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HomeMy WebLinkAbout2014-05-20; City Council; Resolution 2014-087Exhibit 1 20 21 22 23 24 25 26 27 28 RESOLUTION NO. 2014-087 1 2 „ A RESOLUTION OF THE CITY COUNCIL OF THE CITY 3 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 4 5 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 ^ of 1972, (Division 15, Part 2 ofthe State Streets and Highways Code, commencing with Section 22500), the special assessment district Is known and designated as Street Lighting and Landscaping District No. 2 (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 as defined by Article XIIID ofthe California 10 11 12 13 14 15 Constitution (Proposition 218) and the Proposition 218 Omnibus Implementation Act, and 17 is therefore exempt from the procedures and requirements pursuant to California 18 Constitution Article XIIID § 5 (a); and 19 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. 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 Exhibit 1 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 2 and incorporated herein by this reference. The proposed new Improvements to be maintained and serviced caused generally by new development within the Assessment District are described as follows: The maintenance of certain additional street lighting Improvements and additional landscaping Improvements, Including replacement of street trees and median landscaping improvements, all as set forth and described In the Report. 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. A diagram for the Assessment District, showing the area and properties proposed to be assessed; C. An estimate of the cost of the maintenance and/or servicing of the Improvements for the Assessment District for the Fiscal Year 2014-15; D. An assessment of the estimated costs of the maintenance and/or servicing, assessing the net amount upon all assessable lots and/or parcels within the Assessment District In proportion to the benefits received. G> 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 Exhibit 1 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. FISCAL YEAR SECTION 4. That the Report shall Include all costs and expenses of said maintenance and/or servicing relating to the fiscal year commencing July 1, 2014 and ending June 30, 2015. 1 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 PASSED, APPROVED AND ADOPTED at a Regular Meeting ofthe City Council ofthe City of Carlsbad on the 20th day of May 2014, by the following vote to wit: AYES: NOES: Council Members Hall, Packard, Wood, Schumacher, Blackburn. None. ABSENT: None. ATTEST: BARBARA ENGLESONS-City Clerk -nc O: Exhibit 2 DRAFT CITY OF CARLSBAD STREET LIGHTING AND LANDSCAPING DISTRICT NO. 2 FINAL ANNUAL ENGINEER'S REPORT FISCAL YEAR 2014-15 Prepared by: Mav 6. 2014 K. Dennis Kllngelhofer, PE Harris & Associates RCE 50255 Exp. 6/30/15 Date City of Carlsbad May 6, 2014 Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report - FY 2014-15 Page 1 TABLE OF CONTENTS Report 2 Part A - Plans and Specifications 3 Part B - Estimate of Cost 5 Part C - Method of Apportionment of Assessment 8 Part D - Assessment Roll 22 Part E - Assessment Diagram 22 Q:\Carlsbad\Annual Admin\FY 14-15\LLMD2\report\LLD2 14-15 Final Rpt - DRAFT.docx City of Carlsbad May 6, 2014 Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report - FY 2014-15 Rage 2 FISCAL YEAR 2014-15 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 ofthe Califomia Constitution ("Article XIIID") and the Proposition 218 Omnibus Implementation Act (Govemment 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 Califomia, in connection with the proceedings for: STREET LIGHTING AND LANDSCAPING DISTRICT NO. 2 hereinafter referred to as the "Maintenance District" or "District", I, K. Dennis Klingelhofer, 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. Q:\Carlsbad\Annual Admin\FY 14-15\LLMD2\report\LLD2 14-15 Final Rpt - DRAFT.docx I I City of Carlsbad May 6, 2014 Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report - FY 2014-15 Page 3 PART A PLANS AND SPECIFICATIONS The improvements, which have been constmcted or which may be subsequently constmcted 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, shmbbery, trees, irrigation systems, hardscapes and fixtures in public street and sidewalk rights-of-way, including medians, parkways and other easements dedicated to the City of Carlsbad within the boundaries of the Maintenance District. Street Lighting and Appurtenant Improvements Street lighting improvements (collectively, the "Street Lighting Improvements") include but are not limited to: poles, fixtures, bulbs, conduits, conductors, equipment including guys, anchors, posts and pedestals, metering devices and appurtenant facilities as required to provide lighting and traffic signals in public street and sidewalk rights-of-way and other easements dedicated to the City of Carlsbad within the boundaries of the Maintenance District. The public lighting system shall be maintained to provide adequate illumination. Electricity for streetlights shall be fumished 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 Califomia Public Utilities Commission. DESCRIPTION OF MAINTENANCE AND SERVICES Maintenance means the fumishing of services and materials for the ordinary and usual maintenance, operation and servicing of the Landscaping Improvements and the Street Lighting Improvements facilities and appurtenant