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HomeMy WebLinkAbout01-1 Engineers Reporti r ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO.O1-1 (MING A'I' ALLEN/MOUNTAIN VISTA DRIVE/HAMPTON PLACE) AS FILED FOR FINAL APPROVAL IN ACCORDANCE WITH THE MUNICIPAL IMPROVEMENT ACT OF 1913 AND THE BAKERSFIELD MUNICIPAL CODE ASSESSMENT ENGINEER WILSON & ASSOCIATES 4221 W. Sierra Madre, Suite 201 Fresno, California 93722 (559) 275-5445 May 23, 2ooi ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO.Ol-1 (Ming at Allen/Mountain Vista Drive/Hampton Place) AS FILED FOR FINAL APPROVAL CITY OF BAKERSFIELD Mayor and Citv Council Harvey L. Hall, Mayor Irma Carson, Councilmember First Ward Sue Benham, Councilmember Second Ward Mike Maggazd, Councilmember Third Wazd David Couch, Councilmember Fourth Wazd Harold Hanson, Councilmember Fifth Ward Jacquie Sullivan, Councilmember Sixth Wazd Mark Salvaggio, Vice Mayor, Councilmember Seventh Ward Cit~Staff Alan Tandy, City Manager Bart Thiltgen, City Attorney Pamela A. McCarthy, City Clerk Jacques R. LaRochelle, Interim Public Works Director Gregory Klimko, Finance Director BOND COUNSEL Samuel A. Sperry Orrick, Herrington & Sutcliffe LLP San Francisco, California UNDERWRITER Robert L. Williams, Jr., Vice President Sutro & Company San Francisco, California DISCLOSURE COUNSEL Bruce J. Graham Pillsbury Winthrop LLP Las Angeles, California APPRAISER Michael L. Launer Launer & Associates Bakersfield, California ASSESSMENT ENGINEER Ed Wilson Wilson & Associates Fresno, California ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO.OI-1 (Ming at Allen/Mountain Vista Drive/Hampton Place) 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 ASSESSMENT DISTRICTNO.O l - l ,"including the Assessment and Assessment Roll in the amounts set forth therein as the "Preliminary Assessment,"with the Assessment Diagram attached thereto, was filed with me on the 13~' day of April, 2001, for preliminary approval on Apri125, 2001, by City Council Resolution No. 050-01. Pamela A. McCarthy, CMC ity Clerk 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. 1236 on February 14, 2001. Edward J. Wilson, R.C.E 23269 Assessment Engineer, Assessment District No. 0 ] - l I, Pamela A. McCarthy, City Clerk of the City of Bakersfield, do hereby. certify that the following "ENGINEER'S REPORT, CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 01-1" and the Confirmed Assessment contained therein were approved by the City Council of the City of Bakersfield on the ~.3~-'day of_ , 2001, by Council's adoption of Resolution No. ~$~ -d1 Pamela A. McCarthy, CMC, City Clerk City of Bakersfield, California I, Jacques R. LaRochelle, as Interim Director of Public Works of the City of Bakersfield, do hereby certify that a certified copy of the following "ENGINEER' S REPORT, CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO.01-1," together with the Assessment Diagram attached thereto, was recorded in my office on the,! day of _/c~~e , 2001. ;helle, Interim Director of Public Works ld, California On ~ f c~ , 2001, the ~ and Community Facilities Districts as Document No. ~ j - Q1Q,.? 3 County of Kern, California. Diagram was filed in Booko~_ of Maps of Assessment es 3~- through ~, and a Notice of Assessment was recorded of Official Records in the office of the County Recorder of the James W. Ma,~l~, County As(sJessor-I~corde County of Kern, California 29460CER -i- 5/22/01 TABLE OF CONTENTS ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO.O1-1 (MING AT ALLEN/MOUNTAIN VISTA DRIVE/HAMPTON PLACE) DESCRIPTION PAGE Certificate of Filing Engineer's Report and Confirmation of Assessment .................. i Table of Contents ............................................................. ii SECTIONS SECTION I ASSESSMENT DISTRICT PURPOSE, GENERAL DESCRIPTION OF BOUNDARIES AND ASSESSMENT AREAS, AND ENGINEER' REPORT SUBMITTAL STATEMENT .............. I-1 Assessment District Purpose ...................................... I-1 General Description of Boundaries 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 DESCRIPTION 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 01-1 Improvement Acquisitions ............. II-2 General Description of AD 01-1 Improvement and Assessment Proceeding Incidental Work and Expense ........................ II-4 General Description of Proposed Annual Assessment .................. II-5 SECTION III PROPOSED ASSESSMENT OF ESTIMATED IMPROVEMENT 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-4 Bond Declaration .............................................. III-5 29460TOC -i i- 4/ I 1 /01 DESCRIPTION PAGE REPORT EXHIBITS EXHIBIT A Assessment Roll 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 Ming at Allen Area, Mountain Vista Drive Area, and Hampton Place Area Improvements to Be Acquired TABLE B-II-B Ming at Allen Area Improvements to Be Acquired TABLE B-II-C Mountain Vista Drive Area Improvements to Be Acquired TABLE B-II-D Hampton Place Area Improvements to Be Acquired TABLE B-III Payoff Calculation for Assessment District No. 96-2 Assessment No. 18 (Payoff Cost Paid by Property Owners Prior to Confirmation of Assessment District No. 01-1 and Not Financed by Assessment District No. 01-1) EXHIBIT C TABLE C-I Consolidated Tabulation of Parcel Assessment Data TABLE C-II-A Details of Ming at Allen Area Estimated Assessment Reallocations for Proposed Development per City Code Section 13.08.070 TABLE C-II-B Details of Mountain Vista Drive Area Estimated Assessment Reallocations for Proposed Development per City Code Section 13.08.070 TABLE C-II-C Details of Hampton Place Area Estimated Assessment Reallocations for Proposed Development per City Code Section 13.08.070 TABLE C-III-A Details of Ming at Allen Area Estimated Benefit Assessment Allocations for Proposed Development TABLE C-III-B Details of Mountain Vista Drive Area Estimated Benefit Assessment Allocations for Proposed Development TABLE C-III-C Details of Hampton Place Estimated Benefit Assessment Allocations for Proposed Development 29460TOC -i i i- 4/ 1 I /0 I DESCRIPTION PAGE TABLE C-IV-A Comparison of Ming at Allen Area Benefit Assessment Allocation and Assessment Reallocation per City Code Section 13.08.070 TABLE C-IV-B Comparison of Mountain Vista Drive Area Benefit Assessment Allocation and Assessment Reallocation per City Code Section 13.08.070 TABLE C-IV-C Comparison of Hampton Place Area Benefit Assessment Allocation and Assessment Reallocation per City Code Section 13.08.070 EXHIBIT D DESCRIPTION OF ASSESSMENT SPREAD METHOD ....................... D-1 Introduction ............................................................ D-1 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 Benefit/Cost Based Assessment Allocation Method ................ D-7 Comparison of Reallocation Method and Benefit/Cost Based Assessment Allocation Method; Assessment Spread Results .............. D-14 Assessment Engineer's Statement of Findings on the Assessment Spread Method .... D-1 S Assessment Proceeding Incidental and Bond Issuance Cost Allocation ............ D-15 Assessment Apportionments to Future Subdivisions ........................... D-15 Assessment Engineer's Certification of the Assessment Spread Method ........... D-18 EXHIBIT E Map No. 1 Showing Ming at Allen Area Improvements Map No. 2 Showing Mountain Vista Drive Area Improvements Map No. 3 Showing Hampton Place 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 29460TOC _i~-_ 4/I I/01 ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO.O1-1 (MING AT ALLEN/MOUNTAIN VISTA DRIVE/HAMPTON PLACE) SECTION I ASSESSMENT DISTRICT PURPOSE, GENERAL DESCRIPTION OF BOUNDARIES AND ASSESSMENT AREAS, AND ENGINEER'S REPORT SUBMITTAL STATEMENT ASSESSMENT DISTRICT PURPOSE Assessment District No. 01-1 (Ming at Allen/Mountain Vista Drive/Hampton Place), hereafter referred to as "AD 01-1," has been formed by the City Council of the City of Bakersfield (the "City Council") in response to Petitions submitted by Communities at River Oaks, LLC, Campus Park, LLC, and Hampton Place, LLC, (hereafter collectively referred to as the "District Proponents") who, at the time the Petitions were filed, were the owners of more than 60% of the land area proposed to be assessed as part of the AD 01-1 proceedings. The Petitions are on file 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 California Streets and Highways Code. The Petitions were accepted by the City Council on February 14, 2001, by Council's adoption of its Resolution No. 013-01, Accepting Petition and Determining to Undertake Special Assessment Proceedings -City of Bakersfield Assessment District No. 01-1. AD 01-1 has been formed for the purpose of financing the cost of acquisition and/or construction by the City of Bakersfield (the "City") of certain street, water, sanitary sewer, and storm water drainage infrastructure improvements and the cost to pay off existing parcel assessments confirmed pursuant to City of Bakersfield Assessment District No. 96-2 (Allen Road Trunk Sewer), herein referred to as "AD 96-2". A description of the ADO 1-1 boundaries and of the properties to be apportioned a share of the total cost proposed to be assessed under the AD 01-1 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 ADO 1-1 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 01-1 are presented in report Section III. A detailed description of the method developed for allocating the AD 01-1 costs among the assessed parcels is presented in the attached Exhibit D. All of the ADO 1-1 properties are located within the existing Corporate Limits of the City of Bakersfield (the "City Limits"). The improvement acquisition and incidental costs to be financed by ADO 1-1 will be spread to the assessed parcels pursuant to Bakersfield Municipal Code ("Municipal Code") Section 29460Fer1 I-1 5/23/01 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 ADO 1-1 is a collection of three separate community areas in west and southwest Bakersfield that are identified on the AD O 1-1 Boundary Map and in this report and assessment as: Ming at Allen Area, generally bounded by the Kern River levee on the north, Allen Road on the west, Ming Avenue and the Kern River Canal on the south, and Parcels A and C of Lot Line Adjustment No. P00-0690 on the east. The Ming at Allen Area is also identified as Parcel B and a portion of Parcel A of Lot Line Adjustment No. P00-0690 (109.78 acres); 2. Mountain Vista Drive Area, surrounds the Panama-Buena Vista Union School District, Earl Warren Junior High School parcel at Mountain Vista Drive and is bounded by the right-of--way for the Southern Pacific Railroad on the south and Mountain Vista Drive on the east. The Mountain Vista Drive Area is also identified as Lot 2 of Lot Line Adjustment No. P00-0079 (26.76 acres); 3. Hampton Place Area, generally bounded by Palm Avenue on the north, Jenkins Road on the west, and Allen Road on the east (67.37 acres). The three irregularly shaped community areas are located within a rectangular section of west and southwest Bakersfield that has anorth-to-south dimension of about four and one-half miles as measured from the north end of the Hampton Place Area to the south end of the Mountain V ista Drive Area and awest-to-east dimension of about two miles as measured from the westerly boundary of the Hampton Place Area easterly to the easterly boundary of the Mountain Vista Drive Area. Each of the three district areas is involved in various stages of the land development entitlement and/or site development process. The Ming at Allen Area has been approved for subdivision into a school site, a storm drain sump, and a combined total of 259 single-family residential ("R-l ") lots as follows: (i) 8 R-1 lots pursuant to a portion of Unit One of Vesting Tentative Tract No. 5957 ("Ten. TR 5957"); (ii) 49 R-1 lots pursuant to Unit Two of Ten. TR 5957; (iii) 108 R-1 lots pursuant to Vesting Tentative Tract No. 6032 ("Ten. TR 6032"); and (iv) 94 R-1 lots pursuant to Vesting Tentative Tract No. 6034 ("Ten. TR 6034"). On February 9, 2001, Tract No. 5957 Unit One ("TR 5957-1 ") was recorded with the County Recorder of the County of Kern creating several R-1 lots, of which eight (8) are in AD 01-1. On Apri127, 2001, Tract No. 5957 Unit Two ("TR 5957-2") was recorded with the County Recorder of the County of Kern creating 49 R-1 Lots. The Mountain Vista Drive area has been approved for subdivision into a combined total of 123 R-1 lots as follows: (i) 68 R-1 lots in Phase 1 of Vesting Tentative Tract No. 6008 ("Ten. TR 6008"); and 29460Fer1 1-2 5/23/01 (ii) 55 R-1 lots pursuant to Phase 2 of Ten. TR 6008. One of the District Proponents (Campus Park, LLC) has informed the Engineer of Work and the Assessment Engineer for AD 01-1 of its intent to record Tract No. 6008 "Phase 1 " ("TR 6008-1 ") with 68 R-1 lots prior to confirmation of the AD O 1-1 assessment. The Hampton Place Area has been approved for subdivision into a water well site, a storm drain sump, and a combined total of 154 R-1 lots as follows: (i)116 R-1 lots pursuant to Vesting Tentative Tract No. 6007 ("Ten. TR 6007"); and (ii) 38 R-1 lots pursuant to Vesting Tentative Tract No. 6033 ("Ten. TR 6033"). One of the District Proponents (Hampton Place, LLC) has informed the Engineer of Work and the Assessment Engineer for A)J O 1-1 of its intent to record Tract No. 6007 Unit One ("TR 6007-1") with 51 R-1 lots prior to confirmation of the AD 01-1 assessment. As of the date of filing the Engineer's Report for ADO 1-1 (hereinafter referred to as the "Engineer's Report") for final approval by the City Council, all of the pazcels proposed to be assessed a share of the AD 01-1 improvement acquisition cost were owned by the District Proponents. AD 01-1 will finance the acquisition of various "off-site" and/or "on-site" (in-tract) subdivision improvements and related incidental costs, where those improvements aze either already 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 three AD 01-1 community azeas. Each of the three community areas is a sepazate assessment area within AD 01- l . The costs financed by ADO 1-1 for the acquisition of infrastructure improvements located within or adjacent to one of the three community areas are assessed only to properties that aze located within the community azea wherein those improvements are also located. Therefore, all of the improvements proposed to be financed beaz 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 01-1 total cost. The assessments aze 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 pazcel 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. See the attached Exhibit D, Description of Assessment Spread Method for a description of the special benefit each assessed parcel will receive from the improvement acquisitions proposed to be financed by AD 01-1. On February 2, 2001, the map entitled "PROPOSED BOUNDARIES OF CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 01-1 (MING AT ALLEN/MOUNTAIN VISTA DRIVE/HAMPTON PLACE}, COUNTY OF KERN, STATE OF CALIFORNIA" (the "AD 01-1 Boundary Map"), consisting of six (6) sheets, was filed in the office of the City Clerk. On February 16, 2001, the AD 01-1 Boundary Map was filed for record in Book 19 of Maps of Assessment and Community Facilities Districts, at pages 161 through 166, in the office of the Kern County Recorder. Reference is made to the AD O 1-1 Boundary Map for a detailed description of the AD O l -1 boundaries. Said ADO 1-1 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 29460Fer1 1-3 5/23/01 by reference. The AD 01-1 Boundary Map shows and describes the exterior boundaries of the property proposed to be assessed pursuant to the AD 01-1 proceedings. The assessment district encompasses a composite and consolidated area of about 204 acres. COMMUNITY FACILITIES DISTRICT SPECIAL TAX LIEN As of the date of filing this Engineer's Report, it has been confirmed that the properties within the Hampton Place Area of AD O 1-1 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"). CFD No. 92-1 presently comprises approximately 12,346 acres and includes territory from the Rosedale Union 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 maximum bonded indebtedness for CFD No. 92-1 is $350,000,000 and, to date, $17,985,000 aggregate principal amount of special tax bonds has been issued, comprised of (i) $11,995,000 in principal amount of CFD No. 92-1 Special Tax Bonds Series 1998 A (the "Series 1998 Bonds"), which have an outstanding principal balance as of September 2, 2000 of $11,830,000, and (ii) $5,990,000 principal amount of CFD No. 92-1 Special Tax Bonds, 2000 Series A (the "Series 2000 Bonds"), all of which remain outstanding as of September 2, 2000. On June 24, 1999, a total of $1,070,000 of Subordinate Bond Anticipation Notes (the "BANS"), due June 1, 2004, was issued by CFD No. 92-1, and those BANS were paid in full on August 11, 2000, from the proceeds of the Series 2000 Bonds issued July 27, 2000. The Series 1998 Bonds mature on September 1, 2028, and the Series 2000 Bonds mature on September 1, 2030. The CFD No. 92-1 special taxes are payable, however, regardless of whether any bonds are issued. The amount of special taxes, if any, to which property in CFD No. 92-1 is subject varies based upon the zoning, the entitlements, and the type and level of development of such property. For the fiscal year ending June 30, 2000, the properties in CFD No. 92-1 are 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 residential, commercial, or industrial land use zone designation subdivision lot or parcel prior to March 1, 2000, an annual special tax of $114.86 (which may be increased by 2% each fiscal year) per net acre of subject property is payable. Upon the issuance of asingle-family residential building permit for a lot or parcel prior to March 1, 2000, cone-time special tax of $1.25 (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 residential lot or parcel is subject to an annual special tax payment of $450.30 (which may be 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 one-time special tax and annual special tax described above will not be levied on such parcel. The prepayment amount is currently $7,641.86 (which may be increased each fiscal year based upon the percentage change in a designated construction cost index). 