HomeMy WebLinkAbout2017-07-11; City Council; Resolution 2017-136EXHIBIT 1
RESOLUTION NO. 2017-136
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD,
CALIFORNIA,CONFIRMING THE DIAGRAM AND ASSESSMENT AND
PROVIDING FOR THE LEVY OF THE ANNUAL ASSESSMENT FOR FISCAL
YEAR 2017-18 FOR STREET LIGHTING AND LANDSCAPING DISTRICT NO. 2,
A SPECIAL ASSESSMENT DISTRICT
WHEREAS,the City Council of the City of Carlsbad,California previously formed a special
assessment district pursuant to the terms of the Landscaping and Lighting Act of 1972, (Division 15,
Part 2 of the State Streets and Highways Code,commencing with Section 22500),the special
assessment district is known and designated as Street Lighting and Landscaping District No.2
(hereinafter referred to as the "Assessment District"); and
WHEREAS,the City Council of the City of Carlsbad, California,has initiated proceedings for the
levy of the annual special assessment district pursuant to the terms of the Landscaping and Lighting
Act of 1972 (Division 15,Part 2 of the State Streets and Highways Code,commencing with Section
22500); the special assessment district is known and designated as Street Lighting and Landscaping
District No.2 (hereinafter referred to as the "Assessment District"); and
WHEREAS,the Assessment District is an existing assessment district in which the maximum
allowable assessment rates for each zone have been increased by the annual change in the San Diego
County Consumer Price Index (CPI),as was approved by the City Council following a property owner
vote, and the proposed assessments to be levied are less than or equal to the allowable maximum rates
and; therefore, this Assessment District is exempt from the procedures pursuant to California Article
XIIID §5 (a); and
WHEREAS,at this time,a public hearing has been held relating to the levy of the annual
assessments,and the City Council is now satisfied with the assessment and diagram and all other
EXHIBIT I
matters as contained in the Engineer's Report dated June 15, 2017 (the "Engineer's Report")as now
submitted for final consideration and approval and is attached as Attachment A.
NOW,THEREFORE,BE IT RESOLVED by the City Council of the City of Carlsbad, California,as
follows:
1.That the above recitations are true and correct.
2.That all protests and objections of every kind and nature be, and the same hereby are,
overruled and denied.
3.That the final assessment and diagram for the proceedings,as contained in the
Engineer's Report, are hereby approved and confirmed.
4.That the public interest and convenience requires and the City Council does hereby
order the maintenance work to be made and performed as set forth in the Engineer's
Report, and as previously declared and set forth in the Resolution of Intention.
5.That the assessments contained in the Engineer's Report for the next fiscal year are
hereby confirmed and levied upon the respective lots or parcels of land in the
Assessment District in the amounts as set forth in the final Engineer's Report.It is
hereby further determined that all assessments have been apportioned properly in
accordance with the benefits that each parcel receives from the proposed maintenance
works of improvement.
6.That the above-referenced diagram and assessment shall be filed in the office of the City
Clerk,with a certified copy to be filed in the office of the Finance Department.Said
diagram and assessment,and the certified copy thereof,shall be open for public
inspection.
7.That the Finance Department is hereby ordered and directed to file a certified copy of
the diagram and assessment with the San Diego County Auditor.Said filing is to be made
no later than the third Monday in August, or as required by the County of San Diego.
8.That after the filing of the diagram and assessment, the San Diego County Auditor shall
enter on the County of San Diego Assessment Roll, opposite each lot or parcel of land,
the amount assessed thereupon.
EXHIBIT 1
9.The assessments shall be collected at the same time and in the same manner as County
of San Diego taxes are collected,and all laws providing for the collection and
enforcement of County of San Diego taxes shall apply to the collection and enforcement
of the assessments.
10.That the assessments as above authorized and levied for these proceedings will provide
revenue and relate to the fiscal year commencing July 1,2017 and ending June 30, 2018.
PASSED,APPROVED AND ADOPTED at a Regular Meeting of the City Council of the City of
Carlsbad on the 11th day of July, 2017, by the following vote, to wit:
AYES:M. Hall,K.Blackburn, M. Schumacher,C.Schumacher, M. Packard.
NOES:None.
ABSENT:None.
MATT HALL, M r
BARB ENGLESO ,City Clerk
(SEAL)coSSA°•-.
05H k4 -4
.....:•••
Attachment A
CITY OF CARLSBAD
STREET LIGHTING AND LANDSCAPING DISTRICT NO.2
FINAL
ANNUAL ENGINEER'S REPORT
FISCAL YEAR 2017 -18
Prepared by:/.---"/IL\,-June 15,2015
K. Dennis Klingelho r, PE Date
Harris & Associates
RCE 50255 Exp. 6/30/17
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50255 l'Al
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140
City of Carlsbad June 15, 2017
Street Lighting and Landscaping District No.2
Final Annual Engineer's Report —FY 2017-18 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 24
Part E -Assessment Diagram 24
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City of Carlsbad June 15, 2017
Street Lighting and Landscaping District No.2
Final Annual Engineer's Report —FY 2017-18 Page 2
FISCAL YEAR 2017-18
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,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.
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City of Carlsbad June 15, 2017
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report— FY 2017-18 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 and sidewalk rights-of-way,including medians,parkways and other
easements dedicated to the City of Carlsbad within the boundaries of the Maintenance District.
Street Lighting and Appurtenant Improvements
Street lighting improvements (collectively, the "Street Lighting Improvements") include but are
not limited to: poles, fixtures, bulbs, conduits, conductors, equipment including guys, anchors,
posts and pedestals,metering devices and appurtenant facilities as required to provide
lighting and traffic signals in public street and sidewalk rights-of-way and other easements
dedicated to the City of Carlsbad within the boundaries of the Maintenance District.
The public lighting system shall be maintained to provide adequate illumination. Electricity for
streetlights shall be furnished by San Diego Gas & Electric (SDG&E), and it shall be adequate
for the intended purpose.Rates for power shall be those authorized by the California Public
Utilities Commission.
DESCRIPTION OF MAINTENANCE AND SERVICES
Maintenance means the furnishing of services and materials for the ordinary and usual
maintenance, operation and servicing of the Landscaping Improvements and the Street Lighting
Improvements facilities and appurtenant facilities,including repair,refurbishment,removal or
replacement of all or part of any of the Landscaping Improvements and the Street Lighting
Improvements or appurtenant facilities;providing for the life,growth,health and beauty of the
Landscaping Improvements,including cultivation,irrigation,trimming,spraying,fertilizing and
treating for disease or injury;the removal of trimmings, rubbish, debris and other solid waste; and
the cleaning,sandblasting,and painting of walls and other improvements to remove or cover
graffiti.
Servicing means the furnishing of water and electrical current or energy for the irrigation of the
Landscaping Improvements and the maintenance of any Street Lighting Improvements or
appurtenant facilities and the furnishing of electric current or energy,gas or other illuminating
agent for the Street Lighting Improvements, or for the lighting or operation of the Landscaping
Improvements or appurtenant facilities.
The Street Lighting Improvements shall be maintained to provide adequate illumination. Electricity
for streetlights shall be furnished by SDG&E, and it shall be adequate for the intended purpose.
Rates for power shall be those authorized by the California Public Utilities Commission.
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City of Carlsbad June 15, 2017
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Final Annual Engineer's Report —FY 2017-18 Page 4
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 ThompsoniTabata Development and funds the operation and
maintenance of street lighting, street trees, and medians.
Zone 5 —Encompasses the Palomar Forum Development and the Carlsbad Raceway
Development and funds the operation and maintenance of street lighting and
medians.
