HomeMy WebLinkAbout2015-06-09; City Council; 21978; Proceedings Street Lighting, Landscapint District 1 2015-16AB# 21,978
DATE 6/09/15
DEPT. ASD/FIN
CITY OF CARLSBAD-AGENDA BILL
INITIATING PROCEEDINGS FOR STREET LIGHTING AND
lANDSCAPING DISTRICT NO.2 FOR FISCAl YEAR 2015-16
RECOMMENDED ACTION:
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Adopt Resolution No. 2015-132 initiating proceedings and ordering the preparation of an
Engineer's Report for Street lighting and landscaping District No. 2, a Special Assessment District.
Adopt Resolution No. 2015-133 approving the Preliminary Engineer's Report for Street lighting
and landscaping District No.2 for Fiscal Year 2015-16.
Adopt Resolution No. 2015-134
District No. 2 for July 14, 2015.
setting a public hearing for Street lighting and Landscaping
ITEM EXPLANATION:
This agenda bill is requesting City Council's approval of three resolutions necessary to begin processing
the city's Street lighting and landscaping District No. 2 for Fiscal Year 2015-16 in compliance with the
procedures of the California Streets and Highways Code.
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 other
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 13 zones in District No. 2, including
Calavera Hills II, Kelly Ranch, the Oaks South, Thomp·son/Tabata, 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. City staff is currently in the process
of annexing a new zone in District No. 2 for the Quarry Creek development.
Fiscal Year 2015-16 District No. 2 Processing:
In each of the 13 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, 10 zones have
a portion of their improvements maintained by their homeowners association (HOA). The calculated cost
of maintaining any improvement that will be borne by an HOA has been subtracted from the maximum
DEPARTMENT CONTACT: Roxanne Muhlmeister 760-602-2417 roxanne.muhlmeister@carlsbadca.gov
FOR CLERK USE. )( COUNCIL ACTION: APPROVED CONTINUED TO DATE SPECIFIC D
DENIED D CONTINUED TO DATE UNKNOWN D
CONTINUED D RETURNED TO STAFF D
WITHDRAWN D OTHER-SEE MINUTES D
AMENDED D REPORT RECEIVED 0
Initia ting Proceedings for LLD #2
6/09/2015
Page2 of3
annual assessment in order to determine the actual annual assessment. The maximum assessments can
increase by the increase in the Consumer Price Index (CPI) on an annual basis. The change in the San
Diego County CPI from January 2014 to January 2015 was 1.3% and is reflected in the maximum
assessment rates for 2015-16.
The actual annual assessment is the amount that will be charged to each property owner on his or her
annual property tax statement. If, at any point in the future the city determines that the HOA is not
maintaining the improvements to the city's standard, the city has the ability to assume the maintenance
of the improvements and charge the property owner up to the maximum annual assessment. This would
be done in order for the city to recover its costs of maintaining the improvements.
As shown in the table below, the actual assessment rates for a single-family residential parcel per year
range from a low of $4.23 per parcel to a high of $174.56 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.
#F
Development
MJb
Calavera Hills II
Kelly Ranch
The Oaks South
Thompson/ Tabata
Palomar
Forum/Carlsbad
Raceway
Bressi Ranch
La Costa Greens
La Costa Ridge
Oaks North
Industrial
Robertson Ranch
(East Village)
Oaks North
Residential
ASSESSMENT SUMMARY FOR THE AVERAGE
ANNUAL SINGLE-FAMILY PARCEL
> Actual Proposed M:" &
Annual Annual xplanatio 'pbsed Increase to Current
~s~~~jpe~.t'i!:;;· Assess111~H~ :)i l~!yJ;: . sessment Rates for Fiscal Year 2015-16
, Rate (1S:.lG) ;v ,.,,.., ,.·;, ;::y -~:: Rate (14-1~) ?:IT
$107.45 $118.15 Increase due to higher median maintenance and
lighting maintenance and energy costs.
$107.65 $119.12 Increase due to higher median maintenance and
lighting maintenance and energy costs.
$3.90 $4.23 Increase due to higher lighting maintenance and
energy costs.
$134.13 $147.89 Increase due to higher median maintenance and
lighting maintenance and energy costs.
Increase due to higher median maintenance and $90.11 $100.68 lighting maintenance and energy costs.
$48.22 $54.03 Increase due to higher median maintenance and
lighting maintenance and energy costs.
$44.04 $49.24 Increase due to higher median maintenance and
lighting maintenance and energy costs.
$24.72 $27.76 Increase due to higher median maintenance and
lighting maintenance and energy costs.
$50.25 $54.07 Increase due to higher median maintenance and
tree maintenance costs.
$154.79 $174.56 Increase due to higher median maintenance and
lighting maintenance and energy costs.
$7.25 $7.86 Increase due to higher lighting maintenance and
energy costs.
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Initiating Proceedings for LLD #2
6/09/2015
Page3 of3
ANNUAL ASSESSMENT SUMMARY FOR THE
AVERAGE SINGLE-FAMILY PARCEL {CONTINUED)
Developme~t':
La Costa Town
Square
Fair Oaks Valley
$147.56
$0.00
$155.79
$0.00
Increase due to higher median maintenance and
tree maintenance costs .
No assessment, HOA is currently maintaining all
improvements.
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 July 14, 2015.
FISCAL IMPACT:
The Fiscal Year 2015-16 Street Lighting and Landscaping District No. 2 total assessments for the 13 zones
are projected to be $593,765. 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. Of the total projected Fiscal Year 2015-16
assessments, $305,513 will be spent on maintenance operations and $288,252 will be set aside for future
replacement of improvements.
ENVIRONMENTAL IMPACT:
Pursuant to Public Resources Code Section 21065, this action does not constitute a "project" within the
meaning of CEQA in that it has no potential to cause either a direct physical change in the environment,
or a reasonably foreseeable indirect physical change in the environment, and therefore does not require
environmental review.
EXHIBiTS:
1. Resolution No. 2015-132 ordering the preparation of an Engineer's Report for Lighting
and Landscaping District No. 2 for Fiscal Year 2015-16.
2. Preliminary Engineer's Report for Lighting and Landscaping District No. 2.
3. Resolution No. 2015-133 approving the Preliminary Engineer's Report for Lighting and
Landscaping District No.2 for Fiscal Year 2015-16.
4. Resolution No. 2015-134 setting a public hearing for Lighting and Landscaping District No.
2 for July 14, 2015.
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RESOLUTION NO. 2015-132
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 LIGHTING AND LANDSCAPING DISTRICT
NO.2, A SPECIAL ASSESSMENT DISTRICT
EXHIBIT 1
WHEREAS, the City Council of the 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 of the State Streets and Highways Code, commencing with Section 22500L
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 of the Carlifornia
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
(
111mprovements"L within the Assessment District.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Carlsbad, California
as follows:
1. That the above recitations are true and correct.
2. That the public interest and convenience requires, and it is the 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
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maintenance of certain street lighting improvements, street trees, and median
landscaping improvements, as set forth and described in the Preliminary
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 within the Assessment District are
described as follows: 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.
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;
B. A diagram for the Assessment District, showing the area and properties
proposed to be assessed;
C. An estimate of the cost of the maintenance and/or servicing of the
Improvements for the Assessment District for the Fiscal Year 2015-16;
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.
4. That upon completion of the Report, the original shall be filed with the City Clerk,
who shall then submit the same to the City Council for its immediate review and
consideration which is hereby ordered to be kept on file and open for public
inspection in the Office of the City Clerk.
That the Report shall include all costs and expenses of said maintenance and/or
servicing relating to the fiscal year commencing July 1, 2015 and ending June 30,
2016.
1 PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council of the City
2 of Carlsbad on the gth day of June, 2015, by the following vote to wit:
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AYES: Council Members Hall, Blackburn, Schumacher, Wood, Packard.
NOES: None.
ABSENT: None.
ATTEST:
(SEAL)
Exhibit 2
DRAFT
CITY OF CARLSBAD
STREET LIGHTING AND LANDSCAPING DISTRICT NO. 2
Prepared by:
DRAFT
ANNUAL ENGINEER'S REPORT
FISCAL YEAR 2015-16
K. Dennis Klingelhofer, PE
Harris & Associates
RCE 50255 Exp. 6/30/15
Date
City of Carlsbad May 5, 2015
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report-FY 2015-16
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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Page 1
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City of Carlsbad
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report-FY 2015-16
FISCAL YEAR 2015-16
ENGINEER'S REPORT PREPARED PURSUANT
TO THE PROVISIONS OF THE
LANDSCAPING AND LIGHTING ACT OF 1972
SECTION 22500 THROUGH 22679
OF THE CALIFORNIA STREETS AND HIGHWAYS CODE,
ARTICLE XIIID OF THE CALIFORNIA CONSTITUTION, AND
THE PROPOSITION 218 OMNIBUS IMPLEMENTATION ACT
(GOVERNMENT CODE SECTION 53750 ET SEQ.)
