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HomeMy WebLinkAbout2011-05-24; City Council; Resolution 2011-099Exhibit 1 1 RESOLUTION NO. 2011-099 2 A RESOLUTION OF THE CITY COUNCIL OF THE 3 CITY OF CARLSBAD, CALIFORNIA, INITIATING PROCEEDINGS FOR THE ANNUAL LEVY OF 4 ASSESSMENTS AND ORDERING THE 5 PREPARATION OF AN ENGINEER'S REPORT FOR A SPECIAL ASSESSMENT DISTRICT 6 7 WHEREAS, the City Council of the City of Carlsbad, California previously formed 8 a special assessment district pursuant to the terms of the Landscaping and Lighting Act 9 of 1972, (Division 15, Part 2 of the State Streets and Highways Code, commencing with 10 Section 22500), the special assessment district is known and designated as Street 11 Lighting and Landscaping District No. 1 (hereinafter referred to as the "Assessment 12 District"); and 13 WHEREAS, the Assessment District is an existing assessment district in which 14 assessments are not proposed to be increased, and is therefore exempt from the 15 procedures and requirements pursuant to California Constitution Article XIIID § 5 (a); 16 and 17 WHEREAS, the City Council wishes to initiate proceedings to provide for the 18 annual levy of assessments for the next ensuing fiscal year to provide for the annual 19 costs for maintenance of improvements defined as existing street lighting, median 20 landscaping and street trees ("Improvements"), within the Assessment District. NOW, THEREFORE, IT IS HEREBY RESOLVED AS FOLLOWS: 22 RECITALS 23 SECTION 1. That the above recitals are true and correct. DECLARATION OF INTENTION 25 SECTION 2. That the public interest and convenience requires, and it is the 26 intention of this legislative body to levy and collect assessments to pay the annual costs 27 28 Exhibit 1 1 and expenses for the maintenance and/or servicing of the Improvements for the 2 Assessment District, with the Improvements generally described as follows: 3 The maintenance of certain street lighting improvements, street trees, and 4 median landscaping improvements, as set forth and described in the Engineer's Report 5 (the "Report") attached as Exhibit 2 and incorporated herein by this reference. The 6 proposed new improvements to be maintained and serviced caused generally by new j 7 development within the Assessment District are described as follows: 8 The maintenance of certain additional street lighting improvements and additional 9 landscaping improvements, including replacement of street trees and median 10 landscaping improvements, all as set forth and described in the Report. 11 REPORT OF ENGINEER 12 SECTION 3. That the Improvements are hereby referred to Harris & Associates, 13 who is hereby directed to make and file the Report generally containing the following: 14 A. Plans and specifications describing the general nature, location and extent 15 of the Improvements within the Assessment District; 16 B. A diagram for the Assessment District, showing the area and properties 17 proposed to be assessed; 18 C. An estimate of the cost of the maintenance and/or servicing of the 19 Improvements for the Assessment District for the Fiscal Year 2011-12; 20 D. An assessment of the estimated costs of the maintenance and/or 21 servicing, assessing the net amount upon all assessable lots and/or parcels within the 22 Assessment District in proportion to the benefits received. 23 24 25 26 27 i. Exhibit 1 1 That upon completion of the Report, the original shall be filed with the City Clerk, 2 who shall then submit the same to the City Council for its immediate review and 3 consideration which is hereby ordered to be kept on file and open for public inspection 4 in the Office of the City Clerk. 5 FISCAL YEAR 6 SECTION 4. That the Report shall include all costs and expenses of said 7 maintenance and/or servicing relating to the fiscal year commencing July 1, 2011 and 8 ending June 30, 2012. 9 10 // 11 // 12 // 13 // 14 // 15 // 16 // 17 // 18 „ 19 „ 20 „ 21 // 22 // 23 „ 24 // 25 „ 26 // 27 // 28 -7 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 24th day of May , 2011, by the following vote to wit: AYES: Council Members Hall, Kulchin, Blackburn, Douglas, Packard. NOES: None. ABSENT: None. MATT 'flALL'Mayor ATTEST: (SEAL) INE M. WOOD, City Clerk Exhibit 2 DRAFT CITY OF CARLSBAD STREET LIGHTING AND LANDSCAPING DISTRICT NO. 1 ANNUAL ENGINEER'S REPORT FISCAL YEAR 2011-12 Prepared by: Mav 5. 