HomeMy WebLinkAbout2004-06-15; City Council; 17666; SLDD No. 1 FY 2004-05 proceedingsLB# 17,666
lTG. 6/15/04 CITY DEPT*h. ATTY. M TITLE:
STREET LIGHTING AND LANDSCAPING
DISTRICT NO. 1 : INITIATING PROCEEDINGS FOR
FISCAL YEAR 2004-05 IEPT. FIN
RECOMMENDED ACTION:
Adopt Resolution No. 2004-188
Engineer’s Report for a Special Maintenance District.
, initiating proceedings and ordering the preparation of an
Adopt Resolution No. 2004-189 , approving the Preliminary Engineer‘s Report.
Adopt Resolution No. 2004-190 , setting a public hearing for July 6, 2004.
ITEM EXPLANATION:
The purpose of this agenda bill is to request Council’s approval of three resolutions necessary
to begin processing the City’s Street Lighting and Landscaping District No. 1 for Fiscal Year 2004-05
in compliance with the procedures of the California Streets and Highways Code.
BACKGROUND:
In 1983, the City of Carlsbad Street Lighting and Landscaping District (“Assessment District”) was
formed as a Citywide district according to the provisions of the California Streets and Highways Code,
known as the Landscaping and Lighting Act of 1972. Since the Assessment District’s formation, the
cost of operating and maintaining the City’s street lighting system has been funded through
assessments from each parcel in the City, based on special benefit. The Street Lighting Improvement Zone is identified as a Citywide zone formed with the intent for all assessable parcels within the City to pay benefiting assessments as the parcels are developed and streetlights are added.
On June 6, 1989, Council approved the addition of two landscaping zones to the original Assessment
District. The two zones formed were a Street Tree Improvement Zone and a Median Landscaping
Improvement Zone.
The Street Tree Improvement Zone is not a Citywide zone. This improvement zone includes only the properties within the City in which street trees exist within the public right-of-way areas. The maintenance program provides a programmed schedule of tree trimming, treatment of damaged
trees, and emergency response to fallen trees within the public right-of-way.
The Median Improvement Zone funds the cost of maintaining the street medians located throughout
the City. This improvement zone is a Citywide zone and includes plant and tree maintenance care
and structural replacement of the medians when necessary.
Fiscal Year 2004-05 Assessment District Processing:
As shown in the table on the following page, a single-family residential parcel that benefits from the
Street Lighting Improvement Zone, Street Tree Improvement Zone, and Median Landscaping Improvement Zone would have an anticipated assessment of $70.44 for Fiscal Year 2004-05, the same as for the previous eight fiscal years.
Page 2 of Agenda Bill No. 17,666
ASSESSMENT SUMMARY FOR THE AVERAGE SING LE-FAMILY PARCEL
*Assessment rate represents a single-family residence within a code with the largest number of single- family residential parcels.
Staff will present a comprehensive report on the maintenance and operations of the Assessment
District, as introduced in the attached Preliminary Engineer's Report, at the public hearing scheduled
for July 6, 2004.
FISCAL IMPACT:
Asses&nent Collection
General Benefit (General Fund) Contributions from Other Funds & Interest
Loan from the General Fund
Amount from Fund Reserves
Total Funding Sources
$703,160
131,549
59,000 0
65.024
$458,927
0
134,000 0
123,088 szBl.!m
$404,190
0
24,497 309,085
(62.969) L674.803
$1,566,277
131,549
21 7,497 246,116 188,112 52.349.551
Total Budget
The Fiscal Year 2004-05 Street Lighting and Landscaping District No. 1 total budget for the three
zones is projected to be $2,349,551.
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 $31,000 to the fund.
In addition, the City's General fund will contribute $106,000 to the Street Tree Improvement Fund for
staff time and equipment spent on maintaining City parks, Hosp Grove and other miscellaneous other projects, which by policy are not considered part of the public right-of-way program. Interest earned
on cash reserves will contribute an additional $28,000 to the fund.
The City's Street Lighting and Landscaping District No. 2 will contribute $24,497 to the Median
Landscaping Improvement Fund to cover the cost of maintaining the medians within that District.
The City's General fund will also contribute $131,539 to the Street Lighting Improvement Fund as "General Benefit'' assessments, as further described in the Preliminary Engineer's Report. Consistent
with Street Lighting and Landscaping District No. 2, the City has determined that there is no general benefit in the Street Tree Improvement Fund and the Median Landscaping Improvement Fund.
The actual total to be collected from assessments is $1,566,277. A further breakdown of the three
zones follows:
Page 3 of Agenda Bill No. 17 666
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 property
owner assessed followed by a hearing.
