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Home My WebLink About2022-07-12; City Council; ; Fiscal Year 2022-23 Final Engineer's Report for the Annual Levy of Assessments within Street Lighting and Landscaping District No. 2, a Special Assessment DistrictCA Review CKM Meeting Date: July 12, 2022 To: Mayor and City Council From: Scott Chadwick, City Manager Staff Contact: Jason Rosado, Assistant to the Treasurer jason.rosado@carlsbadca.gov, 442-339-2473 Subject: Fiscal Year 2022-23 Final Engineer's Report for the Annual Levy of Assessments within Street Lighting and Landscaping District No. 2, a Special Assessment District District: 2, 3, & 4 Recommended Action Hold a public hearing and adopt a resolution confirming the diagram and assessment, ordering maintenance work to be performed, and authorize the levy of the annual assessment for fiscal year 2022-23 for Street Lighting and Landscaping District No. 2, a special assessment district. Executive Summary The City Council's approval is needed to process the annual levy of assessments within the city's Street Lighting and Landscaping District No. 2 for fiscal year 2022-23 in compliance with the procedures in California Streets and Highways Code Sections 22620-22641. Discussion Street Lighting and Landscaping District No. 2 assesses fees that pay for the maintenance and replacement costs of streetlights, street trees and medians within the district. Streetlights, street trees, and medians in the other developed parts of the city are funded by assessments from a separate district. California Streets and Highways Code Section 22622 requires that the City Council order an engineer to prepare and file a report each fiscal year for which assessments are to be levied. 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. July 12, 2022 Item #12 Page 1 of 39 Each development within the district is considered a separate development zone, each with its own assessment based on the costs for that area of the city. There are 16 zones in the district. A maximum and actual assessment rate is calculated in each zone on an annual basis. The maximum actual assessment rate is the maximum annual rate that can be assessed on a parcel and is calculated by adding up all the costs of maintenance and replacements, assuming that the improvements in each zone are fully maintained by the city. Several zones have a portion of their improvements maintained by their homeowners associations. The calculated cost of maintaining any improvement that will be borne by a homeowners association has been subtracted from the maximum annual assessment to determine the actual annual assessment. The maximum assessments can increase by the amount of the increase in the consumer price index on an annual basis. The change in the San Diego County consumer price index from March 2021 to March 2022 was 7.9% and is reflected in the maximum assessment rates for fiscal year 2022-23. The actual annual assessment is the amount that will be charged to each property owner on their annual property tax statement. If the city determines the homeowners association is not maintaining the improvements to the city’s standard, the city has the authority to take this task on and charge the property owner as much as the maximum annual assessment to recover the city’s cost of maintaining the improvements. As shown in the table on the following page, the proposed assessment rates per year for a single-family residential parcel range from a low of $4.84 per parcel to a high of $189.35 per parcel. These assessments vary between developments depending on the density of each development, the amount of improvement and the types of improvements being maintained in each development. July 12, 2022 Item #12 Page 2 of 39 Development zone Maximum annual assessment rate FY 2022-23 Actual annual assessment rate FY 2021-22 Proposed annual assessment rate FY 2022-23 Explanation of proposed change to assessment rates for FY 2022-23 Calavera Hills II $262.90 $128.38 $130.45 Increase due to increase in lighting maintenance and operation costs Kelly Ranch $159.38 $130.17 $136.31 Increase due to increase in lighting maintenance and operation costs The Oaks South $558.19 $4.56 $4.84 Increase due to increase in lighting maintenance and operation costs Thompson/Tabata $294.29 $161.71 $171.13 Increase due to increase in lighting maintenance and operation costs Palomar Forum/ Carlsbad Raceway (no residential) $217.97 $113.51 $116.18 Increase due to increase in lighting maintenance and operation costs Bressi Ranch $289.48 $60.13 $62.80 Increase due to increase in lighting maintenance and operation costs La Costa Greens $519.75 $54.36 $56.82 Increase due to increase in lighting maintenance and operation costs La Costa Ridge $91.72 $30.59 $32.02 Increase due to increase in lighting maintenance and operation costs Oaks North Industrial (no residential) $69.78 $51.47 $48.60 Decrease due to decrease in tree maintenance costs, offset by an increase in lighting maintenance & operation costs Robertson Ranch East $317.85 $174.49 $179.16 Increase due to increase in lighting maintenance and operation costs Oaks North Residential $443.58 $8.46 $8.98 Increase due to increase in lighting maintenance and operation costs La Costa Town Square $539.03 $179.13 $189.35 Increase due to increase in lighting maintenance and operation costs Fair Oaks Valley $572.78 $0.00 $0.00 No assessment, HOA is maintaining all improvements Quarry Creek $151.22 $22.92 $24.83 Increase due to increase in lighting maintenance and operation costs Robertson Ranch West $340.15 $107.05 $111.25 Increase due to increase in lighting maintenance and operation costs, offset slightly by a reduction in tree maintenance costs. Marja Acres $62.87 n/a $0.00 No assessment for FY 2022-23 because development is still under construction July 12, 2022 Item #12 Page 3 of 39 Staff recommend the City Council approve the engineer’s report and direct staff to work with the assessment engineer to submit annual assessments to the County of San Diego for placement on the property tax rolls for fiscal year 2022-23. This action will allow these annual assessments to continue to pay for the maintenance and replacement costs of the various improvements in the district. If the engineer’s report is not approved and assessments to property owners are not levied, the district would lose approximately $725,000 in annual revenue. The city would need to use money from the General Fund to replace the lost revenue and maintain improvements in the district at their current service levels. Fiscal Analysis The collection of assessments will cover all maintenance, operation, and future replacement costs for the district. The total assessments for the 16 zones in the district are projected to be $725,315. The assessment rates in each zone of the district have been set so that the maintenance, operations and replacement costs will be funded entirely through the property owners that benefit from the improvements. Of the total projected assessments: •$337,443 will be spent on maintenance operations •$387,872 will be set aside for future replacement of improvements Next Steps With the City Council’s approval, city staff will work with the assessment engineer to submit annual assessments to the County of San Diego for placement on the property tax rolls for fiscal year 2022-23 for Street Lighting and Landscaping District No. 2. 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 This item was noticed 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. Notice of the public hearing was published in accordance with the procedures of the California Streets and Highways Code. Exhibits 1.City Council resolution July 12, 2022 Item #12 Page 4 of 39 RESOLUTION NO. 2022-171 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFORNIA, CONFIRMING THE DIAGRAM AND ASSESSMENT AND PROVIDING FOR THE LEVY OF THE ANNUAL ASSESSMENT FOR FY 22-23 FOR STREET LIGHTING AND LANDSCAPING DISTRICT NO. 2, A SPECIAL ASSESSMENT DISTRICT WHEREAS, the City Council of the City of Carlsbad, California, has initiated proceedings for the levy of the annual assessment for a special assessment district pursuant to the terms of the Landscaping and Lighting Act of 1972 (Division 15, Part 2 of the California Streets and Highways Code, commencing with Section 22500); the special assessment district is known and designated as Street Lighting and Landscaping District No. 2 (the "Assessment District"); and WHEREAS, the Assessment District is an existing assessment district in which the maximum allowable assessment rates for each zone have been increased by the annual change in the San Diego County Consumer Price Index, as was approved by the City Coundl following a property owner vote, and the proposed assessments to be levied are less than or equal to the allowable maximum rates and; therefore, this Assessment District is exempt from the Proposition 218 procedures pursuant to California Constitution Article XIIID § 5(a); and WHEREAS, at this time, a public hearing has been held relating to the levy of the annual assessments, and the City Council is now satisfied with the assessment and diagram and all other matters as contained in the Engineer's Report dated June 17, 2022 (Attachment A; the "Report") as now submitted for final consideration and approval. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Carlsbad, California, as follows: 1.That the above recitations are true and correct. 2.That all protests and objections of every kind and nature are overruled and denied. 3.That the final assessment and diagram for the proceedings, as contained in the Report (Attachment A), are approved and confirmed. 4.That the public interest and convenience requires, and the City Council does order the maintenance work to be made and performed as set forth in the Report (Attachment A), and as previously declared and set forth in the Resolution of Intention. Exhibit 1 July 12, 2022 Item #12 Page 5 of 39 5.That the assessments contained in the Report (Attachment A) for the next fiscal year are confirmed and levied upon the respective lots or parcels of land in the Assessment District in the amounts as set forth in the Report (Attachment A). It is further determined that all assessments have been apportioned properly in accordance with the benefits that each parcel receives from the proposed maintenance works of improvement. 6.That the above-referenced diagram and as�essment shall be filed in the City Clerk's Office and shall be open for public inspection. 7.That the Finance Department is directed to file a certified copy of the diagram and assessment with the San Diego County Auditor by no later than the third Monday in August, or as required by the County of San Diego. 8.That after the filing of the diagram and assessment, the San Diego County Auditor shall enter on the County of San Diego Assessment Roll, opposite each lot or parcel of land, the amount asse.ssed upon the lot or parcel. 9.The assessments shall be collected at the same time and in the same manner as County of San Diego taxes are collected, and all laws providing for the collection and enforcement of County of San Diego taxes shall apply to the collection and enforcement of the assessments. 10.That the assessments as above authorized and levied for these proceedings will provide revenue and relate to the fiscal year commencing July 1, 2022 and ending June 30, 2023. July 12, 2022 Item #12 Page 6 of 39 PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council of the City of Carlsbad on the 12th day of J!!!y, 2022, by the following vote, to wit: AYES: NAYS: ABSENT: Hall, Blackburn, Bhat-Patel, Acosta. None. Norby. MATTHe,M � � FAVIOLA MEDINA, City Clerk Services Manager (SEAL) July 12, 2022 Item #12 Page 7 of 39 CITY OF CARLSBAD FINAL ENGINEER’S REPORT FISCAL YEAR 2022-23 STREET LIGHTING AND LANDSCAPING DISTRICT NO. 2 June 17, 2022 PREPARED BY Anna Tan-Gatue, P.E. R.I.E. No. 4356 Exp. 06/30/23 www.WeAreHarris.com Attachment A July 12, 2022 Item #12 Page 8 of 39 Final Engineer’s Report Street Lighting and Landscaping District No. 2 City of Carlsbad Fiscal Year 2022-23 ii TABLE OF CONTENTS Statement of Assessment Engineer .................................................................................................................... 1 Part A – Plans and Specifications ........................................................................................................................ 3 Part B – Estimate of Costs................................................................................................................................... 6 Part C – Method of Apportionment ................................................................................................................. 