May 5, 2015
Page 2
Pursuant to Landscaping and Lighting Act of 1972 (Part 2 of Division 15 of the Streets and
Highways Code) (the "1972 Act"), Article XIIID of the California Constitution ("Article XI liD") and
the Proposition 218 Omnibus Implementation Act (Government Code Section 53750 and
following) (the "Implementation Act" and together with the 1972 Act and Article XIIID, the
"Assessment Law") and in accordance with the Resolution of Initiation, adopted by the City
Council of the City of Carlsbad, State of California, in connection with the proceedings for:
STREET LIGHTING AND LANDSCAPING DISTRICT NO. 2
hereinafter referred to as the "Maintenance District" or "District", I, K. Dennis Klingelhofer, P.E.,
the authorized representative of Harris & Associates, the duly appointed ASSESSMENT
ENGINEER, submit herewith the "Report" consisting of five (5) parts as follows:
PART A-PLANS AND SPECIFICATIONS
Contains a description of the improvements that are to be maintained or serviced by the District.
PART B-ESTIMATE OF COST
Identifies the estimated cost of the services or maintenance to be provided by the District,
including incidental costs and expenses in connection therewith.
PART C-METHOD OF APPORTIONMENT
Describes the basis on which the costs have been apportioned to each parcel of land within the
Maintenance District, in proportion to the estimated special benefits to be received by such lots
and parcels from the improvements to be maintained and serviced.
PART D-ASSESSMENT ROLL
Identifies the maximum assessment to be levied on each lot or parcel of land within the
Maintenance District to receive special benefits from the improvements to be maintained and
serviced.
PART E-ASSESSMENT DIAGRAM
Contains a Diagram of the Maintenance District Boundaries showing the exterior boundaries of
the Maintenance District, the boundaries of any zones within the Maintenance District and the
lines and dimensions of each lot or parcel of land within the Maintenance District.
Q:\Finance\Financing Districts\LLD #2\2015-16\RPT-LLD2 15-16 Prelim rpt.docx /0
City of Carlsbad
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report-FY 2015-16
PART A
PLANS AND SPECIFICATIONS
May 5, 2015
Page 3
The improvements, which have been constructed or which may be subsequently constructed
within and adjacent to the Maintenance District and that will be serviced and maintained, and the
proposed maintenance and services are generally described as follows:
DESCRIPTION OF IMPROVEMENTS TO BE MAINTAINED AND SERVICED
The proposed improvements (collectively, the "Improvements") proposed to be maintained and
serviced are generally described as follows:
Landscaping and Appurtenant Improvements
Landscaping improvements (collectively, the "Landscaping Improvements") include but are
not limited to: landscaping, planting, shrubbery, trees, irrigation systems, hardscapes and
fixtures in public street and sidewalk rights-of-way, including medians, parkways and other
easements dedicated to the City of Carlsbad within the boundaries of the Maintenance District.
Street Lighting and Appurtenant Improvements
Street lighting improvements (collectively, the "Street Lighting Improvements") include but are
not limited to: poles, fixtures, bulbs, conduits, conductors, equipment including guys, anchors,
posts and pedestals, metering devices and appurtenant facilities as required to provide
lighting and traffic signals in public street and sidewalk rights-of-way and other easements
dedicated to the City of Carlsbad within the boundaries of the Maintenance District.
The public lighting system shall be maintained to provide adequate illumination. Electricity for
streetlights shall be furnished by San Diego Gas & Electric (SDG&E), and it shall be adequate
for the intended purpose. Rates for power shall be those authorized by the California Public
Utilities Commission.
DESCRIPTION OF MAINTENANCE AND SERVICES
Maintenance means the furnishing of services and materials for the ordinary and usual
maintenance, operation and servicing of the Landscaping Improvements and the Street Lighting
Improvements facilities and appurtenant facilities, including repair, refurbishment, removal or
replacement of all or part of any of the Landscaping Improvements and the Street Lighting
Improvements or appurtenant facilities; providing for the life, growth, health and beauty of the
Landscaping Improvements, including cultivation, irrigation, trimming, spraying, fertilizing and
treating for disease or injury; the removal of trimmings, rubbish, debris and other solid waste; and
the cleaning, sandblasting, and painting of walls and other improvements to remove or cover
graffiti.
Servicing means the furnishing of water 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 furnishing of electric current or energy, gas or other illuminating
agent for the Street Lighting Improvements, or for the lighting or operation of the Landscaping
Improvements or appurtenant facilities.
The Street Lighting Improvements shall be maintained to provide adequate illumination. Electricity
for streetlights shall be furnished by SDG&E, and it shall be adequate for the intended purpose.
Rates for power shall be those authorized by the California Public Utilities Commission.
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City of Carlsbad May 5, 2015
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report-FY 2015-16 Page4
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 Thompsonffabata Development and funds the operation and
maintenance of street lighting, street trees, and medians.
Zone 5-Encompasses the Palomar Forum Development and the Carlsbad Raceway
Development and funds the operation and maintenance of street lighting and
medians.
Zone 6 -Encompasses the Bressi Ranch Development and funds the operation and
maintenance of street lighting, street trees, and medians.
Zone 7 -Encompasses the La Costa Greens Development and funds the operation and
maintenance of street lighting, street trees, and medians.
Zone 8 -Encompasses the La Costa Ridge Development, including Village 2.6, and funds
the operation and maintenance of street lighting, street trees, and medians.
Zone 9 -Encompasses the Oaks North Business Park Development and funds the
operation and maintenance of street lighting and street trees.
Zone 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.
Zone 14-Encompasses the Quarry Creek 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 of the Improvements, are on file in the city's Transportation Department and are by
reference herein made a part of this report.
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City of Carlsbad
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report-FY 2015-16
PARTB
ESTIMATE OF COST
May 5, 2015
Page 5
The estimated costs for the operation, maintenance and servicing of the Improvements, shown
on the following page, are the estimated costs of maintenance if the Improvements were fully
maintained for Fiscal Year 2015-16. The 1972 Act provides that the total cost of the maintenance
and services, together with incidental expenses, may be financed from the assessment proceeds.
The incidental expenses may include engineering fees, legal fees, printing, mailing, postage,
publishing, and all other related costs identified with the district proceedings.
Please see Part C of this Report for a description of Equivalent Dwelling Units (EDU's) and the
apportionment formula.
The Assessment Law requires that a special fund be set-up for the revenues and expenditures of
the District. Funds raised by assessment shall be used only for the purpose as stated herein.
The city may advance funds to the District, if needed, to ensure adequate cash flow, and will be
reimbursed for any such advances upon receipt of assessments. Any surplus or deficit remaining
on June 30 must be carried over to the next fiscal year.
FY 2015-16 Budget
O&M Repl. Total Form-FY 15-16
Assessed Unit Unit O&M/Repl. ation Admin. Annual
Quantity Cost Cost Costs Costs Costs Costs
Zone 1 (Calavera Hills II)
40W Light 50 each $132.26 $168.61 $15,044 $0 $179 $15,223
* 100W Light 26 each $150.15 $150.36 $7,813 $0 $93 $7,906
**Trees 0 each $96.74 $0 $0 $0 $0
***Medians 37,558 sf $0.44 $0.50 $35,409 $0 $422 $35,831
Zone 2 (Kelly Ranch Core) $58,960
40W Light 54 each $132.26 $168.61 $16,247 $0 $193 $16,440
* 100W Light 6 each $150.15 $150.36 $1,803 $0 $21 $1,824
Medians 38,250 sf $0.44 $0.50 $36,061 $0 $429 $36,490
Zone 3 (The Oaks South) $54,754
** 100W Light 0 each $168.38 $168.61 $0 $0 $0 $0
* 100W Light 7 each $150.15 $150.36 $2,104 $0 $25 $2,129
**Trees 0 each $96.74 $0 $0 $0 $0
**Medians 0 sf $0.44 $0.50 $0 $0 $0 $0
Zone 4 (Thompson/Tabata) $2,129
40W Light 45 each $132.26 $168.61 $13,539 $0 $161 $13,700
* 100W Light 8 each $150.15 $150.36 $2,404 $0 $29 $2,433
**Trees 0 each $96.74 $0 $0 $0 $0
Medians 22,180 sf $0.44 $0.50 $20,911 $0 $249 $21,160
$37,293
*These lights are on arterial roadways, therefore the O&M and Repl. costs ha~oe been multiplied by 89.2%
