilizing, or treating for disease or
injury; the iemoval of uimmuigs, rubbish, debris, and other solid wacte, and the cleaning,
sandblasting,and painting of walls and other Impmvemenu to cemove or cover giaffiti.
Servicing" means the £umishing of electric cuaent, or enetgy, gas or other illuminating agent for
any public lighting facilities or for the lighting or operddon of any other Improvemenu; or water for
the itrigation of any landscaping, the operadon of any fountains, or the mainunance of any ocher
Improvemenu.
Incidental expenses include all of the following: (a) The cosu of prepuation of the ceport, including
plans, specifications, esrimaus, diagram, and Assessment; (b) the cosu of princing, advertising, and
the giving of published, posted, and mailed notices; (c) compensadon payable to the County for
collection of Assessmenrs; ( compensation of any engineer or attomey employed co render
services in proceedings pucsuanx co this pact; (e) any other expenses incidenral w the conswction,
installation, or maintenance and servicing of the Improvemenu; ( any expenses incidenral m the
issuance of bonds or notes pucsuant to Streets & F ighways Code Secrion 22662.5; and ( costs
associated wirh any elections held for the approval of a new or increased assessment (Streeu &
I ighways Code §22526).
Modifications to the District saucture could include, but are not limited m, substantial changes or
eacpansion of the Improvements pruvided,substanaal changes in the service provided,modifications
or rescmcturing of the Disaict including annexation or detachment of specific pacrels, revisions in
the method of appoaionment, or proposed new or increased assessments.
The Assessment proceeds will be exclusively used for Improvemenu wichin the Districc plus
incidental expenses.
7
Engineefs Repon
Catyof Ocange
Landscape Maintenance Discria No. 15-1
FISCAL YEAR 2020-21 ESTIMATE OF COST AND BUDGET
Budget for Fiscal Year 2020-21
The following budget shoays the cost of the Improvemenu that would be funded by the District in
Fiscal Yeaz 2020-21. This table shows the total combined expenditures associated with the
Improvemenu for both Landscape Maintenance Districu (No. 15-1 and No. 86-2). Accoidingly,
revenues from both Districts aze aLso shown.
OPERATION&MAINTENANCE FUND BALANCE FROM PRIOR YEARS
Estimated Fund Balance (Includes 15-1 &86-2) ae of March 2020 586,207
The estimated budget neceseary for the 2020-2021 Fiecal Year for the District ia as follows:
BUDGETITEM COST
ANNUAL MAINTENANCE
Landecaping 391,321
Tree Trimming 165,000
Electrical Maintenance 35,000
Misc. Contract Servicea l0,OD0
Repair/Maintenance Servicea 47,051
Supplies 8,500
Other Profeeaianal Servicea 1,000
Telephone 1,000
Electricity 20,000
Water 168,000
Salariee &Benefits 45,119
City Adminiatrative Services 25,424
Capital ReplacemenU Dedicated Reserves 500,000
TOTAL EST. LANDSCAPE MAINTENANCE EXPENDITURES 1,417,416
ESTIMATED REVENUE
Landacape Maintenance District No.86-2 533,651
See LMD 86-2 Engineer s Report for apecifica)
Rancho Santiago Community College Diatrict 25,287
Proposed Benefit Aeaesament FY 2019/20 (LMD 15-1)
See LMD 15-1 Engineer's Report for specifics) 341,358
CPI Adjuatment(Current Year 0%)°0
Unused CPI Adjuatment(Carry ovex from prior yeare)0
TOTAL ESTIMATED REVENUE 900,296
e
Eno inre's Report
Gty of Ocange
Landscape Maintenance Distria No. 1S1
RESERVE FUNDS USED TO SUPPLEMENT EXPENDITURES 6 517,119)
Dietrict Eapeadituree will be at jveted to match the ma mum allowable
aesesement.
Thie Budget Eetimate is for the purpoee of establiehing an Aanuel
Aeeesemeat. It may vary firom the adopted City BudgeG All eseeeements
collected by the Dietrict may only be ueed for Dietrict expenditures
regardlese of the Budget Eetimate.
BALANCE TO LEVY 341,866
Noces to Estimate of Cosu:
1. The Act requires that proceeds from the Assessments must be deposiced into a special fund t6at
has been set up for the revenues and e cpenditiues of the DistricG Moreover, funds raised by the
Assessment shall be used only for the pucposes stated within this Repon. Any balance remaining at
the end of the Fiscal Year,June 30, must be canied over to the next Fiscal Year. The District may
also establish a dedicated ceserve fund for con[ingencies and special projecu as well as a dedicated
capital improvement fund for accumulating funds for]arger capiral impmvement projects or capital
renovation needs. Any mmaining balance would either be placed in the dedicated reserve fund, the
capital improvemen[fund,or would be used to reduce future yeazs'Assessmena.
2. The rau shown here is for a single family home or iu equivalent. For the definiaon of the term
SFE and rates for other types of property, see the secuon dded, "Method of Assessment
Appor[ionment" and the sections following it in this xeport.
3. The total cost of the services and Improvements is the total assessment amount of$341,358 plus
the value of the general benefit contnbutions from the City descnbed in the section tided, "Method
of Assessmenc Apportionmenc"
4. The Assessment allows for an annual adjuscment ried to che Consumer Price Index(the "Q'I"),
as detailed in the seccion ti[led "Method of Apportionment — Annual Cost Indexing." For Fiscal
Year 2020-2021, che Q'I is 3.0% for the Los Angeles-I.ong Beach-Anaheim azea as of December
2019. Due to the remaining fund balance frum Fiscal Year 2019-2020, the Community Services
Depactment staff recommends setting the Q'I adjustment at 0% for Fiscal Year 2020-2021.
