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HomeMy WebLinkAbout1997-06-24; City Council; 14244; STREET LIGHTING AND LANDSCAPING - DISTRICT NO. 1: PROCEEDINGS SCHEDULE FOR FISCAL YEAR 1997-98z 0 .. E a ClTyOF CARLSBAD - AGENDWILL STREET LIGHTING AND LANBSCAPING DISTRICT NO. 1: PROCEEDINGS \e#=- T&: JITG. 6/24/97 IEPT. CSD SCHEDULE FOR FISCAL YEAR 1997-98 RECOMMENDED ACTION: 1. Adopt Resolution No.'?% s&l initiating proceedings and ordering the preparation of an 2. Adopt Resolution No.97*5&/ approving the Engineer's Report. 3. Adopt Resolution N0.97~'$22 setting a public hearing for July 15, 1997. Engineer's Report for a Special Maintenance District. ITEM EXPLANATION: The purpose of this agenda bill is to request Council's approval of three resolutions necessary to begin processing the City's Street Lighting & Landscaping District No. 1 for Fiscal Year 1997-98 in compliance with the procedures of the California Government Code, Streets and Highways Division. BACKGROUND: In 1983 the City of Carlsbad Street Lighting & Landscaping District was formed as a city-wide district according to the provisions of the California Streets and Highways Code, known as the Landscaping & Lighting Act of 1972. Since the District's formation, the cost of operating and maintaining the City's street lighting system has been funded through assessments from each parcel in the City, based on direct benefit. The Street Lighting Zone is identified as a city-wide zone formed with the intent for all assessable parcels within the City to pay benefiting assessments as they are developed and street lights are added. On June 6, 1989 Council approved the addition of two landscaping zones to the original district. The two zones formed were a Street Tree Maintenance Benefit Zone, and a Median Maintenance Benefit Zone. The Street Tree Maintenance Zone is not a city-wide zone. This Maintenance Zone includes only the properties within the City in which street trees exist within the public right-of-way areas. The maintenance program provides a programmed schedule of tree trimming, treatment of damaged trees, and emergency response to fallen trees within the public right-of-way. The Median Maintenance Zone funds the cost of maintaining the street medians located throughout the City. This Maintenance Zone is a city-wide zone and includes plant and tree maintenance care and structural replacement of the medians when necessary. IMPACT OF PROPOSITION 218: The passage of Proposition 218 has added amendments to the government code sections that dictate the processing of the Street Lighting and Landscaping District No. 1; however, these amendments will not affect the processing of the assessment district for Fiscal Year 1997-98. Staff has studied additions to the code at length by attending workshops/meetings with the District's legal consultant and engineering consultant before establishing the processing format for Fiscal Year 1997-98. Proposition 218 could affect some 1972 Act Landscaping and Lighting Districts by requiring the mailing of ballots to each assessed property owner giving details of the assessment proceedings and providing an opportunity to vote on the assessments. However, the Landscaping and Lighting District No. 1 meets three of the exceptions to the mailed ballot procedure: one, all assessed improvements are located within the public right-of-way and were required by engineering standards to be part of the public street improvements; two, a "Petition to Annex" form is signed by property owners of all the parcels subject to benefit assessments prior to the construction of new street improvements adjacent to their property as part of the conditions for new development within the city; three, there will be no increase in assessments for any of the three benefit zones in Fiscal Year 1997-98. PAGE 2 OF AB# I qi 2 v4 The City has incorporated one inclusion of Proposition 218 in this year’s processing of the maintenance district. The City of Carlsbad will now contribute a “General Benefit” contribution to each of the three zones within the district - Street Lighting, Street Tree Maintenance and Street Median Maintenance - as further detailed in the Engineer’s Report. FISCAL YEAR 1997-98 ASSESSMENT DISTRICT PROCESSING: Since there will be no increase to existing parcel assessments in Fiscal Year 1997-98, and all new assessments will be calculated at the same base formulas as Fiscal Year 1996-97, only one public hearing is required for this year’s processing of the District. At the public hearing (July 15, 1997) Community Services Department staff will present a comprehensive report on the maintenance and operations procedures of the district, as introduced in the attached Engineer’s Report. FISCAL IMPACT: The Fiscal Year 1997-98 Street Lighting and Landscaping District No. 1 budget totals are projected to be $1,675,914 or $7,520 more than the adopted budget for Fiscal Year 1996-97. The City’s other funds are required to contribute their share of costs for services provided directly to them by the District. In addition, due to the implementation of Proposition 218, the City’s general fund must now pay for the portion of the assessment district work that is considered a “general” rather than a “special” benefit. The contributions for each Zone are shown below. Service to other departments $25,500 66,140 91,640 “General” Benefit portion 52,014 37,684 28,863 11 8,561 Total due to District 77,514 103,824 28,863 210,201 Included in 1997-98 budget 53,500 66,200 0 1 19,700 I Additional