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HomeMy WebLinkAbout07 - Assessment District 74 (Island & West Bay Avenues)May 22, 2001
CITY COUNCIL AGENDA
ITEM NO. 7
TO: Mayor and Members of the City Council
FROM: Public Works Department
SUBJECT: PROPOSED ASSESSMENT DISTRICT NO. 74 (ISLAND AVENUE FROM
EDGEWATER AVENUE TO BAY AVENUE AND WEST BAY AVENUE FROM
ISLAND AVENUE TO 7T" STREET ON THE BALBOA PENINSULA) FOR
UNDERGROUNDING UTILITIES
RECOMMENDATIONS:
1. Consider adoption of the following resolutions for Proposed Assessment District No. 74:
a. RESOLUTION No. 2001- _ MAKING FINDINGS ON A PETITION FOR, ADOPTING
A MAP SHOWING THE PROPOSED BOUNDARIES OF, AND MAKING
APPOINTMENTS FOR ASSESSMENT DISTRICT NO. 74.
RESOLUTION No. 2001- DECLARING INTENTION TO ORDER THE
CONSTRUCTION OF CERTAIN IMPROVEMENTS IN PROPOSED ASSESSMENT
DISTRICT NO. 74, DECLARING THE IMPROVEMENTS TO BE OF SPECIAL
BENEFIT, DESCRIBING THE DISTRICT TO BE ASSESSED TO PAY THE COSTS
AND EXPENSES THEREOF, AND PROVIDING FOR THE ISSUANCE OF BONDS.
c. RESOLUTION No. 2001- GIVING PRELIMINARY APPROVAL TO THE
REPORT OF THE ASSESSMENT ENGINEER, SETTING THE TIME AND PLACE FOR
A PUBLIC HEARING as JULY 10, 2001, AND ORDERING THE INTENTION OF
ASSESSMENT BALLOT PROCEDURE FOR ASSESSMENT DISTICT NO. 74.
2. Approve the Special Counsel agreement with Robert Hessell
HISTORY:
Owners of property located in Proposed Assessment District No. 74 submitted petitions to the
City requesting the formation of a special assessment district to underground overhead utilities.
In response to petitions submitted by owners representing approximately 64 percent of the
assessable property area within Proposed Assessment District No. 74, the City Council
appropriated $40,000.00 on April 28, 1997, to facilitate the undergrounding of utilities. $13,414.00
was expended to prepare engineering plans and submit guaranteed prices to underground the
utilities. $18,950.00 is being expended by the assessment engineer for preparation of the
engineer's report and processing of the assessment district.
SUBJECT: UNDERGROUNDING UTILITIES IN PROPOSED ASSESSMENT DISTRICT NO. 74
May 22, 2001
Page 2
DISCUSSION:
Proposed Assessment District No. 74 is being formed for the conversion of existing overhead
utilities to underground locations. The property owners within the boundary of the proposed
assessment district will bear the cost of the improvements and all associated proceedings.
The procedure being used to create the assessment district is outlined in the Municipal
Improvement Act of 1913. Bonds under the Improvement Bond Act of 1915, with a term of 15
years, will be issued to finance assessments that are not paid in cash within 30 days after
confirmation of the assessment.
The total assessment for Proposed Assessment District No. 74 is estimated as follows:
ITEM
ESTIMATED COST
Estimated Cost of Construction:
$400,785.00
Estimated Incidental Costs and Expenses:
59,797.00
Estimated Financing (Bond) Costs:
38,599.38
Federal Income Tax Component of Contribution (ITCC)
47.489.41
Estimated Total Cost:
$546,670.79
The estimate includes the Federal Income Tax Component of Contribution (ITCC) Tax, which is
a betterment tax. However, bonds will not be sold for the ITCC Tax because it is the belief of
the City that underground utility districts are undertaken at the request of the community for
purposes of community aesthetics and public safety, not for the benefit of particular customers
of the utility in their capacity as customer of the utility. This underground district is not required
as a condition for obtaining any electrical service.
If the Internal Revenue Service (IRS), state, city and /or local government taxing authority
determines that this project is taxable, Southern California Edison requires the City of Newport
Beach to reimburse Edison for the full amount of the tax liability determined by the IRS, state,
city and /or local government authority, plus interest, penalties, fees, and related costs. The City
will sell a second issue of the bonds, if necessary, to pay Edison within 60 days after they notify
the City of Newport Beach. The ITCC tax associated with this district is approximately
$47,489.41, which the City would be liable for, plus penalties if the IRS should determine the
district was not exempt from the tax.
The Assistant City Attorney reviewed Edison's request to have the preceding statement
included in the assessment district report and felt it was unlikely the City would incur any tax
liability.
In addition to his or her assessment, each property owner will be responsible for converting his
or her service connection to receive underground service.
The Bond Reserve will be 5 percent for the subject district.
Property owners who pay assessments in cash will receive a discount, which represents the
cost of issuing and servicing bonds.
2001
The following is a tentative schedule for Proposed Assessment District No. 74:
• Resolution of Intention May 22,
SUBJECT: UNDERGROUNDING UTILITIES IN PROPOSED ASSESSMENT DISTRICT NO. 74
May 22, 2001
Page 3
• Property Owner Information Meeting
June 20, 2001
• Public Hearing
July 10, 2001
• Public Utilities Commence Work
October 1, 2001
• City Notifies Property Owners to Install Service
February 2002
Connections
• Property Owners Complete Conversions
May 2002
• Public Utilities Begin to Remove Overhead
June 2002
Structures
• Public Utilities Finish Removing Poles and
July 2002
Overhead Structures
The Assessment Engineer determined there are 74 parcels assessed on a modified front
footage basis to take into consideration single family, multi - family, mixed -use and parking
garage uses. In no case shall an assessment on a parcel be less than the equivalent cost for
the number of service drops as defined in the Engineer's Report. The estimated assessment
without the ITCC tax component ranges from $2,380.84 to $15,305.41, with the average
assessment being $5,101.80. The estimated assessment with the ITCC tax component ranges
from $2,650.88 to $17,041.34, with the average assessment being $5,680.45.
Plans and specifications were prepared by the public utilities companies. Attached is a sketch
showing the boundary of the proposed district and the utilities to be undergrounded.
A Special Counsel Agreement is necessary in order to retain Special Counsel to provide legal
services in connection with processing of the assessment proceedings and bond issuance. The
Special Counsel Agreement will retain Robert Hessell to provide these legal services. The fee
is approximately, $10,000.00, in accordance with the terms of the agreement. This fee will be
paid through the assessment district.
Res ully r ,sub tt d
D lU�� ,
Public Works Director
By:
Richard char offstadt, P.E.
Development Engineer
Attachments:
1. Exhibit Showing District Boundaries
2. Resolution Making Findings On Petition Adopting Proposed Boundary Map And Making Appointments
3, Resolution Of Intention
4, Resolution Passing On Report Of Assessment Engineer, Setting Public Hearing And Ordering
Initiation Of Assessment Ballot Procedures
5, Engineer's Report
6, Special Counsel Agreement
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RESOLUTION NO. 2001-
RESOLUTION MAKING FINDINGS ON A PETITION FOR,
ADOPTING A MAP SHOWING THE PROPOSED
BOUNDARIES OF, AND MAKING APPOINTMENTS FOR
ASSESSMENT DISTRICT NO. 74
WHEREAS, this legislative body has been presented by certain property owners
an executed petition (the 'Petition ") requesting the formation of a special assessment
district to be designated as ASSESSMENT DISTRICT NO. 74 (the "Assessment
District') to provide for the conversion of certain overhead electrical and communication
facilities to underground locations as described in the Petition, together with
appurtenances and appurtenant work in connection therewith, pursuant to the terms
and provisions of the "Municipal Improvement Act of 1913 ", being Division 12 of the
Streets and Highways Code of the State of California (the "Act');
WHEREAS, the Development Engineer of the City of Newport Beach has
certified to this legislative body as follows:
a. the Petition has been signed by owners owning more than sixty
percent (60 %) in area of all assessable property within the boundaries of the
proposed Assessment District, and
b. the Petition is signed by not less than five (5) owners owning lands
constituting more than one -half (1/2) in area of all assessable property within the
boundaries of the proposed Assessment District;
WHEREAS, this legislative body has been presented and has received a map
(the "Map ") showing and describing the boundary of the area proposed to be assessed
in the Assessment District;
NOW, THEREFORE, BE IT Determined, Resolved, and Ordered as follows:
SECTION 1. The above recitals are all true and correct.
SECTION 2. The Petition shall be retained as a permanent record and remain
open to public inspection.
SECTION 3. The Map is hereby approved and adopted. The original map of the
boundaries of the proposed Assessment District and one copy thereof is to be filed in
the Office of the City Clerk.
SECTION 4. A certificate shall be endorsed on the original Map and on at least
one copy of the Map evidencing the date and adoption of this Resolution, and within
fifteen (15) days after the adoption of the Resolution fixing the time and place of hearing
F: 1Users\PBWtDHoffstadt\ADWD74WD74 Resolution- Petibon.doc
on the formation or extent of the Assessment District, a copy of the Map shall be filed
with the correct and proper endorsements thereon with the County Recorder, all in the
manner and form provided in Section 3111 of the Streets and Highways Code of the
State of California.
