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Home My WebLink About04-1 Final Engineers ReportE1tiTGINEER' S ~.TPORT CITY OF BAI~'.ERSTIEI,D ASSESSMENT DISTRICT N0.04-1 (COUPZTRYSIDE/THE HOMESTEAD/CHERRY HILL/OLIVE PARK III) AS FILET) FOR FINAL APPROVAL IN ACCORDANCE WITH THE MUNICIPAL IMPROVEMENT ACT OF 1913 AND THE BAKERSFIELD MUNICIPAL CODE ASSESSMENT ENGINEER WILSON & ASSOCIATES 7600 N. Ingram Avenue, Suite 202 Fresno, Califortua 93711 (559) 436-6644 September 22, 2004 ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO.04-I (COUNTRYSIDEtTHE HOMESTEAD/CI3ERRY HILL/OLIVE PARK III) AS FILED FOR FINAL APPROVAL CITY OF BAKERSFIELD Mayor and City Council Harvey L. Hall, Mayor Irma Carson, Councilmember First Ward Sue Benham, Councilmember Second Ward Mike Maggard, Councilmember Third Ward David R. Couch, Vice Mayor, Councilmember Fourth Ward Harold Hanson, Councilmember Fifth Ward Jacquie Sullivan, Councilmember Sixth Ward Mark C. Salvaggio, Councilmember Seventh Ward City Staff Alan Tandy, City Manager Virginia Gennaro, City Attorney Pamela A. McCarthy, City Clerk Raul M. Rojas, Public Works Director Gregory J. Klimko, Finance Director BOND COUNSEL Samuel A. Sperry Orrick, Herrington & Sutcliffe LLP San Francisco, California John H. Gibson UBS Financial Services Inc. Mission Viejo, California DISCLOSURE COUNSEL Bruce J. Graham Pillsbury Winthrop LLP Los Angeles, California APPRAISER Randall Franz Kern Appraisal Company Bakersfield, California ASSESSMENT ENGINEER Ed Wilson Wilson & Associates Fresno, California ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 04-1 (COUNTRYSIDE/THE HOMESTEAD/CHERRY HILL/OLIVE PARK III} CERTIFICATE OF FILING AND CONFIRMATION OF ASSESSMENT I, Pamela A. McCarthy, City Clerk of the City of Bakersfield, do hereby certify that the following ` ENGINEER'S REPORT, CITY OF BAKERSFIELD AS SESSMENT DISTRICT N0.44-1" including the Assessmern and Assessment Roll in the amounts set fortlr therein as the "Preliminary Assessment," with the Assessment Diagram attached thereto, was filed with me on the 30~' day of July, 2004, for preliminary approval on August 18, 2004, by City Council Resolution No. 233-04. _ ~ 0 ~~~ M,a I I CYO ~.~~t~ Pamela A. McCarthy, CMC, City erk City of Bakersfield, California I have prepared this Engineer's Report for final approval and do hereby certify that the amount set forth herein as the "Confirmed Assessment" on Exhibit A, attached hereto, has been computed by me in accordance with the order of the City Council of the City of Bakersfield contained in a Resolution of Intention adopted as Resolution of Intention No. 1336 on May 26, 2004. ~ ~~. N1 ~.eti-- Edward J. Wilson, R.C.E. 23269 Assessment Engineer, Assessment District No. 04-1 I, Pamela A. McCarthy, Gity Clerk of the City of Bakersfield, do hereby certify that the following "ENGINEER'S REPORT, CITY OF SAKERSFIELD ASSESSMENT DISTRICT NO. 04-1" and the Confirmed Assess tint o~ltamed therein were approved by the City Council of the City of B ersfield on the ~~day of ~b%~afwC. _> 2004, by Council's adoption of Resolution No..~ %~~4 Pamela A. McCarthy, CMC, Clerk~- City of Bakersfield, California I, Raul M. Rojas, as Director of Public Works of the City of Bakersfield, do hereby certify that a certified copyofthefollowing"ENGINEER'SREPORT,CITYOFBAKERSFB:LDASSESSMENTDISTRICT O. 04-I," t et1 er th the Assessment Diagram attached thereto, was recorded in my office on the ~ day of __ ~~~~1~~, , 2004. Raul M. R as, Director of Public Works City of Bakersfield, California On ~~: ~,',1 , 2004, the Assessm nt Diagram was led in Boak ~ of Maps of Assessment and Community Facilities Dlstncts ages~~ through ~ and a Notice of Assessment was recorded as Document No.~~~L~'~7 ~~, of Official Records in the office of the County Recorder of the County of Kern, California. James W. Fitc ,County Assessor-Recor er County of Kem, California 29640FeaCer.wpd -i- 9112(04 TABLE OF CONTENTS ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT N0.04-1 (COUNTRYSIDEITHE HOMESTEAD/CHERRY HIIILIOLIVE PARK HI) DESCRII'TION PAGE Certificate of Filing and Confirmation of Assessment ...........................:......... i Table of Contents .............................................................. ii SECTIONS SECTION I ASSESSMENT DISTRICT PURPOSE, GENERAL DESCRII'TION OF BOUNDARIES AND ASSESSMENT AREAS, AND ENGINEER'S REPORT SUBMITTAL STATEMENT ............... I-1 Assessment District Purpose ..........................:............... I-1 General Description of Boundazies and Assessment Areas ................... I-2 Community Facilities District Special Tax Lien ........:................... I-4 Environmental Review Status .................................:....... I-5 Engineer's Report Submittal Statement ................................... I-5 Description of Engineer's Report Exhibits A, B, and C ...................... I-8 SECTION II GENERAL DESCRII'TION OF WORK AND ACQUISITIONS ....... ...... II-1 Project Description .......................................... ...... II-1 .Description of Project Improvements, Incidental Work, and Annual Assessment .......................................... ...... II-1 General Description of AD 04-I Improvement Acquisitions ........... ...... II-2 General Description of AD 04-1 Improvement and Assessment Proceeding Incidental Work and Expense ................... ...... II-5 General Description of Proposed Annual Assessment ................ ...... II-5 SECTION III PROPOSED ASSESSMENT OF ESTIMATED A>IPROVEMENT ACQUISITION COSTS AND EXPENSES ...................... III-1 Report Requirements ............................................. III-1 Proposed Assessment of Estimated Improvement Acquisition Costs and Expenses ............................... III-2 Statement of Total Assessment ............... . ...................... III-2 Statement of Maximum Annual Parcel Assessment for Recovery of Assessment District Administration Costs and Expenses ............. III-3 Bond Declaration ...............:........,..............-........ III-4 29646FerTOC.wpd -<i- 9/12104 DESCRIPTION PAGE EXHIBIT A Assessment Roll EX~~BIT B TABLE B-I Engineer's Estimate of Total Cost and Assessment TABLES B-II Engineer's Itemized Estimate of Improvement Acquisition Cost- TABLE B-II-A Summary of Countryside Area, The Homestead Area, Cherry Hill Area, and Olive Park III Area Improvements to Be Acquired TABLE B-II-B Countryside Area (Tract No. 6118 and Tract No. 6195) Improvements fo Be Acquired TABLE B-II-C The Homestead Area (Tract No. b234) Improvements to Be Acquired TABLE B-II-D Cherry Hill Area (Tract No. 61 S3 Unit Two) Improvements to Be Acquired TABLE B-II-E Olive Park III Area (Tract No. 6117 Unit Three) Improvements to Be Acquired EXI-llBIT C TABLE C-I Consolidated Tabulation of Pazcel Assessment Data TABLE GII-A Details of Countryside Area (Tract No. 6118 and Tract No_ 6195) Estimated Assessment Reallocations for Proposed Development per City Cade Section 13.08.070 TABLE C-II-B Details of The Homestead Area (Tract No. 6234} Estimated Assessment Reallocations for Proposed Development pea City Code Section 13 OR.070 TABLE C-II-C Details of Cherry Hill Area (Tract No. 61 S3 Unit Two) Estimated Assessment Reallocations far Proposed Development per City Code Section 13.08.070 TABLE C-II-D Details of Olive Pazk III Area {Tract No. 6117 Unit Three} Estimated Assessment Reallocations for Proposed Development per City Code Section 13.08.070 TABLE C-III-A Details of Countryside Area (Tract No. 6118 and Tract No. 6195} Estimated Benefit Assessment Allocations for PraposedDevelopment TABLE C-III-B Details of The Homestead Area (Tract No. 6234) Estimated Benefit Assessment Allocations for Proposed Development TABLE C-III-C Details of Cherry Hill Area (Tract No. 61 S3 Unit Two) Estimated Benefit Assessment Allocations for Proposed Development TALE C-III-D Details of Olive Park III Area (Tract No. 6117 Unit Three) Estimated Benefit Assessment Allocations for Proposed Development TABLE C-IV-A Comparison of Countryside Area (Tract No. 6118 and Tract No. 6195) Benefit Assessment Allocation and Assessment Reallocation per City Code Section 13.08.070 TABLE C-IV B Comparison of The Homestead Area (Tract No. 6234} Benefit Assessment Allocation and Assessment Reallocation per City Code Section 13.08.070 TABLE GIV-C Comparison of Cherry Hill Area (Tract No. 61 S3 Unit Twa) Benefit Assessment Allocation and Assessment Reallocation per City Code Section 13.08.070 TABLE C-IV-D Comparison of Olive Park III Area (Tract No. 6117 Unit Three) Benefit Assessment Allocation and Assessment Reallocation per City Code Section 13.08.070 29640FerTOC.wpd -iii- 9/12Po4 DESCRIPTION PAGE EXHIBIT D DESCRIPTION OF ASSESSMENT SPREAD METHOD .. . ............. . ... . . ...... D-1 Introduction ......................................................... ...... D-I Assessment District Purpose ............................................. ...... D-1 Authorization for Assessment Reallocations .................................. ...... D-2 Description of Assessment Reallocation Method .............................. ...... D-3 Calculation of Reallocated Assessments ..................................... ...... D-6 Description of BenefitJCost Based Assessment Allocation Method ................. ...... D-7 Comparison of Reallocation Method and BenefitlCost Based Assessment Allocation Method; Assessment Spread Results .......................... ..... D-15 Assessment Engineer's Statement of Findings on the Assessment Spread Method ..... ..... D-15 Assessment Proceeding Incidental and Bond Issuance Cost Allocation .............. ..... D-16 Assessment Apportionments to Future Subdivisions ............................ ..... D-16 Assessment Engineer's Certification of the Assessment Spread Method ............. ..... D-19 EXI~BIT E Map No. 1 Showing Countryside Area Improvements Map No. 2 Showing The Homestead Area Improvements Map No. 3 Showing Cherry Hill Area Improvements Map No. 4 Showing Olive Park III Area Improvements REPORT APPENDICES APPENDIX A Map of Proposed Boundaries (On file with the City Clerk of the City of Bakersfield; reduced, not to scale copy attached) APPENDIX B Assessment Diagram (On file with the City Clerk of the City of Bakersfield; reduced, not to scale copy attached) APPENDIX C Names and Addresses of Property Owners 29640FerTOQwpd -iv- 9/l2/04 ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 04-1 (COUNTRYSH)EITHE HOMESTEAD/CHERRY HILLIOLIVE PARK III} SECTION I ASSESSMENT DISTRICT PURPOSE, GENERAL DESCRIPTION OF BOUNDA.R.iES AND ASSESSMENT AREAS, AND ENGINEER'S REPORT SUBMITTAL STATEMENT ASSESSMENT DISTRICT PURPOSE Assessment District No. 04-1 {Gountryside/The Homestead/Cherry HilUOlive Park III}, hereafter referred to as "AD 04-1," has been formed by the City Council of the City of Bakersfield (the "City Council") in response to a Petition submitted by Centex Homes, a Petition submitted by J & L Gardiner, LLC, a Petition submitted by Cherry Hill, Inc., and a Petition submitted by Olive Park Land Company (hereafter referred to as the "District Proponents") which, at the time the Petitions were filed, were the owners of mare than 60% of the land area proposed to be assessed as part of the AD 04-1 proceedings. The Petitions are on fde in the office of the City Clerk of the City of Bakersfield (herein "City Clerk") along with a Certificate signed by the City Director of Public Works attesting to their sufficiency under the requirements of the Streets and Highways Code of the State of California (the "Streets and Highways Code"). The Petitions were accepted by the City Council on May 26, 2004, by Council's adoption ofits Resolution No. 189-04, Resolution Accepting Petition alld Determining to Undertake Special Assessment Proceedings -City of Bakersfield Assessment District No. 04-1. AD 04-1 has been formed pursuant to the provisions of the Municipal Improvement Act of 1913, being Division 12 of the Streets and Highways Code (the "1913 Act") for the purpose of financing the cost of acquisition andlor construction by the City of Bakersfield (the "City") of certain street, water, sanitary sewer, storm water drainage, and regulated public utility infrastructure improvements. Bonds aze to be issued by the City pursuant to the Improvement Bond Act of 1915, being Division 10 of the Streets and Highways Code (the "1915 Act") to provide funding for the AD 04-1 parcel assessments not paid in cash by the property owners during an assessment cash payment period that is to be determined by City Council resolution. A description of the AD 04-1 boundaries and of the properties to be apportioned a share of the total cost proposed to be assessed under the AD 04-1 proceedings is presented below. A detailed description of the improvements proposed to be acquired and of related incidental costs and expenses proposed to be funded by AD 04-1 is presented in Section II of this report and a statement of the total assessment and of the amount proposed to be approved as an annual administrative assessment for AD 04-1 are presented in report Section UI. A detailed description of the method developed for allocating the AD 04-I costs among the assessed parcels is presented in the attached Exhibit D. All of the AD 04-1 properties are located within the existing Corporate Limits of the City of Bakersfield (the "City Limits"). 29649Fed.wpd I-1 911$/04 The improvement acquisitions and incidental costs to be fmanced by AD 04-1 wilt be spread to the assessed garcels pursuant to Bakersfield Municipal Code {"Municipal Code") Section 13.08.070-Benefit Spread, added to the Municipal Code on April 5, 1995, by City Council's adoption of Ordinance No. 3643. Section 13.08.070 provides for the use of"... an alternate method and rate of assessment reallocating assessments to alternate properties." GENERAL DESCRIPTION OF BOUNDARIES AND ASSESSMENT AREAS AD 04-1 is a collection of four separate community areas in northwest Bakersfield that are identified on the AD 04-I Boundary Map and in this report and assessment as: 1. Countryside Area, generally bounded by Olive Drive on the south, Allen Road on the west, Snow Road on the north, and Old Fazm Road on the east. The Countryside Area is also identified as Tract No. 6118 (except Phase 1 and lots 11 through 26 in Phase 2) and Tract No. 6195 (approximately 146.5 acres); 2. The Homestead Area, generally bounded by Reina Road on the north; Old Fazm Road on the east, and Noriega Road on the south. The Homestead Area covers Lots 5, 6, 7, 11, and 12 of Sales Map of Lands of Kern County Land Company in Section 13, Township 29 South, Range 26 East, Mount Diablo Base and Meridian. The Homestead Area is also identified as Tract No. 6234 (approximately 100.0 acres); 3 Cherry Hill Area, generally located south of Reina Road and about one-quarter mile west of 7ewetta Avenue. The Cherry Hill Area is also identified as Tract No. 6153 Unit Two, except lots 77 and 78 (approximately 17.0 acres}; 4 Olive Park HI Area, generally located at the northwest corner of the intersection of Reina Road and 7ewetta Avenue. The Olive Park III Area is also identified as Tract No. 6117 Unit Three (approximately 28.5 acres}. The four irregularly shaped community areas are located within a rectangular section of northwest Bakersfield that has a nortfi-to-south dimension of about one and one-halfmiles as measured from the north end of the Countryside Area to the south end of The Homestead Area and awest-to-east dimension of about ono mile as measured from the westerly boundary of the Countryside Area to the easterly boundary of the Olive Park III Area. Each of the four district areas is involved in various stages of the land development entitlement and/or site development process. The Countryside Area has been approved for subdivision into a combined total of 457 single-family residential (R-1} lots, 6 equestrian trail lots, 3 canal lots, and 1 storm drain sump lot as follows: (i) 219 R-1 lots, 6 equestrian trail lots, and 1 canal lot pursuant to a portion of Vesting Tentative Tract No. 6118 ("Ten. TR 6118"}, and (ii} 238 R-1 lots, 2 canal lots, and 1 storm drain sump lot pursuant to Vesting Tentative Tract No.6195("Ten.TR6195"}. Tract No. 6118-Phase2("TR6118- 2") with 16 R-1 lots in AD 04-1 (TR 6118-2 Lots 11 through 26 are not located in AD 04-1, as stated above} has been recorded with the Kern County Recorder. The fallowing subdivision maps are scheduled for the City Council approval on October 6,-2004, and are planned to be recorded with the 29640FerLwpd 1-2 9!15!04 Kern County Recorder prior to confirmation of the AD 04-1 assessment: (i) Tract No. 6118-Phase 3 ("TR 6118-3"} with 32 R-1 lots, (ii) Tract No. 6118-Phase 4 ("TR 6118-4"} with 32 R-1 lots, (iii) Tract No. 6118-Phase 5 ("TR 6118-5") with 34 R-1 lots and 1 "super" lot (planned for future subdivision into 15 R-1 lots pursuant to Ten. TR 6118), (iv) Tract No. 6195-Phase 1 ("TR 6195-I") with 27 R-1 lots and 1 storm drain sump lot, (v) TracC No. 6195-Phase 2 ("TR 6195-2"} with 32 R-1 lots, (vi) Tract No. 6195-Phase 3 ("TR 6195-3") with 31 R-1 lots, and (vii} Tract No. 6195-Phase 4 ("TR 6195-4"} with 31 R-1 lots and 1 "super" lot (plamled for future subdivision into 117 R-1 lots pursuant to Ten. TR 6195). The Homestead Area has been approved for subdivision into a combined total of 328 R-1 lots (plus I residential lot with an existing home on it, which will not be assessed a share of the AD 04-I total assessment amount, as described in this report's Exhibit D), 1 storm drain sump lot, and 1 to-be- abandoned oil well drill site lot pursuant to Vesting Tentative Tract No. 6234 ("Ten. TR 6234"}. The District Proponent for The Homestead Area (7 & L Gazdiner, LLC}-has informed the City Director of Public Works that no phases of Tract No. 6234 ("TR 6234") are planned for recording with the Kern County Recorder prior to confirmation of the AD 04-I assessment. The Cherry Hill Area has been approved for subdivision into a total of 76 R-1 lots pursuant to a portion of Vesting Tentative Tract No. 6153 ("Ten. TR 6153"). Tract No. 6153 Unit Two ("TR 6153-2") with 76 R-1 lots in AD 04-1 has been recorded with the Kern County Recorder. The Olive Park III Area has been approved for subdivision into a total of 77 R-1 lots pursuant to a. portion of Vesting Tentative Tract No. 6117 ("Ten. TR 6117"). Tract No. 6117 Unit Three ("TR 6117-3") with 77 R-1 lots has been recorded with the Kern County Recorder. As of the date of filing the Engineer's Report for AD 04-1 (hereinafter referred to as the "Engineer's Report") for final approval by the City Council, all of the parcels proposed to be assessed a share of tha AD 04-1 improvement acquisition cost were owned by the District Proponents. AD 04-1 will finance the acquisition of various "off-site" andlor "on-site" (in-tract) subdivision improvements and related incidernal costs, where those improvements are either akeady required or are expected by the District Proponents to be required to be installed as conditions of final subdivision or site plan approvals within the four AD 04-1 community areas. Each of the four community areas is a separate assessment area within AD 04-I . The costs financed by AD 04-1 for the acquisition of infrastructure improvements Located within or adjacent to one of the four community azeas are assessed only to properties that are located within the community area wherein those improvements are also located. Therefore, all of the improvements proposed to be financed bear a rational nexus to the public infrastructure improvements needed for the subdivision of the property within each area that is proposed to be assessed a share of the AD 04-1 total cost. The assessments are apportioned according to the special benefits received by the lots, pieces, and parcels of land within the assessment district. The proportional special benefit derived by each parcel is determined in relationship to the entirety of the capital cost of the improvements. No assessment is proposed to be apportioned on any parcel that exceeds the reasonable cost of the proportional special benefit conferred on that parcel See the attached Exhibit D, Description of Assessment Spread 29646FerLwpd ~ I-3 9115!04 Method for a description of the special benefit each assessed garcel will receive from the improvement acquisitions proposed to be financed by AD 04-1. The map entitled "PROPOSED BOUNDARIES OF CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 04-I (COUNTRYSIDEITHE HOMESTEAD/CHERRY FIII,LIOLIVE PARK III}, COUNTY OF KERN, STATE OF CALIFORNIA" (the "AD 04-1 Boundary Map"), consisting of seven (7) sheets, is on file in the office of the City Clerk. Reference is made to the AD 04-1 Boundary Map for a detailed description of the AD 04-1 boundaries. Said AD 04-I Boundary Map being too bulky to be bound with this Engineer's Report, a reduced and not to scale copy is attached as Engineer's Report Appendix A and incorporated herein by reference. The AD 04-1 Boundary Map shows and describes the exterior boundaries of the property proposed to be assessed pursuant to the AD 04-1 proceedings. The assessment district encompasses a composite and consolidated azea of about 292 acres. COMMUNITY FACILITIES DISTRICT SPECIAL TAX LIEN As of the date of filing this Engineer's Report, it has been confirmed that properties within The Homestead Area, within the Cherry Hill Area; within the Olive Park III Area, and within a portion of the Countryside Area covered by Ten. TR 6118 are subject to an existing special tax lien created by the Community Facilities District No. 92-1 of the RNR School Financing Authority ("CFD No. 92-1") under the Mello-Roos Community Facilities Act of 1982, being Chapter 2.5, Part 1, Division 2, Title 5 of the Government Code of the State of California (the "Mello-Roos Act"}. It is expected that the properties within a portion ofthe Countryside Area covered by Ten. TR 6195 will be annexed to CFD No. 92-1 during the next tax year (2004/2005). CFD No. 92-1 includes territory from the Rosedale Urrion School District, the Norris School District, and the Rio Bravo-Greeley Union School District. CFD No. 92-1 special taxes will be used to finance,. or used as security for bonds issued to finance, the construction of elementary, middle, and other authorized school facilities within CFD No. 92-1. The CFD No. 92-1 special taxes are payable regardless of whether any bonds are issued. The CFD No. 92-I special taxes vary based upon the zoning, entitlements, and the type and level of development of such property. For the fiscal year ending June 30, 2005, the residential properties in The Homestead Area, the Cherry Hill Area, the Olive Park III Area, and the portion of the Countryside Area within Ten. TR 6118 aze subject to the following CFD No_ 92-1 special taxes: No special taxes are collected from property for which no final tract map has been recorded. Upon recordation of a final tract map and if no building permit has been issued for a subdivision lot prior to March 1, 2004, an annual special tax of $124.33 (which may be increased by 2% each fiscal year) per subdivision lot net acre of subject property is payable. Upon the issuance of a residential building permit for a lot or parcel prior to March 1, 2004, aone-time charge of $125 (which may be increased each fiscal year based upon the percentage change in a designated construction cost index) per building square foot is payable, and such paicel is subject to an annual special tax payment of $487.43 (which maybe increased by 2% each fiscal year). In the alternative, at the time of issuance of such residential building permit, the owner of such parcel may prepay a specified amount, in which case the nne-time charge and annual special tax described above will not be levied an such parcel. The prepayment amount is currently $9,122.39 (which may be increased each fiscal year based upon the percentage change in a designated construction cost index). Al1AD 04-1 assessed properties have 29640Fedwpd I-4 9/15/04 a single-family residential land use designation. Therefore, there are no AD 04-1 properties that are subject to the multi-family residential, commercial, or industrial use CFD No. 92-1 special tax rates. Accordingly, the CFD No. 92-1 multi-family residential, commercial, and industrial land use designation parcel special tax rates are not presented in this Engineer's Report. It has also been confirmed that none of the properties in AD 04-I aze within the existing boundaries of Community Facilities District No. 96-I of the Lakeside Union Elementary School District for which a special tax and maximum bonded indebtedness amounts were approved in June 1996. ENVIRONMENTAL REVIEW STATUS Pursuant to the Municipal Code, the formation of an assessment district is exemgt from compliance with the California Environmental Quality Act ("CEQA"). Accordingly, a Notice ofExemption from CEQA was filed by the City for the AD 04-1 proceedings on July I, 2004. Separate environmental review proceedings will be conducted for the improvement projects proposed to be financed by AD 04-1, as part of the CEQA compliance associated with the land use entitlement and subdivision approval process within each community area. ENGINEER'S REPORT SUBMPTTAL STATEMENT I, Raul M. Rojas, Public Works Director and Superintendent of Streets of the City of Bakersfield, have been appointed the Engineer of Work for AD 04-I (herein "Engineer of Work"} by adoption of City Council Resolution of Intention No. 1336 to do and perform all services in making preliminary surveys, preparing plans, estimating costs, and preparing a diagram and assessment. Pursuant to the provisions of the 1913 Act, and to Section 10204 contained therein, and pursuant to the Municipal Code, including Section 13.08.070 of Chapter 13.08 thereof, and in accordance with Resolution of Intention No. 1336, adopted by the City Council on May 26, 2004, being a resolution declaring its intent to order the acquisition andtor construction of improvements in AD 04-1 (herein "Resolution of Intention No. 1336"}, herewith submit the "Engineer's Report" for AD 04-1 consisting of six parts as follows: I . PLANS AND SPECIFICATIONS, MAPS AND DESCRIPTIONS OF IlYIPROVEMENTS AND LANDS TO BE ACQUIIZED: A. Improvements to Be Acquired: At the time this Engineer's Report was being prepared for filing with the City Clerk and for final approval by the City Council, all of the plans and specifications for the improvement acquisitions to be funded by AD 04-1 had not been completed andlor finally approved by the City Engineer. Therefore, this assessment is based on the cost estimates prepared by McIntosh & Associates and SmithTech-USA, Inc., the civil engineering consultants lilted by the District Proponents to design the AD 04-1 improvements to be acquired and/or constructed within the four community areas. Civil engineering consultants McIntosh & Associates and SmithTech-USA, Inc., are hereinafter referred to as the "AD 04-1 Design Engineers." The AD 04-1 Improvement Acquisition Costs are itemized in Engineer's Report 29640FuLwpd I-5 9!