HomeMy WebLinkAbout2009-05-19; City Council; Resolution 2009-113Exhibit 1
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RESOLUTION NO. 2009-113
2
A RESOLUTION OF THE CITY COUNCIL OF THE
3 CITY OF CARLSBAD, CALIFORNIA, INITIATING
PROCEEDINGS FOR THE ANNUAL LEVY OF
4 ASSESSMENTS AND ORDERING THE
- PREPARATION OF AN ENGINEER'S REPORT FOR A
SPECIAL ASSESSMENT DISTRICT
6
7 WHEREAS, the City Council of the City of Carlsbad, California previously formed
8 a special assessment district pursuant to the terms of the Landscaping and Lighting Act
9 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
11 Lighting and Landscaping District No. 2 (hereinafter referred to as the "Assessment
12
District"); and
13
WHEREAS, the Assessment District is an existing assessment district in which
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assessments are not proposed to be increased as defined by Article XIIID of the
I O
16 California Constitution (Proposition 218) and the Proposition 218 Omnibus
17 Implementation Act, and is therefore exempt from the procedures and requirements
18 pursuant to California Constitution Article XIIID § 5 (a); and
19 WHEREAS, the City Council wishes to initiate proceedings to provide for the
20 annual levy of assessments for the next ensuing fiscal year to provide for the annual
21
costs for maintenance of improvements defined as existing street lighting, median
22
landscaping and street trees ("Improvements"), within the Assessment District.
23
NOW, THEREFORE, IT IS HEREBY RESOLVED AS FOLLOWS:
24
RECITALS25 -
SECTION 1 . That the above recitals are true and correct.
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Exhibit 1
1 DECLARATION OF INTENTION
2 SECTION 2. That the public interest and convenience requires, and it is the
3 intention of this legislative body to levy and collect assessments to pay the annual costs
4 and expenses for the maintenance and/or servicing of the Improvements for the
5
Assessment District, with the Improvements generally described as follows:
6
The maintenance of certain street lighting improvements, street trees, and
7
median landscaping improvements, as set forth and described in the Engineer's Report8
g (the "Report") attached as Exhibit 2 and incorporated herein by this reference. The
10 proposed new improvements to be maintained and serviced caused generally by new
11 development within the Assessment District are described as follows:
12 The maintenance of certain additional street lighting improvements and additional
13 landscaping improvements, including replacement of street trees and median
14 landscaping improvements, all as set forth and described in the Report.
REPORT OF ENGINEER
16
SECTION 3. That the Improvements are hereby referred to Harris & Associates,
17
who is hereby directed to make and file the Report generally containing the following:18
A. Plans and specifications describing the general nature, location and extent
I \y
20 of the Improvements within the Assessment District;
21 B. A diagram for the Assessment District, showing the area and properties
22 proposed to be assessed;
23 C. An estimate of the cost of the maintenance and/or servicing of the
Improvements for the Assessment District for the Fiscal Year 2009-10;
25 D. An assessment of the estimated costs of the maintenance and/or
26
servicing, assessing the net amount upon all assessable lots and/or parcels within the
27
Assessment District in proportion to the benefits received.
6
Exhibit 1
1 That upon completion of the Report, the original shall be filed with the City Clerk,
2 who shall then submit the same to the City Council for its immediate review and
3 consideration which is hereby ordered to be kept on file and open for public inspection
4 in the Office of the City Clerk.
5
FISCAL YEAR
6
SECTION 4. That the Report shall include all costs and expenses of said
7
maintenance and/or servicing relating to the fiscal year commencing July 1, 2009 and8
n ending June 30, 2010.y
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PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council
of the City of Carlsbad on the 19th day of May, 2009, by the following vote to wit:
AYES: Council Members Lewis, Hall, Packard and Blackburn.
NOES: None.
ABSENT: Council Member Kulchin.