SECTION 5. The Development Engineer of the City of Newport Beach is hereby
appointed to perform all of the duties and functions of the Superintendent of Streets for
the Assessment District as said duties are specified and designated in the Act. The
place for recordation of the assessment roll and diagram shall be in the office of the
appointed Superintendent of Streets, and said assessment roll and diagram, upon
recordation, shall be kept as a permanent record.
SECTION 6. The Daily Pilot is hereby designated as the newspaper for all
publications as required by law and as necessary for the Assessment District
proceedings.
SECTION 7. The firm of GFB- Friedrich & Assoc., Inc., is hereby appointed the
Assessment Engineer for the Assessment District proceedings.
SECTION 8. Robert E. Hessell, attorney at law, is hereby appointed to act as
Bond Counsel for the Assessment District.
SECTION 9. This legislative body hereby authorizes the establishment of a
special improvement fund for the Assessment District and into the improvement fund
shall be placed all proceeds from the sale of Assessment District bonds and cash
collections. In order to expedite the improvements to be made under the Assessment
District proceedings and as authorized by law, funds from any available source may be
transferred into the special improvement fund. Any funds transferred into the special
improvement fund (other than proceeds from the sale of Assessment District bonds and
cash collections) shall be deemed a loan to the fund and shall be repaid out of the
proceeds of the sale of Assessment District bonds as authorized by Section 10210 of
the Streets and Highways Code of the State of California.
PASSED, APPROVED AND ADOPTED at a regular meeting of the City Council
of the City of Newport Beach, held on the 22nd day of May, 2001, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
Mayo
ATTEST:
City Clerk
F:1Users\PBW\DHoffstadMDWD74WD74 Resolution- Petition.doc
r
RESOLUTION NO. 2001-
RESOLUTION GIVING PRELIMINARY APPROVAL TO THE
REPORT OF THE ASSESSMENT ENGINEER, SETTING A
TIME AND PLACE FOR A PUBLIC HEARING AND
ORDERING THE INITIATION OF ASSESSMENT BALLOT
PROCEDURES FOR ASSESSMENT DISTRICT NO. 74
WHEREAS, this legislative body has instituted proceedings for the formation of a
special assessment district designated as Assessment District No. 74 (hereinafter
referred to as the "Assessment District') to provide for the conversion of certain
overhead electrical and communication facilities to underground locations, together with
appurtenances and appurtenant work in connection therewith, pursuant to the terms
and provisions of the "Municipal Improvement Act of 1913 ", being Division 12 of the
Streets and Highways Code of the State of California (the "Act');
WHEREAS, a resolution of intention (the 'Resolution of Intention ") for the
formation of the Assessment District and the utility conversion was previously adopted
by this legislative body;
WHEREAS, there has been prepared and filed with this legislative body for its
consideration a Report of the Assessment Engineer (the 'Report") as provided for in
and required by the Resolution of Intention, Sections 10203 and 10204 of the Act,
Article XIIID of the Constitution of the State of California ( "Article XIIID "), and the
Proposition 218 Omnibus Implementation Act (commencing with Section 53750 of the
Government Code) (the "Implementation Act') (the Act, Article XIIID, and the
Implementation Act are referred to herein collectively as the "Assessment Law ");
NOW, THEREFORE, It is hereby Determined, Resolved, and Ordered as follows:
SECTION 1. The above recitals are all true and correct.
SECTION 2. The Report is adopted, passed upon, and preliminarily approved, as
follows:
A. The plans and specifications for the improvements proposed to be
constructed, as contained in the Report, are hereby preliminarily approved
and adopted;
B. The Assessment Engineer's estimate of the itemized and total costs and
expenses of the construction of the improvements and of the incidental
expenses in connection therewith contained in the Report, and each of
them are hereby preliminarily approved and adopted;
C. The diagram showing the Assessment District referred to and described in
the Resolution of Intention, and also the boundaries and dimensions of the
respective real property interests within the Assessment District, as the
same existed at the time of the passage of said Resolution of Intention,
each of which have been given a separate number upon the diagram, as
contained in the Report, is hereby preliminarily approved and adopted;
D. The proposed assessment upon the several property interests in the
Assessment District, in proportion to the estimated special benefits to be
received by such property interests, respectively, from the improvements
to be constructed, and of the incidental expenses thereof, as contained in
the Report, are hereby preliminarily approved and adopted;
E. The descriptions of the improvements to be constructed contained in the
Report are hereby preliminarily approved.. .
SECTION 3. The Report shall stand as the Assessment Engineer's Report for the
purpose of all subsequent proceedings had pursuant to the Resolution of Intention.
SECTION 4. NOTICE IS HEREBY given that the City Council of the City Of
Newport Beach will hold a public hearing on the assessment district and the
proposed assessments at its regular meeting place, being the Council Chambers
at 3300 Newport Boulevard, Newport Beach, California, on July 10, 2001 at 7:00
p.m.
Pursuant to the provisions of the Assessment Law, each record owner of
property proposed to be assessed has the right to submit an assessment ballot in favor
of or in opposition to the proposed assessment.
Assessment ballots will be mailed to the record owner of each property interest
located within the assessment district and subject to a proposed assessment. Each
such owner may complete such ballot and thereby indicate their support for or
opposition to the proposed assessment. All such ballots must be received by the City
Clerk at the following address at or before the time set for the close of the public
hearing:
City Clerk
City of Newport Beach
3300 Newport Boulevard
Newport Beach, CA 92658
A postmark prior to such date and time will not be sufficient.
At the conclusion of the public hearing, the City Council shall cause the
assessment ballots timely received to be opened and tabulated. If a majority protest
exists, the City Council shall not impose an assessment within the assessment district.
a
A majority protest exists if, upon the conclusion of the public hearing, assessment
ballots submitted in opposition to the assessments within the assessment district
exceed the ballots submitted in favor of such assessments. In tabulating the ballots, the
ballots shall be weighted according to the proportional financial obligation of the affected
property.
SECTION 5. The City Clerk is hereby directed to mail, in the form and manner
prescribed in the Assessment Law and at least 45 days prior to the date of the public
hearing, notice of the public hearing and the adoption of the Resolution of Intention and
of the filing of the Report, together with the assessment ballot materials, to the record
owners of all real property proposed to be assessed.
SECTION 6. The City Clerk is hereby further directed to file a copy of the proposed
boundary map in the Office of the County Recorder within fifteen (15) days of the
adoption of this resolution; said boundary map to be filed in the manner and form as set
forth in Division 4.5 of the Streets and Highways Code of the State of California.
PASSED, APPROVED AND ADOPTED at a regular meeting of the City Council
of the City of Newport Beach, held on the 22nd day of May, 2001, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
ATTEST:
City Clerk
F:lUsers1PBW\DHoffstadf AD1AD741AD74 Resolution- Ballot.doc
Mayor
RESOLUTION NO.2001-
RESOLUTION DECLARING INTENTION TO ORDER THE
CONSTRUCTION OF CERTAIN IMPROVEMENTS IN
PROPOSED ASSESSMENT DISTRICT NO. 74, DECLARING
THE IMPROVEMENTS TO BE OF SPECIAL BENEFIT,
DESCRIBING THE DISTRICT TO BE ASSESSED TO PAY THE
COSTS AND EXPENSES THEREOF, AND PROVIDING FOR
THE ISSUANCE OF BONDS
WHEREAS, this legislative body has instituted proceedings for the formation of a
special assessment district designated as ASSESSMENT DISTRICT NO. 74
(hereinafter referred to as the "Assessment District') to provide for the conversion of
certain overhead electrical and communication facilities to underground locations,
together with appurtenances and appurtenant work in connection therewith, pursuant to
the terms and provisions of the "Municipal Improvement Act of 1913 ", being Division 12
of the Streets and Highways Code of the State of California (the "Act');
WHEREAS, the conversion of the overhead electrical and communication
facilities to underground locations, together with appurtenances and appurtenant work
in connection therewith, is to be done to further public safety and to improve aesthetics
within the area of the Assessment District;
WHEREAS, the assessment proceedings for the Assessment District were
initiated by owners of the real property;
NOW THEREFORE, Be it Determined, Resolved, and Ordered by the City
Council of the City of Newport Beach (the "City ") as follows:
DECLARATION OF INTENTION
SECTION 1. The public interest and convenience require, and it is the intention
of this legislative body to order, pursuant to the Act, the construction of the public
improvements hereinafter described in and for the Assessment District and to assess
the cost thereof against the real property specially benefited thereby.
DESCRIPTION OF IMPROVEMENTS
SECTION 2. The public improvements to be constructed and the manner of the
construction are generally described as follows:
A. The improvements generally consist of the conversion of existing
overhead electrical and communication facilities to underground locations
within the area generally described as Island Avenue from Edgewater
Avenue to West Bay Avenue and West Bay Avenue from Island Avenue to
7th Street, together with appurtenances and appurtenant work thereto, all
to serve and specially benefit the properties within Assessment District
No. 74.
B. All rights -of -way and easements required for the improvements shall be
shown upon the plans to be made a part of the Assessment Engineer's
Report and to be filed with these proceedings.
C. All of the improvements to be constructed are to be installed at the places
and in the particular locations, and to the sizes, dimensions and materials,
and to the lines, grades and elevations, as shown and delineated upon the
plans, profiles and specifications all to be made a part of the Assessment
Engineer's Report.