amrooriation I needed .. . $24,014 37,624 28,863 90,501 I Staff recommends appropriating the additional funds needed of $90,501 from the Council contingency account in the 1997-98 budget. PAGE 3 OF AB# 14; 2qY As shown in the following table, a typical single family residential parcel which benefits from street lighting, street tree maintenance and median maintenance would have an anticipated assessment of $70.48 for Fiscal Year 1997-98, the same as for Fiscal Year 1996-97. ASSESSMENT SUMMARY-FOR THE AVERAGE .. ' SINGLE FAMILY PARCEL BENEFIT ZONE Change in Average Average Average Assessment FY 1996-97 1997-98 Assessments Assessment FY Street Light Maintenance $26.00 I *$26.00 I -O- I Street Tree Maintenance $ 36.10 I $36.10 1 -O- 1 ~~ ~~~ Median Maintenance I $ 8.34 I $ 8.34 I -0- II TOTAL -0- $70.44 $70.44 'Assessment rate represents a single family residence within a code with largest number of single family resident parcels. EXHIBITS: 1. Order of Procedure 2. Resolution No.?9-.$ko ordering the preparation of an Engineer's Report 3. Engineer's Report 4. Resolution No. 79-5A! approving the Engineer's Report .. 5. -Resolution No. 9?41*tting a.public hearing for July 15, 1997. . , , . " EXHIBIT 1 ORDER OF PROCEDURE CITY OF CARLSBAD STREET LIGHTING AND LANDSCAPING DISTRICT NO. 1 Date of Meeting: June 24,1997 City Council: Adopt Resolution Initiating Proceedings and Ordering the Preparation of an Engineer’s Report. Adopt Resolution Approving Engineer’s Report. Adopt Resolution Setting a Public Hearing. Date of Public Hearing: July 15,1997. 1 2 3 4 5 E 7 E s 1( 11 1: 1: 11 11 1( 1' 11 1' 2 2 2 2 2 2 2 2 2 8 9 0 1 2 3 4 5 :6 :7 8 RESOLUTION NO. 97-520 RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFORNIA, INITIATING PROCEEDINGS FOR THE ANNUAL LEW OF ASSESSMENTS AND ORDERING THE PREPARATION OF AN ENGINEER'S REPORT FOR A SPECIAL MAINTENANCE DISTRICT WHEREAS, the City Council of the City of Carlsbad, California has previously formed I special maintenance district pursuant to the terms of the Landscaping and Lighting Act of i972, being Division 15, Part 2 of the Streets and Highways Code of the State of California, ;aid special maintenance district known and designated as Street Lighting and Landscaping listrict No. 1 (hereinafter referred to as the Maintenance District); and, WHEREAS, the Maintenance District is an existing assessment district in which xsessments are not proposed to be increased, and is exempt from the procedures and -equirements of all assessments under California Constitution Act XlllD Q 5 (a). WHEREAS, the City Council wishes to take 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, within the Maintenance 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 and expenses for the maintenance and/or servicing of the improvements for the above referenced Maintenance District, said improvements generally described as follows: The maintenance of certain street lighting improvements, street trees and median landscaping improvements, as set forth and described in the Engineer's Report. The 1 i 1 2 3 4 5 6 7 8 9 10 I1 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 0 proposed new improvements to be maintained and serviced caused generally by new development are described as follows: The maintenance of certain additional street lighting improvements and additional landscaping improvements, including replacement of street trees and median landscaping improvements, all as set forth and described in the Engineer's Rep,ort, which is hereby ordered to be kept on file and open for public inspection in the Ofice of the City Clerk. REPORT OF ENGINEER SECTION 3. That this improvement is hereby referred to the engineer who is hereby directed to make and file the Report generally containing the following: A. Plans and specification describing the general nature, location and extent of the improvements; 6. An estimate of the cost of the maintenance and/or servicing of the improvements for . the Maintenance District for the referenced fiscal year; C. A diagram for the Maintenance District, showing the area and properties proposed to be assessed; D. An assessment of the estimated costs of the maintenance andlor servicing, assessing the net amount upon all assessable lots and/or parcels within the Maintenance District in proportion to the benefits received. That upon completion of the preparation of said Report, the original shall be filed with the City Clerk, who shall then submit the same to this legislative body for its immediate review and consideration. FISCAL YEAR SECTION 4. That the above Report shall include all costs and expenses of said maintenance. and/or servicing relating to the fiscal year commencing July 1, 1997, and ending June 30,1998. lIIll ///I/ i 0 PASSED, APPROVED AND ADOPTED at a regular meeting of the Carlsbad City Council held on the 24th day of June , 1997 by the following vote, to wit: WIS, Mayor ATTEST: ALETHA L. RAUTENKRANZ, City Clerk (SEAL) EXHIBIT 3 CITY OF CARLSBAD STREET LIGHTING AND LANDSCAPING DISTRICT NO. I ANNUAL ENGINEER’S REPORT FISCAL YEAR 1997-98 JUNE 11,1997 ENGINEER'S REPORT AGENCY: CITY OF CARLSBAD PROJECT: STREET LIGHTING AND LANDSCAPING DISTRICT NO. 1 ENGINEER'S REPORT PURSUANT TO "LANDSCAPI.NG AND LIGHTING ACT .OF 1972'' WHEREAS, this City Council has previously formed STREET LIGHTING AND LANDSCAPING DISTRICT NO. 1 (hereinafter referred to as the District) and has levied assessments within the District for prior fiscal years, all pursuant to 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 (hereinafter referred to as the Act); and WHEREAS, this City Council has previously adopted a Resolution ordering the preparation and tiling of an Engineer's "Report", all in accordance with the provisions of the Act. WHEREAS, at this time there has been filed as a part of the "Report", certain plans and specification for the maintenance of the improvements, an estimate of the costs of maintenance, a diagram of the District, and an assessment roll containing a spread of the estimated costs of maintenance within the District, all as required by the Act and as previously ordered by this City Council. NOW THEREFORE, pursuant to the direction from this City Council, this Report is hereby submitted to this City Council pursuant to the provisions of the Act. This Report is applicable for the fiscal year commencing July 1, 1997 to June 30, 1998 (hereinafter referred to as the Fiscal Year). This report is prepared in 2 parts (Street Lighting and Landscaping), each of which consists of the following 3 sub- parts: Part I. Part II. Part 111. PLANS AND SPECIFICATIONS for the maintenance anillor servicing of the improvements during -the Fiscal Year. The plans and specifications show and describe the general nature, location and. extent -of the existing and proposed improvements to be maintained andlor serviced during the Fiscal Year. The plans and specifications also indicate the class and type of improvements to be maintained andlor serviced for each zone within the District. A DIAGRAM of the District. The Diagram shows the exterior boundaries of the District, the boundaries of any zones within the District, and the lines and dimensions of each lot or parcel within the District. Each parcel is identified by a distinctive number or letter. The lines and dimensions of each lot conform to those shown on the County Assessor's map for Fiscal Year. AN ESTIMATE OF COSTS AND AN ASSESSMENT SCHEDULE showing the net amount to be assessed upon assessable lands within the District, describing each assessable lot or parcel within the District by reference to the Parcel numbers contained on the County Assessment Roll, and assessing the net amount upon all assessable lots or parcels by apportioning the net amount among the several assessable lots or parcels in proportion to the benefits to be received by each lot or parcel. Annual assessment increases will be caused by reasons of increases in the costs of labor,, materials and utility cost increases as applied to energy rates and water fees. Engineer's Report - 1997 2 Assessments can be annually modified and increased to reflect an annual modification in the cost of labor and materials based upon the Consumer Price Index, San Diego, as published by the Department of Labor as computed for the first Index in March of each year with additional modifications for related energy and water rate increases. Principal Civil Engineer RCE C21494 Engineer's Report - 1997 3 4 DESCRIPTION OF IMPROVEMENTS TO BE MAINTAINED The improvements to be maintained and serviced are generally described as street lighting, street trees and landscaped and hardscaped street medians all located within the public right- of-way and as caused by new development and City improvement projects, all as set forth and described in this Engineer’s Report. New development has added 264 street lights .to-be~included.-in the..City’s Fiscal Year :I 997-98 maintenance inventory. The City’s street tree inventory remains constant at approximately 21,000 trees, with the exception of replacement of damaged trees. New development improvements do not include trees in public street right-of-way areas. The additional street median area to be maintained in Fiscal Year 1997-98 is 3.54 acres due to the addition of median improvements to portions of Avenida Encinas and Palomar Airport Road. The Street Lighting Zone, the Street Tree Trimming Zone and the Street Median Maintenance Zone assessments will not increase in Fiscal Year 1997-98, and will remain at the same base formula rates as assessed in Fiscal Year 1996-97. All new Assessor’s parcels, that by petition of the property owner(s) have been added to the three zones, will be calculated at the same base formulas as used in the last fiscal year. Engineer’s Report - 1997 4 STREET LIGHTING Pursuant to direction from the City Council, submitted herewith is the "Report", consisting of the following documents pursuant to the provisions of Division 15, Part 2, of the Streets and Highways Code of the State of California, and specifically Section 22500 etseq., the Landscaping and Lighting Act of 1972. PART 1. PLANS AND SPECIFICATION ., The plans and specifications for the maintenance and/or servicing of the street lighting improvements during the Fiscal Year are on file in the office of the Assessment District Administrator, 405 Oak Avenue, Carlsbad, CA; are available for public inspection; and are incorporated herein by this reference as though set forth in full. Said plans and specifications show and describe the general nature, location and extent of the existing and proposed improvements to be maintained and/or serviced during the Fiscal Year. The plans and specifications also indicate the class and type of improvements to be maintained and/or serviced for each zone and code within the District. PART 11. DIAGRAM A diagram of the Street Lighting District. Said diagram shall show the exterior boundaries of the Street Lighting District, the boundaries of any zones and codes within the Street Lighting District, the lines and dimensions of