Loading...
HomeMy WebLinkAbout2012-05-22; City Council; Resolution 2012-107Exhibit 1 4 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. 2012-107 1 2 „ A RESOLUTION OF THE CITY COUNCIL OF THE 3 CITY OF CARLSBAD, CALIFORNIA, INITIATING PROCEEDINGS FOR THE ANNUAL LEVY OF ASSESSMENTS AND ORDERING THE 5 PREPARATION OF AN ENGINEER'S REPORT FOR A SPECIAL ASSESSMENT DISTRICT WHEREAS, the City Council ofthe City of Carlsbad, California previously formed a special assessment district pursuant to the terms of the Landscaping and Lighting Act of 1972, (Division 15, Part 2 ofthe State Streets and Highways Code, commencing with Section 22500), the special assessment district is known and designated as Street Lighting and Landscaping District No. 1 (hereinafter referred to as the "Assessment District"); and WHEREAS, the Assessment District is an existing assessment district in which assessments are not proposed to be increased, and is therefore exempt from the procedures and requirements pursuant to California Constitution Article XIIID § 5 (a); and WHEREAS, the City Council wishes to initiate proceedings to provide for the annual levy of assessments for the next ensuing fiscal year to provide for the annual costs for maintenance of improvements defined as existing street lighting, median landscaping and street trees ("Improvements"), within the Assessment District. NOW, THEREFORE, IT IS HEREBY RESOLVED AS FOLLOWS: RECITALS SECTION 1. That the above recitals are true and correct. DECLARATION OF INTENTION SECTION 2. That the public interest and convenience requires, and it is the intention of this legislative body to levy and collect assessments to pay the annual costs 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 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 2012-13; 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 28 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 Exhibit 1 That upon completion of the Report^ the original shall be filed with the City Clerk, who shall then submit the same to the City Council for its immediate review and consideration which is hereby ordered to be kept on file and open for public inspection in the Office ofthe City Clerk. FISCAL YEAR SECTION 4. That the Report shall include all costs and expenses of said maintenance and/or servicing relating to the fiscal year commencing July 1, 2012 and ending June 30, 2013. 7 1 PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council 2 of the City of Carlsbad on the 22"^ day of May, 2012, by the following vote to wit: 3 4 5 6 7 8 9 10 11 MATY'h^LL, Mayor 12 13 14 15 16 AYES: Council Members Hall, Kulchin, Blackburn, Douglas and Packard. NOES: None. ABSENT: None. ATTEST: DDRRAINE M. WOOD, City Clerk (SEAL) ^^,,.„,,^ 18 19 20 '"n7^n^^^^'' 21 22 23 24 25 26 27 28 Exhibit 2 DRAFT CITY OF CARLSBAD STREET LIGHTING AND LANDSCAPING DISTRICT NO. 1 FINAL ANNUAL ENGINEER'S REPORT FISCAL YEAR 2012-13 Prepared by: K. Dennis Klingelhofer, PE Harris & Associates RCE 50255 Exp. 6/30/13 Mav 2. 2012 Date CityofCarlsbad DRAFT May 2,2012 Street Lighting and Landscaping District No. 1 Final Annual Engineer's Report - FY 2012-13 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 2012-13 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 iDe 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. in City of Carlsbad DRAFT May 16,2012 Street Lighting and Landscaping District No. 1 Final Annual Engineer's Report - FY 2012-13 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 7,142 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 1,085 streetlights that were repaired and 16 new streetlights added to the street light inventory during Fiscal Year 2012-13. 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 2012-13" 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 2012-13" 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 $1,092,173. 