HomeMy WebLinkAbout1998-06-09; City Council; 14714; Street Lighting And Landscaping District No 1CITY OF CARLSBAD - AGENA BILL
STREET LIGHTING AND LANDSCAPING
DISTRICT NO. 1: PROCEEDINGS
SCHEDULE FOR FISCAL YEAR 1998-99
RECOMMENDED ACTION:
1. Adopt Resolution No.4 8 -/ 77initiating proceedings and ordering the preparation of an
Engineer’s Report for a Sf;;ial Maintenance District.
2. Adopt Resolution No. $i$ approving the Engineer’s Report.
3. Adopt Resolution No. 9&-17ci setting a public hearing for July 14, 1998.
I
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 1998-
99 in compliance with the procedures of the California Streets and Highways Code.
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.
I IMPACT OF PROPOSITION 218 AND SENATE BILL 919 IN 1997:
On November 5, 1996, with the passage of Proposition 218, Articles XIIIC and XIIID, were
added to California’s constitution that dictate the processing of the Street Lighting and
Landscaping District No. 1. On July 1, 1997, Senate Bill No. 919 was approved for further
clarification on certain portions of 218. After extensive analysis and outside consultations by
City staff last fiscal year, it was determined only one change in the annual processing of the
district was applicable and would be enacted. In Fiscal Year 1997-1998 Council adopted a
“General Benefit” contribution to each of the three zones within the district: Street Lighting,
Street Tree Maintenance and Street Median Maintenance. This contribution from the City’s
general fund is also proposed as part of the processing for Fiscal Year 1998-l 999 and is
detailed in the attached Engineer’s Report which staff is requesting Council approve this
evening.
PAGE 2 OF AB# /y, T/q
FISCAL YEAR 1998-99 ASSESSMENT DISTRICT PROCESSING:
Since there will be no increase to existing parcel assessments in Fiscal Year 1998-99, 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 14, 1998) Public Works 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 1998-99 Street Lighting and Landscaping District No. 1 total budget for the
three zones is projected to be $1557,392.
The City’s General Fund will contribute $70,000 to the Street Tree Maintenance Zone for staff
time and equipment spent on maintaining City parks and Hosp Grove which, by policy, are not
considered part of the public right-of-way oriented zone program. In addition, the City’s General
Fund will contribute $56,678 to the Street Lighting Budget, $44,849 to the Street Tree
Maintenance Budget, and $38,304 to the Median Maintenance Budget as “General Benefit”
assessments, as further described in the Engineer’s Report.
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 1998-99, the same as for Fiscal Years 1996-97 and
1997-98.
ASSESSMENT SUMMARY FOR THE AVERAGE
SINGLE FAMILY PARCEL
BENEFIT ZONE
Street Light
Maintenance
Street Tree
Maintenance
Median Maintenance
TOTAL
‘Assessment rate represents a sing
Average Assessment Average
FY 1996-97 and FY Assessment FY
1997-98 1998-99
Change in Average
Assessments
$26.00 *$26.00 -O-
$ 36.10 $36.10 -O-
$ 8.34 $ 8.34 -O-
$70.44 $70.44 -O-
! family residence within a code with largest number of single family resident parcels.
EXHIBITS:
1. Order of Procedure
2. Resolution No.qII - 197 ordering the preparation of an Engineer’s Report
3. Engineer’s Report
4. Resolution No.%‘/78 approving the Engineer’s Report
5. Resolution No.%-)79 setting a public hearing for July 14, 1998.
EXHIBIT 1
ORDER OF PROCEDURE
CITY OF CARLSBAD
STREET LIGHTING AND LANDSCAPING DISTRICT NO. 1
Date of Meeting: June 9,1998
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 14,1998.
.
1
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
EXHIBIT 2
RESOLUTION NO. 98-177
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CARLSBAD, CALIFORNIA, INITIATING PROCEEDINGS
FOR THE ANNUAL LEVY 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 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. 1 (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 XIIID 9 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 proposed new
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
-
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.
