HomeMy WebLinkAbout2004-07-06; City Council; 17701; Street Lighting & Landscaping District 2 hearing4B# 17,701
ATG. 7/06/04
IEPT. FIN
RECOMMENDED ACTION:
TITLE:
STREET LIGHTING AND
LANDSCAPING DISTRICT NO. 2
PUBLIC HEARING
That a public hearing be held to consider a staff report, receive public comment, and approve Resolution No. , confirming the diagram and assessment and providing for the levy of the annual assessment for Street Lighting and Landscaping District No. 2.
2004-226
ITEM EXPLANATION:
On November 18, 2003, the City Council formed Street Lighting and Landscaping District No. 2
(“District No. 2”). District No. 2 was formed for new development in 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”).
Each development within District No. 2 is considered a separate zone, with their own assessment based on the costs for that articular area of the City. There are currently four zones in District No.
developments. However, staff is working with other develo ers currently building communities in the
At their meetin of June 15, 2004, the City Council a proved three resolutions that initiated
2, including Calavera Hils P II, Kelly Ranch, the Oaks South, and the Thompsonrrabata
City, and these properties will be annexed into District No. z in the near future.
proceedin s an % ordered the preparation of an Engineer‘s Fi eport for a Special Assessment District, approved a he Engineer’s Report, and set the public hearing for July 6, 2004.
provided E y the improvements. The cost of such general benefit is not to be assessed to the
The attached Engineer’s Report outlines the maintenance and associated costs to be performed during the upcoming fiscal year, and the City’s contribution of a “General Benefit“ for street lighting, as detailed in the previously a proved Engineer’s Report. The “General Benefit“ became a requirement with Proposition 218: Any share of the benefits received from an improvement that does not rovide a special benefit to the assessed properties is considered to be a general benefit
properties in the Assessment District, but instead is contributed by the City from the General Fund.
The resolution setting the public hearing was published in the North County Times at least ten days prior to the public hearing date.
FISCAL YEAR 2004-05 ASSESSMENT DISTRICT PROCESSING:
In each of the four zones, a maximum and actual assessment rate is calculated on an annual basis.
The maximum is the maximum annual assessment rate that can be assessed on a particular parcel.
The rate is calculated by adding up all the costs of maintenance and replacements, assuming that
all of 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 homeowners
association (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. The maximum assessments can increase by the increase in the Consumer
Price Index (CPI) on an annual basis. The change in the CPI from March 2003 to March 2004 was
3.7%, and is reflected in the maximum assessment rates for 2004-05.
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 in order that the City can recover its costs of maintaining the
imp roveme n ts.
Page 2 of Agenda Bill No. 17,701
Kelly Ranch
The Oaks South
Thompsonflabata
In addition to costs associated with improvements being maintained by HOA's, street lighting costs
have not been assessed for fiscal year 2004-05, since these lights have either recently been
energized or will not be energized until fiscal year 2004-05. When street lights are initially
energized, developers prepay 18 months of electricity charges. Therefore, street lights costs are not
assessed to property owners until the fiscal year after the lights have been energized.
As shown in the followin table, the actual assessment rates for a single-family residential parcel per
Letween developments dependin on the density of each development, and the amount and types ear range from a low o ? $5.99 per parcel to a high of $62.07 per parcel. These assessments vary
of improvements being maintaine % in each development.
$161.07 $ 44.28 HOA
No charge for street lights in this
fiscal year
No street trees No charge for street lights in this
fiscal year
Trees, medians and majority of lights
$342.01 $ 5.99 maintained by HOA
Trees maintained by HOA
$180.32 $ 62.07 No charge for street lights in this
$ 97.66 $ 57.12
ASSESSMENT SUMMARY FOR THE AVERAGE ANNUAL SINGLE-FAMILY PARCEL
FISCAL IMPACT:
The Fiscal Year 2004-05 Street Lighting and Landscaping District No. 2 total budget for the four
zones is projected to be $71,678.
The 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 are being recovered through the annual assessments placed on the property tax roll, over a four-year period. This is the
first year that assessments have been placed on the property tax roll for District No. 2.
EX H I BITS :
1. Order of Procedure.
2. Approved Engineer's Report.
3. Resolution No. 2004-226 , confirming the diagram and assessment and providing
for the levy of the annual assessment for Street Lighting and Landscaping District No. 2.