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 departmental needs are met, the provision of electrical cun-ent and the cost for purchase of capital equipment and new street light facilities. City of Carlsbad Street Lighting and Landscaping District No. 1 Final Annual Engineer's Report - FY 2012-13 DRAFT May 16, 2012 Pages The following table shows the breakdown of the estimated total costs into the three budgetary categories. TOTAL ESTIMATED FY 2012-13 STREET LIGHTING MAINTENANCE & SERVICE COSTS Personnel $162,183 Maintenance & Operations $610,291 Streetlight Retrofit Project (Loan Repayment) $319,699 Total Cost Estimate $1,092,173 The net assessable amount to be levied upon the assessable lands within the Assessment District is $730,557. 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 2012-13 NET ASSESSABLE AMOUNT - STREET LIGHTING MAINTENANCE Total Cost Estimate $1,092,173 Less: Contribution for Services Public Parcels $28,000 Contribution from LLD No. 2 $66,752 General Benefit Contribution $113,387 Interest Earned $12,230 Fund Balance from Previous Fiscal Year $611,406 Plus: Estimated Fund Reserve at end of Fiscal Year $470,159 Net Assessable Amount $ 730,557 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 2012-13 DRAFT May 2, 2012 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 lights for collector s treets: 40 4,852 $1.53 $7,423.56 $89,082.72 Subtotal-1 4,852 $89,082.72 $18.36 High wattage lights for arterial streets: 80 0 $3.04 $0.00 $0.00 100 1,528 $3.80 $5,806.40 $69,676.80 150 534 $5.70 $3,043.80 $36,525.60 200 209 $7.60 $1,588.40 $19,060.80 250 19 $9.51 $180.69 $2,168.28 Subtotal-2 2,290 $127,431.48 $55.65 Total 7,142 $216,514.20 Annual Amount Difference Between Subtotal-1 & Subtotal-2 General Benefit = Annual Amount Difference Times No. of High Wattage Lights Total Est. Cost Less Public Parcel Contribution* General Benefit Percentage * Based on preliminary budget estimates $37.29 $85,387.08 $1,063,553 8.0% 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) City of Carisbad DRAFT May 2,2012 Street Lighting and Landscaping District No. 1 Final Annual Engineer's Report - FY 2012-13 Page 5 CODE Bl* Street lights at intersections and mid-block (residential) CODE 01* Street light spacing at current City engineering standards (residential) CODE Dl* 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 02** Special lighting and spacing standard, downtown redevelopment area CODE HI*** 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 Al, Bl, 01, and Dl, 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 Al, Bl, 01, Dl Residential dwelling unit = one benefit unit E2 F2 G2 Commercial, residential and redevelopment area = one front foot of street frontage = one benefit unit H1 Time shares = $0.20 per weekly unit The Street Lighting Zone assessments will not increase in Fiscal Year 2012-13, and will remain at the same unit rates as assessed in the last sixteen 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 sixteen fiscal years. City of Carlsbad Street Lighting and Landscaping District No. 1 Final Annual Engineer's Report - FY 2012-13 DRAFT May 16, 2012 Pages The rate per assessment unit for Fiscal Year 2012-13 in each of the eight codes is shown in the following table. STREET LIGHTING ASSESSMENT UNIT RATES Street Lightmg Code Rate per Unit A-1 $14.84 / Unit B-1 $23.94 / Unit C-1 $26.00 / Unit D-1 $6.90 / Unit H-1 $0.20 / Unit E-2 $0.372765 / Foot F-2 $0.580858 / Foot G-2 $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 6,720 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 500 street tree requests/work orders 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 year cycle and selective genus (e.g. Eucalyptus, Ficus, Podocarpus, Pyrus, Washingtonia) 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 2012-13" 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 2012-13" 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 $698,359. 