29460Feri I-4 5/23/01 Upon the issuance of amulti-family residential building permit for a lot or parcel prior to March 1, 2000, the $1.25/building square foot one-time special tax is due, and the pazcel is subject to an annual special tax payment of $170/unit. The owner of such parcel may prepay the one-time and annual special taxes at the time the building permit is issued, in which case neither special tax will be levied on such parcel. The multi-family use prepayment amount is currently $2,883.76 per unit (which may be increased each year based upon the percentage change in a designated construction cost index). There are currently no multi-family land use pazcels within AD O 1-1. Upon the issuance of a building permit prior to March 1, 2000, for a commercial or industrial use building, the property is subject to the following special taxes: commercial/industrial use buildings do not pay the $1.25 per square foot special tax at building permit issuance but aze subject to the levy on the property of an annual CFD No. 92-1 special tax that for Fiscal Year 2000/2001 is $0.039901 per building squaze foot. That annual special tax obligation can be prepaid at the time of building permit issuance. The current prepayment amount is $0.6855 per building square foot, also subject to an annual increase based upon the percentage change in a designated construction cost index. There are currently no commercial or industrial land use pazcels in AD 01-1. It has also been confirmed that none of the properties in ADO 1-1 are within the existing boundaries of the Lakeside Union Elementary School District Community Facilities 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 exempt from compliance with the California Environmental Quality Act ("CEQA"). Accordingly, a Notice of Exemption from CEQA was filed by the City for the ADO 1-1 proceedings on March 8, 2001. Sepazate environmental review proceedings will be conducted for the improvement projects proposed to be financed by AD 01-1, as part of the CEQA compliance associated with the land use entitlement and subdivision approval process within each community area. ENGINEER'S REPORT SUBMITTAL STATEMENT I, Jacques R. LaRochelle, Interim Public Works Director and Superintendent of Streets of the City of Bakersfield, have been appointed the Engineer of Work for AD 01-1 (herein "Engineer of Work") by adoption of City Council Resolution of Intention No. 1236 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 Municipal Improvement Act of 1913, being Division 12 of the Streets and Highways Code (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. 1236, adopted by the City Council on February 14, 2001, being a Resolution of Intention to order the acquisition and/or construction of improvements in AD 01-1 (herein "Resolution of Intention No. 1236"), herewith submit the "Engineer's Report" for AD 01-1 consisting of six parts as follows: 29460Fer1 1-5 5/23/01 1. PLANS AND SPECIFICATIONS, MAPS AND DESCRIPTIONS OF IMPROVEMENTS AND LANDS TO BE ACQUIRED: 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 O l -1 had not been completed and/or finally approved by the City Engineer. Therefore, this assessment is based on the cost estimates prepared by SmithTech/USA, Inc., the civil engineering consultant hired by the District Proponents to design the AD Ol-1 improvements to be acquired and/or constructed within the three community areas. Civil engineering consultant SmithTech/USA, Inc., is hereinafter referred to as the "AD 01-1 Design Engineer." The AD 01-1 Improvement Acquisition Costs are itemized in Engineer's Report Exhibit B, Tables B-II-A through B-II-D, attached hereto and incorporated herein by reference. The improvements funded by AD Ol-1 are to be constructed by the District Proponents and acquired by the City, pursuant to those certain City Agreements No. 01-098, No. 01-099, and No. 01-100, Acquisition and Disclosure Agreements, City of Bakersfield Assessment District No. Ol-1, between the City and the District Proponents dated Apri125, 2001 (the "AD 01-1 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 no land, easement, orrights-of--way acquisitions proposed to be financed by ADO 1-1. Accordingly, no maps or descriptions have been prepared and filed with the City Engineer. 2. GENERAL DESCRIPTION OF WORK AND ACQUISITIONS: A General Description of Work and Acquisitions to be completed pursuant to the AD 01-1 proceedings is included as Section II of this Engineer's Report. The improvement acquisitions within each of the three community areas are also generally shown and described on three 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 Engineer's 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. 29460Fer1 I-6 5/23/01 4. ASSESSMENT DIAGRAM: The diagram entitled "ASSESSMENT DIAGRAM OF CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 01-1 (MING AT ALLEN/MOUNTAIN VISTA DRIVE/ HAMPTON PLACE), COUNTY OF KERN, STATE OF CALIFORNIA" (the "AD 01-1 Assessment Diagram"), consisting of eight (8) sheets, is on file with the City Clerk and incorporated herein by reference. Said AD 01-1 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 01-1 Assessment Diagram shows all of the following: A. The exterior boundaries of AD 01-1; B. The boundaries of the three community areas within AD Ol -1; C. The boundaries of existing AD 96-2 for those portions of AD 01-1 that are also located in AD 96-2; D. The boundaries of existing City of Bakersfield Assessment District No. 99-1 (Polo Greens/River Oaks), herein referred to as "AD 99-1 " for those portions of ADO 1-1 that are also located in AD 99-1; and E. 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 separate lot, parcel, and subdivision of land within AD 01-1 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 separate assessment number upon the AD 01-1 Assessment Diagram, which corresponds with the number shown for each parcel on the AD 01-1 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 Ol -1 proceedings is presented in Section III of this Engineer's Report. B. Assessment Roll: An Assessment Roll for AD O 1-1 is attached hereto as Exhibit A. The Assessment Rol I shows the exact amount of the total estimated cost of the proposed improvement acquisitions, incidental work, and expense that is assessed upon each of the lots and parcels within AD O1-l. The assessment numbers that appear on the Assessment Roll correspond to the assessment numbers shown on the AD 01-1 Assessment Diagram. 29460Fer1 I-7 5/23/01 C. Maximum Annual Parcel Assessment for Recovery of Assessment District Administration Costs and Expenses: Pursuant to Paragraph 3 of Resolution of Intention No. 1236, 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 01-1. The purpose of this sepazate annual assessment is to pay the costs incurred by the City of Bakersfield, and not otherwise reimbwsed, which result from the administration and collection of assessments, from compliance with Securities and Exchange Commission Rule 1 Sc2-12 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 ("the Streets and Highways Code"). 6. ASSESSMENT SPREAD METHOD: A description of the assessment spread method used to apportion a shaze to each pazcel in AD 01-1 of the total estimated cost proposed to be financed for the acquisition and/or construction of improvements and payment of incidental costs is attached hereto as Exhibit D and incorporated herein by reference. DESCRIPTION OF ENGINEER'S REPORT EXHIBITS A, B, AND C Exhibits A, B, and C that are attached to this Engineer's Report include a total of seventeen (17) tables of AD 01-1 cost estimates and/or assessment spread cost allocations. A brief description of each of the three report exhibits and of the separate 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 01-1 total assessment has been spread to the individual parcels that are proposed to be assessed. The Exhibit C tables present separate breakdowns of pazcel assessment data based on the Reallocation Method (per Municipal Code Section 13.08.070), and based on the 1913 Act benefit based Assessment 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 ADO 1- l ;then 2. The Exhibit B tables present the major items of total system costs and incidental expenses for all of AD 01-1 (Table B-I), the breakdown of those major items for each of the three community 29460Fer1 1 _ 8 5/23/01 areas in Tables B-II- (A through D) 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 D) presenting the itemized quantity and cost estimates for the improvement acquisitions in each community area. The Table B-II- (B through D) 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. Table B-III in Exhibit B is a statement of the cost to pay off the principal balance remaining unpaid after the affected parcel's share of the 2000/2001 tax year principal and interest for the existing parcel assessment confirmed pursuant to AD 96-2 (AD 96-2 Assessment No. 18) has been paid, including related bond call expenses. The City Finance Department confirmed that both installments of the 2000/2001 tax year billing for said AD 96-2 assessment have been paid to the County. In addition, prior to filing this Engineer's Report for AD 01-1, the City Finance Department informed the Engineer of Work for AD O 1-1 that the total amount of the AD O 1-1 existing assessment payoff costs (see Engineer's Report Exhibit B, Table B-III) was paid on January 16, 2001. The City Finance Director released the AD 96-21ien for the affected parcel on February 27, 2001. 3. Exhibit C has ten (10) tables that provide a detailed breakdown of individual parcel assessment data as follows: A. Details for parcel assessments calculated using the AD 01-1 Reallocation Method of assessment spread authorized by Municipal Code Section 13.08.070 are presented in Tables C-I and C-II- (A through C); B. Details for parcel assessments calculated in accordance with the AD 01-1 Allocation Method of assessment spread that is a benefit/cost based assessment spread method are shown in Tables C-III- (A through C); and C. Tables C-IV- (A through C) 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. 29460Fer1 1-9 5/23/01 ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO.O1-1 (MING AT ALLEN/MOUNTAIN VISTA DRIVE/HAMPTON PLACE) SECTION II GENERAL DESCRIPTION OF WORK 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 01-1 proceedings (hereinafter the "Improvement Acquisitions") aze 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 Ol-1 Improvement Acquisitions and to the assessment proceedings. All of the AD 01-1 Improvement Acquisitions aze public infrastructure improvements that aze either already required to be installed or are expected by the District Proponents to be required to be installed as conditions of tentative or final subdivision and parcel map approvals, or of land use entitlement approvals within the three AD 01-1 community azeas. As stated in Section I, the AD 01-1 Improvement Acquisitions are proposed to be financed by the City in accordance with the terms and conditions of the AD 01-1 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 O 1-1 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 01-1 that are related to those Improvement Acquisitions or to the AD 01-1 proceedings. A general description of the proposed annual assessment to be levied pursuant to the AD 01-1 proceedings for the recovery of certain costs that may be incurred by the City in future years from the administration of the AD Ol-1 bonds and reserve fund or 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. 29460Fer11 I I -1 5/22/01 GENERAL DESCRIPTION OF AD 01-1 IMPROVEMENT ACQUISITIONS The AD O 1-1 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, the payment of certain City facilities capacity charges or fees, and incidental work described below. The Improvement Acquisitions are to be constructed in accordance with plans and specifications prepared by the AD 01-1 Design Engineer 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 and/or finally approved by the City Engineer at the time this Engineer's Report was prepared. Accordingly, the following description of work is based on schematic, preliminary, and/or approved plans, quantities, and estimates that have been prepared by the ADO 1-1 Design Engineer. The Improvement Acquisitions to be made pursuant to the ADO 1-1 proceedings are described below. In addition, the three 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 01-1. Ming at Allen Area The Ming at Allen Area boundaries encompass a 109.78-acre block of land that is planned for subdivision into a combined total of 259 R-1 lots, a storm drain sump, and a school site pursuant to Ten. TR 5957, Ten. TR 6032, and Ten. TR 6034. One of the District Proponents (Communities at River Oaks, LLC) is the owner/subdivider of Ten. TR 5957, Ten. TR 6032, and Ten. TR 6034. Accordingly, all of the Improvement Acquisitions for the Ming at Allen Area are improvements related to the development of those subdivisions and are generally described as improvements in and along River Run Boulevard that are required, or are expected by the 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 River Run Boulevard include completion from the AD 01-1 easterly boundary to Ming Avenue of the entire street to its full design width complete with street paving, curb and gutter, 6-foot wide meandering sidewalk on the north/northwest side of the street, 5.5-foot wide standard sidewalk on the soufh/southeast side of the street, street lights, 6-foot high subdivision block wall, 400 feet of road median at the southern end of River Run Boulevard, 12- inch diameter water main, and 30- and 36-inch diameter storm drain pipeline with catch basins, manholes, and an outlet structure. Also included in the scope of Ming at Allen Area Improvement Acquisitions are District Proponent incidental costs for design engineering, construction staking, soils analysis and testing, and general contractor supervision and overhead, all as itemized inTable 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. 