each lot or parcel within said Street Lighting District and each parcel shall be identified by a distinctive number or letter. The lines and dimension of each lot shall conform to those shown on the County Assessor's map for the fiscal year to which the Report applies. A simplified diagram is attached as Attachment "A", followed by individual diagrams showing samples for each of the eight codes within Zone 1. A detailed diagram is maintained in the office of the Assessment District Administrator, 405 Oak Avenue, Carlsbad, CA, and is available for public inspection. Engineer's Report - 1997 5 Lighting and Landscaping District No. I FY 1997 - 1998 Street Light Maintenance Benefit Zones 1-1 Street Light Non-Benefiting Parcels S 6 ATTACHMENT “A” ,997 &$gpy* ar sbad - ‘997 GIS /cargis2/products/um/r39.97/lightll.amI 06/11/37 IC It Engineer’s Report - 1997 7 f3 0 e Engineer’s Report - 1997 8 0 0 NO SCALE Engineer’s Report - 1997 9 f5 Engineer’s Report - 1997 10 0 \ 0 NO SCALE Engineer’s Report - 1997 11 NO SCALE Engineer’s Report - 1997 13 t 0 NO SCALE Engineer's Report - 1997 14 METHOD AND FORMULA FOR ASSESSMENT SPREAD FOR STREET LIGHTING Within the City wide Street Lighting Assessment boundaries are the following two zones: Zone I - City owned and maintained street lights Zone 2 - Undeveloped property - non-benefitting, not assessed Zone 1 consists of the following sub-codes and their benefit spread formulas: CODE AI * Street lights at intersections only (residential) CODE B1* Street lights at intersections and mid-block (residential) CODE C1* 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 G2** Special lighting and spacing standard, downtown redevelopment area CODE HI*** Street light spacing at current City standard, time shares only * Assessment is based on equal shares of cost of maintenance and operation of total lights within each code. ** Assessment is based on share of cost of maintenance and operation of total lights as formulated by front footage percentage of each parcel in relation to total footage within each code. *** Flat rate per unit Engineer’s Report - 1997 15 METHOD AND FORMULA FOR ASSESSMENT SPREAD FOR STREET LIGHTING (CONTINUED) Assessment Criteria: The improvements and annexation into the District 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. The method of assessment for codes within Zone 1 is based on units. In the case of codes AI, BI, C1 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 is also based on front footage. Code HI only includes time share units, which are all assigned the same cost per unit. Engineer’s Report - 1997 16 22 PART 111. ESTIMATE OF COSTS AND ASSESSMENT SCHEDULE July 1, 1997 through June 30, 1998 STREET LIGHTING COST OF MAINTENANCE SERVICE 1. Energy (1 ) 2. Personnel (2) 3. Maintenance & Operations (2) Subtotal Less General Benefit @ 7.47% (1) Less Fund Balance Surplus (3) BALANCE TO ASSESSMENT $240,743.00 232,603.00 223.31 5.00 $696,661 .OO 52,014.00 90,262.69 $554,384.31 Notes: (1) See Table “A for calculation of Cost of Energy & General Benefit. (2) See Table “B”. The cost estimate for Personnel and Maintenance & Operations (3) The remaining fund balance is adequate to cover the Tax Roll Reserve amount. has been reduced by $25,500 for service to other City departments. The ”Balance to Assessment” shown above is spread upon the several parcels of land within the District liable therefore and benefited thereby, in proportion to the estimated benefits that each parcel receives, respectively, from said maintained works of improvement and appurtenances as established in the formation of the District. All of the parcels within the 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 the energy costs for the initial 18-month period. The units in a development are not assessed the initial fiscal year to account for the developer funded energy costs. The District provides funding for the furnishing of services and materials for the ordinary and usual operation, maintenance and servicing of the installed street lights. These services and materials include the furnishing of electric current (referred to as energy above). Personnel costs include City staff assigned to Street Lighting services, City administration (annual audit of City’s street lighting assessment, updating expenditures and reassessments) engineering and legal expenses. Maintenance and Operations includes supervision, coordination between Engineer’s Rept - 1997 17 citizens and SDG&E for the maintenance of utility owned street lights, coordination between developers and SDG&E for energizing new lighting systems, providing expertise to City inspectors during inspection of lighting systems, coordinate underground service alert mark- outs for various City departments, perform mark-outs for street light and traffic signal systems, maintain as-built record of City street light system for future maintenance, perform routine night .. ’ surveillance, incorporate street light numbering system, check proposed improvement plans for conformance with City standards .regarding street+light,.storm drain-and traffimignal systems, coordinate with Planning, Engineering and Engineer’s of Work to ensure that departmental needs are met. The tax roll reserve, identified in Note 3 above, is an advance for a portion of the estimated costs of servicing and maintenance prior to the receipt of tax collections from the County of San Diego. The lighting and the orderly circulation of traffic directly benefits the developments within the District. Any share