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HomeMy WebLinkAboutAD 82-1 Engineers Report 1 of 2ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT N0. 82-1 ~STOCKDALE SEWER TRUNKLINE) i~~a ry K . She 11 Mayor Council Members Vernon D. Strong Arthur Rockoff Thomas D. Payne John M. Means James J. Barton Donald K. Ratty J.M. Christensen Philip Keln~ar - City Manager J. Dale Hawley - Superintendent of Streets Professional Services Hargrove & Campagna - Bond Counsel Bartle Wells Associates - Financial Adviser Wilson & Associates - Assessment Engineer Preliminary approval by the City Council of the City of Bakersfield on .the day of 19 83 .' Philip Belmar, pity Clerk City of Bakersfield Final approval by the City Council of the City of Bakersfield on the __.__._ day of 1983 . Philip Kelmar, City Clerk City of Bakersf field ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT N0. 82-1 (STOCKDALE SEWER TRUNKLINE) TABLE OF CONTENTS ENGINEER`S. REPORT SUBMITTAL STATEMENT Pa e 1 PART 1 PLANS AND SPECIFICATIONS/ACQUISITION 1 (On File: City .Department of Public Works) PART 2 GENERAL DESCRIPTION OF ACQUISITIONS 3 PART 13 ESTIMATE OF TOTAL ASSESSMENT DISTRICT COSTS 7 PART;4 PROPOSED ACQUISITION ASSESSMENT. 14 a) Assessment Submittal Statement 15 b) Assessment Roll (Individual AssessMents) 17 c) Assessment Certificates 36 d) Assessment Procedure. 37 e) Figure 1: Trunkline Benefit .and Assess- 41 merit Areas,-City of Bakersfield Assessment District No. 82-1 (Stockdale.Sewer Trunkline) f) Figure 2: Properties Assessed for Trurik~line 42 Oversizing~ City of Bakersfield Assessment District No. 82-1 (Stockdale Sewer Trunkline) PART 5 ASSESSMENT DIAGRAM 43 (On File: Office of the City Superintendent of Streets) i ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT N0. $2-1 ~STOCKDALE SEWER TRUNK~INE) SUBMITTAL STATEMENT I, J. Dale Hawley, appointed Engineer of Work for CITY OF BAKERS- FIELD ASSESSMENT DISTRICT N0. 82-1 ~ST4CKDALE SEWER TRUNKLINE), hereinafter referred to as the "Assessment District", pursuant to the. provisions of the Municipal Improvement Act of 1913, being Division 12 of the Streets and Highways Cade of the Mate of California and Section 10204 of said Code and in accordance with the RESOLUTION OF INTENTION TO ACQUIRE IMPROVEMENTS,~ASSESSMENT DISTRICT N0. 82-1 ~STOCKDALE SEWER TRUNKLINE), being RESOLUTION N0. of the CITY COUNCIL of the CITY OF BAKERSFIELD, hereinafter referred to as the "City",..herewith submit the Engineer's Report for the Assessment District consisting of five (5) parts described as follows : PART: 1: PLANS AND SPECIFICATIQNS/ACQUISIT-IONS The plans-and specifications far. the acquisitions consist of the following: a) ~hosecertainconstructon plans and spe-cifications as approved by the City Engineer, together with all City Engineer approved change orders to said construction plans on file with the City Department of Public Works, for those certain sanitary sewage pipeline works, appliances and appurtenant facilities already installed and generally referred to as the STOCKDALE SEWER T'RUNKLINE thereinafter referred to as the "Trunkline"). "On ~ ,.1.98:3, the. Assessment District Engineer of Work filed a statement with the City Clerk, certifying said Trunkline facilities as complete and acceptable for City acquisition .and connection to existing City sanitary sewage facilities.. Said approved plans and specifications for completed Trunkline facilities are incorporated herein by reference as though set forth in full. b) A general description of all other existing works, appliances, property or appurtenances necessary or convenient for the operation of Trunkline .improvements to be acquired by the City, all of which are more particularly described in Part 2 hereof . PART 2: GENERAL DESCRIPTION OF ACQUISITIONS A general description of Trunkline works, appliances and apgurt- enances already installed and any other works, appliances., -1- property, or capacity rights necessary or convenient for the,opera- tion of the Trunkline, are set forth i~n Part 2 of this Engineer' s Report and made a part hereof. PART 3: ESTIMATE. OF ACQUISITION COSTS ~A ~~reakdown of the estimated cost for the acquisition of Trunkline improvements, together with the incidental expense for completion of said Assessment District is presented in Part 3 of this Engi~- neer's Report and is on file with the. City Director of Public Yorks. Said estimated costs include the costs associated with all City Engineer approved Trunkline change orders. PART 4: PROPOSED ACQUISITION ASSESSMENT A proposed assessment of the total amount-of the costs and e~~penses of the Trunkline acquisition upon the several lots, pieces, parcels or portions thereof or subdivisions of land within the Assessment District in proportion to the estimated benefits to be received by such ..lots, pieces, parcels or sub- di~risions from said Trunkline, is set forth upon the assessment roll filed herewith and made..a part hereof. PART 5: ASSESSMENT DIAGRAM A diagram showing the assessment district, the boundaries and the dimensions of .the subdivisions of land within said arse sment district, as the same existed at the .time of the passage of the Re olution of Intention, is filed here~rth andmade a part hereof and a part of the assessment. Dated this day of 1983. ____ J. Da a Hawley Superintendent of Streets City of Bakersfield _2_ wu. :..: _~ 1 , -. _, 1 i- Y . r \ `- t `~` ~~ I _, ;~ ~ i i ` _ ', l .. V\ ~. I . ''I ~... ,, '~ ~ J .. ., .' ~.: ~ . - f . < ~,; ~. 1 ~lr~f ' jf ~ _ ~ I :. .. r 1 7 . } ~/ ~ : ~ f ~. 1 `_ ~.~ ~ 1 _ . ` . . J i ., 1 ". ~ I F J `- I ~ ~ - '. ~. it . ~, h t { ~. V ~ ~ i ` ~ _ i` _; 1 J i 1 -. ^5i -: ~ i ;I ~ 1 j i Ii .1 ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT N0. 