HomeMy WebLinkAbout2002-06-18; City Council; 16799; Street Lighting & Landscape District No. 1CITY OF CARLSBAD -AGENDA BILL
rB# 16,799
CITY MGR. -a? IEPT. ENG
NTG. 6/18/02
DEPT. H$@%fl TITLE:
RECOMMENDED ACTION:
STREET LIGHTING AND LANDSCAPE
FISCAL YEAR 2002-2003
DISTRICT NO. 1: INITIATING PROCEEDINGS FOR CITY ATTY. &E
Adopt Resolution No. 2002-183 Engineer's Report for a Special Maintenance District.
initiating proceedings and ordering the preparation of an
Adopt Resolution No. 2002-184 approving the Engineer's Report.
Adopt Resolution No. 2002-185 setting a public hearing for July 23, 2002
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
2002-2003 in compliance with the procedures of the California Streets and Highways Code.
BACKGROUND:
formed as a citywide district according to the provisions of the California Streets and Highways In 1983, the City of Carlsbad Street Lighting and Landscaping District ("Assessment District") was
formation, the cost of operating and maintaining the City's street lighting system has been funded
Code, known as the Landscaping and Lighting Act of 1972. Since the Assessment District's
through assessments from each parcel in the City, based on special benefit. The Street Lighting
within the City to pay benefiting assessments as the parcels are developed and street lights are Improvement Zone is identified as a citywide zone formed with the intent for all assessable parcels
added.
Assessment District. The two zones formed were a Street Tree Improvement Zone, and a Median
On June 6, 1989, Council approved the addition of two landscaping zones to the original
Landscaping Improvement Zone.
The Street Tree Improvement Zone is not a citywide zone. This Improvement 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 City. This Improvement Zone is a citywide zone and includes plant and tree maintenance care
The Median Improvement Zone funds the cost of maintaining the street medians located throughout
and structural replacement of the medians when necessary.
IMPACT OF PROPOSITION 218:
In 1996, the voters approved Proposition 218, which added Articles XlllC and XlllD to California's
constitution dictating further procedures to be implemented in the processing of the Assessment District. This led to the Council's adoption of a "General Benefit" contribution to each of the three
Improvement Zones within the District: The Street Lighting Improvement Zone, the Street Tree
Improvement Zone and the Median Landscaping Improvement Zone. The "General Benefit" contributions from the City's General Fund have been included in the Assessment District
processing for the past six fiscal years and will be included and detailed in the attached Engineer's
Report which staff is requesting Council approval for Fiscal Year 2002-2003.
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Page 2 of Agenda Bill No. 799
FISCAL YEAR 2002-2003 ASSESSMENT DISTRICT PROCESSING:
Reserve monies are available in the Street Lighting Improvement Fund balance to meet the
projected street lighting energycosts so that no increases in the assessments are required.
As shown in the following table, a single-family residential parcel which benefits from the Street
Lighting Improvement Zone, Street Tree Improvement Zone and Median Landscaping Improvement
Zone would have an anticipated assessment of $70.44 for Fiscal Year 2002-2003, the same as for
the previous six fiscal years.
ASSESSMENT SUMMARY FOR THE AVERAGE
SINGLE-FAMILY PARCEL
, , ,,'AVERAGE ..:, ,,, , , , .. , , ,, , ,,, , , ,, , , ,... . , , ,,,,,,, , , , ,,,,,,,, , ,,, ,,,>, , , , , . , , ,,,, ,,,,, . .... , ,, ,.,,. .
C"~~~G~INI",':::I;: ASSES,SMENT
,, ,, ,, , , ::.,,,,,,,,,,,:'.:: ,, ..::.:::, , .: ,,,,, iiii:.:.~,~.,::.:.~,~ , . , , ,~~~~~...::,:,~,,.,,,~.~ . ,,, , ,,, ,, , , , ,, AVE$&G~E :~ ~I , ~ ,,, ~ ~ , ~
FISCALYEARS 1996-1997
IMPROVEMENT ZONE THROUGH 2001-2002 ASSESSMENTS FlSCALYEAR2002-2003
ASSESSMENTS. ,, AVERAGE;::
Street Lighting
Street Tree
Median Landscaping
$36.10 $36.10
parcels 'Assessment rate represents a single-family residence within a code with the largest number of single-family residential
TOTAL
Last year was the first time since 1984 that a new subdivision was conditioned to plant street trees
in the public right-of-way. Since the trees are to be maintained by City forces, the subdivision lots
that are so conditioned 1411 be annexed to the Street Tree Improvement Zone.
Staff will present a comprehensive report on the maintenance and operations procedures of the
Assessment District, as introduced in the attached Engineer's Report at the public hearing
scheduled for July 23, 2002.
