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' `~ ~ ~ ~ Y:~ Y fie„ ~C '<M e~" ~t ^qy 'ia~a~ yy r 7 q~t ~, ,J ~. =~ i ~ ~~ x~ ~~a ~ h `, ,g ~ t ~, '~C •~ , ~a~fwNas ; d''~, ~; Pik s~ „FSa f ~~, r~,, ~ 1' j'„'. ~ .s ~, }; r ., r \I ~~+ J r :~ r ~~ a:~ c „y,,, NJwT' 9 i t 1. ~y a ~` 5 ~Y u'~ • ~ , Y .t , y ' : F ~~ '' ~s?~ ~ .z;>;ly,~;, ter J ,~[ / ~~ / r ti Fy J V ~ s fi~ti +`, z; ri. ~~' a "F~ ;t~~,' k , F" ytS .,~.yl^'4v ;~~~,!~Y ~fl.;: 4r~. by .. , /~ J ~ 3 +~ qr ~~;j~" (~ ENGINEER'S REPORT CITY OF BAKERSFIELD, ASSESSMENT DISTRICT N0.91-1 (HOSKING TRUNK SEWER} AS FILED FOR FINAL APPROVAL CITY OF BAKERSFIELD Mayor and City Council Clarence E. Medders, Mayor Lynn Edwards, Councilmember Patricia DeMond, Councilmember Patricia. M. Snuth, Councilmember Conni Brunni, Councilmember Ken Peterson, Councilmember Kevin McDermott, Vice Mayor Mark C. Salvaggio, Councilmember City Staff Alan Tandy, City Manager Lawrence Lunardini, City Attorney Carol Williams, CMC, City Clerk Ed Schulz, Director of Public Works Gregory moo, Finance Director Richard H. Hargrove, Esq. Jackson, Hargrove, 6i Emerich Fresno, California Assessment Engineer Ed Wilson Wilson & Associates Fresno, California Mana~in~ Underwriter Simon S. Manning Westhoff-Martin & Associates Lafayette, California ~a f t ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT N0. 91-1 (HOSKING TRUNK SEWER) CERTIFICATE OF FILING AND CONFIRMATION OF ASSESSMENT I, Carol Williams, City Clerk of the City of Bakersfield, do hereby certify that the following "ENGINEER'S REPORT FOR CITY OF BAKERSFIELD ASSESSMENT DISTRICT N0. 91-1", 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 31st day of July, 1992. City C er , City of Bakersfield, California I have prepared this Engineer's Report and do hereby certify that the amount set forth herein as the."Confirmed Assessment" and the individual assessments as shown under the Column entitled "Confirmed Assessment" on Exhibit "A", attached hereto, have 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. 1096, on August 5, 1992. E war J. W1 son, R. C. E. 23269 Assessment Engineer, Assessment District No. 91-1 I, Carol Williams, City Clerk of the City of Bakersfield, do hereby certify that the following "ENGINEER'S REPORT FOR CITY OF BAKERSFIELD ASSESSMENT DISTRICT No. 91-1" and the Assessment contained therein, was approved by the City Council of the City of Bakersfield on the day of , 1992, by Council's adoption of Resolution No. . City C er , City of Bakersfield, California I, Ed Schulz, as Director of Public certify that a certified copy of t BAKERSFIELD ASSESSMENT DISTRICT N0. attached thereto, was recorded 1992. works of the City of Bakersfield, do hereby he following "ENGINEER'S REPORT FOR CITY OF 91-1", together with the Assessment Diagram in my office on the day ~ o~•;'•;•:•;•.•.•,~ .... .... • . • . ~,,. .... Director of Public Works, City of Bakersfield, California ;•;•;~.~.~.•.'.".'~ On 1992, a Notice of Assessment was recorded in Book at Page _, o official Records and the Assessment Diagram was fi'~ed- on , 1992, in Book of Maps of Assessment and Community Facilities Districts at Page _, in the office of the County Recorder of the County of Kern, California. County Recorder, County of Kern, California 2960FER.COF -1 - 09/10/92 j~ i t TABLE OF CONTENTS + i f ENGINEER'S REPORT "' CITY OF BAKERSFIELD ASSESSMENT DISTRICT N0. 91-1 (HOSKING TRUNK SEWER) Page CERTIFICATE OF FILING AND CONFIRMATION OF ASSESSMENT ~ i TABLE OF CONTENTS ii SECTION I -ASSESSMENT DISTRICT PURPOSE, GENERAL DESCRIPTION OF BOUNDARIES AND BENEFIT ZONES AND ENGINEER'S REPORT SUBMITTAL STATEMENT I-1 Assessment District Purpose I-1 General Description of Boundaries and Benefit Zones I-1 Engineer's Report Submittal Statement I-3 SECTION II -GENERAL DESCRIPTION OF WORK AND ACQUISITIONS II-1~ SECTION III- PROPOSED ASSESSMENT OF ESTIMATED IMPROVEMENT AND ACQUISITION COSTS AND EXPENSES III-1 Report Requirements III -1 Proposed Assessment of Estimated Improvement and Acquisition Costs and Expenses III-1 Statement of Total Assessment III-2 Statement of Maximum Annual Parcel Assessment for Recovery of Assessment District Administration Costs and Expenses III-3 Bond Declaration . ~ . III -4 Engineer Of Work.: Report Submittal signature III-4 REPORT EXHIBITS ''` EXHIBIT A - ASSESSMENT ROLL A-1 EXHIBIT B '~ Table B-I Engineer's Estimate of Total Cost and Assessment B-I-1 Table 8-II Engineer's Estimate of Construction Cost by . Line Item B-II-1 Table B-III Engineer's Estimate of Acquisition Cost City Agreement No. 92-12 Coleman Homes Acquisition Re: Tract 5389) B-IIT-1 Table B-IV Itemized Cost Estimate by Assessment Benefit Category B-IV-1 Table B-V Payoff Calculation for Assessment District No. 87-3 Assessments 724 through 728 B-V-1 Table B-VI Respread of Deferred Assessment Amount. for Williamson Act Contract and Substantially Developed Parcels B-VI-1 EXHIBIT C - ENGINEER'S SUMMARY OF INDIVIDUAL ASSESSMENTS C-1 EXHIBIT D - DESCRIPTION OF ASSESSMENT SPREAD METHOD D-1 2960FER.TOC t ., -1 1 - 09/10/92 i TABLE OF CONTENTS ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT N0. 9.1-1 ~` (HOSKING TRUNK SEWER) ;~ EXHIBIT E - SKETCH MAP OF ASSESSMENT SPREAD BENEFIT ZONES E-1 ~' EXHIBIT F - LOCATION OF ACTIVE TENTATIVE TRACTS, AG PRESERVES, AND SCHOOL PARCELS F-1 EXHIBIT G - EQUIVALENT DWELLING UNITS BY LAND USE PER r; METROPOLITAN BAKERSFIELD 2010 GENERAL PLAN G-1 !E EXHIBIT H - PORTION OF ASSESSMENT 71 (APN 373-040-24) OBTAINING SERVICE FROM THE SEWER IN AD 91-1 H-1 REPORT APPENDICES APPENDIX A - MAP OF ASSESSMENT DISTRICT BOUNDARIES (on file with the Clerk of the City of Bakersfield; reduced, not to scale copy attached) APPENDIX B - ASSESSMENT DIAGRAM (On file with the Clerk of the City of Bakersfield; reduced, not to scale copy attached) APPENDIX C - LIST OF NAMES AND ADDRESSES OF PROPERTY OWNERS APPENDIX D- TABLES B-II, B-III, B-IV, B-VI, AND EXHIBIT C AND EXHIBIT G OF THE PRELIMINARY ENGINEER'S REPORT PRESENTED FOR REFERENCE TO SHOW BASIS FOR SPREAD OF THE "PRELIMINARY ASSESSMENT" APPENDIX E - SUMMARY OF CHANGES MADE TO THE ASSESSMENT DISTRICT N0. 91-1 ENGINEER'S REPORT "PRELIMINARILY APPROVED" BY CITY COUNCIL RESOLUTION N0. 256-92 ON AUGUST 5, 1992 APPENDIX F - SUMMARY OF CHANGES MADE TO THE ENGINEER'S REPORT AFTER THE SEPTEMBER 16, 1992 PROTEST HEARING, BUT BEFORE ADOPTION OF THE RESOLUTION ADOPTING THE ENGINEER'S REPORT; CONFIRMING THE ASSESSMENT; AND ORDERING THE WORK .,. 2960FER.TOC -111- 09/18/92 ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT N0. 91-1 (HOSKING TRUNK SEWER) SECTION I ASSESSMENT DISTRICT PURPOSE, GENERAL DESCRIPTION OF BOUNDARIES AND BENEFIT ZONES ENGINEER'S REPORT SUBMITTAL STATEMENT ASSESSMENT DISTRICT PURPOSE Assessment District No. 91-1 (Hosking Trunk Sewer) has been formed by the City Council of .the City. of Bakersfield (herein "City Council") pursuant to property ~; owner Petition on file with the City Clerk of the City of Bakersfield (herein "City Clerk"),.for the purpose of financing the construction and acquisition of the Hosking Trunk sewer System Improvements (herein "Hosking Trunk Sewer"). F ~~ GENERAL DESCRIPTION OF BOUNDARIES AND BENEFIT ZONES Assessment District No. 91-1 ("AD 91-1") is composed of recently annexed lands -- and some unincorporated parcels; Many of the AD 91-1 properties are undeveloped and involved in various stages of the land development process, E ranging from approved tentative maps to subdivisions under construction. AD 91-1 is generally bounded on the north by the Arvin-Edison Canal, on the east by south Union Avenue, on the :south by Astor Avenue, McKee Road and Hosking Avenue,. and on the west by a line parallel to and approximately one- quarter mile west of Akers. Road. AD 91-1 is located in portions of Sections 25, 26, 35, and 36, Township 30 South, Range 2? East, Mount Diablo Base and Meridian (herein "MDB&M") and is also located in portions of Sections 30 and 31, Township 30 South, Range 28 East, MDB&M. On January 29, 1992 the City Council adopted its Resolution No. 15-92 Describing Proposed Boundaries of Assessment District, Approving Map Therefor and Designating Name of Assessment District (Assessment District No. 91-1, Hosking Trunk Sewer). AD 91-1 is located in the City of Bakersfield, County of Kern, and includes both incorporated and unincorporated territory within a composite and consolidated area of approximately 1,640 gross acres. The AD 91-1 boundaries are shown and described on the map entitled "PROPOSED BOUNDARIES OF CITY OF BAKERSFIELD ASSESSMENT DISTRICT N0. 91-1 (HOSKING TRUNK SEWER), COUNTY OF KERN, STATE OF CALIFORNIA (herein "AD 91-1 Boundary Map") consisting of three (3) sheets, on file in the office of the City Clerk. Reference is made to the AD 91-1 Boundary Map for a detailed description of the AD 91-1 boundaries. unincorporated Territory in AD 91-1 on August 20, 1991 the Board of Supervisors of the County of Kern (herein "Board of Supervisors") adopted its Resolution No. 91-621, which authorized the City of Bakersfield (herein the "City") to assess unincorporated territory within the proposed boundaries of AD 91-1. The unincorporated territory is shown on the AD 91-1 Boundary Map and is generally described as a parcel of approximately 40 gross acres, bounded on the west by Wible Road and on the south by McKee Road, and a parcel of approximately 35 gross acres bounded on the east by south Union Avenue and on the south by Berkshire Road. 2960PER.I I - 1 07/30/92 DESCRIPTION OF AD 91-1 BENEFIT ZONES 1. Trunk Service Benefit Zone The Hosking Trunk Sewer will extend a system of major sanitary sewer main and submain pipelines throughout AD 91-1. The Hosking Trunk Sewer pipelines will be installed in portions of all the existing AD 91-1 streets and also within several easements that run along the alignments for future streets. The Hosking Trunk Sewer pipelines have been designed based on the sewage flow capacity needed to service full buildout of the AD 91-1 parcels, at their maximum permitted intensities of development pursuant to the land uses in the Metropolitan Bakersfield 2010 General Plan, as amended. Therefore, all parcels in AD 91-1 except those parcels identified as Assessments 76 through ?9 andVexcepting existing canal rights-of-way owned by a public entity) are in the Hosking Trunk Sewer Benefit Zone. Accordingly, the boundary of the Hosking Trunk Sewer Benefit Zone is described herewith as coterminous with the boundary of AD 91-1, excepting therefrom Assessments 76 through 79 as shown on the Assessment Diagram for AD 91-1. 2. Benefit Zone A for Refunding Existing AD 87-3 Assessments The five parcels identified on the Assessment District No. 91-1 Assessment Diagram as AD 91-1 Assessments 20 through 24 each have an existing assessment lien that was confirmed pursuant to the proceedings for City of Bakersfield Assessment District No. 87-3 therein "AD 87-3"}. The existing AD 87-3 assessment liens on the referenced parcels predate and, therefore, would have priority over an AD 91-1 assessment lien in the event foreclosure might be initiated to recover delinquent AD 91-1 or AD 8?