Exhibit “A”
Statement of Work (continued)
5.4 COMMISSIONING PHASE: This is the startup system phase where the equipment and wiring are tested, operational parameters set and configured to ensure complete functionality. Triton coordinates operational training provided by the equipment manufacturer. The working system is delivered to the client as a fully functional and operating system. This phase includes system acceptance by the customer, as-built engineering drawings delivery, and overall technical system review. Deliverables and activities in this phase include:
5.4.1 Set equipment parameters.
5.4.2 Preliminary Tests
5.4.3 Generate Punch List
5.4.4 Inspect, Test, and Align System
5.4.5 Training Includes:
5.4.5.1 4 Hours of system and technical review for the CUSTOMER’S technical staff responsible for the maintenance and troubleshooting of the system.
5.4.5.2 Up to 4 hours of operational training for the library staff on the use of the room.
5.4.6 Deliverables
5.4.6.1 Final As-Built Engineering Drawings will be provided in both Hard and Soft Copy.
5.4.6.1.1 One set of bound notebooks(s) will be provided to house the hard copy drawings printed on 11”X17” size paper.
5.4.6.1.2 Two USB Drives with electronic copies of:
5.4.6.1.2.1 AutoCAD dwg files of the as-built drawings
5.4.6.1.2.2 Adobe pdf files of the as-built drawings
5.4.6.1.2.3 Microsoft Excel Wire List
5.4.6.2 Operational training manual on how to operate the audiovisual system.
5.4.6.3 Troubleshooting manual that goes over basic troubleshooting of the system. This will focus on the studio staff being able to troubleshoot the system, including the equipment and configuration of the equipment providing the encoding and decoding as well as frame rate and resolution conversion where applicable. This does not include detail on troubleshooting the network as this would be done by the City IT Department. This includes basic troubleshooting of the equipment used in the system.
5.4.6.4 Items delivered to the customer that were included with any new equipment.
5.4.6.4.1 Operational Manuals (if provided by manufacturer)
5.4.6.4.2 Manufacturer CD’s containing the software versions and releases installed on the equipment (if applicable)
5.4.6.4.3 Equipment accessories/options not needed during the installation.
5.4.6.4.4 Other technical information that may have been provided.
5.4.6.5 Our System Warranty is included from the sign off date for one year. Please review this at the end of our proposal because this does not include any maintenance.
5.4.7 Project Sign Off from Client
Exhibit “A”
Statement of Work (continued)
5.5 VENDOR TERMS AND CONDITIONS:
5.5.1 All existing equipment is in working order. Triton does not include any time to troubleshoot the existing equipment. It is the city’s responsibility to troubleshoot, repair or replace any existing equipment
5.5.2 It is the city’s responsibility to provide network security design, and/or Active Directory Authentication to any network devices as part of the system.
5.5.3 We will have access to the space for a total of three consecutive weeks during normal business hours. Triton will work with the city when the installation and commissioning work needs to be completed in the Tower and Council Chamber. Shepard Hall will not be able to accommodate any meetings during this period and Triton must have full access to the room. Triton cannot be kicked out of the space for any meetings or city use during this period.
5.5.4 The city is to provide clear cable pathways utilizing, conduit, ladder, or other methods. Triton will collaborate with the client to identify what is required.
5.5.5 Triton does not perform any high voltage electrical as we do not have a C10 Contractor's license, nor does Triton install any new conduit pathways for low voltage cabling. This is provided by the client or their electrician.
5.5.6 All acoustic, high voltage electrical, mechanical, and civil engineering is provided by others.
5.5.7 Triton Technology Solutions assumes that City staff including the Production Manager, Library Staff and all other staff who have input on the design will be available to answer questions during all phases of this project.
EXHIBIT “B”
PAYMENT TERMS
1. Progress Authorization
W
ritten authorization to proceed from the City authorizes the Consultant to generate the fixed-price not-to
-ex
ceed, cost of one hundred eighty-nine thousand ninety-six dollars and seventy-seven cents ($189,096.77) in fees for all work.
1.1 Payment Terms: Payment terms for this project are as follows:
1.1.1 Equipment and Installation Materials:
1.1.1.1 - 50% deposit for the Intent Digital items only will be invoiced at the time of order with payment due in Net 39 days.
1.1.1.2 - 50% deposit for the Intent Digital items only will be invoiced prior to shipment with payment due prior to equipment shipping.
1.1.1.3 All other equipment and installation materials to be invoiced once shipped to your warehouse, or Triton’s, whichever occurs first with payment due in Net 30 days
1.1.2 Labor: Labor to be invoiced with payment due in Net 30 days at the following milestones:
1.1.2.1 - 5% to be invoiced at the time of kick off meeting.
1.1.2.2 - 5% to be invoiced when the first conceptual drawing is delivered for review.
1.1.2.3 - 10% to be invoiced when the first single line drawing is delivered for review.
1.1.2.4 - 30% to be invoiced at the completion of the 1st week onsite during installation
1.1.2.5 - 30% to be invoiced at the completion of the 2nd week onsite during installation.
1.1.2.6 - 10% to be invoiced at the completion of training.
1.1.2.7 - 10% to be held in retention until delivery of as-built documentation
1.1.3 Master Service and Support Agreement: The pricing for the agreement is $23,500.00. The cost of the Master Service and Support Agreement has been remove d from this Agreement because it will be the subject of a separate agreement contracted and executed at the time of the project sign off.
2. Table 2: Cost Summary
2.1 Shepard Hall Installation Materials and Labor Costs: Installation of an audiovisual system solution in Shepard Hall that integrates with the Tower Studio, the Dante Studio software and its integration with Council Chambers. The audiovisual system costs include the system components and services specified in Table 2 below:
2 Shepard Hall Installation Cost Summary
ITEM DESCRIPTION COST
2.1 Shepard Hall: Audiovisual System Equipment $81,920.00
2.2 Installation Materials: non-plenum cables, connectors, rack screws, solder, labels, tie wraps, and other consumables required for this project. $7250.00
2.3 Labor costs include design, installation and commissioning $78,600.00 5% Contingency $9,563.50
Ground Freight $2,869.05
Taxes $8,890.22
CA e-Waste Recycle Fee $4.00
TOTAL $189,096.77
EXHIBIT “B”
PAYMENT TERMS (continued)
3. Table 3: Cost: Audiovisual System Equipment Bill of Materials
3.1 Shepard Hall Audiovisual System Equipment Bill of Materials: The Bill of Materials (BOM) details the cost of the audiovisual equipment to be included in the audiovisual system solution in Shepard Hall. The exact equipment used in the solution may vary, depending on the optimal solution agreed upon during the design verification process with the City’s project team and the Consultant (Triton Technology Solutions Inc). Equipment cost is specified in Table 3 below:
3 Shepard Hall Audiovisual System Equipment BOM
ITEM QTY DESCRIPTION COST EXTENDED
3.1 Council Chambers Interconnection Link
3.1.1 4 MXnet 1G Evolution II Encoder with Dante $787.00 $3,148.00
3.1.2 5 MXnet 1G Evolution II Decoder with Dante $787.00 $3,935.00
3.1.3 4 AJA ROI-HDMI Scan converter $1,050.00 $4,200.00
3.1.4 1 AJA ROI-SDI Scan converter $1,050.00 $1,050.00
3.1.5 1 MD-QUAD Mini 3G/HD/SD-SDI quad split multiviewer w/ HDMI $1,346.00 $1,346.00
3.1.6 1 17.3in Pull-out 1 RU rack mount HDMI monitor $707.00 $707.00
3.2 Audio & Video System
3.2.1 2 MXW2X/SM86 Rechargeable handheld transmitter $525.00 $1,050.00
3.2.2 2 MXW1X hybrid bodypack transmitter $451.00 $902.00
3.2.3 1 MXW8X desktop base transmitter $516.00 $516.00
3.2.4 1 Microflex 15-in Modular gooseneck microphone $150.00 $150.00
3.2.5 1 Access point transceiver w/ 8 wireless channels for:
MXW neXt wireless transmitters $3,025.00 $3,025.00
3.2.6 1 Networked docking station for:
MXW, neXt bodybpack, handheld and boundary transmitters $736.00 $736.00
3.2.7 1 Networked docking station for:
MXW, neXt gooseneck boundary transmitters only $818.00 $818.00
3.2.8 1 DuraPlex DH5 Wireless headset microphone $306.00 $306.00
3.2.8 4 Pro series PS-C63RTLP Low profile in-ceiling speakers (pairs) $325.00 $1,300.00
3.2.8 1 Large flex bracket (set of 10) $100.00 $100.00
3.2.9 2 PS-C83RWT In-ceiling woofer $350.00 $700.00
3.2.10 1 CONNECTSERIES 354D 4-channel amplifier $1,932.00 $1,932.00
3.2.11 1 CBOX multicast router for A/V data management $412.00 $412.00
3.2.12 3 MXnet 1G Evolution II Encoder with Dante $787.00 $2,361.00
3.2.13 1 MXnet 1G Evolution II Wall Plate Encoder (WHITE) $787.00 $787.00
3.2.14 3 MXnet 1G Evolution Decoder with Date $787.00 $2,361.00
3.3 PTZ Cameras
3.3.1 3 Panasonic 4K/30P Ultra quiet PTZ camera, ceiling mounted $3,267.00 $9,801.00
3.3.2 1 Panasonic PTZ Remote controller $2,384.00 $2,384.00
3.3.3 1 Sliding rack shelf with stay open latch $173.00 $173.00
3.4 DVD/ Blu-Ray Player
3.4.1 1 1U Rackmount 4K UHD Blu-ray/DVD/CD/SD/USB Multimedia player with external remote control support $586.00 $586.00
3.5 HDMI Switcher/ Visual Touch Panel
3.5.1 1 Intent Digital Manufacturer Support Services $11,738.00 $11,738.00
3.5.2 1 VoteLynx 10.2in Wall mount touch panel Controller Includes:1280x800 resolution, USB extender and in-wall mount $3,500.00 $3,500.00
3.5.3 1 Global Cache PoE Ethernet serial module $217.00 $217.00
3.5.4 1 Global Cache PoE Ethernet relay module $194.00 $194.00
3.5.5 1 VoteLynx XLG Control Software support, one year renewable $1,250.00 $1,250.00
3.6 Wall Ports & Testing Structured Cabling
3.6.1 1 USB3.2 Gen 1 Extender host wall plate $262.00 $262.00
3.6.2 1 INT-USB3-C USB3.2 Gen 1 Extender client $249.00 $249.00
3.6.3 1 16U x 19in D Pull & Turn AV Rack $674.00 $674.00
3.7 MS Teams Certified Room & Zoom Compatibility
3.7.1 1 TesiraFORTE X 1600 Meeting Room DSP w/ 4 integrated PoE+ ports; AVB w/ Dante, 2x2 analog I/O, Stereo USB &
16 channels of AEC $4,470.00 $4,470.00
3.7.2 2 TCM-X: AVB low-profile ceiling microphone for Tesira systems $1,513.00 $3,026.00
3.7.3 2 Expansion AVB Beamtracking, surface mount ceiling mic (WHITE) $964.00 $1,928.00
3.7.4 1 Hole saw & driver for installing TCM-X ceiling microphones $32.00 $32.00
3.7.5 1 Rack shelf for TesiraFORTE X 1600 $110.00 $110.00
3.8 Wireless Presentation System Supporting Airplay & Miracast
3.8.1 1 Barco CX-50 ClickShare Gen 2 Wireless collaboration system; Compatible with Windows, macOS, iOS and Android $3,364.00 $3,364.00
3.8.2 1 4K BYOD/BYOM for large rooms 3-host switcher for USB/HDMI devices w/ extension $1,856.00 $1,856.00
3.8.3 1 USB3.2 Gen 1 Extender Host Wall Plate $262.00 $262.00
3.8.4 1 INT-USB3-C USB3.2 Gen 1 Extender client $249.00 $249.00
3.8.5 1 HD/SD USB 3.0 Capture Device for Mac/ Windows/ Linux with HDMI input; Bus Powered, No driver software necessary $370.00 $370.00
3.9 UPS & PDU
3.9.1 Lowell PDU with 7 (15A) outlets, surge suppression, network interface, charging ports (front) $383.00 $383.00
3.9.2 Lowell UPS9LI high-performance online UPS w/ lithium-ion batteries. $3,000.00 $3,000.00
3.10 Customer Furnished Equipment
3.10.1 1 PRO L1300U Projector $0.00 $0.00
3.10.2 1 Projector Screen $0.00 $0.00
3.10.3 1 Computer $0.00 $0.00
3.10.4 2 Network switch (Library and Tower Studio) $0.00 $0.00
3.10.5 1 Network Switch (City Hall Network Closet) $0.00 $0.00 TOTAL $81,920.00
I. Invoice procedure.
Consultant shall submit invoice in accordance with the Payment Terms (1.1 Payment Terms) specified in Exhibit B after receiving written acceptance from the City for the project scope items being invoiced. Invoice will be paid in full at project completion with Net 30 payment terms.
II. If Consultant’s response to the City’s RFP or RFQ is attached, all terms other than those concerning the Consultant’s billing rates are null and void.
EXHIBIT “C”
INSURANCE REQUIREMENTS
Consultant shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by the Consultant, his/her agents, representatives, or employees. If the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or higher limits maintained by the Consultant.
A. Minimum Scope of Insurance
Coverage shall be at least as broad as:
1. Insurance Services Office Commercial General Liability coverage (occurrence form CG 0001), including products and completed operations, property damage, bodily injury and personal & advertising injury.
2. Insurance Services Office Business Auto Coverage Form Number CA 00 01 covering any auto (Code 1), or if Consultant has no owned autos, covering hired (Code 8) and non-owned autos (Code 9).
3. Workers' Compensation insurance as required by the State of California and Employer's Liability Insurance.
4. Errors and Omissions liability insurance appropriate to the Consultant's profession. Architects' and engineers' coverage is to be endorsed to include contractual liability.
B. Minimum Limits of Insurance
Consultant shall maintain limits no less than:
1. General Liability - $2,000,000 per occurrence for bodily injury, personal injury and property damage. If Commercial General Liability Insurance or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit.
2. Automobile Liability - $1,000,000 per accident for bodily injury and property damage.
3. Workers’ Compensation: Statutory limits.
4. Employer's Liability - $1,000,000 per accident for bodily injury or disease.
5. Errors and Omissions Liability - $1,000,000 per occurrence or claim, $2,000,000 aggregate.
C. Self-insured Retentions
Self-insured retentions must be declared to and approved by the City. The City may require the Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration and defense expenses within the retention.
D. Other Insurance Provisions
The liability policies are to contain, or be endorsed to contain, the following provisions:
1. The City, its officers, officials, employees and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts or equ ipment furnished in connection with such work or operations. General liability coverage can be provided in the form or an endorsement to the Consultant’s insurance (at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38 and CG 20 37 forms if later revisions are used).
2. For any claims related to this project, the Consultant's insurance coverage shall be primary insurance coverage at least as broad as ISO CG 20 01 04 13 as respects the City, its officers, officials, employees and volunteers. Any insurance or self -insurance maintained by the City, its officers, officials, employees or volunteers shall be excess of the Consultant's insurance and shall not contribute with it.
3. Each insurance policy required by this clause shall be endorsed to state that coverage shall not be canceled or reduced, except with notice stating the title of this contract to the City. All notices provided pursuant to this Agreement shall be given to the City representative listed for notice in this agreement and shall specify the title of this Agreement. Notice may be given by overnight mail, facsimile with confirmation of receipt, or certified mail with return-receipt requested.
4. Consultant hereby grants to City a waiver of any right to subrogation which any insurer of said Consultant may acquire against the City by virtue of the payment of any loss under such insurance. Consultant agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer.
5. If any of the required policies provide claims-made coverage:
a. The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work.
b. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work. c. If coverage is canceled or non -renewed, and not replaced with
another claims-made policy form with a Retroactive Date prior to the contract effective date, the Consultant must purchase “extended reporting” coverage for a minimum of five (5) years after completion of work.
E. Acceptability of Insurers
Insurance is to be placed with insurers with a current A.M. Best's rating of no less than A:VII, unless otherwise acceptable to the City.
F. Verification of Coverage
Consultant shall furnish the City with original certificates and amendatory endorsements of the applicable policy language effecting coverage required by this clause. All certificates and endorsements are to be received and approved by the City before work commences.
However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant’s obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements effecting the coverage required by these specifications at any time.
G. Special Risks or Circumstances
The City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.
EXHIBIT “D”
PREVAILING WAGE REQUIREMENTS FOR MAINTENANCE WORK, DESIGN AND
PRECONSTRUCTION PHASES OF CONSTRUCTION, AND INSTALLATIONS
The terms of this Agreement apply to all public works projects for over $1,000.
For purposes of this Exhibit, “Public Works” includes any project of a type defined in California Labor Code section 1720 when paid for in whole or in part by public funds. These projects include:
construction, alteration, demolition, installation, or repair work done under contract. For purposes of this definition, "construction" includes work performed during the design, site assessment, feasibility study, and other preconstruction phases of construction, including, but not limited to, inspection and land surveying work, regardless of whether any further construction work is conducted, and work performed during the postconstruction phases of construction, including, but not limited to, all cleanup work at the jobsite. For purposes of this definition, "installation" includes, but is not limited to, the assembly and disassembly of freestanding and affixed modular office systems.
Pursuant to California Labor Code sections 1720 and 1771, construction, alteration, demolition, installation, repair and maintenance work performed under this Agreement is subject to State prevailing wage laws. State prevailing wage laws require certain provisions be included in all contracts for public works. The Contractor and any subcontractors shall comply with all applicable State prevailing wage laws, whether included in this agreement or inadvertently omitted, including but not limited to the requirements listed below:
1. Compliance with Prevailing Wage Requirements. Pursuant to California Labor Code sections 1720 through 1861, the Contractor and all subcontractors shall ensure that all workers who perform work under this Agreement are paid not less than the prevailing rate of per diem wages as determined by the Director of the California Department of Industrial Relations (DIR). This includes work performed during the design, site assessment, feasibility study, and other preconstruction phases of construction, including but not limited to inspection and land surveying work, regardless of whether any further construction work is conducted, and work performed during the post- construction phases of construction, including but not limited to all cleanup work at the jobsite.
1.1. Copies of such prevailing rate of per diem wages are on file at the City Public Works Department and are available for inspection to any interested party on request. Copies of the prevailing rate of per diem wages also may be found at
http://www.dir.ca.gov/OPRL/DPreWageDetermination.htm. The Contractor and all subcontractors shall post a copy of the prevailing rate of per diem wages determination at each job site and shall make them available to any interested party upon request.
1.2. The wage rates determined by the DIR refer to expiration dates. If the published wage rate does not refer to a predetermined wage rate to be paid after the expiration date, then the published rate of wage shall be in effect for the life of this Agreement. If the published wage rate refers to a predetermined wage rate to become effective upon expiration of the published wage rate and the predetermined wage rate is on file with the DIR, such predetermined wage rate shall become effective on the date following the expiration date and shall apply to this Agreement in the same manner as if it had been published in said publication. If the predetermined wage rate refers to one or more additional expiration dates with additional predetermined wage rates, which expiration dates occur during the life of this Agreement, each successive predetermined wage rate shall apply to this Agreement on the date following the expiration date of the previous wage rate. If
the last of such predetermined wage rates expires during the life of this Agreement, such wage rate shall apply to the balance of the Agreement.
2. Penalties for Violations. The Contractor and all subcontractors shall comply with California Labor Code section 1775 in the event a worker is paid less than the prevailing wage rate for the work or craft in which the worker is employed. This shall be in addition to any other applicable penalties allowed under California Labor Code sections 1720 through 1861.
Payroll Records. The Contractor and all subcontractors shall comply with California Labor Code section 1776, which generally requires keeping accurate payroll records, verifying and certifying payroll records, and making them available for inspection. The Contractor shall require all subcontractors to also comply with section 1776. The Contractor and all subcontractors shall furnish records specified in section 1776 on a monthly basis, both to the City and directly to the Labor Commissioner in the manner required by California Labor Code section 1771.4. The Contractor shall ensure its subcontractors prepare and submit payroll records to the City and the DIR as required by this section. The City may require the Contractor and its subcontractors to prepare and submit records specified in section 1776 to the City and the Labor Commissioner on a weekly basis, at no additional cost to the City.
3. Apprentices. The Contractor and all subcontractors shall comply with California Labor Code sections 1777.5, 1777.6 and 1777.7 concerning the employment and wages of apprentices. The Contractor is responsible for compliance with this section for all apprenticeable occupations pursuant to California Labor Code section 1777.5(n).
4. Working Hours. The Contractor and all subcontractors shall comply with California Labor Code sections 1810 through 1815, including but not limited to: (i) restrict working hours on public works contracts to eight hours a day and forty hours a week, unless all hours worked in excess of 8 hours per day are compensated at not less than 1½ times the basic rate of pay; and (ii) specify penalties to be imposed on contractors and subcontractors of $25 per worker per day for each day the worker works more than 8 hours per day and 40 hours per week in violation of California Labor Code sections 1810 through 1815.
5. Required Provisions for Subcontracts. The Contractor shall include, at a minimum, a copy of the following provisions in any contract they enter into with a subcontractor: California Labor Code sections 1771, 1771.1, 1775, 1776, 1777.5, 1810, 1813, 1815, 1860 and 1861.
6. Labor Code Section 1861 Certification. In accordance with California Labor Code section 3700, the Contractor is required to secure the payment of compensation of its employees. By signing the Agreement, to which this is an exhibit, the Contractor certifies that:
“I am aware of the provisions of Section 3700 of the California Labor Code which require every employer to be insured against liability for workers’ compensation or to undertake self- insurance in accordance with the provisions of that code, and I will comply with such provisions before commencing the performance of the work of this Agreement.”
7. Compliance Monitoring and Enforcement. This project is subject to compliance monitoring and enforcement by the DIR. The City must withhold contract payments from the Contractor as directed by the DIR, pursuant to California Labor Code section 1727.
8. Contractor and Subcontractor Registration Requirements. The Contractor and all
subcontractors shall not engage in the performance of any contract for public work, unless currently registered and qualified to perform public work pursuant to California Labor Code section 1725.5 Contractor certifies that the Contractor has verified that all Contractor and all subcontractors (if any approved by City) used on this project are registered with the DIR in compliance with California Labor Code sections 1771.1 and 1725.5. The Contractor shall provide proof of registration for themselves and all listed subcontractors to the City at the time of signature of contract and immediately upon any changes or City’s request.
9. Stop Order. Where a contractor or subcontractor engages in the performance of any public work contract without having been registered in violation of California Labor Code sections 1725.5 or 1771.1, the Labor Commissioner must issue and serve a stop order prohibiting the use of the unregistered contractor or subcontractor on ALL public works until the unregistered contractor or subcontractor is registered. Failure to observe a stop order is a misdemeanor.
COUNCIL AGENDA REPORT
TO: Mayor and City Council
FROM: David W. Rowlands, City Manager
DATE: May 6, 2025
SUBJECT: Adoption of a Resolution Awarding a Professional Services Agreement to MGT Impact Solutions, LLC
Description:
The City Council will consider approving the award of a Professional Services Agreement to MGT Impact Solutions, LLC for a comprehensive classification and compensation study.
Environmental Notice: The activity is not a “Project” as defined under Section 15378 of the California Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3) no environmental review is required.
RECOMMENDATION:
Adopt a Resolution awarding a Professional Services Agreement to MGT Impact Solutions, LLC for a comprehensive classification and compensation study.
BACKGROUND:
A comprehensive review of classification and compensation across the City is necessary due to naturally occurring changes in the labor market, regulator y requirements, and organizational needs to ensure market and internal alignment, to simplify and clarify classification structures, and to develop up -to-date classification descriptions that are legally compliant, reflective of contemporary standards, and accurately reflect current roles, responsibilities, duties, and qualifications.
DISCUSSION:
On January 31, 2025 , the City posted a formal request soliciting proposals for a comprehensive classification and compensation study. The aim of this study is to ensure the City’s classification system and pay structures are competitive, fair , and in line with the City’s strategic objectives of attracting and retaining skilled employees to serve our community. A selection committee and various labor partners parti cipated in viewing proposal presentations. MGT Impact Solutions , LLC was determined to have submitted the most comprehensive, cost-effective, and complete solution.
2 The City employs approximately 730 full -time and part -time benefited positions across approximately 280 job classifications. The current classification and compensation structure has been periodically reviewed and updated as a means of responding to workforce staffing needs and compensation studies.
Alternative
City Council could decide not to award this Professional Services Agreement to MGT Impact Solutions, LLC agreement leaving the City to continue to review the classification and compensation system by individual classification, which would lack a comprehensive review.
Fiscal Considerations
The cost for the project is $237,909. Funding was approved via the 2024 -2026 Budget process.
Impact to the Community
The City’s ability to attract and retain the highest caliber of employees may be impacted by ambiguous jobs and pay structure.
ATTACHMENT(S)
A. Resolution – MGT Impact Solutions
B. Professional Services Agreement
Attachment A
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF SANTA MARIA, CALIFORNIA,
AWARDING A PROFESSIONAL SERVICES AGREEMENT TO
MGT IMPACT SOLUTIONS, LLC FOR A COMPREHENSIVE
CLASSIFICATION AND COMPENSATION STUDY
WHEREAS, a comprehensive review of classification and compensation across the City is necessary due to naturally occurring changes in the labor market,
WHEREAS, the City wishes to ensure market and internal alignment, to simplify and clarify classification structures,
WHEREAS, the City received proposals from ten vendors following a competitive bid process; and
WHEREAS, following deliberations, the selection committee determined that MGT Impact Solutions, LLC submitted the most qualified, comprehensive, and complete solution.
NOW, THEREFORE, IT IS HEREBY RESOLVED by the City Council of the City of Santa Maria, California, as follows:
SECTION 1. Awarding a Professional Services Agreement for Comprehensive Classification and Compensation Study to MGT Impact Solutions , LLC for a fee of $237,909; and
SECTION 2 . Authorizing the City Manager , or designee, to execute the Professional Services Agreement upon receipt of information required by the Request for Proposal; and
SECTION 3. The Chief Deputy City Clerk is hereby authorized to make m inor changes herein to address clerical errors, so long as substantial conformance of the intent of this document is maintained. In doing so, the Chief Deputy City Clerk shall consult with the City Manager and City Attorney concerning any changes deemed necessary.
///
///
///
Attachment A
PASSED AND ADOPTED at a regular meeting of the City Council of the City of Santa Maria, California, held this 6th day of May 2025.
ATTEST:
Chief Deputy City Clerk
Mayor
APPROVED AS TO FORM:
_______________________________
City Attorney
APPROVED AS TO FORM:
_______________________________
Department Director
_______________________________
City Manager
Attachment B
Atty. Rev. 2021
AGREEMENT FOR PROFESSIONAL SERVICES
This Agreement is made on May 7, 2025 , by and between MGT Impact Solutions, LLC , a Florida L imited Liability Company (“Contractor”) and the City of Santa Maria , a California Municipal Corporation and charter city (“Cit y”), in Santa Maria, California, based on the following recitals:
1. The City desires to retain a qualified firm to provide a Comprehensive Classification and Compensation Study.
2. The Consultant has extensive experience successfully performing public sector classification and compensation studies throughout the United States.
NOW, THEREFORE, IT IS AGREED:
1. Recitals true. The above recitals are true.
2. General.
2.01. Term and Termination. The term of this contract is one year, beginning on the date first written above. This contract may be extended by mutual consent of the parties.
This contract may be terminated for breach of its terms or conditions, or because of discovery of any act which violates local, state or federal law. Termination is effective 14 days after deposit of notice as specified in this Agreement.
2.02. Services to be Performed. Contractor shall determine the method, details and means of providing consulting services. More specifically, Contractor agrees to perform the specific services listed in Exhibit “A.”
2.03 City’s Duties. City’s duties under this Agreement are to cooperate with Contractor in the performance of the contract and timely pay invoices.
2.04. Payment. Payment terms under this Agreement are listed in Exhibit “B.”
2.05. Insurance. Contractor shall provide insurance as listed in Exhibit “C.”
2.06. Exhibits. Exhibits “A,” “B,” and “C” are attached and incorporated.
3. Contractor’s Obligations.
3.01. Minimum Amount of Service. Contractor shall devote sufficient time to perform services under this agreement efficiently and effectively. Contractor may represent, perform services for and be employed by additional individuals or entities, in Contractor’s sole discretion, as long as the performance of these extra -contractual services does not interfere with or present a conflict with City's business.
3.02. Tools and Equipment. Except as otherwise stated in this Agreement, Contractor will supply all tools and equipment necessary to perform this Agreement.
3.03. Status. Contractor (including its employees) is an independent contractor.
No employer/employee relationship exists between Contractor and the City. Contractor's assigned personnel shall not be entitled to any benefits payable to employees of the City.
The City is no t required to make any deductions or withholdings from the compensation payable to Contractor under this agreement.
3.04. Indemnification. To the fullest extent permitted by law, the Contractor shall indemnify, defend (with independent counsel approv ed by the City) and hold harmless the City, and its directors, officers, and employees from and against all liabilities (including without limitation all claims, losses, damages, penalties, fines, and judgments, associated Attachment B
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investigation and administrative expenses, and defense costs, including but not limited to reasonable attorneys’ fees, court costs and costs of alternative dispute resolution) regardless of nature or type that arise out of, pertain to, or relate to the negligence, reckless, or willful misconduct of the Contractor or the acts or omissions of an employee, agent or subcontractor of the Contractor. The provisions of this paragraph survive completion of the services or the termination of this contract. The provisions of this Section are not l imited by the provisions of the Section relating to insurance
4. Miscellaneous
4.01. Notices. All communication relating to the day -to-day activities of this Agreement shall be exchanged between a designated representative of the CITY and a representative of CONTRACTOR , listed below . All notices shall be addressed as follows unless a written change is filed with the City:
To City: To Contractor:
Attn.Graciela Reynoso, Chief HR Officer Attn: Sheena Horton City of Santa Maria MGT Impact Solutions
110 East Cook Street, Room 4320 West Kennedy Boulevard
Santa Maria, CA 93454 Tampa, FL 33609
(805) 925-0951 Extension 2398 (850) 296-7143
If the designated Representative or address of either party changes during the term of this agreement, a writ ten notice shall be given to the other party prior to the effective date of change. Any written notices required under this agreement shall be effective five (5) days after deposit into United States mail, postage prepaid, addressed to the designated Representative, or upon confirmation of receipt of delivery if another notification process is used.
Any notices related to the contract shall be sent to the
To City: To Contractor:
Attn.Graciela Reynoso, Chief HR Officer Attn: Contracts Department City of Santa Maria MGT Impact Solutions 110 East Cook Street, Room 4320 West Kennedy Boulevard Santa Maria, CA 93454 Tampa, FL 33609 (805) 925-0951 Extension 2398 (850) 296-7143 [email protected] [email protected]
4.02. Compliance With Laws, etc. Contractor shall comply with all laws, including but not limited to the rules and policies of the City, in performing this agreement.
4.03. Integration. This agreement constitutes the entire agreement of the parties with respect to the subject matter. All modifications, amendments, or waivers of the terms of this agreement must be in writing and signed by the appropriate representatives of the parties.
4.04. Interpretation. This agreement shall be interpreted in accordance with the laws of the State of California.
4.05. Jurisdiction. Jurisdiction and venue of all disputes over the terms of this agreement shall be in the County of Northern Santa Barbara, State of California.
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4.06. Warranty of authority. Each person signing this agreement on behalf of a party warrants that he or she has authority to do so.
4.07. No Waiver. Failure to enforce with respect to a default shall not be construed as a waiver.
4.08. Severability. The provisions of this agreement are severable. If any part of this agreement is held invalid by a court of competent jurisdiction, the remainder of the agreement shall remain in full force and effect unless amended or modified by mutual written consent of the parties.
4.09. Submittals. In addition to any other submittals required by this agreement, Contractor shall submit copies of its current business license and current certificate of workers compensation coverage to the City before beginning work on this project.
4.10 Prevailing Wage. Prevailing Wage. If applicable, Contractor and all subContractors are required to pay the general prevailing wage rates of per diem wages and overtime and holiday wages determined by the Director of the Department of Indus trial Relations under Section 1720 et seq. of the California Labor Code. The Director's determination is on file and open to inspection at www.dir.ca.gov and is referred to and made a part hereof; the wage rates therein ascertained, determined and specifi ed are referred to and made a part hereof as though fully set forth herein.
IN WITNESS WHEREOF , this agreement is executed by the parties on the date first written above.
MGT Impact Solutions, LLC
___________________________
A. TREY TRAVIESA
Chief Executive Officer
CITY OF SANTA MARIA, a political
subdivision of the State of
California
DAVID W. ROWLANDS
City Manager
ATTEST:
__________________________
DONNA G. SCHWARTZ, CMC
Chief Deputy City Clerk
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APPROVED AS TO FORM
City Attorney
Risk Manager
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EXHIBIT “A”
1. CONDUCT INITIAL MEETING AND FINALIZE PROJECT DETAILS
OBJECTIVE(S) PROJECT DELIVERABLE(S)
To conduct introductions of the project
teams and to establish roles and
responsibilities for the project.
To gain a comprehensive and mutual
understanding of the project’s
background, goals, and scope.
To discuss the strengths and limitations
of the current system.
To identify specific needs or concerns,
strategies, and the level of staff
involvement needed for input and data
gathering during the study.
To modify, if needed, and agree upon a
work plan, timeline, deliverables, and
monitoring procedures for the study.
Kick-off meeting.
Data Request Checklist.
Updated work plan and timeline.
Work Activities
1.1 Meet with the designated Project Officer and key client staff members (as appropriate) to accomplish the following:
Conduct team introductions and establish roles and responsibilities during the study. Review the technical approach and work plan to make any necessary modifications. Finalize the project schedule.
Discuss the project’s background, strengths and limitations of the current system, and key desired outcomes.
Identify key stakeholders and degree of involvement and communications. Determine how and when to best communicate project activities with the Project Officer, the City’s staff, and administration, as appropriate.
1.2 Review the Data Requests Checklist to obtain relevant existing reports and data, including but not limited to:
Current job descriptions with detailed accounts of primary duties, responsibilities, and minimum requirements, as available.
Organizational charts detailing position titles and supervisory authorities. Current pay plan(s) with position assignments
Existing related policies that relate to recruitment, retention, position creation or reclassification, position placement, and compensation administration and maintenance. Current employee data for calculating implementation cost estimates, such as current position title, department, hire date, position date, and current salary/wage. Any previous studies, evaluations, or other reports applicable to this project.
1.3 Provide an updated and finalized work plan, timeline, and deliverables list to the Project Officer.
2. IMPLEMENT A COMMUNICATIONS STRATEGY
OBJECTIVE(S) PROJECT DELIVERABLE(S)
To establish a communications strategy
for key stakeholders to introduce the
study and provide information regarding
study goals and objectives at the
Study Announcement template
Customized Frequently Asked Questions
(FAQ) document.
Virtual orientation presentation, if desired.
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beginning of the process.
To provide supplemental materials to
support communications with staff.
To establish a strategy and expectations
for communicating project status updates
and involvement in key decisions to the
Project Officer and other key staff during
the study.
Communications plan for status updates.
Work Activities
2.1 Identify with the Project Officer the key stakeholder groups for the study and determine their degree of involvement and communication needs. This includes employees at large for announcing the study, and for key stakeholders who may need to be included in project status updates or key decision-making points.
2.2 Establish a communications strategy with the Project Officer regarding communicating the study’s goals, objectives, anticipated outcomes, and participation expectations for employees in data collection activities. This may include a Study Announcement template and/or Study FAQ sheet provided to the Project Officer to share with employees, or a virtual or recorded orientation presentation provided by MGT.
2.3 Identify any critical issues and resolve and/or prepare a strategy for addressing critical issues.
2.4 Agree upon, and document, future communication expectations, including periodic update meetings and project status updates with the Project Officer and other key staff, as well as any additional meetings to present the final report to designated stakeholders.
3. REVIEW EXISTING DATA AND THE CURRENT SYSTEM
OBJECTIVE(S) PROJECT DELIVERABLE(S)
To obtain and perform a comprehensive
review of current data and system
documentation.
To review the current job descriptions for
employees.
To review related compensation
administration policies and the factors
currently used in determining pay grade or
salary level.
To review the current compensation
philosophy documentation, if available, or
to discuss compensation goals relative to
market standing.
Data cleaning, conversions, and
organization, as needed.
Assessment of current data and system
documentation.
Development of Study Main File (Excel
format).
Work Activities
3.1 Obtain, clean, organize, and evaluate current data and system documentation.
3.2 Review current pay ranges and plan construction, including job placements in the existing system using current job description data, policy information, employee longevity, and other relevant data.
3.3 Request and verify data for each employee, including but not limited to, name, current salary, years of service, rank in the organization, and assigned department. Develop Study Main File to use during the study as a repository for employee information and related market data, analyses, and cost reports.
3.4 Note initial observations and potential issues to be resolved.
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4. DISCUSS AND DEVELOP A COMPENSATION PHILOSOPHY
OBJECTIVE(S) PROJECT DELIVERABLE(S)
To hold discussion sessions with key
stakeholders to discuss and identify
compensation goals.
To develop, in collaboration with the City,
a Compensation Philosophy statement.
Philosophy development virtual sessions.
Compensation Philosophy Statement.
Work Activities:
4.1 In collaboration with the Project Officer, identify and confirm which key stakeholders need to be included in the Compensation Philosophy statement development sessions.
4.2 Schedule initial Compensation Philosophy development session with identified stakeholders to discuss the purpose of developing a Compensation Philosophy statement and to detail key steps in the process, including key considerations and questions to guide the process.
4.3 Hold and facilitate Compensation Philosophy discussion session(s) to determine the City’s key compensation goals, to discuss objectives of the statement and what will be included and excluded, and to review the organization’s mission and vision to reaffirm Compensation Philosophy ideals.
4.4 Draft a sample Compensation Philosophy statement and work in tandem with key stakeholders to refine the statement.
Complete revisions as needed and submit the final draft of the Compensation Philosophy Statement to the City.
5. GATHER EMPLOYEE INPUT AND JOB DATA FOR ANALYSIS
OBJECTIVE(S) PROJECT DELIVERABLE(S)
To administer MGT’s MIP survey, if
desired, to supervisory employees to
identify compensation and classification
concerns for specific positions.
To administer MGT’s JCQ, as needed, to
employees to collect job data for analysis.
To review collected survey data and
related information.
Administration of MGT online surveys, as
appropriate (MIP, JCQ).
Survey status updates.
Analysis of collected input and job data.
MIP Results Summary Report.
JCQ Data Output File copy.
Work Activities
5.1 Determine, in collaboration with the Project Officer, survey needs relative to supervisor input and updated job data collection.
5.2 Work with the Project Officer to modify and administer the MIP survey to supervisory employees included in this engagement. The MIP online survey (found in Appendix A) serves two major purposes: 1) to offer supervisory employees the opportunity to briefly express their concerns regarding the current compensation and classification system, as well as organizational structure, to the project team; and 2) to identify key areas of focus to set the analysis and review process in the proper direction. This includes identifying positions that may have outdated job descriptions or position titles, recruitment or retention concerns, exemption status issues, or concerns relative to present pay assignments.
5.3 Work with the Project Officer to identify and administer the JCQ to employees included in this engagement as needed. The JCQ online survey (found in Appendix B) is used to capture specific job data on factors such as primary duties, education requirements, experience requirements, financial authority, job complexity, decision-making authority, specific knowledge, skills, and abilities, physical demands, and work environment (i.e., FLSA and ADA requirements). The JCQ may be utilized to gather partial or full job data from employees, or to provide supervisors the opportunity to provide job data on positions under their authority in cases where there are no incumbents or there are minimal differences between the updates and Attachment B
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current job descriptions. MGT tailors the use of the JCQ process to gather any necessary data for study analyses while minimizing interruptions to employees’ daily work routines.
5.4 Provide regular status updates on survey progress to the Project Officer.
5.5 Review the MIP surveys completed by administrators, managers, and supervisors to identify concerns regarding position levels and descriptions, organizational structure, and other issues as needed. Develop and provide a summary report of MIP data collected to the Project Officer.
5.6 Review the results from the JCQ data collection and conduct data cleaning as needed to prepare data for analyses. Prepare and share a copy of the JCQ Data Output file with the Project Officer.
6. IDENTIFY RECRUITMENT MARKET(S) AND CONDUCT MARKET SURVEY(S)
OBJECTIVE(S) PROJECT DELIVERABLE(S)
To identify the appropriate market
data sources and recruitment
market(s) for positions included in the
study.
To determine appropriate public
and/or private organizations to use for
benchmark comparisons.
To select sample benchmark
positions that meet the approval of
the Project Officer and are
appropriate to use in conducting a
market survey.
To administer MGT’s Custom Market
Survey to gather market data for
comparisons.
Market data source(s) identified.
Recruitment market(s) identified.
Creation and administration of market
survey(s).
Survey status updates.
Review of survey results.
Work Activities
6.1 Identify appropriate data sources and recruitment markets for benchmarking positions. Data sources may include:
Data gathered through MGT’s Custom Market Survey from comparable organizations for a sample of the City’s positions.
Salary.com CompAnalyst’s employer-reported market data, updated monthly, which is designed to support unique situations, such as hybrid positions. CompAnalyst data can be controlled for geographic area, industry, and/or organizational full time equivalent (FTE) or budget size. This data source may be utilized to address gaps in peer data responses from the Custom Market Survey and to provide additional data verification for gathered market survey data.
Additional market survey data provided by the City.
6.2 Work with the Project Officer to identify appropriate public and/or private organizations that offer comparable employment opportunities to use for benchmark comparisons. Market levels may include the City -recommended local jurisdictions at the state, county, town, or other locality level. Additional regional and national benchmarks may be included for more uniquely competitive positions, such as senior leadership/executive roles. The Market Survey will include up to eight comparison agencies, as well as those agencies designated by the City for the Park Services Officer Series and Utilities / Landfill positions for comparisons. Consideration will be given to the following criteria:
Geographic Area (Location). The geographical scope of the labor market survey (i.e., local, statewide, regional, or national areas).
Service Structure. Organizations with comparable jobs and similar organizational structure and economic characteristics.
Size. Comparability of organizational size (measured through number of management and non- management positions, budget, population served, etc.).
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6.3 Review and select an appropriate sample of the City’s positions (up to 50% of those included in the study’s scope, as appropriate) to benchmark to the data collected through MGT’s Custom Market Survey. The sample benchmarks selected for the market survey should be based on the following criteria:
Be reasonably well-known and concisely described.
Have a clear and identifiable relationship with other positions in their occupational group to ensure they will serve as a good reference point in relating and establishing salaries for other positions within their job category.
Be representative of the various functional areas, job categories, and pay levels. Be directly affected by the selected comparable organizations relative to recruitment and retention challenges (i.e., identified as hard-to-recruit or highly competitive positions).
6.4 Prepare and administer MGT’s Custom Market Survey. Includes providing survey status updates to the Project Officer and conducting online research and outreach to non-responsive organizations. Survey will include gathering pay, benefits, and policy data.
6.5 Compile and analyze Custom Markey Survey data.
7. VALUATE AND BENCHMARK POSITIONS
OBJECTIVE(S) PROJECT DELIVERABLE(S)
To evaluate positions relative to
current job duties and qualifications to
determine appropriate job titles, FLSA
statuses, and benchmarks for market
comparisons.
Identified benchmarks, as available
and appropriate.
Job title recommendations.
FLSA status recommendations.
Work Activities
7.1 Evaluate collected job data for each position in the determination of the following:
Current primary job duties, minimum qualifications, job scope and responsibilities, level of authority, specializations, work environment, and physical requirements. Job title updates, as needed, to ensure accurate and industry-standard job titles recognizable to job candidates and reflective of the position’s function in the organization. FLSA exemption status recommendations.
Selection of appropriate benchmarks for conducting market comparisons and assessing the competitiveness of the existing pay ranges.
7.2 Review and discuss the draft recommendations regarding position titles and FLSA statuses with the Project Officer.
7.3 Share and discuss the selected benchmarks with the Project Officer, addressing any questions or outliers, and making any remaining benchmark modifications.
8. UPDATE JOB DESCRIPTIONS AS NEEDED
OBJECTIVE(S) PROJECT DELIVERABLE(S)
To review and update job
descriptions, as needed, in an
agreed upon format.
A set of updated job descriptions.
Work Activities
8.1 Review and develop an updated draft job description format, if desired. All job descriptions will be updated in Microsoft Word format.
8.2 Evaluate collected job data for each position to determine each position’s current primary job duties, minimum qualifications, job scope and responsibilities, level of authority, knowledge, skills, abilities, specializations, equipment used, and ADA characteristics of the position (i.e., physical, environmental, and sensory).
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8.3 Update job descriptions and submit copies to the Project Officer. Job descriptions will be provided as two sets: one set that includes proofreading marks denoting changes, and a clean set with all changes accepted and that are ready for use.
9. DEVELOP JOB FAMILIES, ASSIGN POSITIONS, AND PROVIDE GUIDE
OBJECTIVE(S) PROJECT DELIVERABLE(S)
To inventory current position roles and identify job family categories.
To develop and define job family categories and assign positions to appropriate categories.
To create and provide a Job Family Guide that includes an overview of the assignment process, job family
profiles, and position assignments.
Job Family
categories and
definitions.
Job Family
assignments for
positions included
in the study.
Job Family Guide.
Work Activities:
Discuss the key objectives for job family creation with the City’s Project Officer. Review current job data to compile a comprehensive list of all job roles and share with the Project Officer to confirm the list is exhaustive of all the City’s positions. Review and group positions that have similar functions, responsibilities, and skill requirements. In collaboration with the Project Officer, determine appropriate criteria for categorizing positions into job families, such as skill sets, education, experience, reporting structure, and job function. Create draft Job Family profiles that detail typical responsibilities, required skills, and potential career paths and share with the Project Officer for review and discussion. Refine and finalize Job Family categories.
Review and assign positions to job families as appropriate and share with the Project Officer for review and make any needed adjustments to assignments.
Prepare a Job Family Guide that includes an overview of the job family development and assignment process, job family profiles, and position job family assignments.
10. CONDUCT MARKET REVIEW AND DEVELOP COMPENSATION
OBJECTIVE(S) PROJECT DELIVERABLE(S)
To conduct a market review of
benchmark data in relation to the
existing system to determine
appropriate adjustments.
To conduct pay plan modeling to make
necessary adjustments to the
compensation system to reflect the
market and the City’s compensation
goals.
To determine appropriate plan/grade
assignments for positions.
Market review.
Updated compensation plan.
Position assignments.
Work Activities
10.1 Review and compare the selected benchmark data for the given positions against the current pay plan to determine appropriate plan adjustments.
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10.2 Confirm with the Project Officer and other appropriate staff the desired characteristics of the City’s updated compensation and classification system.
10.3 Develop draft pay plan models for the City’s consideration. The draft will include details regarding market point placement and the distance between grades and within the ranges between minimum and maximum salaries. The draft will provide steps for transitioning employees from their current positions and/or pay plan(s) to the proposed system. MGT will provide an updated plan that:
Reflects the City’s mission, goals, and strategic plan. Reflects the identified competitive recruitment markets. Is flexible to manage and update for ongoing maintenance and administration. Contributes to the overall efficiency and effectiveness of operations. Provides guidance for moving employees into the new structure(s). 10.4 Assign positions to the pay plan model and review position placements and hierarchies with the Project Officer and finalize.
11. GATHER DATA AND CONDUCT BENEFITS COMPARISONS
OBJECTIVE(S) PROJECT DELIVERABLE(S)
To obtain current benefits information
and review current state.
To conduct a market survey data
collection of benefits information from
comparable peer/competitor
organizations.
To conduct benefits comparisons to the
City’s benefits.
To summarize data findings and provide
recommendations for enhancing current
benefit offerings.
Review of current benefits.
Peer benefits data collection.
Benefits comparisons.
Benefits recommendations.
Work Activities:
Gather current benefits data from the City for review and to clarify any questions about the data with the Project Officer.
Identify, in collaboration with the Project Officer, comparable peer/competitor organizations to include in the Custom Market Survey and gather contact information. Prepare and administer the Custom Market Survey to gather benefits information, including conducting online market research and outreach to non-responsive organizations. Provide survey status updates to the Project Officer. Clean and summarize the benefits data collected and conduct data comparisons. Develop and share recommendations with the Project Officer. Prepare a draft benefits review report chapter
12. DEVELOP COST ESTIMATES AND IMPLEMENTATION STRATEGIES
OBJECTIVE(S) PROJECT DELIVERABLE(S)
To provide cost projections, phase-
in options, and best practice
guidance for implementing the
proposed updates.
To provide key staff any remaining
training on study files and
components.
To assist in communicating the
Cost projections.
Phase-in options.
Implementation guidance.
HR staff training on files.
Communication of study results.
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results of the classification and
compensation study to key
stakeholders.
Work Activities
12.1 Integrate employee and position data into compensation and implementation reports.
12.2 Identify the financial impact of the revised compensation system, including phase-in options.
12.3 Review the draft compensation system and financial impact with the Project Officer and other appropriate staff.
12.4 Review study results with the Project Officer and other key staff, as directed, to identify and determine options for migrating the City from its current system to the recommended system.
12.5 Provide HR staff with any remaining and needed training on the updated system and study files to support implementation.
12.6 Communicate study results to the City’s designated leadership, including staff and administration, as desired. This may include a Study Results Summary handout and/or a Final Presentation, if desired.
13. PREPARE AND SUBMIT DRAFT AND FINAL REPORTS
OBJECTIVE(S) PROJECT DELIVERABLE(S)
To provide a copy of the final Study
Main File for the City’s records and
use.
To develop and provide draft and final
reports containing a detailed narrative
about the study’s methodology, results,
implementation strategies, guidelines for
maintenance, and implementation costs.
