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HomeMy WebLinkAbout2016-07-12; City Council; Resolution 2016-1521 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 RESOLUTION NO. 2016-152 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFORNIA, CONFIRMING THE DIAGRAM AND ASSESSMENT AND PROVIDING FOR THE LEVY OF THE ANNUAL ASSESSMENT FOR FISCAL YEAR 2016-17 FOR STREET LIGHTING AND LANDSCAPING DISTRICT NO.2, A SPECIAL ASSESSMENT DISTRICT EXHIBIT 1 WHEREAS, the City Council of the City of Carlsbad, California, has initiated proceedings for the levy of the annual special assessment district pursuant to the terms of the Landscaping and Lighting Act of 1972 (Division 15, Part 2 of the State Streets Highways Code, commencing with Section 22500); the special assessment district is known and designated as Street Lighting and Landscaping District No. 2 (hereinafter referred to as the "Assessment District"); and WHEREAS, the Assessment District is an existing assessment district in which the maximum allowable assessment rates for each zone have been increased by the annual change in the San Diego County Consumer Price Index (CPI), as was approved by the City Council following a property owner vote, and the proposed assessments to be levied are less than or equal to the allowable maximum rates and; therefore, this Assessment District is exempt from the procedures pursuant to California Article XIIID § 5 (a); and WHEREAS, at this time, a public hearing has been held relating to the levy of the annual assessments, and the City Council is now satisfied with the assessment and diagram and all other matters as contained in the Engineer's Report dated June 15, 2016 (the "Engineer's Report") as now submitted for final consideration and approval and is attached as Attachment A. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Carlsbad, California as follows: 1. That the above recitations are true and correct. Item#14-AB#22,351 July 12, 2016 Page 4 of 34 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 2. That all protests and objections of every kind and nature be, and the same hereby are, overruled and denied. 3. That the final assessment and diagram for the proceedings, as contained in the Engineer's Report, are hereby approved and confirmed. 4. That the public interest and convenience requires and the City Council does hereby order the maintenance work to be made and performed as set forth in the Engineer's Report, and as previously declared and set forth in the Resolution of Intention. 5. That the assessments contained in the Engineer's Report for the next fiscal year are hereby confirmed and levied upon the respective lots or parcels of land in the Assessment District in the amounts as set forth in the final Engineer's Report. It is hereby further determined that all assessments have been apportioned properly in accordance with the benefits that each parcel receives from the proposed maintenance works of improvement. 6. That the above-referenced diagram and assessment shall be filed in the office of the City Clerk, with a certified copy to be filed in the office of the Finance Department. Said diagram and assessment, and the certified copy thereof, shall be open for public inspection. 7. That the Finance Department is hereby ordered and directed to file a certified copy of the diagram and assessment with the San Diego County Auditor. Said filing is to be made no later than the third Monday in August, or as required by the County of San Diego. Item#14-AB#22,351 July 12, 2016 Page 5 of 34 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 Ill Ill Ill Ill Ill Ill Ill Ill Ill Ill Ill Ill 8. That after the filing of the diagram and assessment, the County of San Diego Auditor shall enter on the County of San Diego Assessment Roll, opposite each lot or parcel of land, the amount assessed thereupon. 9. The assessments shall be collected at the same time in the same manner as County of San Diego taxes are collected, and all laws providing for the collection and enforcement of County of San Diego taxes shall apply to the collection and enforcement of the assessments. 10. That the assessments as above authorized and levied for these proceedings will provide revenue and relate to the fiscal year commencing July 1, 2016 and ending June 30, 2017. Item#14-AB#22,351 July 12, 2016 Page 6 of 34 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council of the City of Carlsbad on the 12th of July, 2016, by the following vote to wit: AYES: Hall, Wood, Schumacher, Blackburn, Packard. NOES: None. ABSENT: None. (SEAL) Item#14-AB#22,351 July 12, 2016 Page 7 of 34 ATIACHMENT A CITY OF CARLSBAD STREET LIGHTING AND LANDSCAPING DISTRICT NO. 2 FINAL ANNUAL ENGINEER'S REPORT FISCAL YEAR 2016-17 Prepared by: /4 . \·~ ------:,f,A'---+-+--K. Dennis Klingelho Harris & Associates RCE 50255 Exp. 6/30/17 June 15. 2016 Date Item#14-AB#22,351 July 12, 2016 Page 8 of 34 City of Carlsbad June 15, 2016 Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report -FY 2016-17 TABLE OF CONTENTS Report ............................................................................................................. 2 Part A -Plans and Specifications .............................................................. 3 Part B -Estimate of Cost ........................................................................... 5 Part C -Method of Apportionment of Assessment.. ................................... 8 Part D -Assessment Roll ........................................................................ 24 Part E -Assessment Diagram ................................................................. 24 Page 1 Item#14-AB#22,351 July 12, 2016 Page 9 of 34 City of Carlsbad Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report-FY 2016-17 FISCAL YEAR 2016-17 ENGINEER'S REPORT PREPARED PURSUANT TO THE PROVISIONS OF THE LANDSCAPING AND LIGHTING ACT OF 1972 SECTION 22500 THROUGH 22679 OF THE CALIFORNIA STREETS AND HIGHWAYS CODE, ARTICLE XIIID OF THE CALIFORNIA CONSTITUTION, AND THE PROPOSITION 218 OMNIBUS IMPLEMENTATION ACT (GOVERNMENT CODE SECTION 53750 ET SEQ.) June 15, 2016 Page 2 Pursuant to Landscaping and Lighting Act of 1972 (Part 2 of Division 15 of the Streets and Highways Code) (the "1972 Act"), Article XIIID of the California Constitution ("Article XIIID") and the Proposition 218 Omnibus Implementation Act (Government Code Section 53750 and following) (the "Implementation Act" and together with the 1972 Act and Article XIIID, the "Assessment Law") and in accordance with the Resolution of Initiation, adopted by the City Council of the City of Carlsbad, State of California, in connection with the proceedings for: STREET LIGHTING AND LANDSCAPING DISTRICT NO. 2 hereinafter referred to as the "Maintenance District" or "District", I, K. Dennis Klingelhofer, P.E., the authorized representative of Harris & Associates, the duly appointed ASSESSMENT ENGINEER, submit herewith the "Report" consisting of five (5) parts as follows: PART A-PLANS AND SPECIFICATIONS Contains a description of the improvements that are to be maintained or serviced by the District. PART 8-ESTIMATE OF COST Identifies the estimated cost of the services or maintenance to be provided by the District, including incidental costs and expenses in connection therewith. PART C -METHOD OF APPORTIONMENT Describes the basis on which the costs have been apportioned to each parcel of land within the Maintenance District, in proportion to the estimated special benefits to be received by such lots and parcels from the improvements to be maintained and serviced. PART D -ASSESSMENT ROLL Identifies the maximum assessment to be levied on each lot or parcel of land within the Maintenance District .to receive special benefits from the improvements to be maintained and serviced. PART E-ASSESSMENT DIAGRAM Contains a Diagram of the Maintenance District Boundaries showing the exterior boundaries of the Maintenance District, the boundaries of any zones within the Maintenance District and the lines and dimensions of each lot or parcel of land within the Maintenance District. Item#14-AB#22,351 July 12, 2016 Page 10 of 34 City of Carlsbad Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report-FY 2016-17 PART A PLANS AND SPECIFICATIONS June 15, 2016 Page 3 The improvements, which have been constructed or which may be subsequently constructed within and adjacent to the Maintenance District and that will be serviced and maintained, and the proposed maintenance and services are generally described as follows: DESCRIPTION OF IMPROVEMENTS TO BE MAINTAINED AND SERVICED The proposed improvements (collectively, the "Improvements") proposed to be maintained and serviced are generally described as follows: Landscaping and Appurtenant Improvements Landscaping improvements (collectively, the "Landscaping Improvements") include but are not limited to: landscaping, planting, shrubbery, trees, irrigation systems, hardscapes and fixtures in public street and sidewalk rights-of-way, including medians, parkways and other easements dedicated to the City of Carlsbad within the boundaries of the Maintenance District. Street Lighting and Appurtenant Improvements Street lighting improvements (collectively, the "Street Lighting Improvements") include but are not