$26.00
-0- $8.34 $8.34
-0-
-0- '$26.00
-0; ~, ~ ::.: :,, $70.44 $70.44' ~
FISCAL IMPACT:
The Fiscal Year 2002-2003 Street Lighting and Landscaping District No. 1 total budget for the three
zones is projected to be $2,444,380.
the personnel and operations services. The City's General Fund will contribute $28,000 to the Street
Other Special Revenue Funds will contribute $10,500 to the Street Lighting Improvement Fund for
adjacent to City properties since Cityowned parcels are non-assessable on the Countytax rolls. Lighting Improvement Fund to cover the operations and maintenance costs for the City street lights
staff time and equipment spent on maintaining City parks and Hosp Grove which, by policy, are not In addition, the City's General Fund will contribute $90,000 to the Street Tree Improvement Fund for
considered part of the public right-of-way program.
The City's General Fund will also contribute $65,514.84 to the Street Lighting Improvement Fund,
$37,910.96 to the Street Tree Improvement Fund, and $34,377.91 to the Median Landscaping
Improvement Fund as "General Benefit" assessments, as further described in the Engineer's Report.
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Page 3 of Agenda Bill No. 16,799
The actual total to be collected from assessments is $1,664,470, A further breakdown of the three
zones follows:
As shown in the above chart, the total budget for each zone exceeds the total assessment
collection. However, assessment tax rates cannot be increased without following the ballot
each property owner assessed followed by a hearing. provisions of previously referenced Proposition 218, which requires a notice and ballot being sent to
All three improvement zones have maintained a sufficient surplus in their fund balances to cover the
shortfalls for the past six fiscal years, including the projected 2002-03 fiscal year.
Finance and Public Works staff will be returning to Council prior to next year's assessment
these zones.
processing to present a full report to Council providing alternatives to address the future funding of
EXHIBITS:
1. Order of Procedure.
2.
3. Engineer's Report.
Resolution No. 2002-183 ordering the preparation ofan Engineer's Report.
4. 5.
Resolution No. 2002-184 approving the Engineer's Report.
Resolution No. 2002-185 setting a public hearing for July23, 2002.
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EXHIBIT 1
ORDER OF PROCEDURE
CITY OF CARLSBAD
STREET LIGHTING AND LANDSCAPING DISTRICT NO. 1
Date of Meeting: June 18,2002
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 23, 2002
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RESOLUTION NO. 2002-183
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CARLSBAD, CALIFORNIA, INITIATING PROCEEDINGS FOR THE
ANNUAL LEVY OF ASSESSMENTS AND ORDERING THE
ASSESSMENT DISTRICT.
PREPARATION OF AN ENGINEERS REPORT FOR A SPECIAL
WHEREAS, the City Council of the City of Carlsbad, California, previously formed a
pecial assessment district pursuant to the terms of the Landscaping and Lighting Act of 1972,
Division 15, Part 2 of the State Streets and Highways Code, commencing with Section 22500),
le special assessment district is known and designated as Street Lighting and Landscaping
)istrict No. 1 (hereinafter referred to as the "Assessment District"); and
WHEREAS, the Assessment District is an existing assessment district in which
ssessments are not proposed to be increased, and is therefore exempt from the procedures and
aquirements pursuant to California Constitution Article XlllD § 5 (a); and .
WHEREAS, the City Council wishes to initiate proceedings to provide for the annual levy
sf assessments for the next ensuing fiscal year to provide for the annual costs for maintenance of
nprovements defined as existing street lighting, median landscaping and street trees
'Improvements"), within the Assessment 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
lis legislative body to levy and collect assessments to pay the annual costs and expenses for the
iaintenance and/or servicing of the Improvements for the Assessment District, with the
nprovements generally described as follows:
The maintenance of certain street lighting improvements, street trees and median
mdscaping improvements, as set forth and described in the Engineer's Report (the "Report")
lttached as Exhibit 3 and incorporated herein by this reference. The proposed new improvements
J be maintained and serviced caused generally by new development within the Assessment
ktrict are described as follows:
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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 Report.
REPORT OF ENGINEER
SECTION 3. That the Improvements are hereby referred to the Deputy City Engineer,
Planning and Programs, who is hereby directed to make and file the Report generally containing
the following:
A. Plans and specifications describing the general nature, location and extent of the
Improvements within the Assessment District;
B. A diagram for the Assessment District, showing the area and properties proposed
to be assessed:
C. An estimate of the cost of the maintenance andlor servicing of the Improvements
for the Assessment District for the Fiscal Year 2002-03;
D. An assessment of the estimated costs of the maintenance andlor servicing,
assessing the net amount upon all assessable lots andlor parcels within the Assessment District
in proportion to the benefits received.
That upon completion of the Report, the original shall be filed with the City Clerk, who shall
then submit the same to the City Council for its immediate review and consideration which is
hereby ordered to be kept on file and open for public inspection in the Office of the City Clerk.
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Page 2 of 3 of Resolution No. 2002-183
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FISCAL YEAR
SECTION 4. That the Report shall include all costs and expenses of said maintenance
and/or servicing relating to the fiscal year commencing July 1, 2002 and ending June 30, 2003.
