HomeMy WebLinkAbout2020-07-14; City Council; Resolution 2020-143Exhibit 1
RESOLUTION NO. 2020-143
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 2020-21 FOR STREET LIGHTING
AND LANDSCAPING DISTRICT NO. 1, A SPECIAL ASSESSMENT DISTRICT
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
(California Streets and Highways Code Section 22500 et seq.); the special assessment district is known and
designated as Street Lighting and Landscaping District No. 1 (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 of the California Constitution (Proposition 218) and the
Proposition 218 Omnibus Implementation Act, and is therefore exempt from the procedures and
requirements pursuant to California Constitution Article XIIID Section 5(a); and
WHEREAS, a public hearing has been held relating to the levy of the annual assessments and the City
Council is satisfied with the assessment and diagram and all other matters as contained in the Engineer's
Report dated June 30, 2020 (the "Report") as now submitted for final consideration and approval and
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 are overruled and denied.
3. That the final assessment and diagram for the proceedings as contained in the attached
Report are approved and confirmed.
4. That the public interest and convenience requires and the City Council orders the maintenance
work to be made and performed as set forth in the attached Report and as previously declared
and set forth in the Resolution of Intention.
5. That the assessments contained in the attached Report for fiscal year 2020-21 are confirmed
and levied upon the respective lots or parcels of land in the Assessment District in the amounts
as set forth in the attached Report.
July 14, 2020 Item #13 Page 5 of 27
ENGLES , City ilerk
Exhibit 1
6. That all assessments have been apportioned properly in accordance with the benefits that
each parcel receives from the proposed maintenance works of improvement.
7. That the above-referenced diagram and assessment shall be filed in the office of the city clerk
and open for public inspection.
8. That the finance department is directed to file a certified copy of the diagram and assessment
with the San Diego County Auditor by no later than the third Monday in August, or as required
by the County of San Diego.
9. 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 on the lot or parcel.
10. 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.
11. That the assessments as above authorized and levied for these proceedings will provide
revenue and relate to the fiscal year commencing July 1, 2020 and ending June 30, 2021.
PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council of the City of Carlsbad on
the 14th day of July 2020, by the following vote, to wit:
AYES: Hall, Blackburn, Bhat-Patel, Schumacher.
NAYS: None.
ABSENT: None.
MATT HALL, ayor
(SEAL)
\\\\ 1111/1/1/
July 14, 2020 Item #13 Page 6 of 27
CITY OF CARLSBAD
FINAL ENGINEER’S REPORT
FISCAL YEAR 2020-21
STREET LIGHTING AND LANDSCAPING
DISTRICT NO. 1
June 30, 2020
PREPARED BY
K. Dennis Klingelhofer, P.E.
RCE 50255 Exp. 06/30/21
www.WeAreHarris.com
Attachment A
July 14, 2020 Item #13 Page 7 of 27
PFinalEngineer’s Report
Street Lighting and Landscaping District No. 1
City of Carlsbad
Fiscal Year 2020-21
ii
TABLE OF CONTENTS
Introduction ........................................................................................................................................................ 1
Part 1 – Street Lighting Improvement Zone ....................................................................................................... 3
Part 2 – Street Tree Improvement Zone ............................................................................................................. 8
Part 3 – Median Landscaping Improvement Zone ........................................................................................... 12
Exhibit A – Parcels no longer in LLD No. 1 ........................................................................................................ 16
July 14, 2020 Item #13 Page 8 of 27
Final Engineer’s Report
Street Lighting and Landscaping District No. 1
City of Carlsbad
Fiscal Year 2020-21
1
INTRODUCTION
This report constitutes the Engineer’s Report for City of Carlsbad Street Lighting and Landscaping District
No. 1 (“Assessment District”) and was prepared at the Direction of the Carlsbad City Council pursuant to the
requirements of the Landscaping and Lighting Act of 1972, being Division 15, Part 2 of the Streets and
Highways Code of the State of California, commencing with Section 22500 ("Act").
The report applies to Fiscal Year 2020-21 commencing July 1, 2020 and ending on June 30, 2021 (“Fiscal
Year”). The report has been prepared in three parts corresponding to the three special improvement zones
within the Assessment District; Street Lighting, Street Trees and Median Landscaping. Pursuant to the
requirements of the Act, each part contains the following four components:
1. PLANS AND SPECIFICATIONS FOR THE IMPROVEMENTS. The plans and specifications describe the
general nature, location and extent of the improvements to be maintained.
2. A DIAGRAM FOR THE ASSESSMENT DISTRICT. The diagram shows the exterior boundaries of the
Assessment District, the boundaries of the specified improvement zone within the Assessment District,
and the lines and dimensions of each lot or parcel within the District. Each lot or parcel is identified by a
distinctive number or letter. The lines and dimensions of each lot conform to those shown on the San
Diego County Assessor's maps. For purposes of clarity, only a generalized diagram is included within the
report. The detailed assessment diagram is on file at the city’s Public Works Department.