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 system for future maintenance, updating of the street tree mapping and inventory City of Carlsbad Street Lighting and Landscaping District No. 1 Final Annual Engineer's Report - FY 2012-13 DRAFT May 16, 2012 Page 7 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 2012-13 STREET TREE MAINTENANCE & SERVICE COSTS Personnel $369,302 Maintenance & Operations $329,057 Total Cost Estimate $698,359 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 2012-13 NET ASSESSABLE AMOUNT - STREET TREE MAINTENANCE Total Cost Estimate $698,359 Less: Contribution from LLD No. 2 $46,927 Interest Earned $0 Fund Balance from Previous Fiscal Year $40,282 General Fund Loan $149,657 Plus: Estimated Fund Reserve at end of Fiscal Year $0 Net Assessable Amount $461,493 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 6,720 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 based on acreage to establish an EDU value based on the following formula: Acreage of parcel City of Carlsbad Street Lighting and Landscaping District No. 1 Final Annual Engineer's Report - FY 2012-13 DRAFT May 2, 2012 Page 8 divided by 0.17 acres = EDUs. regular meeting. This formula was approved by City Council at the June 6, 1989 STREET TREE BENEFIT UNITS AND LAND USE CODES BEN. LU. BEN. L.U. UNITS CODE LAND USE DESCRIPTION UNITS CODE LAND USE DESCRIPTION Formula 00 Unzoned 1.0 50 Vacant irrigated 1.0 51 Citrus .1/DU 07 Timeshare 1.0 52 Avocados .1/DU 09 Mobile home 1.0 53 Vines 1.0 10 Vacant residential 1.0 54 Misc. trees 1.0 11 Single-family residence 1.0 55 Livestock .5/DU 12 Duplex or double 1.0 56 Poultry .1/DU 13 Res. 2-4 units/2 houses 1.0 57 Misc. irrigated crops .1/DU 14 Res. 5-15 units 1.0 58 Growing houses .1/DU 15 Res. 16-60 units 1.0 59 Special/misc. irrigated .1/DU 16 Res. 61 units and up .1/DU 17 Condominium 1.0 61 Non-irrigated 1-10 AC .1/DU 18 Co-op 1.0 62 Non-irrigated 11-40 AC .1/DU 19 Misc. residential 1.0 63 Non-irrigated 41-160 AC 1.0 64 Non-irrigated 161-360 AC Formula 20 Vacant commercial 1.0 65 Non-irrigated 361 & up AC Formula 21 1-3 story misc. store bidgs. Formula 22 4 story & up office/store 0.0 70 Vacant institutional Formula 23 Regional shopping ctr. 0.0 71 Church Formula 24 Community shopping ctr. 0.0 72 Church parking/related Formula 25 Neighborhood shopping ctr. 0.0 73 Cemetery Formula 26 Hotel, motel 0.0 74 Mausoleum Formula 27 Service station 0.0 75 Mortuary Formula 28 Med., dental, animal hospital Formula 29 Con. Hospital, rest home Formula 77 Hospital Formula 79 Spec./misc. institutional Formula 30 Office condominiums Formula 31 Parking lot, garage, used cars Formula 80 Vacant recreational Formula 32 Trailer park Formula 81 Meeting hall, gym Formula 33 Theater Formula 82 Golf course Formula 34 Bowling alley Formula 83 Marine, dock Formula 35 Restaurant Formula 84 Recreational camps Formula 36 Car wash 0.0 85 Non-tax recreational Formula 37 Large chain grocery/drug 0.0 86 Open space easements Formula 38 Auto sales/service agency 0.0 87 Agr. Preserve (no contract) Formula 39 Misc. comm., radio stn., bank 0.0 88 Agr. Preserve (contract) Formula 89 Spec./misc. recreational Formula 40 Vacant industrial Formula 41 Factory - light manufacturer 0.0 90 Vacant tax. Govt, property Formula 42 Factory - heavy manufacturer Formula 43 Warehouse - proc. Or stor. Formula 44 Bulk storage (tanks, etc.) Formula 45 Extractive & mining Formula 46 Small automotive garage Formula 47 Industrial condos Formula 49 Spec./misc. industrial Formula: If acres < .20, then Benefit Units (BU) = 1.0, otherwise BU = 5.9 x Acres (i.e. Acres/0.17) n CityofCarlsbad DRAFT May 16,2012 Street Lighting and Landscaping District No. 1 Final Annual Engineer's Report - FY 2012-13 Page 9 The Street Tree Improvement Zone assessments will not increase in Fiscal Year 2012-13, and will remain at the same unit rate of $36.10 per EDU as assessed in the last sixteen 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 14,251 parcels in the Street Tree Improvement Zone. The total number of EDUs for these parcels amounts to approximately 12,784.95 EDUs. The revenue generated by these parcels amounts to $461,493.06. 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 2012-13" 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 2012-13" 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 $852,360. 