Final Engineer's Report 23-24 — San Marcos City Council, July 11, 2023

CITY OF SAN MARCOS

ENGINEER’S REPORT

FOR

LANDSCAPING AND LIGHTING DISTRICT NO. 1

FISCAL YEAR 2023/2024

PREPARED: June 6, 2023
INTENT MEETING: June 27, 2023
PUBLIC HEARING: July 11, 2023

2 CITY OF SAN MARCOS
LANDSCAPING AND LIGHTING DISTRICT NO.1
ENGINEER’S REPORT CERTIFICATE

This Report describes the Landscaping and Lighting District No. 1 (“District”) including the improvements, budgets, parcels and assessments to be levied for the fiscal year 2023-2024, as they existed at the time of the passage of the Resolution of Intention. Reference is hereby made to the San Diego County Assessor maps for a detailed description of the lines and dimensions of parcels within the District.

The undersigned respectfully submit the enclosed report as directed by the City Council. The undersigned certifies that he is a Professional Engineer, registered in the State of California.

DATED:

BY:

Isaac Etchamendy , P.E.

City Engineer
R.C.E. No. 81294

I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and Assessment Diagram thereto attached, was filed in the office of the City Clerk on the day of , 2023.

BY:

Phillip Scollick, City Clerk
City of San Marcos
San Diego County, California

I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll thereto attached, was approved and confirmed by the City Council of the City of San Marcos, California, on the day of , 2023.

BY:

Phillip Scollick, City Clerk
City of San Marcos
San Diego County, California

3 AGENCY: CITY OF SAN MARCOS
PROJECT: LANDSCAPING AND LIGHTING DISTRICT NO. 1
TO: CITY COUNCIL

PRELIMINARY REPORT PURSUANT TO
"LANDSCAPING AND LIGHTING ACT OF 1972"
Pursuant to direction from the City Council, submitted herewith is the Report, consisting of the following parts, pursuant to the provisions of Division 15, Part 2 of the Streets and Highways Code of the STATE OF CALIFORNIA, being the "Landscaping and Lighting Act of 1972," commencing with Section 22500. This Report is applicable for the ensuing 12-month period, being the fiscal year commencing July 1, 2023 to June 30, 2024.

Part 1. PLANS AND SPECIFICATIONS of the improvements to be maintained and/or improved for the fiscal year. The plans and specifications show and describe the existing improvements, and are sufficient in showing and describing the general nature, location and extent of the improvements.

Part 2. AN ESTIMATE OF THE COSTS of the improvements to be maintained and/or improved for the mentioned fiscal year.

Part 3. AN ASSESSMENT ROLL showing the proportionate amount of the assessment to be charged in proportion to the benefits to be received by each lot or parcel within the exterior boundaries as shown on the below-referenced Diagram.

Part 4. A DIAGRAM of the Landscaping and Lighting District No. 1 (the “District”). Said Diagram shall show the exterior boundaries of the District and the boundaries of any zones within the District. Reference is made to the County Assessor's Maps for a detailed description of the lines and dimensions of any lots or parcel. The lines and dimensions of each lot shall conform to those shown on the County Assessor's Maps for the fiscal year to which the Report applies. (DIAGRAM ON FILE WITH THE CITY ENGINEER).

All lots and parcels of land known as public property, as defined under Section 22663 of said "Landscaping and Lighting Act of 1972," have been omitted and are exempt from any assessment under these proceedings.

A full-size Diagram showing the boundaries of the District and benefit zones established within the District are the same which existed at the time of the adoption of the Resolution of Intention, and the initiation of these proceedings is on file in the Office of the City Engineer of the City of San Marcos.

A copy of the Assessment Roll and Final Engineer's Report were filed in the Office of the City Clerk on the 11th day of July, 2023.

4 Final approval, confirmation and levy of the annual assessment and all matters in the Report were made on the 11th day of July, 2023, by adoption of Resolution No. 2023- _____ by the City Council.

Phillip Scollick, CITY CLERK

CITY OF SAN MARCOS

5 PART I

PLANS AND SPECIFICATIONS

CITY OF SAN MARCOS
LANDSCAPING AND LIGHTING DISTRICT NO. 1

6 PUBLIC LIGHTING FACILITIES
All public lighting facilities within the District are:
• Located within the City of San Marcos as shown on the Diagram included herein as Part IV. • Owned and maintained by the City of San Marcos.
• Identified further by wattage and number of months maintained on the Cost Estimate included herein as Part II.