Finalized Study Main File (Excel
format).
Draft report.
Final reports.
Work Activities
13.1 Provide a finalized copy of the Study Main File to the Project Officer. The Study Main File is provided in Excel format and includes all employee information, market data, and cost reports generated as part of the study.
13.2 Develop and provide a Draft Report to the Project Officer for review and feedback.
13.3 Complete revisions, if any and as appropriate, and prepare and provide the Final Reports. Specifically, the final report will include the following:
Overview of the study’s purpose and background.
Detailed narrative regarding the study’s methodology, processes, and data selection. Identification of the organizations surveyed and the selected benchmarks. Recommendations for classification system updates, including job titles and FLSA statuses. Detailed description of the creation and characteristics of the proposed system. Tables reflecting proposed pay plan(s) and the recommended pay ranges and salaries for each position. Cost projections to implement the recommendations, including phase-in options. Identification of outliers (i.e., employees falling above or below current proposed minimum and maximum salaries).
Guidelines for initial implementation and ongoing system maintenance and administration. Includes best practices on promotions, transfers, job analyses, and other compensation practices and policies.
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14. CONDUCT PROJECT MANAGEMENT ACTIVITIES
OBJECTIVE(S) PROJECT
DELIVERABLE(S)
To provide regular updates and engagement with the Project Officer and key stakeholders on study progress.
To identify and address any critical issues to ensure project success.
To provide oversight and management of the project team on key project activities and deliverables.
To ensure the project complies with the project’s scope, deliverables, and timeline.
Project status updates.
Project team
management.
Risk management.
Project monitoring and
control activities.
Work Activities
14.1 Provide project status updates and maintain in regular contact with the Project Officer to ensure all components of the study maintain alignment with the City’s goals and expectations for the study.
14.2 Identify and address any critical issues during the study and keep the Project Officer apprised of any concerns requiring their input or key decisions.
14.3 Maintain contact with identified stakeholder groups, as appropriate.
15. PROVIDE POST-STUDY SUPPORT
OBJECTIVE(S) PROJECT
DELIVERABLE(S)
To provide post-study consultation to address any questions regarding the study’s components and recommendations.
To provide guidance on the implementation of study
recommendations.
To provide refresher training to HR staff on the study’s files. On-call consultation
for three months
post-study up to 40
hours. (MGT
maintains ongoing
relationships with all
clients.)
Work Activities
15.1 Provide consultation to HR on the maintenance and administration of the system.
15.2 Follow up with the City’s key staff to address any questions related to system implementation.
15.3 Provide refresher training to HR staff on the study’s files, which includes file content orientation and guidance on formula calculations.
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EXHIBIT “B”
PAYMENT
I. Progress Authorization
Written authorization to proceed from the City authorizes the Consultant to generate the not - toexceed cost of Two Hundred Thirty-Seven Thousand Nine Hundred Nine Dollars ($237,909) in fees for all work.
II. Invoice procedure.
A. Payment shall be monthly of the work based on the billable charges.
B. The Consultant shall present the bill for charges from the previous month.
C. The Consultant's bill shall be substantiated by appropriate documentation, and include an itemized listing of personnel, subcontractors, and other direct costs incurred.
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D. City may withhold payment for disputed work. Payment of fees shall not constitute an acceptance of work.
III. Rates shall be billed according to Consultant’s attached fee schedule, up to the not - to-exceed amount. Work Authorized by Change Order/Amendment shall be billed at on a time and materials basis according to the attached fee schedule, unless another payment method is agreed to in writing by the City.
IV. If Consultant’s response to the City’s RFP or RFQ is attached, all terms other than those concerning the Consultant’s billing rates are null and void.
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EXHIBIT “C”
INSURANCE REQUIREMENTS
Consultant shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by the Consultant, his/her agents, representatives, or employees. If the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or higher limits maintained by the Consultant.
A. Minimum Scope of Insurance
Coverage shall be at least as broad as:
1. Insurance Services Office Commercial General Liability coverage (occurrence form CG 0001), including products and completed operations, property damage, bodily injury and personal & advertising injury.
2. Insurance Services Office Business Auto Coverage Form Number CA 00 01 covering any auto (Code 1), or if Consultant has no owned autos, covering hired (Code 8) and non-owned autos (Code 9).
3. Workers' Compensation insurance as required by the State of California and Employer's Liability Insurance.
4. Errors and Omissions liability insurance appropriate to the Consultant's profession. Architects' and engineers' coverage is to be endorsed to include contractual liability.
5. Cyber Liability Insu rance, Coverage shall be sufficiently broad to respond to the duties and obligations as is undertaken by Vendor in this agreement and shall include, but not be limited to, claims involving infringement of intellectual property, including but not limited to infringement of copyright, trademark, trade dress, invasion of privacy violations, information theft, damage to or destruction of electronic information, release of private information, alteration of electronic information, extortion and network security. The policy shall provide coverage for breach response costs as well as regulatory fines and penalties as well as credit monitoring expenses with limits sufficient to respond to these obligations.
B. Minimum Limits of Insurance
Consultant shall maintain limits no less than:
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1. General Liability - $2,000,000 per occurrence for bodily injury, personal injury and property damage. If Commercial General Liability Insurance or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit.
2. Automobile Liability - $1,000,000 per accident for bodily injury and property damage.
3. Workers’ Compensation: Statutory limits.
4. Employer's Liability - $1,000,000 per accident for bodily injury or disease.
5. Errors and Omissions Liability - $1,000,000 per occurrence or claim, $2,000,000 aggregate.
6. Cyber Liability - $2,000,000 per occurrence or claim, $2,000,000 aggregate.
C. Self-insured Retentions
Self-insured retentions must be declared to and approved by the City. The City may require the Consultant to purchase coverage with a lower retention or provide proof of abili ty to pay losses and related investigations, claim administration and defense expenses within the retention.
D. Other Insurance Provisions
The liability policies are to contain, or be endorsed to contain, the following provisions:
1. The City, its officers, officials, employees and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts or equipment furnished in connection with such work or operations. General liability coverage can be provided in the form or an endorsement to the Consultant’s insurance (at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38 and CG 20 37 forms if later revisions are used).
2. For any claims related to this project, the Consultant's insurance coverage shall be primary insurance coverage at least as broad as ISO CG 20 01 04 13 as respects the City, its officers, officials, employees a nd volunteers. Any insurance or self -insurance maintained by the City, its officers, officials, employees or volunteers shall be excess of the Consultant's insurance and shall not contribute with it.
Attachment B
Atty. Rev. 2021
3. Each insurance policy required by this clause shal l be endorsed to state that coverage shall not be canceled or reduced, except with notice stating the title of this contract to the City. All notices provided pursuant to this Agreement shall be given to the City representative listed for notice in this agreement and shall specify the title of this Agreement.
Notice may be given by overnight mail, facsimile with confirmation of receipt, or certified mail with return-receipt requested.
4. Consultant hereby grants to City a waiver of any right to subroga tion which any insurer of said Consultant may acquire against the City by virtue of the payment of any loss under such insurance. Consultant agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer.
5. If any of the required policies provide claims-made coverage:
a. The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work.
b. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work.
c. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a Retroactive Date prior to the contract effective date, the Consultant must purchase “extended reporting” coverage for a minimum of five (5) years after completion of work.
E. Acceptability of Insurers
Insurance is to be placed with insurers with a current A.M. Best's rating of no less than A:VII, unless otherwise acceptable to the City.
F. Verification of Coverage
Consultant shall furnish the City with original certificates and amendatory endorsements of the applicable policy l anguage effecting coverage required by this clause. All certificates and endorsements are to be received and approved by the City before work commences. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant’s obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements effecting the coverage required by these specifications at any time.
G. Special Risks or Circumstances
Attachment B
Atty. Rev. 2021
The City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.
COUNCIL AGENDA REPORT
TO: Mayor and City Council
FROM: Chenin Dow, Community Development Director
DATE: May 6, 2025
SUBJECT: Adoption of Ordinance No. 2025-01 Amending Title 12 of the City of Santa Maria Municipal Code Adding New Def inition for Batt ery Energy Storage Systems.
Description:
The City Council will con sider adopti ng Ordinance No. 2025-01 to adopt Zoning Text Amendments (Z2025 -0002) amending Title 12 – Zoning, to add a new definition for Battery Energy Storage Systems to Chapter 12 -2, lim iting their location to the City’s General Manufacturing District contained in Chapter 12 -17 with a Conditional Use Permit and/or Planned Development Permit, and establishing specific development standards for certain Battery Energy Storage System uses.
Environmental Notice: Pursuant to the California Environmental Quality Act (CEQA) Guidelines Section 15060(c)(2), the activity will not result in a direct or reasonably foreseeable indirect physical change in the environment. Additionally or alternatively, this Ordinance is exempt from CEQA under CEQA Guidelines Section 15061(b)(3) as it can be seen with certainty that there is no possibility the activity in question may have a significant effect on the environment, Section 15307 (Class 7, categorical exe mption for regulatory activity to assure the protection of natural resources), and Section 15308 (Class 8, categorical exemption for regulatory activity to assure the protection of the environment).
RECOMMENDATION:
Adopt Ordinance No. 2025 -01 amending Titl e 12, to add a new definition for Battery Energy Storage Systems to Chapter 12 -2, limiting Battery Energy Storage System facility location to the City’s General Manufacturing District contained in Chapter 12 -17 with a Conditional Use Permit, and establishing specific development sta ndards for certain Battery Energy Storage System uses.
BACKGROUND:
At its regular meeting held on April 15, 2025, the City Council introduced Ordinance No. 2025-01 amending Title 12, to add a new definition for Battery Energy St orage Systems to Chapter 12 -2, limiting Battery Energy Storage Systems facility location s to the City’s General Manufacturing District contained in Chapter 12-17, with a Conditional Use Permit and/or Planned Development Permit, and establishing specific de velopment standards for Battery Energy Storage System uses.
.DISCUSSION:
The Ordinance will define and regulate the location and operation of Battery Energy Storage Systems ( BESS) facilities in the City. This constitutes the second reading and adoption of Ordinance No. 2025-01. This ordinance becomes effective 30 days after City Council adoption.
ATTACHMENTS:
A. Ordinance No. 2025-01
Attachment A
1 ORDINANCE NO. 2025-01
AN ORDINANCE OF THE CITY COUNCIL
OF THE CITY OF SANTA MARIA, CALIFORNIA,
AMENDING TITLE 12, TO ADD A NEW DEFINITION
FOR BATTERY ENERGY STORAGE SYSTEMS
TO CHAPTER 12-2, LIMITING BATTERY ENERGY
STORAGE SYSTEM FACILITY LOCATION
TO THE CITY’S GENERAL MANUFACTURING DISTRICT
CONTAINED IN CHAPTER 12-17 WITH A CONDITIONAL
USE PERMIT AND/OR PLANNED DEVELOPMENT PERMIT,
AND ESTABLISHING SPECIFIC DEVELOPMENT
STANDARDS FOR CERTAIN BATTERY ENERGY
STORAGE SYSTEM USES
WHEREAS, the City of Santa Maria is a California municipal corporation and charter City (“City”); and
WHEREAS, in general, a Battery Energy Storage Systems (“BESS”) facility collects energy from the grid, stores it, and then discharges that energy later to p rovide electricity or other grid services when needed, typically at times of high demand; and
WHEREAS, the City Municipal Code does not have definitions, land use policies or standards in place to regulate the location and operation of BESS facilities within City limits, which would address compatibility with surrounding uses and safety, among other issues; and
WHEREAS, on October 7, 2023, the Governor of California signed into law Senate Bill (“SB 38”), which amends the California Public Utilities Code Section 761.3 to address safety concerns with BESS projects. SB 38 requires every BESS facility in California to establish an emergency response and emergency action plan for the facility to protect surrounding residents, neighboring properties, emergency responders, and the environment. The BESS facility owner or operator must coordinate with local emergency management agencies, unified program agencies, and local first responders to develop the plan, and submit the plan to the county where the facility is located; and
WHEREAS, SB 38 recognizes the many hazards that BESS facilities can create given the fairly new technology, lack of long -term study of the performance and risk associated with these facilities, as well as the ever-increasing megawatt capacity of these projects; and
WHEREAS, there have been several recent fires at BESS facilities both in California and nationwide. BESS facilities that use lithium-ion batteries create particularly unique fire and explosion hazards. Information suggests that lithium -ion batteries are potentially safe and stable when installed properly, however, certain conditions eleva te the risk of fire and thermal runaways, such as impact, puncture, or mechanical damage, 2 overcharging, overheating, and/or short circuits; and
WHEREAS, on January 16, 2025, a major fire broke out at an existing BESS facility in the unincorporated communi ty of Moss Landing, forcing 1,200 area residents to evacuate, caused highway closures, and released smoke plumes that could pose a health threat to humans and wildlife in Monterey County; and
WHEREAS, the City seeks to adopt appropriate development guidelines for BESS projects in order to ensure the public’s health, safety and welfare; and WHEREAS, the Planning Commission of the City of Santa Maria held a duly noticed public hearing on March 19, 2025 , for the purpose of receiving evidence and considering the proposed Title 12 BESS Amendments; and
WHEREAS, on a 4-0 vote, the Planning Commission of the City of Santa Maria made its recommendation in writing that the City Council amend Santa Maria Municipal Code Title 12 as proposed on Exhibit 1 (BESS Orindance) of the passed and adopted Planning Commission Resolution No. 2841, with recommendations of modification to selected provisions of the Ordinance shown in strike-out and underline text; and WHEREAS, a duly noticed public hearing was held for the purpose of considering the proposed Title 12 BESS Amendments by the City Council of the City of Santa Maria on April 15, 2025; and
WHEREAS, the City Council of the City of Santa Maria made no modification of the proposed Title 12 BESS Amendments which had not been previously considered by the Planning Commission.
NOW, THEREFORE, IT IS HEREBY ORDAINED by the City Council of the City of Santa Maria, State of California, as follows:
SECTION 1. A new Section 18A, of Chapter 12-2, of Title 12 of the Santa Maria Municipal Code is hereby added to read as follows:
“Section 12-2.18A Battery Energy Storage Systems.
“Battery Energy Storage System s” (“BESS”) means a facility in part consisting of rechargeable electro -chemical storage batteries, battery chargers, controls and associated electrical equipment designed to collect energy from the grid or a n associated distributed generation system and then discharge that energy at a later time to provid e electricity or other grid services when needed.”
SECTION 2. A new Subsection (j) is added to Section 05, of Chapter 12-17, of Title 12 of the Santa Maria Municipal Code, to read as follows:
3 “(j) Battery Energy Storage Systems (“BESS”) as a primary or ancillary use, that are a “Front-of-the-Meter” facility, meaning the energy storage collection systems are connected to the distribution system on the utility side of the meter. (For the purposes of this Title, BESS is a unique use from a Substation, Utility Substation, Electrical Substation, Public Utility Structures, Distribution Plant, Utility Distribution Station, Utility Yard, Public Service Facility, or any other Public or Private utility use cited in this Title);”
SECTION 3. A new Section 15, of Chapter 12-17, of Title 12 of the Santa Maria Municipal Code is hereby added to read as follows:
“Section 12-17.15 Battery Energy Storage Systems Standards.
The following are special standards for the development of Battery Energy Storage System s (BESS) facilit ies as defined in Section 12 -
17.05(j) above:
(a) The BESS project owner shall work with the City Fire and Police Departments to develop an Emergency Response and Emergency Action Plan in conformance with the provisions of Section 761.3(g) of the Public Utilities Code and Section 3220 of Title 8 of the California Code of Regulations. Additionally, the plan must:
a. Consider responses to potential offsite impacts, including, but not limited to, poor air quality, threats to municipal water supplies, water runoff, and threats to natural waterways; and
b. Include procedures for the local emergency response agency to establish shelter -in-place orders a nd road closure notifications when appropriate.
The Plan’s provisions shall be to the satisfaction of the City, and a copy of the completed plan provided to the City prior to the commencement of facility operation.
(b) BESS facilities shall not be located wi thin 1,320 feet (1/4 mile) of a residential district and/or mixed -use residential district, or school, or hospital, or land used and/or zoned for agricultural cultivation whether within or outside of the City or in active production or fallow, as measured from the BESS property boundary.
(c) Any public hearing for a proposed BESS facility shall provide written notice to owners and tenants of properties located within 10,560 feet (two miles) of the proposed BESS facility property . If the number of property owners and tenants to whom written notice would be provided is greater than 1,000, the Community Development Director shall place a display advertisement of at least one -eighth page in at least one newspaper of general circulation within the City , in lieu of the writen 4 notice, and shall post the notice in at least three public places within the City.
SECTION 4. This Ordinance has been reviewed for compliance with the California Environmental Quality Act (“CEQA”) (Public Resources Code Section 21000 et seq.), and the CEQA Guidelines (California Code of Regulations, Title 14, Section 15000 et seq.) , and the City’s environmental procedures . P ursuant to CEQA Guidelines Section 15060(c)(2), the activity will not result in a di rect or reasonably foreseeable indirect physical change in the environment. Additionally or alternatively, this Ordinance is exempt from CEQA under CEQA Guidelines Section 15061(b)(3) as it can be seen with certainty that there is no possibility the activi ty in question may have a significant effect on the environment, Section 15307 (Class 7, categorical exemption for regulatory activity to assure the protection of natural resources), and Section 15308 (Class 8, categorical exemption for regulatory activity to assure the protection of the environment).
SECTION 5. Severability. If any sections, subsections, sentences, clauses, phrases, or portions of this Ordinance are for any reason held invalid or unconstitutional, such decision shall not affect the validity of the remaining portions of this Ordinance. The City Council hereby declares that it would have passed this and each section, subsection, phrase, or clause of this Ordinance whether or not any one or more sections, subsections, phrases, or clauses may be declared invalid or unconstitutional on their face as applied.
SECTION 6. Clerical Errors. The Chief Deputy City Clerk is hereby authorized to make minor changes herein to address clerical errors, so long as substantial conformance of the intent of this document is maintained. In doing so, the Chief Deputy City Clerk shall consult with the City Manager and City Attorney concerning any changes deemed necessary.
SECTION 7. Publication. This Ordinance shall be in full force and effect thirty days after its passage. Within fifteen days following its passage, the City Clerk shall cause this Ordinance to be published in a newspaper of general circulation in accordance with State Law; or when deemed necessary due to the length or complexity of the Ordinance, cause a summary of the Ordinance to be prepared and published at least five days prior to the City Council meeting at which the proposed Ordinance is to be adopted. If a summary is published at least five days prior to the City Council meeting at which the proposed Ordinance is to be adopted, then within 15 days after adoption of the Ordinance the City Clerk shall publish a summary of the Ordinance with the names of those City Council Members voting for and against the Ordinance and shall post a certified copy of the full text of such adopted Ordinance along with the names of those City Council Members voting for and against the Ordinance.
5 INTRODUCED at a regular meeting of the City Coun cil held on the 15th day of April 2025, and PASSED AND ADOPTED at a regular meeting held on the 6th day of May 2025, by the following roll call vote:
AYES:
NOES:
ABSENT:
ABSTAINED:
ATTEST:
Chief Deputy City Clerk
Mayor
APPROVED AS TO FORM:
_______________________________
City Attorney
APPROVED AS TO CONTENT:
_______________________________
Department Director
_______________________________
City Manager
COUNCIL AGENDA REPORT
TO: Mayor and City Council
FROM: Bradley J. Dandridge, Fire Chief
DATE: May 6, 2025
SUBJECT: Second Reading and Adoption of Ordinance No. 2025-02 Designating Fire Hazard Severity Zones in the City of Santa Maria
Description:
The City Council will conduct the second reading to adopt Ordinance No. 2025-02 designating Fire Hazard Severity Zones in the City of Santa Maria.
Environmental Notice: The activity is not a “Project” as defined under Section 15378 of the California Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3) no environmental review is required.
RECOMMENDATION:
Adopt Ordinance No. 2025-02 Designating Fire Hazard Severity Zones in the City of Santa Maria.
BACKGROUND:
At its regular meeting held April 15, 2025, the City Council received a staff presentation, conducted a public hearing, and introduced Ordinance No. 2025-02 designating Fire Hazard Severity Zones in the City of Santa Maria.
DISCUSSION:
This constitutes the second reading of Ordinance No. 2025-02. This ordinance will become effective 30 days after City Council approval.
Attachment:
A – Ordinance No. 2025-02
Exhibit A – Fire Hazard Severity Map Update 2025
Attachment A
ORDINANCE NO. 2025-02
AN ORDINANCE OF THE CITY COUNCIL
OF THE CITY OF SANTA MARIA, CALIFORNIA,
DESIGNATING FIRE HAZARD SEVERITY ZONES
WITHIN THE CITY OF SANTA MARIA
WHEREAS, the Office of State Fire Marshal on February 7, 2025, began a phased rollout of new fire hazard severity designations for local governments; and
WHEREAS, on March 10, 2025, the Office of State Fire Marshal p ublished the “City of Santa Maria - Santa Barbara County Local Responsibility Area Fire Hazard Severity Zones” Map (“Fire Hazard Severity Zones Map”); and
WHEREAS, pursuant to Government Code §51175 et seq., impacted jurisdictions must complete several statutorily required actions; and
WHEREAS, on March 21, 2025, pursuant to Government Code §51178.5, the City of Santa Maria (“City”) posted information about the new fire hazard severity designations and a copy of the Fire Hazard Severity Zones Map on its website; and
WHEREAS, Government Code §51179 requires the City to designate by ordinance, moderate, high, and very high severity zones within its jurisdiction within 120 days of receiving recommendations from the State Fire Marshal; and
WHEREAS, the City wishes to adopt the Fire Hazard Severity Zones Map as recommended by the Office of State Fire Marshal.
NOW, THEREFORE, IT IS HEREBY ORDAINED by the City Council of the City of Santa Maria, State of California, as follows:
SECTION 1. The City Council finds that the above recitals are true and correct and incorporated herein by reference.
SECTION 2. The City Council hereby designates the Fire Hazard Severity Zones as recommended by the California Department of Forestry and Fire Protection pursuant to Government Code § 51178, without modification. The “City of Santa Maria - Santa Barbara County Local Responsibility Area Fire Hazard Severity Zones” Map, dated March 10, 2025, attached as E xhibit A to this Ordinance, is adopted by the City Council, and hereby incorporated by reference . The official Map is also located electronically on the City’s website at: ___________________.
SECTION 3. Pursuant to Government Code § 51179(c) a copy of this Ordinance shall be transmitted to the State Board of Forestry and Fire Protection within thirty days 2 of adoption. The City Clerk shall post a notice at the office of the county recorder, county assessor, and county planning agency identifying the location of the Fire Hazard Severity Zones Map in accordance with Government Code §51179(g).
SECTION 4. This Ordinance is not a “Project” as defined under Section 15378 of the California Environmental Quality Act State Guidelines; therefore, pursuant to State guidelines Section 15060(c)(3), no environmental review is required.
SECTION 5. The Chief Deputy City Clerk is hereby authorized to make m inor changes herein to address clerical errors, so long as substantial conformance of the intent of this document is maintained. In doing so, the Chief Deputy City Clerk shall consult with the City Manager and City Attorney concerning any changes deemed necessary.
SECTION 6. This Ordinance shall be in full force and effect thirty (30) days after its passage. Within fifteen days followi ng its passage, the City Clerk shall cause this Ordinance to be published in a newspaper of general circulation in accordance with State Law; or when deemed necessary due to the length or complexity of the Ordinance, cause a summary of the Ordinance to be prepared and published at least five days prior to the City Council meeting at which the proposed Ordinance is to be adopted. If a summary is published at least five days prior to the City Council meeting at which the proposed Ordinance is to be adopted, then within 15 days after adoption of the Ordinance the City Clerk shall publish a summary of the Ordinance with the names of those City Council Members voting for and against the Ordinance and shall post a certified copy of the full text of such adopted O rdinance along with the names of those City Council Members voting for and against the Ordinance.
///
///
///
3 INTRODUCED at a regular meeting of the City Council held on the 15th day of April 2025, and PASSED AND ADOPTED at a regular meeting held on the 6th day of May 2025, by the following roll call vote:
AYES:
NOES:
ABSENT:
ABSTAINED:
ATTEST:
Chief Deputy City Clerk
Mayor
APPROVED AS TO FORM:
_______________________________
City Attorney
APPROVED AS TO CONTENT:
_______________________________
Department Director
_______________________________
City Manager
Exhibit A: City of Santa Maria - Santa Barbara County Local Responsibility Area Fire Hazard Severity Zones Map, dated March 10, 2025
City and County boundaries as of 10/22/24 (CA Board of Equalization) CAL FIRE State Responsibility Areas (SRA25_1)
CAL FIRE Fire Hazard Severity Zones (FHSZSRA23_3, FHSZLRA_25_1) Data Sources:
Daniel Berlant, State Fire Marshal, CA Department of Forestry and Fire Protection Joe Tyler, Director/Fire Chief, CA Department of Forestry and Fire Protection Wade Crowfoot, Secretary for Natural Resources, CA Natural Resources Agency Gavin Newsom, Governor, State of CaliforniaThe State of California and the Department of Forestry and Fire Pr
otection make no representations or warranties regarding the accuracy of data or maps. Neither the State nor the Department shall be liable under any circumstances for any direct, special, incidental, or consequential damages with respect to any claim by any user or third party on account of, or arising from, the use of data or maps. and other relevant factors including areas where winds
ha
ve been identified by the Office of the State Fire Marshal as a major cause of wildfire spread.
statewide criteria and based on the severity of fire hazard that is e
xpected to prevail in those areas. Moderate, high, and very high fire hazard severity zones shall be based on fuel loading, slope, fire weather, Government Code section 51178 requires the State Fire
Mar
shal to identify areas in the state as moderate, high,
and very high fire hazard severity zones based on consistent Waterbody
Unzoned LRA
Incorporated City
Projection: NAD 83 California Teale Albers
Scale: 1:59,000 at 1
1" x 17"
0 1 2 3 4Km
0 1 2 3Mi
Very High High Moderate
High Moderate
Fire Hazard Severity Zones (FHSZ) in Local Responsibility Area (LRA), as Identified b
y the State Fire Marshal
Santa Maria
S Broadway
101
135
166
UNINCORPORATED
SAN LUIS
OBISPO CO.
UNINCORPORATED
SANTA BARBARA CO.
UNINCORPORATED
SANTA BARBARA CO.
S A N L U I S
O B I S P O C O .
S A N T A
B A R B A R A C O .
S A N L U I S O B I S P O C O .
S A N T A B A R B A R A C O .
March 10, 2025
As Identified by the
S
tate Fire Marshal
Local Responsibility Area
Fire Hazard Se
verity Zones
CITY OF SANTA MARIA – SANTA BARBARA COUNTY
Fire Hazard Severity Zones in State Responsibility
Area (SRA), Ef
fective April 1, 2024
Exhibit A
COUNCIL AGENDA REPORT
TO: Mayor and City Council
FROM: Brett Fulgoni, Director of Public Works
DATE: May 6, 2025
SUBJECT: Adoption of a Resolution Approving the Proposed Establishment of a Multi-Way Stop Control at the Intersection of East Taylor Street and North Miller Street
Description:
The City Council will consider approving the establishment of a multi-way stop control at the intersection of East Taylor Street and North Miller Street pursuant to Section 7-5.20 of the Santa Maria Municipal Code.
Environmental Notice: The activity is not a “Project” as defined under Section 15378 of the California Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3) no environmental review is required.
RECOMMENDATION:
Adopt a Resolution establishing multi-way stop control at the intersection of East Taylor Street and North Miller Street.
BACKGROUND:
The City of Santa Maria’s Public Works Department is overseeing Public Works (PW) Project No. 2024-08, Taylor Street Pocket Park, which will create a park at the northern terminus of North Miller Street. Currently, East Taylor Street is stop -controlled at the intersection with North Miller Street. North Miller Street is uncontrolled at this intersection.
The Public Works Department is proposing to establish a three -way stop control to improve pedestrian safety. The anticipated increased pedestrian activity near the park warrants additional traff ic control to enhance safety. Multi -way stop control will clarify right-of-way and improve safety for pedestrians at this conflict point with vehicles adjacent to this new park.
DISCUSSION:
Per City Council Resolution No. 2061 and CAM 63 -15, a Traffic Committee was formed to “be responsible for the review, approval or denial, and recommendations to City Council on all matters and requests relating to traffic circulation and safety within the public right-of-way”. The Traffic Committee has reviewed this re quest to establish multi- way stop control at this location and recommends the establishment of multi-way stop 2 control. The City Council has the authority to locate, establish, or eliminate stop control within the City.
Pursuant to Section 7-5.20 of the Santa Maria Municipal Code, all streets and highways within the City are considered "boulevards" for the purposes of intersection control. Under this provision, the City Council is authorized to designate stop -controlled locations by order entered into the Council minutes. The City Engineer is then responsible for placing and maintaining signage or markings indicating “STOP,” “SLOW,” or “BOULEVARD STOP” to ensure safe and orderly traffic movement. In accordance with this authority, the proposed installation of stop signs at this intersection is consistent with municipal code requirements and is intended to improve safety at a location anticipated to experience increased pedestrian activity due to the new park.
Alternative(s)
The alternative would be to deny t he establishment of the multi -way stop and keep the intersection as it is.
Fiscal Considerations
The cost of signage and striping required to establish the multi-way stop has already been included as a bid item in PW Project No. 2024 -08; therefore, no add itional fiscal considerations are necessary.
Impact to the Community
Drivers traveling on North Miller Street may experience a slight delay, as they will be required to make a complete stop at the intersection of North Miller and East Taylor Street.
Pedestrians will have improved accessibility and visibility due to the improvements associated with the establishment of multi -way stop control, as the Public Works Department proposes to install high visibility crosswalks and ADA -compliant curb ramps as part of these changes.
ATTACHMENT(S)
A. Resolution
B. Proposed Multi-Way Stop at the intersection of East Taylor Street and North Miller
Attachment A
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF SANTA MARIA, CALIFORNIA,
ESTABLISHING A MULTI-WAY STOP AT THE
INTERSECTION OF EAST TAYLOR STREET
AND NORTH MILLER STREET
WHEREAS, it is in the best interest of the City of Santa Maria to establish stop sign control at certain locations within the City; and
WHEREAS, the City of Santa Maria Traffic Committee has reviewed and recommended the establishment of a multi-way stop at the location described below.
NOW, THEREFORE, IT IS RESOLVED that pursuant to Section 7 -5.20 of the Santa Maria Municipal Code, a multi-way stop shall be established at East Taylor Street and North Miller Street. North Miller Street northbound traffic shall be required to stop at the intersection with East Taylor Street.
BE IT FURTHER RESOLVED by the City Council of the City of Santa Maria, California, as follows:
SECTION 1. The foregoing shall constitute traffic regulation s pursuant to Ordinance 127; and
SECTION 2. All work is to be accomplished using the standards and methods approved by the Public Works Director. This shall be in accordance with standard City specifications, and the provisions of this resolution are to be carried out by erecting signs, painting marks and temporary markers and barricades required, and by such other indicators or devices as may be under provisions of the Vehicle Code of the State of California and regulations adopted pursuant thereto; and
SECTION 3. The Chief Deputy City Clerk is hereby authorized to make minor changes herein to address clerical errors, so long as substantial conformance of the intent of this document is maintained. In doing so, the Chief Deputy City Clerk shall consult wi th the City Manager and City Attorney concerning any changes deemed necessary.
///
///
Attachment A
///
PASSED AND ADOPTED at a regular meeting of the City Council of the City of Santa Maria held this 6th day of May 2025.
ATTEST:
Chief Deputy City Clerk
Mayor
APPROVED AS TO FORM:
_______________________________
City Attorney
APPROVED AS TO CONTENT:
_______________________________
Department Director
_______________________________
City Manager
Attachment B
COUNCIL AGENDA REPORT
TO: Mayor and City Council
FROM: Brett Fulgoni, Director of Public Works
DATE: May 6, 2025
SUBJECT: Adoption of a Resolution Approving the Submission of Santa Maria Regional Transit’s Fiscal Year 24/25 Low Carbon Transit Operations Grant For $537,586
Description:
The City Council will consider authorizing the Transit Program’s recommended F iscal Year 2024/25 Low Carbon Transit Operations Program grant application for the amount of $537,586 to fund new transit service to the City of Guadalupe.
Environmental Notice: The activity is not a “Project” as defined under Section 15378 of the California Environmental Quality Act State Guidelines; therefor e, pursuant to State Guidelines Section 15060(c)(3) no environmental review is required.
RECOMMENDATION:
Adopt a Resolution authorizing the Public Works Director, or designee, to submit the City of Santa Maria’s Low Carbon Transportation Operations Program grant with the Santa Barbara County Association of Governments for Fiscal Year 2024/25 for two new services to Guadalupe and execute the Certifications and Assurances and authorized agent forms for Low Carbon Transportation Operations Program.
BACKGROUND:
The Low Carbon Transit Operations Program (LCTOP) was created by the State of California to provide operating and capital assistance for transit agencies to reduce greenhouse gas emissions and improve mobility. Approved LCTOP projects may include support for new or expanded bus or rail services, expanded intermodal transit facilities, and equipment acquisition, fueling, maintenance, and other operating costs, as long as the project supports reducing greenhouse gas emissions.
For service areas that include disadvantaged communities (DACs), at least 50 percent of total funds received must be expended on projects that benefit DACs.
DISCUSSION:
In March 2025, Caltrans released the final LCTOP guidelines for the FY 2024/25 funding cycle. The Stat e Controller’s Office has allocated $1,166,938 in discretionary funds to 2 Santa Barbara County transit operators based on population, and an additional $537,586 allocated directly based on farebox recovery.
The Santa Barbara County Association of Governme nts (SBCAG) administers the population-based LCTOP funds (designated 99313), using a mutually agreed-upon 43%/ 12%/ 45% split: 43% for South County transit operators, 12% for regional transit/rail projects, and 45% for North County transit operators after DACs of Goleta and Guadalupe receive priority project funding.
Following an informal call for projects, the North County transit operators (SMRT, Lompoc, SYVT, Guadalupe Flyer, and SMOOTH) collaboratively divided up the North County designated 99313 funds, with Guadalupe receiving priority as a recognized DAC.
The smaller farebox -based component of LCTOP funds (designated 99314 funds) is allocated directly to each operator, unless voluntarily transferred to support another project.
SMRT Proposed Project: Guadalupe Service
In early 2025, the cities of Guadalupe and Santa Maria agreed to explore consolidating the Guadalupe Flyer with Santa Maria Regional Transit (SMRT). After assessment, consolidation was found to be logistically and operationally feasible . However, the pending consolidation would significantly benefit from supplemental operating funds, such as LCTOP, to support new SMRT service to Guadalupe during the transition. Since Guadalupe is the only recognized DAC in northern Santa Barbara County, using LCTOP funds for this service also fulfills priority requirement.
Following a careful review of LCTOP guidelines for qualifying projects, as well as the Transit Division’s fiscally constrained operating budget, staff recommends using FY 24 - 25 LCTOP funds to support two new routes to Guadalupe. This project meets the qualifying criteria for “support of new or expanded bus routes reducing greenhouse gas emissions” and reduces the Transit Program’s reliance on other operating funds.
In total, the City of Santa Maria will receive $537,586 in combined 99313 and 99314 LCTOP funding.
The Resolution authorizes the Public Works Director (or designee) to submit the grant application for the aforementioned project, receive, and manage these funds once they are available. It also allows for administrative adjustments to the grant i f requested by SBCAG or the State of California.
Alternative(s)
An alternative is not to approve the proposed Santa Maria Regional Transit FY 24 /25 LCTOP grant application project. This is not a recommended alternative as this action would mean that the C ity would forgo these (tentative to council action) awarded funds and cause the transit program to rely on other funding sources to complete the proposed project.
3 A second alternative is to modify the project to one that also aligns with LCTOP qualifying projects. However, this alternative is not recommended as the current project recommendation is based on the Transit Division’s fiscally constrained operating budget.
Environmental Review
California State Bill 2922 (SB922) exempts transit projects from having to conduct the CEQA analysis until 2030.
Fiscal Considerations
There are no impacts to the City’s General Fund. The Transit Enterprise Fund’s operational and capital costs are sustained entirely by transit -specific funding, such as LCTOP. The use of LCTOP funds will also help Transit from relying on other transit funds (e.g. TDA or FTA 5307) to support the new Guadalupe service.
Impact to the Community
There is no negative impact on the community for applying for or receiving LCTOP funds.
This award will reduce reliance on inconsistent funding sources and help implement a service that improves reliability and connectivity between Guadalupe and Santa Maria for transit-dependent populations.
ATTACHMENT(S)
A. Resolution
B. SMRT’s FY 24-25 LCTOP Grant Application Packet
Attachment A
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE
CITY OF SANTA MARIA, CALIFORNIA,
AUTHORIZING THE PUBLIC WORKS DIRECTOR,
OR DESIGNEE, TO SUBMIT THE CITY OF
SANTA MARIA’S LOW CARBON TRANSPORTATION
OPERATIONS PROGRAM GRANT WITH
THE SANTA BARBARA COUNTY ASSOCIATION
OF GOVERNMENTS FOR FISCAL YEAR
2024/25 FOR TWO NEW SERVICES TO
GUADALUPE AND EXECUTE THE CERTIFICATIONS
AND ASSURANCES AND AUTHORIZED
AGENT FORMS FOR LOW CARBON
TRANSPORTATION OPERATIONS PROGRAM
WHEREAS, the City of Santa Maria is an eligible project sponsor and may receive state funding from the Low Carbon Transit Operations Program (LCTOP) for transit projects; and
WHEREAS, the statutes related to state -funded transit projects require a local or regional implementing agency to abide by various regulations; and
WHEREAS, Senate Bill 862 (2014) named the Department of Transportation as the administrative agency for the LCTOP; and
WHEREAS, the City of Santa Maria wishes to delegate authorization to execute these documents and any amendments thereto to the Public Works Director or designee; and,
WHEREAS, the City of Santa Maria wishes to implement the following LCTOP project listed above; and
WHEREAS, the City of Santa Maria agrees to comply with all conditions and requirements set forth in the Certification and Assurances and the Authorized Agent documents and applicable statutes, regulations and guidelines for all LCTOP fu nded transit projects; and
WHEREAS, the City of Santa Maria hereby authorizes the submittal of the following project nomination(s) and allocation request(s) to the Department in FY2024 /2025 LCTOP funds:
//
//
2 NOW, THEREFORE, IT IS HEREBY RESOLVED by the City Council of the City of Santa Maria, California, as follows:
SECTION 1. Authorizes the Public Works Director, or designee, to execute all required documents of the LCTOP program and any Amendments thereto with the California Department of Transportation.
SECTION 2 . Authorizes the submittal of the following project nomination and allocation request to the Department in Fiscal Year 2024/25 LCTOP funds for amount of $537,586 to fund two new routes to the City of Guadalupe.
SECTION 3. Authorizes t he Director of Finance , or designee , to appropriate LCTOP funds and identify expenditure accounts within the current budget.
SECTION 4. The Chief Deputy City Clerk is hereby authorized to make minor changes herein to address clerical errors, so long as substantial conformance of the intent of this document is maintained. In doing so, the Chief Deputy City Clerk shall consult with the City Manager and City Attorney concerning any changes deemed necessary.
///
///
///
3 PASSED AND ADOPTED at a regular meeting of the City Council of the City of Santa Maria held this 6th day of May 2025.
ATTEST:
Chief Deputy City Clerk
Mayor
APPROVED AS TO FORM:
_______________________________
City Attorney
APPROVED AS TO CONTENT:
_______________________________
Department Director
_______________________________
City Manager
LCTOP FY 2024-2025 Allocation Request
Yes
35 19
24 Years
Months
6/30/2026
Does your agency have an approved Title VI Plan? (Please provide approval letter) Santa Maria is consolidating the Guadalupe service beginning on July 1st 2025.
Funding Information
Project Life: For capital projects, state the project useful life in years. For operation projects state the number of months a service will be funded.
Capital:
O
perations: 12
Request LONP: Your agency has selected a start date prior to estimated Award Date of December 1, please provide an explanation of your need to start your project before the Award Date. $537,586
Rollover Projects: Please provide the total number of years your agency plans to accumulate funds and how many years, include this year remaining.
Rollover Project:
Total Years of Rollover:
Remaining Years of Rollover:
Funding: 99313: $515,988 99314: $21,598 Total:
Sub-Type Provision of a new expanded/enhanced transit service Start date (anticipated) : 7/1/2025 End date (anticipated) :
Project Summary
Name: No more
than 180
characters.
SMRT - new Guadalupe Routes
Description
(Short): No
more than 375
characters.
SMRT is consolidating the Guadalupe service, that was previously provided by their contractor, SMOOTH. SMRT will now provide service to Guadelupe and the route within Guadalupe.
Type: Operations_Project
Phone #: (805)925-0951 x 2480 Congressional*:
E-mail [email protected] *if you have additional Districts, please provide a separate attachment Name: Gamaliel Anguiano Assembly*:
Title: Transit Manager Senate*:
E-mail: [email protected] E-mail:
Authorized Agent Legislative District Numbers
Title: Transit Grants Manager Title:
Phone #: (805)925-0951 x 2401 Phone #:
Allocation Request Prepared by Contact (if different than "Prepared by") Name: Kailey Pringle Name:
Caltrans District: 5
Approved Date:
County: Sana Barbara County
Agency Website: https://www.cityofsantamaria.org/
Regional Planning Agency: Santa Barbara County of Associated Governments (SBCAG) Lead Agency Information
Lead Agency Name: City of Santa Maria
Address: 110 S. Pine St, Suite 226
City, State, Zip Code: Santa Maria, CA 93458
Division of Local Assistance
Low Carbon Transit Operations Program Page 1 of 10
Sheet Name: Allocation Request
Rev. 1-2025
Attachment B
LCTOP FY 2024-2025 Allocation Request
FY 27-28 FY 28-29 Total
SMRT is consolidating the City of Guadelupe's service, which up until July 1, 2025, has been provided by their contractor, SMOOTH. For this project we will provide service to and within Guadelupe for the 2026 fiscal year, from July 1 2025 to June 30, 2026. We 9060 hours of revenue service and estimate a total cost of $569,602.20. Using $23,623 in rollover funds from our 23-24 LCTOP project, "Solar Powered Vehicle Charging System", ID: 23-24-D05-063.
Detailed Funding Information: This section should be completed to detail any funds included in the “Prior” column of the Funding Information section above. For projects with an approved CAP that transferred funds and/or interest into the project from previous years, include the Project ID, amount of funds transferred, and CAP approval date.
Prior funds are leftover from our FY23-24 "Solar Powered Vehicle Charging System" project, ID: 23-24-D05-063.
Amount of $23,623.
Funding Plan
Total Project Funding
Component Prior FY 24-25 FY 25-26 FY 26-27
Total FY 24-25 LCTOP Funding $537,586
Fully Funded Project: Provide a description of all the funds that will be used to complete this project and how LCTOP funds will not supplant other funding sources. Include the project ID and awarded funding amount from prior rollover years.
Contact Phone #: 99314
Contact E-mails:
Contributing Sponsor: Amount: PUC Funds Type:
Contact Person: 99313
Contact E-mails:
PUC Funds Type:
Contact Person: 99313
Contact Phone #: 99314
Contributing Sponsor: Amount:
Contact Phone #: (805)961-8915 $21,598 99314
Contact E-mails: [email protected]
Contributing Sponsor: Santa Barbara County Association of Govts Amount: PUC Funds Type:
Contact Person: Maya Kulkarni $515,988 99313
Contact E-mail: [email protected]
Contact Person: Kailey Pringle 99313
Contact Phone #: (805)925-0951 x 2401 99314
$0 $561,209
Lead Agency: City of Santa Maria Amount: PUC Funds Type:
Total Funding: $23,623 $537,586 $0 $0 $0
$0
Other Funds: $0
Other GGRF:
$561,209
LCTOP Interest: $0
Total LCTOP Funds: $23,623 $537,586 $0 $0 $0
$539,611
PUC 99314 Amount: $21,598 $21,598
PUC 99313 Amount: $23,623 $515,988
Allocation Year Prior FY 24-25 FY 25-26 FY 26-27 FY 27-28 FY 28-29 Total Division of Local Assistance
Low Carbon Transit Operations Program Page 2 of 10
Sheet Name: Allocation Request
Rev. 1-2025
Attachment B
LCTOP FY 2024-2025 Allocation Request
$0
FY 27-28 FY 28-29 Total
PA&ED
$0 $0
Funding Plan
Funding Source:
Component Prior FY 24-25 FY 25-26 FY 26-27
TOTAL $0 $0 $0 $0 $0
$0
Operations/Other $0
Veh/Equip Purchase
$0
CON $0
R/W
$0
PS&E $0
PA&ED
Funding Source:
Component Prior FY 24-25 FY 25-26 FY 26-27 FY 27-28 FY 28-29 Total $0 $0TOTAL $0 $0 $0 $0 $0
$0
Operations/Other $0
Veh/Equip Purchase
$0
CON $0
R/W
$0
PS&E $0
PA&ED
Funding Source:
Component Prior FY 24-25 FY 25-26 FY 26-27 FY 27-28 FY 28-29 Total $0 $0TOTAL $0 $0 $0 $0 $0
$0
Operations/Other $0
Veh/Equip Purchase
$0
CON $0
R/W
$0
PS&E $0
PA&ED
Funding Source:
Component Prior FY 24-25 FY 25-26 FY 26-27 FY 27-28 FY 28-29 Total $561,209
TOTAL $23,623 $537,586 $0 $0 $0 $0 $561,209
Operations/Other $23,623 $537,586
$0
Veh/Equip Purchase $0
CON
$0
R/W $0
PS&E
FY 28-29 Total
PA&ED $0
$0 $561,209
Funding Source: Low Carbon Transit Operations Program (LCTOP) Component Prior FY 24-25 FY 25-26 FY 26-27 FY 27-28
TOTAL $23,623 $537,586 $0 $0 $0
$0 $0
Operations/Other $23,623 $537,586 $0 $0 $0 $0 $561,209
Veh/Equip Purchase $0 $0 $0 $0 $0
$0 $0
CON $0 $0 $0 $0 $0 $0 $0
R/W $0 $0 $0 $0 $0
$0
PS&E $0 $0 $0 $0 $0 $0 $0
PA&ED $0 $0 $0 $0 $0 $0
Division of Local Assistance
Low Carbon Transit Operations Program Page 3 of 10
Sheet Name: Allocation Request
Rev. 1-2025
Attachment B
LCTOP FY 2024-2025 Allocation Request
$0 $0
Project Information
1) Project Description - Provide a comprehensive project description. For operations projects, include: number of trips, span, frequency improvements, number of days of operation and marketing component. For capital projects, include: product specifications and identify all LCTOP funded components. No more 1450 Characters.
TOTAL $0 $0 $0 $0 $0
$0
Operations/Other $0
Veh/Equip Purchase
$0
CON $0
R/W
$0
PS&E $0
PA&ED
Funding Source:
Component Prior FY 24-25 FY 25-26 FY 26-27 FY 27-28 FY 28-29 Total $0 $0TOTAL $0 $0 $0 $0 $0
$0
Operations/Other $0
Veh/Equip Purchase
$0
CON $0
R/W
$0
PS&E $0
PA&ED
Funding Source:
Component Prior FY 24-25 FY 25-26 FY 26-27 FY 27-28 FY 28-29 Total $0 $0TOTAL $0 $0 $0 $0 $0
$0
Operations/Other $0
Veh/Equip Purchase
$0
CON $0
R/W
$0
PS&E $0
PA&ED
Funding Source:
Component Prior FY 24-25 FY 25-26 FY 26-27 FY 27-28 FY 28-29 Total $0 $0TOTAL $0 $0 $0 $0 $0
$0
Operations/Other $0
Veh/Equip Purchase
$0
CON $0
R/W
$0
PS&E $0
PA&ED
Funding Source:
Component Prior FY 24-25 FY 25-26 FY 26-27 FY 27-28 FY 28-29 Total $0 $0TOTAL $0 $0 $0 $0 $0
$0
Operations/Other $0
Veh/Equip Purchase
$0
CON $0
R/W
PS&E $0
Division of Local Assistance
Low Carbon Transit Operations Program Page 4 of 10
Sheet Name: Allocation Request
Rev. 1-2025
Attachment B
LCTOP FY 2024-2025 Allocation Request
2) Project Planning - Provide a detailed explanation of the project planning process and how it was designed to avoid substantial burden on any low- income, disadvantaged, and vulnerable populations. Include any public outreach, events, workshops or community input. No more than 1450 characters.
We have four upcoming community meetings, two in Santa Maria and two in Guadalupe. Our goal with these public meetings is to receive feedback from both communities regarding SMRT taking over this service, and to address any public concerns.
3) Project Costs - Provide an itemized breakdown of project components and describe how the cost estimations were developed. Please include marketing and bus wraps cost in this section. Total costs must correspond to the Funding Information section above. No more than 1450 characters.
We have estimated 9060 hours for one year of operating the route 40 and 41. This based off the current level of service provided by the prior contractor and accounting for holidays and weekend service during this time period.
The hourly rate we used in our calculations is $62.87 per revenue hour, based on the our operational contract, with 9060 revenue hours, we estimate a total cost of $569,602.20, of which LCTOP will cover all but $6,368.20 which will be funded with other transit funds (e.g. TDA and FTA 5307).
Agency Information
4) Agency Fare - Describe your agency's fare structure including any discounts or special fares and how the project will affect that structure if at all. No more than 1450 characters.
On July 1st, SMRT will begin operating a route to and within Guadelupe. Between the two routes we anticipate providing 9,060 Revenue Hours on those two routes (this accounts for five observed holidays where there is no service and Sunday reduced level of service). The (variable) cost per revenue hour rate that SMRT will pay RATPDev for FY 25/26 will be $62.87. This does not account for the Monthly Fixed Rate we pay them on top of service hours and is not included in this calculation.
