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HomeMy WebLinkAbout2015-03-10; City Council; 21891; Property Owner Business Improvement District Petition VillageCITY OF CARLSBAD - AGENDA BILL 16 AB# 21,891 DATE: 3/10/2015 DEPT: CLERK AUTHORIZE THE CITY MANAGER TO SIGN A PROPERTY OWNER BUSINESS IMPROVEMENT DISTRICT (PBID) FORMATION PETITION ON BEHALF OF THE CITY OF CARLSBAD AS A PROPERTY OWNER IN THE CARLSBAD VILLAGE DEPT. DIRECTOR CITY ATTY. CITY MGR. RECOMMENDED ACTION: Adopt Resolution No. 2015-064 authorizing the city manager to sign a property owner business improvement district (PBID) formation petition on behalf of the City of Carlsbad as a property owner in the Carlsbad Village. ITEM EXPLANATION: A Property-based Business Improvement District (PBID) is a private sector initiative to manage and improve- a business district authorized by California Streets and Highways Code Section 36621. The services provided are financed by a self-imposed and self-governed assessment on real property. These services are not provided outside of the District and because of their unique nature, focusing on the particular needs of each assessed parcel within the District, the services provide particular and distinct benefits to each of the assessed parcels within the District. In February 2015 the Carlsbad Village Business Improvement District Steering Committee initiated a Property Owner Business Improvement District (PBID) petition drive. The Carlsbad Village Business Improvement District Management Plan is proposed to improve and convey special benefits to properties located within the Carlsbad Village Business Improvement District area. Benefits outlined in the Management District Plan are for services directly related to increasing building occupancy and lease rates; to encouraging new business development; and to attracting ancillary businesses and services for parcels within the District. A written petition must be signed by the property owners in a proposed district who will cumulatively pay more than 50% of the assessments proposed to be levied. If the petition drive is successful, the City Council will be asked to approve a resolution of Intention to form the Carlsbad Village Property-based Business Improvement District, and ballots will be mailed to property owners. If the ballot drive is successful, with 50 percent or more of the weighted ballots supporting the assessment, then PBID tax assessments will be levied on the properties within the district. The Carlsbad Village Business Improvement District Steering Committee requests the support ofthe city in establishing a PBID in Carlsbad Village, by authorizing the city manager to sign the PBID petition on behalf of the city as a property owner within the proposed district as shown on the attached Exhibit 2. The city owned property is assessed as are all other business owner properties (See attached Exhibit 4, City of Carlsbad's PBID Petition including list of city-owned properties). The city council cannot exempt from assessment any property, including public property, unless by clear and convincing evidence that those publicly owned parcels receive no special benefit. DEPARTMENT CONTACT: Shelley Collins, Assistant City Clerk 760-434-2917 or Shelley.Collins@carlsbadca.gov FOR CLERK USE. COUNCIL ACTION: APPROVED CONTINUED TO DATE SPECIFIC • - DENIED • CONTINUED TO DATE UNKNOWN • CONTINUED • RETURNED TO STAFF • WITHDRAWN • OTHER- SEE MINUTES • AMENDED • REPORT RECEIVED • Proposed PBID in the Carlsbad Village Marcti 10, 2015 Page 2 The total District budget for the 2016 year of operation is approximately $175,000. Improvement, Activities. Services: Business/Economic Development $70,000 40% Marketing/Communication $40,410 23% Administration and District Advocacy $64,590 37% $175,000 A more detailed description of services is included in the PBID Management District Plan attached hereto as Exhibit 2. Benefit zones are assessed according to the special benefit each assessed parcel received from the improvements. In order to match assessment rates to special benefits, two service levels have been created within the district. Properties owned by non-profit organizations will not receive benefit and will not be assessed. The two property assessment variables, parcel square footage and building square footage will constitute "assessable square footage" and will be used in the calculation. The calculation for the 2016 year assessments per zone and per total assessable square footage, assessment variable will not exceed: Zone One Zone Two Assessment per Assessable Square Foot $0.0464 $0.0271 PBID assessments may be increased up to a maximum of 5% per year. If enacted, the District will have a 5-year life beginning January 1, 2016 and ending December 31, 2020. The Carlsbad Village Business Improvement District will automatically sunset unless the property owners vote to renew it beyond five years. FISCAL IMPACT: If a PBID is established, there will be an impact on the General Fund, since General Fund monies will be used to pay the proposed city assessment. As currently proposed, the city's share of total district annual assessment is approximately $12,100 for the first year, the remainder coming from other PBID property owners. ENVIRONMENTAL IMPACT: Pursuant to Public Resources Code section 21065, this action does not constitute a "project" requiring environmental review within the meaning of CEQA in that signing the petition to put the proposed PBID on the ballot has no potential to cause either a direct physical change in the environment, or a reasonably foreseeable indirect physical change in the environment. EXHIBITS: Exhibit 1: Resolution No. 2015-064 authorizing the city manager to sign a property owner business improvement district (PBID) formation petition on behalf of the City of Carlsbad as a property owner in the Carlsbad Village. Exhibit 2: Cadsbad Village Business Improvement District Management District Plan Exhibit 3: Map of PBID Boundary and Benefit Zones and city-owned properties Exhibit 4: City of Carlsbad's PBID Petition including list of city-owned properties 1 RESOLUTION NO. 2015-064 3 2 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFORNIA, AUTHORIZING THE CITY MANAGER TO SIGN A PROPERTY OWNER BUSINESS IMPROVEMENT DISTRICT (PBID) 4 FORMATION PETITION ON BEHALF OF THE CITY OF CARLSBAD AS A PROPERTY OWNER IN THE CARLSBAD VILLAGE. 5 " 6 y The City Council of the City of Carlsbad, California, does hereby resolve as follows: 8 WHEREAS, the City Council of the City of Carlsbad, California desires to form a ^ property and business improvement district ("PBID") pursuant to the Property and Business 10 11 12 13 j4 property owners in the PBID; and, 15 WHEREAS, the City of Carlsbad is a property owner in the proposed PBID; and, WHEREAS, the proposed boundaries of the PBID will encompass the core of the Carlsbad Village area as outlined in the map attached hereto; and, NOW, THEREFORE, BE IT HEREBY RESOLVED by the City Council of the City of Carlsbad as follows: Improvement District Law of 1994, Section 366 et.seq. ofthe California Streets and Highways Code Section 36621; and, WHEREAS, the establishment of a PBID requires that a petition be signed by 16 17 18 19 20 21 1. That the above recitations are true and correct. 22 2. That the City Manager is hereby authorized to sign a Property Owner 23 Business Improvement District (PBID) Formation Petition on behalf ofthe City of Carlsbad as a 24 property owner in the Carlsbad Village. 