HomeMy WebLinkAbout2003-09-16; City Council; Resolution 2003-2441
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RESOLUTION NO. 2003-244
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CARLSBAD, CALIFORNIA, APPROVING THE FINAL REPORT OF
THE ASSESSMENT ENGINEER, DECLARING THE RESULTS OF
THE ASSESSMENT BALLOT TABULATION, CONFIRMING THE
ASSESSMENTS AND ORDERING THE ACQUISITION OR
CONSTRUCTION OF IMPROVEMENTS, TOGETHER WITH
(COLLEGE BOULEVARD AND CANNON ROAD EAST).
APPURTENANCES, IN ASSESSMENT DISTRICT NO. 2003-01
WHEREAS, the City Council of the City of Carlsbad, California, has previously adopted its
Resolution of Intention and initiated proceedings for the acquisition or construction of certain
mprovements, together with appurtenances and appurtenant work described in Exhibit A
3ttached hereto and incorporated herein by this reference (collectively, the “Improvements”), in a
special assessment district pursuant to the terms and provisions of the “Municipal Improvement
4ct of 1913, being Division 12 of the Streets and Highways Code of the State of California
:the “Improvement Act”), such special assessment district known and designated as Assessment
District No. 2003-01 (College Boulevard And Cannon Road East) (the “Assessment District”); and
WHEREAS, pursuant to such Resolution of Intention, a report (the “Preliminary Engineer’s
Report”) of Galen N. Peterson, Consulting Engineer, (the “Assessment Engineer”), as therein
xdered and as required by the Improvement Act, Article XlllD of the Constitution of the State of
Zalifornia (“Article XlllD”) and the Proposition 21 8 Implementation Act (Government Code Section
53750 and following) (the Improvement Act, Article XlllD and the Implementation Act are referred
:o herein collectively as the “Assessment Law”), was presented, considered and preliminarily
approved; and
WHEREAS, as a result of the receipt of bids for the construction of certain of the
mprovements, the Assessment Engineer has revised the Preliminary Engineer‘s Report to reflect
such bids and submitted to the City Council a final Engineer’s Report (the “Final Engineer’s
qeport”); and
WHEREAS, the Final Engineer‘s Report, as prepared and submitted, contains all the
natters and items called for pursuant to the provisions of the Assessment Law, including the
‘ollowing:
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A. The plans and specifications for the Improvements proposed to be acquired or
constructed;
8. The Assessment Engineer’s estimate of the itemized and total costs and expenses
of the construction of the Improvements and of the incidental expenses in connection therewith
contained in the Final Engineer’s Report including that portion of such costs and expenses
representing the special benefit to be conferred by such Improvements on those parcels within the
Assessment District;
C. The diagram showing the Assessment District referred to and described in such
Resolution of Intention, and also the boundaries and dimensions of the respective subdivisions of
land within such Assessment District, as the same existed at the time of the passage of such
Resolution of Intention, each of which subdivisions have been given a separate number upon
such diagram;
D. The proposed assessment upon the several subdivisions of land in the
Assessment District, in proportion to the estimated special benefits to be conferred on such
subdivisions, respectively, by the Improvements to be acquired or constructed, and of the
incidental expenses thereof; and
E.
WHEREAS, the City Council did set the time and place for a public hearing for hearing
protests to the proposed Improvements, the extent of the Assessment District or to the proposed
assessment; and
A description of the Improvements to be acquired or constructed.
