Loading...
HomeMy WebLinkAbout2023-06-06; City Council; Resolution 2023-148RESOLUTION NO. 2023-148 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFORNIA, INITIATING THE PROCEEDINGS, APPROVING THE PRELIMINARY ENGINEER'S REPORT FOR FISCAL YEAR 2023-24 AND SETTING A PUBLIC HEARING FOR JULY 11, 2023, FOR THE ANNUAL LEVY OF ASSESSMENTS WITHIN STREET LIGHTING AND LANDSCAPING DISTRICT NO. 1, 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 (California Streets and Highways Code Section 22500 et seq.), known and designated as City of Carlsbad Street Lighting and Landscaping District No. 1 ("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 (California Government Code Section 53750 et seq.), and is therefore exempt from the Proposition 218 procedures and requirements pursuant to California Constitution Article XIIID Section 5, subdivision (a); and WHEREAS, the City Council wishes to initiate proceedings to provide for the annual levy of assessments for fiscal year 2023-24 to provide for the annual costs for maintenance of improvements, defined as existing street lighting, median landscaping and street trees ("Improvements"), within the Assessment District; and WHEREAS, a preliminary Engineer's Report ("Report") has been prepared and is presented to the City Council and is attached as Attachment A, as required by law, and the City Council desires to continue with the proceedings for the annual levy; and WHEREAS, the Improvements to be maintained shall consist of all originally designated and authorized improvements, as well as certain new and additional improvements; and WHEREAS, the City Council has carefully examined and reviewed the Report as presented, and is satisfied with each and all of the items and documents as set forth within it, and is satisfied that the assessments, on a preliminary basis, have been distributed in accordance with the benefits received from the Improvements to be maintained, as set forth in the Report. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Carlsbad, California, as follows: 1. 2. That the above recitations are true and correct. That the public interest and convenience require, and it is the intention of this legislative body to levy and collect assessments to pay the annual costs and expenses for the maintenance and/or servicing of the Improvements for the Assessment District, with the Improvements generally described as follows: the maintenance of certain street lighting improvements, street trees, and median landscaping improvements, as set forth and described in the Report. The proposed new Improvements to be maintained and serviced caused generally by new development within the Assessment District are described as follows: the maintenance of certain additional street lighting improvements and additional landscaping improvements, including replacement of street trees and median landscaping improvements, all as set forth and described in the Report. 3.That the Improvements are of direct benefit to the properties within the boundaries of the Assessment District, which the legislative body previously declared to be the area benefited by the Improvements, as identified and referenced in the boundary map previously approved by the City Council, a copy of which is on file in the office of the City Clerk and open for public inspection, and which is designated by the name of this Assessment District. 4.That the Improvements are referred to Harris & Associates, who is directed to make and file the Report generally containing the following: A.Plans and specifications describing the general nature, location and extent of the Improvements within the Assessment District; B.A diagram for the Assessment District, showing the area and properties proposed to be assessed; C.An estimate of the cost of the maintenance and/or servicing of the Improvements for the Assessment District for the Fiscal Year commencing July 1, 2023 and ending June 30, 2024; D.An assessment of the estimated costs of the maintenance and/or servicing, assessing the net amount upon all assessable lots and/or parcels within the Assessment District in proportion to the benefits received. 