3. AN ESTIMATE OF THE COSTS OF THE IMPROVEMENTS. The estimate of costs of the improvements
contains estimates for the following:
a. The total cost of maintaining and servicing the improvements for the specified improvement
zone including all incidental expenses for the fiscal year.
b. The amount of any surplus or deficit in the improvement fund to be carried over from the
preceding fiscal year.
c. The amount of any contributions to be made from sources other than assessments levied
pursuant to the Assessment District.
d. The amount, if any, of the annual installment for the fiscal year where the City Council has
ordered an assessment for the estimated cost of any improvements to be levied and collected
in annual installments.
e. The net amount to be assessed upon assessable lands within the Assessment District, being the
total improvement costs referred to in sub-section a, increased or decreased, as the case may
be, by any of the amounts referred to in sub-sections b, c or d.
4. AN ASSESSMENT OF THE ESTIMATED COSTS OF THE IMPROVEMENTS. The assessment shall refer to the
new fiscal year and shall do all of the following:
a. State the net amount to be assessed upon the assessable lands within the Assessment District.
July 14, 2020 Item #13 Page 9 of 27
Final Engineer’s Report
Street Lighting and Landscaping District No. 1
City of Carlsbad
Fiscal Year 2020-21
2
b. Describe each assessable lot or parcel of land within the Assessment District. Due to the large
number of parcels within the Assessment District, the city uses the assessor’s parcel number
from San Diego County records assessment rolls for a description of the lots. A copy of the
assessment roll including such description is kept on file at the city’s Finance Department.
c. Assess the net amount upon all assessable lots or parcels of land within the Assessment District
by apportioning that amount among the several lots or parcels in proportion to the estimated
benefits to be received by each lot or parcel from the improvements.
July 14, 2020 Item #13 Page 10 of 27
Final Engineer’s Report
Street Lighting and Landscaping District No. 1
City of Carlsbad
Fiscal Year 2020-21
3
PART 1 – STREET LIGHTING IMPROVEMENT ZONE
PLANS AND SPECIFICATIONS
The improvement work consists of maintenance and servicing of the 7,363 street lights within the
boundaries of the Assessment District including all supporting poles, mast arms, pull boxes, wiring, conduits
and other appurtenances. The total number of street lights maintained and serviced includes approximately
208 streetlights that were repaired during the previous Fiscal Year. The general location of the street light
improvements are as shown on the city’s full-scale map titled “Street Lighting Improvement Zone and
Lighting Facilities Location Diagram for Fiscal Year 2020-21” on file at the city’s Public Works Department. A
reduced copy of the map is included as Figure 1 in this report.
DIAGRAM OF THE ASSESSMENT DISTRICT
The diagram of the Assessment District is as shown on the city’s full scale map titled “Street Lighting
Improvement Zone and Lighting Facilities Location Diagram for Fiscal Year 2020-21” on file at the city’s
Public Works Department. A reduced copy of the map is included as Figure 1 in this report. The lines and
dimensions of each lot or parcel within the Street Lighting Improvement Zone and the distinctive assessor’s
parcel number are shown on the San Diego County Assessor's map which is also on file at the city’s Public
Works Department.
ESTIMATED COST OF THE IMPROVEMENTS
The estimated total cost of maintaining and servicing the city’s inventory of public street lighting
improvements is $1,285,115.
The estimated total cost includes the furnishing of all services and materials for the ordinary and usual
operation, maintenance and servicing of installed streetlights and the provision of electric current. For
budgetary purposes, the costs are segregated into two categories of Personnel, and Maintenance and
Operations. These two categories include the following services and expenditures:
City staff assigned to Street Lighting services, city administration (updating expenditures and
segregation of the assessments), engineering and legal expenses, coordination between residents
and city staff for the maintenance of city street lights, providing expertise to city inspectors during
inspection of lighting systems, coordinating underground service alert mark-outs for various city
departments, performing mark-outs for street light systems, maintaining as-built records of city
street light system for future maintenance, updating of the street lighting mapping and inventory
database, performing routine night surveillance, checking proposed improvement plans for
conformance with city standards regarding street lights, coordinating with Planning,
Transportation, Traffic and Engineer's of Work to ensure that departmental needs are met, the
provision of electrical current and the cost for purchase of capital equipment and new street light
facilities.
The following table shows the breakdown of the estimated total costs into the two budgetary categories.
July 14, 2020 Item #13 Page 11 of 27
Final Engineer’s Report
Street Lighting and Landscaping District No. 1
City of Carlsbad
Fiscal Year 2020-21
4
TOTAL ESTIMATED FY 2020-21
STREET LIGHTING MAINTENANCE & SERVICE COSTS
The net assessable amount to be levied upon the assessable lands within the Assessment District is
$740,242. This amount is derived by subtracting the amounts of the current improvement fund surplus and
contributions from other funding sources from the total cost estimate. The following table shows how the
net assessable amount is derived:
FY 2020-21
NET ASSESSABLE AMOUNT – STREET LIGHTING MAINTENANCE
The contribution for services to public parcels has been estimated at $28,000. This contribution is made
since public parcels are non-assessable on the County tax rolls. The city's General Fund will contribute
$119,766.