Zone 6 —Encompasses the Bressi Ranch Development and funds the operation and
maintenance of street lighting, street trees, and medians.
Zone 7 —Encompasses the La Costa Greens Development and funds the operation and
maintenance of street lighting, street trees, and medians.
Zone 8 —Encompasses the La Costa Ridge Development, including Village 2.6, and funds
the operation and maintenance of street lighting, street trees, and medians.
Zone 9 —Encompasses the Oaks North Business Park Development and funds the
operation and maintenance of street lighting and street trees.
Zone 10 —Encompasses the east village of the Robertson Ranch Development and funds the
operation and maintenance of street lighting, street trees, and medians.
Zone 11 —Encompasses the Oaks North Residential Development and funds the operation
and maintenance of street lighting, street trees, and medians.
Zone 12 —Encompasses the La Costa Town Square Development and funds the operation
and maintenance of street lighting, street trees, and medians.
Zone 13 —Encompasses the Fair Oaks Valley Development and funds the operation and
maintenance of street lighting and street trees.
Zone 14 —Encompasses the Quarry Creek Development and funds the operation and
maintenance of street lighting and street trees.
Zone 15 —Encompasses the west village of the Robertson Ranch Development and funds the
operation and maintenance of street lighting, street trees, and medians.
The plans and specifications for the Improvements, showing the general nature, location and the
extent of the Improvements, are on file in the city's Public Works Department and are by reference
herein made a part of this report.
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City of Carlsbad June 15, 2017
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Final Annual Engineer's Report -FY 2017-18 Page 5
PART B
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 2017-18.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 2017-18 Budget
O&M Repl.Total FY 17-18 FY 17-18
Assessed Unit Unit O&M/Repl.Admin.Annual Annual
Quantity Cost Cost Costs Costs Costs Cost / EDU
Zone 1 (Calavera Hills II)
40W Light 50 each $131.50 $176.11 $15,381 $185 $15,566 $47.61 / EDU
*100W Light 26 each $150.17 $156.76 $7,980 $96 $8,076 $13.22 /EDU
""Trees 0 each $100.33 $0 $0 $0 $0.00 / EDU
""*Medians 37,558 sf $0.39 $0.53 $34,649 $416 $35,065 $57.40 / EDU
Zone 2 (Kelly Ranch Core)$58,707
40W Light 54 each $131.50 $176.11 $16,611 $199 $16,810 $37.49 / EDU
*100W Light 6 each $150.17 $156.76 $1,842 $22 $1,864 $3.94 / EDU
Medians 38,250 sf $0.39 $0.53 $35,287 $424 $35,711 $76.92 / EDU
Zone 3 (The Oaks South)$54,385
**100W Light 0 each $168.70 $176.11 $0 $0 $0 $0.00 / EDU
*100W Light 7 each $150.17 $156.76 $2,148 $26 $2,174 $4.32 / EDU
**Trees 0 each $100.33 $0 $0 $0 $0.00 / EDU
**Medians 0 sf $0.39 $0.53 $0 $0 $0 $0.00 / EDU
Zone 4 (Thompson/Tabata)$2,174
40W Light 45 each $131.50 $176.11 $13,843 $166 $14,009 $55.77 / EDU
*100W Light 8 each $150.17 $156.76 $2,455 $29 $2,484 $9.89 / EDU
**Trees 0 each $100.33 $0 $0 $0 $0.00 / EDU
Medians 22,180 sf $0.39 $0.53 $20,462 $246 $20,708 $82.44 / EDU
$37,201
*These lights are on arterial roadways, therefore the O&M and Repl. costs hale been multiplied by 89%
(This is to account for the 11% General Benefit for Arterial Roadways)
**These budgets are $0 due to HOA maintenance and servicing
"""Portion of total median area attributable only to Cala\era 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
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City of Carlsbad June 15, 2017
Street Lighting and Landscaping District No.2
Final Annual Engineer's Report -FY 2017-18 Page 6
FY 2017-18 Budget (cont'd)
O&M Repl.Total FY 17-18 FY 17-18
Assessed Unit Unit O&M/Re pl.Admin.Annual Annual
Quantity Cost Cost Costs Costs Costs Cost / EDU
Zone 5 (Palomar Forum/Carlsbad Raceway)
40W Light 15 each $131.50 $176.11 $4,614 $55 $4,669 $6.90 / EDU
***"100W Light 4 each $168.70 $176.11 $1,379 $17 $1,396 $9.13 / EDU
*100W Light 14 each $150.17 $156.76 $4,297 $52 $4,349 $5.25 / EDU
Medians 77,211 sf $0.39 $0.53 $71,230 $855 $72,085 $86.89 / EDU
Zone 6 (Bressi Ranch)$82,499
**100W Light 0 each $168.70 $176.11 $0 $0 $0 $0.00 / EDU
****40W Light 25 each $131.50 $176.11 $7,690 $92 $7,782 $8.73 / EDU
****100W Light 24 each $168.70 $176.11 $8,276 $99 $8,375 $9.39 / EDU
*100W Light 15 each $150.17 $156.76 $4,604 $55 $4,659 $3.08 / EDU
**Trees 0 each $100.33 $0 $0 $0 $0.00 / EDU
Medians 81,510 sf $0.39 $0.53 $75,196 $903 $76,099 $50.27 / EDU
Zone 7 (La Costa Greens)$96,915
"*100W Light 0 each $168.70 $176.11 $0 $0 $0 $0.00 / EDU
**Collector 100W Light 0 each $168.70 $176.11 $0 $0 $0 $0.00 / EDU
*100W Light 21 each $150.17 $156.76 $6,445 $77 $6,522 $5.38 / EDU
"*Local Trees 0 each $100.33 $0 $0 $0 $0.00 / EDU
**Collector Trees 0 each $100.33 $0 $0 $0 $0.00 / EDU
Medians 55,917 sf $0.39 $0.53 $51,586 $619 $52,205 $43.03 / EDU
Zone 8 (La Costa Ridge)$58,727
Collector 100W Light 0 each $168.70 $176.11 $0 $0 $0 $0.00 / EDU
*100W Light 2 each $150.17 $156.76 $614 $7 $621 $1.95 / EDU
Collector Trees 0 each $100.33 $0 $0 $0 $0.00 / EDU
Medians 8,579 sf $0.39 $0.53 $7,914 $95 $8,009 $25.21 / EDU
Zone 9 (Oaks North Business Park)$8,630
40W Light 18 each $131.50 $176.11 $5,537 $66 $5,603 $5.43 / EDU
100W Light 17 each $168.70 $176.11 $5,862 $70 $5,932 $5.75 / EDU
Trees 455 each $100.33 $45,650 $548 $46,198 $44.76 / EDU
Zone 10 (Robertson Ranch East Village)$57,733
40W Light 72 each $131.50 $176.11 $22,148 $266 $22,414 $40.48 / EDU..,......*100W Light 23 each $150.17 $156.76 $7,059 $85 $7,144 $12.12 / EDU
**Trees 0 each $100.33 $0 $0 $0 $0.00 / EDU
Medians 66,500 sf $0.39 $0.53 $61,349 $737 $62,086 $105.37 / EDU
Zone 11 (The Oaks North Residential)$91,644
**100W Light 0 each $168.70 $176.11 $0 $0 $0 $0.00 / EDU
"*Collector 100W Light 0 each $168.70 $176.11 $0 $0 $0 $0.00 / EDU
*100W Light 12 each $150.17 $156.76 $3,683 $44 $3,727 $8.02 / EDU
**Trees 0 each $100.33 $0 $0 $0 $0.00 / EDU
**Collector Trees 0 each $100.33 $0 $0 $0 $0.00 / EDU
**Medians 0 sf $0.39 $0.53 $0 $0 $0 $0.00 / EDU
**Collector Medians 0 sf $0.39 $0.53 $0 $0 $0 $0.00 / EDU
$3,727
*These lights are on arterial roadways, therefore the O&M and Repl. costs have been multiplied by 89%
(This is to account for the 11% General Benefit for Arterial Roadways)
**These budgets are $0 due to HOA maintenance and servicing
*""Portion of total median area attributable only to Calawra 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
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City of Carlsbad June 15, 2017