5. Since expendiruies in FY21 ace anticipaud to exceed revenues, che fund balance will be used w
offset additional expend'mires. In futum yeazs, the Gty will work with che Dis[ria w evaluate
oprions to ensure fiscal susrainability.
9
Engineer's Repon
Catyof Orange
Iandscape Maintenance Distria No. 1S 1
METHOD OF APPORTIONMENT
Method of Apportionment
This section of the Engineers Report exp)ains the benefiu to be demed from the Improvements
and the methodology used to apportion the total assessment to prope:ties within the D'utrict
The method used for appo:tioning the Assessment is based upon the relative special benefits to be
derived by the propenies in the District over and above gene:al benefiu conferred on real property
or to the public at ]acge. The Assessment is appo:cioned to lou and parrels in proportion to the
relative special benefiz from the Improvemenrs. The apponionment of special benefit is a two-step
process: the fust step is m idendfy the types of special benefic arising fmm the Improvemenu and
the second step is to allocau the Assessmenu to properry based on the estunated relative special
benefit for each type of propen}:
This section of the Engineer's report includes a discussion of rhe benefits to be provided by the
proposed Improvemenu and the method of appomonment of assessments within tlte District 'Ihe
formula below identifies the final level of service as the sum of the bueline level of service (without
this proposed Assessment) and the enhanced level of service to be funded by the proposed
Assessmen
Final Level BaseGae Level Enhanced Level
of Service of Setvice of Service
Discussion of Benefit
In summary, the Assessments can only be levied based on the special benefit to propecty: 'Ihis
benefit u received by propeny over and above any general benefits. With reference w the
cequicements for assessmena,Section 22573 of che Landscaping and L'ghting Act of 1972 staus:
The net amount[o be arre.rred xJ on landr udthin an atrersmeat dittritt may be apportioned by uny famrula or
method wbith fairly distrsbaler tbe ned amounl omong a!l arrerrable latr orpanelr in pmpor/ion to tbe e.rlimated
ben tr to be nceived by earb.rurh!ol osparce/fiam the impmaement.r."
Proposition 218, as codified in Atticle :CIIID of the Califomia Constitution, l ac confumed that
assessmencs must be based on the special benefit to propeny and that the value of the special
benefits must be equal to or exceed the cost of the azsessmenc:
No arreument.rba!!be impo.red on any parce!mht'cb exceeds Ibe nwanable rorl of the pmpational.+pecia!benefi[
canferred oa that paml."
The following benefit categories summacize the types of special benefit to msidenval, commercial,
indtutrial and other lots and paccels resulting from the Improvemenu to be provided with the
assessment proceeds. These types of special benefits are sununarized as follows:
A Pcvximity to Improved I.andscaped Areas and Other Public Improvemena within the
Discrict
B. Access to Improved landscaped areas and Other Public Impmvements wichin the Disuict
lo
En?ee's Repon
Cityof Orange
Landscape Maitrtenance District No. ISl
G Improved Views within the Disuict.
D. Extension of a prope t7 s outdoor areas and green spaces for properties within close
proximityto the Improvements.
E. Caeation of individual lou for residendal and commereial use thac, in absence of the
Acsessmenu,would not I ave been created.
In this case,the recent Silicnn T/alley ZaxpoyerrA.aocialion,Iar. u Santa Clara County Open SpareAutbodly
SVTAJ decision in 2008 pmvides enhanced clacity to the definipons of special benefits w
properties from similar improvemenu in three distincc aceas:
Proximity
Expanded or improved access
Views
The SVTA decision also clazifies that a special benefit is a service or improvement that provides a
direct advanrage to a patCel and that indirect or derivative advantages resulting from rhe oversll
public benefics from a service or improvement are general benefiu. The SVTA decision al5o
provides specific guidance chat Improvements are a direct advantage and special benefit co property
thax u proximate to a facilitythat is 'unproved by an assessment
Tbe cbaracteritiation of a ben t may depend oa mhether the pmz el receivet a dz'rect adaantage fiom the
impmr emeai (e.g. pmximity to a park) or nceiver an indinct, denvative advantage re.rulling fmm tbe overa!!
public ben u of the impmuement(eg.genem!enhancement oj he di.rtricP.r properiy vaGtetJ.
Pro dmity, improved access and views, in addirion to the other special benefits listed herein fucttier
strengrhen the basis of these Assessments.
Moreover, the Dabmr v. Doumtonm Pomana Prop. dr Bur. Improvement Dirt. (DabmaJ decision in 2009
further clarified that certain services and Impmvements funded by acsessments, that are over and
above what otherwise would be pmvided and that other propetcy in general and the pubGc do not
shaze or ceceive are 100%special benefa.The assessmenafunded services upheld byDahmr included
streeucape maintenance and security services.
Benefit Factors
The special benefiu from the Improvements are funher detailed below:
Pcoximity to Improved Landscaped Areas within the District
The boundaries of the D'uuict were developed in conjuncrion and concu ent with che planning and
design of the subdivisions and Improvements, and thus have been cacefully drawn to only include
the propecties in the City of Orange that are proximate to the Improvemenu and that would
materially benefic from the Impmvemenu. In other wo:ds,the Distnc[has been narrowly drawn to
include the propetties that receive special benefics from the Improvemen[s. Therefoie, property in
the Disuitt enjoys unique and valuable proximiry w the Improvemenu that the pubGc az lazge and
property outside the Disaict do not share.
In the absence of the Assessmenu, the Improvements would not be provided and the public
improvemena funded in the Disuict would be degraded due to insufficient funding for
maintenance, upkeep and tepair. 'Iherefore, the Assessmena provide Improvemenu that are over
and above what othe:wise would be provided. Improvemenu that are over and above what
otheicvise would be provided do not by chemselves nanslate into special benefits but when
11
Engineets Repott
Cityof Orange
Laudscape Maintenance Disuict No. 1S I
combined with the unique pro miry and access enjoyed by pazcels in the Disttict, they provide a
direct advantage and special beneEit to property in the Disuict.