(5/04 Exhibit B, Tables B-II-A through B-II-E, attached hereto and incorporated herein by reference. The improvements funded by AD 04-1 are to be constructed by the District Proponents and acquired by the City, pursuant to those certain City Agreements Nos. 04-222, 04-223, 04-224, and 04-225, being Acquisition and Disclosure Agreements, City of Bakersfield Assessment District No. 04-I, between the City and the District Proponents, approved as to form and substance by City Council Resolution No. 234-04 on August 18, 2004 (the "AD 04-I Acquisition Agreements"). B. Maps and Descriptions of Lands, Easements, and Rights-of--way to Be Acquired: As of the date of filing this Engineer's Report there were na land, easement, orrights-of--way acquisitions proposed to be financed by AD 04-1. Accordingly, no maps or descriptions have been prepared and filed with the City Engineer. 2. GENERAL DESCRIPTION OF W ORK AND ACQUISITIONS: A General Description of Work and Acquisitions to be completed pursuant to the AD 04-1 proceedings is included as Section II of this Engineer's Report. The improvement acquisitions within each of the four community areas are also geherally shown and described on four maps included in Engineer's Report Exhibit E. 3. ESTIMATE OF TOTAL ASSESSMENT DISTRICT IMPROVEMENT ACQUISITION AND INCIDENTAL COSTS: A "Statement of Total Assessment" is presented in Section III of this report. An itemized breakdown of the estimated total improvement acquisition and incidental costs and expenses, including the estimated cost of preparing, printing, registering, servicing, and collecting bonds issued pursuant to these proceedings, is included in Exhibit B, Table B-I, "Engineer's Estimate of Total Cost and Assessment" ("Table B-I"), attached hereto. 4. ASSESSMENT DIAGRAM: The diagram entitled "ASSESSMENT DIAGRAM OF CITY OF BAKERSFIELD ASSESSMENTDISTRICTN0.04-I (COUNTRYSIDE/THEHOMESTEAD/CHERRYHILL/ OLIVE PARK III}, COUNTY OF KERN, STATE OF CALIFORNIA" (the "AD 04-I Assessment Diagram"}, consisting of seven (7) sheets, is on file with the City Clerk and incorporated herein by reference. Said AD 04-I Assessment Diagram being too bulky to be bound with this Engineer's Report, a reduced and not to scale copy is attached hereto as Engineer's Report Appendix B and incorporated herein by reference. The AD 04-1 Assessment Diagram shows all of the following: A. The exterior boundaries of AD 04-1; B. The boundaries of the four community areas within AD 04-I; and 29640FerLwpd I-6 ~ 9nsroa C. By reference to the Maps of the Assessor of the County of Kern and to maps and deeds of record, the lines and dimensions are shown for each sepazate lot, parcel, and subdivision of land within AD 04-1 as they existed at the time this Engineer's Report was filed with the City Clerk, each lot, parcel, and subdivision of land having been assigned a sepazate assessment number upon the AD 04-1 Assessment Diagram, which corresponds with the number shown for each parcel on the AD 04-1 Assessment Roll (Exhibit A contained herein). 5. PROPOSED ASSESSMENT AND ASSESSMENT ROLL: A. A proposed assessment of the estimated total improvement acquisition cost and of the incidental expenses in connection with the AD 04-1 proceedings is presented in Section III of this Engineer's Report. B. Assessment Ro1L• An Assessment Roll for AD 04-1 is attached hereto as Exhibit A. The Assessment Roll shows the exact amount of the total estimated cost of the progased improvement acquisitions, incidental work, and expense that is assessed upon each of the lots and parcels within AD 04-1. The assessment numbers that appear on the Assessment Roll correspond to the assessment numbers shown on the AD 04-I Assessment Diagram. C. Maximum Annual Parcel Assessment for Recovery of Assessment District Administration Costs and Expenses: Pursuant to Paragraph 3 of Resolution of Intention No. 1336; Section III of this Engineer's Report includes a statement of the proposed $50.00 maximum annual assessment upon each of the parcels in AD 04-1. The purpose of this separate annual assessment is to pay the costs incurred by the City of Bakersfield, and not otherwise reimbursed, which result from the administration and collection of assessments, from compliance with Securities and Exchange Commission Rule 1Sc2-12 for continuing disclosure requirements, or from the administration and registration of any associated bonds and reserve or other related funds. This maximum annual assessment is proposed to be levied pursuant to Subdivision (f) of Section 10204 of the Streets and Highways Code. 6. ASSESSMENT SPREAD METHOD: A description of the assessment spread method used to apportion a shaze to each parcel in AD 04-1 of the total estimated cost proposed to be financed for the acquisition.andtor construction of improvements and payment of incidental costs is attached hereto as Exhibit D and incorporated herein by reference. 29640Fed.wpd ~ I-7 9115Po4 DESCRIPTION OF ENGINEER'S REPORT EXHII3TTS A, B, AND C Exhibits A, B, and C that are attached to this Engineer's Report include a total of twenty (20) tables of AD 04-1 cost estimates andJor assessment spread cost allocations. A brief description of each of the three report exhibits and of the sepazate tables contained in each exhibit is presented below. Engineer's Report Exhibits A through C have been designed for the purpose of presenting a step-by-step breakdown of how the AD 04-1 total assessment has been spread to the individual pazcels that are proposed to be assessed. The Exhibit C tables present separate breakdowns of pazcel assessment data based on the Reallocation Method (per Municipal Cade Section 13.08.070}, and based on the 1913 Act benefit based Assessrnern Allocation Method (see Engineer's Report Exhibit D for a description of the Assessment Allocation Method and of the Reallocation Method}. A third group of Exhibit C tables provides comparisons of the calculated assessment amounts derived in accordance with the Allocation and Reallocation Methods. The exhibits and their tables begin with: 1. A listing in Exhibit A, Assessment Roll, of the exact amount proposed to be assessed to every existing parcel in AD 04-1; then Z. The Exhibit B tables present the major items of total system costs and incidental expenses for all of AD 64-1 (Table B-I), the breakdown of those major items for each of the four community areas in Tables B-II- {A through E) with Table B-II-A summarizing the total improvement, contingency, and incidental costs for each project within the separate communities, and Tables B-II- (B through E) presenting the itemized quantity and cost estimates far the improvement acquisitions in each community area. The Tables B-II- (B through E) group also breaks each project into the separate improvement systems that are the focus of the Allocation Method of assessment spread that is described in Engineer's Report Exhibit D. Exhibit C has thirteen (13) tables that provide a detailed breakdown of individual parcel assessment data as follows: A. Details for parcel assessments calculated using the AD 04-1 Reallocation Method of assessment spread authorized by Municipal Code Section 13 A8.070 aze presented in Tables C-I and C-II- (A through D); B. Details for parcel assessments calculated in accordance with the AD 04-1 Allocation Method of assessment spread that is a benefit/cost based assessment spread method are shown in Tables C-III- (A through D); and C. Tables C-IV- (A.through D) present a comparison by community area of the assessments calculated by each of the two spread methods referenced in 3.A and 3.B, above, and described in Exhibit D. 29640FuLwpd I-g 9/IS(04 ENGINEER'S REPORT CITY OF BAKERSPTELD ASSESSMENT DISTRICT NO. 04-I (COUNTRYSIDEtTHE HOMESTEAD/CHERRY HILL/OLIVE PARK IH) SECTION II GENEItAI., DESCRIPTION OF W ORK AND ACQUISITIONS PROJECT DESCRIPTION The separate improvement systems to be acquired and their related incidental work and costs. eligible for financing pursuant to the AD 04-1 proceedings {hereinafter the "Improvement Acquisitions"} are described below. The descriptions of the Improvement Acquisitions and of the termini of the proposed work do not necessarily extend for the full length of their description. The plans and profiles of the Improvement Acquisitions shall be controlling as to their correct and detailed description.. The general scope of the Improvement Acquisitions includes the acquisition of public infrastructure improvements that will be owned, operated, and maintained by the City, and the payment of certain improvement, assessment proceeding, and bond issuance incidental costs and expenses related to the AD 04-I Improvement Acquisitions atld to the assessment proceedings. A11 of the AD 04-I Improvement Acquisitions are public infrastructure improvements that are either already required to be installed or are expected by the District Proponems to be required to be installed as conditions of tentative or final subdivision map approvals, or of land use entitlement approvals within the four AD 04-1 community areas As stated in Section I, the AD 04-1 Improvement Acquisitions are proposed to be financed by the City in accordance with the terms and conditions of the AD 04-1 Acquisition Agreements. Those agreements define the specific scope of public infrastructure improvements to be constructed and installed by the District Proponents and, upon their completion, be acquired by the City using funds provided only through the AD 04-1 proceedings. DESCRIPTION OF PROJECT IMPROVEMENTS, INCIDENTAL WORK, AND ANNUAL ASSESSMENT General descriptions are presented below of the Improvement Acquisitions and of any incidental work and expense to be financed by AD 04-I that are related to those Improvement Acquisitions or to the AD 04-I proceedings. A general description of the proposed annual assessment to be levied pursuant to Section 10204(f j of the Streets and Highways Code and to the AD 04-1 proceedings for the recovery of certain casts that may be incurred by the City in future years from the administration of the AD 04-1 bonds and reserve fund, from the administration and collection of annual assessment debt service installments, or from compliance with bond issue continuing disclosure requirements is also presented in following portions of this Section II. 29640FerILwpd II-1 9/15104 GENERAL DESCRIPTION OF AD 04-1 IMPROVEMENT ACQUISITIONS The AD 04-1 Improvement Acquisitions include the construction and installation as separate improvement systems of certain City-owned infrastructure improvements, of certain utility improvements to be owned and operated by regulated public utility companies, and incidental work described below. The Improvement Acquisitions are to be constructed in accordance with plans and specifications prepared by the AD 04-1 Design Engineers and as approved by the City Engineer.' As stated in Section I, the plans and specifications for all of the Improvement Acquisitions had not been completed andtor finally approved by the City Engineer at the time this Engineer's Report was prepared. Accordingly, the following description ofwork is based on schematic; preliminary, andlor approved plans, quantities, and estimates that have been prepared by the AD 04-1 Design Engineers. The Improvement Acquisitions to be made pursuant to the AD 04-1 proceedings are described below. In addition, the four maps in Engineer's Report Exhibit E, attached hereto and incorporated herein by reference, show and describe the general location of the several improvement projects, which together comprise the Improvement Acquisitions that are to be financed by AD 04-1. Countryside Area The Countryside Area boundaries encompass an approximately 146:5-acre block of land that is planned for subdivision into a combined total of 4S7 R-1 lots, 6 equestrian trail lots, 3 canal lots, and 1 storm drain sump lot pursuant to Ten. TR 6118 and Ten. TR 6195. .One of the District Proponents {Centex Homes) is the subdivider of Ten TR 6118 and Ten. TR 6195. Accordingly, all of the Improvement Acquisitions for the Countryside Area are improvements related to the development of those subdivisions and are generally described as improvements in and along Snow Road, Old Farm Road, Olive Drive, and Allen Road that are required to be constructed, or are expected by this District Proponent to be required to be constructed, as conditions of approval for those subdivisions. The general location and extent of the planned Improvement Acquisitions in Snow Road include completion of the eastbound half of the street {south.half of the street) to its full design width, along the frontages of Ten. TR 6118 and Ten. TR 6195, complete with excavation, paving, curb, gutter, sidewalk, handicap ramps, street lights with conduits and pull boxes, and median deposit. The general location and extent of the planned Improvement Acquisitions in Old Farm Road include completion of the southbound half of the street (west half of the street) to its full design width, along the frontage of Ten. TR 6118, complete with excavation, paving, curb, gutter, sidewalk, handicap ramps, street signs, street lights with conduits and pull boxes, and 18-inch diameter storm drain pipeline with catch basins and manholes. Tha general location and extent of the planned Improvement Acquisitions in Olive Drive include completion of the westbound half of the street (north half of the street) to its full design width, along the frontages of Ten. TR 6118 and Ten. TR 6195, complete with excavation, paving, curb, gutter, sidewalk, handicap ramps, street signs, street lights with conduits and pull boxes, median curb, and 18-inch diameter storm drain pipeline stub-out with a catch basin and an outlet structure at the storm drain sump located at the south end of Ten. TR 6118. The general location and extent of the planned Improvement Acquisitions in Allen Road include completion of the northbound half of the street (east half of the street) to its full design width, along the frontage of Ten. TR 6195, complete with excavation, paving, curb, gutter, sidewalk, handicap ramps, street signs, and street lights with conduits and pull 29640FerILvtpd II-2 9115/04 boxes: Also included in the scope of the Ten. TR 6195 portion of the Countryside Area Improvement Acquisitions are this District Proponent's incidental costs for design engineering, improvement bonds, construction staking, soils and materials. analysis and testing, plan check fees, and inspection fees, all as itemized in Table B-II-B in Engineer's Report Exhibit B and as generally shown on Map No. 1 in Engineer's Report Exhibit E, attached hereto and incorporated herein by reference. The Homestead Area The Homestead Area boundaries encompass an approximately 100:0-acre block of land that is planned for subdivision into a total of 328 R-1 lots, 1 storm drain sump lot, and 1 to-be-abandoned oil well drill site lot pursuant to Ten. TR 6234. One of the District Proponents (7 & L Gardiner, LLC) is the subdivider of Ten. TR 6234. Accordingly, all of the Improvement Acquisitions for The Homestead Area are improvements related to the development of that subdivision and are generally described as improvements in and along Reina Road, Old Fazm Road, and Nariega Road, and in- tract/on-site storm drain improvements that are required to be constructed, or are expected by this District Proponent to be required to be constructed, as conditions of approval for that subdivision. The general location and extent of the planned Improvement Acquisitions in Reina Road include completion of the eastbound half of the street (south half of the street) to its full design width, along the frontage of Ten. TR 6234, complete with excavation, paving, curb, gutter, sidewalk, striping, street signs, street lights with conduits, and subdivision block wall. The general location and extent of the planned Improvement Acquisitions in Old Farm Road include completion of the southbound half of the street (west half of the street) to its full design width, along the frontage of Ten. TR 6234, complete with excavation, paving, curb, gutter, sidewalk, median curb, striping, street signs, street lights with conduits, and subdivision block wall. The general location and extent of the planned Improvement Acquisitions in Noriega Road include completion of the westbound half of the street (north half of the street) to its full design width, along the frontage of Ten. TR 6234, complete with excavation, paving, curb, gutter, sidewalk, striping, street signs, street lights with conduits, and subdivision block wall. The general location and extent of the planned in-traction-site storm drain Improvement Acquisitions in The Homestead Area include construction ofthe in-traction-site storm drain system for Ten. TR 6234, complete with 36-, 30-, 24-, and 18-inch diameter pipelines with manholes and catch basins, and a complete storm drain sump with all required excavation, an outlet structure, and block wall. Not included in the scope of The Homestead Area Improvement Acquisitions are this District Proponent's incidental costs for design engineering, improvement bonds, construction staking, soils and materials analysis and testing plan check fees, and inspection fees, a(t as itemized in Table B-II-C in Engineer's Report Exhibit B and as generally shown on Map No. 2 ih Engineer's Report Exhibit E, attached hereto and incorporated herein by reference. Cherrv Hill Area The Cherry Hill Area boundaries encompass an approximately 17.0-acre block of land that is planned for subdivision into a total of 76 R-1 lots pursuant to a portion of Ten. TR 6153 (identified as TR 6153-2, except lots 77 and 78). One of the District Proponents (Cherry Hill, Inc.) is the subdivider of TR 6153-2. Accordingly, all of the Improvement Acquisitions' for the Cherry Hill Area are improvements related to the development of that subdivision and are generally described 29640Fesn.wpd - II-3 9/15/04 as in-traction-site street, sewer, and storm drain improvements that are required to be constructed, or aze expected by this District Proponent to be required to be constmcted, as conditions of approval for that subdivision. The general location and extent of the planned in-traction-site street Improvement Acquisitions in the Cherry Hitl Area include completion of all in-traction-site streets in TR 6153-2 (except within lots 77 and 78 that are "super lots" approved for subdivision into R-1 lots as future phases of Ten. TR 6153, not as a part of AD 041), complete with excavation, paving, curb, gutter, sidewalk, driveway approaches, and cross gutters. The general location and extent of the planned in-traction-site sewer Improvement Acquisitions in the Cherry Hill Area include construction ofthe in-traction-site sewer system for TR 6153-2 (except for lots ??and 78}, complete with 10-, 8-, and 6-inch diameter sewer lines, 4-inch diameter sewer laterals for all 76 R-1 lots in TR 6153-2, ranholes, and clean outs. The general location and extent of the planned in-traction- site storm drain Improvement Acquisitions in the Cherry Hill Area include construction of the in- tract/on-site storm drain system for TR 6153-2 (except for lots 77 and 78}, complete with 36-, 30-, 24-, and 18-inch diameter pipelines with manholes and catch basins. Not included in the scope of the Cherry Hill Area Improvement Acquisitions are this District Proponent's incidental costs for design engineering, improvement bonds, construction staking, soils and materials analysis and testing, plan check fees, and inspection fees, alt as itemized in Table B-II-D in Engineer's Report Exhibit B and as generally shown on Map No. 3 in Engineer's Report Exhibit E, attached hereto and incorporated herein by reference. Olive Park III Area The Olive Pazk III Area boundaries encompass an approximately 28.5-acre block of land that is planned for subdivision into a total of 77 R-1 lots pursuant to a portion of Ten. TR 6117 (identified as TR 6117-3). One of the District Proponents (Olive Park Land Company} is the subdivider of TR 6117-3. Accordingly, all of the Improvement Acquisitions for the- Olive Park III Area are improvements related to the development of that subdivision and are generally described as improvements in and along Jewetta Avenue, and in-traction-site street improvements that are required to be constructed, or are expected by this District Proponent to be required to be constructed, as conditions of approval for that subdivision. The general location and extent of the planned Improvement Acquisitions on the west side of Jewetta Avenue, along the frontage of TR 6117-3, include construction of curb, gutter, sidewalk, street signs, street lights with conduits, and subdivision block wall. The general location and extent of the planned in-traction-site street Improvement Acquisitions in the Olive Park III Area include completion of all in-tract/on-site streets in TR 6117-3, comglete with excavation, paving, curb, gutter, sidewalk, driveway approaches, cross gutters, street signs, and street lights. Not included in the scope ofthe Olive Park III Area Improvement Acquisitions aze this District Proponent's incidental costs for design engineering, improvement bonds, construction staking, soils and materials-analysis and testing, plan check fees, and inspection fees, all as itemized in Table B-II-E in Engineer's Report Exhibit B and as generally shown on Map No. 4 in Engineer's Report Exhibit E, attached hereto and incorporated. herein by reference. 