HomeMy WebLinkAbout2014-05-20; City Council; 21594; Street Lighting and Landscaping District 2 Initiating Proceedings for 2014-15CITY OF CARLSBAD - AGENDA BILL
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5/20/14
FIN
STREET LIGHTING AND
LANDSCAPING
DISTRICT NO. 2: INITIATING
PROCEEDINGS FOR
FISCAL YEAR 2014-15
DEPT. DIRECTOR CMAI
CITY ATTORNEY^^^
CITY MANAGER
RECOMMENDED ACTION:
Adopt Resolution No. 2014-087 initiating proceedings and ordering the preparation of
an Engineer's Report for a Special Maintenance District.
Adopt Resolution No. 2014-088 approving the Preliminary Engineer's Report.
Adopt Resolution No. 2014-089 setting a public hearing for June 24, 2014.
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 2014-
15 in compliance with the procedures ofthe 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 thirteen zones in District
No. 2, including Calavera Hills II, Kelly Ranch, the Oaks South, Thompsonn"abata, Palomar
Forum, Bressi Ranch, La Costa Greens, La Costa Ridge, the Oaks North Industrial, Robertson
Ranch (East Village), the Oaks North Residential, La Costa Town Square and Fair Oaks Valley
developments.
Fiscal Year 2014-15 Assessment District Processing:
In each ofthe thirteen 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, ten zones have a portion of their improvements maintained by
DEPARTMENT CONTACT: Roxanne Muhlmeister 760-602-2417
roxanne.muhlmeister(S)carlsbadca.qov
FOR CITY CLERKS USE ONLY.
•
COUNCIL ACTION: APPROVED
•
CONTINUED TO DATE SPECIFIC •
DENIED • CONTINUED TO DATE UNKNOWN •
CONTINUED • RETURNED TO STAFF •
WITHDRAWN • OTHER-SEE MINUTES •
AMENDED •
Page 2
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 (CPl) on an annual basis. The change in the San Diego
County CPl from January 2014 to January 2015 was 1.7% and is reflected in the maximum
assessment rates for 2014-15.
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 ofthe 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 2014-15 in each zone, since some of these
lights have either recently been energized or will not be energized until Fiscal Year 2014-15.
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 below, the actual assessment rates for a single-family residential parcel per
year range from a low of $3.90 per parcel to a high of $154.79 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
Maximum
Annual
Assessment
Rate
Actual
Annual
Assessment
Rate (13-14)
Actual
Annual
Assessment
Rate (14-15)
Explanation of Difference Between Actual
Annual Assessment Rates Between Fiscal
Years
Calavera Hills II $206.82 $105.08 $107.45
Overall increase due to higher median
maintenance costs which are partly offset by lower
lighting energy costs.
Kelly Ranch $125.39 $103.88 $107.65
Overall increase due to higher median
maintenance costs which are partly offset by lower
lighting energy costs.
The Oaks South $439.14 $3.98 $3.90 Overall decrease due to lower lighting energy
costs.
Thompson/
Tabata $231.53 $130.41 $134.13
Overall increase due to higher median
maintenance costs which are partly offset by lower
lighting energy costs.
Palomar
Forum/Carlsbad
Raceway
$171.48 $85.41 $90.11
Overall increase due to higher median
maintenance costs which are partly offset by lower
lighting energy costs.
Bressi Ranch $227.74 $45.52 $48.22
Overall increase due to higher median
maintenance costs which are partly offset by lower
lighting energy costs.
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Page 3
ASSESSMENT SUMMARY FOR THE AVERAGE
ANNUAL SINGLE-FAMILY PARCEL
(CONTINUED)
Development
Maximum
Annual
Assessment
Rate
Actual
Annual
Assessment
Rate (13-14)
Actual
Annual
Assessment
Rate (14-15)
Explanation of Difference Between Actual
Annual Assessment Rates Between Fiscal
La Costa Greens $408.92 $41.72 $44.04
Overall increase due to higher median maintenance
costs which are partly offset by lower lighting energy
costs.
La Costa Ridge $39.39 $23.34 $24.72
Overall increase due to higher median maintenance
costs which are partly offset by lower lighting energy
costs.
Oaks North
Industrial $54.90 $53.98 $50.25 Overall decrease due to lower tree maintenance
costs.
Robertson Ranch
(East Village) $250.07 $149.06 $154.79
Overall increase due to higher median maintenance
costs which are partly offset by lower lighting energy
costs.
Oaks North
Residential $348.98 $7.38 $7.25 Overall decrease due to lower lighting energy costs.
La Costa Town
Square $424.06 $143.14 $147.56
Overall increase due to higher median maintenance
costs which are partly offset by lower lighting energy
costs.
Fair Oaks Valley $450.61 N/A $0.00 New development zone-added FY 2013-14, homes
are in construction period.
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, 2014.
FISCAL IMPACT:
The Fiscal Year 2014-15 Street Lighting and Landscaping District No. 2 total assessments forthe
thirteen zones are projected to be $535,985. Interest earned on cash reserves in the District No.
2 Fund will contribute $19,500 to the fund. 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. Ofthe total projected Fiscal Year 2014-15 assessments, $252,630 will be spent
on maintenance operations and $283,355 will be set aside for future replacement of
improvements.
ENVIRONMENTAL IMPACT:
The project is categorically exempt from review under the California Environmental Quality Act
(CEQA), pursuant to state CEQA Guidelines Section 15301 (c) regarding the operation and
maintenance of existing facilities.
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EXHIBITS:
1. Resolution No. 2014-087 ordering the preparation of an Engineer's Report.
2. Engineer's Report.
3. Resolution No. 2014-088 approving the Engineer's Report.
4. Resolution No. 2014-089 setting a public hearing for June 24, 2014.
Exhibit 1
RESOLUTION NO. 2014-087
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF CARLSBAD, CALIFORNIA, INITIATING
PROCEEDINGS FOR THE ANNUAL LEVY OF
ASSESSMENTS AND ORDERING THE
PREPARATION OF AN ENGINEER'S REPORT FOR A
SPECIAL ASSESSMENT DISTRICT
WHEREAS, the City Council ofthe City of Carlsbad, California previously formed
a special assessment district pursuant to the terms of the Landscaping and Lighting Act
of 1972, (Division 15, Part 2 ofthe State Streets and Highways Code, commencing with
Section 22500), the special assessment district is known and designated as Street
Lighting and Landscaping District No. 2 (hereinafter referred to as the "Assessment
District"); and
WHEREAS, the Assessment District is an existing assessment district in which
assessments are not proposed to be increased as defined by Article XIIID ofthe California
Constitution (Proposition 218) and the Proposition 218 Omnibus Implementation Act, and
is therefore exempt from the procedures and requirements pursuant to California
Constitution Article XIIID § 5 (a); and
WHEREAS, the City Council wishes to initiate proceedings to provide for the
annual levy of assessments for the next ensuing fiscal year to provide for the annual costs
for maintenance of improvements defined as existing street lighting, median landscaping
and street trees ("Improvements"), within the Assessment District.
NOW, THEREFORE, IT IS HEREBY RESOLVED AS FOLLOWS:
RECITALS
SECTION 1. That the above recitals are true and correct.
