HomeMy WebLinkAbout2015-06-09; City Council; 21993; Authorize City Manager Sign Property Owner Business Improvement District PBID Formation Petition and BallotCITY OF CARLSBAD - AGENDA BILL 18
AB# 21,993 AUTHORIZE THE CITY MANAGER TO SIGN A PROPERTY
OWNER BUSINESS IMPROVEMENT DISTRICT (PBID)
FORMATION PETITION AND PROPERTY OWNER BALLOT
ON BEHALF OF THE CITY OF CARLSBAD AS A PROPERTY
OWNER IN THE CARLSBAD VILLAGE
DEPT DIRECTOR^jPi
DATE: 6/09/2015
AUTHORIZE THE CITY MANAGER TO SIGN A PROPERTY
OWNER BUSINESS IMPROVEMENT DISTRICT (PBID)
FORMATION PETITION AND PROPERTY OWNER BALLOT
ON BEHALF OF THE CITY OF CARLSBAD AS A PROPERTY
OWNER IN THE CARLSBAD VILLAGE
CITY ATTY. jl^O^
DEPT: CLERK
AUTHORIZE THE CITY MANAGER TO SIGN A PROPERTY
OWNER BUSINESS IMPROVEMENT DISTRICT (PBID)
FORMATION PETITION AND PROPERTY OWNER BALLOT
ON BEHALF OF THE CITY OF CARLSBAD AS A PROPERTY
OWNER IN THE CARLSBAD VILLAGE CITYMGR. W\
RECOMMENDED ACTION:
Adopt Resolution No. 2015-150 ^ authorizing the city manager to sign a property owner business
improvement district (PBID) formation petition and property owner ballot 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 ofthe 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 ofthe 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. Since February there has
been a change in the boundaries reducing the project area, which in turn will now require only one
zone versus two and a new summary plan reducing the overall costs. 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 percent 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 3, City of Carlsbad's PBID Petition including list of city-owned properties).
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 Carisbad Viilage
June 9, 2015
Page 2
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.
The total District budget for the 2016 year of operation is approximately $90,775.
Improvement. Activities. Services:
Business/Economic Development $22,250 25%
Marketing/Communication $39,650 44%
Administration and District Advocacy $28,875 21%
$90,775
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. All parcels within the District are in the same benefit zone. Properties owned by
non-profit organizations will not receive benefit and will not be assessed.
The annual assessments are based upon an allocation of program costs and a calculation of
assessable footage. 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 total assessable square footage, assessment variable
will not exceed:
Assessment per Assessable Square Foot $0.0464
PBID assessments may be increased up to a maximum of 5 percent 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 $7,858.07 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. 2015-150 authorizing the City Manager to sign a Property Owner
Business Improvement District (PBID) Formation Petition.
Exhibit 2: Carlsbad Village Business Improvement District Management District Plan
Exhibit 3: City of Carlsbad's PBID Petition including list of city-owned properties
Exhibit 4: Transition Funding: Scope of work/budget 2
EXHIBIT 1
1 RESOLUTION NO. 2015-150
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2 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD,
CAUFORNIA, AUTHORIZING THE CITY MANAGER TO SIGN A
PROPERTY OWNER BUSINESS IMPROVEMENT DISTRICT (PBID)
4 FORMATION PETITION AND PROPERTY OWNER BALLOT ON BEHALF
OF THE CITY OF CARLSBAD AS A PROPERTY OWNER IN THE
5 CARLSBAD VILLAGE
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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
Improvement District Law of 1994, Section 366 et.seq. ofthe California Streets and Highways
Code Section 36621; and,
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11 WHEREAS, the establishment of a PBID requires that a petition and ballot be
12 signed by property owners in the PBID; and,
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,
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NOW, THEREFORE, BE IT HEREBY RESOLVED by the City Council of the City of
18 Carlsbad as follows:
19 1. That the above recitations are true and correct.
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2. That the City Manager is hereby authorized to sign a Property Owner
Business Improvement District (PBID) Formation Petition and Property Owner Ballot on behalf of
22 the City of Carlsbad as a property owner in the Carlsbad Village.