11 Part D – Assessment Roll .................................................................................................................................. 29 Part E – Assessment Diagram ........................................................................................................................... 29 July 12, 2022 Item #12 Page 9 of 39 Final Engineer’s Report Street Lighting and Landscaping District No. 2 City of Carlsbad Fiscal Year 2022-23 1 STATEMENT OF ASSESSMENT ENGINEER FISCAL YEAR 2022-23 ENGINEER'S REPORT PREPARED PURSUANT TO THE PROVISIONS OF THE LANDSCAPING AND LIGHTING ACT OF 1972 SECTION 22500 THROUGH 22679 OF THE CALIFORNIA STREETS AND HIGHWAYS CODE, ARTICLE XIIID OF THE CALIFORNIA CONSTITUTION, AND THE PROPOSITION 218 OMNIBUS IMPLEMENTATION ACT (GOVERNMENT CODE SECTION 53750 ET SEQ.) Pursuant to Landscaping and Lighting Act of 1972 (Part 2 of Division 15 of the Streets and Highways Code) (the “1972 Act”), Article XIIID of the California Constitution ("Article XIIID") and the Proposition 218 Omnibus Implementation Act (Government Code Section 53750 and following) (the "Implementation Act" and together with the 1972 Act and Article XIIID, the "Assessment Law") and in accordance with the Resolution of Initiation, adopted by the City Council of the City of Carlsbad, State of California, in connection with the proceedings for: STREET LIGHTING AND LANDSCAPING DISTRICT NO. 2 Hereinafter referred to as the "Maintenance District" or "District", I, Anna Tan-Gatue, P.E., the authorized representative of Harris & Associates, the duly appointed ASSESSMENT ENGINEER, submit herewith the "Report" consisting of five (5) parts as follows: PART A – PLANS AND SPECIFICATIONS Contains a description of the improvements that are to be maintained or serviced by the District. PART B – ESTIMATE OF COST Identifies the estimated cost of the services or maintenance to be provided by the District, including incidental costs and expenses in connection therewith. PART C – METHOD OF APPORTIONMENT Describes the basis on which the costs have been apportioned to each parcel of land within the Maintenance District, in proportion to the estimated special benefits to be received by such lots and parcels from the improvements to be maintained and serviced. PART D – ASSESSMENT ROLL Identifies the maximum assessment to be levied on each lot or parcel of land within the Maintenance District to receive special benefits from the improvements to be maintained and serviced. July 12, 2022 Item #12 Page 10 of 39 Final Engineer’s Report Street Lighting and Landscaping District No. 2 City of Carlsbad Fiscal Year 2022-23 2 PART E – ASSESSMENT DIAGRAM Contains a Diagram of the Maintenance District Boundaries showing the exterior boundaries of the Maintenance District, the boundaries of any zones within the Maintenance District and the lines and dimensions of each lot or parcel of land within the Maintenance District. July 12, 2022 Item #12 Page 11 of 39 Final Engineer’s Report Street Lighting and Landscaping District No. 2 City of Carlsbad Fiscal Year 2022-23 3 PART A – PLANS AND SPECIFICATIONS The improvements, which have been constructed or which may be subsequently constructed within and adjacent to the Maintenance District and that will be serviced and maintained, and the proposed maintenance and services are generally described as follows: DESCRIPTION OF IMPROVEMENTS TO BE MAINTAINED AND SERVICED The proposed improvements (collectively, the "Improvements") proposed to be maintained and serviced are generally described as follows: Landscaping and Appurtenant Improvements Landscaping improvements (collectively, the "Landscaping Improvements") include but are not limited to: landscaping, planting, shrubbery, trees, irrigation systems, hardscapes and fixtures in public street and sidewalk rights-of-way, including medians, parkways and other easements dedicated to the City of Carlsbad within the boundaries of the Maintenance District. Street Lighting and Appurtenant Improvements Street lighting improvements (collectively, the "Street Lighting Improvements") include but are not limited to: poles, fixtures, bulbs, conduits, conductors, equipment including guys, anchors, posts and pedestals, metering devices and appurtenant facilities as required to provide lighting and traffic signals in public street and sidewalk rights-of-way and other easements dedicated to the City of Carlsbad within the boundaries of the Maintenance District. The public lighting system shall be maintained to provide adequate illumination. Electricity for streetlights shall be furnished by San Diego Gas & Electric (SDG&E), and it shall be adequate for the intended purpose. Rates for power shall be those authorized by the California Public Utilities Commission. DESCRIPTION OF MAINTENANCE AND SERVICES Maintenance means the furnishing of services and materials for the ordinary and usual maintenance, operation and servicing of the Landscaping Improvements and the Street Lighting Improvements facilities and appurtenant facilities, including repair, refurbishment, removal or replacement of all or part of any of the Landscaping Improvements and the Street Lighting Improvements or appurtenant facilities; providing for the life, growth, health and beauty of the Landscaping Improvements, including cultivation, irrigation, trimming, spraying, fertilizing and treating for disease or injury; the removal of trimmings, rubbish, debris and other solid waste; and the cleaning, sandblasting, and painting of walls and other improvements to remove or cover graffiti. Servicing means the furnishing of water and electrical current or energy for the irrigation of the Landscaping Improvements and the maintenance of any Street Lighting Improvements or appurtenant facilities and the furnishing of electric current or energy, gas or other illuminating agent for the Street July 12, 2022 Item #12 Page 12 of 39 Final Engineer’s Report Street Lighting and Landscaping District No. 2 City of Carlsbad Fiscal Year 2022-23 4 Lighting Improvements, or for the lighting or operation of the Landscaping Improvements or appurtenant facilities. The Street Lighting Improvements shall be maintained to provide adequate illumination. Electricity for streetlights shall be furnished by SDG&E, and it shall be adequate for the intended purpose. Rates for power shall be those authorized by the California Public Utilities Commission. The following provides descriptions of the Zones of Benefit within the Maintenance District: Zone 1 – Encompasses the Calavera Hills II Development and funds the operation and maintenance of street lighting, street trees, and medians. Zone 2 – Encompasses the Kelly Ranch Core Development and funds the operation and maintenance of street lighting and medians. Zone 3 – Encompasses the Oaks South Development and funds the operation and maintenance of street lighting, street trees and medians. Zone 4 – Encompasses the Thompson/Tabata Development and funds the operation and maintenance of street lighting, street trees, and medians. Zone 5 – Encompasses the Palomar Forum Development and the Carlsbad Raceway Development and funds the operation and maintenance of street lighting and medians. Zone 6 – Encompasses the Bressi Ranch Development and funds the operation and maintenance of street lighting, street trees, and medians. Zone 7 – Encompasses the La Costa Greens Development and funds the operation and maintenance of street lighting, street trees, and medians. Zone 8 – Encompasses the La Costa Ridge Development, including Village 2.6, and funds the operation and maintenance of street lighting, street trees, and medians. Zone 9 – Encompasses the Oaks North Business Park Development and funds the operation and maintenance of street lighting and street trees. Zone 10 – Encompasses the east village of the Robertson Ranch Development and funds the operation and maintenance of street lighting, street trees, and medians. Zone 11 – Encompasses the Oaks North Residential Development and funds the operation and maintenance of street lighting, street trees, and medians. Zone 12 – Encompasses the La Costa Town Square Development and funds the operation and maintenance of street lighting, street trees, and medians. Zone 13 – Encompasses the Fair Oaks Valley Development and funds the operation and maintenance of street lighting and street trees. Zone 14 – Encompasses the Quarry Creek Development and funds the operation and maintenance of street lighting and street trees. July 12, 2022 Item #12 Page 13 of 39 Final Engineer’s Report Street Lighting and Landscaping District No. 2 City of Carlsbad Fiscal Year 2022-23 5 Zone 15 – Encompasses the west village of the Robertson Ranch Development and funds the operation and maintenance of street lighting, street trees, and medians. Zone 16 – Encompasses the Marja Acres Development and funds the operation and maintenance of street lighting, street trees, and medians. The plans and specifications for the Improvements, showing the general nature, location and the extent of the Improvements, are on file in the city’s Public Works Department and are by reference herein made a part of this report. July 12, 2022 Item #12 Page 14 of 39 Final Engineer’s Report Street Lighting and Landscaping District No. 2 City of Carlsbad Fiscal Year 2022-23 6 PART B – ESTIMATE OF COSTS The estimated costs for the operation, maintenance and servicing of the Improvements, shown on the following page, are the estimated costs of maintenance if the Improvements were fully maintained for Fiscal Year 2022-23. The 1972 Act provides that the total cost of the maintenance and services, together with incidental expenses, may be financed from the assessment proceeds. The incidental expenses may include engineering fees, legal fees, printing, mailing, postage, publishing, and all other related costs identified with the district proceedings. Please see Part C of this Report for a description of Equivalent Dwelling Units (EDU’s) and the apportionment formula. The Assessment Law requires that a special fund be set-up for the revenues and expenditures of the District. Funds raised by assessment shall be used only for the purpose as stated herein. The city may advance funds to the District, if needed, to ensure adequate cash flow, and will be reimbursed for any such advances upon receipt of assessments. Any surplus or deficit remaining on June 30 must be carried over to the next fiscal year. FY 2022-23 BUDGET O&M Repl. Total Form-FY 22-23 Unit Unit O&M/Repl. ation Admin. Annual Cost Cost Costs Costs Costs Costs Zone 1 (Calavera Hills II) 40W LED Light 46 each $130.85 $211.56 $15,751 $0 $202 $15,953 $48.79 / EDU * 100W IND Light 10 each $164.30 $178.87 $3,432 $0 $44 $3,476 $5.69 / EDU * 111W LED Light 14 each $174.55 $178.87 $4,948 $0 $63 $5,011 $8.21 / EDU ** Trees 0 each $77.18 $0 $0 $0 $0 $0.00 / EDU *** Medians 37,558 sf $0.46 $0.63 $40,872 $0 $524 $41,396 $67.76 / EDU Zone 2 (Kelly Ranch Core)$65,836 40W LED Light 51 each $130.85 $211.56 $17,463 $0 $224 $17,687 $39.44 / EDU * 111W LED Light 8 each $174.55 $178.87 $2,827 $0 $36 $2,864 $6.06 / EDU Medians 38,250 sf $0.46 $0.63 $41,625 $0 $533 $42,159 $90.81 / EDU Zone 3 (The Oaks South)$62,709 ** 100W IND Light 0 each $194.33 $211.56 $0 $0 $0 $0 $0.00 / EDU * 100W IND Light 7 each $164.30 $178.87 $2,402 $0 $31 $2,433 $4.84 / EDU ** Trees 0 each $77.18 $0 $0 $0 $0 $0.00 / EDU ** Medians 0 sf $0.46 $0.63 $0 $0 $0 $0 $0.00 / EDU $2,433 * These lights are on arterial roadways, therefore the O&M and Repl. costs have been multiplied by 84.55% (This is to account for the 15.45% General Benefit for Arterial Roadways) ** These budgets are $0 due to HOA maintenance and servicing *** Portion of total median area attributable only to Calavera Hills II **** 40W, 100W, 111W lights are local to Non-Res properties in Zones 5 and 6 and costs are spread to those parcels only Assessed Quantity FY 22-23 Annual Cost / EDU July 12, 2022 Item #12 Page 15 of 39 Final Engineer’s Report Street Lighting and Landscaping District No. 2 City of Carlsbad Fiscal Year 2022-23 7 FY 2022-23 BUDGET (CONT’D) O&M Repl. Total Form-FY 22-23 Unit Unit O&M/Repl. ation Admin. Annual Cost Cost Costs Costs Costs Costs Zone 4 (Thompson/Tabata) 40W IND Light 45 each $132.41 $211.56 $15,479 $0 $198 $15,677 $62.41 / EDU * 111W LED Light 8 each $174.55 $178.87 $2,827 $0 $36 $2,864 $11.40 / EDU ** Trees 0 each $77.18 $0 $0 $0 $0 $0.00 / EDU Medians 22,180 sf $0.46 $0.63 $24,137 $0 $309 $24,447 $97.32 / EDU Zone 5 (Palomar Forum/Carlsbad Raceway)$42,987 40W IND Light 15 each $132.41 $211.56 $5,160 $0 $66 $5,226 $7.73 / EDU **** 111W LED Light 4 each $206.45 $211.56 $1,672 $0 $21 $1,693 $11.08 / EDU * 100W IND Light 14 each $164.30 $178.87 $4,804 $0 $62 $4,866 $5.87 / EDU Medians 77,211 sf $0.46 $0.63 $84,024 $0 $1,077 $85,101 $102.58 / EDU Zone 6 (Bressi Ranch)$96,886 ** 100W Light 0 each $194.33 $211.56 $0 $0 $0 $0 $0.00 / EDU **** 40W IND Light 25 each $132.41 $211.56 $8,599 $0 $110 $8,710 $9.77 / EDU **** 100W IND Light 24 each $194.33 $211.56 $9,741 $0 $125 $9,866 $11.06 / EDU *100W IND Light 15 each $164.30 $178.87 $5,148 $0 $66 $5,214 $3.45 / EDU ** Trees 0 each $77.18 $0 $0 $0 $0 $0.00 / EDU Medians 81,510 sf $0.46 $0.63 $88,703 $0 $1,137 $89,839 $59.35 / EDU Zone 7 (La Costa Greens)$113,629 ** 100W Light 0 each $194.33 $211.56 $0 $0 $0 $0 $0.00 / EDU ** Collector 100W Light 0 each $194.33 $211.56 $0 $0 $0 $0 $0.00 / EDU * 100W IND Light 21 each $164.30 $178.87 $7,207 $0 $92 $7,299 $6.02 / EDU ** Local Trees 0 each $77.18 $0 $0 $0 $0 $0.00 / EDU ** Collector Trees 0 each $77.18 $0 $0 $0 $0 $0.00 / EDU Medians 55,917 sf $0.46 $0.63 $60,851 $0 $780 $61,631 $50.80 / EDU Zone 8 (La Costa Ridge)$68,930 Collector 100W Light 0 each $194.33 $211.56 $0 $0 $0 $0 $0.00 / EDU * 111W LED Light 2 each $174.55 $178.87 $707 $0 $9 $716 $2.25 / EDU Collector Trees 0 each $77.18 $0 $0 $0 $0 $0.00 / EDU Medians 8,579 sf $0.46 $0.63 $9,335 $0 $120 $9,455 $29.76 / EDU Zone 9 (Oaks North Business Park)$10,171 40W IND Light 18 each $132.41 $211.56 $6,192 $0 $79 $6,271 $6.23 / EDU 100W IND Light 8 each $194.33 $211.56 $3,247 $0 $42 $3,289 $3.27 / EDU 111W LED Light 9 each $206.45 $211.56 $3,762 $0 $48 $3,810 $3.78 / EDU Trees 455 each $77.18 $35,116 $0 $450 $35,566 $35.32 / EDU Zone 10 (Robertson Ranch East Village)$48,936 40W IND Light 70 each $132.41 $211.56 $24,078 $0 $309 $24,387 $44.04 / EDU * 111W LED Light 17 each $174.55 $178.87 $6,008 $0 $77 $6,085 $10.36 / EDU ** Trees 0 each $77.18 $0 $0 $0 $0 $0.00 / EDU Medians 66,500 sf $0.46 $0.63 $72,368 $0 $927 $73,295 $124.76 / EDU $103,767 * These lights are on arterial roadways, therefore the O&M and Repl. costs have been multiplied by 84.55% (This is to account for the 15.45% General Benefit for Arterial Roadways) ** These budgets are $0 due to HOA maintenance and servicing *** Portion of total median area attributable only to Calavera Hills II **** 40W, 100W, 111W lights are local to Non-Res properties in Zones 5 and 6 and costs are spread to those parcels only Assessed Quantity Cost / EDU Annual FY 22-23 July 12, 2022 Item #12 Page 16 of 39 Final Engineer’s Report Street Lighting and Landscaping District No. 2 City of Carlsbad Fiscal Year 2022-23 8 FY 2022-23 BUDGET (CONT’D) O&M Repl. Total Form-FY 22-23 Unit Unit O&M/Repl. ation Admin. Annual Cost Cost Costs Costs Costs Costs Zone 11 (The Oaks North Residential) ** 100W Light 0 each $194.33 $211.56 $0 $0 $0 $0 $0.00 / EDU ** Collector 100W Light 0 each $194.33 $211.56 $0 $0 $0 $0 $0.00 / EDU * 100W IND Light 12 each $164.30 $178.87 $4,118 $0 $53 $4,171 $8.98 / EDU ** Trees 0 each $77.18 $0 $0 $0 $0 $0.00 / EDU ** Collector Trees 0 each $77.18 $0 $0 $0 $0 $0.00 / EDU ** Medians 0 sf $0.46 $0.63 $0 $0 $0 $0 $0.00 / EDU ** Collector Medians 0 sf $0.46 $0.63 $0 $0 $0 $0 $0.00 / EDU Zone 12 (La Costa Town Square)$4,171 40W IND Light 11 each $132.41 $211.56 $3,784 $0 $48 $3,832 $60.83 / EDU Collector 40W IND Light 7 each $132.41 $211.56 $2,408 $0 $31 $2,439 $8.10 / EDU * 111W LED Light 7 each $174.55 $178.87 $2,474 $0 $32 $2,506 $7.53 / EDU ** Local Trees 0 each $77.18 $0 $0 $0 $0 $0.00 / EDU ** Collector Trees 0 each $77.18 $0 $0 $0 $0 $0.00 / EDU ** Arterial Trees 0 each $77.18 $0 $0 $0 $0 $0.00 / EDU Medians 34,105 sf $0.46 $0.63 $37,115 $0 $476 $37,590 $112.90 / EDU Zone 13 (Fair Oaks Valley)$46,367 ** 40W Light 0 each $132.41 $211.56 $0 $0 $0 $0 $0.00 / EDU ** Collector 100W Light 0 each $194.33 $211.56 $0 $0 $0 $0 $0.00 / EDU ** Local Trees 0 each $77.18 $0 $0 $0 $0 $0.00 / EDU ** Collector Trees 0 each $77.18 $0 $0 $0 $0 $0.00 / EDU Zone 14 (Quarry Creek )$0 Collector 40W LED Light 30 each $130.85 $211.56 $10,272 $0 $132 $10,404 $24.83 / EDU ** Collector Trees 0 each $77.18 $0 $0 $0 $0 $0.00 / EDU Zone 15 (Robertson Ranch West Village)$10,404 40W LED Light 23 each $130.85 $211.56 $7,876 $0 $101 $7,976 $45.20 / EDU Collector 40W LED Light 10 each $130.85 $211.56 $3,424 $0 $44 $3,468 $5.81 / EDU Collector 100W IND Light 3 each $194.33 $211.56 $1,218 $0 $16 $1,233 $2.06 / EDU * 40W LED Light 1 each $110.63 $178.87 $290 $0 $4 $293 $0.48 / EDU * 100W IND Light 7 each $164.30 $178.87 $2,402 $0 $31 $2,433 $4.00 / EDU ** Local Trees 0 each $77.18 $0 $0 $0 $0 $0.00 / EDU ** Collector Trees 0 each $77.18 $0 $0 $0 $0 $0.00 / EDU + Arterial Trees 104 each $68.77 $7,152 $0 $92 $7,243 $11.90 / EDU Medians 23,083 sf $0.46 $0.63 $25,120 $0 $322 $25,442 $41.80 / EDU Zone 16 (Marja Acres)$48,089 * 100W Light 0 each $164.30 $178.87 $0 $0 $0 $0 $0.00 / EDU + Arterial Trees 0 each $68.77 $0 $0 $0 $0 $0.00 / EDU Medians 0 sf $0.46 $0.63 $0 $0 $0 $0 $0.00 / EDU $0 Subtotal Annual Costs: $716,139 $0 $9,177 $725,315 * These lights are on arterial roadways, therefore the O&M and Repl. costs have been multiplied by 84.55% (This is to account for the 15.45% General Benefit for Arterial Roadways) ** These budgets are $0 due to HOA maintenance and servicing *** Portion of total median area attributable only to Calavera Hills II + These trees are on arterial roadways, therefore the O&M costs have been multiplied by 89% (This is to account for the 11% General Benefit for Street Trees on Arterial Roadways) Assessed Annual FY 22-23 Quantity Cost / EDU July 12, 2022 Item #12 Page 17 of 39 Final Engineer’s Report Street Lighting and Landscaping District No. 2 City of Carlsbad Fiscal Year 2022-23 9 FY 2022-23 BUDGET (CONT’D) The O&M Unit Cost is the operation and maintenance cost per improvement unit. These amounts are derived from the FY 2022-23 city wide budget amounts and improvement totals shown in Landscape and Lighting District No. 1. · For the light improvements, this unit cost is calculated by dividing the total budgeted cost by the total number of street lightings within the city plus the annual energy cost. There is an annual cost per light that is calculated for each light wattage. For lights located on arterial roadways, the O&M Unit Costs have been reduced by 15.45% to account for general benefit, as calculated on the table shown on Page 13. · For the street tree improvements, the unit cost is calculated by dividing the total budget by the number of trees. · For the median improvements, the unit cost is calculated by dividing the total median budget amount by the total square footage of medians. The Replacement Unit Cost is the cost to replace each improvement unit. These amounts were established in FY 2004-05 when the District was formed and increased for cost of living each year according to the change in Consumer Price Index (CPI) for the San Diego County area. The Administrative Costs have been allocated to each Zone based on the improvements being maintained by the District in each Zone. There are no administration costs associated with Zone 13 (Fair Oaks Valley) because the HOA is maintaining all improvements within the Fair Oaks Valley Development. The Administrative Costs consists of the following: · The Annual Administration cost of $8,550 for the tracking and administration of 16 zones at $570 per zone. · The County Levy Fee of $627 for submitting the assessments of approximately 6,266 parcels at $0.10 to the County of San Diego for inclusion on the Tax Bills. The Replacement Reserve amount consists of the following: · A total of $387,769 in replacement costs calculated by multiplying the Assessed Quantity by the Replacement Unit Cost for each Improvement. Administrative Costs District Formation $0 Annual Administration $8,550 County Levy Fee $627 Replacement Reserve $387,872 Fund Balance as of July 1 of Current FY ($387,872) Subtotal Administrative Costs: $9,177 FY 22-23 Annual Assessment: $725,315 July 12, 2022 Item #12 Page 18 of 39 Final Engineer’s Report Street Lighting and Landscaping District No. 2 City of Carlsbad Fiscal Year 2022-23 10 · A total of $103.30 is associated with exceeding costs not included in the FY 2022-23 assessment rate. For Zone 4, the calculated budgeted rate exceeds the maximum rate, therefore the FY 2022- 23 Assessment Rate was limited to the maximum rate. The difference of $103.30 has been added to the total Replacement Reserve amount to be covered by the city’s General Fund. July 12, 2022 Item #12 Page 19 of 39 Final Engineer’s Report Street Lighting and Landscaping District No. 2 City of Carlsbad Fiscal Year 2022-23 11 PART C – METHOD OF APPORTIONMENT GENERAL The 1972 Act permits the establishment of assessment districts by cities for the purpose of providing certain public improvements which include the construction, maintenance and servicing of street lights, traffic signals and landscaping facilities. Streets and Highways Code Section 22573 requires that maintenance assessments be levied according to benefit rather than according to assessed value. This section states: "The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefits to be received by each such lot or parcel from the improvements.” The 1972 Act permits the designation of zones of benefit within any individual assessment district if "by reason of variations in the nature, location, and extent of the improvements, the various areas will receive different degrees of benefit from the improvements." (Sec. 22574). Thus, the 1972 Act requires the levy of a true "assessment" rather than a "special tax." In addition, Article XIIID and the Implementation Act requires that a parcel’s assessment may not exceed the reasonable cost for the proportional special benefit conferred on that parcel. Article XIIID and the Implementation Act further provides that only special benefits are assessable and the city must separate the general benefits from the special benefits. They also require that publicly owned properties which specially benefit from the improvements be assessed. SPECIAL BENEFIT ANALYSIS Proper maintenance and operation of the streetlights, street trees and street medians provides special benefit to adjacent properties by providing security, safety, and community character and vitality. Local Lighting. Special Benefit. The operation, maintenance and servicing of lighting along local streets in close proximity to certain lots or parcels provides a special benefit to such lots or parcels by providing illumination resulting in: 1) improved security of such lots or parcels, 2) improved ingress and egress from such lots or parcels by illuminating access after sunset, and 3) improved nighttime visibility for the local access of emergency vehicles. Local lighting typically consists of 40 watt lights. Street lights on or associated with traffic signals located at arterial-to-local connectors are considered to be 100% special benefit to those developments taking direct access at these intersections. General Benefit. There are no general benefits associated with local lighting. July 12, 2022 Item #12 Page 20 of 39 Final Engineer’s Report Street Lighting and Landscaping District No. 2 City of Carlsbad Fiscal Year 2022-23 12 Arterial Lighting. Special Benefit. The operation, maintenance and servicing of arterial lighting provides a special benefit to each and every assessable lot or parcel within the development or vicinity which are adjacent to such lighting resulting in: 1) improved nighttime visibility for the access of emergency vehicles, and 2) improved safety and traffic circulation to and from parcels. Arterial lighting typically consists of 100 watt lights; however, special benefit is assigned consistent with local lighting wattage. General Benefit. The city recognizes that a portion of the maintenance, operation and servicing of those Street Lighting Improvements that are a part of the city’s arterial lighting improvements provide a general benefit to the public at large, which equates to the higher level of lighting required on arterial roads. The general benefits associated with Arterial Lighting are attributable to the higher level of lighting required for an arterial roadway. That higher level of lighting provides a measure of safety for the additional width of the street. Local and collector roadways require only 9,500 lumen lights (typically 40 watt lights) and arterial roadways require 22,000 lumen lights (typically 100 watt lights). The amount of general benefit is established by multiplying the number of arterial streetlights currently in the city by the difference between the average annual electrical costs to illuminate a light on an arterial street and a local street. (Electrical costs are used in this comparison, as the personnel and replacement costs for the various lumens and wattages of lights are virtually the same.) The following table shows the calculation of the cost estimate for general benefit for streetlights. July 12, 2022 Item #12 Page 21 of 39 Final Engineer’s Report Street Lighting and Landscaping District No. 2 City of Carlsbad Fiscal Year 2022-23 13 FY 