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Final Annual Engineer's Report -FY 2017-18 Page 7
FY 2017-18 Budget (cont'd)
O&M Repl.Total FY 17-18 FY 17-18
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 $131.50 $176.11 $3,384 $41 $3,425 $53.52 / EDU
Collector 40VV Light 7 each $131.50 $176.11 $2,153 $26 $2,179 $6.65 / EDU
*100W Light 7 each $150.17 $156.76 $2,148 $26 $2,174 $6.05 / EDU
**Local Trees 0 each $100.33 $0 $0 $0 $0.00 /EDU
""Collector Trees 0 each $100.33 $0 $0 $0 $0.00 / EDU
**Arterial Trees 0 each $100.33 $0 $0 $0 $0.00 / EDU
Medians 34,105 sf $0.39 $0.53 $31,463 $378 $31,841 $88.55 / EDU
Zone 13 (Fair Oaks Valley)$39,619
**40W Light 0 each $131.50 $176.11 $0 $0 $0 $0.00 / EDU
**Collector 100W Light 0 each $168.70 $176.11 $0 $0 $0 $0.00 / EDU
**Local Trees 0 each $100.33 $0 $0 $0 $0.00 / EDU
**Collector Trees 0 each $100.33 $0 $0 $0 $0.00 / EDU
Zone 14 (Quarry Creek)$0
Collector 100W Light 0 each $168.70 $176.11 $0 $0 $0 $0.00 / EDU
**Collector Trees 0 each $100.33 $0 $0 $0 $0.00 / EDU
Zone 15 (Robertson Ranch West Village)$0
40W Light 23 each $131.50 $176.11 $7,075 $85 $7,160 $40.80 / EDU
Collector 40VV Light 10 each $131.50 $176.11 $3,076 $37 $3,113 $5.23 / EDU
Collector 100W Light 3 each $168.70 $176.11 $1,034 $12 $1,046 $1.76 /EDU
*40W Light 1 each $117.05 $156.76 $274 $3 $277 $0.46 /EDU
*100W Light 7 each $150.17 $156.76 $2,148 $26 $2,174 $3.58 / EDU
**Local Trees 0 each $100.33 $0 $0 $0 $0.00 /EDU
**Collector Trees 0 each $100.33 $0 $0 $0 $0.00 /EDU
+Arterial Trees 104 each $89.39 $9,297 $112 $9,409 $15.51 / EDU
Medians 23,083 sf $0.39 $0.53 $21,295 $256 $21,551 $35.53 /EDU
$44,730
Subtotal Annual Costs:$629,138 $7,553 $636,691
*These lights are on arterial roadways, therefore the O&M and Repl. costs have been multiplied by 89%
(This is to account for the 11% General Benefit for Arterial Roadways)
**These budgets are $0 due to HOA maintenance and seNicing
***Portion of total median area attributable only to Calawra Hills II
+These trees are on arterial roadways, therefore the O&M costs have been multiplied by 89%
(This is to account for the 11% General Benefit for Street Trees on Arterial Roadways)
Administrative Costs
District Formation $0
Annual Administration $7,000
County Levy Fee $553
Replacement Reserve $327,657
Fund Balance as of July 1 of Current FY ($327,657)
Subtotal Administrative Costs:$7,553
FY 17-18 Annual Assessment:$636,691
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Final Annual Engineer's Report —FY 2017-18 Page 8
PART C
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 typically consists of 40 watt lights.
Street lights on or associated with traffic signals located at arterial-to-local connectors are
considered to be 100% special benefit to those developments taking direct access at these
intersections.
General Benefit. There are no general benefits associated with local lighting.
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
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City of Carlsbad June 15, 2017
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Final Annual Engineer's Report —FY 2017-18 Page 9
vicinity which are adjacent to such lighting resulting in:1)improved nighttime visibility for
the access of emergency vehicles, and 2) improved safety and traffic circulation to and
from parcels. Arterial lighting typically consists of 100 watt lights; however, special benefit
is assigned consistent with local lighting wattage.
General Benefit.The city recognizes that a portion of the maintenance,operation and
servicing of those Street Lighting Improvements that are a part of the city's arterial lighting
improvements provide a general benefit to the public at large, which equates to the higher
level of lighting required on arterial roads.
The general benefits associated with Arterial Lighting are attributable to the higher level
of lighting required for an arterial roadway. That higher level of lighting provides a measure
of safety for the additional width of the street. Local and collector roadways require only
9,500 lumen lights (typically 40 watt lights) and arterial roadways require 22,000 lumen
lights (typically 100 watt lights).
The amount of general benefit is established by multiplying the number of arterial
streetlights currently in the city by the difference between the average annual electrical
costs to illuminate a light on an arterial street and a local street. (Electrical costs are used
in this comparison,as the personnel and replacement costs for the various lumens and
wattages of lights are virtually the same.) The table below shows the calculation of the
cost estimate for general benefit for streetlights.
FY 2017-18 COST ESTIMATE COMPARISON OF ELECTRICAL
COSTS FOR THE VARIOUS STREET LIGHTS WITHIN THE CITY
Lamp Size Number Monthly Monthly Annual Annual General
(Watts)Lights Rate Amount Amount Cost per Light Benefit
Low wattage lights for collector streets:
40 4,866 $2.05 $9,975.30 $119,703.60 $24.60 $0.00
Subtotal-1 4,866 $119,703.60 $0.00
High wattage lights for arterial streets:
70 103 $3.59 $369.77 $4,437.24 $43.08 $1,903.44
85 57 $4.44 $253.08 $3,036.96 $53.28 _$1,634.76
100 1,597 $5.15 $8,224.55 $98,694.60 $61.80 $59,408.40
150 540 $7.72 $4,168.80 $50,025.60 $92.64 $36,741.60
200 159 $10.29 _$1,636.11 $19,633.32 $123.48 $15,721.92
Subtotal-2 2,456 $175,827.72 $115,410.12
Total 7,322 $295,531.32 $115,410.12
General Benefit =$115,410.12
FY 2017-18 Lighting Budget Amount $1,078,289
FY 2017-18 Public Parcel Contribution $28,000
Total Est.Cost Less Public Parcel Contribution*$1,050,289
General Benefit Percentage 11.0%
*Based on preliminary budget estimates
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Therefore,11.0% of the Street Lighting Improvements on the city's arterial roadways are
considered general benefit, and only 89.0% 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.
There are no general benefits associated with local street trees.
Street trees along the arterial roadways provide aesthetic benefits to people walking
through the city. Per the 2005 Traveler Opinion and Perception Survey conducted by
the Federal Highway Administration, approximately 10.9% of all trips are considered
Walking Trips. Therefore, 10.9% of the Street Tree Improvements of the city's arterial
roadways are considered general benefit,and only 89.1%of these Street Tree
improvements will be used to estimate the special benefit costs.
Landscaping and hardscaping within medians in the arterial roadways provide only
incidental aesthetic benefits to motorists travelling to,from or through the city.