-3 assessment installments. billed with the annual property taxes for the properties. Therefore, pursuant to Section 10010(d) of Division 12 of the Streets and Highways Code of the state of California {herein the "Streets and Highways Code"), the unpaid principal amount of the existing AD 87-3 assessment on each of the five referenced parcels is to be paid in full as part of the AD 91-1 proceedings. This will eliminate the AD 87-3 fixed special assessment lien on each parcel and give the AD 91-1 lien first priority as security. for any AD 91-1 bonds issued to represent the total amount of the unpaid AD 91-1 confirmed assessments. A boundary line has been drawn on the AD 91-1 Assessment Diagram that runs along the exterior boundaries of the referenced five parcels that have an existing AD 87-3 assessment lien. That AD 87-3 existing assessment area is identified as AD 91-1 Benefit Zone A. Only the parcels located within that Zone A will be assessed for the cost to pay off the existing AD 87-3 lien on those parcels and fund that lien payoff cost in the AD 91-1 total assessment proposed to be levied against each parcel. WILLIAMSON ACT AGRICULTURAL RESERVES Portions of AD 91-1 are currently under contractual restrictions pursuant to the California Land Conservation Act of 1965 therein "Williamson Act"). The locations of all parcels under Williamson Act Contract are shown in Exhibit F, together with the dates when the request for non-renewal of the contract became effective. These parcels are limited to an agricultural land use and a minimum of 20 acres per single family residential unit. The referenced Williamson Act contracts are considered to have an impact on the assessment of costs in relation to benefit for the AD 91-1 improvements. ~~_ Therefore, for the purpose of the AD 91-1 assessment, as described herein, there is an offset or reduction in AD 91-1 assessment relative to potential _ property development pursuant to the referenced Williamson Act contracts. r The difference between assessments if they were not under the Williamson Act contract and assessments under conditions of the contracts is respread to all 2960PER.I I -~ 07/30/92 other parcels in AD 91-1 (except two school parcels identified as Assessments 8 and 65 on the AD 91-1 Assessment Diagram) as described in the attached Exhibit B, Table B-VI. ENVIRONMENTAL REVIEW STATUS A Negative Declaration for the formation of AD 91-1 and the Hosking Trunk Sewer Project was adopted on November 6, 1991, pursuant to City Council Resolution No. 216-91. ENGINEER'S REFORT SUBMITTAL STATEMENT I, E. w. schulz, Public Works Director and superintendent of Streets of the City of Bakersfield, having been appointed the Engineer of Work for AD 91-1 by adoption of City Council Resolution No. 192-91 (herein "Engineer of Work") to do and perform all services in making preliminary surveys, preparing plans, estimates of costs, and diagram and assessment, and pursuant to the provisions of the Municipal Improvement Act of 1913, as amended (herein "1913 Act"), being Division 12 of the streets and Highways Code, and pursuant to the Charter and Municipal Code of the City of Bakersfield (herein "Municipal Code") and to Section 10204 contained in the streets and Highways Code, and in accordance with Resolution of Intention No. 1096, being a Resolution of Intention for Improvement Project, City of Bakersfield Assessment District No. 91-1 (Hosking Trunk Sewer) (herein "Resolution of Intention No. 1096"), herewith submit the "Engineer's Report" for AD 91-1 consisting of six parts as follows: 1. PLANS AND SPECIFICATIONS OF THE PROPOSED IMPROVEMENTS TO BE CONSTRUCTED: Reference is hereby made to the following described Plans and Specifications on file in the office of the City Public Works Director and as approved by the City Council on May 6, 1992: Assessment District No. 91-1, Hosking Trunk Sewer (herein "Hosking Trunk sewer Plans") prepared by Dewalt Corporation The Hosking Trunk Sewer Plans being too bulky to be bound with this Engineer's Report are incorporated herein by reference as though set forth in full. 2. GENERAL DESCRIPTION OF WORKS AND ACQUISITIONS: A General Description of Works and Acquisitions to be completed pursuant to the AD 91-1 proceedings is included as section II of this Engineer's Report. 3. ESTIMATE OF TOTAL ASSESSMENT DISTRICT IMPROVEMENTS, ACQUISITION, AND INCIDENTAL COSTS; A "Statement of Total Assessment" is presented in Section III of this report. An itemized breakdown of the estimated total improvement, acquisition, and incidental costs and expenses including the estimated cost of preparing, printing, registering, servicing, and collecting bonds issued pursuant to these proceedings is included in Exhibit B, Table B-I, "ENGINEER'S ESTIMATE OF TOTAL COST AND ASSESSMENT," attached hereto. 4. ASSESSMENT DIAGRAM; The diagram entitled "ASSESSMENT DIAGRAM OF CITY OF BAKERSFIELD ASSESSMENT DISTRICT N0. 91-1, COUNTY OF KERN, STATE OF CALIFORNIA" {herein "AD 91-1 Assessment Diagram") consisting of ten {10) sheets is on file with the City Clerk and incorporated herein by reference as though set forth in full. The AD 91-1 Assessment Diagram being too bulky to be bound with this Engineer's Report, a reduced, not to scale copy is attached hereto as Engineer's Report Appendix B. 2960PER.I I - 3 07/30/92 The AD 91-1 Assessment Diagram shows all of the following: A. The exterior boundaries of AD 91-1. B. By reference to the Maps of the Assessor of the County of Kern and to maps and deeds of record, the lines and dimensions of each separate lot, parcel, and subdivision of land within AD 91-1 as they existed at the time of Preliminary Approval of this Engineer s Report by the City Council, each lot, .parcel, and subdivision of land having been assigned a separate assessment number upon the Assessment Diagram. C. The assessment numbers assigned to each separate lot, parcel, and subdivision of land as shown on the AD 91-1 Assessment Diagram correspond with the numbers shown on the Assessment Roll (Exhibit A contained herein). 5. PROPOSED ASSESSMENT AND ASSESSMENT ROLL; A. A proposed assessment of the estimated total improvement and acquisition costs and incidental expenses in connection with the AD 91-1 proceedings is presented in section III of this Engineers Report. B. Assessment Roll: An Assessment Roll for AD 91-1 is attached hereto as Exhibit A. The Assessment Roll shows the exact amount of the total estimated cost of the proposed improvements and acquisitions that is assessed upon each of the parcels within AD 91-1 in proportion to the estimated benefits to be received from those improvements and acquisitions. The assessment numbers that appear on the Assessment Roll correspond to the diagram numbers shown on the Assessment Diagram. C. Maximum Annual Parcel Assessment For Recovery of Assessment District Administration Costs and Expenses: Section III of this Engineers Report also includes a statement of the proposed maximum annual assessment upon each of the parcels in AD 91-1. The purpose of this separate annual assessment is to pay the costs incurred by the City of Bakersfield, and not otherwise reimbursed, which result from the administration and collection of assessments or registration of any associated bonds and reserve or other related funds. This maximum annual assessment is levied pursuant to Subdivision (f) of Section 10204 of the Streets and Highways Code. 6. .ASSESSMENT SPREAD METHOD: A description of assessment spread method used to apportion the total estimated cost of the improvements, acquisitions, and incidental costs to each parcel in AD 91-1, in direct proportion to the benefits received by each parcel, respectively, from those improvements and acquisitions is attached hereto as Exhibit D and incorporated herein by reference as though set forth in full. " 2960PER.I I-4 07/30/92 ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT N0. 91-1 (HOSKING TRUNK SEWER] SECTION II GENERAL DESCRIPTION OF WORK AND ACQUISITIONS '~ PROJECT DESCRIPTION The AD 91-1 proceedings for the construction and acquisition of the Hosking Trunk sewer have been undertaken pursuant to property owner petition. The Engineer of Work filed a Certificate of Sufficiency for the AD 91-1 petitions with the City Council on September 11, 1991. The petition was signed by the owners of more than 60 percent of the AD 91-1 land area proposed to be assessed '' the total cost of the Hosking Trunk sewer Improvements. t The City will acquire and construct, own and operate the Hosking Trunk sewer improvements that are to be funded by the AD 91-1 proceedings. GENERAL DESCRIPTION OF WORK _ The improvements to be constructed and/or acquired and-that are eligible for funding pursuant to the AD 91-1 proceedings are described below. The descriptions of the improvements and the termini of the work presented herein are general in nature and do not necessarily extend for the full length of their description. The plans and profiles of the improvements shall be controlling as to the correct and detailed descriptions. The improvements are generally described as follows: I. Hosking Trunk Sewer Improvements: Hosking Trunk Sewer System Improvements to include gravity main sewer pipeline installations complete with manholes, fittings, and connection to the existing facilities and the reconstruction and upsizing of the existing lift station at the intersection of~Hosking Avenue and Akers Road, together with all appurtenances and incidental work necessary to complete the same in the following locations, as shown on the Hosking Trunk Sewer Plans: A. Gravity Flow Sewer Pipeline Installations in the Following Streets: I. Hosking Avenue, from the point of connection to the 30-inch diameter sewer line in Akers Road next to the existing lift station easterly, install 30-, 27-, 24-, and 21-inch diameter pipeline, 2573, 3780, 1658, and 2838 feet, respectively; 2. Akers Road, from the point of intersection with the sewer main in Hosking Avenue northerly to the point of intersection with the sewer main in Berkshire Road, acquire approximately 2,694 feet of 12-inch diameter sewer pipeline, pursuant to that certain City Agreement No. 92-12, for the Acquisition of Improvements City of Bakersfield Assessment District No. 91-1, dated January 29, 1992, with Coleman Homes,~Inc. and the City (herein ~~Coleman Homes Acquisition~~y. An itemized statement of the work and cost of the improvements to be acquired pursuant to the Coleman Homes Acquisition is contained in Agreement No. 92-12 and in the attached Exhibit B, Table B-III. 2960FER.II I I - 1 09/10/92 3. Also pursuant to the Coleman Homes Acquisition and said Agreement No. 92-12, at the intersection of Hosking Avenue and Akers Road acquire approximately 70 feet of 30-inch diameter Perma Loc pipe to connect the main in Akers 'Road to the main in Hosking Avenue; 4. Wible Road, from the point approximately 1,300 feet south of r Hosking Avenue northerly to the intersection with Berkshire Road, install 12- and 18-inch diameter pipeline, 1,332 feet and 2,647 feet, respectively; 5. Y In an easement along the future alignment for Hughes Lane, ~~, from the point of intersection with the sewer main in Hosking Avenue southerly to McKee Road, install 15- and 12-inch diameter pipeline approximately 1,312 and 1,329 feet, respectively; 6. south H Street, from the point approximately 1,300 feet south of Hosking Avenue northerly to the intersection with Berkshire Road, install 15-inch diameter pipeline approximately 3,985 feet; 7. in an easement along the future alignment for Monitor street, r- from the point of intersection with the sewer main in Hosking Avenue to the point of intersection with the sewer main in Berkshire Road, install approximately 2,626 feet of 18-inch diameter sewer pipeline; 8. Berkshire Road, from the point of intersection with the main in Akers Road easterly, install approximately 1,326 feet of 12-inch diameter pipeline; 9. Berkshire Road, from the point of intersection with the main in wible Road easterly, install approximately 1,314 feet of 15-inch diameter pipeline; 10. Berkshire Road, from the point of intersection with the main in South H Street easterly, install approximately 1,517 feet of 15-inch diameter pipeline; and 11. Berkshire Road, from the point of intersection with the main in Monitor street easterly, install approximately 1,360 feet of 15-inch diameter pipeline; B. Bored and Cased Sewer P~.peline Installations in the Following Locations: 1. Under Highway 99 at the intersection with Hosking Avenue install approximately 195 feet of 24-inch diameter pipeline within a 42-inch diameter bored and cased pipeline undercrossing; 2. Under Hosking Avenue at the intersection with Highway 99 install approximately 140 feet of 24-inch diameter pipeline within a 36-inch diameter bored and cased pipeline undercrossing;. 3. Under the Levee (West) Canal, approximately 100 feet west of the intersection of Hosking Avenue and future Hughes Lane, install approximately 35 feet of 27-inch diameter pipeline within a 42-inch diameter bored and cased pipeline undercrossing; 2960FER.II I I -2 09/10/92 4. Under the Kern Canal, at the intersection of Hosking Avenue and South H Street, install approximately 35 feet of 21-inch diameter pipeline within a 36-inch diameter bored and cased pipeline undercrossing (Hosking Avenue sewer Main}. 