HomeMy WebLinkAbout1988-04-05; City Council; 9370; AD 86-03 Public Hearing Confirming AssessmentsCl- OF CARLSBAD - AGENT” BILL
AB# 9370 TITLE:
MTG, 04/05/88 ASSESSMENT DISTRICT NO. 86-3
DEPT.- (CYNTHIA LANE) PUBLIC HEARING CONFIRMING ASSESSMENTS
RECOMMENDED ACTION:
1. Adopt Resolution No. n-//a confirming "Report" of the Superintendent of Streets and levying assessments in Chapter 27 proceedings.
2. Adopt Resolution No. 88-/3 awarding the sale of bonds.
ITEM EXPLANATION:
On March 25, 1986, the City Council approved the formation of this assessment district based on petitions from 73 percent of the property owners. A public hearing on the formation of the district was held on April 22, 1986. Three of the owners installed the improvements at their own expense and on February 3, 1987 a contract was awarded to construct the
balance. The project was completed and Notice of Completion approved by
Council on October 27, 1987.
The purpose of the public hearing is to allow the property owners to have input to the assessment amount as contained in the "Report" of the Superintendent of Streets. If Council finds the assessed amounts to be correct, the "Report" should be confirmed and assessment levied by adopting the resolution.
The owners have 30 days to pay the assessment, or a portion of it in cash,
or bonds will be sold and they will pay off the assessment over a period of
approximately nine years. A resolution is attached authorizing the sale of
the bonds.
FISCAL IMPACT:
The total project cost - including construction and incidentals - was $227,241.63. Design, survey and related costs were spread to all 12 owners. However, since three owners constructed their own improvements they cannot be assessed for the design and related costs. These costs amounted to
$15,501.02 and represent a cost for which the City will not be able to
collect a reimbursement. The balance of $211,740.61 will be assessed to the
nine property owners. The City advanced the funds to cover the costs on
this project and except as noted above, will be reimbursed from the sale of
bonds.
Details of the costs and individual assessments are contained in the
"Report" of the Superintendent of Streets which is attached.
The City has received an offer to purchase the bonds from the Sutro Company at an interest rate of 7.75 percent.
PAGE TWO OF AGENDA BILL NO. 7374
EXHIBITS:
1. Location Map
2. Order of Procedure
3. "Report' of the Superintendent of Streets
4. Certificate of Compliance with Notice Requirements
5. Resolution No. 88-H& confirming "Report" of the Superintendent of Streets and levying assessments in Chapter 27 proceedings.
6. Resolution No. flefl3 awarding the sale of bonds.
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LOCATION MAP
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LEGEND
wcnumMAP H.T.S.
r PROJECT NAME PROJ. NO. EXHIBIT
CYNTHIA LANE ASSESSMENT DISTRICT 3161 I
CITY OF CARLSBAD
ASSESSMENT DISTRICT NO. 86-3
(CYNTHIA LANE)
DATE OF PUBLIC HEARING: APRIL 5, 1988
PUBLIC HEARING HEARING REQUIRED PURSUANT TO THE "IMPROVEMENT ACT OF 1911"
FOR CONSIDERATION: (CHAPTER 27)
MAYOR:
CITY CLERK:
STAFF:
STAFF:
Announce that this is the time and place fixed for the .- public hearing on protests or objections to the
Engineer's "Report" and all other matters relating to
the assessment district designated as Assessment District
No. 86-3 (Cynthia Lane).
Announce that notice of Hearing has been given in the
manner and form as required by law, and that the
appropriate Certificate of Compliance is on file. Notice
was given in the following manner:
- Posting on property
- Mailing Notice to property owners
- Explain purpose, scope and order of procedure for
Public Hearing.
- Explain general nature, location and extent of the
proposed works of improvement and boundaries of the
Assessment District.
- Present and summarize "Report" pursuant to the provi-
sions of the Chapter 27 of the "Improvement Act of
1911", consisting of the following:
a. Cost estimate;
b. Assessment Roll;
C. Assessment Diagram;
d. Description of the works of improvement.
- Explain method and formula of assessment spread.
Report on number of protests received, summarize contents .I and announce that copies have been delivered to each
member of the legislative body.
