HomeMy WebLinkAbout1993-09-28; City Council; 12416; UPDATE ON COMMUNITY FACILITIES DISTRICT - CFD NO. 2 - RANCHO SANTA FE ROAD AND APPROVAL OF PREPAYMENT AGREEMENTI
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DEPT. CM
9/28/93 UPDATE ON COMMUNITY FACILITIES DISTRICT
(CFD NO. 2) RANCHO SANTA FE ROAD, AND
APPROVAL OF PREPAYMENT AGREEMENT
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Y OF CARLSBAD - AG~A BILL / ‘/ ’ Qc if
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&,&dL.& c$Q .TMd RECOMMENDED ACTION: JA qci lA +G e7 B5-j
Adopt Resolution Noy3-2bapproving the Form of a Prepayment Agreement.
ITEM EXPLANATION:
On July 27, 1993, staff updated the City Council on the status of the recent effort
create a financing plan for Rancho Santa Fe and Olivenhain Roads. Since that mee
the property owners and staff have worked diligently on both the project definition
financing proposals to reach agreement on a financing plan which could be preser
to the Council at this meeting. These joint efforts have succeeded in creating
financing program described in the following report. The final financing program
be presented to the Council as soon as outstanding right-of-way, and minor forn
issues can be resolved.
The purpose of this report is to update Council on the status of the Community Facilj
District formation process, and to ask for Council approval of an agreement that
allow certain property owners to prepay their obligation for Rancho Santa Fe
Olivenhain roads.
Status of formation process
Following the July 27 Council meeting, staff called a meeting of all property ow
subject to the Rancho Santa Fe and Olivenhain financing conditions. This mee
resulted in the creation of two working groups, one focusing on project definition
cost estimates, the other focusing on the financing issues and taxing formula. TI
subcommittees held several meetings between July 28 and August 23. On August
1993 both committees presented the results of their work to the property owners grc
There is now a general consensus on issues related to project cost and timing, and
tax formula among the property owners. The key points of each issue are summari
below.
- Cost - The City Engineer has established that the cost estimate for the construction of
Rancho Santa Fe and Olivenhain Road improvements is approximately $37 million. ‘
project will be constructed in four stages over a time period of approximately 16 ye
The property owners have asked that the City include the construction of a drain
basin and certain intersection improvements at Olivenhain and Rancho Santa Fe Rc
in the project description. Although these improvements were previously excludec
the City, the City Engineer has agreed to the inclusion of these improvements.
Taxinn Formula - The taxing formula was developed by the financing subcommittee. I
formula includes three basic parts: the One-Time Tax, the Undeveloped Land Tax, i
the Special Deficiency Tax. Although the entire taxing formula will be explainec
detail when the Council considers adoption of the Resolution of Intention at a fut
meeting, in general these taxes are as follows:
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Page Two of Agenda Bill No. /2! y /6 /L
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*; " One-Time Tax - The CFD formula will set a tax that will be paid by ea
developer at the time a building permit is pulled. This tax extinguishes any a
all future obligation for the project under construction. In the case of
residential dwelling, it is this tax that ensures that the home owner will not lx
a CFD tax to pay in subsequent years. While the exact amount of the tax is s
subject to change as the CFD documents are finalized, the current calculatic
set the tax at $10,250 per dwelling unit.
Undeveloped Land Tax - The CFD will be empowered to place a tax
undeveloped land in certain instances. These include 1) to make debt sew
cover annual debt service payments, 3) to pay administrative costs. 1
undeveloped land tax would only be used in cases where the CFD was requi
to pay for debt service or other obligations that could not be funded from 1
cash flow from one-time taxes paid into the fund.
Deficiency Tax - This is a tax that is being established to protect the District fr
decreases in development. The funding formula assumes that approximat
3,500 units will ultimately be developed in the area. Although this numbe
well below the expected yield on the property included in the CFD boundar
if development densities should decrease the CFD will still be required to fi
the full project. The deficiency tax will be imposed when a final map calls
fewer units to be built than are anticipated by the CFD documents. Develop
have reviewed the estimates used in the CFD projections and have agreed to t
condition.
payments, 2) to replenish a debt service reserve funds or other funds used
Calendar - The district formation process is slightly behind schedule due to issues rela
to the acquisition of right-of-way. These issues are being addressed by Fieldstone i
the City and should be resolved quickly unless Fieldstone is unable to dedicate
necessary right-of-way. If this becomes an issue, the calendar for District formation n
be significantly extended.
The Calendar staff is recommending to the City Council calls for approval of
prepayment agreement before the Council at this time, followed by the adoption c
Resolution of Intention (ROI) to form the CFD a few weeks later. The approval of
Prepayment Agreement will allow the City to meet the School District's needs
certainty on their grading schedule, while the delay of the ROI will allow the City to g
certainty about the availability of right-of-way.
CFD law provides for two calendars for formation. The more common schedule calls
the adoption of the Resolution of Intention to form the District, followed in 30 to
days by a public hearing. The Council then sets a date for the election 90 to 180 d
after the public hearing. A shorter calendar allows the Council to call for the elect
immediately if 100% of the property owners within the District have waived the 90
180-day waiting period requirement. These two calendars are summarized below:
e 1
--- Page Three of Agenda Bill No. I xi YI6
I-, . v Optional Calendars for CFD Formation:
option of Resolution of Intention
Staff is still reviewing the pros and cons of recommending a District boundary IT
including 100% of the property conditioned with the guarantee of these roads. If 101
of the property owners waive the statutory waiting period for calling for a vote,
election could be held in late November or early December. With the diversity
property ownership of the District, it is unlikely that the City will receive a waiver fr
all property owners, therefore it is more likely that a vote will be called for in Febru
to April 1994.
PreDayment Ameement - The attached Prepayment Agreement has been drafted to all
any property owners with pending final maps to proceed through the approval proc
by prepaying their obligation for Rancho Santa Fe and Olivenhain Roads. 7
prepayment is designed to cover their fair share of the costs even if the proposed C
fails to be formed. The Agreement would allow the City to collect a lump-sum fee pi
to approval of a final map for all units included in that final map and an additio
amount from each equivalent dwelling unit at building permit. The Prepaym
Agreement requires the property owner to pay an amount that is in excess of the am0
that would otherwise be required under the CFD. This excess amount is necessaq
finance the projects on a pay-as-you-go basis in the event that the CFD is not form
If the CFD is formed, the property owner will receive a refund of any excess paymej
In approving the form of this Agreement the Council will be making two signific
findings. First, the prepayment of the property owner's fair share represents an adequ
financing guarantee under the Growth Management Program. This finding is based
the special case assumption that a CFD is in the formation process, and it is the C
which actually provides the financing guarantee. And Second (as in the case
California Pacific Homes), the Council will find that the size of the propo
development (102 units) does not create a major impact on the existing facilities. '
City Engineer agrees with these findings as they relate to California Pacific Homes.
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c Page Four of Agenda Bill No. 1%: '(16
k In spite of the fact that this Agreement allows the City to meet the San Dieguito Uni
High School District's deadline for a decision on the California Pacific project, the Schc
District may not be able to proceed with their grading schedule due to environmen
issues.
Revision of Local Facilities Financinn Plans - Zones 11 and 12 - Council will be as1
to approve a minor modification to the finance plans for Local Facilities Managemc
Zones 11 and 12 at a future meeting. This change will allow the use of a Commur
Facilities District or other financing mechanisms to fund Rancho Santa Fe and Olivenh
Roads. The present financing plan specifically calls for the formation of an "Assessm
District" to fund this project. This change will be necessary if the Council is going
make the finding that a CFD or pay-as-you-go program can be used to providc
guarantee of funding for these projects on a long term basis. This change is consist
with financing programs implemented in other Local Facilities Management Zones.
FISCAL IMPACX
The funding of Rancho Santa Fe and Olivehain Roads has been a major project for
City for many years. The successful development of a financing plan that will supp
the improvements to these roads through a phased development program and a ratio
CFD is a significant accomplishment. The projects will cost about $37 million
construct (in 1993-94 dollars), and will affect the development of about 2,400 acres
land in southeast Carlsbad.
The City's obligation for improvements is limited to the contribution of $6 million fr
Community Facilities District No. 1 to these projects. The contribution will be timed
avoid conflict with other projects funded by CFD No. 1. The City is funding some of
CFD creation costs including limited engineering and financial consultant fees. Corn
has previously appropriated $30,000 for financial consultant services. These funds I
be reimbursed to the City from CFD No. 2 as funds become available.
If Council approves the use of the Prepayment Agreement for the California Pac
Homes project, the developer will pay the City $1,045,500 upon signing the Agreemc
and $3,040 for each unit constructed until CFD No. 2 is formed. This computatioi
based on the California Pacific Homes final map, CT 85-9, showing 102 units, at a I
of $10,250 per unit.
EXHIBITS:
Resolution No.93-21.P Approving the form of a Prepayment Agreement .
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RESOLUTION NO. 9 3 - 2 6 2
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CARLSBAD, CALIFORNIA, APPROVING THE FORM OF A
PREPAYMENT AGREEMENT BETWEEN THE CITY OF
CARLSBAD AND CALIFORNIA PACIFIC HOMES
WHEREAS, the City of Carlsbad City Council has required that the fundin1
Rancho Santa Fe Road and Olivenhain Road (Project) must be guaranteed before
development takes place in the area bounded by Local Facilities Management Zone:
and 12, and portions of Zone 6, and
WHEREAS, the Council had directed City staff to proceed with the formatio
a Community Facilities District (CFD No. 2) to finance the Project, and
WHEREAS, although the Council anticipates that CFD No. 2 will be formed ir
near future, the Council is willing to consider alternative financing proposals during
period from the present to the formation date of CFD No. 2, and
WHEREAS, such interim financing program will only be considered as long a:
Council finds that the formation of CFD No. 2 is proceeding in a reasonable manner,
WHEREAS, the Council finds that the formation of CFD No. 2 is proceedix
a reasonable manner, and
WHEREAS, the Council finds that the guarantee provisions related to the Prt
may be met through an interim financing program using an agreement between ce 1
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property owners and the City whereby the property owner agrees to prepay hidhe:
share of costs associated with the Project, and
WHEREAS, California Pacific Homes intends to build a 102 unit developme
Local Facilities Management Zone 11, and
WHEREAS, the City Engineer has deterrnined that, due to the size o
California Pacific Homes development, there will be no major impact on the circul
system at the present time if the California Pacific Homes development is allow
proceed, and
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WHEREAS, the Council finds that California Pacific Homes may enter into t
attached Agreement to Pay Fair Share (Exhibit A) in satisfaction of their obligation unc
the Project financing conditions.
NOW THEREFORE BE IT RESOLVED by the City Council of the City of Carlsbl
California, as follows:
1.
2.
That the above recitations are true and correct.
That the form of the PETITION, WAIVER AND CONSENT TO CREATIl
OF A COMMUNITY FACILITIES DISTRICT AND AGREEMENT TO F
FAIR SHARE, Exhibit A attached here to, is hereby approved.
That the Mayor is hereby authorized to enter into the agreement sha
in Exhibit A with California Pacific Homes.
3.
