HomeMy WebLinkAbout2019-06-25; City Council; ; Fiscal Year 2019-20 Preliminary Engineer's Report for the annual levy of assessments within Lighting and Landscaping District No. 2, a Special Assessment District.the increase in the Consumer Price Index (CPI) on an annual basis. The change in the San Diego
County CPI from January 2018 to January 2019 was 2.2% and is reflected in the maximum
assessment rates for Fiscal Year 2019-20.
The actual annual assessment is the amount that will be charged to each property owner on
their 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 proposed assessment rates for a single-family residential
parcel per year range from a low of $4.51 per parcel to a high of $165.00 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.
PROPOSED ASSESSMENTS FOR THE AVERAGE SINGLE-FAMILY PARCEL
Maximum Actual Proposed
Development Annual Annual Annual Explanation of Proposed
Assessment Assessment Assessment Change to Assessment Rates Zones Rate Rate Rate for FY 2019-20
FY 2019-20 FY 2018-19 FY 2019-20
Calavera Hills II $229.91 $121.25 $123.46 Slight increase in both lighting
and median maintenance costs.
Kelly Ranch $139.38 $121.50 $123.62 Slight increase in both lighting
and median maintenance costs.
The Oaks South $488.16 $4.42 $4.51 Slight increase in lighting
maintenance costs.
Thompson/Tabata $257.37 $151.97 $154.69 Slight increase in both lighting
and median maintenance costs.
Palomar Forum/
Carlsbad Raceway $190.62 $101.81 $103.48 Slight increase in both lighting
(all non-and median maintenance costs.
residential)
Bressi Ranch $253.16 $54.87 $55.75 Slight increase in both lighting
and median maintenance costs.
La Costa Greens $454.55 $49.77 $50.58 Slight increase in both lighting
and median maintenance costs.
La Costa Ridge $43.79 $27.93 $28.38 Slight increase in both lighting
and median maintenance costs.
June 25, 2019 Item #4 Page 2 of 38
PROPOSED ASSESSMENTS FOR THE AVERAGE SINGLE-FAMILY PARCEL (CONTINUED}
Maximum Actual Proposed
Development Annual Annual Annual Explanation of Proposed
Assessment Assessment Assessment Change to Assessment Rates Zones Rate Rate Rate for FY 2019-20
FY 2019-20 FY 2018-19 FY 2019-20
Oaks North Industrial Increase in the per unit
(all non-$61.02 $59.71 $61.02 maintenance cost for trees
along with a slight increase in residential) lighting maintenance costs.
Robertson Ranch $277.98 $162.19 $165.00 Slight increase in both lighting
East and median maintenance costs.
Oaks North $387.93 $8.20 $8.38 Slight increase in lighting
Residential maintenance costs.
La Costa Town $471.39 $158.80 $161.64 Slight increase in both lighting
Square and median maintenance costs.
Fair Oaks Valley $500.91 $0.00 $0.00 No assessment, HOA is currently
maintaining all improvements.
Quarry Creek $132.25 $20.43 $23.18 Slight increase in lighting
maintenance costs.
Increase in the per unit
Robertson Ranch maintenance cost for trees along
West $297.48 $108.19 $113.81 with a slight increase in both
lighting and median maintenance
costs.
Staff will present a summarized report on the maintenance and operations procedures of
District No. 2, as introduced in the attached Preliminary Engineer's Report, at the public hearing
scheduled for July 9, 2019.
Fiscal Analysis
The Fiscal Year 2019-20 Street Lighting and Landscaping District No. 2 total assessments for the
15 zones are projected to be $699,062. 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 2019-20 assessments, $347,179 will be spent
on maintenance operations and $344,092 will be set aside for future replacement of
improvements.
June 25, 2019 Item #4 Page 3 of 38
Next Steps
The finance department will work with the assessment engineer to complete the Final
Engineer's Report for Fiscal Year 2019-20 for Lighting and Landscaping District No. 2 and the
public hearing and adoption for the annual levy of assessments will be held on July 19, 2019.
Environmental Evaluation (CEQA)
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.
Public Notification
This item was noticed in accordance with the Ralph M. Brown Act and was available for viewing
at least 72 hours prior to the meeting date.
Exhibits
1. City Council Resolution.
June 25, 2019 Item #4 Page 4 of 38
RESOLUTION NO. 2019-101
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD,
CALIFORNIA, INITIATING THE PROCEEDINGS, APPROVING THE PRELIMINARY
ENGINEER'S REPORT FOR FISCAL YEAR 2019-20 AND SETTING A PUBLIC
HEARING FOR JULY 9, 2019 FOR THE ANNUAL LEVY OF ASSESSMENTS
WITHIN LIGHTING AND LANDSCAPING DISTRICT NO. 2, A SPECIAL
ASSESSMENT DISTRICT
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 22500), the special
assessment district is known and designated as Street Lighting and Landscaping District No. 2
(hereinafter referred to as the "Assessment District"); and
WHEREAS, the Assessment District is an existing assessment district in which assessments are
not proposed to be increased as defined by Article XIIID of the California Constitution (Proposition
218) and the Proposition 218 Omnibus Implementation Act, and is therefore exempt from the
procedures and requirements pursuant to California Constitution Article XIIID § 5 (a); and
WHEREAS, the City Council wishes to initiate proceedings to provide for the annual levy of
assessments for the next ensuing fiscal year to provide for the annual costs for maintenance of
improvements defined as existing street lighting, median landscaping and street trees
("Improvements"), within the Assessment District; and
WHEREAS, a preliminary Engineer's Report (the "Report) has been prepared and is presented
to this City Council and is attached as Attachment A, as required by law, and this City Council is
desirous of continuing with the proceedings for said annual levy; and
WHEREAS, the improvements to be maintained shall consist of all originally designated and
authorized improvements, as well as certain new and additional improvements; and
WHEREAS, this City Council has 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
June 25, 2019 Item #4 Page 5 of 38
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.