29640FerII.wpd II-4 9115104 GENERAL DESCRIPTION OF AD 04-1 IMPROVEMENT AND ASSESSMENT PROCEEDING INCIDENTAL WORK AND EXPENSE The total cost proposed to be financed by AD 04-1 includes work to be performed and fees or expenses to be paid that are incidental to the construction of the separate improvement system acquisitions: In addition, the cost and expense related to the conduct by the City of the AD 04-1 proceedings and to the issuance and sale of bonds to fmance the total assessed cost and not paid by the property owners andlor not paid by public agency contributions are also proposed to be financed by AD 04-1. The incidental costs and expenses proposed to be funded by AD 04-1 are described as follows: A. The acquisition of all rights of way, easements, franchises, licenses, and permits, and the construction of all auxiliary work, and the payment of all incidental expenses necessary and/or convenient to the accomplishment of the foregoing and for the conduct of special assessment proceedings and the issuance of special assessment bonds, as may be approved by the City, for the financing of all or a portion of the foregoing, including, but not limited to, the incidents( expense to cover the estimated cost of preparing, printing, registering, servicing, and collecting the improvement bonds proposed to be issued to represent the assessments, and the. incidental expense to cover the estimated cost during the first two years following issuance of any bonds for City compliance with Securities and Exchange Comnussion Rule 15c2-12 for continuing disclosure requirements, as may be applied to any AD 04-1 bonds issued by the City; B. The payment andlor reimbursement to the City and to the District Proponents of 1) all eligible sums under the Streets and Ighways Code advanced by the City, including all associated City incurred district formation and assessment proceeding administration costs and expenses, and 2} all eligible sums under the Streets and Highways Code and pursuant to the AD 04-1 Acquisition Agreements advanced by the District Proponents, including alt costs advanced for the prepazation of construction plans for the Improvement Acquisitions; and C. The funding of not to exceed one (1) year's capitalized interest on any bands issued in the amount of the unpaid assessments, where said bonds are to be issued pursuant to the Municipal Code and to the 1415 Act. All of the foregoing improvement acquisitions, incidental work and expense shall be made and done pursuant to the provisions of the Municipal Code and the 1913 Act. GENERAL DESCRIPTION OF PROPOSED ANNUAL ASSESSMENT Section III of this Engineer's Report also includes a "Statement of Maximum Annual Parcel Assessment for Recovery ofAssessment District Administration Costs and Expenses." The purpose of the proposed $50.00 annual assessment is to pay costs incurred by the City from the administration and collection of assessments, from compliance with Securities and Exchange Commission Rule 15c2-12 for continuing disclosure, or from the administration or registration of any associated bonds and reserve or other related funds, pursuant to Subdivision {f) of Section 10204 of the Streets and Highways Code. 29640FedLwpd II-5 9/15!04 ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 04-1 (COUNTRYSIDE/THE HOMESTEAD/CHERRY HH,L/OLIVE PARK Ill) SECTION TII PROPOSED ASSESSMENT OF ESTIlIIATED IMPROVEMENT ACQUISITION COSTS AND EXPENSES REPORT REQUHtEMENTS On May 26, 2004, the City Council, pursuant to the provisions of the Municipal Code and of the 1913 Act, adopted its Resolution of Intention No. 1336 declaring its intent to order the acquisition and/or construction of the improvements described in the foregoing Engineer's Report Section II, to levy a special assessment on each parcel of land benefited by the Improvement Acquisitions and to levy a maximum annual assessment pursuant to Subdivision {fj of Section 10204 of the Streets and Highways Code. The Subdivision (f) declaration provides far the levy of an annual assessment upon each ofthe parcels of land in AD 04-1 to recover costs incurred by the City and not otherwise reimbursed, resulting from the administration and collection of assessments and from the administration or registration of any associated reserve or other related funds. Resolution of Intention No. 1336 further declares that the lands within the exterior boundaries shown on the AD 04-1 Boundary Map shall be designated CTPY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 04-I COUNTY OF KERN, STATE OF CALIlaORNIA (COUNTRYSII)E/THE HOMESTEAD/CHERRY HILLlOLIVE PARK HZ] Resolution of Intention No. 1336 appointed the City Public Works Director as the Engineer of Work for AD 04-1 and directed him to make and file the report ("Engineer's Report") required by Section 10204 of the Streets and FI'ighways Code. The Engineer's Report requirements set forth in Section 10204 of the Streets and Highways Code are summazized in Section I of this report under the subsection entitled "Engineer's Report Submittal Statement." Reference is made to Resolution of Intention No. 1336 and to the general description of the improvements proposed to be acquired andlor constructed, as presented in Section II of this Engineer's Report, far more detailed information on the declared intent of the City Council for conduct of the AD 04-1 assessment proceedings. 29640FerInwpd III-1 9/I3/04 PROPOSED ASSESSMENT OF ESTIMATED IMPROVEMENT ACQUISITION COSTS AND EXPENSES NOW, THEREFORE, I, Raul M. Rojas, the duly appointed Engineer of Work for AD 04-1, by virtue of the power vested in me under the Municipal.Code and under the 1413 Act and the-order of the City Council, as set forth in Resolution of Intention No. 1336, hereby make the following assessment to cover the portion of the estimated cost of the acquisition and/or constmction of improvements and the costs and expenses incidental thereto to be paid by AD 04-1: 1. The amount to be paid by AD 04-1 for the acquisition andlor construction of improvements, and the expenses incidental thereto is generally as shown in the following Statement of Total Assessment: STATEMENT OF TOTAL ASSESSMENT CITY OF BAKERSFIELD ASSESSMENT DISTRICT N0.04-1 (COUNTRYSIDEtTHE HOMESTEAD/CHERRY HH.L/OLIVE PARK HTj Assessment Amount A s Preliminarily Confirmed App roved 08118(04 Assessment Amount A. Acquisition Cost of Improvements, Contingency and Incidental Expense by Community Area (Exhibit B, Table B-I, Items 1-5} 1. Countryside Area $ 1,633,269.00 $ 1,633,269.00 2. The Homestead Area $ 1,036,077.73 $ 1,036,077.73 3. Cherry Hill Area $ 313,731.19 $ 313,731.19 4. Olive Park III Area $ 438.868.50 $ 438.868.50 5. Total Acquisition Cost $ 3,421,946.42 $ 3,421,946.42 B. Assessment Proceeding Cost and Expense (Table B-I, Item 6} $ 253,053.58 $ 253A53.58 C. Subtotal $ 3,675,000.00 $ 3,b75,000.00 D. Deduct Contributions and Cash Collections $ 0.00 $ 0.00 E. Subtotal Cost to 1915 Act Bond Financing $ 3,675,000.00 $ 3,675,000.00 E 1915 Act Bond Issuance Cost and Reserve (Table B-I, Item 10) 1. Underwriter's (Bond} Discount $ 55,125.00 $ 55,125.00 2. Capitalized Interest $ 238,875.00 $ 238,875.00 3. Bond Reserve Fund $ 441,000.00 $ 441.000.00 4. Total 1415 Act Bond Issuance Cost and Reserve $ 735,000.00 $ 735,000.00 G. Total Amount Assessed (Table B-I, Item 11) $ 4,410.000,00 $ 4,410.000.00 1. Countryside Area $ 2,104,859.47 $ 2,104,859.47 2. The Homestead Area $ 1,335,235.04 $ 1,335,235.04 3. Cherry I-Iill Area $ 404,318.00 $ 404,318.00 4. Olive Park III Area $ 565,587.49 $ 565,587.49 29640FerIILwpd III-2 9/15!04 A detailed breakdown of the itemized costs for the acquisition andlor cansimction of improvements, and expenses incidental thereto is presented in Exhibit B, attached hereto and incorporated herein by reference. 2. Pursuant to the provisions of law and of Resolution of Intention No. 1336, I have assessed the total amount of the cost of the acquisition andlor construction of improvements and of the expenses incidental thereto upon the several parcels of land liable therefor and hereinafter numbered to correspond with the numbers shown on the attached AD 04-1 Assessment Diagram, all as is more particularly set forth in the Assessment Roll, attached hereto as Exhibit A and incorporated herein by reference. The numbers on the Assessment Roll correspond with the numbers assigned to each respective parcel as shown on the AD 04-1 Assessment Diagram. Each subdivision of land assessed is described within the Assessment Roll by reference to its pazcel number as shown on the Assessor's Maps of the County of Kern for the fiscal year 200412005, or by reference to maps and deeds of record on file in the office of the County Recorder of said County. For a more particulaz description of the manner in which the Estimated Total Improvement Acquisition Cost and Incidental Expenses have been assessed upon the several parcels of land in AD 04-I, reference is made to the Description of Assessment Spread Method, attached hereto as Exhibit D and incorporated herein by reference. 3. As required by the 1913 Act, the AD 04-1 Assessment Diagram is on file in the office of the City Clerk and is attached hereto in reduced, not to scale form, as Appendix B and incorporated herein by reference. Far a more particulaz description of the AD 04-1 exterior boundazies, reference is made to the AD 04-1 Boundary Map on file in the office of the City Clerk, attached hereto in reduced and not to scale form as Appendix A and incorporated herein by reference. STATEMENT OF MAXIMUM ANNUAL PARCEL ASSESSMENT FOR RECOVERY OF ASSESSMENT DISTRICT ADMINISTRATION COSTS AND EXPENSES Pursuant to Subdivision (f) of Section 10204 of the Streets and Highways Code, I present the following statement of a proposed maximum annual assessment upon each pazcel and subdivision - of land in AD 04-1, in the amount of $50.00. Said annual assessment shall be levied by the City Council to pay various costs and expenses incurred from time to time by the City and not otherwise reimbursed, which result from the administration and collection of assessment installments, from compliance with Securities and Exchange Commission Rule 15c2-12 for continuing disclosure requirements, or from the administration or registration of the improvement bonds and the various funds and accounts pertaining thereto. The City Council shall determine, by resolution, the amount of the annual assessment for this purpose, which shall not exceed the maximum assessment stated above and shall not exceed a reasonable estimate of costs actually incurred. The above stated maximum annual assessment amount shall be separate from and in addition to any costs and expenses that may be charged to property owners in AD 04-1 by the City, pursuant to Sections 8682 and 8682.1 of the Streets and Highways Code. 29640FuI14wpd Ill-3 9llil04 BOND DECLARATION NOTICEIS HEREBY GIVEN, that pursuant to Resolution ofIntentionNo. 1336 serial and/or term bonds representing the unpaid assessments, and bearing interest at a rate not to exceed twelve percent (12%) per annum, will be issued in the manner provided by the 1915 Act, and the last installment of the bonds shall mature in not to exceed twenty-four (24) years from the second day of September next succeeding twelve (12) months from their date. The provisions of Part 11.1 of the 1915 Act providing a procedure for the collection of assessments and advance retirement of bonds shall apply. The total amount assessed pursuant to the AD 04-1 proceedings includes an incidental expense to cover the estimated cost ofpreparing, printing, registering, servicing, and collecting the improvement. bonds proposed to be issued pursuant to the 1915 Act to represent any unpaid assessments. The AD 04-1 Engineer's Report was filed in the office of the City Clerk on July 30, 2004, for preliminary approval on August 18, 2004, pursuant to City Council Resolution No. 233-04. This Engineer's Report was filed with the City Clerk on October 8, 2404, for final consideration and approval by the City Council after the close of the hearing scheduled for October 6, 2004, and continued by the City Council to October 20, 2004. The proposed AD 04-1 "final" assessment amount is shown in the preceding "Statement of Total Assessment" in Engineer's Report Section III on page III-2, under the "Confirmed Assessment Amount" column, and the individual parcel proposed "final" assessment amounts are shown in Exhibit A, Assessment Roll, under the "Confirmed Assessment Amount" colurmr. Pursuant to the finding of the AD 04-1 Assessment Engineer, as stated in Engineer's Report Exhibit D, Description of Assessment Spread Method, the proposed Assessment Reallocation Method is in general conformance with the requirements of Municipal Code Section 13.08.070. Therefore, the undersigned recommends that the AD 04-1 Engineer's Report be approved by the City Council as the Final Report, that the parcel assessments shown herein be levied, and the proposed improvements and/or acquisitions financed by AD 04-1 be ordered. Raul M. Rojas, Public Works Director and Engineer of Wark, City of Bakersfield, Assessment District No. 04-I zseaoF°cnrwpa III-4 9n;ioa ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 04-I (COIJNTRYSH)EITHE HOMESTEAD/CHERRY HILLIOLIVE PARK III) EXHIBIT A ASSESSMENT ROLL EXHIBIT A ENGINEER'S REPORT CITY OF BAKERSFlELO ASSESSMENT DISTRICT NO.Ob-1 COUNTY OF KERN, STATE OF CALIFORNIA ASSESSMENT ROLL ASSESSMENT PROPERTY DESCRIPTION PROPERTY OWNER ASAMOUNTNT AAMOUNTNT TRACT N0.61 t8-PHASE 2; LOT 1 CENTER HOMES $4,172.60 $4.172.60 TRACT N0.8118-PHASE 2: LOT 2 CENTER HOMES $4,Y]2.60 $4,17260 TRACT N0.6118-PHASE 2; LOT 3 CENTER HOMES $4,172.80 x4,772.80 TRACT N0.6118-PHASE 2; LOT 4 CENTER HOMES $4,172.60 $4,112.60 TRACT NO. H11&PHASE 2; LOT 5 CENTER HOMES $4,1]2.60 $4,172.80 TRACT N0.61 i8-PHASE 2; LOT a CENTER HOMES $4,172.60 $4.82,60 TRACT N0.611&PHASE 2; LOT 7 CENTER HOMES $4,1]2.60 $4,82.60 TRACT NO.6N8-PHASE 2; LOT a CENTE%HOMES $4,82.60 $4,1]2.60 TRACT N0.6118-PHASE2 LOT 9 CENTER HOMES $4,17280 $4,172.60 TRACT ND.8ti8-PHASE 2; LOT 10 CENTER HOMES $4,tt2.50 $4,172.60 TRACT N0.6118-PHASE 2; LOT. 27 CEMEX HOMES $4,1]2.60 $4,1]2.60 TRACT N0.8118-PHASE 2;LOT 28 CENTER HOMES $4,172.66 $4,172.80 TRACT NO.6t18-PHASE 2; LOT 29 CENTER HOMES x4,172.80 $4.82.60 TRACT N0.6718-PHASE 2; L0T 30 CENTE%HOME3 $4,172.60 $4,7]2.H0 ' TRACT N0.6118-PHASE 2; LOT 31 CENTER HOMES $4,172.80 $4,172.60 TRACT N0.6118FHASE 2; LOT 32 CENTER HOMES $4,172.57 a4,172.5] TRACT N0.8118-PHASE 3; LOT t CENTER HOMES $4,172.60 $4,172.60 TRACT N0.6118-PHA$E 3; LOT 2 CENTE%HOMES $4,172.80 $4,1]2.60 TRACT N0.611&PHASE 3;LOT 3 CENTER HOMES $4,112.60 $4,172.60 TRACT NO.fitie-PHASE 3; LOT b CENTER HOMES $8,172.60 $4,172.60 TRACT N0.6118-PHASF. 3; LOT 5 CENTE%HOMFS $4,82.60 $4,172.60 TRACT NQ.6ti8-PHASE 3; LOT 6 CENTER HOMES $4,172.60 $4,82.80 TRACT N0.6t18-PHASE 3; LOT 7 CENTE%HOMES $4,172.80 $4,1]2.60 TRACT NO.6t98-PHASE 9; LOT 8 CENTER HOMES $4,82.80 $4,82.60 TRACT N0.6718-PHASE 3; LOT 9 CENTER HOMES #4,172.60 84,82.60 TRACT ND. Btt6-PHASE 3; LOT 10 CENTER HOMES $4,82.60 $4,172.80 TRACT ND.6i 18-PHASE 3: LOT it CENTER HOMES x4,172.60 $4,172.60 TRACT NO. 611&PHASE 3: LOT 12 CENTER HOMES $4,1T2.60 $4,1]2.60 TRACT N0.6118-PHASE 3; LOT 13 CENTER HOMES $4,172.60 $6,82.60 TRACT N0. 6118-PHASE 3; LOT 14 CENTER HOMES $4.172.60 $4,172.60 TRACT NO.6118-PHASE 3; L0T 15 CENTER HOMES $4,172.60 $4,17260 TRACT N0.6118-PHASE 3; LOT i6 CENTE%HOMES $4,172.60 $4,1]2.60 TRRGT NO. 61 t8-PHASE 9; LOT i] GENTE3(HDME6 $4,172.66 $4,172.60 TRACT N0.61188HASE 3; LOT 18 CENTER HOMES $4,172.60 84,1]2.60 TRACT ND. 61 i8-PHASE 3; LOT 19 CENTER HOMES $4,172.60 $4,172.80 TRACT N0.611&PHASE 3; LOT 20 CENTER HOMES $4,172.60 $4.1]2.60 TRACT N0.6118-PHASE 3; LOT 21 CENTER HOMES a4.82.60 $4,172,60 TRACT NO.67 t8-PHASE 3; LOT 22 CENTER HOMES $4,82.60 $4,8260 TRACT NO. Bti&PHASE 3; LOT 23 CENTE%HOMES $4,112.60 $4,172.80 TRACT ND. 811&PHASE 3; LOT 24 CENTER HOMES $4,8250 $4,772.60 TRACT NO.6tie-PHASE 3; LOT 25 CENTER HOMES $4,82.60 $4,172.60 TRACT ND. 6118-PHASE 3; LOT 26 CENTER HOMES $4,82.60 fr/,1]250 TRACT N0.6118-PHASE 3; LOT 2] CENTER HOMES $4,112.80 $4,772.60 TRACT N0.6118-PHASE 3; LOT 28 CENTER HOMES $4,172,60 $4,1]2.H6 TRACT N0. 611&PHASE 3; LOT 29 CENTER HOMES $4,172.60 $4,-02.60 TRACT N0.6118-PHASE 3; LOT 30 CENTER HOMES $4,1]2.60 x4.1]2.60 TRACT N0.6118-PHASE 3; LOT 31 CENTE%HOMES $4,82.60 $4.172.60 TRACT N0.611&PHASE 3:LOT 32 CENTER HOMES $4,8259 $4,1]2.59 ' TRACT N0.6118-PHASE 4; LOT 1 CENTER HOMES $4,172.60 $4.82.60 TRACT N0.8118-PHASE d; LOT 2 CENTER HOMES $4,172.50 $4,172.60 TRACT NO.6N8-PHASE 4; LOT 3- CENTER HOMES $4,112.80 $4,172.60 TRACT N0.6118.PHASE 4: LOT 4 CENTER HOMES x4,172.60 $4.17260 TRACT N0.6118-PHASE 4: LOT 5 CENTER HOMES $4,1T2.60 $4,1]2.60 TRACT N0.6118-PHASE 4; LOT 6 CENTER HOMES $4,t T2.60 $4,1]2.60 TRACT N0.6118-PHASE 4; LOT 7 CENTER HOMES $4,82.60 $4,1]2.60 TRRGT N0.61 t8-PHASE 4; LOT 8 CENTER HOMES $447260 84,17260 TRACT N0.6118-PHASE 4; L0T 9 CEMEX HOMES $4,8260 .$4.8260 TRACT N0.6118-PHASE 4: LOT 10 CENTER HOMES $4,8260 $4,172.60 TRACT N0.611&PHASE 4; LOT 11 CENTER HOMES $4,112.60 $4,17260 TRACT N0.6118-PHASE 4; LOT 12 CENTER HOMES $4,8260 $4.172.60 TRACT NO. BliB-PHASE 4; LOT 13 CENTER HOMES $4,172.60 $4,8250 TRACT N0.6t18FHASE 4; LOT id CENTER HOMES $4,1]2.60 $4,82.60 TRACT NO. 6118-PHASE 4; LOT t5 CENTE%HOMES $4,172.60 $4,tt2.60 TRACT N0.6118-PHASE 4; LOT 16 CENTER HOMES $4.82.60 $4,82.60 TRACT N0.611&PHASE 4; LOT 17 CENTER HOMES $4,82.60 $4,82.60 TRACT NO. 6118-PHASE 4: LOT 18 CENTER HOMES $4,112.69 $4,172.60 TRACT NO. 6118-PHASE 4; LOT 19 CENTER HOMES $4,172.60 x4172.60 TRACT N0.6118-PHASE 4; LOT 20 CENTER HOMES $4,82.60 $4,172.80 TRACT N0.6118-PHASE 4; LOT 21 CENTER HOMES $4.172.60 $4,172.60 TRACT N0.67tH-PHASE 4; LOT 22 CENTER HOMES $4,172.80 $4,1]2.60 TRACT N0.6178-PHASE d; LOT Z3 CENTER HOMES $4.1]2.60 $4,172.80 TRACT N0.6116-PHASE 4; LOT 24 CENTER HOMEB $4.172.80 $4.82.60 TRACT N0.6118-PHASE 4; LOT 25 CENTER HOMES $4,1]2.60 $4.172.80 TRACT ND. 611&PHASE 4; LOT 2G CENTER HOMES 54.172.60 $4,82.60 TRACT N0.6118-PHASE 4; LOT 27 CENTE%HOMES $4.172.60 $4.172.60 TRACT NO: 6116-PHASE 4; LOT 26 CENTER HOMES $4.82.80 $4,172.60 TRACT N0.6118-PHASE I; LOT 29 CENTER HOMES $4,1]2.80 $4,82.60 TRACT N0.8t18-PHASE 4; LOT 30 CENTER HOMES $4,172,80 $4,1]2.60 29540EXA A-1 0912112-004 EXHIBIT A ENGINEER'S REPORT CITY OF BAKERSFIEID ASSESSMENT DISTRICT NO.04-1 COUNTY OF KERN, STATE OF CALIFORNIA ASSESSMENT ROLL ASSESSOR'S TA% PREIJMINARY' CONFIRMED ASSESSMENT NUMBER (ATNjI ASSESSMENT ASSESSMENT NUMBER PROPERTY DESCRIPTION PROPERTY OWNER AMOUNT AMOUNT 79 TRACT N0.6ri8-PHASE 4; LOT 3i CENTER HOMES $4,172.80 54,112.60 80 TRACT N0.6118-PHASE 4;L0T 32 CENTER HOMES $4,172.59 $4,172:59 81 TRACT N0.6118-PHASE S; LOT 1 CENTER HOMES $4,172.60 $d,i72.80 62 TRACT N0.6118-PHASE 5; LOT 2 CENTE%HOMES $4,tt2.60 $4,172.60 83 TRACT N0.6118-PHASE SLOT 3 CENTER HOMES $4,82.60 $4,172.80 84 TRACT N0.6118-PHASE 5; LOT 4 CEMEX HOMES $4,172.60 $4,172.60 85 TRACT N0.8118-PHASE SLOT ~ 5 CENTER HOMES $4,172.60 $4,172.60 86 TRACT N0.611&PHASE S; LOT fi CENTER HOMES $4,172.80 $4,172.60 87 TRACT N0.6118-PHASE S; LOT 7 CEME%HOMES $4,82.60 $4,172.60 88 TRACT NO.6i 18-PHASE S: LOT 8 CENTE%HOMES $4,172.60 $4,172.60 89 TRACT N0.8118-PHASE S; LOT 9 CENTER HOMES $4,82.60 $4,172.60 90 ~ TRACT N0.6118-PHASE 5; L0T 10 CENTE%HOMES $4,172.80 $4.172.60 91 TRACT N0.6119-PHASE S; LOT 11 CENTE%HOMEB $4,82.60 $4,172.80 92 TRACT NO.611&PHASE 5; LOT 12 CENTE%HOMES $4,172.80 $4,172.60 93 TRACT N0.611&PHASE 5;l0T 13 CENTE%HOME$ $4,172.60 $4,172.60 94 TRACT N0.8118-PHASE S; LOT t4 CENTE%HOMES $4,82.60 $4,172.60 95 TRACT N0.611&PHASE 5; LOT t5 CENTER HOMES $4,112.60 $4,172.60 96 TRACT N0.6118-PHASE S; LOT t6 CENTER HOMES S4A72.80 $4,172.60 97 TRACT N0. 6118-PHASE S; LOT 17 CEMEX HOMES $4,172.60 $4,172.G0 98 TRACT NO. 6118-PHASE S; IOT 18 CENTER HOMES $4,172.60 $4,172.60 99 TRACT N0.6118-PHASE S; LOT 19 CENTE%HOMES $4,1]2.60 $4,tt2.60 100 TRACT NO. 6118-PHASE S; LOT 20 CENTER HOMES $4,82.60 $4,172.60 101 TRACT N0.61 i8-PHASE S, LOT 21 CENTER HOMES $4,82.60 $4,82.60 102 TRACT N0.6118-PHASE S; LOT 22 CENTER HOMES $4,172.60 $4,172.60 103 TRACT NO. 61 i8-PHASE S; IOT 23 CENTER HOMES $4,172.80 $4,172.60 tDa TRACT N0.6fl8-PHASE 5; LOT 24 CENTE%HOMES $4,172,0 $4,112.60 105 TRACT N0.6118-PHASE S; LOT 25 CENTE%HOMES $4,172.60 $4,172 fi0 106 TRACT N0.6118-PHASE S; LOT 26 CENTER HOMES $4,17260 $4,82.60 tOl TRACT NO.6tie-PHASE S; LOT 27 CENTER HOMES $4,82.50 $4,112.60 108 TRACT NO.6t18-PHASE S; IOT 2B CENTER HOMES $4,172.60 $4,172.60 109 TRACT N0.6118-PHASE S; LOT 29 CENTE%HOMES -$4,172.60 $4,1]2.60 110 TRACT N0.6118-PHASESaOT 30 CENTE%HOMES $4,172.60 $4,112.60 111 TRACE N0.5tt8-PHASE S; LOT 3t CENTEx HOMES $4,11260 54,112.60 112 TRACT NO. Btie-PHASE S; IOT 32 CEMEX HOMES $4,82.60 $4,172.60 113 TRACT NO.61Y&PHASE$lOT 33 CENTER HOMES $4,172.60 $4,82.60 114 TRACT N0.6118-PHASE 5; lOT 34 CENTER HOMES $4,172.58 $4,172.58 175 TRACT N0.6118-PHASE 5; l0T 35 CENTER HOMES $62,58&.Ot $62,589.01 116 TRACT N0.6118-PHASE i; LOT E CENTER HOMES $0.00 $0.00 117 TRACT N0.6i 18-PHASE 1; LOT F CENTER HOMES $0.00 $0.00 118 TRACT NO. 6118-PHASE i; IOT G CENTER HOMES $DAO $0.00 119 TRACT NO. 8118-PHASE I; LOT H CENTER HOMES $0.00 $0.00 120 TRACT N0. 6118-PHASE 1; LOT I CENTER HOMES $0.00 $0.00 121 TRACT N0. 6118-PHASE 1; l0T J CENTER HOMES $0.00 $0.00 122 528-01002, llA 122-99; PARCEL E CENTER HOMES $375,533,95 $375,533.95 123 TRRCT N0. 6195-PHASE 1; LOT i CENTER HOMES $5,004.45 $5 OOd 45 124 TRACT N0.8195-PHASE 1; LOT 2 CENTER HOMES 85,804.45 $5,004.45 125 TRACT N0.6195-PHASE t; lOT 3 CENTE%HOMES 85,004.45 $5,004.45 126 TRACT N0.6195-PHASE i; lOT 9 CENTER HOMES $5,004.45 $5,004.45 tZ7 TRACT N0.619SPHASE i; LOT 5 CENTER HOMES $S,OO4A5 $5.004.45 128 TRACT N0.6185-PHASE I; LOT e CENTE%HOMES $5,004.45 $5,004.45 129 TRACT N0.619SPHASE 1; LOT 7 CENTER HOMES $5,004.45 $5,004.45 130 TRACT N0.819SPHASE 1; l0T 8 CEMEX HOMES $5,004.45 $5,004.45 131 TRACT N0.6785-PHASE 1: LOT 9 CENTER HOMES $5,OOd.45 $5,004.45 132 TRACT N0.6195-PHASE 1; l0T 10 CENTER HOMES 85,004.45 $5,004.45 133 TRACT N0.6185-PHASE t; IOT 11 CENTE%HOMES $5p04.45 $5,004.45 134 TRACT N0. 6195-PHASE t; lOT f Y CENTER HOMES $5,OOd.45 $5,004.45 135 TRACT N0.6195-PHASE 1a0T 13 CENTEx HOMES $5,004.d5 $5,004.45 136 TRACT N0.6195-PHASE iaOT 14 CENTER HOMES $Sp04.45 $5,004.45 137 TRACT N0.6195-PHASE i; IOT 15 CENTER HOMES $5.004,45 $5004.45 138 TRACT N0.6195-PHASE 1; LOT 16 CENTER HOMES $5,OOa.45 $5,004.45 139 TRACT NO. 6195-PHASE I; LOT 17 CENTER HOMES $5.00495 $5.00445 140 TRACT N0.5195-PHASE L LOT 18 CENTER HOMES $5,004.45 $5,004.45 141 TRACT N0.6195-PHASE 1aOT 19 CENTER HOMES $5.004,45 $5,004.45 142 TRACT N0.6195-PHASE L l0T 20 CENTER HOMES $5,004.45 $5,004.45 143 TRACT N0.6195-PHASE I; LOT 21 CENTER HOMES $5.004.45 $5.004.45 144 TRACT N0.619SPHASE I: LOT 22 CENTE%HOMES $5,004.45 $5,004.45 145 TRACT N0.819&PHASE I; LOT 23 CENTE%HOMES $5,004.45 $5,004.45 t4fi TRACT N0.6195-PHASE 1; l0T 24 GENTEX HOMES $5,004.d5 $5,004A5 147 TRACT N0. 61H5-PHASE i; IOT 25 GENTEX HOMES $5p04.45 $5,004.45 148 TRACT N0.619SPHASE i; LOT 26 CENTE%HOMES $Sp04.45 $5.004.45 149 TRACT N0.8195-PHASE taOT 27 CENTE%HOMES $Sp04.59 $5,004.58 150 TRACT N0. Bt95-PHASE t; L0T A GENTEX HOMES $0.00 $0.00 151 LOTA PER OOC.N0. 020 40 9 3 31 7, O.ft. NORTH KERN WATER STORAGE DISTRICT $0.00 $OAO 152 l0T 8 PER DOG. N0.020409338, O.R. NORTH KERN WATER STORAGE DISTRICT $0A0 b0.00 153 TRACT NO. 6145-PHASE 1; LOT 0 GENTEX HOMES $OAO $0.00 154 TRACT NO. 619SPHASE I; LOT E GENTEX HOMES $9A0 $0.00 155 TRACT NO.6195-PHASE 1; LOT F GENTEX HOMES $0.00 $0.00 156 TRACT N0.6195-PHASE2; lOT i GENTEX HOMES $5,004.45 $5,004.45 29640E%A A-2 09!212004 EXHIBIT A ENGINEER'S REPORT CITY OF EAKERSfiELO ASSESSMENT DISTRICT N0.041 COUNTY OF KERN, STATE OF CALIFORNIA ASSESSMENT ROLL ASNUMBER T ( PROPERTY DESCRIPTION PROPERTY OWNER ASAMOUNTNT I A AMOUNTNT 157 TRACT N0. 6195-PHASE 2: LOT 2 CENTEX HOMES $5,004.45 $5,004.45 158 TRACT N0. 819SPHASE 2; LOT 3 CENTEX HOMES $5,004.45 $5,004.45 159 TRACT N0. 819SPHASE 2; LOT 4 CENTEX HOMES $5,004.45 $5,00445 . ~ 780 TRACT N0. 6195?HASE 2; lOT 5 CENTEX HOMES $5,004.45 $5,004.45 '. 161 TRACT NO. 6Y95-PHASE 2; LOT 6 CENTEX HOMES $5,004.45 $5,00-0.45 162 TRACT N0. 6195-PHASE 2: LOT 7 CENTEX HOMES $5,004.45 $5,004.45 163 TRACT N0. 6195-PHASE 2; LOT a CENTE%HOME3 $5,004.45 $5,004.45 164 TRACT N0. 6795-PHASE 2; LOT 9 CENTEX HOMES $5,004.95 $5,004.45 185 TRACT N0. 619SPHASE 2; lOT 70 CENTEX HOMES $5,004.45 $5,004,45 166 TRACT N0. 6195-PHASE 2; LOT it CENTEX HOMES $5,004.45 $5,00445 167 TRACT N0. 8195-PHASE 2; LOT 12 CENTEX HOMES $5,004.45 $5,004.45 168 TRACT N0. 6195-PHASE 2; LOT 13 CENTEX HOMES $5,004.45 $5,004.45 769 TRACT N0. 6195~PHASE 2; LOT 14 CENTEX HDMES $5,004.45 55,004.45 170 TRACT N0. 6795-PHASE 2: LOT 15 CENTE%HOMES $5,004.45 $5,004.45 171 ~ TRACT N0. 6195-PHASE 2; l0T 16 CENTE%HOMES $5,004.45 $5,004.45 172 TRACT N0. 619S-PHASE 2; LOT i7 CENTEX HOMES $5,004.45 $5,004.45 ' 773 TRACT N0. 6t8SPHASE 2; LOT 78 CENTEX HOMES $5,004.45 _$5,004.45 R4 TRACT N0: 619SPHASE 2; LOT 19 CENTEX HOMES $5,004.45 $5,004 45 175 TRACT N0. 6185-PHASE 2; LOT 20 CENTEX HOMES $5,004.45 $5,004.45 176 TRACT N0. 6195-PHASE 2; LOT 21 CENTEX HOMES $5,004.45 $5,004.45 777 TRACT N0. 619SPHASE 2; LOT 22 CENTEX HOMES $5,004.45 $5,004.45 178 TRACT ND. fi19SPHASE 2; LOT 23 CENTEX HOMES $5,004.45 $5,004.45 R9 TRACT N0. 6195-PHASE 2; lOT 24 CENTEX HOMES $5,W4.45 $5,004.45 160 TRACT N0. 6195-PHASE 2: LOT 25 CENTEX HOMES $5,004.45 $5,009.45 181 TRACT N0. 619SPHASE 2; LOT 2s CENTE%HOMES $5,004.45 $5,004.45 162 TRACT N0. 6195-PHASE 2: lOT 2T CENTEX HOMES $5,004.45 $5,00445 183 TRACT N0. 8195-PHASE 2aOT 28 CENTEX HOMES $S,OOd85 $5,004.45 164 TRACT N0. 6145-PHASE 2x07 29 DENTE%HOMES $5,004.45 $5.00445 165 TRACT N0. 