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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
and expenses for the maintenance and/or servicing of the Improvements for the
Assessment District, with the Improvements generally described as follows:
The maintenance of certain street lighting improvements, street trees, and median
landscaping improvements, as set forth and described in the Engineer's Report (the
"Report") attached as Exhibit 2 and incorporated herein by this reference. The proposed
new improvements to be maintained and serviced caused generally by new development
11 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
landscaping improvements, all as set forth and described in the Report.
REPORT OF ENGINEER
SECTION 3. That the Improvements are hereby referred to Harris & Associates,
who is hereby directed to make and file the Report generally containing the following:
A. Plans and specifications describing the general nature, location and extent
of the Improvements within the Assessment District;
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 2014-15;
D. An assessment of the estimated costs of the maintenance and/or servicing,
assessing the net amount upon all assessable lots and/or parcels within the Assessment
District in proportion to the benefits received.
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Exhibit 1
That upon completion of the Report, the original shall be filed with the City Clerk,
) shall then submit the same to the City Council for its immediate review and
consideration which is hereby ordered to be kept on file and open for public inspection in
the Office of the City Clerk.
FISCAL YEAR
SECTION 4. That the Report shall include all costs and expenses of said
maintenance and/or servicing relating to the fiscal year commencing July 1, 2014 and
ending June 30, 2015.
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PASSED, APPROVED AND ADOPTED at a Regular Meeting ofthe City Council ofthe City
of Carlsbad on the 20th day of May 2014, by the following vote to wit:
AYES:
NOES:
Council Members Hall, Packard, Wood, Schumacher, Blackburn.
None.
ABSENT: None.
ATTEST:
BARBARA ENGLESON^ty Clerk
Exhibit 2
DRAFT
CITY OF CARLSBAD
STREET LIGHTING AND LANDSCAPING DISTRICT NO. 2
FINAL
ANNUAL ENGINEER'S REPORT
FISCAL YEAR 2014-15
Prepared by:
Mav 6. 2014
K. Dennis Kllngelhofer, PE Date
Harris & Associates
RCE 50255 Exp. 6/30/15
City of Carlsbad May 6, 2014
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2014-15 Pagel
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 22
Part E - Assessment Diagram 22
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\0
City of Carlsbad May 6, 2014
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2014-15 Pagel
FISCAL YEAR 2014-15
ENGINEER'S REPORT PREPARED PURSUANT
TO THE PROVISIONS OF THE
LANDSCAPING AND UGHTING ACT OF 1972
SECTION 22500 THROUGH 22679
OF THE CAUFORNIA STREETS AND HIGHWAYS CODE,
ARTICLE XIIID GF THE CAUFORNIA 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 ofthe Califomia 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 Califomia, in connection with the proceedings for:
STREET LIGHTING AND LANDSCAPING DISTRICT NO. 2
hereinafter referred to as the "Maintenance District" or "District", I, K. Dennis Kllngelhofer, 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 ofthe Maintenance District Boundaries showing the exterior boundaries ofthe
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.
Q:\CarlsbadV\nnual Admin\FY 14-15\LLMD2\report\LLD2 14-15 Final Rpt - DRAFT.docx
City of Carlsbad May 6, 2014
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2014-15 Page 3
PART A
PLANS AND SPECIFICATIONS
The improvements, which have been constmcted or which may be subsequently constmcted 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, shmbbery, trees, irrigation systems, hardscapes and fixtures in
public street and sidewalk rights-of-way, including medians, parkways and other easements
dedicated to the City ofCarlsbad 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 ofCarlsbad within the boundaries of the Maintenance District.
The public lighting system shall be maintained to provide adequate illumination. Electricity for
streetlights shall be fiimished 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 Califomia Public
Utilities Commission.
DESCRIPTION OF MAINTENANCE AND SERVICES
Maintenance means the fumishing 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, refurbishment, removal or replacement of all or
part of any ofthe 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, mbbish, debris and other solid waste; and the cleaning, sandblasting, and
painting of walls and other improvements to remove or cover graffiti.
Servicing means the fumishing of water and electrical current or energy for the irrigation of the
Landscaping Improvements and the maintenance of any Street Lighting Improvements or
appurtenant facilities and the fumishing 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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12^
City of Carlsbad
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2014-15
May 6, 2014
Page 4
The Street Lighting Improvements shall be maintained to provide adequate illumination. Electricity
for streetlights shall be fumished by SDG&E, and it shall be adequate for the intended purpose.
Rates for power shall be those authorized by the Califomia 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 Fomm 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 fiinds 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 10 - Encompasses the east village of the Robertson Ranch Development and funds the
operation and maintenance of street lighting, street trees, and medians.
Zone 11 - Encompasses the Oaks North Residential Development and funds the operation and
maintenance of street lighting, street trees, and medians.
Zone 12 - Encompasses the La Costa Town Square Development and funds the operation and
maintenance of street lighting, street trees, and medians.
Zone 13 - Encompasses the Fair Oaks Valley Development and funds the operation and
maintenance of street lighting and street trees.
The plans and specifications for the Improvements, showing the general nature, location and the
extent ofthe Improvements, are on file in the office of the City Engineer and are by reference herein
made a part of this report.
Q:\Carlsbad\Annual Admin\FY 14-15\LLMD2\report\LLD2 14-15 Final Rpt - DRAFT.docx
City of Carlsbad
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2014-15
May 6, 2014
Page 5
PARTB
ESTIMATE OF COST
The estimated costs for the operation, maintenance and servicing of the Improvements, shovm on the
following page, are the estimated costs of maintenance if the Improvements were fully maintained
for Fiscal Year 2014-15. 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 ofthe
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 2014-15 Budget
Assessed
Quantity
O&M
Unit
Cost
Repl.
Unit
Cost
Total
O&M/Repl.
Costs
Admin.
Costs
FY 14-15
Annual
Costs
FY 14-15
Annual
Cost/EDU
Zone 1 (Calavera Hills II)
40W Light 50 each $113.00 $166.45 $13,972 $171 $14,143 $43.26 / EDU
* 100W Light
** Trees
*** Medians
26 each
0 each
37,558 sf
$129.37
$89.88
$0.35
$147.61
$0.49
$7,201
$0
$31,536
$88
$0
$386
$7,289
$0
$31,922
$11.94 / EDU
$0.00 / EDU
$52.25 / EDU
zone 2 (Kelly Ranch Core)
40W Light 54 each $113.00 $166.45 $15,090 $185
$53,354
$15,275 $34.06 / EDU
* 100W Light
Medians
6 each
38,250 sf
$129.37
$0.35
$147.61
$0.49
$1,662
$32,117
$20
$393
$1,682
$32,510
$3.56 / EDU
$70.03 / EDU
Zone 3 (The Oaks South)
** 100W Light
* 100W Light
0 each
7 each
$145.88
$129.37
$166.45
$147.61
$0
$1,939
$0
$24
$49,467
$0
$1,963
$0.00 / EDU
$3.90 / EDU
** Trees
** Medians
0 each
0 sf
$89.88
$0.35 $0.49
$0
$0
$0
$0
$0
$0
$0.00 / EDU
$0.00 / EDU
Zone 4 (Thompson/Tabata)
40W Light 45 each $113.00 $166.45 $12,575 $154
$1,963
$12,729 $50.48 / EDU
* 100W Light 8 each $129.37 $147.61 $2,216 $27 $2,243 $8.90 / EDU
** Trees 0 each $89.88 $0 $0 $0 $0.00 / EDU
Medians 22,180 sf $0.35 $0.49 $18,623 $228 $18,851 $74.75 / EDU
$33,823
* These lights are on arterial roadways, therefore the O&M and Repl. costs have been multiplied by 88.7%
(This Is to account forthe 11.3% General Benefit fbr Arterial Roadways)
** These budgets are $0 due to HOA maintenance and serwcing, these lights were not part ofthe Lighting Retrofit project
** Portion of total median area attributable only to Calavera Hills II
** 40W or 100W lights are local to Non-Res properties in Zones 5 and 6 and costs are spread to those parcels only
Q:\CarlsbadV\nnual AdminVFY 14-15\LLMD2\report\LLD2 14-15 Final Rpt - DRAFT.docx
City of Carlsbad
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2014-15
May 6, 2014
Page 6
FY 2014-15 Budget (cont'd)
Assessed
Quantity
O&M
Unit
Cost
Repl.