Access to Imptoved Landscaped Aceas within the District
Since the paccek in the District are neazly the only paccels that enjoy close access to the
Improvements,they diiecdybenefit from rhe unique close access w improved]andscaping areas and
other public improvements that are provided by the Assessmenu. This is a dirett advantage and
special benefi[to property in the Distria.
Improved Views within the Assessment Districts
The City, by maintaining peimanent public improvements funded by the Assessmenu in the
District, provides improved views to propeities in the District. The propenies in the District enjoy
close and unique proxinvry, access and views of the specific Improvemena funded in the Disuict;
therefoce, the improved and procected views provided by the Assessmenu axe another direct and
tangible advantage that is uniquely confexred upon propeity in the Disvict
Extension of a Propetty's Outdoot Aceas and Gteen Spaces for Pcoperties within Close
Proximity to the Impmvements
In lazge part because it is cost prohibicive to provide lazge open land azeas on propecty in che
Distxict,the iesidential, commercial and other benefidng propeities in the Disuict do not 6ave large
outdoor areas and green spaces. The Improvements within the Districc pmvide addidonal outdoor
areas that serve ac an effective extension of the ]and area for proximate properties because the
Improvemena are uniquely proximate and access le to property in close proximity to the
Improvements. The Improvements, therefore, provide an icnponant, valuable and desirable
extension of usable ]and area for the direct advantage and special benefit of propexties in the District
because such propecties have uniquely good and close proximicy so the Improvemenu.
Creation of Iadividual Lots foc Residential and Commetcial Use thay in Absence of the
Assessmeats,Would Not Have Beea Cceated
In most of the Disuict, the original owner/developex(s) of the property witl in the District agreed
iinanimOUSIY LO the Assessmenu. The Assessmen s provide the necessary funding for public
improvements that were approved as a condicion of development and subdivision approval.
Therefom,such Assessmenu allowed the original propertyto be subdivided and for development of
the parcels to occur. As pareels were sold, new ownecs wece infomrned of the Assessmenu through
the tide reports, and in some cases, through Department of Real Esrate "Whice Paper" repons that
the patrek were subject to acsessment. Pu hase of property was also an "agreement" to pay the
Assessment. Therefore, in the absence of the Assessmenrs, the lots witlun most of the Disaict
would not have been created. These pamels, and the Improvements that were constnacted on the
pa els,:eceive direct advantage and special benefit fmm the Assessments.
t2
Enginee s Repott
Cdty of Orange
Landscape Maintenance D'uuitt No. 15•1
Summary of Relative Weight of Benefit Factots
A solid azgument could be made that the Creation of Individual I.ou benefit comprises 100% of the
benefit because the Improvemenu were incocporated into the original planning and design of the
subdivision, and thus were deemed to be necessary and required for the development of the lot
Withouc those Improvements and associated benefit, rhe lou would not have been created in the
fi t place. Nevertheless,four other definitive benefits accniing to rhe parcels wi[hin the Disuict are
identified, and an allowance should be made within the overall relative unportance of benefits. The
table below illustrates the relative benefit level of the five identified benefizs used in this Report.
Benefit Factor Relative Weight
Proximity 10'/
Access 10%
Views 10'
OutdoorArea orGreen Space Extension 10%
Creation of Individual Lots for Development 60'
Total Benefit 10095
General Versus Special BeneSt
ticticle XIIIC of the Califomia Constirution requires any local agency proposing to increase or
impose a benefit assessment to "separate the general benefits from the special benefiu conferred on
a parcel." 'Ihe rationale for sepazating special and general benefiu is w ensure that propetty ownecs
subject to the benefit assessment are not paying for general benefiu.M assessment can fund special
benefics but cannot fund general benefits. Accoidingly, a separace escimate of the special and
general benefic is given in this section.
In other woids:
Total General Speaal
Banefit — Benefit + Benefit
There is no widel}uaccepted or starutory formula for general benefit. General benefiu are benefits
from improvements or services that are not special in nature, are not `particulaz and distinct" and
are not "over and above" benefiu received by other properties. SVTA provides some clarification
by indicating that general benefus provide "an indirect,derivative advantage" and are not necessarily
proximau w the improvemenu.
In this Report,the general benefit is h'berallyestimated and descnbed,and then budgeced so that it is
funded bysources other than the Assessmen
13
Enginee's Report
Ciry of O ange
Landscape Maintenance D'uvict No. 15-1
The staiting point for evaluaring general and special benefiu is the cuaent, baseline level of service.
The Assessment will fund Improvements "over and above" this general, baseline level and the
general benefits estimated in this seccion are over and above rhe baseline.
A fonnula w eswnate the general benefit is listed below:
BeaeSt to Real
Bene6t to Real
Pto e
Property Inside Benefit
General P the Aasessment to the
Outside the
District that is PublicBenefitsessment
District
Indicect and at Large
Detivative
Special benefit, on the other hand, is defined in the state constitution as "a pacticular and distinct
benefit over and above general benefits confexmd on real piapecty locaced in the districc or to the
public at lazge." 'Ihe SVIA decision indicates that a special benefit is confe:red to a propeny if it
ceives a duect advantage from the improvement (e.g., proacimiry to a par3." In these
Assessments, as noted, properties in the District have close and unique proacimity, views and access
to the Improvemenu and uniquely improved desirability from the Improvemena and other
properties and the public at latge do not receive significant benefits because they do not have
proximity, access or views of the Improvemenu. Therefoce, the overvvhelming propoition of the
benefiu conferied to property is special, and is only minia ally received by propemy outside the
Assessment Disuiccc or the public at Luge.