PASSED, APPROVED AND ADOPTED at a regular meeting of the City Council
the 28th dayof SEPTEMBER , n993, by the following vote, to wit:
AYES: Council Members Lewis, Stanton, Kulchin
NOES: None
ABSENT: Council Members Nygaard, Finnila
ATTEST:
aQe;t;d,k + ALETHA L. RAUTENKRANZ, City Clerk
(SEAL)
RECORDING REQUESTED BY AND 1
WHEN RECORDED MAIL TO: 1
Citv Clerk 1
CITY OF CARL SBAD 1
1200 Carlsbad Wane Drive 1
Carlsbad. CA 92008 1
SPACE ABOVE THIS LINE FOR RECORDER'S USE. ParcelNo. 355 - 031
PETITION, WAIVER AND CONSENT TO CREATION
OF A COMMUNITY FACILITIES DISTRICT
AND AGREEMENT TO PAY FAIR SHARE
WHEREAS, the undersigned Property Owner at this time is processing for
development within the City of Carlsbad (hereinafter referred to as "City") a development
project known and identified as Tentative Tract Map CT 85-9 (hereinafter referred to as
the "Project"); and
WHEREAS, City has determined this Project to be located within the
boundaries of a proposed Community Facilities District known as Community Facilities
District No. 2 - Rancho Santa Fe and Olivenhain Road (hereinafter referred to as
"District"); and
WHEREAS, District is intended to be formed to finance those improvements
generally described in Section 1 herein; and
WHEREAS, Property Owner desires to proceed with processing prior to the
formation of District; and
WHEREAS, the Local Facilities Management Plans for Zones 11 and 12
require the guarantee of construction of the segments of Rancho Santa Fe and Olivenhah
Roads described in Section 1 herein prior to the recordation of any final maps or the
pei.waiv/afd/m. 9ROP3
issuance of building permits within the zones; and
WHEREAS, condition numbers 43 and 57 of Tentative Tract Map CT 85-9
requires that the Property Owner provide for the improvement of certain sections of
Rancho Santa Fe Road; and
WHEREAS, compliance with the applicable Local Facilities Management
Plans for Zones 11 and 12 and tentative map conditions is a condition of approval for the
final map for the Project; and
WHEREAS, the City and Property Owner desire to agree to an alternate
method of financing the improvements described in Section 1 herein that will allow
Property Owner to discharge its fair share obligation for said improvements in lieu of
participation in District; and
WHEREAS, the City Council agrees that Property Owner, upon entering into
this agreement and upon payment of the fair share described herein, has met the
requirement set forth in the Local Facilities Management Plan for Local Facilities Zones
11 and 12, and related tentative map condition numbers 43 and 57 for Carlsbad Tract
Map CT 85-9, to provide a financial guarantee for the construction of those improvements
described in Section 1; and
WHEREAS, Property Owner voluntarily enters into this agreement; and
WHEREAS, the City Council has determined that due to the size of the
proposed development, there will be no major impact on the circulation system at the
present time if development of the Project is allowed to proceed with sufficient financial
guarantees for future construction of Property Owneis fair share of the circulation
improvements;
pet.waivtafd/rcv. 917.0193
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NOW, THEREFORE, in consideration of proceeding with the processing of
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Project, the undersigned Property Owner hereby agrees and certifies to the following:
1. Property Owner hereby petitions the City for the initiation of
proceedings for the formation of District which will cause the construction and
ins tallation and/or financing of the following improvements which are more specifically
described in Exhibit "Bl' attached hereto. These improvements are generally described
as follows:
a) Rancho Santa Fe Road North Phase 1 IRSF No. 1) La Costa Avenue
to east of Mahr Reservoir
b) Olivenhain Road Wideninn. and intersection immovements at
Olivenhain and El Camino Real
c) Rancho Santa Fe Road North Phase 2 (RSF No. 21 Phase 1 End to
Melrose Drive
d) Rancho Santa Fe Road South (RSF So.) (Assumes Secondarv Arterial
- Enchitas Citv Boundarv to Olivenhain Road Full ImDrovements).
2. The cost of construction, engineering, legal and other incidental
expenses will be funded by the District.
3. Property Owner acknowledges its right to notice of and participation
in all phases of formation under the "Mello-Roos Community Facilities Act of 1982,"
expressly wdves the proceedings required and all limitations contained in Title 5, Division
2, Chapter 2.5 of the California Government Code and nonetheless with full knowledge
of such rights, completely and forever waives such rights. Specifically, Property Owner
hereby consents to the proceedings and waives any right to protest the formation of the
District and the ordering of the improvements under applicable California statutes and
consents to and supports formation of said District. The City shall exclude Property
pet.waiv/afd/rev. 912Qt93 - 3
Owner from the District boundary map if, prior to the adoption of a Resolution of
Intention by the City Council to form said District, Property Owner has entered into this
1
agreement and has paid to the City all amounts due as described herein. . 4. a) Property Owner agrees to pay to City its fair share for the
improvements described in paragraph one (1).
b) Said payment shall be made in the manner described in Exhibit "A"
Rate and Method for Determining Fair Share Obligation Rancho Santa Fe and Olivenhain
Road, which is incorporated herein by reference.
c) The amount of Property Owneis fair share will be conclusively
detennined by the City Council in the manner described in Exhibit "A" attached hereto.
d) Payment by Property Owner of its fair share of improvement costs
as determined by City Council and set forth herein will satisfy its obligations for the
construction of the improvements described in paragraph one (I), as required by the
Local Facilities Management Plan for Zones 11 and 12 and Tentative Map CT 85-9,
condition numbers 43 and 57, subject to adjustment as described in Paragraph 9.
e) Alternatively, if the District is formed and Project is included within
it, Property Owneis obligations to pay its fair share pursuant to the agreement shall be
satisfied upon payment of all taxes imposed, established and payable to said District.
5. Property Owner acknowledges that this agreement to pay its fair share
and partiapate in the financing of improvements is voluntary and that without this
agreement Property Owner would be precluded from obtaining final map approvals or
building and other development pennits under the provisions of the General Plan, Chapter
21.90 of the Carlsbad Municipal Code, applicable zone plan, financing plans and related
documents until a satisfactory financing program had been developed to fund the
constmction of the improvements described in Section 1.
pcl.waiV/afd/m. 9120193
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6. I roperty Owner hereby waives his .,ght to challenge the amount,
I establishment or imposition of said fair share and further waives any rights to pay said
fair share under protest.
7. This agreement does not affect, in any way whatsoever, the obligation
of Property Owner to pay any other fees or assessments associated with Property Owner's
development. Nor does this agreement relieve Property Owner from providing other
public facilities required under conditions of the Local Facilities Management Plan for
Zones 11 and 12 or placed upon tentative map CT 85-9 by the City.
8. Property Owner agrees that payment of its fair share is not a fee and
waives any and all rights to notice of or challenges to the establishment or imposition of
said fair share as a fee under provisions of Government Code sections 66000 et sea., or
any successor or related statutes.
9. a) If the District is formed subsequent to the payment by Property
Owner of the fair share pursuant to this agreement, Property Owner's financial obligation
shall be recalculated using the taxing formula established for the District. If that
obligation is different from the amount previously paid by Property Owner to City, City
shall refund any excess, or Property Owner will pay to City any additional amount due
(Shortfail).
b) Any refund shall be made from funds available within District upon
District formation and shall not be an obligation of Ciws General Fund or other revenue
sources.
c) In the event that insufficient funds are available from District's
resources, Property Owners shall be reimbursed in the order in which funds were
deposited with City as soon as sufficient funds become available, as determined by the
City Council, through the payment of one-time taxes or annual undeveloped land taxes
pct.waivlaf#rev. 9R0193 - 5
to the District. The City is not required to establish an undeveloped land tax within the
District to provide such refund. !
d) No reimbursement is required until the City Council determines that
sufficient funds are available. Any refund to Property Owner shall not include interest.
e) If a shortfall exists, Property Owner shall be notified of the amount
of such Shortfall by the Finance Director via certified mail. The amount of said Shortfall
shall be due and payable to City 30 days after the mailing of such notice. . f) The computation of the amount of any Shortfall shall not include
interest charges.
g) If no payment of the Shortfall is made by Property Owner within
ninety (90) days of notice of said Shortfall by the Finance Director, City may deny the
issuance of building pennits and/or take any other action allowed by law to deny further
development of property subject to this agreement and to collect such Shortfall including,
but not limited to, a lien on the property. City's recordation of a lien shall not affect its
ability to recover the Shortfall by other legal means concurrently, but no double recovery
will be allowed. The cost of such collection shall be an obligation of Property Owner and
shall be added to the amount of the Shortfall payment due City.
h) Any payment received by the City under this agreement shall be
deposited in a special fund and may only be used to fund the construction of the facilities
described herein. Upon the formation of a CFD to fund these same facilities any amount
remaining in the special fund may be transferred to the CFD Fund, at the discretion of the
Finance Director.
10. If the District has not been formed for any reason by January 1,1999,
the amount paid by Property Owner under this agreement shall represent Property
Owner's fair share cost for provision of those facilities described in paragraph one (1) and
pet.waiv/af#m. YIu)/93 - 6
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no further paper,, will be due from or reimbursement uue to Property Owner.
11. Compliance with this agreement will be accepted by City as an alternate
to the method described in the current Local Facilities Management Plan for Zones 11 and
12 for financing the improvements described in paragraph one (1). This agreement does
not require City to issue building permits or other development permits or grant approvals
or relieve Property Owner of the obligation to comply with all applicable provisions of
law, including but not limited to, Carlsbad Municipal Code Titles 18, 19, 20 and 21.
12. Compliance with the provisions of this agreement is a condition of all
future discretionary approvals for the Project. If Property Owner does not comply with
the provisions of this agreement, approval of the Project will not be consistent with the
General Plan, the Growth Management Program, the Local Facilities Management Plan
or the applicable financing plan for Zones 11 and 12 and all subsequent discretionary
approvals and permits for the Project shall be withheld by City.
13. In addition, the City will not approve any pending final maps, issue
grading, building or other development permits or take any discretionary action until the
Property Owner has complied with the terms of this agreement due to be satisfied at the
time such approval is requested.
14. The City may, at its discretion, elect to pursue any remedy, legal or
equitable against Property Owner and Property Owneis successors, heirs, assigns, and
transferees, with the exception of owners of individual lots for which building permits
have been issued, to secure compliance with this agreement.
15. City shall not, nor shall any officer or employee of City, be liable or
responsible for any loss or damage incurred by Property Owner or any successor or assign
of Property Owner, or by any occupant in Property Owneis buildings, as a result of the
exercise of any remedies provided to City in this agreement. Property Owner agrees to
pet .waiv/afd/m. 9f20P3
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m indemnify City for any liabilities incurred by City as a result of City's exercise of these
remedies. ,
16. This agreement and the covenants contained herein shall be binding
upon and inure to the benefit of the successors, heirs, assigns and transferees of Property
Owner and City and shall run with the real property and create an equitable servitude
upon the real property.
17. All notices provided for under this agreement shall be in writing and
shall be delivered in person or served by certified mail postage prepaid. Delivery of notice
to Property Owner shall be presumed to have been made on the date of mailing
regardless of receipt by Property Owner. Notices required to be given to Property Owner
shall be addressed as follows:
California Pacific Homes
3191 Towne Centre Drive
Suite LlOl
San Diego, CA 92122
With copy to:
Craig K. Beam. Luce. Forward. Hamilton and SC~~DDS.
600 West Broadwav, Suite 2600. San Dieno. CA 92101
Notices to the City shall be delivered to the Finance Director, City of
Carlsbad, 1200 Carlsbad Village Drive, Carlsbad, CA 92008.
Each party shall notify the other immediately of any change that would
require any notice delivered hereunder to be directed to another party.
18. This agreement shall be recorded but shall not create a lien or security
interest in the property.
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pet.waiv/afd/m. 9t20193
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19. I he undersigned further states, under penalty of perjury, that he is the
owner of the property as described herein, or an authorized agent of the owner, and has
the authority to execute this document, including the binding authorizations herein.
Executed this =day of &DdER , 19'13.