Unit
Cost
Total
O&M/Repi.
Costs
Admin.
Costs
FY 14-15
Annual
Costs
FY 14-15
Annual
Cost / EDU
Zone 5 (Palomar Forum/Carlsbad Raceway)
40W Light 15 each $113.00 $166.45 $4,192 $51 $4,243 $6.27 / EDU
*"* 100W Light 4 each $145.88 $166.45 $1,249 $15 $1,264 $8.27 / EDU
* 100W Light 14 each $129.37 $147.61 $3,878 $48 $3,926 $4.74 / EDU
Medians 77,211 sf $0.35 $0.49 $64,830 $794 $65,624 $79.10/EDU
Zone 6 (Bressi Ranch) $75,057
** 100W Light 0 each $145.88 $166.45 $0 $0 $0 $0.00 / EDU
**** 40W Light 25 each $113.00 $166.45 $6,986 $86 $7,072 $7.84 / EDU
**** 100W Light 24 each $145.88 $166.45 $7,496 $92 $7,588 $8.41 / EDU
* 100W Light 15 each $129.37 $147.61 K155 $51 $4,206 $2.76 / EDU
** Trees 0 each $89.88 $0 $0 $0 $0.00 / EDU
Medians 81,510 sf $0.35 $0.49 $68,440 $838 $69,278 $45.46 / EDU
Zone 7 (La Costa Greens)
$88,144
** 100W Light 0 each $145.88 $166.45 $0 $0 $0 $0.00 / EDU
** Collector 100W Light 0 each $145.88 $166.45 $0 $0 $0 $0.00 / EDU
* 10OW Light 21 each $129.37 $147.61 $5,816 $71 $5,887 $4.86 / EDU
** Local Trees 0 each $89.88 $0 $0 $0 $0.00 / EDU
** Collector Trees 0 each $89.88 $0 $0 $0 $0.00 / EDU
Medians 55,917 sf $0.35 $0.49 $46,951 $575 $47,526 $39.18 / EDU
Zone 8 (La Costa Ridge)
$53,413
Collector 100W Light 0 each $145.88 $166.45 $0 $0 $0 $0.00 / EDU
* 100W Light 2 each $129.37 $147.61 $554 $7 $561 $1.77 / EDU
Collector Trees 0 each $89.88 $0 $0 $0 $0.00 / EDU
Medians 8,579 sf $0.35 $0.49 $7,203 $88 $7,291 $22.95 / EDU
Zone 9 (Oai<s North Business Parit)
$7,852
40W Light 18 each $113.00 $166.45 $5,030 $62 $5,092 $4.93 / EDU
100W Light 17 each $145.88 $166.45 $5,310 $65 $5,375 $5.21 / EDU
Trees 455 each $89.88 $40,897 $501 $41,398 $40.11 / EDU
Zone 10 (Robertson Ranch)
$51,865
40W Light 66 each $113.00 $166.45 $18,444 $226 $18,670 $37.30 / EDU
* 100W Light 23 each $129.37 $147.61 $6,370 $78 $6,448 $12.03 / EDU
** Trees 0 each $89.88 $0 $0 $0 $0.00 / EDU
Medians 66,500 sf $0.35 $0,49 $55,837 $684 $56,521 $105.46 / EDU
Zone 11 (The Oalcs North Residential)
$81,639
** 100W Light 0 each $145.88 $166.45 $0 $0 $0 $0.00 / EDU
** Collector 100W Light 0 each $145.88 $166.45 $0 $0 $0 $0.00 / EDU
* 100W Light 12 each $129.37 $147.61 $3,324 $41 $3,365 $7.25 / EDU
** Trees 0 each $89.88 $0 $0 $0 $0.00 / EDU
** Collector Trees 0 each $89.88 $0 $0 $0 $0.00 / EDU
** Medians 0 sf $0.35 $0.49 $0 $0 $0 $0.00 / EDU
** Collector Medians 0 sf $0.35 $0.49 $0 $0 $0 $0.00 / EDU
$3,365
* These lights are on arterial roadways, therefore the O&M and Repl. costs have been multiplied by 88.7%
(This is to account for the 11.3% General Benefit fbr Arterial Roadways)
** These budgets are $0 due to HOA maintenance and servicing, these lights were not part ofthe Lighting Retrofit projecl
*** Portion of total median area attributable only to Calavera Hills II
**** 40W or 100W 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
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2014-15
May 6, 2014
Page 7
FY 2014-15 Budget (cont'd)
O&M Repl. Total FY 14-15 FY 14-15
Assessed Unit Unit O&M/Repl. Admin. Annual Annual
Quantity Cost Cost Costs Costs Costs Cost/EDU
Zone 12 (La Costa Town Sauare)
40W Light 11 each $113.00 $166.45 $3,074 $38 $3,112 $49.40 / EDU
Collector 40W Light 7 each $113.00 $166.45 $1,956 $24 $1,980 $6.10 / EDU
* 100W Light 7 each $129.37 $147.61 $1,939 $24 $1,963 $5.84 / EDU
** Local Trees 0 each $89.88 $0 $0 $0 $0.00 / EDU
** Collector Trees 0 each $89.88 $0 $0 $0 $0.00 / EDU
** Arterial Trees 0 sf $89.88 $0 $0 $0 $0.00 / EDU
Medians 34,105 sf $0.35 $0.49 $28,636 $351 $28,987 $86.23 / EDU
$36,042 Zone 13 (Fair Oalts Valley) $36,042
** 40W Light 0 each $113.00 $166.45 $0 $0 $0 $0.00 / EDU
** Collector 10OW Light 0 each $145.88 $166.45 $0 $0 $0 $0.00 / EDU
** Local Trees 0 each $89.88 $0 $0 $0 $0.00 / EDU
** Collector Trees 0 each $89.88 $0 $0 $0 $0.00 / EDU
$0
Subtotal Annual Costs: $529,498 $6,487 j $535,985 |
These lights are on arterial roadways, therefore the O&M and Repl. costs have been multiplied by 88.7%
(This is to account fbr the 11.3% General Benefit for Arterial Roadways)
These budgets are $0 due to HOA maintenance and sen/icing, these lights were not part of the Lighting Retrofit project
' Portion of total median area attributable only to Calavera Hills II
' 40W or 100W lights are local to Non-Res properties in Zones 5 and 6 and costs are spread to those parcels only
Administrative Costs
District Fonnation
Annual Administration
County Levy Fee
Replacement Reserve
Fund Balance as of July 1 of Current FY
$0
$6,000
$487
$283,355
($283,355)
Subtotal Administrative Costs: $6,487
FY 14-15 Annual Assessment: $535,985
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City of Carlsbad May 6, 2014
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2014-15 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 constmction, 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 tme "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 ftirther 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 sfreetlights, 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.