END OF STAFF REPORT - OPEN FOR PUBLIC DISCUSSION
EXHIBIT 2
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ORDER OF PROCEDURE
CITY OF CARLSBAD
ASSESSMENT DISTRICT NO. 86-3
(CYNTHIA LANE)
PAGE TWO
DATE OF PUBLIC HEARING: APRIL 5, 1988
MAYOR: ASK -EACH SPEAKER TO IDENTIFY THEMSELVES AND THEIR
PROPERTY.
Protests should address the following:
A. Method of assessment spread and apportionment. .- B. Satisfactory completion of the work.
STAFF AND CITY COUNCIL: Discussion.
CITY COUNCIL:
CITY COUNCIL:
CITY COUNCIL:
By Motion, declare Public Hearing CLOSED.
IF TBE LEGISLATIVE BODY WISHES TO PROCEED:
Adopt RESOLUTION CONFIRMING "REPORT" AND LEVYING ASSESS-
MENTS: This Resolution confirms the "Report" of the
Engineer and levies the assessment.
Adopt RESOLUTION BAKING AWARD FOR SALE OF BONDS: This is
the formal acceptance of the offer to purchase bonds made
by Sutro L Co.
* * *
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AGENCY: CITY OF CARLSBAD
PROJECT: ASSESSMENT DISTRICT NO. 86-3
(CYNTHIA LANE)
TO: CITY COUNCIL
ENGINEER’S “REPORT”
PURSUANT TO THE PROVISIONS
OF CHAPTER 27 OF THE
“IMPROVEMENT ACT OF 191 l”,
AND SPECIFICALLY SECTION
5882 THEREOF
The CITY COUNCIL of the CITY OF CARLSBAD, STATE OF CALIFORNIA,
has initiated proceedings pursuant to the provisions of Chapter 27 of the
“Improvement Act of 1911”, commencing with Section 5870 of the Streets and
Highways Code of the State of California, for the installation and construction
of certain works of improvement, together with appurtenances, in a special
assessment district, said assessment district known and designated as
ASSESSMENT DISTRICT NO. 86-3 (CYNTHIA LANE) (hereinafter referred to
as the “Assessment District”).
WHEREAS, the property owners were noticed in the manner and form as
authorized by law, and a public hearing was held and the property owners
did not commence the construction within the sixty (60) days period, as
authorized and required by law; and,
WHEREAS, the City did then authorize the construction and installation of the
works of improvement, and upon completion of the construction, and the
designated Superintendent of Streets has prepared the necessary “Report”
setting froth the final costs of construction and installation, including in-
cidental expenses, and a description of all property benefitted from the works
of improvement and to be assessed therefor; and
WHEREAS, the City also authorized the issuance of serial bonds in accordance
with Division 7 of the Streets and Highways Code (“Improvement Act of
1911”) to represent each assessment of One Hundred Fifty Dollars ($150.00) or more remaining unpaid for thirty (30) days after the date of recordation of
the diagram and assessment for this improvement. The serial bond shall
extend over a period not to exceed NINE (9) YEARS from the second day of
January next succeeding the next September 1st following their date. The
interest rate on said bonds shall not exceed the current legal maximum rate of
12% per annum. Said bonds, upon redemption, shall provide a legal maximum
rate of 12% per annum. Said bonds, upon redemption, shall provide a pre-
mium of five percent (5%) on the unmatured principal, and the first two per-
cent (2%) collected as a delinquency shall be retained by the Treasurer as a
cost for servicing the delinquency.
I, the appointed SUPERINTENDENT OF STREETS, submit herewith the follow-
ing “Report” for approval and final confirmation, and do hereby set forth the
EXHIBIT 3
Rev. 3-88
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total costs and expenses of the improvements and assess said costs against
the parcels within the boundaries of the Assessment District in direct pro-
portion to the benefits received.