facilities, including repair, refurbishment, removal or replacement of all or part of any of the Landscaping Improvements and the Street Lighting Improvements or appurtenant facilities; providing for the life, growth, health and beauty of the Landscaping Improvements, including cultivation, irrigation, trimming, spraying, fertilizing and treating for disease or injury; the removal of trimmings, mbbish, debris and other solid waste; and the cleaning, sandblasting, and painting of walls and other improvements to remove or cover graffiti. Servicing means the fumishing of water and electrical current or energy for the irrigation of the Landscaping Improvements and the maintenance of any Street Lighting Improvements or appurtenant facilities and the fiimishing 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. Q:\Carlsbad\AnnualAdmin\FY 14-15\LLMD2\report\LLD2 14-15 Final Rpt - DRAFT.docx City of Carlsbad May 6,2014 Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report - FY 2014-15 Page 4 The Street Lighting Improvements shall be maintained to provide adequate illumination. Electricity for streetlights shall be fumished by SDG&E, and it shall be adequate for the intended purpose. Rates for power shall be those authorized by the Califomia 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 Fomm Development and the Carlsbad Raceway Development and fimds 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 fiinds the operation and maintenance of street lighting, street trees, and medians. Zone 8 - Encompasses the La Costa Ridge Development, including Village 2.6, and funds the operation and maintenance of street lighting, street trees, and medians. Zone 9 - Encompasses the Oaks North Business Park Development and funds the operation and maintenance of street lighting and street trees. Zone 10 - Encompasses the east village of the Robertson Ranch Development and funds the operation and maintenance of street lighting, street trees, and medians. Zone 11 - Encompasses the Oaks North Residential Development and funds the operation and maintenance of street lighting, street trees, and medians. Zone 12 - Encompasses the La Costa Town Square Development and funds the operation and maintenance of street lighting, street trees, and medians. Zone 13 - Encompasses the Fair Oaks Valley Development and funds the operation and maintenance of street lighting and street trees. 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. Q:\Carlsbad\Annual AdminVFY 14-15\LLMD2\report\LLD2 14-15 Final Rpt - DRAFT.docx City of Carlsbad Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report - FY 2014-15 May 6, 2014 Page 5 PARTB 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 2014-15. The 1972 Act provides that the total cost of the maintenance and services, together with incidental expenses, may be financed from the assessment proceeds. The incidental expenses may include engineering fees, legal fees, printing, mailing, postage, publishing, and all other related costs identified with the district proceedings. Please see Part C of this Report for a description of Equivalent Dwelling Units (EDU's) and the apportionment formula. The Assessment Law requires that a special fund be set-up for the revenues and expenditures of the District. Funds raised by assessment shall be used only for the purpose as stated herein. The city may advance funds to the District, if needed, to ensure adequate cash flow, and will be reimbursed for any such advances upon receipt of assessments. Any surplus or deficit remaining on June 30 must be carried over to the next fiscal year. FY 2014-15 Budget Assessed Quantity O&M Unit Cost Repl. Unit Cost Total O&M/Repl. Costs Admin. Costs FY 14-15 Annual Costs FY 14-15 Annual Cost/EDU Zone 1 (Calavera Hills II) 40W Light 50 each $113.00 $166.45 $13,972 $171 $14,143 $43.26 / EDU * 100W Light ** Trees *** IVIedians 26 each 0 each 37,558 sf $129.37 $89.88 $0.35 $147.61 $0.49 $7,201 $0 $31,536 $88 $0 $386 $7,289 $0 $31,922 $11.94 / EDU $0.00 / EDU $52.25 / EDU Zbne 2 (Kelly Ranch Core) 40W Light 54 each $113.00 $166.45 $15,090 $185 $53,354 $15,275 $34.06 / EDU * 100W Light Medians 6 each 38,250 sf $129.37 $0.35 $147.61 $0.49 $1,662 $32,117 $20 $393 $1,682 $32,510 $3.56 / EDU $70.03 / EDU Zone 3 (The Oaks South) " 100W Light * 100W Light 0 each 7 each $145.88 $129.37 $166.45 $147.61 $0 $1,939 $0 $24 $49,467 $0 $1,963 $0.00 / EDU $3.90 / EDU ** Trees " IVIedians 0 each 0 sf $89.88 $0.35 $0.49 $0 $0 $0 $0 $0 $0 $0.00 / EDU $0.00 / EDU Zbne 4 (Thompson/Tabata) 40W Light 45 each $113.00 $166.45 $12,575 $154 $1,963 $12,729 $50.48 / EDU * 100W Light 8 each $129.37 $147.61 $2,216 $27 $2,243 $8.90 / EDU " Trees 0 each $89.88 $0 $0 $0 $0.00 / EDU Medians 22,180 sf $0.35 $0.49 $18,623 $228 $18,851 $74.75 / EDU $33,823 * These lights are on arterial roadways, therefore the O&M and Repl. costs have been multiplied by 88.7% (This is to account forthe 11.3% General Benefit fbr Arterial Roadways) ** These budgets are $0 due to HOA maintenance and servicing, these lights were not part of the Lighting Retrofit projecl *** Portion of total median area attributable only to Calavera Hills II **** 40W or 100W lights are local to Non-Res properties in Zones 5 and 6 and costs are spread to those parcels only Q:\Carisbad\Annual AdminVFY 14-15\LLMD2\report\LLD2 14-15 Final Rpt - DRAFT.docx City of Carlsbad Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report - FY 2014-15 