HomeMy WebLinkAbout2008-05-20; City Council; 19453; Street lighting & landscaping district no. 2CITY OF CARLSBAD - AGENDA BILL
AB# 19,453
MTG. 05/20/08
DEPT. FIN
STREET LIGHTING AND LANDSCAPING
DISTRICT NO. 2: INITIATING
PROCEEDINGS FOR FISCAL YEAR 2008-09
DEPT. HEA
CITY ATTY.
CITY MGR.
RECOMMENDED ACTION:
Adopt Resolution No. 2008-148 initiating proceedings and ordering the preparation of
an Engineer's Report for a Special Maintenance District.
Adopt Resolution No. 2008-149 , approving the Preliminary Engineer's Report.
Adopt Resolution No. 2008-150 , setting a public hearing for June 24, 2008.
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
2008-09 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 ten
zones in District No. 2, including Calavera Hills II, Kelly Ranch, the Oaks South,
Thompson/Tabata, Palomar Forum, Bressi Ranch, La Costa Greens, La Costa Ridge, the Oaks
North Industrial, and the Oaks North Residential developments. Staff is working with other
developers currently building communities in the City. These properties will be annexed into
District No. 2 in the near future.
Fiscal Year 2008-09 Assessment District Processing:
In each of the ten 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, seven zones 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
DEPARTMENT CONTACT: Aaron Beanan 760-602-2430 abean@ci.carlsbad.ca.us
FOR CITY CLERKS USE ONLY.
COUNCIL ACTION: APPROVED &
DENIED D
CONTINUED D
WITHDRAWN D
AMENDED D
CONTINUED TO DATE SPECIFIC D
CONTINUED TO DATE UNKNOWN D
RETURNED TO STAFF D
OTHER - SEE MINUTES D
Page 2
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 2007 to January 2008 was 2.3%, and is reflected in the maximum assessment rates for
2008-09.
The actual annual assessment is the amount that will be charged to each property owner on his
or her annual property tax statement. If, at any point in the future the City determines that the
HOA is not maintaining the improvements to the City's standard, the City has the ability to
assume the maintenance of the improvements and charge the property owner up to the
maximum annual assessment. This would be done so that the City can recover its costs of
maintaining the improvements.
In addition to costs associated with improvements being maintained by HOA's, street lighting
costs have not been fully assessed for Fiscal Year 2008-09 in each zone, since some of these
lights have either recently been energized or will not be energized until Fiscal Year 2008-09.
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 $4.19 per parcel to a high of $133.88 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
Development
Calavera Hills II
Kelly Ranch
The Oaks South
Thompson/
Tabata
Palomar
Forum/Carlsbad
Raceway
Bressi Ranch
La Costa Greens
La Costa Ridge
Oaks North
Industrial
Oaks North
Residential
Maximum
Annual
Assessment
Rate
$185.68
$112.58
$394.27
$207.87
$153.95
$204.46
$367.14
$35.37
$49.28
$313.32
Actual
Annual
Assessment
Rate (07-08)
$109.63
$109.21
$6.42
$135.97
$91.92
$48.05
$116.96
$25.08
$27.73
$0
Actual
Annual
Assessment
Rate (08-09)
$107.72
$105.93
$4.19
$133.88
$86.72
$45.17
$42.18
$22.95
$25.77
$8.32
Explanation of Difference Between Actual
Annual Assessment Rates Between Fiscal
.Tears ~ '
Reflects a small decrease in per improvement
maintenance costs
Reflects a small decrease in per improvement
maintenance costs
Reflects a small decrease in per improvement
maintenance costs
Reflects a small decrease in per improvement
maintenance costs
Reflects a small decrease in per improvement
maintenance costs
Reflects a small decrease in per improvement
maintenance costs
Reflects the HOA taking over median maintenance
on Poinsettia Lane
Reflects a small decrease in per improvement
maintenance costs
Reflects a small decrease in per improvement
maintenance costs
New zone annexed during the 2007-08 Fiscal Year
Page3
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 24, 2008.
FISCAL IMPACT:
The Fiscal Year 2008-09 Street Lighting and Landscaping District No. 2 total budget for the ten
zones is projected to be $385,289. 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.
EXHIBITS:
1. Resolution No. 2008-148 ordering the preparation of an Engineer's Report.
2. Engineer's Report.
3. Resolution No. 2008-149 approving the Engineer's Report.
4. Resolution No. 2008-150 , setting a public hearing for June 24, 2008.
Exhibit 1
1
RESOLUTION NO. 2008-148
2
A RESOLUTION OF THE CITY COUNCIL OF THE
3 CITY OF CARLSBAD, CALIFORNIA, INITIATING
PROCEEDINGS FOR THE ANNUAL LEVY OF
4 ASSESSMENTS AND ORDERING THE
5 PREPARATION OF AN ENGINEER'S REPORT FOR A
SPECIAL ASSESSMENT DISTRICT
6
7 WHEREAS, the City Council of the City of Carlsbad, California previously formed
8 a special assessment district pursuant to the terms of the Landscaping and Lighting Act
9 of 1972, (Division 15, Part 2 of the State Streets and Highways Code, commencing with
Section 22500), the special assessment district is known and designated as Street
11 Lighting and Landscaping District No. 2 (hereinafter referred to as the "Assessment
12
District"); and
13
WHEREAS, the Assessment District is an existing assessment district in which
14
assessments are not proposed to be increased as defined by Article XIIID of the
I O
16 California Constitution (Proposition 218) and the Proposition 218 Omnibus
17 Implementation Act, and is therefore exempt from the procedures and requirements
18 pursuant to California Constitution Article XIIID § 5 (a); and
19 WHEREAS, the City Council wishes to initiate proceedings to provide for the
20 annual levy of assessments for the next ensuing fiscal year to provide for the annual
21 costs for maintenance of improvements defined as existing street lighting, median
22
landscaping and street trees ("Improvements"), within the Assessment District.
23
NOW, THEREFORE, IT IS HEREBY RESOLVED AS FOLLOWS:
24
RECITALS25 -
SECTION 1 . That the above recitals are true and correct.
27
28
Exhibit 1
1 DECLARATION OF INTENTION
2 SECTION 2. That the public interest and convenience requires, and it is the
3 intention of this legislative body to levy and collect assessments to pay the annual costs
4 and expenses for the maintenance and/or servicing of the Improvements for the
5
Assessment District, with the Improvements generally described as follows:
6
The maintenance of certain street lighting improvements, street trees, and
7
median landscaping improvements, as set forth and described in the Engineer's Report8
n (the "Report") attached as Exhibit 2 and incorporated herein by this reference. They
10 proposed new improvements to be maintained and serviced caused generally by new
11 development within the Assessment District are described as follows:
12 The maintenance of certain additional street lighting improvements and additional
13 landscaping improvements, including replacement of street trees and median
14 landscaping improvements, all as set forth and described in the Report.
15 REPORT OF ENGINEER
16
SECTION 3. That the Improvements are hereby referred to Harris & Associates,
17
who is hereby directed to make and file the Report generally containing the following:
18
A. Plans and specifications describing the general nature, location and extent
I v?
20 of the Improvements within the Assessment District;
21 B. A diagram for the Assessment District, showing the area and properties
22 proposed to be assessed;
23 C. An estimate of the cost of the maintenance and/or servicing of the
Improvements for the Assessment District for the Fiscal Year 2008-09;
25
D. An assessment of the estimated costs of the maintenance and/or
26
servicing, assessing the net amount upon all assessable lots and/or parcels within the
27
Assessment District in proportion to the benefits received.
Exhibit 1
1 That upon completion of the Report, the original shall be filed with the City Clerk,
2 who shall then submit the same to the City Council for its immediate review and
consideration which is hereby ordered to be kept on file and open for public inspection
4 in the Office of the City Clerk.
5
FISCAL YEAR
6
SECTION 4. That the Report shall include all costs and expenses of said
7
maintenance and/or servicing relating to the fiscal year commencing July 1, 2008 and8
ending June 30, 2009.
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PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council
of the City of Carlsbad on the 20th day of May. 2008, by the following vote to wit:
AYES: Council Members Lewis, Kulchin, Hall, Packard and Nygaard.
NOES: None.
ABSENT: None.
UJDE A LEWIS, Mayor
ATTEST:
Exhibit 2
DRAFT
CITY OF CARLSBAD
STREET LIGHTING AND LANDSCAPING DISTRICT NO. 2
FINAL
ANNUAL ENGINEER'S REPORT
FISCAL YEAR 2008-09
Prepared by:
Date: April 30. 2008
Joan E. Cox, PE
Harris & Associates
RCE41965 Exp. 3/31/10
City of Carlsbad April 30,2008
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2008-09 Page 1
TABLE OF CONTENTS
Report 2
Part A - Plans and Specifications 3
Part B - Estimate of Cost 5
Part C - Method of Apportionment of Assessment 7
Part D - Assessment Roll 18
Part E - Assessment Diagram 18
H:\Financing Districts\LLD #2\2008-09\LLD2 08-09 Draft Rpt 4-30-08.doc
City of Carlsbad April 30, 2008
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2008-09 Page 2
FISCAL YEAR 2008-09
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.
H:\Financing DistrictsVLLD #2\2008-09\LLD2 08-09 Draft Rpt 4-30-08.doc |0
City of Carlsbad April 30, 2008
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2008-09 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.
H:\Financing DistrictsNLLD #2\2008-09\LLD2 08-09 Draft Rpt 4-30-08.doc
City of Carlsbad April 30, 2008
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2008-09 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, including Village 2.6, and funds the
operation and maintenance of street lighting, street trees, and medians.
Zone 9 - Encompasses the Oaks North Business Park Development and funds the operation and
maintenance of street lighting and street trees.
Zone 11 - Encompasses the Oaks North Residential Development and funds the operation and
maintenance of street lighting, street trees, and medians.