DEPARTMENT CONTACT: Kevin Branca; (760) 602-2430; kbran@ci.carlsbad.ca.us
Exhibit 1
ORDER OF PROCEDURE
CITY OF CARLSBAD
MAYOR:
CITY CLERK:
MAYOR:
STAFF:
MAYOR:
STAFF:
CITY COUNCIL:
MAYOR:
STREET LIGHTING AND LANDSCAPING DISTRICT NO. 2
DATE OF PUBLIC HEARING: JULY 6,2004
"This is the time and place fixed for the public hearing relating to the levy of certain assessments to cover the cost of maintenance for
certain street improvements existing within the boundaries of Street Lighting and Landscaping District No. 2. "
(Address the City Clerk) "Has proper notice been given in the manner and form as required by law, and is a Certificate of Compliance on file and open for public inspection?"
Verifies and gives date of legal notice.
"And now staff will present a report based on the approved Engineer's
Report. "
Provide description of boundaries of district.
Explain extent of maintenance work.
Present and summarize report pursuant to the provisions of the Landscaping and Lighting Act of 1972.
Explain method and formula of assessment spread.
Report on protests received and announce that copies have been delivered to each member of the legislative body.
END OF STAFF REPORT - OPEN FOR PUBLIC DISCUSSION
"This public hearing is now open for public discussion. Will any person who is opposed to the assessment district step forward and present his or her opposition to the following:
+ Boundaries of the district.
+ Extent of works of maintenance or method of assessment spread. "
"Next,
Will any person wishing to speak in favor the district come forward. "
Give final report on protests received.
Presentation of proposed changes, if any.
Discussion
"This public hearing is now closed."
Exhibit 2
CITY OF CARLSBAD
STREET LIGHTING AND LANDSCAPING DISTRICT NO. 2
FINAL
ANNUAL ENGINEER'S REPORT
FISCAL YEAR 2004105
Prepared by:
Harris & Associates
RCE 41965 Exp. 3/31/06
Date: June 21.2004
City of Carlsbad June 21,2004
Street Lighting and Landscaping District No. 2
Preliminary Annual Engineer’s Report - FY 2004-05 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 ...................................................................................... 14
Part E - Assessment Diagram ............................................................................... 14
Appendix
Assessment Roll
5
City of Carlsbad June 21,2004
Street Lighting and Landscaping District No. 2
Preliminary Annual Engineer's Report - FY 2004-05 Page 2
FISCAL YEAR 2004-05
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 2 18 Omnibus Implementation 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 Hams & 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.
b
City of Carlsbad June 21,2004
Street Lighting and Landscaping District No. 2
Preliminary Annual Engineer's Report - FY 2004-05 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 hrnishing 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.
3
City of Carlsbad June 21,2004
Street Lighting and Landscaping District No. 2
Preliminary Annual Engineer’s Report - FY 2004-05 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 11 Development and funds the operation and
maintenance of street lighting, street trees and medians.
Zone 2 - Encompasses the Kelly Ranch Core Development and funds the operation and
maintenance of street lighting and medians.
Zone 3 - Encompasses The Oaks South Development and funds the operation and maintenance of
street lighting, street trees and medians.
Zone 4 - Encompasses the ThompsonITabata 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.
8
City of Carlsbad June 21,2004
Street Lighting and Landscaping District No. 2
Preliminary Annual Engineer’s Report - FY 2004-05 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 fully maintained for Fiscal
Year 2004-05. The 1972 Act provides that the total cost of the maintenance and services, together
with incidental expenses, may be financed fiom 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.
FY 2004-05 Budget
O&M Repl. Total Form- Other M04-05
$15,694
Subtotal Annual Costs: $62,222 $5,751 $3,705 I $71,678 I
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
* These lights are on arterial roadways, therefore the Total O&M/Repl. costs have been multiplied by 86.3%
** These budgets are $0 due to HOA maintenance and servicing
*** Portion of total median area attributable only to Calavera Hills II
Notes:
(This is to account for the 13.7% General Benefit for Arterial Roadways)
Requests to energize street lights in Kelly Ranch Core and The Oaks South have been received, but will not be
assessed until FY200506
City of Carlsbad June 21,2004
Street Lighting and Landscaping District No. 2
Preliminary Annual Engineer’s Report - FY 2004-05 Page 6
Please see Part C of this Report for a description of Equivalent Dwelling Units (EDU’s) and the
apportionment formula.
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 funds 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.
City of Carlsbad
Street Lighting and Landscaping District No. 2
Preliminary Annual Engineer's Report - FY 2004-05
June 21) 2004
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 hrther 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 Lighting.
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.
City of Carlsbad June 21,2004
Street Lighting and Landscaping District No. 2
Preliminary Annual Engineer’s Report - FY 2004-05 Page 8
Lamp Size
(Watts)
Arterial Livhtine.
Number Monthly Monthly Annual Avg Annual
Lights Rate 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.
