Loading...
HomeMy WebLinkAbout2003-07-08; City Council; 17235; Street Lighting & Landscape District No. 14B# 17,235 VITG. 7/08/03 IEPT. FIN TITLE: DEPT. HD. ''lWiL6 STREET LIGHTING AND LANDSCAPING DISTRICT NO. I AVERAGE ASSESSMENT FISCAL YEARS 1996-1997 IMPROVEMENT ZONE THROUGH 2002-2003 I CITY ATTY. AVERAGE CHANGE IN ASSESSMENTS AVERAGE FISCAL YEAR 2003-2004 ASSESSMENTS lClTY MGR. % PUBLIC HEARING Street Lighting Street Tree Median LandscaDina RECOMMENDED ACTION: That a public hearing be held to consider a staff report, receive public comment, and approve Resolution No. 2003-183 , confirming the diagram and assessment and providing for the levy of the annual assessment for Street Lighting and Landscaping District No. 1. $26.00 *$26.00 -0- $36.10 . $36.10 -0- $ 8.34 ti 8.34 -0- ITEM EXPLANATION: TOTAL $70.44 $70.44 At their meetin approved the Engineer's Report, and set tonight's public hearing (July 8, $003). Tonight, staff will present a report outlinin the maintenance and associated costs to be performed improvement zones: Street Lighting, Street Tree, and Median Landscaping, as detailed in the reviously approved En ineer's Report. The "General Benefit" first became a requirement with the 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. The resolution settin tonight's public hearing was published in the North County Times at least ten At the close of the public hearing, Council is requested to adopt the attached resolution confirming the dia ram and assessment and providing for the levy of the annual assessments for Fiscal Year 2003-2%04. of June 3, 2003, the City Council a proved three resolutions that initiated proceedings an ? ordered the preparation of an Engineer's F? eport for a S ecial Assessment District, during the upcoming fiscal year, and t ii e City's contribution of a "General Benefit" for three bistrict's processin in B iscal year 1997-1 998 in compliance with Proposition 21 8. Any share of the benefits received ? rom an improvement that does not provide a special benefit to the assessed days prior to this pub B ic hearing. -a- FISCAL YEAR 2003-2004 ASSESSMENT DISTRICT PROCESSING: As shown in the following table, a sin le-family residential parcel that benefits from the Street Zone will have an assessment of $70.44 for Fiscal Year 2003-2004, the same as for the previous seven fiscal years. Lighting Improvement Zone, Street Tree 7 mprovement Zone, and Median Landscaping Improvement ASSESSMENT SUMMARY FOR THE AVERAGE SING LE-FAMI LY PARCEL * Assessment rate represents a single-family residence within a code with the largest number of single-family residential parcels. c Page 2 of Agenda Bill No. 17,235 IMPROVEMENT TOTAL ASSESSMENT ZONE BUDGET COLLECTION FISCAL IMPACT: GENERAL CONTRIBUTION AMOUNT BENEFIT FROM OTHER FROM TOTAL (GEdCRAL FUNDS AND FUND FUNDING FUND) INTEREST RESERVES SOURCES The Fiscal Year 2003-2004 Street Lighting and Landscaping District No. 1 total budget for the three zones listed above 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. These contributions total $58,500, as shown in the table below. 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 Council 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. This contributions total $120,000, as shown in the table below. 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 Engineer's Report. The actual total to be collected from assessments from these three districts is $1,591,625. A further breakdown of the three zones follows: Street Lighting Street Tree Median $1,165,034 $ 703,160 $ 122,580 $ 58,500 $280,794 $1,165,034 $ 697,979 $ 460,687 $ 37,911 $120,000 $ 79,381 $ 697,979 $ 504,843 $ 427,778 $ 34,378 $ O$ 0 $ 462,156 TOTAL $2,367,856 $1,591,625 $194,869 $1 78.500 $360,175 $2,325,169 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 21 8, which requires a notice and ballot being sent to each assessed property owner 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 the 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 return to Council to address the projected deficit in this fund, and to provide the Council with options for the future funding of all three maintenance zones. EXHIBITS : 1. Order of Procedure. , 2. Approved Engineer's Report. 