Reference is made to the Plans and Specifications for the lighting improvements, which are on file in the City of San Marcos Engineering Department.

The work to be done consists of the furnishing of all electric current and necessary labor, materials and equipment for the maintenance of all the existing public lighting facilities. The San Diego Gas and Electric Company furnishes electric current to all lighting facilities and provides switching service for lighting said lamps from fifteen (15) minutes after sunset to thirty (30) minutes before sunrise each and every day of the year. The electric current supplied shall not vary more than five percent (5%) plus or minus from that for which the system was designed.

The lighting shown on the Diagram included herein as Part IV has been identified in zones as follows:

1. Zone "A" - Residential Lighting
This area contains primarily developed residential lots serviced by underground power. The intensity ranges from 7,000 lumens to 30,000 lumens. The lights are at intersections and cul-de- sacs, and curves on the public streets.

2. Zone "B" - Commercial, Industrial or Residential
High Intensity Lighting
This area, contains primarily commercial, industrial, or highly developed multiple residential property. The light intensity ranges from 7,000 to 50,000 lumens. The lights are at intersections, cul-de-sacs and curves on collector or higher use streets.

LANDSCAPE IMPROVEMENTS
All landscaping improvements have or are under the process of being accepted by the City of San Marcos for maintenance.

The work to be done consists of the maintenance of all landscaping and appurtenant facilities in medians and parkways. Maintenance shall include the furnishing of services and materials for the

7 ordinary and usual maintenance, operation and servicing of all landscaping and appurtenant facilities, including providing for the life, growth, health and beauty of landscaping by replacement, cultivation, irrigation, trimming, spraying, fertilizing, treating for disease or injury and the removal of trimmings, rubbish, debris and other solid waste.

The medians and parkways being maintained are listed on the Cost Estimate included herein as Part II and are shown on the Diagram included herein as Part IV. Reference is made to the Plans and Specifications for the landscape and irrigation improvements which are on file in the City of San Marcos Engineering Department.

Landscaped areas are designated as Zone "C" on the Diagram included herein as Part IV.

All work to be done and the services to be rendered, herein provided for, shall be done under the general supervision of the Director of Public Works of the City of San Marcos.

8 PART II
FISCAL YEAR 2023/2024 COST ESTIMATE

CITY OF SAN MARCOS
LANDSCAPING AND LIGHTING DISTRICT NO. 1

Lighting & Landscaping Maintenance District Fund
PURPOSE:

This Fund is used to account for the costs of providing street lighting and landscaping services to certain properties. The Budget Summary
FY 2023-24 Budget
Budget Category
FY 2020-21
Actual
FY 2021-22
Actual
FY 2022-23
Projected
Department
Requested
City Manager
Recommended
City Council
Approved

REVENUES
Taxes & Special Assessments $ 530,709 $ 530,080 $ 520,000 $ 530,000 $ 530,000 $ 530,000 Licenses & Permits - - - - - -
Intergovernmental - - - - - -
Charges for Services - - - - - -
Fines & Forfeitures - - - - - -
Use of Money & Property - 45 - - - -
Developer Fees - - - - - -
Miscellaneous Revenues - - - - - -
Other Financing Sources 722,502 772,502 660,000 660,000 660,000 660,000 TOTAL REVENUES 1,253,211 1,302,627 1,180,000 1,190,000 1,190,000 1,190,000

OPERATING EXPENDITURES
Salaries & Wages 112,534 128,594 165,802 195,216 195,216 195,216 16,316 18,516 19,928 33,731 33,731 33,731
11,956 12,358 14,262 20,681 20,681 20,681
Other Personnel Expenses 10,410 11,869 15,118 19,321 19,321 19,321 Contractual Services 687,804 745,361 1,007,133 930,441 930,441 930,441 Supplies & Services - - 1,384 1,384 1,384 1,384 Repair & Maintenance 6,843 695 11,037 5,700 5,700 5,700 Utilities 390,526 450,840 387,110 360,292 360,292 360,292 Capital Expenditures (Non CIP) - - - - - - Debt Service 25,502 25,502 24,588 25,502 25,502 25,502 Other Operating Expenses - - - - - -
TOTAL OPERATING EXPENDITURES 1,261,891 1,393,735 1,646,362 1,592,268 1,592,268 1,592,268