The plans and specifications for the Improvements, showing the general nature, location and the
extent of the Improvements, are on file in the office of the City Engineer and are by reference herein
made a part of this report.
H:\Financing DistrictsMLD #2\2008-09\LLD2 08-09 Draft Rpt 4-30-08.doc
I <7\
City of Carlsbad
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2008-09
April 30, 2008
PageS
PARTB
ESTIMATE OF COST
The estimated costs for the operation, maintenance and servicing of the Improvements, shown on the
following page, are the estimated costs of maintenance if the Improvements were fully maintained
for Fiscal Year 2008-09. 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.
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.
FY 2008-09 Budget
Assessed
Quantity
O&M
Unit
Cost
Repl.
Unit
Cost
Total
O&M/Repl.
Costs
Admin.
Costs
FY 08-09
Annual
Costs
Zone 1 (Calavera Hills II)
100W Light
* 200W Light
** Trees
*** Medians
Zone 2 (Kelly Ranch Core)
100W Light
* 200W Light
Medians
Zone 3 (The Oaks South)
** 100W Light
* 200W Light
** Trees
** Medians
Zone 4 (Thompson/Tabata)
100W Light
* 200W Light
** Trees
Medians
50 each
26 each
0 each
37,558 sf
54 each
6 each
38,250 sf
0 each
7 each
0 each
Osf
45 each
8 each
0 each
22,1 80 sf
$143.17
$187.17
$58.75
$0.35
$143.17
$187.17
$0.35
$143.17
$187.17
$58.75
$0.35
$143.17
$187.17
$58.75
$0.35
$149.44
$149.44
$0.44
$149.44
$149.44
$0.44
$149.44
$149.44
$0.44
$149.44
$149.44
$0.44
$14,630
$7,728
$0
$29,837
$15,801
$1,783
$30,386
$0
$2,081
$0
$0
$13,167
$2,378
$0
$17,620
$205
$108
$0
$418
$221
$25
$425
$0
$29
$0
$0
$184
$33
$0
$247
$14,835
$7,836
$0
$30,255
$52,926
$16,022
$1,808
$30,81 1
$48,641
$0
$2,110
$0
$0
$2,110
$13,351
$2,41 1
$0
$17,867
FY 08-09
Annual
Cost/EDU
$45.37 / EDU
$12.83/EDU
$0.00 / EDU
$49.52 / EDU
$35.73 / EDU
$3.83 / EDU
$66.37 / EDU
$0.00 / EDU
$4.1 9 /EDU
$0.00 / EDU
$0.00 / EDU
$53.1 5 /EDU
$9.60 / EDU
$0.00 / EDU
$71 .13 /EDU
$33,629
* These lights are on arterial roadways, therefore the Total O&M/Repl. costs have been multiplied by 88.3%
(This is to account for the 11.7% 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
'*** 100W or 200W lights are local to Non-Res properties in Zones 5 and 6 and costs are spread to those parcels only
H:\Financing DistrictsXLLD #2\2008-09\LLD2 08-09 Draft Rpt 4-30-08.doc
City of Carlsbad
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2008-09
April 30, 2008
Page6
FY 2008-09 Budget fcont'd)
Assessed
Quantity
Zone 5 (Palomar Forum/Carlsbad Raceway)
100W Light 7 each
**** 200W Light 12 each
* 200W Light 14 each
Medians 77,211 sf
Zone 6 (Bressi Ranch)
** 100W Light 0 each
**** 100W Light 25 each
**** 200W Light 24 each
* 200W Light 15 each
** Trees 0 each
Medians 81,510 sf
Zone 7 (La Costa Greens)
**100W Light 0 each
** Collector 100W Light 0 each
* 200W Light 21 each
** Local Trees 0 each
** Collector Trees 0 each
Medians 55,91 7 sf
Zone 8 (La Costa Ridge)
Collector 100W Light 0 each
* 200W Light 2 each
Collector Trees 0 each
Medians 8,579 sf
Zone 9 (Oaks North Business Park)
** 100W Light 0 each
Trees 455 each
Zone 11 (The Oaks North Residential)
** 100W Light 0 each
** Collector 100W Light 0 each
* 200W Light 12 each
** Trees 0 each
** Collector Trees 0 each
** Medians 0 sf
** Collector Medians 0 sf
O&M
Unit
Cost
$143.17
$187.17
$187.17
$0.35
$143.17
$143.17
$187.17
$187.17
$58.75
$0.35
$143.17
$143.17
$187.17
$58.75
$58.75
$0.35
$143.17
$187.17
$58.75
$0.35
$143.17
$58.75
$143.17
$143.17
$187.17
$58.75
$58.75
$0.35
$0.35
Repl.
Unit
Cost
$149.44
$149.44
$149.44
$0.44
$149.44
$149.44
$149.44
$149.44
$0.44
$149.44
$149.44
$149.44
$0.44
$149.44
$149.44
$0.44
$149.44
$149.44
$149.44
$149.44
$0.44
$0.44
Total
O&M/Repl.