Division of Local Assistance
Low Carbon Transit Operations Program Page 5 of 10
Sheet Name: Allocation Request
Rev. 1-2025
Attachment B
LCTOP FY 2024-2025 Allocation Request
Year F (YrF) - Final year that the service is
funded or the final year of useful life for
capital improvements.
2027
The end year of the funding for the Guadalupe Flyer
and local Guadalupe Route.
Greenhouse Gas Reductions - Please provide quantitative information requested below and explanations supporting the data provided.
Value Explanation
Year 1 (Yr1) - First year of service, or year
that capital improvements will be
completed.
2026
First year of Guadalupe Flyer and local Guadalupe
Route.
SMRT Regular Single Ride $1.50, SMRT Student Single Ride with ID $1.25, Senior (60+) Single Ride $.75, Persons with Disability Single Ride $.75, Medicare Card Holders Single Ride $.75, Children under 8 years with fare paying adult on SMRT(Maximum 3 children) free. SMRT 31-Day pass $31, SMRT 31-Day Student $31, SMRT Senior/Disabled 31-Day Pass $15, Store Value Pass $10, Store Value Pass $20. Regional Routes Regular Single Ride $2.00, Regional Student Single Ride $2.00, Regional Senior (60+)/Medicare Card Holder/Persons with Diabilities $1.00, Regional 31-Day Regular $31.00, Regional 31-Day Seniors/Disabled/Medicare Holder $15. This project will have no effect on the fare structure.
5) Agency Service - Describe the transit service provided and how the project plays into the overall operations.
No more than 2450 characters.
This service will be a regional route connecting Santa Maria and Guadelpue, and a local route within Guadalupe.
This service will add two routes to our overall service, and 9,060 revenue hours per year. The City of Santa Maria is located along US-101 and Highway 1 in the central coast of California and in the northwest corner of Santa Barbara County. With a population of over 100,000, it is now the county's largest city. Though agriculture accounts for over a quarter of the city's employment base, hospitals, schools, and other industries play important roles in the local economy as well. South of Santa Maria, the unincorporated town of Orcutt is primarily a residential area that is also served by SMRT transit service. Southwest of Santa Maria, the unincorporated town of Tanglewood is another residential area served by SMRT transit service. According to the U.S Census Bureau data, Santa Maria's population is 73.5% Hispanic and 64% of residents primarily speak a language other than English. The average income in Santa Maria is $18,509 compared to the United States average of $28,555. Census data further indicates 28% of children in Santa Barbara County live in low-income working families. This program will offer a variety of options for youth as
21.9% of the population fits the target demographic. By providing youth access to community centers and community based organizations the riders will be able to participate in tutoring, health and wellness programs, arts, literacy, enhancements, sports and constructive programs.
Project GHG Benefits
Greenhouse Gas Reductions - Describe qualitatively how this project will reduce greenhouse gas emissions.
This project will reduce greenhouse gas emissions by removing Guadalupe Flyer and Guadalupe Local transit riders from cars and convert them into the use of the Santa Maria Regional Transit.
Division of Local Assistance
Low Carbon Transit Operations Program Page 6 of 10
Sheet Name: Allocation Request
Rev. 1-2025
Attachment B
LCTOP FY 2024-2025 Allocation Request
New Average One-Way Fare Cost
($/One-Way Trip/Rider) (Average fare per
boarding resulting from project
implementation)
$1.50 *Project will not have an effect on fare
% of Project Budget Associated with Other Activity
Value Explanation
Baseline Average One-Way Fare Cost
($/One-Way Trip/Rider) (Average fare per
boarding, prior to project implementation)
$1.50 Fare for regular single ride
Other Project Activity (select from drop-down)
% of Project Budget Associated with Other Activity
Other Project Activity (select from drop-down)
Travel Cost Savings Benefits
Project Benefits
Primary Project Activity (select from drop-down) Operation of local transit service, including mixed mode % of Project Budget Associated with Primary Activity 100.00% Total Project GHG Emission Reductions
(MTCO2e) 132.78
This number is calculated based on the values from
above and the QM-Tool tab.
LCTOP Project GHG Emission Reductions
(MTCO2e) 132.78
This number is calculated based on the values from
above and the QM-Tool tab.
Total Project Ridership Increased
79,000
This is calculated based on the values above.
Total Project VMTs Reduced
506,825
This number is calculated based on the values
above.
Job Support Benefits (Refer to LCTOP Guidelines and CARB Co-Benefits website for more information) Trip Length (L) - Length (miles) of average
auto trip reduced or average passenger
trip length. You may use defaults values
list ed in the Lookup Tables tab.
9.10 Using the trip legth for the Regional Route 40
Gudalupe Flyer.
Project Useful Life 1 This is calculated based on the values above.
Project Yr. F Ridership Increase - Estimated
annual ridership contributed by the new
service or capital improvement in YrF.
79,000
SMRT anticipates that the Guadalupe Flyer Regional
Route and the Guadalupe Local Route will generate
a ridership of 79,000 rides.
Adjustment (A) - Adjustment factor to
account for Choice Riders. You may use
default values listed in the Lookup Tables
tab.
0.705
Using the default values listed for commuter bus
Project Yr. 1 Ridership Increase -
Estimated annual ridership contributed by
the new service or capital improvement
in Yr1. 79,000
SMRT anticipates that the Guadalupe Flyer Regional
Route and the Guadalupe Local Route will generate
a ridership of 79,000 rides.
Division of Local Assistance
Low Carbon Transit Operations Program Page 7 of 10
Sheet Name: Allocation Request
Rev. 1-2025
Attachment B
LCTOP FY 2024-2025 Allocation Request
x x
x
Step 2 - Identify a Need: Identify an important community or household need and evaluate how the project provides a benefit that meaningfully addresses the need.
Is the project located within the boundaries of a low-income community census tract or household? Yes Is the project located outside of a disadvantaged community, but within 1/2 mile of a disadvantaged community and within a low-income census tract? No Priority Population Community Engagement: Identify the specific assessment for the Community Engagement Co-benefit (High, Medium, Low):
Medium
Priority Populations Benefits
Step 1 - Identify the Priority Population(s): Determine if the project is at least partially located within a Priority Population census tract or will benefit Priority Population households.
Does your Agency's Service Area have a Disadvantaged Community? (as defined by SB 535) Yes Is the project located within the boundaries of a disadvantaged community census tract? Yes Reduced Operating/Maintenance Cost Promotes Active Transportation Increase System Reliability Promotes Integration w/ other modes Co-Benefits - Describe benefits selected above and other benefits not listed.
By consolidating the Guadalupe Flyer and the local Guadalupe Fixed Route into the Santa Maria Regional Transit it will improve efficiency, optimize resource allocation, and better serve the needs of the region. Some key advantages include centralized management of routes, fares, and technology. In addition, seamless travel experience for riders between two communities.
Co-Benefits - Check all additional Benefits/Outcomes.
Improved Safety Coordination with Educational Institution Improved Public Health College Grades K-12
Avoided Parking Cost ($/Roundtrip/Rider)
(Average avoided parking cost
associated with project)
$0.00 Project will not provide service
Avoided Toll Cost ($/Roundtrip/Rider)
(Average avoided toll cost associated
with project)
$0.00 Project will not provide service
Transit Facility Parking Cost
($/Roundtrip/Rider) (Average cost to park
to use transit associated with project)
$0.00 Project will not provide service
Division of Local Assistance
Low Carbon Transit Operations Program Page 8 of 10
Sheet Name: Allocation Request
Rev. 1-2025
Attachment B
LCTOP FY 2024-2025 Allocation Request
Amount of FY 24-25 funds to benefit Low-Income Community: $161,276 Priority Populations Benefits
Priority Population Benefit: Based on the selections above, explain in greater detail how the project will provide benefits to the priority populations in your service area.
The project will provide many benefits to the priority populations including improved efficiency through shared resources (fleet, staff, funding), better data collection for service planning, and a more seamless travel experience for riders going between two communities.
Please provide the amount of FY 24-25 LCTOP funds benefit Priority Populations by this project.
Amount of FY 24-25 funds to benefit a Disadvantage Community (If you have a DAC, at least 50% must benefit a DAC) : $322,551 Priority Populations Community Needs Description: Expound on the selections above in Method and Specific Common Need to describe the process that your agency used to identify important community needs. Provide details of any public outreach efforts, engagement events, community input, and workshops. No more than 1,200 characters.
The disadvanged and low-income community relies on and uses public transit services for their daily and essential needs. Community engagement is an ongoing process with workshops, transit meetings, surveys, engagement in Short Range Transit Plan, Unmet Transit Needs, customer service, and service changes. Santa Maria Regional Transit will have two metings on April 25, 2025 in regards to the consolidation of Guadalupe Flyer regional route and the Gudalupe local fixed route with Santa Maria Regional Transit.
Step 3 - Provide a Benefit: Does the project provide a direct, meaningful, and assured benefits to priority populations?
Identify the Priority Population(s) that will
benefit from this project.
Project provides benefits to a DAC, a LIC/HH, and a LIC/HH 0.5mi from a DAC
Priority Population Benefit: Select the
benefit your project provides to the
community or household.
D. Project improves mobility between key destinations and communities.
Method: Select the method your agency
used for identifying an important
community or household need.
A. Recommended Approach: Host accessible community
meetings,workshops, outreach efforts, or public meetings as part of the planning process to engage local residents and
community groups for input on community or household needs, and document how the received input was considered in the design and/or selection of projects to address those needs. For Specific Common Need: Make a selection
only if letter D is selected above.
Division of Local Assistance
Low Carbon Transit Operations Program Page 9 of 10
Sheet Name: Allocation Request
Rev. 1-2025
Attachment B
LCTOP FY 2024-2025 Allocation Request
SB 1119 Project Criteria: If this is a new or expanded service project, explain how it connects to a transit service that serves a Disadvantaged Community.
City of Guadalupe is marked as a Disadvanted Community in the California Climate Investments Priority Mapping Tool 4.0
Agency can meet there DAC requirement by meeting any of the SB 1119 Project Criteria (Only complete this section if you anwsered Yes in cell X253 and No in cell X254) :
Is the project a transit fare subsidies or network and fare integration technology improvements, including, but not limited to, discounted or free student transit passes No Is the project a purchase of zero-emission transit buses and/or purchase and installation of supporting infrastructure? No
Is the project a new or expanded transit service that connects with transit service serving a disadvantaged communities? Yes
Amount of FY 24-25 fund to benefit Low-Income Households and Residents within 1/2 mile of a DAC: $53,759
Total Amount of FY 24-25 LCTOP funds to benefit Priority Population (Total should not exceed total FY 24-25 LCTOP project funding): $537,586
Division of Local Assistance
Low Carbon Transit Operations Program Page 10 of 10
Sheet Name: Allocation Request
Rev. 1-2025
Attachment B
COUNCIL AGENDA REPORT
TO: Mayor and City Council
FROM: Brett Fulgoni, Director of Public Works
DATE: May 6, 2025
SUBJECT: Adoption of a Resolution Approving the Proposed Establishment of No Stopping Zones on Jason Way
Description:
The City Council will consider approving the establishment of No Stopping Zones on Jason Way adjacent to 1430 Jason Way driveways to improve safety for large vehicles entering and exiting the parking lot.
Environmental Notice: The activity is not a “Project” as defined under Section 15378 of the California Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3) no environmental review is required.
RECOMMENDATION:
Adopt a Resolution establishing No Stopping Zones on Jason Way, adjacent to 1430 Jason Way driveways.
BACKGROUND:
A Santa Maria business is requesting the establishment of No Stopping Zones at 1430 Jason Way to address parking issues that obstruct access for large trucks and create safety concerns.
As their operations and nearby businesses have grown, available street parking has diminished. While employees generally avoid parking near the facility’s driveways, unauthorized vehicles —often from outside parties —occasionally park in t hese areas, causing delays and increasing the risk of accidents.
The facility depends on semi-truck deliveries, which require adequate space to maneuver safely. Parked vehicles near the entrance and exit compromise that clearance, creating potential collision hazards. Although the business occasionally asks vehicle owners to move, this is not always feasible and has resulted in recurring issues.
To resolve these concerns, they are requesting red curb painting along the east side of both driveways, establishing clear No Stopping Zones , and deterring unauthorized parking.
2 DISCUSSION:
Per City Council Resolution No. 2061 and CAM 63 -15, a Traffic Committee was formed to “be responsible for the review, approval or denial, and recommendations to City Council on all matters and requests relating to traffic circulation and safety within the public right-of-way”. The Traffic Committee has reviewed the request for No Stopping Zones and recommends their establishment. The City Council has the authority to locate, establish, or eliminate No Stopping Zones within the City.
The No Stopping Zones recommended to be established is described as follows:
1. 1430 Jason Way, beginning at the easterly edge of the western driveway continuing east for a length of 20 linear feet.
2. 1430 Jason Way, beginning at the easterly edge of the eastern driveway continuing east for a length of 20 linear feet.
Alternative(s)
The alternative to the recommended action would be to not approve the establishment of the No Stopping Zones.
Fiscal Considerations
Establishing the No Stopping Zone will require labor and materials to paint the curb red.
The painted curb will need to be maintained in the future as the paint fades. Staff estimates it will cost the City $300 to install the red curb.
Impact to the Community
Approximately two parking spaces ( one per segment of red curb) will be removed to prevent vehicles from conflicting with large vehicles entering and exiting the facility located at 1430 Jason Way.
ATTACHMENT(S)
A. Resolution
B. Proposed No Stopping Zones to be Established on Jason Way
Attachment A
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF SANTA MARIA, CALIFORNIA,
ESTABLISHING NO STOPPING ZONES ON
JASON WAY, ADJACENT TO 1430 JASON WAY DRIVEWAYS
WHEREAS, it is in the best interest of the City of Santa Maria to establish No Stopping Zones at certain locations within the City; and
WHEREAS, the City of Santa Maria Traffic Committee has reviewed and is recommending the establishment of a No Stopping Zone at the location described below.
NOW, THEREFORE, IT IS HEREBY RESOLVED that pursuant to Section 7-5.14 of the Santa Maria Municipal Code, a No Stopping Zone shall be established on the following streets, incorporated herein by reference, at the following locations by the City Council of the City of Santa Maria, California, as follows:
1. 1430 Jason Way, beginning at the easterly edge of the western driveway continuing east for a length of 20 linear feet.
2. 1430 Jason Way, beginning at the easterly edge of the eastern driveway continuing east for a length of 20 linear feet.
BE IT FURTHER RESOLVED by the City Council of the City of Santa Maria, California, as follows:
SECTION 1. The foregoing shall constitute traffic regulations pursuant to ordinance.
SECTION 2. All work is to be accomplished using the standards and methods approved by the Director of Public Works. This shall be in accordance with standard City specifications, and the provisions of this resolution are to be carried out by erecting signs, painting marks and temporary markers and barricades required, and by su ch other indicators or devices as may be under provisions of the Vehicle Code of the State of California and regulations adopted pursuant thereto.
SECTION 3. The Chief Deputy City Clerk is hereby authorized to make minor changes herein to address clerical errors, so long as substantial conformance of the intent of this document is maintained. In doing so, the Chief Deputy City Clerk shall consult with the City Manager and City Attorney concerning any changes deemed necessary.
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Attachment A
PASSED AND ADOPTED at a regular meeting of the City Council of the City of Santa Maria held this 6th day of May 2025.
ATTEST:
Chief Deputy City Clerk
Mayor
APPROVED AS TO FORM:
_______________________________
City Attorney
APPROVED AS TO CONTENT:
_______________________________
Department Director
_______________________________
City Manager
Attachment B
COUNCIL AGENDA REPORT
TO: Mayor and City Council
FROM: Brett Fulgoni, Director of Public Works
DATE: May 6, 2025
SUBJECT: Adoption of a Resolution Approving a Lot Line Adjustment at Santa Maria Police Department
Description:
The City Council will consider approving recordation of a Lot Line Adjustment between lots 117-330-099 and 117-990-020.
Environmental Notice: The activity is not a “Project” as defined under Section 15378 of the California Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3) no environmental review is required.
RECOMMENDATION:
Adopt a Resolution approving the recordation of a Lot Line Adjustment between lots 117- 330-099 and 117-990-020.
BACKGROUND:
The City of Santa Maria owns lot 117 -330-099, which encompasses the Santa Maria Police Department and the adjacent parking lots. Palmetto Group, LLC owns lot 117-990- 020. In order to process a Lot Line Adjustment, both property owners must agree to move property lines that impact each property. As part of a negotiated agreement, the City and Palmetto Group, LLC have agreed to this Lot Line Adjustment as part of the Agreement of Purchase and Sale dated December 1, 2024.
DISCUSSION:
Palmetto Group, LLC has submitted legal description and exhibit showing the proposed Lot Line Adjustment, prepared by Fargen Surveys, Inc. These documents have been reviewed by the City Surveyor and found to be technically accurate. Additionally, Palmetto Group, LLC has applied for the Lot Line Adjustment through the Community Development Department; the application has been completed and approved by the Department. In order to effectuate the Lot Line Adjustment, the City Council must approve the recordation.
2 Alternative(s)
The City Council may elect not to approve the recordation of the Lot Line Adjustment.
This may create issues for the Santa Maria Police Department as the proposed Lot Line Adjustment would allow the Department to have adequate space f or parking of police vehicles in anticipation of planned growth to accommodate the proposed annexation of land east of US-101.
Fiscal Considerations
No additional costs will be assumed by the City to record this document. Performing this Lot Line Adjustment now will mitigate a future necessary expansion of the Santa Maria Police Department parking lot, which would otherwise require the purchase of additional land from Palmetto Group, LLC.
Impact to the Community
This expanded parking lot will allow the Police Department to continue to grow to meet the City’s needs as additional land is annexed and the City’s population increases.
ATTACHMENT(S)
A. Resolution
B. Lot Line Adjustment Application
C. Santa Maria Police Department Lot Line Adjustment SUB2025-0002
Attachment A
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF SANTA MARIA, CALIFORNIA,
APPROVING THE RECORDATION OF A LOT LINE
ADJUSTMENT BETWEEN LOTS 117-330-099 AND 117-990-020
WHEREAS, the City owns lot 117-330-099; and
WHEREAS, Palmetto Group, LLC owns lot 117-990-020; and
WHEREAS, it is in the best interest of the City of Santa Maria to plan for growth of the Santa Maria Police Department and to do so in a n efficient and fiscally responsible manner; and
WHEREAS, the City and Palmetto Group, LLC have agreed to this Lot Line Adjustment as part of an Agreement of Purchase and Sale dated December 1, 2024.
NOW, THEREFORE, IT IS HEREBY RESOLVED that pursuant to Section 11-11.03 of the Santa Maria Municipal Code, a Lot Line Adjustment shall be executed between Palmetto Group, LLC, and the City of Santa Maria for lots 117-990-020 and 117-330-099 respectively, and approved by the City Council of the City of Santa Maria, California, as follows:
SECTION 1. The Mayor, or designee, is hereby authorized and directed to execute for and on behalf of the City of Santa Maria, a Lot Line Adjustment with Palmetto Group, LLC, and
SECTION 2. The Chief Deputy City Clerk is hereby authorized to make minor changes herein to address clerical errors, so long as substantial conformance of the intent of this document is maintained. In doing so, the Chief Deputy City Clerk shall consult with the City Manager and City Attorney concerning any changes deemed necessary.
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Attachment A
PASSED AND ADOPTED at a regular meeting of the City Council of the City of Santa Maria held this 6th day of May 2025.
ATTEST:
Chief Deputy City Clerk
Mayor
APPROVED AS TO FORM:
_______________________________
City Attorney
APPROVED AS TO CONTENT:
_______________________________
Department Director
_______________________________
City Manager
Attachment B
Attachment B
Attachment B
Attachment B
Attachment B
Attachment B
Attachment C
Attachment C
Attachment C
Attachment C
Attachment C
Attachment C
Attachment C
COUNCIL AGENDA REPORT
TO: Mayor and City Council
FROM: Brett Fulgoni, Director of Public Works
DATE: May 6, 2025
SUBJECT: Adoption of a Resolution Approving Santa Maria Regional Transit’s Fiscal Year 2025-26 Ca lifornia Transit Development Act Claim for $6,884,219
Description:
The City Council will consider authorizing the Transit Division’s Transit Development Act Claim for Fiscal Year 2025-26 in the amount of $6,884,219 to partially fund Santa Maria Regional Transit’s operations and capital expenditures.
Environmental Notice: The activity is not a “Project” as defined under Section 15378 of the California Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3) no environmental review is required.
RECOMMENDATION:
Adopt a Resolution authorizing the Public Works Director, or designee, to file the City of Santa Maria’s claim for California Transit Development Act funds with the Santa Barbara County Association of Governments for allocation of T ransit Development Act funds for Fiscal Year 2025-26.
BACKGROUND:
The City of Santa Maria’s Transit Division operates as an Enterprise Fund, relying solely on its own sources of funding, primarily federal and state funding, to support its operation.
California’s Transit Development Act (TDA) provides a significant portion of the Transit Division’s funding. TDA provides local municipalities funding for their transit, paratransi t, transportation planning, pedestrian and bikeway facilities in a specific priority order, referred to as Articles 1 through 8. While TDA funds may be used for street and road projects, based on certain transit conditions being met and as a low priority article, the exception is when a city exceeds 100,000 in population, per census data, such as Santa Maria. Therefore, TDA funds cannot be used for street and road projects in Santa Maria.
TDA provides two major sources of funding for public transportation: Local Transportation Funding (LTF) and State Transit Assistance (STA) Funds.
2 LTF: Local Transportation Funds (LTF) is derived from a ¼ cent of the statewide general sales tax. The State Board of Equalization distributes the tax revenue to each county based on sales collected, and counties then appropriate funds based on population.
STA: State Transit Assistance Funds (STA) funds are appropriated by the legislature to the State Controller’s Office (SCO), which allocates the funds using a formula: 50 percent based on population and 50 percent based on prior fiscal year transit operator revenues.
DISCUSSION:
Every year, the City must apply for its allocation of TDA funds through its Metropolitan Planning Organization (MPO), which in this case is the Santa Barbara County Association of Governments (SBCAG). SBCAG distributes TDA funds to local agencies using the formulas noted above.
The City’s TDA application supports SMRT’s operating costs, representing approximately 45 percent of the program’s total op erating budget. The remainder is funded through federal grants and local fare revenue. STA funds are released later in the year after estimates are provided by the SCO and are not included in this initial claim. However, the Resolution authorizes the Publ ic Works Director (or their designee) to automatically initiate claims and manage these funds once they become available. The Resolution also permits administrative adjustments to TDA claims if requested by SBCAG or the State of California. The City primarily uses STA funds for capital expenses not easily covered by federal sources.
Alternative(s)
The only alternative to approving the TDA claim is to reject it. Doing so would significantly jeopardize the operation of the transit system and potentially place operational costs on the City’s General Fund.
Environmental Review
California State Bill 2922 (SB -922) exempts transit projects from having to conduct the CEQA analysis until 2030.
Fiscal Considerations
The total FY 2025 -26 TDA claim for City of Santa Maria is $5,578,670 . In addition, the County of Santa Barbara is allocating $1,182,000 of its TDA funds to the City to support SMRT services to unincorporated areas (e.g., New Cuyama, Orcutt, Tanglewood, and Los Alamos), bringing the total TDA claim to $6,884,219, as shown in Table 1.
3 The line-item details of the claim are as follows, Table 1:
Type of LTF Funding: Amount:
Regional Transportation Planning
(PUC 99262 & 99402)
$ 181,617.00
Pedestrian & Bikeway Facilities (PUC
99234)
$ 123,549.00
Articles 4 & 8 $ 5,578,670.00
County of Santa Barbara Contribution $ 1,182,000.00
Total $ 6,884,219.00
Attachment B contains Santa Maria’s TDA Claim with additional details.
Impact to the Community
TDA funds serve as the matching requirement for approximately $6 million in Federal Transit Administration funds necessary for transit operations and capital projects.
Approval of the TDA claim will secure continued state and federal funding for SMRT services, which provide vital transpo rtation for thousands of commuters, students, seniors, and individuals with disabilities in Santa Maria and northern Santa Barbara County.
Other Agency Review
The SBCAG serves as the reviewing body for all TDA claims and coordinates the transfers of TDA funding from the County of Santa Barbara to Santa Maria.
ATTACHMENT(S)
A. Resolution
B. FY 25-26 TDA Claim
Attachment A
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF SANTA MARIA, CALIFORNIA,
AUTHORIZING THE PUBLIC WORKS DIRECTOR, OR
DESIGNEE, TO FILE THE CITY OF SANTA MARIA’S
CLAIM FOR CALIFORNIA TRANSIT DEVELOPMENT ACT
FUNDS WITH THE SANTA BARBARA COUNTY
ASSOCIATION OF GOVERNMENTS FOR ALLOCATION
OF TRANSIT DELEVOPMENT ACT FUNDS
FOR FISCAL YEAR 2025-26
WHEREAS, the Transportation Development Act (TDA), as amended (Public Utilities Code Section 99200 et seq.), provides for the allocation of funds fr om the Local Transportation Fund and the State Transit Assistance Fund for use by eligible claimants for various transportation purposes; and
WHEREAS, pursuant to the provisions of the TDA, as amended, and the applicable rules and regulations thereunder (21 Cal. Admin. Code Sections 6600 et seq.) a prospective claimant wishing to receive an allocation from the Local Transportation Fund or the State Transit Assistance (STA) Fund shall file a claim with the Santa Barbara County Association of Governments (SBCAG).
NOW, THEREFORE, IT IS HEREBY RESOLVED by the City Council of the City of Santa Maria, California, as follows:
SECTION 1. Authorizes the Public Works Director , or designee, to execute and file an appropriate claim pursuant to the terms of the Transportation Development Act, as amended, and pursuant to applicable rules and regulations promulgated there under, together with all necessary supporting documents, with the Santa Barbara County Association of Governments for an allocation of TDA funds in Fiscal Year 2025-26.
SECTION 2. The authorized claim includes $ 181,617 for regional and transportation planning and $5,702,219 for transit purposes, in addition to STA funds to be allocated for mass transportation or local transportation planning.
SECTION 3. A copy of this Resolution be transmitted to the SBCAG in conjunction with the filing of the claim.
SECTION 4. The Chief Deputy City Clerk is hereby authorized to make minor changes herein to address clerical errors, so long as substantial conformance of the intent of this document is maintained. In doing so, the Chief Deputy City Clerk shall consult with the City Manager and City Attorney concerning any changes deemed necessary.
Attachment A
PASSED AND ADOPTED at a regular meeting of the City Council of th e City of Santa Maria held this 6th day of May 2025.
ATTEST:
Chief Deputy City Clerk
Mayor
APPROVED AS TO FORM:
_______________________________
City Attorney
APPROVED AS TO CONTENT:
_______________________________
Department Director
_______________________________
City Manager
Attachment B
COUNCIL AGENDA REPORT
TO: Mayor and City Council
FROM: Brett Fulgoni, Director of Public Works
DATE: May 6, 2025
SUBJECT: Adoption of a Resolution Approving the Appropriation of Santa Maria Regional Transit’s Senate Bill 125 and Transit and Intercity Rail Capital Program Grant Funds
Description:
The City Council will consider appropriating Transit Division grant funds awarded through California Senate Bill-125 and the Transit & Intercity Rail Capital Program, totaling $17,544,169. The funds will support the procurement of an over -the-road coach, Bus Rapid Transit development, facility improvements, and electric vehicle charging infrastructure.
Environmental Notice: The activity is not a “Project” as defined under Section 15378 of the California Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3) no environmental review is required.
RECOMMENDATION:
Adopt a Resolution authorizing the appropriation of California Senate Bill 125 and Transit and Intercity Rail Capital Program grant funds and authorizing the Mayor to execute an agreement with the Santa Barbara County Association of Governments for Senate Bill 125 funding, effective upon mutual execution and continuing through June 30, 2028.
BACKGROUND:
California Senate Bill 125 (Chapter 54, Statutes of 2023) (SB-125) directs $4 billion in funding through the Transit and Intercity Rail Capital Program (TIRCP) via a population- based formula, allowing regional transportation planning agencies to fund capital improvements and transit operations.
Additionally, the bill establishes the $1.1 billion Zero -Emission Transit Capital Program, distributed by both populat ion-based and revenue -based formulas. There is also a competitive discretionary funding pool available to transit agencies.
DISCUSSION:
SB-125 and TIRCP were created to fund transformative capital improvements that modernize California’s bus transportation, vanpool services, ferry, and rail transit systems to achieve all of the following policy objectives:
2 1. Reduce emissions of greenhouse gases
2. Expand and improve transit service to increase ridership
3. Integrate the rail service of the state’s various rail operations, including integration with the high‐speed rail system
4. Improve transit safety
In collaboration with the Santa Barbara Council of Associated Governments (SBCAG), Santa Barbara County transit operators convened to identify both local and region wide qualifying projects. The group agreed to leverage the formula -based distribution of SB - 125 funds as a local match towards applying for the discretionary T IRCP funds, in order to complete more substantial projects.
According to a population -based fo rmula and the formula based on transit operator revenues within the jurisdiction, the Santa Barbara County region is estimated to receive around $53 million in SB-125 funds over the next five years. Additionally, Santa Barbara County transit operators wer e successful with an award of $51,129,875 in TIRCP discretionary funds, of which the City of Santa Maria is scheduled to receive a total of $17,544,169 in combination of formula SB -125 and competitive discretionary TRCIP funds, which were awarded in the fourth quarter of 2024 and to be partly dispersed by the fourth quarter of 2025.
Santa Maria Regional Transit Projects
Amongst the groups, proposed local/regional projects were broader scale deployment of zero emission vehicles, construction of associated c harging infrastructure, the development of transformative transit models (e.g. Bus Rapid Transit ), as well as the purchase and/or construction of administrative facilities necessary to support rapidly expanding transit programs throughout the County.
Based on the adopted criteria recorded in Santa Maria Regional Transit (SMRT)’s 2021 Short Range Transit Plan, the City’s subsequent 2022 Zero Emission Transition Plan, regional consultation and internal forecasting, funds were awarded to the City of Santa Maria’s SMRT for the following projects noted in Table 1.
Table 1:
Santa Maria Regional Transit Projects
SMRT Project
SB-125
Formula
TIRCP
Competitive
Project
Total
Electric Over the Road Bus and Charger $1,472,428 $1,472,428 Facility Improvement $2,800,000 $9,500,000 $12,300,000 Opportunity Charging $1,071,741 $1,071,741
Bus Rapid Transit $1,200,000 $1,500,000 $2,700,000
Grant Total $17,544,169
3 Over the Road Coaches (Zero Emission)
Designed for long -distance intercity travel, these vehicles offer enhanced comfort, amenities (Wi -Fi, reclining seats, restrooms), and smoother ride quality compared to standard fixed -route buses. They are ideal for expanding regional connections while aligning with zero-emission goals.
Bus Rapid Transit (Transformative Project)
Bus Rapid Transit (BRT) is a high-quality bus-based public transport system designed to improve speed and reliability compared to traditional bus services. Key features include dedicated bus lanes, off-board fare collection to speed up boarding, frequent service, and comfortable stations with amenities like real-time information displays. BRT systems aim to offer a travel experience that rivals light rail, but at a significantly lower cost.
Furthermore, BRT can stimulate econo mic development along corridors by increasing property values and attracting businesses. (See Attachment B – BRT Feasibility Study.)
Administrative Transit Facility and EV Charging Infrastructure While the City’s SMRT has already achieved a lot to meet Air Resource Board mandates for the 100% transition to zero emission vehicles, infrastructure, particularly to support longer distance regional transit service, remains a need. The TIRCP discretionary grant award group concurred with this assessment and awarded $9.5 Million to SMRT towards addressing this need. Two key projects, with alternatives, are brought forward for City Council’s consideration.
A. Buellton Transit Hub
SMRT, in coordination with SBCAG, Lompoc, Solvang, and Buellton, proposes a new reg ional transit hub in Buellton. This facility will support multiple transit agencies and provide crucial electric charging for long -distance travel.
Approximately $4.5 million is earmarked. (See Attachment C – Map of Strategic Properties & Design Concepts.)
B. Transit-Oriented Development (TOD) & Admin Center
Funds will also support the acquisition of strategic properties near existing transit infrastructure for a new SMRT administrative center with TOD features. These may include mixed-use residential and com mercial spaces promoting walkability and transit access. (See Attachment C – Map of Strategic Properties & Design Concepts.)
City staff requests Council authorization to begin exploratory negotiations with property owners. Any proposed acquisitions will be brought back for Council consideration.
SBCAG SB-125 Agreement
A required formality for receiving the SB-125 funds is signing an agreement with SBCAG, our Regional Transportation Planning Agency (RTPA). Once the agreement is signed by both parties, the City can begin reimbursements for SB -125 funded projects. (See Attachment D.)
4 Alternative(s)
City Council may elect not to accept the allocation of TIRCP funds; however, this course is not recommended as it would forgo a significant one -time windfall for the transit program to supplement its ongoing and increasing capital expenditure costs.
Environmental Review
California State Bill 2922 (SB -922) exempts transit projects from having to conduct the CEQA analysis until 2030.
Fiscal Considerations
There is no impact on the City’s General Fund. The Transit Division is an Enterprise Fund sustained solely on its own sources of Federal, State funding, and locally generated revenues (i.e., fares). Appropriation of $11 million would be made available to the City’s Transit Program to be used for its defined eligible uses previously mentioned.
Impact to the Community
There are no anticipated impacts to the community nor the Transit Division riders by appropriating these funds to the Transit Division to sup plement its ongoing operating costs. However, the residents of Santa Maria and of northern Santa Barbara County are anticipated to be the biggest beneficiaries of these projects as enhanced carless travel options are made more robust throughout the region.
ATTACHMENT(S)
A. Resolution
B. BRT Feasibility Study
C. Map of Strategic Properties
D. SBCAG SB125 Agreement
Attachment A
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF SANTA MARIA, CALIFORNIA,
AUTHORIZING THE APPROPRIATION OF CALIFORNIA
SENATE BILL 125 AND TRANSIT AND INTERCITY RAIL
CAPITAL PROGRAM GRANT FUNDS AND
AUTHORIZING THE MAYOR TO EXECUTE AN
AGREEMENT WITH THE SANTA BARBARA COUNTY
ASSOCIATION OF GOVERNMENTS FOR SENATE BILL
125 FUNDING, EFFECTIVE UPON MUTUAL EXECUTION
AND CONTINUING THROUGH JUNE 30, 2028.
WHEREAS, the City of Santa Maria operates the Santa Maria Regional Transit (SMRT) system to provide public transportation services to the residents of the City and the surrounding region; and
WHEREAS, the California State Legislature enacted Senate Bill 125 (Chapter 54, Statutes of 2023), which directs funding through the Transit and Intercity Rail Capital Program (TIRCP) via a population -based formula and establishes the Zero -Emission Transit Capital Program; and
WHEREAS, the Santa Barbara County region is estimated to receive approximately $53 million in Senate Bill 125 funds over the next fiv e years based on population and transit operator revenues; and
WHEREAS, Santa Barbara County transit operators, including the City of Santa Maria, collaboratively applied for and were awarded $51,129,875 in TIRCP discretionary funds; and
WHEREAS, the City of Santa Maria is scheduled to receive a total of $17,544,169 in combined Senate Bill 125 formula funds and TIRCP discretionary funds, awarded in the fourth quarter of 2024 and to be partly dispersed by the fourth quarter of 2025; and WHEREAS, these grant funds will support critical transit projects for the City of Santa Maria, including the procurement of an electric over -the-road coach and charger, facility improvements, opportunity charging infrastructure, and Bus Rapid Transit development, as detailed i n Table 1 of the Council Agenda Report dated May 6, 2025; and
WHEREAS, the appropriation of these grant funds will allow the City to advance its goals of reducing greenhouse gas emissions, expanding and improving transit service, and modernizing its transit infrastructure; and
WHEREAS, a formal agreement with the Santa Barbara County Association of Governments (SBCAG) is required to receive the Senate Bill 125 funding; and Attachment A
WHEREAS, the City Council finds that accepting and appropriating these grant funds is in the best interest of the residents of the City of Santa Maria and the region.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Santa Maria as follows:
SECTION 1. The City Council hereby authorizes the appropriation of Senate Bill 125 and Transit and Intercity Rail Capital Program grant funds totaling $17,544,169 to the City’s Transit Program, specifically for the procurement of an over -the-road coach and charger, facility improvements, opportunity charging infrastructure, and Bus Rapid Transit development; and
SECTION 2. The Mayor is hereby authorized and directed to execute an agreement with the Santa Barbara County Association of Governments (SBCAG) for the Senate Bill 125 funding, in a form approved by the City Attorney, effective upon mutual execution and continuing through June 30, 2028; and
SECTION 3. City staff is authorized to take all necessary actions to implement the terms of this Resolution and the agreement with SBCAG, including but not limited to submitting required documentation, accepting grant funds, and managing project expenditures in accordance with grant requirements and City policies; and SECTION 4. This Resolution shall take effect immediately upon its adoption; and SECTION 5. The Chief Deputy City Clerk is hereby authorized to make minor changes herein to address clerical errors, so long as substantial conformance of the intent of this document is maintained. In doing so, the Chief Deputy City Clerk shall consult with the City Manager and City Attorney concerning any changes deemed necessary.
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Attachment A
PASSED AND ADOPTED at a regular meeting of the City Council of the City of Santa Maria held this 6th day of May 2025.
ATTEST:
Chief Deputy City Clerk
Mayor
APPROVED AS TO FORM:
_______________________________
City Attorney
APPROVED AS TO CONTENT:
_______________________________
Department Director
_______________________________
City Manager
SANTA MARIA REGIONAL TRANSIT
BUS RAPID TRANSIT STUDY, PHASE 1
DRAFT
March 12, 2024
Prepared for:
CITY OF SANTA MARIA
Gamaliel Anguiano, Transit Manager
1303 Fairway Drive
Santa Maria, CA 93455M
Prepared by:
PSOMAS
Michael Dour, Senior Transportation Planner
1410 Rocky Ridge Drive, Suite 300
Roseville, CA 95661
Project No. 6SAN100801
Draft - March 12, 2024 i
TABLE OF CONTENTS
1. Introduction
2. Existing Conditions
2.1 Transit Overview
2.2. Demographic Overview
2.3 Land Use and Development Overview
2.4 Regulatory Environment and Planning Overview
2.5 Existing Roadway & Traffic Conditions
3. BRT Overview
3.1 Running Way
3.2. Advance Traffic Signal Operations
3.3 Stations
3.4 Service/Operations
3.5 Route Structure
3.6 Fare Collection
3.7 Vehicles
3.8 Incremental Approach to BRT
4. BRT Opportunities and Challenges
4.1 BRT Options for North, Central and South Areas
4.2 BRT Candidate Routes
4.3 BRT Features – Opportunities and Constraints
5. Next Steps
ii March 12, 2024
TABLES
Table 1-1 BRT Features
Table 2-1 Annual Fixed Route Ridership 2019-2023
Table 2-2 Fixed Route Description & Ridership (FY 2022-23) Table 3-1 Stages of BRT Development
Table 4-1 North Area Opportunities & Constraints
Table 4-2 North Area Opportunities & Constraints
Table 4-3 North Area Opportunities & Constraints
Table 4-4 BRT Features Opportunities and Constraints
FIGURES
Figure 2-1 Vicinity Map
Figure 2-2 SMRT Regional Routes
Figure 2-3 SMRT Local Transit Routes
Figure 2-4 Residential Density (Persons per Square Mile) Figure 2-5 Annual Median Income
Figure 2-6 Percent of Renters Experiencing Rent Burden Figure 2-7 Zoning Map with Clusters of Major Development Figure 2-8 Potential "High Quality Transit Corridor"
Figure 2-9 N. Broadway Cross-section
Figure 2-10 S. Broadway Cross-section
Figure 2-11 Betteravia Road Cross-section
Figure 2-12 S. Miller Street Cross-section Adjacent to Santa Maria Transit Center Figure 4-1 North Area Options
Figure 4-2 Central Area Options
Figure 4-3 South Area Options
Figure 4-4 BRT Route A
Figure 4-5 BRT Route B
APPENDICES
Appendix A Summary of Federal Regulatory Environment
Appendix B Summary of State Regulatory Environment and Plans Appendix C Summary of Regional Plans
Appendix D Summary of Local Plans
Appendix E Major Developments January 2024
March 12, 2024 3
1. Introduction
Santa Maria Regional Transit (SMRT) has been exploring opportunities to make transit more comfortable, convenient and accessible to the community for many years. This includes recent changes to the local fixed route system that have generated significant ridership gains the past two years. The City also knows that high quality transit supported by first mile/last mile mobility can be a catalyst for smart infill growth. Bus Rapid Transit (BRT) has been discussed as a possible transit solution in the region since as early as 2011. To further enhance SMRT’s services and opportunities for infill growth along the Broadway (State Route 135) corridor, the City has undertaken this study to evaluate the opportunities and constraints to BRT in Santa Maria.
BRT is a high-quality bus-based transit system that delivers fast and efficient service that may include dedicated lanes, busways, traffic signal priority, off-board fare collection, elevated platforms and enhanced stations. Since BRT contains features similar to a light rail or subway system, it is often considered more reliable, convenient and faster than regular bus services. With the right features, BRT is able to avoid the delays that can slow regular bus services, like being stuck in traffic and queuing to pay on board.
Table 1-1 BRT Features
BRT Features
Frequent Service (buses typically arriving every 15 minutes) Limited stops (spacing typically one stop per mile)
Stops centered around activity areas
Transit Vehicle Prioritization
Faster boarding through bus and station design and prepaid fares System imaging or branding
BRT represents a way to improve mobility at relatively low cost through incremental investment with a combination of bus infrastructure, equipment, operational improvements, and technology.
Many of Santa Maria’s roadways, including State Route 135/Broadway as the City’s primary north-south corridor, were developed in the 1960’s and 1970’s as suburban, auto‐centric business strips with lower density buildings in a sea of parking. Santa Maria has recently fostered a variety of higher density and mixed-use infill projects, but the auto‐centric character of Broadway and other primary roads remains largely unchanged. These roads are often characterized by heavy traffic volumes, numerous driveways, high crash rates, and the lack of pedestrian and bicycle accommodations. The City of Santa Maria faces challenges in transforming its auto-centric arterial and commercial corridors into a multi-modal transportation route that addresses transit riders' needs while creating more equitable and accessible neighborhoods.
Reasons for Implementing BRT: Advanced planning for BRT service provides an opportunity to influence smart transportation choices and transit-oriented development decisions for decades to come. To this end, the City is considering the implementation of a BRT system along one or more of its major arterials, with the Broadway (SR 135) Corridor being the most likely
4 March 12, 2024
candidate. This BRT system, if implemented, will provide a sustainable alternative to vehicular travel, assist in reducing traffic congestion and vehicle miles traveled, reduce emissions, improve air quality and improve transit riders' experience, and induce economic development. This study will evaluate the opportunities and constraints to transforming the community with a multi‐modal BRT route that can fulfill Santa Maria’s infill growth aspirations.
Study Contents. This study includes:
Existing Conditions – This section documents the regulatory and physical setting pertinent to BRT.
BRT Overview – This section discusses the design and operational features of BRT and their relation to transit in Santa Maria.
Opportunities & Challenges – This section describes the key opportunities and challenges for BRT in Santa Maria
Next Steps – This section discusses the next steps that are needed to implement a BRT system in Santa Maria
2. Existing Conditions
Santa Maria, located on the Central Coast of California, is the most populous city in Santa Barbara County. It is located in northwestern Santa Barbara County and borders San Luis Obispo County along the Santa Maria River in the north. The Santa Maria Urbanized Area consists mostly of the City of Santa Maria proper, as well as Orcutt to the south and some portions of unincorporated Santa Barbara County including Tanglewood to the west. The Santa Maria Valley is known for its agriculture, wineries and barbeque origin.
Figure
2-1
Vicinity
Map
5 March 12, 2024
2.1 Transit Overview
The City of Santa Maria operates fixed route and ADA paratransit bus service known as Santa Maria Regional Transit (SMRT). SMRT fixed route services include 13 local fixed routes and two regional routes. SMRT’s regional fixed route includes service to New Cuyama, Lompoc, Vandenberg, Los Alamos, Buellton, Solvang, Santa Ynez and the Chumash reservation as shown in Figure 2-2.
Figure 2-2: SMRT Regional Routes
SMRT’s local service area includes the City of Santa Maria and the unincorporated communities of Orcutt and Tanglewood as shown in Figure 2-3. ADA door-to-door paratransit service is provided within ¾-mile of the local fixed routes. ADA paratransit service is not provided for the regional service.
SMRT tracks ridership across its system. As shown in Table 2-1, overall ridership fell significantly at the beginning of the COVID-19 pandemic. Since then, fixed route ridership has steadily returned and is now greater than before the pandemic:
Table 2-1 – Annual Fixed Route Ridership 2019-2023
Fiscal Year Ridership
2018/19 To be provided
2019/2020 To be provided
2020/21 225,773
2021/22 351,526
2022/23 413,280
1 COVID-19 Pandemic shutdown begins mid-March 2020
6 March 12, 2024
Figure 2-3 - SMRT Local Transit Routes
Source: City of Santa Maria
7 March 12, 2024
SMRT also tracks ridership by route. SMRT underwent a comprehensive update to fixed route services in January 2022. Table 2-2 shows ridership in FY 2022/23, the first full year of ridership numbers available for existing routes.
Table 2-2 – Fixed Route Description & Ridership (FY 2022/231) Route # Route Name Hours of Operation Frequency Stop Locations Ridership 1 Transit Center to
Preisker Park via
N. Broadway
6:30 AM – 8:30 PM
(weekday);
8:45 AM – 6:15 PM
(weekend)
45 minutes Transit Center,
Broadway/Alvin,
Taylor/Broadway, Hidden
Pines @ Preisker Park
63,075
2 Transit Center to
PVH School via
Western Ave.,
Donovan Rd.
6:30 AM – 8:19 PM
(weekday);
8:30 AM – 6:19 PM
(weekend)
60 minutes Transit Center, Western/Alvin,
Donovan/Miller, PVH School2,
Suey Crossing/Merrill Gardens
74,351
3 Transit Center to
Marian Hospital
to PVH School
via E. Main, Suey
Ln.
6:30 AM – 7:45 PM
(weekday);
8:45 AM – 6:20 PM
(weekend)
45 minutes Transit Center, Main/College,
Church/Palisade (Marian
Hosp), PVH School, Suey
Crossing/Merrill Gardens
26,695
4 Transit Center to
SMH School to
VTC via Cook St.,
Thornburg St.,
Betteravia Rd.
6:30 AM – 7:56 PM
(weekday);
8:45 AM – 6:26 PM
(weekend)
45 minutes Transit Center, Morrison/S.
Thornburg, S.
Thornburg/Carmen, A/McCoy,
Santa Maria Airport
23,592
5 Transit Center to
Gov’t Cntr to
Evergreen
Shopping Center
via Miller St,
S.M. Way
6:30 AM – 7:57 PM
(weekday);
8:45 AM – 6:27 PM
(weekend)
45 minutes Transit Center, Miller/Daniel,
Lakeview/Orcutt,
Miller/Betteravia
20,913
6. Orcutt to
Crossroads Shop
Cntr. Via Clark
Ave., Foster Rd.,
S. Bradley Dr.
6:45 AM – 8:08 PM
(weekday);
9:00 AM – 5:53 PM
(weekend)
45 minutes Bradley @ Crossroads
Shopping Center,
S. Bradely/E. Foster, Oak
Knolls Shopping Center,
Clark/Pacific, Foster @ Youth
Center
19,653
7 A.H. College,
Crossroads
Shopping Center
via Boone St.,
Bradley Rd.
6:30 AM – 8:36 PM
(weekday);
8:45 AM – 6:21 PM
(weekend)
45 minutes Transit Center, Bradley/Allan
Hancock College,
Bradley/Crossroads
(Walmart), McCoy/Albertsons
32,410
8 Tanglewood to
Crossroads
Shopping Center
via McCoy Ln.
6:30 AM – 8:30 PM
(weekday); 8:45 AM
– 6:15 PM
(weekend)
45 minutes Sandalwood/Black,
McCoy/Skyway,
Bradley/Crossroads
(Walmart), McCoy/Broadway
8,707
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Route # Route Name Hours of Operation Frequency Stop Locations Ridership 9 Transit Center to
PVH via Alvin
Ave.
6:30 AM – 7:55 PM
(weekday);
8:45 AM – 6:25 PM
(weekend)
45 minutes Transit Center, Alvin/Railroad,
Alvin/Bradley, PVH School2,
Suey Crossing/Merrill Gardens
42,516
11 Transit Center to
Gov’t Center via
S. Broadway
6:30 AM – 7:56 PM
(weekday);
8:45 AM – 6:26 PM
(weekend)
45 minutes Transit Center,
Broadway/Morrison (SMHS),
Bradley/Crossroads,
Broadway/Stowell
56,702
12X Broadway/Orcut
t Express
6:45 AM – 5:41 PM
(weekday)
60 minutes Transit Center,
Broadway/Stowell,
McCoy/Broadway, Santa
Maria Airport, Orcutt/Foster,
Clark/Orcutt (Delta HS),
Foster/Bradley (Righetti HS)
14,164
13X3 Transit Center to
PVH School via
N. Broadway
6:45 AM – 5:38 PM
(weekday)
60 minutes Transit Center,
Broadway/Tunnel,
Donovan/Miller, PVH School2,
Broadway/Orchard
-
204 Regional Route
20 Weekday
(Santa Maria,
Los Alamos,
Buellton,
Solvang, Santa
Ynez)
6:00 AM – 6:00 PM
(weekday); 8:45 AM
– 6:15 PM
(weekend)
150
minutes
Transit Center, College/Park,
Los Alamos Ferrini Park,
Buellton Albertson’s Center,
Solvang Park, Chumash,
Buellton/Freer/SR246
2,530
305 Regional Route
30 Weekday
(Santa Maria,
Vandenberg SFB,
Lompoc)
5:45 AM – 7:09 PM
(weekday)
30-120
minutes
S.M. Transit Center,
Broadway/Stowell, County
Gov’t Center,
McCoy/Broadway,
McCoy/Skyway, Santa Maria
Airport, Foster, VSFB Main
Gate, Vandeburg Village, AHC
Lompoc, Denmat Lompoc,
Mission Plaza Lompoc,
Lompoc Transit Center
27,972
TOTAL: 413,280
1 SMRT completed a comprehensive update to fixed route services in January 2022 so only a single fiscal year’s ridership data is shown.