200 1,096 $10.95
250 644 $14.03
400 7 $21.24
Subtotal-2 1,747
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.
$12,002.52 $144,030.18
$9,034.80 $108,417.66
$148.71 $1,784.46
$254,232.30 $145.53
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).
City of Carlsbad June 21,2004
Street Lighting and Landscaping District No. 2
Preliminary Annual Engineer’s Report - FY 2004-05 Page 9
Therefore, 13.7% of the Street Lighting Improvements on the City’s arterial roadways are
considered general benefit, and only 86.3% 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 andor 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.
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 hnded 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 Jl
The Calavera Hills 11 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
City of Carlsbad June 21,2004
Street Lighting and Landscaping District No. 2
Preliminary Annual Engineer’s Report - FY 2004-05 Page 10
adjacent to the development. It is anticipated that the Home Owners Association (“HOA”) will
maintain the street trees on the arterial roadways. The City and the owners of the land within
Calavera Hills I1 have an agreement to provide for the maintenance of the arterial street trees by
the HOA; therefore, 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 (‘Won-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 kture 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.
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City of Carlsbad June 21,2004
Street Lighting and Landscaping District No. 2
Preliminary Annual Engineer’s Report - FY 2004-05 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. The City and the owners of the land within Oaks South have an Agreement to
provide for the maintenance of such improvements by the HOA; therefore, 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 fi-om 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 Thompson/Tabata 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. The City and the owners of the land
within the ThompsodTabata property have an Agreement to provide for the maintenance of such
improvements by the HOA; therefore, 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 fi-om the arterial street lighting and medians on
Poinsettia Lane.
The existing SFD property, Assessor’s Parcel Number 214- 170-8 1-00, is already assessed in
Street Lighting and Landscaping District No. 1 and is therefore exempted from this District.
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City of Carlsbad June 21,2004 Street Lighting and Landscaping District No. 2
Preliminary Annual Engineer’s Report - FY 2004-05 Page 12
ASSESSMENT APPORTIONMENT AND RATES
Equivalent Dwellinp 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
VacanlYParks. 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.
City of Carlsbad June 21,2004 Street Lighting and Landscaping District No. 2
Preliminary Annual Engineer’s Report - FY 2004-05 Page 13
Zone 3 -The Oaks South
SFD 494 494.0 494.0 494.0 494.0 $5.99
Non-Res 1.42 8.52 8.5 8.52 8.52 $5.99
502.52 502.52 502.52 502.52 Zone 4 - ThompsonlTabata
SFD 234 234.0 234.0 234.0 234.0 $62.07
SFA 24 19.2 19.2 19.2 $61.14
253.2 253.2 234.0 253.2
EDU Formula
Land Use EDU Rate
Single Family Detached Res (SFD) 1.0 IDU
Single Family 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
Open Space 0.0 lacre
$329.81
$329.81
DU = Dwelling Unit
3.7%
3.7%
The table below provides the EDU’s for the various types of special benefits associated with each
Zone, FY 2004-05 assessment rates and the calculated maximum assessment rates for FY 2004-05.
$173.89
$97.94
Estimated FY 2004-05 Assessment Allocation and Rates
3.7%
3.7%
FY 03-04
$155.32 3.7%
$155.32 3.7%
$155.32 3.7%
$155.32 3.7%
$53.74 3.7%
$53.74 3.7%
$53.74 3.7%
$53.74 3.7%
$53.74 3.7%
$94.18 3.7%
$94.18 3.7%
$94.18 3.7%
$57.74 3.7%
$4.19 3.7%
$94.18 3.7%
$94.18 3.7%
$94.18 3.7%
FY 04-05
Max. Rates
(SIEDU)
$161.07
$161.07
$161.07
$1 61.07
$55.73
$55.73
$55.73
$55.73
$55.73
$97.66
$97.66
$97.66
$59.88
$4.35
$97.66
$97.66
$97.66
$342.01
$342.01
$180.32
$101.56
City of Carlsbad June 21,2004
Street Lighting and Landscaping District No. 2
Preliminary Annual Engineer’s Report - FY 2004-05 Page 14
PART D
ASSESSMENT ROLL
The Assessment Roll is a listing of the proposed maximum assessment for Fiscal Year 2004-05
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.