Costs
$2,048
$4,039
$4,161
$61,338
$0
$7,315
$8,079
$4,458
$0
$64,753
$0
$0
$6,242
$0
$0
$44,421
$0
$594
$0
$6,815
$0
$26,730
$0
$0
$3,567
$0
$0
$0
$0
Admin.
Costs
$29
$57
$58
$859
$0
$102
$113
$62
$0
$907
$0
$0
$87
$0
$0
$622
$0
$8
$0
$95
$0
$374
$0
$0
$50
$0
$0
$0
$0
FY 08-09
Annual
Costs
$2,077
$4,096
$4,219
$62,197
$72,589
$0
$7,417
$8,192
$4,520
$0
$65,660
$85,789
$0
$0
$6,329
$0
$0
$45,043
$51 ,372
$0
$602
$0
$6,910
$7,512
$0
$27,104
$27,104
$0
$0
$3,617
$0
$0
$0
$0
FY 08-09
Annual
Cost/EDU
$6.65 / EDU
$7.92 / EDU
$5.09 / EDU
$74.98 / EDU
$0.00 / EDU
$7.96 / EDU
$8.79 / EDU
$2.91 / EDU
$0.00 / EDU
$42.26 / EDU
$0.00 / EDU
$0.00 / EDU
$5.20 / EDU
$0.00 / EDU
$0.00 / EDU
$36.98 / EDU
$0.00 ;/ EDU
$1.84 /EDU
$0.00 /EDU
$21.11 /EDU
$0.00 / EDU
$25.77 / EDU
$0.00 / EDU
$0.00 / EDU
$8.32 / EDU
$0.00 / EDU
$0.00 / EDU
$0.00 / EDU
$0.00 / EDU
$3,617
Subtotal Annual Costs: $379,971 $5,318 I $385,289 I
Administrative Costs
Annual Administration $5,000
County Levy Fee $320
Replacement Reserve $218,108
Fund Balance as of July 1 of Current FY ($218,108)
Subtotal Administrative Costs: $5,320
FY 08-09 Annual Assessment: $385,291
* These lights are on arterial roadways, therefore the Total O&M/Repl. costs have been multiplied by 88.3%
(This is to account for the 11.7% 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
**** 100W or 200W lights are local to Non-Res properties in Zones 5 and 6 and costs are spread to those parcels only
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City of Carlsbad April 30, 2008
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2008-09 Page 7
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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City of Carlsbad
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2008-09
April 30, 2008
PageS
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 2008-09 COST ESTIMATE COMPARISON OF ELECTRICAL
COSTS FOR THE VARIOUS STREET LIGHTS WITHIN THE CITY
Lamp Size
(Watte)
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
1,437
3,411
94
4,942
$4.01
$5.41
$7.20
$5,762.37
$18,453.51
$676.80
$69,148.44
$221,442.12
$8,121.60
$298,712.16 $60.44
High wattage (22,000 lumen) lights for arterial streets:
200
250
400
Subtotal-2
1,272
845
7
2,124
$9.05
$11.37
$17.05
$11,511.60
$9,607.65
$119.35
$138,139.20
$115,291.80
$1 ,432.20
$254,863.20 $119.99
Total 7,066 $553,575.36
Annual Amount Difference between Subtotal-1 & Subtotal-2 $59.55
General Benefit =
(Annual Amount Difference) x (No. of High Wattage Lights) $126,481.04
Total FY 2008-09 Est. Cost for all street lighting* $1,077,896
Estimated General Benefit Percentage 11.7%
* Based on preliminary budget estimates
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City of Carlsbad April 30, 2008
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2008-09 Page 9
Therefore, 11.7% of the Street Lighting Improvements on the City's arterial roadways are
considered general benefit, and only 88.3% of these Street Lighting Improvements will be
used to estimate the special benefit costs.
Streetlights on or associated with traffic signals located at arterial-to-arterial connectors are
considered to be 100% general benefit.
In addition to the above, streetlights fronting upon open space areas owned by governmental
agencies 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 ten 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
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City of Carlsbad April 30, 2008
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2008-09 Page 10
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 "Y"
also has a 1.00-acre of Non-Res use.
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 1.48-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.
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City of Carlsbad April 30, 2008
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2008-09 Page 11
Zone 3 - The Oaks South
The Oaks South development is located to the northeast of the intersection of Rancho Santa Fe
Road and Camino de 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 1.62 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 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% is apportioned to The Oaks North.
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.
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City of Carlsbad April 30, 2008
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2008-09 Page 12
Zone 5 - Palomar Forum / Carlsbad Raceway
Zone 5 includes two non-residential developments that are directly adjacent to each other,
Palomar Forum and Carlsbad Raceway.
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 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 161.89 acres of
Non-Res development that have 100 watt and 200 watt local lighting adjacent to them.
All of the development receives 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.
There is a 12.77 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
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City of Carlsbad April 30, 2008
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2008-09 Page 13
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.
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.
The entire development receives special benefit from the arterial street lighting on El Camino
Real, Alga Road, and Poinsettia Lane.