May 6, 2014 Page 6 FY 2014-15 Budget (cont'd) Assessed Quantity O&IV! Unit Cost Repl. Unit Cost Total O&IM/Repi. Costs Admin. Costs FY 14-15 Annual Costs FY 14-15 Annual Cost/EDU Zone 5 (Palomar Forum/Carlsbad Raceway) 40W Light 15 each $113.00 $166.45 $4,192 $51 $4,243 $6.27 / EDU **** 100W Light 4 each $145.88 $166.45 $1,249 $15 $1,264 $8.27 / EDU * 100W Light 14 each $129.37 $147.61 $3,878 $48 $3,926 $4.74 / EDU Medians 77,211 sf $0.35 $0.49 $64,830 $794 $65,624 $79.10/EDU Zbne 6 (Bressi Ranch) $75,057 ** 100W Light 0 each $145.88 $166.45 $0 $0 $0 $0.00 / EDU *"* 40W Light 25 each $113.00 $166.45 $6,986 $86 $7,072 $7.84 / EDU **** 100W Light 24 each $145.88 $166.45 $7,496 $92 $7,588 $8.41 / EDU * 100W Light 15 each $129.37 $147.61 K155 $51 $4,206 $2.76 / EDU ** Trees 0 each $89.88 $0 $0 $0 $0.00 / EDU Medians 81,510 sf $0.35 $0.49 $68,440 $838 $69,278 $45.46 / EDU Zone 7 (La Costa Greens) $88,144 ** 100W Light 0 each $145.88 $166.45 $0 $0 $0 $0.00 / EDU ** Collector 100W Light 0 each $145.88 $166.45 $0 $0 $0 $0.00 / EDU * 100W Light 21 each $129.37 $147.61 $5,816 $71 $5,887 $4.86 / EDU ** Local Trees 0 each $89.88 $0 $0 $0 $0.00 / EDU ** Collector Trees 0 each $89.88 $0 $0 $0 $0.00 / EDU Medians 55,917 sf $0.35 $0.49 $46,951 $575 $47,526 $39.18 / EDU Zone 8 (La Costa Ridge) $53,413 Collector 100W Light 0 each $145.88 $166.45 $0 $0 $0 $0.00 / EDU * 100W Light 2 each $129.37 $147.61 $554 $7 $561 $1.77/EDU Collector Trees 0 each $89.88 $0 $0 $0 $0.00 / EDU Medians 8,579 sf $0.35 $0.49 $7,203 $88 $7,291 $22.95 / EDU Zone 9 (Oaks North Business Park) $7,852 40W Light 18 each $113.00 $166.45 $5,030 $62 $5,092 $4.93 / EDU 100W Light 17 each $145.88 $166.45 $5,310 $65 $5,375 $5.21 / EDU Trees 455 each $89.88 $40,897 $501 $41,398 $40.11 / EDU Zone 10 (Robertson Ranch) $51,865 40W Light 66 each $113.00 $166.45 $18,444 $226 $18,670 $37.30 / EDU * 100W Light 23 each $129.37 $147.61 $6,370 $78 $6,448 $12.03 / EDU ** Trees 0 each $89.88 $0 $0 $0 $0.00 / EDU Medians 66,500 sf $0.35 $0.49 $55,837 $684 $56,521 $105.46 / EDU Zone 11 (The Oaks North Residential) $81,639 ** 100W Light 0 each $145.88 $166.45 $0 $0 $0 $0.00 / EDU ** Collector 10OW Light 0 each $145.88 $166.45 $0 $0 $0 $0.00 / EDU * 100W Light 12 each $129.37 $147.61 $3,324 $41 $3,365 $7.25 / EDU ** Trees 0 each $89.88 $0 $0 $0 $0.00 / EDU ** Collector Trees 0 each $89.88 $0 $0 $0 $0.00 / EDU ** Medians 0 sf $0.35 $0.49 $0 $0 $0 $0.00 / EDU ** Collector Medians 0 sf $0.35 $0.49 $0 $0 $0 $0.00 / EDU $3,365 * These lights are on arterial roadways, therefore the O&M and Repl. costs have been multiplied by 88.7% (This is to account forthe 11.3% General Benefit fbr Arterial Roadways) ** These budgets are $0 due to HOA maintenance and servicing, these lights were not part of the Lighting Retrofit project *** Portion of total median area attributable only to Calavera Hills II **** 40W or 100W lights are local to Non-Res properties in Zones 5 and 6 and costs are spread to those parcels only Q:\Carlsbad\Annual Admin\FY 14-15\LLMD2\report\LLD2 14-15 Final Rpt - DRAFT.docx \6 City of Carlsbad Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report - FY 2014-15 May 6, 2014 Page 7 FY 2014-15 Budget (cont'd) O&IVI Repl. Total FY 14-15 FY 14-15 Assessed Unit Unit O&M/Repl. Admin. Annual Annual Quantity Cost Cost Costs Costs Costs Cost/EDU Zone 12 (La Costa Town Square) 40W Light 11 each $113.00 $166.45 $3,074 $38 $3,112 $49.40 / EDU Collector 40W Light 7 each $113.00 $166.45 $1,956 $24 $1,980 $6.10/EDU * 100W Light 7 each $129.37 $147.61 $1,939 $24 $1,963 $5.84 / EDU ** Local Trees 0 each $89.88 $0 $0 $0 $0.00 / EDU ** Collector Trees 0 each $89.88 $0 $0 $0 $0.00 / EDU ** Arterial Trees 0 sf $89.88 $0 $0 $0 $0.00 / EDU Medians 34,105 sf $0.35 $0.49 $28,636 $351 $28,987 $86.23 / EDU Zbne 13 (Fair Oaks Valley) $36,042 ** 40W Light 0 each $113.00 $166.45 $0 $0 $0 $0.00 / EDU ** Collector 10OW Light 0 each $145.88 $166.45 $0 $0 $0 $0.00 / EDU ** Local Trees 0 each $89.88 $0 $0 $0 $0.00 / EDU ** Collector Trees 0 each $89.88 $0 $0 $0 $0.00 / EDU $0 Subtotal Annual Costs: $529,498 $6,487 $535,985 These lights are on arterial roadways, therefore the O&M and Repl. costs have been multiplied by 88.7% (This is to account forthe 11.3% General Benefit fbr Arterial Roadways) These budgets are $0 due to HOA maintenance and ser^cing, these lights were not part ofthe Lighting Retrofit project Portion of total median area attributable only to Calavera Hills 11 40W or 100W lights are local to Non-Res properties in Zones 5 and 6 and costs are spread to those parcels only Administrative Costs District Fonnation Annual Administration County Levy Fee Replacement Resene Fund Balance as of July 1 of Cunent FY $0 $6,000 $487 $283,355 ($283,355) Subtotal Administrative Costs: $6,487 FY 14-15 Annual Assessment: $535,985 Q:\Carisbad\Annual Admin\FY 14-15\LLMD2\report\LLD2 14-15 Final Rpt - DRAFT.docx City of Carlsbad May 6, 2014 Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report - FY 2014-15 ^ 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 tme "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 ofthe sfreetiights, 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. 