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HomeMy WebLinkAbout2003-11-04; City Council; 17371; Street Lighting & Landscaping District No. 2CITY OF CARLSBAD -AGENDA BILL 2) AB# 17,371 MTG. 1 1/04/03 DEPT. FIN TITLE: STREET LIGHTING AND LANDSCAPE ENGINEER’S PRELIMINARY REPORT, SETTING A PUBLIC HEARING FOR NOVEMBER 18,2003, AND DECLARING INTENTION TO FORM A SPECIAL ASSESSMENT DISTRICT DISTRICT NO. 2: APPROVING THE ASSESSMENT !/A ~,/ DEPT. HD. CITY ATTY. CITYMGR. *- RECOMMENDED ACTION: Adopt Resolution No. 2003-294 , approving the Preliminary Engineer’s Report. Adopt Resolution No. 2003-295 , declaring intention to form a special assessment district designated as Street Lighting and Landscaping District No. 2, and to provide for the levy and collection of assessments in such District, setting November 18, 2003 as the date for the public hearing thereon and ordering the initiation of assessment ballot procedures. ITEM EXPLANATION: The purpose of this agenda bill is to request Council’s approval of two resolutions necessary for the formation of the City’s Street Lighting and Landscaping District No. 2 in compliance with the procedures of the California Streets and Highways Code. BACKGROUND: On September 16, 2003, the City Council initiated the proceedings for the formation of Street Lighting and Landscaping District No. 2 (“District No. 2”). Staff is recommending the formation of District No. 2 for new developments to the City, to pay for the costs of street lights, street trees and medians within those areas. Street lights, street trees and medians in the developed parts of the City are paid from assessments within Street Lighting and Landscaping District No. 1 (“District No. I”). A benefit to forming District No. 2 for future development in the City is that the City would be able to capture new development in the City, in a district whereby the assessment rates are set to equal the costs of maintaining the improvements. An additional benefit to forming District No. 2 is it allows the City the ability to include developments in the District that would like to install non-standard street lights, street trees andlor medians, and have their Homeowner Associations (HOAs) maintain the improvements. On an annual basis, the City will calculate the cost to maintain these improvements, but will reduce the assessment on the tax roll for these properties by the cost of services being performed by the HOAs. If, at any time in the future, the HOA does not maintain the improvements to the City standards, the City can provide the maintenance of the improvements, and place an assessment on the tax roll for these properties, thereby recovering the costs incurred by the City. Currently, the City would have to place a lien on HOA owned property to recover any costs incurred by the City, since the City cannot place assessments on the tax roll in District No. 1 and then raise the assessment at a later date without property owner approval. Staff is proposing that each development within District No. 2 be considered a separate zone, with their own assessment based on the costs for that particular area of the City. At this point in time, the first four zones in District No. 2 would be the Calavera Hills II, Kelly Ranch, the Oaks South and the Thompson/Tabata developments. However, staff is working with other developers currently building communities in the City, and these properties will be annexed into District No. 2 once the District is formed. Future developments that have not been conditioned at this time to go into one of the City’s lighting and landscaping districts will be conditioned to go into District No. 2. Staff is recommending that the maintenance and replacement of street lighting, street tree and median improvements be included in District No. 2, similar to District No. 1. Page 2 of Agenda Bill No. Maximum Actual Development Annual Annual Assessment Assessment Rate Rate FISCAL YEAR 2003-04 ASSESSMENT DISTRICT PROCESSING: Explanation of Difference Between Maximum and Actual Annual Assessment Rates In each of the four proposed zones, a maximum and actual annual assessment rate is calculated on an annual basis. The maximum is the maximum annual assessment rate that can be assessed on a particular parcel. This rate is calculated by adding up all the costs of maintenance and replacements, assuming that all the improvements in each zone were fully maintained by the City. However in District No. 2, three zones are going to have a portion of their improvements maintained by their HOA. The calculated cost of maintaining any improvement that will be borne by an HOA has been subtracted from the maximum annual assessment in order to determine the actual annual assessment. $1 55.32 $ 94.18 $329.81 Calavera Hills II Kelly Ranch The Oaks South The actual annual assessment is the amount that will be charged to each property owner on his or her annual property tax statement. If at any point in the future the City determines that the HOA is not maintaining the improvements to the City's standard, the City has the ability to assume the maintenance of the improvements, and charge the property owner up to the maximum annual assessment. This would be done so that the City can recover its costs of maintaining the improvements. As shown in the following table, the actual assessment rates for a single-family residential parcel per year range from a low of $10.53 per parcel to a high of $123.38 per parcel. These assessments vary between developments depending on the density of each development, and the amount and types of improvements being maintained in each development. Trees maintained by HOA No street trees No HOA maintained improvements Trees, medians and majority of lights $1 02.47 $ 94.18 $ 10.53 maintained by HOA ASSESSMENT SUMMARY FOR THE AVERAGE ANNUAL SINGLE-FAMILY PARCEL $1 73.89 Thompson/Ta bata Trees maintained by HOA $123.38 Once these initial assessment rates have been set by the City Council, the maximum annual assessment rates will be increased each year by the annual change in the Consumer Price Index (CPI) for All Urban Consumers for the San Diego County area, as determined by the rate published in March each year. 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 November 18,2003. ENVIRONMENTAL REVIEW: The Planning Department has analyzed the potential environmental effects of formation of the district pursuant to the California Environmental Quality Act. Because formation of the district is only a financing program for maintenance and does not authorize any construction, there is no potential for environmental impacts. The Planning Director issued a Notice of Intent to Adopt a Negative Declaration for the project on October 13, 2003. Comments have not been received as of October 28, Page 3 of Agenda Bill No. 17 I 371 2003; however, the public hearing period is through November 1,2003. FISCAL IMPACT: The actual assessment rates in each zone of District No. 2 have been set so that, both the maintenance and operations, as well as the replacement of improvements will be funded entirely through the property owners that benefit from the improvements. A $30,000 loan was approved on September 16, 2003 by the City Council to fund the initial formation costs. These costs will be recovered through the annual assessments placed on the property tax roll, over a four-year period. The first assessments for Street Lighting and Landscaping District No. 2 will be placed on the 2004-05 property tax roll. EXHIBITS: 1. Map of District Boundaries. 2. Resolution No. 2003-294 , approving the Preliminary Engineer's Report. 3. Resolution No. 2003-295 , declaring intention to form a special assessment district designated at Street Lighting and Landscaping District No. 2 and to provide for the levy and collection of assessments in such District, setting November 18, 2003 as the date for the public hearing thereon and ordering the initiation of assessment ballot procedures. 