D. The description of the improvements contained in this Resolution is
general in nature, and the plans and profiles of the work as contained in
the Assessment Engineer's Report shall be controlling as to the correct
and detailed description thereof.
DESCRIPTION OF ASSESSMENT DISTRICT
SECTION 2. The improvements are of special benefit to the real property within
the Assessment District, and this legislative body hereby makes the expenses of the
construction of such improvements chargeable upon the Assessment District, which is
described as follows:
All real property and other territory in the proposed Assessment District
included within the exterior boundary lines shown on the map exhibiting
the property specially benefited and proposed to be assessed to pay the
costs and expenses of the construction of the work and improvements
described above, which map is entitled 'Proposed Boundaries
Assessment District No. 74" and was previously approved by this
legislative body and is on file with the transcript of these proceedings. For
all particulars as to the boundaries of the Assessment District, reference is
hereby made to the boundary map.
REPORT OF THE ASSESSMENT ENGINEER
SECTION 3. The proposed improvements are hereby referred to GFB- Friedrich
& Assoc., Inc. (the "Assessment Engineer"), who is hereby directed to make and file a
report as required by the Improvement Act, Article MID of the Constitution of the State
of California, and the Omnibus Proposition 218 Implementation Act (Government Code
Section 53750), such report shall be in writing and contain the following:
A. Plans and specifications of the improvements proposed to be constructed:
B. An estimate of the cost of the construction of the improvements proposed
to be constructed, including the cost of the incidental expenses, in
connection therewith;
C. A diagram showing the Assessment District, which shall also show the
boundaries and dimensions of the respective real property and other
territory within such Assessment District, as the same existed at the time
of the passage of this Resolution of Intention, each of which subdivisions
shall be given a separate number upon such diagram;
D. The proposed assessment of the assessable costs and expenses of the
construction of the proposed improvements upon the real property in the
Assessment District in proportion to the estimated special benefits to be
received by the real property, respectively, from such improvements.
Such assessment shall refer to such real property upon such diagram by
the respective numbers thereof;
E. The description of the improvements proposed to be constructed under
these proceedings.
When any portion or percentage of the assessable costs and expenses of the
construction of the improvements is to be paid from sources other than assessments,
the amount of such portion or percentage shall first be deducted from the total
estimated costs and expenses of such construction, and such assessment shall include
only the remainder of the estimated costs and expenses. The assessment shall refer to
the subdivisions by their respective numbers as assigned pursuant to subparagraph D
above.
BONDS
SECTION 4. Notice is hereby given that bonds to represent the unpaid
assessments, and bear interest at the rate of not to exceed the current legal maximum
rate of 12% per annum, will be issued hereunder in the manner provided in the
Improvement Bond Act of 1915 (Streets and Highways Code Section 8500, et seq.),
which bonds shall be issued for a term not to exceed the legal maximum term as
authorized by law, namely, 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
Act, providing an alternative procedure for the advance payment of assessments and
the calling of bonds shall apply.
The principal amount of the bonds maturing each year shall be other than an
amount equal to an even annual proportion of the aggregate principal of the bonds, and
the amount of principal maturing in each year, plus the amount of interest payable in
that year, will be generally an aggregate amount that is equal each year, except for the
first year's adjustment.
Pursuant to the provisions of the Improvement Act and specifically Streets and
Highways Code Section 10603, the Treasurer is hereby designated as the officer to
collect and receive the assessments during the cash collection period.
CONSTRUCTION
SECTION 5. Except as may otherwise be provided for in the issuance of the
bonds described above, all of the improvements shall be constructed pursuant to the
provisions of the Act.
SURPLUS FUNDS
SECTION 6. If any excess shall be realized from the assessment, it shall be
used, in such amounts as the legislative body may determine, in accordance with the
provisions of law for one or more of the following purposes:
A. Transfer to the general fund; provided that the amount of any such
transfer shall not exceed the lesser of One Thousand Dollars ($1,000,00)
or five percent (5 %) of the total from the Improvement Fund;
B. As a credit upon the assessment and any supplemental assessment;
C. For the maintenance of the improvements; or
D. To call bonds.
IMPROVEMENTFUND
SECTION 7. The legislative body hereby establishes a special improvement fund
identified and designated by the name of this Assessment District, and into such Fund
monies may be transferred at any time to expedite the construction of the authorized
improvements, and any such advancement of funds is a loan and shall be repaid out of
the proceeds of the sale of bonds as authorized by law.
PROCEEDINGS INQUIRIES
SECTION 8. For any and all information relating to these proceedings, including
information relating to protest procedure, your attention is directed to the person
designated below:
Richard Hoffstadt, Development Engineer
City of Newport Beach
P.O. Box 1768
Newport Beach, California 92658
(949) 644 -3324
PUBLIC PROPERTY
SECTION 9. All public property shall be subject to assessment in these
proceedings.
RIGHTS -OF -WAY
SECTION 10. The public interest, convenience and necessity requires that
certain land, rights -of -way or easements be obtained in order to allow the works of
improvement as proposed for this Assessment District to be accomplished. The
Assessment Engineer's Report, upon adoption, shall provide certification that the land,
rights -of -way or easements have been acquired or will be acquired as part of the
construction of the improvements.
NO CITY LIABILITY
SECTION 11. This legislative body hereby declares the City will not
obligate itself to advance available funds from the City treasury to cure any deficiency
which may occur in the bond redemption fund for the Assessment District.
ANNUAL ADMINISTRATIVE ASSESSMENT
SECTION 12. It is hereby declared that this legislative body proposes to
levy an annual assessment pursuant to Section 10204 of the Streets and Highways
Code of the State of California, such annual assessment to pay costs incurred by the
City and not otherwise reimbursed which result from the administration and collection of
assessments and from the administration and registration of assessment bonds and the
related bond funds.
UTILITY IMPROVEMENTS
SECTION 13. Pursuant to Section 10110 of the Streets and Highways
Code of the State of California, it is also the intention of this legislative body with respect
to the improvements to be owned managed or controlled by any other public agency,
regulated public utility, or mutual water company, prior to ordering the construction of
improvements, to enter into an agreement with each public utility company or public
agency, or any combination thereof with respect to the improvements to be owned,
controlled or managed by the utility or agency.
PASSED, APPROVED AND ADOPTED at a regular meeting of the City Council
of the City of Newport Beach, held on the 22nd day of May, 2001, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
Mayor
ATTEST:
City Clerk
F:1Users\PBW\DHoffstadMDWD74WD74 Resolution- Intent.doc
ENGINEER'S REPORT
for
UTILITY UNDERGROUNDING
ASSESSMENT DISTRICT NO. 74
(Island Avenue from Edgewater Avenue to West Bay Avenue
and West Bay Avenue from Island Avenue to 7th Street)
for the
CITY OF NEWPORT BEACH
Preliminary: May 22, 2001
AGENCY: CITY OF NEWPORT BEACH
PROJECT: UTILITY UNDERGROUNDING
ASSESSMENT DISTRICT NO. 74
(Island Avenue from Edgewater Avenue to West Bay Avenue
and West Bay Avenue from Island Avenue to 7th Street)
TO: CITY COUNCIL
ENGINEER'S "REPORT" PURSUANT TO THE PROVISIONS
OF SECTION 10204 OF THE STREETS AND HIGHWAYS CODE
Pursuant to the provisions of the "Municipal Improvement Act of 1913 ", being Division 12 of
the Streets and Highways Code of the State of California, the "Special Assessment
Investigation, Limitation and Majority Protest Act of 1931 ", being Division 4 of said Streets
and Highways Code, and Section 4(b) of Article MIID of the Constitution of the State of
California, and in accordance with the Resolution of Intention, being Resolution No.
adopted by the CITY COUNCIL of the CITY OF NEWPORT BEACH, STATE OF
CALIFORNIA, in connection with the proceedings for ASSESSMENT DISTRICT NO. 74,
(Island Avenue from Edgewater Avenue to West Bay Avenue and West Bay Avenue from Island
Avenue to 7th Street) (hereinafter referred to as the "Assessment District "), I, JOHN A.
FRIEDRICH, authorized representative of GFB- FRIEDRICH & ASSOC., INC., the duly
appointed ASSESSMENT ENGINEER, submit herewith the 'Report" for the Assessment
District, consisting of five (5) parts as follows:
PART
Plans and specifications for the proposed improvements. Said plans and specifications are
hereby incorporated into and by this reference made a part of this Report.
PART II
An estimate of the cost of the proposed works of improvement, including incidental costs and
expenses in connection therewith.
This Part shall consist of the following information:
A. A proposed assessment of the total amount of the costs and expenses of the proposed
improvements upon the several subdivisions of land within the Assessment District, in
proportion to the estimated benefits to be received by such subdivisions from said
improvements.
B. The total amount, as near as may be determined, of the total principal sum of all unpaid
special assessments and special assessments required or proposed to be levied under any
completed or pending assessment proceedings, other than that contemplated for the
Assessment District.
C. The total true value, as near as may be determined, of the parcels of land and
improvements which are proposed to be assessed.
D. Exhibit I indicates the total of the proposed assessment combined with any previously
unpaid assessment on any parcel of land in the proposed district.
PART IV
A diagram showing the Assessment District, the boundaries and the dimensions of the
subdivisions of land within said Assessment District, as the same existed at the time of the
passage of the Resolution of Intention.
