HomeMy WebLinkAbout1999-06-22; City Council; 15267; Street Lighting And Landscape District No 14 I Cl=’ OF CARLSBAD - AGENP BILL 64 OAk I \
4B#,xi! TITLE: STREET LIGHTING AND LANDSCAPING DEPT. D?-
MT& 6/22/99 DISTRICT NO. 1: PROCEEDINGS riff@+ CITY All-Y ’
3EPT. f’w SCHEDULE FOR FISCAL YEAR 1999-00 CITY MGR. x
RECOMMENDED ACTION:
1. Adopt Resolution No. 99-122 initiating proceedings and ordering the preparation of an
Engineer’s Report for a Special Maintenance District.
2. Adopt Resolution No. 99 -a%3 approving the Engineer’s Report.
3. Adopt Resolution No. 99 -a%y setting a public hearing for July 13, 1999.
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 1999-
2000 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 8 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 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 during fiscal year 1997-98, it was determined only one change in the annual
processing of the district was applicable and would be enacted. That one change was the
Council’s adoption of 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 was also included as part of the processing for Fiscal
Year 1998-1999 and will be included and detailed in the attached Engineer’s Report which staff
is requesting Council approve this evening, for Fiscal Year 1999-2000.
,
PAGE2OFAB# IS,967
FISCAL YEAR 1999-2000 ASSESSMENT DISTRICT PROCESSING:
Since there will be no increase to existing parcel assessments in Fiscal Year 1999-2000, and all
new assessments will be calculated at the same base formulas as Fiscal Years 1996-97, 1997-
98 and 1998-99, only one public hearing is required for this year’s processing of the District. At
the public hearing (July 13, 1999) 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 1999-2000 Street Lighting and Landscaping District No. 1 total budget for the
three zones is projected to be $1,714,608.00.
The City’s General Fund will contribute $53,500 to the Street Lighting Zone for the personnel,
maintenance and operations services to other departments and City facilities. In addition, the
City’s General Fund will contribute $70,000 to the Street Tree 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 program.
The City’s General Fund will also contribute $60548.79 to the Street Lighting Budget,
$43,995.55 to the Street Tree Budget and $40,723.82 to the Street Median Budget as “General
Benefit” assessments, as further described in the Engineer’s Report.
As shown in the following table, a single-family residential parcel which benefits from the street
lighting, street tree maintenance and median maintenance programs would have an anticipated
assessment of $70.48 for Fiscal Year 1999-2000, the same as for Fiscal Years 1996-97, 1997-
98 and 1998-99.
ASSESSMENT SUMMARY FOR THE AVERAGE
SINGLE FAMILY PARCEL
BENEFIT ZONE Average Assessment
Fiscal Years 1996-97
1997-98 & 1998-99
Street Light
Maintenance
$26.00
Street Tree
Maintenance
$36.10
‘Assessment rate represents a single family residence within a cod ! with largest number of single family resident parcels.
Average Assessments
Fiscal Year
1999-2000
Change in Average
Assessments
*$26.00 -O-
$36.10 -O-
$ 8.34 -O-
EXHIBITS:
1. Order of Procedure
2. Resolution No. 99-a2& ordering the preparation of an Engineer’s Report
3. Engineer’s Report
4. Resolution No. ci4@$u approving the Engineer’s Report 5. Resolution No~Q%UV setting a public hearing for July 13, 1999.
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EXHIBIT 1
ORDER OF PROCEDURE
CITY OF CARLSBAD
STREET LIGHTING AND LANDSCAPING DISTRICT NO. 1
Date of Meeting:
City Council:
Date of Public Hearing:
June 22,1999
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.
July 13,1999.
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RESOLUTION NO. w-222
RESOLUTION OF THE CITY COUNCIL OF THE CIN 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
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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.
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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, 1999 and ending June 30, 2000.
PASSED, APPROVED AND ADOPTED at a regular meeting of the Carlsbad City
Council held on the 22 day of June , 1999 by the following vote, to wit:
AYES: Council Members Lewis, Nygaard, Finnila, Hall & Kulchin
NOES: None
ABSENT: None
ATTEST:
AfziZfHA L.%kVtEN NZ, City Clerk
KAREN R. KUNDTZ, Assistant City Clerk (SEAL)
EXHIBIT 3
CITY OF CARLSBAD
STREET LIGHTING AND LANDSCAPING DISTRICT NO. 1
ANNUAL ENGINEER’S REPORT
FISCAL YEAR 1999-00
JUNE 22,1999
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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, 1999 to June 30, 2000 (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 Ill.
