HomeMy WebLinkAbout2006-05-09; City Council; 18556; Street Lighting & Landscaping District 2QUJ
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CITY OF CARLSBAD - AGENDA BILL \L \ **
AB# 18,556
MTG. 05/09/06
DEPT. FINANCE
TITLE:
STREET LIGHTING AND LANDSCAPING
DISTRICT NO. 2: INITIATING PROCEEDINGS
FOR FISCAL YEAR 2006-07
DEPT: HD-crr^
j&?CITY ATTY. <5S£*
CITY MGR J&T
RECOMMENDED ACTION:
Adopt Resolution No. 2006-119 , initiating proceedings and ordering the preparation of
an Engineer's Report for a Special Maintenance District.
Adopt Resolution No. 2006-120 t approving the Preliminary Engineer's Report.
Adopt Resolution No. 2006-121 i setting a public hearing for June 13, 2006.
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. 2 for Fiscal Year
2006-07 in compliance with the procedures of the California Streets and Highways Code.
BACKGROUND:
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. 1").
Each development within District No. 2 is considered a separate zone, with their own
assessment based on the costs for that particular area of the City. There are currently eight
zones in District No. 2, including Calavera Hills II, Kelly Ranch, the Oaks South,
Thompson/Tabata, Palomar Forum, Bressi Ranch, La Costa Greens and the La Costa Ridge
developments. Staff is working with other developers currently building communities in the City;
and, these properties will be annexed into District No. 2 in the near future.
Fiscal Year 2006-07 Assessment District Processing:
In each of the eight 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, six 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 January 2005 to January 2006 was 5.4%, and is reflected in the
maximum assessment rates for 2006-07.
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 improvements.
PAGE 2 OF AGENDA BILL NO.
In addition to costs associated with improvements being maintained by HOA's, street lighting
costs have not been fully assessed for fiscal year 2006-07 in each zone, since some of these
lights have either recently been energized or will not be energized until fiscal year 2006-07.
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 following table, the actual assessment rates for a single-family residential parcel
per year range from a low of $6.62 per parcel to a high of $126.16 per parcel. These
assessments vary between developments depending on the density of each development, and
the amount and types of improvements being maintained in each development.
ASSESSMENT SUMMARY FOR THE AVERAGE
ANNUAL SINGLE-FAMILY PARCEL
' ''Dewjk^wrff"'^
' J "" * ""
Calavera Hills II
Kelly Ranch
The Oaks South
Thompson/
Tabata
Palomar
Forum/Carlsbad
Raceway
Bressi Ranch
La Costa
Greens
La Costa Ridge
*, Maximum - f_t
'^ ~~ffPv
$176.22
$106.84
$374.18
$197.28
$146.11
$194.04
$348.44
$33.56
t -J&W& ,
yri Annual rAssessment
' '**;?- ^"*
$103.37
$99.44
$6.62
$126.16
$49.00
$40.74
$41.56
$21.59
: £1 .,- ' "' ' -^ •': ''I
All street trees maintained by HOA.
Budgeted costs are less then maximum
Budgeted costs are less than maximum
Trees, medians, and majority of lights
maintained by HOA
Trees maintained by HOA
Budgeted costs are less than maximum
Portion of lights energized at this time.
Budgeted costs are less than maximum
Trees and majority of lights maintained by
HOA.
Budgeted costs are less than maximum
Trees, portion of medians and majority of
lights maintained by HOA
Majority of lights and all trees maintained by
HOA
Staff will present a comprehensive report on the maintenance and operations procedures of the
Assessment District, as introduced in the attached Preliminary Engineer's Report, at the public
hearing scheduled for June 13, 2006.
FISCAL IMPACT:
The Fiscal Year 2006-07 Street Lighting and Landscaping District No. 2 total budget for the four
zones is projected to be $290,583.
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 third year that assessments have been placed on the property tax
roll for District No. 2.
PAGE 3 OF AGENDA BILL NO.
EXHIBITS:
1. Resolution No. 2006-119 ordering the preparation of an Engineer's Report.
2. Engineer's Report.
3. Resolution No. 2006-120 approving the Engineer's Report.
4. Resolution No. 2006-121 setting a public hearing for June 13, 2006.
DEPARTMENT CONTACT: Kevin Branca; (760) 602-2430; kbran@ci.carlsbad.ca.us
5
Exhibit 1
1 RESOLUTION NO. 2006-119
2 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CARLSBAD, CALIFORNIA, INITIATING PROCEEDINGS FOR
3 THE ANNUAL LEVY OF ASSESSMENTS AND ORDERING THE
PREPARATION OF AN ENGINEER'S REPORT FOR A SPECIAL
4 ASSESSMENT DISTRICT
5
6 WHEREAS, the City Council of the City of Carlsbad, California previously formed a
7 special assessment district pursuant to the terms of the Landscaping and Lighting Act of 1972,
8 (Division 15, Part 2 of the State Streets and Highways Code, commencing with Section 22500),
9 the special assessment district is known and designated as Street Lighting and Landscaping
10 District No. 2 (hereinafter referred to as the "Assessment District"); and
11 WHEREAS, the Assessment District is an existing assessment district in which
12 assessments are not proposed to be increased as defined by Article XIIID of the California
13 Constitution (Proposition 218) and the Proposition 218 Omnibus Implementation Act, and is
14 therefore exempt from the procedures and requirements pursuant to California Constitution
15 Article XIIID § 5 (a); and
16 WHEREAS, the City Council wishes to initiate proceedings to provide for the annual levy
17 of assessments for the next ensuing fiscal year to provide for the annual costs for maintenance
18 of improvements defined as existing street lighting, median landscaping and street trees
19 ("Improvements"), within the Assessment District.
20 NOW, THEREFORE, IT IS HEREBY RESOLVED AS FOLLOWS:
21 RECITALS
22 SECTION 1. That the above recitals are true and correct.
23 DECLARATION OF INTENTION
24 SECTION 2. That the public interest and convenience requires, and it is the intention of
25 this legislative body to levy and collect assessments to pay the annual costs and expenses for
26 the maintenance and/or servicing of the Improvements for the Assessment District, with the
27 Improvements generally described as follows:
28 ///
Page 2 of Resolution No. Exhibit 1
1 The maintenance of certain street lighting improvements, street trees, and median
2 landscaping improvements, as set forth and described in the Engineer's Report (the "Report")
3 attached as Exhibit 2 and incorporated herein by this reference. The proposed new
4 improvements to be maintained and serviced caused generally by new development within the
5 Assessment District are described as follows:
6 The maintenance of certain additional street lighting improvements and additional
7 landscaping improvements, including replacement of street trees and median landscaping
8 improvements, all as set forth and described in the Report.