PART V
This Part consists of the following information:
A. Description of the work for the proposed improvements.
B. Right -of -way certificate.
C. Environmental certification.
Dated this 9 -h day of , 200/.
GFB- FRIEDRICH & ASSOC., INC.
R 'Esslov
� p.. FRI f��Fyc
2 A. FRI D Alp.
NO. 27861 VASSESSMENT ENGINEER
EXP. • I -o
2
Preliminary Approval by the CITY COUNCIL of the CITY OF NEWPORT BEACH,
California, on the day of , 20_
CITY CLERK
CITY OF NEWPORT BEACH
STATE OF CALIFORNIA
Final Approval by the CITY COUNCIL of the CITY OF NEWPORT BEACH, California, on
the day of —120—.
CITY CLERK
CITY OF NEWPORT BEACH
STATE OF CALIFORNIA
3
ENGINEER'S "REPORT"
PART
CITY OF NEWPORT BEACH
ASSESSMENT DISTRICT NO. 74
(Island Avenue from Edgewater Avenue to West Bay Avenue
and West Bay Avenue from Island Avenue to 7th Street)
PLANS AND SPECIFICATIONS
The plans and specifications which describe the general nature, location, and extent of the
improvements for this Assessment District are filed in the office of the City Clerk and in the
off of the Public Works Department; and are hereby incorporated into this "Report" by
reference as if attached.
a
ENGINEER'S "REPORT"
PART II
CITY OF NEWPORT BEACH
ASSESSMENT DISTRICT NO. 74
(Island Avenue from Edgewater, Avenue to West Bay Avenue
and West Bay Avenue from Island Avenue to 7th Street)
COST ESTIMATE
Preliminary Estimate
Costs without with Confirmed
SCE ITCC Tax I SCE ITCC Tax Assessment
A. CONSTRUCTION COSTS
1. Southern California Edison
SCE Relocation Cost Invoice
$134,675.00
$134,675.00
SCE ITCC Tax *
$47,489.41
Subtotal, Southern California Edison Costs:
Without SCE ITCC Tax
$134,675.00
With SCE ITCC Tax
$182,164.41
2. Pacific Bell
Contractor Final Cost Estimate
$229,675.00
$229,675.00
Subtotal, Pacific Bell Costs
$229,675.00
$229.675.00
Subtotal, Construction
$364,350.00
$411,839.41
Construction Contingencies
36.435.00
41.183.94
TOTAL CONSTRUCTION COSTS
$400,785.00
$453,023.35
B. INCIDENTAL COSTS
1. Design Engineering (SCE)
$5,000.00
$5,000.00
2. Design Engineering (Pac Bell)
8,414.00
8,414.00
3. Assessment Engineering
18,950.00
18,950.00
4. Construction Inspection
1,000.00
1,000.00
5. City Administration
7,287.00
7,287.00
6. Printing, Advertising, Notices
146.00
146.00
7 Filing Fees
500.00
500.00
8 Bond Counsel
10,000.00
10,000.00
9 Paying Agent
2,500.00
2,500.00
10 Contingencies
6.000.00
6.000.00
Subtotal, Incidentals
$59,797.00
$59,797.00
Subtotal, Construction & Incidentals
$460,582.00
$512,820.35
Lj
Continued -Next Page)
ENGINEER'S "REPORT"
PART II
CITY OF NEWPORT BEACH
ASSESSMENT DISTRICT NO. 74
(Island Avenue from Edgewater Avenue to West Bay Avenue
and West Bay Avenue from Island Avemte to 7th Street)
COST ESTIMATE
Prelimina Estimate
Costs without with Confirmed
SCE ITCC Tax SCE ITCC Tax Assessment
Subtotal Forward, Construction & Incidentals
$460,582.00
$512,820.35
C. FINANCING COSTS
1. Bond Discount (2 %)
$9,904.99
$11,028.39
2. Bond Reserve (5 %)
24,762.47
27,570.99
3. Capitalized Interest (0 %)
0.00
0.00
Subtotal, Financing Costs
$34,667.46
$38,599.38
TOTAL DISTRICT COSTS
$495,249.46
$551,419.73
D. CASH CONTRIBUTION
0.00
0.00
E. BALANCE TO ASSESSMENT
$495,249.46
$551,419.73
* ITCC = Income Tax Component of Contribution.
[Section 18(b) of IRS Code]
ENGINEER'S "REPORT"
PART III
CITY OF NEWPORT BEACH
ASSESSMENT DISTRICT NO. 74
(Island Avenue from Edgewater Avenue to West Bay Avenue
and West Bay Avenue from Island Avenue to 7th Street)
ASSESSMENT ROLL
WHEREAS, on 120 _, the CITY COUNCIL of the CITY OF NEWPORT
BEACH, CALIFORNIA, did, pursuant to the provisions of the "Municipal Improvement Act
of 1913 ", being Division 12 of the Streets and Highways Code of the State of California, and
as amended, the "Special Assessment Investigation, Limitation and Majority Protest Act of `
1931 ", being Division 4 of said Streets and Highways Code, and Article X111D of the
Constitution of the State of California, adopt its Resolution of Intention No. , for the
construction of certain public improvements, together with appurtenances and appurtenant
work in connection therewith, in a special assessment district known and designated as
ASSESSMENT DISTRICT NO. 74 (Island Avenue from Edgewater Avenue to West Bay
Avenue and West Bay Avenue from Island Avenue to 7th Street) (hereinafter referred to as the
"Assessment District "); and,
WHEREAS, said Resolution of Intention, as required by law, did direct the appointed Director
of Public Works to make and file a "Report ", consisting of the following:
a. Plans;
b. Specifications;
c. Cost estimate;
d. Assessment Diagram showing the Assessment District and the subdivisions of land
contained therein: and
e. A proposed assessment of the costs and expenses of the works of improvement levied
upon the parcels and lots of land within the boundaries of the Assessment District.
For particulars, reference is made to the Resolution of Intention as previously adopted.
7
NOW, THEREFORE„ I, JOHN A. FRIEDRICH, the duly appointed Assessment Engineer,
pursuant to the "Municipal Improvement Act of 1913" and Article XIIID of the Constitution of
the State of California, do hereby submit the following:
1. I, pursuant to the provisions of law and the Resolution of Intention, have assessed the
costs and expenses of the works of improvement to be performed in the Assessment
District upon the parcels of land in the Assessment District benefited thereby in direct
proportion and relation to the estimated benefits to be received by each of said
parcels. For particulars to the identification of said parcels, reference is made to the
Assessment Diagram, a copy of which is attached hereto.
2. As required by law, a Diagram is hereto attached, showing the Assessment District,
as well as the boundaries and dimensions of the respective parcels and subdivisions of
land within said District as the same existed at the time of the passage of said
Resolution of Intention, each of which subdivisions of land or parcels or lots,
respectively, have been given a separate number upon said Diagram and in said
Assessment Roll.
3. The subdivisions and parcels of land with numbers therein as shown on the respective
Assessment Diagram as attached hereto correspond with the numbers appearing on
the Assessment Roll as contained herein.
4. NOTICE IS HEREBY GIVEN that bonds will be issued in accordance with Division
10 of the Streets and Highways Code of the State of California (the "Improvement
Bond Act of 1915 "), to represent all unpaid assessments, and the last installment of
said bonds shall mature a maximum of FOURTEEN (14) YEARS from the 2nd of
September next succeeding twelve (12) months from their date. Said bonds shall bear
interest at a rate not to exceed the current legal maximum rate of 12% per annum.
5. By virtue of the authority contained in said "Municipal Improvement Act of 1913"
and the requirements contained in Article XIIID, and by further direction and order of
the City Council, I hereby make the following assessment to cover the costs and
expenses of the works of improvement for the Assessment District based on the costs
and expenses as set forth below:
8
Estimated Cost of Construction:
Estimated Incidental Costs and Expenses:
Estimated Financing (Bond) Costs:
Estimated Total Cost:
Estimated Contribution:
Balance to Assessment:
AS
PRELIMINARILY AS
APPROVED CONFIRMED
$ 453,023.35 $ .00
$ 59,797.00 $ .00
$ 38,599.38 $ .00
$ 551,419.73 $ .00
$ 0.00 $ .00
$ 551,419.73 $ .00
For particulars as to the individual assessments, reference is made to Exhibit II attached
hereto.
6. The Method and Formula of Assessment Spread is as set forth in Exhibit "A ", which
is attached hereto, referenced and so incorporated.
7. An annual assessment, in an amount not to exceed five percent (5%) of the annual
assessments collected to service the bonded debt, shall be assessed pro rata upon each
of the parcels of land upon which there is an unpaid assessment in the Assessment
District to pay costs incurred by the City, and not otherwise reimbursed, which result
from the administration and collection of any bonds issued or funds administered
under the proceedings, as provided in Section 10204(f) of the Act; such costs shall be
in addition to any costs collected pursuant to Sections 8682 and 8682.1 of the Bond
Law (as defined in Section 4 hereof).
DATED: V 9 20-aL.
GFB- FRIEDRICH & ASSOC., INC.
