2023-06-06; City Council; 07; Initiating Proceedings for the Annual Levy of Assessments within Street Lighting and Landscaping District No. 1, a Special Assessment District

CA Review JRT
Meeting Date: June 6, 2023
To: Mayor and City Council
From: Scott Chadwick, City Manager
Staff Contact: Katie Schroeder, Senior Accountant
[email protected], 442-339-5246
Subject: Initiating Proceedings for the Annual Levy of Assessments within Street Lighting and Landscaping District No. 1, a Special Assessment District Districts: All
Reco
mmended Action
Adopt a resolution 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.

Executive Summary
The City Council's approval of this state-mandated report and scheduling of a public hearing is needed to initiate the proceedings for the annual levy of assessments within the city's Street Lighting and Landscaping District No. 1 for fiscal year 2023-24, under the procedures set forth in California Streets and Highways Code sections 22620-22641.

Explanation & Analysis
The City of Carlsbad Street Lighting and Landscaping District No. 1 funds the cost of operating and maintaining the city's street lighting system through assessments from each parcel in the city based on the special benefit received by each parcel.

This district includes the Street Tree Improvement Zone and the Median Landscaping Improvement Zone.
• The Street Tree Improvement Zone is not citywide; it includes only the properties within the city that have street trees within the public right-of-way areas. Its maintenance program provides scheduled tree trimming, treatment of damaged trees, and emergency response to fallen trees within the public right of way. • The Median Improvement Zone funds the cost of maintaining the street medians throughout the city. This improvement zone includes plant and tree maintenance care and structural replacement of the medians when necessary.

The district was formed under the terms of California Streets and Highways Code Section 22500 et seq., known as the Landscaping and Lighting Act of 1972. This law requires a report by an engineer for each fiscal year for which assessments are to be levied and collected.

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This report is to contain:
a) Plans and specifications for the improvements
b) An estimate of the costs of the improvements
c) A diagram of the assessment district
d) An assessment of the estimated costs of the improvements e) If bonds or notes will be issued, an estimate of their principal amount The report can be found as Attachment A to Exhibit 1.

A single-family residential parcel that benefits from the Street Lighting Improvement Zone, Street Tree Improvement Zone and Median Landscaping Improvement Zone will continue to have an anticipated assessment of $70.44 for fiscal year 2023-24.

Street Lighting and Landscaping District No. 1
proposed assessments for
the average single-family parcel
Improvement zone Average assessments
fiscal year 2023-24
Street lighting $ 26.00
Street tree 36.10
Median landscaping 8.34
Total $ 70.44

The rates have remained the same for the last 27 fiscal years because the district was formed without an allowable rate inflator. In addition, Proposition 218, a state law that placed restrictions on local government financing, would require a notice and ballot to be sent to each property owner who is to be assessed, followed by a public hearing, before assessment rates could be increased.

Along with holding the public hearing, the City Council’s adoption of the annual assessments is required for the district to continue to levy and collect assessments from property owners.

Staff will present a summarized report on the maintenance and operations of the district, which are detailed in the preliminary engineer's report in Attachment A to Exhibit 1, at the public hearing scheduled for July 11, 2023.

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Fiscal Analysis
The actual total to be collected from property assessments is $1,568,796. A further funding breakdown of the three zones follows:

Funding source Street
lighting
Street
trees Medians Total
Assessment collection $ 741,908 $ 471,627 $ 355,261 $ 1,568,796 General benefit (General Fund) 198,754 - - 198,754
Contributions from District #2 80,646 48,503 214,115 343,264 Miscellaneous revenue & interest
earnings 58,000 - - 58,000
Transfer from the General Fund - 535,000 1,035,000 1,570,000 Amount from/(to) fund reserves 96,392 12,070 9,874 118,336 Total funding sources $ 1,175,700 $ 1,067,200 $ 1,614,250 $ 3,857,150 Total cost estimate $ 1,175,700 $ 1,067,200 $ 1,614,250 $ 3,857,150

The fiscal year 2023-24 Street Lighting and Landscaping District No. 1 total budget for the three zones is projected to be $3,857,150. It is anticipated that these budgets will be approved by the City Council with the city’s fiscal year 2023-24 Operating Budget on June 13, 2023.

The Street Lighting Improvement Fund is projected to receive $58,000 in miscellaneous revenue and interest earnings. This amount includes the city's General Fund contribution of $28,000 to cover the operations and maintenance costs for the city street lights adjacent to city properties, since city-owned parcels are non-assessable on the County of San Diego tax rolls. It also includes interest earned on cash reserves of $30,000.