CIP PROJECT EXPENDITURES - - - - - -

TOTAL EXPENDITURES 1,261,891 1,393,735 1,646,362 1,592,268 1,592,268 1,592,268

REVENUE OVER/(UNDER) EXPENDITURES (8,680) (91,108) (466,362) (402,268) (402,268) (402,268)

FUND BALANCE
Beginning Balance - July 1 27,814 19,134 (71,974) (538,336) (538,336) (538,336) Revenue Over/(Under) Expenditures (8,680) (91,108) (466,362) (402,268) (402,268) (402,268) Ending Balance - June 30 19,134 (71,974) (538,336) (940,604) (940,604) (940,604)

RESERVED FUND BALANCE
Lighting and Landscaping - - - - - -

AVAILABLE FUND BALANCE - JUNE 30 $ 19,134 $ (71,974) $ (538,336) $ (940,604) $ (940,604) $ (940,604) 108 Other Restricted Funds City of San Marcos
LIGHTING & LANDSCAPING MAINTENANCE DISTRICT FUND - #202 Expenditure Detail
FY 2023-24 Budget
Account Number/Name
FY 2023-24
Budget Detail
Department
Requested
City Manager
Recommended
City Council
Approved
511000 Salary & Wages (Full-Time) $ 190,871 $ 190,871 $ 190,871 511006 Stipends 2,586 2,586 2,586
511007 Auto Allowance 475 475 475
511008 Uniform Allowance 204 204 204
511009 Bilingual Pay 1,080 1,080 1,080
512000 Social Security 11,839 11,839 11,839
512001 Medicare 2,768 2,768 2,768
512004 Health Insurance 33,731 33,731 33,731
512010 PERS 20,681 20,681 20,681
512013 EBAP 4,095 4,095 4,095
512015 RHS 619 619 619
521001 Consulting Services 2,369 2,369 2,369
521006 Administrative Fees 1,000 1,000 1,000
LMD-A Consulting Special Tax District Administration
521012 Contract Maintenance Services 927,072 927,072 927,072 LMD-A 4,000
LMD-A Discovery Hills - Tree trimming 25,000
LMD-A Discovery Hills - Landscape maintenance 338,707 LMD-A Discovery Hills - Hardscape maintenance & repairs 6,000 LMD-B The Laurels - Landscape maintenance 133,006
LMD-B 1,500
LMD-B Slope restoration & fuel management 13,000
LMD-B The Laurels - Tree trimming 15,000
LMD-C Santa Fe Hills - Landscape Maintenance 170,932
LMD-C 2,500
LMD-C Santa Fe Hills - Tree trimming 15,000
LMD-D Twin Oaks Valley Ranch I - Tree trimming 5,000
LMD-D Twin Oaks Valley Ranch I - Landscape Maintenance 17,232 LMD-E Summer Hill - Tree trimming 5,000
LMD-E Summer Hill - Landscape maintenance 20,966
LMD-E 3,000
LMD-F Mixed Median & Parkway Areas - Tree trimming 30,000 LMD-F Mixed Median & Parkway Areas - Landscape restoration 20,000 LMD-F Mixed Median & Parkway Areas - Landscape maintenance 71,229 LMD-G Discovery Meadows Contract Maintenance Services 25,000 Other Contract Maintenance Services 5,000
531009 Construction Materials 250 250 250
532001 Memberships & Subscriptions 1,134 1,134 1,134 LMD-B The Laurels - Irrigation controller service 972 LMD-FMixed Median & Parkway Areas - Irrigation controller service 162 544004 Tree & Landscape 5,700 5,700 5,700
551000 Electric & Gas 26,162 26,162 26,162
LMD-A Discovery Hills 21,630
LMD-B The Laurels 1,030
LMD-C Santa Fe Hills 1,236
LMD-D Twin Oaks Valley Ranch 206
LMD-E Summer Hill 309
LMD-F Mix median & pkwy areas 1,751
551001 Electric-Street Lighting 55,000 55,000 55,000 City of San Marcos Other Restricted Funds 109
LIGHTING & LANDSCAPING MAINTENANCE DISTRICT FUND - #202 Expenditure Detail (continued)
FY 2023-24 Budget
Account Number/Name
FY 2023-24
Budget Detail
Department
Requested
City Manager
Recommended
City Council
Approved
552000 Water 279,130 279,130 279,130
LMD-A Discovery Hills 15,450
LMD-B The Laurels 72,100
LMD-C Santa Fe Hills 108,150
LMD-D Twin Oaks Valley Ranch 36,050
LMD-E Summer Hill 30,900
LMD-F Mixed median & pkwy areas 16,480
571002 Principal-Other 23,254 23,254 23,254
572002 Interest-Other 2,248 2,248 2,248
Totals $ 1,592,268 $ 1,592,268 $ 1,592,268

9 PART III

ASSESSMENT ROLL

CITY OF SAN MARCOS
LANDSCAPING AND LIGHTING DISTRICT NO. 1

10 I do hereby assess and apportion the total amount of the costs and expenses upon the several parcels of land within said District liable thereof and benefited thereby, in proportion to the estimated benefits that each parcel receives, respectively, from said maintained works of improvement and appurtenances as established in the formation of said District.