3. Resolution No. 2003-183 , confirming the diagram and assessment and providing for the levy of the annual assessment for Street Lighting and Landscaping District No. 1. DEPARTMENT CONTACT: Kevin Branca; (760) 602-241 8; kbran@ci.carlsbad.ca.us Exhibit 1 ORDER OF PROCEDURE CITY OF CARLSBAD MAYOR: STREET LIGHTING AND LANDSCAPING DISTRICT NO. I DATE OF PUBLIC HEARING: JULY 8,2003 "This is the time and place fixed for the public hearing relating to the levy of certain assessments to cover the cost of maintenance for certain street improvements existing within the boundaries of Street Lighting and Landscaping District No. 7. " (Address the City Clerk) "Has proper notice been given in the manner and form as required by law, and is a Certificate of Compliance on file and open for public inspection?" CITY CLERK: Verifies and gives date of legal notice. MAYOR: STAFF: "And now staff will present a report based on the approved Engineer's Report. " Provide description of boundaries of district. Explain extent of maintenance work. Present and summarize report pursuant to the provisions of the Landscaping and Lighting Act of 1972. Explain method and formula of assessment spread. Report on protests received and announce that copies have been delivered to each member of the legislative body. END OF STAFF REPORT - OPEN FOR PUBLIC DISCUSSION MAYOR: STAFF: "This public hearing is now open for public discussion. Will any person who is opposed to the assessment district step forward and present his or her opposition to the following: + Boundaries of the district. + Extent of works of maintenance or method of assessment spread. " "Next, Will any person wishing to speak in favor the district come forward. " Give final report on protests received. Presentation of proposed changes, if any. CITY COUNCIL: Discussion MAYOR: "This public hearing is now closed. " Exhibit 2 CITY OF CARLSBAD STREET LIGHTING AND LANDSCAPING DISTRICT NO. 1 FINAL ANNUAL ENGINEER’S REPORT FISCAL YEAR 2003-2004 doan E. Cox, PE Harris & Associates RCE 41965 Exp. 3/31/04 June 24,2003 Date City of Carlsbad June 24,2003 Street Lighting and Landscaping District No. 1 Final 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. 2. 3. 4. PLANS AND SPECIFICATIONS FOR THE IMPROVEMENTS. The plans and specifications describe the general nature, location and extent of the improvements to be maintained. 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. AN ESTIMATE OF THE COSTS OF THE IMPROVEMENTS. The estimate of costs of the improvements contains estimates for the following: a. b. C. d. e. The total cost of maintaining and servicing the improvements for the specified improvement zone including all incidental expenses for the Fiscal Year. The amount of any surplus or deficit in the improvement fund to be carried over from the preceding fiscal year. The amount of any contributions to be made from sources other than assessments levied pursuant to the Assessment District. 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. 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. 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. b. State the net amount to be assessed upon the assessable lands within the Assessment District. 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 June 24,2003 Street Lighting and Landscaping District No. 1 Final Annual Engineer’s ReDort - FY 2003-04 Paae 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 i m prove men ts . PART I - 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 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, 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 June 24,2003 Street Lighting and Landscaping District No. 1 Final Annual Engineer’s Report - FY 2003-04 Page 3 TOTAL ESTIMATED FY 2003-04 STREET LIGHTING MAINTENANCE 81 SERVICE COSTS Personnel $1 54,805 Maintenance & Operations $1,010,229 $0 Total Cost Estimate $1 ,I 65,034 Capital I m prove men ts 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 )Total Cost Estimate $1.165.034 I Less: Contribution for Services Public Parcels $38,500 General Benefit Contribution $1 22.580 Interest Earned $20;000 Fund Balance from Previous Fiscal Year $953,540 I Plus: I 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. 