82-1 (STOCKDALE SEWER TRUNKLINE) PART 2 GENERAL DESCRIPTION OF ACQUISITIONS The general description of City. Assessment District acquisitions consists of those certain sanitary sewage pipeline works, appli- ances and appurtenant facilities already installed and certified complete by the City Engineer and generally referred to as the STaCKDALE SEWER TRUNKLINE (Trunkline}, together with those. other works, appliances, property, capacity rights and incidental expenses necessary or convenient for operation of said Trunkline facilities by the City. .The Trunkline has been constructed by Tenneco Realty Development Corporation (hereinafter. referred to as "Tenneco" ) as partial fulfillment of condt~ons of approval for those certain subdivisions of real property within City boundaries, known as Tentative Tracts No. 4472, 4482, 448`9, 4494, ,4.54.4.., 4561, 4562, 4563, 4.576, 4593, 4594, 4600, 460.1, 4602-, 4608, 4610, 4611, 4612, 46.13, 4619, 4620, 4625, 4626 and Tentative Parcel Maps No. 6547, 6?22, 6787, 6846 and 6847. The eligible items of acquisition are all. those Trunkline works, appliances, appurtenant facilities, properties, capacity rights ana incidental expenses which meet the acquisition eligibility criteria set forth in that certain City Agreement No. 82-105, by and between the City and Tenneco, dated ~'uly ?, 19821 Agreement No. 82-105 identifies the eligible items of acquisition as those Trunkline improvements shown on the approved plans and specifi- cations on file in the office of the City Director of Fublc Works, which Trunkline. improvements have been certified as co~plete by the Engineer of ~Tork far said Assessment District prior to the adoption of the Resolution of Intention to acquire said Trunkline improvements. The eligible items of acquisition include the actual cost of the improvement incurred by Tenneco for materials, labor, engineering, construction inspection,. construction survey- ing, inspection fees, sewer fees, assessment engineering fees, interest. paid on funds advanced for construction work and all costs incidental to the construction of said. Trunkline improve- ments. Trunkline items eligible for Assessment District Acquisition are generally described as follows: A. GOSFORD ROAD TRUNK SEWER Includes sanitary sewer pipeline improvements complete with manholes and appurtenances as shown on CITY approved "Plans For The Construction of Gosford Road Trunk Sewer" and including CITY - 3 - approved change orders to said plans. Gosford Road Trunk Sewer is located in the following described streets or easements, as shown on an easement map on file in the off ice of the City Engineer. a. In an easement located south of and running parallel with. McCutchen Road ri4ht of way from the point of connection to the existing 48-inch diameter CITY interceptor sewer at Gosford Road Trunk Sewer Manhole No.l, Stat-ion 10+46.02, westerly a distance of 4,266.70 feet, more or less,. to Manhole No . 8 , Station 5 3+12.7 (EQ } . b. In Gosford Road from Manhole No. 8, Station 52+34 (EQ), northerly a distance of 11,333.32 feet more or less, to Manhole No. 29, Station 164+97..32,. the point. of connection with the 24-inch diameter pressure discharge line from the Gosford Road Lift Station. Manhole No. 29 is located 260 feet .more or less, southerly from the centerline of proposed District Boulevard. B. GOSFORD ROAD. LIFT STATION The Gosford Road Lift Station includes a complete sanitary sewage..- lift station and appurtenances, as shown on CITYapproved.:"Plans For The Construction Of Gosford Road Lift Station" and neluding eITY approved change orders to said plans. Said lift s anon is located 80 feet .southerly, more or less, of the centerline of proposed District Boulevard and 80 feet easterly, more or less, of the Gosford Road centerline. C. CAMPUS PARK TRUNK SEWER The Campus Park Trunk Sewer includes sanitary sewer pipeline improvements .complete with manholes, pipeline stubouts providing for the future connection of tract sewers and appurtenances as shown on CITY approved construction plans for the."Campus Park Trunk sewer" and including CITY approved change orders. The Campus Park. Trunk Sewer. is located in the following described streets or easements as shown on the aforementioned Tentative Tract and Parcel Maps: a. From the point of connection.to the Gosford :Road Lift. Station, northwesterly 124.60 feet, more or less, to Campus Park Trunk sewer Manhole No. 1, Station 0+40, located near the intersection of Gosford Road acid propo ed District Boulevard. .b. Northerly in Gosford Road from Manhole No. 1, 20 feet more or less, to connect with existing Drop Manhole No. 18. c. Westerly in proposed District Boulevard from Campus Park Trunk Sewer Manhole No. 1, Station O+OQ, a distance of 1,960.69 feet, more or less, to Manhole No. 5, Station 19+60.69, located in the intersection of proposed District and Pin Oak Boulevards. - 4 - d. Northerly in proposed Pin Oak Boulevard from Manhole No. 5 a distance of 687 feet, more or less, to Manhole No. 7, Station 26+47.69, located at the intersection of proposed Pin Oak Boulevard and proposed "A" Street. e. t~esterly in proposed "A"~ Street from Manhole No. 7, a dis- tance of 1,298.53 feet, more or less, to Manhole No. 10, located at the intersection of proposed "A" Street and pro- posed Park View Drive. f. Northerly in proposed Park View Drive from Manhole No. 14 a distance of 1,696 feet, more or less, to Manhole No. 14, Station 56+46.2.2, located at the intersection of proposed Park View Drive and proposed Campus Park Drive. g. Westerly in proposed Campus Park Drive from Manhole Na. 14 a distance of 1,219.43 feet, more or less, to Manhole No. 17, Station 68+65.65, located in the intersection of .proposed Campus Park Drive and proposed Old River Road. Manhole No. 17 being the western .terminus of the Campus Park Trunk Sewer and the southern terminus of the Old River.Road Trunk Sewer. D. OLD RIVER ROAD TRUNK SEWER .The Old River Road Trunk Sewer includes sanitary sewer pipeline improvements complete with manholes, pipeline stubouts providing far the future connection of tract sewers and appurtenances as shown on CITY approved "Sewer Plans, Old River Road Trunk Sewer (Between Ming Avenue and Campus Park Drive)" and including CITY approved change orders. The Old River Road Trunk Sewer- is located in the following listed existing streets or proposed streets as shown on the aforementioned Tentative Tract and Parcel Maps: a. In proposed Old River Road from Manhole No. 1, Station 0+00 .