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HomeMy WebLinkAbout2001-06-19; City Council; 16231; Street Lighting & Landscape District No. 1CITY OF CARLSBAD -AGENDA BILL AB# IL, 23/ TITLE: STREET LIGHTING AND LANDSCAPE MTG. 6/19/01 DISTRICT NO. 1: INITIATING PROCEEDINGS FOR DEPT. I FISCAL YEAR 2001-2002 ENG I RECOMMENDED ACTION: Adopt Resolution No. AId- /74 * I’ t’ rnr la rng proceedings and ordering the preparation of an Engineer’s Report for a Special Maintenance District. Adopt Resolution No. G?oo/ -/ 73 approving the Engineer’s Report. Adopt Resolution No. /;z 66 ( d f ? setting a public hearing for July 17,200l. 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 and Landscaping District No. 1 for Fiscal Year 2001-2002 in compliance with the procedures of the California Streets and Highways Code. I BACKGROUND: In 1983, the City of Carlsbad Street Lighting and Landscaping District was formed as a citywide district according to the provisions of the California Streets and Highways Code, known as the Landscaping and 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 Maintenance Zone is identified as a citywide 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 citywide 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 citywide zone and includes plant and tree maintenance care and structural replacement of the medians when necessary. I IMPACT OF PROPOSITION 218 In 1996 the voters approved Proposition 218 which added Articles XIIIC and XIIID to California’s constitution dictating further procedures to be implemented in the processing of the District. This led to the Council’s adoption of a “General Benefit” contribution to each of the three zones within the District: The Street Lighting Maintenance Zone, the Street Tree Maintenance Zone and the Street Median Maintenance Zone. The “General Benefit” contributions from the City’s General Fund have been included in the District processing for the past four fiscal years and will be included and detailed in the attached Engineer’s Report which staff is requesting Council approve for Fiscal Year 2001-2002. Page 2 of Agenda Bill No. / 6 ! 23/ FISCAL YEAR 2001-2002 ASSESSMENT DISTRICT PROCESSING: The Street Lighting Maintenance Assessment Zone’s budget has been increased by $150,000 to accommodate the energy rate increase that is predicted following the summer of 2001. Reserve monies are available in the fund balance to meet the projected energy costs so that no increases in the assessments are required. For the first time since 1984, a new subdivision was conditioned to plant street trees in the public right-of-way during FY 00-01. Since the trees are to be maintained by City forces, the subdivision lots will be annexed to the Street Tree Maintenance Assessment Zone commencing in FY 01-02. The Administrative Coordinator will present a comprehensive report on the maintenance and operations procedures of the District, as introduced in the attached Engineer’s Report at the public hearing scheduled for July 17, 2001. FISCAL IMPACT: The Fiscal Year 2001-2002 Street Lighting and Landscaping District No. 1 total budget for the three zones is projected to be $2,199,141. Other special fund budgets will contribute $10,500 to the Street Lighting Maintenance Zone for the personnel and operations services. The City’s General Fund will contribute $28,000 to the Street Lighting Zone to cover the operations and maintenance costs for the City street lights adjacent to City properties as City owned parcels are non-assessable on the County tax rolls. In addition, the City’s General Fund will contribute $82,000 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 program. The City’s General Fund will also contribute $64,957.36 to the Street Lighting Maintenance Budget, $36,034.37 to the Street Tree Maintenance Budget and $32,506.45 to the Street Median Maintenance Budget as “General Benefit” assessments, as further described in the Engineer’s Report. The actual total to be collected from assessments is $1,548,096. A further breakdown of the three zones follows: As shown in the above chart, the total budget for each zone is in excess