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 maps.
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 _ ,999 1
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 10 ’ day of SW , 1999 at c;G, 04 G,/A&~
Deputy City Engineer
RCE 33081
Engineer’s Report _ 1999 2
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 426 street lights to be included in the City’s Fiscal Year 1999-00
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 adjacent to sidewalks.
The additional street median area to be maintained in Fiscal Year 1999-00 is 6.5 acres due to
the inclusion of median improvements to portions of Palomar Airport Rd., El Camino Real,
Cannon Rd., Melrose Ave. and Alga Rd.
The Street Lighting Zone, the Street Tree Trimming Zone and the Street Median Maintenance
Zone assessments will not increase in Fiscal Year 1999-00, and will remain at the same base
formula rates as assessed in Fiscal Years 1996-97, 1997-98 and 1998-99. 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 three fiscal years.
Engineer’s Repal - 1999 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 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 Report - 1999
Engineer’s Report - 1999 6 ATTACHMENT “A”
Lighting and Landscaping District No. 1
FY 1999 - 2000
m Street Light Maintenance Benefit Zones ’
1 1 Street Light Non-Benefiting Parcels w E
Al cl”rl klhHf5 AT K5tcTlc7A!5 n
Engineer’s Report - 1~9
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Engineer’s Report - 1999
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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-benefiting, 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 GZ** 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 - 1999 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 - 1999 16
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PART Ill. ESTIMATE OF COSTS AND ASSESSMENT SCHEDULE
July 1, 1999 through June 30.2000
STREET LIGHTING
COST OF MAINTENANCE SERVICE
2. Personnel (1)
3. Maintenance & Operations (1)
4. Capital Improvements
Subtotal
Less General Benefit @ 9.13% 60,548.79 Plus Tax Roll Reserve 1.714.10
BALANCE TO ASSESSMENT
$ 199,050.00
464,135.OO
o.00
$663,185.00
$ 604,350.31
Notes:
(1) See Table “B”. The cost estimate for Personnel and Maintenance & Operations
has been reduced by $53,500 for service to other City departments and City facilities.
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. 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 citizens and City staff for the
Engineer’s Rqmi - 1999 17
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 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 - 1999 18
a4
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 1,446 2.32 $ 3,354.72 100 2,511 3.24 8,135.64
150 99 4.44 439.56
Subtotal-l 4,056
Hiah wattase liahts for arterial streets:
200 1003 5.66 $5,676.98 250 531 7.20 3,823.20
400 7 10.95 76.65
Subtotal-2 1541
Total 5,597
Annual Difference between Subtotal-l and Subtotal-2
Annual Avg. Annual
Amount Cost per Liuht
$40,256.64
97,627.68
5.274.72
$143,159.04 $35.30
$68,123.76 45,878.40
919.80
$ 114.921.96 $74.58
$258,081 .OO
$ 39.28
General Benefit = Annual Difference times 1,541 high wattage lights $ 60,530.48
Total Budget for Street Lights $663,185.00
Percent of General Benefit Contribution 9.13%
Engineer’s Report - 1999 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 “8”
COST ESTIMATE REDUCTIONS FOR FY 1999-00
FOR SERVICE TO OTHER DEPARTMENTS
STREET LIGHTS (Account #I 6250571 1999-00 Budget Less Service to Net to
Amount Other Depts & Assessment
Citv Facilities
1. Personnel 225,800 26,750 199,050
2. Maintenance & Operations 490,885 26,750 464,135
3. Capital 0 0 0
Total $716,685 $53,500 $ 663,185
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 1999-00 in each
code is calculated as follows:
ASSESSMENT SPREAD
Street Lighting
Code Assessment Benefit Units
A-l $39,337.26 2,651 Units
B-l 20,403.88 852 Units
C-l 325,676.05 12,526 Units
D-l 19,347.60 2804 Units
H-l 3,580.20 17,901 Units
E-2 44,672.30 119,840.38 Feet
F-2 111,861.23 192,579.30 Feet
G-2 39.471.80 14,671 Feet
Total $604,350.31
Cost Per
ytlJt
$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.
Engincer'sReport- 1999 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 “C”. A detailed diagram is maintained
in the office of the Assessment District Administrator, 405 Oak Avenue, Carlsbad, CA.
