HomeMy WebLinkAbout1997-07-15; City Council; 14264; STREET LIGHTING AND LANDSCAPING - DISTRICT NO. 1 - PUBLIC HEARINGQ
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\IITG, 7/15/97 CITY ATTY c@zL DISTRICT NO. 1 - PUBLIC HEARING
DEPT. CSD CITY MGR.+
RECOMMENDED ACTION:
Hold this public hearing to hear the staff report, receive public comment and approve Resolution
confirming the diagram and assessment as contained in the Engineer’s Report and pro-
vidlng for the levy of the annual assessments of the Street Lighting and Landscaping District No. 1.
ITEM EXPLANATION:
At the Council meeting of June 24, 1997, Council approved three resolutions which initiated
proceedings and ordered the presentation of an Engineer’s Report for a Special Maintenance
District, approved the Engineer’s Report and set tonight‘s public hearing (July 15, 1997).
Tonight Community Services Department staff will present a comprehensive report on the
maintenance and operations procedures and Fiscal Year 1997-98 adopted budget packages for the
three zones: Street Lighting, Street Tree Maintenance and Street Median Maintenance, as detailed
in the previously approved Engineer’s Report. Included in tonight‘s report will be a description of
the District’s compliance with Proposition 218 and the City’s contribution of a “General Benefit” to
each of the three zones which will be presented by the engineering consultant for the District. The
City’s General Benefit contributions will be the only impact of Proposition 218 upon the processing
of the maintenance district for Fiscal Year 1997-98.
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Proposition 218 could affect some 1972 Act Landscaping and Lighting Districts by requiring the
mailing of ballots to each assessed property owner giving details of the assessment proceedings
and providing an opportunity to vote on the assessments. However, Carlsbad’s Landscaping and
Lighting District No. 1 meets three of the exceptions to the mailed ballot procedure: one, all
assessed improvements are located within the public right-of-way and were required by
engineering standards to be part of the public street improvements; two, a “Petition to Annex” form
is signed by property owners of all the parcels subject to benefit assessments prior to the
construction of new street improvements adjacent to their property as part of the conditions for new
development within the City; three, there will be no increase in assessments for any of the three
benefit zones in Fiscal Year 1997-98.
The Resolution setting tonight‘s public hearing was published in the Notfh County Times in the time
frame codified in the Government Code (ten days prior to this public hearing). In addition, staff
published an additional information type announcement in the newspaper for a period of three days
to invite public input prior to tonight‘s meeting.
At the close of the public hearing tonight, Council is requested to adopt Resolution No. 77- 53y
providing for the levy of the annual assessments for Fiscal Year 1997-98.
FISCAL IMPACT:
The Fiscal Year 1997-98 Street Lighting and Landscaping District No. 1 budget totals are projected
to be $1,675,914 or $7,520 more than the adopted budget for Fiscal Year 1996-97.
The City’s other funds are required to contribute their share of costs for services provided directly to
them by the District. In addition, due to the implementation of Proposition 21 8, the City’s general
fund must now pay for the portion of the assessment district work that is considered a “general”
rather than a “special” benefit. The contributions for each Zone are shown below.
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PAGE 2 OF AB# I q! a6y
Street Lighting Trees Medians Total
Service to other departments $25,500 66,140 0 91,640
“General” Benefit portion 52,014 37,684 28,863 11 8,561
Total due to District 77,514 103,824 28,863 210,201 1 Included in 1997-98 budget 53,500 66,200 0 1 19,700
Additional appropriation $24,014 37,624 28,863 90,501
needed
Staff recommends appropriating the additional funds needed of $90,501 from the Council
contingency account in the 1997-98 budget.
As shown in the following table, a typical single family residential parcel which benefits from street
lighting, street tree maintenance and median maintenance would have an anticipated assessment
of $70.48 for Fiscal Year 1997-98, the same as for Fiscal Year 1996-97.
ASSESSMENT SUMMARY FOR THE AVERAGE
SINGLE FAMILY PARCEL
BENEFIT ZONE Average Average Assessment
FY 1996-97 Assessment FY
1997-98
Street Light
$36.10 Street Tree
Maintenance
*$26.00 $26.00
$ 8.34 $ 8.34 Median Maintenance
Maintenance
$36.10
TOTAL
*Assessment rate represents a single family residence within a code with largest number of single fa
$70.44 $70.44
mi
Change in Average
Assessments
-0-
-0-
-0-
-0-
ily resident parcels.
EXHIBITS:
1. Order of Procedure
2. Approved Engineer’s Rep0
3. Resolution No. 9 3 5.7
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EXHIBIT 1
MAYOR:
CITY CLERK:
STAFF:
MAYOR:
STAFF:
ORDER OF PROCEDURE
CITY OF CARLSBAD
STREET LIGHTING AND LANDSCAPING DISTRICT NO. I
DATE OF PUBLIC HEARING: JULY 15,1997
Announce that this is the time and place fixed for the public hearing relating to
the levy of the annual assessments for costs of maintenance of improvements
for Street Lighting and Landscaping District No. 1.
