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HomeMy WebLinkAbout2003-06-03; City Council; 17190; Street Lighting & Landscape District No. 1 FY03-04CITY OF CARLSBAD - AGENDA BILL 17,190 AB# MTG. 6/03/03 DEPT. FIN TITLE: STREET LIGHTING AND LANDSCAPE DISTRICT NO. 1 : INITIATING PROCEEDINGS FOR FISCAL YEAR 2003-2004 CITY MGR. - RECOMMENDED ACTION: Adopt Resolution No. 2003-138 Engineer's Report for a Special Maintenance District. Adopt Resolution No. 2003-139 , approving the Preliminary Engineer's Report. , initiating proceedings and ordering the preparation of an Adopt Resolution No. 2003-140 , setting a public hearing for July 8, 2003. 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 2003-2004 in compliance with the procedures of the California Streets and Highways Code. BACKGROUND: In 1983, the City of Carlsbad Street Lighting and Landscaping District ("Assessment 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 Assessment 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 special benefit. The Street Lighting Improvement Zone is identified as a Citywide zone formed with the intent for all assessable parcels within the City to pay benefiting assessments as the parcels are developed and streetlights are added. On June 6, 1989, Council approved the addition of two landscaping zones to the original Assessment District. The two zones formed were a Street Tree Improvement Zone and a Median 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 Median Improvement Zone funds the cost of maintaining the street medians located throughout the City. This improvement zone is a Citywide zone and includes plant and tree maintenance care 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 seven fiscal years and will be included and detailed in the attached Preliminary Engineer's Report, for which staff is requesting Council approval for Fiscal Year 2003-2004. i Page 2 of Agenda Bill No. 17,190 TOTAL Fiscal Year 2003-2004 Assessment District Processing: $70.44 $70.44 -0- As shown in the following table, a single-family residential parcel that 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 2003-2004, the same as for the previous seven fiscal years. ASSESSMENT SUMMARY FOR THE AVERAGE SIN GLE-FAMI LY PARCEL parcels . Staff will present a comprehensive report on the maintenance and operations procedures of the Assessment District, as introduced in the attached Preliminary Engineer's Report, at the public hearing scheduled for July 8, 2003. FISCAL IMPACT: The Fiscal Year 2003-2004 Street Lighting and Landscaping District No. 1 total budget for the three zones is projected to be $2,367,856. Other Special Revenue funds will contribute $10,500 to the Street Lighting Improvement Fund for the personnel and operations services. The City's General fund will contribute $28,000 to the Street Lighting Improvement Fund to cover the operations and maintenance costs for the City street lights adjacent to City properties, since City-owned parcels are non-assessable on the County tax rolls. Interest earned on cash reserves will contribute an additional $20,000 to the fund. In addition, the City's General fund will contribute $90,000 to the Street Tree Improvement Fund 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. Interest earned on cash reserves will contribute an additional $30,000 to the fund. The City's General fund will also contribute $122,580 to the Street Lighting Improvement Fund, $37,911 to the Street Tree Improvement Fund, and $34,378 to the Median Landscaping Improvement Fund as "General Benefit" assessments, as further described in the Preliminary Engineer's Report. The total to be collected from assessments is $1,583,752. A further breakdown of the three zones follows: ~ Total 1 $2,367,856 I $1,583,752 I$194,869 1 $178,500 1 $362,590 1 $2,319,711 1 2 Page 3 of Agenda Bill No. 17,190 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 provisions of previously referenced Proposition 218, which requires a notice and ballot being sent to each property owner assessed followed by a hearing. Two of the three improvement zones (Street Lighting and Street Trees) have maintained a sufficient surplus in their fund balances to cover the shortfalls for the past seven fiscal years, including the projected 2003-2004 fiscal year. Total revenues in the Median Landscaping Improvement Fund will not be sufficient to cover anticipated costs for the upcoming fiscal year, and there is no longer a fund balance available to cover this deficit. In the 2003-2004 fiscal year, staff will be coming back to Council to address the projected deficit in this fund, and to provide the Council with options for the funding of this deficit. EXHIBITS: 1. Order of Procedure. 2. Resolution No. 2003-138 , ordering the preparation of an Engineer's Report. 3. Engineer's Report. 4. Resolution No. 2003-139 , approving the Engineer's Report. 