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
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City of Carlsbad
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2014-15
May 6, 2014
Page 9
are adjacent to such lighting resulting in: 1) improved nighttime visibility for the access of
emergency vehicles, and 2) improved safety and fraffic 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 Sfreet 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 sfreet. Local and collector roadways require only 9,500
lumen lights (typically 40 watt lights) and arterial roadways require 22,000 lumen lights
(typically 100 watt lights).
The amount of general benefit is established by multiplying the number of arterial sfreetlights
currently in the city by the difference between the average annual elecfrical costs to
illuminate a light on an arterial sfreet and a local sfreet. (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 2014-15 COST ESTIMATE COMPARISON OF ELECTRICAL
COSTS FOR THE VARIOUS STREET LIGHTS WITHIN THE CITY
Lamp Size Number Monthly Monthly Annual Annual General
(Watts) Lights Rate Amount Amount Cost per Light Benefit
Low wattaae llahts for collector streets:
40 4,914 $1.81 $8,894.34 $106,732.08 $21.72 $0.00
Subtotal-1 4,914 $106,732.08 $0.00
Hiah wattaqe lights for arterial streets:
80 2 $3.63 $7.26 $87.12 $43.56 $43.68
100 1,594 $4.55 $7,252.70 $87,032.40 $54.60 $52,410.72
150 548 $6.79 $3,720.92 $44,651.04 $81.48 $32,748.48
200 159 $9.06 $1,440.54 $17,286.48 $108.72 $13,833.00
250 15 $11.33 $169.95 $2,039.40 $135.96 $1,713.60
Subtotal-2 2,318 $151,096.44 $100,749.48
Total 7,232 $257,828.52
General Benefit = $100,749.48
FY 2014-15 Lighting Budget Amount
FY 2014-15 Public Parcel Contribution
Total EsL Cost Less Public Parcel Contribution*
$917,964
$28,000
$889,964
General Benefit Percentage 11.3%
* Based on preliminary budget estimates
Therefore, 11.3% ofthe Sfreet Lighting Improvements on the city's arterial roadways are
considered general benefit, and only 88.7% of these Sfreet Lighting Improvements will be
used to estimate the special benefit costs.
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City of Carlsbad May 6, 2014
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2014-15 Page 10
Sfreetlights on or associated with fraffic 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 govemmental
agencies and/or managed by a non-profit environmental tmst and which are considered part
ofthe 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.
• Sfreet frees 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 sfreets 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 frees.
• Landscaping and hardscaping within medians in the arterial roadways provide only
incidental aesthetic benefits to motorists fravelling 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 fraffic channelization provided by raised medians is
independent of the landscaping and hardscaping improvements funded through this
Maintenance Disfrict. 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 fraffic 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 twelve zones of benefit in this Disfrict.
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 sfreet lighting, sfreet frees and medians within and directly
adjacent to the development, ft is anticipated that the Home Owners Association ("HOA") will
maintain the sfreet trees. The city and the owners of the land within Calavera Hills II have an
agreement to provide for the maintenance of the sfreet frees by the HOA; therefore, annual
assessments will be levied within Zone 1 for the maintenance of sfreet frees only if (a) the HOA
fails to maintain such street frees pursuant to the Agreement, (b) as a result of the failure ofthe
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City of Carlsbad May 6, 2014
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2014-15 Page 11
HOA to maintain such sfreet frees, 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
sfreetlights and sfreet frees within the public sfreets. 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 sfreetlights or sfreet fress adjacent to it.
Villages E, U and Y are comprised of single family attached ("SPA"), apartment ("APT") units,
and 1 acre of Non-Res land use, and do not have any local lighting or sfreet trees. Village "Y"
also has a 1.05-acre of Non-Res use.
Village H is comprised of 2 acres of Non-Res use and does not have local lighting and sfreet
frees.
All of the villages receive special benefit from the arterial sfreet 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 Carisbad 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 sfreetlights in the
public sfreets 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 sfreetlights 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 sfreet lighting and medians on
Cannon Road.
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City of Carlsbad May 6, 2014
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2014-15 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, sfreet frees and medians within and directly adjacent to
the development, ft is anticipated that the HOA will maintain the street frees, local sfreet lights
and medians. The city and the owners of the land within the 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 ofthe 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 sfreet
lights and street frees in the public sfreets directly adjacent to them.
All of the development receives special benefit from the arterial sfreet 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% ofthe costs ofthe
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
sfreet lighting, sfreet frees and medians within and directly adjacent to the development, ft is
anticipated that the HOA will maintain the sfreet frees. 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 frees only if (a) the HOA fails to maintain such street frees pursuant to the
Agreement, (b) as a result of the failure of the HOA to maintain such sfreet frees, 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 sfreet lights and street frees in the public
sfreets directly adjacent to them, and SFA units that take access off sfreets with local sfreetiights
but do not have sfreet frees directly adjacent to them.
All of the development receives special benefit from the arterial sfreet lighting and medians on
Poinsettia Lane.
The existing SFD property, Assessor's Parcel Number 214-170-81-00, is already assessed in
Sfreet Lighting and Landscaping District No. 1 and is therefore exempted from this Disfrict.
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Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2014-15 Page^3
Zone 5 - Palomar Forum / Carlsbad Raceway
Zone 5 includes two non-residential developments that are directly adjacent to each other,
Palomar Fomm and Carlsbad Raceway.
The Palomar Fomm development is located along the northerly side of Palomar Airport Road,
east of Melrose Drive, and is comprised of 51.63 acres of Non-Res and 1.71 acres of Park that
have 100 watt local sfreet lights in the public sfreets 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 86.22 acres of Non-Res that has 200 watt local sfreet
lights in the public sfreet directly adjacent to them.
Both developments receive special benefit from the arterial sfreet lighting and medians on
Melrose Drive and Palomar Airport Road.
Zone 6 - Bressi Ranch
The Bressi Ranch development is located on the southeast comer of Palomar Airport Road and El
Camino Real. It is comprised of varying types of land uses that receive special benefit from the
sfreet trees, medians, sfreet lighting within and directly adjacent to the development. The entire
development benefits from the sfreet lighting within and directly adjacent to the development,
except the residential estate area that has private sfreets and so does not have any local public
sfreet light benefits, ft is anticipated that the HOA will maintain the local sfreetlights and the
sfreet frees 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 sfreet lights only if (a) the HOA fails to maintain such any such
sfreet lights pursuant to the Agreement, (b) as a resuh 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 sfreet lights in the
public streets directly adjacent to them. There are SFA units that have local sfreet lights adjacent
to them, but do not have street trees directly adjacent to them. There are 25 SFD estate units on
private sfreets, with no public local street lights or sfreet trees. There are also 148.71 acres of
Non-Res development that have 40 watt and 100 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 comer of Alga Road and El Camino Real. It
is comprised of varying types of land uses that receive special benefit from the sfreet frees,
medians, street lighting witiiin and directly adjacent to the development.