PROPERTY OWNER
5H*wlL>. ~.wyL:
Srntced ult e?!&Pcp.4d p
(p&t name here)
(title and organization of signatory)
t': D3& G/ecJ
(print name here)
CITY OF CQRLSBAD, a municipal corporation @ the State of
t be attached.)
ry must sign for
resolution certified
ring that officer to
e
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19. The undersigned further states, under penalty of perjury, that he is the
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owner of the property as described herein, or an authorized agent of the owner, and has
the authority to execute this document, including the binding authorizations herein.
Executed this IJTday of &tDAEi? , 1943.
PROPERTY OWNER
,
,hwA 3. (+w-.v 2p I
(prik name here)
(title and organization of signatory)
4 & fm-9 cp.&d F
By: T&/ryJ *
(sign here0
tr: z3/e GkCJ
(print name here)
CITY OF CARLSBAD, a municipal
corporation the State of
ACS/WM+ GC
(title and organization of signatory)
(Notarial acknowledgment of execution by PROPERTY OWNER must be attached.)
(President or vice-president and secretary or assistant secretary must sign for
corporations. tf only one officer signs, the corporation must attach a resolution certified
by the secretary or assistant secretary under corporate seal empowering that officer to
bind the corporation.)
APPROVED AS TO FORM:
BY
/d/1/9 3. Deputy City Attorney
e
State of California
County of San Dieno
On October 4, 1993 before .
me, Aletha L. Rautenkranz, City Clerk, personally appeared Claude A. Lewis 1
personally known to me (or proved to me on the basis of satisfactory evidence) to be the person(s) whose name(s) is/are
subscribed to the within instrument and acknowledged to me that
he/she/they executed the same in his/her/their authorized
capacity(ies) , and that by his/her/their signature(s) on the
instrument the person(s), or entity upon behalf of which the
person(s) acted, executed the instrument.
WITNESS my hand and official seal (SEAL)
(Signature)
EXHIBIT A
RATE AND METHOD FOR DETERMINING
FAIR SHARE OBLIGATION RANCHO SANTA FE AND OLMNHAIN ROAD
The City Council shall use the following rate and method for determining the fair share
obligation for funding the construction of Rancho Santa Fe and Olivenhain Road due from
property conditioned to participate in the financing of these facilities. This calculation
is done as part of an agreement titled PETITION, WAIVER AND CONSENT TO CREATION
OF A COMMUNITY FACILITIES DISTRICT AND AGREEMENT TO PAY FAIR SHARE
(Agreement) which has been voluntarily entered into by the City of Carlsbad and certain
property owners wishing to proceed with the development of their property in advance
of the creation of Community Facilities District No. 2 (CFD No. 2). It is the City and
property owners intent to form CFD No. 2 to provide funding for those improvements
described within the above referenced agreement.
The following rate and method shall be used to determine the fair share and amount due
from any property owner wishing to take advantage of this alternate funding mechanism.
Basis for Cost Allocation
The basis for allocation of costs to property conditioned with the financing of the
improvements described in the Agreement shall be the Equivalent Dwelling Unit (EDU)
which is defined as follows for residential developments:
Residential EDU Allocation
Single Family - Detached Units 1.0 EDU
Single Family - Attached Units 0.8 EDU
Multi Family Units 0.6 EDU
The number of each type of unit included in a development shall be determined by the
City Engineer based on the most recent final map submitted to the City for approval.
The EDU determination for non-residential development shall be made by the City
Engineer when such a determination is requested by the property owner. The City
Engineer may request additional information from any property owner as may be
necessary to make his determination. The City Engineer is not required to make a
determination on the number of EDUs for any project until adequate information is
available.
The City Engineer's determination shall be submitted to the City Council in the staff
report accompanying the Agreement. The City Council shall make the final determination
of the number of EDUs to be used in computing the fair share obligation for any project.
pet.waiv/afd/m. 9120193
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Fair Share Amount and Method of Payment
The City shall collect $13,290 for each EDU as determined by the City Council. This
amount shall be collected in two separate payments, $10,250 per EDU to be paid upon
execution of the agreement to pay fair share prior to final map approval, and $3,040 per
EDU at the time a building permit is issued. The manner of payment is more fully
described below.
The property owner shall pay their fair share to the City of Carlsbad in the following
manner:
I .) Upon execution of the agreement to pay fair share prior to the approval of a final
map by the City Council, the property owner shall pay to the City an amount equal to the number of EDUs included in said final map, as determined by the City
Engineer, times $10,250. If the City Council determines that the City Engineeis
calculation of the number of EDUs included on the final map is in error, the
Council shall direct the City Engineer to amend his calculations and direct staff to
bring the final map back for approval when such correction has been made.
2) Prior to the issuance of a building permit by the City the property omem shall pay
to the City an amount equal to the number of EDUs included on such building
permit, as determined by the City Engineer, times $3,040. '
3) a) If the property owner has already obtained a final map for units conditioned
with the financing of Rancho Santa Fe and Olivehain Road, the property owner
shall pay to the City the amount equal to $10,250 times the number of EDUs
included on such final map as determined by the City Council prior to entering
into this agreement
b) Prior to the issuance of a building permit by the City the property owners shall
pay to the City an amount equal to the number of EDUs included on such building
permit, as detexmined by the City Engineer, times $3,040.
4) The City Engineer shall prepare a report detailing the calculation of the number
of EDUs associated with this agreement. Said report shall be made available to the
City Council and property owner for review.
pct.waiv/afd/m. 9f20193
+.-
EXHIBIT 8
RANCHO SANTA FE ROAD
PROJECT PHASIFJG
NOT TO SCALE
’ 25-AUg-93 C. F. U. NO. 2 - PRELIMINARY COST ESTIMATE SUMMARY PAGE NO. 1
CITY OF CARLSBAD COMMUNITY FACILITIES DISTRICT NO. 2
STAGE COST SUMMARY
STAGE 1: OLIVENHAIN ROAD
AREA A, (@ EL CAMINO REAL)
AREA 8, (@ RANCHO SANTA FE RD.)
DETENTION BASIN ‘0’
TOTAL STAGE 1
STAGES 2: RANCHO SANTA FE ROAD, PHASE I
STAGES 3: RANCHO SANTA FE ROAD. PHASE II
STAGE 4: RANCHO SANTA FE ROAD SOUTH
$1 5,032,000
$1 4,230,000
=========
CFD NO. 2 TOTAL $36,657,000
FILE: SUMMARY.WQ1 PREPARED BY: HELMING ENGINEERING, INC.
25-Aug-93
-
OLIVF- iAIN ROAD, WEST - PRELIMINARY IST ESTIMATE PAGE NO. I
ClTv OF CARLSBAD COMMUNITY FACILITIES DISTRICT NO. 2
STAGE 1, AREA A
THIS COST ESTIMATE ASSUMES CONSTRUCTION OF A PORTION OF ULTIMATE
OLIVENHAIN ROAD AS SHOWN ON THE CROSS SECTION AlTACHED HERETO.
THE LIMITS OF CONSTRUCTION ARE FROM THE WEST SIDE OF THE EXISTING
PONDEROSA SUBDIVISION TO EL CAMINO REAL.
CAUTION SHOULD BE EXERCISED IN THE USE OF THIS COST ESTIMATE!
THIS PRELIMINARY COST ESTIMATE WAS DEVELOPED WITHOUT THE BENEFIT OF
DESIGN PLANS OR DETAILED ENGINEERING STUDIES. REFER TO ME COMMENTS
AT THE END OF THIS ESTIMATE.
SUMMARY - OLIVENHAIN ROAD. WEST
ITEM
ACQUISITION
STORM DRAIN
STREETS
TRAFFIC SIGNALS
SEWER
WATER
LANDSCAPE & IRRIGATION
GRADING AND EROSION CONTROL
UTILlTl ES
ENVl AONM ENTAL
SUBTOTAL
CONTINGENCY 15%
SOFT COSTS:
COST
$289,000
DESIGN/ENGINEERINGI (7.5%) $1 44,OoO
MANAGEMENT/INSPECTION (7.5%) $1 44,OOo -------- --------
TOTAL $2,503,000
FILE: OLI-W-Rl .WQ1 PREPARED BY: HELMING ENGINEERING, INC.
- 25-Aug-93
-
OLIVE iAlN ROAD, WEST - PRELIMINARY JST ESTIMATE PAGE NO. 2
- DETAILS - OLIVENHAIN ROAD, WEST
ACOUISITION:
DESCRIPTION QUANTITY UNIT PRICE TOTAL
NORTHWEST PACIFIC RAILROAD CO.
(APN: 255-023-01 & 02)
1 LS $250,OOO.00 $250,000
TOTAL ACQUISITION
STORM DRAIN:
DESCRIPTION QUANTIN UNIT PRICE TOTAL
18" RCP
24" RCP
30" RCP
36" RCP
TRIPLE 6x7' RCB
HEADWALL
CLEANOUT, TYPE A
INLET, TYPE B
INLET APRON
CATCH BASIN, TYPE F
RIP RAP
REMOVE EXIST. STORM DRAIN
REMOVE EXIST. HEADWALLS
STREETS:
130 LF
90 LF
90 LF
95 LF
35 LF
4 EA
2 EA
1 EA
1 EA
2 EA
80 CY
SO LF
2EA
TOTAL STORM DRAIN
$40.44
$47.00
$62.32
$64.86
$1,500.00
$1,700.00
$2,100.00
$3,o00.00
$850.00
$2,050.00
$36.00
$13.00
$500.00
$5,257
$4,230
$5.609
$6,162
$52,500
$6,800
$4,200
w,oOo ssso
$4,100
52,880
5650
$1 ,Ooo
3c=IP3===3DI
$97,238
6" CURB AND GUTTER
6" AC BERM
P.C.C. SIDEWALK
PEDESTRIAN RAMP
ASPHALT CONC. PAVEMENT (?' THICKNESS)
ASPHALT BASE, CLAW I (le WcKNEss)
STREET SURVEY MONUMEM
SUBBASEPREPARATl~
STREET NAME SIGNS
STREET LIGHTS
SAWCUT
STRIPING
REMOVE PYMT. & BASE
TRAFFIC CONTROL
REMOVAL EXIST. BERM
REMOVAL EXIST. GUARD RAIL
1,400 LF
100 LF
7,000 SF
1 EA
126,000 SF
126,000 SF
4 EA
126,000 SF
1 EA
2 EA
200 LF
12,000 LF
48,000 SF
1 LS
150 LF
140 LF
TOTAL STREET8
$6.00
53.01
$1.40
$250.00
$0.88
$0.99
$31 5.00
$0.15
$1 80.00
$1,800.00
$1 .00
$0.30
$0.80
$100,o00.00
$1 .os
$3.90
$8,400
$301
s9,eoo
$250
$1 10,eeO
$124,740
$1,260
$1 8,900
$1 80
$3,600
$200
$3,600
$1 00,Ooo
$1 58
$546
$421,215
5814w
==a=======
FILE: OLI-W-R1 .WQ1 PREPARED BY: HELMING ENGINEERING, INC
- - OLIV1 iAIN ROAD, WEST - PRELIMINARY JST ESTIMATE PAGE NO. 3
' TRAFFIC SIGNALS:
OESCRIPTION QUANTITY UNIT PRlCF TOTAI
ECR & OLlVENHAlN RD. 1 LS $1 oo,OoO.00 $lOO,OOO
TOTAL TRAFFIC SIGNALS $1 oo,OOo
------- e------===
SEWER: 2
DESCRIPTION QUANTITY UNIT PRICE $2
8" PVC
MANHOLES
RAISE EXIST. MANHOLE TO GRADE
TOTAL SEWER
WATER (POTABLE):
155 LF $24.00 $3,720
2 EA $2,500.00 $5,OOO
2 EA $500.00 $1 ,OOo
====a=====
$9,720
DESCRIPTION QUANTITY UNITPRICE I TOTAL
8' WC MAIN
CONNECT TO EXIST MAIN
LANDSCAPE AND IRRIGATION:
75 LF $25.00 $1,875
1 EA 5500.00 5500
TOTAL WATER (POTABLE) $2,375
=a=aaaa===
OESCRIPTION QU ANTlM UNtT PRICE TOTAL
LANDSCAPE AND IRRIGATION 1 LS $3O,OOO.00 (u0,OOO
TOTAL LANDSCAPE & W0,OoO
ao=sa=====
IRRIGATION
GRADING:
DESCRIPTION QUANTITY UNIT PRICE TOTAL
EXCAVATION
EXPORT
REMEDIAL
LINED DITCH
CONCRETE INLET APRON
EROSION CONTROL
MOBILIZATION, WATER AND GRUBBING
135,000 CY
100,OoO CY
10,000 CY
1,500 LF
2 EA
1 LS
.1 LS
TOTAL GRADING
$1 .00 $135,000
$3.50 s350,OOo
$1.25 $1 2,500
$8.00 $1 2,000
$8so.00 $1,700
$25,000.00 $25,000
$5o,OOO.00 $50,0oO
$586,200
==mm======
FILE: OLI-W-R1 .WQ1 PREPARED BY: HELMING ENGINEERING, INC
- 25-Aug-93
- - OLIVE 'AIN ROAD, WEST - PRELIMINARY \ ST ESTIMATE PAGE NO. 4
DESCRIPTION OUANTITY UNIT PRICE TOTAL
RELOCATE EXIST. GAS b FUEL MAINS 1 LS $408,600.00 $408,600
TOTAL UTILITIES $408,600
- -------- -o------,-
ENVIROM NENTAL:
DESCR IPTlON QUANTITY UNIT PRICE TOTAL
MITIGATE FRESHWATER MARSH 0.2 AC. $20,000.00 $4*OOo
MONITORING PROGRAM 1 LS $1 2,000.00 $1 2,000
PERMITS - U.S.AAMY CORPS OF ENGRS. 1 LS $5,000.00 $5,000
CALIFORNIA DEPART. OF FISH AND GAME
aaiP====aao
TOTAL ENVIRONMENTAL $21 ,Ooo
COMMENTS:
ASSUMPTIONS ON ESTIMATE QUANTITIES ARE OF A ROUGH NATURE. STORM DRAIN, WATER AN0 SMR
QUANTITIES WERE EXTRACTED FROM PLANS FOR ARROYO LA COSTA, UNIT NO. 1 (DWG NO. 322-1).