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 263 SFD units on private streets, with no public local street lights or street trees
directly adjacent to them. In Village 2.6, there are 53 SFD units and a 0.18 acre park on private
streets, with no public local street lights or street trees within this area. There are 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 collector street lighting directly adjacent to the development on El
Fuerte Street along the westerly side of the development and the public portion of Corintia Street
on the easterly side of the development.
Village 2.6 is the only portion of the Ridge development that benefits from the street trees on the
public portion of Corintia Street on the westerly side of Village 2.6.
It is anticipated that the HOA will maintain the local streetlights and the street trees within the
residential areas. The City and the owners of the land within the Ridge have an Agreement to
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City of Carlsbad April 30, 2008
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2008-09 Page 14
provide for the maintenance of such improvements by the HOA; therefore, annual assessments
will be levied within Zone 8 for the maintenance of the local street lights and street trees 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.
All of the development receives special benefit from the arterial street lighting and medians in
Alga Road and Rancho Santa Fe Road.
Zone 9 - Oaks North Business Park
The Oaks North Business Park is located north of Palomar Airport Road, abutting the City of
Vista on the north and east sides of the development. It is comprised of industrial and
commercial land uses that receive special benefit from the street lighting and street trees within
and directly adjacent to the development.
There is 129.8 acres of non-residential ("Non-Res") use parcels with public local street lights and
street trees within and directly adjacent to them. There is also 219.50 acres of open space.
The development is not adjacent to any arterial roads, and therefore does not receive special
benefit from arterial street lights or medians.
Zone 11 - Oaks North Residential
The Oaks North Residential Development is located south west of the intersection at Rancho
Santa Fe Rd and Questhaven Road, abutting the open space area that separates the Oaks North
development from the Oaks South development. It is comprised of residential and non-
residential 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 local streetlights and the street trees, and the
medians within the residential areas. The City and the owners of the land within the Oaks North
have an Agreement to provide for the maintenance of such improvements by the HOA; therefore,
annual assessments will be levied within Zone 11 for the maintenance of the local street lights
and street trees 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.
There are 283 SFD units and a 2.26 acre park on public streets, with local street lights and street
trees within and directly adjacent to them. There are a total of 168 APT units, a 7.76 RV Parking
lot, and 43 SFD units on private streets, with no public local street lights or street trees.
All of the development receives special benefit from the collector street lighting, street trees, and
medians on San Elijo Road and Avenida Soledad
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 Oaks North development. This median
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City of Carlsbad April 30, 2008
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2008-09 . Page 15
provides an aesthetic link between the two developments and therefore 50% of the costs of the
medians within the open space area to the south of The Oaks North is apportioned to The Oaks
North, and 50% is apportioned to The Oaks South.
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.
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City of Carlsbad
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2008-09
April 30, 2008
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 2008-09 budget rates and the calculated maximum assessment rates for FY 2008-09. The
FY 2008-09 assessment rate will be the lesser of the budget rate and the maximum rate.
Estimated FY 2008-09 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 .05
Zone 2 - Kelly Ranch Core
SFD 147
APT 451
Non-Res 2.61
Non-Res (NLL) 2.63
Non-Res (NLL) utility 1.48
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 232
SFA 24
Zone 5 - Palomar Forum/Carlsbad Racew
Paik 1.71
Non-Res-100W 51.63
Non-Res-200W 86.2
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
232.0
19.2
251.2
ay
2.6
309.8
517.2
829.5
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
6.3
611.0
147.0
270.6
15.7
15.8
8.9
0.7
6.0
8.5
473.2
494.0
9.7
503.7
232.0
192
251.2
2.6
309.8
517.2
829.5
Tree
EDU
84.0
14.0
114.0
115.0
327.0
494.0
9.7
503.7
232.0
232.0
Collector
Tree
EDU
Median
EDU
93.6
12.0
84.0
14.0
108.0
114.0
0.5
115.0
63.6
6.3
611.0
147.0
270.6
15.7
15.8
0.7
6.0
8.5
464.3
494.0
9.7
503.7
232.0
19.2
251.2
2.6
309.8
517.2
829.5
Co lector
Median
EDU
FY 08-09
Budget
Rate
(VEDU)
$62.35
$62.35
$107.72
$107.72
$62.35
$107.72
$62.35
$107.72
$62.35
$62.35
$105.93
$105.93
$105.93
$70.20
$3.83
$105.93
$105.93
$105.93
$4.19
$4.19
$133.88
$133.88
$86.72
$86.72
$87.99
FY 08-09
Asmt
Rate*
(WEDU)
$62.35
$62.35
$107.72
$107.72
$62.35
$107.72
$62.35
$107.72
$62.35
$62.35
$105.93
$105.93
$105.93
$69.04
$3.83
$105.93
$105.93
$105.93
$4.19
$4.19
$133.88
$117.07
$86.72
$86.72
$87.99
FY 07-08
Maximum
Rates
(S/EDU)
$62.80
$62.80
$181.51
$181.51
$62.80
$181.51
$62.80
$181.51
$62.80
$62.80
$110.05
$110.05
$110.05
$67.49
$4.90
$110.05
$110.05
$110.05
$385.41
$385.41
$203.20
$1.14.44
$150.49
$150.49
$90.42
CPI
Ad|.