2011 Joan E. Cox, PE Harris & Associates RCE41965 Exp. 3/31/12 Date City of Carlsbad DRAFT May 5,2011 Street Lighting and Landscaping District No. 1 Final Annual Engineer's Report - FY 2011-12 Page 1 INTRODUCTION This report constitutes the Engineer's Report for City of Carlsbad Street Lighting and Landscaping District No. 1 ("Assessment District") and was prepared at the Direction of the Carlsbad City Council pursuant to the requirements of the Landscaping and Lighting Act of 1972, being Division 15, Part 2 of the Streets and Highways Code of the State of California, commencing with Section 22500 ("Act"). The report applies to Fiscal Year 2011-12 commencing July 1, 2011 and ending on June 30, 2012 ("Fiscal Year"). The report has been prepared in three parts corresponding to the three special improvement zones within the Assessment District; Street Lighting, Street Trees and Median Landscaping. Pursuant to the requirements of the Act, each part contains the following four components: 1. PLANS AND SPECIFICATIONS FOR THE IMPROVEMENTS. The plans and specifications describe the general nature, location and extent of the improvements to be maintained. 2. A DIAGRAM FOR THE ASSESSMENT DISTRICT. The diagram shows the exterior boundaries of the Assessment District, the boundaries of the specified improvement zone within the Assessment District, and the lines and dimensions of each lot or parcel within the District. Each lot or parcel is identified by a distinctive number or letter. The lines and dimensions of each lot conform to those shown on the San Diego County Assessor's maps. For purposes of clarity, only a generalized diagram is included within the report. The detailed assessment diagram is on file at the City Engineering Department. 3. AN ESTIMATE OF THE COSTS OF THE IMPROVEMENTS. The estimate of costs of the improvements contains estimates for the following: a. The total cost of maintaining and servicing the improvements for the specified improvement zone including all incidental expenses for the fiscal year. b. The amount of any surplus or deficit in the improvement fund to be carried over from the preceding fiscal year. c. The amount of any contributions to be made from sources other than assessments levied pursuant to the Assessment District. d. The amount, if any, of the annual installment for the fiscal year where the City Council has ordered an assessment for the estimated cost of any improvements to be levied and collected in annual installments. e. The net amount to be assessed upon assessable lands within the Assessment District, being the total improvement costs referred to in sub-section a, increased or decreased, as the case may be, by any of the amounts referred to in sub-sections b, c or d. 4. AN ASSESSMENT OF THE ESTIMATED COSTS OF THE IMPROVEMENTS. The assessment shall refer to the new fiscal year and shall do all of the following: a. State the net amount to be assessed upon the assessable lands within the Assessment District. b. Describe each assessable lot or parcel of land within the Assessment District. Due to the large number of parcels within the Assessment District, the City uses the assessor's parcel number from San Diego County records assessment rolls for a description of the lots. A copy of the assessment roll including such description is kept on file at the City Engineering Department. \0 City of Carlsbad DRAFT May 5,2011 Street Lighting and Landscaping District No. 1 Final Annual Engineer's Report - FY 2011-12 Page 2 c. Assess the net amount upon all assessable lots or parcels of land within the Assessment District by apportioning that amount among the several lots or parcels in proportion to the estimated benefits to be received by each lot or parcel from the improvements. PART 1 - STREET LIGHTING IMPROVEMENT ZONE PLANS AND SPECIFICATIONS: The improvement work consists of maintenance and servicing of the 7,126 street lights within the boundaries of the Assessment District including all supporting poles, mast arms, pull boxes, wiring, conduits and other appurtenances. The total number of street lights maintained and serviced includes 716 streetlights that were repaired and 13 new streetlights added to the street light inventory during Fiscal Year 2010-11. The general location of the street light improvements are as shown on the City's full-scale map titled "Street Lighting Improvement Zone and Lighting Facilities Location Diagram for Fiscal Year 2011-12" on file at the Engineering Department. A reduced copy of the map is included as Figure 1 in this report. DIAGRAM OF THE ASSESSMENT DISTRICT: The diagram of the Assessment District is as shown on the City's full scale map titled "Street Lighting Improvement Zone and Lighting Facilities Location Diagram for Fiscal Year 2011-12" on file at the Engineering Department. A reduced copy of the map is included as Figure 1 in this report. The lines and dimensions of each lot or parcel within the Street Lighting Improvement Zone and the distinctive assessor's parcel number are shown on the San Diego