Therefore,it is deemed that there are no general benefits associated with the
landscaped medians.
Vehicular safety associated with the traffic channelization provided by raised medians
is independent of the landscaping and hardscaping improvements funded through this
Maintenance District.However,median curb replacement costs are included in the
overall replacement costs for the medians. Because raised median curbs are required
for both landscaping and traffic channelization, 50% of the median curb replacement
costs have been removed from the budget.
Benefit Zones
Benefit Zones are used to differentiate between the different types of Improvements to be
maintained and serviced within each such zone. There are currently twelve zones of benefit in
this District.
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Zone 1 —Calavera Hills II
The Calavera Hills II development is located in and around the intersection of Carlsbad Village
Drive and College Boulevard and is comprised of villages of varying types of land uses that
will receive special benefit from the street lighting, street trees and medians within and directly
adjacent to the development.It is anticipated that the Home Owners Association ("HOA") will
maintain the street trees. The city and the owners of the land within Calavera Hills II have an
agreement to provide for the maintenance of the street trees by the HOA; therefore, annual
assessments will be levied within Zone 1 for the maintenance of street trees only if (a) the
HOA fails to maintain such street trees pursuant to the Agreement, (b) as a result of the failure
of the HOA to maintain such street trees, the city is required to undertake such maintenance
and (c) the HOA has failed to reimburse the city for the cost of such maintenance as required
pursuant to the Agreement.
Villages K, L-2,W and X are comprised of single family detached ("SFD") units and have local
streetlights and street trees within the public streets. Village X also has a 0.08-acre of non-
residential ("Non-Res") land use that takes access off of College Boulevard. This property is
a utility with no local streetlights or street tress adjacent to it.
Villages E,U and Y are comprised of single family attached ("SFA"), apartment ("APT") units,
and 1 acre of Non-Res land use, and do not have any local lighting or street trees. Village "Y"
also has a 1.05-acre of Non-Res use.
Village H is comprised of 2 acres of Non-Res use and does not have local lighting and street
trees.
All of the villages receive special benefit from the arterial street lighting on Carlsbad Village
Drive,College Boulevard and Tamarack Avenue that is directly adjacent to these village
areas.
The entire Calavera Hills development (not just Calavera Hills II)benefits from the medians
within College Boulevard and Carlsbad Village Drive within the boundaries of the
development.An analysis has been performed to allocate the appropriate share of the
medians to the Calavera Hills II development based on the assessment apportionment
methodology shown in this Report.
Zone 2 —Kelly Ranch Core
The Kelly Ranch Core development is located southeast of the intersection of Cannon Drive
and Faraday Avenue and is comprised of varying types of land uses that receive special
benefit from the street lighting and medians within and directly adjacent to the development.
The core development consists of SFD and APT units,2.61 acres of Non-Res,a park and
vacant property (future development details have not been determined)that have local
streetlights in the public streets directly adjacent to them. All of these properties benefit from
the local lights within this core development. There are an additional 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 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.
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All of the development receives special benefit from the arterial street lighting and medians
on Cannon Road.
Zone 3 —The Oaks South
The Oaks South development is located to the northeast of the intersection of Rancho Santa
Fe Road and Camino de los Coches and is comprised of varying types of land uses that
receive special benefit from the street lighting, street trees and medians within and directly
adjacent to the development.It is anticipated that the HOA will maintain the street trees, local
street lights and medians. The city and the owners of the land within the Oaks South have an
Agreement to provide for the maintenance of such improvements by the HOA;therefore,
annual assessments will be levied within Zone 3 for the maintenance of such improvements
only if (a) the HOA fails to maintain any such improvements pursuant to the Agreement, (b)
as a result of the failure of the HOA to maintain any such Improvements, the city is required
to undertake such maintenance and (c) the HOA has failed to reimburse the city for the cost
of such maintenance as required pursuant to the Agreement.
The development consists of SFD units, and 1.62 acres of Non-Res property that have local
street lights and street trees in the public streets directly adjacent to them.
All of the development receives special benefit from the arterial street lighting and medians
on Rancho Santa Fe Road. The median improvements on Rancho Santa Fe Road extend into
an open space area that separates The Oaks South from The Oaks North development. This
median provides an aesthetic link between the two developments and therefore 50% of the
costs of the medians within the open space area to the north of The Oaks South is apportioned
to The Oaks South, and 50%is apportioned to The Oaks North.
Zone 4 —Thompson / Tabata
The Thompson/Tabata development is located along Poinsettia Lane west of Aviara Parkway
and is comprised of varying types of land uses that benefit from the operation and
maintenance of street lighting, street trees and medians within and directly adjacent to the
development.It is anticipated that the HOA will maintain the street trees. The city and the
owners of the land within the Thompson/Tabata property have an Agreement to provide for
the maintenance of such improvements by the HOA; therefore, annual assessments will be
levied within Zone 4 for the maintenance of street trees only if (a) the HOA fails to maintain
such street trees pursuant to the Agreement,(b)as a result of the failure of the HOA to
maintain such street trees, the city is required to undertake such maintenance and (c) the
HOA has failed to reimburse the city for the cost of such maintenance as required pursuant
to the Agreement.
The development consists of SFD units that have local street lights and street trees in the
public streets directly adjacent to them, and SFA units that take access off streets with local
streetlights but do not have street trees directly adjacent to them.
All of the development receives special benefit from the arterial street lighting and medians
on Poinsettia Lane.
The existing SFD property, Assessor's Parcel Number 214-170-81-00, is already assessed in
Street Lighting and Landscaping District No.1 and is therefore exempted from this District.
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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 51.63 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 street
lights in the public street directly adjacent to them.
Both developments receive special benefit from the arterial street lighting and medians on
Melrose Drive and Palomar Airport Road.
Zone 6 —Bressi Ranch
The Bressi Ranch development is located on the southeast corner of Palomar Airport Road
and El Camino Real. It is comprised of varying types of land uses that receive special benefit
from the street trees, medians, street lighting within and directly adjacent to the development.
The entire development benefits from the street lighting within and directly adjacent to the
development, except the residential estate area that has private streets and so does not have
any local public street light benefits.It is anticipated that the HOA will maintain the local
streetlights and the street trees within the residential areas and the medians in Poinsettia
Lane. The city and the owners of the land within Bressi Ranch have an Agreement to provide
for the maintenance of such improvements by the HOA; therefore, annual assessments will
be levied within Zone 6 for the maintenance of the local street lights only if (a) the HOA fails
to maintain any such street lights pursuant to the Agreement, (b) as a result of the failure of
the HOA to maintain any such Improvements,the city is required to undertake such
maintenance and (c) the HOA has failed to reimburse the city for the cost of such maintenance
as required pursuant to the Agreement.
The development consists of SFD units and 8 Parks that have trees and local street lights in
the public streets directly adjacent to them. There are SFA units that have local street lights
adjacent to them,but do not have street trees directly adjacent to them. There are 25 SFD
estate units on private streets, with no public local street lights or street trees. There are also
148.71 acres of Non-Res development that have 40 watt and 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 corner of Alga Road and El Camino
Real. It is comprised of varying types of land uses that receive special benefit from the street
trees, medians, street lighting within and directly adjacent to the development.
There is a 12.77 acre School,a total of 7.6 acres of Park, 86 SFA units, and 591 SFD units
that all have local trees and local street lights in the public streets directly adjacent to them.
