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Home My WebLink About3151; PALOMAR AIRPORT ROAD; MODIFIED INVESTIAGATION REPORT; 1986-05-06AGENCY: CITY OF CARLSBAD PROJECT: ASSESSMENT DISTRICT NO. 86-1 (PALOMAR AIRPORT ROAD) TO: CITY COUNCIL ' CITY OF CARLSBAD ' MODIFIED INVESTIGATION REPORT Pursuant to the provisions of the "Spé'cial Assessment Inves tigation, Limitationand Majority Protest Act of 1931," being Part 2, Division 4 of the Streets and Highways Code of the State of California, and in accordance with an order of the legislative body of the, CITYOF. CARLSBAD, adopted on the 28th day'of 'January ,. 1986, and modified on the 6th day of May, 1986, I submit herewith' the following Repbrt. DATED this 17th day .of January , 1986. NESTE, BRUDIN & STONE INCORPORATED Is! Norman A. Neste ASSESSMENT ENGINEER CITY OF CARLSBAD '-STATE OF CALIFORNIA ' Report approved the,28th day of. January, 1986, by the' City Council and filed in the Office of, the City Clerk of the City Council on the 28th day of.:, January, 1986. ' ' '' ' /s! Aletha L. Rautënkrar'z • , 'CITY CLERK CITY OF CARLSBAD STATE OF CALIFORNIA ' PAGE 1 of 4 • DATED this '6th day of May, 1986 • , •. NESTE, BRUDIN. & STONE INCORPORATED ASSESSMENT ENGINEER CITY OF CARLSBAD STATE OF CALIFORNIA Report approved as modified the day of 1986, by the City Council and filed in the Office of the City Clerk of the City Council on the • • day of • ' , 1986. • CITY CLERK • • - • CITY, OF CARLSBAD ,,STATE OF CALIFORNIA 4 , • ...•.•' • ' • I I - ,.• ., ,' • a , •' , • ' : :.,-' , • , • I PAGE 2 of 4 REPORT SECTION 1. That the works of improvement proposed herein are to be constructed in a special assessment district known and designated as ASSESSMENT DISTRICT NO. 86-1 (PALOMAR AIRPORT ROAD) (hereinafter referred to as the "Assessment District"). : SECTION 2. The following Report is made and filed herein pursuant to the order of the legislative body by the duly appointed ASSESSMENT ENGINEER. SECTION 3. •The boundaries of the District showing the lands to be assessed to pay any part of the cost thereof, are as shown and described in Resolution No. 8370, adopted on the 28th day of January, 1986, and on a plat or diagram entitled: "PROPOSED BOUNDARIES OF ASSESSMENT DISTRICT NO. 86-1 (PALOMAR AIRPORT ROAD)" which Resolution and map are on file in the Office. of the Clerk and made a part of this Report by reference as though fully set forth herein. SECTION .4. The estimated cost of the proposed improvements is as shown on Exhibit "A" attached hereto and made a part hereof. SECTION 5. The assessed value of each parcel to be specially assessed as shown on the last equalized assessment. roll available on the date • this Report was commenced, the..total assessed value of said lands, the true value of, said lands, the estimated amount of the assessment to be levied upon each parcel of land to be assessed for said improvements, and the amount as near as .may be determined of the total principal sum of all unpaid special assessments and special assessments required or proposed to be . . levied under any completed or pending assessment proceeding, other than that contemplated in the instant proceedings, whether direct or ad valorem, upon each parcel .to be assessed herein, if any, is as shown upon the list thereof hereto attached, marked. Exhibit "B", and by . reference made a part hereof as though set forth ful]y herein. • PAGE 3-of 4 SECTION 6. The , total assessed value of the lands and improve- ments, as well