9 REPORT OF ENGINEER
10 SECTION 3. That the Improvements are hereby referred to Harris & Associates, who is
11 hereby directed to make and file the Report generally containing the following:
12 A. Plans and specifications describing the general nature, location and extent of the
13 Improvements within the Assessment District;
14 B. A diagram for the Assessment District, showing the area and properties proposed
15 to be assessed;
16 C. An estimate of the cost of the maintenance and/or servicing of the Improvements
17 for the Assessment District for the Fiscal Year 2006-07;
18 D. An assessment of the estimated costs of the maintenance and/or servicing,
19 assessing the net amount upon all assessable lots and/or parcels within the Assessment District
20 in proportion to the benefits received.
21 That upon completion of the Report, the original shall be filed with the City Clerk, who
22 shall then submit the same to the City Council for its immediate review and consideration which
23 is hereby ordered to be kept on file and open for public inspection in the Office of the City Clerk.
24 FISCAL YEAR
25 SECTION 4. That the Report shall include all costs and expenses of said maintenance
26 and/or servicing relating to the fiscal year commencing July 1, 2006 and ending June 30, 2007.
27 ///
28 ///
Page 3 of Resolution No._Exhibit 1
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PASSED, APPROVED, AND ADOPTED at a regular meeting of the Carlsbad City
Council held on the 9th day of MaY t 2006 by the following
vote, to wit:
AYES: Council Members Lewis, Hall, Kulchin, Packard, Sigafoose
NOES: None
ABSENT: None
ATTEST:
LORtfAINE M. WOOD, City Clerk
'<, x * r.^</ •*• ^ •'"/tlT.iii^
b
Exhibit 2
CITY OF CARLSBAD
STREET LIGHTING AND LANDSCAPING DISTRICT NO. 2
PRELIMINARY
ANNUAL ENGINEER'S REPORT
FISCAL YEAR 2006-07
Prepared by:
Joan E. CdxfPE
Harris & Associates
RCE41965 Exp. 3/31/08
Date: April 27. 2006
Exhibit 2
City of Carlsbad April 27, 2006
Street Lighting and Landscaping District No. 2
Preliminary Annual Engineer's Report - FY 2006-07 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 8
Part D - Assessment Roll 18
Part E - Assessment Diagram 18
Exhibit 2
City of Carlsbad April 27, 2006
Street Lighting and Landscaping District No. 2
Preliminary Annual Engineer's Report - FY 2006-07 Page 2
FISCAL YEAR 2006-07
ENGINEER'S 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 XIIID OF THE CALIFORNIA CONSTITUTION, AND
THE PROPOSITION 218 OMNIBUS IMPLEMENTATION ACT
(GOVERNMENT CODE SECTION 53750 ET SEQ.)
Pursuant to Landscaping and Lighting Act of 1972 (Part 2 of Division 15 of the Streets and
Highways Code) (the "1972 Act"), Article XIIID of the California Constitution ("Article XIIID") and
the Proposition 218 Omnibus Implementation Act (Government Code Section 53750 and following)
(the "Implementation Act" and together with the 1972 Act and Article XIIID, the "Assessment Law")
and in accordance with the Resolution of Initiation, adopted by the City Council of the City of
Carlsbad, State of California, in connection with the proceedings for:
STREET LIGHTING AND LANDSCAPING DISTRICT NO. 2
hereinafter referred to as the "Maintenance District" or "District", I, Joan E. Cox, P.E., the authorized
representative of Harris & Associates, the duly appointed ASSESSMENT ENGINEER, submit
herewith the "Report" consisting of five (5) parts as follows:
PART A - PLANS AND SPECIFICATIONS
Contains a description of the improvements that are to be maintained or serviced by the District.
PART B - ESTIMATE OF COST
Identifies the estimated cost of the services or maintenance to be provided by the District, including
incidental costs and expenses in connection therewith.
PART C - METHOD OF APPORTIONMENT
Describes the basis on which the costs have been apportioned to each parcel of land within the
Maintenance District, in proportion to the estimated special benefits to be received by such lots and
parcels from the improvements to be maintained and serviced.
PART D - ASSESSMENT ROLL
Identifies the maximum assessment to be levied on each lot or parcel of land within the Maintenance
District to receive special benefits from the improvements to be maintained and serviced.
PART E - ASSESSMENT DIAGRAM
Contains a Diagram of the Maintenance District Boundaries showing the exterior boundaries of the
Maintenance District, the boundaries of any zones within the Maintenance District and the lines and
dimensions of each lot or parcel of land within the Maintenance District.
Exhibit 2
City of Carlsbad April 27, 2006
Street Lighting and Landscaping District No. 2
Preliminary Annual Engineer's Report - FY 2006-07 Page 3
PART A
PLANS AND SPECIFICATIONS
The improvements, which have been constructed or which may be subsequently constructed within
and adjacent to the Maintenance District and that will be serviced and maintained, and the proposed
maintenance and services are generally described as follows:
DESCRIPTION OF IMPROVEMENTS TO BE MAINTAINED AND SERVICED
The proposed improvements (collectively, the "Improvements") proposed to be maintained and
serviced are generally described as follows:
Landscaping and Appurtenant Improvements
Landscaping improvements (collectively, the "Landscaping Improvements") include but are not
limited to: landscaping, planting, shrubbery, trees, irrigation systems, hardscapes and fixtures in
public street and sidewalk rights-of-way, including medians, parkways and other easements
dedicated to the City of Carlsbad within the boundaries of the Maintenance District.
Street Lighting and Appurtenant Improvements
Street lighting improvements (collectively, the "Street Lighting Improvements") include but are
not limited to: poles, fixtures, bulbs, conduits, conductors, equipment including guys, anchors,
posts and pedestals, metering devices and appurtenant facilities as required to provide lighting
and traffic signals in public street and sidewalk rights-of-way and other easements dedicated to
the City of Carlsbad within the boundaries of the Maintenance District.
The public lighting system shall be maintained to provide adequate illumination. Electricity for
streetlights shall be furnished by San Diego Gas & Electric (SDG&E), and it shall be adequate
for the intended purpose. Rates for power shall be those authorized by the California Public
Utilities Commission.