2022-23 COST ESTIMATE COMPARISON OF ELECTRICAL COSTS FOR THE VARIOUS STREET LIGHTS WITHIN THE CITY Therefore, 15.45% of the Street Lighting Improvements on the city’s arterial roadways are considered general benefit, and only 84.55% of these Street Lighting Improvements will be used to estimate the special benefit costs. Streetlights on or associated with traffic signals located at arterial-to-arterial connectors are considered to be 100% general benefit. In addition to the above, streetlights fronting upon open space areas owned by governmental agencies and/or managed by a non-profit environmental trust and which are considered part of the major habitat core areas and/or linkages of the city's Habitat Management Plan shall be considered as having 100% general benefit. Lamp Size Lamp Number Monthly Monthly Annual Annual Cost General (Watts)Type Lights Rate Amount Amount per Light Benefit Low wattage lights for collector streets: 40 IND 4,425 $3.45 $15,266.25 $183,195.00 $41.40 $0.00 40 LED 485 $3.32 $1,610.20 $19,322.40 $39.84 $0.00 Subtotal-1 4,910 $202,517.40 $0.00 High wattage lights for arterial streets: 70 IND 103 $6.01 $619.03 $7,428.36 $72.12 $3,164.16 85 IND 11 $7.34 $80.74 $968.88 $88.08 $513.48 85 LED 31 $7.20 $223.20 $2,678.40 $86.40 $1,443.36 100 IND 739 $8.61 $6,362.79 $76,353.48 $103.32 $45,758.88 100 LED 80 $8.49 $679.20 $8,150.40 $101.88 $4,963.20 111 LED 811 $9.62 $7,801.82 $93,621.84 $115.44 $61,311.60 120 LED 667 $10.20 $6,803.40 $81,640.80 $122.40 $55,067.52 Subtotal-2 2,442 $270,842.16 $172,222.20 Total 7,352 $473,359.56 $172,222.20 General Benefit = $172,222.20 FY 2022-23 Lighting Budget Amount $1,142,500 FY 2022-23 Public Parcel Contribution $28,000 Total Est. Cost Less Public Parcel Contribution*$1,114,500 General Benefit Percentage 15.45% * Based on preliminary budget estimates July 12, 2022 Item #12 Page 22 of 39 Final Engineer’s Report Street Lighting and Landscaping District No. 2 City of Carlsbad Fiscal Year 2022-23 14 Street Landscaping. Special Benefit. Trees, landscaping, hardscaping and appurtenant facilities, if well maintained, provide beautification, shade and enhancement of the desirability of the surroundings, and therefore increase property value. · Street trees within the public street parkways provide special benefit to those properties directly adjacent to those tree-lined parkways. · Landscaping and hardscaping within medians in the public streets provide special benefit to those developments that are directly adjacent to the public medians. These medians are located in the arterial roadways. General Benefit. · There are no general benefits associated with local street trees. · Street trees along the arterial roadways provide aesthetic benefits to people walking through the city. Per the 2005 Traveler Opinion and Perception Survey conducted by the Federal Highway Administration, approximately 10.9% of all trips are considered Walking Trips. Therefore, 10.9% of the Street Tree Improvements of the city’s arterial roadways are considered general benefit, and only 89.1% of these Street Tree improvements will be used to estimate the special benefit costs. · Landscaping and hardscaping within medians in the arterial roadways provide only incidental aesthetic benefits to motorists travelling to, from or through the city. Therefore, it is deemed that there are no general benefits associated with the landscaped medians. Vehicular safety associated with the traffic channelization provided by raised medians is independent of the landscaping and hardscaping improvements funded through this Maintenance District. However, median curb replacement costs are included in the overall replacement costs for the medians. Because raised median curbs are required for both landscaping and traffic channelization, 50% of the median curb replacement costs have been removed from the budget. Benefit Zones Benefit Zones are used to differentiate between the different types of Improvements to be maintained and serviced within each such zone. There are currently 16 zones of benefit in this District. Zone 1 – Calavera Hills II The Calavera Hills II development is located in and around the intersection of Carlsbad Village Drive and College Boulevard and is comprised of villages of varying types of land uses that will receive special benefit from the street lighting, street trees and medians within and directly adjacent to the development. It is anticipated that the Home Owners Association ("HOA") will maintain the street trees. The city and the owners of the land within Calavera Hills II have an agreement to provide for the maintenance of the street trees by the HOA; therefore, annual assessments will be levied July 12, 2022 Item #12 Page 23 of 39 Final Engineer’s Report Street Lighting and Landscaping District No. 2 City of Carlsbad Fiscal Year 2022-23 15 within Zone 1 for the maintenance of street trees only if (a) the HOA fails to maintain such street trees pursuant to the Agreement, (b) as a result of the failure of the HOA to maintain such street trees, the city is required to undertake such maintenance and (c) the HOA has failed to reimburse the city for the cost of such maintenance as required pursuant to the Agreement. Villages K, L-2, W and X are comprised of single family detached (“SFD”) units and have local streetlights and street trees within the public streets. Village X also has a 0.08-acre of non- residential (“Non-Res”) land use that takes access off of College Boulevard. This property is a utility with no local streetlights or street tress adjacent to it. Villages E, U and Y are comprised of single family attached (“SFA”), apartment (“APT”) units, and 1 acre of Non-Res land use, and do not have any local lighting or street trees. Village “Y” also has a 1.05-acre of Non-Res use. Village H is comprised of 2 acres of Non-Res use and does not have local lighting and street trees. All of the villages receive special benefit from the arterial street lighting on Carlsbad Village Drive, College Boulevard and Tamarack Avenue that is directly adjacent to these village areas. The entire Calavera Hills development (not just Calavera Hills II) benefits from the medians within College Boulevard and Carlsbad Village Drive within the boundaries of the development. An analysis has been performed to allocate the appropriate share of the medians to the Calavera Hills II development based on the assessment apportionment methodology shown in this Report. Zone 2 – Kelly Ranch Core The Kelly Ranch Core development is located southeast of the intersection of Cannon Drive and Faraday Avenue and is comprised of varying types of land uses that receive special benefit from the street lighting and medians within and directly adjacent to the development. The core development consists of SFD and APT units, 2.61 acres of Non-Res, a park and vacant property (future development details have not been determined) that have local streetlights in the public streets directly adjacent to them. All of these properties benefit from the local lights within this core development. There are an additional 6 SFD units planned for the Kirgis development, which is directly adjacent to Kelly Ranch and takes access through the development. A 2.63 acres site of Non-Res does not have local lighting. Part of this development also includes a city-owned 1.48-acre wastewater pumping plant site taking access off of Cannon Road. This property is considered Non-Res utility property that has no local streetlights adjacent to it. Although this property is a utility with essentially no value, it does receive the arterial lighting special benefits; however, this utility property is not deemed to benefit from the landscaped median improvements. All of the development receives special benefit from the arterial street lighting and medians on Cannon Road. Zone 3 – The Oaks South The Oaks South development is located to the northeast of the intersection of Rancho Santa Fe Road and Camino de los Coches and is comprised of varying types of land uses that receive special July 12, 2022 Item #12 Page 24 of 39 Final Engineer’s Report Street Lighting and Landscaping District No. 2 City of Carlsbad Fiscal Year 2022-23 16 benefit from the street lighting, street trees and medians within and directly adjacent to the development. It is anticipated that the HOA will maintain the street trees, local street lights and medians. The city and the owners of the land within the Oaks South have an Agreement to provide for the maintenance of such improvements by the HOA; therefore, annual assessments will be levied within Zone 3 for the maintenance of such improvements only if (a) the HOA fails to maintain any such improvements pursuant to the Agreement, (b) as a result of the failure of the HOA to maintain any such Improvements, the city is required to undertake such maintenance and (c) the HOA has failed to reimburse the city for the cost of such maintenance as required pursuant to the Agreement. The development consists of SFD units, and 1.62 acres of Non-Res property that have local street lights and street trees in the public streets directly adjacent to them. All of the development receives special benefit from the arterial street lighting and medians on Rancho Santa Fe Road. The median improvements on Rancho Santa Fe Road extend into an open space area that separates The Oaks South from The Oaks North development. This median provides an aesthetic link between the two developments and therefore 50% of the costs of the medians within the open space area to the north of The Oaks South is apportioned to The Oaks South, and 50% is apportioned to The Oaks North. Zone 4 – Thompson / Tabata The Thompson/Tabata development is located along Poinsettia Lane west of Aviara Parkway and is comprised of varying types of land uses that benefit from the operation and maintenance of street lighting, street trees and medians within and directly adjacent to the development. It is anticipated that the HOA will maintain the street trees. The city and the owners of the land within the Thompson/Tabata property have an Agreement to provide for the maintenance of such improvements by the HOA; therefore, annual assessments will be levied within Zone 4 for the maintenance of street trees only if (a) the HOA fails to maintain such street trees pursuant to the Agreement, (b) as a result of the failure of the HOA to maintain such street trees, the city is required to undertake such maintenance and (c) the HOA has failed to reimburse the city for the cost of such maintenance as required pursuant to the Agreement. The development consists of SFD units that have local street lights and street trees in the public streets directly adjacent to them, and SFA units that take access off streets with local streetlights but do not have street trees directly adjacent to them. All of the development receives special benefit from the arterial street lighting and medians on Poinsettia Lane. The existing SFD property, Assessor’s Parcel Number 214-170-81-00, is already assessed in Street Lighting and Landscaping District No. 1 and is therefore exempted from this District. Zone 5 – Palomar Forum / Carlsbad Raceway Zone 5 includes two non-residential developments that are directly adjacent to each other, Palomar Forum and Carlsbad Raceway. July 12, 2022 Item #12 Page 25 of 39 Final Engineer’s Report Street Lighting and Landscaping District No. 2 City of Carlsbad Fiscal Year 2022-23 17 The Palomar Forum development is located along the northerly side of Palomar Airport Road, east of Melrose Drive, and is comprised of 51.63 acres of Non-Res and 1.71 acres of Park that have 40 watt local street lights in the public streets directly adjacent to them. The Carlsbad Raceway development is located north of Palomar Airport Road and west of Business Park Drive and is comprised of 86.22 acres of Non-Res that has 40 watt and 111 watt local street lights in the public street directly adjacent to them. Both developments receive special benefit from the arterial street lighting and medians on Melrose Drive and Palomar Airport Road. Zone 6 – Bressi Ranch The Bressi Ranch development is located on the southeast corner of Palomar Airport Road and El Camino Real. It is comprised of varying types of land uses that receive special benefit from the street trees, medians, street lighting within and directly adjacent to the development. The entire development benefits from the street lighting within and directly adjacent to the development, except the residential estate area that has private streets and so does not have any local public street light benefits. It is anticipated that the HOA will maintain the local streetlights and the street trees within the residential areas and the medians in Poinsettia Lane. The city and the owners of the land within Bressi Ranch have an