2.
That the above recitations are true and correct.
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 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
Attachment A 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 said improvements are of direct benefit to the properties within the boundaries
of the Assessment District, which the legislative body previously declared to be the
area benefited by the improvement, as identified and referenced in the boundary map
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 which is designated by the name of this
Assessment District.
4. That the Improvements are hereby referred to Harris & Associates, who is hereby
directed to make and file the Report generally containing the following:
June 25, 2019 Item #4 Page 6 of 38
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 commencing July 1, 2019
and ending June 30, 2020;
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.
5. 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. 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 ofthe California Constitution (Proposition 218) and the Proposition 218
Omnibus Implementation Act.
6. 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 9, 2019, 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
June 25, 2019 Item #4 Page 7 of 38
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 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.
7. 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.
8. For any and all information relating to these proceedings, including information
II
II
II
II
relating to protest procedure, your attention is directed to the person designated
below:
ANNA TAN-GATUE, PROJECT ENGINEER
HARRIS & ASSOCIATES
TELEPHONE: (800) 827-4901 EXT. 2344
Owners of property within the Assessment District may mail written protests to the
following address:
CITY OF CARLSBAD, CITY CLERK
1200 CARLSBAD VILLAGE DRIVE, CARLSBAD, CA 92008
June 25, 2019 Item #4 Page 8 of 38
PASSED, APPROVED AND ADOPTED at a Regular Meeting ofthe City Council of the City of
Carlsbad on the 25th day of June, 2019, by the following vote, to wit:
AYES:
NAYS:
ABSENT:
Hall, Blackburn, Bhat-Patel, Schumacher, Hamilton.
None.
None. M~g
\ima@~
[?1--BARBARA ENGLESON, City Clerk
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June 25, 2019 Item #4 Page 9 of 38
Preliminary Engineer's Report
Street Lighting and Landscaping District No. 2
City of Carlsbad
Fiscal Year 2019-2020
TABLE OF CONTENTS
■ I Harris & Associates
Statement of Assessment Engineer .................................................................................................................... l
Part A-Plans and Specifications ........................................................................................................................ 3
Part B -Estimate of Costs ................................................................................................................................... 6
Part C-Method of Apportionment ................................................................................................................. 11
Part D -Assessment Roll .................................................................................................................................. 27
Part E -Assessment Diagram ........................................................................................................................... 27
ii
June 25, 2019 Item #4 Page 11 of 38
Preliminary Engineer's Report
Street Lighting and Landscaping District No. 2
City of Carlsbad
■ I Harris & Associates
Fiscal Year 2019-2020
STATEMENT OF ASSESSMENT ENGINEER
FISCAL VEAR 2019-20
ENGINEER'S REPORT PREPARED PURSUANT
TO THE PROVISIONS OF THE
LANDSCAPING AND LIGHTING ACT OF 1972
SECTION 22500 THROUGH 22679
OF THE CALIFORNIA STREETS AND HIGHWAYS CODE,
ARTICLE XIIID OF THE CALIFORNIA CONSTITUTION, AND
THE PROPOSITION 218 OMNIBUS IMPLEMENTATION ACT
(GOVERNMENT CODE SECTION 53750 ET SEQ.)
Pursuant to Landscaping and Lighting Act of 1972 (Part 2 of Division 15 of the Streets and Highways Code)
(the "1972 Act"), Article XIIID of the California Constitution ("Article XIIID") and the Proposition 218
Omnibus Implementation Act (Government Code Section 53750 and following) (the "Implementation Act"
and together with the 1972 Act and Article XIIID, the "Assessment Law") and in accordance with the
Resolution of Initiation, adopted by the City Council of the City of Carlsbad, State of California, in
connection with the proceedings for:
STREET LIGHTING AND LANDSCAPING DISTRICT NO. 2
hereinafter referred to as the "Maintenance District" or "District", I, 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.
1
June 25, 2019 Item #4 Page 12 of 38
Preliminary Engineer's Repo rt
Street Lighting and Landscaping District No. 2
City of Carlsbad
B I Harris & Associates
Fiscal Year 2019-2020
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.