DESCRIPTION OF MAINTENANCE AND SERVICES
Maintenance means the furnishing of services and materials for the ordinary and usual maintenance,
operation and servicing of the Landscaping Improvements and the Street Lighting Improvements
facilities and appurtenant facilities, including repair, removal or replacement of all or part of any of
the Landscaping Improvements and the Street Lighting Improvements or appurtenant facilities;
providing for the life, growth, health and beauty of the Landscaping Improvements, including
cultivation, irrigation, trimming, spraying, fertilizing and treating for disease or injury; the removal
of trimmings, rubbish, debris and other solid waste; and the cleaning, sandblasting, and painting of
walls and other improvements to remove or cover graffiti.
Servicing means the furnishing of water for the irrigation of the Landscaping Improvements and the
maintenance of any Street Lighting Improvements or appurtenant facilities and the furnishing of
electric current or energy, gas or other illuminating agent for the Street Lighting Improvements, or
for the lighting or operation of the Landscaping Improvements or appurtenant facilities.
10
Exhibit 2
City of Carlsbad April 27, 2006
Street Lighting and Landscaping District No. 2
Preliminary Annual Engineer's Report - FY 2006-07 Page 4
The Street Lighting Improvements shall be maintained to provide adequate illumination. Electricity
for streetlights shall be furnished by 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 II 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 Thompson/Tabata Development and funds the operation and
maintenance of street lighting, street trees and medians.
Zone 5 - Encompasses the Palomar Forum Development and the Carlsbad Raceway Development
and funds the operation and maintenance of street lighting and medians.
Zone 6 - Encompasses the Bressi Ranch Development and funds the operation and maintenance
of street lighting, street trees, and medians.
Zone 7 - Encompasses the La Costa Greens Development and funds the operation and
maintenance of street lighting, street trees, and medians.
Zone 8 - Encompasses the La Costa Ridge Development and funds the operation and
maintenance of street lighting 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.
Exhibit 2
City of Carlsbad April 27, 2006
Street Lighting and Landscaping District No. 2
Preliminary Annual Engineer's Report - FY 2006-07 Page 5
PARTS
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
2006-07. The 1972 Act provides that the total cost of the maintenance and services, together with
incidental expenses, may be financed from the assessment proceeds. The incidental expenses may
include engineering fees, legal fees, printing, mailing, postage, publishing, and all other related costs
identified with the district proceedings.
Exhibit 2
City of Carlsbad
Street Lighting and Landscaping District No. 2
Preliminary Annual Engineer's Report - FY 2006-07
April 27, 2006
Page6
FY 2006-07 Budget
Quantity
O&M
Unit
Cost
Repl.
Unit
Cost
Total
O&M/Repl.
Costs
Form-
ation
Costs
Other
Admin.
Costs
FY 06-07
Annual
Costs
Zone 1 (Calavera Hills II)
100W Light 50 each
* 200W Light 26 each
** Trees 0 each
*** Medians 37,558 sf
Zone 2 (Kelly Ranch Core)
100W Light 54 each
* 200W Light 6 each
Medians 38,250 sf
Zone 3 (The Oaks South)
** 100W Light 0 each
* 200W Light 7 each
** Trees 0 each
" Medians 0 sf
Zone 4 (Thompson/Tabata)
100W Light 45 each
* 200W Light 8 each
** Trees 0 each
Medians 22,180 sf
$144.79
$206.79
$53.81
$0.30
$144.79
$206.79
$0.30
$144.79
$206.79
$53.81
$0.30
$144.79
$206.79
$53.81
$0.30
$141.83
$141.83
$0.42
$141.83
$141.83
$0.42
$141.83
$141.83
$0.42
$141.83
$141.83
$0.42
$14,331
$7,750
$0
$26,983
$15,477
$1,788
$27,480
$0
$2,086
$0
$0
$12,898
$2,385
$0
$15,935
$97
$52
$134
$183
$105
$12
$186
$262
$14
$613
$318
$87
$16
$91
$108
$190
$103
$0
$358
$205
$24
$365
$0
$28
$0
$0
$171
$32
$0
$212
Zone 5 (Palomar Forum/Carlsbad Raceway)
100W Light 4 each
**** 200W Light 0 each
* 200W Light 14 each
Medians 45,163 sf
Zone 6 (Bressi Ranch)
** 100W Light 0 each
**** 200W Light 0 each
* 200W Light 15 each
** Trees 0 each
Medians 81,510 sf
Zone 7 (La Costa Greens)
** 100W Light 0 each
" Collector 100W Lig 0 each
* 200W Light 21 each
** Local Trees 0 each
** Collector Trees 0 each
Medians 55,917 sf
Zone 8 (La Costa Ridge)
** 100W Light 0 each
* 200W Light 2 each
Medians 8,579 sf
$144.79
$206.79
$206.79
$0.30
$144.79
$206.79
$206.79
$53.81
$0.30
$144.79
$144.79
$206.79
$53.81
$53.81
$0.30
$144.79
$206.79
$0.30
$141.83
$141.83
$141.83
$0.42
$141.83
$141.83
$141.83
$0.42
$141.83
$141.83
$141.83
$0.42
$141.83
$141.83
$0.42
$1,146
$0
$4,173
$32,447
$0
$0
$4,471
$0
$58,560
$0
$0
$6,259
$0
$0
$40,173
$0
$596
$6,163
$14
$28
$28
$375
$258
$85
$30
$271
$521
$281
$76
$42
$517
$123
$759
$19
$4
$42
$15
$0
$55
$431
$0
$0
$59
$0
$777
$0
$0
$83
$0
$0
$533
$0
$8
$82
$14,618
$7,905
$134
$27,524
$50,181
$15,787
$1,824
$28,031
$45,642
$262
$2,128
$613
$318
$3,321
$13,156
$2,433
$91
$16,255
$31,935
$1,175
$28
$4,256
$33,253
$38,712
$258
$85
$4,560
$271
$59,858
$65,032
$281
$76
$6,384
$517
$123
$41,465
$48,846
$19
$608
$6,287
FY 06-07
Annual
Cost/EDU
$44.71 /EDU
$12.95/EDU
$0.63 / EDU
$45.08 / EDU
$35.20 / EDU
$3.86 / EDU
$60.38 / EDU
$0.53 / EDU
$4.23 / EDU
$1.22 /EDU
$0.64 / EDU
$51. 96 /EDU
$9.61 / EDU
$0.39 / EDU
$64.20 / EDU
$3.77 / EDU
$0.06 / EDU
$5.14 / EDU
$40.09 / EDU
$0.44 / EDU
$0.09 / EDU
$2.82 / EDU
$0.53 / EDU
$36.95 / EDU
$0.33 / EDU
$0.13 /EDU
$5.39 / EDU
$0.55 / EDU
$0.21 / EDU
$34.95 / EDU
$0.06 / EDU
$1.90 /EDU
$19.63 /EDU
$6,914
Administrative Costs
District Formation (second of 4 installments)
Annual Administration
County Levy Fee
Replacement Reserve
Fund Balance as of July 1 of Current FY
Subtotal Annual Costs: $281,101 $5,751 $3,731 | $290,583 |
$5,750
$3,500
$231
$57,085
($57,085)
Subtotal Administrative Costs: $9,481
* These lights are on arterial roadways, therefore the Total O&M/Repl. costs have been multiplied by 85.5%
(This is to account for the 14.5% General Benefit for Arterial Roadways)
** These budgets are $0 due to HOA maintenance and servicing
*** Portion of total median area attributable only to Calavera Hills II
**" These 200W lights are local to the Non-Res properties in Zones 5 and 6 and costs are spread to those parcels only
13
Exhibit 2
City of Carlsbad April 27, 2006
Street Lighting and Landscaping District No. 2
Preliminary Annual Engineer's Report - FY 2006-07 Page 7
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.