4. Engineer's Report. DEPARTMENT CONTACT: KEVIN BRANCA; (760) 602-2430; kbran@ci.carlsbad.ca.us. 3 1 2 3 4 5 6 7 8 9 10 I1 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 Exhibit 2 RESOLUTION NO. 2003-294 RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD APPROVING THE ASSESSMENT ENGINEER’S REPORT FOR PROCEEDINGS FOR THE FORMATION OF AND LEVY OF ASSESSMENTS WITHIN STREET LIGHTING AND LANDSCAPING DISTRICT NO. 2 WHEREAS, the CITY COUNCIL of the CITY OF CARLSBAD, CALIFORNIA, pursuant to the terms of the “Landscaping and Lighting Act of 1972, being Division 15, Part 2 of the Streets and Highways Code of the State of California (the “1972 Act”), Article XlllD of the Constitution of the State of California (“Article XIIID”) and the Proposition 218 Omnibus Implementation Act (Government Code Section 53750 and following) (the “Implementation Act”) (the 1972 Act, Article XlllD and the Implementation Act are referred to collectively as the “Assessment Law”), did, by previous Resolution, initiate proceedings to form a special assessment district and ordered the preparation of an Assessment Engineer’s Report for the levy of assessments within such proposed district, such special assessment district known and designated as STREET LIGHTING AND LANDSCAPING DISTRICT NO. 2 (the “Maintenance District”); and, WHEREAS, there has now been presented to this City Council the Assessment Engineer‘s Report as required by the Assessment Law and as previously directed by Resolution; and, WHEREAS, this City Council has now carefully examined and reviewed the Assessment Engineer’s Report as presented, and is satisfied with information as set forth therein, and is satisfied that the assessments, on a preliminary basis, have been spread in accordance with the special benefits received from the improvements to be maintained and serviced, as set forth in the Assessment Engineer’s Report. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Carlsbad, California, as follows: 1. 2. Recitals. The above recitals are all true and correct. Assessment Enqineer’s Report. The Assessment Engineer‘s Report as presented consists of the following: 1 2 3 4 5 6 7 8 9 10 I1 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 Exhibit 2 A. Plans and specifications describing the general nature, location and extent of the improvements to be maintained and serviced and the extent of the maintenance and service work; B. An estimate of the cost of the maintenance and servicing of the improvements for the Maintenance District for (a) the fiscal year commencing after the completion and acceptance of all improvements to ultimately be maintained and (b) Fiscal Year 2003-2004; C. A diagram for the Maintenance District, showing the area and properties proposed to be assessed; D. (1) A maximum annual assessment of the estimated costs of the maintenance and servicing of all of the improvements to ultimately be installed andlor maintained upon the completion and acceptance of thereof for maintenance, assessing the net amount upon all assessable lots andlor parcels within the Maintenance District in proportion to the special benefits received; together with a formula pursuant to which such maximum assessment may be adjusted annually for inflation. (2) An annual assessment for Fiscal Year 2003-04 of the estimated costs of the installation and/or maintenance of those improvements to be installed and/or maintained during such Fiscal Year, assessing the net amount upon all assessable lots and/or parcels within the Maintenance District in proportion to the special benefits received. The Assessment Engineer's 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. 3. Ill Ill Ill Effective Date. This Resolution shall take effect immediately upon its adoption. Ill Page 2 of 3 of Resolution No. 2003-294. 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 Exhibit 2 PASSED, APPROVED AND ADOPTED at a regular meeting of the Carlsbad City Council held on the 4th day of November ,2003 by the following vote, to wit: AYES: Council Members Lewis, Finnila, Kulchin, Hall and Packard Page 3 of 3 of Resolution No. 2003-294 CLAUDE A. LEWIS, Mayor (Seal) 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 Exhibit 3 RESOLUTION NO. 2803-295 RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD DECLARING ITS INTENTION TO FORM A SPECIAL ASSESSMENT DISTRICT DESIGNATED AS STREET LIGHTING AND LANDSCAPING DISTRICT NO. 2 AND TO PROVIDE FOR THE LEVY AND COLLECTION OF ASSESSMENTS IN SUCH DISTRICT, SETTING NOVEMBER 18, 2003 AS THE DATE FOR THE PUBLIC HEARING THEREON AND ORDERING THE INITIATION OF ASSESSMENT BALLOT PROCEDURES ~~ ~ WHEREAS, the CITY COUNCIL of the CITY OF CARLSBAD, CALIFORNIA, pursuant to the terms of the “Landscaping and Lighting Act of 1972, being Division 15, Part 2 of the Streets and Highways Code of the State of California (the “1972 Act”), Article XlllD of the Constitution of the State of California (“Article XlllD) and the Proposition 218 Omnibus Implementation Act (Government Code Section 53750 and following) (the “Implementation Act“) (the 1972 Act, Article XlllD and the Implementation Act are referred to collectively as the “Assessment Law”), did, by previous Resolution, initiate proceedings to form a special assessment district and ordered the preparation of an Assessment Engineer’s Report for the levy of assessments within such proposed district, such special assessment district known and designated as STREET LIGHTING AND LANDSCAPING DISTRICT NO. 2 (the “Maintenance District”); and, WHEREAS, there has been presented and preliminarily approved by this City Council a map of the proposed boundaries of the Maintenance District and the Assessment Engineer’s Report, as required by the Assessment Law; and WHEREAS, at this time the City Council desires to approve the map of the proposed boundaries of the Maintenance District and to declare its intention to form such Maintenance District and to provide for the levy of assessments for the next ensuing fiscal year to provide for the costs and expenses necessary to pay for the maintenance and servicing of the improvements in such Maintenance District; and, WHEREAS, the provisions of Article XlllD and the Implementation Act require as a prerequisite to the levy of any new assessment that the City Council conduct a public hearing pertaining to such proposed new assessment and that the record owners of all of the territory proposed to be included in the Maintenance District and to be assessed be given the right to 1 2 3 4 5 6 7 a 9 10 I1 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 Exhibit 3 submit assessment ballots in favor of or in opposition to the levy of such proposed new assessment; and WHEREAS, the provisions of Article XlllD and the Implementation Act further provide that such public hearing shall be conducted not less than 45 days after the mailing of a notice of such public hearing, accompanied by such assessment ballots, to the record owners of each parcel proposed to be assessed; and WHEREAS, the record owners of each parcel within the boundaries of the proposed Maintenance District which is proposed to be assessed have waived their right to have such public hearing be conducted not less than 45 days after the mailing of such notice, accompanied by such assessment ballots, and have requested that such public hearing be held on November 18, 2003. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Carlsbad, California, as follows: 1. That the above recitations are true and correct. 2. Declaration of Intention. The public interest and convenience requires, and it is the intention of the City Council, to order the formation of the Maintenance District and to levy and collect assessments to finance the payment of the annual costs and expenses for the maintenance and servicing of certain improvements including both landscaping improvements and appurtenances and street lighting improvements and appurtenances. Such improvements are generally described in the Assessment Engineer's Report, which is incorporated herein by this reference. The maintenance and servicing of such improvements is generally described in the remainder of this paragraph 2. The landscaping improvements to be maintained and serviced include, but are not limited to, plants, shrubbery and trees, irrigation systems, hardscapes, fixtures, sidewalks and appurtenant facilities. Such landscaping improvements may be located in public street and sidewalk rights-of-way, including medians, parkways and dedicated easements within the boundaries of the Maintenance District. The street lighting improvements to be maintained and serviced include, but are not Page 2 of 6 of Resolution No. 2003-295 I 2 3 4 5 6 7 a 9 10 11 12 13 14 15 16 17 18 I9 20 21 22 23 24 25 26 27 28 Exhibit 3 limited to, poles, fixtures, bulbs, conduits, conductors, equipment including guys, anchors, posts and pedestals, metering devices and appurtenant facilities as required to provide street lighting and traffic signals in public street and sidewalk rights-of-way and dedicated easements within the boundaries of the Maintenance District. The maintenance of such improvements shall include the furnishing of services and materials for the ordinary and usual maintenance, operation, repair and servicing of such landscaping and street lighting improvements and appurtenant facilities, including repair, removal or replacement of all or a part of any landscaping, public lighting or appurtenant facilities; providing for the life, growth, health and beauty of the landscaping, including cultivation, irrigation, trimming, spraying, fertilizing and treating for disease or injury; the removal of trimmings, rubbish, debris and other solid waste; and the cleaning, sandblasting, and painting of improvements to remove or cover graffiti. The servicing of the improvements shall include the furnishing of water for the irrigation of the landscaping and the maintenance of any of the public lighting improvements and the furnishing of electric current or energy, gas or other illuminating agent for the public lighting facilities, or for the lighting or operation of the landscaping improvements and the administration of all aspects of the Maintenance District. 