5. Under. the Kern Canal, at the intersection of Berkshire Road and south H street, install approximately 35 feet of 15-inch diameter pipeline within a 24-inch diameter bored and cased pipeline undercrossing (Berkshire Road Sewer Main}. C. Lift Station Upsizing and Reconstruction: The existing lift station at the intersection of Hosking Avenue and Akers Road is to be modified to serve the Hosking Trunk sewer Benefit Area. work to be performed shall include, but not be limited to, the modification of the existing pumps and control panel, as well as installation of one new pump for which the foundation and connection pipe is already constructed. Reference is made to the Hosking Trunk Sewer Plans for more specific data regarding the modification to the existing lift station. II. The foregoing improvement descriptions shall include, but not be limited to the following: 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. All of the foregoing improvements shall be made and done pursuant to the provisions of the Municipal Code and the 1913 ACt. B. The payment and/or reimbursement to the City and to AD 91-1 property owners of all eligible sums under section 10112 of the Streets and Highways Code advanced by the City and by AD 91-1 property owners, including all associated district formation and administration costs and expenses as authorized by the Streets and Highways Code. III. The work, acquisitions, and incidental expense therefor shall include the funding,of not to exceed one (1} years 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 the Improvement Bond Act of 1915, as contained in the streets and Highways Code. Iv. The levy of an annual assessment to pay costs incurred by the City the administration of and collection of assessments, or from the administration or registration of any associated bonds and reserve other related funds, pursuant to subdivision (f) of Section 10204 Streets and Highways Code. from or of the 2960FER.II I I - 3 09/10/92 ENGINEER'S REPORT CITY OF BAKERSFIELD, ASSESSMENT DISTRICT N0. 91-1 (HOSKING TRUNK SEWER} REPORT REQUIREMENTS SECTION III ASSESSMENT WHEREAS, on August 5, 1992, the City Council, pursuant to the provisions of the Municipal Code and to the provisions of the 1913 Act, adopted its Resolution of Intention No. 1096, for the construction and acquisition of improvements more particularly described therein and did further declare its intention to levy a maximum annual assessment pursuant to Subdivision ~f) of Section 10204 of the streets and Highways Code to recover costs incurred from the administration and collection of assessments and from the administration or registration of any associated reserve or other related funds, in an assessment district known and designated as CITY OF BARERSFIELD ASSESSMENT DISTRICT N0. 91-1 (HOSKING TRUNK SEWER) ~ herein "AD 91-1 ~~) ; and, WHEREAS, said Resolution of Intention No. 1096 directed the appointed engineer of work for AD 91-1 to make and file a report presenting a general description of any works and appliances already installed and of any other property necessary or convenient for the operation of the improvements, plans .and specifications for the proposed construction, an estimate of costs, maps and descriptions of lands and easements to be acquired, and a diagram and assessment of and upon the subdivisions of land within the assessment district, to which Resolution and the description of said proposed improvements therein contained reference is hereby made for further particulars. PROPOSED ASSESSMENT OF ESTIMATED IMPROVEMENT AND ACQUISITION COSTS AND EXPENSES NOW, THEREFORE, I, E. W. Schulz, Public Works Director for the City of Bakersfield and duly appointed Engineer of Work for AD 91-1, by virtue of the power vested in me under the Municipal Code and under the 1913 Act. and the order of the City Council of the City of Bakersfield, hereby make the following assessment to cover the portion of the estimated cost of the acquisitions, work and improvements and the costs and expenses incidental thereto to be paid by AD 91-1. 1. The amount to be paid for the acquisitions, work and improvements, and the expenses incidental thereto is generally as shown in the following STATEMENT OF TOTAL ASSESSMENT: 2960FER.III III-1 09/10/92 y 5{( 3 7~ i F 1 ~; f i ;{ x ~~ ~` ~- 4i i STATEMENT OF TOTAL ASSESSMENT CITY OF BARERSFIELD ASSESSMENT DISTRICT N0. 91-1 (HOSKING TRUNK SEWER) As Preliminarily Confirmed Approved Assessment Amount A. Estimated Construction Cost $ 1,997,041.50 $ 1,930,897.00 B. Estimated Acquisition Cost $ 79,504.00 fi 79,500..00 C. Total Estimated Construction and Acquisition Cost $ 2,076,541.50 $ 2,010,397.00 D. Construction and Acquisition Incidental Cost and Expense $ 273,727.82 $ 277,642.52 E. Construction Contingency $ 227,076.93 $ 213,039.23 F. A.D. 87-3 Refund $ 147,765.52 $ 147,765.52 G. Additional Costs to Parcels in Tract No. 5389 Phase 1 and Parcel Map Waiver 3-92 $ 3,145.00 $ 3,145.00 H. Project Contingency $ 33,210.62 $ 33,302.37 I. Estimated Assessment Proceedings Cost & Expenses $ 185,815.94 $ 188,439.47 J. Estimated Bond Discount $ 36,200.00 $ 34,605.89 K. Estimated Capitalized ' Bond Interest $ 274,516.67 $ .206,193.48 L. Estimated Bond Reserve $ 362,000.00 ~ 346,058.94 M. Total Cost $ 3,620,000.00 $ 3,460,589.42 N. Less Credits, Contributions and Cash Payments $ (0.00) $ (0.00 o. Total Assessment $ 3,620,000.00 $ 3,460,589.42 A detailed breakdown of the itemized costs of the acquisitions, work and improvements, and expenses incidental thereto is presented in Exhibit B, attached hereto and incorporated herein by reference as though set forth in full. 2. Pursuant to the provisions of law and of Resolution of Intention No. 1096, I have assessed the total amount of the cost and expenses of the acquisitions, work and improvements, and expenses incidental thereto upon the several parcels of land liable therefor and benefited thereby and hereinafter numbered to correspond with the numbers upon the attached Assessment Diagram, 2960FER.III III-2 09/18/92 upon each in direct proportion and relation to the estimated benefits to be received by such parcels, respectively, from the acquisitions and improvements, all as is more particularly set forth in the Assessment Roll, attached hereto as Exhibit A and incorporated herein by reference as though set forth in full. The numbers on the Assessment Roll correspond with the numbers assigned to each respective parcel and shown on the Assessment Diagram. Each subdivision of land assessed. is described within the Assessment Roll by reference to its parcel number as shown on the Assessors Maps of the County of Kern for the fiscal year 1992-1993 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 and Acquisition Cost and Incidental Expenses have been assessed upon the several parcels of land in AD 91-1, reference is made to the Description of Assessment Spread Method, attached hereto as Exhibit D and incorporated herein by reference as though set forth in full. 3. As required by law, the assessment diagram entitled "ASSESSMENT DIAGRAM OF CITY OF BAKERSFIELD ASSESSMENT DISTRICT N0. 91-1, COUNTY OF KERN, STATE OF CALIFORNIA", consisting of ten X10) sheets, is on file in the office of the City Clerk. The Assessment Diagram for AD 91-1 being too bulky to be bound with this Engineers Report, a reduced, not to scale copy is attached hereto as Appendix Band incorporated herein by reference as though set forth in full. For a more particular description of the AD 91-1 exterior boundaries reference is made to the AD 91-1 Boundary Map on file in the office of the City Clerk, attached hereto in reduced, not to scale form as Appendix A and incorporated herein by reference as though set forth in full. STATEMENT OF MAXIMUM ANNUAL PARCEL ASSESSMENT FOR RECOVERY OF ASSESSMENT DISTRICT ADMINISTRATION COSTS AND EXPENSES Pursuant to Subdivision ~fy of Section 10204 of the Streets and Highways Code, I present the following statement of a proposed maximum annual assessment upon each parcel and subdivision of land in AD 91-1, in the amount of TWENTY-FIVE AND NO HUNDREDTHS DOLLARS ($25.00} plus an annual maximum five percent ~5~) adjustment for inflation. said annual assessment shall be levied by the City Council to cover all administrative costs of AD 91-1 incurred by the City, and not otherwise reimbursed, which result from the administration and collection of assessments or from the administration or registration of any associated bonds and reserve or other related funds. The City Council shall determine, by resolution, the. amount of the annual assessment for this purpose, which shall not exceed the maximum assessment stated above and shall not exceed a reasonable estimate of costs actually incurred. The above stated maximum annual assessment amount shall be separate from and in addition to any fee charged to property owners in AD 91-1 by the City of Bakersfield, pursuant to sections 8682 and 8682.1 of the Streets and Highways Code. 2960FER.III III-3 09/10/92 ij S4ND DECLARATION NOTICE IS HEREBY GIVEN, that serial and/or term bonds to represent the unpaid j assessments bearing interest at the rate of not to exceed twelve percent (12~) 1 per annum will be issued in the manner provided by the Improvement Bond Act of 1915, (herein the "1915 Act"). The last .installment of such bonds shall r mature a maximum of thirty-nine (39) 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 an alternative procedure for the advance payment of assessments and the calling of bonds, shall apply and the principal amount of the bonds maturing in each year shall I3 be other than an amount equal to an even annual proportion of the aggregate principal of the bonds. r The total amount assessed pursuant to the AD 91-1 proceedings includes an incidental expense to cover the estimated cost of preparing, printing, ~~ registering, servicing and collecting the improvement bonds proposed to be issued to represent the unpaid assessments. submitted for preliminary approval on .the 31st day of July, 1992 and, ~_ ,, submitted for final approval and assessment confirmation on the 21th day of September, 1992 by: ~~ ~~ E. W. SCHULZ, PUBLIC WORKS DIRECTOR AND ENGINEER OF WORK ASSESSMENT DISTRICT N0. 91-1 CITY OF BAKERSFIELD '~' 296QFER.III III-4 ~ 09/18/92 ~: ,~ ~. ~. ~I. 4 ~' ~. I !r 1 I k ~~ ~. ~, i ~. i ~, i ~, ,~ i ~. r i ~. i ~_J l ~_J ~...J (I 1 ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NO.91.1 (HOSKING TRUNK SEWER} EXHIBIT A ASSESSMENT ROLL EXF#BIT A ENGIh~ER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT N0.91-1 ASSESSMENT ROLL ASMT ASSESSOR'S PARCEL NO.~ PRELIMINARY CONFIRMED NO. DESCRIPTION OYVNER'S NAME ASSESSMENT ASSESSMENT 1 176-080-11-00-8 Mary S Rodrigues $27,701.79 $27,241.29 2 176-080-12-00-1 Rudnick Estates Tr $27,701.79 $27,241.29 3 176-080-35-00-8 Zeta De Pedrazzi Tr $90,156.68 $88,658.01 4 176-080-39-~-0 Kern Valley Packing Co of Bakersfield $91,164.00 $81,723.84 5 176-080-41-00-5 James T & Peggy J Rowland $107,390.65 $105,457.18 6 176-1 ~-01-00-4 Kern Valley Packing Co of Bakersfield $48,352.20 $47,548.42 7 176-100-02-00-7 Kern Valley Packing Co of Bakersfield $50,870.52 $50,024.91 8 176-100-04-~-3 Greenfield School District $21,867.50 $21,553.96 9 176-100-06-~-9 Bruno G Dinelli $47,848.52 $47,053.10 10 176-100-12-00-6 Genevieve Myers $57,320.78 $51,572.94 11 176-100-13-~-9 Rancho Sierra $68,498.96 $67,360.27 12 176-100-14-00-2 Bruno G Dincli $503.67 $495.31 13 176-100-15-00-5 Rose Dinelli $47,848.52 $47,053.10 14 176-100-21-00-2 Gary & Veroroca Garone $12,591.72 $12,382.41 15 176-100-23-00-8 Gary & Veror~ca Garone $12,591.72 $12,382.41 16 176-100-24-00-1 Gold Mountain Group Inc $35,726.69 $32,396.81 17 176-100-25-00-4 Mary D & Lai Ann Maret~h $12,591.72 $12,382.41 18 176-100-26-00-7 ~ Mary D Maretich $12,591.72 $12,382.41 19 176-100-32-00-4 Kern Valley Packing Co of Bakersfield $49;863.17 $49,034.30 20 176-100-43-00-6 Sierra Paafic Reahy Inc $1.22,126,11 $113,463.32 21 176-100-45-00-2 Sierra Pacific Realty Inc $50,713.76 $49,117,19 22 176-1 ~-46-00-5 Sierra Pacific Reahy Inc $50,210.08 $48,621.90 23 176-100-47-00-8 Sierra Paafic Realty lnc $50,210.08 $48,621.90 24 176-100-48-~-1 Sierra Pacific Reahy Inc $50,210.08 $48,621.90. 