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 Q:\Carisbad\Annual Admin\FY 14-15\LLMD2\report\LLD2 14-15 Final Rpt - DRAFT.docx City of Carlsbad Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report - FY 2014-15 May 6, 2014 Page 9 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 40 watt lights) and arterial roadways require 22,000 lumen lights (typically 100 watt lights). The amount of general benefit is established by muhiplying 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 2014-15 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 Annual Cost per Light General Benefit Low wattage lights for collector streets: 40 4,914 $1.81 $8,894.34 $106,732.08 $21.72 $0.00 Subtotal-1 4,914 $106,732.08 $0.00 High wattage lights for arterial streets: 80 2 $3.63 $7.26 $87.12 $43.56 $43.68 100 1,594 $4.55 $7,252.70 $87,032.40 $54.60 $52,410.72 150 548 $6.79 $3,720.92 $44,651.04 $81.48 $32,748.48 200 159 $9.06 $1,440.54 $17,286.48 $108.72 $13,833.00 250 15 $11.33 $169.95 $2,039.40 $135.96 $1,713.60 Subtotal-2 2,318 $151,096.44 $100,749.48 Total 7,232 $257,828.52 General Benefit = $100,749.48 FY 2014-15 Lighting Budget Amount FY 2014-15 Public Parcel Contribution Total Est Cost Less Public Parcel Contribution* $917,964 $28,000 $889,964 General Benefit Percentage 11.3% * Based on prelinninary budget estimates Therefore, 11.3% of the Street Lighting Improvements on the city's arterial roadways are considered general benefit, and only 88.7% of these Street Lighting Improvements will be used to estimate the special benefit costs. Q:\Carlsbad\Annual Admin\FY 14-15\LLMD2\report\LLD2 14-15 Final Rpt - DRAFT.docx City of Carlsbad May 6, 2014 Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report - FY 2014-15 Page 10 Sfreetlights 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 govemmental agencies and/or managed by a non-profit environmental tmst 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. • Sfreet frees within the public street parkways provide special benefit to those properties directly adjacent to those free-lined parkways. • Landscaping and hardscaping within medians in the public sfreets provide special benefit to those developments that are directly adjacent to the public medians. These medians are located in the arterial roadways. General Benefit • There are no general benefits associated with local street frees. • Landscaping and hardscaping within medians in the arterial roadways provide only incidental aesthetic benefits to motorists fravelling 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 fraffic channelization provided by raised medians is independent of the landscaping and hardscaping unprovements funded through this Maintenance Disfrict. 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 fraffic 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 twelve zones of benefit in this Disfrict. 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 sfreet lighting, sfreet frees and medians within and directly adjacent to the development. It is anticipated that the Home Owners Association ("HOA") will maintain the street frees. The city and the owners of the land within Calavera Hills II have an agreement to provide for the maintenance of the sfreet frees by the HOA; therefore, annual assessments will be levied within Zone 1 for the maintenance of sfreet frees only if (a) the HOA fails to maintain such street frees pursuant to the Agreement, (b) as a result of the failure of the Q:\Carisbad\Annual Admin\FY 14-15\LLMD2\report\LLD2 14-15 Final Rpt - DRAFT.docx City of Carlsbad May 6,2014 Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report - FY 2014-15 Page 11 HOA to maintain such sfreet frees, 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 sfreetlights and sfreet trees within the public sfreets. 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 sfreetlights or sfreet fress 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 sfreet trees. Village "Y" also has a 1.05-acre of Non-Res use. Village H is comprised of 2 acres of Non-Res use and does not have local lighting and sfreet frees. All of the villages receive special benefit from the arterial sfreet 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 11) benefits fi-om 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 shovra 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 sfreet 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 sfreetlights in the public sfreets 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 sfreet lighting and medians on Cannon Road. Q:\Carisbad\Annual Admin\FY 14-15\LLMD2\report\LLD2 14-15 Final Rpt - DRAFT.docx ^6 City of Carlsbad May 6, 2014 Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report - FY 2014-15 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, sfreet frees and medians within and directly adjacent to the development. It is anticipated that the HOA will maintain the street frees, local sfreet 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 resuh ofthe 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 sfreet lights and sfreet frees in the public sfreets directly adjacent to them. All of the development receives special benefit from the arterial sfreet 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 sfreet lighting, sfreet frees and medians within and directly adjacent to the development. It is anticipated that the HOA will maintain the street frees. 