Announce that notice has been given in the manner and form as required by law,
and a Certificate of Compliance is on file and open for public inspection.
Provide description of boundaries of District.
Explain extent of maintenance work.
Present and summarize Report pursuant to the provisions of the
Explain method and formula of assessment spread.
Report on protests received and announce that copies have been delivered
Landscaping and Lighting Act of 1972.
to each member of the legislative body.
END OF STAFF REPORT - OPEN FOR PUBLIC DISCUSSION
ASK ALL SPEAKERS TO IDENTIFY THEMSELVES AND THEIR PROPERTY.
First, ask to hear from those persons who wish to speak in opposition to the
following:
Boundaries of the District
Extent of works of maintenance
Method of assessment spread
Next, ask to hear from anyone who wishes to speak in favor of the proceedings.
Give final report and recommendation on protests received.
Presentation of proposed changes or modifications to the Engineer’s Report and
the District, if any.
CITY COUNCIL: Discussion
MAYOR: Declare public hearing closed.
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c7 I EXHIBIT 2
ENGINEER'S
AGENCY: CITY OF CARLSBAD
REPORT
PROJECT: STREET LIGHTING AND LANDSCAPING DISTRICT NO. 1
ENGINEERS REPORT PURSUANT TO "LANDSCAPING AND LIGHTING ACT OF 1972"
WHEREAS, this City Council has previously formed STREET LIGHTING AND LANDSCAPING
DISTRICT NO. 1 (hereinafter referred to as the District) and has levied assessments within the District
for prior fiscal years, all pursuant to 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
(hereinafter referred to as the Act); and
WHEREAS, this City Council has previously adopted a Resolution ordering the preparation and filing of
an Engineer's "Report", all in accordance with the provisions of the Act.
WHEREAS, at this time there has been filed as a part of the "Report", certain plans and specification
for the maintenance of the improvements, an estimate of the costs of maintenance, a diagram of the
District, and an assessment roll containing a spread of the estimated costs of maintenance within the
District, all as required by the Act and as previously ordered by this City Council.
NOW THEREFORE, pursuant to the direction from this City Council, this Report is hereby submitted to
this City Council pursuant to the provisions of the Act. This Report is applicable for the fiscal year
commencing July 1, 1997 to June 30, 1998 (hereinafter referred to as the Fiscal Year). This report is
prepared in 2 parts (Street Lighting and Landscaping), each of which consists of the following 3 sub-
parts:
Part I.
Part II.
Part 111.
PLANS AND SPECIFICATIONS for the maintenance and/or servicing of the
improvements during the Fiscal Year. The plans and specifications show and
describe the general nature, location and extent of the existing and proposed
improvements to be maintained and/or serviced during the Fiscal Year. The plans
and specifications also indicate the class and type of improvements to be
maintained andlor serviced for each zone within the District.
A DIAGRAM of the District. The Diagram shows the exterior boundaries of the
District, the boundaries of any zones within the District, and the lines and
dimensions of each lot or parcel within the District. Each parcel is identified by a
distinctive number or letter. The lines and dimensions of each lot conform to those
shown on the County Assessor's map for Fiscal Year.
AN ESTIMATE OF COSTS AND AN ASSESSMENT SCHEDULE showing the net
amount to be assessed upon assessable lands within the District, describing each
assessable lot or parcel within the District by reference to the Parcel numbers
contained on the County Assessment Roll, and assessing the net amount upon all
assessable lots or parcels by apportioning the net amount among the several
assessable lots or parcels in proportion to the benefits to be received by each lot or
parcel.
Annual assessment increases will be caused by reasons of increases in the costs of
labor, materials and utility cost increases as applied to energy rates and water fees.
Engineer's Repon - I997 2
Assessments can be annually modified and increased to reflect an annual
modification in the cost of labor and materials based upon the Consumer Price Index,
San Diego, as published by the Department of Labor as computed for the first Jndex in
March of each year with additional modifications for related energy and water rate
increases.
Principal Civil Engineer
RCE C21494
Engineer’s Report - 1997 3
DESCRIPTION OF IMPROVEMENTS TO BE MAINTAINED
The improvements to be maintained and serviced are generally described as street lighting,
street trees and landscaped and hardscaped street medians all located within the public right-
of-way and as caused by new development and City improvement projects, all as set forth and
described in this Engineer’s Report.
New development has added 264 street lights to be included in the City’s Fiscal Year 1997-98
maintenance inventory.
The City’s street tree inventory remains constant at approximately 21,000 trees, with the
exception of replacement of damaged trees. New development improvements do not include
trees in public street right-of-way areas.