2
June 25, 2019 Item #4 Page 13 of 38
Preliminary Engineer's Report
Street Lighting and Landscaping District No. 2
City of Carlsbad
B I Harris & Associates
F~caIYear2019-2020
PART A-PLANS AND SPECIFICATIONS
The improvements, which have been constructed or which may be subsequently constructed within and
adjacent to the Maintenance District and that will be serviced and maintained, and the proposed
maintenance and services are generally described as follows:
DESCRIPTION OF IMPROVEMENTS TO BE MAINTAINED AND SERVICED
The proposed improvements (collectively, the "Improvements") proposed to be maintained and serviced
are generally described as follows:
Landscaping and Appurtenant Improvements
Landscaping improvements (collectively, the "Landscaping Improvements") include but are not
limited to: landscaping, planting, shrubbery, trees, irrigation systems, hardscapes and fixtures in
public street and sidewalk rights-of-way, including medians, parkways and other easements
dedicated to the City of Carlsbad within the bol!ndaries of the Maintenance District.
Street Lighting and Appurtenant Improvements
Street lighting improvements (collectively, the "Street Lighting Improvements") include but are not
limited to: poles, fixture-s, 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 oftrimmings, 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
3
June 25, 2019 Item #4 Page 14 of 38
Preliminary Engineer's Report
Street Lighting and Landscaping District No. 2
City of Carlsbad
R I Harris & Associates
Fiscal Year 2019-2020
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.
The following provides descriptions of the Zones of Benefit within the Maintenance District:
Zone 1-Encompasses the Calavera Hills II Development and funds the operation and maintenance
of street lighting, street trees, and medians.
Zone 2 -Encompasses the Kelly Ranch Core Development and funds the operation and maintenance
of street lighting and medians.
Zone 3 -Encompasses the Oaks South Development and funds the operation and maintenance of
street lighting, street trees and medians.
Zone 4 -Encompasses the Thompson/Tabata Development and funds the operation and
maintenance of street lighting, street trees, and medians.
Zone 5 -Encompasses the Palomar Forum Development and the Carlsbad Raceway Development
and funds the operation and maintenance of street lighting and medians.
Zone 6 -Encompasses the Bressi Ranch Development and funds the operation and maintenance of
street lighting, street trees, and medians.
Zone 7 -Encompasses the La Costa Greens Development and funds the operation and maintenance
of street lighting, street trees, and medians.
Zone 8 -Encompasses the La Costa Ridge Development, including Village 2.6, and funds the
operation and maintenance of street lighting, street trees, and medians.
Zone 9 -Encompasses the Oaks North Business Park Development and funds the operation and
maintenance of street lighting and street trees.
Zone 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.
4
June 25, 2019 Item #4 Page 15 of 38
Preliminary Engineer's Report
Street Lighting and Landscaping District No. 2
City of Carlsbad
■ I Harris & Associates
Fiscal Year 2019-2020
Zone 15-Encompasses the west village of the Robertson Ranch Development and funds the
operation and maintenance of street lighting, street trees, and medians.
The plans and specifications for the Improvements, showing the general nature, location and the extent of
the Improvements, are on file in the city's Public Works Department and are by reference herein made a
part of this report.
5
June 25, 2019 Item #4 Page 16 of 38
Preliminary Engineer's Report
Street Lighting and Landscaping District No. 2
City of Carlsbad
Fiscal Year 2019-2020
H I Harris & Associates
• A total of $19,562 is associated with exceeding costs not included in the FY 2019-20 assessment
rate. For Zones 4, 9, and 15, the calculated budgeted rate exceeds the maximum rate, therefore the
FY 2019-20 Assessment Rate was limited to the maximum rate. The difference of $19,562 has been
added to the total Replacement Reserve amount to be covered by the City's General Fund.
10
June 25, 2019 Item #4 Page 21 of 38
Preliminary Engineer's Report
Street Lighting and Landscaping District No. 2
City of Carlsbad
B I Harris & Associates
Fiscal Year 2019-2020
PART C -METHOD OF APPORTIONMENT
GENERAL
The 1972 Act permits the establishment of assessment districts by cities for the purpose of providing
certain public improvements which include the construction, maintenance and servicing of street lights,
t raffic 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 typically consists of 40 watt lights.
Street lights on or associated with traffic signals located at arterial-to-local connectors are
considered to be 100% special benefit to those developments taking direct access at these
intersections.
General Benefit. There are no general benefits associated with local lighting.
'
11
June 25, 2019 Item #4 Page 22 of 38
Preliminary Engineer's Report
Street Lighting and Landscaping District No. 2
City of Carlsbad
B I Harris & Associates
Fiscal Year 2019-2020
Arterial Lighting.
Special Benefit. The operation, maintenance and servicing of arterial lighting provides a special
benefit to each and every assessable lot or parcel within the development or vicinity which are
adjacent to such lighting resulting in: 1) improved nighttime visibility for the access of emergency
vehicles, and 2) improved safety and traffic circulation to and from parcels. Arterial lighting typically
consists of 100 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 following table shows the calculation of the cost estimate for general benefit for
streetlights.
12
June 25, 2019 Item #4 Page 23 of 38
Preliminary Engineer's Report
Street Lighting and Landscaping District No. 2
City of Carlsbad
B I Harris & Associates
Fiscal Year 2019-2020
• 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.
• Street trees along the arterial roadways provide aesthetic benefits to people walking through
the city. Per the 2005 Traveler Opinion and Perception Survey conducted by the Federal
Highway Administration, approximately 10.9% of all trips are considered Walking Trips.