25 26 // 27 // 28 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 PASSED, APPROVED AND ADOPTED at a Regular Meeting ofthe City Council ofthe City of Carlsbad on the day of 2015, by the following vote to wit: AYES: NOES: Council Members Blackburn, Schumacher, Wood. None. ABSENT: Council Members Hall, Packard. KEITH BLACKBURN, Mayor Pro Tem ATTEST: BARBARA ENGLKSON, City Clerk NV300 OlzilOVd 5 Carlsbad Village Business Improvennent District Management District Plan For A Property Based Business Improvement District In the Carlsbad Village City of Carlsbad February 2015 Prepared By Urban Place Consulting Group, Inc. 6 Table of Contents For the Carlsbad Village Business Improvement District (District) Carisbad , California CONTENTS Section Number Page Number 1. Management District Plan Summary 3 Governance 4 2. Business improvement District Boundaries 5-9 3. District Improvement and Activity Plan 10-12 4. Assessment Methodology 13-18 5. District Rules 19 6. Implementation Timetable 19 7. Parcel Number Assessment Roll 20 February 2015 Section 1 Management District Plan Summary The name of the proposed Property-based Business Improvement District is the Carlsbad Village Business Improvement District (the "District").The District is being established pursuant to Section 36600 et seq. of the California Streets and Highways Code, The "Property and Business Improvement District Law of 1994 as amended", hereinafter referred to as State Law. Developed by the Carlsbad Village Business Improvement District Steering Committee, the Carlsbad Village Business Improvement District Management Plan is proposed to improve and convey special benefits to properties located within the Carlsbad Village Business Improvement District area. The District will provide new improvements and activities, including Economic Development, Marketing/Communication, and Administration. Each ofthe programs is designed to meet the goals of the District: to increase building occupancy and lease rates; to encourage new business development; and to attract ancillary businesses and services for parcels within the District. Boundary: See Section 2, Page 7. Budget: The total District budget for the 2016 year of operation is approximately $175,000. Improvements, Activities, Services: BUSINESS/ECONOMIC DEVELOPMENT $70,000 40% Retail Attraction and Retention Economic Research and Demographics New Investment Attraction Connecting Proposed Investors to the City Permiting Process Planning Advocacy Development Events MARKETING/COMMUNICATION $40,410 23% Web Site Programming and Maintenance Social Media Communications Business Marketing Village Marketing District Stakeholder Communications ADMINISTRATION AND DISTRICT ADVOCACY $64,590 37% Method of Financing: A levy of special assessments upon real property that receives special benefits from the improvements and activities. (See Section 4 for assessment methodology.) Benefit Zones: The State Law and State Constitution Article XIIID require that special assessments February 2015 3 Cost: be levied according to the special benefit each assessed parcel receives from the improvements. In order to match assessment rates to special benefits, two service levels have been created within the Carlsbad Village Business Improvement District. See section 2 for detailed description of Zones. Properties owned by non-profit organizations will not receive benefit and will not be assessed. Annual assessments are based upon an allocation of program costs by Zone and a calculation of assessable footage. Two property assessment variables, parcel square footage and building square footage will constitue "assessable square footage" and will be used in the calculation. 2016 year assessments per zone and per total assessable square footage, assessment variable will not exceed: Zone One Zone Two Non-Profit Parcels Assessment per Assessable Square Foot $0.0464 $0.0271 $0.00 Cap: Assessment annual increases cannot exceed 5% per year. Increases will be determined by the business improvement district Owners' Association Board of Directors and will vary between 0 and 5% in any given year. Any change will be approved by the owners association board of directors and submitted to the City within its annual planning report. The cost of providing programs and services may vary depending on the market cost for those programs and services. Expenditures may require adjustment up or down to continue the intended level of programs and services. The owners association shall have the right to reallocate up to 10% of the budget allocation by line item within the budgeted categories. Any change will be approved by the owner's association board of directors and submitted to the City of Carlsbad within its annual planning report, pursuant to Section 36650 of the California Streets and Highways Code. The overall budget shall remain consistent with this Management District Plan. District Formation: District formation requires submission of favorable petitions from property owners representing more than 50% of total assessments to be paid and the return of mail ballots evidencing a majority of ballots cast in favor of the assessment. Ballots are weighted by each property owner's assessment as proportionate to the total proposed District assessment amount. Duration: The District will have a 5-year life beginning January 1, 2016 and ending December 31, 2020. Governance: The Owners' Association will review District budgets and policies annually within the limitations of the Management District Plan. Annual reports, financial statements and newsletters will be filed with the City of Carlsbad (City). The Owners' Association will oversee the day-to-day implementation of services as defined in the Management February 2015 4 District Plan. The Carlsbad Village Development Foundation will act as the Owners' Association. February 2015 lo Section 2 Carlsbad Village Business Improvement District Boundaries The Carlsbad Village Business Improvement District includes all property within a boundary formed by: (Also see map on page 7) Summary -See map on page 7 for District Boundaries. The Carlsbad Village Business Improvement District includes all property within a boundary formed by: Beginning at the North end ofthe District at the corner of State Street and Carlsbad Boulevard turn south along the western parcel line of parcel 1552000400. Continue south along the western parcel line of parcels facing on the west side of State Street until parcel 2030540100. At parcel 2030540100 turn west along the north parcel line of parcel 2032960900 to the intersection with the west parcel line of parcel 2032960900. Turn south along the west parcel line of parcel 2032960900 to the intersection with Christiansen Way. At Christiansen Way turn west to the intersection with the east parcel line of parcel 2031722800, turn north along the east parcel line of parcel 2031722800 and continue north along the east parcel line of parcels facing on the east side of Carlsbad Boulevard to Beech Avenue. At Beech Avenue turn west to Carlsbad Boulevard, turn north on Carlsbad Boulevard to Cypress Avenue. At Cypress Avenue turn west to Garfield Street. At Garfield Street turn south to Beech Avenue. Turn west on Beech Avenue to Ocean Street. At Ocean Street turn south to Carlsbad Village Drive. Turn east on Carlsbad Village Drive to the west parcel line of parcel 2032520500. Turn south along the west parcel line of parcels 2032520500 and 20325520400 to Oak Avenue. Turn west on Oak Avenue to Ocean Street. Turn south on Ocean Street to the intersection ofthe west and east parcel lines of parcel 2032501500. Turn north along the east parcel line of parcel 2032501500 to Pine Avenue. Turn east on Pine Avenue to the intersection with the east parcel line of parcel 2032502500. Turn north along the east parcel line of parcels 2032502500, 2032502900, 2032601400 to the intersection with the south parcel line of parcel 2032601400. Turn north along the south parcel line of parcels 2032601400 and 2032601500. Turn north along the east parcel line of parcel 2032601500 to Oak Avenue. Turn west along Oak Avenue to Lincoln Street. Turn north on Lincoln Street to the intersection with the south parcel line of parcel 2031750200. Turn east along the south parcel line of parcels 2031750200 and 2031750300 at parcel 2032610300 turn south along the west parcel line of parcel 2032610300 to Oak Avenue. Turn east along Oak Avenue to the west property line of parcel 2040100500. Turn south along the west parcel lines of parcels 2040100500 and 2040100600. Turn east along the south parcel line of parcel 2040100600 turn north along the east parcel line of parcel 2040100600 to the intersection with the south parcel line of parcel 2040101600. Turn east along the south parcel lines of parcels 2040101600 and 2040850100. Cross Roosevelt Street and continue east along the south parcel line of parcel 2040841300 to Roosevelt Alley. Turn north along Roosevelt Alley to the south parcel line of parcel 2033051300. Turn east along the south parcel lines of parcels 2033051300, 2033511800 and 2033511600 