The additional street median area to be maintained in Fiscal Year 1997-98 is 3.54 acres due to
the addition of median improvements to portions of Avenida Encinas and Palomar Airport Road.
The Street Lighting Zone, the Street Tree Trimming Zone and the Street Median Maintenance
Zone assessments will not increase in Fiscal Year 1997-98, and will remain at the same base
formula rates as assessed in Fiscal Year 1996-97. All new Assessor’s parcels, that by petition
of the property owner(s) have been added to the three zones, will be calculated at the same base formulas as used in the last fiscal year.
Engineer’s Repon - 1997 4
STREET LIGHTING
Pursuant to direction from the City Council, submitted herewith is the "Report", consisting of the
following documents pursuant to the provisions of Division 15, Part 2, of the Streets and
Highways Code of the State of California, and specifically Section 22500 et.seq., the
Landscaping and Lighting Act of 1972.
PART 1. PLANS AND SPECIFICATION
The plans and specifications for the maintenance and/or servicing of the street lighting
improvements during the Fiscal Year are on file in the office of the Assessment District
Administrator, 405 Oak Avenue, Carlsbad, CA; are available for public inspection; and are
incorporated herein by this reference as though set forth in full. Said plans and specifications
show and describe the general nature, location and extent of the existing and proposed
improvements to be maintained and/or serviced during the Fiscal Year. The plans and
specifications also indicate the class and type of improvements to be maintained and/or
serviced for each zone and code within the District.
PART 11. DIAGRAM
A diagram of the Street Lighting District. Said diagram shall show the exterior boundaries of the
Street Lighting District, the boundaries of any zones and codes within the Street Lighting
District, the lines and dimensions of each lot or parcel within said Street Lighting District and
each parcel shall be identified by a distinctive number or letter. The lines and dimension of
each lot shall conform to those shown on the County Assessor's map for the fiscal year to
which the Report applies. A simplified diagram is attached as Attachment "A, followed by
individual diagrams showing samples for each of the eight codes within Zone 1. A detailed
diagram is maintained in the office of the Assessment District Administrator, 405 Oak Avenue,
Carlsbad, CA, and is available for public inspection.
Engineer's Report - 1997 5
7
Lighting and Landscaping District NO. 1
FY 1997 - 1998
Engineer's Repori - 1997 8
NO SCALE
I
Engineer's Repon - 1997 9
Engineer’s Report - 1997 11
.. . 0
NO SCALE
Engineer's Repon - 1997 12
4
NO SCALE
Engineer’s Repon - 1997 13
NO SCALE
Engineer's Report - 1997
METHOD AND FORMULA FOR ASSESSMENT SPREAD
FOR STREET LIGHTING
Within the City wide Street Lighting Assessment boundaries are the following two zones:
Zone 1 - City owned and maintained street lights
Zone 2 - Undeveloped property - non-benefitting, not assessed
Zone 1 consists of the following sub-codes and their benefit spread formulas:
CODE AI * Street lights at intersections only (residential)
CODE BI* Street lights at intersections and mid-block (residential)
CODE C1* Street light spacing at current City engineering standards (residential)
CODE Dl* 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)
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 H 1 *** Street light spacing at current City standard, time shares only
* Assessment is based on equal shares of cost of maintenance and operation of total
lights within each code.
** Assessment is based on share of cost of maintenance and operation of total lights as
formulated by front footage percentage of each parcel in relation to total footage within
each code.
*** Flat rate per unit
Engineer’s Report - 1997
*
METHOD AND FORMULA FOR ASSESSMENT SPREAD
FOR STREET LIGHTING (CONTINUED)
Assessment Criteria: The improvements and annexation into the District 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.
The method of assessment for codes within Zone 1 is based on units. In the case of codes AI,
BI, Cl and Dl 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 is also based on front footage. Code HI
only includes time share units, which are all assigned the same cost per unit.
Engineer’s Repon - 1997 16
PART 111. ESTIMATE OF COSTS AND ASSESSMENT SCHEDULE
July 1,1997 through June 30, 1998
STREET LIGHTING
COST OF MAINTENANCE SERVICE
1. Energy (1)
2. Personnel (2)
3. Maintenance & Operations (2)
Subtotal
Less General Benefit @ 7.47% (1)
Less Fund Balance Surplus (3)
BALANCE TO ASSESSMENT
$240,743.00
232,603.00
223,315.00
$696,661 .OO
52,014.00
90,262.69
$554,384.31
Notes:
(I) See Table “A” for calculation of Cost of Energy & General Benefit.
(2) See Table “B”. The cost estimate for Personnel and Maintenance. & Operations.
(3) The remaining fund balance is adequate to cover the Tax Roll Reserve amount.
has been reduced by $25,500 for service to other City departments.
The “Balance to Assessment” shown above is spread upon the several parcels of land within
the District liable therefore and benefited thereby, in proportion to the estimated benefits that
each parcel receives, respectively, from said maintained works of improvement and
appurtenances as established in the formation of the District.