Therefore, 10.9% of the Street Tree Improvements of the city's arterial roadways are
considered general benefit, and only 89.1% of these Street Tree improvements will be used to
estim-ate the special benefit costs.
• 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 15 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 ofthe 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 ofthe 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.
14
June 25, 2019 Item #4 Page 25 of 38
Preliminary Engineer's Report
Street Lighting and Landscaping District No. 2
City of Carlsbad
■ I Harris & Associates
Fiscal Year 2019-2020
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 6 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 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.
Zone 3 -The Oaks South
The Oaks South development is located to the northeast of the intersection of Rancho Santa Fe
Road and Camino de las Caches 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
15
June 25, 2019 Item #4 Page 26 of 38
Preliminary Engineer's Report
Street Lighting and Landscaping District No. 2
City of Carlsbad
B I Harris & Associates
Fiscal Year 2019-2020
any such improvements pursuant to the Agreement, (b) as a result of the failure of the HOA to
maintain any such Improvements, the city is required to undertake such maintenance and (c) the
HOA has failed to reimburse the city for the cost of such maintenance as required pursuant to the
Agreement.
The development consists of SFD units, and 1.62 acres of Non-Res property that have local street
lights and street trees in the public streets directly adjacent to them.
All of the development receives special benefit from the arterial street lighting and medians on
Rancho Santa Fe Road. The median improvements on Rancho Santa Fe Road extend into an open
space area that separates The Oaks South from The Oaks North development. This median provides
an aesthetic link between the two developments and therefore 50% of the costs of the medians
within the open space area to the north of The Oaks South is apportioned to The Oaks South, and
50% is apportioned to The Oaks North.
Zone 4 -Thompson / Tabata
The Thompson/Tabata development is located along Poinsettia Lane west of Aviara Parkway and is
comprised of varying types of land uses that benefit from the operation and maintenance of street
· lighting, street trees and medians within and directly adjacent to the development. It is anticipated
that the HOA will maintain the street trees. The city and the owners of the land within the
Thompson/Tabata property have an Agreement to provide for the maintenance of such
improvements by the HOA; therefore, annual assessments will be levied within Zone 4 for the
maintenance of street trees only if (a) the HOA fails to maintain such street trees pursuant to the
Agreement, (b) as a result of the failure of the HOA to maintain such street trees, the city is
required to undertake such maintenance and (c) the HOA has failed to reimburse the city for the
cost of such maintenance as required pursuant to the Agreement.
The development consists of SFD units that have local street lights and street trees in the public
streets directly adjacent to them, and SFA units that take access off streets with local streetlights
but do not have street trees directly adjacent to them.
All of the development receives special benefit from the arterial street lighting and medians on
Poinsettia Lane.
The existing SFD property, Assessor's Parcel Number 214-170-81-00, is already assessed in Street
Lighting and Landscaping District No. 1 and is therefore exempted from this District.
Zone 5 -Palomar Forum/ Carlsbad Raceway
Zone 5 includes two non-residential developments that are directly adjacent to each other, Palomar
Forum and Carlsbad Raceway.
The Palomar Forum development is located along the northerly side of Palomar Airport Road, east
of Melrose Drive, and is comprised of 51.63 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.
16
June 25, 2019 Item #4 Page 27 of 38
Preliminary Engineer's Report
Street Lighting and Landscaping District No. 2
City of Carlsbad
Fiscal Year 2019-2020
H I Harris & Associates
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 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 of7.6 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 38 SFA units that have local street trees, but do not have local street lights, in
the streets directly adjacent to them. There are 64 SFD units on private streets, with no public local
street lights or street trees. There are 180 APT units, a Pump Station, and a Golf Course that are
within the development and are taken into consideration when spreading the special benefits, but
are not part of this district and are assessed in Street Lighting and Landscaping District No. 1.
17
June 25, 2019 Item #4 Page 28 of 38
Preliminary Engineer's Report
Street Lighting and Landscaping District No. 2
City of Carlsbad
Fiscal Year 2019-2020
B I Harris & Associates
Street trees and street lights along Alicante Road are classified as Collector Trees and Collector
100W Lights. The annual cost to maintain these trees and street lights will be spread among the
development areas that are directly adjacent to and take access from Alicante Road.
It is anticipated that the HOA will maintain the local streetlights and the street trees within the
residential areas and the medians within Poinsettia Lane. The city and the owners of the land
within the Greens have an Agreement to provide for the maintenance of such improvements by the
HOA; therefore, annual assessments will be levied within Zone 7 for the maintenance of the local
street lights and the medians only if (a) the HOA fails to maintain any such street lights and medians
pursuant to the Agreement, (b) as a result of the failure of the HOA to maintain any such
Improvements, the city is required to undertake such maintenance and (c) the HOA has failed to
reimburse the city for the cost of such maintenance as required pursuant to the Agreement.
The entire development receives special benefit from the arterial street lighting on El Camino Real,
Alga Road, and Poinsettia Lane.
All of the development receives special benefits from medians in El Camino Real, Alga Road, and
Poinsettia Lane.
Zone 8 -La Costa Ridge
The Ridge development is located east of El Fuerte Street, south of Alga Road, west of Rancho
Santa Fe Road, and northwest of San Marcos Creek. It is comprised of residential land uses that
receive special benefit from the medians and street lighting directly adjacent to the development.