3. Boundaries of Maintenance District. The improvements are of special benefit to the properties within the boundaries of the Maintenance District. The City Council hereby declares such boundaries to encompass the area specially benefited by such improvements. Such boundaries are shown on the map of the proposed boundaries of the Maintenance District, which is hereby approved by the City Council, a copy of which is on file in the Office of the City Clerk and open for public inspection, and is designated by the name of this Maintenance District. 4. Report of Assessment Engineer. The Assessment Engineer’s Report, as preliminarily approved by the City Council, is on file with the City Clerk and open for public inspection. Reference is made to such Report for a full and detailed description of the improvements to be installed and/or maintained, the boundaries of the Maintenance District and any zones therein, and the proposed assessments upon assessable lots and parcels of land within the Maintenance District. Page 3 of 6 of Resolution No. 2003-295 I 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 I9 20 21 22 23 24 25 26 27 28 Exhibit 3 5. Public Hearing. Notice is hereby given that a public hearing is hereby scheduled to be held in the City Council Chambers located at 1200 Carlsbad Village Drive, Carlsbad, California 92008 on November 18,2003 at 6:OO p.m. All interested persons shall be afforded the opportunity to hear and be heard. The City Council shall consider all oral statements and all written communications made or filed by any interested persons. The City Council shall, at the conclusion of the public hearing, also determine whether assessment ballots submitted pursuant to the Assessment Law in opposition to the proposed assessments within the Maintenance District exceed assessment ballots submitted in favor of such proposed assessments. Pursuant to the provisions of the Assessment Law, each record owner of property proposed to be assessed has the right to submit an assessment ballot in favor of or in opposition to the proposed assessment. Assessment ballots will be mailed to the record owner of each parcel located within the Maintenance District and subject to a proposed assessment. Each such owner may complete such assessment ballot and thereby indicate their support for or opposition to the proposed assessment. All such assessment ballots must be received by the City Clerk at the following address at or before the close of the public hearing: City Clerk City of Carlsbad 1200 Carlsbad Village Drive Carlsbad, California 90008 All assessment ballots must be received by the City Clerk prior to the time that the public hearing is closed. An assessment ballot which is delivered by mail with a postmark which is prior to the date and time of the public hearing but which is not received by the City Clerk until after the public hearing is closed will not be counted. At the conclusion of the public hearing, the 'City Council shall, pursuant to Government Code Section 53753, cause the assessment ballots timely received to be tabulated. If a majority Page 4 of 6 of Resolution No. 2003-295 ir 1 2 3 4 5 6 7 8 9 IO I1 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 Exhibit 3 protest exists, the City Council shall not impose an assessment within the Maintenance District. A majority protest exists if, upon the conclusion of the public hearing, assessment ballots submitted in opposition to the assessments within the Maintenance District exceed the assessment ballots submitted in favor of such assessments. In tabulating the assessment ballots, the assessment ballots shall be weighted according to the proportional financial obligation of the affected property. 6. Notice. The City Clerk is hereby directed to mail, pursuant to the Assessment Law, notice of the public hearing and the assessment ballot proceedings and of the adoption of this Resolution of Intention and of the filing of the Assessment Engineer’s Report, together with the assessment ballot materials, to the record owners of all real property proposed to be assessed. 7. Proceedinas Inquiries. The following staff person is designated to respond to all inquiries for any and all information relating to the proposed Maintenance District and these proceedings, including the assessment ballot procedure: Kevin Branca Assistant Finance Director City of Carlsbad 1635 Faraday Avenue Carlsbad, CA 92008 Telephone: (760) 602-2418 8. adoption. Ill Ill Ill Ill /If Ill Effective Date. This Resolution of Intention shall take effect immediately upon its Page 5 of 6 of Resolution No. 2003-295 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 Exhibit 3 PASSED, APPROVED AND ADOPTED at a regular meeting of the Carlsbad City Council held on the 4th day of November ,2003 by the following vote, to wit: AYES: Council Members Lewis, Finnila, Kulchin, Hall and Packard NOES: None ABSENT: None CLAUDEk. LEWIS, Mayor ATTEST: LORRAINE M. WOOD, City Clerk (Seal) Page 6 of 6 of Resolution No. 2003-295 Exhibit 4 CITY OF CARLSBAD STREET LIGHTING AND LANDSCAPING DISTRICT NO. 2 ANNUAL ENGINEER'S REPORT FISCAL YEAR 2003-04 Prepared by: u /Joan E. Cox, PE Harris & Associates RCE 41965 Exp. 3/31/04 Date: October 29,2003 Exhibit 4 City of Carlsbad October 29,2003 Street Lighting and Landscaping District No. 2 Annual Engineer’s Report - FY 2003-04 Page 1 TABLE OF CONTENTS Report ........................................................................................................................... 2 Part A - Plans and Specifications ............................................................................ 3 Part B - Estimate of Cost ........................................................................................ 5 Part C - Method of Apportionment of Assessment ................................................ 7 Part D - Assessment Roll .... . . . . . . . . . . .. . ...... . . . . . . ... ............. .. . . . . . . .. . . . . . .. . . . . .................... 15 Part E - Assessment Diagram ............................................................................... 15 Appendix Assessment Roll C:\Documents and Settingskbran.00Obcal Settings\Temp\llmd2 29octO3-3 .doc Exhibit 4 City of Carlsbad October 29,2003 Street Lighting and Landscaping District No. 2 Annual Engineer's Report - FY 2003-04 Page 2 FISCAL YEAR 2003-04 ENGINEERS REPORT PREPARED PURSUANT TO THE PROVISIONS OF THE LANDSCAPING AND LIGHTING ACT OF 1972 SECTION 22500 THROUGH 22679 OF THE CALIFORNIA STREETS AND HIGHWAYS CODE, ARTICLE XlllD OF THE CALIFORNIA CONSTITUTION, AND THE PROPOSITION 218 OMNIBUS IMPLEMENTATION ACT (GOVERNMENT CODE SECTION 53750 ET SEQ.) Pursuant to Landscaping and Lighting Act of 1972 (Part 2 of Division 15 of the Streets and Highways Code) (the "1972 Act"), Article XIIID of the California Constitution ("Article XIIID") and the Proposition 218 Omnibus Implementation Act Act (Government Code Section 53750 and following) (the "Implementation Act" and together with the 1972 Act and Article XIIID, the "Assessment Law") and in accordance with the Resolution of Initiation, adopted by the City Council of the City of Carlsbad, State of California, in connection with the proceedings for: STREET LIGHTING AND LANDSCAPING DISTRICT NO. 2 hereinafter referred to as the "Maintenance District" or "District", I, Joan E. Cox, P.E., the authorized representative of Harris & Associates, the duly appointed ASSESSMENT ENGINEER, submit herewith the "Report'' consisting of five (5) parts as follows: PART A - PLANS AND SPECIFICATIONS Contains a description of the improvements that are to be maintained