THE EXIST. UTILITY LINES IN OLlVENHAlN ROAD ARE ASSUMED TO REMAIN IN PLACE EXCEPT FOR THE
GAS AND FUEL LINES RUNNING NORTH/SOUTH IN THE S.D.G. & E. EASEMENT.
UNIT PRICES USED IN THIS COST ESTIMATE REPRESENT A MIXTURE OF SOURCES INCLUDING: - 1992 CONTRACT COST DATA, STATE OF CALIFORNIA, OEPARTMENT OF TRANSPORATION. - BID PRICES FOR PALOMAR AIRPORT ROAD, CITY OF CARLSBAD PROJECT NO. 31 66, DATED NOV. 1992. - CONSTRUCTION UNJT PRICES FURNISHED BY THE FIELDSTONE COMPANY.
ESTIMATED LUMP SUM PRICES FOR ITEMS SUCH AS TRAFFIC CONTROL AND LANDSCAPE AND IRRIGATION
ARE ROUGH ESTIMATES ONLY AND DO NOT REFLECT DETAILED QUANITV PRICING.
THE UNIT COST FOR EXPORT UNDER "GRADING" ASSUMES THE MATERIAL IS TRANSPORTED TO ON€ OR MORE
OF THE FOLLOWING LOCATIONS: - OLlVENHAlN ROAD WEST PROJECT. - SITE FOR DETENTION BASIN '0. - WITHIN THE BOUNQARIES OF ARROYO LA COSTA, UNITS 1 6 2, CT 88-03
THIS COST ESTIMATE OOE8 NOT INCLUDE DISTRICT FORMAflON/ADMlNlSTRATtON COSTS.
FILE: OLI-W-R1 .WQ1 PREPARED BY: HELMING ENGINEERING, INC.
- 25-Aug-93
- -
OLIV[ iAIN ROAD, EAST - PRELIMINARY . ,ST ESTIMATE PAGE NO. 1
CITY OF CARLSBAD COMMUNITY FACILITIES DISTRICT NO, 2
STAGE 1 , AREA B
THE COST ESTIMATE ASSUMES CONSTRUCTION OF PORTIONS OF:
OLlVENHAlN ROAD - FROM THE EASTERLY BOUNDARY OF RANCHO PONDEROSA
(CT 73-1 8), TO THE INTERSECTION WITH RANCHO SANTA FE ROAD.
RANCHO SANTA FE ROAD - FROM THE INTERSECTlON WITH OLIVENHAIN ROAD
RANCHO SANTA FE ROAD SOUTH - FROM THE NORTHERLY BOUNDARY OF THE
NORTHEAST ABOUT 345 FEET.
SHELLEY PROPERTY, NORTH TO THE INTERSECTION OF OLlVENHAlN RDJRANCHO
SANTA FE ROAD.
CAUTION SHOUW BE EXERCISED IN THE USE OF THIS COST ESTIMATE!
THIS PRELIMINARY COST ESTIMATE WAS DEVELOPED WITHOUT THE BENEFIT OF
DESIGN PLANS OR DETAILED ENGINEERING STUDIES. REFER TO THE COMMENTS
AT THE END OF THIS ESTIMATE.
SUMMARY - OLIVENHAIN ROAD, EAST
ITEM
ACQUISITION
STORM DRAIN
STREETS
TRAFFIC SIGNALS
SEWER
WATER
LANDSCAPE & IRRIGATION
GRADING AND EROSION CONTROL
UTILlTl ES
ENVIRONMENTAL
SUBTOTAL
CONTINGENCY 15%
SOFT COSTS:
COST
$21 ,Ooo
$26,000
$452,000
$4o,Ooo
$2,000
$1 ,000
$6o,OOo
$99,OOo
$0
$0
$701 ,OOO
========
$1 05,000
DESIGN/ENGINEERlNG (7.5%) $53,000
MANAGEMENT/lNSPECTlON (7.5%) $53,OOo
====e====
TOTAL $91 2,000
FILE: OLI-E AST. WQ1 PREPARED BY : HELMING ENGINEERING, INC.
I - - 25-Aug-93 OLIVE iAIN ROAD, EAST - PRELIMINARY L .ST ESTIMATE PAGE NO. 2
' DETAiLS - OLlVENHAlN ROAD, EAST
ACQUISITION:
DESCRIPTION QUANTITY UNIT PRICE TOTAL
CONSTR. EASEMENT - RSF VISTA HOA
SLOPE EASEMENT - RSF VISTA HOA
SANTA FE RIDGE HOA
0.3 AC. $10,000.00 s3,000
0.4 AC. $3O,OOO.00 $1 2,000
0.2 AC. #O,OOO.00 $6,000
TOTAL ACQUISITION 521 .OOo
==r=e=ll=r
STORM DRAIN:
DESCRIPTION QUANTITY UNIT PRICE TOTAL
18" RCP
HEADWALL
CLEANOUT, NPE A
INLET, NPE B
RIP RAP
REMOVE EXIST. STORM DRAIN
REMOVE EXIST. TYPE '6-1' INLET
280 LF
1 EA
1 EA
3 EA
10 CY
18 LF
1 EA
TOTAL STORM DRAIN
$40.44 $1 1,323
$1,700.00 $1,700
$2,100.00 $2,100
$3,006.00 $9,006
$36.00 $360
$13.00 $234
$1,200.00 $1,200
$25,917
=====¶¶==a
STREETS:
DESCRIPTION QUANTllV UNIT PRICE TOTAL
6" CURB AND GUTTER
P.C.C. SIDEWALK
8' MEDIAN CURB
STAMPED MEDIAN CONCRETE
PEDESTRIAN RAMP
ASPHALT CONC. PAVEMENT (7 THICKNESS)
ASPHALT BASE, CLASS II (1 8" THICKNESS)
STREET SURVEY MONUMENT
AB SUBBASE PREPARATION
STREET NAME SIGNS
STREET LIGHTS
SAWCUT
STRIPING
REMOVE PYMT. dr BASe
TRAFFIC CONTROL
REMOVE EXIST. BERM
REMOVE EXIST. CURB dr OUTER
REMOVE EXIST. MEDIAN CURB
REMOVE EXIST. SIDEWALK
RELOCATE STREETLIGHT
2,825 LF
14,125 SF
2,800 LF
11,900 SF
3 EA
92,700 SF
96,400 SF
3 EA
96,400 SF
3 EA
6 EA
1,490 Lf
8,340 LF
71,000 SF
1 LS
720 LF
185 LF
1,100 LF
925 SY
1 EA
TOTAL STREETS
$6.00
$1.40
$6.00
$2.09
$250.00
$0.88
$0.99
$31 5.00
$0.1 5
$1 80.00
$1,800.00
$1 .00
$0.30
$0.80
$1 oo,OoO.00
$1 .OS
$1 .l6
$1.16
$5.76
s1.200.00
$1 6,950
$19,775
$1 6,800
$24,87 1
$750
$81,576
ss5,436
$945
$1 4,460
$540
$1 0,800
$1,490
$2,502
$56,800
$l00,OOO
$756
$21 5
$1,276
$5,328
$1,200
$452,470
==========
FILE: OLI-EAST.WQ1 PREPARED BY : HELMING ENGINEERING, INC.
-_ 25-Aug-93
-
1
OLIV, iAIN ROAD, EAST - PRELIMINARY LJST ESTIMATE PAGE NO. 3
TRAFFIC SIGNALS: -
DESCRIPTION QUANTITY UNIT PRICE TOTAL
MODIFY @ OLlVENHAlN RD./RANCHO SANTA FE RD. 1 LS $40,OOO.00
TOTAL TRAFFIC SIGNALS $4O,OOO
SEWER:
DESCRIPTION QUANTITY UNIT PRICE $2
ADJUST EXIST. MANHOLE TO GRADE
WATER (POTABLE):
DESCRIPTION QUANTITY UNIT PRICE TOTAL
ADJUST EXISTING VALVE COVERS TO GRADE 4 EA $260.00 $1 ,os0
TOTAL WATER (POTABLE) S1,040
===a======
LANDSCAPE AND IRRIGATION:
OESCRIPTION QUANTITY UNIT PRICE TOTAL
LANDSCAPE AND IRRIGATION 1 LS $60,000.00 =I000
TOTAL LANDSCAPE a 560,Ooo
===.or=====
IRRIGATION
GRADING:
DESCRIPTION QUANTITY UNIT PRICE TOTAL
IMPORT 10,000 CY $3.50 $35,000
EROSION CONTROL 1 LS $25,OOO.00 $25,000
MOBILIZATION, WATER AN0 QRUBBINQ 1 LS $25,000.00 $25,000
TOTAL GRADING $98,500
EXCAVATION - ROW. BASE WCAV & RECOMPACTl 6,000 CY $2.25 $13,500
=======a==
FILE: OLI-EAST.WQ1 PREPARED BY : HELMING ENGINEERING, INC.