There are 263 SFD units on private streets, with no public local street lights or street trees directly
adjacent to them. In Village 2.6, there are 53 SFD units and a 0.18 acre park on private streets, with
no public local street lights or street trees within this area. There are also 2 acres of Non-Res
parcels within the development that are taken into consideration when spreading the special
benefit, but are not part of this district and are assessed in Street Lighting and Landscaping District
No. 1.
Though the streets within the Ridge development are private, the entire development receives
special benefit from the collector street lighting directly adjacent to the development on El Fuerte
Street along the westerly side of the development and the public portion of Corintia Street on the
easterly side of the development.
Village 2.6 is the only portion of the Ridge development that benefits from the street t rees 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 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
18
June 25, 2019 Item #4 Page 29 of 38
Preliminary Engineer's Report
Street Lighting and Landscaping District No. 2
City of Carlsbad
B I Harris & Associates
Fiscal Year 2019-2020
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 streettrees within and directly adjacent to
the development.
There are 167.83 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, a total of 2.02 acres of
designated recreation areas, and a 15.51 acre Fire Station that all have local trees and local street
lights in the public streets directly adjacent to them. There are anticipated to be 23 SFD units and a
0.44 acre Park that is part of the Robertson Ranch West Village, but will be directly adjacent to the
East Village and take 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 10 for the
maintenance of the local street trees only if (a) the HOA fails to maintain 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
19
June 25, 2019 Item #4 Page 30 of 38
Preliminary Engineer's Report
Street Lighting and Landscaping District No. 2
City of Carlsbad
■ I Harris & Associates
Fiscal Year 2019-2020
land uses that receive special benefit from the street lighting, street trees, and medians within and
directly adjacent to the development.
It is anticipated that the HOA will maintain the local streetlights and the street trees, and the
medians within the residential areas. The city and the owners of the land within the Oaks North
have an Agreement to provide for the maintenance of such improvements by the HOA; therefore,
annual assessments will be levied within Zone 11 for the maintenance of the local street lights and
street trees only if (a) the HOA fails to maintain any such street lights pursuant to the Agreement,
(b) as a result of the failure of the HOA to maintain any such Improvements, the city is required to
undertake such maintenance and (c) the HOA has failed to reimburse the city for the cost of such
maintenance as required pursuant to the Agreement.
There are 283 SFD units and a 2.26 acre park on public streets, with local street lights and street
trees within and directly adjacent to them. There are a total of 168 APT units, a 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 64 SFDs that all have local street lights and trees in the public streets directly adjacent to
them. There is are 43.93 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
20
June 25, 2019 Item #4 Page 31 of 38
Preliminary Engineer's Report
Street Lighting and Landscaping District No. 2
City of Carlsbad
■ I Harris & Associates
Fiscal Year 2019-2020
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 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.
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. 34,105 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
100W 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 willmaintain 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 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 SFD and SFA units, 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 100W lights. The annual cost to maintain these trees and
21
June 25, 2019 Item #4 Page 32 of 38
Preliminary Engineer's Report
Street Lighting and Landscaping District No. 2
City of Carlsbad
B I Harris & Associates
Fiscal Year 2019-2020
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 any such 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 15 -Robertson Ranch West Village
The Robertson Ranch West Village development is located on the north east corner of El Camino
Real and Tamarack Avenue. 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 anticipated to be a total of 1.66 acres of designated recreation areas in Planning Area 6
and a total of 174 SFD units in Planning Areas 3 and 6 that have local street lights and trees in the
public streets directly adjacent to them. There are anticipated to be a total of 364 APT units in
Planning Areas 7 and 8, 14.85 acres of Non-Res in Planning Area 11, 1.20 acres of designated
recreation areas in Planning Area 4 are on designated collector streets, and therefore are not
considered to have any local street lights or street trees directly adjacent to them. There are
anticipated to be 0.40 acres of Park in Planning Area 9/10 and 111 SFD units in Planning Areas 5 and
9/10 that are on private streets, and therefore are not considered to have any local street lights or
trees directly adjacent to them. There is anticipated to be a 1.87 acres of designed Non-Res in
Planning Area 2 that is located off of El Camino Real that does not benefit from local or collector
street lighting or trees.
Robertson Road (from Tamarack Avenue to the landscaping circle and from Wellspring Street to
West Ranch Street), West Ranch Street, and the public portion of Gage Drive are designated as
Collector Streets. The street lights and street trees along these streets are classified as Collector
40W Lights, Collector 100W Lights, and Collector Trees. The annual cost to maintain these collector
improvements will be spread among the development areas that are directly adjacent to and take
access from the Collector Streets. The Non-Res in Planning Area 2 does not receive special benefit
from the trees and lights on the Collector Streets.
It is anticipated that the HOA will maintain the street trees. The city and the owners of the land
within Robertson Ranch have an Agreement to provide for the maintenance of such improvements
by the HOA; therefore, annual assessments will be levied within Zone 15 for the maintenance of the
local street trees only if (a) the HOA fails to maintain any such street trees pursuant to the
Agreement, (bl as a result of the failure of the HOA to maintain any such Improvements, the city is
required to undertake such maintenance and (cl the HOA has failed to reimburse the city for the
cost of such maintenance as required pursuant to the Agreement.