5. Resolution No. 2003-140 , setting a public hearing for July 8, 2003. DEPARTMENT CONTACT: KEVIN BRANCA; (760) 602-241 8; kbran@ci.carlsbad.ca.us EXHIBIT I ORDER OF PROCEDURE CITY OF CARLSBAD STREET LIGHTING AND LANDSCAPING DISTRICT NO. 1 Date of Meeting: City Council: Date of Public Hearing: June 3,2003 Adopt Resolution initiating proceedings and ordering the preparation of an Engineer's Report. Adopt Resolution approving Engineer's Report. Adopt Resolution Setting a Public Hearing. July 8, 2003 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 RESOLUTION NO. 2003-138 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 ENGINEER'S REPORT FOR A SPECIAL ASSESSMENT DISTRICT WHEREAS, the City Council of the City of Carlsbad, California previously formed a special 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). the special assessment district is known and designated as Street Lighting and Landscaping District No. 1 (hereinafter referred to as the "Assessment District"); and WHEREAS, the Assessment District is an existing assessment district in which assessments are not proposed to be increased, and is therefore exempt from the procedures and *equirements pursuant to California Constitution Article XlllD § 5 (a); and WHEREAS, the City Council wishes to initiate proceedings to provide for the annual levy ,f assessments for the next ensuing fiscal year to provide for the annual costs for maintenance of mprovements 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 .his legislative body to levy and collect assessments to pay the annual costs and expenses for the naintenance and/or servicing of the Improvements for the Assessment District, with the mprovements generally described as follows: The maintenance of certain street lighting improvements, street trees, and median andscaping improvements, as set forth and described in the Engineer's Report (the "Report") 3ttached as Exhibit 3 and incorporated herein by this reference. The proposed new 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 improvements to be maintained and serviced caused generally by new development within the Assessment District 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. REPORT OF ENGINEER SECTION 3. That the Improvements are hereby referred to Harris 81 Associates, 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. to be assessed; C. A diagram for the Assessment District, showing the area and properties proposed An estimate of the cost of the maintenance andlor servicing of the Improvements for the Assessment District for the Fiscal Year 2003-04; 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. Ill Ill Ill Ill Ill Ill Ill Ill Page 2 of 3 of Resolution No. 2003-138 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 FISCAL YEAR SECTION 4. That the Report shall include all costs and expenses of said maintenance and/or servicing relating to the fiscal year commencing July 1, 2003 and ending June 30, 2004. PASSED, APPROVED, AND ADOPTED at a regular meeting of the Carlsbad City Council ield on the 3rd day of JUNE , 2003 by the following vote, to wit: AYES: Council Members Lewis, Finnila, Kulchin, Hall, Packard NOES: None ABSENT: None ATTEST (SEAL) Page 3 of 3 of Resolution No. 2003-138 Exhibit 3 CITY OF CARLSBAD STREET LIGHTING AND LANDSCAPING DISTRICT NO. I PRELIMINARY ANNUAL ENGINEER'S REPORT FISCAL YEAR 2003-2004 Harris & Associates RCE 41965 Exp. 3/31/04 May 22,2003 Date a Exhibit 3 con’t. City of Carlsbad May 22,2003 Street Lighting and Landscaping District No. 1 Preliminary Annual Engineer’s Report - FY 2003-04 Page 1 INTRODUCTION This report constitutes the Engineer’s Report for City of Carlsbad Street Lighting and Landscaping District No. 1 (“Assessment District”) and was prepared at the Direction of the Carlsbad City Council pursuant to the requirements of 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 (“Act“). The report applies to Fiscal Year 2003-2004 commencing July 1, 2003 and ending on June 30, 2004 (“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 boundaries of the Assessment District, the boundaries of the specified improvement zone within the Assessment District, and the lines and dimensions of each lot or parcel 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 detailed 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 from the preceding fiscal year. c. The amount of any contributions to be made from sources other than assessments levied pursuant to the Assessment District. d. The amount, if any, of the annual installment for the fiscal year where the City 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 referred 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. 