of the total assessment collection. This is due to a provision of the previously referenced Proposition 218 that assessments cannot be increased without mailed ballots being sent to each property owner assessed through the County Tax Collector. Although all three zones have maintained sufficient surplus in their fund balances to cover the shortfalls for the past five fiscal years, the Street Median Zone is expected to reach a deficit in the next fiscal year as current projections show the fund balance will be depleted. The additional two zones can expect a shortfall in future years if approved budgets continue to exceed assessment collections. 3 Page 3 of Agenda Bill No. / 6,, 23/ Finance and Public Works staff will be returning to Council prior to next year’s assessment processing to present a full report to Council containing recommendations for alleviating the deficit problem. As shown in the following table, a single-family residential parcel which benefits from the street lighting maintenance, street tree maintenance and median maintenance programs would have an anticipated assessment of $70.44 for Fiscal Year 2001-2002, the same as for the previous five fiscal years. ASSESSMENT SUMMARY FOR THE AVERAGE EXHIBITS: 1. is 4: 5. Order of Procedure. Resolution No. 20 6 / - ! 72 ordering the preparation of an Engineer’s Report. Engineer’s Report. Resolution No. 2 m/ - 17 3 approving the Engineer’s Report. Resolution No.,G?o 01 - f71/ setting a public hearing for July 17,200l. 3 EXHIBIT 1 ORDER OF PROCEDURE CITY OF CARLSBAD STREET LIGHTING AND LANDSCAPING DISTRICT NO. 1 Date of Meeting: June 19,200l 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 17, 2001 RESOLUTION NO. 2001-172 A 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 ENGINEERS REPORT FOR A SPECIAL MAINTENANCE DISTRICT. WHEREAS, the City Council of the City of Carlsbad, California has previously formed a 6 special maintenance district pursuant to the terms of the Landscaping and Lighting Act of 1972, 7 (Division 15, Part 2 of the State Streets and Highways Code), said special maintenance district * known and designated as Street Lighting and Landscaping District No. 1 (hereinafter referred to 9 as the “Maintenance District”); and 10 WHEREAS, the Maintenance District is an existing assessment district in which 11 assessments are not proposed to be increased, and is exempt from the procedures and 12 requirements of all assessments under California Constitution Act XIIID 5 5 (a). 13 WHEREAS, the City Council wishes to take proceedings to provide for the annual levy of 14 assessments for the next ensuing fiscal year to provide for the annual costs for maintenance of 15 improvements defined as existing street lighting, median landscaping and street trees, within the 1s Maintenance District. 17 NOW, THEREFORE, IT IS HEREBY RESOLVED AS FOLLOWS: 18 RECITALS 19 SECTION 1. That the above recitals are true and correct. 20 DECLARATION OF INTENTION 21 SECTION 2. That the public interest and convenience requires, and it is the intention of 22 this legislative body to levy and collect assessments to pay the annual costs and expenses for the 23 maintenance and/or servicing of the improvements for the above-referenced Maintenance District, 24 with said improvements generally described as follows: 25 The maintenance of certain street lighting improvements, street trees and median 26 landscaping improvements, as set forth and described in the Engineer’s Report (the “Report”). 27 The proposed new improvements to be maintained and serviced caused generally by new 28 development are described as follows: 1 The maintenance of certain additional street lighting improvements and additional 2 landscaping improvements, including replacement of street trees and median landscaping 3 improvements, all as set forth and described in the Report. 