7 City of Carlsbad June 24,2003 Street Lighting and Landscaping District No. 1 Final Annual Engineer’s Report - FY 2003-04 Page 4 Lamp Size Number Monthly Monthly Annual (Watts) Lights Rate Amount Amount Avg Annual Cost per Light Total 6,348 $535,528.56 Annual Amount Difference between Subtotal-1 & Subtotal-2 $69.49 General Benefit = $122,580.36 Total Est. Cost less public parcel contribution $1,126,534 General Benefit Percentage 10.88% Annual Amount Difference times No. of High Wattage Lights 70 1,402 $4.35 $6,098.70 $73,184.40 100 3,089 $5.83 $18,008.87 $216,106.44 150 93 $7.98 $742.14 $8,905.68 Su btotal-I 4 , 584 $298,196.52 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. $65.05 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 200 1,117 $10.14 $11,326.38 $135,916.56 250 640 $1 2.99 $8,313.60 $99,763.20 400 7 $19.67 $1 37.69 $1,652.28 Subtotal-2 1.764 $237-332.04 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 A1 * CODE B1* Street lights at intersections only (residential) Street lights at intersections and mid-block (residential) $1 34.54 City of Carlsbad June 24,2003 Street Lighting and Landscaping District No. 1 Final Annual Engineer's Report - FY 2003-04 Page 5 CODE C1* Street light spacing at current City engineering standards (residential) CODE Dl* City owned street lights on surrounding streets, private lighting within development (single-family residential, only adjacent City lights will be calculated for code assessment cost) CODE E2** Street light spacing at current City standard, condos and apartment buildings, ten units and above CODE F2** CODE G2** CODE H 1 *** * 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. ** The method of assessment for codes within Zone 1 is based on units as shown in the following table. In the case of codes Al, 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 H1 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 Al, B1, C1, D1 Residential dwelling unit = one benefit unit Commercial, residential and redevelopment area = one front foot of street frontage = one benefit unit E2 F2 G2 H1 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. City of Carlsbad June 24,2003 Street Lighting and Landscaping District No. 1 Final Annual Engineer’s Report - FY 2003-04 Page 6 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 Lighting Code Rate per Unit A- 1 $14.84 / Unit I - - - . .. - B- 1 $23.94 / Unit I $26.00 / Unit $6.90 / Unit $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 June 24,2003 Street Lighting and Landscaping District No. 1 Final Annual Engineer's Report - FY 2003-04 Page 7 Capita I Improve men ts $0 Total Cost Estimate $697,979, 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 & Operations $324.007 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 Contribution for Services Public Parcels General Benefit Contribution $37,911 Interest Earned $30.000 $90,000 7 --I- - - Fund Balance from Previous Fiscal Year $835,113 Plus: Estimated Fund Reserve at end of Fiscal Year $755,732 Net Assessable Amount $460.687 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 and/or 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 June 24,2003 Street Lighting and Landscaping District No. 1 Final 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 (Le. Acred0.17) City of Carlsbad June 24,2003 Street Lighting and Landscaping District No. 1 Final 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 $460,687 (12,761.41 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 13 City of Carlsbad June 24,2003 Street Lighting and Landscaping District No. 1 Final Annual Engineer’s Report - FY 2003-04 Page 10 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 Maintenance & Operations $364,847 CaDital lmmovements $0 ITotal Cost Estimate $504,843 I 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 $42,687 Plus: 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. I? City of Carlsbad June 24,2003 Street Lighting and Landscaping District No. 1 Final Annual Engineer's Report - FY 2003-04 Page 11 LANDSCAPE MAINTENANCE BENEFIT UNITS AND LAND USE CODES Formula: If acres < .20, then Benefit Units (BU) = 1 .O, otherwise BU = 5.9 x Acres (Le. Acred0.17) 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 City of Carlsbad June 24,2003 Street Lighting and Landscaping District No. 1 Final 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 50,483 parcels in the Median Landscaping Improvement Zone. The total number of EDUs for these parcels amounts to 51,292.31 EDUs. The revenue generated by these parcels amounts to $427,777.80 (51,292.31 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. f Legend Zone 1: City Owned and Maintained Lights f -2 81 - CITY LIGHTS AT INTERSECTIONS AND MIDBLOCK (Reaklsnlisl) A1 . CITY LIGHTS AT INTERSECTIONS ONLY (Resklenllal) C1 -CITY LIGHTS -SPACING AT CURRENT ENGlNEERlffi STANDMDS (RestdenUal) 01 -CITY LIGHTS ON MNOR STREETS PRIVATE LIGHTING ON PRIVATE STREETS (ReaidenUal) E2 - CITY LIGHTS CONDOSlAPARTMENTS OVER 10 UNITS (REQUIRES FRONT FOOTAGE) FZ - CITY LIGHTS COMMERCIAUINDUSTRIAL (REQUIRES FRONT FOOTAGE) G2 - CITY LIGHTS REDEVELOPMENT AREA (REQUIRES FRONT FOOTAGE) H1. ~l~,L~~S,~~~~~?