(the point of discharge of the Old River Road Trunk Sewer to the Campus Park Trunk Sewer)., northerly a distance of 8,164.49 feet, more or less, to the point of connection with the-Ming Avenue Trunk Sewer. E. .MINE AVENUE TRUNK SEWER The Ming Avenue Trunk Sewer includes sanitary sewer pipeline improvements complete with manholes, pipeline stubouts providing for the future connection of tract sewers,. a canal undercrossing, connections to existing sewage pipelines and system appurtenances as shown on CITY approved "Ming Avenue Trunk Sewer Plans (Between Gosford Road and Old River Road)" and including CITY approved change orders. The Ming. Avenue Trunk Sewer is located in the following listed existing streets or proposed streets as shown on the aforementioned Tentative Tract and Parcel Maps: - 5 - a. Ming Avenue from Manhole No. 1, Station 1+00, (located in Ming Avenue a distance of 120 feet, more or less, from the centerline of Gosford Roads westerly in Ming Avenue a dis- tance of 6,452.18 feet, more or less., to Manhole No. 14 located in the intersection of Ming Avenue and proposed Old River Road. b. In the proposed Old River Road from Manhole No. 14 southerly 8.0 feet, more or less, to the point of connection with the Old River Road Trunk Sewer. The. acquisition costs. of eligible Trunkline itemsshall include the actual contract prices for canstructie~n of the Trunkline as paid to contractors by TENNECO, including allowances for cost increases or decreases resulting from CITY approved contract change orders. Additional eligible costs shall include the costs for acquisition of the Gosford Road Lift Stateion site property, costs for materials, labor,, design engineering, soils testing, computer analysis, construction,..inspect.ion and surveys, inspec- Lion fees, interest on finds advanced for construction v~ork, assessment engineering, bond counsel and attorneys' fees, muni- cipal financing consulting fees, CITY assessment administration charges and other charges associated with the doing of all incidental work` and payment of expenses herefore, as necessary or-convenent~to accomplish any of the foregoing and making all acquisitions auxiliary to any of the foregoing which may be necessary or convenient to complete the same in accordance with the requirements of the CITY, the County of Kern, any agency of the State of California or of the Federal Government, any special district of to-cal government, or regulated public utiliay company. The acquisition of easements, including construction easements, ar capacity rights necessary by reason of the foregoing described work. -6- ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT N0. 82-1 (STOCKDALE SEWER TRUNI~LINE ) PART.. 3 ESTIMATE OF TOTAL ASSESSMENT DISTRICT COSTS 1. The Stockdale Sewer Trunkline System consists of f-our (4) .seat-ions of gravity sewer pipe ~.ne and one sewage lift station. These five Trunklne seetions are. listed below and a statement of the acquisition assessment costs .for;each section is presented in the following Tables 3-1 through 3~5. A. TRUNKLINE SECTION I GOSFORD ROAD TRUNK SEWER B. TRUNKLINECSECTION 2 : GOSFORD RC?AD LIFT STATION C, TRUNKLINE SECTION 3 : CAMPUS PARK: TRUNK S-EWER D . TRUNKLINE SECTION 4 OLD: RIVER ROAD TRUNK S~TER E. TRUNKLINE SECTION .S MINE AVENUE TRUNK SEWER 2. TABLE 3 : ESTIMATE OF TOTAL ASSESSMENT C05TS FOR:ACQUISITIQN OF TRUNKLINE IMPRO~TEMENTS, combines the total construction, ncaCdental and bond sales cost fox the five Trunklr~e Sections and presents the total amount to be assessed to district properties for acquisition of the Trunkline system. -?- TABLE 3 ESTIMATE OF TOTI~L ASSESSMENT COSTS FOR ACQUISITION OF TRUNKLINE IMPROVEMEI3TS I. IMPROVEMENT CONSTRUCTION COSTS: A. Gosford Road-Trunk Sewer B. Gosford Road Life Station C. Campus Park Trunk Sewer D. Old River Road Trunk Sewer E. Ming Avenue Trunk Sewer TOTAL IMPROVEMENT CONSTRUCTION COST II. IMPROVEMENT INCIDENTAL EXPENSES: A. Design Engineering Construction Inspection = 453,892.00 B. City Plan Review Inspection = 10000.QO C. Assessment Engineering ~ 84,174.00 D. Bond Counsel = 106,205000 E. Financial Adviser = 41,300.00 F. Bond Printing, Posting j ,~/1.b6,atd.on - ' ! , 000 s 00 Gv Fiscal Agent = 40,OOOo00 H. Assessment Administration & Incidentals Contingency. = 11,500.00 SUBTOTAL IMPROVEMENT INCIDENTAL EXPENSES III. PROJECT COST TO BOND SALES COIKPUTATIONS: Prelianinary Confiraned Assessment Assessment $2,150,b83.00 553,369.00 1,045,540.00 538,523.00 404,906.00 4,693,021.00 75.4,071.00 5,447,092,00 IV. BOND SALES COSTS: A. Underwriter Discount = 309,49.4.00 B. Special Reserve Fund = 433,291.00 ESTIMATED TOTAL BOND SALES COSTS ?42,7$5.00 V. TOTAL ASSESSMENT FOR IMPROVEMENT ACQUISITION: 6,189,877.00 _g_ TABLE 3-1 ESTIMATED IMPROVEMENT ACQUISITION COSTS GOSFORD ROAD TRUNKLINE Preliminary Assessment I. IMPROVEMENT CONSTRUCTION COSTS: A. Construction. .Costs $2,009,.983.00 B. Interest on Construction Finan cing 140,700000 C. TOTAL IMPROVEMENT CONSTRUCTION CO5T 2,150,683°00 II. IMPROVEMENT