HomeMy WebLinkAbout2020-07-14; City Council; ; Fiscal Year 2020-21 Final Engineer’s Report and Annual Levy of Assessments in Street Lighting and Landscaping District No. 1CA Review CKM
Meeting Date: July 14, 2020
To: Mayor and City Council
From: Scott Chadwick, City Manager
Staff Contact: Jason Rosado, Assistant to the Treasurer
jason.rosado@carlsbadca.gov, 760‐602‐2473
Subject: Fiscal Year 2020‐21 Final Engineer’s Report and Annual Levy of
Assessments in Street Lighting and Landscaping District No. 1
Recommended Action
Hold a public hearing and adopt a resolution approving the diagram or map of the assessment
district and assessment amounts, ordering maintenance work to be performed and authorizing
the levy of the annual assessment for fiscal year 2020‐21 for Street Lighting and Landscaping
District No. 1, a special assessment district.
Executive Summary
The City Council's approval is needed to process the annual levy of assessments within the city's
Street Lighting and Landscaping District No. 1 for FY 2020‐21 in compliance with the procedures
of the California Streets and Highways Code Section 22620‐22641.
Discussion
Background
The City of Carlsbad Street Lighting and Landscaping District No. 1 was created in 1983 to pay
for the cost of operating and maintaining the city's street lighting system through assessments
from each parcel in the city.1
The Street Lighting Improvement Zone is a citywide zone formed with the intent for all
assessable parcels within the city to pay assessments for the benefits they derive from the
district as the parcels are developed and streetlights are added.
The district includes two landscaping zones, a Street Tree Improvement Zone and a Median
Landscaping Improvement Zone, which the City Council added to the original district in
1989.The Street Tree Improvement Zone is not a citywide zone. It includes only the properties
in which street trees exist within the public right of way areas. The maintenance program
provides a programmed schedule of tree trimming, treatment of damaged trees and emergency
response to fallen trees within the public right of way. The Median Improvement Zone funds
1 The district was formed as a citywide district according to the provisions of California Streets and Highways Code
Section 22500 et seq., known as the Landscaping and Lighting Act of 1972.
July 14, 2020 Item #13 Page 1 of 27
the cost of maintaining street medians throughout the city. This funding covers plant and tree
maintenance care and structural replacement of the medians when necessary.
California’s Streets and Highways Code Section 22622 requires the City Council to have an
engineer prepare and file a report each fiscal year for which assessments are to be levied.
Proposed assessments
As shown in the table below, a single‐family residential parcel that benefits from the Street
Lighting Improvement Zone, the Street Tree Improvement Zone, and the Median Landscaping
Improvement Zone would have an anticipated assessment of $70.44 for fy 2020‐21. The rates
have remained the same for the last 24 fiscal years because District No. 1 was formed without
an allowable rate inflator. Proposition 2182 requires a notice and ballot be sent to each
property owner assessed, followed by a public hearing, before assessment rates can be
increased.
Lighting and Landscaping District No. 1
Proposed assessments for average single‐family parcel
Improvement zone Average assessments
FY 2020‐21
Street lighting $26.00
Street tree $36.10
Median landscaping $8.34
Total $70.44
Staff will present a summary of the maintenance to be performed in District No. 1 during fy
2020‐21 and the associated maintenance costs for each zone within the district as detailed in
the attached final annual Engineer’s Report. At the close of the public hearing, staff
recommends the City Council adopt the attached resolution confirming the diagram and
assessment and providing the levy of the annual assessments for fy 2020‐21.
Fiscal Analysis
The actual total to be collected from property assessments is $1,568,285. A further funding
breakdown of the three zones follows:
2 Proposition 218 is a 1996 state constitutional initiative that requires that all taxes and most charges on property
owners are subject to voter approval and includes restrictions on the use of assessments and property‐related
fees to pay for general governmental services rather than property‐related services.
July 14, 2020 Item #13 Page 2 of 27
Funding sources Street
lighting Street trees Medians Total
Assessment collection $740,242 $468,644 $359,399 $1,568,285 General benefit (General Fund) 119,766 0 0 119,766 Contributions from District #2 93,435 82,945 186,504 362,884 Misc. revenue & interest earnings 56,000 0 0 56,000
Transfer from the General Fund 0 0 700,000 700,000
Amount from/(to) fund reserves 275,672 408,010 160,183 843,865
Total funding sources $1,285,115 $959,599 $1,406,086 $3,650,800
Total cost estimate $1,285,115 $959,599 $1,406,086 $3,650,800
The fy 2020‐21 Street Lighting and Landscaping District No. 1 total budget for the three zones is
$3,650,800. These budgets were approved by the City Council with the city’s fy 2020‐21
Operating Budget on June 23, 2020.
The Street Lighting Improvement Fund is projected to receive $56,000 in miscellaneous revenue
and interest earnings. This amount includes the city's General Fund contribution of $28,000 to
cover the operations and maintenance costs for the city street lights adjacent to city properties,
because city‐owned parcels are non‐assessable on the County of San Diego tax rolls. It also
includes loss recovery revenue of $5,000 and interest earned on cash reserves of $23,000.
The city’s Street Lighting and Landscaping District No. 2 will contribute $93,435 to the Street
Lighting Improvement Fund, $82,945 to the Street Trees Improvement Fund and $186,504 to
the Median Landscaping Improvement Fund to cover the cost of maintaining the improvements
within that district. These contributions from District No. 2 are made because all costs for the
city street lights, street trees and medians are charged through District No. 1. The contribution
from District No. 2 is made to reimburse District No. 1 for those street light, street tree and
median landscaping costs attributable to District No. 2.
The city's General Fund will also contribute $119,766 to the Street Lighting Improvement Fund
as General Benefit assessments, as further described in the Engineer's Report. Any share of
benefits received from an improvement that does not provide a special benefit to the assessed
properties is considered a general benefit provided by the improvements. The cost of the
general benefit is contributed by the city from the General Fund. The city has determined that
there is no general benefit in the Street Tree Improvement Fund and the Median Landscaping
Improvement Fund.
Total revenues and accumulated fund reserves in the Median Landscaping Improvement Fund
will not be sufficient to cover anticipated costs for the upcoming fiscal year. Beginning in fy
2004‐05, the General Fund began transferring funds to the Median Landscaping Improvement
Fund to cover the fund’s annual deficit. Another transfer from the General Fund to the Median
Landscaping Improvement Fund was approved by the City Council in the fy 2020‐21 Operating
Budget on June 23, 2020 in the amount of $700,000.
July 14, 2020 Item #13 Page 3 of 27
Next Steps
City staff will work with the assessment engineer to submit annual assessments to the County
of San Diego for placement on the property tax rolls for fy 2020‐21 for Street Lighting and
Landscaping District No. 1.