or serviced by the District. PART B - ESTIMATE OF COST Identifies the estimated cost of the services or maintenance to be provided by the District, including incidental costs and expenses in connection therewith. PART C - METHOD OF APPORTIONMENT Describes the basis on which the costs have been apportioned to each parcel of land within the Maintenance District, in proportion to the estimated special benefits to be received by such lots and parcels from the improvements to be maintained and serviced. PART D - ASSESSMENT ROLL Identifies the maximum assessment to be levied on each lot or parcel of land within the Maintenance District to receive special benefits from the improvements to be maintained and serviced. PART E - ASSESSMENT DIAGRAM Contains a Diagram of the Maintenance District Boundaries showing the exterior boundaries of the Maintenance District, the boundaries of any zones within the Maintenance District and the lines and dimensions of each lot or parcel of land within the Maintenance District. C:V)ocuments and Settingskbran.000bcal Settings\Temp\llmd2 29oct03-3.d~ Exhibit 4 City of Carlsbad October 29,2003 Street Lighting and Landscaping District No. 2 Annual Engineer's Report - FY 2003-04 Page 3 PART A PLANS AND SPECIFICATIONS The improvements, which have been constructed or which may be subsequently constructed within and adjacent to the Maintenance District and that will be serviced and maintained, and the proposed maintenance and services are generally described as follows: DESCRIPTION OF IMPROVEMENTS TO BE MAINTAINED AND SERVICED The proposed improvements (collectively, the "Improvements") proposed to be maintained and serviced are generally described as follows: Landscaping and Appurtenant Improvements Landscaping improvements (collectively, the "Landscaping Improvements") include but are not limited to: landscaping, planting, shrubbery, trees, irrigation systems, hardscapes and fixtures in public street and sidewalk rights-of-way, including medians, parkways and other easements dedicated to the City of Carlsbad within the boundaries of the Maintenance District. Street Lighting and Appurtenant Improvements Street lighting improvements (collectively, the "Street Lighting Improvements") include but are not limited to: poles, fixtures, bulbs, conduits, conductors, equipment including guys, anchors, posts and pedestals, metering devices and appurtenant facilities as required to provide lighting and traffic signals in public street and sidewalk rights-of-way and other easements dedicated to the City of Carlsbad within the boundaries of the Maintenance District. The public lighting system shall be maintained to provide adequate illumination. Electricity for streetlights shall be furnished by San Diego Gas & Electric (SDG&E), and it shall be adequate for the intended purpose. Rates for power shall be those authorized by the California Public Utilities Commission. DESCRIPTION OF MAINTENANCE AND SERVICES Maintenance means the furnishing of services and materials for the ordinary and usual maintenance, operation and servicing of the Landscaping Improvements and the Street Lighting Improvements facilities and appurtenant facilities, including repair, removal or replacement of all or part of any of the Landscaping Improvements and the Street Lighting Improvements or appurtenant facilities; providing for the life, growth, health and beauty of the Landscaping Improvements, including cultivation, irrigation, trimming, spraying, fertilizing and treating for disease or injury; the removal of trimmings, rubbish, debris and other solid waste; and the cleaning, sandblasting, and painting of walls and other improvements to remove or cover graffiti. Servicing means the furnishing of water for the irrigation of the Landscaping Improvements and the maintenance of any Street Lighting Improvements or appurtenant facilities and the furnishing of electric current or energy, gas or other illuminating agent for the Street Lighting Improvements, or for the lighting or operation of the Landscaping Improvements or appurtenant facilities. C:\Documents and Settingskbran.OOO\al Settings\Temp\llmd2 290ct03-3.doc Exhibit 4 City of Carlsbad October 29,2003 Street Lighting and Landscaping District No. 2 Annual Engineer’s Report - FY 2003-04 Page 4 The Street Lighting Improvements shall be maintained to provide adequate illumination. Electricity for streetlights shall be furnished by the SDG&E, and it shall be adequate for the intended purpose. Rates for power shall be those authorized by the California Public Utilities Commission. The following provides descriptions of the Zones of Benefit within the Maintenance District: Zone 1 - Encompasses the Calavera Hills I1 Development and hnds the operation and maintenance of street lighting, street trees and medians. Zone 2 - Encompasses the Kelly Ranch Core Development and fhds the operation and maintenance of street lighting and medians. Zone 3 - Encompasses The Oaks South Development and hnds the operation and maintenance of street lighting, street trees and medians. Zone 4 - Encompasses the ThompsodTabata Development and funds the operation and maintenance of street lighting, street trees and medians. The plans and specifications for the Improvements, showing the general nature, location and the extent of the Improvements, are on file in the office of the City Engineer and are by reference herein made a part of this report. C:\Documents and Settings\kbran.OOO\Lcal Settings\Temp\llmd2 29oct03-3.doc Exhibit 4 City of Carlsbad October 29,2003 Street Lighting and Landscaping District No. 2 Annual Engineer’s Report - FY 2003-04 Page 5 PART B ESTIMATE OF COST The estimated costs for the operation, maintenance and servicing of the Improvements, shown below, are the estimated costs of maintenance if the Improvements were fidly maintained for Fiscal Year 2003-04. The 1972 Act provides that the total cost of the maintenance and services, together with incidental expenses, may be financed from the assessment proceeds. The incidental expenses may include engineering fees, legal fees, printing, mailing, postage, publishing, and all other related costs identified with the district proceedings. Maximum Annual Budaet O&M Repl. Total Form- Other Max. Unit Unit O&M/Repl. ation Admin. Annual Quantity cost cost costs costs costs costs Zone 1 (Calavera Hills II) 1OOW Light 50 each $172.29 $125.00 $14,865 $279 $464 $15,608 * 200W Light 26 each $224.29 $125.00 $8,128 $153 $254 $8,535 Trees 367 each $46.53 $17,077 $321 $207 $17,605 ** Medians 37,558 sf $0.24 $0.375 $23,098 $434 $721 $24,253 $66,001 IOOW Light 52 each $172.29 $125.00 $15,459 $291 $483 $16,233 * 200W Light 6 each $224.29 $125.00 $1,876 $35 $59 $1,970 Medians 38,250 sf $0.24 $0.375 $23,524 $442 $735 $24,701 Zone 2 (Kelly Ranch Core) Zone 3 (The Oaks South1 $42,904 lOOW Light 135 each $172.29 $125.00 $40,134 $754 $486 $41,374 * 200W Light 7 each $224.29 $125.00 $2,188 $4 1 $68 $2,297 Trees 1,681 each $46.53 $78,217 $1,471 $947 $80,635 Medians 65,324 sf $0.24 $0.375 $40,174 $755 $487 $41,416 $1 65,722 1OOW Light 45 each $172.29 $125.00 $13,378 $251 $418 $14,047 * 200W Light 8 each $224.29 $125.00 $2,501 $47 $78 $2,626 Trees 251 each $46.53 $11,679 $220 $141 $12,040 Medians 22.180 sf $0.24 $0.375 $13.641 $256 $426 $14.323 Zone 4 (Thompsonflabata) Maximum Annual Cost / EDU $47.74 / EDU $13.99 / EDU $53.84 / EDU $39.75 / EDU $36.44 / EDU $4.19 / EDU $53.55 / EDU $82.34 / EDU $4.58 / EDU $160.47 / EDU $82.42 / EDU $55.48 I EDU $10.38 I EDU $51.46 / EDU $56.57 / EDU $43,036 Subtotal Annual Costs: $305,939 $5,750 $5,9741 $317,663 I * These lights are on arterial roadways, therefore the Total O&MIRepl. costs have been ’multiplied by 89.5% ** Portion of total median area attributable only to Calavera Hills II (This is to account for the 10.5% General Benefit for Arterial Roadways) Please see Part C of this Report for a description of Equivalent Dwelling Units (EDU’s) and the apportionment formula. C:\Documents and Settingskbran.000bcal Settings\Temp\llmd2 29oct03-3 .doc O&M Repl. Total Form- Other FY 03-04 Unit Unit O&M/Repl. ation Admin. Annual Quantity Cost Cost Costs Costs Costs Costs FY03-04 Annual CostIEDU Subtotal Annual Costs: $118,658 $5,750 $3,706 I $128,114 ] Zone 1 (Calavera Hills II) IOOW Light 50 each $172.29 $125.00 $14,865 $279 $464 $15,608 * 200W Light 26 each $224.29 $125.00 $8,128 $153 $254 $8,535 ** Trees 0 each $46.53 $0 $321 $0 $321 *** Medians 37,558 sf $0.24 $0.375 $23,098 $434 $721 $24,253 $48,717 Zone 2 (Kelly Ranch Core) IOOW Light 52 each $172.29 $125.00 $15,459 $291 $483 $16,233 * 