to Jefferson Street. Turn north along Jefferson to the north parcel line of parcel 2033032700. Turn west along the north parcel line of parcel 2033032700 to Madison Alley. Turn north on Madison Alley, cross Grand Avenue and continue north along the east parcel line of parcel 2033020100. Turn west along the north parcel line of parcel 2033020100 to Madison Street. Turn north along Madison Street to the intersection with the north parcel line of parcel 2031820800. Turn west along the north parcel line of parcel 2031820800 to Roosevelt Street. Turn north on Roosevelt Street to Beech Street. Turn west on Beech Street to the east parcel line of February 2015 ^ parcel 2031011500. Turn north along the east parcel line of parcel 2031011500 and continue north along the east parcel lines of parcels facing on the east side of State Street to parcel 2031012900. At parcel 2031012900 turn east to Roosevelt Street. Follow Roosevelt Street to Laguna Drive. Turn west on Laguna drive to the east parcel line of parcel 155221100. Turn north along the east parcel line of parcel 155221100 to the north parcel line of parcel 155221100. Turn west along the north parcel lines of parcels 155221100 and 1552000800 to the starting point at State Street and Carlsbad Boulevard. Benefit Zones Zone One is made up of all parcels within the District except parcels 2031740600 and 2031740700 which are the Village Faire Mall parcels. Zone Two is made up ofthe two Village Faire Mall parcels 2031740600 and 2031740700. February 2015 ^ February 2015 8 /3 District Boundary Rationale The property uses within the general boundaries of the Carlsbad Village Business Improvement District are primarily commercial, retail and residential mixed use. Zone One's parcels are predominately occupied by small businesses. Zone Two is the Village Faire Mall. Services and improvements provided by the District are designed to provide special benefits to each ofthe individually assessed commercial, retail, and mixed use residential parcels within the District in the form of improving the economic and environmental vitality by increasing building occupancy and lease rates and encouraging new business development, attracting tenants and encouraging commerce. All ofthe services provided, such as the marketing programs and economic development programs are services that are over and above the City's baseline of services and are not provided by the City. These services are not provided outside of the District and because of the unique nature of these services focusing on the particular needs of each assessable parcel within the District provide particular and distinct benefits to each of the parcels within the District. Each property within the District receives special benefits and is assessed based upon benefits received. In order to ensure that parcels outside of the District will not specially benefit from the improvements and services funded with the assessment, improvements and services will only be provided within the boundaries of the District. Specifically, marketing programs and economic development programs and will not be provided outside of District boundaries. Nor will District promotional efforts promote activities outside of District boundaries. All assessed parcels within the District receive special benefits and are assessed based upon the special benefits received by each individually assessed parcel. Northern Boundary: The northern boundary of the Carlsbad Village Business Improvement District abuts the Lagoon and the Army & Navy Academy. Neither the Lagoon nor the Academy will benefit from District programs which are designed to provide special benefits to the commercial, retail and mixed use residential parcels within the District. In order to ensure that parcels outside of the District will not specially benefit from the unique improvements and services funded with the assessment, improvements and services will only be provided within the boundaries ofthe District. Eastern Boundary: The eastern boundary of the Carlsbad Village Business Improvement District abuts, for the most part, low density residential parcels. Low density residential parcels will not benefit from District programs which are designed to provide special benefits to the commercial, retail and mixed use residential parcels within the District. In order to ensure that parcels outside of the District will not specially benefit from the unique improvements and services funded with the assessment, improvements and services will only be provided within the boundaries of the District. Southern Boundary: The southern boundary of the Carlsbad Village Business Improvement District abuts, for the most part, low density residential parcels. Low density residential parcels will not benefit from District programs which are designed to provide special benefits to the commercial, retail and mixed use residential parcels within the District. In order to ensure that parcels outside of the District will not specially benefit from the unique improvements and services funded with the assessment, improvements and services will only be provided within the boundaries of the District. February 2015 ^ Western Boundary: The western boundary of the Carlsbad Village Business Improvement District abuts, for the most part, low density beach front residential parcels. Low density residential parcels will not benefit from District programs which are designed to provide special benefits to the commercial, retail and mixed use residential parcels within the District. In order to ensure that parcels outside of the District will not specially benefit from the unique improvements and services funded with the assessment, improvements and services will only be provided within the boundaries of the District. February 2015 10 Section 3 District Improvement and Activity Plan Process to Establish the Improvement and Activity Plan Through a series of property owner meetings the Carlsbad Village Business Improvement District Steering Committee collectively determined the priority for improvements and activities to be delivered by the business improvement district. The primary needs as determined by the property owners were: economic development/business development and marketing/communication. All of the services provided such as the economic development work and the marketing work are over and above the City's baseline of services and are not provided by the City. These services are not provided outside of the District and because of their unique nature focusing on the particular needs of each assessed parcel within the District provide particular and distinct benefits to each of the assessed parcels within the District. All of the improvements and activities detailed below are provided only to individually assessed parcels defined as being within the boundaries of the District and provide benefits which are particular and distinct to each of the individually assessed properties within the proposed District. No improvement or activities are provided to parcels outside the District boundaries. All assessments outlined in this Management District Plan pay only for services directly benefiting each of the individually assessed parcels in this specialized district. All services will be provided to the individually assessed parcels defined as being within the District boundaries and no services will be provided outside the District boundaries. Each of the services: economic development/business development, marketing/communication and management are unique to the District and to each of the District's individually assessed parcels therefore all benefits provided are particular and distinct to each individually assessed parcel. All benefits derived from the assessments outlined in the Management District Plan are for services directly benefiting the individually assessed parcels within this area and support increased commerce, business attraction and retention and increased property rental income. All services, economic development/business development, marketing/communication and professional management services are provided solely to individually assessed parcels within the district to enhance the image and viability of assessed parcels and businesses within the Carlsbad Village Business