Environmental Evaluation (CEQA)
This action does not constitute a “project” within the meaning of the California Environmental
Quality Act under California Public Resources Code Section 21065 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
Public notice of this item was posted in accordance with the Ralph M. Brown Act and it was
available for public viewing and review at least 72 hours prior to the scheduled meeting date.
Notice of the public hearing was published at least 10 days prior to the meeting date in
accordance with the procedures of the California Streets and Highways Code.
Exhibits
1. City Council resolution
July 14, 2020 Item #13 Page 4 of 27
Exhibit 1
RESOLUTION NO. 2020-143
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFORNIA,
CONFIRMING THE DIAGRAM AND ASSESSMENT AND PROVIDING FOR THE LEVY
OF THE ANNUAL ASSESSMENT FOR FISCAL YEAR 2020-21 FOR STREET LIGHTING
AND LANDSCAPING DISTRICT NO. 1, A SPECIAL ASSESSMENT DISTRICT
WHEREAS, the City Council of the City of Carlsbad, California, has initiated proceedings for the levy of
the annual special assessment district pursuant to the terms of the Landscaping and Lighting Act of 1972
(California Streets and Highways Code Section 22500 et seq.); the special assessment district is known and
designated as Street Lighting and Landscaping District No. 1 (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 Section 5(a); and
WHEREAS, a public hearing has been held relating to the levy of the annual assessments and the City
Council is satisfied with the assessment and diagram and all other matters as contained in the Engineer's
Report dated June 30, 2020 (the "Report") as now submitted for final consideration and approval and
attached as Attachment A.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Carlsbad, California, as follows:
1. That the above recitations are true and correct.
2. That all protests and objections of every kind and nature are overruled and denied.
3. That the final assessment and diagram for the proceedings as contained in the attached
Report are approved and confirmed.
4. That the public interest and convenience requires and the City Council orders the maintenance
work to be made and performed as set forth in the attached Report and as previously declared
and set forth in the Resolution of Intention.
5. That the assessments contained in the attached Report for fiscal year 2020-21 are confirmed
and levied upon the respective lots or parcels of land in the Assessment District in the amounts
as set forth in the attached Report.
July 14, 2020 Item #13 Page 5 of 27
ENGLES , City ilerk
Exhibit 1
6. That all assessments have been apportioned properly in accordance with the benefits that
each parcel receives from the proposed maintenance works of improvement.
7. That the above-referenced diagram and assessment shall be filed in the office of the city clerk
and open for public inspection.
8. That the finance department is directed to file a certified copy of the diagram and assessment
with the San Diego County Auditor by no later than the third Monday in August, or as required
by the County of San Diego.
9. That after the filing of the diagram and assessment, the San Diego County Auditor shall enter
on the County of San Diego Assessment Roll, opposite each lot or parcel of land, the amount
assessed on the lot or parcel.
10. The assessments shall be collected at the same time and in the same manner as County of San
Diego taxes are collected, and all laws providing for the collection and enforcement of County
of San Diego taxes shall apply to the collection and enforcement of the assessments.
11. That the assessments as above authorized and levied for these proceedings will provide
revenue and relate to the fiscal year commencing July 1, 2020 and ending June 30, 2021.
PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council of the City of Carlsbad on
the 14th day of July 2020, by the following vote, to wit:
AYES: Hall, Blackburn, Bhat-Patel, Schumacher.
NAYS: None.
ABSENT: None.
MATT HALL, ayor
(SEAL)
\\\\ 1111/1/1/
July 14, 2020 Item #13 Page 6 of 27
CITY OF CARLSBAD
FINAL ENGINEER’S REPORT
FISCAL YEAR 2020-21
STREET LIGHTING AND LANDSCAPING
DISTRICT NO. 1
June 30, 2020
PREPARED BY
K. Dennis Klingelhofer, P.E.
RCE 50255 Exp. 06/30/21
www.WeAreHarris.com
Attachment A
July 14, 2020 Item #13 Page 7 of 27
PFinalEngineer’s Report
Street Lighting and Landscaping District No. 1
City of Carlsbad
Fiscal Year 2020-21
ii
TABLE OF CONTENTS
Introduction ........................................................................................................................................................ 1
Part 1 – Street Lighting Improvement Zone ....................................................................................................... 3
Part 2 – Street Tree Improvement Zone ............................................................................................................. 8
Part 3 – Median Landscaping Improvement Zone ........................................................................................... 12
Exhibit A – Parcels no longer in LLD No. 1 ........................................................................................................ 16
July 14, 2020 Item #13 Page 8 of 27
Final Engineer’s Report
Street Lighting and Landscaping District No. 1
City of Carlsbad
Fiscal Year 2020-21
1
INTRODUCTION
This report constitutes the Engineer’s Report for City of Carlsbad Street Lighting and Landscaping District
No. 1 (“Assessment District”) and was prepared at the Direction of the Carlsbad City Council pursuant to the
requirements of the Landscaping and Lighting Act of 1972, being Division 15, Part 2 of the Streets and
Highways Code of the State of California, commencing with Section 22500 ("Act").
The report applies to Fiscal Year 2020-21 commencing July 1, 2020 and ending on June 30, 2021 (“Fiscal
Year”). The report has been prepared in three parts corresponding to the three special improvement zones
within the Assessment District; Street Lighting, Street Trees and Median Landscaping. Pursuant to the
requirements of the Act, each part contains the following four components:
1. PLANS AND SPECIFICATIONS FOR THE IMPROVEMENTS. The plans and specifications describe the
general nature, location and extent of the improvements to be maintained.
2. A DIAGRAM FOR THE ASSESSMENT DISTRICT. The diagram shows the exterior boundaries of the
Assessment District, the boundaries of the specified improvement zone within the Assessment District,
and the lines and dimensions of each lot or parcel within the District. Each lot or parcel is identified by a
distinctive number or letter. The lines and dimensions of each lot conform to those shown on the San
Diego County Assessor's maps. For purposes of clarity, only a generalized diagram is included within the
report. The detailed assessment diagram is on file at the city’s Public Works Department.
3. AN ESTIMATE OF THE COSTS OF THE IMPROVEMENTS. The estimate of costs of the improvements
contains estimates for the following:
a. The total cost of maintaining and servicing the improvements for the specified improvement
zone including all incidental expenses for the fiscal year.
b. The amount of any surplus or deficit in the improvement fund to be carried over from the
preceding fiscal year.
c. The amount of any contributions to be made from sources other than assessments levied
pursuant to the Assessment District.
d. The amount, if any, of the annual installment for the fiscal year where the City Council has
ordered an assessment for the estimated cost of any improvements to be levied and collected
in annual installments.
e. The net amount to be assessed upon assessable lands within the Assessment District, being the
total improvement costs referred to in sub-section a, increased or decreased, as the case may
be, by any of the amounts referred to in sub-sections b, c or d.