There is 14.96 acres of Non-Res and 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
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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 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 262 SFD units on private streets, with no publiC local street lights or street trees
directly adjacent to them.In Village 2.6, there are 53 SFD units and a 0.18 acre park on private
streets, with no public local street lights or street trees within this area. There are also 2 acres
of Non-Res parcels within the development that are taken into consideration when spreading
the special benefit,but are not part of this district and are assessed in Street Lighting and
Landscaping District No.1.
Though the streets within the Ridge development are private, the entire development receives
special benefit from the collector street lighting directly adjacent to the development on El
Fuerte Street along the westerly side of the development and the public portion of Corintia
Street on the easterly side of the development.
Village 2.6 is the only portion of the Ridge development that benefits from the street trees on
the public portion of Corintia Street on the westerly side of Village 2.6.
It is anticipated that the HOA will maintain the local streetlights and the street trees within the
residential areas. The city and the owners of the land within the Ridge have an Agreement to
provide for the maintenance of such improvements by the HOA;therefore,annual
assessments will be levied within Zone 8 for the maintenance of the local street lights and
street trees only if (a)the HOA fails to maintain any such street lights pursuant to the
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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 are 172.05 acres of non-residential use parcels with public local street lights and street
trees within and directly adjacent to them. There is also 219.50 acres of open space.
The development is not adjacent to any arterial roads, and therefore does not receive special
benefit from arterial street lights or medians.
Zone 10 —Robertson Ranch East Village
The Robertson Ranch East Village development is located on the north east corner of Cannon
Road and College Boulevard.It is comprised of varying types of land uses that receive special
benefit from the street trees, street lighting, and medians within and directly adjacent to the
development.
The development consists of 78 APT units, 84 SFA units, 320 SFD units,a total of 2.02 acres
of designated recreation areas,and a 15.51 acre Fire Station that all have local trees and
local street lights in the public streets directly adjacent to them. There are anticipated to be 23
SFD units and a 0.44 acre Park that is part of the Robertson Ranch West Village, but will be
directly adjacent to the East Village and take access off of Cannon Road and Wind Trail Way.
There is a 3.2 acre unplanned area and a 2.84 Water Quality Facility that do not have public
local street lights or street trees.
It is anticipated that the HOA will maintain the local street trees. The city and the owners of
the land within Robertson Ranch have an Agreement to provide for the maintenance of such
improvement by the HOA; therefore, annual assessments will be levied within Zone 10 for the
maintenance of the local street trees only if (a) the HOA fails to maintain any such street trees
and medians pursuant to the Agreement, (b) as a result of the failure of the HOA to maintain
any such Improvements, the city is required to undertake such maintenance and (c) the HOA
has failed to reimburse the city for the cost of such maintenance as required pursuant to the
Agreement.
The entire development receives special benefit from the arterial street lighting and medians
on College Blvd and Cannon Rd.
Zone 11 —Oaks North Residential
The Oaks North Residential Development is located south west of the intersection at Rancho
Santa Fe Rd and Questhaven Road, abutting the open space area that separates the Oaks
North 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.
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It is anticipated that the HOA will maintain the local streetlights and the street trees, and the
medians within the residential areas. The city and the owners of the land within the Oaks North
have an Agreement to provide for the maintenance of such improvements by the HOA;
therefore, annual assessments will be levied within Zone 11 for the maintenance of the local
street lights and street trees only if (a) the HOA fails to maintain any such street lights pursuant
to the Agreement, (b) as a result of the failure of the HOA to maintain any such Improvements,
the city is required to undertake such maintenance and (c) the HOA has failed to reimburse
the city for the cost of such maintenance as required pursuant to the Agreement.
There are 284 SFD units and a 2.26 acre park on public streets, with local street lights and
street trees within and directly adjacent to them. There are a total of 168 APT units, a 5.71
acre RV Parking lot, and 43 SFD units on private streets, with no public local street lights or
street trees.
All of the development receives special benefit from the collector street lighting, street trees,
and medians on San Elijo Road and Avenida Soledad.
All of the development receives special benefit from the arterial street lighting and medians
on Rancho Santa Fe Road. The median improvements on Rancho Santa Fe Road extend into
an open space area that separates The Oaks South from The Oaks North development. This
median provides an aesthetic link between the two developments and therefore 50% of the
costs of the medians within the open space area to the south of The Oaks North is apportioned
to The Oaks North, and 50% is apportioned to The Oaks South.
Zone 12 —La Costa Town Square
The La Costa Town Square development is located on the north east corner of La Costa
Avenue and Rancho Santa Fe Road. It is comprised of varying types of land uses that receive
special benefit from the street trees, street lighting, and medians within and directly adjacent
to the development.
There are 63 SFDs that all have local street lights and trees in the public streets directly
adjacent to them. There is are 43.61 acres Non-Res development and 32 SFDs that do not
have public local street lights or street trees.
Street trees and street lights along La Costa Avenue are classified as Collector Trees and
Collector 40W lights. The La Costa Town Square development is on the north side of La Costa
Avenue and will benefit from the street lights along La Costa Avenue, therefore 50% of the
street lights along La Costa Avenue have been apportioned to the La Costa Town Square. All
the trees in La Costa Avenue directly adjacent to the La Costa Town Square have been
apportioned to the La Costa Town Square. The annual cost to maintain these trees and street
lights will be spread among the development areas that are directly adjacent to and take
access from La Costa Avenue. These include the SFD and Non-Res development areas.
It is anticipated that the HOA will maintain the street trees. The city and the owners of the land
within La Costa Town Square have an Agreement to provide for the maintenance of such
improvements by the HOA; therefore, annual assessments will be levied within Zone 12 for
the maintenance of the trees only if (a) the HOA fails to maintain any such street lights and
trees pursuant to the Agreement, (b) as a result of the failure of the HOA to maintain any such
Improvements, the city is required to undertake such maintenance and (c) the HOA has failed
to reimburse the city for the cost of such maintenance as required pursuant to the Agreement.
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The entire development also benefits from arterial lighting and medians Rancho Santa Fe
Road.There will be approximately 1,795 linear feet of medians in Rancho Santa Fe Road
along the south east side of the development (which equals approx.34,105 sf of medians
based on a typical 19' width). The La Costa Town Center development is on both the north
and south side of Rancho Santa Fe Road and will benefit from the improved aesthetics of the
medians;therefore the entire benefit from the medians in Rancho Santa Fe Road is
apportioned to the La Costa Town Square.
Zone 13 —Fair Oaks Valley
The Fair Oaks Valley development is located to the east of the La Costa Oaks development.
It is comprised of residential land uses that receive special benefit from the street trees and
street lighting within the development.
There are 49 SFDs that all have local 40W street lights and trees in the public streets directly
adjacent to them.
Street trees and street lights along Camino Junipero are classified as Collector Trees and
Collector 100W lights. The annual cost to maintain these trees and street lights will be spread
among the entire development because the entire development takes access from Camino
Junipero. However, should the street be extended beyond the Fair Oaks Valley development,
then the benefits to the development will be revaluated.
It is anticipated that the HOA will maintain the street trees and street lights. The city and the
owners of the land within Fair Oaks Valley have an Agreement to provide for the maintenance
of such improvements by the HOA; therefore, annual assessments will be levied within Zone
13 for the maintenance of the trees and lights only if (a) the HOA fails to maintain any such
street lights and trees pursuant to the Agreement, (b) as a result of the failure of the HOA to
maintain any such Improvements, the city is required to undertake such maintenance and (c)
the HOA has failed to reimburse the city for the cost of such maintenance as required pursuant
to the Agreement.
Zone 14 —Quarry Creek
The Quarry Creek development is located south of Haymar Road. It is comprised of residential
land uses that receive special benefit from the street trees and street lighting within the
development.