There is a 12.77 acre School, a total of 7.6 acres of Park, 86 SFA units, and 591 SFD units that
all have local frees and local sfreet lights in the public sfreets directly adjacent to tiiem. There is
14.96 acres of Non-Res and 44 SFA units that have local sfreet frees, but do not have local street
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City of Carlsbad May 6, 2014
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2014-15 Page 14
lights, in the streets directly adjacent to tiiem. There are 64 SFD units on private sfreets, with no
public local sfreet lights or sfreet frees. 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 Sfreet Lighting and
Landscaping Disfrict No. 1.
Sfreet trees and street lights along Alicante Road are classified as Collector Trees and Collector
lOOW Lights. The annual cost to maintain these frees and sfreet 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 sfreet 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 ofthe
local sfreet lights and the medians only if (a) the HOA fails to maintain such any such sfreet
lights and medians pursuant to the Agreement, (b) as a resuh 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 tiie
Agreement.
The entire development receives special benefit from the arterial sfreet 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 Sfreet, 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 sfreet lighting directly adjacent to the development.
There are 262 SFD units on private streets, with no public local street lights or sfreet frees
directly adjacent to tiiem. In Village 2.6, tiiere are 53 SFD units and a 0.18 acre park on private
streets, with no public local street lights or street frees 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 disfrict and are assessed in Sfreet Lighting and
Landscaping Disfrict No. 1.
Though the sfreets within the Ridge development are private, the entire development receives
special benefit from the collector sfreet lighting directly adjacent to the development on El Fuerte
Street along the westerly side of the development and the public portion of Corintia Sfreet on the
easterly side of the development.
Village 2.6 is the only portion ofthe Ridge development that benefits from the sfreet frees on the
public portion of Corintia Sfreet on the westerly side of Village 2.6.
It is anticipated that the HOA will maintain the local streetlights and the street trees witiiin the
residential areas. The city and the owners of the land within tiie Ridge have an Agreement to
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 sfreet frees only if
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City of Carlsbad May 6,2014
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2014-15 Page
(a) the HOA fails to maintain such any such sfreet lights pursuant to the Agreement, (b) as a
resuh 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 industtial and commercial
land uses that receive special benefit from tiie sfreet lighting and sfreet trees witiiin and directly
adjacent to the development.
There is 172.05 acres of non-residential ("Non-Res") use parcels witii public local sfreet lights
and sfreet frees 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 sfreet lights or medians.
Zone 10 - Robertson Ranch (East Village)
The Robertson Ranch East Village development is located on the north east comer of Cannon
Road and College Boulevard, ft is comprised of varying types of land uses that receive special
benefit from the sfreet frees, sfreet lighting, and medians within and directly adjacent to the
development.
The development consists of 78 APT units, 84 SFA units, 320 SFD units, and a 1.7 acre Park that
all have local frees and local sfreet lights in the public sfreets directly adjacent to them. There is a
13.5 acre Park that is part of tiie Robertson Ranch West Village, but directly adjacent to tiie East
Village and takes access off of Cannon Road and Wind Trail Way.. There is a 3.2 acre unplanned
area and a 2.84 Water Quality Facility that do not have public local sfreet lights or sfreet frees.
ft is anticipated that the HOA will maintain the local sfreet frees. The city and the owners ofthe
land within Robertson Ranch have an Agreement to provide for the maintenance of such
improvement by the HOA; tiierefore, annual assessments will be levied within Zone 10 for the
maintenance ofthe local street ttees only if (a) the HOA fails to maintain such any such sfreet
ttees and medians pursuant to the Agreement, (b) as a result of the failure ofthe 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 sfreet lighting and medians on
College Blvd and Cannon Rd.
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 tiie Oaks North
development from the Oaks South development, ft is comprised of residential and non-residential
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Final Annual Engineer's Report - FY 2014-15 Page 16
land uses that receive special benefit from the street lighting, sfreet trees, and medians witiiin and
directly adjacent to the development.
It is anticipated that the HOA will maintain the local sfreetiights and the sfreet trees, and the
medians within the residential areas. The city and tiie owners of the land within tiie 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 sfreet lights
and sfreet frees only if (a) tiie HOA fails to maintain such any such sfreet lights pursuant to the
Agreement, (b) as a result ofthe 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 tiie city for
the cost of such maintenance as required pursuant to the Agreement.
There are 284 SFD units and a 2.26 acre park on public sfreets, with local street lights and sfreet
ttees within and directly adjacent to them. There are a total of 168 APT units, a 5.71 acre RV
Parking lot, and 43 SFD units on private sfreets, with no public local sfreet lights or sfreet frees.
All ofthe development receives special benefit from the collector street lighting, street frees, and
medians on San Elijo Road and Avenida Soledad
All of the development receives special benefit from the arterial sfreet 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 Soutii from The Oaks North development. This median
provides an aestiietic 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.
Zone 12 - La Costa Town Square
The La Costa Town Square development is located on tiie north east comer of La Costa Avenue
and Rancho Santa Fe Road. It is comprised of varying types of land uses that receive special
benefit from the sfreet frees, sfreet lighting, and medians within and directly adjacent to the
development.
There are 63 SFD units tiiat all have local sfreet lights and trees in tiie public streets directly
adjacent to them. There is are 43.61 acres Non-Res development and a 7.67 acre unplanned area
that do not have public local sfreet lights or stteet ttees.
Sfreet frees and sfreet lights along La Costa Avenue are classified as Collector Trees and
Collector 40W lights. The La Costa Town Square development is on the north side of La Costa
Avenue and will benefit from the sfreet lights along La Costa Avenue, therefore 50% of tiie sfreet
lights along La Costa Avenue have been apportioned to the La Costa Town Square. All the ttees
in La Costa Avenue directly adjacent to the La Costa Town Square have been apportioned to the
La Costa Town Square. The annual cost to maintain these frees and sfreet lights will be spread
among the development areas that are directly adjacent to and take access from La Costa Avenue.
These include the SFD and Non-Res development areas.
It is anticipated that the HOA will maintain the sfreet frees. The city and the owners ofthe land
within La Costa Town Square have an Agreement to provide for the maintenance of such
improvements by the HOA; therefore, annual assessments will be levied within Zone 12 for the
maintenance of the frees only if (a) the HOA fails to maintain such any such street lights and
trees pursuant to tiie Agreement, (b) as a result of the failure of the HOA to maintain any such
Q:\Carisbad\Annual AdminVFY 14-15\LLMD2\report\LLD2 14-15 Final Rpt - DRAFT.docx
City of Carlsbad May 6, 2014
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2014-15 ^ P^ge 17
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 also benefits from arterial lighting and medians Rancho Santa Fe Road.
There will be approximately 1,795 linear feet of medians in Rancho Santa Fe Road along the
south east side ofthe development (which equals approx. 34,105 sf of medians based on a typical
19' width). The La Costa Tovm Center development is on both the nortii and south side of
Rancho Santa Fe Road and will benefit from the improved aesthetics of the medians; therefore
the entire benefit from the medians in Rancho Santa Fe Road is apportioned to the La Costa
Town Square.
Zone 13 - Fair Oaks Valley
The Fair Oaks Valley development is located to the east of the La Costa Oaks development. It is
comprised of residential land uses tiiat receive special benefit from the sfreet trees and sfreet
lighting within the development.