5.That the Report, as presented, is approved on a preliminary basis, and is ordered to be filed in the office of the City Clerk as a permanent record and to remain open to public inspection. Reference is made to the Report for a full and detailed description of the improvements to be maintained, the boundaries of the Assessment District and any zones within it, and the proposed assessments upon assessable lots and parcels of land within the Assessment District. All Street Lighting Improvement Zone, Street Tree Improvement Zone and Median Landscaping Improvement Zone assessments are to remain the same as the previous year and all new assessments added to the tax roll will be calculated at the same unit rates as the previous year. 6.Notice is hereby given that a public hearing is scheduled for 5 p.m. at the City Council Chambers located at 1200 Carlsbad Village Drive in Carlsbad, California on the following date: Tuesday, July 11, 2023 At that time this legislative body will hear protests or objections in reference to the annual levy of assessments and to any other matters contained in this resolution. Any persons who wish to object to the proceedings or the annual levy should file a written protest with the City Clerk prior to the time set for the public hearing. If there is a majority protest against the levy of an annual assessment that is increased from any previous year, the proposed increase in the assessment shall be abandoned. A majority protest exists if, upon the conclusion of the hearing, written protests filed and not withdrawn, represent property"owners owning more than 50% of the assessable area of land within the Assessment District. 7.That the City Clerk is authorized and directed to give notice as required by law by causing a copy of this Resolution to be published in a newspaper of general circulation within the City of Carlsbad not less than 10 days prior to the date set for the public hearing. 8.For any and all information relating to these proceedings, including information relating to protest procedure, your attention is directed to the persons designated below: and CITY OF CARLSBAD, CITY CLERK 1200 CARLSBAD VILLAGE DRIVE, CARLSBAD, CA 92008 ANNA TAN-GATUE, PROJECT MANAGER HARRIS & ASSOCIATES TELEPHONE: (800) 827-4901 EXT. 2344 Owners of property within the Assessment District may mail written protests to the following address: CITY OF CARLSBAD, CITY CLERK 1200 CARLSBAD VILLAGE DRIVE, CARLSBAD, CA 92008 ------------------------------ PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council of the City of Carlsbad on the 6th day of June, 2023, by the following vote, to wit: AYES: NAYS: ABSTAIN: ABSENT: Blackburn, Bhat-Patel, Acosta, Burkholder, Luna. None. None. None. KEI SHERRY FREISINGER, City Clerk (SEAL) CITY OF CARLSBAD PRELIMINARY ENGINEER’S REPORT FISCAL YEAR 2023-24 STREET LIGHTING AND LANDSCAPING DISTRICT NO. 1 May 31, 2023 PREPARED BY Anna Tan-Gatue, P.E. R.I.E. 14356 Exp. 06/30/23 www.WeAreHarris.com I .. • & Associates Harns 1111 ~ Preliminary Engineer’s Report Street Lighting and Landscaping District No. 1 City of Carlsbad Fiscal Year 2023-24 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 ■ I Harris & Associates Preliminary Engineer’s Report Street Lighting and Landscaping District No. 1 City of Carlsbad Fiscal Year 2023-24 1 INTRODUCTION This report constitutes the Engineer’s Report for City of Carlsbad (“city”) Street Lighting and Landscaping District No. 1 (“Assessment District”) and was prepared at the Direction of the 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 2023-24 commencing July 1, 2023 and ending on June 30, 2024 (“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 City Clerk’s Office. 