(This is to account for the 10.8% General Benefit for Arterial Roadways)
FY 15-16
Annual
Cost/ EDU
$46.56/ EDU
$12.94/ EDU
$0.00 I EDU
$58.651 EDU
$36.661 EDU
$3.861 EDU
$78.60 I EDU
$0.00 I EDU
$4.231 EDU
$0.00 I EDU
$0.00 I EDU
$54.331 EDU
$9.651 EDU
$0.00 I EDU
$83.91 I EDU
** These budgets are $0 due to HOA maintenance and servicing, these lights were not part of the Lighting Retrofit project
*** Portion of total median area attributable only to Cala~oera 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 2015-16
FY 2015-16 Budget (cont'd)
O&M Repl. Total Form-
Assessed Unit Unit O&M/Repl. ation
Quantity Cost Cost Costs Costs
Zone 5 (Palomar Forum/Carlsbad Raceway)
40W Light 15 each $132.26 $168.61 $4,513 $0
**** 100W Light 4 each $168.38 $168.61 $1,348 $0
* 100W Light 14 each $150.15 $150.36 $4,207 $0
Medians 77,211 sf $0.44 $0.50 $72,792 $0
Zone 6 (Bressi Ranch)
** 100W Light 0 each $168.38 $168.61 $0 $0
**** 40W Light 25 each $132.26 $168.61 $7,522 $0
**** 100W Light 24 each $168.38 $168.61 $8,088 $0
* 100W Light 15 each $150.15 $150.36 $4,508 $0
**Trees 0 each $96.74 $0 $0
Medians 81,510 sf $0.44 $0.50 $76,845 $0
Zone 7 (La Costa Greens)
** 100W Light 0 each $168.38 $168.61 $0 $0
** Collector 100W Light 0 each $168.38 $168.61 $0 $0
* 100W Light 21 each $150.15 $150.36 $6,311 $0
** Local Trees 0 each $96.74 $0 $0
** Collector Trees 0 each $96.74 $0 $0
Medians 55,917 sf $0.44 $0.50 $52,717 $0
Zone 8 (La Costa Ridge)
Collector 100W Light 0 each $168.38 $168.61 $0 $0
* 100W Light 2 each $150.15 $150.36 $601 $0
Collector Trees 0 each $96.74 $0 $0
Medians 8,579 sf $0.44 $0.50 $8,088 $0
Zone 9 (Oaks North Business Park)
40W Light 18 each $132.26 $168.61 $5,416 $0
100W Light 17 each $168.38 $168.61 $5,729 $0
Trees 455 each $96.74 $44,017 $0
Zone 10 (Robertson Ranch)
40W Light 66 each $132.26 $168.61 $19,858 $0
* 100W Light 23 each $150.15 $150.36 $6,912 $0
**Trees 0 each $96.74 $0 $0
Medians 66,500 sf $0.44 $0.50 $62,694 $0
Zone 11 (The Oaks North Residential)
** 100W Light 0 each $168.38 $168.61 $0 $0
**Collector 100W Light 0 each $168.38 $168.61 $0 $0
* 100W Light 12 each $150.15 $150.36 $3,606 $0
**Trees 0 each $96.74 $0 $0
** Collector Trees 0 each $96.74 $0 $0
**Medians 0 sf $0.44 $0.50 $0 $0
** Collector Medians 0 sf $0.44 $0.50 $0 $0
FY 15-16
Admin. Annual
Costs Costs
$54 $4,567
$16 $1,364
$50 $4,257
$867 $73,659
$83,847
$0 $0
$90 $7,612
$96 $8,184
$54 $4,562
$0 $0
$915 $77,760
$98,118
$0 $0
$0 $0
$75 $6,386
$0 $0
$0 $0
$628 $53,345
$59,731
$0 $0
$7 $608
$0 $0
$96 $8,184
$8,792
$64 $5,480
$68 $5,797
$524 $44,541
$55,818
$236 $20,094
$82 $6,994
$0 $0
$746 $63,440
$90,528
$0 $0
$0 $0
$43 $3,649
$0 $0
$0 $0
$0 $0
$0 $0
$3,649
*These lights are on arterial roadways, therefore the O&M and Repl. costs ha~e been multiplied by 89.2%
(This is to account for the 1 0. 8% General Benefit for Arterial Roadways)
May 5, 2015
Page 6
FY 15-16
Annual
Cost/ EDU
$6.75/ EDU
$8.92/ EDU
$5.141 EDU
$88.791 EDU
$0.00 I EDU
$8.441 EDU
$9.071 EDU
$3.00 I EDU
$0.00 I EDU
$51.03 I EDU
$0.00 I EDU
$0.00 I EDU
$5.27 I EDU
$0.00 I EDU
$0.00 I EDU
$43.97 I EDU
$0.00 I EDU
$1.92 I EDU
$0.00 I EDU
$25.841 EDU
$5.311 EDU
$5.621 EDU
$43.151 EDU
$40.151 EDU
$13.051 EDU
$0.00 I EDU
$118.361 EDU
$0.00 I EDU
$0.00 I EDU
$7.861 EDU
$0.00 I EDU
$0.00 I EDU
$0.00 I EDU
$0.00 I EDU
** These budgets are $0 due to HOA maintenance and servicing, these lights were not part of the Lighting Retrofit project
*** Portion of total median area attributable only to Cala~era 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:\Finance\Financing Districts\LLD #2\2015-16\RPT-LLD2 15-16 Prelim rpt.docx li
City of Carlsbad
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report-FY 2015-16
FY 2015-16 Budget (cont'd)
O&M Rep I. Total Form-
Assessed Unit Unit O&M/Repl. ation
Quantity Cost Cost Costs Costs
Zone 12 (La Costa Town Square)
40W Light 11 each $132.26 $168.61 $3,310 $0
Collector 40W Light 7 each $132.26 $168.61 $2,106 $0
* 100W Light 7 each $150.15 $150.36 $2,104 $0
** Local Trees 0 each $96.74 $0 $0
** Collector Trees 0 each $96.74 $0 $0
** Arterial Trees 0 sf $96.74 $0 $0
Medians 34,105 sf $0.44 $0.50 $32,153 $0
Zone 13 (Fair Oaks Valley)
** 40W Light 0 each $132.26 $168.61 $0 $0
** Collector 100W Light 0 each $168.38 $168.61 $0 $0
** Local Trees 0 each $96.74 $0 $0
** Collector Trees 0 each $96.74 $0 $0
Zone 14 (Quarry Creek)
** Collector 100W Light 0 each $168.38 $168.61 $0 $0
** Collector Trees 0 each $96.74 $0 $0
Subtotal Annual Costs: $586,780 $0
FY 15-16
Admin. Annual
Costs Costs
$39 $3,349
$25 $2,131
$25 $2,129
$0 $0
$0 $0
$0 $0
$383 $32,536
$40,145
$0 $0
$0 $0
$0 $0
$0 $0
$0
$0 $0
$0 $0
$0
$6,985 I $593,7651
* These lights are on arterial roadways, therefore the O&M and Repl. costs ha~.e been multiplied by 89.2%
(This is to account for the 10.8% General Benefit for Arterial Roadways)
May 5, 2015
Page 7
FY 15-16
Annual
Cost/ EDU
$52.331 EDU
$6.541 EDU
$5.951 EDU
$0.00 I EDU
$0.00 I EDU
$0.00 I EDU
$90.97 I EDU
$0.00 I EDU
$0.00 I EDU
$0.00 I EDU
$0.00 I EDU
$0.00 I EDU
$0.00 I EDU
** These budgets are $0 due to HOA maintenance and senncing, these lights were not part of the Lighting Retrofit project
*** Portion of total median area attributable only to Cala~.era Hills II
Administrative Costs
District Formation
Annual Administration
County Le"Y Fee
Replacement Reser~.e
Fund Balance as of July 1 of Current FY
Subtotal Administrative Costs:
$0
$6,500
$485
$288,252
($288,252)
$6,985
FY 15-16 Annual Assessment $593,765
Q:\Finance\Financing Districts\LLD #2\2015-16\RPT -LLD2 15-16 Prelim rpt.docx
City of Carlsbad
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report-FY 2015-16
PARTC
METHOD OF APPORTIONMENT OF ASSESSMENT
GENERAL
May 5, 2015
PageS
The 1972 Act permits the establishment of assessment districts by cities for the purpose of
providing certain public improvements which include the construction, maintenance and servicing
of street lights, traffic signals and landscaping facilities.
Streets and Highways Code Section 22573 requires that maintenance assessments be levied
according to benefit rather than according to assessed value. This section states:
"The net amount to be assessed upon lands within an assessment district may be
apportioned by any formula or method which fairly distributes the net amount among all
assessable lots or parcels in proportion to the estimated benefits to be received by each
such lot or parcel from the improvements."
The 1972 Act permits the designation of zones of benefit within any individual assessment district
if "by reason of variations in the nature, location, and extent of the improvements, the various
areas will receive different degrees of benefit from the improvements." (Sec. 22574). Thus, the
1972 Act requires the levy of a true "assessment" rather than a "special tax."
In addition, Article XIIID and the Implementation Act requires that a parcel's assessment may not
exceed the reasonable cost for the proportional special benefit conferred on that parcel. Article
XIIID and the Implementation Act further provides that only special benefits are assessable and
the city must separate the general benefits from the special benefits. They also require that
publicly owned properties which specially benefit from the improvements be assessed.
SPECIAL BENEFIT ANALYSIS
Proper maintenance and operation of the streetlights, street trees and street medians provides
special benefit to adjacent properties by providing security, safety, and community character and
vitality.
Local Lighting.
Special Benefit. The operation, maintenance and servicing of lighting along local streets in
close proximity to certain lots or parcels provides a special benefit to such lots or parcels
by providing illumination resulting in: 1) improved security of such lots or parcels, 2)
improved ingress and egress from such lots or parcels by illuminating access after sunset,
and 3) improved nighttime visibility for the local access of emergency vehicles. Local
lighting consists of 1 00 watt lights.
Street lights on or associated with traffic signals located at arterial-to-local connectors are
considered to be 1 00% 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
0:\Finance\Financing Districts\LLD #2\2015-16\RPT -LLD2 15-16 Prelim rpt.docx /(Jl
City of Carlsbad
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report-FY 2015-16
May 5, 2015
Page9
vicinity which are adjacent to such lighting resulting in: 1) improved nighttime visibility for
the access of emergency vehicles, and 2) improved safety and traffic circulation to and
from parcels. Arterial lighting consists of 200 watt lights; however, special benefit is
assigned consistent with local lighting wattage.
General Benefit. The city recognizes that a portion of the maintenance, operation and
servicing of those Street Lighting Improvements that are a part of the city's arterial lighting
improvements provide a general benefit to the public at large, which equates to the higher
level of lighting required on arterial roads.