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IT
ENGINEER'S "REPORT"
EXHIBIT "A"
CITY OF NEWPORT BEACH
ASSESSMENT DISTRICT NO. 74
(Island Avenue from Edgewater Avenue to West Bay Avenue
and West Bay Avenue from Island Avenue to 7th Street)
METHOD AND FORMULA OF ASSESSMENT SPREAD
Article XIIID requires and the statutes provide that assessments, as levied pursuant to the
provisions of the "Municipal Improvement Act of 1913 ", must be based on the benefit that the
properties receive from the works of improvement. It is further necessary that the property
owners receive a special and direct benefit distinguished from that of the general public. The
statute does not specify the method or formula that should be used in any special assessment
district proceedings, and that responsibility rests with the Assessment Engineer, who is
appointed for the purpose of making the analysis of the facts and determining the correct
apportionment of the assessment obligation. For these proceedings, GFB- Friedrich & Assoc.,
Inc. has been appointed to perform the functions of Assessment Engineer.
The special benefits that inure to the property owners within the boundary of Assessment
District No. 74 are twofold; first, the undergrounding of existing overhead electrical and
telephone lines and the removal of supporting poles, which thereby improve aesthetics and
access within the assessment district; and second, the construction of a new and improved
underground electrical and telephone system, and the necessary appurtenant work to provide
complete, functional, safe and secure improvements for all parcels and lots within the
boundary of the Assessment District. There are a variety of land uses within the District
boundary. Because many of the parcels receiving special benefit from the proposed
improvements contain residences with similar lot widths fronting on their streets, a "modified
front footage" method of apportioning assessments is being used for this Assessment District.
If a lot or parcel has a structure with more than one story, the formula is adjusted to reflect the
benefit received by type of use on said lot or parcel with multilple residential units or
commercial uses. The modified front footage method of spreading assessments generally
reflects the size of the lot or parcel, which in turn reflects the level of use of the facilities, and
therefore the special benefit that they receive. The modified front footage method also is a
measure of the amount of utility trench crossing in front of said lot or parcel. It is reasonable
to spread assessments using a modified front footage formula where each parcel or lot is
assessed relative to a "standard" residence (30 feet of frontage) within the Assessment District
that receives a full measure of benefit. The construction cost and proportionate share of the
incidental costs for bid items will, therefore, be spread on a modified front footage basis to
those areas or subareas of the Assessment District that benefit from the works of improvement.
Because the benefit from the improvements is specific to each parcel, there is no general
benefit component that is received by parcels outside of the Assessment District boundary or
10
by the general public. The special benefit received from the above -cited works of
improvement is estimated to be in direct proportion to the front footage allocated to each parcel
as described below.
The modified front footage formula to be used throughout the Assessment District is given
below. Please refer to the Assessment Diagram for the location of existing overhead facilities.
Land Use
"Standard" Residence /Duplex /Triplex
2 Residential Room Rental /Apartment Units
3 Residential Room Rental /Apartment Units
4 — 7 Residential /Apartment Units -
single story
two story
8 or more Residential /Apartment Units —
single story
two story
three story
Assessment Basis
Front Footage
Front Footage
Front Footage
Front Footage
1 -3/4 x Front Footage
Front Footage
1 -3/4 x Front Footage
2 -3/4 x Front Footage
Parking Garage (for local residents) Front Footage
(longest dimension)
Commercial Uses (Stores, Shops, Offices, Restaurants, etc.):
single story, with or without residences /apartments - Front Footage
two story, commercial space or residences /apartments on the second story —
1 -3/4 x Front Footage
three story, commerical space or residences /apartments on the third story —
2 -1/2 x Front Footage
In no case shall an assessment on a parcel be less than the equivalent standard
assessment times the number of service drops provided to said parcel. Said equivalent
standard assessment is based on the assessment for one service drop, as defined in the
next paragraph, to a "standard" residential parcel with a 30 -foot frontage.
A service drop is defined as an electric service line and a telephone service line
constructed to the property line of a parcel or lot. A single residential service drop is
based on service to a "standard" residence with 30 feet of frontage. A service drop for
a multiple -unit residential /apartment complex or a larger commercial use may require
larger service lines to meet user demands.
A parcel that receives only electric service or only telephone service will be assessed at
one -half of the amount of a parcel receiving both electric and telephone services.
11
A parcel with buried electrical and /or telephone transmission lines on two or more of it's
sides shall only be assessed for one side frontage; said side frontage shall be the same side
that is used to assess other nearby parcels with similar land uses. Said side is generally the
side of the parcel represented by it's address. The rationale for this is that the buried
transmission lines on the non - assessed side(s) of a parcel are necessary to make the entire
underground utility system functional, and therefore constitutes a measure of special benefit
for each of the parcels within the assessment district boundary. The costs for the
installation of said non - assessed transmission lines are therefore shared by each property
owner proportionately.
In anticipation that a lot or parcel that receives no assessment or a partial assessment in this
Assessment District has a residence or commercial building constructed on it in the future
that requires full electric and telephone service, the City in conjunction with the utility
companies, will charge sufficient fees and construction costs to the property owner(s) of
such a lot or parcel to effect equity with the other lots or parcels that received assessments
for similar facilities in this Assessment District. Some or all of said fees and construction
costs may be used to pay down the assessments on the other parcels within the Assessment
District on a pro -rata basis.
Some of the lots and parcels, identified by their Assessment Numbers, within the boundary of
the proposed assessment district require special consideration, as follows:
Assessment
No. Land Use
Description
048 - 022 -01 Single - family This parcel was previously assessed for, and
Residential received, underground electric and telephone
service drops in Assessment District No. 66 in
1992. However, at that time this parcel received a
reduced assessment for 56 feet (80% of it's 70 -foot
frontage) because a pole remained in front of the
parcel after the construction. This pole will be
removed as part of the construction within this
Assessment District, and the remaining 14 feet of
frontage will be assessed to this parcel in this
Assessment District.
048 - 031 -02 Single - family This parcel is triangular in shape with 4,385 s.f. of
Residential area. To determine a foot footage that is
comparable with rectangular lots nearby, it's area
(4,385 s.f.) is divided by the area of a parcel with
30 feet of frontage (2,100 s.f.) to get 62.6 feet of
frontage to be assessed to this parcel.
048 - 032 -01 Single - family This parcel is triangular in shape with 2,940 s.f. of
Residential area. To determine a foot footage that is
comparable with rectangular lots nearby, it's area
12
Assessment
No. Land Use Description
(2,940 s.f.) is divided by the area of a parcel with
30 feet of frontage (2,100 s.f.) to get 42.0 feet of
frontage to be assessed to this parcel.
048 - 052 -15 Duplex This parcel is triangular in shape with 2,700 s.f. of
area. To determine a foot footage that is
comparable with rectangular lots nearby, it's area
(2,700 s.f.) is divided by the area of a parcel with
30 feet of frontage (2,100 s.f.) to get 38.6 feet of
frontage to be assessed to this parcel.
048- 052 -23 Parking Lot This lot has neither electric nor telepone service
drops to it planned in this assessment district.
Therefore,there is no front footage assessment for
this lot.
048 - 052 -25 Small Garage This lot has an electric service drop only.
Therefore only one -half of the 30 foot frontage,
or 15 feet will be assessed.
048 - 071 -04 Parking Garage This parcel has an electric service drop only.
Therefore only one -half of the 150 foot frontage,
or 75 feet will be assessed.
During the time that this Engineer's Report was being written, a variety of other assessment
formulae were considered.
Assessment units (AU) or Equivalent Dwelling Units (EDU) were considered as a method
of spreading assessments. This is often a viable method of spreading assessments but was
rejected because of the difficulty in assigning AU's or EDU's to the variety of land uses
found on the lots and parcels within the proposed assessment district boundary.
Acreage was rejected as a method of spreading assessments because of the variety of
parcel sizes. The use of an acreage formula would not reflect the benefit derived from
the proposed improvements.
In conclusion, it is my opinion that the assessments for the above - referenced Assessment
District have been spread in direct accordance with the special benefits that each parcel
receives from the works of improvement. It is my further opinion that:
a. The proportionate special benefit derived by each identified parcel has been determined in
relationship to the entirety of the cost of the construction of the works of improvement.
13
b. No assessment has been imposed on any parcel which exceeds the reasonable cost of the
proportional special benefit conferred on that parcel.
c. Only special benefits have been assessed.
DATED: 20 QL
GFB- FRIEDRICH & ASSOC., INC.
D A
I, LAVONNE M. HARKLESS, as CITY CLERK of the CITY OF NEWPORT BEACH,
CALIFORNIA, do hereby certify that the foregoing assessment, together with the Diagram
attached thereto, was filed in my office on the day of 120
CITY CLERK
CITY OF NEWPORT BEACH
STATE OF CALIFORNIA
I, LAVONNE M. HARKLESS, as CITY CLERK of the CITY OF NEWPORT BEACH,
CALIFORNIA, do hereby certify that the foregoing assessment, together with the Diagram
attached thereto, was approved and confirmed by the City Council of said City on the
day of 20
CITY CLERK
CITY OF NEWPORT BEACH
STATE OF CALIFORNIA
14
I, DON WEBB, as SUPERINTENDENT OF STREETS of the CITY OF NEWPORT
BEACH, CALIFORNIA, do hereby certify that the foregoing assessment, together with the
Diagram attached thereto, was recorded in my office on the day of
20
SUPERINTENDENT OF STREETS
CITY OF NEWPORT BEACH
STATE OF CALIFORNIA
is
ENGINEER'S "REPORT"
PART IV
CITY OF NEWPORT BEACH
ASSESSMENT DISTRICT NO. 74
(Island Avenue from Edgewater Avenue to West Bay Avenue
and West Bay Avenue from Island Avenue to 7th Street)
DIAGRAM OF ASSESSMENT DISTRICT
Full -sized copies of the Boundary Map and the Assessment Diagram are on file in the Office of
the City Clerk of the City of Newport Beach. Please refer to the following pages for reduced
copies of said maps.