All of the parcels within the 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 the energy costs for the initial 18-month
period. The units in a development are not assessed the initial fiscal year to account for the
developer funded energy costs.
The District provides funding for the furnishing of services and materials for the ordinary and
usual operation, maintenance and servicing of the installed street lights. .These services and
materials include the furnishing of electric current (referred to as energy above). Personnel
costs include City staff assigned to Street Lighting services, City administration (annual audit of
City’s street lighting assessment, updating expenditures and reassessments) engineering and
legal expenses. Maintenance and Operations includes supervision, coordination between
Engineer3 Repofl - 1997 17
‘I 0
citizens and SDG&E for the maintenance of utility owned street lights, coordination between
developers and SDG&E for energizing new lighting systems, providing expertise to City
inspectors during inspection of lighting systems, coordinate underground service alert mark-
outs for various City departments, perform mark-outs for street light and traffic signal systems,
maintain as-built record of City street light system for future maintenance, perform routine night
surveillance, incorporate street light numbering system, check proposed improvement plans for
conformance with City standards regarding street light, storm drain and traffic signal systems,
coordinate with Planning, Engineering and Engineer’s of Work to ensure that departmental
needs are met. The tax roll reserve, identified in Note 3 above, is an advance for a portion of
the estimated costs of servicing and maintenance prior to the receipt of tax collections from the
County of San Diego.
The lighting and the orderly circulation of traffic directly benefits the developments within the
District. Any share of the benefits received that does not provide a special benefit to the
assessed properties is a general benefit provided by the improvements. The cost of the
general benefit is not to be assessed to the properties in the district.
The cost of the general benefit is to be contributed by the City. This cost for lights is equal to
the average annual unit cost difference between the low wattage 9,500 lumen lights and the
high wattage 22,000 lumen lights. A 9,500 lumen light is the standard required on a local
street. Other streets, such as arterials, require a standard greater than 9,500 lumens in oider
to service a capacity greater than the local traffic.
Table “A”, on the following page, shows the calculation of the cost estimate for General Benefit
for Street Lights.
Engineer’s Repn - 1997 18
TABLE "A"
COST ESTIMATE FOR GENERAL BENEFIT
STREET LIGHT SUMMARY PER SDG&E:
Lamp Size Number Monthly Monthly Annual Avg. Annual
(Watts) of Lishts Rate Amount Amount Cost Der Lisht
Low wattaqe liqhts for collector streets:
70
70
100
100
100
100
100
150
150
Subtotal-I
1,428
19
23
680
1,437
279
8
91
8
3,973
2.32
1.93
3.64
3.64
3.24
2.71
2.71
4.44
3.95
$ 3,312.96
36.67
83.67
2,473.72
4,655.88
756.09
21.68
404.04
31.60
$39,755.52
440.04
1,004.04
29,684.66
55,870.56
9,073.08
260.16
4,848.48
379.20
$ 141,315.74 $ 35.57
Hiqh wattaqe liqhts for arterial streets:
200 869 5.66 $4,918.54 $59,022.48
250 457 7.20 3,290.40 39,484.80
400 7 10.95 76.65 919.80
Subtotal-2 1,333 $99,427.08 $74.59
Total 5,306 $240,742.82
Annual Difference between Subtotal-I and Subtotal-2 $ 39.02
General Benefit = Annual Difference times 1,333 high wattage lights $ 52,014
Total Budget for Street Lights $ 696,661 .OO
Percent of General Benefit Contribution 7.47%
Engineer's Repon - 1997 19
t
The following table, identified as Table “B”, shows the calculation for the reduction in cost for
service to other departments in the City. The cost for service to other departments is
subtracted from the total budget cost to arrive at the “Balance to Assessment” to parcels in the
District.
TABLE “6”
FOR SERVICE TO OTHER DEPARTMENTS
COST ESTIMATE REDUCTIONS FOR FY 1997-98
STREET LIGHTS (Account #I 625057) 1997-98 Budget Less Service to Net to
1. Energy (1) $ 240,743 $0 $ 240,743
Amount Other Depts. Assessment
2. Personnel 245,6 1 3 13,010 232,603
3. Maintenance & Operations (2) 235,805 12,490 223,315 Subtotal Items 2 & 3 $481,418 $25.500 $455.91 8
Total $722,161 $25,500 $696,661
Notes:
(1) See Table “A for calculation of Cost of Energy.
(2) Budget of $473,305 reduced by $237,500 for Energy budget.