LEWIS, Mayor
ATTEST:
LORRAINE M. WOOD, City Clerk
(SEAL)
Exhibit 2
DRAFT
CITY OF CARLSBAD
STREET LIGHTING AND LANDSCAPING DISTRICT NO. 2
PRELIMINARY
ANNUAL ENGINEER'S REPORT
FISCAL YEAR 2009-10
Prepared by:
May 5. 2009
Joan E. Cox, PE Date
Harris & Associates
RCE41965 Exp. 3/31/10
City of Carlsbad DRAFT May 5,2009
Street Lighting and Landscaping District No. 2
PRELIMINARY Annual Engineer's Report - FY 2009-10 Page 1
TABLE OF CONTENTS
Report 2
Part A - Plans and Specifications 3
PartB-Estimate of Cost 5
Part C - Method of Apportionment of Assessment 8
Part D - Assessment Roll 20
Part E - Assessment Diagram 20
H:\Financing Districts\LLD #2\2009-10\LLD2 09-10 Prelim Rpt 5-5-09.docx
City of Carlsbad DRAFT May 5,2009
Street Lighting and Landscaping District No. 2
PRELIMINARY Annual Engineer's Report - FY 2009-10 Page 2
FISCAL YEAR 2009-10
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, Joan E. Cox, 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.
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.
H:\Financing Districts\LLD #2\2009-10\LLD2 09-10 Prelim Rpt 5-5-09.docx
City of Carlsbad DRAFT May 5,2009
Street Lighting and Landscaping District No. 2
PRELIMINARY Annual Engineer's Report - FY 2009-10 Page 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 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, 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 for the irrigation and the maintenance 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 Lighting
Improvements, or for the lighting or operation of the Landscaping Improvements or appurtenant
facilities.
H:\Financing Districts\LLD #2\2009-10\LLD2 09-10 Prelim Rpt 5-5-09.docx
City of Carlsbad DRAFT May 5,2009
Street Lighting and Landscaping District No. 2
PRELIMINARY Annual Engineer's Report - FY 2009-10 Page 4
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.
The plans and specifications for the Improvements, showing the general nature, location and the
extent of the Improvements, are on file in the office of the City Engineer and are by reference herein
made a part of this report.
H:\Financing Districts\LLD #2\2009-10\LLD2 09-10 Prelim Rpt 5-5-09.docx
City of Carlsbad
Street Lighting and Landscaping District No. 2
PRELIMINARY Annual Engineer's Report - FY 2009-10
DRAFT May 5, 2009
Page 5
PARTS
ESTIMATE OF COST
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 2009-10. 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 fond 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 2009-10 Budget
Assessed
Quantity
O&M
Unit
Cost
Repl.
Unit
Cost
Total
O&M/Repl.
Costs
Admin.
Costs
FY 09-10
Annual
Costs
Zone 1 (Calavera Hills II)
100W Light
* 200W Light
** Trees
*** Medians
Zone 2 (Kelly Ranch Core)
100W Light
* 200W Light
Medians
Zone 3 (The Oaks South)
" 100W Light
* 200W Light
** Trees
** Medians
Zone 4 (Thorn pson/Tabata)
100W Light
* 200W Light
** Trees
Medians
50 each
26 each
0 each
37,558 sf
54 each
6 each
38,250 sf
0 each
7 each
0 each
Osf
45 each
8 each
0 each
22,180 sf
$136.13
$187.13
$61.00
$0.31
$136.13
$187.13
$0.31
$136.13
$187.13
$61.00
$0.31
$136.13
$187.13
$61.00
$0.31
$149.73
$149.73
$0.44
$149.73
$149.73
$0.44
$149.73
$149.73
$0.44
$149.73
$149.73
$0.44
$14,293
$7,506
$0
$28,248
$15,436
$1,732
$28,769
$0
$2,021
$0
$0
$12,864
$2,310
$0
$16,682
$189
$99
$0
$373
$204
$23
$380
$0
$27
$0
$0
$170
$31
$0
$220
$14,482
$7,605
$0
$28,621
$50,708
$15,640
$1,755
$29,149
$46,544
$0
$2,048
$0
$0
$2,048
$13,034
$2,341
$0
$16,902
FY 09-10
Annual
Cost/EDU
$44.29 / EDU
$12.45/EDU
$0.00 / EDU
$46.85 / EDU
$34.88 / EDU
$3.71 / EDU
$62.79 / EDU
$0.00 / EDU
$4.07 / EDU
$0.00 / EDU
$0.00 / EDU
$51. 69 /EDU
$9.29 / EDU
$0.00 / EDU
$67.02 / EDU
$32,277
* These lights are on arterial roadways, therefore the Total O&M/Repl. costs have been multiplied by 85.7%
(This is to account for the 14.3% 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
**** 100W or 200W lights are local to Non-Res properties in Zones 5 and 6 and costs are spread to those parcels only
H:\Financing Districts\LLD #2\2009-10\LLD2 09-10 Prelim Rpt 5-5-09.docx
City of Carlsbad
Street Lighting and Landscaping District No. 2
PRELIMINARY Annual Engineer's Report-FY 2009-10
DRAFT May 5, 2009
Page 6
FY 2009-10 Budget (cont'd)
Assessed
Quantity
O&M
Unit
Cost
Repl.