Exhibit 2
City of Carlsbad April 27, 2006
Street Lighting and Landscaping District No. 2
Preliminary Annual Engineer's Report - FY 2006-07 Page 8
PARTC
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 XIHD and the Implementation Act requires that a parcel's assessment may not
exceed the reasonable cost for the proportional special benefit conferred on that parcel. Article
XIIID and the Implementation Act further provides that only special benefits are assessable and the
City must separate the general benefits from the special benefits. They also require that publicly
owned properties which specially benefit from the improvements be assessed.
SPECIAL BENEFIT ANALYSIS
Proper maintenance and operation of the streetlights, street trees and street medians provides special
benefit to adjacent properties by providing security, safety, and community character and vitality.
Local 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.
Exhibit 2
City of Carlsbad
Street Lighting and Landscaping District No. 2
Preliminary Annual Engineer's Report - FY 2006-07
April 27, 2006
Page 9
Arterial Lighting.
Special Benefit. The operation, maintenance and servicing of arterial lighting provides a special
benefit to each and every assessable lot or parcel within the development or vicinity which
are adjacent to such lighting resulting in: 1) improved nighttime visibility for the access of
emergency vehicles, and 2) improved safety and traffic circulation to and from parcels.
Arterial lighting consists of 200 watt lights; however, special benefit is assigned consistent
with local lighting wattage.
General Benefit. The City recognizes that a portion of the maintenance, operation and servicing
of those Street Lighting Improvements that are a part of the City's arterial lighting
improvements provide a general benefit to the public at large, which equates to the higher
level of lighting required on arterial roads.
The general benefits associated with Arterial Lighting are attributable to the higher level of
lighting required for an arterial roadway. That higher level of lighting provides a measure of
safety for the additional width of the street. Local and collector roadways require only 9,500
lumen lights (typically 100 watt lights) and arterial roadways require 22,000 lumen lights
(typically 200 watt lights).
The amount of general benefit is established by multiplying the number of arterial streetlights
currently in the City by the difference between the average annual electrical costs to
illuminate a light on an arterial street and a local street. (Electrical costs are used in this
comparison, as the personnel and replacement costs for the various lumens and wattages of
lights are virtually the same.) The table below shows the calculation of the cost estimate for
general benefit for streetlights.
FY 2006-07 COST ESTIMATE COMPARISON OF ELECTRICAL
COSTS FOR THE VARIOUS STREET LIGHTS WITHIN THE CITY
Lamp Size
(Watts)
Number
Lights
Monthly
Rate
Monthly
Amount
Annual
Amount
Avg Annual
Cost per Light
Low wattage (9,500 lumen) lights for local/collector streets:
70
100
150
Subtotal-1
1,435
3,396
92
4,923
$5.18
$6.94
$9.50
$7,432.65
$23,574.29
$874.16
$89,191.76
$282,891.46
$10,489.97
$382,573.20 $77.71
High wattage (22,000 lumen) lights for arterial streets:
200
250
400
Subtotal-2
1,164
716
7
1,887
$12.07
$15.47
$23.42
$14,053.78
$11,074.51
$163.95
$168,645.41
$132,894.12
$1,967.37
$303,506.91 $160.84
Total 6,810 $686,080.10
Annual Amount Difference between Subtotal-1 & Subtotal-2 $83.13
General Benefit =
(Annual Amount Difference) x (No. of High Wattage Lights) $156,866.31
Total FY 2006-07 Est. Cost for all street lighting* $1,078,776
Estimated General Benefit Percentage 14.5%
* Based on preliminary budget estimates
\h
Exhibit 2
City of Carlsbad April 27, 2006
Street Lighting and Landscaping District No. 2
Preliminary Annual Engineer's Report - FY 2006-07 Page 10
Therefore, 14.5% of the Street Lighting Improvements on the City's arterial roadways are
considered general benefit, and only 85.5% of these Street Lighting Improvements will be
used to estimate the special benefit costs.
Streetlights on or associated with traffic signals located at arterial-to-arterial connectors are
considered to be 100% general benefit.
In addition to the above, streetlights fronting upon open space areas owned by governmental
agencies and/or managed by a non-profit environmental trust and which are considered part
of the major habitat core areas and/or linkages of the City's Habitat Management Plan shall
be considered as having 100% general benefit.
Street Landscaping.
Special Benefit Trees, landscaping, hardscaping and appurtenant facilities, if well maintained,
provide beautification, shade and enhancement of the desirability of the surroundings, and
therefore increase property value.
• Street trees within the public street parkways provide special benefit to those properties
directly adjacent to those tree-lined parkways.
• 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.
m There are no general benefits associated with local street trees.
• Landscaping and hardscaping within medians in the arterial roadways provide only
incidental aesthetic benefits to motorists travelling to, from or through the City.
Therefore, it is deemed that there are no general benefits associated with the landscaped
medians.
Vehicular safety associated with the traffic channelization provided by raised medians is
independent of the landscaping and hardscaping improvements funded through this
Maintenance District. However, median curb replacement costs are included in the
overall replacement costs for the medians. Because raised median curbs are required for
both landscaping and traffic channelization, 50% of the median curb replacement costs
have been removed from the budget.
Benefit Zones
Benefit Zones are used to differentiate between the different types of Improvements to be maintained
and serviced within each such zone. There are currently eight zones of benefit in this District.
Zone 1 - Calavera Hills II
The Calavera Hills II 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
1?