Agreement to provide for the maintenance of such improvements by the HOA; therefore, annual assessments will be levied within Zone 6 for the maintenance of the local street lights only if (a) the HOA fails to maintain any such street lights pursuant to the Agreement, (b) as a result of the failure of the HOA to maintain any such Improvements, the city is required to undertake such maintenance and (c) the HOA has failed to reimburse the city for the cost of such maintenance as required pursuant to the Agreement. The development consists of SFD units and 8 Parks that have trees and local street lights in the public streets directly adjacent to them. There are SFA units that have local street lights adjacent to them, but do not have street trees directly adjacent to them. There are 25 SFD estate units on private streets, with no public local street lights or street trees. There are also 148.71 acres of Non- Res development that have 40 watt and 111 watt local lighting adjacent to them. All of the development receives special benefits from medians in Palomar Airport Road, El Camino Real, and Poinsettia Lane. Zone 7 – La Costa Greens The Greens development is located on the northeast corner of Alga Road and El Camino Real. It is comprised of varying types of land uses that receive special benefit from the street trees, medians, street lighting within and directly adjacent to the development. There is a 12.77 acre School, a total of 7.6 acres of Park, 86 SFA units, and 591 SFD units that all have local trees and local street lights in the public streets directly adjacent to them. There is 14.96 acres of Non-Res and 38 SFA units that have local street trees, but do not have local street lights, in the streets directly adjacent to them. There are 64 SFD units on private streets, with no public local street lights or street trees. There are 180 APT units, a Pump Station, and a Golf Course that are July 12, 2022 Item #12 Page 26 of 39 Final Engineer’s Report Street Lighting and Landscaping District No. 2 City of Carlsbad Fiscal Year 2022-23 18 within the development and are taken into consideration when spreading the special benefits, but are not part of this district and are assessed in Street Lighting and Landscaping District No. 1. Street trees and street lights along Alicante Road are classified as Collector Trees and Collector 100W Lights. The annual cost to maintain these trees and street lights will be spread among the development areas that are directly adjacent to and take access from Alicante Road. It is anticipated that the HOA will maintain the local streetlights and the street trees within the residential areas and the medians within Poinsettia Lane. The city and the owners of the land within the Greens have an Agreement to provide for the maintenance of such improvements by the HOA; therefore, annual assessments will be levied within Zone 7 for the maintenance of the local street lights and the medians only if (a) the HOA fails to maintain any such street lights and medians pursuant to the Agreement, (b) as a result of the failure of the HOA to maintain any such Improvements, the city is required to undertake such maintenance and (c) the HOA has failed to reimburse the city for the cost of such maintenance as required pursuant to the Agreement. The entire development receives special benefit from the arterial street lighting on El Camino Real, Alga Road, and Poinsettia Lane. All of the development receives special benefits from medians in El Camino Real, Alga Road, and Poinsettia Lane. Zone 8 – La Costa Ridge The Ridge development is located east of El Fuerte Street, south of Alga Road, west of Rancho Santa Fe Road, and northwest of San Marcos Creek. It is comprised of residential land uses that receive special benefit from the medians and street lighting directly adjacent to the development. There are 263 SFD units on private streets, with no public local street lights or street trees directly adjacent to them. In Village 2.6, there are 53 SFD units and a 0.18 acre park on private streets, with no public local street lights or street trees within this area. There are also 2 acres of Non-Res parcels within the development that are taken into consideration when spreading the special benefit, but are not part of this district and are assessed in Street Lighting and Landscaping District No. 1. Though the streets within the Ridge development are private, the entire development receives special benefit from the collector street lighting directly adjacent to the development on El Fuerte Street along the westerly side of the development and the public portion of Corintia Street on the easterly side of the development. Village 2.6 is the only portion of the Ridge development that benefits from the street trees on the public portion of Corintia Street on the westerly side of Village 2.6. It is anticipated that the HOA will maintain the local streetlights and the street trees within the residential areas. The city and the owners of the land within the Ridge have an Agreement to provide for the maintenance of such improvements by the HOA; therefore, annual assessments will be levied within Zone 8 for the maintenance of the local street lights and street trees only if (a) the HOA fails to maintain any such street lights pursuant to the Agreement, (b) as a result of the failure July 12, 2022 Item #12 Page 27 of 39 Final Engineer’s Report Street Lighting and Landscaping District No. 2 City of Carlsbad Fiscal Year 2022-23 19 of the HOA to maintain any such Improvements, the city is required to undertake such maintenance and (c) the HOA has failed to reimburse the city for the cost of such maintenance as required pursuant to the Agreement. All of the development receives special benefit from the arterial street lighting and medians in Alga Road and Rancho Santa Fe Road. Zone 9 – Oaks North Business Park The Oaks North Business Park is located north of Palomar Airport Road, abutting the City of Vista on the north and east sides of the development. It is comprised of industrial and commercial land uses that receive special benefit from the street lighting and street trees within and directly adjacent to the development. There are 167.83 acres of non-residential use parcels with public local street lights and street trees within and directly adjacent to them. There is also 219.50 acres of open space. The development is not adjacent to any arterial roads, and therefore does not receive special benefit from arterial street lights or medians. Zone 10 – Robertson Ranch East Village The Robertson Ranch East Village development is located on the north east corner of Cannon Road and College Boulevard. It is comprised of varying types of land uses that receive special benefit from the street trees, street lighting, and medians within and directly adjacent to the development. The development consists of 78 APT units, 84 SFA units, 320 SFD units, a total of 2.02 acres of designated recreation areas, and a 15.51 acre Fire Station that all have local trees and local street lights in the public streets directly adjacent to them. There are anticipated to be 23 SFD units and a 0.44 acre Park that is part of the Robertson Ranch West Village, but will be directly adjacent to the East Village and take access off of Cannon Road and Wind Trail Way. There is a 3.2 acre unplanned area and a 2.84 Water Quality Facility that do not have public local street lights or street trees. It is anticipated that the HOA will maintain the local street trees. The city and the owners of the land within Robertson Ranch have an Agreement to provide for the maintenance of such improvement by the HOA; therefore, annual assessments will be levied within Zone 10 for the maintenance of the local street trees only if (a) the HOA fails to maintain any such street trees and medians pursuant to the Agreement, (b) as a result of the failure of the HOA to maintain any such Improvements, the city is required to undertake such maintenance and (c) the HOA has failed to reimburse the city for the cost of such maintenance as required pursuant to the Agreement. The entire development receives special benefit from the arterial street lighting and medians on College Blvd and Cannon Rd. Zone 11 – Oaks North Residential The Oaks North Residential Development is located south west of the intersection at Rancho Santa Fe Rd and Questhaven Road, abutting the open space area that separates the Oaks North July 12, 2022 Item #12 Page 28 of 39 Final Engineer’s Report Street Lighting and Landscaping District No. 2 City of Carlsbad Fiscal Year 2022-23 20 development from the Oaks South development. It is comprised of residential and non-residential land uses that receive special benefit from the street lighting, street trees, and medians within and directly adjacent to the development. It is anticipated that the HOA will maintain the local streetlights and the street trees, and the medians within the residential areas. The city and the owners of the land within the Oaks North have an Agreement to provide for the maintenance of such improvements by the HOA; therefore, annual assessments will be levied within Zone 11 for the maintenance of the local street lights and street trees only if (a) the HOA fails to maintain any such street lights pursuant to the Agreement, (b) as a result of the failure of the HOA to maintain any such Improvements, the city is required to undertake such maintenance and (c) the HOA has failed to reimburse the city for the cost of such maintenance as required pursuant to the Agreement. There are 283 SFD units and a 2.26 acre park on public streets, with local street lights and street trees within and directly adjacent to them. There are a total of 168 APT units, a 5.71 acre RV Parking lot, and 43 SFD units on private streets, with no public local street lights or street trees. All of the development receives special benefit from the collector street lighting, street trees, and medians on San Elijo Road and Avenida Soledad. All of the development receives special benefit from the arterial street lighting and medians on Rancho Santa Fe Road. The median improvements on Rancho Santa Fe Road extend into an open space area that separates The Oaks South from The Oaks North development. This median provides an aesthetic link between the two developments and therefore 50% of the costs of the medians within the open space area to the south of The Oaks North is apportioned to The Oaks North, and 50% is apportioned to The Oaks South. Zone 12 – La Costa Town Square The La Costa Town Square development is located on the north east corner of La Costa Avenue and Rancho Santa Fe Road. It is comprised of varying types of land uses that receive special benefit from the street trees, street lighting, and medians within and directly adjacent to the development. There are 64 SFDs and 39.66 acres Non-Res development that all have local street lights and trees in the public streets directly adjacent to them. There is are 32 SFDs that do not have public local street lights or street trees. Street trees and street lights along La Costa Avenue are classified as Collector Trees and Collector 40W lights. The La Costa Town Square development is on the north side of La Costa Avenue and will benefit from the street lights along La Costa Avenue, therefore 50% of the street lights along La Costa Avenue have been apportioned to the La Costa Town Square. All the trees in La Costa Avenue directly adjacent to the La Costa Town Square have been apportioned to the La Costa Town Square. The annual cost to maintain these trees and street lights will be spread among the development areas that are directly adjacent to and take access from La Costa Avenue. These include the SFD and Non-Res development areas. July 12, 2022 Item #12 Page 29 of 39 Final Engineer’s Report Street Lighting and Landscaping District No. 2 City of Carlsbad Fiscal Year 2022-23 21 It is anticipated that the HOA will maintain the street trees. The city and the owners of the land within La Costa Town Square have an Agreement to provide for the maintenance of such improvements by the HOA; therefore, annual assessments will be levied within Zone 12 for the maintenance of the trees only if (a) the HOA fails to maintain any such street lights and trees pursuant to the Agreement, (b) as a result of the failure of the HOA to maintain any such Improvements, the city is required to undertake such maintenance and (c) the HOA has failed to reimburse the city for the cost of such maintenance as required pursuant to the Agreement. The entire development also benefits from arterial lighting and medians Rancho Santa Fe Road. There will be approximately 1,795 linear feet of medians in Rancho Santa Fe Road along the south east side of the development (which equals approx. 