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
FY 08-09
Maximum
Rates
(VEDU)
$64.24
$64.24
$185.68
$185.68
$64.24
$185.68
$64.24
$185.68
$64.24
$64.24
$112.58
$112.58
$112.58
$69.04
$5.01
$1 12.58
$1 12.58
$1 12.58
$394.27
$394.27
$207.87
$1 17.07
$153.95
$153.95
$92.50
NC = No Collector Lights/Trees NLL = No Local Lights NLT = No Local Trees DU = Dwelling Unit NAP = Not a Part
* The FY 2008-09 Assessment Rate will be the lesser of the Budget Rate and the Maximum Rate
H:\Financing Districts\LLD #2\2008-09\LLD2 08-09 Draft Rpt 4-30-08.doc
City of Carlsbad
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2008-09
April 30, 2008
Page 17
Estimated FY 2008-09 Assessment Allocation and Rates (cont'd)
)evelopment DU Acres
Zone 6 - Bressi Ranch
Non-Res 155.38
Park 12.38
SFD 498
SFA 100
SF Estates 25
Zone 7 - The Greens
Non-Res-NLL 14.96
Non-Res 12.77
Park 5.88
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
PARK 0.18
SFD 53
SFD-NCT 262
Non-Res (NAP) 2.0
Zone 9 - Oaks North Business Park
Non-Res 175.3
Zone 11 - Oaks North Residential
SFD 283
SFD (NLL) 43
APT 168
Park 2.26
Non-Res (NLL) 0.76
Local
Light
EDU
932.3
18.6
498.0
80.0
1528.9
76.6
8.8
2.6
68.8
484.0
107.0
108.0
3.9
859.7
1,051.9
1,051.9
283.0
3.39
286.4
Collector
Local
Light
EDU
8.8
48.2
484.0
64.0
605.0
0.3
53.0
262.0
12.0
3273
283.0
43.0
100.8
3.39
4.56
434.8
Arterial
Light
EDU
932.3
18.6
498.0
80.0
25.0
1553.9
89.8
76.6
8.8
2.6
482
68.8
352
484.0
107.0
64.0
108.0
3.9
121.2
1218.1
0.3
53.0
262.0
12.0
327.3
283.0
43.0
100.8
3.39
4.56
434.8
Local
Tree
EDU
18.6
498.0
516.6
89.8
76.6
8.8
2.6
68.8
35.2
484.0
107.0
108.0
3.9
984.7
1,051.9
1,051.9
283.0
3.39
286.4
Collector
Tree
EDU
8.8
48.2
484.0
64.0
605.0
0.3
53.0
53.3
283.0
43.0
100.8
3.39
4.56
434.8
Median
EDU
932.3
18.6
498.0
80.0
25.0
1553.9
89.8
76.6
8.8
2.6
48.2
68.8
35.2
484.0
107.0
64.0
108.0
3.9
121.2
1218.1
0.3
53.0
262.0
12.0
327.3
283.0
43.0
100.8
3.39
4.56
434.8
Collector
Median
EDU
283.0
43.0
100.8
3.39
4.56
434.8
FY 08-09
Budget
Rate
(J/EDU)
$61.92
$45.17
$45.17
$45.17
$45.17
$42.18
$42.18
$42.18
$42.18
$42.18
$42.18
$42.18
$42.18
$42.18
$42.18
$42.18
$42.18
$42.18
$22.95
$22.95
$22.95
$22.95
$25.77
$8.32
$8.32
$8.32
$8.32
$8.32
FY 08-09
Asrrrt
Rate*
(S/EDU)
$61.92
$45.17
$45.17
$45.17
$45.17
$42.18
$42.18
$42.18
$42.18
$42.18
$42.18
$42.18
$42.18
$42.18
$42.18
$42.18
$42.18
$42.18
$22.95
$22.95
$22.95
$22.95
$25.77
$8.32
$8.32
$8.32
$8.32
$8.32
FY 07-08
Max. Rates
(S/EDU)
$66.70
$199.86
$199.86
$130.74
$51.66
$235.38
$291.08
$358.89
$291.08
$179.08
$291.08
$235.38
$358.89
$291.08
$179.08
$291.08
$291.08
$111.25
$63.31
$63.31
$34.57
$34.57
$48.17
$306.28
$165.81
$165.81
$306.28
$165.81
CPI
Ad].
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
2.3%
FY 08-09
Max. Rates
(S/EDU)
$68.23
$204.46
$204.46
$133.75
$52.85
$240.79
$297.77
$367.14
$297.77
$183.20
$297.77
$240.79
$367.14
$297.77
$183.20
$297.77
$297.77
$113.81
$64.77
$64.77
$35.37
$35.37
$49.28
$313.32
$169.62
$169.62
$313.32
$169.62
NC - No Collector Lights/Trees NLL = No Local Lights NLT = No Local Trees DU = Dweling Unit
* The FY 2008-09 Assessment Rate will be the lesser of the Budget Rate and the Maximum Rate
NAP = Not a Part
The maximum annual maintenance assessment will be increased for cost of living each year
according to the change in Consumer Price Index (CPI) for the San Diego County area. (Any other
increases or changes to the methodology of the Assessment must be submitted for property owner
approval.)