4 REPORT OF ENGINEER 5 SECTION 3. That this improvement is hereby referred to the engineer who is hereby 6 directed to make and file the Report generally containing the following: 7 A. Plans and specifications describing the general nature, location and extent of the 8 improvements; 9 B. An estimate of the cost of the maintenance and/or servicing of the improvements 10 for the Maintenance District for the referenced fiscal year; 11 C. A diagram for the Maintenance District, showing the area and properties proposed 12 to be assessed; 13 D. An assessment of the estimated costs of the maintenance and/or servicing, 14 assessing the net amount upon all assessable lots and/or parcels within the Maintenance District 15 in proportion to the benefits received. 16 That upon completion of the Report, the original shall be filed with the City Clerk, who shall 17 then submit the same to the City Council for its immediate review and consideration which is 18 hereby ordered to be kept on file and open for public inspection in the Office of the City Clerk. 19 ill 20 I// 21 i/J 22 /II 23 I// 24 Ill 25 /Ii 26 I// 27 f/i 28 1 FISCAL YEAR (SEAL) 15 16 17 18 19 20 21 22 23 24 25 26 27 2 SECTION 4. That the Report shall include all costs and expenses of said maintenance 3 and/or servicing relating to the fiscal year commencing July 1.2001 and ending June 30,2002. 4 5 PASSED, APPROVED AND ADOPTED at a regular meeting of the Carlsbad City Council 6 held on the 19th day of June ,200l by the following vote, to wit: 7 AYES: Council Members Lewis Finnila, Nygaard, and Hall. 28 CITY OF CARLSBAD STREET LIGHTING AND LANDSCAPING DISTRICT,NO. I ANNUAL ENGINEER’S REPORT FISCAL YEAR 2001-2002 JUNE 2001 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 (hereinafter referred to as the “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 specifications 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, 2001 and ending on June 30,2002 (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 San Diego 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 San Diego 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. 4 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 Departmentof Labor as computed for the first Index in March of each year with additional modifications for related energy and water rate Increases. Executed this day of ,2001, at RCE 58355 DESCRIPTION OF IMPROVEMENTS TO BE MAINTAINED New development has added 165 street lights to be included in the Fiscal Year 2001-02 maintenance inventory bringing the City-owned and maintained street light total to 6,138 street lights. The City’s existing street tree inventory is currently established at approximately 15,000 trees. From 1984 until Fiscal Year 2000-01, new development has not included street trees in the public right-of-way as part of required street improvements. During 2000-01, the conditions of approval for one subdivision in the Northwest Quadrant included the planting of trees in the public right-of-way and annexation of the subdivision parcels to the Street Tree Maintenance Zone. The trees within the subdivision will be added to the City street tree maintenance program in Fiscal Year 2001-02. The additional Street Median Maintenance Zone to be maintained in Fiscal Year 2001-02 is 3.07 acres due to the inclusion of median improvements to portions of Faraday Avenue, El Camino Real and Poinsettia Lane. This brings the current City-maintained street median acreage to a total of 55.7 acres which includes both landscaped and hardscaped medians. The Street Lighting Zone, Street Tree Maintenance Zone and the Street Median Maintenance Zone assessments will not increase in Fiscal Year 2001-02, and will remain at the same base formula rates as assessed in the last five fiscal years. 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 five fiscal years. 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, 1635 Faraday Avenue, Carlsbad, California; are available for public inspection; and are incorporated herein by this reference. 