Any share of the benefits received from an improvement that does not provide a special benefit to the
assessed properties is considered to be a general benefit provided by the improvements. The cost of such
general benefit is not to be assessed to the properties in the Assessment District, but instead is contributed
by the city from the city’s General Fund. For street lighting the city has determined that general benefit is
derived exclusively along the city’s arterial roads. The amount of general benefit is established by
multiplying the number of arterial street lights by the difference between the average annual cost to
maintain a light on an arterial street and a local street. The table on the following page shows the
calculation of the cost estimate for general benefit for Street Lights.
Personnel $236,625
Maintenance & Operations $1,048,490
Total Cost Estimate $1,285,115
Total Cost Estimate $1,285,115
Less:
Contribution for Services to Public Parcels $28,000
Contribution from LLD No. 2 $93,435
General Benefit Contribution $119,766
Interest Earned $23,000
Misc Revenues $28,000
Projected Fund Balance from Previous Fiscal Year $2,822,564
Plus:
Estimated Fund Reserve at end of Fiscal Year 2,569,892$
Net Assessable Amount 740,242$
July 14, 2020 Item #13 Page 12 of 27
Final Engineer’s Report
Street Lighting and Landscaping District No. 1
City of Carlsbad
Fiscal Year 2020-21
5
COST ESTIMATE FOR GENERAL BENEFIT
STREET LIGHT SUMMARY PER SAN DIEGO GAS & ELECTRIC CO.
AN ASSESSMENT OF THE ESTIMATED COSTS OF THE IMPROVEMENTS
The lighting and the orderly circulation of traffic directly benefit the developments within the District. The
improvements and annexation into the Street Lighting Zone are required for the approval of, and as a
consequence of, new development, and thus benefit the respective developments. The lighting is of benefit
to abutting parcels as it provides increased property protection, personal safety, visibility, traffic safety, and
enhances those areas fronting upon the illuminated street.
All of the parcels within the Assessment District are located within the City of Carlsbad and are approved
developments or are in the final stages of obtaining approval for a proposed development. As a condition
of approval, the developer is required by the city to provide certain standard street lighting for the entire
area within the development and pay the energy costs for the initial 18-month period. The units in a
development are assessed the following fiscal year after the street lights are energized.
Lamp Size Number Monthly Monthly Annual Annual General
(Watts)Lights Rate Amount Amount Cost per Benefit
Low wattage lights for collector streets:
40 4,847 $2.18 $10,566.46 $126,797.52 $26.16 $0.00
Subtotal-1 4,847 $126,797.52 $0.00
High wattage lights for arterial streets:
70 103 $3.75 $386.25 $4,635.00 $45.00 $1,940.52
85 41 $4.58 $187.78 $2,253.36 $54.96 $1,180.80
100 1,671 $5.45 $9,106.95 $109,283.40 $65.40 $65,570.04
150 688 $8.15 $5,607.20 $67,286.40 $97.80 $49,288.32
200 0 $10.89 $0.00 $0.00 $130.68 $0.00
250 13 $13.63 $177.19 $2,126.28 $163.56 $1,786.20
Subtotal-2 2,516 $185,584.44 $119,765.88
Total 7,363 $312,381.96 $119,765.88
General Benefit = $119,765.88
FY 2020-21 Lighting Budget Amount $1,285,115
FY 2020-21 Public Parcel Contribution $28,000
Total Est. Cost Less Public Parcel Contribution*$1,257,115
General Benefit Percentage 9.53%
* Based on preliminary budget estimates
July 14, 2020 Item #13 Page 13 of 27
Final Engineer’s Report
Street Lighting and Landscaping District No. 1
City of Carlsbad
Fiscal Year 2020-21
6
Two Zones of benefit have been created within the citywide Street Lighting Zone as follows:
Zone 1 – City owned and maintained street lights
Zone 2 – Undeveloped property – non-benefiting, not assessed
Zone 1 consists of the following eight sub-codes.
CODE A1* Street lights at intersections only (residential)
CODE B1* Street lights at intersections and mid-block (residential)
CODE C1* Street light spacing at current city engineering standards (residential)
CODE D1* City owned street lights on surrounding streets, private lighting within the
development (single-family residential, only adjacent city lights will be calculated
for code assessment cost)
CODE E2** Street light spacing at current city standard, condos and apartment buildings, ten
units and above
CODE F2** Street light spacing at current city standard, commercial and industrial parcels
CODE G2** Special lighting and spacing standard, downtown redevelopment area
CODE H1*** Street light spacing at current city standard, time shares only
* The unit rate of assessment for these codes was based on equal shares of cost of maintenance and
operation of the total lights within each code at the time of formation.
** The unit rate of assessment for these codes at the time of formation was based on the share of cost of
maintenance and operation of total lights as determined by front footage percentage of each parcel in
relation to total footage within each code.