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. .. City of Carlsbad Exhibit 3 con’t. May 22,2003 Street Lighting and Landscaping District No. I Preliminary Annual Engineer’s Report - FY 2003-04 Page 2 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 improve men t s . PART 1 - STREET LIGHTING IMPROVEMENT ZONE PLANS AND SPECIFICATIONS: The improvement work consists of maintenance and servicing of the 6,348 street lights within the boundaries of the Assessment District including all supporting poles, mast arms, pull boxes, wiring, conduits and other appurtenances. The total number of street lights maintained and serviced includes 53 new streetlights added to the street light inventory during Fiscal Year 2002-2003. The general location of the street light improvements are as shown on the City’s full-scale map titled “Street Lighting Improvement Zone Diagram and Lighting Facilities Location Map for Fiscal Year 2003-2004” on file at the 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 2003-2004” 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 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 lighting improvements is $1,165,034. 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 Persortnel, 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, coordinating with Planning, Engineering and Engineer’s of Work to ensure that departmental needs are met, the provision of electrical current and the cost for purchase of capital equipment and new street light facilities. The following table shows the breakdown of the estimated total costs into the three budgetary categories. City of Carlsbad Exhibit 3 con’t. May 22,2003 Street Lighting and Landscaping District No. 1 Preliminary Annual Engineer’s Report - FY 2003-04 Page 3 TOTAL ESTIMATED FY 2003-04 STREET LIGHTING MAINTENANCE & SERVICE COSTS Personnel $1 54,805 Maintenance & Operations $1,010,229 Capital Improvements $0 Total Cost Estimate $1 ,I 65,034 The net assessable amount to be levied upon the assessable lands within the Assessment District is $703,160. 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 2003-04 NET ASSESSABLE AMOUNT - STREET LIGHTING MAINTENANCE ITotal Cost Estimate $1 .I65034 1 I Less: I Contribution for Services Public Parcels $38,500 General Benefit Contribution $122,580 Interest Earned $20,000 Fund Balance from Previous Fiscal Year $953,540 Plus: Estimated Fund Reserve at end of Fiscal Year $672,746 Net Assessable Amount $703,160 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 $1 0,500 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 has determined that general benefit is derived exclusively along the City’s arterial roads. The amount of general benefit is established by multiplying the number of arterial street lights by 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. City of Carlsbad Exhibit 3 con’t. May 22,2003 Street Lighting and Landscaping District No. 1 Preliminary Annual Engineer’s Report - FY 2003-04 Page 4 Lamp Size (Watts) Number Monthly Monthly Annual Avg Annual Lights Rate Amount Amount Cost per Light Total 6,348 $535,528.56 Annual Amount Difference between Subtotal-1 & Subtotal-2 General Benefit = Total Est. Cost less public parcel contribution General Benefit Percentage Annual Amount Difference times No. of High Wattage Lights 70 100 150 Subtotal-I $69.49 1,402 $4.35 $6,098.70 $73,184.40 3,089 $5.83 $18,008.87 $216,106.44 93 $7.98 $742.14 $8,905.68 4,584 $298,196.52 $65.05 $1 22,580.36 $1,126,534 10.88% 200 250 400 Subtotal-2 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, 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. 1,117 $10.14 $11,326.38 $135,916.56 640 $1 2.99 $8,313.60 $99,763.20 7 $19.67 $137.69 $1,652.28 1,764 $237,332.04 $1 34.54 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 costs for the initial 18-month period. The units in a development are assessed the following fiscal year after the street lights are energized. 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 A of this Engineer’s Report. CODE AI * Street lights at intersections only (residential) CODE B1* Street lights at intersections and mid-block (residential) City of Carlsbad Exhibit 3 con’t. May 22,2003 Street Lighting and Landscaping District No. 1 Preliminary Annual Engineer’s Report - FY 2003-04 Page 5 CODE C1* Street light spacing at current City engineering standards (residential) CODE D1* 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 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 * 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. 