29460Fer11 II-2 5/22/01 Mountain Vista Drive Area The Mountain Vista Drive Area boundaries encompass a 26.76 acre block of land that is planned for subdivision into 123 R-1 lots pursuant to Ten. TR 6008. One of the District Proponents (Campus Park, LLC) is the owner/subdivider of Ten TR 6008. Accordingly, all of the Improvement Acquisitions in the Mountain Vista Drive. Area are improvements related to the development of that subdivision and are generally described as improvements along the easterly (Mountain Vista Drive) frontage and southerly (Southern Pacific Railroad) boundary of the Mountain Vista Drive Area and as on-site sanitary sewer and water improvements within the Mountain Vista Drive Area that are required, or are expected by the District Proponent to be required to be constructed, as conditions of approval for this subdivision. The general location and extent of the planned Improvement Acquisitions along the Mountain Vista Drive frontage of the Mountain Vista Drive Area include completion from the northern to the southern Ten. TR 6008 boundary (except for the school site parcel frontage) of the southbound half of the street (west half of the street) to its full design width, complete with street paving, curb and gutter, 5.5-foot wide standard sidewalk, and subdivision block wall. The general location and extent of the planned Improvement Acquisitions along the Southern Pacific Railroad frontage of the Mountain Vista Drive Area include completion of a 6-foot high subdivision block wall along the entire southerly boundary of said Ten. TR 6008. The scope of the Mountain Vista Drive Area On-Site Improvement Acquisitions includes the installation of the 6-arid 8-inch diameter sewer mains in all streets in Ten. TR 6008, and approximately 1,750 feet of 12-inch diameter water main in Tract No. 6008 "Phase 1" in Anacostia Way and Bluestone Drive. Also included in the scope of Mountain Vista Drive Area Improvement Acquisitions are District Proponent incidental costs for design engineering, construction staking, soils analysis and testing, and general contractor supervision and overhead, all as itemized in Table B-II-C in Engineer's Report Exhibit B and as generally shown on Map No. 2 in Engineer's Report Exhibit E, attached hereto and incorporated herein by reference. Hampton Place Area The Hampton Place Area boundaries encompass a 67.37-acre block of land that is planned for subdivision into a combined total of 154 R-1 lots, a storm drain sump, and a water well site pursuant to Ten. TR 6007 and Ten. TR 6033. One of the District Proponents (Hampton Place, LLC) is the owner/subdivider of Ten. TR 6007 and Ten. TR 6033. Accordingly, all of the Improvement Acquisitions for the Hampton Place Area are improvements related to the development of those subdivisions and are generally described as improvements along the easterly (Allen Road) frontage, northerly (Palm Avenue) frontage, and westerly (Jenkins Road) frontage of the Hampton Place Area that are required, or are expected by the 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 along the Allen Road frontage of the Hampton Place Area include the construction from the Ten. TR 6007 southerly boundary and extending northerly therefrom to Palm Avenue of the southbound half of Allen Road (west half of the street) to its full design width, complete with street excavation, paving, curb and gutter, 5.5-foot wide standard sidewalk, street lights, street signs, 6-foot high subdivision block wall, and 12-inch diameter water main with 29460Fer11 II-3 5/22/01 appurtenances from atie-in to the existing water line at Overton Street to Old Town Road in TR 6007. The general location and extent of the planned Improvement Acquisitions along the Palm Avenue frontage of Ten. TR 6007 in the Hampton Place Area include construction from Allen Road on the east to the Ten. TR 6007 westerly boundary on the west of the eastbound half of Palm Avenue (south half of the street) to its full design width complete with street excavation, paving, curb and gutter, 5.5-foot wide standard sidewalk, street lights, street signs, and a 6-foot high subdivision block wall. The general location and extent of the planned Improvement Acquisitions along the Palm Avenue frontage and along the Jenkins Road frontage of Ten. TR 6033 in the Hampton Place Area include construction of a 6-foot high subdivision block wall (with 1- to 2-foot retaining wall where necessary). Also included in the scope of Hampton Place Area Improvement Acquisitions are City of Bakersfield Water Inspection Fees and District Proponent incidental costs for design engineering, construction staking, soils analysis and testing, and general contractor supervision and overhead, all 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. GENERAL DESCRIPTION OF AD 01-1 IMPROVEMENT AND ASSESSMENT PROCEEDING INCIDENTAL WORK AND EXPENSE The total cost proposed to be financed by AD 01-1 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 01-1 proceedings and to the issuance and sale of bonds to finance the total assessed cost not paid by the property owners and/or not paid by public agency contributions are also proposed to be financed by AD O 1-1. The incidental costs and expenses proposed to be funded by AD O 1-1 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 incidental 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 Commission Rule 15c2-12 for continuing disclosure requirements, as may be applied to any AD 01-1 bonds issued by the City; B. The payment and/or reimbursement to the City and to the District Proponents of 1) all eligible sums under the Streets and Highways 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 01-1 Acquisition Agreements advanced by the District Proponents, including all costs advanced for the preparation of construction plans for the Improvement Acquisitions; and 29a6oFertt II-4 siz2io~ C. The funding of not to exceed one (1) year's capitalized interest on any bonds issued in the amount of the unpaid assessments, where said bonds are to be issued pursuant to the Municipal Code and to the Improvement Bond Act of 1915, being Division 10 of the Streets and Highways Code ("the 1915 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 of Assessment District Administration Cost and Expenses." The purpose of the proposed $50.00 annual assessment is to pay costs incurred by the City and not otherwise reimbursed, which result 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. 29460Fer11 I I-5 5/22/01 ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO.O1-1 (MING AT ALLEN/MOUNTAIN VISTA DRIVE/HAMPTON PLACE) SECTION III PROPOSED ASSESSMENT OF ESTIMATED IMPROVEMENT ACQUISITION COSTS AND EXPENSES REPORT REQUIREMENTS On February 14, 2001, the City Council, pursuant to the provisions of the Municipal Code and of the 1913 Act, adopted its Resolution of Intention No. 1236 declazing its intention 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 (f) of Section 10204 of the Streets and Highways Code. The Subdivision (~ declaration provides for the levy of an annual assessment upon each of the pazcels of land in AD O l -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. 1236 further declares that the lands within the exterior boundazies shown on the AD 01-1 Boundary Map shall be designated CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO.Ol-1 COUNTY OF KERN, STATE OF CALIFORNIA (MING AT ALLEN/MOUNTAIN VISTA DRIVE/HAMPTON PLACE) Resolution of Intention No. 1236 appointed the City Public Works Director as the Engineer of Work for AD 01-1 and directed him to make and file the report ("Engineer's Report") required by Section 10204 of the Streets and Highways Code. The Engineer's Report requirements set forth in Section 10204 of the Streets and Highways Code are summarized in Section I of this report under the subsection entitled "Engineer's Report Submittal Statement." Reference is made to Resolution of Intention No. 1236 and to the general description of the improvements proposed to be acquired and/or constructed, as presented in Section II of this Engineer's Report, for more detailed information on the declared intention of the City Council for conduct of the AD 01-1 assessment proceedings. 29a6oFerlu III-1 siz2io ~ PROPOSED ASSESSMENT OF ESTIMATED IMPROVEMENT ACQUISITION COSTS AND EXPENSES NOW, THEREFORE, I, Jacques R. LaRochelle, the duly appointed Engineer of Work for AD O 1-1, by virtue of the power vested in me under the Municipal Code and under the 1913 Act and the order of the City Council, as set forth in Resolution of Intention No. 1236, hereby make the following assessment to cover the portion of the estimated cost of the acquisition and/or construction of improvements and the costs and expenses incidental thereto to be paid by AD 01-1: 1. The amount to be paid by ADO 1-1 for the acquisitionand/or 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 NO.O1-1 (MING AT ALLEN/MOUNTAIN VISTA DRIVE/HAMPTON PLACE) Assessment Amount As Preliminarily Approved 4/25/01 A. Acquisition Cost of Improvements, Contingency . and Incidental Expense by Community Area (Exhibit B, Table B-I, Items 1-4) 1. Ming at Allen Area 2. Mountain Vista Drive Area 3. Hampton Place Area 4. Subtotal Acquisition Cost B. Payoff of Existing AD 96-2 Assessments (Table B-I, Item 5) C. Subtotal D. Assessment Proceeding Cost and Expense (Table B-I, Item 7) E. Subtotal F. Deduct Contributions and Cash Collections G. Subtotal Cost to l9l 5 Act Bond Financing $ 926,113.00 $ 328,987.00 $ 73 8,3 82.00 $ 1,993,482.00 $ 0.00 $ 1,993,482.00 $ 199,643.00 $ 2,193,125.00 $ 0.00 $ 2,193,125.00 Assessment Amount As Confirmed 6/13/01 $ 926,113.00 $ 328,987.00 $ 738,382.00 $ 1,993,482.00 $ 0.00 $ 1,993,482.00 $ 199,643.00 $ 2,193,125.00 $ 0.00 $ 2,193, l 25 AO 29460Ferlll III-2 si2zio i Assessment Amount As Preliminarily Approved 4/25/01 H. 1915 Act Bond Issuance Cost and Reserve (Table B-I, Item 11) 1. Bond Discount $ 35,000.00 2. Capitalized Bond Issue Interest $ 21,875.00 3. Bond Reserve Fund $ 250.000.00 4. Subtotal 1915 Act Bond Issuance Cost & Reserve $ 306,875.00 I. Total Amount Assessed (Table B-I, Item 12) $ 2,500,000.00 1. Ming at Allen Area $ ],161,426.35 2. Mountain Vista Drive Area $ 412,578.34 3. Hampton Place Area $ 925,995.31 Assessment Amount As Confirmed 6/13/01 $ 35,000.00 $21,875.00 $ 250.000.00 $ 306,875.00 $ 2,500,000.00 $ 1,161,426.35 $ 412,578.34 $ 925,995.31 A detailed breakdown of the itemized costs for the acquisition and/or construction 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. 1236, I have assessed the total amount of the cost of the acquisition and/or 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 O 1-1 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 01-1 Assessment Diagram. Each subdivision of land assessed is described within the Assessment Roll by reference to its parcel number as shown on the Assessor's Maps of the County of Kern for the fiscal year 2001/2002, or by reference to maps and deeds of record on file in the office of the County Recorder of said County. For a more particular 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 O 1-1, 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 01-1 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. For a more particular description of the AD 01-1 exterior boundaries, reference is made to the AD 01-1 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. 29460FerI11 III-3 5/22/01 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 stat~nent of a proposed maximum annual assessment upon each parcel and subdivision of land in AD;O1-1, in the amount of $50.00. r 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 sepazate from and in addition to any fee chazged to property owners in AD 01-1 by the City, pursuant to Sections 8682 and 8682.1 of the Streets and Highways Code. [Remainder of page intentionally left blank] 29460FerlI1 III-4 sizzio ~ BOND DECLARATION NOTICE IS HEREBY GIVEN, that pursuant to Resolution of Intention No. 1236 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 exceedtwenty-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 ADO 1-1 proceedings includes an incidental expense to cover the estimated cost of preparing, printing, registering, servicing, and collecting the improvement bonds proposed to be issued pursuant to the 1915 Act to represent any unpaid assessments. This AD 01-1 Engineer's Report was filed in the office of the City Clerk on April 13, 2001, for preliminary approval on April 25, 2001, pursuant to City Council Resolution No. 050-O1. This Engineer's Report was filed with the City Clerk on June 1, 2001, for final consideration and approval by the City Council on June 13, 2001. The proposed AD 01-1 "final" assessment amount is shown in the preceding "Statement of Total Assessment" in Engineer's Report Section III on pages III-2 and III-3, under the "Assessment Amount as Confirmed 6/13/01" column, and the individual parcel proposed "final" assessment amounts are shown in Exhibit A, Assessment Roll, under the "Confirmed Assessment Amount" column. Pursuant to the finding of the AD O 1-1 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 01-1 Engineer's Report be approved by the City Council as the Final Report, that the parcel assessments shown herein be levied, and that the proposed improvements and/or acquisitions financed by AD O 1-1 be ordered. ,i~ac R. LaRochel]e, Interim Public Works Director a ngineer of Work, City of Bakersfield, Assessment District No. 01-1 29460Fer111 III-5 sn2ioi ASSESSMENT NUMBER 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 48 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 EXHIBIT A ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 01-1 COUNTY OF KERN, STATE OF CALIFORNIA ASSESSMENT ROLL \SSESSOR'S TAX NUMBER (ATN) I PERTY DESCRIPTION PROPERTY OWNER REMAINDER OF PCL B OF LLA P00-0890 TRACT N0.5957 UNIT ONE; LOT 1 TRACT N0.5957 UNIT ONE; LOT 2 TRACT N0.5957 UNIT ONE; LOT 3 TRACT N0.5957 UNIT ONE; LOT 4 TRACT N0.5857 UNIT ONE; LOT 5 TRACT N0.5857 UNIT ONE; LOT 8 TRACT N0.5957 UNIT ONE; LOT 7 TRACT N0.5857 UNIT ONE; LOT 8 TRACT N0.5957 UNIT TWO; LOT 1 TRACT N0.5957 UNIT TWO; LOT 2 TRACT N0.5957 UNIT TWO; LOT 3 TRACT N0.5957 UNIT TWO; LOT 4 TRACT N0.5957 UNIT TWO; LOT 5 TRACT N0.5957 UNIT TWO; LOT 6 TRACT N0.5957 UNIT TWO; LOT 7 TRACT N0.5957 UNIT TWO; LOT 8 TRACT N0.5957 UNIT TWO; LOT 8 TRACT N0.5957 UNIT TWO; LOT 10 TRACT N0.5957 UNIT TWO; LOT 11 TRACT N0.5957 UNIT TWO; LOT 12 TRACT N0.5957 UNIT TWO; LOT 13 TRACT N0.5957 UNIT TWO; LOT 14 TRACT N0.5957 UNIT TWO; LOT 15 TRACT N0.5957 UNIT TWO; LOT 16 TRACT NO. 5957 UNIT TWO; LOT 17 TRACT N0.5957 UNIT TWO; LOT 16 TRACT N0.5957 UNIT TWO; LOT 19 TRACT N0.5957 UNIT TWO; LOT 20 TRACT N0.5957 UNIT TWO; LOT 21 TRACT N0.5957 UNIT TWO; LOT 22 TRACT N0.5957 UNIT TWO; LOT 23 TRACT N0.5857 UNIT TWO; LOT 24 TRACT N0.5957 UNIT TWO: LOT 25 TRACT N0.5957 UNIT TWO; LOT 26 TRACT N0.5857 UNIT TWO; LOT 27 TRACT N0.5857 UNIT TWO; LOT 28 TRACT N0.5957 UNIT TWO; LOT 29 TRACT N0.5957 UNIT TWO: LOT 30 TRACT N0.5957 UNIT TWO; LOT 31 TRACT N0.5957 UNIT TWO; LOT 32 TRACT N0.5957 UNIT TWO; LOT 33 TRACT N0.5957 UNIT TWO; LOT 34 TRACT N0.5957 UNIT TWO; LOT 35 TRACT NO.5857 UNIT TWO; LOT 36 TRACT NO.5957 UNIT TWO; LOT 37 TRACT NO.5957 UNIT TWO; LOT 38 TRACT N0.5957 UNIT TWO; LOT 39 TRACT NO.5957 UNIT TWO; LOT 40 TRACT N0.5957 UNIT TWO; LOT 41 TRACT N0.5957 UNIT TWO; LOT 42 TRACT N0.5957 UNIT TWO; LOT 43 TRACT NO. 5857 UNIT TWO; LOT 44 TRACT N0.5957 UNIT TWO; LOT 45 TRACT NO. 5957 UNIT TWO; LOT 46 TRACT N0.5857 UNIT TWO; LOT 47 TRACT N0.5957 UNIT TWO; L0T48 TRACT N0. 5957 UNIT TWO; LOT 49 TRACT NO. 6008 "PHASE 1 "; LOT 1 TRACT NO.6008 "PHASE 1"; LOT 2 TRACT N0.6008 "PHASE 1"; LOT 3 TRACT N0.6008 "PHASE 1"; LOT 4 TRACT NO. 6008 "PHASE 1"; LOT 5 TRACT NO. 6008 "PHASE i"; LOT 6 TRACT NO. 6008 "PHASE 1"; LOT 7 TRACT NO. 6008 "PHASE 1"; LOT 8 TRACT NO.6008 "PHASE 1"; LOT 9 TRACT NO.6008 "PHASE 1"; LOT 10 TRACT NO.6008 "PHASE 1"; LOT 11 TRACT NO.6008 "PHASE 1"; LOT 12 TRACT NO.8008 "PHASE 1"; LOT 13 TRACT NO.6008 "PHASE 1"; LOT 14 TRACT N0.6008 "PHASE 1"; LOT 15 TRACT NO. 8008 "PHASE 1"; LOT 16 TRACT NO.6008 "PHASE 1"; LOT 17 COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LlC COMMUNITIES AT RIVER OAKS, LlC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC COMMUNITIES AT RIVER OAKS, LLC CAMPUS PARK, LLC CAMPUS PARK, LLC CAMPUS PARK, LLC CAMPUS PARK, LlC CAMPUS PARK, LLC CAMPUS PARK, LLC CAMPUS PARK, llC CAMPUS PARK, LLC CAMPUS PARK, LLC CAMPUS PARK, LLC CAMPUS PARK, LLC CAMPUS PARK, LLC CAMPUS PARK, LLC CAMPUS PARK, LlC CAMPUS PARK, LLC CAMPUS PARK, LLC CAMPUS PARK, LLC ASSESSMENT ASSESSMENT 5863,401.93 54,877.82 54,877.62 6a,8n.62 64,877.62 54,877.62 54,877.62 54.877.62 64.877.83 64.877:62 64,6n.62 sa,en.62 64,877.82 s4,sn.62 54,877.62 64,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 6a,an.sz 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.82 54,877.62 Sa,en.sz 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.69 53,354.30 53,354.30 53,354.30 53,354.30 53,354.30 53,354.30 53,354.30 53,354.30 53,354.30 53,354.30 53.354.30 63,354.30 53,354.30 33.354.30. 33.354.30 63,354.30 53,354.30 5883,401.93 54,877.62 Sa,fin.sz 54,877.62 54,677.62 54,877.82 54,877.62 54,877.62 54,877.63 54,877.62 54,877.62 54,877.62 54,877.62 Sa,8n.62 54,877.62 54,877.62 sa,an.sz 54,877.62 sa,8n.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.82 54,877.62 Sa,6n.s2 Sa,sn.sz 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54.877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.62 54,877.69 53,354.3 53,354.30 53,354.30 53,354.30 53,354.30 53,354.30 /` 53,354.30 53,354.30 53,354.30 53,354.30 53.354.30 53,354.30 53.354.30 53,354.30 53.354.30 53.354.30 53,354.30 29460EXA A-1 05/21/2001 EXHIBIT A ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO.O7-1 COUNTY OF KERN, STATE OF CALIFORNIA ASSESSMENT ROLL ASSESSMENT NUMBER NUMBER(ATN)/ PROPERTY DESCRIPTION PROPERTY OWNER ASSESSMENT AMOUNT ASSESSMENT AMOUNT 76 TRACT N0.6008 "PHASE 1"; LOT 18 CAMPUS PARK, LLC 53,354.30 53,354.30 77 TRACT N0.6008 "PHASE 1"; LOT 18 CAMPUS PARK, LLC 53,354.30 53,354.30 78 TRACT NO.6006 "PHASE 1"; LOT 20 CAMPUS PARK, LLC 53,354.30 53,354:30 79 TRACT N0.6008 "PHASE 1"; LOT 21 CAMPUS PARK, LLC 53,354,30 53,354.30 BO TRACT NO.8006 "PHASE 1"; LOT 22 CAMPUS PARK, LLC 53,354.30 53,354,30 81 TRACT N0.8008 "PHASE 1"; LOT 23 CAMPUS PARK, LLC 53,354.30 53,354.30 82 TRACT N0.8008 "PHASE 1"; L0T24 CAMPUS PARK, LLC 53,$,54,30 53,354.30 83 TRACT N0.6008 "PHASE 1"; LOT 25 CAMPUS PARK, LLC 53,354.30 53,354,30 84 TRACT N0.6008 "PHASE 1"; LOT 26 CAMPUS PARK, LLC 53,354.30 53,354.30 85 TRACT N0.6008 "PHASE 1"; LOT 27 CAMPUS PARK, LLC 53,354.30 53,354.30 86 TRACT N0.6008 "PHASE 1"; LOT 28 CAMPUS PARK, LlC 53,354.30 53,354.30 87 TRACT N0. 