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HomeMy WebLinkAbout2021-05-18; City Council; ; Fiscal Year 2021-22 Preliminary Engineer's Report for the Annual Levy of Assessments within Street Lighting and Landscaping District No. 1, a Special Assessment DistrictMeeting Date: May 18, 2021 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 2021-22 Preliminary Engineer's Report for the Annual Levy of Assessments within Street Lighting and Landscaping District No. 1, a Special Assessment District District: All Recommended Action Adopt a resolution to approve the preliminary engineer’s report for fiscal year 2021-22 and set the date for the public hearing for the annual levy of assessments within Street Lighting and Landscaping District No. 1 as July 13, 2021. Executive Summary The City Council's approval of this state-mandated report is needed to begin the processing of the annual levy of assessments within the city's Street Lighting and Landscaping District No. 1 for fiscal year 2021-22 under the procedures set forth in California Streets and Highways Code Sections 22620-22641. Discussion The City of Carlsbad Street Lighting and Landscaping District No. 1 funds the cost of operating and maintaining the city's street lighting system through assessments from each parcel in the city based on the special benefit received by each parcel. This district includes the Street Tree Improvement Zone and the Median Landscaping Improvement Zone. The Street Tree Improvement Zone is not citywide, it includes only the properties within the city that have street trees within the public right-of-way areas. Its maintenance program provides scheduled tree trimming, treatment of damaged trees and emergency response to fallen trees within the public right of way. The Median Improvement Zone funds the cost of maintaining the street medians throughout the city. This improvement zone includes plant and tree maintenance care and structural replacement of the medians when necessary. The district was formed under the terms of the California Streets and Highways Code Section 22500 et seq., known as the Landscaping and Lighting Act of 1972. This law requires a report by an engineer for each fiscal year for which assessments are to be levied and collected. May 18, 2021 Item #1 Page 1 of 30 This report is to contain: a) Plans and specifications for the improvements b) An estimate of the costs of the improvements c) A diagram of the assessment district d) An assessment of the estimated costs of the improvements e) If bonds or notes will be issued, an estimate of their principal amount The report can be found as Attachment A to Exhibit 1. A single-family residential parcel that benefits from the Street Lighting Improvement Zone, Street Tree Improvement Zone and Median Landscaping Improvement Zone will continue to have an anticipated assessment of $70.44 for fiscal year 2021-22. Street Lighting and Landscaping District No. 1 proposed assessments for the average single-family parcel Improvement zone Average assessments fiscal year 2021-22 Street lighting $ 26.00 Street tree 36.10 Median landscaping 8.34 Total $ 70.44 The rates have remained the same for the last 25 fiscal years because the district was formed without an allowable rate inflator. In addition, Proposition 218, a state law that placed restrictions on the financing of local government, would require a notice and ballot to be sent to each property owner who is to be assessed, followed by a public hearing, before assessment rates could be increased. In addition to holding the public hearing, the City Council’s adoption of the annual assessments is required for the district to continue to levy and collect assessments from property owners. Staff will present a summarized report on the maintenance and operations of the district, which are detailed in the preliminary engineer's report attached as Exhibit 1, at the public hearing scheduled for July 13, 2021. Options The following options have been provided by staff for City Council’s consideration: 1. Approve the preliminary engineer’s report and set July 13, 2021, as the public hearing date for the annual levy of assessments. Pros • Annual assessments pay for the maintenance costs of the various improvements in the district Cons • None identified May 18, 2021 Item #1 Page 2 of 30 2. Do not approve the report and do not levy assessments on property owners. Pros • None identified Cons • Assessments to property owners would not be levied and collected, which would result in an annual revenue loss of approximately $1,563,081 to the district • Funding in the amount of $1,563,081 from the city’s General Fund would be needed to replace the loss of assessment revenue if improvements in the district are