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;
B. 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 and/or 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.
l/Ill
I////
IllI/
lllll
/IIll
lllll
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
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, 1998 and ending June 30, 1999.
PASSED, APPROVED AND ADOPTED at a regular meeting of the Carlsbad City
Council held on the 9th day of June , 1998 by the following vote, to wit:
AYES: Council Members Lewis, Finnila, Nygaard, Kulchin and Hall
NOES: None
ABSENT: None
ATTEST:
(SEAL)
h
EXHIBIT 3
CITY OF CARLSBAD
STREET LIGHTING AND LANDSCAPING DISTRICT NO. 1
ANNUAL ENGINEER’S REPORT
FISCAL YEAR 1998-99
JUNE 9,1998
ENGINEER’S REPORT
AGENCY: CITY OF CARLSBAD
PROJECT: STREET LIGHTING AND LANDSCAPING DISTRICT NO. 1
ENGINEER’S REPORT PURSUANT TO “LANDSCAPING 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 filing 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, 1998 to June 30, 1999 (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 III.
PLANS AND SPECIFICATIONS for the maintenance and/or 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 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.
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.
Executed this 2 1 -“/day of /n -+ , 1998 at (%I., c/k
Assistant City Engineer
Engineer’s Report - 1998
RCE 33081
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 625 street lights to be included in the City’s Fiscal Year 1998-99
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 1998-99 is 8.0 acres due to
the addition of median improvements to portions of Melrose Drive, Aviara Parkway, Poinsettia
Lane, Cannon Road, Olivenhain Road and La Costa Avenue.
The Street Lighting Zone, the Street Tree Trimming Zone and the Street Median Maintenance
Zone assessments will not increase in Fiscal Year 1998-99, and will remain at the same base
formula rates as assessed in Fiscal Years 1996-97 and 1997-98. 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 two fiscal years.
Engineer’s Report - 1998
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 et.seq., the
Landscaping and Lighting Act of 1972.
PART I. 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 II. 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 Repon 1998
II
Lighting and Landscaping District No. 1
FY1998-1999
m Street Light Maintenance Benefit Zones ’
m Street Light Non-Benefiting Parcels *
+
’
8
Kngineer’s Report- 1998 6
@ 1998 City of Carlsbad GIS /cargisZlproducts/um/r39.97/lightll.aml
ATTACHMENT “A”
05114198
I
Engineer’s Report - 1998 7
NO SCI\LE
Enginecr'sRqmi- 1998 8
-
-
Engineer'~Report-,~~ 9
Engineer’s Report _ 1998 10
16
4
NO SCALE
Bab
hi?/
Cadanhlna I A I - , LaCOShVlCW - - cx.?dmlm r
%.
SCZdVkW kCabGdfVhV Condanh~ Tarxl?~~ I
P
7’.-
I
b-
es
,' : /$,, WY '55'
\ - - \ '5 s, %, /
Engineer’s Report - 1998 11
545’
Palma q
185’ 196’
NO SCNE
Engineer’s Report - 1998 12
4
NO SCALE
F
Engineer’s Report - 1998 13
4
NO SCALE
Engineer’s Report - 1998 14 20
METHOD AND FORMULA FOR ASSESSMENT SPREAD
FOR STREET LIGHTING
Within the City wide Street Lighting Assessment boundaries are the following two zones:
Zone 1 - 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 Al *