4. AN ASSESSMENT OF THE ESTIMATED COSTS OF THE IMPROVEMENTS. The assessment shall refer to the
new fiscal year and shall do all of the following:
a. State the net amount to be assessed upon the assessable lands within the Assessment District.
July 14, 2020 Item #13 Page 9 of 27
Final Engineer’s Report
Street Lighting and Landscaping District No. 1
City of Carlsbad
Fiscal Year 2020-21
2
b. Describe each assessable lot or parcel of land within the Assessment District. Due to the large
number of parcels within the Assessment District, the city uses the assessor’s parcel number
from San Diego County records assessment rolls for a description of the lots. A copy of the
assessment roll including such description is kept on file at the city’s Finance Department.
c. Assess the net amount upon all assessable lots or parcels of land within the Assessment District
by apportioning that amount among the several lots or parcels in proportion to the estimated
benefits to be received by each lot or parcel from the improvements.
July 14, 2020 Item #13 Page 10 of 27
Final Engineer’s Report
Street Lighting and Landscaping District No. 1
City of Carlsbad
Fiscal Year 2020-21
3
PART 1 – STREET LIGHTING IMPROVEMENT ZONE
PLANS AND SPECIFICATIONS
The improvement work consists of maintenance and servicing of the 7,363 street lights within the
boundaries of the Assessment District including all supporting poles, mast arms, pull boxes, wiring, conduits
and other appurtenances. The total number of street lights maintained and serviced includes approximately
208 streetlights that were repaired during the previous Fiscal Year. The general location of the street light
improvements are as shown on the city’s full-scale map titled “Street Lighting Improvement Zone and
Lighting Facilities Location Diagram for Fiscal Year 2020-21” on file at the city’s Public Works Department. A
reduced copy of the map is included as Figure 1 in this report.
DIAGRAM OF THE ASSESSMENT DISTRICT
The diagram of the Assessment District is as shown on the city’s full scale map titled “Street Lighting
Improvement Zone and Lighting Facilities Location Diagram for Fiscal Year 2020-21” on file at the city’s
Public Works Department. A reduced copy of the map is included as Figure 1 in this report. The lines and
dimensions of each lot or parcel within the Street Lighting Improvement Zone and the distinctive assessor’s
parcel number are shown on the San Diego County Assessor's map which is also on file at the city’s Public
Works Department.
ESTIMATED COST OF THE IMPROVEMENTS
The estimated total cost of maintaining and servicing the city’s inventory of public street lighting
improvements is $1,285,115.
The estimated total cost includes the furnishing of all services and materials for the ordinary and usual
operation, maintenance and servicing of installed streetlights and the provision of electric current. For
budgetary purposes, the costs are segregated into two categories of Personnel, and Maintenance and
Operations. These two categories include the following services and expenditures:
City staff assigned to Street Lighting services, city administration (updating expenditures and
segregation of the assessments), engineering and legal expenses, coordination between residents
and city staff for the maintenance of city street lights, providing expertise to city inspectors during
inspection of lighting systems, coordinating underground service alert mark-outs for various city
departments, performing mark-outs for street light systems, maintaining as-built records of city
street light system for future maintenance, updating of the street lighting mapping and inventory
database, performing routine night surveillance, checking proposed improvement plans for
conformance with city standards regarding street lights, coordinating with Planning,
Transportation, Traffic and Engineer's of Work to ensure that departmental needs are met, the
provision of electrical current and the cost for purchase of capital equipment and new street light
facilities.
The following table shows the breakdown of the estimated total costs into the two budgetary categories.
July 14, 2020 Item #13 Page 11 of 27
Final Engineer’s Report
Street Lighting and Landscaping District No. 1
City of Carlsbad
Fiscal Year 2020-21
4
TOTAL ESTIMATED FY 2020-21
STREET LIGHTING MAINTENANCE & SERVICE COSTS
The net assessable amount to be levied upon the assessable lands within the Assessment District is
$740,242. This amount is derived by subtracting the amounts of the current improvement fund surplus and
contributions from other funding sources from the total cost estimate. The following table shows how the
net assessable amount is derived:
FY 2020-21
NET ASSESSABLE AMOUNT – STREET LIGHTING MAINTENANCE
The contribution for services to public parcels has been estimated at $28,000. This contribution is made
since public parcels are non-assessable on the County tax rolls. The city's General Fund will contribute
$119,766.
Any share of the benefits received from an improvement that does not provide a special benefit to the
assessed properties is considered to be a general benefit provided by the improvements. The cost of such
general benefit is not to be assessed to the properties in the Assessment District, but instead is contributed
by the city from the city’s General Fund. For street lighting the city has determined that general benefit is
derived exclusively along the city’s arterial roads. The amount of general benefit is established by
multiplying the number of arterial street lights by the difference between the average annual cost to
maintain a light on an arterial street and a local street. The table on the following page shows the
calculation of the cost estimate for general benefit for Street Lights.
Personnel $236,625
Maintenance & Operations $1,048,490
Total Cost Estimate $1,285,115
Total Cost Estimate $1,285,115
Less:
Contribution for Services to Public Parcels $28,000
Contribution from LLD No. 2 $93,435
General Benefit Contribution $119,766
Interest Earned $23,000
Misc Revenues $28,000
Projected Fund Balance from Previous Fiscal Year $2,822,564
Plus:
Estimated Fund Reserve at end of Fiscal Year 2,569,892$
Net Assessable Amount 740,242$
July 14, 2020 Item #13 Page 12 of 27
Final Engineer’s Report
Street Lighting and Landscaping District No. 1
City of Carlsbad
Fiscal Year 2020-21
5
COST ESTIMATE FOR GENERAL BENEFIT
STREET LIGHT SUMMARY PER SAN DIEGO GAS & ELECTRIC CO.
AN ASSESSMENT OF THE ESTIMATED COSTS OF THE IMPROVEMENTS
The lighting and the orderly circulation of traffic directly benefit the developments within the District. The
improvements and annexation into the Street Lighting Zone are required for the approval of, and as a
consequence of, new development, and thus benefit the respective developments. The lighting is of benefit
to abutting parcels as it provides increased property protection, personal safety, visibility, traffic safety, and
enhances those areas fronting upon the illuminated street.
All of the parcels within the Assessment District are located within the City of Carlsbad and are approved
developments or are in the final stages of obtaining approval for a proposed development. As a condition
of approval, the developer is required by the city to provide certain standard street lighting for the entire
area within the development and pay the energy costs for the initial 18-month period. The units in a
development are assessed the following fiscal year after the street lights are energized.