6t95-PHASE 2; LOT 30 CENTE%HOMES $5.004.45 $5.004.45 186 TRACT N0. 6195-PHASE 2; lOT 3t CENTEX HOMES $5,004.45 $5,004.45 187 TRACT N0. 6195-PHASE 2; lOT 32 CENTEX HOMES $5,004.60 $5,004.60 188 TRACT N0. 619SPHASE 3; LOT i CENTEX HOMES $5,W4A5 $5,004.45 199 TRACT N0. 6Y95~PHASE 3; LOT 2 CENTEX HOMES $SA04.45 $5,004.46 180 TRACT NO. et95-PHASE 3; lOT 3 CENTEX HOMES $5,x04.45 $5,004.45 191 TRACT NO. 6t95-PHASE 3; LOT d CENTEX NOMES $5,004.45 $5,004.45 792 TRACT NO, 6195-PHASE 3: LOT 5 CENTEX HOMES $5,004.45 $5,004.45 193 TRACT N0. 6195FHASE 3:lOT 6 CENTEX HOMES $5,004.45 $5,004.45 194 TRACT N0. 6195-PHASE 3; LOT 7 CENTEX HOMES $5,004.45 $5,004.45 195 TRACT N0. 6195-PHASE 3; LOT e CENTEX HOMES $5,W4.45 $5,004.45 196 TRACT N0. 6195-PHASE 3; LOT 9 CEMEX HOMES $5,004.45 $5,004.45 197 TRACT N0. 619SPHASE 3; lOT 10 CENTEX HOMES $5.00485 $5,004.-05 198 TRACT N0. 6195-PHASE 3; lOT it CENTEX HOMES $5,004.45 $5,004.45 199 TRACT N0. 8195-PHASE 3; LOT 72 CENTEX HOMES $5,004.45 $5,004.45 200 TRACT N0. 8195-PHASE 3; LOT 13 CENTEX HOMES - $50.04.45 $5.004 45 201 TRACT N0. 6195-PHASE 3; LOT 14 CENTEX HOMES $5,004.95 $5,004.45 - 202 TRACT N0. 8195-PHASE 3; LOT 15 CENTEX HOMES $5,004.45 $5,004.45 203 TRACT N0. 6195-PHASE 3; LOT 16 CENTEX HOMES $5,004.45 $5,004.45 204 TRACT N0. 6195-PHASE 3; LOT 17 CENTEX HOMES $5.004.45 $5,004.45 _ 205 TRACT N0. 6195-PHASE 3; LOT 18 CEME%HOMES $5,004.45 $5,004.45 206 TRACT N0. 8795-PHASE 3; LOT i9 CENTEX HOMES $5,0040.5 $S,W4.45 207 TRACT N0. 619SPHASE 3; LOT 20 CEMEX HOMES $5,004.45 $5,004.45 208 TRACT N0. 619SPHASE 3: LOT 21 CENTEX HOMES $5.004.45 $5,004.45 209 TRACT N0. 6195-PHASE 3; LOT 22 CENTEX HOMES $5 0.04.-05 $5,00445 2i0 TRACT N0. 6195-PHASE 3; LOT 23 CENTEX HOMES $5,004,95 $5,004.45 2t1 TRACT N0, 6195-PHASE 3; LOT 24 CENTEX HOMES $5,004.45 $50.0495 212 TRACT N0. 619SPHASE 3; LOT 25 CENTE%HOMES $5,00485 $5,004.45 213 TRACT N0. 8195-PHASE 3; LOT 26 CENTEX HOMES $5.004-45 $5,004.45 214 TRACT N0. 6796PNASE 3; LOT Z7 CENTEX HOME$ $5,004.45 $5,004.45 215 TRACT Np. 6195-PHASE 3; LOT 28 CENTEX HOMES $5,004.45 $5,004.45 216 TRACT N0. 6195-PHASE 3; LOT 29 CENTEX HOMES $5,004.45 $5,004.45 217 TRACT N0. 6195-PHASE 3; LOT 30 CENTEX HOMES $S,Wd.45 $5,004.45 218 TRACT N0. 619SPHASE 3; LOT 31 CENTE%HOMES $5,004.59 $5,004.59 - 219 TRACT NO. 619SPHASE 4; lOT 1 CENTEX HOMES $Sp04.45 $5,004.45 220 TRACT N0. 618SPHASE 4; l0T 2 CENTEX HOMES $5.00485 $5.004.45 221 TRACT N0. 61954'HASE 4; lOT 3 CENTEX HOMES $5,004.45 $5.004.45 222 TRACT N0. 6195-PHASE 4; LOT 4 CENTEX HOMES $5,004.45 $5,004:45 223 TRACT N0. 618SPHASE 4; lOT 5 CENTEX HOMES $5,004.45 $5,009.45 224 TRACT N0. 6195-PHASE 4; LOT 6 CENTE%HOMES $5,00-045 $500485 225 TRACT N0. 6195-PHASE 4; LOT 7 CENTEX HOMES $5,004.45 $5,004.45 226 TRACT N0. 619SPHASE 4; LOT 8 CENTEX HOMES $5,004.45 $5,004.45 227 TRACT N0. 6195-PHASE 4; LOT 9 CENTEX HOMES $5,004.45 $5,004.45 228 TRACT N0. 6195-PHASE 4; LOT t0 CENTEX HOMES $5,004.45 $5,004.45 229 TRACT N0. 6195-PHASE 4; LOT ii CENTE%HOMES $5,004.45 $5,004.45 230 TRACT N0. 6195-PHASE 4; LOT 12 CENTEX HOMES $5,004.45 $5,004.45 ' 237 TRACT N0. 6195-PHASE 4: LOT 13 CENTEX HOMES $5,004.45 $5,004.-05 232 TRACT N0. 6195-PHASE 4; LOT 10. CENTEX HOMES $5,009.45 $5,00445 233 TRACT N0. 679SPHASE 4; LOT 15 CENTEX HOMES $5,004.45 $5,004.95 ' 234 TRACT N0. 6195-PHASE 4; LOT is CENTEX HOMES $5,004.45 $S,OOd.45 29640EXA A-3 09/21/2004 EXHIBIT A ENGINEER'S REPORT CITY OF BAKERSFELD ASSESSMENT DISTRICT N0.04i COUNTY OF KERN, STATE OF CALIFORNIA ASSESSMENT ROLL ASSESSMENT 235 TRACT N0.6195-PHASE 4; LOT i] CENTEX HOMES $5,004.45 $5,004.45 236 TRACT N0.619SPHASE 4; LOT 18 CENTEX HOMES $5,004.45 §SA04:d5 237 TRACT N0.6196PHASE 4; LOT 19 CENTEX HOMES $5,004.45 $5,004.45 238 TRACT N0.8195-PHASE 4; LOT 20 CENTEX HOMES $5,004.45 $5,004.45 239 TRACT N0.8195-PHASE d; LOT 21 CENTEX HOMES $5.004A5 $S.OO4A5 240 TRACT N0.6195-PHASE 4; LOT 22 CENTEX HOMES $5,004.45 $5,004.45 241 TRACT N0.6198-PHASE 4;L0T 23 CENTE%HOMES $5,004.45 $5.OOIAS 242 TRACT NO.6t95~PHASE 4; LOT 24 CENTEX HOMES $5,004.45 $5,004.45 243 TRACT N0.6795?RASE 4; LOT 25 CENTEX HOMES $5,004,45 $SA04.45 244 TRACT N0.619SPHASE 4; LOT 28 CENTEX HOMES $5,R94A$ $5A04A5 245 TRACT N0.fi19SPHASE 4; LOT 2] CENTEX HOMES 85,004.45 $5,004.45 246 TRACT NO.614SPHASE 4; LOT 28 CENTEX HOMES $5.004.45 $5,004.45 247 TRACT N0.6t95-PHASE 4; LOT 29 CENTEX HOMES $S,a04.45 $5,004.45 248 TRACT NO.6t95-PHASE 4; LOT 30 CENTEX HOMES $5,004.45 $5A04.d5 249 TRACT NO. BtBSPHASE 4; LOT 31 CENTEX HOMES $5A04.59 $5.004.59 250 TRACT N0.6195-PHASE 4; LOT 32 CENTEX HOMES $585.521A7 $565,521.17 527Ai0U3 (LOTS 5, 6, T, it, AND 12 OF SALES 251 MAP OF LANDS OF KERN COUNTY LAND J S L GARDINER, LLC $1,335,235.04 81.335,235.04 COMPANY) 252 TRACT N0.6158 UNIT TWO; LOT 1 BAKERSFIELD AVALON, LLC $5,319.97 $5,319.97 253 TRACT N0.6153 UNIT TWO; LOT 2 BAKERSFIELD AVALON. LLC 35,319.87 $5,31997 254 TRACT N0.6153 UNIT TWO; LOT 3 BAKERSFIELD AVALON, LLC $5.319.9] $5,319.97 255 TRACT ND. 6133 UNIT TWOaOT 4 BAKERSFIELD AVAION, LLC $5,319.97 $5,319.9] 256 TRACT N0.6153 UNIT TWO; LOT 5 BAKERSFIELD AVAION, LLG $5,319.97 $5,319.97 25] - TRACT N0.6153 UNIT TWO; LOT 6 BAKERSFIELD AVALON, LLC 35,319.9] $5319.97 258 TRACT N0.6153 UNIT TWO; LOT 7 RAKERSFIELD AVALON, LLC $5.319.97 $5,319.97 259 TRACT N0.6153 UNITTWO; LOT 6 BAKERSFIELD AVALON, LLC 35,319.97 $5,319.97 260 TRACT N0.6153 UNIT TWO; LOT 9 BAKERSFIELD AVALON, LLC $5,319.97 $5,319.97 261 TRACT N0.6153 UNIT TWO: LOT 10 BAKERSfiEID AVALON. LLC $5,319.97 $5319.9] 282 TRACT N0.6153 UNIT TWO; LOT 11 RAKERSFIELD AVALON, LLC $5,319.9] $5,379.97 263 TRACT N0.6153 VNIT TVVO: LOT 12 - RAKERSFIELD AVALON, LLC 85,319.9] $5,319.97 266 TRACT N0.6153 UNIT TWO:LOT 13 eAKERSFELD AVALON, LLC ~ $5,31997 $5.319.87 265 TRACT N0.61b3 UNITTMO; LOT 14 eAKERSf1ELD AVAION, LLC $5,319s] $5,318.3) 268 TRACT N0.6153 UNIT TWO; LOT 15 BAKERSFIELD AVALON, LLC $5,319.97 $5,319.9] 2W TRACT N0.8t53 UNIT TWO; LOT 76 BAKERSFIELD AVAION, LLG $5,319.97 $5,319.9] 268 TRACT N0.6153 UNIT TWO; LOT A BAKERSFIELD AVALON, LLC $5,319.97 $5,319.97 269 TRACT N0.6153 UNIT TNO; LOT 18 BAKERSFIELD AVALON, LLC $5,319.9] $5,319.9] 270 TRACT N0.6153 UNIT TWO; LOT t9 eAKERSF1ELq AVALON, LLC $5,319.97 $5,319.97 271 TRACT N0.8153 UNITTWO; LOT 20 BAKERSFIELD AVAION, LLG $5,319.97 $5,319.9] 272 TRACT N0.6153 UNIT TWO; LOT 21 BAKERSFIELD AVALON, LLC $5,319.97 $5,319.97 93 TRACT N0.8153 UNITTWO; LOT 22 RAKERSFIELD AVAION, LLC $5,319.97 $5,319.9] 274 TRACT N0.6153 UNIT TWO; LOT 23 BAKERSFIELD AVALON, LIC $5,318.97 g5,3t9.W 2]5 TRACT N0.6153 UNIT TWO; LOT 24 BAKERSFIELD AVAION, LLC $5,399.97 $5,319.97 2]6 TRACT N0.6153 VNIT TWO; LOT 25 BAKERSFELO AVALON. LIC $5,319.97 $5,319.9] 277 TRACT N0.6153 UNIT TWO; LOT 26 BAKERSFIELD AVALON, LLC $5,31997 $5.319.9] 278 TRACT N0.6153 UNITTWO; LOT 27 RAKERSFIELD AVALON, LLC $5,319.97 $5319.97 279 TRACT NO.6Y 53 UNIT TWOaDT 28 BAKERSFIELD AVALON, LLC $5,319.97 $5,319.97 280 TRACT N0.8153 UNIT TWO: LOT 29 BAKERSFIELD AVALON, LLC $5.319.97 $5,319.9] 281 TRACT N0.6153 VNITTWO: LOT 30 BAKERSFIELD AVFLLON. LIC $5,319.87 $5,379.97 282 TRACT N0.6153 UNIT TWO; LOT 31 BAKERSFIELD AVALON, LLC $5,319.97 $5,319.8] 283 TRACT NO.6t53 UNITTWO; LOT 32 BAKERSFIELD AVALON, LLC $5.318.97 $5,319.97 286 TRACT N0.6153 UNIT TWO; LOT 33 BAKERSFIELD AVALON, LIC $5,319.97 $5,319.97 285 TRACT N0.6153 UNIT TWO: LOT 34 RAKERSFIELD AVAION. LLC $5,314.97 $5,319.97 286 TRACT N0.6153 UNIT TWO; LOT 35 BAKERSFIELD AVALON, LLC $5,319.9] $5,319.97 287 TRACT NO.6t53 UNIT TVJOaOT 36 BAKERSFIELD AVALON, LLC $5,319.97 $5,319.97 288 TRACT NO.fit53 UNIT TWO; LOT 3] BAKERSFIELD AVAION, LLC 85,319.97 $5,318.97 289 TRACT N0.6153 UNITTWD; lOT 38 BAKERSFIELD AVALON.ILC $5,319.9] $5,319.97 290 TRACT NO.6t53 UNIT TWO: LOT 39 BAKERSFIELD AVALON, LLC $5,379.97 $5.319.9] 291 TRACT NO.fi153 UNITTW0; l0T 40 BAKERSFIELD AVAION, LIC ffi5,3t9.97 $5.319.91 292 TRACT N0.6153 UNIT TWO; lOT 41 BAKERSFIELD AVALON, LLC $5,319.97 $5,319.97 293 TRACT N0.6153 UNIT TWO; LOT 42 BAKERSFIELD AVALON, LIC $5,319.97 $5,319.97 296 TRACT N0.6153 UNIT lVY0a0T 43 RAKERSFIELD AVALON, LLC $5,319.97 $5,319.9] 295 TRACT ND_8753 UNIT TWO; lOT 44 BAKERSFIELD AVALON, LIC $5.319.97 $5,319.97 296 TRACT N0.6153 UNIT TWO; LOT 45 BAKERSFIELD AVALON, LLC $5,319.9] $5.319.97 287 TRACT N0.6153 VNIT TNfO; LOT 46 . BAKERSFIELD AVALON.IIC $5,319.97 $5.319.9) 298 TRACT NO.6t53 VNiT TWO; LOT 47 RAKERSFIELD AVALON, LLC $5,319.9] $5,319.9] 299 TRACT N0.6153 UNIT TWG: LOT 48 BAKERSFIELD AVALON, LLC $5,319.97 $5,319.9] 300 TRACT N0.6153 UNIT7W0; LOT 48 BAKERSFIELD AVALON, LIC $5,319.97 $5,319.97 301 TRACT N0.6753 UNIT TWO; LOT 50 BAKERSFIELD AVAION, LLC $5,319.9] $5,319.9] 302 TRACT N0.6153 UMT TWO; LOT St BAKERSFIELD AVALON, LLC 85,319.97 $5,379.97 303 TRACT N0.6153 UNITTWO; LOT 52 BAKERSFIELD AVALON, LLC $5,319.97 $5,319.97 304 TRACT N0.6153 UNIT TWO; LOT 53 RAKERSFIELD AVALON, LLC $5,319,87 $5,318.87 305 TRACT N0.6153 UNIT TWO; LOT 5-0 RAKERSFIELD AVALON, LLC 33,319.97 $5,319.97 30fi TRACT N0.6153 UNIT TWO; LOT 55 BAKERSFIELD AVAION, LLC $5,319.9] $5,319.97 307 TRACT N0.6153 UNR TWO; LOT 56 RAKERSFIELD AVAION, LLC - $5,319.97 $5,319.97 308 TRACT N0.6153 UNIT TWOaOT 5] BRKERSFIELO AVAION, LLC $5,319.87 $5,319.W 309 TRACT NO.6t53 UNIT TNO: LOT 58 BAKEftBFIEID AVALON, LLC $5,319.97 $5,319.97 310 TRACT N0.8153 UNIT TWO; LOT 59 BAKERSFIELD AVALON, LLC $5,399.97 $5,319.97 29640EXA A-4 09@1!2004 E%HIDIT A ENGINEER'S REPORT CRY OF BAKERSFIELD ASSESSMENT DISTRICT N0.041 COVNTY OF KERN, STATE OF CALIFORNIA ASSESSMENT ROLL ASSESSOR'S TA% PRELIMINARY CONFIRMED ASSESSMENT NVMBEft {ATN)1 ASSESSMENT ASSESSMENT NUMBER PROPERTY DESCRIPTION PROPERTYOWNER AMOUNT AMOUNT 311 TRACT N0.6153 UNIT TWO; lOT 80 BAKERSFIELD AVALON, LLC $5,319.9) $5,379.9] 312 TRACT NO.6YS3 UNIT TWO; lOT 61 BAKERSFIELD AVALON, LLC $5,319.97 $5,319.9] 313 TRACT N0.6153 UNIT TWO; LOT 62 BAKERSFIELD AVALON, LLC $5,919.97 $5,319.97 314 TRACT N0.8153 UNIT TWO; LOT 83 BAKERSFIELD AVALON. LLC $5,319.97 $5,319.97 315 TRACT N0.6153 UNIT TWO; LOT 64 BAKERSFIELD AVALON, LLG $5,319.97 $5,319.97 316 TRACT N0.6153 UNIT TWO; lOT 85 BAKERSFIELD AVAION, LLC $5,379.97 $5,319.9] 317 TRACT NO. 6153 UNIT TWO; LOT 66 BAKERSFIELD AVALON, LLC $5,319.97 $5,318.9] 318 TRACT NO.6t53 UNIT TWO; LOT 67 BAKERSFIELD AVALON, LLC $5,319.91 $5,319.97 319 TRACT N0.6153 VNIT TWO; LOT 68 BAKERSFIELD AVAION, lLC $5,319.97 $5,319.9) 320 TRACT N0.6153 UNIT TWO; LOT 69 BAKERSFIELD AVAION, LLC $5,319.97 $5,319.97 321 TRACT N0.6153 UNIT TWO; LOT 70 BAKERSFIELD AVAION, LLC 85,319.97 $5,319.9) 322 TRACT NO. Si53 UNIT TWO; LOT 77 BAKERSFIELD AVALON, LLC $5,319.97 $5,319.9] 323 TRACT N0.6153 UNIT TWO; LOT 72 BAKERSFIELD AVAION, LLC $5,319.97 $5,319.8) 324 TRACT NO.6i53 UNIT TWO: LOT 73 BAKERSFIELD AVAION, LLC $5,319.97 $5,319.97 325 TRACT N0.6153 VNIT TWO; LOT 74 BAKERSFIELD AVALON, lLC $5,319.97 $5,318.87 326 TRACT NO. Bt53 UNR TWO; LOT 75 BAKERSFIELD AVALON, LLC $5,319.9] $5,319.9] 32] TRACT N0.6153 VNIT TWO; LOT 76 BAKERSFIELD AVAION, LLC $5,320.25 $5,320.25 328 TRACT N0. 6117 UNIT THREE; LOT i OLIVE PARK LAND COMPANY $],345.29 $7,345.29 329 TRACT N0.611]UNIT THREE; LOT 2 OLIVE PARK LAND COMPANY $],945,29 $7,345.29 330 TRACT NO.6t77 UNIT THREE; LOT 3 OLIVE PARK lANO COMPANY $],345.24 $),345.29 331 TRACT NO.61II UNIT THREE; LOT 4 OLIVE PARK LAND COMPANY $],345.29 $7,345.29 332 TRACT NO.6tt] UNIT THREE; LOT 5 OLIVE PARK LAND COMPANY $],345.29 $7,345.29 333 TRACT NQ 6i 1] UNIT THREE; LOT, 6 OLIVE PARK LANG COMPANY $],345.29 _ $],345.29 336 TRACT N0.6117 UNIT THREE; lOT ] OLIVE PARK LANG COMPANY $],34fl29 $],345.29 335 TRACT NQ 5117 UNIT THREE; LOT 8 OLIVE PARK LAND COMPANY $],345.29 $7,345.29 336 TRACT NO. b1Y]UNIT THREE; LOT 9 OLIVE PARK LAND COMPANY $],3-05.29 $7,345.29 33] TRACT NO, 611) UNIT THREE; LOT 10 OLIVE PARK LANG COMPANY $7,345.29 $7,345.29 338 TRACT NO. bi i]UNIT THREE; LOT 11 OLIVE PARK LAND COMPANY $],395.29 5].345.29 339 TRACT N0.61II UNIT THREE; LOT 12 OLIVE PARK LAND COMPANY $7,345.28 $7,345.29 340 TRACT N0.67tl UNIT THREE; LOT 13 OLIVE PARK LAND COMPANY $],345.29 $7.345.29 341 TRACT NO.67 i]UNIT THREE; LOT 14 OLIVE PARK LAND COMPANY $],345.29 $7,345.29 312 TRACT N0.61 tJ UNIT THREE; LOT 15 OLIVE PARK LANG COMPANY $],345.29 $],345.29 393 TRACT NO. 611) UNIT THREE; LOT i6 OLNE PARK LAND COMPANY $7,345.28 $7,345.29 344 TRACT N0.6117 UNIT THREE; l0i i] OLIVE PARK LANp COMPANY $],945.24 $7,345.29 345 TRACT N0.6117 UNIT THREE; LOT 18 OLIVE PARK LAND COMPANY $7,345.29 $],345.29 346 TRACT NO. fii t]UNIT THREE; LOT ifl OLIVE PARK LAND COMPPNY $],345.29 $7,345.29 34] TRACT NO. Bti7 UNIT THREE; LOT 20 OLIVE PARK LAND COMPANY $],345.29 $7,345.29 348 TRACT N0.611) UNIT THREE; LOT 21 OLIVE PARK LAND COMPANY $7,345.29 $],345.2fl 349 TRACT N0.8117 UNIT THREE; LOT 22 OLIVE PARK LAND COMPANY $7,345.28 $],345.29 350 TRACT NO.611]LINR THREE; LOT 23 OLIVE PARK LAND COMPANY $],345.29 $7.345.29 351 TRACT NO, 6117 UNIT THREE; LOT 24 OLIVE PARK LAND COMPANY $7,345.29 $7,345.29 352 TRACT NO.671] UNIT THREE; LOT 25 OLIVE PARK LAND COMPANY $],345,29 $7,345.29 353 TRACT N0.8117 UNIT THREE; LOT 26 OLIVE PARK LAND COMPANY $7,345.29 $7,345.29 354 TRACT NO.6117 UNIT THREE; LOT 27 OLIVE PARK lANO GOMPlWY $),346.29 $7.345.29 355 TRACT NO.6117 VNIT THREE; l0T 28 OLIVE PARK LAND COMPANY 87,345.29 $7,345.29 356 TRACT N0.6111 UNlT THREE; LOT 29 OLIVE PARK LAND COMPANY $),345,29 $],345.29 351 TRACT N0.61A UNIT THREE; LOT 30 OLIVE PARK lP.NO COMPANY $7,34829 $],345.29 358 TRACT NO.6117 UNIT THREE: LDT 31 OLIVE PARK LAND COMPANY $),345.29 $],345.29 359 TRACT N0.614 UNIT THREE; LOT 32 OLNE PARK LAND COMPANY $7,345.29 $7,345.29 360 TRACT NO. BtR VNIT THREE: LOT 33 OLIVE PARK LAND COMPANY ~ $],345.29 $],345.28 3s1 TRACT N0.6717 UNIT THREE lOT 34 OLIVE PARK LAND COMPANY $7,345.29 $7,345.29 362 TRACT NO. Bttt UNIT THREE; LOT 35 OLIVE PARK LAND COMPANY $],345.29 $],345.29 363 TRACT NO.6IR UNIT THREE LOT 36 OLIVE PARK IANp COMPANY $),345.29 $],345.29 364 TRACT N0.6117 UNN THREE; l0T 3] OLI VE PARK lANO COMPANY $],345.29 $7.345.29 365 TRACT NO.61R UNIT THREE; lOT 38 OLIVE PARK LANG COMPANY 57,345.29 $),345.29 386 TRACT N0.6111 UNIT THREE; LOT 39 OLIVE PARK LAND COMPANY $),345.29 $],345.29 367 TRACT NO.6t1]UNIT THREE: LOT 40 OLIVE PARK lANO COMPANY $7,34529 $],345.29 366 TRACT N0.6117 UNIT THREE; LOT 41 OLIVE PARK LANG COMPANY $7,345.29 $7.345.29 369 TRACT N0.619 UNIT THREEaOT 42 OLIVE PARK L4N0 COMPANY $],34528 $],34529 3J0 TRACT N0.6117 UNIT THREE; LOT 43 OLIVE PARK LAND COMPANY $),345.29 $],345.29 3]t TRACT NQ 5117 UNIT THREE; LOT dd OLIVE PARK LANG COMPANY $7,345.29 $],345.29 3]2 TRACT N0.61Y]UNIT THREE; LOT 45 OLNE PARK LAND COMPANY $7.345.29 $7345.29 373 TRACT N0.81t7 UNIT THREEaOT 48 OLIVE PARK LAND COMPANY $),345.29 $],345.29 3]4 TRACT NO.67t]UNIT THREE; LOT 47 OLIVE PARK LAND COMPANY $],345.29 §],345.29 375 TRACT N0.6177 UNIT THREE; l0T 48 OLIVE PARK LAND COMPANY 87,345.29 $7,345.29 378 TRACT N0.611T UNIT THREE: LOT 49 OLIVE PARK LAND COMPANY $7.345.29 87.345.29 377 TRACT NO.6t17 UNIT THREE; LOT 59 OUVEPARK IANU COMPANY $),345,29 $],395.29 3]8 TRACT NO.61i]UNR THREE; lOT 51 OLIVE PARK LAND COMPANY $].345.29 $],945.29 379 TRACT N0.6117 UNIT THREE; LOT 52 OLIVE PARK LANG COMPANY 57,345.29 $7,345.28 380 TRACT N0.6t1]UNIT THREE; LOT 53 OLIVE PARK LAND COMPANY $7,345.28 $],3-05.29 381 TRACT NO.6IA UNIT THREE; LOT 54 OLIVE PARK LAND COMPANY $1,345.28 $7,345.29 382 TRACT N0.611]UNiT THREE; LOT 55 OLIVE PARK LAND COMPANY $7.345.28 $7,34529 383 TRACT N0.611]UNIT THREE LOT 58 OLIVE PARK LAND COMPANY $),345.?9 $],345,29 384 TRACT NO.6i 17 UNIT THREE; LOT 57 OLIVE PARK LAND COMPANY $7,345.29 $7,345.29 385 TRACT N0.61t7 UNIT THREE LOP 58 OLIVE PARK LAND COMPANY $],345.29 $],345.29 388 TRACT N0.6117 UNIT THREE; lOT 59 OLIVE PARK LANG COMPANY $],345.28 $),345.29 38] TRACT NQ 6117 UNIT THREE LOT 60 OLIVE PARK LAND COMPANY $],345.29 $),345.29 388 TRACT N0.6tiT UNIT THREE; L07 81 OLIVE PARK IANO COMPANY $7.345.29 $],345.29 29640EXA A-5 09f212004 E%HIBIT A ENGINEER'S REPORT CITY Of BAKERSFIELD ASSESSMENT DISTRICT ND.09-7 COUNTY OF HERN, STATE OF CALIFORNIA ASSESSMENT ROIL NUMBER ASSESSMENT 369 TRACT N0. 61 i7 UND"THREE; LOT 62 OLNE PARK LAND COMPANY $7,345.24 $7,345.29 390 TRACT N0. 6117 UNITTHREE; LOT 83 OLIVE PARK LAND COMPANY $7.345.29 $7,345.29. 391 TRACT N0. 611]UNR THREE; LOT 64 OLNE PARK LAND COMPANY $1,345.28 $7,345.29 392 TRACT N0. 6177 UNIT THREE; LOT 85 OLIVE PARK LAND COMPANY , $7.345.29 $7,345.29 393 TRACT N0. 6117 UNIT THREE; LOT 66 OLIVE PARK LAND COMPANY $],345.29 $7,345.29 394 TRACTN0. 6117 VNITTHREE; LOT 67 OLIVE PAftK1AND COMPANY $7,345.29 $],345.29 395 TRACT NO, 611]UNIT THREE: LOT 68 OLIVE PARK LAND COMPANY $7,345.29 $7,345.29 396 TRACT NO. 8117 UNIT THREE: LOT 69 OLIVE PARK LAND COMPANY $7,345.29 $],345,29 397 TRACT ND. 8117 UNIT THREE; LOT 70 OLIVE PARK LAND COMPANY $7,345,29 ~ $7,345.29 398 TRACT NO. 6lR UNIT THREE; LOT 71 OLIVE PARK LAND COMPANY $7,345.29 $],345.29 399 TRACT N0. 8117 UNIT THREE; LOT 72 OLIVE PARK LANG COMPANY $7,345.28 $7,345.29 400 TRACT N0. 81 t7 UNIT THREE; LOT 73 OLIVE PARK LAND COMPANY $],345.28 $7,345.29 401 TRACT N0. 8117 UNIT THREE; LOT 74 OLIVE PARK LANG COMPANY $7,395.29 $7,345.29 -002 TRACT N0. 6117 UNIT THREE; LOT T5 OLIVE PARK LAND COMPANY $7.34529 $],345.29 403 TRACT N0. 6117 UNIT THREE: LOT 76 OLNE PARK LAND COMPANY $].345.29 $7,345.29 404 TRACT N0. 6117 UNIT THREE'LOT ]] OLIVE PARK LANG COMPANY $734545 $]34545 COUNTRYSIOEAREA TOTAL (ASSessmenl NOS.i lhraugh 250}: $2.104,859.4] $2,tOq,859.47 THE HOMESTEADAREA TOTAL {ASSessmenl NO.251j: $1,335,235.Ob $1,335,235.04 CHERRY HILL AREA TOTAL (ASSess mentNOS. 2521hmugh 327) : $-004,318A0 $404,318.00 OLIVE PARK III AREA TOTAL (Assessment Nos 328 Urwah 404 } ffi565 58] 49 5565 58] 49 TOTAL AMOUNT ASSESSED: $dA10,009A0 $4,610,000.90 MAP AND DOCUMENT REFERENCES: 1. TRACT N0.61 to-PHASE 1 RECORDED MARCH 2, 2004, IN BOOK 51 OF MAPS, AT PAGES 12 THROUGH 14, KO.R: 2. TRACT NO.6118-PHASE2 RECORDED MARCH 2.2W4.IN BOOKSt OF MAPS, AT PAGES tS THROVGH i6, K.C.R. 3. TRACT N0.6118-PHASE3RECORDED ,2004,IN BOOK 520E MAPS, AT PAGES_THROUGH _; KG.R. 4. TRACT N0. 6118-PHASE 4 RECORDED , 2004, IN BOOK 52 OF MAPS, AT PAGES_THROUGH , K.C.R. 5. TRACT N0.6H8-PHASE 5 RECORDED 2004, IN BOOK 52 OF MAPS, AT PAGES _ THROUGH ~ KCR. 6. TRACT N0.6145-PHASEi RECORDED - ,2004,IN BOOK 520E MAPS, AT PAGES_THROUGH _,KCR. ]. TRACT N0.6195-PHASE2RECORDED ,2004, IN BOOK 520E MAPS. AT PAGES_THROUGH _,K.C.R. e. TRACT N0.6195-PHASE 3 RECORDED , 2004, IN BOOK 520E MAPS. AT PAGES _ IHRUUGH , K.C.R 9. TRACT NO.6t95-PHASE4RECORDED ,2004, IN BOOK 52 OF MAPS, AT PAGES THROUGH _.K.Q.R. 10. TRACT N0.6153 UNIT TWO RECORDED SEPTEMBER 74,2004,IN BOOK 520E MAPS, AT PAGE55THROVGH B,KGR. 11. TRACT N0.8117 UNIT THREE RECORDED , 2004, IN BOOK 52 OF MAPS, AT PAGES THROUGH-, KC.R. 12. CERTIFICATE OF COMPLIANCE FOR LOT LINE ADJUSTMENT N0. 122-88 RECORDED DECEMBER 30,1999, AS DOCUMEM N0. 0199163952, O.R. 13. SALES MAP OF LAND OF KERN COUNTY LAND COMPANY IN SECTION 13, T 2B S, R 26 E. MDBBM, FILED NOVEMBER 24,1891, K.C.R. t4. GRANT OEEO RECORDED APRIL 28, 2004, AS DOCUMENT N0.0204093317, O.R. ' PREPARED BY: N4LSON 8 ASSOCIATES FRESNO, CAUFOF APPROVED BY: DATE: ~`d`'~Q~ 29640E%A AU 09/21!2004 ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT N0.04-1 (GOUNTRYSH)E1THE HOMESTEAD/CHERRY HH,LtOLIVE PARK IlI) EXHIBIT B TABLE B-I Engineer's Estimate of Total Cost and Assessment TABLES B-II Engineer's Itemized Estimate of Improvement Acquisition Cost- TABLE B-II-A Summary of Countryside Area, The Homestead Area, Cherry Hill Area, and Olive Park III Area Improvements to Bc Acquired TABLE B-II-B Countryside Area (Tract No. 6118 and Tract No. 6195) Improvements to Be Acquired TABLE B-II-C The Homestead Area (Tract No. 6234) Improvements to Be Acquired TABLE B-H-D Cherry Hill Area (Tract No. 6153 Unit Two} Improvements to Be Acquired TABLE B-II-E Olive Park III Area (Tract No. 6117 Unit Three} Improvements to Be Acquired EXHIBIT B TABLE B-1 ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 04-1 COUNTY OF KERN, STATE OF CALIFORNIA ENGINEER'S ESTIMATE OF TOTAL COST AND ASSESSMENT 1. COUNTRYSIDE AREA IMPROVEMENT COST A.IMPROVEMENTS B. CONTINGENCY G. INCIDENTALS D. TOTAL COUNTRYSIDE AREA IMPROVEMENT COST 2.THE HOMESTEAD AREA IMPROVEMENT COST A.IMPROVEMENTS B. CONTINGENCY G.INCIDENTALS D. TOTAL THE HOMESTEAD RREA IMPROVEMENT COST 3. CHERRY HILL AREA IMPROVEMENT COST A. IMPROVEMENTS B. CONTINGENCY C. INCIDENTALS D. TOTAL CHERRY HILL AREA IMPROVEMENT COST 4.OLIVE PARK III AREA IMPROVEMENT COST A.IMPROVEMENTS B. CONTINGENCY O INCIDENTALS D. TOTAL OLIVE PARK III AREA IMPROVEMENT COST $1,485,694 .00 $1,485,694. 00 $0 .00 $0. 00 $147,575 .00 $147,575. DD $1,633,269 .00 $1,633,269. 00 $1,036,077.73 $1,036,077.73 $D.ao $o.oD $0.00 $0.00 $1,036,077.7$ $1,036,077.73 $313,731:19 $313,731.19 $O.OD $0.00 $0.00 $0.00 $313,731.19 $313,731.19 $438,868.50 $438,868.50 $0.00 $0.00 $0.00 $0.00 $438,868.50 $438,868.50 5.TOTAL COST OF IMPROVEMENTS, CONTINGENCY, AND INCIDENTALS A.IMPROVEMENTS $3,274,371.42 $3,274,371.42 B. CONTINGENCY $0.00 $0.00 G INCIDENTALS $147,575.00 $147,575.00 D.TOTAL COST OF IMPROVEMENTS, CONTINGENCY, $3,421,946.42 $3,421,945.42 AND INCIDENTALS 6.ESTIMATED ASSESSMENT DISTRICT PROCEEDING COST AND EXPENSE A. ASSESSMENT ENGINEER $65,000.00 $65,000.00 6. BOND COUNSEL - $40,000.00 $40,000.00 C.APPRAISAL $20,000.00 $20,000.00 D. BOND ISSUANCE EXPENSES t. Bond and Other Printing $15,000.00 $15,000.00 z. Bond Administration and Registration $5,000.00 $5,000.00 a. Legal Publications, Notices, Recording, and Mailing $3,000.00 $3,000.00 4. Auditor's Record $5,000.00 $5,000.00 s CDAC, MSRB, PSA Fees $882.00 $882.00 s_ Disclosure Counsel $27,000.00 $27,000.00 7. Continuing Discosure Compliance (First Two Years After Issue) $15,000.00 $15,000.00 e. TOTAL 86ND ISSUANCE EXPENSE $70,882.00 $70,882.00 E. ENVIRONMENTAL APPROVAL PROCESSING $0.00 $0.00 F. CITY ASSESSMENT PROCEEDING COST AND PROJECT CONSTRUCTION AND ACQUISITION ADMINISTRATION 1. City Assessment Proceeding Cost $24,427.58 $24,427.58 z. Project Construction and Acquisition Administration $32,744.00 $32,744.00 (1 % of Improvement Cost and Contingency; Items 5.A and S.B) s. TOTAL CITY ASSESSMENT PROCEEDING COST AND $57,171.58 $57,171.58 PROJECT CONSTRUCTION & ACQUISITION ADMINISTRATION G.TOTAL ESTIMATED ASSESSMENT DISTRICT $253,953.58 $253,053.58 PROCEEDING COST AND EXPENSE 2964081 B-1-1 09/13/2004 EXHIBIT B TABLE B-1 ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 041 COUNTY OF KERN, STATE OF CALIFORNIA ENGINEER'S ESTIMATE OF TOTAL COST AND ASSESSMENT 6. ESTIMATED ASSESSMENT DISTRICT PROCEEDING COST AND EXPENSE (continued) H. ALLOCATION OF TOTAL ESTIMATED ASSESSMENT DISTRICT PROCEEDING COST AND EXPENSE TO EACH DEVELOPMENT AREA t. COUNTRYSIDE AREA. $120,780.55 $120,780.55 z. THE HOMESTEAD AREA $76,618.14 $76,618.14 a. CHERRY HILL AREA $23,200.48 $23,200.48 4. OLIVE PARK III AREA $32,4b4.41 $32,454.41 7.SUBTOTAL COST TO ASSESSMENT A.000NTRYSIDE AREA $1,754,049.55 $1,754,049.55 B. THE HOMESTEAD AREA $1,112,695.87 $1,112,695.87 C.CHERRY HILL AREA $336,931.67 $336,931.67 D. OLIVE PARK III AREA $471,322.91 $471,322.91 E.SUBTOTAL COST TO ASSESSMENT $3,675,000.00 $3,675,000.00 8. DEDUCT CONTRIBUTIDNS AND CASH COLLECTIONS TO REDUCE ASSESSMENT A. COUNTRYSIDE AREA $0.00 $0.00 B. THE HOMESTEAD AREA $O.DO $0.00 O. CHERRY HILL AREA $0.00 $0.00 D.OLIVE PARK III AREA $0.00 $0.00 E. TOTAL CONTRIBUTIONS AND CASH COLLECTIONS $0.00 $0.00 TO REDUCE ASSESSMENT 9. TOTAL COST ASSESSED TO 1915 ACT BOND ISSUANCE AFTER CONTRIBUTIONS AND CASH COLLECTIONS A. COUNTRYSIDE AREA $1,754,049.55 $1,754,049.55 B. THE HOMESTEAD AREA $1,112,695.87 $1,112,695.87 C. CHERRY HILL AREA $336,931.67 $336,931.67 D.OLIVE PARK III AREA $471,322.91 $471,322.91 E. TOTAL COST ASSESSED TO 7915 ACT BOND ISSUANCE $3,675,000.00 $3,575,000.00 AFTER CONTRIBUTIONS AND CASH COLLECTIONS 10.1915 ACT BOND ISSUANCE COST AND RESERVE A. UNDERWRITER'S DISCOUNT $55,125.00 $55,125.00 B. CAPITALIZED INTEREST $238,875.00 $238,675.00 C. BOND RESERVE FUND $441,000.00 $441,000.00 D. TOTAL 1915 ACT BOND ISSUANCE COST AND RESERVE $735,000.00 $735,000.00 E, ALLOCATION OF TOTAL 1915 ACT BOND ISSUANCE COST AND RESERVE TO EACH DEVELOPMENT AREA t. COUNTRYSIDE AREA $350,809.92 $350,8D9.92 2. THE HOMESTEAD AREA $222,539.17 $222,539.17 a. CHERRY HILL AREA $67,386.33 $67,386.33 4. OLIVE PARK III AREA - $94,264.58 $94,264.58 11.TOTAL AMOUNT ASSESSED (Add Lines 9.E. and 10.D.) $4,410,000.00 $4,410,000.00 ALLOCATION OF TOTAL AMOUNT ASSESSED TO EACH DEVELOPMENT AREA t COUNTRYSIDE AREA $2,104,859.47 $2,104,859.47 z. THE HOMESTEAD AREA $1,335,235.04 $1,335,235.04 a. CHERRY HILL AREA - $404,318.00 $404,318.00 a. OLIVE PARK III AREA $565,587.49 $565,587.49 2964081 8-I-2 09!1312004 EXHIBIT B TABLE B•II-A ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 04-1 COUNTY OF KERN, STATE OF CALIFORNIA ENGINEER'S ITEMIZED ESTIMATE OF IMPROVEMENT ACQUISITION COST SUMMARY OF COUNTRYSIDE AREA, THE HOMESTEAD AREA, CHERRY HILL AREA, AND OLIVE PARK III AREA IMPROVEMENTS TO BE ACQUIRED DESCRIPTION - AMOUNTS 1. COUNTRYSIDE AREA (TRACT NO. 6118 AND TRACT NO. 6195) (See Table B-II-A for Details) A. SNOW ROAD (SOUTH SIDE} IMPROVEMENTS (Tract No. 6118 Frontage) a. Improvements -$173,073.00 b, Contingency $0.00 c. Incidentals $0.00 d. Total Snow Road {South Side) Improvement Cost (Tract No. 6118 Frontage] $173,073.00 B. OLD FARM ROAD (WEST SIDE) IMPROVEMENTS (Tract No. 6718 Frontage} a. Improvements $319,889,00 b. Contingency $0.00 C. OLIVE DRIVE (NORTH SIDE} IMPROVEMENTS (Tract No. 6118 Frontage) a. Improvements $216,102.00 b. Contingency $0.00 c. incidentals $0.00 d. Total Olive Drive {North Side) Improvement Cost (Tract No. 6118 Frontage) $216,102.00 D. SUBTOTAL TRACT NO. 6118 FRONTAGE IMPROVEMEN i5 a. Improvements {Add Lines LA.a., i.B.a., and 1.C.a.) $709,064.00 b. Contingency (Add lines 1.A.b., 1.8.b., and 1.C.b.) $0.00 c. Incidentals (Add Lines 1.A.c., 1.B.c. and 1.Qc.) $0 00 d Suh}ntal Trar.