2 PVH School served during morning and afternoon hours during academic school year only 3 Route 13X was initiated after June 30, 2023
4 Regional Route 20 was formerly known as Route 200. The Santa Ynez stop was added in FY23 5 Regional Route 30 was formerly known as Route 100 in FY23
Other transit services available in Santa Maria include the Guadalupe Flyer (operated by SMOOTH on behalf of the City of Guadalupe), the Clean Air Express (operated by Santa Barbara County Association of Governments (SBCAG) with service to Santa Maria, Buellton and Goleta), and San Luis Obispo Regional Transit Authority (SLORTA) Route 10 with service to Santa Maria – San Luis Obispo.
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2.2 Demographic Overview
The following demographic information is provided to help understand demographic characteristics that may affect transit ridership.
2.2.1 Population Density
Focusing transit services in areas with higher population density areas has the potential to increase ridership and provide the greatest transit benefit to the community. As seen in Figure 2- 4, population densities are greatest in the area close to the Broadway/Main Street intersection.
2.2.2 Income & Rent Burden
Households with lower incomes can experience rent burden and other fiscal challenges that may make them more dependent on transit and other lower cost transportation choices. As noted in the Socio-Economic Existing Conditions Report prepared by Raimi and Associates for the General Plan Update, the median household income in Santa Maria in 2018 was $59,000, compared with a median household income of $71,000 in Santa Barbara County.
Household income in Santa Maria varies significantly within the city. Figure 2-5, prepared by Raimi & Associates, provides a map of income levels by census tract. The tract shows that lower income households are located in the Broadway/Main area and in the vicinity of E. Battles Rd area east of Broadway, an area characterized by higher density apartment sites.
As can be seen in Figure 2-6, most Santa Maria renters with annual incomes of less than $75,000 experience rent burden, meaning that more than 30% of their income is allocated to housing.
There are some areas where household incomes above $75,000 also experience rent burden, likely due to higher rental rates experienced by some census tracts.
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Figure 2-4 – Residential Density (Persons per Square Mile)
Source: 2020 Census Demographic Data Map Viewer
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Figure 2-5 – Annual Median Income
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Figure 2-6 – Percent of Renters Experiencing Rent Burden
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2.3 Land Use and Development Overview
Land use patterns may indicate areas where there are potential transit users as well as areas with potential travel destinations. Land use patterns for Santa Maria are identified in the General Plan Land Use Element, which was adopted in 1991 and amended in 2011, and the City Zoning Ordinance Map that substantially corresponds to the land uses contained in the General Plan. It should be noted that the City is undergoing a comprehensive General Plan Update at this time.
The land use and zoning patterns include:
Commercial and mixed use development focused along Broadway, Main Street, Betteravia Road and S. Bradley Road.
Higher density residential land uses around the Broadway/Main Street (Town Center), Broadway/Battles Road and Broadway/Betteravia Road areas. Single family residential land uses spread throughout the City with large neighborhoods in the northwest, northeast and south areas.
Industrial land uses to the west and southwest near the airport. Public facility land uses are spread throughout the City, but with a concentration near College Drive at Battles Road and Stowell Road, including Hancock College and other civic uses.
Figure 2-7 is the latest version of the Zoning Map from January 2019 showing the above- described land use patterns.
The City of Santa Maria Community Development Department tracks major development projects through a semi-annual report. The most recent report from January 2024 identifies 46 major development projects (Appendix E). These include Residential, Commercial, Industrial and Mixed Use Projects that are located throughout the City. Of note for BRT purposes, there are projects clustered in the following areas:
Broadway/Preisker - five commercial and industrial projects. Broadway/Main Street - eight residential and mixed use projects. Broadway/Stowell - three high density residential apartment projects. Santa Maria Way/S. Miller Road - two high density residential and mixed use projects totaling 518 units.
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Figure 2-7 Zoning Map
15 March 12, 2024
2.4 Regulatory Environment and Planning Overview
The transportation regulatory environment includes Federal and State regulations applicable to BRT. The planning environment includes State, Regional and Local transportation plans. During preparation of this report, Psomas reviewed the following federal, state, regional and local plans and regulations:
Federal
FTA Technical Assistance Guides for BRT
State
Climate Action Plan for Transportation Infrastructure (CAPTI 2021) Caltrans System Investment Strategy (CSIS)
CARB Innovative Clean Transit (ICT) Rulemaking
Caltrans Director’s Policy DP-27-R1 & Deputy Directive DD-98-R1 Caltrans District 05 State Route 135 Transportation Concept Report (TCR), 2016
Regional
Connected 2050 Regional Transportation Plan (RTP)/, Santa Barbara County Association of Governments (SBCAG), August 2021
Central Coast Network Integration Study, SBCAG, July 2021 Clean Air Express Short Range Transit Plan, SBCAG, July 2021 San Luis Obispo County Highway 101 Bus Rapid Transit Applications Study, San Luis Obispo Council of Governments (SLOCOG), June 2013
Local
General Plan (2011)
Short Range Transit Plan (SRTP) for Santa Maria Area Transit (2020) Active Transportation Plan (2021)
Downtown Multimodal Streetscape Concept Plan (2019)
A detailed summary of these documents is provided in Appendix A. The review finds substantial support for BRT and high-quality transit at all levels. Particular attention is called out to these major findings:
The CAPTI 2021 and CSIS indicate a strong preference for alternative modes, including transit, within disadvantaged communities.
The Caltrans Director’s Policy DP-27-R1 & Deputy Directive DD-98-R1 recognize and support BRT on the state highway system.
SBCAG Connected 2050 supports enhanced transit and transit-oriented development. The 2011 General Plan Circulation Element identifies a Potential “High Quality Transit” Corridor with the purpose of coordinating future land use/transportation planning for the City (see Figure 2-8). This corridor encompasses an area north-south a distance of 8 miles from the Broadway/U.S. 101 intersection to the Orcutt Expressway/S.R. 1 intersection, and east-west a distance of 1 mile from U.S. 101/Bradley to 1-2 blocks west
16 March 12, 2024
of Broadway/Orcutt Expressway except at Main Street the east-west corridor is about 2 miles wide.
It should also be noted that the City has started pursuing BRT improvements by obtaining Regional Early Action Planning (REAP 2.0) funding for a BRT stop on Broadway (SR-135) at the southwest corner with Main Street.
Figure 2-8 Potential High Quality Transit Corridor
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2.5 Existing Roadway & Traffic Conditions
2.5.1 Roadway Cross-Sections
Psomas has developed cross-sections for N. Broadway, S. Broadway, Betteravia Road, and S.
Miller Street as candidate streets for BRT:
N. Broadway - This section of N. Broadway is south of
Donovan Road. The cross-section consists of 2 travel
lanes in each direction, a center left turn lane, and 7’ sidewalks. On-street parking and bike lanes are not
provided along this section of N. Broadway, and the
Santa Maria Active Transportation Plan does not
propose bicycle improvements or any additional
pedestrian improvements for this location.
Figure 2-9 N. Broadway Cross-section
S. Broadway - This section of N. Broadway is south of
Stowell Road. The cross-section consists of 3 travel lanes in each direction, left turn pockets at signalized intersections, a center median, 5’ bike lanes, and 5’ sidewalks. On-street parking is not provided. The Santa Maria Active
Transportation Plan does not propose any further bicycle improvements or pedestrian improvements in this location.
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Figure 2-10 S. Broadway Cross-section
Betteravia Road - This section is of Betteravia
Road, west of S. College Drive. The cross-section
consists of 3 travel lanes in each direction, left and
right turn pockets at signalized intersections, a center median, 6’ bike lanes, and 5’ sidewalks. On-street
parking is not provided. The Santa Maria Active
Transportation Plan does not propose any further
bicycle improvements or pedestrian improvements in
this location.
Figure 2-11 Betteravia Cross-section
S. Miller Street – The section of S. Miller Street is
adjacent to the Santa Maria Transit Center. The cross-
section consists of 1 travel lane in each direction (19’ wide), a center left turn lane (14’), 5’ bike lanes, and 5-6’ sidewalks. On-street parking is not provided. The Santa Maria Active Transportation Plan notes some
consideration for buffered bike lanes in this area but
otherwise does not propose any further bicycle or
pedestrian improvements. Given the width of the travel
lanes and center left turn lane, there may be an
opportunity to install bus turnouts that are convenient to the transit center.
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Figure 2-12 S. Miller Street adjacent to Santa Maria Transit Center
2.5.2 Traffic Conditions
Understanding existing traffic conditions will assist the City when considering opportunities and constraints to BRT, since BRT service may include transit vehicle prioritization via efforts such as exclusive or semi-exclusive right-of-way; advanced signal timing; and/or queue jumps. The traffic signals on Broadway (SR 135) are operated and maintained by Caltrans. Any modifications to traffic signal operations on SR 135 will require Caltrans approval.
The Santa Maria General Plan Update Transportation and Mobility Report includes maps that show traffic volume, peak hour Level of Service (LOS) for various street segments, and peak hour LOS at intersections (see Appendix D). LOS is a term that is used to define how well traffic flows through a given intersection or street segment, with LOS A being best conditions or free flow, while LOS F signifies significant congestion.
The maps show that most street segments operated at LOS A and most intersections operate at LOS B or C. However, there are several “hot spots” where peak hour LOS is degraded:
Segments
Orcutt Expressway (SR 135), N. of Foster Road at LOS E Orcutt Expressway (SR 135), N. of Lakeview Road at LOS F Orcutt Expressway (SR 135), N. of Miller Street at LOS E Orcutt Expressway (SR 135), S. of Miller Street at LOS E Orcutt Expressway (SR 135), N. of Santa Maria Way at LOS E Orcutt Expressway (SR 135), S. of Miller Street at LOS E Broadway (SR 135), N. of Stowell Road at LOS E
Broadway (SR 135), S. of Stowell Road at LOS E
Main Street (SR 166), US 101 SB Off-Ramp at LOS E
Betteravia Drive, E. of Bradley Drive at LOS D
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Intersections
Various intersections at US 101 interchanges
Miller Street at E. Betteravia Road – LOS D
S. College Drive at E. Betteravia Road – LOS D
S. Blosser Road at W. Stowell Road – LOS D
Miller Street at E. Stowell Road – LOS D
3. BRT Overview
BRT is defined by the Federal Transit Administration (FTA) as a rapid mode of transportation that can provide the quality of efficient rail service but with the flexibility and lower cost of buses. Conventional bus services are often incrementally developed into BRT. BRT represents a way to improve mobility at relatively low cost through incremental investment in a combination of bus infrastructure, equipment, operational improvements, and technology.
The design and service considerations for BRT include:
Running Way
Stations
Operations/Service
Route Structure
Fare Collection
Vehicles
Technology
These are discussed further in Section 3.1-3.8 and summarized in Table 3-1.
3.1 Running Way
The running way is the street upon which BRT service is provided. Running way characteristics can include:
Shared lanes in mixed traffic with some preferential treatments at traffic signals Semi-exclusive lanes (i.e. shared with bicycles, turn lanes, high occupancy vehicles) Dedicated BRT lanes, either center running with stations in the road median or side(curb) running with stations adjacent to the sidewalk; distinctive pavement. Queue jump lanes provide preference to buses at intersections. These can consist of an additional travel lane on the approach to a signalized intersection that is restricted to transit vehicles only. Another option may be a right turn pocket that allows for use by through transit vehicles.
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3.2 Advance Traffic Signal Operations
BRT may utilize a variety of advance traffic signal features and operations to improve transit reliability, efficiency, and mobility. These options are typically selected in consideration of the running way type and traffic characteristics along the BRT line and may include:
Traffic Signal Preemption interrupts normal signal operations to give the highest priority classes of vehicles a green light through the signal, outside the normal sequence of signal operations. Preemption is most typically used for emergency vehicles, but may be used for BRT vehicles.
Transit Signal Priority reduces transit vehicle delay at traffic signals by altering signal timing to extend or shorten signal phases to the benefit of an approaching transit vehicle.
Prioritization differs from preemption in that signal sequencing is not altered, just the timing within the normal signal sequence.
3.3 Stations
BRT stations can vary from standard bus stations by the quality, type and quantity of improvements. Typical improvements for BRT stations may include:
Platforms level with bus doors for level boarding and alighting “Branded” appearance, consistent with buses and marketing materials High quality design (i.e. enhanced shelter materials, landscaping and amenities) Additional seating
Electronic fare vending machines
Passenger information signs including real time bus arrival information Bike racks and/or lockers
Park-n-ride lots at key nodes
3.4 Service/Operations
BRT often has the following service characteristics:
Frequent all day service
Short headways (15 minutes or better)
Greater spacing between stops (typically 1-mile)
3.5 Route Structure
BRT routes typically often has the following service characteristics:
Simple route layout
Convenient transfers
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Stations centered around existing or planned major activity centers and high density housing
3.6 Fare Collection
BRT relies upon fast and convenient service. Pre-paid, off-vehicle fares contribute to fast boarding. Electronic smart card payment systems can also increase boarding speed.
3.7 Vehicles
BRT systems design their buses to provide fast boarding and alighting with high quality amenities including:
Front and rear doors for boarding and alighting - high ridership systems may also use longer “articulated” buses
Doors level with station platforms
High capacity seating
Pleasant and quiet interiors
Passenger amenities such as USB ports and wifi
“Branded” exteriors consistent with marketing materials and stations
Vehicle design should be evaluated in consideration of fleet resiliency. Similar to other vehicles, buses require regular service and repairs. When a bus is being serviced, a spare must be used. If an agency configures its BRT buses differently than its regular route buses, then the agency may end up needing a higher spare ratio (to have spare buses for both BRT and regular routes).
Without the higher spare ratio, then a regular bus may need to be used on the BRT route, and this could result in rider confusion and/or slower boarding and alighting. Alternatively, if all regular route buses are compatible with the BRT route and exteriors are not fully “branded”, then a lower spare ratio may be achieved while meeting the primary goals for BRT.
As noted in Section 2.4 and Appendix B, the CARB ICT requires that SMRT and other transit agencies begin buying zero emission vehicles in 2026 in order to achieve a full transition to zero- emission technologies by 2040. SMRT’s zero emission bus transition plan may need to be updated to consider the needs of BRT routes.
3.8 Incremental Approach to BRT
As noted in the publication Caltrans – Bus Rapid Transit: A Handbook for Partners, BRT systems are often developed in an incremental fashion. Often this will start within increasing service on existing high ridership routes for an initial BRT stage and then incrementally increasing services and amenities until full BRT Operation is reached. Table 3-1, which is from the Caltrans handbook. notes how the various services and amenities of BRT systems may be developed over time.
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Table 3-1 Stages of BRT Development
Attachment B
24 March 12, 2024
4. BRT Opportunities and Challenges
BRT systems typically build upon transit routes that have existing high ridership and the potential for ridership growth. As shown in Table 2-2, routes 1, 2, 9 and 11 are the highest ridership routes in Santa Maria. Routes 1 and 11 travel north-south primarily on Broadway, while routes 2 and 9 run roughly east-west in the north end of the City. All four routes connect to the Santa Maria Transit Center.
In consultation with SMRT staff, this plan focuses on a north-south study corridor for BRT primarily along Broadway. This is consistent with the General Plan’s High Quality Transit corridor map (Figure 2-8) and reflective of the north-south orientation of the Santa Maria urbanized area.
Within this north-south framework, there are several key decisions that would need to be made for BRT. These include:
At the north end, how will BRT buses turn around to return to Broadway? Should the route deviate from Broadway to the Santa Maria Transit Center located on S.
Miller Street?
Should the route deviate from Broadway to the commercial centers at Betteravia/S.
Bradley?
This report does not include travel demand forecasting, route modeling and run cuts, or other technical analysis that would be provided in future Phase 2 analysis. However, this report does identify some of the opportunities and challenges associated with each of the BRT solutions.
4.1 BRT Options for North, Central and South Areas
North Area BRT Options
Figure 4-1 shows the north end of the potential BRT route and identifies several opportunities for turnarounds. Two of these opportunities are modeled on existing transit routes. The 3rd turnaround is located upon the large undeveloped parcel at the southwest corner of Broadway/Preisker that is identified as a Transit Oriented Development (TOD) candidate site.
The 4th turnaround option is associated with the park-n-ride lot that is being planned with the preliminary design phase of the US101/SR135 (Broadway) Interchange Improvement project.
The planned park-and-ride would include an enhanced parking facility proposed for recreational use and with connectivity to the levee trail system.
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Figure 4-1 – North Area Options
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Table 4-1 – North Area Opportunities & Challenges
Turnaround Option Opportunity Challenge
W. Donovan Loop BRT use of existing bus stops
Shortest available turnaround (currently)
Connection to census tract experiencing moderately
low annual median income
Adjacency to census tract experiencing moderate-high
rent burden
Serves a greater number of residential units
Disconnected to hotels
Disconnected to Preisker Park and north neighborhoods Preisker Park Loop BRT use of existing bus stops
Connection to Preisker Park
Connection to census tract experiencing moderately
low annual median income
Service to hotels
Longer turnaround route increases route time and
operating cost
Future Park-n-ride
Loop
Connection to hotels and TOD site
Potential for convenient turnaround
Design and timing of P-N-R lot to be determined
TOD Opportunity
Loop
Potential for convenient turnaround
Potential for Transit-Oriented-Development
Existing zoning (PD/C2, PD/R-1,PD/ RMHP) may not be
conducive to TOD use
Privately owned - ultimate use and timing of development not known
Central Area BRT Options
Figure 4-2 shows two route options between Donovan Road and Betteravia. One option is directly along Broadway. The other option diverts from Broadway to the Santa Maria Transit Center using E. Cook Street to S. Miller and returning to Broadway via E. Stowell. A future extension of E. Jones Street may also facilitate a return to Broadway.
To maintain operational efficiency for the BRT route, it is recommended that southbound and northbound BRT stops are created on the west and east sides of S. Miller Street adjacent to the Transit Center. Transit users transferring to/from BRT would walk from the stops on S. Miller into the transit center. The Phase 2 BRT study and/or the Transit Center improvement project would evaluate the improvements needed to install new BRT stops on S. Miller.
Table 4-2 – Central Area Opportunities & Challenges
Route Option Opportunity Challenge
Broadway Only Most Direct route
Access to Town Center, Santa Maria H.S.
and Stowell TOD site
Adjacency to census tracts with very low
annual median income and experiencing
high and moderate-high rent burden
Access to Hancock College and Blosser Ranch
not provided; consider autonomous shuttle,
feeder bus and micro-mobility for access
Santa Maria Transit Center via
S. Miller Street
Connection to Transit Center may facilitate
easier transfers to feeder buses
Access to Town Center, Santa Maria H.S.
and Stowell TOD site
Adjacency to census tracts with very low
annual median income and experiencing
high and moderate-high rent burden
Slightly longer route may extend route time
and operating cost
Access to Hancock College and Blosser Ranch
not provided; consider autonomous shuttle,
feeder bus and micro-mobility for access
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Figure 4-2 – Central Area Options
South Area BRT Options
Figure 4-3 shows the south end of the potential BRT route and identifies two opportunities for turnarounds, one along Betteravia to McCoy and another along S. Miller and Santa Maria Way.
Attachment B
28 March 12, 2024
Figure 4-3 – South Area Options
Table 4-3 –South Area Opportunities & Challenges
Turnaround Option Opportunity Challenge
Betteravia/McCoy Loop Connection to Key Employment Center with future TOD opportunity
Use of existing bus stops, including S.
Bradley Transfer Point
Adjacency to census tract with low annual
median income
Adjacency to census tract experiencing
moderate-high rent burden
Disconnected to hotels
Disconnected to Preisker Park and north
neighborhoods
Slightly longer route may extend route time
and operating cost
Santa Maria Way Loop Shortest/quickest return to Broadway BRT short-term use of existing bus stops
Adjacency to census tract experiencing
moderate-high rent burden
Service to northern end of TOD opportunity
site with upcoming high density residential
development
Disconnected to S. Bradley employment area
Lack of connection to S. Bradley Transfer
Point may make transfers to other feeder
routes more challenging
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4.2 BRT Candidate Routes
As can be seen above, due to the grid street layout in Santa Maria there are a number of routing permutations available for BRT. When taken as a whole, Psomas has developed two likely candidates for future consideration. Option A has a more limited geographic extent, but is the shortest possible route which could prove easier and less costly to operate. Option B provides greater geographic coverage but as a longer route that may be more costly to operate.
Route A
Route A runs north-south along Broadway from Taylor Street to Santa Maria Way. This route does not deviate from Broadway except to perform a looped turnaround at the north end (using Taylor Street, Railroad Avenue and Donovan Road) and at the south end (using McCoy Lane, S Miller Street and Santa Maria Way). Key characteristics include:
Route A covers most of existing Routes 1 and 11.
Seven (7) total stops are anticipated.
Three (3) stops located in the highest residential density areas. Three (3) stops in the lower median income and higher rent burden areas at Broadway/Alvin, Broadway/Main and Broadway/Battles.
Stops in proximity to all four (4) of the Major Development clusters. Direct service is not provided to the Santa Maria Transit Center, Betteravia/S. Bradley commercial center, Blosser Ranch Specific Plan, Hancock College or the Orcutt community, and consideration would have to be provided for feeder bus routes, autonomous shuttle(s) or micro-mobility.
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Figure 4-4 – BRT Route A
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Route B
Route B runs north-south along Broadway from Hidden Pines Way to McCoy Lane. This route deviates from Broadway to facilitate a direct connection to the Santa Maria Transit Center on S.
Miller Street. This route uses Hidden Pines Way, Railroad Avenue and Taylor Street to facilitate a turn-around on the north end. This route also deviates from S. Broadway along Betteravia Road to reach the transfer point on S. Bradley Road and then use McCoy Lane to return to Broadway.
Key characteristics include:
Route B covers most of existing Routes 1 and 11 and some of Route 5 and 6. Eight (8) total stops are anticipated.
Two (2) stops located in the highest residential density areas. Three (3) stops in the lower median income and higher rent burden areas at Broadway/Alvin, Broadway/Main and Broadway/Battles.
Stops directly to three (3) of the Major Development clusters, and a stop in relative proximity to the Santa Maria Way Major Development Cluster. Direct service is provided to the Santa Maria Transit Center facilitating enhanced connections to feeder routes.
Direct service is provided to the Betteravia/S. Bradley commercial center and nearby transfer point.
Direct service is not provided to the Blosser Ranch Specific Plan, Hancock College or the Orcutt community, and consideration would have to be provided for feeder bus routes, autonomous shuttle(s) or micro-mobility.
4.3 BRT Features - Opportunities and Challenges
Chapter 3 identified a number of features common to BRT service. Table 4-4 evaluates these features in context of Santa Maria and the potential route options:
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Figure 4-5 – BRT Route B
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Table 4-4 BRT Features Opportunities and Challenges
BRT Feature Opportunities Challenges
Running Way Shared Lanes Current SMRT routes share lanes BRT Convenience is not optimized Semi-exclusive
Lanes
Existing right turn pockets may provide
opportunities for BRT in combination with
traffic signal prioritization
Where bike lanes are currently
provided, width is not sufficient for
shared BRT
HOV lanes are not present
Dedicated BRT
Lanes
Some segments of Broadway and
Betteravia have 3 lanes in each direction
providing an opportunity to create a
dedicated BRT lane
Effect on traffic operations would have
to be evaluated and reviewed with
Caltrans and Santa Maria traffic
engineers
Queue Jump
Lanes
Right turn pockets are available at some
intersections to facilitate queue jumps
Effect on traffic operations would have
to be evaluated and reviewed with
Caltrans and Santa Maria traffic
engineers
Advance Traffic
Signal Operations
Traffic Signal
Preemption
Opticom or other preemption equipment
currently used by emergency responders
at traffic lights may be available
Effect on traffic operations, including
signal timing, would have to be
evaluated and reviewed with Caltrans
and Santa Maria traffic engineers
Evaluation of required on-board
equipment would be needed
Traffic Signal
Priority
Traffic signal prioritization for BRT may
enhance route timing while minimizing
effect upon traffic signal operations
Effect on traffic operations, including
signal timing, would have to be
evaluated and reviewed with Caltrans
and Santa Maria traffic engineers
Evaluation of required traffic signal
capabilities and on-board equipment
would be needed
BRT Stations Existing stations may be upgraded over
time to facilitate BRT service
Upcoming development projects may
offer an opportunity to reserve right-of-
way and facilitate station construction
Surveying and design of up to 8 stations
required to evaluate station needs
Limited right-of-way may prove
challenging to accommodate queueing
areas for multiple buses, provide park-
n-ride opportunities and facilitate other
amenities
Service/Operations Frequent service will enhance reliability and customer satisfaction
Funding required to acquire additional
buses and pay for more frequent
service
Existing routes will have to be re-
designed as BRT feeder routes, or
alternatively micromobility (i.e. bike/
scooter share) or autonomous vehicles
may be used as BRT feeder systems
Route Structure Option A provides the most straight
forward route but may not facilitate
transfers as conveniently
Option B is a straight forward route that
appears to offer the best transfer
opportunities and ties into most major
development clusters and supporting
demographic areas (i.e. high density and
low income areas)
Option C offers more geographic
coverage but would increase costs due
to the length of the route.
Vehicles and Fare
Collection
Raised platforms facilitate level boarding
Front and rear (dual) boarding and
alighting increases customer convenience
Branded buses reinforce positive aspects
of BRT service such as shorter headways
and increase convenience
ADA ramps may be required to support
level boarding at stations
Rear door boarding may require
additional fare readers
Branded buses may require additional
spare buses to avoid confusion that
could result if mixing branded and non-
branded fleet vehicles
Cost of articulated buses may not be
supported until ridership increases
34 March 12, 2024
Caltrans Coordination - Future BRT routes are anticipated to be primarily located on SR135 (Broadway). Caltrans Director’s Policy and Deputy Directives are very supportive of BRT, but BRT operations have the potential to influence overall operations on SR 135 and present corresponding challenges. It is very important to engage Caltrans District 5 leadership about BRT, including queue jumps and traffic signal operations.
5. Next Steps
BRT presents a new and dynamic approach to transit in Santa Maria. BRT has the potential to provide fast and efficient service for transit users in Santa Maria by providing more frequent service and reduced delays through traffic signal priority, off-board fare collection, elevated platforms and enhanced stations. This has the potential to increase ridership on Santa Maria Transit and improve overall customer satisfaction.
BRT also provides an opportunity to influence smart transportation choices and transit-oriented development. Many state grant programs, housing incentives and zoning incentives encourage Transit Oriented Development in proximity to BRT. Since the comprehensive General Plan Update is currently underway, it is recommended that the City consider:
▶ Include transit supportive land use goals and policies in the General Plan. ▶ Consider higher density and mixed use land use designations and zoning in areas are potential Transit Oriented Development sites and potential BRT stops. ▶ As part of the development review process, reserve right-of-way for potential BRT stops.
Additional study is recommended to further evaluate the potential for BRT in Santa Maria. This would typically happen in two stages:
1) Preliminary Design/Environmental Review and
2) Final Design/Implementation.
Potential components of these next phases are identified below:
Preliminary Design/Environmental Review
▶ Public Participation including Key Stakeholder Engagement with Caltrans and others ▶ Travel Demand Modeling/Traffic Counts
▶ Screening Criteria for Corridor Evaluation
▶ Technology Assessment
▶ Corridor Selection and Refinement
▶ Right-of-way Analysis at Key Stops
▶ Conceptual Plans
▶ Environmental Review
▶ BRT Business Plan with Planning Level Cost Estimates for operations, maintenance and capital outlay to confirm economic viability
▶ Implementation Plan
35 March 12, 2024
Final Design & Implementation
▶ Plans, Specifications & Estimates
▶ Right-of-way Acquisition
▶ Permitting
▶ Grant Funding
▶ Construction of BRT improvements
▶ Bus Acquisitions in consideration of the CARB ICT
SCHOOL
ELIZABETH
EAST
COLLEGE
BOONE
MILLER
HASLAM
SPEED
OAKWOOD
MORRISON TUPELO
BROADWAY
MCCLELLAND
COOK
ORANGE
CENTRAL
ALLEY
ARCTIC
JONES
OAK
PARK
CHAPARRAL
Esri Community Maps Contributors, County Of San Luis Obispo, California State Parks, © OpenStreetMap, Microsoft, Esri, TomTom, Garmin, SafeGraph, GeoTechnologies, Inc, METI/NASA, USGS, Bureau of Land Management, EPA, NPS, US Census Bureau, USDA, USFWS ¯
0 500 1,000250 Feet
City of Santa Maria
Transit Center
APN: 125-142-002
APN:
125-200-036
125-200-047
APN:
125-112-010
125-112-011
125-112-012
125-112-014
Potential TOD Sites
WAGON
SPUR
CORRAL
BRONCO
PINTO
SKYWAY
RODEO
WESTGATE
FAIRWAY VISTA
MCCOY
IRONRIDGE
JASON
AIRPARK
ALLEY
A
THOMPSON
FAIRWAY
Esri Community Maps Contributors, County Of San Luis Obispo, California State Parks, © OpenStreetMap, Microsoft, Esri, TomTom, Garmin, SafeGraph, GeoTechnologies, Inc, METI/NASA, USGS, Bureau of Land Management, EPA, NPS, US Census Bureau, USDA, USFWS ¯
0 500 1,000250 Feet
Potential TOD Site
APN: 111-760-028
City of Santa Maria
Transit Yard
Esri Community Maps Contributors, County Of San Luis Obispo, California State Parks, © OpenStreetMap, Microsoft, Esri, TomTom, Garmin, SafeGraph, GeoTechnologies, Inc, METI/NASA, USGS, Bureau of Land Management, EPA, NPS, US Census Bureau, USDA, USFWS ¯
0 500 1,000250 Feet
Current Parcels
117-030-095
ILIFF DALE & KAREN FAMILY TRUST 10/26/04
2005 N BROADWAY
117-030-096
ILIFF DALE & KAREN FAMILY TRUST 10/26/04
2067 N BROADWAY
X
XXX
X
XXXXXXDROP-DOWN EVOPPORTUNITYCHARGING STATIONSOLAR SHADE STRUCTURE RECONFIGURE PULL IN/OUTSPACE FOR NET INCREASEOF 1 SPACE) PROVIDE ADDITIONALSAWTOOTH PARKING BAYSFOR A NET INCREASE OF 4SPACES)
AREA FOR BATTERY POWER STORAGE
WALKWAY EV CHARGING
DEDICATED STAFF PARKING
EV CHARGINGEV CHARGING
DROP-DOWN EVOPPORTUNITYCHARGING STATION
DROP-DOWN EVOPPORTUNITYCHARGING STATIONDROP-DOWN EVOPPORTUNITYCHARGING STATIONDROP-DOWN EVOPPORTUNITYCHARGING STATION
DROP-DOWN EVOPPORTUNITYCHARGING STATIONDROP-DOWN EVOPPORTUNITYCHARGING STATIONDROP-DOWN EVOPPORTUNITYCHARGING STATION
SOLAR SHADE STRUCTURE
EV CHARGINGEV CHARGINGEV CHARGINGEV CHARGING
EV CHARGING
EV CHARGING
EV CHARGING
EV CHARGING
PHASE 1 - IMPROVE EFFICIENCY ANDFUNCTIONALITY OF EXISTING TRANSIT SERVICE·PROVIDE MORE BUS PARKING·PROVIDE OPPORTUNITY EV CHARGINGSTATIONS·PROVIDE PARKING FOR TRANSIT CENTER STAFFAND VISITORS PHASE 1ASPHALT PAVEMENT
LEGEND
PAVED WALKWAYOVERHEAD STRUCTURELANDSCAPE
BATTERY STORAGE
SHEET NUMBER:
OPTION 1
A1.1
All designs and other information on these drawings are for use on this specific project and shall not be used otherwise without the expressed written permission of Omni Design Incorporated. Written dimensions on these drawings shall take precedence over scaled dimensions. Contractors shall verify and be responsible for all dimensions and conditions on this job and this office shall be notified in writing of any variations from the dimensions or conditions shown in these drawings.
SHEET NUMBER:
PROJECT NUMBER: 1330-03DATE: JANUARY 16, 2024SHEET TITLE:
Project:SANTA MARIA TRANSIT CENTERMODERNIZATION PROJECT400 BOONE STREETSANTA MARIA | CALIFORNIA | 93454Client:CITY OF SANTA MARIAGAMALIEL ANGUIANO, SMRT DIRECTOR110 PINE STREETSANTA MARIA | CALIFORNIA | 93458PHONE: 805.925.0951 No.RevisionDateBy 1PLAN CHECK RESPONSES
1326 CHORRO STREETSAN LUIS OBISPO, CALIFORNIA 93401
SCHEMATICDRAWINGS
PROPOSED SITE OPTION 1SCALE: 1" = 20'-0"NORTH
JONATA PARK
ZACA
SHADOW MOUNTAIN
LA LATA
FIRST
SECOND
THOMAS
FREEDOM
BUNDY
MENLO
PAULA RAY
IRELAN
DAMASSA
DAWN
HWY 101
SIX FLAGS
PARK
VALLEY VINEYARD
KAREN
NINA
SHARON
KIM SUE
TERI SUE
DOWNEY
LA PITA
HWY 246
CENTRAL
PALM
AVENUE OF FLAGS
MCMURRAY
VICTORY
SR-246 NB OFF
SR-246 SB ON
AVENUE OF FLAGS SB OFF
MCMURRAY RD NB ON
SR-246 SB OFF
MCMURRAY RD NB OFF
SR-246 NB ON
AVENUE OF FLAGS SB ON
Maxar, Microsoft
¯
0 500 1,000250 Feet
Proposed
Buellton
Station
Potential Regional Transit Hub
JONATA PARK
ZACA
SHADOW MOUNTAIN
LA LATA
FIRST
SECOND
THOMAS
FREEDOM
BUNDY
MENLO
PAULA RAY
IRELAN
DAMASSA
DAWN
HWY 101
SIX FLAGS
PARK
VALLEY VINEYARD
KAREN
NINA
SHARON
KIM SUE
TERI SUE
DOWNEY
LA PITA
HWY 246
CENTRAL
PALM
AVENUE OF FLAGS
MCMURRAY
VICTORY
SR-246 NB OFF
SR-246 SB ON
AVENUE OF FLAGS SB OFF
MCMURRAY RD NB ON
SR-246 SB OFF
MCMURRAY RD NB OFF
SR-246 NB ON
AVENUE OF FLAGS SB ON
Maxar, Microsoft
¯
0 500 1,000250 Feet
Proposed
Buellton
Station
Potential Regional Transit Hub
Attachment C
SBCAG & SMRT SB125 Agreement
AGREEMENT BETWEEN
SANTA BARBARA COUNTY ASSOCIATION OF GOVERNMENTS
AND
SANTA MARIA REGIONAL TRANSIT
ALLOCATION OF SB 125 TRANSIT PROGRAM FUNDING
T
his Agreement is by and between the Santa Barbara County Association of Governments (SBCAG) and the Santa Maria Regional Transit (“Awardee”) herein referred to individually as “Party”, collectively as “Parties”.
W
HEREAS, Assembly Bill (AB) 102 (Chapter 38, Statutes of 2023) and Senate Bill (SB) 125 (Chapter 54, Statutes of 2023) amended the Budget Act of 2023 to appropriate $4,000,000,000 of General Fund to the Transit and Intercity Rail Program (TIRCP) over the next two fiscal years as well as $910,000,000 of Greenhouse Gas Reduction (GGRF) funding and $190,000,000 of Public Transportation Account (PTA) funding over the next four fiscal years to establish the Zero-Emission Transit Capital Program (ZETCP) to fund transformative capital improvements intended to modernize California’s intercity rail, transit, commuter and ferry systems , hereinafter referred to as the “ SB 125 Transit Program”;
W
HEREAS, according to a population -based formula and another formula based on transit operator revenues within the jurisdiction, the Santa Barbara County (“County”) region is estimated to receive $53,475,278 of SB 125 Transit Program funds; W
HEREAS, the SBCAG is the state-designated Regional Transportation Planning Agency for the County of Santa Barbara;
W
HEREAS, as defined in Section 13987(j) of the Government Code, SBCAG is the County of Santa Barbara’s Regional Transportation Planning Agency. SBCAG is an eligible funding recipient and may receive and distribute SB 125 Transit Program funds to eligible public agencies for projects approved by the California State Transportation Agency (CalSTA) in the County of Santa Barbara;
W
HEREAS, SBCAG will distribute SB 125 Transit Program funds to eligible public agencies under its regional jurisdiction;
W
HEREAS, on December 14, 2023, the SBCAG Policy Board approved a project list for the SB 125 Transit Program Funds to be submitted for final approval by CalSTA; W
HEREAS, on the August 7, 2024, CalSTA approved projects for County; W
HEREAS, in accordance with SB 125 Transit Program guidelines, SBCAG has requested the County Auditor -Controller to establish a dedicated bank account for the SB 125 Transit Program funds and such a separate account has been established; W
HEREAS, the SBCAG will track the receipt and utilization of the SB 125 Transit Program Attachment D
SBCAG & SMRT SB125 Agreement
W
HEREAS, if it is contemplated by the SBCAG that funding between approved projects be reprioritized (including the addition or deletion of a project from the approved project list), an Updated Project List shall be submitted to the SBCAG Policy Board for approval, and if approved, the Updated Project List shall be submitted to CalSTA for approval and said approval obtained before funding is allocated to projects in the Updated Project List in accordance with SB 125 Transit Program guidelines.
NO
W, THEREFORE, in consideration of the promises and undertakings therein made and the mutual benefits to be derived therefrom, the Parties agree as follows:
1. Re
citals
T
he above Recitals are true and correct and incorporated herein.
2. Dut
ies of SBCAG
A. SBC
AG agrees to allocate funds paid by CalSTA under the SB 125 Transit Program only for projects as approved by the SBCAG Policy Board and CalSTA.
B. S
BCAG agrees to disburse funds to the Awardee , in Exhibit A, as attached hereto and incorporated by this reference, in an expeditious manner and not infringe on the local decision -making processes that determined the specific projects proposed for funding.
C. A
s a condition of ongoing disbursement of requested SB 125 Transit Program funds, the SBCAG will submit to CalSTA an Annual Report documenting the activities and progress made toward implementation of the projects and operating expenditures.
3. Dut
ies of Awardee
A. A
wardee agrees to use SB 125 Transit Program funds for approved project(s) described in Exhibit A.
B. A
wardee agrees to encumber and expend monies consistent with state law and ensure that GGRF monies are utilized consistent with the expenditure record submitted by CalSTA and required by SB 1018. A determination that uses of GGRF monies is not consistent with the expenditure record and does not further the purposes of AB 32 may occur during legal proceedings or during an audit or program review conducted by the Bureau of State Audits, Department of Finance, a third-party auditor, or CARB. Depending on the outcome of those proceedings or Attachment D
funds separately, and record interest earned (or other investment income earned) on each fund source separately. The interest or investment earnings must also be spent on approved eligible projects within each program and will be accounted for when SBCAG submits its required Annual Reports to CalSTA; and
SBCAG & SMRT SB125 Agreement
C. T
he Awardee acknowledges and agrees that total funds available to SBCAG for the SB 125 Transit Program may be impacted and possibly reduced by CalSTA as a result of the State’s final subsequent budgets.
D. T
he Awardee agrees to submit a SB 125 Transit Program Project report to SBCAG every 6 months documenting the activities and progress made toward implementation of the projects and operating expenditures, which includes total SB 125 expenditures to date and total amount remaining, for all projects listed in Exhibit A . Consistent with California Air Resource s Board’s (CARB) Funding Guidelines, the Awardee is required to report on job co- benefits, in addition to all other reporting requirements, if the Awardee receives funding associated with the ZETCP. If accessing funding from the ZETCP, the Awardee may also be required to submit reporting information related to greenhouse gas reductions and priority population benefits in accordance with the CARB’s Funding Guidelines.
Recordkeeping and reporting requirements will apply throughout the life of the project(s).
E. T
he Awardee agrees to document and publicize the TIRCP and ZETCP in proper context when developing press releases and board documents, or in hosting public events such as project groundbreakings. References shall be made to TIRCP, ZETCP, the California State Transportation Agency as the program sponsor, and the state programs as fund sources, as applicable, in order to ensure transparency regarding the funding of the projects.
F. T
he Awardee may spend SB 125 Transit Program funds in any order relative to other state, federal, and local funds.
4. A
ccounting
T
he Awardee, its employees, contractors, and subcontractors shall establish and maintain an accounting system and reports that properly accumulate incurred project costs by line. The accounting system shall conform to Generally Accepted Accounting Principles (GAAP), enable the determination of incurred costs at interim points of completion, and provide support for payment vouchers and invoices.
5. T
ravel and Subsistence
P
ayments to contractors and subcontractors for travel and subsistence expenses of Awardee forces and/or its contractors or subcontractors, claimed for reimbursement or applied as local match credit, shall not exceed rates authorized to be paid exempt non-represented State employees under current State of California Department of Human Resource s (CalHR) rules. If the rates invoiced are in excess of those Attachment D
review, the Awardee may be required to return monies to the State if expenditures are not consistent with the statutory requirements (such as not furthering the purposes of AB 32).
SBCAG & SMRT SB125 Agreement
6. R
ecord Retention and Audit
A. T
he Awardee agrees that SBCAG, CalSTA, or both shall have the right to review and to copy any records and supporting documentation pertaining to the performance of the Agreement. The Awardee agrees to maintain such records for a possible audit after the fi nal payment for at least three (3) years after all funds have been expended unless a longer period of records retention is stipulated.
Wherever practicable, such records should be collected, transmitted, and stored in open and machine-readable formats. Awardee shall participate in any audits and review, whether by SBCAG or the State, at no charge to SBCAG. Awardee’s contractors or subcontractors paid with moneys under the terms of this Agreement shall be responsible for maintaining accounting records as specified herein.
B. I
f audit exceptions are found pursuant to state or other regulatory audit relating to this Agreement, Awardee shall reimburse all costs incurred by SBCAG associated with defending and/or curing audit exceptions or performing any audits or follow- up audits, including but not limited to: audit fees, court costs, attorneys’ fees based upon a reasonable hourly amount for attorneys in the community, travel costs, penalty assessments and all other costs of whatever nature. Immediately upon notification from SBCAG , Awardee shall reimburse the amount of the audit exceptions and any other related costs directly to SBCAG as specified by SBCAG in the notification. SBCAG shall endeavor to provide Awardee reasonable, prompt notice of any such potential costs.
C. I
f any litigation, claim, negotiation, audit, monitoring, inspection, or other action has been started before the expiration of the required record retention period, all records must be retained by the Awardee and its designees, contractors, and subcontractors until completion of the action and resolution of all issues which arise from it. In any contract that Awardee enters into in an amount exceeding $10,000, the Awardee shall include the SBCAG’s and CalSTA’s right to audit the subcontractor’s records and interview their employees.
7. T
erm and Termination
A. T
his Agreement shall become effective when fully executed by both Parties and shall continue in full force and effect until completion of the Project, but not later than June 30, 2028.
B. T
he Parties to this Agreement recognize the significant expenditures and projects that will result from the funding detailed in this Agreement, and that Awardee will necessarily be bound to those projects. As a result, no party may terminate this Agreement, except for material breach, until all funds pursuant to this Agreement Attachment D
authorized CalHR rates, then the Awardee is responsible for the cost difference and any overpayments shall be reimbursed to the SBCAG on demand.
SBCAG & SMRT SB125 Agreement
have been expended.
C. T
he Program requires awarded funds be expended no later than June 30, 2028.
Should legislation extend the expenditure deadline, that revised expenditure deadline shall become applicable for the Awardee.
D. I
n the event that it is determined, at the sole discretion of SBCAG, that the Awardee is not meeting the terms and conditions of the Agreement , including, but not limited to material breach, SBCAG shall issue notification to Awardee. Upon receipt of notice, Awardee shall have thirty (30) days to cure any alleged deficiencies. If Awardee fails to cure within the state d time period, then SBCAG may issue an immediate stop work order on the project or terminate this Agreement for material breach as set forth in subsection 7.H.
E. I
f the Awardee does not initiate activity or make any expenditures toward project implementation during any 1-year period beginning after the date of receiving the funds, the project may be subject to review by the SBCAG Policy Board for reprioritization or deletion from the approved project list. The Awardee may request to reprogram the funds to another eligible project.
F. F
or Nonappropriation of Funds . Notwithstanding any other provision of this Agreement, in the event that no funds or insufficient funds are appropriated or budgeted by state or local governments, or funds are not otherwise available for payments in the fiscal year(s) covered by the term of this Agreement then SBCAG will notify Awardee of such occurrence and SBCAG may terminate or suspend this Agreement in whole or in part, with or without a prior notice period. Subsequent to termination of this Agreement under this provision, SBCAG shall have no obligation to make payments with regard to t he remainder of the term but shall remain obligated for expenses already incurred by Awardee at the time of termination subject to the provisions in Section 7.G.
G. Inv
oicing. The Awardee agrees SBCAG will only process reimbursement payments to the Awardee that SBCAG has received by the State. SBCAG shall have no obligation to distribute funds more funds than it receives. If SBCAG does not receive an anticipated distribution of funds , or receives less than an anticipated distribution SBCAG will promptly notify Awardee. At the time of Agreement execution, SBCAG's status of allocation and obligations are:
i. Ye
ar 1 $3,843,842 received and ready for distribution;
ii. Year 2 $261,838 not yet received, anticipated distribution; iii. Year 3 $261,838 not yet received, anticipated distribution; iv. Year 4 $736,214 not yet received, anticipated distribution; and v. Year 5 $1,440,437 not yet received, anticipated distribution.
T
he Awardee shall invoice SBCAG at least quarterly but not more frequently than monthly for expenditures incurred by the Awardee. Awardee shall provide Attachment D
SBCAG & SMRT SB125 Agreement
H. F
or Cause. Should Awardee materially breach any provision of this Agreement, and fail to cure such material breach after notice from SBCAG, SBCAG may, at SBCAG's sole option, terminate or suspend this Agreement in whole or in part by written notice. Upon receipt of notice, Awardee shall immediately discontinue all work affected (unless the notice directs otherwise) and notify SBCAG as to the status of its performance. The date of termination shall be the date the notice is received by Awardee unless the notice directs otherwise.
8. I
ndemnification
I
n lieu of and notwithstanding the pro rata risk allocation which might otherwise be imposed between the PARTIES pursuant to California Government Code Section 895.6, the PARTIES agree that all losses or liabilities incurred by a party shall not be shared pro rata but instead all parties agree that pursuant to California Government Code Section 895.4, each of the PARTIES hereto shall fully indemnify and hold each of the other parties, their officers, board members, employees and agents, harmless from any claim, expense or cost, damage or liability imposed for injury (as defined by California Government Code Section 810.8) occurring by reason of the negligent acts or omissions or willful misconduct of the indemnifying party, its officers, board members, employees or agents, under or in connection with or arising out of any work, authority or jurisdiction delegated to such party under this Agreement . No party, nor any officer, board member, employee or agent thereof shall be responsible for any damage or liabil ity occurring by reason of the negligent acts or omissions or willful misconduct of other PARTIES hereto, their officers, board members, employees or agents, under or in connection with or arising out of any work, authority or jurisdiction delegated to such other parties under this Agreement.
9. N
otification of Accidents and Survival of Indemnification Provisions P
ARTIES shall notify the other PARTIES immediately in the event of any accident or injury arising out of or in connection with this MOU. The indemnification provisions in this MOU shall survive any expiration or termination of this MOU.
10. No
n-Partnership
T
his Agreement is not intended by the PARTIES to constitute or create a joint venture, pooling arrangement, or formal business organization of any kind. The rights and obligations of the PARTIES shall be only those expressly set forth herein.
11. I
nsurance
E
ach party shall maintain its own insurance coverage, through commercial insurance, self-insurance or a combination thereof, against any claim, expense, cost, damage, or Attachment D
adequate information (copies of invoices/checks) as to support the reimbursement request.
SBCAG & SMRT SB125 Agreement
12. C
alifornia Law and Venue
Fe
deral law and the laws of the State of California shall govern this Agreement. Any litigation regarding this Agreement or its contents shall be filed in the County of Santa Barbara, if in state court, or in the federal district nearest Santa Barbara Cou nty, if in federal court.
13. T
ime is of the essence
T
ime is of the essence in this Agreement and each covenant and term is a condition herein.
14. A
mendments
I
n conjunction with the matters considered herein, this Agreement contains the entire understanding and agreement of the parties and there have been no promises, representations, agreements, warranties or undertakings by any of the Parties, either oral or written, of any character or nature hereafter binding except as set forth herein.
This Agreement may be altered, amended or modified only by an instrument in writing, executed by the parties to this Agreement and by no other means. Each Party waives their future right to claim, contest or assert that this Agreement was modified, canceled, superseded, or changed by any oral agreements, course of conduct, waiver or estoppel
A
mendments to the Scope of Work (Exhibit A) may mutually be approved in writing by the SBCAG Executive Director and General Manager so long as the final deliverable remains materially unchanged. Any other amendment to this agreement shall be approved by the Parties’ governing bodies.
