HomeMy WebLinkAbout2006-06-13; City Council; 18600; Street Lighting and Landscape District No. 2CITY OF CARLSBAD - AGENDA BILL
AB#
MTG.
DEPT.
18.600
6/13/06
FIN
STREET LIGHTING AND
LANDSCAPING DISTRICT NO. 2
PUBLIC HEARING
DEPT. HEAD
CITY ATTY.
CITY MGR.
RECOMMENDED ACTION:
That a public hearing be held to consider a staff report, receive public comment, and approve
Resolution No. 2006-153 , confirming the diagram and assessment and providing for the
levy of the annual assessment for Street Lighting and Landscaping District No. 2.
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 previously 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/Carlsbad Raceway, 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.
At their meeting of May 9, 2006, the City Council approved three resolutions that initiated
proceedings and ordered the preparation of an Engineer's Report for a Special Assessment
District, approved the Engineer's Report, and set the public hearing for tonight, June 13, 2006.
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 approved Engineer's Report. The "General Benefit"
became a requirement with Proposition 218. Any share of the benefits received from an
improvement that does not provide a special benefit to the assessed properties is considered to
be a general benefit provide by the improvements. The cost of such general benefit is not to be
assessed to the properties in the Assessment District, but instead is contributed by the City
from the General Fund.
The resolution setting the public hearing was published in the North County Times at least ten
days prior to the public hearing date.
FOR CITY CLERKS USE ONLY.
COUNCIL ACTION:APPROVED
DENIED
CONTINUED D
WITHDRAWN D
AMENDED D
CONTINUED TO DATE SPECIFIC D.
CONTINUED TO DATE UNKNOWN D
RETURNED TO STAFF D
OTHER - SEE MINUTES D
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.
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 table on the following page, 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.
Page 2 o
ASSESSEMENT SUMMARY FOR THE AVERAGE
ANNUAL SINGLE-FAMILY PARCEL
Development
Calavera Hills II
Kelly Ranch
The Oaks South
Thompson/ Tabata
Palomar
Forum/Carlsbad
Raceway
Bressi Ranch
La Costa Greens
La Costa Ridge
Maximum
Annual
Assessment
Rate
$176.22
$106.84
$374.18
$197.28
$146.11
$194.04
$348.44
$33.56
Actual
Annual
Assessment
Rate
$103.37
$99.44
$6.62
$126.16
$49.00
$40.74
$41.56
$21.59
Explanation of Difference Between
Maximum and Actual Annual
; .••;,- Assessment' Rates ;;,: • ,1:
All street trees maintained by HOA.
Budgeted costs are less than 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.
FISCAL IMPACT:
The Fiscal Year 2006-07 Street Lighting and Landscaping District No. 2 total budget for the
eight zones is projected to be $290,583.
The assessment rates in each zone of District No. 2 have been set so that 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, to be fully recovered by Fiscal Year 2007-08.
ENVIRONMENTAL IMPACT:
The project is categorically exempt under CEQA, pursuant to Section 15301 (c).
EXHIBITS:
1. Approved Engineer's Report.
2. Resolution No.2006-153 _, 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
Page3
Exhibit 1
CITY OF CARLSBAD
STREET LIGHTING AND LANDSCAPING DISTRICT NO. 2
FINAL
ANNUAL ENGINEER'S REPORT
FISCAL YEAR 2006-07
Prepared by:
E. Cox.'P'E
Harris & Associates
RCE41965 Exp. 3/31708
Date: May 23. 2006
City of Carlsbad May 23, 2006
Street Lighting and Landscaping District No. 2
Final 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
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Exhibit 1
City of Carlsbad May 23, 2006
Street Lighting and Landscaping District No. 2
Final 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.
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City of Carlsbad May 23, 2006
Street Lighting and Landscaping District No. 2
Final 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.
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7
Exhibit 1
City of Carlsbad May 23, 2006
Street Lighting and Landscaping District No. 2
Final 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.
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Exhibit 1
City of Carlsbad May 23, 2006
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2006-07 Page 5
PARTB
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.