Improvement District boundaries and are designed only for the direct special benefit of the individually assessed parcels in the District. No services will be provided to parcels outside the District boundaries. (For a further definition of special benefits see Engineer's Report page 12 "Special Benefit") The total improvement and activity plan budget for 2016 is $175,000. The costs of providing each of the budget components was developed from actual experience of other similar organizations. Actual service hours and frequency may vary in order to match varying District needs over the 5 year life of the District. A detailed operation deployment for 2016 is available from the property owners association. The budget is made up of the following components. A detailed budget for each zone can be found in the chart in Section 4, page 15. February 2015 11 ECONOMIC DEVELOPMENT/BUSINESS DEVELOPMENT $70,000 The special benefit to District assessed parcels from the economic development services is an increased likelihood of commercial activity and an increased likelihood of attracting new investment to the district in the form of new businesses, new mixed use developments and an increase in Village residents, all of which directly relate to increases in lease rates and enhanced commerce. The special benefit to residential parcels is increased occupancy rates and increased lease rates due to an increase in residential serving businesses such as restaurants and retail stores. The economic development/marketing budget for each zone can be found in the chart in Section 4, page 15. Some ofthe economic development/business development programs being considered are: • Investment/Development Attraction Programs • Market Research • Business Retention Programs • New Business Attraction Programs • Planning Activities, Master Plan Updates MARKETING/COMMUNICATION $40,410 It is important to not only provide the services needed in the District, but to tell the story of improvement in the District. The marketing/communication budget for each zone can be found in the chart in Section 4, page 15. The special benefit to District assessed parcels is a likelihood of increased lease rates and tenant occupancy due to the increased commercial activity because of new customers attracted to the District by the communication on the web site and other social media channels. Marketing programs will work to attract new customers and users that are not currently contributing to the economic vitality of the District. The special benefit to District assessed parcels is a likelihood of increased lease rates and tenant occupancy due to the increased commercial activity because of new customers attracted to the District by the marketing programs. The special benefit to residential parcels is increased occupancy rates and increased lease rates due to an increase in residential serving businesses such as restaurants and retail stores. Some of the marketing/communication programs being considered are: * Development of Carlsbad Village Image Pieces * Carlsbad Village Web Site (on going maintenance and improvements) * Buyer Attraction Programs * Public and Media Relations * Social Media Communications MANAGEMENT/CONTINGENCY $64,590 The improvements and activities are managed by a professional staff that requires centralized management support. Management staff oversees the District's services which are delivered seven days a week. Management staff actively works on behalf of the District parcels to insure that City and County services and policies support the District. Included in this item are the cost to conduct a yearly financial review. City fees to collect and process the assessments, a reserve for uncollectible assessments and depreciation. The management/contingency budget for each zone can be found in the chart in Section 4, page 15. The special benefit from these services is an increased likelihood of February 2015 12 improved lease rates and tenant occupancy because of an increase in commercial activity, an increase in customers and an increase in residential serving businesses due to the work of the management staff as stated above FIVE YEAR OPERATING BUDGET A projected five-year operating budget for the Carlsbad Village Business Improvement District is provided below. The projections are based upon the following assumptions. Assessments will be subject to annual increases not to exceed 5% per year. The cost of providing programs and services may vary depending on the market cost for those programs and services. Expenditures may require adjustment up or down to continue the intended level of programs and services. Increases will be determined by the District Owners Association and will vary between 0 and 5% in any given year. The projections below illustrate a maximum 5% annual increase for all budget items. Assessments may be reduced by action of the owners association in any given year. Assessments so reduced may, with approval of the District Owners Association Board, increase in the following year more than the 5% cap up to the maximum rate defined for that year in the chart on page 19, pursuant to Section 36650 of the California Streets and Highways Code. The cost of providing programs and services may vary depending on the market cost for those programs and services. Expenditures may require adjustment up or down to continue the intended level of programs and services. The owners association shall have the right to reallocate up to 10% of the budget allocation by line item within the budgeted categories. Any change will be approved by the owner's association board of directors and submitted to the City of Carlsbad within its annual planning report. Pursuant to Section 36650 of the California Streets and Highways Code. The overall budget shall remain consistent with this Management District Plan. Each assessed parcel pays for 100% of the special benefit received based on the level of benefit received. Five Year Budget Projections * Programs 2016 2017 2018 2019 2020 Marketing/Communication $40,410 $42,430.50 $44,552.03 $46,779.63 $49,118.61 Economic/Business Development $70,000 $73,500 $77,175 $81,033.75 $85,085.44 Administration $64,590 $67,819.50 $71,210.48 $74,771.00 $78,509.55 Total Budget $175,000 $183,750 $192,937.50 $202,584.38 $212,713.59 *Assumes 5% yearly increase on all budget items. Note: Any accrued interest or delinquent payments received will be expended in the above categories. February 2015 13 Section 4 Assessment Methodology Individual assessable parcels shall be assessed by each parcel's total assessable square footage according to each parcel's proportionate special benefit derived from the services provided to that parcel. Each parcel pays 100% of the special benefit derived by the individual parcel. Special circumstances such as a parcel's location within the District area and need and/or frequency for services are carefully reviewed relative to the specific and distinct type of programs and improvements to be provided by the District in order to determine the appropriate levels of assessment. For a further definition of special benefits the Engineer's Report is available from the Carlsbad Village office. The methodology to levy assessments upon real property that benefit from the improvements and activities of the Carlsbad Village Business Improvement District are Assessable Square Footage as the assessment variable. Assessable Square Footage is defined as the total of the parcel square footage and the gross building square footage for each individual parcel. Determining which elements will be a part of the assessment methodology begins with an analysis of the building types and development types within a district. The majority of building types within this district are one and two story commercial and residential buildings. Parcel square footage is relevant to the best use of a property and will reflect the long term special benefit implications of the improvement district. Building square footage is relevant to the interim use of a property and is utilized to measure short and mid- term impacts. Assessable Sauare Footage Defined. Assessable square footage is defined as the total square footage that results from adding parcel square footage and building square footage together. Building