Two of the three improvement zones (Street Lighting and Street Trees) have maintained a sufficient surplus in their fund balances to cover the shortfalls for the past eight fiscal years, including the
projected 2004-05 fiscal year. Total revenues in the Median Landscaping Improvement Fund will not
be sufficient to cover anticipated costs for the upcoming fiscal year, and there is no longer a fund
balance available to cover this deficit. An increase in the loan from the General fund to the Median
Landscaping Improvement Fund is budgeted for 2004-05 Operating Budget in the amount of
$309,085. During the operating budget proceedings for fiscal year 2004-05, staff will seek Council
guidance on how they would like to address the projected deficit in this fund, as well as the future
funding in the other two zones.
EXHIBITS:
1. Resolution No. 2004-188 , ordering the preparation of an Engineer's Report. 2. Engineer's Report.
3. Resolution No. 2004-189 , approving the Engineer's Report. 4. Resolution No. 2004-190 , setting a public hearing for July 6, 2004.
DEPARTMENT CONTACT: KEVIN BRANCA; (760) 602-2430; kbran@ci.carlsbad.ca.us
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Exhibit 1
RESOLUTION NO. 2004-188
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CARLSBAD, CALIFORNIA, INITIATING PROCEEDINGS FOR THE
ANNUAL LEVY OF ASSESSMENTS AND ORDERING THE
PREPARATION OF AN ENGINEERS REPORT FOR A SPECIAL
ASSESSMENT DISTRICT.
WHEREAS, the City Council of the City of Carlsbad, California previously formed a special
assessment district pursuant to the terms of the Landscaping and Lighting Act of 1972,
(Division 15, Part 2 of the State Streets and Highways Code, commencing with Section 22500),
the special assessment district is known and designated as Street Lighting and Landscaping
District No. 1 (hereinafter referred to as the “Assessment District“); and
WHEREAS, the Assessment District is an existing assessment district in which
assessments are not proposed to be increased, and is therefore exempt from the procedures and
requirements pursuant to California Constitution Article XlllD 5 5 (a); and
WHEREAS, the City Council wishes to initiate proceedings to provide for the annual levy
of assessments for the next ensuing fiscal year to provide for the annual costs for maintenance of
improvements defined as existing street lighting, median landscaping and street trees
(“Improvements”), within the Assessment District.
NOW, THEREFORE, IT IS HEREBY RESOLVED AS FOLLOWS:
RECITALS
SECTION I. That the above recitals are true and correct.
DECLARATION OF INTENTION
SECTION 2. That the public interest and convenience requires, and it is the intention of
this legislative body to levy and collect assessments to pay the annual costs and expenses for the
maintenance and/or servicing of the Improvements for the Assessment District, with the
Improvements generally described as follows:
The maintenance of certain street lighting improvements, street trees, and median
landscaping improvements, as set forth and described in the Engineer’s Report (the “Report“)
attached as Exhibit 3 and incorporated herein by this reference. The proposed new
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Page 2 of Resolution No. 2004-188 Exhibit 1
improvements to be maintained and serviced caused generally by new development within the
Assessment District are described as follows:
The maintenance of certain additional street lighting improvements and additional
landscaping improvements, including replacement of street trees and median landscaping
improvements, all as set forth and described in the Report.
REPORT OF ENGINEER
SECTION 3. That the Improvements are hereby referred to Harris & Associates, who is
hereby directed to make and file the Report generally containing the following:
A. Plans and specifications describing the general nature, location and extent of the
Improvements within the Assessment District;
B.
to be assessed;
C.
A diagram for the Assessment District, showing the area and properties proposed
An estimate of the cost of the maintenance andlor servicing of the Improvements
for the Assessment District for the Fiscal Year 2004-05;
D. An assessment of the estimated costs of the maintenance andlor servicing,
assessing the net amount upon all assessable lots andlor parcels within the Assessment District
in proportion to the benefits received.
That upon completion of the Report, the original shall be filed with the City Clerk, who shall
then submit the same to the City Council for its immediate review and consideration which is
hereby ordered to be kept on file and open for public inspection in the Office of the City Clerk.
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Page 3 of Resolution No. 2004-188 Exhibit 1
FISCAL YEAR
SECTION 4. That the Report shall include all costs and expenses of said maintenance
and/or servicing relating to the fiscal year commencing July 1, 2004 and ending June 30, 2005.