Unit
Cost
Total
O&M/Repl.
Costs
Admin.
Costs
FY 09-10
Annual
Costs
Zone 5 (Palomar Forum/Carlsbad Raceway)
100W Light 7 each
**** 200W Light 12 each
* 200W Light 14 each
Medians 77,211 sf
Zone 6 (Bressi Ranch)
** 100W Light 0 each
**** 100W Light 25 each
**** 200W Light 24 each
* 200W Light 15 each
** Trees 0 each
Medians 81,510 sf
Zone 7 (La Costa Greens)
** 100W Light 0 each
** Collector 100W Light 0 each
* 200W Light 21 each
** Local Trees 0 each
** Collector Trees 0 each
Medians 55,917 sf
Zone 8 (La Costa Ridge)
Collector 100W Light 0 each
* 200W Light 2 each
Collector Trees 0 each
Medians 8,579 sf
Zone 9 (Oaks North Business Park)
100W Light 40 each
Trees 455 each
Zone 10 (Robertson Ranch)
100W Light 66 each
* 200W Light 23 each
** Trees 0 each
Medians 66,500 sf
Zone 11 (The Oaks North Residential)
** 100W Light 0 each
** Collector 100W Light 0 each
* 200W Light 12 each
** Trees 0 each
** Collector Trees 0 each
** Medians 0 sf
** Collector Medians 0 sf
$136.13
$187.13
$187.13
$0.31
$136.13
$136.13
$187.13
$187.13
$61.00
$0.31
$136.13
$136.13
$187.13
$61.00
$61.00
$0.31
$136.13
$187.13
$61.00
$0.31
$136.13
$61.00
$136.13
$187.13
$61.00
$0.31
$136.13
$136.13
$187.13
$61.00
$61.00
$0.31
$0.31
$149.73
$149.73
$149.73
$0.44
$149.73
$149.73
$149.73
$149.73
$0.44
$149.73
$149.73
$149.73
$0.44
$149.73
$149.73
$0.44
$149.73
$149.73
$149.73
$0.44
$149.73
$149.73
$149.73
$0.44
$0.44
$2,001
$4,042
$4,042
$58,072
$0
$7,147
$8,085
$4,330
$0
$61,306
$0
$0
$6,062
$0
$0
$42,057
$0
$577
$0
$6,452
$1 1 ,434
$27,753
$18,867
$6,640
$0
$50,016
$0
$0
$3,464
$0
$0
$0
$0
$26
$53
$53
$767
$0
$94
$107
$57
$0
$810
$0
$0
$80
$0
$0
$556
$0
$8
$0
$85
$151
$367
$249
$88
$0
$661
$0
$0
$46
$0
$0
$0
$0
$2,027
$4,095
$4,095
$58,839
$69,056
$0
$7,241
$8,192
$4,387
$0
$62,116
$81,936
$0
$0
$6,142
$0
$0
$42,613
$48,755
$0
$585
$0
$6,537
$7,122
$11,585
$28,120
$39,705
$19,116
$6,728
$0
$50,677
$76,521
$0
$0
$3,510
$0
$0
$0
$0
FY 09-10
Annual
Cost/EDU
$6.49 / EDU
$7.92 / EDU
$4.94 / EDU
$70.93 / EDU
$0.00 / EDU
$7.74 / EDU
$8.76 / EDU
$2.82 / EDU
$0.00 / EDU
$39.89 / EDU
$0.00 / EDU
$0.00 / EDU
$5.05 / EDU
$0.00 / EDU
$0.00 / EDU
$34.99 / EDU
$0.00 / EDU
$1.79 /EDU
$0.00 / EDU
$19.97 /EDU
$11. 22 /EDU
$27.24 / EDU
$38.60 / EDU
$12.75 /EDU
$0.00 / EDU
$96.04 / EDU
$0.00 / EDU
$0.00 / EDU
$7.54 / EDU
$0.00 / EDU
$0.00 / EDU
$0.00 / EDU
$0.00 / EDU
$3,510
Subtotal Annual Costs: $452,208 $5,974 | $458,182 |
* These lights are on arterial roadways, therefore the Total O&M/Repl. costs have been multiplied by 85.7%
(This is to account for the 14.3% 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
"** 100W or 200W lights are local to Non-Res properties in Zones 5 and 6 and costs are spread to those parcels only
H:\Financing DistrictsVLLD #2\2009-10\LLD2 09-10 Prelim Rpt 5-5-09.docx
City of Carlsbad DRAFT May 5,2009
Street Lighting and Landscaping District No. 2
PRELIMINARY Annual Engineer's Report - FY 2009-10 Page 7
FY 2009-10 Budget (cont'cO
Administrative Costs
Annual Administration $5,500
County Levy Fee $476
Replacement Reserve $190,109
Fund Balance as of July 1 of Current FY ($190,109)
Subtotal Administrative Costs: $5,976
FY 09-10 Annual Assessment: $458,184
H:\Financing Districts\LLD #2\2009-10\LLD2 09-10 Prelim Rpt 5-5-09.docx
City of Carlsbad DRAFT May 5,2009
Street Lighting and Landscaping District No. 2
PRELIMINARY Annual Engineer's Report - FY 2009-10 Page 8
PARTC
METHOD OF APPORTIONMENT OF ASSESSMENT
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
consists of 100 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.
