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HomeMy WebLinkAbout2003-06-03; City Council; Resolution 2003-1381 2 3 4 5 6 7 a 9 10 11 12 13 14 15 16 17 la 19 20 21 22 23 24 25 26 27 28 RESOLUTION NO. 2003-138 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFORNIA, INITIATING PROCEEDINGS FOR THE ANNUAL LEVY OF ASSESSMENTS AND ORDERING THE PREPARATION OF AN ENGINEER'S REPORT FOR A SPECIAL ASSESSMENT DISTRICT WHEREAS, the City Council of the City of Carlsbad, California previously formed a special assessment district pursuant to the terms of the Landscaping and Lighting Act of 1972, (Division 15, Part 2 of the State Streets and Highways Code, commencing with Section 22500), the special assessment district is known and designated as Street Lighting and Landscaping District No. 1 (hereinafter referred to as the "Assessment District"); and WHEREAS, the Assessment District is an existing assessment district in which assessments are not proposed to be increased, and is therefore exempt from the procedures and requirements pursuant to California Constitution Article XlllD § 5 (a); and WHEREAS, the City Council wishes to initiate proceedings to provide for the annual levy of assessments for the next ensuing fiscal year to provide for the annual costs for maintenance of improvements defined as existing street lighting, median landscaping and street trees ("Improvements"), within the Assessment District. NOW, THEREFORE, IT IS HEREBY RESOLVED AS FOLLOWS: RECITALS SECTION 1. That the above recitals are true and correct. DECLARATION OF INTENTION SECTION 2. That the public interest and convenience requires, and it is the intention of this legislative body to levy and collect assessments to pay the annual costs and expenses for the maintenance and/or servicing of the Improvements for the Assessment District, with the Improvements generally described as follows: The maintenance of certain street lighting improvements, street trees, and median landscaping improvements, as set forth and described in the Engineer's Report (the "Report") attached as Exhibit 3 and incorporated herein by this reference. The proposed new 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 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. REPORT OF ENGINEER SECTION 3. That the Improvements are hereby referred to Harris & Associates, who is hereby 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. to be assessed; C. A diagram for the Assessment District, showing the area and properties proposed An estimate of the cost of the maintenance andlor servicing of the Improvements for the Assessment District for the Fiscal Year 2003-04; D. An assessment of the estimated costs of the maintenance andlor servicing, assessing the net amount upon all assessable lots and/or parcels within the Assessment District in proportion to the benefits received. That upon completion of the Report, the original shall be filed with the City Clerk, who shall then submit the same to the City Council for its immediate review and consideration which is hereby ordered to be kept on file and open for public inspection in the Office of the City Clerk. 111 //I /I/ I// Ill /I/ /I/ /I/ Page 2 of 3 of Resolution No. 2003-138 b 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 FISCAL YEAR SECTION 4. That the Report shall include all costs and expenses of said maintenance md/or servicing relating to the fiscal year commencing July 1, 2003 and ending June 30, 2004. PASSED, APPROVED, AND ADOPTED at a regular meeting of the Carlsbad City Council ield on the 3rd day of JUNE ,2003 by the following vote, to wit: AYES: Council Members Lewis, Finnila, Kulchin, Hall, Packard NOES: None ABSENT: None ATTEST (SEAL) Page 3 of 3 of Resolution No. 2003-138 Exhibit 3 CITY OF CARLSBAD STREET LIGHTING AND LANDSCAPING DISTRICT NO. I PRELIMINARY ANNUAL ENGINEER'S REPORT FISCAL YEAR 2003-2004 Prepared by: ++ Harris & Associates RCE 41965 Exp. 3/31/04 May 22,2003 Date Exhibit 3 con't. City of Carlsbad May 22,2003 Street Lighting and Landscaping District No. 1 Preliminary Annual Engineer's Report - FY 2003-04 Page 1 INTRODUCTION This report constitutes the Engineer's Report for City of Carlsbad Street Lighting and Landscaping District No. 1 ("Assessment District") and was prepared at the Direction of the Carlsbad City Council pursuant to the requirements of the Landscaping and Lighting Act of 1972, being Division 15, Part 2 of the Streets and Highways Code of the State of California, commencing with Section 22500 ("Act"). The report applies to Fiscal Year 2003-2004 commencing July 1,2003 and ending on June 30, 2004 ("Fiscal Year"). The report has been prepared in three parts corresponding to the three special improvement zones within the Assessment District; Street Lighting, Street Trees and Median Landscaping. Pursuant to the requirements of the Act, each part contains the following four components: 1. PLANS AND SPECIFICATIONS FOR THE IMPROVEMENTS. The plans and specifications describe the general nature, location and extent of the improvements to be maintained. 