Sauare Footage Defined. Building square footage is defined as gross building square footage as determined by the outside measurements of a building. Parcel Square Footage Defined. Parcel square footage is defined as the total amount of area within the borders of the parcel. The borders of a parcel are defined on the County Assessor parcel maps. Services and improvements provided by the District are designed to provide special benefits to the mix of primarily commercial, retail and mixed use residential. The use of each parcel's Assessable Square Footage is the best measure of benefit for the programs because the intent of the District programs is to increase building occupancy and lease rates, to encourage new business development and attract ancillary businesses and services for parcels within the District, in other words to attract more customers, clients and or employees. The best way to determine each parcels proportionate special benefit from the District programs is to relate each parcel's Assessable Square Footage to every other parcel's Assessable Square Footage. Benefit Zones: The State Law and State Constitution Article XIIID require that special assessments be levied according to the special benefit each individual parcel receives from the improvements. In order to match assessment rates to benefits, two benefit zones, in addition to a non-profit parcel assessment, have been established. The levels of appropriate service delivery within each zone were determined by analyzing current service delivery needs and projecting future needs over the term of the District in February 2015 14 s order to produce a common level of program of programs and services for each parcel and zone throughout the District. Each zone's assessment rate was calculated by determining the expense for the services provided in that area and then spreading the expenses over the total Assessable Square Footage for that Zone. Zone One is made up primarily of small parcels with small lot sizes. Zone One parcels have buildings that front on the street and tend to have more than one business within a building. Zone One's parcels are predominately occupied by small businesses and small mixed use residential. Zone One contains a high concentration of retail uses and the highest pedestrian counts. Zone One also contains non-profit service providers. Zone Two is made up entirely of the Village Faire Mall. The Mall is set back from the street, inward looking and suburban in feel. The Mall has its own economic development/business development staff. The amount of assessment for each parcel can be computed by proportionally allocating program costs amongst all parcels within the District area. The method and basis of spreading program costs varies between zones based on frequency of service, types of programs and activities proposed and the size of the zone. This results in different assessment rates for each of the two zones in the District. Non-Profit Assessments District parcels which are owned and occupied by Non-Profit service providers (non-profit parcels) do not receive special benefits from the District programs, which are designed to meet the District goals of improving the appearance of the District, increasing building occupancy and lease rates, encouraging new business development, attracting ancillary businesses and services, and increasing the economic vitality of the commercial, retail and mixed use residential uses, as do all of the other parcels within the District. These service providers provide religious and elderly care programs. Customers/clients/members of these service providers are not attracted to the providers because of District economic development/business development and marketing programs. These providers will not specially benefit from the programs provided by the District. The following parcels are defined as non-profit parcels: 203-352-18-00 203-231-01-00 203-232-15-00 203-143-01-00 203-143-02-00 203-143-06-00 203-143-07-00 204-085-01-00 Calculation of Assessments February 2015 15 The proportionate special benefit derived by each identified parcel shall be determined in relationship to the entirety of benefit provided by the services. The proposed services are narrowly defined to confer a particular and distinct benefit to the parcels within the district. The services do not confer general benefits on the community as a whole, like general City services. Each of the parcels in the district participates in the tangible benefits from the parcel-specific safety, economic development/business development and marketing/communication programs. Due to the proportionate special benefits received by these individual parcels from the District services, these parcels will be assessed a rate which is proportionate to the amount of special benefits received. Only special benefits are assessable and these benefits must be separated from any general benefits. The Engineer's report will calculate the percent of general benefit, if any, from the programs provided by the District. Assessment revenue cannot be used to pay for general benefits. The final assessable District budget will be calculated using the percent of general benefit, if any. The final assessable budget may be less than currently stated in this management plan. The final assessable budget will not exceed the budget stated in this management plan. (See the Engineer's Report for discussion of general and special benefits.) The preceding methodology is applied to a database that has been constructed by District Property Owners and its consultant team. The process for compiling the property database includes the following steps: • Property data was first obtained from the County of San Diego Assessor's Office. • Property data was also obtained from the City of Carlsbad. • The database was updated and verified by Districf s consultant. • A list of properties to be included within the District is provided in Section 7. Assessable Footage Zone One Zone Two Parcel Footage 2,861,322 154,202 Building Footage 770,200 89,820 Total Assessable Footage 3,631,522 244,022 The following chart identifies each program budget that is allocated to each zone. Programs Economic Development Marketing Communication Administration Total Zone One $70,000 $37,853.59 $60,503.92 $168,357.51 Zone Two $0 $ 2,556.41 $ 4,086.08 $ 6,642.49 Total Budget $70,000 $40,410.00 $64,590.00 $175,000.00 Zone One Zone Two Non-Profit Parcels Assessment per Assessable Square Foot $0.0464 $0.0271 $0.0 Based upon the methodology as set forth above, first year assessments are established as follows. February 2015 16 Calculation Formula: Total Assessable Square Footage X Appropriate Rate = Parcel Assessment The total of Assessable Square Footage assessment for each parcel constitutes the total assessment for that parcel. As a result of construction the District anticipates some commercial and residential developments that may change the total assessment and individual increases/decreases in assessment. Any changes will be made in accordance with policies and procedures consistent with State law. See the Engineer's Report, which is available from the Carlsbad Village office, for a complete analysis of assessment methodology. Maximum Annual Assessment Adjustments The cost of providing programs and services may vary depending on the market cost for those programs and services. Expenditures may require adjustment up or down to continue the intended level of programs and services. Assessments may be subject to annual increases not to exceed the assessment rates in the table below for any given year. Increases will be determined by the District Owners Association and will vary between 0 and 5% in any given year. Any change will be approved by the owners association board of directors and submitted to the City within its annual planning report. Pursuant to Section 36650 of the California Streets and Highways Code. The projections below illustrate a maximum 5% annual increase for all assessment rates. 