Exhibit 2
City of Carlsbad April 27, 2006
Street Lighting and Landscaping District No. 2
Preliminary Annual Engineer's Report - FY 2006-07 Page 11
adjacent to the development. It is anticipated that the Home Owners Association ("HOA") will
maintain the street trees. The City and the owners of the land within Calavera Hills II have an
agreement to provide for the maintenance of the 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. Village X also has a 0.08-acre of non-
residential ("Non-Res") land use that takes access off of College Boulevard. This property is a
utility with no local streetlights or street tress adjacent to it.
Villages E, U and Y are comprised of single family attached ("SFA"), apartment ("APT") units,
and 1 acre of Non-Res land use, and do not have any local lighting or street trees.
Village H is comprised of 2 acres of Non-Res use and does not have local lighting and street
trees.
All of the villages receive special benefit from the arterial street lighting on Carlsbad Village
Drive, College Boulevard and Tamarack Avenue that is directly adjacent to these village areas.
The entire Calavera Hills development (not just Calavera Hills II) 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 II development based on the assessment apportionment methodology shown in this Report.
Zone 2 - Kelly Ranch Core
The Kelly Ranch Core development is located southeast of the intersection of Cannon Drive and
Faraday Avenue and is comprised of varying types of land uses that receive special benefit from
the street lighting and medians within and directly adjacent to the development.
The core development consists of SFD and APT units, 2.61 acres of Non-Res, a park and vacant
property (future development details have not been determined) that have local streetlights in the
public streets directly adjacent to them. All of these properties benefit from the local lights within
this core development. There are an additional 5 SFD units planned for the Kirgis development,
which is directly adjacent to Kelly Ranch and takes access through the development. A 2.63
acres site of Non-Res does not have local lighting. Part of this development also includes a city-
owned 1.58-acre future wastewater pumping plant site taking access off of Cannon Road. This
property is considered Non-Res utility property that has no local streetlights adjacent to it.
Although this property is a utility with essentially no value, it does receive the arterial lighting
special benefits; however, this utility property is not deemed to benefit from the landscaped
median improvements.
All of the development receives special benefit from the arterial street lighting and medians on
Cannon Road.
Exhibit 2
City of Carlsbad April 27, 2006
Street Lighting and Landscaping District No. 2
Preliminary Annual Engineer's Report - FY 2006-07 Page 12
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 los 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 from the future The Oaks North development. This
median provides an aesthetic link between the two developments and therefore 50% of the costs
of the medians within the open space area to the north of The Oaks South is apportioned to The
Oaks South, and 50% will be apportioned to The Oaks North at the time of its development and
annexation into this Maintenance District.
Zone 4 - Thompson / Tabata
The 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 Thompson/Tabata 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 from the arterial street lighting and medians on
Poinsettia Lane.
The existing SFD property, Assessor's Parcel Number 214-170-81-00, is already assessed in
Street Lighting and Landscaping District No. 1 and is therefore exempted from this District.
Exhibit 2
City of Carlsbad April 27, 2006
Street Lighting and Landscaping District No. 2
Preliminary Annual Engineer's Report - FY 2006-07 Page 13
Zone 5 - Palomar Forum / Carlsbad Raceway
Previously, Zone 5 only included the Palomar Forum development when it was originally
annexed into the Street Lighting and Landscaping District No. 2. The Carlsbad Raceway
development is directly adjacent to the Palomar Forum development and both developments have
been combined into one zone because they share benefit from several improvements in and
around the developments.
The Palomar Forum development is located along the northerly side of Palomar Airport Road,
east of Melrose Drive and is comprised of 51.62 acres of Non-Res and a 1.71 acres of Park that
have 100 watt local street lights in the public streets directly adjacent to them.
The Carlsbad Raceway development is located north of Palomar Airport Road and west of
Business Park Drive and is comprised of 86.20 acres of Non-Res that has 200 watt local street
lights in the public street directly adjacent to them.
Both developments receive special benefit from the arterial street lighting and medians on
Melrose Drive and Palomar Airport Road.
Zone 6 - Bressi Ranch
The Bressi Ranch development is located on the southeast corner of Palomar Airport Road and
El Camino Real. It is comprised of varying types of land uses that receive special benefit from
the street trees, medians, street lighting within and directly adjacent to the development. The
entire development benefits from the street lighting within and directly adjacent to the
development, except the residential estate area that has private streets and so does not have any
local public street light benefits. It is anticipated that the HOA will maintain the local streetlights
and the street trees within the residential areas and the medians in Poinsettia Lane. The City and
the owners of the land within Bressi Ranch have an Agreement to provide for the maintenance of
such improvements by the HOA; therefore, annual assessments will be levied within Zone 6 for
the maintenance of the local street lights only if (a) the HOA fails to maintain such any such
street lights 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 8 Parks that have trees and local street lights in the
public streets directly adjacent to them. There are SFA units that have local street lights adjacent
to them, but do not have street trees directly adjacent to them. There are 25 SFD estate units on
private streets, with no public local street lights or street trees. There are also 134.96 acres of
Non-Res development that has 200 watt local lighting adjacent to them.
All of the development received special benefits from medians in Palomar Airport Road, El
Camino Real, and Poinsettia Lane.
Zone 7 - La Costa Greens
The Greens development is located on the northeast corner of Alga Road and El Camino Real. It
is comprised of varying types of land uses that receive special benefit from the street trees,
medians, street lighting within and directly adjacent to the development.
Exhibit 2
City of Carlsbad April 27, 2006
Street Lighting and Landscaping District No. 2
Preliminary Annual Engineer's Report - FY 2006-07 Page 14
There is a 12.80 acre School, a total of 7.56 acres of Park, 86 SFA units, and 591 SFD units that
all have local trees and local street lights in the public streets directly adjacent to them. There is
9.69 acres of Non-Res and 44 SFA units that have local street trees, but do not have local street
lights, in the streets directly adjacent to them. There are 64 SFD units on private streets, with no
public local street lights or street trees. There are 180 APT units, a Pump Station, and a Golf
Course that are within the development and are taken into consideration when spreading the
special benefits, but are not part of this district and are assessed in Street Lighting and
Landscaping District No. 1.
Street trees and street lights along Alicante Road are classified as Collector Trees and Collector
100W Lights. The annual cost to maintain these trees and street lights will be spread among the
development areas that are directly adjacent to and take access from Alicante Road.
The entire development receives special benefit from the arterial street lighting on El Camino
Real, Alga Road, and Poinsettia Lane. It is anticipated that the HOA will maintain the local
streetlights and the street trees within the residential areas and the medians within Poinsettia
Lane. The City and the owners of the land within the Greens have an Agreement to provide for
the maintenance of such improvements by the HOA; therefore, annual assessments will be levied
within Zone 7 for the maintenance of the local street lights and the medians only if (a) the HOA
fails to maintain such any such street lights and medians 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.