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ENGINEER'S REPORT
PART V(A)
CITY OF NEWPORT BEACH
ASSESSMENT DISTRICT NO. 74
(Island Avenue from Edgewater Avenue to West Bay Avenue
and West Bay Avenue from Island Avenue to 7th Street)
DESCRIPTION OF WORKS OF IMPROVEMENT
The following improvements are proposed to be constructed and installed in Bay Avenue;
Lindo Avenue; Island Avenue; Edgewater Avenue; 6th Street; the alley 100 feet east of, and
parallel to, 7th Street; the alley 100 feet west of, and parallel to, 6th Street; the alleys between
Balboa Boulevard and Bay Avenue; the alley between Lindo Avenue and Buena Vista
Boulevard; the alley approximately 100 feet north of, and roughly parallel to, Bay Avenue; and
the alley 95 feet south of, and parallel to, Edgewater Avenue.
1. Removal of 22 existing.power and telephone poles.
2. Removal of all overhead service drops for both electric and telephone service.
3. Construction of approximately 3,750 linear feet each of mainline underground
power and telephone conduit, with appurtenant vaults, manholes and pullboxes.
4. Construction of required service conduit and appurtenances to private property
lines.
The improvements will be designed and constructed by the Southern California Edison
Company (electric) and Pacific Bell (telephone). The City of Newport Beach will inspect the
work for conformance to applicable City standards and specifications. Once completed, the
underground electric and telephone facilities will become the property and responsibility of
Southern California Edison and Pacific Bell, respectively.
Each owner of property located within the Assessment District will be responsible for
arranging for, and paying for, work on his or her property necessary to connect facilities
constructed by the public utilities in the public streets or easements to the points of connection
on private property. Conversion of individual service connections on private property is not
included in the work done by the Assessment District.
Failure to convert individual service connections on private property may result in a
recommendation to the City Council that the public utility companies be directed to discontinue
service to that property. Overhead facilities cannot be removed until all overhead service has
been discontinued.
The location of the existing facilities to be undergrounded are shown on the Assessment
Diagram in Part IV of this "Report".
17
ENGINEER'S "REPORT"
PART V(B)
CITY OF NEWPORT BEACH
ASSESSMENT DISTRICT NO. 74
(Island Avenue from Edgewater Avenue to West Day Avenue
and West Bay Avenue from Island Avenue to 7th Street)
RIGHT -OF -WAY CERTIFICATE
CITY OF NEWPORT BEACH
COUNTY OF ORANGE
STATE OF CALIFORNIA
The undersigned hereby CERTIFIES UNDER PENALTY OF PERJURY that the following is true and
correct. At all times herein mentioned, the undersigned was, and now is, the duly appointed
SUPERINTENDENT OF STREETS of the CITY OF NEWPORT BEACH, CALIFORNIA.
That there have now been instituted proceedings under the provisions of the "Municipal Improvement
Act of 1913 ", being Division 12 of Streets and Highways Code of the State of California, for the
construction of certain public improvements in a special assessment district known and designated as
ASSESSMENT DISTRICT NO. 74 (Island Avenue from Edgewater Avenue to West Bay Avenue and
West Bay Avenue from Island Avenue to 7th Street) (hereinafter referred to as the "Assessment
District ").
THE UNDERSIGNED STATES AND CERTIFIED AS FOLLOWS:
That all easements, rights -of -way or land necessary for the accomplishment of the works of
improvement for the above - referenced Assessment District have been obtained and are in the
possession of the City.
It is further acknowledged that works of improvement as proposed to be constructed within
said Assessment District must be constructed within public rights -of -way, land or easements as
owned by said City at the time of the construction of the works of improvement.
EXECUTED this / ' day of 20�, at Newport Beach, California.
SUP DENT OF STREETS
CITY OF NEWPORT BEACH
STATE OF CALIFORNIA
18
ENGINEER'S "REPORT"
PART V(C)
CITY OF NEWPORT BEACH
ASSESSMENT DISTRICT NO. 74
(Island Avenue from Edgewater Avenue to West Bay Avenue
and West Bay Avenue from Island Avenue to 7th Street)
CERTIFICATION OF COMPLETION OF ENVIRONMENTAL PROCEEDINGS
CITY OF NEWPORT BEACH
COUNTY OF ORANGE
STATE OF CALIFORNIA
The undersigned, under penalty of perjury, CERTIFIES as follows:
1. The improvements to be constructed under the proceedings in Assessment District No. 74 are
categorically exempt from the provisions of the California Environmental Quality Act (CEQA)
under the provisions of Paragraph 15302, Class 2 (d) of "Guidelines For Implementation of the
California Environmental Quality Act ", as adopted by the Secretary for Resources of the State of
California, June 1992.
2. The undergrounding to be done under Assessment District No. 74 is categorically exempt from the
requirement for the preparation of environmental documents under the California Environmental
Quality Act guidelines because the Secretary for Resources has found that conversion of overhead
electric utility distribution system facilities to underground locations where the surface is restored
to the condition prior to the undergrounding, does not have a significant effect on the environment,
and are declared to be categorically exempt.
3. A Notice of Exemption has been filed in the office of the County Clerk of Orange County,
California. A copy of the Notice of Exemption marked Exhibit "C" is attached to this Report and
is hereby made a part of this Report.
4. All environmental evaluation proceedings necessary for the formation of Assessment District No.
74 have been completed to my satisfaction, and no further environmental proceedings are
necessary.
EXECUTED this M day of 20 12L, at Newport Beach, California.
PATRICIA L. TEMPLE
PLANNING DIRECTOR
CITY OF NEWPORT BEACH
STATE OF CALIFORNIA
19
POSTED
MAR 2 3 2000
Exhibit "C"
CyrrY OF NEWPORT BEA `'H
3300 Newport Boulevard - P.O. Box 1768
Newport Beach, CA 92658-8915
(714) 644 -3311
l T/1r WT l AT TTTTT ff"R Vl1 T
FILED
14AR 2 3 2000
GARYL. utlpLVILLE. Clark.f7amrdar
GARY L. VLLE. Ue[K•1lecomel IN v i t%.r, yr r.Ar.lvir
i ivly By vv / DEPUTY
From: City of Newport Beach
By
To:
1400 Tenth Street, Room 121
El Office of Planning and Research
Planning Department
3300 Newport Boulevard - P.O. Box 1768
Sacramento, CA 95814
Newport Beach, CA 92658 -8915
(Orange County)
County Clerk, County of Orange
F7 Public Services Division
P.O. Box 238
Date received for filing at OPR:
Santa Ana, CA 92702
Name of Project: Assessment District No. 74.
Project Location: Balboa Peninsula, Newport Beach
Specific: Island Ave.- Edgwater to Bay Ave. & Bay Ave.- Island Ave. to 7`h St.
Project Location- City:. Newport Beach Project Location - County: Orange
Project Description: The project consists of an- assessment district to underground overhead utilities.
Exempt Status: (check one)
C3 Ministerial (Sec. 21080(b)(1); 15268);
o Declared Emergency (Sec. 21080(b)(3); 15269(a));
o Emergency Project (Sec. 21080(b)(4); 15269(b)(c);
Cl Categorical Exemption. State type and section number. Class 2: Replacement and reconstruction
Cl Statutory Exemptions. State code number:
Cl General Rule (Sec. 15061 (b)(3))
Reasons why project is exempt. The Secretary for Resources has found that conversion of overhead electrical
Utility distribution system facilities to underground locations where the surface is restored to the condition prior to
undergrounding do not have a significant effect on the environment.
Name of Public Agency Approving Project: City of Newport Beach
Date of Approval:
Name of Person or Agency Carrying Out Project: Newport Beach Public Works Department
Contact Person. Dick Hoffstadt Title. Development Engineer _
Signature: i /: Tel.No. (949) 644 -3324 Date:
Recorded in the County of orange. c;atitornia
GaryuryL Granville. /Recorder
No Fee
IIN IIIIIII�IIIIIIIIIIIIII�IIIII
- ....rnnnen n-4mm al/114A
004 00185193 170 52
000 00 0 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00
Exhibit II CITY OF NEWPORT BEACH
ASSESSMENT DISTRICT No. 74
(Island Avenue from Edgewater Avenue to West Bay Avenue
and West Bay Avenue from Island Avenue to 71h Street)
ASSESSMENT SPREAD
Units Preliminary Assessment
Asmt. Assessor's Property Owner's Name (Front without with Confirmed
No. Parcel No. & Address Footage) SCE ITCC Tax SCE ITCC Tax Assessment
1
048- 022 -24
Shields, June R. TR
30.00
$5,101.81
$5,680.44
3909 Marcus Avenue
Newport Beach, CA 92663
2
048- 022 -23
Shields, June R. TR
30.00
$5,101.81
$5,680.44
3909 Marcus Avenue
Newport Beach, CA 92663
3
048- 022 -22
North, Morgan & Sheryl
30.00
$5,101.81
$5,680.44
617 West Bay Avenue
Newport Beach, CA 92661
4
048- 022 -21
Hampton, Robert III
30.00
$5,101.81
$5,680.44
615 West Bay Avenue
Newport Beach, CA 92661
5
048- 022 -20
Richards, Ruth Faman TR
30.00
$5,101.81
$5,680.44
1428 Oak Street
South Pasadena, CA 91030
6
048- 022 -25
Benjamin, Horace B. & Ann L
30.00
$5,101.81
$5,680.44
611 West Bay Avenue
Newport Beach, CA 92661
7
048- 022 -26
Thompson, Daniel S. Jr.