There are anticipated to be an 89 unit APT, 352 SFDs, 0.9 acre parking lot and 5.2 acres of
Parks that will benefit from street trees and street lights located in the public collector
roadways within the development.
Street trees and street lights along Hayward Street and Street A, Street B,Street D,Street E
are classified as Collector Trees and Collector 100W lights. The annual cost to maintain these
trees and street lights will be spread among the entire development because the entire
development takes access from these streets.
It is anticipated that the HOA will maintain the street trees. The city and the owners of the land
within Quarry Creek have an Agreement to provide for the maintenance of such improvements
by the HOA; therefore, annual assessments will be levied within Zone 14 for the maintenance
of the trees only if (a) the HOA fails to maintain any such trees pursuant to the Agreement, (b)
as a result of the failure of the HOA to maintain any such Improvements, the city is required
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to undertake such maintenance and (c) the HOA has failed to reimburse the city for the cost
of such maintenance as required pursuant to the Agreement.
Zone 15 —Robertson Ranch West Village
The Robertson Ranch West Village development is located on the north east corner of El
Camino Real and Tamarack Avenue.It is comprised of varying types of land uses that receive
special benefit from the street trees, street lighting, and medians within and directly adjacent
to the development.
There are anticipated to be a total of 1.66 acres of designated recreation areas in Planning
Area 6 and a total of 173 SFD units in Planning Areas 3 and 6 that have local street lights and
trees in the public streets directly adjacent to them. There are anticipated to be a total of 364
APT units in Planning Areas 7 and 8,14.85 acres of Non-Res in Planning Area 11,1.20 acres
of designated recreation areas in Planning Area 4 are on designated collector streets, and
therefore are not considered to have any local street lights or street trees directly adjacent to
them. There are anticipated to be 0.40 acres of Park in Planning Area 9/10 and 111 SFD units
in Planning Areas 5 and 9/10 that are on private streets, and therefore are not considered to
have any local street lights or trees directly adjacent to them. There is anticipated to be a 1.78
acres of designed Non-Res in Planning Area 2 that is located off of El Camino Real that does
not benefit from local or collector street lighting or trees.
Robertson Road (from Tamarack Avenue to the landscaping circle and from Wellspring Street
to West Ranch Street),West Ranch Street,and the public portion of Gage Drive are
designated as Collector Streets. The street lights and street trees along these streets are
classified as Collector 40W Lights, Collector 100W Lights, and Collector Trees. The annual
cost to maintain these collector improvements will be spread among the development areas
that are directly adjacent to and take access from the Collector Streets.The Non-Res in
Planning Area 2 does not receive special benefit from the trees and lights on the Collector
Streets.
It is anticipated that the HOA will maintain the street trees. The city and the owners of the land
within Robertson Ranch have an Agreement to provide for the maintenance of such
improvements by the HOA; therefore, annual assessments will be levied within Zone 15 for
the maintenance of the local street trees only if (a) the HOA fails to maintain any such street
trees pursuant to the Agreement, (b) as a result of the failure of the HOA to maintain any such
Improvements, the city is required to undertake such maintenance and (c) the HOA has failed
to reimburse the city for the cost of such maintenance as required pursuant to the Agreement.
The entire development receives special benefit from the arterial street lighting on El Camino
Real and Tamarack Avenue.
The entire development also benefits from medians in El Camino Real and Tamarak Avenue.
There will be approximately 44,726 square feet of medians in El Camino Real along the south
side of the development and approximately 1,440 square feet of medians in College Blvd
along the easterly side of the development. The Roberson Ranch West Village is on the north
side of El Camino Real and the east side of Tamarak Avenue.The developments on the
opposite sides of El Camino Real and Tamarak Avenue will benefit from the improved
aesthetics of the medians directly adjacent to this property; therefore 50% of the benefit for
the medians in El Camino Real and Tamarak Avenue is apportioned to the Robertson Ranch
West Village (22,363 sf of medians in El Camino Real and 720 sf of medians in Tamarak
Avenue).
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ASSESSMENT APPORTIONMENT AND RATES
Equivalent Dwelling Units
To establish the special benefit to the individual parcels within the District, an Equivalent Dwelling
Unit system is used.Each parcel of land is assigned Equivalent Dwelling Units ("EDUs")in
proportion to the estimated special benefit the parcel receives relative to the other parcels within
the District from the streetlights, street trees and medians.
The single-family detached (SFD)residential parcel has been selected as the basic unit for
calculation of assessments; therefore, the SFD residential parcel is defined as one Equivalent
Dwelling Unit (EDU).A methodology has been developed to relate all other land uses to the SFD
residential land use as described below.
Single Family Attached (SFA) Residential. SFA residential uses, including condominiums, are
given a factor of 0.80 EDU per dwelling unit.Based on data from representative cities in Southern
California, the SFA residential factor of 80 percent is determined by the statistical proportion of
relative trip generation from various types of residential uses,in combination with population
density per unit.
Apartment (APT) Residential. APT residential uses, also known as multi-family residential uses,
are given a factor of 0.60 EDU per dwelling unit.Based on data from representative cities in
Southern California,the APT residential factor of 60 percent is determined by the statistical
proportion of relative trip generation from various types of residential uses,in combination with
population density per unit.
Non-Residential (Non-Res).In converting improved non-residential properties to EDUs,the
factor used is the City of Carlsbad average size for a SFD residential lot, which is 1 dwelling unit
per 7,500 sq. ft, or approximately 6 dwelling units per acre.Therefore,Non-Res parcels will be
assessed 6 EDU per acre or any portion thereof.
Vacant/Parks. Parcels that are designated for parks or parcels that are developable but do not
have a finalized development map are assessed based upon the acreage of the parcel. These
properties receive special benefits based on their land, as this is the basis of their value.Based
upon the opinions of professional appraisers, appraising current market property values for real
estate in Southern California, the land value portion of a property typically ranges from 20 to 30
percent of the property's total value. Additionally, the utilization of vacant property is significantly
less than improved property and vacant property has a traffic generation rate of 0.Therefore,
vacant parcels (and park parcels) will be assessed at the rate of 25% of Non-Res properties, or
1.5 EDU per acre or any portion thereof.
Open Space.Parcels designated as open space do not receive special benefits from the
Improvements and are therefore exempt from the assessment.
The following table summarizes the EDU formula described above.
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Final Annual Engineer's Report —FY 2017-18 Page 20
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 2017-18 budget rates and the calculated maximum assessment rates for FY 2017-
18.The FY 2017-18 assessment rate will be the lesser of the budget rate and the maximum rate.
For Zone 4, the budget rate for the SFA units exceeds the maximum rate due to an increase in
the annual costs for the improvements within the zone. Therefore, the FY 2017-18 Assessment
Rate has been limited to the FY 2017-18 Maximum Rate per EDU.
For Zone 15, the budget rate for the Non-Res parcels in Planning Area 2 exceeds the maximum
rate due to an increase in the annual costs for the improvements within the zone. Therefore, the
FY 2017-18 Assessment Rate has been limited to the FY 2017-18 Maximum Rate per EDU.