2. A DIAGRAM FOR THE ASSESSMENT DISTRICT. The diagram shows the exterior boundaries of the Assessment District, the boundaries of the specified improvement zone within the Assessment District, and the lines and dimensions of each lot or parcel within the District. Each lot or parcel is identified by a distinctive number or letter. The lines and dimensions of each lot conform to those shown on the San Diego County Assessor's maps. For purposes of clarity, only a generalized diagram is included within the report. The detailed assessment diagram is on file at the City Engineering Department. 3. AN ESTIMATE OF THE COSTS OF THE IMPROVEMENTS. The estimate of costs of the improvements contains estimates for the following: a. The total cost of maintaining and servicing the improvements for the specified improvement zone including all incidental expenses for the Fiscal Year. b. The amount of any surplus or deficit in the improvement fund to be carried over from the preceding fiscal year. c. The amount of any contributions to be made from sources other than assessments levied pursuant to the Assessment District. d. The amount, if any, of the annual installment for the fiscal year where the City Council has ordered an assessment for the estimated cost of any improvements to be levied and collected in annual installments. e. The net amount to be assessed upon assessable lands within the Assessment District, being the total improvement costs referred to in sub-section a, increased or decreased, as the case may be, by any of the amounts referred to in sub-sections b, c or d. 4. AN ASSESSMENT OF THE ESTIMATED COSTS OF THE IMPROVEMENTS. The assessment shall refer to the new fiscal year and shall do all of the following: a. State the net amount to be assessed upon the assessable lands within the Assessment District. b. Describe each assessable lot or parcel of land within the Assessment District. Due to the large number of parcels within the Assessment District, the City uses the assessor's parcel number from San Diego County records assessment rolls for a description of the lots. A copy of the assessment roll including such description is kept on file at the City Engineering Department. 4 City of Carlsbad !<. ; , Exhibit 3 con’t. May 22,2003 Street Lighting and Landscaping District No. I Preliminary Annual Engineer’s Report - FY 2003-04 Page 2 c. Assess the net amount upon all assessable lots or parcels of land within the Assessment District by apportioning that amount among the several lots or parcels in proportion to the estimated benefits to be received by each lot or parcel from the improvements. PART 1 -STREET LIGHTING IMPROVEMENT ZONE PLANS AND SPECIFICATIONS: The improvement work consists of maintenance and servicing of the 6,348 street lights within the boundaries of the Assessment District including all supporting poles, mast arms, pull boxes, wiring, conduits and other appurtenances. The total number of street lights maintained and serviced includes 53 new streetlights added to the street light inventory during Fiscal Year 2002-2003. The general location of the street light improvements are as shown on the City’s full-scale map titled “Street Lighting Improvement Zone Diagram and Lighting Facilities Location Map for Fiscal Year 2003-2004” on file at the Engineering Department. A reduced copy of the map is included as Figure 1 in this report. DIAGRAM OF THE ASSESSMENT DISTRICT: The diagram of the Assessment District is as shown on the City’s full scale map titled “Street Lighting Improvement Zone Diagram and Lighting Facilities Location Map for Fiscal Year 2003-2004 on file at the Engineering Department. A reduced copy of the map is included as Figure 1 in this report. The lines and dimensions of each lot or parcel within the Street Lighting Improvement Zone and the distinctive assessor’s parcel number is shown on the San Diego County Assessor’s map which is also on file at the Engineering Department. ESTIMATE OF THE COST OF THE IMPROVEMENTS: The estimated total cost of maintaining and servicing the City’s inventory of public street lighting improvements is $1,165,034. The estimated total cost includes the furnishing of all services and materials for the ordinary and usual operation, maintenance and servicing of installed street lights and the provision of electric current. For budgetary purposes, the costs are segregated into three categories of Personnel, Maintenance and Operations, and Capital Improvements. These three categories include the