~~~~M~~H~~"~,~MPLEX Iw.dralrmpl- 9)*hg"llb. *d*d b md. bug 81 C Fufllre Annexalms = open spcs Zone 2 0 Non sanentung Undeveloped Meas (no assessments) Map created by the City of Carlsbad GIs. Portions of this DERIVED PRODUCT contain geogrephic information copyrighted by SanGIS. A// Rights Reserved. Printed 20 May 2003 City of Carlsbad GIS 7 k \ Facfic Ocean Legend 0 Median Landscaping Benefit Zone / Existing Median Locations ./ '- Future Median Locations /.m. Median Maintained by Others rs> 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 City of Carlsbad GI: mypobrt.MyT IIOYmdi*.-ealt.md Figure 3 '4 APPENDIX “A” Examples of Street Lighting Codes AI CITY LIGHTS AT INTERSECTIONS ONLY BI CITY LIGHTS AT INTERSECTIONS AND .MIDBLOCK NOT TO SCALE 64‘ LA MACARENA AVE. JACARANDA AVE, 7 1’ 65’ 7 OLIVENHAIN RD. n n CITY LI G HTS SPACING AT -CURRENT CITY STANDARDS c DI CITY LIGHTS ON MAJOR STREETS, PRIVATE LIGHT1 NG W lTHl N DEVELOPMENT NOT TO SCALE E2 CITY LI GHTS CONDOS AND APARTMENTS NOT TO SCALE F2 CITY LIGHTS COMMERCIAL AND I NDUSTRI AL G2 CITY LI G HTS REDEVELOPMENT AREA c 3 -2 NOT TO SCALE HI CITY LIGHTS AT TIME SHARE COMPLEX 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. 2003-183 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFORNIA, CONFIRMING THE DIAGRAM AND ASSESSMENT AND PROVIDING FOR THE LEVY OF THE ANNUAL ASSESSMENT FOR STREET LIGHTING AND ' LANDSCAPING DISTRICT NO. 1 WHEREAS, the City Council of the City of Carlsbad, California, has initiated proceedings for the levy of the annual 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 requirements wsuant to California Constitution Article XlllD 5 5 (a); and WHEREAS, at this time, a public hearing has been held relating to the levy of the annual assessments, and the City Council is now satisfied with the assessment and diagram and all other natters as contained in the Engineer's Report (the "Report") as now submitted for final consideration md approval. NOW, THEREFORE, IT IS HEREBY RESOLVED AS FOLLOWS: RECITALS SECTION 1. That the above recitals are all true and correct. PROTESTS SECTION 2. That all protests and objections of every kind and nature be, and the iereby are, overruled and denied. CONFIRMATION ame SECTION 3. That the final assessment and diagram for the proceedings, as contained in the ingineer's Report, are hereby approved and confirmed. 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 SECTION 4. That the public interest and convenience requires and the City Council does hereby order the maintenance work to be made and performed as set forth in the Report, and as previously declared and set forth in the Resolution of Intention. SECTION 5. That the assessments contained in the Report for the next fiscal year are hereby confirmed and levied upon the respective lots or parcels of land in the Assessment District in the amounts as set forth in the final Report. It is hereby further determined that all assessments have been apportioned properly in accordance' with the benefits that each parcel receives from the proposed maintenance works of improvement. FILING AND RECORDING SECTION 6. That the above-referenced diagram and assessment shall be filed in the office of the City Clerk, with a certified copy to be filed in the office of the Engineering Department. Said diagram and assessment, and the certified copy thereof, shall be open for public inspection. SECTION 7. That the City Clerk is hereby ordered and directed to file a certified copy of the diagram and assessment with the County Auditor. Said filing is to be made no later than the third Monday in August, or as required by the County. ENTRY UPON THE ASSESSMENT ROLL SECTION 8. That after the filing of the diagram and assessment, the County Auditor shall enter on the County Assessment Roll, opposite each lot or parcel of land, the amount assessed thereupon. COLLECTION AND PAYMENT SECTION 9. The assessments