*** The unit rate of assessment for this code at the time of formation was based on a flat rate per unit.
The method of assessment for codes within Zone 1 is based on units as shown in the following table. In the
case of codes A1, B1, C1, and D1, a residential dwelling is equal to one benefit unit. In Code E2
condominium dwelling units or apartment buildings with ten units and above are assigned units based on
the front footage of these developments. In Code F2 commercial and industrial parcels are assigned units
based on the front footage of these developments. Code G2 includes the downtown redevelopment area
and units in this code are also based on front footage. Code H1 only includes time share units, which are all
assigned the same cost per unit.
July 14, 2020 Item #13 Page 14 of 27
Final Engineer’s Report
Street Lighting and Landscaping District No. 1
City of Carlsbad
Fiscal Year 2020-21
7
METHOD OF ASSESSMENT FOR STREET LIGHTING
Street Lighting Code Benefit Unit
A1, B1, C1, D1 Residential dwelling unit = one benefit unit
E2, F2, G2 Commercial, residential and redevelopment area = one front
foot of street frontage = one benefit unit
H1 Time shares = $0.20 per weekly unit
The Street Lighting Zone assessments will not increase in Fiscal Year 2020-21, and will remain at the same
unit rates as assessed in the last 24 fiscal years. All new assessors’ parcels, which by petition of the property
owner(s) have been added to the Street Lighting Zone, will be calculated at the same unit rates as used in
the last 24 fiscal years.
The rate per assessment unit for Fiscal Year 2020-21 in each of the eight codes is shown in the following
table.
STREET LIGHTING ASSESSMENT UNIT RATES
For specific assessment on each parcel, reference is made to the Assessment Roll on file in the city’s
Finance Department, which is incorporated herein by this reference as though set forth in full.
Street Lighting Code
A1 $14.84 / Unit
B1 $23.94 / Unit
C1 $26.00 / Unit
D1 $6.90 / Unit
H1 $0.20 / Unit
E2 $0.372765 / Foot
F2 $0.580858 / Foot
G2 $2.690464 / Foot
Rate per Unit
July 14, 2020 Item #13 Page 15 of 27
Final Engineer’s Report
Street Lighting and Landscaping District No. 1
City of Carlsbad
Fiscal Year 2020-21
8
PART 2 – STREET TREE IMPROVEMENT ZONE
PLANS AND SPECIFICATIONS
The existing number of trees within the public right of way that the city has maintenance responsibility for
is approximately 7,096 trees. The work consists of maintenance to all the city accepted and inventoried
trees within the public right-of-ways. Tree maintenance includes planting, canopy pruning, root pruning,
removing and replacing. The district annually responds to approximately 600 street tree requests/work
orders and provides storm or other emergency assistance as necessary. The district also funds a Block
Pruning Program where every tree within the district is inspected/pruned on a 4 – 4 ½ year cycle and
selective genus (e.g. Eucalyptus, Ficus, Podocarpus, Pyrus, Washingtonia) are also pruned on a
supplemental 2 - 2 ¼ year cycle. The general location of the street tree improvements are as shown on the
city’s full-scale map titled “Street Tree Improvement Zone Location Diagram for Fiscal Year 2020-21” on file
at the city’s Public Works Department. A reduced copy of the map is included as Figure 2 in this report.
DIAGRAM OF THE ASSESSMENT DISTRICT
The diagram of the Assessment District is as shown on the city’s full-scale map titled “Street Tree
Improvement Zone Location Diagram for Fiscal Year 2020-21” on file at the city’s Public Works Department.
A reduced copy of the map is included as Figure 2 in this report. The lines and dimensions of each lot or
parcel within the Street Tree Improvement Zone and the distinctive assessor’s parcel number are shown on
the San Diego County Assessor's map which is also on file at the city’s Public Works Department.
ESTIMATE OF THE COST OF THE IMPROVEMENTS
The estimated total cost of maintaining and servicing the city’s inventory of public street tree
improvements is $959,599.
The estimated total cost includes the furnishing of all services and materials for the ordinary and usual
maintenance and servicing of street trees. For budgetary purposes, the costs are segregated into two
categories of Personnel and Maintenance and Operations. These two categories include the following
services and expenditures:
City staff assigned to Street Tree services, city administration (updating expenditures and segregation of the
assessments), engineering and legal expenses, coordination between citizens and city staff for the
maintenance of city street trees, providing expertise to city inspectors during inspection of the trees,
maintaining as-built records of city street tree system for future maintenance, updating of the street tree
mapping and inventory database, checking proposed improvement plans for conformance with city
standards regarding street trees, coordinating with Planning, Transportation, Traffic, Park Maintenance and
Engineer's of Work to ensure that departmental needs are met, the provision of supplies such as pesticides,
fertilizer, and water, and the cost for purchase of capital equipment and new/replacement street trees.
The following table shows the breakdown of the estimated total costs into the two budgetary categories.