-
I
25-Aug-93 OLlV '-1AIN ROAD, EAST - PRELIMINARY < JST ESTIMATE PAGE NO. 4
~ UTILITIES:
DESCRIPTION QUANTIN UNIT PRICE TOTAL
ANY UTILITY RELOCATIONS ARE ASSUMED PAID FO 0 LS $0.00 SO BY THE AFFECTED UTILITY. ==========
TOTAL UTILITIES $0
ENVIAOMNENTAL:
DESCRIPTION QUANTITY UNIT PRICE TOTAL
NONE KNOWN 0.0 AC. $0.00 SO
TOTAL ENVIRONMENTAL
COMMENTS:
ASSUMPTIONS ON ESTIMATE QUANTITIES ARE OF A ROUGH NATURE. NO IMPROVEMENT PLANS OR GRADING
PLANS HAVE BEEN PREPARED FOR WE PROPOSED IMPROVEMENTS. ESTIMATED ITEMS AND QUANTITIES
ARE TAKEN FROM ROUGH OUT OF PROPOSED IMPROVEMENTS OVER LAIN ON PRINTS OF EXISTING
IMPROVEMENTS.
UNIT PRICES USED IN THIS COST ESTIMATE ARE FROM A MIXTURE OF SOURCES INCLUDING: - 1992 CONTRACT COST DATA, STATE OF CALIFORNIA, DEPARTMENT OF TRANSPORTATION. - 610 PRICES FOR PALOMAR AIRPORT ROAD, CITY OF CARLSBAO PROJECT NO. 3166, DATED NOV. 1992. - CONSTRUCTION UNIT PRICES FURNISHED BY THE FIELDSTONE COMPANY.
ESTIMATED LUMP SUM PRICES FOR ITEMS SUCH AS TRAFFIC CONTROL AND LANDSCAPE AND IRRlGAflON
ARE ROUGH ESTIMATES ONLY AND DO NOT REFLECT DETAILED auwm PRICING.
THE EXISTING UTILITY LINES ARE ASSUMED TO REMAIN IN PLACE.
NO IMPROVEMENTS ARE PROPOSED AOJACENT TO THE THOMPSON PROPER'IY. IT HAS BEEN ASSUMED THAT
THESE IMPROVEMENTS WKL BE FINANCED BY THE CITY OF ENCINITAS.
THE UNIT PRICE FOR IMPORT UNMR "GRADING' ASSUMES THE MATERIAL IS TRANSPORTED FROM THE
OLIVENHAIN ROAD WEST PRWECT.
THIS COST ESTIMATE DOES NOT INCLUDE DISTRICT FORMATlON/ADMlNISTRATION COSTS.
FILE:. OLI-EAST.WQ1 PREPARED BY : HELMING ENGINEERING, INC.
c 25-Aug-93 DET€NTION BASJN '0' - PRELIMINARY COST ESTIMATE
CITY OF CARLSBAD COMMUNIN FACILITIES DISTRICT NO. 2
STAGE 1, DETENTION BASIN '0'
PAGE NO. 1
THIS COST ESTIMATE ASSUMES CONSRTUCTION OF THOSE PORTIONS OF THE DETENTION
BASIN OUTLINED IN THE FINAL ENVIRONMENTAL IMPACT REPORT FOR OLlVENHAlN ROAD WIDENING/REALIGNMENT AND FLOOD CONTROL PROJECT, SCH#91011035, DATED JANUARY, 1992.
CAUTION SHOULD BE EXERCISED IN THE USE OF THIS COST ESTIMATE!
THIS PRELIMINARY COST ESTIMATE WAS DEVELOPED WITHOUT THE BENEFIT OF
DESIGN PLANS. REFER TO THE COMMENTS AT THE END OF THIS ESTIMATE.
SUMMARY DETENTION BASIN '0'
IT€ M
ACQUISITION
GRADING & STRUCTURES
SUBTOTAL
COST
CONTINGENCY 15% $1 01 ,OOo
SOFT COSTS DESIGN/ENGINEERING (7.5%) $5o,OOo
MANAGEMENT/INSPECTION (7.5%) $5o,OOo
TOTAL DETENTION BASIN '0'
FILE: DETBASIN.WQ1 PREPARED BY: HELMING ENGINEERING, INC.
- -
25-Aug-93 DETtPJTION BASIN 'D' - PRELIMINARY COST ESTIMATE PAGE NO. 2
- DETAIL DETENTION BASIN '0'
ACQUISITIONS:
DFSCRlPTlON QUANTITY UNIT PRICE TOTAL
RIGHT-OF-WAY ACQUISITION
TEMP. CONST. EASEMENT
DRAINAGE 81 SLOPE EASEMENT
100 YEAR FLOOD AREA:
WEIGAND
OMWD
SHELLEY
0.8 AC $5o,o0O.oo $40,600
0.8 AC $15,o0O.00 $12.000
0.9 AC $3O,OOO.00 $27,000
15.0 AC %3o.OoO.00 $4so,oO0
0.6 AC %3o,oO0.00 $1 8,000
0.4 AC 80,OOO.Oo $1 2,Ooo
TOTAL ACQUISITIONS 5559,Ooo
--=*-e---= --
GRADING & STRUCl'UTES:
4 TOTAL DESCRIPTION QUANTITY UNIT PRICE
GRADING 16,000 CY $3.00 W,OOo
PCC SPILLWAY 8,800 SF $4.00 $35,200
36" RCP 30 LF $48.00 $1,440
RIP RAP 90 CY $1 40.00 $1 2,600
$1 10,990
ALLUVIAL REMOVAL & RECOMPACTION 5,OOo CY $2.75 $13,750
3=31a=31=3131
TOTAL GRADING 6 SlR.
COMMENTS:
THE 100 YEAR FLOOD AREA IS BASED ON THE AREA BELOW THE 100-YR. FLOOD STAGE (108.2 ELEV.).
FILE: OETBASI N.WQ1 PREPARED BY: HELMING ENGINEERING, INC.
-
&_ 25-Aug-93 R. S. F. ., STAGE 2; 4 LANE - PRELIMINAR) UOST ESTIMATE PAGE NO. 1
CITY OF CARLSBAD COMMUNITY FACILITIES DISTRICT NO. 2
STAGES 2
INTERIM IMPROVEMENTS TO CONSTRUCT RANCHO SANTA FE ROAD WITH FOUR LANES
FROM LA COSTA AVENUE TO NORTH END OF STAGE 2, APPROXIMATELY OPPOSITE
MAHR RESERVOIR.
CAUTION SHOULD BE EXERCISED IN THE USE OF THIS COST ESTIMATE!
THIS PRELIMINARY COST ESTIMATE WAS DEVELOPED WITHOUT THE BENEFIT OF
DESIGN PLANS FOR ALL PORTIONS. REFER TO COMMENTS AT THE END OF THIS ESTIMATE.
SUMMARY - INTERIM RANCHO SANTA FE ROAD, CFD NO. 2. STAGE 2
ITE M COST
ENVIRONMENTAL
STORM DRAIN
STREETS:
TRAFFIC SIGNALS
SEWER
WATER
RECLAIMED WATER
LANDSCAPE & IRRIGATION
GRADING AND EROSION CONTROL
RANCHO SANTA FE ROAD
SUBTOTAL
$2,550,000
$661 ,Ooo
CONTINGENCY 15% $1,363,000
SOFT COSTS DESlGNlENGlNEERlNG (5.0%)* $233,000
$349,OOO MANAGEM ENT/I NSPECTlON (7.5%) *
*SEE COMMENT +8.
REIMBURSEMENT TO PROPERTY OWNERS FOR PRIOR WORK $4,~,~
NOTE: THE S4,0@0,000 FIGURE IS A ROUGH ESTIMATE ONLY.
NO WARRANTY IS MADE AS TO THE ACTUAL AMOUNT, If ANY,
THAT MAY BE AGREED TO FOR RNMBURS€MEUT.
€VALUATION OF THIS lTEM IS NEEOEOI ===:=====
TOTAL $1 5,032,000
FILE: RSFN-ST2.WQ1 PREPARED BY: HELMING ENGINEERING, INC.
-
25-Aug-93 R. S. F D., STAGE 2; 4 LANE - PRELIMINAF, COST ESTIMATE PAGE NO. 2
. . DETAILS - INTERIM RANCHO SANTA FE ROAD, CFD NO. 2, STAGE 2 -
ENVIRON M ENTAL:
~ DESCRIPTION QUANTITY UNIT PRICE TOTAL
COASTAL SAGE SCRUB MITIGATION
AND MONlTlORlNG PROGRAM
WETLANDS MITIGATION (3: 1)
ARCHAEOLOGICAL MITIGATION
MITIGATION MONITORING AND
MAINTENANCE PROGRAM
1 LS $2,500,000.00 $2,500,000
0 AC $0.00 $0
0 LS $0.00 so
1 LS 550,m.Oo 550,000
TOTAL ENVIROMENTAL $2,550,000
====a=====
STORM DRAIN:
DESCRIPTION QUANTITY UNIT PRICE TOTAL
18' RCP
24' RCP
30- RCP
36" RCP
46 RCP
54' RCP
W RCP
RCP
78' RCP
96- RCP
HEADWALL (WING)
CLEANOUT, TYPE A
8' x 6' CLEANOUT
INLET, TYPE B
INLET APRON
CATCH BASIN, TYPE F
RIP RAP
LUG CONNECTION
CONCRETE ENERQY DBSIPATOR
SPLASH WALL
RELOCATE 'e* I-
REMOVE JUNCTION 8TF1-E SmUcVJRE
REMOVE DOUBLE 42" STORM ORAlN
REMOVE EXISTING 4W STORM DRAIN
REMOVE EXISTING HEADWAUS
2,210 LF
2,430 LF
1,650 LF
980 LF
300 LF
0 LF
300 LF
0 LF
0 LF
OLF
SEA
29 EA
OEA
25 EA
0 EA
3 EA
1,920 CY
2 EA
0 EA
0 EA
0 EA
0 EA
0 LF
0 LF
0 EA
$40.44
$447.00
$62.32
$64.86
$92.30 . $106.15
$140.50
$146.28
$170.00
$1 96.00
$1,700.00
$2,100.00
56,ooo.OO
$3,OOO.00
$850.00
$2,050.00
$36.00
$700.00
$6,300.00
$1 ,ooo.oo
$1,500.00
$1,200.00
$20.00
$13.00
$500.00
TOTAL STORM DRAIN
589,372
$1 14,210
$102,828
$63,583
$27,690
$0
$42,150
SO
$0
$0
$8,500
$60,900 so
$75,000
$0
$6,150
$69,120
$1,400
SO
SO so
$0
SO
$0
$0
$660,883
¶=========
FILE: RSFN-ST2.WQ1 PREPARED BY: HELMING ENGINEERING, INC
-
25-Aug-93 A. S. F -7., STAGE 2; 4 LANE - PRELIMINAR 2OST ESTIMATE PAGE NO. 3
' STRE-: RANCHO SANTA FC ROAD
DESCRIPTION QUANTITY UNIT PRICE TOTAL
8. CURB - MEDIAN
6 AC BERM
ASPHAL? CONC. PAVEMENT (e THICKNESS)
AGG.BASE, CLASS ll(m THICKNESS)
STREET SURVEY MONUMENT
SUBBASE PREPARATION
STREET LIGHT RELOCATION
GUARDRAIL
4' CHAIN LINK FENCE
3' AC SWALE
STRIPING
REMOVE PYMT. & BASE
TRAFFIC CONTROL
TEMPORARY DETOUR FACILITIES
REMOVAL EXIST. BERM
PCC REMOVAL
REMOVAL EXIST. CURB
13,875 LF
862 LF
490,560 SF
490,560 SF
10 EA
490,560 SF
1 EA
2,806 LF
1,400 LF
13,400 LF
39,000 LF
42,000 SF
1 LS
49,500 SF
1,400 LF
23 CY
450 LF
TOTAL: RSF RD.