City of Carlsbad June 21,2004 Street Lighting and Landscaping District No. 2
Preliminary Annual Engineer’s Report - FY 2004-05 Page 15
City of Carlsbad June 21,2004
Street Lighting and Landscaping District No. 2
Preliminary Annual Engineer's Report - FY 2004-05 Appendix - Page 1
I Assessment Roll 1 FY 2004-05 Assessor's Parcel Apportioned
Zone Lot Asmt Parcel No. Acres Asmt
1 Village H $520.80 167-101-19 61.190 $520.80
1 Village K $3,719.52 167-101 -28 9.140 $707.96
1 Village K
1 Village K
1 Village K
1 Village K
168-041 -03 14.460 $1,120.04
168-041-04 8.430 $652.97
168-041 -06 3.820 $295.89
168-041-07 6.000 $464.75
1 Village K 168-041-10 6.170 $477.91
48.020 $3,719.52
1 Villages U, W, Y $12,582.44 168-040-29 100.560 $11,740.65
1 Village u 168-041 -1 1 7.210 $841.79
107.770 $12,582.44
1 Village E $3,967.70 168-041-08 9.340 $3,967.70
1 Village X $5,092.20 168-050-27 45.310 $5,092.20
1 Village L-2 $619.92 168-280-49 6.160 $619.92
$26,502.58
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
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
208-180-01
208-1 80-02
208- 180-03
208-1 80-04
208-1 80-05
208-1 80-06
208-1 80-07
208-1 80-08
208-1 80-09
208-180-1 0
208-180-1 1
208-1 80-1 2
208-180-13
208-180-14
208-180-15
208-1 80-1 6
208-180-1 7
208-180-1 8
208-1 80-1 9
208-1 80-20
208-1 81 -0 1
208-181-02
208-181-03
208-1 81 -04
208-1 81 -05
208-1 81 -06
208- 18 I -07
208-1 81 -08
208-1 81 -09
208-1 81 -1 0
208-181-1 1
208-181 -1 2
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
City of Carlsbad June 21,2004
Street Lighting and Landscaping District No. 2
Preliminary Annual Engineer's Report - FY 2004-05 Appendix - Page 2
I Assessment Roll i FY 2004-05 Assessor's Parcel Apportioned
2 33 $57.1 2 208-181-1 3 $57.12
Zone Lot Asmt Parcel No. Acres Asmt
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
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.1 2
$57.12
$57.12
$57.12
$57.12
$57.1 2
$57.12
$57.1 2
$57.12
$57.12
$57.1 2
$57.12
208-1 81-14
208-1 81 -1 5
208-181-16
208-1 81 -1 7
208-181-18
208-1 81-19
208-181-20
208-181-21
208-1 81 -22
208-1 81-23
208-1 81 -24
208-181 -25
208-181-26
208-1 81 -27
208-181-28
208-1 81 -29
208-181-30
208-1 81-31
208-1 81 -32
208-1 81 -33
208-1 81 -34
208-181 -35
208-1 81 -36
208-1 81 -37
208- 1 8 1 -38
208-1 ai -39
208-1 81 -40
208-1 81-41
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
208-180-31
208-1 80-32
208-1 80-33
208-1 80-34
208-1 80-35
208-182-01
208-1 82-02
208-1 82-03
208-1 82-04
208-1 82-05
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
City of Carlsbad June 21,2004
Street Lighting and Landscaping District No. 2
Preliminary Annual Engineer’s Report - FY 2004-05 Appendix - Page 3
I Assessment Roll i FY 2004-05 Assessor’s Parcel Apportioned
$57.12 208-1 82-06 $57.12
Zone Lot Asmt Parcel No. Acres Asmt
2 89
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
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
1 24
125
126
127
128
129
130
131
132
133
1 34
135
136
137
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.1 2
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.1 2
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.1 2
208-182-07
208-1 82-08
208-1 82-09
208-1 82-1 0
208-1 82-1 1
208-182-12
208-1 82-1 3
208-182-14
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
208-182-21
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
208-182-39
208-1 82-40
208-183-01
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
208-183-1 1
208-1 83-1 2
208-1 83-1 3
208-183-14
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
$57.12
City of Carlsbad June 21,2004
Street Lighting and Landscaping District No. 2
Preliminary Annual Engineer's Report - FY 2004-05 Appendix - Page 4
I Assessment Roll i FY 2004-05 Assessor's Parcel Apportioned
Zone Lot Asmt Parcel No. Acres Asmt
2 138 $57.12 208-1 83-1 5 $57.12
2 139 $57.12 208-183-16 $57.12
2 140 $57.12 208-1 83-1 7 $57.12
2 141 $57.12 208-183-18 $57.12
2 142 $57.12 208-183-19 $57.12
2 143 $57.12 208-1 83-20 $57.12
2 1 44 $57.12 208-183-21 $57.12
2 145 $57.12 208-183-22 $57.12
2 146 $57.12 208-1 83-23 $57.12
2 147 $57.12 208-1 83-24 $57.12
2 148 $57.12 208-1 83-25 $57.12
2 149 $57.12 208-1 83-26 $57.12
2 1 50 $57.12 208-183-27 $57.12