WHEREAS, notices of such hearing accompanied by assessment ballot materials were
regularly mailed in the time, form and manner required by the Assessment Law and as evidenced
by a certificate on file with the transcript of these proceedings, a full hearing has been given, and
at this time all assessment ballots submitted pursuant to the Assessment Law have been
tabulated by the City Clerk of the City as the tabulation official appointed by the City Council, all in
the manner provided by the Assessment Law; and
ill
ill
Page 2 of Resolution No. 2003-244
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WHEREAS, the City Clerk has prepared and submitted to this legislative body a Certificate
of Tabulation Official and Statement of Assessment Ballots Submitted (the “Certificate of the
Tabulation Official”), a copy of which is attached as Exhibit B hereto and incorporated herein by
this reference, which reflects the results of the tabulation of the assessment ballots; and
WHEREAS, at this time based upon the Certificate of Tabulation Official this City Council
determines that the assessment ballots received in favor of the proposed assessment and
weighted as required by the Assessment Law exceed the assessment ballots received in
opposition to the assessment and similarly weighted and, therefore, a majority protest pursuant to
the Assessment Law does not exist; and
WHEREAS, as required by the City Council Policy 33 (“Policy 33”), the City’s Special
District Review Committee has reviewed this Assessment District and found that the Assessment
District complies with the terms and conditions of Policy 33 except for paragraph 8 thereof
requiring that all property proposed to be included within the Assessment District shall have
received environmental review and approval of all land use entitlements such as zoning, master
plans, or Local Facilities Management Plans and regulatory permits; and
WHEREAS, Policy 33 provides that the City Council may approve an assessment district
that includes some land without such land use entitlements if the improvements to be financed are
consistent with the General Plan, and if the City Council finds that the improvements are required
in the public interest; and
WHEREAS, Calavera Hills II LLC, the applicant for the Assessment District, has requested
that the assessments be permitted to pass-through to the prospective purchasers of the individual
lots within the proposed Assessment District; and
WHEREAS, the Special District Review Committee has reviewed this pass-through
request and recommends that the City Council approve such request since, as required by City
Policy 33, the estimated total amount of taxes, assessments and special taxes appearing on the
property tax bill will not exceed 1.8 percent of the initial sales price of any residential dwelling unit
to each prospective homeowner; and
Ill
Page 3 of Resolution No. 2003-244
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WHEREAS, the Special District Review Committee has recommended that the City
Council proceed with the formation of the Assessment District; and
WHEREAS, this legislative body is now satisfied with the assessment and all matters
contained in the Final Engineer's Report as submitted.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Carlsbad,
California, as follows:
1.
2.
RECITALS. The above recitals are all true and correct.
FINDINGS. Based upon the determinations and recommendations of the Special
District Review Committee, the Final Engineer's Report, the staff report and the foregoing recitals,
this City Council hereby finds that:
A. the proposed Assessment District complies with the terms and conditions of
Policy 33 except for paragraph 8 thereof requiring that all property proposed to be included within
the Assessment District shall have received environmental review and approval of all land use
entitlements such as zoning, master plans, or Local Facilities Management Plans and regulatory
permits;
B. the necessary entitlements have been obtained for that portion of the
proposed Assessment District commonly known as Calavera Hill but such entitlements have not
been obtained for that portion commonly known as Robertson Ranch East;
C. the Improvements proposed to be acquired by the City from the proceeds of
bonds issued for the Assessment District include two roadway improvements that are a part of the
City's General Plan circulation system, Le., 4 lanes of College Boulevard from Carlsbad Village
Drive to Cannon Road and 4 lanes of Cannon Road from El Camino Real to College Boulevard,
which are necessary to complete important links in the City's traffic circulation system, the primary
purpose for utilizing Special District financing pursuant to Policy 33;
D.
are required in the public interest;
Ill
Ill
Page 4 of Resolution No. 2003-244
the Improvements proposed to be financed through the Assessment District
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E. the estimated total amount of taxes, assessments and special taxes
appearing on the property tax bill for lots within the Assessment District will not exceed 1.8
percent of the initial sales price of any residential dwelling unit to each prospective homeowner;
and
F. the assessment ballots submitted pursuant to the Assessment Law in favor
of the assessment and weighted as required by the Assessment Law exceed the assessment
ballots submitted in opposition to the assessment and similarly weighted and it is therefore
determined that a majority protest pursuant to Assessment Law does not exist.
3. SPECIAL BENEFITS RECEIVED. Based upon the Final Engineer’s Report and the
testimony and other evidence received at the public hearing, it is hereby determined that:
A. All properties within the boundaries of the Assessment District receive a
special benefit from the Improvements;
B. The proportionate special benefit derived by each parcel proposed to be
assessed has been determined in relationship to the entirely of the cost of construction of the
Improvements;
C. No assessment is proposed to be imposed on any parcel which exceeds
the reasonable cost of the proportional special benefit to be conferred on such parcel from the
Improvements;
D.
E.
Only special benefits have been assessed; and
There are parcels both within and outside of the Assessment District which
are owned or to be owned by non-profit public benefit organizations and home owners
associations or to be owned by the City and Carlsbad Unified School District which are agencies
as such term is defined in Article XlllD and other such parcels owned and which specially benefit
from the Improvements. A contribution equal to the special benefit to be received by such parcels
shall be made by Calavera Hills II LLC in the form of a reduced purchase price for the acquisition
of the Improvements.