There are 49 single-family detached units ("SFD") that all have local 40W sfreet lights and trees
in the public streets directly adjacent to them.
Street trees and street lights along Camino Junipero are classified as Collector Trees and
Collector lOOW lights. The annual cost to maintain these frees and street lights will be spread
among the entire development because the entire development takes access from Camino
Junipero. However, should the sfreet be extended beyond the Fair Oaks Valley development, then
the benefits to the development will be revaluated.
It is anticipated that the HOA will maintain tiie sfreet frees and sfreet lights. The city and tiie
owners ofthe land witiiin Fair Oaks Valley have an Agreement to provide for the maintenance of
such improvements by the HOA; therefore, annual assessments will be levied within Zone 13 for
the maintenance of tiie trees and lights only if (a) tiie HOA fails to maintain such any such sfreet
lights and trees pursuant to the Agreement, (b) as a resuh 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.
ASSESSMENT APPORTIONMENT AND RATES
Equivalent Dwelling Units
To establish the special benefit to tiie individual parcels within the Disfrict, 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 sfreetiights, sfreet frees and medians.
The single-family detached (SFD) residential parcel has been selected as the basic unit for
calculation of assessments; therefore, tiie 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 Southem
Q:\Carisbad\Annual AdminVFY 14-15\LLMD2\report\LLD2 14-15 Final Rpt - DRAFT.docx
City of Carlsbad May 6, 2014
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2014-15 Page^8
Califomia, 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 muhifamily residential uses, are
given a factor of 0.60 EDU per dwelling unit. Based on data from representative cities in Southem
Califomia, the APT residential factor of 60 percent is determined by the statistical proportion of
relative frip generation from various types of residential uses, in combination witii population density
per unit.
Non-Residential (Non-Res). In converting improved non-residential properties to EDUs, the factor
used is the City ofCarlsbad 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 tiieir value. Based upon the
opinions of professional appraisers, appraising current market property values for real estate in
Southem Califomia, the land value portion of a property typically ranges from 20 to 30 percent ofthe
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 tiie 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.
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 following tables provide the EDU's for the various types of special benefits associated with each
Zone, FY 2014-15 budget rates and the calculated maximum assessment rates for FY 2014-15. The
FY 2014-15 assessment rate will be the lesser of the budget rate and the maximum rate.
Q:\Carisbad\Annual Admin\FY 14-15\LLMD2\report\LLD2 14-15 Final Rpt - DRAFT.docx
City of Carlsbad
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2014-15
May 6, 2014
Page 19
Estimated FY 2014-15 Assessment Allocation and Rates
Development DU Acres
(
Local
Light
EDU
^Hector
Local
Light
EDU
Arterial
Light
EDU
(
Tree
EDU
Collector
Tree
EDU
Arterial
Tree
EDU
(
Median
EDU
^1 lector
Median
EDU
FY 14-15
Budget
Rate
(VEDU)
FY 14-15
Asmt
Rate*
(VEDU)
7one 1 - Calavera Hills II
Village E - SFA (NLL) 117 93.6 93.6 $64.19 $64.19
Village H - Non-Res (NLL) 2.00 12.0 12.0 $64.19 $64.19
Village K - SFD 84 84.0 84.0 84.0 84.0 $107.45 $107.45
Village L-2 - SFD 14 14.0 14.0 14.0 14.0 $107.45 $107.45
Village U - SFA (NLL) 135 108.0 108.0 $64.19 $64.19
Village W - SFD 114 114.0 114.0 1140 114.0 $107.45 $107.45
Village X- Non-Res (NLL) utility 0.08 0.5 0.5 $64.19 $64.19
village X-SFD 115 115.0 115.0 115.0 115.0 $107.45 $107.45
Village Y - APT (NLL) 106 63.6 63.6 $64.19 $64.19
Village Y - Non-Res (NLL) 1.05 6.3 6.3 $64.19 $64.19
Zone 2 - Kelly Ranch Core
327.0 611.0 327.0 611.0
SFD 147 147.0 1470 147.0 $107.65 $107.65
APT 451 270.6 270.6 270.6 $107.65 $107.65
Non-Res 2.61 15.7 15.7 15.7 $107.65 $107.65
Non-Res (NLL) 2.63 15.8 15.8 $73.59 $73.59
Non-Res (NLL) utility 1.48 8.9 $3.83 $3.83
Park 0.49 0.7 0.7 0.7 $107.65 $107.65
SFD (NAP) 6 6.0 6.0 6.0 $107.65 $107.65
Vacant (NAP) 5.67 8.5 8.5 8.5 $107.65 $107.65
Zone 3 - The Oaks South
448.5 473.2 464.3
SFD 494 494.0 494.0 494.0 494.0 $3.90 $3.90
Non-Res 1.62 9.7 9.7 9.7 9.7 $3.90 $3.90
Zone 4 - Thompson/Tabata
503.7 503.7 503.7 503.7
SFD 233 233.0 233.0 233.0 233.0 $134.13 $134.13
SFA 24 19.2 19.2 19.2 $134.13 $130.39
7r>ne 5 - Palomar Forum/Carlsbad Raceway
252.2 252.2 233.0 252.2
Park 1.71 2.6 2.6 2.6 $90.11 $90.11
Non-F!es-40W 112.36 674.2 674.2 674.2 $90.11 $90.11
Non-Res-100W 25.49 152.9 152,9 152.9 $92.11 $92.11
Zone 6 - Bressi Ranch
829.7 829.7 829.7
Non-Res 150.40 902.4 902.4 902.4 $64.47 $64.47
Park 12.38 18.6 18.6 18.6 18.6 $48.22 $48.22
SFD 498 498.0 498.0 498.0 498.0 $48.22 $48.22
SFA 100 80.0 80.0 80.0 $48.22 $48.22
SF Estates 25 25.0 25.0 $48.22 $48.22
Zone 7 - The Greens
1499.0 1524.0 516.6 1524.0
Non-Res-NLL 14.96 89.8 89.8 89.8 $44.04 $44.04
Non-Res 12.77 76.6 76.6 76.6 76.6 $44.04 $44.04
Park 5.88 8.8 8.8 8.8 8.8 8.8 8.8 $44.04 $44.04
Park-NC 1.72 2.6 2.6 2.6 2.6 $44.04 $44.04
Pak-NLT 32.11 48.2 48.2 48.2 48.2 $44.04 $44.04
SFA 86 68.8 68.8 68.8 68.8 $44.04 $44.04
SFA-NLL 38 30.4 30.4 30.4 $44.04 $44.04
SFD 484 484.0 484.0 484.0 484.0 484.0 484.0 $44.04 $44.04
SFD-NC 107 107.0 107.0 1070 1070 $44.04 $44.04
SF Estates 64 64.0 64.0 64.0 64.0 $44.04 $44.04
APT (NAP) 180 108.0 108.0 108.0 108.0 $44.04 $44.04
Non-Res (NAP) 0.65 3.9 3.9 3.9 3.9 $44.04 $44.04
Park-NLL (NAP) 80.81 121.2 121.2 $44.04 $44.04
Zone 8 - The Ridge
859.7 605.0 1213.3 979.9 605.0 12133
PARK 0.18 0.3 0.3 0.3 0.3 $24.72 $24.72
SFA 53 42.4 42.4 42.4 42.4 $24.72 $24.72
SFD-NCT 263 263.0 263.0 263.0 $24.72 $24.72
Non-Res (NAP) 2.0 12.0 12.0 12.0 $24.72 $24.72
317.7 3177 42.7 317.7
NC = No Collector Lights/Trees NLL = No Local Lights NLT = No Local Trees DU = Dwelling Unl N/vP = NotaPar1
FY 13-14
Maximum
Rates
(VEDU)
$70.36
$70.36
$203.36
$203.36
$70.36
$203.36
$70.36
$203.36
$70.36
$70.36
$123.29
$123.29
$123.29
$75.62
$5.48
$123.29
$123.29
$123.29
$431.80
$431.80
$227.66
$128.21
$168.61
$168.61
$101.30
$74.72
$223.93
$223.93
$146.48
$57.89
$263.72
$326.12
$402.08
$326.12
$200.64
$326.12
$263.72
$402.08
$326.12
$200.64
$326.12
$326.12
$124.64
$70.94
$70.94
$38.73
$38.73
CPl
Adj.