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, B1, C1, and D1, 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 are also based on front footage. Code HI only includes time share units, which are all assigned the same cost per unit. METHOD OF ASSESSMENT FOR STREET LIGHTING Street Lighting Code Benefit Unit AI, 61, C E2 F2 G2 HI I D1 Residential dwelling unit = one benefit unit Commercial, residential and redevelopment area = one front foot of street frontage = one benefit unit Time shares = $0.20 per weekly unit The Street Lighting Zone assessments will not increase in Fiscal Year 2003-04, and will remain at the same unit rates as assessed in the last seven fiscal years. All new assessor’s parcels, that 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 seven fiscal years. I May 22,2003 Page 6 Exhibit 3 con’t. City of Carlsbad Street Lighting and Landscaping District No. 1 Preliminary Annual Engineer’s Report - FY 2003-04 The rate per assessment unit for Fiscal Year 2003-04 in each of the eight codes is shown in the following table. STREET LIGHTING ASSESSMENT UNIT RATES Street Li htin Code Rate per Unit $14.84 / Unit $23.94 / Unit c- 1 $26.00 / Unit D- 1 $6.90 / Unit H-I $0.20 / Unit E-2 $0.372765 / Foot F-2 $0.580858 / Foot G-2 $2.690464 / Foot 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. 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 600 street tree order/requests, removes over 25 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 2003-2004” 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 2003-2004” 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 $697,979. 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) 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 City of Carlsbad Exhibit 3 con’t. May 22,2003 Street Lighting and Landscaping District No. 1 Preliminary Annual Engineer’s Report - FY 2003-04 Page 7 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 2003-04 STREET TREE MAINTENANCE & SERVICE COSTS Personnel $373,972 Maintenance & ODerations $324.007 Capital Improvements $0 Total Cost Estimate $697,979 The net assessable amount to be levied upon the assessable lands within the Assessment District is $458,092. 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 2003-04 NET ASSESSABLE AMOUNT - STREET TREE MAINTENANCE Total Cost Estimate $697,979 Less: Contribution for Services Public Parcels $90,000 General Benefit Contribution $37,911 Interest Earned $30,000 Fund Balance from Previous Fiscal Year $835.1 13 Plus: $753,137 Net Assessable Amount $458.092 Estimated Fund Reserve at end of Fiscal Year 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 as in the previous year. 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 to present, new development has not included street trees in the public right-of-way as part of required street improvements. Street trees that are in the street right-of-way are generally located between the curb and sidewalk andlor property line in the areas of the City as shown in Figure 2. Each property within the Street Tree Improvement 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 City of Carlsbad Street Lighting and Landscaping District No. I Exhibit 3 con’t. May 22,2003 Preliminary Annual Engineer’s Report - FY 2003-04 Page 8 EDU of 1.0, while most other parcels, as shown on the following table, are given assessments based on acreage to establish an EDU 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. STREET TREE BENEFIT UNITS AND LAND USE CODES Formula: If acres < .20, then Benefit Units (BU) = 1 .O, otherwise BU = 5.9 x Acres (i.e. Acres/O.l7) Exhibit 3 con’t. City of Carlsbad May 22,2003 Street Lighting and Landscaping District No. 1 Preliminary Annual Engineer’s Report - FY 2003-04 Page 9 The Street Tree Improvement Zone assessments will not increase in Fiscal Year 2003-04, and will remain at the same unit rate of $36.10 per EDU as assessed in the last seven 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 seven fiscal years. This unit assessment is applied to 13,920 parcels in the Street Tree Improvement Zone. The total number of EDUs for these parcels amounts to 12,689.52 EDUs. The revenue generated by these parcels amounts to $458,092 (12,689.52 EDUs times $36.10/EDU). For the specific assessment on each parcel, reference is made to the Assessment Roll at the Engineering Department, which is incorporated herein by this reference as though set forth in full. 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 40 acres of landscaped medians and 8 acres of planter boxes, downtown fountain, landscape pockets and parking lots. Maintenance includes trash pick-up, weed control, pruning, planting, pesticide/fertilizer application, removals, replanting, irrigation repair/adjustment, and parking lot sweeping. A contractual median maintenance program provides for contracting, administering and overseeing median maintenance for approximately 35 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 2003-2004” 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 2003-2004” 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 OF THE COST OF THE IMPROVEMENTS: The estimated total cost of maintaining and servicing the City’s inventory of public street tree improvements is $504,843. 