July 14, 2020 Item #13 Page 16 of 27
Final Engineer’s Report
Street Lighting and Landscaping District No. 1
City of Carlsbad
Fiscal Year 2020-21
9
TOTAL ESTIMATED FY 2020-21
STREET TREE MAINTENANCE & SERVICE COSTS
The net assessable amount to be levied upon the assessable lands within the Assessment District is
$468,644. This amount is derived by subtracting the amounts of the current improvement fund surplus and
contributions from other funding sources from the total cost estimate. The following table shows how the
net assessable amount is derived:
FY 2020-21
NET ASSESSABLE AMOUNT – STREET TREE MAINTENANCE
Any share of the benefits received from an improvement that does not provide a special benefit to the
assessed properties is considered to be a general benefit provided by the improvements. The cost of such
general benefit is not to be assessed to the properties in the Assessment District, but instead is contributed
by the city from the city’s General Fund. For street trees, the city has determined that there is no general
benefit.
AN ASSESSMENT OF THE ESTIMATED COSTS OF THE IMPROVEMENTS
The existing number of trees within the public right of way that the city only has maintenance responsibility
for is approximately 7,096 trees.
Street trees that are in the street right-of-way are generally located between the curb and sidewalk and/or
property line in the areas of the city as shown in Figure 2. Each property within the Street Tree
Improvement Zone receives approximately the same degree of benefit to their property. Therefore, staff
established a benefit formula in which each zoned parcel is given an equivalent dwelling unit (EDU) based
on the average size of a single-family residential lot in the City of Carlsbad (7,500 square feet or 0.17 acres).
Thus, each single-family parcel is given an EDU of 1.0, while most other parcels, as shown on the following
table, are given assessments based on acreage to establish an EDU value based on the following formula:
Acreage of parcel divided by 0.17 acres = EDUs. This formula was approved by City Council at the June 6,
1989 regular meeting.
Personnel $303,213
Maintenance & Operations $656,386
Total Cost Estimate $959,599
Total Cost Estimate $959,599
Less:
Contribution from LLD No. 2 $82,945
Projected Fund Balance from Previous Fiscal Year $627,072
General Fund Transfer $0
Plus:
Estimated Fund Reserve at end of Fiscal Year $219,061
Net Assessable Amount $468,644
July 14, 2020 Item #13 Page 17 of 27
Final Engineer’s Report
Street Lighting and Landscaping District No. 1
City of Carlsbad
Fiscal Year 2020-21
10
STREET TREE BENEFIT UNITS AND LAND USE CODES
BEN.
UNITS
L.U.
CODE
LAND USE DESCRIPTION
BEN.
UNITS
L.U.
CODE
LAND USE DESCRIPTION
Formula 00 Unzoned 1.0 50 Vacant irrigated
1.0 51 Citrus
.1/DU 07 Timeshare 1.0 52 Avocados
.1/DU 09 Mobile home 1.0 53 Vines
1.0 10 Vacant residential 1.0 54 Misc. trees
1.0 11 Single-family residence 1.0 55 Livestock
.5/DU 12 Duplex or double 1.0 56 Poultry
.1/DU 13 Res. 2-4 units/2 houses 1.0 57 Misc. irrigated crops
.1/DU 14 Res. 5-15 units 1.0 58 Growing houses
.1/DU 15 Res. 16-60 units 1.0 59 Special/misc. irrigated
.1/DU 16 Res. 61 units and up
.1/DU 17 Condominium 1.0 61 Non-irrigated 1-10 AC
.1/DU 18 Co-op 1.0 62 Non-irrigated 11-40 AC
.1/DU 19 Misc. residential 1.0 63 Non-irrigated 41-160 AC
1.0 64 Non-irrigated 161-360 AC
Formula 20 Vacant commercial 1.0 65 Non-irrigated 361 & up AC
Formula 21 1-3 story misc. store bldgs.
Formula 22 4 story & up office/store 0.0 70 Vacant institutional
Formula 23 Regional shopping ctr. 0.0 71 Church
Formula 24 Community shopping ctr. 0.0 72 Church parking/related
Formula 25 Neighborhood shopping ctr. 0.0 73 Cemetery
Formula 26 Hotel, motel 0.0 74 Mausoleum
Formula 27 Service station 0.0 75 Mortuary
Formula 28 Med., dental, animal hospital
Formula 29 Con. Hospital, rest home Formula 77 Hospital
Formula 79 Spec./misc. institutional
Formula 30 Office condominiums
Formula 31 Parking lot, garage, used cars Formula 80 Vacant recreational
Formula 32 Trailer park Formula 81 Meeting hall, gym
Formula 33 Theater Formula 82 Golf course
Formula 34 Bowling alley Formula 83 Marine, dock
Formula 35 Restaurant Formula 84 Recreational camps
Formula 36 Car wash 0.0 85 Non-tax recreational
Formula 37 Large chain grocery/drug 0.0 86 Open space easements
Formula 38 Auto sales/service agency 0.0 87 Agr. Preserve (no contract)
Formula 39 Misc. comm., radio stn., bank 0.0 88 Agr. Preserve (contract)
Formula 89 Spec./misc. recreational
Formula 40 Vacant industrial
Formula 41 Factory – light manufacturer 0.0 90 Vacant tax. Govt. property
Formula 42 Factory – heavy manufacturer
Formula 43 Warehouse – proc. Or stor.