6008 "PHASE 1"; LOT 29 CAMPUS PARK, LlC 53,354:30 53,354.30 BB TRACT NO.8008 "PHASE 1"; L0T30 CAMPUS PARK, LLC 53,354.30 53,354.30 89 TRACT N0.6006 "PHASE 1"; LOT 31 CAMPUS PARK, LLC 53,354.30 53,354.30 90 TRACT N0.6008 "PHASE 1"; LOT 32 CAMPUS PARK, LLC 53,354.30 53,354.30 91 TRACT NO.6006 "PHASE 1"; LOT 33 CAMPUS PARK, LLC 53,354.30 53,354.30 92 TRACT NO.8006 "PHASE 1"; LOT 34 CAMPUS PARK, LLC 53,354.30 53,354.30 93 TRACT N0.6008 "PHASE 1"; LOT 35 CAMPUS PARK, LLC 53,354.30 53,354.30 94 TRACT N0.8008 "PHASE 1"; LOT 36 CAMPUS PARK, LLC 53,354.30 53,354.30 95 TRACT NO.6008 "PHASE 1"; LOT 37 CAMPUS PARK, LLC 53,354.30 53,354.30 96 TRACT N0.8008 "PHASE 1"; LOT 38 CAMPUS PARK, LLC 53,354.30 53,354,30 97 TRACT N0.6008 "PHASE 1"; LOT 39 CAMPUS PARK, LLC 53,354.30 53,354.30 98 TRACT NO.6008 "PHASE 1"; LOT 40 CAMPUS PARK, LLC 53,354.30 53,354.30 99 TRACT N0.8008 "PHASE 1"; LOT 41 CAMPUS PARK, LLC 53,354.30 53,354.30 100 TRACT N0.6008 "PHASE 1"; LOT 42 CAMPUS PARK, LLC 53,354.30 53,354.30 101 TRACT NO.6008 "PHASE 1"; LOT 43 CAMPUS PARK, LLC 53,354.30 53,354.30 102 TRACT N0.6008 "PHASE 1"; L0T44 CAMPUS PARK, LLC 53,354.30 53,354.30 103 TRACT N0.6008 "PHASE 1"; L0T45 CAMPUS PARK, LLC 53,354.30 53,354.30 104 TRACT N0.6008 "PHASE 1"; LOT 46 CAMPUS PARK, LLC 53,354.30 53,354.30 105 TRACT NO.6008 "PHASE 1"; LOT 47 CAMPUS PARK, LlC 53,354.30 53,354.30 106 TRACT N0. B008 "PHASE 1"; LOT 48 CAMPUS PARK, LLC 53,354.30 53,354.30 107 TRACT N0.8008 "PHASE 1"; LOT 49 CAMPUS PARK, LLC 53,354.30 53,354.30 108 TRACT N0.6006 "PHASE 1"; LOT 50 CAMPUS PARK, LLC 53,354.30 53,354.30 109 TRACT NO.8008 "PHASE 1"; LOT 51 CAMPUS PARK, LLC 53,354,30 53,354.30 110 TRACT N0.6006 "PHASE 1"; LOT 52 CAMPUS PARK, LLC 53,354.30 53,354.30 111 TRACT N0.6006 "PHASE 1"; LOT 53 CAMPUS PARK, LLC 53,354.30 53,354.30 112 TRACT N0.600B "PHASE 1"; L0T54 CAMPUS PARK, LLC 53,354.30 53,354.30 113 TRACT N0.6008 "PHASE 1"; LOT 55 CAMPUS PARK, LLC 53,354.30 53,354.30 114 TRACT N0.6008 "PHASE 1"; LOT 56 CAMPUS PARK, LLC 53,354.30 53,354.30 115 TRACT NO.6008 "PHASE 1"; LOT 57 CAMPUS PARK, LLC 53,354.30 53,354.30 116 TRACT N0.6008 "PHASE 1";1OT58 CAMPUS PARK, LLC 53,354.30 53,354.30 117 TRACT NO. 6006 "PHASE 1"; LOT 59 CAMPUS PARK, LLC 53,354.30 53,354.30 118 TRACT NO. 6008 "PHASE 1"; LOT 60 CAMPUS PARK, LLC 53,354.30 53,354.30 119 TRACT NO.6006 "PHASE 1"; LOT 61 CAMPUS PARK, LLC 53,354.30 53,354,30 120 TRACT NO. 6008 "PHASE 1"; L0T62 CAMPUS PARK, LLC 53,354.30 53,354.30 121 TRACT NO. 6008 "PHA$E 1"; LOT 63 CAMPUS PARK, LLC 53,354.30 53,354.30 122 TRACT NO. 6008 "PHASE 1"; LOT 64 CAMPUS PARK, LLC 53,354.30 53,354.30 123 TRACT N0.6008 "PHASE 1"; LOT 65 CAMPUS PARK, LLC 53,354.30 53,354.30 124 TRACT NO. 6008 "PHASE 1"; LOT 66 CAMPUS PARK, LLC 53,354.30 53;354.30 125 TRACT NO.6008 "PHASE 1"; LOT 67 CAMPUS PARK, LLC 53,354.30 53,354.30 126 TRACT N0.6008 "PHASE 1"; LOT 68 CAMPUS PARK, LLC 53,354.00 53,354.00 127 TRACT N0.6008 "PHASE 1"; LOT 69 CAMPUS PARK, LLC 5184,486.24 5184,486.24 128 495-010.24-00-1 / PM 8392; PCL 1 HAMPTON PLACE, LLC 572,155.47 572,155.47 129 495-010.25-00-4 / PM 8392; PCL 2 HAMPTON PLACE, LLC 572,155.47 572,155.47 130 TRACT N0.6007 UNIT ONE; LOT 1 HAMPTON PLACE, LLC 56,012.96 56,012.96 131 TRACT N0.6007 UNIT ONE; LOT 2 HAMPTON PLACE, LLC 56,012.86 56,012.96 132 TRACT N0.6007 UNIT ONE; LOT 3 HAMPTON PLACE, LLC 56,012.86 56,012.96 133 TRACT NO. 6007 UNIT ONE; LOT 4 HAMPTON PLACE, LLC 56,012.96 56,012.96 134 TRACT N0.6007 UNIT ONE; LOT 5 HAMPTON PLACE, LLC 56,012.96 56,012.96 135 TRACT NO. 6007 UNIT ONE; LOT 6 HAMPTON PLACE, LLC 56,012.96 56,012.96 136 TRACT N0.6007 UNIT ONE; LOT 7 HAMPTON PLACE, LLC 56,012.98 56,012.96 137 TRACT NO.6007 UNIT ONE; LOT 8 HAMPTON PLACE, LLC 56,012.96 56,012.96 138 TRACT NO. 8007 UNIT ONE; LOT 9 HAMPTON PLACE, LlC 56,012.96 56,012.96 139 TRACT NO. 8007 UNIT ONE; LOT 10 HAMPTON PLACE, LLC 56,012.96 56,012.96 140 TRACT NO.6007 UNIT ONE; LOT 11 HAMPTON PLACE, LLC 56,012.96 56,012.96 141 TRACT N0.8007 UNIT ONE; LOT 12 HAMPTON PLACE, LLC 56,012.96 56,012.96 142 TRACT N0.6007 UNIT ONE; LOT 13 HAMPTON PLACE, LLC 56,072.98 58,012.86 143 TRACT N0.6007 UNIT ONE; LOT 14 HAMPTON PLACE, LLC 58,012.96 56,012.86 144 TRACT N0.6007 UNIT ONE; LOT 15 HAMPTON PLACE, LLC 56,012.96 56,012.96 145 TRACT NO. 6007 UNIT ONE; LOT 16 HAMPTON PLACE, LLC 56,012.96 56,012.96 146 TRACT NO.6007 UNIT ONE; LOT 17 HAMPTON PLACE, LLC 58,012.96 56,012.96 147 TRACT NO. 6007 UNIT ONE; LOT 18 HAMPTON PLACE, LLC 58,012.96 56,012.96 148 TRACT NO. 8007 UNIT ONE; LOT 19 HAMPTON PLACE, LLC 56,012.98 56,012.96 149 TRACT N0.6007 UNIT ONE; LOT 20 HAMPTON PLACE, LLC 56,012.86 56,012.96 150 TRACT NO. 6007 UNIT ONE; LOT 21 HAMPTON PLACE, LLC 56,012.98 56,012.96 29460EXA A-2 05/21 /2001 EXHIBIT A ENGINEER'S REPORT CITY OF BAKERSFIEID ASSESSMENT DISTRICT N0.01-1 COUNTY OF KERN, STATE OF CALIFORNIA ASSESSMENT ROLL ASSESSMENT NUMBER ASSESSMENT I ASSESSMENT IMBER PROPERTY DESCRIPTION PROPERTY OWNER I AMOUNT I AMOUNT 151 TRACT NO. 8007 UNIT ONE; LOT 22 HAMPTON PLACE, LLC 28,012.96 16,012.96 152 TRACT N0.6007 UNIT ONE; LOT 23 HAMPTON PLACE, LLC 56,012.96 16,012.96 153 TRACT N0.8007 UNIT ONE; LOT 24 HAMPTON PLACE, LLC 56,012.96 56,012.96 154 TRACT N0.6007 UNIT ONE; LOT 25 HAMPTON PLACE, LLC 56,012.96 56,012.96 155 TRACT N0.8007 UNIT ONE; LOT 26 HAMPTON PLACE, LLC 56,012.98 56,012.96 156 TRACT N0.6007 UNIT ONE; LOT 27 HAMPTON PLACE, LLC 18,012.98 58,012.86 157 TRACT N0.8007 UNIT ONE; LOT 28 HAMPTON PLACE, LLC 18,012.98 58,012.96 158 TRACT N0.6007 UNIT ONE; LOT 29 HAMPTON PLACE, LLC 58,012.98 56,012.96 159 TRACT N0.6007 UNIT ONE; LOT 30 HAMPTON PLACE, LLC 18,012.98 58,012.96 160 TRACT N0.6007 UNIT ONE; LOT 31 HAMPTON PLACE, LLC 58,012.98 18,012.96 161 TRACT N0.6007 UNIT ONE; LOT 32 HAMPTON PLACE, lLC 18,012.98 56,012.96 162 TRACT N0.6007 UNIT ONE; LOT 33 HAMPTON PLACE, LLC 18,012.98 56,012.96 163 TRACT N0.8007 UNIT ONE; LOT 34 HAMPTON PLACE, LLC 58,012.98 56,012.96 164 TRACT N0.6007 UNIT ONE; LOT 35 HAMPTON PLACE, LLC 56,012.96 56,012.96 165 TRACT N0.6007 UNIT ONE; LOT 36 HAMPTON PLACE, LLC 56,012.96 56,012.96 166 TRACT N0.6007 UNIT ONE; LOT 37 HAMPTON PLACE, LlC 56,012.98 56,012.96 167 TRACT N0.8007 UNIT ONE; LOT 38 HAMPTON PLACE, LLC 56,012.96 56,012.96 168 TRACT N0.6007 UNIT ONE; LOT 39 HAMPTON PLACE, LLC 56,012.86 56,012.86 169 TRACT N0.6007 UNIT ONE; LOT 40 HAMPTON PLACE, LLC 56,012.96 56,012.96 170 TRACT N0.6007 UNIT ONE; l0T 41 HAMPTON PLACE, LLC 50.00 50.00 171 TRACT N0.6007 UNIT ONE; LOT 42 HAMPTON PLACE, LLC 56,012.96 56,012.96 172 TRACT N0.6007 UNIT ONE; LOT 43 HAMPTON PLACE, LLC 56,012.96 56,012.86 173 TRACT N0.6007 UNIT ONE; LOT 44 HAMPTON PLACE, LLC 56,012.96 56,012.96 174 TRACT N0.6007 UNIT ONE; lOT 45 HAMPTON PLACE, LLC 56,012.96 56,012.96 175 TRACT NO.8007 UNIT ONE; LOT 46 HAMPTON PLACE, LLC 56,012.96 56,012.96 176 TRACT N0.6007 UNIT ONE; LOT 47 HAMPTON PLACE, LLC 56,012.96 56,012.96 177 TRACT N0.6007 UNIT ONE; lOT 48 HAMPTON PLACE, LLC 56,012.96 56,012.96 178 TRACT N0.6007 UNIT ONE; LOT 49 HAMPTON PLACE, LLC 56,012.96 56,012.96 179 TRACT N0.6007 UNIT ONE; LOT 50 HAMPTON PLACE, LLC 56,012.96 56,012.96 180 TRACT N0.6007 UNIT ONE; LOT 51 HAMPTON PLACE, LLC 56,012.96 56,012.96 181 TRACT N0.6007 UNIT ONE; LOT 52 HAMPTON PLACE, LLC 56,012.78 56,012.78 182 TRACT N0.6007 UNIT ONE; LOT 53 HAMPTON PLACE, LlC 50.00 50.00 183 TRACT N0.6007 UNIT ONE; LOT 54 HAMPTON PLACE, LLC 5188,362.81 5168,362.81 184 TRACT N0.8007 UNIT ONE; LOT 55 HAMPTON PLACE, LLC 5306,660.78 5306,660.78 MING AT ALLEN AREA TOTAL (Assessment Nos. 1 through 58): MOUNTAIN VISTA DRIVE AREA TOTAL (Assessment Nos. 59 through 127): 51,161,426.35 51,181,426.35 5ZZ-(~~b. ZZ.C, 5412,578.3a 5412,578.34 3q ~(- bl o - ! ~C~ TOTAL AMOUNT ASSESSED: 52,800,000.00 52,500,000.00 ' (Zgt ~2°I " NOTES: 72 I~~~~V 1 ~~~I~°t)~~ Z~I C~ 1. PARCEL MAP N0. 8392 (PM 8392) WAS FILED FEBRUARY 27, 1989, IN BOOK 37 OF PARCEL MAPS, AT PAGES 189 AND 190, IN THE OFFICE OF THE COUNTY RECORDER OF THE COUNTY OF KERN (K.C.RJ• t: l Z(p0~b'~r I .~f~ a$ge`tio-L 2. A CERTIFICATE OF COMPLIANCE FOR LOT LINE ADJUSTMENT NO. P00-0690 (LLA P00-0690) WAS R ~~RDEg2(~n~5(?~ 'yfo a`Iq'''°~~`~ FEBRUARY 2, 2001, AS DOCUMENT NO. 0201014494 OF OFFICIAL RECORDS, IN THE OFFICE OF THE~COUNTY y y 5bio2i RECORDER OF THE COUNTY OF KERN. r Z(oQ'Slo ~' ~~ 9 ~ ~i~ , ~~ 3. TRACT N0.5857 UNIT ONE WAS RECORDED FEBRUARY 9, 2001, IN BOOK 46 OF MAPS, AT PAGES 149 AND 150, K.C.R. ' 4. TRACT N0. 5957 UNIT TWO WAS RECORDED APRIL 27, 2001, IN BOOK 46 OF MAPS, AT PAGES 198 AND 199, K.C.R. ~ ~~L} ~ j1~s ~}z ,~ 5. TRACT NO. 6007 UNIT ONE WAS RECORDED , 2001, IN BOOK _ OF MAPS, AT PAGES _ THROUGH _, K.C.R. 6. TRACT NO. 6008 "PHASE 1"WAS RECORDED , 2001, IN BOOK _ OF MAPS, AT PAGES _ THROUGH _, K.C.R 7. SUBDIVISIONS LISTED ABOVE IN NOTES 2 THROUGH 6 WERE RECORDED AFTER DECEMBER 31, 2000, AND THEREFORE, THE PARCEL/LOT CONFIGURATIONS CREATED BY THOSE PARCEL SUBDIVISIONS WILL NOT APPEAR ON THE ASSESSOR'S ROLL FOR THE 2001/2002 TAX YEAR. THEREFORE, THE ASSESSMENT DISTRICT NO. 01-1 ASSESSMENT INSTALLMENT AMOUNTS FOR THE 2001/2002 TAX YEAR WILL BE BILLED ON THE EXISTING ASSESSOR'S TAX NUMBERS (ATNs) COVERING ASSESSMENT NUMBERS 1 THROUGH 1851N THE FOLLOWING MANNER: THE TOTAL COMBINED 2001/2002 TAX YEAR AMOUNT FOR ASSESSMENT DISTRICT NO. 01-1 ASSESSMENT NOS. 1 THROUGH 58 WILL BE BILLED TO ATN 522A10-22-0¢2; THE TOTAL COMBINED TAX YEAR 2001/2002 AMOUNT FOR ASSESSMENT DISTRICT NO. Ot-1 ASSESSMENT NOS. 58 THROUGH 127 WILL BE BILLED TO ATN 384-010.68-00-3; THE TOTAL TAX YEAR 2001/2002 AMOUNT FOR ASSESSMENT DISTRICT N0. Ot-1 ASSESSMENT NOS. 128 AND 129 WILL BE BILLED TO ATNs 495-010.24-00-1 AND 495.010.25.00-4, RESPECTIVELY; AND THE TOTAL COMBINED TAX YEAR 2001/2002 AMOUNT FOR ASSESSMENT DISTRICT NO. 01-1 ASSESSMENT NOS. 130 THROUGH 185 WILL BE BILLED TO ATNs 495A10.20~00-9, 495-010.21.00.2, AND 495-010.23.00.8 IN DIRECT PROPORTION TO THEIR AREAS SHOWN ON THE KERN COUNTY .ASSESSOR'S MAP FILED IN BOOK 495 AT PAGE 01. PREPARED BY: WILSON & ASSOCIATES FRESNO, CALIFORNIA APPROVED BY: 29460EXA ~~ v_~'O~ `j v w N0.23269 A-3 ~ EXP.12/31/Ol DATE: 5 2's ~ '~ e` 1 t 05/21 /2001 CM1- '~I ,- l J I ~ I'~, ~ ENGINEER S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO.Ol-1 (MINE AT ALLEN/MOUNTAIN VISTA DRIVE/HAMPTON PLACE) ~ , I I XHIBIT B ' TABLE B-I ENGINEER'S ESTIMATE OF TOTAL COST AND ASSESSMENT } TABLES B-II ENGINEER'S ITEMIZED ESTIMATE OF IMPROVEMENT I , 1 . ACQUISITION.COST- ~ ~ TABLE B-II-A SUMMARY OF MINE AT ALLEN AREA, MOUNTAIN VISTA DRIVE AREA, AND HAMPTON PLACE-AREA .IMPROVEMENTS TO BE ACQUIRED T E B- - ABL II B MINE AT ALLEN AREA IMPROVEMENTS TO ~ - ~ BE AC UIRED Q , TABLE B-II-C M TAIN OUN VISTA DRIVE AREA IMPROVEMENTS TO BE ACQUIRED TABLE B-II-D HAMPTON PLACE AREA IMPROVEMENTS TO BE ACQUIRED TABLE B-III PAYOFF CALCULATION FOR ASSESSMENT DISTRICT 1 NO.96-2 ASSESSMENT N0.18 (PAYOFF COST PAID BY PROPERTY OWNERS PRIOR TO CONFIRMATION OF ASSESSMENT DISTRICT NO.Ol-1 AND NOT ` ] _~ FINANCED BY ASSESSMENT .DISTRICT NO.Ol-1) ~ `~ '~ '~ EXHIBIT B TABLE B-I ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 01-1 COUNTY OF KERN, STATE OF CALIFORNIA ENGINEER'S ESTIMATE OF TOTAL COST AND ASSESSMENT PRELIMINARY CONFIRMED j ACTIVITY DESCRIPTION ASSESSMENT ASSESSMENT 1. MING AT ALLEN AREA IMPROVEMENT COST A. IMPROVEMENTS $720,248.00 $720,248.00 B. CONTINGENCY $72,025.00 $72,025.00 C. INCIDENTALS $133,840.00 $133,840.00 ~ D. TOTAL MING AT ALLEN AREA IMPROVEMENT COST $926,113.00 $926,113.00 ' 2. MOUNTAIN VISTA DRIVE AREA IMPROVEMENT COST A.IMPROVEMENTS $249,815.00 $249,815.00 B. CONTINGENCY $24,982.00 $24,982.00 C. INCIDENTALS $54,190.00 $54,190.00 D. TOTAL MOUNTAIN VISTA DRIVE AREA IMPROV. COST $328,987.00 $328,987.00 i~~ 3. HAMPTON PLACE AREA IMPROVEMENT COST A.IMPROVEMENTS $565,354.00 $565,354.00 B. CONTINGENCY $56,535.00 $56,535.00 C. INCIDENTALS $116,493.00 $116,493.00 /~ D. TOTAL HAMPTON PLACE AREA IMPROVEMENT COST $738,382.00 $738,382.00 ~'~ ~ 4. TOTAL COST OF IMPROVEMENTS, CONTINGENCY, AND INCIDENTALS A. IMPROVEMENTS $1,535,417.00 $1,535,417.00 B. CONTINGENCY $153,542.00 $153,542.00 C.INCIDENTALS $304,523.00 $304,523.00 D. TOTAL COST OF IMPROVEMENTS, CONTINGENCY, $1,993,482.00 51,993,482.00 AND INCIDENTALS 5. PAYOFF OF EXISTING ASSESSMENT DISTRICT N0.96-2 ASSESSMENTS A. MING AT ALLEN AREA $0.00 $0.00 B. MOUNTAIN VISTA DRIVE AREA $0.00 $0.00 C. HAMPTON PLACE AREA _ $0.00 _ $0.00 D. TOTAL PAYOFF OF EXISTING ASSESSMENT DISTRICT $0.00 $0.00 NO. 96-2 ASSESSMENTS 6.TOTAL COST OF IMPROVEMENT, CONTINGENCY, INCIDENTALS, AND ADDITIONAL FEES/COST (PAYOFFS) A. MING AT ALLEN AREA $926,113.00 $926,113.00 B. MOUNTAIN VISTA DRIVE AREA $328,987.00 $328,987.00 C. HAMPTON PLACE AREA $738,382.00 $738,382.00_ D. TOTAL COST OF IMPROVEMENTS, CONTINGENCY, 51,993,482.00 $1,993,482.00 INCIDENTALS AND ADDITIONAL FEES/COST (PAYOFFS) 2946081 B-I-1 05/21 /2001 EXHIBIT B TABLE B-I ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 01-1 COUNTY OF KERN, STATE OF CALIFORNIA ENGINEER'S ESTIMATE OF TOTAL COST AND ASSESSMENT PRELIMINARY CONFIRMED i ACTIVITY DESCRIPTION ASSESSMENT ASSESSMENT cost 7. ESTIMATED ASSESSMENT DISTRICT PROCEEDING COST AND EXPENSE A. ASSESSMENT ENGINEER $54,000.00 B. BOND COUNSEL $25,000.00 C. APPRAISAL $18,000.00 D. BOND ISSUANCE EXPENSES ~. Bond and Other Printing $12,500.00 2. Bond Administration and Registration $5,000.00 3. Legal Publications, Notices, Recording, and Mailing $3;000.00 a. Auditor's Record $5,000.00 5. CDAC, MSRB, PSA Fees $625.00 s. Disclosure Counsel $23,000.00 ~. Continuing Disclosure Compliance (First Two Years After Issue) $15,000.00 a. TOTAL BOND ISSUANCE EXPENSE $64,125.00 E. ENVIRONMENTAL APPROVAL PROCESSING $0.00 F. CITY ASSESSMENT PROCEEDING COST AND PROJECT CONSTRUCTION AND ACQUISITION ADMINISTRATION ~. City Assessment Proceeding Cost $21,628.00 2. Project Construction and Acquisition Administration $16,890.00 (1% of Improvement Cost and Contingency; Items 4.A and 4.6) 3. TOTAL CITY ASSESSMENT PROCEEDING COST AND $38,518.00 PROJECT CONSTRUCTION & ACQUISITION ADMINISTRATION G. TOTAL ESTIMATED ASSESSMENT DISTRICT $199,643.00 PROCEEDING COST AND EXPENSE $54,000.00 $25,000.00 $18,000.00 $12,500.00 $5,000.00 $3,000.00 $5,000.00 $625.00 $23,000.00 $15,000.00 $64,125.00 $0.00 $21,628.00 $16,890.00 $38,518.00 $199,643.00 H. ALLOCATION OF TOTAL ESTIMATED ASSESSMENT PROCEEDING COST AND EXPENSE TO EACH DEVELOPMENT AREA ~. MING AT ALLEN AREA 2. MOUNTAIN VISTA DRIVE AREA 3. HAMPTON PLACE AREA $92,748.26 $32,947.35 $73,947.39 $92,748.26 $32,947.35 $73,947.39 8. SUBTOTAL COST TO ASSESSMENT A. MING AT ALLEN AREA B. MOUNTAIN VISTA DRIVE AREA C. HAMPTON PLACE AREA D. SUBTOTAL COST TO ASSESSMENT $1,018,861.26 $361,934.35 $812,329.39 $2,193,125.00 $1,018,861.26 $361,934.35 $812,329.39 $2,193,125.00 9. DEDUCT CONTRIBUTIONS AND CASH COLLECTIONS TO REDUCE ASSESSMENT A. MING AT ALLEN AREA B. MOUNTAIN VISTA DRIVE AREA C. HAMPTON PLACE AREA D. TOTAL CONTRIBUTIONS AND CASH COLLECTIONS TO REDUCE ASSESSMENT $0.00 $0.00 _ $0.00 $0.00 $0.00 $0.00 _ $0.00 $0.00 2946061 B-I-2 05/21 /2001 EXHIBIT B TABLE B-I ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 01-1 COUNTY OF KERN, STATE OF CALIFORNIA ENGINEER'S ESTIMATE OF TOTAL COST AND ASSESSMENT ACTIVITY DESCRIPTION cost ASSESSMENT ASSESSMENT 10. TOTAL COST ASSESSED TO 1915 ACT BOND ISSUANCE AFTER CONTRIBUTIONS AND CASH COLLECTIONS A. MING AT ALLEN AREA B. MOUNTAIN VISTA DRIVE AREA C. HAMPTON PLACE AREA D. TOTAL COST ASSESSED TO 1915 ACT BOND ISSUANCE AFTER CONTRIBUTIONS AND CASH COLLECTIONS 11.1915 ACT BOND ISSUANCE COST AND RESERVE A. BOND DISCOUNT B. CAPITALIZED INTEREST C. BOND RESERVE FUND D. TOTAL 1915 ACT BOND ISSUANCE COST AND RESERVE E. ALLOCATION OF TOTAL 1915 ACT BOND ISSUANCE COST AND RESERVE TO EACH DEVELOPMENT AREA t. MING AT ALLEN AREA 2. MOUNTAIN VISTA DRIVE AREA 3. HAMPTON PLACE AREA 12. TOTAL AMOUNT ASSESSED (Add Lines 10.D. and 11.D.) ALLOCATION OF TOTAL AMOUNT ASSESSED TO EACH DEVELOPMENT AREA 1. MING AT ALLEN AREA 2. MOUNTAIN VISTA DRIVE AREA 3. HAMPTON PLACE AREA Note: $1,018,861.26 $1,018,861.26 $361,934.35 $361,934.35 $812,329.39 $812,329.39 $2,193,125.00 $2,193,125.00 $35,000.00 $35,000.00 $21,875.00 $21,875.00 $250,000.00 $250,000.00 $306,875.00 $306,875.00 $142,565.09 $142,565.09 $50,643.99 $50,643.99 $113,665.92 $113,665.92 $2,500,000.00 52,500,000.00 51,161,426.35 $1,161,426.35 $412,578.34 $412,578.34 $925,995.31 $925,995.31 The District Proponent for the Ming at Allen Area of Assessment District No. 01-1 paid the total amount of the Assessment District No. 96-2 Existing Assessment No. 18 payoff cost (see this Engineer's Report Exhibit 8, Table 8-lll) on January 16, 2001, and the City Finance Director n3leased the Assessment District No. 96-2 lien for the affected parcel on February 27, 2001. 