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 shows 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 is identified by a distinctive number or letter. The lines and dimensions of each lot shall conform to those shown on the San Diego County Assessor’s map for the fiscal year to which the Report applies. A simplified diagram is attached as Attachment “A”, followed by Table 1 and Table 2 summarizing the eight codes within Zone 1 and the method of assessment for each code. A detailed diagram is maintained in the office of the Assessment District Administrator, 1635 Faraday Avenue, Carlsbad, California, and is available for public inspection. :;l-r- ‘L Lighting and Landscaping District No. 1 FY 2001- 2002 N Street Light Maintenance Benefit Zones - Zone: 4+ E s m Street Light Non-Benefiting Parcels - Zone 2 @ 2001 City of Carlsbad GIS /cargisZ/products/um/r39.97/lightll.aml 06/04/01 ATTACHMENT “A” Al CITY LIGHTS AT INTERSECTIONS ONLY ci , RoLi C: \GIS\StrsetAsecssmant\StreetLightslocolion-Codas.d~g 05/29/01 08: 46 By LRosu BI CITY LIGHTS AT INTERSECTIONS AND MIDBLOCK 64’ LA MACARENA AVE, tx JACARANDA AVE, NOT TO SCALE 71’ 65’ \ ti OLIVENHAIN RD. I5 Cl CITY LIGHTS SPACING AT CURRENT CITY STANDARDS * ._c ‘I,” .i NOT TO SCALE DI CITY LIGHTS ON MAJOR STREETS, PRIVATE LIGHTING WITHIN DEVELOPMENT NOT TO SCALE E2 CITY LIGHTS CONDOS AND APARTMENTS NOT TO SCALE F2 CITY LIGHTS COMMERCIAL AND INDUSTRIAL NOT TO SCALE G2 CITY LIGHTS REDEVELOPMENT AREA HI CITY LIGHTS AT TIME SHARE COMPLEX Al CITY LIGHTS AT INTERSECTIONS ONLY p&,i C: \GIS\StraetAssessmsnt\StreetLiqht~acolion-Codes.dwg 05/29/01 08‘36 ByLRasu .( 4%. BI CITY LIGHTS AT INTERSECTIONS AND MIDBLOCK 23 NOT TO SCALE 64’ LA MACARENA AVE. L 63’ 68’ 68’ I 3 lh JACARANDA AVE. 71’ 65’ OLIVENHAIN RDa n # Cl CITY LIGHTS SPACING AT CURRENT CITY STANDARDS i NOT TO SCALE DI CITY LIGHTS ON MAJOR STREETS, PRIVATE LIGHTING WITHIN DEVELOPMENT “i., ‘1 \ I i. NOT TO SCALE E2 CITY LIGHTS CONDOS AND APARTMENTS NOT TO SCALE CITY LIGHTS COMMERCIAL AND INDUSTRIAL NOT TO SCALE G2 CITY LIGHTS REDEVELOPMENT AREA 0 2001 City of Carlsbad GIS /cargis2lProductslum/r39.97/lightll.aml 05/22/01 ATTACHMENT “A” L. -, Lighting and Landscaping District No. ‘I FY 2001- 2002 N W E Street Light Maintenance Benefit Zones a 4+ Street Light Non-Benefiting Parcels 5 T TO SCALE HI CITY LIGHTS AT TIME SHARE COMPLEX TABLE 1 STREET LIGHTING ASSESSMENT ZONES AND CODES Within the citywide 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* CODE E2** 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 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) Street light spacing at current City standard, condos and apartment buildings, ten units and above * 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 TABLE 2 METHOD OF ASSESSMENT FOR STREET LIGHTING 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. Method of Assessment: CODE Al, Bl, Cl, Dl Residential dwelling unit = one benefit unit E2 F2 G2 Commercial, residential and redevelopment area = one front foot of street frontage = one benefit unit HI Time shares = .20 per weekly unit PART Ill. ESTIMATE OF COSTS AND ASSESSMENT SCHEDULE July 1,200l through June 30,2002 STREET LIGHTING TABLE “A” Notes: (1) See Table “c”. The cost estimate for Personnel and Maintenance & Operations has been reduced by $38,500 for service to other Special Maintenance Zones and Districts. 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 l&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 maintenance of City street lights, providing expertise to City inspectors during inspection of lighting systems, coordinating underground service alert mark-outs for various City departments, performing mark-outs for street light systems, maintaining as-built records of City street light system for future maintenance, monthly updating of the street lighting mapping and inventory database, performing routine night surveillance, checking proposed improvement plans for conformance with City standards regarding street lights, coordinating 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 service and maintenance prior to the receipt of tax collections from the County of San Diego. 