PASSED, APPROVED AND ADOPTED at a regular meeting of the Carlsbad City Council
held on the 18th day of JUNE , 2002 by the following vote, to wit:
AYES: Council Member is, Kulchin, Finnila, Nygaard, Hall
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CITY OF CARLSBAD
STREET LIGHTING AND LANDSCAPING DISTRICT NO. 1
ANNUAL ENGINEER'S REPORT
FISCAL YEAR 2002-2003
Prepared by: LL432L David Hauser
Deputy City Engineer
RCE 33081 Exp. 6/30/02
Planning and Programs
6,/4/=
Date
This report constitutes the Engineer's Report for City of Carlsbad Street Lighting and
Carlsbad City Council pursuant to the requirements of the Landscaping and Lighting Act of
Landscaping District No. 1 ("Assessment District") and was prepared at the Direction of the
1972, being Division 15, Part 2 of the Streets and Highways Code of the State of California,
commencing with Section 22500 ("Act").
The report applies to Fiscal Year 2002-2003 commencing July 1, 2002 and ending on June 30,
2003 ("Fiscal Year"). The report has been prepared in three parts corresponding to the three
special improvement zones within the Assessment District; Street Lighting, Street Trees and
Median Landscaping. Pursuant to the requirements of the Act, each part contains the following
four components:
1. PLANS AND SPECIFICATIONS FOR THE IMPROVEMENTS. The plans and
specifications describe the general nature, location and extent of the improvements to
be maintained.
2. A DIAGRAM FOR THE ASSESSMENT DISTRICT. The diagram shows the exterior
zone within the Assessment District, and the lines and dimensions of each lot or parcel
boundaries of the Assessment District, the boundaries of the specified improvement
within the District. Each lot or 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. For purposes of clarity, only a generalized diagram is included within
the report. The detailzd assessment diagram is on file at the City Engineering
Department.
3. AN ESTIMATE OF THE COSTS OF THE IMPROVEMENTS. The estimate of costs of
the improvements contains estimates for the following:
a. The total cost of maintaining and servicing the improvements for the specified
improvement zone including all incidental expenses for the Fiscal Year.
b. The amount of any surplus or deficit in the improvement fund to be carried over
c. The amount of any contributions to be made from sources other than
from the preceding fiscal year.
d. The amount, if any, of the annual installment for the fiscal year where the City
assessments levied pursuant to the Assessment District.
Council has ordered an assessment for the estimated cost of any improvements
to be levied and collected in annual installments.
e. The net amount to be assessed upon assessable lands within the Assessment
District, being the total improvement costs referred to in sub-section a, increased
or decreased, as the case may be, by any of the amounts refe'rred to in sub-
sections b, c or d.
4. AN ASSESSMENT OF THE ESTIMATED COSTS OF THE IMPROVEMENTS.. The
assessment shall refer to the new fiscal year and shall do all of the following:
a. State the net amount to be assessed upon the assessable lands within the
Assessment District.
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b. Describe each assessable lot or parcel of land within the Assessment District.
Due to the large number of parcels within the Assessment District, the City uses
the assessor's parcel number from San Diego'County records assessment rolls
for a description of the lots. A copy of the assessment roll including such
description is kept on file at the City Engineering Department.
c. Assess the net amount upon all assessable lots or parcels of land within the
Assessment District by apportioning that amount among the several lots or
parcels in proportion to the estimated benefits to be received by each lot or
parcel from the improvements.
PART 1 - STREET LIGHTING IMPROVEMENT ZONE
PLANS AND SPECIFICATIONS: The improvement work consists of maintenance and servicing
of the 6,295 street lights within the boundaries of the Assessment District including all
supporting poles, mast arms, pull boxes, wiring, conduits and other appurtenances. The total
street light inventory during Fiscal Year 2001-2002. The general location of the street light
number of street lights maintained and serviced includes 157 new street lights added to the
Zone Diagram and Lighting Facilities Location Map for Fiscal Year 2002-2003" on file at the
improvements are as shown on the City's full scale map titled "Street Lighting Improvement
Engineering Department. A reduced copy of the map is included as Figure 1 in this report.
DIAGRAM OF THE ASSESSMENT DISTRICT: The diagram of the Assessment District is as
shown on the City's full scale map titled "Street Lighting Improvement Zone Diagram and
Lighting Facilities Location Map for Fiscal Year 2002-2003" on file at the Engineering
Department. A reduced copy of the map is included as Figure 1 in this report. The lines and
dimensions of each lot or parcel within the Street Lighting Improvement Zone and the distinctive
file at the Engineering Department.
assessor's parcel number is shown on the San Diego County Assessor's map which is also on
ESTIMATE OF THE COST OF THE IMPROVEMENTS: The estimated total cost of maintaining
and servicing the City's inventory of public street lighting improvements is $1;139,441.
The estimated total cost includes the furnishing of all services and materials for the ordinary
and usual operation, maintenance and servicing of installed street lights and the provision of
electric current. For budgetary purposes, the costs are segregated into three categories of
Personnel, Maintenance and Operations, and Capital Improvements. These three categories
include the following services and expenditures:
City staff assigned to Street Lighting services, City administration (annual audit of City's
street lighting assessment, updating expenditures and segregation of the assessments)
engineering and legal expenses, 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,
departmental needs are met, the provision of electrical current and the cost for purchase
coordinating with Planning, Engineering and Engineer's of Work to ensure that
of capital equipment and new street light facilities.
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The following table shows the breakdown of the estimated total costs into the three budgetary
categories.