$6.00
$3.01
$0.75
$1.10
$315.00
$0.1 5
$1,200.00
$1 6.40
$9.80
$7.00
$0.30
$0.80
%325,000.00
$2.50
$1 .os
$1 0.00
$1.16
$83,250
$2.595
$367,920
$539,616
$3,150
$73,584
$1,200
$45,920
$13,720
$93,800
$1 1,700
%33,600
$325,000
$1 23,750
$1,470
8232
$522
$1,721,029
=======a==
TRAFFIC SIGNALS:
DESCRIPTION QUANTITY UNIT PRICE TOTAL
LA COSTA AVENUE MODIFY
SEWER: (VALLECITOS)
1 r FORCE MAIN
REMOVE 12" FORCE MAIN
TOTAL SEWER
150 LF $60.00 $9,000
150 LF $7.58 $1,137
$10,137
====PI====
FILE: RSFN-ST2.WQ1 PREPARE0 BY: HELMING ENGINEERING, INC.
-
. 25-Aug-93 R. S. F - 3., STAGE 2; 4 LANE - PRELIMINAF, 2OST ESTIMATE PAGE NO. 4 -
' WATER (POTABLE): (OMWD) -
DESCRIPTION QUANTIN UNIT PRICE TOTAL
RELOCATE PRESSURE REDUCING STATION
12" PVC MAIN
TEMPORARY i r MAIN
$6- sn MAIN
REMOVE 16" MAIN
12" GATE VALVE
14' GATE VALVE
CONNECT TO EXISTING MAIN
1 EA
400 LF
270 LF
700 LF
500 LF
2 EA
2 EA
4 EA
TOTAL WATER (POTABLE)
$1 50,o0o.00
$51 .OO
$35.00
$80.00
$1 5.00
$1,300.00
$2,400.00
$1 ,O00.00
$1 50,000
$20,400
$9,450
$56,000
$7,500
$2,600
%4,800
sa.000
$254,750
======t==x
R ECLAlM ED WATER:
DESCRIPTION QUANTITY UNIT PRICE TOTAL
ASSUME NONE CONSTRUCTED
TOTAL RECLAIMED WATER
LANDSCAPE AND IRRIGATION:
DESCRIPTION QUANTITY UNIT PRICE TOTAL
HYDROSEED SLOPES
TEMPORARY IRRIGATION
280 MSF $1 65.00 $29,400
1 LS $56,000.00 $56,000
TOTAL LANDSCAPE $85,400
==a3103=f==f
IRRIGATION
GRADING:
DESCRIPTION QUANTITY UNIT PRICE TOTAL
MASS EXCAVATION a COMPACTION (NOTE 1):
NORMAL EXCAV.
RIPPING EXCAV.
BLASTING EXCAV.
ROCK OVEREXCAVATION/REPC'MENT (NOTE 2)
CRUSHING
REMEDIAL REMOVAL & RECOMPACTION
TOPSOIL REMOVAL L RECOMPACTION
CANYON SUBDRAIN (8")
EROSION CONTROL
LINED DtTCH
MOBILIZATION, WATER AND GRUBBING
109,000 CY
272,000 CY
218,000 CY
142,000 CY
327,000 TON
35,000 CY
24,000 CY
2,100 LF
1 LS
8- LF
1 LS
TOTAL GRADINQ
$1 .00
53.00
$4.00
$4.00
53.00
$1 .00
$1 .00
$18.38
$1 oo,oO0.00
58.00
$1 5o,oO0.00
$1 09,m
$81 6,000
$872,000
$568,OOo ssel ,000
535,m
$24,000
$34,398
$1 00,000
$65,600
$1 50,Ooo
$3,754,998
=*======a=
FILE: ASFN-ST2.WQ1 PREPARED BY: HELMING ENGINEERING, INC.
- -
25-Aug-93 R. S. F 3., STAGE 2; 4 LANE - PRELIMINAR I COST ESTIMATE PAGE NO. 5
- NOTE 1. QUANTITY AND UNIT PRICE ARE BASED ON DATA PROVIDED BY FlELDSTONEnA COSTA
ASSOCIATES DATED AUG. 17,1993.
NOTE 2. ASSUMES 15’ DEPTH OVEREXCAVATION IN ROCK CUT AREAS FOR INSTALLATION OF UTILITIES.
COMMENTS
1. NO FRANCHISE UTILITY COSTS.
2. NO COST FOR ROAD RIGHT-OF-WAY, SLOPE OR DRAINAGE EASEMENTS.
3. NO MEDIAN IMPROVEMENTS OTHER THAN CURBS.
4. RELOCATION OF EXISTING SEWER AND WATER FACILITIES OR CONSTRUCTION OF NEW FACILITIES
AT EXPENSE OF INDIVIDUAL DISTRICTS. EXCEPTIONS ARE NOTED ON ATACHED EXHIBIT.
5. ALIGNMENT OF RANCHO SANTA FE ROAD REQUIRES CONSTRUCTION OF TWO NEW BRIDGES OVER SAN
MARCOS CREEK.
6. UNIT PRICES ARE TAKEN FRON AN ASSORTMENT OF SOURCES INCLUDING: - 1992 CONSTRUCTION COST DATA, STATE OF CALIFORNIA, DEPARTMENT OF TRANSPORATION. - BID UNIT PRICES FOR PALOMAR AIRPORT ROAD, CITY OF CARLSBAD PROJECT NO. 3166, DATED NOV. 1992. - CONSTRUCTION BID PRICES PROVIDED BY THE FIELDSTONE COMPANY.
7. NO CONSTRUCTION COSTS FOR LA COSTA AVENUE, THE CONNECTOR ROAD, LA COSTA MEADOWS DRIVE,
FUTURE QUESTHAVEN ROAD OR CORlNllA ARE INCLUDED.
8. SOFT COSTS FOR DESlGN/ENGlNEERlNG ARE REDUCED FROM 7.5% TO 5.0% TO ADJUST FOR DESIGN WORK
PREVIOUSLY DONE WHICH CAN BE INCORPORATED IN PROPOSED DESIGN. PAYMENT FOR THIS PREVIOUS
DESIGN WORK IS INCLUDED IN THE REIMBURSEMENT TO DEVELOPERS LINE ITEM. THE DESlGN/ENGlNEERlNG
5% AND MANAGEMENT/INSPECTION 7.5% ARE COMPUTED AFTER DEDUCTING THE COST OF ENVIRONMENTAL
AND HALF OF THE GRADING AMOUNT.
9. THIS COST ESTIMATE DOES NOT INCLUDE DlSfRlCT FORMATlON/ADMlNlSTRAllON COSTS.
10. ESTIMATED LUMP SUM PRICES FOR ITEMS SUCH AS TRAFFIC CONTROL AND LANDSCAPE AND IRRIGATION
ARE ROUGH ESTIMATES ONLY AN0 DO NOT REFLECT DETAILED QUANTITY PRICING.
FILE: RSFN-ST2.WQ1 PREPARED BY: HELMING ENGINEERING, INC
- -
- 25-Aug-93 R. S. F 3. STAGE 3; 4 LANE - PRELIMINAR I COST ESTIMATE PAGE NO. 1
CITY OF CARLSBAD COMMUNITY FACILITIES DISTRICT NO. 2
STAGE 3
INTERIM IMPROVEMENTS TO CONSTRUCT RANCHO SANTA FE ROAD WITH FOUR LANES
FROM THE NORTH END OF STAGE 2, NORTHERLY TO CONNECT WITH MELROSE DRIVE.
INCLUDES CONSTRUCTION OF TWO NEW BRIDGES OVER SAN MARCOS CREEK.
RANCHO SANTA FE ROAD IS ALIGNED TO TIE INTO THE EXTENSION OF MELROSE DRIVE SOUTHERLY. RANCHO SANTA FE ROAD EXTENDING SOUTHERLY FROM SAN MARCOS WILL CURVE WESTERLY TO JOIN MELROSE DRIVE AT THE INTERSECTION WITH CORINTIA.
CAUTION SHOULD BE EXERCISED IN THE USE OF THIS COST ESTIMATE!
THIS PRELIMINARY COST ESTIMATE WAS DEVELOPED WITHOUT THE BENEFIT OF
DESIGN PLANS FOR ALL PORTIONS. REFER TO COMMENTS AT THE END OF THIS ESTIMATE.
SUMMARY - INTERIM RANCHO SANTA FE ROAD. CFD NO. 2, STAGE 3
ITEM
ENVl RONMENTAL
STORM DRAIN
STREETS: RANCHO SANTA FE ROAD
MELROSE DRIVE
QUESTHAVEN ROAD
TRAFFIC SIGNALS
SEWER
WATER
RECLAIMED WATER
LANDSCAPE & IRRIGATION
GRADING AND EROSION CONTROL
SUBTOTAL
CONTINGENCY 15%
SOFT COSTS
*SEE COMMENT #8,
COST
$2,890,000
$706,000
$41 80,000
$21 7,000
$1 10,Ooo
$200,000
$1 0,000
$0
$0
$67,000
$3,135,000
=======a
$1 1,515,000
$1,727,000
DESIGN/ENGINEERING (6.5%)* $459,000
MANAGEMENT/INSPECTION (7.5%)* $529,000 ========
TOTAL $1 4,230,000
FILE: RSFN-ST3. WQ1 PREPARED BY: HELMING ENGINEERING, INC
- -- 25-Aug-93 R. S. F D. STAGE 3; 4 LANE - PRELlMlNAR I GOST ESTIMATE PAGE NO. 2
,I
DETAILS - INTERIM RANCHO SANTA FE ROAD. CFD NO. 2. STAGE 3
ENVIRONMENTAL:
DESCRIPTION QUANTITY UNIT PRICE TOTAL
COASTAL SAGE SCRUB MITIGATION
AND MONlTlORlNG PROGRAM
WETLANDS MITIGATION (3: 1)
ARCHAEOLOGICAL MITIGATION
MITIGATION MONITORING AND
MAINTENANCE PROGRAM
1 LS $2,500,000.00 $2,500,000
1 LS $1 oo,OoO.00 $1 oo,oO0
6 AC $40,000.00 $240,000
1 LS $50,OoO.00 $50,000
TOTAL ENVIROMENTAL $2,890 I 000
========a=
STORM DRAIN:
DESCRIPTION QUANTITY UNIT PRICE TOTAL 4
18" RCP
24" RCP
3(r RCP
36" RCP
48" RCP
54" RCP
60" RCP
66" RCP
78" RCP
96- RCP
HEADWALL (WING)
CLEANOUT, TYPE A
8 x 6 CLEANOUT
INLET, TYPE B
INLET APRON
CATCH BASIN, TYPE F
RIP RAP
LUG CONNECTION
CONCRETE ENERGY OlSSlQATOR
SPLASHWALL
RELOCATE TYPE '8' 1-
REMOVE JUNCTION STRWTURE 8TRmllJRE
REMOVE DOUBLE 42 STORM DRAIN
REMOVE EXISTING 48" STORM DRAIN
REMOVE EXISTING HEAOWALLS
1,000 LF
1,510 LF
0 LF
740 LF
2,000 LF
130 LF
70 LF
75 LF
260 LF
683 LF
4 EA
19 EA
1 EA
24 EA
0 EA
0 EA
0 CY
3 EA
0 EA
0 EA
1 EA
4 EA
460 LF
463 LF
3 EA
TOTAL STORM DRAIN
$47.00
$62.32
$64.86
$92.30
$106.15
$1 40.50
$1 46.28
$170.00
$196.00
$1,700.00
$2,100.00
$6,OOO.00
$3.000.00
$850.00
$2,050.00
$36.00
$700.00
$6,300.00~
$1 ,000.00
$1,500.00
$1,200.00
$20.00
$13.00
$500.00
w,440
$70,970
$0
$47,998
$1 84,600
$13,800
$9,835
$10,971
$44,200
$133,868
$6,800
$339,900
$6,000
$72,000
$0
$0
$0
$2,100
$0
$0
$1,500
54,800
$9,200
$601 9
$1,500
$706,499
===a======
FILE: RSFN-ST3.WQ1 PREPARED BY: HELMING ENGINEERING, INC
- -
25-Aug-93 R. S. F D. STAGE 3; 4 LANE - PRELIMINAR) COST ESTIMATE PAGE NO. 3
3 ,I
STREETS: RANCHO SANTA FE ROAD
OESCRIPTION QUANTITV UNIT PRICE TOTAL
BRIDGES OVER SAN MARCOS CREEK (NEW)
6. AC BERM
ASPHALT CONC. PAVEMENT (e THICKNESS)
AGG.BASE, CLASS II (2V THICKNESS)
STREET SURVEY MONUMENT
SUBBASE PREPARATION
STREET LIGHT RELOCATION
GUARDRAIL
4' CHAIN LINK FENCE
3' AC SWALE
STRIPING
REMOVE PYMT. 8 8ASE
TRAFFIC CONTROL
TEMPORARY DETOUR FACILITIES
REMOVAL EXIST. BERM
PCC REMOVAL
REMOVAL EXIST. CUR6
8" CURB - MEDIAN
1 LS
10,902 LF
678 LF
8,672 TON
38,500 TON
8 EA
385,400 SF
0 EA
0 LF
1,460 LF
11,600 LF
31,000 LF
101,200 SF
I LS
0 SF
2,740 LF
0 CY
0 LF
TOTAL: RSF RD.