INCIDENTAL EXPENaE5: A. Design .Engineering & Construction Inspection = 190.,934.00 B. City Plan Revie~r Inspection _ 4,583.00 C. ~ Assessment Engineering _ 38,577.00 D. Bond .Counsel = 48,6?4.00 E. Financial Adviser _ 18,928.00 F. Bond Printing, Pasting & Publication = 3,208.00 G. Fiscal Agent =- 18,332.,00. H. Assessment Administration & Incidentals Contingency = .5,270.00 SUBTOTAL INCIDENTAL EXPENSES 32$,506.00 III. PROJECT COST TO .BOND. SALES COMPUTATIONS: 2,479,.189.00 IV. BOND SALES COSTS: A. Underwriter Discount = 140,8.63.00 B. Special. Reserve Fund = 197,208000 C. ESTIMATED TOTAL BAND SALES COSTS 3.38,071.00 V. TOTAL ASSESSMENT FOR IMPROVEMENT ACQUISITION: $2,817,260.00 Conf inured ___ Assessment -g- TABLE 3-2 ESTIMATED IMPROVEMENT COSTS GOSFORD ROAD LIFT STATION I. IMPROVEMENT CONSTRUCTION COSTS: A. Construction Cost B. Interest on Construction Fin ancing C. Acquisition of Lift Station Site D. TOTAL IMPROVEMENT CONSTRUCTION COST II. IMPROVEMENT-INCIDENTAL EXPENSES: A. Design Engineering Construction Inspection =110,883:.00 B. Ci~y:Plan P.eview & Inspection _ 1,1?9000 C. Assessment Engineering = 9,924.00 D. Bond Counsel = 12,522.00 E. Financial Adviser _ 4,869.`.00 F. Bond Printing, Posting Publication = 825.00 G. Fiscal ..Agent _ 4,?16.00 H. Assessment Administration Incidental Contingency _ 1,.,35'6.00 SUBTOTAL INCIDENTAL EXPENSES III. PROJECT COST TO 80ND SALES COMPUTATIONS: IV. BOND SALES COSTS:. A. Underwriter Discount = 39,?53.00 B. Special Reserve Fund = 55,653.00 C. ESTIMATED TOTAL BOND SALES COSTS V. TOTAL ASSESSMENT FOR IMPROVEMENT ACQUISITION: Preliminary Confirmed Assessment. Assessment $ 511,?00.00 35,819.00 5,850.00 553,369.00 146,2?4.00 699,643.00 95,406.00 ?95,049.00 - 10 - TABLE 3-3 ESTIMATED IMPROVEMENT ACQUISITION COSTS CAMPUS PARK TRUNK SEWER Preliminary Assessment I. IMPROVEMENT CONSTRUCTION COSTS.: A. Construction-Cost $ 977,140.00 B. Interest on Construction Fi nancing 68,400.00 C. TOTAL IMPROVEMENT CONSTRUCTION COST 1,045,540.00 II. IMPROVEMENT INCIDENTAL EXPENSES: A. Design Engineering & Construction Inspection =122,100..00 B. City Pla.n.Review & Inspection = 2,228.00 C. Assessment 'Engineering =.18,.754o0Q D. .Bond. Counsel = 23,b6200 E. Fnancal.Adviser = 9,202.00 F. Bond Printing, Posting Publication _ 1,5b0.00 G. Fiscal. Agent = 8,912.00 H. Assessment: Administration & Incidental Contingency = 2,563°00 SUBTOTAL INCIDENTAL EXPENSES 188,981.00 III. PROJECT COST TO BOND SALES COMPUTATIONS: 1,234,521..00 IV. BOND SALES COSTSs A. Underwriter Discount = 70,143.OQ B. Special Reserve Fund = .98,201.00 C. ESTIMATED TOTAL BOND SALE5 COSTS ~ 168,344.00 V. TOTAL ASSESSMENT FOR IMPROVEMENT ACQUISITION: O ~ 1,402,865.00 q~~~~ ~~~~~ il~~~~ Cnnf i rmPr~ -11- TABLE 3-4 ESTIMATED IMPROVEMENT ACQUISITION COSTS OLD RIVER ROAD TRUNK SEWER Prey: ~~minary Assessment I. IMPROVEMENT CONSTRUCTION COSTS: A. Construction Cost $ 485,156.00 B. Interest on Construction Financing -53,367.00 C. TOTAL IMPROVEMENT CONSTRUCTION COST 538,523.00 II. IMPROVEMENT INCIDENTAL EXPENSES: A. Design Engineering & Construction Inspection = 14,46.3..00 B. City Plan Review & Inspection = 1,1:47.Q0 C. Assessment Engineering ~ = 9,655.00 D . Bond Counse 1 = 12 ,182.00 E. Financial Adviser = 4,737000 F. Bond Printing- Posting Publication = 803.00 G. Fiscal Agent = 4,588.00 H. Assessment. Administration & Incidental Contingency = 1,319.00 SUBTQTAL INCIDENTAL EXPENSES 48,894.00 III. PROJECT COST TO BOND SALES COMPUTATIONS: 5$7,417.00 IV. BOND SALES COSTS: A. Underwriter Discount = 33,376.00 B. Special Reserve Fund = 46,726:00 C. TOTAL BOND SALES COSTS 80,102.00.. V. TOTAL ASSESSMENT FOR IMPROVEMENT ACQUISITION: 6b7,519.00 C_nn f i rmPr~ - 12 - TABLE 3-5 ESTIMATED IMPROVEMENT ACQUISITION COSTS MIND AVENUE, TRUNK SEWER Preliminary Confirmed. Assessment Assessment I. IMPROVEMENT CONSTRUCTION COSTS: A. Construction Cost $ 36.4,7,80.00 B. Interest On Construction Financing 40,126,00 C. ,TOTAL IMPROVEMENT CONSTRUCTION COST 404,906.00 II. IMPROVEMENT INCIDENTAL EXPENSES: A. Design Engineering & Construction Inspection = 15,512.00 B, .City Plan Re~riew & Inspection - 863.00. C. Assessment Engineering 7,264.00 D. send Counsel = 9,165.00 E. Financial Adviser = 3,564.00 F1 Bond Printing, Posting & Publication = 604.00 G. Fiscal Agent = 3,452.00 H. Assessment Administration & Incidental Contingency = 992.00 C. SUBTOTAL INCIDENTAL EXPENSES 41,416.00 III. PROJECT COST TO BAND SALES COMPUTATIONS: 446,322.00 IV. ESTIMATED BOND SALES COSTS: A. Underwriter Discount _ 25,59.00 B. Special Reserve Fund = 35,503.00 C. TOTAL BOND SALES COSTS 60,862.00 V. TOTAL ASSESSMENT FOR IMPROVEMENT ACQUISITION: 507,184.00 - 13 - t _. . -~ ~~ , , : 1 ~, ,,~, J t ' I, J { i ~ L ~ ~ _ l t ~\/ r, 1 ~ - _ _ ~~ 1 '~.,. ~ '. . i. ~ . - - i ~^ r i 1 .I ~ r l ,. 1 l l i ~ \ ~ 1 ~ 1 ~, ~" ~~ ~ ~~ i, ~ 7 ~ ~ ~~ . i ,..._ _ \ , J ~, ~ ~+ 1, \, ~ ( k~ i ~ ` !~ \ ~ - ;, ,. l l .. r - ., f r j~ l ., `~ \ ~-., ~ i ( - ~ ~- ~~ i ~ ~ f I. .. : ~ '. ,. i ' `p., ~ ,, - ' ~ -` ~~ i , ~, { i { Y ~.- i ,: ', . ~ ~l y 1 I ~ ~. { i 1 ~•. ,~~ ~~ I~ ~ ~_ ~ ~ ~ ~ ~.~~ ~` ~ ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO. 82-1 (STOCKDALE SEWER TRUNKLINE) PART 4 PROPOSED ACQUISITION ASSESSMENT .WHEREAS, on 1983., the City ..Council of the City of Bakersfield, pursuant to the provisions of the Municipal Improvement Act of 1913 (Division 12 of the Streets and Highways Code), did adopt its RESaLUTION N0. , RESOLUTION OF INTENTION TO ACQUIRE IMPROVEMENTS, ASSESSMENT DISTRICT N0. 