County Assessor's map which is also on file at the Engineering Department. ESTIMATE OF THE COST OF THE IMPROVEMENTS: The estimated total cost of maintaining and servicing the City's inventory of public street lighting improvements is $1,067,692. The estimated total cost includes the furnishing of all services and materials for the ordinary and usual operation, maintenance and servicing of installed streetlights and the provision of electric current. Additionally, the estimated total costs for five years include debt service payments for a one-percent low interest loan from the California Energy Commission. This loan was obtained during Fiscal Year 2010-11 as part of the streetlight retrofit project. The streetlight retrofit project changes out all existing streetlights to high efficiency streetlights. Energy savings derived from the new lights are being used to pay the debt service. For budgetary purposes, the costs are segregated into three categories of Personnel, Maintenance and Operations, and Capital Improvements. No Costs are shown for Capital Improvements, as the debt service payments are included under "Maintenance and Operation" These three categories include the following services and expenditures: City staff assigned to Street Lighting services, City administration (updating expenditures and segregation of the assessments), engineering and legal expenses, five years of debt service payments for the streetlight retrofit project, coordination between citizens and City staff for the maintenance of City street lights, providing expertise to City inspectors during inspection of lighting systems, coordinating underground service alert mark-outs for various City departments, performing mark-outs for street light systems, maintaining as- built records of City street light system for future maintenance, updating of the street lighting mapping and inventory database, performing routine night surveillance, checking proposed improvement plans for conformance with City standards regarding street lights, coordinating with Planning, Engineering and Engineer's of Work to ensure that City of Carlsbad Street Lighting and Landscaping District No. 1 Final Annual Engineer's Report - FY 2011-12 DRAFT MayS, 2011 Page 3 departmental needs are met, the provision of electrical current and the cost for purchase of capital equipment and new street light facilities. The following table shows the breakdown of the estimated total costs into the three budgetary categories. TOTAL ESTIMATED FY 2011-12 STREET LIGHTING MAINTENANCE & SERVICE COSTS Personnel Maintenance & Operations Total Cost Estimate $147,107 $920,585 $1,067,692 The net assessable amount to be levied upon the assessable lands within the Assessment District is $729,689. This amount is derived by subtracting the amounts of the current improvement fund surplus and contributions from other funding sources from the total cost estimate. The following table shows how the net assessable amount is derived: FY 2011-12 NET ASSESSABLE AMOUNT - STREET LIGHTING MAINTENANCE Total Cost Estimate Less: Contribution for Services Public Parcels Contribution from LLD No. 2 General Benefit Contribution Interest Earned Fund Balance from Previous Fiscal Year Plus: Estimated Fund Reserve at end of Fiscal Year Net Assessable Amount $1,067,692 $28,000 $66,446 $149,516 $13,785 $689,240 $608,984 $ 729,689 The contribution for services to public parcels has been estimated at $28,000. This contribution is made since public parcels are non-assessable on the County tax rolls. The City's General Fund will contribute $28,000. Any share of the benefits received from an improvement that does not provide a special benefit to the assessed properties is considered to be a general benefit provided by the improvements. The cost of such general benefit is not to be assessed to the properties in the Assessment District, but instead is contributed by the City from the General Fund. For street lighting the City has determined that general benefit is derived exclusively along the City's arterial roads. The amount of general benefit is established by multiplying the number of arterial street lights by the difference between the average annual cost to maintain a light on an arterial street and a local street. The table on the following page shows the calculation of the cost estimate for general benefit for Street Lights. City of Carlsbad Street Lighting and Landscaping District No. 1 Final Annual Engineer's Report - FY 2011-12 DRAFT MayS, 2011 Page 4 COST ESTIMATE FOR GENERAL BENEFIT STREET LIGHT SUMMARY PER SAN DIEGO GAS & ELECTRIC CO. Lamp Size (Watts) Number Lights Monthly Rate Monthly Amount Annual Amount Avg Annual Cost per Light Low wattage (9,500 lumen) lights for collector streets: 70 100 150 Subtotal-1 1,433 3,456 107 4,996 $4.10 $5.72 $7.83 $5,875.30 $19,768,32 $837.81 $70,503.60 $237,219.84 $10,053.72 $317,777.16 $63.61 High wattage (22,000 lumen) lights for arterial streets: 200 250 400 Subtotal-2 1,234 889 7 2,130 $9.98 $12.71 $19.33 $12,315.32 $11,299.19 $135.31 $147,783.84 $135,590.28 $1,623.72 $284,997.84 $133.80 Total 7,126 $602,775.00 $70.20Annual Amount Difference Between Subtotal-1 & Subtotal-2 General Benefit = Annual Amount Difference Times No. of High Wattage Lights $149,516.38 Total Est. Cost Less Public Parcel Contribution* $1,039,692 General Benefit Percentage 14.4% * Based on preliminary budget estimates AN ASSESSMENT OF THE ESTIMATED COSTS OF THE IMPROVEMENTS: The lighting and the orderly circulation of traffic directly benefit the developments within the District. The improvements and annexation into the Street Lighting Zone are required for the approval of, and as a consequence of, new development, and thus benefit the respective developments. The lighting is of benefit to abutting parcels as it provides increased property protection, personal safety, visibility, traffic safety, and enhances those areas fronting upon the illuminated street. All of the parcels within the Assessment District are located within the City of Carlsbad and are approved developments or are in the final stages of obtaining approval for a proposed development. As a condition of approval, the developer is required by the City to provide certain standard street lighting for the entire area within the development and pay the energy costs for the initial 18-month period. The units in a development are assessed the following fiscal year after the street lights are energized. Two Zones of benefit have been created within the citywide Street Lighting Zone as follows: Zone 1 - City owned and maintained street lights Zone 2 - Undeveloped property - non-benefiting, not assessed Zone 1 consists of the following eight sub-codes. CODE A1* Street lights at intersections only (residential) \3 City of Carlsbad DRAFT May 5,2011 Street Lighting and Landscaping District No. 1 Final Annual Engineer's Report- FY 2011-12 Page 5 CODE B1* Street lights at intersections and mid-block (residential) CODE C1* Street light spacing at current City engineering standards (residential) CODE D1* City owned street lights on surrounding streets, private lighting within development (single-family residential, only adjacent City lights will be calculated for code assessment cost) CODE E2** Street light spacing at current City standard, condos and apartment buildings, ten units and above CODE F2** Street light spacing at current City standard, commercial and industrial parcels CODE G2** Special lighting and spacing standard, downtown redevelopment area CODE H1*** Street light spacing at current City standard, time shares only * The unit rate of assessment for these codes was based on equal shares of cost of maintenance and operation of the total lights within each code at the time of formation. ** The unit rate of assessment for these codes at the time of formation was based on the share of cost of maintenance and operation of total lights as determined by front footage percentage of each parcel in relation to total footage within each code. *** The unit rate of assessment for this code at the time of formation was based on a flat rate per unit. The method of assessment for codes within Zone 1 is based on units as shown in the following table. In the case of codes A1, B1, C1, and D1, a residential dwelling is equal to one benefit unit. In Code E2 condominium dwelling units or apartment buildings with ten units and above are assigned units based on the front footage of these developments. In Code F2 commercial and industrial parcels are assigned units based on the front footage of these developments. Code G2 includes the downtown redevelopment area and units in this code are also based on front footage. Code H1 only includes time share units, which are all assigned the same cost per unit. METHOD OF ASSESSMENT FOR STREET LIGHTING Street Lighting Code Benefit Unit A1, B1, C1, D1 Residential dwelling unit = one benefit unit E2 FP Commercial, residential and redevelopment area = one front foot of PP street frontage = one benefit unit H1 Time shares = $0.20 per weekly unit The Street Lighting Zone assessments will not increase in Fiscal Year 2011-12, and will remain at the same unit rates as assessed in the last fifteen fiscal years. All new assessors' parcels, which by petition of the property owner(s) have been added to the Street Lighting Zone, will be calculated at the same unit rates as used in the last fifteen fiscal