The total “Balance to Assessment” is then divided into the eight codes within Zone 1 as
previously identified. The dollar per assessment unit value for Fiscal Year 1997-98 in each
code is &lculated as follows:
ASSESSMENT SPREAD
Street
Lighting
Code Assessment Benefit Units
A- 1 $ 39,337.26 2,651 Units B- 1 20,403.88 852 Units c-I 290,082.04 11,157 Units
D-1 16,580.70 2,403 Units
H-1 1,897.60 9,488 Units
E-2 42,920.96 115,142 Feet
F-2 103,353.77 177,933 Feet
G-2 39,808.10 14,796 Feet
Total $554,384.31
Cost Per
- Unit
$14.838650
23.94821 6
26.000004
6.900000
0.200000
0.372765
0.580858
2.690464
For the specific assessment on each parcel, reference is made to the Assessment Roll on file at
the office of the Assessment District Administrator, 405 Oak Avenue, Carlsbad, CA, which is
incorporated herein by this reference as though set forth in full.
Engineer’s Report - 1997 20
LANDSCAPING
PART I. PLANS AND SPECIFICATIONS
The plans and specifications for the maintenance and/or servicing of the Street Tree and Street
Median improvements during the Fiscal Year are on file in the office of the Assessment District
Administrator, 405 Oak Avenue, Carlsbad, CA; are available for public inspection; and are
incorporated herein by this reference as though set forth in full. Said plans and specifications
show and describe the general nature, location and extent of the existing and proposed
improvements to be maintained and/or serviced during the Fiscal Year. The plans and
specifications also indicate the class and type of improvements to be maintained and/or
serviced for each zone within the District.
PART II. DIAGRAM
A diagram of the Landscaping District. Said diagram shall show the exterior, boundaries of the
District, the boundaries of the Street Tree and Street Median zones within the District, the lines
and dimensions of each lot or parcel within said Landscaping District and each parcel shall be
identified by a distinctive number or letter. The lines and dimensions of each lot shall conform
to those shown on the County Assessor’s map for the fiscal year to which the Report applies.
Simplified diagrams are attached as Attachments “B” and “C”. A detailed diagram is maintained
in the office of the Assessment District Administrator, 405 Oak Avenue, Carlsbad, CA.
Engineer’s Repon - 1997 21
1
Lighting and Landscaping District No. 1
FY 1997 - 1998
. Street Tree Benefit Zone
22 ATTACHMENT “B” 9 1997 z@:?%:r%fib”db9e7s /cargis2/products/umlr39.97/treell.aml 04/09/97
.
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”
Lighting and Landscaping District No. 1
FY 1997 - 1998
Median Landscaping Benefit Zone
Existing Median Locations lm Future Median Locations pd**l Median Maintained by Others .”
2? 04/07/97 ,ATTACHMENT “C” 3 1997 8g32:r%*a-Jz?s /cargis2/productslumIr39.97/medianll.am -w c
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ASSESSMENT SPREAD
FOR STREET TREE AND MEDIAN MAINTENANCE ZONES
STREET TREE MAINTENANCE ZONE
Street trees are in the street right-of-way, generally located between the curb and sidewalk
and/or property line in the areas of the City as shown in Attachment “B”. Each property
within the Street Tree Maintenance 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 .I7 acres). Thus, each single
family parcel is given an EDU of 1.0, while most other parcels* are given assessments
based on acreage to establish an EDU value based on the foliowing formula:
Acreage of parcel / 0.17 acres = EDUs
STREET MEDIAN MAINTENANCE ZONE
This service generally benefits all parcels and,residents in the City. Thus, all parcels in the
City share in the cost of median maintenance using the same EOU formula as in effect for
the Street Tree Maintenance Zone.
These formulas were approved by City Council at the June 6, 1989 regular meeting.
*See following page for Benefit Units/Land Use code conversion guide.
Engineer’s Report - 1997 24
BEN. UNITS
Form.
.I /DU
.I/DU
1 .o
1 .o .5/D U
.I /DU
.I /DU
.1/DU .1/DU
.I /DU
.I /DU .I/DU
Form. Form.
Form. Form. Form.
Form. Form.
Form. Form.
Form.
Form. Form. Form. Form.
Form. Form.
Form. Form. Form. Form.
Form., Form. Form.
Form. Form. Form. Form. Form.
Form.
0 e
CITY OF. CARLSBAD
LANDSCAPE MAINTENANCE BENEFIT UNlTSlLAND USE CODES
L.U. BEN. L.U.