TOTAL ESTIMATED FY 2002-03
STREET LIGHTING MAINTENANCE & SERVICE COSTS
Personnel
Maintenance & Operations
$ 186,630
$1,139,441 - Total Cost Estimate
0 Capital Improvements
$ 952,811
The net assessable amount to be levied upon the assessable lands within the Assessment
District is $706,609.04. This amount is derived by subtracting the amounts of the current
improvement fund surplus and contributions from other funding sources from the total cost
estimate. The following table shows how the net assessable amount is derived:
FY 2002-03
NET ASSESSABLE AMOUNT
LTotal Cost Estimate I $1,139,441.00 I
Less
Contribution for Services to Public Parcels
$ 328,817.12 Improvement Fund Surplus
$ 65,514.84 General Benefit Contribution from General Fund
$ 38,500.00
Net Assessable Amount $ 706,609.04
Less I Contribution for Services to Public Parcels I $ 38,500.00
Improvement Fund Surplus
"~ .~~~~~~~~~~~ ~ ~~ ~ ~ ~ 1 $ 328,817.12
Net Assessable Amount I $ 706,609.04
The contribution for services to public parcels has been calculated at $38,500. This
contribution is made since public parcels are non-assessable on the County tax rolls, The
City's General Fund will contribute $28.000 and other Special Revenue Funds will contribute
$10,500 for this purpose.
Any share of the benefits received from an improvement that does not provide a special benefit
to the assessed properties is considered to be a general benefit provided by the improvements.
The cost of such general benefit is not to be assessed to the properties in the Assessment
District, but instead is contributed by the City from the General Fund. For street lighting the City
amount of general benefit is established by multiplying the number of arterial street lights by the
has determined that general benefit is derived exclusively along the City's arterial roads. The
difference between the average annual cost to maintain a light on an arterial street and a local
street. The table below shows the calculation of the cost estimate for general benefit for Street
Lights.
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COST ESTIMATE FOR GENERAL BENEFIT
STREET LIGHT SUMMARY PER SAN DIEGO GAS 8 ELECTRIC CO.
Lamp Size Avg. Annual Annual Monthly Monthly Number of
(Watts) Lights Rate 1 Amount I Amount I Cost per Light
Low wattage (9,500 lumen) lights for collector streets:
70
$5,114.88 $426.24 $4.44 96 150
$40,089.60 $3,340 80 $2.32 1,440
100 $1 19,867.04 $9,988.92 $3.24 3,083
Subtotal-I $35.74 $165,071.52 4.619 i
High wattage (22,000 lumen) lights for arterial streets: I 200 $72,402.72 $6,033.56 $5.66 1,066
250 $4,341.60 $7.20 603
$919.80 $76.65 $10.95 '7 400
$52,099.20
/.
Subtotal-2 $74.83 $125,421.72 1,676
~ ~~~ Total I 6,295 I I I
Annual Amount Difference between Subtotal-1 and Subtotal-2
parcels
$1,100,941.00 Total Cost Estimate for Street Lights less Contribution for services to public $65,514.84 General Benefit = Annual Amount Difference times No of High Wattage Lights $39.09
5.95% Percent of General Benefit
AN ASSESSMENT OF THE ESTIMATED COSTS OF THE IMPROVEMENTS: The lighting and
the orderly circulation of traffic directly benefit the developments within the District. The
improvements and annexation into the Street Lighting Zone are required for the approval of,
The lighting is of benefit to abutting parcels as it provides increased property protection,
and as a consequence of, new development, and thus benefit the respective developments.
personal safety, visibility, traffic safety, and enhances those areas fronting upon the illuminated
street.
All of the parcels within the Assessment 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 pay the energy
fiscal year after the street lights are energized.
costs for the initial 18-month period. The units in a development are assessed the following
Two Zones of benefit have been created within the citywide Street Lighting Zone as follows:
Zone 1 - City owned and maintained street lights
Zone 2 - Undeveloped property - non-benefiting, not assessed
Zone 1 consists of the following eight sub-codes. An example of these codes is included in
Appendix B of this Engineer's Report.
CODE AI* Street lights at intersections only (residential)
CODE 61'
CODE C1'
CODE Dl*
CODE E2**
CODE F2**
CODE G2**
CODE HI***
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
Street light spacing at current City standard, commercial and industrial parcels
Special lighting and spacing standard, downtown redevelopment area
Street light spacing at current City standard, time shares only
The unit rate of assessment for these codes was based on equal shares of cost of
maintenance and operation of the total lights within each code at the time of formation.
** The unit rate of assessment for these codes at the time of formation was based on the
share of cost of maintenance and operation of total lights as determined by front footage
percentage of each parcel in relation to total footage within each code.
The unit rate of assessment for this code at the time of formation was based on a flat
rate per unit.
*f.
The method of assessment for codes within Zone 1 is based on units as shown in the following
table. In the case of codes AI, BI, C1, and Dl, a residential dwelling is equal to one benefit
unit. In Code E2 condominium dwelling units or apartment buildings with ten units and above
are assigned units based on the front footage of these developments. In Code F2 commercial
and industrial parcels are assigned units based on the front footage of these developments.
front footage. Code HI only includes time share units, which are all assigned the same cost per
Code G2 includes the downtown redevelopment area and units in this code are also based on
unit.