33 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 of the general benefit 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 “B” shows the calculation of the cost estimate for General Benefit for Street Lights. TABLE “B” COST ESTIMATE FOR GENERAL BENEFIT STREET LIGHT SUMMARY PER SDG&E The following table, identified as Table “c”, shows the calculation for the reduction in cost for service to other Special Maintenance Zones and Districts 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 2001-02 FOR SERVICE TO OTHER DEPARTMENTS The total “Balance to Assessment” is then divided into the eight codes within Zone 1 as previously identified. The cost per assessment unit value for Fiscal Year 2001-02 in each code is calculated in Table “D”: TABLE “D” ASSESSMENT SPREAD For the specific assessment on each parcel, reference is made to the Assessment Roll on file at the office of the Assessment District Administrator, 1635 Faraday Avenue, Carlsbad, California, which is incorporated herein by this reference as though set forth in full. 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, 1635 Faraday Avenue, Carlsbad, California; 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 shows the exterior boundaries of the District, the boundaries of the Street Tree and Street Median Maintenance Zones within the District, the lines and dimensions of each lot or parcel within said Landscaping District and each parcel is identified by a distinctive number or letter. The lines and dimensions of each lot shall conform to those shown on the San Diego 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 offke of the Assessment District Administrator, 1635 Faraday Avenue, Carlsbad, California. Lighting and Landscaping District No. 1 FY 2001- 2002 N Street Tree Benefit Zone W +I+- E 5 @ 2001 City of Carlsbad GIS /cargis2/products/um/r39.97/treell.aml 06/04/01 ATTACHMENT “B” .” ,I 37 -1’ epw- 3r’Y ,a \8 ‘z J, $8” L **a l ,*I I ,, % A l r,** +gJ 5 \po ,‘\S ‘, ’ P \/ : %Q&. * \ & 4\‘ \p o* d \ c’ ,.@L-“\*a I ‘3, I 8’ I N 1 I 8 I ‘I Lighting and Landscaping District No. 1 FY 2001- 2002 N I/\,/I Median Landscaping Benefit Zone m Existing Median Locations W 4+ E m Future Median Locations 5 m Median Maintained by Others @ 2001 City of Carlsbad GIS j:/cargis2/products/um/r39.97/medianll.aml 06/04/01 ATTACHMENT “C” ,- ASSESSMENT SPREAD FOR STREET TREE AND STREET 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 0.17 acres). Thus, each single-family parcel is given an EDU of 1 .O, 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. 34 TABLE “E” CITY OF CARLSBAD LANDSCAPE MAINTENANCE BENEFIT UNITS/LAND USE CODES .l/DU 13 .l/DU 14 .l/t3tJ 15 Res. 2-4 units/2 houses 1.0 57 Misc. irrigated crops Res. 5-15 units 1.0 58 Growing houses Rns lR-60 units 1 II Snecinl/minc. irriaated .l/DU .l/DU .l/DU .l/DU Formula Formula 21 16 Formula 17 22 18 19 Formula 20 23 Formula 24 Formula 25 Fnrml da Res. 61 units and up I-3 story misc. store bldgs. Condominium 4 story & up office/store co-op Misc. residential Vacant commercial Regional shopping ctr. Community shopping ctr. Neighborhood shopping ctr. Untd mntol 1.0 61 Non-irrigated l-l 0 AC 1.0 82 Non-irrigated 1 l-40 AC 1.0 63 Non-irrigated 41-160 AC 1.0 64 Non-irrigated 161-360 AC 1.0 65 Non-irriaated 381 & UD AC 0.0 70 0.0 71 0.0 72 0.0 73 nn 74 Vacant institutional Church Church parking/related Cemetery Formula 1 35 1 Restaurant Formula I 36 I Car wash 1 Formula 1 84 1 Recreational camps I 0.0 I 85 I Non-tax recreational Formula 43 Warehouse - proc. Or stor. Formula 44 c Formula 45 Extractive & mining Formula 46 Small automotive garage Formula 47 Industrial condos Formula 49 Spec./misc. industrial Formula: If acres < .20, then BU = 1 .O, else BU = 5.9 x AC (i.e. AW0.17) c-3 .““’ 1 ._ July 1,200l through June 30,2002 STREET TREES TABLE “F” COST OF MAINTENANCE Notes: (1) See Table “G”. The cost estimates for Personnel and Maintenance & Operations have been reduced by $82,000 for service to other City departments. (2) See Table “B” of the street lighting portion of this Report for calculation of the percent of General Benefit. The Street Tree division provides maintenance to all of the 15,000 trees in the public right-of-way, 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 “G” 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 “G” COST ESTIMATE REDUCTIONS FOR FY 2001-2002 FOR SERVICE TO OTHER DEPARTMENTS The cost of the General Benefit for the Street Tree Maintenance Zone is determined by utilizing the same percent as calculated for Street Lighting Zone as shown in Table “B” since staff believes that the Street Lighting General Benefit is representative of the General Benefit for Street Trees. 