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Final Annual Engineer's Report -FY 2017-18 Page 21
Estimated FY 2017-18 Assessment Allocation and Rates
Collector FY 17-18 FY 17-18 FY 16-17 FY 17-18
Local Local Arterial Collector Arterial Collector Budget Asmt Maximum Maximum
Light Light Light Tree Tree Tree Median Median Rate Rate*Rates CPI Rates
Development DU Acres EDU EDU EDU EDU EDU EDU EDU EDU ($/EDU)($/EDU)($/EDU)Adj.($/EDU)
Zone 1 -Calavera Hills II
Village E -SFA (NLL)117 93.6 93.6 $70.62 $70.62 $74.23 2.0%$75.71
Village H -Non-Res (NLL)2.00 12.0 12.0 $70.62 $70.62 $74.23 2.0%$75.71
Village K -SFD 84 84.0 84.0 84.0 84.0 $118.23 $118.23 $214.54 2.0%$218.83
Village L-2 -SFD 14 14.0 14.0 14.0 14.0 $118.23 $118.23 $214.54 2.0%$218.83
Village U -SFA (NLL)135 108.0 108.0 $70.62 $70.62 $74.23 2.0%$75.71
Village W -SFD 114 114.0 114.0 114.0 114.0 $118.23 $118.23 $214.54 2.0%$218.83
Village X-Non-Res (NLL) utility 0.08 0.5 0.5 ,$70.62 $70.62 $74.23 2.0%$75.71
Village X -SFD 115 115.0 115.0 115.0 115.0 $118.23 $118.23 $214.54 2.0%$218.83
Village Y -APT (NLL)106 63.6 63.6 $70.62 $70.62 $74.23 2.0%$75.71
Village Y -Non-Res (NLL)1.05 6.3 6.3 $70.62 $70.62 $74.23 2.0%$75.71,
327.0 611.0 327.0 611.0
Zone 2 -Kelly Ranch Core
SFD 147 147.0 147.0 147.0 $118.35 $118.35 $130.07 2.0%$132.67
APT 451 270.6 270.6 270.6 $118.35 $118.35 $130.07 2.0%$132.67
Non-Res 2.61 15.7 15.7 15.7 $118.35 $118.35 $130.07 2.0%$132.67
Non-Res (NLL)2.63 15.8 15.8 $80.86 $80.86 $79.78 2.0%$81.38
Non-Res (NLL) utility 1.48 8.9 $3.83 $3.83 $5.78 2.0%$5.90
Park 0.49 0.7 0.7 0.7 $118.35 $118.35 $130.07 2.0%$132.67
SFD (NAP)6 6.0 6.0 6.0 $118.35 $118.35 $130.07 2.0%$132.67,
Vacant (NAP)5.67 8.5 '8.5 8.5 $118.35 $118.35 $130.07 2.0%$132.67
448.5 473.2 464.3
Zone 3 -The Oaks South
SFD 494 494.0 494.0 494.0 494.0 $4.32 $4.32 $455.53 2.0%$464.64
Non-Res 1.62 9.7 9.7 9.7 9.7 $4.32 $4.32 $455.53 2.0%$464.64
503.7 503.7 503.7 503.7
Zone 4 -Thompson/Tabata
SFD 232 232.0 232.0 232.0 232.0 $148.10 $148.10 $240.17 2.0%$244.97
SFA 24 19.2 19.2 19.2 $148.10 $137.97 $135.26 2.0%$137.97
251.2 251.2 232.0 251.2
Zone 5 -Palomar Forum/Carlsbad Raceway
Park 1.71 2.6 2.6 2.6 $99.04 $99.04 $177.88 2.0%$181.44
Non-Res-40W 112.36 674.2 674.2 674.2 $99.04 $99.04 $177.88 2.0%$181.44
Non-Res-100W 25.49 152.9 152.9 152.9 $101.27 $101.27 $106.86 2.0%$109.00
829.7 829.7 829.7
Zone 6 -Bressi Ranch
Non-Res 148.71 892.3 892.3 892.3 $71.47 $71.47 $78.83 2.0%$80.41
Park 12.38 18.6 18.6 18.6 18.6 $53.35 $53.35 $236.24 2.0%$240.96
SFD 498 498.0 498.0 498.0 498.0 $53.35 $53.35 $236.24 2.0%$240.96
SFA 100 80.0 80.0 80.0 $53.35 $53.35 $154.53 2.0%$157.62
SF Estates 25 25.0 25.0 $53.35 $53.35 $61.07 2.0%$62.29
1488.8 1513.8 516.6 1513.8
Zone 7 -The Greens
Non-Res-NLL 14.96 89.8 89.8 89.8 $48.41 $48.41 $278.21 2.0%$283.77,
Non-Res 12.77 76.6 76.6 76.6 76.6 $48.41 $48.41 $344.03 2.0%$350.91
Park 5.88 8.8 8.8 8.8 8.8 8.8 8.8 $48.41 $48.41 $424.18 2.0%$432.66
Park-NC 1.72 2.6 2.6 2.6 2.6 $48.41 $48.41 $344.03 2.0%$350.91
Park-NLT 32.11 48.2 48.2 48.2 48.2 $48.41 $48.41 $211.66 2.0%$215.89
SFA 86 68.8 68.8 68.8 68.8 $48.41 $48.41 $344.03 2.0%$350.91
SFA-NLL 38 30.4 30.4 30.4 $48.41 $48.41 $278.21 2.0%$283.77
SFD 484 484.0 484.0 484.0 484.0 484.0 484.0 $48.41 $48.41 $424.18 2.0%$432.66
SFD-NC 107 107.0 107.0 107.0 107.0 $48.41 $48.41 $344.03 2.0%$350.91
SF Estates 64 64.0 64.0 64.0 64.0 $48.41 $48.41 $211.66 2.0%$215.89
APT (NAP)180 108.0 108.0 108.0 108.0 ,$48.41 $48.41 $344.03 2.0%$350.91
Non-Res (NAP)0.65 3.9 3.9 3.9 3.9 $48.41 $48.41 $344.03 2.0%$350.91
Park-NLL (NAP)80.81 121.2 121.2 $48.41 $48.41 $131.49 2.0%$134.12
859.7 605.0 1213.3 979.9 605.0 1213.3
Zone 8 -The Ridge
PARK 0.18 0.3 0.3 0.3 0.3 $27.17 $27.17 $74.84 2.0%$76.34
SFA 53 42.4 42.4 42.4 42.4 $27.17 $27.17 $74.84 2.0%$76.34
SFD-NCT 263 263.0 263.0 263.0 $27.17 $27.17 $40.86 2.0%$41.68
Non-Res (NAP)2.00 12.0 12.0 12.0 $27.17 $27.17 $40.86 2.0%$41.68
317.7 317.7 42.7 317.7 _
NC =No Collector Lights/Trees NLL =No Local Lights NLT=No Local Trees DU =Dwelling Unit NAP =Not a Part
*The FY 2017-18 Assessment Rate will be the lesser of the Budget Rate and the Maximum Rate
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Final Annual Engineer's Report -FY 2017-18 Page 22
Estimated FY 2017-18 Assessment Allocation and Rates (cont'd)
Collector FY 17-18 FY 17-18 FY 16-17 FY 17-18
Local Local Arterial Collector Arterial Collector Budget Asmt Maximum Maximum
Light Light Light Tree Tree Tree Median Median Rate Rate*Rates CPI Rates
Development DU Acres EDU EDU EDU EDU EDU EDU EDU EDU ($/EDU)($/EDU)($/EDU)Adj.($/EDU)
Zone 9 -Oaks North Business Park
Non-Res 172.04 1,032.2 1,032.2 $55.93 $55.93 $56.94 2.0%$58.08
1,032.2 1,032.2
Zone 10 -Robertson Ranch East Village
APT 78 46.8 46.8 46.8 46.8 $157.97 $157.97 $259.40 2.0%$264.59
SFA 84 67.2 67.2 67.2 67.2 $157.97 $157.97 $259.40 2.0%$264.59
SFD (PA 16,17,18)304 304.0 304.0 304.0 304.0 $157.97 $157.97 $259.40 2.0%$264.59
Park 2.02 3.03 3.03 3.03 3.03 $157.97 $157.97 $259.40 2.0%$264.59
SFD (PA 14)16 16.0 16.0 16.0 16.0 $157.97 $157.97 $259.40 2.0%$264.59