H:\Financing Districts\LLD #2\2009-10\LLD2 09-10 Prelim Rpt 5-5-09.docx
City of Carlsbad
Street Lighting and Landscaping District No. 2
PRELIMINARY Annual Engineer's Report - FY 2009-10
DRAFT May 5, 2009
Page 9
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 consists of 200 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 100 watt lights) and arterial roadways require 22,000 lumen lights
(typically 200 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 table below shows the calculation of the cost estimate for
general benefit for streetlights.
FY 2009-10 COST ESTIMATE COMPARISON OF ELECTRICAL
COSTS FOR THE VARIOUS STREET LIGHTS WITHIN THE CITY
Lamp Size
(Watts)
Number
Lights
Monthly
Rate
Monthly
Amount
Annual
Amount
Avg Annual
Cost per Light
Low wattage (9,500 lumen) lights for local/collector streets:
70
100
150
Subtotal-1
1,435
3,430
94
4,959
$4.12
$5.72
$7.85
$5,912.20
$19,619.60
$737.90
$70,946.40
$235,435.20
$8,854.80
$315,236.40 $63.57
High wattage (22,000 lumen) lights for arterial streets:
200
250
400
Subtotal-2
1,260
874
7
2,141
$9.99
$12.72
$19.34
$12,587.40
$11,117.28
$135.38
$151,048.80
$133,407.36
$1 ,624.56
$286,080.72 $133.62
Total 7,100 $601,317.12
Annual Amount Difference between Subtotal-1 & Subtotal-2
General Benefit =
(Annual Amount Difference) x (No. of High Wattage Lights)
Total FY 2009-10 Est. Cost for all street lighting*
Estimated General Benefit Percentage
* Based on preliminary budget estimates
$70.05
$149,980.47
$1,049,943
14.3%
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City of Carlsbad DRAFT May 5,2009
Street Lighting and Landscaping District No. 2
PRELIMINARY Annual Engineer's Report - FY 2009-10 Page 10
Therefore, 14.3% of the Street Lighting Improvements on the City's arterial roadways are
considered general benefit, and only 85.7% 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.
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.
m There are no general benefits associated with local street trees.
• 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 ten 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
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City of Carlsbad DRAFT May 5,2009
Street Lighting and Landscaping District No. 2
PRELIMINARY Annual Engineer's Report - FY 2009-10 Page 11
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 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 1.00-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 5 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 future 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.
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City of Carlsbad DRAFT May 5,2009
Street Lighting and Landscaping District No. 2
PRELIMINARY Annual Engineer's Report - FY 2009-10 Page 12
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 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 such 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.
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City of Carlsbad DRAFT May 5,2009
Street Lighting and Landscaping District No. 2
PRELIMINARY Annual Engineer's Report - FY 2009-10 Page 13
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.
The Palomar Forum development is located along the northerly side of Palomar Airport Road,
east of Melrose Drive, and is comprised of 51.62 acres of Non-Res and 1.71 acres of Park that
have 100 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 86.20 acres of Non-Res that has 200 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
such 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 frees 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 frees. There are also 161.89 acres of
Non-Res development that have 100 watt and 200 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 7.56 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
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City of Carlsbad DRAFT May 5,2009
Street Lighting and Landscaping District No. 2
PRELIMINARY Annual Engineer's Report - FY 2009-10 Page 14
9.69 acres of Non-Res and 44 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 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 such 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 frees
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
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City of Carlsbad DRAFT May 5,2009
Street Lighting and Landscaping District No. 2
PRELIMINARY Annual Engineer's Report - FY 2009-10 Page 15
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 such 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.