2016 2017 2018 2019 2020 Zone One $0.0464 $0.0487 $0.0511 $0.0537 $0.0564 Zone Two $0.0271 $0.0284 $0.0299 $0.0314 $0.0329 Maximum Assessment Rates The cost of providing programs and services may vary depending on the market cost for those programs and services. Expenditures may require adjustment up or down to continue the intended level of programs and services.The maximum assessment rate for each year is defined in the chart above. Assessments may be reduced by action of the owners association in any given year. Assessments so reduced may increase in the following year more than the 5% cap up to the maximum rate defined for that year in the chart above. Any change will be approved by the owners association board of directors and submitted to the City within its annual planning report. Pursuant to Section 36650 ofthe California Streets and Highways Code. The cost of providing programs and services may vary depending on the market cost for those programs and services. Expenditures may require adjustment up or down to continue the intended level of programs and services. The owners association shall have the right to reallocate up to 10% of the budget allocation by line item within the budgeted categories. Any change will be approved by the owner's association board of directors and submitted to the City of Carlsbad within its annual planning February 2015 17 report, pursuant to Section 36650 of the California Streets and Highways Code. The overall budget shall remain consistent with this Management District Plan. Budget Adjustments Any annual budget surplus will be rolled into the following year's District budget. The budget will be set accordingly, within the constraints of the management plan to adjust for surpluses that are carried forward. Funds from an expired District shall be rolled over into the new District if one is established, or returned to the property owners if one is not established, in accordance with the Streets and Highways Code section 36671 If an error is discovered on a parcel's assessed footages, the District may investigate and correct the assessed footages after confirming the correction with the San Diego County Assessor Data and City of Carlsbad. The correction may result in an increase or decrease to the parcel's assessment. Non-Profit Social Service Provider Any changes to non-profit service provider's eligibility will be reviewed annually by District management and submitted to the City with the annual assessment roll update. Changes may include a Non-Profit changing to a For-Profit or a For-Profit changing to a Non-Profit. Assessment rates will change for parcels that have a change in their for-profit or non-profit ownership status. Future Development As a result of continued development, the District may experience the addition or subtraction of assessable footage for parcels included and assessed within the District boundaries. The modification of parcel improvements assessed within the District may then change upwards or downwards by the amount of total footage assessment for these parcels, pursuant to Government Code 53750, and will be prorated to the date they receive the temporary and/or permanent certificate of occupancy. In future years, the assessments for the special benefits bestowed upon the included BID parcels may change in accordance with the assessment methodology formula listed in the Management District Plan and Engineer's Report provided the assessment rate does not change. If the assessment formula changes and increases assessments, then a Proposition 218 ballot will be required for approval of the formula changes. Time and Manner for Collecting Assessments As provided by State law, the District assessment will appear as a separate line item on annual property tax bills prepared by the County of San Diego. The City of Carlsbad may direct bill the first year's assessment for all property owners and will direct bill any property owners whose special assessment does not appear on the tax rolls. The assessments shall be collected at the same time and in the same manner as for the ad valorem property tax paid to the County of San Diego. These assessments shall provide for the same lien priority and penalties for delinquent payment as is provided for the ad valorem property tax. However, assessments may be billed directly by the City for any fiscal year of operation and then by the County for subsequent years. Any delinquent assessments owed for a year for which the City billed will be added to the County property tax roll for the following year. The "property owner" means February 2015 18 any person shown as the owner/taxpayer on the last equalized assessment roll or othenA/ise known to be the owner/taxpayer by the City. Disestablishment California State Law Section 36670 provides for the disestablishment of a District. Upon the termination of this District any remaining revenues shall be transferred to the renewed District, if one is established, pursuant to Streets and Highways Code Section 36660 (b). Unexpended funds will be returned to property owners based upon each parcel's percentage contribution in the last full year assessed ifthe District is not renewed. Bond Issuance The District will not issue Bonds. Public Property Assessments The Carlsbad Village PBID will provide all the improvements and activities, including communication, to the City of Carlsbad or any other government-owned parcels within the PBID boundary. All publicly-owned parcels will pay their proportional share of costs based on the special benefits conferred to those individual parcels. The special benefit to government assessed parcels from these services is an increase in District customers, and an increased likelihood of attracting and retaining businesses and investment. Publicly-owned parcels will receive special benefit in the form of increased use of the public facilities and increased ridership of transit options including rail service, which directly relates to fulfilling their public service mission. See Engineers Report page 12 for publicly owned parcels' special benefit designation. Article XIII D of the California Constitution was added in November of 1996 to provide for these assessments. It specifically states in Section 4(a) that "Parcels within a district that are owned or used by any agency...shall not be exempt from assessment unless the agency can demonstrate by clear and convincing evidence that those publicly owned parcels in fact receive no special benefit." Below is a list of the publicly-owned parcels and their respective assessments. APN Address Owner Lot sq ft Building sq ft Lot sq ft Assessment Percent 203-142-04-00 258 BEECH AV CITY OF CARLSBAD 91,476 0 91,476.00 $ 4,241.62 2.42% 203-294-02-00 2829 STATE ST CITY OF CARLSBAD 2718 1800 4,518.00 S 209.49 0.12% 203-294-03-00 2833 STATE ST CITY OF CARLSBAD 2423 0 2,423.00 $ 112.35 0.06% 203-294-04-00 CITY OF CARLSBAD 2492 0 2,492.00 s 115.55 0.07% 203-294-05-00 CITY OF CARLSBAD 2629 0 2,629.00 $ 121.90 0.07% 203-294-06-00 2897 STATE ST CITY OF CARLSBAD 4946 0 4,946.00 $ 229.34 0.13% 203-295-01-01 2787 STATE ST CITY OF CARLSBAD 9861 8500 18,361.00 $ 851.37 0.49% 203-296-06-00 3045 STATE ST CITYOFCARLSBAD 16173 0 16,173.00 s 749.92 0.43% 203-304-02-00 2922 ROOSEVELT ST CITY OF CARLSBAD 6870 0 6,870.00 $ 318.55 0.18% 203-304-03-00 CITY OF CARLSBAD 3489 0 3,489.00 $ 161.78 0.09% 203-304-04-00 CITY OF CARLSBAD 3396 0 3,396.00 $ 157.47 0.09% 203-304-05-00 2936 ROOSEVELT ST CITY OF CARLSBAD 7258 0 7,258.00 $ 336.54 0.19% 203-304-09-00 2992 ROOSEVELT ST CITY OF CARLSBAD 10924 0 10,924.00 $ 506.53 0.29% 203-304-20-00 2970 ROOSEVELT ST CITY OF CARLSBAD 6781 0 6,781.00 $ 314.43 0.18% 204-010-05-00 CITY OF CARLSBAD 37026 0 37,026.00 $ 1,716.85 0.98% February 2015 19 ..JL.I- 204-010-06-00 CITY OF CARLSBAD 3000 0 3,000.00 $ 139.11 0.08% 203-054-13-00 2647 STATE ST NORTH SAN DIEGOCOUNTY TRANSIT DEVELOPMENT BOARD 5,232 0 5,232.00 S 242.60 0.14% 203-296-09-00 State St North San Diego County Transit Development Board 294,902 0 294,902.00 S 13,674.20 7.81% 204-010-14-00 NORTH SAN DIEGO COUNTY TRANSIT DEVELOPIVIENT BOARD 76230 0 76,230.00 $ 3,534.68 2.02% 204-010-15-00 NORTH SAN DIEGO COUNTY TRANSIT DEVELOPMENT BOARD 76230 0 76,230.00 $ 3,534.68 2.02% 203-054-04-00 SAN DIEGO GAS&ELECTRIC CO 5923 0 5,923.00 $ 274.64 0.16% 203-250-15-00 STATE OF CALIFORNIA 15005 0 15,005.00 $ 695.76 0.40% Section 5 District Rules and Regulations Pursuant to the Property and Business Improvement law of 1994, as amended, a business improvement district may establish rules and regulations