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PASSED, APPROVED AND ADOPTED at a Regular Meeting ofthe City Council ofthe City
of Carlsbad on the 9th day of June 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 ENGLESG^^1, City Clerk
(SEAL) 4^^.^
O:'
EXHIBIT 2
Carlsbad Village
Business Improvement District
Management District Plan
For
A Property Based
Business Improvement District
In the Carlsbad Village
City of Carlsbad
May 2015
Prepared By
Urban Place Consulting Group, Inc.
3
Table of Contents
For the
Carlsbad Village Business Improvement District (District)
Carlsbad, California
CONTENTS
Section Number
1. Management District Plan Summary
Governance
2. Business Improvement District Boundaries
Map
3. District Improvement and Activity Plan
4. Assessment Methodology
5. District Rules
6. Implementation Timetable
7. Parcel Number Assessment Roll
Page Number
3
4
5-8
6
9-11
12-17
17
17
18
5.2015
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 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 $90,775
Improvements, Activities, Services:
BUSINESS/ECONOMIC DEVELOPMENT $22,250 25%
• Retail Attraction and Retention
• Economic Research and Demographics
• New Investment Attraction
• Connecting Proposed Investors to the City Permiting Proscess
• Planning Advocacy
• Development Events
MARKETING/COMMUNICATION $39,650 44%
• Web Site Programing and Maintenance
• Social Media Communications
• Business Marketing
• Village Marketing
• District Stakeholder Communications
ADMINISTRATION AND DISTRICT ADVOCACY $28,875 21%
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 XII ID require that special assessments
be levied according to the special benefit each assessed parcel receives from the
5.2015 3
improvements. All parcels within the District are in the same benefit zone. Properties
owned by non-profit organizations will not receive benefit and will not be assessed.
Cost: Annual assessments are based upon an allocation of program costs 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 total assessable square footage,
assessment variable will not exceed:
Assessment per Assessable $0.0464
Square Foot
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
District Plan. The Carlsbad Village Development Foundation will act as the Owners
Association.
5.2015
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 6 for District Boundaries. The Carlsbad Village Business Improvement
District includes all property within a boundary formed by:
Beginning at the North end of the 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 2040100600. At parcel 2040100600
turn east along the south parcel line of parcel 2040100600. At the east parcel line of parcel
2040100600 turn north along the east parcel lines of parcels 2040100600 and 2040100500 to the
intersection with the south parcel line of parcel 2040101600. Turn east along the south parcel lines of
parcels 2040101600 and 2040850100 to Roosevelt Street. At Roosevelt Street turn north until the
intersection with the south parcel line of parcel 2033051500. Turn east along the south parcel lines of
parcels 2033051500 and2033051300 to Madison Street. At Madison Street turn north until the
intersection with the south parcel line of parcel 2033032100. Turn east along the south parcel line of
parcel 2033032100, turn north along the east parcel line of parcel 2033032100, turn west along the
north parcel line of parcel 2033032100 to Madison Street. Turn north along Madison Street following
the east parcel lines of parcels 2033010500 and 2031820400. Turn west along the north parcel line of
parcel 2031820400 to Roosevelt Street. At Roosevelt Street turn north to Beech Avenue. Turn west
on Beech Street to the east parcel line of 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. Turn west along the north parcel line of parcel 2031012900 to
the intersection with the east parcel line of parcel 2031013100. Turn north along the east parcel line
of parcel 2031013100, turn west along the north parcel line of parcel 2031013100 to State Street. At
State Street turn north to the intersection with 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.
5.2015
5.2015
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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 and are predominately occupied by
small businesses.
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. The Lagoon 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.
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 ofthe District.
5.2015
11
Western Boundary: The western boundary of the Carlsbad Village Business Improvement District
abuts the North County Transit District Rail Property. Rail property 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.
5.2015
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
Renewal 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 ofthe 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 $90,775. 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. The budget is made up of the following components.