CODE LAND USE DESCR UNITS CODE LAND USE DESCR
00 Unzoned I .o 50 Vacant irrigated
1 .o 51 Citrus
07 Timeshare 1 .o 52 Avocados
09 Mobile home 1 .o 53 Vines
10 Vacant residential 1 .o 54 Misc. trees
11 Single family residence 1 .o 55 Livestock 12 Duplex or double 1 .o 56 Poultry
13 Res. 2-4 unitsl2 houses 1 .o 57 Misc. irrigated crops 14 Res. 5-15 units 1 .o 58 Growing houses
15 Res. 16-60 units 1 .o 59 Special/misc. irrigated 16 Res. 61 units and up
17 Condominium 1 .o 61 Non-irrigated 1-10 AC 18 co-op 1 .o 62 Non-irrigated 11-40 AC
19 Misc. residential 1 .o 63 Non-irrigated 41 -1 60 AC 1 .o 64 Non-irrigated 161 -360 AC
20 Vacant commercial 1 .o 65 Non-irrigated 361 & up AC 21 1-3 story misc. store bldgs.
22 4 story & up officektore 0.0 70 Vacant institutional 23 Regional shopping ctr. 0.0 71 Church
24 Community shopping ctr. 0.0 72 Church parkingkelated 25 Neighborhood Shopping ctr. 0.0 73 Cemetery
26 Hotel, motel 0.0 74 Mausoleum 27 Service station 0.0 75 Mortuary
28 Med., dental, animal hospital 29 Con. Hospital, rest home Form. 77 Hospital
30 Office condominiums 31 Parking lot, garage, used cars Form. 80 Vacant recreational 32 Trailer park Form. 81 Meeting hall, gym
33 Theater Form. 82 Golf course 34 Bowling alley Form. 83 Marina, dock 35 Restaurant Form. 84 Recreational camps
37 Large chain groceryldrug 0.0 86 Open space easements
39 Misc. comm., radio stn., bank 0.0 88 Agr. Preserve (contract)
Form. 79 Spec./misc institutional
36 Car wash 0.0 85 Non-tax recreational
38 Auto saleslservice agency 0.0 87 Agr. Preserve (no contract)
Form. 89 Spec./misc. recreational
40 Vacant industrial
41 Factory - light manufacturer 0.0 90 Vacant tax. govt. property
42 Factory - hvy. Manufacturer 43 Warehouse - proc. or stor. 44 Bulk storage (tanks, etc.) 45 Extractive 8. mining
46 Small automotive garage 47 Industrial condos
49 SpecJmisc. industrial
Formula: If Acres c -20, then BU = 1.0, else BU = 5.9 x AC (Le. AC/O. 17)
Engineer’s Repn - 1997 24 A
PART 111. ESTIMATE OF COSTS AND ASSESSMENT SCHEDULE
July 1, 1997 through June 30, 1998
STREET TREES
COST OF MAINTENANCE
1. Personnel (1) $279,858.00
2. Maintenance and Operations (1) 224.61 0.00
Subtotal $504,468.00
Less General Benefit @ 7.47% (2) 37,683.76
Less Fund Balance Surplus (3) 9.638.98
BALANCE TO ASSESSMENT $457,145.26
Notes:
(1) See Table “C”. The cost estimate for Personnel and Maint. & Operations has been reduced
(2) See Table “A of the street lighting portion of this report for calculation of % of General
(3) The remaining fund balance is adequate to cover the Tax Roll Reserve amount.
by $66,140 for service to other City departments.
Benefit.
The Street Tree division provides maintenance to all trees in the public right-of-way (over
21 ,OOO), parks, open space areas, and trees at all City facilities. The maintenance consists of
pruning, planting, removal and root pruning. The division annually responds to over 500 street
tree order/requests, removes over 50 trees and plants over 100 trees.
Table “C”, below, shows the calculation for the reduction in cost for service to other
departments in the City. The cost for service to other departments is subtracted from the total
budget cost to arrive at the “Balance to Assessment” to parcels in the District.
TABLE “C”
FOR SERVICE TO OTHER DEPARTMENTS
COST ESTIMATE REDUCTIONS FOR FY 1997-98
A. STREET TREES (Account ## 1605023) 1997-98 Budget Service to Net to
Amount Other DeDts. Assess
1. Personnel $316,550 $36,692 $279,858
2. Maintenance and Operations 254,058 29,448 224.61 0
Total $ 570,608 $66,140 $ 504,468
Engineer’s Repon - 1997 25
The cost of the General Benefit for Street Trees is determined by utilizing the same percent as
calculated for Street Lighting as shown in Table “A.
The total “Balance to Assessment” is then divided by the number of benefit units to arrive at a
cost per benefit unit. The dollar per assessment unit value for Fiscal Year 1997-98 in the Street
Tree benefit zone is calculated as follows:
Balance to Assessment = $457,145.26 = $36.10 per unit.
Total Benefit Units 12,662.35
This unit assessment is applied to 13,219 parcels in the Street Tree Zone. For the specific
assessment on each parcel, reference is made to the Assessment Roll on file at the office of
the Assessment District Administrator, 405 Oak Avenue, Carlsbad, CA, which is incorporated
herein by this reference as though set forth in full.