Lamp Size Number Monthly Monthly Annual Annual General
(Watts)Lights Rate Amount Amount Cost per Benefit
Low wattage lights for collector streets:
40 4,847 $2.18 $10,566.46 $126,797.52 $26.16 $0.00
Subtotal-1 4,847 $126,797.52 $0.00
High wattage lights for arterial streets:
70 103 $3.75 $386.25 $4,635.00 $45.00 $1,940.52
85 41 $4.58 $187.78 $2,253.36 $54.96 $1,180.80
100 1,671 $5.45 $9,106.95 $109,283.40 $65.40 $65,570.04
150 688 $8.15 $5,607.20 $67,286.40 $97.80 $49,288.32
200 0 $10.89 $0.00 $0.00 $130.68 $0.00
250 13 $13.63 $177.19 $2,126.28 $163.56 $1,786.20
Subtotal-2 2,516 $185,584.44 $119,765.88
Total 7,363 $312,381.96 $119,765.88
General Benefit = $119,765.88
FY 2020-21 Lighting Budget Amount $1,285,115
FY 2020-21 Public Parcel Contribution $28,000
Total Est. Cost Less Public Parcel Contribution*$1,257,115
General Benefit Percentage 9.53%
* Based on preliminary budget estimates
July 14, 2020 Item #13 Page 13 of 27
Final Engineer’s Report
Street Lighting and Landscaping District No. 1
City of Carlsbad
Fiscal Year 2020-21
6
Two Zones of benefit have been created within the citywide Street Lighting Zone as follows:
Zone 1 – City owned and maintained street lights
Zone 2 – Undeveloped property – non-benefiting, not assessed
Zone 1 consists of the following eight sub-codes.
CODE A1* Street lights at intersections only (residential)
CODE B1* Street lights at intersections and mid-block (residential)
CODE C1* Street light spacing at current city engineering standards (residential)
CODE D1* City owned street lights on surrounding streets, private lighting within the
development (single-family residential, only adjacent city lights will be calculated
for code assessment cost)
CODE E2** Street light spacing at current city standard, condos and apartment buildings, ten
units and above
CODE F2** Street light spacing at current city standard, commercial and industrial parcels
CODE G2** Special lighting and spacing standard, downtown redevelopment area
CODE H1*** Street light spacing at current city standard, time shares only
* The unit rate of assessment for these codes was based on equal shares of cost of maintenance and
operation of the total lights within each code at the time of formation.
** The unit rate of assessment for these codes at the time of formation was based on the share of cost of
maintenance and operation of total lights as determined by front footage percentage of each parcel in
relation to total footage within each code.
*** The unit rate of assessment for this code at the time of formation was based on a flat rate per unit.
The method of assessment for codes within Zone 1 is based on units as shown in the following table. In the
case of codes A1, B1, C1, and D1, a residential dwelling is equal to one benefit unit. In Code E2
condominium dwelling units or apartment buildings with ten units and above are assigned units based on
the front footage of these developments. In Code F2 commercial and industrial parcels are assigned units
based on the front footage of these developments. Code G2 includes the downtown redevelopment area
and units in this code are also based on front footage. Code H1 only includes time share units, which are all
assigned the same cost per unit.
July 14, 2020 Item #13 Page 14 of 27
Final Engineer’s Report
Street Lighting and Landscaping District No. 1
City of Carlsbad
Fiscal Year 2020-21
7
METHOD OF ASSESSMENT FOR STREET LIGHTING
Street Lighting Code Benefit Unit
A1, B1, C1, D1 Residential dwelling unit = one benefit unit
E2, F2, G2 Commercial, residential and redevelopment area = one front
foot of street frontage = one benefit unit
H1 Time shares = $0.20 per weekly unit
The Street Lighting Zone assessments will not increase in Fiscal Year 2020-21, and will remain at the same
unit rates as assessed in the last 24 fiscal years. All new assessors’ parcels, which by petition of the property
owner(s) have been added to the Street Lighting Zone, will be calculated at the same unit rates as used in
the last 24 fiscal years.
The rate per assessment unit for Fiscal Year 2020-21 in each of the eight codes is shown in the following
table.
STREET LIGHTING ASSESSMENT UNIT RATES
For specific assessment on each parcel, reference is made to the Assessment Roll on file in the city’s
Finance Department, which is incorporated herein by this reference as though set forth in full.
Street Lighting Code
A1 $14.84 / Unit
B1 $23.94 / Unit
C1 $26.00 / Unit
D1 $6.90 / Unit
H1 $0.20 / Unit
E2 $0.372765 / Foot
F2 $0.580858 / Foot
G2 $2.690464 / Foot
Rate per Unit
July 14, 2020 Item #13 Page 15 of 27
Final Engineer’s Report
Street Lighting and Landscaping District No. 1
City of Carlsbad
Fiscal Year 2020-21
8
PART 2 – STREET TREE IMPROVEMENT ZONE
PLANS AND SPECIFICATIONS
The existing number of trees within the public right of way that the city has maintenance responsibility for
is approximately 7,096 trees. The work consists of maintenance to all the city accepted and inventoried
trees within the public right-of-ways. Tree maintenance includes planting, canopy pruning, root pruning,
removing and replacing. The district annually responds to approximately 600 street tree requests/work
orders and provides storm or other emergency assistance as necessary. The district also funds a Block
Pruning Program where every tree within the district is inspected/pruned on a 4 – 4 ½ year cycle and
selective genus (e.g. Eucalyptus, Ficus, Podocarpus, Pyrus, Washingtonia) are also pruned on a
supplemental 2 - 2 ¼ year cycle. The general location of the street tree improvements are as shown on the
city’s full-scale map titled “Street Tree Improvement Zone Location Diagram for Fiscal Year 2020-21” on file
at the city’s Public Works Department. A reduced copy of the map is included as Figure 2 in this report.
DIAGRAM OF THE ASSESSMENT DISTRICT
The diagram of the Assessment District is as shown on the city’s full-scale map titled “Street Tree
Improvement Zone Location Diagram for Fiscal Year 2020-21” on file at the city’s Public Works Department.
A reduced copy of the map is included as Figure 2 in this report. The lines and dimensions of each lot or
parcel within the Street Tree Improvement Zone and the distinctive assessor’s parcel number are shown on
the San Diego County Assessor's map which is also on file at the city’s Public Works Department.
ESTIMATE OF THE COST OF THE IMPROVEMENTS
The estimated total cost of maintaining and servicing the city’s inventory of public street tree
improvements is $959,599.
The estimated total cost includes the furnishing of all services and materials for the ordinary and usual
maintenance and servicing of street trees. For budgetary purposes, the costs are segregated into two
categories of Personnel and Maintenance and Operations. These two categories include the following
services and expenditures:
City staff assigned to Street Tree services, city administration (updating expenditures and segregation of the
assessments), engineering and legal expenses, coordination between citizens and city staff for the
maintenance of city street trees, providing expertise to city inspectors during inspection of the trees,
maintaining as-built records of city street tree system for future maintenance, updating of the street tree
mapping and inventory database, checking proposed improvement plans for conformance with city
standards regarding street trees, coordinating with Planning, Transportation, Traffic, Park Maintenance and
Engineer's of Work to ensure that departmental needs are met, the provision of supplies such as pesticides,
fertilizer, and water, and the cost for purchase of capital equipment and new/replacement street trees.