to be maintained at current service levels Staff recommends option 1 recommended for the City Council’s approval, approving the report presented and set the date for the public hearing for the annual levy of assessments to by July 13, 2021. Fiscal Analysis The actual total to be collected from property assessments is $1,563,081. A further funding breakdown of the three zones follows: Funding source Street lighting Street trees Medians Total Assessment collection $740,993 $471,543 $350,545 $1,563,081 General benefit (General Fund) 113,051 0 0 113,051 Contributions from District #2 75,693 47,259 206,501 329,453 Miscellaneous revenue & interest earnings 63,000 0 0 63,000 Transfer from the General Fund 0 240,000 950,000 1,190,000 Amount from/(to) fund reserves 32,510 270,494 49,800 352,804 Total funding sources $1,025,247 $1,029,296 $1,556,846 $3,611,389 Total cost estimate $1,025,247 $1,029,296 $1,556,846 $3,611,389 The fiscal year 2021-22 Street Lighting and Landscaping District No. 1 total budget for the three zones is projected to be $3,611,389. It is anticipated that these budgets will be approved by the City Council with the city’s fiscal year 2021-22 Operating Budget on June 22, 2021. The Street Lighting Improvement Fund is projected to receive $63,000 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, since city-owned parcels are non-assessable on the County of San Diego tax rolls. It also includes interest earned on cash reserves of $35,000. The city’s Street Lighting and Landscaping District No. 2 will contribute the funds outlined above in order to cover the cost of maintaining the improvements within that district. These contributions are made because all costs for the city streetlights, street trees, and medians are charged through Street Lighting and Landscaping District No. 1. The contribution from District No. 2 is made to reimburse District No. 1 for those streetlight, street tree, and median landscaping costs attributable to District No. 2. May 18, 2021 Item #1 Page 3 of 30 The city's General Fund will also contribute $113,051 to the Street Lighting Improvement Fund as "general benefit" assessments, as further described in the attached 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 and Street Trees Improvement Fund will not be sufficient to cover anticipated costs for the upcoming fiscal year. Beginning in fiscal year 2004-05, the General Fund began transferring funds to the Median Landscaping Improvement Fund to cover the fund’s annual deficit. Staff propose making another transfer from the General Fund to the Median Landscaping Improvement Fund in the Fiscal Year 2021-22 Operating Budget in the amount of $950,000. Similarly, fiscal year 2021-22 is the twelfth year in which a transfer from the General Fund to the Street Trees Improvement Fund will be required. Staff propose a transfer of $240,000 from the General Fund to the Street Trees Improvement Fund for fiscal year 2021-22. Next Steps With the City Council’s approval, the Finance Department will work with the city’s contracted assessment engineer to complete the final report for fiscal year 2021-22 to be presented at the public hearing for the adoption of the annual levy of assessments to be held on July 13, 2021. Environmental Evaluation In keeping with California Public Resources Code Section 21065, this action does not constitute a “project” within the meaning of the California Environmental Quality Act 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 and Outreach Public notice of this item was posted in keeping with the state's Ralph M. Brown Act and it was available for public viewing and review at least 72 hours before the scheduled meeting date. Exhibits 1. City Council resolution May 18, 2021 Item #1 Page 4 of 30 RESOLUTION NO. 2021-115 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFORNIA, INITIATING THE PROCEEDINGS, APPROVING THE PRELIMINARY ENGINEER'S REPORT FOR FISCAL YEAR 2021-22 AND SETTING A PUBLIC HEARING FOR JULY 13, 2021 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, 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 May 18, 2021 Item #1 Page 5 of 30 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: May 18, 2021 Item #1 Page 6 of 30 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, 2021 and ending June 30, 2022; 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 at the regular time and in the regular meeting place of the City Council on the following date: Tuesday, July 13, 2021 At that time this legislative body will hear protests or objections in reference to the annual levy of assessments and to any other matters contained in this resolution. Any May 18, 2021 Item #1 Page 7 of 30 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 