CODE Bl*
CODE Cl*
CODE Dl*
Street lights at intersections only (residential)
Street lights at intersections and mid-block (residential)
Street light spacing at current City engineering standards (residential)
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 - 1998 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 Al,
Bl, Cl 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 - 1998 16
PART Ill. ESTIMATE OF COSTS AND ASSESSMENT SCHEDULE
July 1, 1998 through June 30, 1999
STREET LIGHTING
COST OF MAINTENANCE SERVICE
2. Personnel (1)
3. Maintenance & Operations
4. Capital Improvements
Subtotal
Less General Benefit @ 8.98% (1)
Plus Tax Roll Reserve
BALANCE TO ASSESSMENT
208,035.OO
419,380.OO
4,ooo.oo
$631,415.00
56,678.OO
7.413.85
$582,150.85
Notes:
(1) See Table “B”. The cost estimate for Personnel and Maintenance & Operations
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 ‘l8-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 Repi - 1998 17
citizens and SDG&E for the maintenance of City 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 traffic signal systems, coordinate with
Planning, Engineering and Engineer’s of Work to ensure that departmental needs are met. The
tax roll reserve 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 - 1998 18
TABLE “A”
COST ESTIMATE FOR GENERAL BENEFIT
STREET LIGHT SUMMARY PER SDG&E:
Lamp Size Number Monthly Monthly
{Watts) of Liahts Rate Amount
Low wattaae liahts for collector streets:
70 1,447 2.32 $ 3,357.04
100 2,198 3.24 7,121.52
150 99 4.44 439.56
Subtotal-l 3,744
Hiah wattaae liahts for arterial streets:
200 909 5.66 $5,144.94
250 507 7.20 3,650.40
400 7 10.95 76.65
Subtotal-2 1.423
Total 5,167
Annual Difference between Subtotal-l and Subtotal-2
Annual Avg. Annual
Amount Cost per Liaht
$40,284.48
85,458.24
5.274.72
$131,017.44 $34.99
$61,739.28
43,804.80
919.80
$ 106.463.88 $74.82
$237,481.32
General Benefit = Annual Difference times 1,423 high wattage lights
Total Budget for Street Lights
Percent of General Benefit Contribution
$ 39.83
$ 56,678.OO
$631,415.00
8.98%
Engineer’s Repi - 1998 19
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”
COST ESTIMATE REDUCTIONS FOR FY 1998-99
FOR SERVICE TO OTHER DEPARTMENTS
STREET LIGHTS (Account #I 625057) 1998-99 Budget Less Service to Net to
Amount Other Depts. Assessment
1. Personnel 220,785 12,750 208,035
2. Maintenance & Operations 432,130 12,750 419,380
3. Capital 4,000 0 4,000
Total $656,915 $25,500 $631,415
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 1998-99 in each
code is calculated as follows: ’
ASSESSMENT SPREAD
Street Lighting
Code
A-l
B-l
C-l
D-l
H-l
E-2
F-2
G-2
Total
Assessment Benefit Units
$39,366,94 2,653 Units
20,403.88 852 Units
308,802.04 11,877 Units
19,375.20 2,808 Units
3,398.20 16,991 Units
43,696.28 117,222.06 Feet
107,636.51 185,306.06 Feet
39.471.80 14,671 Feet
$582,150.85
Cost Per
Unit
$14.838650
23.948216
26.000004
6.900000
0.200000
0.372765
0.580858
2.690464
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 Rqmt - 1998 20
PART I. 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 ‘72”. A detailed diagram is maintained
in the office of the Assessment District Administrator, 405 Oak Avenue, Carlsbad, CA.