200W Light 6 each $224.29 $125.00 $1,876 $35 $59 $1,970 Medians 38,250 sf $0.24 $0.375 $23,524 $442 $735 $24,701 $42,904 ** IOOW Light 0 each $172.29 $125.00 $0 $754 $0 $754 200W Light 7 each $224.29 $125.00 $2,188 $41 $68 $2,297 ** Trees 0 each $46.53 $0 $1,471 $0 $1,471 ** Medians 0 sf $0.24 $0.375 $0 $755 $0 $755 $5,277 IOOW Light 45 each $172.29 $125.00 $13,378 $251 $418 $14,047 * 200W Light 8 each $224.29 $125.00 $2,501 $47 $78 $2,626 ** Trees 0 each $46.53 $0 $220 $0 $220 Medians 22,180 sf $0.24 $0.375 $13,641 $256 $426 $14,323 $31,216 Zone 3 (The Oaks South) Zone 4 (Thompsonflabata) Administrative Costs District Formation (first of 4 installments) $5,750 Annual Administration $3,500 County Levy Fee $205 Replacement Reserve $0 Fund Balance as of July 1 of Current FY $0 Subtotal Administrative Costs: $9,455 $47.74 I EDU $13.99 / EDU $0.99 I EDU $39.75 I EDU $36.44 I EDU $4.19 I EDU $53.55 / EDU $1.51 / EDU $4.58 / EDU $2.93 lEDU $1.51 / EDU $55.48 I EDU $10.38 I EDU $0.95 I EDU $56.57 I EDU These lights are on arterial roadways, therefore the Total O&M/Repl. costs have been multiplied by 89.5% (This is to account for the 10.5% General Benefit for Arterial Roadways) ** These budgets are $0 due to anticipated HOA maintenance and servicing *** Portion of total median area attributable only to Calavera Hills I1 The Assessment Law requires that a special fund be set-up for the revenues and expenditures of the District. Funds raised by assessment shall be used only for the purpose as stated herein. The City may advance hnds to the District, if needed, to ensure adequate cash flow, and will be reimbursed for any such advances upon receipt of assessments. Any surplus or deficit remaining on June 30 must be carried over to the next fiscal year. C:\Documents and Settingskbran.OOO\cal Settings\Temp\llmd2 29oct03-3.doc Exhibit 4 City of Carlsbad October 29,2003 Street Lighting and Landscaping District No. 2 Annual Engineer's Report - FY 2003-04 Page 7 PART C METHOD OF APPORTIONMENT OF ASSESSMENT GENERAL The 1972 Act permits the establishment of assessment districts by cities for the purpose of providing certain public improvements which include the construction, maintenance and servicing of street lights, traffic signals and landscaping facilities. Streets and Highways Code Section 22573 requires that maintenance assessments be levied according to benefit rather than according to assessed value. This section states: "The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefits to be received by each such lot or parcel from the improvements." The 1972 Act permits the designation of zones of benefit within any individual assessment district if "by reason of variations in the nature, location, and extent of the improvements, the various areas will receive different degrees of benefit from the improvements." (Sec. 22574). Thus, the 1972 Act requires the levy of a true "assessment" rather than a "special tax." In addition, Article XIIID and the Implementation Act requires that a parcel's assessment may not exceed the reasonable cost for the proportional special benefit conferred on that parcel. Article XIIID and the Implementation Act further provides that only special benefits are assessable and the City must separate the general benefits from the special benefits. They also require that publicly owned properties which specially benefit from the improvements be assessed. SPECIAL BENEFIT ANALYSIS Proper maintenance and operation of the streetlights, street trees and street medians provides special benefit to adjacent properties by providing security, safety, and community character and vitality. Local LiPhtinP. Special Benefit. The operation, maintenance and servicing of lighting along local streets in close proximity to certain lots or parcels provides a special benefit to such lots or parcels by providing illumination resulting in: 1) improved security of such lots or parcels, 2) improved ingress and egress from such lots or parcels by illuminating access after sunset, and 3) improved nighttime visibility for the local access of emergency vehicles. Local lighting consists of 100 watt lights. Street lights on or associated with traffic signals located at arterial-to-local connectors are considered to be 100% special benefit to those developments taking direct access at these intersections. General Benefit. There are no general benefits associated with local lighting. C:\Documts and Settingskbran.00Obcal Settings\Temp\llmd2 29octO3-3 .doc ar Exhibit 4 City of Carlsbad October 29,2003 Street Lighting and Landscaping District No. 2 Annual Engineer’s Report - FY 2003-04 Page 8 Lamp Size Number Monthly (Watts) Lights Rate Arterial LightinP. Monthly Annual Avg Annual Amount Amount Cost per Light Special Benefit. The operation, maintenance and servicing of arterial lighting provides a special benefit to each and every assessable lot or parcel within the development or vicinity which are adjacent to such lighting resulting in: 1) improved nighttime visibility for the access of emergency vehicles, and 2) improved safety and traffic circulation to and from parcels. Arterial lighting consists of 200 watt lights; however, special benefit is assigned consistent with local lighting wattage. General Benefit. The City recognizes that a portion of the maintenance, operation and servicing of those Street Lighting Improvements that are a part of the City’s arterial lighting improvements provide a general benefit to the public at large, which equates to the higher level of lighting required on arterial roads. The general benefits associated with Arterial Lighting are attributable to the higher level of lighting required for an arterial roadway. That higher level of lighting provides a measure of safety for the additional width of the street. Local and collector roadways require only 9,500 lumen lights (typically 100 watt lights) and arterial roadways require 22,000 lumen lights (typically 200 watt lights). The amount of general benefit is established by multiplying the number of arterial streetlights currently in the City by the difference between the average annual electrical costs to illuminate a light on an arterial street and a local street. (Electrical costs are used in this comparison, as the personnel and replacement costs for the various lumens and wattages of lights are virtually the same.) The table below shows the calculation of the cost estimate for general benefit for streetlights. Total 6,348 $535,528.56 Annual Amount Difference between Subtotal-1 & Subtotal-2 $69.49 General Benefit = $122,580.36 Total FY 2003-04 Est. Cost for all street lighting $1 ,I 65,034 Estimated General Benefit Percentage 10.5% (Annual Amount Difference) x (No. of High Wattage Lights) C:buments and Settingskbran.000bcal Settings\Temp\llmd2 29octO3-3 .doc Exhibit 4 City of Carlsbad October 29,2003 Street Lighting and Landscaping District No. 2 Annual Engineer’s Report - FY 2003-04 Page 9 Therefore, 10.5% of the Street Lighting Improvements on the City’s arterial roadways are considered general benefit, and only 89.5% of these Street Lighting Improvements will be used to estimate the special benefit costs. Streetlights on or associated with traffic signals located at arterial-to-arterial connectors are considered to be 100% general benefit. In addition to the above, streetlights fronting upon open space areas owned by governmental agencies and/or managed by a non-profit environmental trust and which are considered part of the major habitat core areas and/or linkages of the City’s Habitat Management Plan shall be considered as having 100% general benefit. Street Landscaping. Special Benefit. Trees, landscaping, hardscaping and appurtenant facilities, if well maintained, provide beautification, shade and enhancement of the desirability of the surroundings, and therefore increase property value. Street trees within the public street parkways provide special benefit to those properties directly adjacent to those tree-lined parkways. w Landscaping and hardscaping within medians in the public streets provide special benefit to those developments that are directly adjacent to the public medians. These medians are located in the arterial roadways. General Benefit. There are no general benefits associated with local street trees. Landscaping and hardscaping within medians in the arterial roadways provide only incidental aesthetic benefits to motorists travelling to, from or through the City. Therefore, it is deemed that there are no general benefits associated with the landscaped medians. Vehicular safety associated