METHOD OF ASSESSMENT FOR STREET LIGHTING
AI, 61, C1, Dl Residential dwelling unit = one benefit unit
E2 Commercial, residential and redevelopment area = one front foot of
F2 street frontage = one benefit unit
G2
HI Time shares = $0.20 per weekly unit
The Street Lighting Zone assessments will not increase in Fiscal Year 2002-03, and will remain
at the same unit rates as assessed in the last six fiscal years. All new assessor's parcels, that
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by petition of the property owner(s) have been added to the Street Lighting Zone, will be
calculated at the same unit rates as used in the last six fiscal years.
The rate per assessment unit for Fiscal Year 2002-03 in each of the eight codes is shown in the
following table.
D-I
5.553.00 $0.20 27,765 Units H-I
22,892.60 $6.90 3,318 Units
E-2
110.891.16 $0.580858 190,909.24 Feet F-2 49,936.50 $0.372765 133,962.42 Feet
G-2
$706,609.04 -'To&Net As&&~~nt;
39.485.24 $2.690464 14,676.00 Feet
For the specific assessment on each parcel, reference is made to the Assessment Roll on file
forth in full.
at the Engineering Department, which is incorporated herein by this reference as though set
PART 2 - STREET TREE IMPROVEMENT ZONE
PLANS AND SPECIFICATIONS: The improvement work consists of maintenance to all of the
approximately 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
City annually responds to over 500 street tree orderlrequests, removes over 50 trees and plants
over 100 trees. The general location of the street tree improvements are as shown on the
City's full scale map titled "Street Tree Improvement Zone Diagram Location Map for Fiscal
Year 2002-2003" on file at the Engineering Department. A reduced copy of the map is included
as Figure 2 in this report.
DIAGRAM OF THE ASSESSMENT DISTRICT: The diagram of the Assessment District is as
shown on the City's full scale map titled ''Street Tree Improvement Zone Diagram Location Map
for Fiscal Year 2002-2003" on file at the Engineering Department. A reduced copy of the map is
included as Figure 2 in this report. The lines and dimensions of each lot or parcel within the
Street Tree Improvement Zone and the distinctive assessor's parcel number is shown on the
San Diego County Assessor's map which is also on file at the Engineering Department.
ESTIMATE OF THE COST OF THE IMPROVEMENTS: The estimated total cost of maintaining
and servicing the City's inventory of public street tree improvements is $727,159.
The estimated total cost includes the furnishing of all services and materials for the ordinary
and usual maintenance and servicing of street trees. For budgetary purposes, the costs are
segregated into three categories of Personnel, Maintenance and Operations, and Capital
Improvements. These three categories include the following services and expenditures:
City staff assigned to Street Tree services, City administration (annual audit of City's
street tree assessment, updating expenditures and segregation of the assessments)
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engineering and legal expenses, coordination between citizens and City staff for the
maintenance of City street trees, providing expertise to City inspectors during inspection
of the trees, maintaining as-built records of City street tree system for future maintenance,
monthly updating of the street tree mapping and inventory database, checking proposed
improvement plans for conformance with City standards regarding street trees,
coordinating with Planning, Engineering and Engineer's of Work to ensure that
departmental needs are met, the provision of supplies such as pesticides, fertilizer and
water for irrigation and the cost for purchase of capital equipment and new street trees.
The following table shows the breakdown of the estimated total costs into the three budgetary
categories.
TOTAL ESTIMATED FY 2002-03
STREET TREE MAINTENANCE 8 SERVICE COSTS
Personnel
Maintenance 8 Operations
$ 384,242
$727,159. Total Cost Estimate
0 Capital Improvements
$ 342,917
The net assessable amount to be levied upon the assessable lands within the Assessment
District is $459,700.28. This amount is derived by subtracting the amounts of the current
improvement fund surplus and contributions from other funding sources from the total cost
estimate. The following table shows how the net assessable amount is derived:
FY 2002-03
NET ASSESSABLE AMOUNT
Total Cost Estimate $727,159.00 Less
Contribution for Services to Public Parcels $ 90,000.00
General Benefit Contribution from General Fund
$ 139,547.76 Improvement Fund Surplus
$ 37,910.96
Net Assessable Amount $ 459,700.28
The City has determined the contribution for services to public parcels amounting to
$90,000. This contribution from the General Fund is made since public parcels, including
City parks and Hosp Grove, are non-assessable on the County tax rolls.
Any share of the benefits received from an improvement that does not provide a special benefit
to the assessed properties is considered to be a general benefit provided by the improvements.
The cost of such general benefit is not to be assessed to the properties in the Assessment
District, but instead is contributed by the City from the General Fund. For street trees, the City
has determined that the general benefit is the same percentage as calculated for the Street
Lighting Improvements. The table below shows the calculation of the contribution for general
benefit for street trees.