as the true value of said parcels, is totalled and set forth in Exhibit "B" attached hereto. The true. value of the parcels means the fair market value for both the land and improve- ments,'as defined by Article XIIIA of the California Constitution, and as shown upon the last equalized assessment roll of the County. SECTION 7. The total estimated amount of assessment under this proceeding is $1,943,809.00. SECTION 8. Serial bonds sha11 be issued in accordance with Division 10 of the Streets. and Highways Code of the State of California (the "Improvement Bond Act of 1915"), to represent all unpaid assessments, and the last installment of said bonds shall mature a maximum of TWENTY FOUR (24)..YEARS-from the 2nd day of,September next succeeding twelve (12) months from their date. Said bonds shall bear interest at rate not to exceed the . current legal maximum rate of twelve percent. (12%) per annum. SECTION 9. A copy of said Resolution No. 8370 adopted pursuant to Section 2821 of the Streets and Highways Code of the State Of California, is attached hereto, marked Exhibit "C", .and by reference is made a part hereof. SECTION 10. The redemption provisions of said bonds shall provide for payment of a premium of five percent (5%). of the unmatured principal of, said bonds for redemption prior to maturity. SECTION 11. Said proceedings are proposed to be conducted pursuant to the terms and provisions of the "Munici- pal Improvement Act of 1913," being Division 12 of the Streets and Highways Code of the State of California. SECTION 12. That the general. nature, location and extent of the proposed works 0f improvement for this Assessment District, together with appurtenances and appurte- nant. work, is as .set forth in Exhibit "D" attached hereto and by reference made a part hereof. SECTION 13.. • That •a statement and explanation of the method and formula of the assessment spread for these proceed- ings-and this Assessment District is attached hereto as Exhibit "E", and by reference made a part hereof. - PAGE 4of4 APPROVED COST ' EXHIBIT ESTIMATE "A". - CITY OF CARLSBAD ASSESSMENT DISTRICT NO. 86-1 (PALOMAR AIRPORT ROAD) I. PUBLIC WORKS OF CONSTRUCTION ' TOTAL - UNIT - DESCRIPTION UNIT COST QUANTITY COST 'STREET IMPROVEMENTS " AC 'Pavement Schedule' H. SF $2.25 670,000 $1,507,500 AC Paving Overlay 1" '. SF $0.50 5,000 $2,500 Type G Curb •. ' LF $7.00 ' 15,470 $108,290 Type B-i Curb' '. ' LF ' $7.00 ' - ' 15,840 $110,880 Sidewalk SF ' $2.25 ' '0 ' $0 Remove AC Dyke '-- ' LF '. $1.50 370 $555 Median-w/Median Lscpe - SF $3.50 0' ' $0 Street Lights '- EA $3,000.00 12. $36,000 Parkway Lscpe ' " SF ' ' $0.80 0 $0 Erosion Control. ' SF ': $0.40 232,000 $92,800 ' ' Grading ' -CY $2.40 78,500 $188,400 Sleeke Extensions ". LF' ' $15.00 ' 300 $4,500 Sub-Total WATER WATER IMPROVEMENTS ' 16" Waterline ' ' LF ' $50.00 ' 6,100 $305,000 Main Relocation ' ', LB' '' $50.00 600 $30,000 Valves ' ' ' EA $3,000.00 5 ' ' ' $15,000 Fire Hydrant'- ' ' EA $2,500.00 ' 7 $17,500 Relocate PRVäWe • " - LS ' ' 0 ' ' ' $25,000 Sub-Total $392,500 DRAINAGE IMPROVEMENTS 0 • Curb Inlets • ' '. A $3,000.00 ' ' 18' $54,000 18" RCP ' '. '- • ' ' LF $40.00 ' 550 $22,000 24" RCP ' ' ' - • -' LF $50.00 550 $27,500 30" RCP ' ' ' ' "''LF ' $75.00 •. 