82-1 (STOCKDALE SEWER TRUNKLINE), for the acquisition by spedial assess- ment district proceeding of those certain sanitary sewage pipeline works, appldances and appurtenant facilities already installed, together v~ith those other works, appliances, property or capacity rights. necessary or convenient for operation of said sanitary swage facilities by the City., all of which are more particularly described in said Resolution of Intention. WHEREAS, said Resolution of Intention did refer said proposed acquisition- to the Engineer of Mork for said A sessment District No. 82-1 and .did direct said Engineer to make and file with the City Clerk of said City, a report in writing, presenting. the following: a. Plans and specifications of the improvements already installed and proposed to be acquired pursuant to said Resolution of Intention. b. Engineer's statement of the itemized and total estimated .costs .and expenses of said improvements and of the inci- dental expenses in connection therewith. c. Diagram showing the assessment district and :also .the boundaries and dimensions of the.respective subdivisions of land within said district as the same existed at the time of the passage of said Resolution of Intention, each of which subdivisions shall be given a separate number upon ,said Diagram. d. A proposed assessment of the total amount of the costs and .expenses of the proposed acquisition of improvements upon the several subdivisions of land in the district in propor- tion to the estimated benefits to be received by such subdivisions, respectively, from said improvements, and of the expenses incidental thereto. Reference is hereby made to said Resolution of Intention for further particulars. - 14 - NOW, THEREFORE, I, J. Dale Hawley, Engineer of Work of said Assess- ment District No. 82-1, pursuant to the provisions of the Municipal Improvement Act of 1913 and said Resolution of Intention, do hereby submit the following: 1) Pursuant to the provisions of said Act and of said Resolution of Intention, I have assessed the total amour~ti~~ of the costs and expenses of the proposed acquisition of improvements and of the expenses incidental thereto upon the several subdivi- sians of land in the district in proportion to the .estimated benefits to be received by such subdivisions, respectively,. from said improvements all as is more. particularly set forth in the Assessment Roll as contained herein. The numbers. on said Assessment Roll correspond with the assigned numbers upon the Assessment Diagram filed herewith. For a more particular description of said property, reference is made to the deeds and maps of record on file. in the Office of the kern County Recorder and to the notes of the Boundary s Description as setforth in he map. entitled "MAP OF ASSESSMENT DISTRICT, CITY OF RAKERSFIELD ASSESSMENT DISTRICT N0. 82-1 (STOCKDALE SEWER TRUNKLINE), COUNTY OF KERN, CALIFORNIA" , on file in the Office:. of the Clerk of the .City of Bakersfield and in the Office of the. fern County Recorder. 2) As required by aid Act.., the diagram entitled, "ASSESSMENT DIAGRAM OF, CITY OF BAKERSFIELD ASSESSMENT DISTRICT N0. 82-1 (STOCKDALE SEWER TRUNKLINE), COUNTY OF BERN, CALIFORNIA", containing fifteen (15) sheets , is filed herewith. and incorporated herein as though set forth in full.. Said Assessment Diagram delineates the boundaries of said dis- trict and the boundaries and dimensions of the respec ire subdivisions of land within said district as the same existed at the time of the passage of said Resolution of Intention, each of which subdivisions having been assigned a separate assessment number upon said Assessment Diagram-and in said Assessment Roll. 3) By virtue of the authority contained in said Act and by further direction and order of the City Council of the City of Bakersfield., I do hereby make the following assessment to cover the total amount of the costs and expenses of the acquisition of improvements and of the Costs and expenses incidental thereto to be paid by the assessment district based on the costs and expenses as set forth below: - 15 - Preliminary Confirmed Approval & Assessed- Total Improvement Construction Cost $4,693,021.00 Estimated Incidental Expenses 754,071.00 Estimated Special Bond Reserve Fund 433,291.00 Estimated Bond Discount. 309,494.00 Tota Estimated Acquisition Cost 6,189,877.00 Less Contributions - 0 - Balance To Assessment 6,189,877.00 For particulars a to the ndividual,assessments and their descriptions, reference is..:madetothe As essment Roll as comaned herein. 4. For a more particular description of the manner in which the total amount of the costs and expenses of the proposed acqui- siton of improvements has been assessed upon the several subdivisions of land in theedstrict, reference. is made to the Assessment Procedure as contained herein. 5. NOTICE IS HEREBY GIVEN that serial bonds too represent the unpaid assessments, and bear interest at the rate of not to exceed twelve percent ~12~) per annum, will be issued here- . under in the manner provided in the Improvement-Bond .Act of 1915, Division 10 of the..Streets and Highways Code., the last installment of such bonds shall mature not to exceed thirty- . nine (39} years from the second day of July next succeeding ten (10 } months from their dato . The provisions of Part 11.1 of said Act, providing an alternate. procedure for the advance payment of assessments and the callinr~ of bonds shall apply to thane proceedings. DATED 1983 BY: J. DALE HAWLEY ENGINEER OF WORK AND SUPERINTENDENT OF STREETS CITY OF BAKERSFIELD - 16 - ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT N0. 