of the benefits received that does not provide a special benefit to the assessed properties is a general benefit provided by the improvements. The cost of the general benefit is not to be assessed to the properties in the district. The cost of the general benefit is to be contributed by the City. This cost for lights is equal to the average annual unit cost difference between the low wattage 9,500 lumen lights and the high wattage 22,000 lumen lights. A 9,500 lumen light is the standard required on a local street. Other streets, such as arterials, require a standard greater than 9,500 lumens in order to service a capacity greater than the local traffic. Table “A, on the following page, shows the calculation of the cost estimate for General Benefit for Street Lights. Engineer’s Report - 1997 18 TABLE "A" COST ESTIMATE FOR GENERAL BENEFIT STREET LIGHT SUMMARY PER SDG&E: Lamp Size Number Monthly lWatts) of Liahts Rate Low wattaae liuhts for collector streets: 70 70 100 100 100 100 100 150 150 Subtotal-I 1,428 19 23 680 1,437 279 8 91 8 3,973 2.32 1.93 3.64 3.64 3.24 2.71 2.71 4.44 3.95 Hiah wattaue liuhts for arterial streets: 200 869 5.66 250 457 7.20 400 7 10.95 Subtotal-2 1,333 Total 5,306 Monthly Annual Avg. Annual Amount Amount Cost Der Liaht $3,312.96 36.67 83.67 2,473.72 4,655.88 756.09 21.68 404.04 31.60 $39,755.52 440.04 1,004.04 29,684.66 55,870.56 9,073.08 260.16 4,848.48 379.20 $ 141,315.74 $35.57 !§ 4,918.54 $59,022.48 3,290.40 39,484.80 76.65 919.80 $99,427.08 $74.59 $240,742.82 Annual Difference between Subtotal-I and Subtotal-2 $39.02 General Benefit = Annual Difference times 1,333 high wattage lights $52,014 Total Budget for Street Lights $696,661 .OO Percent of General Benefit Contribution 7.47% Engineer's Report - 1997 19 5 The following table, identified as Table “B”, shows the calculation for the reduction in cost for service to other departments in the City. The cost for service to other departments is subtracted from the total budget cost to arrive at the “Balance to Assessment” to parcels in the District. TABLE “B” FOR SERVICE TO OTHER DEPARTMENTS COST ESTIMATE REDUCTIONS FOR FY 1997-98 STREET LIGHTS (Account #I 6250571 1997-98 Budget Less Service to Net to 1. Energy (I) $240,743 $0 $240,743 Amount Other DeDts. Assessment 2. Personnel 24561 3 13,010 232,603 3. Maintenance & Operations (2) 235,805 12.490 223,315 Subtotal Items 2 & 3 $481,418 $ 25.500 $455.91 8 Total $722,161 $25,500 $696,661 Notes: (1 ) See Table “A” for calculation of Cost of Energy. (2) Budget of $473,305 reduced by $237,500 for Energy budget. The total “Balance to Assessment” is then divided into the eight codes within Zone 1 as previously identified. The dollar per assessment unit value for Fiscal Year 1997-98 in each code is calculated as follows: ASSESSMENT SPREAD Street Lighting Cost Per Code Assessment Benefit Units - Unit A- 1 B- 1 c-I D-I H-I E-2 F-2 G-2 $39,337.26 20,403.88 290,082.04 16,580.70 1,897.60 42,920.96 103,353.77 39,808.1 0 2,651 Units 852 Units 1 1 ,I 57 Units 2,403 Units 9,488 Units 115,142 Feet 177,933 Feet 14,796 Feet $14.838650 23.948216 26.000004 6.900000 0.200000 0.372765 0.580858 2.690464 Total $554,384.31 . .. .. . For the specific assessment on each parcel, reference is made to the Assessment Roll on file at the office of the Assessment District Administrator, 405 Oak Avenue, Carlsbad, CA, which is incorporated herein by this reference as though set forth in full. Engineer’s Repon - 1997 20 26 LANDSCAPING PART 1. PLANS AND SPECIFICATIONS The plans and specifications for the maintenance and/or servicing of the Street Tree and Street Median Improvements during the Fiscal Year are on file in the office of the Assessment District Administrator, 405 Oak Avenue, Carlsbad, CA; are available for public inspection; and are incorporated herein .by this reference .as though set forth in- full. Said plans and specifications show and describe the general nature, location and extent of the existing and proposed improvements to be maintained and/or serviced during the Fiscal Year. The plans and specifications also indicate the class and type of improvements to be maintained and/or serviced for each zone within the District. PART II. DIAGRAM A diagram of the Landscaping District.. Said diagram shall show the exterior, boundaries of the District, the boundaries of the Street Tree and Street Median zones within the District, the lines and dimensions of each lot or parcel within said Landscaping District and each parcel shall be identified by a distinctive number or letter. The lines and dimensions of each lot shall conform to those shown on the County Assessor’s map for the fiscal year to which the Report applies. Simplified diagrams are attached as Attachments “B” and “C. A detailed diagram is maintained in the office of the Assessment District Administrator, 405 Oak Avenue, Carlsbad, CA. Engineer’s Report - 1997 21 Lighting and Landscaping District No. 1 FY 1997 - 1998 Street Tree Benefit Zone S 9 1997 &$?%%~ad#S /cargis2/products/um/r39.97/treell.aml 22 04/09/97 ATTACHMENT “B’’ ’I I I I I ” Lighting and Landscaping District No. 1 FY 1997 - 1998 Median Landscaping Benefit Zone Existing Median Locations Future Median Locations Median Maintained by Others ”* e4 S @ 1997 C!?