PASSED, APPROVED, AND ADOPTED at a regular meeting of the Carlsbad City Council
held on the 15th dayof June , 2004 by the following vote, to wit:
AYES: Council Members Lewis, Finnila, Kulchin, Hall and Packard
NOES: None
ABSENT: None
ATTEST
Exhibit 2
CITY OF CARLSBAD
STREET LIGHTING AND LANDSCAPING DISTRICT NO. 1
PRELIMINARY
ANNUAL ENGINEER'S REPORT
FISCAL YEAR 2004-2005
Prepared by: /
Harris & Associates
RCE 41965 Exp. 3/31/06
June 2.2004
Date
7
Exhibit 2
City of Carlsbad June 2,2004
Street Lighting and Landscaping District No. 1
Preliminary Annual Engineer's Report - FY 2004-05 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 2004-2005 commencing July 1,2004 and ending on June 30,
2005 ("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. The total cost of maintaining and servicing the improvements for the specified
improvement zone including all incidental expenses for the Fiscal Year.
b. The amount of any surplus or deficit in the improvement fund to be carried over from the
preceding fiscal year.
c. The amount of any contributions to be made from sources other than assessments
levied pursuant to the Assessment District.
d. The amount, if any, of the annual installment for the fiscal year where the City Council
has ordered an assessment for the estimated cost of any improvements to be levied and
collected in annual installments.
e. The net amount to be assessed upon assessable lands within the Assessment District,
being the total improvement costs referred to in sub-section a, increased or decreased,
as the case may be, by any of the amounts referred to in sub-sections b, c or d.
AN ASSESSMENT OF THE ESTIMATED COSTS OF THE IMPROVEMENTS. The
assessment shall refer to the new fiscal year and shall do all of the following:
a. State the net amount to be assessed upon the assessable lands within the Assessment
District.
b. Describe each assessable lot or parcel of land within the Assessment District. Due to
the large number of parcels within the Assessment District, the City uses the assessor's
parcel number from San Diego County records assessment rolls for a description of the
lots. A copy of the assessment roll including such description is kept on file at the City
Engineering Department.
Exhibit 2
City of Carlsbad June 2,2004
Street Lighting and Landscaping District No. 1
Preliminary Annual Engineer’s Report - FY 2004-05 Page 2
c. Assess the net amount upon all assessable lots or parcels of land within the
Assessment District by apportioning that amount among the several lots or parcels in
proportion to the estimated benefits to be received by each lot or parcel from the
improvements .
PART 1 - STREET LIGHTING IMPROVEMENT ZONE
PLANS AND SPECIFICATIONS: The improvement work consists of maintenance and servicing
of the 6,432 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 890 streetlights that were repaired and
38 new streetlights added to the street light inventory during Fiscal Year 2003-2004. 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 2004-2005” 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 2004-2005” 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 $958,733.
The estimated total cost includes the furnishing of all services and materials for the ordinary
and usual operation, maintenance and servicing of installed streetlights 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 (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, 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.
Exhibit 2
City of Carlsbad June 2,2004
Street Lighting and Landscaping District No. 1
Preliminary Annual Engineer’s Report - FY 2004-05 Page 3
TOTAL ESTIMATED FY 2004-05
STREET LIGHTING MAINTENANCE & SERVICE COSTS
~~ ~ Personnel $1 56,002
Maintenance & Operations $802,73 1
Capital Improvements $0
Total Cost Estimate $958.733
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 2004-05
NET ASSESSABLE AMOUNT - STREET LIGHTING MAINTENANCE
Total Cost Estimate $958,733
Less:
Contribution for Services Public Parcels $28,000
General Benefit Contribution $1 31,549
Interest Earned $31,000
Fund Balance from Previous Fiscal Year $1,024,521
Plus:
Estimated Fund Reserve at end of Fiscal Year $959,497
Net Assessable Amount $703,160
The contribution for services to public parcels has been calculated at $28,000. This
contribution is made since public parcels are non-assessable on the County tax rolls. The City’s
General fund will contribute $28,000.
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.
Exhibit 2
Lamp Size
(Watts)
City of Carlsbad June 2,2004
Street Lighting and Landscaping District No. 1
Preliminary Annual Engineer’s Report - FY 2004-05 Page 4
Number Monthly Monthly Annual Avg Annual
Lights Rate Amount Amount Cost per Light
100 ,
150
Subtotal4
3,156 $6.30 $19,871.44 $238,457.26
93 $8.62 $801.51 $9,618.13
4.685 $329.031.33 $70.23
200
250
400
Su btotal-2
Total 6,432 $583,263.63
Annual Amount Difference between Subtotal-1 & Subtotal-2 $75.30
General Benefit =
$131,549.10
Total Est. Cost less public parcel contribution $930,733
General Benefit Percentage 14.13%
Annual Amount Difference times No. of High Wattage Lights
1,096 $10.95 $12,002.52 $144,030.18
644 $14.03 $9,034.80 $108,417.66
7 $21.24 $148.71 $1,784.46
1,747 $254.232.30 $1 45.53
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.