Non-Res (Util)2.84 17.04 17.04 $117.49 $117.49 $130.75 2.0%$133.37
Vacant 6.59 9.89 9.89 $117.49 $117.49 $130.75 2.0%$133.37
Non-Res (PA 12 -Fire Station)15.51 93.06 93.06 93.06 93.06 $157.97 $157.97 $259.40 2.0%$264.59
SFD (PA13)23 23.00 23.00 23.00 23.00 $157.97 $157.97 $259.40 2.0%$264.59
Park (PA13)0.44 0.66 0.66 0.66 0.66 $157.97 $157.97 $259.40 2.0%$264.59
Vacant (NAP)5.70 8.55 8.55 $117.49 $117.49 $130.75 2.0%$133.37
553.8 589.2 553.8 589.2
Zone 11 -Oaks North Residential
SFD 283 283.0 283.0 283.0 283.0 283.0 283.0 283.0 $8.02 $8.02 $362.00 2.0%$369.24
SFD (NLL)43 43.0 43.0 43.0 43.0 43.0 $8.02 $8.02 $195.98 2.0%$199.90
APT 168 100.8 100.8 100.8 100.8 100.8 $8.02 $8.02 $195.98 2.0%$199.90
Park 2.26 3.39 3.39 3.39 3.39 3.39 3.39 3.39 $8.02 $8.02 $362.00 2.0%$369.24
Non-Res (NLL)5.71 34.26 34.26 34.26 34.26 34.26 $8.02 $8.02 $195.98 2.0%$199.90
286.4 464.5 464.5 286.4 464.5 464.5 464.5
Zone 12 -La Costa Town Square
SFD 64 64.0 64.0 64.0 64.0 64.0 64.0 64.0 $154.76 $154.76 $439.88 2.0%$448.68
Non-Res 43.93 263.6 263.6 263.6 263.6 263.6 $101.25 $101.25 $148.59 2.0%$151.56
SFD (NLL)32 32.0 32.0 32.0 $94.60 $94.60 $118.48 2.0%$120.85
64.0 327.6 359.6 64.0 327.6 359.6 359.6
Zone 13 -Fair Oaks Valley
SFD 49 49.0 49.0 49.0 49.0 $0.00 $0.00 $467.43 2.0%$476.78
49.0 49.0 49.0 49.0
Zone 14 -Quarry Creek
APT 89 89.0 89.0 $0.00 $0.00 $123.41 2.0%$125.88
SFD 352 352.0 352.0 $0.00 $0.00 $123.41 2.0%$125.88
Non-Res 0.90 5.4 5.4 $0.00 $0.00 $123.41 2.0%$125.88
Park 5.20 7.8 7.8 $0.00 $0.00 $123.41 2.0%$125.88
454.2 454.2
Zone 15 -Robertson Ranch West Village
APT (PA 7)96 57.6 57.6 57.6 ,57.6 57.6 $62.06 $62.06 $86.27 2.0%$88.00
APT (PA 8)268 160.8 160.8 160.8 160.8 160.8 $62.06 $62.06 $86.27 2.0%$88.00
Non-Res-NC (PA 2)1.87 11.2 11.2 11.2 $55.08 $54.01 $52.95 2.0%$54.01
Non-Res (PA 11)14.85 89.1 89.1 89.1 89.1 89.1 $62.06 $62.06 $86.27 2.0%$88.00
Park (PA 6)0.74 1.1 1.1 1.1 1.1 1.1 1.1 1.1 $102.87 $102.87 $277.60 2.0%$283.15
Park (PA 6)0.91 1.4 1.4 1.4 1.4 1.4 1.4 1.4 $102.87 $102.87 $277.60 2.0%$283.15
Park-NLL (PA 4)1.20 1.8 1.8 1.8 1.8 1.8 $62.06 $62.06 $86.27 2.0%$88.00
Park-NLL (PA 9/10)0.40 0.6 0.6 0.6 0.6 0.6 $62.06 $62.06 $86.27 2.0%$88.00
SFD (PA 3)87 ,87.0 87.0 87.0 87.0 87.0 87.0 87.0 $102.87 $102.87 $277.60 2.0%$283.15
SFD (PA 6)86 86.0 86.0 86.0 86.0 86.0 86.0 86.0 $102.87 $102.87 $277.60 2.0%$283.15
SFD-NLL (PA 5)35 35.0 35.0 35.0 35.0 35.0 $62.06 $62.06 $86.27 2.0%$88.00
SFD-NLL (PA 9/10)75 75.0 75.0 75.0 75.0 75.0 $62.06 $62.06 $86.27 2.0%$88.00
175.5 595.4 606.6 175.5 595.4 606.6 606.6
NC =No Collector Lights/Trees NLL =No Local Lights NLT=No Local Trees DU =Dwelling Unit NAP =Not a Part
*The FY 2017-18 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.)
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City of Carlsbad June 15, 2017
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Final Annual Engineer's Report —FY 2017-18 Page 23
No assessments will be collected in FY 2017-18 for Zone 13 (Fair Oaks Valley) because the HOA
is maintaining all improvements within the Fair Oaks Valley development.
No assessments will be collected in FY 2017-18 for Zone 14 (Quarry Creek) because none of the
improvements have been installed in the Quarry Creek development.
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City of Carlsbad June 15, 2017
Street Lighting and Landscaping District No. 2
Final Annual Engineer's Report —FY 2017-18 Page 24
PART D
ASSESSMENT ROLL
The Assessment Roll is a listing of the proposed maximum assessment for Fiscal Year 2017-18
apportioned to each lot or parcel, as shown on the last equalized roll of the Assessor of the County
of San Diego. The Assessment Roll is on file in the city's Finance Department and is incorporated
by reference herein and made part of this Report.
The description of each lot or parcel is part of the records of the Assessor of the County of San
Diego and these records are, by reference, made part of this Report.
PART E
ASSESSMENT DIAGRAM
An Assessment Diagram for the Maintenance District is provided on the following page.
The lines and dimensions of each lot or parcel within the Maintenance District are those lines and
dimensions shown on the maps of the Assessor of the County of San Diego, for the year when
this Report was prepared, and are incorporated by reference herein and made part of this Report.
164
x ro _1
() E (/)
0 Cl C :E Cl ::::;
PACIFIC OCEAN
~1.-~~~~~~~~~-"
~ Development Names:
"O 5 Zone 1 -Calavera Hills
~ -Zone 2 -Kelly Ranch
Ei1 Zone 3 -The Oaks South (.) z ~ Zone 4 -Thompson/Tabata
~ Zone 5 -Palomar Forum/Raceway a. "' ::;e
~ "' "O C 19 '!} u ::, "O
Zone 8 -The Ridge
Zone 9 -The Oaks North Industrial
e Zone 1 O -Robertson Ranch East % :g, -Zone 11 -The Oaks North Residential
~ Zone 12 -La Costa Town Square
~ Zone 13 -Fair Oaks Valley
iii -Zone 14 -Quarry Creek
E 1l Zone 15 -Robertson Ranch West Miles
0 Map created by the City of Carlsbad GIS. OLl===================================:::!..!:====================::::!;;!;l;
Zone 11
The Oaks
North
Residential