I//
If/
Page 5 of Resolution No. 2003-244
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4. PUBLIC INTEREST AND CONVENIENCE. The public interest and convenience
require the acquisition or construction of the Improvements and, therefore, it is hereby ordered
that the Improvements be acquired or constructed, as set forth in the Resolution of Intention
previously adopted and as set forth in the Final Engineer’s Report presented and considered, and
as now approved.
5. FINAL ENGINEER’S REPORT. The Final Engineer’s Report, as now submitted, is
hereby approved and such Report shall stand as the report as required by the Assessment Law
for all future proceedings for this Assessment District.
6. CONFIRMATION OF ASSESSMENTS. The assessments, as now filed in the Final
Engineer’s Report and diagram for the Improvements to be acquired or constructed, together with
appurtenances and appurtenant work in connection therewith, are hereby confirmed.
The assessments contained in the Final Engineer’s Report are hereby levied and
approved as follows:
A. The final assessments represent the costs and expenses to finance that
portion of the cost of construction of the Improvements representing the special benefit conferred
by the Improvements on the parcels within the Assessment District, as authorized for these
proceedings.
B. The annual assessment to pay for administrative costs in an amount not to
exceed the maximum annual assessment as set forth in the Final Engineer’s Report.
This City Council hereby approves a pass-through of the assessments to the purchasers
of individual lots subject to the approval by the City Council of a disclosure program as required by
paragraph 16 of Policy 33.
7. RECORDATION OF ASSESSMENT. The City Clerk shall forthwith deliver to the
Superintendent of Streets the assessment, together with the diagram attached thereto and made
a part thereof, as confirmed, with her certificate of such confirmation attached and the date
thereof; and that such Superintendent of Streets shall then immediately record such diagram and
assessment in his Office in a suitable book to be kept for that purpose and attach thereto his
certificate of the date of such recording.
Page 6 of Resolution No. 2003-244
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8. COUNTY RECORDER NOTICE. Upon confirmation of the assessments and
recordation of the assessment roll and diagram, a certified copy of the assessment diagram shall
be immediately filed in the Office of the County Recorder. Immediately thereafter, a copy of the
notice of assessment shall be recorded in the Office of the County Recorder in the manner and
form as set forth by law and specifically Section 3114 of the Streets and Highways Code of the
State of California.
9. MAILED NOTICE. Upon recordation of the diagram and assessment, a notice shall
be mailed to each owner of real property within the Assessment District at his last known address,
as such address appears on the last equalized tax rolls of the County, such notice to set forth a
statement containing a designation of the property assessed, as well as the amount of the final
confirmed assessment, and further indicating that bonds will be issued pursuant to the
“Improvement Bond Act of 191 5”.
10. PUBLICATION. Notice shall also be given by publication in a newspaper of general
circulation, such notice setting forth the amount of the final assessment and indicating that such
assessment is now due and payable, and further indicating that if such assessment is not paid
within the allowed thirty (30) day cash collection period, bonds shall be issued as authorized by
law.
11. ASSESSMENT COLLECTION. The County Auditor is hereby authorized and
directed, in accordance with the provisions of Section 8682 of the Streets and Highways Code of
the State of California, to enter into his assessment roll on which property taxes will next become
due, opposite each lot or parcel of land affected, in a space marked “public improvement
assessment” or by other suitable designation, the next and several installments of such
assessment coming due during the ensuing fiscal year covered by the assessment roll and that
such entry then shall be made each year during the life of the bonds for the proceedings for the
above-referenced Assessment District. This authorization is continual until all assessment
obligations have been discharged and the bonds terminated.
Iff
Iff
Page 7 of Resolution No. 2003-244
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As an alternate, and when determined to be in the best interests for bondholders of the
Assessment District, this legislative body may, by Resolution, designate an official other than the
County Tax Collector andlor other agent, to collect and maintain records of the collection of the
assessments, including a procedure other than the normal property tax collection procedure.
In accordance with the provisions of Section 8685 of the Streets and Highways Code, if
any lot or parcel of land affected by any assessment is not separately assessed on the tax roll so
that the installment of the assessment to be collected can be conveniently entered thereon, then
the Auditor shall enter on the roll a description of the lot or parcel affected, with the name of the
owners, if known, but otherwise the owners may be described as “unknown owners”, and extend
the proper installment opposite the same.