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 is 129.8 acres of non-residential ("Non-Res") 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 APT units, SFA units, SFD units, and a 1.7 acre Park that all have
local trees and local street lights in the public streets directly adjacent to them. There is a 13.5
acre Park that is part of the Robertson Ranch West Village, but directly adjacent to the East
Village and takes access off of Cannon Road and Wind Trail Way. There is a 3.2 acre unplanned
area and a 2.9 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 such 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.
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City of Carlsbad DRAFT May 5,2009
Street Lighting and Landscaping District No. 2
PRELIMINARY Annual Engineer's Report - FY 2009-10 Page 16
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
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 such 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 7.76 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.
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 ("EDU's") 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 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.
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City of Carlsbad DRAFT May 5,2009
Street Lighting and Landscaping District No. 2
PRELIMINARY Annual Engineer's Report - FY 2009-10 Page 17
Apartment (APT) Residential. APT residential uses, also known as multifamily 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
Land Use EDU Rate
Single Family Detached Res (SFD) 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
DU = Dwelling Unit
The table below provides the EDU's for the various types of special benefits associated with each
Zone, FY 2009-10 budget rates and the calculated maximum assessment rates for FY 2009-10. The
FY 2009-10 assessment rate will be the lesser of the budget rate and the maximum rate.
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City of Carlsbad
Street Lighting and Landscaping District No. 2
PRELIMINARY Annual Engineer's Report - FY 2009-10
DRAFT May 5, 2009
Page 18
Estimated FY 2009-10 Assessment Allocation and Rates
Development DU Acres
Zone 1 - Calavera Hills II
Village E - SFA (NLL) 1 17
Village H - Non-Res (NLL) 2.00
Village K - SFD 84
Village L-2-SFD 14
Village U - SFA (NLL) 135
Village W - SFD 1 14
Village X- Non-Res (NLL) utility 0.08
Village X - SFD 1 15
Village Y - APT (NLL) 106
VillageY -Non-Res (NLL) 1.05
Zone 2 - Kelly Ranch Core
SFD 147
APT 451
Non-Res 2.61
Non-Res (NLL) 2.63
Non-Res (NLL) utility 1.48
Park 0.49
SFD (NAP) 6
Vacant (NAP) 5.67
Zone 3 - The Oaks South
SFD 494
Non-Res 1 .62
Zone 4 - Thorn pson/Tabata
SFD 233
SFA 24