15. N
ondiscrimination
D
uring the performance of this Agreement, the Awardee assures that no otherwise qualified person shall be excluded from participation or employment, denied program benefits, or be subjected to discrimination based on race, color, ancestry, national origin, sex, gender, gender identity, gender expression, genetic information, age, disability, handicap, familial status, religion, or belief, under any program or activity funded by this Agreement, as required by Title VI of the Civil Rights Act of 1964, as amended, and with the provisions contained in Title 49, Code of Federal Regulations (CFR), Part 21 through Appendix C and 23 CFR section 710.405(b), the Fair Housing Act (42 USC 3601 -20) and all implementing regulations, and the Age Discrimination Act of 1975 and all implementing regulations. During the performance of this Agreement, the Awardee, for itself, its assignees and successors in interest agrees as follows:
Attachment D
liability arising ou t o f t he p erformance of it s r esponsibilities p ursuant t o t his Agreement.
SBCAG & SMRT SB125 Agreement
A. Compliance with Regulations. Awardee shall comply with the regulations relative to nondiscrimination in federally- assisted programs of the Department of Transportation (hereinafter, "DOT") 49 CFR Part 21, as they may be amended from time to time (hereinafter referred to as the Regulations), which are herein incorporated by reference and made a part of this Agreement.
B. DOT-a
ssisted Contracts. Awardee shall carry out applicable requirements of 49 CFR Part 26 in the award and administration of DOT -assisted contracts. Failure by the Awardee to carry out these requirements is a material breach of this Agreement, which may result in the terminatio n of this Agreement or such other remedy as recipient deems appropriate. Awardee, with regard to the work performed by it during the agreement, shall not discriminate on the grounds of race, religion, color, sex, age or national origin in the selection or retention of subcontractors, including procurement of materials and leases of equipment. Awardee shall not participate either directly or indirectly in the discrimination prohibited by Section 21.5 of the Regulations, including employment practices when the contract covers a program set forth in Appendix B of the Regulations.
C. Solic
itations for Subcontractors, including Procurement of Materials and Equipment. In all solicitations either by competitive bidding or negotiations made by Awardee for work to be performed under the subcontract, including procurement of materials or leases of equipment, each potential subcontractor or supplier shall be notified by A wardee of Awardee's obligations under this Agreement, and the Regulations relative to nondiscrimination on the grounds of race, religion, color, sex, age or national origin.
D. I
nformation and Reports. Awardee shall provide all information and reports required by the Regulations or directives issued pursuant thereto, and shall permit access to such records as may be determined by SBCAG to be pertinent to ascertain compliance with such Regulations, orders and instructions. Where any information required of Awardee is in the exclusive possession of another who fails or refuses to furnish this information, Awardee shall so certify to SBCAG, and shall set forth what efforts it has made to obtain the information.
E. Sa
nctions for Noncompliance. In the event of Awardee's noncompliance with the nondiscrimination provisions of this Agreement, SBCAG shall impose such contract sanctions as it may determine to be appropriate, including, but not limited to:
i. W
ithholding of payments to Awardee under this Agreement until Awardee complies, and/or
ii. Cancellation, termination or suspension of the Agreement in whole or in part.
F. T
he Awardee shall, in the course of performing Project work, fully comply with the applicable provisions of the Americans with Disabilities Act (ADA) of 1990, which prohibits discrimination on the basis of disability, as well as all applicable regulations and guidelines issued pursuant to the ADA. (42 U.S.C. 12101 et seq.) Attachment D
SBCAG & SMRT SB125 Agreement
G. T
he Awardee shall include this Nondiscrimination clause and its subsections in all subcontracts.
16. De
barment and Suspension
E
ach Party certifies that it and its employees and principals are not debarred, suspended, or otherwise excluded from or ineligible for, participation in federal, state, or local government contracts. Awardee certifies that it shall not contract with a contractor to complete work under this Agreement that is so debarred or suspended.
17. C
onflict of Interest
T
he Parties covenant that they presently have no employment or interest and shall not acquire any employment or interest, direct or indirect, including any interest in any business, property, or source of income, which would conflict in any manner or degree with the p erformance of services required to be performed under this A greement.
Awardee agree to promptly disclose to SBCAG, in writing, any potential conflict of interest. SBCAG retains the right to waive a conflict of interest disclosed if SBCAG determines it to be immaterial, and such waiver is only effective if provided by SBCAG in writing.
18. C
ounterparts
T
his Agreement may be executed in any number of counterparts and each of such counterparts shall for all purposes be deemed to be an original; and all such counterparts, or as many of them as the parties shall preserve undestroyed, shall together constitute one and the same instrument.
19. De
signated Representatives
Ma
ya Kulkarni at phone number 805-600-4473 is the representative of SBCAG and will administer this Agreement for and on behalf of SBCAG. Gamaliel Anguiano at phone number 805-361-9660 extension 2480 is the authorized representative for Awardee .
Changes in designated representatives shall be made only after advance written notice to the other party.
20. N
otices
A
ny notice or consent required or permitted to be given under this Agreement shall be given to the respective parties in writing, by first class mail, postage prepaid, , or at such other address or to such other person that the parties may from time to tim e designate in accordance with this Notice section. Notices and consents under this section, which are sent by mail, shall be deemed to be received five (5) days following their deposit in the U.S. mail. This Notices section shall not be construed as meaning that either party agrees to service of process except as required by applicable law.
Attachment D
SBCAG & SMRT SB125 Agreement
T
o Awardee: Attention: Gamaliel Anguiano
Santa Maria Regional Transit
110 S. Pine Street
Santa Maria, CA 93454
T
o SBCAG: Attention: Maya Kulkarni
Santa Barbara County Association of Governments
260 N. San Antonio Road, Suite B
Santa Barbara CA 93110
Phone: 805-600-4473
21. Se
verability
I
f any one or more of the provisions contained herein shall for any reason be held to be invalid, illegal or unenforceable in any respect, then such provision or provisions shall be deemed severable from the remaining provisions hereof, and such invalidity, illegality or unenforceability shall not affect any other provision hereof, and this Agreement shall be construed as if such invalid, illegal or unenforceable provision had never been contained herein.
22. N
o Waiver of Default
N
o delay or omission of either Party to exercise any right or power arising upon the occurrence of any event of default shall impair any such right or power or shall be construed to be a waiver of any such default or an acquiescence therein; and every power and remedy given by this Agreement to either Party shall be exercised from time to time and as often as may be deemed expedient.
23. C
ompliance with Law
E
ach Party shall, at its sole cost and expense, comply with all SBCAG Ordinances, and, State and Federal laws, statutes, regulations, and rules now in force or which may hereafter be in force, including but not limited to legal requirements that pertain to construction, health and safety, labor, fair employment practices, equal opportunity, and all other matters applicable to the grant. Each Party agrees to comply with CalSTA Guidelines, as applicable. Awardee shall include this clause in all subcontracts.
24. Su
rvival
A
ll provisions of this Agreement which by their nature are intended to survive the termination or expiration of this Agreement shall survive such termination or expiration.
Attachment D
SBCAG & SMRT SB125 Agreement
25. Remedies Not Exclusive
N
o remedy herein conferred upon or reserved to either Party is intended to be exclusive of any other remedy or remedies, and each and every such remedy, to the extent permitted by law, shall be cumulative and in addition to any other remedy given hereunder or now or hereafter existing at law or in equity or otherwise.
26. Se
ction Headings
T
he headings of the several sections, and any table of contents appended hereto, shall be solely for convenience of reference and shall not affect the meaning, construction or effect hereof.
27. S
uccessors
A
ll representations, covenants and warranties set forth in this A greement, by or on behalf of, or for the benefit of any or all of the PARTIES hereto, shall be binding upon and inure to the benefit of such party and its successors.
28. A
uthority
A
ll signatories and PARTIES to this Agreement warrant and represent that they have the power and authority to enter into this Agreement in the names, titles and capacities herein stated and on behalf of any entities, persons, or firms represented or purported to be represented by such entity(ies), person(s), or firm(s) and that all formal requirements necessary or required by any State an d/or federal law in order to enter into this Agreement have been fully complied with.
[
This area intentionally left blank. Signatures on following page.] Attachment D
SBCAG & SMRT SB125 Agreement
IN WITN
ESS THEREOF, the Agreement has been executed by the Parties and is effective when fully executed by both Parties.
Santa Barbara County Association of
Governments (SBCAG)
By:_________________________
Name: Randy Rowse
Title: Chair, SBCAG
Date:
Attest:
Marjie Kirn
Clerk of the Board
By: _________________________
Deputy
Approved as to Form:
Rachel Van Mullem
County Counsel
By: __________________________
Santa Maria Regional Transit
(SMRT)
By: _________________________
Name: Alice Patino
Title: Mayor
Date:
Attest:
By: ___________________________
Name: Donna G. Schwartz
Title: Chief Deputy City Clerk
Approved as to Form and
Procedure:
By: ____________________________
Name: Thomas T. Watson
Title: City Attorney
Senior Deputy County Counsel
Attachment D
SBCAG & SMRT SB125 Agreement
Exhibit A
CalSTA approved projects for Santa Maria Regional Transit (SMRT) Projects Scope
SB-125 Project
Amount
Electric Over the Road
Bus and Charger
Purchase of five electric over the road coaches
including planning, vehicle procurement, infrastructure upgrades, and integration into transit system.
$1,472,428
Facility Improvement Construction of new administration facility including planning, design, construction, and outfitting with
necessary equipment.
$2,800,000
Opportunity Charging Installation of electric bus charging infrastructure at the Santa Maria Transit Center for rapid charging of
electric buses during layovers.
$1,071,741
Bus Rapid Transit Route planning, infrastructure development, and operational setup for dedicated bus lanes, level
boarding stations, signal priority, and modern buses.
$1,200,000
Totals: $6,544,169
Attachment D
COUNCIL AGENDA REPORT
TO: Mayor and City Council
FROM: Brett Fulgoni, Director of Public Works
DATE: May 6, 2025
SUBJECT: Adoption of a Resolution Approving a US 101/Betteravia Road Interchange Project Study Report Caltrans Cooperative Agreement
Description:
The City Council will consider approving a Cooperative Agreement with Caltrans for the US 101/Betteravia Road Interchange Project Study Report.
Environmental Notice: The activity is not a “Project” as defined under Section 15378 of the California Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3) no environmental review is required.
RECOMMENDATION:
1. Adopt a Resolution approving a Cooperative Agreement (#05-0324) with Caltrans for the Project Study Report phase of the US 101/Betteravia Road Interchange and authorize the Mayor to execute the agreement; and
2. Authorize Director of Finance to appropriate $175,000 from the Growth Mitigation Traffic Account to fund the necessary oversight of the project.
BACKGROUND:
This project is identified in the Santa Barbara County Association of Governments (SBCAG) Measure A Program of Projects for the City of Santa Maria. Over $2 million in Measure A funding has been earmarked for the project. The purpose of the project is to improve operations at the US 101/Betteravia Road Interchange by making improvements to the northbound ramps in the southeast quadrant of the interchange. The Project Study Report (PSR) is the first phase of development of the interchange project.
DISCUSSION:
Interchange projects follow three phases of development:
1. Project Initiation / Project Study Report (PID/PSR),
2. Project Approval & Environmental Documents (PA&ED),
3. Project Plans, Specifications, & Estimate (PS&E).
Processing of each phase of project development is guided by a cooperative agreement between the Local Agency and Caltrans. The Betteravia Road Interchange PSR is the first phase of the project. Per Cal trans guidelines, as identified in the Cooperative 2 Agreement, the City shall commit funding for Caltrans oversight of the PSR (Phase 1), approximately $175,000. It should be noted that future phases of the interchange development will not require funding for Caltrans oversight.
Staff is recommending the City enter into a Cooperative Agreement (Attachment B) with Caltrans in order to continue project development.
Alternative(s)
The recommended action is to approve the Cooperative Agreement. The City Council could choose to defer the approval and suspend the work on the interchange; however, delaying the project could potentially result in the City losing $2 million of Measure A funds earmarked for the interchange project and may create potential issues with further development east of US 101.
Fiscal Considerations
The Betteravia Interchange is identified as a Measure A North County Project and is proposed to be funded through a combination of Measure A, Growth Mitigation, Regional State Transportation Improvement Program, and Gas Tax funding. An appropriation of $175,000 is requested to support Caltrans oversight of the PSR. Sufficient funding is available in the Growth Mitigation Traffic Account to support this request.
Impact to the Community
The scope of work for the PSR will result in no immediate impact to the community.
Other Agency Review
Caltrans staff have reviewed and approved the Cooperative Agreement for the City’ s approval.
ATTACHMENT(S)
A. Resolution
B. Caltrans Cooperative Agreement
Attachment A
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF SANTA MARIA, CALIFORNIA,
APPROVING A COOPERATIVE AGREEMENT WITH
CALTRANS FOR THE PROJECT STUDY REPORT
PHASE OF THE US 101/BETTERAVIA ROAD
INTERCHANGE, AND AUTHORIZE THE MAYOR
TO EXECUTE THE AGREEMENT
WHEREAS, the US 101/ Betteravia Road Interchange Improvement project is identified within the Santa Barbara County Association of Governments Program of Projects; and
WHEREAS, the purpose of the project is to improve operations at the US 101/Betteravia Road Interchange; and
WHEREAS, the City of Santa Maria is identified as the Project Sponsor for the Interchange Project; and
WHEREAS, the Project Study Report is the first phase work necessary for the development of the interchange; and
WHEREAS, Measure A has earmarked $2 million in funding for the Interchange Project; and
WHEREAS, a Cooperative Agreement is required to initiate the Project Study Report for Caltrans oversight.
NOW, THEREFORE, IT IS HEREBY RESOLVED by the City Council of the City of Santa Maria, California, as follows:
SECTION 1. Approve a Cooperative Agreement ( 05-0324) with Caltrans, with oversight funding in an amount not to exceed $175,000; and
SECTION 2. Authorize the Director of Finance to appropriate $175,000 from the Growth Mitigation Traffic Account to fund the necessary oversight of the project; and
SECTION 3. Authorize the Mayor to execute the Cooperative Agreement; and
///
///
///
Attachment A
SECTION 4. The Chief Deputy City Clerk is hereby authorized to make minor changes herein to address clerical errors, so long as substantial conformance of the intent of this document is maintained. In doing so, the Chief Deputy City Clerk shall consult with the City Manager and City Attorney concerning any changes deemed necessary.
PASSED AND ADOPTED at a regular meeting of the City Council of the City of Santa Maria held this 6th day of May 2025.
ATTEST:
Chief Deputy City Clerk
Mayor
APPROVED AS TO FORM:
_______________________________
City Attorney
APPROVED AS TO CONTENT:
_______________________________
Department Director
_______________________________
City Manager
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/17/0/41/42/43/23/25/i255/30/2/3/i255/30/44/6/45/9/2/46/47/3/48/i255/6/9/i255/3/5/6/3/2/i255/46/5/6/9/i255/6/45/46/49/i255/0/50/41/23/23/51/23/8/42/i255/30/5/48/i255/45/30/52/3/i255/48/3/53/3/1/30/6/3/48/i255/6/9/i255/6/45/3/i255/44/5/48/3/2/49/46/1/5/3/48/i255/6/45/3/i255 /30/44/6/45/9/2/46/6/54/i255/6/9/i255/3/55/3/19/44/6/3/i255/6/45/46/49/i255/0/50/41/23/23/51/23/8/42/i255/9/5/i255/56/3/45/30/53/57/i255/9/57/i255/6/45/3/i255/2/3/49/58/3/19/6/46/52/3/i255/30/1/3/5/19/46/3/49/i255/30/5/48/i255/45/3/2/3/56/54/i255/19/9/52/3/5/30/5/6/49/i255/6/9/i255/45/30/52/3/i255 /57/9/53/53/9/59/3/48/i255/30/53/53/i255/6/45/3/i255/5/3/19/3/49/49/30/2/54/i255/53/3/1/30/53/i255/2/3/60/44/46/2/3/4/3/5/6/49/i255/6/9/i255/52/30/53/46/48/53/54/i255/3/55/3/19/44/6/3/i255/6/45/46/49/i255/0/50/41/23/23/51/23/8/42/10/i255/26/54/i255/49/46/1/5/46/5/1/i255/56/3/53/9/59/61/i255/6/45/3/i255 /17/0/41/42/43/23/25/i255/3/30/19/45/i255/3/55/58/2/3/49/49/53/54/i255/30/1/2/3/3/i255/6/9/i255/3/55/3/19/44/6/3/i255/6/45/46/49/i255/0/50/41/23/23/51/23/8/42/i255/3/53/3/19/6/2/9/5/46/19/30/53/53/54/10/i255 /42/45/3/i255/17/0/41/42/43/23/25/i255/30/19/62/5/9/59/53/3/48/1/3/i255/6/45/30/6/i255/3/55/3/19/44/6/3/48/i255/19/9/58/46/3/49/i255/9/57/i255/6/45/46/49/i255/0/50/41/23/23/51/23/8/42/i255/4/30/54/i255/56/3/i255/3/55/19/45/30/5/1/3/48/i255/56/54/i255/57/30/19/49/46/4/46/53/3/i255/9/2/i255 /3/4/30/46/53/61/i255/30/5/48/i255/6/45/30/6/i255/49/44/19/45/i255/19/9/58/46/3/49/i255/49/45/30/53/53/i255/56/3/i255/48/3/3/4/3/48/i255/6/9/i255/56/3/i255/3/57/57/3/19/6/46/52/3/i255/30/49/i255/9/2/46/1/46/5/30/53/49/10 /31/36/35/36/39/i255/63/64/i255/65/35/66/32/64/63/38/34/32/35/i255/67/39/68/35/38/36/69/39/34/36/i255 /63/64/i255/36/38/35/34/31/68/63/38/36/35/36/32/63/34/i255 /i255
/i255
/25/19/9/6/6/i255/23/30/48/3/49/i255
/70/46/49/6/2/46/19/6/i255/70/46/2/3/19/6/9/2/i255
/i255
/71/72/73/74/75/74/76/77/78/74/79/80/i255/79/75/i255/64/81/80/82/83/i255/77/80/82/i255/35/81/78/84/79/73/74/78/85/86/i255 /i255
/i255
/87/30/5/5/30/45/i255/88/3/2/1/44/49/9/5/i255
/17/2/9/18/3/19/6/i255/89/9/5/6/2/9/53/i255/51/30/5/30/1/3/2/i255 /i255
/65/72/73/78/74/75/74/72/82/i255/77/83/i255/78/79/i255/75/74/80/77/80/76/74/77/90/i255/78/72/73/91/83/i255/77/80/82/i255/92/79/90/74/76/74/72/83/86/i255 /i255
/i255
/93/30/46/i255/25/30/3/58/45/30/5/i255
/87/94/i255/0/19/19/9/44/5/6/46/5/1/i255/25/44/58/3/2/52/46/49/9/2/i255 /65/32/36/95/i255/63/64/i255/31/35/34/36/35/i255/69/35/38/32/35/i255 /i255
/i255
/0/53/46/19/3/i255/17/30/6/46/5/9/i255
/51/30/54/9/2/i255
/i255
/35/78/78/72/83/78/86/i255
/i255
/i255
/70/9/5/5/30/i255/50/10/i255/25/19/45/59/30/2/6/47/i255 /89/45/46/3/57/i255/70/3/58/44/6/54/i255/89/46/6/54/i255/89/53/3/2/62/i255 /i255
/i255
/42/45/9/4/30/49/i255/42/10/i255/96/30/6/49/9/5/i255
/89/46/6/54/i255/0/6/6/9/2/5/3/54/i255
/i255
/97/98/99/99/98/100/i255/102/103/104/105/106/107/108/99/i255/109/110/111/104/i255/112/113/114/i255/115/116/115/117/i255/112/117/118/115/119/i255/120/121/122/123 /124/125/126/126/125/127/i255/129/130/131/132/133/134/135/126 Attachment B
/0/1/1/2/i255/4/5/6/4/7/8/9/i255/10/11/12/11/0/13/14/11/15 /16/17/18/19/20/21/22/i255/23/24/20/19/19/22/19/17/18/i255/25/19/2/1/20/18/8 /4/8/5/6/4/9/6/8/7 /0/20/19/26/18/19/27/28/8 /4/8/5/6/4/9/6/29/9
/30/31/28 /0/26/32/18/20/26/17/33/34/0/1/1/2/i255/11/35/19/36/37/18/21/1/17/i255/38/0/26/32/18/20/26/17/33/34/0/1/1/2/34/11/35/19/36/37/18/21/1/17/39/27/1/18/34/36/26/34/24/1/40/41 /42/18/26/18/37/33/28/43 /37 /18/i255/44/1/20/i255/23/2/2/20/1/40/26/32 /14/20/26/17/33/26/36/18/21/1/17/i255/16/45/28/0 /30/46/0/47/30/0/23/23/30/23/23/26/6/48/22/30/49/1/50/51/7/52/44/11/30/17/22/16/30/22/40/7/43/45/32/8/53/1/21/49/47/26/54 /23/24/20/19/19/22/19/17/18/i255/47/21/33/18/1/20/31
/23/24/20/19/19/22/19/17/18/i255/52/21/33/18/1/20/31/i255/21/33/i255/18/52/19/i255/32/21/33/18/i255/1/44/i255/18/52/19/i255/19/40/19/17/18/33/i255/18/52/26/18/i255/52/26/40/19/i255/21/22/2/26/36/18/19/27/i255/18/52/19/i255/33/18/26/18/37/33/i255/1/44/i255/18/52/19/i255/26/24/20/19/19/22/19/17/18/i255/2/20/21/1/20/i255/18/1/i255/18/52/19/i255/44/21/17/26/32/i255/33/21/24/17/26/18/37/20/19/34/i255/23/i255/44/21/17/26/32/i255/26/37/27/21/18/i255/20/19/2/1/20/18/i255/48/21/32/32 /55/19/i255/24/19/17/19/20/26/18/19/27/i255/48/52/19/17/i255/18/52/19/i255/26/24/20/19/19/22/19/17/18/i255/21/33/i255/36/1/22/2/32/19/18/19/34 /56/0/1/1/2/i255/4/5/6/4/7/8/9/i255/10/11/12/11/0/13/14/11/15/56/i255/47/21/33/18/1/20/31 /45/1/36/37/22/19/17/18/i255/36/20/19/26/18/19/27/i255/55/31/i255/0/26/32/18/20/26/17/33/34/0/1/1/2/i255/11/35/19/36/37/18/21/1/17/i255/38/0/26/32/18/20/26/17/33/34/0/1/1/2/34/11/35/19/36/37/18/21/1/17/39/27/1/18/34/36/26/34/24/1/40/41 /8/4/8/5/6/4/9/6/29/9/i255/6/i255/29/4/28/8/57/28/7/4/i255/58/59/i255/60/59/14/6/i255/16/58/i255/26/27/27/20/19/33/33/28/i255/29/9/57/34/29/7/61/34/29/49/34/8/9/61 /45/1/36/37/22/19/17/18/i255/19/22/26/21/32/19/27/i255/18/1/i255/0/26/20/20/21/19/i255/62/21/32/33/1/17/i255/38/36/26/20/20/21/19/34/48/21/32/33/1/17/39/27/1/18/34/36/26/34/24/1/40/41/i255/44/1/20/i255/26/2/2/20/1/40/26/32 /8/4/8/5/6/4/9/6/29/9/i255/6/i255/29/4/28/7/9/28/9/51/i255/58/59/i255/60/59/14 /11/22/26/21/32/i255/40/21/19/48/19/27/i255/55/31/i255/0/26/20/20/21/19/i255/62/21/32/33/1/17/i255/38/36/26/20/20/21/19/34/48/21/32/33/1/17/39/27/1/18/34/36/26/34/24/1/40/41 /8/4/8/5/6/4/9/6/29/9/i255/6/i255/29/4/28/7/5/28/4/9/i255/58/59/i255/60/59/14/6/i255/16/58/i255/26/27/27/20/19/33/33/28/i255/29/9/57/34/29/7/61/34/8/5/34/8/9/51 /45/1/36/37/22/19/17/18/i255/26/2/2/20/1/40/19/27/i255/55/31/i255/0/26/20/20/21/19/i255/62/21/32/33/1/17/i255/38/36/26/20/20/21/19/34/48/21/32/33/1/17/39/27/1/18/34/36/26/34/24/1/40/41 /23/2/2/20/1/40/26/32/i255/45/26/18/19/28/i255/8/4/8/5/6/4/9/6/29/9/i255/6/i255/29/4/28/7/5/28/7/49/i255/58/59/i255/60/59/14/i255/6/i255/14/21/22/19/i255/42/1/37/20/36/19/28/i255/33/19/20/40/19/20/6/i255/16/58/i255/26/27/27/20/19/33/33/28/i255/29/9/57/34/29/7/61/34/8/5/34/8/9/51 /45/1/36/37/22/19/17/18/i255/19/22/26/21/32/19/27/i255/18/1/i255/63/21/17/27/33/26/31/i255/63/19/21/36/52/18/44/37/33/33/i255/38/32/21/17/27/33/26/31/34/32/19/21/36/52/18/44/37/33/33/39/27/1/18/34/36/26/34/24/1/40/41/i255/44/1/20/i255/26/2/2/20/1/40/26/32 /8/4/8/5/6/4/9/6/29/9/i255/6/i255/29/4/28/7/5/28/7/57/i255/58/59/i255/60/59/14 /11/22/26/21/32/i255/40/21/19/48/19/27/i255/55/31/i255/63/21/17/27/33/26/31/i255/63/19/21/36/52/18/44/37/33/33/i255/38/32/21/17/27/33/26/31/34/32/19/21/36/52/18/44/37/33/33/39/27/1/18/34/36/26/34/24/1/40/41 /8/4/8/5/6/4/9/6/29/9/i255/6/i255/29/4/28/7/5/28/5/8/i255/58/59/i255/60/59/14/6/i255/16/58/i255/26/27/27/20/19/33/33/28/i255/9/9/34/8/4/49/34/29/8/8/34/8/8/51 /45/1/36/37/22/19/17/18/i255/26/2/2/20/1/40/19/27/i255/55/31/i255/63/21/17/27/33/26/31/i255/63/19/21/36/52/18/44/37/33/33/i255/38/32/21/17/27/33/26/31/34/32/19/21/36/52/18/44/37/33/33/39/27/1/18/34/36/26/34/24/1/40/41 /23/2/2/20/1/40/26/32/i255/45/26/18/19/28/i255/8/4/8/5/6/4/9/6/29/5/i255/6/i255/4/28/8/9/28/29/8/i255/23/59/i255/60/59/14/i255/6/i255/14/21/22/19/i255/42/1/37/20/36/19/28/i255/33/19/20/40/19/20/6/i255/16/58/i255/26/27/27/20/19/33/33/28/i255/29/9/57/34/29/7/61/34/8/5/34/8/5/8 /45/1/36/37/22/19/17/18/i255/19/22/26/21/32/19/27/i255/18/1/i255/64/31/32/19/i255/30/21/20/36/52/i255/38/65/31/32/19/34/55/21/20/36/52/39/27/1/18/34/36/26/34/24/1/40/41/i255/44/1/20/i255/26/2/2/20/1/40/26/32 /8/4/8/5/6/4/9/6/29/5/i255/6/i255/4/28/8/9/28/29/9/i255/23/59/i255/60/59/14 /11/22/26/21/32/i255/40/21/19/48/19/27/i255/55/31/i255/64/31/32/19/i255/30/21/20/36/52/i255/38/65/31/32/19/34/55/21/20/36/52/39/27/1/18/34/36/26/34/24/1/40/41 /8/4/8/5/6/4/9/6/29/5/i255/6/i255/4/28/8/9/28/7/8/i255/23/59/i255/60/59/14/6/i255/16/58/i255/26/27/27/20/19/33/33/28/i255/5/8/34/8/4/8/34/29/4/49/34/29/57/57 Attachment B
/0/1/2/3/4/5/6/7/i255/9/10/10/11/1/12/5/13/i255/14/15/i255/16/15/17/5/i255/18/19/11/2/20/i255/21/22/15/17/5/23/14/19/11/2/20/24/13/1/7/23/2/9/23/25/1/12/26 /27/10/10/11/1/12/9/17/i255/0/9/7/5/28/i255/29/30/29/31/32/30/33/32/34/35/i255/32/i255/36/28/37/35/28/31/34/i255/38/39/i255/40/39/41/i255/32/i255/41/19/4/5/i255/42/1/3/11/2/5/28/i255/43/5/11/12/5/11/32/i255/44/38/i255/9/13/13/11/5/43/43/28/i255/34/33/36/23/34/37/45/23/29/31/23/29/31/29 /0/1/2/3/4/5/6/7/i255/5/4/9/19/17/5/13/i255/7/1/i255/20/9/6/6/9/20/23/46/5/11/25/3/43/1/6/24/13/1/7/23/2/9/23/25/1/12/i255/46/1/11/i255/43/19/25/6/9/7/3/11/5 /29/30/29/31/32/30/33/32/34/35/i255/32/i255/36/28/37/35/28/31/31/i255/38/39/i255/40/39/41 /47/4/9/19/17/i255/12/19/5/48/5/13/i255/14/15/i255/20/9/6/6/9/20/23/46/5/11/25/3/43/1/6/24/13/1/7/23/2/9/23/25/1/12 /29/30/29/31/32/30/33/32/34/35/i255/32/i255/34/30/28/34/31/28/29/37/i255/38/39/i255/40/39/41/32/i255/44/38/i255/9/13/13/11/5/43/43/28/i255/34/33/36/23/34/37/45/23/29/31/23/29/33/36 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COUNCIL AGENDA REPORT
TO: Mayor and City Council
FROM: Brett Fulgoni, Director of Public Works
DATE: May 6, 2025
SUBJECT: Adoption of a Resolution Prohibiting Pedestrians and Bicyclists on Broadway (State Route 135) Northeast of Intersection with Preisker Lane
Description:
The City Council will consider approving a Resolution, consistent with California Vehicle Code Section 21960, to prohibit pedestrians and bicyclists on Broadway (State Route 135) northeast of the intersection with Preisker Lane.
Environmental Notice: The activity is not a “Project” as defined under Section 15378 of the California Environmental Quality Act State Guidelines; therefore, pu rsuant to State Guidelines Section 15060(c)(3) no environmental review is required.
RECOMMENDATION:
Adopt a Resolution prohibiting pedestrians and bicyclists from travelling on Broadway (State Route 135) northeast of the intersection with Preisker Lane.
BACKGROUND:
City staff has coordinated with the developer of Chick-fil-A and Caltrans to improve traffic operations at the intersection of Broadway (SR -135) and Preisker Lane, in accordance with the Chick-fil-A Conditions of Approval. As part of these improvements, the developer is required to extend the southbound right -turn pocket on Broadway (SR -135) onto Preisker Lane. During Caltrans’ review of the associated encroachment permit, pedestrian and bicyclist accessibility was evaluated. Due to the lack of adequate facilities, it was determined that conditions in the area present a safety hazard for non -motorized users. Consequently, Caltrans recommends prohibiting pedestrian and bicyclist access on Broadway (SR-135) northeast of the Preisker Lane intersection.
DISCUSSION:
California Vehicle Code Section 21960 permits local authorities and Caltrans to restrict or prohibit pedestrian, bicycle, or other non -motorized traffic on designated freeways or expressways when vehicle access is controlled. Key provisions include:
Such restrictions are effective upon the installation of appropriate signage.
2 Local ordinances or resolutions affecting state highways must be reviewed and approved in writing by Caltrans.
Prohibition of pedestrian access must be supported by findings that no pedestrian facilities exist, and that use would pose a safety risk.
Based on these provisions, staff recommends adoption of the proposed Resolution, as appropriate infrastructure for pedestrian and bicycle use does not exist in this location , and safety risks are present.
The required signage will be installed by the Chick -fil-A developer, as part of the encroachment permit improvements, prior to the restaurant’s occupancy.
Alternative(s)
Council may elect to not approve the proposed Resolution. In this case, staff would need to work with Caltrans and the Chick -fil-A developer on the next steps, as the encroachment permit is contingent upon approval of the prohibition. This may delay the Chick-fil-A opening.
Fiscal Considerations
No additional costs are to be incurred for the City. The Chick -fil-A developer will bear all costs associated with the installation of signage, in compliance with the encroachment permit.
Impact to the Community
Pedestrians and bicyclists would b e prohibited from traveling on Broadway (SR -135) northeast of the Preisker Lane intersection. This access is expected to be restored upon completion of the planned US -101/SR-135 Interchange Project, currently scheduled to begin construction in 2030.
Other Agency Review
If approved, the City Resolution will be reviewed and approved by Caltrans prior to implementation, in conformance with California Vehicle Code Section 21960.
ATTACHMENT(S)
A. Resolution
B. State of California Vehicle Code, Section 21960
Attachment A
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF SANTA MARIA, CALIFORNIA,
PROHIBITING PEDESTRIANS AND BICYCLISTS
FROM TRAVELLING ON BROADWAY (STATE ROUTE 135)
NORTHEAST OF THE INTERSECTION WITH PREISKER LANE
WHEREAS, it is in the best interest of the City of Santa Maria to prohibit bicyclists and pedestrians at certain locations within the City; and
WHEREAS, there is a lack of bicyclist and pedestrian infrastructure on Broadway (State Route 135); and
WHEREAS, the prohibition will discourage residents from traveling on roadways without adequate infrastructure; and
WHEREAS, this prohibition is requested by Caltrans as part of its review of the Broadway (State Route 135) and Preisker Lane intersection improvements, to be performed by the Chick-fil-A development located at 2140 North Preisker Lane; and
NOW, THEREFORE, IT IS HEREBY RESOLVED that pursuant to California Vehicle Code Section 21960, pedestrians and bicyclists shall be prohibited on the following street segment, incorporated herein by reference, at the following locations by the City Council of the City of Santa Maria, California, as follows:
SECTION 1. Broadway (State Route 135) , beginning at the intersection with Preisker Lane, and continuing northeast to its terminus at the northbound on-ramp for US- 101.
BE IT FURTHER RESOLVED by the City Council of the City of Santa Maria, California, as follows:
SECTION 2. The foregoing shall constitute traffic regulations pursuant to ordinance.
SECTION 3. All work is to be accomplished using the standards and methods approved by the Director of Public Works. This shall be in accordance with standard City specifications, and the provisions of this resolution are to be carried out by erecting signs, painting marks and temporary markers and barricades required, and by such other indicators or devices as may be un der provisions of the Vehicle Code of the State of California and regulations adopted pursuant thereto.
//
//
SECTION 4. The Chief Deputy City Clerk is hereby authorized to make minor changes herein to address clerical errors, so long as substantial conformance of the intent of this document is maintained. In doing so, the Chief Deputy City Clerk shall consult with the City Manager and City Attorney concerning any changes deemed necessary.
PASSED AND ADOPTED at a regular meeting of the City Council of the City of Santa Maria held this 6th day of May 2025.
ATTEST:
Chief Deputy City Clerk
Mayor
APPROVED AS TO FORM:
_______________________________
City Attorney
APPROVED AS TO CONTENT:
_______________________________
Department Director
_______________________________
City Manager
State of California
VEHICLE CODE
Section 21960
21960. (a) The Department of Transportation and local authorities, by order , ordinance, or resolution, with respect to freeways, expressways, or designated portions thereof under their respective jurisdictions, to which vehicle access is completely or partially controlled, may prohibit or restrict the use of the freeways, expressways, or any portion thereof by pedestrians, bicycles or other nonmotorized traffic or by an y person operating a motor -driven c ycle, motorized bic ycle, motorized scooter , or electrically motorized board. A prohibition or restriction pertaining to bic ycles, motor-driven cycles, motorized scooters, or electrically motorized boards shall be deemed to include motorized bicycles. A person shall not operate a motorized bicycle wherever that prohibition or restriction is in force. Notwithstanding an y order , ordinance, or resolution to the contrary, the driver or passengers of a disabled vehicle stopped on a freeway or expressway may walk to the nearest exit, in either direction, on that side of the free way or expressway upon which the v ehicle is disabled, from which telephone or motor vehicle repair services are available. (b) The prohibitory re gulation authorized by subdi vision (a) shall be ef fective when appropriate signs gi ving notice thereof are erected upon an y free way or expressway and the approaches thereto. If an y portion of a county free way or expressway is contained within the limits of a city within the county, the county may erect signs on that portion as required under this subdivision if the ordinance has been approved by the city pursuant to subdi vision (b) of Section 1730 of the Streets and Highways Code.
(c) No ordinance or resolution of local authorities shall apply to any state highway until the proposed ordinance or resolution has been presented to, and appro ved in writing by, the Department of Transportation.
(d) An ordinance or resolution adopted under this section on or after January 1, 2005, to prohibit pedestrian access to a county free way or expressway shall not be effective unless it is supported by a finding by the local authority that the freeway or expressway does not have pedestrian facilities and pedestrian use would pose a safety risk to the pedestrian.
(Amended by Stats. 2015, Ch. 777, Sec. 4. (AB 604) Effective January 1, 2016.)
STATE OF CALIFORNIA
AUTHENTICATED
ELECTRONIC LEGAL MATERIAL
Attachment B
COUNCIL AGENDA REPORT
TO: Mayor and City Council
FROM: Alex Posada, Director of Recreation and Parks
DATE: May 6, 2025
SUBJECT: Adoption of Resolutions on the Annexation and Assessment of Parcels into City Landscape Maintenance Districts
Description:
The City Council will consider the annexation and assessment of multiple businesses into the City’s Landscape Maintenance Districts.
RECOMMENDATION:
1. Adopt a Resolution annexing and authorizing the assessment of Landscape Maintenance Fees to Bellecrest Senior Residences and Holiday Inn Express in the Northeast Landscape Maintenance District (Streets and Highways Code Section 22500, Et Seq.; and
2. Adopt a Resolution annexing and authorizing the assessment of Lands cape Maintenance Fees to Heritage Walk Lofts located in the Northwest Landscape Maintenance District (Streets and Highways Code Section 22500, Et Seq.); and
3. Adopt a Resolution annexing and authorizing the assessment of Landscape Maintenance Fees to Starbucks Drive -Through located in the Southwest Landscape Maintenance Districts (Streets and Highways Code Section 22500, Et Seq.).
BACKGROUND:
The City of Santa Maria received the following notarized petitions requesting annexation into one of the City’s f our Landscape Maintenance Districts from the following development projects: Bellecrest Senior Residences, PD2022 -0008 & TR2022 -0007; Holiday Inn Express, PD2022-0001; Heritage Walk Lofts, DT2022 -0018; and Starbucks Drive-through, PD2023-0009 & U2023-0007. These annexations will provide funding for the ongoing maintenance of public landscape improvements in the Northeast, Northwest, and Southwest Landscape Maintenance Districts under the provision of the “Landscape and Lighting Act of 1972” for the purpose of levying and collecting assessments for perpetual landscape maintenance.
DISCUSSION:
At the City Council meeting of June 4 th, 2024, the City Council adopted a Resolution initiating the proceedings to establish and levy the 2024 -25 Landscape Maintenance 2 District Assessments for the ongoing maintenance of landscape facilities served by the Northeast, Northwest, and Southwest Landscape Maintenance District.
This item directs staff to add these assessments for Bellecrest Senior Residences & Holiday Inn to the Northeast, Heritage Walk Lofts to the Northwest, and Starbucks Drive- Through to the Southwest Landscape Maintenance Districts on the County of Santa Barbara Property Tax Roll.
Fiscal Considerations
The annual costs of landscape maintenance are assessed against the benefited properties within said Districts. These assessments are reflective of the cost associated with the upkeep of public landscaping within these Districts.
Impact to the Community
These annexations and assessments provide for t he maintenance of landscaping in perpetuity. The assessments generate a funding base to help finance the majority of the landscape maintenance costs within each of the respective districts named in this report, which in turn allows the City of Santa Maria to provide the highest level of service to residents.
ATTACHMENT(S)
A - Resolution - Annexation of Northeast Landscape Maintenance District Exhibit A- Annexation Petition- Bellecrest Senior Residence Exhibit B- Annexation Petition- Holiday Inn Express
B - Resolution - Annexation of Northwest Landscape Maintenance District Exhibit A- Annexation Petition- Heritage Walk Lofts
C - Resolution - Annexation of Southwest Landscape Maintenance District Exhibit A- Annexation Petition- Starbucks Drive-Through
Attachment A
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA
MARIA, CALIFORNIA, ANNEXING AND AUTHORIZING THE
ASSESSMENT OF LANDSCAPE MAINTENANCE FEES TO
BELLECREST SENIOR RESIDENCES AND HOLIDAY INN EXPRESS
IN THE NORTHEAST LANDSCAPE MAINTENANCE DISTRICT
(STREETS AND HIGHWAYS CODE SECTION 22500, ET SEQ.)
WHEREAS, on May 2,1989, the City Council of the City of Santa Maria, pursuant to the provisions of the Landscaping and Lighting Act of 1972 by Resolution No. 89 -51, authorized the formation of the Northeast Landscape Maintenance District (“District”); and
WHEREAS, the cost to developers/owners of the new residential or commercial property occurring within said District are determined based on the costs of providing services and building sufficient reserves to meet future costs; and
WHEREAS, a Petition Requesting Annexation into the Northeast Landscape Maintenance District was signed by the owner(s) of the following Propert ies and the associated Assessor’s Parcel Numbers are provided to identify the Properties as follows:
Bellecrest Senior Residences, PD2022-0008 & TR2022-0007, APN 128-052-014, -023 Holiday Inn Express, PD2022-0001, APN 128-003-047, -048
WHEREAS, pursuant to law, the owner(s) waived the right to protest, reports, and to any notice and hearing to which s/he may be entitled; and
WHEREAS, the petition operates as a ballot in favor of the annexation of the Properties in said District; and
WHEREAS, at the City Council meeting of June 4th, 2024, the City Council adopted a Resolution initiating the proceedings to levy an assessment to the Properties, within the District; and
WHEREAS, it is the intention of the City Council of the City of Santa Maria to annex the Properties into the District and collect assessments according to the provisions of the Petition and District.
NOW, THEREFORE, IT IS HEREBY RESOLVED by the City Council of the City of Santa Maria California, as follows:
SECTION 1. That the above recitals are true and correct.
SECTION 2. The Petition requesting annexation and its associated vicinity map for annexation of the Properties into the District is confirmed and attached hereto as Exhibit A.
2 SECTION 3. That the Properties are ordered annexed and made part of the District according to the terms and conditions in the Petition and District.
SECTION 4. It is hereby ordered that the Properties be assessed as part of the District, with the assessment to be annually updated and adjusted according to the Consumer Price Index.
SECTION 5 . Staff is authorized and directed to take all necessary steps to complete these proceedings and collect the assessment.
SECTION 6 . The assessment for the 20 24-2025 Fiscal Year for the following Properties shall be $306.50 for residential and $758.23 for commercial per APN or tenant space:
Bellecrest Senior Residences, PD2022-0008 & TR2022-0007, APN 128-052-014, -023 Holiday Inn Express, PD2022-0001, APN 128-003-047, -048
SECTION 7 . The Chief Deputy City Clerk is hereby authorized to make minor changes herein to address clerical errors, so long as substantial conformance of the intent of this document is maintained. In doing so, the Chief Deputy City Clerk shall consult with the City Manager and City Attorney concerning any changes deemed necessary.
PASSED AND ADOPTED at a regular meeting of the City Council of the City of Santa Maria, held this 6th day of May 2025
ATTEST:
Chief Deputy City Clerk
Exhibits:
A: Annexation Petition – Bellecrest Senior
Residence
B: Annexation Petition Holiday Inn Express
Mayor
APPROVED AS TO FORM:
_______________________________
City Attorney
APPROVED AS TO CONTENT:
_______________________________
Department Director
_______________________________
City Manager
Exhibit A
Exhibit B
Attachment B
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA
MARIA, CALIFORNIA, ANNEXING AND AUTHORIZING THE
ASSESSMENT OF LANDSCAPE MAINTENANCE FEES TO HERITAGE
WALK LOFTS LOCATED IN THE NORTHWEST LANDSCAPE
MAINTENANCE DISTRICT (STREETS AND HIGHWAYS CODE
SECTION 22500, ET SEQ.)
WHEREAS, on December 20, 1988, the City Council of the City of Santa Maria, pursuant to the provisions of the Landscaping and Lighting Act of 1972 by Resolution No. 88-154, authorized the formation of the Northwest L andscape Maintenance District (“District”); and
WHEREAS, the cost to developers/owners of the new residential or commercial property occurring within said District are determined based on the costs of providing services and building sufficient reserves to meet future costs; and
WHEREAS, a Petition Requesting Annexation into the Northwest Landscape Maintenance District was signed by the owner (s) of the following Propert ies and the associated Assessor’s Parcel Number is provided to identify the Properties as follows:
Heritage Walk Lofts, DT2022-0018 APN 123-280-003
WHEREAS, pursuant to law, the owner(s) waived the right to protest, reports, and to any notice and hearing to which s/he may be entitled; and
WHEREAS, the petition operates as a ballo t in favor of the annexation of the Properties in said District; and
WHEREAS, at the City Council meeting of June 4th, 2024, the City Council adopted a resolution initiating the proceedings to levy an assessment to the Properties within the District; and
WHEREAS, it is the intention of the City Council of the City of Santa Maria to annex the Properties into the District and collect assessments according to the provisions of the Petition and District.
NOW, THEREFORE, IT IS HE REBY RESOLVED by the City Council of the City of Santa Maria California, as follows:
SECTION 1. That the above recitals are true and correct.
SECTION 2. The Petition requesting annexation and its associated vicinity map for annexation of the Properties into the District is confirmed and attached hereto as Exhibit A.
2 SECTION 3. That the Properties are ordered annexed and made part of the District according to the terms and conditions in the Petition and District.
SECTION 4. It is hereby ordered that the Properties be assessed as part of the District, with the assessment to be annually updated and adjusted according to the Consumer Price Index.
SECTION 5 . Staff is authorized and directed to take all necessary steps to complete these proceedings and collect the assessment.
SECTION 6 . The assessment for the 2024-2025 Fiscal Year for the following Properties shall be $177.89 for residential and $569.22 for commercial per APN or tenant space:
Heritage Walk Lofts, DT2022-0018 APN 123-280-003
SECTION 7 . The Chief Deputy City Clerk is hereby authorized to make minor changes herein to address clerical errors, so long as substantial conformance of the intent of this document is maintained. In doing so, the Chief Deputy City Clerk shall consult with the City Manager and City Attorney concerning any changes deemed necessary.
PASSED AND ADOPTED at a regular meeting of the City Council of the City of Santa Maria, held this 6th day of May 2025.
ATTEST:
Chief Deputy City Clerk
Mayor
APPROVED AS TO FORM:
_______________________________
City Attorney
APPROVED AS TO CONTENT:
_______________________________
Department Director
_______________________________
City Manager
Exhibit A: Annexation Petition – Heritage Walk Lofts
Exhibit A
Attachment C
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA
MARIA, CALIFORNIA, ANNEXING AND AUTHORIZING THE
ASSESSMENT OF LANDSCAPE MAINTENANCE FEES TO STARBUCKS
DRIVE-TROUGH LOCATED IN THE SOUTHWEST LANDSCAPE
MAINTENANCE DISTRICT (STREETS AND HIGHWAYS CODE SECTION 22500, ET SEQ.)
WHEREAS, on May 2, 1989, the City Council of the City of Santa Maria, pursuant to the provisions of the Landscaping and Lighting Act of 1972 by Resolution No. 89 -50, authorized the formation of the Southwest Landscap e Maintenance District (“District”); and
WHEREAS, the developers/owners of the new residential or commercial property occurring within said District are based on the costs of providing services and building sufficient reserves to meet future costs; and
WHEREAS, a Petition Requesting Annexation into the Southwest Landscape Maintenance District w as signed by the owner (s) of the following Property and the associated Assessor’s Parcel Numbers provided to identify it as follows:
Starbucks Drive-Through, PD2023-0009 & U2023-0007 APN 111-400-032
WHEREAS, pursuant to law, the owner(s) waived the right to protest reports, and to any notice and hearing to which s/he may be entitled; and
WHEREAS, the petition operates as a ballot in favor of the annexation of the Property in said District; and
WHEREAS, at the City Council meeting of June 4th, 2024, the City Council adopted a Resolution initiating the proceedings to levy an assessment to the Property within the District; and
WHEREAS, it is the intention of the City Council of the City of Santa Maria to annex the Property into the District and collect assessments according to the provisions of the Petition and District.
NOW, THEREFORE, IT IS HEREBY RESOLVED by the City Council of the City of Santa Maria California, as follows:
SECTION 1. That the above recitals are true and correct.
SECTION 2. The Petition requesting annexation and its associated vicinity map for annexation of the Properties into the District is confirmed and attached hereto as Exhibit A.
2 SECTION 3. That the Properties are ordered annexed and made part of the District according to the terms and conditions in the Petition and District.
SECTION 4. It is hereby ordered that th e Properties be assessed as part of the District, with the assessment to be annually updated and adjusted according to the Consumer Price Index.
SECTION 5 . Staff is authorized and directed to take all necessary steps to complete these proceedings and collect the assessment.
SECTION 6 . The assessment for the 20 24-2025 Fiscal Year for the following Property shall be $569.22 for commercial per APN or tenant space:
Starbucks Drive-Through, PD2023-0009 & U2023-0007 APN 111-400-032
SECTION 7 . The Chief Deputy City Clerk is hereby authorized to make minor changes herein to address clerical errors, so long as substantial conformance of the intent of this document is maintained. In doing so, the Chief Deputy City Clerk shall consult with the City Manager and City Attorney concerning any changes deemed necessary.