following services and expenditures: City staff assigned to Street Lighting services, City administration (annual audit of City’s street lighting assessment, updating expenditures and segregation of the assessments) engineering and legal expenses, coordination between citizens and City staff for the maintenance of City street lights, providing expertise to City inspectors during inspection of lighting systems, coordinating underground service alert mark-outs for various City departments, performing mark-outs for street light systems, maintaining as-built records of City street light system for future maintenance, monthly updating of the street lighting mapping and inventory database, performing routine night surveillance, checking proposed improvement plans for conformance with City standards regarding street lights, coordinating with Planning, Engineering and Engineer’s of Work to ensure that departmental needs are met, the provision of electrical current and the cost for purchase of capital equipment and new street light facilities. The following table shows the breakdown of the estimated total costs into the three budgetary categories. City of Carlsbad Exhibit 3 con’t. May 22,2003 Street Lighting and Landscaping District No. 1 Preliminary Annual Engineer’s Report - FY 2003-04 Page 3 TOTAL ESTIMATED FY 2003-04 STREET LIGHTING MAINTENANCE & SERVICE COSTS Personnel $1 54,805 Maintenance & Operations $1,010,229 CaPital Imr>rovements $0 ITotal Cost Estimate $1,165,034 I The net assessable amount to be levied upon the assessable lands within the Assessment District is $703,160. This amount is derived by subtracting the amounts of the current improvement fund surplus and contributions from other funding sources from the total cost estimate. The following table shows how the net assessable amount is derived: FY 2003-04 NET ASSESSABLE AMOUNT - STREET LIGHTING MAINTENANCE (Total Cost Estimate $1,165,034 I I Le?ontribution for Services Public Parcels $38.500 I General Benefit Contribution $122,580 Fund Balance from Previous Fiscal Year $953,540 Interest Earned $20,000 I Plus: I Estimated Fund Reserve at end of Fiscal Year $672,746 Net Assessable Amount $703.160 The contribution for services to public parcels has been calculated at $38,500. This contribution is made since public parcels are non-assessable on the County tax rolls, The City’s General Fund will contribute $28,000 and other Special Revenue Funds will contribute $10,500 for this purpose. Any share of the benefits received from an improvement that does not provide a special benefit to the assessed properties is considered to be a general benefit provided by the improvements. The cost of such general benefit is not to be assessed to the properties in the Assessment District, but instead is contributed by the City from the General Fund. For street lighting the City has determined that general benefit is derived exclusively along the City’s arterial roads. The amount of general benefit is established by multiplying the number of arterial street lights by the difference between the average annual cost to maintain a light on an arterial street and a local street. The table below shows the calculation of the cost estimate for general benefit for Street Lights. City of Carlsbad Exhibit 3 con’t. May 22,2003 Street Lighting and Landscaping District No. 1 Preliminary Annual Engineer’s Report - FY 2003-04 Page 4 Lamp Size Number Monthly Monthly Annual Avg Annual (Watts) Lights Total 6,348 $535,528.56 Annual Amount Difference between Subtotal-I & Subtotal-2 General Benefit = Total Est. Cost less public parcel contribution General Benefit Percentage Annual Amount Difference times No. of High Wattage Lights Rate Amount Amount Cost per Light $69.49 70 100 150 Su btotal-I $122,580.36 $1,126,534 10.88% 1,402 $4.35 $6,098.70 $73,184.40 3,089 $5.83 $1 8,008.87 $216,106.44 93 $7.98 $742.14 $8,905.68 4,584 $298.196.52 $65.05 AN ASSESSMENT OF THE ESTIMATED COSTS OF THE IMPROVEMENTS: The lighting and the orderly circulation of traffic directly benefit the developments within the District. The improvements and annexation into the Street Lighting Zone are required for the approval of, and as a consequence of, new development, and thus benefit the respective developments. The lighting is of benefit to abutting parcels as it provides increased property protection, personal safety, visibility, traffic safety, and enhances those areas fronting upon the illuminated street. 