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City of Carlsbad
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2006-07
May 23, 2006
Page 6
FY 2006-07 Budget
Quantity
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
O&M
Unit
Cost
$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
Repl.
Unit
Cost
$141.83
$141.83
$0.42
$141.83
$141.83
$0.42
$141.83
$141.83
$0.42
$141.83
$141.83
$0.42
Total
O&M/Repl.
Costs
$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
Form-
ation
Costs
$97
$52
$134
$183
$105
$12
$186
$262
$14
$613
$318
$87
$16
$91
$108
Other
Admin.
Costs
$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 81,510sf
Zone 7 (La Costa Greens)
" 100W Light 0 each
" Collector lOOWLig 0 each
* 200W Light 21 each
** Local Trees 0 each
** Collector Trees 0 each
Medians 55,91 7 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
FY 06-07
Annual
Costs
$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
Subtotal Annual Costs: $281,101 $5,751 $3,731 I $290,583
Administrative Costs
District Formation (second of 4 installments)
Annual Administration
County Levy Fee
Replacement Reserve
Fund Balance as of July 1 of Current FY
$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
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lo
Exhibit 1
City of Carlsbad May 23,2006
Street Lighting and Landscaping District No. 2
Final 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.
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II
Exhibit 1
City of Carlsbad May 23, 2006
Street Lighting and Landscaping District No. 2
Final 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 XIIID and the Implementation Act requires that a parcel's assessment may not
exceed the reasonable cost for the proportional special benefit conferred on that parcel. Article
XIIID and the Implementation Act further provides that only special benefits are assessable and the
City must separate the general benefits from the special benefits. They also require that publicly
owned properties which specially benefit from the improvements be assessed.
SPECIAL BENEFIT ANALYSIS
Proper maintenance and operation of the streetlights, street trees and street medians provides special
benefit to adjacent properties by providing security, safety, and community character and vitality.
Local 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.
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12
City of Carlsbad
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2006-07
May 23,2006
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
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Exhibit 1
City of Carlsbad May 23,2006
Street Lighting and Landscaping District No. 2
Final 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.
• 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
Q:\cartsbad\Annual Admin\FY 06-07\LLMD2\reports\LLD2 06-07 Final Rpt.doc
\H
Exhibit 1
City of Carlsbad May 23, 2006
Street Lighting and Landscaping District No. 2
Final 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.
Q:\cartsbad\Annual Admin\FY 06-07M.LMD2\reports\LLD2 06-07 Final Rpt.doc
Exhibit 1
City of Carlsbad May 23, 2006
Street Lighting and Landscaping District No. 2
Final 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.
Q:\carlsbad\Annual Admin\FY 06-07\LLMD2\reports\LLD2 06-07 Final Rptdoc
Exhibit 1
City of Carlsbad May 23,2006
Street Lighting and Landscaping District No. 2
Final 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 frees,
medians, street lighting within and directly adjacent to the development.
Q:\carisbad\Annual Admin\FY 06-OALLMD2\reports\LLD2 06-07 Final Rpt.doc
(7
Exhibit 1
City of Carlsbad May 23, 2006
Street Lighting and Landscaping District No. 2
Final 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.
Q:\cartsbad\Annual Admin\FY 06-07\LLMD2\reports\LLD2 06-07 Final Rpt.doc
18
Exhibit 1
City of Carlsbad May 23, 2006
Street Lighting and Landscaping District No. 2
Final 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.