2946081 B-I-3 05/21 /2001 EXHIBIT B TABLE B-II-A ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 01-1 COUNTY OF KERN, STATE OF CALIFORNIA ENGINEER'S ITEMIZED ESTIMATE OF IMPROVEMENT ACQUISITION COST SUMMARY OF MING AT ALLEN AREA, MOUNTAIN VISTA DRIVE AREA, AND HAMPTON PLACE AREA IMPROVEMENTS TO BE ACQUIRED DESCRIPTION AMOUNTS 1. MING AT ALLEN AREA (See Table B-II-B for Details) A. RIVER RUN BOULEVARD IMPROVEMENTS a. Improvements $720,248.00 b. Contingency $72,025.00 c. Incidentals $133,840.00 d. Total Ming at Allen Area (River Run Boulevard) Improvement Cost 6926,113.00 2. MOUNTAIN VISTA DRIVE AREA (See Table B-II-C for Details) A. MOUNTAIN VISTA DRIVE IMPROVEMENTS (Tract No. 6008 Frontage) a. Improvements $61,520.00 b. Contingency $6,152.00 c. Incidentals $11,814.00 d. Total Mountain Vista Drive (Tract No. 6008 Frontage) Improvement Cost $79,486.00 B. TRACT N0.6008 ON-SITE IMPROVEMENTS a. Improvements $188,295.00 b. Contingency $18,830.00 c. Incidentals $42,376.00 d. Total Tract No. 6008 On-Site Improvement Cost $249,501.00 C. TOTAL MOUNTAIN VISTA DRIVE AREA IMPROVEMENTS a. Total Mountain Vista Drive Area Improvements $249,815.00 (Add Lines 2.A.a. and 2.B.a.) b. Total Mountain Vista Drive Area Contingency $24,982.00 (Add Lines 2.A.b. and 2.B.b.) c. Total Mountain Vista Drive Area Incidentals $54,190.00 (Add Lines 2.A.c. and 2.B.c.) _ d. Total Mountain Vista Drive Area Improvement Cost $328,987.00 3. HAMPTON PLACE AREA (See Table B-II-D for Details) A. ALLEN ROAD IMPROVEMENTS a. Improvements b. Contingency c. Incidentals d. Total Allen Road Improvement Cost $244,923.00 $24,492.00 _ $52,621.00 $322,036.00 29460B2A B-II-A-1 03/26/2001 EXHIBIT B TABLE B-II-A ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 01-1 COUNTY OF KERN, STATE OF CALIFORNIA ENGINEER'S ITEMIZED ESTIMATE OF IMPROVEMENT ACQUISITION COST SUMMARY OF MING AT ALLEN AREA, MOUNTAIN VISTA DRIVE AREA, AND HAMPTON PLACE AREA IMPROVEMENTS TO BE ACQUIRED DESCRIPTION AMOUNTS B. PALM AVENUE IMPROVEMENTS (Tract No. 6007 Frontage) a. Improvements $218,581.00 b. Contingency $21,858.00 c. Incidentals $44,066.00 d. Total Palm Avenue (Tract No. 6007 Frontage) Improvement Cost $284,505.00. C. PALM AVENUE AND JENKINS ROAD IMPROVEMENTS (Tract No. 6033 Frontage) a. Improvements $101,850.00 b. Contingency $10,185.00 c. Incidentals $19,806.00 d. Total Palm Avenue and Jenkins Road (Tract No. 6033 Frontage) Improvement Cost $131,841.00 L D. TOTAL HAMPTON PLACE AREA IMPROVEMENTS a. Total Hampton Place Area Improvements $565,354.00 (Add Lines 3.A.a., 3.B.a., and 3.C.a.) b. Total Hampton Place Area Contingency $56,535.00 (Add Lines 3.A.b., 3.B.b., and 3.C.b.) c. Total Hampton Place Area Incidentals $116,493.00 (Add Lines 3.A.c., 3.B.c., and 3.C.c.) d. Total Hampton Place Area Improvement Cost ;738,382.00 4. TOTAL PROJECT IMPROVEMENTS A. IMPROVEMENTS (Add Lines 1.A.a., 2.C.a., and 3.D.a.) $1,535,417.00 B. CONTINGENCY (Add Lines 1.A.b., 2.C.b., and 3.D.b.) $153,542.00 C. INCIDENTALS (Add Lines 1.A.c., 2.C.c., and 3.D.c•) $304,523.00 D. TOTAL PROJECT IMPROVEMENT COST $1,993,482.00 Note: All improvement, contingency, and incidental cost estimates shown in this table are based on the information provided by the District Proponents and their Subdivision Engineers. 2946062A B-II-A-2 03/26/2001 EXHIBIT B TABLE B-II-B ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 01-1 COUNTY OF KERN, STATE OF CALIFORNIA ENGINEER'S ITEMIZED ESTIMATE OF IMPROVEMENT ACQUISITION COST MING AT ALLEN AREA IMPROVEMENTS TO BE ACQUIRED UNIT DESCRIPTION QUANTITY UNITS COST TOTAL A. RIVER RUN BOULEVARD IMPROVEMENTS a. GRADING Roadway Excavation 24929 CY 2.00 $49,858.00 TOTAL GRADING $49,858.00 b. STORM DRAIN IMPROVEMENTS 30" Storm Drain Line 550 LF 36.00 $19,800.00 36" Storm Drain Line 950 LF 42.00 $39,900.00 Standard Catch Basin 4 EA 1550.00 $6,200.00 36" Outlet Structure 1 EA 1900.00 $1,900.00 Standard Manhole 6 EA 1400.00 $8,400.00 TOTAL STORM DRAIN IMPROVEMENTS $76,200.00 c. WATER IMPROVEMENTS 12" Water Main 2000 LF 18.00 $36,000.00 TOTAL WATER IMPROVEMENTS $36,000.00 d. STREET IMPROVEMENTS AC Paving 2969 TN 35.00 $103,915.00' Aggregate Base 1955 CY 23.00 $44,965.00 6" Curb & Gutter 3853 LF 7.65 $29,475.00 Concrete Sidewalk (6' meand.l5.5' standard) 23500 SF 2.25 $52,875.00 Road Median 400 LF 50.00 $20,000.00 TOTAL STREET IMPROVEMENTS $251,230.00' e. MISCELLANEOUS IMPROVEMENTS Block Wall (6' high) 3537 LF 80.00 $282,960.00 Street Lights 6 EA 4000.00 $24,000.00 TOTAL MISCELLANEOUS IMPROVEMENTS $306,960.00 f. SUBTOTAL IMPROVEMENT COST $720,248.00 g. CONSTRUCTION CONTINGENCY (10%) $72,025.00 h. SUBTOTAL IMPROVEMENT COST AND CONTINGENCY $792,273.00 i. INCIDENTAL COST Design Engineering $15,000.00 Improvement Bonds $0.00 Construction Staking (3.0% of Item h) $23,768.00 Soils and Materials Testing and Report (2.0% of Item h) $15,845.00 Contractor Overhead (10.0% of Item h) $79,227.00 Plan Check $0.00 Site Inspection $0.00 Water Inspection Fee _ $0.00 __ TOTAL INCIDENTAL COST $133,840.00 j. TOTAL RIVER RUN BOULEVARD IMPROVEMENTS, 6926,113.00 CONTINGENCY, AND INCIDENTALS 29460628 B-I I-B-1 03/26/2001 EXHIBIT B TABLE B-II-B ENGINEER'S REPbRT CITY OF BAKERSFIELD ASSESSMENT DISTRICT N0.01-1 COUNTY OF KERN, STATE OF CALIFORNIA ENGINEER'S ITEMIZED ESTIMATE OF IMPROVEMENT ACQUISITION COST MING AT ALLEN AREA IMPROVEMENTS TO BE ACQUIRED i UNIT DESCRIPTION .QUANTITY UNITS COST TOTAL B. TOTAL MING AT ALLEN AREA IMPROVEMENT COST (Totals from Item A) a. IMPROVEMENTS $720,248,00 b. CONTINGENCY $72,025.00 c. INCIDENTALS $133,840.00 d. TOTAL MING AT ALLEN AREA IMPROVEMENT COST $926,113.00 Note: ! All improvement contingency and incidental cost estimates shown in this table are based on the information provided by the District Proponents and their Subdivision Engineers. i i 29460826 B-II-B-2 03/26/2001 EXHIBIT B TABLE B-II-C ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 01-1 COUNTY OF KERN, STATE OF CALIFORNIA ENGINEER'S ITEMIZED ESTIMATE OF IMPROVEMENT ACQUISITION COST MOUNTAIN VISTA DRNE AREA IMPROVEMENTS TO BE ACQUIRED DESCRIPTION UNITS TOTAL A. MOUNTAIN VISTA DRIVE IMPROVEMENTS (Tract No. 6008 Frontage) a. STREET IMPROVEMENTS AC Paving 282 TN 35.00 $9,870.00 Aggregate Base 195 CY 23.00 $4,485.00 6" Curb & Gutter 580 LF 7.65 $4,437.00 Concrete Sidewalk (5.5' standard) 3150 SF 2.25 $7,088.00 TOTAL STREET IMPROVEMENTS $25,880.00 b. MISCELLANEOUS IMPROVEMENTS Block Wall (6' high) 594 LF 60.00 $35,640.00 TOTAL MISCELLANEOUS IMPROVEMENTS $35,640.00 c. SUBTOTAL IMPROVEMENT COST $61,520.00 d. CONSTRUCTION CONTINGENCY (10%) $6,152.00 e. SUBTOTAL IMPROVEMENT COST AND CONTINGENCY $67,672.00 INCIDENTAL COST Design Engineering $3,694.00 Improvement Bonds $0.00 Construction Staking $0.00 Soils and Materials Testing and Report (2.0% of Item e) $1,353.00 Contractor Overhead (10.0% of Item e) $6,767.00 Plan Check $0.00 Site Inspection _ $0.00 TOTAL INCIDENTAL COST $11,814.00 g. TOTAL MOUNTAIN VISTA DRIVE (Tract No. 6008 Frontage) IMPROVEMENTS, CONTINGENCY, AND INCIDENTALS B. TRACT N0.8008 ON-SITE IMPROVEMENTS SEWER IMPROVEMENTS 8" Sewer Main 6" Sewer Main Standard Manhole TOTAL SEWER IMPROVEMENTS b. WATER IMPROVEMENTS 12" Water Main TOTAL WATER IMPROVEMENTS 3306 LF 14.00 876 LF 11.00 15 EA 1500.00 __ 1750 LF 18.00 $79,486.00 $46,284.00 $9,636.00 $22,500.00 $78,420.00 $31, 500.00 $31, 500.00 29460B2C B-I I-C-1 03/26/2001 EXHIBIT B TABLE B-II-C ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 01-1 COUNTY OF KERN, STATE OF CALIFORNIA ENGINEER'S ITEMIZED ESTIMATE OF IMPROVEMENT ACQUISITION COST MOUNTAIN VISTA DRIVE AREA IMPROVEMENTS TO BE ACQUIRED UNR DESCRIPTION QUANTITY UNITS COST TOTAL c. MISCELLANEOUS IMPROVEMENTS Block Wall (6' high; Tr 6008 southern bndry) 1425 LF 55.00 $78,375.00. TOTAL MISCELLANEOUS IMPROVEMENTS $78,375.00 d. SUBTOTAL IMPROVEMENT COST e. CONSTRUCTION CONTINGENCY (10%) $188,295.00 $18,830.00 f. SUBTOTAL IMPROVEMENT COST AND CONTINGENCY $207,125.00 INCIDENTAL COST Design Engineering $11,306.00 Improvement Bonds $0.00 Construction Staking (3.0% of Item f) $6,214.00 Soils and Materials Testing and Report (2.0% of Item f) $4,143.00 Contractor Overhead (10.0% of Item f) $20,713.00 Plan Check $0.00 Site Inspection $0.00 Water Inspection Fee $0.00 TOTAL INCIDENTAL COST $42,376.00 h. TOTAL TRACT N0.6008 ON-SITE IMPROVEMENTS, x249,501.00 CONTINGENCY, AND INCIDENTALS C. TOTAL MOUNTAIN VISTA DRIVE AREA IMPROVEMENT COST (Add Items A and B) a. IMPROVEMENTS $249,815.00 b. CONTINGENCY $24,982.00 c. INCIDENTALS _ $54,190.00 d. TOTAL MOUNTAIN VISTA DRIVE AREA IMPROVEMENT COST x328,987.00 Note: ~ ~ 1 ~~ ~~~~ ~~ ~ ~ ~~~A` All improvement, contingency and incidental cost estimates shown in this table are based on the information provided by the District Proponents and their Subdivision Engineers. 29460B2C B-II-C-2 03/26/2001 EXHIBIT B TABLE B-II-D ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 01-1 COUNTY OF KERN, STATE OF CALIFORNIA ENGINEER'S ITEMIZED ESTIMATE OF IMPROVEMENT ACQUISITION COST HAMPTON PLACE AREA IMPROVEMENTS TO BE ACQUIRED DESCRIPTION QUANTITY , UNITS COST I TOTAL A. ALLEN ROAD IMPROVEMENTS '~~ a. GRADING Roadway Excavation 10000 CY 2.00 $20,000.00 TOTAL GRADING $20,000.00 b. STREET IMPROVEMENTS AC Paving 2207 TN 35.00 $77,245.00 Aggregate Base 969 CY 23.00 $22,287.00 6" Curb 8~ Gutter 1088 LF 7.50 $8,160.00 Concrete Sidewalk (5.5' standard) 5984 SF 2.25 $13,464.00 Saw Cut 1325 LF 1.00 $1,325.00 TOTAL STREET IMPROVEMENTS $122,481.00 WATER IMPROVEMENTS 12" Water Main 1063 LF 18.00 $19,134.00 12" Gate Valve 3 EA 1500.00 $4,500.00 Valve Box 3 EA 282.00 $846.00 2" Water Service 1 EA 636.00 $636.00 2" Meter and Box 1 EA 166.00 $166.00 Tie-in 1 EA 600.00 $600.00 Wharf Head 1 EA 1500.00 $1,500.00 Thrust Block 1 EA 100.00 $100.00 TOTAL WATER IMPROVEMENTS _ $27,482.00 d. MISCELLANEOUS IMPROVEMENTS Street Sign 1 EA 150.00 $150.00 Street Light 2 EA 2500.00 $5,000.00 Survey Monument Encasement 2 EA 300.00 $600.00 "Warning/Reg." Sign 1 EA 150.00 $150.00 Block Wall (6' high) 1151 LF 60.00 $69,060.00 TOTAL MISCELLANEOUS IMPROVEMENTS $74,960.00 e. SUBTOTAL IMPROVEMENT COST $244,923.00 f. CONSTRUCTION CONTINGENCY (10%) $24,492.00 g. SUBTOTAL IMPROVEMENT COST AND CONTINGENCY $269,415.00 29460B2D B-II-D-1 03/26/2001 EXHIBIT B TABLE B-II-D ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 01-1 COUNTY OF KERN, STATE OF CALIFORNIA ENGINEER'S ITEMIZED ESTIMATE OF IMPROVEMENT ACQUISITION COST HAMPTON PLACE AREA IMPROVEMENTS TO BE ACQUIRED UNR DESCRIPTION QUANTITY UNITS COST TOTAL h. INCIDENTAL COST Design Engineering $11,000.00 Improvement Bonds $0.00 Construction Staking (3.0% of Item g) $8,082.00 Soils and Materials Testing and Report (2.0% of Item g) $5,388.00 Contractor Overhead (10.0% of Item g) $26,942.00 Plan Check $0.00 Site Inspection $0.00 Water Inspection Fee (4.0% of Item c, increased for Contingency) $1,209.00. TOTAL INCIDENTAL COST $52,621.00 i. TOTAL ALLEN ROAD IMPROVEMENTS, x322,036.00 CONTINGENCY, AND INCIDENTALS B. PALM AVENUE IMPROVEMENTS (Tract No. 6007 Frontage) '5~~7 a. GRADING Roadway Excavation 8000 CY 2.00 $16,000.00 TOTAL GRADING $16,000.00 b. STREET IMPROVEMENTS AC Paving 1583 TN 35.00 $55,405.00 Aggregate Base 1043 CY 23.00 $23,989.00 6" Curb & Gutter 1833 LF 7.50 $13,748.00 Concrete Sidewalk (5.5' standard) 10084 SF 2.25 $22,689.00 Saw Cut 1920 LF 1.00 $1,920.00 TOTAL STREET IMPROVEMENTS $117,751.00 c. MISCELLANEOUS IMPROVEMENTS Street Sign 1 EA 150.00 $150.00 Street Light 2 EA 2500.00 $5,000.00 Survey Monument Encasement 2 EA 300.00 $600.00 Block Wall (6' high) 1318 LF 60.00 $79,080.00 TOTAL MISCELLANEOUS IMPROVEMENTS $84,830.00 d. SUBTOTAL IMPROVEMENT COST e. CONSTRUCTION CONTINGENCY (10%) f. SUBTOTAL IMPROVEMENT COST AND CONTINGENCY $218,581.00 $21,858.00 $240,439.00 2946062D B-I I-D-2 03/26/2001 EXHIBIT B TABLE B-II-D ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 01-1 COUNTY OF KERN, STATE OF CALIFORNIA ENGINEER'S ITEMIZED ESTIMATE OF IMPROVEMENT ACQUISITION COST HAMPTON PLACE AREA IMPROVEMENTS TO BE ACQUIRED UNIT DESCRIPTION QUANTITY UNITS COST TOTAL INCIDENTAL COST Design Engineering $8,000.00 Improvement Bonds $0.00 Construction Staking (3.0% of Item f) $7,213.00 Soils and Materials Testing and Report (2.0% of Item f) $4,809.00 Contractor Overhead (10.0% of Item f) $24,044.00 Plan Check $0.00 Site Inspection $0.00 TOTAL INCIDENTAL COST $44,066.00 h. TOTAL PALM AVENUE (Tract No. 6007 Frontage) $284,505.00 IMPROVEMENTS, CONTINGENCY, AND INCIDENTALS C. PALM AVENUE AND JENKINS ROAD IMPROVEMENTS (Tract No. 6033 Frontage) a. MISCELLANEOUS IMPROVEMENTS Block Wall (6' high) 700 LF 60.00 Block Wall (6' high, with 1-2' retention) 855 LF 70.00 $42,000.00 $59,850.00 TOTAL MISCELLANEOUS IMPROVEMENTS $101,850.00 b. SUBTOTAL IMPROVEMENT COST $101,850.00 c. CONSTRUCTION CONTINGENCY (10%) $10,185.00 d. SUBTOTAL IMPROVEMENT COST AND CONTINGENCY $112,035.00 e. INCIDENTAL COST Design Engineering $3,000.00 Improvement Bonds $0.00 Construction Staking (3.0% of Item d) $3,361.00 Soils and Materials Testing and Report (2.0% of Item d) $2,241.00 Contractor Overhead (10.0% of Item d) $11,204.00 Plan Check $0.00 Site Inspection $0.00 _ TOTAL INCIDENTAL COST $19,806.00 f. TOTAL PALM AVENUE AND JENKINS ROAD (Tract No. 6033 Frontage) $131,841.00 IMPROVEMENTS, CONTINGENCY, AND INCIDENTALS 29460B2D B-II-D-3 03/26/2001 EXHIBIT B TABLE B-II-D ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT N0.01-1 COUNTY OF KERN, STATE OF CALIFORNIA ENGINEER'S ITEMIZED ESTIMATE OF IMPROVEMENT ACQUISITION COST HAMPTON PLACE AREA IMPROVEMENTS TO BE ACQUIRED UNIT DESCRIPTION QUANTITY UNITS COST TOTAL D. TOTAL HAMPTON PLACE AREA IMPROVEMENT COST (Add Items A, B, and C) a. IMPROVEMENTS $565,354.00 b. CONTINGENCY $56,535.00 c. INCIDENTALS $116,493.00 d. TOTAL HAMPTON PLACE AREA IMPROVEMENT COST 6738,382.00 Note: All improvement, contingency and incidental cost estimates shown in this table are based on the information provided by the District Proponents and their Subdivision Engineers. 29460B2D B-I I-D-4 03/26/2001 EXHIBIT B TABLE B-III ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT N0.01-1 COUNTY OF KERN, STATE OF CALIFORNIA PAYOFF CALCULATION FOR ASSESSMENT DISTRICT N0.98-2 ASSESSMENT N0.18 (PAYOFF COST PAID BY PROPERTY OWNERS PRIOR TO CONFIRMATION OF ASSESSMENT DISTRICT N0.01-1 AND NOT FINANCED BY ASSESSMENT DISTRICT N0.01-1) ASSESSMENT PAYOFF DESCRIPTION DETAILS A. ASSESSMENT DISTRICT N0.96-2 ASSESSMENT N0.18 PAYOFF CALCULATION 1. REMAINING ASSESSMENT PRINCIPAL AMOUNT (EFF. 01/01/2001): 2. PRINCIPAL AMOUNT FOR THE CURRENT TAX YEAR (2000/2001): 3. SUBTOTAL: 4. BOND CALL PREMIUM (3% OF ITEM 3): 5. ESTIMATED ADMIN. COSTS FOR LIEN RELEASE: CITY TIME (EMPLOYEE'S WAGE x TIME WORKED ) 6. BOND CALL COSTS STANDARD FEE (500.00 x SUBTOTAL / 50,000 ): COST PER BOND (3.00 x SUBTOTAL / 5,000 ): LIEN RELEASE: 7. CREDIT TO RESERVE: (a) (8.855°k x ORIGINAL ASMT LESS PREVIOUS CREDIT): 8. ADMINISTRATIVE ADJUSTMENT: 9. INTEREST DUE TO NEXT BOND CALL: 10. FINAL ASSESSMENT DISTRICT N0.96-2 ASSESSMENT NO. 18 PAYOFF COST 164,079.84 0.00 164,079.84 4,922.40 18.79 1,640.80 98.45 11.00 (16,003.25) 0.00 0.00 $154,768.03 B. TOTAL ASSESSMENT DISTRICT N0.96-2 ASSESSMENT NO. 18 PAYOFF COST $154,768.03 NOTES: (a) RESERVE FUND CREDIT BASED ON REVISED ORIGINAL ASSESSMENT: 180, 725.63 x 0.08855 = $16,003.25 (b) PAYOFF CALCULATION DATA SHOWN IS AS PROVIDED BY THE CITY FINANCE DEPARTMENT. (c) THE AMOUNTS SHOWN IN THIS TABLE REPRESENT THE TOTAL AMOUNT PAID IN ORDER TO CLEAR THE ASSESSMENT DISTRICT NO. 96-2 ASSESSMENT NO. 18 LIEN. (d) THE TOTAL PAYOFF AMOUNT HAS BEEN PAID BY PROPERTY OWNERS ON JANUARY 16, 2001, AND THE CITY FINANCE DIRECTOR RELEASED THE AD 96-2 LIEN FOR THE AFFECTED PARCEL ON FEBRUARY 27, 2001. (e) ASSESSMENT DISTRICT NO. 96-2 ASSESSMENT NO. 18 HAS BEEN SUBDIVIDED BY LOT tlNE ADJUSTMENT NO. P00-0690 AND TRACT N0. 5957 UNIT TWO, BUT SINCE THESE SUBDIVISIONS WERE RECORDED AFTER DECEMBER 31, 2000, THE NEW PARCEL CONFIGURATION WILL NOT APPEAR ON THE ASSESSOR'S ROLL FOR THE 2001/7002 TAX YEAR. THEREFORE, IN THIS TABLE THE PAYOFF DATA /S PRESENTED FOR ASSESSMENT N0. 18. 2946083 B-III-1 03/26/2001 ENGINEER' S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO.O1-1 (MING AT ALLEN/MOUNTAIN VISTA DRIVE/HAMPTON PLACE) EXHIBIT C TABLE C-I CONSOLIDATED TABULATION OF PARCEL ASSESSMENT DATA TABLE C-II-A DETAILS OF MING AT ALLEN AREA ESTIMATED ASSESSMENT REALLOCATIONS FOR PROPOSED DEVELOPMENT PER CITY CODE SECTION 13.08.070 TABLE C-II-B DETAILS OF MOUNTAIN VISTA DRIVE AREA ESTIMATED ASSESSMENT REALLOCATIONS FOR PROPOSED DEVELOPMENT PER CITY CODE SECTION 13.08.070 TABLE C-II-C DETAILS OF HAMPTON PLACE AREA ESTIMATED ASSESSMENT REALLOCATIONS FOR PROPOSED DEVELOPMENT PER CITY CODE SECTION 13.08.070 TABLE C-III-A DETAILS OF MING AT ALLEN AREA ESTIMATED BENEFIT ASSESSMENT ALLOCATIONS FOR PROPOSED DEVELOPMENT TABLE C-III-B DETAILS OF MOUNTAIN VISTA DRIVE AREA ESTIMATED BENEFIT ASSESSMENT ALLOCATIONS FOR PROPOSED DEVELOPMENT TABLE C-III-C DETAILS OF HAMPTON PLACE AREA ESTIMATED BENEFIT ASSESSMENT ALLOCATIONS FOR PROPOSED DEVELOPMENT TABLE C-IV-A COMPARISON OF MING AT ALLEN AREA BENEFIT ASSESSMENT ALLOCATION AND ASSESSMENT REALLOCATION PER CITY CODE SECTION 13.08.070 TABLE C-IV-B COMPARISON OF MOUNTAIN VISTA DRIVE AREA BENEFIT ASSESSMENT ALLOCATION AND ASSESSMENT REALLOCATION PER CITY CODE SECTION 13.08.070 TABLE C-IV-C COMPARISON OF HAMPTON PLACE AREA BENEFIT ASSESSMENT ALLOCATION AND ASSESSMENT REALLOCATION PER CITY CODE SECTION 13.08.070 UV F- m W Sm W Fa- 0 ZQ U~ lY ~ fn J ~~U HLL aw0 ~W~ Z 0 ~ W Y ZW W LL }~ ~' I••. 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Z Z 2 Z Z Z Z Z Z Z Z 2 Z Z Z Z Z Z Z Z Z Z . o i-- ~ ~ ~ r ~ ~ ~ ~ ~ ~ F- t- ~- a ~ ~ ~ F ~ F F r F F F F F r F r F F F ~ n F F a ~ U ~ v ~ U ~ U ~ U ~ v ~ v ~ v ~ v ~ v ~ v ~ v ~ v ~ v ~ c~ ~ ~ ~ U ~ U ~ U ~ ~ ~ c~ ~ c~ ~ U ~ U ~ U ~ U ~ ~ ~ ~ ~ c~ 4a ~ ~ c~ ~ U ad C~ ~ c> ~ c> ga U qa U q0 U 4a ~ ~ ~ . a ~, ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ . ~ ~ W J Z J w K t- Z y m ~ ~ M ~ sF ~ f0 ~ f~ ~ 00 0 0 ~ ~ u~ N u~ M ~n d' ~n LL') ~n tD ~n h ~n oD u~ a = 0 ~n 0 co .