generalcirculation 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 MANAGER 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 May 18, 2021 Item #1 Page 8 of 30 PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council of the City of Carlsbad on the 18th day of May, 2021, by the following vote, to wit: AYES: Hall, Blackburn, Acosta, Bhat-Patel, Schumacher. NAYS: None. ABSENT: None. MATT HALL, Mayor YTh BARBARA ENGLESON, City Clerk (SEAL) May 18, 2021 Item #1 Page 9 of 30 Attachment A I CITY OF CARLSBAD PRELIMINARY ENGINEER'S REPORT FISCAL YEAR 2021-22 STREET LIGHTING AND LANDSCAPING DISTRICT NO. 1 April 29, 2021 PREPARED BY .9 Harris & Associates Anna Tan-Gatue, RE. R.I.E. 14356 Exp. 06/30/21 www.WeAreHarris.com May 18, 2021 Item #1 Page 10 of 30 Preliminary Engineer's Report Street Lighting and Landscaping District No. 1 City of Carlsbad Fiscal Year 2021-22 tu Harris & Associates 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 ' , II May 18, 2021 Item #1 Page 11 of 30 Preliminary Engineer's Report Street Lighting and Landscaping District No. 1 City of Carlsbad Fiscal Year 2021-22 I. Harris & Associates 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 2021-22 commencing July 1, 2021 and ending on June 30, 2022 ("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 mprovement 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 iiicidental 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, cord. 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. 1 May 18, 2021 Item #1 Page 12 of 30 ,e. ii...-. , r• e ,e/ • .:,;',,,,,..,:•,'. %•.7,„4,;:e, ,:e , „... , ''..;.•;. , -"/„,/`.4...;;:„., e, 0- ...."•'.?>' *, / •, /•/./.'7 •• 1.;.->•/%,., 4V..x/,„e- 4! • • Preliminary Engineer's Report Street Lighting and Landscaping District No. 1 City of Carlsbad Fiscal Year 2021-22 Harris & Associates 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. 2 May 18, 2021 Item #1 Page 13 of 30 Preliminary Engineer's Report Street Lighting and Landscaping District No. 1 City of Carlsbad Fiscal Year 2021-22 Na Harris & Associates PART 1 STREET LIGHTING IMPROVEMENT ZONE PLANS AND SPECIFICATIONS The improvement work consists of maintenance and servicing of the 7,364 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 283 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 2021-22" 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 ,60er 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 2021-22" 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 $1,025,247. /e :* 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. 3 May 18, 2021 Item #1 Page 14 of 30 $197,769 $827,478 Maintenance & Operations Personnel Total Cost Estimate $1,025,247 Preliminary Engineer's Report Street Lighting and Landscaping District No. 1 City of Carlsbad Fiscal Year 2021-22 1, 111Harris & Associates The net assessable amount to be levied upon the assessable lands within the Assessment District is $740,993. 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: Total Cost Estimate $1,025,247 Less: Contribution for Services to Public Parcels $28,000 Contribution from LLD No. 2 $75,693 General Benefit Contribution $113,051 Interest Earned $35,000 Misc Revenues $0 Projected Fund Balance from Previous Fiscal Year $2,799,142 Plus: Estimated Fund Reserve at end of Fiscal Year $ 2,766,632 Net Assessable Amount $ 740,993 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 $113,051. 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. 4 May 18, 2021 Item #1 Page 15 of 30 Preliminary Engineer's Report Street Lighting and Landscaping District No. 1 City of Carlsbad Fiscal Year 2021-22 Harris & Associates _amp Size Number Monthly Monthly Annual Annual General (Watts) Lights Rate Amount Amount Cost per Benefit Low wattage lights for collector streets: 40 4,846 $2.51 $12,163.46 $145,961.52 $30.12 $0.00 Subtotal-1 4,846 $145,961.52 $0.00 Hi h watta e liahts for arterial streets: 70 103 $4.29 $441.87 $5,302.44 $51.48 $2,200.08 85 43 $5.27 $226.61 $2,719.32 $63.24 $1,424.16 100 2,344 $6.28 $14,720.32 $176,643.84 $75.36 $106,042.56 150 15 $9.41 $141.15 $1,693.80 $112.92 $1,242.00 200 0 $12.53 $0.00 $0.00 $150.36 $0.00 250 13 $16.24 $211.12 $2,533.44 $194.88 $2,141.88 Subtotal-2 2,518 $188,892.84 $113,050.68 Total 7,364 $334,854.36 $113,050.68 General Benefit = $113,050.68 FY 2021-22 Lighting Budget Amount $1,025,247 FY 2021-22 Public Parcel Contribution $28,000 Total Est. Cost Less Public Parcel Contribution* $997,247 General Benefit Percentage 11.34% *Based on preliminary budget estimates 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. 5 May 18, 2021 Item #1 Page 16 of 30 Preliminary Engineer's Report Street Lighting and Landscaping District No. 1 City of Carlsbad Fiscal Year 2021-22 sui Harris & Associates 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 Al, 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 developrOrits. 