All of the parcels within the District are located within the City of San Marcos and have 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:

1. Certain standard street lighting for the entire area within the development; and the energy costs for the initial 18-month period; and/or

2. Certain median and/or parkway landscaping improvements; and the maintenance and utility costs for the initial 18-month period.

No area or portion thereof is assessed prior to the completion of the initial 18-month period for the respective development.

The District provides funding for the:
• Furnishing of services and materials for the ordinary and usual maintenance, operation and servicing of the installed street lights, including the furnishing of electric current; • Lighting systems management including street light master planning and location requirements, processing of San Diego Gas and Electric contracts and payments, and maintenance of plans and specifications;
• Furnishing of services and materials for the ordinary and usual maintenance of the landscaping and irrigation improvements, including the furnishing of water and electric current; • Landscaping systems management, including the determination of area requirements and inspections, the processing of contracts and payments, and the maintenance of plans and specifications;
• Incidental costs, including engineering and legal expenses.

Assessment Criteria: The improvements and annexation into Landscaping and Lighting District No. 1 are conditions of approval for various developments and by nature of the improvements benefit the respective development. Thus, the parcels receive a special and direct benefit distinguished from that of the general public. The method of assessment, by improvement is as follows:

Public Lighting Facilities

11 The method of assessment is based on units, with a single-family dwelling equal to one benefit unit.

The relationship between single-family lots and apartments, mobile-home parks and commercial/manufacturing has been established at 2.65 single-family lots (EDU) to one acre. This relationship is based on the average density of single-family developments in the City of San Marcos.

There are single-family, condominium and mobile-home lots within the City that are individually owned and located on private streets. The assessment units assigned to each lot or unit in these areas were determined by multiplying the total area of the respective development by the 2.65 equivalency factor and dividing the product by the number of lots or units within the development.

For example, the EDU per dwelling unit for 80 dwelling units located on 25 acres is calculated as follows:
25 acres x 2.65 EDU x 1 = 0.83 EDU
Acre 80 Dwelling Units Dwelling Unit
Parcels were assessed according to the type of lighting provided. For example, all parcels benefiting from 55 watt, 8,000 lumen, LS2A lights were assessed the costs of this lighting based on the assessment units assigned to those parcels. If a parcel benefits from more than one lighting type, that parcel is assessed its share of the cost of each lighting type.

The dollar per single-family lot or EDU, by lighting type, for Fiscal Year 2023-2024 are as follows:

Annual
Cost Per Single-
Wattage Family Lot or EDU
55 $20.39
90 17.65
100 29.66
135 14.03
180 18.66
250 22.65
Landscaping Improvements
In general, the method of assessment is based on frontage. Each median and parkway has been assessed to parcels that front the respective improvements.

However, there are areas where the median and/or parkways benefit the entire development and not just parcels that front the improvement. The parcels in these areas have been assessed according to acreage.

The cost per unit by median and parkway is listed as follows:

12 Annual Cost
Improvement Per Unit
MEDIAN LANDSCAPING:

Barham Drive East - Median #03 15.77
Barham Drive East - Median #05 29.59
Borden Road East - Median #05 3.37
Borden Road East - Median #07 1.86
Borden Road West - Median #48, 50, 52 1.31
Las Posas North - All Medians 5.98
Mission Road East - Median #07 4.97
Mission Road East - Median #13 220.50
Mission Road East - Median #15 136.00
Mission Road East - Median #17 173.00
Mission Road East - Median #19 58.41
Nordahl Road North - Median #1 3.39
Nordahl Road North - Median #3 5.50
Nordahl Road North - Median #5 .17
Nordahl Road - Median #7 .21
Nordahl Road - Median #9 .36
Rancho Santa Fe Road - Median #1 2.38
Rancho Santa Fe Road - Median #3 5.73
Rancho Santa Fe Road - Median #5 4.37
Rancho Santa Fe Road - Median #7 155.50
Rancho Santa Fe Road - Median #9 155.50
Rancho Santa Fe Road - Median #15 175.50
Rancho Santa Fe Road - Median #19 73.98
Rancho Santa Fe Road - Median #21 152.00
Rancho Santa Fe Road - Median #27 402.50
Rancho Santa Fe Road - Median #29 77.77
Rancho Santa Fe Road - Median #31 424.54
Rancho Santa Fe Road - Median #33 118.40
Rancho Santa Fe Road - Median #02 8.59
Rancho Santa Fe Road - Median #04 29.69
Rancho Santa Fe Road - Median #22 7.04
Rancho Santa Fe Road - Median #26 1.67
Rancho Santa Fe Road - Median #28 2.94
San Marcos Boulevard - Median #1 11.24
San Marcos Boulevard - Median #3 37.19
San Marcos Boulevard - Median #5 169.78

13 San Marcos Boulevard - Median #9 262.07
San Marcos Boulevard - Median 11 411.00
San Marcos Boulevard - Median #13 325.02
San Marcos Boulevard - Median #15 91.39
San Marcos Boulevard - Median #17 311.84
San Marcos Boulevard - Median #19 181.50
San Marcos Boulevard - Median #21 169.91
San Marcos Boulevard - Median #23 51.06
San Marcos Boulevard - Median #27 46.48
San Marcos Boulevard - Median #29 298.00
San Marcos Boulevard - Median #31 171.00
San Marcos Boulevard - Median #33 130.00
San Marcos Boulevard - Median #35 219.00
San Marcos Boulevard - Median #2 .49
San Marcos Boulevard West - Median #04 8.98
San Marcos Boulevard West - Median #06 17.68
San Marcos Boulevard West - Median #08 22.88
Twin Oaks Valley Road South - Median #20 129.38
Twin Oaks Valley Road South - Median #22 189.20
Woodland Parkway - Median #03 52.69

PARKWAY LANDSCAPING:

Plessey/SM Nursing Home (SMBE 05PN) 26.35
Sun & Sea Plessey (SMBE 09PN) 382.01
SM Nursing Home (SMBE 03PN) 15.64
Baldwin (LPN-Slopes/Pkwys) 44.07
Arco/Midway Plaza (SMBE 13PS) 524.43
Kader (SMBE 21PN) 169.00
Baldwin (BRW 48.50 & 52 Slopes/Pkwys) 2.45
AE-1 Associates (SMBE 21PS) 349.00
Frankfurt Group (TOVRS 20PE) 100.91
Frankfurt Group (TOVRS 22PE) 50.54
Woodland Parkway (WPN-03PW) 62.33
Woodland Parkway (WPN-03PE) 15.08
Messina (SMBE 17PS) 163.00
Southwest, Kerr, et al (SMBE-23PN) 532.70
The Laurels (Open Space) 441.24
Discovery Hills (Open Space) 165.77
Lyontree Equity (SMBE 11PN) -0-
Chapparone (SMBE 19PN) -0-

14 Full Assessment Roll by Parcel on Following Page:

Assessment No
and Assessor's
Parcel No.

Amount of
Assessment
II. Assessment
as Modified
182-071-09-00 48.54
182-071-10-00 48.54
182-082-15-00 571.12
182-101-31-00 39.76
182-101-32-00 39.76
182-101-35-00 39.76
182-101-36-00 39.76
182-101-37-00 39.76
182-101-39-00 39.76
182-101-40-00 39.76
182-101-41-00 39.76
182-101-42-00 39.76
182-102-24-00 16.22
182-132-23-00 23.56
182-132-24-00 23.56
182-132-25-00 23.56
182-132-26-00 23.56
182-132-28-00 23.56
182-132-30-00 23.56
182-300-02-00 60.16
182-300-03-00 60.16
182-300-04-00 60.16
182-300-05-00 60.16
182-300-06-00 60.16
182-300-07-00 60.16
182-300-08-00 60.16
182-300-09-00 60.16
182-300-10-00 60.16
182-300-11-00 60.16
182-300-12-00 60.16
182-300-13-00 60.16
182-300-14-00 60.16
182-300-15-00 60.16
182-300-16-00 60.16
182-300-17-00 60.16
182-300-19-00 60.16
182-300-21-00 60.16
CITY OF SAN MARCOS LANDSCAPING AND LIGHTING DISTRICT NO. 1