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t:
FY 2002-03
GENERAL BENEFIT CALCULATION
Total Cost Estimate
$ 90,000.00 Less Contribution for Services to Public Parcels
$727,159.00
$ 37,910.96 General Benefit Contribution from General Fund @ 5.95% $637,159.00 Subtotal of Costs
AN ASSESSMENT OF THE ESTIMATED COSTS OF THE IMPROVEMENTS: 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. After FY 2000-01, the conditions of approval for
any subdivision in the Northwest Quadrant of the City included the planting of trees in the public
Accordingly, the trees within new subdivisions will be added to the City's street tree
right-of-way and annexation of the subdivision parcels to the Street Tree Improvement Zone.
maintenance program and the parcels benefited will be assessed in following fiscal year.
Street trees that are in the street right-of-way, are generally located between the curb and
the Street Tree Improvement Zone receives approximately the same degree of benefit to their
sidewalk andlor property line in the areas of the City as shown in Figure 2. Each property within
equivalent dwelling unit (EDU) based on the average size of a single-family residential lot in the
property. Therefore, staff established a benefit formula in which each zoned parcel is given an
City of Carlsbad (7,500 square feet or 0.17 acres). Thus,-each single-family parcel is given an
EDU of 1.0, while most other parcels, as shown on the following table, are given assessments
divided by 0.17 acres = EDUs. This formula was approved by City Council at the,June 6, 1989
based on acreage to establish an EDU value based on the following formula: Acreage of parcel
regular meeting.
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STREET TREE BENEFIT UNITS AND LAND USE CODES
I I I I I I I
Formula: lfacres < .20, then Benefit Units (BU) = 1.0, otherwise BU = 5.9 x Acres (i.e. AcresJO.17)
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The Street Tree Improvement Zone assessments will not increase in Fiscal Year 2002-03, and
will remain at the same unit rate of $36.10 per EDU as assessed in the last six fiscal years. All
new assessor's parcels, that by petition of the property owner(s) have been added to the Street
Tree Improvement Zone, will be calculated at the same unit rate as used in the last six fiscal
years.
This unit assessment is applied to 13,871 parcels in the Street Tree Improvement Zone. The
total number of EDUs for these parcels amounts to 12,734.08 EDUs. The revenue generated
by these parcels amounts to $457,700.28 (12,734.08 EDUs times $36.10/EDU).
For the specific assessment on each parcel, reference is made to the Assessment Roll at the
full.
Engineering Department, which is incorporated herein by this reference as though set forth in
PART 3 - MEDIAN LANDSCAPING IMPROVEMENT ZONE
PLANS AND SPECIFICATIONS: 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 57 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 repairladjustment, and parking lot
sweeping. A contractual median maintenance program provides for contracting, administering ,
and overseeing median maintenance for approximately 52 acres of City medians. The general
location of the median landscaping improvements are as shown on the City's full scale map
titled "Street Median Improvement Zone Diagram and Median Facilities Location Map for Fiscal
Year 2002-2003" on file at the Engineering Department. A reduced copy of the map is included
as Figure 3 in this report.
DIAGRAM OF THE ASSESSMENT DISTRICT: The diagram of the Assessment District is as
shown on the City's full scale map titled "Street Median Improvement Zone Diagram and
Median Facilities Location Map for Fiscal Year 2002-2003" on file at the Engineering
Department. A reduced copy of the map is included as Figure 3 in this report. The lines and
dimensions of each lot or parcel within Median Landscaping Improvement Zone and the
distinctive assessor's parcel number is shown on the San Diego County Assessor's map which
is also on file at the Engineering Department.
ESTIMATE 0F.THE COST OF THE IMPROVEMENTS: The estimated total cost of maintaining
and servicing the City's inventory of public street tree improvements is $577,780.
The estimated total cost includes the furnishing of all services and materials for the ordinary
and usual maintenance and servicing of the median landscaping. For budgetary purposes, the
costs are segregated into three categories of Personnel, Maintenance and Operations, and
Capital Improvements. These three categories include the following services and expenditures:
City staff assigned to Median Landscaping services, City administration (annual audit of
City's median landscaping assessment, updating expenditures and segregation of the
staff for the maintenance of City medians, providing expertise to City inspectors during
assessments) engineering and legal expenses, coordination between citizens and City
future maintenance, updating of the median mapping and inventory database, checking
inspection of the medians, maintaining as-built records of City street median system for
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proposed improvement plans for conformance with City standards regarding medians,
coordinating with Planning, Engineering and Engineer's of Work to 'ensure that
departmental needs are met, the provision of supplies such as pesticides, fertilizer and
water for irrigation and the cost for purchase of capital equipment and new improvements
for the medians.
The following table shows the breakdown of the estimated total costs into the three budgetary
categories.