} Nn_ A4iA Frnnrana Imnrnvamant Cnet ¢vno nce nn E. OLIVE DRIVE (NORTH SIDE) IMPROVEMENTS (Tract No. 6195 Frontage} a. Improvements $268,949.00 b. Contingency $0.00 a Incidentals $51,014.00 d. Total Olive Drive (North Side) Improvement Cost (Tract No. 6195 Frontage) $319,963.00 F. ALLEN ROAD (EAST SIDE) IMPROVEMENTS (Tract No. 6195 Frontage) a.lmprovements $319,381.00 b. Contingency $g,Og c. Incidentals $60,783.00 d. Total Allen Road (East Side) Improvement Cost (Trail No. 6195 Frontage) $380,164.00 G. SNOW ROAD (SOUTH SIDE) IMPROVEMENTS (Tract No. 6195 Frontage} a. Improvements $188,30D.00 b. Contingency $0.00 H. SUBTOTAL TRACT NO. 6195 FRONTAGE IMPROVEMENTS a. Improvements {Add Lines 1.E.a., 1.F.a., and 1.G.a.) $776,630.00 b. Contingency {Add Lines 1.E.6., 1.F.6., and 1.G.b.) $0.00 c. Incidentals (Add Lines 1.E.c., 1.F.c, and 1G.c.) - $147 575.00 d. Subtotal Tract No. 6195 Frontage Improvement Cost $924,205.00 L TOTAL COUNTRYSIDE AREA (TRACT NO. 6118 AND TRACT NO. 6195) IMPROVEMENT COST a. Improvements (Rdd Lines 1.D.a. and i.H.a.) - $1,485,694.00 b. Contingency (Add lines 1.D.b. and 1.H.6.) $0.00 2964082A 6-11-A-1 07113!2004 EXHIBIT B TABLE 8.11-A ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 04-1 COUNTY OF KERN, STATE OF CALIFORNIA ENGINEER'S ITEMIZED ESTIMATE Of IMPROVEMENT ACQUISITION COST SUMMARY OF COUNTRYSIDE AREA, THE HOMESTEAD AREA, CHERRY HILL AREA, AND OLIVE PARK ill AREA IMPROVEMENTS TO BE ACQUIRED DESCRIPTION AMOUNTS 2. THE HOMESTEAD AREA (TRACT NO. 6234) (See Table 8-11-C for Details) A, REINA ROAD (SOUTH SIDE) IMPROVEMENTS (Tract No. 6234 Frontage) a. Improvements $218,544.89 b. Contingency $0.00 B. OLD FARM ROAD (WEST SIDE] IMPROVEMENTS (Tract Nn. 6234 Frontage) a. Improvements $279,360.05 b. Contingency $0.00 c. Incidentals $0.00 d. Total Old Farm Road (West Side) Improvement Cost (Tract No. 6234 Frontage) $279,360.05 C. NORIEGA ROAD (NORTH SIDE} IMPROVEMENTS (Tract No. 6234 Frontage) a. Improvements $156,026.61 b. Contingency $0.00 c. Incidentals $0.00 d. Total Noriega Road (North Side} Improvement Cost (Tract No. 6234 Frontage) $156,026.61 D. TRACT NO. 6234 ON-SITE STORM DRAIN IMPROVEMENTS a. Improvements $382,146.18 b. Contingency $0.00 c. Incidentals $0.00 d TnMI Tmnk Nn F93d fln_aifc Sfnrm drain Imnrnvcmcnl Cnet QQR9 1dR 1A E. TOTAL THE HOMESTEAD AREA (TRACT NO. 6234) IMPROVEMENT COST a. Improvements {Add lines 2.A.a., 2.B.a., 2.C.a„ and 2.D.a.) $1,036,077.73 b. Contingency (Add Lines 2.A.b., 2.B.b., 2.C.b., and 2. D.b.) $0.00 3. CHERRY HILL AREA (TRACT NO. 6153 UNIT TWO) (See Table B-11-D far Details) A. TRACT NO. 6153 UNIT TWO ON-SITE STREET IMPROVEMENTS a. Improvements $190,634.75 b. Contingency $0.00 c. Incidenials - $0.00 d. Total Traci No. 6153 Unit Two On-site Street Improvement Cost $190,634.75 B. TRACT NO. 6153 UNITTWO ON-SITE SEWER IMPROVEMENTS a. Improvements _ $76,920.44 b. Contingency ~ $0.00 c. Incidentals $0.00 d. Total Tract No. 6153 Unit Two On-site Sewer Improvement Cost $76,920.44 C. TRACT NO. 6153 UNIT TWO ON-SITE STORM DRAIN IMPROVEMENTS a. Improvements $46,176.00 b. Contingency $0.00 c. Incidentals $0.00 d. Total Tract No. 6153 Unit Two On-site Storm Drain Improvement Cost $46,176.00 D. TOTAL CHERRY HILL AREA (TRACT NO. 6153 UNIT TWO) IMPROVEMENT COST a. Improvements (Add Lines 3.A.a., 3.B.a., and 3.C.a.) $313,731.19 b. Contingency (Add Lines 3.A.b., 3.B.b., and 3.C.b.) $0.00 a Incidentals (Add Lines 3.A.c., 3.B.c., and 3.C.c.) $0.00 d. Total Cherry Hill Area iTract No. 6153 Unit Two) Improvement Cost $313,731.19 2964082A B-II-A-2 07!13/2004 EXH161T B TABLE B-11-A ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 041 COUNTY OF KERN, STATE OF CALIFORNIA ENGINEER'S ITEMIZED ESTIMATE OF IMPROVEMENT ACQUISITION COST SUMMARY OF COUNTRYSIDE AREA, THE HOMESTEAD AREA, CHERRY HILL AREA, AND OLIVE PARK III AREA IMPROVEMENTS TO BE ACQUIRED DESCRIPTION AMOUNTS 4. OLIVE PARK 111 AREA (TRACT NO. 6117 UNIT THREE) (See Table 6-11-E for Details) A. JEWETTA AVENUE (WEST SIDE) IMPROVEMENTS (Tract No. 6117 Unit Three Frontage) a. Improvements $141,922.25 b. Contingency $0.00 c. Incidentals - $0.00 d. Total Jewetta Avenue (West Side) Improvement Cost (Tract No. 6117 Unit Three Frontage) $141,922.25 8. TRACT NO. 6117 UNIT THREE ON-SITE STREET IMPROVEMENTS a. Impmvements - $296,946.25 b. Contingency - $0.00 C. TOTAL OLIVE PARK 111 AREA (TRACT NO. 6117 UNIT THREE) IMPROVEMENT COST a. Improvements {Add Lines 4.A.a. and 4. B.a.) $438,868.50 b. Contingency {Add Lines 4.A.6. and 4.B.b.} $0.00 5. TOTAL PROJECT IMPROVEMENT COST A. IMPROVEMENTS (Add Lines 7.I.a., 2. E.a., 3.D.a., and 4.C.a.) $3,274,371.42 B. CONTINGENCY{Add Lines 1.1.6., 2.E.6., 3.D.b., and 4.C.b.) $0.00 C INCIDENTALS (Add Lines t.l:c. 2.E.c. 3.D.c. and 4.C.c.) $147 575.00 D. TOTAL PROJECTIMPROVEMENT COST $3,421,946.42 Note: AfJ improvement, confingency and incidental cost estimates shown to this table are based on the information provided by the District Proponents and their Subdivision Engineer. 2964082A B-II-A-3 07/13/2004 EXHIBIT B TABLE B-II-B ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 04-1 COUNTY OF KERN, STATE OF CALIFORNIA ENGINEER'S ITEMIZED ESTIMATE OF IMPROVEMENT ACQUISITION COST COUNTRYSIDE AREA (TRACT NO. 6118 AND TRACT N0.6195) IMPROVEMENTS TO BE ACQUIRED DESCRIPTION QUANTITY UNITS COST ' TOTAL A. SNOW ROAD (SOUTH SIDE) IMPROVEMENTS (Tract No. 6118 Frontage) a. GRADING Roadway Excavation 0 CY 1.50 $0.00 TOTAL GRADING $0.00 b. WATER IMPROVEMENTS 12" Water Line 0 LF 22.00 $0.00 6" Fire Hydrant 0 EA 2300.00 $0.00 TOTAL WATER IMPROVEMENTS - $0.00 c. STREET IMPROVEMENTS A.C. Paving, Aggregate Base, and Subgrade 30513 SF 2.83 $88,352.00 6" Curb & Gutter 1257 LF 9.00 $11,313.00 Handicap Ramp 425 SF 2.00 $850.00 Sidewalk 6914 SF 2.00 $13,828.00 Street Light -Mast Arm 0500 Lumen 3 EA 2100.00 $6,300.00 Street Light Conduit & Conductor 900 LF 3.00 $2,700.00 Street Light Pull Box 8 EA 950.00 $1,200.00 Monument Encasement 1 EA 250.00 $250.00 TOTAL STREET IMPROVEMENTS $122,793.00 d. UTILITY IMPROVEMENTS Utility Trench for Street Lighting 0 LF 30.00 $0.00 TOTAL UTILITY IMPROVEMENTS $0.00 e. MISCELLANEOUS IMPROVEMENTS Median Deposit 1257 LF 40.00 $50,280.00 TOTAL MISCELLANEOUS IMPROVEMENTS - $50,280.00 f. SUBTOTAL IMPROVEMENT COST $173,073.00 g. CONSTRUCTION CONTINGENCY $0.00 h. SUBTOTAL IMPROVEMENT COST AND CONTINGENCY $173,073,00 i. INCIDENTAL COST Design Engineering $0.00 Improvement Bonds $0.00 Construction Staking $0.00 Soils and Materials Testing and Report - $0.00 Contractor Supervision and Overhead J Construction Administration $0.00 Plan Check Fees and Inspection Fees $0.00 Construction Inspection Fees $0.00 Water Inspection Fees $0.00 TOTAL INCIDENTAL COST $0.00 j. TOTAL SNOW ROAD (SOUTH SIDE) -Tract No. 6118 Frontage $173,073.00 IMPROVEMENTS, CONTINGENCY, AND INCIDENTALS 29640628 B-11-B-1 07/1372004 EXHIBIT B TABLE B-II-B ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 04-1 COUNTY OF KERN, STATE OF CALIFORNIA ENGINEER'S ITEMIZED ESTIMATE OF IMPROVEMENTACCtUISITION COST COUNTRYSIDE AREA (TRACT NO. 6118 AND TRACT NO. 6195) IMPROVEMENTS TO BE ACQUIRED B. OLD FARM ROAD (WEST SIDE) IMPROVEMENTS (Tract No. 6118 Frontage) a. GRADING Roadway Excavation 0 CY 1.50 $0.00 TOTAL GRADING $0.00 b. STORM DRAIN IMPROVEMENTS 18" Storm Drain Pipe 404 LF 24.00 $9,696.00 Type A Catch Basin 2 EA 1500.00 $3,000.00 Manhole - 2 EA 1400.00 $2,800.00 TOTAL STORM DRAIN IMPROVEMENTS $15,496.00 c. WATER IMPROVEMENTS 8" Water Line 0 LF 15.00 $0.00 12" Water Line 0 LF 22.00 $0.00 8" Gate Valve 0 EA 600.00 $0.00 12" Gate Valve 0 EA 1200.00 $0.00 6" Fire Hydrant 0 EA 2300.00 $0.00 TOTAL WATER IMPROVEMENTS $0.00 d. STREET IMPROVEMENTS A.G. Paving, Aggregate Base, and Subgrade 96140 SF 2.26 $217,276.00 6"Curb & Gutter 2645 LF 9.00 $23,805.OD Sidewalk 14548 5F 2.00 $29,096.00 Driveway 156 SF 2.00 $312.OD Handicap Ramp 2037 SF Z.00 $4,074.00 Metro Street Sign 6 EA 300.00 $1,800.00 Street Light- Mast Arm 9500 Lumen 5 EA 2100.00 $10,500.00 Street Light Conduit & Conductor 1500 LF 3.00 $4,500.00 Street Light Pull Box 13 EA 150.00 $1,950.00 Monument Encasement 2 EA 250.00 $500.00 Interconnect Conduit 2645 LF 4.00 $10,580.00 TOTAL STREET IMPROVEMENTS $304,393.00 e. UTILITY IMPROVEMENTS Utility Trench for Street Lighting 0 LF 30.00 $0.00 TOTAL UTILITY IMPROVEMENTS $0.00 f. MISCELLANEOUS IMPROVEMENTS Mediae Deposit 0 LF 40.00 $0.00 TOTAL MISCELLANEOUS IMPROVEMENTS $0.00 g. SUBTOTAL IMPROVEMENT COST $319,889.00 h. CONSTRUCTION CONTINGENCY $0.00 i. SUBTOTAL IMPROVEMENT COST AND CONTINGENCY $319,889.00 29640626 B-11-B-2 07(13/2004 EXHIBIT B TABLE B-11-B ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 04-1 COUNTY OF KERN, STATE OF CALIFORNIA ENGINEER'S ITEMIZED ESTIMATE OF IMPROVEMENT ACQUISITION COST COUNTRYSIDE AREA (TRACT N0.6118AND TRACT NO. 6195) IMPROVEMENTS TO BE AGQUIRED UNIT DESCRIPTION QUANTITY UNITS COST TOTAL INGIDENTAL COST Design Engineering $0.00 Improvement Bonds $0.00 Construction Staking $0.00 Soils and Materials Testing and Report $0.00 Contractor Supervision and Overhead !Construction Administration $0.00 Plan Check Fees and Inspection Fees $0.00 Construction Inspection Fees $0.00 Waterlnspection Fees $0.00 TOTAL INGIDENTAL COST $0.00 k. TOTAL OLD FARM ROAD (WEST SIDE) -Tract No. 6118 Frontage. $319,889.00 IMPROVEMENTS, CONTINGENCY, AND INCIDENTALS C. OLIVE DRIVE (NORTH SIDE} IMPROVEMENTS (Tract No. 6118 Frontage} a. GRADING Roadway Excavation 0 CY 1.50 $0.00 TOTAL GRADING $0.00 b. STORM DRAIN IMPROVEMENTS 18" Storm Drain Pipe 61 LF 24.00 $1,464.00 Type A Catch Basin 1 EA 1500.00 $1,500.00 Outlet Structure 1 EA 3500.00 $3,500.00 TOTAL STORM DRAIN IMPROVEMENTS $6,464.00 c. WATER IMPROVEMENTS 8" Water Line 0 LF 15.00 $0.00 8"Gate Valve 0 EA 600.00 $0.00 6" Fire Hydrant 0 EA 2300.00 $0.00 TOTAL WATER IMPROVEMENTS $0.00 d. STREET IMPROVEMENTS A.C. Paving, Aggregate Base, and Subgrade 45018 SF 3.42 $153,962.00 6" Curb & Gutter 1158 LF 9.00 $10,422.00 Sidewalk 6369 SF 2.00 $12,738.00 Handicap Ramp 903 SF 2.00 $1,806.00 Metro Street Sign 1 EA 300.00 $300.00 Street Light-Mast Arm 9500 Lumen 3 EA 2100.00 $6,300.00 Street Light Conduit & Conductor 900 LF 3.00 $2,700.00 Street Light Pull Box 8 EA 150.00 $1;200.00 Monument Encasement 1 EA 250.00 $250.00 Median Curb 1916 LF 8.00 $15,328.00 Interconnect Conduit 1158 LF 4.00 $4,632.00 TOTAL STREET IMPROVEMENTS $209,638.00 29640626 B-II-B-3 07/13/2004 EXHIBIT B TABLE B-II-B ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 04-1 GOUNTY OF KERN, STATE OF CALIFORNIA ENGINEER'S ITEMIZED ESTIMATE OF IMPROVEMENT ACQUISITION COST COUNTRYSIDE AREA (TRACT NO. fi118 AND TRACT N0.6196) IMPROVEMENTS TO BE ACQUIRED e. UTILITY IMPROVEMENTS Utility Trench for Street Lighting 0 LF 30.00 $0.00 TOTAL UTILITY IMPROVEMENTS $0.00 f. SUBTOTAL IMPROVEMENT COST $216,102.00 g. CONSTRUCTION CONTINGENCY $0.00 h. SUBTOTAL IMPROVEMENT COST AND CONTINGENCY $216,102.00 i. INCIDENTAL COST Design Engineering $0.00 Improvement Bonds $0.00 Construction Staking $0.00 Soils and Materials Testing and Report - - _ $0.00 Contractor Supervision and Overhead /Construction Administration $0.00 Plan Check Fees and Inspection Fees $0.00 Construction Inspection Fees $0.00 Water Inspection Fees ~ $0.00 TOTAL INCIDENTAL COST $0.00 j. TOTAL OLIVE DRIVE (NORTH SIDE) - Tract No. 6118 Frontage $216,102.00 IMPROVEMENTS, CONTINGENCY, AND INCIDENTALS D. SUBTOTAL TRACT NO. 6116 FRONTAGE IMPROVEMENT COST (Add Items A, B, and C} a. IMPROVEMENTS $709,064.00 b. CONTINGENCY $0.00 c. INCIDENTALS $0.00 d. SUBTOTAL TRACT N0.6118 FRONTAGE IMPROVEMENT COST $709,064.00 E. OLIVE DRIVE (NORTH SIDE) IMPROVEMENTS (Tract No. 6195 Frontage) a. GRADING Roadway Excavation 8129 CY 1.50 $12,194.00 TOTAL GRADING $12,194.00 b. STORM DRAIN IMPROVEMENTS 18" Storm Drain Pipe 0 LF 24.00 $0.00 Type A Catch Basin 0 EA 1500.00 $0.00 ' OuOet Structure 0 EA 3500.00 $0.00 TOTAL STORM DRAIN IMPROVEMENTS $0.00 c. WATERIMPROVEMENTS 8" Water Line 0 LF 15.00 $0.00 8" Gate Valve 0 EA 600.00 $0.00 6" Fire Hydrant 0 EA 2300.00 $0.00 TOTAL WATER IMPROVEMENTS $0.00 29640828 B-II-B-4 07!13/2004 EXHIBIT B TABLE B-II-B ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 04-1 COUNTY OF KERN, STATE OF CALIFORNIA ENGINEER'S ITEMIZED ESTIMATE OF IMPROVEMENT ACQUISITION COST COUNTRYSIDE AREA (TRACT N0.6118AND TRACT N0.6195) IMPROVEMENTS TO BE ACQUIRED UNITS I COST f TOTAL d. STREET IMPROVEMENTS A.C. Paving, Aggregate Base, and Subgrade 53982 SF 3.42 $184,618.00 6" Curb & Gutter 1407 LF 9.00 $12,663.00 Sidewalk 7739 SF 2.00 $15,478.00 Handicap Ramp 903 SF 2.00 $1,806.00 Metro Street Sign 1 EA 300.00 $300.00 Street Light -Mast Arm 9500 Lumen 4 EA 2100.00 $8,400.00 Street Light Conduit & Conductor 1200 LF 3.00 $3,600.00 Street Light Pull Box 10 EA 150.00 $1,500.00 Monument Encasement 1 EA 250.00 $250.00 Median Curb 2814 LF 8.00 $22,512.OD Interconnect Conduit 1407 LF 4.00 $5,628.00 TOTAL STREET IMPROVEMENTS $256,755.00 e. UTILITY IMPROVEMENTS - Utility Trench for Street Lighting 0, LF 30.00 $0.00 TOTAL UTILITY IMPROVEMENTS $0.00 f. SUBTOTAL IMPROVEMENT COST g. CONSTRUCTION CONTINGENCY h. SUBTOTAL IMPROVEMENT COST AND CONTINGENCY INCIDENTAL COST $268,949.00 $0.00 $268,949.00 Design Engineering $18,020.00 Improvement Bonds $2,334.00 Construction Staking $10,758.00 Soils and Materials Testing and Report $8,068.00 Contractor Supervision and Overhead! Construction Administration $0.00 Plan Check Fees $3,026.00 Inspection Fees $3,429.00 Construction Inspection Fees $5,379.00 Water Inspection Fees $0.00 TOTAL INCIDENTAL COST $51,014.00 j. TOTAL OLIVE DRIVE (NORTH SIDE) -Tract No. 6195 Frontage $319,963.00 IMPROVEMENTS, CONTINGENCY, AND INCIDENTALS F. ALLEN ROAD (EAST SIDE] IMPROVEMENTS (Tract No. 6195 Frontage) a. GRADING Roadway Excavation 9992 CY 1.50 $14 988.00 TOTAL GRADING $14,988.00 b. WATER IMPROVEMENTS 12" Water Line 0 LF 22.00 $0.00 12" Gate Valve 0 EA 1200.00 $0.00 6" Fire Hydrant 0 EA 2300.00 $0.00 TOTAL WATER IMPROVEMENTS $0.00 2964062 B B-II-8-5 07!1312004 EXHIBIT B TABLE B-II-B ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 04-1 COUNTY OF KERN. STATE OF CALIFORNIA ENGINEER'S ITEMIZED ESTIMATE OF IMPROVEMENT ACQUISITION COST COUNTRYSIDE AREA (TRACT N0.6118AND TRACT N0.6195} IMPROVEMENTS TO BE ACQUIRED c. STREET IMPROVEMENTS A.C. Paving, Aggregate Base, and Subgrade 96140 SF 2.26 $217,276.00 6" Curb & Gutter 2645 LF 9.00 $23,805.00 Sidewalk 14548 SF 2.00 $29,096.00 Driveway 156 SF 2.00 $312.00 Handicap Ramp 2037 SF 2.00 $4,074.00 Metro Street Sign 6 EA 300.00 $1,800.00 Street Light -Mast Rrm 9500 Lumen 5 EA 2100.00 $10,500.00 Street Light Gonduit & Conductor 1500 LF 3.00 $4,500.00 Street Light Pull Box 13 EA 150.00 $1,950.00 Monument Encasement 2 EA 250.00 $500.00 Interconnect Conduit 2645 LF 4.00 $10,580.00 TOTAL STREET IMPROVEMENTS $304,393.00 d. UTILITY IMPROVEMENTS Utility Trench for Street Lighting 0 LF 30.00 $0.00 TOTAL UTILITY IMPROVEMENTS $0.00 e. MISCELLANEOUS IMPROVEMENTS Median Deposit 0 LF 40.00 $0.00 TOTAL MISCELLANEOUS IMPROVEMENTS $0.00 f. SUBTOTAL IMPROVEMENT COST $319,381.00 g. CONSTRUGTION GONTINGENCY $0.00 h. SUBTOTAL IMPROVEMENT GOST AND CONTI NGENCY $319,381.00 i. INCIDENTAL COST Design Engineering $21,393.00 Improvement Bonds $2,990.00 Construction Staking $12,772.00 Soils and Materials Testing and Report $9,579.00 Contractor Supervision and Overhead /Construction Administration $0.00 Plan Check Fees $3,592.00 Inspection Fees $4,071.00 Construction Inspection Fees $6,386.00 TOTAL INCIDENTAL COST $60,783.00 j. TOTAL ALLEN ROAD (EAST SIDE) -Tract No. 6195 Fronta ge $380,164.00 IMPROVEMENTS, CONTINGENCY, AND INCIDENTALS G. SNOW ROAD (SOUTH SIDE) IMPROVEMENTS (Tract No. 6195 Frontage) a. GRADING Roadway Excavation 5145 CY 1.50 $7,718.00 TOTAL GRADING $7,718.00 b. WATER IMPROVEMENTS 12" Water Line 0 LF 22.00 $0.00 6" Fire Hydrant 0 EA 2300.00 $0.00 TOTAL WATER IMPROVEMENTS $0.00 29640628 B-11-B-6 07!13!2004 EXHIBIT 6 TABLE B-II-B ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 04-1 COUNTY OF KERN, STATE OF CALIFORNIA ENGINEER'S ITEMIZED ESTIMATE OF IMPROVEMENT ACQUISITION COST COUNTRYSIDE AREA (TRACT NO. 6118 AND TRACT N0.6195} IMPROVEMENTS TO BE ACQUIRED DESCRIPTION I QUANTITY ( UNITS I COST ' TOTAL c. STREET IMPROVEMENTS A.C. Paving, Aggregate Base, and Subgrade 31767 SF 2.83 $89,901.00 6" Curb & Gutter 1323 LF 9.00 $11,907.00 Handicap Ramp 425 SF 2.00 $850.00 Sidewalk 7277 SF 2.00 $14,554.00 Street Light -Mast Arm 9500 Lumen 3 EA 2100.00 $6,300.00 Street Light Conduit & Conductor 900 LF 3.00 $2,700.00 Street Light Pull Box 8 EA "150.00 $1,200.00 Monument Encasement 1 EA 250.00 $250.00 TOTAL STREET IMPROVEMENTS $127,662.00 d. UTILITY IMPROVEMENTS Utili Trench for Street Lighting 0 LF 30.00 $0.00 TOTAL UTILITY IMPROVEMENTS $0.00 e. MISCELLANEOUS IMPROVEMENTS " Median Deposit 1323 LF 40.00 $52 920.00 TOTAL MISCELLANEOUS IMPROVEMENTS $52,920.00 f. SUBTOTAL IMPROVEMENT COST $188,300.00 g. CONSTRUCTION CONTINGENCY $0.00 h. SUBTOTAL IMPROVEMENT COST AND CONTINGENCY $188,300.00 INCIDENTAL COST Design Engineering $12,611.00 Improvement Bonds $1,709.00 Construction Staking $7,529.00 Soils and Materials Testing and Report $5,647.00 Contractor Supervision and Overhead (Construction Administration $0.00 Plan Gheck Fees $2,118.00 Inspection Fees $2,400.00 Construction Inspection Fees $3,764.00 Water Inspection Fees $0.00 TOTAL INCIDENTAL COST $35,778.00 j. TOTAL SNOW ROAD {SOUTH SIDE) -Tract No. 6195 Frontage $224,078.00 IMPROVEMENTS, CONTINGENCY, AND INCIDENTALS H. SUBTOTAL TRACT N0.6195 FRONTAGE IMPROVEMENT COST (Add Items E, F, and G) a. IMPROVEMENTS $776,630.00 b. CONTINGENCY $0.00 c. INCIDENTALS $147,575.00 d. SUBTOTAL TRACT NO. 6795 FRONTAGE IMPROVEMENT COST $924,205.00 29640 626 B-II-B-7 07113!2004 EXHIBIT B TABLE B-II-B ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. D4-1 COUNTY OF KERN, STATE OF CALIFORNIA ENGINEER'S ITEMIZED ESTIMATE OF IMPROVEMENT ACQUISITION COST COUNTRYSIDE AREA (TRACT NO. 6118 AND TRACT NO. 6195} IMPROVEMENTS TO,BE ACQUIRED UNIT DESCRIPTION QUANTITY UNITS COST TOTAL I. TOTAL COUNTRYSIDE AREA (TRACT NO. 6118 AND TRACT N0.6195} IMPROVEMENT COST (Add ttetns D arrd H} a. IMPROVEMENTS $1,465,694.00 b. CONTINGENCY $0.00 c. INCIDENTALS $147,575.00 d. TOTAL COUNTRYSIDE AREA (TRACT N0.6116AND TRACT N0.6795} $1,633,269.00 IMPROVEMENT COST Note: Alt improvement contingency and incidental cost estimafes shown in this table are based on the informatran provided by the Distract Proponent for the Countryside Area and its Subdivision Engineer. 29640828 B-II-B-8 07/13/2004 EXHIBIT B TABLE B•II-C ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 04-1 COUNTY OF KERN, STATE OF CALIFORNIA ENGINEER'S ITEMIZED ESTIMATE OF IMPROVEMENT AGQUISITION COST THE HOMESTEAD AREA {TRACT NO. 6234) IMPROVEMENTS TO BE ACQUIRED A. REINA ROAD (SOUTH SIDE) IMPROVEMENTS (Tract No. 6234 Frontage) a. GRADING Excavation -Streets 2200 CY 1.56 $3,432.00 TOTAL GRADING $3,432.00 b. STREET IMPROVEMENTS A.C. Paving 1600 TON 27.30 $43,680.00 Aggregate Base 1448 CY 17.94 $25,977.12 6" Cufi and Gutter 1943 LF 5.85 $11,366.55 4" Concrete Sidewalk 10687 SF 1.76 $18,809.12 Saw Cut 1500 LF 0.78 $1,170.00 Street Light 1 EA 1950.00 $1,950.00 Interconnect Conduit 2173 LF 11.70 $25,424.10 Striping 1 LS 3900.00 $3,900.00 Street Name Sign ~ 4 EA 117.00 $468.00 Street Sign 3 EA 117.00 $351.00 "Warning/Reg." Sign 4 EA 117.00 $468.OD Survey Monument Encasement 5 EA 234.00 $1,170.00 TOTAL STREET IMPROVEMENTS $134,733.89 c. MISCELLANEOUS IMPROVEMENTS 6' Block WaII (0' Ret.) 1563 LF 31.20 $48,765.60 6' Block Wall (1' Ret.) 225 LF 39.00 $8,775.00 6' Block Wall (3' Ret.) 183 LF 54.60 $9,991.80 6' Block Wall (4.8' Ret.) 183 LF 70.20 $12,846.60 TOTAL MISCELLANEOUS IMPROVEMENTS $80,379.00 d. SUBTOTAL IMPROVEMENT COST $218,544.89 e. CONSTRUCTION CONTINGENCY $0.00 f. SUBTOTAL IMPROVEMENT COST AND CONTINGENCY $218,544.89 g. INCIDENTAL COST Design Engineering $0.00 Improvement Bonds $0.00 Construction Staking $0.00 Soils and Materials Testing and Report $0.00 Contractor Supervision and Overhead !Construction Administration $0.00 Plan Check Fees and Inspection Fees $0.00 Construction Inspection Fees $0.00 TOTAL INCIDENTAL COST $0.00 h. TOTAL REINA ROAD (SOUTH SIDE} IMPROVE MENTS, $218,544.89 CONTINGENCY, AND INCIDENTALS 2964082C B-II-C-1 07/1312004 EXHIBIT B TABLE B-II-C ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRIGT NO. 04-1 GOUNTY OF KERN, STATE OF CALIFORNIA ENGINEER'S ITEMIZED ESTIMATE OF IMPROVEMENT ACQUISITION COST THE HOMESTEAD AREA (TRACT NO. 6234) IMPROVEMENTS TO BE ACQUIRED DESCRIPTION I QUANTITY ~ UNITS ~ COST ~ TOTAL 8.OLD FARM ROAD (WEST SIDE) IMPROVEMENTS {Tract No. 6234 Frontage) a. GRADING Excavation -Streets 9500 CY 1.56 $14,820.00 TOTAL GRADING $14,820.00 b. STREET IMPROVEMENTS A.C. Paving Aggregate Base 6" Curb and Gutter 4" Concrete Sidewalk 6" Median Curb Street Light Interconnect Conduit Striping Street Name Sign Street Sign 2112 TON 27.30 $57,657.60 1911 CY 17.94 $34,283.34 2529 LF 5.85 $14,794.65 13909 SF 1.76 $24,479.84 2529 LF 4.68 $11,835.72 4 EA 1950.00 $7,800.00 2529 LF 11.70 $29,589.30 1 LS 3900.00 $3,900.00 7 EA 117.00 $819.00 4 EA 117.00 $468.00 5 EA 117.00 $585.00 7 EA 234.00 $1.638.00 c. MISCELLANEOUS IMPROVEMENTS 6' Block Wall {0' Ret.) 2458 LF 31.20 $76 689.60 TOTAL MISCELLANEOUS IMPROVEMENTS ~ $76,689.60 d. SUBTOTAL IMPROVEMENT COST e. CONSTRUCTION CONTINGENCY f. SUBTOTAL IMPROVEMENT COST AND CONTINGENCY g. INCIDENTAL COST $279, 360.05 $0.00 $279,360.05 Design Engineering $0.00 Improvement Bonds $0.00 Construction Staking $0.00 Soils and Materials Testing and Report $0.00 Contractor Supervision and Overhead !Construction Administration $0.00 Plan Check Fees and Inspection Fees $0.00 Construction Inspection Fees $0.00 TOTAL INCIDENTAL COST $0.00 h. TOTAL OLD FARM ROAD {WEST SIDE) IMPROVEMENTS, $279,360.05 CONTINGENCY, AND INCIDENTALS 2964062C B-I I-C-2 07/13/2004 EXHIBIT B TABLE B•11-C ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 04-1 COUNTY OF KERN, STATE OF CALIFORNIA ENGINEER'S ITEMIZED ESTIMATE OF IMPROVEMENT ACQUISITION COST THE HOMESTEAD AREA {TRACT NO. 6234) IMPROVEMENTS TO BE ACQUIRED UNIT DESCRIPTION QUANTITY UNITS COST TOTAL C. NORIEGA ROAD {NORTH SIDE) IMPROVEMENTS (Tract No. 6234 Frontage) a. GRADING Excavation -Streets 4500 CY 1.56 $7,020.00 TOTAL GRADING $7,020.00 b. STREET IMPROVEMENTS A.G. Paving 1000 TON 27.30 $27,300.00 Aggregate Base 905 CY 17.94 $16,235.70 6" Curb and Gutter 1243 LF 5.85 $7,271.55 4" Concrete Sidewalk 14916 SF 1.76 $26,252.16 Saw Cut 1320 LF 0.78 $1,029.60 Street light 1 EA 1950.00 $1,950.00 Interconnect Conduit 1243 LF 11.70 $14,543.10 Striping 1 LS 1950.00 $1,950.00 Street Name Sign ~ 2 EA 117.00 $234.00 Street Sign 1 EA 117.00 $117.00 "WarninglReg"Sign 2 EA 117.00 $234.00 Survey Monument Encasement 2 EA 234.00 $468.00 TOTAL STREET IMPROVEMENTS $97,585.11 c. MISCELLANEOUS IMPROVEMENTS 6' Block Wall (0' Ret.) 500 LF 31.20 $15,600.00 6' Block Wall {2.5' Ret.j 395 LF 50.70 $20,026.50 6' Black Wall {3.7' Ret.) 270 LF 58.50 $15,795.00 d. SUBTOTAL IMPROVEMENT COST e. CONSTRUCTION CONTINGENCY f. SUBTOTAL IMPROVEMENT COSTAND CONTINGENCY $156,026.61 $0.00 $156,026.61 g. INCIDENTAL COST Design Engineering $0.00 Improvement Bonds $0.00 Construction Staking $0.00 Soils and Materials Testing and Report $0.00 Contractor Supervision and Overhead /Construction Administration $0.00 Plan Check Fees and Inspection fees $0.00 Construction Inspection Fees $0.00 TOTAL INCIDENTAL COST $0.00 h. TOTAL NORIEGA ROAD {NORTH SIDE) IMPROVEMENTS, CONTINGENGY, AND INCIDENTALS $156,026.61 2964082C B-II-C-3 07/13!2004 EXHIBIT 8 TABLE a-II-C ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 04-1 COUNTY OF KERN, STATE OF CALIFORNIA .ENGINEER'S ITEMIZED ESTIMATE OF IMPROVEMENT ACQUISITION COST THE HOMESTEAD AREA (TRACT NO. 6234) IMPROVEMENTS TO BE ACQUIRED D. TRACT N0.6234 ON-SITE STORM DRAIN IMPROVEMENTS a. GRADING Excavation -Sump 47100 CY 1.56 $73 476.00 TOTAL GRADING $73,476.00 b. STORM DRAIN IMPROVEMENTS 36" Storm Drain Pipe 210 LF 67.86 $14,250.60 30" Storm Drain Pipe 984 LF .53.82 $52,958.88 24" Storm Drain Pipe 1861 LF 39.00 $72,579.00 18" Storm Drain Pipe 1940 LF 28.86- $55,988.40 Catch Basin {3.5' opening) 20 EA 2340.00 $46,800.00 Manhole 18 EA 1716.00 ~ $30,888.00 Stub 1 EA 78.00 $78.00 Outlet Structure 1 EA 1170.00 $1,170.00 36" Storm Drain Pipe (at the Sump) 55 LF 67.86 $3 732.30 TOTAL STORM DRAIN IMPROVEMENTS $278,445.18 c. MISCELLANEOUS IMPROVEMENTS 6' Block Wall around the Sump (0-1' Ret.) 775 LF 39.00 $30,225.00 TOTAL MISCELLANEOUS IMPROVEMENTS $30,225.00 d. SUBTOTAL IMPROVEMENT COST $382,146.18 e. CONSTRUCTION CONTINGENCY $0.00 f. SUBTOTAL IMPROVEMENT COST AND' CONTINGENCY $382,146.18 g. INCIDENTAL COST Design Engineering $0.00 Improvement Bonds $0.00 Construction Staking $0.00 Soils and Materials Testing and Report $0.00 Contractor Supervision and Overhead t Construction Administration $0.00 Plan Check Fees and Inspection Fees $0.00 Construction Inspection Fees $0.00 TOTAL INCIDENTAL COST $0.00 h. TOTAL ON-SITE STORM DRAIN IMPROVEMENTS $382,146.18 CONTINGENCY. AND INCIDENTALS E. TOTAL THE HOMESTEAD AREA (TRACT NO. 6234) fMPROVEMENT COST (Add Items A, B, C, and D) a. IMPROVEMENTS $1,036,077.73 b. CONTINGENCY $0.00 c. INCIDENTALS $0.00 d. TOTAL THE HOMESTEAD AREA (TRACT NO. 6234} $1,036,077.73 IMPROVEMENT COST Note: Alt improvement contingency and incidental cost estimates shown in this table are based on the information provided by the District Proponent for The Homestead Area and fts Subdivision Engineer. 