FY 14-15
Maximum
Rates
(VEDU)
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
$71.56
$71.56
$206.82
$206.82
$71.56
$206.82
$71.56
$206.82
$71.56
$71.56
$125.39
$125.39
$125.39
$76.91
$5.57
$125.39
$125.39
$125.39
$439.14
$439.14
$231.53
$130.39
$171.48
$171.48
$103.02
$75.99
$22774
$227.74
$148.97
$58.87
$268.20
$331.66
$408.92
$331.66
$204.05
$331.66
$268.20
$408.92
$331.66
$204.05
$331.66
$331.66
$126.76
$72.15
$72.15
$39.39
$39.39
• The FY 2014-15 Assessment Fiate will be the lesser ofthe Budget Fiate and the Maximum Rate
Q:\Carisbad\Annual Admin\FY 14-15\LLMD2\report\LLD2 14-15 Final Rpt - DRAFT.docx
City of Carlsbad
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2014-15
May 6, 2014
Page 20
Estimated FY 2014-15 Assessment Allocation and Rates (cont'd)
Development DU Acres
Local
Light
EDU
Collector
Local
Light
EDU
Arterial
Light
EDU
Tree
EDU
Collector
Tree
EDU
Arterial
Tree
EDU
Median
EDU
Collector
Median
EDU
FY 14-15
Budget
Rate
(VEDU)
FY 14-15
Asmt
Rate*
(VEDU)
Zbne 9 - Oaks North Business Park
Non-Res 172.04 1,032.2 1,032.2 $50.25 $50.25
Zone 10 - Robertson Ranch East Village
1.032.2 1.032.2
APT 78 46.8 46.8 46.8 46.8 $154.79 $154.79
SFA 84 67.2 67.2 67.2 67.2 $154.79 $154.79
SFD 304 304.0 304.0 304.0 304.0 $154.79 $154.79
Park 17.53 26.30 26.30 26.30 26.30 $154.79 $154.79
SFD 16 16.0 16.0 16.0 16.0 $154.79 $154.79
Non-Res (Util) 2.84 17.04 1704 $117.49 $11749
Vacant 6.59 9.89 9.89 $117.49 $117.49
Non-Res (NAP) 6.7 40.20 40.20 40.20 40.20 $154.79 $154.79
Vacant (NAP) 5.70 8.55 8.55 $117.49 $11749
Zone 11 - Oaks North Residential
500.5 536.0 500.5 536.0
SFD 283 283.0 283.0 283.0 283.0 283.0 283.0 283.0 $7.25 $7.25
SFD (NLL) 43 43.0 43.0 43.0 43.0 43.0 $7.25 $725
APT 168 100.8 100.8 100.8 100.8 100.8 $7.25 $7.25
Pj»k 2.26 3.39 3.39 3.39 3.39 3.39 3.39 3.39 $7.25 $7.25
Non-Res (NU) 5.71 34.26 34.26 34.26 34.26 34.26 $7.25 $7.25
Zone 12 - La Costa Town Square
286.4 464.5 464.5 286.4 464.5 464.5 464.5
SFD 63 63.0 63.0 63.0 63.0 63.0 63.0 63.0 $147.56 $147.56
Non-Res 43.61 261.7 261.7 261.7 261.7 261.7 $98.17 $98.17
Vacant 7.67 11.51 11.51 11.51 $92.07 $92.07
Zone 13 - Fair Oaks Valley
63.0 324.7 336.2 63.0 324.7 336.2 336.2
SFD 49 49.0 49.0 49.0 49.0 $0.00 $0.00
49.0 49.0 49.0 49.0
FY 13-14
Maximum
Rates
(VEDU)
$53.98
$245.89
$245.89
$245.89
$245.89
$245.89
$123.94
$123.94
$245.89
$123.94
$343.15
$185.77
$185.77
$343.15
$185.77
$416.97
$140.88
$112.31
$443.08
CPl
Adj.
FY 14-15
Maximum
Rates
(VEDU)
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
1.7%
$54.90
$250.07
$250.07
$250.07
$250.07
$250.07
$126.05
$126.05
$250.07
$126.05
$348.98
$188.93
$188.93
$348.98
$188.93
$424.06
$143.25
$114.22
$450.61
NC = No Collector Lights/Trees NLL = No Local Lights NLT = No Local Trees DU = Dwelling Unit NAP = NotaPart
* The FY 2014-15 Assessment Rate will be the lesser of the Budget Fiate and the Maximum FSate
The maximum annual maintenance assessment will be increased for cost of living each year
according to the change in Consumer Price Index (CPI) for tiie San Diego County area. (Any other
increases or changes to the methodology of the Assessment must be submitted for property owner
approval.)
Q:\Carisbad\Annual AdminVFY 14-15\LLMD2\report\LLD2 14-15 Final Rpt - DRAFT.docx
City of Carlsbad May 6, 2014
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report - FY 2014-15 Page 21
PARTD
ASSESSMENT ROLL
The Assessment Roll is a listing of tiie proposed maximum assessment for Fiscal Year 2014-15
apportioned to each lot or parcel, as shovm on the last equalized roll of the Assessor ofthe County of
San Diego. The Assessment Roll is on file in the Office of tiie 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 Disfrict are those lines and
dimensions shovm 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:\Carisbad\Annual Admin\FY 14-15\LLMD2\report\LLD2 14-15 Final Rpt - DRAFT.docx
31
Exhibit 3
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
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RESOLUTION NO. 2014-088
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF CARLSBAD, CALIFORNIA, APPROVING THE
PRELIMINARY ENGINEER'S REPORT FOR THE
PROCEEDINGS FOR THE ANNUAL LEVY OF
ASSESSMENTS WITHIN A SPECIAL ASSESSMENT
DISTRICT
WHEREAS, the City Council of the City of Carlsbad, California, pursuant to the
terms of the Landscaping and Lighting Act of 1972, (Division 15, Part 2 of the State
Streets and Highways Code, commencing with Section 22500), did by previous resolution
initiate proceedings and ordered the preparation of an Engineer's Report (the "Report")
for the annual levy of assessments within a special assessment district, said special
assessment district known and designated as Street Lighting and Landscaping District
No. 2 (hereinafter referred to as the "Assessment District"); and
WHEREAS, there has now been presented to this City Council the Report as
required by said Division 15 of the Streets and Highways Code and as previously directed
by resolution; and
WHEREAS, this City Council has now carefully examined and reviewed the Report
as presented, and is satisfied with each and all ofthe items and documents as set forth
therein, and is satisfied that the assessments, on a preliminary basis, have been
distributed in accordance with the benefits received from the improvements to be
maintained, as set forth in the Report.