200 250 400 Su btotal-2 All of the parcels within the Assessment District are located within the City of Carlsbad and are approved developments or are in the final stages of obtaining approval for a proposed development. As a condition of approval, the developer is required by the City to provide certain standard street lighting for the entire area within the development and pay the energy costs for the initial 18-month period. The units in a development are assessed the following fiscal year after the street lights are energized. Two Zones of benefit have been created within the citywide Street Lighting Zone as follows: Zone 1 - City owned and maintained street lights Zone 2 - Undeveloped property - non-benefiting, not assessed Zone 1 consists of the following eight sub-codes. An example of these codes is included in Appendix A of this Engineer’s Report. CODE AI * CODE B1* Street lights at intersections only (residential) Street lights at intersections and mid-block (residential) 1,117 $10.14 $11,326.38 $135,916.56 640 $1 2.99 $8,313.60 $99,763.20 7 $19.67 $137.69 $1,652.28 1,764 $237,332.04 $1 34.54 City of Carlsbad Exhibit 3 con’t. May 22,2003 Street Lighting and Landscaping District No. 1 Preliminary Annual Engineer’s Report - FY 2003-04 Page 5 CODE C1* Street light spacing at current City engineering standards (residential) CODE D1* City owned street lights on surrounding streets, private lighting within development (single-family residential, only adjacent City lights will be calculated for code assessment cost) Street light spacing at current City standard, condos and apartment buildings, ten units and above CODE E2** CODE F2** CODE G2** Street light spacing at current City standard, commercial and industrial parcels Special lighting and spacing standard, downtown redevelopment area CODE H 1 *** * Street light spacing at current City standard, time shares only The unit rate of assessment for these codes was based on equal shares of cost of maintenance and operation of the total lights within each code at the time of formation. ** The unit rate of assessment for these codes at the time of formation was based on the share of cost of maintenance and operation of total lights as determined by front footage percentage of each parcel in relation to total footage within each code. *** The unit rate of assessment for this code at the time of formation was based on a flat rate per unit. The method of assessment for codes within Zone 1 is based on units as shown in the following table. In the case of codes AI, BI, C1, and DI, a residential dwelling is equal to one benefit unit. In Code E2 condominium dwelling units or apartment buildings with ten units and above are assigned units based on the front footage of these developments. In Code F2 commercial and industrial parcels are assigned units based on the front footage of these developments. Code G2 includes the downtown redevelopment area and units in this code are also based on front footage. Code HI only includes time share units, which are all assigned the same cost per unit. METHOD OF ASSESSMENT FOR STREET LIGHTING Street Lighting Code Benefit Unit AI, BI, C1, D1 Residential dwelling unit = one benefit unit Commercial, residential and redevelopment area = one front foot of street frontage = one benefit unit E2 F2 G2 HI Time shares = $0.20 per weekly unit The Street Lighting Zone assessments will not increase in Fiscal Year 2003-04, and will remain at the same unit rates as assessed in the last seven fiscal years. All new assessor’s parcels, that by petition of the property owner(s) have been added to the Street Lighting Zone, will be calculated at the same unit rates as used in the last seven fiscal years. City of Carlsbad Exhibit 3 con’t. May 22,2003 Street Lighting and Landscaping District No. 1 Preliminary Annual Engineer’s Report - FY 2003-04 Page 6 - - A- 1 B- 1 $23.94 / Unit $14.84 / Unit ’ The rate per assessment unit for Fiscal Year 2003-04 in each of the eight codes is shown in the following table. STREET LIGHTING ASSESSMENT UNIT RATES 1 Street Liahtina Code Rate Der Unit I t _-- - ~ c- 1 $26.00 / Unit I $6.90 / Unit $0.20 / Unit $0.372765 / Foot $0.580858 / Foot G-2 $2.690464 / Foot For the specific assessment on each parcel, reference is made to the Assessment Roll on file at the Engineering Department, which is incorporated herein by this reference as though set forth in full. PART 2 - STREET TREE IMPROVEMENT ZONE PLANS AND SPECIFICATIONS: The improvement work consists of maintenance to all of the approximately 15,000 trees in the public right-of-way, parks, open space areas, and trees at all City facilities. The maintenance consists of pruning, planting, removal and root pruning. The City annually responds to over 600 street tree ordedrequests, removes over 25 trees and plants over 100 trees. The general location of the street tree improvements are as shown on the City’s full-scale map titled “Street Tree Improvement Zone Diagram Location Map for Fiscal Year 2003-2004” on file at the Engineering Department. A reduced copy of the map is included as Figure 2 in this