ECONOMIC DEVELOPMENT/BUSINESS DEVELOPMENT $22,250
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
5.2015 9
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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
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 $39,650
It is important to not only provide the services needed in the District, but to tell the story of
improvement in 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 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
* Village Activation Events
MANAGEMENT/CONTINGENCY $28,875
The improvements and activities are managed by a professional staff that requires centralized
management support. Management staff oversees the District's services. 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 special
benefit from these services is an increased likelihood of 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.
5.2015 10
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 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 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% ofthe special benefit received based on the level of benefit received.
Five Year Budget Projections *
Programs 2016 2017 2018 2019 2020
Marketing/Communication $39,650 $41,632.50 $43,714.13 $45,899.83 $48,194.82
Economic/Business
Development
$22,250 $23,362.50 $24,530.63 $25,757.16 $27,045.01
Administration $28,875 $30,318.75 $31,834.69 $33,426.42 $35,097.74
Total Budget $90,775 $95,313.75 $100,079.45 $105,083.41 $110,337.57
^Assumes 5% yearly increase on all budget items. Note: Any accrued interest or delinquent
payments received will be expended in the above categories.
5.2015 11
1^
Section 4
Assessment Methodology
Individuai assessable parcels shall be assessed by each parcels 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. In order to determine which
elements will be a part of the assessment methodology it 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 Square 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 Square 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.
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, to increase building occupancy and lease rates, to
encourage new business development, attract ancillary businesses and services and increase 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.
5.2015 12
IIP
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 parcel is defined as a non-profit parcel: 204-085-01-00
Calculation of Assessments
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 page 12 of 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 datalDase 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 District's consultant.
• A list of properties to be included within the District is provided in Section 7.
Assessable Footage
Parcel Footage 1,457,331
Building Footage 500,587
Total Assessable Footage 1,957,918
The following chart identifies each program budget.
Programs Economic
Development
Marketing
Communication
Administration Total
Budget $22,250 $39,650 $28,875 $90,775
5.2015 13
Based upon the methodology as set forth above, first year assessments are established as follows.
Assessment per Assessable Square Footage | $0.0464
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 Association 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 maybe 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 ofthe California Streets and Highways Code.
The projections below illustrate a maximum 5% annual increase for all assessment rates.
Maximum Assessment Table
2016 2017 2018 2019 2010
Assessment
Rate
$0.0464 $0.0487 $0.0511 $0.0537 $0.0564
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 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
5.2015 14
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
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 parcels 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 the
amount of total footage assessment for these parcels, pursuant to Government Code 53750, 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 ofthe 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 years 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
5.2015 15
1^
billed will be added to the County property tax roll for the following year. The "property owner" means
any person shown as the owner/taxpayer on the last equalized assessment roll or otherwise 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 parcels percentage contribution to the total year 2016
assessments if the District is not renewed.
Bond Issuance
The District will not issue Bonds.
Public Property Assessments
The Carlsbad Village PBID will provide ail 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. Public owned parcels will receive special benefit in the form of increased
use of the public facilities and increased tax revenue. 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 Site Address OwnerName Lot Bldg
Assessable
Sq Ft
Total
Assessment %
155-200-08-00 No Site Address CITY OF CARLSBAD 39,204 0 39,204 $1,817.62 2.00%
203-294-02-00 2829 STATE ST CITY OF CARLSBAD 2718 1800 4,518 $209.47 0.23%
203-294-03-00 2833 STATE ST CITY OF CARLSBAD 2423 0 2,423 $112.34 0.12%
203-294-04-00 No Site Address CITY OF CARLSBAD 2492 0 2,492 $115.54 0.13%
203-294-05-00 No Site Address CITY OF CARLSBAD 2629 0 2,629 $121.89 0.13%
203-294-06-00 2897 STATE ST CITY OF CARLSBAD 4946 0 4,946 $229.31 0.25%
203-295-01-01 2787 STATE ST CITY OF CARLSBAD 9861 8500 18,361 $851.27 0.94%
203-296-06-00 3045 STATE ST CITY OF CARLSBAD 16173 0 16,173 $749.83 0.83%
203-304-02-00 2922 ROOSEVELT ST CITY OF CARLSBAD 6870 0 6,870 $318.51 0.35%
203-304-03-00 No Site Address CITY OF CARLSBAD 3489 0 3,489 $161.76 0.18%
203-304-04-00 No Site Address CITY OF CARLSBAD 3396 0 3,396 $157.45 0.17%
203-304-05-00 2936 ROOSEVELT ST CITY OF CARLSBAD 7258 0 7,258 $335.50 0.37%
203-304-09-00 2992 ROOSEVELT ST CITY OF CARLSBAD 10924 0 10,924 $506.47 0.56%
5.2015 16
203-304-20-00 2970 ROOSEVELT ST CITY OF CARLSBAD 6781 0 6,781 $314.39 0.35%
204-010-05-00 No Site Address CITY OF CARLSBAD 37026 0 37,026 $1,716.64 1.89%
204-010-06-00 No Site Address CITY OF CARLSBAD 3000 0 3,000 $139.09 0.15%
Total City of Carlsbad $7,858.07 8.66%
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 ofthe 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.