Benefit Finding
Quaaafication of Genecal Benefit
In this sec[ion, the general benefit from landscaping and other types of Improvemenu is libeially
escimated and described, and then budgeted so that it is funded by souices other tban the
Assessment.
Benefit to Pcoperty Outside the Assessment Districts
Propercies withui the District receive almost all of the specia] benefits from che Improvements
because properties in the Disuict enjoyunique close pro mityand access w the Improvements that
aze not enjoyed by other propenies or the public at lazge. However, certain properties within the
proximity/access radius of the Improvements, but ouuide of the boundazies of the Discrict, may
eceive some benefit from the Improvemenu. Since this benefic is conferred to properties outside
the District boundazies, it conuibutes to the overall generel benefit calculation and will not be
funded by the Assessmenu. The general benefic to pmpecty ourside of the D'ucrict is calculaced
with the paccel and data analysis perfocmed by SQ Consulting Group.
Since the pmpemes outside the Distria but with frontage abutting the Improvemenu receive
benefit btu cannot be assessed by the Distcict, this is a form of genera( benefit to other property.
The primary ways that parcels ouuide he districc benefit bythe Improvemenu is from proaomity,
1a
Engineei's Report
Gtyof Orwge
Landscape Maicnenance Distria No. 15-1
access, views and exteasion of outdoor space, which account for 40% of the available benefit.
Therefore, parcels thac abut the landscape areas and am not separated from the Improvemenu by a
privacy fence are counted for this geneial benefit The general benefit to pmpe:ty ouaide of rhe
District is calculated as follows.
Assumptions:
47 paccel outside the District
1517 parcels in the District
Calculatioa
Genecal Benefit to properry outside the
District=
47/(47+7517) *40% = 1.20%
Nou: in previous mpocts, the number of parcels in the Disuict was iacorrec[ly stated as "1571"
The paYcel count and associated calculations have been adjusted to flett the coxmcc number of
pacicels in the Discrict as "1517."
Benefit to Ptoperty Inside the Assessmrnt Distticts that ia lndirect and Derivative
The "indirecc and derivarive" benefit w property wichin the Discricc is pazdculady difficuh to
calculate.A solid acgumein can be presenud tUax all benefit within the Disuict u special,because the
Improvemenrs are clearly"over and above" and "pacticuLzr and distinct" when compu ed with che
baseline level of service and the unique proximity, access and views of the Improvements enjoyed by
benefiting propecries in the Distcict.
Neveitheless,the SVTA decision indicaces there may be general benefic"confened on real property
located in the district" A measure of the genetal benefics to propertywichin the Assessmenc area is
che percenrage of land area wi[hin rhe Disuict chat is publicly owned and used for regional putposes
such as major roads, iail lines and other regional facilaies because such properties used for regional
pucposes could provide indirect benefiu to the pubGc at lazge. Approwmately 7.15% of the land
area in the Disuict is used for such regional pucposes, so this is a measure of the general benefiu to
propertywithin the DistricG
Benefit To The Public At Lacge
The general benefix m the public at lacge can be estimated by the proportionau amount of time that
che District's Improvements including ]andscaping are used and enjoyed by individuals who are not
residenu, employees, cus ome:s or propecty owners in the District. It should be noud that these
Improvements do not attzact the public at lazge in the same way as padc impmvements - and they
confer far less benefit to the public ac laige than do similar park improvements.
One way to measure he special benefa m che general public is by the car trips through an area with
Improvements. Of the five ways benefits are confe ed (pro mity, access, views, extension of a
propert7ls green space,and creadon of lou),the only benefit thac is confened byway of pass-by caz
trips is views, which accounu for 10% of the wtal benefits. For pass-by caz tnps, the benefit of
ts
Enginee's Repott
City of Orange
Landscape Maintenance D'uuict No. 15-1
views is found to be approximauly half that of residenu, employees, customeis or property owne
in the District due to the brevity of the views. Therefore the ielative benefit factor is reduced to 5%.
Next, the views factois are weighced by the relevant number of car trips. Using the lane miles as
representative of pass-by uaffic, an analysis shows that 60% of the lane miles are on arterial or
collector streeu whem the genera( public has views of the landscaping. Therefore (60% of 5% _)
3.0% of the benefits from the Improvemenu are general benefits to the pubGc at lacge.
Special Considerations of Impmvements Outside of Dietrict
The benefits are categorized into to two geognphic groupings of Improvemenu: In-District
Improvements that include pazkways, medians and paseos that are eicher inside the disuict
boundaries, or are trafEic medians that directly abut or front the distcicq and Out-of-Distdct
Impmvements that are parkxays or meclians that are both ouuide the Disuia boundazies and are
not abutting, fronring or lying adjacent co the Distcict. Based on weighted square footage of the
vazious types of Improveme s, Ouaof-Disaict Improvements count for approximately 11.6% of
the total benefits. These Ouo-of-Disaict benefirs are found w be entirely General Benefit For
example some Improvements at Santiago Canyon College are maintained, but the funding for this
work comes enticelyfrom the College as general benefit funds.
The In-Disuict Improvemenu, convecsely,provide approximately 88.4°/a of the total beneEits. The
general benefia provided by these Improvemenu aie discussed above.
Total General Benefits
Using a sum of these three measures of general benefit plus che special consideraaons of general
benefic from Ouo-of-District benefiu (bot6 weighted accocdingl},we find that approximately 21.6%
of rhe benefits confe:xed by the Improvemenu may be general in natuce and should be funded by
sou es other than the Assessment. This cafculation is shown below.