PASSED AND ADOPTED at a regular meeting of the City Council of the City of Santa Maria, held this 6th day of May 2025
ATTEST:
Chief Deputy City Clerk
Exhibit A: Annexation Petition – Starbucks Drive-
Through
Mayor
APPROVED AS TO FORM:
_______________________________
City Attorney
APPROVED AS TO CONTENT:
_______________________________
Department Director
_______________________________
City Manager
Exhibit A
COUNCIL AGENDA REPORT
TO: Mayor and City Council
FROM: Alex Posada, Director of Recreation and Parks
DATE: May 6, 2025
SUBJECT: Adoption of Resolutions Approving the Engineer’s Reports and Intent to Levy and Collect the 2025 – 2026 Landscape Assessments
Description:
The City Council will consider the annual Engineer’s Reports for the City’s Landscape Maintenance Districts and Special Benefit Zones and setting the public hearing to consider the annual Districts’ assessments.
RECOMMENDATION:
1. Adopt a R esolution approving the Engineer’s Reports for the 2025 -2026 landscape maintenance districts and special benefit zones assessment proceedings; and
2. Adopt a R esolution declaring the intent to levy and collect the property tax assessments for each of the four Landscape Maintenance Districts and the 20 Special Benefit Zones; and set a public hearing for June 3, 2025, to consider the proposed landscape assessments for approval.
BACKGROUND:
During the 1980s, the City of Santa Maria established four geographic Landscape Maintenance Districts with Broadway and Stowell serving as the center point. The four “Master Districts” consist of the following: the South Miller Street/South College Drive Landscape Maintenance District created with Resolution 81 -298 on August 4, 1981; the Northwest Landscape Maintenance District with Resolution 88 -154 on December 20, 1988; the Northeast Landscape Maintenance District with Resolution 89 -51 on May 2, 1989; and the Southwest Landscape Maintenance District with Resolution 89-50 on May 2, 1989. The creation of these districts enables the City of Santa Maria to levy and collect assessments for the purposes of maintaining the public landscaping and parks, and for nuisance abatement within each district.
Within the four “Master Districts,” there are currently 20 Special Benefit Zones (SBZ).
Each SBZ was created at the time when a new development was built, in order to provide for the perpetual maintenance of additi onal public services associated with the development and operation of each project. These public improvements include retention basins, parks, sidewalks, public safety, graffiti abatement, pest abatement, street trees, and all public thoroughfare landscap ing. The cost for maintaining the public 2 improvements vary, based on the type and extent of public improvements in a given subdivision. This cost is distributed among all assessed properties within the specific SBZ and collected annually through property taxes.
Under the Landscaping and Lighting Act of 1972 (“the Act”), the City is authorized to provide and maintain landscaping, public lighting, appurtenant facilities, public safety, park and recreational improvements. By following the procedures set ou t in the Act, as well as Proposition 218 and its implement ation legislation, the City can assess property owners for the special benefit received as a result of installing and maintaining these improvements.
The process of assessing property for improvements under the Act has several steps. A typical first step is annexing property into a particular part of the City’s system under the Act and setting the assessment for the first fiscal year. This is accomplished through the consent of the current property owners and action of the Council pursuant to an Engineer’s Report. The Engineer’s Report correctly apportions the costs to specific property according to the special benefit received. If particular properties receive additional benefit, they are placed in to a “zone” which receives a particularized assessment amount according to the additional special benefit received.
Assessment law, in particular Proposition 218, allows only the special benefit received by properties to be assessed. General benefits rece ived by the public are not recoverable using assessments. The Engineer’s Report apportions or spreads these special benefit amounts to the properties to be assessed.
Amounts are assessable to property under the Act for one fiscal year. Each year at this time, the City conducts assessment proceedings under the Act. In order to collect assessments going forward, the City must not receive a majority protest. If the City wishes to increase assessments within the meaning of the law (i.e. above the annual Consumer Price Index (CPI), then the City must follow the specialized election proceedings under Proposition 218. In addition, Proposition 218 removes former provisions of statutory law that allowed public entities to be exempt from assessment.
DISCUSSION:
The process of annexation, calculating, and levying assessments in the Landscape Maintenance Districts is outlined in the California Streets and Highways Code, which the City of Santa Maria follows in these proceedings. The City of Santa Maria’s process f or annexation, calculating, and levying of assessments has been refined by the City Attorney in compliance with state law and the most recent case law. The recommended action is to meet the statutory requirements by the City Council: 1) adopting a Resolution approving the Engineer’s Reports for assessment proceedings; and 2) declaring the intent to levy and collect the property tax assessments for each of the four Landscape Maintenance Districts and the SBZ’s, and set a public hearing for June 3, 2025, to consider the proposed landscape assessments for approval.
3 The Interim Director of Finance has determined that the annual Consumer Price Index CPI1 rose by 3.4 percent in calendar year 2024, requiring that the 2025 district and SBZ assessments be increased by 3.4 percent to keep pace with increased costs. In addition to the increase in CPI, state law has required the City to use the Department of Labor Statistics prevailing wage rates for our geographic area for all contracted services. This has had a significant impact on the rates being paid to our contractors. This increase will need to be addressed by future increases in assessment rates in order to keep pace with the prevailing wage requirement.
The proposed assessments are intended to provide adequate funding for district operations over the next fiscal year and are consistent with past City Council action. The action before City Council not only authorizes the levying and collection of the property tax assessment for the Landscape Maintenance Districts and the SBZs, but also authorizes the Director of Finance to transfer funds out of appropriated reserves in order to finance operational costs (unanticipated expenses or project overages) in the districts during the next fiscal year.
Fiscal Considerations:
The attached supportive documents present the specific financing related to each of the Landscape Maintenance District Assessments for the “Master Districts” and the SBZs.
To summarize, the Landscape Maintenance Districts and the SBZ’s generate approximately $5.6 million in revenue to fund direct maintenance services and district operation costs. This revenue is collected from approximately 9,888 residential and 615 commercial properties in the districts. Since everyone who lives in the City of Santa Maria benefits from the well-kept, public easement landscaped areas, the City’s General Fund provides a financial contribution, known as the “City’s General Benefit," in the amount of $928,780. This contribution is made on behalf of the estimated 23,500 (commercial and residential) properties that existed prior to the creation of the Landscape Maintenance Districts. As new development occurs i n older parts of the City, those properties are annexed into a Landscape Maintenance District or SBZ, over time the General Benefit will begin to diminish.
1 U. S. Department of Labor, Bureau of Labor Statistics for Urban Los Angeles-Riverside-Orange County areas – includes Santa Maria for the period ending December 31, 2016.
During Fiscal Year 2024-25, the Landscape Maintenance Districts experienced across - the-board increase in costs of providing daily operations, renovation and project management. The most significant cost is irrigation water. In order to control the cost of water, staff is stopping watering and, as budgets permit, converting non-recreational turf to low water use plantings. These conversions will result in long-term savings but require a significant upfront expenditure. Accordingly, Landscape Maintenance Districts will continue to face increased costs.
In 2025, there will be additional revenue from the new projects at Centennial Gardens, Elements Mixed Use, Skyview Homes, and others, into their respective districts; however, there will also be additional cost associated with the new District Landscape.
4 Impact to the Community:
Landscaping along the City’s major arterials and surrounding residential and commercial developments in the City are a positive indication of the fine quality of life in Santa Maria and its aesthetic appeal. Accordingly, the City’s landscaping provides for the community’s enjoyment, neighborhood cohesiveness, and beauty. And the assessments herein provide for perpetual care of these public areas and safeguard the assets of surrounding property owners.
ATTACHMENT(S)
Attachment A. Resolution- Engineer's Assessment Report
Attachment B. Resolution- Intent to Levy and Collect
Exhibit A. Engineer Report Northwest
Exhibit B. Engineer Report Northeast-
Exhibit C. Engineer Report Southwest
Exhibit D. Engineer Report South Miller Street-South College Drive Exhibit E. FY25-26 District Assessment Rolls
Exhibit F. Landscape Maintenance Districts Map
Attachment A
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF SANTA MARIA, CALIFORNIA,
APPROVING THE ENGINEER’S REPORTS FOR THE
2025-2026 LANDSCAPE MAINTENANCE DISTRICT AND
SPECIAL BENEFIT ZONES ASSESSMENT PROCEEDINGS
WHEREAS, the City Council of the City of Santa Maria, California, pursuant to the provisions of the Landscaping and Lighting Act of 1972 (Section 22500, et seq . of the Streets and Highways Code) initiated proceedings and ordered the preparation of an Engineer’s R eport for the assessment of certain property annexed to the Northeast, Northwest, Southwest, and South Miller Street/South College Drive Landscape Maintenance Districts, and the associated Special Benefit Zones; and
WHEREAS, the Engineer’s Reports were p repared as directed by City Council; and
WHEREAS, the City Council has reviewed the Engineer’s Reports as presented and is satisfied with each and all of the items and documents as set forth therein, and is satisfied that the assessments, on a preliminary basis, have been spread in accordance with the benefits received for the work to be performed, as set forth in the Reports; and
WHEREAS, the City Council accepts these assessments as the basis on which to provide service to the Northeast, Northwest, Sou thwest, and South Miller Street/South College Drive Landscape Maintenance Districts, and the 20 Special Benefit Zones; and
NOW, THEREFORE, IT IS HEREBY RESOLVED by the City Council of the City of Santa Maria, California, as follows:
SECTION 1. The above recitals are true and correct; and
SECTION 2 . The Engineer’s Reports, as presented, are hereby approved on a preliminary basis, and are ordered to be filed in the Office of the City Clerk of the City of Santa Maria as a permanent record and to remain open to public inspection; and
SECTION 3. The necessary adjustments reflected in the Engineer’s Reports shall be made to the City of Santa Maria 20 25-26 Budget Allocations for each Landscape Maintenance District and Special Benefit Zone and the Director of Finance is authorized to make the necessary inter-fund transfers to landscape maintenance district operational budgets; and
SECTION 4. The Chief Deput y City Clerk is hereby authorized to make m inor changes herein to address clerical errors, so long as substantial conformance of the intent of this document is maintained. In doing so, the Chief Deputy City Clerk shall consult with the City Manager and City Attorney concerning any changes deemed necessary.
2 PASSED AND ADOPTED at a regular meeting of the City Council of the City of Santa Maria held this 6th day of May 2025.
ATTEST:
Chief Deputy City Clerk
Mayor
APPROVED AS TO FORM:
_______________________________
City Attorney
APPROVED AS TO CONTENT:
_______________________________
Department Director
_______________________________
City Manager
Atty. Rev. 20 25
Attachment B
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF SANTA MARIA, CALIFORNIA
DECLARING THE INTENT TO LEVY AND
COLLECT THE PROPERTY TAX ASSESSMENTS FOR
EACH OF THE FOUR LANDSCAPE MAINTENANCE
DISTRICTS AND THE 20 SPECIAL BENEFIT
ZONES; AND SET A PUBLIC HEARING FOR
JUNE 3, 2025, TO CONSIDER THE PROPOSED
LANDSCAPE ASSESSMENTS FOR APPROVAL
WHEREAS, the City Council of the City of Santa Maria, California, at this time proposes to initiate proceedings for the assessment of property annexed to the Northeast, Northwest, Southwest and South Miller Street/South College Drive Landscape Maintenance Districts and the 20 Special Benefit Zones (“Districts”), pursuant to the terms and provisions of the Landscaping and Lighting Act of 1972 (Sec tion 22500, et seq . of the Streets and Highways Code); and
WHEREAS, the properties affected by these proceedings are described in Exhibit “E” and the boundaries of the Districts are shown on the map as Exhibit “F” of Resolution No. 2025-__ and incorporated herein by reference.
NOW, THEREFORE, IT IS HEREBY RESOLVED by the City Council of the City of Santa Maria, California, as follows:
SECTION 1. The above recitals are true; and
SECTION 2. It is the intention of this legislative body to levy and collect assessments for Fiscal Year 2025-26 to pay costs and expenses for the maintenance of retention basins, parks, sidewalks, graffiti abatement, pest abatement, street trees, and all other public landscaping; and
SECTION 3. By the terms of Resolution Numbers 1994-96, 1994-97, 1994-98 and 1994-99, dated June 7, 1994, the City Council adopted a formula for annual adjustment of assessments based on the Consumer Price Index Figures of the U. S. Department of Labor, Bureau of Labor Statistics for Urban Los Angeles-Riverside-Orange County Areas*; and
SECTION 4. The Director of Finance is authorized and directed to receive and appropriate assessments as reported in the Engineer’s Reports on Exhibit A -D of Resolution No. 2025-__. Additionally, the Director of Finance is authorized and directed to reallocate said appropriations and estimated revenues to reflect the final assessments as determined by the County; and
*U. S. Department of Labor, Bureau of Labor Statistics for Urban Los Angeles-Riverside-Orange County areas – includes Santa Maria Atty. Rev. 2025
2 SECTION 5. The improvements to be funded by the proposed assessment are generally described as follows: maintenance of retention basins, parks, sidewalks , and public thoroughfare landscaping, street trees, graffiti abatement, and pest abatement; and
SECTION 6. The assessment districts affected by this Resolution of Intention are distinctively designated as follows: South Miller Street/South College Drive, Northeast, Northwest, and Southwest Landscape Maintenance Districts, and the 20 Special Benefit Zones; and
SECTION 7. The property affected by the proposed assessments are described in Exhibit “E”, and the boundaries of the Districts are shown on the map as Exhibit “F of Resolution No. 2025-__”; and
SECTION 8. Said work will provide a special and direct benefit to the properties as described in the Engineer’s Reports previously approved by this Council; and
SECTION 9. The City Manager or his designee is hereby authorized to approve the transfer of fu nds from appropriated reserve accounts for the purpose of covering operational costs when needed; and
SECTION 10. Notice is hereby given that a public hearing on the questions of the proposed assessment is hereby scheduled on Tuesday, June 3, 2025, at 5:30 p.m. or thereafter in the City Council Chambers located at 110 East Cook Street in Santa Maria, California; and
SECTION 11. The City Clerk is hereby directed to give notice of the public hearing pursuant to Streets and Highways Code, Sections 22552 and 22553; and
SECTION 12. The Engineer’s Reports pertaining to the proposed proceedings are on file with the Chief Deputy City Clerk and should be referred to for a full and detailed description of the improvements, Landscape Maintenance District Boundaries, and any Special Benefit Zones therein, and the proposed assessments upon assessable lots and parcels of land within the Districts; and
3 SECTION 13. The Chief Deputy City Clerk is hereby authorized to make m inor changes herein to address clerical errors, so long as substantial conformance of the intent of this document is maintained. In doing so, the Chief Deputy City Clerk shall consult with the City Manager and City Attorney concerning any changes deemed necessary.
PASSED AND ADOPTED at a regular meeting of the City Council of the City of Santa Maria held this 6th day of May 2025.
ATTEST:
Chief Deputy City Clerk
Mayor
APPROVED AS TO FORM:
_______________________________
City Attorney
APPROVED AS TO CONTENT:
_______________________________
Department Director
_______________________________
City Manager
Exhibit A: Engineer Report-Northwest
Exhibit B: Engineer Report-Northeast
Exhibit C: Engineer Report-South Miller Street/South College Drive Exhibit D: Engineer Report-Southwest
Exhibit E: Affected Properties by the Proposed Assessments Exhibit F: Boundary Maps
EXHIBIT A
Annual Engineer’s Report
Fiscal Year 2025/2026
Northwest Landscape Maintenance Assessment District No.
DS-9
Incorporating Special Benefit Zones:
Cherry Blossom
North Preisker Ranch
Intent Meeting: May 6, 2025
Public Hearing: June 3, 2025
City of Santa Maria
110 E. Cook Street
Santa Maria, CA 93454
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ENGINEER'S REPORT AFFIDAVIT
This Report and the enclosed descriptions, budgets and diagram outline the proposed improvements and assessments for Landscape Maintenance Assessment District No. DS-9 in the City of Santa Maria for Fiscal Year 2025/2026, which includes each lot, parcel, and subdivision of land within said District, as the same existed at the time of the passage of the Resolution of Intention. Reference is hereby made to the Santa Barbara County Assessor’s maps for a detailed description of the lines and dimensions of parcels within the District. The undersigned respectfully submits the enclosed Report as directed by the City Council.
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Table of Contents
INTRODUCTION ................................ ................................ ................................ . - 5 - Report Content and Annual Proceedings ................................ ....................... - 5 - PART I – PLANS AND SPECIFICATIONS ................................ ............................... - 9 - Zones of Benefit ................................ ................................ ........................... - 11 - Part II – Method of Apportionment ................................ ................................ - 12 - Benefit Analysis ................................ ................................ ............................ - 13 - Assessment Methodology ................................ ................................ ............ - 16 - Part III – Estimate of Costs ................................ ................................ .............. - 18 - Annual Inflationary Adjustment (Assessment Range Formula) ................... - 20 - Part IV – District/Zone Diagrams................................ ................................ ..... - 21 - District Boundary Diagram ................................ ................................ ........... - 22 - District Improvement Diagram (Northern Section) ................................ ..... - 23 - District Improvement Diagram (Southern Section) ................................ ..... - 24 - Cherry Blossom Special Benefit Zone ................................ ........................... - 25 - North Preisker Ranch Special Benefit Zone ................................ ................. - 26 - Part V - Assessment Rolls ................................ ................................ ................ - 27 -
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INTRODUCTION
The City of Santa Maria (“City”), under the provisions of the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code (“1972 Act”) and in accordance with the provisions of the California State Constitution, Artic le XIIID (“California Constitution”) annually levies and collects special assessments for the City’s maintenance assessment district designated as Northwest Landscape Maintenance Assessment District No. DS -9 (hereafter referred to as “District”) to fund in whole or in part the maintenance and operation of landscaping improvements that provide special benefits to properties within the District.
The City Council on December 20, 1988, established the formation of the Northwest Landscape Maintenance District No . DS-9 for the purpose of financing the continued maintenance of the landscaping within the northwest quadrant of the City.
In accordance with the 1972 Act, the District also utilizes special benefit zones (“Zones”) to address variations in the nature, loc ation, and extent of the improvements that provide special benefits to specific parcels and developments within the District. Within the boundaries of the District, some parcels may be assigned to a special benefit zone, each of which is associated with specific improvements that provide special benefit to properties within that Zone that are in addition to the improvements proportionally shared by properties throughout the District.
For Fiscal Year 2025/2026 in addition to the shared District improvements and assessments, parcels within the following Zones may be assessed for local improvements specific to the parcels and developments within each respective Zone:
Cherry Blossom Special Benefit Zone,
North Preisker Ranch Special Benefit Zone,
Report Content and Annual Proceedings
This Engineer’s Annual Report (the “Report”) has been prepared pursuant to Chapter 1, Article 4 and Chapter 3 of the 1972 Act, and presented to the City Council for their consideration and approval of the proposed improvements and services to be provided within the District and the levy and collection of annual assessments related thereto for Fiscal Year 2025/2026. This Report outlines the District improvements, the special benefit zones, the method of apportionment, and proposed assessments to be levied in connection with the special benefits the properties will receive from the maintenance and servicing of the District improvements for Fiscal Year 2025/2026. The annual assessments to be levied on properties within the District provi de a source of funding to fund in whole or in part, the continued operation and maintenance of the landscaping improvements and services to be provided by the District for the properties within the District and specified Zones for which the properties receive special benefits. - 6 -
Each fiscal year, the City establishes the District’s assessments based on an estimate of the costs to maintain, operate and service the authorized District improvements and based upon available revenues including assessment revenues, fund balances, general benefit contributions and any additional City contributions from available sources. The costs of the improvements and the proposed annual assessments budgeted and assessed against properties within the District may include, but are not limited to the estimated expenditures for regular annual maintenance and repairs; incidental expenditures related to the operation and administration of the District; deficits or surpluses from prior years; revenues from other sources; and the collecti on of funds for operational reserves and/or periodic repairs, replacements and rehabilitation projects as authorized by the 1972 Act. The net annual cost to provide the improvements within the District plus each benefit Zone (if applicable) are allocated to the benefiting properties within the District and respective Zones as applicable, using a weighted method of apportionment (refer to Assessment Methodology in Section II, Method of Apportionment) that calculates the proportional special benefit and assessment for each parcel as compared to other properties that benefit from the District improvements and services. Thus, each parcel is assessed proportionately for only those improvements, services, and expenses for which the parcel will receive special benefit.
The word “parcel,” for the purposes of this Report, refers to an individual property assigned its own Assessor’s Parcel Number (“APN”) by the Santa Barbara County Assessor’s Office. The Santa Barbara County Auditor/Controller uses Assessor’s Parcel Numbers and specific Fund Numbers to identify properties to be assessed on the tax roll for the District assessments.
At a noticed annual Public Hearing, the City Council will accept all public comments and written protests regarding the District and the ann ual levy of assessments. Based on those public comments and written protests, the City Council may order amendments to the Report or confirm the Report as submitted. Following final approval of the Report and confirmation of the assessments, the City Council will by Resolution, order the improvements to be made and confirm the levy and collection of assessments for Fiscal Year 2025/2026 pursuant to the 1972 Act. The assessments as approved will be submitted to the Santa Barbara County Auditor/Controller to be included on the property tax roll for each parcel.
As required by the 1972 Act, this Engineer’s Report describes the improvements to be provided, maintained, and serviced by the District, an estimated budget for the District improvements, and the proposed assessments to be levied upon each assessable lot or parcel within the District for fiscal year 2025/2026.
Part I – Plans and Specifications: This section contains a general description of the District, special benefit zones (“Zones”), and the improvements and services that provide special benefits to the parcels within the District. The improvements, appurtenant facilities, and services that provide special benefits to the properties within the District and for which parcels are assessed may - 7 -
include, but not limited to the installation and maintenance of landscaping improvements within the public right-of-way of streets within the District, retention basins, parks, public facilities and related amenities as well as associated operational and incidental expenses, and the collection of fund balances authorized by the 1972 Act. The plans and specifications contained in this Report generally describe the nature and extent of the improvements. In conjunction with these general descriptions, a visual depiction of the improvements may be provided in the District Diagrams contained in Part IV of this Report. More detailed information regarding the specific plans and specifications associated with the District improvements and Zone improvements are on file in the City Engineer’s Office and by reference are made part of this Report.
Part II – Method of Apportionment: This section includes a discussion of the special and general benefits associated with the improvements to be provided within the District (Benefit Analysis).
This section of the Report also outlines the basis upon which the estimated costs to provide such improvements has been apportioned to each parcel of land therein in proportion to the special benefits to be received. (the method of calculating each property’s proportional special benefit assessment). This method of apportionment is consistent with the previously approved and adopted method of apportionment for the District.
Part III – Estimate of Costs: Identifies the estimated annual funding costs (Budgets) required for the maintenance and operation of the improvements in the District and Zones authorized by the 1972 Act and deemed appropriate to support the improvements, including, but not limited to, annual maintenance and service expenses, utility costs, and related incidental expenses. For fiscal year 2025/2026 annual contract maintenance costs have increased by three percent (3 .4%).
Those improvements and/or costs determined to be of general benefit shall be funded by a City contribution. In addition to the general benefit costs, the City may provide additional funding to support the maintenance and operation of the improvements considered to be of special benefit, but City staff shall make the determination of which improvements, and the extent of the services and activities that shall be provided based on available revenues.
This section also identifies and outlines an Assessment Range Formula (inflationary adjust) previously approved and adopted for t he District assessments that provides for an annual adjustment to the maximum assessment rates, which establishes limits on future assessments, but also provides for reasonable cost adjustments due to inflation.
Part IV – District/Zone Diagrams: This section of the Report contains a series of diagrams showing the boundaries of the District and Zones for Fiscal Year 2025/2026 which incorporate the parcels determined to receive special benefits from the District improvements. These diagrams may also provide a visual depiction of the location of the improvements being maintained. The lines and - 8 -
dimensions of each lot, parcel, and subdivision of land contained in the District and Zone diagrams are inclusive of the parcels listed in “Part V - Assessment Roll” of this Report and the corresponding County Assessor’s Parcel Maps for said parcels as they existed at the time this Report was prepared and shall incorporate all subsequent subdivisions, lot -line adjustments, or parcel changes therein. Reference is hereby made to the Santa Barbara County Assessor’s maps for a detailed description of the lines and dimensions of each lot and parcel of land within the District and Zones.
Part V – Assessment Roll : The assessment amounts to be levied and collected in fiscal year 2025/2026 for each parcel is based on the parcel’s calculated proportional special benefit as outlined in "Part II - Method of Apportionment" and the annual assessment rates established by the estimated budgets in "Part III - Estimate of Costs" of this Report. Due to the number of parcels within the District, the Assessment Roll for fiscal year 2025/2026 has been filed electronically with the City Clerk rather than displayed in this Report and by reference the listing of the Assessor’s Parcel Numbers and t he corresponding assessment amounts are made part of this Report.
Note: If any section, subsection, sentence, clause, phrase, portion, zone, or subzone of this Engineer’s Report is, for any reason, held to be invalid or unconstitutional by the decision o f any court of competent jurisdiction, such decision shall not affect the validity of the remaining provisions of this Engineer’s Report and each section, subsection, subdivision, sentence, clause, phrase, portion, zone, or subzone thereof, irrespective of the fact that any one or more sections, subsections, sentences, clauses, phrases, portions, zones, or subzones might subsequently be declared invalid or unconstitutional.
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PART I – PLANS AND SPECIFICATIONS
The purpose of this District is to provide in part through annual assessments, funding for the installation, operation, and maintenance of landscaping improvements in specified parkways, medians, and roundabouts in the public right -of-way including street trees, and landscaping within specified publi c areas and public facilities including storm water retention basins that control subdivision water runoff, parks, and easements.
As authorized by the 1972 Act, the improvements provided by the District and associated with each Zone therein may incorporate various local landscaping improvements and related amenities that were either installed in direct connection with the development of properties within the District and each respective Zone or were installed for the benefit of those properties resulting fr om property development or potential development of those properties and are considered necessary elements for the development of such properties to their full and best use and these improvements are maintained and serviced for the special benefit of real property within the District and/or Zones. The work to be performed within the District and each respective Zone may include but is not limited to (as applicable), the personnel, materials, equipment, electricity, water, contract services, repair and rehabilitation of the improvements and incidental expenses required to operate the District and provide the improvements and services.
Improvements provided within the District and/or Zone may include but are not limited to landscaping and related facilities an d amenities located within designated street medians, parkway and streetscape side-panels, and entryways within the public right of ways or easements adjacent to public right of ways; and within public places including greenbelt areas, open spaces, and loc al parks within each respective Zone. These improvements may include, but are not limited to:
various landscape materials such as trees, turf, shrubs, vines, ground cover, annual or perineal plantings;
irrigation and drainage systems;
structural amenities such as monuments, specialty or ornamental lighting, block walls, retaining walls, or other fencing associated with the landscape areas; hardscapes including mulch, decomposed granite surfaces, stamped concrete, and pavers; recreational amenities within pa rks or greenbelts that may include benches, play structures, picnic or other recreational facilities, signage, and related appurtenances.
The maintenance of these improvements may include, but is not limited to the regularly scheduled mowing, trimming, pru ning, fertilization, pest control, weed /graffiti abatement, and public safety; installation, removal, replacement and rehabilitation of the landscaping, repair or replacement of irrigation or landscape drainage systems; and repair or replacement of hardscape improvements including sidewalks and recreational amenities. The Recreation and Parks Office - 10 -
shall authorize and schedule such maintenance and servicing as needed and based on available District and/or Zone funding.
Reference is made to the plans and sp ecifications currently on file at the City Engineer's Office relating to the design, recommended materials, and level of maintenance concerning the facilities to be maintained. The plans show plant species, size, and their location. Specifications for the improvements comply with the Standard Specifications of the Public Works Department, the 2019 California Building Code, and the Recreation and Parks Department Landscape and Irrigation Standards. For Fiscal Year 2025/2026 the improvements maintained within the District and for which parcels receive special benefits include but is not limited to the following:
NW LANDSCAPE MAINTENANCE DISTRICT No. DS-9 TOTAL SQFT.
Hidden Pines – easement frontage 400-600 Hidden Pines Way 21,011 Oak Valley – Taylor frontage (does not include school); Rancho Verde, Via Establo to Blosser, North Railroad at the 1900 block between Rancho Verde
97,275
and Taylor
Blosser Medians – 100 North Blosser Road and 1100 West Main Street 2,392 Villas de la Sara – West Morrison and Oakley Avenue 6,340 Riverside Estates – frontage on Preisker Lane and Hidden Pines Way 8,412 Parkside – frontage on Preisker, parking lot, and playground 9,912 Parkside Basin— grassy basin at Portland Drive and Preisker 20,776 100 West Main Street – median 1,944
Railroad Median-Paved median 600
Cook Street Annex & Fire Station 1 9,945
Bradley Channel Multi-Purpose Trail – from Railroad to Preisker Park-all paved 14,000 Sanchez School – area from black rod iron fence to 3 feet east of the sidewalk on Depot 12,120
Blosser/Donovan Median – on Blosser south -paved median 1,610 Southeast corner of Depot and Morrison 1,500
Downtown medians – Broadway Medians from Fesler Street going south to the front of the Library; East and West Cook Street Medians; South Pine Street from Main Street to Cook Street; East Main Street Medians; 100 North McClelland Median; South Miller Medians from main Street to Cook Street
21,022
TCW – mall perimeter, some interior, and Ruffoni parking lot including Heritage Walk 88,352 Total Northwest Landscape Maintenance District No. DS-9 355,715
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Zones of Benefit
In accordance with the 1972 Act, this District utilizes Zones to address variations in the nature, location, and extent of improvements that provide special benefits to specific parcels and developments within the District. Each Zone is associated with specific improvements and/or types of improvements that provide special benefit to properties within that Zone.
For Fiscal Year 2025/2026 the District includes two (2) designated Zones. The boundaries of each Zone are based on the improvements to be maintained and the relationship and proximity of the developments and properties that derive special benefits from those specific improvements. The following is a bri ef description and summary of the improvements associated within each Zone and for which parcels receive special benefits:
Cherry Blossom Special Benefit Zone
Improvements associated with the Cherry Blossom Special Benefit Zone include landscaped medians, landscaped open space, the park site, and specialty lighting associated with the frontages on Railroad and Hidden pines totaling and estimated 51,900 square feet of improvements.
Maintenance costs include labor, equipment, plant materials and supplies, gr affiti removal, renovation, utility costs, public safety, and District administration. The Zone Assessment for fiscal year 2025/2026 will be $ 520.14 per assessor parcel number. This Zone assessment is imposed only upon parcels that receive a special benefit over and above general benefits provided to other parcels located in the District.
The Cherry Blossom Special Benefit parcels are also assessed the Northwest Landscape Maintenance District residential assessment of $ 177.88 per assessment unit as de tailed in Method of Apportionment provided in Part II of this Report.
North Preisker Ranch Special Benefit Zone
Improvements associated with the North Preisker Ranch Special Benefit Zone include landscaped roundabouts, landscaped medians, landscaped open space, the park site, and specialty lighting associated with the frontages on Atlantic, Blosser (both sides), Canal (both sides), Railroad (up to wall), Boxcar and Caboose, path on Eagleton, both roundabouts and all entry medians totaling and estimated 243,867 square feet of improvements.
Maintenance costs include labor, equipment, plant materials and supplies, graffiti removal, renovation, utility costs, public safety, and District administration. The North Preisker Ranch Special Benefit Zone Assessment f or fiscal year 202 5/2026 will be $ 383.82 per assessor parcel - 12 -
number. This Zone assessment is imposed only upon parcels that receive a special benefit over and above general benefits provided to other parcels located in the District.
The North Preisker Ranch Special Benefit parcels have both commercial and residential components. These parcels are also assessed either the Northwest Landscape Maintenance District residential assessment of $177.88 per assessment unit or the commercial assessment of $569.22 per APN or tenant space as detailed in the Method of Apportionment provided in Part II of this Report.
Note: A visual depiction of the general location of the landscape improvement areas for the District and Zone boundaries are provided on the District Diagrams provided in Part IV of this Report.
Part II – Method of Apportionment
Legislative Requirements for Assessments
The estimated costs to provide the proposed improvements for Fiscal Year 2025/2026 have been identified and allocated to properties within the District and the Zones therein based on special benefit, consistent with the requirements of the 1972 Act and the assessment provisions of Proposition 218 (being contained in Article XIII D of the Cali fornia Constitution).
The improvements provided by this District and for which properties are assessed are identified as local landscaping improvements in specified parkways, medians, and roundabouts in the public right-of-way including street trees, and landscaping within specified public areas and public facilities including storm water retention basins, parks, easements, and related amenities. The formulas used for calculating assessments and the designation of Zones herein reflect the composition of parcels within the District and the improvements and activities to be provided and have been designed to fairly apportion the cost of providing the improvements based on a determination of the proportional special benefits to each parcel.
Provisions of the 1972 Act
The 1972 Act permits the establishment of assessment districts by agencies for the purpose of providing certain public improvements, including the acquisition, construction, installation and servicing of landscape improvements and related facilities. The 1972 Act requires that the cost of these improvements be levied according to benefit rather than assessed value:
Section 22573 defines the net amount to be assessed as follows:
“The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefits to be received by each such lot or parcel from the improvements.” - 13 -
Section 22574 provides for zones as follows:
“The diagram and assessment may classify various areas within an assessment district into different zones where, by reason of variations in the nature, location, and extent of the improvements, the various areas will receive differing degrees of benefit from the improvements. A zone shall consist of all territory which will receive substantially the same degree of benefit from the improvements.”
Provisions of the California Constitution
In addition to the provisions of the 1972 Act, the Article XIII D of the California Constitution outlines specific requirements regarding assessments including the following:
Article XIII D Section 2d defines District as follows:
“District means an area determined by an agency to contain all parcels which will receive a special benefit from a proposed public improvement or property-related service”;
Article XIII D Section 2i defines Special Benefit as follows:
“Special benefit” means a particular and distinct benefit over and above general benefits conferred on real property located in the district or to the public at large.
General enhancement of property value does not constitute “special benefit.”Article XIII D Section 4a defines proportional special benefit assessments as follows:
“An agency which proposes to levy an assessment shall identify all parcels which will have a special benefit conferred upon them and upon which an assessment will be imposed. The proportionate special benefit derived by each identified parcel shall be determined in relationship to the entirety of the capital cost of a public improvement, the maintenance and operation expenses of a public improvement, or the cost of the property related service being provided. No assessment shall be imposed on any parcel which exceeds the reasonable cost of the proportional special benefit conferred on that parcel.”
Benefit Analysis
Special Benefits
The ongoing maintenance of landscaped areas within the District as addressed in this Report, provide aesthetic benefits to the properties and a more pleasant environment to walk, drive, live, and/or work. The primary function of these landscape improvements and related amenities is to serve as an aesthetically pleasing enhancement and green space for the benefit of the immediately surrounding properties and developments for which the impr ovements - 14 -
were constructed and installed and/or were facilitated by the development or potential development of properties within the District and each respective Zone. In addition, the District provided landscaping improvements are an integral part of the physical environment associated with the parcels in the District and/or respective Zones and the proportional direct effect that trees, shrubs, and groundcover have on real property within the district including localized wind reduction; erosion control; storm water capture; noise attenuation; visual screening; ultraviolet light and glare reduction; and odor reduction are a direct and particular benefit to the properties in proximity to those improvements.
While some of the improvements may in part be visible to properties outside the District or Zone, collectively if these various improvements are not properly maintained, it is the parcels within the District and/or respective Zone (as may be applicable), that would be aesthetically burdened or environ mentally impacted. Additionally, much of the landscaping within the street right-of-way serve as both a physical buffer as well as a sound reduction buffer between the roadways and the properties in the District and serve as a pleasant aesthetic amenity that enhances the approach to the parcels.
General Benefit
In reviewing the location and extent of the specific landscaped areas and improvements to be funded by District assessments and the proximity and relationship to properties to be assessed it is evident these improvements were primarily installed in connection with the development of properties therein or are improvements that would otherwise be shared by and required for development of properties in the District or Zone. It is also evident that t he maintenance these improvements and the level of maintenance provided has a direct and particular impact (special benefit) only to those properties in proximity to those improvements and such maintenance beyond that which is required to ensure the safety and protection of the general public and property in general, has no direct quantifiable benefit to the public at large or properties outside the District and/or Zones.
In the absence of a special funding District or Zones, the City would typically be obl igated to provide only limited (as needed) tree management, weed abatement, rodent control, and erosion control services for the landscape areas currently maintained within the District. This baseline level of service (general benefit level of service) would most likely provide for periodic servicing of the improvement areas on an as -needed basis to ensure public safety and essential property protection to avoid negative impacts on adjacent roadways an d vehicles traveling on those roadways, and potential property damage resulting from erosion or fire hazards. However, this baseline level of service would clearly result in a far less visually pleasing environment than is created with the enhanced levels of services associated with the regular landscape maintenance provided in the District and funded by the special benefit assessments In addition to the baseline level of service general benefit, it is recognized that there are indirect or incidental general benefits to properties within the District as well as the general public that are associated with - 15 -
regular landscape maintenance services associated with the districtwide improvements, including minimization of dust and debris, and air pollution reduction.
Although these types of benefits might best be characterized as indirect consequences of the special benefit of the landscape maintenance provided to parcels served by the District, for the purposes of this Report we assume these types of benefits to be general benefits, albeit general benefits that are extremely difficult to quantify. Therefore, on behalf of all parcels not assessed by a landscape maintenance district, yet deriving some level of general benefit from the District’s landscaped improvements , the City has historically and will continue to contribute from the general fund a General Benefit Contribution that equals or exceeds the costs attributable to the baseline general benefit costs and indirect/incidental general benefit costs for the distr ictwide shared improvement areas as shown in the Estimate of Costs (Part III of this Report) as the “City General Benefit Contribution”.
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Assessment Methodology
To assess benefits equitably it is necessary to calculate each property’s proportional share of the special benefits conferred by the funded improvements and service. The method utilized to determine assessments is called the “method of apportionment” or form ula of cost spread ("spread formula"). Assessment Units (“AU”), often referred to as the Equivalent Benefit Unit (EBU) method of assessment apportionment is utilized for this District and establishes a basic unit (base value) of benefit and then calculates the benefit derived by each assessed parcel as a multiple (or a fraction) of that basic unit. The AU or EBU method of apportioning special benefits is typically seen as the most appropriate and equitable assessment methodology for districts formed under t he 1972 Act, as the benefit to each parcel from the improvements are apportioned as a function of comparable property characteristics which may include but is not limited to land use and property size.
The method of apportionment originally developed for t his District was based on an assessment spread formula appropriate for the various land uses, identifiable property characteristics and improvements within the District and utilizes an assigned number of comparative dwelling units for residential, non-residential, and undeveloped properties.
The majority of parcels within the District are residential parcels and the improvements are maintained to provide a uniform benefit within the boundaries of the District. Therefore, each dwelling unit, whether an apart ment or single family residence is given a base value of one (1) unit.
Parcels in other land use categories were then evaluated and rated by comparison with the basic unit.
The assignment of unit values is based primarily on the intensity of land use and i ts comparison to the base unit. Two unit values have been assigned: a residential efficiency unit, 500 square feet or less, at 50 percent of the residential unit value and a commercial efficiency unit defined at 1200 square feet per commercial charge.
Land Use Classifications
Every parcel within the District is assigned a land use classification based on available parcel information obtained from the County Assessor’s Office. It has been determined that a parcel use and size are the appropriate factors ne cessary to identify and calculate the proportional special benefits conveyed to each property within the District for the cost of improvements associated with that property. The following are typical site land uses described in Title 12 of the Santa Maria Municipal Code and their proposed Assessment Units. This list includes the majority of parcel uses within the City of Santa Maria and is applied in the calculation of the 2025/2026 fiscal year assessments.
A summary of the applied Equivalent Benefit Units (EBUs) for the various land use classifications within the District is shown in the following table:
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LAND USE ASSESSMENT UNITS
Residential
Single Family Residential
Two Family Residential
Condominium/Townhouse
Apartment Residential
Mobile Home Parks
Efficiency Unit
1 Unit per property
1 Unit per dwelling
1 Unit per dwelling
1 Unit per dwelling
1 Unit per dwelling
.5 Unit per dwelling
Commercial
Small, Single Tenant
Efficiency Unit > 1,200 SF
Vacant > 10,000 SF
Commercial Centers
Major Shopping Centers
1 Unit per property
1 Unit per 1,200 SF
1 Unit per property
4 Units per property
7 Units per property
Trade/Services
Commercial/Professional Office
Vacant > 25,000 SF
Mid-Size Office
Major Office Buildings
Hospital/Large Medical Offices
1 Unit per property
1 Unit per property
4 Units per property
7 Units per property
7 Units per property
Industrial
Small Industrial
Vacant > 50,000 SF
Medium Industrial
Major Industrial
1 Unit per property
1 Unit per property
4 Units per property
7 Units per property
Exempt
Open Space/Common Areas, Public Facilities, Parks,
Redevelopment Agency
0 Units per property
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Part III – Estimate of Costs
The following budgets outline the estimated costs to maintain and service the various landscaping improvements described in this Report for Fiscal Year 2025/2026.
The budgeted expenses outlined in the following pages for the District and the Zones therein reflect the estimated annual expenses required to support and maintain the improvements to be provided for fiscal year 2025/2026. The estimated annual expenses provided in the budgets are considered to be appropriate full -service level costs. These full -service expenses, minus the general benefit expenses (Expenses not assessed and identified as the City’s financial obligation to support the improvements) result in the amount of funding the property owners should reasonably be assessed to fully fund their proportional special benefit from the improvements to be maintained (“Special Benefit Expenses”).
CITY OF SANTA MARIA
NORTHWEST LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. DS-9
ESTIMATED BUDGET
2024/2025 2025/2026
ESTIMATED EXPENDITURES
Utilities $74,850 $74,850
Contract, Supplies, Renovation $155,355 $174,971
Administration $242,126 $242,126
Total Expenditures
$472,331
$491,947
ESTIMATED REVENUES
Special Assessment $353,005 $368,564
City General Benefit Contribution $119,326 $123,383
Total Revenues $472,331 $491,947
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CHERRY BLOSSOM SBZ 2024/2025 2025/2026
ESTIMATED EXPENDITURES
Utilities
$26,697
$26,697
Contract, Supplies, Renovation $33,205 $35,031
Administration $8,510 $8,510
Total Expenditures
$68,412
$71,435
ESTIMATED REVENUES
Special Benefit Assessment $68,412 $71,435
Total Revenues $68,412 $71,435
NORTH PREISKER RANCH SBZ 2024/2025 2025/2026
ESTIMATED EXPENDITURES
Utilities $69,132 $69,132
Contract, Supplies, Renovation $149,946 $161,222
Administration $32,219 $32,219
Total Expenditures
$251,297
$266,019
ESTIMATED REVENUES
Special Benefit Assessment $251,297 $266,019
Total Revenues $251,297 $266,019
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Annual Inflationary Adjustment (Assessment Range Formula) Pursuant to Article XIIID of the California Constitution (Proposition 218), any “new or increased assessments” require certain noticing and balloting requirements. However, Government Code Section 54954.6(a) provides that a “new or increased assessment” does not include “an assessment which does not exceed an assessment formula or range of assessments...previously adopted by the agency or approved by the voters in the area where the as sessment is imposed.” This definition of a new or increased assessment is reaffirmed in the Proposition 218 Omnibus Implementation Act, Government Code Section 53753.5.
As previously adopted and approved by the City Council, each fiscal year the maximum assessment rates established for the improvements in the previous fiscal year for the District and each Zone may be adjusted by the percentage increase of the Local Consumer Price Index (CPI). The Consumer Price Index used for the inflationary adjustment s hall be for the Los Angeles - Riverside-Orange County Area for All Urban Consumers, as developed by U.S. Bureau of Labor Statistics. The CPI used shall be as determined by the Bureau of Labor Statistics for a similar period of time.
Each fiscal year the City shall identify the annual percentage change in the CPI, using the difference over a 12-month period between the current year and of the previous year as of January of each succeeding year. This percentage difference shall then establish the range of inc rease to the maximum assessment rates allowed. If the percentage change in the CPI is negative, the maximum assessment rates shall not be adjusted from the previous fiscal year (unchanged). Should the Bureau of Labor Statistics revise such index or discont inue the preparation of such index, the City may use the revised index or comparable system as approved by the City Council for determining fluctuations in the cost of living.
The percentage change in CPI from December 202 3 to December 2024 as reported by the U.S. Bureau of Labor Statistics was 3.4 percent. Therefore, the maximum assessment rates for fiscal year 2025/2026 will be increased by 3.4 percent over the maximum assessment rates for fiscal year 2024/2025. - 21 -
Part IV – District/Zone Diagrams
The following section contains a series of diagrams showing the boundaries of Santa Maria Landscape Maintenance Assessment District No. DS-9 and the Zones therein for Fiscal Year 2025/2026. In addition to depicting the boundaries of the Zones, the diagrams also provide a visual depiction of the general location of the improvement areas being funded and maintained within the Distr ict and Zones. All parcels that will receive a special benefit from the improvements provided within the District and each respective Zone consist of the lots, parcels and subdivisions of land within the boundaries of the District and/or Zones as depicted by these diagrams and the lines and dimensions of those lots, parcels and subdivisions of land shall be those lines and dim ensions shown on the Santa Barbara County Assessor’s parcel maps for the current fiscal year and by reference the Santa Barbara County Assessor’s parcel maps are incorporated herein and made part of this Report. These diagrams along with the Assessment Roll incorporated in Part V of this Report constitute the District Assessment Diagram for Fiscal Year 2025/2026.
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District Boundary Diagram
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District Improvement Diagram (Northern Section)
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District Improvement Diagram (Southern Section)
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Cherry Blossom Special Benefit Zone
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North Preisker Ranch Special Benefit Zone
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Part V - Assessment Rolls
Due to the number of parcels in the District, the Assessment Roll for fiscal year 202 5/2026 (a listing of the parcels to be assessed within this District along with the assessment amounts) has been filed with the City Clerk in an electronic format and is, by reference, made part of this Report. The proposed Assessment Roll shall be available for public inspection in the City Clerk’s Office during normal office hours.
The Assessment Roll identified the parcels within the District that are assessed for special benefits and their corresponding assessment amount(s) for fiscal year 202 5/2026. Each par cel listed on the Assessment Roll is currently shown and illustrated on the County Assessor's Roll and the County Assessor’s Parcel Number Maps (APN maps). These records are, by reference, made part of this Report and shall govern for all details concerning the description of the lots or parcels. All assessments presented on the assessment roll are subject to change as a result of parcel changes made by the County including parcel splits, parcel merges or development changes that occur prior to the County A ssessor's Office securing the final roll and generating tax bills for fiscal year 2025/2026.
EXHIBIT B
Annual Engineer’s Report
Fiscal Year 2025/2026
Northeast Landscape Maintenance Assessment District No.
DS-10
Incorporating Special Benefit Zones:
Rivergate Roemer
Suey and Donovan
Donovan Estates
La Ventana
Intent Meeting: May 6, 2025
Public Hearing: June 3, 2025
City of Santa Maria
110 E. Cook Street
Santa Maria, CA 93454
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ENGINEER'S REPORT AFFIDAVIT
This Report and the enclosed descriptions, budgets and diagram outline the proposed improvements and assessments for Landscape Maintenance Assessment District No. DS-10 in the City of Santa Maria for Fiscal Year 2025/2026, which includes each lot, parcel, and subdivision of land within said District, as the same existed at the time of the passage of the Resolution of Intention. Reference is hereby made to the Santa Barbara County Assessor’s maps for a detailed description of the lines and d imensions of parcels within the District. The undersigned respectfully submits the enclosed Report as directed by the City Council.
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Table of Contents
INTRODUCTION ................................ ................................ ................................ . - 5 - Report Content and Annual Proceedings ................................ ....................... - 5 - PART I – PLANS AND SPECIFICATIONS ................................ ............................... - 9 - Zones of Benefit ................................ ................................ ........................... - 11 - Part II – Method of Apportionment ................................ ................................ - 14 - Benefit Analysis ................................ ................................ ............................ - 15 - Assessment Methodology ................................ ................................ ............ - 17 - Part III – Estimate of Costs ................................ ................................ .............. - 19 - Annual Inflationary Adjustment (Assessment Range Formula) ................... - 22 - Part IV – District/Zone Diagrams................................ ................................ ..... - 23 - District Boundary Diagram ................................ ................................ ........... - 24 - District Improvement Diagram (Northern Section) ................................ ..... - 25 - District Improvement Diagram (Southern Section) ................................ ..... - 26 - Suey and Donovan Special Benefit Zone ................................ ...................... - 27 - Rivergate Roemer Special Benefit Zone ................................ ....................... - 28 - Donovan Estates Special Benefit Zone ................................ ......................... - 29 - La Ventana Special Benefit Zone ................................ ................................ .. - 30 - Part V - Assessment Rolls ................................ ................................ ................ - 31 -
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INTRODUCTION
The City of Santa Maria (“City”), under the provisions of the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code (“1972 Act”) and in accordance with the provisions of the California State Constitution, Article XIIID (“California Constitution”) annually levies and collects special assessments for the City’s maintenance assessment district designated as Northeast Landscape Maintenance Assessment District No. DS -10 (hereafter referred to as “District”) to fund in whole or in part the maintenance and operation of landscaping improvements that provide special benefits to properties within the District.
The City Council on May 2 , 198 9, established the formation of the Northeast Landscape Maintenance District No. DS -10 for the purpose of financing the continued maintenance of the landscaping within the northeast quadrant of the City.
In accordance with the 1972 Act, the District also utilizes special benefit zones (“Zones”) to address variations in the nature, location, and extent of the improvements that provide special benefits to specific parcels and developments within the District. Within the boundaries of the District, some parcels may be assigned to a special benefit zone, each of which is associated with specific improvements that provide special benefit to properties within that Zone that are in addition to the improvements proportionally shared by properties throughout the District.