30.00
$5,101.81
$5,680.44
609 West Bay Avenue
Newport Beach, CA 92661
8
048- 022 -18
Partridge, Robert & Alice
30.00
$5,101.81
$5,680.44
13582 ]emel Way
Irvine, CA 92620
II -1
Exhibit II CITY OF NEWPORT BEACH
ASSESSMENT DISTRICT No. 74
(Island Avenue from Edgewater Avenue to West Bay Avenue
and West Bay Avenue from Island Avenue to 7th Street)
ASSESSME14 SPREAD
Units Preliminary Assessment
Asmt. Assessor's Property Owner's Name (Front without with with Con ned
No. Parcel No. & Address Footage) SCE ITCC Tax SCE 1TCC Tax Assessment
9
048- 022 -17
Ingham, Jeffrey B. & Kirsten C
35.00
$5,952.11
$6,627.19
605 West Bay Avenue
Newport Beach, CA 92661
10
048- 022 -16
Jessup, Andrew T. & Diane D.
35.00
$5,952.11
$6,627.19
599 S. Fern Canyon Drive
Palm Springs, CA 92264
11
048- 071 -11
Going, Jack TR
35.00
$5,952.11
$6,627.19
P.O. Box 4249
El Monte, CA 91734
12
048- 071 -12
Lauder, Lorne & Robbins, Dot
35.00
$5,952.11
$6,627.19
517 East Bay Avenue
Newport Beach, CA 92661
13
048 - 071 -02
Ford, Rachelle
40.00
$6,802.41
$7,573.93
515 West Bay Avenue
Newport Beach, CA 92661
14
048- 071 -03
Lyons, De Verna M. TR
52.50
$8,928.16
$9,940.78
3000 Park Newport, #102
Newport Beach, CA 92660
15
048 -071 -04
Bay Island Club
75.00
$12,754.52
$14,201.11
150 Paularino Avenue, #142
Costa Mesa, CA 92626
16
048 - 051 -19
Fosnight, Verryl V.
157.50
$26,784.49
$29,822.34
6330 East Bixby Hill Road
Long Beach, CA 90815
11 -2
Exhibit 11 CITY OF NEWPORT BEACH
ASSESSMENT DISTRICT No. 74
(Island Avenue from Edgewater Avenue to West Bay Avenue
and West Bay Avenue from Island Avenue to 7th Street)
ASSESSMENT SPREAD
Units
Preliminary Assessment
Asmt.
Assessor's
Property Owner's Name
(Front
Confirmed
without
with
No.
Parcel No.
&Address
Footage)
SCE ITCC Tax
SCE ITCC Tax
Assessment
17
048- 051 -18
Probizanski, Robert & Nancy
30.00
$5,101.81
$5,680.44
100 East Bay Avenue
Newport Beach, CA 92661
18
048- 051 -17
Soldwedel, Fred W. Trustee
30.00
$5,101.81
$5,680.44
Brutxche, Claudette D.
306 Island Avenue
Newport Beach, CA 92661
19
048- 051 -16
Johnston, Sharon A:
30.00
$5,101.81
$5,680.44
308 Island Avenue
Newport Beach, CA 92661
20
048- 051 -15
Mancinelli, Eleanor TR
30.00
$5,101.81
$5,68044
1536 Blue Jay Way
Los Angeles, CA 90069
21
048- 051 -14
Johnstone, Shirley D.
30.00
$5,101.81
$5,680.44
701 Avonglen Terrace
Glendale, CA 91206
22
048- 051 -13
McIntosh, Keith R.
30.00
$5,101.81
$5,680.44
39 N. Michigan Street
Redlands, CA 92373
23
048- 051 -12
Smith, Craig B. & Nancy J.
30.00
$5,101.81
$5,680.44
316 Island Avenue
Newport Beach, CA 92661
24
048- 051 -11
Wells, Howard & Mitzi
30.00
$5,101.81
$5,680.44
318 Island Avenue
Newport Beach, CA 92661
11 -3
Exhibit 11 CITY OF NEWPORT BEACH
ASSESSMENT DISTRICT No. 74
(Island Avenue from Edgewater Avenue to West Bay Avenue
and West Bay Avenue from Island Avenue to 7th Street)
ASSESSMENT SPREAD
Units
Prelimina Assessment
Asmt.
Assessor's
I
Property Owner's Name
(Front
without
with
Confirmed
No.
Parcel No.
& Address
Footage)
SCE ITCC Tax
SCE ITCC Tax
Assessment
25
048- 051 -10
Frazer, David C. TR
30.00
$5,101.81
$5,680.44
1070 East Providencia Avenue
Burbank, CA 91501
26
048 - 051 -09
Frazer, David & Kathleen
30.00
$5,101.81
$5,680.44
1070 East Providencia Avenue
Burbank, CA 91501
27
048 - 051 -08
Martin, David R. TR
30.00
$5,101.81
$5,680.44
1120 West Locust Street
Ontario, CA 91762
28
048- 051 -07
Gardner, Wynona E. TR
30.00
$5,101.81
$5,680.44
7950 Hondo Street
Downey, CA 90242
29
048 - 051 -06
Querio, Maureen J. Trustee
15.00
$2,550.90
$2,840.22
Jenks Family Trust
10375 Wilshire Boulevard, N3
Los Angeles, CA 90024
30
048- 051 -05
Parker, Warren & Anna Truste
0.00
$0.00
$0.00
Parker Living Trust
3960 Alomar Drive
Sherman Oaks, CA 91423
31
048 - 052 -01
Miller, Leonard W. & Mary A
30.00
$5,101.81
$5,680.44
501 West Edgewater Avenue
Newport Beach, CA 92661
32
048- 052 -02
Brown, Anne M.
30.00
$5,101.81
$5,680.44
10790 Wilshire Boulevard, N1
Los Angeles, CA 90024
11 -4
Exhibit II CITY OF NEWPORT BEACH
ASSESSMENT DISTRICT No. 74
(Island Avenue from Edgewater Avenue to West Bay Avenue
and West Bay Avenue from Island Avenue to 7th Street)
ASSESSMENT SPREAD
Units Preliminary Assessment
Asmt. Assessor's Property Owner's Name (Front without with No. Parcel No. & Address Footage) SCE ITCC Tax SCE ITCC Tax [Confirme,
Assessment
33
048 - 052 -34
Maxfield, Allen 111
30.00
$5,101.81
$5,680.44
329 Island Avenue
Newport Beach, CA 92661
34
048- 052 -33
Wilson, Leroy G. & Doris 1.
30.00
$5,101.81
$5,680.44
327 Island Avenue
Newport Beach, CA 92661
35
048- 052 -32
Dill, Jeffrey & Julie A.
30.00
$5,101.81
$5,680.44
Goodrich, Hugh & Beth
1205 Caballero Lane
Redlands, CA 92373
36
048- 052 -31
Smith, Alice G. TR
30.00
$5,101.81
$5,680.44
323 Island Avenue
Newport Beach, 92661
37
048- 052 -30
Wright, William B. Jr. TR
30.00
$5,101.81
$5,680.44
Marys River Ranch
Deeth, NV 89823
38
048- 052 -29
Wright, William B. Jr. & Mary
30.00
$5,101.81
$5,680.44
319 Island Avenue
Newport Beach, 92661
39
048 -052 -28
Garstone, Ruth A. TR
30.00
$5,101.81
$5,680.44
P.O. Box 671
Pasadena, CA 91102
40
048- 052 -27
Garstone, Ruth A. TR
30.00
$5,101.81
$5,680.44
P.O. Box 671
Pasadena, CA 91102
II -5
Exhibit 11 CITY OF NEWPORT BEACH
ASSESSMENT DISTRICT No. 74
(Island Avenue from Edgewater Avenue to West Bay Avenue
and West Bay Avenue from Island Avenue to 7th Street)
ASSESSMENT SPREAD
Units Preliminary Assessment
Asmt. Assessor's Property Owner's Name (Front without with Confirmed
No. Parcel No. & Address Footage) SCE ITCC Tax SCE TT((' Tax Assessment
41
048 -052 -37
Houdeshel, Harry 111
30.00
$5,101.81
$5,680.44
313 Island Avenue
Newport Beach, 92661
42
048- 052 -38
Garrison, Derald Jr. & Nowak,
45.00
$7,652.71
$8,520.67
311 Island Avenue
Newport Beach, CA 92661
43
048- 052 -25
Walker, Joanne Living Trust
45.00
$7,652.71
$8,520.67
307 Island Avenue
Newport Beach, 92661
44
048- 052 -23
Hazen, Donald E. TR
30.00
$5,101.81
$5,680.44
500 West Bay Avenue
Newport Beach, CA 92661
45
048- 052 -22
Israel, Colin & Margaret
30.00
$5,101.81
$5,680.44
502 West Bay Avenue
Newport Beach, CA 92661
46
048- 052 -2I
Harvey, James M.