The general benefits associated with Arterial Lighting are attributable to the higher level
of lighting required for an arterial roadway. That higher level of lighting provides a measure
of safety for the additional width of the street. Local and collector roadways require only
9,500 lumen lights (typically 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
streetlights currently in the city by the difference between the average annual electrical
costs to illuminate a light on an arterial street and a local street. (Electrical costs are used
in this comparison, as the personnel and replacement costs for the various lumens and
wattages of lights are virtually the same.) The table below shows the calculation of the
cost estimate for general benefit for streetlights.
FY 2015-16 COST ESTIMATE COMPARISON OF ELECTRICAL
COSTS FOR THE VARIOUS STREET LIGHTS WITHIN THE CITY
Annual
Amount
$115,704.00
$115,704.00
$24.00
r h ~ · 1 191 wattage 191 ts or artena streets:
70 103 $3.52 $362.56 $4,350.72 $42.24
85 19 $4.28 $81.32 $975.84 $51.36
100 1,600 $5.01 $8,016.00 $96,192.00 $60.12
150 553 $7.51 $4,153.03 $49,836.36 $90.12
200 151 $10.03 $1,514.53 $18,174.36 $120.36
250 15 $12.55 $188.25 $2,259.00 $150.60
Subtotal-2 2,441 $171,788.28
Total 7,262 $287,492.28
General Benefit= $113,204.28
FY 2015-16 Lighting Budget Amount $1,073,689
FY 2015-16 Public Parcel Contribution $28,000
Total Est Cost Less Public Parcel Contribution* $1,045,689
!General Benefit Percentage 10.8%1
*Based on prelininary budget estirrates
General
Benefit
$0.00
$0.00
$1,878.72
$519.84
$57,792.00
$36,564.36
$14,550.36
$1,899.00
$113,204.28
Therefore, 10.8% of the Street Lighting Improvements on the city's arterial roadways are
considered general benefit, and only 89.20% of these Street Lighting Improvements will
be used to estimate the special benefit costs.
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City of Carlsbad
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report-FY 2015-16
May 5, 2015
Page 10
Streetlights on or associated with traffic signals located at arterial-to-arterial connectors
are considered to be 1 00% general benefit.
In addition to the above, streetlights fronting upon open space areas owned by
governmental agencies and/or managed by a non-profit environmental trust and which are
considered part of the major habitat core areas and/or linkages of the city's Habitat
Management Plan shall be considered as having 1 00% general benefit.
Street Landscaping.
Special Benefit. Trees, landscaping, hardscaping and appurtenant facilities, if well
maintained, provide beautification, shade and enhancement of the desirability of the
surroundings, and therefore increase property value.
• Street trees within the public street parkways provide special benefit to those
properties directly adjacent to those tree-lined parkways.
• Landscaping and hardscaping within medians in the public streets provide special
benefit to those developments that are directly adjacent to the public medians. These
medians are located in the arterial roadways.
General Benefit.
• There are no general benefits associated with local street trees.
• Landscaping and hardscaping within medians in the arterial roadways provide only
incidental aesthetic benefits to motorists travelling to, from or through the city.
Therefore, it is deemed that there are no general benefits associated with the
landscaped medians.
Vehicular safety associated with the traffic channelization provided by raised medians
is independent of the landscaping and hardscaping improvements funded through this
Maintenance District. However, median curb replacement costs are included in the
overall replacement costs for the medians. Because raised median curbs are required
for both landscaping and traffic channelization, 50% of the median curb replacement
costs have been removed from the budget.
Benefit Zones
Benefit Zones are. used to differentiate between the different types of Improvements to be
maintained and serviced within each such zone. There are currently twelve zones of benefit in
this District.
Zone 1-Calavera Hills II
The Calavera Hills II development is located in and around the intersection of Carlsbad Village
Drive and College Boulevard and is comprised of villages of varying types of land uses that
will receive special benefit from the street lighting, street trees and medians within and directly
adjacent to the development. It is anticipated that the Home Owners Association ("HOA") will
maintain the street trees. The city and the owners of the land within Calavera Hills II have an
agreement to provide for the maintenance of the street trees by the HOA; therefore, annual
assessments will be levied within Zone 1 for the maintenance of street trees only if (a) the
HOA fails to maintain such street trees pursuant to the Agreement, (b) as a result of the failure
of the HOA to maintain such street trees, the city is required to undertake such maintenance
Q:\Finance\Financing Districts\LLD #2\2015-16\RPT-LLD2 15-16 Prelim rpt.docx !3
City of Carlsbad
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report-FY 2015-16
May 5, 2015
Page 11
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, Wand X are comprised of single family detached ("SFD") units and have local
streetlights and street trees within the public streets. Village X also has a 0.08-acre of non-
residential ("Non-Res") land use that takes access off of College Boulevard. This property is
a utility with no local streetlights or street tress adjacent to it.
Villages E, U and Y are comprised of single family attached ("SFA"), apartment ("APT') units,
and 1 acre of Non-Res land use, and do not have any local lighting or street trees. Village "Y"
also has a 1.05-acre of Non-Res use.
Village H is comprised of 2 acres of Non-Res use and does not have local lighting and street
trees.
All of the villages receive special benefit from the arterial street lighting on Carlsbad Village
Drive, College Boulevard and Tamarack Avenue that is directly adjacent to these village
areas.
The entire Calavera Hills development (not just Calavera Hills II) benefits from the medians
within College Boulevard and Carlsbad Village Drive within the boundaries of the
development. An analysis has been performed to allocate the appropriate share of the
medians to the Calavera Hills II development based on the assessment apportionment
methodology shown in this Report.
Zone 2 -Kelly Ranch Core
The Kelly Ranch Core development is located southeast of the intersection of Cannon Drive
and Faraday Avenue and is comprised of varying types of land uses that receive special
benefit from the street lighting and medians within and directly adjacent to the development.
The core development consists of SFD and APT units, 2.61 acres of Non-Res, a park and
vacant property (future development details have not been determined) that have local
streetlights in the public streets directly adjacent to them. All of these properties benefit from
the local lights within this core development. There are an additional 5 SFD units planned for
the Kirgis development, which is directly adjacent to Kelly Ranch and takes access through
the development. A 2.63 acres site of Non-Res does not have local lighting. Part of this
development also includes a city-owned 1.48-acre future wastewater pumping plant site
taking access off of Cannon Road. This property is considered Non-Res utility property that
has no local streetlights adjacent to it. Although this property is a utility with essentially no
value, it does receive the arterial lighting special benefits; however, this utility property is not
deemed to benefit from the landscaped median improvements.
All of the development receives special benefit from the arterial street lighting and medians
on Cannon Road.
Q:\Finance\Financing Districts\LLD #2\2015-16\RPT-LLD2 15-16 Prelim rpt.docx /9
City of Carlsbad
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report-FY 2015-16
Zone 3 -The Oaks South
May 5, 2015
Page 12
The Oaks South development is located to the northeast of the intersection of Rancho Santa
Fe Road and Camino de los Coches and is comprised of varying types of land uses that
receive special benefit from the street lighting, street trees and medians within and directly
adjacent to the development. It is anticipated that the HOA will maintain the street trees, local
street lights and medians. The city and the owners of the land within 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
street lights and street trees in the public streets directly adjacent to them.
All of the development receives special benefit from the arterial street lighting and medians
on Rancho Santa Fe Road. The median improvements on Rancho Santa Fe Road extend into
an open space area that separates The Oaks South from The Oaks North development. This
median provides an aesthetic link between the two developments and therefore 50% of the
costs of the medians within the open space area to the north of The Oaks South is apportioned
to The Oaks South, and 50% is apportioned to The Oaks North.
Zone 4-Thompson I Tabata
The Thompson/Tabata development is located along Poinsettia Lane west of Aviara Parkway
and is comprised of varying types of land uses that benefit from the operation and
maintenance of street lighting, street trees and medians within and directly adjacent to the
development. It is anticipated that the HOA will maintain the street trees. The city and the
owners of the land within the Thompson/Tabata property have an Agreement to provide for
the maintenance of such improvements by the HOA; therefore, annual assessments will be
levied within Zone 4 for the maintenance of street trees only if (a) the HOA fails to maintain
such street trees pursuant to the Agreement, (b) as a result of the failure of the HOA to
maintain such street trees, the city is required to undertake such maintenance and (c) the
HOA has failed to reimburse the city for the cost of such maintenance as required pursuant
to the Agreement.
The development consists of SFD units that have local street lights and street trees in the
public streets directly adjacent to them, and SFA units that take access off streets with local
streetlights but do not have street trees directly adjacent to them.
All of the development receives special benefit from the arterial street lighting and medians
on Poinsettia Lane.
The existing SFD property, Assessor's Parcel Number 214-170-81-00, is already assessed in
Street Lighting and Landscaping District No. 1 and is therefore exempted from this District.
Q:\Finance\Financing Districts\LLD #2\2015-16\RPT-LLD2 15-16 Prelim rpt.docx
City of Carlsbad
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report-FY 2015-16
Zone 5 -Palomar Forum I Carlsbad Raceway
May 5, 2015
Page 13
Zone 5 includes two non-residential developments that are directly adjacent to each other,
Palomar Forum and Carlsbad Raceway.
The Palomar Forum development is located along the northerly side of Palomar Airport Road,
east of Melrose Drive, and is comprised of 51.63 acres of Non-Res and 1.71 acres of Park
that have 100 watt local street lights in the public streets directly adjacent to them.
The Carlsbad Raceway development is located north of Palomar Airport Road and west of
Business Park Drive and is comprised of 86.22 acres of Non-Res that has 200 watt local street
lights in the public street directly adjacent to them.