shall be collected at the same time and in the same manner as County taxes are collected, and all laws providing for the collection and enforcement of County taxes shall apply to the collection and enforcement of the assessments. Ill Ill Ill Ill Ill Page 2 of 3 of Resolution No. 2003-183 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 IO. That the assessments as above authorized and levied for these proceedings will provide revenue and relate 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 held on the 8th day of JULY , 2003 by the following vote, to wit: AYES: Council Members Lewis, Finnila, Kulchin, Hall, Packard NOES: None ABSENT: None ATTEST (SEAL) Page 2 of 3 of Resolution No. 2003-183 ANNUAL ENGINEER’S REPORTFISCAL YEAR 2003-04 IMPROVEMENTS TO BE MAINTAINED!STREET LIGHTING!STREET TREES!MEDIAN LANDSCAPING STREET LIGHTINGIMPROVEMENT ZONE METHOD AND FORMULA FOR ASSESSMENTMETHOD AND FORMULA FOR ASSESSMENTSPREAD FOR STREET LIGHTINGSPREAD FOR STREET LIGHTINGCODEA1 Intersections only (residential)CODEB1 Intersections and mid-block (residential)CODEC1 Current City engineering standards (residential)CODED1 City owned street lights on surrounding streets, privatelighting within developmentCODE E2 City standard, condos & apartment buildings, 10 unitsand higherCODEF2City standard, commercial and industrial parcelsCODE G2 Special lighting & spacing standard, redevelopment areaCODE H1 City standard, time shares onlyZone I consists of the following sub-codes and their benefitspread formula :CITYCITY--WIDE STREET LIGHTING DISTRICTWIDE STREET LIGHTING DISTRICTZone II consists of non assessed areas. STREET LIGHTINGASSESSMENT SPREADA-1 $ 14.84 / Unit B-1 23.94 / Unit C-1 26.00 / Unit D-1 6.90 / Unit H-1 0.20 / Unit E-2 0.372765 / Foot F-2 0.580858 / Foot G-2 2.690464 / Foot StreetStreetLightingLightingCodeCodeAssessmentAssessment STREET LIGHTING COST OF MAINTENANCE SERVICECOST OF MAINTENANCE SERVICESOURCES OF FUNDINGSOURCES OF FUNDING20,000Interest Earned280,794Fund Balance$1,165,034TOTAL38,500Contribution for Services to Public Parcels122,580General Benefit (General Fund)$ 703,160Assessment Collection$ 1,165,034TOTAL1,010,229Maintenance & Operations$ 154,805Personnel COST ESTIMATE FOR GENERAL BENEFITLow wattage lights for collector streets $ 298,196.52 $ 65.05 High wattage lights for arterial streets $ 237,332.04 $ 134.54 Difference between low wattage & high wattage lights $ 69.49General Benefit = Annual Difference X 1,764 high wattage lights $ 122,580Budget for Street Lights (less public parcel contribution) $ 1,126,534 Percent of General Benefit Contribution 10.88% AnnualAnnualAvgAvg. . AnnualAnnualAmountAmountCost per LightCost per Light STREET TREE IMPROVEMENT ZONE STREET TREE ASSESSMENT SPREADTotal Benefit UnitsTotal Benefit Units12,761.4112,761.41Cost Per UnitCost Per Unit$36.10$36.10Total AssessmentTotal Assessment$460,687$460,687 STREET TREE COST OF MAINTENANCE SERVICECOST OF MAINTENANCE SERVICESOURCE OF FUNDINGSOURCE OF FUNDING90,000Contribution for Services to Public Parcels79,381Fund Balance$697,979TOTAL30,000Interest Earned37,911General Benefit (General Fund)$460,687Assessment Collection$697,979TOTAL324,007Maintenance & Operations$373,972Personnel MEDIAN LANDSCAPINGMEDIAN LANDSCAPINGIMPROVEMENT ZONEIMPROVEMENT ZONE MEDIAN LANDSCAPING ASSESSMENT SPREADTotal Benefit UnitsTotal Benefit Units51,292.3151,292.31Cost Per UnitCost Per Unit$8.34$8.34Total AssessmentTotal Assessment$427,778$427,778 MEDIAN LANDSCAPING COST OF MAINTENANCE SERVICECOST OF MAINTENANCE SERVICESOURCE OF FUNDINGSOURCE OF FUNDING42,687Loan from the General Fund$504,843TOTAL34,378General Benefit (General Fund)$427,778Assessment Collection$504,843TOTAL364,847Maintenance & Operations$ 139,996Personnel ASSESSMENT SUMMARY FOR THE AVERAGE SINGLE FAMILY PARCEL BENEFIT ZONE Average Assessment For Last 7 Fiscal Years through FY 2002-03 Average Assessment FY 2003-04 Change in Average Assessments Street Lighting *$ 26.00 * $ 26.00 -0- Street Tree $ 36.10 $ 36.10 -0- Median Landscaping $ 8.34 $ 8.34 -0- TOTAL $ 70.44 $ 70.44 -0- *Assessment rate represents a single-family residence within a code with largest number of single-family resident parcels. For additional information regarding theStreet Lighting and Landscaping Districtplease callplease callHarris and AssociatesHarris and Associates(800) 827(800) 827--4901 Ext. 3374901 Ext. 337 Questions?