The following table shows the breakdown of the estimated total costs into the two budgetary categories.
July 14, 2020 Item #13 Page 16 of 27
Final Engineer’s Report
Street Lighting and Landscaping District No. 1
City of Carlsbad
Fiscal Year 2020-21
9
TOTAL ESTIMATED FY 2020-21
STREET TREE MAINTENANCE & SERVICE COSTS
The net assessable amount to be levied upon the assessable lands within the Assessment District is
$468,644. This amount is derived by subtracting the amounts of the current improvement fund surplus and
contributions from other funding sources from the total cost estimate. The following table shows how the
net assessable amount is derived:
FY 2020-21
NET ASSESSABLE AMOUNT – STREET TREE MAINTENANCE
Any share of the benefits received from an improvement that does not provide a special benefit to the
assessed properties is considered to be a general benefit provided by the improvements. The cost of such
general benefit is not to be assessed to the properties in the Assessment District, but instead is contributed
by the city from the city’s General Fund. For street trees, the city has determined that there is no general
benefit.
AN ASSESSMENT OF THE ESTIMATED COSTS OF THE IMPROVEMENTS
The existing number of trees within the public right of way that the city only has maintenance responsibility
for is approximately 7,096 trees.
Street trees that are in the street right-of-way are generally located between the curb and sidewalk and/or
property line in the areas of the city as shown in Figure 2. Each property within the Street Tree
Improvement Zone receives approximately the same degree of benefit to their property. Therefore, staff
established a benefit formula in which each zoned parcel is given an equivalent dwelling unit (EDU) based
on the average size of a single-family residential lot in the City of Carlsbad (7,500 square feet or 0.17 acres).
Thus, each single-family parcel is given an EDU of 1.0, while most other parcels, as shown on the following
table, are given assessments based on acreage to establish an EDU value based on the following formula:
Acreage of parcel divided by 0.17 acres = EDUs. This formula was approved by City Council at the June 6,
1989 regular meeting.
Personnel $303,213
Maintenance & Operations $656,386
Total Cost Estimate $959,599
Total Cost Estimate $959,599
Less:
Contribution from LLD No. 2 $82,945
Projected Fund Balance from Previous Fiscal Year $627,072
General Fund Transfer $0
Plus:
Estimated Fund Reserve at end of Fiscal Year $219,061
Net Assessable Amount $468,644
July 14, 2020 Item #13 Page 17 of 27
Final Engineer’s Report
Street Lighting and Landscaping District No. 1
City of Carlsbad
Fiscal Year 2020-21
10
STREET TREE BENEFIT UNITS AND LAND USE CODES
BEN.
UNITS
L.U.
CODE
LAND USE DESCRIPTION
BEN.
UNITS
L.U.
CODE
LAND USE DESCRIPTION
Formula 00 Unzoned 1.0 50 Vacant irrigated
1.0 51 Citrus
.1/DU 07 Timeshare 1.0 52 Avocados
.1/DU 09 Mobile home 1.0 53 Vines
1.0 10 Vacant residential 1.0 54 Misc. trees
1.0 11 Single-family residence 1.0 55 Livestock
.5/DU 12 Duplex or double 1.0 56 Poultry
.1/DU 13 Res. 2-4 units/2 houses 1.0 57 Misc. irrigated crops
.1/DU 14 Res. 5-15 units 1.0 58 Growing houses
.1/DU 15 Res. 16-60 units 1.0 59 Special/misc. irrigated
.1/DU 16 Res. 61 units and up
.1/DU 17 Condominium 1.0 61 Non-irrigated 1-10 AC
.1/DU 18 Co-op 1.0 62 Non-irrigated 11-40 AC
.1/DU 19 Misc. residential 1.0 63 Non-irrigated 41-160 AC
1.0 64 Non-irrigated 161-360 AC
Formula 20 Vacant commercial 1.0 65 Non-irrigated 361 & up AC
Formula 21 1-3 story misc. store bldgs.
Formula 22 4 story & up office/store 0.0 70 Vacant institutional
Formula 23 Regional shopping ctr. 0.0 71 Church
Formula 24 Community shopping ctr. 0.0 72 Church parking/related
Formula 25 Neighborhood shopping ctr. 0.0 73 Cemetery
Formula 26 Hotel, motel 0.0 74 Mausoleum
Formula 27 Service station 0.0 75 Mortuary
Formula 28 Med., dental, animal hospital
Formula 29 Con. Hospital, rest home Formula 77 Hospital
Formula 79 Spec./misc. institutional
Formula 30 Office condominiums
Formula 31 Parking lot, garage, used cars Formula 80 Vacant recreational
Formula 32 Trailer park Formula 81 Meeting hall, gym
Formula 33 Theater Formula 82 Golf course
Formula 34 Bowling alley Formula 83 Marine, dock
Formula 35 Restaurant Formula 84 Recreational camps
Formula 36 Car wash 0.0 85 Non-tax recreational
Formula 37 Large chain grocery/drug 0.0 86 Open space easements
Formula 38 Auto sales/service agency 0.0 87 Agr. Preserve (no contract)
Formula 39 Misc. comm., radio stn., bank 0.0 88 Agr. Preserve (contract)
Formula 89 Spec./misc. recreational
Formula 40 Vacant industrial
Formula 41 Factory – light manufacturer 0.0 90 Vacant tax. Govt. property
Formula 42 Factory – heavy manufacturer
Formula 43 Warehouse – proc. Or stor.
Formula 44 Bulk storage (tanks, etc.)
Formula 45 Extractive & mining
Formula 46 Small automotive garage
Formula 47 Industrial condos
Formula 49 Spec./misc. industrial
Formula: If acres < .20, then Benefit Units (BU) = 1.0, otherwise BU = 5.9 x Acres (i.e. Acres/0.17)
July 14, 2020 Item #13 Page 18 of 27
Final Engineer’s Report
Street Lighting and Landscaping District No. 1
City of Carlsbad
Fiscal Year 2020-21
11
The Street Tree Improvement Zone assessments will not increase in Fiscal Year 2020-21, and will remain at
the same unit rate of $36.10 per EDU as assessed in the last 24 fiscal years. All new assessor's parcels, that
by petition of the property owner(s) have been added to the Street Tree Improvement Zone, will be
calculated at the same unit rate as used in the last 24 fiscal years.
This unit assessment is applied to 14,498 parcels in the Street Tree Improvement Zone. The total number of
EDUs for these parcels amounts to approximately 12,983.07 EDUs. The revenue generated by these parcels
amounts to $468,643.50. For the specific assessment on each parcel, reference is made to the Assessment
Roll at the city’s Finance Department, which is incorporated herein by this reference as though set forth in
full.