Engineer’s Repon - 1997 26
PART 111. ESTIMATE OF COSTS AND ASSESSMENT SCHEDULE
July 1, 1997 through June 30, 1998
STREET MEDIANS
COST OF MAINTENANCE SERVICE
1. Personnel
2. Maintenance and Operations
Subtotal
Less General Benefit @ 7.47% (1)
Plus Tax Roll Reserve
BALANCE TO ASSESSMENT
Notes:
$ 164,079.00
222.309.00
$386,388.00
28,863.18
61 242.38
$41 8,767.20
(1) See Table “A”, as shown in the street lighting portion of this report for calculation of
% of General Benefit
The Street Median program provides weekly landscape maintenance and litter control to all City
medians and to Redevelopment Landscape improvement areas. It includes maintenance on a
weekly basis of approximately 48 acres of landscaped medians and 8 acres of planter boxes,
downtown fountain, landscape pockets and parking lots. Maintenance includes trash pick-up,
weed control, pruning, planting, pesticide/fertilizer application, removals, replanting, irrigation
repaidadjustment, and parking lot sweeping. A contractual median maintenance program
provides for contracting, administering and overseeing median maintenance for approximately
36 acres of City medians.
The cost of the General Benefit for Street Medians is determined by utilizing the same percent
as calculated for Street Lighting as shown in Table “A”.
The total “Balance to Assessment” is then divided by the number of benefit units to arrive at a
cost per benefit unit. The dollar per assessment unit value for Fiscal Year 1997-98 in the Street
Median benefit zone is calculated as follows:
Balance to Assessment = $418,767.20 = $8.34 per unit.
Total Benefit Units 50,198.79
This unit assessment is applied to 40,260 parcels in the. Street Median Zone. For the specific
assessment on each parcel, reference is made to the Assessment Roll on file at the office of
the Assessment District Administrator, 405 Oak Avenue, Carlsbad, CA, which is incorporated
herein by this reference as though set forth in full.
Engineer’s Repofl- 1997 27
\ I, !
4 PROOF OF PUBLlCjlbON
(2010 & 2011 C.C.P.)
STATE OF CALIFORNIA
County of San Diego
I am a citizen of the United States and a resident of
the County aforesaid: I am over the age of eighteen
years and not a party to or interested in the above-
entitled matter. I am the principal clerk of the printer of
North County Times
formerly known as the Blade-Citizen and The
Times-Advocate and which newspapers have been
adjudged newspapers of general circulation by the
Superior Court of the County of San Diego, State of
California, under the dates of June 30, 1989
(Blade-Citizen) and June 21, 1974 (Times-
Advocate) case number 171 349 (Blade-Citizen)
and case number 172171 (The Times-Advocate)
for the cities of Escondido, Oceanside, Carlsbad,
Solana Beach and the North County Judicial
District; that the notice of which the annexed is a
printed copy (set in type not smaller than
nonpareil), has been published in each regular and
entire issue of said newspaper and not in any
supplement thereof on the following dates, to-wit:
I certify (or declare) under penalty of perjury that
day n
Signature /
This space IS- fl) the County Clerks Filing Stamp
Proof of Publication of
July 23, 1997
County of San Diego
Auditor and Controller
Property Tax Services
Attention: JAMES GRIEGO I VERONICA DEGUIA
1600 Pacific Highway, Room 164
San Diego, CA 92101
SUBJECT: CERTIFICATION OF FIXED CHARGE SPECIAL ASSESSMENTS
This letter certifies that, according to the records of the City of Carlsbad, all
assessments and special taxes are in compliance with Article XlllC & D of the
Constitution of the State of California. The total number of parcels subject to Fixed
Charge Special Assessments for the City of Carlsbad Street Lighting and
Landscaping District No. 1, Street Lighting Zone, and the corresponding dollar
amount for fiscal year 1997/98 is listed below:
Fund Number Parcel Count Dollar.Amount
601 0-1 0 33,175 $ 554,994.27
Please contact Virginia McCoy at (760) 434-2941 with any questions.
f
Certified by:
/- ALE
City Clerk
c: CSD, Administrative Coordinator - Special Districts
1200 Carlsbad Village.Drive - Carlsbad, California 92008-1 989 - (619) 434-2808
/
July 21, 1997
Property Tax Services
County Administration Center, Room 164
Attention: James Griego / Vernoca Deguia
1600 Pacific Highway
San Diego, Ca 92101
CtTY OF CARLSBAD STREET LlGHTlNG AND LANDSCAPING DISTRICT N0.1
ASSESSMENTS FOR FY 97-98, STREET LIGHTING ZONE - FUND NO. 6010-10
The individual assessments for the above referenced assessment zone has been
recorded on magnetic tape and will be on fife in Room 092 of D.1.S. Services in the
County Administration Center. The assessment tape is 6250 bpi and blocked at 12240.
There are 33,175 assessable parcels for a total assessment of $554,994.27
Please consider this letter as authorization to use the information as recorded on the
aforementioned tapes. Attached is a certified copy of Resolution No. 97-534 confirming
the assessments.
If you have any questions, please contact Virginia McCoy at (760) 434-2941.