22
June 25, 2019 Item #4 Page 33 of 38
Preliminary Engineer's Report
Street Lighting and Landscaping District No. 2
City of Carlsbad
■ I Harris & Associates
Fiscal Year 2019-2020
The entire development receives special benefit from the arterial street lighting on El Camino Real
and Tamarack Avenue.
The entire development also benefits from medians in El Camino Real and Tamarak Avenue. There
will be approximately 44,726 square feet of medians in El Camino Real along the south side of the
development and approximately 1,440 square feet of medians in College Blvd along the easterly
side of the development. The Roberson Ranch West Village is on the north side of El Camino Real
and the east side of Tamarak Avenue. The developments on the opposite sides of El Camino Real
and Tamarak Avenue will benefit from the improved aesthetics of the medians directly adjacent to
this property; therefore 50% of the benefit for the medians in El Camino Real and Tamarak Avenue
is apportioned to the Robertson Ranch West Village (22,363 sf of medians in El Camino Real and
720 sf of medians in Tamarak Avenue).
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 per7,500 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 ofthe 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.
23
June 25, 2019 Item #4 Page 34 of 38
Preliminary Engineer's Report
Street Lighting and Landscaping District No. 2
City of Carlsbad
Fiscal Year 2019-2020
• • • • i
Collectot
Local Local Arterial
Light Light Light Tree
Development DU Acres EDU EDU EDU EDU
Zone 1 -Calavera Hills II
Villaae E -SFA /NLL\ 117 93.6
Villaae H - Non-Res (NLL) 2.00 12.0
Villaae K -SFD 84 84.0 84.0 84.0
Village L-2 -SFD 14 14.0 14.0 14.0
Villaae U -SFA (NLL\ 135 108.0
VillaaeW-SFD 114 114.0 114.0 114.0
Village X-Non-Res (NLL) utility 0.08 0.5
.... \(i_l_l_~_ge X-SFD 115 115.0 115.0 115.0
Villaae y -APT (NLL) 106 63.6
Village Y -Non-Res (NLL) 1.05 6.3
. 327.0 611.0 327.0
Zone 2 -Ke llv Ranch Core
SFD 147 147.0 147.0
APT 451 270.6 270.6
Non-Res 2.61 15.7 15.7
Non-Res (NLL\ 2.63 15.8
Non-Res (NLL) utility 1.48 8.9
Park 0.49 0.7 0.7
SFD /NAP) 6 6.0 6.0
Vacant (NAP) 5.67 8.5 8.5
448.5 473.2
Zone 3 -The Oaks South
SFD 494 494.0 494.0 494.0
Non-Res 1.62 9.7 9.7 9.7
503.7 503.7 503.7
Zone 4 -Thomoson/Tabata
SFD 232 232.0 232.0 232.0
SFA 24 19.2 19.2
251 .2 251.2 232.0
Zone 5 -Palomar Forum/Carlsbad Raceway
Park 1.71 2.6 2.6
Non-Res-40W 112.36 674.2 674.2
Non-Res-1 DOW 25.49 152.9 152.9
829.7 829.7
Zone 6 -Bressi Ranch
Non-Res 148.71 892.3 892.3
Park 12.38 18.6 18.6 18.6
SFD 498 498.0 498.0 498.0
SFA 100 80.0 80.0
SF Estates 25 25.0
1488.8 1513.8 516.6
Zone 7 -The Greens
Non-Res-NLL 14.96 89.8 89.8
Non-Res 12.77 76.6 76.6 76.6
Park 5.88 8.8 8.8 8.8 8.8
Park-NC 1.72 2.6 2.6 2.6
Park-NLT 32.11 48.2 48.2
SFA 86 68.8 68.8 68.8
SFA-NLL 38 30.4 30.4
SFD 484 484.0 484.0 484.0 484.0
SFD-NC 107 107.0 107.0 107.0
SF Estates 64 64.0 64.0
APT(NAP) 180 108.0 108.0 108.0
Non-Res (NAP) 0.65 3.9 3.9 3.9
Park-NLL (NAP) 80.81 121.2
859.7 605.0 1213.3 979.9
Zone 8 -The Ridae
PARK 0.18 0.3 0.3
SFA 53 42.4 42.4
SFD-NCT 263 263.0 263.0
Non-Res (NAP) 2.00 12.0 12.0
317.7 317.7
•
I
Collectot Arterial Collector
I Tree Tree Median Median I
I EDU EDU EDU EDU
93.6
12.0
84.0
14.0
108.0
114.0
0.5
115.0
63.6
6.3
611.0
147.0
270.6
15.7
15.8
0.7
6.0
8.5
464.3
494.0
9.7
503.7
232.0
19.2
251.2
2.6
674.2
152.9
829.7
892.3
18.6
498.0
80.0
25.0
1513.8
89.8
76.6
8.8 8.8
2.6
48.2 48.2
68.8
30.4
484.0 484.0
107.0
64.0 64.0
108.0
3.9
121.2
605.0 1213.3
0.3 0.3
42.4 42.4
263.0
12.0
42.7 317.7
NC = No Collector Lights/frees NLL = No Local Lights NL T = No Local Trees DU= Dwelling Unit NAP= Not a Part
• The FY 2019-20 Assessment Rate will be the lesser of the Budget Rate and the Maximum Rate