with the traffic channelization provided by raised medians is independent of the landscaping and hardscaping improvements funded through this Maintenance District. However, median curb replacement costs are included in the overall replacement costs for the medians. Because raised median curbs are required for both landscaping and traffic channelization, 50% of the median curb replacement costs have been removed from the budget. Benefit Zones Benefit Zones are used to differentiate between the different types of Improvements to be maintained and serviced within each such zone. There are currently four zones of benefit in this District. Zone 1 - Calavera Hills I1 The Calavera Hills I1 development is located in and around the intersection of Carlsbad Village Drive and College Boulevard and is comprised of villages of varying types of land uses that will receive special benefit from the street lighting, street trees and medians within and directly C:\Documents and Settingskbran.000bcal Settings\Temp\llmdZ 29oct03-3 .doc 23 Exhibit 4 City of Carlsbad October 29,2003 Street Lighting and Landscaping District No. 2 Annual Engineer’s Report - FY 2003-04 Page 10 adjacent to the development. It is anticipated that the Home Owners Association (“HOA“) will maintain the street trees. If the City and the owners of the land within Calavera Hills I1 reach an agreement (in the form of a declaration of covenants, conditions and restrictions or otherwise) (an “Agreement”) to provide for the maintenance of the street trees by the HOA, annual assessments will be levied within Zone 1 for the maintenance of street trees only if (a) the HOA fails to maintain such street trees pursuant to the Agreement, (b) as a result of the failure of the HOA to maintain such street trees, the City is required to undertake such maintenance and (c) the HOA has failed to reimburse the City for the cost of such maintenance as required pursuant to the Agreement. Villages K, L-2, W and X are comprised of single family detached (“SFD’) units and have local streetlights and street trees within the public streets. Villages E, U and Y are comprised of single family attached (“SFA”), apartment (“APT”) units contains 1 acre of non-residential (“Non-Res”) land use, and do not have any local lighting or street trees. Village H is comprised of 2 acres of Non-Res use and does not have local lighting and street trees. All of the villages receive special benefit from the arterial street lighting on Carlsbad Village Drive, College Boulevard and Tamarack Avenue that is directly adjacent to these village areas. The entire Calavera Hills development (not just Calavera Hills 11) benefits from the medians within College Boulevard and Carlsbad Village Drive within the boundaries of the development. An analysis has been performed to allocate the appropriate share of the medians to the Calavera Hills I1 development based on the assessment apportionment methodology shown in this Report. Zone 2 - Kelly Ranch Core The Kelly Ranch Core development is located southeast of the intersection of Cannon Drive and Faraday Avenue and is comprised of varying types of land uses that receive special benefit from the street lighting and medians within and directly adjacent to the development. The core development consists of SFD and APT units, 2.61 acres of Non-Res, a park and vacant property (future development details have not been determined) that have local streetlights in the public streets directly adjacent to them. All of these properties benefit from the local lights within this core development. There are an additional 5 SFD units planned for the Kirgis development, which is directly adjacent to Kelly Ranch and takes access through the development. A 2.63 acres site of Non-Res does not have local lighting. Part of this development also includes a city-owned 1.58-acre future wastewater pumping plant site taking access off of Cannon Road. This property is considered Non-Res utility property that has no local streetlights adjacent to it. Although this property is a utility with essentially no value, it does receive the arterial lighting special benefits; however, this utility property is not deemed to benefit from the landscaped median improvements. All of the development receives special benefit from the arterial street lighting and medians on Cannon Road. C:\Documents and Settingskbran.000bcal Settings\Temp\llmdZ 29oct03-3.d~ Exhibit 4 City of Carlsbad October 29,2003 Street Lighting and Landscaping District No. 2 Annual Engineer’s Report - FY 2003-04 Page 11 Zone 3 - The Oaks South The Oaks South development is located to the northeast of the intersection of Rancho Santa Fe Road and Camino de 10s Coches and is comprised of varying types of land uses that receive special benefit from the street lighting, street trees and medians within and directly adjacent to the development. It is anticipated that the HOA will maintain the street trees, local street lights and medians. If the City and the owners of the land within Oaks South reach an Agreement to provide for the maintenance of such improvements by the HOA, annual assessments will be levied within Zone 3 for the maintenance of such improvements only if (a) the HOA fails to maintain such any such improvements pursuant to the Agreement, (b) as a result of the failure of the HOA to maintain any such Improvements, the City is required to undertake such maintenance and (c) the HOA has failed to reimburse the City for the cost of such maintenance as required pursuant to the Agreement. The development consists of SFD units, and 1.42 acres of Non-Res property that have local street lights and street trees in the public streets directly adjacent to them. All of the development receives special benefit from the arterial street lighting and medians on Rancho Santa Fe Road. The median improvements on Rancho Santa Fe Road extend into an open space area that separates The Oaks South from the future The Oaks North development. This median provides an aesthetic link between the two developments and therefore 50% of the costs of the medians within the open space area to the north of The Oaks South is apportioned to The Oaks South, and 50% will be apportioned to The Oaks North at the time of its development and annexation into this Maintenance District. Zone 4 - Thompson / Tabata The ThompsodTabata development is located along Poinsettia Lane west of Aviara Parkway and is comprised of varying types of land uses that benefit from the operation and maintenance of street lighting, street trees and medians within and directly adjacent to the development. It is anticipated that the HOA will maintain the street trees. If the City and the owners of the land within the ThompsodTabata property reach an Agreement to provide for the maintenance of such improvements by the HOA, annual assessments will be levied within Zone 4 for the maintenance of street trees only if (a) the HOA fails to maintain such street trees pursuant to the Agreement, (b) as a result of the failure of the HOA to maintain such street trees, the City is required to undertake such maintenance and (c) the HOA has failed to reimburse the City for the cost of such maintenance as required pursuant to the Agreement. The development consists of SFD units that have local street lights and street trees in the public streets directly adjacent to them, and SFA units that take access off streets with local streetlights but do not have street trees directly adjacent to them. All of the development receives special benefit from the arterial street lighting and medians on Poinsettia Lane. The existing SFD property, Assessor’s Parcel Number 2 14-1 70-8 1-00, is already assessed in Street Lighting and Landscaping District No. 1 and is therefore exempted from this District. C:Documents and Settingskbran.OOO\cal Settings\Temp\llmdZ 29octO3-3 .doc Exhibit 4 City of Carlsbad October 29,2003 Street Lighting and Landscaping District No. 2 Page 12 Annual Engineer’s Report - FY 2003-04 ASSESSMENT APPORTIONMENT AND RATES Equivalent Dwelling Units To establish the special benefit to the individual parcels within the District, an Equivalent Dwelling Unit system is used. Each parcel of land is assigned Equivalent Dwelling Units (“EDU’s”) in proportion to the estimated special benefit the parcel receives relative to the other parcels within the District from the streetlights, street trees and medians. The single-family detached (SFD) residential parcel has been selected as the basic unit for calculation of assessments; therefore, the SFD residential parcel is defined as one