TOTAL ESTIMATED FY 2002-03
MEDIAN LANDSCAPING MAINTENANCE & SERVICE COSTS
Personnel
$577,780 Total Cost Estimate
0 Capital Improvements
$ 370,966 Maintenance & Operations
$ 206,814
The net assessable amount to be levied upon the assessable lands within the Assessment
District is $498,160.46. This amount is derived by subtracting the amounts of the current
improvement fund surplus and contributions from other funding sources from the total cost
estimate. The following table shows how the net assessable amount is derived:
FY 2002-03 ~ ~ ~~~~ ~~
NET ASSESSABLE AMOUNT I Total Cost Estimate $577,780.00 1
Less
General Benefit Contribution from General Fund @ 5.95%
$ 498,160.46 Net Assessable Amount
$ 45,241.63 Improvement Fund Surplus
$ 34,377.91
Any share of the benefits received from an improvement that does not provide a special benefit
to the assessed properties is considered to be a general benefit provided by the improvements.
The cost of such general benefit is not to be assessed to the properties in the Assessment
the City has determined that the general benefit is the same percentage (5.95%) as calculated
District, but instead is contributed by the City from the General Fund. For median landscaping,
for the Street Lighting Improvements.
AN ASSESSMENT OF THE ESTIMATED COSTS OF THE IMPROVEMENTS: The Median
Landscaping Improvement Zone to be maintained in Fiscal Year 2002-03 includes two new
areas on El Camino Real located north and south of College Boulevard. This brings the current
City-maintained street median acreage to a total of approximately 57 acres, which includes both
landscaped and hardscaped medians.
This service generally benefits all parcels and residents within the City boundaries. Thus, all
parcels in the City boundary share in the cost of median maintenance using the same EDU
formula as in effect for the Street Tree Improvement Zone. City staff established the 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 1.0, while most other parcels, as
shown on the following table, are given assessments based on acreage to establish an EDU
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value based on the following formula: Acreage of parcel divided by 0.17 acres = EDUs. This
formula was approved by City Council at the June 6, 1989 regular meeting.
LANDSCAPE MAINTENANCE BENEFIT UNITS AND LAND USE CODES
~~ Formula I 40 I Vacant industrial I I I Formula 1 41 I Factory - light manufacturer 1 0.0 I
Formula 1 42 I Factory - heavy manufacturer
90 1 Vacant tax. Govt. property I I I
Formula
Formula: Ifacres < .20, then Benefit Units (BU) = 1.0, otherwise BU = 5.9 x Acres (i.e. Acres/0.17)
Spec./misc. industrial '49 Formula
Industrial condos 47 Formula
Exlractive 8 mining 45 Formula
Small automotive garage 46 Formula
Bulk storage (tanks, etc.) 44 Formula
Warehouse - proc. Or Stor. 43
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The Median Landscaping Improvement Zone assessments will not increase in Fiscal Year
fiscal years. All new assessor's parcels that have been added within the City boundaries are
2002-03, and will remain at the same unit rate of $8.34 per EDU .as assessed in the last six
automatically added to the Median Landscaping Improvement Zone and will be calculated at the
same unit rate as used in the last six fiscal years.
This unit assessment is applied to 48,511 parcels in the Median Landscaping Improvement
Zone. The total number of EDUs for these pafcels amounts to 59,731.47 EDUs. The revenue
generated by these parcels amounts to $498,160.46 (59,731.47 EDUs times $8.34/EDU).
For the specific assessment on each parcel, reference is made to the Assessment Roll on file
at the Engineering Department, which is incorporated herein by this reference as though set
forth in full.
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APPENDIX “A
Figures
pacific
Legend
Legend
I Street Tree Benefit Zone
, Water Body
J
2Y
APPENDIX "B"
Examples of Street Lighting Codes
CITY LIGHTS AT
INTERSECTIONS ONLY
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CITY LIGHTS AT
INTERSECTIONS AND
MIDBLOCK
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NOT TO SCALE
l2 LA MACARENA AVE.
it JACARANDA AVE
71’ 65’
OLIVENHAIN RD. M I3 ;r
CITY LIGHTS
SPACING AT CURRENT
CITY STANDARDS
Dl
CITY LIGHTS ON
MAJOR STREETS, PRIVATE
LIGHTING WITHIN DEVELOPMENT
E2
NOT TO SCALE
CITY LIGHTS
CONDOS AND A.PARTMENTS
NOT TO SCALE
CITY LIGHTS COMMERCIAL AND
INDUSTRIAL
G2
CITY LIGHTS
REDEVELOPMENT AREA
CITY LIGHTS AT
TIME SHARE COMPLEX
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RESOLUTION NO. 2002-184
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CARLSBAD, CALIFORNIA, APPROVING THE ENGINEERS
ASSESSMENTS WITHIN A SPECIAL. ASSESSMENT DISTRICT.
REPORT FOR THE PROCEEDINGS FOR THE ANNUAL LEVY OF
WHEREAS, the City Council of the City of Carlsbad, California, pursuant to the terms of
he Landscaping and Lighting Act of 1972, (Division 15, Part 2 of the State Streets and Highways
:ode, commencing with Section 22500), did by previous resolution initiate proceedings and
rdered the preparation of an Engineer's Report (the "Report") for the annual levy of assessments
vithin a special assessment district, said special assessment district known and designated as
Street Lighting and Landscaping District No. 1 (hereinafter referred to as the "Assessment
Iistrict"); and
WHEREAS, there has now been presented to this City Council the Report as required by
aid 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
,resented, and is satisfied with each and all of the items and documents as set forth therein, and
j satisfied that the assessments, on a preliminary basis, have been distributed in accordance with
le 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
nprovements to be maintained.