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 Hi only includes time share units, which are all assigned the same cost per unit. 6 May 18, 2021 Item #1 Page 17 of 30 Al, BI, Cl, D1 E2, F2, G2 H1 Residential dwelling unit = one benefit unit Commercial, residential and redevelopment area = one front foot of street frontage = one benefit unit Time shares = $0.20 per weekly unit Street Lighting Code Benefit Unit Preliminary Engineer's Report Street Lighting and Landscaping District No. 1 City of Carlsbad Fiscal Year 2021-22 Harris & Associates The Street Lighting Zone assessments will not increase in Fiscal Year 2021-22, and will remain at the same unit rates as assessed in the last 25 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 25 fiscal years. The rate per assessment unit for Fiscal Year 2021-22 in each of the eight codes is shown in the following table. Street Lighting Code Rate per Unit Al $14.84 / Unit B1 $23.94 / Unit Cl $26.00 / Unit D1 $6.90 / Unit H1 $0.20 / Unit E2 $0.372765 / Foot F2 $0.580858 / Foot G2 $2.690464 / Foot For specific assessment ori.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. 7 May 18, 2021 Item #1 Page 18 of 30 Preliminary Engineer's Report Street Lighting and Landscaping District No. 1 City of Carlsbad Fiscal Year 2021-22 RU Harris & Associates 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 11,928 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 1/2 year cycle and selective genus (e.g. Eucalyptus, Ficus, Podocarpus, Pyrus, Washingtonia) are also pruned on a supplemental 2 - 2 % 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 2021-22" 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 2021-22" 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 $1,029,296. 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. 8 May 18, 2021 Item #1 Page 19 of 30 $319,634 $709,662 Maintenance & Operations Personnel Total Cost Estimate $1,029,296 Preliminary Engineer's Report Street Lighting and Landscaping District No. 1 City of Carlsbad Fiscal Year 2021-22 1 Harris & Associates The net assessable amount to be levied upon the assessable lands within the Assessment District is $471,543. 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: Total Cost Estimate $1,029,296 Less: Contribution from LLD No. 2 $47,259 Projected Fund Balance from Previous Fiscal Year $279,318 General Fund Transfer $240,000 Plus: Estimated Fund Reserve at end of Fiscal Year $8,824 Net Assessable Amount 471,543.00 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 fromt'he city's General Fund. For street trees, the city has determined that there is no general benefit. AN ASSESSMENT OF THE ESTIIVIATED'COSTS OF THE IMPROVEMENTS The existing number of trees within thpiJblic right of way that the city only has maintenance responsibility for is approximately 11,928 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. 9 May 18, 2021 Item #1 Page 20 of 30 Preliminary Engineer's Report Street Lighting and Landscaping District No. 1 City of Carlsbad Fiscal Year 2021-22 Ell Harris & Associates BEN. UNITS L.U. CODE 00 LAND USE DESCRIPTION Unzoned BEN. UNITS 1.0 . L.U. CODE 50 LAND USE DESCRIPTION Formula 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/dig. 0.0 86 Open space easements Formula 38 Auto sales/service agricy 0.0 87 Agr. Preserve (no contract) Formula 39 Misc. comm., radii) 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) 10 May 18, 2021 Item #1 Page 21 of 30 Preliminary Engineer's Report Street Lighting and Landscaping District No. 1 City of Carlsbad Fiscal Year 2021-22 Harris & Associates The Street Tree Improvement Zone assessments will not increase in Fiscal Year 2021-22, and will remain at the same unit rate of $36.10 per EDU as assessed in the last 25 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 25 fiscal years. This unit assessment is applied to 14,531 parcels in the Street Tree Improvement Zone. The total number of EDUs for these parcels amounts to approximately 13,063.40 EDUs. The revenue generated by these parcels amounts to $471,543.18. 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. 11 May 18, 2021 Item #1 Page 22 of 30 Preliminary Engineer's Report Street Lighting and Landscaping District No. 1 City of Carlsbad Fiscal Year 2021-22 Ell Harris & Associates 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 shovvn.on the city's full scale map titled "Street Median Improvement Zone and Median Facilities Location Diagram for Fiscal Year 2021-22" 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 2021-22" on file at the city's Public Works Department. A reduced copy of the map is incii:i80s 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 shoyvn on the San Diego County Assessor's map which is also on file at the city's Public Works Department',.?:' ../0.