Q:\carlsbad\Annual Admin\FY 06-07\LLMD2\reports\LLD2 06-07 Final Rpt.doc
Exhibit 1
City of Carlsbad
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2006-07
May 23, 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 (NO.) 117
Village H - Non-Res (NIL) 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 - Brass! 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
$50.16
NC = No Collector Lights/Trees NLL = No Local Lights NLT = No Local Trees DU = Dwelling Unit NAP = Not a Part
* The FY2006-07 Assessment Rate will be the lesser of the Budget Rate and the Maximum Rate
Q:\cartsbad\Annual AdmirAFY 06-07\LLMD2\reports\LLD2 06-07 Final Rptdoc
Exhibit 1
City of Carlsbad
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2006-07
May 23,2006
Page 17
Estimated FY 2006-07 Assessment Allocation and Rates (cont'd)
Development DU Acres
Zone 7 - The Greens
Non-Res-NLL 9.69
Non-Res 12.80
Park 5.84
Park-NC 1.72
Park-NLT 32.11
SFA 86
SFA-NLL 44
SFD 484
SFD-NC 107
SF Estates 64
APT (NAP) 180
Non-Res (NAP) 0.65
Park-NLL (NAP) 80.81
Zone 8 - The Ridge
SFA 58
SFD 262
Non-Res (NAP) 2.0
Local
Light
EDU
76.8
8.8
2.6
68.8
484.0
107.0
108.0
3.9
859.8
46.4
262.0
12.0
320.4
Collector
Local
Light
EDU
8.8
48.2
484.0
64.0
604.9
Arterial
Light
EDU
58.1
76.8
8.8
2.6
48.2
68.8
35.2
484.0
107.0
64.0
108.0
3.9
121.2
1186.6
46.4
262.0
12.0
320.4
Tree
EDU
58.1
76.8
8.8
2.6
68.8
35.2
484.0
107.0
108.0
3.9
953.2
Collector
Tree
EDU
8.8
48.2
484.0
64.0
604.9
Median
EDU
58.1
76.8
8.8
2.6
48.2
68.8
35.2
484.0
107.0
64.0
108.0
3.9
121.2
1186.6
46.4
262.0
12.0
320.4
FY 06-07
Budget Rate
($/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
$21.59
FY 06-07
Asmt Rate*
($/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
$21.59
FY 05-06
Max. Rates
($/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
$31.84
CPI
Adj.
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
5.4%
FY 06-07
Max. Rates
($/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
* The FY2006-07 Assessment Rate will be the lesser of the Budget Rate and the Maximum Rate
NAP = Not a Part
Q:\carlsbad\Annual AdminNFY 06-07\LLMD2\reports\LLD2 06-07 Final Rpt.doc
Exhibit 1
City of Carlsbad May 23, 2006
Street Lighting and Landscaping District No. 2
Final 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.
Q:\cartsbad\Annual AdminNFY 06-07\LLMD2\reports\LLD2 06-07 Final Rpt.doc
Exhibit 1
»5«b
•I
Lighting and Landscape
District 2
for Fiscal Year 2006-07
PACIFIC OCEAN
1
1
Kelly Ranch
Zone 6
Bressi Ranch
ZoneS
Palomar
Forum
Zone 4
Thompson/Tabata Zone?
The Greens
ZoneS
The Ridge
Zone 3
The Oaks
South
Development Name
Zone 1 - Calavera Hills
Zone 2 - Kelly Ranch
Zone 3 - The Oaks South
Zone 4 - Thompson/Tabata
Zone 5 - Palomar Forum
Zone 6 - Bressi Ranch
Zone 7 - The Greens
Zone 8 - The Ridge
Exhibit 2
1 RESOLUTION NO. 2006-153
2 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CARLSBAD, CALIFORNIA, CONFIRMING THE DIAGRAM
3 AND ASSESSMENT AND PROVIDING FOR THE LEVY OF
4 THE ANNUAL ASSESSMENT FOR STREET LIGHTING
AND LANDSCAPING DISTRICT NO. 2
5
6 WHEREAS, the City Council of the City of Carlsbad, California, has initiated
7 proceedings for the levy of the annual special assessment district pursuant to the terms
8 of the Landscaping and Lighting Act of 1972 (Division 15, Part 2 of the State Streets
9 Highways Code, commencing with Section 22500); the special assessment district is
10 known and designated as Street Lighting and Landscaping District No. 2 (hereinafter
11
referred to as the "Assessment District"); and
12
WHEREAS, the Assessment District is an existing assessment district in which
the maximum allowable assessment rates for each zone have been increased by the
15 annual change in the Consumer Price Index (CPI), as was approved by the City Council
16 following a property owner vote, and the proposed assessments to be levied are less
17 than the allowable maximum rates and; therefore, this Assessment District is exempt
18 from the procedures pursuant to California Article XIIID § 5 (a); and
19 WHEREAS, at this time, a public hearing has been held relating to the levy of the
20 annual assessments, and the City Council is now satisfied with the assessment and
21
diagram and all other matters as contained in the Engineer's Report (the "Report") as
22
now submitted for final consideration and approval.