3. AN ESTIMATE OF THE COSTS OF THE IMPROVEMENTS. The estimate of costs of the improvements contains estimates for the following: a. The total cost of maintaining and servicing the improvements for the specified improvement zone including all incidental expenses for the fiscal year. b. The amount of any surplus or deficit in the improvement fund to be carried over from the preceding fiscal year. c. The amount of any contributions to be made from sources other than assessments levied pursuant to the Assessment District. d. The amount, if any, of the annual installment for the fiscal year where the City Council has ordered an assessment for the estimated cost of any improvements to be levied and collected in annual installments. e. The net amount to be assessed upon assessable lands within the Assessment District, being the total improvement costs referred to in sub-section a, increased or decreased, as the case may be, by any of the amounts referred to in sub-sections b, c or d. 4. AN ASSESSMENT OF THE ESTIMATED COSTS OF THE IMPROVEMENTS. The assessment shall refer to the new fiscal year and shall do all of the following: a. State the net amount to be assessed upon the assessable lands within the Assessment District. B I Harris & Associates Preliminary Engineer’s Report Street Lighting and Landscaping District No. 1 City of Carlsbad Fiscal Year 2023-24 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. B I Harris & Associates Preliminary Engineer’s Report Street Lighting and Landscaping District No. 1 City of Carlsbad Fiscal Year 2023-24 3 PART 1 – STREET LIGHTING IMPROVEMENT ZONE PLANS AND SPECIFICATIONS The improvement work consists of maintenance and servicing of the 7,380 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 250 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 2023-24” on file at the city’s City Clerk’s Office. 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 2023-24” on file at the city’s City Clerk’s Office. 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 City Clerk’s Office. ESTIMATED COST OF THE IMPROVEMENTS The estimated total cost of maintaining and servicing the city’s inventory of public street lighting improvements is $1,175,700. 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. B I Harris & Associates Preliminary Engineer’s Report Street Lighting and Landscaping District No. 1 City of Carlsbad Fiscal Year 2023-24 4 TOTAL ESTIMATED FY 2023-24 STREET LIGHTING MAINTENANCE & SERVICE COSTS The net assessable amount to be levied upon the assessable lands within the Assessment District is $1,175,700. 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 2023-24 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 San Diego County tax rolls. The city's General Fund will contribute $226,754 ($198,754 general benefit contribution plus $28,000 public parcel contribution). 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 $227,400 Maintenance & Operations $948,300 Total Cost Estimate $1,175,700 Total Cost Estimate $1,175,700 Less: Contribution for Services to Public Parcels $28,000 Contribution from LLD No. 2 $80,646 General Benefit Contribution $198,754 Interest Earned $30,000 Misc Revenues $0 Projected Fund Balance from Previous Fiscal Year $2,792,231 Plus: Estimated Fund Reserve at end of Fiscal Year 2,695,839$ Net Assessable Amount 741,908$ B I Harris & Associates Preliminary Engineer’s Report Street Lighting and Landscaping District No. 1 City of Carlsbad Fiscal Year 2023-24 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 Lamp Size Lamp Number Monthly Monthly Annual Annual General (Watts)Type Lights Rate Amount Amount Cost per Benefit Local Lights: 40 IND 4,234 $3.62 $15,327.08 $183,924.96 $43.44 $0.00 40 LED 678 $3.81 $2,583.18 $30,998.16 $45.72 $0.00 Subtotal-1 4,912 $214,923.12 $0.00 Lights over 40 Watts 70 LED 101 $6.75 $681.75 $8,181.00 $81.00 $3,563.28 85 IND 13 $7.70 $100.10 $1,201.20 $92.40 $636.48 85 LED 31 $8.27 $256.37 $3,076.44 $99.24 $1,659.12 100 IND 694 $9.05 $6,280.70 $75,368.40 $108.60 $45,221.04 100 LED 121 $9.74 $1,178.54 $14,142.48 $116.88 $8,610.36 111 LED 813 $11.04 $8,975.52 $107,706.24 $132.48 $70,535.88 120 LED 668 $11.72 $7,828.96 $93,947.52 $140.64 $63,406.56 150 IND 14 $14.66 $205.24 $2,462.88 $175.92 $1,854.72 250 IND 13 $24.56 $319.28 $3,831.36 $294.72 $3,266.64 Subtotal-2 2,468 $309,917.52 $198,754.08 Total 7,380 $524,840.64 $198,754.08 General Benefit = $198,754 FY 2023-24 Lighting Budget Amount $1,175,700 FY 2023-24 Public Parcel Contribution $28,000 Total Est. Cost Less Public Parcel Contribution*$1,147,700 General Benefit Percentage 17.32% * Based on preliminary budget estimates B I Harris & Associates .. Preliminary Engineer’s Report Street Lighting and Landscaping District No. 1 City of Carlsbad Fiscal Year 2023-24 6 area within the development and pay the energy costs for the initial 18-month period. The units in a development are assessed the following fiscal year after the street lights are energized. Two Zones of benefit have been created within the citywide Street Lighting Zone as follows: Zone 1 – City owned and maintained street lights Zone 2 – Undeveloped property – non-benefiting, not assessed Zone 1 consists of the following eight sub-codes. 