25 176-100-50-~-6 Kern Delta Water District $0,00 $0.00 26 176-120-01-01-9 Marguerite Ann Bentz $33,242.11 $23,774.21 27 PARCEL 1: P.M.W. 3-92 WKG Investments $49,706.57 $45,445.28 28 176-120-09-00-4 Richard E & Theodora Fanuccl~ $10,040.39 $8,663.69 29 176-120-10-00-6 Tom & Zits De Pedrazzi Tr $66,987.93 $65,874.36 30 373-010-25-00-5 John Antongiovanni $40,300.56 $39,507.07 31 373-010-27-00-1 John G Giumarra Jr $21,168.25 $20,569.17 32 373-010-32-00-5 John Antongiovanni $9,878.52 $9,598.94 33 373-010-48-00-2 Tommy L & Velma Boozer Liv Tr ~ $16,621.06 $16,344.77 34 373-010-50-~-7 Gordon B & M Margaret Slater $45,330.18 $44,576.66 35 373-010-55-00-2 New Life In Cl~~t Temple $4,533.03 $4,457.65 36 373-010-5fi-~-5 Cecil A & Rose Tackett $4,533.03 $4,457.65 37 373-010-57-00-8 Joe & Marie Fambrough $6,044.01 $5,943.53 38 373-01.0-58-00-1 Tommy L & Velma Boozer Liv Tr $22,161.41 $21,793.01 39 373-010-59-00-4 Tommy L & Velma Boozer Liv Tr $5,036.68 $4,952.96 40 373-010-60-00-6 Tommy L & Velma Boozer Liv Tr $5,036.68 $4,952.96 41 373-010-61-00-9 John W Moore $7,051.34 $6,934.15 42 373-010-64-00-8 John G Giumarra Jr $16,117.40 $15,849.48 43 373-010-65-~-1 John G Giumarra Jr $114,567.75 $112,078.30 44 373-020-01-01-7 Del~ino Brothers $1,007.34 $990.61 45 373-020-02-00-1 Hollie Thomas $1,511,01 $1,485.89 46 373-020-03-00-4 John Antongiovanni $60,705.05 $59,469.37 47 373-020-04-00-7 John Antongiovanni $36,691,64 $35,653.25 48 373-020-05-00-0 John G Giumarra Jr $1,411.21 $1,371.25 49 373-020-08-00-9 Lous A Rambaud Tr Et AI $46,337.53 $45,567.23 50 373-020-09-00-2 Joe E & Diane Riggs $6,547.68 $6,438.88 51 373-020-12-01-9 Charles W & V M Mc Laughlin $69,002.60 $67,855.57 52 373-020-14-00-6 Josephine D Del Papa $21,657.73 $21,297.72 53 373-020-15-00-9 John G Giumarra ~ $53,524.08 ~ $52,032.87 54 373-020-16-00-2 John G Giumarra Jr $49,359.53 $48,539.03 55 373-020-17-00-5 John G Giumarra ,h $50,366.86 $49,529.62 56 373-020-18-00-8 John G Giumarra ~ $50,366.86 $49,529.62 57 373-020-19-00-1 Arthur L Turner $45,833.85 $45,071.95 58 373-020-20-00-3 Arthur L Turner $4,533.03 $4,457.65 59 313-020-21-00-6 Arthur L Tyner $3,525.70 ~ $3,467.10 60 373-030-38-00-9 Alexander Kennedy $36,767.80 $36,156.61 61 373-030-46-00-2 De~ino Brothers $503.67 $495.31 2960ROLF A-1 18-Sep-92 EXI~#BIT A ENGIII~ER"S SPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT N0.91-1 ASSESSMENT ROLL ASMT ASSESSOR'S PARCEL NO./ PRELIMINARY NO. DESCRIPTION OYVNER'S NAME ASSESSMENT CONFIRMED ASSESSMENT 62 63 64 65 66 s7 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 373-030-5fi-00-1 373-030-fi0-00-2 373-030-fit-00-8 373-030-fi4-00-4 373-040-04-00--3 373-040-07-~-2 373-040-09-00-8 373-040-10-01-9 373-040-12-00-fi 373-040-24-00-1 373-040-30-00-8 373-040-31-00-1 373-040-3fi-00-fi REMAIN. QF:373-040-43-00-fi 373-051-02-00-7 373-051-03-~-0 373-051-04-00-3 373-051-05-00-fi 373-051-~-00-9 373-052-02-~-4 373-052-03-~-7 373-052-05-00-3 373-052-07-~-9 373-052-21-00-9 373-052-22-00-2 373-052-13-00-fi 373-052-14-00-9 373-Ofi0-01-00-0 373-Ofi0-02-00-3 373-Ofi0-03-00-fi 373-060-Ofi-00-5 373-060-OS-00-1 373-060-09-00-4 373-060-10-00-fi 373-060-11-00-9 373-060-12-01-1 373-060-17-~-7 373-060-21-00-8 373-060-22-00-1 373--060-23-00-4 373-Ofi0-25-00-0 373-060-26-00-3 373-060-27-00-fi 373-090-01-00-9 373-090-02-00-2 373-090-03-00-5 373-090-04-00-8 373-000-05-00-1 373-090-Ofi-00-4 373-090-OS-00-0 373-090-11-~-8 373-090-12-~-1 373-0~-13-00-4 373-090-14-00-7 373-311-01-00-9 373-311-02-00-2 373-311-03-00-5 373-311-04-00-8 373-311-05-00-1 373-311-Ofi-00-4 373-311-0?-~-7 Skinner Hardy Tr Et AI David J & Mary E Kennison Evelyn Cornelius Panama Buena-vista School District Angie Delfino Calrrin & Jimmie D Mahan Dora Melton Mildred Joseph Delano Brothers Mary Iturriria & John Lusarreta William J & Rita J Judge De~ino Brothers Skinner Hardy Tr Et AI Glenwood Partnership Rob Brian & Deborah Y Mc Combs David Wayne & Penelope Y Manning Jeffrey S Turman Tr Eugene D & Karol J Schultz Chung H & Kyoung L Choi Frank K & Norma L Fugitt Frank K & Norma L Fugitt John J Machado Jr Et AI John Valpredo Henry A & Albert L Pinheu~o Kern Finanaal Resources Inc Kern Financial Resources Inc August W & Isabel E Suburu Tr Delfino Brothers Delfino Brothers Tony & George Anthony Delfino Mildred Joseph Edward R & Dorothy I Par~Cey Tr Harney Woods James & Joy Hanrihan Tr Alan & Mary Williams Jerry J & Donna J Steers Roger & Peggy Whitaker George W & Edna F Blalock Gordon B SlaterJr Jerry J & Donna J Steers Harold J & Bonnie L Wurtz George W & Edna F Block George W & Edna 'F Blalock Raymond N Franco Et AI Cyrus L & Sh~~y J Langston Jose Machuca & Engracia F~rriera Jose Machuca Belton B & Lillian M Ashcraft Belton B Ashcraft Kenneth W & Dina F l~blett Maur~io Iparraguirre Maur~io Iparragu~re Thomas B & Ethel J Sears Thomas B & Etfiel J Sears Glenwood Partners'p Glenwood Partnership Glenwood Partnership Glenwood Partnership Glenwood Parmers~np Glenwood Partnerst~p Glenwood Partnersf~p $43,315.52 $503.67 $92,231.85 $18,851..30 $97,111.70 $503.67 $503.67 $4,533.03 $1,007.34 $10,577,06 $42,308.17 $49,863,17 $94,fi89.70 $a7,39o.7s $0.00 $0.00 $0.00 $0.00 $20,146.75 $48,855.86 $78,572:29 $102,748.40 $43,819.16 $20,506.66 $56,962.97 $172,905.21 $1,007.34 $503.67 $503.67 $14,606.38 $503.x7 $1,007,34 $1,007.34 $25, 687.10 $503.67 $503.x7 $503.67 $503.67 $38,782.51 $3,101.22 $503.x7 $503.67 $11,584.38 $124,909.82 $503.67 $1,511.01 $503.67 $1,007.34 $503.67 $4,533.03 $503.67 $2,518.34 $1,007.34 $503.67 $549.59 $549.59 $549.59 $549.59 $549.59 $549.59 $549.59 $42,595.47 $495.31 $90,521.55 $18,580.99 $96,087.41 $495.31 $495.31 $4,457.65 $990.61 $10,401.25 $41,604.85 $49,034.30 $93,115.66 $46,602.98 $0.00 $0.00 $0.00 $0.00 $19,811.86 $48,043.71 $77,266.21 $101,040.40 $43,090.77 $20,199.94 $58,081.28 $146,311.49 $990.61 $495.31 $495.31 $14,363.60 _$495,31 $990.61 $990.59 $15,849.48 $495.31 $495.31 $495.31 $495.31 $18,325.97 $3,049.69 $495.31 $495.31 $1,981.24 $122,833.42 $495.31 $1,485.89 $495.31 $990.59 $495.31 $4,457.65 $495.31 $2,476.50 $990.59 $495.31 $540.44 $540.44 $540.44 $540.44 $540,44 $540.44 $540.44 2960ROLF. A-2 18-Sep-92 EXI-#BIT A ENGII~ER'S F~PCIRT CITY 4F BAKERSFIELD ASSESSMENT DISTRICT N0.91-1 ASSESSMENT ROLL ASMT NO. ASSESSCR'S PARCEL NC.! DESCRIPTION pYVNER'S NAME PRELIMINARY ASSESSMENT C~JNFIRMED ASSESSMENT 123 373-31 i -08-00-0 Glenwood Partnership $549.59 $540.44 124 373-311-09-00-3 Glenwood Partnership $549.59 $540.44 125 373-31 i -10-00-5 Glenwood Partnership ~ $549.59 $540.44 126 373-311-11-00-8 Glenwood Partnership $549.59 $540.44 127 373-311-12-00-1 Glenwood Partnership $549.59 $540.44 128 373-311-13-~-4 Edward and Angie Arano $549.59 $540.44 129 373-311-14-00-7 ~ Glenwood Partnership $549.59 $540.44 130 373-311-15-00-0 Glenwood Partnersf~p $549.59 $540.44 131 373-311-ifi-~-3 Dale and Cheryl Lamason $549.59 $540.44 132 373-311-17-00-fi John and Mary Deith $549.59 $540.44 133 373-311-18-00-9 Joseph & Martha Jordan $549.59 $540.44 134 373-311-19-00-2 Susan Crowl $549.59 $540,44 135 373-311-20-00-4 Robin Cook and David Pachesney $549.59. $540,44 136 373-311-21-00-7 Glen and Margaret Yamasaita $549.59 $540.44 137 373-311-22-00-0 Glenwood Partnership $549.59 $540.44 138 373-311-23-00-3 Glenwood Partnership $549.59 $540.44 139 373-311-24-00-fi Coleman Homes $549.59 .$540.44 140 373-311-25-00-9 Coleman Homes $549.59 $540.44 141 373-311-2fi-00-2 Coffman Homes $549.59 $540.44 142 373-311-27-00-5 Glenwood Partnership $549.59 $540.44 143 373-31 i -28-~-8 Metco Development Company $549.59 $540.44 144 373-311-29-00-1 Metro Development Company $549.59 $540.44 145 373-311-30-00-3 Metro Development Company $549.59 $540.44 146 373-311-31-00-fi Glenwood Partnership $549.59 $540.44 147 373-311-32-00-9 Glenwood Partnership $549.59 $540.44 148 373-312-01-00-fi Glenwood Partnership $549.59 $540.44 149 373-312-02-00-9 Glenwood Partnership $549,59 $540.44 150 373-312-03-00-2 Glenwood Partnership $549.59 $540.44 151 373-312-04-00-5 Glenwood Partnership $549.59 $540.44 152 373-312-05-00-8 Glenwood Partnership $549.59 $540.44 153 373-313-01-~-3 Coleman Homes $549.59 $540.44 154 373-313-02-00-fi Coleman Homes $549.59 $540,44 155 373-313-03-~-9 Coleman Homes $549.59 $540.44 156 373-313-04-00-2 Coffman Homes $549.59 $540.44 157 373-313-05-00-5 Glenwood Partnersl~p $549.59 $540.44 158 373-313-Ofi-00-8 Glenwood Partnersl~p $549.59 $540.44 159 373-313-O1-00-1 Glenwood Partnership $549.59 $540.44 160 373-313-OS-~-4 Glenwood Partnersl~p $549.59 $540.44 161 373-313-09-00-7 Glenwood Partnership $549.59 $540.44 162 17fi-1 ~-5fi-00-4 Kern Delta Water Distr~t $0.00 $0,00 163 373-040-44-00-9 The City of Bakersfield $0.00 $0.00 164 373-052-23-~-5 Kern Financial Resources Inc $21,570.68 $21,981.28 165 373-052-25-~-1 Kern Financial Resources Inc $46,036.07 ~ $46,759.47 166 PARCEL 2: P,M.W, 3-92 Edward Fanucchi $40,052.93 $39,386.77 167 PARCEL 3: P.M.W. 3-92 WKG Investments $9,760.62 $9,598.29 168 PARCEL 4: P.M.W. 3-92 Edward Fanucchi $6,674.16 $6,563.20 169 LOT 1; TR 5389-PH IV Glenwood Partnersl~p $503.67 $495.31 170 LOT 2: TR 5389-PH IV Glenwood Partnersl~p $503.67 $495.31 171 LOT 3: TR 5389-PH IV Metro Development Company $503.67 $495.31 172 LOT 4: TR 5389-PH IV Metro Development Company $503.67 ~ $495.31 173 LOT 5: TR 5389-PH IV Metro Development Company $503.67 $495.31 174 LOT fi: TR 5389-PH Itl Metro Development Company $503.67 $495.31 175 LOT 7: TR 5389-PH IV Glenwood Partnersl~p $503.67 $495.31 176 LOT 8: TR 5389-PH IV Glenwood Partnership $503.67 $495.31 177 LOT 9: TR 5389-PH IV Glenwood PartnersFap $503.67 $495.31 178 LOT 10: TR 5389-PH IV Glenwood Partnership $503,67 $495.31 179 LOT 11: TR 53&9-PH IV Glenwood Partnership $503.67 $495.31 180 LOT 12; TR 5389-PH lV Glenwood Partnership $503,67 $495.31 181 LOT 13: TR 5389-PH IV Metro Development Company $503.67 $495.31 182 LOT 14: TR 5389-PH I~1 Metro Development Company $503,fi7 $495,31 183 LOT 15; TR 5389-PH IV Glenwood Partnership $503.67 $495,31 296~OLF ~ A-3 18-Sep-92 I~~ EXI~BIT A ENGINEER'S REPORT CITY OF BAICERSFIELD ASSESSMENT DISTRICT Na. 91-1 ASSESSMENT ROLL ASMT ASSESSOR'S PARCEL NO.~ PRELIMINARY CONFIRMED ~, Na. DESCRIPTION OWNER'S NAME ASSESSMENT ASSESSMENT 184 LOT 18: TR 5389-PH III Glenwood Partnership $503,67 $495.31 185 LGT 17: TR 5389-PH IV Glenwood Partnership $503.67 $495.31 186 LGT 18: TR 538.9-PH III Glenwood Partnership $503.67 $495.31 '~ 187 LGT 19: TR 5389-PH IIJ Glenwood Partnership $503.67 $495.31 188 LOT 20: TR 5389-PH IV Glenwood Partnership $503.67 $495.31 189 LOT 21: TR 5389-PH IV Glenwood Partnership $503.67 $495.31 ~~` 190 LOT 22: TR 53&9-PH IV Glenwood Partnership $503.67 $495.31 ~y 191 LOT 23: TR 5389-PH IV Glenwood Partnership $503.67 $495.31 192 LOT 24: TR 5389-PH IV Glenwood Partnership $503,67 $495.31 193 LOT 25: TR 5389-PH IV ,Glenwood Partnership $503.67 $495.31 194 LOT 26: TR 5389-PH IV Glenwood Partnership $503.67 $495.31 195 LOT 27: TR 5389-PH IV Glenwood Partnership $503.67 $495.31 ` 196 LOT 28: TR 5389-PH IV Glenwood Partnership $503.67 $495.31 197 LOT 29: TR 5389-PH IV Glenwood Partnership $503.67 $495,31 . 198 LOT 30: TR 5389-PH IV Glenwood Partnership $503.67 $495,31 199 ~; LOT 31: TR 5389-PH IV Glenwood Partnership $503.67 $495,31 ` 200 LOT 32: TR 5389-PH IV Glenwood Partnership $503.67 $495.31 201 LOT 33: TR 5389-PH IV Glenwood Partnership $503.67 $495.31 202 ~ LOT 34: TR 5389-PH IV Glenwood Partnership $503,67 ~ $495.31 ` 203 a LOT 35: TR 5389-PH IV Glenwood Partnership $503,67 $495.31 204 LOT 38: TR 5389-PH IV Glenwood Partnership $503.67 $495,31 ~` $3,620,000.00 ffi3,460,5$9.42 NaTES FOR DETAILED DESCRIPTION OF THE LINES, DIMENSIONS AND LOCATIONS OF ASSESSMENTS 1fi9 THROUGH 204, REFERENCE THE SUBDIVISION MAP OF TRACT Np. 5389 - PHASE N RECORDED MAY 21,1992, IN BOOK 3A OF MAPS, PAGE 94 IN THE OFFICE OF THE COUNTY RECORDER OF THE COUNTY OF KERN. FOR DETAILED DESCRIPTION OF THE LINES, DIMENSIONS AND LOCATIONS OF ASSESSMENTS 27,166,167 AND 168, REFERENCE THE PARCEL MAP WANER 3-92 CERTIFICATE OF COMPLIANCE FILED ON MAY 19,1992, IN BOOK 8670 PAGE 378 IN THE OFFICE OF TI'-E COUNTYRECORDER OF THE COUNTY OF KEf~V. PREPARED BY: WILSON AND ASSOCIATES FRESNO, CALIFORNIA APPROVED: {-~~''~--t~ ~( `-`~~.1 L,''"~-~`°`--' EDWARD J, WILSON, R,C,E. 23269 EXPIRES 12-31-93) .