Relative Percent of
Generel Overell General
Benefit Benefit Bene£t
In-DistrictGeneral Bene ts
Outside the District 1.20%
Property within the District 7.15%
Publicat Wrge 3.0040
Totalln-District 1135% 11.4% x 88•4% = 10.096
Out-of-Distrid General Benefits 1W.0' x 11.6% - 11.6%
TOTALGENERALBENEFIT 21.6%
Although this analysis finds that 21.6% of the Assessment may provide general benefics from the
Improvements, the Assessment Engineer establishes a requirement for a minimum conuibudon
from sources other than the Assessmenu of 22%. T minimum contnbution above the measure
of general benefiu will serve to providc additional coverage for any other general benefiu.
16
Enginee's Repon
Cityof Orange
Landscape Maintenance Distria No. 15-1
Final Step — Calculate the Cuaent General Benefit Contribuaon fram the Ciry
This general benefit cannot be funded from the Assessments;it must be funded from other sounes
such as the City s Geneial Fund or other non-Distritt funds. These contnbutions can also be in the
form of in-lieu conuibutions to the installation and maintenance of the Improvemenu such as other
Cary assets that support and protea the Improvemenu. The Cicy of Orange will contribuce both
monetacy and in-lieu msoucces to ensuce xhac the general benefiu confecred by the proposed
Improvemenu are not funded by the Disaict's property ownecs.
A sununary and quantification of these other conuibutions from the City is discussed below:
The City of Orange owns, maintains, rehabilirates and ceplaces curb and gutter along the border of
the District Improvemenu. This cucb and gut[er secves to suppoct, contain, retain, manage
i igation flow and growth, and provide a boundary for the Impmvemenu. The contribution from
the Ciry towacds general benefic from the maintenance, rehabilitarion, and ieplacement of the cu
and gutter is conservatively esrimated to be 5%.
The City owns and maintains a storm draioage system along the boider of the District
Impmvemenu. This system serves to prevent Elooding and associated damage to the
Improvemenu,and manage urban mnoff including local pollwants loading from the Improvemenu.
Ihe contnbution from the City towacds general benefit from the maintenance, and operation of the
local storm dc•ainage system is conservacively estimated m be 5%.
The City ovms and maintains local ublic streets along the bo der of the District Improvemenu.
These pubGc screets provide access to the Impmvements for residents' enjoyment as well as efficient
maintenance. T'he conmbution from the Gtytowards general benefit from the maintenance of local
public streeu is conservauvely estimaced to be 5%.
The value of the construction of the Improvemetrcs can be quantified and monetized as an annuity.
Since this constcuction was peifocmed and paid for by non-assessment funds,this "annuit}' can be
used to offset general benefit costs,and is conservativelyestunated to contnbute 10%.
Ihe wtal General Benefit is hberally quantified at 22% which is entirely offset by rhe conservacively
quantified total non-Assessment concnbution wwards general benefn described above of 25°k.
Therefore,no additional Geneial Benefit must be funded by che Cacy.
Zones of Benefit
The boundaries oE the Distria were developed in conjunction and concurrent with the planning and
design of the subdivisions and Improvemenu, and thus include only the properties in the City of
Orange that aze proximate w the Improvements and that would materially benefic from the
Improvements. Cectain other propecties surrounding the District were not part of the designed
associadon between the Improvemenu and the assessed azeas, and are generally less proximate to
the Impmvements. In other woids, the boundazies of the District have been narrowly d:awn to
include only propenies that will specially benefit from the Improvements, and would receive a
declining level of service if the Assessments were not appmved.
The SVTA decision indicaces:
Im a mell-dmwn di.rtnct— limited to nnly pmxzG re eiving,pecia!ben u jrom tbe impmvement— every pa ce!
mitbin that dirtnct rzceiver a .rhand .pecial benefzt. Under aection 2, aubdivlrion ), there ben lr can be
mnrtrned ar beinggenem!ben tr rinre they a e aat "partlrular aad dirtiacP'and an aot 'bver aad above"tbe
ben lt nceived by ol6erpmperlie.c `7acated ix tbe dr.rtnct."
17
Enginee's Report
Gcy of Otange
Landscape Maincenance Distria No. IS 1
We do not belieUe [hal tbe aoterr intended ta iavalidate aa arrerrment di rtnct that ir aarmmly drawn to iaclHde
only propediea dinttly ben ting jrom an imp ovemevl. Imdeed, lhe balkt materiaLr nfJect othenvise. Thur, if an
asrer.rmevt di.rtrict ia nam wly draum, the jact that a ben t is confemd tbroughaut 16e dirtnct doer not make ii
general mtber than .pecia In that circrrm.rtance, lhe chamctenlatioa of a bea t may depend on vbether the
paree!receiver a dlmct advaatage from tbe improvement(e.g.,p nximity to park) or eceiver an indirecl, derivative
advantage mrulting fiom the overall public ben tr of the impmvement (e.g.,genera!enhancement of tbe dimict'.r
properzy valuea).
In the Discrict, the advantage that each pazcel ceceives from the Improvemenu is direct, and the
boundaries are nazrowly drawn w include only paicels that benefit from the Assessment.Therefore,
the even spread of Assessment chroughout the nazrowly drawn distria is indeed consistent with che
SVlll decision. For the most part, the benefits from[he Impmvements witivn the Disaict do not
vary further based on proximity of the parcels to the Improvemenu because the increased benefiu
of greater proximity w the Improvements are generally offset by a parallel increase in negadve
facwcs such as higher levek of uaffic,noue,eu.that comes with increased proximiry.