5.2015 17
^1
Section 7
Parcel Roll
APN Site Address OwnerName Lot Bldg
Assessable
Sq Ft
Total
Assessment %
155-200-08-00 No Site Address CITY OF CARLSBAD 39,204 0 39,204 $1,817.62 2.00%
203-294-02-00 2829 STATE ST CITY OF CARLSBAD 2718 1800 4,518 $209.47 0.23%
203-294-03-00 2833 STATE ST CITY OF CARLSBAD 2423 0 2,423 $112.34 0.12%
203-294-04-00 No Site Address CITY OF CARLSBAD 2492 0 2,492 $115.54 0.13%
203-294-05-00 No Site Address CITY OF CARLSBAD 2629 0 2,629 $121.89 0.13%
203-294-06-00 2897 STATE ST CITY OF CARLSBAD 4946 0 4,946 $229.31 0.25%
203-295-01-01 2787 STATE ST CITY OF CARLSBAD 9861 8500 18,361 $851.27 0.94%
203-296-06-00 3045 STATE ST CITY OF CARLSBAD 16173 0 16,173 $749.83 0.83%
203-304-02-00 2922 ROOSEVELT ST CITY OF CARLSBAD 6870 0 6,870 $318.51 0.35%
203-304-03-00 No Site Address CITY OF CARLSBAD 3489 0 3,489 $161.76 0.18%
203-304-04-00 No Site Address CITY OF CARLSBAD 3396 0 3,396 $157.45 0.17%
203-304-05-00 2936 ROOSEVELT ST CITY OF CARLSBAD 7258 0 7,258 $336.50 0.37%
203-304-09-00 2992 ROOSEVELT ST CITY OF CARLSBAD 10924 0 10,924 $506.47 0.56%
203-304-20-00 2970 ROOSEVELT ST CITY OF CARLSBAD 6781 0 6,781 $314.39 0.35%
204-010-05-00 No Site Address CITY OF CARLSBAD 37026 0 37,026 $1,716.64 1.89%
204-010-06-00 No Site Address CITY OF CARLSBAD 3000 0 3,000 $139.09 0.15%
Total City of Carlsbad $7,858.07 8.66%
APN Site Address Lot Bldg Assessable Sq Ft
Total
Assessment %
155-200-04-00 2333 STATE ST 43124 11220 54,344 $2,519.55 2.78%
155-200-07-00 2531 STATE ST 16872 5670 22,542 $1,045.12 1.15%
155-200-10-00 2501 STATE ST 22651 7912 30,563 $1,416.99 1.56%
155-221-11-00 550 LAGUNA DR 36,590 4350 40,940 $1,898.10 2.09%
203-054-01-00 2763 STATE ST 10751 893 11,644 $539.85 0.59%
203-054-03-00 2725 STATE ST 10645 6775 17,420 $807.64 0.89%
203-054-04-00 No Site Address 5923 0 5,923 $274.61 0.30%
203-054-07-00 2685 STATE ST 6444 0 6,444 $298.76 0.33%
203-054-10-00 2663 STATE ST 5502 1800 7,302 $338.54 0.37%
203-054-14-00 2639 STATE ST 5447 724 6,171 $286.11 0.32%
203-054-16-00 2633 STATE ST 5127 960 6,087 $282.21 0.31%
203-054-17-00 2627 STATE ST 6996 2500 9,496 $440.26 0.49%
203-054-18-00 2615 STATE ST 20277 3150 23,427 $1,086.15 1.20%
203-054-19-00 2589 STATE ST 21700 5952 27,652 $1,282.03 1.41%
203-054-20-00 2577 STATE ST 10890 2808 13,698 $635.08 0.70%
203-054-21-00 2551 STATE ST 11050 6208 17,258 $800.13 0.88%
203-054-22-00 2541 STATE ST 21780 6920 28,700 $1,330.62 1.47%