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 assessments) engineering and legal expenses, coordination between citizens and City staff for the maintenance of City medians, providing expertise to City inspectors during inspection of the medians, maintaining as-built records of City street median system for future maintenance, updating of the median mapping and inventory database, checking proposed improvement plans for conformance with City standards regarding medians, coordinating with Planning, Engineering and Engineer’s of Work to ensure that May 22,2003 Page 10 City of Carlsbad Street Lighting and Landscaping District No. 1 Preliminary Annual Engineer’s Report - FY 2003-04 Exhibit 3 con’t. Personnel $1 39,99c Maintenance & Operations $364,847 Catital lmmovements $0 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 2003-04 MEDIAN LANDSCAPING MAINTENANCE & SERVICE COSTS ITotal Cost Estimate $504,843 1 The net assessable amount to be levied upon the assessable lands within the Assessment District is $422,500. 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 2003-04 NET ASSESSABLE AMOUNT - MEDIAN MAINTENANCE Total Cost Estimate $504,843 Less: General Benefit Contribution $34,378 Fund Balance from Previous Fiscal Year $0 General Fund Loan $47,965 Plus: Estimated Fund Reserve at end of Fiscal Year $0 Net Assessable Amount $422,500 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 median landscaping, the City has determined that the general benefit is the same as in the previous year. AN ASSESSMENT OF THE ESTIMATED COSTS OF THE IMPROVEMENTS: The Median Landscaping Improvement Zone to be maintained in Fiscal Year 2003-04 includes one new area on Poinsettia Lane. This brings the current City-maintained street median acreage to a total of approximately 40 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 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. City of Carlsbad Exhibit 3 con’t. May 22,2003 Street Lighting and Landscaping District No. 1 Preliminary Annual Engineer’s Report - FY 2003-04 Page 11 LANDSCAPE MAINTENANCE BENEFIT UNITS AND LAND USE CODES Formula: Ifacres < .20, then Benefit Units (BU) = 1.0, otherwise BU = 5.9 x Acres (Le. Acres/O 17) The Median Landscaping Improvement Zone assessments will not increase in Fiscal Year 2003-04, and will remain at the same unit rate of $8.34 per EDU as assessed in the last seven fiscal years. All new assessor’s parcels that have been added within the City boundaries are IC City of Carlsbad Exhibit 3 con’t. May 22,2003 Street Lighting and Landscaping District No. 1 Preliminary Annual Engineer’s Report - FY 2003-04 Page 12 automatically added to the Median Landscaping Improvement Zone and will be calculated at the same unit rate as used in the last seven fiscal years. This unit assessment is applied to 49,472 parcels in the Median Landscaping Improvement Zone. The total number of EDUs for these parcels amounts to 50,659.44 EDUs. The revenue generated by these parcels amounts to $422,500 (50,659.44 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. Zone 1: Cily hed and Maintained Llghls A1 - CITY LIGHTS AT INTERSECTIONS ONLY (ResldanUal) 81 . ClN LIGHTS AT INTERSECTIONS AND MIDBLOCK (Resldenllal) Cl -CITY LIGHTS - SPACING AT CURRENT ENGINEERING STANDARDS (Residsnllol) 01 - CITY LIGHTS ON MAJOR STREETS PRIVATE LIGHTING ON PRIVATE STREETS (Resldenbl €2 -CITY LIGHTS CONOOSlLPARTMENTS OVER 10 UNITS (REOUIRES FRONT FOOTAGE) F2 - CITY LIGHTS COMMERCIMJINDUSTRIAL (REOUIRES FRONT FOOTAGE) 02. CITY LIGHTS REOEVELOPMENT AREA (REaUIRES FRONT FOOTAGE) H1 -CITY LIGHTS SURROUNDING TIME SHARE COMPLEX m -lgllq.at-- b - -.I VIUE SWES YlLLPAIAMr PATE ff Iop 20 PER UWTl ,c- Fullln Annexalms & Op.nS- !one 2 3 Non BeneRtUw. UndevdOp.dAraBs In0 asESSsrnenls) 3 Water ~~dy Map created by the Cify of Can'sbad GIS. Dortfons of this DERIVED PRODUCT _._ :Ontatn geogmphtc mformalton copynghted by SanG/S. All Rights Resewed. Pnnled 20 May 2003 City of Carlsbad GIS Pacific Ocean Legend Street Tree Benefit 0 Water Body 3p created by the City of Carlsbad GlS )rtions of this DERIVED PRODUCT ntarn geographic informabon copynghted SanGlS All Rights Resewed IMlod--oorn../.”mm .I - 2Mad.ll m.d ,. . .. ... ..r i .. ., . . ,* 1.- . n Legend 0 Median Landscaping Benefit Zone / Existing Median Locations ./" Future Median Locations Median Maintained by Others Water Body Map created by the City of Carlsbad GIS. Portions of this DERIVED PRODUCT contain geographic information copyrighted by SanGIS. All Rights Reserved. Printed 6 May 2003 Ciiy of Carlsbad GIS #w=a-hns.- I.