July 14, 2020 Item #13 Page 19 of 27
Final Engineer’s Report
Street Lighting and Landscaping District No. 1
City of Carlsbad
Fiscal Year 2020-21
12
PART 3 – MEDIAN LANDSCAPING IMPROVEMENT ZONE
PLANS AND SPECIFICATIONS
The Street Median program provides landscape maintenance and litter collection to all city-controlled
medians, parkways and downtown village landscaped areas. It includes maintenance on approximately 68
acres of landscaped medians and 9 acres of parkways, flower baskets, planter boxes and other landscaped
pockets. Maintenance includes trash pick-up, weed control, pruning, planting, pesticide/fertilizer
application, removals, replanting, irrigation-including repairs and adjustments, and hardscape cleaning.
Contractual operations provide for the routine maintenance of each of the described areas. The general
location of the median landscaping improvements are as shown on the city’s full scale map titled “Street
Median Improvement Zone and Median Facilities Location Diagram for Fiscal Year 2020-21” on file at the
city’s Public Works Department. A reduced copy of the map is included as Figure 3 in this report.
DIAGRAM OF THE ASSESSMENT DISTRICT
The diagram of the Assessment District is as shown on the city’s full scale map titled “Street Median
Improvement Zone and Median Facilities Location Diagram for Fiscal Year 2020-21” on file at the city’s
Public Works Department. A reduced copy of the map is included as Figure 3 in this report. The lines and
dimensions of each lot or parcel within Median Landscaping Improvement Zone and the distinctive
assessor’s parcel number are shown on the San Diego County Assessor's map which is also on file at the
city’s Public Works Department.
ESTIMATE OF THE COST OF THE IMPROVEMENTS:
The estimated total cost of maintaining and servicing the city’s inventory of public street median
improvements is $1,406,086.
The estimated total cost includes the furnishing of all services and materials for the ordinary and usual
maintenance and servicing of the median landscaping. For budgetary purposes, the costs are segregated
into two categories of Personnel and Maintenance and Operations. These two categories include the
following services and expenditures:
City staff assigned to Median Landscaping services, city administration (updating expenditures and
segregation of the assessments), engineering and legal expenses, coordination between citizens and city
staff for the maintenance of city medians, providing expertise to city inspectors during inspection of the
medians, maintaining as-built records of city street median system for future maintenance, updating of the
median mapping and inventory database, checking proposed improvement plans for conformance with city
standards regarding medians, coordinating with Planning, Transportation, Traffic, Parks Maintenance and
Engineer's of Work to ensure that departmental needs are met, the provision of supplies such as pesticides,
fertilizer, and water, and the cost for purchase of capital equipment and refurbishment of the medians.
The following table shows the breakdown of the estimated total costs into the two budgetary categories.
July 14, 2020 Item #13 Page 20 of 27
Final Engineer’s Report
Street Lighting and Landscaping District No. 1
City of Carlsbad
Fiscal Year 2020-21
13
TOTAL ESTIMATED FY 2020-21
MEDIAN LANDSCAPING MAINTENANCE & SERVICE COSTS
The net assessable amount to be levied upon the assessable lands within the Assessment District is
$359,399. This amount is derived by subtracting the amounts of the current improvement fund surplus and
contributions from other funding sources from the total cost estimate. The following table shows how the
net assessable amount is derived:
FY 2020-21
NET ASSESSABLE AMOUNT – MEDIAN MAINTENANCE
Any share of the benefits received from an improvement that does not provide a special benefit to the
assessed properties is considered to be a general benefit provided by the improvements. The cost of such
general benefit is not to be assessed to the properties in the Assessment District, but instead is contributed
by the city from the city’s General Fund. For median landscaping, the city has determined that there is no
general benefit.
AN ASSESSMENT OF THE ESTIMATED COSTS OF THE IMPROVEMENTS
This service generally benefits all parcels and residents within the city boundaries. Thus, all parcels in the
city boundary share in the cost of median maintenance using the same EDU formula as in effect for the
Street Tree Improvement Zone. City staff established the benefit formula in which each zoned parcel is
given an equivalent dwelling unit (EDU) based on the average size of a single-family residential lot in the
City of Carlsbad (7,500 square feet or 0.17 acres). Thus, each single-family parcel is given an EDU of 1.0,
while most other parcels, as shown on the following table, are given assessments based on acreage to
establish an EDU value based on the following formula: Acreage of parcel divided by 0.17 acres = EDUs.
This formula was approved by City Council at the June 6, 1989 regular meeting.
Personnel $293,541
Maintenance & Operations $1,112,545
Total Cost Estimate $1,406,086
Total Cost Estimate $1,406,086
Less:
LLD #2 Contribution $186,504
Projected Fund Balance from Previous Fiscal Year $265,955
General Fund Transfer $700,000
Plus:
Estimated Fund Reserve at end of Fiscal Year $105,772
Net Assessable Amount $359,399
July 14, 2020 Item #13 Page 21 of 27
Final Engineer’s Report
Street Lighting and Landscaping District No. 1
City of Carlsbad
Fiscal Year 2020-21
14
LANDSCAPE MAINTENANCE BENEFIT UNITS AND LAND USE CODES
BEN.
UNITS
L.U.
CODE
LAND USE DESCRIPTION
BEN.
UNITS
L.U.
CODE
LAND USE DESCRIPTION
Formula 00 Unzoned 1.0 50 Vacant irrigated
1.0 51 Citrus
.1/DU 07 Timeshare 1.0 52 Avocados
.1/DU 09 Mobile home 1.0 53 Vines
1.0 10 Vacant residential 1.0 54 Misc. trees
1.0 11 Single-family residence 1.0 55 Livestock
.5/DU 12 Duplex or double 1.0 56 Poultry
.1/DU 13 Res. 2-4 units/2 houses 1.0 57 Misc. irrigated crops
.1/DU 14 Res. 5-15 units 1.0 58 Growing houses
.1/DU 15 Res. 16-60 units 1.0 59 Special/misc. irrigated
.1/DU 16 Res. 61 units and up
.1/DU 17 Condominium 1.0 61 Non-irrigated 1-10 AC
.1/DU 18 Co-op 1.0 62 Non-irrigated 11-40 AC
.1/DU 19 Misc. residential 1.0 63 Non-irrigated 41-160 AC
1.0 64 Non-irrigated 161-360 AC
Formula 20 Vacant commercial 1.0 65 Non-irrigated 361 & up AC
Formula 21 1-3 story misc. store bldgs.