34,105 sf of medians based on a typical 19’ width). The La Costa Town Center development is on both the north and south side of Rancho Santa Fe Road and will benefit from the improved aesthetics of the medians; therefore the entire benefit from the medians in Rancho Santa Fe Road is apportioned to the La Costa Town Square. Zone 13 – Fair Oaks Valley The Fair Oaks Valley development is located to the east of the La Costa Oaks development. It is comprised of residential land uses that receive special benefit from the street trees and street lighting within the development. There are 49 SFDs that all have local 40W street lights and trees in the public streets directly adjacent to them. Street trees and street lights along Camino Junipero are classified as Collector Trees and Collector 100W lights. The annual cost to maintain these trees and street lights will be spread among the entire development because the entire development takes access from Camino Junipero. However, should the street be extended beyond the Fair Oaks Valley development, then the benefits to the development will be revaluated. It is anticipated that the HOA will maintain the street trees and street lights. The city and the owners of the land within Fair Oaks Valley have an Agreement to provide for the maintenance of such improvements by the HOA; therefore, annual assessments will be levied within Zone 13 for the maintenance of the trees and lights only if (a) the HOA fails to maintain any such street lights and trees pursuant to the Agreement, (b) as a result of the failure of the HOA to maintain any such Improvements, the city is required to undertake such maintenance and (c) the HOA has failed to reimburse the city for the cost of such maintenance as required pursuant to the Agreement. Zone 14 – Quarry Creek The Quarry Creek development is located south of Haymar Road. It is comprised of residential land uses that receive special benefit from the street trees and street lighting within the development. There are anticipated to be an 89 unit APT, 352 SFD and SFA units, 0.9 acre parking lot and 5.17 acres of Parks that will benefit from street trees and street lights located in the public collector roadways within the development. July 12, 2022 Item #12 Page 30 of 39 Final Engineer’s Report Street Lighting and Landscaping District No. 2 City of Carlsbad Fiscal Year 2022-23 22 Street trees and street lights along Hayward Street and Street A, Street B, Street D, Street E are classified as Collector Trees and Collector 100W lights. The annual cost to maintain these trees and street lights will be spread among the entire development because the entire development takes access from these streets. It is anticipated that the HOA will maintain the street trees. The city and the owners of the land within Quarry Creek have an Agreement to provide for the maintenance of such improvements by the HOA; therefore, annual assessments will be levied within Zone 14 for the maintenance of the trees only if (a) the HOA fails to maintain any such trees pursuant to the Agreement, (b) as a result of the failure of the HOA to maintain any such Improvements, the city is required to undertake such maintenance and (c) the HOA has failed to reimburse the city for the cost of such maintenance as required pursuant to the Agreement. Zone 15 – Robertson Ranch West Village The Robertson Ranch West Village development is located on the north east corner of El Camino Real and Tamarack Avenue. It is comprised of varying types of land uses that receive special benefit from the street trees, street lighting, and medians within and directly adjacent to the development. There are anticipated to be a total of 1.66 acres of designated recreation areas in Planning Area 6 and a total of 174 SFD units in Planning Areas 3 and 6 that have local street lights and trees in the public streets directly adjacent to them. There are anticipated to be a total of 364 APT units in Planning Areas 7 and 8, 14.85 acres of Non-Res in Planning Area 11, 1.20 acres of designated recreation areas in Planning Area 4 are on designated collector streets, and therefore are not considered to have any local street lights or street trees directly adjacent to them. There are anticipated to be 0.40 acres of Park in Planning Area 9/10 and 111 SFD units in Planning Areas 5 and 9/10 that are on private streets, and therefore are not considered to have any local street lights or trees directly adjacent to them. There is anticipated to be a 1.87 acres of designed Non-Res in Planning Area 2 that is located off of El Camino Real that does not benefit from local or collector street lighting or trees. Robertson Road (from Tamarack Avenue to the landscaping circle and from Wellspring Street to West Ranch Street), West Ranch Street, and the public portion of Gage Drive are designated as Collector Streets. The street lights and street trees along these streets are classified as Collector 40W Lights, Collector 100W Lights, and Collector Trees. The annual cost to maintain these collector improvements will be spread among the development areas that are directly adjacent to and take access from the Collector Streets. The Non-Res in Planning Area 2 does not receive special benefit from the trees and lights on the Collector Streets. It is anticipated that the HOA will maintain the street trees. The city and the owners of the land within Robertson Ranch have an Agreement to provide for the maintenance of such improvements by the HOA; therefore, annual assessments will be levied within Zone 15 for the maintenance of the local street trees only if (a) the HOA fails to maintain any such street trees pursuant to the Agreement, (b) as a result of the failure of the HOA to maintain any such Improvements, the city is required to undertake such maintenance and (c) the HOA has failed to reimburse the city for the cost of such maintenance as required pursuant to the Agreement. July 12, 2022 Item #12 Page 31 of 39 Final Engineer’s Report Street Lighting and Landscaping District No. 2 City of Carlsbad Fiscal Year 2022-23 23 The entire development receives special benefit from the arterial street lighting on El Camino Real and Tamarack Avenue. The entire development also benefits from medians in El Camino Real and Tamarak Avenue. There will be approximately 44,726 square feet of medians in El Camino Real along the south side of the development and approximately 1,440 square feet of medians in College Blvd along the easterly side of the development. The Roberson Ranch West Village is on the north side of El Camino Real and the east side of Tamarak Avenue. The developments on the opposite sides of El Camino Real and Tamarak Avenue will benefit from the improved aesthetics of the medians directly adjacent to this property; therefore 50% of the benefit for the medians in El Camino Real and Tamarak Avenue is apportioned to the Robertson Ranch West Village (22,363 sf of medians in El Camino Real and 720 sf of medians in Tamarak Avenue). Zone 16 – Marja Acres The Marja Acres development is located on the south side of El Camino Real between Kelly Drive and Julie Place and is comprised of varying types of land uses that receive special benefit from the street trees, street lighting, and medians directly adjacent to the development. There are a 46-unit affordable senior housing complex (“APT”), 248 SFA units, 1.95 acres of Non- Res development, and 1.54 acres of Park improvements that are on private streets, and therefore are not considered to have any local street lights or trees directly adjacent to them. The entire development receives special benefit from the arterial street trees and arterial street lighting on El Camino Real. The entire development also benefits from medians in El Camino Real. There will be approximately 20,323 square feet of medians in El Camino Real along the north side of the development. The developments on the opposite side of El Camino Real will benefit from the improved aesthetics of the medians directly adjacent to this property; therefore 50% of the benefit for the medians in El Camino Real is apportioned to the Marja Acres development (10,162 sf of medians in El Camino Real). ASSESSMENT APPORTIONMENT AND RATES Equivalent Dwelling Units To establish the special benefit to the individual parcels within the District, an Equivalent Dwelling Unit system is used. Each parcel of land is assigned Equivalent Dwelling Units (“EDUs”) in proportion to the estimated special benefit the parcel receives relative to the other parcels within the District from the streetlights, street trees and medians. The single-family detached (SFD) residential parcel has been selected as the basic unit for calculation of assessments; therefore, the SFD residential parcel is defined as one Equivalent Dwelling Unit (EDU). A methodology has been developed to relate all other land uses to the SFD residential land use as described below. Single Family Attached (SFA) Residential. SFA residential uses, including condominiums, are given a factor of 0.80 EDU per dwelling unit. Based on data from representative cities in Southern California, the SFA July 12, 2022 Item #12 Page 32 of 39 Final Engineer’s Report Street Lighting and Landscaping District No. 2 City of Carlsbad Fiscal Year 2022-23 24 residential factor of 80 percent is determined by the statistical proportion of relative trip generation from various types of residential uses, in combination with population density per unit. Apartment (APT) Residential. APT residential uses, also known as multi-family residential uses, are given a factor of 0.60 EDU per dwelling unit. Based on data from representative cities in Southern California, the APT residential factor of 60 percent is determined by the statistical proportion of relative trip generation from various types of residential uses, in combination with population density per unit. Non-Residential (Non-Res). In converting improved non-residential properties to EDUs, the factor used is the City of Carlsbad average size for a SFD residential lot, which is 1 dwelling unit per 7,500 sq. ft, or approximately 6 dwelling units per acre. Therefore, Non-Res parcels will be assessed 6 EDU per acre or any portion thereof. Vacant/Parks. Parcels that are designated for parks or parcels that are developable but do not have a finalized development map are assessed based upon the acreage of the parcel. These properties receive special benefits based on their land, as this is the basis of their value. Based upon the opinions of professional appraisers, appraising current market property values for real estate in Southern California, the land value portion of a property typically ranges from 20 to 30 percent of the property's total value. Additionally, the utilization of vacant property is significantly less than improved property and vacant property has a traffic generation rate of 0. Therefore, vacant parcels (and park parcels) will be assessed at the rate of 25% of Non-Res properties, or 1.5 EDU per acre or any portion thereof. Open Space. Parcels designated as open space do not receive special benefits from the Improvements and are therefore exempt from the assessment. The following table summarizes the EDU formula described above. EDU FORMULA The following tables provide the EDU’s for the various types of special benefits associated with each Zone, FY 2022-23 budget rates and the maximum assessment rates for FY 2022-23. The budget rates are the calculated assessment rates that are required to generate revenue equal to the annual budget costs. The maximum assessment rates are the maximum amounts allowed to be collected as established in during formation/annexation of the zone into District. The maximum assessment rate increases each year by the Land Use Single Family Detached Res (SFD)1.0 / DU Single Family Detached Res (SFD-Estates) 1.0 / DU Single Family Attached Res (SFA)0.8 / DU Apartments (APT)0.6 / DU Developed Non-Residential (Non-Res)6.0 / acre Vacant / Park 1.5 / acre Open Space 0.0 / acre EDU Rate DU = Dwelling Unit July 12, 2022 Item #12 Page 33 of 39 Final Engineer’s Report Street Lighting and Landscaping District No. 2 City of Carlsbad Fiscal Year 2022-23 25 Consumer Price Index (CPI) for the San Diego County area. The FY 2022-23 assessment rate will be the lesser of the budget rate and the maximum rate. For Zone 4, the budget rate for the SFA units exceeds the maximum rate due to an increase in the annual costs for the improvements within the zone. Therefore, the FY 2022-23 Assessment Rate has been limited to the FY 2022-23 Maximum Rate per EDU. The total amount not collected due to maximum budget limitations for FY 2022-23 is approximately $103.30. July 12, 2022 Item #12 Page 34 of 39 Final Engineer’s Report Street Lighting and Landscaping District No. 2 City of Carlsbad Fiscal Year 2022-23 26 ESTIMATED FY 2022-23 