*( mI Exhibit 3. (cont.) APPENDIX “A” Examples of Street Lighting Codes Exhibit 3 (cont.) AI CITY LIGHTS AT INTERSECTIONS ONLY Exhibit 3 (cont.) BI CITY LIGHTS AT INTERSECTIONS AND 'MIDBLOCK LA MACARENA AVE. ' JACARANDA AVE. CI TY LI G HTS SPACING AT CURRENT CITY STANDARDS M d n 4 v) 0 I3 K U z a Exhibit 3 (cont.) NOT TO SCALE E C Exhibit 3 (cont.) DI CITY LIGHTS ON MAJOR STREETS, PRIVATE LI GHTl NG WITHIN DEVELOPMENT Exhibit 3 (cod) $, NOT TO SCALE E2 CITY LIGHTS CONDOS AND APARTMENTS F2 CITY LIGHTS COMMERCIAL AND I NDUSTRI AL Exhibit 3 (cont.) G2 CITY LIGHTS REDEVELOPMENT AREA Exhibit 3 (cont.) HI CITY LIGHTS AT TIME SHARE COMPLEX 1 2 3 4 5 6 7 a 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 RESOLUTION NO. 2003-139 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFORNIA, APPROVING THE PRELIMINARY ENGINEER'S REPORT FOR THE PROCEEDINGS FOR THE ANNUAL LEVY OF ASSESSMENTS WITHIN A SPECIAL ASSESSMENT 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, commencing with Section 22500), did by previous resolution initiate proceedings and xdered the preparation of an Engineer's Report (the "Report") for the annual levy of assessments ilYithin 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 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 xesented, and is satisfied with each and all of the items and documents as set forth therein, and s satisfied that the assessments, on a preliminary basis, have been distributed in accordance with .he 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 mprovements to be maintained. 6. Estimate of cost, including the amount of the annual installment for the forthcoming 'iscal year. C. D. Diagram of the Assessment District. Assessment of the estimated cost. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 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. 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 3rd day of JUNE , 2003 by the following vote, to wit: AYES: Council Members Lewis, Finnila, Kulchin, Hall, Packard ATTEST LORRAINE M. W (SEAL) Page 2 of 2 of Resolution No. 2003-139 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 RESOLUTION NO. 2003-140 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 SElTlNG A TIME AND PLACE FOR A PUBLIC HEARING THEREON WHEREAS, the City Council of the City of Carlsbad, California, has previously formed a special 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 Iistrict No. 1 (hereinafter referred to as the "Assessment District"); and WHEREAS, the Assessment District is an existing assessment district in which assessments are not proposed to be increased, and is exempt from the procedures and ,equirements of all assessments under California Constitution Article XlllD 5 5 (a); and WHEREAS, the City Council wishes levy assessments for the next ensuing fiscal year to irovide for the costs and expenses necessaiy to pay for the maintenance of the improvements vithin the Assessment District; and WHEREAS, there has been presented and approved by this City Council the Engineer's ieport (the "Report"), as required by law, and this City Council is desirous of continuing with the woceedings for said annual levy; and WHEREAS, the improvements to be maintained shall consist of all originally designated tnd 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 he City Council to levy and collect assessments to pay the annual costs and expenses for the naintenance and/or servicing of the improvements for the Assessment District, the improvements lenerally described as follows: 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 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 Dffice of the City Clerk and open for public inspection, and is designated by the name of this 4ssessment District. REPORT OF ENGINEER SECTION 4. A. That the Report, as preliminarily approved by this legislative body, is on file with the 3ty Clerk and open for public inspection. Reference is made to the Report for a full and detailed jescription of the improvements to be maintained, the boundaries of the Assessment District and my zones therein, and the proposed assessments upon assessable lots and parcels of land Nithin the Assessment District. B. All Street Lighting Improvement Zone, Street Tree Improvement Zone and Median _andscaping Improvement Zone assessments are to remain the same as the previous year and dl 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, 2001 -02 and 2002-03. Page 2 of 4 of Resolution No. 2003-140 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 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 8, 2003, 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. VI vi Ill VI VI Iii Itt Ill Ill Ill Ill Page 3 of 4 of Resolution No. 2003-140 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 PROCEED I NGS I NQU I RIES/PROTESTS SECTION 7. For any and all information relating to these proceedings, including information relating to protest procedure, your attention is directed to the person designated below: JOAN E. COX ASSESSMENT ENGINEER HARRIS & ASSOCIATES TELEPHONE: (800) 827-4901 EXT. 337 Owners of property within the Assessment District may mail written protests to the following address: CITY CLERK CITY OF CARLSBAD 1200 CARLSBAD VILLAGE DRIVE CARLSBAD, CA 92008 PASSED, APPROVED AND ADOPTED at a regular meeting of the Carlsbad City Council held on the 3rd day of JUNE , 2003 by the following vote, to wit: AYES: Council Members Lewis, Finnila, Kulchin, Hall, Packard NOES: None ABSENT: None ATTEST (SEAL) Page 4 of 4 of Resolution No. 2003-140