23
NOW, THEREFORE, IT IS HEREBY RESOLVED AS FOLLOWS:
25 RECITALS
26 SECTION 1. That the above recitations are true and correct.
27
28
Exhibit 2
1 PROTESTS
2 SECTION 2. That all protests and objections of every kind and nature be, and
3 the same hereby are, overruled and denied.
4 CONFIRMATION
5
SECTION 3. That the final assessment and diagram for the proceedings, as
6
contained in the Engineer's Report, are hereby approved and confirmed.
7
SECTION 4. That the public interest and convenience requires and the City8
o Council does hereby order the maintenance work to be made and performed as set
JO forth in the Report, and as previously declared and set forth in the Resolution of
11 Intention.
12 SECTION 5. That the assessments contained in the Report for the next fiscal
13 year are hereby confirmed and levied upon the respective lots or parcels of land in the
14 Assessment District in the amounts as set forth in the final Report. It is hereby further
determined that all assessments have been apportioned properly in accordance with the
16
benefits that each parcel receives from the proposed maintenance works of
17
improvement.
18
FILING AND RECORDING
20 SECTION 6. That the above-referenced diagram and assessment shall be filed
21 in the office of the City Clerk, with a certified copy to be filed in the office of the
22 Engineering Department. Said diagram and assessment, and the certified copy thereof,
23 shall be open for public inspection.
SECTION 7. That the City Clerk is hereby ordered and directed to file a certified
25 copy of the diagram and assessment with the County Auditor. Said filing is to be made
26
no later than the third Monday in August, or as required by the County.
27
28
Exhibit 2
1 ENTRY UPON THE ASSESSMENT ROLL
2 SECTION 8. That after the filing of the diagram and assessment, the County
3 Auditor shall enter on the County Assessment Roll, opposite each lot or parcel of land,
4 the amount assessed thereupon.
COLLECTION AND PAYMENT
6
SECTION 9. The assessments shall be collected at the same time in the same
7
manner as County taxes are collected, and all laws providing for the collection and8
„ enforcement of County taxes shall apply to the collection and enforcement of the
assessments.
11 FISCAL YEAR
12 SECTION 10. That the assessments as above authorized and levied for these
13 proceedings will provide revenue and relate to the fiscal year commencing July 1, 2006
14 and ending June 30, 2007.
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Exhibit 2
PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council
of the City of Carlsbad on the 13th day of June ,
2006, by the following vote:
AYES: Council Members Lewis, Hall, Kulchin, Packard, Sigafoose
NOES: None
ABSENT: None
ATTEST:
LORtfAIN
(SEAL)
27
PROOF OF PUBLICATION
(2010 & 2011 C.C.P.)
This space is for 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
North County Times
Formerly known as the Blade-Citizen and The
Times-Advocate and which newspapers have been
adjudicated newspapers of general circulation by
the Superior Court of the County of San Diego,
State of California, for the City of Oceanside and
the City of Escondido, Court Decree number
171349, for the County of San Diego, that the
notice of which the annexed is a printed copy (set
in type not smaller than nonpariel), has been
published in each regular and entire issue of said
newspaper and not in any supplement thereof on
the following dates, to-wit:
June 06th, 2006
I certify (or declare) under penalty of perjury that
the foregoing is true and correct.