There are two distinct neighborhoods within the D'utsict: Santiago Hills and I-iillsdale. Santiago
I'ills is a complex neighborhood with atterial and collector sueers travex ing the residential areas
and a commereial area on the northeast poition. In addition,Santiago ILlls has a system of walldng
paths, or paseos, that provide additional benefiu not found in the I'illsdale neighboifiood I'i1L5dale
is a relativelysmall neighborhood, linear in shape centered on one msidential s[reec (I llsdale Drive)
with Improvementc along only one exterior frontage (Santiago Canyon Roa.
In onier to most conservatively assu:e that Assessmenu are proportional to the :elative leve] of
special benefiu in the Discrict, toro zones have been created Zone of Benefit A (or "Zone t1)
consists of all of the pazrels that lie within the Santiago H'ills neighborhood bounded generally by
Q apman Avenue, Jamboree Road, Canyon View Avenue, Sky3ark Iane and Newport Boulevacd.
Zone A:eceives the full complement of special benefiu.
Zone of Benefi[B ("Zone B") consists of all the pazcek that lie within the Lllsdale neighborhood
lying generally north of Santiago Canyon Road. A detailed analysis of the proportionate benefits
eceived by the I'illsdale neighborhood as compared m the Santiago I'ills neighborhood based on
the weighted aceas of parkways, paseos, and tcaffic medians within or proximate m the two zones
shows that the H'illsdale neighborhood (Zone B) receives appro omately 75% as much special
benefit as the Santiago neighborhood (Zone .. Thecefoce Assessmenu for parcek in Zone B aze
reduced appm mately 20%from the rates for Zone A(see Assessment Diagram).
Method of Assessment
As pieviously discussed,the proposed Assessmenu will provide comprehensive Improvements that
will clearly confer special beneFiu m propexries in the Disuict. The allocation of special benefits to
property is partially based on the type of propeicy and the size of property. These benefia can also
partially be measured by the occupanu on pmperty in the Discrict because such pacCel population
density is a measure of the relative benefit a pa el receives from the Improvements. It should be
noted that many other types of "naditiona(° assessmenu aLso use pazrel populauon densities m
appomion the Assessments. For example, the assessmenu for sewer systems, roads and water
systems are typicalty allocated based on the population density of the parcels assessed Therefore,
the apportionment of benefit is ceasonably based on the type of parcel, the size of parcels and the
population density of parcek.
1s
Engineer's ReQon
Clryof Orange
Landscape Maintenance D'utiict No. 15-1
The next step in apportioning Assessmenu is to detem ine the relative special benefit for each
propecty.Tlus process involves detem ining the relative benefit received by each propexty in relation
co a single family home, or, in other words, on the basu of Single Family Equivalenu (SFE). This
SFE methodology is commonly used to dismbute Assessments m proportion to estimaud specia(
benefit and is generally recognized as providiog the basis for a fair and appropriate disuibution of
Assessmenu. For the pwposes of this Engineefs Report, all propecties aze des gnated a SFE value,
wkuch is each propect}s relative benefit in relation to a single family home on one parceL In this
case, the "benchmazic" property is the single family detached dwelling which is one Single Family
Equivalent or one SFE.
Not ocily residential improved property will be assessed, because commetcial and other propeities
may also receive dinect benefits from the Improvemenu,and will be assessed
A fixed or flat Assessmem is proposed for all single family residential propeities regudless of
occupancy or parcel size. Assessmenu on multi-family residential pucels vary bazed on the number
of dwelling units. Assessmenu on commeicial propeity aze levied on an acreage basis because Luger
pmperties generally support]azger buildings and have higher numbecs of employees, custome:s and
guesu who would benefit fmm proximity and improved access to well-mainrained and improved
andscaping.
Finally, the special benefits to be derived from the proposed Assessments will be confe d on
property and are not based on a specific property ownefs use of the improvemenu, a specific
property ownefs occupancy of propeity,or the propeity owne's demogcaphic scatus such ac age or
number of dependenu. The benefiu conferred to property are relaud to the averagc number of
people who could potentially live on, work ac, or othervnse could occupy a property, not how the
propeity u cucmndy used by the pcesent owner. Therefoce, the number of people who could or
potentially live on, work at or otherwise occupy a pmpeity is one indicator of the mlative level of
benefit received by a property.
In conclusion, the Assessment Engineer detennined that the appropriate method of assessment
apportionment should be based on the type of property, the relative size of the property, property
location, its relative population and its proximityto Improvemencs.'I7vs method is fiuther descnlxd
below.
Residential Properties
Cettain residential properties in the Dist:ict tha[ contain a single residential dwelling unit are
assigned one Single Family Equivalent or 1.0 SFE. Detached or attached houses and zero-lot line
houses ace included in this category of single family iesidential property. If theie is more than one
single family detached dwelling on a pazcel, it will be chazged one SFE per single family detached
dwelling.
Propetties with mom than one residential unit (other t6an pacrek with more than one detached
single Eamily dwelling as descnbed above) are designated as muhi family residencial properties.These
properties benefit from the Improvements in proportion to the number of dwelling units that
occupy each propeity, the average ntunber oE people who reside in muki-family residecmal uniu
vecsus the average number of people who reside in a single family home (Popularion Densicy Factor)
and the relative size of each type of residential dwelling unit (Sqwue Foot Facwr). The populadon
density facto s for the area in Ocange County encompassmg the District, as depicted in the
following table, provide the basis for dete:mining the SFE Eactois for residential prope:ties. Using
the toral population in a cectain property type in the area of the Disttict from the 2010 Census and
19
Engineer's Repoa
Catyof Orange
Lwdscape Maintenance D'u[ria No. 15-1
dividing it by the total number of such households, finds that approxicnauly 3.21 pecsons occupy
each single family residence, whereas an average of 2.93 peisons occupy each condominium. The
ratio of 321 people on average for a single family residence and 2.93 people per dwelling unit in a
condominium unit resulzs in a population density equivalent of 0.91 for condominiums. Next, rhe
relative building azeas are factored into the analysis because special benefics are related to the average
size of a propeity, in addition to average popularion densiaes. For a condominium, this calculation
results in an SFE faccor of 0.71 per dwelling unit.