2 151 $57.12 208-1 83-28 $57.12
2 152 $57.12 208-183-29 $57.12
2 153 $57.12 208-1 83-30 $57.12
2 154 $57.12 208-183-31 $57.12
2 155 $41.98 208-1 83-32 $41.98
2 161 $359.86 208-1 84-05 $359.86
2 162 $534.64 208-1 84-06 $534.64
2 165 $2,536.1 3 208-1 86-03 $2,536.13
2 167 $891.10 208-186-05 $891.10
2 168 $8.293.82 208-186-06 $8,293.82
2 169 $4,626.72 208-1 85-05 $4,626.72
$25,680.89
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
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
223-6 10-0 1
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
223-6 10-1 2
223-6 10-1 3
223-610-14
223-61 1-01
223-61 1-02
223-6 1 1-03
223-61 1-04
223-610-15
223-6 10-1 6
223-6 1 0-1 7
223-610-1 8
223-6 10-1 9
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
City of Carlsbad June 21,2004
Street Lighting and Landscaping District No. 2
Preliminary Annual Engineer's Report - FY 2004-05 Appendix - Page 5
I Assessment Roll i FY 2004-05 Assessor's Parcel Apportioned
3 24 $5.99 223-610-20 $5.99
Zone Lot Asmt Parcel No. Acres Asmt
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
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
223-6 10-2 1
223-61 0-22
223-61 0-23
223-61 0-24
223-610-25
223-61 0-26
223-61 0-27
223-61 0-28
223-61 0-29
223-6 10-30
223-610-31
223-6 10-32
223-61 0-33
223-61 0-34
223-61 0-35
223-612-01
223-61 2-02
223-61 2-03
223-6 12-04
223-612-05
223-61 2-06
223-61 2-07
223-61 2-08
223-61 2-09
223-612-10
223-612-1 1
223-61 2-12
223-612-13
223-61 2-14
223-612-15
223-612-16
223-612-1 7
223-6 12-1 8
223-612-19
223-61 2-20
223-612-21
223-61 2-22
223-61 2-23
223-61 2-24
223-612-25
223-6 12-26
223-61 2-27
223-61 2-28
223-6 12-29
223-61 2-30
223-6 1 3-0 1
223-61 3-02
223-6 13-03
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
City of Carlsbad June 21,2004 Street Lighting and Landscaping District No. 2
Preliminary Annual Engineer's Report - FY 2004-05 Appendix - Page 6
I Assessment Roll i FY 2004-05 Assessor's Parcel Apportioned
Zone Lot Asmt Parcel No. Acres Asmt
3 73 $5.99 223-613-04 $5.99
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
104
105
106
107
108
109
I10
111
112
113
114
115
116
117
118
119
120
121
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
223-61 3-05
223-61 3-06
223-61 3-07
223-6 1 3-08
223-6 13-09
223-61 3-1 0
223-613-1 1
223-613-12
223-613-13
223-61 3-1 4
223-6 13-1 5
223-613-16
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
223-61 1-1 0
223-61 1-1 1
223-61 1-12
223-61 1-1 3
223-61 1-14
223-614-01
223-614-02
223-61 4-03
223-6 14-04
223-61 4-05
223-6 14-06
223-61 4-07
223-61 4-08
223-614-09
223-614-10
223-614-1 1
223-614-12
223-614-13
223-614-1 4
223-614-15
223-6 14-1 6
223-614-17
223-6 14-1 8
223-614-19
223-61 4-20
223-61 4-2 1
223-614-22
223-6 14-23
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
City of Carlsbad June 21,2004
Street Lighting and Landscaping District No. 2
Preliminary Annual Engineer's Report - FY 2004-05 Appendix - Page 7
I Assessment Roll i FY 2004-05 Assessor's Parcel Apportioned
3 122 $5.99 223-614-24 $5.99
Zone Lot Asmt Parcel No. Acres Asmt
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
1 74
175
176
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$167.72
$317.47
$161.73
$383.36
$587.02
$377.37
223-61 4-25
223-61 4-26
223-61 4-27
223-6 14-28
223-6 14-29
223-6 14-30
223-61 4-3 1
223-6 14-32
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 1-1 8
223-61 1-19
223-61 1-20
223-61 1-21
223-6 1 1 -22
223-6 1 1-23
223-6 1 1 -24
223-61 1-25
223-6 1 1-26
223-61 1-27
223-6 10-39
223-61 0-40
223-610-41
223-61 0-42
223-61 0-43
223-6 10-44
223-61 0-45
223-6 1 0-46
223-61 0-47
223-61 0-48
223-6 1 5-0 1
223-6 1 5-02
223-61 6-01
223-61 6-02
223-61 6-03
223-61 6-04
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$5.99
$167.72
$31 7.47
$1 61.73
$383.36
$587.02
$377.37
3 181 $51.03 223-61 6-09 $51.03
$3,010.09
City of Carlsbad June 21,2004
Street Lighting and Landscaping District No. 2
Preliminary Annual Engineer's Report - FY 2004-05 Appendix - Page 8
I Assessment Roll I FY 2004-05 Assessor's Parcel Apportioned
4 $1 5,698.27 21 4-1 40-44 4.170 $832.32
Zone Lot Asmt Parcel No. Acres Asmt
21 4-1 70-58 2.1 50 $429.13
214-170-59 1.650 $329.33
21 4-1 70-74 19.350 $3,862.19
214-170-75 5.310 $1,059.86