The city’s Street Lighting and Landscaping District No. 2 will contribute the funds outlined above to cover the cost of maintaining the improvements within that district. These contributions are made because all costs for the city streetlights, street trees and medians are charged through Street Lighting and Landscaping District No. 1. The contribution from District No. 2 is made to reimburse District No. 1 for those streetlight, street tree and median landscaping costs that are attributable to District No. 2.

The city's General Fund will also contribute $198,754 to the Street Lighting Improvement Fund as "general benefit" assessments, as further described in the attached report. Any share of benefits received from an improvement that does not provide a special benefit to the properties being assessed is considered a general benefit provided by the improvements. The cost of the general benefit is contributed by the city from the General Fund. The city has June 6, 2023
Item #7 Page 3 of 30

determined that there is no general benefit in the Street Tree Improvement Fund and the Median Landscaping Improvement Fund.

Total revenues and accumulated fund reserves in the Median Landscaping Improvement Fund and Street Trees Improvement Fund will not be sufficient to cover anticipated costs for the upcoming fiscal year. Beginning in fiscal year 2004-05, the General Fund began transferring funds to the Median Landscaping Improvement Fund to cover the fund’s annual deficit. Staff propose making another transfer from the General Fund to the Median Landscaping Improvement Fund in the Fiscal Year 2023-24 Operating Budget in the amount of $1,035,000.

Similarly, fiscal year 2023-24 is the fourteenth year in which a transfer from the General Fund to the Street Trees Improvement Fund will be required. Staff propose a transfer of $535,000 from the General Fund to the Street Trees Improvement Fund for fiscal year 2023-24.

Next Steps
With the City Council’s approval, the Finance Department will work with the city’s contracted assessment engineer to complete the final report for fiscal year 2023-24 to be presented at the public hearing for the adoption of the annual levy of assessments to be held on July 11, 2023.

Environmental E valuation
In keeping with California Public Resources Code Section 21065, this action does not constitute a project within the meaning of the California Environmental Quality Act in that it has no potential to cause either a direct physical change in the environment or a reasonably foreseeable indirect physical change in the environment and therefore does not require environmental review.

Exhibits

1. City Council resolution

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RESOLUTION 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 EXHIBIT 1
June 6, 2023 Item #7 Page 5 of 30
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;
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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 June 6, 2023 Item #7 Page 7 of 30
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
June 6, 2023 Item #7 Page 8 of 30
------------------------------
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.

KEI
SHERRY FREISINGER, City Clerk
(SEAL)
June 6, 2023 Item #7 Page 9 of 30

CITY OF CARLSBAD
PRELIMINARY ENGINEER’S REPORT
FISCAL YEAR 2023-24

STREET LIGHTING AND LANDSCAPING
DISTRICT NO. 1
May 31, 2023

PREPARED BY

A
nna Tan-Gatue, P.E.

R.I.E. 14356 Exp. 06/30/23
www.WeAreHarris.com
June 6, 2023
Item #7 Page 10 of 30
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

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■ 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.

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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.

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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 b
oundaries 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 I
mprovement 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 im
provements 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.

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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

T
he 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 $
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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 im
provements 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:
4 0 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
8 5 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
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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.

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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

F
or 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
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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 I
mprovement 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 im
provements 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.

June 6, 2023
Item #7 Page 19 of 30
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

T
he 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

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 fo
r 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
June 6, 2023
Item #7 Page 20 of 30
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) June 6, 2023
Item #7 Page 21 of 30
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.

June 6, 2023
Item #7 Page 22 of 30
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 m
edians, 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 I
mprovement 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 im
provements 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.

June 6, 2023
Item #7 Page 23 of 30
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

T
he 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

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 c
ity 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
June 6, 2023
Item #7 Page 24 of 30
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 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 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) June 6, 2023
Item #7 Page 25 of 30
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.

June 6, 2023
Item #7 Page 26 of 30
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
[email protected]
P: 949-536-2507

June 6, 2023
Item #7 Page 27 of 30
■ Harris & Associates
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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) June 6, 2023
Item #7 Page 28 of 30
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June 6, 2023
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June 6, 2023
Item #7 Page 30 of 30
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Carlsbad City CouncilJune 6, 2023

Carlsbad City Council
June 6, 2023