Table 1—Residential Density and Assessment Factocs
Pop.Density SqFt SFE
Type of Residential Property Equivalen! Factor Factor
Single FamilyResidential 1.00 9.00 1.00
Condominium 0.91 0.78 0.71
Thece are no other muhi-fauvly propecty types (e.g., duplex, uiplex, foutplex, apartments) in the
Disvict,and none aze foreseen in the future. Therefore no SFE-based assessment cate is calculated.
Commercial Properties
SFE values for comme:rial land uses aze based on the equivalence of special benefit on a land area
basis between single family residenval prope ty and the average comme ial pmperty. The SFE
values for vazious commeicial ]and tues aze funher defined by using average employee densities
because the special benefit factois described previously can be meas ued by the avecage number of
people who woiic at commeicial properties.
In oider to detecmine employee density factois, the findings fmm the San Diego Associaaon of
Governments Traffic Generawis Study (the "SANDAG Srud}') ace used because these findings
were appmved by rhe Srate Legislature as being a good icpresentation of rhe average number of
employees per acre of land area for commeicial properties. As deurmined by the SANDAG Study,
the average number of employees per acie for general comme ial property is 24.
In comparison, the average number of people residing in a single family home in the azea is 321.
Since the average lot size for a single family home in the District is approximacely 0.12 acres, the
average number of residents per acre of residendal property is 26.8.
The employee density per acre is roughly equal to (or 0.9 times) the population density of single
family:esidential property per acre (24 employees per acre / 26.8 residents per acie). However,the
benefix derived by employees on commercial properties is less than that derived by a resident on
cesidential pmperty, generally due to less vme of use of services and Improvemenu. The
Assessment Engineer determines that this facwr is 0.5 for comme ial to 1 for cesidenriaL Table 3
below shows the average employees per acre of land azea or portion theceof for vazious types of
commeczial propeaies and lisu the relative SFE factors per 0.12 acm for propeities in each]and use
category.
zo
Engineefs Repoct
Ciryof Ocange
Landscape Maincenance Distcic:t No. 15•1
CommerCia] propenies in excess of 5 acres genexally involve uses that are mo e land intensive
relacive m building areas and number of employees (lower coverage catios). As a resuh, the benefi[
faccois for commereial property]and area in excess of 5 acres is detecmined co be the SFE rate per
0.12 acm for the fust 5 acies and the relevant SFE rau per each additional acre over 5 acres.
Table 2—Commercial Density aud Assessment Factors
Average SFE Units
Type of Commercial Land Use Employees per
perAcre 0.12 Aere 2
General Commercial 24 o.soo
p ICe3 68 1.420
Shopping Center 24 o.soo
1.So uice: San Diego Association of Govemmencs Traffic Generato:s Study.
2. The SFE factors for commeicial and industrial parcels are appGed bythe 0.12 acre of land area or
portion thereof. ('iherefore,the minimum assessment for any assessable pa el in these categories is
the SFE Uniu lisced herein.) The rates apply up m fiisc 5 acres of pac el size. Additional acreage is
benefited at the rate shown above per acre or portion theieof.
3. Guiendy there are no parcels in the Districc in the Office category. '11us rate is included in che
event General CommexCial space is converted w Office space.
Vacant/Undeveloped Properties
The benefit to undeveloped properties is detemiined to be propomonal w the conesponding
benefits for similar type developed propetties, but at a lower rate due to the lack of improvements
on the property: A measure of che benefics accruing to the underlying land is the average value of
land in relazion to Improvements for developed pmperry.An analysis of the assessed valuation data
from the County of Orange found tt at approximately 55% of the assessed value of improved
propexties u classified as the land value. It s reasonable to assume, therefore, that approxunately
55% of the benefiu axe related to the undedying]and and 45% are related to the improvements and
che day-to-day use of the propect}: Using this ratio, the SFE factor for vacarn/undeveloped pacrels
is 0.55 per pacceL
Other Properties
tliticle XIIID stipulaces that publicly owned properties must be assessed unless the:e is cleaz and
convincing evidence that those properties receive no special benefit from the Assessment
All properties that are specially benefited aze azsessed Cectain other publiclyowned propertythat lie
wichin the Disuicc boundaries, including Sanvago Canyon College, C apman E ills Elementary
School, Santiago H lls Pazk, and ty of Orange public safery facility on East Fort Road, are not
acsessed. These are discussed below.
Santiago Canyon College: The College lies witliln the District and cenain Improvements lie on their
property. Alchough the College is noc azsessed in this District, the College pays for any special
21
Enginee's Report
Ciry of Oiange
Landscape Maincenance Duuic[No. 15-1
benefit through a separau agreement with the City, and t6at monetazy conuibution u shown in
Table 1. In addidon, all benefit attributable for the College prope:ty is included in the General
Benefit calculation shown above.
Cliapman Hdls Elementar SchooL• Any special benefit attnbutable to the School buildings and
parlflng lou are entuely offset by the benefic provided so the neighborhood by che outdoor fields.
This facility was also included in the list of regional faciliries in che calculation of general benefic to
propeities inside the discrict that is indirect and derivative above.
Santiago H Is Park: Any special benefit atuibutable w the Park is entirely offset by [he benefic
provided w the neighborhoods by park facilities. Tlvs faciliry was also included in the Gst of
regional facilities in the calculation of general benefit w properties inside the district that is indirea
and derivative above.