82-1 ~ST4CKDALE SEWER TRUNKLINE) ASSESSMENT ROLL . Assessment Roll Description The following ASSESSMENT ROLL presents a listing of the total amount proposed to be assessed upon the several subdivisions of land located within the boundaries of City Assessment District: No. 82-1. In addition, the Asse sment Roll presents a descrp- Lion of each of the separate subdivisions of land as such subdivisions existed at the time of the passage of the Resolution of Intention for said district, along with the name and address of the owners of said subdi~is-ions. The separate subdivisions are further identified in the Assessment Roll by an Assessment Number, which corresponds with the .number: assigned to each such separate subdivisions of land and shownupon the Assessment Diagram filed herewith. The information presented in each column of the Assessment Roll is described as follows Column.#1 - Assessment Number: The numbers appearing on the Assessment Roll under the Assessment Number column, correspond with the number assigned to each of ..the several subdiwisi®ns of land within said district and shown upon the Assessment Diagram filed herewith. Column #2 - Property Description (APN or Tract/Lot No.) ~ r ~i~~i i This column describes each of the separate subdivisions of land by presenting the Assessor's Parcel Number assigned to the subdivision of land by the Kern County Assessor.. Where new lots, pieces or parcels have been created by the recording of a final subdivision tract or parcel map prior to the adoption of-the district Resolution of Intention-and Assessor's Parcel Numbers were not available, each such new lot, piece, or parcel has been described in the Assessment Roll by listing the name or number of the recorded map subdividing the land and the number assigned to each of .the new separate lots, pieces, or parcels and shown on the recorded map. Column #3 - Owner Name/Address This column presents the name and address of the owner of each of the separate subdivisions of land in said district, as the same appeared or the last equalized assessment roll for preparation of Kern County taxes prior thereto or as known to .the Clerk-Recorder. of- this County of Kern. - 17 - Column #4 - Preliminary Assessment a ~ Column 4 presents the total amount proposed to be assessed on each of the separate subdivisions of land within said district. This is the amount that is to be shown on the notice to .property owners, which. will be mailed to the owners of each of the said separate subdivisions. Column #4 - Confirmed Assessment This calumn lists the amount of the final assessment confirmed by the City Council of the City of Bakersfield. This column will snow the total amount of the assessment confirmed and assessed upon each of the separate subdivisions of land within the district. This is the amount that wild be shown on the Notice of Recordation of Assessment (Notice to Pays which will be mailed to the owners of each said subdivisions of. nand following the fa.nal hearing and recording of the Assessment Diagram and Assessment Roll. .. ~g ,~ N N ON U~ ~.1 ~' 'd' l0 d{ 00 01 M r-i r-I l0 ~ ~ ~ ~o ~+ oo ~r o~ r r oo ~ ~ N o ~~ ~ N N l0 M t!1 i~ 01 M ~ O t11 ~ N O t!1 r-i Ol lf'1 +-1 01 N ~~ tl~ 1~ l0 M d' G1 N 'd' t°~ ~0 v-°i N N ~ N O Ol 01 M M M M N !~ ~ M M tP1 O M o-~i tll ~ CO ~ ~ ,-1 M M N N r-I ~. 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NQt ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ aa~~~ ~~H ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ 0 0 0 0 0 0 0 0 0 0 0 0 0 a a a a a a a a a a a a a a~ ~ ~°' ~ ~ ~ ~ ~ ~ o ~ N M ~ ~ ~o {ll r-i r-I r-1 ~-l P-i t-I N N N N N N N ~ N N N N N N N N N N N N N N 35 ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT No. 82-1 ~STOCKDALE SEWER TRUNKLINE) ASSESSMENT CERTIFICATES I, .Philip Kelmar, as City Clerk, do hereby certify that the fore- going assessment, together with the diagram attached thereto, was filed in my office on the day of 19.83. City Clerk City of Bakersfield State of California I, Philip Kel~nar, as City clerk, do hereby certify that the fore- going. assessment, together with the diagram attached thereto, was approved and confirmed by the City Council of the City of Bakers- field on the day of 1:983. City Clerk City of Bakersfield State of California I, J. Dale. Hawley, as Superintendent of Streets of said City, do hereby certify that a certified c®py of the foregoing assessment, together with-the diagram attached-thereto, was recorded in my office on the day of 1983. ______ Superintendent of Streets City of Eakersf field State of California -36- ENGINEER'S F~FP4RT CITY QF BAKERSFIELD ASSESSMENT DISTRICT N0. 82-1 (STOCKDALE SEWER TRUNKLINE} ASSESSMENT PROCEDURE A specific procedure or formula must be developed for every assessment district, for the .purpose of apportioning the total cost of .the assessment district to the individual properties that will benefit from the district improvements. State statutes require that the cost of the assessment be apportioned to the individual parcels according to the benefit that each parcel can be expected to receive from the improvements covered by he assessment. It has been established through the years that the benef to a parcel frem a particular improvement should be determined on the basis of the highest and best use ,expected .for a property. The current land use of an area to be benefited_by a new imps®ve- went ~aill, therefore., not necessarily be used as the ba is for deternimng the _ full extent of the benefit and the resulting as es~sment share for the progeny. This is especially true with regard to improvements that will provide urban utility services to properties that are notpresently Beveloped to an urban land use. The availability of these utility .improvements will increase the potential and use options for these undeveloped properties. These undeveloped properties should therefore be assessed on the basis of their new potential for future development. An assessment proceeding can provide for the complete construction of .the desired improvement, or for the acquisition of imgro~ement already constructed,. The Stockdale Sewer Trunkline consists of sanitary sewage