Formula 22 4 story & up office/store 0.0 70 Vacant institutional
Formula 23 Regional shopping ctr. 0.0 71 Church
Formula 24 Community shopping ctr. 0.0 72 Church parking/related
Formula 25 Neighborhood shopping ctr. 0.0 73 Cemetery
Formula 26 Hotel, motel 0.0 74 Mausoleum
Formula 27 Service station 0.0 75 Mortuary
Formula 28 Med., dental, animal hospital
Formula 29 Con. Hospital, rest home Formula 77 Hospital
Formula 79 Spec./misc. institutional
Formula 30 Office condominiums
Formula 31 Parking lot, garage, used cars Formula 80 Vacant recreational
Formula 32 Trailer park Formula 81 Meeting hall, gym
Formula 33 Theater Formula 82 Golf course
Formula 34 Bowling alley Formula 83 Marine, dock
Formula 35 Restaurant Formula 84 Recreational camps
Formula 36 Car wash 0.0 85 Non-tax recreational
Formula 37 Large chain grocery/drug 0.0 86 Open space easements
Formula 38 Auto sales/service agency 0.0 87 Agr. Preserve (no contract)
Formula 39 Misc. comm., radio stn., bank 0.0 88 Agr. Preserve (contract)
Formula 89 Spec./misc. recreational
Formula 40 Vacant industrial
Formula 41 Factory – light manufacturer 0.0 90 Vacant tax. Govt. property
Formula 42 Factory – heavy manufacturer
Formula 43 Warehouse – proc. Or stor.
Formula 44 Bulk storage (tanks, etc.)
Formula 45 Extractive & mining
Formula 46 Small automotive garage
Formula 47 Industrial condos
Formula 49 Spec./misc. industrial
Formula: If acres < .20, then Benefit Units (BU) = 1.0, otherwise BU = 5.9 x Acres (i.e. Acres/0.17)
July 14, 2020 Item #13 Page 22 of 27
Final Engineer’s Report
Street Lighting and Landscaping District No. 1
City of Carlsbad
Fiscal Year 2020-21
15
The Median Landscaping Improvement Zone assessments will not increase in Fiscal Year 2020-21, and will
remain at the same unit rate of $8.34 per EDU as assessed in the last 24 fiscal years. All new assessors’
parcels that have been added within the city boundaries are automatically added to the Median
Landscaping Improvement Zone and will be calculated at the same unit rate as used in the last 24 fiscal
years.
This unit assessment is applied to 50,461 parcels in the Median Landscaping Improvement Zone. The total
number of EDUs for these parcels amounts to approximately 43,137.74 EDUs. The revenue generated by
these parcels amounts to $359,398.80. For the specific assessment on each parcel, reference is made to
the Assessment Roll on file at the city’s Finance Department, which is incorporated herein by this reference
as though set forth in full.
July 14, 2020 Item #13 Page 23 of 27
16
EXHIBIT A – PARCELS NO LONGER IN LLD NO. 1
Exhibit A contains a list the parcels that were incorporated into Street Lighting and Landscaping District No.
2 and are therefore being exempted from this Street Lighting and Landscaping District No. 1. These parcels
were previously assessed for median benefit.
www.WeAreHarris.com
Anna Tan-Gatue, PE
Project Manager
Anna.Tan-Gatue@WeAreHarris.com
P: 949-536-2507
July 14, 2020 Item #13 Page 24 of 27
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Document Path: J:\cbgis\products\Standard Maps\FINANCE\2020\StreetLightingZone_8x11.mxdStreet Lighting ImprovementZone and Lighting FacilitiesLocation Diagram for Fiscal Year 2020-21
Figure 1Map created by the City of Carlsbad GIS.
I 0 1
Miles
Zone 2 - Non-Benefiting, Undeveloped Areas (no assessments)
H1 - Street light spacing at current city standard, time shares only
D1 - City owned street lights on surrounding streets, private
lighting within development (single family residential, only
adjacent city lights will be calculated for code assessment cost)
E2 - Street light spacing at current city standards, condos and apartment bulidings, ten units and above
F2 - Street light spacing at current city standard, commercial and
industrial parcels
G2 - Special lighting and spacing standard,downtown redevelopment area
Zone 1 - City Owned and Maintained Lights
A1 - Street lights at intersections only (residential)
B1 - Street lights at intersections and mid-block (residential)
C1 - Street light spacing at current city standards (residential)
July 14, 2020 Item #13 Page 25 of 27
!^
PACIFIC OCEAN
ELC A M INOREALCARLSBAD BLC A N NONRDLACOS T A AV
PALOMARAIRPORTRD
ALGA RD
A
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C A R L S B A D V ILL AGEDR
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BUENAVISTALAGOON
Document Path: J:\cbgis\products\Standard Maps\FINANCE\2020\TreeBenefitZone_8x11.mxdStreet Tree Improvement ZoneLocation Diagramfor Fiscal Year 2020-21
Figure 2Map created by the City of Carlsbad GIS.
I
0 1
Miles
Tree Benefit Zone
Figure 2July 14, 2020 Item #13 Page 26 of 27
!^
PACIFIC OCEAN
ELC A M INOREALCARLSBAD BLC A N NONRDLACOS T A AV
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ALGA RD
A
V
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C A R L S B A D V ILL AGEDR
POINSETTIA LN
CO L L E G E B LOLIVE
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BUENAVISTALAGOON
Document Path: J:\cbgis\products\Standard Maps\FINANCE\2020\MedianBenefitZone_8x11.mxdStreet Median ImprovementZone and Median FacilitiesLocation Diagramfor Fiscal Year 2020-21
Figure 3Map created by the City of Carlsbad GIS.
I
0 1
Miles
Median Benefit Zone
July 14, 2020 Item #13 Page 27 of 27
NOTICE OF HEARING
NOTICE IS HEREBY GIVEN that on June 9, 2020, the City Council of the City of Carlsbad adopted Resolution No.
2020-102, regarding the city's consideration to levy and collect annual assessments within Lighting and
Landscaping District No. 1, a Special Assessment District, and setting a public hearing date for 3:00 p.m. on July
14, 2020, at 1200 Carlsbad Village Drive, Carlsbad, California.
RESOLUTION NO. 2020-102 provides as follows:
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFORNIA, INITIATING THE PROCEEDINGS,
APPROVING THE PRELIMINARY ENGINEER'S REPORT FOR FISCAL YEAR 2020-21 AND SETTING A PUBLIC HEARING
FOR JULY 14, 2020 FOR THE ANNUAL LEVY OF ASSESSMENTS WITHIN LIGHTING AND LANDSCAPING DISTRICT
NO. 1, 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), known and designated as City of Carlsbad Street
Lighting and Landscaping District No. 1 ("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 (California Government Code Section 53750 et seq.), and is
therefore exempt from the procedures and requirements pursuant to California Constitution Article XIIID § 5,
subdivision (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 the
City Council and is attached as Attachment A (on file in the Office of the City Clerk), as required by law, and the
City Council is desirous of continuing with the proceedings for the 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, the 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 within it, and is satisfied that the
assessments, on a preliminary basis, have been distributed in accordance with the benefits received from the
improvements to be maintained, as set forth in the Report.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Carlsbad, California, as follows:
1. That the above recitations are true and correct.
2. That the 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 Report. 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 referred to Harris & Associates, who is directed to make and file
the Report generally containing the following:
A. Plans and specifications describing the general nature, location and extent of the
Improvements within the Assessment District;
B. A diagram for the Assessment District, showing the area and properties proposed
to be assessed;
C. An estimate of the cost of the maintenance and/or servicing of the Improvements
for the Assessment District for the Fiscal Year commencing July 1, 2020 and ending June 30,
2021; and
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 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.