@%?8%%kl%k /cargis2/products/um/r39.97/median1l.arn 25 04/07/97 9 -1 ATTACHMENT “C” CITY OF CARLSBAD LANDSCAPE MAINTENANCE BENEFIT UNlTSlLAND USE CODES BEN. UNITS L.U. CODE 50 51 52 53 54 55 56 57 58 59 BEN. UNITS 1 .o 1 .o 1 .o 1 .o 1 .o 1 .o 1 .o 1 .o 1 .o 1 .o L.U. CODE 00 LAND USE DESCR LAND USE DESCR Vacant irrigated Citrus Avocados Vines Misc. trees Livestock Misc. irrigated crops Growing houses SpeciaVmisc. irrigated Poultry Form. Unzoned .I /DU .I /DU 1 .o 1 .o .5/DU .I /DU .1/DU .1/DU .I /DU .I /DU .I /DU .I /DU 07 09 10 11 12 13 14 15 16 17 18 19 Timeshare Mobile home Vacant residential Single family residence Duplex or double Res. 2-4 units/2 houses Res. 5-1 5 units Res. 16-60 units Res. 61 units and up Condominium Misc. residential co-op 1 .o 1 .o 1 .o 1 .o 1 .o 61 62 63 64 65 Non-irrigated 1-1 0 AC Non-irrigated 1 1-40 AC Non-irrigated 41 -1 60 AC Non-irrigated 161 -360 AC Non-irrigated 361 & up AC Form. Form. Form. Form. Form. Form. Form. Form. Form. Form. 20 21 22 23 24 25 26 27 28 29 Vacant commercial 1-3 story misc. store bldgs. 4 story & up officektore Regional shopping ctr. Community shopping ctr. Neighborhood Shopping ctr. Hotel, motel Service station Med., dental, animal hospital Con. Hospital, rest home 0.0 0.0 0.0 0.0 0.0 0.0 70 71 72 73 74 75 Vacant institutional Church Church parkinghelated Cemetery Mausoleum Mortuary Hospital Spec./misc. institutional Form. Form. 77 79 Office condominiums Parking lot, garage, used cars Trailer park Theater Bowling alley Restaurant Car wash Large chain groceryldrug Auto sales/service agency Misc. comm., radio stn., bank Form. Form. Form. Form. Form. Form. Form. Form. Form. Form. 30 31 32 33 34 35 36 37 38 39 Form. Form. Form. Form. Form. 0.0 0.0 0.0 0.0 Form. 80 - 81 82 83 84 85 86 87 88 89 Vacant recreational Meeting hall, gym Golf course Marina, dock Recreational camps Non-tax recreational Open space easements Agr. Preserve (no contract) Agr. Preserve (contract) Spec./misc. recreational Form. Form. Form. Form. Form. Form. Form. Form. Form. 40 41 42 43 44 45 46 47 49 Vacant industrial Factory - light manufacturer Factory - hvy. Manufacturer Warehouse - proc. or stor. Bulk storage (tanks, etc.) Extractive & mining Small automotive garage Industrial condos Spec./misc. industrial 0.0 90 Vacant tax. govt. property Formula: lfAcres .20, fhen BU = 1 .O, else BU = 5.9 x AC (i.e. AW0.17) Engineer's Report - 1997 24 30 PART 111. ESTIMATE OF COSTS AND ASSESSMENT SCHEDULE July 1 , 1997 through June 30, 1998 STREET TREES COST OF MAINTENANCE 1. Personnel (1) $279,858.00 2. Maintenance and Operations (1) 224.610.00 Subtotal $504,468.00 Less General Benefit @ 7.47% (2) Less Fund Balance Surplus (3) 37,683.76 9,638.98 BALANCE TO ASSESSMENT $457,145.26 Notes: (1) See Table “C”. The cost estimate for Personnel and Maint. & Operations has been reduced (2) See Table “A of the street lighting portion of this report for calculation of % of General (3) The remaining fund balance is adequate to cover the Tax Roll Reserve amount. by $66,140 for service to other City departments. Benefit. The Street Tree division provides maintenance to all trees in the public right-of-way (over 21 ,OOO), parks, open space areas, and,trees at all.City.facilities. ..The maintenance consists of pruning, planting, removal and root pruning.. The, division- annually responds to over 500 street tree order/requests, removes over 50 trees and plants over 100 trees. Table “C”, below, shows the calculation for the reduction in cost for service to other departments in the City. The cost for service to other departments is subtracted from the total budget cost to arrive at the “Balance to Assessment” to parcels in the District. TABLE “C“ COST ESTIMATE REDUCTIONS FOR FY 1997-98 FOR SERVICE TO OTHER DEPARTMENTS A. STREET TREES (Account # 1605023) 1997-98 Budget Service to Net to Amount Other Depts. Assess 1. Personnel $316,550 $ 36,692 $279,858 2. Maintenance and Operations 254.058 29,448 224,610 Total $ 570,608 $66,140 $504,468 Engineer’s Reps - 1997 25 31 The cost of the General Benefit for Street Trees is determined by utilizing the same percent as calculated for Street Lighting as shown in Table “A. The total “Balance to Assessment” is then divided by the number of benefit units to arrive at a ’ . cost per benefit unit. The dollar per assessment unit value for-FiscaLYear 1997-98 in .the.Str.eet Tree benefit zone is calculated as follows: Balance to Assessment = $457.145.26 = $36.10 per unit. Total Benefit Units 12,662.35 This unit assessment is applied to 13,219 parcels in the Street Tree Zone. For the specific assessment on each parcel, reference is made to the Assessment Roll on file at the office of the Assessment District Administrator, 405 Oak Avenue, Carlsbad, CA, which is incorporated herein by this reference as though set forth in full. Engineer’s Report - 1997 26 32 PART 111. ESTIMATE OF COSTS AND ASSESSMENT SCHEDULE July 1, 1997 through June 30, 1998 STREET MEDIANS COST OF MAINTENANCE SERVICE 1. Personnel 2. Maintenance and Operations Subtotal $ 164,079.00 222.309.00 $386,388.00 Less General Benefit @ 7.47% (I) 28,863.18 Plus Tax Roll Reserve 61,242.38 BALANCE TO ASSESSMENT $41 8,767.20 Notes: (I) See Table “A, as shown in the street lighting portion of this report for calculation of % of General Benefit 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 48 acres of landscaped medians and 8 acres of planter boxes, downtown fountain, landscape pockets and parking lots. Maintenance includes trash pick-up, weed control, pruning, planting, pesticide/fertilizer application, removals, replanting, irrigation repaidadjustment, and parking lot sweeping. A contractual median maintenance program provides for contracting, administering and overseeing median maintenance for approximately 36 acres of City medians. The