Engineer’s Report - 1998 21
27
r
Lighting and Landscaping District No. 1
FY1998-1999
Street Tree Benefit Zone
N
w
+I+
I
6
Engineer’s Report 1998
1998 City of Cnrlsbad GIS
22 ATTACHMENT “B” /cargis2/products/um/r39.97/treell.aml Q5lQll98
2
__ j,~,~T/~~-*-i.~^,
fix I
r?>:,” ;:.,‘,: -I:.G:. j $$: /
-* ^ .t - I .- - ,Fyze..: z:,;,,,~ ;. ,k~;l,i J I
I L> \ : ::.& :_, ~ ‘:
I 1 .* ^ “i, )‘,
,\ ~1 ,>J$ ;; ;r, i : ,, :i .I I\ L : ‘,,<\,; ~_ j. .:: -Q., ,_
; .‘, . . \, , I f I
--Fi
\ 9,
‘. I \ i......i: <‘, .*
::,- .I * (,..’ y,>,‘,:A.,.‘l;:‘, ,:‘:: ~i,~~~ ;,& .,., :;z;>; ,... $x>; ,,;’ I
+; \+: *;,;,g;;
\\ ., ‘;$
‘- -&x ;,‘: I
:i’;: ;;;g T,‘-. : ‘:T;i;. ,.“; yi;:, ,, ,?:-I .: I
6
:(;;* Y.‘. i., ;:;, I !>, ,,:>:I y;: \;,)e.~,,,:,,,:~~;~~ ‘j #I,
:/ :
-;p ‘. I
4 , ’ ., ,& ~ ‘\$!A;, >:’ ” ,‘\- , _I ,,
~~~&;.::,:: : ,:.. cl. i.: ,,A;[:;
!,:, , .~~;,,~$p;;~~‘~;: 1. ;..~;&~g
+x$
I
I /-* I / 1
y$gpg;: >I..;:: I
L--r ; ‘- w ,,-2 L
T’:y& ‘, %,.I ,; ‘, ,,,:< :‘ ,i$. I I, ,-- \a ‘:.,-, -,y. I ,# > : * I y”,‘:, “’ ;’
\
,i ,$ \<’ : “’ * ;/,? ,_/’ i i
:,;. k I ; ; I d I ...\< \I, ” ,d” -- i,,. ,, ., . . ,’ /
,,*~?:y& I
I t.,
I ,:
,\~Z +Av:$ I
I: ;/ .I’ “’ I :‘< I I“: .. ,_
:,~ /
_>l ,: @If@ sir. *’
!?;;&& /”
‘.;q
,.,:$;.. $8 x$ , ,,, so *< :
.‘i- j-j I
’ <,. ----mm. , I’~, .I,
‘-.’
:& v@%
9 gg+*.,
. . . .,’ \ J
6,: $%?J “0,
.. R\ >
~&g&&g?~r&~c :
,~~ ~yd+&lq&A’~*, ‘~~: (,
Ty / I I
!
3.:. ‘.,I NYC;;-
,.,~ ,”
/
‘$ ; ‘, ji. : :‘,, 3” ” 2,. I
r“, : /‘x ‘+% I I* ,/. ! ,/A -- 4 I ‘~ , ,,,c,sc;
ai;3.;;;.,;J;,I;. 1.1 .“. i:i-
I .‘A / _ ‘.( ,:>. q
,_ -iry4 -1 :
\
’ ,.“.( : 8, ~& I;:, : ; ” .:y2~qi
4@+
; ;;;;.. ~’ t,<;
;,-+.#: > ,+: II
h;-.. ;,:j;y&~& h
.‘, t,+i ‘9
‘_ ‘A.$1 _,. j 1 ;f* 73%. / ’ a@
.s :’ ;,;,“+
‘$-$q&.& i,;: ;,c> : :; : .:,.~,~~~~~~~~,~~~~~~ ,s-:- ,”
‘, ;::,>, ’
A
I \ :. ,_..’
1 I. , 5 i ,I : “” ” - - ,;,j ;ylL?;
1
r’s ‘.-<-:
.:<*:c
‘L,/,+,:,:‘$;,;,
.d ^ ;- :,,
I \
,, J:.
; ~ ,,,, / j
- 1;. ;:j;;;;
,’ .,I
:
mm $\ -I -I
‘I
I I
I
I I
I
I --
I Lighting and Landscaping District No. 1
1 FY 1998 - 1999 I
I/\\/I Median Landscaping Benefit Zone
m Existing Median Locations N
m F uture Median Locations W E
m Median Maintained by Others 4+ 9
Engineer’s Report - 1998 23 ATTACHMENT “C”
@ 1998 City of Carl&ad GIS /cargisZ/products/um/r39.97/medianll.amI Q5/Q1/98
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.
E&m’s Report - 1998 24
30
CITY OF CARLSBAD
LANDSCAPE MAINTENANCE BENEFIT UNITS/LAND USE CODES
BEN. L.U. BEN. L.U.
UNITS CODE LAND USE DESCR UNITS CODE LAND USE DESCR
Form.