All of the development receives special benefits from medians in El Camino Real, Alga Road,
and Poinsettia Lane.
Zone 8 - La Costa Ridge
The Ridge development is located east of El Fuerte Street, south of Alga Road, west of Rancho
Santa Fe Road, and northwest of San Marcos Creek. It is comprised of residential land uses that
receive special benefit from the medians and street lighting directly adjacent to the development.
There are 262 SFD units on private streets, with no public local street lights or street trees
directly adjacent to them. There are 58 SFA units on private streets with no public local street
lights or street trees directly adjacent to them. There is also 2 acres of Non-Res parcels within the
development that are taken into consideration when spreading the special benefit, but are not part
of this district and are assessed in Street Lighting and Landscaping District No. 1.
Though the streets within the Ridge development are private, the entire development receives
special benefit from the local street lighting directly adjacent to the development on El Fuerte
Street along the westerly side of the development.
All of the development receives special benefit from the arterial street lighting and medians in
Alga Road and Rancho Santa Fe Road.
Exhibit 2
City of Carlsbad April 27, 2006
Street Lighting and Landscaping District No. 2
Preliminary Annual Engineer's Report - FY 2006-07 Page 15
ASSESSMENT APPORTIONMENT AND RATES
Equivalent Dwelling Units
To establish the special benefit to the individual parcels within the District, an Equivalent Dwelling
Unit system is used. Each parcel of land is assigned Equivalent Dwelling Units ("EDU's") in
proportion to the estimated special benefit the parcel receives relative to the other parcels within the
District from the streetlights, street trees and medians.
The single-family detached (SFD) residential parcel has been selected as the basic unit for
calculation of assessments; therefore, the SFD residential parcel is defined as one Equivalent
Dwelling Unit (EDU). A methodology has been developed to relate all other land uses to the SFD
residential land use as described below.
Single Family Attached (SFA) Residential. SFA residential uses, including condominiums, are
given a factor of 0.80 EDU per dwelling unit. Based on data from representative cities in Southern
California, the SFA residential factor of 80 percent is determined by the statistical proportion of
relative trip generation from various types of residential uses, in combination with population density
per unit.
Apartment (APT) Residential. APT residential uses, also known as multifamily residential uses,
are given a factor of 0.60 EDU per dwelling unit. Based on data from representative cities in
Southern California, the APT residential factor of 60 percent is determined by the statistical
proportion of relative trip generation from various types of residential uses, in combination with
population density per unit.
Non-Residential (Non-Res). In converting improved non-residential properties to EDUs, the factor
used is the City of Carlsbad average size for a SFD residential lot, which is 1 dwelling unit per 7,500
sq. ft, or approximately 6 dwelling units per acre. Therefore, Non-Res parcels will be assessed 6
EDU per acre or any portion thereof.
Vacant/Parks. Parcels that are designated for parks or parcels that are developable but do not have a
finalized development map are assessed based upon the acreage of the parcel. These properties
receive special benefits based on their land, as this is the basis of their value. Based upon the
opinions of professional appraisers, appraising current market property values for real estate in
Southern California, the land value portion of a property typically ranges from 20 to 30 percent of the
property's total value. Additionally, the utilization of vacant property is significantly less than
improved property and vacant property has a traffic generation rate of 0. Therefore, vacant parcels
(and park parcels) will be assessed at the rate of 25% of Non-Res properties, or 1.5 EDU per acre or
any portion thereof.
Open Space. Parcels designated as open space do not receive special benefits from the
Improvements and are therefore exempt from the assessment.
The following table summarizes the EDU formula described above.
Exhibit 2
City of Carlsbad
Street Lighting and Landscaping District No. 2
Preliminary Annual Engineer's Report - FY 2006-07
April 27, 2006
Page 16
EDU Formula
Land Use EDU Rate
Single Family Detached Res (SFD)1.0 /DU
Single Family Attached Res (SFA)0.8 / DU
Apartments (APT)0.6 / DU
Developed Non-Residential (Non-Res) 6.0 / acre
Vacant / Park 1.5 / acre
Open Space 0.0 / acre
DU = Dwelling Unit
The table below provides the EDU's for the various types of special benefits associated with each
Zone, FY 2006-07 budget rates and the calculated maximum assessment rates for FY 2006-07. The
FY 2006-07 assessment rate will be the lesser of the budget rate and the maximum rate.
Estimated FY 2006-07 Assessment Allocation and Rates
Development DU Acres
Zone 1 - Calavera Hills II
Village E - SFA (NLL) 117
Village H - Non-Res (NLL) 2.00
Village K - SFD 84
Village L-2 - SFD 14
Village U- SFA (NLL) 135
Village W- SFD 114
Village X - Non-Res (NLL) utility 0.08
Village X- SFD 115
Village Y - APT (NLL) 106
Village Y - Non-Res (NLL) 1.00
Zone 2 - Kelly Ranch Core
SFD 147
APT 451
Non-Res 2.61
Non-Res (NLL) 2.63
Non-Res (NLL) utility 1 .58
Park 0.49
SFD (NAP) 6
Vacant (NAP) 5.67
Zone 3 - The Oaks South
SFD 494
Non-Res 1.62
Zone 4 - Thompson/Tabata
SFD 234
SFA 24
Zone 5 - Palomar Forum/Carlsbad Raceway
Park 1.71
Non-Res-100W 51.62
Non-Res-200W 86.2
Zone 6 - Bressi Ranch
Non-Res 166.43
Park 12.38
SFD 498
SFA 100
SF Estates 25
Local
Light
EDU
84.0
14.0
114.0
115.0
327.0
147.0
270.6
15.7
0.7
6.0
8.5
448.5
494.0
9.7
503.7
234.0
19.2
253.2
2.6
309.7
517.2
829.5
998.6
18.6
498.0
80.0
1595.2
Collector
Local
Light
EDU
Arterial
Light
EDU
93.6
12.0
84.0
14.0
108.0
114.0
0.5
115.0
63.6
6.0
610.7
147.0
270.6
15.7
15.8
9.5
0.7
6.0
8.5
473.8
494.0
9.7
503.7
234.0
19.2
253.2
2.6
309.7
517.2
829.5
998.6
18.6
498.0
80.0
25.0
1620.2
Tree
EDU
84.0
14.0
114.0
115.0
327.0
494.0
9.7
503.7
234.0
234.0
18.6
498.0
516.6
Collector
Tree
EDU
Median
EDU
93.6
12.0
84.0
14.0
108.0
114.0
0.5
115.0
63.6
6.0
610.7
147.0
270.6
15.7
15.8
0.7
6.0
8.5
464.3
494.0
9.7
503.7
234.0
19.2
253.2
2.6
309.7
517.2
829.5
998.6
18.6
498.0
80.0
25.0
1620.2
FY 06-07
Budget Rate
(S/EDU)
$58.03
$58.03
$103.37
$103.37
$58.03
$102.74
$58.03
$103.37
$58.03
$58.03
$99.44
$99.44
$99.44
$64.24
$3.86
$99.44
$99.44
$99.44
$6.62
$6.62
$126.16
$125.77
$49.00
$49.00
$45.29
$39.86
$40.74
$40.74
$40.21
$39.77
FY 06-07
Asmt Rate*
($/EDU)
$58.03
$58.03
$103.37
$103.37
$58.03
$102.74
$58.03
$103.37
$58.03
$58.03
$99.44
$99.44
$99.44
$64.24
$3.86
$99.44
$99.44
$99.44
$6.62
$6.62
$126.16
$111.11
$49.00
$49.00
$45.29
$39.86
$40.74
$40.74
$40.21
$39.77
FY 05-06
Max. Rates
($/EDU)
$57.85
$57.85
$167.19
$167.19
$57.85
$167.19
$57.85
$167.19
$57.85
$57.85
$101.37
$101.37
$101.37
$62.16
$4.52
$101.37
$101.37
$101.37
$355.01
$355.01
$187.17
$105.42
$138.62
$138.62
$83.29
$61.44
$184.10
$184.10
$120.43
$47.59
CPI
Adj.