limited to: poles, fixtures, bulbs, conduits, conductors, equipment including guys, anchors, posts and pedestals, metering devices and appurtenant facilities as required to provide lighting and traffic signals in public street and sidewalk rights-of-way and other easements dedicated to the City of Carlsbad within the boundaries of the Maintenance District. The public lighting system shall be maintained to provide adequate illumination. Electricity for streetlights shall be furnished by San Diego Gas & Electric (SDG&E), and it shall be adequate for the intended purpose. Rates for power shall be those authorized by the California Public Utilities Commission. DESCRIPTION OF MAINTENANCE AND SERVICES Maintenance means the furnishing of services and materials for the ordinary and usual maintenance, operation and servicing of the Landscaping Improvements and the Street Lighting Improvements facilities and appurtenant facilities, including repair, refurbishment, removal or replacement of all or part of any of the Landscaping Improvements and the Street Lighting Improvements or appurtenant facilities; providing for the life, growth, health and beauty of the Landscaping Improvements, including cultivation, irrigation, trimming, spraying, fertilizing and treating for disease or injury; the removal of trimmings, rubbish, debris and other solid waste; and the cleaning, sandblasting, and painting of walls and other improvements to remove or cover graffiti. Servicing means the furnishing of water and electrical current or energy for the irrigation of the Landscaping Improvements and the maintenance of any Street Lighting Improvements or appurtenant facilities and the furnishing of electric current or energy, gas or other illuminating agent for the Street Lighting Improvements, or for the lighting or operation of the Landscaping Improvements or appurtenant facilities. The Street Lighting Improvements shall be maintained to provide adequate illumination. Electricity for streetlights shall be furnished by SDG&E, and it shall be adequate for the intended purpose. Rates for power shall be those authorized by the California Public Utilities Commission. Item#14-AB#22,351 July 12, 2016 Page 11 of 34 City of Carlsbad June 15, 2016 Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report-FY 2016-17 Page 4 The following provides descriptions of the Zones of Benefit within the Maintenance District: Zone 1 -Encompasses the Calavera Hills II Development and funds the operation and maintenance of street lighting, street trees, and medians. Zone 2 -Encompasses the Kelly Ranch Core Development and funds the operation and maintenance of street lighting and medians. Zone 3 -Encompasses the Oaks South Development and funds the operation and maintenance of street lighting, street trees and medians. Zone 4 -Encompasses the Thompson!Tabata Development and funds the operation and maintenance of street lighting, street trees, and medians. Zone 5 -Encompasses the Palomar Forum Development and the Carlsbad Raceway Development and funds the operation and maintenance of street lighting and medians. Zone 6 -Encompasses the Bressi Ranch Development and funds the operation and maintenance of street lighting, street trees, and medians. Zone 7 -Encompasses the La Costa Greens Development and funds the operation and maintenance of street lighting, street trees, and medians. Zone 8 -Encompasses the La Costa Ridge Development, including Village 2.6, and funds the operation and maintenance of street lighting, street trees, and medians. Zone 9 -Encompasses the Oaks North Business Park Development and funds the operation and maintenance of street lighting and street trees. Zone 10 -Encompasses the east village of the Robertson Ranch Development and funds the operation and maintenance of street lighting, street trees, and medians. Zone 11 -Encompasses the Oaks North Residential Development and funds the operation and maintenance of street lighting, street trees, and medians. Zone 12 -Encompasses the La Costa Town Square Development and funds the operation and maintenance of street lighting, street trees, and medians. Zone 13 -Encompasses the Fair Oaks Valley Development and funds the operation and maintenance of street lighting and street trees. Zone 14 -Encompasses the Quarry Creek Development and funds the operation and maintenance of street lighting and street trees. Zone 15 -Encompasses the Robertson Ranch East Village and funds the operation and maintenance of street lighting, street trees, and medians. The plans and specifications for the Improvements, showing the general nature, location and the extent of the Improvements, are on file in the city's Public Works Department and are by reference herein made a part of this report. Item#14-AB#22,351 July 12, 2016 Page 12 of 34 City of Carlsbad Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report -FY 2016-17 PARTB ESTIMATE OF COST June 15, 2016 Page 5 The estimated costs for the operation, maintenance and servicing of the Improvements, shown on the following page, are the estimated costs of maintenance if the Improvements were fully maintained for Fiscal Year 2016-17. The 1972 Act provides that the total cost of the maintenance and services, together with incidental expenses, may be financed from the assessment proceeds. The incidental expenses may include engineering fees, legal fees, printing, mailing, postage, publishing, and all other related costs identified with the district proceedings. Please see Part C of this Report for a description of Equivalent Dwelling Units (EDU's) and the apportionment formula. The Assessment Law requires that a special fund be set-up for the revenues and expenditures of the District. Funds raised by assessment shall be used only for the purpose as stated herein. The city may advance funds to the District, if needed, to ensure adequate cash flow, and will be reimbursed for any such advances upon receipt of assessments. Any surplus or deficit remaining on June 30 must be carried over to the next fiscal year. FY 2016-17 Budget O&M Repl. Total Form-FY 16-17 Assessed Unit Unit O&M/Repl. ation Adm in. Annual Quantity Cost Cost Costs Costs Costs Costs Zone 1 (Calavera Hills II) 40W Light 50 each $133.43 $172.66 $15,304 $0 $194 $15,498 * 100W Light 26 each $150.90 $154.66 $7,945 $0 $101 $8,046 ** Trees 0 each $97.50 $0 $0 $0 $0 *** Medians 37,558 sf $0.44 $0.51 $35,580 $0 $450 $36,030 Zone 2 (Kelly Ranch Core) $59,574 40W Light 54 each $133.43 $172.66 $16,529 $0 $209 $16,738 * 100W Light 6 each $150.90 $154.66 $1,833 $0 $23 $1,856 Medians 38,250 sf $0.44 $0.51 $36,235 $0 $459 $36,694 Zone 3 (The Oaks South) $55,288 ** 1 oow Light 0 each $168.47 $172.66 $0 $0 $0 $0 * 100W Light 7 each $150.90 $154.66 $2,139 $0 $27 $2,166 ** Trees 0 each $97.50 $0 $0 $0 $0 ** Medians o sf $0.44 $0.51 $0 $0 $0 $0 Zone 4 (Thompson/Tabata) $2,166 40W Light 45 each $133.43 $172.66 $13,774 $0 $174 $13,948 * 100W Light 8 each $150.90 $154.66 $2,444 $0 $31 $2,475 ** Trees O each $97.50 $0 $0 $0 $0 Medians 22,180 sf $0.44 $0.51 $21,012 $0 $266 $21,278 $37,701 * These lights are on arterial roadways, therefore the O&M and Repl. costs ha1.e been multiplied by 89.6% (This is to account for the 10.4% General Benefit for Arterial Roadways) ** These budgets are $0 due to HOA maintenance and servicing *** Portion of total median area attributable only to Cala1.era Hills II FY 16-17 Annual Cost/ EDU $47.40 I EDU $13.17 I EDU $0.00 I EDU $58.98 I EDU $37.32 I EDU $3.93 I EDU $79.04 I EDU $0.00 I EDU $4.31 I EDU $0.00 I EDU $0.00 I EDU $55.53 I EDU $9.86 I EDU $0.00 I EDU $84.71 I EDU **** 40W or 1 OOW lights are local to Non-Res properties in Zones 5 and 6 and costs are spread to those parcels only Item#14-AB#22,351 July 12, 2016 Page 13 of 34 City of Carlsbad Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report-FY 2016-17 FY 2016-17 Budget (cont'd) O&M Repl. Total Form- Assessed Unit Unit O&M/Repl. ation Quantity Cost Cost Costs Costs Zone 5 (Palomar Forum/Carlsbad Raceway) 40W Light 15 each $133.43 $172.66 $4,591 $0 **** 100W Light 4 each $168.47 $172.66 $1,365 $0 * 100W Light 14 each $150.90 $154.66 $4,278 $0 Medians 77,211 sf $0.44 $0.51 $73,144 $0 Zone 6 (Bressi Ranch) ** 100W Light O each $168.47 $172.66 $0 $0 **** 40W Light 25 each $133.43 $172.66 $7,652 $0 **** 1 oow Light 24 each $168.47 $172.66 $8,187 $0 * 100W Light 15 each $150.90 $154.66 $4,583 $0 ** Trees 0 each $97.50 $0 $0 Medians 81,510 sf $0.44 $0.51 $77,216 $0 Zone 7 (La Costa Greens) ** 100W Light 0 each $168.47 $172.66 $0 $0 ** Collector 100W Light O each $168.47 $172.66 $0 $0 * 100W Light 21 each $150.90 $154.66 $6,417 $0 ** Local Trees o each $97.50 $0 $0 ** Collector Trees 0 each $97.50 $0 $0 Medians 55,917 sf $0.44 $0.51 $52,971 $0 Zone 8 (La Costa Ridge) Collector 1 OOW Light 0 each $168.47 $172.66 $0 $0 * 100W Light 2 each $150.90 $154.66 $611 $0 Collector Trees 0 each $97.50 $0 $0 Medians 8,579 sf $0.44 $0.51 $8,127 $0 Zone 9 (Oaks North Business Park) 40W Light 18 each $133.43 $172.66 $5,510 $0 100W Light 17 each $168.47 $172.66 $5,799 $0 Trees 455 each $97.50 $44,361 $0 Zone 10 (Robertson Ranch) 40W Light 67 each $133.43 $172.66 $20,508 $0 * 100W Light 23 each $150.90 $154.66 $7,028 $0 ** Trees O each $97.50 $0 $0 Medians 66,500 sf $0.44 $0.51 $62,997 $0 Zone 11 (The Oaks North Residential) ** 100W Light O each $168.47 $172.66 ' $0 $0 ** Collector 1 OOW Light 0 each $168.47 $172.66 $0 $0 * 100W Light 12 each $150.90 $154.66 $3,667 $0 ** Trees 0 each $97.50 $0 $0 ** Collector Trees o each $97.50 $0 $0 ** Medians o sf $0.44 $0.51 $0 $0 ** Collector Medians O sf $0.44 $0.51 $0 $0 FY 16-17 Ad min. Annual Costs Costs $58 $4,649 $17 $1,382 $54 $4,332 $926 $74,070 $84,433 $0 $0 $97 $7,749 $104 $8,291 $58 $4,641 $0 $0 $977 $78,193 $98,874 $0 $0 $0 $0 $81 $6,498 $0 $0 $0 $0 $670 $53,641 $60,139 $0 $0 $8 $619 $0 $0 $103 $8,230 $8,849 $70 $5,580 $73 $5,872 $561 $44,922 $56,374 $260 $20,768 $89 $7,117 $0 $0 $797 $63,794 $91,679 $0 $0 $0 $0 $46 $3,713 $0 $0 $0 $0 $0 $0 $0 $0 $3,713 * These lights are on arterial roadways, therefore the O&M and Repl. costs ha1.e been multiplied by 89.6% (This is to account for the 10.4% General Benefit for Arterial Roadways) ** These budgets are $0 due to HOA maintenance and ser\.icing *** Portion of total median area attributable only to Cala1.era Hills II June 15, 2016 Page 6 FY 16-17 Annual Cost/ EDU $6.87 I EDU $9.04 I EDU $5.23 I EDU $89.28 I EDU $0.00 I EDU $8.69 I EDU $9.30 I EDU $3.07 I EDU $0.00 I EDU $51.66 I EDU $0.00 I EDU $0.00 I EDU $5.36 I EDU $0.00 I EDU $0.00 I EDU $44.22 I EDU $0.00 I EDU $1.95 I EDU $0.00 I EDU $25.91 I EDU $5.41 I EDU $5.69 I EDU $43.52 I EDU $39.18 I EDU $12.08 I EDU $0.00 I EDU $108.27 I EDU $0.00 I EDU $0.00 I EDU $7.99 I EDU $0.00 I EDU $0.00 I EDU $0.00 I EDU $0.00 I EDU **** 40W or 1 OOW lights are local to Non-Res properties in Zones 5 and 6 and costs are spread to those parcels only Item#14-AB#22,351 July 12, 2016 Page 14 of 34 City of Carlsbad Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report -FY 2016-17 FY 2016-17 Budget (cont'd) O&M Repl. Total Form- Assessed Unit Unit O&M/Repl. ation Quantity Cost Cost Costs Costs Zone 12 (La Costa Town Square) 40W Light 11 each $133.43 $172.66 $3,367 $0 Collector 40W Light 7 each $133.43 $172.66 $2,143 $0 * 100W Light 7 each $150.90 $154.66 $2,139 $0 ** Local Trees 0 each $97.50 $0 $0 ** Collector Trees 0 each $97.50 $0 $0 ** Arterial Trees 0 each $97.50 $0 $0 Medians 34,105 sf $0.44 $0.51 $32,308 $0 Zone 13 (Fair Oaks Valley) ** 40W Light 0 each $133.43 $172.66 $0 $0 ** Collector 1 DOW Light 0 each $168.47 $172.66 $0 $0 ** Local Trees 0 each $97.50 $0 $0 ** Collector Trees 0 each $97.50 $0 $0 Zone 14 (Quarry Creek) Collector 100W Light 0 each $168.47 $172.66 $0 $0 ** Collector Trees O each $97.50 $0 $0 Zone 15 (Robertson Ranch West Village) ** 40W Light 0 each $133.43 $172.66 $0 $0 ** Collector 40W Light o each $133.43 $172.66 $0 $0 ** Collector 1 OOW Light o each $168.47 $172.66 $0 $0 * 40W Light o each $119.52 $154.66 $0 $0 * 100W Light o each $150.90 $154.66 $0 $0 ** Local Trees 0 each $97.50 $0 $0 ** Collector Trees 0 each $97.50 $0 $0 + Arterial Trees 0 each $86.87 $0 $0 Medians o sf $0.44 $0.51 $0 $0 FY 16-17 Adm in. Annual Costs Costs $43 $3,410 $27 $2,170 $27 $2,166 $0 $0 $0 $0 $0 $0 $409 $32,717 $40,463 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Subtotal Annual Costs: $591,764 $0 $7,4ss I $599,252 I * These lights are on arterial roadways, therefore the O&M and Repl. costs ha1.e been multiplied by 89.6% (This is to account for the 10.4% General Benefit for Arterial Roadways) ** These budgets are $0 due to HOA maintenance and servicing *** Portion of total median area attributable only to Cala1.era Hills II + These trees are on arterial roadways, therefore the O&M costs ha1.e been multiplied by 89.1% (This is to account for the 10.9% General Benefit for Street Trees on Arterial Roadways) Administrative Costs District Formation Annual Administration County Levy Fee Replacement Reser1.e Fund Balance as of July 1 of Current FY Subtotal Administrative Costs: $0 $7,000 $488 $294,792 ($294,792) $7,488 FY 16-17 Annual Assessment: $599,252 June 15, 2016 Page 7 FY 16-17 Annual Cost/ EDU $53.28 I EDU $6.62 I EDU $6.02 I EDU $0.00 I EDU $0.00 I EDU $0.00 I EDU $90.99 I EDU $0.00 I EDU $0.00 I EDU $0.00 I EDU $0.00 I EDU $0.00 I EDU $0.00 I EDU $0.00 I EDU $0.00 I EDU $0.00 I EDU $0.00 I EDU $0.00 I EDU $0.00 I EDU $0.00 I EDU $0.00 I EDU $0.00 I EDU Item#14-AB#22,351 July 12, 2016 Page 15 of 34 City of Carlsbad Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report-FY 2016-17 PARTC METHOD OF APPORTIONMENT OF ASSESSMENT GENERAL June 15, 2016 Page 8 The 1972 Act permits the establishment of assessment districts by cities for the purpose of providing certain public improvements which include the construction, maintenance and servicing of street lights, traffic signals and landscaping facilities. Streets and Highways Code Section 22573 requires that maintenance assessments be levied according to benefit rather than according to assessed value. This section states: "The net amount to be assessed upon lands within 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." The 1972 Act permits the designation of zones of benefit within any individual assessment district if "by reason of variations in the nature, location, and extent of the improvements, the various areas will receive different degrees of benefit from the improvements." (Sec. 22574). Thus, the 1972 Act requires the levy of a true "assessment" rather than a "special tax." In addition, Article XIIID and the Implementation Act requires that a parcel's assessment may not exceed the reasonable cost for the proportional special benefit conferred on that parcel. Article XIIID and the Implementation Act further provides that only special benefits are assessable and the city must separate the general benefits from the special benefits. They also require that publicly owned properties which specially benefit from the improvements be assessed. SPECIAL BENEFIT ANALYSIS Proper maintenance and operation of the streetlights, street trees and street medians provides special benefit to adjacent properties by providing security, safety, and community character and vitality. Local Lighting. Special Benefit. The operation, maintenance and servicing of lighting along local streets in close proximity to certain lots or parcels provides a special benefit to such lots or parcels by providing illumination resulting in: 1) improved security of such lots or parcels, 2) improved ingress and egress from such lots or parcels by illuminating access after sunset, and 3) improved nighttime visibility for the local access of emergency vehicles. Local lighting consists of 100 watt lights. Street lights on or associated with traffic signals located at arterial-to-local connectors are considered to be 100% special benefit to those developments taking direct access at these intersections. General Benefit. There are no general benefits associated with local lighting. Arterial Lighting. Special Benefit. The operation, maintenance and servicing of arterial lighting provides a special benefit to each and every assessable lot or parcel within the development or Item#14-AB#22,351 July 12, 2016 Page 16 of 34 City of Carlsbad June 15, 2016 Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report....;. FY 2016-17 Page 9 vicinity which are adjacent to such lighting resulting in: 1) improved nighttime visibility for the access of emergency vehicles, and 2) improved safety and traffic circulation to and from parcels. Arterial lighting consists of 200 watt lights; however, special benefit is assigned consistent with local lighting wattage. General Benefit. The city recognizes that a portion of the maintenance, operation and servicing of those Street Lighting Improvements that are a part of the city's arterial lighting improvements provide a general benefit to the public at large, which equates to the higher level of lighting required on arterial roads. The general benefits associated with Arterial Lighting are attributable to the higher level of lighting required for an arterial roadway. That higher level of lighting provides a measure of safety for the additional width of the street. Local and collector roadways require only 9,500 lumen lights (typically 40 watt lights) and arterial roadways require 22,000 lumen lights (typically 100 watt lights). The amount of general benefit is established by multiplying the number of arterial streetlights currently in the city by the difference between the average annual electrical costs to illuminate a light on an arterial street and a local street. (Electrical costs are used in this comparison, as the personnel and replacement costs for the various lumens and wattages of lights are virtually the same.) The table below shows the calculation of the cost estimate for general benefit for streetlights. FY 2016-17 COST ESTIMATE COMPARISON OF ELECTRICAL COSTS FOR THE VARIOUS STREET LIGHTS WITHIN THE CITY Lamp Size Number Monthly Monthly Annual Annual General (Watts) Lights Rate Amount Amount Cost er Li ht Benefit Low wattage lights for collector streets: 40 4,825 $1.93 $9,312.25 $111,747.00 $23.16 $0.00 Subtotal-1 4,825 $111,747.00 $0.00 High wattage lights for arterial streets: 70 103 $3.39 $349.17 $4,190.04 $40.68 $1,804.56 85 39 $4.14 $161.46 $1,937.52 $49.68 $1,034.28 100 1,579 $4.85 $7,658.15 $91,897.80 $58.20 $55,328.16 150 553 $7.28 $4,025.84 $48,310.08 $87.36 $35,502.60 200 151 $9.70 $1,464.70 $17,576.40 $116.40 $14,079.24 250 15 $12.14 $182.10 $2,185.20 $145.68 $1,837.80 Subtotal-2 2,440 $166,097.04 $109,586.64 Total 7,265 $277,844.04 General Benefit= $109,586.64 FY 2016-17 Lighting Budget Amount $1,078,951 FY 2016-17 Public Parcel Contribution $28,000 Total Est. Cost Less Public Parcel Contribution* $1,050,951 !General Benefit Percentage 10.4%! * Based on prelininary budget estimates Therefore, 10.4% of the Street Lighting Improvements on the city's arterial roadways are considered general benefit, and only 89.6% of these Street Lighting Improvements will be used to estimate the special benefit costs. Item#14-AB#22,351 July 12, 2016 Page 17 of 34 City of Carlsbad Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report -FY 2016-17 June 15, 2016 Page 10 Streetlights on or associated with traffic signals located at arterial-to-arterial connectors are considered to be 100% general benefit. In addition to the above, streetlights fronting upon open space areas owned by governmental agencies and/or managed by a non-profit environmental trust and which are considered part of the major habitat core areas and/or linkages of the city's Habitat Management Plan shall be considered as having 100% general benefit. Street Landscaping. Special Benefit. Trees, landscaping, hardscaping and appurtenant facilities, if well maintained, provide beautification, shade and enhancement of the desirability of the surroundings, and therefore increase property value. • Street trees within the public street parkways provide special benefit to those properties directly adjacent to those tree-lined parkways. • Landscaping and hardscaping within medians in the public streets provide special benefit to those developments that are directly adjacent to the public medians. These medians are located in the arterial roadways. General Benefit. • There are no general benefits associated with local street trees. • Street trees along the arterial roadways provide aesthetic benefits to people walking through the city. Per the 2005 Traveler Opinion and Perception Survey conducted by the Federal Highway Administration, approximately 10.9% of all trips are considered Walking Trips. Therefore, 10.9% of the Street Tree Improvements of the city's arterial roadways are considered general benefit, and only 89.1 % of these Street Tree improvements will be used to estimate the special benefit costs. • Landscaping and hardscaping within medians in the arterial roadways provide only incidental aesthetic benefits to motorists travelling to, from or through the city. Therefore, it is deemed that there are no general benefits associated with the landscaped medians. Vehicular safety associated with the traffic channelization provided by raised medians is independent of the landscaping and hardscaping improvements funded through this Maintenance District. However, median curb replacement costs are included in the overall replacement costs for the medians. Because raised median curbs are required for both landscaping and traffic channelization, 50% of the median curb replacement costs have been removed from the budget. Benefit Zones Benefit Zones are used to differentiate between the different types of Improvements to be maintained and serviced within each such zone. There are currently twelve zones of benefit in this District. Zone 1 -Calavera Hills II The Calavera Hills II development is located in and around the intersection of Carlsbad Village Drive and College Boulevard and is comprised of villages of varying types of land uses that Item#14-AB#22,351 July 12, 2016 Page 18 of 34 City of Carlsbad Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report -FY 2016-17 June 15, 2016 Page 11 will receive special benefit from the street lighting, street trees and medians within and directly adjacent to the development. It is anticipated that the Home Owners Association ("HOA") will maintain the street trees. The city and the owners of the land within Calavera Hills II have an agreement to provide for the maintenance of the street trees by the HOA; therefore, annual assessments will be levied within Zone 1 for the maintenance of street trees only if (a) the HOA fails to maintain such street trees pursuant to the Agreement, (b) as a result of the failure of the HOA to maintain such street trees, the city is required to undertake such maintenance and (c) the HOA has failed to reimburse the city for the cost of such maintenance as required pursuant to the Agreement. Villages K, L-2, Wand X are comprised of single family detached ("SFD") units and have local streetlights and street trees within the public streets. Village X also has a 0.08-acre of non- residential ("Non-Res") land use that takes access off of College Boulevard. This property is a utility with no local streetlights or street tress adjacent to it. Villages E, U and Y are comprised of single family attached ("SFA"), apartment ("APT") units, and 1 acre of Non-Res land use, and do not have any local lighting or street trees. Village "Y" also has a 1.05-acre of Non-Res use. Village H is comprised of 2 acres of Non-Res use and does not have local lighting and street trees. All of the villages receive special benefit from the arterial street lighting on Carlsbad Village Drive, College Boulevard and Tamarack Avenue that is directly adjacent to these village areas. The entire Calavera Hills development (not just Calavera Hills II) benefits from the medians within College Boulevard and Carlsbad Village Drive within the boundaries of the development. An analysis has been performed to allocate the appropriate share of the medians to the Calavera Hills II development based on the assessment apportionment methodology shown in this Report. Zone 2 -Kelly Ranch Core The Kelly Ranch Core development is located southeast of the intersection of Cannon Drive and Faraday Avenue and is comprised of varying types of land uses that receive special benefit from the street lighting and medians within and directly adjacent to the development. The core development consists of SFD and APT units, 2.61 acres of Non-Res, a park and vacant property (future development details have not been determined) that have local streetlights in the public streets directly adjacent to them. All of these properties benefit from the local lights within this core development. There are an additional 5 SFD units planned for the Kirgis development, which is directly adjacent to Kelly Ranch and takes access through the development. A 2.63 acres site of Non-Res does not have local lighting. Part of this development also includes a city-owned 1.48-acre future wastewater pumping plant site taking access off of Cannon Road. This property is considered Non-Res utility property that has no local streetlights adjacent to it. Although this property is a utility with essentially no value, it does receive the arterial lighting special benefits; however, this utility property is not deemed to benefit from the landscaped median improvements. All of the development receives special benefit from the arterial street lighting and medians on Cannon Road. Item#14-AB#22,351 July 12, 2016 Page 19 of 34 City of Carlsbad Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report -FY 2016-17 Zone 3 -The Oaks South June 15, 2016 Page 12 The Oaks South development is located to the northeast of the intersection of Rancho Santa Fe Road and Camino de los Caches and is comprised of varying types of land uses that receive special benefit from the street lighting, street trees and medians within and directly adjacent to the development. It is anticipated that the HOA will maintain the street trees, local street lights and medians. The city and the owners of the land within the Oaks South have an Agreement to provide for the maintenance of such improvements by the HOA; therefore, annual assessments will be levied within Zone 3 for the maintenance of such improvements only if (a) the HOA fails to maintain such any such improvements pursuant to the Agreement, (b) as a result of the failure of the HOA to maintain any such Improvements, the city is required to undertake such maintenance and (c) the HOA has failed to reimburse the city for the cost of such maintenance as required pursuant to the Agreement. The development consists of SFD units, and 1.62 acres of Non-Res property that have local street lights and street trees in the public streets directly adjacent to them. All of the development receives special benefit from the arterial street lighting and medians on Rancho Santa Fe Road. The median improvements on Rancho Santa Fe Road extend into an open space area that separates The Oaks South from The Oaks North development. This median provides an aesthetic link between the two developments and therefore 50% of the costs of the medians within the open space area to the north of The Oaks South is apportioned to The Oaks South, and 50% is apportioned to The Oaks North. Zone 4 -Thompson I Tabata The Thompson/Tabata development is located along Poinsettia Lane west of Aviara Parkway and is comprised of varying types of land uses that benefit from the operation and maintenance of street lighting, street trees and medians within and directly adjacent to the development. It is anticipated that the HOA will maintain