NOW, THEREFORE, IT IS HEREBY RESOLVED AS FOLLOWS:
SECTION 1. That the above recitals are all true and correct.
SECTION 2. That the Report as presented consists ofthe following:
A. Plans and specifications describing the general nature, location and extent
ofthe improvements to be maintained.
3t
3
4
5
6
7
8
9
Exhibit 3
1 B. Estimate of cost, including the amount of the annual installment for the
2 forthcoming fiscal year.
C. Diagram of the Assessment District.
D. Assessment of the estimated cost.
The Report, as presented, is hereby approved on a preliminary basis, and is
ordered to be filed in the Office of the City Clerk as a permanent record and to remain
open to public inspection.
SECTION 3. That the City Clerk shall certify to the passage and adoption of this
^ 0 Resolution, and the minutes of this meeting shall so reflect the presentation of the Report.
11
12 //
13 //
14 //
15 //
16 //
17 //
18 //
19 //
20 //
21 //
22 //
23 //
24 //
25 //
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1
2
3
4
5
6
7
8
9
10
11
12
13
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17
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21
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PASSED, APPROVED AND ADOPTED at a Regular Meeting ofthe City Council ofthe City
of Carlsbad on the 20th day of May 2014, by the following vote to wit:
AYES:
NOES:
ABSENT:
Council Members Hall, Packard, Wood, Schumacher, Blackburn.
None.
None.
ATTEST:
BAiRBARA ENGLESON, ^ Clerk
Exhibit 4
1 RESOLUTION NO. 2014-089
2 A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF CARLSBAD, CALIFORNIA, DECLARING ITS
INTENTION TO PROVIDE FOR AN ANNUAL LEVY
AND COLLECTION OF ASSESSMENTS IN A SPECIAL
ASSESSMENT DISTRICT, AND SETTING A TIME AND
5 PLACE FOR A PUBLIC HEARING THEREON
15
16
17
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19
20
25
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28
WHEREAS, the City Council of the City of Carlsbad, California, has previously
formed a special assessment district pursuant to the terms of the Landscaping and
Lighting Act of 1972, (Division 15, Part 2 of the State Streets and Highways Code,
6
7
8
9
commencing with Section 22500), said special assessment district known and designated
11 as Street Lighting and Landscaping District No. 2 (hereinafter referred to as the
12 "Assessment District"); and
13 WHEREAS, the Assessment District is an existing assessment district in which
^4 assessments are not proposed to be increased as defined by Article XIIID ofthe California
Constitution (Proposition 218) and the Proposition 218 Omnibus Implementation Act, and
is exempt from the procedures and requirements of all assessments under California
Constitution Article XIIID § 5 (a); and
WHEREAS, the City Council wishes levy assessments for the next ensuing fiscal
year to provide for the costs and expenses necessary to pay for the maintenance of the
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 of
24 continuing with the proceedings for said annual levy; and
WHEREAS, the improvements to be maintained shall consist of all originally
designated and authorized improvements, as well as certain new and additional
improvements.
35
Exhibit 4
1 NOW, THEREFORE, BE IT RESOLVED AS FOLLOWS:
2 RECITALS
^ SECTION 1. That the above recitals are all true and correct.
4
5
6
7
8
9
SECTION 2. That the public interest and convenience requires, and it is the
intention of the City Council to levy and collect assessments to pay the annual costs and
expenses for the maintenance and/or servicing of the improvements for the Assessment
District, the improvements generally described as follows:
The maintenance of certain street lighting improvements, street trees, and median
10 landscaping improvements, as set forth and described in the Report.
11 The proposed new improvements to be maintained and serviced caused generally
12 by new development are described as follows:
1-^ The maintenance of certain additional street lighting improvements and additional
landscaping improvements, including replacement of street trees and median landscaping
improvements, all as set forth and described in the Report, which is hereby ordered to be
kept on file and open for public inspection in the Office of the City Clerk.
BOUNDARIES OF ASSESSMENT DISTRICT
SECTION 3. That said improvements are of direct benefit to the properties within
14
15
16
17
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2Q the boundaries of the Assessment District, which Assessment District the legislative body
21 previously declared to be the area benefited by the improvement, and for particulars,
22 reference is made to the boundary map as previously approved by the City Council, a
23 copy of which is on file in the office of the City Clerk and open for public inspection, and
is designated by the name of this Assessment District.
REPORT OF ENGINEER
SECTION 4.
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Exhibit 4
1 A. That the Report, as preliminarily approved by this legislative body, is on file
2 with the City Clerk and open for public inspection. Reference is made to the Report for a
^ full and detailed description of the improvements to be maintained, the boundaries of the
Assessment District and any zones therein, and the proposed assessments upon
assessable lots and parcels of land within the Assessment District.
B. The Assessment District is an existing assessment district in which
assessments are not proposed to be increased as defined by Article XIIID ofthe California
Constitution (Proposition 218) and the Proposition 218 Omnibus Implementation Act.
10 PUBLIC HEARING
11 SECTION 5. Notice is hereby given that a public hearing is scheduled in the
12 regular meeting place of the City Council, being the Council Chambers, City Hall, on the
1-^ following date and time:
Tuesday, June 24, 2014, at 6:00 p.m.
At that time this legislative body will hear protests or objections in reference to the
annual levy of assessments and to any other matters contained in this resolution. Any
persons who wish to object to the proceedings or the annual levy should file a written
protest with the City Clerk prior to the time set for the public hearing. If there is a majority
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20 protest against the levy of an annual assessment that is increased from the previous year,
21 the proposed increase in the assessments shall be abandoned. A majority protest exists
22 if, upon the conclusion ofthe hearing, written protests filed and not withdrawn, represent
23 property owners owning more than 50% of the assessable area of land within the District.
24 NOTICE
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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
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Exhibit 4
1 of general circulation within the City of Carlsbad, said publication to be completed not less
2 than ten (10) days prior to the date set for the public hearing
3 PROCEEDINGS INQUIRIES/PROTESTS
^ SECTION 7. For any and all information relating to these proceedings, including
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information relating to protest procedure, your attention is directed to the person
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designated below:
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DENNIS A. ANDERSON
8 ASSESSMENT ENGINEER
HARRIS & ASSOCIATES
^ TELEPHONE: (800) 827-4901 EXT. 2334
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11 Owners of property within the Assessment District may mail written protests to the
12 following address:
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'•4 CITY CLERK
CITY OF CARLSBAD
1200 CARLSBAD VILLAGE DRIVE
16 CARLSBAD, CA 92008
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PASSED, APPROVED AND ADOPTED at a Regular Meeting ofthe City Council of the City
of Carlsbad on the 20th day of May 2014, by the following vote to wit:
AYES:
NOES:
Council Members Hall, Packard, Wood, Schumacher, Blackburn.
None.
ABSENT: None.
MATT HALL, Mayor
ATTEST:
BARBARA ENGLESON, Oty Clerk