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 2001-02 in the Street Tree Maintenance Zone is calculated as follows: Balance to Assessment = $456.163.57 = $36.10 per unit Total Benefit Units 12,636.ll This unit assessment is applied to 13,794 parcels in the Street Tree Maintenance Zone. For the specific assessment on each parcel, reference is made to the Assessment Roll on file in the office of the Assessment District Administrator, 1635 Faraday Avenue, Carlsbad, California, which is incorporated herein by this reference as though set forth in full. *..:. t . *- 4 2 July I,2001 through June 30,2002 STREET MEDIANS TABLE “H” COST OF MAINTENANCE SERVICE Notes: (1) See Table “B”, as shown in the street lighting portion of this Report for calculation of the percent 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 55.7 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, pesticidelfertilizer 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 50.2 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 “B”, since staff believes that the Street Lighting General Benefit is representative of the’General Benefit for Street Medians. 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 2000-01 in the Street Median Maintenance Zone is calculated as follows: Balance to Assessment = $417,321.42 = $8.34 per unit Total Benefit Units 50,038.54 This unit assessment is applied to 46,001 parcels in the Street Median Maintenance 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, 1635 Faraday Avenue, Carlsbad, California, which is incorporated herein by this reference as though set forth in full. 1 2 3 4 5 6 7 6 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 RESOLUTION NO. 2001-173 A 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, (Division 15, Part 2 of the State Streets and Highways Code), did by previous resolution initiate proceedings and ordered the preparation of an Engineer’s Report (the “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 distributed in accordance with the benefits received from the improvements to be maintained, as set forth in the 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. D. Assessment of the estimated cost. The 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. I// 2 3 4 5 6 7 8 9 10 11 12 14 15 16 17 18 19 20 21 22 23 24 25 28 27 28 SECTION 3. That the City Clerk shall certify to the passage and adoption of this ?esolution, and the minutes of this meeting shall so reflect the presentation of the Report. PASSED, APPROVED AND ADOPTED at a regular meeting of the Carlsbad City Council leld on the 19th day of June ,200l by the following vote, to wit: AYES: Council Members Lewis, Ku in, Finnila, Nygaard, and Hall. JTTEST: &h-m . WOOD, City Clerk (SEAL) 1 2 3 4 5 6 7 6 9 10 11 12 13 14 15 16 17 16 19 20 21 22 23 24 25 26 27 26 RESOLUTION NO. 2001-174 A 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, (Division 15, Part 2 of the State Streets and Highways Code), 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 levy 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 (the “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. SECTION 2. That the public interest and convenience requires, and it is the intention of the City Council to levy and collect assessments to pay the annual costs and expenses for the maintenance and/or servicing of the improvements for the Maintenance District, said improvements generally described as follows: 1 The maintenance of certain street lighting improvements, street trees and median 2 landscaping improvements, as set forth and described in the Report. 3 The proposed new improvements to be maintained and serviced caused generally by new 4 development are described as follows: 5 The maintenance of certain additional street lighting improvements and additional 6 landscaping improvements, including replacement of street trees and median landscaping 7 improvements, all as set forth and described in the Report, which is hereby ordered to be kept on 6 file and open for public inspection in the Office of the City Clerk. 