The costs to be assessed are set forth as follows with a detailed breakdown
on the following pages:
I. CONSTRUCTION $161,600.19
II. INCIDENTAL EXPENSES 65,641.44
Ill. TOTAL CONSTRUCTION AND
INCIDENTAL EXPENSES 227,241.63
IV. CONTRIBUTION 15,501.02
V. BALANCE TO ASSESSMENT 211.740.61
The parcels and properties to be assessed are generally set forth as follows:
ASSESSMENT TAX CODE
NUMBER PARCEL
AMOUNT OF
ASSESSMENT
1 156-230-37 8 0.00
2 156-230-38 0.00
3 156-230-41 - 26,156.95
4 156-230-42 26,285.49
5 156-230-49 29,670.15
6 156-230-50 26,007.,03
7 156-230-52 25,921.29
8 156-230-59 19,708;80
9 156-230-60 32,112.41
10 156-230-62 0.00
11 156-230-63 13,025.OO
12 156-230-64 12,853.49
The district costs have been spread to each parcel in relation to the benefits
received. This has been based on the front footage of each parcel in
accordance with previous presentations to the City Council. .
The three parcels receiving a zero assessment have exercised their option to
construct the improvement themselves and thus the City’s contractor did not
complete any work along those parcels. A portion of the cost to initiate the
District and to prepare the plans, however, benefitted these parcels. This
cost ($15,501.02) has been shown as a City contribution to the district. This
“contribution” is offset by permit fees which were paid by the three property
owners who completed their own frontage improvements.
Rev. 3-88
CITY OF CARLSBAD
ASSESSMENT D ISTR I CT 86-3
CYNTHIA LANE
Final Construction Costs:
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
Clear & grub
Unclassified excavation
AC paving
Aggregate base
Curb & gutter
Survey monument
Street lights
Fire hydrant
6” water main
1 II air release valve
1 ‘I water service
8” water main
6” VCP water
Sewer access hole
Sewer cleanout
Sewer lateral
Joint utility trench
Gas trench
3” elec conduit
2” elec’ conduit
4” elec: conduit
Telephone conduit
SDGEE
Telephone
Cable TV
$ 14,912.50
18,067.OO
11,822.40
7,939.72
10,749.17
325 .OO
2,880.OO
2,700.OO
8,946.OO
650.00
8,625.OO
6,516.OO
8,364.OO
3,800.OO
5,225.OO
9,ooo.oo
7,008.OO
525.00
630.00
3,300.oo
2,317.50
904.00
$134,660.29
21,444.90
3,495.oo
2,ooo.oo
$161,600.19
Rev. 3-88
INCIDENTAL COSTS
Design Engineer*
Right-of-Way Engineering*
Des. Survey*
Soils Engineer*
Prev. Mgmt. (thru design)*
Assessment Engineer
Reproduction
Advertising
Construction Management
Inspection
Material Testing
Bond Servicing
Bond Discount (4%)
Bond Counsel (2%)
$13,925.00
12,350.OO
3,550.oo
900.00
4,174.46
5,ooo.oo
807.00
405.00
6,065.fIO
2,835.OO
926.00
2,ooo.oo
8,469.63
4,234.81
$65,641.44
* These items were spread to the property owners who completed the work on
their own. The total cost is represented as a contribution.
Rev. 3-88
This “Report” is hereby prepared,
the 25* day of MARCH
submitted and filed with the City Clerk on
, 1988.
SUPERINTENDENT OF STREETg
CITY OF CARLSBAD
STATE OF CALIFORNIA
I, ALETHA RAUTENKRANZ, as CITY CLERK of the CITY OF CARLSBAD,
CALIFORNIA, do hereby certify that the foregoing Assessment, to rther with
the Diagram attached thereto, was filed in my office on the ~5 9 day of
MARrcl , 1988.
(ckQ&L aQ RaA
CITY CLERK
CITY OF CARLSBAD
STATE OF CALIFORNIA
I, ALETHA RAUTENKRANZ, as CITY CLERK of the CITY OF CARLSBAD,
CALIFORNIA, do hereby certify that the foregoing Assessment, together with
the Diagram attached thereto, was confirmed by the City Council of said City
on the day of , 1988.
CITY CLERK
CITY OF CARLSBAD
STATE OF CALIFORNIA
Rev. 3-88
.