STREETS: MELROSE DRIVE
$2,500,000.00
$6.00
$3.01
$33.50
$1 1 .oo
$31 5.00
$0.1 5
$0. 00
$0.00
$9.80
$7.00
$0.30
$0 * 80
$650,000.00
$0.00
$1 .os
$10.00
$1.16
$2,500,000
S6!$412
$2,041
$290,512
$423,500
$2,520
857,810
SO
$0
$1 3,720
$81,200
$9,300
$80,960
5650,OOo
$0
$2,877
$0 so
$4,179,852
==m===Plla
6" CURB & GUmR
6" AC BERM
PCC SIDEWALK
PEDESTRIAN RAMPS
ASPHALT CONC. PAVEMENT (e THICKNESS)
AGG. BASE. CLASS II (m THICKNESS)
STREET SURVEY MONUMENT
SUBBASE PREPARATION
STREET LIGHT RELOCATION
STREET LIGHT
SAWCUT
STRIPING
REMOVE PYMT. & BASE
TRAFFIC CONTROL - INCUIOED WITH RSF RD.
REMOVAL EXIST. BERM
PCC REMOVAL
REMOVAL EXIST. CURB
8" CURB - MEDIAN
FILE: RSFN-ST3. WQ1
1,580 LF
1,200 LF
260 LF
7,900 F
4 EA
1,563 TON
6,945 TON
1 EA
69,450 SF
1 EA
2 EA
200LF
2,800 LF
45,000 SF
1 LS
1,560 LF
29 CY
1,645 LF
TOTAL: MELROSE DRIVE
$6.00
$6.00
53.01
$1.40
s2so.00
$33.50
$1 1 .OO
$31 5.00
$0.1 5
$1,200.00
s1,800.00
$1.00
$0.30
$0.80.
$0.00
$1 .os
s10.00
$2.74
$9,480
$7,200
5783
$1 1,060
$1 ,Ooo
$52,348
$76.395
$315
$1 0,418
$1,200
$3,600
$200
$840
536,000
$0
$293
$4,507
$21 7,277
$1 ,638
===I======
PREPARED BY: HELMING ENGINEERING, INC.
-
I 25-Aug-93 R. S. I 'D. STAGE 3; 4 LANE - PRELIMINAK COST ESTIMATE PAGE NO. 4
I/ ' STREETS: QUESTHAVEN ROAO
OESCRIPTION QUANTllY UNIT PRICE TOTAL
~ e AC BERM
ASPHALT CONC. PAVEMENT (e THICHNESS)
AGG. BASE, CLASS II (24 THICKNESS)
STRIPING
REMOVE PYMT. & BASE
REMOVAL EXIST. BERM
TRAFFIC SIGNALS:
1,520 LF a.01 $4,575
961 TON $33.50 $332,185
4,270 TON $1 1 .oo $46,970
800 LF $0.30 $240
31,360 SF SO. 80 $25.088
430 LF $1 .os $452
TOTAL: QUESTHAVEN RD. 5109,510
==========
DESCRIPTION QUANTI* UNIT PRICE TOTAL
QUESTHAVEN ROAD - INTERIM
MELROSE DRIVE
1 LS $1 oo,OOo.oo $1 00,Ooo
1 LS $1 00,OOo.w $1 00,Ooo
TOTAL TRAFFIC SIGNALS $2oo,ooo
====¶=====
SEWER: (VALLECITOS)
DESCRIPTION QUANTITY UNIT PRICE TOTAL
12" FORCE MAIN
REMOVE 1 T FORCE MAIN
150 LF
150 LF
TOTAL SEWER
ssO.00 59,Ooo
$7.50 $1,137
$10,137
301===30a==
WATER (POTABLE): (OMWD)
- DESCRIPTION QUANTIM UNIT PRICE TOTAL
NONE 1 EA $0.00 $0
TOTAL WATER (POTABLE) $0
=Pa=======
RECLAIMED WATER
DESCRIPTION QUANTITV UNIT PRICE TOTAL
ASSUME NONE CONSTRUCTED
TOTAL RECLAIMED WATER
FILE: RSFN-ST3.WQl PREPARED BY: HELMING ENGINEERING, INC.
-
25-Aug-93 R. S. F. -7. STAGE 3; 4 LANE - PRELIMINARJ 3ST ESTIMATE PAGE NO. 5
LANDSCAPE AND IRRIGATION:
DESCRIPTION QUANTIN UNIT PRICE TOTAL
HYOROSEED SLOPES
TEMPORARY IRRIGATION
GRADING:
220 MSF $105.00 $23,100
1 LS $44,OOO.00 w,000
=3========
TOTAL LANDSCAPE 1L 567,100
IRRIGATION
DESCRIPTION QUANTI lY UNIT PRICE TOTAL
i
MASS EXCAVATION 8 COMPACTION (NOTE 1):
NORMAL EXCAV.
RIPPING EXCAV.
BLASTING EXCAV.
ROCK OVEREXCAVATION/REPL‘MENT (NOTE 2)
CRUSHING
REMEDIAL REMOVAL 8 RECOMPACTION
TOPSOIL REMOVAL & RECOMPACTION
CANYON SUBDRAIN (8”)
EROSION CONTROL
LINED DITCH
MOBILIZATION, WATER AND GRUBBING
91,000 CY
228,000 CY
162,000 CY
118,Ooo CY
273,000 TON
14,000 CY
20,Ooo CY
1,450 LF
1 LS
4100 LF
1 LS
TOTAL GRADING
$1 .oo
$3.00
$4.00
$4.00
$3.00
$1 .oo
$1 .00
$1 6.38
$1 oo,OoO.00
$8.00
$1 50,oOo.oo
$91 ,Ooo
5684,OOo
$728,000
$472,000
$81 9,000
$14,000
520,oOo
523,751
$1 oo,OOo
$32,800
$1 50,m
$3,134,551
3==91PaI=f=
NOTE 1. QUANTITY AND UNIT PRICE ARE BASE0 ON DATA PROVIDED BY FlELDSTONE/LA COSTA
ASSOCIATES DATED AUG. 17,1983.
NOTE ‘2. ASSUMES 1 S DEPTH OVEREXCAVATION IN ROCK CUT AREAS FOR INSTALLAllON OF UTILITIES.
COMMENTS
1. NO FRANCHISE UnuTy COSTS.
2. NO COST FOR ROAD RM-OF-WAY, SLOPE OR DRAINAGE EASEMENTS.
3: NO MEDIAN IMPROVEMEMS OTHER THAN CURBS.
4. AELOCATlON OF EXISTING SEWER AND WATER FACILITIES OR CONSTRUCTION OF NEW FACILITIES
AT EXPENSE OF INDIVIDUAL DISTRICTS. EXCEPTIONS ARE NOTED ON ATTACHED EXHIBIT.
5. ALIGNMENT OF RANCHO SANTA FE ROAD REQUIRES CONSTRUCTION OF TWO NEW BRIDGES OVER SAN
MARCOS CREEK.
FILE: RSFN-ST3.WQ1 PREPARED BY: HELMING ENGINEERING, INC.
-
. 25-Aug-93 R. S. F 3. STAGE 3; 4 LANE - PRELIMINAR) 4OST ESTIMATE PAGE NO. 6
- 6. UNIT PRICES ARE TAKEN FRON AN ASSORTMENT OF SOURCES INCLUDING: - 1992 CONSTRUCTION COST DATA, STATE OF CALIFORNIA, DEPARTMENT OF TRANSPORATION. - BID UNIT PRICES FOR PALOMAR AIRPORT ROAD, CITY OF CARLSBAD PROJECT NO. 31 66, DATED NOV. 1992. - CONSTRUCTION BID PRICES PROVIDED BY THE FIELDSTONE COMPANY.
7. NO CONSTRUCTION COSTS FOR LA COSTA AVENUE, THE CONNECTOR ROAD, LA COSTA MEADOWS DRIVE,
FUTURE QUESTHAVEN ROAD OR CORlNTlA ARE INCLUDED.
8. SOFT COSTS FOR DESIGN/ENGINEERING ARE REDUCED FROM 7.5% TO 6.5% TO ADJUST FOR OESIGN WORK
PREVIOUSLY DONE WHICH CAN eE INCORPORATED IN PROPOSED DESIGN. THE PERCENT REDUCTION IS
LESS THAN STAGE 2 DUE TO THE AREA NORTH OF SAN MARCOS CREEK NEEDING TO BE REDESIGNED.
PAYMENT FOR THIS PREVIOUS DESIGN WORK IS INCLUDED IN THE REIMBURSEMENT TO DEVELOPERS LINE
ITEM SHOWN ON THE STAGE 2 SUMMARY SHEET. THE OESIGN/ENGINEERING 6.5% AND MANAGEMENT/
INSPECTION 7.5% ARE COMPUTED AFTER DEDUCTING THE COST OF ENVIRONMENTAL AND HALF OF THE
GRADING AMOUNT.
9. THIS COST ESTIMATE DOES NOT INCLUDE DISTRICT FORMATlON/ADMlNlSTRATlON COSTS.
10. ESTIMATED LUMP SUM PRICES FOR ITEMS SUCH AS TRAFFlC CONTROL AND LANDSCAPE AND IRRIGATION
ARE ROUGH ESTIMATES ONLY AND DO NOT REFLECT DETAILED QUANTIM PRICING.
FILE: RSFN-ST3.WQ1 PREPARED BY: HELMING ENGINEERING, INC.
-.
. 25-Aug-93 RANCHC-’ANTA FE RD. SOUTH - PRELlMlNAi COST ESTIMATE PAGE NO. 1
CITY OF CARLSBAD COMMUNITY FACILITIES DISTRICT NO. 2 I)‘
STAGE 4
CONSTRUCTION OF RANCHO SANTA FE ROAD SOUTH IS ASSUMED FROM THE
INTERSECTION OF CALLE ACERVO, NORTH TO APPROXIMATELY THE NORTH PROPERTY
LINE OF THE SHELLY PROPERTY, THE SOUTH END OF STAGE 1 , AREA 6.