All Street Lighting Improvement Zone, Street Tree Improvement Zone and Median Landscaping
Improvement Zone assessments are to remain the same as the previous year and all new
assessments added to the tax roll will be calculated at the same unit rates as the previous year.
6. Notice is hereby given that a public hearing is scheduled in the regular meeting place of the
City Council on the following date:
Tuesday, July 14, 2020
At that time the City Council will hear protests or objections in reference to the annual levy of
assessments and to any other matters contained in this resolution. Any persons who wish to
object to the proceedings or the annual levy should file a written protest with the City Clerk
prior to the time set for the public hearing. If there is a majority protest against the levy of an
annual assessment that is increased from the previous year, the proposed increase in the
assessments shall be abandoned. A majority protest exists if, upon the 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 Assessment District.
7. That the City Clerk is 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 not less than 10 days prior to the date set for the public hearing.
8. For any and all information relating to these proceedings, including information relating to
protest procedure, your attention is directed to the persons designated below:
CITY OF CARLSBAD, CITY CLERK
1200 CARLSBAD VILLAGE DRIVE, CARLSBAD, CA 92008
and
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
PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council of the City of Carlsbad on
the 9th day of June 2020, by the following vote, to wit:
AYES: Hall, Blackburn, Bhat-Patel, Schumacher.
NAYS: None.
ABSENT: None.
Copies of the staff report will be available on and after July 10, 2020. If you have any questions, please contact
Jason Rosado in the Finance Department at 760-602-2473 or jason.rosado@carlsbadca.gov.
Per State of California Executive Order N-29-20, and in the interest of public health and safety, we are
temporarily taking actions to prevent and mitigate the effects of the COVID-19 pandemic by holding City Council
and other public meetings electronically or by teleconferencing. The meeting can be viewed online at
www.carlsbadca.gov or on the city's cable channel. The Carlsbad City Council welcomes your participation.
During the COVID-19 public health emergency, the city has provided two easy ways for community members to
provide comments during a City Council meeting:
Verbally
Sign up to provide verbal comments by phone by filling out an online registration form by 2 p.m. the day of the
meeting. You will receive a confirmation message with instruction about how to call into the meeting.
In writing
E-mail your comments to clerk@carlsbadca.gov. Emails received by 2 p.m. will be provided to the City Council
prior to the start of the meeting. Other comments will be included with the meeting record. Emailed comments
will not be read out loud during the meeting. Please indicate the agenda item number in your email subject
line.
If you challenge the program budgets in court, you may be limited to raising only those issues you or someone
else raised at the public hearing described in this notice or in written correspondence delivered to the City of
Carlsbad, Attn: City Clerk's Office, 1200 Carlsbad Village Drive, Carlsbad, CA 92008, at or prior to the public
hearing.
PUBLISH DATE: July 3, 2020
CITY OF CARLSBAD
CITY COUNCIL
Jason Rosado, Assistant to the Treasurer
July 14, 2020
Street Lighting and Landscaping Districts
Public Hearing for Annual Assessments
Fiscal Year 2020-21
Street Lighting and Landscaping District No. 1
Improvements to be maintained:
•Street lighting
•Street trees
•Median landscaping
Street Lighting and Landscaping District No. 1
Funding sources and cost estimates for fiscal year 2020-21
Funding sources Street lighting Street trees Medians
Assessment collection $740,242 $468,644 $359,399
General benefit contribution (General Fund)119,766 0 0
Contribution from District No. 2 93,435 82,945 186,504
Miscellaneous Revenue and Interest Earnings 56,000 0 0
Transfer from General Fund 0 0 700,000
Transfer from (to) district fund reserves 275,672 408,010 160,183
Total annual cost estimate $1,285,115 $959,599 $1,406,086
Street Lighting and Landscaping District No. 1
Proposed assessment for the
average single-family parcel
Benefit zone
Average assessment
for last 24 fiscal years
Proposed average
assessment FY 2020-21
Change in average
assessments
Street lighting $26.00 $26.00 $0
Street trees $36.10 $36.10 $0
Median landscaping $8.34 $8.34 $0
Total $70.44 $70.44 $0
Street Lighting and Landscaping District No. 2
Improvements to be maintained:
•Street lighting
•Street trees
•Median landscaping
PACIFIC OCEAN
0.ftlopm•nt Nam!!s:
Zone 1 -C3lavera I-ills
Zone 2 -Kely Ranch
Zooe 3 • The Oaks Sooth
Zooe 4 • Thompson'Tabala
Zone 5 -Palomar Fon.rrvRaceway
Zone 12 -la Costa TO'Ml Square
Zone 13-fair Oaks V3]ey
Zone 14 -Quarry Creek
Zone 15 -Robertson Ranch West
Proposed
annual
assessment
amount for the
average single-
family parcel
Development Zone
Maximum Annual
Assessment FY 20-21
Proposed Annual
Assessment FY 20-21
Change in Annual
Assessment
Over Prior Year
Calavera Hills II $234.05 $129.50 $6.04
Kelly Ranch 141.89 128.26 4.64
The Oaks South 496.95 4.91 0.40
Thompson/Tabata 262.00 161.47 6.78
Palomar Forum/Raceway 194.05 105.88 2.40
Bressi Ranch 257.72 56.82 1.07
La Costa Greens 462.73 51.76 1.18
La Costa Ridge 44.58 28.96 1.03
Oaks North Industrial 62.12 62.12 1.10
Robertson Ranch East 282.98 171.47 6.47
Oaks North Residential 394.91 9.12 0.74
La Costa Town Square 479.88 178.20 16.56
Fair Oaks Valley 509.93 0.00 0.00
Quarry Creek 134.63 24.21 1.03
Robertson Ranch West 302.83 118.96 5.15
Lighting &
Landscaping
District #2
Action Items:
•Public hearings
•Adopt resolutions
−Approve final engineer’s reports
−Set annual assessments
Replacement District
•Feasibility Studies: FY 2005-06 and FY 2011-12
•Pros:
•consistent and equitable allocation methodology
•self-sustaining districts
•Cons:
•most assessments would increase while benefits remain the same
•new general benefit could be more than the general fund transfers
•successful outcome not guaranteed
Lighting & Landscaping District No. 1 Subsidization History
Total Trees: $1,652M
Total Medians: $6,026M
Total Subsidized to Date: $7,678M
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