2964062C 6-I I-C-4 07/13/2004 EXHIBIT 8 TABLE B-11-D ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 04-1 COUNTY OF KERN, STATE OF CALIFORNIA ENGINEER'S ITEMIZED ESTIMATE OF IMPROVEMENT ACQUISITION COST CHERRY HILL AREA (TRACT NO. 6153 UNIT TWO) IMPROVEMENTS TO BE AGQUIRED A. TRACT NO. 6153 UNIT TWO ONSITE.STREET IMPROVEMENTS a. GRADING Excavation -Streets 15900 CY 2.00 $31,800.00 TOTAL GRADING $31,800.00 b. STREET IMPROVEMENTS A.C. Paving 3741 TON 18.00 $67,338.00 Aggregate Base 1630 CY 10.00 $16,300.00 6" Curb and Gutter - 5930 LF 5.25 $91,132.50 4" Concrete Sidewalk 19161 SF 1.50 $28,741.50 6" Concrete Driveway Approach 7389 SF 1.75 $12,930.75 6"Cross Gutter (12') 1 EA 1500.00 $1,500.00 Removal of Existing Pavement 892 LF 1.00 $892 00 TOTAL STREET IMPROVEMENTS $158,834.75 c. SUBTOTAL IMPROVEMENT COST $190,634.75 d. CONSTRUCTION CONTINGENCY $0.00 e. SUBTOTAL IMPROVEMENT COST AND CONTINGENCY $190,634.75 f. INCIDENTAL COST Design Engineering $0.00 Improvement Bonds $0.00 Construction Staking $0.00 Soils and Materials Testing and Report $0.00 Contractor Supervision and Overhead !Constructi on Administration $0.00 Plan Gheck Fees and Inspection Fees $0.00 Construction Inspection Fees $0.00 TOTAL INCIDENTAL COST $0.00 g. TOTAL ON-SITE STREET IMPROVEMENTS, $190,634.75 CONTINGENCY. AND INCIDENTALS 8. TRACT NO. 6153 UNIT TWO ON-SITE SEWER IMPROVEMENTS a. SEWER IMPROVEMENTS 10" Sewer Main 1387 LF 15.00 $20,805.00 8" Sewer Main 575 LF 12.00 $6,900.00 6" Sewer Main 679 LF 10.00 $6,790.00 4"Sewer Lateral 76 EA 304.94 $23,175.44 Standard Manhole (6'-8' deep) 2 EA 1500.00 $3,000.00 Standard Manhole (9'-12' deep) 2 EA 1850.00 $3,700.00 Standard Manhole (13'-16' deep) 5 EA 2300.00 $11,500.00 6"Clean Out 3 EA 350.00 $1,050.00 TOTAL SEWER IMPROVEMENTS $76,920.44 b. SUBTOTAL IMPROVEMENT COST $76,920.44 2964082D B-II-D-1 07/13/2004. EXHIBIT B TABLE B-II-D ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 04-1 COUNTY OF KERN, STATE OF CALIFORNIA ENGINEER'S ITEMIZED ESTIMATE OF IMPROVEMENT ACQUISITION COST CHERRY HILL AREA (TRACT NO. 6153 UNIT TWO} IMPROVEMENTS TO 8E ACQU IRED UNIT DESCRIPTION QUANTITY UNITS COST TOTAL c. CONSTRUCTION CONTINGENCY $0.00 d. SUBTOTAL IMPROVEMENT COST AND CONTINGENCY $76,920.44 e. INCIDENTAL GOST Design Engineering $0.00 Improvement Bonds $0.00 Construction Staking $0.00 Soils and Materials Testing and Report $0.00 Contractor Supervision and Overhead !Construction Administratian - $0.00 Plan Check Fees and Inspection Fees $0.00 Construction Inspection Fees $0.00 TOTAL INCIDENTAL COST $0.00 f. TOTAL ON-SITE SEWER IMPROVEMENTS, $76,920.44 CONTINGENCY, ANO INCIDENTALS C. TRACT NO. 6153 UNIT TWO ON-SITE STORM DRAIN IMPROVEMENTS a. STORM DRAIN IMPROVEMENTS 36" Storm Drain Pipe 268 LF 40.00 $10,720.00 30" Starm Drain Pipe 412 LF 35.00 $14,420.00 24" Storm Drain Pipe 18 LF 28.00 $504.00 18" Storm Drain Pipe 761 LF 12.00 $9,132.00 Catch Basin (3.5' opening} 3 EA . 2000.00 $6,000.00 Manhole 3 EA .1800.00 $5,400.00 TOTAL STORM DRAIN IMPROVEMENTS $46,176.00 b. SUBTOTAL IMPROVEMENT COST $46,176.00 a CONSTRUCTION CONTINGENCY '$0.00 d. SUBTOTAL IMPROVEMENT COST ANO CONTI NGENCY $46,176.00 e. INCIDENTAL COST Design Engineering $0.00 Improvement Bands $0.00 Construction Staking $0.00 Soils and Materials Testing and Report $0.00 Contractor Supervision and Overhead !Construc tion Administ ration ~ $0.00 Plan Check Fees and Inspection Fees - $0.00 Construction Inspection Fees $0.00 TOTAL INCIDENTAL COST ~ $0.00 f. TOTAL ON-SITE STORM DRAIN IMPROVEMENTS, CONTINGENCY, AND INCIDENTALS $46,176.00 2964062D B-I I-D-2 07/13!2004 EXHIBIT B TABLE B-II-D ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 04-1 COUNTY OF KERN, STATE OF CALIFORNIA ENGINEER'S ITEMIZED ESTIMATE OF IMPROVEMENT ACQUISITION COST CHERRY HILL AREA (TRACT NO. 6153 UNIT TWO) fMPROVEMENTS TO BE ACQUIRED DESCRIPTION QUANTITY UNITS COST TOTAL D. TOTAL CHERRY HILL AREA (TRACT NO. 6153 UNIT TWO) IMPROVEMENT COST (Add Items A, B, and C) a. IMPROVEMENTS $313,731.19 b. CONTINGENCY $0.00 c. INCIDENTALS $0.00 d. TOTAL CHERRY HILL AREA {TRACT N0.6153 UNIT TWO) $313,731.19 IMPROVEMENT COST Note: All improvement, contingency and incidental cosf estimates shown in this table are based on the information provided by the District Proponent for fhe Cherry Hrlt Area and its Subdivision Engineer. 2964062D B-II-D-3 07!13/2004 EXHIBIT B TABLE B-II-E ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT N0.04-1 COUNTY OF KERN, STATE OF CALIFORNIA ENGINEER'S ITEMIZED ESTIMATE OF IMPROVEMENT ACQUISITION COST OLIVE PARK III AREA {TRACT NO. 6117 UNIT THREE) IMPROVEMENTS TO BE ACQUIRED UNIT DESCRIPTION QUANTITY UNITS COST TOTAL A. JEWETTA AVENUE (WEST SIDE} IMPROVEMENTS (Tract No. 6117 Unit Three Frontage} a. STREET IMPROVEMENTS 6" Gurb and Gutter 1311 LF 7.50 $9,832.50 4" Concrete Sidewalk 7211 SF 2.25 $16,224.75 Street Light 2 EA 2500.00 $5,000.00 Interconnect Conduit 1319 LF 15.00 $19,785.00 Street Name Sign 1 EA 150.00 $150.0() "WamingiReg." Sign 3 EA 150.00 $450.00 Survey Monument Encasement 2 EA 300.00 $600.00 TOTAL STREET IMPROVEMENTS _ $52,042.25 b. MISCELLANEOUS IMPROVEMENTS 6' Block Wall i0-3' Ret.) 1284 LF 70.00 $89 880.00 TOTAL MISCELLANEOUS IMPROVEMENTS $89,880.00 c. ~ SUBTOTAL IMPROVEMENT COST $141,922.25 d. CONSTRUCTION CONTINGENCY $0.00 e. SUBTOTAL IMPROVEMENT COST AND CONTINGENCY $141,922.25 f. INCIDENTAL COST Design Engineering $0.00 Improvement Bonds $0.00 Construction Staking ~ $0.00 Soils and Materials Testing and Report $0.00 Contractor Supervision and Overhead (Construction Administration $0.00 Plan Check Fees and Inspection Fees $0.00 Construction Inspection Fees $0.00 TOTAL INCIDENTAL COST $0.00 g. TOTAL JEWETTA AVENUE (WEST SIDE) IMPROVEMENTS, $141,922.25 CONTINGENCY, AND INCIDENTALS B.TRACT NO. 6117 UNIT THREE ON-SITE STREET IMPROVEMENTS a. GRADING Excavation -Streets 6600 CY 3.00 $19,800.00 TOTAL GRADING $19,800.00 b. STREET IMPROVEMENTS A.C. Paving 2426 TON 35.00 $84.910.00 Aggregate Base 1916 CY -23.00 $44,068.00 6" Curb and Gutter 6569 LF 7.50 $49,267.50 4" Concrete Sidewalk 15938 SF 2.25 $35,860.50 6"Concrete Driveway Approach 7623 SF 1.75 $13,340.25 6"Crass Gutter {12') ~ 4 EA 6900.00 $24,000.00 Street Lighi 8 EA 2500.00 $20,000.00 Street Name Sign 9 EA 150.00 $1,350.00 "WarninglReg." Sign 7 EA 150.00 $1,050.00 Survey Monument Encasement 11 EA 300.00 $3,300.00 TOTAL STREET IMPROVEMENTS ~ $277,146.25 c. SUBTOTAL IMPROVEMENT COST $296,946.25 2964062E B-II-E-1 07/1312004 EXHIBIT B TABLE B-II•E ENGINEER'S REPORT CITY 4F BAKERSFIELD ASSESSMENT DISTRIGT N0.04-1 COUNTY OF KERN, STATE OF CALIFORNIA ENGINEER'S ITEMIZED ESTIMATE OF IMPROVEMENT ACQUISITION OOST OLIVE PARK 111 AREA {TRACT NO. 6117 UNIT THREE) IMPROVEMENTS TO BE ACQUIRED UNIT DESCRIPTION QUANTITY UNITS COST TOTAL d. CONSTRUCTION CONTINGENCY $0.00 e. SUBTOTAL IMPROVEMENT COST AND CONTINGENCY $296,946.25 f. INCIDENTAL COST Design Engineering $0.00 ImprovemeniBonds $0.00 Construction Staking $0.00 Soils and Materials Testing and Report $0.00 Contractor Supervision and Overhead /Construction Administration $0.00 Plan Check Fees and Inspection Fees $0.00 Construction Inspection Fees $0.00 TOTAL INCIDENTAL COST $0.00 g. TOTAL ONSITE STREET IMPROVEMENTS, $296,946.25 CONTINGENCY. AND INCIDENTALS C. TOTAL OLIVE PARK 111 AREA {TRACT NO. 6117 UNIT THREES IMPROVEMENT COST {Add Items A and Bj a. IMPROVEMENTS $438,868.50 b. CONTINGENCY $0.00 c. INCIDENTALS $0.00 d. TOTAL OLIVE PARK III AREA (TRACT NO. 6117 UNIT THREE) $438,868.50 IMPROVEMENTCQST Note: Al! improvement, contingency and incidental cost estimates shown in this table are based on the information provided by fhe District Proponenf for the Otive Park 111 Area and its Subdivision Engineer. 2964082E B-II-E-2 0711312004 ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT N0.04-1 (COUNTRYSIDEtTHE HOMESTEADICHERRY HILL/OLIVE PARK HT) EXHIBIT C TABLE C-I Consolidated Tabulation of Parcel Assessment Data TABLE C-II-A Details of Countryside Area (Tract No. 6118 and Tract No. 6195} Estimated Assessment Reallocations for Proposed Development per City Code Section 13.08.070 TABLE C-II-B Details of The Homestead Area (Tract No. 6234) Estimated Assessment Reallocations for Proposed Development per City Code Section 13.08.070 TABLE C-II-C Details of Cherry Hill Area (Tract No. 6153 Unit Two) Estimated AssessmentReallocations for Proposed Development per City Code Section 13.08.070 TABLE C-II-D Details of Olive Park III Area (Tract No. 6117 Unit Three) Estimated Assessment Reallocations for Proposed Development per City Code Section 13.08.070 TABLE C-III-A Details of Countryside Area (Tract No. 6118 and Tract Na. 6195} Estimated Benefit Assessment Allocations for Proposed Development TABLE C-HI-B Details of The Homestead Area (Tract No. 6234) Estimated Benefit Assessment Allocations for Proposed Development TABLE C-III-C Details of Cherry Hill Area (Tract No. 6153 Unit Two) Estimated Benefit Assessment Allocations for Proposed Development TABLE C-III-D Details of Olive Park III Area (Tract No. 6117 Unit Three} Estimated Benefit Assessment Allocations for Proposed Development TABLE C-IY-A Comparison of Countryside Area (Tract No. 6118 and Tract No. 6195) Benefit Assessment Allocation and Assessment Reallocation per City Code Section 13.08.070 _ TABLE C-IV-B Comparison of The Homestead Area (Tract No. 6234} Benefit Assessment Allocation and Assessment Reallocation per City Code Section 13.08.070 TABLE C-IV-C Comparison of Cherry Hill Area (Tract No. b153 Unit Two) Benefit Assessment Allocation and Assessment Reallocation per City Code Section 13.08.070 TABLE C-IV-D Comparison of Olive Park III Area (Tract No. 6117 Unit Three) Benefit Assessment Allocation and Assessment Reallocation per City Code Section 13.08.070 VV m "' J W Ia- 0 Z Q UK ~O r. 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M M M M M M M M CJ M M M M C9 M t`M M M m M M m M M M M F~ (O N N O (O (O tO N tO tO [O O O N ~O (p N N (O N N N N fO tO [O N N tO [O N N tD tO (O (O N N (O N N W N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N ~O M C~ M M M f] M (7 C") f"1 f7 (7 M ('~ M M M M CJ CI C] th C] M M M C~ M M M M M C] M C] ay C') M (~I M a ¢ ~ ~_ e') V N (O rv O' N N N N N N h N O m ~ M C YI m 0 O ~ - tV O < N 0 h 0 d N N _ _ N [ V f V _ _ _ _ _ r- ~ r ~ r ~ r t- r ~- r- r r ~- ~ ~ ~ ~ 1- ~ r r ~ r r r ,- ~- ~- r r ~- r ~- i- ~ r r t- ~- 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Z J J J J J J J J J J J J J J J J J J J J J J J J J J ~ l7 1'M M fJ i`J m < Y V @ O V C P V t' W V Q V C P '0 a w w w w w w w w w w w w w w w w w w w w w w w w w w w w w w w w w w w w w w w w ^ _ W VI N N VI w N N N N (9 N f/~ 4J tq Vl Vl 41 N N N N N W fA !! 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' t- ~ ,- Q '- O y m ¢ i 0 O Q I- Z UK ~O l~/1 J ~ O U ~LL o aW0 w mV h`A~ =J Kfw/!W Gt W W I¢- ~OW Z W Y W LL ~ YZ m0 OU H U Z O a U O Q W N ° W mo Q ~ F_ Z LL Zti W w 0 ~ ww w° ~U F F U ~~ ^w 4 ~ Z O 2Q U t~i0 Q J ~ J H~ 4~ W F aw c~ YN KW Q N 6 N }~ OQ LL Z O K 6 O U w ~ O wU~ o ° ~z a~w LLw z z j qaa a W O O O ~ Z d' O O O $ '~Q Q_ Q d W W ~ Z Z LL Q LL ~ 0 U a a a oa ¢ ¢ ~~ > > Z ~ a O O O Z °o °o °o °o °o 0 0 0 0 0 0 z ~ O qU QViO = U J Z Q J~1- LL ~ W W 0 < e °a °° v ~ h N F b O O h f ~ Q b vi N W ~ h n w0 0 J ¢ o ZO WQm ~ e ~ N a ' h IW(1 °o O °e O a w N ~ O U fi n N N } } F 1!1 ~ Z ~2U _O WKh rcaw N >~ ~' aj g w4 `~ ~ ~ ~ o n n Z Z n W Z N N ~ Q~ .~11 Z $ N F W fm ~ w 4 r o J ~ F ~ ~¢ G O~~ ~ Z WQU w e ~ W w o ~ z w a a ~p Q Y t Q c =_ 6 ~ Y ~ ~ K a o z ~ o < w 0 ~ ~ ~ O ~ O M W o LL h~ Q W 4 W ~~ LL ' a Z n ~ Z ~ ' Q < U 4 ¢ Q W W -~ O J ~ J F Q ~ ~ N ~d 5 g a M ~ h N 2 O O N 0 U O U °< N ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 04-1 (COUNTRYSH)E/THE HOMESTEAD/CHERRY HILL/OLIVE PARK IH) EXHIBIT D DESCRIPTION OF ASSESSMENT SPREAD METHOD EXHIBIT D ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT N0.04-1 (COUNTRYSII-E/THE HOMESTEAD/CHERRY HII.LlOLIVE PARK Hn DESCRIPTION OF ASSESSMENT SPREAD METHOD INTRODUCTION The City Council appointed the Director of Public Works as the Engineer of Work for AD 04-1 by adoption of Resolution of Intention No. 1336 on May 26, 2004. Also on May 26, the City Council approved Agreement No. 04-120 with Edward J. Wilson, a Registered Civil Engineer, appointing him as the Assessment Engineer for AD 04-I. The Assessment Engineer has been retained by the City to prepare an Engineer's Report on the proposed assessment that will include, in part, an analysis of the facts in AD 04-1 and the development of a method of apportioning the total amount of the costs and expenses of the proposed improvement acquisitions to the parcels and lots located within AD 04-1. The assessments are apportioned according to the special benefits received by the lots; pieces and parcels of land within AD 04-1. The proportional special benefit derived by each parcel is determined in relationship to the entirety of the capital cost of the improvements. No assessment has been apportioned on any parcel that exceeds the reasonable cost of the proportional special benefit conferred on that parcel. Only special benefits are assessed and any general benefits have been separated from special benefits for purposes of this report. AD 04-1 has been formed pursuant to petitions signed by the District Proponents as the owners of more than 60% of the AD 04-I progeny proposed to be assessed, requesting the City Council to waive further proceedings under Division 4 of the Streets and Highways Code and to undertake proceedings pursuant to the 1913 Act and to the provisions of Municipal Code Section 13.08.070. The petitions are on file with the City Clerk and were accepted on May 26, 2004, when the City Council adopted its Resolution No. 189-04, "Resolution Accepting Petition and Determining to Undertake Special Assessment Proceedings." ASSESSMENT DISTRICT PURPOSE AD 04-1 has been formed for the purpose of financing the estimated total cost for City acquisition of certain public improvements within four AD 04-1 community areas, which are described in Section I of the AD 04-1 Engineer's Report. A detailed description of the proposed Improvement Acquisitions is presented in Engineer's Report Section IL The AD 04-1 proceedings will confirm an assessment for the estimated total cost of the improvements to be acquired pursuant to the 1913 Act and to the Municipal Code. The City proposes to issue bonds under the 1915 Act, secured by the unpaid assessments, to pay the cost to acquire the improvements and pay all incidental costs and expenses related thereto and authorized for funding by the 1913 Act. 29640FerExhibitD.wpd ~ D-1 9/!6/04 AUTHORIZATION FOR ASSESSMENT REALLOCATIONS As stated above, the petitions filed by the District Proponents request that the AD 04-1 assessment be spread to the assessed properties in the manner set forth in Municipal Code Section 13.08.070 Benefit Spread The City Council has approved that request by the adoption of its referenced Resolution No. 189-04, and in accordance with that resolution the AD 04-I assessment will be spread pursuant to the 1913 Act and to the Municipal Code. Under the 1913 Act, parcel assessment shares are allocated among the benefited parcels of land in the assessment district in proportion to the estimated benefit each parcel can be expected to receive from the work and improvements covered by the assessment. Municipal Code Section 13.08.070 authorizes the "reallocation" to alternate properties of assessments initially allocated to parcels in proportion to their estimated benefit (i.e., initial allocation made in accordance with the 1913 Act benefit/cost requirement and that benefit/cost share is reallocated to the other parcels that may or may not be directly benefited by the improvements fianded in the assessment). The AD 44-1 individual parcel assessment amounts shown on Engineer's Report Exhibit A, Assessment Rall, have been calculated ("spread") among the assessed garcels pursuant to Municipal Code Section 13.68.070. The Alternate Method used by the Assessment Engineer to reallocate the benefit based assessment shares initially allocated by the Assessment Engineer to each AD 04-1 assessed parcel has been provided to the Engineer of Work by the District Proponents and is hereafter referred to as the ".Reallocation Method." In light of the fact that the AD 04-I parcel assessments have been spread using the Reallocation Method proposed by the District Proponents, it is the intent of the AD 04-1 Assessment Engineer in preparing this Engineer's Report Exhibit D to present information and data on the Reallocation Method and on the BenefiUCost Based Method for allocation of assessments. The objective of this effort is to present a comparative analysis of the Benefit/Cost Based Method to the Reallocation Method of assessment spread that will provide sufficient background information for the Gity Council to reference in making a determination on whether the proposed Assessment Reallocation Method is in conformance with Municipal Code Section 13.08.070, and for them to further determine whether the Assessment Reallocation Method will be implemented as the confirmed "Assessment Spread Method" far AD 04-1. Accordingly, descriptions and assessment spread calculations are presented in the following sections of this Exhibit D of the Reallocation Method of assessment spread proposed by the District Proponents and ofthe BenefitlCost Based Assessment Spread Method developed by the Assessment Engineer. Those descriptions and assessment calculation results are followed by a comparison of the parcel assessments calculated using each method. A statement of findings as to whether the proposed Reallocation Method is in conformance with the criteria set forth in Municipal Code Section 13.08.074 is then presented at the end of Exhibit D to complete the evaluation of that allocation procedure. The text of Municipal Code. Section 13.08.070 is presented below for reference to facilitate the description of the proposed Reallocation Method. 29640FerErl~i6itD.wpd D-Z 9/16/64 Municipal Code Section 13.08. ©70-Benefit Spread A. In special assessment proceedings conducted by the City of Bakersfield pursuant to the Municipal Improvement Act of 1913 (Sections 10000 and following, California Streets and Highways Code), as amended from time to time (the "1913 Act"}, and notwithstanding any provision of the 1913 Act to the contrary, the City may determine and implement an alternate method and rate of assessment reallocating assessments to alternate properties. B. Such reallocation may occur even though doing so will result in no assessment being levied upon property which is, in fact, benefited by improvements for which the assessments are levied and which is determined differently from a direct costlbenefit ratio. C. Such alternate methods and rates of assessment may only be determined and implemented by the City when so requested by the owner of all property to be assessed, and upon written and recorded consent of the owner of the property to which assessments are reallocated. D. Additionally, such alternate methods and rates of assessment may only be determined and implemented by the City to pay for improvements that bear a rational nexus to the property to be assessed. DESCRIPTION OF ASSESSMENT REALLOCATION METHOD In accordance with Subsection C of Municipal Code Section 13.08.070 ("Section 13.08.070 (C)"}, the District Proponents have submitted a proposed "AD 04-1 Alternate Method and Rate of Assessment" (the "AD 04-1 Reallocation Method") to the Engineer of Wark. Also in accordance with Section 13.0$A70 (C), the District Proponents have submitted a written request to the Engineer of Work asking,that the proposed AD 04-1 Reallocation Method be implemented for AD 04-1 and further stating that they are the owners of all of the property proposed to be reallocated a share of the AD 04-1 assessment and that they consent to the reallocation. The Engineer of Work has accepted the proposed method and directed the Assessment Engineer to use the AD 04-1 Reallocation Method for calculating the AD 04-1 parcel assessments. The AD 04-1 Reallocation Method is generally described as: Subject to certain exceptions described below, the total improvement acquisition cost within each of the four (4) community areas (Countryside, The Homestead, Cherry Hill, and Olive Pazk III} is spread among the developed and undeveloped parcels within each area in direct proportion to parcel acreage and to each planned or existing single-family residential (R-I) loI within those developed and undeveloped parcels as an equal per R-1 lot cost share. The acreage spread exceptions within each community azea are as follows: 29640FerExhibitD.wpd - D-3 9!16764 1. Countryside Area There are no exceptions in the Countryside Area to the equal cost share per acre and equal cost per existing or planned R-1 lot AD 04-1 Reallocation Method. Ail Countryside Area improvement acquisition costs are apportioned to Assessment Nos. 1 through 250, as described below: As stated in Engineer's Report Section I, the Countryside Area has been approved for subdivision into a combined total of457 R-1 lots, 6 equestrian trail lots; 3 canal lots, and 1 storm drain sump lot as follows: (i) 219 R-1 lots, 6 equestrian trail lots, and I canal lot pursuant to a portion of Vesting Tentative Tract No. 6118 ("Ten. TR 6118"), and (ii) 238 R-l lots, 2 canal lots, and 1 storm drain sump lot pursuant to Vesting Tentative Tract I~io. 6195 ("Ten TR 6195"}. Tract No.6118-Phase 2 ("TR 6118-2")with 16 R-1 lots in AD 04-1 (TR 6118-2 Lots 11 through 26 aze not located in AD 04-i, as stated above) has been recorded with the Kern County Recorder. The following subdivision maps are scheduled for the City Council approval on October 6, 2004, and are planned to be recorded with the Kern County Recorder prior to confirmation of the AD 04-1 assessment: {i) Tract No. 6118-Phase 3 ("TR 6118-3") with 32 R-1 lots, {ii) Tract No. 6118-Phase 4 {"TR 6118-4"} with 32 R-1 lots, (iii) Tract No.6118-Phase 5 ("TR 6118-5") with 34 R-l lots and 1 "super" lot (planned for future subdivision into 15 R-1 lots pursuant to Ten. TR 6118), (iv} Tract No. 6195-Phase 1 {"TR 6195-1") with 27 R-1 lots and 1 storm drain sump lot, (v} Tract No. 6195-Phase 2 ("TR 6195-2") with 32 R-1 lots, {vi) Tract No. 6195-Phase 3 ("TR 6195-3") with 31 R-1 lots, and (vii} Tract No. 6195-Phase 4 ("TR 6195-4"} with 31 R-1 lots and 1 "super" lot (planned for future subdivisian into 117 R-1 lots pursuant to Ten. TR 6195}_ Each existing or planned R-1 lot is apportioned an equal share of each Product Type Area's share of the total cost assessed to the Countryside Area in the amounts shown on Engineer's Report Exhibit A, Assessment Roll. The District Proponent for the Countryside Area (Centex Homes} has identified the following separate Product Type Areas in the Countryside Area: Fox Run (Ten. TR 6118) and Briarwood (Ten. TR 6195). Therefore, the Countryside Area total assessment is first allocated to each Product Type Area in direct proportion to the total cast of improvements fronting on each of them (a portion of Snow Road, the entire Old Farm Road, and a portion of Olive Drive to Ten. TR 6118; and a portion of Olive Drive, the entire Allen Road, and a portion of Snow Road to Ten. TR 6145), as provided to the Assessment Engineer by the Design Engineers. The Product Type Area total assessment has been apportioned as an equal shaze per existing or planned R-1 lot within the Product Type Area, as described above. Table C-II-Ain Engineer's Report Exhibit C shows the total amount assessed to this area in the "Total Assessment" column, followed by the per acre and per R-1 lot or per Equivalent Dwelling Unit ("EDU") assessment amounts. Table C-I in Exhibit C shows the assessment calculation details for the total amounts allocated to Assessment Nos. 1 through 250, as calculated using the AD 04-1 Reallocation Method. The landscape lots, equestrian trail lots, canal lots, and storm drain sump lots are classified by the AD 04-1 Reallocation Method as non-benefited land uses and, accordingly, are not allocated a share of the total assessment. 