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. B I Harris & Associates Preliminary Engineer’s Report Street Lighting and Landscaping District No. 1 City of Carlsbad Fiscal Year 2023-24 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 2023-24 and will remain at the same unit rates as assessed in the last 27 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 27 fiscal years. The rate per assessment unit for Fiscal Year 2023-24 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 B I Harris & Associates Preliminary Engineer’s Report Street Lighting and Landscaping District No. 1 City of Carlsbad Fiscal Year 2023-24 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 12,050 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, Pyrus, Palms (all species), Podocarpus and Platanus) 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 2023-24” on file at the city’s City Clerk’s Office. 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 2023-24” on file at the city’s City Clerk’s Office. 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 City Clerk’s Office. 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 $1,067,200. 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 Engineers 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. B I Harris & Associates Preliminary Engineer’s Report Street Lighting and Landscaping District No. 1 City of Carlsbad Fiscal Year 2023-24 9 TOTAL ESTIMATED FY 2023-24 STREET TREE MAINTENANCE & SERVICE COSTS The net assessable amount to be levied upon the assessable lands within the Assessment District is $471,627. 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 2023-24 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 12,050 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 $345,650 Maintenance & Operations $721,550 Total Cost Estimate $1,067,200 Total Cost Estimate $1,067,200 Less: Contribution from LLD No. 2 $48,503 Projected Fund Balance from Previous Fiscal Year $130,062 General Fund Transfer $535,000 Plus: Estimated Fund Reserve at end of Fiscal Year $117,992 Net Assessable Amount $471,627 B I Harris & Associates Preliminary Engineer’s Report Street Lighting and Landscaping District No. 1 City of Carlsbad Fiscal Year 2023-24 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) B I Harris & Associates Preliminary Engineer’s Report Street Lighting and Landscaping District No. 1 City of Carlsbad Fiscal Year 2023-24 11 The Street Tree Improvement Zone assessments will not increase in Fiscal Year 2023-24 and will remain at the same unit rate of $36.10 per EDU as assessed in the last 27 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 27 fiscal years. This unit assessment is applied to 15,771 parcels in the Street Tree Improvement Zone. The total number of EDUs for these parcels amounts to approximately 13,065.76 EDUs. The revenue generated by these parcels amounts to $471,626.96. 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. B I Harris & Associates Preliminary Engineer’s Report Street Lighting and Landscaping District No. 1 City of Carlsbad Fiscal Year 2023-24 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 2023-24” on file at the city’s City Clerk’s Office. 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 2023-24” on file at the city’s City Clerk’s Office. 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 City Clerk’s Office. 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 $1,614,250. 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. B I Harris & Associates Preliminary Engineer’s Report Street Lighting and Landscaping District No. 1 City of Carlsbad Fiscal Year 2023-24 13 TOTAL ESTIMATED FY 2023-24 MEDIAN LANDSCAPING MAINTENANCE & SERVICE COSTS The net assessable amount to be levied upon the assessable lands within the Assessment District is $355,261. 