report. DIAGRAM OF THE ASSESSMENT DISTRICT: The diagram of the Assessment District is as shown on the City’s full-scale map titled “Street Tree Improvement Zone Diagram Location Map for Fiscal Year 2003-2004” on file at the Engineering Department. A reduced copy of the map is included as Figure 2 in this report. The lines and dimensions of each lot or parcel within the Street Tree Improvement Zone and the distinctive assessor’s parcel number is shown on the San Diego County Assessor’s map which is also on file at the Engineering Department. ESTIMATE OF THE COST OF THE IMPROVEMENTS: The estimated total cost of maintaining and servicing the City’s inventory of public street tree improvements is $697,979. The estimated total cost includes the furnishing of all services and materials for the ordinary and usual maintenance and servicing of street trees. For budgetary purposes, the costs are segregated into three categories of Personnel, Maintenance and Operations, and Capital Improvements. These three categories include the following services and expenditures: City staff assigned to Street Tree services, City administration (annual audit of City’s street tree assessment, updating expenditures and segregation of the assessments) engineering and legal expenses, coordination between citizens and City staff for the maintenance of City street trees, providing expertise to City inspectors during inspection of the trees, maintaining as-built records of City street tree system for future maintenance, monthly updating of the street tree mapping and inventory database, checking proposed improvement plans for conformance with City standards regarding street trees, coordinating with Planning, Engineering and Engineer’s of Work to ensure that City of Carlsbad Exhibit 3 con’t. May 22,2003 Street Lighting and Landscaping District No. 1 Preliminary Annual Engineer’s Report - FY 2003-04 Page 7 departmental needs are met, the provision of supplies such as pesticides, fertilizer and water for irrigation and the cost for purchase of capital equipment and new street trees. The following table shows the breakdown of the estimated total costs into the three budgetary categories. TOTAL ESTIMATED FY 2003-04 STREET TREE MAINTENANCE & SERVICE COSTS Personnel $373,972 Maintenance & Operations $324,007 Total Cost Estimate $697.979 Capital Improvements $0 The net assessable amount to be levied upon the assessable lands within the Assessment District is $458,092. This amount is derived by subtracting the amounts of the current improvement fund surplus and contributions from other funding sources from the total cost estimate. The following table shows how the net assessable amount is derived: FY 2003-04 NET ASSESSABLE AMOUNT - STREET TREE MAINTENANCE ITotal Cost Estimate $697,979 I Less: Contribution for Services Public Parcels General Benefit Contribution $37.91 1 $90,000 The City has determined the contribution for services to public parcels amounting to $90,000. This contribution from the General Fund is made since public parcels, including City parks and Hosp Grove, are non-assessable on the County tax rolls. Any share of the benefits received from an improvement that does not provide a special benefit to the assessed properties is considered to be a general benefit provided by the improvements. The cost of such general benefit is not to be assessed to the properties in the Assessment District, but instead is contributed by the City from the General Fund. For street trees, the City has determined that the general benefit is the same as in the previous year. AN ASSESSMENT OF THE ESTIMATED COSTS OF THE IMPROVEMENTS: The City’s existing street tree inventory is currently established at approximately 15,000 trees. From 1984 to present, new development has not included street trees in the public right-of-way as part of required street improvements. Street trees that are in the street right-of-way are generally located between the curb and sidewalk and/or property line in the areas of the City as shown in Figure 2. Each property within the Street Tree Improvement Zone receives approximately the same degree of benefit to their property. Therefore, staff established a benefit formula in which each zoned parcel is given an equivalent dwelling unit (EDU) based on the average size of a single-family residential lot in the City of Carlsbad (7,500 square feet or 0.17 acres). Thus, each single-family parcel is given an I5 City of Carlsbad Exhibit 3 con’t. May 22,2003 Street Lighting and Landscaping District No. 1 Preliminary Annual Engineer’s Report - FY 2003-04 Page 8 EDU of 1.0, while most other parcels, as shown on the following table, are given assessments based on acreage to establish an EDU value based on the following formula: Acreage of parcel divided by 