29640FerExhiUitD.wpd D-4 9/16/04 2. The Homestead Area There are no exceptions in The Homestead Area to the equal cost share per acre and equal cost per existing or planned R-1 lot AD 04-1 Reallocation Method. All The Homestead Area improvement acquisition costs are apportioned to Assessment No. 251, as described below. As stated in Engineer's Report Section I, The Homestead Area has been approved for subdivision into a combined total of 328 R-i lots (plus 1 residential lot with an existing home on it, which wilt not be assessed a share of the AD 04-1 total assessment amount, as described in the following sections of this Exhibit D), 1 storm drain sump lot, and 1 to-be- abandaned oil well drill site lot pursuant to Vesting Tentative Tract No. 6234 ("Ten. TR 6234"}. The District Proponent for The Homestead Area (J & L Gardiner, LLC} has informed the City Director of Public Works that no phases of Tract No. 6234 ("TR 6234") are planned for recording with the Kern County Recorder prior to confirmation of the AD 04-1 assessment. Each planned R-1 lot will be apportioned an equal share of the total cast assessed to The Homestead Area in the amounts shown on Engineer's Report Exhibit A, Assessment Roll. The District Proponent far The Homestead Area has classified all phases of TR 6234 as a single Product Type Area. Table C-II-B in Engineer's Report Exhibit C shows the total aniount assessed to this area in the "Total Assessment" column, followed by the per acre and per R-1 lot or per EDU assessment amounts. Table C-I in Exhibit C shows the assessment calculation details for the total amounts allocated to Assessment No. 251, as calculated using the AD 04-1 Reallocation Method. The future storm drain sump lot and the oil well drill site lot (which is planned to be abandoned in the future) are classified by the AD 04-1 Reallocation Method as non- benefited land uses and, accordingly, wilt not be allocated a share ofthe Total Assessment. 3. Cherry Hill Area There are no exceptions in the Cherry Hill Area to the equal cost share per acre and equal cost per existing R-1 lot AD 04-1 Reallocation Method. All Cherry Hill Area improvement acquisition costs are apportioned to Assessment Nos. 252 through 327, as described below. As stated in Engineer's Report Section I, the Cherry Hill Area has been approved for subdivision into a total of 76 R-I lots pursuant to a portion of Vesting Tentative Tract No. 6153 ("Ten. TR 6153 "}. Tract No. 6153 Unit Two ("TR 6153-2") with 76 R-1 lots in AD 04-1 has been recorded with the Kern County Recorder. Lots 77 and 78 in TR 6153-2 are "super lots" approved for subdivision into R-1 lots as future phases of Ten. TR 6153 and are not located in AD 04-1. Each existing R-I lot is apportioned an equal share of the total cost assessed to the Cherry Hill Area in the amounts shown on Engineer's Report Exhibit A, Assessment Roll. The District Proponent for the Cherry Hill Area has classified all of TR 6153-2 as a single Product Type Area. 29640FerExt~ibitD.wpd D-5 9!16!04 Table C-II-C in Engineer's Report Exhibit C shows the total amount assessed to this area in the "Total Assessment" column, followed by the per acre and per R-1 lot or per EDU assessment amounts. Table C-I in Exhibit C shows the assessment calculation details for the total amounts allocated to Assessment Nos. 252 through 327, as calculated using the AD 04-1 Reallocation Method. 4. Olive Pazk III Area There are no exceptions in the Olive Park III Area to the equal cost share per acre and equal cost per existing R-1 lot AD 04-I Reallocation Method. All Olive Park III Area improvement acquisition costs are apportioned to Assessment Nos. 328 through 404, as described below. As stated in Engineer's Report Section I, the Olive Park III Area has been approved for subdivision into a total of 77 R-1 lots pursuant to a portion of Vesting Tentative Tract No. 6l 17 ("Ten. TR 6117"). Tract No. 6117 Unit Three ("TR 6117-3") with 77 R-]. lots has been recorded with the Kem Gounty Recorder. Each existing R-1 lot is apportioned an equal share of the total cost assessed to the Olive Park III Area in the amounts shown on Engineer's Report Exhibit A, Assessment Roll. The District Proponent for the Olive Park III Area has classified all of TR 6117-3 as a single Product Type Area. Table C-II-D in Engineer's Report Exhibit C shows the total amount assessed to this area in the "Total Assessment" column, followed by the per acre and per R-1 lot or per EDU assessment amounts. Table C-I in Exhibit C shows the assessment calculation details for the total amounts allocated to Assessment Nos. 328 through 404, as calculated using the AD 04-1 Reallocation Method. CALCULATION OF REALLOCATED ASSESSMENTS Engineer's Report Exhibit C includes a set of four"C-II" tables labeled C-II-A through C-II-D. Each table presents the results of the parcel reallocated assessment calculations for one of the four AD 04-1 community areas, as described above. The Tables C-II Reallocated Assessment spread data has been calculated in accordance with the AD 04-I Reallocation Method Description presented in the preceding section of this Exhibit D. The subdivision acreages and the number of existing or planned EDU's or R-I lots for tha four community areas were obtained by reference to the recorded subdivision maps and to the approved subdivision tentative maps, and by reference to the AD 04-1 Assessment District studies and data prepazed by the AD 04-I Design Engineers. That subdivision acreage and lot data has been used to calculate the reallocated assessment shares for the existing and proposed subdivisions within the four AD 04-I community areas. There is a separate C-TI table for each community area, and each table shows the cost share reallocations far the separate improvement systems to be acquired that will be spread to each existing and planned subdivision within a community area. Each C-II table also shows the AD 04-1 Assessment Proceeding and Bond Issuance Cost share reallocations under the "Assessment ProceedinglIssuance Cost" column, and the total amount proposed to be assessed under the "Total 29640FerExhibin).wpd D-6 9lIb104 Assessment" column. Following the "Total Assessment" column are three columns: one column listing Product Type Area names and two columns listing the amount assessed per assessable acre and the amount assessed ger R-1 lot or EDU. The net (assessable) acreages are calculated as the total subdivision phase(s) tract areas} in acres, less the sum of the acres for all storm drain sump lots, equestrian trail lots, canal lots, oil well drill sites, and off-site street right-of--way, as provided to the Assessment Engineer by the Design Engineers. Table C-I in Engineer's Report Exhibit C consolidates all of the assessment reallocation data presented in the C-II group of tables and provides the assessment data by existing Kern County Assessor's Tax Number ("ATN") or by parcel description for every existing and proposed subdivision lot in AD 04-1. The improvement acquisition cost reallocations are summarized in a single column on Table C-I, because their details are presented in the C-II tables. However, Table C-I itemizes the assessment proceeding and bond issuance cost reallocation amounts in sepazate columns, while those costs are shown as a total amount in the "Assessment ProceedingJIssuance Cost" column on the C-II tables. Siace the per acre and per EDU or per R-1 lot assessment data is shown on the C-II tables for each land use area or ATN and for each existing and proposed subdivision, that data is not repeated on Table C-I. The "Confirmed Assessment Amount" shown on Exhibit A, Assessment Roll is the amount proposed to be assessed to each lot and parcel in AD 04-1 and is also the amount shown under the column entitled "Total Assessment" in Table C-I. DESCRIPTION OF BENEFITlCOST BA5ED ASSESSMENT ALLOCATION METHOD Municipal Code Section 13.08.070 sets forth several criteria under which the City may "determine and implement" an alternative method of assessment. This section of Exhibit D will present information and data for reference by the City Council in their deliberations to make a final determination on whether the proposed AD 04-1 Assessment Reallocation Method is in conformance with Municipal Code Section 13.08.070 and as to whether the proposed AD 04-1 Reallocation Method will be implemented as the confirmed "Assessment Spread Method" for AD 04-1. The intended objective in developing the AD 04-1 Benefit/Cost Based Assessment Allocation Method (the "AD 04-1 AllocatianMethod") is to define a cost allocationmethod that apportions the AD 04-I costs to each parcel in conformance with the requirements of the 1913 Act, which requires that the financed cost in a special assessment proceeding be allocated among the benefited parcels of land in proportion to the estimated benefit each parcel can be expected to receive from the financed work and improvements. It is further intended that the AD 04-1 Allocation Method be in general conformance with the benefit(cost methods used to spread costs in existing City assessment districts for which a Notice of Assessment was recorded prior to the April 1995 Council adoption - of Ordinance No. 3643 adding Section 13.08.070 to the Municipal Code. In accordance with these intended objectives; the AD 04-I Allocation Method is based on the following: o The Categories of Benefit each improvement. system provides to the assessment district progerties; ~ The Method of Apportioning the improvement system work items and cost to the various benefit categories; 29640FerExhibitD.wpd - D-7 9/]6/aq o The Criteria for Determining which parcels are benefited by the improvements assigned to each benefit category; and ~ The Method of Allocating the apportioned improvement system costs for each benefit category to the parcels benefited by that category of improvements, in proportion to the estimated level of benefit the parcels will receive from those improvements. I. The Categories of Benefit that provide the foundation for the AD 04-1 Allocation Method are as follows: A. Development Entitlement/Arterial Class Improvement Benefit Category: This is the primary category of improvement benefit supporting the AD 04-1 Allocation Method developed for each of the four AD 04-1 cammunity areas. As stated in Engineer's Report Section I, the AD 04-I impravements aze improvements that are either akeady required to be constructed, or are expected by the District Proponents to be required to be constructed, as conditions of development entitlement approval for the properties in AD 04-1. Therefore, planning approval records have been researched to determine the scope of improvements that must be, or are expected to be required to be constructed as a condition of entitlement approval for the AD 04-1 properties. The Development Entitlement Benefit Category includes those improvement systems, or their component parts, that are required to be installed as a condition of development entitlement approval and which will provide a regional benefit to AD 04-1 parcels and to a much larger community area not included in AD 04-1. Arterial streets, transmission grid water mains, and certain sanitary sewer and storm drain pipelines are examples of improvements that may be assigned to this benefit category. B. Direct Benefit/Fronting 7niprovement Benefit Category: All of the AD 04-1 improvements that provide a localized level of benefit are included in this benefit category. The general scope of improvements assigned to this benefit category includes the outside traffic and parking lane portions of arterial and major collector streets, all sidewalk, and certain water, sanitary sewer, and storm drain pipelines. C. Non-benefited and Non-Assessed Parcels: All of the following described pazcels in AD 04-1 are defined for the purpose of this AD 04-1 Allocation Method as not being benefited by the AD 04-1 improvements and, accordingly, they are not apportioned a share of the AD 04-I assessment by the AD 04-1 Allocation Method or by the AD 04-1 Reallocation Method: 1. All City-owned property; all landscape lots in existing and future subdivisions; street right-of--way; parks; water well or sewer lift station parcels, equestriantrailbts, canal lots, oil well drill site lots; and 2. All existing and designated storm drain sump sites. 29640FerExhibitD.wpd D-g 9/i6/04 II. The Method or Criteria Devised for Apportioning the improvement system work items and cost to the two primary improvement benefit categories are described below. A. Assignment of improvement system work items and cost to benefit categories: 1. Development Entitlement/Arterial Class Improvements a. Arterial and Major Collector Street Improvements: Snow Road, Old Farm Road, Olive Drive, and Allen Road in the Countryside Area, and Reina Road, Old Farm Road, and Noriega Road in The Homestead Area are the AD 04-1 streets with improvements including component parts assigned to this category. For the purpose ofthe AD 04-1 Allocation Method, the center traffic lanes for the above- listed streets aze the specific portions of those streets classified as "Arterial Street" Improvements. b. Transmission Grid Water Mains: For the purpose of the AD 04-1 Allocation Method, this improvement category would include water mains that are classified as "Grid Mains" needed to serve an area outside the boundaries of AD 04-1. According to the AD 04-7 Design Engineers, there are na such "Transmission Grid Water Mains" improvements in AD 04-1. c. Sanitary Sewer Main Collector Pipelines: For the purpose of the AD 04-1 Allocation Method, this improvement category would include sewer pipelines needed to be installed as conditions of development entitlement approval that have been designed to serve an area outside the boundaries of the AD 04-1 community. According to the AD 04-1 Design Engineers, there are no such "Sanitary Sewer Main Collector Pipelines" improvements in AD 04-1. d. Storm Water Drainage Main Collector Pipelines: For the purpose ofthe AD 04-1 Allocation Method, this improvement category would include storm water drainage pipelines and appurtenances being installed as conditions of development entitlement approval that have been designed to serve an area outside the boundaries of the AD 04-1 community in which they aze being installed. The 18-inch diameter storm drain pipeline stub-out with a catch basin and an outlet structure at the storm drain sump located at the south end of Ten. TR 6118 are the specific portions of the storm drain improvements classified as "Storm Water Drainage Main Collector Pipelines" improvements. 2. Direct Benefit/Fronting Improvements: a. StreetslLandscaping/Street Lights/Traffic Signals: The outside traffic lane, bicycle lane, and parking lane, curb and gutter, deceleration lane and busboy portion of all streets, including arterial and major collector level streets, provide direct and localized benefit to the fronting property areas. In the case of a new subdivision development, all fronting streets, sidewalks, street lights, and 29640FuExhibltD.wpd D-9 9!16!04 landscaping improvements along its perimeter are generally required to be installed as a condition of the tract development entitlement approval. Accordingly, in the AD 04-1 Allocation Method street frontage improvements are assessed back to the fronting subdivision area. Itt the case of AD 04-1, the fronting azea may encompass a block of property that the District Proponents have identified as an area planned for subdivision in phases, such as Ten. TR 6118 and Ten. TR 6195 in the Countryside Area, and Ten. TR 6234 in The Homestead Area. b. Local Service Pipeline: 8- and 12-inch diameter water lines, 8- and 10-inch diameter sewer mains, and 36-, 30-, 24-, and 18-inch diameter storm drain pipelines are classified as fronting benefit improvements and their cost is allocated back to the fronting property areas that will be served by these pipelines. Short sections of pipeline stub-outs into future subdivision development areas are also allocated as direct benefit improvements. B. Apportionment of improvement system cost shares to the benefit categories: 1. Apportionment of Street Costs: a. For the arterial and major collector streets that have portions assigned to both the Development Entitlement Benefit and FrontinglDirect Benefit Categories, the improvement item quantities and costs for street construction work are apportioned to these categories in direct proportion to street surface area for the portion of the street assigned to each benefit category. The Fronting Street cost is estimated based on a 15-foot pavement width, with the balance of the street surfaae area classified as the "Arterial" Street Section. If bath of the center traffic lanes of a four lane arterial street are included in the scope of financed improvements, the parcels fronting on each side of the street right-of--way are each apportioned the cost of one center (arterial) traffic lane. This Arterial Street Section cost represents each fronting parcel's Development Entitlement Benefit Cost, based on the requirement to constmct one-half of the Arterial Street as a condition of entitlement approval for each pazcel. -Far Arterial Street improvements constructed along the boundary of an AD 04-1 community area, any improvements to the half of the street adjacent to the AD 04-1 assessed property are classified as the Development EntitlementlFronting Street Improvements benefiting the AD 04-1 property, while the opposite side traffic lane improvements are classified as the Arterial Street Improvements benefiting property not in AD 04-1. The composite street area totals for the Development EntitlementtFronting Street Improvement and Non AD 04-1 Arterial Street Improvement Categories were used to calculate improvement system work item quantity and cost percentage factors, and those area-based factors were used to allocate project work item cost shares to these two benefit categories. 29640FerExhibitD.wpd D- l O 9/16704 b. The non-street work items of curb and gutter, sidewalk, and subdivision block wall were assigned a 100% Fronting Benefit factor to allocate their costs to the "Direct BenefitlFronting Improvement Category." 2. Apportionment of Water Mains: a. Water Mains in AD 04-I have all been classified as "Fronting Benefit" improvements, and these work items and costs are allocated accordingly. Those .pipeline costs are spread to their benefited service area properties as described in the following Paragraph III. b. Local Service Water Main costs are split 50150 between the parcels or development areas fronting on each side of the street. 3. Apportionment of Sanitary Sewer Mains: Sanitary Sewer Mains in AD 04-I have all been classified as "Fronting Benefit" improvements, and these work items and costs are allocated accordingly. Those pipeline costs are spread to their benefited service area properties as described in the following Paragraph III. 4. Apportionment of Storm Drain Pipelines: Storm Drain Pipelines in AD 04-1, except those described in Paragraph ILA t.d, have all been classified as "Fronting Benefit" improvements, and these work items and costs are allocated accordingly. Those pipeline costs aze spread to their benefited service area properties as described in the following Paragraph III. III. The Criteria for Determining which parcels are benefited by the improvements allocated to each benefit category are as follows: A Countryside Area: The Countryside Area Improvements are generally shown and described on Map No. 1 in Exhibit E. The improvements to be installed in and along Snow Road, Old Farm Road, Olive Drive, and Allen Road include both Development Entitlement/Arterial Class Improvement Benefit Category and Direct BenefitlFronting Improvement Benefit Category improvements required for the development of the Countryside Area. Accordingly, their cost is allocated to the Countryside Area pazcels (Assessment Nos. 1 through 250} as Development Entitlement and Direct BenefitlFronting Improvements. These sections of Snow Road, Old Farm Road, Olive Drive, and Allen Road arterial street improvements include the construction of, respectively, the south half of the street, the west half of the street, the north half of the street, and the east half of the street (consisting of two traffic lanes each). In accordance with the preceding .paragraph 29640FerExhibitD.wpd ~ D-1 1 9/16(04 ILB. l.a, if both of the center traffic lanes for a four lane arterial street are included in the scope of financed improvements, the parcels fronting on each side of the street right-of- way are each apportioned the cost of one center (arterial} traffic lane. This Arterial Street Section cast represents each fronting parcel's Entitlement Benefit Cost, based on the requirement to construct one-half of the Arterial Street as a condition of entitlement approval for each parcel. The 14-foot wide center (arterial) traffic lanes in each of the above-listed streets will be installed in and along the Countryside Area, except for portions of Old Farm Road and Olive Drive fronting along Tract No. 6118-Phase 1 ("TR 6118-1"}, which is not included in AD 04-1. The total combined cost of those portions of the center traffic lanes fronting along Ten. TR 6195 is apportioned to that portion of the Countryside Area as a Development Entitlement Benefit Improvement. For the purpose ofthe AD 04-1 Allocation Method, the entire Ten. TR 6118 is treated as a single "development area" directly benefiting from the center tra$"ic lane improvements to be installed along its. frontages in Snow Road, Old Farm Road, and Olive Drive. Therefore, the total combined cost of those portions of the center traffic lanes fronting along Ten. TR 6118 is apportioned as an equal per R-1 lot amount to all existing and planned R-1 lots in Teu. TR 6118 (a total of 262) as a Development Entitlement Benefit Improvement. The 27 R-1 lots in TR 6118-I are apportioned 27!262 shares, the 16 R-L lots in TR 6118-2 (Lots 11 through 26) which are not located in AD 04-1 are apportioned 16(262 shares, and the 219 existing or planned R-1 lots in Ten. TR 6118 located in AD 04-1 are apportioned 2191262 shares of the total Development Entitlement Benefit Improvement cost for the Ten. TR 6118 portion ofthe Countryside Area. The combined total cost share for TR 6118-1 and Lots 11 through 26 in TR 6118-2 (43!262} will provide a Development Entitlement Benefit to the Non AD 04-1 properties. All other Snow Road, Olive Drive, and Allen Road improvements fronting along Ten. TR 6195 are assessed as Direct BenefitlFronting Improvements to this portion of the Countryside Area (Ten. TR 6195, identified as Briarwood). All other Snow Road, Old Farm Road, and Olive Drive improvements fronting along Ten. TR 6118 (within and outside AD 04-1) are assessed as Direct BenefitlFronting Improvements to this portion of the Countryside Area (Ten. TR 6118, identified as Fox Run} and the portion of Ten. TR 61181ocated outside of AD 04-1 (TR 6118-1 and Lots 11 through 26 in TR 6118-2) in the same manner as the above-described Development Entitlement Benefit Improvement cost: in direct proportion to the number of existing or planned R-1 lots within each ofthem {219 Ten. TR 6118 R-1 lots within AD 04-1 and 43 Ten. TR 6118 R-1 lots as the Non AD 04-1 property). B. The Homestead Area: The Homestead Area Improvements are generally shown and described on Map No. 2 in Exhibit E. The improvements to be installed in and along Reina Road, Old Farm Road, and Noriega Road include both Development EntitlementlArterial Class Improvement Benefit Category and Direct BenefitlFronting Improvement Benefit Category improvements required for the development of The Homestead Area. 29646FerExhibitD.wpd D-12 9716!64 Accordingly, their cost is allocated to The Homestead Area parcel (Assessment No. 251) as Development Entitlement and Direct BenefitJFronting Improvements. These sections of Reina Road, Old Farm Road; and Noriega Road arterial street improvements include the construction of, respectively, the south half of the street, the west half of the street, and the north half of the street (consisting of two traffic lanes each}. In accordance with the preceding paragraph ILB.l.a, ifboth ofthe center traffic ' ~ lanes for a four lane arterial street are included in the scope of financed improvements, the parcels fronting an each side of the street right-of--way are each apportioned the cost of one center (arterial} traffic lane. This Arterial Street Section cost represents each fronting parcePs Entitlement Benefit Cost, based on the requirement to constnrct one- half of the Arterial Street as a condition of entitlement approval for each parcel. The 14-foot wide center (arterial) traffic lanes is each of the above-listed streets will be installed in and along The Homestead Area, and the total combined cost of those portions of the center traffic lanes is apportioned to The Homestead Area as a Development Entitlement Benefit Improvement. There are no Development Entitlement Benefit Improvements apportioned to a property outside of AD 04-1. All other Reina Road, Old Farm Road, and Noriega Road street improvements located in and along The Homestead Area are allocated as Direct BenefitlFronting Improvements to The Homestead Area. Also, the in-traction-site storm drain improvements for Ten. TR 6234 are allocated as Direct Benefit/Fronting Improvements to The Homestead Area. C. Cherry Hill Area: The Cherry Hill Area Improvements are generally shown and described on Map No. 3 in Exhibit E. The improvements to be installed in the Cherry Hill Area are all in- tract/on-site street, sewer, and storm drain improvements for TR 6153-2 (except lots 77- and 78 that are "super lots" approved for subdivision into R-1 lots as future phases of Ten. TR 6153 and are not located in AD 04-I), and as such are all classified as Direct BenefitJFronting Improvement Benefit Category improvements required for the development of the Cherry Hill Area. Accordingly, their cost is allocated to the Cherry Hill Area parcels (Assessment Nos. 252 through 327) as Direct BenefitlFronting Improvements. D. Olive Park III Area: The Olive Park III Area Improvements are generally shown and described on Map No. 4 in Exhibit E. The improvements to be installed in the Olive Park III Area include in- tractlon-site street improvements for TR 6117-3 and improvements along Jewetta Avenue, and are all classified as Direct Benefit/Fronting Improvement Benefit Category improvements required for the development of the Olive Park III Area. Accordingly, their cost is allocated to the Olive Park III Area parcels (Assessment Nos. 328 through 404) as Direct BenefitlFronting Improvements. 