the street trees. The city and the owners of the land within the Thompson/Tabata property have an Agreement to provide for the maintenance of such improvements by the HOA; therefore, annual assessments will be levied within Zone 4 for the maintenance of street trees only if (a) the HOA fails to maintain such street trees pursuant to the Agreement, (b) as a result of the failure of the HOA to maintain such street trees, the city is required to undertake such maintenance and (c) the HOA has failed to reimburse the city for the cost of such maintenance as required pursuant to the Agreement. The development consists of SFD units that have local street lights and street trees in the public streets directly adjacent to them, and SFA units that take access off streets with local streetlights but do not have street trees directly adjacent to them. All of the development receives special benefit from the arterial street lighting and medians on Poinsettia Lane. The existing SFD property, Assessor's Parcel Number 214-170-81-00, is already assessed in Street Lighting and Landscaping District No. 1 and is therefore exempted from this District. Zone 5 -Palomar Forum I Carlsbad Raceway Zone 5 includes two non-residential developments that are directly adjacent to each other, Palomar Forum and Carlsbad Raceway. Item#14-AB#22,351 July 12, 2016 Page 20 of 34 City of Carlsbad Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report -FY 2016-17 June 15, 2016 Page 13 The Palomar Forum development is located along the northerly side of Palomar Airport Road, east of Melrose Drive, and is comprised of 51.63 acres of Non-Res and 1. 71 acres of Park that have 100 watt local street lights in the public streets directly adjacent to them. The Carlsbad Raceway development is located north of Palomar Airport Road and west of Business Park Drive and is comprised of 86.22 acres of Non-Res that has 200 watt local street lights in the public street directly adjacent to them. Both developments receive special benefit from the arterial street lighting and medians on Melrose Drive and Palomar Airport Road. Zone 6 -Bressi Ranch The Bressi Ranch development is located on the southeast corner of Palomar Airport Road and El Camino Real. It is comprised of varying types of land uses that receive special benefit from the street trees, medians, street lighting within and directly adjacent to the development. The entire development benefits from the street lighting within and directly adjacent to the development, except the residential estate area that has private streets and so does not have any local public street light benefits. It is anticipated that the HOA will maintain the local streetlights and the street trees within the residential areas and the medians in Poinsettia Lane. The city and the owners of the land within Bressi Ranch have an Agreement to provide for the maintenance of such improvements by the HOA; therefore, annual assessments will be levied within Zone 6 for the maintenance of the local street lights only if (a) the HOA fails to maintain such any such street lights pursuant to the Agreement, (b) as a result of the failure of the HOA to maintain any such Improvements, the city is required to undertake such maintenance and ( c) the HOA has failed to reimburse the city for the cost of such maintenance as required pursuant to the Agreement. The development consists of SFD units and 8 Parks that have trees and local street lights in the public streets directly adjacent to them. There are SFA units that have local street lights adjacent to them, but do not have street trees directly adjacent to them. There are 25 SFD estate units on private streets, with no public local street lights or street trees. There are also 148. 71 acres of Non-Res development that have 40 watt and 100 watt local lighting adjacent to them. All of the development receives special benefits from medians in Palomar Airport Road, El Camino Real, and Poinsettia Lane. Zone 7 -La Costa Greens The Greens development is located on the northeast corner of Alga Road and El Camino Real. It is comprised of varying types of land uses that receive special benefit from the street trees, medians, street lighting within and directly adjacent to the development. There is a 12.77 acre School, a total of 7.6 acres of Park, 86 SFA units, and 591 SFD units that all have local trees and local street lights in the public streets directly adjacent to them. There is 14.96 acres of Non-Res and 44 SFA units that have local street trees, but do not have local street lights, in the streets directly adjacent to them. There are 64 SFD units on private streets, with no public local street lights or street trees. There are 180 APT units, a Pump Station, and a Golf Course that are within the development and are taken into consideration when spreading the special benefits, but are not part of this district and are assessed in Street Lighting and Landscaping District No. 1. Item#14-AB#22,351 July 12, 2016 Page 21 of 34 City of Carlsbad Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report -FY 2016-17 June 15, 2016 Page 14 Street trees and street lights along Alicante Road are classified as Collector Trees and Collector 1 OOW Lights. The annual cost to maintain these trees and street lights will be spread among the development areas that are directly adjacent to and take access from Alicante Road. It is anticipated that the HOA will maintain the local streetlights and the street trees within the residential areas and the medians within Poinsettia Lane. The city and the owners of the land within the Greens have an Agreement to provide for the maintenance of such improvements by the HOA; therefore, annual assessments will be levied within Zone 7 for the maintenance of the local street lights and the medians only if (a) the HOA fails to maintain such any such street lights and medians pursuant to the Agreement, (b) as a result of the failure of the HOA to maintain any such Improvements, the city is required to undertake such maintenance and (c) the HOA has failed to reimburse the city for the cost of such maintenance as required pursuant to the Agreement. The entire development receives special benefit from the arterial street lighting on El Camino Real, Alga Road, and Poinsettia Lane. All of the development receives special benefits from medians in El Camino Real, Alga Road, and Poinsettia Lane. Zone 8 -La Costa Ridge The Ridge development is located east of El Fuerte Street, south of Alga Road, west of Rancho Santa Fe Road, and northwest of San Marcos Creek. It is comprised of residential land uses that receive special benefit from the medians and street lighting directly adjacent to the development. There are 262 SFD units on private streets, with no public local street lights or street trees directly adjacent to them. In Village 2.6, there are 53 SFD units and a 0.18 acre park on private streets, with no public local street lights or street trees within this area. There are also 2 acres of Non-Res parcels within the development that are taken into consideration when spreading the special benefit, but are not part of this district and are assessed in Street Lighting and Landscaping District No. 1. Though the streets within the Ridge development are private, the entire development receives special benefit from the collector street lighting directly adjacent to the development on El Fuerte Street along the westerly side of the development and the public portion of Corintia Street on the easterly side of the development. Village 2.6 is the only portion of the Ridge development that benefits from the street trees on the public portion of Corintia Street on the westerly side of Village 2.6. It is anticipated that the HOA will maintain the local streetlights and the street trees within the residential areas. The city and the owners of the land within the Ridge have an Agreement to provide for the maintenance of such improvements by the HOA; therefore, annual assessments will be levied within Zone 8 for the maintenance of the local street lights and street trees only if (a) the HOA fails to maintain such any such street lights pursuant to the Agreement, (b) as a result of the failure of the HOA to maintain any such Improvements, the city is required to undertake such maintenance and (c) the HOA has failed to reimburse the city for the cost of such maintenance as required pursuant to the Agreement. Item#14-AB#22,351 July 12, 2016 Page 22 of 34 City of Carlsbad Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report-FY 2016-17 June 15, 2016 Page 15 All of the development receives special benefit from the arterial street lighting and medians in Alga Road and Rancho Santa Fe Road. Zone 9 -Oaks North Business Park The Oaks North Business Park is located north of Palomar Airport Road, abutting the City of Vista on the north and east sides of the development. It is comprised of industrial and commercial land uses that receive special benefit from the street lighting and street trees within and directly adjacent to the development. There are 172.05 acres of non-residential use parcels with public local street lights and street trees within and directly adjacent to them. There is also 219.50 acres of open space. The development is