.l/DU 07 Timeshare
.l/DU 09 Mobile home
1.0 10 Vacant residential
1 .o 11 Single family residence
.!YDU 12 Duplex or double
.l/DU 13 Res. 2-4 units/2 houses
.l/DU 14 Res. 5-I 5 units
.l/DU 15 Res. 16-60 units
.l/DU 16 Res. 61 units and up
.l/DU 17 Condominium
.l/DU 18 co-op
.l/DU 19 Misc. residential
Form. 20 Vacant commercial
Form. 21 1-3 story misc. store bldgs.
Form. 22 4 story & up office/store
Form. 23 Regional shopping ctr.
Form. 24 Community shopping ctr.
Form. 25 Neighborhood Shopping ctr.
Form. 26 Hotel, motel
Form. 27 Service station
Form. 28 Med., dental, animal hospital
Form. 29 Con. Hospital, rest home
Form. 30 Office condominiums
Form. 31 Parking lot, garage, used cars
Form. 32 Trailer park
Form. 33 Theater
Form. 34 Bowling alley
Form. 35 Restaurant
Form. 36 Car wash
Form. 37 Large chain grocery/drug
Form. 38 Auto sales/service agency
Form. 39 Misc. comm., radio stn., bank
Form. 40 Vacant industrial
Form. 41 Factory - light manufacturer
Form. 42 Factory - hvy. Manufacturer
Form. 43 Warehouse - proc. or stor.
Form. 44 Bulk storage (tanks, etc.)
Form. 45 Extractive & mining
Form. 46 Small automotive garage
Form. 47 Industrial condos
Form. 49 Spec./misc. industrial
00 Unzoned 1.0
1.0
1.0
1.0
1.0
1 .o
1 .o
1 .o
1 .o
1 .o
50 Vacant irrigated
51 Citrus -
52 Avocados
53 Vines
54 Misc. trees
55 Livestock
56 Poultry
57 Misc. irrigated crops
58 Growing houses
59 Special/misc. irrigated
1 .o 61 Non-irrigated l-l 0 AC
1 .o 62 Non-irrigated 1 I-40 AC
1 .o 63 Non-irrigated 41-I 60 AC
1 .o 64 Non-irrigated 161-360 AC
1 .o 65 Non-irrigated 361 & up AC
0.0 70 Vacant institutional
0.0 71 Church
0.0 72 Church parking/related
0.0 73 Cemetery
0.0 74 Mausoleum
0.0 75 Mortuary
Form. 77 Hospital
Form. 79 Spec./misc. institutional
Form. 80 Vacant recreational
Form. 81 Meeting hall, gym
Form. 82 Golf course
Form. 83 Marina, dock
Form. 84 Recreational camps
0.0 85 Non-tax recreational
0.0 86 Open space easements
0.0 87 Agr. Preserve (no contract)
0.0 88 Agr. Preserve (contract)
Form. 89 Spec./misc. recreational
0.0 90 Vacant tax. govt. property
Formula: If Acres c .20, then BU = 1 .O, else BU = 5.9 x AC (i.e. AC/O.1 7)
Engineer'sReport- 1998 24 A
PART Ill. ESTIMATE OF COSTS AND ASSESSMENT SCHEDULE
July 1, 1998 through June 30, 1999
STREET TREES
COST OF MAINTENANCE
1. Personnel (1) $281,720.00 2. Maintenance and Operations (1) 217.712.00
Subtotal $499,432.00
Less General Benefit @ 8.98% (2)
Plus Tax Roll Reserve 44,849.OO 2.602.00
BALANCE TO ASSESSMENT $457,185.00
Notes:
(1) See Table “C”. The cost estimate for Personnel and Maintenance & Operations has been
reduced by $70,000 for service to other City departments.
(2) See Table “A” of the street lighting portion of this report for calculation of % of General
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 1998-99
FOR SERVICE TO OTHER DEPARTMENTS
A. STREET TREES (Account # 1605023)
1. Personnel 2. Maintenance and Operations
Total
1998-99 Budget Service to Net to
Amount Other Depts. Assess
$316,720 $35,000 $281,720 252,712 35.000 217.712
$569,432 $70,000 $499,432
Engineer’s Report - 1998 25
32
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 Fiscal Year 1998-99 in the Street
Tree benefit zone is calculated as follows:
Balance to Assessment
Total Benefit Units
= $457.185.00
12,664.40
= $36.10 per unit.