290 $21,750 36" RCP ' ' ' '. - ' LF ' $90.00 580 $52,200 French Drain ' ' : LF 'r• $20.00 -- 800 $16,000 Headwalls ' ' EA $3,000.00 26 $78,000 Sub-Total ' ' •' " - ' $271,450 UTILITIES ' .' " '' • ' 0 Elec., Tele. & Gas-0 :.LF' -$40.00 0 ' Q ----$0 SUB-TOTAL CONSTRUCTION - ' ' " '" $2,715,375 CONSTRUCTION CONTIN 10%r $271,533 TOTAL CONSTRUCTION COST $2,986,913 S II. RIGHT OF WAY SF $1.50 III PAYMENTS SDGE •. LS. Pac-Tel LS' CRWD :LS City of Carlsbad • LS Sub-Total IV INCIDENTAL EXPENSES Proj Plan, Design, EIR, Design Survey, Assess Engin, Soil Engin % Testing, Constr Mgrnt, Inspec, Plan Ck, Repro, RW Appraisals, Legal, RW Agent, Bond Coun, Cost of Bond Sale, Adrnin Fee, etc. Est at 20% CC 20% TOTAL LESS INTEREST EARNED 3% LESS CASH CONTRIBUTION CARLSBAD, CITY OF COSTA REAL WATER DISTR. TOTAL VII FINANCING COST 15% TOTAL AMOUNT ASSESSED 255,000 $382,500 $Q $0 $0 $0 sb $597,383 $3,966,795 ($89,607) ($2,095,669) ($91,250) $1,690,269 $253,540 $1,943,809 vs.'s a a w V a -a m a Is'. A a, .0. All TOE, MAY 6. 1986, 10U1 AM CITY OF CARLSBAD - PAGE 1 ASSESSMENT OISTRICT NO 86-1 - - (PALOMAR AIRPORT ROAD) EXHIBIT U3 DEBT LIMIT REPORT A SSESSMENT NO. ASSESSED LAC ASSESSMENT ASSESSMENT CCM8INEO ;s ASStSS0RS VALUE (CCUTT ASSESSE-3 VALUE TRUE VALUE LIABILITY THIS ASSESI1ENT PA RCEL .0-43k t.SS'S ECuDS) OF MPRJVEMENTS OF PARCEL OUT STANDING PRCCEc0I1. CLJI3TMIUIPG 211-021-15 2920 087 0 292,087 00 .00 00 00 2l-02L-18 324,163 0 324,1o3 00 00 158,42636 13,426 34 211-021-19 20,691 91,537 1129 22800 00 00 00 2 1-01-20 1,120,353 0 1,120,359 00 00 60,204 67 60,204.67 211-043-08 1339762 0 138,76200 00 3)6,06769 39,)1 59 211-00-03 30,133 0 30,138 00 00 479 335 0, 47,985 O 212-040-19 1,17,985 0 1,157,93500 00 689550.08 68,55008 22-O40-2 120,677 0 120,671 00 00 219,360 24'- 2113 ,30 24 212-040-26 131,350 0 L1,350 00 00 7,616 68 - 7, 516 69 212-040-32 4169407 0 416,407 00 00 00 00 212-0.0-33 30o,318 0 35,9l8 00 00 - 9396a5.10 93,6..5 10 212-040-6 54,367 0 54,367.00 00 00 00 212-040-37 6511 190 0 651.730 00 00 1989 033.55.133,033 55 212-040-38 54,367 3 549 36700 > 107,33512 101,39512 *212-041-03 878,915 0 878997500 1509 23602 31,40010 241,52412 6212-041-04 1,032,538 0 1,082,53800 332,76834 289,433 65 622,202 49 212-0.1-0 1009 603 3 100,60800 00 00 03 212-0..1-06 8069 822 0 806,922 00 1,1,039 02 999016 73 250,055 30 *212-041-07 513,423 0 577t 425.00, 140,875 36 00 140,375 94 *212-041-08 878,975 0 878997500 140,87534 106963345 2'.7,501.2 3 *212-041-09 543,345 0 543,34 00 1389 56145 00 133,561.43 21 PARCELS 99 6909731*4 91,537** 9,782,276.004* 1,056,355 014* 1043009.00** 2,393,1b4 11 NOTE C;) FOR CULLEE BOULEVARD IMPCVEriENT5, ASSESSMENT DISTRICT NO 85-2, ASSESSOR PARCEL MUM ES WERE ASSE SSED$1,054,3c5 01 ASSESSMENT NO. 1 ASSESSMENTS HAVE BEEN ASSIGNED TO INDIVIDUAL PARCELS AT THIS TIME ONLY FOR THE PURPOSES OF DISCLJSURE IND PRLCTION OF THIS REPORT \ I DESCRIPTION OF WORKS OF IMPROVEMENT EXHIBIT "D" I CITY OF CARLSBAD ASSESSMENT DISTRICT NO. 86-1 (PALOMAR AIRPORT ROAD) Palomar Airport Road is a primary arterial having a 126 foot I right-of-way with three travel lanes in each direction and a median. The proposed improvements to Palomar Airport Road will bring this road to full City standards from Interstate 5 I easterl approximately feet to t oun ary of that area known as Carlsbad Tract No. 81-46, Map 11289; and more specifically include: I i) half street improvements with water, drainage, fire hydrants, traffic control. and safety lighting from Interstate 5 easterly approximately 370 lineal feet. 1 2)' full width improvements constructed on line and grade to adopted alignment with water, drainage, fire hydrants, traffic control and street lighting from the above-noted half-width improvements easterly approximately 7,530 