years. City of Carlsbad Street Lighting and Landscaping District No. 1 Final Annual Engineer's Report - FY 2011-12 DRAFT May5, 2011 PageS The rate per assessment unit for Fiscal Year 2011-12 in each of the eight codes is shown in the following table. STREET LIGHTING ASSESSMENT UNIT RATES Street Lighting Code A-1 B-1 C-1 D-1 H-1 E-2 F-2 G-2 Rate per Unit $14.84 / Unit $23.94 / Unit $26.00 / Unit $6.90 / Unit $0.20 / Unit $0.372765 / Foot $0.580858 / Foot $2.690464 / Foot For the specific assessment on each parcel, reference is made to the Assessment Roll on file at the Engineering Department, which is incorporated herein by this reference as though set forth in full. PART 2 - STREET TREE IMPROVEMENT ZONE PLANS AND SPECIFICATIONS: The existing number of trees within the public right of way that the City has maintenance responsibility for is approximately 10,955 trees. The work consists of maintenance to all the City accepted and inventoried trees within the public right-of- ways. Tree maintenance includes planting, pruning, watering, root pruning, removing and replacing. The district annually responds to approximately 600 street tree work orders and requests and provides storm or other emergency assistance as necessary. The district also funds a Block Pruning Program where every tree within the district is inspected/pruned on a 4 - 4 1/2 year cycle and selective genus (e.g. Eucalyptus, Ficus) are also pruned on a supplemental 2 - 2 % year cycle. The general location of the street tree improvements are as shown on the City's full-scale map titled "Street Tree Improvement Zone Location Diagram for Fiscal Year 2011-12" on file at the Engineering Department. A reduced copy of the map is included as Figure 2 in this report. DIAGRAM OF THE ASSESSMENT DISTRICT: The diagram of the Assessment District is as shown on the City's full-scale map titled "Street Tree Improvement Zone Location Diagram for Fiscal Year 2011-12" on file at the Engineering Department. A reduced copy of the map is included as Figure 2 in this report. The lines and dimensions of each lot or parcel within the Street Tree Improvement Zone and the distinctive assessor's parcel number are shown on the San Diego County Assessor's map which is also on file at the Engineering Department. ESTIMATE OF THE COST OF THE IMPROVEMENTS: The estimated total cost of maintaining and servicing the City's inventory of public street tree improvements is $687,192. The estimated total cost includes the furnishing of all services and materials for the ordinary and usual maintenance and servicing of street trees. For budgetary purposes, the costs are segregated into three categories of Personnel, Maintenance and Operations, and Capital Improvements. These three categories include the following services and expenditures: City staff assigned to Street Tree services, City administration (updating expenditures and segregation of the assessments), engineering and legal expenses, coordination between citizens and City staff for the maintenance of City street trees, providing expertise to City inspectors during inspection of the trees, maintaining as-built records of City street tree City of Carlsbad Street Lighting and Landscaping District No. 1 Final Annual Engineer's Report- FY 2011-12 DRAFT MayS, 2011 Page? system for future maintenance, updating of the street tree mapping and inventory database, checking proposed improvement plans for conformance with City standards regarding street trees, coordinating with Planning, Engineering and Engineer's of Work to ensure that departmental needs are met, the provision of supplies such as pesticides, fertilizer, and water, and the cost for purchase of capital equipment and new/replacement street trees. The following table shows the breakdown of the estimated total costs into the three budgetary categories. TOTAL ESTIMATED FY 2011-12 STREET TREE MAINTENANCE & SERVICE COSTS Personnel Maintenance & Operations Total Cost Estimate $366,089 $321,103 $687,192 The net assessable amount to be levied upon the assessable lands within the Assessment District is $465,269. This amount is derived by subtracting the amounts of the current improvement fund surplus and contributions from other funding sources from the total cost estimate. The following table shows how the net assessable amount is derived: FY 2011-12 NET ASSESSABLE AMOUNT - STREET TREE MAINTENANCE Total Cost Estimate Less: Contribution from LLD No. 2 Interest Earned Fund Balance from Previous Fiscal Year General Fund Loan Plus: Estimated Fund Reserve at end of Fiscal Year Net Assessable Amount $687,192 $28,542 $1,550 $78,376 $113,455 $0 465,269 Any share of the benefits received from an improvement that does not provide a