pipeline ,and appurtenant facilities already con- structed as a condition of development for several,tentatve subdivision tracts located .within the City of Bakersfield. These tracts are identified in Part 2 of this engineer's report. Assessment proceedings were undertaken by the City of Bakersfield to form City Assessment District No. 82-1 (hereafter "the District"), for the purpose of acquiring the Stockdale Sewer Trunkline (hereafter "Trunkline"} from the present owner. Acqui- sition of the Trunkline by City .assessment ,proceeding will make Trunkline sewage transport capacity available to all properties located within the Benefit Area of .the Trunkline system. Figure 1 of this engineer's report shows the boundaries of both the Benefit and Assessment Areas of the Trunkline. The Total Assessment For Improvement Acquisition, as presented in Table 3, Part 3 of this engineer's report, has been assessed upon the several subdivisions of land. in the District in proportion to - 37 - the estimated benefit to be received by each such subdivision. A description of the procedure used to apportion the.. assessment among the subdivisions of land in the District is presented in the following section. Assessment Procedure The boundaries of the Trunkline Benefit and Assessment Areas are illustrated in Figure 1 of this engineer's report. A review of the referenced Figure will show that the Trunkline Benefit Area exceeds .the Trunkline Assessment Area. The Trunkline Benefit Area represents that specific land area which, if developed to urban land uses, will discharge sanitary sewage waste flows generated within the area to the Trunkline system. The~Trunkline system will-transport the sewage waste flows discharged from the Benefit. Area to the City of Bakersfield Treatment Plant No. 3, for treatment and effluent disposal. The Trunkline Benefit Area exceeds the Trunkline assessment P,rea, because several owners of the properties located in the ~ene.fit Area requested that their properties be withdra~rn from the District. These withdrawal requests and their potential impact on assessments for ;properties that would remain in the District were, reviewed with Districteland owners. The remaining District land:. owners agreed to absorb the additional costs that would be assessed to their properties as a direct result of the reques ed property wi.thdrawaas. Proceedings were then undertaken by the City to form the District and levy the TOTAL ASSESSMENT FOR IMPROVEMENT ACQUISITION CSee Table 3, Part 3) against those properties left in the .District. The referenced Figure d - illustrates the area to be assessed for the acquisition. This assessment proceeding was undertaken pursuant to that, certain City Agreement No. 82-105, dated July~7, 19.82, by~and between the .City and Tenneco Realty Development. Corporation. Under the terms anal conditions set forth in that agreement, the City w-ill charge a connection fee to all properties withdrawn from the assessment district that connect to the system at some future date. The terms and conditions of the Trunkline Connec- tion Fee .are to be established by the~City. In order to equitably accommodate this withdrawal of benefiting properties from the assessment, the procedure for camputing individual parcel assessments has been divided into two parts.. The first part of .the assessment procedure is called the Baseline Assessment and the second part is called the Oversizing Assess- ment. The Baseline Assessment represents ;the total amount a property would have been assessed if all properties located within the Trunkline Benefit Area shown on Figure 1 had been included in this assessment district. The Oversizing Assessment represents that portion of the Total Assessment for Improvement Acquisition shown. in Table 3, Part 3 of this engineer's report that would. have been apportioned to those properties which have been with-. drawn from the District at owner request. _ 38 The details of the District Assessment Procedure are presented as follows 1. Basis of Trunkline Cost Apportionment e ~.~~~ ~ The Baseline and Oversizing assessment costs have been apportioned to individual properties in the District in direct proportion to the Trunkline capacity allocated to a property. Trunkline capacity has been allocated to individual properties throughout the Trunkline Benefit and Assessment Areas on the basis of the estimated total number. of Equivalent Residential~Dwelling Units (EDU} that may be developed on a property. Approved general plan land use designations, in combination with landowner site plans, were used where available to compute the EDU allocations for properties within the District. All other areas were assigned an assumed Village land use designation, carrying a maximum density of 5.4 EDU/gross acre. Figure 2 of this engineer's report illustrates the general location of the five (5) sections of-thee Trunkline system to be .acquired by thus asses mend proceeding. Each section is described further in Part-2 of this engineer' report, titled General Description of Acquisitions. The Total Assessment :for Improvement Acquisition for. the entire Trunkline system is presented in Table 3 of Part 3 of thus engineer's report, while Tables~3-1 through ~~5 of part~3 present the share. of the total acquisition assess- merit for each of the five Trunkline sections. Each property in the District has been assessed a pro rata share for acquisition of only those Trunkline sections which v~ill actually serve the property. The first step in the process of apportioning these. Trunkline section assessments, was to compute a unit assessment factor per EDU for each Trunkline section. These factors were developed by dividing the estimated total number of EDU's to be served by each Trunkline section into the amount shown in Part 3 as the Total Assessment For Improvement Acquisition for the Trunkline section being considered. An individual property assessment for a Trunkline section could then be computed by taking the product of the section unit assessment factor and the estimated total number of EDU' for the parcel. The total amount assessed to a property in the district is computed by adding the amounts apportioned to the property for each section of the Trunkline, as computed under the previously described procedure. 