All of the parcels within the Assessment District are located within the City of Carlsbad and are
approved developments or are in the final stages of obtaining approval for a proposed
development. As a condition of approval, the developer is required by the City to provide
certain standard street lighting for the entire area within the development and pay the energy
costs for the initial 18-month period. The units in a development are assessed the following
fiscal year after the street lights are energized.
Two Zones of benefit have been created within the citywide Street Lighting Zone as follows:
Zone 1 - City owned and maintained street lights
Zone 2 - Undeveloped property - non-benefiting, not assessed
Zone 1 consists of the following eight sub-codes. An example of these codes is included in
Appendix A of this Engineer’s Report.
CODE A1 * Street lights at intersections only (residential)
Exhibit 2
City of Carlsbad June 2,2004 Street Lighting and Landscaping District No. 1
Preliminary Annual Engineer's Report - FY 2004-05 Page 5
CODE BI*
CODE C1*
CODE D1*
CODE E2**
CODE F2**
CODE G2**
CODE H 1 ***
Street lights at intersections and mid-block (residential)
Street light spacing at current City engineering standards (residential)
City owned street lights on surrounding streets, private lighting within
development (single-family residential, only adjacent City lights will be
calculated for code assessment cost)
Street light spacing at current City standard, condos and apartment buildings,
ten units and above
Street light spacing at current City standard, commercial and industrial parcels
Special lighting and spacing standard, downtown redevelopment area
Street light spacing at current City standard, time shares only
The unit rate of assessment for these codes was based on equal shares of cost of
maintenance and operation of the total lights within each code at the time of formation.
The unit rate of assessment for these codes at the time of formation was based on the
share of cost of maintenance and operation of total lights as determined by front footage
percentage of each parcel in relation to total footage within each code.
*** The unit rate of assessment for this code at the time of formation was based on a flat rate
per unit.
The method of assessment for codes within Zone 1 is based on units as shown in the following
table. In the case of codes AI, 61, C1, and DI, a residential dwelling is equal to one benefit
unit. In Code E2 condominium dwelling units or apartment buildings with ten units and above
are assigned units based on the front footage of these developments. In Code F2 commercial
and industrial parcels are assigned units based on the front footage of these developments.
Code G2 includes the downtown redevelopment area and units in this code are also based on
front footage. Code HI only includes time share units, which are all assigned the same cost per
unit.
METHOD OF ASSESSMENT FOR STREET LIGHTING
*
**
Street Lighting Code Benefit Unit
AI, 61, 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
HI Time shares = $0.20 per weekly unit
The Street Lighting Zone assessments will not increase in Fiscal Year 2004-05, and will remain
at the same unit rates as assessed in the last eight fiscal years. All new assessor's parcels, that
by petition of the property owner@) have been added to the Street Lighting Zone, will be
calculated at the same unit rates as used in the last eight fiscal years.
Exhibit 2
City of Carlsbad June 2,2004
Street Lighting and Landscaping District No. 1
Preliminary Annual Engineer’s Report - FY 2004-05 Page 6
The rate per assessment unit for Fiscal Year 2004-05 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
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 I Foot
G-2 $2.690464 I 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 14,581 trees in the public right-of-way, parks, and trees at all City facilities. The
maintenance consists of pruning, planting, removal and root pruning. The City annually
responds to over 660 street tree orderlrequests, removes over 13 trees and plants over 14
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 2004-
2005” 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 2004-2005” 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 $71 6,015.
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, 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, updating of the street tree mapping and inventory
database, checking proposed improvement plans for conformance with City standards
regarding street trees, coordinating with Planning, Engineering and Engineer’s of Work to
ensure that departmental needs are met, the provision of supplies such as pesticides,
1.3
Exhibit 2
City of Carlsbad June 2,2004
Street Lighting and Landscaping District No. 1
Preliminary Annual Engineer's Report - FY 2004-05 Page 7
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 2004-05
STREET TREE MAINTENANCE & SERVICE COSTS
I Personnel $417.887 I
IMaintenance & Operations $298,128 I
Capital Improvements $0
Total Cost Estimate $71 6.01 5
The net assessable amount to be levied upon the assessable lands within the Assessment
District is $458,927. This amount is derived by subtracting the amounts of the current
improvement fund surplus and contributions from other funding sources from
estimate. The following table shows how the net assessable amount is derived:
FY 2004-05
NET ASSESSABLE AMOUNT - STREET TREE MAINTENANCE
ITotal Cost Estimate $71 6,015
Less:
Contribution for Services Public Parcels $1 06,000
General Benefit Contribution $0
Interest Earned $28,000
Fund Balance from Previous Fiscal Year $847,284
Plus:
Estimated Fund Reserve at end of Fiscal Year $724,196
Net Assessable Amount $458.927
the total cost
The City has determined the contribution for services to public parcels amounting to $106,000.