0.17 acres = EDUs. This formula was approved by City Council at the June 6, 1989 regular meeting. STREET TREE BENEFIT UNITS AND LAND USE CODES FOmUla: If acres < .20, then Benefit Units (BU) = 1 .O, otherwise BU = 5.9 x Acres (Le. Acres/O.l7) Exhibit 3 con’t. City of Carlsbad May 22,2003 Street Lighting and Landscaping District No. 1 Preliminary Annual Engineer’s Report - FY 2003-04 Page 9 The Street Tree Improvement Zone assessments will not increase in Fiscal Year 2003-04, and will remain at the same unit rate of $36.10 per EDU as assessed in the last seven fiscal years. All new assessor’s parcels, that by petition of the property owner(s) have been added to the Street Tree Improvement Zone, will be calculated at the same unit rate as used in the last seven fiscal years. This unit assessment is applied to 13,920 parcels in the Street Tree Improvement Zone. The total number of EDUs for these parcels amounts to 12,689.52 EDUs. The revenue generated by these parcels amounts to $458,092 (12,689.52 EDUs times $36.10/EDU). For the specific assessment on each parcel, reference is made to the Assessment Roll at the Engineering Department, which is incorporated herein by this reference as though set forth in full. PART 3 - MEDIAN LANDSCAPING IMPROVEMENT ZONE PLANS AND SPECIFICATIONS: The Street Median program provides weekly landscape maintenance and litter control to all City medians and to Redevelopment Landscape improvement areas. It includes maintenance on a weekly basis of approximately 40 acres of landscaped medians and 8 acres of planter boxes, downtown fountain, landscape pockets and parking lots. Maintenance includes trash pick-up, weed control, pruning, planting, pesticide/fertilizer application, removals, replanting, irrigation repaidadjustment, and parking lot sweeping. A contractual median maintenance program provides for contracting, administering and overseeing median maintenance for approximately 35 acres of City medians. The general location of the median landscaping improvements are as shown on the City’s full scale map titled “Street Median Improvement Zone Diagram and Median Facilities Location Map for Fiscal Year 2003-2004” on file at the Engineering Department. A reduced copy of the map is included as Figure 3 in this report. DIAGRAM OF THE ASSESSMENT DISTRICT: The diagram of the Assessment District is as shown on the City’s full scale map titled “Street Median Improvement Zone Diagram and Median Facilities Location Map for Fiscal Year 2003-2004” on file at the Engineering Department. A reduced copy of the map is included as Figure 3 in this report. The lines and dimensions of each lot or parcel within Median Landscaping Improvement Zone and the distinctive assessor’s parcel number is shown on the San Diego County Assessor’s map which is also on file at the Engineering Department. ESTIMATE OF THE COST OF THE IMPROVEMENTS: The estimated total cost of maintaining and servicing the City’s inventory of public street tree improvements is $504,843. The estimated total cost includes the furnishing of all services and materials for the ordinary and usual maintenance and servicing of the median landscaping. For budgetary purposes, the costs are segregated into three categories of Personnel, Maintenance and Operations, and Capital Improvements. These three categories include the following services and expenditures: City staff assigned to Median Landscaping services, City administration (annual audit of City’s median landscaping assessment, updating expenditures and segregation of the assessments) engineering and legal expenses, coordination between citizens and City staff for the maintenance of City medians, providing expertise to City inspectors during inspection of the medians, maintaining as-built records of City street median system for future maintenance, updating of the median mapping and inventory database, checking proposed improvement plans for conformance with City standards regarding medians, coordinating with Planning, Engineering and Engineer’s of Work to ensure that City of Carlsbad Exhibit 3 con’t. May 22,2003 Street Lighting and Landscaping District No. 1 Preliminary Annual Engineer’s Report - FY 2003-04 Page 10 departmental needs are met, the provision of supplies such as pesticides, fertilizer and water for irrigation and the cost for purchase of capital equipment and new improvements for the medians. The following table shows the breakdown of the estimated total costs into the three budgetary categories. TOTAL ESTIMATED FY 2003-04 MEDIAN LANDSCAPING MAINTENANCE & SERVICE COSTS Personnel $1 39,996 Maintenance & Operations $364,847 Total Cost Estimate $504,843 The net assessable amount to be levied upon the assessable lands within the Assessment District is $422,500. This amount is derived by