ASSESSMENT ALLOCATION AND RATES Collector Local Local Arterial Collector Arterial Collector Light Light Light Tree Tree Tree Median Median CPI Development DU Acres EDU EDU EDU EDU EDU EDU EDU EDU Adj. Zone 1 - Calavera Hills II Village E - SFA (NLL) 117 93.6 93.6 $81.66 $81.66 $84.29 7.9% $90.95 Village H - Non-Res (NLL)2.00 12.0 12.0 $81.66 $81.66 $84.29 7.9% $90.95 Village K - SFD 84 84.0 84.0 84.0 84.0 $130.45 $130.45 $243.65 7.9% $262.90 Village L-2 - SFD 14 14.0 14.0 14.0 14.0 $130.45 $130.45 $243.65 7.9% $262.90 Village U - SFA (NLL) 135 108.0 108.0 $81.66 $81.66 $84.29 7.9% $90.95 Village W - SFD 114 114.0 114.0 114.0 114.0 $130.45 $130.45 $243.65 7.9% $262.90 Village X - Non-Res (NLL) utility 0.08 0.5 0.5 $81.66 $81.66 $84.29 7.9% $90.95 Village X - SFD 115 115.0 115.0 115.0 115.0 $130.45 $130.45 $243.65 7.9% $262.90 Village Y - APT (NLL) 106 63.6 63.6 $81.66 $81.66 $84.29 7.9% $90.95 Village Y - Non-Res (NLL)1.05 6.3 6.3 $81.66 $81.66 $84.29 7.9% $90.95 327.0 611.0 327.0 611.0 Zone 2 - Kelly Ranch Core SFD 147 147.0 147.0 147.0 $136.31 $136.31 $147.71 7.9% $159.38 APT 451 270.6 270.6 270.6 $136.31 $136.31 $147.71 7.9% $159.38 Non-Res 2.61 15.7 15.7 15.7 $136.31 $136.31 $147.71 7.9% $159.38 Non-Res (NLL)2.63 15.8 15.8 $96.87 $96.87 $90.61 7.9% $97.77 Non-Res (NLL) utility 1.48 8.9 $3.83 $3.83 $6.57 7.9% $7.09 Park 0.49 0.7 0.7 0.7 $136.31 $136.31 $147.71 7.9% $159.38 SFD (NAP)6 6.0 6.0 6.0 $136.31 $136.31 $147.71 7.9% $159.38 Vacant (NAP)5.67 8.5 8.5 8.5 $136.31 $136.31 $147.71 7.9% $159.38 448.5 473.2 464.3 Zone 3 - The Oaks South SFD 494 494.0 494.0 494.0 494.0 $4.84 $4.84 $517.32 7.9% $558.19 Non-Res 1.62 9.7 9.7 9.7 9.7 $4.84 $4.84 $517.32 7.9% $558.19 503.7 503.7 503.7 503.7 Zone 4 - Thompson/Tabata SFD 232 232.0 232.0 232.0 232.0 $171.13 $171.13 $272.74 7.9% $294.29 SFA 24 19.2 19.2 19.2 $171.13 $165.75 $153.61 7.9% $165.75 251.2 251.2 232.0 251.2 Zone 5 - Palomar Forum/Carlsbad Raceway Park 1.71 2.6 2.6 2.6 $116.18 $116.18 $202.01 7.9% $217.97 Non-Res-40W 112.36 674.2 674.2 674.2 $116.18 $116.18 $202.01 7.9% $217.97 Non-Res-100W 25.49 152.9 152.9 152.9 $119.53 $119.53 $121.36 7.9% $130.95 829.7 829.7 829.7 Zone 6 - Bressi Ranch Non-Res 148.71 892.3 892.3 892.3 $83.63 $83.63 $89.53 7.9% $96.60 Park 12.38 18.6 18.6 18.6 18.6 $62.80 $62.80 $268.29 7.9% $289.48 SFD 498 498.0 498.0 498.0 498.0 $62.80 $62.80 $268.29 7.9% $289.48 SFA 100 80.0 80.0 80.0 $62.80 $62.80 $175.48 7.9% $189.34 SF Estates 25 25.0 25.0 $62.80 $62.80 $69.35 7.9% $74.83 1488.8 1513.8 516.6 1513.8 Zone 7 - The Greens Non-Res-NLL 14.96 89.8 89.8 89.8 $56.82 $56.82 $315.95 7.9% $340.91 Non-Res 12.77 76.6 76.6 76.6 76.6 $56.82 $56.82 $390.71 7.9% $421.58 Park 5.88 8.8 8.8 8.8 8.8 8.8 8.8 $56.82 $56.82 $481.70 7.9% $519.75 Park-NC 1.72 2.6 2.6 2.6 2.6 $56.82 $56.82 $390.71 7.9% $421.58 Park-NLT 32.11 48.2 48.2 48.2 48.2 $56.82 $56.82 $240.36 7.9% $259.35 SFA 86 68.8 68.8 68.8 68.8 $56.82 $56.82 $390.71 7.9% $421.58 SFA-NLL 38 30.4 30.4 30.4 $56.82 $56.82 $315.95 7.9% $340.91 SFD 484 484.0 484.0 484.0 484.0 484.0 484.0 $56.82 $56.82 $481.70 7.9% $519.75 SFD-NC 107 107.0 107.0 107.0 107.0 $56.82 $56.82 $390.71 7.9% $421.58 SF Estates 64 64.0 64.0 64.0 64.0 $56.82 $56.82 $240.36 7.9% $259.35 APT (NAP)180 108.0 108.0 108.0 108.0 $56.82 $56.82 $390.71 7.9% $421.58 Non-Res (NAP)0.65 3.9 3.9 3.9 3.9 $56.82 $56.82 $390.71 7.9% $421.58 Park-NLL (NAP)80.81 121.2 121.2 $56.82 $56.82 $149.33 7.9% $161.13 859.7 605.0 1213.3 979.9 605.0 1213.3 Zone 8 - The Ridge PARK 0.18 0.3 0.3 0.3 0.3 $32.02 $32.02 $85.00 7.9% $91.72 SFA 53 42.4 42.4 42.4 42.4 $32.02 $32.02 $85.00 7.9% $91.72 SFD-NCT 263 263.0 263.0 263.0 $32.02 $32.02 $46.41 7.9% $50.08 Non-Res (NAP)2.00 12.0 12.0 12.0 $32.02 $32.02 $46.41 7.9% $50.08 317.7 317.7 42.7 317.7 NC = No Collector Lights/Trees NLL = No Local Lights NLT = No Local Trees DU = Dwelling Unit NAP = Not a Part *The FY 2022-23 Assessment Rate will be the lesser of the Budget Rate and the Maximum Rate FY 21-22 FY 22-23 Maximum Rates Rates Maximum ($/EDU) ($/EDU)($/EDU) ($/EDU) FY 22-23 Rate Budget Rate* Asmt FY 22-23 July 12, 2022 Item #12 Page 35 of 39 Final Engineer’s Report Street Lighting and Landscaping District No. 2 City of Carlsbad Fiscal Year 2022-23 27 ESTIMATED FY 2022-23 ASSESSMENT ALLOCATION AND RATES (CONT’D) Collector Local Local Arterial Collector Arterial Collector Light Light Light Tree Tree Tree Median Median CPI Development DU Acres EDU EDU EDU EDU EDU EDU EDU EDU Adj. Zone 9 - Oaks North Business Park Non-Res 167.83 1,007.0 1,007.0 $48.60 $48.60 $64.67 7.9% $69.78 1,007.0 1,007.0 Zone 10 - Robertson Ranch East Village APT 78 46.8 46.8 46.8 46.8 $179.16 $179.16 $294.58 7.9% $317.85 SFA 84 67.2 67.2 67.2 67.2 $179.16 $179.16 $294.58 7.9% $317.85 SFD (PA 16, 17, 18) 304 304.0 304.0 304.0 304.0 $179.16 $179.16 $294.58 7.9% $317.85 Park 2.02 3.03 3.03 3.03 3.03 $179.16 $179.16 $294.58 7.9% $317.85 SFD (PA 14)16 16.0 16.0 16.0 16.0 $179.16 $179.16 $294.58 7.9% $317.85 Non-Res (Util)2.84 17.04 17.04 $135.12 $135.12 $148.49 7.9% $160.22 Vacant 5.43 8.15 8.15 $135.12 $135.12 $148.49 7.9% $160.22 Non-Res (PA 12 - Fire Station) 15.51 93.06 93.06 93.06 93.06 $179.16 $179.16 $294.58 7.9% $317.85 SFD (PA13)23 23.00 23.00 23.00 23.00 $179.16 $179.16 $294.58 7.9% $317.85 Park (PA13)0.44 0.66 0.66 0.66 0.66 $179.16 $179.16 $294.58 7.9% $317.85 Vacant (NAP)5.70 8.55 8.55 $135.12 $135.12 $148.49 7.9% $160.22 553.8 587.5 553.8 587.5 Zone 11 - Oaks North Residential SFD 283 283.0 283.0 283.0 283.0 283.0 283.0 283.0 $8.98 $8.98 $411.10 7.9% $443.58 SFD (NLL)43 43.0 43.0 43.0 43.0 43.0 $8.98 $8.98 $222.57 7.9% $240.15 APT 168 100.8 100.8 100.8 100.8 100.8 $8.98 $8.98 $222.57 7.9% $240.15 Park 2.26 3.39 3.39 3.39 3.39 3.39 3.39 3.39 $8.98 $8.98 $411.10 7.9% $443.58 Non-Res (NLL)5.71 34.26 34.26 34.26 34.26 34.26 $8.98 $8.98 $222.57 7.9% $240.15 286.4 464.5 464.5 286.4 464.5 464.5 464.5 Zone 12 - La Costa Town Square SFD 63 63.0 63.0 63.0 63.0 63.0 63.0 63.0 $189.35 $189.35 $499.56 7.9% $539.03 Non-Res 39.66 238.0 238.0 238.0 238.0 238.0 $128.53 $128.53 $168.75 7.9% $182.08 SFD (NLL)32 32.0 32.0 32.0 $120.42 $120.42 $134.55 7.9% $145.18 63.0 301.0 333.0 63.0 301.0 333.0 333.0 Zone 13 - Fair Oaks Valley SFD 49 49.0 49.0 49.0 49.0 $0.00 $0.00 $530.84 7.9% $572.78 49.0 49.0 49.0 49.0 Zone 14 - Quarry Creek APT 89 89.0 89.0 $24.83 $24.83 $140.15 7.9% $151.22 SFD 114 114.0 114.0 $24.83 $24.83 $140.15 7.9% $151.22 SFA 238 190.4 190.4 $24.83 $24.83 $140.15 7.9% $151.22 Non-Res 2.99 17.9 17.9 $24.83 $24.83 $140.15 7.9% $151.22 Park 5.17 7.8 7.8 $24.83 $24.83 $140.15 7.9% $151.22 419.1 419.1 Zone 15 - Robertson Ranch West Village APT (PA 7)96 57.6 57.6 57.6 57.6 57.6 $66.05 $66.05 $97.97 7.9% $105.71 APT (PA 8)268 160.8 160.8 160.8 160.8 160.8 $66.05 $66.05 $97.97 7.9% $105.71 Non-Res-NC (PA 2)1.87 11.2 11.2 11.2 $58.18 $58.18 $60.13 7.9% $64.88 Non-Res (PA 11)14.85 89.1 89.1 89.1 89.1 89.1 $66.05 $66.05 $97.97 7.9% $105.71 Park (PA 6)0.74 1.1 1.1 1.1 1.1 1.1 1.1 1.1 $111.25 $111.25 $315.25 7.9% $340.15 Park (PA 6)0.91 1.4 1.4 1.4 1.4 1.4 1.4 1.4 $111.25 $111.25 $315.25 7.9% $340.15 Park-NLL (PA 4)1.20 1.8 1.8 1.8 1.8 1.8 $66.05 $66.05 $97.97 7.9% $105.71 Park-NLL (PA 9/10)0.40 0.6 0.6 0.6 0.6 0.6 $66.05 $66.05 $97.97 7.9% $105.71 SFD (PA 3 & 6)174 174.0 174.0 174.0 174.0 174.0 174.0 174.0 $111.25 $111.25 $315.25 7.9% $340.15 SFD-NLL (PA 5 & 9/10) 111 111.0 111.0 111.0 111.0 111.0 $66.05 $66.05 $97.97 7.9% $105.71 176.5 597.4 608.6 176.5 597.4 608.6 608.6 Zone 16 - Marja Acres APT 46 27.6 27.6 27.6 $0.00 $0.00 $58.27 7.9% $62.87 Non-Res 1.95 11.7 11.7 11.7 $0.00 $0.00 $58.27 7.9% $62.87 Park 1.54 2.3 2.3 2.3 $0.00 $0.00 $58.27 7.9% $62.87 SFA 248 198.4 198.4 198.4 $0.00 $0.00 $58.27 7.9% $62.87 240.0 240.0 240.0 NC = No Collector Lights/Trees NLL = No Local Lights NLT = No Local Trees DU = Dwelling Unit NAP = Not a Part *The FY 2022-23 Assessment Rate will be the lesser of the Budget Rate and the Maximum Rate MaximumMaximum ($/EDU) FY 21-22 FY 22-23 Rates Rates ($/EDU) Rate Rate* ($/EDU) FY 22-23 FY 22-23 ($/EDU) Budget Asmt July 12, 2022 Item #12 Page 36 of 39 Final Engineer’s Report Street Lighting and Landscaping District No. 2 City of Carlsbad Fiscal Year 2022-23 28 The maximum annual maintenance assessment will be increased for cost of living each year according to the change in Consumer Price Index (CPI) for the San Diego County area. (Any other increases or changes to the methodology of the Assessment must be submitted for property owner approval.) No assessments will be collected in FY 2022-23 for Zone 13 (Fair Oaks Valley) because the HOA is maintaining all improvements within the Fair Oaks Valley development. No assessments will be collected in FY2022-23 for Zone 16 (Marja Acres) because none of the improvements have been installed within the Marja Acres development. July 12, 2022 Item #12 Page 37 of 39 29 PART D – ASSESSMENT ROLL The Assessment Roll is a listing of the proposed maximum assessment for Fiscal Year 2022-23 apportioned to each lot or parcel, as shown on the last equalized roll of the Assessor of the County of San Diego. The Assessment Roll is on file in the city’s Finance Department and is incorporated by reference herein and made part of this Report. The description of each lot or parcel is part of the records of the Assessor of the County of San Diego and these records are, by reference, made part of this Report. PART E – ASSESSMENT DIAGRAM An Assessment Diagram for the Maintenance District is provided on the following page. The lines and dimensions of each lot or parcel within the Maintenance District are those lines and dimensions shown on the maps of the Assessor of the County of San Diego, for the year when this Report was prepared, and are incorporated by reference herein and made part of this Report. www.WeAreHarris.com Anna Tan-Gatue, PE Project Manager Anna.Tan-Gatue@WeAreHarris.com P: 949.536.2507 July 12, 2022 Item #12 Page 38 of 39 PACIFIC OCEAN Zone 12La CostaTownSquare Zone 11The Oaks NorthResidential Zone 3The Oaks South Zone 13Fair Oaks Valley Zone 8The Ridge Zone 7The Greens Zone 4Thompson/Tabata Zone 6Bressi Ranch Zone 5PalomarForum\Raceway Zone 9The OaksNorthIndustrial Zone 2Kelly Ranch Zone 1CalaveraHills Zone 15RobertsonRanch West Zone 14QuarryCreek Zone 10RobertsonRanch East Zone 16Marja Acres!"^$ELC AM INOREALCARLSBAD BLC A N NONRDLACOS T A AV PALOMARAIRPORTRD ALGA RD A V IARAPY 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 IN S E TTI A L N TAMARACKAV BATIQUITOSLAGOON AGUAHEDIONDALAGOON BUENAVISTALAGOON Document Path: J:\cbgis\products\Standard Maps\FINANCE\2022\LandscapeLightingDistrict_8x11.mxdLighting and LandscapeDistrict 2for Fiscal Year 2022-23 Development Names: Zone 1 - Calavera Hills Zone 2 - Kelly Ranch Zone 3 - The Oaks South Zone 4 - Thompson/Tabata Zone 5 - Palomar Forum/Raceway Zone 6 - Bressi Ranch Zone 7 - The Greens Zone 8 - The Ridge Zone 9 - The Oaks North Industrial Zone 10 - Robertson Ranch East Zone 11 - The Oaks North Residential Zone 12 - La Costa Town Square Zone 13 - Fair Oaks Valley Zone 14 - Quarry Creek Zone 15 - Robertson Ranch West Zone 16 - Marja Acres Map created by the City of Carlsbad GIS. I 0 1 MilesJuly 12, 2022 Item #12 Page 39 of 39 TO: CITY CLERK AFFIDAVIT OF MAILING NOTICE OF PUBLIC HEARING DATE OF PUBLIC HEARING: J\J \") 1'1..-t ~ 1, l SUBJECT: fw..Y:!MJ_ ~ <>f k, lvl,liv\(,v\'.\ 1\/\ LOCATION: s 1200 Carlsbad Village Drive, Carlsbad, CA 92008 ~~\J ~ LM"-ii~~IJ D Other: DATE POSTED TO CITY W-EB-S-IT-E~~~-{p......_·---/-"'"7"'v~=']=,=k='/_.=~------- i) . 