Formula 44 Bulk storage (tanks, etc.)
Formula 45 Extractive & mining
Formula 46 Small automotive garage
Formula 47 Industrial condos
Formula 49 Spec./misc. industrial
Formula: If acres < .20, then Benefit Units (BU) = 1.0, otherwise BU = 5.9 x Acres (i.e. Acres/0.17)
July 14, 2020 Item #13 Page 18 of 27
Final Engineer’s Report
Street Lighting and Landscaping District No. 1
City of Carlsbad
Fiscal Year 2020-21
11
The Street Tree Improvement Zone assessments will not increase in Fiscal Year 2020-21, and will remain at
the same unit rate of $36.10 per EDU as assessed in the last 24 fiscal years. All new assessor's parcels, that
by petition of the property owner(s) have been added to the Street Tree Improvement Zone, will be
calculated at the same unit rate as used in the last 24 fiscal years.
This unit assessment is applied to 14,498 parcels in the Street Tree Improvement Zone. The total number of
EDUs for these parcels amounts to approximately 12,983.07 EDUs. The revenue generated by these parcels
amounts to $468,643.50. For the specific assessment on each parcel, reference is made to the Assessment
Roll at the city’s Finance Department, which is incorporated herein by this reference as though set forth in
full.
July 14, 2020 Item #13 Page 19 of 27
Final Engineer’s Report
Street Lighting and Landscaping District No. 1
City of Carlsbad
Fiscal Year 2020-21
12
PART 3 – MEDIAN LANDSCAPING IMPROVEMENT ZONE
PLANS AND SPECIFICATIONS
The Street Median program provides landscape maintenance and litter collection to all city-controlled
medians, parkways and downtown village landscaped areas. It includes maintenance on approximately 68
acres of landscaped medians and 9 acres of parkways, flower baskets, planter boxes and other landscaped
pockets. Maintenance includes trash pick-up, weed control, pruning, planting, pesticide/fertilizer
application, removals, replanting, irrigation-including repairs and adjustments, and hardscape cleaning.
Contractual operations provide for the routine maintenance of each of the described areas. The general
location of the median landscaping improvements are as shown on the city’s full scale map titled “Street
Median Improvement Zone and Median Facilities Location Diagram for Fiscal Year 2020-21” on file at the
city’s Public Works Department. A reduced copy of the map is included as Figure 3 in this report.
DIAGRAM OF THE ASSESSMENT DISTRICT
The diagram of the Assessment District is as shown on the city’s full scale map titled “Street Median
Improvement Zone and Median Facilities Location Diagram for Fiscal Year 2020-21” on file at the city’s
Public Works Department. A reduced copy of the map is included as Figure 3 in this report. The lines and
dimensions of each lot or parcel within Median Landscaping Improvement Zone and the distinctive
assessor’s parcel number are shown on the San Diego County Assessor's map which is also on file at the
city’s Public Works Department.
ESTIMATE OF THE COST OF THE IMPROVEMENTS:
The estimated total cost of maintaining and servicing the city’s inventory of public street median
improvements is $1,406,086.
The estimated total cost includes the furnishing of all services and materials for the ordinary and usual
maintenance and servicing of the median landscaping. For budgetary purposes, the costs are segregated
into two categories of Personnel and Maintenance and Operations. These two categories include the
following services and expenditures:
City staff assigned to Median Landscaping services, city administration (updating expenditures and
segregation of the assessments), engineering and legal expenses, coordination between citizens and city
staff for the maintenance of city medians, providing expertise to city inspectors during inspection of the
medians, maintaining as-built records of city street median system for future maintenance, updating of the
median mapping and inventory database, checking proposed improvement plans for conformance with city
standards regarding medians, coordinating with Planning, Transportation, Traffic, Parks Maintenance and
Engineer's of Work to ensure that departmental needs are met, the provision of supplies such as pesticides,
fertilizer, and water, and the cost for purchase of capital equipment and refurbishment of the medians.
The following table shows the breakdown of the estimated total costs into the two budgetary categories.
July 14, 2020 Item #13 Page 20 of 27
Final Engineer’s Report
Street Lighting and Landscaping District No. 1
City of Carlsbad
Fiscal Year 2020-21
13
TOTAL ESTIMATED FY 2020-21
MEDIAN LANDSCAPING MAINTENANCE & SERVICE COSTS
The net assessable amount to be levied upon the assessable lands within the Assessment District is
$359,399. This amount is derived by subtracting the amounts of the current improvement fund surplus and
contributions from other funding sources from the total cost estimate. The following table shows how the
net assessable amount is derived:
FY 2020-21
NET ASSESSABLE AMOUNT – MEDIAN MAINTENANCE
Any share of the benefits received from an improvement that does not provide a special benefit to the
assessed properties is considered to be a general benefit provided by the improvements. The cost of such
general benefit is not to be assessed to the properties in the Assessment District, but instead is contributed
by the city from the city’s General Fund. For median landscaping, the city has determined that there is no
general benefit.