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
FY 06-07
Max. Rates
($/EDU)
$60.97
$60.97
$176.22
$176.22
$60.97
$176.22
$60.97
$176.22
$60.97
$60.97
$106.84
$106.84
$106.84
$65.52
$4.76
$106.84
$106.84
$106.84
$374.18
$374.18
$197.28
$111.11
$146.11
$146.11
$87.79
$64.76
$194.04
$194.04
$126.93
$50.16
NC = No Collector Lights/Trees NLL = No Local Lights NLT = No Local Trees DU = Dwelling Unit NAP = Not a Part
* The FY2006-07 Assessment Rate will be the lesser of the Budget Rate and the Maximum Rate
Exhibit 2
City of Carlsbad
Street Lighting and Landscaping District No. 2
Preliminary Annual Engineer's Report - FY 2006-07
April 27, 2006
Page 17
Estimated FY 2006-07 Assessment Allocation and Rates (cont'd)
Development DU Acres
Zone 7 - The Greens
Non-Res-NLL 9.69
Non-Res 12.80
Park 5.84
Park-NC 1.72
Park-NLT 32.11
SFA 86
SFA-NLL 44
SFD 484
SFD-NC 107
SF Estates 64
APT (NAP) 180
Non-Res (NAP) 0.65
Park-NLL (NAP) 80.81
Zone 8 - The Ridge
SFA 58
SFD 262
Non-Res (NAP) 2.0
Local
Light
EDU
76.8
8.8
2.6
68.8
484.0
107.0
108.0
3.9
859.8
46.4
262.0
12.0
320.4
Collector
Local
Light
EDU
8.8
48.2
484.0
64.0
604.9
Arterial
Light
EDU
58.1
76.8
8.8
2.6
48.2
68.8
35.2
484.0
107.0
64.0
108.0
3.9
121.2
1186.6
46.4
262.0
12.0
320.4
Tree
EDU
58.1
76.8
8.8
2.6
68.8
35.2
484.0
107.0
108.0
3.9
953.2
Collector
Tree
EDU
8.8
48.2
484.0
64.0
604.9
Median
EDU
58.1
76.8
8.8
2.6
48.2
68.8
35.2
484.0
107.0
64.0
108.0
3.9
121.2
1186.6
46.4
262.0
12.0
320.4
FY 06-07
Budget Rate
($/EDU)
$40.89
$41.22
$41.56
$41.22
$40.68
$41.22
$40.89
$41.56
$41.22
$40.68
$41.22
$41.22
$40.34
$21.59
$21.59
$21.59
FY 06-07
Asmt Rate*
(S/EDU)
$40.89
$41.22
$41.56
$41.22
$40.68
$41.22
$40.89
$41.56
$41.22
$40.68
$41.22
$41.22
$40.34
$21.59
$21.59
$21.59
FY 05-06
Max. Rates
(S/EDU)
$216.81
$268.12
$330.59
$268.12
$164.95
$268.12
$216.81
$330.59
$268.12
$164.95
$268.12
$268.12
$102.48
$31.84
$31.84
$31.84
CPI
Adj.
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
FY 06-07
Max. Rates
(S/EDU)
$228.52
$282.60
$348.44
$282.60
$173.86
$282.60
$228.52
$348.44
$282.60
$173.86
$282.60
$282.60
$108.01
$33.56
$33.56
$33.56
NC = No Collector Lights/Trees NLL = No Local Lights NLT = No Local Trees DU = Dwelling Unit NAP = Not a Part
* The FY2006-07 Assessment Rate will be the lesser of the Budget Rate and the Maximum Rate
Exhibit 2
City of Carlsbad April 27, 2006
Street Lighting and Landscaping District No. 2
Preliminary Annual Engineer's Report - FY 2006-07 Page 18
PARTD
ASSESSMENT ROLL
The Assessment Roll is a listing of the proposed maximum assessment for Fiscal Year 2006-07
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 on file in the Office of the City Clerk and is incorporated by
reference herein and made part of this Report.
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.
PARTE
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.
Exhibit 3
RESOLUTION NO. 2006-120
1
2 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CARLSBAD, CALIFORNIA, APPROVING THE PRELIMINARY
ENGINEER'S REPORT FOR THE PROCEEDINGS FOR THE
ANNUAL LEVY OF ASSESSMENTS WITHIN A SPECIAL
4
5
ASSESSMENT DISTRICT.
6 WHEREAS, the City Council of the City of Carlsbad, California, pursuant to the terms of
7 the Landscaping and Lighting Act of 1972, (Division 15, Part 2 of the State Streets and
8 Highways Code, commencing with Section 22500), did by previous resolution initiate
9 proceedings and ordered the preparation of an Engineer's Report (the "Report") for the annual
10 levy of assessments within a special assessment district, said special assessment district known
and designated as Street Lighting and Landscaping District No. 2 (hereinafter referred to as the
12 "Assessment District"); and
13 WHEREAS, there has now been presented to this City Council the Report as required by
14 said Division 15 of the Streets and Highways Code and as previously directed by resolution; and
15 WHEREAS, this City Council has now carefully examined and reviewed the Report as
16 presented, and is satisfied with each and all of the items and documents as set forth therein, and
17 is satisfied that the assessments, on a preliminary basis, have been distributed in accordance
18 with the benefits received from the improvements to be maintained, as set forth in the Report.