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 sfreet frees only if (a) the HOA fails to maintain such sfreet frees pursuant to the Agreement, (b) as a resuh of the failure of the HOA to maintain such sfreet frees, 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 sfreet lights and street frees in the public sfreets directly adjacent to them, and SFA units that take access off sfreets with local sfreetlights but do not have street frees directly adjacent to them. All of the development receives special benefit from the arterial sfreet 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 Disfrict. Q:\Carisbad\Annual AdminXFY 14-15\LLMD2\report\LLD2 14-15 Final Rpt - DRAFT.docx City of Carlsbad May 6, 2014 Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report - FY 2014-15 Page 13 Zone 5 - Palomar Forum / Carlsbad Raceway Zone 5 includes two non-residential developments that are directly adjacent to each other, Palomar Fomm and Carlsbad Raceway. The Palomar Fomm development is located along the northerly side of Palomar Airport Road, east of Melrose Drive, and is comprised of 51.63 acres of Non-Res and 1.71 acres of Park that have 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 86.22 acres of Non-Res that has 200 watt local sfreet lights in the public sfreet 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 comer of Palomar Airport Road and El Camino Real. It is comprised of varying types of land uses that receive special benefit from the sfreet frees, medians, sfreet lighting within and directly adjacent to the development. The entire development benefits from the sfreet lighting within and directly adjacent to the development, except the residential estate area that has private sfreets and so does not have any local public sfreet light benefits. It is anticipated that the HOA will maintain the local sfreetlights and the sfreet frees 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 sfreet lights only if (a) the HOA fails to maintain such any such sfreet lights pursuant to the Agreement, (b) as a resuh 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 sfreet lights in the public sfreets directly adjacent to them. There are SFA units that have local sfreet 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 sfreet trees. There are also 148.71 acres of Non-Res development that have 40 watt and 100 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 comer of Alga Road and El Camino Real. It is comprised of varying types of land uses that receive special benefit from the sfreet frees, medians, sfreet lighting within and directly adjacent to the development. There is a 12.77 acre School, a total of 7.6 acres of Park, 86 SFA units, and 591 SFD units that all have local frees and local sfreet lights in the public sfreets directly adjacent to them. There is 14.96 acres of Non-Res and 44 SFA units that have local sfreet frees, but do not have local street Q:\Carisbad\Annual Admin\FY 14-15\LLMD2\report\LLD2 14-15 Final Rpt - DRAFT.docx City of Carlsbad May 6, 2014 Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report - FY 2014-15 Page 14 lights, in the sfreets directly adjacent to them. There are 64 SFD units on private sfreets, with no public local sfreet lights or sfreet frees. 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 Sfreet Lighting and Landscaping Disfrict No. 1. Sfreet frees and street lights along Alicante Road are classified as Collector Trees and Collector lOOW Lights. The annual cost to maintain these frees and sfreet 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 sfreetlights and the street frees 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 sfreet lights and the medians only if (a) the HOA fails to maintain such any such sfreet lights and medians pursuant to the Agreement, (b) as a resuh 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 Sfreet, 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 sfreet lighting directly adjacent to the development. There are 262 SFD units on private sfreets, with no public local sfreet lights or sfreet 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 disfrict and are assessed in Sfreet Lighting and Landscaping Disfrict No. 1. Though the sfreets within the Ridge development are private, the entire development receives special benefit from the collector sfreet lighting directly adjacent to the development on El Fuerte Sfreet along the westerly side of the development and the public portion of Corintia Sfreet on the easterly side of the development. Village 2.6 is the only portion of the Ridge development that benefits from the sfreet frees on the public portion of Corintia Sfreet on the westerly side of Village 2.6. It is anticipated that the HOA will maintain the local streetlights and the sfreet trees within the residential areas. The city and the owners of the land within the Ridge have an Agreement to provide for the maintenance of such improvements by the HOA; therefore, annual assessments will be levied within Zone 8 for the maintenance of the local street lights and street frees only if Q:\Carisbad\Annual AdminVFY 14-15\LLMD2\report\LLD2 14-15 Final Rpt - DRAFT.docx City of Carlsbad May 6, 2014 Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report - FY 2014-15 Page 15 (a) the HOA fails to maintain such any such sfreet 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 industtial and commercial land uses that receive special benefit from the street lighting and sfreet trees within and directly adjacent to the development. There is 172.05 acres of non-residential ("Non-Res") use parcels with public local sfreet lights and sfreet 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 sfreet lights or medians. Zone 10 - Robertson Ranch (East Village) The Robertson Ranch East Village development is located on the north east comer of Cannon Road and College Boulevard. It is comprised of varying types of land uses that receive special benefit from the sfreet frees, sfreet lighting, and medians within and directly adjacent to the development. The development consists of 78 APT units, 84 SFA units, 320 SFD units, and a 1.7 acre Park that all have local trees and local sfreet lights in the public sfreets 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 2.84 Water Quality Facility that do not have public local sfreet lights or sfreet frees. It is anticipated that the HOA will maintain the local street frees. 