Both developments receive special benefit from the arterial street lighting and medians on
Melrose Drive and Palomar Airport Road.
Zone 6 -Bressi Ranch
The Bressi Ranch development is located on the southeast corner of Palomar Airport Road
and El Camino Real. It is comprised of varying types of land uses that receive special benefit
from the street trees, medians, street lighting within and directly adjacent to the development.
The entire development benefits from the street lighting within and directly adjacent to the
development, except the residential estate area that has private streets and so does not have
any local public street light benefits. It is anticipated that the HOA will maintain the local
streetlights and the street trees within the residential areas and the medians in Poinsettia
Lane. The city and the owners of the land within Bressi Ranch have an Agreement to provide
for the maintenance of such improvements by the HOA; therefore, annual assessments will
be levied within Zone 6 for the maintenance of the local street lights only if (a) the HOA fails
to maintain such any such street lights pursuant to the Agreement, (b) as a result of the failure
of the HOA to maintain any such Improvements, the city is required to undertake such
maintenance and (c) the HOA has failed to reimburse the city for the cost of such maintenance
as required pursuant to the Agreement.
The development consists of SFD units and 8 Parks that have trees and local street lights in
the public streets directly adjacent to them. There are SFA units that have local street lights
adjacent to them, but do not have street trees directly adjacent to them. There are 25 SFD
estate units on private streets, with no public local street lights or street trees. There are also
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 corner of Alga Road and El Camino
Real. It is comprised of varying types of land uses that receive special benefit from the street
trees, medians, street lighting within and directly adjacent to the development.
There is a 12.77 acre School, a total of 7.6 acres of Park, 86 SFA units, and 591 SFD units
that all have local trees and local street lights in the public streets directly adjacent to them.
There is 14.96 acres of Non-Res and 44 SFA units that have local street trees, but do not
have local street lights, in the streets directly adjacent to them. There are 64 SFD units on
Q:\Finance\Financing Districts\LLD #2\2015-16\RPT -LLD2 15-16 Prelim rpt.docx ?I
City of Carlsbad
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report-FY 2015-16
May 5, 2015
Page 14
private streets, with no public local street lights or street trees. There are 180 APT units, a
Pump Station, and a Golf Course that are within the development and are taken into
consideration when spreading the special benefits, but are not part of this district and are
assessed in Street Lighting and Landscaping District No. 1.
Street trees and street lights along Alicante Road are classified as Collector Trees and
Collector 1 OOW Lights. The annual cost to maintain these trees and street lights will be spread
among the development areas that are directly adjacent to and take access from Alicante
Road.
It is anticipated that the HOA will maintain the local streetlights and the street trees within the
residential areas and the medians within Poinsettia Lane. The city and the owners of the land
within the Greens have an Agreement to provide for the maintenance of such improvements
by the HOA; therefore, annual assessments will be levied within Zone 7 for the maintenance
of the local street lights and the medians only if (a) the HOA fails to maintain such any such
street lights and medians pursuant to the Agreement, (b) as a result of the failure of the HOA
to maintain any such Improvements, the city is required to undertake such maintenance and
(c) the HOA has failed to reimburse the city for the cost of such maintenance as required
pursuant to the Agreement.
The entire development receives special benefit from the arterial street lighting on El Camino
Real, Alga Road, and Poinsettia Lane.
All of the development receives special benefits from medians in El Camino Real, Alga Road,
and Poinsettia Lane.
Zone 8 -La Costa Ridge
The Ridge development is located east of El Fuerte Street, south of Alga Road, west of
Rancho Santa Fe Road, and northwest of San Marcos Creek. It is comprised of residential
land uses that receive special benefit from the medians and street lighting directly adjacent to
the development.
There are 262 SFD units on private streets, with no public local street lights or street trees
directly adjacent to them. In Village 2.6, there are 53 SFD units and a 0.18 acre park on private
streets, with no public local street lights or street trees within this area. There are also 2 acres
of Non-Res parcels within the development that are taken into consideration when spreading
the special benefit, but are not part of this district and are assessed in Street Lighting and
Landscaping District No. 1.
Though the streets within the Ridge development are private, the entire development receives
special benefit from the collector street lighting directly adjacent to the development on El
Fuerte Street along the westerly side of the development and the public portion of Corintia
Street on the easterly side of the development.
Village 2.6 is the only portion of the Ridge development that benefits from the street trees on
the public portion of Corintia Street on the westerly side of Village 2.6.
It is anticipated that the HOA will maintain the local streetlights and the street trees within the
residential areas. The city and the owners of the land within the Ridge have an Agreement to
provide for the maintenance of such improvements by the HOA; therefore, annual
assessments will be levied within Zone 8 for the maintenance of the local street lights and
street trees only if (a) the HOA fails to maintain such any such street lights pursuant to the
Q:\Finance\Financing Districts\LLD #2\2015-16\RPT-LLD2 15-16 Prelim rpt.docx
City of Carlsbad
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report-FY 2015-16
May 5, 2015
Page 15
Agreement, (b) as a result of the failure of the HOA to maintain any such Improvements, the
city is required to undertake such maintenance and (c) the HOA has failed to reimburse the
city for the cost of such maintenance as required pursuant to the Agreement.
All of the development receives special benefit from the arterial street lighting and medians in
Alga Road and Rancho Santa Fe Road.
Zone 9 -Oaks North Business Park
The Oaks North Business Park is located north of Palomar Airport Road, abutting the City of
Vista on the north and east sides of the development. It is comprised of industrial and
commercial land uses that receive special benefit from the street lighting and street trees
within and directly adjacent to the development.
There are 172.05 acres of non-residential use parcels with public local street lights and street
trees within and directly adjacent to them. There is also 219.50 acres of open space.
The development is not adjacent to any arterial roads, and therefore does not receive special
benefit from arterial street lights or medians.
Zone 10-Robertson Ranch (East Village)
The Robertson Ranch East Village development is located on the north east corner of Cannon
Road and College Boulevard. It is comprised of varying types of land uses that receive special
benefit from the street trees, street 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 trees and local street lights in the public streets directly adjacent to them.
There is a 13.5 acre Park that is part of the Robertson Ranch West Village, but directly
adjacent to the 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
street lights or street trees.
It is anticipated that the HOA will maintain the local street trees. The city and the owners of
the land within Robertson Ranch have an Agreement to provide for the maintenance of such
improvement by the HOA; therefore, annual assessments will be levied within Zone 1 0 for the
maintenance of the local street trees only if (a) the HOA fails to maintain such any such street
trees and medians pursuant to the Agreement, (b) as a result of the failure of the HOA to
maintain any such Improvements, the city is required to undertake such maintenance and (c)
the HOA has failed to reimburse the city for the cost of such maintenance as required pursuant
to the Agreement.
The entire development receives special benefit from the arterial street lighting 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 the Oaks
North development from the Oaks South development. It is comprised of residential and non-
residential land uses that receive special benefit from the street lighting, street trees, and
medians within and directly adjacent to the development.
0:\Finance\Financing Districts\LLD #2\2015-16\RPT -LLD2 15-16 Prelim rpt.docx
City of Carlsbad
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report-FY 2015-16
May 5, 2015
Page 16
It is anticipated that the HOA will maintain the local streetlights and the street trees, and the
medians within the residential areas. The city and the owners of the land within the Oaks North
have an Agreement to provide for the maintenance of such improvements by the HOA;
therefore, annual assessments will be levied within Zone 11 for the maintenance of the local
street lights and street trees only if (a) the HOA fails to maintain such any such street lights
pursuant to the Agreement, (b) as a result of the failure of the HOA to maintain any such
Improvements, the city is required to undertake such maintenance and (c) the HOA has failed
to reimburse the city for the cost of such maintenance as required pursuant to the Agreement.
There are 284 SFD units and a 2.26 acre park on public streets, with local street lights and
street trees within and directly adjacent to them. There are a total of 168 APT units, a 5.71
acre RV Parking lot, and 43 SFD units on private streets, with no public local street lights or
street trees.
All of the development receives special benefit from the collector street lighting, street trees,
and medians on San Elijo Road and Avenida Soledad
All of the development receives special benefit from the arterial street lighting and medians
on Rancho Santa Fe Road. The median improvements on Rancho Santa Fe Road extend into
an open space area that separates The Oaks South from The Oaks North development. This
median provides an aesthetic link between the two developments and therefore 50% of the
costs of the medians within the open space area to the south of The Oaks North is apportioned
to The Oaks North, and 50% is apportioned to The Oaks South.
Zone 12-La Costa Town Square
The La Costa Town Square development is located on the north east corner of La Costa
Avenue and Rancho Santa Fe Road. It is comprised of varying types of land uses that receive
special benefit from the street trees, street lighting, and medians within and directly adjacent
to the development.
There are 63 SFDs that all have local street lights and trees in the public streets directly
adjacent to them. There is are 43.61 acres Non-Res development and 32 SFDs that do not
have public local street lights or street trees.
Street trees and street 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 street lights along La Costa Avenue, therefore 50% of the
street lights along La Costa Avenue have been apportioned to the La Costa Town Square. All
the trees 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 trees and street
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 street trees. The city and the owners of the 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 trees only if (a) the HOA fails to maintain such any such street lights
and trees pursuant to the Agreement, (b) as a result of the failure of the HOA to maintain any
such Improvements, the city is required to undertake such maintenance and (c) the HOA has
failed to reimburse the city for the cost of such maintenance as required pursuant to the
Agreement.