21 4-1 70-79 7.120 $1,421.1 3
214-170-80 22.310 $4,452.98
214-170-84 10.130 $2,021.91
4 214-170-85 6.460 $1,289.39
$1 5,698.27 78.650 $1 5,698.24
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Exhibit 3
RESOLUTION NO. 2004-226
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CARLSBAD, CALIFORNIA, CONFIRMING THE DIAGRAM
AND ASSESSMENT AND PROVIDING FOR THE LEVY OF
THE ANNUAL ASSESSMENT FOR STREET LIGHTING
AND LANDSCAPING DISTRICT NO. 2.
WHEREAS, the City Council of the City of Carlsbad, California, has initiated proceedings for
he levy of the annual special assessment district pursuant to the terms of the Landscaping and
-ighting 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
,andscaping District No. 2 (hereinafter referred to as the "Assessment District"); and
WHEREAS, the Assessment District is an existing assessment district in which the maximum
allowable assessment rates for each zone have been increased by the annual change in the
Consumer Price Index (CPI), as was approved by the City Council following a property owner vote,
and the proposed assessments to be levied are less than the allowable maximum rates and;
therefore, this Assessment District is exempt from the procedures and requirements pursuant to
California Article XlllD 5 5 (a); and
WHEREAS, at this time, a public hearing has been held relating to the levy of the annual
assessments, and the City Council is now satisfied with the assessment and diagram and all other
matters as contained in the Engineer's Report (the "Report") as now submitted for final
consideration and approval.
NOW, THEREFORE, IT IS HEREBY RESOLVED AS FOLLOWS:
RECITALS
SECTION 1. That the above recitals are all true and correct.
PROTESTS
SECTION 2. That all protests and objections of every kind and nature be, and the same
hereby are, overruled and denied.
Ill
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Exhibit 3
CON F I RMATl ON
SECTION 3. That the final assessment and diagram for the proceedings, as contained in
he Engineer's Report, are hereby approved and confirmed.
SECTION 4. That the public interest and convenience requires and the City Council does
iereby order the maintenance work to be made and performed as set forth in the Report, and as
)reviously declared and set forth in the Resolution of Intention.
SECTION 5. That the assessments contained in the Report for the next fiscal year are
iereby confirmed and levied upon the respective lots or parcels of land in the Assessment District in
he amounts as set forth in the final Report. It is hereby further determined that all assessments
lave been apportioned properly in accordance with the benefits that each parcel receives from the
xoposed maintenance works of improvement.
FILING AND RECORDING
SECTION 6. That the above-referenced diagram and assessment shall be filed in the office
If the City Clerk, with a certified copy to be filed in the office of the Engineering Department. Said
diagram and assessment, and the certified copy thereof, shall be open for public inspection.
SECTION 7. That the City Clerk is hereby ordered and directed to file a certified copy of the
diagram and assessment with the County Auditor. Said filing is to be made no later than the third
Monday in August, or as required by the County.
ENTRY UPON THE ASSESSMENT ROLL
SECTION 8. That after the filing of the diagram and assessment, the County Auditor shall
enter on the County Assessment Roll, opposite each lot or parcel of land, the amount assessed
thereupon.
COLLECTION AND PAYMENT
SECTION 9. The assessments shall be collected at the same time and in the same manner
as County taxes are collected, and all laws providing for the collection and enforcement of County
taxes shall apply to the collection and enforcement of the assessments.
Ill
Ill
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Exhibit 3
FISCAL YEAR
SECTION IO. That the assessments as above authorized and levied for these proceedings
#ill provide revenue and relate 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 6th dayof July , 2004 by the following vote, to wit:
AYES:
NOES: None
Council Members Lewis, Finnila, Kulchin, Hall and Packard
ABSENT: None
PROOF OF PUBLIC TION
(2010 & 2011 C.C.P.)