For Fiscal Year 2025/2026 in addition to the shared District improvements and assessments, parcels within the following Zones may be assessed for local improvements specific to the parcels and developments within each respective Zone:
Suey and Donovan Special Benefit Zone,
Rivergate Roemer Special Benefit Zone,
Donovan Estates Special Benefit Zone,
La Ventana Special Benefit Zone
Report Content and Annual Proceedings
This Engineer’s Annual Report (the “Report”) has been prepared pursuant to Chapter 1, Article 4 and Chapter 3 of the 1972 Act, and presented to the City Council for their consideration and approval of the proposed improvements and services to be provided within the District and the levy and collection of annual assessments related thereto for Fiscal Year 2025/2026. This Report outlines the District improvements, the special benefit zones, the method of apportionment, and proposed assessments to be levied in connection with the special benefits the properties will receive fro m the maintenance and servicing of the District improvements for Fiscal Year 2025/2026. The annual assessments to be levied on properties within the District provide a source of funding to fund in whole or in part, the continued operation and maintenance o f the - 6 -
landscaping improvements and services to be provided by the District for the properties within the District and specified Zones for which the properties receive special benefits.
Each fiscal year, the City establishes the District’s assessments based on an estimate of the costs to maintain, operate and service the authorized District improvements and based upon available revenues including assessment revenues, fund balances, general benefit contributions and any additional City contributions from avai lable sources. The costs of the improvements and the proposed annual assessments budgeted and assessed against properties within the District may include, but are not limited to the estimated expenditures for regular annual maintenance and repairs; inciden tal expenditures related to the operation and administration of the District; deficits or surpluses from prior years; revenues from other sources; and the collection of funds for operational reserves and/or periodic repairs, replacements and rehabilitation projects as authorized by the 1972 Act. The net annual cost to provide the improvements within the District plus each benefit Zone (if applicable) are allocated to the benefiting properties within the District and respective Zones as applicable, using a w eighted method of apportionment (refer to Assessment Methodology in Section II, Method of Apportionment) that calculates the proportional special benefit and assessment for each parcel as compared to other properties that benefit from the District improvem ents and services. Thus, each parcel is assessed proportionately for only those improvements, services, and expenses for which the parcel will receive special benefit.
The word “parcel,” for the purposes of this Report, refers to an individual property ass igned its own Assessor’s Parcel Number (“APN”) by the Santa Barbara County Assessor’s Office. The Santa Barbara County Auditor/Controller uses Assessor’s Parcel Numbers and specific Fund Numbers to identify properties to be assessed on the tax roll for the District assessments.
At a noticed annual Public Hearing, the City Council will accept all public comments and written protests regarding the District and the annual levy of assessments. Based on those public comments and written protests, the City Council may order amendments to the Report or confirm the Report as submitted. Following final approval of the Report and confirmation of the assessments, the City Council will by Resolution, order the improvements to be made and confirm the levy and collection of assessments for Fiscal Year 2025/2026 pursuant to the 1972 Act. The assessments as approved will be submitted to the Santa Barbara County Auditor/Controller to be included on the property tax roll for each parcel.
As required by the 1972 Act, this Engineer’s Report describes the improvements to be provided, maintained, and serviced by the District, an estimated budget for the District improvements, and the proposed assessments to be levied upon each assessable lot or parcel within the District for fiscal year 2025/2026.
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Part I – Plans and Specifications: This section contains a general description of the District, special benefit zones (“Zones”), and the improvements and services that provide special benefits to the parcels within the District. The improvements, appurtenant facilities, and services that provide special benefits to the properties within the District and for which parcels are assessed may include, but not limited to the installation and maintenance of landscaping improvements within the public right-of-way of streets within the District, retention basins, parks, public facilities and related amenities as well as associated operational and incidental expenses, and the collection of fund balances authorized by the 1972 Act. The plans and specifications contained in this Report generally describe the nature and extent of the improvements. In conjunction with these general descriptions, a visual depiction of the improvements may be provided in the District Diagrams contained in Part IV of this Report. More detailed information regarding the specific plans and specifications associated with the District improvements and Zone improvements are on file in the City Engineer’s Office and by reference are made part of this Report.
Part II – Method of Apportionment: This section includes a discussion of the special and general benefits associated with the improvements to be provided within the District (Benefit Analysis).
This section of the Report also outlines the basis upon which the estimated costs to provide such improvements has been apportioned to each parcel of land therein in proportion to the special benefits to be received. (the method of calculating each property’s proportional special benefit assessment). This method of apportionment is consistent with the previously approved and adopted method of apportionment for the District.
Part III – Estimate of Costs: Identifies the estimated annual funding costs (Budgets) required for the maintenance and operation of the improvements in the District and Zones authorized by the 1972 Act and deemed appropriate to support the improvements, including, but not limited to, annual maintenance and service expenses, utility costs, and related incidental expenses. For fiscal year 2025/2026 annual contract maintenance costs have increased by three percent (3 .4%).
Those improvements and/or costs determined to be of general benefit shall be funded by a City contribution. In addition to the general benefit costs, the City may provide additional funding to support the maintenance and operation of the improvements considered to be of special benefit, but City staff shall make the determination of which improvements, and the extent of the services and activities that shall be provided based on available revenues.
This section also identifies and outlines an Assessment Range Formula (inflationary adjust) previously approved and adopted for t he District assessments that provides for an annual adjustment to the maximum assessment rates, which establishes limits on future assessments, but also provides for reasonable cost adjustments due to inflation.
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Part IV – District/Zone Diagrams: This section of the Report contains a series of diagrams showing the boundaries of the District and Zones for Fiscal Year 2025/2026 which incorporate the parcels determined to receive special benefits from the District improvements. These diagrams may also provide a visual depiction of the location of the improvements being maintained. The lines and dimensions of each lot, parcel, and subdivision of land contained in the District and Zone diagrams are inclusive of the parcels listed in “Part V - Assessment Roll” of this Report and the corresponding County Assessor’s Parcel Maps for said parcels as they existed at the time this Report was prepared and shall incorporate all subsequent subdivisions, lot -line adjustments, or parcel changes therein. Reference is hereby made to the Santa Barbara County Assessor’s maps for a detailed description of the lines and dimensions of each lot and parcel of land within the District and Zones.
Part V – Assessment Roll : The assessment amounts to be levied and collected in fiscal year 2025/2026 for each parcel is based on the parcel’s calculated proportional special benefit as outlined in "Part II - Method of Apportionment" and the annual assessment rates established by the estimated budgets in "Part III - Estimate of Costs" of this Report. Due to the number of parcels within the District, the Assessment Roll for fiscal year 2025/2026 has been filed electronically with the City Clerk rather than displayed in this Report and by reference the listing of the Assessor’s Parcel Numbers and t he corresponding assessment amounts are made part of this Report.
Note: If any section, subsection, sentence, clause, phrase, portion, zone, or subzone of this Engineer’s Report is, for any reason, held to be invalid or unconstitutional by the decision of any court of competent jurisdiction, such decision shall not affect the validity of the remaining provisions of this Engineer’s Report and each section, subsection, subdivision, sentence, clause, phrase, portion, zone, or subzone thereof, irrespective o f the fact that any one or more sections, subsections, sentences, clauses, phrases, portions, zones, or subzones might subsequently be declared invalid or unconstitutional.
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PART I – PLANS AND SPECIFICATIONS
The purpose of this District is to provide in part through annual assessments, funding for the installation, operation, and maintenance of landscaping improvements in specified parkways, medians, and roundabouts in the public right -of-way including street trees, and landscaping within specified pub lic areas and public facilities including storm water retention basins that control subdivision water runoff, parks, and easements.
As authorized by the 1972 Act, the improvements provided by the District and associated with each Zone therein may incorpora te various local landscaping improvements and related amenities that were either installed in direct connection with the development of properties within the District and each respective Zone or were installed for the benefit of those properties resulting from property development or potential development of those properties and are considered necessary elements for the development of such properties to their full and best use and these improvements are maintained and serviced for the special benefit of rea l property within the District and/or Zones. The work to be performed within the District and each respective Zone may include but is not limited to (as applicable), the personnel, materials, equipment, electricity, water, contract services, repair and rehabilitation of the improvements and incidental expenses required to operate the District and provide the improvements and services.
Improvements provided within the District and/or Zone may include but are not limited to landscaping and related facilities and amenities located within designated street medians, parkway and streetscape side-panels, and entryways within the public right of ways or easements adjacent to public right of ways; and within public places including greenbelt areas, open spaces, and l ocal parks within each respective Zone. These improvements may include, but are not limited to:
various landscape materials such as trees, turf, shrubs, vines, ground cover, annual or perineal plantings;
irrigation and drainage systems;
structural amenities such as monuments, specialty or ornamental lighting, block walls, retaining walls, or other fencing associated with the landscape areas; hardscapes including mulch, decomposed granite surfaces, stamped concrete, and pavers; recreational amenities within parks or greenbelts that may include benches, play structures, picnic or other recreational facilities, signage, and related appurtenances.
The maintenance of these improvements may include, but is not limited to the regularly scheduled mowing, trimming, p runing, fertilization, pest control, weed /graffiti abatement, and Public Safety; installation, removal, replacement and rehabilitation of the landscaping, repair or replacement of irrigation or landscape drainage systems; and repair or replacement of hardscape improvements including sidewalks and recreational amenities. The Recreation and Parks Office - 10 -
shall authorize and schedule such maintenance and servicing as needed and based on available District and/or Zone funding.
Reference is made to the plans and specifications currently on file at the City Engineer's Office relating to the design, recommended materials, and level of maintenance concerning the facilities to be maintained. The plans show plant species, size, and their location. Specifications for th e improvements comply with the Standard Specifications of the Public Works Department, the 2019 California Building Code, and the Recreation and Parks Department Landscape and Irrigation Standards. For Fiscal Year 2025/2026 the improvements maintained with in the District and for which parcels receive special benefits include but is not limited to the following:
NE LANDSCAPE MAINTENANCE DISTRICT No. DS-10 TOTAL SQFT.
Emerald Park – Shrubs on College near Donovan 8,893
Emerald Basin – Grassy basin on College near Donovan 11,547 Donovan Medians 9,504
Riverside Terrace – 1800 block of Bayview Drive, open space on Seaward and around Basin on Kathryn 134,777
Riverside Basin – Grassy basin on Kathryn 24,686
Shields/Cochiolo – 1600 block Suey Road - frontage on Suey and Donovan, frontage on Antone and Floyd Court 61,476
Suey Basin – Grassy basin on Suey near Antone 14,774
Sierra Vista – frontage on Panther and Centennial, basin at the corner of Panther and Centennial and the breezeway off Mammoth 40,000
Rowland Estates – Shrubs and playground. 12,332
Rowland Basin – includes weedy basin 4,656
Canyon Homes – 1400 East Donovan Road entrance 3,764
Olive Garden – 1200 South Bradley median 2,900
Hancock College – 800 South Bradley median 3,064
Bradley Easement – south of Main Street to Jones Street 14,718 Transit Center 70,993
Hancock Terrace Bike Path-Miller to College 30,000
800 E Jones median-Paved island 462
Pepper Tree Medians – north of Donovan Road on Broadway 3,456 Stowell Road Easement – east of Miller Street 13,492
Alvin Overpass 59,513
North Bradley Ivy – Fesler Junior High easement area 15,493 Donovan/Miller Median 10,310
Via Rubio – Jewel Street only 4,836
Donovan Overpass 67,751
Pepperwood Median 1,819
East Main Street & 101-weedy shoulders 7,301
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Bradley at Elks 22,310
Downtown medians – Broadway Medians from Fesler Street going south to the front of the Library; East and West Cook Street Medians; South Pine Street from Main Street to Cook Street; East Main Street Medians; 100 North McClelland Median; South Miller Medians from Main Street to Cook Street
21,022
TCE - mall perimeter includes bus turnout, theater, Macy's parking lot and pocket park at Main & Broadway 186,393
Fire Station # 5 32,997
Total Northeast Landscape Maintenance District No. DS-10 895,239
Zones of Benefit
In accordance with the 1972 Act, this District utilizes Zones to address variations in the nature, location, and extent of improvements that provide special benefits to specific parcels and developments within the District. Each Zone is associated with specific improvements and/or types of improvements that provide special benefit to properties within that Zone.
For Fiscal Year 2025/2026 the District includes four (4) designated Zones. The boundaries of each Zone are based on the improvements to be maintained and the relationship and proximity of the developments and properties that derive special benefits from those specific improvements. The following is a brief description and summary of the improvements associated within each Zone and for which parcels receive special benefits:
Suey and Donovan Special Benefit Zone
Improvements associated with the Suey and Donovan Special Benefit Zone include the landscaped medians on Donavan between Suey and Suey Crossing totaling an estimated 33,725 square feet of which 40 percent is hardscape (13,490 square feet) and 60 percent is irrigated turf, trees, and shrubs (20,235 square feet).
Maintenance costs include labor, equipment, plant materi als and supplies, renovation, utility costs, and District administration. The Suey and Donovan Special Benefit Zone Assessment for fiscal year 2025/2026 will be $2 96.14 per dwelling unit. This Zone assessment is imposed only upon parcels that receive a special benefit over and above general benefits provided to other parcels located in the District.
The Suey and Donovan Special Benefit parcels are also assessed the North east Landscape Maintenance District residential assessment of $ 306.50 per assessment unit or the commercial assessment of $7 58.23 per APN or tenant space as detailed in Method of Apportionment provided in Part II of this Report.
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Rivergate Roemer Special Benefit Zone
The developments in the Rivergate Roemer Special Benefit Zone include College Estates I and II, Princess Estates I, II and III, and River Oaks North. Improvements for the Rivergate Roemer Special Benefit Zone include the landscaped medians, la ndscaped open space, the park site/basin, and specialty lighting associated with the medians and frontage easements of River Oaks North, College Estates, and Princess Estates including Seaward, Paden, Carlotti, Borges, the Bradley Channel, and the walled area behind the homes on Mariah totaling an estimated 163,936 square feet of improvement area.
Maintenance costs include labor, equipment, plant materials and supplies, graffiti removal, renovation, utility costs, public safety, and District administration. The Rivergate Roemer Special Benefit Zone Assessment will be $ 268.71 per parcel for fiscal year 2025/2026. This Zone assessment is imposed only upon parcels that receive a special benefit over and above general benefits provided to other parcels located in the District.
The Rivergate Roemer Special Benefit parcels are also assessed the Northeast Landscape Maintenance District residential assessment of $ 306.50 per assessment unit or the commercial assessment of $ 758.23 per APN or tenant space as detailed in Method of Apportionment provided in Part II of this Report.
Donovan Estates Special Benefit Zone
The improvements that are associated with the Donovan Estates Special Benefit Zone include the public easement areas along Donovan Road frontage (25,586 square feet), the park site and retardation basin (11,652 square feet) collectively totaling an estimated 37,238 square feet of improvements that includes the maintenance of the tot lot, street trees, public safety, and anti- graffiti measures as necessary.
Maintenance costs include labor, equipment, plant materials and supplies, graffiti removal, renovation, utility costs, public safety, and District administration. The Donovan Estates Special Benefit Zone Assessment will be $337.57 per parcel for fiscal year 2025/2026. This Zone assessment is imposed only upon parcels that receive a special benefit over and above general benefits provided to other parcels located in the District.
The Donovan Estates Special Benefit Zone parcels are also assessed the Northeast Landscape Maintenance District residential assessment of $306.50 per assessment unit as detailed in Method of Apportionment provided in Part II of this Report.
La Ventana Special Benefit Zone
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The developments in this zone include La Ventana and Legacy. The improvements that are associated with La Ventana Special Benefit Zone include the public easement frontage areas along Main Street and Panther Drive to Willingham, Dressler, interior street enhancements and shrub portion of basin (106,042 square feet) and the weedy portion of the retention basin (45,112 square feet) collectively totaling an estimated 151,154 square feet of improvements that includes the maintenance of specialty lighting, street trees, public safety, and anti-graffiti measures as necessary.
Maintenance costs include labor, equipment, plant materials and supplies, graffiti removal, renovation, utility costs, public safety, and District administration. The La Ventana Special Benefit Zone Assessment for fiscal year 2025/2026 will be $476.99 per assessor parcel number.
This Zone assessment is imposed only upon parcels that receive a special benefit over and above general benefits provided to other parcels located in the District.
The La Ventana Special Benefit Zone parcels are also assessed the Northeast Landscape Maintenance District residential assessment of $306.50 per assessment unit or tenant space as detailed in Method of Apportionment provided in Part II of this Report.
Note: A visual depiction of the general location of the landscape improvement areas for the District and Zone boundaries are provided on the District Diagrams provided in Part IV of this Report.
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Part II – Method of Apportionment
Legislative Requirements for Assessments
The estimated costs to provide the proposed improvements for Fiscal Year 2025/2026 have been identified and allocated to properties within the District and the Zones therein based on special benefit, consistent with the requirements of the 1972 Act and the assessment provisions of Proposition 218 (being contained in Article XIII D of the Cali fornia Constitution).
The improvements provided by this District and for which properties are assessed are identified as local landscaping improvements in specified parkways, medians, and roundabouts in the public right-of-way including street trees, and landscaping within specified public areas and public facilities including storm water retention basins, parks, easements, and related amenities. The formulas used for calculating assessments and the designation of Zones herein reflect the composition of parcels within the District and the improvements and activities to be provided and have been designed to fairly apportion the cost of providing the improvements based on a determination of the proportional special benefits to each parcel.
Provisions of the 1972 Act
The 1972 Act permits the establishment of assessment districts by agencies for the purpose of providing certain public improvements, including the acquisition, construction, installation and servicing of landscape improvements and related facilities. The 1972 Act requires that the cost of these improvements be levied according to benefit rather than assessed value:
Section 22573 defines the net amount to be assessed as follows:
“The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefits to be received by each such lot or parcel from the improvements.”
Section 22574 provides for zones as follows:
“The diagram and assessment may classify various areas within an assessment district into different zones where, by reason of variations in the nature, location, and extent of the improvements, the various areas will receive differing degrees of benefit from the improvements. A zone shall consist of all territory which will receive substantially the same degree of benefit from the improvements.”
Provisions of the California Constitution
In addition to the provisions of the 1972 Act, the Article XIII D of the California Constitution outlines specific requirements regarding assessments including the following:
Article XIII D Section 2d defines District as follows:
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“District means an area determined by an agency to contain all parcels which will receive a special benefit from a proposed public improvement or property-related service”;
Article XIII D Section 2i defines Special Benefit as follows:
“Special benefit” means a particular and distinct benefit over and above general benefits conferred on real property located in the district or to the public at large.
General enhancement of property value does not constitute “special benefit.”Article XIII D Section 4a defines proportional special benefit assessments as follows:
“An agency which proposes to levy an assessment shall identify all parcels which will have a special benefit conferred upon them and upon which an assessment will be imposed. The proportionate special benefit derived by each identified parcel shall be determined in relationship to the entirety of the capital cost of a public improvement, the maintenance and operation expenses of a public improvement, or the cost of the property related service being provided. No assessment shall be imposed on any parcel which exceeds the reasonable cost of the proportional special benefit conferred on that parcel.”
Benefit Analysis
Special Benefits
The ongoing maintenance of landscaped areas within the District as addressed in this Report, provide aesthetic benefits to the properties and a more pleasant environment to walk, drive, live, and/or work. The primary function of these landscape improvements and related amenities is to serve as an aesthetically pleasing enhancement and green space for the benefit of the immediately surrounding properties and developments for which the improvements were constructed and installed and/or were facilitated by the development or potential development of properties within the District and each respective Zone. In addition, the District provided landscaping improvements are an integral part of the physical environment associated with the parcels in the District and/or respective Zones and the proportional direct effect that trees, shrubs, and groundcover have on real property within the district including localized wind reduction; erosion control; storm water capture; noise attenuation; visual screening; ultraviolet light and glare reduction; and odor reduction are a direct and particular benefit to the properties in proximity to those improvements.
While some of the improvements may in part be visible to properties outside the District or Zone, collectively if these various improvements are not properly maintained, it is the parcels within the District and/or respective Zone (as may be applicable), that would be aesthetically burdened or environmentally impacted. Additionally, much of the landscaping within the street right-of-way serve as both a physical buffer as well as a sound reduction buffer between the roadways and the properties in the District and serve as a pleasant aesthetic amenity that - 16 -
enhances the approach to the parcels.
General Benefit
In reviewing the location and extent of the specific landscaped areas and improvements to be funded by District assessments and the proximity and relationship to properties to be assessed it is evident these improvements were primarily installed in connection with the development of properties therein or are improvements that would otherwise be shared by and required for development of properties in the District or Zone. It is also evident that the maintenance these improvements and the level of maintenance provided has a direct and particular impact (special benefit) only to those properties in proximity to those improvements and such maintenance beyond that which is required to ensure the safety and protection of the general public and property in general, has no direct quantifiable benefit to the public at large or properties outside the District and/or Zones.
In the absence of a special funding District or Zones, the City would typically be obligated to provide only limited (as needed) tree management, weed abatement, rodent control, and erosion control services for the landscape areas currently maintained within the District. This baseline level of service (general benefit level of service) would most likely provide for periodic servicing of the improvement areas on an as -needed basis to ensure public safety and essential property protection to avoid negative impacts on adjacent roadways and vehicles traveling on those roadways, and potential property damage resulting from erosion or fire hazards. However, this baseline level of service would clearly result in a far less visually pleasin g environment than is created with the enhanced levels of services associated with the regular landscape maintenance provided in the District and funded by the special benefit assessments In addition to the baseline level of service general benefit, it is recognized that there are indirect or incidental general benefits to properties within the District as well as the general public that are associated with regular landscape maintenance services associated with the districtwide improvements, including minimization of dust and debris, and air pollution reduction.
Although these types of benefits might best be characterized as indirect consequences of the special benefit of the landscape maintenance provided to parcels served by the District, for the purposes of this Report we assume these types of benefits to be general benefits, albeit general benefits that are extremely difficult to quantify. Therefore, on behalf of all parcels not assessed by a landscape maintenance district, yet deriving some level of general benefit from the District’s landscaped improvements, the City has historically and will continue to contribute from the general fund a General Benefit Contribution that equals or exceeds the costs attributable to the baseline general benefit costs and indirect/incidental general benefit costs for the districtwide shared improvement areas as shown in the Estimate of Costs (Part III of this Report) as the “City General Benefit Contribution”.
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Assessment Methodology
To assess benefits equitably it is necessary to calculate each property’s proportional share of the special benefits conferred by the funded improvements and service. The method utilized to determine assessments is called the “method of apportionment” or formula of cost spread ("spread formula"). Assessment Units (“AU”), often referred to as the Equivalent Benefit Unit (EBU) method of assessment apportionment is utilized fo r this District and establishes a basic unit (base value) of benefit and then calculates the benefit derived by each assessed parcel as a multiple (or a fraction) of that basic unit. The AU or EBU method of apportioning special benefits is typically seen as the most appropriate and equitable assessment methodology for districts formed under the 1972 Act, as the benefit to each parcel from the improvements are apportioned as a function of comparable property characteristics which may include but is not limited to land use and property size.
The method of apportionment originally developed for this District was based on an assessment spread formula appropriate for the various land uses, identifiable property characteristics and improvements within the District and utilizes an assigned number of comparative dwelling units for residential, non-residential, and undeveloped properties.
The majority of parcels within the District are residential parcels and the improvements are maintained to provide a uniform benefi t within the boundaries of the District. Therefore, each dwelling unit, whether an apartment or single family residence is given a base value of one (1) unit.
Parcels in other land use categories were then evaluated and rated by comparison with the basic unit.
The assignment of unit values is based primarily on the intensity of land use and its comparison to the base unit. Two unit values have been assigned: a residential efficiency unit, 500 square feet or less, at 50 percent of the residential unit value and a commercial efficiency unit defined at 1200 square feet per commercial charge.
Land Use Classifications
Every parcel within the District is assigned a land use classification based on available parcel information obtained from the County Assessor’s Office. It has been determined that a parcel use and size are the appropriate factors necessary to identify and calculate the proportional special benefits conveyed to each property within the District for the cost of improvements associated with that property. The following are typical site land uses described in Title 12 of the Santa Maria Municipal Code and their proposed Assessment Units. This list includes the majority of parcel uses within the City of Santa Maria and is applied in the calculation of the 2025/2026 fiscal year assessments.
A summary of the applied Equivalent Benefit Units (EBUs) for the various land use classifications within the District is shown in the following table:
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LAND USE ASSESSMENT UNITS
Residential
Single Family Residential
Two Family Residential
Condominium/Townhouse
Apartment Residential
Mobile Home Parks
Efficiency Unit
1 Unit per property
1 Unit per dwelling
1 Unit per dwelling
1 Unit per dwelling
1 Unit per dwelling
.5 Unit per dwelling
Commercial
Small, Single Tenant
Efficiency Unit > 1,200 SF
Vacant > 10,000 SF
Commercial Centers
Major Shopping Centers
1 Unit per property
1 Unit per 1,200 SF
1 Unit per property
4 Units per property
7 Units per property
Trade/Services
Commercial/Professional Office
Vacant > 25,000 SF
Mid-Size Office
Major Office Buildings
Hospital/Large Medical Offices
1 Unit per property
1 Unit per property
4 Units per property
7 Units per property
7 Units per property
Industrial
Small Industrial
Vacant > 50,000 SF
Medium Industrial
Major Industrial
1 Unit per property
1 Unit per property
4 Units per property
7 Units per property
Exempt
Open Space/Common Areas, Public Facilities, Parks,
Redevelopment Agency
0 Units per property
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Part III – Estimate of Costs
The following budgets outline the estimated costs to maintain and service the various landscaping improvements described in this Report for Fiscal Year 2025/2026.
The budgeted expenses outlined in the following pages for the District and the Zones therein reflect the estimated annual expenses required to support and maintain the improvements to be provided for fiscal year 2025/2026. The estimated annual expenses provided in the budgets are considered to be appropriate full -service level costs. These full -service expenses, minus the general benefit expenses (Expenses not assessed and identified as the City’s financial obligation to support the improvements) result in the amount of funding the property owners should reasonably be assessed to fully fund their proportional special benefit from the improvements to be maintained (“Special Benefit Expenses”).
CITY OF SANTA MARIA
NORTHEAST LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. DS-10
ESTIMATED BUDGET
2024/2025 2025/2026
ESTIMATED EXPENDITURES
Utilities $113,817 $113,817
Contract, Supplies, Renovation $340,440 $367,026
Administration $291,622 $291,622
Total Expenditures $745,879 $772,465
ESTIMATED REVENUES
Special Assessment $540,952 $560,570
City General Benefit Contribution $204,927 $211,895
Total Revenues $745,879 $772,465
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SUEY AND DONOVAN SBZ 2024/2025 2025/2026
ESTIMATED EXPENDITURES
Utilities $0 $0
Contract, Supplies, Renovation $6,529 $6,844
Administration $2,764 $2,764
Total Expenditures $9,293 $9,609
ESTIMATED REVENUES
Special Benefit Assessment $9,293 $9,609
Total Revenues $9,293 $9,609
RIVERGATE ROEMER SBZ 2024/2025 2025/2026
ESTIMATED EXPENDITURES
Utilities $29,844 $29,844
Contract, Supplies, Renovation $68,150 $72,621
Administration $16,608 $16,608
Total Expenditures $114,602 $119,073
ESTIMATED REVENUES
Special Benefit Assessment $114,602 $119,073
Total Revenues $114,602 $119,073
DONOVAN ESTATES SBZ 2024/2025 2025/2026
ESTIMATED EXPENDITURES
Utilities $263 $263
Contract, Supplies, Renovation $15,294 $17,202
Administration $2,725 $2,725
Total Expenditures $18,282 $20,190
ESTIMATED REVENUES
Special Benefit Assessment $18,282 $20,190
Total Revenues $18,282 $20,190
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LA VENTANA SBZ 2024/2025 2025/2026
ESTIMATED EXPENDITURES
Utilities $11,277 $11,277
Contract, Supplies, Renovation $81,686 $85,388
Administration $15,906 $15,906
Total Expenditures $108,869 $112,571
ESTIMATED REVENUES
Special Benefit Assessment $108,869 $112,571
Total Revenues $108,869 $112,571
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Annual Inflationary Adjustment (Assessment Range Formula) Pursuant to Article XIIID of the California Constitution (Proposition 218), any “new or increased assessments” require certain noticing and balloting requirements. However, Government Code Section 54954.6(a) provides that a “new or increased assessment” does not include “an assessment which does not exceed an assessment formula or range of assessments...previously adopted by the agency or approved by the voters in the area where the assessment is imposed.” This definition of a new or increased assessment is reaffirmed in the Proposi tion 218 Omnibus Implementation Act, Government Code Section 53753.5.
As previously adopted and approved by the City Council, each fiscal year the maximum assessment rates established for the improvements in the previous fiscal year for the District and each Zone may be adjusted by the percentage increase of the Local Consumer Price Index (CPI). The Consumer Price Index used for the inflationary adjustment shall be for the Los Angeles - Riverside-Orange County Area for All Urban Consumers, as developed by U.S. Bureau of Labor Statistics. The CPI used shall be as determined by the Bureau of Labor Statistics for a similar period of time.
Each fiscal year the City shall identify the annual percentage change in the CPI, using the difference over a 12-month period between the current year and of the previous year as of January of each succeeding year. This percentage difference shall then establish the range of increase to the maximum assessment rates allowed. If the percentage change in the CPI is negative, the maximum assessment rates shall not be adjusted from the previous fiscal year (unchanged). Should the Bureau of Labor Statistics revise such index or discontinue the preparation of such index, the City may use the revised index or comparable system as approved by the City Council for determining fluctuations in the cost of living.
The percentage change in CPI from December 202 3 to December 2024 as reported by the U.S. Bureau of Labor Statistics was 3.4 percent. Therefore, the maximum assessment rates for fiscal year 2025/2026 will be increased by 3.4 percent over the maximum assessment rates for fiscal year 2024/2025. - 23 -
Part IV – District/Zone Diagrams
The following section contains a series of diagrams showing t he boundaries of Santa Maria Landscape Maintenance Assessment District No. DS -10 and the Zones therein for Fiscal Year 2025/2026. In addition to depicting the boundaries of the Zones, the diagrams also provide a visual depiction of the general location of the improvement areas being funded and maintained within the District and Zones. All parcels that will receive a special benefit from the improvements provided within the District and each respective Zone consist of the lots, parcels and subdivisions of land within the boundaries of the District and/or Zones as depicted by these diagrams and the lines and dimensions of those lots, parcels and subdivisions of land shall be those lines and dimensions shown on the Santa Barbara County Assessor’s parcel maps for the current fiscal year and by reference the Santa Barbara County Assessor’s parcel maps are incorporated herein and made part of this Report. These diagrams along with the Assessment Roll incorporated in Part V of this Report constitute the District Assessment Diagram for Fiscal Year 2025/2026.
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District Boundary Diagram
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District Improvement Diagram (Northern Section)
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District Improvement Diagram (Southern Section)
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Suey and Donovan Special Benefit Zone
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Rivergate Roemer Special Benefit Zone
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Donovan Estates Special Benefit Zone
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La Ventana Special Benefit Zone
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Part V - Assessment Rolls
Due to the number of parcels in the District, the Assessment Roll for fiscal year 2025/2026 (a listing of the parcels to be assessed within this District along with the assessment amounts) has been filed with the City Clerk in an electronic format and is, by reference, made part of this Report. The proposed Assessment Roll shall be available for public inspection in the City Clerk’s Office during normal office hours.
The Assessment Roll identified the parcels within the District that are assessed for specia l benefits and their corresponding assessment amount(s) for fiscal year 2025/2026. Each parcel listed on the Assessment Roll is currently shown and illustrated on the County Assessor's Roll and the County Assessor’s Parcel Number Maps (APN maps). These rec ords are, by reference, made part of this Report and shall govern for all details concerning the description of the lots or parcels. All assessments presented on the assessment roll are subject to change as a result of parcel changes made by the County including parcel splits, parcel merges or development changes that occur prior to the County Assessor's Office securing the final roll and generating tax bills for fiscal year 2025/2026.
EXHIBIT C
Annual Engineer’s Report
Fiscal Year 2025/2026
Southwest Landscape Maintenance Assessment District No. DS-11
Incorporating Special Benefit Zones:
Westgate Ranch
Cherrywood
Coyway
Rose Garden Village
Stowell Center Plaza
Acquistapace
Village at Westgate Ranch
C-4 Development
Intent Meeting: May 6, 2025
Public Hearing: June 3, 2025
City of Santa Maria
110 E. Cook Street
Santa Maria, CA 93454
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ENGINEER'S REPORT AFFIDAVIT
This Report and the enclosed descriptions, budgets and diagram outline the proposed improvements and assessments for Landscape Maintenance Assessment District No. DS-11 in the City of Santa Maria for Fiscal Year 2025/2026, which includes each lot, parcel, and subdivision of land within said District, as the same existed at the time of the passage of the Resolution of Intention. Reference is hereby made to the Santa Barbara County Assessor’s maps for a detailed description of the lines and dimensions of parc els within the District. The undersigned respectfully submits the enclosed Report as directed by the City Council.
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Table of Contents
INTRODUCTION ................................ ................................ ................................ ............. - 5 - Report Content and Annual Proceedings ................................ ................................ ... - 5 - PART I – PLANS AND SPECIFICATIONS ................................ ................................ ........... - 9 - Zones of Benefit ................................ ................................ ................................ ....... - 11 - Part II – Method of Apportionment ................................ ................................ ............ - 16 - Benefit Analysis ................................ ................................ ................................ ........ - 17 - Assessment Methodology ................................ ................................ ........................ - 19 - Part III – Estimate of Costs ................................ ................................ .......................... - 21 - Annual Inflationary Adjustment (Assessment Range Formula) ............................... - 25 - Part IV – District/Zone Diagrams................................ ................................ ................. - 26 - District Boundary Diagram ................................ ................................ ....................... - 27 - District Improvement Diagram (Northern Section) ................................ ................. - 28 - District Improvement Diagram (Southern Section) ................................ ................. - 29 - Westgate Ranch Special Benefit Zone................................ ................................ ...... - 30 - Cherrywood Special Benefit Zone ................................ ................................ ............ - 31 - Coyway Special Benefit Zone ................................ ................................ ................... - 32 - Rose Garden Village Special Benefit Zone ................................ ............................... - 33 - Stowell Center Plaza Special Benefit Zone ................................ ............................... - 34 - Acquistapace Special Benefit Zone ................................ ................................ .......... - 35 - Village at Westgate Ranch Special Benefit Zone ................................ ...................... - 36 - C-4 Development Special Benefit Zone ................................ ................................ .... - 37 - Part V - Assessment Rolls ................................ ................................ ............................ - 38 -
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INTRODUCTION
The City of Santa Maria (“City”), under the provisions of the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code (“1972 Act”) and in accordance with the provisions of the California State Constitution, Article XIIID (“California Constitution”) annually levies and collects special assessments for the City’s maintenance assessment district designated as Southwest Landscape Maintenance Assessment District No. DS -11 (hereafter referred to as “District”) to fund in whole or in part the maintenance and operation of landscaping improvements that provide special benefits to properties within the District.
The City Counci l on May 2, 1989, established the formation of the Southwest Landscape Maintenance District No. DS-11 for the purpose of financing the continued maintenance of the landscaping within the southwest quadrant of the City.
In accordance with the 1972 Act, the District also utilizes special benefit zones (“Zones”) to address variations in the nature, location, and extent of the improvements that provide special benefits to specific parcels and developments within the District. Within the boundaries of the District, some parcels may be assigned to a special benefit zone, each of which is associated with specific improvements that provide special benefit to properties within that Zone that are in addition to the improvements proportionally shared by properties throughout the District.
For Fiscal Year 2025/2026 in addition to the shared District improvements and assessments, parcels within the following Zones may be assessed for local improvements specific to the parcels and developments within each respective Zone:
Westgate Ranch Special Benefit Zone,
Cherrywood Special Benefit Zone,
Coyway Special Benefit Zone,
Rose Garden Village Special Benefit Zone,
Stowell Center Plaza Special Benefit Zone,
Acquistapace Special Benefit Zone,
Village at Westgate Ranch Special Benefit Zone,
C-4 Development Special Benefit Zone,
Report Content and Annual Proceedings
This Engineer’s Annual Report (the “Report”) has been prepared pursuant to Chapter 1, Article 4 and Chapter 3 of the 1972 Act, and presented to the City Council for the ir consideration and approval of the proposed improvements and services to be provided within the District and the levy and collection of annual assessments related thereto for Fiscal Year 2025/2026. This Report outlines the District improvements, the special benefit zones, the method of apportionment, and proposed assessments to be levied in connection with the special benefits the properties will receive from the maintenance and - 6 -
servicing of the District improvements for Fiscal Year 2025/2026. The annual assessments to be levied on properties within the District provide a source of funding to fund in whole or in part, the continued operation and maintenance of the landscaping improvements and services to be provided by the District for the properties within the District and specified Zones for which the properties receive special benefits.
Each fiscal year, the City establishes the District’s assessments based on an estimate of the costs to maintain, operate and service the authorized District improvements and based upon available revenues including assessment revenues, fund balances, general benefit contributions and any additional City contributions from available sources. The costs of the improvements and the proposed annual assessments budgeted and assessed against properties within the District may include, but are not limited to the estimated expenditures for regular annual maintenance and repairs; incidental expenditures related to the operation and administration of the District; deficits or surpluses from prior years; revenues from other sources; and the collection of funds for operational reserves and/or periodic repairs, replacements and rehabilitation projects as authorized by the 1972 Act. The net annual cost to provide the improvements within the District plus each benefit Zone (if applicable) are allocated to the benefiting properties within the District and respective Zones as applicable, using a weighted method of apportionment (refer to Assessment Methodology in Section II, Method of Apportionment) that calculates the proportional special benefit and assessment for each parcel as compared to other properties that benefit from the District improvements and services. Thus, each parcel is assessed proportionately for only those improvements, services, and expenses for which the parcel will receive special benefit.
The word “parcel,” for the purposes of this Report, refers to an individual property assigned its own Assessor’s Parcel Number (“APN”) by the Santa Barbara County Assessor’s Office. The Santa Barbara County Auditor/Controller uses Assessor’s Parcel Numbers and specific Fund Numbers to identify properties to be assessed on the tax roll for the District assessments.
At a noticed annual Public Hearing, the City Council will accept all public comments and written protests regarding the District and the annual levy of assessments. Based on those public comments and written protests, the City Council may order amendments to the Report or confirm the Report as submitted.
Following final approval of the Report and confirmation of the assessments, the City Council will by Resolution, order the improvements to be made and confirm the levy and collection of assessments for Fiscal Year 2025/2026 pursuant to the 1972 Act. The assessments as approved wil l be submitted to the Santa Barbara County Auditor/Controller to be included on the property tax roll for each parcel.
As required by the 1972 Act, this Engineer’s Report describes the improvements to be provided, maintained, and serviced by the District, an estimated budget for the District improvements, and the proposed assessments to be levied upon each assessable lot or parcel within the District for fiscal year 2025/2026.
Part I – Plans and Specifications: This section contains a general description of the District, special benefit zones (“Zones”), and the improvements and services that provide special benefits to the parcels within the District. The improvements, appurtenant facilities, and services that provide special benefits to the - 7 -
properties wit hin the District and for which parcels are assessed may include, but not limited to the installation and maintenance of landscaping improvements within the public right-of-way of streets within the District, retention basins, parks, public facilities and related amenities as well as associated operational and incidental expenses, and the collection of fund balances authorized by the 1972 Act. The plans and specifications contained in this Report generally describe the nature and extent of the improvements. In conjunction with these general descriptions, a visual depiction of the improvements may be provided in the District Diagrams contained in Part IV of this Report. More detailed information regarding the specific plans and specifications associated with the District improvements and Zone improvements are on file in the City Engineer’s Office and by reference are made part of this Report.
Part II – Method of Apportionment: This section includes a discussion of the special and general benefits associated with the improvements to be provided within the District (Benefit Analysis). This section of the Report also outlines the basis upon which the estimated costs to provide such improvements has been apportioned to each parcel of land therein in proportion to the special benefits to be received. (the method of calculating each property’s proportional special benefit assessment). This method of apportionment is consistent with the previously approved and adopted method of apportionment for the District.
Part III – Estimate of Costs : Identifies the estimated annual funding costs (Budgets) required for the maintenance and operation of the improvements in the District and Zones authorized by the 1972 Act and deemed appropriate to support the improvements, including, but not limited to, annual maintenance and service expenses, utility costs, and related incidental expenses. For fiscal year 2025/2026 annual contract maintenance costs have increased by three percent (3.4%). Those improvements and/or costs determined to be of general benefit shall be funded by a City contribution. In addition to the general benefit costs, the City may provide additional funding to support the maintenance and operation of the improvements considered to be of special benefit, but City staff shall make the determination of which improvements, and the extent of the services and activities that shall be provided based on available revenues.
This section also identifies and outlines an Assessment Range Formula (inflationary adjust) previously approved and adopted for the District assessments that provides for an annual adjustment to the maximum assessment rates, which establishes limits on future assessments, but also provides for reasonable cost adjustments due to inflation.
Part IV – District/Zone Diagrams: This section of the Report contains a series of diagrams showing the boundaries of the District and Zones for Fiscal Year 2025/2026 which incorporate the parcels determined to receive special benefits from the District improvements. These d iagrams may also provide a visual depiction of the location of the improvements being maintained. The lines and dimensions of each lot, parcel, and subdivision of land contained in the District and Zone diagrams are inclusive of the parcels listed in “Part V - Assessment Roll” of this Report and the corresponding County Assessor’s Parcel Maps for said parcels as they existed at the time this Report was prepared and shall incorporate all subsequent - 8 -
subdivisions, lot -line adjustments, or parcel changes therei n. Reference is hereby made to the Santa Barbara County Assessor’s maps for a detailed description of the lines and dimensions of each lot and parcel of land within the District and Zones.
Part V – Assessment Roll: The assessment amounts to be levied and collected in fiscal year 2025/2026 for each parcel is based on the parcel’s calculated proportional special benefit as outlined in "Part II - Method of Apportionment" and the annual assessment rates established by the estimated budgets in "Part III - Estimate of Costs" of this Report. Due to the number of parcels within the District, the Assessment Roll for fiscal year 2025/2026 has been filed electronically with the City Clerk rather than displayed in this Report and by reference the listing of the Assessor’s Parcel Numbers and the corresponding assessment amounts are made part of this Report.
Note: If any section, subsection, sentence, clause, phrase, portion, zone, or subzone of this Engineer’s Report is, for any reason, held to be invalid or unconstitu tional by the decision of any court of competent jurisdiction, such decision shall not affect the validity of the remaining provisions of this Engineer’s Report and each section, subsection, subdivision, sentence, clause, phrase, portion, zone, or subzone thereof, irrespective of the fact that any one or more sections, subsections, sentences, clauses, phrases, portions, zones, or subzones might subsequently be declared invalid or unconstitutional.
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PART I – PLANS AND SPECIFICATIONS
The purpose of this District is to provide in part through annual assessments, funding for the installation, operation, and maintenance of landscaping improvements in specified parkways, medians, and roundabouts in the public right-of-way including street trees, and landscaping within specified public areas and public facilities including storm water retention basins that control subdivision water runoff, parks, and easements.
As authorized by the 1972 Act, the improvements provided by the District and associated with each Zone therein may incorporate various local landscaping improvements and related amenities that were either installed in direct connection with the development of properties within the District and each respective Zone or were installed for the benefit of those properties resulting from property development or potential development of those properties and are considered necessary elements for the development of such properties to their full and best use and these improvements are maintained and serviced for the special benefit of real property within the District and/or Zones. The work to be performed within the District and each respective Zone may include but is not limited to (as applicable), the personnel, materials, equipment, electricity, water, contract s ervices, repair and rehabilitation of the improvements and incidental expenses required to operate the District and provide the improvements and services.
Improvements provided within the District and/or Zone may include but are not limited to landscaping and related facilities and amenities located within designated street medians, parkway and streetscape side-panels, and entryways within the public right of ways or easements adjacent to public right of ways; and within public places including greenbelt ar eas, open spaces, and local parks within each respective Zone. These improvements may include, but are not limited to:
various landscape materials such as trees, turf, shrubs, vines, ground cover, annual or perineal plantings;
irrigation and drainage systems;
structural amenities such as monuments, specialty or ornamental lighting, block walls, retaining walls, or other fencing associated with the landscape areas; hardscapes including mulch, decomposed granite surfaces, stamped concrete, and pavers; recreational amenities within parks or greenbelts that may include benches, play structures, picnic or other recreational facilities, signage, and related appurtenances.
The maintenance of these improvements may include, but is not limited to the regularly s cheduled mowing, trimming, pruning, fertilization, pest control, weed /graffiti abatement , and public safety ; installation, removal, replacement and rehabilitation of the landscaping, repair or replacement of irrigation or landscape drainage systems; and repair or replacement of hardscape improvements including sidewalks and recreational amenities. The Recreation and Parks Office shall authorize and schedule such maintenance and servicing as needed and based on available District and/or Zone funding.
Reference is made to the plans and specifications currently on file at the City Engineer's Office relating to the design, recommended materials, and level of maintenance concerning the facilities to be maintained. - 10 -
The plans show plant species, size, and their loc ation. Specifications for the improvements comply with the Standard Specifications of the Public Works Department, the 2019 California Building Code, and the Recreation and Parks Department Landscape and Irrigation Standards. For Fiscal Year 2025/2026 the improvements maintained within the District and for which parcels receive special benefits include but is not limited to the following:
SW LANDSCAPE MAINTENANCE DISTRICT No. DS-11 TOTAL SQFT.
Terrace Park – 500 to 600 West Carmen Lane. This includes the frontage on Carmen, both sides of Depot, and the slope at the end of Depot, but not the area that extends behind the homes (it is the responsibility of the HOA).
14,401
Fire Station II – 400 West Carmen Lane frontage and interior, including easement on South Thornburg Street & slope 7,631
West Betteravia Median – 100 block West Betteravia Road 1,200 Country Club Village III – frontage on West McCoy Lane, entry medians, La Costa Basin/Marilyn Stanley Park, La Costa Breezeway – across from the basin/park site - breezeway off Castlerock leading to Hagerman bike trail
135,986
Foxenwoods Country Club Estates – 800 to 1100 West McCoy Lane 47,401 Santa Barbara Research Median – median on South Blosser Road 2,392 Skyway Drive Medians – all medians on Skyway Drive 104,031 Battles Bike Path – west of Broadway 14,000
Santa Maria Police Department 10,750
SMAT Station 32,715
Blending Station – Fairway and Skyway Drive 1,940
Paseo del Sol – frontages on South Westgate, South A, Carmen and West Via Rosa, and medians on Betteravia 56,103
Paseo del Sol Basin—at Carmen and A Street (empty trash cans) 45,572 Hagerman Bike Path - west of Hagerman Complex – paved path 68,800 Westridge – frontages and median on Carmen and basin/playground 44,613 Westridge Basin—along Via Rosa 37,240
Skyway and Foster Road Bike Path-paved path 106,984
Medians on Betteravia east and west of Blosser 9,968
Blosser/Stowell Medians-Paved medians 5,104
South Broadway Medians – south of Stowell to Betteravia 34,387 Parkland Cottages - McCoy frontage 10,943
Union Valley Parkway 512,222
Union Valley open space 40,075
Foxenwoods Estates 30,000
VTC Frontage 11,076
Dal Porto 3,006
Total Southwest Landscape Maintenance District No. DS-11 1,388,540
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Zones of Benefit
In accordance with the 1972 Act, this District utilizes Zones to address variations in the nature, location, and extent of improvements that provide special benefits to specific parcels and developments within the District. Each Zone is associated with specifi c improvements and/or types of improvements that provide special benefit to properties within that Zone.
For Fiscal Year 2025/2026 the District includes eleven (11) designated Zones. The boundaries of each Zone are based on the improvements to be maintained and the relationship and proximity of the developments and properties that derive special benefits from those specific improvements. The following is a brief description and summary of the improvements associated within each Zone and for which parcels receive special benefits:
Westgate Ranch Special Benefit Zone
Improvements associated with the Westgate Ranch Special Benefit Zone include the public landscape easement frontages on Battles, A Street, Westgate, Carmen, Sonya and Blosser, South west corner of Carmen & Blosser the medians on Carmen and the roundabout by the school and both multi-purpose trails and parkways along Park totaling an estimated 385,786385,786 square feet of improvements.
Maintenance costs include labor, equipment, plant materials and supplies, graffiti removal, renovation, utility costs, public safety, and District administration. The Westgate Ranch Special Benefit Zone Assessment for fiscal year 2025/2026 will be $ 421.68 per assessor parcel number or tenant space. This Zone assessment is imposed only upon parcels within the Zone that receive a special benefit over, and above general benefits provided to other parcels located in the District.
The Westgate Ranch Special Benefit parcels are assessed the Southwest Land scape Maintenance District residential assessment of $273.73 per assessment unit as detailed in Method of Apportionment provided in Part II of this Report.
Cherrywood Special Benefit Zone
Improvements associated with the Cherrywood Special Benefit Zone i nclude the public landscape easement frontages on Carmen, Depot, Sonya and Thornburg, the pathway on Flora, and the pocket park on Thornburg totaling an estimated 22,151 square feet of improvements.
Maintenance costs include labor, equipment, plant materials and supplies, graffiti removal, renovation, utility costs, public safety, and District administration. The Cherrywood Special Benefit Zone Assessment for fiscal year 2025/2026 will be $ 431.67 per assessor parcel number. This Zone assessment is imposed only upon parcels within the Zone that receive a special benefit over, and above general benefits provided to other parcels located in the District.