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 sfreet frees only if (a) the HOA fails to maintain such any such sfreet frees and medians pursuant to the Agreement, (b) as a result of the failure of the HOA to maintain any such Improvements, the city is required to undertake such maintenance and (c) the HOA has failed to reimburse the city for the cost of such maintenance as required pursuant to the Agreement. The entire development receives special benefit from the arterial street lighting and medians on College Blvd and Cannon Rd. Zone 11 - Oaks North Residential The Oaks North Residential Development is located south west of the intersection at Rancho Santa Fe Rd and Questhaven Road, abutting the open space area that separates the Oaks North development from the Oaks South development. It is comprised of residential and non-residential Q:\Carlsbad\Annual AdminNFY 14-15\LLMD2\report\LLD2 14-15 Final Rpt - DRAFT.docx City of Carlsbad May 6, 2014 Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report - FY 2014-15 Page 16 land uses that receive special benefit from the sfreet lighting, sfreet frees, and medians within and directly adjacent to the development. It is anticipated that the HOA will maintain the local sfreetlights and the sfreet 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 sfreet lights and sfreet frees only if (a) the HOA fails to maintain such any such sfreet lights pursuant to the Agreement, (b) as a resuh 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 284 SFD units and a 2.26 acre park on public streets, with local sfreet lights and sfreet frees within and directly adjacent to them. There are a total of 168 APT units, a 5.71 acre RV Parking lot, and 43 SFD units on private sfreets, with no public local sfreet lights or street frees. All of the development receives special benefit from the collector sfreet lighting, street frees, and medians on San Elijo Road and Avenida Soledad All of the development receives special benefit from the arterial sfreet lighting and medians on Rancho Santa Fe Road. The median improvements on Rancho Santa Fe Road extend into an open space area that separates The Oaks South from The Oaks North development. This median provides an aesthetic link between the two developments and therefore 50% of the costs of the medians within the open space area to the south of The Oaks North is apportioned to The Oaks North, and 50% is apportioned to The Oaks South. Zone 12 - La Costa Town Square The La Costa Town Square development is located on the north east comer of La Costa Avenue and Rancho Santa Fe Road. It is comprised of varying types of land uses that receive special benefit from the sfreet frees, sfreet lighting, and medians within and directly adjacent to the development. There are 63 SFD units that all have local sfreet lights and frees in the public streets directly adjacent to them. There is are 43.61 acres Non-Res development and a 7.67 acre unplanned area that do not have public local sfreet lights or sfreet frees. Street frees and sfreet lights along La Costa Avenue are classified as Collector Trees and Collector 40W lights. The La Costa Town Square development is on the north side of La Costa Avenue and will benefit from the sfreet lights along La Costa Avenue, therefore 50% of the sfreet lights along La Costa Avenue have been apportioned to the La Costa Town Square. All the frees in La Costa Avenue directly adjacent to the La Costa Town Square have been apportioned to the La Costa Town Square. The annual cost to maintain these frees and sfreet lights will be spread among the development areas that are directly adjacent to and take access from La Costa Avenue. These include the SFD and Non-Res development areas. It is anticipated that the HOA will maintain the sfreet frees. The city and the owners of the land within La Costa Tovra Square have an Agreement to provide for the maintenance of such improvements by the HOA; therefore, annual assessments will be levied within Zone 12 for the maintenance of the frees only if (a) the HOA fails to maintain such any such street lights and frees pursuant to the Agreement, (b) as a result of the failure of the HOA to maintain any such Q:\Carisbad\Annual AdminVFY 14-15\LLMD2Vreport\LLD2 14-15 Final Rpt - DRAFT.docx City of Carlsbad May 6, 2014 Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report - FY 2014-15 Page 17 Improvements, the city is required to undertake such maintenance and (c) the HOA has failed to reimburse the city for the cost of such maintenance as required pursuant to the Agreement. The entire development also benefits from arterial lighting and medians Rancho Santa Fe Road. There will be approximately 1,795 linear feet of medians in Rancho Santa Fe Road along the south east side of the development (which equals approx. 