This space is f the County Clerk's Filing Stamp
STATE OF CALIFORNIA
County of San Diego
I am a citizen of the United States and a resident of
the County aforesaid: I am over the age of eighteen
years and not a party to or interested in the above-
entitled matter. I am the principal clerk of the
printer of Proof of Publication of
North County Times -.-
. .:_,
RESOLUTION NO. 2004-193
A RESOLUTION OF THE CITY COUNCIL OF,THE CITY
TENTION TO PhOVIDE FOR Ah ANNUAL LEVY AND
SESSMENT DISTRICT AND SETTING A TIME AND
Formerly known 2s the Bkde-Citizen and
Times-Advocate and which newspapers have be(
adjudicated newspapers of general circulation 1 PLACE FOR A PUBLIC ~EARING THEREON.
OF CARLSBAD CALIFORNIA DECLARING ITS IN-
COLLECTION OF ASSESSMENTS IN A SPECIAL AS-
the Superior Court of the County of San Diel
State of California, for the City of Oceanside a
the City of Escondido, Court Decree num3
171349, for the County of San Diego, that i
notice of which the annexed is a printed copy (
in type not smaller than nonpariel), has bc
published in each regular and entire issue of si
newspaper and not in any supplement thereof
the following dates, to-wit:
I certify (or declare) under penal
the foregoing is true and correct.
Dated at SAN MARCOS Califon
This \ky Day of June, 2004
y of perjury t
ia
WHEREAS the City Council of the City of Carlsbad Cal- ifornia has previously formed a special assessmeni district' pursuant to the terms of the Landsca in Lighting Act of 1972, (Division 15, Pa? 2 of &e%?$ Streets and Highways Code commencing with Section 22500) said special assessment district known and des- vated as Street Lighting and Landscaping District No. 2 ereinafter referred to as the "Assessment District"): and WHEREAS the Assessment District is an existing assessment dis<rict in which the maximum allowable as- sessment rates for each zone have been increased by the annual change in the Consumer Price Index (CPI) as was aooroved bv the citv Council followina a orooertv owner'dote, and the prop6sed assessments"to 6e levied are less than the allowable maximum rates and. there- fore this Assessment District is exempt from the' proce- dures and requirements under California Constitution Article XlllD 0 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 im rovements within the As- sessment District. and WJEREAS there has been presented and apptoved b this City kouncil the Engi- neer's Repyt (the ",Report"{ as required by law and this City Council is desirous of continuin with the proceed- ings for said annual levy. and WHEdEAS the improve- ments to be maintained shall consist of all oriainallv designated and authorjzed improvements, as iell a5 certain new and additional im rovements. NOW
RECITALS SECTION 1. That the above recitals are all true and
THEREFORE, BE IT RESOLAD AS FOLLOWS:
correct. SECTION 2 That the ublic interest and convenience requires, and it is the inkntion of the City Council to levy and collect assessments to oav the annual costs and ex- penses for the maintenaic6 andlor servicing of the improvements for the Assessment District, the improve- ments generally described as follows: The maintenance of certain street lighting improvements, street trees and median landscaping improvements, as set forth and described in the Report. The pro osed new improvements to be maintained and serviced)caused generally by new development are de- scribed as follows: The maintenance of certain additional street lighting im- provements and additional landscaping improvements including replacement of street trees and median land: sca ing improvements all as set forth and described in the geport which is heieby ordered to be kept on file and open for ublic ins ection in the Office of the City Clerk.