203-054-24-00 2739 STATE ST 10892 4024 14,916 $691.55 0.76%
203-054-25-00 2677 STATE ST 6534 3185 9,719 $450.60 0.50%
203-054-26-00 2659 STATE ST 5662 6660 12,322 $571.29 0.63%
5.2015 18
203-054-27-00 2691 STATE ST 15602 4078 19,680 $912.42 1.01%
203-101-01-00 2676 STATE ST 13434 4200 17,634 $817.57 0.90%
203-101-03-00 2680 STATE ST 6480 2687 9,167 $425.01 0.47%
203-101-04-00 2690 STATE ST 10358 2700 13,058 $605.41 0.67%
203-101-11-00 2730 STATE ST 9558 2656 12,214 $566.28 0.62%
203-101-12-00 2747 ROOSEVELT ST 9346 1920 11,266 $522.33 0.58%
203-101-15-00 2698 STATE ST 9246 2525 11,771 $545.74 0.60%
203-101-16-00 2700 STATE ST 10205 6204 16,409 $760.77 0.84%
203-101-19-00 2656 STATE ST 7989 4200 12,189 $565.12 0.62%
203-101-20-00 2646 STATE ST 10455 560 11,015 $510.69 0.56%
203-101-22-00 2631 ROOSEVELT ST 40634 0 40,634 $1,883.92 2.08%
203-101-24-00 2608 STATE ST 20570 1932 22,502 $1,043.26 1.15%
203-101-25-00 2586 STATE ST 9831 9424 19,255 $892.72 0.98%
203-101-28-00 2568 STATE ST 10660 3300 13,960 $647.23 0.71%
203-101-29-00 2564 STATE ST 40511 15168 55,679 $2,581.45 2.84%
203-101-31-00 2548 STATE ST 8586 2981 11,567 $536.28 0.59%
203-101-34-00 2727 ROOSEVELT ST 8168 9000 17,168 $795.96 0.88%
203-181-03-00 2780 STATE ST 4444 2160 6,604 $306.18 0.34%
203-181-04-00 2802 STATE ST 13717 3820 17,537 $813.07 0.90%
203-181-05-00 2808 STATE ST 6699 6500 13,199 $611.95 0.67%
203-181-07-00 2801 ROOSEVELT ST 10209 3400 13,609 $630.95 0.70%
203-181-08-00 2785 ROOSEVELT ST 9381 2015 11,396 $528.35 0.58%
203-181-09-00 2777 ROOSEVELT ST 9428 1030 10,458 $484.86 0.53%
203-181-10-00 2775 ROOSEVELT ST 10336 2500 12,836 $595.12 0.66%
203-181-12-00 2805 ROOSEVELT ST 25265 6740 32,005 $1,483.85 1.63%
203-181-13-00 2836 STATE ST 15102 9760 24,862 $1,152.68 1.27%
203-181-16-00 No Site Address 9545 0 9,545 $442.54 0.49%
203-181-19-00 2742 STATE ST 30492 14630 45,122 $2,091.99 2.30%
203-182-04-00 2804 ROOSEVELT ST 107158 36655 143,813 $6,667.61 7.35%
203-291-01-00 570 GRAND AV 9205 6260 15,465 $717.00 0.79%
203-291-02-00 558 GRAND AV 4883 3600 8,483 $393.30 0.43%
203-291-03-00 510 GRAND AV 13523 9635 23,158 $1,073.67 1.18%
203-292-01-00 2998 STATE ST 10971 7328 18,299 $848.40 0.93%
203-292-02-00 2978 STATE ST 3325 1500 4,825 $223.70 0.25%
203-292-04-00 2956 STATE ST 3849 609 4,458 $206.69 0.23%
203-292-05-00 2946 STATE ST 7000 3150 10,150 $470.58 0.52%
203-292-06-00 2940 STATE ST 3260 4600 7,860 $364.41 0.40%