~ . DATE: ~~ ~ ~, ~~ ~~~~,~,,~ ~ S~~Q~ ~~ ,~~~ ` ~.~ 1 ~~~, ~ ~ ~ ~, ,~.,1 ~. I~~. z9 ~~,~ C~YIi. ~~~ 2960ROLF A-4 18-Sep-92 ~~ II ti I~ i ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT N0.91.1 (HOSKING TRUNK SEWER} EXHIBIT B TABLE B-I ENGINEER'S ESTIMATE OF TOTAL COST AND ASSESSMENT TABLE B-II ENGINEER'S ESTIMATE OF CONSTRUCTION COST BY LINE ITEM TABLE B-III ENGINEER'S ESTIMATE OF ACQUISITION COST CITY AGREEMENT N0.92.12 (COLEMAN HOMES ACQUISITION RE: TRACT 5389) TABLE B-IV ITEMIZED COST ESTIMATE BY ASSESSMENT BENEFIT CATEGORY TABLE B-V PAYOFF CALCULATION FOR ASSESSMENT DISTRICT N0. 87.3 ASSESSMENTS 724 THROUGH 728 TABLE B-VI RESPREAD OF DEFERRED ASSESSMENT AMOUNT FOR WILLIAMSON ACT CONTRACT AND SUBSTANTIALLY DEVELOPED PARCELS EXHIBIT B TABLE B- I ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT N0.91-1 ENGINEER'S ESTIMATE OF TOTAL COST & ASSESSMENT ACTIVITY DESCRIPTION PRELIMINARY CONFIRMED ASSESSMENT ASSESSMENT Note; See Tables B-II, B-III and B-IV for Improvement System Cost Details} 1. TRUNK SEWER IMPROVEMENTS A. CITY CONSTRUCTION PROJECT $1,997,041.50 $1,930,897.00 B. ACQUISITION ~'I'RACT N0.5389) $79,500.00 $79,500.00 C. TOTALTRUNK SEWER IMPROVEMENTS $2,076,541.50 $2,010,397.00 2. PROJECT IMPROVEMENT INCIDENTAL COST A. CITY CONSTRUCTION PROJECT 6. ACQUISITION TRACT N0.5389) C. TOTAL IMPROVEMENT INCIDENTAL COST 3. PROJECT IMPROVEMENTS, ACQUISITION & (NCIDENTALCOST A. CITY CONSTRUCTION PROJECT B. ACQUISITION (TRACT N0.5389) C. TOTALCONSTR., ACQUISITION &INCID. COST '~ 4. CONSTRUCTION CONTINGENCY ~; A. CITY CONSTRUCTION PROJECT B. ACQUISITION (TRACT N0.5389) C. TOTALCONSTR., ACQUISITION &INCID. COST $273,727.82 $277,642.52 $o.oo $o.oo $273,727.82 $277,642.52 $2,270,769.32 $2,208,539.52 $79, 500.00 ---------- - $79, 500.40 - - $2,350,269.32 ---------- $2,288,039.52 $227,076.93 $213,039.23 $o.ao $o.oo _______________________ $227,076.93 $213,039.23 5. PROJECT IMPROVEMENTS, ACQUISITION, INCIDENTALS AND CONTINGENCY A. CITY CONSTRUCTION PROJECT $2,497,846.25 $2,421,578.75 B. ACQUISITION BRACT N0.5389) $79,500.00 $79,500.00 ------------------------- C.TOTAL PROJECT IMPROVEMENTS, ACQUISITION, INCIDENTALS AND CONTINGENCY $2,577,346.25 $2,501,078.75 296061E B-I-1 18-Sep-92 EXHIBIT B TABLE B-I ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT N0.91-1 ENGINEER'S ESTIMATE OF TOTAL COST & ASSESSMENT PRELIMINARY CONFIRMED ACTIVITY DESCRIPTION ASSESSMENT ASSESSMENT 6. ESTIMATED COST TO REFUND ASSESSMENT DISTRICT N0.87-3 EXISTING ASSESSMENTS Cost Assessed to AD 91-1 Asssessment Numbers 20 Through 24; See Table B-V for details) $147,7fi5.52 $147,765.52 7. ADDITIONAL COST TO THE LOTS IN TRACT N0.5389 -PHASE I AND PARCEL MAP WAIVER 3-92 $3,145.00 $3,145.00 8. PROJECT CONTINGENCY $33,210.fi2 $33,302.37 9. SUBTOTAL COST TO ASSESSMENT $2,761,4fi7.39 $2,685,291.64 10.ESTIMATEDASSESSMENTPROCEEDlNG INCIDENTAL COST AND EXPENSES A. ASSESSMENT ENGINEERING $60,900.00 $60,900.00 B. BOND COUNSEL $65,160.00 $s2,46a.oo C . APPRAISAL $25, 000.00 $29, 600.00 D. BOND ISSUANCE EXPENSES 1. Bond and other printing $13,000.00 $13,000.00 2. Bond administration & registration $7,140.54 $7,889.57 3. Legal publications, nofices, recording and mailing $3,000.00 $3,040.00 4. Auditor's record $5,000.00 $5,000.00 5. CDAC, MSRB, PSA fees $615.40 $589.90 6. Disclosure counsel $0.00 $0.40 D. ENVIRONMENTALAPPROVAL PROCESSSING $6,000.00 $6,000.00 = E. EST.TOTALASSESSMENTPROCEEDING ------------- -------- - INCIDENTAL COSTAND EXPENSES $185,815.94 $188,439.47 11.TOTAL COST T01915 ACT BOND ISSUANCE $2,947,283.33 $2,873,731.11 296061 F B-I-2 18-Sep-92 EXHIBIT B TABLE B- I ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT N0.91-1 ENGINEER'S ESTIMATE OF TOTAL COST & ASSESSMENT ACTIVITY DESCRIPTION PRELIMINARY CONFIRMED ASSESSMENT ASSESSMENT 12.1915 ACT BOND ISSUANCE COST AND RESERVE A, BOND DISCOUNT B. CAPITALIZED BOND INTEREST C. BOND ISSUE RESERVE FUND D. TOTAL BOND ISSUANCE COST AND RESERVE 13.TOTALAMOUNT ASSESSED $36,200.00 $34, 605.89 $274,516.67 $206,193.48 $362,000.00 ------------- $346,058.94 ---------- $672,716.67 $586,858.31 $3,620,000.00 $3,460,589.42 296481E B-I-3 18-Sep-92 t ~f 3 EXHIBIT B TABLE B-II } ENGINEER'S REPORT F `~ CITY OF BAKERSFIELD ASSESSMENT DISTRICT N0.91-1 ENGINEER'S ESTIMATE OF CONSTRUCTION COST ~~ BY LINE ITEM DESCRIPTION QUANTITY UNIT UNIT COST AMOUNT 1.CONSTRUCTION BID ITEMS Y 30" PVC PIPE 2,573.00 LF 71.00 $182,683.00 27" PVC PIPE 3, 780.00 LF 64.00 $241, 920.00 24" PVC PIPE 1,658.00 LF 54.00 $89, 532.00 t 21"PVC PIPE 2,838.00 LF 51.00 $144,738.00 18" PVC PIPE 5,293.00 LF 43.00 $227,599.00 15" PVC PIPE 9, 518.00 LF 36.00 $342, 648.00 12" PVC PIPE 4 523.00 LF 39.00 176 397.00 $ , i o" PVC PIPE 20.00 LF 46.00 $920.00 8" PVC PIPE 215.00 LF 32.00 $6,880.00 6" PVC PIPE 65.00 LF 43.00 '$2,795.00 48" STANDARD MANHOLE 61.00 EA 2,375.00 $144,875.00 BORE (UNDER HWY 99) 195.00 LF 260.00. $50,700.00 r BORE (UNDER HOSKING AVE) 140.00 LF 245.00 $34,300.00 BORE (UNDER KERN C)-BERKS. 35.00 LF 270.00 $9,450. BORE (UNDER KERN C)-HOSK. 35.00 LF 240.00 $8,400.00 ~~ BORE (UNDER LEVEE CANAL} 35.00 LF 380.00 $13,300.00 '` PAV. REMO. & TRENCH RESURF. 18,991,00 LF 8.00 $151,928.00 CLEARING AND GRUBBING 1.00 LS 10,330.00 $10,330.00 MOBILIZATION 1.00 LS 10,782.00 $10,782.00 LIFT STATION 1.00 LS 80,720.00 $80,720.00 CONSTRUCTION BID ITEMS TOTAL: $1,930,897.00 '~ ~~~ 2.CONSTRUCTION INCIDENTALS DESIGN $100,000.00 CONSTRUCTION STAKING $38,617.94 SOIL AND MATERIALS TESTING $38,617.94 ~~~ '~ PLAN CHECK $23,170.76 SITE INSPECTION $57,926.91 .CITY PROJECT ADMINISTRATION $19,308.97 CONSTRUCTION INCIDENTALS TOTAL: $277,fi42.52 3.TOTAL CONSTRUCTION IMPROVEMENTS & INCIDENTALS $2,208,539.52 4.CONSTRUCTION CONTINGENCY $213,039.23 ~t, S.TOTAL CONST. IMPROVEMENTS, I NCIDENTALS & CONTINGENCY $2,421,578.75 R 2960B2F B-II-1 18-Sep-92 i~ EXHIBIT B TABLE B-Iii ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT N0.91-1 ENGINEER'S ESTIMATEOF ACQUISITION COST CITY AGREEMENT N0.92-12 NCO LE MAN HO M ES ACQU ISITIO N RE : TRACT N0.5389~ DESCRIPTION QUANTITY UNIT UNIT COST AMOUNT 1.PHASE I 12" PVC PIPE 1,362.00 LF 30" PERMA LOC PIPE 70.00 LF 4$" STANDARD MANHOLE 4,00 EA TOTAL PHASE I: $45,500.00 2.PHASE II . 12" PVC PIPE 1,328.00 LF 48" STANDARD MANHOLE 5.00 EA TOTA L PHASE I I : $34, 000.00 3.TOTALACQUISITIONOOST $79, 500.00 296083E B-III-1 04-.Sep-92 EXHIBIT B TABLE B-IV ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT N0.91-1 ITEMIZED COST ESTIMATE BY ASSESSMENT BENEFIT CATEGORY ITEM QUANTITY UNIT UNIT COST AMOUNT PVC PIPES 30" PVC PIPE 2,573.00 LF 71.00 $182,683.00 27" PVC PIPE 3,780.00 LF 64.00 $241,920.00 24" PVC PIPE 1,658.00 LF 54.00 $89,532.00 21"PVC PIPE 2,838,00 LF 51..00 $144,738.00 18" PVC PIPE 5,293.00 LF 43.00 $227,599.00 15° PVC PIPE .9,518.00 LF 36.00 $342,648.00 12" PVC PIPE 3,194.00 LF 39.00 $124,566.04 10" PVC PIPE 20.00 LF 46.00 $920.00 8" PVC PIPE 120.00 LF 32,00 $3,840.00 6" PVC PIPE 65.00 LF 43.00 $2,795.00 TOTAL PIPES; 29,059,00 LF $1,3fi1,241.00 OTHER 48" STANDARD MANHOLE 56.0.0 EA 2,375.00 $133,000.00 BORE SUNDER HwY 99) 195.00 LF 260.00 $50,700.00 BORE SUNDER HOSKING AVE} 140.00 LF 245.00 $34,300.00 BORE SUNDER KERN C)-BERKS. 35.0o LF 270.00 $9,450.00 BORE SUNDER KERN C}-HOSK. 35.00 LF 240.00 $8,400.00 BORE (UNDER LEVEE CANAL} 35.00 LF 380.00 $13,300.00 CLEARING AND GRUBBING 1.00 LS 10,330.00 $10,330.00 PAV. REMO. & TRENCH RESURF. 18,991.00 LF 8.00 $151,928.00 LIFT STATION 1.00 LS 80,720.00 $so,72o. o0 MOBILIZATION 1.00 LS 10,782.00 $10,782.00 TOTAL OTHER: $502,910.00 TOTAL PIPES: $1,361,241.00 TOTAL OTHER: $502,910.00 SUBTOTAL CITY CONSTRUCTION PROJECT $1,864,151.00 Note; The above "PVC PIPES" and "OTHER" quantities exclude the Tract 5446 improvements being installed at the request of the property owner to benefitthat property 29so64F B-N-1 o4-Sep-92 '! ~~ EXHIBIT B TABLE B-IV ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT N0.91-1 ITEMIZED COST ESTIMATE BY ASSESSMENT BENEFIT CATEGORY ITEM QUANTITY UNIT UNIT COST AMOUNT ACQUISITION-TRACT NO.5389 PHASE I 12" PVC PIPE 1,362.00 LF N/A 30" PERMA LOC PIPE 70.00 LF N/A 48" STANDARD MAN HOLE 4,00 EA N/A TOTAL PHASE I: Lump Sum: $45,500.00 PHASE II 12" PVC PIPE 48" STANDARD MANHOLE 1,328.00 5.00 LF EA N/A N/A TOTAL PHASE il; Lump Sum: $34,000.00 TOTAL PIPES-ACQUISITION; 2,760,00 LF N/A TOTAL ACQUISITION: $79,500.00 TOTAL TRUNK SEWER CONSTRUCTION AND ACQUISITION COST: $1,943,651.00 SHARE OF TRUNK SEWER COST ASSESSED AS DIRECT BENEFIT: 48" STANDARD MANHOLE 12" PVC PIPE 8" PVC PIPE 6" PVC .PIPE 7.00 15.00 40.00 50.00 EA LF LF LF 2,375.00 39.00 32.00 43.00 $16,625.00 $585.00 $1,280.00 $2,150.00 SHARE OFTRUNK SEWER COSTASSESSED AS DIRECT BENEFIT; $20,640.00 SHARE OF TRUNK SEWER COST ASSESSED AS TRUNK SEWER SERVICE AND CAPACITY AVAILABILITY BENEFITS: $1,923,011.00 2960 64 F B - IV - 2 04 -Sep - 92 EXHIBIT B TABLE B-IV ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT N0.91-1 ITEMIZED COST ESTIMATE BY ASSESSMENT BENEFIT CATEGORY ITEM QUANTITY UNIT UNIT COST AMOUNT TOTAL PIPELINE LENGTH: 31,819.00 LF (29,059.00 LF + 2,760.00 LF) LESS DIRECT BENEFIT PIPELINE: 105.00 LF 31,714.00 LF SERVICE AVAILABILITY: $554,995.00 31,714.00 LF - 8" pipeline (@ $17.5JLF} CAPACITY AVAILABILITY: $1,368,016.00 Total trunk sewer benefit cost share less SERVICE AVAILABILITY COST TOTAL TRUNK .SEWER BENEFIT COST SHARE: $1,923,011.00 TRACT N0.5446 DIRECT BENEFIT COST SHARE: 12" PVC P I P E - TR 5446 1, 329.00 L~F 39.00 $51, 831.00 8" PVC PIPE - TR 5446 95.00 LF 32.00 $3,040.00 48" STANDARD MANHOLE 5.00 EA 2,375.00 $11,875.00 TOTAL TRACT N0.5446 DIRECT BENEFIT COST SHARE $66,746.00 SUMMARY OF COST BY ASSESSMENT BENEFIT CATEGORY: 1. TRUNK SEWER BENEFIT COST a. SERVICE AVAILABILITY COSfi $-554,995.00 b. CAPACITY AVAILABILITY COST $1,368,016.00 c. TOTAL TRUNK SEWER BENEFIT COST $1,923,011.00 2. TRUNK SEWER DIRECT BENEFIT COST $20,640.00 3. TRACT N0.5446 DIRECT BENEFIT COST $66,746.00 GRAND_ TOTAL $2,010,397.00 296064E B- IU-3 04-Sep -92 O W m z ~ ~ M~ Z W r ~~ h a p~ w ~ //~~ V/ 0 i W 0 Z ~~ ~ w ~ V ~ ~ ~ ( N~ ~ N ~~ 0 r ~ ~ ~0 Wh ~ Q. > w r ~ .. ml~~ m ya H ~N m Na JWN X Na0 ~WN W~za ~^ 02 ~ ~ ~- C7 WW Z~ ~ N ~ ~2 ~ W Q .7 ~' N a m ~ J ti ~, 0 V N ~ ~W ~ _ ~N , V aW ~~ N I' Q ~~ Z 0 a~. U~, N W 0 r ~! c~ NZ m r N ~ N *- Q ~Z M ~ N o~ NmN ~Q ~' o Z Z M H W N N ~ ANN ~z o ~' M Of a N 0> ~ cv ~ Q ~ ~Z O pp .. M ~ ~O ~ MAO f ~, 0 0, C ~~ N 0 ~ ~°p~~O t N ~ ~ r:a~ ~ ~ ~ 0 ~ er Z ~~ M ~ M ~ N M M ~~ ~~0• p `~~S ~. ti ~ ~ ~O ~ pCrCO N ~~pp MQ~ ~ Z ~~ M M ~ ~ M M •- ~ ~~pp het ~^0• pp ~~O .. f~~ ~ ~ ~O ~ OCrCO • N ~ar~ Z ~1l, ~ M ~ r M ~ ~ ~ ,.. 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ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT NQ. 91.1 (HOSKING TRUNK SEWER} EXHIBIT D DESCRIPTION OF ASSESSMENT SPREAD METHOD ~. EgHIBIT D ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT N0. 91-1 ~HOSKING TRUNK SEWER] DESCRIPTION OF ASSESSMENT SPREAD MET80D INTRODUCTION The 1913 Act requires that a specific procedure or formula be developed for every assessment levied pursuant to said Act, for the purpose of apportioning the total cost of the assessment district improvements. The law requires that the cost of the assessment be apportioned to the individual parcels in propor- tion to the estimated benefit that each parcel can be expected to receive from the work and improvements covered by the assessment. The City Council has appointed the Director of Public Works as the Engineer of Work for AD 91-1 by adoption of Resolution 192-91 on September 11, 1991. Resolution No. 192-91 also approved agreement No. 91-199 with Edward J. Wilson, a Registered Civil Engineer, appointing him as the Assessment Engineer for AD 91-1. .