9 BOUNDARIES OF MAINTENANCE DISTRICT 10 SECTION 3. That said improvements are of direct benefit to the properties within the 11 boundaries of the Maintenance District, which Maintenance District the legislative body previously 12 declared to be the area benefited by the improvement, and for particulars, reference is made to 13 the boundary map as previously approved by the City Council, a copy of which is on file in the 14 office of the City Clerk and open for public inspection, and is designated by the name of this 15 Maintenance District. 16 REPORT OF ENGINEER 17 SECTION 4. 16 A. That the Report, as preliminarily approved by this legislative body, is on file with I9 the City Clerk and open for public inspection. Reference is made to the Report for a full and 2o detailed description of the improvements to be maintained, the boundaries of the Maintenance 21 District and any zones therein, and the proposed assessments upon assessable lots and parcels 22 of land within the Maintenance District. 23 B. Annual assessment increases will be caused by reasons of increases in the costs 24 of labor, materials and utility cost increases as applied to energy rates and water fees. 25 Assessments can be annually modified and increased to reflect an annual modification in the cost 26 of labor and materials based upon the Consumer Price Index, San Diego, as published by the 27 Department of Labor as computed for the first index in March of each year with additional 26 modifications for related energy and water rate increases. 1 C. All Street Light Benefit Zone, Street Tree Benefit Zone and Street Median Benefit 2 Zone assessments are to remain the same as the previous year and all new assessments added 3 to the tax roll forms will be calculated at the same base formulas as Fiscal Years 1996-97, 4 1997-98,1998-99, 1999-00, and 2000-01. 5 PUBLIC HEARING 6 SECTION 5. Notice is hereby given that a public hearing is hereby scheduled in the 7 regular meeting place of the City Council, being the Council Chambers, City Hall, on the following date and time: 8 9 Tuesday, July 17,2001, at 6:00 p.m. At that time this legislative body will hear protests or objections in reference to the annual IO levy of assessments and to any other matters contained in this resolution. Any persons who wish 11 to object to the proceedings or the annual levy should file a written protest with the City Clerk prior 12 to the time set for the public hearing. If there is a majority protest against the levy of an annual 13 assessment that is increased from the previous year, the proposed increase in the assessments 14 shall be abandoned. A majority protest exists if, upon the conclusion of the hearing, written 15 II protests filed and not withdrawn, represent property owners owning more than 50% of the 16 assessable area of land within the proposed district. 17 NOTICE 16 SECTION 6. That the City Clerk is hereby authorized and directed to give notice as 19 required by law by causing a copy of this Resolution to be published in a newspaper of general 2o circulation within the City of Carlsbad, said publication to be completed not less than ten (IO) days 21 22 23 24 25 I 26 27 28 prior Ill Ill Ill Ill Ill Ill Ill to the date set for the public 1 PROCEEDINGS INQUIRIES/PROTESTS 2 SECTION 7. For any and all information relating to these proceedings, including 3 information relating to protest procedure, your attention is directed to the person designated 4 below: VIRGINIA MCCOY ADMINISTRATIVE COORDINATOR - SPECIAL DISTRICTS PUBLIC WORKS CITY OF CARLSBAD TELEPHONE: (760) 602-2777 Owners of property within the Maintenance District may mail written protests to the 8 following address: 9 CITY CLERK IO CITY OF CARLSBAD 1200 CARLSBAD VILLAGE DRIVE 11 CARLSBAD, CA 92008 12 PASSED, APPROVED AND ADOPTED at a regular meeting of the Carlsbad City Council I3 held on the 19th day of June ,200l by the following vote, to wit: I4 AYES: Council Members Lewi lchin, Finnila, Nygaard, and Hall. 15 16 17 ,8 CLAUDE A. Li%rs‘: MGya V 23 24 25 26 27 26 (SEAL)