Zone 5 - Palomar Forum/Carlsbad Raceway
Park 1.71
Non-Res-100W 51.63
Non-Res-200W 86.2
Zone 6 - Bressi Ranch
Non-Res 155.97
Park 12.38
SFD 498
SFA 100
SF Estates 25
Zone 7 -The Greens
Non-Res-NLL 14.96
Non-Res 12.77
Park 5.88
Park-NC 1.72
Park-NLT 3211
SFA 86
SFA-NLL 44
SFD 484
SFD-NC 107
SF Estates 64
APT (NAP) 180
Non-Res (NAP) 0.65
Park-NLL(NAP) 80.81
Zone 8 -The Ridge
PARK 0.18
SFD 53
SFD-NCT 262
Non-Res (NAP) 2.0
Zone 9 -Oaks North Business Park
Non-Res 172.1
Local
Light
EDU
84.0
14.0
114.0
115.0
327.0
147.0
270.6
15.7
0.7
6.0
8.5
448.5
494.0
9.7
503.7
233.0
19.2
252.2
2.6
309.8
517.2
829.5
935.8
18.6
498.0
80.0
1532.4
76.6
8.8
2.6
68.8
484.0
107.0
108.0
3.9
859.7
1,032.3
1 ,032.3
Collector
Local
Light
EDU
8.8
48.2
484.0
64.0
605.0
0.3
53.0
262.0
12.0
327.3
Arterial
Light
EDU
93.6
12.0
84.0
14.0
108.0
114.0
0.5
115.0
63.6
6.3
611.0
147.0
270.6
15.7
15.8
8.9
0.7
6.0
8.5
473.2
494.0
9.7
503.7
233.0
19.2
252.2
2.6
309.8
517.2
829.5
935.8
18.6
498.0
800
25.0
1557.4
89.8
76.6
8.8
2.6
48.2
68.8
35.2
484.0
107.0
64.0
108.0
3.9
121.2
1218.1
0.3
53.0
262.0
12.0
327.3
Tree
EDU
84.0
14.0
114.0
115.0
327.0
494.0
9.7
503.7
233.0
233.0
18.6
498.0
516.6
89.8
76.6
8.8
2.6
68.8
35.2
484.0
107.0
108.0
3.9
984.7
1,032.3
1,032.3
Collector
Tree
EDU
8.8
48.2
484.0
64.0
605.0
0.3
53.0
53.3
Median
EDU
93.6
12.0
84.0
14.0
108.0
114.0
0.5
115.0
63.6
6.3
611.0
147.0
270.6
15.7
15.8
0.7
6.0
8.5
464.3
494.0
9.7
503.7
233.0
19.2
252.2
2.6
309.8
517.2
829.5
935.8
18.6
498.0
80.0
25.0
1557.4
89.8
76.6
8.8
2.6
48.2
68.8
35.2
484.0
107.0
64.0
108.0
3.9
121.2
1218.1
0.3
53.0
262.0
12.0
327.3
Collector
Median
EDU
FY 09-10
Budget
Rate
($/EDU)
$59.30
$59.30
$103.59
$103.59
$59.30
$103.59
$59.30
$103.59
$59.30
$59.30
$101.38
$101.38
$101.38
$66.50
$3.83
$101.38
$101.38
$101.38
$4.07
$4.07
$128.00
$128.00
$82.36
$82.36
$83.79
$59.21
$42.71
$42.71
$42.71
$42.71
$40.04
$40.04
$40.04
$40.04
$40.04
$40.04
$40.04
$40.04
$40.04
$40.04
$40.04
$40.04
$40.04
$21.76
$21.76
$21.76
$21.76
$38.46
FY 09-10
Asrnt
Rate*
(S/EDU)
$59.30
$59.30
$103.59
$103.59
$59.30
$103.59
$59.30
$103.59
$59.30
$59.30
$101.38
$101.38
$101.38
$66.50
$3.83
$101.38
$101.38
$101.38
$4.07
$4.07
$128.00
$120.82
$82.36
$82.36
$83.79
$5921
$42.71
$42.71
$42.71
$42.71
$40.04
$40.04
$40.04
$40.04
$40.04
$40.04
$40.04
$40.04
$40.04
$40.04
$40.04
$40.04
$40.04
$21 .76
$21 .76
$21.76
$21.76
$38.46
FY 08-09
Maximum
Rates
($/EDU)
$64.24
$64.24
$185.68
$185.68
$6424
$185.68
$64.24
$185.68
$6424
$64.24
$112.58
$112.58
$112.58
$69.04
$5.01
$112.58
$112.58
$112.58
$394.27
$394.27
$207.87
$117.07
$153.95
$153.95
$92.50
$6823
$204.46
$204.46
$133.75
$52.85
$240.79
$297.77
$367.14
$297.77
$183.20
$297.77
$240.79
$367.14
$297.77
$183.20
$297.77
$297.77
$113.81
$64.77
$64.77
$35.37
$35.37
$49.28
CPI
Adj.