cost of the General Benefit for Street Medians is determined by utilizing the same percent as calculated for Street Lighting as shown in Table “A. The total “Balance to Assessment” is then divided by the number of benefit units to arrive.at a cost per benefit unit. The dollar per assessment unit value for Fiscal Year 1997-98 in the Street Median benefit zone is calculated as follows: Balance to Assessment = $418.767.20 = $8.34 per unit. Total Benefit Units 50,198.79 This unit assessment is applied to 40,260 parcels in the Street Median Zone. For the specific assessment on each parcel, reference is made. to the assessment^ Roll .on .file. at the office of the Assessment District Administrator, 405 Oak Avenue, Carlsbad, CA, which is incorporated herein by this reference as though set forth in full. Engineer’s Report - 1997 27 METHOD AND FORMULA OF ASSESSMENT SPREAD FOR STREET TREE AND MEDIAN MAINTENANCE ZONES STREET TREE MAINTENANCE ZONE Street trees are in the street right-of-way, generally located between the curb and sidewalk and/or property line in- the areas of the City as shown in Attachment “B. Each property within the Street Tree Maintenance 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 .‘I7 acres). Thus, each single family parcel is given an EDU of 1.0, while most other parcels* are given assessments based on acreage to establish an EDU value based on the following formula: Acreage of parcel / 0.17 acres = EDUs STREET MEDIAN MAINTENANCE ZONE This service generally benefits all parcels and residents in the City. Thus, all parcels in the City share in the cost of median maintenance using the same EDU formula as in effect for the Street Tree Maintenance Zone.. These formulas were approved by City Council at the June 6, 1989 regular meeting. *See following page for Benefit Units/Land Use code conversion guide. Engineer’s Report - 1997 RESOLUTION NO. 97-521 RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFORNIA, APPROVING THE ENGINEER'S REPORT FOR THE PROCEEDINGS FOR THE ANNUAL LEVY OF ASSESSMENTS WITHIN A SPECIAL MAINTENANCE DISTRICT WHEREAS, the City Council of the City of Carlsbad, California, pursuant to the terms of the Landscaping and Lighting Act of 1972, being Division 15, Part 2 of the Streets and Highways Code of the State of California, did by previous resolution initiate proceedings and ordered the preparation of an Engineer's Report for the annual levy of assessments within a special maintenance district, said special maintenance district known and designated as Street Lighting and Landscaping District No. 1 (hereinafter referred to as the Maintenance District); and, WHEREAS, there has now been presented to this City Council the.Report as required by said Division 15 of the Streets and Highways Code and as previously directed by resolution; and, WHEREAS, this City Council has now carefully examined and reviewed the Report as presented, and is satisfied with each and all of the items and documents as set forth therein, and is satisfied that the assessments, on a preliminary basis, have been spread in accordance with the benefits received from the improvements to be maintained, as set forth in said Report. NOW, THEREFORE, IT IS HEREBY RESOLVED AS FOLLOWS: SECTION 1. That the above recitals are all true and correct. SECTION 2. That the Report as presented consists of the following: A. Plans and specifications describing the general nature, location and extent of the improvements to be maintained. 9. Estimate of cost, including the amount of the annual installment for the forthcoming fiscal year. , T! '1 ' L i 1 -2 3 4 5 6 7 €3 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 C. Diagram of the Maintenance District. D. Assessment of the estimated cost. Said Report, as presented, is hereby approved on a preliminary basis, and is ordered to be filed in the Office of the City Clerk as a permanent record and to remain open to public inspection. SECTION 3. That the City Clerk shall certify to the passage and adoption of this Resolution, and the minutes of this meeting shall so reflect the presentation of the Engineer's Report. PASSED, APPROVED AND ADOPTED at a regular meeting of the Carlsbad City Council, held on the 24th day of June , 1997 by the following vote, to wit: AYES: Council Members Lewis, Finnila, Nygaard, Kulchin, and Hall NOES: None ATTEST: 0 f/<&dM ALETHA L. RAUTENKRANZ, City Clerk \ (SEAL) -Mayor .[ :, ' r 1 2 1 u 4 5 d 7 E 9 IC 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 0 RESOLUTION NO. 97-572 RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFORNIA, DECLARING ITS INTENTION TO PROVIDE FOR AN ANNUAL LEW AND COLLECTION OF ASSESSMENTS IN A SPECIAL MAINTENANCE DISTRICT, AND SETTING A TIME AND PLACE FOR A . PUBLIC HEARING THEREON WHEREAS, the City Council of the City of Carlsbad, California, has previously formed a special maintenance district pursuant to the terms of the Landscaping and Lighting Act of 1972, being Division 15, Part 2 of the Streets and Highways Code of the State of California, said special maintenance district known and designated as Street Lighting and Landscaping District No. I (hereinafter referred to as the Maintenance District); and, WHEREAS, the Maintenance District is an existing assessment district in which assessments are not proposed to be increased, and is exempt from the procedures and requirements of all assessments under California Constitution Act XlllD § 5 (a). WHEREAS, the City Council wishes to take proceedings to provide for the annual levy of assessments for the