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The Cherrywood Special Benefit Zone parcels are als o assessed the Southwest Landscape Maintenance District residential assessment of $ 273.73 per assessment unit as detailed in Method of Apportionment provided in Part II of this Report.
Coyway Special Benefit Zone
The Coyway subdivision consists of 12 comm ercial parcels. Improvements associated with the Coyway Special Benefit Zone include the public landscape easement at the corner of W. McCoy and Professional Parkway (an estimated 21,726 square feet) and the landscaped storm water retention basin (an estimated 13,349 square feet) totaling an estimated 35,075 square feet of improvements.
Maintenance costs include labor, equipment, plant materials and supplies, renovation, utility costs, and District administration. The Coyway Special Benefit Zone Assessment for fiscal year 2025/2026 will be $7,615.41 calculated based on the proportionate area each parcel occupies within the special benefit zone.
This Zone assessment is imposed only upon parcels within the Zone that receive a special benefit over, and above general benefits provided to other parcels located in the District.
The Coyway Special Benefit Zone parcels are also assessed the Southwest Landscape Maintenance District commercial assessment of $569.22 per parcel as detailed in Method of Apportionment provided in Part II of this Report.
Rose Garden Village Special Benefit Zone
The improvements that are associated with the Rose Garden Village Special Benefit Zone include the median on Blosser Road, the public easement frontages on Battles, Sony a, Biscayne, Western, Pergola, Provance, the multi -purpose trail, the park site, basin, and the street trees within the Zone totaling an estimated 310,157 square feet of improvements.
Maintenance costs include labor, equipment, plant materials and supplies , graffiti removal, renovation, utility costs, public safety, and District administration. The Rose Garden Village Special Benefit Zone Assessment for FY 2025/2026 will be $ 493.44 per assessor parcel number or tenant space. This Zone assessment is imposed only upon parcels within the Zone that receive a special benefit over, and above general benefits provided to other parcels located in the District.
The Rose Garden Village Special Benefit Zone parcels are also assessed the Southwest Landscape Maintenance District residential assessment of $ 273.73 per assessment unit as detailed in Method of Apportionment provided in Part II of this Report.
Acquistapace Special Benefit Zone
The improvements that are associated with the Acquistapace Special Benefit Zone at build out will include the median on Blosser Road, the public easement frontages on Sonya, Carmen, Western, Pergola, Biscayne, - 13 -
Blosser, the multi-purpose trail, and the open space (Lot 170) (an estimated 129,217 square feet), as well as the Sonya Basin (g rassy park site/basin) located along Sonya (an additional 268,935 square feet), and the street trees within the Zone collectively totaling an estimated 398,152 square feet of improvements.
Maintenance costs include labor, equipment, plant materials and sup plies, renovation, graffiti removal, utility costs, public safety, and District administration. The Acquistapace Special Benefit Zone Assessment for fiscal year 2025/2026 will be $ 307.93307.93 per assessor parcel number. This Zone assessment is imposed only upon parcels within the Zone that receive a special benefit over, and above general benefits provided to other parcels located in the District.
The Acquistapace Special Benefit Zone parcels are also assessed the Southwest Landscape Maintenance District residential assessment of $ 273.73 per assessment unit or tenant space as detailed in Method of Apportionment provided in Part II of this Report.
Stowell Center Plaza Special Benefit Zone
The Stowell Center Plaza owners will be assessed $ 814.36 per typical 2,500 square feet of retail space.
These funds will be used for re -payment of a loan to resurface the parking lot; parking lot maintenance; trash pickup; cleaning public sidewalks, parking lot lighting/other electrical service and landscape maintenance. This assessment is imposed only upon parcels within the Zone that receive a special benefit over, and above general benefits provided to other parcels located in the District.
The Stowell Center Plaza Special Benefit Zone parcels are also assessed the Southw est Landscape Maintenance District commercial assessment of $ 569.22 per parcel as detailed in Method of Apportionment provided in Part II of this Report.
Village at Westgate Ranch Special Benefit Zone
The improvements associated with the Village at Westgate Ranch Special Benefit Zone include the public easement areas along the street frontages on Blosser Road, La Brea Avenue, Battles Road, Westgate Road, Marsala Avenue, and Sonya Lane (an estimated 345,107 square feet), as well as the Battles linear basin bottom from Blosser to the county flood control basin (an estimated 92,529 square feet), and the street trees within the Zone collectively totaling an estimated 437,636 square feet of improvements.
Maintenance costs include labor, equipment, plant material s and supplies, graffiti removal, renovation, utility costs, public safety, and District administration. The Village at Westgate Ranch Special Benefit Zone assessments for fiscal year 2025/2026 will be $529.58 per assessor parcel number or tenant space. Th is Zone assessment is imposed only upon parcels within the Zone that receive a special benefit over and above general benefits provided to other parcels located in the District.
The Village at Westgate Ranch Special Benefit Zone parcels are also assessed t he Southwest Landscape Maintenance District residential assessment of $ 273.73 per assessment unit as detailed in Method of Apportionment provided in Part II of this Report.
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C-4 Development Special Benefit Zone
This subdivision currently consists of six (6) professional services parcels including the retention basin. At build out there will be two (2) two-story office buildings, two (2) one-story commercial buildings, and one (1) commercial building for recreational vehicle storage. The improvements associat ed with the C -4 Development Special Benefit Zone include the landscape storm water retention basin at McCoy totaling an estimated 32,609 square feet.
Maintenance costs include labor, equipment, plant materials and supplies, renovation, utility costs, and District administration. The C-4 Development Special Benefit Zone Assessment for fiscal year 2025/2026 will be $ 21,995.08 and assessed on percentage of square footage of each assessor parcel number. This Zone assessment is imposed only upon parcels within the Zone that receive a special benefit over and above general benefits provided to other parcels located in the District.
The C -4 Development Special Benefit Zone parcels are also assessed the Southwest Landscape Maintenance District commercial assessment of $ 569.22 per parcel as detailed in Method of Apportionment provided in Part II of this Report.
BETTERAVIA PLAZA SPECIAL BENEFIT ZONE
Commercial and residential property assessments within the Betteravia Plaza Special Benefit Zone are calculated based on the proportionate area each property occupies within the special benefit zone . The Betteravia Plaza Special Benefit Zone Assessment for fiscal year 2025/2026 will be $ 75,818. These assessments are imposed only upon properties that receive a special benefit over and above general and special benefits provided to other properties located in District No. DS-11.
Multifamily housing, professional offices, and many retail businesses comprise this Special Benefit Zone.
The Betteravia Plaza Special Benefit Zone accounts for cost s to maintain improvements which provide special benefits to properties within the zone. Maintenance costs include labor, equipm ent, plant materials and supplies, graffiti removal, renovation, utility costs, public safety, and district administration.
Improvements associated with this Special Benefits Zone include signature 10 foot landscaped parkways, tree lined roadways, landscaped medians, and walking and biking paths. The special benefits provided by these improvements include community aesthetic enjoyment, neighborhood cohesion, beautification, local recreation and open space opportunities and additional increase in gen eral property values, and improved public safety.
The Betteravia Plaza properties are also assessed the Southwest Landscape Maintenance District (Master District) commercial assessment of $569.22 per APN o r tenant space and residential tenant space assessment of $273.73 per residential unit as detailed in Appendix A. General and special benefits provided by the base amount are identical to those detailed for District No. DS-11
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Note: A visual depiction of the general location of the landscape improvement areas for the District and Zone boundaries are provided on the District Diagrams provided in Part IV of this Report.
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Part II – Method of Apportionment
Legislative Requirements for Assessments
The estimated costs to provide the proposed improvements for Fiscal Year 2025/2026 have been identified and allocated to properties within the District and the Zones therein based on special benefit, consistent with the requirements of the 1972 Act and the assessment provisions of Proposition 218 (being contained i n Article XIII D of the California Constitution). The improvements provided by this District and for which properties are assessed are identified as local landscaping improvements in specified parkways, medians, and roundabouts in the public right-of-way including street trees, and landscaping within specified public areas and public facilities including storm water retention basins, parks, easements, and related amenities. The formulas used for calculating assessments and the designation of Zones herein reflect the composition of parcels within the District and the improvements and activities to be provided and have been designed to fairly apportion the cost of providing the improvements based on a determination of the proportional special benefits to each parcel.
Provisions of the 1972 Act
The 1972 Act permits the establishment of assessment districts by agencies for the purpose of providing certain public improvements, including the acquisition, construction, installation and servicing of landscape improvements and related facilities. The 1972 Act requires that the cost of these improvements be levied according to benefit rather than assessed value:
Section 22573 defines the net amount to be assessed as follows:
“The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefits to be received by each such lot or parcel from the improvements.”
Section 22574 provides for zones as follows:
“The diagram and assessment may classify various areas within an assessment district into different zones where, by reason of variations in the nature, location, and extent of the improvements, the various areas will receive differing degrees of benefit from the improvements. A zone shall consist of all territory which will receive substantially the same degree of benefit from the improvements.”
Provisions of the California Constitution
In addition to the provisions of the 1972 Act, the Article XIII D of the California Constitution outlines specific requirements regarding assessments including the following:
Article XIII D Section 2d defines District as follows:
“District means an area determined by an agency to contain all parcels which will receive a special benefit from a proposed public improvement or property-related service”; - 17 -
Article XIII D Section 2i defines Special Benefit as follows:
“Special benefit” means a particular and distinct benefit over and above general benefits conferred on real property located in the district or to the public at large. General enhancement of property value does not constitute “special benefit.” Article XIII D Section 4a defines proportional special benefit assessments as follows:
“An agency which proposes to levy an assessment shall identify all parcels which will have a special benefit conferred upon them and upon which an assessment will be imposed.
The proportionate special benefit derived by each identified parcel shall be determined in relationship to the entirety of the capital cost of a public improvement, the maintenance and operation expenses of a public improvement, or the cost of the property related service being provided. No assessment shall be imposed on any parcel which exceeds the reasonable cost of the proportional special benefit conferred on that parcel.”
Benefit Analysis
Special Benefits
The ongoing maintenance of landscaped areas within the District as addressed in this Report, provide aesthetic benefits to the properties and a more pleasant environment to walk, drive, live, and/or work.
The primary function of these landscape improvements and related amenities is to serve as an aesthetically pleasing enhancement and green space for the benefit of the immediately surrounding properties and developments for which the improvements were constructed and installed and/or were facilitated by the development or potential development of properties within the District and each respective Zone. In addition, the District provided landscaping improvements are an integral part of the physical environment associated with the parcels in the District and/or respective Zones and the proportional direct effect that trees, shrubs, and groundcover have on real property within the district including localized wind reduction; erosion control; storm water capture; noise attenuation; visual screening; ultraviolet light and glare reduction; and odor reduction are a direct and particular benefit to the properties in proximity to those improvements.
While some of the improvements may in part be visible to properties outside the District or Zone, collectively if these various improvements are not properly maintained, it is the parcels within the District and/or respective Zone (as may be applicable), that would be aesthetically burdened or environmentally impacted. Additionally, much of the landscaping within the street right -of-way serve as both a physical buffer as well as a sound reduction buffer between the roadways and the properties in the District and serve as a pleasant aesthetic amenity that enhances the approach to the parcels.
General Benefit
In reviewing the location and extent of the specific landscaped areas and improvements to be funded by District assessments and the proximity and relationship to properties to be assessed it is evident these improvements were primarily installed in connection with the development of properties therein or are improvements that would otherwise be shared by and required for development of properties in the - 18 -
District or Zone. It is also evident that the maintenance these improvements and the level of maintenance provided has a direct and particular impact (special benefit) only to those properties in proximity to those improvements and such maintenance beyond that which is required to ensure the safety and protection of the general public and property in general, has no direct quantifiable benefit to the public at large or properties outside the District and/or Zones.
In the absence of a special funding District or Zones, the City would typically be obligated to provide only limited (as needed) tree management, weed abatement, rodent control, and erosion control services for the landscape areas currently maintained within the District. This baseline level of service (general benefit level of service) would most likely provide for periodic servicing of the improvement areas on an as-needed basis to ensure public safety and essential property protection to avoid negative impacts on adjacent roadways an d vehicles traveling on those roadways, and potential property damage resulting from erosion or fire hazards. However, this baseline level of service would clearly result in a far less visually pleasing environment than is created with the enhanced levels of services associated with the regular landscape maintenance provided in the District and funded by the special benefit assessments In addition to the baseline level of service general benefit, it is recognized that there are indirect or incidental general benefits to properties within the District as well as the general public that are associated with regular landscape maintenance services associated with the districtwide improvements, including minimization of dust and debris, and air pollution reduction.
Although these types of benefits might best be characterized as indirect consequences of the special benefit of the landscape maintenance provided to parcels served by the District, for the purposes of this Report we assume these types of benefits to be general benefits, albeit general benefits that are extremely difficult to quantify. Therefore, on behalf of all parcels not assessed by a landscape maintenance district, yet deriving some level of general benefit from the District’s landscaped improvements, the City has historically and will continue to contribute from the general fund a General Benefit Contribution that equals or exceeds the costs attributable to the baseline general benefit costs and indirect/incidental general benefit costs for the districtwide shared improvement areas as shown in the Estimate of Costs (Part III of this Report) as the “City General Benefit Contribution”.
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Assessment Methodology
To assess benefits equitably it is necessary to calculate each property’s proportional share of the special benefits conferred by the funded improvements and service. The method utilized to determine assessments is called the “method of apport ionment” or formula of cost spread ("spread formula"). Assessment Units (“AU”), often referred to as the Equivalent Benefit Unit (EBU) method of assessment apportionment is utilized for this District and establishes a basic unit (base value) of benefit and then calculates the benefit derived by each assessed parcel as a multiple (or a fraction) of that basic unit. The AU or EBU method of apportioning special benefits is typically seen as the most appropriate and equitable assessment methodology for district s formed under the 1972 Act, as the benefit to each parcel from the improvements are apportioned as a function of comparable property characteristics which may include but is not limited to land use and property size.
The method of apportionment originally developed for this District was based on an assessment spread formula appropriate for the various land uses, identifiable property characteristics and improvements within the District and utilizes an assigned number of comparative dwelling units for residential, non-residential, and undeveloped properties.
The majority of parcels within the District are residential parcels and the improvements are maintained to provide a uniform benefit within the boundaries of the District. Therefore, each dwelling unit, whether an apartment or single family residence is given a base value of one (1) unit.
Parcels in other land use categories were then evaluated and rated by comparison with the basic unit.
The assignment of unit values is based primarily on the intensity o f land use and its comparison to the base unit. Two unit values have been assigned: a residential efficiency unit, 500 square feet or less, at 50 percent of the residential unit value and a commercial efficiency unit defined at 1200 square feet per commercial charge.
Land Use Classifications
Every parcel within the District is assigned a land use classification based on available parcel information obtained from the County Assessor’s Office. It has been determined that a parcel use and size are the appropriate factors necessary to identify and calculate the proportional special benefits conveyed to each property within the District for the cost of improvements associated with that property. The following are typical site land uses described in Title 12 of the Santa Maria Municipal Code and thei r proposed Assessment Units. This list includes the majority of parcel uses within the City of Santa Maria and is applied in the calculation of the 2025/2026 fiscal year assessments.
A summary of the applied Equivalent Benefit Units (EBUs) for the various land use classifications within the District is shown in the following table:
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LAND USE ASSESSMENT UNITS
Residential
Single Family Residential
Two Family Residential
Condominium/Townhouse
Apartment Residential
Mobile Home Parks
Efficiency Unit
1 Unit per property
1 Unit per dwelling
1 Unit per dwelling
1 Unit per dwelling
1 Unit per dwelling
.5 Unit per dwelling
Commercial
Small, Single Tenant
Efficiency Unit > 1,200 SF
Vacant > 10,000 SF
Commercial Centers
Major Shopping Centers
1 Unit per property
1 Unit per 1,200 SF
1 Unit per property
4 Units per property
7 Units per property
Trade/Services
Commercial/Professional Office
Vacant > 25,000 SF
Mid-Size Office
Major Office Buildings
Hospital/Large Medical Offices
1 Unit per property
1 Unit per property
4 Units per property
7 Units per property
7 Units per property
Industrial
Small Industrial
Vacant > 50,000 SF
Medium Industrial
Major Industrial
1 Unit per property
1 Unit per property
4 Units per property
7 Units per property
Exempt
Open Space/Common Areas, Public Facilities, Parks,
Redevelopment Agency
0 Units per property
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Part III – Estimate of Costs
The following budgets outline the estimated costs to maintain and service the various landscaping improvements described in this Report for Fiscal Year 2025/2026.
The budgeted expenses outlined in the following pages for the District and the Zones therein reflect the estimated annual expenses required to support and maintain the improvements to be provided for fiscal year 2025/2026. The estimated annual expenses provided in the budgets are considered to be appropriate full -service level costs. These full -service expenses, minus the general benefit expenses (Expenses not assessed and identified as the City’s financial obligation to support the improvements) result in the amount of funding the property owners should reasonably be assessed to fully fund their proportional special benefit from the improvements to be maintained (“Special Benefit Expenses”).
CITY OF SANTA MARIA
SOUTHWEST LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. DS-11
ESTIMATED BUDGET
2024/2025 2025/2026
ESTIMATED EXPENDITURES
Utilities $142,874 $142,874
Contract, Supplies, Renovation $540,265 $590,310
Administration $749,072 $749,072
Total Expenditures $1,432,211 $1,482,296
ESTIMATED REVENUES
Special Assessment $1,130,241 $1,170,058
City General Benefit Contribution $301,970 $312,237
Total Revenues $1,432,211 $1,482,296
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WESTGATE RANCH SBZ 2024/2025 2025/2026
ESTIMATED EXPENDITURES
Utilities $43,849 $43,849
Contract, Supplies, Renovation $242,619 $258,106
Administration $36,706 $36,706
Total Expenditures $323,174 $338,661
ESTIMATED REVENUES
Special Benefit Assessment $323,174 $338,661
Total Revenues $323,174 $338,661
CHERRYWOOD SBZ 2024/2025 2025/2026
ESTIMATED EXPENDITURES
Utilities $15,106 $15,106
Contract, Supplies, Renovation $34,044 $36,920
Administration $14,724 $14,724
Total Expenditures $63,874 $66,750
ESTIMATED REVENUES
Special Benefit Assessment $63,874 $66,750
Total Revenues $63,874 $66,750
COYWAY SBZ 2024/2025 2025/2026
ESTIMATED EXPENDITURES
Utilities - -
Contract, Supplies, Renovation $5,107 $5,357
Administration $2,258 $2,258
Total Expenditures $7,365 $7,615
ESTIMATED REVENUES
Special Benefit Assessment $7,365 $7,615
Total Revenues $7,365 $7,615
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ROSE GARDEN VILLAGE SBZ 2024/2025 2025/2026
ESTIMATED EXPENDITURES
Utilities $39,163 $39,163
Contract, Supplies, Renovation $182,148 $193,031
Administration $31,122 $31,122
Total Expenditures $252,433 $263,316
ESTIMATED REVENUES
Special Benefit Assessment $252,433 $263,316
Total Revenues $252,433 $263,316
ACQUISTAPACE SBZ 2024/2025 2025/2026
ESTIMATED EXPENDITURES
Utilities $23,078 $23,078
Contract, Supplies, Renovation $58,924 $62,955
Administration $19,481 $19,481
Total Expenditures $101,483 $105,514
ESTIMATED REVENUES
Special Benefit Assessment $101,483 $105,514
Total Revenues $101,483 $105,514
VILLAGE AT WESTGATE
RANCH SBZ
2024/2025 2025/2026
ESTIMATED EXPENDITURES
STOWELL CENTER PLAZA SBZ 2024/2025 2025/2026
ESTIMATED EXPENDITURES
Utilities $7,955 $7,955
Contract, Supplies, Renovation $27,656 $28,930
Administration $1,855 $1,855
Total Expenditures $37,466 $38,740
ESTIMATED REVENUES
Special Benefit Assessment $37,466 $38,740
Total Revenues $37,466 $38,740
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Utilities $18,882 $18,882
Contract, Supplies, Renovation $241,954 $256,712
Administration $62,338 $62,338
Total Expenditures $323,174 $337,932
ESTIMATED REVENUES
Special Benefit Assessment $323,714 $337,932
Total Revenues $323,714 $337,932
C-4 SPECIAL DEVELOPMENT
SBZ
2024/2025 2025/2026
ESTIMATED EXPENDITURES
Utilities $2,938 $2,938
Contract, Supplies, Renovation $14,801 $15,524
Administration $3,533 $3,533
Total Expenditures $21,272 $21,995
ESTIMATED REVENUES
Special Benefit Assessment $21,272 $21,995
Total Revenues $21,272 $21,995
BETTERAVIA PLAZA SBZ 2024/2025 2025/2026
ESTIMATED EXPENDITURES
Utilities $31,239
Contract, Supplies, Renovation $23,759
Administration $20,820
Total Expenditures $75,818
ESTIMATED REVENUES
Special Benefit Assessment $75,818
Total Revenues $75,818
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Annual Inflationary Adjustment (Assessment Range Formula) Pursuant to Article XIIID of the California Constitution (Proposition 218), any “new or increased assessments” require certain noticing and balloting requirements. However, Government Code Section 54954.6(a) provides that a “new or increased assessment” does not include “an assessment which does not exceed an assessment formula or ra nge of assessments...previously adopted by the agency or approved by the voters in the area where the assessment is imposed.” This definition of a new or increased assessment is reaffirmed in the Proposition 218 Omnibus Implementation Act, Government Code Section 53753.5.
As previously adopted and approved by the City Council, each fiscal year the maximum assessment rates established for the improvements in the previous fiscal year for the District and each Zone may be adjusted by the percentage increase of the Local Consumer Price Index (CPI). The Consumer Price Index used for the inflationary adjustment shall be for the Los Angeles - Riverside-Orange County Area for All Urban Consumers, as developed by U.S. Bureau of Labor Statistics. The CPI used shall be as determined by the Bureau of Labor Statistics for a similar period of time.
Each fiscal year the City shall identify the annual percentage change in the CPI, using the difference over a 12-month period between the current year and of the previous year as of January of each succeeding year. This percentage difference shall then establish the range of increase to the maximum assessment rates allowed. If the percentage change in the CPI is negative, the maximum assessment rates shall not be adjusted from the previous fiscal year (unchanged). Should the Bureau of Labor Statistics revise such index or discontinue the preparation of such index, the City may use the revised index or comparable system as approved by the City Council for determining fluctuations in the cost of living.
The percentage change in CPI from December 202 3 to December 2024 as reported by the U.S. Bureau of Labor Statistics was 3.4 percent. Therefore, the maximum assessment rates for fiscal year 2025/2026 will be increased by 3.4 percent over the maximum assessment rates for fiscal year 2024/2025. - 26 -
Part IV – District/Zone Diagrams
The following section contains a series of diagrams showing the boundaries of Santa Maria Landscape Maintenance Assessment District No. DS -11 and the Zones therein for Fiscal Year 2025/2026. In addition to depicting the boundaries of the Zones, the diagrams also provide a visual depiction of the general location of the improvement areas being funded and maintained within the District and Zones. All parcels that will receive a special benefit from the improvements provided within the District and ea ch respective Zone consist of the lots, parcels and subdivisions of land within the boundaries of the District and/or Zones as depicted by these diagrams and the lines and dimensions of those lots, parcels and subdivisions of land shall be those lines and dimensions shown on the Santa Barbara County Assessor’s parcel maps for the current fiscal year and by reference the Santa Barbara County Assessor’s parcel maps are incorporated herein and made part of this Report. These diagrams along with the Assessment Roll incorporated in Part V of this Report constitute the District Assessment Diagram for Fiscal Year 2025/2026.
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District Boundary Diagram
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District Improvement Diagram (Northern Section)
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District Improvement Diagram (Southern Section)
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Westgate Ranch Special Benefit Zone
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Cherrywood Special Benefit Zone
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Coyway Special Benefit Zone
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Rose Garden Village Special Benefit Zone
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Stowell Center Plaza Special Benefit Zone
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Acquistapace Special Benefit Zone
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Village at Westgate Ranch Special Benefit Zone
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C-4 Development Special Benefit Zone
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Part V - Assessment Rolls
Due to the number of parcels in the District, the Assessment Roll for fiscal year 2025/2026 (a listing of the parcels to be assessed within this District along with the assessment amounts) has been filed with the City Clerk in an electronic format and is, by reference, made part of this Report. The proposed Assessment Roll shall be available for public inspection in the City Clerk’s Office during normal office hours.
The Assessment Roll identified the parcels within the District that are assessed for special benefits and their corresponding assessment amount(s) for fiscal year 2025/2026. Each par cel listed on the Assessment Roll is currently shown and illustrated on the County Assessor's Roll and the County Assessor’s Parcel Number Maps (APN maps). These records are, by reference, made part of this Report and shall govern for all details concerning the description of the lots or parcels. All assessments presented on the assessment roll are subject to change as a result of parcel changes made by the County including parcel splits, parcel merges or development changes that occur prior to the County A ssessor's Office securing the final roll and generating tax bills for fiscal year 2025/2026.
EXHIBIT D
Annual Engineer’s Report
Fiscal Year 2025/2026
Southeast South Miller and South College Drive Landscape Maintenance Assessment District No. DS-6
Incorporating Special Benefit Zones:
Crossroads Commercial
Crossroads Residential
Bradley Square
Enos Ranch Commercial
Enos Ranch Residential
Intent Meeting: May 6, 2025
Public Hearing: June 3, 2025
City of Santa Maria
110 E. Cook Street
Santa Maria, CA 93454
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ENGINEER'S REPORT AFFIDAVIT
This Report and the enclosed descriptions, budgets and diagram outline the proposed improvements and assessments for Landscape Maintenance Assessment District No. DS-6 in the City of Santa Maria for Fiscal Year 2025/2026, which includes each lot, parcel, and subdivision of land within said District, as the same existed at the time of the passage of the Resolution of Intention. Reference is hereby made to the Santa Barbara County Assessor’s maps for a detailed description of the lines and dimensions of parcels within the District. The undersigned respectfully submits the enclosed Report as directed by the City Council.
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Table of Contents
INTRODUCTION ................................ ................................ ................................ ............. - 4 - Report Content and Annual Proceedings ................................ ................................ ... - 4 - PART I – PLANS AND SPECIFICATIONS ................................ ................................ ........... - 8 - Zones of Benefit ................................ ................................ ................................ ....... - 10 - Part II – Method of Apportionment ................................ ................................ ............ - 13 - Benefit Analysis ................................ ................................ ................................ ........ - 15 - Assessment Methodology ................................ ................................ ........................ - 17 - Part III – Estimate of Costs ................................ ................................ .......................... - 19 - Annual Inflationary Adjustment (Assessment Range Formula) ............................... - 22 - Part IV – District/Zone Diagrams................................ ................................ ................. - 23 - District Boundary Diagram ................................ ................................ ....................... - 24 - District Improvement Diagram (Northern Section) ................................ ................. - 25 - District Improvement Diagram (Southern Section) ................................ ................. - 26 - Crossroads Commercial Special Benefit Zone ................................ .......................... - 27 - Crossroads Residential Special Benefit Zone ................................ ........................... - 28 - Bradley Square Special Benefit Zone ................................ ................................ ....... - 29 - Enos Ranch Commercial and Residential Special Benefit Zone ............................... - 30 - Part V - Assessment Rolls ................................ ................................ ............................ - 32 -
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INTRODUCTION
The City of Santa Maria (“City”), under the provisions of the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code (“1972 Act”) and in accordance with the provisions of the California State Constitution, Article XIIID (“California Constitution”) annually levies and collects special assessments for the City’s maintenance assessment district designated as Southeast South Miller Street and College Drive Landscape Maintenance Assessment District No. DS-6 (hereafter referred to as “District”) to fund in whole or in part the maintenance and operation of landscaping improvements that provide special benefits to properties within the District.
The City Council on August 4, 1981, established the formation of the Southeast South Miller Street and South College Drive Landscape Maintenance District No. DS-6 for the purpose of financing the continued maintenance of the landscaping within the southeast quadrant of the City.
In accordance with the 1972 Act, the District also utilizes special benefit zones (“Zones”) to address variations in the nature, location, and extent of the improvements that provide special benefits to specific parcels and developments within the District. Within the boundaries of the District, some parcels may be assigned to a special benefit zone, each of which is associated with specific improvements that provide special benefit to properties within that Zone that are in addition to the improvements proportionally shared by properties throughout the District.
For Fiscal Year 2025/2026 in addition to the shared District improvements and assessments, parcels within the following Zones may be assessed for local improvements specific to the parcels and developments within each respective Zone:
Crossroads Commercial Special Benefit Zone,
Crossroads Residential Special Benefit Zone,
Bradley Square Special Benefit Zone,
Enos Ranch Commercial Special Benefit Zone,
Enos Ranch Residential Special Benefit Zone,
Report Content and Annual Proceedings
This Engineer’s Annual Report (the “Report”) has been prepared pursuant to Chapter 1, Article 4 and Chapter 3 of the 1972 Act, and presented to the City Council for their consideration and approval of the proposed improvements and services to be provided within the District and the levy and collection o f annual assessments related thereto for Fiscal Year 2025/2026. This Report outlines the District improvements, the special benefit zones, the method of apportionment, and proposed assessments to be levied in connection with the special benefits the proper ties will receive from the maintenance and servicing of the District improvements for Fiscal Year 2025/2026. The annual assessments to be levied on properties within the District provide a source of funding to fund in whole or in part, the continued - 5 -
operation and maintenance of the landscaping improvements and services to be provided by the District for the properties within the District and specified Zones for which the properties receive special benefits.
Each fiscal year, the City establishes the Distric t’s assessments based on an estimate of the costs to maintain, operate and service the authorized District improvements and based upon available revenues including assessment revenues, fund balances, general benefit contributions and any additional City contributions from available sources. The costs of the improvements and the proposed annual assessments budgeted and assessed against properties within the District may include, but are not limited to the estimated expenditures for regular annual maintenance and repairs; incidental expenditures related to the operation and administration of the District; deficits or surpluses from prior years; revenues from other sources; and the collection of funds for operational reserves and/or periodic repairs, replacemen ts and rehabilitation projects as authorized by the 1972 Act. The net annual cost to provide the improvements within the District plus each benefit Zone (if applicable) are allocated to the benefiting properties within the District and respective Zones as applicable, using a weighted method of apportionment (refer to Assessment Methodology in Section II, Method of Apportionment) that calculates the proportional special benefit and assessment for each parcel as compared to other properties that benefit from the District improvements and services. Thus, each parcel is assessed proportionately for only those improvements, services, and expenses for which the parcel will receive special benefit.
The word “parcel,” for the purposes of this Report, refers to an in dividual property assigned its own Assessor’s Parcel Number (“APN”) by the Santa Barbara County Assessor’s Office. The Santa Barbara County Auditor/Controller uses Assessor’s Parcel Numbers and specific Fund Numbers to identify properties to be assessed on the tax roll for the District assessments.
At a noticed annual Public Hearing, the City Council will accept all public comments and written protests regarding the District and the annual levy of assessments. Based on those public comments and written protests, the City Council may order amendments to the Report or confirm the Report as submitted.
Following final approval of the Report and confirmation of the assessments, the City Council will by Resolution, order the improvements to be made and confirm the levy and collection of assessments for Fiscal Year 2025/2026 pursuant to the 1972 Act. The assessments as approved will be submitted to the Santa Barbara County Auditor/Controller to be included on the property tax roll for each parcel.
As required by the 1972 Act, this Engineer’s Report describes the improvements to be provided, maintained, and serviced by the District, an estimated budget for the District improvements, and the proposed assessments to be levied upon each assessable lot or parcel within th e District for fiscal year 2025/2026.
Part I – Plans and Specifications: This section contains a general description of the District, special benefit zones (“Zones”), and the improvements and services that provide special benefits to the parcels within the District. The improvements, appurtenant facilities, and services that provide special benefits to the properties within the District and for which parcels are assessed may include, but not limited to the installation and maintenance of landscaping improvements within the public right-of-way of streets within - 6 -
the District, retention basins, parks, public facilities and related amenities as well as associated operational and incidental expenses, and the collection of fund balances authorized by the 1972 Act . The plans and specifications contained in this Report generally describe the nature and extent of the improvements. In conjunction with these general descriptions, a visual depiction of the improvements may be provided in the District Diagrams contained in Part IV of this Report. More detailed information regarding the specific plans and specifications associated with the District improvements and Zone improvements are on file in the City Engineer’s Office and by reference are made part of this Report.
Part II – Method of Apportionment: This section includes a discussion of the special and general benefits associated with the improvements to be provided within the District (Benefit Analysis). This section of the Report also outlines the basis upon which the estimated costs to provide such improvements has been apportioned to each parcel of land therein in proportion to the special benefits to be received. (the method of calculating each property’s proportional special benefit assessment). This method of apportionment is consistent with the previously approved and adopted method of apportionment for the District.
Part III – Estimate of Costs : Identifies the estimated annual funding costs (Budgets) required for the maintenance and operation of the improvements in the District and Zones authorized by the 1972 Act and deemed appropriate to support the improvements, including, but not limited to, annual maintenance and service expenses, utility costs, and related incidental expenses. For fiscal year 2025/2026 annual contract maintenance costs have increased by three percent (3.4%). Those improvements and/or costs determined to be of general benefit shall be funded by a City contribution. In addition to the general benefit costs, the City may provide additional funding to support the maintenance and operation of the improvements considered to be of special benefit, but City staff shall make the determination of which improvements, and the extent of the services and activities that shall be provided based on available revenues.
This section also identifies and outlines an Assessment Range Formula (inflationary adjust) previously approved and adopted for the District assessments that provides for an annual adjustment to the maximum assessment rates, which establishe s limits on future assessments, but also provides for reasonable cost adjustments due to inflation.
Part IV – District/Zone Diagrams: This section of the Report contains a series of diagrams showing the boundaries of the District and Zones for Fiscal Year 2025/2026 which incorporate the parcels determined to receive special benefits from the District improvements. These diagrams may also provide a visual depiction of the location of the improvements being maintained. The lines and dimensions of each lot, parcel, and subdivision of land contained in the District and Zone diagrams are inclusive of the parcels listed in “Part V - Assessment Roll” of this Report and the corresponding County Assessor’s Parcel Maps for said parcels as they existed at the time this Report was prepared and shall incorporate all subsequent subdivisions, lot -line adjustments, or parcel changes therein. Reference is hereby made to the Santa - 7 -
Barbara County Assessor’s maps for a detailed description of the lines and dimensions of each l ot and parcel of land within the District and Zones.
Part V – Assessment Roll: The assessment amounts to be levied and collected in fiscal year 2025/2026 for each parcel is based on the parcel’s calculated proportional special benefit as outlined in "Part II - Method of Apportionment" and the annual assessment rates established by the estimated budgets in "Part III - Estimate of Costs" of this Report. Due to the number of parcels within the District, the Assessment Roll for fiscal year 2025/2026 has been filed electronically with the City Clerk rather than displayed in this Report and by reference the listing of the Assessor’s Parcel Numbers and the corresponding assessment amounts are made part of this Report.
Note: If any section, subsection, sentence, clause, phrase, portion, zone, or subzone of this Engineer’s Report is, for any reason, held to be invalid or unconstitutional by the decision of any court of competent jurisdiction, such decision shall not affect the validity of the remaining provisions of this Engineer’s Report and each section, subsection, subdivision, sentence, clause, phrase, portion, zone, or subzone thereof, irrespective of the fact that any one or more sections, subsections, sentences, clauses, phrases, portions, zones, or subzones might subsequently be declared invalid or unconstitutional.
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PART I – PLANS AND SPECIFICATIONS
The purpose of this District is to provide in part through annual assessments, funding for the installation, operation, and maintenance of landscaping improv ements in specified parkways, medians, and roundabouts in the public right-of-way including street trees, and landscaping within specified public areas and public facilities including storm water retention basins that control subdivision water runoff, park s, and easements.
As authorized by the 1972 Act, the improvements provided by the District and associated with each Zone therein may incorporate various local landscaping improvements and related amenities that were either installed in direct connection with the development of properties within the District and each respective Zone or were installed for the benefit of those properties resulting from property development or potential development of those properties and are considered necessary elements for t he development of such properties to their full and best use and these improvements are maintained and serviced for the special benefit of real property within the District and/or Zones. The work to be performed within the District and each respective Zone may include but is not limited to (as applicable), the personnel, materials, equipment, electricity, water, contract services, repair and rehabilitation of the improvements and incidental expenses required to operate the District and provide the improvements and services.
Improvements provided within the District and/or Zone may include but are not limited to landscaping and related facilities and amenities located within designated street medians, parkway and streetscape side-panels, and entryways within the public right of ways or easements adjacent to public right of ways; and within public places including greenbelt areas, open spaces, and local parks within each respective Zone. These improvements may include, but are not limited to:
various landscape materials such as trees, turf, shrubs, vines, ground cover, annual or perineal plantings;
irrigation and drainage systems;
structural amenities such as monuments, specialty or ornamental lighting, block walls, retaining walls, or other fencing associated with the landscape areas; hardscapes including mulch, decomposed granite surfaces, stamped concrete, and pavers; recreational amenities within parks or greenbelts that may include benches, play structures, picnic or other recreational facilities, signage, and related appurtenances.
The maintenance of these improvements may include, but is not limited to the regularly scheduled mowing, trimming, pruning, fertilization, pest control, weed /graffiti abatement , and public safety ; installation, removal, replacement and rehabilitation of the landscaping, repair or replacement of irrigation or landscape drainage systems; and repair or replacement of hardscape improvements including sidewalks and recreational amenities. The Recreation and Parks Office shall authorize and schedule such maintenance and servicing as needed and based on available District and/or Zone funding.
Reference is made to the plans and specifications currently on file at the City Engineer's Office relating to the design, recommended materials, and level of maintenance concerning the facilities to be maintained. - 9 -
The plans show plant species, size, and their location. Specifications for the improvements comply with the Standard Specifications of the Public Works Department, the 2019 California Building Code, and the Recreation and Parks Department Landscape and Irrigation Standards. For Fiscal Year 2025/2026 the improvements maintained within the District and for which parcels receive special benefits include but is not limited to the following:
SE LANDSCAPE MAINTENANCE DISTRICT No. DS-6 TOTAL
SQFT.
Miller Medians – all medians south of Stowell Road 48,441 Lincoln Oaks – 1400 to 1500 South Miller on west side going south on Miller Street 98,885 Arbor Ridge – 1500 South Miller on west side going south on Miller Street to Battles Road 13,649
Newlove Frontage – South Miller east and west side from Battles to Newlove Lane and behind fence 41,040
Las Palmas – 1800 South Miller on west side going south on Miller Street from south of Newlove to corner of Inger Street 10,821
Driftwood Gardens – 1400 and 1500 South Miller easements and vines on Battles 21,576 Driftwood Gardens Basin—at Enos and Miller 72,071
Driftwood Meadows – 1800 and 1900 South Miller easements from Inger to Daniels on east side of Miller Street and basin on Inger 26,664 Driftwood Meadows Basin—at Inger and Miller 53,800
Celebration—1900 South Miller easements from Inger to Daniels on west side of Miller Street 1,460
First Christian Church – 1500 South College median by cemetery 6,731 Toys R Us & Edwards – 1400 to 1500 South Bradley medians 7,650 East Betteravia Medians – east of Broadway to Miller Street and east of Miller Street to end of Government Buildings, does not include Crossroads 13,989 Food 4 Less/Lucky Medians – 2400 block South Broadway 7,000 Casa Bonita – 2200 South Miller easements and Centerpoint easements (vines on walls) 9,217
Harvest Ranch – San Ysidro and Miller Street frontages, medians on Capistrano and bike path off La Purisima 12,490
Harvest Ranch Basin—at San Ysidro and Miller Streets 6,009 Toby Villas Basin—2500 South Miller 48,889
Toby Ranch – 2300 South Miller easement and East McCoy to end of street 59,454 Los Cabos (Rancho San Ysidro) – 2500 South Miller easements, vines located on San Ysidro from Miller Street going east bound to end of road and on San Ysidro 13,304 Los Cabos Basin—at McCoy and Miller 68,013
Knightbridge – 2500 South Miller easement, west-side of Miller Street 25,096 Santa Maria Way and South Miller Medians – intersection medians 10,252 Rolling Hills – 3100 Santa Maria Way easements and medians, small and large basins on Dauphin Street No mowing/edging 37,914
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Rolling Hills Basins-Two basins along Santa Maria Way 11,436 Sunrise Hills – easements on both north and south sides of Sunrise Drive east of Maramonte Park, medians on South College Street south of Sunrise Drive to McCloud Street and easement on both east and west sides of South College Street from Sunrise Drive to McCloud Street
137,203
Battles Bike Path 115,554
New Love Extension 4,520
Arborwalk – frontage on Miller north of McCoy Lane 23,356 Mission Creek median – Santa Maria Way south of Sunrise Drive 2,030 Betteravia Business Plaza – Daniel Street and Betteravia past the commercial 7,581 Oak Creek Condos – frontage on Miller 8,063
South Broadway Medians – south of Stowell to Betteravia 34,387 South College median north of Santa Maria Way—Paved median 3,762 Skyview Estates Enhanced Area 41,100
Centennial Square 7,687
Total Southeast Landscape Maintenance District No. DS-6 1,111,094
Zones of Benefit
In accordance with the 1972 Act, this District utilizes Zones to address variations in the nature, location, and extent of improvements that provide special benefits to specific parcels and developments within the District. Each Zone is associated with specific improvements and/or types of improvements that provide special benefit to properties within that Zone.
For Fiscal Year 2025/2026 the District includes seven (7) designated Zones. The boundaries of each Zone are based on the improvements to be maintained and the relationship and proximity of the developments and properties that derive special benefits from those specific improvement s. The following is a brief description and summary of the improvements associated within each Zone and for which parcels receive special benefits:
Crossroads Commercial Special Benefit Zone
Improvements associated with the Crossroads Commercial Special B enefit Zone include the public landscape easements that include medians on East Betteravia (east of government buildings), the medians on College, and the medians on Bradley; the roundabouts on College and Bradley (estimated 115,180 square feet); the Cross roads Bike Path (estimated 43,141 square feet); Crossroads Basin at College and Southside (estimated 366,187 square feet); Parcel 27 basin bottom (estimated 46,154 square feet); and Betteravia Road off -ramps at Highway 101 (estimated 95,105 square feet); c ollectively totaling an estimated 37,238 square feet of improvements that includes the maintenance of street trees and recreational elements within the drainage basins.
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Maintenance costs include labor, equipment, plant materials and supplies, graffiti remo val, renovation, utility costs, public safety, and District administration. The Crossroads Commercial Special Benefit Zone Assessment for fiscal year 2025/2026 will be $245,495.38 calculated based on the proportionate area each parcel occupies within the special benefit zone. This Zone assessment is imposed only upon parcels within the Zone that receive a special benefit over and above general benefits provided to other parcels located in the District.
The Crossroads Commercial parcels are also assessed the South Miller Street/South College Drive (Southeast) Landscape Maintenance District commercial assessment of $ 569.22 per assessment unit as detailed in Method of Apportionment provided in Part II of this Report.
Crossroads Residential Special Benefit Zone
The Crossroads Cottages I and II and the Crossroads Estates subdivisions comprise the Crossroads Residential Special Benefit Zone. Improvements associated with the Crossroads Residential Special Benefit Zone include an estimated 94,117 square feet of lan dscaped easements, landscaped drainage swale, landscaped bike trail, landscaped park sites, and specialty lighting.
Maintenance costs include labor, equipment, plant materials and supplies, graffiti removal, renovation, utility costs, public safety, and District administration. The Zone Assessment for fiscal year 2025/2026 will be $518.71 per assessment unit or tenant space. This Zone assessment is imposed only upon parcels within the Zone that receive a special benefit over and above general benefits provided to other parcels located in the District.
Crossroads Residential parcels are also assessed the South Miller Street/South College Drive (Southeast) Landscape Maintenance District residential assessment of $ 140.37 per assessment unit as detailed in Method of Apportionment provided in Part II of this Report.
Bradley Square Special Benefit Zone
Improvements associated with the Bradley Square Special Benefit Zone include the roundabout at McCoy and College; the roundabout at Bradley and McCoy; the frontage along McCoy Lane up to the proposed on-ramp; the frontage landscaping along Crossroads Lane, Bradley Road, College to Sunrise, San Ysidro, and Lewis Road; the medians on College; Fire Station 4 landscaping; park frontage along Hawkins, Leahy and Forbes, Leo Trujillo area and entire MPT adjacent to 101. Collectively, these improvement areas total an estimated 350,028 square feet.
Maintenance costs include labor, equipment, plant materials and supplies, graffiti removal, renovation, utility costs, public safety, and District administration. The Bradley Square Special Benefit Zone Assessment for fiscal year 2025/2026 will be $ 339.82 per assessor parcel number or tenant space. This Zone assessment is imposed only upon parcels within the Zone that receive a speci al benefit over and above general benefits provided to other parcels located in the District. - 12 -
The Bradley Square Special Benefit Zone parcels are also assessed the South Miller Street/South College Drive (Southeast) Landscape Maintenance District residential assessment of $140.37 per assessment unit as detailed in Method of Apportionment provided in Part II of this Report.
Enos Ranch Special Benefit Zone (Commercial and Residential) Collectively the Enos Ranch Commercial Special Benefit Zone and Enos Ranch Residential Special Benefit Zone benefit from the maintenance of improvements which provide special benefits to parcel with the zone(s) which may include but is not limited to the public landscape easements on Betteravia Road medians and north side, Bradley Rd and College from Betteravia to Battles including medians, both sides of Meehan and Shepard, the south side of Battles along the bike path, the pedestrian path from Inger to College and areas along the Southbound Hwy. 101 offramp(estimated 277,197 squ are feet); Enos Ranch basin and adjacent landscaped slope(estimated 140,804 square feet). Collectively, the Enos Ranch improvements total an estimated 418,001 square feet. Maintenance costs include labor, equipment, plant materials and supplies, graffiti removal, renovation, utility costs, public safety, and District administration. Enos Ranch Commercial Special Benefit Zone : Many retail businesses, restaurants, and car dealerships comprise this Special Benefit Zone. The Enos Ranch Special Benefit Zone accounts for costs to maintain improvements which provide special benefits to parcels within the zone. The Enos Ranch Commercia l Special Benefit Zone Assessment for fiscal year 2025/2026 will be $179,267.68 calculated based on the proportionate area each parcel occupies within the special benefit zone. This Zone assessment is imposed only upon parcels within the Zone that receive a special benefit over and above general benefits provided to other parcels located in the District.
The Enos Ranch parcels are also assessed the South Miller Street/South College Drive (Southeast) Landscape Maintenance District commercial assessment of $ 569.22 per APN or tenant space as detailed in Method of Apportionment provided in Part II of this Report.
Enos Ranch Residential Special Benefit Zone : The Easton Apartments comprise this residential Special Benefit Zone. The Enos Ranch Special Benefit Zone accounts for costs to maintain improvements which provide special benefits to parcels within the zone. Improvements associated with this Special Benefit Zone include the signature ten foot landscaped parkways, tree lined roadways, landscaped medians, and the historic Smith-Enos House and park site.
The Enos Ranch Residential Spe cial Benefit Zone Assessment for fiscal year 2025/2026 will be $206.19 per assessor parcel number or tenant space. This Zone assessment is imposed only upon parcels within the Zone that receive a special benefit over and above general benefits provided to other parcels located in the District.
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The Enos Ranch parcels are also assessed the South Miller Street/South College Drive (Southeast) Landscape Maintenance District residential tenant space assessment of $ 140.37 per residential unit as detailed in Method of Apportionment provided in Part II of this Report.
Skyview Estates Enhanced Area
The Skyview Estates Enhanced Area comprises the Northman Residential subdivision . Improvements associated with the Skyview Estates Enhanced Area include an estimated 41,100 square feet of landscaped medians, landscaped drainage swale, landscaped frontage, and landscaped park site.
Maintenance costs include labor, equipment, plant materials and supplies, graffiti removal, renovation, utility costs, public safety, and District administration. The Area Assessment for fiscal year 2025/2026 will be $524.50 per assessment unit or tenant space. This Area assessment is imposed only upon parcels within the Area that receive a special benefit over and above general benefits provided to other parcels located in the District.
Skyview Estates Enhanced Area parcels are also assessed the South Miller Street/South College Drive (Southeast) Landscape Maintenance Distric t residential assessment of $ 140.37 per assessment unit as detailed in Method of Apportionment provided in Part II of this Report.
Note: A visual depiction of the general location of the landscape improvement areas for the District and Zone boundaries are provided on the District Diagrams provided in Part IV of this Report.
Part II – Method of Apportionment
Legislative Requirements for Assessments
The estimated costs to provide the proposed improvements for Fiscal Year 2025/2026 have been identified and allocated to properties within the District and the Zones therein based on special benefit, consistent with the requirements of the 1972 Act and the assessment provisions of Proposition 218 (being contained in Article XIII D of the Cali fornia Constitution). The improvements provided by this District and for which properties are assessed are identified as local landscaping improvements in specified parkways, medians, and roundabouts in the public right-of-way including street trees, and landscaping within specified public areas and public facilities including storm water retention basins, parks, easements, and related amenities. The formulas used for calculating assessments and the designation of Zones herein reflect the composition of parcels within the District and the improvements and activities to be provided and have been designed to fairly apportion the cost of providing the improvements based on a determination of the proportional special benefits to each parcel. - 14 -
Provisions of the 1972 Act
The 1972 Act permits the establishment of assessment districts by agencies for the purpose of providing certain public improvements, including the acquisition, construction, installation and servicing of landscape improvements and related facilities. The 1972 Act requires that the cost of these improvements be levied according to benefit rather than assessed value:
Section 22573 defines the net amount to be assessed as follows:
“The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefits to be received by each such lot or parcel from the improvements.”