special benefit to the assessed properties is considered to be a general benefit provided by the improvements. The cost of such general benefit is not to be assessed to the properties in the Assessment District, but instead is contributed by the City from the General Fund. For street trees, the City has determined that there is no general benefit. AN ASSESSMENT OF THE ESTIMATED COSTS OF THE IMPROVEMENTS: The existing number of trees within the public right of way that the City only has maintenance responsibility for is approximately 10,955 trees. Street trees that are in the street right-of-way are generally located between the curb and sidewalk and/or property line in the areas of the City as shown in Figure 2. Each property within the Street Tree Improvement Zone receives approximately the same degree of benefit to their property. Therefore, staff established a benefit formula in which each zoned parcel is given an equivalent dwelling unit (EDU) based on the average size of a single-family residential lot in the City of Carlsbad (7,500 square feet or 0.17 acres). Thus, each single-family parcel is given an EDU of 1.0, while most other parcels, as shown on the following table, are given assessments City of Carlsbad Street Lighting and Landscaping District No. 1 Final Annual Engineer's Report - FY 2011-12 DRAFT May5, 2011 Page8 based on acreage to establish an EDU value based on the following formula: Acreage of parcel divided by 0.17 acres = EDUs. This formula was approved by City Council at the June 6, 1989 regular meeting. STREET TREE BENEFIT UNITS AND LAND USE CODES BEN. ;, UNITS Formula .1/DU .1/DU 1.0 1.0 .5/DU .1/DU .1/DU .1/DU .1/DU .1/DU .1/DU .1/DU Formula Formula Formula Formula Formula Formula Formula Formula Formula Formula Formula Formula Formula Formula Formula Formula Formula Formula Formula Formula Formula Formula Formula Formula Formula Formula Formula Formula Formula •; L.U. ,=.rCODE^ 00 07 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 49 ^LA%' USE DESCRIPTION • ' '' Unzoned Timeshare Mobile home Vacant residential Single-family residence Duplex or double Res. 2-4 units/2 houses Res. 5-15 units Res. 16-60 units Res. 61 units and up Condominium Co-op Misc. residential Vacant commercial 1-3 story misc. store bldgs. 4 story & up office/store Regional shopping ctr. Community shopping ctr. Neighborhood shopping ctr. Hotel, motel Service station Med., dental, animal hospital Con. Hospital, rest home Office condominiums Parking lot, garage, used cars Trailer park Theater Bowling alley Restaurant Car wash Large chain grocery/drug Auto sales/service agency Misc. comm., radio stn., bank Vacant industrial Factory - light manufacturer Factory - heavy manufacturer Warehouse - proc. Or stor. Bulk storage (tanks, etc.) Extractive & mining Small automotive garage Industrial condos Spec./misc. industrial , BEN. UNITS 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 0.0 0.0 0.0 0.0 0.0 0.0 Formula Formula Formula Formula Formula Formula Formula 0.0 0.0 0.0 0.0 Formula 0.0 LU. CODE 50 51 52 53 54 55 56 57 58 59 61 62 63 64 65 70 71 72 73 74 75 77 79 80 81 82 83 84 85 86 87 88 89 90 , •• '*.-,.>*.;•+••**,:,- 1.-'.- ',,?;-;-. >' • '' LAND USE DESCRIPTION Vacant irrigated Citrus Avocados Vines Misc. trees Livestock Poultry Misc. irrigated crops Growing houses Special/misc. irrigated Non-irrigated 1-10 AC Non-irrigated 1 1 -40 AC Non-irrigated 41-160 AC Non-irrigated 161-360 AC Non-irrigated 361 & up AC Vacant institutional Church Church parking/related Cemetery Mausoleum Mortuary Hospital Spec./misc. institutional Vacant recreational Meeting hall, gym Golf course Marine, dock Recreational camps Non-tax recreational Open space easements Agr. Preserve (no contract) Agr. Preserve (contract) Spec./misc. recreational Vacant tax. Govt. property Formula: If acres < .20, then Benefit Units (BU) = 1.0, otherwise BU = 5.9 x Acres (i.e. Acres/0.17) \1 City of Carlsbad DRAFT May 5,2011 Street Lighting and Landscaping District No. 1 Final Annual Engineer's Report-FY 2011-12 Page 9 The Street Tree Improvement Zone assessments will not increase in Fiscal Year 2011-12, and will remain at the same unit rate of $36.10 per EDU as assessed in the last fifteen fiscal years. All new assessor's parcels, that by petition of the property owner(s) have been added to the Street Tree Improvement Zone, will be calculated at the same unit rate as used in the last fifteen fiscal years. This unit assessment is applied to 14,235 parcels in the Street Tree Improvement Zone. The total number of EDUs for these parcels amounts to approximately 12,889.52 EDUs. The revenue generated by these parcels amounts to $465,269.32. For the specific assessment on each parcel, reference