I City Clerk
c: Finance, Accountant Barbara Honig
CSD, Administrative Coordinator - Special Districts
1200 Carlsbad Village Drive - Carlsbad, California 92008-1 989 - (61 9) 434-2808 __
., 5 I , !'
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RESOLUTION NO. 97-534
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 IN
A SPECIAL MAINTENANCE DISTRICT
WHEREAS, the CITY COUNCIL of the CITY OF CARLSBAD, CALIFORNIA, has initiated
proceedings for the levy of the annual assessment for a landscaping and lighting district
created pursuant to the terms of the "Landscaping and Lighting Act of 1972," being Division 15,
Part 2 of the Streets and Highways Code of the State of California (the "Act"), in a special
maintenance district known and designated as Street Ltghting and Landscaping District No. I
(hereinafter referred to as the "District"); and ,
WHEREAS, the Maintenance District is an existing assessment district in which
assessments are not proposed to be increased, and is exempt from the procedures and
requirements of all assessments under California Constitution Act XlllD § 5 (a).
WHEREAS, at this time a public hearing has been held relating to the levy of the annual
assessments, and this City Council is now satisfied with the assessment and diagram and all
other matters as contained in the Engineer's Report as now submitted for final consideration
and approval.
NOW, THEREFORE, IT IS HEREBY RESOLVED AS FOLLOWS:
RECITALS
SECTION 1. That the above recitals are all true and correct.
PROTESTS
SECTION 2. That all protests and objections of every kind and nature be, and the same
hereby are, overruled and denied.
CONFIRMATION
SECTION 3. That the final assessment and diagram for the proceedings, as contained in
the Engineer's Report is hereby approved and confirmed.
SECTION 4. That the public interest and convenience requires, and this legislative body
does hereby order the maintenance work to be made and performed as said maintenance
work is set forth in the Engineer's Report, and as previously declared and set forth in the
Resolution of Intention.
SECTION 5. That the assessments contained in said "Report" for the next fiscal year are
hereby confirmed and levied upon the respective lots or parcels of land in the District in the
amounts as set forth in said final "Report." It is hereby further determined that all assessments
//
have been apportioned property in accordance with the benefits that each parcel receives from
the proposed maintenance works of improvement.
ANNUAL ASSESSMENT INCREASE
SECTION 6. Future assessment increases will be caused by reason of increases in the
costs of labor, materials and utility cost increases applied to energy rates and water fees.
Assessments can be subsequently modified and increased, as authorized by Section 54954.6
of the Streets and Highways Code of the State of California to reflect annual increases in the
costs of labor and materials based upon the Consumer Price index, San Diego, as published
by the Department of Labor, computed for the first index in March of each year, and those
above referenced changes will not constitute new and/or increased assessments requiring
additional notification.
FILING AND RECORDING
SECTION 7. That the above referenced diagram and assessment shall be filed in the office
of the City Clerk, with a certified copy to be filed in the office of the Administrative Coordinator-
Special Districts. Said diagram and assessment, and the certified copy thereof, shall be open
for public inspection.
SECTION 8. That the City Clerk is hereby ordered and directed to immediately file a
certified copy of the diagram and assessment with the County Auditor. Said filing to be made
no later than the third Monday in August.
ENTRY UPON THE ASSESSMENT ROLL
SECTION 9. That after the fifrfing of the diagram and assessment, the County Auditor shall
enter on the County Assessment Roll, opposite each lot or parcel of land, the amount
assessed thereupon.
COLLECTION AND PAYMENT
SECTION IO. The assessments shall be collected at the same time and in the same
manner as County taxes are collected, and all laws providing for the collection and
enforcement of County taxes shall apply to the collection and enforcement of the assessments.
FISCAL YEAR
SECTION 11. That the assessments as above authorized and levied for these proceedings
will provide revenue and relate to the fiscal year commencing July 1, 1997 and ending June
30, 1998.
//
//
//
//
L
2
PASSED, APPROVED AND ADOPTED by the City Council of the City of Carlsbad at its
regular meeting held on the 15th day of July , 1997 by the
following vote, to wit:
AYES: Council Members Lewis,
NOES: None
ABSENT: None
ATTEST:
ALETHA L. RAUTENKRANZ, City Cierk
(SEAL)
Finnila, Nygaard, Kulchin, and Hall
STATE OF CALIFORNIA, )
COUNTY OF SAN DIEGO ) ss.
I, Karen R. Kundtz, Assistant City Clerk of the City of Carlsbad, County of San Diego, State of
California, hereby certify that I have compared the foregoing copy with the original Resolution No, 97-534
passed and adopted by said City Council, at a remlar meeting thereof, at the time and by the vote therein stated,
which original Resolution No. 97-534 is now on file in my office: that the same contains a full, true and correct
traoscript ther3from and of the whole thereof.
Witness my hand and the seal of said City of Carlsbad, this 21st day of July, 1997.
(SEAL)