a~~~l~~~E~h~~~~~~,~'~~~~~~irect bene- fit to the pro erties within the boundaries of the Assess- ment Districr which Assessment District the le islative body previoukly declared to be the area benefite! b the improvement, and for particulars reference IS male to the boundary map as greviously' ap roved by the City Council a copy o whic is on file in tt?e office of the City Clerk ahd open for public inspection, and is desi nated b the name of this Assessment District. REPO8T OF
SECTION 4. AGINEER
Signature
Legal Advertising
-- COUNTY TIMES
A. That the Report as preliminarily ap roved by thio le islative body is on'file with the City Cleg and open fo; pu%lic ins ectioh. Reference is made to the Report for i ull,and &tailed description of the improvements to bc maintained the boundaries of the Assessment Distric and any zdnes therein and the pro osed assessmenb upon assessable lots and parcels orland within the As' sessment B The Assessment District. District IS an existing assessmen district in which assessments are not ro osed to be in- creased as defined by Article Xllll?o?the Californi, Constitution (Proposition 21 8) and the Proposition 21 Omnibus Im lementation Act. PUBLIC HE~RING SECTION 5. Notice is hereby given that a public hear- ing is scheduled in the regular meeting lace of the City Council being the Council Chambers hty Hall on the following date and time: Tuesday, Juli 6, 2004,'at 6:OC p.m. At that time this legislative body will hear rotests or ob- jections in reference to the annual levy oPassessments and to any other matters contained in this resolution Any persons who wish to object to the proceedin s or the annual lev should file a written protest withyhe City Clerk prior yo the time set for the public hearing. If there is a majority rotest against the levy of an annual as- sessment thar is increased from the previous year the proposed increase in the assessments shajl bc abandoned. A majority protest exists if u on the con- clusion of the hearing written protesis [led and not withdrawn represent prbperty owners ownin more than 50% of the assessable area of land withinyhe District. NOTICE SECTION 6. That the Citv Clerk is herebv authorized and directed to ive notice a's required by law by causing a copy of thishesolution to be published in a newspa er of peneral circulation within the City of Carlsbad, sailpub- ication to be completed not less than ten 10 da s rior to the date set for the ublic hearing. Pf$OkEh&GS I NQU I R I ESIPROTESTS? SECTl0.N 7. Fof a6iacd all information relating to these proceedinas, includina information relatina to orotest Dro- cedure y6ur attentioii is directed to thg e'rson d&si - nated below: JOAN E. COX ASSESSLENT ENd- NEER HARRIS & ASSOCIATkS, TELEPHONE: (800) 827-4401 EXT. 337
Owners of property within the Assessment District ma mail written rotests to the followin address: CITV
LAGE dRIVE, CARLSBAD, CA 92008 CLERK CITLP OF CARLSBAD, 1200 EARLSBAD VIL-
PASSED APPROVED AND ADOPTED at a regular meetin of the Carlsbad City Council held on the 15th da of %ne 2004 b the following vote to wit. /!YES: Council Ambers Lewis, Finhila, Kulchin, Hall and Packard NOES: None ABSENT: None
1 CLAUDE A. LEWIS, Mayor
ANNUAL ENGINEER’S REPORTFISCAL YEAR 2004-05
ZONES OF BENEFIT1. Calavera Hills II2. Kelly Ranch Core3. The Oaks South4. Thompson/Tabata
SPECIAL BENEFITANALYSIS¾Local Lighting•Improved nighttime property access¾Arterial Lighting•Improved neighborhood access•Improved neighborhood safety•General benefit = 13.7%¾Street Trees•Beautification of adjacent parcels¾Medians•Beautification of adjacent developments
ASSESSMENTFORMULALand UseSingle Family Detached Res (SFD)1.0/ DUSingle Family Attached Res (SFA)0.8/ DUApartments (APT)0.6/ DUDeveloped Non-Residential (Non-Res)6.0/ acreVacant / Park 1.5/ acreOpen Space0.0/ acreDU = Dwelling UnitEDU Rate
HOAMAINTAINED IMPROVEMENTS¾HOA fails to maintain improvement¾City required to undertake maintenance¾HOA fails to reimburse the City for the cost¾Cost will be assessed to the property owners
ZONE 1CALAVERA HILLS II¾Improvements:Local Street LightingArterial Street LightingMediansStreet Trees (partial HOA)¾Maximum Allowable Assessment FY 2004-05:$161.07* per EDU (Single Family Detached Home)* Increased annually by CPI¾Actual Assessment FY 2004-05:$44.28 per EDU
ZONE 2KELLY RANCH CORE¾Improvements:Local Street LightingArterial Street LightingMedians¾Maximum Allowable Assessment FY 2004-05:$97.66* per EDU (Single Family Detached Home)* Increased annually by CPI¾Actual Assessment FY 2004-05:$57.12 per EDU
ZONE 3THE OAKS SOUTH¾Improvements:Local Street Lighting (HOA)Arterial Street LightingMedians (HOA)Street Trees (HOA)¾Maximum Allowable Assessment FY 2004-05:$342.01* per EDU (Single Family Detached Home)* Increased annually by CPI¾Actual Assessment FY 2004-05:$5.99 per EDU
ZONE 4THOMPSON/TABATA¾Improvements:Local Street LightingArterial Street LightingMediansStreet Trees (HOA)¾Maximum Allowable Assessment FY 2004-05:$180.32* per EDU (Single Family Detached Home)* Increased annually by CPI¾Actual Assessment FY 2004-05:$62.07 per EDU
For additional information regarding theStreet Lighting and Landscaping Districtplease callplease callHarris and AssociatesHarris and Associates(800) 827(800) 827--4901 Ext. 3374901 Ext. 337
Questions?