This unit assessment is applied to 13,233 parcels in the Street Tree Zone. For the specific
assessment on each parcel, reference is made to the Assessment Roll on file at the office of
the Assessment District Administrator, 405 Oak Avenue, Carlsbad, CA, which is incorporated
herein by this reference as though set forth in full.
Engineer’s Rqmi - 1998 26
33
PART Ill. ESTIMATE OF COSTS AND ASSESSMENT SCHEDULE
July 1, 1998 through June 30, 1999
STREET MEDIANS
COST OF MAINTENANCE SERVICE
1. Personnel !$ 171,370.00 2. Maintenance and Operations 255.175.00
Subtotal
Less General Benefit @ 8.98% (1)
Less Fund Balance Surplus(2)
BALANCE TO ASSESSMENT
$426,545.00
38,304.OO
2,862.OO
$385,379.00
Notes:
(1) See Table “A”, as shown in the street lighting portion of this report for calculation of
% of General Benefit
(2) The remaining fund balance is adequate to cover the Tax Roll Reserve amount.
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
repair/adjustment, 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 1998-99 in the Street Median benefit zone is calculated as follows:
Balance to Assessment
Total Benefit Units
= $385.379.00
46,208
= $8.34 per unit.
This unit assessment is applied to 37,023 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 - 1998 27
1 RESOLUTION NO. 98-178
EXHIBIT 4
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
7 the Landscaping and Lighting Act of 1972, being Division 15, Part 2 of the Streets and
8 Highways Code of the State of California, did by previous resolution initiate proceedings and
9 ordered the preparation of an Engineer’s Report for the annual levy of assessments within a
10 special maintenance district, said special maintenance district known and designated as Street
11 Lighting and Landscaping District No. 1 (hereinafter referred to as the Maintenance District);
l2 11 and, I
13 WHEREAS, there has now been presented to this City Council the Report as required
14
II by said Division 15 of the Streets and Highways Code and as previously directed by resolution;
15 II and,
16
17
18
19
20
21
22
23
24
25
26
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.
B. Estimate of cost, including the amount of the annual installment for the forthcoming
27
28
fiscal year.
C. Diagram of the Maintenance District.
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
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 9th day of June , 1998 by the following vote, to wit:
AYES: Council Members Lewis, Finnila, Nygaard, Kulchin and Hall
NOES: None
ABSENT: None
ATTEST:
ALETHA L. fUWTENtbANZ,City Cl&k
(SEAL)
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
EXHIBIT 5
RESOLUTION NO. 98-179
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD,
CALIFORNIA, DECLARING ITS INTENTION TO PROVIDE FOR AN
ANNUAL LEVY AND COLLECTION OF ASSESSMENTS IN A SPECIAL
MAINTENANCE DISTRICT, AND SElTlNG 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. 1 (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 XIIID 5 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.
lilfi
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
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 particulars,
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 maintained, the
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
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 Years 1996-97 and 1997-98.
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 14, 1998, at 6:00 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 abandoned. A majority protest exists if, upon the conclusion of the
hearing, written protests filed and not withdrawn, represent property owners owning more than
50% of the assessable area of land within the proposed district.
l//l/
1
2
3
4
5
6
7
a
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
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 (10) 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
ADMlNtSTRATlVE COORDINATOR - SPECIAL DISTRICTS
COMMUNITY SERVICES DEPARTMENT
CITY OF CARLSBAD TELEPHONE: 760/434-2941
Owners of property within the Maintenance District may mail written protests to the following
address:
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 9th day of June , 1998, by the following “0% wit:
AYES: Council Members Lewis, Finnila,
NOES: None
ABSENT: None
ATTEST:
ALETHA L. RAUTENKRANZ, City Clerk
(SEAL)