2. Baseline Assessment As previously stated, the Baseline Assessment represents the total amount that would have been assessed to a property located within the Trunkline Benefit Area shown in the referenced Figure d, if all properties located within the Benefit .Area had been included in this assessment proceeding. Therefore, the. -39- Baseline Unit Assessment represents the costs per EDU that would have been assessed to all those properties withdrawn from the District at owner request. Consequently, the Baseline Unit Assessment is sued in the procedure for computing the amount to be apportioned to the Oversizing assessment. It will also be available as a benchmark value, for .use by the City in computing connection fe~~~~:s to be charged to non-assessed properties that may be connected t the Trunkline at some future date. The total Baseline Assessment for a property was computed as the product of the total estimated number of property EDU's, multiplied by the sum of the Baseline Unit Assessments for each Trunkline. section that will serve the property. 3. Oversizing Assessment The Oversi2ing Assessment represents that portion of the Trunkline Total Assessment For Improvement Acquisition that would have been appor Toned to Trunkline Benefit .Area properties withdrawn .from the, District at owner request. See Figure 1 for an: illustration of the Benefit Area excluded from the District. The share of the total assessment that would have been pa~.d by these withdrawn properties must be assessed to the properties left-in the District. The O~erszing part of the assessment will therefore be an amount that is in addition to the Baseline Assessment apportioned to each property in the District. The total amount of the Oversizing Assessment was computed as the product-of the estimated total EDU's for the properties withdrav~n from the District, multiplied by the sum of the Baseline Unit Assessment Factors for each Trunkline section that gill serve D those withdrawn properties. The total amount of the werszing Assessment is to be apportioned, at landowner request, to a limited number of the properties in the District. Figure 2 of this engineer's report illustrates that portion of the District which will be assessed the total amount of the Oversizing Assessment. The specific properties that are to be assessed for Trunkline Overszing are listed as follows by their Assessor's Parcel Numbers ~APN~. Book 369, Fage 01, Parcels Number ~, 3, 5 and 6; Baok 369, Page 02, Parcels Number 4, 9 and 11. Book 369, Page 03, Parcel Number 1; Book 369, Fage 04, Parcel Number 7; Book 35?, Page 01, Parcel Numbers 21, 22, 29, 30, 32 and that portion of 33 not included. in Tentative Parcel leap No. 6547 currently on file with the City of Bakersfield. Book 35?, Page 02, Parcel Numbers 1 and 15. No other assessment district properties are to be assessed for and Oversizing costs. No other land owners will be adversely affected by this Oversizng assessment procedure. - 40 - ul W Q N~ ~ O ~~ a eRin~HAU. ~ Ro. L E G E N D '~ :~, • . ;, . ~ ~~ `~ ' - ~%~' .~...~ Boundary of Trunkline ~'' c" ~ ,~ ~~;~ ,r ,;~ '~~~ Benefit Area ±:'~`= ~= %,t~ '~"~ '~~ Trunkline AeeetZSment ~~ : ` ~ ` e.~ ~ V ,~~~' ~ r .,,r ~''. I r~' ,wK,~s• } ~7 ~ • r yr f r A , J NQ s~ I K~~. 'C .+~~~ a'IltiMwi4Y I ® T. 29 S. '•:~r;• :Yii CKn~' Y '• ~~ ;~~".`p' ~, CatIFORNia srarE Z „~; ;, . ,4~ :;~~ COLLEGE, BAKERSFfEL~ '~ ' • ~ .,,~. w Y. ~. ~;~} ~:~ <. ~'r: +~ ~ r g~ ~~~ ~_~ .,, irk :'~ ... °~# MING p~~ r MSG' •.. ~/~ fir. ~~:+~~,M+~L y.~ ~. N • tw .. ~.. .f~ ~{~ ~~ .~ e~:. S~If'~:I t'ZWO ,~ ?; I~i'"i4. ~ ~ ` M2 y~ 7 ~ W ~ '~; ES ~~~ I ,;- - o N ~. ~ rI }~ ~ `y x• +" "1 ~ ~ ~• ..~. ~ . ;:; .~s w;~ ~J, `~~ . ,~ ®~.le m ~~~ ,w L .+1 a ~ •.`,~ 1Y ,.. -w= ~ LANE "- ~ l •,.~ ~ ~ ••• . •h ~/!~ . ~ fi~tti ~' "~~. f *' ~ ~ ~ ~ ~ ~ 4 ayZ ~e' 4~u ~'%~: ,tiYY sir J~R6 ~ w'-T,: SOUTHERN PA IF Y~,,~?t~'~1,r`~-~~`{+~ ~ :'' >`., ~~ .,,, C r.l J' S. ~r 0.1 _'+~ .4i. ri.~(J~~rb!'l~ .{~yy~~, ~'o'S.>. ~~ ~ ~~ ~ ~ _ ~.~ • ~ PACHECO iZp ~;~ ~ ~*'~ O '" Q ~ 4. H ~' > ~ ~ ~~ y ~~ + ~ , `+ Q ~ ~K' c~a t 21 2 '~ I:i~ m ~ ~-J ~`, ~ N j i;' ~- //(~ j('C i O -,•r ~ 2 ~-. :r N a - I PANAMA. ~,;:" ~.' «,:, ,`' . ENE'' - ----- i ~i I FIGURE 1 TRUNKLINE BENEFIT and ASSESSMENT AREAS CITY OF BAKERSFIELD ASSESSMENT DISTRICT N0. 82-1 (STOCKDALE SEWER TRUNKLINE) 41 i l~ ~' ti > ~TF k\ LANE ~ CAS' N..~O~. PARK • •~UNkL1ME GOSFORD RD. R R. .... LIFT STAB ~ ' ,. _ ~ / 2 - - -- O ~ J ~: ~ ~~ ~~ ° Y ~ ~ LEGEND o ® ~ ... •.... Ass~=sment Di~tNct ° ~ ~ a ~ No. 82.1 9oundar~l ~ W W `w Aron to b~ Asaog:ad ~ > 4 ~° ' ~ ~ for Ov~nitin4 tr tom; ,~ Z' ~ p ~ of 0 1+ a N 0 ~ ' LANE i>~ moo. ~~~.. AREA C ~••~ SOUTHERN PACIFIC ~9 PANAMA ~ ~ ~ ~ ~. s, FIGURE 2 1~ ~~ PROPERTrES ASSESSED FOR TRUNKLtNE OVERSrZING CrTY OF 6AKERSFIELD ASSESSMENT DISTRICT NQ. 82-1 (STOCKDALE SEWER TRUCKLlNE~ 42 r 4J W c0 ti NN ~~ BRIMHALL RD. ~~ ~ ~ J~~ a~ HIGHWAY T. 29 S. _ ~~ l J CALIFORNIa STATE COLLEGE, BA~KERSFIEL~ S .MIN AVE MING AVE. TRUNKLINE =1 Scala ; 'I": - 2000` ~_ 8 W °o ~ c °o O n 4 a : 2 Q; Q ARC E No. 696 T. 29 S. =~0. S. ~ s d ~ 3 ~W ~ ~ O W 1i pJp =WOIY~OCI G u. Z Ua ~O O PW~ ~ Y `~ < i 24 oo ~o~~~o~w ~ ' ~ ~~ I .. 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