12. ASSESSMENT VERIFICATION STATEMENT. The County Auditor shall, within
90 days after any special assessment installment becomes delinquent, render and submit a
detailed report showing the amounts of the installments, interest, penalties and percentages so
collected, for the preceding term and installment date, and from what property collected, and
further identify any properties which are delinquent and the amount and length of time for such
delinquency, and further set forth a statement of percentages retained for the expenses of making
such collections. This request is specifically made pursuant to the authorization of Section 8683
of the Streets and Highways Code of the State of California.
13. ASSESSMENT DISTRICT FUNDS. The Finance Director is hereby authorized at
this time, if not previously done, to establish the following funds as necessary for the payment of
costs and expenses and administration of the proceedings for this Assessment District:
A. IMPROVEMENT FUND: All monies received from cash collections shall be
placed into the Improvement Fund.
B. REDEMPTION FUND: All monies received from the payment of
assessments shall be placed in the Redemption Fund.
Ill
Ill
Ill
Page 8 of Resolution No. 2003-244
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For particulars as to the administration and handling of the Funds, the specific terms and
conditions shall be set forth in a Bond Indenture to be approved by the subsequent adoption of a
Resolution Authorizing the Issuance of Bonds.
PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council of the
, 2003 by the following vote, to wit: Sity of Carlsbad on the 16th day of SEPTEMBER
AYES: Council Members Lewis, FinnpEi), Kulchin, Hall, Packard
NOES: None
ABSENT: None
ATTEST:
8 LORRAINE M. W~D, City Clerk'
Page 9 of Resolution No. 2003-244
(SEAL)
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EXHIBIT A
DESCRIPTION OF IMPROVEMENTS
Improvement No. 1. College Boulevard/Cannon Road connection as follows:
College Boulevard from Cannon Road to Carlsbad Village Drive
College Boulevard from south end of Calavera Hills II development to Carlsbad Village Drive
(Reach C, full width) - full width grading to major arterial standards including slopes not
adjacent to development and any surcharge (but not to include grading outside of the
right-of-way in future developed areas), additional grading and improvements for
meandering regional trail for bicycles and pedestrians in a public trail easement which is a
part of the City-wide trail system, asphalt pavement to major arterial standard width on each
side of a raised improved (hardscaping, landscaping and irrigation) median, modification of
existing median north of Carlsbad Village Drive to provide left turn pocket, non-master plan
storm drain facilities ( which excludes any Drainage Master Plan facilities subject to
reimbursement from Local Drainage Area Fees), curb, gutter and sidewalk, bus turnout and
furniture, street lighting, median curb, sewer, water and reclaimed water lines and
appurtenances (excluding any portion of such costs reimbursable from sewer and/or water
connection fees), erosion control landscaping and irrigation (located within an easement
granted to the City), traffic signal at Carlsbad Village Drive and College Boulevard (excluding
those portions reimbursed from Traffic Impact Fees and Public Facilities Fees), striping and
signage, protection and relocation of existing utilities as required, dry utilities’ within the
right-of-way, as well as environmental mitigation costs’ and incidental costs of construction
as described in the Acquisition/Financing Agreement.
College Boulevard from Cannon Road to south end of Calavera Hills II development (Reach
B center lanes) - full width grading to major arterial standards including slopes not adjacent
to development and any surcharge (but not to include grading outside of the right-of-way in
future developed areas), additional grading for meandering regional trail for bicycles and
pedestrians in a public trail easement which is a part of the City-wide trail system, 18 feet of
pavement on each side of a raised unimproved (with an AC cap) median, non-master plan
storm drain facilities (which excludes any Drainage Master Plan facilities subject to
reimbursement from Local Drainage Area Fees), median curb, sewer, water and reclaimed
water lines and appurtenances (excluding any portion of such costs reimbursable from
sewer and/or water connection fees), erosion control landscaping and irrigation (located
within an easement granted to the City), transition to full improvements at inlet locations,
southerly boundary of Calavera Hills and Cannon Road intersection including curb, gutter
and additional paving, traffic signal at Cannon Road and College Boulevard (excluding those
portions reimbursed from Traffic Impact Fees and Public Facilities Fees), striping and
signage, protection and relocation of existing utilities as required, as well as environmental
mitigation costs’ and incidental costs of construction as described in the
AcquisitiordFinancing Agreement.