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 2023-24 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 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 $327,550 Maintenance & Operations $1,286,700 Total Cost Estimate $1,614,250 Total Cost Estimate $1,614,250 Less: LLD #2 Contribution $214,115 Projected Fund Balance from Previous Fiscal Year $207,852 General Fund Transfer $1,035,000 Plus: Estimated Fund Reserve at end of Fiscal Year $197,978 Net Assessable Amount $355,261 B I Harris & Associates Preliminary Engineer’s Report Street Lighting and Landscaping District No. 1 City of Carlsbad Fiscal Year 2023-24 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) B I Harris & Associates Preliminary Engineer’s Report Street Lighting and Landscaping District No. 1 City of Carlsbad Fiscal Year 2023-24 15 The Median Landscaping Improvement Zone assessments will not increase in Fiscal Year 2023-24 and will remain at the same unit rate of $8.34 per EDU as assessed in the last 27 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 27 fiscal years. This unit assessment is applied to 51,001 parcels in the Median Landscaping Improvement Zone. The total number of EDUs for these parcels amounts to approximately 42,640.03 EDUs. The revenue generated by these parcels amounts to $355,261.02. 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. B I Harris & Associates 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. A complete list of the APNs will be provided in the Final Engineer’s Report. www.WeAreHarris.com Anna Tan-Gatue, PE Project Manager Anna.Tan-Gatue@WeAreHarris.com P: 949-536-2507 ■ Harris & Associates !^ PACIFIC OCEAN EL C A MIN OREAL CA R L S B A D B L C A N N ONR D LACOS T A AV PALOMARAIRPORTRD ALGA RD A V IARAPY M E L R O S E D R RANC H O S A N T A F E R D C A R L S B A D V I L L AGEDR POINSETTIA LN CO L L E G E B L OLIVE N H A I N R D COL L E GEBL P O I N S E TTI A L N TAMARACKAV BATIQUITOSLAGOON AGUAHEDIONDALAGOON BUENAVISTALAGOON Do c u m e n t P a t h : J : \ c b g i s \ p r o d u c t s \ S t a n d a r d M a p s \ F I N A N C E \ 2 0 2 3 \ S t r e e t L i g h t i n g Z o n e _ 8 x 1 1 . m x d Street Lighting ImprovementZone and Lighting FacilitiesLocation Diagram for Fiscal Year 2023-24 Map 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) , .. , l •• I r/ I .... ., : I / / ~- I I . t-,..... ,· I ·•-. •• . i : I "', r•., / ··-....: \ i , ........ ..... ·,." : I !^ PACIFIC OCEAN EL C A MIN OREAL CA R L S B A D B L C A N N ONR D LACOS T A AV PALOMARAIRPORTRD ALGA RD A V IARAPY M E L R O S E D R RANC H O S A N T A F E R D C A R L S B A D V I L L AGEDR POINSETTIA LN CO L L E G E B L OLIVE N H A I N R D COL L E GEBL P O I N S E TTI A L N TAMARACKAV BATIQUITOSLAGOON AGUAHEDIONDALAGOON BUENAVISTALAGOON Do c u m e n t P a t h : J : \ c b g i s \ p r o d u c t s \ S t a n d a r d M a p s \ F I N A N C E \ 2 0 2 3 \ T r e e B e n e f i t Z o n e _ 8 x 1 1 . m x d Street Tree Improvement ZoneLocation Diagramfor Fiscal Year 2023-24 Figure 2Map created by the City of Carlsbad GIS. I 0 1 Miles Tree Benefit Zone - ...... , ..... ·,." I i / I I I I ~----_,{ rf l- l •• I .1 l .... ., : I / ; ~: I I ~. .. i .......... , . I i : I "", r•., l ....... \ i ............ !^ PACIFIC OCEAN EL C A MIN OREAL CA R L S B A D B L C A N N ONR D LACOS T A AV PALOMARAIRPORTRD ALGA RD A V IARAPY M E L R O S E D R RANC H O S A N T A F E R D C A R L S B A D V I L L AGEDR POINSETTIA LN CO L L E G E B L OLIVE N H A I N R D COL L E GEBL P O I N S E TTI A L N TAMARACKAV BATIQUITOSLAGOON AGUAHEDIONDALAGOON BUENAVISTALAGOON Do c u m e n t P a t h : J : \ c b g i s \ p r o d u c t s \ S t a n d a r d M a p s \ F I N A N C E \ 2 0 2 3 \ M e d i a n B e n e f i t Z o n e _ 8 x 1 1 . m x d Street Median ImprovementZone and Median FacilitiesLocation Diagramfor Fiscal Year 2023-24 Map created by the City of Carlsbad GIS. I 0 1 Miles Median Benefit Zone i . i i i.. I i / .. , / I ~~=--:---:--:--s::~{ ,. : \ i ............ rf l- . . , . ., i / i ~· I I ~. .. .......... ,