2-- DATE NOTICES MAILED TO PROPERTY OWNERS: ---------- NUMBER MAILED: I declare under penalty of perjury under the laws of the State of California that I am employed by the City of Carlsbad and the foregoing is true and correct. DEPARTMENT: cz{c1TY CLERK'S OFFICE □OTHER _______ _ SENT TO FOR PUBLICATION VIA E-MAIL TO: □ Union Tribune on ---- Qa' Coast News on ~ /L,I..., / Z-t PUBLICATION DATE: Union Tribune -------------- Coast News __ J~\A_\_1 ___ ....... \ -,~JA~1--_L __ _ I declare under penalty of perjury under the laws of the State of California that I am employed by the City of Carlsbad and the foregoing is true and correct. DEPARTMENT: ~CITY CLERK'S OFFICE □ OTHER _______ _ Signature Attachments: 1) Mailing Labels 2) Notice w/ attachments CITY OF CARLSBAD RESOI.UTJONNO 2022-11$ A RESOLUTION Of' THE CITY COUNCil. OF THE CITY OF CARLSBAD, CALIFOR· NlA, INITIATING THE PROCEEDINGS, APPROVING THE PRELIMINARY ENGi• NE.ER'S REPORT FOR FISCAL YEAR 2022-23 AND SB1TING A PUBLIC HEARING FOR JULY 12, 2022, FOR THE ANNUAL LEVY OP ASS~SSMENTS WITIUN UCHT• ING AND LANDSCAPING DISTRICT NO. 2, A SPECIAL ASSESSMENT DISTRJCT WHEREAS, lhc City Council of lhe City of Carlsbad, California previously formed a spedaJ assessment distrk.t pursuant to the terms or the Landscaping and Lighting Act of 1972 (Califomia Streets and Highways Code Section 22500 et seq.), known and designated as City of Carbbad Streec Ugh ting and Landscaping DislTict No. 2 (" A.s-- susment District'"); and WHEREAS, the Assessment District is an existing assessment district in which assess- ments are not proposed to be lnaeued as defined by Artie.le XIllD o( lhe California Constitution (Proposition 218) and the Proposition 218 Omnibus lmplemen1ation Act (California C<n-emment Code Section S3750 et seq.), and is therefore exempt from the Proposition 218 procedures and requirements pursuant to California Constit·ution Article XULD Sect.ion 5, subdivision (a); and WHEREAS, 1he City Coundl wishes co initiate proceedings to provide for the annual le,,y o( assessments for nK&l year 2022·23 to provide for 1he annu,il cosu for malnl4'- nance o( Improvements, defined as exisfing street lighting, median landscaping and street 1.rees ( .. (mprovemen11•), within the A.s.sessment District; e.nd WHEREAS. a pttliminary £ogin«r's Report (the "'Report•) has been prepared and is presented to the City Council and is attttched ttSAttachment A,as required by law, and the City Council is desirous of continuing with the proceedings for the annual le\')'i aind WHEREAS, the lmprovcmcnu to be maintained shall consist of alJ originally designat• ed and authorized improve menu, as well as certain new a.nd additional impro\'ements: and WHEREAS, the City Council has carefully examined and reviewed the Report as pre- sented, and 1s satistlcd with each and all of the items and documcnu as scr fonh wlthln it, and Is satisfied 1hat the aueumenu, on a preliminary basi.s., have been dinribu1ed in •ccordance with lhe benefits received from lhe improvemenu to be mainla.ined, ai. se.1 forth in the Report. NOW, 'IHEREFORE, BE lT RESOLVED by the Chy Council of the Ch)' of Carlsbad, California, as follows: 1. That the above rttitations are true and correct. 2. That the public interest and convenience requires, and ii is the intention of this legislative body to le,·y and collect asscssmcnu to pay the annual costs and CX· penses for the maintenance and/or servicing of the lmpro,•ements for the Assessment Disnict, "'1th the Improvements generally described e.,s follows: the maintenance of certain street lighting imprm.•ements, street trees, and median landscaping imptove- me.nla., as set fonh and de»cribed in lhe Report. The proposed new improvements to be maintained and serviced caused generally by new development within the Assessment District are dcS'Cribcd as follows: the maintenance of certain additional street light· ing improvemenis and additional landscaping improvements, including ~placement of street crees and media.n landscaping improvements, all as set forth and described in the Report. 3. That the lmprovcmenu are of d.lrecr bcncft1 ro 1he properties within the boundaries of the Asse$$ment District, which the legislative body previously declared co be the arN beneJiled by the improvement, as Identified and refel'enced in 1he boundary map previousl} approved by the Clry Council, a copy of which is on rue in the offtce of the City Clerk and open for public inspection, and which i.s designated by the name of this AsseHment Distric.c. 4. 11iat the Jmprovemenu are referred 10 Harris & Associaies, who is directed to make and ftle the Report generally containing the following: A. Plans and specifications deiO'lbtnc the general nature, location and ex1en1 of the Improvements within the Assessment Oistric~ B. A diagnim for the Assessment Dinricr, showing the area and properties proposed to be uses$ed; C. An estimate or the cost of the maintenance and/or sendcing or the Improvements for the Assessment Distric1 for" the Fi.seal Yea.r commencing July 1, 2022 and ending June 30, 2023; 0. An assessment of the estimated cost's or the maintenance and/or servicing. assessing the net amount upon all assessable lots and/or parcels within the Assessment District 1n proportion to 1he benefits received. S. That the Report, as presented, is approved on a preJiminary basis, and is ordered to be filed in the offic:e of the City Clerk 3$ a permanen1 rec:ord and to remain open 10 public inspection. Rc(crenc.e is made to the Report for a full and detailed de. Kription of the improvemenu. to be maintained, the boundaries of the Assessment l)is- rric:t and any zones within it, and the proposed assessments upon assessable lots and parcels of land within the Assessment District. The Assessment District is an existing assessment district in which assess.menu are not proposed to be incrca$Cd as defined by Article XJilD o( the California Constirudon (Proposition 218) and the Proposition 218 Omnibus Implementation Act. 6. Notice is hereby given that a public hearing is scheduled for S p.m. at the Ciry Council Chambers located at 1200 Carlsbad Village Drive in Carlsbad, Califomh1 on 1hc following date: Tucsday,July 12, 2022 At that time this legislative body will hear protests or obje<:tions in ttference 10 the annual levy of assessmenu and to any other matters contai.ned in this resolution. Any persons who wish to object 10 the proceedings or the annual levy should tile a writcen pro1e.st v,:ith the Cit)' Clerk prior to the time set for the public hearing. U there is a majority prore,1 •gainst the levy of •rt a.inual H SC$Smcn1 that is i.icrea~d from the pre\lious year, the proposed increase in the assessments shall be abandoned. A major- ity protHt erl&ts I(, upon the c:onduslon of the hearing, v.-ritten protests filed and not withdrawn, represent property owners owning more than SO% or the assessable area o( land within the Assessment DistrkL 7. Thar the City Cle.-k ls authorized and directed to give notice as r~uirtid by law by causing a copy o( chis Resolution to be published in a newspaper o( genera! circulation within the City of Carlsbad, not less than 10 days prior to the date set for the public hearing. 8. For any and all information tclating 10 these proceedings, including infor. mation relating to protest procedure, )'Our auention is directed to the persons desig• natcd below: CITY OF CARLSBAD, CITY CLERK 1200 CARLSBAOVltLACE DRIVE, CARLSllAO, CA 92008 and ANNA TAN.CATUE, PROJECT MANAGER IIARRlS&ASSOCJ.ATES TELEPHONE: (800) 827-4901 EXT. 2344 Owners of property within the Assessment District may mail written prolests to the following address: CITY OF CARLSBAD, CITY CLERK 1200 CARI..SBADVILLAGE ORfVE, CARI..SBAO, CA 92008 PASSED, APPROVED A.ND ADOPTED at a Regular Meeting of the Ciry Council of the City of Carlsbad on the 4!lh day of Max, 2022, by the following vote, 10 wit: AYES: Hall, Blackbum, Bhat.Patel, Acosta, Norby. NAYS: None. A.BSENT: None. PUBLISH DATE: July 1, 2022 City o( Carlsbad I City Council 07JOl/2022 CN 26702 3 col x 14" 42" X $15 $630.00 RESOLUTION NO. 2022-115 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFORNIA, INITIATING THE PROCEEDINGS, APPROVING THE PRELIMINARY ENGINEER'S REPORT FOR FISCAL YEAR 2022-23 AND SETTING A PUBLIC HEARING FOR JULY 12, 2022, FOR THE ANNUAL LEVY OF ASSESSMENTS WITHIN LIGHTING AND LANDSCAPING DISTRICT NO. 2, A SPECIAL ASSESSMENT DISTRICT WHEREAS, the City Council of the City of Carlsbad, California previously formed a special assessment district pursuant to the terms of the Landscaping and Lighting Act of 1972 (California Streets and Highways Code Section 22500 et seq.}, known and designated as City of Carlsbad Street Lighting and Landscaping District No. 2 ("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 Proposition 218 procedures and requirements pursuant to California Constitution Article XIIID Section 5, subdivision (a}; and WHEREAS, the City Council wishes to initiate proceedings to provide for the annual levy of assessments for fiscal year 2022-23 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 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 cost s 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 the Improvements are of direct benefit to the properties within the boundaries of the Assessment District, which the legislative body previously declared to be the area benefited by the improvement, as identified and referenced in the boundary map previously approved by the City Council, a copy of which is on file in the office of the City Clerk and open for public inspection, and which is designated by the name of this Assessment District. 4. That the Improvements are referred to Harris & Associates, who is directed to make and file the Report generally containing the following: A. Plans and specifications describing the general nature, location and extent of the Improvements within the Assessment District; B. A diagram for the Assessment District, showing the area and properties proposed to be assessed; C. An estimate of the cost of the maintenance and/or servicing of the Improvements for the Assessment District for the Fiscal Year commencing July 1, 2022 and ending June 30, 2023; 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 within it, and the proposed assessments upon assessable lots and parcels of land within the Assessment District. The Assessment District is an existing assessment district in which assessments are not proposed to be increased as defined by Article XIIID of the California Constitution (Proposition 218) and the Proposition 218 Omnibus Implementation Act. 6. Notice is hereby given that a public hearing is scheduled for 5 p.m. at the City Council Chambers located at 1200 Carlsbad Village Drive in Carlsbad, California on the following date: Tuesday, July 12, 2022 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 persons who wish to object to the proceedings or the annual levy should file a written protest with the City Clerk prior to the time set for the public hearing. If there is a majority protest against the levy of an annual assessment that is increased from the previous year, the proposed increase in the assessments shall be abandoned. A majority protest exists if, upon the conclusion of the hearing, written protests filed and not withdrawn, represent property owners owning more than 50% of the assessable area of land within the Assessment District. 7. That the City Clerk is authorized and directed to give notice as required by law by causing a copy of this Resolution to be published in a newspaper of general circulation within the City of Carlsbad, not less than 10 days prior to the date set for the public hearing. 8. For any and all information relating to these proceedings, including information relating to protest procedure, your attention is directed to the persons designated below: CITY OF CARLSBAD, CITY CLERK 1200 CARLSBAD VILLAGE DRIVE, CARLSBAD, CA 92008 and ANNA TAN-GATUE, PROJECT 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 PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council of the City of Carlsbad on the 24th day of May, 2022, by the following vote, to wit: AYES : NAYS: Hall, Blackburn, Bhat-Patel, Acosta, Norby. None. ABSENT: None. PUBLISH DATE: July 1, 2022 City of Carlsbad I City Council Street Lighting & Landscaping District No. 2 Annual Assessments Jason Rosado, Finance Manager Roxanne Muhlmeister, Assistant Finance Director Finance Department July 12, 2022 {city of Carlsbad Lighting & Landscaping District No. 2 ITEM 12: LLD #2 Annual Assessments 2 PACIFIC OCEAN ~ Development Names: (5 Zone 1 -Calavera Hills ~ Zone 2 -Kelly Ranch ~ ~ i " Zone 3 -The Oaks South Zone 4 -Thompson/Tabata Zone 5 -Palomar Forum/Raceway i'J Zone 6 - Bressi Ranch ~ -Zone 7 -The Greens \ii Zone 8 -The Ridge Zone 9 -The Oaks North Industrial I ~ Zone 10 -Robertson Ranch East I -Zone 11 -The Oaks North Residential 'ii i 11 Zone 12 -La Costa Town Square Zone 13 -Fair Oaks Valley -Zone 14 -Quarry Creek Zone 15 -Robertson Ranch West ~ Zone 16 -Marja Acres t.1i1es 8,u..------~-=~-=-=-=.d.J-...:~::•:.::=:::•~:.::;~.::~:,:;:";:,•:;"':·:'":·:"':.... {city of Carlsbad Development zone Actual annual assessment rate FY 2021-22 Proposed annual assessment rate FY 2022-23 Change in annual assessment over prior year Calavera Hills II $128.38 $130.45 $2.07 Kelly Ranch 130.17 136.31 6.14 The Oaks South 4.56 4.84 0.28 Thompson/Tabata 161.71 171.13 9.42 Palomar Forum/ Carlsbad Raceway 113.51 116.18 2.67 Bressi Ranch 60.13 62.80 2.67 La Costa Greens 54.36 56.82 2.46 La Costa Ridge 30.59 32.02 1.43 Oaks North Industrial 51.47 48.60 -2.87 Robertson Ranch East 174.49 179.16 4.67 Oaks North Residential 8.46 8.98 0.52 La Costa Town Square 179.13 189.35 10.22 Fair Oaks Valley 0.00 0.00 0.00 Quarry Creek 22.92 24.83 1.91 Robertson Ranch West 107.05 111.25 4.20 Marja Acres 0.00 0.00 0.00 LIGHTING & LANDSCAPING DISTRICT #2 3 ITEM 12: LLD #2 Annual Assessments ACTION ITEMS •Adopt a resolution approving the Engineer’s Reports and establishing the fiscal year 2022-23 special assessments for Lighting and Landscaping District No. 2 4 ITEM 12: LLD #2 Annual Assessments { City of Carlsbad