H:\Financing Districts\LLD #2\2008-09\LLD2 08-09 Draft Rpt 4-30-08.doc
City of Carlsbad April 30, 2008
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2008-09 Page 18
PART D
ASSESSMENT ROLL
The Assessment Roll is a listing of the proposed maximum assessment for Fiscal Year 2008-09
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.
PART E
ASSESSMENT DIAGRAM
An Assessment Diagram for the Maintenance District is provided on the following page.
The lines and dimensions of each lot or parcel within the Maintenance District are those lines and
dimensions shown on the maps of the Assessor of the County of San Diego, for the year when this
Report was prepared, and are incorporated by reference herein and made part of this Report.
H:\Financing DistrictsNLLD #2\2008-09\LLD2 08-09 Draft Rpt 4-30-08.doc
Exhibit 3
1
RESOLUTION NO. 2008-149
2
A RESOLUTION OF THE CITY COUNCIL OF THE
3 CITY OF CARLSBAD, CALIFORNIA, APPROVING
THE PRELIMINARY ENGINEER'S REPORT FOR THE
4 PROCEEDINGS FOR THE ANNUAL LEVY OF
5 ASSESSMENTS WITHIN A SPECIAL ASSESSMENT
DISTRICT
6
WHEREAS, the City Council of the City of Carlsbad, California, pursuant to the
8 terms of the Landscaping and Lighting Act of 1972, (Division 15, Part 2 of the State
g Streets and Highways Code, commencing with Section 22500), did by previous
10 resolution initiate proceedings and ordered the preparation of an Engineer's Report (the
11 "Report") for the annual levy of assessments within a special assessment district, said
12 special assessment district known and designated as Street Lighting and Landscaping
13 District No. 2 (hereinafter referred to as the "Assessment District"); and
14
WHEREAS, there has now been presented to this City Council the Report as
15
required by said Division 15 of the Streets and Highways Code and as previously
16
directed by resolution; and17
18 WHEREAS, this City Council has now carefully examined and reviewed the
19 Report as presented, and is satisfied with each and all of the items and documents as
20 set forth therein, and is satisfied that the assessments, on a preliminary basis, have
21 been distributed in accordance with the benefits received from the improvements to be
22 maintained, as set forth in the Report.
23 NOW, THEREFORE, IT IS HEREBY RESOLVED AS FOLLOWS:
24
SECTION 1. That the above recitals are all true and correct.
25
SECTION 2. That the Report as presented consists of the following:
26
A. Plans and specifications describing the general nature, location and extent27
of the improvements to be maintained.Zo
Exhibit 3
1 B. Estimate of cost, including the amount of the annual installment for the
2 forthcoming fiscal year.
3 C. Diagram of the Assessment District.
4 D. Assessment of the estimated cost.
5
The Report, as presented, is hereby approved on a preliminary basis, and is
6
ordered to be filed in the Office of the City Clerk as a permanent record and to remain
7
open to public inspection.8
n SECTION 3. That the City Clerk shall certify to the passage and adoption of thisy
10 Resolution, and the minutes of this meeting shall so reflect the presentation of the
11 Report.
12
13 „
14 //
15 //
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18 „
19 „
20 „
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23 //
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28
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2
3
4
5
6
7
8
9
10
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14
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27
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PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council
of the City of Carlsbad on the 20th day of May. 2008, by the following vote to wit:
AYES: Council Members Lewis, Kulchin, Hall, Packard and Nygaard.
NOES: None.
ABSENT: None.
)E A LEWIS, Mayor
ATTEST:
LORRAINE M. WOOD, City Cjerk,,,
(SEAL)
Exhibit 4
1 RESOLUTION NO. 2008-150
2 A RESOLUTION OF THE CITY COUNCIL OF THE
CITY OF CARLSBAD, CALIFORNIA, DECLARING ITS
3 INTENTION TO PROVIDE FOR AN ANNUAL LEVY
AND COLLECTION OF ASSESSMENTS IN A
SPECIAL ASSESSMENT DISTRICT, AND SETTING A
5 TIME AND PLACE FOR A PUBLIC HEARING
THEREON
6
7 WHEREAS, the City Council of the City of Carlsbad, California, has previously
8 formed a special assessment district pursuant to the terms of the Landscaping and
9 Lighting Act of 1972, (Division 15, Part 2 of the State Streets and Highways Code,
commencing with Section 22500), said special assessment district known and
11
designated as Street Lighting and Landscaping District No. 2 (hereinafter referred to as
12
the "Assessment District"); and
13
WHEREAS, the Assessment District is an existing assessment district in which
15 assessments are not proposed to be increased as defined by Article XIIID of the
15 California Constitution (Proposition 218) and the Proposition 218 Omnibus
17 Implementation Act, and is exempt from the procedures and requirements of all
18 assessments under California Constitution Article XIIID § 5 (a); and
19 WHEREAS, the City Council wishes levy assessments for the next ensuing fiscal
20 year to provide for the costs and expenses necessary to pay for the maintenance of the
21 improvements within the Assessment District; and
22
WHEREAS, there has been presented and approved by this City Council the
23
Engineer's Report (the "Report"), as required by law, and this City Council is desirous of24
continuing with the proceedings for said annual levy; and
26
27
28
Exhibit 4
1 WHEREAS, the improvements to be maintained shall consist of all originally
2 designated and authorized improvements, as well as certain new and additional
3 improvements.