34,105 sf of medians based on a typical 19' width). The La Costa Town Center development is on both the north and south side of Rancho Santa Fe Road and will benefit from the improved aesthetics of the medians; therefore the entire benefit from the medians in Rancho Santa Fe Road is apportioned to the La Costa Town Square. Zone 13 - Fair Oaks Valley The Fair Oaks Valley development is located to the east of the La Costa Oaks development. It is comprised of residential land uses that receive special benefit from the sfreet trees and sfreet lighting within the development. There are 49 single-family detached units ("SFD") that all have local 40W street lights and frees in the public streets directly adjacent to them. Sfreet trees and sfreet lights along Camino Junipero are classified as Collector Trees and Collector lOOW lights. The annual cost to maintain these frees and sfreet lights will be spread among the entire development because the entire development takes access from Camino Junipero. However, should the sfreet be extended beyond the Fair Oaks Valley development, then the benefits to the development will be revaluated. It is anticipated that the HOA will maintain the sfreet trees and sfreet lights. The city and the owners of the land within Fair Oaks Valley have an Agreement to provide for the maintenance of such improvements by the HOA; therefore, annual assessments will be levied within Zone 13 for the maintenance of the trees and lights only if (a) the HOA fails to maintain such any such street lights and frees 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. ASSESSMENT APPORTIONMENT AND RATES Equivalent Dwelling Units To establish the special benefit to the individual parcels within the Disfrict, 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 sfreetlights, sfreet frees 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 Southem Q:VCarisbad\Annual AdminVFY 14-15\LLMD2\report\LLD2 14-15 Final Rpt - DRAFT.docx City of Carlsbad May 6, 2014 Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report - FY 2014-15 Page 18 Califomia, the SFA residential factor of 80 percent is determined by the statistical proportion of relative frip generation from various types of residential uses, in combination with population density per unit. Apartment (APT) Residential. APT residential uses, also knovra as muhifamily residential uses, are given a factor of 0.60 EDU per dwelling unit. Based on data from representative cities in Southem Califomia, the APT residential factor of 60 percent is determined by the statistical proportion of relative frip 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 Southem Califomia, 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 fraffic 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 followmg 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 following tables provide the EDU's for the various types of special benefits associated with each Zone, FY 2014-15 budget rates and the calculated maximum assessment rates for FY 2014-15. The FY 2014-15 assessment rate will be the lesser of the budget rate and the maximum rate. Q:\Carisbad\Annual Admin\FY 14-15\LLMD2\report\LLD2 14-15 Final Rpt - DRAFT.docx City of Carlsbad Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report - FY 2014-15 May 6, 2014 Page 19 Estimated FY 2014-15 Assessment Allocation and Rates Collector FY 14-15 FY 14-15 FY 13-14 FY 14-15 Local Local Arterial Collector Arterial Collector Budget Asmt Maximum Maximum Light Light Light Tree Tree Tree Median Median Rate Rate* Rates CPl Rates Development DU Acres EDU EDU EDU EDU EDU EDU EDU EDU ($/EDU) (VEDU) (VEDU) Adj. ($/EDU) Zone 1 - Calavera Hills II Village E - SFA (NLL) 117 93.6 93.6 $64.19 $64.19 $70.36 1.7% $71.56 Village H - Non-Res (NLL) 2.00 12.0 12.0 $64.19 $64.19 $70.36 1.7% $71.56 Village K - SFD 84 84.0 84.0 84.0 84.0 $107.45 $107.45 $203.36 1.7% $206.82 Village L-2 - SFD 14 14.0 14.0 14.0 14.0 $107.45 $107.45 $203.36 1.7% $206.82 Village U - SFA (NLL) 135 108.0 108.0 $64.19 $64.19 $70.36 1.7% $71.56 Village W - SFD 114 114.0 114.0 114.0 114.0 $107.45 $107.45 $203.36 1.7% $206.82 Village X- Non-Res (NLL) utility 0.08 0.5 0.5 $64.19 $64.19 $70.36 1.7% $71.56 Village X-SFD 115 115.0 115.0 115.0 115.0 $107.45 $107.45 $203.36 1.7% $206.82 VflllageY-APT(NLL) 106 63.6 63.6 $64.19 $64.19 $70.36 1.7% $71.56 Village Y - Non-Res (NLL) 1.05 6.3 6.3 $64.19 $64.19 $70.36 1.7% $71.56 327.0 611.0 327.0 611.0 $71.56 Zone 2 - Kelly Ranch Core SFD 147 147.0 147.0 147.0 $107.65 $107.65 $123.29 1.7% $125.39 APT 451 270.6 270.6 270.6 $107.65 $107.65 $123.29 1.7% $125.39 Non-Res 2.61 15.7 15.7 15.7 $107.65 $107.65 $123.29 1.7% $125.39 Non-Res (NLL) 2.63 15.8 15.8 $73.59 $73.59 $75.62 1.7% $76.91 Non-Res (NLL) utility 1.48 8.9 $3.83 $3.83 $5.48 1.7% $5.57 Park 0.49 0.7 0.7 0.7 $107.65 $107.65 $123.29 1.7% $125.39 SFD (NAP) 6 6.0 6.0 6.0 $107.65 $107.65 $123.29 1.7% $125.39 Vacant (NAP) 5.67 8.5 8.5 8.5 $107.65 $107.65 $123.29 1.7% $125.39 448.5 473.2 464.3 $125.39 Zbne 3 - The Oaks South SFD 494 494.0 494.0 494.0 494.0 $3.90 $3.90 $431.80 1.7% $439.14 Non-Res 1.62 9.7 9.7 9.7 9.7 $3.90 $3.90 $431.80 1.7% $439.14 503.7 503.7 503.7 503.7 Zone 4 - Thompson/Tabata SFD 233 233.0 233.0 233.0 233.0 $134.13 $134.13 $227.66 1.7% $231.53 SFA 24 19.2 19.2 19.2 $134.13 $130.39 $128.21 