*•% , ESTIMATE OF THE COST Of THE IMPROVEMENTS: The estimated total costof rhaintainirig and servicing the city's inventory of public street median improvements is 51,556,846. 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. 12 May 18, 2021 Item #1 Page 23 of 30 Personnel $298,624 Maintenance & Operations $1,258,222 Total Cost Estimate $1,556,846 Preliminary Engineer's Report Street Lighting and Landscaping District No. 1 City of Carlsbad Fiscal Year 2021-22 fdlilHarris & Associates The net assessable amount to be levied upon the assessable lands within the Assessment District is $350,545. 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: Total Cost Estimate • $1,556,846 Less: LLD #2 Contribution $206,501 Projected Fund Balance from Previous Fiscal Year $82,458 General Fund Transfer $950,000 Plus: Estimated Fund Reserve at end of Fiscal Year $32,658 Net Assessable Amount $350,545 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. 13 May 18, 2021 Item #1 Page 24 of 30 Preliminary Engineer's Report Street Lighting and Landscaping District No. 1 City of Carlsbad Fiscal Year 2021-22 LE Harris & Associates BEN. UNITS L.U. CODE ' LAND USE DESCRIPTION I BEN. 1 I 1 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 ':j:!arking 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 star. 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) 14 May 18, 2021 Item #1 Page 25 of 30 vtp Preliminary Engineer's Report Street Lighting and Landscaping District No. 1 City of Carlsbad Fiscal Year 2021-22 ILE Harris & Associates The Median Landscaping Improvement Zone assessments will not increase in Fiscal Year 2021-22, and will remain at the same unit rate of $8.34 per EDU as assessed in the last 25 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 25 fiscal yea rs. This unit assessment is applied to 50,526 parcels in the Median Landscaping Improvement Zone. The total number of EDUs for these parcels amounts to approximately 42,076.18 EDUs. The revenue generated by these parcels amounts to $350,544.72. 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. 15 May 18, 2021 Item #1 Page 26 of 30 -,•:45;., ,c50, •„*r Ye*. EXHIBIT A PARCELS NO LONGER IN LLD NO. 1 Several parcels were incorporated into Street Lighting and Landscaping District No. 2 and are therefore are exempted from this Street Lighting and Landscaping District No. 1. These parcels were previously assessed for median benefit. The Exhibit A will be updated to include a full listingof all parcels excluded from Street Lighting and Landscaping District No. 1 in the Final Engineer's Report. Anna Tan-Gatue, PE Project Manager Anna.Tan-Gatue@WeAreHarris.com P: 949-536-2507 Harris & Associates www.WeAreHarris.com 16 May 18, 2021 Item #1 Page 27 of 30 !^ PACIFIC OCEAN ELC A MINOREALCARLSBAD BLC A N NONRDLACOSTA AV PALOMARAIRPORTRD ALGA RD A VIARAPY ME L R OSEDRRANCHO S A N T A F E R D C A R L S B A D V ILL AGEDR POINSETTIA LN CO L L E G E B LOLIVE N H A I N R D COLLE GEBLP O I N S E TTI A L N TAM ARACKAV BATIQUITOSLAGOON AGUAHEDIONDALAGOON BUENAVISTALAGOON Document Path: \\shares\GIS_App\cbgis\products\Standard Maps\FINANCE\2021\StreetLightingZone_8x11.mxdStreet Lighting ImprovementZone and Lighting FacilitiesLocation Diagram for Fiscal Year 2021-22 Map 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) May 18, 2021 Item #1 Page 28 of 30 !^ PACIFIC OCEAN ELC A MINOREALCARLSBAD BLC A N NONRDLACOSTA AV PALOMARAIRPORTRD ALGA RD A VIARAPY ME L R OSEDRRANCHO S A N T A F E R D C A R L S B A D V ILL AGEDR POINSETTIA LN CO L L E G E B LOLIVE N H A I N R D COLLE GEBLP O I N S E TTI A L N TAM ARACKAV BATIQUITOSLAGOON AGUAHEDIONDALAGOON BUENAVISTALAGOON Document Path: \\shares\GIS_App\cbgis\products\Standard Maps\FINANCE\2021\TreeBenefitZone_8x11.mxdStreet Tree Improvement ZoneLocation Diagramfor Fiscal Year 2021-22 Figure 2Map created by the City of Carlsbad GIS. I 0 1 Miles Tree Benefit Zone May 18, 2021 Item #1 Page 29 of 30 !^ PACIFIC OCEAN ELC A MINOREALCARLSBAD BLC A N NONRDLACOSTA AV PALOMARAIRPORTRD ALGA RD A VIARAPY ME L R OSEDRRANCHO S A N T A F E R D C A R L S B A D V ILL AGEDR POINSETTIA LN CO L L E G E B LOLIVE N H A I N R D COLLE GEBLP O I N S E TTI A L N TAM ARACKAV BATIQUITOSLAGOON AGUAHEDIONDALAGOON BUENAVISTALAGOON Document Path: \\shares\GIS_App\cbgis\products\Standard Maps\FINANCE\2021\MedianBenefitZone_8x11.mxdStreet Median ImprovementZone and Median FacilitiesLocation Diagramfor Fiscal Year 2021-22 Map created by the City of Carlsbad GIS. I 0 1 Miles Median Benefit Zone May 18, 2021 Item #1 Page 30 of 30