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 there is no general benefit.
AN ASSESSMENT OF THE ESTIMATED COSTS OF THE IMPROVEMENTS: The City's
existing street tree inventory is currently established at approximately 14,581 trees.
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
EDU of 1.0, while most other parcels, as shown on the following table, are given assessments
Exhibit 2
City of Carlsbad June 2,2004 Street Lighting and Landscaping District No. 1
Preliminary Annual Engineer’s Report - FY 2004-05 Page 8
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: lfacres c .20, then Benefit Units (BU) = 1.0, otherwise BU = 5.9 x Acres (Le. Acred0.17)
\5
Exhibit 2
City of Carlsbad June 2,2004
Street Lighting and Landscaping District No. 1
Preliminary Annual Engineer’s Report - FY 2004-05 Page 9
The Street Tree Improvement Zone assessments will not increase in Fiscal Year 2004-05, and
will remain at the same unit rate of $36.10 per EDU as assessed in the last eight 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 eight
fiscal years.
This unit assessment is applied to 13,929 parcels in the Street Tree Improvement Zone. The
total number of EDUs for these parcels amounts to approximately 12,711.52 EDUs. The
revenue generated by these parcels amounts to $458,926.76. 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 repaidadjustment, and parking lot
sweeping. A contractual median maintenance program provides for contracting, administering
and overseeing median maintenance for approximately 40 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 2004-2005” 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 2004-2005” 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 $674,803.
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 (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 departmental needs are met, the provision of supplies
Exhibit 2
Total Cost Estimate $674,803,
Less:
General Benefit Contribution $0
LLD #2 Contribution $24,497
Fund Balance from Previous Fiscal Year $(62,969)
General Fund Loan $309,085
Plus:
Estimated Fund Reserve at end of Fiscal Year $0
Net Assessable Amount $404,190
City of Carlsbad June 2,2004
Street Lighting and Landscaping District No. 1
Preliminary Annual Engineer’s Report - FY 2004-05 Page 10
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 2004-05
MEDIAN LANDSCAPING MAINTENANCE & SERVICE COSTS
ICaDitat lmwovements $152.100 I
ITotal Cost Estimate $674,803 I
The net assessable amount to be levied upon the assessable lands within the Assessment
District is $404,190. 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:
Exhibit 2
City of Carlsbad June 2,2004 Street Lighting and Landscaping District No. 1
Preliminary Annual Engineer's Report - FY 2004-05 Page 11
LANDSCAPE MAINTENANCE BENEFIT UNITS AND LAND USE CODES
Formula: lf acres c 20, then Benefit Units (BU) = 1 .O, otherwise BU = 5.9 x Acres (i.e. Acred0.17)
The Median Landscaping Improvement Zone assessments will not increase in Fiscal Year
2004-05, and will remain at the same unit rate of $8.34 per EDU as assessed in the last eight
fiscal years. All new assessor's parcels that have been added within the City boundaries are
Exhibit 2
City of Carlsbad June 2,2004
Street Lighting and Landscaping District No. 1
Preliminary Annual Engineer’s Report - FY 2004-05 Page 12
automatically added to the Median Landscaping Improvement Zone and will be calculated at the
same unit rate as used in the last eight fiscal years.
This unit assessment is applied to 50,056 parcels in the Median Landscaping Improvement
Zone. The total number of EDUs for these parcels amounts to approximately 48,443.87 EDUs.
The revenue generated by these parcels amounts to $404,190.20. 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.
The following parcels were incorporated into Street Lighting and Landscaping District No. 2 and
are therefore being exempted from this Street Lighting and Landscaping District No. 1. These
parcels were previously assessed for median benefit.