- m N o M c0 V' co ~ co C0 m 1~ co 00 co 0 co 0 r e- r N n M r~ d~ n 4') n (O n I~ n 00 r~ 0 n 0 0o y d v v d d v v n ~ ~ z Z Q rL N UV H OO W Sm W la-~ 0 O Za U~ ~O LL _N J ~°U ~ LL ~aw~ W W ~ a Z~~ W Z W Y WLLO ~~ Q~ m Q tL U O U ~ 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 M M M M M M M M M M M M M M ~ M M M ~ M M M M M M M M M M M M M M M M M M M M M M M Jw v ~ .r v v u~ ~ ~n ~ ~n v an v o v o ~ v w v o v o d ~ v ~ ~ o d ~ ~ v u~ v in v in v ~n v ~ v u~ v u~ v .n v in v u~ v an v ~n ~ v ~n ~ v ~ v ~ ~ ~ v ~n v u~ v ~ a g M o M o M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M M'. O W H ~ M M M M M M M M M M M M M M CM M M M M M M CM M M M M M M M M M M M M fM CM M M M fM N a ° '+r v ~ ~ v v v v v a a v v~ v v v v v v v v v v v v v v v v v a v v v v v v v v v a r~ n n ~ r- ~ ~ ~ ~ n r~ r~ n n ~ ~ ~ n n n r n n n ~ n n ~ ~ i. r~ n n ~ n ti ~ n r~ r~ w ~' :r v v v v v v v v v v v .r v v v v v v v v v v a a v v v v v v v v v v v v v v v u io _ U ~ ° p Z °m a t0 fU fD f0 (O CO f0 t0 CO CO f0 CO fC f0 (O (O (O CO (O CO CO f0 f0 (O f0 CO (O (O CO (O f0 CO f0 f0 GO (O CO f0 CO f0 ~ ~ ~ 1n O ~ N O 0 M lf) 47 ~ Y'l ~ M l(~ ~ 0 ~ 1{) O ~ O M ~ ~ ~ ~ ~ t(y ~ tq ~ ~ M O ~ ~ ~ ~ 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 ~~° .r v v v v v v rn ~ v rn v rn v rn ~ rn v v rn d~ rn .r rn v rn v rn v rn a rn v rn v rn v rn v rn v rn v rn v rn v v rn v rn ~ rn v rn v rn v rn v rn v rn v rn v rn v rn v rn p j o j m rn N rn N rn N rn N rn N rn N N N N N N N rn N N N N N N N N N N N N N N N rn N N N N N N N N N N N N N ~ U °~ y O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O 2 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 2 p s O O O O O O O O O O O O O O O O O O O O O O O O O O O O C O O C O 0 0 0 0 0 0 0 U F a ° ° ° n . ~ - ° ~ x z O U U ~ n r~ n r n r n n n r n r n n n n n n r~ r~ n n n n r n r~ n n r n r~ n n r n n r ao n ao n ao ~ wf- ao ~ ao ~ ao ~ 0o ~ ao ~ co ao ~ ao ~ ao ~ ao ~ ao ~ 0o ~ ap ~ ao ~ 0o ~ ao ~ co ~ ao ~ eo n 0o ti ao r ao ~ 00 ~ 00 ~ 0o ~ ao ~ ao n co ~ 00 ~ 0o ~ ao ~ ao ~ ao ~ ao r eo r ao n ao r~ ~ ~ ~ z v t m r co t m m co r co co m co co r ce m m co m co co m m co co co ce co co cc <o co cc co r m m m co co co co m co co ~ g 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 W _ ° (n ~' a a ~ F.. o o 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 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 N W 0 0 0 0 0 0 0 O O O O O O O O O O O O O O O O O G O 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LL o '$ ~ a pa m a w a rn ~o rn co rn co rn cfl rn co rn co rn cc rn co rn co rn co rn co rn co rn co rn co rn co rn co rn co rn ~ rn ~ rn co rn co rn co rn co rn m rn co rn co rn co rn co rn co rn co rn co rn o rn m rn co rn m rn co rn cq rn m rn co rn co °W v v v v v v v v v v v v v v v v v v v v v v v v v v v v .r d~ v v v v v v v v v v p ~ n co r~ o r co r m r~ m n m n m r co r m r m r m n co n o n m n co r~ m n m n cD r~ CO r CO n CO n m r~ co n m r m r m r~ m r co n co r~ m n m n co r co r co n m n co n m r~ m r co r co U j 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 ~ a F ~ z rn r~ ~n r ~n n in n u~ r~ o r in n ~n n u~ n ~ r u~ r in r in n ~n i. ~n n u~ n ~n n ~n n u~ n u~ n u~ n ~n n ~n n ~n n ~n n ~n n ~n r~ o r v~ r~ o n ~n n ~n n u~ r ~n n ~n n ~n n ~n n u~ n ~n r ~n r ~n ~ w~ o 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 o c o 0 0 0 0 0 0 0 0 ~ z w ~~ z v v v v d~ v v v v v v v v v ~ v v v ~ v v v v v v v v v v v v v v v v v v ~ v v v v v v v v v v `~ v v v v v v v v v v v v v v v v v v v v w ~ ° U ~ Z a ~ f-.> o 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 LL p Z U W Z ~- M r M r M r M r M r M r M ~ M ~ M ~ M r M ~- M r M r M r M ~ M r M ~-- M ~- M ~- M r M e- M r M r M ~- M r M ~ M ~ M ~ M ~ M ~ M ~ M ~ M ~- M r M r M ~ M r M ~ M ~ M F e w ' o 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 N O ltl U > Z 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 ~ 2 a O ~ U y Z ~"" N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 O W F- g M M M M M M M M r M M M M M M M M M M M M M M M M M M M M r M M M M r M M M M r M M M M N W j 0 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N 0 N f7 ~ a a M N V N N N (O N n N M N Of N O M M N M M M 7 M N M O M n M M M W M O V V N V M V ~ l~ V fD V f~ V OD Y M ~ O N N N N M N ~ v7 ~ {{pp U1 f~ try O i(1 m ~ O fD (O N (D 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 O J J - 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VJ ~ ~ O N i ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO.O1-1 (MING AT ALLEN/MOUNTAIN VISTA DRIVE/HAMPTON PLACE) EXHIBIT D DESCRIPTION OF ASSESSMENT SPREAD METHOD J EXHIBIT D ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 01-1 (MING AT ALLEN/MOUNTAIN VISTA DRIVE/HAMPTON PLACE) DESCRIPTION OF ASSESSMENT SPREAD METHOD INTRODUCTION The City Council appointed the Director of Public Works as the Engineer of Work for ADO 1-1 by adoption of Resolution of Intention No. 1236 on February 14, 2001. On January 31, 2001, the City Council approved Agreement No. 01-027 with Edward J. Wilson, a Registered Civil Engineer, appointing him as the Assessment Engineer for AD 01-1. 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 O 1-1 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 O 1-1. The assessments are apportioned according to the special benefits received by the lots, pieces and parcels of land within ADO 1-1. 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 Ol-1 has been formed pursuant to petitions signed by the District Proponents as the owners of all of the AD 01-1 property 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 February 14, 2001, when the City Council adopted its Resolution No. 013-01, "Accepting Petition and Determining to Undertake Special Assessment Proceedings (ADO 1-1)." ASSESSMENT DISTRICT PURPOSE AD 01-1 has been formed for the purpose of financing the estimated total cost for City acquisition of certain public improvements within three AD O 1-1 community areas, which are described in Section I of the AD 01-1 Engineer's Report. A detailed description of the proposed Improvement Acquisitions is presented in Engineer's Report Section II. The AD 01-1 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. 29460ExhibitD D-1 5/23/01 AUTHORIZATION FOR ASSESSMENT REALLOCATIONS As stated above, the petitions filed by the District Proponents request that the AD 01-1 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. O l 3-01, and in accordance with that Resolution the ADO 1-1 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 improvement 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 funded in the assessment). The AD 01-1 individual parcel assessment amounts shown on Engineer's Report Exhibit A, Assessment Roll, have been calculated ("spread")among the assessed parcels pursuant to Municipal Code Section 13.08.070. The Alternate Met/iod used by the Assessment Engineer to reallocate the benefit based assessment shares initially allocated by the Assessment Engineer to each AD Ol-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 01-1 parcel assessments have been spread using a Reallocation Method proposed by the District Proponents, it is the intent of the AD Ol -1 Assessment Engineer in preparing this Engineer's Report Exhibit D to present information and data on the Reallocation Method and on the BenefidCost 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 City 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" for AD 01-1. 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 of the Benefit/Cost 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 13.08.070 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. 29460ExhibitD D-2 5/23/01 Municipal Code Section 13.08.070-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 01-1 Alternate Method and Rate of Assessment" (the "AD 01-1 Reallocation Method") to the Engineer of Work. Also in accordance with Section 13.080.070 (C), the District Proponents have submitted written requests to the Engineer of Work asking that the proposed AD O l -1 Reallocation Method be implemented for ADO 1-1 and further stating that they are the owners of all of the property proposed to be reallocated a share of the AD Ol-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 O 1-1 Reallocation Method for calculating the AD O1-l parcel assessments. The AD 01-1 Reallocation Method is generally described as: Subject to certain exceptions described below, the total improvement acquisition cost within each of the three (3) community areas (Ming at Allen Area, Mountain Vista Drive Area, and Hampton Place Area) is spread among the developed and undeveloped parcels within each area in direct proportion to parcel acreage and to each planned or existing lot within those undeveloped parcels as an equal per lot cost share. The acreage spread exceptions within each community area are as follows: 29460ExhibitD D-3 5/23/01 1. Ming at Allen Area There are no exceptions in the Ming at Allen Area to the equal cost share per acre and equal cost per existing or planned lot Reallocation Spread Method. All Ming at Allen Area improvement acquisition costs are apportioned to Assessment Nos. 1 through 58, as described below. As stated in Engineer's Report Section II, the Ming at Allen Area is planned for subdivision into a school site, a storm drain sump, and a combined total of 259 R-1 lots as follows: (i) 8 R-1 lots pursuant to a portion of Unit One of Vesting Tentative Tract No. 5957 ("Ten. TR 5957"); (ii) 49 R-1 lots pursuant to Unit Two of Ten. TR 5957; (iii) 108 R-1 lots pursuant to Vesting Tentative Tract No. 6032 ("Ten. TR 6032"); and (iv) 94 R-1 lots pursuant to Vesting Tentative Tract No. 6034 ("Ten. TR 6034"). On February 9, 2001, Tract No. 5957 Unit One ("TR 5957-1") was recorded with the County Recorder of the County of Kern creating several R-1 lots, of which eight (8) are in AD 01-1. On April 27, 2001, Tract No. 5957 Unit Two ("TR 5957-2") was recorded with the County Recorder of the County of Kern creating 49 R-1 lots. Each existing and proposed R-1 lot is apportioned an equal share of each Product Type Area's share (Product Type Areas are described below) of the total cost assessed to the Ming at Allen Area in the amounts shown on Engineer's Report Exhibit A, Assessment Roll. The Ming at Allen Development Area has an existing AD 96-2 assessment (identified as AD 96-2 Assessment No.18), and the cost to pay off that existing assessment is shown in Exhibit B, Table B-III. Table B-III in Exhibit B is a statement of the cost to pay off the principal balance remaining unpaid after the affected parcel's share ofthe 2000/2001 tax year principal and interest for the existing parcel assessment confirmed pursuant to AD 96-2 (AD 96-2 Assessment No. 18) has been paid, including related bond call expenses. The City Finance Department confirmed that both installments of the 2000/2001 tax year billing for said AD 96-2 assessment have been paid to the County. In addition, prior to filing this Engineer's Report for AD 01-1, the City Finance Department informed the Engineer of Work for AD 01-1 that the total amount of the AD 01-1 existing assessment payoff costs (see Engineer's Report Exhibit B, Table B-III) was paid on January 16, 2001, and that the City Finance Director released the AD 96-2 lien for the affected parcel on February 27, 2001. The portion of the Ming at Allen Area located within the existing AD 99-1 boundaries does not have an existing AD 99-1 assessment. Pursuant to AD 99-1 Assessment and Diagram Amendment No. 14, this portion of LLA P00-0690 Parcel B was not allocated a share of the AD 99-1 assessment amount. Table C-II-A 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 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 58, as calculated using the Reallocation Method. The school site and storm drain sump land uses 29460ExhibitD D-4 5/23/01 are classified by the Reallocation Spread Method asnon-benefited and are, accordingly, not allocated a share of the Total Assessment. 2. Mountain Vista Drive Area There are no exceptions in the Mountain Vista Drive Area to the equal cost share per acre and equal cost per planned lot Reallocation Spread Method. All Mountain Vista Drive Area improvement acquisition costs are apportioned to Assessment Nos. 59 through 127, as described below. As stated in Engineer's Report Section II, the Mountain Vista Drive Area is planned for subdivision into a combined total of 123 R-1 lots as follows: (i) 68 R-1 lots in Phase 1 of Vesting Tentative Tract No. 6008 ("Ten. TR 6008"); and (ii) 55 R-1 lots pursuant to Phase 2 of Ten. TR 6008. One of the District Proponents (Campus Park, LLC) has informed the Engineer of Work and the Assessment Engineer for AD 01-1 of its intent to record Tract No. 6008 "Phase 1 "("TR 6008-1 ") with 68 R-1 lots prior to confirmation of the AD O 1-1 assessment. As Ten. TR 6008 future phases are recorded, each new R-1 lot will be apportioned an equal share of the total cost assessed to Assessment No. 127 in the amounts shown on Engineer's Report Exhibit A, Assessment Roll, so that all R-1 lots in the Mountain Vista Drive Area (including the 68 R-1 lots in TR 6008-1 identified as Assessment Nos. 59 through 126) will end up with the same AD 01-1 assessment amount. Table C-II-B 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. 59 through 127, as calculated using the Reallocation Method. 3. Hampton Place Area There are no exceptions in the Hampton Place Area to the equal cost share per acre and equal cost per planned lot Reallocation Spread Method. All Hampton Place Area improvement acquisition costs are apportioned to Assessment Nos. 128 through 185, as described below. As stated in Engineer's Report Section II, the Hampton Place Area is planned for subdivision into a water well site, a storm drain sump, and a combined total of 154 R-1 lots as follows: (i) 116 R-1 lots pursuant to Vesting Tentative Tract No. 6007 ("Ten. TR 6007"); and (ii) 38 R-1 lots pursuant to Vesting Tentative Tract No. 6033 ("Ten. TR 6033"). One of the District Proponents (Hampton Place, LLC) has informed the Engineer of Work and the Assessment Engineer for AD 01-1 of its intent to record Tract No. 6007 Unit One ("TR 6007-1") with 51 R-1 lots prior to confirmation of the AD O 1-1 assessment. As those tentative tracts' future phases are recorded, each new R-1 lot will be apportioned an equal share of the total cost assessed to Assessment Nos. 128, 129, 183, and l 84 in the amounts shown on Engineer's Report Exhibit A, Assessment Roll, so that all R-1 lots in the Hampton Place Area (including the 51 R-1 lots in TR 6007-1 identified as Assessment Nos. 130 through 169 and 171 through 181) will end up with the same ADO 1-1 assessment amount. 29460ExhibitD D-5 5/23/01 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. 128 through 185, as calculated using the Reallocation Method. The water well site and storm drain sump are classified by the Reallocation Spread Method asnon-benefited land uses and are, accordingly, not allocated a share of the Total Assessment. CALCULATION OF REALLOCATED ASSESSMENTS Engineer's Report Exhibit C includes a "C-II" group of three tables labeled C-II-A through C-II-C. Each table presents the results of the parcel reallocated assessment calculations for one of the three ADO 1-1 community areas. The Tables C-II Reallocated Assessment spread data has been calculated in accordance with the Assessment Reallocation Method Description presented in the preceding section of this Exhibit D. The assessment reallocation data for the unsubdivided parcels presented in the three C-II Tables has been calculated based on the development planning, land use, and EDU information for each community area provided by the District Proponents and the AD 01-1 Design Engineer. The subdivision acreages and proposed EDU's or lots for the three community areas were obtained by reference to the recorded subdivision maps and approved or proposed subdivision tentative maps, and by reference to the AD Ol-1 Assessment District studies and data prepared by the AD 01-1 Design Engineer. That subdivision acreage and lot data has been used to calculate the reallocated assessment shares for the existing and proposed subdivisions within the three AD 01-1 community areas. There is a separate C-II table for each community area, and each table shows the cost share reallocations for the separate improvement systems to be acquired that will be spread to each planned subdivision within a community area. Each C-II Table also shows the AD 01-1 Assessment Proceeding and Bond Issuance Cost share reallocations under the "Proceeding/Issue Cost" column, and the total amount proposed to be assessed under the "Total Assessment" column. Following the Total Assessment column are two columns listing the amount assessed per assessable acre and the amount assessed per EDU. 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 and/or parcel in AD Ol-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 improvement incidental, assessment proceeding, and bond issuance cost reallocation amounts in separate columns, while those costs are shown as a total amount in the "Proceeding/Issue Costs" column on the C-II Tables. Since the per acre and per EDU or per lot assessment data is shown on the C-II Tables for each land use area or ATN and for each proposed subdivision, that data is not repeated on Table C-I. The "Confirmed Assessment Amount" shown 29460EahibitD D-6 5/23/01 on Exhibit A, Assessment Roll is the amount proposed to be assessed to each lot and parcel in AD 01-1 and is also the amount shown under the column entitled "Total Assessment" in Table C-I. DESCRIPTION OF BENEFIT/COST BASED 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 O 1-1 Assessment Reallocation Method is in conformance with Municipal Code Section 13.08.070 and as to whether the proposed Assessment Reallocation Method will be implemented as the confirmed "Assessment Spread Method" for AD 01-1. The intended objective in developing the AD 01-1 Benefit/Cost Based Assessment Allocation Method (the "AD 01-1 Allocation Method") is to define a cost allocation method that apportions the ADO 1-1 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 01-1 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 13.080.070 to the Municipal Code. In accordance with these intended objectives, the AD 01-1 Allocation Method is based on the following: o The Categories of Benefit each improvement system provides to the assessment district properties; o The Method of Apportioning the improvement system work items and cost to the various benefit categories; 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 O l -1 Allocation Method are as follows: A. Development EntitlemendArterial Class Improvement Benefit Category: This is the primary category of improvement benefit supporting the AD 01-1 Allocation Method developed for each of the three AD O 1-1 community areas. As stated in Engineer's Report Section I, the AD 01-1 improvements are improvements that are either already 29460ExhibitD D-7 5/23/01 required, or are expected by the District Proponents to be required, to be installed as conditions of development entitlement approval for the properties in AD O 1-1. 