AN ASSESSMENT OF THE ESTIMATED COSTS OF THE IMPROVEMENTS
This service generally benefits all parcels and residents within the city boundaries. Thus, all parcels in the
city boundary share in the cost of median maintenance using the same EDU formula as in effect for the
Street Tree Improvement Zone. City staff established the benefit formula in which each zoned parcel is
given an equivalent dwelling unit (EDU) based on the average size of a single-family residential lot in the
City of Carlsbad (7,500 square feet or 0.17 acres). Thus, each single-family parcel is given an EDU of 1.0,
while most other parcels, as shown on the following table, are given assessments based on acreage to
establish an EDU value based on the following formula: Acreage of parcel divided by 0.17 acres = EDUs.
This formula was approved by City Council at the June 6, 1989 regular meeting.
Personnel $293,541
Maintenance & Operations $1,112,545
Total Cost Estimate $1,406,086
Total Cost Estimate $1,406,086
Less:
LLD #2 Contribution $186,504
Projected Fund Balance from Previous Fiscal Year $265,955
General Fund Transfer $700,000
Plus:
Estimated Fund Reserve at end of Fiscal Year $105,772
Net Assessable Amount $359,399
July 14, 2020 Item #13 Page 21 of 27
Final Engineer’s Report
Street Lighting and Landscaping District No. 1
City of Carlsbad
Fiscal Year 2020-21
14
LANDSCAPE MAINTENANCE BENEFIT UNITS AND LAND USE CODES
BEN.
UNITS
L.U.
CODE
LAND USE DESCRIPTION
BEN.
UNITS
L.U.
CODE
LAND USE DESCRIPTION
Formula 00 Unzoned 1.0 50 Vacant irrigated
1.0 51 Citrus
.1/DU 07 Timeshare 1.0 52 Avocados
.1/DU 09 Mobile home 1.0 53 Vines
1.0 10 Vacant residential 1.0 54 Misc. trees
1.0 11 Single-family residence 1.0 55 Livestock
.5/DU 12 Duplex or double 1.0 56 Poultry
.1/DU 13 Res. 2-4 units/2 houses 1.0 57 Misc. irrigated crops
.1/DU 14 Res. 5-15 units 1.0 58 Growing houses
.1/DU 15 Res. 16-60 units 1.0 59 Special/misc. irrigated
.1/DU 16 Res. 61 units and up
.1/DU 17 Condominium 1.0 61 Non-irrigated 1-10 AC
.1/DU 18 Co-op 1.0 62 Non-irrigated 11-40 AC
.1/DU 19 Misc. residential 1.0 63 Non-irrigated 41-160 AC
1.0 64 Non-irrigated 161-360 AC
Formula 20 Vacant commercial 1.0 65 Non-irrigated 361 & up AC
Formula 21 1-3 story misc. store bldgs.
Formula 22 4 story & up office/store 0.0 70 Vacant institutional
Formula 23 Regional shopping ctr. 0.0 71 Church
Formula 24 Community shopping ctr. 0.0 72 Church parking/related
Formula 25 Neighborhood shopping ctr. 0.0 73 Cemetery
Formula 26 Hotel, motel 0.0 74 Mausoleum
Formula 27 Service station 0.0 75 Mortuary
Formula 28 Med., dental, animal hospital
Formula 29 Con. Hospital, rest home Formula 77 Hospital
Formula 79 Spec./misc. institutional
Formula 30 Office condominiums
Formula 31 Parking lot, garage, used cars Formula 80 Vacant recreational
Formula 32 Trailer park Formula 81 Meeting hall, gym
Formula 33 Theater Formula 82 Golf course
Formula 34 Bowling alley Formula 83 Marine, dock
Formula 35 Restaurant Formula 84 Recreational camps
Formula 36 Car wash 0.0 85 Non-tax recreational
Formula 37 Large chain grocery/drug 0.0 86 Open space easements
Formula 38 Auto sales/service agency 0.0 87 Agr. Preserve (no contract)
Formula 39 Misc. comm., radio stn., bank 0.0 88 Agr. Preserve (contract)
Formula 89 Spec./misc. recreational
Formula 40 Vacant industrial
Formula 41 Factory – light manufacturer 0.0 90 Vacant tax. Govt. property
Formula 42 Factory – heavy manufacturer
Formula 43 Warehouse – proc. Or stor.
Formula 44 Bulk storage (tanks, etc.)