not adjacent to any arterial roads, and therefore does not receive special benefit from arterial street lights or medians. Zone 10 -Robertson Ranch (East Village) The Robertson Ranch East Village development is located on the north east corner of Cannon Road and College Boulevard. It is comprised of varying types of land uses that receive special benefit from the street trees, street lighting, and medians within and directly adjacent to the development. The development consists of 78 APT units, 84 SFA units, 320 SFD units, a total of 2.02 acres of designated recreation areas, and a 15.51 acre Fire Station that all have local trees and local street lights in the public streets directly adjacent to them. There are anticipated to be 23 SFD units and a 0.44 acre Park that is part of the Robertson Ranch West Village, but will be directly adjacent to the East Village and take access off of Cannon Road and Wind Trail Way. There is a 3.2 acre unplanned area and a 2.84 Water Quality Facility that do not have public local street lights or street trees. It is anticipated that the HOA will maintain the local street trees. The city and the owners of the land within Robertson Ranch have an Agreement to provide for the maintenance of such improvement by the HOA; therefore, annual assessments will be levied within Zone 10 for the maintenance of the local street trees only if (a) the HOA fails to maintain such any such street trees and medians pursuant to the Agreement, (b) as a result of the failure of the HOA to maintain any such Improvements, the city is required to undertake such maintenance and (c) the HOA has failed to reimburse the city for the cost of such maintenance as required pursuant to the Agreement. The entire development receives special benefit from the arterial street lighting and medians on College Blvd and Cannon Rd. Zone 11 -Oaks North Residential The Oaks North Residential Development is located south west of the intersection at Rancho Santa Fe Rd and Questhaven Road, abutting the open space area that separates the Oaks North development from the Oaks South development. It is comprised of residential and non- residential land uses that receive special benefit from the street lighting, street trees, and medians within and directly adjacent to the development. It is anticipated that the HOA will maintain the local streetlights and the street trees, and the medians within the residential areas. The city and the owners of the land within the Oaks North Item#14-AB#22,351 July 12, 2016 Page 23 of 34 City of Carlsbad Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report -FY 2016-17 June 15, 2016 Page 16 have an Agreement to provide for the maintenance of such improvements by the HOA; therefore, annual assessments will be levied within Zone 11 for the maintenance of the local street lights and street trees only if (a) the HOA fails to maintain such any such street lights pursuant to the Agreement, (b) as a result of the failure of the HOA to maintain any such Improvements, the city is required to undertake such maintenance and (c) the HOA has failed to reimburse the city for the cost of such maintenance as required pursuant to the Agreement. There are 284 SFD units and a 2.26 acre park on public streets, with local street lights and street trees within and directly adjacent to them. There are a total of 168 APT units, a 5.71 acre RV Parking lot, and 43 SFD units on private streets, with no public local street lights or street trees. All of the development receives special benefit from the collector street lighting, street trees, and medians on San Elijo Road and Avenida Soledad All of the development receives special benefit from the arterial street lighting and medians on Rancho Santa Fe Road. The median improvements on Rancho Santa Fe Road extend into an open space area that separates The Oaks South from The Oaks North development. This median provides an aesthetic link between the two developments and therefore 50% of the costs of the medians within the open space area to the south of The Oaks North is apportioned to The Oaks North, and 50% is apportioned to The Oaks South. Zone 12 -La Costa Town Square The La Costa Town Square development is located on the north east corner of La Costa Avenue and Rancho Santa Fe Road. It is comprised of varying types of land uses that receive special benefit from the street trees, street lighting, and medians within and directly adjacent to the development. There are 63 SFDs that all have local street lights and trees in the public streets directly adjacent to them. There is are 43.61 acres Non-Res development and 32 SFDs that do not have public local street lights or street trees. Street trees and street lights along La Costa Avenue are classified as Collector Trees and Collector 40W lights. The La Costa Town Square development is on the north side of La Costa Avenue and will benefit from the street lights along La Costa Avenue, therefore 50% of the street lights along La Costa Avenue have been apportioned to the La Costa Town Square. All the trees in La Costa Avenue directly adjacent to the La Costa Town Square have been apportioned to the La Costa Town Square. The annual cost to maintain these trees and street lights will be spread among the development areas that are directly adjacent to and take access from La Costa Avenue. These include the SFD and Non-Res development areas. It is anticipated that the HOA will maintain the street trees. The city and the owners of the land within La Costa Town Square have an Agreement to provide for the maintenance of such improvements by the HOA; therefore, annual assessments will be levied within Zone 12 for the maintenance of the trees only if (a) the HOA fails to maintain such any such street lights and trees pursuant to the Agreement, (b) as a result of the failure of the HOA to maintain any such Improvements, the city is required to undertake such maintenance and (c) the HOA has failed to reimburse the city for the cost of such maintenance as required pursuant to the Agreement. The entire development also benefits from arterial lighting and medians Rancho Santa Fe Road. There will be approxi~ately 1,795 linear feet of medians in Rancho Santa Fe Road Item#14-AB#22,351 July 12, 2016 Page 24 of 34 City of Carlsbad Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report-FY 2016-17 June 15, 2016 Page 17 along the south east side of the development (which equals approx. 34,105 sf of medians based on a typical 19' width). The La Costa Town Center development is on both the north and south side of Rancho Santa Fe Road and will benefit from the improved aesthetics of the medians; therefore the entire benefit from the medians in Rancho Santa Fe Road is apportioned to the La Costa Town Square. Zone 13 -Fair Oaks Valley The Fair Oaks Valley development is located to the east of the La Costa Oaks development. It is comprised of residential land uses that receive special benefit from the street trees and street lighting within the development. There are 49 SFDs that all have local 40W street lights and trees in the public streets directly adjacent to them. Street trees and street lights along Camino Junipero are classified as Collector Trees and Collector 1 OOW lights. The annual cost to maintain these trees and street lights will be spread among the entire development because the entire development takes access from Camino Junipero. However, should the street be extended beyond the Fair Oaks Valley development, then the benefits to the development will be revaluated. It is anticipated that the HOA will maintain the street trees and street lights. The city and the owners of the land within Fair Oaks Valley have an Agreement to provide for the maintenance of such improvements by the HOA; therefore, annual assessments will be levied within Zone 13 for the maintenance of the trees and lights only if (a) the HOA fails to maintain such any such street lights and trees pursuant to the Agreement, (b) as a result of the failure of the HOA to maintain any such Improvements, the city is required to undertake such maintenance and (c) the HOA has failed to reimburse the city for the cost of such maintenance as required pursuant to the Agreement. Zone 14 -Quarry Creek The Quarry Creek development is located south of Haymar Road. It is comprised of residential land uses that receive special benefit from the street trees and street lighting within the development. There are anticipated to be an 89 unit APT, 352 SFDs, 0.9 acre parking lot and 5.2 acres of Parks that will benefit from street trees and street lights located in the public collector roadways within the development. Street trees and street lights along Hayward Street and Street A, Street B, Street D, Street E are classified as Collector Trees and Collector 1 OOW lights. The annual cost to maintain these trees and street lights will be spread among the entire development because the entire development takes access from these streets. It is anticipated that the HOA will maintain the street trees. The city and the owners of the land within Quarry Creek have an Agreement to provide for the maintenance of such improvements by the HOA; therefore, annual assessments will be levied within Zone 14 for the maintenance of