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 01-1 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 01-1 parcels and to a much larger community area not included in AD O 1-1. Arterial streets and transmission grid water mains, certain sanitary sewer and storm drain pipelines are examples of improvements that may be assigned to this benefit category. B. Direct Benefit/Fronting Improvement Benefit Category: All of the AD 01-1 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, certain water, sanitary sewer, and storm drain pipelines. C. Non-benefited and Non-assessed Parcels: All of the following described parcels in AD Ol-1 are defined for the purpose of this Allocation Method as not being benefited by the AD Ol-1 Improvements and, accordingly, they are not apportioned a share of the AD 01-1 assessment by the Allocation Method or by the 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; and 2. All existing and designated storm drain sump sites. 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: River Run Boulevard (Ming at Allen Area), Mountain Vista Drive (Mountain Vista Drive Area), and Allen Road and Palm Avenue (Hampton Place Area) are the AD Ol-1 street improvements with component parts assigned to this category. For the purpose of the Allocation Method, the center traffic lanes for River Run Boulevard in the Ming at Allen Area, the center traffic lanes for Mountain Vista Drive in the Mountain Vista Drive Area, and center traffic lanes in Allen Road and Palm 29460ExhibitD D-$ 5/23/01 Avenue in the Hampton Place Area are the specific portions of these streets classified as "Arterial" Improvements. b. Transmission Grid Water Mains: For the purpose of the AD 01-1 Allocation Method, this improvement category would include 16-inch diameter water mains that are classified as "Grid Mains" needed to serve an area outside the boundaries of AD O 1-1. According to the AD O 1-1 Design Engineer, there are no such Transmission Grid Water Mains funded in AD Ol-1. c. Sanitary Sewer Main Collector Pipelines: For the purpose of the AD 01-1 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 O 1-1 community. According to the AD O 1-1 Design Engineer, there are no such Sanitary Sewer Main Collector Pipelines funded in AD 01-1. d. Storm Water Drainage Main Collector Pipelines: For the purpose of the AD O 1-1 Allocation Method, this improvement category would include Storm Water Drainage Pipelines being installed as conditions of development entitlement approval that have been designed to serve an area outside the boundaries of the AD 01-1 community in which they are being installed. According to the AD 01-1 Design Engineer, there are no such Storm Water Drainage pipelines funded in AD 01-1. 2. Direct Benefit/Fronting Improvements: a. Streets/Landscaping/Street Lights/Traffic Signals: The outside traffic lane, bicycle lane, and parking lane, curb and gutter, deceleration lane and busbay 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 street, sidewalks, street lights, and landscaping improvements along its perimeter are generally required to be installed as a condition of the tract development entitlement approval. Accordingly, in the Allocation Method street frontage improvements are assessed back to the fronting subdivision area. In the case of AD 01-1, the fronting area may encompass a block of property that the District Proponent has identified as an area planned for subdivision in phases, such as Ten. TR 5957, Ten. TR 6032, and Ten. TR 6034 in. the Ming at Allen Area, and Ten. TR 6007 and Ten. TR 6033 in the Hampton Place Area.. b. Local Service Pipeline: 8- and 12-inch diameter water and 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 29460ExhibitD D-9 $/23/01 allocated back to the fronting property areas that will be served by these pipelines. Short sections of pipeline stubouts 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 Entitlement Benefit and Fronting Benefit Categories, the improvement item quantities and costs for street construction work aze apportioned to these categories in direct proportion to street surface azea 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 surface area classified as the "Arterial" Street section. If both of the center traffic lanes of a four lane arterial street aze 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 Entitlement Benefit Cost, based on the requirement to construct one-half of the Arterial Street as a condition of entitlement approval for each parcel. For Arterial Street improvements constructed along the boundary of an AD 01-1 community area, any improvements to the half of the street adjacent to the AD 01-1 assessed property are classified as the Entitlement/Fronting Street Improvements benefiting the AD O l -1 property, while the opposite side traffic lane improvements are classified as the Arterial Street Improvements benefiting property not in AD 01-1. The composite street area totals for the Entitlement/Fronting and Non AD 01-1 Arterial Improvement Categories were used to calculate improvement system work item quantity and cost percentage factors, and thosearea-based factors were used to allocate project work item cost shares to these two benefit categories. b. The non-street work items of curb and gutter and sidewalk were assigned a 100% Fronting Benefit factor to allocate their costs to the "Direct Benefit/Fronting Improvement Category." 2. Apportionment of Water Mains: Water Mains in AD Ol-1 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. 29460ExhibitD D-10 5/23/01 3. Apportionment of Storm Drain Pipelines: Storm Drain Pipelines in AD 01-1 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 azea 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 aze as follows: A. Ming at Allen Area: The Ming at Allen Area Improvements aze generally shown and described on Map No. 1 in Exhibit E in note A. The improvements to be installed on and along River Run Boulevard include both Development Entitlement/Arterial Class Improvement Benefit Category and Direct Benefit/Fronting Improvement Benefit Category improvements required for the development of the Ming at Allen Area. Accordingly, their cost is allocated to Ming at Allen Area parcels (Assessment Nos. 1 through 58) as Development Entitlement and Direct Benefit/Fronting Improvements. The River Run Boulevazd arterial street improvements include the construction of the entire street to its full width adjacent to Unit Two of Ten. TR 5957, Ten. TR 6032, and Ten. TR 6034 and to the proposed storm drain sump pazcel, the proposed school site parcel, and a portion of Tentative Tract No. 5999 (located outside AD O 1-1). In accordance with the preceding paragraph II.B. l .a, if both of the center traffic lanes for a four lane arterial street are included in the scope of financed improvements (as is the case for River Run Boulevard), the parcels fronting on each side of the street right-of- way aze each apportioned the cost of one center (arterial) traffic lane. This Arterial Street Section cost 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 westbound center (arterial) traffic lane will be installed along the south/southeast boundary of Ten. TR 5957, Ten. TR 6032, and Ten. TR 6034, and the cost of that portion of the westbound traffic lane is apportioned to said vesting tentative tracts' portion of the Ming at Allen Area as a Development Entitlement Benefit Improvement. The western/southwestern 1270 feet of the 2000-foot long by 14-foot wide eastbound center (arterial) traffic lane will be installed along the westerly/northwesterly boundary of the proposed storm drain sump parcel and the proposed school site parcel and the cost of that portion of the eastbound traffic lane is apportioned to said portion of the Ming at Allen Area covered by the proposed storm drain sump site and the proposed school site. The cost of the remaining 730 feet of the eastbound River Run Boulevard center traffic lane will provide a Development Entitlement Benefit to the Non AD O l -1 property fronting on the southeasterly boundary of the Ming at Allen Area (Tentative Tract No. 5999) and, accordingly, the cost of that eastern portion of the eastbound traffic lane is apportioned as a Non ADO 1-1 beneficial 29460ExhibitD D- l l 5/23/01 cost. All other Ming at Allen Area Improvements are allocated to the fronting (ADO 1-1 and Non AD O 1-1) parcels as Direct Benefit/Fronting Improvements. B. Mountain Vista Drive Area: The Mountain Vista Drive Area Improvements are generally shown and described on Map No. 2 in Exhibit E in notes A through D. The improvements to be installed on and along Mountain Vista Drive include both Development Entitlement/Arterial Class Improvement Benefit Category and Direct Benefit/Fronting Improvement Benefit Category improvements required for the development of the Mountain Vista Drive Area. Accordingly, their cost is allocated to Mountain Vista Drive Area parcels (Assessment Nos. 59 through 127) as Development Entitlement and Direct Benefit/Fronting Improvements. The Mountain Vista Drive arterial street improvements include the construction of the west half of the street (southbound side of the street) to its full width adj scent toTen. TR 6008. In accordance with the preceding paragraph II.B.1.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 cost 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 southbound center (arterial) traffic lane will be installed along the east boundary of Ten. TR 6008 and the cost of that portion of the southbound traffic lane is apportioned to the Mountain Vista Drive Area as a Development Entitlement Benefit Improvement. All other Mountain Vista Drive Area Improvements (block wall, sanitary sewer, and water lines) are on-site (in-tract) improvements that are assessed as Direct Benefit Improvements to Assessment Nos. 59 through 127. There are no Mountain Vista Drive Area Improvements apportioned as a Non AD 01-1 beneficial cost. C. Hampton Place Area: The Hampton Place Area Improvements are generally shown and described on Map No. 3 in Exhibit E in notes A through C. The improvements to be installed on and along Allen Road and Palm Avenue (Ten. TR 6007 frontage) include both Development Entitlement/Arterial Class Improvement Benefit Category and Direct Benefit/Fronting Improvement Benefit Category improvements required for the development of the Hampton Place Area. Accordingly, their cost is allocated to Hampton Place Area parcels (Assessment Nos. 128 through 185) as Development Entitlement and Direct Benefit/Fronting Improvements. The Allen Road and Palm Avenue (Ten. TR 6007 frontage) arterial street improvements include the construction, respectively, of the southbound and eastbound half of each street to its full width adjacent to Ten. TR 6007. In accordance with the preceding paragraph II.B.I.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 29460ExhibitD D-12 5/23/01 Arterial Street Section cost 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 southbound center (arterial) traffic lane in Allen Road and the 14-foot wide eastbound center (arterial) traffic lane in Palm Avenue will be installed along the boundaries of Ten. TR 6007, and the cost of those portions of the traffic lanes is apportioned to of the Hampton Place Area as a Development Entitlement Benefit Improvement. All other Hampton Place Area Improvements are assessed to the entire Hampton Place Area (to be developed as one subdivision pursuant to Ten. TR 6007 and Ten. TR 6033) as Direct Benefit/Fronting Improvements. There are no Hampton Place Area improvements apportioned as a Non AD 01-1 beneficial cost. IV. The Method of Allocating the apportioned system costs for each benefit category to the benefited parcels within each of the three AD O l -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. Ming at Allen Development Area Assessment Allocation Method Table C-III-A, "Details of Ming at Allen Area Estimated Benefit Assessment Allocations for Proposed Development," in Engineer's Report Exhibit C (hereafter "Exhibit C") shows how the Ming at Allen Area Improvement Acquisitions costs have been allocated based on the aforesaid benefit/cost criteria. Reference to Table C-III-A shows the total Ming at Allen Area benefit/cost share apportioned to the residential portion of the Ming at Allen Area (Ten. TR 5957, Ten. TR 6032, and Ten. TR 6034), the Benefited/Non- assessed AD 01-1 (the proposed storm drain sump and the proposed school site parcel) share, and the Benefited/Non-assessed (Non AD O l -1) share allocated to benefited property outside AD O1-l. All of the Ming at Allen Area improvements are required to be installed as conditions of approval for the referenced tentative tract maps, and they are not subject to oversize reimbursement. B. Mountain Vista Drive Area Assessment Allocation Method Table C-III-B in Exhibit C "Details of Mountain Vista Drive Area Estimated Benefit Assessment Allocations for Proposed Development," shows how the Mountain Vista Drive Area Improvement Acquisitions costs have been spread in accordance with the AD 01-1 Allocation Method. Reference to Table C-III-B shows how the assessment allocation data for the Mountain Vista Drive Area has been apportioned to the recorded TR 6008-1 and the remainder parcel covered by Ten. TR 6008 (ADO 1- l Assessment No. 127). Table C-III-B also shows that there is no Non AD O 1-1 share allocated to benefited property outside AD 01-1. All of the Mountain Vista Drive Area improvements are required or are expected to be required to be installed as conditions of approval for Ten. TR 6008, and they are not subject to oversize reimbursement. 29460ExhibitD D-13 5/23/01 C. Hampton Place Area Assessment Allocation Method Table C-III-C in Exhibit C "Details of Hampton Place Area Estimated Benefit Assessment Allocations for Proposed Development," shows how the Hampton Place Area Improvement Acquisitions costs have been spread in accordance with the ADO 1-1 Allocation Method. Reference to Table C-III-C shows how the assessment allocation data for the Hampton Place Area has been apportioned to the recorded TR 6007-1 and the four unsubdivided parcels covered by Ten. TR 6007 and Ten. TR 6033 (AD O 1-1 Assessment Nos. 128,129,183, and 184). Table C-III-C also shows that there is no Non AD 01-1 share allocated to benefited property outside AD 01-1. All of the Hampton Place Area improvements are required or are expected to be required to be installed as conditions of approval for Ten. TR 6007 and Ten TR 6033, and they are not subject to oversize reimbursement. D. Contingency and Improvement Incidental Costs for each improvement system within each community area are included in the total allocated cost share in the C-III group of tables. These costs are allocated.within each community area in direct proportion to the beneficial improvement cost share allocations. COMPARISON OF REALLOCATION METHOD AND BENEFIT/COST BASED ASSESSMENT ALLOCATION METHOD; ASSESSMENT SPREAD RESULTS The three "C-IV" tables in Engineer's Report Exhibit C (Tables C-IV-A through C-IV-C) present separate comparisons by community area of the cost assessed to individual parcels or land use areas when the AD 01-1 cost is spread in accordance with the Reallocation Method proposed by the District Proponents, to the parcel cost shares when the spread is calculated in accordance with the Benefit/Cost Based Assessment Allocation Method developed by the AD O 1-1 Assessment Engineer. In each case, the Reallocation Method results are shown in the "Reallocation Per City Code 13.08.070" column and the Allocation Method results in the "Estimated Benefit Allocation" column of the C-IV tables group. The Reallocation Amount minus the Allocation Amount is shown in the "Reallocation Minus Benefit Allocation" column. These tables show that, as permitted by Municipal Code Section 13.08.070, the Reallocation Method does not apportion an assessment amount to the Non AD 01-1 parcels that are shown in the Benefit Allocation column to have a beneficial cost share for certain improvements. In accordance with the District Proponents' Reallocation Method and as shown on the C-IV group of tables, the full cost of the River Run Boulevard improvements is assessed by the Reallocation Method to the Ming at Allen