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 91-1 and the development of a method of apportion- ing the total amount.of the .costs and expenses,of the proposed improvements to the several subdivisions of land located therein, in proportion to the esti- mated benefits to be received by each such subdivision, respectively, from the improvements. AD 91-1 has been formed pursuant to a property owner petition, 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. The peti- tion is on file with the City Clerk. on September 11, 1991, the City Council adopted its Resolution No. 191-91, determining to undertake proceedings under the 1913 Act, without further proceedings under Division 4 of the streets and Highways Code. ASSESSMENT DISTRICT PURPOSE The purpose of the AD 91-1 proceedings is to confirm an assessment for the estimated total cost of the Hosking Trunk Sewer improvements, pursuant to the 1913 Act and the Municipal Code. The City will issue bonds under the 1915 Act, representing the unpaid assessments, to pay the cost to install, construct and acquire the improvements, and pay all incidental costs and expenses related thereto and authorized for funding by the 1913 Act. The improvements are to be constructed pursuant to the Hosking Trunk sewer Plans and pursuant to the terms and conditions of City Agreement No. 92-12 for the Coleman Homes Acquisi- tion. A description of AD 91-1 is presented in section I of this Engineer's Report and a General Description of Work and Acquisitions to be made pursuant to the AD 91-1 proceedings is included in Engineer's Report Section II. 2960FER.EXD D - 1 09/10/92 ASSESSMENT SPREAD METHOD A description of the methodology used to apportion the costs of the AD 91-1 construction work and acquisitions and of the incidental costs and expenses of the proposed work and of the AD 91-1 assessment proceedings is presented below. DESCRIPTION OF AD 91-1 BENEFITS The 1913 Act requires that assessments must be apportioned based on the estimated benefit that the subject properties receive from the works of. improvement. The statute does not specify the method or formula that should be used in any particular special assessment district proceeding. That responsibility rests with the Assessment Engineer. The Assessment Engineer makes his recommendations as to the cost and method of apportionment of the assessments at the public hearing on the assessment district, and final authority and action with respect to the levy of the assessments rests with the City Council after hearing all testimony and evidence presented at the public hearing. upon the conclusion of the public, hearing, the City Council must take final action in determining whether or not the assessment apportionment has been made indirect proportion to the benefits received by the properties assessed. It is, therefore, necessary. that the Assessment Engineer identify the benefits that the improvements will render to the properties located within the boundaries of the assessment district. In the case of AD 91-1, the Hosking Trunk sewer improvements will extend City sanitary sewer Facilities to and into portions of AD 91-1. In addition, AD 91-1 will fund all costs to pay off the existing fixed special assessment liens for City of Bakersfield Assessment District No. 87-3 that encumber five parcels in AD 91-1, identified in this report and on the AD 91-1 Assessment Diagram as Assessments 20 through 24. LISTING OF HOSKING TRUNK SEWER BENEFIT AND ASSESSMENT SPREAD CATEGORIES Three (3) Hosking Trunk Sewer Benefit and Assessment Spread Categories have been identified for the Hosking Trunk Sewer improvements (herein "Trunk sewer Benefit Categories"). These three categories of benefit are the basis for the breakout on the Hosking Trunk Sewer improvement costs by benefit category and for the spread of those benefit category costs to the AD 91-1 properties. The three sewer Benefit and Assessment spread Categories are as follows: 1. Trunk Sewer Service Availability Benefit; 2. Trunk Sewer Capacity Availability Benefit; and 3. Trunk sewer Direct Benefit. DESCRIPTION OF TRUNK SEWER BENEFIT CATEGORIES AND COSTS 1. Trunk sewer Service Availability Benefit Category: Engineers Report Exhibit E, sketch Map of Assessment Spread Benefit Zones, shows the layout of the proposed Hosking Trunk sewer network of pipelines. to be constructed or acquired. It also shows by crosshatching the parcels, or portions thereof, that are within both the service Availability and Capacity Availability Benefit Zones. Parcels that are within 1,320 feet of a planned Hosking Trunk Sewer pipeline, as shown on Exhibit E, are within the service Availability Benefit Zone. The Trunk sewer Service Availability Benefit is defined for the purpose of the AD 91-1 Assessment Spread Method as the added benefit an AD 91-1 parcel. receives over parcels that are shown on the Exhibit E map as being only in the Capacity Availability Benefit Zone. The added benefit is that the Service 2960FER.EXD D -~ 09/10/92 Availability parcels can be developed by the extension of 8-inch diameter sewer pipelines from the AD 91-1 pipelines, as in-tract subdivision improvements. The 1,320-foot benefit zone limit was set based on the layout of the Hosking Trunk sewer pipelines. Reference to Exhibit E shows that the north and south submain extensions from Hosking Avenue and the quarter-mile sections of submains in Berkshire Road will place almost all of the AD 91-1 benefited property within one-quarter mile of an AD 91-1 sewer main. Reference to the Engineers Report Exhibit F, Location of Active Tentative Tracts, Ag Preserves, and School Parcels, further illustrates that AD 91-1 development is generally proceeding~as blocks of land approved for residential subdivision that have at least one dimension that is approximately one-quarter mile in length. Each subdivision would, therefore, be extending in-tract sewers for up to one-quarter mile from their connection point with the Hosking Trunk sewer pipelines. Accordingly, the limit of equivalent benefit for obtaining direct service from an AD 91-1 pipeline is 1,320 feet (one-quarter miley. All other parcels, or portions thereof, will need to install 1,320 feet of off- site sewer, or more, just to bring sewer service to the parcel. These parcels, or portions of parcels, are considered, for the purpose of this Assessment spread Method, to receive a lower level of benefit from the Hosking Trunk sewer improvements than the parcels within the Service Availability Benefit Zone receive. This difference in-total benefit is valued for the purpose of this Assessment spread Method, as the estimated cost to install only 8-inch diameter pipeline along the entire length of all Hosking Trunk sewer pipelines. .Page B-IV-3 of Engineers Report Exhibit B, Table B-IV, Itemized Cost Estimate by Assessment Benefit Category provides a detailed breakout of the Hosking Trunk sewer Cost Share apportioned to the Trunk Sewer Service Availability Benefit Category. The cost assessed is estimated as the product of the net length of Hosking Trunk Sewer Pipeline after deducting the length of all pipeline categorized herein as Direct Benefit pipelines, with that net length multiplied by the unit price of $17.50 per linear foot, as the estimated cost to install 8-inch PvC sanitary sewer pipeline. This unit price was taken from the construction unit price guide entitled "Unit Prices for Preparing Improvement Bond Estimates for Rern County subdivisions," dated December 7, 1990. since only 135 feet of 8-inch pipeline is included in the Hosking Trunk sewer Project out of a total pipeline length that exceeds 31,000 feet, the contract bid for this small amount of work may not be representative of the unit price that would be bid for the large length of sewer used to calculate the Service Availability Benefit Cost. Therefore, it is the opinion of the Assessment Engineer that the $17.50/foot estimated unit cost stated above for the installation of 8-inch .pipeline is a reasonable approximation of the cost of AD 91-1 Service Availability benefits relative to the estimated total cost of the trunk sewer improvements. Accordingly, the $17.50/foot unit price used to calculate the preliminary assessment amount for the service Availability Benefit will also be used to calculate the final assessment for this benefit category. The service Availability cost share excludes manholes and other appurtenances. Those improvements are defined for the purpose of this Assessment Spread Method as being part of the Trunk sewer Capacity Availability Benefit Category and, as such, are assessed to all benefited AD 91-1 properties. 2. Trunk sewer Capacity Availability Benefit Category: As described above under the service Availability Benefit Category, AD 91-1 parcels, or portions of parcels, that are more than one-quarter mile from a Hosking Trunk sewer pipeline are defined for the purpose of this Assessment spread Method as being only in the Trunk Sewer Capacity Availability Zone and are assessed a share only of the Hosking Trunk Sewer cost that is apportioned 1960FER.EXD D - 3 09/10/92 to this benefit category. All other AD 91-1 benefited parcels that are within one-quarter mile of the Hosking Trunk Sewer network of pipelines are in both the service Availability and the Capacity Availability Benefit Zones and are, accordingly, assessed a share of the Hosking Trunk Sewer cost apportioned to each of these two benefit categories. The Hocking Trunk Sewer Capacity Availability Benefit and related cost are defined herein as the share of the total trunk sewer cost allocated to increasing the system pipe sizes from 8-inch diameter to their final design sizes, as shown on the Hocking Trunk sewer Plans. The Hocking Trunk sewer pipelines have been designed to provide sufficient sewage transport capacity in all the system pipelines as estimated to be needed to service full buildout of the AD 91-1 benefited parcels to their estimated maximum permitted dwelling unit densities or commercial/industrial use intensities pursuant to the land uses approved by the Metropolitan Bakersfield 2010 General Plan, as amended. Accordingly, the Trunk sewer Capacity Availability Benefit Category includes 11 AD 91-1 benefited parcels, as stated above. The trunk sewer cost share apportioned to this benefit category is the net of the Hosking Trunk Sewer Improvement construction and acquisition cost remaining after deducting the cost share apportioned to the Service Availability Benefit Category, as described above, and after deducting the cost share apportioned to the Trunk sewer Direct Benefit Category. Reference is made to Engineer s Report Exhibit B, Table B-IV for an itemized breakout of the cost share apportioned to the Trunk sewer Capacity Availability Category. Further reference is made to Engineers Report Exhibit E for an illustration of the parcels, or portions of parcels that are only in the Capacity Availability Benefit Zone and those that are in both the Service Availability and Capacity Availability Benefit Zones. 3. Trunk sewer Direct Benefit Category: Direct Benefit improvements are defined herein as Hocking Trunk Sewer Project improvements that benefit either one or a limited number of AD 91-1 parcels. Two groups of pipeline improvements are allocated to and assessed under this benefit category of direct benefit improvements. The first group includes additional trunkline manholes and pipeline stubouts from the manholes to the adjacent right-of-way in several locations. These manholes are to be installed at the request of the owner of the fronting property in locations of future street intersections. These manholes and stubouts will be a point of connection to the Hosking Trunk Sewer for extension of in-tract sewers into the adjacent properties. since these improvements were not required as part of the trunk sewer design and will benefit only the parcels fronting on the Hosking Trunk Sewer pipelines where those manholes are installed, their total cost is assessed to the benefited fronting property as described in a following section of this Assessment Spread Procedure. The second group of direct benefit improvements includes additional 12-inch '~ diameter and 8-inch diameter pipeline installations as sewer improvements required for development of approved Tentative Tract 5446 therein "Ten TR ,P 5446"). The 12-inch diameter pipeline will be installed in an easement along the future alignment of Hughes Lane, from the southern terminus of the Hosking '~- Trunk sewer pipeline also to be installed in future Hughes Lane, southerly to McKee Road. The 8-inch pipeline will be installed as stubouts to future streets in Ten. TR 5446. These improvements were not part of the planned scope of Hocking Trunk Sewer pipelines and they have been added to the .project at the request of the property owner/developer for Ten TR 5446. Accordingly, the total cost of these Direct Benefit Improvements is assessed to Assessments 85, 86, 87, 164, and 165., as the only AD 9I-1 parcels benefited by their construction. The exact 2964FER.EXD D - 4 09/10/92 method of cost apportionment among the referenced parcels is described in a I~ following section of this assessment spread procedure. Engineers report Exhibit B, Table B-IV presents an itemized breakout of the estimated construction cost for the Ten TR 5446 direct benefit improvements. 