APN
1671011900
1680410800
1682804900
1683100100
1683100200
1683100300
1683100400
2081800100
2081800200
2081800300
2081800400
2081800500
2081800600
2081800700
2081800800
2081800900
2081801000
2081801100
2081801200
2081801300
2081801400
2081801500
2081801600
2081801700
2081801800
2081 801900
2081 802000
2081802100
2081802200
2081 802300
2081802400
2081802500
2081802600
2081802700
2081802800
2081802900
APN
2081803000
2081803100
2081803200
2081803300
2081803400
2081803500
2081810100
2081810200
2081810300
2081810400
2081810500
2081810600
2081810700
2081810800
2081810900
2081811000
2081811100
2081811200
2081811300
208181 1400
2081 81 1500
2081811600
208181 1700
2081811800
2081811900
2081 81 2000
2081812100
2081 81 2200
2081812300
2081812400
2081812500
2081812600
2081812700
2081812800
2081812900
2081813000
APN
2081813100
2081813200
2081813300
2081813400
2081813500
2081813600
2081813700
2081 81 3800
2081813900
2081814000
2081814100
2081 8201 00
2081820200
2081820300
2081820400
2081820500
2081820600
2081820700
2081820800
2081820900
2081821000
2081821100
2081821200
2081 821 300
2081821400
2081821500
2081821600
2081821 700
2081821800
2081821900
2081822000
2081822100
2081822200
2081822300
2081822400
2081822500
APN
2081822600
2081822700
2081822800
2081822900
2081823000
2081823100
2081823200
2081823300
2081823400
2081823500
2081823600
2081823700
2081823800
2081823900
2081824000
2081830100
2081830200
2081830300
2081 830400
2081 830500
2081 830600
2081 830700
2081830800
2081830900
2081831000
2081831100
2081831200
2081831300
2081831400
2081831500
2081831600
208 1 83 1 700
2081831800
2081831900
2081832000
2081832100
APN
2081832200
2081832300
2081832400
2081832500
2081832600
2081832700
2081832800
2081832900
2081833000
208 1 833 1 00
2081833200
2081840400
2081 840500
2081840600
2081850500
2081860300
2081860500
2081860600
2141404400
2141705800
2141705900
2141707400
2141707500
2141707900
2141708000
2141708400
2141708500
2236100100
2236100200
2236100300
2236100400
2236100500
2236100600
2236100700
2236100800
2236100900
APN
22361 01 000
2236101100
22361 01 200
22361 01 300
2236101400
22361 01 500
22361 01 600
22361 01 700
2236101800
2236101900
2236102000
2236102100
2236102200
2236102300
2236102400
2236102500
2236102600
2236102700
2236102800
2236102900
2236103000
2236103100
2236103200
2236103300
2236103400
2236103500
2236103600
2236103700
22361 03800
22361 03900
2236104000
2236104100
2236104200
2236104300
2236104400
2236104500
Exhibit 2
City of Carlsbad June 2,2004 Street Lighting and Landscaping District No. 1
Preliminary Annual Engineer’s Report - FY 2004-05 Page 13
APN
2236104600
2236104700
2236104800
22361 101 00
22361 10200
2236110300
22361 10400
2236110500
2236110600
22361 10700
22361 10800
2236110900
2236111000
2236111100
2236111200
2236111300
2236111400
22361 1 1500
2236111600
2236111700
22361 1 1800
22361 1 1900
22361 12000
2236112100
2236112200
2236112300
2236112400
22361 12500
2236112600
2236112700
2236120100
2236120200
2236120300
2236120400
2236120500
2236120600
2236120700
2236120800
2236120900
2236 1 2 1 000
2236121100
22361 21 200
22361 2 1 300
2236121400
2236121 500
APN
2236121600
2236 12 1 700
2236121800
22361 21 900
2236122000
2236122100
2236122200
22361 22300
2236122400
2236122500
2236122600
2236122700
2236122800
2236122900
2236123000
22361 301 00
2236130200
22361 30300
22361 30400
2236130500
22361 30600
2236130700
22361 30800
2236130900
2236 1 3 1 000
2236131100
2236131200
2236 1 3 1 300
2236131400
22361 31 500
2236131600
22361401 00
2236140200
2236140300
2236140400
2236140500
2236140600
22361 40700
2236140800
2236140900
22361 41 000
2236141100
2236141200
2236141300
2236141400
APN
2236141 500
2236141600
22361 41 700
2236141800
2236141900
2236142000
2236142100
2236142200
22361 42300
2236142400
2236142500
2236142600
22361 42700
22361 42800
2236142900
22361 43000
2236143100
2236143200
2236143300
2236143400
2236143500
2236143600
22361 43700
2236143800
2236143900
2236144000
22361 501 00
22361 50200
2236160100
2236160200
2236160300
2236160400
2236160900
Legend
Street Tree Benefit Zone
:2
. ~ ____ Street Mectian lmpmv~
Zone Dia~ram and Meckn
FacWis location Map for
Fhl Ymr 2004-2005
Exhib 2
Exhibit 2
APPENDIX “A”
Examples of Street Lighting Codes
Exhibit 2
AI
CITY LIGHTS AT
INTERSECTIONS ONLY
Exhibit 2
BI
CITY LIGHTS AT
INTERSECTIONS AND
'MIDBLOCK
a
Exhibit 2
a 0 2 t!i
a
NUT TU SCALE
63' 68'
64' .