Q:\Finance\Financing Districts\LLD #2\2015-16\RPT-LLD2 15-16 Prelim rpt.docx
City of Carlsbad
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report-FY 2015-16
May 5, 2015
Page 17
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 of the development (which equals approx. 34,1 05 sf of medians
based on a typical 19' width}. The La Costa Town Center development is on both the north
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 that receive special benefit from the street trees and
· street lighting within the development.
There are 49 SFDs that all have local 40W street 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 1 OOW lights. The annual cost to maintain these trees and street lights will be spread
among the entire development because the entire development takes access from Camino
Junipero. However, should the street 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 the street trees and street lights. The city and the
owners of the land within 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 the trees and lights only if (a) the HOA fails to maintain such any
such street lights and trees pursuant to the Agreement, (b) as a result of the failure of the HOA
to maintain any such Improvements, the city is required to undertake such maintenance and
(c) the HOA has failed to reimburse the city for the cost of such maintenance as required
pursuant to the Agreement.
Zone 14-Quarry Creek
The Quarry Creek development is located south of Haymar Road. It is comprised of residential
land uses that receive special benefit from the street trees and street lighting within the
development.
There are anticipated to be an 89 unit APT, 352 SFDs, 0.9 acre parking lot and 5.2 acres of
Parks that will benefit from street trees and street lights located in the public collector
roadways within the development.
Street trees and street lights along Hayward Street and Street A, Street B, Street D, Street E
are classified as Collector Trees and Collector 1 OOW lights. The annual cost to maintain these
trees and street lights will be spread among the entire development because the entire
development takes access from these streets.
It is anticipated that the HOA will maintain the street trees. The city and the owners of the land
within Quarry Creek have an Agreement to provide for the maintenance of such improvements
by the HOA; therefore, annual assessments will be levied within Zone 14 for the maintenance
of the trees only if (a) the HOA fails to maintain such any such trees pursuant to the
Agreement, (b) as a result of the failure of the HOA to maintain any such Improvements, the
Q:\Finance\Financing Districts\LLD #2\2015-16\RPT -LLD2 15-16 Prelim rpt.docx
City of Carlsbad
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report-FY 2015-16
May 5, 2015
Page 18
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 the individual parcels within the District, an Equivalent Dwelling
Unit system is used. Each parcel of land is assigned Equivalent Dwelling Units ("EDUs") in
proportion to the estimated special benefit the parcel receives relative to the other parcels within
the District from the streetlights, street trees and medians.
The single-family detached (SFD) residential parcel has been selected as the basic unit for
calculation of assessments; therefore, the SFD residential parcel is defined as one Equivalent
Dwelling Unit (EDU). A methodology has been developed to relate all other land uses to the SFD
residential land use as described below.
Single Family Attached (SFA) Residential. SFA residential uses, including condominiums, are
given a factor of 0.80 EDU per dwelling unit. Based on data from representative cities in Southern
California, the SFA residential factor of 80 percent is determined by the statistical proportion of
relative trip generation from various types of residential uses, in combination with population
density per unit.
Apartment (APT) Residential. APT residential uses, also known as multi-family residential uses,
are given a factor of 0.60 EDU per dwelling unit. Based on data from representative cities in
Southern California, the APT residential factor of 60 percent is determined by the statistical
proportion of relative trip generation from various types of residential uses, in combination with
population density per unit.
Non-Residential (Non-Res). In converting improved non-residential properties to EDUs, the
factor used is the City of Carlsbad average size for a SFD residential lot, which is 1 dwelling unit
per 7,500 sq. ft, or approximately 6 dwelling units per acre. Therefore, Non-Res parcels will be
assessed 6 EDU per acre or any portion thereof.
Vacant/Parks. Parcels that are designated for parks or parcels that are developable but do not
have a finalized development map are assessed based upon the acreage of the parcel. These
properties receive special benefits based on their land, as this is the basis of their value. Based
upon the opinions of professional appraisers, appraising current market property values for real
estate in Southern California, the land value portion of a property typically ranges from 20 to 30
percent of the property's total value. Additionally, the utilization of vacant property is significantly
less than improved property and vacant property has a traffic generation rate of 0. Therefore,
vacant parcels (and park parcels) will be assessed at the rate of 25% of Non-Res properties, or
1.5 EDU per acre or any portion thereof.
Open Space. Parcels designated as open space do not receive special benefits from the
Improvements and are therefore exempt from the assessment.
The following table summarizes the EDU formula described above.
Q:\Finance\Financing Districts\LLD #2\2015-16\RPT -LLD2 15-16 Prelim rpt.docx
City of Carlsbad
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report-FY 2015-16
EDU Formula
Land Use EDU Rate
Single Family Detached Res (SFD) 1.0 I DU
Single Family Attached Res (SFA) 0.8 I DU
Apartments (APT) 0.6 I DU
Developed Non-Residential (Non-Res) 6.0 I acre
Vacant I Park 1.5 I acre
Open Space 0.0 I acre
DU = Dwelling Unit
May 5, 2015
Page 19
The following tables provide the EDU's for the various types of special benefits associated with
each Zone, FY 2015-16 budget rates and the calculated maximum assessment rates for FY 2015-
16. The FY 2015-16 assessment rate will be the lesser of the budget rate and the maximum rate.
0:\Finance\Financing Districts\LLD #2\2015-16\RPT -LLD2 15-16 Prelim rpt.docx ()1
City of Carlsbad
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report-FY 2015-16
Estimated FY 2015-16 Assessment Allocation and Rates
Collecto FY 15-16
Local Local Arterial Collecto Arterial Collecto Budget
Light Light Light Tree Tree Tree Median Median Rate
Development DU Acres EDU EDU EDU EDU EDU EDU EDU EDU ($/EDU)
Zone 1 • Calavera Hills II
Village E -SFA (NLL) 117 93.6 93.6 $71.59
Village H -Non-Res (NLL) 2.00 12.0 12.0 $71.59
Village K-SFD 84 84.0 84.0 84.0 84.0 $118.15
Village L-2 -SFD 14 14.0 14.0 14.0 14.0 $118.15
Village U-SFA (NLL) 135 108.0 108.0 $71.59
VillageW-SFD 114 114.0 114.0 114.0 114.0 $118.15
Village X-Non-Res (NLL) utility 0.08 0.5 0.5 $71.59
Village X-SFD 115 115.0 115.0 115.0 115.0 $118.15
Village Y -APT (NLL) 106 63.6 63.6 $71.59
Village Y -Non-Res (NLL) 1.05 6.3 6.3 $71.59
327.0 611.0 327.0 611.0
Zone 2-Kelly Ranch Core
SFD 147 147.0 147.0 147.0 $119.12
APT 451 270.6 270.6 270.6 $119.12
Non-Res 2.61 15.7 15.7 15.7 $119.12
Non-Res (NLL) 2.63 15.8 15.8 $82.46