3 The following table restates the Hosking Trunk Sewer areas of benefit and estimated cost shares assessed under each of the above-described Benefit and Assessment spread Categories: ,a a 1. Trunk Sewer Service Availability a. The area of benefit and assessment includes all parcels (or '~ portions of parcels) to be served by the Hosking Trunk Sewer that are within one-quarter mile of a trunk sewer pipeline to be constructed or acquired (see Engineers Report Exhibit E); and b. The cost assessed includes the estimated cost to install 8-inch diameter pipeline along the entire length of the proposed network of Hosking Trunk Sewer pipelines, excluding the cost of manholes. ~' 2. Trunk Sewer Capacity Availability a. The area of benefit includes all AD 91-1 parcels that will be served by the Hosking Trunk sewer; and b. The cost assessed under this benefit category is the net project improvement and acquisition cost after deducting the Service Availability and Direct Benefit apportioned cost shares and ''= includes the estimated total cost for modifying the existing lift ~~ ~~ station at the intersection of Akers Road and Hosking Avenue. F 3. Trunk Sewer Project Direct Benefit Improvements t a. only the parcels directly served by the improvements allocated to this category of benefit are assessed for these costs; and b. The separate costs assessed for the two groups of Direct Benefit u improvements, are shown on Engineers Report Exhibit B, Table B-IV. CALCULATION OF THE HOSKING TRUNK SEWER ASSESSMENTS ` The cost apportioned to each of the three Hosking Trunk Sewer Benefit and Assessment spread Categories is spread as a separate improvement benefit charge to the parcels included in each benefit category. Each separate benefit category assessment becomes part of the total amount assessed to a parcel for the full scope of the Hosking Trunk Sewer improvements. The service and Capacity Availability Benefit Category costs are spread to the T benefited parcels in direct proportion to the estimated trunk sewer capacity needed to service a parcel at buildout to its maximum permitted residential dwelling unit density or intensity of commercial/industrial use. Assessment spread calculations are based on parcel land uses, gross acreages excluding existing street rights-of -way, and on the estimated average daily wastewater f low that would be discharged pursuant to existing land use. The AD 91-1 Engineer of Work has determined that the land uses used to spread the Hosking Trunk sewer System assessment shall be the land uses within the district that have received final City Council approval (or Board of supervisors approval for AD 91-1 unincorporated parcels) as of the date of City Council adoption of a Resolution Preliminarily Approving the AD 91-1 Engineer s Report. Metropolitan Bakersfield 2010 General Plan (herein "2010 Plan") land uses and densities taken from the 2010 Plan map dated December 1991 and 2960FER.EXD D- 5 09/10/92 ~-- subsequently approved plan amendment maps were used to estimate the Trunk Sewer capacity and cost shares that have been assessed to AD 91-1 benefited parcels. For parcels wherein the adopted land use area boundaries overlaying the property did not follow parcel boundaries, the dimensions within the parcel for each land use type were measured on the 2010 Plan map and the land use areas calculated using those map measurements. ~`~ The unit of wastewater flow used to apportion the Trunk sewer service and Capacity Availability costs is the estimated average daily wastewater flow discharged from a single-family residential dwelling unit, referred to herein as one Equivalent Residential Dwelling Unit (1-EDU) of average daily wastewater flow. Pursuant to design data used for the sizing of the AD 91-1 pipelines, as provided by the City Public works Department and contained in their Subdivision Design Manual dated July 1989, 1-EDU of flow is 260 gallons per day calculated as follows: ,. a. The average family unit .shall be two and six tenths (2.6) persons per single-family residential unit~and two (2:0) persons per~multi- famity residential unit. b. The average daily discharge of domestic sewage shall be one hundred (100) gallons per day per person. The Service and Capacity Availability costs are spread to benefited parcels in AD 91-1 as an equal cost per estimated number of parcel buildout EDU~s. Engineers Report Exhibit G, Equivalent Dwelling Units by Land Use Per Metropolitan Bakersfield 2010 General Plan, lists the net EDU~s per acre by land use type allocated to each AD 91-1 benefited parcel. The net EDU amount shown on Exhibit G has been estimated at 70$ of a parcels maximum potential EDU total, where the maximum would be calculated on the basis of gross parcel acres. The 70~ net was used, following consultation with City Public Works staff, as a more realistic estimate of the actual number of EDU that could be developed on a parcel after right-of-way and other dedications, setbacks, and other factors limiting the intensity of site development are taken into account. The following EDU calculation criteria were also used in the spread of the Service and Capacity Availability Benefit Costs: a. Residential Land Use Areas: All standard Dt]/Ac, persons/DU, and average flow/person are taken from the general 2010 Plan and City subdivision Design Manual. b. Commercial and Industrial Land Use Areas: 6.00 DU/gross acre were used, pursuant to consultations with the Public works Department staff. c. school District Parcels: The estimated number of students for each of the two school district parcels in AD 91-1 was obtained from district staff: The Panama-Buena vista Union school District owns the parcel designated Assessment 65 and the Greenfield School District owns the parcel designated Assessment 8. The design outflow (average flow/student) was obtained from the design engineer (Mooney & sinal) for the Greenfield School District junior high school site (Assessment 8) and also for an elementary school site they are developing outside of AD 91-1. The average flow/student used in this assessment spread, based on the information obtained as described above, is 20 gallons. per day per 2960FER.EXD D - 6 09/10/92 student (20 gpd/student). These estimated per student wastewater flow rates and estimated student populations were used to calculate an estimated EDU total for each of the school site parcels, with those calculations also shown in Engineers Report Exhibit G. d. Two parcels are included in approved tentative subdivisions and in each case, work is in progress on the construction of all of the subdivision improvements, and one or more tract phases has either already recorded or the final map approved by the City Council. since the final subdivision improvements are being constructed for each of those sites, they are classified herein as fully developed at the total lot count shown on their respective approved tentative maps. The two parcels are Assessment 11 approved for subdivision into 136 R-1 lots according to Tentative Tract 5001, and Assessment ?5, which is the remaining two phases of Tentative Tract 5389 .approved for subdivision into 94 R-1 lots. e. An analysis has been made to ,identify the benefited area and EDU estimate for the parcel designated Assessment ?1 and located northwest of the Akers Road and Hosking Avenue intersection. The results of that analysis are presented in Engineers Report Exhibit H, which states that all but the northeasterly corner of the parcel may be serviceable from the existing sewer pipeline in Hosking Avenue along the south boundary of the property. The estimate of assessable EDU~s, as shown on Exhibit H, is based on the development potential for the approximately 160 foot wide strip of the parcel along the west right-of -way for Akers Road. f. The dwelling unit density used in the preliminary assessment spread calculation for parcels with the HR (High Density Residential) Land Use designation has been revised as shown on Engineers Report Exhibit G and as described below. i. Buildout EDU~s for parcels greater thin 2.0 acres in gross area are estimated using the City's R-4 Zone maximum density of 1 unit per 600 square feet of parcel.; and ii. Buildout EDU~s for parcels smaller than 2.0 acres in gross area are estimated using the City~s R-3 zone maximum density of one unit per 1,250 square feet of parcel. The above changes in density criteria for the HR Land Use have resulted in a reduction in estimated Buildout EDU~s used to calculate the confirmed assessments for Assessments 95 through- 97, 100 and 101. g. The estimated area of the Kern Island Canal easement within Assessments 4 and 26 has been deducted from the gross area of each parcel, to calculate the area of each parcel used to compute their Buildout EDU totals and to calculate their confirmed assessment amounts. The referenced canal areas had been included in the parcel areas used to calculate the EDU~s for the preliminary assessment spread. Further examination of these two parcels shows that the referenced canal easement and existing canal improvements were too large to be economically relocated or placed in underground pipes. All other ~- canal easements within AD 91-1 parcels are assumed for the purpose of this assessment spread method and spread calculations to be included in the 30~ parcel area deducted before EDU calculations. 2960FER.EXD D - ? 09/10/92 1. Calculation of Trunk Sewer service Availability Assessment Amounts 5 The estimated 7,807 total buildout service Availabilit EDU's before Y adjustments as described below for Williamson Act Parcels and for parcels defined herein as Substantially Developed, were divided into the total trunk sewer construction and acquisition cost share shown on Exhibit B, Table B-IV, `~ page B-IV-3, allocated to the benefit category, to calculate the•unit assessment charge rate per parcel EDU. That unit charge rate was multiplied by each parcels assessable, unadjusted total EDU's to calculate its apportioned share of the service Availability Benefit Cost. 2. Calculation of Trunk Sewer Capacity Availability Assessment Amounts r ~~ The same assessment calculation procedure as described above for the service Availability calculations has been used to calculate each parcel's unadjusted assessment for Capacity Availability Benefits. The total assessable EDU's used k, in this calculation are 8,559, reflecting the added EDU's in the area shown on Exhibit E for the parcel areas lying outside the Service Availability Benefit '~ Zone. 3 3. Calculation of Direct Benefit Improvement Assessments. ~~~ if r. fi a. Additional Trunk sewer Manholes The cost of the additional manholes and pipeline stubouts is ~~ assessed to the fronting parcels. If there. are assessable parcels on either side of an additional manhole, its cost has been assessed equally to each fronting parcel. Where only one fronting parcel is ~ assessable, the full cost of~added manholes and stubouts are '~~ ~ assessed to the fronting parcel. b. Tract 5446 Direct Benefit Improvements Assessment The 12-inch diameter pipeline in future Hughes Lane will benefit the entire Ten. TR 5446 area. Therefore, its total cost was preliminarily assessed to Assessments 85 through 87, 164 and 165 in proportion to their total estimated buildout EDU. However, due to the high bid price received by the City for installing 12-,inch diameter pipeline, the owner of Assessments 86, 8?, 164 and 165 has filed a written request with the Engineer of Work to assess the full amount of the net increase in the cost, to install the referenced 12-inch diameter pipeline only to the referenced Assessments. 