subtracting the amounts of the current improvement fund surplus and contributions from other funding sources from the total cost estimate. The following table shows how the net assessable amount is derived: Capital Improvements $0 FY 2003-04 NET ASSESSABLE AMOUNT - MEDIAN MAINTENANCE Total Cost Estimate $504,843 Less: General Benefit Contribution $34.378 Fund Balance from Previous Fiscal Year $0 General Fund Loan $47,965 Plus: Estimated Fund Reserve at end of Fiscal Year $0 Net Assessable Amount $422,500 Any share of the benefits received from an improvement that does not provide a special benefit to the assessed properties is considered to be a general benefit provided by the improvements. The cost of such general benefit is not to be assessed to the properties in the Assessment District, but instead is contributed by the City from the General Fund. For median landscaping, the City has determined that the general benefit is the same as in the previous year. AN ASSESSMENT OF THE ESTIMATED COSTS OF THE IMPROVEMENTS: The Median Landscaping Improvement Zone to be maintained in Fiscal Year 2003-04 includes one new area on Poinsettia Lane. This brings the current City-maintained street median acreage to a total of approximately 40 acres, which includes both landscaped and hardscaped medians. This service generally benefits all parcels and residents within the City boundaries. Thus, all parcels in the City boundary share in the cost of median maintenance using the same EDU formula as in effect for the Street Tree Improvement Zone. City staff established the benefit formula in which each zoned parcel is given an equivalent dwelling unit (EDU) based on the average size of a single-family residential lot in the City of Carlsbad (7,500 square feet or 0.17 acres). Thus, each single-family parcel is given an EDU of 1.0, while most other parcels, as shown on the following table, are given assessments based on acreage to establish an EDU value based on the following formula: Acreage of parcel divided by 0.17 acres = EDUs. This formula was approved by City Council at the June 6, 1989 regular meeting. Exhibit 3 con’t. City of Carlsbad May 22,2003 Street Lighting and Landscaping District No. 1 Preliminary Annual Engineer’s Report - FY 2003-04 Page 11 LANDSCAPE MAINTENANCE BENEFIT UNITS AND LAND USE CODES Formula: If acres c -20, then Benefit Units (BU) = 1 .O, otherwise BU = 5.9 x Acres (Le. AcredO.17) The Median Landscaping Improvement Zone assessments will not increase in Fiscal Year 2003-04, and will remain at the same unit rate of $8.34 per EDU as assessed in the last seven fiscal years. All new assessor‘s parcels that have been added within the City boundaries are City of Carlsbad Exhibit 3 con’t. May 22,2003 Street Lighting and Landscaping District No. 1 Preliminary Annual Engineer’s Report - FY 2003-04 Page 12 automatically added to the Median Landscaping Improvement Zone and will be calculated at the same unit rate as used in the last seven fiscal years. This unit assessment is applied to 49,472 parcels in the Median Landscaping Improvement Zone. The total number of EDUs for these parcels amounts to 50,659.44 EDUs. The revenue generated by these parcels amounts to $422,500 (50,659.44 EDUs times $8.34/EDU). For the specific assessment on each parcel, reference is made to the Assessment Roll on file at the Engineering Department, which is incorporated herein by this reference as though set forth in full. Pacific Ocean Pacific Ocean Legend E Street Tree Benefit 0 Water Body Aap created by the C/ty of Carlsbad GIS ’oorlionons of this DERIVED PRODUCT ontain geographjc information copynghted ’y SanGlS AN Rights Reserved ~ubymVmOzann.l..).U.* “r-ln -El( m.0 Pacific Ocean Legend 3 Median Landscaping Benefit Zone f Existing Median Locations f " Future Median Locations /-- Median Maintained by Others 3 Water Body lap created by the City of Carlsbad GIs. Portions of this DERIVED PRODUCT contain geographic information copyrighted by SanGIS. All Rights Reserved. ' Printed 6 May 2003 City of Carlsbad GIS -0OMnh. hllmm Exhibit 3 (cont.) APPENDIX “Ayy Examples of Street Lighting Codes Exhibit 3 (cont.) AI CITY LIGHTS AT INTERSECTIONS ONLY Exhibit 3 (cont.) BI CITY LIGHTS AT INTERSECTIONS AND MIDBLOCK Exhibit 3 (cont.) 1 I K u I LA MACARENA AVE. NOT TO SCALE ' JACARANDA AVE. 71' 65' \ J OLIVENHAIN RD. a )J CI CITY LI GHTS SPACING AT CURRENT CITY STANDARDS C Exhibit 3 (cont.) NOT TO SCALE DI CITY LIGHTS ON MAJOR STREETS, PRIVATE LI G HTI NG WITHIN DEVELOPMENT Exhibit 3 (cont.) NOT TO SCALE E2 CITY LIGHTS CONDOS AND APARTMENTS Exhibit 3 (writ.) NOT TO SCALE F2 CITY LIGHTS COMMERCIAL AND INDUSTRIAL ..-. . .$ ... .. - .. I Exhibit 3 (cont.) I G2 CITY LIGHTS REDEVELOPMENT AREA Exhibit 3 (cont.) NOT TO SCALE HI CITY LIGHTS AT TIME SHARE COMPLEX