■ I Harris & Associates
•
FY 19-20 FY 19-20 FY 18-19 FY 19-20
Budget Asmt Maximum Maximum
Rate Rate• Rates CPI Rates
($/EDU) ($/EDU) ($/EDU) AdJ . ($/EDU)
$73.77 $73.77 $77.83 2.2% $79.54
$73.77 •$73.77 $77.83 2.2% $79.54
$123.46 $123.46 $224.96 2.2% $229.91
$123.46 $123.46 $224.96 2.2% $229.91
$73.77 $73.77 $77.83 2.2% $79.54
$123.46 $123.46 $224.96 2.2% $229.91
$73.77 $73.77 $77.83 2.2% $79.54
$123.46 $123.46 $224.96 2.2% $229.91
$73.77 $73.77 $77.83 2.2% $79.54
$73.77 $73.77 $77.83 2.2% $79.54
$123.62 $123.62 $136.38 2.2% $139.38
$123.62 $123.62 $136.38 2.2% $139.38
$123.62 $123.62 $136.38 2.2% $139.38
$84.49 $84.49 $83.66 2.2% $85.50
$3.83 $3.83 $6.07 2.2% $6.20
$123.62 $123.62 $136.38 2.2% $1 39,38
$123.62 $123.62 $136.38 2.2% $1 39.38
$123.62 $123.62 $136.38 2.2% $139.38
$4.51 $4.51 $477.65 2.2% $488.16
$4.51 $4.51 $477.65 2.2% $488.16
$154.69 $154.69 $251.83 2.2% $257.37
$154.69 $144.95 $141.83 2.2% $144.95
$103.48 $103.48 $186.52 2.2% $190.62
$103.48 $103.48 $186.52 2.2% $190.62
$105. 76 $105.76 $112.05 2.2% $114.52
$74.62 $74.62 $82.66 2.2% $84.48
$55.75 $55.75 $247.71 2.2% $253.16
$55.75 $55.75 $247.71 2.2% $253.16
$55.75 $55.75 $162.03 2.2% $165.59
$55.75 $55.75 $64.03 2.2% $65.44
$50.58 $50.58 $291.72 2.2% $298.14
$50.58 $50.58 $360.74 2.2% $368,68
$50.58 $50.58 $444.77 2.2% $454.55
$50.58 $50.58 $360.74 2.2% $368.68
$50.58 $50.58 $221.93 2.2% $226.81
$50.58 $50.58 $360.74 2.2% $368.68
$50.58 $50.58 $291.72 2.2% $298.14
$50.58 $50.58 $444.77 2.2% $454.55
$50.58 $50.58 $360.74 2.2% $368.68
$50.58 $50.58 $221.93 2.2% $226.81
$50.58 $50.58 $360.74 2.2% $368.68
$50.58 $50.58 $360.74 2.2% $368.68
$50,58 $50.58 $137.88 2.2% $140.91
$28.38 $28.38 $78.48 2.2% $80.21
$28.38 $28.38 $78.48 2.2% $80.21
$28.38 $28.38 $42.85 2.2% $43.79
$28.38 $28.38 $42.85 2.2% $43.79
25
June 25, 2019 Item #4 Page 36 of 38
Preliminary Engineer's Report
Street Lighting and Landscaping District No. 2
City of Carlsbad
■ I Harris & Associates
Fiscal Year 2019-2020
PART D -ASSESSMENT ROLL
The Assessment Roll is a listing of the proposed maximum assessment for Fiscal Yea r 2019-20 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 city's Finance Department and is incorporated by reference herein and
made part of this Report.
The description of each lot or parcel is part of the records of the Assessor of the County of San Diego and
these records are, by reference, made part of this Report.
PART E -ASSESSMENT DIAGRAM
An Assessment Diagram for the Maintenance District is provided on the following page.
The lines and dimensions of each lot or pa rcel 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.
Anna Tan-Gatue, PE B Harris & Associates www.WeAreHarris.com Project Manager
Anna.Tan-Gatue@WeAreHarris.com ·
P: 949.536.2507
27
June 25, 2019 Item #4 Page 38 of 38
To the members of the:
CllY COUNCIL
Oateb!l-Sll'kA ✓ cc ✓
CM ✓ COO /oCM (3) ✓
June 25, 2019
Council Memorandum
To: Honorable Mayor Hall and Members of the titytouncil
From: Elaine Lu key, Chief Operations Officer t'([
{city of
Carlsbad
Memo ID# 2019072
Re: Responses to Questions From the June 24 City Council Briefings
Agenda Item No. 2 -Establish Fiscal Year 2019-20 Special Taxes for Community Facilities
District No. 1
Question 1: Please provide a map of the district.
Answer: Please see attached map of the Community Facilities District (CFD) No. 1 (Attachment
1). The yellow shaded properties are those properties included within CFD No. 1 at the time of
CFO No. l's formation. The purple shaded properties are those undeveloped properties which
are required to annex into CFO No. 1 when they develop (many of which have been annexed
and developed).