lineal feet. I Right-of-way will be required for widening and realignment. Temporary irrigation and erosion control will be installed in the 'parkway and on banks.. ' I' ' • • " ' •• I • H I I I I 'H METHOD AND FORMULA OF ASSESSMENT SPREAD EXHIBIT "E" ,. CITY OF CARLSBAD ASSESSMENT DISTRICT NO 86-1 I (PALOMAR AIRPORT ROAD) ' The law requires and the statutes provide that assessments, as levied pursuant to the provisions of the "Municipal Improvement Act of 1913," must be based on the benefit that the properties receive from the works of improvement. The I statute dOes not specify the method of formula that should be used in any special assëssrnent district proceedings. The ...... responsibility rests with the Assessment Engineer, who is I retained for the purpose, of making an analysis of the facts and determining the correct apportionment of the assessment obligation. For these proceedings, the City has retained the services of Neste, Brudin & Stone Incorporated. See I Attachment I for a statement of their qualifications and experience The Assessment Engineer then makes his' recommendation at the public hearing on the Assessment District, and the final authority and decision rests with the City after hearing all I .testimony and evidenc,e presented at, that public hearing. Upon the conclusion o.f the public hearing, the City must make the final decision in determining whether or not the assess- ment spread has been, made in direct proportion to the benefits received Analysis City of Carlsbad policy Statement No,. '33,. effective May 29, 1.984 sets the policy 'for use of Asses sment Districts to . finance Public Improvements. The 'improvements include arterial streets identified on the circulation element of the Carlsbad General 'Plan. It further permits certain improve- ments within the arterial street right-of-ways to be financed and to include, sewer, water lines, drainage and public utilities. The arterial street to be constructed and financed by this assessment district is a portion of Palomar Airport Road. This street permits only limited access to adjoining property and, in general, point access is limited at 2600 feet intervals. . . . ... Benefits and Assessment Criteria Palomar Airport Road exists and provides an improved two 'lane traveled way and currently carries a relatively high traffic volume Approval of land development adjacent to Palomar E-1 , f. i,.. .• Airport Road by the City of Carlsbad has required each land owner to complete this improvement of Palomar Airport Road to prime arterial street standards. Since two lane traffic. capacity now exists, the direct benefit for the widening of Palomar Airport Road occurs to the immediate adjoining land. Therefore, the assessing of the cost . for the street and utility improvements and have, been made on a frontage basis. Incidental costs and interest earned during construction were prorated to each of the benefits in accordance with each benefit's share of the total construction costs. Financing costs were prorated to each of the benefits in accordance with each benefit's share of .the total construc- tion, acquisition and incidental costs. In conclusion, it is-my opinion .thatthe assessments for the above-referenced Assessment District have been spread in direct proportion with thebenefits that each parcel receives from the works of improvement DATED: January 17 . , 1986 NESTE, BRUDIN & STONE INCORPORATED SSESSMENT ENGINEER . CITY OF CARLSBAD STATE OF CALIFORNIA' ,fl , , &••'.t, .'. ,