203-292-07-00 2916 STATE ST 10514 6000 16,514 $765.64 0.84%
203-292-08-00 2906 STATE ST 7363 1600 8,963 $415.55 0.46%
203-292-09-00 555-595 GRAND AV 6915 4600 11,515 $533.87 0.59%
203-292-10-00 2921 ROOSEVELT ST 6706 1200 7,906 $366.55 0.40%
203-292-11-00 2933 ROOSEVELT ST 6996 2990 9,986 $462.98 0.51%
203-292-18-00 570 CARLSBAD VILLAGE DR 6750 3632 10,382 $481.34 0.53%
203-292-21-00 2965 ROOSEVELT ST 17425 6065 23,490 $1,089.07 1.20%
203-292-22-00 560 CARLSBAD VILLAGE DR 1972 22221 24,193 $1,121.66 1.24%
203-292-23-00 2972 STATE ST 1600 1,600 $74.18 0.08%
203-292-24-00 2966 STATE ST 1600 1,600 $74.18 0.08%
203-292-25-00 2960 STATE ST 9811 1152 10,963 $508.28 0.56%
203-293-01-00 2907 STATE ST 5000 8700 13,700 $635.17 0.70%
203-293-04-00 2947 STATE ST 7315 4825 12,140 $562.85 0.62%
203-293-05-00 2959 STATE ST 6935 7967 14,902 $690.90 0.76%
203-293-06-00 430 CARLSBAD VILLAGE DR 7219 0 7,219 $334.69 0.37%
5.2015 19
3^
203-293-08-00 2943 STATE ST 7327 5368 12,695 $588.58 0.65%
203-293-09-00 2913 STATE ST 1269 6300 7,569 $350.92 0.39%
203-293-10-00 2917 STATE ST 34848 5126 39,974 $1,853.32 2.04%
203-294-01-00 2825 STATE ST 5218 5000 10,218 $473.74 0.52%
203-296-05-00 3095 STATE ST 5200 2520 7,720 $357.92 0.39%
203-296-07-00 417 CARLSBAD VILLAGE DR 6996 3402 10,398 $482.08 0.53%
203-296-08-00 425 CARLSBAD VILLAGE DR 11244 8360 19,604 $908.90 1.00%
203-296-11-00 3087 STATE ST 9702 2400 12,102 $561.09 0.62%
203-297-01-00 539 CARLSBAD VILLAGE DR 7216 5322 12,538 $581.30 0.64%
203-297-02-00 525 CARLSBAD VILLAGE DR 7000 3434 10,434 $483.75 0.53%
203-297-03-00 505 CARLSBAD VILLAGE DR 7173 3500 10,673 $494.83 0.55%
203-297-04-00 3044 STATE ST 12199 3268 15,467 $717.10 0.79%
203-297-05-00 3060 STATE ST 6223 900 7,123 $330.24 0.36%
203-297-06-00 3068 STATE ST 6011 1556 7,567 $350.83 0.39%
203-297-08-00 3080 STATE ST 6009 1600 7,609 $352.78 0.39%
203-297-09-00 542 OAK AV 6007 610 6,617 $306.78 0.34%
203-301-05-00 640 GRAND AV 32670 17160 49,830 $2,310.27 2.55%
203-303-21-00 725 GRAND AV 14210 6656 20,866 $967.41 1.07%
203-304-01-00 645 GRAND AV 7182 2818 10,000 $463.63 0.51%
203-304-16-00 2945 MADISON ST 7074 914 7,988 $370.35 0.41%
203-304-17-00 2937 MADISON ST 6864 0 6,864 $318.24 0.35%
203-304-18-00 No Site Address 6984 0 6,984 $323.80 0.36%
203-304-19-00 699 GRAND AV 7051 5676 12,727 $590.06 0.65%
203-304-26-00 660 CARLSBAD VILLAGE DR 8546 5402 13,948 $646.67 0.71%
203-304-27-00 2956 ROOSEVELT ST 3484 2000 5,484 $254.25 0.28%