is made to the Assessment Roll at the Engineering Department, which is incorporated herein by this reference as though set forth in full. PART 3 - MEDIAN LANDSCAPING IMPROVEMENT ZONE PLANS AND SPECIFICATIONS: The Street Median program provides weekly landscape maintenance and litter control to all City medians and to Redevelopment Landscape improvement areas. It includes maintenance on a weekly basis of approximately 65 acres of landscaped medians and 8 acres of planter boxes, parkways, and landscape pockets. Maintenance includes trash pick-up, weed control, pruning, planting, pesticide/fertilizer application, removals, replanting, irrigation repair/adjustment, and hardscape cleaning. A contractual median maintenance program provides for contracting, administering and overseeing median maintenance for approximately 65 acres of City medians. The general location of the median landscaping improvements are as shown on the City's full scale map titled "Street Median Improvement Zone and Median Facilities Location Diagram for Fiscal Year 2011-12" on file at the Engineering Department. A reduced copy of the map is included as Figure 3 in this report. DIAGRAM OF THE ASSESSMENT DISTRICT: The diagram of the Assessment District is as shown on the City's full scale map titled "Street Median Improvement Zone and Median Facilities Location Diagram for Fiscal Year 2011-12" on file at the Engineering Department. A reduced copy of the map is included as Figure 3 in this report. The lines and dimensions of each lot or parcel within Median Landscaping Improvement Zone and the distinctive assessor's parcel number are shown on the San Diego County Assessor's map which is also on file at the Engineering Department. ESTIMATE OF THE COST OF THE IMPROVEMENTS: The estimated total cost of maintaining and servicing the City's inventory of public street median improvements is $846,312. The estimated total cost includes the furnishing of all services and materials for the ordinary and usual maintenance and servicing of the median landscaping. For budgetary purposes, the costs are segregated into three categories of Personnel, Maintenance and Operations, and Capital Improvements. These three categories include the following services and expenditures: City staff assigned to Median Landscaping services, City administration (updating expenditures and segregation of the assessments), engineering and legal expenses, coordination between citizens and City staff for the maintenance of City medians, providing expertise to City inspectors during inspection of the medians, maintaining as- built records of City street median system for future maintenance, updating of the median mapping and inventory database, checking proposed improvement plans for conformance with City standards regarding medians, coordinating with Planning, Engineering and City of Carlsbad Street Lighting and Landscaping District No. 1 Final Annual Engineer's Report - FY 2011-12 DRAFT May5, 2011 Page 10 Engineer's of Work to ensure that departmental needs are met, the provision of supplies such as pesticides, fertilizer, and water, and the cost for purchase of capital equipment and refurbishment of the medians. The following table shows the breakdown of the estimated total costs into the three budgetary categories. TOTAL ESTIMATED FY 2011-12 MEDIAN LANDSCAPING MAINTENANCE & SERVICE COSTS Personnel Maintenance & Operations Total Cost Estimate $206,161 $640,151 $846,312 The net assessable amount to be levied upon the assessable lands within the Assessment District is $359,174. This amount is derived by subtracting the amounts of the current improvement fund surplus and contributions from other funding sources from the total cost estimate. The following table shows how the net assessable amount is derived: FY 2011-12 NET ASSESSABLE AMOUNT - MEDIAN MAINTENANCE Total Cost Estimate $846,312 Less: LLD #2 Contribution Fund Balance from Previous Fiscal Year General Fund Loan Plus: Estimated Fund Reserve at end of Fiscal Year Net Assessable Amount $115,886 $11,766 $359,486 $0 359,174 Any share of the benefits received from an improvement that does not provide a special benefit to the assessed properties is considered to be a general benefit provided by the improvements. The cost of such general benefit is not to be assessed to the properties in the Assessment District, but instead is contributed by the City from the General Fund. For median landscaping, the City has determined that there is no general benefit. The beginning fund balance from the 2010-11 Fiscal Year was created from deferring costs from the irrigation retrofit and tree replanting in the medians of College Blvd, and from cost savings achieved by the