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Cannon Road from El Camino Real to College Boulevard (Reach 3 center lanes) - full width
grading to major arterial standards including slopes not adjacent to development and any
surcharge (but not to include grading outside of the right-of-way in future developed areas),
additional grading for meandering regional trail for bicycles and pedestrians in a public trail
easement which is a part of the City-wide trail system, 18 feet of pavement on each side of a
raised unimproved (with AC cap) median, any transition improvements needed along
El Camino Real, non-master plan storm drain facilities (which excludes any Drainage Master
Plan facilities subject to reimbursement from Local Drainage Area Fees), street lighting
(partial), median curb, sewer, water and reclaimed lines and appurtenances (excluding any
portion of such costs reimbursable from sewer and/or water connection fees), erosion
control landscaping and irrigation (located within an easement granted to the City), transition
to full improvements at inlet locations and Cannon Road with College Blvd and El Camino
Real intersections including curb, gutter and additional paving, signal modification at Cannon
Road and El Camino Real (excluding those portions reimbursed from Traffic Impact Fees
and Public Facilities Fees), striping and signage, as well as environmental mitigation costs’
and incidental costs of construction as described in the Acquisition/Financing Agreement.
Detention Basin BJB (partial) - grading and construction of a 49 acre-foot Drainage Master
Planned storm water retention basin, access road, and outlet structure (excluding any
portion of the costs subject to reimbursement from Local Drainage Area Fees), as well as
environmental mitigation costs’ and incidental costs of construction as described in the
Acquisition/Financing Agreement.
Improvement No. 2. College Boulevard from Cannon Road to south end of Calavera Hills II
development (Reach B frontage improvements) - demolition of interim improvements, 12.5
feet of pavement (outside lanes), curb and gutter, sidewalk, meandering trail, street lighting,
median hardscape, landscape and irrigation, dry utilities’ within the right-of-way, striping and
signage, traffic signals (excluding those portions reimbursed from Traffic Impact Fees and
Public Facilities Fees) and appurtenances, sound walls, arterial road setback landscaping
and irrigation, as well as environmental mitigation costs’ and incidental costs of construction
as described in the Acquisition/Financing Agreement.
Improvement No. 3. Cannon Road from El Camino Real to College Boulevard (Reach 3
frontage improvements) - demolition of interim improvements, 12.5 feet of pavement
(outside lanes), curb and gutter, sidewalk, meandering trail, street lighting, median
landscape and irrigation and median paving, dry utilities’ within the right-of-way, striping and
signage, traffic signals (excluding those portions reimbursed from Traffic Impact Fees and
Public Facilities Fees) and appurtenances, sound walls, arterial road setback landscaping
and irrigation, as well as environmental mitigation costs’ and incidental costs of construction
as described in the AcquisitiodFinancing Agreement.
Notes:
- 1/ The aggregate amount of the cost of dry utilities or mitigation land which are to be owned by an entity other than a “political subdivision” as such term is used in the Internal Revenue
Code and regulations of the Internal Revenue Service which may be financed from the
proceeds of tax exempt bonds issued for the Financing District shall be limited to 5% of the
proceeds of such bonds which are eligible to be used to finance the acquisition of the
Improvements.
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2a
Assessment ballots received in favor of
the proposed assessment:
EXHIBIT B
3
CERTIFICATE OF TABULATION OFFICIAL
AND STATEMENT OF ASSESSMENT BALLOTS SUBMllTED
STATE OF CALIFORNIA
COUNTY OF SAN DIEGO
CITY OF CARLSBAD
) ss.
The undersigned, the duly authorized tabulation official appointed by the City Council of
the City of Carlsbad, DOES HEREBY CERTIFY that pursuant to the provisions of Article
XlllD of the Constitution of the State of California and the Proposition' 218 Omnibus
Implementation Act (Government Code Section 53750 and following), I did tabulate the
assessment ballots timely submitted in the assessment ballot proceedings pertaining to
Assessment District No. 2003-01 (College Boulevard and Cannon Road East).
I FURTHER CERTIFY that this Statement of Assessment Ballots Received shows the
assessment ballots submitted in favor of the assessment and the assessment ballots
submitted in opposition to the assessment, each total weighted according to the financial
obligation of the affected properties for which the assessment ballots were submitted.
Assessment ballots received
opposition to the proposed assessment: 0
This certification is executed this 17th n day of SEPT. , 2003 in Carlsbad,
California.