4 NOW, THEREFORE, BE IT RESOLVED AS FOLLOWS:
5
RECITALS
6
SECTION 1. That the above recitals are all true and correct.
7
SECTION 2. That the public interest and convenience requires, and it is the8
g intention of the City Council to levy and collect assessments to pay the annual costs and
10 expenses for the maintenance and/or servicing of the improvements for the Assessment
11 District, the improvements generally described as follows:
12 The maintenance of certain street lighting improvements, street trees, and
13 median landscaping improvements, as set forth and described in the Report.
14 The proposed new improvements to be maintained and serviced caused
15 generally by new development are described as follows:
16
The maintenance of certain additional street lighting improvements and additional
17
landscaping improvements, including replacement of street trees and median
18
landscaping improvements, all as set forth and described in the Report, which is herebyi y
2Q ordered to be kept on file and open for public inspection in the Office of the City Clerk.
21 BOUNDARIES OF ASSESSMENT DISTRICT
22 SECTION 3. That said improvements are of direct benefit to the properties within
23 the boundaries of the Assessment District, which Assessment District the legislative
body previously declared to be the area benefited by the improvement, and for
25
particulars, reference is made to the boundary map as previously approved by the City
26
Council, a copy of which is on file in the office of the City Clerk and open for public
27
inspection, and is designated by the name of this Assessment District.
Exhibit 4
1 REPORT OF ENGINEER
2 SECTION 4.
3 A. That the Report, as preliminarily approved by this legislative body, is on file
4 with the City Clerk and open for public inspection. Reference is made to the Report for a
5
full and detailed description of the improvements to be maintained, the boundaries of the
6
Assessment District and any zones therein, and the proposed assessments upon
7
assessable lots and parcels of land within the Assessment District.
g B. The Assessment District is an existing assessment district in which
10 assessments are not proposed to be increased as defined by Article XIIID of the
11 California Constitution (Proposition 218) and the Proposition 218 Omnibus
12 Implementation Act.
13 PUBLIC HEARING
14 SECTIONS. Notice is hereby given that a public hearing is scheduled in the
15 regular meeting place of the City Council, being the Council Chambers, City Hall, on the
16
following date and time:
17
Tuesday, June 24, 2008, at 6:00 p.m.
18
At that time this legislative body will hear protests or objections in reference to thei y
20 annual levy of assessments and to any other matters contained in this resolution. Any
21 persons who wish to object to the proceedings or the annual levy should file a written
22 protest with the City Clerk prior to the time set for the public hearing. If there is a majority
23 protest against the levy of an annual assessment that is increased from the previous
24 year, the proposed increase in the assessments shall be abandoned. A majority protest
25
exists if, upon the conclusion of the hearing, written protests filed and not withdrawn,
26
represent property owners owning more than 50% of the assessable area of land within
27
the District.
33
Exhibit 4
1 NOTICE
2 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
4 of general circulation within the City of Carlsbad, said publication to be completed not
5
less than ten (10) days prior to the date set for the public hearing.
6
PROCEEDINGS INQUIRIES/PROTESTS
7
SECTION 7. For any and all information relating to these proceedings, including8
Q information relating to protest procedure, your attention is directed to the persony
10 designated below:
11 JOAN E. COX
ASSESSMENT ENGINEER
12 HARRIS & ASSOCIATES
TELEPHONE: (800) 827-4901 EXT. 337
13
14 Owners of property within the Assessment District may mail written protests to
15 the following address:
16
17
CITY CLERK
18 CITY OF CARLSBAD
1200 CARLSBAD VILLAGE DRIVE
19 CARLSBAD, CA 92008
20 "
21 "
22 "
23 //
24 //
25 //
26 //
27 //
28
1
2
3
4
5
6
7
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PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council
of the City of Carlsbad on the 20th day of May. 2008, by the following vote to wit:
AYES: Council Members Lewis, Kulchin, Hall, Packard and Nygaard.
NOES: None.
ABSENT: None.
OJDEA LEWIS, Mayor
ATTEST:
7^1 r—n_Ar-V\/*-^''^-jV_. t *~ *C * Vi/.. S*-*Vj I I
tORfeAINE'M. WOOD, City Clerk^
(SEAL)