L 1 68'
LA MACARENA AVE. fx
71' 65' 3
/J
' JACARANDA AVE.
ii I
& OLIVENHAIN RD. & rcr fl
CI
CITY LIGHTS
CI
SPACING AT CURRENT
CITY STANDARDS
a7
Exhibit 2
DI
CITY LIGHTS ON
MAJOR STREETS, PRIVATE
LI GHTl NG WITHIN DEVELOPMENT
Exhibit 2
NOT TO SCALE
E2
CITY LIGHTS
CONDOS AND APARTMENTS
Exhibit 2
NOT TO SCALE
F2
CITY LIGHTS COMMERCIAL AND
INDUSTRIAL
Exhibit 2
NOT TU SCALE
G2
CITY LI G HTS
REDEVELOPMENT AREA
Exhibit 2
HI
CITY LIGHTS AT
TIME SHARE COMPLEX
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Exhibit 3
RESOLUTION NO. 2004-189
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CARLSBAD, CALIFORNIA, APPROVING THE PRELIMINARY
ENGINEERS REPORT FOR THE PROCEEDINGS FOR THE
ANNUAL LEVY OF ASSESSMENTS WITHIN A SPECIAL
ASSESSMENT DISTRICT.
WHEREAS, the City Council of the City of Carlsbad, California, pursuant to the terms of the
Landscaping and Lighting Act of 1972, (Division 15, Part 2 of the State Streets and Highways Code,
commencing with Section 22500), did by previous resolution initiate proceedings and ordered the
preparation of an Engineer's Report (the "Report") for the annual levy of assessments within a special
assessment district, said special assessment district known and designated as Street Lighting and
Landscaping District No. 1 (hereinafter referred to as the "Assessment District"); and
WHEREAS, there has now been presented to this City Council the Report as required by said
Division 15 of the Streets and Highways Code and as previously directed by resolution; and
WHEREAS, this City Council has now carefully examined and reviewed the Report as
presented, and is satisfied with each and all of the items and documents as set forth therein, and is
satisfied that the assessments, on a preliminary basis, have been distributed in accordance with the
benefits received from the improvements to be maintained, as set forth in the Report.
NOW, THEREFORE, IT IS HEREBY RESOLVED AS FOLLOWS:
SECTION 1. That the above recitals are all true and correct.
SECTION 2. That the Report as presented consists of the following:
A. Plans and specifications describing the general nature, location and extent of the
improvements to be maintained.
B. Estimate of cost, including the amount of the annual installment for the forthcoming
fiscal year.
C.
D.
The Report, as presented, is hereby approved on a preliminary basis, and is ordered to be filed
Diagram of the Assessment District.
Assessment of the estimated cost.
in the Office of the City Clerk as a permanent record and to remain open to public inspection.
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Page 2 of Resolution No. 2004-189 Exhibit 3
SECTION 3. That the City Clerk shall certify to the passage and adoption of this
Resolution, and the minutes of this meeting shall so reflect the presentation of the Report.
PASSED, APPROVED, AND ADOPTED at a regular meeting of the Carlsbad City Council held
on the 15th dayof June , 2004 by the following vote, to wit:
AYES: Council Members Lewis, Finnila, Kulchin, Hall and Packard
NOES: None
ABSENT: None
ATTEST:
-.
J5 LORRAh6lE M. WOOD, City Clerk (SEAL)
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Exhibit 4
RESOLUTION NO. 2004-190
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF CARLSBAD, CALIFORNIA, DECLARING ITS
INTENTION TO PROVIDE FOR AN ANNUAL LEVY
AND COLLECTION OF ASSESSMENTS IN A SPECIAL
ASSESSMENT DISTRICT, AND SETTING A TIME AND
PLACE FOR A PUBLIC HEARING THEREON.