next ensuing fiscal year to provide for the costs and expenses necessary to pay for the maintenance of the improvements within the Maintenance District; and, WHEREAS, there has been presented and approved by this City Council the Engineer's Report, as required by law, and this City Council is desirous of continuing with the proceedings for said annual levy; and WHEREAS, the improvements to be maintained shall consist of all originally designated and authorized improvements, as well as certain new and additional improvements. NOW, THEREFORE, BE IT RESOLVED AS FOLLOWS: RECITALS SECTION 1. That the above recitals are all true and correct. +: <? ' I -2 1 4 E * E 7 E s IC 17 If 12 14 1E 1E 17 II! 19 20 21 22 23 24 25 26 27 28 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 and expenses for the maintenance and/or servicing of the improvements for the above referenced Maintenance District, said improvements generally described as follows:, The maintenance of certain street lighting improvements, street trees and median landscaping improvements, as set forth and described in the Engineer's Report. The proposed new improvements to be maintained and serviced caused generally by new development are described as follows: The maintenance of certain additional street lighting improvements and additional landscaping improvements, including replacement of street trees and median landscaping improvements, all as set forth and described in the Engineer's Report, . which is hereby ordered to be kept on file and open for public inspection in the Office of the City Clerk. BOUNDARIES OF MAINTENANCE DISTRICT SECTION 3. That said works of improvement are of direct benefit to the properties within the boundaries of said Maintenance District, which Maintenance District the legislative body previously declared to be the area benefited by said works of improvement, and for partictltars, reference is made to the boundary map as previously approved by this legislative body, a copy of which is on file in the office of the City Clerk and open for public inspection, and is designated by the name of this Maintenance District. REPORT OF ENGINEER SECTION 4. A. That the Report of the Engineer, as preliminarily approved by this legislative body, is on file with the City Clerk and open for public inspection. Reference is made to said Report for a full and detailed description of the improvements to be e:,* 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 0 maintained, the boundaries of the Maintenance District and any zones therein, and the proposed assessments upon assessable lots and parcels of land within the Maintenance District. B. Annual assessment increases will be caused by reasons of increases in the costs of labor, materials and utility cost increases as applied to energy rates and water fees. Assessments can be annually modified and increased to reflect an annual modification in the cost of labor and materials based upon the Consumer Price Index, San Diego, as published by the Department of Labor as computed for the first index in March of each year with additional modifications for related energy and water rate increases. C. All Street Light Benefit Zone, Street Tree Benefit Zone and Street Median Benefit Zone assessments are to remain the same as the previous year and all new assessments added to the tax roll forms will be calculated at the same base formulas as Fiscal Year 1996-97. PUBLIC HEARING SECTION 5. Notice is hereby given that a public hearing is hereby scheduled in the regular meeting place of the City Council, being the Council Chambers, City Hall, on the following date and time: Tuesday, July 15, 1997, at 6:OO p.m. At that time this legislative body will hear protests or objections in reference to the annual levy of assessments and to any other matters contained in this resolution. Any persons who wish to object to the proceedings or the annual levy should file a written protest with the City Clerk prior to the time set for the public hearing. If there is a majority protest against the levy of an annual assessment that is increased from the previous year, the proposed increase in the assessments shall be abandped. A majority protest exists if, upon the conclusion of the hearing, written protests filed and not withdrawn, represent property owners owning more d.1 v c F- 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 than 50% of the assessable area of land within the proposed district. NOTICE SECTION 6. That the City Clerk is hereby authorized and directed to give notice as required by law by causing a copy of this Resolution to be published in the North Countv Times, a newspaper of general circulation within the City of Carlsbad, said publication to be completed not less than ten (IO) days prior to the date set for the public hearing. PROCEEDINGS INQUIRIES/PROTESTS SECTION 7. For any and all information relating to these proceedings, including information relating to protest procedure, your attention is directed to the person designated below: VIRGINIA McCOY COMMUNITY SERVICES DEPARTMENT CITY OF CARLSBAD TELEPHONE: 760/434-2941 ADMINISTRATIVE COORDINATOR - SPECIAL DISTRICTS CITY CLERK CITY OF CARLSBAD 1200 CARLSBAD VILLAGE DRIVE CARLSBAD, CA 92008 PASSED, APPROVED AND ADOPTED by the City Council of the City of Carlsbad at its regular meeting held on the 24th day of June , 1997, by the following vote, to wit: AYES: Council Members Lewis, Finnila, Nygaard, J+ lchin, and Hall / .- ATTEST: L-iLZLL 4. QdA” ALETHA L. RAUTENKRANZ, City Clerk \ (SEAL) ,