Equivalent Dwelling Unit (EDU). A methodology has been developed to relate all other land uses to the SFD residential land use as described below. Single Family Attached (SFA) Residential. SFA residential uses, including condominiums, are given a factor of 0.80 EDU per dwelling unit. Based on data from representative cities in Southern California, the SFA residential factor of 80 percent is determined by the statistical proportion of relative trip generation from various types of residential uses, in combination with population density per unit. Apartment (APT) Residential. APT residential uses, also known as multifamily residential uses, are given a factor of 0.60 EDU per dwelling unit. Based on data from representative cities in Southern California, the APT residential factor of 60 percent is determined by the statistical proportion of relative trip generation from various types of residential uses, in combination with population density per unit. Non-Residential won-Res). In converting improved non-residential properties to EDUs, the factor used is the City of Carlsbad average size for a SFD residential lot, which is 1 dwelling unit per 7,500 sq. ft, or approximately 6 dwelling units per acre. Therefore, Non-Res parcels will be assessed 6 EDU per acre or any portion thereof. Vacant/Parks. Parcels that are designated for parks or parcels that are developable but do not have a finalized development map are assessed based upon the acreage of the parcel. These properties receive special benefits based on their land, as this is the basis of their value. Based upon the opinions of professional appraisers, appraising current market property values for real estate in Southern California, the land value portion of a property typically ranges from 20 to 30 percent of the property’s total value. Additionally, the utilization of vacant property is significantly less than improved property and vacant property has a traffic generation rate of 0. Therefore, vacant parcels (and park parcels) will be assessed at the rate of 25% of Non-Res properties, or 1.5 EDU per acre or any portion thereof. Open Space. Parcels designated as open space do not receive special benefits from the Improvements and are therefore exempt from the assessment. The following table summarizes the EDU formula described above. C:\Documents and Settingskbran.000bcal Settings\Temp\llmdZ 29octO3-3 .doc Exhibit 4 City of Carlsbad October 29,2003 Street Lighting and Landscaping District No. 2 Annual Engineer’s Report - FY 2003-04 Page 13 EDU Formula Land Use EDU Rate Single Family Detached Res (SFD) 1.0 IDU Sinale Familv Attached Res (SFA) 0.8 I DU Apartments (APT) 0.6 I DU Developed Non-Residential (Non-Res) 6.0 I acre Vacant I Park 1.5 I acre ODen SDace 0.0 I acre DU = Dwelling Unit The table below provides the EDU’s for the various types of special benefits associated with each Zone, as well as the maximum assessment rates and the total estimated revenue generated by each. Maximum Assessment Allocations and Rates NLL = No Local Lights DU = Dwelling Unit Art. Light = Arterial Lighting NAP = Not a Part C:\Documents and Settings\kbran.OOO\Lcal Settings\Temp\llmdZ 29oct03-3 .doc Exhibit 4 City of Carlsbad October 29,2003 Street Lighting and Landscaping District No. 2 Annual Engineer’s Report - FY 2003-04 Page 14 The maximum annual maintenance assessment rates shown above will be increased each year by the annual change in the Consumer Price Index (CPI), during the preceding year ending in March, for All Urban Consumers, for the San Diego County area. The actual assessments levied in any fiscal year will be as approved by the City Council and may not exceed the maximum assessment rate without receiving property owner approval for the increase pursuant to an assessment ballot procedure undertaken in accordance with the Assessment Law. The table below provides the estimated FY 2003-04 assessments, if these were levied. No assessments are intended to be levied in FY 2003-04, so this if for informational purposes, only. This table was created based on the assumption that an agreement would be reached with The Oaks South (Zone 3) for the HOA to operate and maintain the local street lighting. Agreements are currently in place with the development HOA’s to maintain street trees in Zones 1, 3 and 4 and medians in Zone 3. Estimated FY 2003-04 Assessment Allocation’and Rates (for informational purposes only) NLL = No Local Lights DU = Dwelling Unit Art. Light = Arterial Lighting NAP = Not a Part C:\Documents and Settingskbran.00Obcal Settings\Temp\llmdZ 29oct03-3.doc Exhibit 4 City of Carlsbad October 29,2003 Street Lighting and Landscaping District No. 2 Annual Engineer’s Report - FY 2003-04 Page 15 PART D ASSESSMENT ROLL The Assessment Roll is a listing of the proposed maximum assessment for Fiscal Year 2003-04 apportioned to each lot or parcel, as shown on the last equalized roll of the Assessor of the County of San Diego. The Assessment Roll is provided in the Appendix and is incorporated herein. The description of each lot or parcel is part of the records of the Assessor of the County of San Diego and these records are, by reference, made part of this Report. PART E ASSESSMENT DIAGRAM An Assessment Diagram for the Maintenance District is provided on the following page. The lines and dimensions of each lot or parcel within the Maintenance District are those lines and dimensions shown on the maps of the Assessor of the County of San Diego, for the year when this Report was prepared, and are incorporated by reference herein and made part of this Report. C:\Documents and Settings\kbran.OOOVocal Settings\TempUlmd2 29octO3-3 .doc Exhibit 4 City of Carlsbad October 29,2003 Street Lighting and Landscaping District No. 2 Annual Engineer’s Report - FY 2003-04 Page 16 CADocurnents and Settingskbran.OOO\al Settings\Temp\llmd2 29oct03-2.d~ Exhibit 4 City of Carlsbad October 29,2003 Street Lighting and Landscaping District No. 2 Annual Engineer's Report - FY 2003-04 Appendix - Page 1 Assessment Roll 1 Maximum Assessor's Apportioned Zone Lot Asmt Parcel No. Max. Asmt 1 Village H $644.88 167-1 01 -1 9 $644.88 1 Village K $13,046.88 168-041 -03 14.460 $6,492.02 1 Village K 168-04 1 -04 8.430 $3,784.76 1 Village K 168-041-1 0 6.170 $2,770.10 29.060 $13,046.88 1 Village U $5,803.92 168-041-1 1 $5,803.92 168-040-29 (por.) 1 Village W $17,706.48 168-040-29 (por.) $1 7,706.48 1 Village Y $3,740.30 168-040-29 (por.) $3,740.30 $21,446.78 1 Village E $5,030.06 168-041-08 1 Village X $1 7,861.80 168-050-27 $5,030.06 $1 7,861.80 1 Village L-2 $2,174.48 168-280-49 $2,174.48 $66,008.80 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 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 29 30 31 32 $94.1 8 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.1 8 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.1 8 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.1 8 $94.18 $94.18 $94.18 208-180-01 208-1 80-02 208- 180-03 208-1 80-04 208-180-05 208-1 80-06 208-1 80-07 208-1 80-08 208-1 80-09 208-1 80-1 0 208-180-1 1 208-180-12 208-1 80-1 3 208-1 80-14 208-1 80-1 5 208-1 80-1 6 208-180-1 7 208-1 80-1 8 208-180-19 208-1 80-20 208-181-01 208-181-02 208-1 81 -03 208- 18 1 -04 208-181-05 208-1 81-06 208-1 81 -07 208-1 81 -08 208-1 81 -09 208-1 81 -1 0 208-181-1 1 208-1 81-1 2 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.1 8 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.1 8 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.1 8 $94.18 $94.18 $94.18 \\LA2\DatakarlsbadWew District\reportVlmdZ 3nov03 .doc 31 Exhibit 4 City of Carlsbad October 29,2003 Street Lighting and Landscaping District No. 2 Annual Engineer's Report - FY 2003-04 Appendix - Page 2 I Assessment Roll 1 Maximum Assessor's Apportioned Zone Lot Asmt Parcel No. Max. Asmt 2 33 $94.18 208-1 81 -1 3 $94.18 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 84 85 86 87 88 $94.18 $94.18 $94.18 $94.18 $94.18 $94.1 8 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.1 8 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.1 8 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.1 8 208-1 81 -1 4 208-1 81 -1 5 208-1 81 -1 6 208-1 81 -1 7 208-1 81 -1 8 208-1 81 -1 9 208-1 81 -20 208-1 81 -2 1 208-1 81 -22 208-1 81 -23 208-1 81 -24 208-1 81 -25 208-1 81 -26 208-181-27 208-1 81 -28 208-1 81 -29 208-1 81 -30 208-1 8 1 -3 1 208-1 81 -32 208- 1 8 1 -33 208-181-34 208-1 81 -35 208-1 81 -36 208-1 81 -37 208-1 81 -38 208-1 81 -39 208-1 81 -40 208-181-41 208-1 80-21 208-1 80-22 208-1 80-23 208-1 80-24 208-1 80-25 208-1 80-26 208-1 80-27 208-1 80-28 208-1 80-29 