WHEREAS, the City Council of the City of Carlsbad, California, has previously formed a
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),
said special assessment district 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 exempt from the procedures and
requirements of all assessments under California Constitution Article XlllD § 5 (a); and
WHEREAS, the City Council wishes levy assessments for the next ensuing fiscal year to
provide for the costs and expenses necessary to pay for the maintenance of the improvements
within the Assessment District; and
WHEREAS, there has been presented and approved by this City Council the Engineer's
Report (the "Report"), as required by law, and this City Council is desirous of continuing with the
proceedings for said annual levy; and
WHEREAS, the improvements to be maintained shall consist of all originally designated
and authorized improvements, as well as certain new and additional improvements.
NOW, THEREFORE, BE IT RESOLVED AS FOLLOWS:
RECITALS
SECTION 1. That the above recitals are all true and correct.
SECTION 2. That the public interest and convenience requires, and it is the intention of
the City Council to levy and collect assessments to pay the annual costs and expenses for the
maintenance and/or servicing of the improvements for the Assessment District, the
improvements generally described as follows:
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Exhibit 4 Page 2 of Resolution No. 2004-190
The maintenance of certain street lighting improvements, street trees, and median
landscaping improvements, as set forth and described in the Report.
The proposed new improvements to be maintained and serviced caused generally by
new development are described as follows:
The maintenance of certain additional street lighting improvements and additional
landscaping improvements, including replacement of street trees and median landscaping
improvements, all as set forth and described in the Report, which is hereby ordered to be kept
on file and open for public inspection in the Office of the City Clerk.
BOUNDARIES OF ASSESSMENT DISTRICT
SECTION 3. That said improvements are of direct benefit to the properties within the
boundaries of the Assessment District, which Assessment District the legislative body previously
declared to be the area benefited by the improvement, and for particulars, reference is made to
the boundary map as previously approved by the City Council, a copy of which is on file in the
office of the City Clerk and open for public inspection, and is designated by the name of this
Assessment District.
REPORT OF ENGINEER
SECTION 4.
A. That the Report, as preliminarily approved by this legislative body, is on file with
the City Clerk and open for public inspection. Reference is made to the Report for a full and
detailed description of the improvements to be maintained, the boundaries of the Assessment
District and any zones therein, and the proposed assessments upon assessable lots and parcels
of land'within the Assessment District.
B. All Street Lighting Improvement Zone, Street Tree Improvement Zone and
Median Landscaping Improvement Zone assessments are to remain the same as the previous
year and all new assessments added to the tax roll will be calculated at the same unit rates as
the previous year.
Ill
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Page 3 of Resolution No. 2004-190 Exhibit 4
PUBLIC HEARING
SECTION 5. Notice is hereby given that a public hearing is scheduled in the regular
meeting place of the City Council, being the Council Chambers, City Hall, on the following date
and time:
Tuesday, July 6,2004, at 6:OO p.m.
At that time this legislative body will hear protests or objections in reference to the annual
levy of assessments and to any other matters contained in this resolution. Any persons who
wish to object to the proceedings or the annual levy should file a written protest with the City
Clerk prior to the time set for the public hearing. If there is a majority protest against the levy of
an annual assessment that is increased from the previous year, the proposed increase in the
assessments shall be abandoned. A majority protest exists if, upon the conclusion of the
hearing, written protests filed and not withdrawn, represent property owners owning more than
50% of the assessable area of land within the District.
NOTICE
SECTION 6. That the City Clerk is hereby authorized and directed to give notice as
required by law by causing a copy of this Resolution to be published in a newspaper of general
circulation within the City of Carlsbad, said publication to be completed not less than ten (IO)
days prior to the date set for the public hearing.
PROCEEDINGS INQUIRIES/PROTESTS
SECTION 7. For any and all information relating to these proceedings, including
information relating to protest procedure, your attention is directed to the person designated
below:
JOAN E. COX
ASSESSMENT ENGINEER
HARRIS & ASSOCIATES
TELEPHONE: (800) 827-4901 EXT. 337
Owners of property within the Assessment District may mail written protests to the
following address:
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Page 4 of Resolution No. 2004-190 Exhibit 4
CITY CLERK
CITY OF CARLSBAD
1200 CARLSBAD VILLAGE DRIVE
CARLSBAD, CA 92008
PASSED, APPROVED AND ADOPTED at a regular meeting of the Carlsbad City
Council held on the 15th day of June , 2004 by the following
vote, to wit:
AYES: Council Members Lewis, Finnila, Kulchin, Hall and Packard
NOES: None
ABSENT: None
ATTEST:
d&&h3va/4
LORRAlkE M. WOOD, City Clerk (SEAL)