B. Estimate of cost, including the amount of the annual installment for the forthcoming
scal year.
C. Diagram of the Assessment District
D. Assessment of the estimated cost.
The Report, as presented, is hereby approved on a preliminary basis, and is ordered to be
led in the Office of the City Clerk as a permanent record and to remain open to public inspection.
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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 Report.
PASSED, APPROVED AND ADOPTED at a regular meeting of the Carlsbad City Council
held on the 18th day of JUNE , 2002 by the following vote, to wit:
AYES: Council Members Lewis, Kulchin, Finnila, Nygaard, Hall
ATTEST
dL1A.w h-7.-
LOR#AIfdE M. WOOD, City Clerk (SEAL)
Page 2 of 2 of Resolution No. 2002-184
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RESOLUTION NO. 2002-185
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
ASSESSMENT 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
ipecial assessment district pursuant to the terms of the Landscaping and Lighting Act of 1972,
Division 15, Part 2 of the State Streets and Highways Code, commencing with Section 22500),
;aid special assessment district known and designated as Street Lighting and Landscaping
listrict No. 1 (hereinafter referred to as the "Assessment District"); and
WHEREAS, the Assessment District is an existing assessment district in which
lssessments are not proposed to be increased, and is exempt from the procedures and
Squirements ofall assessments under California Constitution Article XlllD 5 5 (a); and
WHEREAS, the City Council wishes levy assessments for the next ensuing fiscal year to
'rovide for the costs and expenses necessary to pay for the maintenance of the improvements
tithin the Assessment District: and
WHEREAS, there has been presented and approved by this City Council the Engineer's
Leport (the "Report"), as required by law, and this City Council is desirous of continuing with the
roceedings for said annual levy; and
WHEREAS, the improvements to be maintained shall consist of all originally designated
nd 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
le City Council to levy and collect assessments to pay the annual costs and expenses for the
laintenance andlor servicing of the improvements for the Assessment District, the improvements
enerally described as follows:
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The maintenance of certain street lighting improvements, street trees and median
landscaping improvements, as set forth and described in the 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 Report, which is hereby ordered to be kept on
file and open for public inspection in the Office of the City Clerk.
BOUNDARIES OF ASSESSMENT DISTRICT
SECTION 3. That said improvements are of direct benefit to the properties within the
boundaries of the Assessment District, which Assessment District the legislative body previously
declared to be the area benefited by the improvement, and for particulars, reference is made to
the boundary map as previously approved by the City Council, 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
Assessment District.
REPORT OF ENGINEER
SECTION 4.
A. That the Report, as preliminarily approved by this legislative body, is on file with the
City Clerk and open for public inspection, Reference is made to the Report for a full and detailed
description of the improvements to be maintained, the boundaries of the Assessment District and
any zones. therein, and the proposed assessments upon assessable lots and parcels of land
within the Assessment District.
B. All Street Lighting Improvement Zone, Street Tree Improvement Zone and Median
Landscaping Improvement Zone assessments are to remain the same as the previous year and
all new assessments added to the tax roll will be calculated at the same unit rates as Fiscal Years
1996-97. 1997-98, 1998-99, 1999-00, 2000-01 and 2001-02.
Page 2 of 4 of Resolution No. 2002-185
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PUBLIC HEARING
SECTION 5. Notice is hereby given that a,public hearing is scheduled in the regular
meeting place of the City Council, being the Council Chambers, City Hall, on’ the following date
and time:
Tuesday, July 23, 2002, at 6:OO p.m.
At that time, this legislative body will hear protests or objections in reference to the annual
levy of assessments and to any other matters contained in this resolution. Any persons who wish
to object to the proceedings or the annual levy should file a written protest with the City Clerk prior
to the time set for the .public hearing. If there is a majority protest against the levy of an annual
assessment that is increased from the previous year. the proposed increase in the assessments
shall be 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 District.
NOTICE
SECTION 6. That the City Clerk is hereby authorized and directed to give notice as
required by law by causing a copy of this resolution to be published in a newspaper of general
circulation within the City of Carlsbad, said publication to be completed not less than ten (IO) days
prior to the date set for the public hearing.
Resolution No. 2002-185
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PROCEEDINGS INQUlRlESlPROTESTS
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:
DAVID HAUSER DEPUTY CITY ENGINEER
PUBLIC WORKS CITY OF CARLSBAD
TELEPHONE: (760) 602-2739
Owners of property within the Assessment District may mail written protests to the
following address:
CITY CLERK
1200 CARLSBAD VILLAGE DRIVE
CITY OF CARLSBAD
CARLSBAD, CA 92008
PASSED, APPROVED AND ADOPTED at a regular meeting of the Carlsbad City Council
held on the 18th day of JUNE , 2002 by the following vote, to wit:
AYES: Council Mepbers Lewis, Kulchin, Finnila, Nygaard, Hall
ATTEST ;A&.t& h m%.
LOR#AIhE M. WOOD, City Clerk (SEAL)
Page 4 of 4 of Resolution No. 2002-185