ASSESShilENT DIAbkAM
ASSESSMENT DISTRICT 86-3
(CYNTHIA LANE)
CITY OF CARLSBAD, CALIFORNIA
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CERTIFICATE OF COMPLIANCE
STATE OF CALIFORNIA
COUNTY OF SAN DIEGO
CITY OF CARLSBAD
ALETHA RAUTENKRANZ, under penalty of perjury, hereby CERTIFIES that the undersigned
is the duly qualified and acting CITY CLERK of the CITY OF CARLSBAD, CALIFORNIA.
Acting in my official capacity, I gave notice of the public hearing to be held in
connection with a special assessment district known and designated as ASSESSMENT
DISTRICT NO. 86-3 (CYNTHIA LANE) (hereinafter referred to as the "Assessment
District") in the following manner:
1. Personal service was made on the property owners on the day of I
1988.
OR, IN THE ALTERNATIVE,
A copy of said Notice was mailed, postage prepaid, on the 21 day of #w
1988, to the person in possession of said property or to the owner thereof a;
his last known address as the same appears on the last equalized assessment of
the County, or as their names and addresses are known to me. A copy of said
Notice is attached hereto.
2. A copy of said Notice, printed on a card not leas than eight (8) inches by ten
(10) inches in size, was posted in a conspicuous place on the property on the 23 %? day of PiARCH , 1988.
3. A copy of the AGENDA for the meeting of -7 1988, setting forth a general
description of the project and the time and place of the meeting, was posted in
a location freely accessible to the general public at least 72 hours before the
time set for said meeting; said posting being accomplished on the
APRII
/ s7- day of
, 1988.
EXECUTED this -tr\ 3 day of t3 PRIL , 1988, at Carlsbad, California.
CITY CLERK
CITY OF CARLSBAD
STATE OF CALIFORNIA
EXHIBIT 5
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RESOLUTION NO. 88-112
RESOLUTION OF THE CITY COUNCIL OF THE CITY
AND LEVYING ASSESSMENTS IN
ACT OF 1911"
WHEREAS,
CALIFORNIA, pursuant to
Article 2 of
CITY OF CARLSBAD,
provisions of Chapter 27, being
Code of the State of California
has authorized that certain
constructed and installed in
properties in
"Improvement Act of 1911"),
improvement shall be
certain privately owned
NO. 86-3 (CYNTHIA LANE) (hereinafter eferred to as the “Assess-
ment District"); and,
WHEREAS, at
improvement
the works of
Chapter 27 of the
final cost of construction, together wit the date, time and-
place for pub
as authorized by law; and,
WHEREAS, all property owners and/or other
have had an opportunity to be heard and pres
relates to the method of the construction and/or
apportionment of the final spread of the asses
WHEREAS, this legislative body is now satisfie
final "Report" of the Engineer as submitted,
desirous to proceed to approve said "Report" and the
assessments. :,,
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NOW, THEREFORE, IT IS HEREBY RESOLVED AS FOLLOWS:
SECTION 1. That the above recitals are all true and
orrect.
5 SECTION 2. That all rotests and objections of any kind as
6 received are hereby overrule and denied.
7 SECTION 3. That roceedings heretofore conducted
8 pursuant to Chapter 27 Act of 1911" for the
g construction of certain the Assessment District
lo have been conducted in the form manner required by law, and
11 are herewith confirmed and approved.
12 SECTION 4. That the "Report" as revised,
13 corrected or modified, is herewith
14 SECTION 5.
15 improvement, and financing costs,
16 is hereby confirmed and assessed against
benefited and fronting upon the improvement so constructed, all
18 as II set forth in the "Report" of
19 said "Report" as submitted, is hereby
20 reference as though fully set forth.
21 SECTION 6. That all such if not paid,
22 shall constitute a special assessment the respective
23 parcels of property involved fr
24 LIEN AND ASSESSMENT, which lien shall continue unti the assess-
25 ments and all interest thereon
26 discharged.
27 SECTION 7. That as previously authorized,
28 shall be issued in accordance with Division
\ :,
1
2 Highways Code of the State of California ("Improvement Act of
3 1911") to represent eat assessment of $150.00 or more remaining
4 unpaid for thirty (30) after the date of the confirmation of
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if assessments are not discharged, bonds shall be issueh pursuant
',,, to the provision6 of the "Improvement Act of 1911" to r'epresent
28 unpaid assessments.
the "Report" The serial bonds shall extend over
a period of not to exceed INE (9) YEARS from the 2nd day of
January next succeeding the n September 1st after their date.