Non-Res (NLL) utility 1.48 8.9 $3.83
Park 0.49 0.7 0.7 0.7 $119.12
SFD(NAP) 6 6.0 6.0 6.0 $119.12
Vacant (NAP) 5.67 8.5 8.5 8.5 $119.12
448.5 473.2 464.3
Zone 3 -The Oaks South
SFD 494 494.0 494.0 494.0 494.0 $4.23
Non-Res 1.62 9.7 9.7 9.7 9.7 $4.23
503.7 503.7 503.7 503.7
Zone 4 • Thompson/Tabata
SFD 233 233.0 233.0 233.0 233.0 $147.89
SFA 24 19.2 19.2 19.2 $147.89
252.2 252.2 233.0 252.2
Zone 5-Palomar Forum/Carlsbad Racewa
Park 1.71 2.6 2.6 2.6 $100.66
Non-Res-40W 112.36 674.2 674.2 674.2 $100.66
Non-Res-1 OOW 25.49 152.9 152.9 152.9 $102.85
829.7 829.7 829.7
Zone 6 -Bressi Ranch
Non-Res 150.40 902.4 902.4 902.4 $71.54
Park 12.38 18.6 18.6 18.6 18.6 $54.03
SFD 498 498.0 498.0 498.0 498.0 $54.03
SFA 100 80.0 80.0 80.0 $54.03
SF Estates 25 25.0 25.0 $54.03
1499.0 1524.0 516.6 1524.0
Zone 7-The Greens
Non-Res-NLL 14.96 89.8 89.8 89.8 $49.24
Non-Res 12.77 76.6 76.6 76.6 76.6 $49.24
Park 5.88 8.8 8.8 8.8 8.8 8.8 8.8 $49.24
Park-NC 1.72 2.6 2.6 2.6 2.6 $49.24
Park-NLT 32.11 48.2 48.2 48.2 48.2 $49.24
SFA 86 68.8 66.8 68.8 68.8 $49.24
SFA-NLL 38 30.4 30.4 30.4 $49.24
SFD 484 484.0 484.0 484.0 484.0 484.0 484.0 $49.24
SFD-NC 107 107.0 107.0 107.0 107.0 $49.24
SF Estates 64 64.0 64.0 64.0 64.0 $49.24
APT(NAP) 180 108.0 108.0 108.0 108.0 $49.24
Non-Res (NAP) 0.65 3.9 3.9 3.9 3.9 $49.24
Park-NLL (NAP) 80.81 121.2 121.2 $49.24
859.7 605.0 1213.3 979.9 605.0 1213.3
Zone 8 -The Ridge
PARK 0.18 0.3 0.3 0.3 0.3 $27.76
SFA 53 42.4 42.4 42.4 42.4 $27.76
SFD-NCT 262 262.0 262.0 262.0 $27.76
Non-Res (NAP) 2.0 12.0 12.0 12.0 $27.76
316.7 316.7 42.7 316.7
NC = No Collector Loghts/Trees NLL = No Local Loghts NL T = No Local Trees DU = Dwelling Unot NAP = Not a Part
"The FY 2015-16 Assessment Rate will be the lesser of the Budget Rate and the Maximum Rate
Q:\Finance\Financing Districts\LLD #2\2015-16\RPT-LLD2 15-16 Prelim rpt.docx
May 5, 2015
Page 20
FY 15-16 FY 14-15 FY 15-16
Asmt Maximum Maximum
Rate• Rates CPI Rates
($/EDU) ($/EDU) Adj. ($/EDU)
$71.59 $71.56 1.3% $72.49
$71.59 $71.56 1.3% $72.49
$118.15 $206.82 1.3% $209.51
$118.15 $206.82 1.3% $209.51
$71.59 $71.56 1.3% $72.49
$118.15 $206.82 1.3% $209.51
$71.59 $71.56 1.3% $72.49
$118.15 $206.82 1.3% $209.51
$71.59 $71.56 1.3% $72.49
$71.59 $71.56 1.3% $72.49
$119.12 $125.39 1.3% $127.02
$119.12 $125.39 1.3% $127.02
$119.12 $125.39 1.3% $127.02
$77.91 $76.91 1.3% $77.91
$3.83 $5.57 1.3% $5.64
$119.12 $125.39 1.3% $127.02
$119.12 $125.39 1.3% $127.02
$119.12 $125.39 1.3% $127.02
$4.23 $439.14 1.3% $444.85
$4.23 $439.14 1.3% $444.85
$147.89 $231.53 1.3% $234.54
$132.09 $130.39 1.3% $132.09
$100.66 $171.48 1.3% $173.71
$100.66 $171.48 1.3% $173.71
$102.85 $103.02 1.3% $104.36
$71.54 $75.99 1.3% $76.98
$54.03 $227.74 1.3% $230.70
$54.03 $227.74 1.3% $230.70
$54.03 $148.97 1.3% $150.91
$54.03 $58.87 1.3% $59.64
$49.24 $268.20 1.3% $271.69
$49.24 $331.66 1.3% $335.97
$49.24 $408.92 1.3% $414.24
$49.24 $331.66 1.3% $335.97
$49.24 $204.05 1.3% $206.70
$49.24 $331.66 1.3% $335.97
$49.24 $268.20 1.3% $271.69
$49.24 $408.92 1.3% $414.24
$49.24 $331.66 1.3% $335.97
$49.24 $204.05 1.3% $206.70
$49.24 $331.66 1.3% $335.97
$49.24 $331.66 1.3% $335.97
$49.24 $126.76 1.3% $128.41
$27.76 $72.15 1.3% $73.09
$27.76 $72.15 1.3% $73.09
$27.76 $39.39 1.3% $39.90
$27.76 $39.39 1.3% $39.90
City of Carlsbad
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report-FY 2015-16
Estimated FY 2015-16 Assessment Allocation and Rates (cont'd)
Collecto
Local Local Arterial Collecto Arterial
Light Light Light Tree Tree Tree Median
Development DU Acres EDU EDU EDU EDU EDU EDU EDU
Zone 9 ·Oaks North Business Park
Non-Res 172.04 1,032.2 1,032.2
1,032.2 1,032.2
Zone 10 -Robertson Ranch East Village
APT 78 46.8 46.8 46.8 46.8
SFA 84 67.2 67.2 67.2 67.2
SFD 304 304.0 304.0 304.0 304.0
Park 17.53 26.30 26.30 26.30 26.30
SFD 16 16.0 16.0 16.0 16.0
Non-Res iUtil) 2.84 17.04 17.04
Vacant 6.59 9.89 9.89
Non-Res (NAP) 6.7 40.20 40.20 40.20 40.20
Vacant (NAP) 5.70 8.55 8.55
500.5 536.0 500.5 536.0
Zone 11 -Oaks North Residential
SFD 283 283.0 283.0 283.0 283.0 283.0 283.0
SFD (NLL) 43 43.0 43.0 43.0 43.0
APT 168 100.8 100.8 100.8 100.8
Park 2.26 3.39 3.39 3.39 3.39 3.39 3.39
Non-Res (NLL) 5.71 34.26 34.26 34.26 34.26
286.4 464.5 464.5 286.4 464.5 464.5
Zone 12 -La Costa Town Square
SFD 64 64.0 64.0 64.0 64.0 64.0 64.0 64.0
Non-Res 43.61 261.7 261.7 261.7 261.7 261.7
SFD (NLL) 32 32.0 32.0 32.0
64.0 325.7 357.7 64.0 325.7 357.7 357.7
Zone 13 ·Fair Oaks Valley
SFD 49 49.0 49.0 49.0 49.0
49.0 49.0 49.0 49.0
Zone 14 ·Quarry Creek
APT 89 89.0 89.0
SFD 352 352.0 352.0
Non-Res 0.9 5.4 5.4
Park 5.2 7.8 7.8
454.2 454.2
NC =No Collector LightsfTrees NLL =No Local Lights NL T =No Local Trees DU =Dwelling Unit NI'P =Not a Part
'The FY 2015-16 Assessment Rate will be the lesser of the Budget Rate and the Maximum Rate
FY 15-16 FY 15-16
Collecto Budget Asmt
Median Rate Rate*
EDU ($/EDU) ($/EDU)
$54.07 $54.07
$171.56 $171.56
$171.56 $171.56
$171.56 $171.56
$171.56 $171.56
$171.56 $171.56
$131.41 $127.69
$131.41 $127.69
$171.56 $171.56
$131.41 $127.69
283.0 $7.86 $7.86
43.0 $7.86 $7.86
100.8 $7.86 $7.86
3.39 $7.86 $7.86
34.26 $7.86 $7.86
464.5
$155.79 $155.79
$103.47 $103.47
$96.92 $96.92
$0.00 $0.00
$0.00 $0.00
$0.00 $0.00
$0.00 $0.00
$0.00 $0.00
May 5, 2015
Page 21
FY 14-15
Maximum
Rates CPI
($/EDU) Adj.
$54.90 1.3%
$250.07 1.3%
$250.07 1.3%
$250.07 1.3%
$250.07 1.3%
$250.07 1.3%
$126.05 1.3%
$126.05 1.3%
$250.07 1.3%
$126.05 1.3%
$348.98 1.3%
$188.93 1.3%
$188.93 1.3%
$348.98 1.3%
$188.93 1.3%
$424.06 1.3%
$143.25 1.3%
$114.22 1.3%
$450.61 1.3%
$118.97 1.3%
$118.97 1.3%
$118.97 1.3%
$118.97 1.3%
The maximum annual maintenance assessment will be increased for cost of living each year
according to the change in Consumer Price Index (CPI) for the San Diego County area. (Any
other increases or changes to the methodology of the Assessment must be submitted for property
owner approval.)
No assessments will be collected in FY 2015-16 for Zone 13 (Fair Oaks Valley) because the HOA
is maintaining all improvements within the Fair Oaks Valley development.
No assessments will be collected in FY 2015-16 for Zone 14 (Quarry Creek) because none of the
improvements have been installed in the Quarry Creek development.
Q:\Finance\Financing Districts\LLD #2\2015-16\RPT-LLD2 15-16 Prelim rpt.docx
FY 15·16
Maximum
Rates
($/EDU)
$55.61
$253.32
$253.32
$253.32
$253.32
$253.32
$127.69
$127.69
$253.32
$127.69
$353.52
$191.39
$191.39
$353.52
$191.39
$429.57
$145.11
$115.70
$456.47
$120.52
$120.52
$120.52
$120.52
City of Carlsbad
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report-FY 2015-16
PARTD
ASSESSMENT ROLL
May 5, 2015
Page 22
The Assessment Roll is a listing of the proposed maximum assessment for Fiscal Year 2015-16
apportioned to each lot or parcel, as shown on the last equalized roll of the Assessor of the County
of San Diego. The Assessment Roll is on file in the Office of the City Clerk and is incorporated by
reference herein and made part of this Report.
The description of each lot or parcel is part of the records of the Assessor of the County of San
Diego and these records are, by reference, made part of this Report.
PARTE
ASSESSMENT DIAGRAM
An Assessment Diagram for the Maintenance District is provided on the following page.
The lines and dimensions of each lot or parcel within the Maintenance District are those lines and
dimensions shown on the maps of the Assessor of the County of San Diego, for the year when
this Report was prepared, and are incorporated by reference herein and made part of this Report.