Area properties, including the portion of those improvements that is required to be installed as a development entitlement approval condition for Tentative Tract No. 5999 (Parcel C of Lot Line Adjustment No. P00-0690) located outside AD O 1-1. Further review ofthe 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, 29460GxhibitD D-14 $/23/01 respectively, the per acre and per EDU differences between the parcel assessments calculated using the ADO 1-1 Reallocation Method and the AD O 1-1 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 01-1 Reallocation Method, the following findings on the AD 01-1 Assessment Spread Method are presented: A. The improvement acquisitions proposed to be financed by AD 01-1 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 01-1 Improvement Acquisitions bear 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 Reallocation Method of assessment spread be implemented, and they have further represented that said requests were approved by all ADO 1-1 property owners at the time they were filed. Therefore, it is the finding of the Assessment Engineer that the proposed Reallocation Method is in conformance with the requirements of Municipal Code Section 13.08.070. ASSESSMENT PROCEEDING INCIDENTAL AND BOND ISSUANCE COST ALLOCATION The AD 01-1 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 01-1 confirmed assessment is subdivided in the future by the recording of a subdivision or parcel map, a certificate of compliance for lot line adjustment or parcel map waiver, or upon the sale of all or a portion of an assessed parcel to a public 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 parcels created by the parcel division. In the case of AD 01-1, the Reallocation Method has spread the AD 01-1 cost within each community area in direct proportion to parcel acreage. Therefore, as ADO 1-1 assessed parcels are subdivided, the remaining principal amount of the original bond funded parcel assessment will be apportioned to the new lots and parcels as follows: 1. Ming at Allen Area: This portion of AD 01-1 is planned for development into a school site, a storm drain sump and combined total of 2591ots pursuant to Ten. TR 5957, Ten. TR 6032, and 29460ExhibitD D-15 5/23/01 Ten. TR 6034. Tract No. 5957 Unit One containing 8 R-1 lots in AD 01-1 has been recorded with the Kern County Recorder. Tract No. 5957 Unit Two containing 49 R-1 lots also has been recorded with the Kern County Recorder. In accordance with the above-described proposed development and if the development proceeds as proposed, the original Assessment No. 1 total confirmed assessment amount will be apportioned first on a net area basis between the two Product Type Areas (Ten. TR 6032 and Ten. TR 6034) within the Ming at Allen Area and then each area's assessment share will be apportioned as an equal per lot assessment. Accordingly, the first tract phase recorded by the District Proponent will be allocated a total assessment share equal to the number of R-1 lots in the phase multiplied by the calculated equal per R-1 lot cost share factor for the Product Type Area of Assessment No. 1 in which the first tract phase is located. The remaining balance will be apportioned to the unsubdivided remainder for apportionments to future subdivision phases in accordance with the process described above. However, if the development plan for Assessment No. 1 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 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. Storm water retention sumps, water well sites, parks, and school site parcels 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 will not be excluded from the tract acreage totals. 2. Mountain Vista Drive Area: This portion of AD 01-1 is planned for development into 123 R-1 lots pursuant to Ten. TR 6008. Tract No. 6008 "Phase 1"containing 68 R-1 lots is scheduled for City Council approval prior to the AD O 1-1 hearing on June 13, 2001, and is planned for recording with the Kern County Recorder prior to recordation of the AD 01-1 Notice of Assessment. The total assessment principal for the Mountain Vista Drive Area is apportioned between the to be recorded TR 6008-1 phase of Tract No. 6008 and the remainder parcel in such manner that all R-1 lots in the Mountain Vista Drive Area will end up with an equal assessment amount once all phases of Ten. TR 6008 are recorded. Accordingly, the next tract phase recorded by the District Proponent will be allocated a total assessment share equal to the number of R-1 lots in the phase multiplied by the calculated equal per R-1 lot cost share factor for the Mountain Vista Drive Area. The remaining balance will be apportioned to the unsubdivided remainder for apportionments to future subdivision phases in accordance with the process described above. However, if the development plan for Assessment No. 127 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 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. Storm water retention sumps, water well sites, 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 will not be excluded from the tract acreage totals. 29460ExhibitD D-16 5/23/01 3. Hampton Place Area: This portion of AD 01-1 is planned for development into 116 R-1 lots, a storm drain sump, and a water sell site pursuant to Ten. TR 6007 and an additiona138 R-1 lots pursuant to Ten. TR 6033. Tract No. 6007 Unit One containing 51 R-1 lots, a storm drain sump, and a water well site is scheduled for City Council approval prior to the ADO 1-1 hearing on June 13, 2001, and is planned for recording with the Kern County Recorder prior to recordation of the AD 01-1 Notice of Assessment. The total assessment principal for the Hampton Place Area is apportioned among the to be recorded phase of Tract No. 6008 and four unsubdivided parcels in such manner that all R-1 lots in the Hampton Place Area (a total 154 according to Ten. TR 6007 and Ten. TR 6033) will end up with an equal assessment amount once all phases of Ten. TR 6007 and Ten. TR 6033 are recorded. Accordingly, the next tract phase recorded by the District Proponent will be allocated a total assessment share equal to the number of R-1 lots in the phase multiplied by the calculated equal per R-1 lot cost share factor for the Hampton Place Area. The remaining balance will be apportioned to the unsubdivided remainders for apportionments to future subdivision phases in accordance with the process described above. However, if the development plan for Assessment Nos. 128, 129, l 83, and 184 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 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. Storm water retention sumps, water well sites, 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 will not be excluded from the tract acreage totals. [Remainder of page intentionally left blank] 29460ExhibitD D-17 5/23/01 ASSESSMENT ENGINEER'S CERTIFICATION OF THE ASSESSMENT SPREAD METHOD This Engineer's Report has been prepared to present the following: 1. 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 Reallocation Method proposed by the District Proponent as the method used to spread the estimated improvement acquisition costs and incidental expenses to the AD 01-1 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 O 1-1 properties, nor on the financial feasibility for the issuance of 1915 Act Bonds to represent any unpaid amount of the AD 01-1 Assessment. The AD 01-1 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 AD Ol-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 01-1 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 April 12, 2001, for "preliminary" approval by the City Council on April 25, 2001, and submitted on June 1, 2001, in this "Final" Engineer's Report form by: "~ J , W oQRpFESS/0~,'~! ~~~~~PRD ~• Wi~soF2c Edward J. Wilson ~0 2 Z R.C.E. 23269 (Expires 12/31 /01) N0.23269 ~ Assessment Engineer * ExP. 12/31/01 * City of Bakersfield Assessment District No. O 1-1 sT CIVIL ~~P ~TFOF CAUE~~ 29460ExhibitD D-18 5/23/01 ~~ -~ EXHIBIT E MAP N0. 1 ,DI:~~ SHOWING MING AT ALLEN AREA IMPROVEMENTS C' aq BE256f \ ~ a~ T'` I JD s. RE22 E l-~ ~ 9 ° ~ i ' s LEGEND I W I., 1~\ cty~~ ASSESSMENT 015?nICT N0. 0 I E%ISUNG BOUNDARY 111 d(ti T - ~ ~ ~ ~ ~ ~ ~ ~ A59C5G19ENi pISTRICT n0. 96-2 E%190NG BOVNOAR?" ^^^IUUIUUU plp ~.~.~.~.~._ a5SES5YENi 0!SiR!LT N0. 99-1 EXISi:n6 BOUNDARY --~-~------~- BACERSTIELO CITY LIMIT 0 INDICATES WHERE BOUNOOAIES OF ASSES~YExi DISTRICT N -2 $ PRD BAREPSfIELD CRT LIIRIIS COINCIOC TH BOUNDARIES OT p5SE59NENi DISTRICT N0. OI-I ~i`~ ~' ~~`\ I °a c O NEW ASSE59MENi NUMBER. ASSC95NExT OlsrftlLT ND. OI-1 ~~~1 \\ ~y(~],~ ' $ $ J$ EXISTING ASSESSNENI xUMBEft, ASSESSMENT 019TRICi N0. 96-2 ~' ~ ~ ~\``T~ {~ ~ A Sz2-DID-O Y,EPN COUNTY ASSESSOR's iA% NUMBER (~ THROUGH O IN - o-© / 0 `1.C'SO g SW CDR, SEC I REEERENCE TO SECTION OR FW.CTIONAI SECP.ON CORNER TRACT N0. ~~D7 UNIT ONE Doc. xo. DI99mi i." eb'~b°° ~?~'•~ I ~ : T so s flEfERENCE TO TOWNSHIP 30 TpuTN, Momrt oleeLO easE ARp MERmW! IO THROUGH sR py DOD xco Rab"`q ,/• 4a'b Q ~ ~` a~ ' ° ~ R 26 E REEERENCE t0 RPNGE 26 EAS .MOUNT OWBLC CASE a10 MEftiOVN TRACT N0. 5957 UNIT TWO no m99DZSbPSiR o sf~ T'V! ~ ~ T ''o s. q zfi E uounr awaio BTA°sC SNio HERIOUi,H' Ro'GE zfi Easr, ~, a bb / ] E RENCE TO TOWNSHIP 3 sOUIN, RARGE 2: EAST, q MOUfIT OIaBLO BASE AND MEPIOBw ~~ _DWxEOP~oP~ R ~~.-~- ; ~~ ^-- -°%=~R 3 .ER `-~ I ~° a'~' ~ I ,q / ~c>d° ar~'p.'F" N c°urm RECOnps Rox I a°° ~° 4AAM q0 N1 UqR OMa ~~~ PWaP @'~~a. O.F. Ofi1CLLL gECORD9 I i OOC x0 OI99I])]JT /~ W' ~ Aq. 68• C. tT ~/ B~pFe~ MOb k M REFERENCES NOUNi pUCIO BASE AND MEPIDWJ I ~' I' ~ ew ` ~ rq 8NT•9 ~~~~ ~ ~a ~ I aes ~ cENrEq LINE of Roco RICHi-oE-WAY $ b ' / p00. x . OI9902a051. 0. ~i / ~ ~yd(P'.6~ 6 bay iN4 BROCY Na IgBY og 'I ~ JO°S~RR I6EE' LL4 BOOabob RETERENCCS LOT UNE ADJUSTMENT x0. ~PCO-0690 Ii / 5 - 0-000 R ~ , / 5 G ~p °r Tom' e° °q0~' 8 `- ~~ II rA Hbr•9 PEfERExCES IRnCi n0. 595] UNR ONE I // ~ } A ~' 9" ° bq. as, ro. ae I I ~ i NO ° I~•/ Doc. xa. Dl9nzbn9. ~' ~ 12 ~~% C Vp~ arb~ ~ II p rq boa-a RETERENCCS TRAC s9v unR Tw xIT ~CEI P[RO ~ ~y ~ M ~ III ~ $ RERER[NLES LOT xUNBER IN 1RACI NO. 595] U ONE VCl ~' II < iii R I ti a L vMa 4i % / 'iI 'I Z AIINGRAT ALLEN AREA fAfPROVEMENTS vqa ~ RIHwES*~ I /~ PeRC¢ C 06i I it l 5 ux BGUIEVMD BIREEI ANO Tq xia IM vEMEM9 IN ~ j / °r LAa A°P1arAAgr ~ ' III m © AWxG, tune u+o currtq, voEWUx (b~ vnoE. NTSR°TRInG oxcNaRrx/xo I ~ I/,'( q°. °°°'°ba° ' . ~ / I II I TyT - oARO ox ourN/saDrHCnzr soE aF sTnEC!}. sTgfcT ucxrz. BLOCgs~oEµµio R MNx] o IAOr 4 Pearl I ~ I urcx ~IwACTER IIAIERSMNn. ARp w- anD B6-Ixcx owMErER nogM oRUx nPCUxE wlrN of ~~~,~~,% ~ ,II Max D 9 AWD DDILET 9IgDLrMRE. Aar PiwcA~eApAUarLb:A4 O I i ~g.`7~ ~e~ 171 ' C q0' P0°~0°°0 I ~ ~ Pegc¢ T I II I NORTH P0A rA 52z q0. 668i Og1Y YWO // ~ / PBACFI g[J YA. TOaOa Ems. III SCALE 1" = 200' ~ Iron qA. 60 OP PeAGEL gAPB. P6 IPa I Ty °°" D_ ~ ~,~ III, D,® EXHIBIT E Ew ~~-~~ ba exf~ R~R~~ .D, III ~E°~ MAP N0. 1 1 ~ ~ 9"~ °"°'~ °` IDS I Ij F A~ so~a TES ENGINEER'S REPORT 11) 18 9 ° ~~6aE I III S1A1;'°' CITY OF 6AKERSFIELD ASSESSMENT DISTRICT N0. O1-I ~ w. » ~i' «'B'^`PZ '°O°±D~~i_Scs.`a"z6EE' "-I II RESx 1555) 2~slw (KING AT A1rJ2N /MOUNTAIN VISTA DRNB / HAMPTON PLACR) i` I j sW coq sEC I III ° °J- County of Kern, State of California -CE FUTURE MING AVENUE MING AT ALLEN AREA 2B-p' I x s. R zD c III cr.z9.t5B. .~ Zf@P~+ ~'-J EE I _ Of ] ~I.EE•5 EXHIBIT E MAP N0. 2 SHOWING MOUNTAIN VISTA DRIVE AREA IMPROVEMENTS se THROUGH 12R !N TRACT N0. 6008 "PHASE I" 155 PMCEL NM N0. 8tt5 OK. J6 OF PARCEI DAPS, PG. I6) ~. I F .S' z J9 ._D.D-O l0Y t 0] LOT Ltd ROJOtrtldWP ~ %0.KtrWlp LceDr A vARrl - SOUTHERN P _-_-_-_-_-_-_-_. e YW 0000-9 (6040 9 YNWOOON 001 ® LEGEND a5SE55MENi OISIaIGT x0. Ot-I [XISRNC DOUrv0aRx ____ i _ _ ___ __ _`l-E1LLL SECTION IINF. "? - ----- - - RAKER6FlElD Cltt LIMIT IZJ NEW ASSESSMENT rvUMDER. AsSE56MExl pISmICi N0. Ot-t © O ~ ~ ~ SOt-Ot0- ® BERN COUNtt pSSESSOft's TAX HUMBER ~ sW CDR. SEC 18 PEFERENCC TO SECTION OR fRACTIONaL SECTION CORNER A i ]0 S, P T) £ gEFERExCE i0 i0'wxSHIP ] SOUiR, R.WGE 2J FAS1, FN MOUNT pueLO DASE aND MEPIDaN i >V'^ H.C R. KERN CDUNtt RECOfiDs PN1AMl.-gUENA NSTA UNION SCHOOL DISTRICT P.cRCEL O.R OfiICNI RECORDS PE RANI DEED PECOPDED Irv eH. 65]8, PG ]a35. 0 P. ArvD RERELOPOED M DK. 6640. PG. tb6), O.R. ~ MOB k u gffERENCES uOUNi DfiUiLO DASE aND MERIpIaN ~ CENTER LINE DF aDAD RIGHT-Of-War LLA POD-009! PEFEFENC[S LUi L!xF. aDJUGxAExi x0. P00-00)9 ~ YR t06t-i REFEPENCES iPAti N0. 600D -PHASE I- n© ~ f 27 or DD ea Taoorr PEOi a of wr EDa ADmsr~ar ]s.-D o~ Q eo. rDD•DOte i i~ts.GR :: E MOUNTAIN VISTA DRIVE AREA ,~ ~~ ~~t~~' ~~ Af00NTAIN VISTA DFNE AREA INPROVENENTS ® cu VNT o Csia DPhYSSIREEi PND fRpviAGE IAUPROVEMENiS cN LUpNG WiRLET Pn~nxG. _ O NIGH BLOCK wuL uoNCEfxTIaE s~oul~ilfRN eouND.wr of iw,a ND. 6DOa. © - P,ro a-IxcH DOxcrEe saxpAHr sEwEP uaxs wlrN w.RNDIES. O ]-INCH IX4MElER wni[R MAW. NORTH SCALE 1" = 200' EXHIBIT E EXHIBIT E MAP N0. 3 SHOWING HAMPTON PLACE AREA IMPROVEMENTS O a ti z S T z9 s, R .c E j ~ rL PALM AVENUE E ac ' R ~'/~/~ 39 LEGEND s n s c -'- _ i28 18M1 ASSESSMENT DISTRICT N0. OI-I E%ISRNG ROUNOAP.T SECTION LME © _.-..__.-_. __ _ BAKERSilELO cnY uulT YAYCdI P Ytl Yd9d LOY 00 ~ M YO d009- I S ~ EX~SIINGSOOVxDAR~E50AREiISUEN~~ISift CT NONCOIDEIW!!lf S S D P95-010-~ 9 183 NEW ASSESSMENT NUMBED. ASSESSUENi DISTP!Ci NO. DI-I A95-010-0 KERx LOUNtt aGSESSOR'S iA% Nu!ABER ~~) E I/4 [OR. SEL 2E REfEDENCE TO 9EC11Ux OP fM[iIONAL SELr10N LORNEN 4 ~ ~ T 29 5, ft 96 E uOUNi OIABLO BASE alO MERw°wR~ RAxCE 16 EAST. 129 ~ ® e ~ q M1YOdL d PK n0d ~ ~ K.C R. KERN LOUxtt RECORDS a 559 01O O - OR OTfICU! RfCORDS [fix] MOD k u REFERENCES MOUNT DNBLO PASE AND MExIDwu 183 ~-~-"- Q ~ Cn)IER UNE Of ROAD RICNI-Of-RAY [r >n l04 N M YYI BOOP-P \ \ ~ _ _ ~-. Ey] ®9a Yan FEfERENCES PARCEL AU!P N0. R192 ~ )p 000)-P RfiERExCES LPACr xC. 600] UNIT ONE '~ I 1 MOUNTAIN VISTA RRNS AREA 1MPNOVEMENTS i . __._. _-_-.-.a-.-.-.-_. _._., ©c urrEa.r SAR NG. ~, ~NLH ONNETCR WAOERSU PURTE1uNtE6 RON AE TIE xN rO EE%ISi NG WATER UN[ r3o THROUGH raz AND lay IN ' ~ ~ OvEPrON STREET TO OLU roWN ROM IN 1Pw[i x0. 600]_ .I . ®`U EET Aao rno1RME IMRROYEMExrs IxnvDlNC srREET E%GYATwN ,ND RAwNO. srxccr uc«rS u+o c' Nmx eL«K wuL WIDE srAxoARO voEWAEK v A TRACT N0. 6007 UNIT ONE . . rRACr xoR6ca) rnoxTACE. uo!K: ©6 wcr! eL«K wuL u.oxc TRMT nD 6w.T fdoxrME .N ao!w:!s RoM a!o Pnw AvEURE. NORTH HAMPTON PLACE AREA R9°' ~~v ~,,`°' ~~- 3CA~E '~--= zNO EXHIBIT E °' )° MAP N0 3 ~ ~ . WILSON & ENGINEER'S REPORT • *~.c~A ! N y ~ ASSOCIATES x v RR bwR SUIf w uMfoR.A 9„:o'°' I CITY OF BAKERSFIELD ASSESSMENT DISTRICT N0. 01-f f s ` SE` (MING AT ALIEN / MOVNTAIN VISTA DRIVE /HAMPTON PLACE) BY Dv_~~,T o°>.-za-o_ County of Kern. 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O a 0Z Ql p K ~ W r- 7 yl IZ- J Z 1/bj N ZO ~ N< C 31/1 O F- - p 1 Z < ~ V ~ V Z U ~ W2 W y~ a W O ~ VI J 3 < 1- ~ O~ O ~ 9 ;~ ~ ~ O ~ 00 ~~ ~ O ~ ~ ~ ~ ~ u Z N W W2 a ~ ~ /1 < U W ~ WO U S W W W 2 Z W W LL .~i ya ~.i 1°.i ~ O Irci 1` I W` ~ w K A m ?W Z Y ~ K3 Y O ~ K Z U I O w ~ N W '° 7 M I I I U D N In o o rc ~ ~ ~ N Y ~ o it Q O~ ~ N ~ I + W N H 2 O ~I z i w ~ ~ J ;a ~_ ~ ~ e >< ~ ~ ~ ~ e ~~ ~ i N O O FK Z O I a a° r z 3 0 yyc o m a Z Y N m O N N I 1 N c c9 I O a W Z~ Z N g fil G Z 1O1- ~ ~ yp w 'ti W C I ~ w ~ w V ~ RI 2U W ~ W Z , pQ CY i W I (f// 1~ y ~ W ~ IU W ~ Q 64 b O o"' out = U ~ V 6d' ~ 3o a y~ ~ ~ N ~ ~ ~ ~ it ~ ~ t ~ I ~ N a,a aw j ow a U ~ U O F- 60 a~ O pr O O ZZ < V ~ = i pQ Y O 3 F ~ ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO.O1-1 (MING AT ALLEN/MOUNTAIN VISTA DRIVE/HAMPTON PLACE) APPENDIX C NAMES AND ADDRESSES OF PROPERTY OWNERS ASSESSMENT NUMBER 1 2 through 9 10 through 58 59 through 127 128 APPENDIX C ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 01-1 COUNTY OF KERN, STATE OF CALIFORNIA NAMES AND ADDRESSES OF PROPERTY OWNERS ASSESSOR'S TAX NUMBER (ATN) / PROPERTY OWNER'S PROPERTY DESCRIPTION NAME AND ADDRESS REMAINDER OF PARCEL B OF LLA P00-0690 TRACT NO. 5957 UNIT ONE TRACT NO. 5957 UNIT TWO TRACT NO. 6008 "PHASE 1" PARCEL MAP NO. 8392; PARCEL 1 Communities at River Oaks, LLC 5251 Office Park Drive, Suite 200 Bakersfield, CA 93309 Communities at River Oaks, LLC 5251 Office Park Drive, Suite 200 Bakersfield, CA 93309 Communities at River Oaks, LLC 5251 Office Park Drive, Suite 200 Bakersfield, CA 93309 Campus Park, LLC 5251 Office Park Drive, Suite 200 Bakersfield, CA 93309 Hampton Place, LLC 6851 McDivitt Drive Bakersfield, CA 93313 Hampton Place, LLC 129 PARCEL MAP NO. 8392; PARCEL 2 6851 McDivitt Drive Bakersfield, CA 93313 Hampton Place, LLC 130 through 185 TRACT NO. 6007 UNIT ONE 6851 McDivitt Drive Bakersfield, CA 93313 NOTES: 1. PARCEL MAP NO. 8392 WAS FILED FEBRUARY 27, 1989, IN BOOK 37 OF PARCEL MAPS, AT PAGES 189 AND 190, K.C.R. 2. A CERTIFICATE OF COMPLIANCE FOR LOT LINE ADJUSTMENT NO. P00-0690 (LLA P00-0690) WAS RECORDED FEBRUARY 2, 2001, AS DOCUMENT NO. 0201014494, O.R. 3. TRACT NO. 5957 UNIT ONE WAS RECORDED FEBRUARY 9, 2001, IN BOOK 46 OF MAPS, AT PAGES 149 AND 150, K.C.R. 4. TRACT NO. 5957 UNIT TWO WAS RECORDED APRIL 27, 2001, IN BOOK 46 OF MAPS, AT PAGES 198 AND 199, K.C.R. 5. TRACT NO. 6007 UNIT ONE WAS RECORDED , 2001, IN BOOK _ OF MAPS, AT PAGES _ THROUGH _, K.C.R. 6. TRACT NO. 6008 "PHASE 1" WAS RECORDED , 2001, IN BOOK _ OF MAPS, AT PAGES _ THROUGH _, K.C.R. 29460APC 1 05/21 /2001