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 confonnance with City standards regarding medians, coordinating with Planning, Engineering and Engineer's of Work to ensure that departmental needs are met, the provision of supplies City of Carlsbad Street Lighting and Landscaping District No. 1 Final Annual Engineer's Report - FY 2012-13 DRAFT May 16, 2012 Page 10 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 2012-13 MEDIAN LANDSCAPING MAINTENANCE & SERVICE COSTS Personnel $207,092 Maintenance & Operations $645,268 Total Cost Estimate $852,360 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 2012-13 NET ASSESSABLE AMOUNT - MEDIAN MAINTENANCE Total Cost Estimate $852,360 Less: LLD #2 Contribution $116,602 Fund Balance from Previous Fiscal Year ($360) General Fund Loan $378,089 Plus: Estimated Fund Reserve at end of Fiscal Year $0 Net Assessable Amount $358,029 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. 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 fonnula 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. 11 City of Carlsbad Street Lighting and Landscaping District No. 1 Final Annual Engineer's Report - FY 2012-13 DRAFT May 2, 2012 Page 11 LANDSCAPE MAINTENANCE BENEFIT UNITS AND LAND USE CODES BEN. L.U. BEN. L.U. UNITS CODE LAND USE DESCRIPTION UNITS CODE LAND USE DESCRIPTION Formula 00 Unzoned 1.0 50 Vacant irrigated 1.0 51 Citrus .1/DU 07 Timeshare 1.0 52 Avocados .1/DU 09 Mobile home 1.0 53 Vines 1.0 10 Vacant residential 1.0 54 Misc. trees 1.0 11 Single-family residence 1.0 55 Livestock .5/DU 12 Duplex or double 1.0 56 Poultry .1/DU 13 Res. 2-4 units/2 houses 1.0 57 Misc. irrigated crops .1/DU 14 Res. 5-15 units 1.0 58 Growing houses .1/DU 15 Res. 16-60 units 1.0 59 Special/misc. irrigated .1/DU 16 Res. 61 units and up .1/DU 17 Condominium 1.0 61 Non-irrigated 1-10 AC .1/DU 18 Co-op 1.0 62 Non-irrigated 11-40 AC .1/DU 19 Misc. residential 1.0 63 Non-irrigated 41-160 AC 1.0 64 Non-irrigated 161-360 AC Formula 20 Vacant commercial 1.0 65 Non-irrigated 361 & up AC Formula 21 1-3 story misc. store bidgs. Formula 22 4 story & up office/store 0.0 70 Vacant institutional Formula 23 Regional shopping ctr. 0.0 71 Church Formula 24 Community shopping ctr. 0.0 72 Church parking/related Formula 25 Neighborhood shopping ctr. 0.0 73 Cemetery Formula 26 Hotel, motel 0.0 74 Mausoleum Formula 27 Service station 0.0 75 Mortuary Formula 28 Med., dental, animal hospital Formula 29 Con. Hospital, rest home Formula 77 Hospital Formula 79 Spec./misc. institutional Formula 30 Office condominiums Formula 31 Parking lot, garage, used cars Formula 80 Vacant recreational Formula 32 Trailer park Formula 81 Meeting hall, gym Formula 33 Theater Formula 82 Golf course Formula 34 Bowling alley Formula 83 Marine, dock Formula 35 Restaurant Formula 84 Recreational camps Formula 36 Car wash 0.0 85 Non-tax recreational Formula 37 Large chain grocery/drug 0.0 86 Open space easements Formula 38 Auto sales/service agency 0.0 87 Agr. Preserve (no contract) Formula 39 Misc. comm., radio stn., bank 0.0 88 Agr. Preserve (contract) Formula 89 Spec./misc. recreational Formula 40 Vacant industrial Formula 41 Factory - light manufacturer 0.0 90 Vacant tax. Govt, property Formula 42 Factory - heavy manufacturer Formula 43 Warehouse - proc. Or stor. Formula 44 Bulk storage (tanks, etc.) Formula 45 Extractive & mining Formula 46 Small automotive garage Formula 47 Industrial condos Formula 49 Spec./misc. industrial 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 2012-13, and will remain at the same unit rate of $8.34 per EDU as assessed in the last sixteen fiscal years. All new assessors' parcels that have been added within the City boundaries are 20 CityofCarlsbad DRAFT May 2,2012 Street Lighting and Landscaping District No. 1 Final Annual Engineer's Report - FY 2012-13 Page 12 automatically added to the Median Landscaping Improvement Zone and will be calculated at the same unit rate as used in the last sixteen fiscal years. This unit assessment is applied to 50,120 parcels in the Median Landscaping Improvement Zone. The total number of EDUs for these parcels amounts to approximately 42,973.31 EDUs. The revenue generated by these parcels amounts to $358,028.80. 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.