19 NOW, THEREFORE, IT IS HEREBY RESOLVED AS FOLLOWS:
20 SECTION 1. That the above recitals are all true and correct.
21 SECTION 2. That the Report as presented consists of the following:
22 A. Plans and specifications describing the general nature, location and extent of the
23 improvements to be maintained.
24 B. Estimate of cost, including the amount of the annual installment for the
25 forthcoming fiscal year.
26 C. Diagram of the Assessment District.
27 D. Assessment of the estimated cost.
28
Page 2 of Resolution No.Exhibit 3
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The Report, as presented, is hereby approved on a preliminary basis, and is ordered to
be filed in the Office of the City Clerk as a permanent record and to remain open to public
inspection.
SECTION 3. That the City Clerk shall certify to the passage and adoption of this
Resolution, and the minutes of this meeting shall so reflect the presentation of the Report.
PASSED, APPROVED, AND ADOPTED at a regular meeting of the Carlsbad City
Council held on the 9th day of May , 2006 by the following
vote, to wit:
AYES: Council Members Lewis, Hall, Kulchin, Packard, Sigafoose
NOES: None
ABSENT: None
ATTEST:
LORRAINE M. wdOD, City Clerk
Exhibit 4
1 RESOLUTION NO. 2006-121
2 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CARLSBAD, CALIFORNIA, DECLARING ITS INTENTION
3 TO PROVIDE FOR AN ANNUAL LEVY AND COLLECTION
OF ASSESSMENTS IN A SPECIAL ASSESSMENT
4 DISTRICT, AND SETTING A TIME AND PLACE FOR A
PUBLIC HEARING THEREON.
5
6 WHEREAS, the City Council of the City of Carlsbad, California, has previously formed a
7 special assessment district pursuant to the terms of the Landscaping and Lighting Act of 1972,
8 (Division 15, Part 2 of the State Streets and Highways Code, commencing with Section 22500),
9 said special assessment district known and designated as Street Lighting and Landscaping
10 District No. 2 (hereinafter referred to as the "Assessment District"); and
11 WHEREAS, the Assessment District is an existing assessment district in which
12 assessments are not proposed to be increased as defined by Article XIIID of the California
13 Constitution (Proposition 218) and the Proposition 218 Omnibus Implementation Act, and is
14 exempt from the procedures and requirements of all assessments under California Constitution
15 Article XIIID § 5 (a); and
16 WHEREAS, the City Council wishes levy assessments for the next ensuing fiscal year to
17 provide for the costs and expenses necessary to pay for the maintenance of the improvements
18 within the Assessment District; and
19 WHEREAS, there has been presented and approved by this City Council the Engineer's
20 Report (the "Report"), as required by law, and this City Council is desirous of continuing with the
21 proceedings for said annual levy; and
22 WHEREAS, the improvements to be maintained shall consist of all originally designated
23 and authorized improvements, as well as certain new and additional improvements.
24 NOW, THEREFORE, BE IT RESOLVED AS FOLLOWS:
25 RECITALS
26 SECTION 1. That the above recitals are all true and correct.
27 SECTION 2. That the public interest and convenience requires, and it is the intention of
28 the City Council to levy and collect assessments to pay the annual costs and expenses for the
Page 2 of Resolution No. Exhibit 4
maintenance and/or sen/icing of the improvements for the Assessment District, the
2 improvements generally described as follows:
3
The maintenance of certain street lighting improvements, street trees, and median
4
landscaping improvements, as set forth and described in the Report.
5
The proposed new improvements to be maintained and serviced caused generally by
6
new development are described as follows:
7
The maintenance of certain additional street lighting improvements and additional
8
landscaping improvements, including replacement of street trees and median landscapingy
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.
12 BOUNDARIES OF ASSESSMENT DISTRICT
13 SECTION 3. That said improvements are of direct benefit to the properties within the
14 boundaries of the Assessment District, which Assessment District the legislative body previously
15 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
18 Assessment District.
19
REPORT OF ENGINEER
20
SECTION 4.
21
A. That the Report, as preliminarily approved by this legislative body, is on file with
22
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.
27 B. The Assessment District is an existing assessment district in which assessments
2g are not proposed to be increased as defined by Article XIIID of the California Constitution
(Proposition 218) and the Proposition 218 Omnibus Implementation Act.
Page 3 of Resolution No. Exhibit 4
1
2 PUBLIC HEARING
3 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:
c
Tuesday, June 13, 2006, at 6:00 p.m.
At that time this legislative body will hear protests or objections in reference to the annual
8 levy of assessments and to any other matters contained in this resolution. Any persons who wish
9 to object to the proceedings or the annual levy should file a written protest with the City Clerk
10
prior to the time set for the public hearing. If there is a majority protest against the levy of an
11
annual assessment that is increased from the previous year, the proposed increase in the
12
assessments shall be abandoned. A majority protest exists if, upon the conclusion of the
13
hearing, written protests filed and not withdrawn, represent property owners owning more than
14
50% of the assessable area of land within the District.15
NOTICE16
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 general18
1Q circulation within the City of Carlsbad, said publication to be completed not less than ten (10)
2Q days prior to the date set for the public hearing.
21 PROCEEDINGS INQUIRIES/PROTESTS
22 SECTION 7. For any and all information relating to these proceedings, including
23 information relating to protest procedure, your attention is directed to the person designated
24 below:
25 JOAN E. COX
ASSESSMENT ENGINEER
26 HARRIS & ASSOCIATES
TELEPHONE: (800) 827-4901 EXT. 337
27
///28
Page 4 of Resolution No.Exhibit 4
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Owners of property within the Assessment District may mail written protests to the following
address:
CITY CLERK
CITY OF CARLSBAD
1200 CARLSBAD VILLAGE DRIVE
CARLSBAD, CA 92008
PASSED, APPROVED AND ADOPTED at a regular meeting of the Carlsbad City
Council held on the 9th day of May , 2006 by the following
vote, to wit:
AYES: Council Members Lewis, Hall, Kulchin, Packard, Sigafoose
NOES: None
ABSENT: None
ATTEST:
LORRAINE M. WOOD, city cierk
•$,