CONSTRUCTION IS FOR A SECONDARY ARTERIAL STREET, ASSUMING THAT ENClNlTAS
ELEMENTARY SCHOOL DISTRICT CONSTRUCTS THE PORTION OF RANCHO SANTA FE ROAD
SOUTH ADJACENT TO THEIR SCHOOL SITE. SIDEWALKS, STREET LIGHTS AND STREET
TREES ARE EXCLUDED FROM THE QUANTITIES. IT IS ASSUMED THESE ITEMS WILL BE
CONSTRUCTED BY ADJACENT DEVELPOMENT.
THE CLASSIFICATION OF RANCHO SANTA FE ROAD SOUTH IS ASSUMED DOWN GRADED
FROM A MAJOR ARTERIAL TO A SECONDARY ARTERIAL.
CAUTION SHOULD BE EXERClSEO IN THE USE Of THIS COST ESTIMATE!
THIS PRELIMINARY COST ESTIMATE WAS DEVELOPED WITHOUT THE BENEFIT OF
DESIGN PLANS. REFER TO THE COMMENTS AT THE END OF THIS ESTIMATE.
SUMMARY - RANCHO SANTA FE ROAD SOUTH
ITEM
ACQUITIONS
STORM DRAIN
STREETS
TRAFFIC SIGNALS
SEWER
WATER
LANDSCAPE & IRRIGATION
GRADING AND EROSION CONTROL
ENVIRONMENTAL
SUBTOTAL
CONTINGENCY 15%
SOR COSTS
COST
$359,000
DESlGN/ENGlNEERlNG (7.5%) $1 79,000
M ANAGEMENT/INSPECTI ON (7.5%) $1 79,000
TOTAL W,~Q9,006
=PI=====
FILE: RSFSO-R1 .WQ1 PREPARED BY: HELMING ENGINEERING, INC.
;- 25-Aug-93 AANCI- SANTA FE RD. SOUTH - PRELIMINA. I COST ESTIMATE PAGE NO. 2
-3 ,I .
-. DETAILS - RANCHO SANTA FE ROAD SOUTH
ACQUISITIONS:
DESCR@TION QUANTITY UNIT PRICE TOTAL
NONE 0.0 AC $0.00 $0
TOTAL ACQUISITIONS SO
=======a==
NOTE: ASSUMES SHELLEY AND WIEGAND DEDICATE R/W AT NO COST.
STORM DRAIN:
DESCRIPTION QUANTIM UNIT PRICE TOTAL
18" RCP
24" RCP
54' RCP
72" RCP
HEADWALL
CLEANOUT, TYPE A ,
DUAL CLEANOUT
INLET, TYPE 8
RIP RAP
WINGWALL (FOR OBI.. RCB'S)
9 x 4 DOUBLE RCB
10 x 6' DOUBLE RCB
REMOVE 24" RCP
REMOVE 3P RCP
REMOVE CONC. ENERGY OlSSlPATOR
REMOVE RIP RAP
REMOVE HEADWALL
REMOVE 4' x 10 OBL. RCB'S
DEWATERING
TEMPORARY CMP DRAINAGE PIPE
REMOVE DOUBLE HEAOWALL
100 LF
80 LF
1,190 LF
265 LF
1 EA
4 EA
1 EA
5 EA
1,300 CY
4 EA
200 LF
100 LF
60 LF
110 LF
1EA
, 100 CY
1 EA
1EA
2 EA
1 LS
350 LF
TOTAL STORM DRAIN
w.44
$47.00
$106.15
$1 70.00
s1,700.00
52.1 00.00
$5,000.00
$3,OOO.00
$36.00
$20,OOo.00
$1,500.00
$1,500.00
$13.00
$13.00
$5,000.00
$7.00
$500.00
s1,500.00
$1 o,OoO.00
$30,000.00
$1 00.00
FILE: RSFSO-R1 .WQ1 PREPARED BY: HELMING ENGINEERING, INC.
-
-_ 25-Aug-93 RANCHC *-'ANTA FE RD. SOUTH - PRELIMINAt COST ESTIMATE PAGE NO. 3
DESCRIPTION QUANTITY UNIT PRICE TOTAL
6" CURB AND GUTTER
6" AC BERM
PEDESTRIAN RAMP
ASPHALT CONC. PAVEMENT (4. THICKNESS)
AGGREGATE BASE, CLASS II (1 7 THICKNESS)
SUBBASE PREPARATION
STREET SURVEY MONUMENT
STREET NAME SIGNS
STREET LIGHTS
STREET LIGHT RELOCATION
GUARDRAIL
TEMPORARY K-RAIL
STRIPING
REMOVE AC PAVEMENT
TRAFFIC CONTROL
REMOVAL EXIST. BERM
REMOVE AC SIDEWALK
REMOVE EXIST CURB & GUlTER
REMOVE CONC. SIDEWALK
P C.C. SI~EWALK
TRAFFIC SIGNALS:
4,415 LF
110 LF
500 SF
1 EA
168,000 SF
180,006 SF
180,006 SF
7 EA
4 EA
4 EA
0 EA
390 LF
3,600 LF
19,360 LF
42,000 SF
1 LS
2,940 LF
4,225 SF
100 LF
6 CY
TOTAL STREETS
$6.00
$3.01
$1 -40
5250.00
$0.50
$0.94
$0.15
$31 5.00
$1 80.00
$1,800.00
$1,200.00
$1 6.40
$1 0.40
SO. 30
s0.80
$200,000.00
$1 .so
$1 0.00
$2.74
$10.00
$26.490
$33 1
8700
$250
$84,560
$1 69,200
$27,000
$2,205
$720
$7,200
SO
$6,396
$37,440
$5,808
$33,600
$200,000
$4,410
$42.250
$274
$61
$640,035
a=a=aa===a
DESCRIPTION OUANTIM UNIT PRICE TOTAL
RSF RD. SOUTH @ LA POSTNCALLE ACERVO - MODIFY 1 LS sM,OOO.00 $2o,OOo
TOTAL TRAFFIC SIGNALS
SEWER:
DESCRIPTION QUANTIM UNIT PRICE TOTAL
ADJUST MANHOLES TO GRADE 14 EA $500.00 $7,000
TOTAL SEWER $7,000
as=ap=aa=a
NOTE: ASSUMES ALL SEWER RELOCATIONS AND NEW CONSTRUCTION BY LCWO AT IT'S EXPENSE.
FILE: RSFSO-Rl .WQl PREPARED BY: HELMING ENGINEERING, INC.
-
25-Aug-93 RANCHr- >ANTA FE RD. SOUTH - PRELIMINA. COST ESTIMATE PAGE NO. 4
DESCRIPTION QUANTITY UNIT PRICE TOTAL
TOTAL WATER (POTABLE) $0
NOTE: ASSUMES ALL WATER RELATED RELOCATIONS AND NEW CONSTRUCTION BY OMWD AT irs EXPENSE.
LANDSCAPE AND IRRIGATION:
DESCRIPTION QUANTITY UNIT PRICE TOTAL
SLOPE FUNTINO & IRRIGATION
90-DAY MAINTENANCE
85,000 SF $1.50 $127,500
85,000 SF $0.02 $1,700
TOTAL LANDSCAPE & $1 29,200
I=========
IRRIGATION
GRADING AND EROSION CONTROL:
DESCRIPTION QUANTIN UNIT PRICE TOTAL
EXCAVATION
IMPORT
REMEDIAL
LINED DITCH
GEOGRfO FABRIC
SHORING
STABILITY WALL
SANOBAGS
REMOVE BARBED WIRE FENCE
MOBILIZATION. WATER AND GRUBBING
8,000 CY
32,000 CY
47,000 CY
200 LF
250,000 SY
0 LF
0 SF
5,750 EA
‘3,300 LF
1 LS
TOTAL GRADING
$3.00
$3.50
$2.00
$8.00
so.7s
$200.00
$15.00
$1 -50
$1.72
$5O,OOO.00
$24,000
$1 12,000
$94,000
s1,600
$1 87,500
$0
$0
$8,625
$5,676
$50,OOO
S403,SOl
=====3X=t=a
ENVI RONMENTA,~
DESCRIPTION QUANTITY UNIT PRICE TOTAL
WETLANDS MITIGATION (3~1) - WIEGAND 1 AC $4o,oO0.00 540,oOo
WETLANDS MITIGATION (31) - SHELLEY 1.9 AC $4o,OoO.00 376,000
SOUTHERN RIP. WOOOUNoS Mmb. (3:l) - SHELLEY 0 AC S4o,OoO.00 $0
COAST OAKS MITIGATION -1) - SHELLEY 20 EA $1 ,oO0.00 $20,000
WATERWAYS MITIGATKIN @1) - SHELLEY 0.8 AC s4o,oO0.00 $32,000
MITIGATION MONlTORlNd AND MAINTENANCE PROG. 1 LS $55,o00.00 $55,000
TOTAL ENVIRONMENTAL $223,000
3P=x===Pra
FILE: RSFSO-Rl .WQt PREPARED BY: HELMING ENGINEERING, INC.
-
25-Aug-93 RANCHC-?ANTA FE RD. SOUTH - PRELlMlNA; COST ESTIMATE PAGE NO. 5
-~ -1 'CO~~ENTS:
DATA MODIFIED FROM ESTIMATES PREPARED BY PROJECT DESIGN CONSULTANTS FOR RANCHO SANTA FE ROAD
SOUTH DATED FEE. 26,lgoQ FOR PROPOSED ASSESSMENT DISTRICT AND QUANTITIES PROVIDED BY RICK
ENGINEERING COMPANY, AUGUST 13,1992.
UNIT PRICES USED IN THIS COST ESTIMATE ARE FROM A MIXTURE OF SOURCES INCLUDING: - 1992 CONTRACT COST DATA, STATE OF CALIFORNIA, DEPARTMENR OF TRANSPORATION. - BID PRICES FOR PALOMAR AIRPORT ROAD, CIM OF CARLSBAD PROJECT NO. 3166, DATED NOV: 1992. - CONSTRUCTION UNIT PRICES FURNISHED BY THE FIELDSTONE COMPANY.
ESTIMATED LUMP SUM PRICES FOR ITEMS SUCH AS TRAFFIC CONTROL AND LANDSCAPE AND IRRIGATION
ARE ROUGH ESTIMATES ONLY AN0 DO NOT REFLECT DETAILED QUANTITY PRICING.
THE UNIT COST FOR IMPORT UNDER "GRADING' ASSUMES THE MATERIAL IS ACQUIRED FROM THE SHELLEY
PROPERM TO THE EAST OF THE ROADWAY.
THIS COST ESTIMATE DOES NOT INCLUDE DISTRICT FORMATlON/AOMlNlSTRATlON COSTS.
FILE: RSFSO-Rl .WQ1 PREPARED BY: HELMING ENGINEERING, INC.
DRAFT
NOT TO SCALE
DRAFT
-
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I "G -ENGI"G, INC.-
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COMMUNITIES FACIUTES DISTRICT NO. 2; STAGE 1 REFERENCED TO COST ESTIMATE3 DATED AUG. 25, 1993
SMA PE t?lUtiE
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COMMUNm FACEXTIES DISTRICT NO. 2
REFERENCED TO COST ESTIMATE DATED AUG. 25, 19:
DETENTION BASIN
END BERM AND OUTLET STRU
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J HELMING -ENGINEERING, INC-
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C0MMU"W FACI- DISTRICT NO. 2; STAGE 4
REFERENCED TO COST ESTIMATE DATED AUG. 25, 199
S.D. INLETS
& 18" RCP
APPROX. 1285' EXIST
CURB TO REMAIN
S.D. INLET
54" RCP
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