that uniquely apply to the District. The District has adopted the following rules: • Competitive Procurement Process The Owner's Association shall develop a policy for competitive bidding when purchasing substantial amounts of services, products and/or equipment. The policy will aim to maximize service, quality, efficiency and cost effectiveness. • Treatment of Residential Housing In accordance with Section 36632 (c) of the California Streets and Highways Code, properties zoned solely for residential or agricultural use are conclusively presumed not to receive special benefit from the improvements and service funded through the assessments of the District and are not subject to any assessment pursuant to Section 36632 (c). Therefore, properties zoned solely for residential or agricultural use within the boundaries of the District, if any, will not be assessed. The District does not contain parcels that are zoned solely for residential or agricultural use. • Renewal/Establishment District funds may be used for establishing and renewing the District. Section 6 Implementation Timetable The Carlsbad Village Business Improvement District is expected to be established and begin implementation of the Management District Plan in the first quarter of 2016. Consistent with State law the Carlsbad Village Business Improvement District will have a five-year life through December 31, 2020. February 2015 20 ^91 Section 7 Parcel Roll APN Site Address OwnerName Lot Bldg Total Assessment % 155-200-08-00 CITY OF CARLSBAD 39,204 0 $1,817.84 1,04% 203-142-04-00 258 BEECH AV CITY OF CARLSBAD 91,476 0 $4,241.62 2,42% 203-294-02-00 2829 STATE ST CITY OF CARLSBAD 2718 1800 $209.49 0.12% 203-294-03-00 2833 STATE ST CITY OF CARLSBAD 2423 0 $112,35 0.06% 203-294-04-00 CITY OF CARLSBAD 2492 0 $115.55 0,07% 203-294-05-00 CITY OF CARLSBAD 2629 0 $121.90 0,07% 203-294-06-00 2897 STATE ST CITY OF CARLSBAD 4946 0 $229.34 0.13% 203-295-01-01 2787 STATE ST CITY OF CARLSBAD 9861 8500 $851.37 0.49% 203-296-06-00 3045 STATE ST CITY OF CARLSBAD 16173 0 $749.92 0.43% 203-304-02-00 2922 ROOSEVELT ST CITY OF CARLSBAD 6870 0 $318.55 0.18% 203-304-03-00 CITY OF CARLSBAD 3489 0 $161.78 0.09% 203-304-04-00 CITY OF CARLSBAD 3396 0 $157.47 0,09% 203-304-05-00 2936 ROOSEVELT ST CITY OF CARLSBAD 7258 0 $336.54 0.19% 203-304-09-00 2992 ROOSEVELT ST CITY OF CARLSBAD 10924 0 $506.53 0.29% 203-304-20-00 2970 ROOSEVELT ST CITY OF CARLSBAD 6781 0 $314.43 0,18% 204-010-05-00 CITY OF CARLSBAD 37026 0 $1,716.85 0,98% 204-010-06-00 CITY OF CARLSBAD 3000 0 $139.11 0,08% Total $12,100.64 6.91% 203-054-13-00 2647 STATE ST NORTH SAN DIEGO COUNTY TRANSIT DEVELOPIVIENT BOARD 5,232 0 $242.60 0.14% 203-296-09-00 NORTH SAN DIEGO COUNTY TRANSIT DEVELOPMENT BOARD 294,902 0 $13,674.20 7.81% 204-010-14-00 NORTH SAN DIEGO COUNTY TRANSIT DEVELOPMENT BOARD 76230 0 $3,534.68 2,02% 204-010-15-00 NORTH SAN DIEGO COUNTY TRANSIT DEVELOPMENT BOARD 76230 0 $3,534.68 2,02% Total $20,986.17 11.99% 203-054-04-00 SAN DIEGO GAS&ELECTRIC CO 5923 0 $274.64 0,16% Total $274.64 0.16% 203-250-15-00 STATE OF CAUFORNIA 15005 0 $695.76 0,40% Total $695.76 0.40% Total All Government Parcels $34,057.21 19.46% February 2015 APN Site Address Lot Bldg Total Assessment % 155-200-04-00 2333 STATE ST 43124 11220 $2,519.86 1,44% 155-200-07-00 2531 STATE ST 16872 5670 $1,045.24 0.60% 155-200-10-00 2501 STATE ST 22651 7912 $1,417.16 0.81% 155-221-11-00 550 LAGUNA DR 36,590 4350 $1,898.33 1,08% 203-054-01-00 2763 STATE ST 10751 893 $539.92 0,31% 203-054-03-00 2725 STATE ST 10645 6775 $807,74 0,46% 203-054-07-00 2685 STATE ST 6444 0 $298,80 0,17% 203-054-10-00 2663 STATE ST 5502 1800 $338,58 0,19% 21 203-054-14-00 2639 STATE ST 5447 724 $286.14 0,16% 203-054-16-00 2633 STATE ST 5127 960 $282,25 0,16% 203-054-17-00 2627 STATE ST 6996 2500 $440,32 0,25% 203-054-18-00 2615 STATE ST 20277 3150 $1,086,28 0,62% 203-054-19-00 2589 STATE ST 21700 5952 $1,282,19 0,73% 203-054-20-00 2577 STATE ST 10890 2808 $635,16 0.36% 203-054-21-00 2551 STATE ST 11050 6208 $800,23 0,46% 203-054-22-00 2541 STATE ST 21780 6920 $1,330.78 0,76% 203-054-24-00 2739 STATE ST 10892 4024 $691,63 0,40% 203-054-25-00 2677 STATE ST 6534 3185 $450,66 0,26% 203-054-26-00 2659 STATE ST 5662 6660 $571.35 0,33% 203-054-27-00 2691 STATE ST 15602 4078 $912.53 0,52% 203-101-01-00 2676 STATE ST 13434 4200 $817,66 0,47% 203-101-03-00 2680 STATE ST 6480 2687 $425,06 0,24% 203-101-04-00 2690 STATE ST 10358 2700 $605.48 0,35% 203-101-11-00 2730 STATE ST 9558 2656 $566.35 0.32% 203-101-12-00 2747 ROOSEVELT ST 9346 1920 $522,39 0,30% 203-101-15-00 2698 STATE ST 9246 2525 $545.81 0,31% 203-101-16-00 2700 STATE ST 10205 6204 $760,86 0.43% 203-101-19-00 2656 STATE ST 7989 4200 $565,19 0.32% 203-101-20-00 2646 STATE ST 10455 560 $510.75 0,29% 203-101-22-00 2631 ROOSEVELT ST 40634 0 $1,884,14 1.08% 203-101-24-00 2608 STATE ST 20570 1932 $1,043,39 0.60% 203-101-25-00 2586 STATE ST 9831 9424 $892,83 0,51% 203-101-28-00 2568 STATE ST 10660 3300 $647,31 0.37% 203-101-29-00 2564 STATE ST 40511 15168 $2,581,76 1.48% 203-101-31-00 2548 STATE ST 8586 2981 $536.35 0,31% 203-101-34-00 2727 ROOSEVELT ST 8168 9000 $796,06 0,45% 203-144-03-00 Ocean St, 27,007 0 $1,252,28 0,72% 203-144-04-00 Ocean St, 9230 0 $427.98 0,24% 203-144-05-00 Ocean St, 4762 0 $220,81 0,13% 203-144-06-00 Ocean St, 4750 0 $220,25 0,13% 203-144-07-00 Ocean St, 4738 0 $219.69 0,13% 203-144-08-00 Garfield St, 27878 0 $1,292,66 0.74% 203-172-27-11 2744 CARLSBAD BL 1545,7 853 $111,22 0.06% 203-172-27-12 2744 CARLSBAD BL 1545.7 868 $111.92 0,06% 203-172-27-13 2744 CARLSBAD BL 1545,7 868 $111.92 0,06% 203-172-27-14 2744 CARLSBAD BL 1545,7 868 $111.92 0,06% 203-172-27-15 2744 CARLSBAD BL 1545.7 868 $111.92 0,06% 203-172-27-16 1545,7 868 $111.92 0,06% 203-172-27-17 2744 CARLSBAD BL 1545.7 868 $111.92 0,06% 203-172-27-18 2744 CARLSBAD BL 1545,7 868 $111.92 0.06% 203-172-27-19 2744 CARLSBAD BL 1545.7 868 $111,92 0,06% 203-172-27-20 2744 CARLSBAD BL 1545,7 868 $111.92 0,06% 203-172-28-00 2780 CARLSBAD BL 5497 1104 $306,08 0,17% 203-173-01-00 2802 CARLSBAD BL 7378 2600 $462,67 0,26% 203-173-02-00 12518 0 $580,44 0,33% 203-173-03-00 381 CHRISTIANSEN WY 6951 2292 $428.59 0,24% 203-173-04-00 390 GRAND AV 8206 4950 $610,03 0,35% 203-173-05-00 300 CARLSBAD VILLAGE DR 10726 0 $497,35 0,28% 203-173-06-00 2491 0 $115,50 0,07% February 2015 22 203-173-08-00 300 CARLSBAD VILLAGE DR 14221 0 $659.41 0.38% 203-173-08-00 300 CARLSBAD VILLAGEDR 14221 0 $659.41 0,38% 203-173-09-00 2858 CARLSBAD BL 18060 4000 $1,022.89 0,58% 203-173-12-00 370 GRAND AV 4699 3916 $399.47 0,23% 203-173-13-00 1837 0 $85.18 0.05% 203-174-01-00 2906 CARLSBAD BL 5227 4000 $427.84 0,24% 203-174-03-00 1370 0 $63,53 0,04% 203-174-04-00 2924 CARLSBAD BL 2542 1269 $176,71 0,10% 203-174-05-00 1251 0 $58.01 0,03% 203-174-06-00 2978 CARLSBAD BL 77972 19820 $2,649,48 1,51% 203-174-07-00 300 CARLSBAD VILLAGE DR 76230 70000 $3,961,81 2,26% 203-175-01-00 3016 CARLSBAD BL 12073 1060 $608,96 0,35% 203-175-02-00 3040 CARLSBAD BL 7182 3700 $504,58 0,29% 203-175-03-00 325 CARLSBAD VILLAGEDR 19750 12650 $1,502.34 0,86% 203-175-04-00 355 CARLSBAD VILLAGE DR 9892 4256 $656,02 0,37% 203-175-05-00 363 CARLSBAD VILLAGE DR 9965 792 $498,79 0.29% 203-175-06-00 377 CARLSBAD VILLAGE DR 9896 2600 $579,42 0,33% 203-175-07-01 395 CARLSBAD VILLAGE DR 10708 2448 $610.03 0,35% 203-181-03-00 2780 STATE ST 4444 2160 $306,22 0,17% 203-181-04-00 2802 STATE ST 13717 3820 $813,17 0,46% 203-181-05-00 2808 STATE ST 6699 6500 $612,02 0,35% 203-181-07-00 2801 ROOSEVELT ST 10209 3400 $631,03 0,36% 203-181-08-00 2785 ROOSEVELT ST 9381 2015 $528.42 0,30% 203-181-09-00 2777 ROOSEVELT ST 9428 1030 $484.92 0,28% 203-181-10-00 2775 ROOSEVELT ST 10336 2500 $595.19 0,34% 203-181-12-00 2805 ROOSEVELT ST 25265 6740 $1,484,03 0.85% 203-181-13-00 2836 STATE ST 15102 9760 $1,152,82 0.66% 203-181-16-00 9545 0 $442,59 0.25% 203-181-19-00 2742 STATE ST 30492 14630 $2,092.25 1,20% 203-182-04-00 2804 ROOSEVELT ST 107158 36655 $6,668.41 3,81% 203-182-08-00 2772 ROOSEVELT ST 63598 16875 $3,731.42 2.13% 203-232-03-00 2935 CARLSBAD BL 6027 0 $279,46 0.16% 203-232-04-00 2939 CARLSBAD BL 22552 9075 $1,466.50 0.84% 203-232-05-00 2968 GARFIELD ST 8284 896 $425.66 0,24% 203-232-08-00 2975 CARLSBAD BL 7828 1650 $439,48 0,25% 203-232-09-00 276 CARLSBAD VILLAGE DR 2179 852 $140,54 0,08% 