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
FY 09-10
Maximum
Rates
($/EDU)
$66.30
$66.30
$191.62
$191.62
$66.30
$191.62
$66.30
$191.62
$66.30
$66.30
$116.18
$116.18
$116.18
$71.25
$5.17
$116.18
$116.18
$116.18
$406.89
$406.89
$214.52
$120.82
$158.88
$158.88
$95.46
$70.41
$211.00
$211.00
$138.03
$54.54
$248.50
$307.30
$378.89
$307.30
$189.06
$307.30
$248.50
$378.89
$307.30
$189.06
$307.30
$307.30
$117.45
$66.84
$66.84
$36.50
$36.50
$50.86
NC = No Collector Lights/Trees NLL = No Local Lights NLT = No Local Trees DU = Dwelling Unit
* The FY 2009-10 Assessment Rate will be the lesser of the Budget Rate and the Maximum Rate
NAP = Not a Part
H:\Financing Districts\LLD #2\2009-10\LLD2 09-10 Prelim Rpt 5-5-09.docx
City of Carlsbad
Street Lighting and Landscaping District No. 2
PRELIMINARY Annual Engineer's Report - FY 2009-10
DRAFT May 5, 2009
Page 19
Estimated FY 2009-10 Assessment Allocation and Rates (cont'd)
Development DU Acres
Zone 10 - Robertson Ranch East Village
APT 78
SFA 84
SFD 304
Park 16.12
SFD 16
Non-Res (Util) 2.9
Vacant 4.37
Non-Res (NAP) 6.7
Vacant (NAP) 5.70
Zone 11 - Oaks North Residential
SFD 284
SFD (NIL) 43
APT 168
Park 2.26
Non-Res (NLL) 5.71
Local
Light
EDU
46.8
67.2
304.0
24.18
12.8
4020
495.2
284.0
3.39
287.4
Collector
Local
Light
EDU
284.0
43.0
100.8
3.39
34.26
465.5
Arterial
Light
EDU
46.8
67.2
304.0
24.18
12.8
17.40
6.56
40.20
8.55
527.7
284.0
43.0
100.8
3.39
34.26
465.5
Local
Tree
EDU
46.8
67.2
304.0
24.18
12.8
40.20
495.2
284.0
3.39
287.4
Collector
Tree
EDU
284.0
43.0
100.8
3.39
34 26
465.5
Median
EDU
46.8
67.2
304.0
24.18
12.8
17.40
6.56
40.20
8.55
527.7
284.0
43.0
100.8
3.39
34.26
465.5
Collector
Median
EDU
284.0
43.0
100.8
3.39
34.26
465.5
FY 09-10
Budget
Rate
($/EDU)
$147.39
$147.39
$147.39
$147.39
$147.39
$108.79
$108.79
$147.39
$108.79
$7.54
$7.54
$7.54
$7.54
$7.54
FY 09-10
Asmt
Rate*
(S/EDU)
$147.39
$147.39
$147.39
$147.39
$147.39
$108.79
$108.79
$147.39
$108.79
$7.54
$7.54
$7.54
$7.54
$7.54
FY 08-09
Maximum
Rates
($/EDU)
$224.52
$224.52
$224.52
$224.52
$224.52
$113.17
$113.17
$224.52
$113.17
$313.32
$169.62
$169.62
$313.32
$169.62
CPI
Adj.
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
3.2%
FY 09-10
Maximum
Rates
($/EDU)
$231.70
$231.70
$231.70
$231.70
$231.70
$116.79
$116.79
$231.70
$116.79
$323.35
$175.05
$175.05
$323.35
$175.05
NC = No Collector Lights/Trees NLL = No Local Lights NLT = No Local Trees DU = Dwelling Unit NAP = Not a Part
* The FY 2009-10 Assessment Rate will be the lesser of the Budget Rate and the Maximum Rate
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.)
H:\Financing Districts\LLD #2\2009-10\LLD2 09-10 Prelim Rpt 5-5-09.docx
City of Carlsbad DRAFT May 5,2009
Street Lighting and Landscaping District No. 2
PRELIMINARY Annual Engineer's Report - FY 2009-10 Page 20
PARTD
ASSESSMENT ROLL
The Assessment Roll is a listing of the proposed maximum assessment for Fiscal Year 2009-10
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 Office of the City Clerk 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.
PARTE
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.
H:\Financing Districts\LLD #2\2009-10\LLD2 09-10 Prelim Rpt 5-5-09.docx
Lighting and Landscape
District 2
for Fiscal Year 2009-10
PACIFIC OCEAN
Development
Zone 1 -
•H Zone 2 -
•i Zone 3 -
Zone 4 -
Zone 5 -
Zone 6 -
Zone 7 -
Zone 8 -
Zone 9 -
Zone 10
Zone 11
Zone 10
Robertson
Ranch
Zone 2
Kelly Ranch
Zone 9
The Oaks North
Industrial
Zone 6
Bressi Ranch
Zone 5
Palomar ForurrA
Raceway
Zone 4
Thompson/
Tabata
Zone 7
The Greens
Zone 8
The Ridge
ResidentialZone 3
The Oaks
South
Name
Calavera Hills
Kelly Ranch
The Oaks South
Thompson/Tabata
Palomar Forum/Raceway
Bressi Ranch
The Greens
The Ridge
The Oaks North Industrial
- Robertson Ranch
- The Oaks North Residential
K=Miles
ip created by the City of Carlsbad CIS.