Dated at SAN MARCOS California
This 06th Day of June, 2006
Signature
Jane Allshouse
NORTH COUNTY TIMES
Legal Advertising
Proof of Publication of
TIMLE/AND PLACE FOR A PUBLIC HEARING
-
WHEREA'S, the Assessment District is an existing as-sessment district in which assessments ar n
ropositionexempt fromments un-and
.. ....,u,,ud and approved byrt (the "Report"), asl is desirous of con-
OW, THEREFORE,
SECTION 1. That
snts to be maintained shall'anated and authorized im-irtain new and additional
.VED AS FOLLOWS:
:itals are all true and
. ... , ,u>L the public interest and conveniencerequires, and it is the intention of the City Council to levyand collect assessments to pay the annual costs and expenses for the maintenance and/or servicing of thimprovements for the Assessment District, the iments generally described as follows:
The maintenance of certain street lighting improvements,street trees, and median landscaping improvements, asforth and described in the Report.
new improvements to be maintained i
set forth and described in the ReHuu.
The proposed new improvements to be maintained andserviced caused generally by new development are de-scribed as follows:
The maintenance of certain additional strr"provements and additional landscaping iinfli i/i'tnn ff\nl*ff ~——-* -* -'
edtobetheareabeniparticulars, reference
merit District Is an existln§•,]£?.Assessment Ddistrict in which assesscreased as defined b
>duled In the regular meeting place of the City, being the Council Chambers, City Hall, on thea date and tirruv
D ADOPTED at a regular
-votTlo1^:0"'1169*^
/s/CLAUDE A. LEWIS, Mayor
M. WOOD, City Clerk (SEAL)
1
ANNUAL ENGINEER’S REPORT
FISCAL YEAR 2006-07
CITY OF CARLSBADCITY OF CARLSBAD
STREET LIGHTING AND
LANDSCAPING DISTRICT NO. 2
STREET LIGHTING AND LANDSCAPING STREET LIGHTING AND LANDSCAPING
DISTRICT NO. 2DISTRICT NO. 2
IMPROVEMENTS TO BE MAINTAINED
•STREET LIGHTING
•STREET TREES
•MEDIAN LANDSCAPING
LIGHTING AND LANDSCAPING LIGHTING AND LANDSCAPING
DISTRICT NO. 2DISTRICT NO. 2
ZONES OF BENEFIT
1. Calavera Hills II
3. The Oaks South
4. Thompson/Tabata
5. Palomar Forum/
Carlsbad Raceway
6. Bressi Ranch
7. La Costa Greens
8. La Costa Ridge
2. Kelly Ranch
HOA MAINTAINED IMPROVEMENTS
¾If the HOA fails to maintain the improvement,
then the City is required to
undertake the maintenance
STREET LIGHTING AND LANDSCAPING STREET LIGHTING AND LANDSCAPING
DISTRICT NO. 2DISTRICT NO. 2
¾If the HOA fails to reimburse
the City for the cost,
then the cost will be assessed
to the property owners
$21.59$33.56La Costa Ridge
$41.56$348.44La Costa Greens
$40.74$194.04Bressi Ranch
$49.00$146.11
Palomar Forum/
Carlsbad Raceway
$126.16$197.28Thompson/Tabata
$6.62$374.18The Oaks South
$99.44$106.84Kelly Ranch
$103.37$176.22Calavera Hills II
Actual AnnualAssessment Rate
Maximum Annual Assessment RateDevelopment
ANNUAL ASSESSMENT SUMMARY FOR THE AVERAGE
SINGLE-FAMILY PARCEL
STREET LIGHTING AND LANDSCAPING DISTRICT NO. 2STREET LIGHTING AND LANDSCAPING DISTRICT NO. 2
For additional information regarding the
Street Lighting and Landscaping District
please call:please call:
Harris & AssociatesHarris & Associates
(800) 827(800) 827--4901 Ext. 3374901 Ext. 337
STREET LIGHTING AND STREET LIGHTING AND
LANDSCAPING DISTRICT NO. 2LANDSCAPING DISTRICT NO. 2
2
Questions?
STREET LIGHTING AND STREET LIGHTING AND
LANDSCAPING DISTRICT NO. 2LANDSCAPING DISTRICT NO. 2