203-232-13-00 15192 0 $704,43 0,40% 203-232-16-00 264 CARLSBAD VILLAGE DR 10018 3962 $648.23 0,37% 203-233-03-00 2950 Ocean St. 55757 25734 $3,778.63 2.16% 203-250-06-00 201 OAK AV 14500 6000 $950,56 0,54% 203-250-16-00 3179 CARLSBAD BL 5793 1500 $338.17 0,19% 203-250-17-00 3145 CARLSBAD BL 12000 9656 $1,004,16 0,57% 203-250-21-00 3150 OCEAN ST 15894 10,232 $1,211,43 0.69% 203-250-22-00 3100 OCEAN ST 8092 10,113 $844,14 0,48% 203-250-25-00 3180 CARLSBAD BL 30928 20705 $2,394,15 1,37% 203-250-26-00 3136 CARLSBAD BL 30056 11914 $1,946.09 1,11% 203-250-29-00 3056 CARLSBAD BL 10367 3271 $632.38 0,36% 203-252-04-00 3045 CARLSBAD BL 60548 36713 $4,509.86 2,58% 203-252-06-00 3001 CARLSBAD BL 8488 10591 $884.67 0,51% 203-261-01-00 3076 CARLSBAD BL 3715 3000 $311,37 0.18% 203-261-03-00 354 OAK AV 14998 1132 $747,93 0.43% February 2015 23 203-261-07-00 390 OAK AV 29185 0 $1,353.27 0,77% 203-291-01-00 570 GRAND AV 9205 6260 $717,09 0.41% 203-291-02-00 558 GRAND AV 4883 3600 $393,35 0,22% 203-291-03-00 510 GRAND AV 13523 9635 $1,073,80 0,61% 203-292-01-00 2998 STATE ST 10971 7328 $848,50 0,48% 203-292-02-00 2978 STATE ST 3325 1500 $223,73 0,13% 203-292-04-00 2956 STATE ST 3849 609 $206,71 0,12% 203-292-05-00 2946 STATE ST 7000 3150 $470,64 0,27% 203-292-06-00 2940 STATE ST 3260 4600 $364,46 0.21% 203-292-07-00 2916 STATE ST 10514 6000 $765,73 0.44% 203-292-08-00 2906 STATE ST 7363 1600 $415,60 0,24% 203-292-09-00 555 GRAND AV 6915 4600 $533,93 0.31% 203-292-10-00 2921 ROOSEVELT ST 6706 1200 $366,59 0,21% 203-292-11-00 2933 ROOSEVELT ST 6996 2990 $463,04 0,26% 203-292-18-00 570 CARLSBAD VILLAGE DR 6750 3632 $481,40 0.28% 203-292-21-00 2965 ROOSEVELT ST 17425 6065 $1,089,20 0.62% 203-292-22-00 560 CARLSBAD VILLAGE DR 1972 22221 $1,121,80 0.64% 203-292-23-00 2972 STATE ST 1600 $74.19 0,04% 203-292-24-00 2966 STATE ST 1600 $74,19 0.04% 203-292-25-00 2960 STATE ST 9811 1152 $508,34 0.29% 203-293-01-00 2907 STATE ST 5000 8700 $635.25 0.36% 203-293-04-00 2947 STATE ST 7315 4825 $562.92 0,32% 203-293-05-00 2959 STATE ST 6935 7967 $690,99 0,39% 203-293-06-00 430 CARLSBAD VILLAGE DR 7219 0 $334.74 0,19% 203-293-08-00 2943 STATE ST 7327 5368 $588.65 0,34% 203-293-09-00 2913 STATE ST 1269 6300 $350.96 0,20% 203-293-10-00 2917 STATE ST 34848 5126 $1,853.54 1,06% 203-294-01-00 2825 STATE ST 5218 5000 $473.79 0,27% 203-296-05-00 3095 STATE ST 5200 2520 $357,97 0,20% 203-296-07-00 417 CARLSBAD VILLAGE DR 6996 3402 $482.14 0,28% 203-296-08-00 425 CARLSBAD VILLAGE DR 11244 8360 $909,01 0,52% 203-296-11-00 3087 STATE ST 9702 2400 $561,15 0,32% 203-297-01-00 539 CARLSBAD VILLAGE DR 7216 5322 $581.37 0,33% 203-297-02-00 525 CARLSBAD VILLAGE DR 7000 3434 $483,81 0,28% 203-297-03-00 505 CARLSBAD VILLAGE DR 7173 3500 $494,89 0,28% 203-297-04-00 3044 STATE ST 12199 3268 $717,18 0,41% 203-297-05-00 3060 STATE ST 6223 900 $330.28 0,19% 203-297-06-00 3068 STATE ST 6011 1556 $350.87 0,20% 203-297-08-00 3080 STATE ST 6009 1600 $352,82 0,20% 203-297-09-00 542 OAK AV 6007 610 $306.82 0,18% 203-301-05-00 640 GRAND AV 32670 17160 $2,310.55 1,32% 203-303-21-00 725 GRAND AV 14210 6656 $967,53 0,55% 203-303-24-00 2958 MADISON ST 20884 7350 $1,309.17 0,75% 203-303-26-00 710 CARLSBAD VILLAGE DR 20803 3528 $1,128,20 0.64% 203-304-01-00 645 GRAND AV 7182 2818 $463,69 0,26% 203-304-16-00 2945 MADISON ST 7074 914 $370.39 0,21% 203-304-17-00 2937 MADISON ST 6864 0 $318,27 0,18% 203-304-18-00 6984 0 $323,84 0,19% 203-304-19-00 699 GRAND AV 7051 5676 $590.13 0,34% 203-304-26-00 660 CARLSBAD VILLAGE DR 8546 5402 $646,75 0,37% 203-304-27-00 2956 ROOSEVELT ST 3484 2000 $254,29 0,15% February 2015 24 203-304-29-00 690 CARLSBAD VILLAGE DR 4996 5367 $480,52 0.27% 203-304-30-00 2963 MADISON ST 7556 1600 $424.55 0,24% 203-304-31-00 7668 0 $355.55 0,20% 203-305-09-00 3096 ROOSEVELT ST 7070 1450 $395,06 0,23% 203-305-13-00 675 CARLSBAD VILLAGE DR 17229 6400 $1,095,64 0,63% 203-305-15-00 645 CARLSBAD VILLAGE DR 24394 5786 $1,399.41 0,80% 203-305-16-00 3060 ROOSEVELT ST 24394 580 $1,158,01 0.66% 203-306-01-00 561 CARLSBAD VILLAGE DR 4500 1276 $267,83 0.15% 203-306-02-00 571 CARLSBAD VILLAGE DR 5893 4500 $481,91 0.28% 203-306-06-00 3045 ROOSEVELT ST 3429 2890 $293.00 0,17% 203-306-07-00 3361 0 $155.84 0,09% 203-306-08-00 3055 ROOSEVELT ST 6776 504 $337.56 0.19% 203-306-09-00 3067 ROOSEVELT ST 6923 1056 $369,98 0,21% 203-306-10-00 3085 ROOSEVELT ST 6994 960 $368,82 0,21% 203-306-11-00 3091 ROOSEVELT ST 6854 1846 $403,41 0,23% 203-306-12-00 3025 ROOSEVELT ST 10291 0 $477,18 0,27% 203-351-18-00 745 CARLSBAD VILLAGE DR 20844 1972 $1,057,95 0,60% 204-010-16-00 505 OAK AV 12367 3520 $736,66 0.42% 204-084-13-00 3138 ROOSEVELT ST 6818 8160 $694,51 0,40% 204-084-14-00 3759 0 $174,30 0.10% 204-084-15-00 3482 0 $161.46 0,09% 204-084-16-00 3110 ROOSEVELT ST 10380 2400 $592.59 0,34% Total Non-Govt Parcels $140,942.79 80,54% Total Govt Parcels $34,057,21 19,46% Total All Parcels $175,000.00 100.00% February 2015 25 (igliiliii lijiiLi-ij—L-i^. NV300 Duavd © 31 PETITION TO ESTABLISH THE CARLSBAD VILLAGE PROPERTY BASED BUSINESS IMPROVEMENT DISTRICT PURSUANT TO (SECTION 36600 ET. SEQ OF THE CALIFORNIA STREETS AND HIGHWAYS CODE) LEGAL OWNER: CITY OF CARLSBAD APN NUMBER SITE ADDRESS ANNUAL ASSESSMENT AMOUNT PERCENTAGE 1552000800 No Site Address $1,817.84 1.04% 2031420400 258 BEECH AV $4,241.62 2.42% 2032940200 2829 STATE ST $209.49 0.12% 2032940300 2833 STATE ST $112.35 0.06% 2032940400 No Site Address $115.55 0.07% 2032940500 No Site Address $121.90 0.07% 2032940600 2897 STATE ST $229.34 0.13% 2032950101 2787 STATE ST $851.37 0.49% 2032960600 3045 STATE ST $749.92 0.43% 2033040200 2922 ROOSEVELT ST $318.55 0.18% 2033040300 No Site Address $161.78 0.09% 2033040400 No Site Address $157.47 0.09% 2033040500 2936 ROOSEVELT ST $336.54 0.19% 2033040900 2992 ROOSEVELT ST $506.53 0.29% 2033042000 2970 ROOSEVELT ST $314.43 0.18% 2040100500 No Site Address $1,716.85 0.98% 2040100600 No Site Address $139.11 0.08% TOTALS $12,100.64 6.91% \ YES, I want my property(ies) to be included in this Business Improvement District. Property Owner's Name (Please Print or Type) Property Owner's OR Duly Authorized Representative's Signature Title (Please Print or Type) Date City of Carlsbad Steven R. Sarkozy City Manager March 11, 2015 STATEMENT OF AUTHORITY TO SIGN THIS PETITION - {Must be completed by petition signer) I, <;tpvf>n R. Sarkozy hereby certify (or declare) under penalty of perjury under the laws of the PRINT NAMtCLtARLY State of California that I am legally authorized as owner, or legal representative of owner, to accept the levy of liens (assessment amounts) on the property(ies) listed above. This statement is true, correct, and complete to the best of my knowledge as of 03 / 11 /2015 Petitioner Signatu MONTH NOTE: ALL FIELDS MUST BE COMPLETED. PETITIONS WITH EMPTY FIELDS WILL BE REJECTED. Please Return To: Urban Place Consulting Group clo Benchmark Pacific 550 Laguna Dr. Suite B Carlsbad, CA 92008 ashley@urbanplaceconsulting.com Carlsbad Village Property-based Business Improvement District Kathy Dodson Assistant City Manager March 10, 2015 Carlsbad Village PBID A property-based business improvement district is a private sector initiative to manage and improve the environment of a business district with services financed by a self-imposed and self-governed assessment. Carlsbad Village PBID Carlsbad Village PBID process: •Petitions for establishing a district sent to 131 property owners (205 parcels) •If petition drive succeeds (50% + $1 of assessment value) then ballots mailed to property owners •If ballot drive succeeds (50% + $1 of assessment value) council approves district Carlsbad Village PBID Assessment methodology •Assessable square footage = building square footage plus land square footage •Assessment rate = district budget divided by total district assessable footage PBID term is five years Carlsbad Village PBID PBID Management Plan Budget •Assessment Revenue is expected to be $175,000 and will be spent in the following areas: –Business/Economic Development -$70,000 –Marketing/Communications -$40,410 –Administration and Advocacy -$64,590 Recommendation City Council approve authorizing the City Manager to sign the formation petition on behalf of the City of Carlsbad as a property owner in Carlsbad Village. The City’s assessment is expected to be $12,100 in year one.