Engineer’s Rqmt - 1999 21
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Lighting and Landscaping District No. 1
FY 1999 - 2000
m] Street Tree Benefit Zone
En&&r’s R&d - I999 22 ATTACHMENT “B” - -
Lighting and Landscaping District No. 1
FY 1999 - 2000
m M d’a L d e I n an scaping Benefit Zone
kIS!lE xisting Median Locations N
m Future Median Locations w E
m Median Maintained by Others +I+ 1 .5
I1 Enginea’s Report - 1999 23 ATTACHMENT “C”
06/08/99
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 - 1999 24
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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. 00 Unzoned
.l/DU 07 Timeshare
.l/DU 09 Mobile home
1 .o IO Vacant residential
1 .o 11 Single family residence
.5/DU 12 Duplex or double
.l/DU 13 Res. 2-4 units/2 houses
.l/DU 14 Res. 5-l 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 81 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
1.0 50 Vacant irrigated
1 .o 51 Citrus
1.0 52 Avocados
1.0 53 Vines
1 .o 54 Misc. trees
1 .o 55 Livestock
1 .o 56 Poultry
1 .o 57 Misc. irrigated crops
1 .o 58 Growing houses
1 .o 59 Special/misc. irrigated
1 .o 61 Non-irrigated 1-l 0 AC
1 .o 62 Non-irrigated 1 I-40 AC
1.0 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
Formu/a: /fAcres < .20, then BU = 1 .O, else BU = 5.9 x AC (i.e. A(Y0.17)
Engineer’s Report - 1999 24 A
PART Ill. ESTIMATE OF COSTS AND ASSESSMENT SCHEDULE
July 1, 1999 through June 30,200O
STREET TREES
COST OF MAINTENANCE
1. Personnel (1)
2. Maintenance and Operations (1)
Subtotal
Less General Benefit @ 9.13% (2)
Plus Tax Roll Reserve
BALANCE TO ASSESSMENT
Notes:
$254,560.00
227.319.00
$481,879.00
43,995.55
16.868.25
$454,751.70
(1) See Table “C”. The cost estimates for Personnel and Maintenance & Operations have 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
21,000), 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 1999-00
FOR SERVICE TO OTHER DEPARTMENTS
A. STREET TREES (Account # 1605023)
1. Personnel 2. Maintenance and Operations
Total
Engineer’s Report - 1999 25
1998-99 Budget Service to Net to
Amount Other Depts. Assess
$289,560 $35,000 $254,560
262,319 35,000 227,319
$551,879 $70,000 $481,879
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 1999-00 in the Street
Tree benefit zone is calculated as follows:
Balance to Assessment
Total Benefit Units
= $454.751.70
12,597.oo
= $36.10 per unit.
This unit assessment is applied to 13,166 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 - 1999 26
PART Ill. ESTIMATE OF COSTS AND ASSESSMENT SCHEDULE
July 1, 1999 through June 30,200O
STREET MEDIANS
COST OF MAINTENANCE SERVICE
1. Personnel $ 175,520.OO
2. Maintenance and Operations 270,524.OO
Subtotal
Less General Benefit @ 9.13% (1) 40,723.82
Plus Tax Roll Reserve 1.146.40
BALANCE TO ASSESSMENT
$446,044.00
$406,466.58
Notes:
(1) 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
repair/adjustment, and parking lot sweeping. A contractual median maintenance program
provides for contracting, administering and overseeing median maintenance for approximately
42.5 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 1999-00 in the Street
Median benefit zone is calculated as follows:
Balance to Assessment
Total Benefit Units
= $406.466.58
48,737
= $8.34 per unit.
This unit assessment is applied to 41,465 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 - 1999 27
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RESOLUTION NO. 99-223
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.
B. Estimate of cost, including the amount of the annual installment for the forthcoming
fiscal year.
C. Diagram of the Maintenance District.
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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 22 day of June , 1999 by the following vote, to wit:
AYES: Council Members Lewis, Nygaard, Finnila, Hall & Kulchin
NOES: None
ABSENT: None
ATTEST:
ALWHA L. MWfEN
KAREN R. KUNDTZ, Assistant City Clerk
RESOLUTION NO. w-224
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 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. 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 (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
I 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
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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, 1997-98 and 1998-99.
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 13, 1999, 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.
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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 Norfh 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
ADMINISTRATIVE COORDINATOR - SPECIAL DISTRICTS
PUBLIC WORKS
CITY OF CARLSBAD
TELEPHONE: 7601434-2941
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 22 day of June , 1999, by the following vote, to wit:
AYES: Council Members Lewis, Nygaard, Finnila, Hall & Kulchin
NOES: None
ABSENT: None
All-EST:
/ ALHA L.@&f%Nt$@iNZ, City Clerk
(SEAL) u
KAREN R. KUNDTZ, Assistant City Clerk