Question 2: What was the proportion of residential to Commercial/Industrial?
Answer: Pursuant to the rate and method of apportionment of special tax approved when CFD
No. 1 was formed, capital costs "shall be allocated 65% to residential property and 35% to
commercial/industrial property." This proration "was based on a projection of land uses and
the development fee to be paid."
Question 3: When was the last time tax rates increased for both residential and
commercial/industrial?
Answer: The residential percentage of maximum special tax levy was last increased in fiscal
year 2011-12 when it went from 50% to 55%. The commercial/industrial percentage of
maximum special tax levy was last increased in fiscal year 1998-99 when it went from 70% to
100%. Since then, the commercial/industrial percentage of maximum special tax levy has slowiy
been decreasing with the last change taking place during fiscal year 2016-17 (decreased from
25% to 10%).
Agenda Item No. 3 -Fiscal Year 2019-20 Preliminary Engineer's Report for Levy of
Assessments Within Lighting and Landscaping District No. 1
Question 1: Please include applicable maps.
Answer: Please see attached (Attachments 2, 3 and 4).
City Manager's Office
City Hall 1200 Carlsbad Village Drive I Carlsbad, CA 92008 I 760-434-2820 t
Honorable Mayor Hall and Members of the City Council
June 25, 2019
Page 2
Agenda Item No. 4-Fiscal Year 2019-20 Preliminary Engineer's Report for Levy of
Assessments Within Lighting and Landscaping District No. 2
Question 1: Please include applicable maps.
Answer: Please see attached (Attachment 5).
Agenda Item No. 8 -Lease Agreement with MAAC Project
Question 1: Do we have energy star scores for our city buildings, whether leased out or used
internally?
Answer: The most recent and comprehensive evaluation of city facility/building energy use was
SANDAG's Energy Roadmap, which used Energy Star Portfolio Manager. The roadmap was
accepted by City Council on April 14, 2015 (Resolution No. 2015-091).
Currently the only building we have benchmarked and are tracking in the Energy Star Program
is the Faraday Center building. The current "score" for the Faraday Center building is 57. This
indicates the building is performing better than 50% of its peers. A score of 75 or higher is
required to be eligible for Energy Star certification. The city has made application to include
Safety Training Center, Farmers and Dove Library (facilities greater than 50,000 square feet)
and anticipate having them completed within the next month.
Agenda Item No. 11-carlsbad Raceway Specific Plan/Tesla -Sales and Service Center
Question 1: Where will test-driving occur?
Answer: Page 12 of the Carlsbad Raceway Specific Plan, Section C. 6. F. includes the-following
requirement: Electric Vehicle Dealerships shall provide to all sales and service employees a
map which designates areas for test driving. This map shall note that test driving in residential
areas shall be strictly prohibited. This map shall be approved by the Transportation Director
and City Planner prior to issuance of building permits.
Attachments: 1) Map -Community Facilities District No. 1
2) Map -Street Median Improvement Zone and Median Facilities
3) Map -Street Lighting Improvement Zone and Lighting Facilities
4) Map-Street Tree Improvement Zone
5) Map-Lighting and Landscape District No. 2
cc: Celia Brewer, City Attorney
Scott Chadwick, City Manager
Gary Barberio, Deputy City Manager, Community Services
PACIFIC OCEAN
I "de CFD#1 at Time of ✓ r-7 ns1 .
L__J CFD#1 Formation
Inside CFD#1 When CJ Developed
0
Miles
PACIFIC OCEAN
Median Benefit Zone
0
Miles
£ a, Q.
5l E §
0
PACIFIC OCEAN
Zone 1 • City Owned and Maintained Lights
• A1 • Slreel lights al lnlarsedlons only (residential)
• B1 • Street lights al Intersections and mid-block (resldenllal)
C1 • Street light spacing at current city standards (resldenUal)
• D1 • City owned slreel llghls on surrounding slreels, private
lghUng within development (single family residential, only
adjacent city tights will be celcutated for code assessment cost)
E2. Slreel light spacing at a.rent city standards, condos and
apartment buildings, ten units and above
F2 • Street Hghl spacing al current city standard, commercial and
hdustrtal parcels
• G2 • Special lighting and spacing standard.downtown
redevelopment area
• H1 • Street light spacing at current city standerd, time shares only
Zone 2 • Non-Benefiting, Undeveloped Areas (no assessments)
D
9 0
Miles
PACIFIC OCEAN
.. Tree Benefit Zone
0
Miles
"O ~ ~
~ X Cl) _,
i i5
l .s:;
:S'
PACIFIC OCEAN
~,.-----------~ Development Names:
,:, ~ Zone 1 -Calavera Hills
;; Zone 2 -Kelly Ranch
~ Zone 3 -The Oaks South
z ~ Zone 4 -Thompson/Tabata i Zone 5 -Palomar Forum/Raceway
; Zone 6 -Bressi Ranch
£ "' a.
Zone 7 -The Greens
Zone 8 -The Ridge
Zone 9 -The Oaks North Industrial
Zone 10 -Robertson Ranch East
Zone 11 -The Oaks North Residential
Zone 12 -La Costa Town Square
Zone 13 -Fair Oaks Valley
5l -Zone 14 -Quarry Creek
E
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