Q:\Finance\Financing Districts\LLD #2\2015-16\RPT-LLD2 15-16 Prelim rpt.docx
PACIFIC OCEAN
Development Names:
Zone 1 -Calavera Hills
-Zone 2 -Kelly Ranch
Zone 3 -The Oaks South
Zone 4 -ThompsonfTabata
Zone 5 -Palomar Forum/Raceway
Zone 6 -Bressi Ranch
-Zone 7 -The Greens
Zone 8 -The Ridge
Zone 9 -The Oaks North Industrial
Zone 1 0 -Robertson Ranch
Zone 11 -The Oaks North Residential
Zone 12-La Costa Town Square
Zone 13 -Fair Oaks Valley
9 ° .... -M!!!=oles===::::::i
Zone 11
The Oaks
North
Residential
Zone 13
Fair Oaks
Valley
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RESOLUTION NO. 2015-133
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD,
CALIFORNIA, APPROVING THE PRELIMINARY ENGINEER'S REPORT
FOR THE ANNUAL LEVY OF ASSESSMENTS WITHIN LIGHTING AND
LANDSCAPING NO. 2, A SPECIAL ASSESSMENT DISTRICT
EXHIBIT 3
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 of the 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, BE IT RESOLVED by the City Council of the City of Carlsbad,
California as follows:
1. That the above recitations are true and correct.
2. That the Report as presented consists of the following:
1
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Ill
Ill
Ill
Ill
Ill
Ill
Ill
Ill
Ill
Ill
Ill
A. Plans and specifications describing the general nature, location and
extent of the improvements to be maintained.
B. Estimate of cost, including the amount of the annual installment for
the forthcoming fiscal year.
C. Diagram of the Assessment District.
D. Assessment of the estimated cost.
3. That 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.
4. That the City Clerk shall certify to the passage and adoption of this Resolution, and
the minutes of this meeting shall so reflect the presentation of the Report.
1 PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council ofthe City
2 of Carlsbad on the gth day of June, 2015, by the following vote to wit:
3
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AYES: Council Members Hall, Blackburn, Schumacher, Wood, Packard.
NOES: None.
ABSENT: None.
ATTEST:
(SEAL)
J I v·r
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RESOLUTION NO. 2015-134
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 LIGHTING
AND LANDSCAPING DISTRICT NO. 2, A SPECIAL ASSESSMENT
DISTRICT AND SETTING A TIME AND PLACE FOR A PUBLIC
HEARING THERON
EXHIBIT 4
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, commencing with Section 22500),
said special assessment district 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 of the 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 improvements
within the Assessment District; and
WHEREAS, there has been presented and approved by this City Council the Engineer's
Report (the "Report"), as required by law, and this City Council is desirous of continuing with the
proceedings for said annual levy; and
1
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WHEREAS, the improvements to be maintained shall consist of all originally designated
and authorized improvements, as well as certain new and additional improvements.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Carlsbad,
California as follows:
1. That the above recitations are true and correct.
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 landscaping
improvements, as set forth and described in the Report. The proposed new
improvements to be maintained and serviced caused generally by new
development are described as follows: 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.
3. That said improvements are of direct benefit to the properties within the
boundaries of the Assessment District, which Assessment District the legislative
body previously declared to be the area benefited by the improvement, and for
particulars, reference is made to the boundary map as previously approved by the
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City Council, a copy of which is on file in the office of the City Clerk and open for
public inspection, and is designated by the name ofthis Assessment District.
4. That the Report, as preliminarily approved by this legislative body, is on file 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. The Assessment District is an existing assessment district in which
assessments are not proposed to be increased as defined by Article XIIID of the
California Constitution (Proposition 218) and the Proposition 218 Omnibus
Implementation Act.
5. Notice is hereby given that a public hearing is scheduled in the regular meeting
place of the City Council, being the Council Chambers, City Hall, on the following
date and time:
Tuesday, July 14, 2015, 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 protest against the levy of an annual
assessment that is increased from the previous year, the proposed increase in
the assessments shall be abandoned. A majority protest exists if, upon the
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conclusion of the hearing, written protests filed and not withdrawn, represent
property owners owning more than 50% of the assessable area of land within the
District.
6. That the City Clerk is hereby authorized and directed to give notice as required by
law by causing a copy of this Resolution to be published in a newspaper of general
circulation within the City of Carlsbad, said publication to be completed not less
than ten (10) days prior to the date set for the public hearing.
7. For any and all information relating to these proceedings, including information
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relating to protest procedure, your attention is directed to the person designated
below:
DENNIS A. ANDERSON
ASSESSMENT ENGINEER
HARRIS & ASSOCIATES
TELEPHONE: (800) 827-4901 EXT. 2334
Owners of property within the Assessment District may mail written protests to
the following address:
CITY CLERK
CITY OF CARLSBAD
1200 CARLSBAD VILLAGE DRIVE
CARLSBAD; CA 92008
38
1 PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council of the City
2 of Carlsbad on the gth day of June, 2015, by the following vote to wit:
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AYES: Council Members Hall, Blackburn, Schumacher, Wood, Packard.
NOES: None.
ABSENT: None.
ATTEST:
This space is for the County Clerk's Filing Stamp
PROOF OF PUBLICATION
(2010 & 2011 C.C.P.)
STATE OF CALIFORNIA
County of San Diego
I am a citizen of the United States and a resident Proof of Publication of
of the County aforesaid: I am overt""'"' ... ,.,,..__.,jJ:.__-----=..;====c.....---------------
. h d · ~ (i) RESOLUTION NO. 2015-134 e1g teen yearS an nOt a party tO Or in1 • .. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALl FOR-
the above-entitled matter I am the pri ~-~btL~~i~~ANR 1S~ ~~~E1s~1EENNT~~NINT<t~~~~y~gEA~Y,RL~~ts~~~frrGLgrs\rti~~
' ~ NO. 2, A SPECIAL ASSESSMENT DISTRICT AND SETTING A TIME AND PLACE Of the printer Of FOR A PUBLIC HEARING THERON 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, commencing with Section 22500), said special
Th S assessment district known and designated as Street Lighting and Landscaping District No. -e an Dt'ego Unt'on Trt'bul (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 XI liD of the California Constitution (Proposi-
Formerly known as the North County ·
UT North County and which newspaper
adjudicated as a newspaper of general
by the Superior Court of the County of :
State of California, for the City of Ocec
the City of Escondido, Court DecreE
171349 & 172171, for the County of ~
that the notice of which the annexed i~
copy (set in type not smaller than non~
been published in each regular and enti
said newspaper and not in any supplem
on the following dates, to-wit:
June 21st, 2015
I certify (or declare) under penalty of p
the foregoing is true and correct.
Dated at Oceanside, Californic
On This 22"d, ne 2015
Jane Allshouse
The San Diego Union Tribune
Legal Advertising
tion 218) and the Proposition 218 Omnibus Implementation Act, and is exempt from the procedures
and requirements of all assessments under California Constitution Article XIII D § 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 improvements within the Assessment District; and WHEREAS, there has been presented and approved by this City Council the Engineer's Report (the "Report"), as required bY law, and this City Council is desirous of continuing with the proceed-
ings for said annual levy; and WHEREAS, the improvements to be maintained shall consist of all originally designated and au·
thorized improvements, as well as certain new and additional improvements. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Carlsbad, California as
follows:
1. That the above recitations are true and correct. 2. That the public interest and convenience requires, and it is the intention of the City Council tc 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 descri-bed as follows: the maintenance of certain street lighting improvements, street trees, and median landscaping improvements, as set forth and described in the Report. The proposed new improve-ments to be maintained and serviced caused generally by new development are described as fol·
lows: the maintenance of certain additional street lighting improvements and additional land-scaping improvements, including replacement of street trees and median landscaping improve-
ments, 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.
3. That said improvements are of direct benefit to the properties within the boundaries of the As· sessment District, which Assessment District the legislative body previously declared to be the
area benefited by the improvement, and for particulars, reference is made to the boundary map as previously approved by the City Council, a copy of which is on file in the office of the City Clerk and open for public inspection, and is designated by the name of this Assessment District. 4. That the Report, as preliminarilY approved by this legislative body, is on file 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 Assess-ment District. The Assessment District is an existing assessment district in which assessments
are not proposed to be increased as defined by Article XI liD of the California Constitution (Propo-sition 218) and the Proposition 218 Omnibus Implementation Act. 5. Notice is hereby given that a public hearing is scheduled in the regular meeting place of the City
Council, being the Council Chambers, City Hall, on the following date and time: Tuesday, July 14, 2015, at 6:00p.m.
At that time this legislative body will hear protests or objections in reference to the annual levy o1 assessments and to any other matters contained in this resolution. Any persons who wish to obiec1 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 protest against the levy of an annual assess-ment that is increased from the previous year, the proposed increase in the assessments shall be abandoned. A majority protest exists if, upon the conclusion of the hearing, written protests filed
and not withdrawn, represent property owners owning more than 50% of the assessable area o1
land within the District. 6. That the City Clerk is hereby authorized and directed to give notice as required by law by caus· ing a copy of this Resolution to be published in a newspaper of general circulation within the City of carlsbad, said publication to be completed not less than ten (10) days prior to the date set for the public hearing. 7. For any and all information relating to these proceedings, including information relating to pro·
test procedure, your attention is directed to the person designated below: DENNIS A. ANDERSON ASSESSMENT ENGINEER HARRIS & ASSOCIATES TELEPHONE: (800) 827-4901 EXT. 2334
owners of property within the Assessment District may mail written protests to the following ad·
dress: CITY CLERK CITY OF CARLSBAD 1200 CARLSBAD VILLAGE DRIVE CARLSBAD, CA 92008
PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council of the City o1 Carlsbad on the 9th of June, 2015, by the following vote to wit:
AYES: Council Members Hall, Blackburn, Schumacher, Wood, Packard. NOES: None.
ABSENT: None.
BARBARA ENGLESON, City Clerk
(SEAL)
MATT HALL Mayor
publish: June 21,2015