Ciry of Orange 1'ublic Safety Faciliry on East Fott Road: Any special benefit received by chis facility
is enticely offset by the benefit provided back to the neighborhood sunilar to other in-lieu
contnbuvons w the General Benefit contnbutions that are funded by the Cit}s General Fund or
ocher non-District funds.
NLscellaneous, small and other paccek such as roads, righaof-way paccels, and common aceas
typically do nox generate significant munbecs of employees, residenu, custo:s or guesu, and have
limited economic value. These miscellaneous pasels ceceive micvmal, if any, benefit from the
Improvemenu and ace assessed an SFE benefit factor of uro SFEs.
Annual Cost Indexing
The Assessment is subject m an annual adjustment tied to the Consumer Price Index-U for the I.os
Angeles-Long Beach-Anaheim area as of December of each succeeding year (the "Q'I"), with a
ma cimum annual adjustment not to exceed 3%. Any change in the Q'I in excess of 3% shall be
cumulauvely ceserved as the "Unused Q'I" and shall be used to increase the maximum authoriud
assessment rate in yeazs in which the Q'I is less than 3%. The u lximum authorized assesscnent rate
is equal to the maximum assessment race in the fust fiscal yeaz the Assessment was levied adjusted
acmually by the minimum of either 3% or the change in the Q'I pluc any Unused Q'I as described
above.
Appeals of Assessments Levied to Property
Any propetty owner who feels tl at the Assessment levied on che subject prope ty is in ecror as a
cesult of incoccect inforcnation being used w apply the foregoing method of assessment may file a
written appeal with the City of Orange City Manager or his or her designee. Any such appeal is
limiced to correction of an Assessment during the then-cucrent Fiscal Year and applicable ]aw. Upon
the filing of any such appeal,the C1ty Manager or his or her designee will promptly review the appeal
and any infocmation pmvided by the propecty owner. If the C'ity Manager or his or her designee
finds that the Assessment should be modified, the appmpriare changes shall be made to the
Assessment Roll.If any such changes are approved after the Assessment Roll has been filed with the
County for collecrion, the City Manager or his or her designee is authoxized to refund to the
property owner the amount of any approved reduction. Any dispute over the decuion of che City
Manager or his or her designee shall be refecred to the Orange Cicy Council,and the decision of[he
City Gouncil shall be final.
Assessment Funds Must Be Expended Witlun the District Area
2z
Engineet's Report
Gtyof Oiange
Landscape Maintenance Disuic[No. 15-1
The net available Assessmenc funds, after incidenral, adminis[rative, financing and other cosu shall
be expended exclusively for Improvemenu within che boundaries of tkte District or as descnbed
herein, and appropriate incidental and administrative cosu as defined in the Plans and Spec cations
section.
23
Engineer's Repoct
Cecy of Orange
Landscape Maintenance Disuict No. 1S 1
ASSESSMENT
The amount to be paid for said Improvemenu and the expense incidental thereto,to be paid by the
District for the Fiscal Year 2019-20 is gene:ally as follows:
Table 3—Summary Cost Estimate
Fot Landscape Maintenance District No. 15 -1
Fot Fiscal Yeat 2020.21
BUDGETITEM COST
ANNUAL MAINTENANCE
Operating Erzpenses 846,872
Salariea&Benefits 45,119
Adminietration and Project Management 25,424
Capital Expenses/Revenues 600,000
Total for Services 1,417,415
Less Other Revenue 658,938)
Reeerve Funds 517,119)
Net Amount of Aeaesament 341,358
As required by the Acc, an Assessment Diagram showing the exterior boundaries of the
Improvement Disuict is hereto attached and incoiporated herein by reference. The distincrive
nwnber of each pazcel or 1ot of ]and in the D'utria is its Assessor Pareel Number appearina on the
Assessment Roll.
24
Enginee's Report
Gryof Orange
Landscape Maincenance Disuia No. 15-1
ASSESSMENT DIAGRAM
The paccels proposed w be usessed in Iandscape Maintenance District No. 15-1 are shown on che
Assessment Diagram, which is on file with the City C1erk of the City of Orange, and includes all
those properties included in the original fonnation of I1vID No. 86-2. The following Assessment
Diagram u for general location only and is not to be considered the official boundary map. The
lines and dimensions of each lot or pancel witlun the Disuia are those lines and dimensions as
shown on the maps of the Assessor of the County of Orange, for Fiscal Year 202421, and are
incoiporaud herein by refe:ence,and made a pait of this Diagram and dus Repoa.
25
Engineer's Report
Cayof Orange
Iandscape Maintenance Distria No. IS i
one B
i:''' i
I
I
Ii
E'"l..Yn^
II
II
I
1
I
s'' 9s
Q City oT Orenge LMD No. 15-1 Bountlary
Zone A Parcels
1
0 Zone B Parcels i
Ctty LimR j r .
CITY OF ORANGE LANDSCAPING MAINTENANCE DISTRICT No. 15-1
ASSESSMENT DIAGRAM
PREPARED BY SCI CONSULTING GROUP
4745 MANGELS BLVD
FAIRFIELD CA 94534
1707 30-4300
26
Enginee s Repon
Gry of Orange
Landscape Maintenance Du[ric[No. 15-1
ASSESSMENT ROLL
An Assessmem Roll (a listing of all pucels assessed within the Assessment District and the atnount
of the Assessmenc) will be filed with the City C1eck and is, by reference, made pazt of this Repoa
and is available for public inspecaon during normal office hows ax the City Hall at 300 East
C apman Avenue, Ocange, Califomia 92866.
Each lot or pucel listed on the Assessment Roll is shown and illustcaud on the latest County
Assessor records and these cecords are, by reference made part of this Report. These records shall
govem for all details conceming the descripdon of che lou or parcels.
27