29640EerExlr~biID.wpd ~ D-13 9116104 IV. The Method of Allocating the apportioned system costs for each benefit category to the benefited parcels within each of the four AD 04-1 community areas, in proportion to the estimated level of benefit the parcels in each area will receive from the various improvements included in each benefit category is described below: A. Countryside Area Assessment Allocation Method Table C-III-A in Exhibit C, "Details of Countryside Area (Tract No. 6118 and Tract No. 6195) Estimated Benefit Assessment Allocations for Proposed Development," shows how the Countryside Area Improvement Acquisitions costs have been spread in accordance with the AD 04-1 Allocation Method. Reference to Table C-III-A shows the total Countryside Area benefittcost share apportioned to the Countryside Area and the BenefitedtNon-Assessed (Non AD 04-1}share allocated to benefited properties outside of AD 04-1. All of the Countryside Area improvements are required to be installed as conditions of approval for Ten. TR 6118 and Ten. TR 6195. B. The Homestead Area Assessment Allocation Method Table C-III-B in Exhibit C, "Details of The Homestead Area (Tract No. 6234) Estimated Benefit Assessment Allocations for Proposed Development," shows how The Homestead Area Improvement Acquisitions costs have been spread in accordance with the AD 04-1 Allocation Method. Reference to Table C-III-B shows the total The Homestead Area benefittcost share apportioned to The Homestead Area. Table C-III-B also shows that there is no BenefitedlNon-Assessed (Non All 04-1} share allocated to beneftted properties outside of AD 04-1. All of The Homestead Area improvements are required to be installed as conditions of approval for Ten. TR 6234. C. Cherry Hill Area Assessment Allocation Method Table C-III-C in Exhibit C, "Details of Cherry Hill Area (Tract No. 6153 Unit Two) Estimated Benefit Assessment Allocations far Proposed Development," shows how the Cherry Hill Area Improvement Acquisitions costs have been spread in accordance with the AD 04-1 Allocation Method. Reference to Table C-III-C shows the total Cherry Hill Area benefit/cost share apportioned to the Cherry Hill Area. Table C-III-G also shows that there is no Benefited/Non-Assessed (Non AD 04-1) share allocated to benefited properties outside of AD 04-I. All of the Cherry Hill Area improvements are required to be installed as conditions of approval for TR 6153-2. D. Olive Park III Area Assessment Allocation Method Table C-III-D in Exhibit C, "Details of Olive Park III Area (Tract No. 6117 Unit Three} Estimated Benefit Assessment Allocations for Proposed Development," shows how the Olive Park III Area Improvement Acquisitions costs have been spread in accordance with the AD 04-1 Allocation Method. Reference to Table GIII-D shows the total Olive Park III Area benefit/cost share apportioned to the Olive Park III Area. Table C-III-D also shows that there is no Benefited/Non-Assessed (Non AD 04-1) share allocated to 29640Fe[I;xtubitB.v+pd D-14 9/16!04 benefited properties outside of AD 04-1. All of the Olive Park III Area improvements are required to be installed as conditions of approval for TR 6117-3. COMPARISON OF REALLOCATION METHOD AND BENEFITICOST BASED ASSESSMENT ALLOCATION METHOD; ASSESSMENT SPREAD RESULTS The four "C-IV" tables in Engineer's Report Exhibit C (Tables C-IV-A through C-N-D) present separate comparisons by community area of the cost assessed to individual parcels ar land use areas when the AD 04-1 cost is spread in accordance with the AD 04-1 Reallocation Method proposed by the District Proponents, to the parcel cost shares assessed when the spread is calculated in accordance with the benefitlcost based AD 04-1 Allocation Method developed by the AD 04-1 Assessment Engineer. In each case, the AD 04-1 Reallocation Method results are shown in the "Reallocation Per City Gode Section 13.08.070" column and the AD 04-1 Allocation Method results in the "Benefit Allocation" column of the C-IV tables group. The "Reallocation" amount minus the "Benefit Allocation" amount is shown in the "Reallocation Minus Beneftt Allocation" column. These tables Shaw that, as permitted by Municipal Code Section 13.08.070, the AD 04-1 Reallocation Method does not apportion an assessment amount to the Non AD 04-1 parcels that aze shown in the "Benefit Allocation" column to have a beneficial cost share for certain improvements. In accordance with the District Proponents' AD 04-1 Reallocation Method and as shown on the C-IV group of tables, the full costs of the improvements in each community area are assessed by the AD 04-I Reallocation Method to the respective community areas, including the costs far those portions of the improvements that are required, or are expected to be required, to be installed as a development entitlement approval conditionfor properties located outside AD 04-1. Further review of the C-IV group of tables will show that improvement costs for work within or adjacent to a community area have been assessed only to properties in that area, and in their last two columns adjacent to the right margin, they show, respectively, the per acre and per EDU differences between the parcel assessments calculated using the AD 04-1 Reallocation Method and the AD 04-1 Allocation Method. ASSESSMENT ENGINEER'S STATEMENT OF FINDINGS ON THE ASSESSMENT SPREAD METHOD Based on the descriptions and data presented above and further illustrated in the referenced Exhibit C tables on the proposed AD 04-1 Reallocation Method, the following findings on the AD 04-1 Assessment Sprcad Method are presented: A. The improvement acquisitions proposed to be financed by AD 04-1 are improvements that will be installed within or adjacent to the community area that is assessed the cost of those improvement acquisitions and, accordingly, the AD 04-1 Improvement Acquisitions beaz a rational nexus to the properties proposed to be assessed a share of their cost; and B. The District Proponents have submitted written requests to the Engineer of Work that the AD 04-1 Reallocation Method of assessment spread be implemented, and they have further 29640FerExhibiYD.wpd D-15 9/16/04 represented that said requests were approved by all AD 04-1 property owners at the time they were filed. Therefore, it is the finding of the Assessment Engineer that the proposed AD 04-1 Reallocation Method is in conformance with the requirements of Municipal Code Section 13.08.070. ASSESSMENT PROCEEDING INCIDENTAL AND BOND ISSUANCE COST ALLOCATION The total AD 04-1 assessment proceeding and bond issuance costs are spread in direct proportion to the total improvement cost reallocated to each parcel. ASSESSMENT APPORTIONMENTS TO FUTURE SUBDIVISIONS When a parcel with an AD 04-1 confirmed assessment is subdivided in the future by the recording of a subdivision or parcel map, a certificate of compliance for lot line adjustment, parcel map waiver, or parcel merger, or upon the sale of all or a portion of an assessed parcel to a gublic agency, the 1915 Act requires that the amount remaining unpaid on the original, bond-funded assessment principal be apportioned to each of the new lots and pazcels created by the parcel division. In the case of AD 04-1, the AD 04-1 Reallocation Method has spread the AD 04-1 cost within each community area in direct proportion to the net acreage for each Product Type Area and within each Product Type Area as an equal cost share to each existing or planned R-1 lot. Therefore, as AD 04-1 assessed parcels aze subdivided, the remaining principal amount of the original bond funded pazcel assessment will be apportioned to the new lots and parcels as follows: I. Countryside Area: This portion ofAD 04-1 has been approved for development into a combined total of 457 R-1 lots, 6 equestrian trail lots, 3 canal lots, and 1 storm drain sump lot as follows: (i) Z 19 R-1 lots, 6 equestrian trail lots, and I canal lot pursuant to a portion of Ten. TR 6118, and (ii) 238 R-1 lots, 2 canal lots, and 1 storm drain sump lot pursuant to Ten. TR 6195. As stated above, TR 6118-2 with 16 R-1 lots in AD 04-1 (TR 6118-2 Lots 1 I through 26 are nat located in AD 04-1) has been recorded with the Kern County Recorder. As also previously stated, the following subdivision maps are scheduled for the City Council approval on October 6, 2004, and aze planned to be recorded with the Kern County Recorder prior to confirmation of the AD 04-1 assessment: (i) TR 6118-3 with 32 R-1 lots, (ii) TR 6118-4 with 32 R-1 lots, {iii) TR 61 18-5 with 34 R-1 lots and 1 "super" lat (planned for future subdivision iota 15 R-1 lots pursuant to Ten. TR 61 IS), (iv} TR 6195-1 with 27 R-I lots and I storm drain sump lot, (v) TR 6195-2 with 32 R-1 lots, {vi} TR 6195-3 with 31 R-1 lots, and (vii} TR 6195-4 with 31 R-1 lots and 1 "super" lot (planned for future subdivision into 117 R-I lots pursuant to Ten. TR 6195). The District Proponent for the Countryside Area (Centex Homes) has identified the following two Product Type Areas in the Countryside Area: Fox Run (Ten. TR 61 IS) and Briarwoad (Ten. TR 6195). Therefore, the Countryside Area total assessment is first allocated to each Product Type Area in direct proportion to the total cost of improvements fronting on each of them (as described above}, as provided to the Assossrnent Engineer by the Design Engineers. The Product Type Area total assessment has then been apportioned as an equal share per existing or planned R-1 lot within the Product Type Area. 29640FerExhi6itD.wpd D-16 9/I6/04 Except for Assessment No. 11 S (planned for development into 15 R-1 lots pursuant to Ten. TR 6118), Assessment No. 122 (planned for development into 90 R-1 lots pursuant to Ten. TR 6118), and Assessment No. 250 (planned for development into 117 R 1 lots pursuant to Ten. TR 6195), all of the residential property in the Countryside Area is already configured as final subdivision lots ofrecord. Therefore, there will be no need for future assessment apportionments of those lots ofrecord, unless record lots aze merged or reconfigured by some form of future subdivision. However, the original Assessment Nos. 115, 122, and 250 total confirmed assessment amounts will be apportioned as an equal per R-1 lot assessment in accordance with tha above-described proposed development and if the development proceeds as proposed. Accordingly, the ftrst tract phase recorded by the District Proponent for the Countryside Area to subdivide atl or a portion of Assessment Nos. 115, 122, or 250 will be allocated a total assessment share equal to the number of R-1 lots in the recorded phase multiplied by the calculated equal per R-1 lot cost share factor for Assessment Nos. 115, 122, or 250, respectively. The remaining balance will be apportioned to the unsubdivided remainder of Assessment Nos. 115, 122, or 250, if any, for apportionments to future subdivision phases in accordance with the process described above. However, if the development plan for Assessment Nos. 115, 122, or 250 is revised, then the plan for segregation of the original assessment will be revised to apportion a cost share to the first subdivision or subdivision phase and its remainder parcel in direct proportion to their total acreages. The total assessment shaze apportioned to the recorded subdivision or subdivision phase would then be reapportioned to its lots as an equal assessment share perR-1 lot. Storm water retention sumps, waterwellsites,canals,equestriantraillots,and parks will be excluded from the tract acreage and the calculated net acreages used to apportion the original total assessment. Landscape lots and in-tract street azeas will not be excluded from the tract acreage totals. 2. The Homestead Area: This portion of AD 04-1 has been approved for development into a combined total of 328 R-1 lots {plus 1 residential lot with an existing home on it, which will not be assessed a share of the AD 04-1 total assessment amount, as described below), 1 storm drain sump lot, and 1 to-be-abandoned oil well drill site lot pursuant to Ten. TR 6234. As stated above, the District Proponent for The Homestead Area (J & L Gardiner, LLC) has informed the City Director ofPublic Works that no phases of TR 6234 are planned for recording with the Kern County Recorder prior to confirmation of the AD 04-1 assessment. As also previously stated, the District Proponent far The Homestead Area has identified the entire Ten. TR 6234 as a single Product Type Area. Therefore, the total assessment amount for The Homestead Area is apportioned to the single parcel (Assessment No. 251) comprising The Homestead Area. At the time of future parcel subdivisions, the original Assessment No. 251 total confirmed assessment amount will.be apportioned as an equal per R-1 lot assessment in accordance with the above- described proposed development and if the development proceeds as proposed (other than for the exceptions described below). Accordingly, the first tract phase recorded by the District Proponent for The Homestead Area to subdivide all or a portion of Assessment No. 251 will be allocated a total assessment share equal to the number of R-1 lots in the recorded phase multiplied by the calculated equal per R-1 lot cost share factor for Assessment No. 251. The remaining balance will be apportioned to the unsubdivided remainder of Assessment No. 251, if any, for apportionments to future subdivision phases in accordance with the process described above. However, if the development plan for Assessment No. 251 is revised, then the plan for 29640FerExhibitD.wpd D-17 9!16/04 segregation of the original assessment will be revised to apportion a cost share to the first subdivision or subdivision phase and its remainder parcel in direct proportion to their total acreages. The total assessment share apportioned to the recorded subdivision or subdivision phase would then be reapportioned to its lots as an equal assessment share per R-1 lot. Any storm water retention sumps, oil well drill sites, water well sites, sewer lift stations, canal lots, and parks will be excluded from the tract acreage and the calculated net acreages used to apportion the original total assessment. Landscape lots and in-tract street areas wilt not be excluded from the tract acreage totals. The above-referenced exceptions to the apportionment of Assessment No. 251 total confirmed assessment as an equal per R-1 lot assessment are: (i} the portion of the Assessment No. 251 parcel currently occupied by the Gardiner family home, and (u} that portion of the Assessment No. 251 parcel currently identified as a "to-be-abandoned oit well drill site." Once the first phase of TR 6234 fronting on Noriega Road is recorded, the Gardiner family house and the land around it will become a part of one R-1 lot in that subdivision phase (currently identified as Lot 34 in Unit Six of Ten. TR 6234). As requested by the District Proponent for The Homestead Area (I & L Gardiner, LLC}, and as approved as a part of the AD 04-1 Reallocation Method, this Gardiner family home lot will not be apportioned a share of the Assessment No. 251 total assessment amount. The drill site parcel described above is planned far future development into 6 R-1 lots. However, the District Proponent for The Homestead Area has stated that this drill site will not be developed into R-1 lots for possibly as long as 10 years. Accordingly, they have requested, an'd it has been approved as a part of the AD 04-1 Reallocation Method, that the existing oil well drill site not be apportianed a share o£the Assessment No. 251 total assessment amount at the time of The Homestead Area subdivision by future phases of TR 6234. 3. Cherry Hill Area: This portion of AD 04-1 has been approved for development into a total of 76 R- l lots pursuant to a portion of Ten. TR 6153. As previously stated, TR 6153-2 with'76 R-1 lots in AD 04-1 has been recorded with the Kern County Recorder. As also previously stated, the District Proponent for the Cherry Hill Area (Cherry Hill, Inc.} has identified the entire TR 6153-2 as a single Product Type Area. Therefore, the total assessment amount for the Cherry Hill Area is already apportioned as an equal per existing R-1 lot assessment in TR 6153-2, and there will be no need for future assessment apportionments of those lots of record, unless record lots are merged or reconfigured by some form of future subdivision. 4. Olive Park III Area: This portion of AD 04-1 has been approved for development into a total of 77 R-1 lots pursuant to a portion of Ten. TR 6117. As previously stated, TR 6117-3 with 77 R-1 tots has been recorded with the Kern County Recorder. As also previously stated, the District Proponent for the Olive Park III Area (Olive Park Land Company} has identified the entire TR 6117-3 as a single Product Type Area. Therefore, the total assessment amount for the Olive Park III Area is already apportioned as an equal per existing R-1 lot assessment in TR 6117-3, and there will be no need for future assessment apportionments of those lots of record, unless record lots are merged or reconfigured by some form of future subdivision. 296dOrerExhibitD.wpd D-ls 9/16/04 ASSESSMENT ENGIlVEER'S CERTIFICATION OF THE ASSESSMENT SPREAD METHOD This Engineer's Report has been prepared to present the following: An estimate of the total cost of the improvements to be acquired and the incidental costs proposed to be funded pursuant to this assessment proceeding; and 2. An analysis and description of the AD 04-1 Reallocation Method proposed by the District Proponents as the method used to spread the estimated improvement acquisition costs and incidental expenses to the AD 04-1 properties. However, this Engineer's Report makes no recommendation as to the economic feasibility for the assessment of the estimated cost of the proposed improvement acquisition and incidental costs on the AD 04-1 properties, nor on the financial feasibility for the issuance of 1915 Act Bonds to represent any unpaid amount ofthe AD 04-1 Assessment. The AD 04-1 assessment may exceed the amount for which bonds can be issued pursuant to recommendation of the City's financial advisor, as to the minimum acceptable property value to assessment lien ratio for bonds issued and secured by the AD 04-1 unpaid assessments. Additional property value in excess of the estimated current value of the assessed property with the improvements completed and installed may need to be confirmed by MAI appraisal, before the City can issue 1915 Act Bonds in the full amount of the AD 04-1 Assessment. In conclusion, it is my opinion that the Estimated Total Cost of the proposed improvement acquisitions, including all incidental costs, has been spread in conformance with the requirements of Municipal Code Section 13.08.070, Submitted to the Engineer of Work on July 23, 2004, for "preliminary" approval by the City Council on August 18, 2004, and submitted on September 23, 2004, in this "Final" Engineer's Report form by: Edward J. Wilson w~ "02 `? R.C.E. 23269 (Expires 12t31/05) - Na.23269 A Assessment Eneineet *~ ~p• 12tsl~oa 1* ~~ City of Bakersfield Assessment District No. 04-I 29640FerExhibitD.wpd D-19 9116!04 ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 04-I (COUNTRYSIDE/THE HOMESTEAD/CHERRY HILL/OLIVE PARK. IH) EXHIBIT E Map No, 1 Showing Countryside Area Improvements Map No. 2 Showing The Homestead Area Improvements Map No. 3 Showing Cherry Hill Area Improvements Map No. 4 Showing Olive Park III Area Improvements z }. 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'nm ~M + V 4 N~ p~p~ M Mj I ~~ i ~ M ~~ i N ~ R n auYx uasrm M ^a Na ~ x;. h -` 1 M M ~~ i ~= _. G ~ rc, za w ~ ~ e e ~ ° ~ ~ . ~ r V G ~ O o ~ W a ~ ~ u z ~ ~~~~ ~ n ~ o l A V] V 4 ~ ~~ o ~~ N H '° a ~ ~ f has ° ~~ x rH'' w ~ x ~ ~ tma jg ~ [Y, ~' ~ ? ; ~ F z ~ ~ T ~ =° ~ I ~ VS ~ O ~ a o- ~~ O 4 r~ j1 E U ~ ab ~ Z ~ ~ p~ ~ ' ~ ~F'm ~ ~ tw z~cWSe m~~ " =~ j ~ ~ a s oU~a ° ai S er a~=~~ ~ ~ ~£ ~ e ~ ~I o~ ` ~ s m w _. = i i1 P _ .. ~~ vo ~- ~~M I ~\~M ~~~ j `~ ~'% I ~ n \~ ~I V ~rj M ~ M ~Y N~ ~`~ I V~ ~~ ' ~ wl - ~[Ydi dIX.LTYAf ~ / ~M f ie OM j M)~ S rnn a~ ! n r~ ~ -y I OJM U1~ ~ j M _~~ ~o ~a M j ~ i L 1y ` ; ~% j ~~,, ' a ~ j M~ N~ ~ ~~ 4 I ~ ~~ 1 <, ~ M i M M O~ N m~ ~ N ~ M A .iYp Yl~NYZLS n'<I Nu M N M K ~Oz N~ `a l N M ~a M~ '~ a „~ N h~ N ~ ' I O ^~ N~ ' ~N J ~a W (ti nW ~'Y a O Sr G ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 04-I (COUNTRYSIDElTHE HOMESTEADlCHERRY HILLIQLIVE PARK III) f: APPENDIX. C NAMES AND ADDRESSES OF PROPERTY OWNERS 0 0 N O o N O W Zg Z U~ O KO T 1- LL F- N J ~ ~ ~ U d OZU O U aw0 n wow O rnN4 O W ANN N w w a w4z m q zaw w U'JY K zw o w11LL a ~~ a Z YZ d m0 y LLU w O 1 z U O N Q LL' °' U o ,j ~zm W 6 K K K~ K Y_W e Ci Ci o CJ Li ci U Y YYYYYY~ 7K ~~IIIIIIIYpa~ UUxxxS2S21O~yW > > J > > > > (9 K O d.n0000000~xa'Z K K K K K K K O~ m 0 ~~F~tx-~~~~2 lo~ ~_~_ 1 1 1 1 1 1 hm~n 00 ww~ N(/l Ul f~4lNmw U' W~ F F ~tW9 ~ ~ ~ ~ ~ ~ a ~ ~ `""'d4d4dd4a, ~"W~ aanaaaa dU W WFF-FI-1-1-1-Qtfip~ Opddddd46 a ddtO f/!Nf/J tl)41 fnRgWK aannaaa.aaq~p i-i-gdd dQq~nw41 4d ~'~~~~'~~nOpm~ ((f (gLLnnLL LLLLnpNUNO WaOOOOOOONYtt~~ d d N N N N N N N h ~gm~n m.o min ~nYOrn.-c`~ LL LL Y Y Y Y Y Y Y 0 0 ~' Z m OOOOOOOQOOm~Oa ~roooooaomz~Fo mm®mmmmm Y Y Z Z Z Z Z Z Z~ p O W 0 00_______ _o zr~Q mmo °o°o °o mo°oR _z_z Z 2 N N N N N N N `. ~ Z~ Z ~ia~ o°o tt ~~_ x2 w qpa U U R Z Z Q Q d y O J g c a a 0 0 a a a 0 0 W a Q Z N W W W W W W W W W O~ W O oaaaaoooowooom K ll¢ K K K K n'tY O w LL U J w 000000 OOOw¢WZtt O wwwwwwwww¢wU~a rtxrcttwK~~rc wzw¢ W ~-NM<N~-NmvOS~YO ¢wwwwwwwww~xa w W rn ~nw~nm w`nm~ i-~oo W q¢dd¢Qgdd~~0am xxxxxxxxxzz z0 ~annnanaaao~O qJU ~ m~m~00NNNNa7hLL W W a- ~O~O~TNN~-OLL n' ~ mm~ommmmmmmmFnW O OOOQOOOOOOOd¢w p 2 Z Z Z 2 2 Z Z Z Z Z U~ a a~ F F h H H~ h h H H LL W F U O D U U U U U U U U F W Z z a~aaa ga'ga `5a qw aaw¢~ d FFHI-I-HHFHHhUN U' a a V N