30.00
$5,101.81
$5,680.44
504 West Bay Avenue
Newport Beach, CA 92661
47
048- 052 -20
Campbell, Alexander W.
30.00
$5,101.81
$5,680.44
24446 Valencia Boulevard
Valencia, CA 91355
48
048- 052 -19
Blaha, John J. & Mary L.
30.00
$5,I01.81
$5,680.44
I521 Merriman Drive
Glendale, CA 9I202
11 -6
Exhibit II CITY OF NEWPORT BEACH
ASSESSMENT DISTRICT No. 74
(Island Avenue from Edgewater Avenue to West Bay Avenue
and West Bay Avenuefrom Island Avenue to 7th Street)
ASSESSMENT SPREAD
Units Preliminary Assessment
Asmt. Assessor's Property Owner's Name (Front without with Confirmed
No. Parcel No. &Address Footage) SCE ITCC Tax SCE ITCC Tax Assessment
49
048- 052 -18
Jones, Donald H. & Patricia L.
30.00
$5,101.81
$5,680.44
431 Catalina Drive
Newport Beach, CA 92663
50
048- 052 -17
Jones, Donald H. & Patricia L.
30.00
$5,101.81
$5,680.44
431 Catalina Drive
Newport Beach, CA 92663
51
048- 052 -16
Hood, Gregory W. & Donna A
30.00
$5,101.81
$5,680.44
Hood Family Trust
2792 Circle Drive
Newport Beach, CA 92663
52
048- 052 -15
Parsons, Kent Trustee
38.60
$6,564.33
$7,308.84
Parsons, Laurence 199
518 West Bay Avenue
Newport Beach, CA 92661
53
048- 032 -01
Collins, Patrick F. & Mary E.
42.00
$7,142.53
$7,952.62
500 Newport Center Drive
Newport Beach, CA 92660
54
048- 031 -08
Collins, Patrick F.
30.00
$5,101.81
$5,680.44
312 Buena Vista
Newport Beach, CA 92661
55
048- 031 -06
Rabbit, William & Fischbeck, 1
30.00
$5,101.81
$5,680.44
1282 Tropicana Lane
Santa Ana, CA 92705
56
048 -031 -04
Duda, Fritz L. Trustee; Fld Int
30.00
$5,101.81
$5,680.44
300 Buena Vista
Newport Beach, CA 92661
11 -7
Exhibit II CITY OF NEWPORT BEACH
ASSESSMENT DISTRICT No. 74
(Island Avenue from Edgewater Avenue to West Bay Avenue
and West Bay Avenue from Island Avenue to 7th Street)
ASSF.SSMF.NT SPREAD
Units Preliminary Assessment
Asmt. Assessor's Property Owner's Name (Front without with Confirmed
No. I Parcel No. & Address F JJ SCE ITCC Tax SCE ITCC Tax Assessment
57
048 -031 -02
Bitona Corporation
62.60
$10,645.77
$11,853.21
89 Ocean Vista
Newport Beach, CA 92660
58
048- 022 -01
Moise, Ann Lathrop Trustee
14.00
$2,380.84
$2,650.88
Suverkrup, Joan
627 West Bay Avenue
Newport Beach, CA 92661
59
048 - 022 -02
Lloyd, Richard C. & Susan A.
30.00
$5,101.81
$5,680.45
204 7th Street
Newport Beach, CA 92661
60
048 - 022 -03
Marshall, Frank C. TR
30.00
$5,101.81
$5,680.45
810 West Bay Avenue
Newport Beach, CA 92661
61
048 -022 -04
Gorman, Peter J. & Linda M.
30.00
$5,101.81
$5,680.45
30210 Airflight Drive
Valley Center, CA 92082
62
048- 022 -05
Hall, Howard Leon & Kathleen
30.00
$5,101.81
$5,680.45
620 West Balboa Boulevard
Newport Beach, CA 92661
63
048- 022 -06
Poochigian,John G. TR
30.00
$5,101.81
$5,680.45
9 Salerno
Irvine, CA 92614
64
048- 022 -07
Hazen, Donald E. & Marjorie 1
30.00
$5,101.81
$5,680.45
Hazen Family Trust
500 West Bay Avenue
Newport Beach, CA 92661
11 -8
Exhibit II CITY OF NEWPORT BEACH
ASSESSMENT DISTRICT No. 74
(Island Avenue from Edgewater Avenue to West Bay Avenue
and West Bay Avenue from Island Avenue to 71h Street)
ASSESSMENT SPREAD
Units Preliminary Assessment
Asmt. Assessor's Property Owner's Name (Front without with Confirmed
No. Parcel No. & Address Footage) SCE ITCC Tax SCE ITCC Tax Assessment
65
048- 022 -08
Robinson, Scott & Mary
30.00
$5,101.81
$5,680.45
614 West Balboa Boulevard
Newport Beach, CA 92661
66
048- 022 -09
McCoy, Patricia C.,
30.00
$5,101.81
$5,680.45
612 West Balboa Boulevard
Newport Beach, CA 92661
67
048- 022 -10
Giangregorio, Tony Jim & Khr
30.00
$5,101.81
$5,680.45
3610 Marcus Avenue
Newport Beach, CA 92663
68
048- 022 -11
Neilsen, Nina A.
30.00
$5,101.81
$5,680.45
608 West Balboa Boulevard
Newport Beach, CA 92661
69
048- 022 -12
Holmes, Brian D.
30.00
$5,101.81
$5,680.45
606 W. Balboa Boulevard
Newport Beach, CA 92661
70
048- 022 -15
Trombley, Floyd L. TR
30.00
$5,101.81
$5,680.45
4859 Canehill Avenue
Lakewood, CA 90713
71
048- 022 -14
Marshall Family TR
30.00
$5,101.80
$5,680.45
P.O. Box 540
Newport Beach, CA 92661
72
048- 022 -13
Clay, William
30.00
$5,101.80
$5,680.45
201 6th Street
Newport Beach, CA 92661
11 -9
Exhibit II CITY OF NEWPORT BEACH
ASSESSMENT DISTRICT No. 74
(Island Avenue from Edgewater Avenue to West Bay Avenue
and West Bay Avenue from Island Avenue to 71h Street)
ASSESSMENT SPREAD
Units Preliminary Assessment
Asmt. Assessor's Property Owner's Name (Front without with Confirmed
No. I Parcel No. & Address Footage) SCE ITCC Tax SCE rTCC Tax Assessment
73
048- 071 -14
Hamontree, Samuel E, TR
35.00
$5,952.10
$6,627.20
16891 Coral Cay Lane
Huntington Beach, CA 92649
74
048 - 071 -13
Smith, Cecelia A.
35.00
$5,952.10
$6,627.20
10101 Trails End Street
Riverside, CA 92503
75
048- 071 -10
Westrem, John L.
52.50
$8,928.15
$9,940.79
1006 East Balboa Boulevard
Newport Beach, CA 92661
76
048 -071 -09
Moses, Lois M. TR
52.50
$8,928.15
$9,940.79
2037 East Balboa Boulevard
Newport Beach, CA 92661
77
048-071 -06
Meurs, John G. TR
90.00
$15,305.41
$17,041.34
19212 Doe Run
Santa Ana, CA 92705
78
048- 071 -16
Durkee, Martha TR
60.00
$10,203.60
$11,360.90
P.O. Box 3353
Newport Beach, CA 92659
79
048- 071 -15
Boelhouwer, Johannes Cornelis
30.00
$5,101.80
$5,680.45
819 Oceanhill Drive
Huntington Beach, CA 92648
80
048- 051 -20
Freedman, Barbara Ann
30.00
$5,101.80
$5,680.45
305 Anade Avenue
Newport Beach, CA 92661
II -10
Exhibit II CITY OF NEWPORT BEACH
ASSESSMENT DISTRICT No. 74
(Island Avenue from Edgewater Avenue to West Bay Avenue
and West Bay Avenue from Island Avenue to 71h Street)
ASSESSMENT SPREAD
Units Preliminary Assessment
Astor. Assessor's Property Owner's Name (Front without with Confirmed
No. Parcel No. & Address Footage) SCE ITCC Tax SCE ITC C Tax Assessment
81
048- 051 -21
Olguin, Leon & Sheryl
30.00
$5,101.80
$5,680.45
Kossky, Darrin & Nancy
2255 Barberry Road
Tustin, CA 92780
82
048- 051 -22
McDonald, Charles L. TR
30.00
$5,101.80
$5,680.45
636 S. Arroyo Boulevard
Pasadena, CA 91105
83
048- 051 -03
Schmidt, Margot
30.00
$5,101.80
$5,680.45
105 E. Edgewater Avenue
Newport Beach, CA 92661
84
048- 051 -04
Silver, Jerry B.
30.00
$5,101.80
$5,680.45
103 E. Edgewater Avenue
Newport Beach, CA 92661
TOTALS
2,912.20
$495,249.46
$551,419.73
II -11