86, 87, 164, and 165. The owner has further waived additional notice and hearing on any increase in the total amount confirmed to assessment that exceeds the amounts shown on the Notice of Assessment the referenced owner received from the City Clerk. The estimated total ,cost of the 8-inch pipeline stubout that will extend westerly from future Hughes Lane to an easement along future Celentano Court within existing Assessment 87, will only provide sewer service to new subdivision lots to be developed within Assessment 87 as a phase of Ten. TR 5446. Therefore, the total cost of this pipeline is assessed to Assessment 87, pursuant to property owner written request on file with the Engineer of work. The total, unadjusted trunk sewer improvement and acquisition cost assessed to each parcel is the sum of the amounts separately assessed for the three benefit categories, as described above. ~~ `~ 2960FER.EXD D- 8 09/10/92 ;; ASSESSMENT ADJUSTMENTS FOR WILLIAMSON ACT PARCELS The six AD 91-1 parcels identified as Assessments 44, 61, 70, 88, 89, and 90 are under Williamson Act Contract. All six contracts are in non-renewal status. Engineers Report Exhibit F shows the location of each Williamson Act (Ag Preserve) parcel and the date when the. parcels non-renewal status became effective. The total improvement and incidental cost that would be assessed to each of the six Williamson Act parcels, based on parcel buildout to its maximum permitted intensity of use in accordance with the 2010 Plan, has been adjusted. The adjustment of the Williamson Act parcel assessments reduces the total assessment to an amount based on an AE-~20 (one dwelling unit per 20 acres) land use and buildout density. This adjustment is made by first calculating the total parcel assessment based on its 2010 Plan land use buildout density. That assessment amount for each of the Williamson Act parcels is shown in Engineer s Report Exhibit B, Table B-vI, under the column entitled "Parcel Assessment Before Respreading." The listed assessment amount includes each parcel s proportionate share of the Trunk Sewer costs, improvement incidentals, construction contingency, project contingency, and assessment proceeding costs; in effect, all costs prior to adding bond issuance costs. Each parcels assessment subtotal is then reduced to the same subtotal amount that is assessed to a parcel with an EDU total equal to the AE-20 adjusted EDU total for the Williamson Act parcels. The gross reduction in Williamson'Act parcel assessments is also shown in Table B-VI and that gross amount of assessment reduction is respread to all AD 91-1 parcels, including the Williamson Act parcels, but of including the previously described two school district parcels. The amount respread to each parcel is shown on Table B-VI under the column entitled "Respread~of Will. Act Parcels Deferred Assessments." Since each Williamson Act parcel is apportioned a share of the gross amount of respread assessment,. the net amount of assessment reduction is shown in Table B-vi under the column entitled "Net Deferred Assessment for will. Act Parcels." This assessment reduction has been deferred until such time as A. A parcels Williamson Act Contract is cancelled pursuant to statutory proceedings and payment of fees, or B. The non-renewal status contract expires on the tenth anniversary from its effective date. When these parcels are taken out of their Ag Preserve status, they will be subject to the payment of their apportioned share of the original assessment, based on their then current. land use and development potential. The deferred amount would also include an apportioned share of the original AD 91-1 bond issuance costs. ASSESSMENT ADJUSTMENT FOR PARCELS CLASSIFIED AS "SUBSTANTIALLY DEVELOPED" An on-site inspection has been made to identify AD 91-1 parcels with existing development and to note the number of dwelling units on the site or the type of existing land use if not residential. Numerous parcels were identified that have an existing use that has a lower development density or intensity than may be possible under the parcels 2010 Plan land use. Seventeen of those were found to be either smaller than one acre or are fully occupied by their current use and no additional development could occur without first removing the existing use from the site. The affected parcels are listed by Assessment Number under Note 2 at the beginning of the referenced Table B-VI. 2960FER.EXD D - 9 09/10/92 For the purpose of this Assessment spread Method, those seventeen parcels have been classified as "Substantially Developed Parcels." A share of their total assessments based on the 2010 Plan buildout density or intensity of use has also been respread for deferral, using the same respread calculation procedure as described above for the Williamson Act parcels. The amount deferred represents the difference in the assessment total pursuant ~-'' to 2010 Plan buildout, less the amount that is assessed to them based on their EDU's estimated for their existing site development. As with the Williamson Act parcels, the "Substantially Developed Parcels" would be subject to payment of the full amount of deferred assessment plus bond issuance costs, upon future development of the site to a higher density or intensity of use pursuant to the existing land use. Reimbursement Eligibility for Amount Respread as Deferred Assessments Table B-vI shows the total amount of deferred assessments respread to each parcel in AD 91-1. A positive number indicates a net increase in assessment, while a negative number indicates the parcel has a deferred assessment. Those parcels with increases would be eligible for reimbursement of their respread share from any future payments made by parcels with deferred assessments. The recommended method for implementing this reimbursement process would be for the City Council to approve a planned sewer area that would overlay the assessment district and provide that the deferred assessment amount be paid when the above-described use changes take place. ASSESSMENT OF IMPROVEMENT AND OTHER INCIDENTAL COSTS, AD 87-3 EXISTING ASSESSMENT PAYOFF, AND ASSESSMENT PROCEEDING INCIDENTAL COSTS 1. Assessment of Improvement Incidental Costs and Expenses The work assessed as improvement incidental costs includes the cost to design the improvements and the costs of construction inspection, staking, soils and materials testing, plan check fees, and project administration. These estimated costs are itemized in Engineer's Report Exhibit B, Table B-II. The improvement incidental costs and expenses are spread to the benefited properties in AD 91-1 in proportion to the share of the total project improvement construction and acquisition cost assessed to each parcel. Engineer's Report Exhibit C, Engineer's summary of Individual Assessments, presents an itemized listing of the incidental cost share assessed to each parcel. 2. Assessment of Costs to Payoff Existing AD 87-3 Assessments As described in section I of this Engineer's Report, AD 91-1 Assessments. 20 through 24 each have an existing AD 87-3 assessment lien. The amount of remaining principal balance for each AD 87-3 existing assessment plus the charges and credits associated with the payoff and release of those existing assessment liens are itemized in Engineer's Report Exhibit B, Table B-V. The amounts listed in Table B-v are assessed to the AD 91-1 parcel identified at the top of each column of data in Table B-v by the parcel's assigned AD 91-1 Assessment Number. 3. Assessment of other Incidental Costs and Project Contingency Costs classified as other incidental costs include the cost to add the Tract 5389 Phase 1 lots and Parcel Map Waiver 3-92 parcels to the AD 91-1 assessment as additional assessment engineering work. These costs are the same costs that would have been charged as a fee for apportionment of an existing assessment lien to a new subdivision. The separate costs for each referenced subdivision map are apportioned in proportion to the lots or parcel EDU's within each referenced record map. 2960FER.EXD D - 1 0 09/10/92 i ~r ~~ The cost shown on `Exhibit B, Table B-I as the Project Contingency is spread to all benefited parcels, except the school district parcels, in proportion to the total improvement construction and acquisition cost ~ apportioned to each parcel. 4. Assessment of Assessment Proceeding Costs All assessed costs and deferred assessment respread amounts for each parcel were subtotaled .and equal the amount shown on Table B-I Line 11 as the "Subtotal Cost to Assessment." The Assessment Proceeding Incidental Cost and Expenses are spread to each parcel in proportion to the above referenced subtotal amount assessed. 5. Assessment of Bond Issuance Costs The estimated total bond issuance cost for AD 91-1, as shown on line 14.D of Table B-I in Exhibit B is assessed in proportion to the combined total amount assessed to each parcel for all improvement, incidental and other costs assessed as described above. NON-BENEFITED AND NON-ASSESSED PARCELS Assessments 25, 162 and-163 are, respectively, canal rights-of -way and a storm drainage sump, all owned by public agencies. These parcels are not benefited. by or assessed a share of the AD 91-1 Improvement costs. Assessments. 76 through 79 front on the south right-of -way for Hocking Avenue and were originally planned for obtaining sewer service from the Hocking Trunk sewer. However, Tentative Tract 5600 approved in June 1992 will subdivide the southerly portion of those four ,adjacent parcels into R-1 lots. Those Tentative Tract~5600 lots and the remainder portions that front on Hocking Avenue have been approved by City Public Works staff for obtaining sewer service through the Tract 5600 planned collection system and-they will not use the Hocking Trunk sewer improvements. Therefore, these parcels are no longer benefited by the AD 91-1 improvements and, accordingly, are not assessed a share of the system costs. 2960FER.EXD D - 1 1 09/10/92 a ASSESSMENT ENGINEER'S CERTIFICATION OF THE ASSESSMENT SPREAD METHOD This Engineer's- Report has been prepared to present an estimate of the total cost. of the Improvements, Acquisitions and Incidental Costs proposed to be funded pursuant to this assessment proceeding, to make an analysis of the benefits of those improvements and to spread their costs to the AD 91-1 properties in proportion to the estimated benefits that those properties will receive from the improvements. However, this Engineers Report makes no recommendation as to the economic feasibility for the assessment of the estimated cost of the proposed improvements on the benefited properties, nor on the financial feasibility of the issuance of 191.5 Act .Bonds to represent any unpaid amount of the AD 91-1 Assessment. The AD-91-1 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 for bonds issued and secured by AD 91-1 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 91-1 Assessment. In conclusion, it is my opinion that the Estimated Total Cost of the proposed improvements, including all incidental costs, has been spread in direct proportion to the estimated benefits that each separate lot, piece, parcel, or .subdivision of lands within AD 91-1 will receive from the improvements. submitted for preliminary approval on the 31st day of July, 1992; and submitted for final approval and assessment confirmation on the 11th day of September, 1992 by: _ oQ~pffstrgM1,~t Q~ ~~0 J fy~~ ~~ ti ~° ~ ~, 1~.232~g 7D ~,~ cm~ ,~ '~ ~ c~~` 2960FER.EXD ~.-..~~7,w ~. Edward J. Wilson R. C. E. 23269,(Expires 12-31-93) Assessment Engineer, City of Bakersfield Assessment District No. 91-1 D-12 09/10/92 ENGINEER'S REPORT CITY OF BAKERSFIELD ASSESSMENT DISTRICT N0.91-1 (HOSKING TRUNK SEWER) EXHIBIT E SKETCH MAP OF ASSESSMENT SPREAD BENEFIT ZONES V1 W ~„~ Ozi O !"'~ ~N ~ A awl z a~x w A W ~z _~~ ~ F~ z ~' ~ z Wax w~ Y~~ ~x ~ ~ W!~ I- m S X W '- W J ~ -_ N DO VI ~ ~ W ~ ~ i > _> ~ <~ W~ V z m W p0 C N -~ ~ V> ~ ~ Z W Z W Z C}< < 2 V O ~~ W W N ~ NU V I I n tf~ ~ ( ~ ~ I I I O of F~i 1 O~ v t HI~ h ~J N y~ W y~ ~ ~ n ~ O f ~0 0 h n h c~ J W Z O W ~ J N N 3 !/~ fA W V7 N W JI W~WW~ of U<UU< N < « < ~np~0a pihC~mh U I np~Dn+ < ~ a oona.- tllll U ~~~ «C~GW FZ- ~~ <~<~~ J r ..J i ;, ~~ ..J E - 1