the trees only if (a) the HOA fails to maintain such any such trees pursuant to the Agreement, (b) as a result of the failure of the HOA to maintain any such Improvements, the city is required to undertake such maintenance and (c) the HOA has failed to reimburse the city for the cost of such maintenance as required pursuant to the Agreement. Item#14-AB#22,351 July 12, 2016 Page 25 of 34 City of Carlsbad Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report -FY 2016-17 Zone 15 -Robertson Ranch West Village June 15, 2016 Page 18 The Robertson Ranch West Village development is located on the north east corner of El Camino Real and Tamarack Avenue. It is comprised of varying types of land uses that receive special benefit from the street trees, street lighting, and medians within and directly adjacent to the development. There are anticipated to be a total of 1.66 acres of designated recreation areas in Planning Area 6 and a total of 173 SFD units in Planning Areas 3 and 6 that have local street lights and trees in the public streets directly adjacent to them. There are anticipated to be a total of 364 APT units in Planning Areas 7 and 8, 14.85 acres of Non-Res in Planning Area 11, 1.20 acres of designated recreation areas in Planning Area 4 are on designated collector streets, and therefore are not considered to have any local street lights or street trees directly adjacent to them. There are anticipated to be 0.40 acres of Park in Planning Area 9/10 and 111 SFD units in Planning Areas 5 and 9/10 that are on private streets, and therefore are not considered to have any local street lights or trees directly adjacent to them. There is anticipated to be a 1. 78 acres of designed Non-Res in Planning Area 2 that is located off of El Camino Real that does not benefit from local or collector street lighting or trees. Robertson Road (from Tamarack Avenue to the landscaping circle and from Wellspring Street to West Ranch Street), West Ranch Street, and the public portion of Gage Drive are designated as Collector Streets. The street lights and street trees along these streets are classified as Collector 40W Lights, Collector 1 OOW Lights, and Collector Trees. The annual cost to maintain these collector improvements will be spread among the development areas that are directly adjacent to and take access from the Collector Streets. The Non-Res in Planning Area 2 does not receive special benefit from the trees and lights on the Collector Streets. It is anticipated that the HOA will maintain the local lighting and street trees. The city and the owners of the land within Robertson Ranch have an Agreement to provide for the maintenance of such improvements by the HOA; therefore, annual assessments will be levied within Zone 15 for the maintenance of the local street lights and trees only if (a) the HOA fails to maintain such any such street lights and trees pursuant to the Agreement, (b) as a result of the failure of the HOA to maintain any such Improvements, the city is required to undertake such maintenance and ( c) the HOA has failed to reimburse the city for the cost of such maintenance as required pursuant to the Agreement. The entire development receives special benefit from the arterial street lighting on El Camino Real and Tamarack Avenue. The entire development also benefits from medians in El Camino Real and Tamarak Avenue. There will be approximately 44,726 square feet of medians in El Camino Real along the south side of the development and approximately 1,440 square feet of medians in College Blvd along the easterly side of the development. The Roberson Ranch West Village is on the north side of El Camino Real and the east side of Tamarak Avenue. The developments on the opposite sides of El Camino Real and Tamarak Avenue will benefit from the improved aesthetics of the medians directly adjacent to this property; therefore 50% of the benefit for the medians in El Camino Real and Tamarak Avenue is apportioned to the Robertson Ranch West Village (22,363 sf of medians in El Camino Real and 720 sf of medians in Tamarak Avenue). Item#14-AB#22,351 July 12, 2016 Page 26 of 34 City of Carlsbad Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report -FY 2016-17 ASSESSMENT APPORTIONMENT AND RATES Equivalent Dwelling Units June 15, 2016 Page 19 To establish the special benefit to the individual parcels within the District, an Equivalent Dwelling Unit system is used. Each parcel of land is assigned Equivalent Dwelling Units ("EDUs") in proportion to the estimated special benefit the parcel receives relative to the other parcels within the District from the streetlights, street trees and medians. The single-family detached (SFD) residential parcel has been selected as the basic unit for calculation of assessments; therefore, the SFD residential parcel is defined as one Equivalent Dwelling Unit (EDU). A methodology has been developed to relate all other land uses to the SFD residential land use as described below. Single Family Attached (SFA) Residential. SFA residential uses, including condominiums, are given a factor of 0.80 EDU per dwelling unit. Based on data from representative cities in Southern California, the SFA residential factor of 80 percent is determined by the statistical proportion of relative trip generation from various types of residential uses, in combination with population density per unit. Apartment (APT) Residential. APT residential uses, also known as multi-family residential uses, are given a factor of 0.60 EDU per dwelling unit. Based on data from representative cities in Southern California, the APT residential factor of 60 percent is determined by the statistical proportion of relative trip generation from various types of residential uses, in combination with population density per unit. Non-Residential (Non-Res). In converting improved non-residential properties to EDUs, the factor used is the City of Carlsbad average size for a SFD residential lot, which is 1 dwelling unit per 7,500 sq. ft, or approximately 6 dwelling units per acre. Therefore, Non-Res parcels will be assessed 6 EDU per acre or any portion thereof. Vacant/Parks. Parcels that are designated for parks or parcels that are developable but do not have a finalized development map are assessed based upon the acreage of the parcel. These properties receive special benefits based on their land, as this is the basis of their value. Based upon the opinions of professional appraisers, appraising current market property values for real estate in Southern California, the land value portion of a property typically ranges from 20 to 30 percent of the property's total value. Additionally, the utilization of vacant property is significantly less than improved property and vacant property has a traffic generation rate of 0. Therefore, vacant parcels (and park parcels) will be assessed at the rate of 25% of Non-Res properties, or 1.5 EDU per acre or any portion thereof. Open Space. Parcels designated as open space do not receive special benefits from the Improvements and are therefore exempt from the assessment. The following table summarizes the EDU formula described above. Item#14-AB#22,351 July 12, 2016 Page 27 of 34 City of Carlsbad Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report -FY 2016-17 EDU Formula Land Use Single Family Detached Res (SFD) Single Family Attacheq Res (SFA) Apartments (APT) Developed Non-Residential (Non-Res) Vacant I Park Open Space DU = Dwelling Unit June 15, 2016 Page 20 EDU Rate 1.0 I DU 0.8 I DU 0.6 I DU 6.0 I acre 1.5 I acre 0.0 I acre The following tables provide the EDU's for the various types of special benefits associated with each Zone, FY 2016-17 budget rates and the calculated maximum assessment rates for FY 2016- 17. The FY 2016-17 assessment rate will be the lesser of the budget rate and the maximum rate. Item#14-AB#22,351 July 12, 2016 Page 28 of 34 City of Carlsbad Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report-FY 2016-17 June 15, 2016 Page 21 Estimated FY 2016-17 Assessment Allocation and Rates Collector FY 16-17 FY 16-17 FY 15-16 Local Local Arterial Collecto Arterial Collecto Budget Asmt Maximum Light Light Light Tree Tree Tree Median Median Rate Rate* Rates CPI Development DU Acres EDU EDU EDU EDU EDU EDU EDU EDU ($/EDU) ($/EDU) ($/EDU) Adj. Zone 1 • Calavera Hills II Village E · SFA (NLL) 117 93.6 93.6 $72.15 $72.15 $72.49 2.4% Village H · Non-Res (NLL) 2.00 12.0 12.0 $72.15 $72.15 $72.49 2.4% Village K · SFD 84 84.0 84.0 84.0 84.0 $119.55 $119.55 $209.51 2.4% Village L-2 · SFD 14 14.0 14.0 14.0 14.0 $119.55 $119.55 $209.51 2.4% Village U · SFA (NLL) 135 108.0 108.0 $72.15 $72.15 $72.49 2.4% VillageW-SFD 114 114.0 114.0 114.0 114.0 $119.55 $119.55 $209.51 2.4% Village X · Non-Res (NLL) utility 0.08 0.5 0.5 $72.15 $72.15 $72.49 2.4% Village X· SFD 115 115.0 115.0 115.0 115.0 $119.55 $119.55 $209.51 2.4% Village Y • APT (NLL) 106 63.6 63.6 $72.15 $72.15 $72.49 2.4% Village Y . Non-Res (NLL) 1.05 6.3 6.3 $72.15 $72.15 $72.49 2.4% 327.0 611.0 327.0 611.0 Zone 2 • Kelly Ranch Core SFD 147 147.0 147.0 147.0 $120.29 $120.29 $127.02 2.4% APT 451 270.6 270.6 270.6 $120.29 $120.29 $127.02 2.4% Non-Res 2.61 15.7 15.7 15.7 $120.29 $120.29 $127.02 2.4% Non-Res (NLL) 2.63 15.8 15.8 $82.97 $79.78 $77.91 2.4% Non-Res (NLL) utility 1.48 8.9 $3.83 $3.83 $5.64 2.4% Park 0.49 0.7 0.7 0.7 $120.29 $120.29 $127.02 2.4% SFD (NAP) 6 6.0 6.0 6.0 $120.29 $120.29 $127.02 2.4% Vacant (NAP) 5.67 8.5 8.5 8.5 $120.29 $120.29 $127.02 2.4% 448.5 473.2 464.3 Zone 3 • The Oaks South SFD 494 494.0 494.0 494.0 494.0 $4.31 $4.31 $444.85 2.4% Non-Res 1.62 9.7 9.7 9.7 9.7 $4.31 $4.31 $444.85 2.4% 503.7 503.7 503.7 503.7 Zone 4. Thompson/Tabata SFD 232 232.0 232.0 232.0 232.0 $150.10 $150.10 $234.54 2.4% SFA 24 19.2 19.2 19.2 $150.10 $135.26 $132.09 2.4% 251.2 251.2 232.0 251.2 Zone 5 • Palomar Forum/Carlsbad Raceway Park 1.71 2.6 2.6 2.6 $101.38 $101.38 $173.71 2.4% Non-Res-40W 112.36 674.2 674.2 674.2 $101.38 $101.38 $173.71 2.4% Non-Res-1 OOW 25.49 152.9 152.9 152.9 $103.55 $103.55 $104.36 2.4% 829.7 829.7 829.7 Zone 6 • Bressi Ranch Non-Res 148.71 892.3 892.3 892.3 $72.72 $72.72 $76.98 2.4% Park 12.38 18.6 18.6 18.6 18.6 $54.73 $54.73 $230.70 2.4% SFD 498 498.0 498.0 498.0 498.0 $54.73 $54.73 $230.70 2.4% SFA 100 80.0 80.0 80.0 $54.73 $54.73 $150.91 2.4% SF Estates 25 25.0 25.0 $54.73 $54.73 $59.64 2.4% 1488.8 1513.8 516.6 1513.8 Zone 7 • The Greens Non-Res-NLL 14.96 89.8 89.8 89.8 $49.58 $49.58 $271.69 2.4% Non-Res 12.77 76.6 76.6 76.6 76.6 $49.58 $49.58 $335.97 2.4% Park 5.88 8.8 8.8 8.8 8.8 8.8 8.8 $49.58 $49.58 $414.24 2.4% Park-NC 1.72 2.6 2.6 2.6 2.6 $49.58 $49.58 $335.97 2.4% Park-NLT 32.11 48.2 48.2 48.2 48.2 $49.58 $49.58 $206.70 2.4% SFA 86 68.8 68.8 68.8 68.8 $49.58 $49.58 $335.97 2.4% SFA-NLL 38 30.4 30.4 30.4 $49.58 $49.58 $271.69 2.4% SFD 484 484.0 484.0 484.0 484.0 484.0 484.0 $49.58 $49.58 $414.24 2.4% SFD-NC 107 107.0 107.0 107.0 107.0 $49.58 $49.58 $335.97 2.4% SF Estates 64 64.0 64.0 64.0 64.0 $49.58 $49.58 $206.70 2.4% APT(NAP) 180 108.0 108.0 108.0 108.0 $49.58 $49.58 $335.97 2.4% Non-Res (NAP) 0.65 3.9 3.9 3.9 3.9 $49.58 $49.58 $335.97 2.4% Park-NLL (NAP) 80.81 121.2 121.2 $49.58 $49.58 $128.41 2.4% 859.7 605.0 1213.3 979.9 605.0 1213.3 Zone 8 • The Ridge PARK 0.18 0.3 0.3 0.3 0.3 $27.86 $27.86 $73.09 2.4% SFA 53 42.4 42.4 42.4 42.4 $27.86 $27.86 $73.09 2.4% SFD-NCT 263 263.0 263.0 263.0 $27.86 $27.86 $39.90 2.4% Non-Res (NAP) 2.00 12.0 12.0 12.0 $27.86 $27.86 $39.90 2.4% 317.7 317.7 42.7 317.7 NC= No Collector Lightsrrrees NLL = No Local Lights NL T= No Local Trees DU= Dwelling Unit NAP= Not a Part 'The FY 2016-17 Assessment Rate will be the lesser of the Budget Rate and the Maximum Rate FY 16-17 Maximum Rates ($/EDU) $74.23 $74.23 $214.54 $214.54 $74.23 $214.54 $74.23 $214.54 $74.23 $74.23 $130.07 $130.07 $130.07 $79.78 $5.78 $130.07 $130.07 $130.07 $455.53 $455.53 $240.17 $135.26 $177.88 $177.88 $106.86 $78.83 $236.24 $236.24 $154.53 $61.07 $278.21 $344.03 $424.18 $344.03 $211.66 $344.03 $278.21 $424.18 $344.03 $211.66 $344.03 $344.03 $131.49 $74.84 $74.84 $40.86 $40.86 Item#14-AB#22,351 July 12, 2016 Page 29 of 34 City of Carlsbad Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report-FY 2016-17 June 15, 2016 Page 22 Estimated FY 2016-17 Assessment Allocation and Rates (cont'd) Collecto FY 16-17 FY 16-17 FY 15-16 Local Local Arterial Collectm Arterial Collecto1 Budget Asmt Maximum Light Light Light Tree Tree Tree Median Median Rate Rate* Rates CPI Development DU Acres EDU EDU EDU EDU EDU EDU EDU EDU ($/EDU) ($/EDU) ($/EDU) Adj. Zone 9 -Oaks North Business Park Non-Res 172.04 1,032.2 1,032.2 $54.61 $54.61 $55.61 2.4% 1,032.2 1,032.2 Zone 10 -Robertson Ranch East Village APT 78 46.8 46.8 46.8 46.8 $159.52 $159.52 $253.32 2.4% SFA 84 67.2 67.2 67.2 67.2 $159.52 $159.52 $253.32 2.4% SFD (PA 16, 17, 18) 304 304.0 304.0 304.0 304.0 $159.52 $159.52 $253.32 2.4% Park 2.02 3.03 3.03 3.03 3.03 $159.52 $159.52 $253.32 2.4% SFD (PA 14) 16 16.0 16.0 16.0 16.0 $159.52 $159.52 $253.32 2.4% Non-Res (Lltil) 2.84 17.04 17.04 $120.35 $120.35 $127.69 2.4% Vacant 6.59 9.89 9.89 $120.35 $120.35 $127.69 2.4% Non-Res (PA 12 -Fire Station) 15.51 93.06 93.06 93.06 93.06 $159.52 $159.52 $253.32 2.4% SFD (PA13) 23 0.00 23.00 0.00 23.00 $120.35 $120.35 $253.32 2.4% Park (PA13) 0.44 0.00 0.66 0.00 0.66 $159.52 $159.52 $253.32 2.4% Vacant (NAP) 5.70 8.55 8.55 $120.35 $120.35 $127.69 2.4% 530.1 589.2 530.1 589.2 Zone 11 -Oaks North Residential SFD 283 283.0 283.0 283.0 283.0 283.0 283.0 283.0 $7.99 $7.99 $353.52 2.4% SFD (NLL) 43 43.0 43.0 43.0 43.0 43.0 $7.99 $7.99 $191.39 2.4% APT 168 100.8 100.8 100.8 100.8 100.8 $7.99 $7.99 $191.39 2.4% Park 2.26 3.39 3.39 3.39 3.39 3.39 3.39 3.39 $7.99 $7.99 $353.52 2.4% Non-Res (NLL) 5.71 34.26 34.26 34.26 34.26 34.26 $7.99 $7.99 $191.39 2.4% 286.4 464.5 464.5 286.4 464.5 464.5 464.5 Zone 12 -La Costa Town Square SFD 64 64.0 64.0 64.0 64.0 64.0 64.0 64.0 $156.92 $156.92 $429.57 2.4% Non-Res 43.93 263.6 263.6 263.6 263.6 263.6 $103.63 $103.63 $145.11 2.4% SFD (NLL) 32 32.0 32.0 32.0 $97.01 $97.01 $115.70 2.4% 64.0 327.6 359.6 64.0 327.6 359.6 359.6 Zone 13 -Fair Oaks Valley SFD 49 49.0 49.0 49.0 49.0 $0.00 $0.00 $456.47 2.4% 49.0 49.0 49.0 49.0 Zone 14 -Quarry Creek APT 89 89.0 89.0 $0.00 $0.00 $120.52 2.4% SFD 352 352.0 352.0 $0.00 $0.00 $120.52 2.4% Non-Res 0.90 5.4 5.4 $0.00 $0.00 $120.52 2.4% Park 5.20 7.8 7.8 $0.00 $0.00 $120.52 2.4% 454.2 454.2 Zone 15 -Robertson Ranch West Village APT(PA 7) 96 57.6 57.6 57.6 57.6 57.6 $0.00 $0.00 $84.24 2.4% APT(PA 8) 268 160.8 160.8 160.8 160.8 160.8 $0.00 $0.00 $84.24 2.4% Non-Res-NC (PA 2) 1.87 11.2 11.2 11.2 $0.00 $0.00 $51.71 2.4% Non-Res (PA 11) 14.85 89.1 89.1 89.1 89.1 89.1 $0.00 $0.00 $84.24 2.4% Park (PA 6) 0.74 1.1 1.1 1.1 1.1 1.1 1.1 1.1 $0.00 $0.00 $271.09 2.4% Park (PA 6) 0.91 1.4 1.4 1.4 1.4 1.4 1.4 1.4 $0.00 $0.00 $271.09 2.4% Park-NLL (PA 4) 1.20 1.8 1.8 1.8 1.8 1.8 $0.00 $0.00 $84.24 2.4% Park-NLL (PA 9/10) 0.40 0.6 0.6 0.6 0.6 0.6 $0.00 $0.00 $84.24 2.4% SFD (PA 3) 87 87.0 87.0 87.0 87.0 87.0 87.0 87.0 $0.00 $0.00 $271.09 2.4% SFD (PA 6) 86 86.0 86.0 86.0 86.0 86.0 86.0 86.0 $0.00 $0.00 $271.09 2.4% SFD-NLL (PA 5) 35 35.0 35.0 35.0 35.0 35.0 $0.00 $0.00 $84.24 2.4% SFD-NLL (PA 9/10) 75 75.0 75.0 75.0 75.0 75.0 $0.00 $0.00 $84.24 2.4% 175.5 595.4 606.6 175.5 595.4 606.6 606.6 NC= No Collector Lights/Trees NLL = No Local Lights NL T = No Local Trees DU = Dwelling Unit NAP= Not a Part 'The FY 2016-17 Assessment Rate will be the lesser of the Budget Rate and the Maximum Rate The maximum annual maintenance assessment will be increased for cost of living each year according to the change in Consumer Price Index (CPI) for the San Diego County area. (Any other increases or changes to the methodology of the Assessment must be submitted for property owner approval.) FY 16-17 Maximum Rates ($/EDU) $56.94 $259.40 $259.40 $259.40 $259.40 $259.40 $130.75 $130.75 $259.40 $259.40 $259.40 $130.75 $362.00 $195.98 $195.98 $362.00 $195.98 $439.88 $148.59 $118.48 $467.43 $123.41 $123.41 $123.41 $123.41 $86.27 $86.27 $52.95 $86.27 $277.60 $277.60 $86.27 $86.27 $277.60 $277.60 $86.27 $86.27 Item#14-AB#22,351 July 12, 2016 Page 30 of 34 City of Carlsbad Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report-FY 2016-17 June 15, 2016 Page 23 The Equivalent Dwelling Unit shown for Zone 10 (Robertson Ranch East Village) Planning Area 13 for local lighting and street trees will be reduced to zero in FY 2016-17 because these improvements have not been installed within Planning Area 13. No assessments will be collected in FY 2016-17 for Zone 13 (Fair Oaks Valley) because the HOA is maintaining all improvements within the Fair Oaks Valley development. No assessments will be collected in FY 2016-17 for Zone 14 (Quarry Creek), or Zone 15 (Robertson Ranch West Village) because none of the improvements have been installed in the Quarry Creek or Robertson Ranch West Village developments. Item#14-AB#22,351 July 12, 2016 Page 31 of 34 City of Carlsbad Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report-FY 2016-17 PARTD ASSESSMENT ROLL June 15, 2016 Page 24 The Assessment Roll is a listing of the proposed maximum assessment for Fiscal Year 2016-17 apportioned to each lot or parcel, as shown on the last equalized roll of the Assessor of the County of San Diego. The Assessment Roll is on file in the city's Finance Department and is incorporated by reference herein and made part of this Report. The description of each lot or parcel is part of the records of the Assessor of the County of San Diego and these records are, by reference, made part of this Report. PARTE ASSESSMENT DIAGRAM An Assessment Diagram for the Maintenance District is provided on the following page. The lines and dimensions of each lot or parcel within the Maintenance District are those lines and dimensions shown on the maps of the Assessor of the County of San Diego, for the year when this Report was prepared, and are incorporated by reference herein and made part of this Report. Item#14-AB#22,351 July 12, 2016 Page 32 of 34 PACIFIC OCEAN Development Names: Zone 1 -Calavera Hills Zone 2 -Kelly Ranch Zone 3 -The Oaks South Zone 4 -Thompson/Tabata Zone 5 -Palomar Forum/Raceway Zone 6 -Bressi Ranch i -Zone 7 -The Greens C 0 tl ::, "Cl e Cl. -;;; ·rn .0 ~ Zone 8 -The Ridge Zone 9 -The Oaks North Industrial Zone 10 -Robertson Ranch East -Zone 11 -The Oaks North Residential Zone 12 -La Costa Town Square .i::: ~ _ Zone 13 -Fair Oaks Valley Zone 14 -Quarry Creek Zone 15 -Robertson Ranch West Item#14-AB#22,351 July 12, 2016 Page 33 of 34