203-304-29-00 690 CARLSBAD VILLAGE DR 4996 5367 10,363 $480.46 0.53%
203-304-30-00 2963 MADISON ST 7556 1600 9,156 $424.50 0.47%
203-304-31-00 No Site Address 7668 0 7,668 $355.51 0.39%
203-305-13-00 675 CARLSBAD VILLAGE DR 17229 6400 23,629 $1,095.51 1.21%
203-305-15-00 645 CARLSBAD VILLAGE DR 24394 5786 30,180 $1,399.24 1.54%
203-306-01-00 561 CARLSBAD VILLAGE DR 4500 1276 5,776 $267.79 0.30%
203-306-02-00 571 CARLSBAD VILLAGE DR 5893 4500 10,393 $481.85 0.53%
203-306-06-00 3045 ROOSEVELT ST 3429 2890 6,319 $292.97 0.32%
203-306-07-00 No Site Address 3361 0 3,361 $155.83 0.17%
203-306-08-00 3055 ROOSEVELT ST 6776 504 7,280 $337.52 0.37%
203-306-09-00 3067 ROOSEVELT ST 6923 1056 7,979 $369.93 0.41%
203-306-10-00 3085 ROOSEVELT ST 6994 960 7,954 $368.77 0.41%
203-306-11-00 3091 ROOSEVELT ST 6854 1846 8,700 $403.36 0.44%
203-306-12-00 3025 ROOSEVELT ST 10291 0 10,291 $477.12 0.53%
204-010-16-00 505 OAK AV 12367 3520 15,887 $736.57 0.81%
Total Non-Govt Parcels $82,916.93 91.34%
Total Govt Parcels $7,858.07 8.66%
Total All Parcels $90,775.00 100.00%
5.2015 20
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
EXHIBIT 3
APN NUMBER SITE ADDRESS
ANNUAL
ASSESSMENT
AMOUNT
PERCENTAGE
1552000800 No Site Address $1,817.62 2.00%
2032940200 2829 STATE ST $209.47 0.23%
2032940300 2833 STATE ST $112.34 0.12%
2032940400 No Site Address $115.54 0.13%
2032940500 No Site Address $121.89 0.13%
2032940600 2897 STATE ST $229.31 0.25%
2032950101 2787 STATE ST $851.27 0.94%
2032960600 3045 STATE ST $749.83 0.83%
2033040200 2922 ROOSEVELT ST $318.51 0.35%
2033040300 No Site Address $161.76 0.18%
2033040400 No Site Address $157.45 0.17%
2033040500 2936 ROOSEVELT ST $336.50 0.37%
2033040900 2992 ROOSEVELT ST $506.47 0.56%
2033042000 2970 ROOSEVELT ST $314.39 0.35%
2040100500 No Site Address $1,716.64 1.89%
2040100600 No Site Address $139.09 0.15%
TOTALS $7,858.07 8.66%
YES, I want my property(ies) to be included in this Business Improvennent 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
Kathryn B. Dodson,
Interim City Manager
STATEMENT OF AUTHORITY TO SIGN THIS PETITION - {Must be completed by petition signer)
I, Kathryn B. Dodson hereby certify (or declare) under penalty of perjury under the laws ofthe
HKIN I NAMt (JLhAKLY
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 _ / Petitioner Signature:
NOTE: ALL FIELDS MUST BE COMPLETED. PETITIONS WITH EMPTY FIELDS WILL BE REJECTED.