District in the 2010-11 Fiscal Year. AN ASSESSMENT OF THE ESTIMATED COSTS OF THE IMPROVEMENTS: This service generally benefits all parcels and residents within the City boundaries. Thus, all parcels in the City boundary share in the cost of median maintenance using the same EDU formula as in effect for the Street Tree Improvement Zone. City staff established the benefit formula in which each zoned parcel is given an equivalent dwelling unit (EDU) based on the average size of a single-family residential lot in the City of Carlsbad (7,500 square feet or 0.17 acres). Thus, each single-family parcel is given an EDU of 1.0, while most other parcels, as shown on the following table, are given assessments based on acreage to establish an EDU value based on the following formula: Acreage of parcel divided by 0.17 acres = EDUs. This formula was approved by City Council at the June 6, 1989 regular meeting. City of Carlsbad Street Lighting and Landscaping District No. 1 Final Annual Engineer's Report - FY 2011-12 DRAFT May5, 2011 Page 11 LANDSCAPE MAINTENANCE BENEFIT UNITS AND LAND USE CODES BEN. UNITS1 Formula .1/DU .1/DU 1.0 1.0 .5/DU .1/DU .1/DU .1/DU .1/DU .1/DU .1/DU .1/DU Formula Formula Formula Formula Formula Formula Formula Formula Formula Formula Formula Formula Formula Formula Formula Formula Formula Formula Formula Formula Formula Formula Formula Formula Formula Formula Formula Formula Formula , »-%;,,"CODE1 00 07 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 49 •'HjijjvKv: •:««€-- *v*iiK'o- • -.:••••- :,., .*'3% LAND USE DESCRIPTION " • Unzoned Timeshare Mobile home Vacant residential Single-family residence Duplex or double Res. 2-4 units/2 houses Res. 5-15 units Res. 16-60 units Res. 61 units and up Condominium Co-op Misc. residential Vacant commercial 1-3 story misc. store bldgs. 4 story & up office/store Regional shopping ctr. Community shopping ctr. Neighborhood shopping ctr. Hotel, motel Service station Med., dental, animal hospital Con. Hospital, rest home Office condominiums Parking lot, garage, used cars Trailer park Theater Bowling alley Restaurant Car wash Large chain grocery/drug Auto sales/service agency Misc. comm., radio stn., bank Vacant industrial Factory - light manufacturer Factory - heavy manufacturer Warehouse - proc. Or stor. Bulk storage (tanks, etc.) Extractive & mining Small automotive garage Industrial condos Spec./misc. industrial -9Bfe£- UNITS* 1.0 1.0 1.0 1.0 1.0 1.0, 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 0.0 0.0 0.0 0.0 0.0 0.0 Formula Formula Formula Formula Formula Formula Formula 0.0 0.0 0.0 0.0 Formula 0.0 f LU-•-CODE' 50 51 52 53 54 55 56 57 58 59 61 62 63 64 65 70 71 72 73 74 75 77 79 80 81 82 83 84 85 86 87 88 89 90 • -, .^&^:*&lfa&i&<.. '••: LAND USE DESCRIPTION Vacant irrigated Citrus Avocados Vines Misc. trees Livestock Poultry Misc. irrigated crops Growing houses Special/misc. irrigated Non-irrigated 1-10 AC Non-irrigated 11 -40 AC Non-irrigated 41-160 AC Non-irrigated 161-360 AC Non-irrigated 361 & up AC Vacant institutional Church Church parking/related Cemetery Mausoleum Mortuary Hospital Spec./misc. institutional Vacant recreational Meeting hall, gym Golf course Marine, dock Recreational camps Non-tax recreational Open space easements Agr. Preserve (no contract) Agr. Preserve (contract) Spec./misc. recreational Vacant tax. Govt. property Formula: If acres < .20, then Benefit Units (BU) = 1.0, otherwise BU = 5.9 x Acres (i.e. Acres/0.17) The Median Landscaping Improvement Zone assessments will not increase in Fiscal Year 2011-12, and will remain at the same unit rate of $8.34 per EDU as assessed in the last fifteen fiscal years. All new assessors' parcels that have been added within the City boundaries are City of Carlsbad DRAFT May 5,2011 Street Lighting and Landscaping District No. 1 Final Annual Engineer's Report - FY 2011-12 Page 12 automatically added to the Median Landscaping Improvement Zone and will be calculated at the same unit rate as used in the last fifteen fiscal years. This unit assessment is applied to 50,772 parcels in the Median Landscaping Improvement Zone. The total number of EDUs for these parcels amounts to approximately 43,111.50 EDUs. The revenue generated by these parcels amounts to $359,174.46. For the specific assessment on each parcel, reference is made to the Assessment Roll on file at the Engineering Department, which is incorporated herein by this reference as though set forth in full. Exhibit A contains a list the parcels that were incorporated into Street Lighting and Landscaping District No. 2 and are therefore being exempted from this Street Lighting and Landscaping District No. 1. These parcels were previously assessed for median benefit.