Formula 45 Extractive & mining
Formula 46 Small automotive garage
Formula 47 Industrial condos
Formula 49 Spec./misc. industrial
Formula: If acres < .20, then Benefit Units (BU) = 1.0, otherwise BU = 5.9 x Acres (i.e. Acres/0.17)
July 14, 2020 Item #13 Page 22 of 27
Final Engineer’s Report
Street Lighting and Landscaping District No. 1
City of Carlsbad
Fiscal Year 2020-21
15
The Median Landscaping Improvement Zone assessments will not increase in Fiscal Year 2020-21, and will
remain at the same unit rate of $8.34 per EDU as assessed in the last 24 fiscal years. All new assessors’
parcels that have been added within the city boundaries are automatically added to the Median
Landscaping Improvement Zone and will be calculated at the same unit rate as used in the last 24 fiscal
years.
This unit assessment is applied to 50,461 parcels in the Median Landscaping Improvement Zone. The total
number of EDUs for these parcels amounts to approximately 43,137.74 EDUs. The revenue generated by
these parcels amounts to $359,398.80. For the specific assessment on each parcel, reference is made to
the Assessment Roll on file at the city’s Finance Department, which is incorporated herein by this reference
as though set forth in full.
July 14, 2020 Item #13 Page 23 of 27
16
EXHIBIT A – PARCELS NO LONGER IN LLD NO. 1
Exhibit A contains a list the parcels that were incorporated into Street Lighting and Landscaping District No.
2 and are therefore being exempted from this Street Lighting and Landscaping District No. 1. These parcels
were previously assessed for median benefit.
www.WeAreHarris.com
Anna Tan-Gatue, PE
Project Manager
Anna.Tan-Gatue@WeAreHarris.com
P: 949-536-2507
July 14, 2020 Item #13 Page 24 of 27
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PACIFIC OCEAN
ELC A M INOREALCARLSBAD BLC A N NONRDLACOS T A AV
PALOMARAIRPORTRD
ALGA RD
A
V
IARAPY ME
L
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OSEDRRANCHO S A N T A F E R D
C A R L S B A D V ILL AGEDR
POINSETTIA LN
CO L L E G E B LOLIVE
N
H
A
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D COLLE GEBLP O IN S E TTI A L N
TAMARACKAV
BATIQUITOSLAGOON
AGUAHEDIONDALAGOON
BUENAVISTALAGOON
Document Path: J:\cbgis\products\Standard Maps\FINANCE\2020\StreetLightingZone_8x11.mxdStreet Lighting ImprovementZone and Lighting FacilitiesLocation Diagram for Fiscal Year 2020-21
Figure 1Map created by the City of Carlsbad GIS.
I 0 1
Miles
Zone 2 - Non-Benefiting, Undeveloped Areas (no assessments)
H1 - Street light spacing at current city standard, time shares only
D1 - City owned street lights on surrounding streets, private
lighting within development (single family residential, only
adjacent city lights will be calculated for code assessment cost)
E2 - Street light spacing at current city standards, condos and apartment bulidings, ten units and above
F2 - Street light spacing at current city standard, commercial and
industrial parcels
G2 - Special lighting and spacing standard,downtown redevelopment area
Zone 1 - City Owned and Maintained Lights
A1 - Street lights at intersections only (residential)
B1 - Street lights at intersections and mid-block (residential)
C1 - Street light spacing at current city standards (residential)
July 14, 2020 Item #13 Page 25 of 27
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PACIFIC OCEAN
ELC A M INOREALCARLSBAD BLC A N NONRDLACOS T A AV
PALOMARAIRPORTRD
ALGA RD
A
V
IARAPY ME
L
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OSEDRRANCHO S A N T A F E R D
C A R L S B A D V ILL AGEDR
POINSETTIA LN
CO L L E G E B LOLIVE
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D COLLE GEBLP O IN S E TTI A L N
TAMARACKAV
BATIQUITOSLAGOON
AGUAHEDIONDALAGOON
BUENAVISTALAGOON
Document Path: J:\cbgis\products\Standard Maps\FINANCE\2020\TreeBenefitZone_8x11.mxdStreet Tree Improvement ZoneLocation Diagramfor Fiscal Year 2020-21
Figure 2Map created by the City of Carlsbad GIS.
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Miles
Tree Benefit Zone
Figure 2July 14, 2020 Item #13 Page 26 of 27
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PACIFIC OCEAN
ELC A M INOREALCARLSBAD BLC A N NONRDLACOS T A AV
PALOMARAIRPORTRD
ALGA RD
A
V
IARAPY ME
L
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OSEDRRANCHO S A N T A F E R D
C A R L S B A D V ILL AGEDR
POINSETTIA LN
CO L L E G E B LOLIVE
N
H
A
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D COLLE GEBLP O IN S E TTI A L N
TAMARACKAV
BATIQUITOSLAGOON
AGUAHEDIONDALAGOON
BUENAVISTALAGOON
Document Path: J:\cbgis\products\Standard Maps\FINANCE\2020\MedianBenefitZone_8x11.mxdStreet Median ImprovementZone and Median FacilitiesLocation Diagramfor Fiscal Year 2020-21
Figure 3Map created by the City of Carlsbad GIS.
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Miles
Median Benefit Zone
July 14, 2020 Item #13 Page 27 of 27