208-1 80-30 208-1 80-31 208-1 80-32 208-1 80-33 208-1 80-34 208-1 80-35 208-1 82-01 208-1 82-02 208-1 82-03 208-1 82-04 208-1 82-05 $94.18 $94.18 $94.1 8 $94.1 8 $94.18 $94.18 $94.18 $94.18 $94.1 8 $94.1 8 $94.1 8 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.1 8 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.1 8 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.1 8 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.1 8 $94.18 $94.18 \WU)ata\carlsbadWew District\report\llmd2 3nov03.doc Exhibit 4 City of Carlsbad October 29,2003 Street Lighting and Landscaping District No. 2 Annual Engineer's Report - FY 2003-04 Appendix - Page 3 I Assessment Roll 1 Maxi mum Assessor's Apportioned L 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 Zone Lot Asmt Parcel No. Max. Asmt 89 $94.18 208-182-06 $94.1 8 n 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.1 8 $94.1 8 $94.1 8 $94.1 8 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.1 8 $94.1 8 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.1 8 $94.1 8 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 208-1 82-07 208-1 82-08 208-1 82-09 208-1 82-1 0 208-1 82-1 1 208-1 82-1 2 208-1 82-1 3 208-1 82-14 208-1 82-1 5 208-1 82-1 6 208-1 82-1 7 208-1 82-1 8 208-1 82-1 9 208-1 82-20 208-1 82-21 208-1 82-22 208-1 82-23 208-1 82-24 208-1 82-25 208-1 82-26 208-1 82-27 208-1 82-28 208-1 82-29 208-1 82-30 208-182-31 208-1 82-32 208-1 82-33 208-1 82-34 208-1 82-35 208-1 82-36 208-1 82-37 208-1 82-38 208-1 82-39 208-1 82-40 208-1 83-01 208-1 83-02 208-1 83-03 208-1 83-04 208-1 83-05 208-1 83-06 208-1 83-07 208-1 83-08 208-1 83-09 208-1 83-1 0 208-1 83-1 1 208-1 83-1 2 208-1 83-1 3 208-1 83-1 4 $94.1 8 $94.1 8 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.1 8 $94.1 8 $94.1 8 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.1 8 $94.18 $94.18 $94.1 8 $94.1 8 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.1 8 $94.1 8 $94.1 8 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 33 Exhibit 4 City of Carlsbad October 29,2003 Street Lighting and Landscaping District No. 2 Annual Engineer's Report - FY 2003-04 Appendix - Page 4 I Assessment Roll Maximum Assessor's Apportioned Zone Lot Asmt Parcel No. Max. Asmt 2 138 $94.1 8 208-1 83-1 5 $94.18 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 155 82 161 162 165 167 168 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.1 8 $94.1 8 $94.1 8 $94.18 $94.18 $94.18 $69.22 $39.72 $593.33 $881.52 $4,181.59 $91 1.1 4 $1 3,674.94 208-1 83-1 6 208-1 83-1 7 208-1 83-1 8 208-1 83-1 9 208-1 83-20 208-183-21 208-1 83-22 208-1 83-23 208-1 83-24 208-1 83-25 208-1 83-26 208-1 83-27 208-1 83-28 208-1 83-29 208-183-30 208-183-31 208-1 83-32 208-1 84-04 208-1 84-05 208-1 84-06 208-1 86-03 208-1 86-05 208-1 86-06 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $94.18 $69.22 $39.72 $593.33 $881.52 $4,18 1.59 $91 1.14 $13,674.94 2 169 $7,628.58 208-1 85-05 $7,628.58 $41,824.51 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 223-6 1 0-0 I 223-61 0-02 223-61 0-03 223-61 0-04 223-61 0-05 223-61 0-06 223-61 0-07 223-61 0-08 223-61 0-09 223-61 0-1 0 223-610-1 1 223-61 0-1 2 223-61 0-1 3 223-610-14 223-61 1-01 223-6 1 1-02 223-61 1-03 223-61 1-04 223-61 0-1 5 223-61 0-1 6 223-61 0-1 7 223-61 0-1 8 223-61 0-19 $329.81 $329.81 $329.81 $329.8 1 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.8 1 $329.81 \W\DatakarlsbadWew DistricthportUlmd2 3nov03 .doc Exhibit 4 City of Carlsbad October 29,2003 Street Lighting and Landscaping District No. 2 Annual Engineer’s Report - FY 2003-04 Appendix - Page 5 1- Assessment Roll 1 Maximum Assessor’s Apportioned Zone Lot Asmt Parcel No. Max. Asmt 3 24 $329.81 223-610-20 $329.81 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 $329.81 $329.81 $329.8 1 $329.81 $329.81 $329.8 1 $329.8 1 $329.8 1 $329.8 1 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.8 1 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.8 1 $329.81 $329.8 1 $329.81 $329.81 $329.81 $329.8 1 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.8 1 $329.8 1 $329.8 1 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 223-610-21 223-6 10-22 223-61 0-23 223-61 0-24 223-61 0-25 223-61 0-26 223-61 0-27 223-61 0-28 223-61 0-29 223-61 0-30 223-61 0-31 223-61 0-32 223-61 0-33 223-61 0-34 223-61 0-35 223-612-01 223-61 2-02 223-6 12-03 223-612-04 223-61 2-05 223-61 2-06 223-61 2-07 223-61 2-08 223-61 2-09 223-61 2-1 0 223-61 2-1 1 223-61 2-1 2 223-61 2-1 3 223-612-14 223-61 2-1 5 223-67 2- 1 6 223-612-1 7 223-61 2-1 8 223-61 2-1 9 223-61 2-20 223-6 1 2-2 1 223-61 2-22 223-61 2-23 223-61 2-24 223-61 2-25 223-61 2-26 223-612-27 223-61 2-28 223-61 2-29 223-61 2-30 223-61 3-01 223-6 13-02 223-61 3-03 $329.81 $329.8 1 $329.81 $329.8 1 $329.8 1 $329.81 $329.81 $329.81 $329.81 $329.81 $329.8 1 $329.81 $329.81 $329.8 1 $329.8 1 $329.81 $329.81 $329.81 $329.8 1 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.8 1 $329.81 $329.81 $329.81 $329.81 $329.8 1 $329.81 \WV)ata\carlsbadWew District\reportMmd2 3nov03 .doc 35 Exhibit 4 City of Carlsbad October 29,2003 Street Lighting and Landscaping District No. 2 Annual Engineer's Report - FY 2003-04 Appendix - Page 6 I Assessment Roll 1 Maximum Assessor's Apportioned Zone Lot Asmt Parcel No. Max. Asmt $329.81 3 73 $329.81 223-613-04 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 1 04 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.8 1 $329.81 $329.81 $329.8 1 $329.8 1 $329.81 $329.81 $329.81 $329.81 $329.8 1 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.8 1 $329.8 1 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.8 1 $329.81 223-61 3-05 223-6 13-06 223-61 3-07 223-61 3-08 223-61 3-09 223-61 3-1 0 223-613-1 1 223-61 3-1 2 223-61 3-1 3 223-613-14 223-61 3-1 5 223-61 3-1 6 223-61 0-36 223-61 0-37 223-61 0-38 223-61 1-05 223-61 1-06 223-61 1-07 223-61 1-08 223-6 1 1-09 223-611-10 223-61 1-1 1 223-61 1-12 223-61 1-13 223-61 1-14 223-6 14-0 1 223-61 4-02 223-61 4-03 223-61 4-04 223-61 4-05 223-61 4-06 223-61 4-07 223-61 4-08 223-61 4-09 223-61 4-1 0 223-614-1 1 223-61 4-1 2 223-6 14- 13 223-6 14- 14 223-6 14- 1 5 223-6 14- 1 6 223-614-1 7 223-6 14-1 8 223-614-19 223-61 4-20 223-614-21 223-61 4-22 223-61 4-23 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.8 1 $329.81 $329.8 1 $329.81 $329.8 1 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.8 1 $329.8 1 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 \WData\carlsbadWew Dishic t\report\llmd2 3nov03.doc 3b Exhibit 4 City of Carlsbad October 29,2003 Street Lighting and Landscaping District No. 2 Annual Engineer's Report - FY 2003-04 Appendix - Page 7 I Assessment Roll 1 Maximum Assessor's Parcel Apportioned Zone Lot Asmt Parcel No. Acres Max. Asmt $329.81 3 122 $329.81 223-614-24 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 155 156 157 158 159 160 161 171 172 173 174 175 176 181 $329.81 $329.81 $329.81 $329.8 1 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.8 1 $329.8 1 $329.81 $329.8 1 $329.8 1 $329.8 1 $329.8 1 $329.8 1 $329.8 1 $329.8 1 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.8 1 $329.81 $329.8 1 $9,234.68 $1 7,479.93 $8,904.87 $21,107.84 $32,321.38 $20,778.03 223-6 14-25 223-6 14-26 223-6 14-27 223-61 4-28 223-6 14-29 223-61 4-30 223-6 14-3 1 223-61 4-32 223-61 4-33 223-6 14-34 223-6 14-35 223-61 4-36 223-61 4-37 223-61 4-38 223-61 4-39 223-61 4-40 223-61 1-15 223-61 1-1 6 223-61 1-1 7 223-61 1-18 223-61 1-19 223-61 1-20 223-61 1-21 223-61 1-22 223-61 1-23 223-61 1-24 223-61 1-25 223-61 1-26 223-61 1-27 223-61 0-39 223-61 0-40 223-610-41 223-61 0-42 223-61 0-43 223-61 0-44 223-61 0-45 223-61 0-46 223-61 0-47 223-61 0-48 223-61 5-01 223-61 5-02 223-6 1 6-0 1 223-6 1 6-02 223-61 6-03 223-61 6-04 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.8 1 $329.81 $329.8 1 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 $329.81 28 SFDs $9,234.68 53 SFDs $17,479.93 27 SFDs $8,904.87 64 SFDs $21,107.84 98 SFDs $32,321.38 63 SFDs $20,778.03 $2,809.98 223-616-09 $2,809.98 $165,736.12 \W\DatakarlsbadWew District\report\llmd2 3nov03 .doc 37 Exhibit 4 City of Carlsbad October 29,2003 Street Lighting and Landscaping District No. 2 Annual Engineer's Report - FY 2003-04 Appendix - Page 8 I Assessment Roll 1 Maximum Assessor's Parcel ADDortioned Zone Lot Asm t Parcel No. Acres Max. Asmt 4 $43,040.92 214-140-44 4.1 70 $2,282.02 4 214-170-58 2.150 $1,176.58 4 214-170-59 1.650 $902.96 4 2 14- 1 70-74 19.350 $10,589.22 4 214-170-75 5.310 $2,905.88 4 21 4-1 70-79 7.120 $3,896.39 4 214-1 70-80 22.310 $12,209.04 4 21 4-1 70-84 10.130 $5,543.60 4 214-170-85 6.460 $3,535.21 $43,040.92 78.650 $43,040.90 38