1.7% $130.39 252.2 252.2 233.0 252.2 $130.39 Zone 5 - Palomar Forum/Carlsbad Raceway Park 1.71 2.6 2.6 2.6 $90.11 $90.11 $168.61 1.7% $171.48 Non-Res-40W 112.36 674.2 674.2 674.2 $90.11 $90.11 $168.61 1.7% $171.48 Non-Res-100W 25.49 152.9 152.9 152.9 $92.11 $92.11 $101.30 1.7% $103.02 829.7 829.7 829.7 $103.02 Zone 6 - Bressi Ranch Non-Res 150.40 902.4 902.4 902.4 $64.47 $64.47 $74.72 1.7% $7599 Park 12.38 18.6 18.6 18.6 18.6 $48.22 $48.22 $223.93 1.7% $227.74 SFD 498 498.0 498.0 498.0 498.0 $48.22 $48.22 $223.93 1.7% $227.74 SFA 100 80.0 80.0 80.0 $48.22 $48.22 $146.48 1.7% $148.97 SF Estates 25 25.0 25.0 $48.22 $48.22 $57.89 1.7% $58.87 1499.0 1524.0 516.6 1524.0 $58.87 Zone 7 - The Greens Non-Res-NLL 14.96 89.8 89.8 89.8 $44.04 $44.04 $263.72 1.7% $268.20 Non-Res 12.77 76.6 76.6 76.6 76.6 $44.04 $44.04 $326.12 1.7% $331.66 Park 5.88 8.8 8.8 8.8 8.8 8.8 8.8 $44.04 $44.04 $402.08 1.7% $408.92 Park-NC 1.72 2.6 2.6 2.6 2.6 $44.04 $44.04 $326.12 1.7% $331.66 Park-NLT 32.11 48.2 48.2 48.2 48.2 $44.04 $44.04 $200.64 1.7% $204.05 SFA 86 68.8 68.8 68.8 68.8 $44.04 $44.04 $326.12 1.7% $331.66 SFA-NLL 38 30.4 30.4 30.4 $44.04 $44.04 $263.72 1.7% $268.20 SFD 484 484.0 484.0 484.0 484.0 484.0 484.0 $44.04 $44.04 $402.08 1.7% $408.92 SFD-NC 107 107.0 107.0 107.0 107.0 $44.04 $44.04 $326.12 1.7% $331.66 SF Estates 64 64.0 64.0 64.0 64.0 $44.04 $44.04 $200.64 1.7% $204.05 APT (NAP) 180 108.0 108.0 108.0 108.0 $44.04 $44.04 $326.12 1.7% $331.66 Non-Res (NAP) 0.65 3.9 3.9 3.9 3.9 $44.04 $44.04 $326.12 1.7% $331.66 Park-NLL (NAP) 80.81 121.2 121.2 $44.04 $44.04 $124.64 1.7% $126.76 859.7 605.0 1213.3 979.9 605.0 1213.3 $126.76 Zone 8 - The l^dge PARK 0.18 0.3 0.3 0.3 0.3 $24.72 $24.72 $70.94 1.7% $72.15 SFA 53 42.4 42.4 42.4 42.4 $24.72 $24.72 $70.94 1.7% $72.15 SFD-NCT 263 263.0 263.0 263.0 $24.72 $24.72 $38.73 1.7% $39.39 Non-Res (NAP) 2.0 12.0 12.0 12.0 $24.72 $24.72 $38.73 1.7% $39.39 1 317.7 317.7 42.7 317.7 • The FY 2014-15 Assessment NLL = No Local Lights NLT = No Local Trees Rate will be the lesser of the Budget Rate and DU = Dwelling Unit the Maximum Rate NAP = Not a Part Q:VCarisbad\Annual Admin\FY 14-15\LLMD2\report\LLD2 14-15 Final Rpt - DRAFT.docx City of Carlsbad Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report - FY 2014-15 May 6, 2014 Page 20 Estimated FY 2014-15 Assessment Allocation and Rates (cont'd) Development DU Acres Local Light EDU Collector Local Light EDU Arterial Light EDU Tree EDU Collector Tree EDU Arterial Tree EDU Median EDU Collector Median EDU FY 14-15 Budget Rate (VEDU) FY 14-15 Asmt Rate* (VEDU) Zone 9 - Oaks North Business Park Non-Res 172.04 1,032.2 1.032.2 $50.25 $50.25 Zone 10 - Robertson Ranch East Village 1.032.2 1,032.2 APT 78 46.8 46.8 46.8 46.8 $154.79 $154.79 SFA 84 67.2 67.2 67.2 67.2 $154.79 $154.79 SFD 304 304.0 304.0 304.0 304,0 $154.79 $154.79 Park 17.53 26.30 26.30 26.30 26.30 $154.79 $154.79 SFD 16 16.0 16.0 16.0 16.0 $154.79 $154.79 Non-Res (Uil) 2.84 17.04 17.04 $117.49 $117.49 Vacant 6.59 9.89 9.89 $117.49 $117.49 Non-Res (NAP) 6.7 40.20 40.20 40.20 40.20 $154.79 $154.79 Vacant (NAP) 5.70 8.55 8.55 $117.49 $117.49 Zone 11 - Oaks North Residential 500.5 536.0 500.5 536.0 SFD 283 283.0 283.0 283.0 283.0 283.0 283.0 283.0 $7.25 $7.25 SFD (NLL) 43 43.0 43.0 43.0 43.0 43.0 $7.25 $7.25 APT 168 100.8 100.8 100.8 100.8 100.8 $7.25 $7.25 Park 2.26 3.39 3.39 3.39 3.39 3.39 3.39 3.39 $7.25 $7.25 Non-Res (NLL) 5.71 34.26 34.26 34.26 34.26 34.26 $7.25 $7.25 Zone 12 - La Costa Town Square 286.4 464.5 464.5 286.4 464.5 464.5 464.5 SFD 63 63.0 63.0 63.0 63.0 63.0 63.0 63.0 $147.56 $147.56 Non-Res 43.61 261.7 261.7 261.7 261.7 261.7 $98.17 $98.17 Vacant 7.67 11.51 11.51 11.51 $92.07 $92.07 Zone 13-Fair Oaks Valley 63.0 324.7 336.2 63.0 324.7 336.2 336.2 SFD 49 49.0 49.0 49.0 49.0 $0.00 $0.00 49.0 49.0 49.0 49.0 FY 13-14 FY 14-15 Maximum Maximum l^tes CPl Rates (VEDU) Adj. (VEDU) $53.98 1.7% $54.90 $245.89 $245.89 $245.89 $245.89 $245.89 $123.94 $123.94 $245.89 $123.94 1.7% 1.7% 1.7% 1.7% 1.7% 1.7% 1.7% 1.7% 1.7% $250.07 $250.07 $250.07 $250.07 $250.07 $126.05 $126.05 $250.07 $126.05 $343.15 $185.77 $185.77 $343.15 $185.77 1.7% 1.7% 1.7% 1.7% 1.7% $348.98 $188.93 $188.93 $348.98 $188.93 $416.97 $140.86 $112.31 1.7% 1.7% 1.7% $424.06 $143.25 $114.22 $443.08 1.7% $450.61 NC = No Collector LIghtsn'rees NLL = No Local Lights NLT = No Local Trees DU = Dwelling Unit NAP = Not a Part * Hie FY 2014-15 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.) Q:\CarisbadVAnnual Admin\FY 14-15\LLMD2\report\LLD2 14-15 Final Rpt - DRAFT.docx City of Carlsbad May 6,2014 Street Lighting and Landscaping District No. 2 Final Annual Engineer's Report - FY 2014-15 Rage 21 PARTD ASSESSMENT ROLL The Assessment Roll is a listing of the proposed maximum assessment for Fiscal Year 2014-15 apportioned to each lot or parcel, as shovra 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 Disfrict 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. Q:VCarisbad\Annual AdminVFY 14-15\LLMD2Vreport\LLD2 14-15 Final Rpt - DRAFT.docx ZO ^^^^ i— ^^^^^ © Development Names: Zone 1 - Calavera Hills Zone 2 - Kelly Ranch Zone 3 - The Oaks South Zone 4 - Thompson/Tabata Zone 5 - Palomar Forum/Racevway Zone 6 - Bressi Ranch Zone 7 - The Greens Zone 8 - The Ridge Zone 9 - The Oaks North Industrial Zone 10 - Robertson Ranch Zone 11 - The Oaks North Residential Zone 12 - La Costa Tovwn Square Zone 13 - Fair Oaks Valley Miles Map craatMl by th. CHy of Carl, bad GIS.