HomeMy WebLinkAbout1997-06-24; City Council; 14244; STREET LIGHTING AND LANDSCAPING - DISTRICT NO. 1: PROCEEDINGS SCHEDULE FOR FISCAL YEAR 1997-98z 0
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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.
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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
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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.
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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
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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
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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
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Engineer’s Report - 1997 8
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NO SCALE
Engineer’s Report - 1997 9 f5
Engineer’s Report - 1997 10
0
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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
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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 $554,384.31
. .. .. . For the specific assessment on each parcel, reference is made to the Assessment Roll on file at
the office of the Assessment District Administrator, 405 Oak Avenue, Carlsbad, CA, which is
incorporated herein by this reference as though set forth in full.
Engineer’s Repon - 1997 20
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LANDSCAPING
PART 1. PLANS AND SPECIFICATIONS
The plans and specifications for the maintenance and/or servicing of the Street Tree and Street
Median Improvements during the Fiscal Year are on file in the office of the Assessment District
Administrator, 405 Oak Avenue, Carlsbad, CA; are available for public inspection; and are
incorporated herein .by this reference .as though set forth in- full. Said plans and specifications
show and describe the general nature, location and extent of the existing and proposed
improvements to be maintained and/or serviced during the Fiscal Year. The plans and
specifications also indicate the class and type of improvements to be maintained and/or
serviced for each zone within the District.
PART II. DIAGRAM
A diagram of the Landscaping District.. Said diagram shall show the exterior, boundaries of the
District, the boundaries of the Street Tree and Street Median zones within the District, the lines
and dimensions of each lot or parcel within said Landscaping District and each parcel shall be
identified by a distinctive number or letter. The lines and dimensions of each lot shall conform
to those shown on the County Assessor’s map for the fiscal year to which the Report applies.
Simplified diagrams are attached as Attachments “B” and “C. A detailed diagram is maintained
in the office of the Assessment District Administrator, 405 Oak Avenue, Carlsbad, CA.
Engineer’s Report - 1997 21
Lighting and Landscaping District No. 1
FY 1997 - 1998
Street Tree Benefit Zone
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9 1997 &$?%%~ad#S /cargis2/products/um/r39.97/treell.aml 22 04/09/97 ATTACHMENT “B’’
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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.
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21
22 23
24
25
26
27
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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.
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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
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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
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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. ,
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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
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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.
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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
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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
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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) ,