SECTION 8. That this 1 islative body further elects to
provide that said bonds, upon r shall provide a premium
of five percent (5%) on the matured principal, and said
language shall be added to the red tion clause in the bond form
to require the property owner to said premium in order to
discharge the obligation of This legislative body
further elects and declares first two percent (2%)
collected as a delinquency shall be retained as a cost for
servicing the delinquency, and the bon so delcare that
said penalty
SECTION 9. That immediately conclusion of the
public hearing and the confirmation of the City
Clerk shall cause the following notice requir nts to be met and
accomplished:
A. Mail to each owner of operty within
the Assessment District a NOTICE OF ASSESSMENT con ning a desig-
nation and description of the property, the amount the assess-
ment, the time and place of payment thereof, and a st ement that
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2 B. Publish in the designated newspaper a NOTICE
3 OF ASSESSMENT,
successive the time and place for
issued to represent unpaid
6 assessments.
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8 certified copy
he Office of the County Recorder a
9 as authorized by Section
10 the State of California.
11 SECTION 10.
12 tion period
13 Assessments,
14 County Recorder
in the Office of the
16 Code of the State of California.
17 PASSED, APPROVED AND ADOPTED by the Cit Council of the City
18 Of Carlsbad at
by the following vote,
20 AYES:
21 NOES:
22 ABSENT:
23 CLAUDE A. LEWIS, Mayor
24 ATTEST:
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26 ALETHA L. RAUTENKRANZ, City Clerk
27 (SEAL)
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RESOLUTION NO. 88-1 .13
RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF CARLSBAD, LIFORNIA, MAKING AWARD FOR
SALE OF BONDS, ND PROVIDING FOR THE ESTAB-
WHEREAS, CITY OF CARLSBAD,
ZALIFORNIA, has heretofore conducted proceedings
under the te being Article 2
>f Part 3 of Division ode of the State
,f Californi or the construc-
:ion of certain public works of rovement, together with appur-
:enances and appurtenant assessment district
cnown and designated as 86-3 (CYNTHIA
LANE) (hereinafter referred to as he "Assessment District");
Pnd,
WHEREAS, in the Resolution of a Int ntion it was determined
nnd declared that bonds should issue unde the provisions of said
'Improvement Act of 1911"; and,
WHEREAS, there has now been received, in proper form, an
offer to purchase said bonds to issue un r said proceedings
[hereinafter the
:he interests of
jistrict and shoul
"proposal"), which is consi red to best
t
serve
owners of land included wit in the Assessment
d be accepted.
NOW, THEREFORE, IT IS HEREBY RESOLVED AS
SECTION 1. That the above recitals
:orrect.
true and
\ SECTION 2. That the proposal received fAom STONE & \
!OUNGBERG for the purchase of improvement bonds representing
lnpaid assessments in said Assessment District is hereby accepted
rnd approved.
1
SECTION 3. That said sale is 2 subject to all the terms and
conditions as 3 set forth in the the accepted proposal, and a copy
of 4 said proposal shall be kept on file with the transcript of
5 these proceedings.
SECTION 4. 6 hat the Treasurer be, and hereby is, directed
7 the expiration of the
and said Treasurer shall then have said 8
o bonds signed of the amount of monies Y
and upon the performance of all the
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conditions as set
SECTION 5.
be, and the same hereby is
forth in said acce
e or rates on said bonds
at the rate or rates as set
SECTION 6. is hereby authorized and
directed to keep a redemption gnated by the name of the
proceedings, into which he shall lace all sums received for the
collection of the assessments and he interest thereon, together
19 with all penalties, if applicable, and from which he
20 shall disburse such funds owner. Under no
21 circumstances shall the said bonds or thereon be paid
22 out of any other fund except Said fund shall
23 be known as the REDEMPTION FUND, designated by the
24 name of this Assessment District.
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25 PASSED, APPROVED AND ADOPTED by the City Council of the City
26 Of Carlsbad at its regular meeting held on the day of
27 , 1988, by the following vote, to wit:
28
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