Please Return To:
Urban Place Consulting Group, Inc.
c/o Carlsbad Village Association
2788 State St.
Carlsbad, CA 92008
ashley@urbanplaceconsulting.com
Village Revitalization Professional Services EXHIBIT 4
SCOPE OF WORK & BUDGET
ECONOMIC DEVELOPMENT
Efforts in this area will be focused on continuing the economic development
work that has attracted over $43 million in new investment in the past three
years. At a minimum, tasks will include:
Retail recruitment
Facilitating broker and developer meetings
Facilitating the development approval and permitting process
Village & Barrio Plan acceptance and implementation
Traffic impact fee advocacy
Parking management advocacy
Curb cafe policy improvement and extension
Developing a fagade improvement program
Conducting pedestrian & bicycle counts and parking studies
Public space development and activation
City project (CIP, etc.) liaison
TOTAL ECONOMIC DEVELOPMENT $ 55,000
MARKETING AND COMMUNICATION
Efforts in this area will be focused on continuing the marketing and
communication work that has led to 1,800 email subscribers, an engaged
social media following, over 45 press mentions, and over a million
impressions related to Carlsbad Village. At a minimum, tasks will include:
Multimedia marketing campaigns
Media management, press outreach and releases
Social media management
Blog and email newsletter management
Graphic design
TOTAL MARKETING AND COMMUNICATION $ 23,000
EVENTS
Efforts in this area will be focused on continuing to produce and coordinate
popular Village events that have improved the sense of community and
brought new visitors to Carlsbad Village. Those events include:
Flicks at the Fountain 2015 $ 17,000
Friday Night Live 2015 $ 5,000
TOTAL EVENTS $ 22,000
TOTAL $ 100,000
Fees are based on a fully loaded charge of $80 per hour.
Carlsbad Village Association
Executed
Documents
To
Follow
PETITION TO ESTABLISH THE
GARLSBAD VILLAGE PROPERTY BASED
BUSINESS IMPROVEMENT DISTRICT
PURSUANT TO (SECTION 36600 ET. SEQ OF THE
CALIFORNIA STREETS AND HIGHWAYS CODE)
LEGAL OWNER: CITY OF CARLSBAD
EXHIBIT 3
APN NUMBER SITE ADDRESS
ANNUAL
ASSESSMENT
AMOUNT
PERCENTAGE
1552000800 No Site Address $1,817.62 2.00%
2032940200 2829 STATE ST $209.47 0.23%
2032940300 2833 STATE ST $112.34 0.12%
2032940400 No Site Address $115.54 0.13%
2032940500 No Site Address $121.89 0.13%
2032940600 2897 STATE ST $229.31 0.25%
2032950101 2787 STATE ST $851.27 0.94%
2032960600 3045 STATE ST $749.83 0.83%
2033040200 2922 ROOSEVELT ST $318.51 0.35%
2033040300 No Site Address $161.76 0.18%
2033040400 No Site Address $157.45 0.17%
2033040500 2936 ROOSEVELT ST $336.50 0.37%
2033040900 2992 ROOSEVELT ST $506.47 0.56%
2033042000 2970 ROOSEVELT ST $314.39 0.35%
2040100500 No Site Address $1,716.64 1.89%
2040100600 No Site Address $139.09 0.15%
TOTALS $7,858.07 8.66%
I I YES, I want my property(ies) to be included in tiiis Business Improvement District.
Property Owner's Name
(Please Print or Type)
City of Carlsbad
Property Owner's OR Duly Authorized Representati>
Signati
ive's //^. ure \(^<JAJ<.-^
Title
(Please Print or Type)
Date
Kathryn B. Dodson,
Interim City Manager
STATEMENT OF AUTHORITY TO SIGN THIS PETITION - (Must be completed by petition signer)
I, Kathryn B. Dodson hereby certify (or declare) under penalty of perjury under the laws ofthe
FKINI NAMtCLtAKLY
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 tme, correct, and complete to
the best of my knowledge as of U ilia l\S Petitioner Signature: ^^^^^-^''^^^^^
NOTE: ALL FIELDS MUST BE COMPLETED. PETITIONS WITH EMPTY FIELDS WILL BE REJECTED.
Please Return To:
Urban Place Consulting Group, Inc.
c/o Carlsbad Village Association
2788 State St.
Carlsbad, CA 92008
ashley@urbanplaceconsulting.com